HomeMy WebLinkAboutLOGAN W. - 2002-05-20TO:
FROM:
DATE:
SUBJECT:
� s
V G`F
CITY OF HUNTINGTON BEACH c��l 2 [j. A 3
Inter -Department Communication _ ` i I _
Connie Brockway, City Clerk
Scott Field, Assistant City Attorney
July 10, 2002
Logan IV. v. City of Huntington Beach and National Junior
Basketball League, OCSC Case No. 01 CC05234
Pursuant to the attached memo dated May 16, 2002, the City Attorney reported out the
settlement of the above -referenced case on May 20, 2002. Enclosed is the Settlement
Agreement in this case. We would appreciate if you would arrange for the Mayor to siri,
the Agreement and you to attest to it. Please return the Agreement to me as it needs to be
submitted to the Court in order to receive Court approval to the settlement; Court
approval is required because the settlement involves a minor.
Scott Field
Assistant City Attorney
Enclosures
SF/g: 02memo/Brockway-Logan W.
HB CITY OF HUNTINGTON BEACH
INTER -DEPARTMENT COMMUNICATION
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: GAIL HUTTON, City Attorney
DATE:. May 16, 2002
SUBJECT: Notice Provided Pursuant to Government Code Section 54957.1,
Reporting Action Taken to Settle Logan W. v. City of Huntington Beach
and National Junior Basketball League; OCSC Case No. 01 CC05234
Pursuant to settlement authority granted in closed session on Monday, May 6, 2002, the
City has settled the matter of Logan W., a minor,. by and through his Guardian ad
Litem, v. City of Huntington Beach; National Junior Basketball League, A California
Non -Profit Corporation; Juan Guzman aka Juan Guzman-Adame; Orange County
Superior Court Case No. 01 CC05234.
The Council voted to extend settlement authority, as follows: 7 Ayes; 0 Noes; 0 Abstentions.
The suit was settled for a total amount of $105,000 with the City's contribution being
$25,000. The settlement is subject to court approval because it involved a minor. The
case concerned allegations that the defendants negligently hired and retained ..an
individual who molested Plaintiff, a minor.
GAIL HUTTON
City Attorney
GH/ab
CC' Ray Silver, City Administrator.
Connie Brockway, City Clerk
Bill Workman, Assist. City Administrator
Karen Foster, Risk Manager
Closed/0' Report//Logan W-minor Notice
SET&MENT AGREEMENT AND RELEAE
THIS SETTLEMENT AGREEMENT AND RELEASE ("Settlement Agreement") is
made and entered into this day of 2002 by and between
Logan Woollen, a minor, by and through his Guardian ad Litem, Geoffrey Wooller,
("Plaintiffs"); City of Huntington Beach; National Junior Basketball League, A
California Non -Profit Corporation; ("Defendants") and North American Specialty
Insurance Company ("Insurer") for the purpose of settling the claims, controversies
and disputes among the aforesaid parties arising out of incidents in 1999 and 2000.
RECITALS
A. Said Plaintiffs have presented claims against Defendants in an action in the
Superior Court of the State of California, for the County of Orange — Central
Justice Center, Case NO: 01 CC05234, arising out of incidents in 1999 and
2000
B. Pursuant to Defendants' motions for summary judgment, judgments in favor
of Defendants and against the other two plaintiffs in said action, Geoffrey
Wooller and Jerilynne Wooller, individually, have been entered by the court.
In consideration for, -this settlement agreement and release, Defendants have
waived their costs against said Plaintiffs and said Plaintiffs in turn have
waived any right to appeal said judgments.
C. Defendant City of Huntington Beach is self insured and has agreed to
contribute cash in the amount of $25,000 towards said settlement. The
remaining $80,000 of said settlement, which totals $105,000, will be paid on
1
behalf of defend* National Junior Basketball Leagu&y it's Insurer North
American Specialty Insurance Company.
D. North American Specialty Insurance Company is the Insurer of National
Junior Basketball League and as such would be obligated to' pay any
judgment against it covered by its policy.
E. . The parties desire to enter into this Settlement Agreement to discharge all
claims which are the subject of the First Amended Complaint (hereinafter
"Complaint"), upon the payment of the settlement amounts, which terms and
conditions are set forth herein.
F. This settlement agreement and release, and the obligations thereunder, are
conditioned on the court's approval of Logan Wooller's petition for minor's
compromise in said matter.
/Y
'AGREEMENT • •
The parties hereby agree as follows:
1. Release and Discharge
In consideration of the payments called for herein, the Plaintiffs hereby
completely release and forever discharge the Defendants and the Insurer, and their
past, present and future officers, directors, stockholders, attorneys, agents, servants,
representatives, employees, subsidiaries, affiliates, partners, predecessors, and
successors in interest, and assigns and all other persons, firms or corporations with
whom any of the former have been, are now or may hereafter be affiliated, of and from
any and all past, present or future claims, demands, obligations, actions, causes of
action, rights, damages, costs, expenses and compensation of any nature whatsoever,
whether based on a tort, contract or other theory of recovery, and whether for
compensatory or punitive damages, which the Plaintiffs now have, or which may
hereafter accrue or otherwise be acquired, on.account of, or in any way growing out of,
or which are the subject of, the Complaint (and all related pleadings) including, without
limitation, any and all known or unknown claims for bodily and personal injuries to
Plaintiffs, and the consequences thereof, which have resulted or may result from the
alleged negligent acts or omissions of, or breaches by the Defendants. This release
shall be a fully binding and complete settlement between the Plaintiffs, the Defendants,
and the Insurer and all parties represented by or claiming through the Plaintiffs save
only the executory provisions of this Settlement Agreement.
9
2.. Payments
In consideration of the release set forth above, the Defendants and the Insurer
hereby agree to pay to the Plaintiffs the following sums in the following manner:
a. The sum of $36,054.00 for cash consisting of $25,000.00 paid by Defendant
City of Huntington Beach and $11,054.00 paid on behalf of National Junior
Basketball League, to the Plaintiffs and for attorney fees.
b. The Periodic Payments described more specifically in Addendum No. 1
attached hereto (the "Periodic Payments").
All sums set forth herein constitute damages on account of personal injuries or
sickness, within the meaning of Section 104(a)(2) of the Internal Revenue Code of
1986, as amended.
3. Right to Purchase an Annuity
For .its own convenience, the Insurer or its Assignee may fund its obligation as
described more specifically in Addendum No. 1 attached hereto (the "Periodic
Payments") through the purchase of an annuity from The Travelers Insurance
Company.. The life insurance company at the direction of the Insurer or its Assignee
shall mail all deferred payments directly to the Plaintiffs described in Addendum No. 1.
The Plaintiffs shall be responsible for communicating a current mailing address to the
Insurer or its Assignee, and for communicating any changes of his/her mailing address
to the Insurer or its Assignee in a reasonable and prompt manner. Any delay in
payment due to Plaintiffs' failure to so inform the Assignee will result in no penalty to the
Defendants or the Insurer for any reason.
4. Attorney Fees
Each party hereto shall bear all attorney fees and costs arising from the actions
of its own counsel in connection with the Complaint, Settlement Agreement and all
matters and documents referred to herein except as specifically provided in Paragraph
2a. The attorney fee provided for in Paragraph 2a is being made by the Insurer as part
of the settlement on behalf of the Plaintiffs.
5. Payee's Beneficiary
Any payments to be made after the death of any Payee pursuant to the terms of
the Settlement Agreement shall be made to such person or entity as shall be
designated in writing by Plaintiffs to the Insurer or the Insurer's Assignee. If no person
or entity is so designated by Plaintiffs, or if the person designated is not living at the
time of the Payee's death, such payments shall be made to the Estate of the Payee. No
such designation, nor any revocation thereof, shall be effective unless it is in writing, and
delivered to the Insurer or the Insurer's Assignee. The designation must be in a form
acceptable to the Insurer or the Insurer's Assignee before such payments are made.
6.. General Release
Subject to The Recitals, the Plaintiffs hereby acknowledge and agree that the
release set forth in Section 1 hereof is a general release and expressly waive and
assume the risk of any and all claims for damages which exist as of this date, but which
the Plaintiffs do not know of or suspect to exist, whether through ignorance, oversight,
error, negligence, or otherwise, and which, if known, would materially affect his/her
decision to enter into this Settlement Agreement. The Plaintiffs therefore waive all
5
rights or benefits which thd6ow have or in the future may hav6der the terms of
Section 1542 of the Civil Code of the State of California, which Section reads as follows:
Section 1542. General Release —Claims Extinguished. A general release does not
extend to claims which the creditor does not know or suspect to exist in his favor at the
time of executing the release which if known by him must have materially affected his
settlement with the debtor. The Plaintiffs further agree that he/she has accepted"
payment of the sums specified herein as a complete compromise of matters involving
disputed issues of law and fact and fully assume the risk that the facts or the law.may
be otherwise than believed or understood.
7. Delivery of Dismissal Order
Upon satisfaction and compliance with the Recitals, counsel for the Plaintiffs will
deliver to counsel for the Defendants and Insurer an order of dismissal with prejudice of
the civil action described in Recital A above.
8. Warranty of Capacity to Execute Agreement
The Plaintiffs represent and warrant that no other person or entity has or has had
any interest in the claims, demands, obligations, or causes of action referred to in this
Settlement Agreement, that he/she has the sole and exclusive right to receive sums
specified in it, and that he/she has not sold, assigned, transferred, conveyed or
otherwise disposed of any of the claims, demands, obligations, or causes of action
referred to in this Settlement Agreement.
9. Disclaimer of Liability
The Plaintiffs agree and acknowledge that payment of the sums specified in this
Settlement Agreement are a full and complete compromise of matters involving
disputed issues; that nei* payment of the sums by the Defe*ts and Insurer nor
the negotiations for this settlement (including all statements, admissions, or
communications) by the Insurer, the Defendants, or their attorneys or representatives
shall be considered admissions by any of said parties and same is hereby expressly
denied by all parties; and that no past or present wrongdoing on the part of the
Defendants shall be implied by such payment or negotiations.
10. Indemnity
Plaintiffs agree to indemnify and save harmless the Defendants and the Insurer
from any and all claims or liens presently existing against the settlement herein by any
person, entity, or corporation.
11. Entire Agreement and Successors in Interest
This Settlement Agreement contains the entire agreement between the Plaintiffs,
the Defendants, and the Insurer with regard to the matters set forth in it and shall be
binding upon and inure to the, benefit of the executors, administrators, personal
representatives, heirs, successors and assigns of each.
12. Construction by State Law
This Settlement Agreement is entered into in the State of California and shall be
construed and interpreted in accordance With its laws.
13. Representation of Comprehension of Document
In entering into this Settlement Agreement, Geoffrey Wooller, Guardian ad Litem
for Logan Wooller, a Minor, represents that he is more than eighteen (18) years of age
and has relied upon the advice of personally selected counsel and that the terms .of the
Settlement Agreement ho been completely read and explair0and that those terms
are fully understood and voluntarily agreed to.
14. Additional Documents
All parties agree to cooperate fully and execute any and all documents and to
take all additional actions which may be necessary or appropriate to give full force and
effect to the basic terms and intent of this Settlement Agreement.
15. Payee's Rights To Payments
Plaintiffs acknowledge that the Periodic Payments cannot be accelerated,
deferred, increased or decreased by the. Plaintiffs or any Payee; nor shall the Plaintiffs
or any payee have the power to sell, mortgage, encumber, or anticipate the Periodic
Payments, or any part thereof; by assignment or otherwise.
16. Nonassignment by Plaintiffs
The periodic payments to be received by Plaintiffs as described more specifically
in Addendum No. 1 attached. hereto (the "Periodic Payments") are not subject in any
manner to anticipation, alienation, sale, transfer, assignment, pledge or encumbrance
by Plaintiffs.
17.. Consent to Qualified Assignment
Plaintiffs acknowledge and agree that the Defendants and/or the Insurer may
make a "qualified assignment" within the meaning of Section 130(c) of the Internal
Revenue Code of 1986, as amended, of the Defendants' and/or the Insurer's liability to
make the Periodic Payments set forth in Addendum No. 1 attached hereto (the "Periodic
Payments") to The Travelers Life and Annuity Company ("the Assignee"). The
Assignee's obligation for payment of the Periodic Payments shall -be no greater than
-' that of Defendants and/Ole Insurer (whether by judgment or0reement) immediately
preceding the assignment of the Periodic Payments obligation.
Any such assignment, if made, shall be accepted by the Plaintiffs without right of
rejection and shall completely release and discharge the Defendants and the Insurer
from the Periodic Payments obligation assigned to the Assignee. The Plaintiffs
recognize that, in the event of such an assignment, the Assignee shall be the sole
obligor with respect to the Periodic Payments obligation, and that all. other releases with
respect to the Periodic Payments obligation that pertain to the liability of the Defendants
and the Insurer shall thereupon become final, irrevocable and absolute.
18. It is further understood and agreed by the undersigned that, with the
exception. of the $36,054.00 cash payable upon approval of this Agreement as provided
above, all future payments hereunder may, at the option of the Insurer, or its assignee,
The Travelers Life and Annuity Company be funded by the..purchase of an annuity
from The Travelers Insurance Company. The Assignee will provide for payments as
described more specifically in Addendum No. 1.
19. It is fully understood and agreed that this Release covers all claims asserted.,
it being the intent of the undersigned Releasing Party to fully extinguish every and all
claims against anyone allegedly responsible for injuries or damages sustained as a
direct or indirect result of the occurrences in 1999 and 2000.
20. Tax Consequences
It is further understood among the parties that those parties receiving monies
hereunder have not relied upon any representations, expressed or implied, made by the
Defendants, the Insurer or their attorneys or representatives, as to the possible tax
9
ADDENDUM NO. 1
Description of Periodic Payments
Payee: Logan Wooller
GUARANTEED. LUMP SUM PAYMENTS
$ 18,500 TO BE PAID ON SEPTEMBER 3, 2004
$ 30,000 TO BE PAID ON SEPTEMBER 3, 2011
$ 45,000 TO BE PAID ON SEPTEMBER 3, 2016
$160,000 TO BE PAID ON SEPTEMBER 3, 2036
BENEFICIARY: The Estate of Logan Wooller
_. . .
SEP-24.2002 10:58AM N011 s Schechter 714-558-9091 _ NO.7022—P. 4
anw+ aaATr "T►,ovr Ark M4 ....a.. ar nualow. a c ad&ew: FOR Cowry USE avr.yIM
icenneth C. Jones, #132740
Hollins - Schechter
Attorneys at.Law
1851 E. First Street, 5th Floor te�rr►► 3��(S
Santa Ana, CA 92705
Tezrwora: No.: (714) 5 5 8 - 9119 FAx Ro. mpib . (714) 5 5 8 -9 0 91 �r .
FMALADDRESS foloR7rr0:
ATTvwrerion Logan W. and.Qeotfxay W
SUPERIOR COURT of CALIFO?MIA cvUrilY OF. Oran e
Dov
srrwRrAai_as: 700 Civic Center Drive,f West s
MA&W.Aooaess: Same f.Y
IS�A�cp
firl'APOZIPc00E: Santa Ana, CA 92701 �
kw&wwJ : Central
CASE NAME: Logan .W. v. City of Huntington Beach r
ORDER APPROVING COMPROMISE OF CUUM ` :005
I�,MINOR_ nINCOMPMNTPERSON OjCC234
1. PetIdaner (name): Geoffrey W. , guardian ad litem to Logan W. , a minor ,
has petitioned for the approval of the proposed compromise of claim. This matter came on for hearing on (dace):
at (time): G� Q'0 In Dept.: �'i '5
r a � t .J .
2. Relationship to claimant
Petitioner is clatmants:
a. (x] Parent
b.1 "Guardian ad (item
C. L Guardian.
d. Conservator.
e. (,_ Other (sp6dff):
3. Clalmant(narne): Logan W.
a. 191 Is a minor.
b. [- 1 Is an incompetent person.
4. defendant
The Balm to be compromised is asserted against (name of seftcing Cefer►dant ordefendant's (the 'payer')): City of
Huntington Beach and National Junior Basketball League
�G�
THE COURT' ORDERS � ( J J
5. The peon is granted and the compromise Is approved. >Ih the �m�n� °f -
S. The payer shall disburse the proceeds of the settlement approved by this order in the following manner.
a Payment of fees and expenses
Fees andexpenses shall be paid by one or Mors checks or drafts, drawn payable to the order of the petl8oner and the
petitioners attorney, If any, or directly to those entMed to receive payment, fur the following items of expense or damage, which
are hereby authorized to be paid out of the proceeds of settlement
(1) C� .Attorneys fees In the amount of SAL) Payable to (spedi')r)-Hollins - Schechter
(2) . F D . Relmbursement for medical and other expenses paid by the petitioner In the amount of: $ �
payable to the petitioner.
Juaeal Card Of Cjvftro
MC-M pkw.hrwrr 1.2W21
VKUtKArrKVVIMU W!'Wr►iVIORR: Vr' %;6MQ1
CA Ru4a of Ca rl. r%Aw Ve era 7J
SEF.14.20.02 10:58AM Hollins Schechter 714-558-9091, NO.7022'P. 5
0
We
CA8EW-ME: Logan W.. v. City of Huntington Beach o�seNUMaeR
_ OtCCO5234
6. a. (3) Medical, hospital, ambulance, nursing, and other flke w pensee In the total amount of: $
payable as folio":
m Payee (mm)-. (111) Payee (name):
(a) Address: (a) Address:
(b) Amount. (b) Amount
(o)' Payee (name): cry) Payee (name):
(a) Address: (a) Address:
(b) Amount (b) Amount
Continued (d there are sddltfona/payees; a llsf of such paysea.must Oe attached to fhls Farrrr as Aftactrmen( 6ap). j
(4) i.XJ Otherauttlorizedpayments (soeOfy):Costs of litigation (19,269.05) and lien for
liability expert, Allan Weicler (3,017.00), payable to petitioner's
attorneys,. Hollins — Schechter.
(5) �Y�. Total allowance for Tees and expenses: t q � /(a
53
b. Balance
The balance of the settlement proceeds shalt be disbursed as follows-
(1) By one or more chscl% or drafts In the total amount of (specify): $ dmvm payable to
the order of the pett0oner as trustee for the claimant Each such check or draft shall bear an endorsement on the
face or reverse that a Is for deposit in an Interest-0eering, federeify insured account In the name of the petitioner as
trustee for the claimant, and no withdrawals. shall be made from the account without a written court order (a
`blocked account).
(2) Structure settlement / annuity -term:
Purcbase sum : S Js.•Y
Company: E l 2
Rating of Company: /14-+ \1 By whom: ,
i
i Licensed to do business in California
Annuity payout schedule . SEE ATTACHMENT
Payment terms (if any payment to minor is due before minor attains the age of 18,
petitioner shall request its deposit. into an interest bearing, federally insured blocked
i account or an interest bearing trust fund pursuant to Probate Code Section 3611(b) ).
7. . Blocked accounts
tf the court orders distribution of the balance Into a blocked account or accounts under item 6b(1), it further orders:
a. Within 48 fours of receipt of a check or draft described In Item 6b(1), the petitioner and fie petitioner's attorney, if any, must
deposit the check or drag In the petitioners name as trustee for the dalmant in a blocked account at (specrTy name, branch,
and address ofeac r dapowtary): .
b, The petitioner and the petitioners attorney, if any, must deliver to each depository at the time of deposit time copies of the
Order to DeposU Money into Blocked Accowd ('Order'), which Is signed contemporaneously with this order, and three copies
of the Re vOt and Acknow/edmenf of Order to Deposit Money Into Blocked Account ('Recer'pt7. The petitioner or Me
petfonees attorney must file a copy of" Reoelptwith this court within 15 days of the deposit • The sole responsibilities of
the petitioner are to place the balance In a blocked account or accounts and to timely Me a copy of the Receipt.
MGJs, over. kwsy t.2�1 _ Vep 27,3
3
4 RJDER AAPROVING COMPROMISE OF CLAM—
SEP.24.2002 10:,59AM
Hollins Schechter 714-558-9091 NO.7022—P.' 6
CASENAME: Logan W. v.' Cierof Hun
t Aft NUMBER
OOCCO5234
7, c. The balance of fid gd?11& iefit'proceeds deposl6sd'ffi a Mocked account under ROM WI) maybe withdrawn only as follows
(check only (1) or (2)):
(1) { No withdrawals of principal or interest may be made from the blocked account or accounts without a written
order under this case name and number, signed by a Judge, and bearing the seal or this court, The money oa
deposit Is net subject to escheat.
(2) The blocked account or accounts belong to a minor. The minor was bom on (date):
No withdrawals of principal or interest may be made Rom the blocked account or accounts without a written
order under this case name and number, signed by a Judge, and bearing the seal of this tourt until the minor
attains the age of 18 years. When the minor attains the age of 18 years, the depository, without further order of
this court Is authorised and directed to pay by check or draft diregay to the former minor, upon proper demand,
all moneys including Interest deposited under this order. The money on deposit Is not subject to escheat.
B. Authortzation to agecute settlement documents
The petitioner Is authorized to execute settlement documents as foflaws (check only orie),
a. [ Upon recelpt of the full amount of the settlement sum approved by this order and the deposit of funds, the
pMoner Is authorized and directed to wocule and deliver to the payer full, compiete, and final release and
discharge of any and all claims and demands of the c[almant by reason of the accident or Incident described In
the petttlon and the resultant injuries to the minor, and a property executed dismissal with prejudice.
b. "XI The pettioner Is atrthodzed and directed to execute any and all documents reasonably necessary to carry out the
terms of the setUerriva
C. 1J The petitioner Is authorized and directed (specffy):
9. Bond is waived . �] fixed In the amount oT: S
10. A copy of this order shalt be served on the payer forthwith.
11. other ("cify):
Date: 59P 2 Q Z
4QMC CAIRO CARMA
JUDGE OF THE SUPERFOR BOVFM
SPOWTVRB FOLLOWS IASTArT J'ir
` ' l""` r `' ORDER APPROVING COMPROMISE OF CLAIM �
MOORE & RUTTER
LAWYERS
2120 MAIN STREET, SUITE 250
NEAL MOORE
_ Q(y 11
OCT Z OHIMTIA?G BEACH, CALIFORNIA 92648
LOS ANGELES COUNTY OFFICE
MARK D. RUTTER
CHARLES C. MCKENNA
..
,.. -� r TELEPHONE: (714) 374-3333
�
}, » Yy�� �$� - "_ L
555 EAST OCEAN BLVD., SUITE 500
LONG BEACH, CA 90802
MICHAEL J. EMLING
CI-T `! ar• ACSIMILE: (714) 374-9395
F 9 F f •' L
TELEPHONE: (562) 435-4499
STEPHEN E. RASMUSSEN
�; U1 IT I N G T GNI � � rEMIAIIL: law@moorerutter.com
FAX: (562) 495-4299
OF COUNSEL
October 24, 2002
Scott Field, Assistant City Attorney
City of Huntington Beach
2000 Main Street
P.O. Box 190
Huntington Beach, CA 92648
Re: Wooller v. City of Huntington Beach, et al.
Your File: 98-222
Claimant : Logan W., Geoffrey W. and Jerilynne W.
Date/Loss: 7/l/99
Our File : 2838
Dear Scott:
As you requested, I am enclosing herewith a fully executed copy ofthe Settlement Agreement
and Release in the above -entitled matter.
Very truly yours,
Chris Leonhard,
Secretary to Neal Moore
: cl
Enclosure
OCT, 24.2002 11:12AM Hollins Schechter 714-558-9091 • N0.1952 P. 2
L �
SETTLEMENT AGREEMENT AND RELEASE
THIS SETTLEMENT AGREEMENT AND RELEASE ("Settlement Agreement") is
made and entered into this �/'f day of J M 2002 by and between
Logan Wooller., a minor, by and through his Guardian ad Litem; Geoffrey Wooller,
("Plaintiffs"); City of Huntington Beach; National Junior Basketball League, A
California Non -Profit Corporation; ("Defendants") and North American Specialty
Insurance Company ("Insurer') for the purpose of settling the claims, controversies
and disputes among the aforesaid parties arising out of incidents in 1999 and 2000.
RECITALS
A. Said Plaintiffs have presented claims against Defendants in an action in the
Superior Court of the State of California, for the County of Orange — Central
Justice Center, Case N0; 01 CC05234, arising out of incidents in 1999 and
2000
B. Pursuant to Defendants' motions for summary judgment, judgments in favor
of Defendants and against the other two plaintiffs in said action, Geoffrey
Wooller and Jerilynne Wooller, individually, have been entered by the court.
In consideration for this settlement agreement and release, Defendants have
waived their costs against said Plaintiffs and said Plaintiffs in turn have
waived any right to appeal said judgments.
C. Defendant City of Huntington Beach is self insured and has agreed to
contribute cash in the amount of $25,000 towards said settlement. The
remaining $80,000 of said settlement, which totals $105,000, will be paid on
01
OCT, 24.2002 11:13AM - Holl ns Schechter 714-558-9091 • NO.7952 P. 3
behalf of defendant National Junior Basketball League, by it's Insurer North
. American Specialty Insurance Company.
D. North American Specialty Insurance Company is the Insurer of National
Junior Basketball League and as such would be obligated to pay any.
judgment against it covered by its policy.
E. . The parties desire to enter into this Settlement Agreement to discharge all
claims which are the subject of the First Amended Complaint (hereinafter
"Complaint"), upon the payment of the settlement amounts, which terms and
conditions are set forth herein.
F. This settlement agreement and release, and the obligations thereunder, are
conditioned on the court's approval of Logan Wooller's petition for minor's
compromise in said matter.
OCT. 24.2002 11:.13AM Hollins Schechter 714-552-9091 NO.7952 P. 4
AGREEMENT
The parties hereby agree as follows:
1. Release and Discharge
In consideration of the payments called for herein, the Plaintiffs hereby
completely release.and forever discharge the Defendants and the Insurer, and their
past, present and future officers, directors, stockholders, attorneys, agents, servants,
representatives, employees, subsidiaries, affiliates, partners, predecessors, and
successors in interest, and assigns and all other persons, firms or corporations with
whom any of the former have been, are now or may hereafter be affiliated, of and from
any and all past, present or future claims, demands, obligations, actions, causes of
action, rights, damages, costs, expenses and compensation of any nature whatsoever,
whether based on a tort, contract or other theory of recovery, and whether for
compensatory or punitive damages, which the Plaintiffs now have, or which may
hereafter accrue or otherwise be acquired, on account of, or in any way growing out of,
or which are the subject of, the Complaint (and all related pleadings) including, without
limitation, any and all known or unknown claims for bodily and personal injuries to
Plaintiffs, and the consequences thereof, which have resuited or may result from the
alleged negligent acts or omissions of, or breaches by the Defendants. This release
shall be a fully binding and complete settlement between the Plaintiffs, the Defendants,
and the Insurer and all parties represented by or claiming through the Plaintiffs save
only the executory provisions of this Settlement Agreement.
3
OCT. 2.4. 2002 11:13AM
Hollins Schechter 714-558-9091
NO.7952 P. 5
2. Payments
in consideration of the release set forth above, the Defendants and the Insurer
hereby agree to pay to the Plaintiffs the following sums in the following manner:
a. The sum of $43,718.79 for cash consisting of $25,000.00 paid by Defendant
City of Huntington Beach and $18,718.79 paid on behalf of National Junior
Basketball League, to the Plaintiffs and for attorney fees.
b. The Periodic Payments described more specifically in Addendum No. 1
attached hereto (the "Periodic Payments").
All sums set forth herein constitute damages on account of personal injuries or
sickness, within the meaning of Section 104(a)(2) of the Internal Revenue Code of
1986, as amended
3. Right to Purchase an Annuity
For its own convenience, the Insurer or its Assignee may fund its obligation as
described more specifically in Addendum No. 1 attached hereto (the "Periodic
Payments") through the purchase of an annuity from The Travelers Insurance
Company. The life insurance company at the direction of the Insurer or its Assignee
shall mail all deferred payments directly to the Plaintiffs described in Addendum No. 1.
The Plaintiffs shall be responsible for communicating a current mailing address to the
Insurer or its Assignee, and for communicating any changes of his/her mailing address
to the Insurer or its Assignee in a reasonable and prompt manner. Any delay in
payment due to Plaintiffs' failure to so inform the Assignee will result in no penalty to the
Defendants or the Insurer for any reason.
OCT-24.2002 11:14AM Hollins Schechter 714-558-9091 • NO.7952 P. 6
7
4. Attorney Fees
Each party hereto shall bear all attorney fees and costs arising from the actions
of its own counsel in connection with the Complaint, Settlement Agreement and all
matters and documents referred to herein except as specifically provided in Paragraph
2a.- The attorney fee provided for in Paragraph 2a is being made by the Insurer as part
of the settlement on behalf of the Plaintiffs.
5. Payee's Beneficiary
Any payments to be made after the death of any Payee pursuant to the terms of
the Settlement Agreement shall be made to such person or entity as shall be
designated in writing by Plaintiffs to the Insurer or the insurer's Assignee. If no person
or entity is so designated by Plaintiffs, or if the person designated is not living at the
time of the Payee's death, such payments shall be made to the Estate of the Payee. No
such designation, nor any revocation thereof, shall be effective unless it is in writing and
delivered to the Insurer or the Insurers Assignee. The designation must be in a form
acceptable to the Insurer or the Insurer's Assignee before such payments are made.
6. General Release
Subject to The Recitals, the Plaintiffs hereby acknowledge and agree that the
release set forth in Section 1 hereof is a general release and expressly waive and
assume the risk of any and all claims for damages which exist as of this date, but which
the Plaintiffs do not know of or suspect to exist, whether through ignorance, oversight,
error, negligence, or otherwise, and which, if known, would materially affect his/her
decision to enter into this Settlement Agreement. The Plaintiffs therefore waive all
5
OCT. 24. 2M 11:14AM Hol l ins Schechter 114-55HO91 N0. 7952 P. 7
rights or benefits which they now have or in the future may have under the terms of
Section 1542 of the Civil Code of the State of California, which Section reads as follows:
Section 1542. General Release —Claims Extinguished. A general release does not
extend to claims which the creditor does not know or suspect to exist in his favor at the
time of executing the release which if known by him must have materially affected his
settlement with the debtor. The Plaintiffs further agree that he/she has accepted
payment of the sums specified herein as a complete compromise of matters involving
disputed issues of law and fact and fully assume the risk that the facts or the law may
be otherwise than believed or understood.
7. Delivery of Dismissal Order
Upon satisfaction and compliance with the Recitals, counsel for the Plaintiffs will
deliver to counsel for the Defendants and Insurer an order of dismissal with prejudice of
the civil action described in Recital A above.
8. Warranty of Capacity to Execute Agreement
The Plaintiffs represent and warrant that no other person or entity has or has had
any interest in the claims, demands, obligations, or causes of action referred to in this
Settlement Agreement, that he/she has the sole and exclusive right to receive sums
specified in it, and that he/she has not sold, assigned, transferred, conveyed or
otherwise disposed of any of the claims, demands, obligations, or causes of action
referred to in this Settlement Agreement.
9. Disclaimer of Liability
The Plaintiffs agree and acknowledge that payment of the sums specified in this
Settlement Agreement are a full and complete compromise of matters involving
OCT.24-2002 11:15AM Hollins Schechter 714-558-9091 • NO.7952 P. 8
disputed issues; that neither payment of the sums by the Defendants and Insurer nor
the negotiations for this settlement (including all statements, admissions, or
communications) by the Insurer, the Defendants, or their attorneys or representatives
shall be considered admissions by any of said parties and same is hereby expressly
denied by all parties, and that no past or present wrongdoing on the part of the
Defendants shall be implied by such payment or negotiations.
10. Indemnity
Plaintiffs agree to indemnify and save harmless the Defendants and the Insurer
from any and all claims or liens presently existing against the settlement herein by any
person, entity, or corporation.
11. Entire Agreement and Successors in Interest
This Settlement Agreement contains the entire agreement between the Plaintiffs,
the Defendants, and the Insurer with regard to the matters set forth in it and shall be
binding upon and inure to the benefit of the executors, administrators, personal
representatives, heirs, successors and assigns of each.
12. Construction by State Law
This Settlement Agreement is entered into in the State of California and shall be
construed and interpreted in accordance with its laws.
13. Representation of Comprehension of Document
In entering into this Settlement Agreement, Geoffrey Wooller, Guardian ad Litem
for Logan Wooller, a Minor, represents that he is more than eighteen (18) years of age
and has relied upon the advice of personally selected counsel and that the terms of the
7
OCT.24.2002 11:15AM Hull ns Schechter 714-558-9091 NO.7952 P.
Settlement Agreement have been completely read and explained and that those terms
are fully understood and voluntarily agreed to.
14_ Additional Documents
All parties agree to cooperate fully and execute any and all documents and to
take all additional actions which may be necessary or appropriate to give full force and
effect to the basic terms and intent of this Settlement Agreement.
15. Payee's Rights To Payments
Plaintiffs acknowledge that the Periodic Payments cannot be accelerated,
deferred, increased or decreased by the Plaintiffs or any Payee; nor shall the Plaintiffs
or any payee have the power to sell, mortgage, encumber, or anticipate the Periodic
Payments, or any part thereof; by assignment or otherwise.
16. Nonassignment by Plaintiffs
The periodic payments to be received by Plaintiffs as described more specifically
in Addendum No. 1 attached hereto (the "Periodic Payments") are not subject in any
manner to anticipation, alienation, sale, transfer, assignment, pledge or encumbrance
by Plaintiffs.
17. Consent to Qualified Assignment
Plaintiffs acknowledge and agree that the Defendants and/or the Insurer may
make a "qualified assignment" within the meaning of Section 130(c) of the Internal
Revenue Code of 1986, as amended, of the Defendants' and/or the Insurer's liability to
make the Periodic Payments set forth in Addendum No. 1 attached hereto (the "Periodic
Payments") to The Travelers Life and Annuity Company ("the Assignee'). The
Assignee's obligation for payment of the Periodic Payments shall be no greater than
OCT.24.2002 11:15AM Hollins Schechter 714-558-9091 NO.7.952 P. 10
that of Defendants and r the Insurer whether b judgment or Jareement) immediate)� Y1 9 Y
preceding the assignment of the Periodic Payments obligation.
Any such assignment, if made, shall be accepted by the Plaintiffs without right of
rejection and shall completely release and discharge the Defendants and the Insurer
from the Periodic Payments obligation assigned to the Assignee. The Plaintiffs
recognize that, in the event of such an assignment, the Assignee shall be the sole
obligor with respect to the Periodic Payments obligation, and that all other releases with
respect to the Periodic Payments obligation that pertain to the liability of the Defendants
and the Insurer shall thereupon become final, irrevocable and absolute.
18. It is further understood and agreed by the undersigned that, with the
exception of the $43,718.79 cash payable upon approval of this Agreement as provided
above, all future payments hereunder may, at the option of the Insurer, or its assignee,
The Travelers Life and Annuity Company be funded by the purchase of an annuity
from The Travelers Insurance Company. The Assignee will provide for payments as
described more specifically in Addendum No. 1.
19. It is fully understood and agreed that this Release covers all claims asserted,
it being the intent of the undersigned Releasing Party to fully extinguish every and all
claims against anyone allegedly responsible for injuries or damages sustained as a
direct or indirect result of the occurrences in 1999 and 2000.
20. Tax_ Consequences
It is further understood among the parties that those parties receiving monies
hereunder have not relied upon any representations, expressed or implied, made by the
Defendants, the Insurer or their attorneys or representatives, as to the possible tax
OCT.24.2002 11:16AM Hollins Schechter 714-558-9091 NO.7952 H. 11
JUN-11-2001 DIXON FR*ringlet r-301 P.0lltolz r-are
consequences of this agreement and that said parties receiving monies hereunder
release the Defendants, the Insurer, and their attorneys and representatives from any
and all liability in connection with any such tax consequences.
21. Confidentiality
The parties agree that neither they nor their attorneys nor representatives shall
reveal to anyone, other than as may be mutually agreed to In writing, any of the
terms of this Settlement Agreement or any of the amounts, numbers or terms and
condltlons of any sums payable to Payee(s) hereunder.
22. Egg Agreement
This Settlement Agreement contains the entire agreement between Plaintiffs.
Defendants and the Insurer with regard to the matters set forth herein. There are no
other understandings or agreements, verbal or otherwise, in relation thereto, between
the parties except as herein expressly set forth.
23. Effectiveness
This Settlement Agreement shall become effective immediately following
execution by all of the parties.
Executed at this ` day of
WITNESS:
AttheAtt aamtiffs
North America ecialty
Insuranc ompany
r
Nuaraten ad teat, for
Logan Wooller., a minor
City of Huntington Beach
National Junior
Basketball League
; .ULI. 14. 1UU1 11:16AM Hol I ins Schechter 114-55d-M] M I'M N. 11
consequences of this ement and that said parties receivirlSonies hereunder
release the Defendants, the Insurer, and their attorneys and representatives from any -
and all liability in connection with any such tax consequences.
21. Confidentiality
The parties agree that neither they nor their attorneys nor representatives shall
reveal to anyone, other than as may be mutually agreed to in writing, any of the
terms of this Settlement Agreement or any of the amounts, numbers or terms and
conditions of any sums payable to Payee(s) hereunder.
22. Entire Agreement
This Settlement Agreement contains the entire agreement between Plaintiffs,
Defendants and the Insurer with regard to the matters set forth herein. There are no
other understandings or agreements, verbal or otherwise, in relation thereto, between
the parties except as herein expressly set forth.
23. Effectiveness
This Settlement Agreement shall become effective immediately following„
execution by all of the parties.
~ '
4
Executed at /0,' 0 , this day of
,2002.
WITNESS:
J
Geoffrey Woolley -as _
Guardian ad Litem for
Logan Woolley., a minor
Attorney for the Plaintiffs
CITY HUNTINGT N BEACH
North Amer pecialty
Mayor
Ins �,e-Gompany
APPROVED AS T FORM:
/oc
Cify Attorney 7.2 3.0 Z
APPROVED AS TO FORM: Tt{Q`
l Moore_ S ecial Counsel -
W-Y4.20U2 11:11AM Hollins Schechter 114-55H U91 NU.1952 Y. lj
ADDENDUM NO, 1
Description of Periodic Payments
Payee: Logan Wooller
GUARANTEED LUMP SUM PAYMENTS
$ 15,000 TO BE PAID ON SEPTEMBER 3, 2004
$ 30,000 TO. BE PAID ON SEPTEMBER 3, 2011
$ 40,000 TO BE PAID ON SEPTEMBER 3, 2016
$135,452 TO BE PAID ON SEPTEMBER 3, 2036
BENEFICIARY: The Estate of Logan Wooller
11
CI i � Cic
HB CITY OF HUNTINGTON BEACH Iu?�F-�` C�
INTER -DEPARTMENT COMM UNICATIO4001 PLAY I I A G• 2 3
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: GAIL HUTTON, City Attorney
.DATE: May 16, 2002
SUBJECT: Notice Provided .Pursuant to Government Code Section 54957.1,
Reporting Action Taken to Settle Logan W. v...City of Huntington Beach
and National Junior Basketball -League; OCSC Case No. 01 CC05234
Pursuant to settlement authority granted in closed session on Monday, May 6, 2002, the
City has settled the matter of Logan W., a minor, by and through his Guardian ad
Litem, v. City of Huntington Beach; National Junior Basketball League, A California
Non -Profit Corporation; Juan Guzman aka Juan Guzman-Adame; Orange County
Superior Court Case No. 01 CC05234.
The Council voted to extend settlement authority, as follows: 7 Ayes; 0 Noes; 0 Abstentions.
The suit.,was settled, for a total amount of $105,000 with the City's contribution being
$25,000. The settlement is subject to court approval because it involved a minor. The
case concerned allegations that the defendants negligently hired and retained an
individual who molested Plaintiff, a minor.
GAIL HUTTON
City Attorney
GH/ab
cc: Ray Silver, City Administrator
Connie Brockway, City Clerk
Bill Workman, Assist. City Administrator
Karen Foster, Risk Manager
U_7
Closed/02 Report//Logan AV -minor Vonce
File Notes
Office of the City Clerk
Huntington Beach, California
O1- 29.02 ; MAj ot4 � Co Qom) } SIbN
QM ►�Lvk� ft-vv W
o� ���c�►•fi a-tvbl" P4-' �0 A SA L r"-
A`Fz�1PEv PN
(4) May 20, 2002 - Council/Agency—Vi linutes - Page 4
Reconvened City Council/Redevelopment Agency Meeting - 7:00 P.M. - Council
Chambers
City Council/Redevelopment Agency Roll Call
Present: Green, Dettloff, Boardman, Cook, Houchen, Winchell, Bauer
Absent: None
City Attorney Announced Action Taken by City Council In Closed Session on May 6, 2002
Pursuant To Government Code Section 54957.1 To Settle Logan W. v. City of Huntington
Beach and National Junior Basketball League; OCSC Case No. 01 CCO5234 - (120.80)
City Attorney Gail Hutton announced that pursuant to settlement authority granted in Closed
Session on Monday, May 6, 2002, the City has settled the matter of Logan W., a minor, by and
through his Guardian ad Litem, v. City of Huntington Beach; National Junior Basketball
League, A California Non- Profit Corporation; Juan Guzman aka Juan Guzman-Adame;
Orange County Superior Court Case No. 01CC05234. The Council voted to extend settlement
authority, as follows: 7 Ayes; 0 Noes; 0 Abstentions.
The suit was settled for a total amount of $105,000 with the City's contribution being $25,000.
The settlement is subject to court approval because it involved a minor. The case concerned
allegations that the defendants negligently hired and retained an individual who molested
Plaintiff, a minor.
Pledge of Allegiance — by former Huntington Beach Mayor, Norma Brandel Gibbs.
The Acting Assistant City Clerk Announced Late Communications
Pursuant to the Brown Act (Open Meetings Act) Acting Assistant City Clerk Liz Ehring
announced Late Communications regarding agenda items that had been received by the Office
of the City Clerk following distribution of the agenda packet:
Communication dated May 20, 2002 from Bob Polkow transmitting his opinion relative to the
proposal submitted by the Public Works Department for the use of Proposition 40 funds for
acquisition of the Bolsa Chica.
Communication dated May 20, 2002 from the City Attorney's Office transmitting a the above -
mentioned communication from Bob Polkow. Communication titled May 20, 2002, Agenda Item
C-1a — Public Works Item 4..
Communication dated May 20, 2002 from Jim Martin in opposition to the proposed use of
Proposition 40 funds for the Police gun Range clean-up and the Bolsa Chica acquisition.
Communication titled Agenda Item C-a, Council Committee Report Recommendations for Prop
40 Funding & Request for Direction on request for funds.
Communication dated May 17, 2002 from Tim Geddes transmitting his support of the
Redevelopment Plan for Southeast Huntington Beach. Communication titled Southeast Coast
Redevelopment Plan Public Hearing on 5-20-02.
IJ it:!. i i.`l Ji emu, CA
CITY OF HUNTINGTON BEACH f L,
Inter -Department Communication
TO: Connie Brockway, City Clerk
FROM: Scott Field, Assistant City Attorney
DATE: July 10, 2002
SUBJECT: Logan W. v. City of Huntington Beach and National Junior
Basketball League, OCSC Case No. 01 CC05234
Pursuant to the attached memo dated May 16, 2002, the City Attorney reported out the .
settlement of the above -referenced case on May 20, 2002. Enclosed is the Settlement
Agreement in this case. We would appreciate if you would arrange for the May.:�r to
the Agreement and you to attest to it. Please return the Agreement to me as it needs to be
submitted to the Court in order to receive Court approval to the settlement; Court
approval is required because the settlement involves a minor.
Scott Field
Assistant City Attorney
Enclosures
SF/a: 02memo/Brockkcay-Logan W.
HB CITY OF HUNTINGTON BEACH
INTER -DEPARTMENT COMMUNICATION .
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: GAIL HUTTON, City Attorney
DATE: May 16, 2002
SUBJECT: Notice Provided Pursuant to Government Code Section 54957.1,
Reporting Action Taken to Settle Logan W. v. City of Huntington Beach
and National Junior Basketball League; OCSC Case No. 01 CC05234
Pursuant to settlement authority granted in closed session on Monday, May 6, 2002, the
City has settled the matter of Logan W., a minor, by and through his Guardian .ad
Litem, v. City of Huntington Beach; National Junior Basketball League, A California
Non -Profit Corporation; Juan Guzman aka Juan Guzman-Adame; Orange County
Superior Court Case No. 01 CC05234.
The Council voted to extend settlement authority, as follows: 7 Ayes; 0 Noes; 0 Abstentions
The suit was settled for a total amount of $105,000 with the City's contribution being
$25,000. The settlement is subject to court approval because it involved a minor. The
case concerned allegations that the defendants negligently hired and retained an
individual who molested Plaintiff, a minor.
GAIL HUTTON
City Attorney
GH/ab
cc: Ray Silver, City Administrator
Connie Brockway, City Clerk
Bill Workman, Assist. City Administrator
Karen Foster, Risk Manager
Closed/02 Report//Logan W-minor Notice
SETWMENT AGREEMENT AND RELERE
THIS SETTLEMENT AGREEMENT AND RELEASE ("Settlement Agreement") is
made and entered into this day of 2002 by and between
Logan Wooller.,_a minor, by and through his Guardian ad Litem, Geoffrey Wooller,
("Plaintiffs"); City of Huntington Beach; National Junior Basketball League, A
California Non -Profit Corporation; ("Defendants") and North American Specialty
Insurance Company ("Insurer") for the purpose of settling the claims, controversies
and disputes among the aforesaid parties arising out of incidents in 1999 and 2000.
RECITALS
A. Said Plaintiffs have presented claims against Defendants in an action in the
Superior Court of the State of California, for the County of Orange — Central
Justice Center, Case NO: 01 CC05234, arising out of incidents in 1999 and
2000
B. Pursuant to Defendants' motions for summary judgment, judgments in favor
of Defendants and against the other two plaintiffs in said action, Geoffrey
Wooller and Jerilynne Wooller, individually, have been entered by the court.
In consideration for this settlement agreement and release, Defendants have
waived their costs against. said Plaintiffs and said Plaintiffs in turn have
waived any right to appeal said judgments.
C. Defendant City of Huntington Beach is self insured and has agreed to
contribute cash.in the amount of $25,000 towards said settlement. The
remaining $80,000. of said settlement, which totals $105,000, .will be paid on
1
behalf of defen*t National Junior Basketball Lea
9 u�bY it's Insurer North
American Specialty Insurance Company.
D. North American Specialty Insurance Company is the Insurer of National
Junior Basketball League and as such would be obligated to pay any
judgment against it covered by its policy.
E. The parties desire to enter into this Settlement Agreement to discharge all
claims which are the subject of the First Amended Complaint (hereinafter
"Complaint"), upon the payment of the settlement amounts, which terms and
conditions are set forth herein.
F. This settlement agreement and release, and the obligations thereunder, are
conditioned on the court's approval of Logan Wooller's petition for minor's
compromise in said matter. .
AGREEMENT •
The parties hereby agree as follows:
1. Release and Discharge
In consideration of the payments called for herein, the Plaintiffs hereby
completely release and forever discharge the Defendants and the Insurer, and their
past, present and future officers, directors, stockholders, attorneys, agents, servants,
representatives, employees, subsidiaries, affiliates, partners, predecessors, and
successors in interest, and assigns and all other persons, firms or corporations with
whom any of the former have been, are now or may hereafter be affiliated, of and from
any and 'all past, present or future claims, demands, obligations, actions, causes of
action, rights, damages, costs, expenses and compensation of any nature whatsoever,
whether based on a tort, contract or other theory of recovery, and whether for
compensatory or punitive damages, which the Plaintiffs now have, or which may
hereafter accrue or otherwise be acquired, on account of, or in any way growing out of,
or which are the subject of, the Complaint (and all related pleadings) including, without
limitation, any and all known or unknown claims for bodily and personal injuries to
Plaintiffs, and the consequences thereof, which have resulted or may result from the
alleged negligent acts or omissions of, or breaches by the Defendants. This release
shall be a fully binding and complete settlement between the Plaintiffs, the Defendants,
and the Insurer and all parties represented by or claiming through the Plaintiffs save
only the executory provisions of this Settlement Agreement.
3
•
•
2.- Payments
In consideration of the release set forth above, the Defendants and the Insurer
hereby agree to pay to the Plaintiffs the following sums in the following manner:
a. The sum of $36,054.00 for cash consisting of $25,000.00 paid by Defendant
City of Huntington Beach and $11,054.00 paid on behalf of National Junior
Basketball League, to the Plaintiffs and for attorney fees.
b. The Periodic Payments. described more specifically in Addendum No. 1
attached hereto (the "Periodic Payments").
All sums set forth herein constitute damages on account of personal injuries or
sickness, within the meaning of Section 104(a)(2) of the Internal Revenue Code of
1986, as amended.
3.' Right to Purchase an Annuity
For its own. convenience, the Insurer or its Assignee may fund its obligation as
described more specifically in Addendum No. 1 attached hereto (the "Periodic.
Payments") through the purchase of an annuity from The Travelers Insurance
Company. The life insurance company at the direction of the Insurer or its Assignee
shall mail all deferred payments directly to the. Plaintiffs described in Addendum No. 1.-
The Plaintiffs shall be responsible for -communicating a current mailing address to the
Insurer or its Assignee, and for communicating any changes of his/her mailing address
to the Insurer or its Assignee in a reasonable and prompt manner. Any delay in
payment due to Plaintiffs' failure to so inform the Assignee will result in no penalty to the
Defendants or the Insurer for any reason:
Ll
L_J
4. Attorney Fees
Each party hereto shall bear all attorney fees and costs arising from the actions
of its own counsel in connection with the Complaint, Settlement Agreement and all
matters and documents referred to herein except as specifically provided in Paragraph
2a. The attorney fee provided for in Paragraph 2a is being made by the Insurer as part
of the settlement on behalf of the Plaintiffs.
5. Payee's Beneficiary
Any payments to be made after the death of any Payee pursuant to the terms of
the Settlement Agreement shall be made to such person or entity as shall be
designated in writing by Plaintiffs to the Insurer or the Insurer's Assignee. If no person
or entity is so designated by Plaintiffs, or if the person designated is not living at the
time of the Payee's death, such payments shall be made to the Estate of the Payee. No
such designation, nor any revocation thereof,.shall be effective unless it is in writing and
delivered to the Insurer or the Insurers Assignee. The designation must be in a form
acceptable to the .Insurer or the Insurer's Assignee before such payments are made.
6. General Release
Subject to The Recitals, the Plaintiffs hereby acknowledge and agree that the
release set forth in Section 1 hereof is a general release and expressly waive and
assume the risk of any and all claims for damages which exist as of this date, but which
the Plaintiffs do not know of or suspect to exist, whether through ignorance, oversight,
error, negligence, or otherwise, and which, if known, would materially affect his/her
decision to enter into this Settlement Agreement. The Plaintiffs therefore waive all
5
rights or benefits which th1pnow have or in the future may have under the terms of
Section 1542 of the. Civil Code of the State of California, which Section reads as follows: ;
Section 1542. General Release —Claims Extinquished. A general release does riot
extend to claims which the creditor does not know or suspect to exist in his favor at the
time, of executing the releasewhich if known by him must have materially affected his
settlement with the debtor. The Plaintiffs further agree that he/she has accepted
_payment of the sums specified herein as a complete compromise of matters involving
disputed issues of law and fact.and fully assume the.risk that the facts or the law may
be otherwise than believed or understood.
7. Delivery of Dismissal Order
Upon satisfaction and compliance with the Recitals, counsel for the Plaintiffs will
deliver to counsel for the Defendants and Insurer an order of dismissal with prejudice of
the civil action described in Recital A above.
8. Warranty of Capacity to Execute Agreement
The Plaintiffs represent and warrant that no other person or entity has or has had
any interest in the claims, demands, obligations, or causes of action referred to in this
Settlement Agreement, that he/she has the sole and exclusive right to receive sums
specified in it, and that he/she has not sold, assigned, transferred, conveyed or
otherwise disposed of any of the claims, demands, obligations, or causes of action
referred to in this Settlement Agreement.
9. Disclaimer of Liability
The Plaintiffs agree and acknowledge that payment of the sums specified in this
Settlement Agreement are a full and complete compromise of matters involving
t
disputed issues; that neitio payment of the sums by the Defendants and Insurer nor
the negotiations for this settlement (including all statements, admissions, or
communications) by the Insurer, the Defendants, or their attorneys or representatives
shall be considered admissions by any of said parties and same is hereby expressly
denied by all parties; and that no past or present wrongdoing on the part of the
Defendants shall be implied by such payment or negotiations.
10. Indemnity .
Plaintiffs agree to indemnify and save harmless the Defendants and the Insurer
from any and all claims or liens presently existing against the settlement herein by any
person, entity, or corporation.
11. Entire Agreement and Successors in Interest
This Settlement Agreement contains the entire agreement between the Plaintiffs,
the Defendants, and the Insurer with regard to the matters set forth in it and shall be
binding upon and inure to the benefit of the executors, administrators, personal
representatives, heirs, successors and assigns of each.
12. Construction by State Law
This Settlement Agreement is entered into in the State of California and shall be
construed and interpreted in accordance with its laws.
13. Representation of Comprehension of Document
In entering into this Settlement Agreement, Geoffrey Wooller, Guardian ad Litem
for Logan Wooller, a Minor, represents that he is more than eighteen (18) years of age
and has relied upon the advice of personally selected counsel and that the terms of the
7
Settlement Agreement h been completely read and ex lai and that those terms
9 p Y p
are fully understood and voluntarily agreed to.
14. Additional Documents
All parties agree to cooperate fully and execute any and all documents and to
take all additional actions which may be necessary or appropriate to give full force and
effect to the basic terms and intent of this Settlement Agreement.
15. Payee's Rights To Payments
Plaintiffs acknowledge that the Periodic Payments cannot be accelerated,
deferred, increased or decreased by the Plaintiffs or any Payee, nor shall the Plaintiffs j
or any payee have the power to sell, mortgage, encumber, or anticipate the Periodic
Payments, or any part thereof, by assignment or otherwise.
16. Nonassignment by Plaintiffs
The periodic payments to be received by Plaintiffs as described more specifically
in.Addendum.No. 1 attached hereto (the "Periodic Payments") are not subject in any
manner to, anticipation, alienation, sale, transfer, assignment, pledge or encumbrance
by Plaintiffs.
17. Consent to Qualified Assignment 1
I
Plaintiffs acknowledge and agree that the Defendants and/or the Insurer may
make a "qualified assignment" within the meaning of Section 130(c) of the Internal
Revenue Code of 1986, as amended, of the Defendants' and/or the Insurer's liability to
make the Periodic Payments set forth in Addendum No. 1 attached hereto (the "Periodic
Payments") to The Travelers Life and Annuity Company ("the Assignee"). The
Assignee's obligation for payment of the Periodic Payments shall be no greater than
that of Defendants and/04 Insurer (whether by judgment orpreement) immediately
preceding the assignment of the Periodic Payments obligation.
Any such -assignment, if made, shall be accepted by the Plaintiffs without right of
rejection and shall completely release and discharge the Defendants and the Insurer
from the Periodic Payments obligation assigned to the Assignee. The Plaintiffs
recognize that, in the event of such an assignment, the Assignee shall be the sole
obligor with respect to the Periodic Payments obligation, and that all other releases with
respect to the Periodic Payments obligation that pertain to the liability of the Defendants
and the Insurer shall thereupon become final, irrevocable and absolute.
18. It is further understood and agreed by the undersigned that, with the
exception of the $36,054.00 cash payable upon. approval of this Agreement as provided
above, all future payments hereunder may, at the option of the Insurer, or its assignee,
The Travelers Life and Annuity Company be funded by the purchase of an annuity
from The Travelers Insurance Company. The Assignee will provide for payments as
described more specifically in Addendum No. 1.
19. It is fully understood and agreed that this Release covers all claims asserted,
it being the intent of the undersigned Releasing Party to fully extinguish every and all
claims against anyone allegedly responsible for injuries or damages sustained as a
direct or indirect result of the occurrences in 1999 and 2000.
20. Tax Consequences
It is further understood among the parties that those parties receiving monies
hereunder have not relied upon any representations, expressed or implied, made by the
Defendants, the Insurer or their attorneys or representatives, as to the possible tax
9
AD • DENDUM NO. 1
Description, of Periodic Payments
Payee: Logan Wooller
GUARANTEED'LUMP SUM PAYMENTS
$ 18,500 TO BE PAID ON SEPTEMBER 3, 2004
$ 30,000 TO BE PAID ON SEPTEMBER 3, 2011
$ 45,000 TO BE PAID ON SEPTEMBER 3, 2016
$160,000 TO BE PAID ON SEPTEMBER 3, 2036
BENEFICIARY: The Estate of Logan Wooller