In the United States Court of Federal Claims OFFICE OF SPECIAL MASTERS
********************* SHERRY LERWICK, legal * representative of a minor child, * No. 06-847V B.L., * Special Master Christian J. Moran * Petitioner, * Filed: August 15, 2014 * v. * Damages; decision based on proffer; * diphtheria-tetanus- acellular pertussis; SECRETARY OF HEALTH * (“DTaP”); acute disseminated AND HUMAN SERVICES, * encephalomyelitis (“ADEM”). * Respondent. * ********************* Curtis Webb, Twin Falls, ID, for petitioner; Darryl R. Wishard, United States Dep’t of Justice, Washington, DC, for respondent.
UNPUBLISHED DECISION AWARDING DAMAGES1
On December 12, 2006, Sherry Lerwick filed a petition on behalf of her child, B.L., seeking compensation the National Vaccine Injury Compensation Program, 42 U.S.C. § 300aa—10 through 34 (2006). In her petition, Ms. Lerwick alleged that the diphtheria-tetanus- acellular pertussis (“DTaP”) vaccination caused B.L. to suffer acute disseminated encephalomyelitis (“ADEM”) and Sandifer’s syndrome. Ms. Lerwick was found entitled to compensation under the Vaccine Act. Ruling, 2011 WL 4537874 (Fed. Cl. Spec. Mstr. Sept. 8, 2011).
1 The E-Government Act of 2002, Pub. L. No. 107-347, 116 Stat. 2899, 2913 (Dec. 17, 2002), requires that the Court post this decision on its website. Pursuant to Vaccine Rule 18(b), the parties have 14 days to file a motion proposing redaction of medical information or other information described in 42 U.S.C. § 300aa-12(d)(4). Any redactions ordered by the special master will appear in the document posted on the website. A hearing was held in September 2013, to resolve the parties’ disputed damages including B.L.’s attendant care needs. Ms. Lerwick was awarded interim compensation for her undisputed unreimbursed medical expenses through August 30, 2013 and pain and suffering. Decision, 2014 WL 643708 (Fed. Cl. Spec. Mstr. Jan. 23, 2014). The undersigned later ruled on B.L.’s disputed attendant care needs and the parties were ordered to incorporate the ruling into a proffer for the purpose of awarding Ms. Lerwick’s compensation. Ruling, 2014 WL 3720309 (Fed. Cl. Spec. Mstr. June 30, 2014).
On August 14, 2014, respondent filed a Proffer on Award of Compensation, to which petitioner agrees. Based upon the record as a whole, the special master finds the proffer reasonable and that petitioner is entitled to an award as stated in the Proffer. Pursuant to the Proffer, with Tab A, attached hereto as “Appendix A,” the court awards petitioner:
A. A lump sum payment of $988,480.53, representing compensation for life care expenses expected to be incurred during the first year after judgment ($293,290.44) and lost future earnings ($695,190.09), in the form of a check payable to petitioner as guardian/conservator of B.L., for the benefit B.L. No payments shall be made until petitioner provides respondent with documentation establishing that she has been appointed as the guardian/conservator of B.L.’s estate. If petitioner is not authorized by a court of competent jurisdiction to serve as guardian/conservator of the estate of B.L., any such payment shall be made to the party or parties appointed by a court of competent jurisdiction to serve as guardian/conservator of the estate of B.L. upon submission of written documentation of such appointment to the Secretary, and
B. A lump sum payment of $29,448.76, representing compensation for additional past unreimbursable expenses, in the form of a check payable to petitioner, Sherry Lerwick.
C. A lump sum payment of $92,007.21, representing compensation for satisfaction of the State of California Medicaid lien, payable jointly to petitioner and Petitioner agrees to endorse this payment to the State of California.
2 D. An amount sufficient to purchase an annuity contract, 2 subject to the conditions described below, that will provide payments for the life care items contained in the life care plan, as illustrated by the chart at Tab A, attached hereto, paid to the life insurance company3 from which the annuity will be purchased. 4 Compensation for Year Two (beginning on the first anniversary of the date of judgment) and all subsequent years shall be provided through respondent’s purchase of an annuity, which annuity shall make payments directly to petitioner (or any other party who is appointed) as guardian/conservator of the estate of B.L., only so long as B.L. is alive at the time a particular payment is due. At the Secretary’s sole discretion, the periodic payments may be provided to petitioner in monthly, quarterly, annual or other installments. The “annual amounts” set forth in the chart at Tab A describe only the total yearly sum to be paid to petitioner and do not require that the payment be made in one annual installment.
In the absence of a motion for review filed pursuant to RCFC Appendix B, the clerk of the court is directed to enter judgment herewith.
Any questions may be directed to my law clerk, Mary Holmes, at (202) 357- 6353.
2 In respondent’s discretion, respondent may purchase one or more annuity contracts from one or more life insurance companies. 3 The Life Insurance Company must have a minimum of $250,000,000 capital and surplus, exclusive of any mandatory security valuation reserve. The Life Insurance Company must have one of the following ratings from two of the following rating organizations:
a. A.M. Best Company: A++, A+, A+g, A+p, A+r, or A+s; b. Moody's Investor Service Claims Paying Rating: Aa3, Aa2, Aa1, or Aaa; c. Standard and Poor's Corporation Insurer Claims-Paying Ability Rating: AA-, AA, AA+, or AAA; d. Fitch Credit Rating Company, Insurance Company Claims Paying Ability Rating: AA-, AA, AA+, or AAA.
5 Petitioner authorizes the disclosure of certain documents filed by the petitioner in this case consistent with the Privacy Act and the routine uses described in the National Vaccine Injury Compensation Program System of Records, No. 09-15-0056.
3 IT IS SO ORDERED.
s/Christian J. Moran Christian J. Moran Special Master
4 Case 1:06-vv-00847-UNJ Document 247 Filed 08/14/14 Page 1 of 6
IN THE UNITED STATES COURT OF FEDERAL CLAIMS
OFFICE OF SPECIAL MASTERS _______________________________________ ) SHERRY LERWICK, legal representative ) of a minor child, B.L. ) ) Petitioner, ) ) v. ) No. 06-847V ECF ) Special Master Moran SECRETARY OF HEALTH AND HUMAN ) SERVICES, ) ) Respondent. ) )
RESPONDENT'S PROFFER ON AWARD OF COMPENSATION
I. Items of Compensation
A. Life Care Items
Respondent engaged life care planner Laura Fox, MSN, RN, CNCLP, and petitioner
engaged Helen Woodard, M.A. and Amy Weaver, M.A., to provide an estimation of B.L.’s
future vaccine-injury related needs. For the purposes of this proffer, the term “vaccine related”
is as described in the Special Master’s Ruling on Entitlement, filed September 8, 2011. All items
of compensation either identified in the life care plan, or otherwise ordered after adjudication of
several contested items of compensation by the Special Master in his Published Ruling
Regarding Compensation, filed June 30, 2014, are illustrated by the chart entitled Appendix A:
Items of Compensation for B.L., attached hereto at Tab A. 1 Respondent proffers that B.L.
should be awarded all items of compensation set forth in the life care plan or otherwise ordered
by the Special Master and illustrated by the chart attached at Tab A. Petitioner agrees.
1 The chart at Tab A illustrates the annual benefits provided by the life care plan or otherwise ordered by the Special Master. The annual benefit years run from the date of judgment up to the first anniversary of the date of judgment, and every year thereafter up to the anniversary of the date of judgment.
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B. Lost Future Earnings
The parties agree that based upon the evidence of record, B.L. will not be gainfully
employed in the future. Therefore, respondent proffers that B.L. should be awarded lost future
earnings as provided under the Vaccine Act, 42 U.S.C. § 300aa-15(a)(3)(B). Respondent
proffers that the appropriate award for B.L.’s lost future earnings is $695,190.09. Petitioner
agrees.
C. Pain and Suffering
On April 16, 2014, the Special Master issued a Published Decision, After Consideration
Awarding Compensation on an Interim Basis, awarding pain and suffering in the amount of
$250,000.00. This item of compensation has been paid. Therefore, respondent proffers that
petitioner is not entitled to any additional compensation for pain and suffering under 42 U.S.C. §
300aa-15(a)(4). Petitioner agrees.
D. Additional Past Unreimbursable Expenses
On April 16, 2014, the Special Master issued a Published Decision, After Consideration
Awarding Compensation on an Interim Basis, awarding past unreimbursable expenses through
August 31, 2013, in the amount of $75,000.00. Thus, a portion of this item of compensation has
been paid. Evidence recently supplied by petitioner documents petitioner’s expenditure of
additional past unreimbursable expenses related to B.L.’s vaccine-related injury after August 31,
2013. Respondent proffers that petitioner should be awarded additional past unreimbursable
expenses in the amount of $29,448.76. Petitioner agrees.
E. Medicaid Lien
Respondent proffers that B.L. should be awarded funds to satisfy the State of California
Medicaid lien in the amount of $92,007.21, which represents full satisfaction of any right of
subrogation, assignment, claim, lien, or cause of action the State of California may have against
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any individual as a result of any Medicaid payments the State of California has made to, or on
behalf of, B.L. from the date of his eligibility for benefits through the date of judgment in this
case as a result of his vaccine-related injury suffered on or about August 3, 2004, under Title
XIX of the Social Security Act.
II. Form of the Award
The parties recommend that the compensation provided to B.L. should be made through a
combination of lump sum payments and future annuity payments as described below, and request
that the Special Master’s decision and the Court’s judgment award the following: 2
A. A lump sum payment of $988,480.53, representing compensation for life care
expenses expected to be incurred during the first year after judgment ($293,290.44) and lost
future earnings ($695,190.09), in the form of a check payable to petitioner as
guardian/conservator of B.L., for the benefit B.L. No payments shall be made until petitioner
provides respondent with documentation establishing that she has been appointed as the
guardian/conservator of B.L.’s estate. If petitioner is not authorized by a court of competent
jurisdiction to serve as guardian/conservator of the estate of B.L., any such payment shall be
made to the party or parties appointed by a court of competent jurisdiction to serve as
guardian/conservator of the estate of B.L. upon submission of written documentation of such
appointment to the Secretary.
B. A lump sum payment of $29,448.76, representing compensation for additional past
unreimbursable expenses, in the form of a check payable to petitioner, Sherry Lerwick.
C. A lump sum payment of $92,007.21, representing compensation for satisfaction of the
State of California Medicaid lien, payable jointly to petitioner and
2 Should B.L. die prior to entry of judgment, the parties reserve the right to move the Court for appropriate relief. In particular, respondent would oppose any award for future medical expenses and lost future earnings.
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State of California Department of Health Care Services Recovery Branch – MS 4720 P.O. 997421 Sacramento, CA 95899-7421 DHCS Account No: C963399332E-001T Attn: Mr. Robert McKinney
Petitioner agrees to endorse this payment to the State of California.
D. An amount sufficient to purchase an annuity contract, 3 subject to the conditions
described below, that will provide payments for the life care items contained in the life care plan,
as illustrated by the chart at Tab A, attached hereto, paid to the life insurance company 4 from
which the annuity will be purchased. 5 Compensation for Year Two (beginning on the first
anniversary of the date of judgment) and all subsequent years shall be provided through
respondent’s purchase of an annuity, which annuity shall make payments directly to petitioner
(or any other party who is appointed) as guardian/conservator of the estate of B.L., only so long
as B.L. is alive at the time a particular payment is due. At the Secretary’s sole discretion, the
periodic payments may be provided to petitioner in monthly, quarterly, annual or other
installments. The “annual amounts” set forth in the chart at Tab A describe only the total yearly
3 In respondent’s discretion, respondent may purchase one or more annuity contracts from one or more life insurance companies. 4 The Life Insurance Company must have a minimum of $250,000,000 capital and surplus, exclusive of any mandatory security valuation reserve. The Life Insurance Company must have one of the following ratings from two of the following rating organizations:
a. A.M. Best Company: A++, A+, A+g, A+p, A+r, or A+s;
b. Moody's Investor Service Claims Paying Rating: Aa3, Aa2, Aa1, or Aaa;
c. Standard and Poor's Corporation Insurer Claims-Paying Ability Rating: AA-, AA, AA+, or AAA;
d. Fitch Credit Rating Company, Insurance Company Claims Paying Ability Rating: AA-, AA, AA+, or AAA. 5 Petitioner authorizes the disclosure of certain documents filed by the petitioner in this case consistent with the Privacy Act and the routine uses described in the National Vaccine Injury Compensation Program (con’t) System of Records, No. 09-15-0056. -4- Case 1:06-vv-00847-UNJ Document 247 Filed 08/14/14 Page 5 of 6
sum to be paid to petitioner and do not require that the payment be made in one annual
installment.
1. Growth Rate
Respondent proffers that a four percent (4%) growth rate should be applied to all non-
medical life care items, and a five percent (5%) growth rate should be applied to all medical life
care items. Thus, the benefits illustrated in the chart at Tab A that are to be paid through annuity
payments should grow as follows: four percent (4%) compounded annually from the date of
judgment for non-medical items, and five percent (5%) compounded annually from the date of
judgment for medical items. Petitioner agrees.
2. Life-contingent annuity
Petitioner will continue to receive the annuity payments from the Life Insurance
Company only so long as B.L. is alive at the time that a particular payment is due. Written
notice shall be provided to the Secretary of Health and Human Services and the Life Insurance
Company within twenty (20) days of B.L.’s death.
3. Guardianship
No payments shall be made until petitioner provides respondent with documentation
establishing that she has been appointed as the guardian/conservator of B.L.’s estate. If
petitioner is not authorized by a court of competent jurisdiction to serve as guardian/ conservator
of the estate of B.L., any such payment shall be made to the party or parties appointed by a court
of competent jurisdiction to serve as guardian/conservator of the estate of B.L. upon submission
of written documentation of such appointment to the Secretary.
III. Summary of Recommended Payments Following Judgment
A. Lump Sum paid to petitioner as guardian/conservator of B.L.’s estate: $ 988,480.53
B. Lump Sum paid to petitioner, Sherry Lerwick: $ 29,448.76
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C. Medicaid Lien: $ 92,007.21
D. An amount sufficient to purchase the annuity contract described above in section II. D.
Respectfully submitted,
STUART F. DELERY Assistant Attorney General
RUPA BHATTACHARYYA Director Torts Branch, Civil Division
VINCENT J. MATANOSKI Deputy Director Torts Branch, Civil Division
VORIS E. JOHNSON, JR. Assistant Director Torts Branch, Civil Division
/s/Darryl R. Wishard DARRYL R. WISHARD Trial Attorney Torts Branch, Civil Division U.S. Department of Justice P.O. Box 146 Benjamin Franklin Station Washington, D.C. 20044-0146 Telephone: (202) 616-4357
Dated: August 14, 2014
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Lump Sum Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation ITEMS OF COMPENSATION G.R. * M Year 1 Year 2 Year 3 Year 4 Year 5 Years 6-8 Year 9 Year 10 2014 2015 2016 2017 2018 2019-2021 2022 2023 TriCare MOP 5% 3,000.00 3,000.00 3,000.00 3,000.00 3,000.00 3,000.00 3,000.00 3,000.00 Medicare Part B Premium 5% M Medicare Part B Deductible 5% * Pediatrician/ Internist 5% * Pediatric Neurologist 5% * Adult Neurologist 5% * Gastroenterologist 5% * Orthopaedic Surgery Eval 5% * Ophthalmologist 5% * Physical Medicine & Rehab 5% * Addt'l Medical Visits 5% * EEG 5% * Swallow Study 5% * Lab Work 5% * Hospitalizations 5% * Albuterol 5% * 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 Clonaze-pam 5% * 15.00 15.00 15.00 15.00 15.00 15.00 15.00 15.00 Diazepam 5% * 20.00 20.00 20.00 20.00 20.00 20.00 20.00 20.00 Periactin 5% * 60.00 60.00 60.00 60.00 60.00 60.00 60.00 60.00 Trileptical 5% * 238.00 238.00 238.00 238.00 238.00 238.00 238.00 238.00 Nexium 5% * 60.00 60.00 60.00 60.00 60.00 60.00 60.00 60.00 OTC Meds 4% 48.00 48.00 48.00 48.00 48.00 48.00 48.00 48.00 Diapers and Supplies 4% M 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 Nebulizer Supplies 4% * 6.00 6.00 6.00 6.00 6.00 6.00 6.00 6.00 Suctioning Supplies 4% * 47.60 47.60 47.60 47.60 47.60 47.60 47.60 47.60 Feeding Program 4% M 2,989.35 2,989.35 2,989.35 2,053.13 2,053.13 2,053.13 2,053.13 2,053.13 LVN/ Aide/ Respite 4% M 124,472.00 124,472.00 124,472.00 137,324.00 137,324.00 137,324.00 137,324.00 150,176.00 Case Mngt 4% M 2,400.00 2,400.00 2,400.00 2,400.00 2,400.00 2,400.00 2,400.00 2,400.00 High Intensity PT 4% 7,000.00 PT 4% * Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 2 of 9 Appendix A: Items of Compensation for B.L. Page 2 of 9
Lump Sum Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation ITEMS OF COMPENSATION G.R. * M Year 1 Year 2 Year 3 Year 4 Year 5 Years 6-8 Year 9 Year 10 2014 2015 2016 2017 2018 2019-2021 2022 2023 OT 4% * ST 4% * Neuro-Motor Therapy 4% 16,000.00 Recreational Therapy & Camp 4% 1,250.00 1,250.00 1,250.00 1,250.00 1,250.00 1,250.00 1,250.00 1,250.00 Educational Advocate 4% 1,200.00 1,200.00 1,200.00 1,200.00 1,200.00 1,200.00 1,200.00 1,200.00 Stander 4% * Gait Trainer 4% * Suction Machine 4% * Nebulizer 4% * 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 AFOs 4% * Hand Splints 4% * Collar 4% * WC- Manual 4% * Power WC 4% * Lift System 4% * Lift Maint 4% * 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 Hospital Bed 4% * Positioning Wedges 4% 847.50 169.50 169.50 169.50 169.50 169.50 169.50 169.50 Sleep Safe Bed 4% 5,000.00 Glasses 4% * Vestibular Swing 4% 3,195.00 Educational Games 4% 100.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 iPad 4% 689.99 689.99 689.99 Bath Chair 4% 560.00 Shower Chair 4% 1,200.00 300.00 300.00 300.00 300.00 300.00 300.00 300.00 Adaptive Trike 4% 1,390.00 Beach WC 4% 1,819.50 Food Thickener 4% 149.50 149.50 149.50 149.50 149.50 149.50 149.50 149.50 Modified Van 4% 48,424.00 Home Mods 0% 85,000.00 Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 3 of 9 Appendix A: Items of Compensation for B.L. Page 3 of 9
Lump Sum Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation ITEMS OF COMPENSATION G.R. * M Year 1 Year 2 Year 3 Year 4 Year 5 Years 6-8 Year 9 Year 10 2014 2015 2016 2017 2018 2019-2021 2022 2023 Lost Future Earnings 695,190.09 Add. Past Expenses 29,448.76 Medicaid Lien 92,007.21 Annual Totals 1,109,936.50 138,583.95 154,583.95 150,499.73 151,189.72 150,499.73 151,189.72 163,351.73 Note: Compensation Year 1 consists of the 12 month period following the date of judgment. Compensation Year 2 consists of the 12 month period commencing on the first anniversary of the date of judgment. As soon as practicable after entry of judgment, respondent shall make the following payment to the court-appointed guardian/ conservators of the estate of B.L. for the benefit of B.L., for lost future earnings ($695,190.09) and Yr 1 life care expenses ($293,290.44): $988,480.53. As soon as practicable after entry of judgment, respondent shall make the following payment to petitioner, Sherry Lerwick, for additional past un-reimbursable expenses: $29,448.76. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and the State of California, as reimbursement of the state's Medicaid lien: $92,007.21. Annual amounts payable through an annuity for future Compensation Years follow the anniversary of the date of judgment. Annual amounts shall increase at the rates indicated in column "G.R." above, compounded annually from the date of judgment. Items denoted with an asterisk (*) covered by health insurance and/or Medicare. In respondent's discretion, items denoted with an "M" payable in 12 monthly installments totaling annual amounts provided. Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 4 of 9 Appendix A: Items of Compensation for B.L. Page 4 of 9
Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation ITEMS OF COMPENSATION G.R. * M Year 11 Year 12 Year 13 Years 14-16 Year 17 Years 18-19 Year 20 Year 21 2024 2025 2026 2027-2029 2030 2031-2032 2033 2034 TriCare MOP 5% 3,000.00 3,000.00 3,000.00 3,000.00 3,000.00 3,000.00 Medicare Part B Premium 5% M 1,258.80 1,258.80 Medicare Part B Deductible 5% * Pediatrician/ Internist 5% * Pediatric Neurologist 5% * Adult Neurologist 5% * Gastroenterologist 5% * Orthopaedic Surgery Eval 5% * Ophthalmologist 5% * Physical Medicine & Rehab 5% * Addt'l Medical Visits 5% * EEG 5% * Swallow Study 5% * Lab Work 5% * Hospitalizations 5% * Albuterol 5% * 25.00 25.00 25.00 25.00 25.00 25.00 Clonaze-pam 5% * 15.00 15.00 15.00 15.00 15.00 15.00 15.00 15.00 Diazepam 5% * 20.00 20.00 20.00 20.00 20.00 20.00 20.00 20.00 Periactin 5% * 60.00 60.00 60.00 60.00 60.00 60.00 60.00 60.00 Trileptical 5% * 238.00 238.00 238.00 238.00 238.00 238.00 238.00 238.00 Nexium 5% * 60.00 60.00 60.00 60.00 60.00 60.00 60.00 60.00 OTC Meds 4% 48.00 48.00 48.00 48.00 48.00 48.00 48.00 48.00 Diapers and Supplies 4% M 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 2,030.00 Nebulizer Supplies 4% * 6.00 6.00 6.00 6.00 6.00 6.00 Suctioning Supplies 4% * 47.60 47.60 47.60 47.60 47.60 47.60 Feeding Program 4% M 2,053.13 2,053.13 2,053.13 2,053.13 2,053.13 2,053.13 2,053.13 2,053.13 LVN/ Aide/ Respite 4% M 150,176.00 150,176.00 150,176.00 173,738.00 173,738.00 173,738.00 173,738.00 173,738.00 Case Mngt 4% M 2,400.00 2,400.00 2,400.00 2,400.00 2,400.00 1,600.00 1,600.00 1,600.00 High Intensity PT 4% PT 4% * Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 5 of 9 Appendix A: Items of Compensation for B.L. Page 5 of 9
Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation ITEMS OF COMPENSATION G.R. * M Year 11 Year 12 Year 13 Years 14-16 Year 17 Years 18-19 Year 20 Year 21 2024 2025 2026 2027-2029 2030 2031-2032 2033 2034 OT 4% * ST 4% * Neuro-Motor Therapy 4% Recreational Therapy & Camp 4% 1,250.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 Educational Advocate 4% 1,200.00 1,200.00 1,200.00 Stander 4% * 4,659.00 310.00 310.00 310.00 310.00 310.00 Gait Trainer 4% * Suction Machine 4% * Nebulizer 4% * 4.00 4.00 4.00 4.00 4.00 4.00 AFOs 4% * Hand Splints 4% * Collar 4% * WC- Manual 4% * Power WC 4% * Lift System 4% * Lift Maint 4% * 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 Hospital Bed 4% * Positioning Wedges 4% 169.50 169.50 169.50 169.50 169.50 169.50 169.50 169.50 Sleep Safe Bed 4% Glasses 4% * Vestibular Swing 4% Educational Games 4% 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 iPad 4% 689.99 689.99 689.99 Bath Chair 4% Shower Chair 4% 300.00 300.00 300.00 300.00 300.00 300.00 300.00 300.00 Adaptive Trike 4% Beach WC 4% Food Thickener 4% 149.50 149.50 149.50 149.50 149.50 149.50 149.50 149.50 Modified Van 4% 42,420.00 4,242.00 4,242.00 4,242.00 4,242.00 4,242.00 4,242.00 4,242.00 Home Mods 0% Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 6 of 9 Appendix A: Items of Compensation for B.L. Page 6 of 9
Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation ITEMS OF COMPENSATION G.R. * M Year 11 Year 12 Year 13 Years 14-16 Year 17 Years 18-19 Year 20 Year 21 2024 2025 2026 2027-2029 2030 2031-2032 2033 2034 Lost Future Earnings Add. Past Expenses Medicaid Lien Annual Totals 205,771.73 166,843.73 172,192.72 189,515.73 190,205.72 188,715.73 186,891.93 187,581.92 Note: Compensation Year 1 consists of the 12 month period following the date of judgment. Compensation Year 2 consists of the 12 month period commencing on the first anniversary of the date of judgment. As soon as practicable after entry of judgment, respondent shall make the following payment to the court-appointed guardian/ conservators of the estate of B.L. for the benefit of B.L., for lost future earnings ($695,190.09) and Yr 1 life care expenses ($293,290.44): $988,480.53. As soon as practicable after entry of judgment, respondent shall make the following payment to petitioner, Sherry Lerwick, for additional past un-reimbursable expenses: $29,448.76. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and the State of California, as reimbursement of the state's Medicaid lien: $92,007.21. Annual amounts payable through an annuity for future Compensation Years follow the anniversary of the date of judgment. Annual amounts shall increase at the rates indicated in column "G.R." above, compounded annually from the date of judgment. Items denoted with an asterisk (*) covered by health insurance and/or Medicare. In respondent's discretion, items denoted with an "M" payable in 12 monthly installments totaling annual amounts provided. Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 7 of 9 Appendix A: Items of Compensation for B.L. Page 7 of 9
Compensation Compensation ITEMS OF COMPENSATION G.R. * M Years 22-30 Years 31-Life 2035-2043 2044-Life TriCare MOP 5% Medicare Part B Premium 5% M 1,258.80 1,258.80 Medicare Part B Deductible 5% * Pediatrician/ Internist 5% * Pediatric Neurologist 5% * Adult Neurologist 5% * Gastroenterologist 5% * Orthopaedic Surgery Eval 5% * Ophthalmologist 5% * Physical Medicine & Rehab 5% * Addt'l Medical Visits 5% * EEG 5% * Swallow Study 5% * Lab Work 5% * Hospitalizations 5% * Albuterol 5% * Clonaze-pam 5% * 15.00 15.00 Diazepam 5% * 20.00 20.00 Periactin 5% * 60.00 60.00 Trileptical 5% * 238.00 238.00 Nexium 5% * 60.00 60.00 OTC Meds 4% 48.00 48.00 Diapers and Supplies 4% M 2,030.00 2,030.00 Nebulizer Supplies 4% * Suctioning Supplies 4% * Feeding Program 4% M 2,053.13 2,053.13 LVN/ Aide/ Respite 4% M 173,738.00 173,738.00 Case Mngt 4% M 1,600.00 1,600.00 High Intensity PT 4% PT 4% * Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 8 of 9 Appendix A: Items of Compensation for B.L. Page 8 of 9
Compensation Compensation ITEMS OF COMPENSATION G.R. * M Years 22-30 Years 31-Life 2035-2043 2044-Life OT 4% * ST 4% * Neuro-Motor Therapy 4% Recreational Therapy & Camp 4% 500.00 Educational Advocate 4% Stander 4% * 310.00 310.00 Gait Trainer 4% * Suction Machine 4% * Nebulizer 4% * AFOs 4% * Hand Splints 4% * Collar 4% * WC- Manual 4% * Power WC 4% * Lift System 4% * Lift Maint 4% * 50.00 50.00 Hospital Bed 4% * Positioning Wedges 4% 169.50 169.50 Sleep Safe Bed 4% Glasses 4% * Vestibular Swing 4% Educational Games 4% 50.00 50.00 iPad 4% 172.50 172.50 Bath Chair 4% Shower Chair 4% 300.00 300.00 Adaptive Trike 4% Beach WC 4% Food Thickener 4% 149.50 149.50 Modified Van 4% 4,242.00 4,242.00 Home Mods 0% Case 1:06-vv-00847-UNJ Document 247-1 Filed 08/14/14 Page 9 of 9 Appendix A: Items of Compensation for B.L. Page 9 of 9
Compensation Compensation ITEMS OF COMPENSATION G.R. * M Years 22-30 Years 31-Life 2035-2043 2044-Life Lost Future Earnings Add. Past Expenses Medicaid Lien Annual Totals 187,064.43 186,564.43 Note: Compensation Year 1 consists of the 12 month period following the date of judgment. Compensation Year 2 consists of the 12 month period commencing on the first anniversary of the date of judgment. As soon as practicable after entry of judgment, respondent shall make the following payment to the court-appointed guardian/ conservators of the estate of B.L. for the benefit of B.L., for lost future earnings ($695,190.09) and Yr 1 life care expenses ($293,290.44): $988,480.53. As soon as practicable after entry of judgment, respondent shall make the following payment to petitioner, Sherry Lerwick, for additional past un-reimbursable expenses: $29,448.76. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and the State of California, as reimbursement of the state's Medicaid lien: $92,007.21. Annual amounts payable through an annuity for future Compensation Years follow the anniversary of the date of judgment. Annual amounts shall increase at the rates indicated in column "G.R." above, compounded annually from the date of judgment. Items denoted with an asterisk (*) covered by health insurance and/or Medicare. In respondent's discretion, items denoted with an "M" payable in 12 monthly installments totaling annual amounts provided.