In the United States Court of Federal Claims OFFICE OF SPECIAL MASTERS Filed: September 15, 2020
* * * * * * * * * * * * * MIDLAND TRUST COMPANY, * Guardian of the property of * M.S.M., a minor, * UNPUBLISHED * Petitioner, * No. 14-1186V * v. * Special Master Gowen * SECRETARY OF HEALTH * Damages; Off-Table Injury; Diphtheria- AND HUMAN SERVICES, * Tetanus-acellular Pertussis (DTaP); * Haemophilus Influenzae Type B (Hib); Respondent. * Inactivated Polio (IPV); Pneumococcal * Conjugate (PCV); Hepatitis B (Hep B); * Rotavirus; Febrile Status Epilepticus; * Encephalopathy; Challenge-Rechallenge; * * * * * * * * * * * * * Absence of SCN1A Mutation.
Renee J. Gentry, The Law Office of Renee J. Gentry, Washington, DC, for petitioner.1 Christine M. Becer, United States Department of Justice, Washington, DC, for respondent.
DECISION ON DAMAGES2
On December 10, 2014, a petition was filed on behalf of M.S.M., a minor, under the National Vaccine Injury Compensation Program.3 Petition (ECF No. 1). On March 11, 2013, at approximately six months old, M.S.M. received vaccinations for diphtheria-tetanus-acellular
1 Ms. Gentry was substituted for attorney Cliff Shoemaker while this claim was in the damages phase. Petitioner’s Consented Motion to Substitute Attorney filed October 24, 2019 (ECF No. 142). 2 Pursuant to the E-Government Act of 2002, see 44 U.S.C. § 3501 note (2012), because this opinion contains a reasoned explanation for the action in this case, I am required to post it on the website of the United States Court of Federal Claims. The court’s website is at http://www.uscfc.uscourts.gov/aggregator/sources/7. This means the opinion will be available to anyone with access to the Internet. Before the opinion is posted on the court’s website, each party has 14 days to file a motion requesting redaction “of any information furnished by that party: (1) that is a trade secret or commercial or financial in substance and is privileged or confidential; or (2) that includes medical files or similar files, the disclosure of which would constitute a clearly unwarranted invasion of privacy.” Vaccine Rule 18(b). An objecting party must provide the court with a proposed redacted version of the opinion. Id. If neither party files a motion for redaction within 14 days, the opinion will be posted on the court’s website without any changes. Id.
3 The National Vaccine Injury Compensation Program is set forth in Part 2 of the National Childhood Vaccine Injury Act of 1986, Pub. L. No. 99-660, 100 Stat. 3755, codified as amended, 42 U.S.C. §§ 300aa-1 to 34 (2012) (“Vaccine Act” or “the Act”). Hereinafter, individual section references will be to 42 U.S.C. § 300aa of the Act. pertussis (“DTaP”), haemophilus influenza type B (“Hib”); inactivated polio (“IPV”); pneumococcal conjugate (“PCV”); hepatitis B (“hep B”); and rotavirus. The petition and subsequent filings alleged that these vaccines caused an acquired epileptic encephalopathy. Petition; see also Petitioner’s (“Pet.”) Pre-Hearing Brief (ECF No. 82) at 19, 29; Pet. Post- Hearing Brief (ECF No. 123) at 55. Respondent recommended against compensation. Respondent’s Report filed February 26, 2016 (ECF No. 41). Each party submitted expert reports and an entitlement hearing was held on October 2 – 3, 2017. Transcript (ECF Nos. 118, 120). Following the submission of post-hearing briefs, I issued a ruling concluding that the petitioner, on behalf of M.S.M., was entitled to compensation based on a showing of causation-in-fact. Ruling on Entitlement filed July 30, 2019 (ECF No. 131).
Midland Trust Company (“petitioner”) has been appointed as the guardian of the property of M.S.M.’s estate and has been recognized in that capacity to be the petitioner in this claim. See Pet. Ex. 127, filed February 23, 2020 (ECF No. 148-2); Pet. Mot. to Amend Case Caption filed August 3, 2020 (ECF No. 161), granted by Order entered August 5, 2020 (ECF No. 164).
On September 14, 2020, respondent filed a proffer on an award of compensation, which indicates petitioner’s agreement to compensation on the terms set forth therein. Proffer (ECF No. 166). The proffer is attached hereto as Appendix A.
Consistent with the terms of the proffer, I hereby award the following compensation for all damages that would be available under 42 U.S.C. § 300aa-15(a):
A. A lump sum payment of $1,239,414.94, representing compensation for life care plan expenses in the first year after judgment ($57,776.86), lost future earnings ($931,638.08), and pain and suffering ($250,000.00), in the form of a check payable to Midland Trust Company, guardian of the property of M.S.M., a minor, for the benefit of M.S.M.
B. A lump sum payment of $32,036.18, representing compensation for satisfaction of an Amerigroup Community Care Medicaid lien, payable jointly to petitioner and Optum Subrogation Services, and mailed to:
Optum Subgrogation Services L-3994 Columbus, OH 43260-3994 Optum File #: SN11675627 Tax ID #: XX-XXXXXXX Attn: Veronica Butler
Petitioner agrees to endorse this payment to Optum Subrogation Services.
C. An amount sufficient to purchase the annuity contract, subject to the conditions described in the proffer.
2 Accordingly, the Clerk of Court SHALL ENTER JUDGMENT in accordance with the terms of the proffer and this decision.4
IT IS SO ORDERED. s/Thomas L. Gowen Thomas L. Gowen Special Master
4 Entry of judgment is expedited by each party’s filing notice renouncing the right to seek review. Vaccine Rule 11(a).
3 IN THE UNITED STATES COURT OF FEDERAL CLAIMS OFFICE OF SPECIAL MASTERS __________________________________________ ) MIDLAND TRUST COMPANY, ) Guardian of the property of ) M.S.M., a minor, ) ) Petitioner, ) ) v. ) No. 14-1186V ) Special Master Gowen SECRETARY OF THE DEPARTMENT OF ) HEALTH AND HUMAN SERVICES, ) ) Respondent. ) __________________________________________)
RESPONDENT'S PROFFER ON AWARD OF COMPENSATION
In his Ruling on Entitlement issued on July 30, 2019, Special Master Gowen found that a
preponderance of the evidence supported petitioner’s claim that the diphtheria-tetanus-acellular
pertussis, haemophilus influenza type B; inactivated polio; pneumococcal conjugate; hepatitis B;
and rotavirus vaccines administered to M.S.M. on March 11, 2013, and December 26, 2013,
caused an encephalopathy which is responsible for sequelae including her developmental delay
and continued seizure activity. See Ruling on Entitlement (Document 131, filed on July 30,
2019). Respondent now proffers the following regarding the amount of compensation to be
awarded. 1
I. Items of Compensation
1 The parties have no objection to the amount of the proffered award of damages. However, respondent reserves his right, pursuant to 42 U.S.C. § 300aa-12(f), to seek review of the special master’s July 30, 2019 ruling on entitlement, finding petitioner entitled to an award under the Vaccine Act. This right accrues following issuance of the damages decision.
-1- A. Life Care Items
The respondent engaged life care planner, M. Virginia Walton, M.S.N., RN, FNP, CLCP,
and petitioner engaged Nancy Bond, M.Ed., CCM, CLCP, to provide an estimation of M.S.M.’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. All items of compensation
identified in the life care plan are supported by the evidence, and are illustrated by the chart
entitled Appendix A: Items of Compensation for M.S.M., attached hereto as Tab A. 2 Petitioner
agrees.
B. Lost Future Earnings
The parties agree that based upon the evidence of record, M.S.M. will not be gainfully
employed in the future. Therefore, respondent proffers that M.S.M. 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 M.S.M.'s lost future earnings is $931,638.08. Petitioner
C. Pain and Suffering
Respondent proffers that M.S.M. should be awarded $250,000.00 in actual pain and
suffering. See 42 U.S.C. § 300aa-15(a)(4). Petitioner agrees.
D. Medicaid Lien
Respondent proffers that M.S.M. should be awarded funds to satisfy an Amerigroup
Community Care Medicaid lien in the amount of $32,036.18, which represents full satisfaction
-2- Case 1:14-vv-01186-UNJ Document 166 Filed 09/14/20 Page 3 of 6
of any right of subrogation, assignment, claim, lien, or cause of action Amerigroup Community
Care may have against any individual as a result of any Medicaid payments Amerigroup
Community Care has made to or on behalf of M.S.M. from the date of her eligibility for benefits
through the date of judgment in this case as a result of her vaccine-related injury suffered on or
about March 11, 2013, under Title XIX of the Social Security Act.
II. Form of the Award
The parties recommend that the compensation provided to M.S.M. 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: 3
A. A lump sum payment of $1,239,414.94, representing compensation for life care
expenses in the first year after judgment ($57,776.86), lost future earnings ($931,638.08), and
pain and suffering ($250,000.00), in the form of a check payable to Midland Trust Company,
guardian of the property of M.S.M., a minor, for the benefit of M.S.M.
B. A lump sum payment of $32,036.18, representing compensation for satisfaction of an
Amerigroup Community Care Medicaid lien, payable jointly to petitioner and Optum
Subrogation Services, and mailed to:
Optum Subrogation Services L-3994 Columbus, OH 43260-3994
2 The chart at Tab A illustrates the annual benefits provided by the life care plan. 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.
3 Should M.S.M. 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, lost future earnings, and future pain and suffering.
-3- Case 1:14-vv-01186-UNJ Document 166 Filed 09/14/20 Page 4 of 6
Optum File #: SN11675627 Tax ID #: XX-XXXXXXX Attn: Veronica Butler
Petitioner agrees to endorse this payment to Optum Subrogation Services.
C. An amount sufficient to purchase the annuity contract, 4 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 5 from
which the annuity will be purchased. 6 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
only so long as M.S.M. 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
4 In respondent’s discretion, respondent may purchase one or more annuity contracts from one or more life insurance companies. 5 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. 6 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.
-4- yearly 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
The petitioner will continue to receive the annuity payments from the Life Insurance
Company only so long as M.S.M. 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 M.S.M.’s death.
3. Guardianship
The petitioner has been appointed the guardian of the property of M.S.M.’s estate. See
Exhibit 127 (Document 148-2, filed on February 23, 2020).
III. Summary of Recommended Payments Following Judgment
A. Lump Sum paid to the petitioner.: $1,239,414.94
B. Medicaid lien: $32,036.18
C. An amount sufficient to purchase the annuity contract described above in section II. C.
-5- Respectfully submitted,
JEFFREY BOSSERT CLARK Acting Assistant Attorney General
C. SALVATORE D’ALESSIO Acting Director Torts Branch, Civil Division
CATHARINE E. REEVES Deputy Director Torts Branch, Civil Division
DARRYL R. WISHARD Assistant Director Torts Branch, Civil Division
/s/Christine M. Becer CHRISTINE M. BECER Trial Attorney Torts Branch, Civil Division U. S. Department of Justice P.O. Box l46, Benjamin Franklin Station Washington, D.C. 20044-0146 Direct dial: (202) 616-3665
Dated: September 14, 2020
-6- Appendix A: Items of Compensation for M.S.M. Page 1 of 14 Lump Sum ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 1 Years 2-4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 2020 2021-2023 2024 2025 2026 2027 2028 2029 Insurance MOP 5% 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 Insurance Premium 5% M 3,212.52 3,212.52 3,212.52 3,212.52 3,212.52 3,498.12 3,607.32 3,716.40 Medicare Part A 5% M Medicare Part B Premium 5% M Medicare Part B Deductible 5% Medigap 5% M Medicare Part D 5% M PCP 5% * Mileage: PCP 4% 0.77 0.77 0.77 0.77 0.77 0.77 0.77 0.77 Neurology 5% * Mileage: Neurology 4% 9.76 9.76 9.76 9.76 9.76 9.76 9.76 9.76 Dev Pediatrics 5% * Mileage: Dev Pediatrics 4% 4.08 4.08 4.08 4.08 4.08 4.08 4.08 4.08 PM&R 5% * Mileage: PM&R 4% 4.11 4.11 4.11 4.11 4.11 ER 5% * Hospitalization 5% * Serum Studies 5% * EEG 5% * Sleep EEG 5% * MRI of Brain 5% * Mileage: Diagnostics 4% 10.29 10.29 10.29 10.29 10.29 10.29 10.29 10.29 Neuropsych Eval 5% 2,850.00 950.00 950.00 950.00 950.00 950.00 950.00 950.00 Care Coord 4% M 3,780.00 3,780.00 2,520.00 2,520.00 2,520.00 2,520.00 2,520.00 2,520.00 Depakote 5% * Keppra 5% * Clobazam 5% * Epidiolex 5% * Diastat 5% * Clonazepam 5% * Syringes 4% 71.64 71.64 71.64 71.64 71.64 71.64 71.64 71.64 Diapers 4% 583.09 583.09 583.09 583.09 583.09 583.09 583.09 583.09 Appendix A: Items of Compensation for M.S.M. Page 2 of 14 Lump Sum ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 1 Years 2-4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 2020 2021-2023 2024 2025 2026 2027 2028 2029 Wipes 4% 74.88 74.88 74.88 74.88 74.88 74.88 74.88 74.88 Seizure Alarm 4% 719.00 71.90 71.90 71.90 71.90 71.90 71.90 71.90 Seizure Alarm Sensor 4% 205.00 20.50 20.50 20.50 20.50 Stroller 4% 989.00 197.80 197.80 197.80 197.80 197.80 197.80 197.80 Shower Chair 4% 48.99 8.17 8.17 8.17 8.17 8.17 8.17 8.17 Bedrails 4% 121.27 20.21 20.21 20.21 20.21 20.21 20.21 20.21 Supportive Chair 4% 3,700.00 OT 4% * M PT 4% * M ST 4% * M Mileage: PT/OT 4% 81.60 81.60 81.60 81.60 81.60 81.60 81.60 81.60 Mileage: ST 4% 79.97 79.97 79.97 79.97 79.97 79.97 79.97 79.97 CMT/Attendant Care 4% M 37,440.00 37,440.00 53,568.00 53,568.00 53,568.00 53,568.00 53,568.00 53,568.00 Group Home 4% M Medical Day Program 4% M Lost Future Earnings 931,638.08 Pain and Suffering 250,000.00 Medicaid Lien 32,036.18 Annual Totals 1,271,451.12 50,596.68 65,464.68 65,673.79 65,489.29 65,774.89 65,884.09 65,993.17 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(s)/ conservators(s) of the estate of M.S.M. for the benefit of M.S.M., for lost future earnings ($931,638.08), pain and suffering ($250,000.00), and Yr 1 life care expenses ($57,776.86): $1,239,414.94. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and Optum Subrogation Service, as reimbursement of a Medicaid lien : $32,036.18. 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. Items denoted with an "M" payable in 12 monthly installments at the discretion of respondent. Appendix A: Items of Compensation for M.S.M. Page 3 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 11 Year 12 Year 13 Year 14 Year 15 Year 16 Year 17 Year 18 2030 2031 2032 2033 2034 2035 2036 2037 Insurance MOP 5% 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 Insurance Premium 5% M 3,834.00 3,951.60 4,073.40 4,199.40 4,199.40 4,199.40 4,199.40 4,216.20 Medicare Part A 5% M Medicare Part B Premium 5% M Medicare Part B Deductible 5% Medigap 5% M Medicare Part D 5% M PCP 5% * Mileage: PCP 4% 0.77 Neurology 5% * Mileage: Neurology 4% 9.76 14.52 14.52 14.52 14.52 14.52 14.52 14.52 Dev Pediatrics 5% * Mileage: Dev Pediatrics 4% 4.08 PM&R 5% * Mileage: PM&R 4% 4.11 4.11 4.11 4.11 4.11 4.11 4.11 4.11 ER 5% * Hospitalization 5% * Serum Studies 5% * EEG 5% * Sleep EEG 5% * MRI of Brain 5% * Mileage: Diagnostics 4% 10.29 10.29 10.29 10.29 10.29 10.29 10.29 10.29 Neuropsych Eval 5% 950.00 950.00 950.00 Care Coord 4% M 2,520.00 2,520.00 2,520.00 2,520.00 2,940.00 2,940.00 2,940.00 2,940.00 Depakote 5% * Keppra 5% * Clobazam 5% * Epidiolex 5% * Diastat 5% * Clonazepam 5% * Syringes 4% 71.64 71.64 71.64 71.64 71.64 71.64 71.64 71.64 Diapers 4% 583.09 583.09 583.09 583.09 583.09 583.09 583.09 583.09 Appendix A: Items of Compensation for M.S.M. Page 4 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 11 Year 12 Year 13 Year 14 Year 15 Year 16 Year 17 Year 18 2030 2031 2032 2033 2034 2035 2036 2037 Wipes 4% 74.88 74.88 74.88 74.88 74.88 74.88 74.88 74.88 Seizure Alarm 4% 71.90 71.90 71.90 71.90 71.90 71.90 71.90 71.90 Seizure Alarm Sensor 4% 20.50 20.50 20.50 20.50 20.50 20.50 20.50 20.50 Stroller 4% 197.80 197.80 197.80 197.80 197.80 197.80 197.80 197.80 Shower Chair 4% 8.17 8.17 8.17 8.17 8.17 8.17 8.17 8.17 Bedrails 4% 20.21 20.21 20.21 20.21 20.21 20.21 20.21 20.21 Supportive Chair 4% OT 4% * M 2,565.00 2,565.00 2,565.00 PT 4% * M 2,025.00 2,025.00 2,025.00 ST 4% * M 2,475.00 2,475.00 2,475.00 Mileage: PT/OT 4% 81.60 81.60 81.60 81.60 65.82 65.82 65.82 65.82 Mileage: ST 4% 79.97 79.97 79.97 79.97 CMT/Attendant Care 4% M 53,568.00 92,736.00 92,736.00 92,736.00 162,240.00 162,240.00 162,240.00 162,240.00 Group Home 4% M Medical Day Program 4% M 22,750.00 22,750.00 22,750.00 22,750.00 Lost Future Earnings Pain and Suffering Medicaid Lien Annual Totals 66,110.77 112,461.28 112,583.08 111,759.08 197,272.33 197,272.33 197,272.33 197,289.13 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(s)/ conservators(s) of the estate of M.S.M. for the benefit of M.S.M., for lost future earnings ($931,638.08), pain and suffering ($250,000.00), and Yr 1 life care expenses ($57,776.86): $1,239,414.94. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and Optum Subrogation Service, as reimbursement of a Medicaid lien : $32,036.18. 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. Items denoted with an "M" payable in 12 monthly installments at the discretion of respondent. Appendix A: Items of Compensation for M.S.M. Page 5 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 19 Year 20 Year 21 Year 22 Year 23 Year 24 Year 25 Year 26 2038 2039 2040 2041 2042 2043 2044 2045 Insurance MOP 5% 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 Insurance Premium 5% M 4,300.20 4,401.00 4,564.80 4,699.08 4,766.28 4,867.08 4,967.88 5,030.88 Medicare Part A 5% M Medicare Part B Premium 5% M Medicare Part B Deductible 5% Medigap 5% M Medicare Part D 5% M PCP 5% * Mileage: PCP 4% Neurology 5% * Mileage: Neurology 4% 14.52 14.52 14.52 14.52 14.52 14.52 14.52 14.52 Dev Pediatrics 5% * Mileage: Dev Pediatrics 4% PM&R 5% * Mileage: PM&R 4% 4.11 4.11 4.11 4.11 4.11 4.11 4.11 4.11 ER 5% * Hospitalization 5% * Serum Studies 5% * EEG 5% * Sleep EEG 5% * MRI of Brain 5% * Mileage: Diagnostics 4% 10.29 10.29 10.29 10.29 10.29 10.29 10.29 10.29 Neuropsych Eval 5% Care Coord 4% M 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 Depakote 5% * Keppra 5% * Clobazam 5% * Epidiolex 5% * Diastat 5% * Clonazepam 5% * Syringes 4% 71.64 71.64 71.64 71.64 71.64 71.64 71.64 71.64 Diapers 4% 583.09 583.09 583.09 583.09 583.09 583.09 583.09 583.09 Appendix A: Items of Compensation for M.S.M. Page 6 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 19 Year 20 Year 21 Year 22 Year 23 Year 24 Year 25 Year 26 2038 2039 2040 2041 2042 2043 2044 2045 Wipes 4% 74.88 74.88 74.88 74.88 74.88 74.88 74.88 74.88 Seizure Alarm 4% 71.90 71.90 71.90 71.90 71.90 71.90 71.90 71.90 Seizure Alarm Sensor 4% 20.50 20.50 20.50 20.50 20.50 20.50 20.50 20.50 Stroller 4% 197.80 197.80 197.80 197.80 197.80 197.80 197.80 197.80 Shower Chair 4% 8.17 8.17 8.17 8.17 8.17 8.17 8.17 8.17 Bedrails 4% 20.21 20.21 20.21 20.21 20.21 20.21 20.21 20.21 Supportive Chair 4% OT 4% * M PT 4% * M ST 4% * M Mileage: PT/OT 4% 65.82 65.82 65.82 65.82 65.82 65.82 65.82 65.82 Mileage: ST 4% CMT/Attendant Care 4% M 162,240.00 162,240.00 162,240.00 162,240.00 162,240.00 162,240.00 162,240.00 162,240.00 Group Home 4% M Medical Day Program 4% M 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 Lost Future Earnings Pain and Suffering Medicaid Lien Annual Totals 197,373.13 197,473.93 197,637.73 197,772.01 197,839.21 197,940.01 198,040.81 198,103.81 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(s)/ conservators(s) of the estate of M.S.M. for the benefit of M.S.M., for lost future earnings ($931,638.08), pain and suffering ($250,000.00), and Yr 1 life care expenses ($57,776.86): $1,239,414.94. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and Optum Subrogation Service, as reimbursement of a Medicaid lien : $32,036.18. 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. Items denoted with an "M" payable in 12 monthly installments at the discretion of respondent. Appendix A: Items of Compensation for M.S.M. Page 7 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 27 Year 28 Year 29 Year 30 Year 31 Year 32 Year 33 Year 34 2046 2047 2048 2049 2050 2051 2052 2053 Insurance MOP 5% 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 Insurance Premium 5% M 5,098.08 5,131.68 5,165.28 5,198.88 5,232.48 5,299.68 5,366.88 5,467.56 Medicare Part A 5% M Medicare Part B Premium 5% M Medicare Part B Deductible 5% Medigap 5% M Medicare Part D 5% M PCP 5% * Mileage: PCP 4% Neurology 5% * Mileage: Neurology 4% 14.52 14.52 14.52 14.52 14.52 14.52 14.52 14.52 Dev Pediatrics 5% * Mileage: Dev Pediatrics 4% PM&R 5% * Mileage: PM&R 4% 4.11 4.11 4.11 4.11 4.11 4.11 4.11 4.11 ER 5% * Hospitalization 5% * Serum Studies 5% * EEG 5% * Sleep EEG 5% * MRI of Brain 5% * Mileage: Diagnostics 4% 10.29 10.29 10.29 10.29 10.29 10.29 10.29 10.29 Neuropsych Eval 5% Care Coord 4% M 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 Depakote 5% * Keppra 5% * Clobazam 5% * Epidiolex 5% * Diastat 5% * Clonazepam 5% * Syringes 4% 71.64 71.64 71.64 71.64 71.64 71.64 71.64 71.64 Diapers 4% 583.09 583.09 583.09 583.09 583.09 583.09 583.09 583.09 Appendix A: Items of Compensation for M.S.M. Page 8 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 27 Year 28 Year 29 Year 30 Year 31 Year 32 Year 33 Year 34 2046 2047 2048 2049 2050 2051 2052 2053 Wipes 4% 74.88 74.88 74.88 74.88 74.88 74.88 74.88 74.88 Seizure Alarm 4% 71.90 71.90 71.90 71.90 71.90 71.90 71.90 71.90 Seizure Alarm Sensor 4% 20.50 20.50 20.50 20.50 20.50 20.50 20.50 20.50 Stroller 4% 197.80 197.80 197.80 197.80 197.80 197.80 197.80 197.80 Shower Chair 4% 8.17 8.17 8.17 8.17 8.17 8.17 8.17 8.17 Bedrails 4% 20.21 20.21 20.21 20.21 20.21 20.21 20.21 20.21 Supportive Chair 4% OT 4% * M PT 4% * M ST 4% * M Mileage: PT/OT 4% 65.82 65.82 65.82 65.82 65.82 65.82 65.82 65.82 Mileage: ST 4% CMT/Attendant Care 4% M 162,240.00 162,240.00 162,240.00 162,240.00 162,240.00 162,240.00 162,240.00 Group Home 4% M 151,483.91 Medical Day Program 4% M 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 Lost Future Earnings Pain and Suffering Medicaid Lien Annual Totals 198,171.01 198,204.61 198,238.21 198,271.81 198,305.41 198,372.61 198,439.81 187,784.40 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(s)/ conservators(s) of the estate of M.S.M. for the benefit of M.S.M., for lost future earnings ($931,638.08), pain and suffering ($250,000.00), and Yr 1 life care expenses ($57,776.86): $1,239,414.94. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and Optum Subrogation Service, as reimbursement of a Medicaid lien : $32,036.18. 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. Items denoted with an "M" payable in 12 monthly installments at the discretion of respondent. Appendix A: Items of Compensation for M.S.M. Page 9 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 35 Year 36 Year 37 Year 38 Year 39 Year 40 Year 41 Year 42 2054 2055 2056 2057 2058 2059 2060 2061 Insurance MOP 5% 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 Insurance Premium 5% M 5,560.56 5,698.56 5,866.56 6,063.96 6,299.16 6,563.64 6,866.04 7,164.12 Medicare Part A 5% M Medicare Part B Premium 5% M Medicare Part B Deductible 5% Medigap 5% M Medicare Part D 5% M PCP 5% * Mileage: PCP 4% Neurology 5% * Mileage: Neurology 4% 14.52 14.52 14.52 14.52 14.52 14.52 14.52 14.52 Dev Pediatrics 5% * Mileage: Dev Pediatrics 4% PM&R 5% * Mileage: PM&R 4% 4.11 4.11 4.11 4.11 4.11 4.11 4.11 4.11 ER 5% * Hospitalization 5% * Serum Studies 5% * EEG 5% * Sleep EEG 5% * MRI of Brain 5% * Mileage: Diagnostics 4% 10.29 10.29 10.29 10.29 10.29 10.29 10.29 10.29 Neuropsych Eval 5% Care Coord 4% M 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 Depakote 5% * Keppra 5% * Clobazam 5% * Epidiolex 5% * Diastat 5% * Clonazepam 5% * Syringes 4% 71.64 71.64 71.64 71.64 71.64 71.64 71.64 71.64 Diapers 4% 583.09 583.09 583.09 583.09 583.09 583.09 583.09 583.09 Appendix A: Items of Compensation for M.S.M. Page 10 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 35 Year 36 Year 37 Year 38 Year 39 Year 40 Year 41 Year 42 2054 2055 2056 2057 2058 2059 2060 2061 Wipes 4% 74.88 74.88 74.88 74.88 74.88 74.88 74.88 74.88 Seizure Alarm 4% 71.90 71.90 71.90 71.90 71.90 71.90 71.90 71.90 Seizure Alarm Sensor 4% 20.50 20.50 20.50 20.50 20.50 20.50 20.50 20.50 Stroller 4% 197.80 197.80 197.80 197.80 197.80 197.80 197.80 197.80 Shower Chair 4% 8.17 8.17 8.17 8.17 8.17 8.17 8.17 8.17 Bedrails 4% 20.21 20.21 20.21 20.21 20.21 20.21 20.21 20.21 Supportive Chair 4% OT 4% * M PT 4% * M ST 4% * M Mileage: PT/OT 4% 65.82 65.82 65.82 65.82 65.82 65.82 65.82 65.82 Mileage: ST 4% CMT/Attendant Care 4% M Group Home 4% M 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 Medical Day Program 4% M 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 Lost Future Earnings Pain and Suffering Medicaid Lien Annual Totals 187,877.40 188,015.40 188,183.40 188,380.80 188,616.00 188,880.48 189,182.88 189,480.96 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(s)/ conservators(s) of the estate of M.S.M. for the benefit of M.S.M., for lost future earnings ($931,638.08), pain and suffering ($250,000.00), and Yr 1 life care expenses ($57,776.86): $1,239,414.94. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and Optum Subrogation Service, as reimbursement of a Medicaid lien : $32,036.18. 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. Items denoted with an "M" payable in 12 monthly installments at the discretion of respondent. Appendix A: Items of Compensation for M.S.M. Page 11 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 43 Year 44 Year 45 Year 46 Year 47 Year 48 Year 49 Year 50 2062 2063 2064 2065 2066 2067 2068 2069 Insurance MOP 5% 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 Insurance Premium 5% M 7,500.12 7,831.92 8,197.20 8,566.80 8,965.68 9,364.68 9,797.16 10,233.96 Medicare Part A 5% M Medicare Part B Premium 5% M Medicare Part B Deductible 5% Medigap 5% M Medicare Part D 5% M PCP 5% * Mileage: PCP 4% Neurology 5% * Mileage: Neurology 4% 14.52 14.52 14.52 14.52 14.52 14.52 14.52 14.52 Dev Pediatrics 5% * Mileage: Dev Pediatrics 4% PM&R 5% * Mileage: PM&R 4% 4.11 4.11 4.11 4.11 4.11 4.11 4.11 4.11 ER 5% * Hospitalization 5% * Serum Studies 5% * EEG 5% * Sleep EEG 5% * MRI of Brain 5% * Mileage: Diagnostics 4% 10.29 10.29 10.29 10.29 10.29 10.29 10.29 10.29 Neuropsych Eval 5% Care Coord 4% M 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 Depakote 5% * Keppra 5% * Clobazam 5% * Epidiolex 5% * Diastat 5% * Clonazepam 5% * Syringes 4% 71.64 71.64 71.64 71.64 71.64 71.64 71.64 71.64 Diapers 4% 583.09 583.09 583.09 583.09 583.09 583.09 583.09 583.09 Appendix A: Items of Compensation for M.S.M. Page 12 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 43 Year 44 Year 45 Year 46 Year 47 Year 48 Year 49 Year 50 2062 2063 2064 2065 2066 2067 2068 2069 Wipes 4% 74.88 74.88 74.88 74.88 74.88 74.88 74.88 74.88 Seizure Alarm 4% 71.90 71.90 71.90 71.90 71.90 71.90 71.90 71.90 Seizure Alarm Sensor 4% 20.50 20.50 20.50 20.50 20.50 20.50 20.50 20.50 Stroller 4% 197.80 197.80 197.80 197.80 197.80 197.80 197.80 197.80 Shower Chair 4% 8.17 8.17 8.17 8.17 8.17 8.17 8.17 8.17 Bedrails 4% 20.21 20.21 20.21 20.21 20.21 20.21 20.21 20.21 Supportive Chair 4% OT 4% * M PT 4% * M ST 4% * M Mileage: PT/OT 4% 65.82 65.82 65.82 65.82 65.82 65.82 65.82 65.82 Mileage: ST 4% CMT/Attendant Care 4% M Group Home 4% M 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 Medical Day Program 4% M 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 Lost Future Earnings Pain and Suffering Medicaid Lien Annual Totals 189,816.96 190,148.76 190,514.04 190,883.64 191,282.52 191,681.52 192,114.00 192,550.80 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(s)/ conservators(s) of the estate of M.S.M. for the benefit of M.S.M., for lost future earnings ($931,638.08), pain and suffering ($250,000.00), and Yr 1 life care expenses ($57,776.86): $1,239,414.94. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and Optum Subrogation Service, as reimbursement of a Medicaid lien : $32,036.18. 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. Items denoted with an "M" payable in 12 monthly installments at the discretion of respondent. Appendix A: Items of Compensation for M.S.M. Page 13 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 51 Year 52 Year 53 Year 54 Year 55 Year 56 Year 57 Years 58-Life 2070 2071 2072 2073 2074 2075 2076 2077-Life Insurance MOP 5% 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 Insurance Premium 5% M 10,700.04 10,931.04 11,397.12 11,800.32 12,064.92 12,396.60 12,598.20 Medicare Part A 5% M 5,496.00 Medicare Part B Premium 5% M 1,735.20 Medicare Part B Deductible 5% 198.00 Medigap 5% M 2,616.00 Medicare Part D 5% M 5,512.30 PCP 5% * Mileage: PCP 4% Neurology 5% * Mileage: Neurology 4% 14.52 14.52 14.52 14.52 14.52 14.52 14.52 14.52 Dev Pediatrics 5% * Mileage: Dev Pediatrics 4% PM&R 5% * Mileage: PM&R 4% 4.11 4.11 4.11 4.11 4.11 4.11 4.11 4.11 ER 5% * Hospitalization 5% * Serum Studies 5% * EEG 5% * Sleep EEG 5% * MRI of Brain 5% * Mileage: Diagnostics 4% 10.29 10.29 10.29 10.29 10.29 10.29 10.29 10.29 Neuropsych Eval 5% Care Coord 4% M 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 2,940.00 Depakote 5% * Keppra 5% * Clobazam 5% * Epidiolex 5% * Diastat 5% * 400.00 Clonazepam 5% * 22.00 Syringes 4% 71.64 71.64 71.64 71.64 71.64 71.64 71.64 71.64 Diapers 4% 583.09 583.09 583.09 583.09 583.09 583.09 583.09 583.09 Appendix A: Items of Compensation for M.S.M. Page 14 of 14
ITEMS OF Compensation Compensation Compensation Compensation Compensation Compensation Compensation Compensation COMPENSATION G.R. * M Year 51 Year 52 Year 53 Year 54 Year 55 Year 56 Year 57 Years 58-Life 2070 2071 2072 2073 2074 2075 2076 2077-Life Wipes 4% 74.88 74.88 74.88 74.88 74.88 74.88 74.88 74.88 Seizure Alarm 4% 71.90 71.90 71.90 71.90 71.90 71.90 71.90 71.90 Seizure Alarm Sensor 4% 20.50 20.50 20.50 20.50 20.50 20.50 20.50 20.50 Stroller 4% 197.80 197.80 197.80 197.80 197.80 197.80 197.80 197.80 Shower Chair 4% 8.17 8.17 8.17 8.17 8.17 8.17 8.17 8.17 Bedrails 4% 20.21 20.21 20.21 20.21 20.21 20.21 20.21 20.21 Supportive Chair 4% OT 4% * M PT 4% * M ST 4% * M Mileage: PT/OT 4% 65.82 65.82 65.82 65.82 65.82 65.82 65.82 65.82 Mileage: ST 4% CMT/Attendant Care 4% M Group Home 4% M 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 151,483.91 Medical Day Program 4% M 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 22,750.00 Lost Future Earnings Pain and Suffering Medicaid Lien Annual Totals 193,016.88 193,247.88 193,713.96 194,117.16 194,381.76 194,713.44 194,915.04 194,296.34 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(s)/ conservators(s) of the estate of M.S.M. for the benefit of M.S.M., for lost future earnings ($931,638.08), pain and suffering ($250,000.00), and Yr 1 life care expenses ($57,776.86): $1,239,414.94. As soon as practicable after entry of judgment, respondent shall make the following payment jointly to petitioner and Optum Subrogation Service, as reimbursement of a Medicaid lien : $32,036.18. 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. Items denoted with an "M" payable in 12 monthly installments at the discretion of respondent.