Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_98-cv-01377/USCOURTS-caed-2_98-cv-01377-2/pdf.json

Nature of Suit Code: 365
Nature of Suit: Personal Injury - Product Liability
Cause of Action: 28:1332 Diversity-Personal Injury

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UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA

----oo0oo----

CARLY CALDWELL, et al.,

NO. 2:98-cv-1377 FCD PAN

Plaintiffs,

v. ORDER RE SPECIAL NEEDS TRUST

PRICE CLUB, et al.,

Defendants.

----oo0oo----

After review of the Trustee’s Status Report and Third

Accounting filed November 9, 2007, the court hereby approves the

accounting and confirms that the CARLY CALDWELL SPECIAL NEEDS

TRUST is a Special Needs Trust, and may not be used for any

purpose other than supplementing the governmental benefits Carly

Caldwell receives from Social Security, Medi-Cal, or other

governmental agencies. The Trustee, Lezlie Allison, is directed

to continue to use the assets of the CARLY CALDWELL SPECIAL NEEDS

TRUST, as described in the original Trust Agreement, as a

supplement to Carly’s governmental benefits. The Trustee is

further directed to continue to deposit the funds received from

the annuity into the bank account titled in the name of the CARLY

Case 2:98-cv-01377-FCD-PAN Document 105 Filed 11/15/07 Page 1 of 2
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CALDWELL SPECIAL NEEDS TRUST; said funds are to be used for

Carly’s extraordinary or special needs, and as such, are not

considered income to Carly. No prior order of this court,

including its November 9, 2004 order, amended or changed in any

way the CARLY CALDWELL SPECIAL NEEDS TRUST, whose purpose has

been and remains to permit Carly “to maintain eligibility for

need-based public assistance to cover [her] basic needs and

medical care, while allowing the settlement funds to be preserved

for [her] extraordinary or ‘special’ needs.” (Mem. & Order

Approving Settlement and Establishing Special Needs Trust, filed

Jan. 11, 2001.)

IT IS SO ORDERED.

DATED: November 14, 2007.

Case 2:98-cv-01377-FCD-PAN Document 105 Filed 11/15/07 Page 2 of 2