GAY, JACKSON & MCNALLY, L.L.P. ATTORNEYS AT LAW P.O. BOX 10 500 NORTH ARENDELL AVENUE ZEBULON, NORTH CAROLINA 27597 ANDY W. GAY DARREN G. JACKSON PAT MCNALLY PHONE: (919) 269-2234 FACSIMILE: (919) 269-2052 E-MAIL: darren_jackson@bellsouth.net WRONGFUL DEATH INTAKE SHEET For _________________________________________ (decedent) I. BACKGROUND Name_______________________________________________________________________ Address_____________________________________________________________________ Family relationship to decedent___________________________________________________ Other family members__________________________________________________________ Spouse______________________________________________________________________ Parents______________________________________________________________________ Children_____________________________________________________________________ Sex___________________________________________________________________ Age___________________________________________________________________ Where residing__________________________________________________________ Date of marriage (if spouse)______________________________________________________ Educational Background_________________________________________________________ Employment/student background__________________________________________________ II. DEATH OF DECEDENT Date of Death_________________________________________________________________ How learned of death___________________________________________________________ From whom___________________________________________________________________ Where_______________________________________________________________________ When_______________________________________________________________________ Who with at time_______________________________________________________________ What told to you about accident___________________________________________________ Death Certificate_______________________________________________________________ Autopsy______________________________________________________________________ Death Summary_______________________________________________________________ III. DECEASED Where born and raised__________________________________________________________ Age at death__________________________________________________________________ Education____________________________________________________________________ Positions held_________________________________________________________________ General health before accident___________________________________________________ Hobbies and activities___________________________________________________________ Social activities________________________________________________________________ Volunteer work________________________________________________________________ Plans for the future_____________________________________________________________ Family activities_______________________________________________________________ Special or distinctive traits of deceased_____________________________________________ Special aspects of relationship between deceased and beneficiary_______________________ ____________________________________________________________________________ IV. INJURIES TO DECEASED Nature and extent of injuries______________________________________________________ Evidence of conscious pain and suffering (and who witnessed)__________________________ ____________________________________________________________________________ Where and when expired________________________________________________________ Efforts to resuscitate____________________________________________________________ Whether beneficiary witnessed accident and/or efforts to resuscitate at scene of accident______ ____________________________________________________________________________ V. LOSS OF INCOME OF DECEASED Employment of deceased________________________________________________________ Position or title________________________________________________________________ Degrees or licenses held________________________________________________________ Length of employment__________________________________________________________ Earnings_____________________________________________________________________ Fringe benefits with employer_____________________________________________________ Work history__________________________________________________________________ Opportunities for future before accident (plans)_______________________________________ Education history______________________________________________________________ Special skills and training________________________________________________________ VI. LOSSES TO SPOUSE BENEFICAIRY Loss of sonsortium_____________________________________________________________ Affection_______________________________________________________________ Solace_________________________________________________________________ Comfort________________________________________________________________ Companionship__________________________________________________________ Society________________________________________________________________ Assuistance____________________________________________________________ Sexual Relations_________________________________________________________ Emotional Support_______________________________________________________ Love__________________________________________________________________ Loss of household services______________________________________________________ House Repairs__________________________________________________________ Auto Repairs____________________________________________________________ Yard Work______________________________________________________________ Running errands_________________________________________________________ Cooking________________________________________________________________ Cost of household services______________________________________________________ Replacement cost________________________________________________________ Going rate for such services________________________________________________ Number of hours per week or month services performed on average______________________ VII. LOSSES TO CHILD BENEFICIARY Role model___________________________________________________________________ Counsel and advice____________________________________________________________ Tutoring_____________________________________________________________________ Encouragement_______________________________________________________________ Companionship________________________________________________________________ Financial assistance____________________________________________________________ VIII. LOSSES TO PARENT BENEFICIARY Companionship and society______________________________________________________ Assistance with chores__________________________________________________________ Advice and counsel, from adult child_______________________________________________ VIV. MENTAL ANGUISH AND EMOTIONAL TRAUMA Period immediately after death____________________________________________________ Funeral______________________________________________________________________ Grieving period_______________________________________________________________ Long term effects______________________________________________________________ Physical manifestations_________________________________________________________ Sleeplessness___________________________________________________________ Loss of appetite_________________________________________________________ Worry about the future__________________________________________________________ Living alone_____________________________________________________________ No spouse______________________________________________________________ No parent______________________________________________________________ Economic impact________________________________________________________ X. EFFECT ON FAMILY Less expensive house or apartment________________________________________________ Less expensive vehicle__________________________________________________________ Spouse/children have started working______________________________________________ Spouse had to quit work_________________________________________________________ Children have dropped out of school_______________________________________________ Bill collectors and collection letters_________________________________________________ Dropped or lowered insurance____________________________________________________ Wearing old clothes____________________________________________________________ Inadequate food_______________________________________________________________ Drawing welfare/food stamps/ persistent financial problems_____________________________ XI. BYSTANDER RECOVERY BY BENEFICIARY Physical location at time of accident________________________________________________ Of deceased__________________________________________________________________ Of beneficiary_________________________________________________________________ Beneficiary viewed accident______________________________________________________ Beneficiary heard accident ______________________________________________________ Beneficiary saw rescue efforts____________________________________________________ Beneficiary saw attempts to resuscitate_____________________________________________ Experience perception of accident or injury in some other way___________________________ Effect of witnessing injury or death of loved one______________________________________ Fright__________________________________________________________________ Mental anguish__________________________________________________________ Emotional reaction (trauma)_________________________________________________ Beneficiary of normal emotional makeup____________________________________________ Psychiatric/psychological evaluation_______________________________________________ XII. NURSING SERVICES TO DECEDENT BEFORE DEATH Provided to spouse or adult child beneficiary_________________________________________ Types of services provided_______________________________________________________ Being available for assistance______________________________________________ Feeding________________________________________________________________ Dressing_______________________________________________________________ Change bed____________________________________________________________ Toilet assistance_________________________________________________________ Inspecting for skin care____________________________________________________ Monitor and check temperature, consciousness, needs, wakefulness________________ ______________________________________________________________________ Personal hygiene________________________________________________________ Value of nursing care in community-vocational nurse__________________________________ LPN___________________________________________________________________ Sitters_________________________________________________________________ RN____________________________________________________________________ Number of hours spent__________________________________________________________ Why services needed___________________________________________________________ XIII. SPECIAL DAMAGES Medical expenses______________________________________________________________ Doctors________________________________________________________________ Hospitals_______________________________________________________________ Ambulance_____________________________________________________________ Medications_____________________________________________________________ Nursing services before death____________________________________________________ Funeral expenses______________________________________________________________ Burial expenses_______________________________________________________________ THINGS TO REQUEST FROM CLIENT/FAMILY ___ Decedent’s federal and state tax returns (up to five years) ___ Birth Certificate ___ Children of decedent’s birth certificates ___ Death Certificate ___ Autopsy report (if available) ___ Military discharge papers if applicable ___ Photographs of decedent in your possession: With his family and friends, pertaining to the accident, personal history, accomplishments, of the funeral, headstone, etc., and any other photos that would help convey a feeling of who the decedent was as a person and show his interaction with his family, friends, relatives, coworkers, etc. Also, please provide a recent family portrait if available. ___ All video of decedent in your possession: With his family and friends, pertaining to the accident, personal history, accomplishments, of the funeral, headstone, etc., and any other videos that would help convey a feeling of who the decedent was as a person and show his interaction with his family, friends, relatives, coworkers, etc. ___ Marriage certificate ___ Last will and testament ___ Any and all bills and statements pertaining to the funeral or burial expenses ___ Employment contract ___ Last paycheck ___ Any awards, plaques, certificates, citations received by the decedent ___ All sympathy cards and letters received ___ Any and all letter, correspondence or paper writing written by decedent ___ Any and all obituary notices ___ Any evidence showing decedent shared income with beneficiary ___ A sample of items that decedent may have made (crafts, hobbies, etc) ___ Letters testamentary or letter of administration of the person appointed ___ Pictures of accident including scene and vehicles involved ___ Repair records ___ A narrative written by each family member that is able, describing in detail the loss he or she has experience.