Every dollar amount and date on this page is quoted from the official settlement document.
Shannondell $4.4 Million Entrance Fee Refund Settlement
Court case: Baer v. Shannondell, Inc.
Shannondell Inc. and Dell Management Services agreed to pay $4.4 million to settle claims that the Shannondell at Valley Forge retirement community improperly deducted refurbishment costs — like appliance depreciation and cabinet or countertop replacement — from residents' entrance fee refunds. The case covered former residents who signed their agreement before February 1, 2013 and got a refund after May 22, 2012. The claim deadline passed on June 2, 2026, and the case is now closed.
Official eligibility wordingFormer residents of Shannondell at Valley Forge (or their legal representatives) who signed a Residence and Care Agreement before February 1, 2013 and received an Entrance Fee refund after May 22, 2012 that included a Vacancy Fee deduction for Appliance Depreciation or Appliance Replacement Fees and/or Replacement Fees for Cabinets, Countertops or Other Materials. Checked against the official settlement source by SettleSignal on June 19, 2026.
Key facts
- Who may qualify You were covered if you were a former resident (or legal representative) of Shannondell at Valley Forge who signed a Residence and Care Agreement before February 1, 2013 and received an entrance fee refund after May 22, 2012 that deducted a Vacancy Fee for appliance depreciation, appliance replacement, or cabinet, countertop, or other material replacement.
- Estimated payoutProportional share of settlement fund after deductions: up to $1,465,000 attorneys' fees, up to $120,000 administrative costs, up to $15,000 class representative service award, from total $4.4 million fund.
- Claim deadlineJune 2, 2026 (closed)
- What you needClaims had to be filed by June 2, 2026; that window is closed.
- CourtCourt of Common Pleas of Montgomery County, Pennsylvania
How hard is this claim to file?
Watch out for
- There is no online claim portal — submission must be by mail or email only.
- If filing for a deceased resident, you must establish your legal authority as executor, administrator, or heir before your claim can be accepted.
- Your payout is proportional to how much Shannondell deducted from your entrance fee refund — class members with larger deductions receive larger shares.
- The settlement administrator will issue payments only approximately 60 days after the court resolves any appeals and grants final approval, so payment is not immediate after the deadline.
We prepare — you file on the official site yourself. This is not legal advice and is not an eligibility decision; the administrator and court decide.
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1 official source linked to this record.
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Claim deadline
June 2, 2026
Claim forms must be downloaded as a PDF, filled out and submitted to the settlement administrator by June 2, 2026.
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Eligibility summary Quoted in the official eligibility wording above ↑
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Proof requirement
Unknown
Claim forms must be downloaded as a PDF, filled out and submitted to the settlement administrator by June 2, 2026.
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Payment status
Final approval pending
A hearing on the parties' request for final approval of the settlement will take place on September 23, 2026 at 10:00 a.m., before Judge Richard P. Haaz at the Court of Common Pleas for Montgomery County, Pennsylvania.
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Estimated payout
Proportional share of settlement fund after deductions: up to $1,465,000 attorneys' fees, up to $120,000 administrative costs, up to $15,000 class representative service award, from total $4.4 million fund.
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Administrator
Continental DataLogix
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Court
Court of Common Pleas of Montgomery County, Pennsylvania
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Court case number
2018-13760
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Case name
Baer v. Shannondell, Inc.
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