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HomeMy WebLinkAbout96-02074 SUBJECT 1. 2. 3, 4 . 5. 6. 7. 8. 9, 10, 11. 12. 13. 14. 1.:J, 16. 17. Ul, 19, 20, 21. 22, 23. 24. '11'- ....J. ;.> (,. n. ;) H . )f), INDEX OF PROPERTY SETTLEMENT AGREEMENT BETWEEN DOUGLAS EICHELBERGER AND NANC~ EICHELBERGER , ~ PAGE: "), II, Separation . , . . , , Interference , , , . , Agreement Not A Bar to Divorce Proceedings Subsequent Divorce . . Incorporation in Divorce Decree Effective Date , . Distribution Date Mutual Release , , Advice of Counsel Warranty as to Existing Obligations Warrant as to Future Obligations Personal Property Division of Real Property Bank Accounts '" . Savings Bonds ., , . Pensions, Annuities and/or Retirement Benefits Waiver of Rights Under ~RISA Life Insurance . , Moter Vehicles . . . , PaymE,nt. to Husband, .. After Acquired Propert.y Alimony . . . , Counsel F'ees . . Income Tax Prior Returns Appiicability of Tax Law t.o Property Transfer Waiv"r of Alimony Effect. or [Ii vorce [Il'cr,('(' Breach . . . , . vJai v~;r of (:1 dims. . ~Ilt i j(' Aqn'E!I1I"nt . , FLnanC1.d L Di.:jct()Sllrf~l Aqrc;"I1IBnt Hiwlinq 1m 11.,11':1 AddLt.i.otl'-l'i. ] ll~~trtlm(!nts Vo hJ r.: 1 dl.l:-iC,rs . . . . . " . . .' " , . II. I,i, NUMBER 2 3 3 , . 4 5 6 6, 6 8 9 10 10 II 12 12 13 " ~3 , , 15 15 16 16 16 17 17 . lEi 19 19 19 20 21 2'} 22 22 ,22 " " between each other, including, without limitation by specification: the settling of all matters between them relating to the ownership and equitable distribution of real and personal property; settling of all matters between them relating to the past, present and future support, alimony and/or maintenance of WIFE by HUSBAND or of HUSBAND by WIFE; and in general, the settling of any and all claims and possible claims by one against the other or agalnst their respective estates, NOW, THEREFORE, in consideration of the premises and of the mutual promises, covenants and undertakings hereinafter set forth and tor other good and valuable consideration,' receipt of which is hereby acknowledged by each of the parties hereto, HUSBAND ilnd WIFE, each intendi,nq to be legally bound hereby covenant and Hqree as follows: 1. SEPARATION: IlUSBAND and WIrE shall at all times hereafter have the right to live separate and apart from each other and to nltdd,' from t..l m (.2 to t..ime at t;uch place or places as t,hey [iha L L req"2ct ively dflem fj t, free from any control, t<~strai,nt lit II!tC'rt',II."I.W(' vlhat:;o'"ver' by the, ,,':her. N,~J.ther party ~~jh(i.l l. ll\n] u:-;L t h(~ ()th(~r ()f (.'rl<!r::dv(jr ,to cornpcd thfl ot her to cohab.tt .2- or dwell with him pr her by any legal or othllr proceedings, The foregoing provisions shall not be taken to be an admission on the part of either HUSBAND or WI!;'!,: of the lawfulness or unlawfulness of the causes leading to their living apart, 2. INTERFERENCE: Each party shall be free from interference, authority, and contact by the other, as fully as if he or she were single and unmarried, except as may be necessary to carry out the provisions of this Agreement. Neither party shall molest the other or attempt to endeavor to molest the other, nor compel the other to cohabit with the other, or in any way harass or malign the other, nor in any way interfere with the peaceful existence, separate and apart from the other, and each of the parties hereto completely understands and agrees that neither shall do or say anything to the children of the parties at anytime which might in any way influence the chl}dren adversely against the other party, it being the intention of both parties to minimize the effect of any such separation upon the childr.en. 3. ~JIT...NOT A BAR TO J;)IVO~CE PROCEEDINQ.S: This !\I,rf~,'m(~nt" :;ha l] flul_ ~~p (:nri::i.LdE!rpd to eif" f(~ct c:!'" bar '':':'l~! rlght of - J . HUSBAND or WIFE to a divorce on lawful grounds as such groundfl now exist or shal~ hereafter exist or to such defenEe as may be available to either party, This Agreement is not i~=ended to condone and shall not be deemed to be a condonation ~n the part of either party hereto of any act or acts on the par: of the other party which have occasioned the disputes or u~~appy differences which have occurred prior to or which mo} occur subsequent to the date hereof, 4, SUBSE~UENT DIVORCE: The part ies hereby 2:knovlled:]e that Wi fe has filed a Complaint in Divorce in Cumber:and County to Docket No. 96-20'/~, claIming that the marriage l.~ irretrievably broken under Section 3301(c)of the Pe~~sylvania Divorce Code. HUSBAND hereby expresses his ilgreemen: tha't the marriage is irretrievably broken ~nd expresses his :~tent to execute any and all Affidavits or other documents n'S.:essary for the parties to obtain an absolute divorce pursuant :~ Section 3301 (c) of the Divorce Code at the same time as he CH)CL:tes this Agreement. The partie~ harcby waive ail rights to raquast court ordprfld coun:H;: J. inq tlnd~!r t i'j(.~ JJi.v()rc.:~ Code. [t j,s f:: I'.h"r ;;pfJl.: i. f. LCd 11.:/ \lJl('h.~r :"-j tJ~nd dl'ld ;:Jf.l r (!El(j h'! t. hf:! p(r~ t jJ~S I" _~ t :~l~' pr(ivi.~j".lII::i (If lhiu f\qrc:ClTjf'Jl!', rl~'i l"r; !"'qui.tabl.r.1 di.:.;tr..:, itLC.:l of .0\ . de~ree but shall in all respects survive the same and be forever binding and conclusive upon the parties, 6. EFFECTIVE DATE: The effective date of this Agreement shall be the "date of execution" or "execution date," defined as the date upon which it is executed by the parties if they have each executed this Agreement on the same date, Otherwise, the "date of execution" or "execution date" of this Agreement shall be defined as the date of execution by the party last executing this Agreement. 7. DISTRIBUTION DATE: The transfer of propErty/ funds and/or documents provlded for herein, shall only tak0 place on the "distribution date" which shall be defined as t~e date of exc"cution of th,is A'Jreement unless othen-/ise f;peciL0.d herein, However, the support and/or ali.mony payments, if an:;, provided for tn this Agreement shall take effect as set fortt in this Ag r€lemen t . 8. MUTUALBJ..~: IIUSFJAN[J ilnd WH',', each C', hereby lllut\JrlLLy r~~ml~;I', r(.'ll';'l~!(~, qlli.L-(:J,:tlrrl rlnd f(.':"!:~ver d: :h~lrqE-) the (~t:h(;r (HI'.1 t,h~' ,','<;;Li:d,( l/" ::juch nthE~t, for: ali t'Lmc Lr. ::ome, and fnr . (, - all purposes whatsoever, of and from any and all rights, title and inte~est, or claims i~ or against the property (including income and gain from property hereafter accruing) of the other or against the estate of such other, of whatever nature and wheresoever situated, which he or she now has or at any time hereafter may have against the other, the estate of such other or any part thereof, whether arising out of any former acts, contracts, engagements or liabilities of sllch other or by way of dower or curtesy, or claims in the nature of dower or curtesy or widow's or widower's rights, family exemption or s.irr,ilar allowance, or under the intl~state laws, or the riqht to take against the spouse's will, or the right to treat a lifetime conveyance by the other as a testamentary g.ift, or ail other rights of 1J surviving ~lpouse to participatc' in a deceased spouse's estate, whether arising under the laws of (illPennsylvan.ia, (b) any State, Commonwealth or territory of the United states, or (c)any country or any rights which either party may have or at any time h'neafter shall have' for past, present or future support or maintenance, alimony, u Lim~)f\Y pen:iente lite, counsnl [(~es, divLs.i.nn of prnpt:1rty, c(J~-jt~-; or cxp0.ns.;;>,:::, whether ((r.,L~inq ari d r('.'il11.t of t,nr:: mar:t:tL r(~lntj()ns:'.,:p or - -~herwise, (~:-:(:(~pt_, dl1 r tIJht.~~ dnd aut(>r,'mt.!nt;-.:. clnd ()bll.q,;~--. :,cll'lr.j 0: '",'hatso~vet . 7. nature arising or which may arise under thls Agreem(!nt or for the breach of any provIsions thereof, I t is the intention of HUSBAND and WIFE to give each other by the execution of this Agreement a full, complete and general release with respect to any and all property of any kind or nature, real, personal or mixed, which the othcr now owns or may hereafter acquire, except and only except all rights and agreements and obligations of whatsoever nature ariHlng or which may arise under this Agreement or for the breach of any provision thereof. It is further agreed that this Agreement shall be and constitute a full and final resolution of any and all claims which each of the parties may have against the othcr for equit.able division of property, alimony, counsel fees and expcnses, alimony pendente lite or any other claims pursuant to the Penmlylvania Divorce Code or th'" divorce la\'I~; of any other jurisdiction. 9, AQY1~E OF COUNSEL: The provisions of thic; Agreement dnd iUI legal effect have bElen ful.ly explained to t.he parties by t.heir reupectiv" Ci'JIlrlOH'j: MARIA p, COGNETTI, Esquire, for HUSBAND .!lvl JOHN J, CONNELLY, JR" Esquire tel' v:ln:. HU~;l\!'.r:~, ilnd Wln: oi "k:l(lWl(ldq,) !h,d Ir;;;" ^qr('~(~liI(lnl i: :, \1' th( rl::"\:lt .:tn'! dur';~~i~, 111,/ en L Lll::; i In '"I' Ilndllf:' lilt Llj('.V:, 'Itl,1 !.hdt. i I I:~ !.II r.l,l~ rt"~;-;',;J t. I; - II . or improper or illegal agreement or agreements: The parties further acknowledge that they have each made to the other a full accounting of their respective assets, estate, liabilities, and sources of income and that they waive any specific enumeration thereof for the purpose of this Agreement. Each party agrees that he or she shall not at any future time raise as a defense or otherwise the lack of such disclosure in any legal proceeding involving this Agreement with the exception of disclosure that may have been fraudulently withheld, 10, WARRANTY AS TO EXI~~G OBLIGATIONS: Each party represents that they haVE' not' heretofore incurred or contracted for any debt or liability or obligation for which the estate cf the other party may be re:;pon:i.i.bl'" or U."b1.," except as may be provi.ded for in th.is Agn!pnwnt.. ,:al"h par'ty agrees to indemn.i fy and hold the other party harmless for and against. any and all such debts, liabil.ities or obligations of every kind which may have ~wretofore been .incurred by them, .inCluding those for necess.ities, except for the obligations arisina out of this A(Jreement, . l) . 11, WARRANTY AS TO FUTURE OBLIGATIONS: HUSBAND and WH'E covenant, warrant, represent and agree that with the exception of obligations set forth in this Agreement, neither of them shall hereafter incur any liability whatsoever for which the estate of the other may be liable. Each party shall indemnify and hold harmless the other party for and against any and all debts, charges and liabilities incurred by the other after the execution date of this Agreement, except as may be otherwise specifically provided for by the terms of this Agreement. 12, ,PERSONAL PROPERTY: The parties have divided between them, to their mutual satisfaction, the personal effects, household furniture and furnishings, and all other articles ot personal property which have heretofore b,!Nl IIsed by them in common, and neither party will. make any claim to any such items which are now in the possession or under the control of the other, Should it become necessary, the parties each agree to sign any titles or documents necessary to give effect to this paragraph upon request, fly these presents, each of the! pilrtic", heret..,. speci,f,i.cally '.,-J':'j LVC;~:, rf;-:.J.cil;-;E:S, r(\nounr:;r;;s ("HId [orE!Ver abcuv:i'.-Jn::.; wht:.tt;;v(.:r ,cIa im::; ll~~ ur ~;hl-;~ m;l\y" helve VIi. t:h rp~3pect Lc any p(:!r~;{-~r:aJ. prcr>~rt~: \~h i.ch Ls . 10 . complete, WIfE hereby covenants and agrees to assume and pay in full the remaining balance of the first and second mortgages now exi.sting and presently constituting liens upon ilnd encumbering 'the same premises, such mortgages being owed and payable to First Federal and further covenants and agrees thnt she will indemnify and save HUSBAND harmless from any and all liability, expense, cas t, or loss whatsoever as a resul t of her non-payment 0 f or non-performance of said mortgage and said mortgage conditions, 14, IlbHK ACCOUNTS: HUSBAND and WIFE acknowledge that they each possess certain bank accounts and the like in their respective nnmes. They hereby agree that each shall become sole owner of their respective accounts and they each hereby waive any interest i.n, or claim to, any funds held by t.he oth<:!' in such accounts. Specifically, HUSBAND shall retain the IB~ Credit Union accounts which BAistcd ilt the date of separation. 15. ~AVINGS BOtfIDl: 'l'h(~ parties aqree that ilny bonds held eithe'. in th" name of H1J~;ll^N[J (dorH' or WIn.; aLone, presently i.n v.jIFF:'~: p\~)::i~i(l~,i:-ji.()n, r:ihalL bpcomf.~ th~~ ~jol(:.! iJnd f~xr..:1Uf):_'..e prop0.rt'j "1 'I", vJif:'l.: "[I'Hl U,., ','rllor'i 01 it fj,nitJ [",cu," 11' j',j,v:-cf', HU:-;BAND . 12 - further agrees that he shall have no further claim cr interest in the aforementioned bonds and agrees that he will not assert any such claim in the future. 16. PENSIONS. ANNUITIES AND/OR RETIREMENT BENEFITS: WIFE agrees that any monies which HUSBAND has acquired U:rough his interests in either pensions, profit sharing, savings and trust plans, annuities and/or retirement benefits through his present or past employers shall remain his sole and exclusi':e property, WIFE hereby covenants and agrees that she will exec~:e any spousal waivers that may be required under the Pens:~n Reform Act of 1974, the Re';iremEmt Equity Act of 1984, or any dmJ.lar Federal or state statute that is now in effect or maj be enacted, Nothing herein shall be deemed to waive WIFE's Social Security riqhts. This paragraph iH intended to substitutE? fc" any other statement, prepared form, or document which might b~ required by any plan, fund, trust, administrator, trustee, or s::nilar entity or person, so that HUSBAND may receive said benefit5 as if the parties were never married. 17. WAIVER Qf_E1ill!~_tlN.QE.!L~R!SA: I'IIFE her',;,y consEmts IJ' HU,;flf..:.:r.J',: ",lc,c:tiurl I." ,1.'lV,' a ql.laI.Ui",[ Jni.nl: [il::",'i.vor annuity -l:i- form of benefit and a qualified pre-retirement survivor annuity form of benefit under any plan of deferred compensation to which Section 401 (al Ill) (8) of the Internal Revenue Code of 1986 (The 'Code) and/or Section 20:>(b) (1) of the Employee Retirement Income Security Act of 1974 (ERISA) shall apply in which HUSBAND currently or hereafter may be deemed a vested participant within the mean.ing of Section 417 (f) (1) of the Code and Sect.ion 205(h) (1) of ERISA, WIFF', further consents to HUSBAND's current and future designation of any alternative form of benefit and of beneficiaries other than WIFE under any of such planls) and to any revocation and/or modificatlon of such designatlon Is) including any of such plans referred to in Section 401 (a) (11) (B) (iii) of the Code or. Section 205(b) (1) Ie) of ERISA, WIFE hereby further agrees to ~xccut0 any an4 all documents or forms which shall be requ.ired, at any time, and from time to Ume, by al~y or all sllch plans, j,ncluding but not l1r;-j,ted, to, any consents required by Section 417(a) (2) of the Code or Section, 205(c) (2,' of ERISA to effl,ct the payment of benefits .in this manner. WIFE hereby acknowledges that she understa~d5 the effect of: HU::;BF,::D's elect ions and she c(Jn"ent~, Uwr.etn. v!::-": further dcktlUvJlf:;.-lqC'!5 that ~;hl:; und(lr:'";t.and~-) thdt, ab:'j(lr"Lt the ,,,. ;::::i(;nt l.'uld,a.Ltl.::-~ in LhL:-;i para(jraph, ~)h(~ vlouLcl LaVE! tht!}, r.i(j[.~_ r,C l.imit , . 14- her consent to the designation by HUSBAND of a specific beneficiary or a specific form of benefits, and WIFE hereby voluntarily elects to relinquish both such rights. 18, LIFE INSURANCE I WIFE is cogni zant of the fact that HUSBAND has maintained and paid pr.emiums on a life insurance policy, WIFE hereby expressly relinquishes, waives and renounces any and all proprietary, statutory, distributional, and beneficiary rights and options to the aforesaid insurance policy, WIFE herewith agrees and warr.ants that HUSBAND has full and complete discretion to change the designated beneficiaries on the aforesaid policy and to exercise any and &11 additional rights he may have as owner of the policy. 19, MOTOR VEHICLES: With respect to the mota r vehicles owned by one or both of the parties, they agree as follows: (a) The 1. 9<JO ford F'-l !)O Truc).: sha 1.1 bel and remain the sole and excl.\\sive property of HU~3BAN[), The t U-I.e, to the sA,i.c1 mnlor vd1i.cle :';hal.l b,. executed by th,! partierl, ;l' appropriate f'c:{ ,'IUcr:linq triinsfer itS h"rein provided, nn l.h(~ dat(l (If ('xf!('utLnr; i)f Lh.ir-j AqrQ(lrnc-;nt"., dnd said -., C':<C'cutcd t i 1.1,; :,'Ihall be. dc'!. \.'!<.r...d, co fllJ:;HANL, ')1\ th(,' .Ii,:.:tribution . 15 . 1-;/ payments shall terminate upon th,e f,irst to occur of the fOllowing flvents: WIrE's remarrIage, WIFE's cohabitat.ion, WIFE's death, HUSBAND's death, or October 31, 2000, 'I'hese payments are intended to be included in WIrE's income and deducted from HUSBAND's gross income pursuant to Federal tax laws, WIE'E agrees that all of the said payments shall be included as income in her applicable tax return and she shall pay such taxes as may be required by reason of such inclusion, 'I'he parties further agree that they specifically intend this amount to be non-modifiable by either party. 23, CQUNSEL FEES: Except as providc,d herein, each party hereby Indemnifies and agrees to inUemnify and hold the other harmless against the claims of any attorney or person who rendered or claims to have rendered services to him or her in connectiOn with the divorce proceedings and the negotiation of, this Agreement or otherwise. 24. INCOME tAX J?RIQR...Rf;-'!'J.!EHS: 'I'h,! partie:; have h..lr-(-~tofnrr-'l fl.]r:diojnt F(~dl:'rdJ. dnd ,";tatc tdX tGturr.:-~'. Both p'lrt j(,:_,; lOr-fl(: ',hdL i.n t.rJP (lVfoIl:l: any dr::fi.(;jJ!Jli:'! :n !:'r::dr.:ral, state (if. I.u,":dl LCl('(Jn'i" t.d:-':' i.::~ I.:ropn;H_'rJ, (lr r'lny (1:";.'.iC!.';~;;u!nt . :~. cil'lj' such . 17 . tax is made against either of them, each will indemnify and hold harmless the other from and against any loss or liability for any such tax deficiency or assessment and any interest, penalty and expense incurred in connection therewith, Such tax, interest, penalty or expense shall be paid solely and entirely by the individual who is finally determined to be the cause of the misrepresentations or failures to disclose the nature and extent of his or her separate Income on the aforesaid joint returns, 25, APPLI~LITX OF ~~W TO PROPERTY TRANSFERS: The parties hereby aqree and expre~;S their intent that iiny transfer of property 'pursuant to this Aqreement shall be within the scope and applicability of the Deficit Recluction Act of 198~ (hereinafter t.hE: "Act"), speci tieaIly, t.he provisions of said Act pertaining to t.he transfers of property between spouses and former spouses, The parties agree to sign ond cause to be filed any elections dr other documenl9 required by the Internal Revenue Service to render the Act ilppllcable t.o the triln[;fers set forth in this Aqreellwnl ~Ii,lhout recogni.tion of 'lain on slIch transfer anr:\ :'111bjf:'ct. t.(' Uv:.' carr:y-uv(~r batii.s pr.oviEi~(Jn~j of t~IQ ~a.Ld Ac:;t. - 18 - II' '1.,\ I 26, W""IVER ':IF ALIMONY: HUSBAND and WI FE recognize and acknowl~dge that the foregoing provisions for their individual benefit are satisfactory with regard to their support and maintenance, past, present and future, The parties release and discharge the other absolutely and forever for the rest of their lives from all claims and demands, past, present or future, for alimony or for any provision for support or maintenance, except as specifically provided for herein. The parties further acknowledge that in consideration of the transfers made herein each compLetely ~Iaives and ndinq'Jlshes any and all claims and/or demands they may now have or hereafter have against the other for alimony, alimony pend'Jnte litE>, spousal support and counsel fees, except as specifically provided for heroin, 27, EFFECT OF DIVORCE DECREE: ThE' par.ties agree that except as otherwis(' sp~cifically provIded herein, this Agreement shall continue in full force dnd effect after such time as a final Decree in DIvorce may be entered with respect to the parUe,; , 28.p.BEACH: fr 1.'IUlE!!:' P"ltI'V br(~"l.C'llf'\:_~ ..:lilY P~:)'v~J;:;Jon of ~ hi.:; t\qri;'('!l\'llllll, tJil' l)th(~l p,)rl',:1 :-~rklll. lkl\!(' "lll; r iqh~., <'It hi~:'i or.' . 19. her election, to sue for da~ages for such breach or seek such other remedies or relief BS may be available to him or her, and the party breaching this contract shall be responsible for payment of reasonable legal foes and costs incurreu by the other in enforcing their rights under this Agreement. 29, WAIVER OF CLAIMS: Except as' herein otherwise provided, each party may dispose of his or her property in Bny way, and each party hereby waives and relinqllhhes any and all rights he or she shall now have or hereafter acquire, under the present and future laws of any jurisdiction, to share in the property or the estate of the other as a result of the marital relationship, including without limitation, dower, curtesy, statutory allowance, widow's allowance, widower's allowance, right to take in intestacy, ri,qht to take against the Will of the other, and the right to act as aclministrat<H or exeCl,ltor of the other's estate. Each party will, at the request of the other, execute, acknowledge and deliver any and all instruments which may b~ necessary or advisable to carry ir,to effect this mutual 'vl.:li.v(!r cind rF~.ltnqui.~jhm(~nt of {ll'l ::;1:1('hint(:tE.~str;, rj(J~~L:j and (' j ~-l 1. III :__j . - 20 . 30. ENTIRE AGREEMENT: This Agreement contai ns the entire understanding of the parties and therp. are ~o representations, warranties, covenants or undertakings other than those expressly set forth herein, 31, FINANCIAL DISCLOSURE: The parties confirm that they have relied on the completeness and substantial accuracy of the financial disclosure ot the other as an inducement to the execution of this Agreement. The parties acknowledge that there has been no formal discovery conducted in their pending divorce action. Notwithstanding the foregoi"g, the rights of either party to pursue a claim for equitable distribution, pursuant to the Pennsylvania Divorce Code, of any interest owned by the other party ill an dS:iet of any nature at any time prior to :he date of execution of this Agreem,mt that was not disclosed tc the other party or his or her counsel prior to the date of the within Agreement is expressly reserved, In the event that either party, at any time hereafter. discov~rB such an undisclosed asset, the party ~;haJ.I have the t'.i.CJht to petition ':rlC, Court of C~rnm'Jn Pleas of Cumber .ldnd (.'O\lnt'/ 'J; mdkF.~ eqult(1bl~ ,~ji:-:;trlbllt ion r":: s;'li.d r1:' ;--;pt . .21 . fr- o ~ ,>, c . ' HI~') C.~ S,., ...-. "~) : I"" .... I.-i.' U.. " ,j 0: ~. ',',i E" . ~j l., , ,__I\,., ,'. L_. I',jl ... ,; ", ':1- [, U_ ...-:' y., O' i3 u 0" ,.. 0, :>. f'r; lJ. j' ('I' , (C' j IJ~ .". 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'a1:~ RIlCl~ FItlt wiN l)R)\Ikkl ..,..AJ lhlt ~nuhMIt 01 U'IQ poIlklI1 iJollYtH1td to Ilnd 11m Consult postmaster for leo, '.tt. ....0<1 to 4a, Article Numbe'-'---'-- .\ I 01.0 wl.h to recalve tho following 8t1fvlcel5 (tor an Blttrs fee): 1, 0 Addre....'. Addr... 2, 0 R..trlcled Oellve,y P 922 217 511 4b, Sorvlco Type :'-.1, lk,'uloj........; l~,,i.1o.. .H\.1.lJ'~~..'tJ":_,. 11::)5 LU'U<','1 I"".....".,.)',J >.......;:lhlJ.l.r... ~..!AA...:{j !IA t'Jo ~I~ 131 CERTIFIED 7. Date of Delivery , ' ,-- ,_._'.-- "'::~2~~:~,Nov.:mber 1900 DOME POSTMARK OR OAT! - [" '" '} \" 'I II "I . ".r,'_I'I.I' I' II I "1 ~~';C-:;._~__-_~-:-- 'l--"f<;'lllll11ll1lJn'77WIm;;r;t"1llmVl ~)LI'-l T r( J _ . _____. .':).~_I_'~I1rLjJ;~tl:~WI. ~/lIL / / Y/2 2/~6 _n;'F;..='L~~~';:"l / M M U') "" M n.J n.J n.J cr 0.. (, / /"J U ) ,. , ')., , .. ) ,'OJ , / ',.1 I J ~ J; I,:j_ _ ~: ,'h, 1,,,,, ,'J .," li."":1 ,j '"I '1>,1;; . i.{'t)",T 1'-:;F(J'1M"I,;;,;j'- -'-~: ~ ,,,,,, RECEIPT FOR CERTIFIED MAIL , C "..... ",,./. 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I: " ..... ;,;;::,' , " ,', ,,' ., ,.'t ' NXNCv EICHEL8ERGER Plaintiff . :', IN THE COURT OF COMMON CUMBERLAND COUNTY, PENNSYLVANIA VB. NO. 96-2074 DOUGLAS EUGENE EICHELBERGER Defendant. CIVIL ACTION - LAW IN DIVORCE PRAECIPE TO.Jlll'llDRAW APPEARANg,; TO THE PROTHONOTARY OF SAID COURT: Please withdraw my appearance as attorney for the Plaintiff in the above-captioned matter. Respectfully submitted, ~ ---- Laur e A. Saltz I.D,# 61382 MEYERS & DES FOR 410 North Second Street P.O. Box 1062 Harrisburg, PA l7108 (717) 236-9428 PRAECIPE TO ENTER APPEARANCE TO THE PROTHONOTARY OF SAID COURT: Please enter my appearance as attorney for the Plaintiff in the above-captioned matter, c " MIVIRI.D1I_ 410NORfH SECOND STAEl!f . PO BO)! 1082 . HARRISBURG, PA 17108 i'!1 !113fS.9otJ8 . FA)( mIl 2J&.~)17 . "- e1\ 0>- tr; l.l~ (, r I~ " N ~.4i ~~F' ..'" '.1:,' ..... .J ~', r ' , "1, t", .-"- , ~,l , j ~l)c . 0'\ t.)! 1._/ ' ; lJ' " c'.' ll\; J,\ " r: ,~, )''- LL. j'.: t5 ~ d ,_. Q', (' h; OJ'; f!;' .. J." l! J ~: . _i ("J 1;.-1 (,.).., fr' ., ;;"1... " Y' . (.1\ C')t,l I.L_' 1 , , _4 C Ifd C" . . J.. 4 Lt. I , .!(.~ f,' L... 'I, CXl .":J CJ 0' U NANCY EICHELBERGER, Plaintill' IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA v, NO, 96-2074 CIVIL TERM DOUGLAS EUGENE EICHELBERGER, Defendant CIVIL ACTION -I.AW IN DIVORCE AFFIDA VIT OF CONSENT I. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on August 2, 1991. 2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety (90) days have elapsed from the date of the filing and service of the Complaint. 3, I consent to the entry of a final decree of divorce after service of notice of intention to request entry of the decree. I verifY that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa,C.S, Section 4904 relating to unsworn falsification to authorities, Date: j-/(t ,n ~at~f:6f'~ ~(tP~. f DOU .AS EU NE EICIIELBER . R "'I.. ". '3\ i' ' f l.-: " Illf, , .. <tl" ''I ~: ' ,. 1I.: Sj~ [I' C". .:.'f LJ::l1 t:,'. I LJ.I '"~ 'I "'. ' . " tl . , m 1 0'\ () J ~ _ Tl~~ 3 I ;r 0 ~. i ~ 1'[ ~ :-t:l~, i-J ~ ~ I"") 9 ~ Ii ~J. i<. ~ ~ ~ ~, , - .,.....~' ~ ~ ..' - ,,... - - NANCY EICHELBERGER, PlaintilT IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA v, NO, 96-2074 CIVIL TERM DOUGLAS EUGENE EICHELBERGER, Defendant CIVIL ACTION - LAW IN DIVOItCE WAIVER OF NOTICE OF INTENTION TO REOUEST ENTRY OF DIVORCE DECRU UNDER , 3301(d 01,' THE DIVORCE CODE I. I consent to the entry of a tinal Decree of Divorce without notice, 2, I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted, 3. I undersland that I will not be divorced until a Divorce Decree is entered by the Court and that a copy of the Decree will be sent to me immediately after it is tiled with the Prothonotary , I verifY that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa, C. S, ~ 4904 relating to unsworn falsification to authorities DATE J,-/{( -(/~' ~4~ &.Q'Vi- t ~ P~C~h DO LAS EU8ENE EICHELBdGER ~_: OJ' ( ." L(': ~;:.'; l~( )' (.~ " ( . ; '" I', I" 1.1_ <..,l, '(J-~ " ,', L. , Ll.'" i"'I,r ('..I , .j }"', r' " I ! ;.~. LI.. 'l, a: d w <7' - , f :3: ! g, .. ~ . ~ .. ;p (:, g, i tj t ~ ~f .. .. ~ ~ ~ ~ Ii ~c:. ~ I · :Po , ::. , , -- - If' ,... .(">0 "... ...., '..... ,. . OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COUAT OF COMMON PLEAS 9 North Hanover Street Carlisle. PA 17013 (717) 240,6535 .. Robert IlIck.r, II Divorce Master Tr.el .10 Colyer Office ManagerlAaporter w..t Shore 697-0371 Ex!. 6535 June 5, 1996 Laurie A. salt~giver Attorney at Law MEYERS " DES FOR 410 North Second Street P.O. Box 1062 Harrisburg, PA 17108 Maria P. Cognetti Attorney at Law 200 North Third Street Twelfth Floor P.O, Box 689 Harrisburg, PA 17108 RE: Nancy Eichelberger vs. Douglas Eugene Eichelberger No, 96 - 2074 In Oivorce Dear Hs, Saltzgiver and Ms. cognetti: By order of Court of President Judge Harold E. sheely dated May 31, 1996, the full-time Master has been appointed in the above referenced divorce proceedings. ^ divorce complaint was filed on April 16, 1996, raising grounds for divorce of irretrievable breakdown of the marriage. I assume that grounds for divorce are not an issue and that the parties will sign and file affidavits of consent so that the divorce can be concluded under Section 3301(c) of the Domestic Relations Code. If my assumption is not correct, please advise upon receipt of this correspondence, The divorce complaint also raised the economic claims of equitable distribution, alimony, alimony pendente lite, and counsel fees and expenses, The motion for appointment of Master indicates that Maria P. Cognetti has appeared in the action; however, I do not have an entry of appearance for Ms. Cognetti and request that she enter her appearance if she is representing the Defendant. Assuming that grounds for divorce are not an issue, I am directing each counsel in accordance with P,R,C.P, 1920,33(b) ..-, ' NANCY EICHELBERGER, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSVLVANIA vs. NO, 96 - 2074 DOUGLAS EUGENE EICHELBERGER, Defendant IN DIVORCE RE: Pre-Hearing Conference Memorandum DATE: Friday, August 9, 1996 Present for the Plaintiff, Nancy EiChelberger, was attorney Laurie A. Saltzgiver, and present for the Defendant, Douglas Eugene EiChelberger, was attorney Maria p, cognetti, A divorce complaint was filed on April 16, 1996, raising grounds for divorce of irretrievable breakdown of tho marriage, Counsel advised that the parties will sign and file affidavits of consent prior to the hearing to be scheduled so that the divorce can be concluded under Section 3301(c) of the Domestic Relations Code. The divorce complaint also raised tho economic issues of equitable distribution, alimony, alimony pendente lite, and counsel fees and expenses. with respect to the alimony claim, counsel have indicated that there may be an issue with respect to marital misconduct involving husband's alleged relationship with a female friend prior to the parties' separation, Therefore, we will schedule a separate hearing on that issue. The parties were married on June 23, 1979, and with respect to the date of separation there is an iSBue that the parties separated either in 1990 or 1991. Counsel for wife avers that the parties separated on April 4, 1991, and coun.el for husband avers the parties separated in 1990. In any event, we will also take testimony at the same timo we have the he.rln9 on the marital misconduct issue, on the matter of dotermlnln9 when the parties separated. The date of separation Is relevant specifically with respect to the valuation at husband'. pen.lon plan, The parties are the natural parents ot two children, Daniel L" born November 8, 1980, and Becky Jo, born June 22, 1982, There has been a concern about Daniel'. health. He may have a muscle disease which has not yet beon diagno.ad which may atfect his long term health situation. Husband is currently paying spousal support per month in the amount of $365,00 and child support for the two Ghildren in the amount of $726,00, The support is being paid through the Cumberland county Domestic Relations Office. Wife is 38 years of age and resides at 440 County Line Road, York springs, Pennsylvania, with the two children. She is a high school graduate and works for the Pennsylvania Supreme Court, Pennsylvania Board of Law Examiners. Her 1995 income tax return showed an annual gross of around $20,000.00. Wife had a stroke a few years ago but seems to be doing well health wise at the present time. Counsel are going to determine if she will have medical insurance benefits through her employer upon the entry of a divorce decree. If not, we are fairly certain that she will be entitled to COBRA benefits through IBM but we need to know the cost of those benefits. Husband is 44 years of age and resides at 1155 Rhoda Boulevard, Mechanicsburg, Pennsylvania. He lives with a female friend, Husband has a high school education and counsel is going to inquire as to whether or not he has any advanced training or degrees. Husband is employed with IBM as a customer engineer and according to wife's estimate, including bonus income, husband's annual gross for 1996 will be $53,000.00, His W-2 for 1995 which was attached to his income and expense statement showed income of $49,466,00, Husband has not raised any health issues, The parties own real estate at 440 County Line Road, York Springs, Pennsylvania, where wife is residing. A market analysis on the property shows a range in value on the property from $121,500.00 to $138,500,00, That analysis was done by Vernon Anderson, Another market analysis shows a range of $119,000.00 to $125,000.00, Counsel have pointed out that the home is heated by wood and there are probl.ems with the septic system and well. Counsel for husband intends to have the property appraised by a certified appraiser and that appraiser will be instructed as to the problems raised by wife so he can take those issues into account in arriving at a market value. Also on the property is a pool which counsel need to specifically advise whether or not the pool will be considered in the appraisal or as a separate asset of personal property which can be removed. There is a loan balance owing for the pool of around $2,700.00 - $2,800.00, The pool loan is secured by a lien in favor of First Federal. Counsel indicated that the amount payable on that loan monthly is between $119.00 and $170,00, The mortgage on the property is with First Federal and the balanoe on the mortgage is around $30,680.00. The mortgage payment is $349.00 per month. The mortgage payment does not include real estate taxes and insurance. wife traded the parties' 1985 Mercury Marquis on a 1990 Ford Tempo which she currently uses as her vehicle. Counsel need to determine the amount of trade-in that wife received for the Marquis to place a value on that Marquis for purposes of equitable distribution, Husband has a 1994 Ford pickup truck and husband's valuation, exclusive of any lien due and owing, is $4,950.00. Wife will review that value to determine whether or not she can agree and stipulate to the $4,950.00 value. Around separation there was a checking account and a savings account with the IBM credit union and counsel for wife would like to have verification of tile date ot Bepdrdtion balances on those accounts, The money in those accounts has been estimated by husband to be around $350,00 total which husband retained. Husband claims that there are around $~OO.OO worth of United states savings bonds and counsel for wite is going to inquire of her client about the bonds and the value. Husband is a participant in a pension plan with his employer. Ms, Cognetti did a valuation of the pension based on a computer program which she recently acquired showing a marital value of $14,347,00, The percentage of the plan which is marital according to Ms, cognetti is 56%, Attorney Saltzgiver can do her own evaluation and we can determine if counsel can agree as to the present value after that evaluation is completed, Ms. Cognetti will provide Ms, saltzgiver with a copy of her computations and report. Husband also participates in a tax deferred saving account and a IBM personal retirement provision. wife would like to have a release from husband allowing her to obtain information about those accounts. Husband claims both accounts were nonmarital, Wife claims that at separation there was $1,200.00 in the tax deterred savings account. The household tangiblo personal property has not been appraised and counsel may have an appraisal done since wife has placed a value on that tangiblo personal property at $2,500.00 and husband has not 9uggosted a value tor that property, Husband indicatod ho would llko to have a bucket full of cement which wife claims ho h~s already received and a lAW Ofnr:u lClIIN I, CONNIIIJ.Y.'1. lAND .. IIIID, '" lAND F, IPo\DIl lA_ell. NEAltY lClIIN F, LYONS CONNELLY, REID & SPADE 101.112 WALNIlU1UIT P,O, Box 963 HAUII.vaG. PENNSYLVANIA 17101 TIlUIFHONI (7171 :u....T7. TEUICO"" (717) :u....m FUJI NO, 970047 lanuary 14, 1998 Traci 1, Colyer Office of Divorce Master 9 North Hanover Street Carlisle, PA 17013 Re: Nancy 1. Eichelberger v. Douglas E. Eichelberger No. 2644 Civil 1991 Dear Traci: Enclosed please find two copies of the Property Settlement Agreement in the above- referenced matter. Please revoke Mr, Elicker as Master since the divorce action is now settled. Thank you, Very truly yours, 9/. .. I ~)IV ,yL. lob. J. Connelly, lr. JJC/jlk Enclosures Nancy EichelberqerL, PlaintLff vs. Douglas Eugene Eichelberqer, NO, 96-2074 19 Defendant HonON FOR APPOINTMENT OF ~1AS'l'ER I\L.,\<-y ~i "helbllrgwr I'l.i...t.-Upaintiff) (Defendant), a master with respect to 'the following claims: (x) Divorce ( ) Annulment ( x) Alimony (x) Alimony Pendente Lite moves the court to appoint (X ) (X ) (X ) (X ) Distribution of Property Support Counsel Fees Costs and Expenses and in support of the motion st.ates: (I) Discovery is complete as to the claims(s) for which the appointment of a master is requested, (2) The defendant (has) (i\il&=<ll>l:~ appeared in (by his attorney, Maria Cognetti (3) The staturory ground (s) for divorce (is) 3301 (d), 3301 (c) (4) Delete the inapplicable paragraph(s): ~ The action is not contested, ~ An agreement has been reached with respect ,td the the action (personally) ,Esquire). (are) following claims: Date: (c) The action is contested with respect to the following All of the Above,' (5) The action (i",,,Ql....es) (does not involve) complex issues of law does not involve The hearing is expected to take 1 day (hours) (days); Additional information, if any. relevant to the motion: " ~ ~N/A. .:--~." (}-O . j , I Plai~~ ' (D"fenJant) / -, / ORDER A~POINTING ~lASTER S L') ,19.:JJ:..., r 1<" d.,'r f L /1/'::, '" with respect to the following claims: ,If' ( (,.,l',.~ J claims: or fact. (6) (7) AND NOI~ is appointed master Esqu~n. ,. <0\' ~:i\-j) . 'Ill' <,II} ",,!,j -"J' " il ~:~'If . J J -' . . , . a stroke on May 18, 1996, Wife was off work for approximately two weeks as a result of this stroke. For the most part, she is now back to work full-time, however, she experiences a lot of fatigue, and has to cut her work day short on occasion, The wife is employed as an administrative clerk with the pennsylvania Board of Law Examiners. She is current ly undergoing further medical testing to determine the cause of the stroke, but little is known at this time. The parties' son, Daniel, is also experiencing medical problems, at this time. He has a muscle disease, and is currently undergoing testing and treatment at Hershey Medical Center. Additionally, the son currently sees and has been seeing a counselor to help him deal with issues regarding his parent's separation and divorce. All of these physical and emotional health care related problems have caused an additional financial burden upon the wife. The wife has resided in and maintained the marital residence since the parties' separation. She has made all paym~nts on the mortgage, and the pool loan against the residence. The wife has conducted extensive repairs to the residence with the major repairs totalling approximately $8,000.00. Numerous repairs continue to be necessary to maintain the residence, which need to be completed at this time. There is presently a problem with the septic system, which needs to be corrected in the ,near future. MlVI~'. DlI_ 410 NOATH $ECONO STREET . po BOX 1082 . HARFlISBURQ, PA 11101 j711113ft.942B . FAX r1l71238-28\J , . VI. COUNSBL PEES. COSTS. AND EXPENSES Wife intends to introduce exhibits regarding the counsel fees which she has incurred. Wife also requests an advance on counsel fees from the husband for appraiser and actuarial costs. VII. PROPOSED RESOLUTION To be determined, Respectfully submitted, MlYI.. DllPOlI 410NORTHseCONOSTRler . PO BOX 1081 . HAAAIS8UAO,P'Al1108 rn 1123&-90428 . FAX (711)23&2817 , , EXPENSES: WEEKLY MONTHLY YEARLY HOllie: Mortgage/ rent $80.57 $349.14 $4,189.68 Second mortgage $39.23 $170.00 $2,040 Maintenance $76.92 $333.33 $4,000 Utilities: Electric , wood $115.38 $500.00 $6,000 Gas Oil Water Sewer Trash $11.54 $50.00 $600 Telephone $28.85 $125.00 $1,500 Employment: Publ ic Transportation Lunch $23.07 $100.00 $1,200 Taxes: Real Estate $26.92 $116.66 $1,399.9 Personal Property $7.69 $33.33 $399.96 Income Insurance: Homeowners $9.61 $41.66 $499.92 Automobile $7.69 $33.33 $400 Lite $9.61 $41.66 $499.92 Accident Other ' ,j', , " " /." ':,\!:; Automobile: ' .,"'d- '-'i I '.~.~' Payments $(,5.10 $195.45 $2,345 .\\'~~Iii I \ ~r~ Fuel $35.00 $140 $1,610 'il "/\ , ., I ;' ,)1 Repairs $7.69 $33.33 $400. ,. Tire., Licen. ing, Registration $11.54 $50.00 $600 MeYIIII.D1._ 410NOATH'3EWNDSTREET . PO BOx 1061 . HAHAISBURG. PA 1710B j111f 23&-942B . FAX Ul 11 136-281] . . '. EXPENSES: WEEKLY MONTHLY YEARLY MecSical: Doctor $11.54 $50.00 $600 Dentist orthocSontist Hospital MecSicine $9.62 $41.67 $500 Special needs (Danny/Nancy contacts/glasses) $15.38 $66.67 $800 Education: Private School Parochial School College Religious (Church) $4.62 $20.00 $240 Personal: Clothing $192.30 $033.33 $10,000 Food $192.30 $833.33 $10,000 Barber/Hairdresser $17.30 $75.00 $900 Credit Payments: Credit Cards $23.07 $100.00 $1,200 Charge Accounts Other (Bon Ton) $4.62 $20.00 $240 Memberships: " Dance $6.73 $29.16 $349.92 Football $64.05 $16.66 $3,330.6 Cubscouts/Sports $11.54 $50.00 $600 Loans: CrecSit Union $9.23 $40.00 $480 MIYIR'.D1'_ 410 NORTH seCOND STRH T . PO Rex 1062 . HP-RAISBUAG, PA "IOB 111 Jl 1'3e.9418 . FAX l1111238-1817 , . . , '. EXPENSES: WEeKLY MONTHLY YEARLY Miscellaneous: Household help Child care Papers/booKs/magazines $9.23 $40.00 $480 Entertainment $80.77 $350.00 $4,21J0 Pay television $6.92 $30.00 $360 Vacation $23.07 $100.00 $1,200 Legal fees Charitable contributions (Church/camping) $5.77 $25.00 $300 Other child support Alimony payments Gifts (Christmas and birthdays) $76.92 $333.33 $4,000 Other: New watoar softener $9.62 $41. 67 $500 New washer $9.62 $41.67 $500 New woodstove $288.46 $1,250 $15,000 TOTAL EXPENSES: $1,546.24 $6,700.38 $80,404.56 MlYllllaDl_ 410 NORTH seCOND STREET . POBOX 1062 . HARRISBURG, PA 11101 (71112')&9.28 . FA;.c 11171238-2817 ~ ~ :I,' t 1 . .. of .-\1) , 71"" : " '. " "ICT: ,.., "OIU~ TUl'~1 WAalS NANev 5 !ICMI~II~QI~ ..0 COYNTVLINI ~CAO 'O~k S'~INGS 'A "3'2 011- - .0 201.10.2TT. .3.tl. , '"01.1''' 0' 'ed.,.., rlwlble wage. .ho." in .'ac~ , 0' tl'\. .tt.C.....d W2 It.'I,.lnt 'Of" 1I0lt lmolol 'I" 'ro", the .mo..,nt Of Qro.. 'Irn,"gl you rlglhld d\.ll'"tr\Q ,t'l. Cal.nd,,. y..r. Any 0'"'''''''' ~1' 0' on. or more 0' th. 'QJY.~~.nt. ..pI11n'd and c,'culated bllow: ~ou ~.v. .ny qu..t'onl. pt.... contlct your ~'r'O"".1 O'-'QI. . . . . . . . . . C'~CU~AT!CN SUMW'~Y . . . . . . . . . 1$$ IARNINGS IUS: ~nUIMINT "IC~Y' CONT~IIUTlON5 (Non _ear' a Lur;. 0" Aot 632/83. lern'";e) . . . . . , , 'ALS: I~AL TAXAILI WlGIS tI. 10 . . III '.C~ FO~ ADOITIONA_ IN'O~MA'ION . . . '.....11......,. N.,....' aa.a11I.' . ..... to.1'I1.... . .. ..!!!I!"I!lO~" ,......., I;' """. ...r..., .n. ." .... NIIIA&. TH 0' "1...nVANIA '1VI 11""10" 11II.. "" 11110 1111 ",~'lly ...... II .117.n . Mill .....'1.1 '.... _1''''11' ...... . . Cl.. YII.... lit flU ", liT .'T . M,.I"', ,.. "'I'MII' Ita." ..,1'1 .....r"v ~.. 10'-'0-'''' ...... ''1mMl 10 0..."'"" ..,. .,",fnl , , . 'rlr::ul'l.it..~.." " ~1\4I'"1 fled ,lln& ... ... I",IWIII.' 1ft ,II _VLlNI 110M ....... U fl. .". II' lOt. 1ft,IOVIr', "". I ~~, It I.. '''''ra ftn I.,>> 1 '] II ~o..... "a7:~It" o C!I 0."'" e......".1 CI 11 l"It N....,~ J. Stitt II~OO",t,.. 11 1.0CII11'V 11"" 20 Lu.1 w.,.t, "'1, lie. '11...11 lIlIt. "aj~'ii 11Iii..... i i~ ail,..7 '...OiI. ';\hiiOii,..twjl': ..... ... .........H.i.',.:..,.... ..."......."1"1',... 040 ANCY o I~Iln'" B lonlf, lO'~' n. , of your W.~I , IIld ~ h.... d1dl'<ll ~"21'" It. It. Dul do lell, your ..1t and lnt .,500 1:1. .lIntn', ,eoma 1'. lne.... " ~.j ,,".' ,. P. 1995 " I".uuonr "."11'111.1',.,,, Ie I" ,"1'1 "", ," OM' No, 1&??6-OO74 V_ ...IoI-.llv ftu" EICHELBERGER 20e-eO-2776 IpouM'I _III _rtty nO. 3 2 Do yau WIlnlt3 10 Qn. w. "'no! ... .......... .......... n I 1r"ltuln _ u, wlnll3.... Ih.. fund?.. .. . Slnglll ,.. ,tl..o~ ".. onO P...-orll "......0.... _., - 1IIlI0. MIITIIc:l ~K..joInl "!\liB (MIl" ollli 0111 ~Id Income) ,.."11..61.,...,.""",,, ."w",ou..,.ISNlbo'l.lh,,1I "'11' ~.... Hald o'_1d (wItn qu.."ng pellOn). (Sea p.~' 12) 1\ qulll!jlng o""",n II. e~11d bu' not fOur dtJl4nClon~ X .nlll o/llld'l_ ""... __ au I lOIIo . WIllI 0 dl" oMd ." pu" dlod .,g . SM 012 X fourWI. "flU' P"'''' (or _11111..) cln dolm IOU .. a dopendan' On nlllh<< till FaIr", cNl'lotc:tlldl bole .. Bul bllUr.lO Ct't1ClC bOil on line :)3b 01\ P9 a. D8I>oU..."....... ..."".. """""., ... ".."".... ~""t Clp'/I","r"Cl~'1 0.,."4"'" Na..' Nt..trow' ..~'t1l\li"'Dtr.I'tMll" ....tit..~IIf\.O ,. ,l 11. ..,.",..",. '''l'".u, ,1l. .., IIf' .".: 63-68-0949 0 2 63-68-2298 AUCHTER 12 J COUNTY LINE RD S , _.r.'''''''' ~.., ".". cx If .,.wr'''I.....'tll''''''-'1tll ~'I.IlIIIII". .,oullIII,,./lll.,,1 wnll.'.r;.f..I.......ll'Itllt.."... ".'. ." . TOlol nuMblr 01 Ilona d~mad. ........ . . w..... ..1ItI"1 tI,l. .u.ATlIGh 'olll(llIN-. 18 TUIbI.lhll..ll _ <_ pogo 11Q. Atto.:ft Soh.dul. B ~ ovor f4CC .... . b To....mpt Intel..l_ pg. 1el. DOtI'I' Includo on lno el 8b 8 DMdlhOi"""me.IeohSClltduItUo...t4OQ.........",........,... 10 T.uble rotunda, 0'11I11, Of O"M"o'IIIII'hO loCoIlncomo IIX.. (MO ptgl Ie) .. .. 11 A1""'h"_.... .........".............. ......... 12 15u.1~ InoomI Of....~ A/loeh!ldlldUII C or C-U. . . . . . ..... . .. .., . . . ,.. . 13 ClplloI gliB 01 (1014<< 11q""', ,_ SelildUt 0 (_ P1I!II11) . .. . . ... . .. . . 14 OIIWgtl....(Io_l.A1tooh''''''4lI7. ........ ......... 15. TolIIl"" d1lt11bu_ .. l.!!!I I b TIX_ IITlOUnt 1- PlIo Ie; 118 T...'."'........-. [!!!) b TIX.bot amount(_ PlIo le) 17 FlInt., lotI"'IIlI, ...._ p~, 5 co'~...'on.. tru.... olC. Alltoh S<llltdulo I . , . 18 ,"'" lnoomo 01 (~. Alltoh 5eIlaMl'. .. . .. ....... . ...... .. .,........... 1e U'*"PlOymal11 COfIIJIIWIclon (101 p.l1).. .. ".. . . ..... . .. ............ 20. SooIoI-.1l1y be.... . 120111 I b T..,oIo ornount(_ pg. Ie) 21 Olnttln:oll"&_ 22 Addrhl u,..........ar htt.clu_rc,IInII",lhrCl, "a1.Tl'II,1I urw&.IInuom... 238 Y"'I""_"_~P.'I).................... 23. b spou...'''''_n(_p.'........ ........ 2:lb 24 Mo..ng___h'....._.Z80Z.'. 24 21 0_11III01.-1 ...../IN""................ 25 2t __Ioyed_I....,___,,(...pagoa.). 2e 27 1<ooQ~.......;'. d!llP'I......tE'.O""'" . 0 21 2' 'Inlltf on ....y _.w" 01....... . . . 2. 28 AAmony pald. "...... SClN . :I 31 &4411".1:1. .. ~.., u' _.. 0_...... Sublroct InUO ~ II.. 211. TI'llIo . u..... .. .....m. .. "................ ....,. VII N. N...: C/lIcIIlng 'Vw WIll not ell"", )0"'" 01 roduCl )CUI m..nd. Mt.tlIU" :3\\.4.,... .-l ellvlllllwlllly.... 2 .,lI_"".....W1.Ji1 11t~.\lIIO.I'tOIM "",II&tlOlltnl ,...,... O.P.Il~.,tI.rl.. """"11'""0'" "'.11III '~III1.,. :::I::....~ . 20 oOt 31 4 36. 4 4 ~..- ,. ..";Il ,; . . 140('180) ''NAMCy' J EICHELBEllGER 32 Amounl~...I"'~l (.dlull1ecl,..lnocme)...".""..."... ....,,,.,,........,,. 3311 cntcllr; Ovou_.etloldlf, Olll.d; o IlpoUHwutie.'cIder. Ollllnd. Add ltle....-ol....__.......nd.nWltle 10111 ~....., ...,...... · 33s b "yoo' pnnl (01 _.. ..).. cIIIrn you . . cIIpIndInt. <.,.". 1Ier.. . . . . . 33b c It you are man1Id llllna ..,..,. and Vll"r _- I\InQM deducU_ Of V'>" . 33c .... cIuII-UIlI. _.::.1.21 ."C1_ tier." . ... ... ...... "... 34 ~... t==~.=n5c':O~~":;~O:I1U.IIII. r.r~~1 ......' r:;u~==&~~,IO.a;.~dedu~r:.w c n. or . ._ __ ...lOG . M.......lilng IolnllV Of Qullfl'ng _w(1I'l -. ...-.J your H.ld or hOu_-- *,,7150 . M_ ftHng U1111'~ -- ",27& 35 SUbr......:MtIllmllnl:aa. ....."....................... "......."....,. ..." 3. It II". n Ill........ ie.. iNtIIv $2.- by the \0111 """'bII' 01 _.pilon. clllmod 0" II". ... It... 32 III 0" ....CIQf,_ the worlllh'" 0" p." ZI to... amount 10 ..11., . . . . . , 31 T...... _I. Sulllrect .".. ~.'" ... 3&. II line 38 " mol. thin'" sa, .nlOt .0- . . . . . . . " T...C_Uo", Ij!;T..'lbII. bOTuFlI..ec_,oDcapI\llQoInTuWClll- '11IOI,0' dO Fcm1I11.e~_...\ Amounl ho'" Fo~.) .,..., 38 Adcltlon....., ChIok II hem 10 Fo"...870 bU F."" ..n .. .. . ....... .. ..". 40 Add_:IIond3l"... ....................""...,........ 41 c..dI1 Itll cIlIId.. ...,."d1nl_..p. A....h Fonn2.., 41 42 Crl<l~ "".. IId1<1y or the dl.-. AlI..h Sc:~lIdul4 R. . 42 43 Fo,algn .....1<111. AI\8Ctl Fo/TIIII"". ""......... 43 44 Olhlf <rea (_ plQI25). C""* ~ I,om 10 Form *lO b 0 FOITIIIS8. C 0 Form -.,. dO '0'''' 44 45 Addb_.l1nro.gh.............."....."..,...... ."......."".. 46 Sub2IClIIW4anom.",,4C."too .all rror.tIl.nline 1O,.'lar ..0-.........,.....,.,. 47 SelI........"..nttu........"_"'SIl....".............................".." 48 AilIlnlll....nInlIm.... ""edlfcrmllll&1 . ........".. .". .."... . NOT.. LIABLE 48 Flecoplll,. _. Cheek ".m I 0 Form.2M b 0 fOrmam e 0 ~0f1" _.. " ." 50 SocIII ~ oncl M_. taon lip I....... ""tropo<1ld Ie.".....,.... Aftacl1 ,."" .131 ". 61 Tax on qullflecl r........nt pl-.lncludlng IRAI. " _!ted. lItoch Form Il32lI . . . . . , , . . , , . . 52 AcIv.... ,,-11lCOITII credl"",,"ntl hem Form w.a" . " .. ".. . ". ....""...." 53 Hou_lI'I1)loy"'erll_..... Sdledu'- H..... .". ,.. . ... . .." "..." IU- .ge N"" .10 your . ~ III ,.ge II II a'.) m.nl. tlNO .W-z, 3. .nd -Ron ,1. undo, <I"nl I Ow. n " ~ . copy r11 return ...., lrd.. Id .'Ir.r'. , Only 54 Add "__ II '."1'11~"''''''''''I'''ldl.It&ft1....,...,IIIl(Itt(I....".etl. ... 58 .8te _lid \Ill PIV_IIW'I'I. appl1ld nom .814 .1I."n . 5 7 &amelI1MOm1 ..., An&4" ...~".I.c It "V II,,,.. ~lo&~trl". III'lU..H'''''tl'''''''.w.a~.:.''.' I 1,031.1 I ~.,~.. ~ 58 Am:unllMid wItIl Form4lee (all""'" 'eqtJlIll. ...."... 58 58 lJ<..-...... --"V ano FI~lll" w1t1lllerd (_ plge 32).,. 51 80 OtI1IrpajrlllllIl.Chedc"_IO'''~l.'' bO'o,mo,", III 61 Add....eelhro hlO.~.' ourlelll . ..II.... ...... ..".".."...... 82 II 'rw.,Il1.-.tIlonllne&4...1Cl1lr1l 54 frOl'l\ line 11. Ti'lIlo lIlIamount youOVUlPAID . 83 Amount 01."" III you wanllltlUNDID TO YOU. . . ... . ". ...."................. ~ 14 Amoun,oInno III you wonl Altl.IIOTO I_1ST. TAX. .. ~ M es II 11..&4"'''''''. ""'.'Ino ....rlCl line " I'omlll1l 1l4. Ti'lIlo :I1IAMOUI(TVOU OWL "o,dndton hOw to DlYlnclM'Orm 1040-V. Plyn'IIII'1t "'0ll~1f',.. 1)1QIl33". .. .. .. .. 88"111 ....n 33 AI.. Ino1udl on me 16.. . 88 UJ1d1r .'"' _ III ~... IX . ,dKn ..~.- Ie 1/1 _n.~.o \110 ., mv.' .... ,,...,. "". ..~ 1/1~ _""" DecJ_" o,.pfl/l.... (other """ 11ll11_) 10 b on III Ir\tortnl n t16Qh,..,_"..-.yklI04iI.dg. 110. v...,....... 0eII Vou, .....~ ,. LERK SI>ou." 00ClUI>11IO. ... :' ~ .. .. 'j ...r: ea. Th.._ u,.....tu... 8pO<lH'. 1iI-'" II. joIn...,n. 10TH rnu. lIOn. DIll . ,/: , 4 6 36' 8 7 &0' o 52 1 57 1 57 1 57 1 5~ 2 7: 1 1. 1 """'''' lIOn..... 'lrm'.""'.. ".11- '00 add,... Chock ~ MIl- 10 IIN 2 21'_ A 7019 Prep.... 000111 1IOlI' 90-44-097. -1668707 SRI CIS S RBET .' '. " ASSETS OF THE PARTIES ( X ) PLAINTIFF ) DEFENDANT MARRS ON THE LIST BELOW THOSE ITEMS APPLICABLE TO THE CASE AT BAR AND ITEMIZES THE ASSETS ON THE FOLLOWING PAGES. IF AN ITEM HAS BEEN APPRAISED, A COPY OF THE APPRAISAL REPORT IS ATTACHED. ( X) ( X) ( ) ( ) ( Xl ( Xl ( ) ( ) ( X) ( ) ( ) ( ) ( ) ( ) ( ) ( X) ( ) ( X) ( X) ( ) ( ) ( ) ( ) ( X) ( ) 1. Real property 2. Motor vehicles 3. stocKs, bonds, securities and options 4. Certificates of deposit 5. ChecKing accounts, cash 6. Savings accounts, money marKet and savings certificate. 7. Contents of safe deposit boxes 8. Trusts 9. Life insurance policies 10. Annuities 11. Gitts 12. Inheritances 13. Patents, copyrights, inventions, royalties 14. Personal property outside the home 15. Businesses (list all owners, including percentage of ownership, and Officer/director positions held by a party with company) 16. Employment termination benefits, severance pay, workman's compensation Claim/award 17. Profit sharing plans 18. Pension plans (indicate employee contribution and date plan vests) 19. Retirement plans, Individual Retirement Accounts 20. Disability payments 21. Litigation claims (matured and unmatured) 22. Military/V.A. benefits 23. Education benefits 24. Debts due, including loans, mortgages held 25. Household furnishings and perso~alty (lnclude as a total category and attach itemized list if distribution of such assets is in dispute) 26. Other 2 MlYIR, 6 01'_ 410NORTHseCONDsr~Eer . PO 80x 1062 . HAflIRISBURG, PA 17108 (11'1l13&-9428' flAX 17'11 23fJ.2811 '. " MARITAL PROPERTY ( ) PLAINTIFF ( ) DEFENDANT LISTS ALL MARITAL PROPERTY IN WHICH EITHER OR BOTH SPOUSES HAVE A LEGAL OR EQUITABLE INTEREST INDIVIDUALLY OR WITH ANY OTHER PERSON AS OF THE DATE THIS ACTION WAS COMMENCED. ITEM ITEM ITEM DESCRIPl'ION ChecKing Savings Lite insurance or PROPERTY account Account trom IBM NAMES OF ALL OWNERS Joint Joint Husband DATE OF ACQUISITION June 1979 June 1979 Unknown COST OR VAWE AS or DATE OF ACQUISITION Unknown UnKnown VAWE AS OF Unknown $1,000.00 DATE OF SEPARATION PRESENT VAWE Unknown -0- AMOUNT OF ANY LIEN NATURE OF AMY LIEN EFFECTIVE DATE OF LIEN HOLDER OF LIEN *Face value dt IBM life insuranc.e policy as ot 12/31/90: $43,000.00. 5 MlVlllla 01'_ 410 NORfH seCOND SH=leer . PO 80X 1082 . HARRISBURG. PA 17108 11111236-9418 . MX PIll 2J&281 , Defendant reserves the right to call such additional fact witnesses os may be necessary to respond to evidence submitted by Plainti II IV. EXHIBITS: The exhibilS to be produced by Delendant will consist of eopie~ of sllltements showing values of the parties' home, personal property. and motor vehicles. Copies of the parties' tax returns will also be produced. Defendant reserves the right to olfer into testimony such additional exhibits as may be necessary to respond to evidence offered by Plaintill', V. INCOME: Delendan: is employed by IBM. His gross wages for 1995 were $49,466.55 as conlirmed by a copy of his 1995 W-2 statement which is attached as Exhibit "A". Also attached hereto and marked as Exhibit "8" is a copy of his 1995 Federal Income Tax Return. See attached Exhibit "Cn, recent paystubs. for year to date income, VI. EXPENSES: See Defendant's Income and Expense statement. VII. PENSIONS: See Defendant's Inventory and Appraisement. VIII. COUNSEL FEES: To date. Defendant has expended approximately $827.00 in counsel fees and expenses, Plaintilf anticipates spending an addilional $5.000.00 in counsel fees until the litigation in this matter has been concluded. VIII. MARITAL DEBTS: Sec Defendant's Inventory and Appraisement. RPR 10 '96 10'48 FR 16M NRll PYROll-'''~l:i1:l elel? ?~':> ':>21:)1:) TU 1::4.1'1;$2':>2 .. . ".WI'" ".....,... "... 1995 -... "DI"~ T.. Ro.... n ,....~_ I'~"'''''''''''''' '''....,....-.- I;._..._tt....... I nDoW1Wl1 f ",46'.'''j 7.44U::! L....-.- ..:t..-......... I.O:".._*,I..~ I ,...........'.... U,020,SlI s,mll 1.--...._........ 1........*""""".. I I l).0I11'''' $1.0':0-'1 ,,"',!! ..,...,.....-- .........&.... 1 [I:-O'TUN^nOI'l'-L BUSINESS MACHINES CORPORATION '1701 NORTH STRUT , 1~::~=~:~.~m3 11l~1101 JJl:ISVED "^TJ:II.l!lO"f l l .~,..,__....u,.... !COUGLAS E EICHELBERGER \WS RHODA BCUL!VARD M!CHANlCSBURG, PA 170H ,,..........,.... I.........'... O.COI ...._uc;~ 0.00 0.00 fit.......,... .....". 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""_"0... fl.OJO.3I1 s.wn 1 ........._...__... .""'-........_... :U..,UI9U '~.OlO," "".JO .1'1"...,.,._..........11_ IIN'nRNATlONAl. BUSINESS MACHINES CORPORATION 11701 NORTH STREET -ENDICOTT, NY IJ76G-lSIJ I 1.""'."...-..-.....-. i 1&3...&.4.3701 .""""""...--... -;,.- ams\JJl) n..l"Dmlt I I l DOUCLAS E EICHELBERGER IllS RHODA BOUL.EVARD :MECHANICS8URG, PA 110lS I i'..........'~.,- , 1'0 c...........1 uo......'.,. I'I~"'...,'...\I DlllU3 ; 0.00 . O.OC I . "'..... ".. ! . "'.__lIe ....-, ~ 0001 0.001 0001 '1-...eo......"""..I Ill...._~.....\ o 00 0.00 000 1"..,- PA Ul<EMP SI.'O I 0.00 0.00 ............. "_... -.- .....'...... . 1"\11111I'-"1'" I 1,416.17 000 !JOll11 oce ...... ............ ,./..- X ,'I roll" ;P^ I""" IN.'O. I PM.lOO 04:5 11'11"..110..'.....11 13.076.51 O.CO II .....~. .-. I' ~o ~.. .11", II~ .. H....'IPDE:oI S3,07U8 Form W.2, W.,. .nd T.... Stal.menf 11......'_'.. OIMltrn4tl111 T,....." .,1" : COlly 2 h .. 'U." With ."'010..,....' v... I S~I., tit';' 0' I.oull"all'ltl TIU 1lI.lum 1995 ,..... ,- Wlll\fl.. 1.64\.11 , .,.".....ml. ,f!D.WlWII ,,,,,.._,,,,,,,,,,t_.. 49.*.5~ '~'_'M'''''''' U020.,. ....... _,1,__ 3.2lUS I~....,.loJ"', l1.!)&7J9~ I ..............-.... ,.."oc........__ ':.0:0,j81 "".30 ;'(/flIll4PYW'n.... "'_'WWI"ca.o. I:-lTERI'IAnONAL BUSI:olESS M.~CHINES CORPORATION 1701 NORTH STREET I ENDICOTT. NY LJ760..SSS3 .o..tI......__III.....""'.' 11lJ."'.~70a UJSS1.:D) Sl,\n::MJ:lJ' .a,..,..."....__""'.... _~I.'_ DOUG~AS E EICHELBERGER llSS RHODA 80U~EV ARD ~IECH.~N1CSBURO. PA 1 '055 ,;t-...._.......... 1...._".__' 0.00 II....... '" , 0.00 1_-'1"'_ 0.001 0.00 ,\q...,...a....__..,. 1., "-.....J\oWI. 0.00 0.00 1'1*"''''' '~""1' DllH.03 O.JO 0.00 I II <1'n.. P ^ UfoIEMP l8.40 000 0.00 ............... -- ...-.... -- -.... -.. . ] 11 JWIl...... "... ,. III iii i 1).076111 000 u__................ ~ ~~,. 1).076111 1,....1 o llO.U " ~'~I' t,..,. ,.....0 , PA Il'M'IOOO"I~ ;._"'~- lI^,\IPl>EfoI FOlm W-2, Welle IV\d T... Statem4nt 0........ ",.....,.,. M .y"IR'1 .".... ! [ l!J!~.l1J Label /Sel 1:":~tr'U:tIC~~ onpa9~ '~.) Use the IRS label. Otherwise:, pleasF,- pnn: or t)'pl;! Presidential Election Campaign Il.. (See cac.. ~ 1 J , Filing Status (S"e P3~1 ~ ~',.) Check Or'll! en" tlex Exemptions (S~e page ~ :.) II mop' th..!r ';,11 O~DfJnal:!nt::"" set: p.1a~: ~:. Income Attach Copy B or YOur Form5 W-2. W~2G, and 1099.A here. I~ 'IoU die not 9P.t .111.'.2, 5~e page .~ EnClose. but ao not at:a:::-.. ....Our oa'/me~t .']nc :.1':r:-:ent 'JOUCHn. S~e ;JJg02:;, Adjustments to Income Adjusted Gross Income , . . E , " E . E , 11#/".10 1...'....,,\11. ~-..!".h . ~:1(.~!'l01::\, i U ~~:J!1..d I v IdU?:!. !~9.r.n.~.'r8!~_R "t.ll ~!1.___"':.',:,"-':..'Wl.~ ....".. ~ ~'~' "it ','1;,' ~.l" ""Wt!'.. ~. .,.... r;' ';'111" :,:' '''','' ;"., . '", r: t~ I', :, r '" : __._.__'_~.'-:'9M'? ~_~~G 1 ~__ 'l"our MJ:1.1i ~llClJrlty nurn::Il!' ( ,- - j I .-,.... ,.. - I'~. "-- '.":' III .- _"l__~_,_,,,,,:,__._ ' ~~~~: ~':, .JCIIJIIU,cunty nLJn",t.~' ....,. "".~. ~~-.. -~~ ~'.". UR lO~-44-870S DOUGLAS E EICHELBERGER 1155 RHODA BL VD MECHANICSBURG PA S28 10 I R S For PrlvaGY Act and Paperwork Reduction Act Notice, s.... page 7. Yes I No I Noto', Cht1C.II;~:-)-:;: I I X"-i ""II! nor ::n,Jn9!;- yol<' _'...J 1,1) (_, ''''Que It 'leur I IfIlfl:nr: ----"--------~-- 17055 Dc you want S3 to go to thl:5 fund? , If 3. IOlnt return, deeo your SCOUM want S3 to go to this ful'1d? , \ .2 ~-J I r-. i"xl Ii S,nOle '-I,JtrlC!c] filing JOInt raturn (~ven If only onl! hM Income) M:!me-j tiling sepllrate r'Hum, ~r:I':' :iCC'~:3~'S 5C;:;tL security nt;, :'::0..': ,i~-C :[;1: n~rn.! "'er~. ~ ~1I!,1d of hOUG~hOld (with Qualltylng per::iM), (SC~ oage '2,) It ~nt! qUi.iIlt'.Jlng p~r.;cn i!S a chlla but not your depenaent cnw thiS cnlle:" name nerl'J, ~ ., ___... _.... _ ,. QuallNIM y/ICOWlerl witl"'. oe::lf:H"1oO;!n! cnllr: ('IP'':lr suoulie died ~ 1':: ), (See 01l0" ~2,) 60 ~ You".II. II '/Ou' oaw.: '0. ",.::-.; '"'' ,or ""'m you"" , aop.naen< er. hi' or hecla:< I ~.. " bollS rf..!l'Jrn, do not cneclo. :::::), '5..:. Bw; 0': :$wr~ 1~ Chp.,:\.. tn.: b~x cr: !II\O:: 2:.!t Jr, ~agf;:: '. J trluaCll Qn B.I .ng 6~ $pou:u;' NQ, III ~aur c Oependents: (2) fJe:w,r.~n! ~ SIl~I.l.1 I (iTGuDellQenl'S 11'-1 ~c 01 mO~!~t chUdrln an 5t (1) First name last name 3~~u1r~~t~r~~O~f<,~~ ~~rn re~h~,~~~IC 10 ~~~; I,~ ~::~r~ wnc: 3 . ~ b ( 1 -------1--" I . hVllll wllh "IOOl . didn't live wllh VOUOlJe10 ~Ivon~ 'lr sePilrallon (~oe !lllla 14) c ~ oelHlent: an 5t nOlenlerctlal!ovl__ . D Addnumbll1 OJ d. II your '''10 OInn: live wlln you bullS C:',moo "y,u: noo,,"nt UMe' , ore.1ge~ .1';'""'''''. c"ok here ~ .. or.'m' on f · Tot.o! nu;"be~ 01 .~l'''!f.lC:I~n5 cl03lmec ,".,'_ linn abOvl II> Wa;es, So.lane!:., liP:, etc. Attach Forml:~1 '/1-2 I 7 I ..1 g 4 tiL-.~ Taxabllt interest income (s~e !=lGg'c , 5). Ar..::.c:h Sr.I1o:dlJle e il C',<::r s.:OO 8a I "1 q I Tax-exem;:lt interec: lsee page ~ 5). DON'T ,nc:uaf on Ime 8.:1 ~~ "I' r~--~-:::- 1 9 I 10 I~ < 11 I j' 12 (1 13 n 14 I l~b lSb 11 I 18 : 7 Sa b 9 10 11 12 13 14 l~a lSa Divl::'~nc InC~M.~ ~~.:1~t" SC:-h~~'.;:.; S if Ovo:r 3':CC Taxable re(ur.c::;, C~P.dlts, or -:~~~!= or :;:,1te Jnc ICCJI income :af!t. 1:;'(;0:: :,~~:': ~ ,3) Alimony re~elvec ::uslnes::. Income or 110::13), AnJ.::h Scnl!OUle C or C-F..Z C3~ltal ~3:n r:1r (10:;:;1. It requir~d, 3ttach SCheC1U111 0 \~e-~ f;;)ge 1 '5) ether gain: or (lc~::'C~l, Attach Forrr, ~7'-::;-? . " , . , iot;:>,1 IRA distributions. \ 15a I ... ':":'--1------1 Tmal oen~lOn~ aM annUities 16a I -==----_J '"",,.. I I I I ('II o "1 C I () r- <:A.? . b T.:tXable amOunt IS~ paga 16) 17 b i.:lX~cle o1nlOlJr.t io:,e-l-:! ~Jg~ 16) -3 c:::.r:ci:1!I::,n::. trJs~~, ~tc, .l,r:::.':t" 2,:necwle E :;':?r,t3i r';,11 %t::llc, r':"':iltl~s :OI1'1ei,:;nlc: 18 19 20. 21 22 f= arm in..::me or 11~5$). Attach SChedUle F ...;nerrril'J',ir.1p.n: c~moen5.:.!lcn I,::"~e p.)g~ ~ :"! SOCial sll-:\;r:ty beneflt3 I 200 I b i,1);,1CI1 JmCl.lr,: i::e~ ;::Jg~ ~ 8) Other inc::me. LiGt type and amount-see page 1 a ., . . " , . . . . . . . . . Add th., amounts In the far ril1ht CClljmr, 'er lir~'l 71hrr;'F'"':'?' -\.I~ '!i/.;I_:~~ot"l i!"'~~'m~ r.. L 19 I I 20b I I 21 I I...... .do. 23<1 b 24 2~ 20 27 20 29 30 ,.,~-------,- . ,;our IF:.:', aelJuctlQll \~e~ pa'''l! 1 9) '~23li I S'~~':\.~~l ~ ~~\~"i Spou,.', IRA aeductlOn (s.e psg. 1 '1) 23b I ':;'~~ MOVing "p,ns.,. MJch Form 3903 or 3903-, ~ .- I k~\1 I'~ ~ , ~~,~ One-I'l.:llf ,':If 3~ll.':?moloyment tax, ~.: .-1 .._ .._.(':+,__ .,..:' . S~l1~~l11ployp.d health insurance deQuctlon (~ee page 21) ~ '~~l - Keogh & ,elt.employ.d SEP plan,. II SEP. oO"ok ~ 0 27! -_._-':J... ~~l P 28 ! '~I ~:..~~~'l "!nr::<.lty 011 eilrly withdr,Jw<J.1 of $,1w,;gs, . . " -"----~-----;--::---...--~..--~:-'<;~l Alimony ~3IC. RecIQIP,nt'!; ~:;N" ..2.0~-5~..211~ I 29 I .... .. ~' ~:\~~~: Add lines 23-a thrcqr;1i 20 Th~')f~ ::!(,-= 'Gur tot.ll adju5tm'mt:l .. 30 3'Nl r~b I '" , 31 Suctrac: lin!! 30 !rl'Jm iine :~, Thl:> I~ '{DtH .ldpl!iled qrC!i~ Inceme I~ ~!!~~ :r,;ln :~~ ::7~ ;nl] ~ "'IIi: 11'/ed w:\1'I 'If. I) 'I~~: th,ln:~ :2,; I! i ":hllr': 1~1,!,~'IIVi' Wllll 1':1) ." ";,::n'~(: 'r':~{'.,': :"-~,r ;:' ';:,;;..~.. 31 ------ AC:- '" corm 1040 "195 ,,\t',,- 'or; If lInl~ 32 i::. ~i':c!;;:r; (J lm.~, multiply $2.500 by the IOla! nwnber at e~lJtnpllon~ clalmt.!\J an line 6a. It line 3::! It) over $86.025, see the work5hect on P,'1Q$ 23 tor thl! amount 10 enter . Toxablo Income. Subtract line 361rom line 35. It line 36 Is mare than line 35, enler -O~ Tax~ Check II from Q.EJ Tax Tablll, b 0 Tax Rnte SCht'dule5, c OCapllal Gllln T;u Wo,..,.," ~,~" -' ~r d ri ~...-. ;-1'J'.;:::" ~I"""l:.'~ ~rc~ '-",.;.) 2Jl~ ~ ~ I ']0 AddlllCrlill tlJ."t?~. Clit;ck It Irem a 0 Form 49"10 b [j form 4972 39 Add I1n05 38 and ~~_, :____.__'~.. _____ 40 I Credit for chIld and ::lep~ndent CIDe (lXpen5es, Attach Fonn 2441 41 '~~ CredIt lor the Elderly or the dl:Hlbled. Attach Schedule R . 4:! ~~~ ;-\~'::1 : ~~~:~:r~~t~r~~Ji:, :~~aoc~;l~~~~;:~ from Q 0 Form 3800 ~JI_'____ () I .I'~ b [J rorm 639~ cD Form 8801 d 0 Form (C.pf.'Cify) __ 44 . ,~~, Add lines 41 through 44 45 I :::iUOUilC ,Ine .:.: from line: 4C. IIlin..: 45 I:;' more Ihan 11("1f} ..C. -:r,lt:r -v' .. 46 I _m~~._.~__ 47 [ Self-employment tax. Attacn SChedul~ Sf; ,,'. . _'. Altt;lrniltlv,~ minimum tax, A"llCh FOI'1T!..6251 .., , . . . .. .,... :~;,.~'.~.:.~~~~!~ '048 r- Recapture ta.xefi. Check If Irom . a 0, F~im 4255' b 0 Fcrm 8G1 , c I.J F~rm 8~~~,,:~'~~~~ ,..49 SOCial secUrity and Medicare tax on tip I~qome not r~ported 10 l!mployp.r. Anach Fonn 4.~ ~7~','":.!, ",~ rax on qlj.1Iiflf~C retlremenl plans, Including ,IRAs. If required, attach Form 5329 :~.l :~.:;:,~~~ 51 {'l AdviJncc ~arn.:(j inciJrne credit paymenl;"rdm Farm W.2 . h.. '" '. tlli~ 2 I r'. HOU5(!hOIG ':mploym1mt laxes. Attach SChCdulld H. .," } . ~ (') AI.1d IInec. 41'; lhrouoh 53. ThIs Is vour tot.,,1 t.Jx. . . '. '."' ,....".;'. ... 54 I ;:.,? 1 r . .-.----------.---'------------- ~- ---- Fedl!ralinCOmel.1x'Nilhheld.lfJnYi:;!r.o.m..~o.rm(S)10~~.,.checit lJJo 0 55 I ,"".i:~ I ~'~,%~:~i , 9!3. 5 e:;llmntt:G t.1x Oil. 'fm~nt:;..and amount 3PPlled. . from 1994 return. 56 !! I '~'\! Earned income credit Annen ScneeulfJ .E~S,!f YOU_bflY.El.3_q\Jallr/j~g I ~~ child. Nont.1Xa.t!F1.e~,!,ed i~c~~~_~~~~~ .~l _" ___ I _J ""'\1 n ~':. ,.'and tYP!3 .... ...."..........,....... ,. ,.; ~~-_~.___.-;"\ t ~,-' 58 Amr.:urt ;::.1td '1.":1". F~11T' ,\:::ea (oX:c.:~~I.::.n l'E:t..l~j1::stl. . . . Im",S ...._____ I ~'$~' 59 f.(CF:'~5 ~OClo'.ll 5ecurl~/ 3nd PATA lax w!thhu\d (see ~aclc 3~) ~~_LI~J--{?:J~ j 60 Ctt1Npll!t~i~I.,l:;.Cr.eckl'lrom nDFQrm~4.39 b~F(~r:TL.tl:1~ 160 i (~I ~~~:>J 61 A~, 55 through 130, Thp'~je an.. your total pa'tments .. 61 If line 61 is merit tnM line 54, sublf3ct lin~'5.i:rrO.-~~li~e 61. This '5 :he arr.cunt 'fO(J OVERPAID. ,';: .'~~ 62 Amount of line 62 yeu w,nt REFUN'oi(ili'o "YOU. . ... . <".:::; 83 Amount of line ,2 IOU ..,nl APPLIED TO YOUR 1m ESTIMATED UX" I...~_..'.___._.__.~ ",-,< ~,~,:~ If lin~ 54 is more than line ti 1, subtro.ct line 61 from line :.~. Thl3 i~ Ihl'} AMOUNT YOU OWE. ' ",~ For det:3ils on how to pay and lIse. Form ,1040--V, Payment Voucher, s.}c page 33 . ...... 65 68 Estimated lax Pl!n.11"'1'~'I::e paqj} 331.1 Alr.Q.rlnr:;")'~f} nn IIntJ ~s I 66 I' _d_ .-... ~~~"A~~",,'~ ,~,~~~ , Under penwth,'S 01 C~rjlJry, 1 dfl';laro IMt I h,wl! Qllaf~'lInl.~ thl!S rflllJn\ .1t1d .1CCCrtl~an'f~ y.r.ItQ(JII!~ uno stn!emanl", i\nd to the t::.lHl1 of nlY KnOWltedlJII and b11ller, !hp.y Mil trull. c~n",:~, JM ':(~rrt!:lllt!, Cl!(:ln.r~:t.I.~.::.I_p.r~~1~.~~!O~t-~ !h;~~ !n.l.j:::l'ffll1 tr. Cf1!ied on alllnlorrnot\2~2~h ?l'~rff' hQ:\ any knoINh'dg.. ~ y',."....'qno''''''^; . (-'" Q n ~ I C",,, . . .1 YO''' ""upatlOn ~;-;~e,',,;~'~:- -tJ.-(J...~l>~cJ,.F..~u.J>!-_c::~__~3. [: ;._1'2!i~.__r1A~JT[ ~iA ~I( f~_____.____._ ~ Sc, ""., ''''>'j'''"' " , 'C<,' "If"," e'JTH m"" ''''In. : ~ '., is''''''''' .; "'''''"''';n FOlrrt UNO i1UUbl Tax Compu- tation lSlte page 23.1 It you want IhlllRS to fiqurp. vrJur 1<\",. ;;,.'- page 3:; Credits ~'~e t:o"]~V' ""1 Other Taxes (Seij page :25.) Payments Attach Farms W'2, W.2G. ,'lnO .CJQ'J.R un 1/,",0 !ren!. Refund or 62 Amount 6.3 You Owe 64 66 Sign Here ::r /,~\.r '1(;on~'; Paid Preparer's Use Only 32 33. Amount from lin.~ 3 (IltJJUtjlcd gro:;::, Income) . Check If: 0 You wert! G5 or oldE)r, 0 Blind; 0 SpOUSQ W(l:) 1;5 or okh:r, Aud th~ number 01 bm.c!) cheCked abo....e and enter the Iota! here. b If your pore!"t (or r,cr"'f.~n,' 'lltl!]} can claim you D3 a dP.~('r:Cf2nt, -:hr!Ck tlere o Blind. ..33a .. 33b o c If YO'J ure milrned filin9 ~'!pnrat!Jly Ilnd your SPOU51l ilcml~es deducllOl11S or 0 you arc 3. dual-slaIU:i JIi~:n, :lee page 23 and check ht.'tc. .. 33c \ Itomlzed deductlon$ from Schedule A. line 28, OR I . 34 Enter Stnndord dedueUen shown. b(!low 'or your filing SIQtu~. But It you Checked thQ any box on IIno 33i3 or b, gl) to pogo 23 to nnd your standnrd dQductlon. largor If yell chl!Ckl1d bOll: 33r., your sl:,lndard deductIOn il:. zp.ro. ~~ur: ' · SlnU1o---S3,900 'MCUTI~d flUng jointly or Quatlfy:ng WldOW(er}-$G,550. ~ ~ · ~it.':ld af h0U5I1hold.-$S,760 . Mamed tlIIng ~epl1rately-$3,:!75 Subtract IIn.! 34 frrm tln(~ 32 . . . . 36 36 37 .38 ..39 .0 41 42 46 46 47 .46 49 50 61 52 53 54 65 66 57 "".""", Il. '."r;I'.\t",'t ., '.!:'! r:h~k'r ".~I!, ';'~ r.I' )'. .:'.: --~._..,-_..-.. _. --.--.-.------.-.-..- .. I'r'~ .ll~, '~I ".Ld', ~ ! .,:1 '''''1.1.>..'.,:: .lI'i~ Y' Pugll :'>. 132 I ~'i IU-- _..~._---- >~<~' ..~~. ~~l ~\~l ~I~" ~ ~.~"". '~. " ~,,'S; ~~ 34 38 s ~5n 3VI(.. 25nn ') I r-. 38 37 ( '1' (, i ~ , (', t; ~) ," I C I> ., , ~ i. ~ ., .--1 ( 4 r. Ir I; I ::.'( 0.\ _1 ~ ~-. C - Pr"r.Hlntr"; 1(,1';1111 'i'~.lJrlr, no " I ~ ~ _A STATEMENT OF EARNINGS AND DEDUCTIONS INTE~ATIONAL .USINESS HACHINES COR'ORATION 12-H09-...-177 DE UCHUBUGU 'UIOU'IIIII.II'l.. .",,"11.... 'D~ 'AVROlL RILATIO INQUIRIES CONTACT CUSTOHER SERVICE, 128044 H TS 1I11~ I'"~ TIE-LINE 152-1500 05/51/94 I 2.571,~1 "'110II..'1lt .:!!J OR 1-100-454-S200 - '~~ 41...,9.97 """, r "''''1= '_111111I =t...III.....'..lIUIIDII12IM1t. 4 529.97 C_UUINl AOlIItlIlUL CWlMUltllll tI~.. 00-004-497 leU ~ 101II -.- u., "IDIT IIIlOll ;c lJIllll.nr""~&lll I... 1111.1- 224.50 , "" "1Itl.1 1"1 t'.' "1I.1I1.1.....~K.I.OO'~ tUM' ell'. ....,....... 'L 11'11.11 IIl.r.. "'L .''''0 'OCIAL A(\III".. u/e 1. 34 OJ... ,.,"" 224.50 UROII PRI'IIQUIl,V OIOIJCTII)N\ ,....x OAr... TA.lCU V(AA.ro'OAlt , IIU. 1~~1'" -1.-1.- 45.30 eTn 1.204.97 --- HI' 344.55 raUlL IIC. tal ,,, IIr... ....1- 11I4l. 1 ~1~2J ..~~ U III " II., II .... PLEASE SAVE THIS STATEMENT STATEMENT OF EARNINGS AND DEDUCTIONS INTERNATIONAL BUSINESS HACHIN!S CORPORATleN 12 - HO 9-... - 344- 1 DE E1CHUIERGER '''I1lI.~DUIIIIllIIOll I~"" It'" 'e~ 'AY~OLL ~!LATED INQUI~IES ceNT ACT CUSTCHER SERVICE, 17.8044 EFTS IlIl1lU. ".. TIE-LINE 852-8500 04/30". r 52..S21 ,..IOOIIlllIM OR 1-800-454-3200 ..,,,, r 'Al."~~ ''''IUI''' =t""""""""''''] I "..... 1..27.50 751.50 2.50 CGIlllIUlal lllUlrlOllM. "..,......11011 Ol~'. 00-007-532 427.73 '"U ::-r- IGlIll --r- III'ICI UlDIf llIlOll :c II. [1I''''IM.t .r-&lIl. 111I. "'IIU' 118,9. 275.00' 595.00 n.. .'llllU ,~... "IfCll.II Il'l.ll...r-I.LLoc.aao'L Ull1' (I". UI.'.M~llC allO'l 1I'1Il11 111""'. IoOll'L 11'11I.11 lOCI&\. SlCUIlllllCl. U/e Pi SOl 00 HAH'D n 00 HOl 183-44-8708 lui/2 If~, 64 ~1,.'2 3b8. 61 lG,,~?3i.4,~. a.5ft IIISC, 637.'S 227.83 3~9'~S.38 1,HZ,6:! '2~~e1.'2Y " . z '~n 21i !1.50 GROn 427.73 P'UVIOUSLY 111&1. 981. 9. OEDUCTIONS 1,6.)1 OAf... II'... .31.29 TAlliS '~ 1I~"un 21 3 ,h VIAR.l0.0An .. " Dlfun na SUIlIlU, o 1)1I1 IIU. o ~. n 2: 0 S45,50 PLEASE SAVE THIS STATEMENT STATEMENT OF EARNINGS AND DEDUCTIONS INTERNATIONAL BUSINESS HAC NINES CeR'ORATION 12- H 0 9-... - 344 - 1 DE UCN!LIUGER 'n'Gl.~ 'UIIIIU'ICMl i.....nlll&... 'O~ 'AVROLL ~ELATEO INQYIRIE5 CONTACT CUSTOHE~ SERVIC!. 828044 EFTS 05/15/9. 1151.4lt~~ Inut. n" '11100 UIllIIll TIE-LINE 152-8500 OR 1-800-45.-3200 C S&l....,~ t.OIIIU1DII =talJGUllJIlIol.CGlWUfaIIOllElll1.. 1.705.50 84.22 172..9 'OUlnlDII .D~IIIOlW. ,Q.'IlSIIIOII . 11I1U. Z 00-007-331 47.93 170.19 IIIU ~ IOtlII --r- IIIKI (111I11 UllIlllI r- 111I111'11'"..',-.... tllS. Qrltl... 89,49 275,00 75..92 '''' 11'''11 ,," 1l'1lCll.1I r.ll.II....I.M.~llC-&OO'L IIUII' CII'. UI""'.MLK llO'L 11'11I.0 III"". a.IlI'L lI'IIlII iGCU~ "'YOUI It. ule Pi SOl 00 HAH'D 01 00 HOl 113-44-8708 .59 '4195 10.102 249.94 14..34 "'N. IIN.. - fl.l 11r, '1[. 1OC1~ SIC. ru 'J'.!ilI~."'O'S '.n .92.90 247.45 4.2U.52 1.8SI.9. '~74'''' '''oItL 119.2.41 .", 218.12 ,...L 1,121..1 .. '''.&1. 471.'4 2iU~'1I 1M" YIAN.fo-OAfI: ~.. II III uell " III 11.11 lIb ......... .... 17 .4'.50 PLEASE SAVE THIS STATEMENT / ASSETS OF PARTIES Defendant marks on the list below those items applicable to the case at bar and itemizes the assets on the following pages, Ifan item has been appraised, a copy ofthe appraisal report is auached. ( X) I. Real property ( X) 2. Motor vehicles (X) 3, Stocks, bonds, securities and options ( ) 4. CertHicates of deposit ( X) S. Checking accounts, cash ( X) 6. Savings accounts, money market and savings certificates ( ) 7. Contents of sale deposit boxes ( ) 8. Trusts ( ) 9. Life insurance policies (indicate face value, cash surrender value and current beneliciaries, ( ) 10. Annuities ( ) II. Inheritances ( ) 12. Patents, copyrights, inventions, royalties ( ) 13. Personal property outside the home , ( ) 14. Business (list all owners, including percentage of ownership and otlicer/director positions held by a party with company.. ( ) IS. Employment termination bene tits - severance pay. workman's compensation claim/award ( ) 16, Protit sharing plans ( ) 17. Pension plans (indicate employee contribution and date plan vests) ( X) 18. Retirement plans. Individual Retirement Accounts ( ) 19, Disability payments ( ) 20, Litigation claims (matured and unmatured) ( ) 21. MilitarylV.A. benefits ( ) 22. Education bene tits ( ) 23, Debts you owe (and/or your wife or husband). including loans, mortgages held. etc. (X) 24, Household furnishings and personalty (include as a total category and attach an itemized list if distribution of such assets is in dispute ( ) 2S. Other , " .. . MARITAL PROPERTY 2. MOTOR VEHICLES ITEM DESCRIPTION: 1990 Ford Truck FI50 (Supercab 8' 140,000 miles) OWNERSHIP: Husband POSSESSOR: Husband DATE ACQUIRED: Approximat.ely 1990 COST/ACQUISITION VALUE: $19,000,00 DATE OF SEPARATION VALUE: Unknown PRESENT VALUE: $4,950,00 See NADA Official Used CarOuide See attached NAME AND ADDRESS OF ANY LIEN HOLDER: None EFFECTIVE DATE OF LIEN: NATURE OF LIEN: , ' PRESENT AMOUNT OF LIEN: 'I; I , ,: .~:l I"IL 11,1\ '~~ 'J . : I ~~l~I;(~:'r .' Ii ,i ,) .,(II'I'#) .~," , , \' \ ~ tI' ",~' \.11 t .....":';.....1''''''''..'...... .'., '. X,I:Jl"[:i\i '., :'~l~ji<l"~ ii.', . ,", ~1" '<,J. . . ,\... 0"\ ,:,- " l', 'Jl' ~ ' .It . . '..:., "",i,,'''. . , 1 ,'''I''''-III'J' ,,' ~ I , .';-1 ':':;';..~:\.,t/;~"~:~,..'."',,.. , -'1""')""1,, .,', ." t ~ 11,."_,,'" HIGH MILIAGI TAILI 1AlUnWtOWllIIl.OW fUll OID\KTlO '.OMGlJIOIIOOI V.tlIJI 1_ UIIoCOMPAU ANIl (OM'4tl UU ANI) WMPlll JlltU\\ 11- ~NNWI:I'~:rZ\~1 \~\~ll~W)N4l lUlU" CU\ 11I- \UNDUl) \lll UIl\ 4NII nlluu IV- ~IJlllilU UIl\ ,", , !' ;~ ,'I: .;' *;,1"1 " ".1'.1'.1 ,. 0'. "r :i \,11 'i"I~11 ,,, I>IlOIlO 11(1)(11 ,,, IIbOOO l\hO) 1 '" /lllJO\J li)()() 1 '" Iblll)l) H,I)I) 1 ,,, ~()llI)ll 61))1)1 '" ~j()( )()() OmOl ", 11)1)000 10l1l)() 1 '" 11!}i)(X) 11500' I '" II "??oo "' I JOIlO 1 ,,, 'lil)oc)(jl " ,', ,', . .,...... ",:1': i:: . ~;i .. ,! . ~ ;;', I i II . . I ,I,. . '" ;., 1tO"_OIOUCflON'OllItIG"NllUGI~LOIlOT UCllOIt\DflnAOI,INVALUI JUIIII... V \j I / 1. A8su~ptiona Used in Thi~ E5tima~e Date of Separ^tlon Joint Annuitant(SpouS9) nat~ of Dlcth Joint Annuitant percentnqe Continuation Will PRP ae Paid a8 an Immediate Lump-Sum Future Average Annual Salary rncrea.. TDSP tmployee Contrlbut~on Percentage TD5P Assumed Rate of Return Fe~centage 2. Employee Data Used in This Estimate Basic Employee Data Name........... ...,...., " Serial Number. . . . . . . . . .... Date of Birth.. , . . . . . . . . , . Service Reference Oste,... Pens ion Reference Date.... Vesting Referenc~ Date.... PRP Balance on 12/31/1994. Cur:r:ent Monthly Sabcy ... TDSP Account Balance ..... TDSP YTD Contribution .... Age as ot 01/01/1996 . .... Service as of OJ/011l996 Eichelberger 828044 09/11/1954 0-1101/1977 04/0111977 04/01/1977 4,979.00 3,25~.OO . 16,9S2.e.2 · 8.16.59 · 41 Yrs 3 Mths 18 Vrs 9 Mths · As of 04/01/1996 01/01/1996 N/A N/A It.'I 0.00' 0.00\ 0.00' Retic~ment Earnings History 1984: 191!l5: 19961 1997: 1988 I 1989, 1990: 1991r 1992, 1993: 1991, 199~: 1996: $27,632.9J 30,053.1~ 35,593.18 34,553.00 36,907.91 42,474.50 50.446.56 48.793.17 49,319.30 48,276.28 4S,615.48 51,078.19 17.075.97 · Note, the calcu1st.On3 of your Qsti~ated IBM retirement benefits are based on the inform~tlon you provided and on the data that IBM has in its perlonnel and payroll recordl. Thol. records may cont~in errors that could affect the calculation ot your estimated benefit amounts, therefore, any of the amounts shown are subject to change as a ra~ult of correctionl made to the data, This estimate 4hlllmes that. you will ::ontlnua employment with ISM until the separation dat~ ~elected. No variable payor COmmissions are included in any tuture eernings projection. IBM provides this information all a conv.nlene~. The pnparaeion and furnisi11nll of this retirement aStimate 1s nct deamed 1\ gUllrllntfle of benel'.i t. or of continued employment tor any l>F1riod. tt is simply an estlml'lte of possible retirement bFlnefite Snd does not ~reatn any legal rights. The terms of the Plan qovern your rlghts. Your "l~t1l41 Mlllry Axpel'ience 411(1 service history will detQrmine yo~r actual retirement benefits. We urq~ you to review all of the data in this estimate and eo p"y particul",r ilttent.1on to the annual retirement earninqa hiltory. Any dlscrepanciell should be brouqht to the ft~tention ot Ret~rement/TrAnsition Services ot 1-800-796-9~76. pagft 2 IEU.H) 3. Monthly Retirement Benefit Payable Sinq10 Life Oniy Option At benef!t commencement you will receive the greater Ofl I! Payment Boi1n Date is ~> Age 1. New Retirement Plan '~rmulQ ~. Current Formula a. Core !lenet 1 t b. PRP as an Annulty c. Total Cl:rrent. Formula IBM Retirem~nt BHnetie PRP Adjustmant · 01/0l/1H6 10/01/21)09 10/0112019 4ly 3m !l5y Om 65y Om 108.028 243.60 351.75 105.85 726.41 1,0:37.73 .. 28.70 + 74 .21 .. 146. OJ - - -- - .....- -.. ........ -------..-..-- -....--------- 134.55 BOO.62 1,183.76 134.55 800.62 1,193,16 29.70 74.21 146.03 ..--..--------- --------.......- ------- - ----.- 105.85 nS.41 1,037.73 Monl:hly Benefit. · Since you reques~ed your estimated PRP bala~ce of 5,178.16 ft3 ft 5in91~ lump slim amt'unt on 01/01/1996, your total lncom\l "'Hl be adjusted. TalC Oeterre".l Savings Plan EBtlmated Account Balance on 01/01/1996 16,992.52 Joint and SlIrvivor Regular Option If Payment i.gin Dat~ is -> 01/01/1996 10/01/2009 10/01/2019 IBM Retirement Benefit to Employee N/A NIA NIA IBM Benet! t to Joint Anr.ultant N/A NIl. NIA Joint and Su,rvi\'or Restoro Option If l'lIyment a.gin Date ls -> 01/011'.996 10/0112009 10/Cl12019 IBM Retirement Benefit to Employee N/A MIA H/A 111M Bvnet1 t to Joint Annuitant N/A N/A "/A I'ac;;e 3 (i;96.21l or dwell with him or her by any legal or other proceedings. The foregoing provisions shall not be taken to be an admission on the part of either HUSB}\.ND or WIn: of the lawfulness or unlawfulness of the causes leading to their living apart. 2. INTERFERENCE.: Each party shall be free from interference, authority, and contact by the other, as fully as if he or she were single and unmarried, except as may be necessary to carry out the provisions of this Agreement. Neither party shall molest the other or attempt to endeavor to molest the other, nor compel the other to cohabit with the other, or in any way harass or malign the other, nor in any way interfere with the peaceful existence, separate and apart from the other, and each cf the partIes h()n~to completely unclersLancb and "qn:cs that tl"i.thc2r shall do ca' 'lilY anythinqto the children of the parties at anytIme which might in any way influence the chlldren adversely against the other party, it being the intention of both parties to minimize the effect of any Sllch sepaultion upon the chi.ldren. 3. bQBE~N'LN..Q.T_^ BAtL TO_J1kY.9J~CP:---.i'~JL+..Nq$: :h is 1\'!C(!I'~IlI('I\L ;:;lld! I Ij,')tl,,~ (":)n~-i.i.(l(~rc:d t, II!:C 'I ; hrl.... thf: ~ :_qht. ()l: . ] . proper~y of the parties arc dccepted by each party as a final settlement for all purposes whatsoever, as contemplated by the Pennsyl vania Di vorce Code. Should a decree, judgment or order of divorce be obtained by either of the parties in this or any other state, country or jurisdiction, each of the parties hereby consents and agrees that this Agreement and all of its covenants shall not be affected in any way by such separation or divorce; and that nothing in any such decree, judgment, order or further modification or revision thereof shall alter, amend or vary any term of this Agreement, whether or not either or both of the parties shall remarry. It if; the specific intent of the partier, to [wrrnit thisll<;lreement to survive any jUdgment and to be forever binding and co~clusive upon t:.he parties. 5.. INCORPQAATI~_rN DIVORCE DECREE: It is fUrther agreed, covenanted and stipulated that thi.s Agreement, or the es"ential partf, hElreof, [,;'''111 be incorporal"d in any decree hereinafter enteted by ilny court of c(lmpet<ltlt -juriwl.i.c:tion in any dLvClrCf.: pl'Ch:f~f,1(.Ii.nCJ:; thilt hr"lVC: b(~cn or nla'y b(~ in:3tit.utt~d by t.he P"ltt i,I;:; [(;1' tnl\ purp()~i(~' oj' (:,:JI(O!'C.JI1I,J l'.ij(' COlltrC1ctllal Cibl.igat.ion~ !:.L thf_~ pdt t:\.I,:". Thl~-i l\qrt'l'lll(\t"l.L ~-}llfl L lIlliI-. l'),-. 11lC:t"qcd i.!\ any such - 5 - , , all purposes whatsonver, of and from any nnd all rights, title and interest, or Claims in or ngninst the property (including income and gain from property hereafter accruing) of the other or agaInst the estnte of such other, of whatever nature and wheresoever situated, which hD or she now has or nL any time hereafter may have against the other, the estate of such other or any part thereof, whDther arising out of any former acts, contracts, engagements or liabilIties of such other or by way of dower or curtesy, or claims in the nature of dower or curtesy or widow's or widower's right:;, family exemption or similar allowance, or under the intestate laws, or the rIght to take against the spou~e's will, or the right to treat n lifetime cO!lveyance by the other a:; a testamentary (Ji ft, or a~l other r.i.~Jhts of a survivinq spO\lse to pdrtJc,j,pi)t.f:.: iri d decGased spouse' [; estatE', whDthGr ar.! sinq unclf.'r the laws c'f (a) Pennsylvania, (b)auy Citate, Commonwealth "r terri:ory of the Uni.ted ~;tates, or (c) any country or arlY dqht:-; which eIther 'party rnay have or ilt auy time h8reaftnr ~;hill1. hav,' for pdS~, present or f.lltUrcl ~i\lpp()rl' or lIliii.nt'lniJncr"/ alimnny, i1Llrnony pC'nc['cnto lite, C()\Hl:';E~l fe(~::!, divit;'i:un (11" pr()p(~rt'.'/, cost:.l or p:-;per!;.:if.,;~, whether nl'i:;.i.nq i1:; " !' :illlt of tile> """ii,,] '.,.;\atLlln:,c,ip ',)1' ~;ler"li:'3C, 1.~>:('{)pL, illl (i,:lll-~; ,1I1'.1 ,v}[PQm(:)lt~: r:!i"I'ohl.l.Uil1.1(>11:-j ,,':: ','Jha,tsoever .7. nature arising or whi.ch may arise under. thlr; Agreement: or for the breach of any provisions thereof. It is thr.' i.ntention of llUSBAND and WIf'E to qive each other by Uw execut ion of this Aqreement a full, complete and general. Hllease with respect to any and all proporty of any kind or nature, real, personal or mixed, which the other now owns or may hereafter acquire, except and only except all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any provision thereof. It is further agreed that this Agreement shall be and cunstitute a full and final resolution of any and all claims which each of the parties may have against the other for equitable division of properly, ulimony, counsel fees and expenses, al imony pendente li. te or any other claims pursuant to the P(mnsylvaniil Dlvurcu Code or tlw divorce la','lc of any other jurisdiction. 9. ADVICE OF COUNSEL: The provisions of th:s Agreement ilnd its legal effect have been fully '.,xplainr.,d to t~.'" parties by I.neir respectlvc counsel: MARIA P. COGNETTI, Esquire, tor HUSBAND ",:"td JOHN J. CONNELLY, JR., Esquire I,,)" V:I[.I<. flU:jPc':::, ilfld \'IIFE ,_~}:n'.)vJl (l'dol' 1,1:,\1 t ll~:' j\v,.1rl"I~I:i(!111. 1; [l,)t t i,l ri.'~:'\.~J t ; Illldlli;.! Lll(lLI!("lll'l' ,l!l,l !./jdL l' I:; L'll Ih. ~('::1l1L ( rHl'j duress in'l collusion - X - 11. WARRANTY AS TO FU.TURE OBLIGATIONS: HUSBAND and WIFE: covenant, warrant, represent and agree that with the exception of obligations set forth in this Aqreement, lwither of them shall. hereafter incur Ilny liilbility whiltsoever for which the estate of the other milY be liable. E:ach party shall indemnify and hold harmless the other party for and against any and all debts, charges and liabilities incurred by the other after the execution date of this Agreement, except as may be otherwise specifically provided for by the terms of this Agreement. 12. PERSONAL PROPEBll: The parties have diVlded between them, to their mutual sati~filction, the personal effects. household furniture and furnishinqs, ilnd ill I other artIcles of personal prop/.nLy ~Ihich fl<1Ve herctofon~ ho:,en u:icd bj thr:% in common, and neither pillty ~ILll milke any CJ.ill,,, to any ,;uch it!lms which are now in the pO:lse:;sion or uncl(~r the control of the o t he r . Shollld it: bocorne rH)CPSnary, the pdrt.Lf.H5 E!i.lch dqrt_!(~ to siqn any titJ(~:; or docum/'nl:,: nr.,ee::liary Lo "Iv(: effo:"::L to thIs pilrilqraph upon reqll<:st. By thCHll prf;:'i(~tlt:';, (:~(l('h !)f, Ul(~ pilrr_l.r'<: hpr~-\:<,,'.... ,-;~)('(:if.i.::;ll..Ly l,'lli.',,'I,I.',i, rl~I(~"I:';P:i, I'f!l\rll.1l'lr.'f.'::; ,111,1 !()[ll'l()!: 'It '-II, :,)Il~i v,'~,,~:"vqr'r cl ,'I 1111.':; I , ' ~ :;rH-' !lid'.,! llil'Jfl \:i l' h r f.';;r'}f' 't ,:11; '/ r ,',)' :; " I I P r' ~ .-;: ~ '/ yJll L i . i IU' . 10- complete, WIn: hnreby covenants and ngrees to assume and pay in fuli the remaining balance of the first and second mortgages now existing and presently constituting liens upon and encumbering the same premises, such mortgages being ownd and payable to First Federal ~nd further covenants and agrees that she will indemnify and save HUSBAND harmless from any and all liabiLity, expense, cost, or loss whatsoever as a result of her non-payment of or non-performance of said mortgage and said mortgage conditions. 14. BANK ACCOUNTS: HUSBAND and WIFE acknowl.edge that they each possess certain bank accounts and the like in their respective names. They hereby agree that each shal.l become soie owner of their respective accounts and they each hereby waive any interest in, or claim to, any funds held by the other in suc~ accounts. Specifically, HUSBAND tihall retain the IBt1 Credit Union accounts whi~h existed at Lhe date of separation. 15. ~Y.llK1.SJOND.s: Thr' parUe.; aqree that olny bonds held ci.Llwr i.1l the Ilame of I{IJ:;UANI.I iI]nllo.or I'ITI''!': alone, f:rE~sently in ~^J [Fr<' :"'. P'-)~'i:::i(!,c.:;:;; l.nf), ~:ih,11. I hr:('(l!W_l t.he1 :.'iO.lc dnd ()xc] U:;: ""f..: propecty .,1 Iii" v;~H: \\P11l1j,<> <>111r'/''1 <I [11\<11 li",,:r,.,'! In Ill,,,,,,:,,,. HUSBAND - 12 - further agrees that he shall have no further claim or interest in the aforementioned bonds and agrees that he will not assert any such claim in the future. 16. ~SIONS. ANNUITIE~ AND/OR RETIRE~NT BE~~: WIFE agrees that any monies vlhich HUSBAND has acquired through his interests in either pensions, profit sharing, savings and trust plans, annuiticB and/or retirement benefits through his present or past employers shall remain his sole and exclusive property. WIn: hereby covenants and agrees that she will execute any spousal waivers that may be required under the Pension Reform Act of 1974, the Hctirement r.:quity Act of 1984, or any similar Federal or stat." E'ti}t\Jt(~ that is r.ow in effect or mi:'y be enacted. Nothing h(~roin ,;hall be dOI'med to waive WIn;' f; :Joci,d Security r iqhts. This parMjri>ph if; Intended to surn;titute for any olther statement, prepare~ form, or document which might be required by any plan, fund, trust, admtniE;traLor, trustE'e, or similar entity or ~l€'rson, ";0 thilt flUC1BI\ND' may receive si,i.cl benefits as if the r>artioH were rleVer M~rrl('(i. l7, Wl>IVEl't9f,_BJgH1'.$...IDl..I;lg;B__.~_RISh: ViI 1;-;' he',... i)'/ consents II') HU~:;J)V'Jlr\'.'; I ].(\(:t' j,' t,-, 1'/'.lVt-, It qll.:ll Lril"'.l 1()Lr~'.. :: .::','ivor. <:1.nnui'ty - l~ . form of benefit and a q~alified pre-retirement survivor annuity form of benefit under any plan ofdcferred compensation to which section 401 (a) (11) (BI of the Internal Revenue Code cf 1986 (The Code) and/or Section 205(b) (1) of the Employee Retirement Income Security Act of 1974 (r:RISA) shall apply in which HUSBAND currently or hereafter may be deemed a vested participant within the meaning of Section 417 (f) (1) 0 f the Code and Section 205(h) (1) of EIUSA. WIFE further consents to HUSBJI.I:!J's current and future designation of any alternative form of benefit and of beneficiaries other than WIFE under any of such pla~(s) and to any revocation and/or modification of s~ch designat:on(s) including any of such plans referred to in Section. 401 (a) (111 (B) (iJ.i) of the Code at Section ?O:J(bl (li '::) of ERISA. . wrn: hereby tlJrther iJqrees to execute any iJrJd all c:.::uments or forms vlhieh 'I hid 1 be required, at any time, ilnd fre:' time to time, by any or alL such plans, includinCj but not l.::nited to, any consents requit'cd by Section 417 (a) (2) of th(! Code '.!: Section ?O!'J(c) (~)I of f:f\J.SA to effect Uw payment of benefH.cc in this miH\ner. WIJ'!': hc,n~by ilckno,i! ,'d'lc's that she' undE'rsti.:. .J3 the effect (If IiU~jl~Ji.f'J!"lI~l (~.lpcLi(.in:i;JIIII :..he cont}cnt~j UH;r.(:~t(1. t"-~;'E ("ur.th(~r (,('kIV,\'JI.(.,I(J('~: \ h,lt. ~~;;,'. ':~'.(lr';: r.ilnd:,j thdt., rlb::i( nt.. thll -'ll~jr::nL t,'(llll'lLnr.1d ll1 \,\li:--; ~I'l:,d':~ If:!" :;!l(! vlU\lld hr1\jl Lhl:! tl.l::," Lt.) .l.i:lt\lt: - 14 . her consent to the des igna Uon by HUSBAND 0 f iJ NfH,d fic beneficiary or a spodf.ic form of hennfHs, ilnd WI:'r: hereby voluntarily elects to relinquish bothnuch rights. lB. LIFE INSURANCE: WIFE is cognIzant of :he fact that HUSBAND has maintilined and pilid pt'(lmi.umtl on il life insurance poLicy. WIFE hereby expressly n)linqlli.shes, waives and renounces any and all propriet.ary, stat.utory, distributional, and beneficiary rights and options to the aforesilid i~~urance policy. WIn: herewith aqrees and warrants that. HUSBAND haE full and complete discretion t.o chang'1 the det'iqnated beneL ciarien on the aforesaid policy and to exercise any and all addit:onal rights he may have as owner of the poiicy. 19. MQ.TOR VE...!:!K~: . With respect. to the r.t.or vElhicles. owned by onEl or both of the, parLie,';, they agree ilE [o1.1Q',-Is: (a) The 1 9 'H) Ford F-'I~)O Truck ,;hal.! be aLl remain the sole and exclusive prope.r.ty of IlUC;nAND. Trlfc t i. tit, t.o tho '.;i1 i d I1lol':<.'Jr v<'iLi.ci e :'th,] 11 i. r,'x('cutec;' by t.h(!, patt.ic~~:, 1.[ apprupri.nl't"\ 1<!) ,jff(.\,'-'tjnq t"t,Hl!jf(." I::; tH:rpin' f,;t"ovldc'd, ':n 11)(' delle (It (~;':(\('llLi_(.)n' (,I' ell!:' r,ilrt;'(llf" '!'llit! ,Sa id ('.~;".t~(:IIL(~(1 t. j,t,!.(, :irl,.l] j, til' "!I-,j,ivl'r('fl t(J ll!l:;l~l\r'lll Jrl I ~ (il_:~~ r ir)tlt.ion .. 1:1.. her election, to suo for damages for Buch breach or Deok Buch other remedieD or relief 89 may be available to him or her, and the party brea~hing thls contract shall be responsible for payment of re~sonable legal fees and costs incurred by the other in enforcing their rights under this Agreement. 29. WAIVER OF CLAIMS: Except as herein otherwise pnJvidod, each party may dispolw of hi.t; or her proper ty in any way, ilnd ellc:h pinty hen!hy WaiVl!S and rel.lnquishe:J ilny and all rights he or she shall no\, have or h,)rc,1fter acquire, undor the present and future laws of itl1Y jllrlsdicLi.cJIl, to share in t.he property or the Q[;tate of th'l othc,r ill; il r():,lIlt of the mar.J.tal relatJonship, incl.lIdinq Wit.lwllt limit."Uon, dower, cllrt."sy, statutory, allowance, v/,iduw' :.1 dl.l()....'t.Hl(:(l,wjd{)w(~r' ~3 ill. LOVJi:tnco, rl{Jhl. t.o takEl i.n I.ntm.t.ilC:Y, riqhl. to tilk" aqainst the \'Jill of the ot:her, and the right to ilCI. as ildl1lini:;tu.tor or exC'cutor of. the oLher's estate. Each party ~Ii.ll, al. I.h('.r(''lllont o[ the OUl(lr, exccuLD, ackn()w.l(~dCJ(~ 'and del iV('t. an'J' (jnd illl innt.rumc~nt:'j which rrlrJ'! bp necc::i:'.jdry t)r- i1c1vi~Ii]l>ll~ 1.:") carry i.nt:n l~[fp('t rhi.!" mutual \','.;Lvror and t(,litlq\li,:ibfi\I.lnt. \}f riLl :iU'-:1 illt,,"r,(,':it.:', r j,'Jht::; dl1d '! "~I llLn . - .~(I . 30. ENTIRE AGREEMENT: This Agreement contai.ns the entirQ understand inq 0 f th() par tJes and the.re are no representa t ions, warranties, covenants or undertakings other than those expressly set forth herein. 31. FINANCIAL DISCLOSURE: The parties confirm that. they have relied on the completeness and substantial accuracy of the fInancial disclosure of thC' other as an inducement to the execution of this Agreement. The parties acknowledge that there has been no formal discovery conducted in their pending divorce action. Notwithstanding the foregoing, the rights of either party to PUl:SUE' a claim for equitilbJe distribution, pursuant to the Pennsylvania Divorce Code, of any Interest owned by the other party in iln a~iS,)t of ilny nat.ure at. any tim" prior to the elate of execution 01 this Agreel1lont thaI. was not disclosed to the other party or his or her coUnsel prior to the date of. the within Agreement is expressly reserved. In the event that either party, at [Iny time hE'n'after, dir,cQvers 'illCh iHl Ilfldisclosed aSI;et, the party sl.lall. hdV" tho ri'jl.lt t.o pc.tition th" C>lurl of r:omrnon Pl'las nt I"\ll:lhc.rl,:d'ld (~!)unty to lHilkl.: (lql,Ii.t.:'jbl,/diritributJuil r'~ Sdld ,1:--;;,:1',' . - 21 -