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96-04253
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" I 1,9 ',;}."'(J/ 1,;J.,;v'PI w.{~~~;tV,j4.~" '>>s' ~-v ~ 4Vf~~1:J:; .1 I, I. ., :.! Ii ,I ! I , , , I , , \ I.J ," " " i.t Ii J .i , , , I" JI. j,,' "I' I ! 'J I, "j, j il I , , " , . , , ,.' '/ ',1 " .. , I , " , " . " I I, , q' .' \1 ,.1 I, .' " .., ..... "- IN THI COURT or COMMON PLBAS rOR CUMalRLAND COUNTY, PINNSYLVANIA WILLIAM I. ROSIVIAR, I CIVIL ACTION " LA" PLAINT:J:FF I I 96. L.t;:)5 3 v. I NO, CIVIL TlRN I PAUl.BTTB M. ROSIlVIAR, I DlnNDANT I IN or.VORC. NOTICI TO DIFIND AND CLAIM RIGHTS You have been sued in court. lf you wish to defend against the claims set forth in the tollowing pages, you must take prompt Bction. You Bre wat'ned that if you fail to do so, the case may proceed without you And a decree of divoi:"ce or alll1ulment may be entered against you by the court. A judgment mAY also be entered against you for Any othP.l' clAim or I:e]. tef l:equested in these papers by t.he plaintiff. You mAY )Ql'le money or pt'opert.y or vlsltation of your children. When the gl:ound fOl: divorce l.s indignities or irretrievable breakdown of the man-lage, YOll may request mat'riage counsellng. 1\ list of mardage counselr;lI:s is aVRUable In the orfice of the Prothonotary at the ClImb'H'l,~l1ci COllnty Courthouse, carlisle, pennsyl VAn i, a . IF YOU DO NOT FILE A CLAIM VOR ALIMONY, DIVISION OF PROPBRTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A lIAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONII THB OFFICI SET FORTH BEllOW TO FIND OUT WHERE YOU CAN GET LEGAL HELF. Court. Administrator Cumberland County Courthouse 1 Courthouse SquRre Carlisle, PennsylvElnia 17013 Phone (717) 240 - 6 200 )' IN THI COURT or COMMON P~IAB FOR CUMIIRLAND COUNTY, PINNBYLVANIA "I~LIAM I. ROSIVIAR, I CIVIL ACTION - LA" P~AINTI" I I V. I NO. 95-42153 CIVX~ TlaN I PAU~ITTI N. ROSIVIAI, I PUINDANT I IN DIVORCB AFFIDAVIT or SIRVICI COMNONWIA~TH OF PINNSYLVANIA I I SS COUNTY or CUMBBR~AND I Richard L. Webber, Jr., being duly sworn acoording to law, deposes and says that he mailed the Complaint in Divoroe in this matter by certified mail, return reoeipt requested, addressee only, to the Defendant, raulette M. Rosevear, of 1090 Pine Orove Road, Oardners, Cumberland County, Pennaylvania 17324 on July 30, 1996. The return receipt signed by the Defendant is evidence of delivery to Paulette M. Rosevear and is attached hereto as Exhibit "A". ~/( ''1~/1L / Richard L. Web~er ,t-J'r ., Attorney for Plaintiff 366 Orean spring Road P.O. Box 40 Newville, PA 17241 (717) 776-6566 Sworn to and~subscribed before meO;~~~f~n. day of . , 1996. I ~. 1"( J. ."/11 HJ11 -.liul I Notary ~"",.~,..: ," j M)'Cotlvnr:'ot,)k:'lf;:;...tlnl. . ,~ '..., ."" '..l:J,Jr 1.1 ~,iAl~w ._...,...tt<..... ,. , ,J__ ,. .. IN THI COURT or COMMON PLIAS rOR CUNBIRLANP COUNTY, PINNSYLVANIA WILLT.AM I. ROSIVIAR, , CIVIL ACTION - LAW PLAINTIn I I V. I NO. 96-4:1153 CIVIL TltuI I " pAULIITTI M. ROSIVIAR, I OIPBNOANT I IN OlVORCIIl "'1"""""- I , "'''' (;:-~llj,! ~, .1, ' :;I~ i, j l'r '.' It' 1 ,I I, " " tII .or . J 'I'd ~': 1'''' 'II . d IJ~llfi" I:!:' ",! ClClD ~ II, '..... J r.~.'I?:.\.;;"," ,;~.,:l I ~ fl' .1.}ll ",I"")i'II.,!, ! B fl\ r.if\/,J./, '.' '.' . # N ~ClIiI D ,.: r' ,tH'ILa,"', \ ','1',-'!. 1rll';\ ' ,11,; ,''1')111'1 'J' . ,I, 1\ ,1\', I , !~, I 'It I ".. :~ r.i ;~::"'I': I . i E ~ ,I, It~4 ' ". "II ;f~ ..:'.]. "",:( I' II lit I .'It.. ~ t: : I\: . ~""" .. I I I ! e . i ' ... , I ~ J 1 t3b nS? I]~~ 2 Receipt fQr ., Certlfl d 1\1811 Nt) l"luto r.u ClJV"'OUII P,ovlded .1J:tU'.tt~, Oll IlIJ' UII lot InlotllllllJnll Mell ISlJu Aavo Itl il.~:~~}~~~;~M~-:~~ER~~~~E R 8rARDNERS PA 173 III "....,.. $ 0.55 I ; '1'!,.I"dIl" Ie I.,,,......, "....,,,, ,,, .'IIUl>lll'l Uhl".". "tll !'lh"IIII"'r'I;li,I"11I"'1\l 1<1 Wh".m6lJal,.O'rll,"""1 $ 5.50 1996 ! K! _411 EXHIBIT "1\" ~;,:'l' " "ljil;~'lrI1,tl1f~\W.. \, " 100' ; "'t, .. :'4 , , ii., WILLIAM I. ROSBVIlAR, I X" THB COURT or COMMON PLBAS plaintiff I CUMBBRLAND COUNTY, PBNNSYLVANIA I V. I "0. 915-42113 I PAULBTTB M. ROSBVBAR, I CIVIL ACTION - LAW Detendant I I" DIVORCE PRAECIPE ., .. ", 1.1 I I , " I " , " ',J:.! " TO THE PROTHONOTARY I " Pleale enter the appearance of Keith O. Brenneman, Esquire and snelbaker, Brenneman & Spare, P. C. al attorneys tor Plaintiff William E. Rosevear 1n the above-captioned action. SNELBAKER, BRENNEMAN & SPARE, P. c. By, .J1fl:,~ r.-;.;: 44 West Main Street Mechanicsburg, PA 170511 (717) 697-8528 Attorneys tor Plaintitt William E. Rosevear Datol July 31, 1998 L.AW orrlcu UNILIIAKE". BRENNEMAN dI SPA"&: , , , I,) I . ..' ....... - ",1", '<I' WILLIAM E. ROSEVEAR, I IN THEl OOURT OF OOMMON PLEAS Plalntlff I OUMBERLAND OOUNTY, PElNNSYLVANlA I v. I NO. 96.42153 I PAULE'I'TE M. ROSEVEAR I CIVIL ACTION. LAW Defendant : IN DIVORCE NO'I'IOE TO DEFEND AND CLAIM RIGHTS You hl1ve been aued In court. If you wish to defend ogaJnst the claJms Bet forth in the following pogea, you muat tnke prompt Ilction. You ore warned that If you fail to do BO, the Clllll! IlUlY proceed without you and 11 decree of divorce or annulment may be entered ogaJnst you by tho Court. A judgment may WBO be entered egaJnBt you fOl' any other e1aJlI1 or relief I'equested in these popel'S by the PlaJntlfT. You may loae money 01' pI'operty or othllr rights importlll1t to you, including custody or visitation ot' your children. When the ground fOl' the divorcll la lndignitillll 01' Irretl'ievoble breakdown of the marriage, you mllY requllst II1ll1'rlage counBeling. A liat at' morrlogo counselors is avaJlable In the Office of tho Prothonotll1'Y, Cumberland County Courthouse, Oarlisle, Pennsylvania 1701:3, IF YOU DO No'r FILE A CLAIM FOR ALIMONY, DIVISION OF PROPER'ry. LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED. YOU MAY LOSE 'I'HE RIGHT'ra CLAIM ANY OF THEM. YOU SHOULD TAKE 'I'I-lIS PAPER TO YOUR LAWYER A'l' ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AI~FORD ONE, GO '1'0 OR TELEPHONE '!'HE OFFICE SE:'!' FOR'l'I-I BELOW '1'0 FIND OUT WHERE YOU CAN GET LEGAL HELP. COUR'I' ADMINISTRATOR, FOURTH FLOOR CUMBERLAND COUNTY COURTHOUSE CARLISLE, PA 17013 TELEPHONE: 717.240.6200 I." :'I-Jt"''''''''''tfl'/' ,.-'''"". '- ,t...,., "".,,,, 1'; , ,; OOUNTEROLAIM OOUNT I. EQUITABLE DlSTRWUTION 10, PlU'ographs 1 . 9 l11'e Incorporntod heroin, 11, The plU'ties arc the owner's of porRllnnl property subjeot to equitable distribution between them us murllLu property, und ure jointly obligated on mlU'ltDl debts Bnd lIo.blHlies. 12, 'I'he Defendunt requosts the Court to equltubly divide ~uch Itoms of marltol property und muritul ltubfUtlos betweentholll. COUNT II . COUNSEL FEES, COSTS AND EXPENSES 13. PI11'UgrUph8 1 . 12 uro Incol'porntod horoln. 14. Defendunt la not III u finullcinl poaltion to meot the costs and expensos of prosocuting this Ilctionlllld to puy reuaonllblo counsel fees to her attorney. 15. Plaintiff 18 pl'esollUy employed. He la wellllble to pay Defendant's costs and expellses Ilnd counRol feoa in thla mattol', COUNT III . ALIMONY IlI1d ALIMONY PENDENTE LITE 16, Parogrllph8 1 - 15 ure incorporuted horolll. 17. Defendunt 8uffers from 8erioua medical problelll8, including Multiple Sclerosis, Ilnd at pre8ent is ullable to work on a full time bwlla. 18. Defelldant I~ employed by the Big Spring Arell School District as a part time aide. , , ~ It I C~ ~ , ("\ Lfl ~ /' ~ ls. 'l ~ ~. "I ,,'; :;j~ 1 ~ I 19 ...... f) , .... I' ~-A.. ~ I)~ ~t fi ~:: '" ., - " (t1,'1 l-': I I I,., ~ ''-J 11_ ..' ~~ tl .~ ~ "I) (2. 0> I.j " ., . I;! j , I II ., I I I I , I I,' , , 'I " " " " j " ,'! " " d I , " , , ;', , " " , tr. ,# ~ r ... I" r,o 6~ }1. " , I, Ul';;:) j',. :~r I.- " '. h~ , n., ;I~ II r;:',' ..i! \:"I:;~ 1111 ;11 I' In ;'(i) fll' I Jill '1 :, :!H! I u- II , , Itl',1 ..,' ! I" :t: .(... lb ~ ~3 , j I " " ,) I , 'I 'I, , I I I I '\ I' , , I, , " " I, " il .1 Ii , '>Ii I" ':I " , , j I .' , ' , i:t:. tl! ~ , .. (! .J! .:\ f,j' Ii lOr. ,. I -., ' I. ~,; ;1-, t:\ ( 1;ll .1;1, ,:/1.. , 'i. , 11:1 '/IJ , , ., ~ ,It;'"" \i ,'i ,t'rl 1':1 ',.1,1. ." ,,), , 1 tl ., , I I' , I , , I 'I :1 ,. " ;: 'I II; II ,. , ' " II'! I , 'i I,' i'I'1 I, Ii II , , , , , , i1 , " , I " Ii , I I' , , , , , , , ,. '. " " ;)11 I' Ii It " . . . ' WIL.L.IAM E. ROSEVEAR, t IN THE COURT OF COMMON PL.EAS OF I OUMBERL.AND COUNTY, PENNSYL.VANIA I I NO. 116.4253 CIVIL TERM I Plaintiff VI. PAUL.ETTE M. ROSEVEAR, Defendant . , : IN DIVORCE AFFIDAVlf OF CONSllliI 1, A Complaint In Dlvorcll under ~3301(c) of the Divorce Code was filed on July 26, 1996. 2. The rnarrlage of plalnUff and defendant Is Irretrievably broken and ninety days have elapsed from the date of filing and service of the Cornplalnt. 3, I consent 1.0 the entry of a final Decree In Divorce after service of noUce of Intenllon to requast entry of the Decree. I verity that the statements made In this Affidavit are true and correct to the best of my knowled~e, Informallon and belief. I understand that false statements herein are made subjecllo the penallles of 18 Pa.C,S. 4904 relallng to unsworn falslficallon to authorllles, ,(:,1' ~it., 7// ~~'r1..M..I-M.A../ Paulette M. Rosevear, Defendant Date:,.u~~.t!'J<:.6::"- If ""eM I SAIDIS SHUFF, FWWER & LINDSAY .ml*NfVl'ATtt.AW 16 W. 11IJh Sit.., c"U.lo, "A ,I , \ .\ I, , , , , " , , , , , ;j , II! " " " " " , " I' , " " Ii , , \\ , " , , I' " , " , , I 'I , ., , , , , , , I"~ " q .~. I( f:' j!' " '!~, ' /; !, I,' II i " . i I ~I' ~~J ~;! 'oj \ ~:: d~; )~~ L.l_-,.l-- 1~,1:~t' -"~j I', ; ,;':) ')t':,~ fliti,J '.UIl; '''I '-'5 I . "L ()t ~. I. I, ,.;-. , " II " ;, I, , " i !f I , " jl I I II 1'1 , I , I . ';, ., " I; '" "1 d " " I '; " , I " I, II ,I ! , I, Ii I' " , I " , , , 'j! , I 'I !] I , '. " " I , I, " " , , . an agreement with respect to the outstanding economic issues which is ijoing to be placed on the record. Previously we appeared in these proceedings for a hearing on May 11, 2000. 'l'he testimony was not completed at that time and there is a statement following the testimony that was offered that day as to what needed to be addressed in order to proceed with the issues in tho case. There were also, on that date, stipulations placed on the record. After review today with counsel of the status of the case with respect to the agreement, we are going to disregard the previously stated stipulations inasmuch as the agr~ement that is going to be placed on the record will cover all of the issues that were raised and all of the remaining issues that are now being resolved by the agreement. The agreement as placed on the record will be considered the substantive agre~ment of the parties not subject to any changes or modifications except for correction of typographical errors which may be made during the transcription. The agreement is going to be transcribed and then will be communicated to counsel. Counsel will have an opportunity to review the agreement for typographical errors, makes any corrections as required, and then ask the parties to affix their signatures affirming the terms of settlement as stated on 2 the reoord, It is specifi~ally not~d that there can be no substantive changes made to the agreement, that the parties, after they l.eave the hearing room today, are bound by the terms of the agreement as stated on the record. After the Master has received a completed agreement he will prepare an order vacating his appointment and counsel can then file a praecipe transmittil~g the record to the Court requesting a final decree in divorce. The parties were married on July 28, 1973, and separated June 11, l. 996. 'I'he parties are the natural parents of two emancipated children. Mr. Brenneman. MR. BRENNEMAN I 1. The parties have agreed that the wife, defendant, shall receive 60% oF. the marital estate and will be allocated 40% of the marital debt. In order to effect that agreement husband will transfer flom his Pennsylvania Deferred Compensation account the sum of $14,000.00 to wife by a QPRO. In all other respects, the property that is in the possession of the partie~ at this time shall remain their own property. :I. The par.ties also agree that they wi 11 enter into a stipulation QPRO in a form agreeable to counsel and PSERS giving wife 60% based upon the applicable coverture frllction. Husband agrees that in that stipulated QPRO he will make no election as to which option he will be taking at the time of his retirement. Language in the stipulated QDRO may indicate that husband may select any retirement option offered by PSERS under the retirement code at the time husband files application for retirement allowance with PSERS, that provision notwithstanding, the parties agree that at least six (6) months prior to husband submitting his application for retirement allowance, that they will in good faith attempt to agree between themselves as to which option will be elected by husband for his retirement. If they cannot mutually agree as to which option will be elected, the parties agree that the Court will retain jurisdiction for purpos~s of resolving that 3 ..., ilisue and establishing an option election, Husband agr.ees that he will not make an election unless there is an agreement between husband and wife fQr an election or until thl!! Court resolves that issue between that parties and an election is established. It is specifically understood by the parties after discussion off the record that nothing in the election which husband shall make to establish the Domestic Relations Order shall predispose the Court as to the ultimate election he does make but Buch election is made only as a necesaity to the entry of a DRO initially. If the parties cannot agree on an option for retirement, and it is stipulated between them that they would desire the Court to take into account the parties' present circumstances at that time. Husband agrees that wife shall be the beneficiary under his PSERS pension to the extent of her Interest as agreed to in this stipulatJ.on agreement until such time as thl!l QDRO is entered. In the event husband is entitled to receive disability retirement benefits. it is understood that the coverture fraction will apply to those benefits as would have applied to the normal retirement benefits that he would have received after choosing one of the options upon retirement that are available. 3. Husband agrees to pay wife alimony in the amount of $1,400.00 per. month effective January 1, 2002. In addition, husband shall pay wife the additional monthly amount of $200.00 for a period of 36 months commencing from the date that the first COBRA payment by wife is due and owing, which additional payment by husband to wife shall be considered alimony to wife. The alimony of $1.400.00 per month will be paid through the DomF,lstic Relations Office. 'rhe additional sum of $200.00 per month will be paid directly by husband to wife. It being understood that in the event payment is not made by husband in terms of this agreement that that amount can become part of the payment required through the Domestic Relations Office. It is understood between the parties that the alimony arrangement as entered is modifiable and subject to modification upon a showing of changed circumstances of a continuing and substantial nature. It is also understood that the alimony will terminate upon the death of either party or upon the cohabitation or remarriage of wife. It 4 i~ specifically understood and noted, however, that. the $200,00 payment for COBRA contribution by hu~band to wife shall not be included in the modifiable pl:'oviaionl3 of the alimony agreement. 'l'he tel:'mination provi13ions wi th regard to the $200,00 COBRA bFlnefit with respect to remarriage and cohabitation will not apply, howevel:', upon the death of either pal:'ty the $200.00 contl:'ibution will terminate. 4. Each party waives any c:laim that they have made for coun~el fees. 5. Except as herein otherwise provided, each party may dispose of his 01:' hel:' property in any way and each pal:'ty hereby waives and relinquishes any and all rights he or she may now have or hereafter acquire undel:' the pl:'esent or future laws of any jurisdiction to share in the pl:'opel:'ty 01:' the estate of the othel:' as a result of the mal:'ital relationship inclUding without limitation, statutory allowance, widow's allowance, right of intestacy, right to take against the will of the other, and I:'ight to act as admilli~tl:'ator or executor in the other's estate. Each will at the request of the other execute, acknOWledge, and daliver any and all instruments which may be nece~sary or advisable to cal:'l:'Y into effect this mutual waiver and, relinquishment of all such interest, rights, and claims. This release i~ not intended to serve as a release of any statutol:'Y benefits provided by the Federal govel:'nment such as social security or Veteran's benefits or as a release of those rights specifically set out by the terms of this agreement in husband's pension plan. MR. BRENNEMAN I MI:'. Rosevear, you were present when the stipulation and agreement was stated on the record, is that cor~ect? MR. ROSEVEAR: Yes. MR. BRENNEMAN I And do you understand the 'terms of that stipulation and agreement? MR. ROSEVEAR I Yes. MR. BRENNEMAN I And do you agree to the terms of that stipulation and agreement? 5 determine a value for that vehicle, Presently the parties values on the vehicle are so disparate that th~ values ore 'not helpful to the Master in arriving at a v~lue for equitable distribution. 5. Wi th res);lect to the 1';011ege loans, counsel are going to attempt to determine what loans were joint obligations, and out of those joint loans what amount of money Mr. Rosevear paid since the date of separation, and what sxists to be paid on those loans so that an appropriate credit can be applied to Mr. Rosevear f.or assumption of that debt. 6, Mr. Rosevear post separation made payment on account of other marital obligations, and counael should prepare a summary of what he paid on those debts flince separation, what, if any, remains to be paid on those debts which he will assume so that an appropriate credit can be given to him for assumption of those marital obligations. 7. Mr. Rosevear will give to wife and her counsel an authorization to inqUire of his employer the coats of the COBRA benefit to wi fe upon the divorce so that wife can continue the benefits with husband's employer. 8. Counsel are also going to do the computation onoe they determine the status of the bank accounts using an interest factor of 3 percent. Counsel are also going to use an intereot factor and do the computation for wife's public employees retirement account, and husband's Pennsylvania Deferred Compensation Account. The interest factor on wife's account is 4 percent, and the interest fa.ctor on husband's account is 23 percent. 9. With respect to the bonds, husband has provided a value that he received when he cashed in the bonds of $6,613.44. It io the Master's understanding that wife believes additional bonds existed that have not been accounted for in these proceedings. Wife will have an opportunity to make the appropriate inquiry to the bond registry in West Virginia to determine all of the bonds in the names of the parties or in husband's name or wife's nallle so that we can account for all of the bonds that the parties may have owned either singly or jointly. Mr. Rosevear will give wife an authorization to make an appropriate inquiry in the event that she needs to inquire about bonds soley in husband's name. WI LLII\M ~~, ROB~;Vh~M, I?laint1 r f IN 'l'II~~ COUIW OF COMMON PLIr.MJ Oh' C:UMlln:rUd\NIJ CQUN'I'Y, PV:NNI3YINAN IA NO, 96 - ~25J CIVIL va, I?AlJI,E'I"VI!: M, I~Ol3h:Vn:M, patendant IN PIVORCJ!; REI PA'rn:1 IJrohllaring Conferlincu MemorandwlI Monday, October 25, 1999 Present for the Plaintiff, William J!:, RoseVGlll:, is attornoy Koith 0, Brenneman, and preBunt for. the Pl!fendant, Paulotte M, l~otlllvelJr, ill attorney Andrea c. Jacobsen, A divorce complaint was filed on July 26, 1996, raising grounds for divorce of irretrievable breakdown of the marriage, On March 5, 1999, the Plaintiff fUed an affidavit under Section 33011d) averring a separation in excess of two yearsl however, both counsel have indicated that their clients will sign and file affidavits of consent and walvera of notice of intention to request entry of divorce decree so that the divorce can be concluded under Section 3301(cl of tho Domestic Relations Code, A counterclaim was filed on August 12, 1996, raising the economic claimB of eqUitable distribution, alimony, alimony pendente lite, and counsel fees, costs and expenses. With respect to the alimony claim and the factor of marital misconduct, counsel are going to determine if 'they can stipulate to the allogation that husband was having an extra marital rolationship prior to the separation of the parties. Jf that allegation cannot be agrlled to by the parties, then we will need to have testimony on the nature of any relationship which husband had with his curtent female companion to dotormine whether that rolationship was prior to ar subsequent to the date of separation. The parties were n\!ln:ied on July 20, 1973, and separated June 11, 1996. They are tho natural parents of two adult children. Husband is 52 yoars of age and resides at 2 Mount Airy Road, Wellavi Ite, ponnsylvania 17365 with a female friend. He haa a llachelor of Science degree' and is a p~rk manager at Gifford Pinchot State Park. He ia employed with tho Commonwoalth of Pennsylvania in the Department of Conservation Ilnd Natural ROBourcos. His annual gross income i/l $63,'/20,00, Jlo alllo rllceivllll rOllidentllll houBin\l all part ot hill (imploYlllont bllneflt, 'l'he bomolltic Hlllntlonn Otfice by order untorad on Boptelllber 2, 1999, determined that hUBblln(PIl nut monthly incomu ill $3,334,6'7, JluBbond ill currently paying ~poUtlol tlupport to wif.e in the amount ot $544, [10 biweokly, Hutlb/lnd hlltl not r/lllled' /lny helJlth illllua which would IIff.CJct hill obility to conduct the duties of' his employmunt. Husbllnd ill providing mediclll inBur/lnce coverage for himlllllf dlld his wHo. Wifo ill 50 yeors of ago /lnd rellidell at 12 corporation Streut, Newvillo, Penllllylvllnia, where ah~ livell with one of. the partiell' daughtetB, She is a high Ilchoo1 graduate and hOIl two yuars of. college in Mortunry Bcience and is liconaod aB 0 funerlll director, She currCJntly works part-time at tho Pig Spring School District /lB II health room aide and tho Ilupport off.ice detormined that her monthly net income is $626,00, Wifo doeB not work during the au"~er montha and there iB IIn iBsue as to whether or not she has the ability to continue Bomo kind of employment during the monthB thnt she ia not engllged in the omployment with the Big Spring School DiBtrict. HUBband is considering haVing Wife evaluated by a vocational llxpert and wif.e needs to preaent medical evidence ragarding her current health condition and the claim that she is unable to work during the summer, Wife has bean d.iagnollod with multiple scle~osiB and this illness ha5 raised issuos as noted regarding her employability ond her earning capacity, Wife's counsel has indicated that currently she takes medication which costa around 81,000.00 a month and that medicat.ion is for the most part paid by the medical inaurance plan through huaband's employment, Wife will be able to continue coverage under husband's employment for three years using the COBRA benefit and we need to know the cost of that coverage. After the three years have passed wife will posaibly be in u situat.ion where she will have to go on some sort of direct pay for her coverage and we also need to inquire as to how pre-eXisting conditions may affect her ability to get medical insurance after the COBRA benefits are terminated. An is~ue has arisen with respect to wif~'s purchase of the property where she is currently living and the aource of funds used to purchase that real estate, According to wife's counsel, wife and husband had an agreement that monies that wife received from her father's estate were placed in D joint account but were designated' specifi~ally by tho parties for wife's benefit and f.or wife to retain as her sole and separate property. Wife claims that she used $10,000.00 of the funds from the joint account which waru Ilplldficolly dnlli'Jllatlld for her Ul;la to plJrclll1lH~ the renl alltatu, Mil. JOGOblllln indicated that although uha withdraw the ~10,lJOO,()O, which watl, IlGcording to wife tlpacificlally dutliqnlltud r.or. her Utlal Ilhu did n()t ul:la 1111 of the fundtlfor tho down poymunt ur tho ranL entalal however, 'l'hel portia/l hava II i900 J(lap Gralld WtlQoMar which itl utled by hUllbond /Il1d II L~9!J Stlturt\ Ilodlln which itl utled by wiro, The Saturn hall tin allcwnbrance 011 the title with .tha credit union 611d thnro itl a quetltion about whether or not thlll 10lln ill bllillg paId. '1'1'113 amount or thll loon due Ilnd owing on thl! pretrl~l tltotamllnt wall $11,009.07 /lnd wa need to know what tho currant Iltatus of that Loan itl, lIulSbiltld hOIl II pl'Hltlion with the PS~:HI3 and counllal hove ogreed that the only way wo con dilltribute thlll pension, becluBe We do not hove BUfficient off tletting assets, itl to use a Qualified Domolltic Aelotlontl Ordar and apply the coverture formula, lIusband also hall a deferred compensation account with tha Commonwllalth of Pennllylvania Ilnd as of June 111 1996, the account had a value of ~14,997,05, We will have to use on interest factor to increa13l1 the marital portion to the dote of separation, Perhaps counllel con look at the account to determine what the account hall boen earninq over .tho lallt three ycartl to help UIl arrive at an interest factor. Wife has a retirement plan with the Big Spring School District, and we need to have a value for that retirement plan, Counsel indIcated that they may be able to stipulate that the account has a value of around ~2,OOO.OO. CounGel Bhould review the recordll on that sccount to see If that amount ia sufficiently accurate to use in the equitable dlBtribution computation, . Also liBted on tha prutrial Iltatements are savings I checking, vocation, and Christmfill accounts, Counllel tire going to attumpt to stipulate to the date of separation amounts in those accounts, Also at illsue is a questIon about United Savings bonds which wIfe claims had a value of around $10,000.00, and Mr, Brenneman is going inquire of his client as to the statuB of thotle bonds and attempt to try to arrive a~ 0 value if the bonds In fact do eNist, We also need to know who has possossion of the bonds. Wifu cloima that husband hall II coin collection, some of which was inquired after tha marriage. Mr. Brenneman ill going to dotermina if his client has a coin collection and attempt to provide information to Mil, ~ ,..... Jacpbaen about the itoma in the collection and whether or not we should have the colloction appraised, Counsel have noted that there are two nonmarital sssets which may bo considered for increase in valuc;l/ an American Mutual fund and 51 sharell of Stanley J, Krish Jrulleral Homo, The l\Jl\erican Mutual fund increase in value as noted on the pretrial statement is $4/277,70/ Mr, Brenn~man has indicated that ho moy not purllue any claim for incresse in value of the BhoreB of the funeral home, Wife has a Prudential insurance policy which her counsel has indicated had a cash value as of June 1996 of $5/973,00, There is n question as to whether or not husbsnd hss a Bimilar pelicy with Prudential and his counsel is going to inquire about whether or not husband has a policy and if 50/ what cash value the policy has. Ms. Jacobson pointed out that there .is a PNA life .insurance policy which wife had prior to the marrisge and she believes wife'B parents paid the premium/ Mr. Brenneman is going to determine his position with regerd to any increase in value of the cash emount of that policy from date of marriage to date of separation. With respect to household tangible personal property, husband wants 6 few items which he hss r.equested and is going to provide a list to wife's counsel, Counsel will then determine whether or not, after that list is provided, if they need to have values placed on the tangible personal property to use in the equitable distribution computation. Otherwise, if husband receives a few items which he has requested, perhaps counsel will be able to resolve the iS5ue by haVing each party retain the items presently in his or her possession without using a value for the items, which would obviate the need f.or an appraisal. The parties have listed certain items of marital debt inclUding a loan owed to PSL which has been paid by husband since aeparation. The balance on that loan as of January 1999 wao $1,956.00. Previously mentioned also was the auto loan. There is a loan frem Stanley J. Krish, the brother of wife, which wife claims was borrowed to fix a vehicle owned by the parties and was borrowed by both husband and wife. No information has been provided on the amount of that loan and the baais for the loan in terms of whether or not there is any written documentation showing the obligation is due and owing by the parties. There is also a Senrs and Penney's account. According to attorneY Jacobsen, an agreement was reached between the parties that husbslld would continue to make payments on the PSL losn and the auto losn, in return for ~ reduction in the support payment, Once Gounsel have determined how they WiBh to prooeed with this case and hbve been able to develop numbars, perhaps they would consider haVing the parties corne to the Master's office for a conference in an attempt to Bettle the case, The Mauter will make time available upon short notice of a request for a conference, Currently Mr, Brenneman has a motion pending in limine to preclude wife from testifying about her diagnoses of her health claims and Ms, Jacobsen has a motion to advance costs to wife if she needs to produce medical testimony through a deposition. As noted also, Mr, Brenneman is going to consider having Wife evaluated by a vocational expert and a medical expert, A hearing is schedUled for Thursday', May 11, 2000 at 9100 a'm' Notices will be Rent to counsel and the parties. E, Robert Elicker, II Divorce Master COl Keith 0, Brenneman Attorney for Plaintiff Andrea C. Jacobsen Attorney fo~ Defendant , I I, ) , , I , , " it' , , I, 4, The bank account~ that have been earlie~ identified Nhall have an interest rate of l percent, 6, The Plaintiff's deferred compensation acoount will earn an interest rate of 23 percent. 6. The Defendant's PSERS account has an interest rate of 4 pe~cent, 7. Each will retain those items of personal property that they have in their possession with no valuC9 being assigned to them for purposes of the equitable distribution computation. 8. The Plaintiff stipulates that the Defendant can retain two items of furnimhings that he contends were purchased with inheritance funds. In exchange for that the Defendant agrees to provide access to the Plaintiff to ~ake photocopies or duplicates of all family photographs in her possession. 9. The Plaintiff has a coin collection and can retain that coin collection with no value being assigned to it for purposea of equitable distribution. 10. trailer, and again value for purposes The Plaintiff has retained a pop-up that's been stipulated as having no of equitable diatribution. 11. The 1995 Saturn vehicle in the possession of wife has a value of $5,000.00. With respect to the 1988 Jeep Wagoneer, counsel are going to continue to develop a value for that vehicle, if they can, and we will reassess that evidence that the parties have after lunch. If we cannot establish a value, then husband is going to provide us the transaction documents when he traded in the Wagoneer for wife'S review. Mr. Rosevear says that he received $1,000.00 as a trade-in. Wife calculated through the use of the internet a value of $5,092.00. The difference, of course, is substantial, and if we cannot stipulate to the value as noted then we will have Mr. Rosevear testify as to the condition of the vehicle at the time of the trade-in. 12. The numerator for purposes of the Coverture fraction with respect to the husband's pension iEl 22 1/2, and the pension will be distributed pursuant to a Qualified Domestic Relations Order. 2 t") -. I INDEX TO WITij~SSES FOR THE PLAINTI~~ RI~m~T CRO~S ~SDIR~~ ~mc~~s William m, Rosevear 10 ,..,.. ,.. II' ,..'.. .'1 .,.........,.."'...,..~"'''''''''''''''''''".... , I I INbBX TO EXHIBITS IPR PLAINTIFF /l.DMITTED Ex, l'Io. 1 . pay statement 47 lEx, No. :2 - 1999 tax return 47 Ex, No. 3 . answers to interrogatorillls 47 Ex. No. 4 - income & expense statement 47 Ex. No. 5 statement of account 47 Ex. No. 6 - loan statement Ex. No. 7 - statement of account 47 Ex. No. 8 1996 income tax return 47 2 ~. ....... 1 stipulation of tha parties a~d counsel, which has been 2 sigl1ed and dat.ed today, which will be made a part of the 3 record and which is provided in accordance with looal rule 4 1920.523. 5 The Master has been advised that the parties 6 have reached s stipulation with respect to certain issues. 7 Mr. Brenneman is going to place the stipulation on the 8 record, and then we will commence the testimony on the 9 remaining issues that have to be addressed. 10 (Whereupon, a discussion was held off the 11 record. ) 12 THE MASTER I Now we'll go on the record with 13 the stipulations. 14 MR. BRENNEMAN I ~irst there is a 15 stipulation that the Plaintiff -- that there was an 16 extramarital affair by the pl<.intiff. 17 Second, the parties stipulate that the 18 defendant has been diagnosed with multiple sclerosis, and 19 as a result of her medical condition her doctor has 20 indicated that she is not to work full time or in the 21 summer months. 22 Third, there is a stipulation between the 23 parties as to the following assets and their marital value 24 as of the date of separation. First, a prudential Policy 25 of Insurance, number 25287855, owned by husband in the 4 1 :I 3 " 5 Ii 7 8 !I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ~. ....... ,- pl."oceedIJ for some of those bonds on the 1996 l."etul."n, I think they would have been cashed in after the date of separation. MR. BRENNEMAN I Well, as to when they're cashed in, I can't stipulate, but the othel." comments, yes. MS. JACOBSBN I O)tay. THB MAS'fER I The accounts are all date of separation values. Have thODE! accounts been subsequently from the date of separation transferred into either of the pal."ties name or have they used any of those accounts 01." do those accounts still exist as they existed at the date of sepal."ation? MS. JACOBSBNI I,et's go through the accounts and have our pal."ties confirm. MR. BRENNBMAN I MR. ROSEVEAR I The PSECU savings account. Still exists. The amounts have changed. THE MASTER I Well, that's what I'll have to do. If the accounts still exists, I'm going to have to update the value with an interest factor because the marital portion will have grown. I understand after separation someone may have placed moneys into the account of a nonmarital nature, but all of these date of separation values w\ll have to be updated to a present value. So that's why I'm trying to determine who 6 :'-', ,-, 1 has the account and whether or not the account still 2 e~ists. And again Mr. Rosevear said that the savings 3 account with PSECU does still e~ist, and we have the value 4 as of separation of $1,888.23. Now, do you want to go 6 through the other accounts and tell us the status of those? 6 MR. ROSEVEAR I I can give you generalities. 7 MR. BRENNEMAN I Can we go off the record for 8 a moment? 9 (Whereupon, a discussion was held off the 10 record.) 11 MR. BRENNEMANi It's stipulated by the 12 parties that the bank accounts that have been earlier 13 identified ahall have an interest rate of 3 percent. It's 14 also been stipulated by the parties that the plain,tiff' s 15 deferred compensation account will earn an interest rate of 16 23 percent. 17 It's been further stipulated by the parties 18 that the defendant's PSERS aCGount has an interest rate of 19 4 percent. The parties agree that each will retain those 20 items of personal property that they have in their 21 possession with no value being assigned to them for 22 purposes of equitable d~stribution computation. 23 The plaintiff stipulates that the defendant 24 can retain two itemo of furnishings that he contends were 25 purchased with inheritance funds. In exchange for that, 7 ,I .., ~-It , .- ,.,,; j. 1 through H_ is it Kelley Blue Book on the Internet. 2 MR. ROSIEVI!:AR! Rl.ght. I I m concerned about 3 the dates that these numbers were gcn~rated. You know, I 4 think I generated mine probably closer to the date of 6 separation than perhaps the current numbers to date. 6 THE MASTER I Why don't we use present 7 values on vehicles. Your values are -- 8 MS. JACOBSEN! My values are based on 9 today's-- 10 (Whereupon, a discussion was held off the 11 record.) 12 THE MASTER I The parties have stipulated 13 that the 1995 Saturn vehicle in the possession of wife has 14 a value of ~5,OOO.00. With respect to the 1988 Jeep 15 Wagoneer, counsel are going to continue to develop a value 16 for that vehicle, if they can, and we'll reassess that 17 evidence that the parties have after lunch. 18 If we cannot establish a value, then husband 19 is going to provide us the transaction documents when he 20 traded in the Wagoneer for wife's review. 21 Mr. Rosevear says that he received $1,000.00 22 as a trade-in. Wife calculated through the use of the 23 internet a value of $5,092.00. The difference, of course, 24 is substantial, and if we cannot I.ltipulate to the value as 25 noted, then we will have Mr. Rosevear testify as to the 9 1 condition of thl'# vehicle at the time of the trade-in. 2 Would you swear Mr. Rosevear, please? 3 I, 4, WI~LIAM E. ROSEVEAR Whereupon, 5 having been duly sworn, tl.lstified as followSI 6 DIREC'!' EXAMINNl'ION 7 BY MR. BRENNEMAN I 8 9 1Q R-o-s-e-v-e-a-r. 11 12 o A Your name for the record, please? My name is William Evan Rosevear, o A And your address? I live at 2 Mount Airy Road, Wellsville, PA, 13 The :zip code is 17365. 14 15 16 Q And your date of birth? I was born January the 8th, 1947. You were married to Pauletto on July 28, , A Q 17 19731 is that correct? 18 19 20 married? 21 22 A That's correct. Q I And were either you or Peulette previously A No, sir. Q I'm going to ask 'you about yo~rhealth. Are 23 you currently rece+ving treatment for any medical 2~ oonditions? 25 A I'm receiving treatment for psoriasis, 10 ......... 1 psorietio arthritis, and c~olosterol. 2 Q And who ~re you receiving treatment from1 3 ~ 11m receiving treatment from Pr. Paniuls and .. troin . - I con' t thinlt of. his name. 5 MS. ROSEVrnARI Is it SchlBnsky? 6 'l'HE WI'l'NEGS I Dr. Schlanslty. 'I'hank YOU. 7 BY MR. BRENNEMAN I 8 0 Are you taking any medicatiOh? 9 A Yes, I am. I'm taking Paypro for the 10 arthritis. I'm taking lipitor for the cholesterol, and 11 I'm taking a variety of topicals, including Dovonex and 12 Cordra.1 lot ion. 13 0 How long have YOll had the psoriatic 14 arthritis and psoriasis? 15 A Right. 16 0 How long have you had that? 17 A I've had it for at least twenty years. 18 Q Do you have any limitations physically in 19 performing work or your daily activities because of that 20 cOndition? 21 A No, I don't. 22 0 How is your hearing? 23 A My hearing is listed as severe in both ears. 24 It was moderate ,to severe, but it'~ now severe. 26 0 And do you wear hearing aids in both ears? 11 1 ::I 3 4 5 6 7 8 9 10 11 12 13 1. 16 16 17 18 19 20 21 22 23 24 26 '.."'\ /~ Yes I I do. Have you treated for any emotional or mental A Q conditionlll? A ~o, I have not. Q Let's talk apout your education. ,high school graduate? An you a 'A: Yes, I am. o When and where? A 1964 from Altoona High School. o And college graduate? A Yes, I am. Q When and where, and what degree? A I have two degrees. One's an Associate degree in Forest Technology in 1971 from Penn State, and I have a Bachelor's degree in Forest Science from Penn State in Hi?4. o And have you s~rved in the armed forces? A Yes, sir, I did. o Do you recall what period of time? A I was enlisted in the United States Army from the summer of 1966 through September of 1969. o And are you a Veteran of the Vietnam conflict? A Yes, sir. o Do you have or have you had any other formal 12 1 A It PQcame full time in 1974. 2 q And could you describe to Mr. Elicker what 3 your responsibilities are as a Park operations Manager I? 4 A As Park Operations Manager I '01 responsible 6 for operating three state parks with tho headquarters 6 looated at Gifford Pinchot State Park. I'm responsible for 7 the administration, the budgeting, the maintenance, and the e planning of facility development for those parks, and their 9 recreational and educational services that we provide to 10 our visitors. 11 0 could you describe briefly for the record 12 th~ positions that you've held with the Commonwealth of 13 Pennsylvania on a full-time basis from the time you started 14 employment? 16 A I started employment at Prince Gallitzin 16 State Park in Cambria County in 1972 as a park natural~st. 17 I continued to work there in the summer of '93 as a park 18 naturalist providing gllided walks, campfire programs, and 19 talks on natural history subjects, and in 1974 that 20 position became full time, and r was able to provide those 21 same services, as well as educational programs for school 22 groups. 23 The Commonwealth then created a new 24 positior" which was called an environmental educational 25 specialist. As that I was able to advance while remaining 14 1 2 3 4 5 6 7 8 9 10 11 l2 13 14 15 16 17 18 19 20 21 22 23 24 25 ,'-'" at ~rince aallit~in State Park, and became a full-time Environmental Il:ducational Speuialist. During that /:lame period of employment at Prince aallit~in State Park, I wau then promoted to become the Regional Bnvironllll9l1tal Ji:ducational Specialist for the South Central State Parks in Region 3, and I traveled across the commonwealth providing assistance in developing programs and exhibits at various parks througho~t the South Central part of the state. I then moved down to the regional headquarters in Bedford at Shawnee State Park where I Worked as a Regional Educational Speoialist for one year. I then in 1985 transferred to Pine Grove Furnace State Park here in Cumberland County t and became the Park Manager II I for the operation of that park. I remained there for approximately 14 y~ars until I was promoted to my position at Gifford Pinchot State Park. o Are you anticipating being laid off or demoted from your position? A No, I'm not. o What are your prospects for advancement or how would you characteri~e your prospecta for future advancement? A My prospects for advancement are becoming 15 ,...., """ 1 limitl!Jd. I 'Ill able to apply for posit!,ons when they become 2 available in about 7 different areas ot the st.ate. Four 3 of those being at the regional headquarters where I would 4 become a Regional Manager, or in the central office where 5 there's three Pllrlt Operat ions Manager II po~i tlons also 6 available. 7 I anticipate none of those positions except 8 perhaps one at the regional headquarters becoming available 9 in the next three years, 10 0 Assuming that there is an advancemllnt into 11 the position that is available within the next 3 years, do 12 you anticipate ther.e being any additional pay for assuming 13 that position? 14 A The opportunities to advance and receive 15 substantial increases are becoming very limited. At the 16 most I would anticipate an 8 percent increase in my salary, 17 and am unwillin9 to pursue in those advancements if they 10 require me leaVing the immediate area. 19 The reason for that is typical of all of us 20 professional park managers, that as you live in an area and 21 your spouse or your significant other acquires a job and 22 starts to develop a career track, if park managers move 23 thllir spouses lose their jobs, and as a result there's a 24 significant decrease in income, 25 Knowing that, many managers have passed up 16 - 1 the opportunitie~ to advanoe, I would antioipate the same 2 reaction on my part, 3 0 Mr. Rosevear, I'm showing you what's been 4, marked as Pl~intiff's Exhibit 1, and I'll ask if you oan 5 identify that as an employee statement of pay and 6 deductions? 7 A Yes. This is my pay atatement from April B 20th, was the pay date. 9 0 Does that reflect -- I'm sorry to interrupt 10 11 12 13 14 15 A Yes, it does. 16 0 I want to call your attention to the upper 17 right-hand aide, There are several deductions that note 18 taxes. Do you see that? 19 A Yes, I do, 20 0 There is a deduction for retirement. Po 21 you see that aa well? 22 A Yea, I do, 23 '0 Underneath that deduction there's a Maint, 24 M-o-i-n-t -- T-x, and then m-a-i-n-t -- t-~. What do those 25 you. Does that accurately reflect your current pay for your position on a biweekly basis? A Yes, it does, 0 And did that reflect your deductions from your gross pay on a biweekly basis? 17 1 represent? 2 A Those represent \;he rentl!l payment that I 3 would pay to the Commonwealth, I'm required to live on 4 the park as a oondition of employment, and they provide 5 housing, llnd r pay an amount that reflects a renl:e.l payment 6 and a utility payment, and that combined amoUnt is what' B 7 taken out biweekly. B 9 10 11 12 13 14 15 16 17 1B 19 20 21 22 23 24 26 Q Mr, Rosevear, the bottom line of the deductions, tax deferred compensation, is that the deferred oompensation account that we were discussing earlier in the stipulation? A Yes, it is. o ~nd that is a voluntary deduction by youl is that correct? A That's correct. o And all of the other deductions that appear above that linel taxes, maintenance, pension, those are mandatory deductionsl is that correct? A That's correct, o Now, you indicated that you are provided with a residence as a b~nefit of your employment? A That's correct. o What does that benefit. include other than the physical building? Does it include utilities or other items? lB 1 :l 3 4 6 6 7 B 9 10 11 12 13 14 16 16 17 18 19 20 21 22 23 24 26 to youl is th~t correct? A That's corr$ct. Q Now, life insurance, are you provid,d that as a benefit of your employment? 1\, Yes, I am. o And that's noted, is it not, on ~he state paid benefits? A That's correct, The life insurance benefit is active only as long as I'm employed by the commonwealth, and it's at a maximum amount of $60,000. Q And is there a cash value to that policy which would benefit you at your retirement? A No, o Or prior? A No. o Mr. Rosevear, I'm handing you what's been marked as Plaintiff's Exhibit 2, and I would ask if you can identify' that as a copy of your 1999 individual Federal ta~ return? A this year. Yes. I filed this on April the 15th of o And does that accurately indicate your gross income for the year 1999 under line 7 on the first page? A Yes, it does. As required by Federal income ta~ requirements, the grosl.l income of $63,811.00 is 20 ",._\ ,'""' 1 what'" rlllported to the Federal inoome tax IRS. 2 Q And th" difference betweell that and the 3 gros" pay that you receive from the atate, is that 4 differenoe taken in aocount by the maintenance taxable an~ 5 nontaxable expenses of your pay? G A That, as well as the tax deferred 7 compenBation, the deterred comp, 8 0 Okay. 9 A Account for th~ differenceB. 10 THE MASTERt Well, if I add thu support 11 order and the ta~ comp back into the ten, eighty-six, 12 ninety-four, I get $1700,00 a month -- or $1700.00 every 2 13 we,ks. You get paid every 2 weeks? 14 THE WITNESS I Yes, sir, 15 THE MASTER I I get $1700,00 every 2 weekB 16 timea 26, divided by 12, I get $3683.00 a month net. DoeB 17 that sound right to you? 19 TilE WITNESS I I believe so. 19 THE MASTERt Doing the math that I just 20 e~plained? 21 THE WITNESS I Yes, sir. 22 MS. JACOBSEN I Could you give me the tirBt 23 number. 24 THE MASTER I Off the record. 25 (Whereupon, a discussion was held off the 21 1 :2 3 .- 5 6 7 8 9 10 11 12 13 14 15 16 17 ' 18 19 20 21 22 23 24 25 ,/'~"" r-- record. ) BY MR. BRENNEMAN I o Mr. Rosevear, what is your gross annual salary based on your present wage? A It's approximately $~5,000.00 a year. o I'm showing you what's been marlted as Plaintiff's Exhibit 3, and I'll ask if you can identify that as a true and correct copy of answers to interrogatories provided to the defendant in this case? A Yes, it is, o I'm calling your attention to the third piece of paper. TilE MASTER I You said answers addressed to the -- MR. BRElfNEMANI Answers to interrogatories provided to the defendant in the case. Answers provided. THE MASTER I It says addressed to the plaintiff. MR, BRENNEMAN I Their answers -- well, the interrogatories were addrel.ll.led to the plaintiff, but -- excuse me, The 'interrogatories were addressed to the plaint~ff. THE MASTER I MS. JACOBSEN I THE MASTER I From? It's hil.l answers to me. Who answered these 22 "-,,, .-.. 1 going to be pasad on that, and aa that changes, whether up 2 Qr down, the alimony is going to be suhjoct to review by 3 the Court, So the inoome situation will, of oourse, be 4 reviewod, if. necessary, to review the alimony, if brought 6 before the Court, Okay, What's next? 6 MR. BRENN~MANI Are you conGerned about or 7 intereated in income Bnd expense statements? B THE MAS'l'ER I I'm interested only to note 9 th~t he has no expense or what expense he has for housing, 10 because normally in these cases houl.ling is a big expense to 11 the parties, and that comes off as a large expense item, 12 In this case I aSI.lUme that there's not a large housing 13 expense. So that means there's more money available for 14 his oWn use. 16 I also recognize that often these statements 16 are contrived, but I say that knowing that ~oth parties did 17 the same thing, but if you have some purpose in having me lB look at this I'll look at it. 19 MR. BRENNEMAN I I'll put it into the record. 20 THE MASTER I All right, 21 MR, BRENNEMAN I And I'll let it go at that. 22 THE MASTER I Okay. 23 BY MR, BRENNEMAN I 24 0 Mr. Rosevear, I've handed you what's been 26 marked aa Plaintiff's Exhibit 4, and I 'ask if that'a a 24 ,..., 1 document that you prepared indicat ing your monthly income 2 deduotiol'S and IIll.lllthly tlxpensea as of May 6, 2000? 3 A Yes, it is, 4 0 Other than your cOlllpensation from the 5 Commonwealth of Pennsylvania, do you have any other sourCG 6 of income? 7 A JUl.lt the interest that I report on my 8 Federal income tax from my savings account with PSECU, 9 which is about $146.00, 10 0 okay. And is that income noted on your 1999 11 ta~ return? 12 A Yes, it is. 13 0 Okay, Now, you indicated, or the record 14 indicates that you and Paulette separated JUne 11, 1996. 15 From the date of your marriage, did Paulette work outside 16 the home? 17 A Yea, she did. 18 0 What did she do? 19 A Paulette worked as a funeral director for 20 her family's business in Altoona at the Krish Funeral Home, 21 and she has also worked as a teacher's aide, and as a 22 nurse's aide in the Big Springs School District here in 23 Cumberland County. 24 0 Has she worked at any time on a full-time 25 basis prior to separation? 25 ---, ..... 1 A She has not worked full timll, and I failed ~ to . - I omitted that she also worlted at Moyer's Mark u a 3 funeral director also during the early part of our .. marriage. 5 0 The fact that shll did not work full time 6 during your marnage, prior to separation, was thet a 7 subject that was discussed between you two? B A Yes, sir, it was. WI! discussed it multiple 9 times oVl/lr the course of our max'r1age, and initially it was 10 agreed that she would no~ work while we were raising the 11 children. As small babieB a"d all, we felt that it was 12 beneficial to our children's upbringing to have her be a 13 mother at home, a homemaker. 14 0 And did you have further. discussions with 16 her after your children were older? 16 A Yes, I did, I felt that it was important 17 now that the children were older and able to handle la themselves in a school environment and that there would be 19 more time available, that it would be beneficial for us to 20 have her with a full-time job so that we could set aside 21 money for retirement. 22 0 Is that something that she did do, work full 23 time at that point? 24 A No, sir. She sought no full-time. 26 employment. 26 ,,....,, i-":\ 1 Q Did either of you make any contribut ion to 2 the QdUlllltion or training of the other during the marries,,? 3 A Of the other, no. 'l'here Was no 4 contribution for my education nor Paulette's. 5 0 Who did the housework, cleaning, items like 6 that when you two were together? 7 A Paulette did the majority of it, I also 8 assisted in hou~ekeeping and other chores, 9 0 Was that ever an issue, you doing housework 10 or Paulette doing housework? 11 A I was obviously concerned about 12 housekeeping, She is not as neat and meticulous as 13 perhaps I felt she should be, It was typical of her 14 family environment and our household environment that there 16 was often large amounts of newspapers and laundry and so on 16 layi.ng around the house, We would often, when company 17 would come, hide large stacks of materials in clol.lets and lB dressers. 19 Q I want to ask you about your marriage 20 lifestyle. Did you go on vacations, pllrticipate in 21 activities together? 22 A Yes, we did go on vacations, They were 23 infrequent, and I can recollect two major vacations. One 24 was to the White Mountains of New Hampshire, and another 26 one was down to Tennessee to the World's Fair. We 27 '-, "'" 1 routinely did not take family vacations. That was partly 2 a funotion of my job, To take vacations during the summer 3 was somcathing that the Commonweal th did not encourage, and, 4 in faot, we have a restriction on uu of the number of days 5 we can still take during the summer, 6 School years being what they are, I ended up 7 taking a lot of my annual leave at Christmas time, at which 8 time I worked at the house cleaning the house up and 9 preparing for christ~as, 10 0 How about going out to dinner? Did you do 11 that with any frequency? 00 on weekend trips or anything 12 like that? 13 A Trips on weekends often were to go back to 14 Altoona to visit with her fsmily and mine. Trips to 15 Altoona also included trips to enable her to work at the 16 funeral home. We did not routinely go out for dinners. 17 It was a rather frugal environment that we were in lB financially. 19 0 I was going to ask you that ne~t, Other 20 than food, utilities, clothing, what were your spending 21 habits, both of you, with respect to luxury items or other 22 item~ not related to food, clothing expenses, and the like? 23 A We did not spend a great deal of money on 24 ourselves. Paulette often would not purchase items that I 25 felt she should tor her own personal benefit, nor would I, 2B 1 2 3 4 6 6 7 B 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Uniforms were paid for by the Commonwealth for me. We spent our money on our children. Q Did either you or Paulette bring any property into the marriage of any value that you can recall ? Real estate? A No. Q Bank accounts? Invelltmentll? A No, sir, There was no real estate or anything. 'rhe only thing of signifioancQ that I brought inl:o the marriage wall a car. o And that's long gone? A Long gone. Q Do you have any expectation of reoeiving any inheritance? A No, I don't. Everyone else has predeceaaed me in my family line, and I don't anticipate any inheritance. o Have you or Paulette ever owned any real estate during your marriage? A No, we have not owned any real estate. 0 Bear with me for a second. There are a whole number of questionll I don't need to ask at this point, A ' I would like to point out in this budget I prepared 29 .- , r-. 1 THE MASTER I Wait a minute now. I don't 2 want you t~ go on th~ record without reQPonding to a 3 question. 4 BY MR. BRENNEMAN I 5 o Mr, ROQevear 6 THE MASTER I As far as the amount of the 7 marital debt, can you develop a number on that without B getting into all kinds of -. do you have a number showing 9 the total amount of marital debt that he'a paid? 10 MS. JACOBSEN I Po you have that marked as , 11 Exhibit 6 yet? 12 MR, BRENNEMAN I Yea. 13 14 Okay, Thanks. 15 MS, JACOBSEN I Po you have a copy for me? THE MASTER I And if you have a total amount I 16 that's all I really need to know, what you're aaying the 17 total amount of the marital debt is, and how you just -- lB what it was thnt he was paying, 19 MR, BRENNEMAN I What he has paid is late~ on 20 in my outline, but if you don't mind me asking thia off the 21 record now. 22 THE MASTER I Yeah, that's fine. 23 (Whereupon, a discussion was held off the 24 record.) 25 BY MR. BRENNEMAN I 30 ....... 1 Q Mr. Rosevear, I've handed you what's beEn 2 marked as ~laintiff's Exhibit 6, and I'll ask if you oan 3 identify that as a Visa and statement of acoount for the 4 5 II 7 a 9 10 a personal service loan, It was a line of credit that was 11 established that we used to purchase a computer and to 12 cover expenses if we were unable to payoff our cheoking 13 account. 14 15 16 17 18 19 A That's correct. 20 0 Have you paid that loan in full since 21 separation? 22 A Yes, I have, 23 0 The next page there's a reference to L.2 24 auto. Can you explain what that is? 26, PSECU accounts as of thQ end of June 30, 19911? A Yes, that's correct. Q Could you turn to what is the fourth page oe that document, please? Po you see a reference at the bottom of that page? It I.lays L-i-p-s-l loan? A Yeah. That's a loan -. the first loan from Q Was that a loan that was obtained while you were married and before separation? A Yes, it wal.l. Q Am I correct in stating that the balanQe of that loan as of June 30, 1996, wal.l $2,215.53? 31 (j 1 '" That was a loan that was taken out for the 2 purahase of the, Saturn. 3 Q And is that a loan taken out during the time 4 that you were married and before separation? 6 A Yes, it is. 6 Q And as of June 30th, aocording to 7 Plaintiff's Exhibit 5, was the balance due on that'loan B $10,991.91? 9 A Yes, it was. 10 Q And did you pay th~t loan off in f~ll since 11 the date of separation? 12 A Yes, I did. 13 Q The third item, L-l-l, auto loan, what is 14 that? 16 A That's the balance on the Jeep that I had 16 porrowed to purchase. 17 Q And was that money borrowed during the time lB that you were married and prior to separation? 19 A Yes, it was. 20 0 And as of June 30, 1996, was the balance of 21 that loan $896.63? 22 A Yes, it was. 23 0 And did you pa,y off that, loan in full since 24 the date of separation? 25 A Yes, I did. 32 ,-"'. ,.... 1 o Let mlt jump ahead, if. I could, while we'!:lt ;iI talking about 10$ns, Mr, Rosevear, did you $nd your 'wife 3 tako out any 10anB together with respect to either of your 4 daught~rs education? 15 G A lIel.l, I did. Yes, we did. Q I'm ~howing you what's been marked as 7 ,Plaintiff's E~hibit G, and I ask if you can identify that B document? 9 , A I generated this document off of the 10 internet through the Sally May Internet Site aftor Jaruary 11 of last year, and it I.lhows the loans that r have, all of 12 the loans that I've taken on in support of my children's 13 college education. 1~ 0 The page that has -- it's a two sided 15 document, The one that has -- the side marked P-6, I'll 16 call the front. 17 Um-hum. lB A o There is a general loan information section 19 toward the center of that page. Do you see that? A Yes, I do. 0 And to your knowledge, does that accurately set out, the date of the loans that were obtained for purposes of college education? 20 21 22 23 2~ A Yes, it doel.l, 25 o And with respect to the loan obtained on 33 ,'"'" ,"", MR, BRENNEMAN I MS, JACOBSEN I MR. BRENNEMAN I MS. JACOBSEN I '94, is that oorrect? MR, BRENNEMAN I MS, JACOBSEN I 35 '-, 1 A I do understand that, y~s, sir. I 2 understand that at one time -- 3 0 And your wife is not obligated, likewise, to 4 make any contribution. 6 A I understand that, That's reoently changed 6 in the law. At one time we were obligated. 7 Q Okay, Just so we know what we're talking 8 about here, You're showing these simply as an e~pense 9 that you have? You're not asking wife to make any 10 contribution toward these loans? 11 A The initial ones I paid off becaus~ we 12 obligated ourselves 13 0 That would be the '94 14 A That's correct, those two. 15 0 'And that would be around Q7,200.00? 16 MS. JACOBSEN I But I think he said the first 17 was paid before separation, lB MR. BRENNEMAN I He believes before 19 separation. 20 THE MASTER I So which ones did you pay that 21 were incurred during the time you were living together? 22 MR. BRENNEMAN I 03-1, the second one. 23 THE MASTER I 03-1. $3,236.00 was the 24 original amount? 25 MR, BRENNEMAN I Right. 37 "......, ~. 1 'fHE MAS'l'Er< I Okay. 'fh/,lt 'iii the only one? :I THE WITNESS r I'm not certain th,'lt all of 3 that was paid off prior to our separation. 4 MR. BHENNE:MANI He's talking about 03-1, B THr,: WITNESS I Oh, 03-1, yes. 6 Mr<, BRENNE:MANr 'l'hat obviously has not belln. 7 Quit~,trankly, we can't show when it was paid off at this 8 point. 9 THE WITNE:SS I I may be able to if I acoessed 10 the internet. 11 THE MASTER I But your wife did sign as an 12 obligor on the e3,235,00 loan? 13 THE WITNESSI That's my understanding -- 14 reoollection, that we incurred that debt, yes, sir. 15 'fHE MAS'rE:R I Together? 16 THE WITNESS I Yes, 17 THE MASTE:RI And the other, the 4-16-16-1 lB are all your individual obligations? 19 THE WITNESS I Yes, sir. I've taken those on 20 for my daughters. 21 THE MASTERI All right. Thank you. 22 BY MR. BRENNEMAN I 23 Q Mr. Rosevear, I'm calling your attention to 24 Plaintiff's Exhibit 5, the second page. The notation for 25 S-l regular shares, that's a savings account 1 is that 3B 1 ;I 3 4 5 6 7 B 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 '..., Q IQ that also a ~tatement of. aCCOUnt on the PSECU accounts as of July 31, 1996? A Yes, it is, Q I call your attention to that savings account that you had previously identified in Plaintiff's Exhibit 5, and I ask if there was a tran~fer from that account of $10,OOO,00? MS. JACOBSEN I We will ~tipulate that she took the ten thousand out. BY MR. BRENNEMAN I o I'm asking you if there was a tran~fer from that account of $10,000.00? A Yes, th,iIt'e was, o Okay. Now, Mr. Rosevear, are you familiar with that $10,000.00 sum of money, what that was and where it came from? A I'm familiar with the $10,000.00 plus an additional $12,000.00 tryat Paulette had in the house, and at my urging, I urged her to place it into an account to allow it to grow interest. o Now, when you said that ~he had it in the house, are you saying this was cash? A That's correct. o And you say it was $10,000.00 plus an additional $12,OOO.00? 40 1 :2 3 4 6 6 7 B 9 10 11 12 13 14 16 16 17 18 19 20 21 22 23 24 25 .'.'., A Yes, sir. Q And do you recall the time period when she had thb cash? A She received this cash in either late fall of '95 or the spring of '96. 'I believe it was late fall of '9130 Q Did you have any discussion with her about that cash or have any knowledge of what she did with any of that cl\lh? A Well, sOnle of the money was used to pay of f ,some of our bills. We had debts that we were trying to payoff, and she us~d .. we used some of that money to do that. I was concerned that this money would not be used for anything of any significance, and was continuing to be trickled away, and I suggested that we put the money into a bank account where it could grow interest and we could use it for something of value sometime in the future, perhaps land or a house. Q Where did she get this cash? A She received the money from her brother. o Are you aware of her at any time getting any other mO,neys from her brother during the course of your marriage? A From her brother and her father, she 41 ,--.\ 1 th~ money into the account? ~ THE WITNESS I .-. I would have to speculate 3 that, I don't have any facts, but I would say sometime 6 THE MASTER I 4 probably in the spring of '915 I late winter, early spring, 5 January, February. Well, the time that she puts 7 it in can be significant becau~e if it was just a run 8 through of the account, the money retains it's nonmarital 9 character. If the money was in the uccount and considered 10 as a marital asset, then, of course, it's subject to 11 distribution. So if she put the money into the account 12 and left it there, and it was used as a marital asset, then 13 it's marital funds, but you think she put the money in 14 sometime a few months before she took it out? 17 18 19 20 21 22 23 24 THE WITNESS I THE MASTER I from an inheritance? THE WITNESS I THE MASTER I from your earnings? THE WITNESS I THE MASTER I BY MR. BRENNEMAN I I don't know. It's not your contribution No, sir. Okay. Q Mr. Rosevear, did you have savings bonds 25 issued through your employment while you were married? 43 ....., 1 A WIil purchaslld savingll bonds through my 2 employment, yes, si~. 3 0 Okay. I think this is PHS. I'm showing ~ you what's been marked as Plaintiff's E~hibit B, and I'll 5 ask if you can identify that as your joint 1996 Federal 6 inoome t.~ return? 7 A Yes, it is, B Q Now, did there come a time when you cashed !) in oertain bonds? 10 A Yes, Shortly after. I separated from 11 Paulette, I cashed in all of the bonds in my possession 12 and used those for personal use, as well as for my 13 daughters education, 14 0 And the interest on those bonds, is that 15 reported on form B-B-1-6 on Plaintiff's E~hibit 9? 16 A Yes, it is. 17 0 Now, when you I.laid you cashed in all of the 18 bonds in your possesl.lion, form R-B-1-5 notes total proceeds 19 of bonds after 19B9 of a value or an amount of $6,613.44. 20 Poes that figure represent the sum of all of the proceeds 21 received from cashing in all of the bonds that you had? 22 A Yes, sir. 23 0 Were there any other bonds that you had 24 other than the ones you cashed in in 1996? 25 A No, sir. 44 r..., ,'-' '- 1 o And, again, what did you do with the 2 proceeds of the bonds that were cashed in in 1996 after 3 separation? 4 A I utili~ed appro~imately ~l,BOO.OO of it to 6 payoff what I owed for hearing aids above what the 6 Commonwealth would pay, I used anothe~ $450.00 of it for 7 vehicle repairs, and another ~400.00 for furnishings for 8 the apartment that I moved into, and another $400.00 for 9 payments of rent. The balance then, approximately 10 ~2,560.00, was used to help pay for my daughter's 11 education. 12 MR, BRENNEMAN I Okay. I offer into 13 evidence Plaintiff'l.l Exhibits 1 through 8, 14 THE MASTER I Any objection? MS, JACOBSEN I Well, I have a little bit of 15 16 a problem with Exhibit 6 because there'S no date on it. 17 There's no indication on it. There'S nothing on this that lB shows -- other than the fact that it's that there are 19 some loans with the name of Elizabeth and Jessica on the 20 front of it that has any connection at all, that I can see, 21 with this matter. I would So I have a bit of a problem. 22 object to this. 23 MR. BRENNEMAN I Is it to authenticity or 24 relevance or both? 25 MS. JACOBSEN. I guess it's to its probative 45 """ /""" 1 appliad will be det~rmined at another date. ~ Now, Mr, Brenneman had offered his e~hibits, I 3 and Miss Jacobsen had objacted to E~hibit 6. 4 MS. JACOBSEN I That's correct. 5 THE MASTER I We will leave that objection 6 stand, and I will not admit that exhibit at this time until 7 it is determined the status of the loans, and then we'll B revisit that issue again. The other exhibits are 9 admittfld. 10 (Whereupon, Plaintiff's Exhibits 1, 2, 3, 4, U' 5,7, IInd 8 wlIre admitted.l 12 (Whereupon, a discussion was held off the 13 record,) 14 BY MR. BRENNEMAN I 15 0 Mr. Rosevear, I'm I.lhowing you what's been 16 marked as plaintiff's Exhibit 9, which is a two page 17 document, Vil.la Statement of Account. Do you see that lB item? 19 A Yes, I do. 20 0 And il.l that an account identifying on the' 21 first page Paulette Rosevear? 22 A That's correct. 23 0 And turn to the second page, please. ,That 24 shows a savings and checking account under her name with 25 you as a joint owner, is that correct? 47 -, /'u, 1 A That's correot. :I Q A.nd the balonce aa of May 31 ontho1t aocount 3 is $l,BBO.33, is that correot? 4 A That's correct. ,5 Q And that was for savingsl is that right? 6 A That's correct. 7 0 And as of May 31 the balance of the checking 8 aocount is $456.01, is that correct? 9 A That's correct. 10 0 You recall your earlier teotimony a~out 11 various accounts I is that right? 12 A Yos, I think I do. 13 o Mr, Rosevear, these two accounts, the 14 checking and the savings a~counts as depicted on Exhibit 9, 15 seoond page, were those accounts that you in any way dealt 16 with, handled, withdrew from, or deposited into after the 17 date of separation? 18 A I did not. 19 0 Now, do you recall testifying about ' 20 Plaintiff's Exhibit 6? 21 A Yes, 22 0 Since the adjournment from lunch have yo,u 23 had an opportunity to review Plaintiff's Exhibit 6 and 24 re.review Plaintiff's Exhibit 7? 26 A Say the last part again. 48 ,''''''' 1 Q A Q And re-review Plaintiff's E~hibit 7? 2 Yes, I have. 3 First X want to call your attention to 4 Plainti~f's Exhibit 6, Thet'e was a loan indicated at the 6 top Qn the page with an exhibit designation of 01-1. That 6 indicatos a date of loan, does it not, of January 21, 1994? 7 A Ye~, it does, 8 o I want you to go to the bottom on that SAme 9 face of the page making reference to 01-1. 10 A Under loan status 01-1 has next to it 11 indicated PIF, which I believe -- 12 THE MASTER I Excuse me. Ber.ore you 13 continue, could I have a copy of that? I don't know what 14 happened to my copy of that document, and I wallt to follow 15 along. What are we looking at here? 16 BY MR. BRI!:NNEMANI 17 o We first identified or made reference to lB loan 01-1, and the date of that loan. He's now looking at 19 loan status on that form at the bottom with respect to loan 20 01-1, and what is the indication on that loan? 21 A It has next to it PIF, which I take to 22 understand paid in full by the borrower, and the current 23 status date of that paid in full account was November the 24 Bth, 1998. So I paid this off after I separated. 25 Q Now, the loan 03-1, toward the middle of the 49 " I I I i I' t""'l r. 1 P498, has a dQt~ of loan of November 3, 19941 is that ~ correot? l '" 'rhat '" r.:orrlSct. 4 0 Now, is it your understanding that both y~u 5 4nd Paulette are obligated under both of those tWo loans, 6 01-1 and 03-1? 7 A Yes, it is. B 0 I'm calling your attention to Plaintiff's 9 llJ~h1bit 7, which h03s various accountl.l s~atement . - excuse 10 me I which is a statement of account, the third page of that 11 document. 'rhe third page of Exhibit 7, and first we can l2 identify that as an accoUnt statement from PSECU, is that 13 correct? 14 A That's correct. 15 0 At the notation on the top of E~hibit 7, 16 third page, there is an indication of a preauthorized 17 withdrawal 1 is that right? lB 19 20 for? 21 'l'hat's correct. A Q And do you know what that withdrawal was A Yes, sir. That's for tho loans that I had 22 incurred on behalf of'my daughters. We just discussed 23 loan 01-1 and 03-1. 24 o You had indicated earlier that each loan 25 payment on each loan was approximately $50,00, is that 50 ''1 ",-. 1 con'ect? 2 A ThBt's correct. 3 Q And does this withdrawal indioated July 1, 4 1996, indicate a payment on those two loans, 01-1 &nd 03-1? 5 A Yes, it does. 6 0 And were there continued withdrawals on 8 7 monthly basis from your account in payment of those loans 8 until such time as the first loan was paid off in November 9 of 199B? 10 A Yes. 11 0 Now, Mr. Rosevear, did you have the 12 opportunity to check with the benefits provider of your 13 employer concerning the availability of COBRA continuation 14 benefits and the cost of those benefits f~r one individual? 16 A Yes, I did, After extensive efforts, I 16 checked with my personnel office of region, and been 17 referred to PEBTF, and reading through the manual that they 18 provide for benefits, I called the toll free number on 19 April the 19th of this year, and asked for them to provide 20 me with a written statement of their rates for a COBRA 21 benefit package for Paulette. 22 They indicated they would not send one to 23 me, but that they would give me a dollar value for the 24 basic coverage and the extended coverage over the phone, 25 and indicated that on page 102 of that publication was the 51 i"'"'\ r 1 instructions for Paulette to contact paT' to extend the 2 COBRA benefits. She must do that within 60 days, 3 0 Mr. Rosevear, the figures that you were 4 given, did you record those on this document which I have 5 marked Plaintiff's Exhibit 10? 6 A Yes, I did. 7 0 And to your knowledge are those accurate and B cQrrect figures as reported to you by a reprQsentative of 9 P8BTF? 10 A Yes, it is. 11 Q And the basic coverage is $160.41 per month, 12 is that correct? 13 A ~es, 14 Q That's Blue Cross Blue Shield and major 15 medical coveragel is that right? 16 A That's correct. 17 Q And an extended coverage option is prov~ded lB for an additional $60.23 a month for vision, dental, 19 prescription, and hearing, is that correct? 20 A Yes. 21 0 Mr, Rosevear, you heard - - or at some point 22 in time there is some discussion, it may have been off the 23 record, concerning the calculation of your original support 24 obligation in 1996, I want you to recall the events of 25 that Domestic Relations Office conference. Was there any 52 '. ,"'""' r. 1 agreement, to yoUr ~eoollection, reached ae to you paying 2 joint debt or marital debt in lieu of a reduotion of II 3 Bupport of the amoUnt of support to pay to Paulo~te? 4 A No, ~here was not, 6 Q Could you deRcribe to Mr. Elicker what your 6 recollection or: that meeting was? 7 A Yes, sir, My recollection, and obviously B it was clouded by tho emotions at the time after our off 9 the record discuasion, I reoall the following events 10 occurred. We sat down with the hearing of ficer, and aftltr 11 looking over our income statements and so on he came up 12 with a figure. That figure was a figure of $BOO,OO per 13 month. We discussed that privately, both partiee, and 14 came back in. I was in agreement with that after being 16 advised by my attorney to accept it, and I did so. 16 Paulette and her attorney were not in 17 agreement with that, and the hearing officer did not, to my lB recollection, sit down and do any additional calculationl.l, 19 However, I did agree to that amount of $BOO.OO a month with 20 the understanding that I would continue to pay two items. 21 One of those was the phone bill for Paulette at that 22 residence as long al.l the long distance phone calls did not 23 accede $60,00, I believe, and the other bill that I agreltd 24 to continue to pay was the car insurance on the Saturn, and 25 I continued to pay that car insurance, and I continued to 53 1'1 ...-' 1 spreadshe~t for the Master's use and for their clients to 2 help determine the value of the marital ostate, and also 3 any existing credit for debts that husband may be entitled 4 to receive as a result of payment of marital debt after 6 separation. 6 2, With the American Funds Account, counsel 7 are going to determine Bn interest factor to be used to B update the marital portion of that account to the present. 9 3. With respect to the PSECU accounts, 10 016642103B savingl.l and checking, counsel are going to 11 determine who has those funds so that the Master knows how 12 they should be allocated and what the source of those funds 13 were at the time they were placed into the accounts. 14 4. With respect to the 19BB Jeep Wagoneer, 15 counsel are going to continue to attempt to arrive at a 16 value, Mr. Rosevear indicated that he traded in that 17 vehicle, and we are going to have him produce his trade-in lB transaction documents to show the amount of money that he 19 received on that trade-in, which will help the Master to 20 determine a value for that vehicle. 21 Presently the parties values on the vehicle 22 are so disparited that the values are not helpful to the 23 Master in arriv,ing at a value for equitable distribution. 24 5. With respect to the college loans, 25 counsel are going to attempt to determine what loans were 55 ,-.., ,- 1 joint obligations, and out of those joint loans what amount 2 of ,"oney Mr. Rosevear paid sinoe the date of separation and 3 what exists to be paid on those loans so that an 4 appropriate credit can be applied to Mr. Rosevear for 6 a~Dumption of that debt. 6 6. Mr. Rosevear post separation mad~ 7 payment on account of other marital obligations, and B counsel should prepare a summary of what he paid on those 9 debts since separation, what, if any, remains to be paid on 10 those debts, which he will assume so that an appropriate 11 credit can be given to him for assumption of those marital 12 obligations, 13 7. Mr. Rosevear will give to wif.e and her 14 counsel an author hat ion to inquire of his employer the 15 costs of the COBRA ben~fit to wife upon the divorce so that 16 wife can continue the benefits with husband's employer. 17 8, Counsel are also going to do the lB computation once they determine the status of the bank 19 accounts using an interest factor of 3 percent. Counsel 20 are also going to use an inte~est factor and do th~ 21 computation for wife's Public Employees Retirement Account, 22 and husband's Pennsylvania Deferred Compensation Account. 23 The intere/Jt factor on wife's account is 4 percent, and the 24 interest factor on husband's account is 23 percent. 25 9. With respect to the bonds, husband has 56 ""'" --- 1 provided a value that he received when he calJhed in the 2 bonds of $6,613.44. It is the Muster's understanding that 3 wife believes additional bonds existed that have not been 4 account ad for in these proceeding5, 6 Wife will have an opportunity to make 6 th$ appropriate inquiry to the bond registry in West 7 Virginia to determine ,)11 of the bonds in the names of the 8 parties or in husb..nd's name or. wife's name, so that we oan 9 account for all of the bondl.l that the parties may h4ve 10 owned either singly or jointly, 11 Mr, Rosevear will give wife an 12 authori~ation to make an appropriate inqui/."y in the event 13 that she needs to inquire about bonds solely in husband's 14 name. 16 (Whereupon, a discussion was held off the 16 record.) 17 10, With respect to the allegation that the 18 parties owe one Stanley Krish, he should provide to 19 husband'S counsel any loan documents which he has and which 20 he claims verifies the existence of an obligation of the 21 parties with regard to moneys that he lent the pa/."ties to 22 repair a vehicle. 23 11, There is an allegation that Prudential 24 policy P42324985 was wife's policy prior to marriage, and 25 that all premiums paid during the marriage were paid by 57 IN \ llm Ii,;., fj1j~'>Y Jfr.l> 'r~V1'\\H' :P{>\\\\fL~/t, rnQ ~ Y1cJ(/l'It;fyJ) ~ftj()OMlr "\1'- I IN '1'111'; COLI WI' oJ" COMMON I',.~;^r; IW ClIMlll,IlI,AN/l COUN'I'Y, I'J-:NNH Y INAN I A CIVI\. AC'I'ION - I.AW NO. CIIIJ'~'~)~CIVll' 19 IN IHVonel'; STATUS SIIBB'l' f)A'fEI AC'l'IVl1'n~SI ~~.' ~~'jhr~-'.lll~~l~ .~4b ~..H~1L\rl'-1'14-Th'-"1 rfJ:.~~JI1'(L~t- q', ~tdlL1Jf. 1)1 JU:J:!il ,(" 'tfdr~f1h)'j(L_ff/.\t~J1"[--h"I, 1~6 Q, r ( .,) :.~ ~ .v}1 . ....J,. t1~.,~l!r,,, (..1.."",.., . '''I',,,,,,,lt7i '~~'W' _, (Ii (.' .I1.,..'/ftt.:.;.~:!.L" --ur .~ALr.;'.Gj_J.,"1 "'.6~.Y!:L.:: ~~:~:, "dd:....,/ , ___.... /,: ",' ",~ 1/" I' '~"" '. (., ..1J, /, , '/''''7 (h ~'( 1''' .' 1,/ " "" I" ('" " ..,. ,. . t)_~..,~t.~ /':':'.:'."~.L''''':'...I;-tl:l' ....--.1.!.c-:...!!.:....c..f1.:.1.'---'~.:J-:-JCi.. (' , r II . I '<"" "f,. .., . (', " I l' I,' . I" f" '." <I J, l.. .,. ..'" '" I", 'u .... 'II'. .' ". 'I ( (..J.. "; ...ql, 1(1/1 /1'/11, ''''~.I/'''I (~!}-t:'I..dC'I.I/ ':,;------.. ~r H6yMlFta'2"~ .... (~r~ry~2~~5' .2-100- . ,? .t! Af.A-~~~~ ~~;.",~a<0-.5-...lklb , t{-, .I"l~~.,\.. ,J '/1 ..~ ,,I /. ,r~r.:/,. -,... " 1,I':r ,,/j..... '\('L("''''' .,1, ,.1..., I ",..1 ......_. _ ____ _ ..... , (. ...._......___............ . '.n . .._._....__._...h__..___.... B/7/00 Hearing scheduled for 02c2mbpr 5. 2000. at geOO a.m, ~\f~~/bD-- ---- '~1 f;i.-' ~/6,'bobY1hv\v~. ~~T1iJ / ~~~~I,:..ooa'Ik'~4crJ~~ ~ . 0'''01 0' DIVOROI MAITI" CUMIIEf1lANtJ COlJN' Y COllIn OF COMMON f'l~Ml o North Hnnoyur Struut enrUslu,I'A 17013 (717) 240.6536 I. RDM" IlIak.r, II Dlvorc. MIII.t Traal "D Oolv.r Oflle. Manag.r/R,polla, w.., 'hare 697.0(171 e.I.6635 Hsy 17 I 1999 Keith o. Brenneman, Esquire SNELBAKER, BRENNEMAN , SPARE P.O. Box 3lB 44 West Main Street Mechaniosburg, PA 17055 Andrea C. Jaoobsen Attorney at Law JACOBSEN , HILKES 52 East Main Street carlisle, AP 17013 REI William E. Rosevear vs. Paulette M. Roseve~r No. 96 - 4253 civil In Divorce Dear Hr. Brenneman and Ms. Jacobsenl By order of Court of President Judge George E. Hotfer dated May 12, 1999, the fUll-time Master has been appointed in the above referenoed divorce prooeedings. A divoroe oomplaint was filed on July 26, 1996, raising grounds for divorce of irretrievable breakdown of the marriage. No eoonomio olaims were raised in the complaint. On August 12, 1996, the Defendant filed an answer and oounterolaim and in the oounterclaim raised the economio issues of equitable distribution, alimony, alimony pendente lite, and counsel fees and expenses. The Plaintiff filed an affidavit under Section 3301(d) on March 5, 1999, averring that the parties have been separated for a period in excess of two years, sinoe June 11, 1996. I am going to proceed on the assumption that grounds for divorce are not an issue. Based on that assumption, I am directing each counsel to file a pre-trial statemsnt in accordance with P.R.C.P. 1920.33(b) on or before Friday, June lB, 1999. Upon receipt of the pre-trial statements, I will immediately schedule a pre-hearing conference with counsel to WILLIAM E. ROSl!lVEAR1 I IN THE COURT OF COMMON PLEAS OF Plaint: rt I CUMBERLAND COUNTY, PENNSYLVANIA I VS. I CIVIL ACTION - LAW I I NO. 96 - 4~!53 CIVIL PAULETTE M. ROSEVEAR, I Detendant I IN DIVORCE NOTICE OF PRE-HEARING CONFERENCE TOI Keith O. Brenneman Andrea C. Jacobsen , Counsel tor Plaintitt , Counsel tor Detendant: A pre-hearing conterence has been schedUled at the ottice ot the Divorce Master, 9 North Hanover street, carlisle, PenneYlvonia, on the 25th day of october, 1999, at 9130 a.m., at which time we will review the pre-trial statements previously tiled by counsel, define issues, identify witnesses, explore the poseibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Noticel 6/24/99 E. Robert Elicker, II Divorce Master MI', IIl'el1l1elllul1ul1d MN, JuellhNel1, Allul'lle)'N III Luw 14 Murch 20001 (Iuye 2 UINll wllll1111 he uhle Illllllpl'llVe her Il1cullle NhuUllllll whel'euN hUNllIl1lll. UN UI1 CllIplll)'CC Ill' Ihc CllllllIIUI1Wcuhh llfl'eI1IlN)'lvUl1lu. wlllllluNIIII\el)' eUlllll1ue III gel 1I1CI'eUNCS 111 hlN Il1eullle. I hlNhullllulsu hllN Ihc hel1elh of huvll1g hllllNlug Ill'llvlde<llhl'llugh his pusltllll1 UN U purk lIIullIll!er ul1d hUN UIlUUIIl11111hlle ulI,)\\'ul1ce UN well. A review Ill' Ihe ussel sllUUlluu wlluldlcud Ille Iu hellcve 111111 we Nhould duu dcfel'red dlNll'lhllllun wllh reNpecllo Ihe penslol1, 1I1ld 1,10 l1ut helleve ehhel' coul1Nelure 111 UllpllNhllln tutlHlllllelhudlll' reslllulllln, The INsue. therclilre. I'cvulves urlluud the percelllugc Ill' dlslrlhullulllhul cuch pllrly NhllUld receive frUllllhe 111111'11111 eNlute, Wlli: hUN Pl'upuNcd u (,O'Yo, dlstrlhullul1III lJer Ill' Ihe l1H1rltul PUrllllllllf Ihe pel1NIIlI1. which I do 110t thlllk IN Ul1reUNlll1uhlc, I wlluld, huwever, like C'llll1SellllUddrcsN huw the)' Il1tel1d 10 pruvlde for Ihe Nurvlvor bCllelllllplllll1lill' wlli: UIl" WhClhcl' or 1101lhel'e IN U vuluc IhuI l1eedN 10 bc uNcrlhe,lto Ihul hellclltlill' pllrpuscN 1ll'eLjullUhle ,IiNtl'lbulllll1, AINo,lfthc survivor bCl1elltllptllluls seleclcd there will be II CllNlli,r IhuI optlllU which will reducc Ihe UIllOUI1I11flhe 1ll0111hl)' beuelll. Aller eUIlNlderll1g thoNe IsslleN I do uot thll1k thutthc 60% request h)' wife Illr the dlslrlbulllll1l11 hcr Ill' the 111011lhl)' heuellt OI1U deferred bllNIN IN ullreusuuuhle, That leuveN us with the Issue regurdlug the huluuce of the l11urilul eNtulc ul1d the pereel1luge of dlstribulion. Olle wu)' to upprouch Ihullssue Is to use U 65% dlNlrlbullonto wife but ullow hushulldlllllse his vulue for wlli:'s vehlde lit $5,000,00 1I11d to ellmll1Ule frollllhe eOl1siderullol1ln the debl colunllllhc "loull" from Slllllle)' Krlsh, COIlNlderll1g un Il1creuse Inlhe vulue ofwitc's vehide 1II1l1 elll11illutll1g Ihe debl to Stullle)' Krlsh. Ihe 10% dlflcrel1ce In the perccl1tllge of distribulion will 1101 bc suhSllllltlul ullowlllg tlllllthc l11urllul CNtUtC, ubNcnllhc pellsion. is 1101 In excess of$45,OOO,()(), Of co urse. I he othcr wu)' 10 upprouch II would hc to use the vulue ussigned b)' wlfc lor thc vehldc ul1d ullow thc dcbtuud thcll rcducc hcr pcrcentuge of distrlblllion by 5% or 1110rc, If we huvc u hellring onthc ussel vuluuliollund Ihe debt, then I will need to huvc teslilllony on thc vuluc ofwili:'s vehidc und thc slulus of this ulleged loull frolll Slul1lc)' Krish, Olherwisc, ituppeurs lIS if the olher ussct vulues huvc becn resolvcd bctwccn coullsclund lhc)' cun bc sllpululCd to, Looking lit Ihe ulilllony prllposul, iluppeurs us if coullsclure in subslullliul ugl'ccmcnt whh contilluing thc ulillllln)' huscd 011 the cun'Cl11 sllpporlguldclll1es und hUNbund picking up Ihe cosl ofwlfi:'s COBRA hel1cllllor Ihrec )'eurs. Ms, Jocobscn rnukcs the urgulllent thut we nced 10 prutecl wilc in the presel1t distribution becuusc ofthc tcrlllinutiol1 oflhul COI3RA benCnl followlllg thrcc )'eurs, M)' unswcr 10 1l1lllurgUntenlls thuI when thuI hcnelil is no longcr uvulluhlc und is nol being puid hy husbul1d Ihenlhat would be uuuppruprlute time lor cllunsclto peliliol1the Court 10 revicw Ihe ulimony uwurd, I UI1l110lgoillg to suggesl In illY recolllll1el1dlllioll thulllook utlhe future threc ycurs frollll1o'.V 10 tuke in 10 IICcoul1tlhe loss oflhul hCl1eli1. The ublllly lor the partlcs 10 v, IN TilE COURT OF COMMON Pl,SAS OF CUMPBRtAND COUNTY, PBNNSY~VANIA NO. 96. 4253 Wll.LIAM I!. IWSEVUAlt I'AULU11'U M, IWSUVEAR CIVIl. AC'I'lON " I.AW IN III VO IlC I.; 0111>1311 ANI> NO'1'lCa SWI"l'INCJ lIaAIIINCJ '1'01 Williom E, Rosl:vcor . Plointiff Kl:llh 0, IlrcnncflIon , Counsel tor Plointiff l)oull:l\l: M, Itoscvcur , Defendant Curol J. L1ndsoy , Counsel for Defendant You ore directed to appear for 0 haaring to take testimony on the outstanding issues in the above captioned divorce proceedings ot the Office of the Divorco Master, 9 North llanovQr Street. Ctlrl1l.l).e, Pcnnsylv/lnia on the IIlIIL..._......_____. dllY <If ....J)ccl:m~~r.._.._ 2001 al ,1l:0~___....._..... ".III.. lit which placo and t~nc you will be given the opportunity to prosent' witnesses Bnd axhibits in support of your case. Presidant Judge ,Date of Order and Notice I 9/10/01 BYI Divorce Mas ter IF YOU DO NOT lIAVJ;: A TELEPHONE THE OFFICE GET LEGAt HELP. ~AWYER OR CANNOT AFFORD ONE, GO TO OR SE'l' FORTIl BELOW TO FINO OUT WIlERE YOU CAN CUMLlP.HI.ANI> COUNTY BAR ASSOC I M'I (IN ~ I.IIlI';Il'I'Y AVENUE CAIIJ.I~;J.E. I'A 17011 'I'1-:J.1':i'lIoNF 1'11'1) ~4'J..III", v, I lN 'I'IIE COUIl'I' O~' COMMON I'/..t::Al:l 01" I CUMl:lER~AND OOUNTY, P~NNl:lV~VANIA I I NO. 96 . 42~3 I I CIVI~ AenoN . LAW I I IN DIVORCE WILI.IAM I!, ROSEV~AR l'AULI!11'1! M, ROSEVEAR OJU>I!:R AND NOTIC! .mn:rING t1BARING '1'01 Wllllllm J!, Roscvellr Plaintiff , Kcllh 0, Brennl!Jlllln , Counslll for Plaint:iff PllulcUc M, Rosevear DIl fendan t , AndreI C. Jacobsen I counsel for Pefendant You ore dir~cted to appear for 0 hearing to toke testimony on the outstanding issues in thq above captioned divorce proceedings (It thl3 Office of thl! Divorcu Moster, 9 North IIllnover streut, Carlllll.." l'onnsylvani.<\ 011 tho ___._.J.!!L______~_. day , '.If _..!unc_____._.. 2001 at _9:o.Q___ ____.____ 1l.1I1., at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case. · ,Vi" , "Q" President JUdge Dote of Orde~ end Notiqe I 4/10/01 BYI Divorce Mester II' YOU DO NOT HAVE A "AWYER OR CAN NO'!' A[-'FORD ON~, GO '1'0 OR TELEPHONB 'l'HE OFFICE SE'!' FORTH BELOW '1'0 nNP OUT WHERE YOU CAN GE'!' LEGAL HELP. CIJMllP.f1I.AND COUNTY IlAll A[;S()C I A'!' lON 2 r.rrn:HTY ^VENUE C^IH.li1I.E. I'^ \'1011 Ti-:I,I';PIIONI-; (III) ,1-1'1-.11 (,f, WILLIAM E. ~OSEVEAR, Plaintiff vs. 1 IN THI COURT OF COMMON ~L.AB OF 1 CUMBIRLAND COUNTY, ~BNNBYLVANIA 1 1 NO. 96 - 4253 1 1 CIVIL ACTION - LAW 1 1 IN DIVORCE PAULETTE M. ROSEVEAR, Defendant ORDER AND NOTICE SETTING HEARING TOI William E. ~oseveor , Plaintiff Keith o. Brenneman , Counsel for Plaintiff Pa'Jle t te M. Rosevear , Defendant Andrea C. Jacobsen , Counsel for Defendant You are directed to appear for a hearing to take testimony on the outstonding issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania on the 5th day of December , 2000, at 9cOO _ a.m., at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case. , · 11'" I,:~" """"""'" Date of Order and Noticel 8/7/00 BYI Divorce Master IF YOU 00 NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FINO OUT WHE~E YOU CAN GET LEGAL HELP. CUMI3ERJ.ANO COUNTY BAil ASSOCIA'l'10N 2 LIDEIlTY "VENUE eMU.ISLE. 1'/\ 170Ll 'l'EI.EI'1I0NE (717) ~49-]16(, WILLIAM E, ROSlWEAR v, MULE,.,.!! M, ROSEVEAlt IN 'I'HE COURT O~' COMMON PLEAS O~. CUMBERLAND COUNTY, PENNSYLVANIA NO. 96 . 4253 CIVI~ ACTION - LAW IN PIVOIlCE ORD"R 1~~C~b;PH!tpa~~WWJl9IBAnING '1'01 WIlliam E, ROHeveur , I'laintHf Keith 0, llrellllell1all , Counllel for PlaintiH Iluulellll M ROHcwur , llafendant Andrea C. JacobHCII I Counsel for Osfendant You are directed to appear for a hearing to take tastimony on the outstanding issues in the above captioned divorce procaedin9s at the Offica of tha Divorce Master, 9 North Hanovar l:ltreet, Cl.lrlisl<l, Ponnsylvania Oil the ______.J.01h.. .__ <IllY of _-AprlL_______, 2001 at ___!tllll._.__..___ a.m., ,1t which place and time you will be given the opportunity to present witnesses and e~hibits in support of your case. I /. t e,.1:rt, ,1 ~ l-~ r9k'r::. IfOff1r, President Judge Date of Order. and Notice t 12I5/lJlJ aye Divorce Master IF YOU DO NOT HAVE A TELEPHONE THE OFPICE GET LEGAL IJEf,P. , ~AwVER OR CANNOT APFORO ONE, GO TO OR BET FORTH BELOW '1'0 FIND au'!' WHERE YOU CAN CUMHI'ilI,^NI> COUNTY Il^,l MlHOC I AT IrlN ;1 1.1I1r-:1l'I'Y AVENUE CAIII./HI.r-:. "A 17lll,\ Tr':I.I-:J>III)NI-: ('/1 '/) ).1') - \ I h" WILLIAM E, ROSEVEAR. Plaintiff : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Y. . . : NO. 96-4253 : CIVIL ACTION - LAW : IN DIVORCE PAULETTE M, ROSEVEAR Defendant DEFENDANT'S PROPOSED RESOLUTION OF ECONOMIC ISSUES UNDER PA RCP 1920.33(b) PAULETTE M. ROSEVEAR, by her undersigned counsel submits this proposed resolution of the economic Issues raised In this mallsI' pursuant to PaRC,P. 1920,33(b)(11). DISTRIBUTION OF MARITAL ASSETS AND DEBTS: PA SERS Account: Wife proposes deferred distribution of !tIe marital portJon of Husband's PA Stete Employees Retirement System Account through the entry of a court order granting Wife 60% of the value and Husband the 40% balance, Wife has little In the nature of retirement prospects. At her current age, with serious hsalth problems and minimal Income, she has no opportunity for retirement sovlngs, In the future, she will havs only a minimal Social Security benefit - bassd either on her own minimal earnings or her spousal half share of Husband's account, and a negligible Public School Employees Retirement benefit. She Is presently dependent upon Husband's support, and will continue to depend on alimony from him after the divorce. Upon his retirement, her alimony Income Is likely to be greatly reduced. In the event that Husband should predecease Wife, It will terminate, The grant of a slgnlficent share of the pension Is necessary to protect Wife against such events, The reduction to Husband's share Is squltable given his considerable non-marital share of the State pension, acquired primarily In his high aarnlng years slnca the parties' separation In 1996. Unlike Wife. during the coming years Husband will have the conlinulng opportunity to further Increase the non-marital share of his retirement benefits mitigating the effect upon him of the proposed distribution to Wife, Propo..d dlltrlbutlon 0' ....t.t Wife: Husband: Net Amounl Due: $45,121.88 $15,'.il06.70 Less Assets received: ($20,439.07) ($58,767.21) Plus Credit for debts pald/assumed:__Ji2,789.2L, _....-$t5.388..43 O..h AdJultm.nt to/from: 127,472.08 (127,472.08) The high percentage to Wife Is warranted In this case under all tha relevant factors Including most ImportanUy the hoallh concerns of Wife, tha age of the parties, the InCf,lme cf Husband, and the factlhal Husband has Iha opportunity to Increase his assets In tha future, while Wife realistically does not. For the purpOS\l of Ihls seltlem\lnt proposal, Wife will concade that the $10,000 distribution that sha received from her father's estate was converted to marital property when she pia cad It In a jolnUy titled account. This Is the largest non-retirement assel In the marital estate. The dlslrlbuUon to Wife of a large psrcentage of the marital astate rscognlzes her currant health condlUon, and IImltlld Income, and earning capaclly; It also produces the equitable result that the $10,000, understood by Wife to be her separate funds, will be awarded primarily to Wife. As Husband's proposal renects, a significant future concern for Wife will be her ability to pay for her future heallh care costs. At Ihe present time. the Insurance benents Wife receives through Husband's employers ere extremely valuable. She Is able to purchase her prascrlptlon medications, which would cost her approximately $1,000 per month wllhoutlnsurance, for an out of pocket cost of $25. Husband offers a fair and realistic solution for the three years post divorce during which Wife Is entitled to continuation of her health Insurance coverage under tha COBRA statute. It Is thareafter that Wife will face a problem - complicated by the fact that even If she were abla to afford the cost of coverage, Wife may have trouble obtaining adequate Insurance given her pre-existing Multiple Sclerosis, and arthritis. It Is with the thought of her post COBRA, pre-retirement, pre Medicare medlr;:al needs In mind thet Wife proposes that she be awarded a cash adjustment for the net volue of her mertlel esset shere, Wife hes virtually no reserves thel she can realistically put aslda to fund currant emergencies, such as the noed for a new car, much less for her future medical costs. The plJrtles have stipulated thet upon the advice of her treating neurologist, Wife works less than full time. Because she Is not a full limo employee, Wife Is not even eligible to purchase health coverage through the school district where she Is employed. Moreover, she recalves no paid leave, and when she feels the need to take a day off to rest, she facall her very tight budgtilt and the faot that she will lose har wages for the day. As set forth below, Wife seeks an award of counsel fees and costs In this mailer. Neither the marital property In Wife's title or possession, nor her non-marital assets provide a sourca for payment of her counsel fees Incurred In this mailer. A present cash distribution to Wife will also enable her to pay a share of those fees. ALIMONY Wife proposes an Indefinite modifiable alimony award In an amount based on the ourrent support guidelines, subject to modification In the event of a change In clrcumstancas of the parties. I HEALTH INSURANCE Wife proposes that Husband pay the monthly charge due necassary for conllnuatlon of her health care benefits as available to her under COBRA for such period of time as the benefits are available to Wife, or UlltII such time as Wife may otherwise become eligible for equivalent benefits. 1"- I, ,! ,I " I, , , " i\ " 'I ,I " II " , I , I I' " " .. " " I "l ~ " , ~ e ~~ I,', I 'II I;?l t>; " V.\~: :f~ q~ '" , " \t.~ 1] I p.., I'; I' ~~) "- , (I') '1 N l,~ , , C..\\' , ;,l' I' , " ri: , \f' \ -\ , ',I I' - , 't) ,0 , -I " ',' ,I I, -, " " I' 'I ,I 'II' ,I Ii' " " , 'I I i i I , I I' I I, PI! I, 'I' j 11'1 , l,'r/'l/())rf-~ WilliAM E, ROSEVEAR, Plalnlllf v. : IN THE COURT Olr COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : NO, 913.4263 PAULETTE M, ROSEVEAR Defendant , , : CIVIL ACTION - lAW : IN DIVORCE DEFENDANT'S PROPOSED RESOLUTION OF ECONOMIC ISSUES UNDER PA RCP 1920,33(b) PAULETTE M, ROSEVEAR, by her undersigned counsel submits this proposed resolullon of the economlo Issues ralssd In Ihls mallar pursuant to PaRC,P, 1920,33(b)(11), DISTRIBUTION OF MARITAL ASSETS AND DEBTS: PA SERS Account: Wife proposes dsferred dlstrlbullon of Ihe marital portion of Husband's PA State Employees Rellrement System Account through Ihs enlry of a eourt order granllng Wife 60% of Ihe value and Husband Ihe 40% balance, Wife has IIIl1e In the no lure of retirement prospects, At her current ege, wllh serious health problems and mlnlmallneome, sha has no opportunlly for retlremanl savings, In the fUlure, she will hove only II minimal Social Security benefit . based either on har own minimal earnings or her spousal half share of Husband's account, and a negligible Public School Employees Rellrement benefit, She Is presently dapendent upon Husband's support, and will continue to depend on alimony from him aller the divorce, Upon his retirement, her alimony Income Is likely to bo groally reduced. In the event that Husband should predecease Wife, II wltltsrmlnate. The grant of a significant share of the pension Is necessary 10 protect Wife against such events. The reduction to Husband's share 15 equitable glvan his consldarable non-marital share of the State pension, acquired primarily In his high earning years since Ihe partlas' soparallon In 1996, Unlike Wife. during Ihe coming years Husband will have the continuing opportunity to further Increase Iha non-marital share of his ratlremant benefits mlllgatlng the effect upon him of tha proposed distribution 10 Wife, I ~ I Propolld dllllrlbutlon of 8111.1111 Wire: HUllband: Net Amount DUe: $45,121.B6 $15,906,70 Lese Assets received: i$20,439.07) ($58,787,21) Plus Credit for debte 'lald/assul11ed:....$2.1B9.2L__~ ..._.,,_,..515,3B8.A3 OOllh AdJustmont to/frol11: $27,472.08 ($27,472.08) The high percsntage to Wife Is warranted In lhls coso under all the relevant factors Including 1110st Importanlly lhe heallh concerns of Wife, the ago of the parties, Ihe Income of Husband, and the fact that Husband has Ihe opporlunlty to Inc,ease his assets In the future, while Wife realistically does not. For the purpose of tI,ls seltlement proposal, Wife will concede that the $10,000 distribution Ihat she received from her folher's estate was converted to merltal property when she placed It In a jointly titled account. This Is the largest non.retlrement asset In the marital estate, The distribution 10 Wife of a large percentage of the marital estate recognizes her currsnt health condition, and Ilrnlled Income, and aarnlng capacity; It also producss Ihe squlloble result that the $10,000, undorstood by Wife to be her separate funds. will be awarded primarily to Wife, As Husband's proposal relleds, a slgnlllcant future concern for Wife will bo her ability 10 pay for her future heallh care cosls, At the present time, the Insurance benofils Wife receives through Husband's employers are exlremely valuabls, She 15 able to purchose her prescription medications, which would cost her approximately $1,000 per monlh wilhoutlnsurance, for an out of pocket cost of $25. Husband offers a fair and realistic solullon for the three years post divorce during which Wife Is sntltled to continuation of her health Insurance coverage under the COBRA slatute. It Is thersafter that Wife will face (J problem - compllcaled by the fact that sven If she were able to offord the cost of coverage, Wife may have trouble obtaining adequate Insurance given her pre-existing Multiple Sclerosis, and arthrills, It Is with the thought of her post COBRA, pre.retlrement, pre Medicare medical needs In mind thet Wife proposes thBt she be ewarded a cash adjustment for the net velue of her malUal aSlSllt share, Wife has virtually no reserves Ihat she can resllstlcally put aside to fund current emergencies, such as the need for a new car, much less for her future medical costs. The partlas have stipulated that upon the advlca of her treallng neurologist, Wife works less than full time. Because she Is not a full time employee, Wife Is not even eligible to purchase health coverage through the school district where she Is employod. Moroover, she recelvss no paid leave, and when she feels the need 10 take a day off to rest, she faces her very tight budget and the fact that she will lose her wages for the day. As set forth below, Wife seeks kln award of counsel fees and costs In this mailer. Neither the marital property In Wife's title or possession, nor her non-marital assets provide a sourca for payment of her r.ounsel fees Incurred In tills mailer. A present cash distribution to Wife will also enable her to pay a share of those fees. ALIMONY Wife proposes an Indennlte modlnable alimony award In an amount based on the current support guidelines, subject to modlncatlon In the event of a change In circumstances of the parties. HEALTH INSURANCE Wife proposes that Husband pay the monthly charge due necassary for continuation of her health care benents as available to her under COBRA fcr /juch perfod of time as the benents are available to Wife, or until such time as Wife may otherwise become eligible for equivalent benents. I'mposed Distribution: To Plalntllr: (45%) Total: $14.5S 1.56 17,SZ1.90 $32.403.46 To Defendanl: (55%) c. Proposed IlIstrlbullon or 1'lalnlllT's I'SEltS Ibllrement lJenent. Plalntlfl'proposes U 55%/45% ullocullon bClwccnthe partlcs wilh Defendant being ullocalcd 55% orlhe pcnsion bcnclil. I). ProllOSlllltct J)crcndllnl's HCllllh h\Murllncc. I'lalntlll'proposcs to pay thc monthly ul110untncccssary 10 continue thc medical C\lvcragc Illr Dd'cndunlllndcr COBRA. Thc al110untls $210.64 (As or April 2000) cach 1110nth lor thc "extcndcd" covcrngc puckagc consisting or B1uc Cross/B1uc Shlcld, Major Mcdical. prcscrlption, hcuring, vision and dcntal. Pial 11110' proposcs 10 pay for this covcrugc fi:lr a pcriod orthrcc ycars aileI' thc dUlc or divorcc or until Dcfcndunl bccol11cs eligible lor any govcrnmcntull11cdklll asslstancc. whichcvcr Iirstoccurs. E. Proposl\l ReI Alimony. Plaintlffproposcs to pay alimony to Dcfcndanlln the prescnl amounl of support bdng paid ($1.183.19) cuch 1110nth Indel1nllcly. subJcclto changes In circumstances. clc. .....wo"lcn SNl\.BAK[R. 8RINN[MAN a SPARE ,4. ..", ........ , - - . ~ I. I I I, , I , , ,,' \ I, '0) " , 'I :",1 I " I I , I " ,r! 0"10. of Dlvoro. M..'.r 9 North Hanover Slreol Carlisle, Pehnsylvanla 17013 ,I , ANDReA c. JACOBSBN A'r'l'ORNBY A't l-AW JACOBSBN & MIl-KBS &2 BAST HIGK STRBET CARl-tSl-B, PA 17013 " 1':1 I' I I' " J ~ r r- ",I ..... ., I , , . , Ii I' , "Ii'" " , I' , I' i " Ii 'I" , i,' ,I 1" " , r , \ 'I ': I' , " " I I , \']1 " 'i I I I If", " 1,11. I , " q q, " , .1 , i I' fr' , , , .1' ,',','{ 'I ' i'I"" '''I , I' ,II ,I I' ~I' , /, 'l't,J/'/ "1:.' I' , '., , " " , 'I Ii, I I " " I , " , ' '. . ""'/ . , ,1:.1 ..-.... ..'I -f~l"!"-.... . .... I, _. , , ''''h'",-,_, ,,.... "'"'''' , , I t;i ( I I " , I ' I ~, I I 'I r ( J". l::']jij; F,,! ,\i. .,t:'I'.;f~ ,I \i~"I" \~ ~"I !,I,! :,! , .."."..... .- ,. t I, I,) !i I, I' h,' I, " 'I ,,;'; I' I, II' :.,1 _lMJllI"JU1:...Ill~""""'~I.1 . Will ~il ~;', )1 'i', ,I nr ':1 Ofllo. of Dlvoro. M..'.r 9 NQrth Hanover 61reel Carllale, Pennaylvanla 1701'1 , ' I I . I KEl~H o. BRENNEMAN, ESQUIRE BNE~BAKER, BRENNEMAN & sPARE P,O. BOlt 3111 44 WEB~ MAIN STREET MECHANICSBURG, PA 17055 I:,! ij' I, I, ' 77J-r'1 IlIt. , "",",,~.......-.-"~~r~l\,.~r' '1' i .1 w....... J 1 "i-' ;,1,1.1 "; '/ "1"- l' ; " l1' + ,',, "'1 I ',', ~ Ii' i\ ,I ,; >l ,,' ,I; Iii " " ., I'j. I ,i . .. I , .1 Ii I ( II )1 /1." , , ., r I I 1'-1 , ., ., ,. " , !I , " il' I ;:, ~'j , I " ~ r J " ,I ,'\ , , ! , , . i .... /, ,I . Li 11 ... ~..,:;-. i ,:, ,. L/l.W '" ".~I... tlNU U^,([R, OIlh:tINI;MAN l~ Lil'AnE WILLIAM E. ROSEVEAR, I IIi THE COURT OF COM~~~'16i'~~11f. Plaintiff I CUMBERLAND COUNTY, P~NNSVLVANI^ I II. I NO. 96-42~3 CIVIL TERM I PAULETTE M. ROSEVEAR, I CIVIL ACTION - L.\W Defendant I IN DIVORCE PLAINTIFF'S PRETRIAL STATEMENT PURSUANT TO Pa.R.C.P. 1920.33tbl TOI E. ROBERT ELICKER, II, DIVORCE MASTER Plaintiff William E. Rosevear, by hiB attorneya, Snelbaker, Brenneman & Spare, P. c., submits this Pretrial Statement in accordance with Pa.R.C.P. 1920.33(b) and tho direction of the Divorce Master aB followBI A. BACKGROUND. This Divorce Aotion was initiated by Plaintiff William E. Rosevear by Complaint filed July 26, 1996. The parties were married on July 28, 1973. Plaintiff and Defendant separated June 11, 1996. Plaintiff in his complaint seeks divorce from Defendant. In an Answer and Counterclaim filed by Defendant, Defendant raised claims of equitable distribution, alimony, alimony pendente lite, counsel fees and expenses. B. STATEMENT PURSUANT TO Pa.R.c.p.-l920.33tbl. The fOllowing correBponds to the paragraphs of Pa.R.C.P. 1920.33(b) setting forth the content of tho Pretrial statemuntl LAW orl'I";';, GNUOM([A. BAINNI.MMi 6: S,'MH!; I. HI\RI'l'AL ASSI!:TS. a. Marital fta,idano.. None. An issue exists, however, with respect to Defendant'. purchase of real estatu after separation which is located at 12 Corporation Btrset, Newville. Defendant claims she purchased the property with inherited funds. No documents from the estate of her father indicate her as a beneficiary of any cash or property Which could Serve as a source of funds for purchase of tho subject real estate. b. Houlabold OOOdl, rurnilhinq., MisDellanloul Tanqible Personal property I Plaintiff has prepared an inventory of. these items. The values will be established by an appraisal if needed. c. Motor Vebiclell 1. 1988 Jeep Grand Waqqoneer, owned and operated by Plaintiff. Estimated value: $3,500.00. 2. 1995 Saturn Sedan, jointly owned by both parties and operated by Defendant. Estimated value: $6,500.00. d., e. Intanqible peraonal propertYI 1. Pension/Retirement Benefits a. Plaintiff's retirement account under thu State Employes' Retiremont system, valun au of June 11, 1996: $lB7,lB1.92 -2- I I I l....w IJjl'ICV' 6Nfl.O^t<It.., BlAINNt:M^N ell 6'~^"E PBECO Account ~o. 01~342103B, jointly owned, balances as of May 31, 199~1 Savings c cheokingl $ l,B88.:23 436.01 I. Joint Karital Debt. The partie. were jointly obligated to pay the following marital debt as of June 11, 19961 a. PSL Loanr $3,269.36 b. Auto Draft Loanc approximate amount $11, OB9. 07 The above loans were paid exclusively by Plaintiff after separation. As of January, 1999, the PSL loan debt was reduced to $1,95B.9B and the Auto Draft loan reduced to $3,052.B4. II. NON-MARITAL ASSETS. Plaintiff identifies the following items of property that constitute non-marital assets I tent camper trailer, dining room furniture (hutch, buffet, dining table and four chairs)1 which items were purchased with funds inherited by plaintiff from his father's estate in or around 1981, marble dry sink, maple dresser and portrait of Plaintiff'. great grandfather which were 'The hutch, table and ohairs were taken by Defendant without Plaintiff's consent. -4- LAW ."'IGJ. SNnD"KIR. DRENN[MAN 1\ 1:Jt'^JtE inherited by Plaintiff from the estate of his aunt/ Minerva Thornton, numerous birthday gifts and family photographs of Plaintiff's grandparents, parents/ sister and brother. It is anticipated that Defendant, consistent with her answers to interrogatories in this case/ will claim certain property as non-marital property. As indicated above, an issue exists whether Defendant in faot contributed non-marital inheritance funds in purohase of real estate at 12 corporation streett Newville. To the contrary, it is suggested that the funds she reoeived were associated with compensation for services provided to the Stanley J. Krish Funeral Home or in payment of a stock dividend as a result of her ownership in same. Plaintiff claims inheriting from her father/s estate shares of the American Mutual Fund. In fact, the inheritance tax return filed in her father's estate notes a transfer made by her father prior to his death to Defendant of shares valued at the time of transfer of $3,91B.42. These shares were valued at separation at $B,196.121 therefore, the increase in value of $4,277.70 of those shares is marit~l property. Similarly, Defendant received prior to separation in 1993 51 shares of stock in the Stanley J. Krish Funeral Home, Inc., then valued at $2,B02.66. Any appreciation of that stock to date of separation is claimed as marital property. Finally, Defendant is the beneficiary of a Prudential Insurance Retirement Policy which she claims as being a pre- -5- l.AW .)r"l;t. '3NElIJAl<t". U"INNI'.MAN Ii QpMU': marital asset. Information to evaluate that olaim has been requesteQ of Defendant and as of the preparation of this Pretrial statement, that information has not been forthoominq. III. IDENTIFICATION OF EXPERT WITNESSES. Plaintiff identifies no individuals that ha may oall as an expert witness at this time. Plaintiff reserves the right to oall expert witnesses as needed prior to the data of hearing. IV. IDENTIfICATION or OTHER WITNESSES. other than Plaintiff and Defendant, Plaintiff will oall Stanley J. Krish, II as a witnoss. Plaintiff reserves the right to oall other witnesses as needed d~pending on Defendant's Pretrial Statement and Defendant's position as to the value of marital assets and debts. V. LIST OF EXHI~. 1. Deposition transcript of Paulette M. Rosevear taken May 11, 1999, to the extent neoessary for evidentiary pur.poses. 2. Inheritance Tax Return of Stanley J. Krish with schedules. 3. PSECU account statements, inclUding loan statements. 4. PSERS retirement account valuation statement. 6. Deferred compensation benefit account statement. 6. Personal property inventory. 7. Medical records of Defendant from Dr. craig Jurgenson and Dr. Michael Daniels. -6- _I W'11lG1 ',U'.II "..n.n ~Y PIlL: 11Il11IG1 gr-'H' mDml ~~, "llIII DIlU:TIOIII '1 at 1_ PlI 011 CIlCI ~* "0 "'" n " ill U'I1\4 ...n. .. tOC IIC n 1.1_ 1.0.01 1,4".,~ ...., 0'"'' ""1 016'" "'1 1"-11-"" OC IICIIIID II l.lJOClCII ).I.' M:.. IIU I II PAY UIIGII 0' 11I'1 II LIYIL I 00 tun "'" n " 1.'- U.ll ".n ClIY. . ""L .".CI 0'" ,,110III, '" (1M OC .. u...n PA n to, 1.- II." U1.~ ~\ "u COI 'TAil .. ..- "t.U 1.I1I.U .7-1. I ,~O u.. M6 "' -IU III. . 1.4...11 WotlDIN' OJIIIUL6IlO OJ . DOlI .IL .n .11 ',011." U. Oil ClW 110.00 '". " WILLIAM [ ROSEVEAR 10VO PINE GROVE RO G'RONIRS PA 17~24 MIl U"IIIIIII ~u, RlUIIU.IIIIlMn ,,114.11 mil DlPLO'In .n '" " , !UncI alDlT I .. VA LI" WYI UUIII .....'10 , IlllUM lID CIIIIU oo-n-n AIG 'IL . ".00 IU n... I '.'''.11 u'" ACYlvm IILAlCI L'IT ""IIIlI' ACtIIUlL '"II " LY 'I~TIO TNII " ~TN,"n I4UIICI T"II ,TIlT MllaIlL 1IC1 ""0M6L "1.11 10,25 1.75 .00 .00 .00 .00 .00 "'.Il 10.1' TOUL GlO" lAIIIIIIIGI TNII ,NY ID1IIIIY 1.,_nOll I a...,.1S Ul." '.to .00 .00 '" . II It ..-w. I at .._ "111401 CIITlal LOCAL MAGI TNX COUM'Y/MUMICI'~LIIYI OlIYlal'. ,'V LINl'LI'Y' "1.'0 CUHI,"L~IIO COUNrY C_I T", 'NT "lllIonl 1.019.14 Huabond hUll been employed by the COlIlIlIOllwewth for tho IDat twenty.ave yeon. Prior to hla preaollt uaKll!'lI11l0llt, ho huu booll PlU'k MUllul!'or at Plllo Grove I~ul'nace Stuto rurlt, III Cumborlulld Coullty. Aa U cOlldillon/bonol1l of hla omploymont, Huabund la IJI'llVldod roaidollUw houalnlf lit the purk. Tho purk l'OlliuOllce at Pine Grovo J.~Ul'llUCO Stuto Purk WUB tho mlU'itw I'oaidonco ut tho timo of l!upul'ution of tho purtlol!, whon Huabund lelt the prelllJses. Wlfo continuod to l'oKido thoro until Soptombor ao, l!J!J7, who II ahe purchuaod hor OWII homo ill Nowvlllo, whoI'll ahe proKonlly l'oalullK. lluKbund hUK u Bucholur of' Scionco OOll'l'OO III l~oreKt Scienco 'l'ochnolollY. HUKbund'a trollling I'equh:ed oxtl!lIl3ivl! tl'Dvolinl!' duo to outdoor oducution; Wlfo WWl tho pl'llllury curotolwl' of thl! children. In Muy 1!J05, WHo WUIl dJugnll81!d with Multipll! SclI!ro8i8 <MS), by Dr. Crolg Jurgonaen, nl!UI'OloglKt. MS 18 u plll'lnUnent di8ubling del!'Onu"lltivo impolrmont of tho contrlll nel'VOU8 8Y8tl!IIl which CUUI3I!I3 nllmbne88, WI!UknI!Ka, 01' pUl'Ulyala In one 0" more IImbK Dud oft.en u1ao uffl!ctK vi810n. It CUU8eK conKidllruble futigue, trouble wlllklng and con cuuKetrl!mOr und KignH1cunt 10KK of 8trllJlgth und enl!rgy. '1'0 control her lIl11dJcul condJtion, Wife tultc8 a lurge number of preKcripllon medicutionK. 'I'hoKo ml!dicutiona IU'Il proKenlly pold for by thl! preKcl'iption bonofitK uvollublll to Wlfc WI u rel!uIt of Husband'K employmont. Tho cOKt of thoKO lIledJcutionK without inaurunce would exceed Wife's incoDlo. ,'; ;" , ,I,: Dr, JurpnB8n haa ndvlB8d Defflndant to lImlt her work IIlltlvlty becaule of her mediclll condition. Wife II prelently employed on a pW't time baall by the Big Spring Bcbool Dlltrlct, aa a Health Room Aide, She hili worked with the Ichool dlltrlct Ilnce 1989, when Ihe Will fint hired aa IUl Inltructlonal aide, During tllll luhool yeW', Ihe wOl'kR 4 hourI per doy, 5 dOYI per wuek. She dOUI not work during the lummer or during Ichool brenkl. In 1998.1099 her rate of poy WOR $8.21/hour. She II only paid for time IIlltUally worked. She reculvel no benentl or vll.Catlon poy eXcllpt 15 ~s ohlek poy per yeW'. On the advice of her treating nuurologlBt, Dr. JurgenRlln, wifl! doel not work during the Rununer monthl. She UBUS tho time to rUBt I1I1d build up her Rtrength, Since her hUBboud luft, Wife haa conBldered other employment, to Improve her finlUlcllll condition, but does not fuel thot she can work a regulW' full yeW' BChedule, Bhe has applied for other pOBitlons within the Bchool diBtrlct, but without success. Wife IB a high school graduate with two yeW's of college BtUdy, but no degrees. Bhe ill 11 licensed funeral director, with a certificate of completion from the PlttBburgh Inotltute of Mortuary Bchmce from where Bhe graduated In 1971. Wife'o family owned and operated thu Btanley J. KriBh Funerlll Home, In AitOODI1, PA, which her brother presently operateo. Wife OWDll 5.1% of the Ihlll'el, which IIhe Inherited aner her father'R death In 1993. Her brother ownR the reRt of thew shares. Bho WWI workinu W1ol\.IlIorw diructor ot tho fOlldly bus! 1I0SS at tho time of her mutringe I1nd continued thUl'O on 11 rOllllll1r bools for I1ppl'oximl1toly nino montho until Ilho movod frolll tho 111'011 on I1ccount of Huobund'o elllploYlllent. After that, sho continuod to 111l0iHt hOl' fl1mlly and WOI'k on U Vl!I'y occuolonw buuio. During the I1r8t oixtuen YOW'O of tho lIlunlugu, uJlon ugroolllcnt 01' tho pw'Uoe, Wifu WOIl ongugod prhnw'lly Ull a hOlJlulJlwtOI' und uo pl'illllU'y curOtWtUl' of the pl1rUee' chlldl'on; ohe Willi not olJlployod full tilJle outsldl! 1)1' the hOlJlo. Shl! did eOIlll.l work In 1978 1'01' 0 I'unol'w hOlllo whol'u 8ho conducted funl!l'w8 on Oil 118 nUl!dud b11810, Wid reculvod 11 duHy fee 01' $50 1'01' hul' Ilol'vlces. Ovel' 11 pl!l'Iod of 11 yew', ohe workod I1pproxhulltely oncu 11 lIlonth. OVOI' the yeU!'8, 8he hU8 continued to u0811lt I1t her fomlly funel'w home to help OU.t hor brother. She hlllt conducted 11 funel'win 190.1, but Ilinco then hWl W1lllsted with somo popel'work, llnd hWl pl'ovldlld gellel'w lIllullltullce Ilt the funel'w home whon Ilhu visits hor brothel'. Sho hOIl not recl!ivod uny I'oe In exchungo for services In mWlY yeurs. As result of her MS, Wife io presently not physlcwly cupablo of performing tho dutlos of olicellsed fUllerw director. Wlfo offoro tho further Informl1tion In uccordllnce with PennsylvWlla Rules of Civil Procedure 1020.:J3(b); 1. A prolimhlw'y list of Muritw ASBets is attached. Wife reserves the right to supplement this list. ! ~ 2, Expert Wltnellol. At tllll tlmo, Wlfo hu IdontlJled no experh that Ihe Inteudl to callut hUlU'lni. Wlfu rOlervul thu rlgbt to obtwn oxpurt tllltlmony with rllglU'd to her medicu.l condition, tho current vwues of tho PlU'tlos' rotlromont benonts, l1lld WI to tho vwues of 'tUIIIS of pUrBonu.lty of thu plU'tloB, WI moy bo noedl/d. 3. Fuct WltnoHsoll. At thlll timo, Wlfu hUH no current Intontlon to cwl at trlu.l any fBllt wltnoslles otber tbun thl/ purtlUIl. Wife rOllorvell the right to lUJIend this relponso prior to tlmo of buurlng. 4. List of Exblbltll. Pending tbe receipt of Husband's Prl/-'l'rllll Statement l1lld dillculllllonllt the pre-heurlng conference rugurdlng tbe possibility of stipulation, ;..,' ;Jii '''.1 Wife Intendll to offer In evidence tho following exhlbltu: a. Income and Expense stutelllentll of tbe plU'tieu. b. OOplUH of the plU'tiell' mOllt recent tllX returns. o. Documentution reglU'dlng outstanding bllll1llcUU on marltol debts of the plU'ties, currently l1lld DB of date of seplU'atlon. d. Documentation reglU'ding the plU'tles' ourrent Income. e, Documentation reglU'ding pension, retirement Interest, and deferred compensation Interests of the parties. f. A copy of Wife's 1998 federllllncome tllX return In attached. g. Documentation reglU'ding cost of Wife's proscription medications. tl. An Income l1lld Expense Statement of Wife will be submitted prior to the pre-helU'ing conference In this motter. 6. Pension or Retirement Beneftts. See attached documents related to the pension and retirement benefits of the plU'tles, including statements of account of Cl)M~IONWEALlII Of I'ENN~YLVANIA 1'lJIIUC ~Cll()()1. I~MI'I.O\'II:S' 1Hr.'l'lllF.J\lEN'l' SYS'l'lf.M Teleplllllte ('11'1) 7H7'H541) MII/UI/Il AoI,I"u I'll Ill). 121 IIRllllblHII'A 1710H.11l25 JII~fJIiiil."r.rtl/OI/ 5 otlh 5111 5 teel 11m Is UtlM 17101.1')U5 OCTOUHI\ O. 190Q STATEMENT Oil' ACCOUNT - AS OF JUNE 30, 1996 t:l~J" J i' ~i~..:~<: j)l>.\' 1,.:II~~41f~~' ii,),,"i', - , _I ~ i "li..l1:. I}, ~lJ~~'4tNW,~i:j~M~~'i\!J~)!'L~A'~~liJ~"Ij.~Ji~~Jil~11 . t' t'~ . 'p'A'll~ ~lr~PJlllh 11~~IBI~v EAR 1090 PINE GROVE no GARONEns PA 17324 SS . I 100-42- IOU 0.1. Dr Blllh I JUN , I, IUS S.. , 'SMAU Conltlbullo" R.I. I o-on \lolI"g BI.IIl. I NON - PROFU SIONAL Prl".lp.1 0"""11.111,11111 I A06lVSAA,WIUIAM I 1.h~-AA~.~"~t~;~~~u~.t~~~t~.i~~jtJl:~l1t~~~i~i~~i'),~~~a~W,~r~~li:.~:TlZtS'i~':':;"I(;,~0if.\l.i,~~~~'.~\.,;.j.~;#~~>~:'~~:{i~':N}/~r~;!'! ~ CON'AIOUTlONS INTEAHST TOTAL B.I.".. II 01 Jun. 30.109S _ 3.59 1 507.52 149.51 1 657. 03 19015-96 CAEOIID ~I 362.J.Lr- 73'5:_1 435.68 \ No,m.1 Pu,ohll' 01 S..,I.I Ad lu.lm.nl. B.I."o. II 01 Jun. 30. I 906 L 4. 34 II 1,869.68 I 223. 03 I 2,092.711 PI.... verify thl .bov, I"fo,m.lion, If YQU Ir, .mpIQy.d by mor, thin un, t.porllno Unit Ilmn/ovltl, you m.y ,ee.lvl mote thran on. .St.t.m."l of Ar:counl-, Th. Int 11'1""1"1 you ,.t;lf~. will .how Ih. tol.1 Inform'lIoM r,port.d bV .n .mplover.. Nollfy PSEI\S of If1Y otro,. by wrlll"g 10 Ih. .bo" .dd,,", PSEAS DID NOT CALCULIITE A eENEFIT ESTIMATE, TYPE OF eENEFIT Monthlv B,n,lIt under Mllllmllm Option Monlhly elnlill under Opllon 1 OI.lh Bonllll 'mdot Opllon I (P"..,,' V.,u.' " vou .I.et P.,U.I Lump Sum ."d withdraw In .mount nol 10 'JICclld your contribution. and Int.rlll: Monlhly e,,,"1I1 under M..lmum Opllon Monlhly e,""1II under Opllo" 1 Olllh Bln.1II undot Opllo" I (P".."I V.lul' . of Jun. 30 1906 Ih. 101.1 .mounl . Ibl. 10 our d..1 ".,.d bln.ile,,, Ii..ll" Ih. .,Inl 01 our dlllh I. 2092.71 VOlll PSEAS "glo".1 0111.. II t SOUIHCENTANL 3 CAOSSDATES DAIVI SUIT! 101 MECHANICSBUAD PA 170SB.2~SU PHONE TI7.7US.A2~3 Yoyr .mployer ,. t BID SPAINO 5 0 13aS) PLEASE. ItEAD REVERSE SIDE FOR IMPORTANT INFORMATION ('~h.l I1ult't OS-OS, l'UlIlIC SCIIOOI. Jr.MI'lO\'Jr.S' IU;'J'IItEMEN'I' SYSn;1\t Telephlllle (7\7) 7S'I.H34ll ^,"'//IIs;rJ,/rw 1'0 BllM 125 lImrrlebut& I'A 1'IlllS.lltH 11",1oII1I~ /..0'''//011 5 Notlh 51h Slteel IlDrrlehlltK l'A l'IIIlI-I'lll5 ,,"'.", 10' 'Ill JULY 21. IQU8 STATEMENT OF ACCOUNT .. AS OF JUNE 30, 1998 L-..: .' .,1', "'''. I', ;:\; i:i ,<! I, i,'...\' !hirjj;;,jl':~\'~'\'lh,,',:iJI" I, ~ -~ "f/;I'l~t'~!\llj..i~ Ip'~llL~T~~II'~ 'I U~k'J:VeAR 12 CORPORATION ST NEWVILLE PA 17241 SS . I 1111-42- IOU Pili 01 Olllh I JUN I I, 1848 So I '8MALI Conltlbullon Rill: 0-128 Vollng SIIIUI I NON-PROPU810N"L P"noIPII alnlllolllVllll1 I R08lVIAR,WILLI"M I :, I '. ,.~, <";'f'.-;,:~-,;'\,l_\:,~;~.ii~': ~ ,;~~,~,~,,;'I\";"\ , : ~;t:"u_;,,~j~~ I/j.,;~, ,:'~, ;\.: '~-, r', I 1 ',,, 1_~:,,',", ~.},' ;,\ '; .'i,. "ii..\t,\t;,;,~ "H::i<~',;.,::.; ;:~~.kd:' ~~'}l' ,,,', \... ";i,~ ,.:;/\ ':~i i "_ r:J CONTRIBUTIONS INTEResT TOT"L allon.1 II 0' Junl 30.1997 5.14 2 263.66 314,60 2 578.26 1997- 1998 CREDITS ~1_~176 112,20 t 565 I 961 No,mll Purch... of S.rvic. "'dlullm.nl. alllne. II 01 Junl 30. I 99B 5.94 II 2,717.41 I 426.80 I 3,144,211 PI.n. v.rHy Ihl IboVI lnfarmlllan, II ~au Ir. .mDIOYld by mer, th.n on. "porting unit (.mploy.r), you mly r.Cllv. mar. than orl' "SI.llm.nt 0' Account", Th. II.t 11.I.m,nl ~ou '.Cll.... will show Ih. totll In'orm.Uon report.d bV III .mplayltl, Nollfy PSER5 of Iny .,rorl by Yvrlltng 10 th. Iboy. Iddrlu, PSERS 010 NOT CALCULATE A aENEFIT ESTIMATE. TYPE OF BENEFIT Monthly B.n,llt und.r M.)tlmum Option M"nttllv ~"nftlit under I')ntlnn t OlOlh Blnllll undor OplIon I IP'III,,1 V.lull It you .l,cl P,rti.1 Lump SUII' Ind Wllhdr.w In .mount nol 10 .)(c..d your conlribulh)nl and Intlflll: Monlhlv Bln.,11 undor MI~lmum Opllon MOnlhlr Bln.1II undOl Option , OlOlh BlnlW undor Opllon I Ip,...nl Vllul' ou mut Ihl 15 VI" 11IglbllllV "cul"m.nl 10 IpplV 10' , dllObllllv blnlllL You mU'1 .ubmlt on IPplic.lIon wllhln 2 VI'" ',om Ih. dOli on which oonltl~UlIonl WI" /111 dlduolld. Conllol rou' PSERS "p,...nllllvo lor Iddlllon,l Inlo,m,lIon. . 01 Junl 30 1996 Ih. 10111 omounl I .bl. 10 au' dill nltld bln.lIcllt 11111 In Ih. 1.lnl 01 au' dlllh I. I 3 144.2 I You, PSERS roUlon,1 olllcI I. : SOUTHCENTRAL REOION 3 CROSSGATE CRIVE 51JlTE 101 MECHANIC5BURG PA IT088-0000 PHONE 717-798-9270 Your .mploy.r 'I BID SPRING 5 0 (32B8 ) PLEASE READ REVERSE SIDE fOR IMPORTANT INFORMATION C.~tI.. """"'It 01-081 MIilIlIUtH'f.AIl.IM Ufo .....,..,..b.LYANI" STATE EMPLOYES' RETIREMENT SYSTEM 30 NO Ani THIAIl BfAllT. P,O. BOX 1147 IlIlRAISBUAG. PINN5YLVANIA t1toe.1 I 47 BE I\; 1998 STA TEMENT oj'ACCOUNT for WILLIAM E ROSEVEAR 1090 PINE GROVE RD GARDNERS PA 17324 67,991 The Slale t!rnployes' I~ellremcnl Systcm (SERS) is plelL'icd 10 provide your annual Slalement of A~~ount. Your Stalemcnt lists ~al~ulalions buscd on Information reported to your rellrement account Ihrough I)ecember 31, 1998, Thesc ~ulcululions arc subject 10 u final audit by SERS In accordance wllh uppli~ablc luw und regulallons, ,'~t I 998-.j I Signed Irll() law by Govemor Tom 1~ldge on April 2. 199B llmended a key bcncflt feature nf lhc Stale Elllployes' Rr.lIrClllcnt Code. This A~t rcopens the 30-year early rellremel1l window from July I. 1998 \() June 30. 1 <J99 The new Window ullows II member of SERS to relirc Wilh 30 years of service aluny uge und rc~clvc full rellrcmcnt bcncflls with no benclll reduction (or reliring prior to normul retircmcnt IIgc. To '1unliry, II member must hllve lit least 30 yellrs or relirement-credlted service. termlnale IIctlve sllIle service. uud nlc un UJlpliCUllclll ror unnully with IIn elTectlve dute or retirement nol later Ihlln .July I, 1999. Ir you (IUIIUned ror Ihe 30.yem- ellrly retirement benent on rJecember 31. 199H. the Eslln\llled nellrement lIenel1ts In Section II reflect this benel1C. Explanalory Information IS Includcd on your Statcment under thc headings SPECIAL COl'iDITIONS. IMI'ORTANT INH>RMATION and TERMS & DEFINITIONS. Be sure 10 review your Sllllcmenl ~arefully and retam il for future referencc. I( you feellhere may be omissiun5 or discrepancies in your Slalement. you may: . ~all your SERS RClirement Counscling Cenlcr toll-free all.Il00.633-5461. Or. If you wrile to us: . stale your spedne concemls) or qucstilll1\S) and . address ynur leller to SERS. Alln: l\Iember.~hlp Services Division ".0. 80x 1147 Hllrrlsburll.I'A 17108.1147 , YOUR STATEMENT CONTAINS PERSONAL AND CONFIDENTIAL INFORMATION ABOUT YOUR SERS RETIREMENT ACCOUNT WE RECOMMEND YOU MAINTAIN THIS STATEMENT WITH OTHER IMPORTANT FINANCIAL INFORMATION ~~:CTION lit eSTIMA reD IU:TmEMF.NT IIENF.F1TS ,\S (W IJECEMIUm 31,1998 1'1r1i Je.:IIOII fJrtJ\J/./,',\' ,III I!Ulml1hl III )'tJlll' ,\,.,,,,111\ I'lm/IJII 1J1t1.~' II ,"'UU havIIII IIIIlH 10 rillr,l f'/l.."'Nhllld h'n'IL'I.' or )IJlI htlVL' rl!ac.,"",d }'lJur Nornhll UllllflmJlml /Jail! IIII.! how III 1&/1111 /lrrel' ,l'l!tJn olt.",,'dllf..',j Jl!n'lnJ Mlllmum Sin.', L1r, Annul ~Ionlhlv 1'~n5lon . 11<.ull1ulal~.r-6'CJij,;j lonl (MSLA , I, ~II. II '114.111.0' Monlhl~ "~nlllln I'r...nl Value Option I '1. ZU. 7' nee. 141. 43 Option" <AdJlJlurJ for "lIhdrD~III,)" A,culnullllcd n("'Ul:IIl)I1~) ^dJu".d MSI.^ MOlllhl~ 1'.nl")I1 " ,010. 4e ^d)u'l.d l) lum I M,)l1lhl~ I'eno"m 'I. 0~7. II IldJu"ed I'r.,.nl Valu. Und.r OplUHl I 12 I I. lie. 3e Ols.bllllv Rellremenl Monlhly "rnllunllf ~..u IIUO;I'I~ I U.ZI7.37 l n..,h In ~tale Service 121111.141.43 J SECTION 11I1 ESl'IlIM rEf) ItETlltf.\IF.:NT IIENUTTS l'IU).'F:cn:O TO NORMAL RETlltEMENT J)An: l tlr ml!mhl1tJ /ltldL'" ,,,mtr.11 tt!llrl'Ir!l"III .J~l' II) tll /J1!L,t!ltlhl.'r 1/, 11}1J8. Ihl.l h.'l.'lIOlf flfflnd"'J ,\lI/",h" /'.."1.',,11I l'J/mllllllJ, prr'jL'I.:tl!ll III llJ/Jt SlIt"",1 UtllI'''''''l'''' I )Olt!, lurl.~ 1/ rllllllfl\'.! 10 II' mot&.' Y"',".I ,,/a.,.hll'" l'tr\'Il..'.,1 S"rm,,1 Ntllrtmtnl /),1/,: 01-~AH.Z007 Maximum Sin Ie life Annuli Mllnlhly Pel1llon . ^"umulaled Dedu<llIlIl! (MSU- u. tt4"ll- , I ,811l.0~ o Ihln I Monlhl~ Penllon Pr'l<IlI Value u.ne.41 IlU 311.3 I Op,l"n 4 \Adjuotrd r", ","h~ru"'"1 "r ,'"u",ulal<lllJr~u<lIunll Ad ull<d MSI.A Monlhlv PenlllJl1 ,Idlulled 0 !lIon I MllIlIhly PrnlHln ^dlu.led I'menl Value Undclr Opllon I IZ. ese. 77 IZ. 310.44 14~0.7ee.2 IMPORTANT INFORMATION . lIenent Estimlltes are provided rort . Maximum Slnlf,le life Annuity (also kno\'on as Full Relirem.nt Allowanc.) . Monlhly Pension pa~menl made 10 you for life; ben.ficlo!)(ies) recelveh) Accumuloled OeduClions. less MOlllhly Pension paymenls you received and any lump sum YIlll received under Oplion 4. . Opllon I . Monlhly Pcnsion paymenl mode 10 yoo lor life; bendiclary(irs) rec"lw(s) Presem Value. I.ss Monthly Pension poymenrs you received and any lump sum yoo received under Oplion 4. . Opllon 4 - Al reliremenl. you may wilhdro\'o an nmOllnl equal to 011 III any pon of YOllr Accumulaled DeduClions. You may eleellO receive Ihis wllhdro\'oul in up 10 four inslollmenlS. I f you elcCllhis Opllllll. you must also elecl 01 Monthly Pension payment plan. . Disability Retirement - Y IIU mUll have nl leasl live years of crediled service (eXCepI Slale Police and Enforcemenl Oflicer-calegory employes. who have no m,"lmum service requiremenl) and be cenilicd by SERS Medical Exominell os phYSICally or menially incapable of performing currell! jllh dillies. Only aClive. contribuling member, or Illl)Se lln leave withoul pay mny apply for Dlsohilil~ I\ellrelllent. YlllI cannol withdrnll your Accumulol<d DeducllollS If you toke Disability Retlremenl. . Oellth In SllIle Service - If you ore veiled and die \'ohile nn nctive .mploye, il will be assumed you retired under Option I the day before your deolh. The Presenl Value of your annuity will be poyable 10 your beneficiary(ies), If you ore not vesled. your Accumulaled Deduclions will be payabl. 10 your beneficiory(ies). . Denelit E511mllle5 US5Umet . Your fUlure .amings will be Ih. some a51n 1998. . You continue in your present closs of service as a full-time employ., . Retirement lables and factors remain Ihe same as those in usc on Dec. 31. 1998. . Any Arrears Balance will be paid (exceplion - Ihose members who are currently veSle.. or in a furlough 5IOlUs). . Your .omings will not .xceed the federal Social S.curity laxable wage base aftcr 1998. . Joim Clwerage is convened to Full COI eroge' pnur hl ur atlhe time of rrmemcn!. t 'ontm,,,..J ,;11 ,j',IL'" {leI!!.' . AllY Millldlllul'Y i)~hl, "llh Ilpprupnule Illler~~l, hns bcrtll nCllJullnlly redur~d 'rol11lh~ Preselll Vnlur uf your ilcruUIII, NIII~I If you hnve credtled Ie/vice ns n MulOple. S~rvlc~ l11el11her (,erVlce III bolh SEHS illld Ihe Puhlic SdlllOI Empluyes' Ilelltemenl Sy,lelll IpSEllSD. yuur eMllllnle d,)e, IIUI Indud~ ~ "'II' pSr:HS C'lIllrihUII'III, Your ,erv,,~ Inuy be .),el'!Inled If In IIny culelldnr yet" y"u huve COllcurr~nl Servlre . Olhel' MOllthly l'ell~lolI III~II~ IlIul eslhmlled here) lIl'e: . Opllon 2 ilnd Opllllll J. whkh nre bum! Oil y'lur dnle Ilf Imlh und Ihe ,hlle of Imth "f yuur de,ignuled ,urvlVor, The "lllI/llia yuur MlrVlvur. Ihe IlIwtr yuur MUlllhly l'el1lllll1 II l11'IU II I. Fulluwlng yout denlh, 011111111 2 proVide, your ,urVIVllf Ihe ,\.11/1' rv"lIt1hl~ PellSlon y'IU rerell'ed, "hllr 011111111 J provides )'our Illr\II'Or flllf' Irlllllh~ MOlllhly PenSl\lll Y1ilJ rrcrlved, C'llllucl your SEilS H~lIrell1elll Coullsrlor for pnYl11ent esllmutes under Opll'JI) 2and Opllun ], TEl(MS & DEFINITIONS "'111/'1 Will Ii "N' ",'lllI/llmB oIJ "'WB /1,\,'" /II '\flllr .1'/'111'1/1'<1" ,J/ "\,,,.oIUII/, "'lIr mil" i/'{lIrllla/il/", rtfer II' Y'lIIr SENS Mtmbrr Ihlldllllllk. AccumulMled l>educl'"IISI TuIUl'lf cUlllnblill'lIl' plu, Credlled Inl~rC\1 ~nrn~d on your rellrel11~nlucclllnll. Active Mtmhtr! An el11ploye for whul11 cOIllllhullons lire helllg nll11le 10lh'I Fund ur who h onlrnvr wilhout PlIY, Annuity I The pcnwlIl helleltl pllld 1I11ll1lllthly Il1Slillll1lelllS Arrtlll'1l DMllnerl Thr bulllllce Ilwed 10 YOllr relll'"III~1l1 aCCIlIIIU fllr which YOII ilre 11I11klllH Pllyroll deduclIllllb. ntlltnchlrycl~~lt 'nte persolllsJ 'Ir llrgilllllillllllUII ~'lIl la,1 deslgllilled 111 wnllllg 10 SERS 10 recelv~ lIny rernllllling pension heneril upon your delllh Cuncurrenl Servlcc: ServICe In SEI~S .lIId Ihr Puhll': School 1:,l1plllyes' Helll'ement Sy,'lrl1l l!'SERS) for which you conmbute 10 hOlh syslems allhe ,allle IIl11e dUlll1g ilny yeur Ofll1elllhershlp, Credll.m CII55 or Service: A./iO . Nom1l11 Ilrllrelllenl Age 1)1 r,O; A.50 . N0l111l1l Il~tiremcnt Age of 50; C . Nomlul Relirement Age <If' 50 liS n Slale Polke Ollieer .1r enfOrCell1C1U .,fricer whose ,erVlce hegun pllor 10 Milich I. 1')7.1; D.J - Normol Hellremenl Age of 50 as a lIIel1lbrr lJf Ihe General Asselllbly whose srrvice hegun pllor to Murch I. 1974; E.I . Nomllll Rellrell1~ru Age 'If r,o for ll1ell1hrr~ of Ihr JudlCt:lry; E.2 - N'1I1l1uI Rellrel11elll Age of 60 ilS iI Dimlcl lu5llce: I'SERS - Service wuh Ihe Public School Elllployes' llellrel11ellt SySl~I1I; SSI-/iO. Nonnnl Rellremenl Age of 60; S51-50 .Nornlul Rrllremellt Age of 50, If YOII huve allY credllablr Stulr or Illlllslal.e service not included. conlUCI your SER5 Reliremcnt Counselor for I1If'lnnUII'11l '111 purchasing ,"ch credit. All "qllesrs In p,,,cllrlu I','rvi,',' mu.rr /" file" while YcJU IIrt ill cJII tlCllVe ptlV SllllljJ', Crcdll.m (or Slg'UlOry) Inlrrcsl: Mrmber ilCCllllntllltcre,1 ,~l by law ill 4 p~rcenl per year. compollnded anlluully, Flnll AvtraRc Suluryl Thr averuge sulilry of three non''lverlapplllg prrl<1ds of fOllr cOII~eclltive calendar qlHllters. Typicnlly, Ihis Is Ihe nvrtl'uge oflhe Il1ghestlhree yeurs of comp~nsaIlOIl, Full COverIRl! Mtmberl Any memhrr making reguhlf member cOlllnbuliollS whll Joined SERS 011 or afler Jllly I. 19M, Join' ConrlRc: For members who Joined SERS hetween Mny 28. 1957. and June 30. 1964. ekcled Social Security coveruge und puld n reduced rellremelll rale inlo SEIlS, Mlndllory Dtbt: A debllo be snllsfird illlhe lime Ilf rrtllell1enl Ihrongh all aCluarial reductiun to the Preselll Value of the member's uecounl, Nomu' RtllrtmenlllllelAllcl Also culled sllprrannualion age. nOll1l11l rellrerncnt age for most members lypicnlly IS age 60 with nlleast Ihree yeur~ "f creJlled \CrVlce Ill' any nge upon nllallllog ]5 y~urs of credlled serVice. wblchever occurs firsl. Age 50 IS normal rellremenl age for u member "f Ihe General Ass<mbly. an enforcement oflicer. a corr~clloII officer. a psychlulric secumy 'ude. a Delaware Illver Pan AUlborlty pollcemall. an officer of the Pennsylvnnia Stale Police. or a member of nny OIher member~hip group stlpulal~d by legislulivt1 revl~ion of Ihe Retirement Code, Prestnt Volutl TIle 10lnl "nllle of a member's rellrement account Ibul funds annuity puymrnls over his or her lifelime; this also is the nmounl pUld 10 a vested member's beneficluryues) when u vested member dirs in Stule selVlce. SSI (SocluJ Seeurlly IIIlellrallon) Conlrlhu,lons: For eligible II1rmber~ who elected S5l cowrage. Ihe COlul conlributions on earnings exceedmg the fedrrnl Soclnl SeculllY tax base for all years of SSl coverage smce Jan. I. 1956, Vcsltc/Vtsltdl Eligtblr 10 recme a SERS mllnthly pension. 11,,1' .1</1" Srar.nun! in olaf. I'Ulct, Thtt. i.r II $J charR' frlr .ach dUl'licalt Sr"r.m.nr, '': , .' iJu.'J'J UhJ '(UUt i~~;t~d ending lW~1I98) " ~f;_ !~ .'1(' f'J' ", .f 'N ,.... '. ~'~?S !I~~" 'f~~~ \,I~,-' . ,. ;;IUU(U~uP;\~,a~UUJJ!..?~!J~IJJ(( , , / ..... ." ....( , ....' .~ ~ ~ ~.~ ,," ..... ..................-. ".::- ....""',' ~~..... .,. ----------.r~ t. ',.. ....~ .'. I'..,. ", ..', .' 111I . .'.,..:---....., COMPOUNDm AJqftIAUZID 'l'.MONTHLY RmRNS """I,;.~' ........ RATE OF REtURN' .'" . October November OllCember no .' I.~ 'j f, ." , J.' (" '. jhQ!t T~rm MM FUmL__..QJ~f 0,1~"'~__.QJ~r.L_-l1t.1J!j! ~'5;39% '. ",.:,' '. '5,J 5% ~t$ Bond _____....,._._..._.. ':: ' " ..... Indo~ FuIJL___....J111l9L.:__.~.U"Q!j"t'!l.__JlJ.~~._q,36~ 6.640/. 6,60% .,Enhancod lJ~octiC!!L~____._........:._.__....i!___. ,..' .._.u____._ AsllelAllocoyon' 1462 .6.63%'. .,'5.03% ,4,60% ~.66'7'0 ____.N/A .Extended Morkel Fund' 1461 "';",6,98%..' .;i 'g.64% .::!~ 8.86% 7.46% n_~f!\ 'l~~'nii' 1463 ',F. 10.26% 6.O5~'l~7~%_20,~~%,.' N(A I Fud' 0167 .8/16'l!....".8.06%,. 6,76% "'28.10%' ".,' 23,24% . lJ','I"I' r. /. nuollled Inlor~st R'oi~"I~iuie S~ble Valua ~d'~S'6.18%. '... Annuallzod Intorest Roto for the Stallle Value Fund la 5.94%. afund la 1927, . " ~ 1M penod. I '..,,.., "~''" .,' . ~~ ' 'I\.~' '. ""t" ',/"'J ,.....,f.:~,.. .) ,\\!"<:,. "'.IJ 1'\,' ,. , .JJ. " .. - , .... .', , , ItMSTMENl' FUNDS I' VllU Code '111 . 'tittfst Quaiter '.. l11e VAU liOOo for Ule ../ m.d'n...... jIIld 00 " '...........lMIla.,II.. ... , Inceptloo IlIIt 31111l4,' 1I:~4i . I'Iol porfarmance It no! onlndlcollon 01 rutin ..... - 1111s news Ie Iter gives Inlormollon whiCh IS Inlended 10 help our portlclpanls, But II you need 1l1J( or legel odvlce. please ask your lawyer or certified public accountant. While we'ra pleased 10 help keep you up-lo-dale on your reltrement sovlngs, noll1lng Inlhl5 newsletter con change the terms 01 ony Program or Investment conlract. HELPLINE IS a servlco mort< 01 Copelend ASSOCiates, Inc. DB THE COPELAND COMPANIES' l'er.\'OlIo/ Helin'/III'III /'It/llllillg S/,edoIiSI,\' Two Tower Center. P.O, Box 1063 East BrunSWIck, N.) 08B 16-1063 Copyright @ 1998 Copeland Associates. Inc. Copeland Assoclotes. Inc, · Copeland EqUities. Inc. All lights reserved. Pllnled in tile U,S.A. NEWS.PA '98.50, 7~6 ; HellllOl locepden' 5lnce IrcepUOf)~ ----. ---- 6,33% . 8,41% 17,92% '.L 16,26% 7,75% 17.94% '. .. j ~I' . ' ~ Diversification . collll/llJl!lJ 110m/mill growth fund ouflllde of your plan, you may be duplicating somo of your Investmenfll, If your retlremont plan does not offer a certain type of investment that you'ro Interested In, consider making an Inveatmont oulslde of your plan In addition to your regular plan Inuestmenl. This way, you'llllelp achieve diversifica- tion by better focusing on your goals, Seek Assistance For more Information on asset allocation and your available Inuestment salectlons. contact your Copeland Account Executluo, 'Source Oetermlfllll1l! or P0I1101IO PI!flOfnl,1nCe II An lpdalt. ' .:oumll 01 ~~1:Jn(II1' PI,tnnm'l, MB~<J(Jne "J9. .. Sooru' MMty, MilV 1 !1gB Diversification Can Help You Reach Your Investment Goals Just os on artJst's palalte contains 0 wide array 01 colors. your Investmellts should probably Include 0 number at diverse holdings, Sevaral sludles hove shown the voluQ 01 dlverslll. calion. The most IOIll0US diversification stUdy showed lflat asset allocation - spread. Ing your tunds among severnl types 01 Investments - was responsible tor 92 percent 01 Investment relum.' Invest. ment selection and markat timing accounted tor Iha remainder of performance. As long as yoor retirement plan offers more than a single Investment choice, It's possible to dluerslty, You may also wish to diversify your Investments outsldo of your plan, 60 lhat your tolnl assets ora spread among a number of different Investment tholces. Diversification Within Your Plan Although the average retirement plan offers seven Inuestment choices. the typical participant uses Just two," Clearly, many Investors lack dlverslflcallon within their retirement plan. While that may 110t be 0 detriment lithe chason Investment selectlon5 perform well, it can leave Investors vulnerable to undue risk and ul1derperlormnnco, So how can retirement plal1ll1vostors achieve diver. siflcatlon? Once you've explored the options avml. ablo, one potentially goad way to stol1 is by Invesling As long as your rotlrement plan offers more than a single Investment choice, It's possible to diversify. 111 your program's funds WhiCh own many different investments. A lund offers bUllt'lIl diversification by DII TilE COPEL.\ND COMPANIES' 1','1\,;11/0'.' HI.','1i 1111 lit IlIt/IIII11/l! SI"'I'i(di,\" spreading Its Investmont dollars among a variety at available Investmonts. Dopendlng on the Invest. ment soloellono available In your plan and the amount you plan to Invest, It moy not be practical or advisable to diversify among seven or eight dltlerent funds, Just two or throe may be sufficient to meet your needs, Diversification Outside of Your Plan If you Invest outside ot your retirement plan. you may not wish 10 'lnld Investments similar to Ihose Within your plan. Such 0 concentration of assets may leave you unnec- essarily vulnerable to risk. II you own funds Inside and outslda at your plan. check to be sure that your out- side Investments lITe dlsslmllllT from the Invostmenlli In your Program Account by becoming acquainted With how each fund Is Invested. For Instance, It you own an S&P 500 fund Within your plan and a mld.cap contmued on back I ,lmIIKWI.,.lIh . Deferred Compensation Program SiCiTiii YOUIl n)TUIl~. 'f!fllAY, $/30/06 AlJlllllmla:rrtJ. h,.lUCI' ll/ltJ S&:f"IH'IJ h~ no 1I1t-: 1'111'1-:1..\:\11 ('O'II'\:\IF~ IH-31-220~ ~OR IN,ORM'TION CALL /1"" ",,1 H,IIII HI,'lI 1'1,,'11111/': 'I'" I,HI'I' 1-800-~22'1327 1..,111,..1"11,..1,1,1,.11,.1,1,,1,,,11,1..1.1,1..11...1...11 ..,.,........ AIJTO :,J-IHorr 173 ??oo0882 TOooooo~6 I WILLI'M E R05EVIAR 1080 P1NI GROCE AD GARDNER5 P. 17324 P.GE INCePTION TO DA TE SUMMARY IN\lUTMINt 1115 I/lHATl 01/ CP. GROUI' FUN05 S70CK INDE~ FU~O PLNN TOTAL S TOTAL CONtRIIUTlON TRANUIR OlSTRIIUTlONS ToTAl. (JAIN/ (l.on I 00/00 IAl.ANCE O. 23~ H_ 0.234, H __.....2!L .JlQ... 8.783 II ~.!l.L.!! .0000 8.763.11 1~.OS7.68 -~lIt.~~IIl1I11l11UD1""-" ,II. JlIILli'iII m 111...,...~,of~...--.....:IJWlID!UllUMUl~~ PERIOD SUMMARY ( 4/01/96 - 6/30196) INV15TMINt OISI/lHATlON 04/0' T07Al. PERIOO BALAHCI_ CONtR18UTlOI/ TRAN8'ER OfSTlijiUTIONs ~IRIOD OAIN/ILOSSI 00130 BALANCE CP. GROUP FUNDS STOCK lNDE~ FUND 14,048 '11 _--1!l.LJJL. PERIOD TOTALS 14,048'/1 382.02 _~..a., 1_ 1~7-..m1lllll J .......ifIln. 00 00 800 n. 0000 600,22 _ ,~lJttllllf!lu.llIlJI.....<b.... .....~I"..--- .. . 087 ,OJ! 14.007 68 - DETAIl-ED TRANSACTIONS ( 4/01/96 - 6/30196) INV15TMIHT TllAN5ACTlON ~UND DOl.l.AR UNIT /SHAllE UNI7S/ DATI D15CRIPTlON I/AME AI40UNT _ VALUI SHARES 04/09/86 CONTRIBUTION STOCK INDE~ FUND 88.62 .0000 ??oo 04/23/86 CONTRIAUTION S70~K INDF~ FUND 88.62 .0000 .??oo 08/22/06 CON7RIBUTION STOCK INDE~ FUND 88.62 0000 .??oo 08/1.2/98 CONTR IBUTlON STOCK INDE' FUND 18B. 62) .0000 .0000 08/22/98 CONTRIBUTION STOCK INOH FUND 188.82) .0000 .??oo 06/22/08 CDN7RIBUTlON STOCK INDEX FUND 88.02 .??oo .??oo 08/07/86 CONTRIBUTION STOCK INOE~ FUND 8B.62 ,0000 .0000 08/21/96 CONTR IBUTlON STOCK INDEX FUNO 8B.62 .0000 .??oo 06/04/86 CONTRIBUTION STOCK INOEX FUNO 88.62 .0000 .??oo 06/16/86 CON7RIBUTlDN STOCK INDEX FUND 8B.62 .0000 ,??oo 06/27/96 .DMINIS7R.TlVE CHARGE S70CK INOE' FUNO 6.00 .??oo .0000 -- or' mn4ll"~..J ',ullill"~IUII!!JMIIlIIll"III'JllIlMD!IIIInI'll'-,m_'.'I'f'''!f.'-'''-...~dl''.DJ~'.1' - ....dl~~""" 'm PAVROLL CONTRIBUTIONS NOT VET POSTED BV THE APPROPRIATE ISSUERS TOTALED I .00 R34 M PA06000 4670 EE 4339 . Compenslltion Progrl1m SECURE YOUR WH'RE. TI)b,\V. 1\ /..",.t/I,', Id. 1111," /',1,11"1"1.: 'Ill I 1,"1'1' mnID.AIlI/~mlMnu~~,- .n ,.._._...~.__. .,n." _._. __._" .._,__ u..____ ....IDWLr;51CUllTLHUI!IlI..._ 1/4- 31-1U4 - ---. . ....__AU.OWIY.HUlII1I._.....__ 11111142 ~...~:.~~.~.:.mo~~~m~CAL~~= 1.III.m.UZ7 PAGE I OF 2 - AdUlIl1I&IUrIJ. 1111111111:11 .aIllJ Srl"I~I:l.J II> II nlE I'ClI'EI..\:-'1l ('lI\lI'.\:-'Il':~ 1,1,11111.111111"',1,',,1,,,1,1,11,1,11,11111111,111111111111 R." U14IU OO"71~ WILI.IAH E IIOSEYEAil 109/1 PINE G/lOYE 110 GARUNERS PA 17324-0838 INCEPT ION TO DA TE SU/oIIARY mmHtN' DESIGNATION CPA GROUP FUNUS STOCK INDEX FUND 0187 13,116.86 .00 .00 20,669.')6 33,/76.81 PLAN TOTALS IJ,16.06 .uO. .ulr -:!U,bb9.'Jb JJ,l/b.Or .. PLEASE NOTE YOUR FOUR DIGIT FUND NUMBER FOR UlE WlTIl THE COPELAND AUTOMATED INFORMATION SYSTEM. CAll THE HELPLINE FOR MORE DETAILS. .. ~D .. U BER llli~lBUTION TRANSFER DISTRIBUTIONS ~~r~~(LD551 tAtillL. - PERIOD SUHHARY ( 1818J/98 . 12/JJ/98 ) t1lm1'Il(N' 18'01 TOTAL PERIOu---TRAN5fER OlSTRIOlJTTON5 PERror u, J~ DESIGNATION BALA CE CONTRIHUTlON GAIN/ILOSS) BALA .L- CPA GROUP FUNDS STOCK INDEX FUND 2~ 406.32 411.74 .00 .00 5,870.76 33,/76.81 PERIOD Toms '-:! ;;J13li'.,T ~rr.T.. .uu' .ulr b,ll/ll./o JJ,1/6.01 DETAILED TRANSACTIONS ( 18181/98 . 12/J1198 ) lNYESTHtN , , RAN5ACTlON fUND DOLL~R ur/lTTSlfARE ~~mr DATE DESCRIPTtON ilAHE AMOU T VALUE 10/06/98 CONTRIBUTION STOCK INDEX FUND 68.82 .0000 .0000 10/20/98 CONTRIBUlloN STOCK IND~X FUNIl 60.8? .0000 .0800 11/06/98 CONTlIlBUrlON S TaCK NO X FUNU 68.82 14.bl48 4.0219 11/20/98 CONTRIBUllON STOCK INOEX FUND 58.82 14.9242 3.94 2 p/27/98 ASSET CHARGE STOCK INDEX FUND 6.54 15.2986 .3621 2/04/98 CONTRIBUTION STOCK INDEX FUNO 58.82 16.1034 J. 8944 12118/98 CONTRIBUTION STOCK NDEX FUND 58.82 !6.2561 J, 8557 12/21/91l ADHINISTRAllVE CHARGE STOCK INDEX FUNO 6.25 6.4460 .4046 12/21/98 ASSET CHARGE STOCK INDEX FUND 6.67 6.4450 .3606 12/31/98 CONTRIBUTION STOCK INDEX FUND 68.82 16.7902 3,7250 PAYROLL CONTRIBUTIONS NOT YET POSTED BY THF. APPROPRIATE ISSUERS TOTALED $ .00 ( PLEASE SEE NEXT PAGE ) . ~Fj,::.tion SlCURf. YOUR .'uruu TODAY. AlilnlnllltJrd. t:ntllllrd and SrrtlcrlJ hy II TIlE ,'OI'I-:I..\M) "OMI'.\:<\II':S Ih""hll H.,,,.Uhlll/",IItmll': '1'1"110"/' umillMl,mullm.~S .~J_ __.h_"__4__'__'_~""'_""'__'" 11,.1111,.1,,11,1,11111,111,11111,1,1,11,111111111111,,,111111 PW OlleJl GOl!leI WILLIAM E ROSEVEAR 1090 PINE GROVE RD GARDNERS PA 113l4-6BJB _JllWUUUIUYJWIlI1L... 174-JI.ZU4 -. .._AUOWIL.IIIW1L__.,- 'llUl42 :_~'Foi]n(OCtlH~~C~~~"'.~~-~ l-IU.422-UZ7 PAGE I OF I - INCEPTION TO DATE SIHIARY IJlvhl"IIH !!.ill ONATI ON CPA GROUP FUNDS STOCK INDEX FUND 0101 12,106.12 ,00 ,00 14jl0l.l0 21,486.12 PLAN TOTALS 17.,/Ub.11. --;mr -----:1lr "~,71l1-:lr U,4U0.:!2 .. PLEASE NOTE YOUR FOUR DIGIT FUND HUMBER FOR USE WITH THE COPELAND AUTOMATED INFORMATION SYSTIM. 'ALl. THE HELPLINE FOR MORE DETAILS. .. ~UND .. UHBER JDTAL CONTRIBUTION JRAJI~HR DI5lRlBIITlDN~ J~lAL GAIN/ (LOSS) n~3g- BALA CE IJlVUJ"lJlI DESIGNATION CPA GROUP FUNDS STOCK INDEX FUND PERIOD TOTALS 7/81/98- 9/J8/98) 87 ~81 TOTAL ptKIOD BALA CE CONTRIBUTION TRAJI~flK Dl~TRIBUJION~ PlRIOD GAIN/(LOSS) P8~3t1 BALA C E PERIOD SU~RY ( 30,110.27 ,IU,I/O.U 352.92 Jb1.:1T .00 ,UIl .00 .ur p,OH,Oll 3.U44.0/ 21,486.32 U ,QUb.J2 DETAILED TRANSACTIONS ( 7181/98 . 9/J8/98 ) INVU'HlNT rIlAN~A~JIOJl fllND DOLLAR IINIT 15HARl- UNIJ~I DATE OESCRI PTlON NAME - AMOUNT VALUE SHARES 81/14/98 CONTRIBUTION STOCK INDEX FUND 50.82 .0000 .0000 01/28/98 CONTRIBUTION STOCK INOEX FUND 5B.82 .0000 .0000 081l1/98 CONTRIBUTION STOCK INDEX FUND 58.82 .0000 .0000 08/l5/98 CONTRIBUnON STOCK INDEX FUND S8.82 .0000 .0000 09/09/98 CONTRIBUTION STOCK INDEX FUND 58.0l .0000 .0000 09/22/98 CONTRIBUTION STOCK INDEX FUND 58.82 .0000 .0000 PAYROLL CONTRIBUIlONS NOT YET POSTED BY TIlE APPROPRIATE ISSUERS TOTALED S .00 R39 H PA05000 457B EE 5437 l Ii II I I ! Ii I II ! II N 11i1 I ! I .! 1.1 ! J I ~ ,~ q X i ~ ! ~ R L~ ~ I. j ~ihPIJ l:iH!prHIIWHL1 _.- ..-- -" --- ,--~,_.'-"~--'-'----'-- -- @ \\!! ,~\ l -. a ~p I~ ~\~. ~~ . ~ ~\ t tH \ \ n \ ~ ~ n \, ! " \ e 1- $ " t' ~ \ r" I,L II ~I 1/ ~'~\ ~ -. ~ \ - i n fl ~ ., . ~ ~ HI ~ ~ ~ , " I !r, j . \ H HI II h l , \ ~ \~ ~ .. h U\. ~. ~ U\ ~ !! ~ H \\ n I ~ ~ ~ \ \\.d .\, I H ~ i 10 n 11 n ro ~~ ~ !~J~'F-. .. r, F.l It, r.:\ C\ ,I " ., F. i - t:"I 0 -:'J . - l!\ ~ - . ~:. ~ . \ v :1:" c~ Iii t' t.~ h ~ ~ ~ 1 \' U- ~\ I ~ l. ~ e p, I..~' e~\ \ ....11\'1 0) l ~.: \,\V 5\;'" UH\\ l\ (!hu,'\ HIUIII Hq H\ ~ ~ . \" \\ ~ a , ,U ~ I ,,-. \ ~ G ,\,., . , ,@ <.9 I l I I I ~ * \\~A \\ U \ 11 I ~ ~ 1 d i " __ -.---- --~--- - .. - ..-- -- ---.-- ~ els) co g n ~ g g . I!! f ~ '~ e J R Ji . M " ~, · l J., ~ J! D r U ,~. Jd J u fil ! ~ H. i H II; 1 " H' ,II "6-" ~riM !~ f ~ ~i~ . 1I111ji! I HHi1dl!l!!! ~ll'!lll I II il h I J i Illllllii J I II It iii qq' J, n ..... . f, '". ,d ~ : ~ ~ ~ R Pi I ~ ~ ! J d .. ._,.. a} ROBlUllar U, ROBIIUllar No, 9fJ. 4Jl63 Clull Tlrm . In D1UO/'f1' lWARl'J'AL ASSfl'lll 1, Marital Bhare of HUBbwld'B Statu Employees Retirement Sy.tom pension benefits 2. Mll1'ltal shW'o of Husbolld'B Commonwewth of Pennsylvania Doferred Compensotion Program Account 3. Morltw shore of Wife's Public School Employees l!otlrllmunt System penllon bonefitB 4. 1995 Soturn Bedlln 5. 1988 Jeep Wllgoneor 6. U.S. Savlnga Bondi I- 7, HUBband's coin caUectlon 8. 1977 Pop up tent cwnper trailer 9. Cuh vwuo of Prudential Life Insurance policies on Hu.band 10. Cuh value of Prudential Life Insurance policy on Wife 11. HouBOhold goods Wld furnisblnga 12. Morltal share of PNA InBurance policy on Wlfo lm&MABITAL ASSEts 1., Wife's Inherited Interest In the Stanley J. Krlsh Funeral Home. 2. Wife's real property at 12 Corporation Street, Newville, PA ASSET Owner M.rll.1 V.fut Non M.rll.1 V.fut D.lt MutuII Fundi Amerlcon Funds Account W 1.639.60 3.018.42 As oroos Ineurlnee Prudonllol . Policy No. 25287 B66 H 8.657.67 Prudonllol . Policy No. 14798 179 H 771.24 Prudenllal . Policy No.D42 324 985 W 6.973.38 PNA .Corlficolo No.l0071900 W 1.788 Retirement 1#".,) Public School Employeo5 Rallrement 5yst~m Acel W 2,092,71 .:, As or 6/30/98 PA Oeferred COlllpen5allon Accl H 14.997,815 .., As or 6/30/96 PA Slole Employeo5 Retirement SY51em ACCI H '. .1'~ l:.1 Vehlclee 1995 Solum /"'.. 1088 ,Ieep Wagoneer H- Pop up trailer (, l ihl I' 13/" '.-'OJ J H H 4.9015.00 15.092.60 6. 'f .,.0 .Slnk Accounle, Bonde, Etc. PSECU Account 0105421036 Savlng5 PSECU Account 0165421036 Checking PSECU Account 0074362204 PSECU Vacation Accounl PSECU CI11'15tma5 Account PSECU Checking Account . PSECU Account 1174362294 Savlf,g5 U.S. Savlng5 Bond5 . 1096 pl'OCeed5 U.S. Savlng5 Bond5 . other. Foce Velue J J J J J J H J J 1,866.23 466.01 649.19 38.43 :230.22 762.16 6.01 0.00 6.625.00 "- 10.000 ) "'--_/ , ~' ,'5, ~ ~~~/9 "', Tlnglble Proparty Coin collecllon Hou5ehold good5.etc. H J Buelneeelntereele Stanley J, Krl5h Funeral Home /'''' 1Jvo1/o,/,( 2,802.66 , TOTAL 47,1506.61 WI~~IAM ~, MOS~V~A~, Plain ti ft VS. , IN THE COURT OF COMMON P~E~S OF I CUHBSR~~NO COUNTY, PBNNSY~V~NI~ I , NO. 96 . 4253 , I CIVIL ~CTION - LAW I , IN DIVOllC~ P~u[,~'r'r~ H. ROS~V~~R, Defendant ORDSR ANO NOTICE SETTING 1Ir::~RING 'rol William ~, Rosevear Plaintiff , Keith O. Brenneman , counsel for Plaintiff Paulette M. llosevear , Defendant Andrea c. Jacobsen , Counsel for Defendant You are directed to appear for a hearing to take testimony on the outstanding issues in the above captioned divorce prooeedings at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania on the l~th day of May , 2000, at 9100 a,m., at which plsce and time you will be given the opportunity to present witnesses and exhibits in support of your case. By "r~ E: IlIoff}r, President Judge Date of Order and Notice, lO/26/99 BYI Divorce Master IF YOU DO NOT IIAV~ A T~LEPHONE TH~ OFFICE GET LEG~~ HELP. LAWYER OR CANNOT AFFORD ONE, GO TO OR SE'1' FORTH BE~OW TO FIND OUT WHER~ YOU C~N CUMLlEIH.^Nr> COUNTY LlMl MHOC I M'roN 2 f,1I11mTY ^VI':NLJE eMII.1 HI.E, P^ t 70 t I TI.:I.EPIIONE (717) 24'J.III>I. , i j J ! ,13 1 J I 1. !l 'I i I 1, i'l ~, I 1.' 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C,) 0" " 1'1 I I , , , , , I I, , rI , , id " , " , 'I I , , I, , " I , , , " , , , " , , , , , ,r' II I I , , " t, I,' ilil " .1 .1, i: '\ , II , ., " , .) , ! !) " , \: 'i ~~ ... ~ " , Ii ~l ., q., '\r~ ., >-I,i' ", oo) ::r; f) ~ 'rg; Y' Ii ~b. h J<.-J N ;;l~ w - , , Hi " rS ~ I~rj\ J.l I) I.. , " I' ~ , b g " I , " , ( i,' " .1 L 'r I " I , , " I , , I, ., /' , , r. , , I I , , , I I 1;1 " ,II :' 1'1 , , " " " " " I, 1,1 ,I " I' 1 '. ,I 'I " , , , , " " ,I I" " " , I! , " " " " , d Ii ',' .. I' 'It I , " , ' Ii " 1'1 " q I' ,II , , !i 'I , ,t' ill !, ,'I ., ! I " , , " 'II , II; " Iii) , " I I " .Ii Ii " , , , ,I I.) fl, ( I.AW IJtrlr.I'j SNEl..lJAKI;,.. B"nNNtl,4lM~ B: Sl'MtE WILLIAM B. ROSEVEAR, Plainti tt IN THE COURT OF COMMON PLEAS CUMBERLAND cOUN'rv, PENNSVLVANIA NO. 96-4253 CIVIL 'ltERM CIVIL ACTION - LAW IN DIVORCE v. PAULETTE M. ROSEVEAR, Defendant ~'B REPLY TO NEW MATTER At:ID PETITUllL FOR CO~_ Plaintiff William E, ROReVear by his attorneys, Snelbaker, Brenneman' Spare, P. C., submits this Reply to Defendant's New Matter and Reply to Petition For Costs aD followsl 12. Paragraph 12 of Defendant's New Matter and Petition should be stricken for requiring a reply to an answer which is a pleading not recogni?ed by the Pennsylvania Rules of civil Procedure. Accordingly, Defendant's Answer, to the extent it is oontrary to any avermEnts of fact or law made by the Plaintiff in this action, is specifically denied. 13. Admitted. 14. Admitted in part. It is admitted that Plaintiff's ourrent gross annual income is $63,921.00 and that Plaintiff enjoys housing and certain fringe benefits as a result of his employment, including health insurance benefits and annual leave. Paragraph 14 of Defendant's Answer and Petition is denied to the extent it characterizes any of the foregoing items. 15. Admitted upon information and belief. 16. Admitted. ~AW IJ/'/'ICI,U SNlLbAI<EIt. BRENNEMAN 651'ARI! 17, Admitted in partl dnnied in part, It is admitted that Oetendant sUffers oertain modiQal oonditions. After reasonable investigation, and in oonsideration of Plaintiff's status as R layman with respect to medical matters, Plaintiff is without sUfficient information to form a belief as to the truth of the averments with respect to Dofendant's claimed diagnosis, disfunction, pain, weakness and limitations as desoribed in Paragraph 17 of Defendant's Answer and Petitionl therofore, such allegations are denied. 18. Admitted. 19. Admitted in partl denied in part. It is admitted that Plaintiff advised Defendant that he would no longer oontinue to pay certain marital debts by means of a letter dated September 3, 1999, which letter being in writing speaks for itself. It is denied, to the extent it is expressed or impliod, that Defendant has in fact stopped paying marital debt by means of an automatio deduction from his credit union account. 2Q. Denied. It is denied that Defendant's income is insufficient for her to meet her reasonable living expenses. To the contrary, Defendant has purchased a home and was able to maintain said home. It is further denied that Defendant is unable to maintain herself in the lifestyle enjoyed during the marriage. 21. Denied. After reasonable investigation, this party is without sufficient information to form a belief as to the truth -2- L.AW oJHI(:~'1 SNELbAl<EII, BRENNEMAN 6: 6t'^A~ of the alle9ations oontained in Paragraph 21 of Defendant's New Matter and Petition; therefore, same are doomed to be denied. 22. Admitted in part; denied in plJrt. It is admitted that Defendant has hired oounsel to represe>>t her in her divorce and with regard to her spousal support claim. It is denied that Defendant haa inour.red costs based upon the stated intention to depose any "fsmily members" of Defendant. It is denied that Plaintiff at any time stated the intention to depose any family members of Defendant except her brother. It is denied that Oefendant is unable to pay for costs of her representation or oontinue with the litigation of this case. To the contrary, Defendant has a mutual fund and other liquid assets which provides SUfficient funds for her to pay counsel fees and other Qosts in this case. 23. Admitted in part; denied in part. It is admitted that a treating doctor of Defendant purportedly diagnosed Defendant's medical condition of m~ltiple sclerosis. It is denied that Dr. Craig Jurgensen is a "medical expert" since the qualification of an individual as an expert is made by the Court and such a determination has not been made in this case. After reasonable investigation, Plaintiff is without sufficient information to form a belief as to whether Dr. Jurgensen is a board certified neurologist or charges $150.00 per hour for services in the preparation of his testimony and the providing of medical testimony; therefore, said allegations are denied. -3- L.AW O'''IC~li SNU.DAI<e:R. BnlNNj;;MAN 6' SPAIlE 24. Denied. It is denied that Defendant is without sufficient funds to hire Or. Jurgensen or other medical experts. To the contrary I Defendant hu IS mutual fund and other liquid ISssets which are sUfficient to cover her costa and expenses for such purposes. 26. Denied. It is denied that Pefendant is prejudiced due to her alleged inability to afford and provide medical testimony. The averments set forth in Paragraph 24 of this Reply are incorporated by reference herein in their entirety. 26. Admitted. ~7. Denied. It is denied that Defendant is physically unable to perform the duties of a funeral director due to har alleged reduced physical functional capacity. To the contrary, based upon information and belief, Defendant has continued to work funerals at the funeral home of her brother while she continues to claim she has redUced physical functional capscity. 28. Denied. It is denied that Defendant is without funds to obtain a vocational report or to hire a vocational expert to provide expert vocational testimony in this action for the reasons set forth in Paragraph 24, above, the averments of which paragraph are incorporated by reference herein. 29. Denied. After reasonable investigation, Plaintiff is without sufficient information to form a belief as to the cost to Defendant to obtain a vocational assessment and provide expert vocational testimony I therefore, such allegations are -4- " , , I " " ,i i' / ,j,'/ " " " " , , "l~ I, L:"; I:" 'I , .. " ." I, ,i . \! ! , " , ': . I ,1;_1 , I on J: ~ , \ , " .~ l.f,i I, I r'>l 'I, . 1,\,1 , " ,!) ,. . I " ,'"I i , ,7n " 'I , '.il .:) I " ;'1' " , , II' 'II " " " , 5Nt:LIMKfR, BII./:NNfMAN 8 5PAIl.f ^ l'll~ln "In'~^l l n"'llJP,AIIllH ^1'TOfl.N~Y~ ^r LAW "I~H""I) C INIL.II~'" Kllnl 0, ""INNIMIIN "HILtP Ii IMIlI .... Will "'"IN "/tnr MECI'I^NIC~allI\G. rENN~nV^NI^ 17055 "'-f)U"UI~II" , I', (I bON Jib MCIIMIU 11m nONQ", June 18, ).999 E. Robert Elioker, II, Esquire Offioe of the Divoroe Master 9 North Hanover street Carlisle, PA 17013 ReI Rosevear v. Rosevear No. 96-4253 civil Term, cumberland county Dear Mr. Elioker! Enolosed ploase find Plaintiff's Pretrial statement in referenoe to the above matter, y~~ Keith O. Brenneman K08/82 Enolosure CCI William E. RoseVear (w/enolosUre) Andrea Jaoobsen, Esquire (w/enclosure) , , , 1'1 LAW U,P1CJt; StiII-DAKllt. DRENNf.MAN a St'A11E WILLIAM E, ROflEVEAR, I IN THE COURT OF COMMON PLEAS Plaintiff I CUMBERLAND COUNTY, PENN~YLVANIA I v. I NO. 96-4~63 CIVIL TERM I PAULETTE M. ROSEVEAR, I CIVIL ACTION - LAW Defendant I IN DIVORCE MOTION IN LIMINE Plaintiff William E. Rosevear by his attorneys, Snelbaker, Brenneman & Spare, P. c., submits this Motion in Limine and in support thereof states the followingl 1. This action in divorce was initia~ed by Plaintiff by Divorce Complaint filed July 26, 1996. 2. On May 11, 1999 Plaintiff filed a Motion For AppoJ.ntment of Master in reference to this proceeding, 3. A pre-hearing conference has been scheduled in this case for October 25, 1999 in front of Divorce Master E. Robert J::1icker, II. 4. Defendant Paulette M. Rosevear asserts that she was diagnosed in 1995 with multiple sclerosis and suffers permanent disabling impairments which she claims affect her physically and limit her work activity. 5. Defendant claims that she is limited to working part- time during the school year and that she is not to work during the summer months. 6. Although Defendant's Pre-Trial statement filed in this action recites Defendant's medical condition and the purpor.ted l"W "'~IC~" BNnUM<E't, aIIENN~M^N 6 BrIARe: limitationH on her work, Defendant has not identified any physician that will be testifying by deposition or othQrwise on her behalf or whether Defendant intends to call any physician to establish Defendant's medical condition, diagnosis, physical limitations and recommendations for physical limitations as they relate to such diagnosis. 7. It is believed that multiple sclerosis is a medical diagnosis resuLting from the ascertaining of symptoms and appropriate testing. B. Multiple sclerosis generally Bnd its affect in creating limitations on Dofendant's physical activities do not concern matters with which a lay purson would be familiar. 9. As a matter of law, Defendant is precluded from testlfying concerning the existence or non-existence of a disease which is only discoverable through the training and experience of a medical expert. 10. As a matter of law, Defendant cannot testify concerning physical limitations placed upon her by a physician due to the existence of a disease which is only discQverable through the training and experience of a medical expert. 11. Defendant has offered no medical testimony or indicated that any such testimony will be presented by a medical expert regarding her condition and alleged medical disability. WHEREFORE, Plaintiff requests this Court to grant this Motion in Limine prohibiting Defendant and her counsel from .2- orrering and referring to Defendant's diagnosis of multiple solerosi. aa well as the alleged medical disability and aocompanying limitations that purportedly relate thereto unless Oerendant presents such evidence through testimony of a medical expert. SNELBAKER, BRENNEMAN & SPARE, P. C. BYI I Keith o. Brenneman, Esquire 44 West Main Street Mechanicsburg, PA 17065 (717) 697-852B Attorneys fQr Plaintiff William E. Rosevear Oatel september 22, 1999 , , LAW o,,,eu SNILPAKIUI, Bn~NNIMAN 6: SPARr -3- " '/ WILLIAM E, ROSEVl!AR, 1)llIll1ll11' IN TIlE COURT OF COMMON IILl!AS OF CUMBERLAND COUNTY, IIENNSYL VANIA v, CIVIL ACTION - LAW MULE1vm M, ROSEVEAR, Delimdlll1t NO. 96.4253 CIVIL TERM AND NOW, this QRl.mR OF COUI!]' \ ~1 ~Uy or October. 1999, upon considerutlon of Defendant's Petlllon lor Advance or Cllsts To Obtllln Medicul and Vocational Evidence, a Rule is hereby issued upon PlalntilT to show cUllse why the relicI' requested should not be granted. RULE RETURNABLE within 20 days of service. Keith 0, Brenneman, Esq. 44 West Main Street Mechanicsburg, PA 17055 Attorney for PlalntilT BY THE COURT, !lL tj'oil t Weslcy Olcr, ' . ,(()p.uAJ Jl~ I(NI{ '( 9 ~lK , , . " / " I I : , I I I .' , ; ! ',i"-' I, , , ,i ; I I , I - i :\ I, I ./ it_! ~) '~'l "d . Hi ....~ Andrea C. Jacobsen. Esq. 52 East High Street Carlisle, P A 17013 Attorney for Defendallt :rc v. IIN THE COURT OF COMMON PLEAS I CUMBERLAND COUNTY, PENNSYLVANIA I I NO. 90-4263 I I CIVIL AC1'ION " LAW tIN DIVORCE WILLIAM E, ROSEVEAR, Plaintiff PAULETTE M. ROSEVEAR Defendant ANSWER TO MonON IN I...IMNE, NEW MATTER And PETITION FOR ADVANCE OF COSTS TO OBTAIN MEDICAL AND VOCATIONAL EVIDENCE 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 15. Admitted. 6, Admitted. 7. Admitted. 8. Dl1nied. " It is denied that the effect of multiple sclel'osis on limiting Defendant's (Wife's) physiclII IIctivities do not concern mlltters with which a lay person would be conclJl'I1ed. To the contrnl'Y, it is nsscrted thnt Wife is unfortunately wellllwllre ns 11 matter of personnl knowledge of the symptoms and limitations she is suffel'ing liB 11 result of her diagnosed condition. 0, Denied. It is deniod thllt Wife is precluded fl'OIll tostifyinll' I'ollnrdinll the existence of II disellse with which sho hils boen dillgnosed. '1'0 the contrllry it ili IIssel.ted thllt she is IIblo to tostify on tho bllsis of hel' pel'sonlll knowledge of thllt dillll'nosis liS set fOI.th in medicllI ropol.tH IInd insul'lInco rocords with which she ill well fllmHillr. 10. Denied. It is deniod thllt Wife cllnnot tostify IIH to limitntions she is subject to liS II I'osult of hor dillgnosod conditien. '1'0 the contrllry it is llssertod that she is IIblo to testify liS II reHult of porHonll1 knowlCllllO of the functionlll physicnl limitlltlons imposed upon hel' by l'ellHon of her dillgnosed medicllI condition. 11. Admitted thllt Wife hilH to dllte offel'ed no modiclll testimony 0\' indicllted thllt IIny such testimeny will be preHented by II modiclll expel.t rOllllrdinll' her condition llnd lllloged mediclII disllbHity. NEW MATTER AND PETITION FOR COS'1'S OF MEDICAL EXPERT 12. Wife incorporlltos heroin by I'ofel'once the priolo plIragraphs set forth above. 13. Plaintiff (Husband) is an l!luployoc of the Commonwcalth of Pennsylvania, Department ef Conservation IInd Natural Resources, Bureau of State Parks, and HUI'VIlIl Ull thu Purk Oplll'ntiunll Mllllngor of GUTol'd Pinchut Stnto Pnl'k in Wollllvllle. PUllIlllylvunin. 14, Plnintiffll cUl'ront 111'01111 nnnunl incomo ill $1I3,mn.00. In nddition, Plnlntiff onjoYIl houlIing nt the pnl'k lit n modollt l'ont, Ilnd rocoivoll lIignificnnt fl'ingo bonofitll ns n rllllult of hill stute employment, includinll fl'eo henlth insurnnce benofits, Ilnd pnid nnnuullenve. 15. Defendllnt is employed ns II pm't timo schoolnUl'l.le Ilide Ilnd il.! pnid onlln houl'ly bllais Ilt the rnte of $8.51 pel' hour. litH' unnuul gl'OSS IUlIluul Illcome is $7,650.00 plus dividonds of $1,700.00. Sho is not pnid for time during school hl'onks, including school holidnys, Christmlls Ilnd summel' vnclltiolls. She is entitlod to no heulth insurunce benefits or 11IIid lUlIlUllllenve from hel' employer. 16. DUI'ing the COUl'se of the purties' mUI'I'iuge, Wife WllS the primury caretuker of the partiea' children, and since the birth of her childl'en, more thun 20 years ugo, hilS been financially dependent upon Husbnnd, who WIlS ulwuys the pl'imnry wage eurner of the fumily. 17. In MI1Y, 1095, defendunt WIlS hospitlllized with lower extremity weakness and bladder dysfunction, nnd sustnined sensory/motor weakness in the lowel' extremities, and was ultimutcly diagnosed with multiple sclerosis. Since the time of her hospitalization, and diagnosis, Wife hns suffered pain and limitation of motion in her bock and lower extremities. She ia UMble to wulk for any distance without an llssistive device. Her balance hus been Impaired and she is subject to great fatigue after minimal exel.t!on. 18. Durin" tho ~llllurnthll\ of thl! IIIll.tillH, HUHhullll hila boon IIl1yillK allouHll1 aUllllort to Wifll lIa ol'dol'od by DlllllOHlic IWlllli(lllH Soclionof thiH COUl't lit $:3011.:13 hi- weekly Illll' Ol'dol' dlllod Oclobol':I, WOll. A 1ll0dilh't.1 Ol'dol' WIIS onlol'l!ll in lhllt IllllltOI' Oll SOlltolllbol' :I, HJ!JO, IInl'l' ,'ollli.'I'OIWl' upon tho pl'lilhlll fiu' 1ll0dlliclI!ion ()f WiCo. Huabllnd'K IIPllll1I1 of Ihlll <ll'del' is now IWlltllnlt Iwlill'l' II\!! COUI't. Tho now Ol'dol' Ill'ovidoa fill' KIlOUHlll sUPPOl'1 illl hI! IIllltHlIllof $1, IM:I.I 0 pel' 1II011lh. lfJ. Sincu 11ll! UllU'y of I Ill' Ill!W l'UClJlIIllll!llded Ol'del', lluHbllnd hllK IHlviHod WiCo thllt hl! will no IOIlj.\el' CIl11111ll1l' 10 PIIY Ih!! 11llll'illll d!!blH lhlll he hllH h!!onllllying ailleo tho IIOlllH'II1ion oC IIIl! IlIll'll!!H hy IIUIOllllltk deduclion (hUll his cl'edit union IIccOUIIl. HUllbllnd IIdvlH!!d Wif!! by leuIH' (11I1!!d S!!1l101llhel' :I, WOO, Ihllt hl! WIIS IItolllling tho llllymolltH on t.he vehicle IInd WIIH "willlllg 10 lI110w II h(l 1'(1POHHoHHed." Soo Exhibit A, lottol' of Sl'plelllhol' :1, WOO. :l0. Wifo'H incolI\e iH insuflicienlliJl' hol' 10 moot hOI' I'ollsonllblo living l!XllonHoB. Sho iH unllblo to Illlllnlllin hel'Holf in the Iifestylo enjoyed dUl'ing tho mlll'l'ingo. :11. Wife hllH hlld 10 bOI'I'ow Illoney fl'olll hOI' flllllily in Ol'dOl' to moot tho oXllonsoK ofhl!1' vehido, which she 11l'0ds tOllot IllIdt IInd forth from work. :l2. Wifo hllK hired coullsel to l'elll'eHont hul' in her divOl'ce und with I'ogtll'd to hol' allouHul HUpP(U.t dllllll, hUI Is 1I1111hlo to PIlY hel' for the cost of HlIch I'OIlI'oBontnLion. Wifo hus incu1'l'od costs und exponsos l'ollltod to this IllllltOl' including unuHual oxpensos I'ohlted to HlIsblllld's doposition of Wifo, IInd stilted intention to dcpose family lllolllbcl'K of Wifo, includinll hel' bl'othol' I'csiding ill Altoonll, Pennsylvnnin. expenses relnted to Husblllld'll dupollit.iun of Wifo. lInd stlltud intontlon to dopose tiunily membel'll of Wifu, including hur bl'othur l'ulliding in .'\ltool.1ll, PunnllylvlInin. :l3. Wifu'lll'ogulllr o'ellting dodol', who is till! mediclll IlxJll'l't most fllmilhu' with hOl' diugnosud mediclll condition of Illultiphl sclerosj,s is Dr. Cl'IIig Jurgonson, Bulvodoro Modicnl Corpol'lltion, HliO Wlllnut Bottom IUlIId. ClIrlislo, PA 17013,. u bOIll'd cOl.tifiod nourologist. Dr. ,Jurgensun's nOl'llull c1ull'gu tin' providing mediclll tostimony is $1liO I)(!l' hour for Ill'eplll'ution lInd test.imony time. :l4. Wife is wit.hout funds (0 hire Dr. ,Jurgensen 01' othel' modiI'll 1 exports, fllmiliur with her condition Ilnd hl!r rllsultinll' limitutlons lInd Pl'ognosis to pl'Ovldo oxpel'!. mediclll testimony in this IIdion. 25. Wife is prejudiced by thl1 filet of hur inability to afford and provide such mediclll testimony. 26. Wifo is uliconsod funurlll diroctor. 27. Wifu is phYlliclllly unllblo t.o pol'fOl'1ll the dutios of a funoral director due to her reduced physiclll functionlll Cllpllcity. 28. Wife is without. funds to obtllin II voclltionllll'epol.t or hire u vocational expert to pl'ovidu expert voclItionlll testimony in this llction rolated to hor capacity to perform hor prior work 01' othel' regulur gllinful employmont in light of hOl' modical condition und tho offect of such upon her prosent und futuro oarnings cupacity. :l9. Upon informRtion und bolief aftor inquh'y, it will cost Wife approximately $1,000.00 to obtuin a vocutional assessment and provide export vocational htHlIlIIUllY rlllllhullo hili' IIhUily tu Ollgllgo ill hOl' prior work or othol' I'egular gllinful ulIIllluYllU/Ilt illllllht uf hOl' 1II0dicIII conditiullllnd the effect of such UpOll hel' pl'eaellt 111111 futurll ollrnlnlls ClIllllcily, :Ill, Wlfo Is proJudicod hy the fllct of hel' illllbility to IIfford lI11d pl'uvide such lIIudlcllllostlll\lJllY, ill, Hushnnd Is Willi IIhlo tu IIffOl'd to PIlY till! cosltl 1'01' Wife to obtllill lI11d 11I'uvhl0 OXJllII't llIodicllllllld voclltiollllll!videllCe, WHMHFWOlUi;, Wlfl! l'etlJll!ctfully l'Oqulltlts thllt this Court Ilntl!r IIn Ol'der: II, DOllyinll Plllintill's Motioll III Limne intloflll' 1It1 it would preclude Wife or her cuulllml fl'UllIofliJl'illll nOll-hl!III'tlIlY l!vidence 1'l!llItl!d to her mediclII cOllditiolland tho tlYlIIptlllll" lI11d functiollllllimilrltions tlh/) hilS suffm'ed SillCO hel' diagnosis with multiple tlclel'utlitl; IInd h, Ol'lIol'lnll HUtlllllnd to (lilY to 01' on bl!hlllf of Wife such sum liS mllY be chllrl(od hy Dr, .Jul'gensell to 11I'ovidl! mediclII evidence relllted to her medicnl cOllditiun, tho aymptomtl 1I11d functlonllllimitlltions she hilS sufferl!d since her dillgllotlis with multipll! sclorosis, her prognosis 1I11d treatmellt, IInd the limitlltions shl! is likely to suffl!r in the futul'e liS II result of hor medical condition; Ilnd c, Ordel'ing Husband to PIlY to Wife the sum of $1,000,00 so that she may present expert voclltionnl evidence relnted to the vocational impact of her dhlgnosis of multiple sclerosis a8 well as the medical disability and ~~~ .... l>- (1"1 E. ..:r. r~ - i:: t) ~"l' :a I,. ''ll 111 . i,) ~L - 'I:;": ,,'IjJ - 11];j5 ff;l , >. ~. ' ,,- 11M! b:! f:) lH rJ ! j ,I !I , '. I'''' 1:1' i1i,' I) ''>1/ \' , ,I I'/!\'f 99 ~lnY I, 11.11 1lllU GIJMI~I.I 11.1! ,I) !),)lJNTY IIENI~l\,(LVMIl^ I t' I . , I' I' i' -1 I I I " , Ii 'I , I, 'I I, " " ;>1 I '1 I, I " I \ I I '1,1 Ii lAW a"lcI\' SNII..IAKIN. BRINNIMAN a SI',lRl' WILLIAM E. ROSEVEAR, I IN THE COURT OF COMMON PLEAS Plaintiff I' CUMBERLAND COUNTY, PENNSVLVANIA I V. I NO. 96-42~3 CIVIL TERM I PAULETTE M, ROSEVEAR, I CIVIL ACTION - LAW Defendant I IN DIVORCE ANSWERS TO INTERROGATORIES ADDRESSED TO PLAINTIF~ I i I p.3 6. List by o.ddrus o.nd lego.! dllacript1on, giving city, county rmd stllte, o.Jl real p~operty held by you In your nume WOM, or Jointly with o.nother person, o.nd for eo.ch. such property, indicute dutl! 01' ucqulaltlonl purchl1llft priCD, do.te o.nd plllcl! of recording, your beHt Ilatlmo.te of mo.rket Vo.!UD, presently, or, If sold, vo.!ue ut t.lme of Hwe or other diHpoHltlon, und o.n eBtlmutl! of o.ny mortgllgu or liens llgllinst thl! propl/rty, I have no real property, 7, Do you own o.ny atoclta, banda or Othlll' secu1'ltleH In o.ny corporo.tlon In your no.mllllione, or Jointly with o.nother pllraon, or hllVl! you held or disposed of o.ny Buch securitiea since Jo.nullry 1, 1996'1 If so, plellse stlltll name o.nd loclltion of corporlltlon, numbor. 0, Shlll'llH hllld by you o.nd, If hold jointly, percllntllg9 of your ownership, whlln llcquirlld, Ilnd Bppro:dmlltll current value of your Interest, or, If 110 longer hllld, vlllUl! on dllte of sole or trllnsfel.. Identify o.ny dividends or other Income rllcelved on llccount of such ownership during the lo.st tMlle ta.x yeo.rs, o.nd o.ntlclputod for the currllut Colllndo.r yeur. I do not own any stock, bonds or securl,ties. I have never owned or disposed of any such items. 6 COMMONWEAL Tli OF~ - EMPLOYE STATEMENT "".lIWIl. "H' n." .. "". cNOII lllNINc' /,114,00 /0,014,10 "y '11100 IKDIKO' 0'-0'-00 UV 0411, 0'-/0-00 KIHU' OIDUCIIOHI In,lI /,In,!1 YI', "'10/'10000 om, OU coc, 01l0. flU Kilt " " 0/ 10C IIC " ',/0000\ I" ,II I, III", "PI, 0.6171 PO'" 01"" IIKI I"-U-/l" lot I tl"'O " I. '1000\ ",II 118," .'U' II ,NY ,,'01' 01 IT~" If LlvlL, 00 11111 Kill r, " /, '0000\ II," UI,76 C IV' I K'lNL IllNe' U If , HeltOr " CORP Lot KO "-NIL ,. ., 110 I. 00000\ /1,/8 110,11 =11 PIU CON lUll IMP 1,00000\ Ill, '0 1.001,1.1 'tl-" 11.10 "100 MI-K" III, 'I 1 ,010,00 Ie OlOIN-" CVHIINI'KO CO . UOM NIL ,..,. "i"',. II' 011 COMP 70.00 60,00 WIL~I~M ~ ~ogIVI'~ 2 M . A I I V R '0 WILL5VILLE P' 11305 NIl WIIKa'1 a,oul'" 'l'TI '110 11'1'1'1 -. PLUI III"IUIII"I'II HilL I" 1I11~1T5 C,PII,L IIUI e.o" lIa.oo ~KN IIU 110' III IHP ilL IIi '"OIl '"liPl 100,01 Lln IN'UAI"I 4," 110'"111 CllM' '!,Il 'OCI'L IlCUIIlY " ,II 110 COli ",II AlIlAl"1N1 11'11 IMPIOVII III IVI 101.01 10TlL 'TIll '~ID 1I11f1" I IlI;1I 'AID LIAVI "4II"m IOIlL Olllel 01/0111 AIlOUM' I 1,011,,. - IIIVICI mOil I II VI UIP "110 LIAVl VIAlII ""011I0 ItoUII' P' 111I I'IAKDOWN 0101' IA.. HOUIII IA"-- ~-Gioll -- 0'-01-00 IDUCAllom 11,10 0'-01-00 110 ilL 11,00 13,11 1,114,00 , 10'AL 01011 UIKI.OI THII 'AV I 1.114100 L1~Yl ~CTlYnv ,"'VAI liCK PlAlOIAL ',"fOIIIY I"O"'IION , I.LA.CI L~'l II~IIHI" 11/,10 '01." 1.10 ACC'UAL IHII 'P 1.'0 I.JI .00 LY 'IPOIIID 1"1' P' ,00 ,00 ,00 ADJV""INTI ,00 ,00 ,00 IALA'CI 1"11 1'"1 190,00 ,o'.n 7.!li0 'CCIlUAL HA III ,"NUll. To-:GIIIICK - ',00\ .IIIAcl CIN"H' LOC,L "'01 IA' COUNIVIHUNICIP,LIIV, VOIK COUNIV ""IIKOION IMP, CONYIIIION PAY LI'IILIIV, '",'0 'HI II' OHOU I 2.u"n PENNSVLV ANIA STATE POLICE APPLICATIONS The PennlylvllIlla State Police II Iccepting oppllcotlonl for Slate Pollee Cadet through June 16,2000. VIIIt your local PennlylvllIlla Slale Police Inllallalion 10 oblDln IlIl application or conlact our loll-free .ppllconl hOlllne numb~r otl-877-PACADET. To learn mor~ ObOUllhls exciting oppommll)llo Join a leader In law ~nforcemenl and to obtain a Ibrlng of Slllle Pollc~ r~cnllt~". vlllt our webllte at WWWOIO state.J<JLla. Infonn YOIIT lii~nds IlIld relarlvu about our current oppllcollon period 10 become a P~nnlylvllIlla StOI~ Trooper. Wom~n IlIld minorltlel ore strongly encouraged to apply. The Pennsylvania SUlle Police il accredited by the Commllllon on Accreditation for I_aw Enforc~m~nl Agenciel, Inc. ~ ~ " OI\l,I\lnlllllJllhl ""~IJI~ [lIltll"! 1'111"'/11,11\'1' FIJI'" 1 040 U.s, Indlllldullljncome Tlx Return --.--Fot u~;-;;';j;'~IO~~jl'-'IIJi~), l;r 1;"1;;;-ln,. ~1';1I ';"111I"',I'\;;"J 't'WI fII,' N.,,,. hAl I "I II.n.t 1999.. 11'~JL"~~~!"'~I_-:~'~~.!~I!.!'!.~~~J!.!~!-. ,1'JlYJ,lllllllnl ,L~NQ l~a4)m V;it-iKI.rI....~ HliltMJtr 174-38-2294 . - -. ---~-_.._. 1.~;;;le;j;';Il"~ Hwnk,-- d T otol number olrtllftlT1 llonfl c:lnln1l!!j 7 Worle6, ISlI1I1rll!!S. Ilpl;i. ute, ,hUnch Farn1(~) YY,2 e. r...bf. Intent!)!. Alloel1 S.:hl!c1ula 8 " rt~tlu!red b T......mpl Itltl!fU61. DQ nol lI~cluc1e on hilI) 8n 9 Otdll1Dty tllvldutldl$. Attach SchelJulQ n II 'l!QlJIrl!cJ 10 TOllLJble refUnt15, crec1ll5, cr olllsol5 of 510lu Of1lj loc:nllncoll1rt IO)lItG (ISIII! lfl6lruCllon5) 11 Alimony recel\llJd 12 !:3u1S1I1e1SU Income or (IOij5), Attach Schudutu Cor eEZ 13 Copllol UOln or (105&), AltoC;'1 Schedulu 0 II rl!QulrUd, If nol rdqulrud, r.heck here 14 Oltll!t 90ln5 l)f (IQ66l!6), Altach Fon" 4797 H5. TotollRA dl5lIlbullon5 11SI1 I b Toltoble omounl (flOe In5\15) 11. Total r;enslcn5 & Dnnulllc5 rlill b Toltoble amuunt (lieu U15trG) 17 Renlnl rcal erstnlo, royoltles, partnerships, S corpornllon5, Iru5tG, Ittc, Altnch Sd1eduln E 1. Farm u'comc or (lo:!.s), Al10ch Sctlel1lJht f 19 Unemployment compensDtlcn 2015""I,ecuIIlybon".I. I 2011 21 Olhtr .nr:oml!, lllll)pl! & amount (~et Inl''') :12 Add the amolJnl:!. In U1C far rl hI cc!umn l~rlll~p.5 '-lhrQIJ-'~- ii -TiiIlSI~ -0;;-' totllln-t~m. -.; 23 IRA deducllOn (Gee Instruction!!.) 23 24 Student loon Interest dedur.llon (~ee 11l5truellofls) 24 25 MUdlColsilvlng5 ilccounl deduction. Attoch Farm 8853 2! _____ 26 MovlnlJ t!)lpenlie5. AIlael1 Form 3903 2~_ 'l1 One.holf 01 sclf'employmenl to)l, Attach Sche{Jule SE ~ 28 Self.employed l1t!ollhln6lJfancQ deduction (see 1f15trIJctI0I1S) .l.~__ ________ 29 I\eogh Dnd !Self'cmployed SEP and GIMPLE plon5 _~~_ ..___. _______ 3J Penally 0/1 ellrly Wlthdrawnl 0' ~UVlrllJ~ 30 311 ~hmon, patd b Il",ptenl'. SSN ~ ..Ll?2~s..:.LQ.3JL_ 311 -.----TIf 689- 32 Md Iinu 231hrcuQh 313 33 Sublractlu,p. 32 Ir01ll IU11'!;'2 Thl:i 1~~Jr Id ult.d tou Incum. BAA For Ollclolure, Privity Ad, Ind Plperwork R.dur.llon Act Nolle., ~..ln,lructlonll. fOli\OII,' 11111')..,'1 Libel (6Hm'l.Ntbon,1 U..lhl IA511l1eI, Olt1elwlliU, plttou pflllt or typ.. ~"'Idlntlal lacllon Impllun ~"1I1.l.N(bOll.1 FIling StltUI Check only anI) ba)l, EXlmpllons It mme ttlsn 111)( dependl!l1l15, lSIt8 II1atructlOnl5, Incoml Atllth Copy B 01 you, Fannl W.Z and W-ZG h..., Alao Itllth Fann(l) 101/9.R II tax WII withhold, II you did nol got 0 W.2, ,.. InlStructlonrs, Enclo5e, but do not sli!lplO, any poy",ent. Also, please ue.e Fonn 1040-V, Adjultld Grol. Incoml --'l--Imp~it.llii."l- YlJU mUlt ellie' yr}tJf 50CII11 MfCIJlIlt Ilumll"'(b) u!JO\'ij 'vi. NO~'-'-'---'- ____ "'IO"lj.11l )( ~"'I'I'u IlQllY"11Q' __ )'OJI la, 01 j-WU VOJII."m4 William 1i-;J,;.~;;;-liIJ~;'-'-" ~ ''It/i'lIl' " 1/' 1l0SCVCM Inlhll1l' Hum. ~-d4;;;.i,~,,-,i;;, ~lId IlJ~.'.II- II-~w Ilh' ,-I) ij "III); 1i.;-II;~.lJ~l-l~o;;. ---;';;~t..~i.tiu- L!'!.L.~_IE.Y_-'~9f1!L .... . ..- . -- ._-.~ --- .. e,l\!, TIMII oll'c,1 (JIlin II 'l'w It.\., fCI"I'\11l "lIdlUI ti~~-I;;.in;tj;u,', - ~lIi".-~JP(04."-- --- PA 17365 Wel svllle ~ Do you won I 3 10 tJo 10 illiG lund1 If (J 01111 telum, doers our f;pOLJISIJ WIIIII J 10 go 10 thl5 fUI1d? 1 X S'"glo 2 MortlClJ 111lnQ j01111 ,olvm (e....ull II Qllly OI'U I1ntJ IIleol11e) S MOHled 1111119 6epnrnht lulurn. Enler ~poulSlflJ SSN llbo....1t & lull nome hero · __.___ 4 Hood cll1outellOld (WIU, 4uoll'>'IIlIJ petlSo'1l, (:5ttrt u'GIIUcllon5.) II U1e QuohlYI/lIJ pelliOnlG n chllcJ but !lot/our dep1mtJenl, unler U115 dllld 5 /lome heru .. l5.JlauOIlIYUll] wIlJow(e,) WIIIl depelllhJl1l cl'lld (YUl1t ISPOUtiU died" 19 ---'-(Sl!U Inl!tIlJchonG:) 6~our..1I, It youI potenl (or ~omftol1n 1l150) ~OI1 cllJlm you 86 B dependellt on hi! 0' l- H:.~~... her ln~ fl'JtUII1, do m)ll;hecl, bO)l Go l, ':114&11011 b~u" - .....V." (2) Oep.ndonrs (8)OO/,ondOl1r, (4)7'C"'::'" c Dlpendlntll 50CloI 5lJcunty toln I0l1fl111p QIJ.hfVlnQ lM4 . 1Iv::l n ., loy IUf(hlldlu itUl~.. umhlo au ultdll (t.. :"='. ..,., Ul,\Nt!IUllU . _II .., ~..IIfIl'lo 1IIIY.,u.,"" 1It11.'I'M I.,".tt.." ______ ._.______ ___ _ _ 0.,........." " . -- - --- :c::~ -.Jll Fltst nomo Lo!)1 nnmQ "411111_'''' .....tH.. U.N....... 7 Sa l.!!!l._______ 9 10 11 '12 13 14_ 15b 1Gb 17 lL 19 20b 21 2Z .0 I b To);obll! omrJlll1l (Gl'l~ In5tr5) 669. 32 . 33 - C-II IJ CI CJ I 811. 175, 5 9 6, II 358. 4 62 , FOIm 10411 (1999) '" Pa,m IIl40 (1999) I om osevear . - '1)1)" Tu Ind 14 Amount trom 11111t J;j (DtJjul5hftJ UIlJlU~ U":llllle) 54 -- ,-,,_.. .. __YJJll!C Crtdtl .. Chsc,;k II: [J Vuu weIR 65/ohJttt, 0 1J111ltJ; [] lSl)QUII 'h1J15 lib/oIIJ!!/, []IJIIIl<J.[ Add U,. numbal of btJ).u C;;Utl;lf.UIJ '-\!,)lJVIJ 01111 ItnllH UHf lotol fluI" o. 311. II.ndord L b II you are nlB/tlltLJ flll/l~ UfJl1/oltlly tlll!j ~I)LJf ~pmHIIJ IlelllllC!lS IJIIIJ(,1CIJllIlb [J or you WI" lJ dlml bin 1I15 nlll!ll, litH' 11115 fLJCIIl)llb 1I1'1l ctlllck 11I!l8 . Sl5b Doducllon .. Ellie' your n.mlrld dtdul;tlonl 110m :jt:I"fll~lld fl.. lUlU ;/j, 0, I'.nd.rd deductlun ~or Mo,t - ",own Of' UlIlllIlI. Bul IUHI Ulbltut:IIl)lBj II) 1II11J YlllJ' :llolllllllllIJlltJw:III)llll Y')LJ clutl.;ttUIJ 4 300, 1<lfIl' nny bOll!)1l lUll! 3611 or Jbh Qr.' IU)lIIIIIJIlII t:/lll t;lillm YOlJ Oli It Ilur.IJIlIIIlIlI ,. G"'~e: S7 butJl1nct 1111. !6 "0111 !Inti ~4 _fl_ ______.l!LJ.ilJ. 4, 00 sa IIlin. 34 I.IIJ.,Q'~ 0'11115, mulhlllr 'UW b~ Ih.ll1ll1lnumhtl cl uelT1pll~'tll CII1I1I1I!lJ on hnl tid 1111/1' J. 2 750. H'a~ Q' II ovtf 1~,U1~, IlIlh. wo,klhNl In Ih. 1/11111j(1I001101 111ft IIlnoUIIllo tfll&l sa l,qUael~Qld: lIS T.ublelncom.. Gubl1nd 11111J ~If rrlJI11 111)0 :0. If 111l!! JU I~ 1I100et ltlBIllu10 3'1. ."hH 0 _..31_ ___...lhHlL. 6,350 40 'to (... ,"'111) ll"", II '"I I.. II "011I . 0101111(') Hill b IJ 101m 1911 o. _Ag.. __--L614J. Mall led 1II1I1U 41 Oedlllo, (hll~ Qlld dtjlf!/ldltlll CQIl, UI)f!nUl /lllolch form ZUI -~ ------ jOU'Ur, or 012 Ctlt1lt for U11 ollhul)' or UlI' IjlfHlhlulJ. AItBCh SchlJllule 11 JL Qu.I~,ny --------. Widmer: .u Cl111d In" credit (liUU U15tJuclJ1J115) ~L. 7, ~ EducnluJIl CIUIJIIIi, Allnch Fmll1 BH63 ~ MaUled'IIIIlO 4lI AdopluJI1 credl!. fi.ltad1 FOHTl B8J9 ~- -- aU~)ar"lely: ... Fotelgn In)l CIIH111. Altnd1 FOII1l lllli II 'I1tj11ll1fiJ .JL ,600 47 0111". Clleck II 1/0111 . B 1'01111 ~Ut~) b rJl.CllllllJ% c 0 fotm 6801 d FOfm (Gpo(lly) .__ .___..._,__ 47 41 Md ImlllllluooUh II 11M" '" /0111 lohl mdlll AI .u SUblTBCI IWle 4B ItQlTlllnn 1\0. II lUlU M~ I~~e UlrJnJ!~~!!nh!r o. .. 4. f,j, 614, Other 50 Sell.~nplorm"'ll... Alloch Schodllle SE IlO . 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Itllll" I,ll) IttDnlpln~ln9 uJINvln 1'\4 a'-I"Mlnh IIld 10 .'. bell 01 1M)' "ncMl~ Inrd bel.., fir, II. IN. tOlIl(I, Irw tClltlpll't 1:>K!I'llJOIl nl pIIP"" (n'I,' "In '1IPIY"II, bI,.., nn IllmtOlmlllon 01 'Il41Kh PIIP"., "" tn.. ~M9' Oil. y(),IOU:UPltIOll '1./~--{}O P!.':.U1>.rol!.~_ns MIm"' III l)PWI..Quuplhon Paid Prtp.,..,'. U.. Only PrepII"'1rrrro. lS~nlll'. .. flfm',thm. (Ot)'OJ",t 'all.mpIO)/I'd) 'M Adell'" 01t<t<,f,~llmplo .., ----serr:riiarecj"- ---- ~ ==--:.QJ-~:::..-===-==-~=-====-=- '!"----------------. ZIP (0<11 FOIMll,? l'I'~/9'J FOlm 1040 (19'!'J) JUUPSK4) 'DlltSYLYAIlIA 5WE IMPLOYflS CREDIT UNION fiNE GIiOYE 2TATE F/lIiK F/lX'l''I42W6; 5'rATl!Ml!NT or ACC;OUNT P", 2 MAIN OfflCl, 1 tAlOn U~N PlAt/ IIMftlmlG, PA 17110,:UO ..AIliNG ~DIIl!S, PU,IOU'OIl IIMftISIUftO, PA 11101 lUll WILLIAM Ii RoseVFAH JOINT 1lWN'~S PAUlfTTE K, ROSEVEAN , , ~ ~) ,"" . 'i- nUllnr o 17'\UJ294 IlltllrlrmllTV M 17(,-38-22~4 lUmlMllll1l1ll- Pr",. "."" ~ I - NEGULAR SHARES 060 I EBJinU~ lliAt:H:J;. 0601 HOME TRANSFEN 0407 IJINECT DEPOSIT DO 062\ DIRECT IJEPOS IT IJO 06!O OIVIOF.ND IJIV OEND RATEI 3.26 :, ANN AL PERCENTAGE RArE YIELD, 3.30 ~j ANN AL PERCENTAGE YIELIJ EARNED, 3,30 II 0630 NEW OALAN(.e 10'4 u S 2 - VACATION StlARES 040 I fREY I OU.~ JAl.AtJCli 0430 OIYIIJEND 10 OIY DEND RATE. 3.26 " " ANN AL PERCENTAGE RATE YIELO, 3,30 % ANN AL PERCENTAGE YIELD EARNEIlI 3.22 ~ 0630 NEW BALANCE 3 S 3 .. CHR I STMAS SHARES 0401 f'JH V IOU S JJA!..A!H;.t: 4 0607 DIRECT DEPOS IT 00 I 0 4 0'21 DIRECT DEPOSIT 00 1 00 " 0430 DIVIDEND B8 2 DIY DENO RATE. ~.25 % ANN AL PERCENTAGE RATE YIELD, 3.30 ~ ANN AL PERCENTAGE YIELD ~AHNeo , 3.31 ~ 0630 NEW BALANCE 2 S 4 - CNEcKING 0601 PREVIOUJ) BALANCE 0603 MAC DISBURSEMENT PN00688212 ,10 R __u, 'Ifill nlllUMT NOL.L" IPNQ'A CHECK 166'_3 CHECK 1670_3 CHECK 1&72 -12 HAC DISBURSEMENT TRI4027??? I -10 00 NOIL.I.. If. WIlT IT ,CAllI-II!.. ,,,, I ..CONTINUED.. ----1 L TOTAl. lIlVIDIfCD YIAIl. niODATE-----[ ---. ITOTAL RNAtm CHARGE VfAII. TO.OATE I.. II 'Mltl """IlIA, I I.. II loon" =J..'t~~=~,l- ,..!iii ".., NOVICE: s.. ""'" aldol......, ~I"""... 'INDICATIS 111!t1'1Vt /lATE . 0603 0'03 0603 0603 J"'PSKi I'OtH5YlYAHIA STATE fWYHS WDIT UllOM f"'E ""C"E .,,",..; FI"~.. f.X '1 '11:'('"'.''' ,,) vl\n ._,(\". \,1 1..l 1..t.I..;, STAH I.N r Of A(;CUUN I FAIjE ,i ,..,. 1\ MAIN OfJICl, I CftlDlT VNIOfj PlACI IIAAftISlUftG, ~A \ 7110'1000 MAlUHG ADDIlIU, MlOltlOll IIMAISIUftG, PA 17108,'011 WILLIAM ~ HOS~VkAH JOINT OWHUI f'AUU III' K, HUS~Y~AH . 0627 0428 06al . 0628 0628 , 0428 0628 . 0629 . 0630 1297 3 .n lto"'..... IIlltl Hl, ItOL.1.. Y "'" P,a CHECK 1492 PRE AUTHOR IlF.O II !THllH AWAl .02 , 1J1i." , MAC OISDURSCH(NT TR14266552 -6 us. /t(;!..Ll' 'IMI HT '"3!.",}' ",.,. CIIECK 1693 CHECK 1465 CHEn 1691 MAC DISBURSEMENT W27001776~ , w~~ur ftOtTOH _D. &"l"I~.a~.~ ~. MAC DISBURSEMENT TR 1'.26 90 73 127735 109918 103918 I 103466 98456 89 2 85100 I I I I 75100 DIV ANN ANN UJ,. hOLLY Pitt. H1 ~UI.I.o' 1I....~.. DIYICENO OENO RA TE , 2.00 % AL PERCENTAGE RATE YIELD, 2.02 % AL PE~CENTAr.E YI~LD EARNED. 2.02 ~ NEW bALANCE 0630 15 ---------~-------~~---------- 1649 1650 .... 1644 .... 1660 107 .... 167~ 1600 1681 168< 1492 16~3 CHECKS AID-- 166~ 1610 .... 1683 161'l4 1685 ------- - RATE RATE 00 CO .03531\2% (IRATE 12.~00~ << 16 72 ....I 16 714 ::!'-':::q' 5 54l "'44 5 83 1617 IS ARIADL' , , I I I H2292 326 , 321553 37.1 3 1675 1676 1690 1691 .._----------------------------~------------- 0601 0607 0621 0630 Ll- PSL lOAN PREVIOUS BM.MiC..I1. OIRECT llEPOSIT CIRECT DEPOS I r NEW BALANCE-pERIOnrC )> ANNUAL PERCENTAGE I ~._J u_L. TDTAllllI/IIlfND'rW.TO.DATl ......._.....IIftA,' ~_,I'IIO"_....'" ~ r, ... 11II_ ft.... DIM<' r", tfio ,.....W II. 'I/IO/CATlS IIfICTI\'( DATI UCONTINUEO.. I I TOTAl FlNANCI CIWler YEAR.TO.OATI '",II..... -c- NOlICE: s.. ,_It lido '"......,''' ''''"'\11100I, ~ilit' PlIIIISYlYAIIIA SWE EMPlOVlES ClIDIT UNION fiNE CIiOyt~!AKH~.K,.. .U:LV?~864961 fACE 2') WoIH omct, 1 C~IOII ~No/)f-j PIAC. HA'"'''~.Q, PA ""0'11I0 lIAUjll AIlOMIII PO, HO. 11011 "A~~IUV~O, PA '''01''0'1 JOIn OWllWJll WILLIAH i ROSEVEAR 1090 PINE QROVE RO GARDNER! PA 173Z4 0401 00 01112 . ro 01130 01 ! 3.30 , EARNED I La , I 01l3G I OL I , I 040L 00 I 0630 I 00 I , I I I , , I I I .ioTA~ DIVIlIIlD YlAll-To.oATI for ,II IlVln" fIletOl 'iliA. Oivl'lf'ldl IM*n. If "0 or tvl', "tIll tI. ,.,.,1" 10 lI\t Int.rl\ll ".V,,,.,.. """"u fOf' ~II 01.1'1'. 'f'. '1NIllllATU ,mCT/Vt OATl I I I'.' i I , . ..,_l_--..-J ' TOTA~ PINANCI cHARCII YIAR'To.oAn I lor .11 10'"'. I , 0.00 O.OL i ......~- NOnel; s.. 'Ir"1I t.d. I", ,m'f'l,"l InforM"t"". ,upSEt. PBIISYlYAIlIA STATE rMPLOYEES ClED/T UNION I 0174 U2294, IOtlAlIlClJlUTY fI ; 174-Se-22941 'ITAn.IlINT1DItlI- 'r.", -Il:" rY~ JfW' ~,~'~:w..~'#~ '1 'I' ....\ ~ "!' - ~"'t;.' rrtm5f ':~~::"':"'''''';:''' --I fiNE GROVE nATE fAIiK fAY 71'14~64961 .:a, ,,, . IO"'~I'" ~,~ -"IrwIWUV'''' f/lGE I'; MAIN omu, I tlIlOlT UNION ~/ IWI_,IIIJ1lIl, PA 17110 .IQQO MAlUNI ADD"1111 PO, !lOX lID 12 iWI_IUUftO, 'A 17101.1011 WILLIAM [ ROSEY[AR JOINT OWHIA.I PAULETTE K. ROSEYEAR 0701 0705 070' 0715 0715 0716 0716 0717 07U 07'29 0731 DIV ANN ANN 07U 0701 0731 IlIV AHN ANN 07S1 0701 0705 07l~ 0731 DIY ANN ANN 0731 0701 ... ... " ~.,.. ."., . ,.....,.t..~.'1 -' ..~ ..~.:...;. '"f~~ ~ ',' '., ..., ,.... ""'t ".." 'I~-'t~l':""#i".' ... "~"...... "-1:;'1'" .t:Il;;~'t~: l!lt~ _ ..... f:" ':'1. .,.""....::..t::iil!',~~. .. ~:l.1: " . I",' , .. ,.'. 'lOti';.., >I." II.... . ..r. l""r.'r,.. l '., L,:T I ~ " "~:.. [i!:.."t'. :1., ~'1''"\~ ~'-:~~.: , '-:"f..,:J."'. ,.l, ,,', )'i.~. ~ l"", ":'l""~:;" 5 1 - REGULAR SHARES PREVIOUS I!LAHCE DIR[CT DEPOSIT DO INTER ACCOUNT TRANSFER 0145421038 CHECKING OVERDRAFT HOHE TRANSFER MAC BAL INQUIRY SERV CHRG PN0060"636 I WI.T ,1HI IT. I. TNT HOLLY IPNG'~ CHECKING OVERDRAFT 1I0ME TRANSFER -10 DIRECT D~PDSIT 00 I HOME TRANSFEIl -20 DIYIOEND DEND RATE. 3.2S ~ AL PERCENTAGE RAIF. YIELD, 3.30" ilL PERCENTAGE YIELD EARNED. 3.30 lj NEW BALANCE 5 2 - YACATION SHAKES PREY IOUS BALANCE DIVIDEND DEND RATE, 3.25" AL PERCENTAGE RATE YIELD, 3.30 ~ Al PERCENTAGE YIELD EARNEO. 3.42 NEW BALANCE '"" ~c 11 % 3 230 2 1 00 245 2 1 00 2&022 6 260~1 " S 3 - CHRISTHAS SHARES PREVIOUii lALANCE DIRECT DEPOSIT DD OIRF.CT DEPOSIT DO DIYIDEND OEND RATE. 3.25 ~ AL PERCENTAGE RATE YIELD, 3.30 ~ AL PERCENTAGE YIELD EARNED, 3.30 NEW BALANCE S 4 - CHECKING PREVIOUS lALANCE UCONTlNUED" I'---~Ai AlliANCE CHAftllf nAll.TO.DAn -.-J (or 1M IGlns. l,,~ D1VIllflfD YEAIl.TQ.II.m ..... _1M. __ ._. W 110. _.",!,oo \:rat' .. ... ~...., ~....... -. - yoar, 'INOlCATEI U'ItTIVf DATI NOTICE: So. ...on. lido ,. ........InI........, U091 75215 PSKi" PlIlIl5Y1YAIlIA STAll FJAPLOYUS WDIT UIIOIl f: :,E IjiiCIE ,,:/\:E fm ., ItIto,a;.IY1~I"1 MAIN OffiCI, , CAIOIT UNION "Atl I'~R"IIIURO, p~ "110.1110 MAlUNG ~ORlII, P 0.IOU1011 IWIRI~IIJ!a,'A 17101.7011 WILLIAM [ ROS[VEAR 0701 0701 0701 0702 0703 0703 0703 0"/03 0703 0703 070J 0703 0703 . 070~ 0624 . 0709 070? 0710 0710 . 0711 0711 0711 0711 071'. . 0711 II 0712 0715 0715 0715 0715 fAX 'I ,'11.;(.,;';1:: ,..W M,",,",~,,,r.i JOINT IlWNIM PAULETTE K. ROSEVEAM '1.;J"'~t.~ ..~ t~"" .' PREAUTHORIZED WITHORAWAL '06 ....LLlIt ..., CHECK CHECK r;IIECK CHECK CHECK CHECK CHECK. CHECK CHE CK CHECK CHECK MAC 0 I SBURSEHENT .17 c..,II..I.... _0. NIWVIL~' ,. DIRECT OFPOSI I CHECK PRINTING CHARGE KA'U..AND C~'ClC.' MAC 0 ISBURSEMEN' J!l . "'Uf(J lTAUT .HU"CNUlIAO ,,. CHECK CIlECK HAC DISBURSEMENT 9 IIG 'PAIOO .avli "',wvn.La: ,. CHECK CflECK CHECK CHECK PRF.AUTHORI2ED WITHDRAWAL COHHIR.A"ClL~ OAtftODQI'tTlC AS HAC DISBURSEHENT n U_LUI.I aD, CHECK CHECK CIlECK CHECK CHECK I NG L TIlTAL D1VIDDlD YW\. TO.DAn I. Ii ...... ",*1 lilA, H ~ __," .10"....,.. '" 1,~"""-~5IMc. "...-yw '1IIOUTfS lIfKTM DAn tfIlfYU.LI ,.. -ID 170 I 16118 1695 1704 1702 170,l 1497 1494 1"8 170~ 1494 '~00131771j UIJ QTY E. III f/lliE . I; ~ttmf 1710 33 17211 5 1711 5 1726 0 DVERORAFT 4 7 ._-: "'"" "".. -r-....-r-OTAL.,JAliCI-CHA"" YUft. To~ilATf I I.,.. 1m., A1H -04b -10 170B 1707 PN0070540S 1709 1499 1706 1700 .01 11200138584 -1 NOTICE: S.. "'... .. '" "'''"'''' ~"""'... .'" ! 'UpsEt.' PDtIlSYlYANIA STAT( 8III.Oms (lrofT UNION f"". lI\t (;hG'IF. ::'11:[ fAhK U,X 1''I!':61Yc: !ll A Il.:Ml:N I ~ Al.~UJN 1 MAIN omu, I cftllliT UNION rv.cl IIAA!lilU~G. p~ 1111 O,IOGO "'~ILING AODAISS, POIO~17011 HMftIUUftQ, PA 11101 7011 WIllIAN F ROSEVEAR ":U:'rr'tl~H~I~"~i~' ~'{::U.';"'bij&";tr'1ii:'%itI.(~l.'~ "';fL '.;tj\;J2 ,.", '.'''' ,;,r~ "rr: 1'.\ h.l";'~ooi'!..~ ,~, "';1'1'1' ~ffl ..II~, ll!r~. 1i1l1,:,n ~ "\"' :,~, "~ t b.!tril:'.051i ':"..~rUr'f,'1l r , ,!) ,.,,,d J .,..r,;,rti'..... ,. ".~,... .!) 1'!;i;~L~~u:, '1 ".",,*r.: ',1:'\1' 'I\'~:' . .':':\'t} ,T. tn, [ +1' ... """" I~....,:t.;!,.".. : ".. \ ". ",;",,, " "'f' ""'.t ',~;ff {1i_~J,..'':';t'.~ , . ~,''':t. ,,,,,,,.', - .... _~ " ''''/;~' ~'t r..1; i~' ,l, ":1.1-" ,'::".._'",;r';.',I,.I:, ..t:l, ....'11 ," " ..~ ~.-O',':","r~j'U.ll 'f. ;r. ~~' ..u.....,."._.\I........I'...w,., "" ... . .....:1.:'._ '-mOUfjTllUMlIJl 017431122741 -mlll-.lCUllllY7l 174-38-22,(,1 ',TATDiUNHIRlIlll-, ro.. T. I -.---''.... - .1-rJJb f1N~NCl ;jilt.. r~..r+~~~~11:, CIWi3 ". ..:/. 1.'4.... !.'t~~"f.lj. .. I 0~100! ~U 91"61 39125! -8~ II 00' 100001 122 0 1013071 1002621 902 2 111I176! 113 III 1126 III 81 93 70 Oil 152708 14116 3 .lOIN' llWNIHl rAUL~TTE K. AOSrY~AR .. 'T'n~........,.....,~....~,~~...-. "---r,' -_.~-- ~.. ~'..",,, "':"'~"" ,'.L '."'"'''j'.''' ,', ",,,::,,;t""I,,,':'f;';::li'I:"'1:~,'~~":':";"',t'''' .... \ ',r' I~,.. '~'{"~I',,:.',.:.t ' ~,.. ,-" t' '.~"""'" ""',' ,':, r, " \ ....~rj .,'>,'. I b;l, i'vl..:' ,"H,'" ~ r.. :;.I":.l.t.\l... ',/. "'.~ .t,\':.~:!', :.}','!." t; ,.':J"IJ:'I~ :.. '", .,' ,.', 7_'.i:j'.~.,...t:j::::':;tt:. "_I:" I~r'''', ;','. IJ~'.!.~I::._.d..... .'1.1,,,1., ,I" t _. .:_ .,.... .,_,..1:,.... "._ 0116 07U 0716 0716 0716 0717 0718 0719 0119 0119 . 0723 0723 o 72f, o 72f, 0724 o 72f, 0725 0725 0725 0725 0726 0727 0726 0726 0726 HOHE TRANSFER HA~ HAL INQUIRY SlRV ~HR~ PNOO'1\4'tb If WI" PUt. IlI"':U"" W)lL" III'tfeJ". HAC DI5DUnSEMENT , "II' '111' It'UU'''' Ilqlo"''f Q'NOh CHECK CHECKING OYERO~AFT HUMr THAN!inR MAC; IlEPflSIT 401. LJ~COLh ..' cr.'tl~cVI~Lt '. n IRFr.T nFI'()fi I' CHECK HAC DISBURSFMFNT I "0 WA~~T lO"UM ~.MLlaL~ ~. CHECK Cfl[eK (flECK CHI!CK eltrCK HOHE TRANSFER PREAUTHORIZED WITHORAWAl I'N00604637 -6 111~ -4 F/lljE : 1 J1 CAllI. TlU. -D NhlVfLI.! ,. o 729 flOM~ TRANSFER 20 07H CflfCK 1734 -64 0130 CItECK 1731 -18 0731 MAC Ilfl'USl' TR29303201 8' ..I... ... ...."'" ..''''.;.... .. l :!.-:'7.:r.::::: ::"'":"' J mi. n....o.;~ ...~~~ -'" ., "" ~I""" ft....... ...." '" III. .~_ !III NOTter; s.. """'. "" 'ot """''1 .r_con, 'INIlIUTlS IfrttTrv, IlArr TR35807809 DO 1727 TR??~n?60 I 1730 1713 1"'8 1717 1727 '03 'lLLVLNl or.. CHECK 1718 CHECK 1715 AUrUMATIC TRANSFER PREAUTHORIZED WITHDRAWAL '04 . "N11,"U III- .... PREAUTHORIZEO WITHORAWAl ",..,U lfUL"IC~' CHECK CflECK HAC IlISBUHSEMENT . .05 1733 1732 TR51159!110 r.,. ft 143 12 138712 1147 41 1004 41 959 72 07 72662 666 2 666 2 II :;:.!, ((:latrllHt.. ,\1\" 'IF\!, 1.1)1;01'1' Apl,U.a.',," .n~ ,lI.hur..m"nllnlitrm.lhm (1IIh~ 10",'(,1) Iii or~ /10; ",,\blll'.I~" by .'it/III~ Mew. filII {I (/iIi'll/till/III /'~r(III!,l'I~" 1//0.1' elf1/J~'"' ".\' I,ll :III'IJIi,I',j LOlln Inflll'mllllon 1~',,~i)O~I~YI'JJ)!J~ ~,~~~~:ilJi!_1 IUs '~\_ll:'lc,'rl'l~;:'I~l\~I-' "I'.'I':l-J"S,'I."L '''s' -(':/'"11-\' ~-~~:~~~:~/\NIICS1~\;IT..J~IL:'I~zl;.~\'la-FE~~I~III-'" . U:llJl~Y ,YIIJl 111' ,. :",: ,.' 1 UNIVERSITY I':' 1 '._ --,".---.. -"-~--." .....,.~- -':':,'--;:-::-"'::';' 'jlj::NNSYl,V;\'NI,\ s'fX'i'Ej:""'''' .: . OJ.I P.J:/Jl~yJ.YJlJJ)jl. SALl.II: J\.I.-\l: II~U S I . LS( II A t'NI VI'RSITY ,1:L1Zt\BE I H 0"'1-- P~JlJ)~)'J~~I~j:I' ~',~~,';.IE~I"~;;';'I~'lIS:;":'~S~:';'.-\ ~),I~~~~~~I\.~,NI.-\' ST;\'t'l, - ;E~S'I'C;~' .... 05~- &llJJ~YJY.ilJ~j,~' S~;~:,~!~.~~:\I~~;',;~.~I~'~'.~ ~':~("IP~~ J.~;~i),~II\;~~NII\.s,:r,'~'I:~~" .'. JI:=~;~.~__~,." I. PI'NNSYL ".-\/%\ IPENNSYL "ANIA STATE I ," 06.1 &llmyJYllnllL E~IPI.OYEFS CREDIT UNION IUNI\'ERSITY JESSICA ._--~--_._---_.~----~.- -----~-----_._..,~ ... ...-.-..---. GUllrlllllur IlrUrllHlli,," 1........-...................... ...........,... ." ,d.,. . . ,. d.,... I .. ...... ". 1~~J)1~~~/J]b~ ~J~";;III~~~~~~I!I!;l~;~,C ~'I:;~~ \S~;'ST"~~~~;" '~~~~lii0~fl~~~1~l~t'JI~~fii s-f----- ,,--,- I 1.1 - .. I ',,1 ,.1 !fI..\RRISlll'RG,PA 17102.1""" I 03.\ ~ A III~J~~~~-;~';)~J~. A:I~;~)~A~sl~:r;~Nc~../~~;~.y' i{I~.~;{I~IS~~~~~~;~\I.~~.I02 .; 4~~'- to",1 p \ IIIC;.I~;I~-~;I~.~'~:'~'l:;(J~ .\.~;I~'l:<~.~~"-~~-CY j'ZilO 'N"-')('\'FNTi'l ST'.' --..---: ---..- ~-~-= ..,........,~:.__,.. .:._' ... _~ .__.~.~ ..__ . .IIIA!~II.)SBU.!~Gy!\..J!!.O_?:.! ~".:l_ I 05.1 P \ IIlcrlER EDlIC \TlON .\SSIST \NCE AGCY Ii 2l]l) N SEVEi\TII ST ' 1.1 . .1 "I IIIARI~ISI3LJRG.PA 17102.1""" I [=~~~.............. ~~,~,,~,~'I,?,~;~.I~,.~~~~.~~~.~?~_:,~~!:i.~~~~.:,:,.~~-~~.];{,~~,I~;~~~~~~;:t~l!.91..:~,H~_j A~:::"'"' ". ........",.."...,.'....,."....."".".......",..,.,....'''''''1....''.........'""... "'""'"'"""""""""""""""",,,,,,""",,,,,,,,, """"'"''1''''''''''''''''''''''''''''''' ~ 1 040 u':s.."~di~id'~~l i'~~~';~'T;;'Return 1996 Fl;r H~1t )'Uf Jan I . ell;!l. 19915, tJr ,:thH lu yur beQtn'11l1lj 22 AOO Ihe amounla ,n Ihe tar "Ohl column lor hne. 7 . 21. 231 Your IRA daducllon (,ee In.lrucllon.) b S~ouae', IRA deoucllOn (ue ,n'!ruCllCn,) 24 Movlno e,pensn, Allach Form 39<13 or 1903,F 2.!l Cne.hlll 01 sell.employmenllo" Alloch Schedule SE 26 S.,I.employed heallh Insuronce oeducllcn (..e ,n,"ucllcns) 27 """l~ on, Itll,.m~I'y.. SEP pi I"', II SEP, ,",<> . 28 Penolly on eorly wllhdrowal 01 'aVlngs 29 ,Ahmony Pill!. RKlpl,r:rt SSt, .. 30 AOd hne. 2la . 29 31 Subtract line 30 Irem lme 22. This 115 your IdjUlt.d QtOlllncom. IAA Fo. Privlcy Acllnd P.p.rwo.k R.duellon Acl NoIICf. ... In.!ruellon.. FCI,t.0112 'ot'OM6 Libel Ie.. ,n,tJU{"UI'. Ulllh. IR8 I.bll. OlhtlWIGQ , pleOlI pflf11 or ly~e, p,..ldlnll.1 lllellon Clmp.lgn dSII,n,tJU{!loJll" FIling Status Cl1t;c:k Gnl~ tJ"e bo.ll Exempllons It mCfllho" 6 dl'ij::endenll5. see thl In,lruc- tlons 'or line Ec. Income An.eh Copy B 01 your Forms W,2. W.2G. .. 10fl9.R h.... If you did not Qel a W.2, '.e fhe Inl5trUl;llcnlS lor line 7. Enclose, bul do not attaCh. any p.ymenl. AI.o. please enclou Form 104Q.V (lute the lnl5truc' lions for line 62). Adjusted GroBB Income "hno 31 IS under $28,495 (unaer ~9,500 ,f o e~.,ld O'd not live With you), see Iht In5lruc' lions lor line e4. (1J9) 11'11 'I" ':nl~ - CQ IIQ,..,t, ';1 Itlgt. n Ih" 'Uti ,1996. e"'I"'O .19 r/'lUs,. )0.:1" ""It ~."'. MI l..I,....m. )'out IDCIII "C1m~ H., Willi am 'I. .cm,II.lum, IIpou... ""',...."'. E R05~vear 'IAl lUIN.",. 174-38'2294 _,.u..'.beIM htun~ HII 165-42-1038 '0. h.,p IIndlng IIno In.lruetllon., II, nllruet on. In In. bookl.l. PJulett~ M Krlsh-Rouvur ~Ul\' "'~IIIIU Inumbtl .1\4 allltll. If 'rcu "ht. P 0 lu. SII ",11",11011. ,t.PI,l1f1.nl Nil 1090 Pln~ Grove Road ':,1)'. rQwrl QI POll C"IU .1 'rlJlIl'l\'t . 'OI"~" ""ilttU, h, 1"""jc1I~', 11'11 t1pt;.w. Gardners .. Do you want $3 10 00 10 1111I hmd' II 0 10lnl IIlurn. de.. your '~cuse want 53 10 00 10 Ihll lund' 1 ~'"Olo 2 X Mar"'d "hnO 10lnl IIlurn (eyon ., cnly cn. had w,com.) 3 Ma"IO'J "hng se~orale IIlurn, Enler '~ouse. SSN aboy. & lull na",. nail . 4 Heao 01 househOld (wllh QUdlll}lnQ ~me"), (See 'nllruel'en~ ) IIlh. QUOII~I'no ~."en '. . Chllu bul"" )cur dlJ:tJnUlnt. 4n14' lhll5 <Mlh:fl 1'11111'. h.,. ~ CUalll}lnO WIQeIYW) w'lh u.~e/1Qenl ch,ld (y.ar '~cu.. dlOd . 19 ) ,S.. ,nSUccllen.,) you,..If. It )lcur PlSrel" (Cf l.,me.:~1t !flU) ~4n '141m ~(IU II a dfj:.ndent en hll5 ~r Nt, IlIf Itun her l.~ ,elurn. do not chIck bo. 611 ~"K'" 01111"" 'HIlt Ho.IlIIW'1U 1I"~II"".n IIt'1.~JJIIllIj PA 17324 VOl Nq X Nol, (,'rrc~,"g .~" ~,II "(' ,,,,",, ,cut I,,~, ftcuCl ,~II' ,,/lIIl~ X G 61X 2 b X 8pouII e D.p.nd.nl.. (2) CI~,"d,"rl '"'," tKlJr'ly"umbtr.11 tel" In Cte,mber I~K.lllln'l~cbonl 16J-68-8460 16J-68-7715 (3) Der.'/loenl'~ 'elollcnanlp 10 ycu (4)~' el rnentnl il~ta ;n,(urncml ,.Im 12 12 2 . II,," MItl YDU . dill "oIUw' ..1I\)'DU'II.lo ij"on:......". r,:"O'J'" "liNt on., (1) FlrSI nlm. ElIzabeth M R05ev~ar J~5s1ca M R05ev~ar LoUt Mome Oaught~r Oaught~r d TOlal numt:er 01 ....,'",:lIc,.,' (!OlmlflJ 7 WOO"" '"Ia"e., 1I~', elc, AlloCh Ferrn(.) W.2 61 TI..bl. ,nlere.l. Allaeh Scheo,,," 6 " oyer ~O b TIM....mpl ,nler..t. Do nol ,/lClud. cn line 8. 8 b 9 C,Yld.nd ,ncome, Allach SChedul. 6 ,I .,er ~O 10 Tuoble refUnd~, crldOl., cr 011081. cl,tole ana leeal '"comlla,", (se. ,nstructlon.) 11 .Alimony reCeived 12 6uSlne.. 'ncome cr (loss) Allaeh Scr,edul. C Cr C.Eo! 13 Cap,lal oo,n er (Ic.s). If r'dUl/ed, alloch S.:hedule D ,GO 14 Olher oaln. or (Iesu.), Allach Fctm 4797 15. ToloIIRA QlsU,bullen, 101 b T..able amount (s.. ,n.lrs) 181 To,,' panl"", I'd lnnulllU 181 b Tuable amcunt (ue ,nslrs) 17 Rental rUI ulall. rcyalllf!., J:8r1"",nlj:5, S cC'j:Crltllr;r:5, lru5t5. etc. .Altacn 5ch E 18 Farm Income or \Iou). .AttoCh Schecule F 19 Unemployment ccmj:enl5.Gllcn 20. $oCIII ~1C\mly ttnthls 20. b Ta..a~le 4mounl ($lte tnl5lr$) 21 ether Income. LI5t tyt:., and 3Fr.cunt - see 1"1$1'l.IcIIO'" D.,.ni,nl. onUn,knot ,"'eni"owlt .Ai. """'.." ~~~::.... 4 7 49.638. 81 455. 9 195. 10 11 12 13 335. 14 1Gb 18b 17 1.368. 18 l' 20b This '. your lot.llneom. 231 23b 24 2.!l 28 27 28 29 21 .22 51,991. 30 . 31 51.991. Form 1040 (1996) I', ~ 43 44 4e 44 47 48 49 eo el e2 53 1996 lfli!lmOIQrJ Illll 1=1I),""nI5 arlJ l)mr;urll "J:Ch~ll "Gin 19aze lely'" 54 [nn'd In(om. crUll ~ltJcn ~,r.tlJlllt ( C ,t ICll "I\,' .a 'NAIit)IIl9 chi Ill. NonIJ~.t1I' .,rr,e4 ,ncem,: .amcunl .. anqt)~1 ~..______.._____._...____..__ ee Amount POlll with Fl:,m .I8E8 Hl!lJl.nt fer fllten5lcn) S6 E.-eeu seelol $eClJr'~ and f:;f=;T,l. '''11 WI.I~hl!llJ (",. l"all5) 157 ~Ihl!' J:Bymef1l5 C/'I!Ck tl 'rem I Ft~'m ,,419 b FtJrm 41!~ !S8 Al1d linitIS 52 . ~7 These Jrlt ' cur lolal I minis Refund 159 1IIInl ~8 ,t mer, Ihan !Int ~I, tlltlr3c.l Ir., ~l ',em ;Ir, !8, r~lt l 't,' .1~C"n1/CI' OVlfCllld Hov. ,t ""I 60 I Amounl or IIn. e9 you ".nl R.fund.d 10 You dor.elly 10 you, . b RoullnO numt., 23 1381116 bank account! Self ,n.lruCllon..M ',II. dAcceunlnumt., 18230450128582.14 ,n GOb, e, .no 0, 61 ~mcun, ,I 'on, ~9 ,cu ."1 Appll'd I' You, 191T hllm.I'd r.. .1 61 I Amount You 62 It line 51 11$ mOIl!! lhnn hne ea. !lobITaclll"" ~e 'rem line el n'll5 115 It"., Amount You Ow.. I Owe F~r 4"10115 ~n hew fo pay o1nll uU Form 1040.\1, It" InlillUCllcnl5 ~ e2 63 EOIlmOleo 10' conolly M.o 'netudo on Iln. G2 I u I . , lJ"~1I ~'"'ltl" ", ll'IJUI). I ....'1.,. ~.I' I'..... U'''lIn',j \IlII ,.Iwn .nd iCCQmj:'"~'"Q 1~~I" .nlJ 1111'11'1,"11, '"0 10 lhe bttll;1 11'1)/ ""o.......dl..'" t,I,.,. '1'I'Y ", 11,-,. tOf..,I. .ln4 Cl)lnlll,l, OI(I"'lIon 01 clte"" leII'll tr,n l"U~,,) 'I Ctt.t1 "n .all .nIQlm.III;1I ~I Ilf'.1(n pl'Il"" "'1 '''11 I<n ""IS~. Vcw5...nll.... FtJllll 10.0 llS9f1) Tax Computation II IOU "ont III. IRS 10 houle ytJllt 1m.. ..elh., 1I11itruc110/15 lot line 37 Credits Other Taxes Payments .Allach Ferms W,2. W,2G, .nd 1099," 10 ea~e I Sign Here K.ep 0 coey of Ihl'$ fltlutn '0' ~(lur rl!CGrl~S Paid Preparer's Use Only William E Rosevear & Paulette M Krlsh'Ruseve~r U .AmIJUl11 lrQI11.III" 31 (alJllJ,l.lllJIQU Incof11.) 331 Chlc~ ,I: Vou wlI.6f/QIIW, 1!!ll1lf: SpUIJI. Ill" ~~, ';11111, .AtJd Ihe numb" vI beu, ChfCjlel.lIH:c~tt IWIJ lJflhlt l~. lCIDII~1t11l e II'~ Q · 331 17.I.J .W).I DE b 11 ~I)U a,,, I11l1lflltcJ hhl\fJ ,er.41al.ly 1ll1tJ VCW II:CUU Ihtf1lllltll.lltlJW:t'l;'~~ 01 YQU Wltf' a "l~ql.'llJIUI allen, Ii" 1f1,lluClllJll' 'IntJ t:/'.ck ""11 101 EMil {Itltlllld d,ductlon, f,t;," ~~"et"h..d" /I.. III'" :6, Or 1~~GI1 SI,nd.td dedul:thJn IMc~'l a"low Ic, ~1:l.II 1lllnIJ "alUla, lullu lh. e' 1f1'ltuclllm" I' Y.Ju d,eclletJ allY t~Qll cn 11f" US C' b Qr 'l:m!tl:r,1t tOI,d: ';1311 c;I4un YQU 4' ft tJ'J;entJllnl. I S,n~l. - $oI,CCO . 1,10'''.'1 "lln~ ,o"'lly ':' '::uOlIl)ln9 ."1"'",,) :,~,ICO IH.OO .,l ho"ul1el0 - $! ,CO "MOI"O~ "lIn'j"COIO'.'l - Ul!Q 3e Subllaclll". 34 "0," II". 32 3~ · Ub 34 6.1 0 II IInl U!I UHlf or 14n. mulb!:lt I:,!~ tt lh. tclAI nUIt1ntr ~I mmphcnt ":illmtIJ en Iln'~, IIlln'!: 'I "vII WU1~. 1ft Ih, wc'~thfll,n \tI, ,nllr-J[tIC", tel Itl'lmour.1 to ,nl,t 37 TUlbl.l"co,".. Sublraet II". 3~ "OIn 11"0 3e IIlino!~ 'I mo,. Ihon I".. l! onl.,O, 38 TI., Stilt In15ltuCllon, Chec,," II tCIBllnCll,oiJ'" Qny IOl',em I '1:11"1') 6S14 b F.:,m 4972 39 CrlOlt 'Of I;ndd a.,o ~'lllnOlnl Clflllt.nm ~"'Cll '(1m :U I 4ll C,eolt '0' Ih. .Ieolly ," 111. olUbl.o Attoch 5'11 " 4' F~f"!~f1 tOJ 'fltlllt. .Allot:h F':/l11 IIIE 42 Clt~", Che(k I' frr.m I F')IIn 8396 e Fo,m aeol d ~oo II"" 39 'h'~u911 42 SlJl:hocllirlt 43 'I':'" llnlt ~8 It Ilrlf 4~ 115 n'c'. IMBn Ilrlt 18 ,.wler ,I). S"lf..tfnJ:IIJyme"t lIu. .AlliJt:h SChltl.luh! SI! ~Ilctl"oltvlt "'lnlll~U," I.]J .Att4(h Fc:,m E~el SS ~M M~IC4" '.H :n tJp 'r.~cm" MJ;1 ItpCllU to .meID)" ~"'lCn f,;/m .IU Ta). '~I1IJUllllt,IN ,.llll!fl'llfnl J:jO~I5, ,rclUI,JI"Q 1J;,Il._ It 'IlQuUIt" allo1Cf", F';/frt e~:.:'.l .AiJvl1n,. Itlure" 1"CCtnl! creoJl! r.lJ~mltnll I,/;," F.;nrtu} W,'J, ~Cljlil!l'CliJ 'mr.I.~~ft'lltfllla;Jt!l5 A.1I111:" S-:r..IJlJllt H "lid 'n' U - !~ n11t ,1 ,.1:11' tollll.. FltCtfll ,,,cem, ton IfIlh"fhl 'film f~'mt If,~ aile '0':9 31 00 . 3. 5 26 I, Fc,,,, 3ECO Fr:tm (lJ:ltC) ~ I 42 --.:~ I I b u I ~3 .r.... ~5 44 4 48 -~e 50 · 51 5 ,481,' I ,~G , T e3 e4 ee e6 57 .1 e. ee · 601 .48\. 220. 220, eTl'O x Sol~ln~' C~.e~I"Q ~ $j,:1)1I11f I :S,qI1DIUI' II. .C,"l ~ltUfn. Ben. ~~15'9n j C.I. -Ie.,. I e.l. I)'QIJI OcC~'hon 5tate Park ManaRer f !IlOIol",CcC1.lIl.llcn Nurse's Aide I I P"P,'II, 1i<<1,1 !f(\M,I.,No, err" " -, UI-''''Q10.,..'' I~~c". . P"CII" I 5,qnlllolll. ',m,N.m. ICI,.cIl'It "11'mCIl:~lJl '"I1'\<1Qr,,, ~ 5e I f -prepared 'CI,lQ,12 "i;e.96 - . Sd~ltllUllf A & 8 IF.)",., lC.4lJ}19ge ~MI ~11 .~.~ ,)QT. fitm'.I' "l/:"'" 0:/1 '0)/'" 'OAO Cd NQlln,., N,,", '"4 10(1" e""I't)' t1\,lmtfl I IIhcllttllJ/1 St.J'rl,lI;I'" WIl11am E Ro~~v~ar & Paul~~~~ M Krl~h.Ro~~v~ar Schedule B - Interest and Dividend Income Pert I Inl,rul Income ,S!!lI InlUucIIC"& ; HI.."I),Jo,j '.(r'~'I"':H" 'c..'tf ,,..r ,,;,," 109',>:10 ,:1 !iIQ"'I\,II' ,'.t,m,"1 IQln . I1'C~'''I~' 'IIrn,lillU"lu"" ",m'UIt-'et.,. '''4 ,,~lfl Jf'. !I;l" ,I1','UI.nc"'CIl fJ\Il'clln Part II Dividend Income IS!!!! ,r'5InJClle'11$ ) Nol,' "':\J "(f'\'''' ~ ;';Im It,''ft CI\' ";1 ,...CIM\il.IIAI,,,,,,,, ',I;m. tIC~"I1';' ",," -,'I~rl'lml ".m.nlt1tc.).' ~"d ,nl" 'r. 'ct'l '11~ld'nc' a.M\IWf\ .)/1 ""'cutl Part III Foreign Accounl$ and Tru$l$ (5ee InstrlJct,cns) 1"0611 '011" hC,,"'Y Humltlt 17J. 38.2H.~ NOI.t 'f yr:1J h4r11J"''' SoICO,n tllII1CI" ,m",1St Inc.:m" YOU mu't "'I:? cem!:"" Pol" III LIII nomt 0' PlJv.r, It aJ1V Inl""'I'1 "r.," a ulllt.h,'onced If'II:flqO';1f Al1lJ tt~1f bU~If' lJlII" I It'll I:IQ'::"ry 01 '" 1:1"'On'lI r"UJenCI, tilt ,,,. 1",UuClle", /1"1) 11111 thll/,,:Ie,ul filii AII~, ( ;~~~~~ ~~~e~5_':c:o~':~~r~y :~r~t:r _O~U_O~U~O~5_ . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ J {t,;,C-~;:ul~iitl-a n-n;ur-aii(~- 'Co.- of -,Am~rl-ca - - - - - - - - - - - - - ~ j~V:I=nil jl9~c[S= = = = = = = = = = = = = = = = = = =: = = = =: = = = = = = = =_ ------------------------------------------- -----------~---------~--------------------- ------------------------------------------- ---------------------.--------------------- _______01___________________________________ I -------------------------------------------1 _____________________________--H___________._ -------------------------------------------J ------------------------------------------- I -------------------------------------------- 2 ,Auo!!'le omour.15 on '"" I 3 l';JCluootlo 'nlOt~51 'In .e"OI 1010 ~ S 50""95 tOMo lu~.d oller 1 ~e~ trr.m F,1tm ee 1 e ""010. You must olloen Form ee,e 10 Form 10M S 4 S~l:tro'l !In. ! r,r:m II"., 2 EnIQ, tt:. t.,~ll t"i.,. .1nl,J en F,:,,,,, ICi!~ 'Irtf Sa ~I .. Not'llt yeu htJC1 .:v.r $JCO m CfelJ/S alvldlno, ,nOler "th., t1ltstflCt.tl.:n4 .:n Sfcelf. eu ,"vir 131:" .:cm ,.f, ':~rf IIf 5 I.IIU nom. lJ' J:BVft' tnch..I1' tJteu lJl'liI!jltntj, 3nd/~r lJl~., Olllfll:~tlt;na ~n ,tC':k he",. An~ ,lmounl ';01:11111 gall\ dl5tnCl..illcnes lwd nCnlll)O!:lt.. 1,J1$lnbullcn, NIU t:1f OIfOLU;I,'2 on tlf\U 7 onl.3 ,1 ... ~~t~S!~~~~~lJ~Qi---------------------------l =:==::=======:=:======:========:===========J :==:=======================::::============j 5 --------------------------------------------i ===~=========:=====:==========:==:===:=:===~ =::::=:::::::=:=:==::::::=::::::=::::=~:===~ ==========:=====::=========================~ 6 ,Add Ihe sm~unls on line 5 7 COg,101 90,n ~,.ttlbuliO"G, Enler '"'' oOd on 5~hedul. C' I 7 I 33 J, 80 8 Ncnlllllbtl ~IWlbuIJQnl, (~.. 'IUlrl.lctlC/lS 'er F~tm tC.4Q, [In. t: j 8 I I 9 ~dd IlnU 7 .ed 8 I 9 10 Subltoet Iin. 9 Irom I'"e 0, Enler 'he '05ull ne'. .nd on Form 10M. Iino 9 ~ lQ -tf ycu ac net n,.d SC:h,C!utlf D to r,ccrt J"y eth" g,ms or Icntls. Sf' In.. tnltructlcns fer f:Cfm f04C. YQu r11U6t ccmph!le thllS QOrllf 1CU (a) hOl3 C'Ii!!' $4.CO of 1"!lIflflt 0' dlvulenol; (b) had a ler'lf)n accounl: I'l' IC) received a Clltntl..itlon rroln. 0' 'Mfr' 13 ~'ar,IO' cJf. or II rnnat.re, to, a 'erltlun truest. 6 "I.AI iSnv time dlJflnQ 1996, ilIa ~cu hove an InlOrltlSt In r:r 03 $ll;InalurlJ .:r ,:Ihltr 3wlhcnty ';vf\r 3 Ilf1I1nr.IOI .1cccu~1 In a lo,el\1n country, SUCh 35 .) l:ark acccur.1. ucurltllJ$ account. cr elh!!r Imorcral accc~r:11 Sit" Ir.IUucflens fO UCel::llOn~ ant,] llhnQ fl!QUI'l!mentlS fe' F G,m TO F 90.22, I b II '~.s: l!r,le, lt~1f namQ ef the 'eteu]" r.cunlr, .. _ _ _ _ _ _ _ _ _ _ _ _ _ .. _ _ _ _ _ _ _ _ _ _ _ _ _ BAA 12 Curlno 1996, rllel yeu rece....!! .1 cI6Inl:ut[.;n Irem, er ',ve'l! 'leu It',1! ':;',1nIC' ,:f, If 'Yl!S', see ,n51,ucllon$ fer ,:t~t!r le,ms yeu n10V ha....e to 'It.! For P.porwo", Reduotion Aot Nolleo, .eo Fo"" 1040 In.lruel'on.. ,tr:IIle.w" IQ,Cl,'?6 G' !'ilr,lShrrr.r fe, a fOp.ICn tn..lSl? Poqe 2 08 ,AmQllnl 1 3.72 , . 51 2i).~.1 2.075.9J 2.53l,39 2.075,9.\ J55,J5 529,75 529.75 33J,80 19J,95 /in. 13 I ~..I No .,:" , , , _. ~ ..;~~ J X . i . ~~~. ~l.j I X ::,;reflL.te B (F';rm , C4.C) 1996 ::d'PtJUI'~ d;-';Im \~~~12!~__ . tt,l!'IUI fll<:"'l ,j" il'hJ'" t;'l ',rll!llltl h,.." '11" f,lol ,I ~lrl'JI") tt'jll'l:I' I tlllJl'll1 ~." FlloJ' I W'III"nU;_,!~Qs~veJr'" PalJl~tte M Krlsl1.IloH'I~ar JJ_,__,_____ --__,...!'~~~J I' hu, "will hrun", Ptlmllltl , 74. 38.' .J?' ~';!..:...J:.______..____ '~'r.m" Ifem the.. ""I vIII" ,;:, Ilftl 41 NQI.: 'f j'iIJ ffl:~tt "mCulltlS 'rem '"",lInQ oJf 11111111111 en a,/,alJ/. E. ycu mult Mtll' YCl.if IIfcU b.l.,w A'" 111"(, ,:rC'fUICniJl, mlJ" ,0m,:I,', 11/1' J2 t"ew ~ Income or Lou Irom Plrtnerlhlp. Ind 5 Corporlllonll Hol'l" t~~",,~!.~~'I.,. .lJl,lmUM rll.ctl',lI'" rQI"~n ,;1 ',,',;, '0 ,I,Uf,t, y&:ljl 11~111""1l1 "It, .d'~.t) hi ",''. I ,'.11 'l"l~ "~III) 27 A]5ta,!,w BI cI ~ I, (.) '11'"1 (b) E"II' P t" p.,'ntlthlp; $1(1 ~ (:~rWGhljn (c)('I<~1 ;0"19" P.lttlllthlP (dl E"~I"lt ,~'tlll'ICDIJCn nijllltll '1'1 '"~U'II ''"''", irh.,lrr.rlll ~IH' (.) I <n ",j ~ Um, . .II". "cl'I~2!. X J KrI sl1 Fvnera t HI'm~ [NC s H4J -1-_ , ~ 81 c! -er- II 2B. TclOlo b T~11115 29 .AtJo .;ch..mn'i (h) ortJ tk) ~I ru'lt ~83 30 ~~O ,clur~110 I?), ") '"0 ~) ~11"'0 .Bb 31 TQIIU ,:ottnl!Iahlp and S CO'Fe/aMn InCQIf'll! r:r (l~lU) C"",btrlt hru ~9 ono !O Enl.,t U':1t rU1J1I helll on(] InctuCllln Ihlt IQIB IJn lIr.lt .to tttQW M![JJ!1.come or Lou from Estltes end Trults 32 (.) Nom. ~L 81 1. 3~8,! - I NOnl!!jtll . ItICOIll'.M!d on (I) 'ICmllll;;;;--r I r.,~Cii1:') 'tem 5"1.,1. Ii: i I 'r,,~'/~I~:~!il" ~ I ( '1"'111111 ~ct\", Wit Schl.'" ~,I '"!lV' I co . .nd Lou (g) Pm'll 'CIl 1110". ""A,"'OImllll,I',qUlllql th) Fill'" ""ml 'tem 5ch'.," ~,I . " "."1' , .' ,.,.1. I 368, ' I' ",'. I, 9 10 U68, 11 1,368, PIIIIII. In(olll. .nd lOll (C)PUtl~t 'JellUtllC" ,:f :cu ollle'....ed (.\l1tlch Fo,m I5U,/ "QlllfItQ) (d)Fml~' ntem, 'wn SChtdul. K.\ _~n'~IC'" c"C I __.~J1!~II\IIln'om. ond Lo.. (I)Cf,Mh:n.:tcU (fl':'"'' rc:rr., 't,:m Sd'tdlJl. K. I It,:," 5th.lIul. K.I AI 81 I ~ 33aTcloIl!l ""..,., 11" "! -- b T<lJIO , ' -I 34 ~CO ':Clem"O ,., OM In 01 ""0 ll.1 ' 34 - 35 ~Cd "'em",c (0) '110 (0) ~t ""0 3lb ! 3e I 36 TOIDI UII1Ii! an.., IrlJ51 tnCCltH! Cf (It:u) (.;mblnt.t IInlt' 24 QntJ ~E Enler II Ihe rf!6lJU ~e'l! .1n.] InE;tucJl! In II'., tclQll~n I."e 010 tl!lGW I 36 I [Plrt IV...:J Income or Lon from Reel Estete Mortlla e,lnveslment Conduits (REMICs) - Resldull Holder ( ) ErnCII;~er I tCI ultt: r.C'lJtl~n I (dl f,H.1tlf! t1ccrt1' (e) IIwrr, 'tem 37 (I) flllml etr.hltCMlcn "lJtr.l:er "m (11'901lu Q, n'l cnl r,,,," S(hIGUlt~ Q Ire ~b . IIr.I.O: Sch'lJul'llol. Irllb ' . I T 38 C~mblnlf t:ch.mn$ ((j) .:)nej il'f enJ Enter It'l! rel!.ult he,e ana IMehlC. In the lclal r:n IIntt 4C l:elcw lit ,,' Summe 39 Net 'arm rl!nlallr,(:cmlt IJ( (IoU) 'rom Form 4835. .A160, (:omplele line 41 bflh)W 40 Tol.llnccme ~( (Iou). C,:mt:lInlt IIr,1!5 ~G. 31. 36, ~e, ana 39- Enter the rlnull hltrs 311,] en F.;rm 104Q, 1"'0 17 41 RlConclII.non 01 F.rmlnQ .nd FI.hlng Incom'l Enl., y~u, .)l'0" farming and fI~hlr.lJ InC0I1111 rl!~mtecJ on Form ~::~, IInlt 7; ...(:heCIM K.l (Form 1065). line I~b: Sctif!f1lJle K,t (Form' l:OS). lH'a! ~3: ,'''',tj ~:(~l!dt..11t K-l (Fcrrn 1041). IIr.e I'; 41 .2 R.conclll.lIon 10/ Rill EII.I. Plol.ulon.I.. II y~u "'0" 0 '001 0"010 I prQleulCnal (see In~lrucllcm~). Ifnter the nelll~ccmlt cr OO!s) ~cu reponed llnywnefe on F Qrm 1040 !rem .111 renlal fenl t!~U](e llCllvllle5 In whiCh CIJ malenlJll iHIICICOll!ct tJr.fjl!r It'l! Ci15~IVI! ,11:11...11 IC51IlJhd!, 42 F r:1::~r.; I c; ;ti.?tS lIB 19 . 40 1. 368, "{,' i,.I~"j,~'~",,-;,,; I' ~, t; 'r-~l .'1...._ :;, I" . . . ~ ' , . .~ '.. 'IA .,l.,_ ',\',.1': J., ,..;:~,.' .: .!l'. fl..JI'"" ,_, , ~'\\~ ~.il.:, r ~i" i~ :,J'~:;.\ ~~ '-". 'j :,~:~;. 'f': .. ....,.--':~. ~ :,;'. ,':. ~ " '. ~ t., l~ .l,fttf", -' #-- '.'" 1. v. II '.\ , '. ' t,_. ..il, -,I.~'" ! ~~1lo4 (1996) 26 P.'I' ~ '1lm'lll ~Iklwn 'lll r.. tl.ll,llll Cu No;ll!"ltl fl.",. lil""I'I'I,t}',,~ h..II'ut I ~hll"ll:n I'B~' I I 'oJ.rlof.'tl'J lill/l!tll WillIam E Ilo5eveu & PJOitette M Kl'I5/1-Ilo5eveJr li4'36'2J9.1 5ectlon B - BuslnQu and Incomll.Produclng Prop-ertv \u,. 1/", ~1I'lIc" 10 '.~CII ':.'''.111.' 01"11/'011. 01 POI:Olly "... ,,, . IIIJt.le CI' [JtJIW1I1lSlS~' Ie, 1"(CI111t'l:tCl1l~(1'1tJ J:!1'i:t.;'i111 r [Plrtl!",'"l Cuually or T.llelt Gain or Lou .U~.,' 'm'.IO POll I Ic, ,.". '.."ol/y 0., Iholl) 19 DII5Ctlpllon 01 P/Cp1lt11!t1 (611QW 11'J,:1t, 1~(aIlC", olnlll.Hll1J ,J~qUl'ltt1 h.:u uch)' pIC~'"Y A _ _ _ _ . _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ _ _ _ _ _ '_ _ _ _ _ _ _ _ _ _ _ _ _ _ Ftor:l!rty B _ _ _ _ _ _ _ _ _ _ _ .... .... _ .. .... .... .... .... .... _ .... .... _ .... _ ._ ... .... _ ... .... ... ... ... .. ... .. .... .. ... .. ... .. .... .... _ ... .. .. .. ... ... ... .... ... .. .. ... ... PtOI~l!tty C _ ... _ .. _ .... .... .... .. _ .. ... .... .. ... .. ... .. .. ... ... .. .. .. ... ... ... ... ... .. ... ... ... .. ... .. .. ... .. ... ... ... ... ... ... ... .. ... ... ... ... ... ... ... ... ... ... ... ... ... PICP.,ly 0 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ " _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ P'.perll" IlJ... "P.'.'. ,;.Ium,,'o, ..CI, plcpelly lOll CI ..mo .tJ /,om 0/1' CO,u.1I 0' Ih.1I1 A . C 0 20 Cell" I~'U1"J bUll 01 mn PIOPllty 21 20 mlv1lnn ~I """" "1I"1:1U"""II~',"Il' FJ/l:r,.~ II.",J d'lm/, U m. ", IrVCltOn, Nal.: If In ~U ,s me" thlll in ..'f, S~1111n .1..', 2.2 ~~.~' /,:~" :o~~~~~'l ~~ ~~rt~r~ln';~",,~:.".~Q~~ Iln, ;t<Jr IIn. !4, (Oh,l,l1U ljl. fJUi:I"lllI)Ul!' n 1I1,ntlllJ(hcnl lei 'II', I ,,triO, '~ID '111" ~lIo.Nhi:' lei INt (Clurn" h. lhlt ,n,lIvClle", 'or II"' ,llln'~' ,(l(IIIdU .I11l,i/.nct '" <:I/'lll ",n'bUIl.,r.nl;'C1I 011" /lei (i.,m.~, j/lN "<r'~'iJ ~.~m'Jlllcr IC",' '<:16 ,n . I"" IU ~ir'l . 23 Fllr ma'~!l \'111;' 'IIIOt. 'UVltty lJf lrrll 24 Fllr mmtl ~"1"1I al1l' <:31Ullly or thllt ~ Sutlroclllne,24 Irem 'If~" 23 2G Enter th. Imaller 01 IIn, ~O Cf IIn. ~~ Nolll 11tht ~'C~ffry IllS reWly r:WrJY~l1l;y lJ!I1Jltycr,'crt'rcmfhtrt. tnt".:" IIn, ~o fI" ~mcurrt "am I/llt ."0, 27 ~ubllD~1 "I 21 ftem In ~E, " Wo Cf 'inS, trlllr .I). 27 28 CUU.I'" ct in"t :ClS. ,b.ac tl1, 3mCunls.;n Ilnl 27 Etlllt ''', tCt41 I':"t ~nI' ~n II no :7 ,:t 'in. !4 (U, ,nllructll:lltl 28 · Summary of Gains & OUllS cI,c," .eo...'. P.1i1. I (b lou., 110m ':.,unlll.' 0' Ih.lt. 22 23 24 2! 6 1 , - -I I 29 (I) Tr4iJlt, t:UGlnIfU, (1/) Inee,...,lt_ (I) lo"nllty "'''ally 01 Ihelt lenlo' c, ICYOlly pecuc1nq pep.ily PO~.ily Casually or Theft of Pr9pertv Held One Year 0 Less I (e) <l01"" ',em C.'UBIII., 0' Ih.lI. JnClt,oOlbie In Incem" !O TlJlalS, .4ac 1I1d .11T1ClJn15 en h'1!! :29 11 I 10 Combln., 1m!! 30. Columns (b)(I) l1r1d (c). Enllft It:t! r.lf! ~B'n Ct (leu) Met., ana en Fctm 4797 Iln., 16. If Ferm 4i97 1$ net OlherymSd rI!QUlrl!(J, Ut! 1r.l5ln.cllcnlS 31 32 Enler thlt amount/rem line 30. column (1')(11) hl!ll! 3~lJ.;n S.;neOuh, A tFclm IC4~), Ilnlf 24 Patln"nshIPI5. S ccrJ:orallcnlS, ulaln ana IrtJSII5, liI!lt I~sltl~ctlcns Casualty or Theft of Pro e 33 C..uolly 0' Ih." OBI'" 110m ~CI," 4797, II".) 2.1 34 Held More'Than 0 e Year 32 38 TelAllone!. .aa 'meunlS on !In. 24, coturr.r.s (b)li) 3M (lUll; 36 fOllll ~Btns. .AlJrj linn 33 an(J :4, column (c) 37 ,4.ljrj amcunls on line 35. COlumns (l))(I) ana (b)(II) 18 IIlh. 10" 0" II". 37 ',m.rethln Ihe 001" 0" II". J6 I I~ f-:- 13 M · Cem!:ln., line 35, column (b)(I) and IIn!! .36, and ~nter lhll r1lfl11Jln ~r (Iou) h,rlt, POrlntitrlShlfr' and S corperatlcns 'Se' lhe nOlt billow All others Itnler !till5 nfnOlJnI en Fmm 4797, IInll Ie, , Forrn 4i97 115 nct olherwlu reQUired, Uft .nISHuclle", 181 b Enlel Ih. amou"ll,om h"o 2e, column (b)(II) hele, PO,lnellhlp, ant' S CO":OIOhC/1' .e. Ih, nole below. InOlVldlJlJI5 Ifnler Ihls amounl en SchetJule A (Fr.;:rm IC40), line 2'2. ElSlolel5 and trut'ils, enler en lhe 'ether deduCllOnl5' line 0' yeur 1311 r4lu," 39 Illhe 1055 en line .37 16 equll to or leu thin Ihe !JlItn en line ~6, ccmblne lheu line Ii lInlj Ifnl!!r hl!rl!. Parlnershlps, see the nole below, .AU olf1erlS. Ifnler 11115 ameunt on Fcrm 4i97, line 3 NOr'l Partn"sh/I's, enrer the Jmount Item IIr.e J8iJ. J8b, ar 1Jn~ j9 an Farm '065, SCI1fc1ufe K, Ime 7 S ccr~criJtlcns. enter ,re Jmcunr frem line .J8iJ cr JEb cn farm II~ZOS, .scheaulft K, 110,6. 'Cl..C'iI~ !O/:M6 38b 39 'l'~'" .'<,,,,,,"',,J,~ '" '''''''''''i'''~''Il'''L l./i.' ;I~J.\-::~<(:\i F.ltm 4684 <IS96) 8815 Exclusion of Interest from Series EE ':""t." It,! "" FOil" U.S. Savings Bonds Issued After 1989 1996 (For Fliers with Qlllllfled Higher Edue.llon E~pen..s) C,p"trn,nl '1111'1. fI.'MIl) jill't",1 I"\'tOll' h,,,,,. ~ .A1t.a:h 10 'cmn 10AQ or l040A. .. S..lnltrucUonl, 57 C.udonl " ycur hllr1g ,','ul II m.rrllrJ ftltng' liP""" I,turn, do not fill thll fe'," 'yt;u (.nnot f;JIl' th. ,H:luIICfI 'v.," I' ~OIJ ~1I"1 qu~IIIIIQ higher 'Quc~"an ..~.na.. In I ~~6, Ny,n'll' ShulWl Q/1 Allurn ,.w IINIII 'u"nt)' ""'""" 174-3H-2294 (b) Nam. .M ~Qa'u' al "Iglb" .QucoUcnol ,,,'UluUcn William E R05.v.ar ~ Paul.tt. M Krtsh.Ro5.v.ar 1 (I) Nlm. 01 f,...0" (you, yau, ,paullbo, you, a.p.na."I) wI'o WII .",o,.J 010' allllld.a I" .'lgl ,. *auClUo"ll ",.llIuUo" p."n5~lvanla State Unlv.r5lty 103 S 1.lds BuIlding hut ca M Rouyur Untver5tty Park PA 16802 Penn5ylvanla Stat. Unlv.r51ty 103 Shleld5 Butldlng El I ubeth M Rouvur Untver5tty Park PA 16802 " you ""a mo" 'P~C" IlIach 10oIlI0,,01Ih..ll, 2 E"I.. Ih. '0111 qUI,,".d h'Ohl' .ducaIlO" ,.pI""1 you PI'O '" 1996 10' th. plrao'" III1.d '" colum" (I) af "". I S.. Ih. ''''lnJcIIO''lla 11M oul "'hlCh '.P'''UI aUlll1y .. " . " " , , , ' 3 Enl.. Ih. lolal of .ny nonla.ob'. 10lJCa1l0"11 b.n.1iI1 (Iuch u non/l'lb'. IChOllrah'p 0' f.lloWlh,p O,lnl$) IIC""O 10' 1996/a' Ih. P'"0"IIIII.q ,n co,ul)1n (0) of II". I, S.. ,nlllucllonl ,. .. 2 10.904,00 S 500,00 4 10.404.00 & 6.613.44 . 2,075.94 7 X 1,0000 8 2,075.94 4 Sublracl ',n. 3 Irom II'" 2. " uro 0' 1'". 'lop h..., You olnnatllk. /h. "clullon ~ eOler Ih. lolal ~'~c"dl (p/ln"p.1 ano '''1....1) lrem III U"" EE US, IIv,ngl bondllllu.d liter I'lt Ihal10U cllh.d during 1998 . . . . 6 Enler the lI\tetf6t In-:ludet1 on line 5 S.. tnllructtCf\1 7 'I IIn. 4 1.11 Ihln IIn. e 1 No, EOI., 'I 00: Yu, C'v'd. ',n. 4 by IIn. 5, Enler Ih. ,..ullol a a."mal (10 allaul two pl"o.), 8 Mull'~ly IIn. .; by I,n. 7 8 Eo'or your ,"oa,f"d 101UII.O g'055 'ncomo. S.. 'nll,ueI,onl Nal" 1/ "0.9 '. $64,~O or mo.. ($104,200 or more ,I mamaa hl/ng 10mUy ~r qu."lylng Wlaow(erll. ItOp h.re. You cI"not t,ka the ..clulIOn, 10 Enter $49,41!0 (S74,200 " ma",.d IIl1ng fo'''t1y 0' OUlllly,ng wldow(er)) 11 Sublrocllln. 10 Irom IIn. 9, II zero 0' '.11. .k,p 110.12. .nler ,0. on IIn. 13. onooololln.14 . '" ,. ",",",,,. . "'," '''' 9 54.067. 10 74.200. 11 -20.133, 12 O,vld.lln. II by $15,OCO (by $30,000 " mo",.o hl'''O lelntly 0' qUlllfylno WIOOW(4I)), Enle' th. "lull.., d."m.' (10 11,,,.1 tw<J pi I".) , '".., . . . " " .. ,." 12 X 13 MulI,ply IIn. 8 by II'" 12 , "" ..'".., 13 14 Ixcludlbl. IIvlnal bond Int'''I~ Su~lrect I,n. 13 hom II". 8, Enl../h. ,..ult h... .nd on Schedul. B (Form 1040). Iln. 3, 0' Schloul. I (Form 10001I).lIn. 3. WhlCh.v.. .ppll" ",' ,."",.,.", ~ 14 lAA Fo, Plp.rwOrl< R.ductian Act NOde.. 1..lnIINCUOnl. 2.075.94 Fa,m 8815 (11196) 'CI,&6601 10127.16 0.00 FOIf11 4562 Deproclatlon and Amortization (Including Inform ell on on Listed Property) . AIt.d11hlll lo~m 10 YQur "Iurn, ',Mil I.,; It., 'll/~ C'Il,/lIn,nl dill' t,.nlll) Iru"....1 fll\'fnli' ~.,,,,(f ,'1'}1 1996 67 -- Ntnl'l') ~hlJWll .,1\ il,lUlll 11""'1".' ,;. ,."'~,I) l~ Hi'"j' II-'l f':11Il 11"/11'1 W, t \ \ Jrn I: 1'l)!s~VQ'1I" g PIWll! t t, ~ M 1<.,. , 'i1l.llD'll!VI! ,H' S,~( t , 1)11 171J StJII111111 rv Illllt I, '~J Eled on to E~pen50 Cerleln Tdiig!1i1e Property (Section 179) ___._..--!!!~J~ L!~}E!!.!,'g.!!. ~nz..!.I~ 1~"Y.f:'!5E!!!_ry._~ :-'!_"E'!f!~.._'.;'~;J!L:~ .!:''!.r~:'_'',J!;Y _~'!l!!!l:.!!!~E'i!!!.'.1_______.___.. 1 MO)U1'Urn l.lcllill 1IIllIInllL;I1. It 11/l.HlhHJ:jIlHl :I;"IJ l:ljLI"t1~b, eltlt ,11t:;llllt;IIl;I'1i 2 TOIDI (o~l jJ' Iilfdlcn 17'1 pq;IIIty 1:18(IIIJ 'll 'il!",lf~ ~~" ,/1~lIIKtl(l1li ! n~'l!lit1t;hll:Clil c:11~(tlt;1l In f;!IJPlIIY I:Ilf,:II, 'tllll...tll:!l '1\ '11111Intu:n 4 RelluCIII:1lIII IUl'llnlll;" ~lJtl"h:IIU'lJ j !terll IUle; II JlllrJ ,;, Ilflil5, ,,'1tl1l O. Ih'lflltt}llfl,NwNilt 17~.3~.~J?~ $!LJQO~ _~20Q,OI)I) I), If te'f) ':l Ittli~, IJI11lU O. I' II'l)ffllf!J hllt1~ =r --r---'- G_ ~=,r.u...tf ,:I'I~) I (l;~ 1,(1111 (C'll L . I 7 LllltetJ 1:lq:ltlly Erlle' amounl hem IIf':U 27 1 7 I ----..- 8 r,~llil ef~r:led ":C5( ,:1 Geclu:n 179 !:,q:.,ly .A\1d JI~CI,j1111$ "1 ":CIUlfl/1 tel. Ilr,lI1S IS ,Irll 7 8 9 Titillative Cl!lIlJctlCIl Entet Ib! timolhtl .;1 h"lt e ~, Iln., a 9 10 CattYC\iQr 01 1111SBIIOWl!tJ tJl!l.]lJcttcn hem 199~ ~i!e Inllt,u~IIC"15 1 11 eu15ll1C!U 1t'.t:'CrMl! 11/11111\11011. Ef1le,l)':/J lifT10lhH l~l CullnltU I"CCIr:tt (nel tij~15 th:H1 ~1!1f}) ':/ Iw,n e Uiett 'nlHn) 11 12 S~C!tOIl 179 1J):J:C!nu llfll1l.;elten "'iJlJ linitIS 9 .]l1lJ IG. I:ul <JIJ "cllfnlel me/It It'1BI1 hlle II I 12 ..!!~ver ,~f r~l!!:aIlGWIN ':I!IJIJcIICI1 to 1197 .AiJll IWl!1S <) .11~tJ IrJ tlft!.1$ !WIt 1,2 ~. 13 I O. Nol.1 C" net li5' P3ft If.;r P:Jft /If tit/ow f.:r lIereo,:rCf:,rry laIAcmct:II,~, ",t,]m .;r"" ...It,tIC/IU; ''1IIl.I"r "'tI,:"cn"~. ,"tam .:cm':lJ'If!. at {:rcl:,rty uua fer ,rrt,W,1,,,f1l1tnt. r"rullr)n, cr "ml.urr.~nt) ImH",,{]. 1,61 FJrr 'I fer Ilti(,a ,:u;t:rtrry IflrULJ MACRS Cepredatlon tor Assets Placed In Servke Only Curing Your 1996 Te~ Yeer 100 NOlln'jlJdl .h!!!ld Pt'lJ!!l:D'L ~ Dcllo, 11/11110111';11 lei lOll yellr :5l.1CHn.;1 h"11 4 "r:tI1I1I~tJ I Ur.lIf,1~~y'. 6l!1f In6l1IJClll:ms _____.. ~_______j!lcu(t ~Il,:" d 1:Ir.tll.!>'___ from S(h~dul~ K-l 17,5~O, 9, 9""': 0, 17,500, 9, .~_!~I!~.P.-=-~!!~!!!!.~~.!!~~I)IJ~!!!. C uQI1~_ 14 If yr.u .1re moltll",{J lt~r.! ~1r.!(II~n ur.CfH ~e(!lcn lEe(I':I": 10 ';'(:l.I: Jr,~ ,1~~I:t! 1:111(r.!'J 1/1 ~I!IVI(" rJ~'lr,tJ 1t':1! '11): ,fllf InlQ cnlt Cf mGr~ ',r.!r,r.!r;lI .1H'll a(Ccl:"I~, <I.,ecl<. ttws tGJl, :5.:r.! W511uclll:m: Section a ::. Ge_nItIJLQ!J1t.c1aUQtl System (GOSj ,Slttf "-IS!tUC!lClllS) (11) '.lcrll1 Jr1l1 I (e) ~Jt,t 'cr :'I:IH,h;(l ! Cd) I (.) I )UI CI'(~13 '1.'~bruL. ""llll'trl .1. ! ro"","} ~W":.J i ':o)ll~'fll,~n '1 ",,0(' "'I~ - HI! "~II..,I'(I'!; 1- I ~ (,) CUtd,c,llcn.;lplq:,Ol} I I (I) Mtl~C4 (0) l:'I:II<lllcn n4~l!jcn 15. 3.y8ar J:lc!::elly b 5.year p/l:I:elt C 7"/l!3r (:Ieeert d 10. eo, fCcelt . l!5.yea! r:;ICI:1!1I , ~O. Qar _11;cert g t:5.year .Iceert h ResldenllOI renlal r.rcr.erly NcrrflSICenltal lenl r.rccerly . .. "". .. ;.; ;fJ;'~", ,,;.. I hj\",i.t\';,PJ" (\~;l\.r,""l~' ,'.).'tl",:. 'i, ~(]"';V ,'tu II! ''i':t, 1 111,1 .' r~"(lf,,":'iA ,,.If '''fl,:J~ ..:y;. .Ah;;' '.,.f'~11 ..';.1, 25 rs 27,5 rs MM 27,S rs MM 39 r s MM I MM rlcl.tion 5 III.m ADS IS!!!! ,n4IrucIIl:n5) S/L S/l 5/l 5/L S/l I I SI,'lon C - AII"..,II," 01 lGo CI... h'e " '",:t.', ,!",t't~ '~'''NJl('':t. bI2,.ar ,",L{'\'I'"J:. )2 yrs _ ,4~'y.ar I I ~O yrs IP.rtlll~;f(liher Cepredellon (00 NOllncllJdll"lld P'OPlrly) iSe. '"'''"'''IO"') 17 GOS ar.d ADS deduct!'-"5 fcr .15SI!l5 placelJ In 51!t't1Cl!ln lax YlllU5 tl!91nrllnQ tflCfl! 1996 18 PrOpetly i5.lJCleello seellan 1 €8(f)(l) el~elu::n 19 ACRS and olher der:reclllllr:n !R!rt!'{J Summary ISe. '""n""o",1 20 LuSh!d PCI:elty, Enler .1mClJnl Irem IIr,~ ;:E 21 Totll. Add (jeduel!cne en h"e 1:2. hne!: I~ ,)nl] lt5If1.;clwnn (I)), ,11111 !tnlt6 17 lhrr.lJQ" ;:0, Enler hell! and en thlt ~~PCr.flBll! I."p.~ of y";lJt /elUln F;HH~i!I'St'IP5 al'': S ';Ct!:crOhCl15 - Sltlf lmstrlJcllcn'5 ~ MM S/l S/~ S/L ~ 18 _ 19 20 21 22 Fer l\5!5el~ ~I'cwn atcvp. and plocel11n S'~f\ltCl) IlUf1r.q the ':lII/twl year, i!~t(f' the cmllon 0' !hl! bj)61~ atlrltull1ble 10 secllon :2€~A> <:e!5l$ 22 BAA For Pep.rwork Reducl1c3n Act Neliee, 51' inaltuellonll. 'cl~ca'; 'C,C;,?~ '."r' ',',1' ... I '"r'lo.. I': Fo'm 4en (1996) I 3G . I I Zd 8. 3 1 3G8. Form 8582 Passive Activity Loss Limitations FORM NOT REQUIRED TO BE FILED . Sit ItPlrllllnlll1lctlonl. . Atllch to Fonn 100lll or Fonn 1041. D,p",,,",nl d IN n...uIY In~f"IIA.vtnUl"I\,I(' ;;;;;;;j IIMIIWIt on PilIP" Wllllam E Rosevear & Paulqtte M Krlsh-Rosevear ~ 1996 Puslve Activity Lou Cluthml 5" 'hi In'tructlens faf Work4h"llS I .J/1d 2 t;,fCfO CCn11=lrwng P:Jrt I. Alnlll Alii [Itltl AcUv1l11l with Acllvl Plr1Jclplllon IFo' th. OOI,,"llen ,)1 lellV. ~a'IIr.lpallon ... Aellvl '"rtlclp"llon In I Rlntl1 Rill [Itltl Ar.llvlly ,,, Ih. ,n,t'uello'" ) 1. Actlvltl'" with nellm:C/l1e (!r01l1 Wt"k51,.,1j1 1, collJrr.n (0)) II b ActllJlhn with "et hJ51S (frO/11 WOlkl5l~IHIl I, t.:olumn (b)) 1 b c Prior yur unallQwetj IGlil\1!6 (Irom Wc,kl5l,eql I, ~c:llJmn (e)) Ie d Comb,n.I,"., I., lb, Ino Ie All Olher 'u.lvl Aellvlllll 2 . Actlvllll!l5 with net Income (tram WcrklJl'ul 2. column (a)) ZI b ACllVltl.' Will' n.llou <lrem Wo,..h..' 2, column tb)) 2b C Prior yur unallowed hJ5SeS (trom Workaheet 2. cclumn (c)) Ze d Cort'lbll'l! hnes 2lJ. 2b. and 2c 3 Combln!! lines III and 2d,If Ihe relSUU IS nel Income cr terl), $l!tt U",e ,nlstttJcllcnlSlcr line;, 1I1hlls IInlt Bnd line III are I061Sf!5. 010 line 4 ClharwlS4, l!Inler .0. en hne 9 and 010 Un!! 10 I Irt "I Spec al Allowance for Rental Real state Ih Active Participation Nol.! cnror aff numb~'5 In PJrt II as r:06It/~~ 3mcllnt5 S". /h. ,n4tructtcns far "'lJm 11f1S. 4 Enter the amall., cr tt'.e loss on line 1 d 0r the leu ~n hne 3 !! Enter $P:O.OCO. It marrleil fthnQ 5.:caralely, Silt! the In6tructlom~ 6 Enter mcdlfled adlu61ed gross Inceme, but not I!!U t/"lan ;zero. stlf !tie Inlitrucllons NOt'l If Im~ 6 15 ,qual to or greater than fin, 5, 51</P linn 7 and 8. .nfOf .0, on 1In. g, and th.n go to IIn. 10, Cth.rwl5.. go to Ilno 7 5 5 7 Subtract Ime 6 from line 5 7 B Multiply IIn. 7 by ~O~'. (.~) Do not .nter mo'. th.n $.~,OOO If m."'.d IIIlnQ "pllal.ly, ue Inluructlcns 9 Enter the ISmail., Q' lme 4 <Jr hne 8 iPlrtlll..,j Total Losses Allowed lQ Add th,lneome, II.ny, en IIn.. I. Ino 2. and .nler Ih.lolll 11 Tot.lloUII III0wld Irom III P"Utv" lellvltl.. for 1995. Add tin., 9 and 10, S,.th. In.lruCllon, 10 hnd out how to re ort the losses on our to): relurn IAA For '",,"rwOrt< Rlduetlon Act NolI"..1t .lpI..llln,tl1lc:tlon.. fl'CIZli)Ol \Ci~M6 1..nli~lnt Numi., 174-38-2294 4 , 10 " CMI NQ IU'''I)OI 1996 88 8 9 o Fe,m 85B2 (I ~96) NOllt F." .IllY v'/IICI, fef Mw:f1 YCIJ 0111 ullU1g tJ~" atiJntJiJff1 mll'''Ii' ,,,,. 11( I]rlf1IJ'tm~ '"'''' u,;,nu. ,omu/.t' only 2J." ':cllJ"'na ~ l/traw}" te) at 5""1'::" A "'I ,:t ~ltc:tlcrl /3 .lITt1 ::I#ctlcn (~. d ,11",'':11'''''/' __. 1SI<lIon A - D'Ptl(l.tl~nB-.9.!.'l!!.I!~Qrn,.uQp'~~1 S", Instructl"na fer ",ml,,,t'CMI fer .luteln",,/III,) .A. c.,~ ".~. ,..IIt,lIlt tQ lL'Il~.!!~.!~~~~1 ,I'~"'''''~' VII ~l) I Z3b ., "u. .. In. t;1f.1tnct '.fl",nl "tJ;I 0:1 ~'~~"f) 'I=-G" [~.t.l~I~U" 1 ~:~~~!~~I II '=~~)';I III",. '~j ~~~II( .hen II /I.~2tt) I ~~4J C'PI~~~.I~n """"( II ',nll "",,,..:. 'jl' r.'r., UI" ,t..,."....,~:~I..''''.f'l If"~ t;~l'h'nlll~n 1I."\K\lQn __ lIt1c,nllq' .."" )1 24 PI':~'" "..~ "":I' Iho" N'\ ,,, . '11101i1~ tll'''''' C~'"'''IIClI"''' I -I I l 2! F,r,Pflly ulltlJ fl)~ ,~t I.n I" =__=r I UOII'"f(J tlllll~"L$ 1..4611 I'" nalructlcnlS T I r- 26 .4l)lJ .UMOLJnla In ~~Ill",n (h) ["I.., Ihl 1t;IDI hll' ar.i,J ,:n llt'te ;0. J:GlJ' I 21 ~l)a 4lt1cunla In ':I:h..,,,n (I) Enhtf Ihl lolal he,. .sr,iJ ':1'1 IIn" i r.O\]' I SeeUon II - Inlorm.Uon On U.. 0' Vlhld.. 126 ':""'11'"' \tI1' ,,(111)11 ,~ .,1'1,(1" 'I'''' o~ . '';1' ,nr.pl"l~' fl"ll'" ';1 .;\t'" ,nr.l. INn ''l ';IIWtl" -I' ",.1.11 ~'''t(l I ,..-IJ Il'QI<IIl.4 ,,"oVU hI ~(Jul ,mllhl~'''. ~"I '''l,"' rto. -IIJUt'tnl .11 41tctll:1l .: 'e ,.. I (f)ij mltl ..n "t'IlIIC" to CCmlll,l,rQ 1/'10' "Cllen 'el 'hel' .'MIC U 28 r~I'j tulln'H, 'nvUlm.rtt 'T'lIltLtr,~." IllJMq !~. ,,,, (OU not ,nClua. commulmq mllul 29 r ~I'l ~cmml,lhnQ mlln MI~t" ~urlnQ ,to,. ~ur 30 T~II'II)tr.e' c:ellcrnllnol~cemmuhnQ) "'lh,6 d"~lfr' e,) I/ltt":ICle I (b) """t(I.2 (.) V.",C1.5 (c) l,.r.lcl.l (d) Vlfhlcle " 31 TI)lal 'T'III1" anye" r11.1llnQ Ihe yltll, ~au llnrl!i ~e Ih,cuqtl ~O PDq. 2 Y.. I No (I) (tct.oJ "cllCfltr9 c"tl 127 (Q VehiCle e 32 WaF.. l/~It Y."ICl., ,tYOl14bld ler ~l!r~al'.11 \Jr.1! 4ullJ':lJ cff.oj\.lly hcur~' 33 Wu We Yltf1lcle uutJ !:rlmatlly by 03 mor., than 51t, lJwnltt Ct lelalett J;dl50n! ~ l~ .3r:clt':et '1.hlele 3'103llabl( t~r cel5cnal use7 Y.. Vn No VOl No VOl No Yu No V.. No I H 1= SIcllon C - Quullonl 'or Emplo~Irl Who Provld. Vlhlcln '0' U.. by Th.l, Employ... r1nl5w', th,s, (Ju'l5t!cns to a,termln, If yeu m",t 3n "Clt:rlcn ro ,em""rlng Sf.:tlcn B fer vfh,C!u IJs,a by ,mploy,,, who.ra not mere than ~ ~ cwnf(S cr """r,d ':lrsenl5 3!S Co y(u m4lrl.un 01 wflltln COIIC'I U.1lem,nt lhl! crclntll$ .111 Cfr~cnal \Jl,..:1 ,er.lc:u. InclUlMq cammubnq. t~ your emc1c)l!tf7 !I OQ ycu maintain .1 ""fIlten POliCY stolem.,"t thai ~r<:r.II:IIS !:drscnOI uU lO' '1eMlcles. f):cepl ccmmulJnlf. by yeu, efTlJ:;loyeu 7 Site Instrucllons ror '1l!l'It.:lu \.lSed ty (crJ:r.rote <JtfICdr~. Qllfctcn. cr Ii', cr merit C;Wnfms 37 00 ycu lIft3t 311 uU c, vehlclets by employee$ ilS c.rscnal use? 38 00 you J:r(JYldlt mert than II've \lehlcll!5 to your emf:t~yel!5. ~t:13In Information r,om i'cour 1trr:J:lcyulS aecut the Uil co, Ihe YehlclelS. and reloln Ihe Inlermallcn r"ell/ea? 39 00 yeu melt! the reQuirements cOr1Cernr"o l1ualltlelJ aulcmcblht demCn5lr3tlcn u5e7 Site Instruction, Hol.1 'f y(Ju, dn.swe' to :15, J6, 37. .38, Of j9 15 ''(fI,' you nll,a nor camp"r, Seer/en B fef thll eOvllffC vllh/e!", PItt Amortization (I' CUCI'!:t1oll\<JI':Ott, (b) CI...m(:I1'UIICl\ I>>qont (c) A,ne,llntl. .m(:\j/ll (d) C.-d' SectIOn (.) "mCftIUlIIQn flfliOClOl flI/CI""9' 40 ~marhZ3tlcn ct cests thaleeqlna dlJtlnQ '1Cur 1996 l.llf ' e3' I I 41 .AmCrllZBhcn ct ';051s lhal bl!qBn before 1 g96 42 rot.'. Enler he'l! 3nd en 'Ctt':er CeduCllCn5' cr 'Clre, E.tr.rtn51?!i' IWp, cf 'I(;ur 'rtlwn FCI;:<:al; IO,01;~" " ,.:.~!"'!'I" I. ~4:,i "I.""~~i ..... 41 I 42 Yu No ~ I, " ' (Q ,l.mOlI'1I1101'1 '01 trill ~'" SNn.MKE'~. BI~F.NNEM^N 8 SPARE '" "IliLH,t.'II,.lH"I. 1~)""I)"'''lIl)N lI1"OI\Nf:r~ ^1' LAW ~1(1f""'~ c &NlU^~l" ~ll1lt 0 ."'NN'MIIN PHILIP If &"/IJl' .... ""I., W"N HMll M~CHANIC~BUIJ.C;, Pr:NN~YLV^NI^ I/O~~ 11I.I)I)/'HI\~ft 1', l) I\OM ~,'" '~MI~. 111" 11910111., " II I " January 16,2001 } E. Robel1 Elicker. Divorce Ma811:r 9 North lIanover Slreel Carlislll,l'A 17013 ;' I! if , .j Re: Rosevear v. Rosevear No. 9(j.42SJ Civil Tenn. CUlllbllrlalll1 Counly Deor Mr. Elicker: ,': 'I" In response 10 your leller of December S, 2000 10 counsel, I am enclosing Ihe original of I'lainlllfs Selllelllenl Proposall'ursuanllo 1'0.ltC.ll. 1920,33(b)( II). y~~ Kellh O. Brennelllan KOB/s~ Enclosure CC: Wllllwn E. Rosevear (w/enclosure) Andrea Jacobsen (w/enclosure) , , ", I I , I , " ,I , , , ' i ~~ II< j;~ J~i~j jj< 5. Ii '10- Z 'e c E ~ l! II e.!!. o r' ...~- ~ $ ~ i:: ~ ~ ~ ~ ~ - 8 ,.. i ~ "'i 0. ~ ~ ! ~ ~ III ;;! ~ ,... 5: J :s !' , ~ ! ! ,5 ,I j 1 I I < I Co ... , I ] ~ 0 ~ I ! ~ ~ J: gf ~ '~ ,t :; j j < II< I ~ ~ ~ ~ J . f '" vi s: :.i - - II D 'a- t. II ,5 II I j 1 >> S ,5 ,~ .!' ~ !':1 ,.. .. U + + + ~ 1== or, ~ .. ~ ,...: - s: t- '""~ .50 .., ,.. 1lI - 'It - ~ ;oj - I .. ~ ~ ~f:J ~ :::~ Q< .c' "~ ,... ji " .!!=n, ~ ~J~ :z c ~ ~! ~ J:j ~ ~ ~ ~ ~ ~ 8 ; ~ ~ ~ ~ ~ - ... . ~ j j .... c: c: j 0 .g .s :z ~ fi 0 ~ ,; ] < < , , , 1:0( cr, g ~ ~ ~ i - ~ Q ~ ~ J :z a .. ... ~ - I 1/ d j ~I-! ::~ oh.... J ~,~ ~, ~~i~ ...... ," Q C '. U ~ ll:; .~ ~ 0 o . -. - -.....-- '.- -- - - ,-.--, -- ,- --..~ _..- -... ...-., -- ~ ~ I~ ~ ~ ~ :>> ~ - -- .- - -. .- ..-- ~ ~ll 1 ' ~ 8 a ~ ). .:; ~ ~ ~; , ~ \',. ..; :>> ';;--r;: ~ ~r ,.: I J-r ~ .. -- - ,-- -- - - - ,- . I J !' ~ ! ! ,S 1 I i ! < ) ~ .... . I ] ~ 0 ] 1 ! I ~ ~ j " j j' ." lll- j j ." ~ ) , ~ ~ j I ~ vi - ;..i -- 1-. ~ I f f ~ ~ I I 1 i ,~ .~ .!' ~ .~ ::J r, i J . .' . ~ ~ r:: ~ r:: ~l ,..: ~ ~ '5 g ~ ~ j ~I - -, 1--- I-- .. ~ '" >It >/. -+ >t I L_._ L --- .... L Ii? .... IC: '" I u ~ ~ ~r. J :::~ JUi ~ '0'0 ~ ~~ ---- - -- ---. -- -.,- ~ !:i !:i ~ ~ > !- -~ ~ ; i ;$\ tt. ~ ~ ~ - - - - . - , ~ j j ~ ~ ~ j I i ! ~ ! < . . . ~ ~ ~ ~ f ~ , Q := , ~ J a .. "" ~ )\0. N " ~ ~ - I ~ COMMONWEALTH OF PA - EMPLOYE STATEMENT ,.. ........, "'" ... 01 1"11 'n n... OHOII [UNINOI '.'U,QO aD I OU,'O ~., PINlOO lKOING' Ol-QI-OQ ,., a.'" 01-10"00 HINU OlQUCllONI II' "110/110000 om, OIl COC, 01101 fill HIli " H 0/ 111, II /, rl,ll IOC IIC " 1,/0000\ W,., I. It,ll IN'" 011111 '01/' Oll/H IIN, 111'1/-/19\ laC IIC/HIO " 1,11000\ 11,19 m,1I I/U, II P., N.NOI, 0' III" II 11'11' 00 mil Hili " PA 1,10000\ ".It Ill, 'I Cil'i . i.'il NIIHCI Q ff , NCHOI PN COH' ~OC H4 U..NII l'~ ., no I. 00000\ 11,11 Ita, II II P/U CON lUll IHP 1,00000\ III, /0 1.001,11 .tN/-IN I' '10 ",00 N. H/-HIN II. I 1.010,OQ IU ONDlN-" CUHIIHI.NO CO - DON HII ''',11 4.111,11 '.N nIT CONP 10.00 110,00 WlllI.M I P05IVI.R , MT, .IPV po.o WIll5VIllI P. .71ee NIl UliliOl1 1,0",9\ I-nm '.10 1I~lIIn 'IUI NIIHIUNIININII HUlIH IIN['III C.'II.I IIUI CNOII 1'0.00 .NN HID HO , NIT IN' IllTH 'NOO I HIll" 00.06 WI ~iIUl.iCI 4,91 HOHkl I CON' 'l'U IOCI.l IlCUH'" U ,It HIOICUI ".81 HlllklHlil 11.11 IHPIO,II ill 1'1 101.01 TOTlI IT.TI P.'O IINI'ITI . ....n P.,O IU,I I..".IMI IOTA. O..,CT OIPOIII NIOUHT 1.011.'. lIi'ICI CllOII' " 'N II" " 11I0 llA" UUGI mOHlm flOUIll " IIID INI~ ONOII l.lN HOUIII NRll GIIOU 01-07-00 lOUCmONAl 2/,10 04.07-<)0 HIO IAI 71,00 n,1I 1,514.00 101.l ONOII IANNIHOI THII '.V I 2,114,00 IU" .CIlVII, .NNOAI 1IC1C "IIOUI IIHIONIIV IH'OHH.IION - IAI.NCI 1.11 IIAIIHINI 111,'0 101.54 1,'0 .CCIUll IHIS " 1,'0 .,71 ,00 IV IIPOHIIO IHII PP ,00 ,00 ,00 AIlJUlmNTI ,00 ,00 I ,00 UlANeI THIS IIHI JlO,OO 10M'1 1,'0 IoCCkUAl IUI, /JINUIJ. 10._1IC1C I.ooi HIlIAGI CIN''', lOCAl HAG I TAk (QUNI,/HUNICIP.lllV, 'OHk CQUH" HAHIINGION IHP. CON'IHIION PA, IIAIIIITV, "..'0 fHI Uk OHOIII 1.1.,." PlAINTIFF'S EXHIBIT PENNSYLVANIA STATE POLlCE APPLICATIONS I The PennsylvBIlla Stale Police Is accepllng appllcallons ror Stale Police Cadel!hrough June 16,2000, Villi your local PennsylvBIlla Slale Police Inl14l1l1lon 10 obtain BIl appllcallon or conlaCl our loll. free appllcanl hOlllne number 1l1.877.PACADET, To leam more aboollhls exciting opponunll)' to Join n leader In law enrorcemenland 10 oblaln a listing or S14te Police recruilm. vlslI OUT websile al WWW05D ~lIle,llJ\Jl.l' Inronn your friendl and rellllvu aboul our cumOl application period to become a PennsylvBIlla Slale Trooper, Women and mlnorll1e~ llTe Ib"ongly encouraged 10 apply, The Pennsvlvanla Slale Police .. accrediled by Ihe Commlssllln on Accredilalion ror Law Enforcement AgenCies, Ine,' .;. ~ 1;"11\",,"1 d ", I'.n"') 1"1."'11'....,.... ~'I)". r:,..m 1 Q4!l_,_I,I!~!J.m!ly)~l!.1 JncolTleT.x ~et~m F()/ UH, tint Jnn I Dttl: Jlt 11)1)1.1, .;t nllll/l Ifl~' lIill ClIllllIlltH --. li),j"I"lh,.". '... lnlti,,,,, ..1. 999, ..I r":'L_~'!~ ~,!,,,!'~:_~~~,,!,.~I!.."!~!.1,'!!...'J>.'!"__ I')')'), tJ/lljIPI '.L~}1U lbot&~m i.;'iMiWl,,_,.., N~--.-- Libel l,lS"lhtII\IlI/1lI1'1 u.. tho IRS Ilb.l, OttUHWII$II, plun~u p'llll or I)'PII, PrnldonUl1 llacUon C"mp"lgn ('liMIllaVulIlO/I.I filing SllluI Cl1I!Ck only onl! 110M, E.empllonl II mote U,o" 151M depenoenlls, ue 11l5bucllonlS, Income A""eh Copy B of your 'orm. W.2 ond W.2G hi", AI.. """eh ,0n_(I) 10ts.R II '"' WII wllhhold, If you did not qat u W.2, foel! In5tJ\Jdl0I11$, Enclo5D, bllt do nOll$tapll!, ony pnym~nl. AIISO, plea!.t! U5e Form 1040.V, Adjueted Groll Income W II \ I om ir;JoJ:.~III"~;'; lli;~I.. ,',',..1 ;,.;". E 'jj. R05CVNr -(.-'.'1;;'-;';- 'ii~,;,;'i,J;jI-;'" illUII~b.j .,;,; ,11.11,- .1/. ..w ,;.;.-,lio .II~~' ti,. "'"'~;I;I;''lt''' . '--';"u'l.;,ffi;---- L!iL~!.Y__'!9_~9 _ __..____...,___ __ _, C,t)- TIMIIO/l'ul "Ifll' Il'tw u.., , Fu..'\I" 1-1111'." 1.:" In'lruchon, "-ilil.-"l1p(~.- .-.- PA 17365 ,---!!) F "It nom. lB~1 nomQ L!l>L_______. __I b Ta)oble amount (~1!1j InlSlr5) 669, 10,689, "(II/IlIII: IIIII},.JQ !!:11,:1?.9~______ m_ '" '"11''' ...III'HII"" HItnIIM, "0 !12 .. 33 A...WtINfI =::.,~.::. .. 7 Sa 9 10 11 12 19 14 lSb lib 17 18 I!.. 21Ib 21 22 L_,JJ CJ CI CJ 5 I a I. 175, d Tt.llnl numbe, cl It)6mpllonG c.:IMlll!l.) 7 WllfJl!lS, 1S1I1or1U, tlP5, etc. Mtnch FC,"lllS) W,2 I. T..-bl. InterelSl. .AUnch S.;htfl1ull] 8 ., rl~qulfed b TIk....mplll\lI'rt!lSt. Do nullncluoe (,1n III'IJ SO It OrOII1DfY !j1~11.)1!"(IIS. .Attach $Ctll!f.JuIU 0 II reQullll1.) 10 To.obll! rl!ful~r1IS. credltr., Cf oll~ell'i Qr 5lnle nno locol tncoltllJ 111)l!$ (5Qe InlSlTuctlon5) 11 .Ahmony recelvud 12 BUI!III1e51S lI,come or (lor:iE~). .Attach St;t~t1(julll C or Cl:Z 13 Capitol gllln or (Ion), .A"nch SchedlJlu 0 II ",qul,ec:. I' r,ol 'equlr"d, chec~ here 14 Oth.r gOI"I or (10""). Alloeh Form 4797 115. TotollRA dllSI1Ibuhol15 1115~j I b TI1);oble omounl (:sue ItllStr5) 11. Tolol penlSlCI15 & onnulhe5 Iii"I b TIllable amounl (UIl 11l5tr5) 17 Rental rool 0513t", royaltlo5, paflnl!rfJ1lp5, S corpornttOn5, truISI~, elc, ,Atttach SChftt1ull! E 18 Falm Incomq or (IOilS) , AUneh Schel.)ule F l' Unl!l'nploymenl eOltlpen50lto" 20 I SO<I,I '''""ly b,"~111 I 20 II 21 Othtl Income LlsI type & amounl (IN InllrS) 22 Add tha ftmout't~ In tho 'or rl ht coIUll1i11;'filf~e; ,. IhrOtJOh.:~I-rhl;IG ~Cf loilt-In(om.-'; 23 IRA d.duCllon (I.. In.~uchon'l ~3 2A S I\Jdent 10011 1I,ler051 d,ljuctlon (5elt tIl5IrucllOm~) 24 215 MOlllcal 60\'11'116 account deduction. .Attach Form e853 25 21 MOVIng .'p.n"I, A1toch FOIm ,go3 21 'l1 One.holl of ulf.employmenlto)", .Al1ach SChellult! SE TI 21 Self'employed health In5IJrnnce dl!(JlJcl1Cn (Gee .,'5Irucllono:S) 28 _.__ 29 l,eolJh or1d ull'employed SEP Qnd SIMPLE plmll'i _l:..~- _~__~_________ 30 Penalty 01' aOlly Withdrawal cl SU"'1I1Ij~ 30 311 ~I'mo", p"d b R",p,,"I'. SSN .. 1 6 5 .42 . 1038 311 !12 Md I,"" 211hlO"Oh ]1, _"_'__"__"'_'__m.. 33 Suotrnct 11f1P. 3:' !rom Ilnl! :';' Tt~I:\ I', ~dlu6t.d grolllncoml BAA For Olltlolur., Privlcy Act. Ind P.p.rworte R.ducllon Act NoUet, III In,lruellon" l-Importlnlf-l-- You mu.t ."Iet' YOu' noclal tHtcullly Ilunlbe'lb) 61..11)'011 -VII _~ H"'llJlItc.iYnv ~--- X ''tit ...,11 1l~1 d.tl~' ~lnOlIIO.JI' ~,.lund WCI\5VII\e ~ 00 you wont J 10 VO '0 UlI" ~'"~, It II Oll1t rllturnl donG YOl.lf e:PQl.l1SIf wRnt J 101]1) Ii, thus fu"I.)? 1 X 5lngl. 2 MOUlI" hllng 10lnl ,,,tutn (o.,..tl I' only enlt hutJ tt'l;ornu) I MnmOd IIlU1U uprtrnhJ ,,,11...,,,, Et,le, 6plJU~e'l$ SSN nlJo\'i! ... full 1101'''. hltlll . 4 Head or hIJUISIt.,old (WIU, qUII,'YlnIJ p'm~lJnllSt'" lI1tilrucIJOnlS.) II tnlt llljlJllIYllllJ J:fJf1)01l15 0 child bull10l you, depel1lJlnt, el1ll1r thllS .;hllej'lS "OtUd t,u,,, .. ._u_._____~_....__ _._..__,.__._.___._____.__~ !I Ounht"l Wll.)l1w(ttt Wtlh Ilupetllhmt chlllJ ( uot is OUIHIIMII ... I? (S 1"1 1"5lrucllen6, II X you,...U.1I yrur por'nt (or EO,"ltlJntJ 1.1115') con clnlrn you filS 0 tJepentJ.nl on t1l5 or l- Ne,........ her IBM tatum, do nol check bOil 60 l:~:n:' b .D SPOUIO - Mo," ,.., '" 0 (3) 0 (, '...h.... \a-I epen1lunt'l5 epan(Jenl ~ 'k....~ C Dlpend.nlll 60cll11 aeClJtlIy flllnll0l1eJ\lp lIU'I,ty!lll t.hllcl . llu4 number 10 "'OU 101 (h.1 I.. ... ,.. , (I.."t It.. ... ."IIv, __.._ _._~__~___ '"IIN(tlont) ....,.....In ~lIu.r..,. ',...."M I..nd"'l OI~...... ..Ie ... ....... ..... 53.986 , PLAINTIFF'S EXHIBIT €><', Z 11,358, 42.628, FI~rrn 1040 (1999) FOlm 10..0 (1~1l9) To Ind C,.d111 Slandll'd 1 DtduclJon - 'or hi 'oopll SII1Qle: 4,300 Heed 01 hOlJ6"l1old: 6,300 MIIUled filing JOlnlly 01 OJBlllylng wldow(et): 7,:/00 MarruJtJ 1111"9 .eparelely: 3,600 Oth" TIXU Plym.nt. R.rund HB\lB It dIrectly dep05lledl See Instructions ond hllll1 661>, 66<:, IlI'\d 66d, Amount You Ow. Sign H.,.. JOint return? See Imstruchons, Keep B copy rUt your record5, Plid P,..p.,..'" U.. Only WillIam E R05eVeJr at Amounl trom Iin. JJ (11IJIUlShUl !)IOlS& ,"";1)/1111) .. Check I': 0 You we/It 65/01.'''', IJ 8111ltlj 0 SPOUII Willi 6510111t", [J 131111U. .Add the number or l)Oi',ttli dll!ckUl) UbllVI! OIlIJ enle, UlI! 101111 hcf/U .. sa. b If you IVI I1lDlllluJ flhfllJ 6eplll oltJly lJnd you, ISpOlJISQ Ileflllluli dcttJuclmlll:~ 0 or you Wltll! 0 !jlJl1I'lilnhlli 011"11, !Setft 1I1ul.lul;llon~ om) check hflllt .. J5b 31 EDte,. Yl)ur It,mllld deductloM' 'rol11 Sd'IHJuld /I., IlllIt ;?U, Or II.nd.rd dtdur;t!of1 I'Jl0Wfl on Ul" IlJlI, But fHUt 1I151'lJd!lJIHi 10 hflU ~IJU' ~llJntJo'tl tJl!lJIJdlOIlI' yo" chl!dullJ an~ 1J0>>l 1)11 hila JfJD or 3f>b Qr I' 5011ll!OlltJ t:1l1l1;I/lUll yt;U 05 IIdQpefll11!1l1 J1 S\JIJl1BCI hne ~li Irom III lit :M 51 11110' J' II 194.Gl~ Of lril. mlllllply 12. 1~ b~ Ih, 11Ilrlll\lJml1N cll!.ompllQnl CII1II1lBrJ CIIII/l,IJd II 11ll. 3' II av. 19A,1J15, I" Ih. ~1~lhetllll UlIIOII'UCIIIl''l& leI Ih'lIlnOU11110 I!nllH S8 Taxabl.lncom., Subtract 1111" 311 rlIH1\ IIIHJ :11, II hilI! J611) nm'l! U'0I1IU1tf 37, elller () 40 ru (aN Inllfl), OllCk II any liU II 110m I 0 rO'III(I' 88U b lJ fOlm 4912 41 Olld,llol child Gnd dfj)elllletll ral' l!.prnlU /i.UlIch r 01111 7U I _~ ______~ AZ Credit tor 11111 eldOlly or 1110 tJIl$aIJhJtJ. fl.lloch Sdll!tJullt n ~_ 4! Child I.~ eredll (,e. ""beellonll) ~ 44 Educnllon credits, Allneh F(jffll B863 M.. _____ 411 AdOpllol1 ClelM, AlIoel1 FOfm 8839 _ol!.. __,__,_ A6 Foreign lo)C Crt!ltll. Attach f:jllll 1116 Ir tlJqultlJ.!.l _A!.. ____ 47 OllllH, Cht"ck Illrom . []F,;II1131300 b l]'-t;II1113J96 c 0 Form BOOt dO FOfm (ijfJtJClll') ____.____ 1.1 411 Md Ion.. 4111uouVh 41 110... 'IO)\J" 10111 ".dlll .4, S\Jbtrect II'" 4lJ. f/l;111 IlIlft .\l1.:J.!.!!D.!!_'.!!!_!~.!!2!2!.~Jtll0 .'0, Imler .(). !O S.II,M1plorrnenl,... AiI"h Schlldul. S[ 51 Atlefl1BIJ'Wtt IIllt'lmumlnll., Attach FOlfll 6251 52 $t)CI.1 securlly and MedtCOJlla) 011 IIp II1COm, nollf{)oll~ 10 ff111l10)'ff ~tl/l(h form 41J7 IS! Tall. on If~$, CUlfH 'IJIlll!ll1enl pln"~1 antJ MSAs. AUncll Form 5329" rl!qulted &4 Advance eorned tf1COllHJ CIC!llll r,uyml!nts from Fotll1(l5) W,2 155 Housellold IJmploymenlln)lt!s. A!tach Sd1IJdule H !6 Mdl"" 49,S5 11011 II)\J" 100.Jlu ____ 57 FIII~erB11"col11e loll. WlU1ht:h1 from FOlll1l5 W.2 nnl1 1099 51 I'm .sllmaled IAJ; pilrm~nll ilnd Imounl opphed Itom 17J8 Itlurn 510 11..041_ cl1dK AII"h Schlldul. [IC ,I )\JU hlV. , O",lllr,nV child b NonIO>>lBbh, earned 1I1COlne: Qll1O\JIlI . end tyPe ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 60 AddltJonnl child 10)( credl!. AUoel, F 0"11 8812 11 Nnounl paid With /I~qu~lIlor u1enucI1lo lill! (~" l/1~I(lJcIIOOI) 62 E)(cesl5 60CloI 68CUflly ,mil RRTA Ill)! wlU1hnld (5'ote InstrlS) IS Olnur poyrnenls, Checlt I' from I 0 Form 2439 b 0 Form 4136 64 Add lines 57,58.590, Gnd 60 U1roul,J'1 63, The5l! ore your 10111 plymlnl. .._.. ~ tlllnl &4 II mO'lllhan II'll! 56, ~ublfJ{llul' 561,om Iln.6' Thlllllhlllmounl you Ontplld 611 Amoen! 01111'0 65 yoe WBI1I R.lundO<! 10 You . b Aouhng number . d Account number f1 ""ounl 011", 65 you w'"!lU~!d 10 Vour 1000 hllln,l.d T II -::~E...L_____ 18 If line 56 I~ more Ulan line 64, ~ublraclllne 64lrom hnt! 56 Thll5 lIS the Arnount You Ow.. For delallf. on how 10 pay, 6ee 1"5IIuch0f15 " E5hmolelllax el1ll11 ,.AIISO InclUfJtl on lIne 68 57 58 6 510 60 61 62 6! · C Type: 0 Checking ~ o S 0'\l'n95 169 174-38.2'94 "!!!l!1 !4 4 GI8. ._. ___ _.-.. _.. .._ ____.J_.___l. !4 ,!l.._. sa -~, ~ -~ 2 750 B.H8, II ..U->L. oil ~ 4t !O SI 52 as J! 55 ~ 56 6 614. 6,6 4. 74, ~64 65 661 6 .ill...,.. ~ 68 240. Dill YQUI QU.l/PIllo'" Undtf Plllllb.. 01 plf'J'Jf), I dtc:llrl Illil I "I~I "Im,n-.t ~l' rllum """ l((flmpI"~'"9 ,lh.w1U II1d ,tllI""I"I, IIld 10 "I h.,I"I m" kllolM1.a.,1 .". ,*..1, "ey.... IN, cOt~I, tlW compl.'. ~Itt.llon 01 ,illpllll \0"" ",n IUP'l"'II' b".., on ,11 'nlOlmlllon 01 \IWtlKh pr.p'''' h.. lOr ~I :, ..t1;;J. !o>, ~ : '. ~ A." ""-,< .,1>.,.,>, "'" >, ~ , YlNIS!9".....,. ~ Ida SpOol'" S'9n11l1l If I Illnl ~ 'i-I -. po Por,O trOllon. Manas!!: III Po..lU,CulIPlllon P""llIl'I ... ~.IIJIl''''" ,.. fllm",f'llm, (or~II ''''Imployed) Ind.AddrMI ~ =2~1]..prePJre_________ (hM:~ ,"'II.mplll 1<1 FOf~f}ll2 lllIVJ') Elf'l_____ 7.lP (:o4e Form 1040 (1999) 17. Stnte whllther you own, or lllnell or whllthllr IlllY person, firm entity, corporntlon or other pnrty euppllee you with the use of Illlllutomobile, truck or otber motor vl/hicle, If 60, for ellch llutomobile, truck or other motor vljhicle, stnte: yenr, milke, model, nwne Illld llddress ot' the l~gnl owner, dnte of purcbW!1/ or acquisition. purchllee price of thellutl)mobile. truck or other motor vehicle, The Commonwealth of Pennsylvania provides me with a state vehicle for ~OffiQi.1 Use only~. The vehicle is used only when I'm on duty. The vehicle varies with my duties. 18. At nny time during your mnrrio.ge, were you Ijngo.ged in nny businesB enterprise, either solely or jointly with others" [C so, for ellch business, stnte nnme, form oCthe business orgnn1z11tion, your ownership shnre, your dntes of ownership nnd the nnnual gross profits of the business during tbe pD./lt five yenrs, or If discontinued or sold. the nmount of money received D./l 11 result of the discontinulUlce. terminlltion or swe. No, I've never been engaged in any other business enterprise. " , 11 i~~i\i- rUE I:S '6 f'l .r)E(iI 'DlllSYlYAIIIA 5WE IMPI.oYHS WDIT UNION 0601 0406 0607 0621 OUO 0630 0601 0630 0630 0601 0607 0'21 0630 0630 0601 0603 0603 0'03 0603 0603 . f:~\E Ijh:;'IE ":A~~~~~~l!N/gF'A~~6;;)~;T /1,;[ , MAIN Offl", 1 CAIOIT U~N PlAtl IIMftlnUA~. PA "IIO.l&IO . WIliNG ~D11I1I. PO,IOU701l IWftISIlMO, PA 17108-/017 WilLIAN E ROSEVFAN JOINT OWNfU PAUlETTE K. RosrVEAN ~ 1 ~ REGULAR SHARES EBrYiU~ 16~AH~J;. HllME TRANSflER IIIRECT llEI'OSIT DO DIRECT DiPOSTT DD OIVIDENll IJIV DE NO RATE, 3.26!' ANN Al PERCENTAGE RATE VTElD, 3.30 ~ ANN AL PERCENTAGF. VI[llJ EARNED, 3.30 % NEW BALANCE -20 1 1 2 S 2 - VACATION SHARES fREV I OIJ.~ J~J.AH.GJi DIVIDEND DIVIDEND RATE, 3.2~ % ANN AL PERCENTAGE RATE VIElD, 3,30 % ANN Al PERCENTAGE YIELD EARNEOI 3.22 % NEW BALANCE Is 3 - CHRISTMAS SHARES ~RlVIOU~ lA~~f DIRECT UEI'OSIT OD DIRECT DEPOSIT 00 DIVIDEND OIV DENO RATEr 3.25 % ANN AL PERCENTAGE RATE VIELOr !.30 N ANN AL PERC[NTAGE YIElD ~ARNEOr 3. 31 ~ I NEW BALANCE 10 I 00 1 DO B8 S 4 - CNECKUtG fllY.lU!1S B A.UlLCf. HAC DISBURSEMENT 2 WI,T 'IN' If.'.'MT HQLL~ IPNq'A CHECI( CHECK CHECK HAC DISBURSEMENT PN00688212 10 U" 1670 1&72 TRI4027n2 -3 -3 -12 -10 NOILI 'I w,., tTCAAL~~' ~A ..CONTINUEO.. I 1 TDU1111VIDHlD .,w.. TD~DATI ----[- - r- TOTAl. fiNANCE CIWlGE YfAII. TO.DATE .. II ...... ".. 1M, I "", loan. ~-.'ll0"_.'.iDl ' ~onoj'".. irlIIrNf A...... _. '.lIiI_ It., NOYICE: Sol """" oHIo lot"", ~I_", 'INOICATfS I1FftTIVt OATE P", 2 fJ,~ . I:);' 1mlUml1llOlr 017~382294 -lllfmrmllTV.' - 17(,~38"22~4 ltl'mlM11l11Olf" f"..- Y. 10H 77 1059077 1040 77 1062077 1064 l'1 10'4 230 2 110 94 70394 6/299 6399 j SOB 5 408 5 017(,30227" ~W.-nCIJRllVT 174-38-227" ~m~mOll- .~~ -'--'-'-~I"" ~.' ~ .." '; ". I, i.t ".."t,,'i';i,1E""'-:::\i:11~,,~.,';t;pr,'1!" t.:,- :~,~U: ',l.:J'~" IfC!!:,> /lNANel '; ,,,' ! 'I; I):; 'J :: ' l ~~_r.j: :;I\l.t)l\t.~ ,..,(...~. fVIIl~~i"~.... t"..~.l' 'Jr.t1'.....l ." 'l, .~:; n (HAAG r ' .l'" " .]!: ~~l ~~~ ~~i.311r~f J:-' i: ..~.r:.:~ ~[ '! ...~}!,. ~: ~:/.J~;~.\.~ ':! '~r~t~ 1I!1~.!~; ;; ~t),ir L:..',,,'1. :... ~ _ '.... :', f. d ~ ., ~H,a: ~ 0'27 PREAUTHORIZED WITHDRAWAL IDS '~O r I I 5(,5 9 .,.rA ~I.~T"CAAI -'I,~ I 0426. MAC DEPOSIT THI4;!4HHH r&~I" ' 1297 ~ "L tiU~&..'r IIltt. "T, 'fOL.LY "~P" J 0'27 CHECK 1692 -2a28 127735 0'28 PREAUTHORIZEO WI rHORAWAL 102 '1'7 1 I I 109918 uc" I HAC DISBURSCHeNT TR14268Sfi2-6 I"'\'''''S'''J rUE I"'~ t',,~ F" P ECI@I nHIl5YI.YAIIIA STAlE F.MPLOYHS WDfT UNION - f"'E 1"1"1> ,'''A''E fArv f'f,X " "/.';(,/. 'I, ,\ 1;1 J .. ~ I I .\n ,1.1. It,. '. t). , STATfMI',NT 01' "C;COUN I fAGE : I "'If " MAl". IWfIU, I CftlOlT VNtoIll'lJ,t( '.AAftIIlU'G, PA \ " \O,IU~O MAlUHG AODIIISI, M,IlO~U011 !W1ftlSlulC, PA 1110'.TOII JOINT OWHIRS WllllAH t ROStVkAR 0627 . 0628 0'28 , 0428 0428 . 062' . 0430 OIV ANN ANN 0630 PAUU I r~ K, ROSbV~AH CIlI;CK CHECK CHECK HAC 0 I SBURSEMF.NT IG?3 1685 l6?1 .~700 17769 1039118 I 103~ 6 9a~56 lIn.~ 85100 III ma.L. Y "11(1 IH. I1CL.t" 'I' .,It,... IiIALI'tVr aOl'TlJH "D 15111""""I,/ItIl'. MAC DISBURSEMENT TRI"26'073 ~10 75100 UI. ItOLLY Ptkl HT. I"UI....t In''''''' DIYIDEND OEND RATEI 2.00 % , I AL PERCENTAGE RATE YIELD, 2.02~, l AL PERCENTAGf: YIELD EARNED. 2.02 ~ NEW BALANCE ----~-----------------------.. CIIECKS AIU 1649 lloSO .... 146" .... 1648 146~ 161'0 .... 1677 .... 16'19 1660 1481 1682 1683 16~4 1685 1692 16~3 115 0601 0607 0421 0630 Ll- PSl LOAN I'RE'l.1mJJi BALANCE nlRECT DEPOSIT OIRECT DEPOSI r NEW BAlANCf.-PERIOnrC >> ANNUAL PFRC~NrAGE 00 I DO RATE .035342% (~ATE RATE 12.900' << ------- -l-- _J____~:_:: 1472 ....116~4'1671S 1674 '~ :_:~::l~:1'j~'::_~:" IS I ~322'2 ,: :}..iWf, m:,: I I I ..------------------------------------------- TOTAL DlVIDfND YWI.TD.IIATE "'.lI'IIogtm.llllA, , ~I_." 110 0/ ,'"'.... b.I ',...!!d ~... ""1IIItI1IMiM D"""t 01 _ nflft~1f' ynr. 'IHDlCATfS (ff!CT1V( OAn "CONTINUED" -[ TOTAl. FINANCE CIWlGE YEAR. TO.IIATI 'Of 01 Iooot NOTICE: s.. '_It.1do lot..,..,." .,...,,1lOlI, !UN-15-99 rUE 08 09 FM PSEC. PDfHmYANIA STAJE 0fl0Yf(S WDIT UNION f::.E GIiC'IE t:m F/IF.K ml7nm, STATEMENT 01' AccouN I ~A'/i '" ''II ' , Ii lAAIN onlCl: I mlllT UNION PlN.1 IIM'IIIUP.G, PA 11110.1610 MAIliNG ADOIIlU, ',0, 110. ITO II ~AA"IIU'O,'A t 1101.'011 WILLIAH E ROSEVEAR JOINT I1MIIIII PAUli-, , TE K, ROSEVEAR 0601 0607 0621 0630 0430 L2- AUTO DRAFT fHfY~ W.AJKE. DIRECT DEPOSIT DO DIRECT DEPOSIT DO HEHBER-PAID INSURANC~ HEW BALANCE-PERIODIC RATE .018'04U )) ANNUAL PERCENTAGE kATE 6.,OOU<< 2 2 293(. 1120131 1108 7 10776 , 10"1~1 10'9191 L.l1:. A.IllJ1 JJlAt! 0601 flHEYJOUS J.AJ.AtiCt 114 01 0607 DIRECT DEPOSIT DO 13 7 ~3~ 1030 2 0621 DIRECT OEPOSIr 00 13 3 474 8~5 3 0630 NEW BAlAHCE-PERIODIC RATE .03287'" 8'5 3 )) ANNUAl PFNCFNTAGF RATE 12.000~ << ............................................"......... YOUR rOTAl APPROYED YISA/PSL CREDIT I I YOUR TOTAL CREDIT USED IS. YOUR TorAl AYAllABLE CREDIT IS. .................. .......... ........ .,....... I I 625000 345 01 2794'Y TOTAl. DNIDIHD YW.TD,DAn Iii Ih".....,. 1M. ~ u::'J.:J~~~ n=yow, 'Ir<<JICAT!B !H!CTIVlIlAT! 201.11 TOTAL FlNANCI ClWlCl YW. TO.DATI ,.01." 742.30 NonCE. 6.. '..... ..,. rill ....' .r_.llfo, , -. ~S~.l\f" PEMllSYlYAIIIA 5Wl MOms camlT UNION fINE GfiOYUl~U.W.K~, ..fjKW~S64961 FAGE 21j .. I MAIN OI'nc;t, I (RIO' I iJN11)Ij ,,,c! H.'''IIV!O. ,. 11110'11I0 JIlINT OWNIIIII 'i ..1 i ,.' "",..' . "''',i''', ,i. ,.i'j'.;..";:'lf','J1i;;IJ.: "Jt(' . ,q t' 't t. ~f. 0 ",' jIIQ!IUl 'r t-''''''.; ':0' .;d'i~1:,dl!,;jl~iii "~~.:*~ij~ir.~'fu )j1;~1. I " 'I "W' It"'" ' "~I.'" ,..,....'ll~,L, , . :\"I';~';'~'!~ f~lil:I~'I\j " 1'" 'f!iFi'1: ;(i-~":I'; , 1'1 r[ l ., '11' ." 'I'" ' , ~. '. tl"~ " . 'I., ",". .+It... .',;". ,''''',1'''''',1' "1'lll.I"'"','''r."~,J~~I\iC",,li~~''11I''''' ,IPI:~:\~I~" ll', ~ ~~>~i.~l~tt-:~I:~' "'j' 1'~".7r,::.,:;! ~t:.l~~: 'm t.. 'IJ..!,:J.(II~' ,~":I' .'-"Ilf"\n ',. HI... -,'.:...:..... " .:~Il ,ft' , .CCOIJNT N1lM1ri1- 11743B229~ i SiXw. 81C011;YY. : I L 1~-3B'2294 : ~ 'i-TmMEHT~KlO " "fUll TQ I 040~96!c6l096 l.lA1.1HlI AllOlII551 , 0, HO. 11011 HARA'II~'O, ,. 1710"7011 WILLI~H E R06EVE^R 1090 PINE GROVE RO O~RONERs p~ 17324 --_~"'., ~'~II_~'" ~." "'111",'~c:"':"'"j"i';""'.r~" .'.' ~i.tlli\",l'~I.'.,i.'.,',,,..,l'il'lt.,'t,.~ I' '..~"... 'INU'CI II ul h'l~l)' "'I' 'DII 'I J ~11'P" ~,-;C', I I' I "1,/1, N"'t w.l I 'i! ,:. 1~ ~ ';{~ ,'{1 t;!:ltlt'I\I~.l-~,',ltT~\t. 'I ' "I ~~I:',.:f:h~'''.r~~I..~:~'l>' ,..', ,"", ',1:' C~ARGI ~.."'"' :~ 1 . REIlUL"R" ~I;~'~~'~'--'- I .,- "-j"'-I ' 0401 IfREVIOU/j !Vl~ANCE I 0151~' 'iiI\YH!NT ,ca. 01\30 IDIVIO~HD 'Ol OIvdo~NO RAT!, 3.ze, ANNWAL fERCENT~IlE R~TE YIELD' J.J~' ~NN~I\L PERCEHT~OE YIELO EARNEOJ 3.28' IHEW BA~I\HCE 16 ~ - CH!CKtNIl PREVIOUS B~LAHC~ ,HEW BI\~I\HCE I I I I I I I I I 00 ro ell , I I Ol I , I 00 ' I 00 ! I J, . I 01130 04G1 0630 " , I I I I I I I I I , ." TOTAL DIVIDiNl YfAA.To-DATI --r 'I' 'II .nlngl Uctpt I"A. Oi"_tnIlc .hawn, .f $'0 or tv." ...11 be "POlI'4 10 tht Interl\ll ",venu, $'I'\'ru h, tfl.. ul'"d. Y''', HOTtel; 'INDlCATU !fnCTIVE DATE 0.01 I .........- I '. ,.. I I ' TOY~ FINANCI CHAAGI YEAA.TCHlATII I lor .UIOIII'- I I 0.00 Sill f"lf'ar lid. 'or ImplI"lI'It IntorMII,on, (3:/OIrflHllili' M.\l'll ".,:'1: U)I;O!;'J' AppUUlllIII Mild ,lbbur..m"1I11111I1nllMIIIIII (If ,hl1 10</1/(.1) I.r /IN 1101 ,1/.\'11/1/,,\11<1 hy Sill/Ill MIII1, 1!/lII,!fiI/,I/I",IOII /'111/1111.\'/11<1 I/fl',v "/11111'"' l/.r 1111 '11/'<111,\',} LOlln Inrorlllllllon f;1Jiij:.BYJilb~i s~rvldii~ ... o'wil~r NUI1l~ .." " '... '. " scliuol NU;11~ ISlUdeiil'Flr51 ,_..'____._ C~nlcr ___. . .,_.__, ._. ,,_.._.__,_____...... ._,_.__.__._._" _.-- -__, ,. -p~I!1!_..- . '...._'. 01.1 PSllIlfiyJyunijJ, SALLIE MAE T1WST. LSClI'A 0~~ri~;I~.~NIA STATE ELIZABETH --~;.-;-.- ~;JJJlfiYJYllnjJ;~ SAI~L~;;: MA~~r~~~~;'Ls~~7J~/~' ~~~~~~;I~,I~Nll\ S~I:'X'i;E" '!L;I~';~~~~:I:I~'-' 0'.1 .- -" :-'~J --:-.. ~'A'-L -1-I'L';:-I'-\-I;-'-I"I:'l-J"S:~I'-'-L '~(~/-I'-\' I'L~NNS\'i'.\iXNIA s,:;\ 1",'- iJ'E"S:'S"I'c" A'-'" '- .. . :J:/InJiYYJ\J:~~~:~_,._...~'_~~..__~_:..~_'."--.. ')f~.I.v':'~~.I'I:Y, ...'...,'..J :..,.. ..,... 05.1 pJ:JlllfiyJyjjnht SAL.L.lE MAE TRUST. LSClI'Al~~~~lr~',~-~N'A S I AI E IJESSICA -~~~= ~JllJ;:I~~j~~ ~~~~~~E~/~~\~E'~;:r ~~~9~:J%~~1~1~~,;~,'~N~/~'s'YI\i"'E' -I~~~SI~A ~~ GUllrUfllII" Iflrornlllllllfl j'~"'''''''''''"''''''''''''''''''r'''''''''''''''''''''' .., ... ,..". ,."."",..,. ..... ".... ,,,.. "",... '. " " ....... .'. . 1~~~J)J.QeI ~,~Il;'~I~:~;~1~~~uc~~'r~;~- I~~ ~;';'-~~~~'~~~~"~1~:~:~~~~WJ~~if~ I o~,.: ~ 44:- .__.___..,. ._. .__.__.. .,._.... ._.__.4 _..~...~__. .. ..,__.". _~.~ .... ., "."'-_"'__ ~...-.- 03 I I'A I-IIGIIE" E-DUC \'1'10" \5SI"'I' \NCt- AGC'Y 1200 N. SEVENTH ST , . c.='''' I '" '" ,: I IIARRISBUl~G.PA 17102.1444 04-1 I'A l'IIGI~;~;;I;;~~:~;'J:;~~";~~;~:l:'~~~'-E-~~CY-li'~~;i;~s~~~tJ~ ~~;:;~'I'~44 I ~ ,.-------.-.. ..-.-, ...... -,-.---,........ ".; ....-, -. :'"'" .'-:..---:-.,-_..._..~ ! 05.1 I'A HIGHER EDUCATION ASSISTANCE AGCY l~i1~1~IS~U~~~~~ ~~102 .1444 I __. _._._._.__.__,.__._.____..__.__'..,_R.._..__..'_._~...._.. __ l 06.\ I'A HIGHER EDUCATION ASSISTANCE AGCY 1~_~1~1~IS~EUV:6.J~ ~~\02 .1444 i .....__............... .M..'........~........._..........._........__.............._..,."..".......,...ri._..'......M....'........~~..., ....".,......._-~",.......~.....,...~.._-_..-._...__..._._.. Allpllcnlion Proce~81f11! r- . . ---.. - ",- - .. ~Dllle I L _,_,,___. J.___, .. .__.J , ...",,,,,,,,,,,,,,,.,,,,,,,.,.,,_,..,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,..,,,.,"...,,,.,,,,,,,"',,,,,,,,,,,"',,,,,,,,,,,,,,,.',,,,,,.,,.',,,,,,,,.,",..",,,,,....,,,..,,,,,,,,,,,,,,,,,.,.,,,.,,,,,,..,,.,,.,,,,,,,,,,,,,.,,,,"'.""''''''''''''''''''''101' psKi'" PlHH5YlYAIIIA STATE FJAPlOYW (JfJ)1T UHlON '" X ' ,/1.' ( "( . r 1\ I I "I': . 'I I~ ; + v' ~~....v~I' fN;E J "'V' ~:~E i;li;~~E ,::'A;E ~A~K .., I'" , a:."I&.;.I~ I MAIN OffiCii I morT UNION II"" l'ARRlilIJRO, PR 1'110.'''0 MAlUNG ~D",n. PO, IOU/Oil liMRI~IllJ!U PA 1I10lolQIl WILLIAM r R06lV[AR x :~t~';!;\~W'!l';'~~U.'lf.~~.~~;:~~~f'X.t~N~~ " ,.,..,r . "I'!' ' ~ I "~t'/jlltl "':'~'\~'t,"'m, "''<'ft'' . ,", ' ..' '''~'' ."".~,. . , ~' I.....!:, ,.,~,~. "":1-1- .~, ~..":",I#tJ,,tl[l" '''\',l~' ~1"m'~ltll'"'l ',i/.r ,C hr..,-,,';:t,l. ., ~,\ JJIo ..__;l.,1"''''r.,., 11:~:'';IH.'','}:.~kt~~.' t "d.lll ;-11/',;/".-",;;,;1 ;""P""'j';'" , .t.".',~t~'o"J~ ~'~:';"'I'~.(.!:1 F'l~\::..o;.::':\::':,'J.:, '~A~,r-... IJ JOINT IlWNIIIS PAULETTE K. ROSEVEAR -~NTlI\lIilHr 017~U22'4 'lll:lAnltUknn 1'14-18-22", , I A ilt.1TNurmo'" ,."" . o 7~;~M Irttllt:i\~ ~I " " :" I "I '. ',1 . .' ,..!. . ~, ~ . _ ;;, ':'_~" ' .' I ". . . I 6 I, 9 17 63~ n 608 '2 5'4 08 676 8 64~ 3 ~" 3 'lB' 3 437 ~ 38' 8 H4 17 176 33 B8 7 ~44 0 '63 72 843 72 I 811 5 7~0 I I HO 1 I 680 72 645 I, 610 4 , 557 ?8 457 98 439 4 "25 H 377 5 359 2 -(,0 78 00 C ....'''If....~' ;.u.~"t1."'t ".,.....~l.'':'I'..-r,-.~-'r:.....'''.I_r._~ .- .', ",.... ,,.... ~~. ., 1~.....l,~",;.\..II!:';,;"':;"';..~'. ~".)',"'I.l.. .'''~.~./r.' ".I~..""~,t. . .,.,r...I..t_ ._,.I,~l.._,...,. . ,l.l,'t;'...... ~'*-II,.._.. ,~t'tt" . .... :\' . .' I '~"" . ........ . ,k.', d.' I' f,..... 'I'" .", .f> . ", . .," ~"':'. ,.,...,. .'l[,,!~ "I" ,.....,-'..'~:I'.I>~.. ',"',':'(' l,f1""t..~':,I.....",'.'./..:\.11~1..i'..\: .i '...!'...~., .l, I.. .....J.;...!l:; -:'.._~~,U..~;.~....~"::"'~"":'-_..ll.:..~ ' "," '-, 'F~''''''. ..$oUoot....; 0/01 PAEAUTHORIZED WITHDRAWAL t06 -10.30 Wltklf --'-'T , I I I 0701 0701 0102 0703 0703 0703 0103 0703 0703 070 ! 070~ 0703 . MotU.l. KA~ r:1tt:CK CItECK cHfCK CHECK CHECK CItr:CK r:HFr:K CItECK Clt~CK CMECK CHr:CK MAC l) I SBUR SEMENT n l:IJII.U~' Ita ,.rIiVILI.I'. OIRFr:T OFPO!;11 CHECK PRINTING CHANGE 070~ 0'24 . 0709 ""'''1.'',",0 Ct4IClC.I MAC OISBURSEH~N' J~ . KJHG "Rllf IHt"INI'~.4 ,~ CliECK CIIECK '~AC 11150UR SUI~NT 0709 0110 0710 w 0711 0111 0711 0111 071 (, . ., BIG IIPf1l1lQ AVE Nl.\Nll.l.l: ,,. CHECK CHECK CHE CK CHECK PR~AUTHORllrU WITHDRAWAl cO~U1-',"'Ic.lI.t-A OA'tItO!JONlIC An MAC DISBURSFHENr 0'111 _ 110 I I48B 1675 170(, 1702 I'IO~ 1697 1476 1678 170~ 1694 .70013179~ IJIJ UTV E. 81 A 14 I "Q/.b -10 1706 1 70 '1 PN00705405 -5 -2 10 110' U?? 1706 l700 tOl -3 -3 5 -10 .1 _aOOI385114 rJ C."\"IIL.I "a H,\lIVJlL'.'A 0712 CHFCK 0115 CHECK 0715 CIIECK 0115 CHECK 0715 CHECKING OVERORAFT M'~ ."... ....".~..,. --'T"" I '" ""-r...",. ,L. ....... ,Oft,,,.,,, f. .. ....... ".."UIA: --..J 'ot tIIlml, ~:':.:-IO~ 'l:..': 5~~ ~ UltMtI pit. NOTICE: 51. "'... .. 101 iIlIotall ~ItmlID" 'INOt:ATfS IIfKTIV'I DATI 1710 1728 1711 1726 F :!\r. GEC'Ir. ':}i,~ r~;jtN I (f,X ~L1~J:jt:'I' 'PSECii POlIl5YlYANIA STAT( OIIlOYW (I(J)IT U1110N M~N OffICI, I mOlT UNION I'1JCI liAftftl51UftG PA 11110,1800 MAl LING AUDRDS, PO IIQlII011 HMftllll'Jfta, PA 111 al '0' I WIIIIAH F ROSEYUR iHiE ;1 p. (. 111~ ""';~I'r.I,jjL\1 ~tif/lj;'; 0101' ~~ij;:ii:.~~~tg '~ll::?t~~~~:n~':r~5EJ), .,~I't:~~;:t'~~~l:tl!F~~(t. " .. olTr ""I ,1.'~;j:ln ""OR "U~f, ~.:!., l.':'.!;rt~l ,~.'"t:,!"I:" ,t,.," ,..j..~..... " "; i:,...i.',l,,~ia:t~.!'!'r:;~: l'..~.",:' '," H~: ;', 0 ,r,: t..,,; .' t U' ,.,'...,'llrr:t....;.,.,..,..~"..:,~..'..::, .. ~.,...~.':I"~lr fA;, , Jij"lr, ...... r' '[.1' ".'''....:' . ", ,t . - . ,. ..... ....,...(...;.,....;'1i v....... .\. ..h.IJ.~.r:~...':l:\.IJ;:~...;t.'t".'I','" t"'.. '. t', r::J;~.. .......,,-.' '-~OllIiTllUM''''- 0114382<,41 'lotllllltUmr 174" 38-229(,1 'TAllMINnIRIOO-, 10" t. I .... ~ 'frTkt~#'~'l' ~rtm, ;~~';f;'I:'~.\',:, , I 10'~OUj., 2~ ~ '/5' I 3 251 I , -8 11 0, 100001 12200 1013 71 1002521 '07. 2 88176, 83 8: 82658 81 '3 70 08 162 08 1486 ! JOIN' UWHlHe PAULETTE K, ROSEVEAR I' ," '..' ~,., ,,";IXi,.~:~7"r-'~J:p:'''if.:~'tI:,ti:'::J:'J','J!';::[.:1;.,..':,""~ :~"~~~. ,ri",,";, ,.... .-::':j'';!.,'"...k,',-: ;'1..'.......... ~,!}."" ,..~t..""~r'. ....,",.,. ,",';' ," .~ "or,: io', ')1, i'.iI;.:I',"r~,I"\" :f,(',,''''\\... '" ....!...,I';...., ,'q...' 'I "'~'t.',"'llr I,' ",., ,I,', .~\..,.'~.,', - ::'.:.::'r.- ./....... . .' . :.'':..~''::'l\,:''-~'l.,.'~'-',n:', :../.,'\ ......_:...". t,. ~,.,:I:~. I., .;_ U'II!; 0114 0716 0116 07 " 0717 07111 0719 071' 0117 0723 0723 0724 072'. 0724 , 072', 10725 0'/25 0725 0725 0726 0727 I" 0726 0726 0726 . HUHE TRANSFER 'HA~ bAL IN~UIKY S~KV ~HKU PNOO'84"b It "'II' P.tol, .""UTIlI' hOllY IrtfG". HAC DISBURSEMENT - I WII' 'I~r: "llllT.., ItOI.L.Y 0''''''''' CHECK CHECKING OVERORAFr IlOH[ TRANsr [R MAC IJEflOS I T 407' LZ~CO~N ~A' ,rAT["CVIL~t ,. OIRFCT OFflnS I T CHECK HAC UISBURSFMFNT I 'U wAL,.hl,jT IOTNH '.""ULI': ".. CHECK CH[CK CttECK CHE CK cttECK HOME TRANSFER PRF.AUTHORIZEO WITHDRAWAL 'lilLI..UV.. ONI CNF.CK CflECK AUTOMATIC TRANSFER PREAUTHORIZEO WITHDRAWAL 10 PN00681,637 -6 -" TR35807809 00 1727 rR;>9~0960 I -1 -10 1730 1'113 1678 1717 1'12' t03 1718 1715 I~ 3 12 IH712 11" 7 4 10049(, UN.L I".U O. I.l,,- PREAUTHORIZEO WITHDRAWAL t05 t04 .."" 1.& 11UL Ute.,., CHE CK CItECK HAl: U1SBURSEMEHT 1733 1732 TR58593110 U CANI UIII .0 ~lWyr~t..f iliA 0129 HIJM~ rRANSFER 0729 CHfCK 0730 CflECK 0731 HAC IlH'OSI' I I "'. W"LHUT lonOM CASH"IIL' "1. ~ j --CONTINUEO_. ~ fOrM ciVIDlND YW,TD.DATi--'--[ ----r TOTAL "NANCI CIWIGI VWl.TO.DATf ,.. ol'MlaI .."'. 11A' J ,.. II IoMr =i[7,;.~i:':::~,~' --,-,----, I. Ill. . .,.. NOTlCI: Sn....... "" ,.. ~" .r........ '1NDlC.6T!1 !fIrCTM OATr 1734 1'131 TR2H03201 PSKliB'" PDIItSYlYAHIA STATE QflOYHS amJT UNION f;:IE GfiC'IE ::~A~E fm FAX '/:'11,;01,';6: ;) / 1\ ,eMel" v,. ......vuh I fAGE I:: ...,. 5 MAIN omu, 'moil UNIONI'\N.:I HM~I5IU~a, PA ITIIO.IIIO WlUNG ~DRUS, PO, 1011 Bl011 tWlIlltIURO, PA I /10', lOll Will lAM E RUSrvl!AR JOINT OWNIRI PAULETTli K. ROSEYliAR '1lCllUIInUII 017'\382294 -WIJI"IItURITY . 11(,-38-2.94 'llAlJIIMJIRIOO r,1fW --,..,.. " , ."...:"!,;"E.-7.l.~""t"."-.";' ~FI'~l";;,~..,.. C,';"'"('~''''' "'h~~l.,:" -;;;;;NCE- .. .~~,' .tw~':'t; l,rr.'1u-r7.JJ.' ~ . ,~\ ..:.':~.:cf\:'kr:{r<''''''T )'~~":'t ~ l!~""'.~ CIIMO ,- '1'.J>'4""'~'t.:,.. .~:'~~t"'J""~'..'I'j., :' . (,'\t..,.r.f\.'J1W'....llo.t ",~+ 10""". ~~' "T._1 .' "~~:~:_~.l~:,;...L-' J. .,;~t.o;z...:........'~;.;..'\..;;.:.!...t.:....:.....J......- ~~.~' ,,'. _ __... 0731 CHECK 1716 &'\923 0731 DIVIDEND 850 9 IIIV IIENO RAn, 2.00 ~ ANN AL PERCENTAGE RAT[ YIELD I 2.02 % ANN Al PERCENTAGE YIFl n rAIlNIIl, ;',0;' ~, 0731 NEW BAl. ANn 8~0 9 -----------~~--------..,---.--" CIl~rKS AIU -- --------_ '...., _________ 1~7ft .... Iii"" .... 169" 1695 16~6 1697 169" 1699 1700 17 I 1702 1703 170(,1705 170ti 1101 1108 1109 Ino 1711 17I? 17t:\ .... 1/15 171& 1717 1/18 .... 1/26 1727 172" 1729 1130 1731 1732 1733 173" -~~--_._-----------------------.-------------~_________ ____H____.__~__ 070 I 0705 01l~ 072(, 0151 ll- PSl lOAN fHL~ln~~ BALANCE OIIl~CT DEPOSIT DO DIRECT DEPOSIT no HOME TRANSFIiR NEW BAlANCl;-PI:NIOOIC RATE .0353"2~ ( )> ANNUAl. PtRCENTAGE RATE 12.?UU" << 321 314\ 3107 3?2 372 5(,0 1591 5f.36 15 4 -82 00 ATE IS VARI L 0701 0705 0719 0731 0731 L2- Auro DRAFT fH.EY~ iA.l..AH1;E DIRECT DEPOSIT DO DIRECT DEPOSIT 00 HEHBER-PAIO INSURANC[ NEW BALANcrdr~RIOOIC RATE ,018904~ >> ANNUAL PFRr.F.NTAGE RATE 6.90Q%<< 10"191 10879 4 1076571 107110911 10780~8 \I 8 II 13 -1 0 Z9D5 2879 070 I 0705 0719 0131 J..ll:. A.lJJ..Q .I..Q.A.H eR[VIDU~ I~JlA~'.E DIRECT DEPOSIT 00 DIRECT DEPOSIT 00 New BALANCE-PERIODIC RATE .032871i% "CONTINUED.. B95 3 7&0 :1 62499 '2499 raTA!. DlVIDOlDYWI.TO.lIATI I" il..... ...... IU, ~_, WIIO.._.~,,,, __ . ...1..... ~...... _. '.IIiI__. '1IIOlCATIS mfCT/I! DATI 13 01 U 63 (t\2 50 -'L"-----r. ----~ TOrAl FINANCE CNARGE YW. TO,DATE r",I_, NOTICI, 5..,."". "'" ", ...,.,,111......... , ~ 1 040 Label 1!51..nlllu(\Jl:!"! U.. Ih. IRS l.b.l. OlherwII$Il. pIlau pllnl or IY~I P,..ldl"II.1 lllellon C.mpllg" te..,,,,IIl/llIC"I! FIling Status CheCk enly or.1t bOll, Exemptions If mote than e o.p.naln". lee the In,true- Mnll lor line Ec. Income AU.eh Copy B 0' your Forml W,2, W.2G. & 1099,R h.... If ,OU did nol gel a W,2, 'el thfl In5tructlons fer tine 7, Enclose. but do not attach. any paymenl, AI,o, pleose IfnclC5e Fo"" 10411.V (ue the "'5Iruc. Ilona fer 11r'll! 62) Adjusted Gran Income If line 3' 115 unaer $28,495 (und.r $9,500 ,f a child I;1ld not hVI! With you), SIlt Ihe tnltruc. lions lor line ~4. Gardners ~ CO 10U "'Bnl $! 10 go 10 IhlG lund? If ~ ,o,nl tlluln. 00.. youl lPou5I wanl $3 10 go 10 II", lund? 1 5,nOll 2 X MarrllllJ '11In9 jomt ,elur" (eve" II c"ly cr.. hOd "'ccm,) S M.rro.d lllonO IIPalele ,eluln, Eniet ,po".., S5N above & full nem. he.. ~ A HIs" of hculutl'old (wIth <1Ulth')lInO l=Qf5cn). (Sf. Instructions.) If lt~'lUDlltylnQ ~e'!cn IS IJ .:t'lhJ 1:1.1l'Cl ,CUI der:Inddnl. !tnter Ihl5 CI'IIO', nam. hltr. ... e Cuoht)lnO wItJow(er) With eJeptnl1dnl chIld oltor IJ:CUIIl <<JlltlJ ... 19 ) ~!:Iltf In~ltl..ctlcn,.) 6. X You,..U, It YI";LJr i=Orenl (cr ~CmI!Cr'llllflllolt) can CIOItl1 VQ\J lIS I) <<J1It!:.ntl.n' en I~H' a No. 01 IOU' hur la~ fI'lurn. do nol CI'ItCIt /:Q. ~a l""u.. on IIn,. ,'1" Ho.,I)'ou, ~"II.tln ,n 1I".k""1I1 1;'1:'''/11'1\1<)1 U1' T'....jl)' - 1111."'.1 Ph,II". ~'h'I(I U.S. Individual Income Tax Return FI;I II'I! YI!Qr JI)I1 1 . CIJ~!l 19915. 1;1 011~lf' la. Yl!iH bl!lJlI'l\llllJ 1996 )1)", FlltN,rIl' "" lll~l N.",. Willi am ,,.. .'.;m,If.I\JIfl. Sp~,," I ""1 /'l.,,,. E ... Rosevear L .", ~~.'". Paulette M Krlsh.Ro5evear '_0111' ....:111." IfIll",t., '114 .1/"11_ II )'I)lj ~._.." 0 'U. h'lllllll.ll:lllll" 1090 PIne Grove Road '=,1)'. r.,,,,., oJl "011 elflu It )'01.1 ~.).. 'QI',," '&"121''', ... In'II1,/I;1IO/1' b X Spouu e Dlp.nd.ntll (2) CI~'"O'"t1100" ucurlt)numttr, II tOl" In Ctclmtet l'i&6, u'lnttnJcMnl 164.68.84ijO 164-68.7715 (1) Flrsl nome Ellzabet.h M Rosevear JessIca M Rosevear L.ut nalne l~9) .I;IS -.U :1lI~ - CQ 1\,.1 ~I1I.;I lIltl' n Ihl IU':' ,lg96, '''dl''~ ,19 \'I~'~t. hw helN &uun~ No. "P.'''''tl1l/'lu, 174- 38'2294 &pOIl.... '0[1" hum~ Ho. 165.42.1038 r:or h.,p IIndlnv IIn. nll,uelllonl' Ii, nllruel onlln Ih. boo~I.,. VII No X 11'1. t1P':~. PA 17324 Nol, ,:/'1'1 ~.,., .". ...,,/,Ie' ~F-.,.tj' fCW1rl'.:I".....r' ~Cljl "1\.011" X 2 (3) Oepe"oenl', ntI8Irr:r1l5t'itp to ~ou (4) No, 0' menthl'l~ta n Icur hemt In l~~ 12 12 .lIvn"lh)'DU . ,I.. nolll~. *,'h ~'" '11' 10 .,,,,orc.o,..,. IIr.llo"J'" 1".ll'\u 0"" 2 Daugh t er Daughter D,,"n'I.Il GnU". enol .nl.ml.Uv. ,l.."um.,,.. .nl."..n IIn...II.~.'" 4- 7 49.638, Be 455, d TOlol number or ".ern!:llo", CIOlml!tJ 7 Wao.., '010".', liP', "c, Allocn Fcrm(,) W.2 Be Tnlbl. Inl...,t. Alloch Scn.oule B ,f ~v.t $-ICO b Tn:-.xlmpt 1"lerl&1. Do not Ir.cluO. en hr,,, eo 8 b 9 CI\ll~end I"ceme AlIach S~h'dlJh! e II cvltr ~o 10 Ta.oble telwnlJ5, creolls. cr elfuls cr 6lole and lccollr:com. tllllt' (Ud Instruchon5) 11 .Alimony received 12 SUllnen inceme or (Iou), Mlacn Sc~,ecule C et C ,E.:! 13 Capllol gain or (Ien). IIIIC"".O, allacn S.:n.oul. 0 eGO 14 Clher oalna or (Iou..), .Allocn FOlm 4797 Ie. TOIBI IRA o05lrocullen, Ie. b Toxotle ameunt (50. ,nw,) 16. felll ptntlC"1 ,nlJ annulllU 161 b Tellable amCUI'lt ($d' Instrl5) 17 f:;enlol real eSlote, royoIlU!5. PBnnl/lShlJ:5, S c(;:tr::crOllcr:5. lru$t$, flc. Attach Sa:h E 18 Farm Ineom., or (tOI5l5). AIlDeh S..:hl!dlJte F 19 UnemJ:loyment ctJmj:ennllcn 201 Sllclal 5ecurlty bln'flll. 20. b Ta.ll:Jtllt amount (61tt In1S1r5) 21 Olher ma:ome. LllSll~J:e and 4mcunt - leI! Inaltuctlcns; 9 195. 10 11 12 13 335, 14 leb 1Gb 17 1,368. 18 19 20b 21 ~22 51.991. 22 ~dd Ihe nmounl, 'n Ih. lar "Oht column 'or I",., 7 . 21. n", " yeut 101.,lneom. 23. You, IRA oedu~lIon (lie In'lruellon,) 231 b Spouae', IP.A deouellon (..e ,nWucllen,) 23b 24 Movlno lX~en'u. .AlIaen form 3903 or 3903,f 24 2!l Cne.hall Of ..It,.mploym.nl lax, AlIoeh SchedUle SE 2!l 26 Sl!lt'emJ:toyltd I"'.l,allh Insurar:co ceducllcn (Sate Instruc\!en,) 26 27 'fOqn an~ ,"',.mr.lo1fO :EP Plln.. II m, cr,eel ~ 27 28 Penally on .arly wllhdrowal of ,ov,n9' 28 29 ~llmcny paid, l'i:tclpllnn S:r. ... 29 30 ~dd l'n45 230 . 29 31 Sublraelllne 30 from line 22. This 15 :lcur adjusted 9rOl5l$ Income BAA fot Privley Aet end Plpeowo,k R.duello" Aet Nolin. .../",Iruello".. FCI~Q": 1:"OM6 PlAlNTlFf'S ElCHIBIT 6 30 ~ 31 51.991, Felm 1040 (10;96) 19IJG "~tlmBled In_ pnyments antJ amount J!:r.Ilt!t3 'rell1 199! '1lIlJrn 54 E.un.d incom. cr'dil ,Att.1Cl1 ~a:!alll' E'e II y<:u "1I~' ~ ~ullI~/mQ <:IlIlo. NcnlJutl. urnld ,ncem,: "mClInl ... "nal).~t ...______________________ 515 ftmcunl paid 'hllh Form ~~e ((/fQWnl ret e~l.nl5lon) 56 E;r.ceu 5CCIoI secutlty sr.!] ~FT.A to.. wlt~hel(j (Ult 1"!lrS) 57 Cttier_~Bymltnl~, CI,,,Ck If Irom . FQrm 2439 b Fo,m41,6 58 Ada lines 52 . e7 ~et5e 3,e ~Cl.lr totll PIVmtn11 Refund 59 If 'In, ~8 .( mer. tl1," line ~I, tutlmt line ~l 'rom lint !8 Thl~ .. thl 3mount leu Q~"P'ld Heve ,I "nl 60. Ameunl e' hn. 59 you wanl Rllundld 10 You Ol,.clly 10 yeur ~ b t';euhnQ numt., 23 1381116 banM accounl! Sl!1! ,nOlrUCI'r.n, 3nd IIII~ dAcceunlnumto, 1823045012858244 In 60b, c, '''0 0 61 ~mo,"1 " "". ~9 ow .anl A lI.d 10 You, 1997 EllImal.d r.. ~I 61 I Amount You 62 111'00 51,. mo,. Ih." hn. 58, 'ut"ael hn. 56lrom "00 51. n,,, ,.I~,. Amounl You OWl. I Owe Fcr dl!IBII'$ en hOW 10 pay ,'n~ uu Forn11040.V, see InlSltuClIor:~ . 152 63 E",m.I.O la' p.nally, AI,o Incluo. on I,n. 62 I 63 I ' , lJnJ:IF p'"'llItI of "'qul)', I rl,el,rl !hili htYl ...m,"" !hI' "ru", ,n" <leeo"''''"lr"9 I.ct'l.Oultl ."" '1'1""""1.. 'nli 10 tn. bill 1)1 my ~"O""'ll;t .nl1 t.".,. th.y ." !Ill'. COHlld, .114 eomplll.. C,el."llon..1 pr,p"" IC\tltr ltl.n lUll y'l) '. bIn" <In 411 ''''l)rm,lrOIl!)' IIl'1IUl IlI'P'''' "III,n, ~no*!ttJq. Yell' $rO""II" C",. 'fOUl OceUIl.llon F\JII,1 1CWO I' lJ9~) T.ll Comput.t/on If you .."1 Ihl IRS 10 "QU" you, ,... UI Ih. InlltuC:hol1lS for tine J7 Credits Other T.lllS Paymenls AllOC" FCflt15 '11,2, W,2Q, and' 099," 10 pOQo 1 51gn Here K..p . coPy ollhls return tor YQur 'ecCrdlS Paid Prep.rer's Use Only State Park Mana er p01l" ''-''CUll.bon Nurse's Aide I Pr'II,r" , ~Q(I" hC\j/"Yl'lo, '''tell ,I 'fll ""Ol/)y." -1%: Coo, William E ~osevear & Paulette M Krlsh-Rosevear 32 .Amount "cnn.hn. 31 UUJjull,!] tJ'CI~ 1I1CQII1It) 33. Chtc~ ,I You Wtll6f/lJhJlr. I eliM. SpaulI ..It Q6, ~IU". AlJtJ U'1t ,1U1111:" or to.'5 (r.'(~dlJ "to"" Bill.! 1I"ld' tI'd lCliJl11lt" bIt yel; .,,,, IIlIUfIIt" '1llntJ UJ:Gt4ldly 11,1" )lcut 1I=IJlJlid IhunlllG l.!ltlJtJclll:"1I 0' ~ClJ W'" II lJUGI'lllllul GIIIII1, 'Iff j'~~"ljctll:tll$ GI11J (hiCk 111111 ... Ub s.4 ~'ar ~'tllnllld d.duellon.I,r.m S""Odul. A, "". .6, Ot } II~GIt Sllnd.1'd dldu,tJon ,I'ewn CohlW leI yo", hlll'Y ,10"" lul ,.. I~,o IJ "'5UuCIIC'11S I' YQU dlltC~dtJ "ny ellll l:n II'" Uft m I) ot 5QII1ItIJ"" ~aur t:nn CliDlITl )11m GIS jJ llltJ:entJlH11. -. S"'QI. - $ol,CCO I Mo"'o~ 1'11110 1~1I'lIy 0' ':uahl}II1U ""I~W'OI) :$~.7CO · H.ad 01 I1Qu..I1old - $UCO . Ma"loI1I'""Q \.~.'.Ioly - $~ 3ea S5 Sublract ""0 34 lImn 111'" 32 .Ie tllln.!: If. UI,H! Cf IIU,IflUlbfly I:'~W ty In, ttl41 numb., ~I ulrnphclll ~1.(mt4 4n Ilnl ~4, II lint 72 II Oytr S88,U!, IlIlh, WOI~OI1" IrI Ihl ,n\!lucllcn. lu'!tI, tmount to .ntlt S7 rlubl. Incoml, Sybltacll,n. !e I,om ,,". 35 If 11"0 16 '. "lO'~ Ih~p 1'''0 3~, ."10' ,0. sa ru. ~.,It 1'11ltlJCllcnlS. Check II hJlll! I,,(IUCU lIny 10) ',cm . FCII\"!u) 8$14 b Fo'm 4972 39 t;/foll1el '''114 'rill ~IP'ni,l'nt CAli "~Inlll, MlItn F'lfm ;.~I 40 CII~'llo' Ih. ol~.'ly 0' Ih. ~".bl.'l, AII.'h S'" R 41 For.,on 'a, CIOO,I AlIoch P':rm II' ~ 42 elhll C1,.ck "',r.m I FOlm e3~6 c Fo'm 8801 d 43 Aoo 1'"0. 39 Ih',r.uQM 42 44 SlJl:trncllln., 43 ',t;1l1 1m!! ~6, 1111~. 4! Iii meflt Ihon Ilnlt !d. "nll,f ,0. 45 SII',"nploym.nlla" AlIach S'M.~uIO SE .&a ,4l1elnah\t1t mlnUl1U," lOll, AltlJ(h Ft;rm 6,,51 47 SS 1M M'QIUII In ,:n lip Incem, nol rfCCIlI~ 10 fm~ja~.,. .AttACh Fe''" ~117 .&8 Ta.a cn QUllllleu 'ellllfmenl J;18nl, 'l":CIULJlno IRAI. It fdQulte" illlach F.:,;,m eJ~~ 49 ,4o'lnnc:e lfO'''l!lJ Incern" (I liCit J:aYltll!nl5 Item FlJ,mu) W.2 ~O HcullheltJ IIrrr~loyml!"IIGllel!. ~lIa~h S~hetJLJIII H 51 ,tddlnIU,~, fhll,1 ellr lollllu 52 Fl!C1II1 ,ncem. In /oIllhlllld Item Ferrill N., .11:0 10S-0 ~3 OhM · 331 39 41 Fr.,m 3000 Form (a,.c) b 42 52 I 5 481, 53 Il<4 55 I~I CT),o: ~. Choc.,nQ Sol\t1l1Q5 ~ !t:OIlU' 5.qnltullI I'. .IMI Plluln, , ~, .11 ~ p,.c,rll , 'S~n"ul. .. F,mlNlml 'Clrell"" Ut' fI"~ll)y'lll ""1] "'<1""U I.:tl. . Self:prepared FClrlOl12 !ll;;:e.~ 17oI.lR.'~9,1 52 p S4 700. 45 29 , OQ, . S8 5.2 l AS ~ 44 45 46 A 46 49 50 ~ 51 0, 1 I .158 59 . 601 5 481. 220. 220. ,~d'lJlJl.illt A". \/t(;,," 1l:41J) l')';,~ ~I'II p..' ,,~~ ':.;:l "'lII'I'1 U'n_ 'l,t f.;II" 1UU) ell f'liJll!nlt. ",.,.11 "llt ~'l"I,II!'(I,I'I) '.IHIlt" I 'lh'll'll ..It ~d"Ij(,I' II I ~l)ld !hft.lII hClilUV HijMh~ l i'.l ..]:!.,~ 2 IJ.l ".'10 Z !i.!..lJ I din E ~Q~evear & I'aldette M K/'l\I,.lll)j".'/'!,)f' Schedule B - Interest and Dividend Income Pitt I Inti rut Income fl3", "'"ItUl;hCI',, ) HOI,I II )l)~ '.rt')",,, ~ ".:"'1 1'111 '.' .',,," t..'" .t;.o .1/ ."'b..lIh.....l.l.m.1I1 hQfn . t.n~".'. loB" 11,1 t./'. II/m, ",''',.. Ih, P'I'I ''''''111,1 Ir. 110;' ~t',..1 U'C\IlIft t;tI 1Jl.I'OU" Pitt II Ol\lldlnd Income (SU Inl!.InJcttcn5 ) Halll ,I )"':~, "("\1'" ~ Felm HJ'itCI'i ~, ,..tlllh.I..ltl'l'I'.ul "ll," .. Q":~"a~' "'m'llllt'o","nl ",'r." ~'ll'~" '"d'nt'II""r.ltl "'\lI(I,nlll "":lMl .:n tI'.llel," Plrt III Forellln Accounts and Trusts (~tfe In5lrlJCltCn5_) 08 .~9J!L1.JSJ!.!!~L~!L!l!..!!~~!l~!!: .:!~!!!.!!l,!!;SE!!!!.1.t;IJ '!!J!..IJ.-l!~_~. .~'::-'r.F~!!F31'..'.If_________. _ L,.I I11UlU, lJlpOylJ' U Oily '''hllltl:il,'' 'Irlm lS UIIIH '/II1;\'1("(J 1111:"";1111'11 .1111J '1'1, l:l.~1Jf IJUtJ I 111' PQI:ltlty 01$ .1 ptfIIlG"nlllfliIIJIWt;/t. Ult "" "'''1I1,j(IU;I1'' .lI'll'I~' 1'1' ,,'hHltlilll,,1 Allll:. I IlMw 111111 buy,,", .Ct;'dl uCl,j/lly "lJlf11:'" .tIlt) .UNIl.fiG ... 1'~~c_U_ ___ __ _ _ _____ _.... _.. _.. _ _ _...... _ _ _ _.. _ _ _ _ _ __.I l' ~ Ii. cy _ _ _ _ _ _ _ _ _ _ _ .. _ _ .. _ _ _ _ .. _ _ _ _ . . .. . . _ _ _ .. _ _ _ _ '_ _ -j JUt/. Jr l!.d-~D t l},Lll'}~r}D~'l S 2-. 2f Jl.~ ': 1..(L, - - - - .. -- - - - "-l ) nIl' nJl9 Qd_~ - - .. -- - - - - -- - - - - -- - - ,. - - - - - - - -- - - -- l ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~-----------_.._----~------------~-_._-----~ --------------.----.-----.-------~--------~1 ======:====:====::======:===:====:=:::=::::~ --------~--------"--------------~----------l -----------------_._-----~------------------ Z ~44 I~o elnoun" on I",. I S E"lu~eP'e ,nl""1 on .."" EE lJ 5 U'''','l' ~cr,~, IUU.~ eN., 1~69 "Din F':'1n 6815. Iln. 14 You mu,1 '\I00h FOlm E81S 10 Fe,nI IColi) S 4 5lJclrBcllln.' hr.,.; /11"1 2, Ertle, 1t'1t IltllJlll~ltllf 3M I;n Ft:rm 1~4.C 'Irlt!J .. at I Nol.I'f YCIJ had ",VfT ''''0 In OlCU "'lflalm" ~"tJIC' 13th", """1 1J"~f'l,:n uc,~, "tMlJ' 3"" ~Q," _I"" ':~1f III e L," rolnO 01 pov" Inolu"o glon OI"~on4' e""IOI olM.t Ol,,,,cullcna en lI00k '.re, ~ny Amounl l.':lti=IIOI QOln IJIIHlbullr:nll ont1 "~"IlU.8tllt l'illhltLJIlr:n" Will 1:" 4lNuttlf'J on tl""~ 7 IInq 8 ... !!1J'1.r.!H.'L ~'!.t.u.!!U)!Q<L___ - - -- -- - - - - - -- - - - --- - ---l -------------------------------------------l -------------------------------------------l ===========================================j 5 I -------------------------------------------, --------~-~-------------------------------- 'n!1!!llL...._ _. 1')J, 72 )IUI 2~,n 1.L2i 2 2 53l.39 2.075. J J55,J5 529,75 ---------------------------------.--------- -------------------------------------------- , ~d~ I~e elno"n" on I,no 5 7 Cap.lol oo.n qla,,,Pul.O",, En'.r r.,. .M on Soroeulo O' I 7 I 8 NCll'A~'bl' 1lllltLbllllans. (~iIt ,nUtuttlCnl 'er F~"n lCIll, II"' tl I 8 I 9 ~4dlinu 7aMa 9 10 Sublr.ct Ilno 9 r'om Ilno E, Enl" I~O ,",ulll'"e aM on Fotm I Coli), '1r,0 9 . 10 '1/ you dO no/ n..o Sch.Cul. 0 10 ,"oo,r any other aOlns cr 10"'" 'ID Ih. ,n,llucl/ons Ir.r Form 1040 IIn, IS, Yqu muat cOlnpl.III~I' ootl ,I you 10) had over $011)001 'nl"oM qr 4IVI4'Ml: Ib) h.. a Iq",on .ccoun': 4' (Cl IItCIUlfltd G r.115lnClJllfm frQm, cr Wlt'e .] ~r4nlcr .,r, or a ronl5fefct Ill. G IC,ltlrJri t,l,j~1. , 529.75 33J,80 I 33J,80 19J.95 y..1 No 11. M 4ny llmll dU'lnq 1996. lJld YCIJ 1'10'1" 3n Inle1l'1$1 In r.r " $11J"otlJre Ct t;lhllr .1111t':CIlIy IJ~I!r 11 'InanCIIJI acr;curl In B fOfeu.)" country, suCh 315 .) bllr.14. accc',jrtl. UCUfitllt5 account, cr oJlt'.llf hnor.cll1l accounl? Sit. ln5tructlcn5 fer ...C"pIICn5 and 11llI1g ftlQulterr.l!nllS ICt Fcrm TO F 90.2:2.1 b;r '~e15,' enter It".t name r,:t Ir.1t lorel!)rt ~cunlrl ... ',.' ",,:! '," ,." I .d.": ~I~.. I X - - - - - - - - - - - - - - - - - - - - - - - - - - - . I '.' :'. , 12 DUJlng 11)96. IJllJ ~cu rI1Cl!I'il! J illlHflr.ultOn 'rmM. cr wert! you t1~lJ .;rantcr ,:r. .:r lrnnshu/)t to. 3 'ctelcn trust? .,tl-~:.. ~iLj II \'U'. see In5HlJt:IICnG ler .:t".er 'orma YCLJ IMay haYI! 10 'lilt X aM Fo, Popo",o,k Roductlon Act Notice. In Fonn 1040 Inett1Jctlo"" S,n.~ul. a (F,;rm IC4G) 1996 Fr:I~O&l)' IQ,CM6 ~1;"IHll~!'..!.i~;!l!.!...'~~!lLIIJY~_~._______.._....,........_ .h...._.__~_ .~_~'_h__'_' 3_.__~_. _.,___._.m____.__~_,_ 0.0 ---__._on'n.!.~:!~!}.J. t-'!I"!lll!hl)lII-'II;H lI,h",' Colli.:! l~rll'l "","' 41\lJ t:'~, 411 i1lfl"ld) "'"Wl'fI I :1l';lJ\1l ',n "0,.. I : ~llI.I' 'Ill'" ti.~l;I'I~ Hl;'!I~.t Wllll.1m ~ Il<)~~V~ilI" & 1',lLJl~tt~ M KI'I\I1.llO\~'/I!J" 117.1-36-2,1,).1 ~. "- -..---.,.-...-- ._-~---~._.,_._~_._------..._.._.__.._-----~--_.~ .......----.-....--.-.. Hol._ " )I:II/,,:r)(, "mL't;IItri ',elll IJllfll/ll1.;r 1/~/"/lrJ an SI"'h'iJIJI,, 1:, )lJlI mlJllt lint'" yct.t 11"-;114 ,nee"''' "em tlf"." ,1l;flVltJ'5 ,;n ilf''' ~I bl/ow 1'''''11(",,, J)II:I"6'tIH:''''''~ mllllt (1.'''',:/". lit!" .t:J t"IL:W ~ Income or Lou from Partnershlpe and S Corporallonll Noltl" ,l)'j~.~'~~I.~_~',~~!~~.~~~,':~!,.'~:'_~~..2~:~.!"u'l "~'~:!~!1~L:~~1!..~11 l"u'I~' ,l;ljl ,1\'Um"'1 "w, 'd~~.t) ~1IIt I'll" I ..".J'Jl. "~I II) !Ill "'11'~!!!.t~_ 1 (b) [nlll P lei [CI':hl'~ " (dl [,~~14YII 27 (.) Illllll' Pll1nml1lp: CItI~1I 11J1'lllllr~lIc" $ '~I S ~~'~cIGhcn r._rtl'l/thllJ /lumCN I S 56.l7'4T' -"T ~ t ~ nlu,J....K" I $ h II {f- II -~I --+- 'n~tUtrtrlll ~Inr (I) I m -'II _ '0:111' ~ 411 ,'~ "111 II ',I ~ x "':l==: I FUII~,.,lt Hl)m~"IN(--' PI..lvll"co"" ,~! Lo. (g)PII\IV11on 11101<14 (l""n FOIm 1111 ,I "0""4) (hIPIIIIII,"ccml l<em .eh,oull K.! (k)'j"~ml\' cem,lwn 5ehl!!!!!~ ~I III J- CI DI 11--- 2B.T~IIII" ~j, I""l'~\..." t16,1,:. b T..;IJlb 29 ,1.,,:u (CllJmn" ~h) "r~lll.k) c:l ar." ~elJ 3Q .AlJcJ cr.:hJtnnl5 (tJ). (I), anlj (j) IJ' line ~eb 31 TlJlOI r.OItr.lttOShlp aM S ~c,,::crollon II'taI1H! cr (leu), CcmClnlf IIr,lt5 ~f 3"11 21) "!!II! J"lllncllJt1ij ." lha IclOI <:n In-,It 40 t:ttIQW ~me or Los! 'rom Estates and 'Truets ~ W~n AI BI --, --- 2 - l, :~~. SO Enter "." 'ltliIJII l. 368, 31 P...IV' In com. .lId lo., (c) FUll"" .JeQl.lchcn ,:r eu .)1'QWflJ <attach Form &512 Ileol.lIPlQ) Cd) ~ml~' ,ntern. "1;'" $d'I.clUl. K,I =F- ~ b) [,"~Ie~., Ie r,e Non ...Iv Incom. ."d Lon (.) Ce~toCllcn ,:r "\1 (t) ~l"',r,ccm' '<em Seh,~ul' K' 'tem Sehldull K,I AI BI 33, Tel." b Tel.l. 34 ~dO c"uInr" (0) 3"0 (I) cl ",. ". ~ 315 .AdO ~cllJmn5 (c) .1ncj (It) cllll1tJ 3::b 315 36 TOlal estate 3nO ItlJlilll1cr.me cr (tCl'!~). C.:;rnl:lfl! IIr.tJl5 24 M!J ~e Enhu I thl! result t,ere Jnd Ir.cluaen Ire tclal r.r. hr.!! .1.0 I;~ICW 36 [Part IV ',I Income or Loss from Real Es.!ate Mortgalle Investment Conduits (RE~ - Residual Holder (b) [.,~"'" I Icl u\UI ,nelul"n I (dl r""" ,nce., (I)ncc., "em 37 (oJ) /~il~l! I' W:Hlc311cn rllJrr.l:u '~m S,hO~UIU Q, nlll CtEA l/em ScI"oI.lIU Q 'I~t:b . < Ilr.. ~~ S,h.OIJIU.." I!relb . . I .., ,-, .j '.' ,,~ 38 CCmblf'l! ccll.Jmn~ (IJ) .:;nt1 (P.) r.ril Er,ler lI'e rp'lSl,:t1 r,ete ano 'nc!UCI! In thl! !clnl on II"" M l:elcw III : ,', Summa 39 Net fMm 'enlal :nccrr:e cr (IO'5:S) Item Form 48315. .Ailsa, com~'ele lint 41 below 40 Totallnccme l)r (le55). (cm!;lne hne5 213, 21. ~E, ~e, .1nd 39 Enler I~I! ',,!SuIt 1':",& I1nd en Fctm I 04Jl , Iln. 17 41 RIConclll.Uon 01 F'nn'n9 ,"d Flohln91ncomll Enl.' YCUt pro.. 'armlnCJ aM flShlrO Uiccrr.e Il!!:ctlea on Fl}rm .t.l;~f, tin!! 7: ~.;heaule K.\ (Form lOc5). hne l~b: :':cl~eGlJh! K.I IF':nn 1 '~(5), hr.!! :23: and ~.;r.etJlJlp. K,I (FOlln IC41), lire I ~ 41 42 Rlconclll,Uon 10' Rnl Eot,11 P,of...lon.'., II ycu "01. . '.31 .01.,. prore6slcnal \~et! 'mltuCllcM), enl!!r the "ellnccme Ct (Iou) yeu lepOrlel1 anywr.ete en FGrm ICAl) Irem all r!!nt.)1 real1!611lle I)ctlvl11e5 In which yew mlllt!/I.1tly CIH!I(I!:alelJ ur.der lhe l::a!i5IVlt ,1ell\'11 Icss full!!i 42 fCI::~r.:1 ICI:IV!l! 38 38 - · 40 I. 368, .JJ:i jlf.t. ,r" r, . :;"i\l ;.(j" t; ~'..:~. ~.1 . . ~ . . ~ ,. ':'qf ,1' 'f" . ~. "',' , ;~t. ; l' III...;' ,'" J,i ,-- I,:: ,; ".{'I"I ~f -' r;,":ti~'~''''''''ln~''i ' ,~~ '!i'''''\~IJlj;i~'''''' .,'. .:r,; >,'t'~",' .~r :!}'..: ,. :>" ~...,l ..", ....~....'jA . ". ., '. I~.:>; "'""I';c ,-..'. ':ofl,;1""".\..,..,~I..t~ .'.H..t.( Exclusion of Interest from Series EE U,S. Savings Bonds Issued After 1989 1996 (For File" wllh Qualified Higher Education E.pense~) r..Cltlltll,nl.llltl.rIlItU.) li7 Inllltl.IA,yt/lu, "'\'ltlf ~ Att.clt 10 'onn 10410 or lQAI,J,l. ... S.,lnllructlonl, C:.u~Qnl I' }'Cut fI//(1Q .t'fUII' m~""rJ hlltlr;,' .."drar. fftlJtn, dQ 001111" 'hll telm. 'r.;u Clnllol ("If' 'fl. ~)CfiJIIOn ,~,n " ~OIJ ""0 qual/h.a hIQI", .aueallon "p.n." In I ~~6, Fo,,,, 8815 ~.m'I'I'hl)\IlI""'n".lljll" ':WI tIll It.',llrl WIIII~m e Ro!evtur & Paulette M Kr1!h-Ro!eveJ' 1 (II No"," 01 p....n (y.u, y~u, IP.Ulfb.' y.ur a.plnO",'!) ",roo "'"' <nrm'.o II 01 ,1II.n~.eJ In .110' I. '~u(ol'.nol "lIl"ulI.n lINt lOll" Itcuttty HlIfllllr 174.38.l2901 (b) No",. an~ a~~,"n ., .1I0Ibl. .~u'allon.1 "'",Ivllon Penn!ylvanlJ State Unlver!lty 103 Shle\d! BUIlding le551C~ M Rosevur Unlv",! ty Park PA 16802 Penn5ylvan14 State UnlVer!lty 103 Shields BUI\dlng ElIzabeth M Rosey..r Un!ver51 ty Park PA 16802 If yov net. more IpecI, allleh 1~~IIIon.I'hltl', 2 Enler Ih. lolal QUIII"ld higher educollon e.penl" you paleJ 'n 1096 lor Ih. P'"0'" "".~ In colvmn (a) 0' Iln. 1 SOl Ih. ,,,.I,uellon. 10 ImeJ ovl "'hlch op,n... Qvolll)l . . , ,,' , ! [n'er Ih. lolal 01 any MOn"Jlble .eJu..llonll benl/II. (Iuch .. IIOIIIIJlb" ,choll..n,P ., 'ellow'h'p o,on',) ,"e."e. I.r 19~6 Ie. Ih. p....n. 1I.lto ,n celvmn (.) 01 IIn. ,. Sit In,truellen. 4 Subl,acllln. 3 I,.m IIn. 2, 1I1ero 0' "10, 'lop hete, Yov (I"nol"..lh. ",clullon , [nle, Ih. /0111 p,oce.dl (r."nc'pII oM ,nle"lI) 'rom III ..".. [E U S, ..v,ngl bOnd. Inued ,"" 1889 Inll yeu cllh.d during ISH ., .. .,., '. , 6 Ent", Ihe Inle,ul InclucJeo on hne e Su Inlltuctll:nl 7 I. I.n. 41.11 Ihl" line 61 No. Enler '1 00' Yu, O'VleJO IIn. 4 by IIno 6, Enler Ih. r..vll .. . .'C''''OI (Ie 01 ,...llwo pIOC"), 8 MulI,ply I,n. 6 by IIn. 7 l \0'.9001,00 , 500,00 4 10.404,00 5 6.613,014 e 2.075,94 7 X , 1.0000 , 8 2.075,94 S Ente, your mOd,hed adlu.I.~ orOlllncoml, S," ,n.llvc',en. 9 54,067. Nole' IIlme 9 ,e S64.4~O 0' mort ($104,200 or mellll m.",.d ~lIng lem"y 0' quolllyma WlaeW(")), II0p h.,., You c.nnol ,,~. th. ..clullon, 10 Ente, $49,460 ($14,200 lImo",.. III,nQ ,o,nlly 01 .uI"lylno ""deW(II)) 10 701.200. 11 Subtrocllln. \0 Ir.m IIn' 9, 1I1ero or I..., ,.'p IIn112. .nter ,0, en IIn"3, Ondo.'elln.,4 11 -20.133, 12 O",~U line 11 by $16.000 (by $30,000 ,I m.",e. IIl1ng ,o,nlly or Qualll)llno w'dow(,,)), Enter lhl'lIvll II a d.e,mol (10 .11'.,11w0 pl.e..) ., ,',' ., . ., 12 X 13 MulI'Ply IInl 8 by IIn. 12 "'"'' 14 !xclud.bl. IIvlngl bond Inletell. Sublraell'ne 13 I,em line 8, Enl.. Ihe ,..ull h... and en Schtdule e (Form 1040), lin. 3, or Seh.eul. I (Fe,m 104lJA), IIn' 3. "'hlch".. opplI.. "'" " """.", 1M '.r Plp,rworlc Aedue"on Act Nollce. ,..lnll",cllo"l, 'Cl,A6601 'OI27,'~ u 0.00 ~ 14 2.07S.94 'o,m 1115 (1996) FOIOl 8582 Passive Activity Loss Limitations I:O~/'1 NOT REQUI~ED TO BE FILED . S.. "pltlll '""truellonl. . IUlleh 10 'onn 10AO Ot 'onn 10~1. CMII No, te."u:JQI 1996 BB C'Plltm~1 01 the T,...UlY Inllln,l R...1Ulut 1I1\1l' N.m'lll !hown Qn "'11.,1/" E Ro~~v~ar ~ Paul~tt~ /'1 Kr'sh.Ro~~v~ar .U v. c:1 V ty 0.. Clullonl $,. 'h, m.tructlons fe, WorklSh"'lJ , ~nrJ ~ betef' (on' IltM PlJf' I ""nIal "..11"'"1" Aelllllll.. with AcllYI PlrIle1pallon (Fo, 'h. Qollnlh.n 01 ael'Y. p.",elpal,pn IU Aelllla Pltllclplllon In I ".nlll "..I htlll AcllllltV ,n II'. ,nllluel,onl) 1. Acll~llIn WIII1 nel1nC?ll1lt (Irol11 Work'll".' I. COlumn (4)) b AeIlYlI'II'''''' ".1'061 d.om Wo.klh..II. column (b)) e 1'/10' y.., un.llow.Q Icu.. (f,o." W.,klhul I, wumn (cl) , c deOOlOI".'ln.. I., Ib,.ne 1c All Olh.. PI..ly. Aclllllllu d 2 . ,A~ll'tIII1!5 with net Incerne ('rem W~,k15hlltl 2. calumn <an 1 3 8. c F/le, y.a. unallew.d Iou.. (1'001 WO'klhul 2. cOlumn (c)) O. b AChy'''.O w,'h ".110.. (If em Wo.kohul 2. colUmn (b)) d Comt:l"e linn 211. :lb. ol~d 2c 2d I 1. 368. .. Enlet lhe smllll., of lhe feu on hne h:J or lh. lellS en fir-it 3 4 5 Enl." $leO.COO It mome<J hhnQ $er:ofole1y. Ue t1~e rnl5lruChcn5 6 Enter mOdllted o1olulSled grQI$$ .nccm., but not 11115$ thon ZefQ, lSee Ihl! 1"lSlruCllon' Not'l If 1m, 6 IS ,qulI' to or gfl,tlf tITan IIn. 5. Skl13 1""5 7,nd 8. .nre, ,0. on line 9, .n~ rh.n go ro IIn. la, ClhllW'U, go to 1m. 7, 6 7 Subtrlcl hn. 6 hem IIn. 5 7 8 Mulliply I,n. 7 by 50~. (5), O. n.t .nt.r mo," Ihan $25,000, If ma'/I.d lihnQ "pa'lllly. l5et Inl5trUCtlanl5 8 9 En,., Ihe Imlller ef line 4 0' Iln. 8 Iplrtm..,\ Tolal Lones Allowed 10 Add Ihe Incom., ,f any, on hn.. 10 and 2a and .nl.t Ih,alelol 11 Totall.",,"lIowtd 'tom all pI..I\It Icllvltlla 10' 1996. Add IInll 9 ano 10, See Ihl Inll'Yel,onl 10 find oul how 10 repOrt Ih. l(lll.. on our tu relurn IAA ,., Pape""o", "aductlon Act Notice. ... alpltltl Inatructlonl. " F.,m 8582 (1996) IfCIZI9QI 'OJ.MIS 368. D. F,,,m~S621199ij) WIIII,lm E Ilo,.""r & p.ltd.tt. ~ Knl/1.I'o,.v."r 7.1-33-2294 P"ij.~ If~rt VJ' I Listed Property - Automobiles, Certain Other Vehicles, Cellular relephonu. Certa n Computers. and Property Used for Et1Ier1nlnmenl. Recreation, or Amusement NUI.t For JflY 'vfl1/C11I fer wlm:11 yelJ ill" IJ:SI/'~ /I~" ~IJ/1tJiJfl1 mlllf"lld fJhf ~'llftcJlJct/f111IIl.n' I;t:tfnll, ~fJr"r:I"" Imlv JJII, ':CIlAIl/1/$ 1,1) 1I1rOIJ!11, r.;)...s!.l!(t/l;11 A ,J/I.;I .':rt(IICIl tj ,lIl11 :5rtt:tlcn I; d ,1/:/://'.:11:1. 5,clj'Jn A - OIPrecIIUr)!!..!.nd O.!h!L!!110tlll!!t~!~!!2nl ~rI" ,tlSlrtICtlcna 'cr.llml/~"cn, fer .JlJta,""","') _2.3IC" )lJ1'h"~'I1'!lUI"I~.!lE.Z!.J'.!.~!!~~~~~~!..:.:!'<'.,n''''I' . _ y,. Nql2!b If )!L~ll'ltfVlqtnthWllt."' _ "lr:~";!,f~~~~;~l"hlt r.~\I~(;~,~:'1 I ~~~~j.~~, I ,:~1~;~~1~ i ~:'~~~I,I~:~;L~~;~l~:;'I' I (I~:7b) I c~~l~~~~r\ c:~:~~~,~~ Il.n"l\I/)~. I "~I. ~t1I~) I 2~ P'Q"."l'-!!~.'!J!!!ln eU~r".htl.'i ~'''.".!!'' "'" "..:'''<1''''''<'''' ~_! !_~ I +-i I, I-+- 25 Ptc 1ft! u!il!!j elJ~. I)r IIU5 In .1lJUallllfJtJ CUllII'I!U I;U lilt!! Inll.ltucllC,1S I I "I i 26 .AiJrJ .,mounts In COIl..JIl1n (h) E"ltu II" ""Iltl hilt" ilnt,J .;" q"lt;O ~B~I! I 27 .Aad '''T'lounIS In <:QlulMn il) Enter !hlt 1(1101 htrl! 3nO ,:n 1I,,1t 7 ClIq, I h(tlo" B - '"fOrmlllo" 0" U.. 01 Vlhl(lu I 26 I t;~11l1.1' tll', "'IIC" '1;11,,11,(1" <,IUoJ ~. '01' crm:I,IlCIIl,t\n" .;t <:t/'.t flr". \/'''11 e.. "lOWf"lt .;t ""!toJ ~ttlC" I)'lJU ",e_to'lI .,11,(11& II) roll,j' .ml.l'c~''', r'"1 ""'llwtl'''.1uUIII:''1 n het..;1I C 'e II. ',1)1,1 mill! ~"UUI:I"" 'oJ (l;m~l.tj"~ !"'Io thl.G" 1l;11~'i" ",Il!(:" 28 1'0111 el"lnln/!n~utme"1 mllU '1rI~tfl ,umnq It., ~ut 1,00 not .nclue. ccmmllt:n9 rtlllu) 29 l' !JIll wmmut!nq rnllet ,ltlvln 'JlJt1nq 'Il, ,.ar 30 To'.' olh., ~...on., (/1onr.<mm"lorq) mlltf5Im\t!!n 31 r.,tol mil.' emyen dunnQ lI'lf ~tBr ,4~~ Iln.~ 28 Ih'~"Qh :0 (II "1 hlele I (I) V.",cl. S (b) '/lfnlell! .2 (c) 'I,*I"I(le! (d) V.hlcl. ! 21b, Vu I I No (I) ttcltoJ netlctll" 0:0'1 I ~- I 27 I (Q II Vf~ICIIf ~ I I L Yu No Yu No Yn I No Yn No Yu N. Vu No I I. l I I I 32 Was the Ylfhlcht 3VBI1.1bllt ler !:ff!1cnOI1J6lt .JUflng Qtt,tJuly hCU/!i' 33 'NrJ5 the vehicle uu4 1:f1"'Qrll~ by .] rl"QfIt thon ~~. ownltr or telBtf1tJ !:etlSonl 34 1& ancthef yehlCle 4vBllabllf ler cef'S~nBllJu1 SWIG" C - Ou..lI.". for Employer. Who Provldl Vlhlel.. lor Un by Thllr Employ... An4Wff th,,, aunt/ens to ",t"mtn, If ycu m'lIt .,r1 If)CfCrICr1 ta .:empf,rtnQ Sltctlen 8 fer vtlhlct" U,,.C by 1f1't1(JICY'1f6 who Ite nQt me" thlJn !!~, awn"s c, r,IDrl!f/ ':Ifflcna 315 00 IllY rl1alnl~ln ~N'lttan ~OhC',. mlerr.ent !har crehltlls ~II C'twlllllJU ~I ..,flleiU, InCILJdlno ccmmubnQ, b~ ,Cll' Im~lc~lu7 36 CO ~CIJ maintain B wntten ~QIIC'I :statement that h;rchICIt'5 cetSCnol ul5f ~, yp."ICh!$ ,*)Cepl ccmmullnQ. by YC4t lfm~loyelf'SJ Stflt 1r:5trucllcn" ler Yl!hlCllf1$ ulSed by cctJ:crnle clflcer'S, mrfclcrs, ar I", .:r me", l)W""rl\ 00 ~cu tre.:U illlu$t! cr vehtCle5 by t!It1DloYU5 35 cersenal ulilt' 37 38 Do ~ol.l prCYIl:J" mare thon ll\it! yehlcle5 to yeur Ifm~IC~lle$. 01:1.11" In'ormatlon Irem '1ClJr Itm~lo~el!5 ..bOlJt thlt ullt of Ihe vehlclelS, 3M leldln t~e Inlcrmatlcn recoI\lea7 39 Co yeu meet the rt!Qultemt!nls cencerMlnq QUllllfled .1ulcmcl:lht tJltmcnl\ltBtlon ul5e 1 Site H'Il5ltuctlons NIUlt If jeur Jr1.swer to .15, JE. 37, 38. or 39 1$ 'YI$,' j'C1I fll!tlr1 net cam""t. Sflct!cn B fer the CQVff'r1 Vlhlcfts I Part VI IA!iiPrtlzatlon (I) Cucr'I:IIQII ,:1 COlli (b) C.ltllmt;IlIUtlcn bt~Ir'l1 (() P-mrlltlfDtllt .mOl,lnt (d) ,"'" '"tlcn (I) p.mOlllr'hon j:.tlO(JOI ~"(fnl.q. 40 j!mcrlll3tlcn cf ccsts thol teQln$ (junno 'Jcur 1996 t~)( '~1!3r' I I t'"I'''''''' '. ,',,1/ 41 Amr}fUz3tll::n of ':C!iIS thaI CINOI\ betme 1996 42 Totlll. Enter r,ere .1M IJn 'etrer CP'!juCI10nll' f)r 'ether E~cen5ell' lire .)t '/~lJ' tp,llJrn FCI'::C!'~ IC,li;~lS 41 142 + I I I I I (Q ,l.mo!l'Uhon 101 1I'I11 tttr !p~Ki'" PSllISYlVAIlIA 5WI fMPtOYm CJBIIT UNION F:~\E Ij~l'iE ,:A:'F fm FAX '/:'i{;Ui(:: b I ,. Il:Ml:I~ I vr "~"'U'"'t I ~ I - Kk~ULAN SNARES P.RiY,~ >>A1AH~f DIVIIlENO IJ~ND R^TE' 5.25 % Al PERCENrAGE RATE YIELD. 3.30 ~ Al prRCF.NTA~E YI~lJJ (ARNEO, 3.30 ~ NEW D^I.^HC( I~ 4 - CHECKING P.RiY..lll.II1 .IJA.LAH!:E CIIEC~, OIRfCT DEPOSIT HAC DISBURSEMENT I "'.1' '1"'1 ".u,", UOI..l.... .,,...~,, CHECK CIIECK CIlECK CHECK CHECK CHECK DIRECT DEI'OSIT MAC DISBURSEHENT , IIG .~J~ .~I "'IWV1L~. 'A CHECK CHECK HAC DISBURSEMENT I UU L.JHcot.,. WAV IChANlIJIIIUlIG PA DIRECT DEPOSIT CHECK HAC DISBURSEMENT " r:....LIILI 10 NlWtLLI '.. DIVIDEHO OIV nENO RATE, 2,00" ANN AI. PERCENIAGf NAIf Vlflll, ?02" ANN AL PERCENTAGE YIEIIl fARNfll, Z.O! NEW BALANCE ~ "CONTINUED" ~rf..!.~WR.TO.DAnl ~,,*I.i"~~:::~~ I i:r'.:' -.. ~ MOTItI: SOl........ ....,. ........101......" 'INIlICATII HItrTM DAT! MAIN OffICI, I mUll U_ I'UCt HAIi~ISliJM, ~A I" lO./VIO MAILING AIlOIIIU, ~ II IOlIllall IiMAlIIUIIo, ~A 1I101.,QI/ PAUlElr~ K ROSEVEAR 0~01 ObH OIV ANN ANN 0531 0501 0501 0502 0503 . 0501 0508 0508 0510 0514 0515 0516 0516 . 0520 0522 0522 . 0530 0530 0~31 0531 0531 JCllNT OWNI~ WILLIAM E. ROSEVEAR 0185 ACH PNOOU5711 20 -, 0156 0187 0188 0182 01~0 0191 ACH PNoa IOti(",6 0189 0192 TRlt20752?6 ACH aU3 TR51J59-717 I i I :, I fAliE 1/ ~flml ---r 56 TOTAl. ANANtf OIA1lU YW!.TD.DATI ,,,111m., '''1' 2 18118!! 214 I 20 I 41 7 3IlB 7 3(t!?3 ue ! 305 0 285 0 250 3 21.5 3 478 6 418 6 . ORUUIlNIHlfl TO WlTlntOLf) INCOME FOR SlJl'f'ORT '/,10" ;,. . /.1', \ r 'i I .( S'.'r JJmlJDpnwl.'JJUllliIlIll)1~jJll.. I !tl(, " ,;;1/ II,',,, ) '\ CIl.lCllyllJl&1. 01 fYMIII!.!!JillilL--,--- " " ' 1J.lh'll( ()/lI~rINol/o " .!2U 1 u.q~ ' 'I, , ,i', (, ,) CIlUltIC~", Nl/lIIll1'r (S~p liJJ",JUm (or ".111 (IImmMY) o 1l"KI".lll.tlmINIHlu cE> ^",,,ndlhl ()III."/NU4kl1 o Il1Ilnln,111'(),d,,'NI)liu' - 1IllIIIo~'rIN"lIhhllllh','~ 1.'dl'I,'" IN NIJllllll" ~<)I'/W~~liLl'J~ I m/lh)~'LII^\lilhhllldl"'~ N~II1l' @J'lll'l!Q!ili~!l\:r1.Qlill..___ r/llIIII,~"rAVllhlll)l.k"1 ^lj.lll'~~ /IT:f.ng!M1ili1Ji I1Jlall/ll1CII Ul'/l'l' 1'0 1l0X UOO~ IlAllIllBIIURG I'A 1'/IOb-UOOr, 1III'lIO/lli:VEI\II, WIl,I,lllM E, ) 11lI11111~l'll/l)hll'III'. N,lnw 11,1~1.111.1. Mil I l7t-U-33U I IlIlpll'~I'll/lJhll~III'\ SIl1111'''''llJllly NIJIIlIH" I &94000U03J I 11111111')I'I'/()lllilllll'~ I,-.IW hh"'lllll'l I IS., Add,m/II", 1,~/"Ii" "."". ."oo."d ..lIh ..... on .".dIm,nll I lU~'l)dhll jl,ltl.'nt'~ N.lflll'll MIIIlI-I. Mil I - S~~ AddPlldum (or ,1~p~",luIII IIdllWf Mid birth d<1l~f .mor/Mud wl,/, rdlU Oil dtt.rhm~nl. ORIJER INroRMA III IN: I hh I, .111 Onll'I/Nollll'lo Wllhhold 111101111' 101 SOPPOlt IJ,I",d UP'Hl .Itlordur (or &UPPOIf (mill CUMUE,UJlNIJ CO"llly, ("III\I11'"IWl',lllh oll'l'IH"ylv.IIII,1. By 1,lw, yo" .\tI' 1"q"II,'d 10 d,'durtlhese ,1n1Ounl!'i froll1llw Ilho\'tl.IlIIllWd ('lllphl\'t'll'oJohIlWn\ innlllH' until fwllwr 1101 In' (1\1(1/\ if 1111' Onh.'r/N(jlln~ 15 nul 1'''J1!d IJy your 51.111', $ _.1, 400 , 00 IJI'r 1ll01llh 1111 "111'111 '''ppoI1 $ 0,00 IJI'r lIIolllh IIlIJol,I,dlJl' 'UPIHHI Am..." 12 w,','k, '" MII'.III'r/ @Y~5 0 no $-- 0,00 p,'r 1ll01llh 11l1l\l'dl<,11 'UPIH1l1 $ O. O!lPI'r month for ,.wrwlk hl!'lll'll!'ll~ $ IH'I 11101llh III 01111'1 l'pI'lllyl (or.1 hll.Tii11-=.-.!, 400~~ Ilet mlllllh 10 he forwarded to payee helow. VOU do 1101 huV<' 10 wry your P,IY <,\'d,' loll<' 11l1llI11pll,lI1l'1' with 1111' ,upport ord,'r, I( your IMY cycle does nol mutch Illl! ordl'/l'd "Jpp011IJoIYll1l'1l1I YII", I'''' 11\1' 10110wlllH 10 dl'l<'rl11ll11' how l11uch to withhold: $ J2.LJlJl.IJI'r wI','kly IJoIY IJI'riod, $ 646,15 Ill'r hIWI,I(lkly IMY IJlltiod (P\1(1f)' 1\'\10 \\'lltlks). $ _.---1...Q.lL..QJ),p,'r ,,'mlmoIl1hly P,IY p"llod Ilwll" .'11101lIh), $ 1,400,00 per mOlllhly IhlY I)I'IIod, RF.M/rTANCI'INI'ORMM/ON Vou mu,II,l<'glll Wllhholdlllg 1l1l1.II<'r Ih,llllh,' II"IIMY 1)I't1od ollurrlllg 11'11 (10) working d.1YS ull~r 11ll' date o( Ihls Ord,'rINotln., S"l1I.i p,'Yllll'nt wl1hlll "'1'1'11 II) wOlklllH d~y, 01 Ihl' p.lydal,./d.II,'ol withholdlllH, Vou arl' entllled to deducl a 11'1' lo,h'fray 111" 10'1 o( wllhholdlllR, Ill>!,'r 101111' I,IW' gOV<'ll1lnM Ihl' work ,1.111' 01 your I'mployee lor Ihe Ihe allow.lble amoUll1. Ihe 101,11 wllhl",hl ,1111011111. ,HId your I..,., 1,ItlOOI"Xl"l'd 55% 01 Ih,' ,'mploYl'e's/ ohllgor's ilMgreM.II" dl,pmilhh' w"l'kly ,wIlIIlM', lor 1111' IHHfJ"'" 01 1111' lilllitilllolloll wllhholdlnH, tl1I' (ollowlng in(ormatlon i5 IW(I{h1d (5(lp #9 011 ilK. 2). If remlltlng hy I:FIIE I.ll. pi,""" r.IIII"'III1,ylv.II1I.1 51,'1<> C01I1'11l011' .lI1d DI,IIIII"'nll'nl Unit (SCDU) [ll1ploy~r Cu,lollll'r S"IVlre ,II 1-1117,676")5/10 lor 1."111" 11011', Make Remlllance Payable 10: PA SCDU Send check lOt Pennsylvania SeDU, P.O. Box 69112, Harrisburg, Pa 17106-9112 IN ADDITION, PI. YMENTS MU,ST INCLUDE THE DEFENDANT'S NAME AND THE PAC.SES MEMBER /0 (,hown .boye ., 'he Emp(oyuelObllso,'s CdS~ Id~nllfle') OR SOCIAL SECURITY NUMBER IN ORDER TO BE PROCESSED. DO NOT SEND CASH BY MAIL. Dille of Order: MAil ,I 'noz SpIVI((! Type M ""''1'1'1.'''''' )\ ." II -/ H 1J'11ll{11 ~~ '.J..t~~ A':..t'.\1" Jl...~D)lIf)~Il' IJ.lll,~)'1 -.;.):..l../LL2 -- Form EN-02a Workl'r In $lATT AUllITIONAlIMONMA"ON 10 EMI'LOYUIS ANlJ OTIlElI WmittOlllENS 01/ dlt'dl"ll }'OU .1/l'll'ljHIIl'tl!l1 ",,1\1111' ,II njl~' IIllhlh lorlll hi ~IH" l'IIIPIII\I'1' I. PrhHllYI WlIhho/dlnK until" 111I~ llllh.//NlJlh I' 11Ith 11110111)' 11\'1'1 11Il~' "lilli, 11,)(.JlllllltI'''''' 1II1lll't 'll,lh' 1,1" IIMIII"'" IIw ~"'IILJ InulIIlLI, IPth",I'I,I\. 11'\'11'.111 Llltl"'IIJllhJllIIPIIII,Jlllllhl~ 01111', hll\I'IIIIIIIII). 111111'/11,111' I Pdl'tilll,I), h'\II'" 1111'111'11 ,,1111111II ltJllhH IIIII' ll'IIUlflllh1K ,It Will y Ihh'11 'wIn",. J, ("u/Ilhll1in, P,lynwflh: )'111J I,UlllHllhllw \0\ Ilhllllll'.lIIl1ltlllh hOI1l nlllfl'llhlllll/!lIIIIII,)hl~llt'/lIhllKII"h Inu)/1l1! ill,lltlnK1l1lhlynllllll II) 1',ldl.JHl1flt Y Il)l/lll'hlinfl wJlh/lIlIIIlIlM. You I1UII1I, 1111\\I'\ltl, I\IIIMI.IIL"Y icll'lIlify IIii' 1111I111111 1I11l1ll1l11lH'llllIIymLll1t 1Ih1llh ,llIIlhul,lhh.lo (',II h L'lIIphlyt'tIItUlIIKllt, I, . Il.""rtl~M 111. /"Iorinl." )nl. 01 Wllhhol,litlH' You mu'IIl'''o~ Ih. 1111\'11nl.lrlIII. III wlthholdltlR wl1m 'l'tlltl~M th.. pnym.~t, I h.. I1l1)'1nt..k1nlP nI wllhh.lrlltlM I"h.. dnt. on whkh n.nnutll wn. wlthlw/rllmm Ih. .mploy",,'. WIIM.', Y<lu "MIIUltlpll' with 1111' I.IW <1111". IlIJ/l' II' Ihl! (Im/lII)~I't,.tJollfjMcH'b plll1lllhJl flllh 1IIII"lIIpioyllll'1l1 \.\'lIh Il'~l"'t 1 It) 1I1l1 IInH' I)lIIhlcl" \.\Hhlll whh h yUU ItlllllllmpllllllL'fll IIw wllhlll)ldl/lK emlt', dnd ("'\\011,,1 Ilw 'l\JPIII"1Ihl~'II\L1nlll. .... (fIlpll}~'(l(l/( )hllMnt wllh Mulll,Jhl SUP11I1I11lold11lKll: Illhllfll III nUIlt' IIhUllllUI ()lIh',INlIllt l'IU WUhhnhJ hlfunlll (lit SUIJfJo,t ,IK.llf1bllhlfrll'llIpluYI'jl/llhIIKl)r 111111 YIHJ 1111'lIIhlhl.. hllllll10r IIII IlUlllullt ()l1hII/Nl)linl~ Ihll' 10 1;1"lILlr,llur SllIllJ wllhhuhllnK Ilmll!i, YIIU mUlIl folio\\' 11lL' 111\" IJllIw ~I,II.. nll-'lIlpll)Yl'l"b!nhllKcH't. IIIIIl( IIMI pl.H IIO( 1'lllfJloyllll'111. YOIlIllIIl-1 hllnm 1111 OldllllJNulkJlII Il) IhL' Mf1-'i1IL'sl 1');h'lll jltl!lhJbll'. (Slll' "1) 1)(>low) 5. Tllll11hhlUOn NOlilk,llhm: You mU1l1 prol1lptly lIollly Ilw RII(llll't-li/lK AKIII1( Y y.,11l'11 till' 1"lllllloYI)('/nbIiKor h'l flo 11)11I~l!r wondl1K (or yOU, P/l",lfll! plnvllIl)lhl" In(ofllltltlon /tllllJII~hl(' 1111" /llltllll ,I (Opy o( Ihlb Onlll'INullnl It) Ihl' AKl'lll"y uh!lllllil'tllJlllow, WITIIIIOI.mR'S ID: 23;117;1;1990 EMPLOYEE'SIOIII.I(;OIl'S NAME: ROIlEVrU\R. IULI,ll1M ",,- EMPLOYEE'S CASE IDlNTII'IEII: 69400~J DAn or SLPAllMION, LAST KNOWN /IOME ADD/lESS: NEW EMPLOYEll'S NAMUA!JllIHSS: (l. lump Sum P.lynwlll!l: Yuu 11M)' bL' nlCj\Jltllfllo IlllHHt ,md wllhhold (mill lump "umIMymL'nlb "Ulh lib honUhl1i, (onllnlulonb, or MWerllllce PdY. If you h,IV(I,lIlY qUllblloll't .lhOLJIIUlI1p hum IhlYf11L'nh, (0111,1111111' I'l'rHJI1 or .Iulhnrlly IJIllow, 7. 1I.lblllly: I( yuu (dillo wlthhnlcllll(UI11I' lib tlw Onh)r/Nl)tln~ dlrl'dti, ~'mJ .uti li,lhll' (or holh IIll' i1fful1lul.IIl't1 i11l1uunl you !'thould Ihlve wllhl1l'ld (rumlhl" (l/l1ploYl'tljohIlKor'b Inronw .lI1d tJllll'r pl"'htltll'\i bel hy Pllnn~yl\',II1I,1 Stlllll 1,lw. PLlIlIl!lylvillll.1 SI.II... IdW govum5 unl(lfis 111(1 obllKor III Pll1plOYlltf in i1llollwr SI.II(I, In whlrh r.I!illllllll,IW lit till) SI.llll In whkh Iw or bill' III lllllploYl.fI Kovrmli, 8. Anti-c.lI!tcthnlr,alloll: You .Im fiUbJprlln IJ (lUll dllll)nlllnud unc!l"r SI,lIlJ ',)\.\1 (or dl~(hMKIIlH ,1I11'I11ploy(l(l/ohIlHc>r (rom employmenl, w(uliing 10 employ, or laklnK cllllllplln,lry Illllon d~dinlll ill\y t'f11IJ1oYt'l,f()I)ligor 1)('(illJhe o( IlliUpport wllllholdinK, f)LlllntlylViJllhl Sidle law governs unlefilt tlw ohllKor III PI1lIlIO}'llfl llllUltIt!wr Sl,lll', In v.hlrh ['.1"'l)llll' 1,lw of the St,ll(l In whkh he or !ihe is ,'mploy"d H<lwm" 9.' WilhllOldll1K llmll!i: YUIJ IlldY not wllhhold mom thilll till' It.!t!lllr 0(: I) IhllltnlOLJfll!llllloWl'tll)y 11ll' r-ederlll COfl!iU01l.'r Crl'dlt Protection Act {15 U,S.c. 9 I ()7) (b)l: or J) Ihl~ ilmOlJnl!i IllIuw{l(1 hy thl' SI.IILlo! t1w I'rIllllnYlll"vohIlKor'b prillcllltll pl.KO of emIlIIJYIllL'IlI. TilL" FL'deralUmll iJppllLlIi to Ilw dIUV'L'Killl' dibl)l)!Ii1bll) Wl't'kly l'oIfnlng!l 'ADWEl. ADWE h~ tllL' I1t~t II1(onw Il'II afler IIldking f1ldlld,llory dtltlu(tlom buch l)1i: 51.'1(', hlttNill, IrK,.1 t.llill~; Soddl ~l'(utHy IIHil'''; IIIHI Mlltllt-iJr(ll.l);(lh. 10, 'NOTE: If you or your .IK"tll ,Ir,' M'rwd Wllh.1 ropy of Ihh ord,>r In 111l' ,IJh' IIhlll>>ul'd 111<' ordl'r, you Jr<> 10 follow Ihe IJW of 111<' .IJle IhJII>>u,'d this order with rl"pl'rllo 111<'''' i1.'m., Requl'.lInK AKl'nry: DOMESTIC REI ATlONS SECTION 13 N, HANOVER sr P,O, BOX 320 CARLISLE PA 17013 If you or Yl,ur "Illployel'/ohIlKor h.lVl' .my quesllon., mnl.1<'1 _, WACE ArrACHMENr UNIT hI' 1..I"pho/1(' .11 (7171240.6225 or hy FAX ,It lllZl.240.6241l or hy Inh'rrll'l aD Servlre Typl' M P.IKl' 2 of J. Form E N.02R Work"r ID $IATT 1111\11"1) H',;n II I ~~ "'1II~111~\ Il~h' 'II ll.n" I' "'. ,... ')>. i<' It; /.,. I"~ ~.. L~'; i ".1,,'; J~.S , , ~':: }""j I'" .. I.h, .,I;:} jll' , ) , If') ,.(,;1 '''I "J ~ ; ',!!!iu 1": '''It,) '.1. ..: dqf'l.. I ~. ~' n'i '" t. r.iJ "~, (, h It I, l , , , it 'I. , " , , " il it ", L ., . , ,J Ii! .1'11 " " " ii , , .' " , , , , \;1 "\1 IJ J J/ I: " Ii , ' " it " , , ,i I it 'I , .1,'1 , , 'I I' , '1, 1 I, 'I, ,I if " .,' ,ii " II! ,I 'I I I, " Ills Ihe responslbllll)' or Ihe ^11~rnol~ Po)'e~ 10 k~~p 0 ~um:nl 010111111& IIddrm 011 0I1l with SERS 1I111111imes. 7.11. The marital prop~lt)' COlllpllllcnt of M~lllb~r'~ r~tlr~lll~nl b~l1~nl ~qllols: (I) Ih~ Coverlllr~ Froclur~ l11uhlpll~d b)' (2) th~ M~lllh~r's r~tlr~m~nt clllcullllcd b)' USllllllh~ M~lllb~r's I1nulllw!"ug~ ~ulur)' on Jun~ II. Jl)<J6 (Ih~ dOI~ of ~~pllrUllol1) In81elld orlh~ M~lllb~r'~ ucluul I1nul sulu!")'. b. Th~ Cov~rtur~ Frucllon Is u frucIlllIl with u vuluc less thun or equulloon~. Th~ nUlllllrutor I~ the UI1111unt of Mcmh~r's service us del1ned b)' SERS, for Ihc pcrlod of lime frolll Jul)' 28.1973 (dulc .)fmurrlugc) to June II. 1996 (dule ofsepurullon). The denolllll1ulOr Is Ihe totul umounl of M~mber's scrvlc~. us del1ned b)' SERS. on the elr~ctlvc dut~ of MClllber's rctirelllent. c, SlxI)' percenl (60%) oflhe murltal properl)' componenl of Mcmber's rellrelll~nl b~nel1tl~ 10 be ulloculcd t.)lhe Allernute Pu)'ee os hcr equitable dlstribullon portion of Ihls 1Il1lrltul asset. 8. Mcmb~r's retlremcnt benefit Is del1ned as ulll110nles puld 10 or on b~hulf of Member b)' SERS,lncludlng atl)' IUlllp sum wllhdrnwuls or schedul~d or ad hoc Increases but excluding the dlsublllt)' portion of un)' disubllit)' annul lies puld to Mcmber b)' SERS us u resull of a dlsabllllY which occurred belllre Ihe M~mbds murrlage or uncI' the dUle of s~purulion. Memb~r's relir~m~nt b~n~111 docs nOI includ~ an)' def~rred compensallon benefits paid to Member by SERS. The equitable distribution portion oflhe murltul property component of .2. Member's retlrc:nwnt benefit, n~ 6el forth In Pnrugrnph 7, 6hnll be pnyuble to Alternate: Puyee und shnll comme:nee n6 soon n6 admlnI6Irutlwl)' leu61ble on or aboulthe uute thl! Member netually enters pny stutus nnd SERS upprovc:s a Dome6tlc Relntlon6 Order lncorporatlnllthl6 Stlpulutlon and Agreement, whichever Is lutcr, 9. Mc:mber hcreby nomlnutcs Altcrnute "u)'ec us unlrrevucublc bcnel1clnry to the extent of Alternate Puyee's equltublc: distribution purtlonln Mcmber's retlrcmcnt bc:nelll for uny ucuth bc:nc:llts poyublc: by SERS, This nominution shull becomc cffectlve upon upprovul by the Secretnry of the Retirement Bourd or his ulllhorlzed reprcsclltntlw, or un)' Domestic Relutlons Order Incorporutlng this Stipulation and Agrecment. Thc bulunce of un)' deuth benellt remulnlng ntter the lI11ocatlon of Alternate Payee's equitable distribution portion ("Balance") shall be pnld to the benellciories named by Member on thc last Nomination of Bcnctlclurles Fomlllled with the Retirement Board prior to Member's death, (0) [fthe last Nomination of Beneficiaries Form t1Ied by Member prior to Member's death (a) predutes UIlY approved Domestic Relutlons Order incorporating this Stipulation und Agreement; and (b) numes Altcmute Payee as u beneficiury, then: (I) the terms of the Domestic Relations Order shull alone govern Alternute Payee's shure of any death benellt, und (2) for purposes of paying the Bulance viu the lust Nomination of Beneficiaries Form t1Ied with the Retirement Board prior to Member's death, Alternate Poyee shull be treated as If Alternate Payee predeceased Member. No portion of the Boluncll shall be payoble to Alternate Payee's estate, .3. (b) III addition, Member 6hull ellecutc and ucllwr to Altcrnnte Puyee nn uUlhorlzntlon, III u lorm aeecptablc tll SEl~S, which will uuthorlze SERS tll rclcusc 10 Alternule Puyee nil relevuntlnformution conccrnlng Mcmbcr's retlrcmcnt accllunt, Alternutc I)ayec 6hull dcllver the uuthorlzutlonto SERS which wlllnllow thc Alternlltc Puycc tll check thut6hc: hus beC:1l and cOlltlnucs to hc propcrly Ilomlnntcd undcr this purugruph, 10, Thll tcrmllnd um'lUnts of Mcmbcr's rctlrcmcnt bcncllts pu)'uble to thc Alternute Puyell uncI' SERS upproves u Domestic Rclutlolls Ordcr Inc'lrporutingthls Stlpulutloll und Agrecmentls dllpcndcntupoll which opllon is selcctcd h)' Mcmbcr uponrctircmcnl. Mcmbcr und Alternate Puycc ellprcssly ugr\'c thut Membcr shull sclcctllny rctlr~mcllt option offered by SERS undcr thll RCllrcment Codc utthc tlmc Mcmbcr Illes IIn Appllcutlon till' Rctlrcmcnt Allowancc with SERS, II, Alternate PU)'cc: IllU)' not cllcrclsc 1111)' right, prlvilcgc or option offercd by SERS, SERS 6hulllssuc Indivlduultall limlls to Mcmhcr und AItCrtHllC Puyec for umounts paid to both, 12. [nthc cvent of the dClllh of Altcrnlltc Puycc prior to rccelpt ofuil ofhcr puyments puyable to her fro III SERS undcr this Ordcr. un)' dcuth hcncfit or rctircmcnt hcncllt puyublc to Alternate Puyce by SERS shull bc pllld to Altcrnatc Puycc's Estutc to thc elltentof Alternatc Payee's equituble distribution portion of Member's rctlrcmcnt bcnefit us set forth In Purugrupbs 7 through 9, 13. In no event shull Allcrnrllc Payec huve Ilrcuter bencllts or rights other than those which ure available to Member. Alternatc Payee Is not entitled to nn)' benellt not otherwise .4. , , provld~d by SgRS, The Altcrnut~ Pu~ee 15 only ~ntl1led tll th~ 6peclllc be,lellts oO'c:red by sm~s us provlued In this Order, All othcr rlllhtK, prlvllellllN und llplluns llll'crcd b~ SERS not IIrulllcu tll Alt~rnllte puyee by this Orucr urc prescrved till' Mcmbcr. 14, It 15 specificull~ Intcndcd 1I1ld lIllrccd by the purtics hcrl~tllthut this Ordcr: (n) docs not rcquirc SERS tll pl'Uvldc UIlY typc llf bcnel1t, or llptlon, notothcrwlse provided ulldcr thc Rctirement Codll: (b) dlles Ilot rcqulrc SERS to pl'llvldc Illcrcuscd bCllel1ts (dctcrmincd onthc basis of Ilctuurlul vulue) ulllcKK Illcrcuscd bl1llcl1ts urc puld to Mcmber bUKcd upon cost of IIvilll! or Increases bUKed on othcr thall uctuurlul vulucs, IS. Thc purtlcs Intcnd und lIgrct) tlml thc tcrms of this Stlpulutlon und Agreemcnt shull be Ilpprovcd, udopted ulld cntcred us u DomcKtlc I~elutlolls Ordcr, 16, The CourtofConullolll'lcus llfCumberlulld Coullty, PCIlIlK~lvuniu, shall reluin Jurisdiction to umcnd UIlY Domcstlc Relutlolls Ordcr Illcllrporutlngthls Stlpulutlollulld Agreement, but only till' thc purposc of eKlubllshlllg it or mullltullllng it us u Domcstic Relullons Ordcr; provided, however, thut 110 such umclldmellt slullI rcqulre SERS tll providc UIlY type or fonn ofbenellt, or uny opllollllut othcrwisc provided by SERS, alld furthcr provided that no such umendmcnt or right of the Court to so umclld will illvalldutc this cllistlng Oruer, 17, Upon cntry us u Domcstlc Rclutlons Ordcr, u ccrtil1cd copy of thc Domestic Relutlons Order und this Stlpulutioll und Agrecment ulld allY allclldulll documents shull be served upon SERS immcdiutcly. The Domcstlc Rclatlons Ordcr shall luke effect Immediately upon .5. I, I, , , , , t'" , , , " " 1'1 , I , , , " " " i I , , , f' , , , " , , ,I ~IF , ;'1 lV , .II , " ~ri " \ !~' " I' , " ll;l:, , , 'IL 1" , -:1 Hi ~ , " (,. ..It' Q " ',r' r'\, 'i I "~"~ '" ' I ry' ~,I 'I' i , , \ :\, " I. , , , , ,- , ''; Ii:' )'. 's'i .' , ".d t ..... I 1; I" l~ ill ' ~ :'J " , I, " - ..i' ')~ I " , - j") ~.. , , h ~ l'. ( I I' J II /, 'I'~ Il.. t.:l jj' 'J "\I '-J '\ " I I " " , , , , " \ , , I, " , 'II " j! " , , , , " "I , " " ,I " " 'I " .. , I , I I' I " " I " I , , " , , .. After the Alternate Payee's Separate Plan Account Is established, the Alternate Payee shall dlrectlnvestl11ent of his/her Separate Plan Account according to the Plan's pravlolons and procedures, The Alternate Payee's Separate Plan Account shall not receive an ollocallon of any contrlbullons or credits made by the Participant or any employer, Once the Alternate Payee's Separate Plan Account Is established. I.he Alternate Payee becomes enlltled to a Distribution of his/her Separato Plan Account. The Allernate Payee may elect any Distribution and Payout Option that meets all requirements of the Plan, To elect a Distribution, the Alternate Payee shall file with the Service Provider a written claim according to the Plan's provisions and procedures, Any rights not pBld before the Alternate Payee's death shall be lIvallable to the duly appointed and then-currently serving Personal Representative of the Alternate Payee's estate, On and after the date of establishment or the Alternate Payoe's Separate Plan Account, the Participant shall have no further right or Interest In the portion of Participant's Plan Account that Is properly directed to the Alternate Payee's Separate Plan Account; and the Allernate Payee shall have no right or Interest In the portion of the Participant's Plan Account that Is not directed to the Allornate Payee's Separate SAIDIS SHUFF, FLOWER Plan Account. & LINDSAY ArroaNtVfi'Al~ 16 w, lUsh 1"", Nothing In this Order shall restrict the Participant's rights to obtain a Dlstrlbullon C",II.lo, PA under the Plan ai' to doslgnate a Beneficiary under the Plan with respect to the portion of his/her Plan Account other then the Alternate Payee's Separate Plan Account. 3 .. SAIDIS SHUFF. FLOWER III LINDSAY Am"'VJ'A'r"A~ 16 W. III~h filrr'l C,ullllt, PA ~ Nothing In this Order states any provlslol1 concerning either party's tax treatment, and nothing In this Order directs any person's tax reporting or withholding, Each of the Participant end the Alternate Payee affirms that the Bervice Provider has not given him or her any tax advice or any tax Information other than the notice described In the following paragraph, The Alternate Payee affirms his/her recalpt of the notice given as Pages 5.11 following this Order, G L The Plan Administrator and the Service Provider and any person subject to the direction of either of them shall not apply any provision that would require the Plan Administrator or the Service Provider to compute the amount to be directed to the Alternate Payee's separate sub.Accountln a manner not readily determinable by the Service Provider according to Its currently avellable records and without regard to any records for any accounting period that Is an account stated or otherwise sellled by the application of the Plan, When establishing the Alternate Payee's Separate Plan Account, the Plan Administrator shall first redoem amounts pro rata from all Investment options other than life Insurance hl3ld for the Participant's Plan Account, and shall redeem amounts from a life Insurance contract only If necessary to obtain the amount that this Order provides for the Alternate Payee, 4 SAlOIS SHUFF, FLOWER & LINDSAY ftl11"'I<<\1'^T~~~ 16 W. III&h Sum C"lItl"I'A The Plan AdmlnlBtrator Bhall not allocate any portion of e participant loan receivable to the Alternate Payee'B Separate Plan Account. If the Alternate Payee receives a Confirmation or Account statement that Bhows the amount of the Participant's Plan Account directed to the Alternate Payee's Separate Plan Account and the Alternate Payee does not object within the time specified by the Plan for objections to an Account, the amount provided Is an account stated as to the Alternate Payee to the fullest extent provided by the Plan and further shall be a correct division consistent with this Order, The Alternate Payee's Separate Plan Account shall bear all fees and expenses as though the Alternate Payee wero a Participant. This Order cannot require this Plan to provide Increased Deferred Compensation. Any Distribution to the Alternate Payee becomes available only upon the Alternate Payee's written claim made to the Plan Administrator or the Service Provider. This Order shall not require this Plan to provide any type or form of benefit or any option not otherwise provided under this Plan, Any provision of this Order that would have the effect or requiring any Distribution to or Separate Plan Account for an Alternate Payeo of Deferred Compensation that is required to be paid or payable to another person under any other court order Is void, Any provision In this Order that relates to any employee benefit plan other than the Plan is void, Without limiting the comprehensive effect of the preceding sentence, 5 ORDERMOTICE TO WITHHOLD INCOME FOR SUPPORT % - 4'Z53 CIV i Q QriginalOrderlNotice State: Commonwealth of Pennsylvania Co./City/Dist. of: CUMBERLAND Q Amended Order/Notice Date of Order/Notice: 05/19/11 O Terminate Order/Notice Case Number (See A en um or case summary) Q One-Time Lump Sum/Notice Employer/Wiithholder's Federal EIN Number STATE EMPLOYEES RETIREMENT SYS STE 150 30 N 3RD ST HARRISBURG PA 17101-1726 RE: ROSEVEAR, WILLIAM E. Employee/Obligor's Name (Last, First, MI) 174-38-2294 mp oyes igor s social Security um er 6940000023 mp oy igo s ase entt er (See Addendum lbr plaintiff names associated with cases on attachment) Custodial Parent's Name (Last, First, MI) See Addendum for dependent names and birth dates associated with cases on attachment. ORDER INFORMATION: This is an Order/Notice to Withhold Income for Support based upon an order for support from CUMBERLAND County, Commonwealth of Pennsylvania. By law, you are required to deduct these amounts from the above-named employee's/obligor's income until further notice even if the Order/Notice is not issued by your State. $ 0.00 per month in current child support $ 0.00 per month in past-due child support $ 0.00 per month in current medical support $ 0.00 per month in past-due medical support $ 1,400.00 per month in current spousal support $ 0.00 per month in past-due spousal support $ 0.00 per month for genetic test costs $ 0.00 per month in other (specify) $ one-time lump sum payment for a total of $ 1,400.00 per month to be forwarded to payee below. (--, QC) s no' --4 rn@ z =-%I rili= 'O rr. ©t O Zp ate You do not have to vary your pay cycle to be in compliance with the support order. If your pay cycle does not match the ordered support payment cycle, use the following to determine how much to withhold: $ 322.19 per weekly pay period. $ 700.00 per semimonthly pay period (twice a month) $ 644.38 per biweekly pay period (every two weeks) $ 1,400.00 per monthly pay period. REMITTANCE INFORMATION: You must begin withholding no later than the first pay period occurring ten (10) working days after the date of this Order/Notice. Send payment within seven (7) working days of the paydate/date of withholding. You are entitled to deduct a fee to defray the cost of withholding. Refer to the laws governing the work state of your employee for the allowable amount. The total withheld amount, and your fee, cannot exceed 55% of the employee's/ obligor's aggregate disposable weekly earnings. For the purpose of the limitation on withholding, the following information is needed (See #9 on page 2). Pennsylvania law (23 PA C.S. § 4374(b)) requires remittance by an electronic payment method if an employer is ordered to withhold income from more than one employee and employs 15 or more persons, or if an employer has a history of two or more returned checks due to nonsufficient funds. Please call the Pennsylvania State Collections and Disbursement Unit (PA SCDU) Employer Customer Service at 1-877-676-9580 for instructions. PA FIPS CODE 42 000 00 Make Remittance Payable to: PA SCDU Send check to: Pennsylvania SCDU, P.O. Box 69112, Harrisburg, Pa 17106-9112 IN ADDITION, PAYMENTS MUST INCLUDE THE DEFENDANT'S NAME AND THE PACSES MEMBER /D (shown above as the Emp/oyeel0bligor's Case Ider; ) O%SQCIAL SECURITY NUMBER IN ORDER TO BE PROCESSED. DO NOT SEND CASp4 BY11iWAJL. BY THE COURT: Service Type M Arrears 12 weeks or greater? OMB No.: 0970-0154 Form EN-028 Worker ID $OINC ADDITIONAL INFORMATION TO EMPLOYERS AND OTHER WITHHOLDERS If checked you are required to provide a copy of this form to your employee. If your employee works in a state that is different from the state that issued this order, a copy must be provided to your employee even if the box is not checked. 1. Priority: Withholding under this Order/Notice has priority over any other legal process under State law against the same income. Federal tax levies in effect before receipt of this order have priority. If there are Federal tax levies in effect please contact the requesting agency listed below. 2. Combining Payments: You can combine withheld amounts from more than one employee/obligor's income in a single payment to each agency requesting withholding. You must, however, separately identify the portion of the single payment that is attributable to each employee/obligor. 3.* Reporting the Paydate/Date of Withholding: You must report the paydate/date of withholding when sending the payment. The paydate/date of withholding is the date on which amount was withheld from the employee's wages. You must comply with the law of the state of the employee's/obligor's principal place of employment with respect to the time periods within which you must implement the withholding order and forward the support payments. 4." Employee/Obligor with Multiple Support Holdings: If there is more than one Order/Notice to Withhold Income for Support against this employee/obligor and you are unable to honor all support Order/Notices due to Federal or State withholding limits, you must follow the law of the state of employee's/obligor's principal place of employment. You must honor all Orders/Notices to the greatest extent possible. (See #9 below) 5. Termination Notification: You must promptly notify the Requesting Agency when the employee/obligor is no longer working for you. Please provide the information requested and return a copy of this Order/Notice to the Agency identified below. 0574100093 THE PERSON HAS NEVER WORKED FOR THIS EMPLOYER: O THE EMPLOYEE/OBLIGOR NO LONGER WORKS FOR: O EMPLOYEE'S/OBLIGOR'S NAME: ROSEVEAR WILLIAM E. EMPLOYEE'S CASE IDENTIFIER: 6940000023 DATE OF SEPARATION: LAST KNOWN HOME ADDRESS: LAST KNOWN PHONE NUMBER: FINAL PAYMENT AMOUNT: NEW EMPLOYER'S NAME/ADDRESS: 6. Lump Sum Payments: You may be required to report and withhold from lump sum payments such as bonuses, commissions, or severance pay. If you have any questions about lump sum payments, contact the person or authority below. 7. Liability: If you fail to withhold income as the Order/Notice directs, you are liable for both the accumulated amount you should have withheld from the employee/obligor's income and other penalties set by Pennsylvania State law. Pennsylvania State law governs unless the obligor is employed in another State, in which case the law of the State in which he or she is employed governs. 8. Anti-discrimination: You are subject to a fine determined under State law for discharging an employee/obligor from employment, refusing to employ, or taking disciplinary action against any employee/obligor because of a support withholding. Pennsylvania State law governs unless the obligor is employed in another State, in which case the law of the State in which he or she is employed governs. 9.' Withholding Limits: You may not withhold more than the lesser of: 1) the amounts allowed by the Federal Consumer Credit Protection Act (CCPA) (15 U.S.C. 1673 (b)); or 2) the amounts allowed by the State or Tribe of the employee's/obligor's principal place of employment. Disposable income is the net income left after making mandatory deductions such as: State, Federal, local taxes, Social Security taxes, statutory pension contributions and Medicare taxes. The Federal limit is 50% of the disposable income if the obligor is supporting another family and 60% of the disposable income if the obligor is not supporting another family. However, that 50% limit is increased to 55% and that 60% limit is increased to 65% if the arrears are greater than 12 weeks. If permitted by the State, you may deduct a fee for administrative costs. The support amount and the fee may not exceed the limit indicated in this section. Arrears greater than 12 weeks: If the Order Information does not indicate whether the arrears are greater than 12 weeks, then the employer should calculate the CCPA limit using the lower percentage. For Tribal orders, you may not withhold more than the amounts allowed under the law of the issuing Tribe. For Tribal employers who receive a State order, you may not withhold more than the lesser of the limit set by the law of the jurisdiction in which the employer is located or the maximum amount permitted under section 303(d) of the CCPA (15 U.S.C. 1673 (b)). Depending upon applicable State law, you may need to take into consideration the amounts paid for health care premiums in determining disposable income and applying appropriate withholding limits. 10. Additional info: *NOTE: If you or your agent are served with a copy of this order in the state that issued the order, you are to follow the law of the state that issued this order with respect to these items. 11. Send Termination Notice and other correspondence to: DOMESTIC RELATIONS SECTION 13 N. HANOVER ST P.O. BOX 320 CARLISLE PA 17013 If you or your employee/obligor have any questions, contact WAGE ATTACHMENT UNIT by telephone at (717) 240-6225 or by FAX at (717) 240-6248 or by internet www.childsugport.state.pa.us Service Type M OMB No.: 0970-0154 Page 2 of 2 Form EN-028 Worker ID $OINC ADDENDUM Summary of Cases on Attachment DefendanVObligor: ROSEVEAR, WILLIAM E. PACSES Case Number 441000025 PACSES Case Number Plaintiff Name Plaintiff Name PAULETTE K. ROSEVEAR Docket Attachment Amount Docket Attachment Amount $ 0.00 96-4253 CIVIL $ 1,400.00 DOB Child(ren)'s Name(s): DOB Child(ren)'s Name(s): PACKS Case Number PACKS Case Number Plaintiff Name Plaintiff Name Docket Attachment Amount Docket Attachment Amount $ 0.00 $ 0.00 Child(ren)'s Name(s): DOB Child(ren)'s Name(s): DOB PACKS Case Number PACKS Case Number Plaintiff Name Plaintiff Name Docket Attachment Amount Docket Attachment Amount $ 0.00 $ 0.00 Child(ren)'s Name(s): DOB Child(ren)'s Name(s): DOB Service Type M Addendum OMB No.: 0970-0154 Form EN-028 Worker ID $OINC r. r't ^FF. r ? 7 rF? r is ?'. -••.i j_j r•n# 3 m 5 Keith O. Brenneman, Esquire Snelbaker & Brenneman, P. C. 44 West Main Street Mechanicsburg, PA 17055 717-697-8528 Attorneys for Plaintiff/Petitioner WILLIAM E. ROSEVEAR, Plaintiff V. PAULETTE M. ROSEVEAR, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 96-4253 CIVIL TERM CIVIL ACTION -LAW PLAINTIFF'S PETITION TO MODIFY EXISTING ALIMONY OBLIGATION Plaintiff William E. Rosevear, Petitioner herein, by his attorneys, Snelbaker & Brenneman, P. C., submits this Petition to Modify an existing alimony obligation and in support thereof states the following: 1. Petitioner William E. Rosevear is an adult individual residing at 645 Marlow Drive, York, Pennsylvania 17402. 2. Respondent Paulette M. Rosevear is an adult individual residing at 12 North Corporate Street, Newville, Pennsylvania 17241. 3. On December 18, 2001 the parties to this action entered into an agreement before the Divorce Master of Cumberland County whereby they stipulated and agreed to the resolution of LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. the economic issues between them with respect to their divorce. A true and correct copy of the agreement entered into and executed by the parties December 18, 2001 (the "Agreement") is attached hereto and incorporated herein as "Exhibit A". 4. Pursuant to the terms of the parties' Agreement, Plaintiff agreed to pay Defendant alimony in the amount of $1,400.00 each month effective January 1, 2002. (See Agreement, Exhibit A, p. 4, Paragraph 3.) 5. The parties' Agreement with respect to Plaintiff s alimony obligation to Defendant was specifically agreed by the parties to be modifiable. Paragraph 3 of the parties' Agreement provides in relevant part as follows: It is understood between the parties that the alimony arrangement as entered is modifiable and subject to modification upon a showing of changed circumstances of a continuing and substantial nature. (Agreement, Exhibit A, p. 4.) 6. The parties were divorced by Decree in Divorce dated and entered December 28, 2001 in this action. 7. Since January 1, 2002, Plaintiff has paid Defendant alimony in the amount of $1,400 each month and continues to do so. 8. At the time of the parties' divorce, Plaintiff was an employee of the Commonwealth of Pennsylvania and participated in the State Employees Retirement System ("PSERS"). 9. As part of the economic resolution of the parties' divorce, Defendant received pursuant to the Agreement 60% of Plaintiffs PSERS retirement benefit based upon the applicable coverture fraction. LAW OFFICES SNELBAKER EC -2 BRENNEMAN, F.C. 10. On April 8, 2011 Plaintiff, at the age of 64, retired from the position of Park Operations Manager at Gifford Pinchot State Park with the Commonwealth of Pennsylvania after 37.5 years of employment with the state of Pennsylvania. 11. As a result of Plaintiffs retirement, Plaintiffs income has greatly diminished, although his alimony obligation to Defendant continues and Defendant now receives in addition to alimony income from her portion of Plaintiffs PSERS benefit, retirement income from prior employment and now Social Security. 12. Plaintiffs retirement and resulting substantial decrease in income constitute a change of circumstances of a continuing and substantial nature for which his alimony obligation under the Agreement should be eliminated or greatly reduced. 13. Matters involving this action were last decided upon by Judge Edgar B. Bayley. Judge J. Wesley Oler, Jr. prior to Judge Bayley issued the Decree in Divorce on December 28, 2001. 14. It is believed that Defendant's counsel of record, Carol J. Lindsay, is retired from the practice of law. It is also believed that since this Petition requests reduction in Plaintiffs alimony obligation to Defendant, Defendant does not consent to the relief requested in this Petition. WHEREFORE, Petitioner requests this Court to: A. Eliminate Petitioner's alimony obligation; B. Establish a hearing date for purposes of hearing evidence on the matters raised in this Petition; and LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. -3- C. Grant Plaintiff such other and additional relief as is appropriate under the circumstances. By: SNELBAKER & BRENNEMAN, P.C. Keith O. Brenneman, Esquire 44 West Main Street Mechanicsburg, PA 17055-0318 (717) 697-8528 Date: June 10, 2011 Attorneys for Plaintiff/Petitioner William E. Rosevear LAW OFFICES SNELBAKER EC -4 BRENNEMAN, F.C. VERIFICATION I verify that the statements made in the foregoing Petition 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. William E. Rosevear Date: ?r, - LAW OFFICES SNELBAKER & BRENNEMAN. P.G. WILLIAM E. ROSEVEAR, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA Vs. PAULETTE M. ROSEVEAR, Defendant THE MASTER: NO. 96 - 4253 CIVIL IN DIVORCE Today is Tuesday, December 18, 2001. This is the date set for a Master's hearing in the above captioned divorce proceedings. Present in the hearing room are the Plaintiff, William E. Rosevear, and his counsel Keith 0. Brenneman, and the Defendant, Paulette M. Rosevear, and her counsel Carol J. Lindsay. This action was commenced by the filing of a divorce complaint on July 26, 1996, raising grounds for divorce of irretrievable breakdown of the marriage. Counsel indicated that they are going to provide the master affidavits of consent and waivers of notice of intention to request entry of divorce decree signed and dated by the parties today. The Master will file the affidavits and waivers with the Prothonotary and the divorce can conclude, therefore, under Section 3301(c) of the Domestic Relations Code. On August 12, 1996, a counterclaim was filed raising the economic claims of equitable distribution, alimony, alimony pendente lite, and counsel fees and costs. The Master has been advised that the parties have reached EXHIBIT A 1 an agreement with respect to the outstanding economic issues which is going to be placed on the record. Previously we appeared in these proceedings for a hearing on May 11, 2000. The testimony was not completed at that time and there is a statement following the testimony that was offered that day as to what needed to be addressed in order to proceed with the issues in the case. There were also, on that date, stipulations placed on the record. After review today with counsel of the status of the case with respect to the agreement, we are going to disregard the previously stated stipulations inasmuch as the agreement that is going to be placed on the record will cover all of the issues that were raised and all of the remaining issues that are now being resolved by the agreement. The agreement as placed on the record will be considered the substantive agreement of the parties not subject to any changes or modifications except for correction of typographical errors which may be made during the transcription. The agreement is going to be transcribed and then will be communicated to counsel. Counsel will have an opportunity to review the agreement for typographical errors, makes any corrections as required, and then ask the parties to affix their signatures affirming the terms of settlement as stated on 2 the record. It is specifically noted that there can be no substantive changes made to the agreement; that the parties, after they leave the hearing room today, are bound by the terms of the agreement as stated on the record. After the Master has received a completed agreement he will prepare an order vacating his appointment and counsel can then file a praecipe transmitting the record to the Court requesting a final decree in divorce. The parties were married on July 28, 1973, and separated June 11, 1996. The parties are the natural parents of two emancipated children. Mr. Brenneman. MR. BRENNEMAN: 1. The parties have agreed that the wife, defendant, shall receive 60% of the marital estate and will be allocated 40% of the marital debt. In order to effect that agreement husband will transfer from his Pennsylvania Deferred Compensation account the sum of $14,000.00 to wife by a QDRO. In all other respects, the property that is in the possession of the parties at this time shall remain their own property. 2. The parties also agree that they will enter into a stipulation QDRO in a form agreeable to counsel and PSERS giving wife 60% based upon the applicable coverture fraction. Husband agrees that in that stipulated QDRO he will make no election as to which option he will be taking at the time of his retirement. Language in the stipulated QDRO may indicate that husband may select any retirement option offered by PSERS under the retirement code at the time husband files application for retirement allowance with PSERS; that provision notwithstanding, the parties agree that at least six (6) months prior to husband submitting his application for retirement allowance, that they will in good faith attempt to agree between themselves as to which option will be elected by husband for his retirement. If they cannot mutually agree as to which option will be elected, the parties agree that the Court will retain jurisdiction for purposes of resolving that 3 issue and establishing an option election. Husband agrees that he will not make an election unless there is an agreement between husband and wife for an election or until the-Court resolves that issue between that parties and an election is established. It is specifically understood by the parties after discussion off the record that nothing in the election which husband shall make to establish the Domestic Relations Order shall predispose the Court as to the ultimate election he does make but such election is made only as a necessity to the entry of a DRO initially. If the parties cannot agree on an option for retirement, and it is stipulated between them that they would desire the Court to take into account the parties' present circumstances at that time. Husband agrees that wife shall be the beneficiary under his PSERS pension to the extent of her interest as agreed to in this stipulation agreement until such time as the QDRO is entered. In the event husband is entitled to receive disability retirement benefits, it is understood that the coverture fraction will apply to those benefits as would have applied to the normal retirement benefits that he would have received after choosing one of the options upon retirement that are available. 3. Husband agrees to pay wife alimony in the amount of $1,400.00 per month effective January 1, 2002. In addition, husband shall pay wife the additional monthly amount of $200.00 for a period of 36 months commencing from the date that the first COBRA payment by wife is due and owing, which additional payment by husband to wife shall be considered alimony to wife. The alimony of $1,400.00 per month will be paid through the Domestic Relations Office. The additional sum of $200.00 per month will be paid directly by husband to wife. It being understood that in the event payment is not made by husband in terms of this agreement that that amount can become part of the payment required through the Domestic Relations Office. It is understood between the parties that the alimony arrangement as entered is modifiable and subject to modification upon a showing of changed circumstances of a continuing and substantial nature. It is also understood that the alimony will terminate upon the death of either party or upon the cohabitation or remarriage of wife. It 4 is specifically understood and noted, however, that the $200.00 payment for COBRA contribution by husband to wife shall not be included in the modifiable provisions of the alimony agreement. The termination provisions with regard to the $200.00 COBRA benefit with respect to remarriage and cohabitation will not apply; however, upon the death of either party the $200.00 contribution will terminate. 4. Each party waives any claim that they have made for counsel fees. 5. Except as herein otherwise provided, each party may dispose of his or her property in any way and each party hereby waives and relinquishes any and all rights he or she may now have or hereafter acquire under the present or 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, statutory allowance, widow's allowance, right of intestacy, right to take against the will of the other, and right to act as administrator or executor in the other's estate. Each will at the request of the other execute, acknowledge, and deliver any and all instruments which may be necessary or advisable to carry into effect this mutual waiver and relinquishment of all such interest, rights, and claims. This release is not intended to serve as a release of any statutory benefits provided by the Federal government such as social security or Veteran's benefits or as a release of those rights specifically set out by the terms of this agreement in husband's pension plan. MR. BRENNEMAN: Mr. Rosevear, you were present when the stipulation and agreement was stated on the record; is that correct? MR. ROSEVEAR: Yes. MR. BRENNEMAN: And do you understand the terms of that stipulation and agreement? MR. ROSEVEAR: Yes. MR. BRENNEMAN: And do you agree to the terms of that stipulation and agreement? 5 MR. ROSEVEAR: Yes. MR. BRENNEMAN: And do you have questions concerning that stipulation and agreement? MR. ROSEVEAR: No. MR. BRENNEMAN: And do you understand that even if the stipulation and agreement is not signed by you that you are bound by its terms? MR. ROSEVEAR: Yes, I do. MS. LINDSAY: Mrs. Rosevear, were you here while Mr. Brenneman read on the record the agreement that we reached today? MRS. ROSEVEAR: Yes. MS. LINDSAY: And did you understand what it is he put on the record? MRS. ROSEVEAR: Yes. MS. LINDSAY: And are you in agreement with those terms? MRS. ROSEVEAR: Yes. MS. LINDSAY: And you understand that your agreement here today, even though you have to sign a document into the future that you have made an agreement here today? MRS. ROSEVEAR: Yes. I acknowledge that I have read the above stipulation and agreement, that I understand the terms of 6 settlement as set forth herein, and that by signing below I ratify and affirm the agreement previously made and intend to bind myself to the settlement as a contract obligating myself to the terms of settlement and subjecting myself to the methods and procedures of enforcement which may be imposed by law and in particular Section 3105 of the Domestic Relations Code. WITNESS: Keith 0. Bren an AttoXTrey, for Pi intiff Carol;,J. indsay Attorpey for Defendant DATE: 42 -/F' X00/ r ?..? William E. Rosevear Paulette M. Rosevear 7 CERTIFICATE OF SERVICE FIRST CLASS MAIL POSTAGE PREPAID ADDRESSED AS FOLLOWS: Paulette M. Rosevear 12 North Corporate Street Newville, PA 17241 Carol S. Lindsay, Esquire c/o Saidis, Sullivan & Rogers 26 West High Street Carlisle, PA 17013 SNELBAKER & BRENNEMAN, P.C. By: /LAW OFFICES SNELBAKER EC u?4 /? BRENNEMAN. P.C. Date: :J I, KEITH O. BRENNEMAN, ESQUIRE, hereby certify that I have, on the below date, I caused a true and correct copy of the foregoing Petition to be served upon the person and in the manner indicated below: Keith O. Brenneman, Esquire 44 W. Main Street P. O. Box 318 Mechanicsburg, PA 17055 (717)697-8528 Attorneys for Plaintiff/Petitioner William E. Rosevear Wit; f-s?_ -,_ , 0 k . %) 1 1 t S. r! e % t _ tit WILLIAM E. ROSEVEAR, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA V. NO. 96-4253 CIVIL TERM PAULETTE M. ROSEVEAR, Defendant CIVIL ACTION -LAW ORDER i(r AND NOW, this day of - , 2011, a RULE is hereby issued upon Defendant to show cause, if any she should have, why the relief requested by Plaintiff in his Petition to Modify Existing Alimony Obligation should not be granted. Defendant shall file a response to Plaintiff s Petition within 2. [ days of service of this Order upon Defendant. A hearing is hereby scheduled on Plaintiffs Petition for 2011 at o'clock P.M. in Courtroom No. I of the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania. M C ?P'? ?I?yl ?pKg KeA b . &nneMA zn_ I?cw?e e ?,l . Roseueo-r LAW OFFICES SNELBAKER & ?(?,IGJt ?? `- ! - /_ BRENNEMAN, P.C. BY THE COURT: 'N Law Offices of Saidis Sullivan & Rogers 26 West High Street Carlisle, PA 17013 11 IILLIAM E. ROSEVEAR, IN THE COURT OF COMMON PLEAS Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA PIZ$ V. CIVIL ACTION - LAW N0.96-4253 i -n NULETTE M. ROSEVEAR, r Defendant IN DIVORCE DEFENDANT'S ANSWER TO PLAINTIFFS PETITION TO MODIFY 0 Xc? > Q0 -- EXISTING ALIMONY OBLIGATION n AND NOW, comes, Defendant, Paulette M. Rosevear, by and through her attorney, arylou Matas, Esquire, and the law firm of Saidis, Sullivan & Rogers, and files this Answer Plaintiffs Petition to Modify Alimony, and in response thereto avers as follows: 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admitted. 6. Admitted. 7. Admitted. 8. Admitted. 9. Admitted. 10. Defendant is without information or knowledge to respond to the allegations of this paragraph completely, however to the extent that a response is required, Defendant admits that Plaintiff is now retired from his long held position with the Commonwealth but does not know whether that was the date of his retirement. Plaintiff did not notify her of his retirement six months prior thereto, as required by the terms of the Marital Settlement Agreement. 11. Defendant is without information or knowledge to respond to the allegation that Plaintiffs income is greatly diminished; specific proof thereof is demanded at trial. It is admitted that Plaintiffs alimony obligation to Defendant should continue, pursuant to the parties' Marital Settlement Agreement. It is admitted that Defendant should receive a portion of Plaintiffs retirement income, pursuant to the Marital Settlement Agreement, as it was distributed in equitable distribution. 12. The averments of this paragraph are a conclusion of law to which no response is required; however, to the extent a response is required, Defendant denies the statement and specific proof thereof is demanded at trial. 13. Admitted. 14. Admitted. WHEREFORE, Defendant requests your Honorable Court to deny Plaintiffs request to terminate his alimony obligation. Respectfully submitted, SAIDIS, SULLIVAN LAW R Y Marylo a s Esquire ` Attorney ID 0. 919 Attomey for De endant 26 West High Street Carlisle, PA 17013 (717) 243-6222 Law Offices of Sa.idis Sullivan & Rogers 26 West High Street Carlisle. PA 17013 VERIFICATION I verify that the statements made in the foregoing document 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 falsifications to authorities. DATE G ?1?JJ Paulette Roseaver, Defendant LLIAM E. ROSEVEAR, IN THE COURT OF COMMON PLEAS Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA V. CIVIL ACTION - LAW NO. 96-4253 ULETTE M. ROSEVEAR, : Defendant IN DIVORCE CERTIFICATE OF SERVICE This is to certify that in this case, complete copies of all papers contained in the attached o'um ent have been served upon the following persons by the following means and on e dates stated: ame & Address Means of Service Date of Service eith O. Brenneman, Esquire First Class Mail West Main St. 7-lJ i echanicsburg, PA 17055 1$17) 697-8528 r aryl M as, "squire Attorney ID 9 26 West High Street Carlisle, PA 17013 (717) 243-6222 Dated: Counsel for Defendant Law Offices of Saidis Sullivan & Rogers 26 West High Street Carlisle, PA 17013 WILLIAM E. ROSEVEAR, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA V. CIVIL ACTION - LAW PAULETTE M. ROSEVEAR, : Defendant NO. 96-4253 CIVIL TERM rn co IN RE: PETITION TO MODIFY EXISTING :Zrn ALIMONY OBLIGATION s ° Ca ' BEFORE OLER, J. l _ ORDER OF COURT =.a t r, AND NOW, this 9`h day of August, 2011, upon consideration of Plaintiffs Petition To Modify Existing Alimony Obligation, following a hearing held on August 8, 2011, and after careful consideration of the parties' present circumstances and all the evidence presented in the case, Plaintiffs petition is denied. Keith O. Brenneman, Esq. 44 West Main Street Mechanicsburg, PA 17055-0318 Attorney for Plaintiff ? Marylou Mattas, Esq. 26 West High Street Carlisle, PA 17013 Attorney for Defendant rc Lop.es ed l BY THE COURT, WILLIAM E. ROSEVEAR, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA v CIVIL ACTION - LAW -' NO. ? CIVIL TERM yi=_.. PAULETTE M. ROSEVEAR, '"' ""`'3 ?' . Defendant IN DIVORCE ?, : ...? tC'-., IN RE: PETITION TO MODIFY' r ORDER OF COURT AND NOW, this 8th day of August, 2011, upon consideration of Plaintiff's Petition To Modify Existing Alimony Obligation, and following a hearing held on this date, the record is declared closed, and the matter is taken under advisement. Keith O. Brenneman, Esquire 44 West Main Street Mechanicsburg, PA 17055 For Plaintiff Marylou Matas, Esquire 26 West High Street Carlisle, PA 17013 For Defendant al11l Ott :mae By the Court,