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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
STATE'" OF * PENNA,
RICHARD A. ESTACIO
N()'H96~6033HHH' \1)96
V "1'."\11.,
LORI A. ESTACIO
DECREE IN
DIVORCE
AND NOW, ' " " " " , ,C?r~/(" , /~,~". 19 X~ ". it is ordered and
decreed that""" ,~j~,h.cH!l, ,A,.. ,~~,~i\c;j.o""""""""""" plaintiff.
and ..,Lo.r,t,/I....Esta.c.to" , ".......".""",,,......,,,.., defendant,
are divorced from the bonds of matrimony.
The court retains jurisdiction of the following claims which have
been raised of record In this action for which a final order has not yet
been entered;
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p/bIr1c1<1dlv,COfT'4lINovembe' 1. 1996
v.
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION. LAW
NO. 91.. -" o.~,~ (?,ut' ( "-rr"n.."1
IN DIVORCE
RICHARD A. ESTACIO,
Plaintiff
LORI A. ESTACIO,
Oefendant
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued In court. If you wish to defend against the claims set forth
In the following pages, you must take prompt action. You are warned that If you fall to
do so, the case may proceed without you and a decree of divorce or annulment may be
entered against you by the court. A judgment may also be entered against you for any
other claim or relief requested In these papers by the plaintiff. You may lose money or
property or other rights Important to you, including custody or visitation of your children.
When the ground for the divorce Is Indignities or Irretrievable breakdown of the
marriage, you may request marriage counseling. A list of marriage counselors Is
available In the Office of the Prothonotary at the Cumberland County Court House, 1
Courthouse Square, Carlisle, Pennsylvania 17013.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY; DIVISION OF PROPERTY,
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 LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Court Administrator
4th Floor, Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Telephone No. (717) 240-6200
,
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Richard A. Estaclo, Esquire
HEPFORD, SWARTZ & MORGAN
111 North Front Street
P.O. Box 889
Harrisburg, PA 17108-0889
(717) 234-4121
,
Attorneys for Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. q G. - G. 0 3 J ~ ..,- .v-
IN DIVORCE
pjblrtckldlY.COf1llINovember 1, 1096
RICHARD A. ESTACIO,
Plaintiff
LORI A. ESTACIO.
Defendant
CO_UNT I..i.
COMPLAINT UNDER SECTION 3301Ja) OR 3301,c) OR 3301(d)
OF THE DIVORC CODE
1. Plaintiff Is RICHARD A. ESTACIO, an adult Individual who Is sui jurls
and resides at 1016 Crystal Creek Circle, Mechanlcsburg, Cumberland County,
Pennsylvania 17055.
2. Defendant Is LORI A. EST ACIO, an adult Individual who Is sui Juris and
resides at 240 Boxwood Court. Mechanlcsburg, Cumbe~and County, Pennsylvania
17055.
3. Both Plaintiff and Defendant have been bona flde residents In the
Commonwealth of Pennsylvania for at least six (6) months Immediately previous to the
filing of this Complaint.
4. The Plaintiff and Defendant were married on May 14. 1983, In
Pottstown, Pennsylvania.
5, Plaintiff avers that there are two (2) children of the parties under the
age of 18, namely, RICHARD A. ESTACIO, JR. and LINDSAY A. ESTACIO, born
October 3, 1983 and February 19, 1988, respectively.
6. There ha\'e been no prior actions of divorce or for annulment between
the parties.
pjl>lr1cl<1dlv,lXlf11l/Novorrber 1, 1996
7. Plaintiff has been advised of the availability of counseling and the right
to request that the Court require the parties to participate in counseling.
8. The Defendant Is not a member of the Armed Services of the United
States or Any of Its Allies.
9. The Plaintiff avers that the grounds on which the action Is based are:
The parties hereto have lived separate and apart for a period of at feast two (2) years
since May 10, 1993, and that the marriage is irretrievably broken.
COUNT II:
CLAIM FOR EQUITABLE DISTRIBUTION OF MARITAL PROPERTY
UNDER SECTION 3502 OF THE DIVORCE CODE
10. While no settlement has been reached as ofthe date ofthe filing ofthls
Complaint, Plaintiff is and has always been willing to negotiate a fair and reasonable
settlement of all matters with Defendant. To the extent that a written Settlement
Agreement might be ontered into between the parties prior to the time of hearing on this
Divorce Complaint, Plaintiff desires that such written Agreement be approved by the
Court and Incorporated, but not merged, In any Divorce Decree which might be entered
dissolving the marriage between the parties.
11. Plaintiff and Defendant are the owners of various Items of real and
personal property, furniture and household furnishings acquired during their marriage
which are subject to equitable distribution by this Court,
12. Plaintiff and Defendant are the owners of various motor vehicles, bank
accounts, investments, Insurance policies and retirement benefits acquired during their
marrlago which are subject to equitable distribution by this Court,
2
pjblrld</dlv,COfT1l/NoY_ I. 1000
COUNT III:
PETITION FOR CUSTODY
13. Thoro were two (2) children born of the marriage of Plaintiff and
Defendant, namely RICHARD A, ESTACIO, JR. and LINDSAY A. ESTACIO, born
October 3, 1983 and February 19, 1988, rospllctlvoly.
14. The children are presently In the custody of both Plaintiff and
Defendant Jointly.
15. During the past five years, the chlld(ren) has/have resided with the
tollowlng persons and otthe followlno addresses:
1016 Crystal Creek Circle
Mechanlcsburg, PA 17055
1016 Crystal Creek Circle
Mechanlcsburg, PA 17055
425 Brook Circle
Mechanlcsburg, PA 17055
Plonoer Woods Apts.
Lancaster, PA 17602
305 Parkwood Drive
Lancaster, PA 17603
420 Boxwood Court
Mochanclsburg, PA 17055
· The parties hove had a Joint custody arrangement for both children since August 1995.
Richard A. Estaclo
Lindsay A. Estaclo
December 1991- present
Decomber 1991-May 1993
. March 1993-August 1993
August 1993-Apr1l1994
April 1994-August 1995
August 1995-Present
16, Plolntlff has not participated as a party, witness, or In any other
capacity In any othor litigation concornlng the custody of said children In this or any other
court.
17, Plolntllf doos not have any Information of any custody proceeding
concornlng sold chlldron pondlng In a court of this or any other state.
3
pjblrlc:l<ldlv."""1liNavombor 1, 1996
18. Plaintiff knows of no person not a party to this proceeding who has
physical custody of said children or claims to have custody or visitation rights with
respect to said children.
19. The parties hereto will enter Into a Separation and Property
Settlement Agreement In which they will amicably resolve custody, support and visitation
rights relative to said children.
WHEREFORE, Plalnllff requests the Court to enter a Decree:
(a) Dissolving the marriage between Plaintiff and Defendant;
(b) In the event that a written Separation Agreement Is reached between
the parties hereto prior to the time of hearing on this Complaint,
Plaintiff respectfully requests that pursuant to !l301 (a)(1) and (4) and
~401 (b) ofthe Divorce Code the Court approve and Incorporate, but
not merge such Agreement In the Final Divorce Decree.
(c) For such further relief as the Court may ~etermlne equitable and Just.
Respectfully submitted.
HEPFORD, SWARTZ & MORGAN
Dated:
.
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By' ///7-' ..". . c~~"...-?
'--Richard A. Estaclo
Attorney 1.0. #52793
111 North Front Street
P.O. Box 889
Harrisburg, PA 17108-0889
(717) 2344121
Attorney for Plaintiff
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RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
NO. 96-6033 CIVIL TERM
LORI A. ESTACIO,
Defendant
IN DIVORCE
ANSWER AND COUNTBRCLAIK
ANSWER TO COKPLAIHT IN DIVORCB
1 through 9. Pursuant to Pennsylvania Rule of Civil Procedure
1920.14, an answer to the allegations of an action for divorce is
not required, and such allegations are deemed denied.
ANSWBR TO COUNT II
10. Admitted.
11. Admitted.
12. Admitted, except that the parties have been living
separate and apart since on or about May 10, 1993, and therefore
each of the parties has non-marital accounts and property which
should not be included in the equitable distribution by this Court.
ANSWBR TO COUNT III
13. Admitted.
14. Admitted.
15. Admitted in part, denied in part. It is admitted that
the breakdown of the residence of the two minor children is
substantially correct, but there are disagreements concerning the
dates on which the parties would have resided as set forth in this
paragraph.
16. Admitted.
17. Admitted.
.,~
lB. Admitted.
19. Admitted in part, denied in part. It is admitted that
the parties have discussed entering into a Separation and property
Settlement Agreement for the purpose of amicably resolving the
issue of custody, support and visitation, however, the parties have
not made satisfactory progress and therefore the issue remains
open.
WHEREFORE, defendant requests that this Court not enter a
Decree in Divorce until such time as these issues have been
resolved by way of a written agreement which is to be filed
contemporaneously with any Decree in Divorce and that the issues
set forth in the following counterclaim be addressed prior to any
final decree being issued in this case.
COUNTERCLAIM
COUNT I
REQUEST FOR EQUITABLE DISTRIBUTION OF MARITAL PROPERTY
UNDER 3302(a) OF THE DIVORCE CODE
20. The prior paragraphs of this Answer and Counterclaim are
incorporated herein by reference thereto.
21. The defendant requests the Court to equitably divide,
distribute or assign the marital property between the parties
without regard to marital misconduct in such proportion as the
Court deems just after consideration of all relevant factors.
WHEREFORE, defendant respectfully requests the Court to enter
an Order of Equitable Distribution of Marital Property pursuant to
~3502(a) of the Divorce Code.
COUNT II
REQUEST WOR COUNSEL WEES, COSTS AND EXPENSES UNDER
SECTIONS 3104(a)(I), 3323(b) AND 3702 OW THE DIVORCE CODE
26. The prior paragraphs of this Answer and Counterclaim are
incorporated herein by reference thereto.
27. Defendant has employed R. Mark Thomas, Esquire to
represent her in this matrimonial cause.
28. Defendant is unable to pay her counsel fees, costs and
expenses and plaintiff is more than able to pay them.
29. Plaintiff is employed ~nd has the ability to pay
defendant's counsel fees, costs and expenses.
30. Reserving the right to apply to the Court for temporary
counsel fees, costs and expenses prior to final hearing, defendant
requests that, after final hearing, the Court order plaintiff to
pay defendant's reasonable counsel fees, costs and expenses.
WHEREFORE, defendant respectfully requests that, pursuant to
Section 3104(a) (I), 3323(b) and 3702 of the Divorce Code, the Court
enter an Order directing plaintiff to pay defendant's reasonable
counsel fees, costs and expenses.
COUNT III
REQUEST WOR APPROVAL OW ANY SETTLEMENT AGREEMENT AND
INCORPORATION THBREOF IN DIVORCB DBCREB
UNDBR SBCTIONS 3104(a) (1)(3) AND 3323(b) OF THB DIVORCB CODE
31. The prior paragraphs of this Answer and counterclaim are
incorporated herein by reference thereto.
32. The Public Policy of the: Commonwealth of Pennsylvania
encourages parties to a martial dispute to negotiate a settlement
of their differences.
33. While no settlement has been reached as of the date of
the filing of this Answer and Counterclaim, defendant is and has
always been willing to negotiate a fair and reasonable settlement
of all matters with plaintiff.
34. To the extent that a written Settlement Agreement might
be entered into between the parties prior to the time of hearing on
this Answer and counterclaim, defendant desires that such written
Agreement be approved by the Court and inc7rporated in any Divorce
Decree which may be entered dissolving the marriage between the
parties.
WHEREFORE, if a written settlement Agreement is reached
between the parties prior to the time of hearing on this Answer and
counterclaim, defendant respectfully requests that, pursuant to
sections 3l04(a) (1) and (3) and 3323(b) of the Divorce code, the
Court approve and incorporate such Agreement in the final Divorce
Decree.
Respectfully submitted,
~~4//Z~
R. Mark Thomas~ Esquire
Attorney for Dafendant
54 E. Main street
Mechanicsburg, PA 17055
(717)697-4650
I.D.# 41301
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PROPERTY SETTLEMENT AGREEMENT
THIS AGREEMENT, Made this zr; ""- day of _~~
199~ ,by and between RICHARD A. ESTACIO, hereinafter referred to as
"Husband", and LORI A. ESTACIO, hereinafter referred to as 'Wife",
WHEREAS, Husband and Wife were lawfully married on May 14,1983; and
WHEREAS, two (2) children were born of this marriage, namely, RICHARD
A, ESTACIO, JR. born October 3, 1983; and LINDSAY A, ESTACIO, born February 19,
1988.
WHEREAS, the parties hereto are desirous of settling fully and finally their
respective financial and property rights and obligations as between each other Including,
without limitation, the settling of all matters between them relating to the ownership of real
and personal property, the support and maintenance of one another and of the children,
namely, Richard A. ELtaclo, Jr, and Lindsay A, Estaclo, and In general, the settling of any
and all claims arising out of the marital relationship.
WHEREAS, the parties hereto, after being properly advised by their
respective counsel, Husband by his attorney, Sandra L. Meilton, Esquire and Wife by her
attorney, Philip H, Spare, Esquire, have come to the following Agreement.
NOW, THEREFORE, In consideration of the mutual promises, covenants,
.a aJl d undertakings hereinafter set forth, and for other good and valuable consideration,
,~usband and Wife, each Intending to be legally bound, hereby agree as follows:
1, INTERFERENCE:
Eoch party shall be free from interference, authority and contact by
the other, as fully as If he or she were single and unmarried, except as may be necessary
to carry out the provisions of this Agreement. Neither party shall molest the other nor
attempt to endeavor to molest the other, nor compel the other to cohabit with the other,
nor In any way hluass or malign the other, nor In any way Interfere with the peaceful
existence, separate and apart from the other In all respects as if he or she were single
and unmarried,
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2, WIFE'S DEBTS:
Wife represents and warrants to Husband that since their separation
on May 10, 1993 she has not, and in the future she will not, contract or Incur any debt or
liability for which Husband or his estate might be responsible and shall Indemnify and
save Husband harmless from any and all claims or demands made against him by reason
of debts or obligations Incurred by her,
3. HUSBAND'S DEBTS:
Husband represents and warrants to Wife that since their separation
on May 10, 1993 he has not, and In the future he will not, contract or Incur any debt or
liability for which Wife or her estate might be responsible and shall Indemnify and save
Wife harmless from any and all claims or demands made against her by reason of debts
or obligations Incurred by him,
4, OUTSTANDING JOINT DEBTS:
Husband agrees to pay all outstanding joint debts and obligations of
the Husband and Wife Incurred prior to the separation of the parties hereto, except as
otherwise set forth herein, All further debts Incurred by the parties shall be their Individual
responsibility.
Husband further agrees to hold Wife harmless on all such obligations
of Husband. If any claim, action, or proceeding is hereinafter Instituted seeking to hold
Wife liable for such debts or obligations, the Husband will, at his sole expense, defend
Wife against any such claim, action, or proceeding, whether or not well founded, and
Indemnify her against any loss resulting therefrom,
. Wife further agrees to hold HusbanJ harmless on all sllch obligations
of Wife. If any claim, action, or proceeding Is hereinafter Instituted seeking to hold
Husband liable for such debts or obligations, the Wife will, at her sole expense, defend
Husband against any such claim, action, or proceeding, whether or not well founded, and
Indemnify him against any loss resulting therefrom.
Husband and Wife acknowledge and agree that they have no
outstanding joint debts and obligations of the Husband and Wife Incurred priDr to the
signing of this Agreement, except as follows:
A, MortQage on Marital Residence -Initial amount, $121,000, At
the date of separation. $119,000 was owed. Husband h.Js made all monthly payments
since the date of separation. Husband has resided In the marital residence since the
date of separation,
B, PHEAA Loan _ Initial amount, $25,440, At the date of
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separation, $14,380 was owed, Husband has made all monthly payments since the date
ot separation,
C. PNB Loan - Initial amount, $26,919.60, At the date of
separation, $26,919,60 was owed, Husband has made all monthly payments since the
date of separation.
D. Miscellaneous - CW Fritz repair bill . $189.00; PP&L -
$250.00; Hampden Township -$208.34; Bell AIIantlc - $229.17; Sprint . $400.00.
Husband has made all payments since the date of separation,
E. Loan from Norma Christman - Initial amount, $1,000. This
debt remains unpaid, Wife agrees to pay the full amount of this debt.
F. Acura Integra - Initial amount, $9,800, Wife has paid this debt
In full.
5. MUTUAL RELEASE:
Subject to the provisions of this Agreement, each party has released
and dlschargBd, and by this Agreement does for himself or herself, and his or her heirs,
legal representatives, executors, administrators and assigns, release and discharge the
Dther of and from all causes of action, claims, rights or demands arising from their
mflrriage, except any or all cause or causes of action for divorce and except In any or all
causes of actio" for breach of a!1~' pro\'lsions of this Agreement. Subject to the provisions
of this Agreement each party waives his or har right to alimony and equitable distribution
of property notwithstanding the Pennsylvania "Divorce Code" known as Act No, 26-1980
and as amended by Act No. 13-1988, Each party also waives his/her right to request
marital counseling pursuant to 23 Pa,C,S.A, Section 3302,
6. QjVISION OF PERSONAL PROPERTY:
The parties hereto mutually agreE: that they have effected a
satisfactory division of the furniture, household fumls~lngs, appliances, and
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other household persDnal property between them, and they mutually agree that each
party shall from and after the date hereof be the sole and separate owner of all such
tangible personal property presently In his Dr her possession, and this Agreement shall
have the effect of an assignment or bill ot sale from each party to the other for such
property as may be In the Individual possession of each of the parties hereto.
The parties hereto have divided between themselves, to their mutual
satisfaction, all items of tangible and Intangible marital property. Neither party shall make
any claim to any such Items of marital pluperty, or of the separate personal property of
either party, which are now In the possession and/or under the control of the other.
Should It become necessary, the parties each agree to sign, upon request, any titles or
documents necessary to give effect to this paragraph. Property shall be deemed to be In
the possession or under the control of either party If, in the case of tangible personal
property, the Item Is physically In the possession or control of the party at the time of the
signing of this Agreement and, In the case of Intangible personal property, If any physical
or written evidence of ownership, such as passbook, checkbook, polley or certlflcate of
Insurance or other similar writing Is In the possession or control of the party, Husband
and Wife shall each be deemed to be in the possession and control of their own Individual
pension or other employee beneflt plans or retirement benefits of any nature to which
either party may have a vested or contingent right or Interest at the time of the signing ot
this Agreement, and neither will make any claim against the other for any Interest In such
beneflts.
From and after the date of the signing ot this Agreement both parties
shall have complete freedom of disposition as to their separate property and any property
which Is In his/her possession or control pursuant to thin Agreement and may mortgage,
sell, grant, convey, or otherwise encumber or dispose of such property, whether real or
personal, whether such property was acquired before, during or after marriage, and
neither Husband nor Wife need join In, consent to, or acknowledge any deed, mortgage,
or other Instrument of the other pertaining to such disposition of property,
7. MARITAL RESIDENCE:
The parties acknowledge that they are the owners, as tenants by the
entireties, of certain real property known as 1016 Crystal Creek Circle, Mechanlcsburg,
Cumberland County, Pennsylvania (hereinafter referred to as "Marital Residence"),
subject to a mortgage with CIT.FED and a home equity loan with Pennsylvania National
Bank and Trust Company, The parties agree as follows with respect to the Marital
Residence:
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(1) At the time of the execution of this Agreement, Wife shall
execute all documents necessary Including a deed, to transfer all her right, title and
'nterelJt In the Marital Residence to Husband subject to the mortgage and shall deliver
said documents to Husband's counsel who shall deliver the deed as provided herein.
Thereafter, Husband shall be the sole and separate owner of the Marital Residence,
(2) Wife agrees that as of the date of execution of this
Agreement, any'and all title policies and any other policy of Insurance with respect to the
Marital Residence shall be endorsed to reflect Husband as sole owner thereof and further
agrees that Husband shall be entitled to receive any payments now or hereafter due
under any such Insurance policies,
(3) Except as otherwise provided herein, commencing on the
execution date of this Agreement, Husband shall be solely responsible for all costs,
expenses and liabilities associated with or attributable to the Marital Residence
regardless of when the same shall have been Incurred Including, but not limited to,
mortgage, taxes, Insurance premiums and rnalntenance and Husband shall keep Wife
and her property, successors, assigns, heirs, executors and administrators indemnified
and held harmless from any liability, costs or expense Including attorney's fees, which
may be Incurred In connection with such liabilities and expenses or resulting from Wife's
ownership Interest In said property. On or before December 31, 1999, Husband shall
take all steps necessary to apply and obtain a new mortgage on the property so as to
have Wife completely and fully released of any and all liability she has on the mortgage.
Further, Husband has no obligation to have Wife removad from the home equity loan with
PNB, as that loan will be fully satisfied on or before December 31, 1999,
In the event Husband does not obtain a new mortgage on or before
December 31, 1999, the Marital Residence shall be Immediately listed fDr sale, Husband
shall use good faith efforts to sell the Marital Residence and shall receive all net proceeds
from the sale as his sole and separate property,
8. PENSION:
Husband shall retain his pension with his employer, Hepford, Swartz
& Morganrrucker Arensberg & Swartz and Wife agrees to waive all of her right, title and
Interest to Husband's pension and to sign any and all documents necessary to enforce
this provision,
5
Wife shall retain her pension with PSERS through her employer,
Cumberland Valley School District, and Husband agrees to waive all of his right, title and
Interest to Wife's pension and to sign any and all documents necessary to enforce this
provision,
9, MOTOR VEHICLES:
. With respect to the motor vehicles owned by one or both of the
parties, they agree as follows:
(a) the 1988 Honda Accord shall become the sole and exclusive
property of Husband free and clear of all liens and encumbrances;
(b) the 1990 Acura Integra shall become the sole and exclusive
property of Wife free and clear of all liens and encumbrances; and
(c) the titles to the said motor vehicles shall be executed by the
parties, if appropriate for effecting transfer as herein provided, on the date of execution of
this Agreement and the said executed title shall be delivered to the proper parties on the
distribution date,
10. CUSTODY:
By Order of the Court of Common Pleas of Cumberland County,
Pennsylvania, dated December 12, 1997, the parties shall share physical custody of their
minor children, namely, Richard A, Estaclo, Jr. and Lindsay A. Estaclo In accordance with
the schedule and terms set forth In said Order,
With regard to each party's right to claim either of the children as a
dependent for Income tax purposes, It Is hereby expressly agreed that each party to this
Agreement will be entitled to claim one (1) of the children as a dependent each year for
tax purposes so long as the current custDdy errangement remains In effect. It Is
expressly agreed that Husband shall be able to claim RICHARD A, ESTACIO, JR. each
year and Wife shall be able to claim LINDSAY A. ESTACIO each year as dependents for
tax purposes. In the event a material change In the custody arrangement occurs, the
applicable tax code and regulations shall determine the right to claim either of the children
as a dependent for income tax purposes, At the time RICHARD A. ESTACIO, JR, is no
longer a dependent, the parties agree to alternate claiming LINDSAY A, ESTACIO as a
dependent. Husband shall be entitled to claim her as a dependent In the odd numbered
years, whereas Wife shall be entitled to claim her In the even numbered years,
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11, SUPPORT:
The parties acknowledge and agree that the parent who has physical
custody of the children shall be responsible for expenses attributable to food, sheller and
other necessities,
Husband further agrees to be responsible for the following expenses
related to the chlldrEln:
(a) Extracurricular activities, such as swimming, gymnastics,
baseball, and all other reasonable and necessary expenses related to these activities,
Husband shall have the right to determine the reasonableness and necessity of any of
these expenses, both as to the Item purchased and the amount:
(b) SChDOI activities, such as field trips, school pictures, club
fees, and all reasonable and necessary expenses related to these activities. Husband
shall have the right to determine the reasonableness and necessity of any of these
expenses, both as to the item purchased and the amount: and
(c) All reasonable and necessary clothing expenses for the
children. All clothing expenses must be mutually agreed upon, both as to the Item
purchased and the amount spent for the item. Husband's approval shall not be needed
for any Item in this category costing less than $30,00 in any given month, The $30,00
does not carry over Into subsequent months, If the parties agree that a certain Item of
clothing should be purchased for one of the children, but disagree as to the amount of
mDney to be spent for that Item, Husband shall pay the amount which he believes is
reasonable. If Wife then determines that she desires to purchase the more expensive
item, she may do so and make up the difference.
(d) The parties shall share equally all unrelmbursed medical
expenses for the children,
(e) Wife shall provide Husband with receipts for any expenses for
which she seeks reimbursement. If no receipt Is provided, Husband shall not be
responsible for reimbursement therefor,
Wife agrees to terminate the existing support action docketed to No,
575 S, 1993, PACSES Member No, 4425000027, If not done so before the execution of
this Agreement, Including striking all arrearages on said support action, Wife agrees that
should she receive any SUPPDrt from Domestic Relations other than the amount which
was garnished from Husband's November 30, 1998 pay, she will return said funds to
Husband promptly upon receipt of same.
7
12. ALIMONY:
Each party agrees to waive all rights to seek and/or collect future
child support except as speclflcally set forth herein, This waiver shall apply regardless of
the custodial arrangement for the children, If Wife vlolatos the waiver In this Agreement
or If the Agreement Is held to be unenforceable for any reason, and she seeks child
support, then each party retains their respective rights to seek contribution for
reimbursement for all marital debts set forth In this Agreement, and subparagraphs (a) .
(e) of this paragraph 11 shall be void,
Both parties acknowledgo and agree that the provisions of this
Agreement providing for equitable distribution of marital property are fair, adequate and
satisfactory to them and are accepted by them In lieu of and In full and final settlement
and satisfaction of any claims or demands that either may now or hereafter have against
the other for support, maintenance or alimony, Husband and Wife further voluntarily and
Intelligently waive and relinquish any right to seek from the other any payment for support
or alimony.
13. ALIMONY PENDENTE LITE, COUNSEL FEES, AND EXPENSES:
Husband and Wife acknowledge and agree that the provisions of this
Agreement providing for the equitable distribution of marital property of the parties are
fair, adequate and satisfactory to them. Both parties agree to accept the provisions set
forth in this Agreement In lieu of anct In full and flnal settlement and satisfaction of all
claims and demands that either may now or hereafter have against the other for alimony
pendente lite, counsel fees or expenses or any other provision for their support and
maintenance before, during and after the commencement of any proceedings for divorce
or annulment between the parties.
14. WAIVERS OF CLAIMS AGAINST ESTATES:
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 huve 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, dower, curtesy, statutory allowance, widow's
allowance, right to take In Intestacy, right to take against the will of the other, and right to
act as administrator or executor of 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 Interests,
rights and claims,
8
15, MUTUAL CONSENT DIVORCE:
The parties agree and acknowledge that their marriage Is
Irretrievably broken, that they do not desire marital counseling, and that they both consent
to the entry of a decree In divorce pursuant to 23 Pa.C,S,A, Section 3301(c),
Accordingly, both parties have executed and flied such consents and further, agree to
forthwith execute affidavits, or other documents and direct their respective attorneys to
torthwlth flle such affidavits, or other documents as may be necessary to promptly
proceed to obtain a divorce pursuant to said 23 Pa.C.S,A, Section 3301(c), Upon
request, to the extent permitted by law and the applicable Rules of Civil Procedure, the
named defendant In such divorce action shall execute any waivers of notice or other
waivers neces:lary to expedite such divorce.
It Is the Intention of the parties that the Agreement shall survive any
action for divorce which may be Instituted or prosecuted by either party and no order,
judgment or decree ot dlvDrce, temporary, final or permanent, shall affect or modify the
flnanclalterms of this Agreement. This Agreement shall be Incorporated In but shall not
merge Into any such judgment or decree of final divorce, but shall be Incorporated for the
purposes of enforcement only,
16, BREACH AND ENFORCEMENT:
If either party breaches any provision of this Agreement, the other
party shall have the right, at his or her election, to sue for damages for such breach, or
seek such other remedies or relief as may be available to him or her, and the party
breaching this Agreement shall be responsible for payment of legal fees and costs
Incurred by the other In enforcing his or her rights under this Agreement.
17. THIRD PARTY BENEFICIARIES:
Husband and Wife agree that It Is not their Intention in this
Agreement that any other Individuals, Including their minor children, be third party
beneflclarles of this Agreement at this time or at any time In the future.
18, ADDITIONAL INSTRUMENTS:
Each of the parties shall from time to time, at the request of the
other, execute, acknowledge and deliver to the other party any and all further Instruments
that may be reasonably required to give full force and effect to the provisions of this
Agreement.
9
, '
19. OPPORTUNITY TO OBTAIN ADVICE OF INDEPENDENT TAX
COUNSEL OR ACCOUNTANT:
Both parties aCknowledge and agree that they have had the
opportunity to retain tax attorneys, accountants, tax advisors, or certified public accounts
with reference to the tax Implications of this Agreement.
20. VOLUNTARY EXECUTION:
The provisions ot this Agreement and their legal effect have been
fully explained to the parties by their respective counsel, and each party acknowledges
that the Agreement Is fair and equltaLle, that It Is being entered Into voluntarily, with full
knowledge of the assets of both parties, and that It Is not the result of any duress or
undue Influence. The parties acknowledge that they have been furnished with all
Information relating to the financial affairs ot the other which has been requested by each
of them or by their respective counsel.
21. ENTIRE AGREEMENT;
This Agreement contains the entire understanding of the parties and
there are no representations, warranties, covenants or undertakings other than those
expressly set forth herein. Husband and Wife acknowledge and agree that the provisions
of this Agreement with respect to the distribution and division of marital and separate
property are talr, equitable and satisfactory to them based on the length of their marriage
and other relevant factors Which have been taken Into consideration by the parties. Both
parties hereby accept the provisions at this Agreement with respe.::t to the division of
property In lieu of and In full and final settlement and satisfaction of all claims and
demands that they may now have or hereafter have against the other for equitable
distribution of their property by any court of competent jurisdiction pursuant to 23
Pa.C,S,A, Section 3501 .Ill. llflQ.. or any other laws, Husband and Wife each voluntarily
and Intelligently waive and relinquish any right to seek a court ordered determination and
distribution of marital property, but nothing herein contained shall constlMe a waiver by
either party of any rights to seek the relief of any court for the purpose of enforcing the
provisions ofthls Agreement.
10
\.
28. EFFECTIVE DATE:
The effective date of this Agreement shall be January 1, 1999.
IN WITNESS WHEREOF, the parties hereto have set their Hands and
Seals the day and year first above written.
~~~~~~:
Richard A, Estaclo
(SEAL)
':A 'iJ' 0, ~-}tic,W(SEAL)
~stacio
13
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, \
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~
)
(
)
55:
,I} ~+/.. r;; j.., r, I Ltl" LI
On this, the rA..J day ot~' 199.i., before me, a
Notary Public, the undersigned officer, personally appeared Lori A. Estaclo, known to me
(or satisfactorily proven) to be the person whose name Is subscribed to the foregoing
Property Settlement Agreement and acknowledged that she executed the same for the
purposes therein contained.
IN WITNESS WHEREOF,) hereunto set my hand and official seal.
r / ~o__~
otary Public
Zan. l Th NOI."., Seal
SIII'.r spring r.;sgn, NOIGry Public
My Commitlsll):) E)(I.~i:;;OArfi.lnld Counly
M _' , p/ll,2002
ember, Penn6)/vama A .
5iOCliillOl1 01 Nol8l1D1
11040,1
15
RICHARD A. ES'I'ACIO,
Pluintirr
: IN '1'1110: COURT OF COIv.MON PLEAS OF
: CUMBERLAND COUN'I'Y, pr~NNSYLVANIA
v.
: NO, ()(I.no:!:! CIVIL'('ERM
LORI A. ES'I'ACIO,
Dofondunt
,
: CIVILAC'I'ION. LAW
: IN D1VORCI~
ACCIWI'ANcr'; CW SF:RVICE
I, Lori A, ENtacio, tho Dofondunt in t.ho uhovo en(ltionod enHO, horoby neknowlodgo
thut I recoivod u copy of the Compluint in Divorlle in thiN cnHe whieh WOH filod on
Novomber 4, 1996, I rl1roivod u eO(l~' of this l:ompluillt on or ubout
1I1111'1(' , By signing thiH AeeoJltul\(:o of 8orvieo I woivo uny ObjOlltiOllH thut I
might, hllvo to tho monnor of sorvieo of this com(lluint..
dtu- 0.. (;{aCU<l
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96-6033
RICHARD A. ESTACIO,
Plaintiff
LORI A. ESTA,CIO,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
NOTICE TO THE DEFENDANT
If you wish to deny any of the statements set forth in
this affidavit, you must file a counteraffidavit within twenty days
after this affidavit has been served on you or the statements will
be admitted.
PLAINITFF'S AFFIDAVIT UNDER SECTION 3301(dl
OF THE DIVORCE CODE
NOTICE
1, The parties to this action separated on May 10, 1993,
and have continued to live separate and apart for a period of at
least two years.
2. The marriage is irretrievably broken.
3. I understand that I may lose rights conc! rning
alimony, division of property, lawyer's fees or expenses if I do
not claim them before a divorce is granted.
I verify that the statements made in this Affidavit are
true and correct. I understand that false statements herein are
made subject to the penalties of 18 Pa.C.S. ~4904 relating to
unsworn falsification to authorities.
Date: ~ I tt\ q'f-
/~4~~.
Richard A. Estacio, Plaintiff
.,
, ,
RICHARD A. ESTACIO,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96-6033
LORI A. ESTACIO,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
DEFENDANT'S COUNTER-AFFIDAVIT UNDER SECTION 3301(d)
OF THE DIVORCE CODE
1. Check either (a) or (b):
(a) I do not oppose the entry of a divorce decree.
(b) I oppose the entry of a divorce decree because
(Check (i), (ii) or both):
(i)
The parties to this
separate and apart for a
years.
(iil The marriage is not irretrievably broken.
action have not lived
period of at least three
2. Check either (a) or (b):
(al I do not wish to make any cla:lms for
economic relief. I understand that I may
lose rights concerning alimony, division of
property, lawyer's fees or expenses if I do not
claim them before a divorce is granted.
(bl I wish to claim economic relief which may
include alimony, division of property, lawyer's
fees or expenses or other important rights.
I verify that the statements made in this Counter-Affidavit are
true and correct. I understand that false statements herein are
made subject to the penalties of lB Pa.C.S. Section 4904 relating
to unsworn falsification to authorities,
Date:
Lori A. Estacio, Defendant
NOTICE: If you do not wish to oppose the entry of a divorce
decree and you do not wish to make any claim for economic relief,
you need not file this counter-affidavit.
RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYlNANIA
NO. 96-6033
v.
LORI A. ESTACIO,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 3301(c) of the
Divorce Code was filed on November 4, 1996.
2. The marriage of Plaintiff and Defendant is
irretrievably broken and ninety (90) days have elapsed from the
date of the filing and service of the complaint.
3. I consent to the entry of a final decree in divorce
after service of notice of intention to request entry of the
decree.
I verify that the statements made in this affidavit are
true and correct. I understand that false statements herein are
made subject to the penalties of 1B Pa.C.S. Section 4904 relating
to unsworn falsification to authorities,
..:f'A
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Date: 7\ 1(\ \ "'0
,
Richard A. Estacio, Plaintiff
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RICHARD A. ESTACIO,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 96-6033
CIVIL TERM
LORI A. ESTACIO,
Defendant
CIVIL AcrION - LAW
: IN CUSTODY
OODER OF cnJRT
AND tOi, this 11. .. day of
upon consideration of the attached Custody
ordered and directed as follows:
"])~ ' 1997,
conciliation Report, it is
1. The Father, Richard A. Estacio, and the Mother, Lori A.
EBtacio, shall have shared legal custody of Richard A. EBtacio, Jr., born
october 3, 1983, and Lindsay A. Estacio, born February 19, 1988.
2. The parties shall share physical custody of the Children
during the school year in accordance with the following schedule:
A. The Mother shall have custody of the Children every week from
Monday morning through wednesday morning when the Mother
shall transport the children to school.
8. The Father shall have custody of the parties' son, Richard,
every week from Wednesday morning until Friday morning.
The Father shall have custody of the parties' daughter,
Lindsay, every week from Wednesday morning until Thursday
after school.
C. The Mother shall have custody of the parties' daughter,
Lindsay, every week from Wednesday after school until Friday
morning.
D. The parties shall alternate having custody of both Children
from Friday morning through Saturday morning at 10:00 a.m.,
beginning with the ~lother having custody of the Children on
Friday, December 12, 1997.
E. The parties shall alternate having custody of both Children
from saturday at 10:00 a.m. until the following Monday
morning, beginning with the Father having custody of the
children on the weekend beginning saturday, December 13,
1997.
3. The parties shall have shared physical custody of the
children during the summer school break in accordance with the schedule in
paragraph 2, with the exception that the Mother shall have custody of the
children on the Father's regular days of custody when he works from the
morning on those days until 5:00 p.m.
4. The parties shall share or alternate having custody of the
Child~en on holidays as a~~anged by mutual ag~eement of the pa~tios.
5. The party ~eceiving custody of the Child~en unde~ this O~de~
ahall be ~esponsible to p~ovide t~anspo~tation fo~ the exchange of custody.
When the child~en a~e to be t~anspo~ted to school at the end of a pa~ty's
period of custody, that pa~ty shall be ~esponsible to insu~e that the
Child~en are t~anspo~ted to school.
6. This O~de~ is ente~ed pu~suant to an ag~eement of the pa~ties
at a CUstody Conciliation Confe~ence. The pa~ties may modify the
p~ovisions of this Orde~ by mutual agreement. In the absence of mu':ual
agreement, the terms of this O~de~ shall cont~ol.
BY THE COURT,
/Iii
J.
--.
c~~_... ,7>'<'''lI..{
1a.//i},.(q'1.
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cc:
Sand~a L. MeHton, Esquire - Counse for Father
R. Mark Thomas, Esqui~e - Counsel for Mother
TUCKER
ARENSBERG
& SWARTZ
March 25, 1999
InC5wAArl .
IA'oILS G. MORGAN./Il
MNlJIlA I. MlJllON
511.1'1 UN M GRUO "R, IR.
Ilt.NNlI R 5l1f.AfltR
J KfNrCuuLY
OIAAlJ,I I VAILR
II".I,III.HCII
CAAvl'.lIlM
ClI.l\lmaJ\lllxHAAJl'LJl<
RR:tIN<j1 A I~"'A(R)
ANN" M fIll ell.
.'II\^N M ~UCIlM^N
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A' II dUll v',
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Ms, Tracy Colyer
66 Hoover Road
Carlisle, PA 17013
RE: Eslaclo v, Eslaclo
Dear Tracy:
Per your request, enclosed herewith are two copies of the Agreement signed by Mr, and Mrs,
Estaclo,
"1)1 '''(tI
"
I look forward to receipt of the signed Order vacating Mr, Elicker's appointment.
Thank you, Should you have any quesllons, please advise,
Sincerely,
TUCKER ARENSBERG & SWARTZ
.J1t!v., 4. ~L
Gloria M, Rlne, Legal Assistant to
Sandra L, Mellton
gmr
Enclosures
co: Philip H, Spare, Esquire
14739,1
111 NORTH FRONT STREET PO BOX BB9 HARRISBURG,PA 17108,OB89 717.234.4'21 800.257.4121 FACSIMILE 117.232.6802
l_'IIOWfl OHIC. 12 South M.", SlrMI PO DOl 861 le.t"O\lotl, '" 1 1044-0861 " '.2.Il-J'J13
P,ntbolgh ON". l!lOO O~ I'PO "l4Ic. P,Il.bulgl!. 1'.Ai 1~U2 "2.~66.1'J1~
OrNnltlulgOI.u 138 SoulhM."Slr..1 (jrMnibll'U, PA 1~1 124.IDII.I2'1
AUpottPlO'-tllOIllltOHuC-,,'... 1l~OThll!nRun"{)jldh1 Moon Town,tlip I'A 1~106 411-162-]130
t.ml'! lapcah.o::lLa.l.tIllL("fTI
oNtitI5,'tl hnl'.i/NWWI,x.IL.'IllIllLWI
, "
.
OFFICE OF DIVORCE MASTER
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
9 North Hanover Slreel
Carlisle, PA 17013
(717) 240.6535
I. Robert IlIeker, II
Divorce MII'er
Tr.el .10 Colyer
Office Manager/Reporter
w.., .hore
697.0371 Ex\. 6535
January 30, 1997
R. Mark Thomas, Esquire
54 East Main street
Mechanicsburg, PA 17055
Richard A. Estacio, Esquire
HEPFORD, SWARTZ & MORGAN
111 North Front Street
P.O. Box 889
Harrisburg, PA 1710B-OBB9
RE: Richard A. Estacio vs. Lori A. Estacio
No. 96 - 6033 civil
In Divorce
Dear Mr. Estacio and Mr. Thomas:
By order of Court of president Judge Harold E. Sheely
dated January 24, 1997, the full-time Master has been appointed
in the above referenced divorce proceedings.
A divorce complaint was filed on November 4, 1996,
raising grounds for divorce of irretrievable breakdown of the
marriage. The complaint averrs that the parties separated on
May 10, 1993, a period in excess of two years. Therefore, I
assume that the parties will either execute affidavits of
consent or one of the parties will file an affidavit under
section 3301(d) averring the two year separation.
In addition to raising grounds for divorce the complaint
also raised the economic claim of equitable distribution.
On January 23, 1997, the Defendant filed an answer and
counterclaim. In the counterclaim the Defendant also raised the
economic claim of equitable distribution and the additional
economic claim of counsel fees and expenses. No claim for
alimony has been raised.
Inasmuc~ as it appears as if grounds for divorce are not
an issue, I am directing each counsel in accordance with
P.R.C.P. 1920.33(b) to file a pre-trial statement on or before
Monday, February 24, 1997. Upon receipt of the pre-trial
~
OFFICI! OF DIYORCI! MASTI!R
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
9 North Hanover Streel
Carlisle, PA 17013
(717) 240-6535
.. Robert I!lIek.r, II
Divorce Mester
Trael Jo Coly.r
Oflice Manager/Reporter
w... Shore
697-0371 Ex!. 6535
July 11, 1997
Richard A. Estacio, Esquire
HEPFORD, SWARTZ & MORGAN
111 North Front Street
P.O. Box 6B9
Harrisburg, PA 17108-0B89
RE: Richard A. Estacio vs. Lori A Estacio
No. 96 - 6033 Civil
In Divorce
R. Mark Thomas, Esquire
54 East Main Street
Mechanicsburg, PA 17055
Dear Mr. Estacio and Mr. Thomas:
I am writing in response to Mr. Estacio's letter of July
10, 1997, requesting additional time to file pre-trial
statements. Apparently counsel are attempting to work out a
settlement. Consequently I will withdraw the directive to file
pre-trial statements which were due Friday, July 11, 1997. I
direct that pre-td,al statements will be due on Friday, July 25,
1997, in accordance with P.R.C.P. 1920.33(b).
If a settlement is reached, please provide my office with
two copies of the signed agreement and I will vacate my
appointment. otherwise, following the filing of the pre-trial
statements, I will schedule a pre-hearing conference with
counsel to discuss the issues and, if necessary, schedule a
hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
.
,
Mr. Estacio and Mr. Thomas, Attorneys at Law
11 July 1997
Page 2
NOTEI Sanutions for failure to file the pre-trial statements
ars set forth in subdivision (e) and (d) of Rule 1920.33.
THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE
MASTER'S OFFICE AND A COpy SENT DIRECTLY TO OPPOSING
COUNSEL.
RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96 - 6033 CIVIL
VB.
CIVIL ACTION - LAW
LORI A. ESTACIO,
Defendant
IN DIVORCE
ORDER AND NOTICE SETTING HEARING
TO: Richard A. Estacio , Plaintiff
Sandra L. Meilton , Counsel for Plaintiff
Lori A. Estacio , Defendant
R. Mark Thomas , Counsel for Defendant
You are directed to appear for a hearing to take
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, Pennsylvania on the lOth day
of MF.lrch , 199B, at 9:00 a.m., at which
place and time you will be given the opportunity to present
witnesses and exhibits in support of your case.
By the Court,
~~ \::::
Harold E. Sheely,
\]ud~1'3
Date of Order and
Notice: 11/7/97
By:
Divorce Master
IF YOU DO NOT HAVE A
TELEPHONE THE OFFICE
GET LEGAL HELP.
LAWYER OR CANNOT AFFORD ONE, GO TO OR
SET FORTH BELOW TO FIND OUT WHERE YOU CAN
COURT ADMINISTRATOR
FOURTH FLOOR, EAST WING
CUMBERLAND COUNTY COURTHOUSE
CARLISLE, PA 17013
TELEPHONE (717) 240-6200
RICHARD A. ESTACIO, IN THE COURT OF COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSVLVANIA
vs. NO. 96 - 6033 CIVIL
LORI A. ESTACIO,
Defendant IN DIVORCE
RE: Pre-Hearing Conference Memorandum
DATE: Friday, November 7, 1997
Present for the Plaintiff, Richard A. Estacio, is
Mr. Estacio who is acting at this point on his own behalf;
however, he is represented by Sandra L. Meilton. We have
discussed the local rule that provides that the person
pre-trying the case should also try the case, and Mr. Thomas has
indicated that he is not going to raise any objection to Ms.
Meilton acting as attorney when the case is tried. Ms. Meilton
apparently could not be present today because of a prior
commitment in Chicago. Also present today is R. Mark Thomas for
the Defendant, Lori A. Estacio.
The parties were married on May 14, 19B3, and
separated May 10, 1993. They are the natural parents of two
children, Richard Jr., born October 3, 19B3, and Lindsay A.,
born February 19, 19BB.
A complaint was filed on November 4, 1996, raising
grounds for divorce of irretrievable breakdown of the marriage
and the economic claim of equitable distribution. Counsel have
indicated that the parties will sign and file affidavits of
consent and waivers of notice of intention to request entry of
divorce decree prior to the hearing to be scheduled in these
proceedings so we can conclude the divorce under section 3301(C)
of the Domestic Relation Code. On January 23, 1997, the
Defendant filed a counterclaim raising on her own behalf the
claim of equitable distribution and counsel fees and expenses.
No claim for alimony has been raised by either party.
Husband is 37 years of age and resides at 1016
Crystal Creek circle, Mechanicsburg, Pennsylvania, where he
lives alone. He has a Juris Doctor degree from The Dickinson
School of Law and is practicing as an associate attorney with
the firm of Hepford, Swartz & Morgan. He has reported his net
monthly income at $3,244.00. Mr. Estacio is paying through the
Domestic Relations Office support for the children in the amount
of $131.00 per month. There is no spousal support being paid.
Mr. Estacio has indicated that currently the parties share
.
physical custody of the children although Mr. Thomas has advised
that wife has recently filed a request for primary physical
custody to establish more time with the children in her home.
Mr. Estacio has not raised any health issues.
Wife is 35 years of age and resides at 1075-14
Lancaster Boulevard, Mechanicsburg, Pennsylvania, where she
lives alone. Wife has a Bachelors degree from West Chester
University. She is currently a teacher at Cumberland Valley as
a reading specialist. Her net biweekly income is $1,065.92.
Mr. Estacio indicated that he believes she also has additional
income from teaching during the summer which has not been
indicated on the pre-trial statement. Wif~ had been working on
her Masters degree according to her husband but she apparently
is not pursuing that study at the present time. Wife has not
raised any health issues.
The parties own real estate at 1016 crystal Creek
Circle, Mechanicsburg, Pennsylvania, where husband has been
residing since the separation. Husband is having the property
appraised and has indicated that he has a verbal opinion from
Rothman, Schubert & Reed Real Estate that the value will be
between $135,000.00 and $145,000.00. Mr. Estacio has been
paying the mortgage payment since separation to crT-FED. The
payment is $1,140.00 per month which includes taxes and
insurance. Mr. Estacio has indicated that according to his real
estate expert the rental value of the property will be around
$750.00 per month; therefore, he is asking to be given some
credit on the excess mortgage payment over and above the rental
value of the property. The Master has discussed with Mr.
Estacio the probability of listing the house for sale since wife
seems very set in her position that she would like to have her
name removed from the mortgage. The Master has advised Mr.
Estacio that if he decides to list the property for sale at the
present time, wife would be able to share in the costs of sale;
however, if Mr. Estacio changes his mind as we get into the
hearing process, the Master will not consider any request by Mr.
Estacio to charge wife for any costs of sale or settlement.
The real estate is subject to a second mortgage in
favor of PNB which apparently was a consolidation of debts. The
amount borrowed at date of separation was $29,919.60 and Mr.
Estacio has been paying the monthly payment of around $450.00
per month since that time. He is also paying a PHEAA loan which
monthly is being deducted from his income in the amount of
$340.00. Wife claims that she ought not to be charged with any
obligation on that loan since that loan was borrowed to assist
Mr. Estacio with his law school expenses while wife was working
to maintain the family. Mr. Estacio denies that
characterization of the use of that loan and we will have
testimony on that issue inasmuch as Mr. Estacio claims he was
working as well as going to school at the time that the loan was
taken out.
The parties have reported on the pre-trial
statements three vehicles. Husband has a 19B8 Honda Accord
which the parties can attempt to value by looking at an
appropriate car book value chart. Wife has a 1990 Acura Integra
and again, the book value should be applied to try to arrive at
a value. The 1985 Honda Accord was sold by wife and she
received $3,000.00 for that vehicle which wife will be charged
with receiving in the equitable distribution computation.
The parties are going to have the household
tangible personal property appraised since they cannot agree as
to the value in each of their possessions. The Master has
cautioned that they work from the same list so that the
appraiser can value the property in husband's possession and
wife's possession without either of the parties claiming that
certain items were missed in the appraisal.
Wife is a participant in the PSERS through her
employment and Mr. Estacio is going to have her pension valued,
probably through Harry Leister. Husband has a 401(k) with his
employment and as of the end of 1996 the value was between
$17,000.00 and $1B,000.00. In bringing husband's 401(k) to a
present value, counsel can apply an interest factor from the
date of separation to date of hearing. Mr. Estacio has
indicated that the value that he gave at the end of 1996 did not
include postseparation contributions.
The parties have listed other marital debt on the
pre-trial statements. Husband claims that he has paid around
$1,600.00 on accounts owed to CW Fritz, Hampden Township, PP&L,
Bell Atlantic, and Sprint. The charge from Dr. Thompson in the
amount of $165.00 has not yet been paid.
wife has indicated on her pre-trial statement that
the parties owe $1,000.00 to Norma Christman which was the
balance due on money borrowed from Norma Christman to purchase
the residence where the parties lived. Mr. Estacio has not
indicated that that money is not owed but the balance that is
due has not yet been paid and he believes that most likely Norma
Christman would not expect repayment on that debt. In any
event, if there is an issue as to whether the amount was a gift
or a loan, we can hear testimony from Norma Christman as to the
status of that supposed obligation.
wife has some concern about sharing in the payment
of some of the marital debt based on her understanding that
there was an agreement between the parties that she would forego
payments for support in return for contributions for costs for
the children and for husband paying certain obligations of the
parties. Husband denies that there was any such agreement and
we will have to hear testimony on that issue.
with respect to the marital debt, the Master would
like to have the parties present testimony aa to the amount of
debt owed at time of separation and the balance of any debt owed
at the hearing, and who paid on the debt between the date of
separation and the date of hearing. This information will be
helpful in applying any credit that may be due either of the
parties on account of payment of debt.
A hearing is scheduled for Tuesday, March 10, 1998,
at 9:00 a.m. Notices will be sent to counsel and the parties.
E. Robert Elicker, II
Divorce Master
cc: Sandra L. Meilton
Attorney for Plaintiff
R. Mark Thomas
Attorney for Defendant
RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96 - 6033
VS.
CIVIL ACTION - LAW
LORI A. ESTACIO,
Defendant
IN DIVORCE
ORDER AND NOTICE SETTING HEARING
TO: Richard A. Estacio , Plaintiff
Sandra L. Meilton , Counsel for Plaintiff
Lori A. Eetacio , Defendant
Philip H. Spare , Counsel for Defendant
YoU are directed to appear for a hearing to take
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, pennsylvania on the 30th day
of December , 199B, at 9:00 a.m., at which
place and time you will be given the opportunity to present
witnesses and exhibits in support of your case.
President Judge
Date of Order and
Notice: 9/'/ge
By:
Divorce Master
IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR
TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN
GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 LIBERTY AVENUE
CARLISLE. PA 17013
TELEPIIONE (717) 249-3166
.
,
RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY PENNSYLVANIA
NO, 96-6033
CIVIL ACTION - LAW
IN DIVORCE
v,
LORI A, ESTACIO,
Defendant
flLAINTlFF'S PRE.TRIAL STATEMENT PURSUANT TO Pa,R.C,P, 1920,33 (b)
1. (I), Marital Assets
Date of
Asset ~ Valuation ~
A, Marital Residence $141,000 Present $112,000
1016 C~stal Creek Circle
Meehan csburg, PA 17055
B, 1988 Honda Accord $1,825 Present
C, 1990 Acura Integra $3,625 Present
D, 1985 Honda Accord $3,000 May 1993
(wife received)
E. 401K (Husband) $17,270,48
F. PSERS (Wife) $7 ,
G, Refrigerator $ 500 Present N/A
H, Camera $ 300 Present N/A
I. Bedroom Furniture & $1,200 Present N/A
Accessories
J, Swing Set $ 400 Present N/A
K, Camcorder $ 650 Present N/A
L.TV $ 150 Present N/A
M, Washer/Dryer $ 300 Present N/A
N, Couch/Chair $ 250 Present N/A
0, Couch/Loveseal $ 200 Present N/A
p, Tools .$ 150 Present N/A
/
I
I
I
Q, Desk
$ 50
Present
N/A
1, (II), Non-Marital Assets
A. Plaintiff believes and therefore avers that Defendant has acquired assets
since the parties separation, some of which may have been acquired through the
sale, trade or other disposition of marital assets, or otherwise, Plaintiff requests the
right to reasonably supplement this statement when Defendant flies her Inventory
pursuant to PA R.C,P, (1920,33(a)),
B, Defendant has not acquired any assets of significant value sine the parties'
separation on May 10, 1993,
C, The parties had no assets of any slgnlflcant value prior to their marriage on
May 14, 1983,
2, Exoerts
A, Greg Rothman - Real estate appraiser, Mr, Rothman's report Is attached
hereto,
B, Auctioneer - Bill Chenoweth
C, Harry Leister - Pension appraisal
3, Witnesses other than the oartles
None,
4, Exhibits
A, Pennsylvania National Bank Note and Security Agreement (Plaintiffs
Exhibit 1),
Gross monthly - $4,917
Net monthly - $3,805,78
Deductions - See pay stub attached
6, EXDenses
Will supplement as soon as possible,
7. Pensions
PSERS (Wife's pension) is unknown, Marital portion is being updated and
valued, 401(K) (Husband's) approximately $17,270.48, (marital portion),
B, PHEAA Loan Documentation (Plaintiffs Exhibit 2)
C, Settlement Sheet for marital residence (Plaintiffs Exhibit 3)
D, CW Fritz Invoice (Plaintiffs Exhibit 4)
E, Dr, Thompson - Invoice (Plaintiffs Exhibit 5)
F, Hampden Township bill (Plaintiffs Exhibit 6)
G, PP&L bill (Plaintiffs Exhibit 7)
H. Bell Atlantic bill (Plaintiffs Exhibit 8)
I. W-2's (husband) for years 1985-1988 (Plaintiffs Exhibit 9)
J, Summary of Debts listing date of separation and present balances
(Plaintiffs Exhibit 10),
K. Greg Rothman - real estate appraisal (Plaintiffs Exhibit 11)
L. Auctioneer (Plaintiffs Exhibit 12)
M, Harry Leister's pension evaluation (Plaintiffs Exhibit 13)
N, Husband's pay stubs
0, 1997 Tax Return
p, NADA Car Values
. All exhibits currently available have been attached, Plaintiff will supplement
exhibits Immediately upon receipt.
5, Income
..
8, Counsel Fees
Plaintiff does not seek counsel fees from Defendant Plaintiff submits that each
party should pay his or her own counsel fees,
9, Disputes as to Valuation of Tanolble Personal Property
Defendant Is unaware of any dispute as to the value of any tangible personal
property,
10, Marital Debts
A. Mortgage on marital residence, $119,000 at the date of separation,
$121,000 Initial amount of debt. Current balance $112,200. Husband has made all
payments In average amount of $1,100 every month since May of 1993, Print out of
payment history from CIT-FED mortgage company will be offered In support of
Plaintiffs claim for credit.
B, PHEAA Loan - $12,720 owed on date of separation, Initial amount owed
$25,440, originally Incurred In August 1985, Purpose of loans to use for parties' living
expenses and other various purchases which benefitted both parties equally, None of
the loan proceeds were used for Plaintiffs law school tuition, Defendant has made all
payments since May of 1993, Print out of payment history will be offered In support
of Plaintiffs claim for credit. Balance due $850, This debt will be satisfied In
September of 1998,
C, PNB Loan (second mortgage) . Loan Incurred April 25, 1993, total amount
$29,919,60, Amount owed at date of separation was $21,252,64, Current balance
$1,300, Plaintiff has made all payments in the amount of $450,00 monthly since May
of 1993, Purpose of the loan was to consolidate parties' joint debts (credit cards,
balance of car loan),
Dllod Apdl 21 .
,10 U HOT1CII II cIlod<od {]
TOlo! of' PoymontI
Tho _ you wm ~IYI po!d
1ftif' you have made III
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IIlon of f1noncod
_ f1noncod
21,2n...
AmatIlI given 10 you dlrldly
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TIle ...., of your etod" Tho doll.. - "'"
. I jtII1y r.... etodll will COIl you,
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prcwldod 10 you on
your bohlJl,
.
~lPili on you,
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Amount plld to adMII en your ~f
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1.7000 "". !,666.9a. S
y,." .oymont _ will be:
fUnblf of PoymonI' Amounl .1 Plymooll
4 '.66
:11,252.64 S
26,919.60 .
. fn4tWlI en "Umll.
When PIYfM'lII Ar. 0\.;.
Monthly, beginning Jun' 1
,19 U
10 inlurlllCe comPIn'I
I au.,1 glY ng . llCUIlty Inl,,"1 In:
o "'" goodl Ot _erty bIlng puroh..od.
lE (brill dftcnplion of _ property) YOIIR .ROPlATY
I'1IInI _ . 2S.S0 10
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UtI ChIrgII II . payment II letl, you will bl charged the 11..,r 01 3" ot the payment. Of 12&.00, but In no event will
"'" 1111 ohlllll be II" 1I111l .,0.00. 10
......"IlIIII.,I you poy oIIl111y, you will nlll ~IYI 10 PlY' ponlllY. · 6,031.61
Baa youI .....act d<Jol,mInll lor II'rt oddlllonll Intormlllon .bout nonpoymonl, d.llUlt, Illy loqulrod ..poymon1 In lull 10 ,..ell peL
_" "'" _Iod dll" ond prapoymonl ,oI\.Wld. end PtIlIlIiIl. · '37.16
Tho Annual Par_' Rill, _ Anonood end Paymonl _I. """'" al>cW. or. pill 01 1111. NOli and S_rilY Agr_ (whloh I. oaJlod "'" 'NOlI'. You or.
"'" _ (Ot _.) who Ilgnt .. "Bon...... Ot ~Ignor. bllow. II mot. 1I111l on. p...on .Ign. bilOW, 100?I of you will bl lI.bll, ..porallly and 100_, lor III
at yf1Jf proml... In "'II Noll.
JU.U
,SICU VIlA
11,i1n.11
,IICU
~UprvDtoISJs: PIHNIYLVANIA NATIONAL BANK AND mUIT COMPANY
Of to our ordet, It Iffl of our amon. the Amoml Anenced. plul Inll'''' II provided below. In the runbet' of equal rTlCW\thly pl'f'Mll"ltl Ihown In the PIYlT*1t SoheduI..
PaymanIa or. eM blglMIng on "'" dll' IndloaJod In "'" Poymllll _,. ond on "'" ..... dll'/ of .o0?I IoIlowing menm ....111 w. ... plld In lull. Vou moy Pll'/ In
odYonca all Ot pill of lt1a bll..- dua aI ony lima wl1houl PtIlIIIY Ot promlum,
IeoIIIttY ~. A. ."",rilY lor "'" pr"",pl poymonl .11 1111 111"" you OW, IIDW 1NTI!1l!IT II CIIAIlO!D, 1111 An..- Chlfll' con.lltl only of 1n\....1
ond IhO propar patIorm..- .1 you, pr"",'", In 1111. Noll, you ond III tha Impoood dally on 111. outllllldlng bll..- of tha Amounl Anonood II "'" AmuaI
'C<>()wnaIa' Ilgnlng bIlow gron1 UI: PllconI.g. RII.. 111. An..- Chlfll' - al>cW. wa ftgurod by ...umIng thai
(I) . ._rilY Int...., In "'" IoIlowing pI"onll proplrty, ond III aqulpmllll and III poymonll Worl raoalvod on 1I111r eM dll... If II'rt payrntnl II III.. you muat
_1OIi1l: plY""'" An..... Chorg. 1I111l II .'-" -.. of "'" oddillonll Int..1I1 Impooad.
II you PlY tarlt. Ihl Antneed Chargl will be I.... 1M ImOU1I ot the Incr.... 01
deatlUI In AnllnCe Chargl will bl due with the Iut payment. VItllch wUl be
t. modIfied to reflect thl actual ImQUOt thin due.
2.
IET-o"1 'Thl law HIVI. u. . right 01 ..t-oft In atr'I of your property In OUt
pot.e..lon et tltY 'me. Including depotlt eccc::a.rn.. Thi. m"'" Ihel. It you
default, we mlY ex.reile our right 01 ..--oft tnd apply tItY of your property In our
pOl....lon. IncludIng dlpotll accounts. to the .um. you owe an thl. Note.
3.
OUr .eourlty Int.....t lnCIudn part.. called -acce..lon.: added 10 thl perlonal
proporty aI 01'1'/ III.. lima.
(II) I "~g_' upon 1016 CRYSTAL CREBIt DRIVE fLOOD INSURANCet II chtcked n I Inlurance II required agalnlt ftood dll11l1Qt
"""'I _ to Improved r..1 propertV (l( mobuiliome COIleteral.
KlCUlllCSBURG PI. 170!!1991 .
pf'ODeftY I lecurn I at. ,. CIJ the - la1er.. ur rig tl and
your r..pooiIlbllltl.. loo"dlng II'rt poraonal proparty COllllllol or. provldtd In 1111. PIlOP!1ITY INIURANC!. II 1111. Noll II ._rod by COllllorol whloh I. nol In ,."
_ Agr_, ""'ch conll",," on 111. IlYor.. .,dl. Our lIghl' In ony rool p......,on, In.ur..- .gllnlt phy.,oaJ dlm.g. 10 111. CoIllI..1I II ,oqlllrod lor "'"
I')roptf1V CoIllllfal arl conttlned In the Mortgagl. At your expenl" you will lull tenn of thil Note.
_II' ond loin wi1l1 UI In Ilgnlng ond ftllng _onll ond In likIng Orty
athlf Illpl whfch WI dHm necellary to Plrl0G1, mllnttln perfectIon of, ...,d
.111.", ou' l_rilY Int...., In "'" COllllorll, flOOD INSURANCE AND PROPERlY INSURANCE MAY SE OBTAINED lHR01JQH
IF NO REAL OR PERSONAL PROPERlY IS IDENTIAED ABOVE, lHlS NOTE IS Am AGENT, BROKER DR OlHER PERSON OF YOUR CHOICe. S.. In.ur.... In
UNSECURED. Sactlon 2.4 011111 S_lIlY Agr_onl on 111. ,avll" .,d..
CAlM INIUIlANCI II NOT RIQUIR!D. Subjact 10 OOClpllllCO by lt1a In.urar nomed bilOW, .rodlllnlllronco II avllllbl. 1I1roug~ "' lor "'" lann of 1111. NoI. at "'"
COII(.1 _ bIlow. Slngl. CrocIlI Uf. ond Slngl. Crodll Accldllll & HIII1h In.uronco or. avllllbl. 10 II'rt ana Borrow" or Ci>-8lgnar Ilgnlng fa( Inlur..- balow,
JoInI Crodll ut. InlUr..- I. 1Y1l11b1. 10 II'rt two .1 you .Ignlng lor .uch In.llr..- b.low, No crodll Inlllr..- will be provided unl,," "'" approprill' 1111-"1') II
.Ignod by "'" par.on(.) I. be Inlurld ond m. COII(') .'-" bllow all Included In 1110 Amount Anlllead. (S.. 111. NOTICE OF PROPOSED CREDIT INSURANCE on
"'" IIY_ .'d..)
By Ilgnlng, you want Singl. Credit Ut. Inlur~C8.
which COlli . 363.n
By "gnlng, you Willi Slngl. Crodlt A~dllll &
Health Inlurance, whIch COlli S 0.00
By .Ignlng, you bo1h wonl JoInl Crodll UII
Insurance, which COItl I Whll arl
your -a"?
1. - V....
2. - V....
Slgnatur.. of bath penonl to be InJured
fol' Joint Credit ute Inlurance
SlgnllUfI of peraon to be Inlured for Single Credit UfA.
lnlurence
RICHARD A ISTACIO
WhIZ II your age?
SIgnature 01 perlon to ti-inlured for Slngll
Credit Accident & Health, Inlurance
33
Vearl
What I, your age')
Vearl
InlUllr: InllUNO UF! INSUIlANC! CO,
lHE ADDIl10NAL TERMS AND SECURITY AGREEt.'ENT ON PAGE 2A OF 2A ARE PART OF THIS NOTE.
BY SIGNING BF.LDW, YOU INTOND TO BE LEGALl.Y BOUND BY All. OF THE TERMS OF THIS NOTE.
,YOU A 0 ACKNOWLEDGE RECEIVlNG A COMPLETED COPY OF THIS NOTE.
1016 CRYSTAL CRiBIt D HlCBAftICSBURQ PI. 110!!1991
Addre..
1016 CRYSTAL CRIll D HlCHANIC8BURO PA 170551991
A~drlll
BQI'fOW8f'1 Slgnaturl
8QNaNe(1 Slgnatufl
NOTICE TO co.SIONER
Y.u "" baing ulcId to gUArlnl.. \hI. dabL Think ca..lully bolo.. you do. II the Borrower d_n'l ply the deb~ you will hive 10. Be
.u.. you Cln olIord 10 poy II you h.ve 10, Ind \hll you wanllo .ocopllhl. lllpanllblllty.
You AllY hi.. to plY up 10 the lull .mounl .1 the debl lithe B.rr....r doee n.1 ply. Y.u mly .100 hI.1 10 ply 1111 - .r oolllollon
ooato. which In._ \hI. Im.unL
1111 CNdn.r can oollaol \hI. dabl tr.m yOU wllhout nrll Irylng 10 collaol tram the Borrow.,. 1111 Credllor can UN the ..me oolllcllon
melhoda egalnal you \hI1 Cln III uMd egll"ll the B.rrowlI, .uch "' .ulng you, tic. II \hI. debl II .ver In dellull, \hI1 IIat Ally.......... ·
port 01 your .redn .....rd.
CO-SIGNER'S SURElY AGREEMENT: Vou, lno p.llon (or p."on.) ,Ionlno .. .c..S,gnor' bilow, pr"",'" 10 PlY 10 U', or 10 our ordor, 111. Amounl Anonood, plUl
Inte'et' end other ehlrget, .. provided In thl. Note> You Intend 10 be legally bound by III the terma 0' \hll Note. IIpll/'llely end together. with the Botfowlt'. You are
making thll proml.. 10 Induce UI to mlkl lh1 loan to the BorTOWOl', l\Ien though thl proceed' will btt uaect Mlt for the Borrow,,', beneft!. You egr.. that we may
leek Immedlell paymenl from you WIthout making Illy prior demand for paymonl upon the Borrower. You tJIQ tcknowltdge recel\'lng I completld copy of thl. Noel.
Co:.Slgll8l'" Slgl\ltUfI
~igner'. SlgnlNrl
J;"ddr,"
Date
Add'"1
Dati
Co.oWNER'S SECURllY AGREEMENT: You, I~I .."on "gning .. .Co-Own.r. bilow, tOOlmor '.hh m. Betrowor Ot othlrwi.. b"ng .11 olm. ownl" oltha Colllloral,
gron1 UI . ._rllY Inllr..' In 111. COllalorll ,dlllll~od lboYl, II m. CoIlllorol con.I." 01 p."onll property, you Igr.. 10 b. bound by 111. II"'" 01 "'" SacurilY
Agr_ conlalnod In mi. Noll, II 111. CoIlalor>! con.IIt. 01 r.1I proplrty, you Igroo 10 b. bound by m. II"'" .1lt1a MorIg.gI, You or. gronllng UtI 1111. l_rilY
1n\...., 10 Induca u. 10 m.1<o 111. loon 10 I~I Borrowor ond 10 .OICU" Ih. poymlllt by 1111 Borrowor .1 all .um. dul undor mil Notl. II, upon dlllUl\ ond .11. of "'"
CoIllllfaJ, there remalnl eny .urn 11m due UI j the Note, you will no' be obligated 10 ply UI thll aum.
eo.o-r" SlgnllUr. -----~-:-:-~:-~--A:'~c.!!-,.,-...--...-,-" ------ oar.-
IIIII1IIIIIIIII
ADDmONAL TERMS
RBTURNllD CHI!CK CHAROI!, \I yo. ..nd .. . chock or olh.. It.m In "'ULTIPLB PARTIES, \lth.re II more than one Borrow.. on thl. HOIl, or
paym.nl 0I1UI1I. you ow. on Ihll Hot. .nd Ih.I It.m I. relUm.d .npald lor on. or more ~I.n.n, .11 01 your obll..llo.. .hlll be prim.ry, l!eeh 01 you
Iny flUOR, we wllIlmpoee I Return Item Poe of ttS.OO. will be liable I leparl..I)' and tGlether, for .11 of your prom'", In this NOll.
DBfAULTI The followtnllf' each "Default.": WAtvBR: If we declare Ihe unpaid balance \If tho Hotland earned Intortl'
(II You f.n to mike In)' payment to UI on or before tho day It comet dUOj 10 be immediately duo and payable, you ",.Ive your r1ahtl to tlqulr. UI to
\iI You provide UI with ,.Iae Information Of Illnlturel I' Iny Itmo; do certain thlna.. ThOle thin., .,e:
(II Vo. dl. or becom. I...lly I..ompel.nt; (I) to d.m.nd p.ym.nt 01 .mo.nt. due (known .. "pII..ntm.nl");
(I.) Vou do nol promptly .nd properly perfonn .ny 01 yo.r prom I... or (II) 10 .1.. nollce Ih.1 .mounll due h... not he.n p.ld (known .. "nollce
abll..llo.. In thl. HOIl, Ih. Security A.re.m.nl. Ih. "'on.... or In 01 dl.honor"); .nd
any other nole or a.,eement you noW or lale' have with Uti (UI) to ohtaln an omclal cerrifteatton of nonpayment (known .. "protelt").
(.) Vo. cennol p,y .ny 01 your d.bll .. th.y .om. du.;
(viI Th. CoII.t...II. I..t, 1I01.n, dam...d or d.llloy.d; W. w.I.. Ih. ri.hI 10 tr..t .ny property olh.r th.n Ih. CoII.t...1 .. IOCIlrity
(vii Th. CoII.II..1 I. ..'d. tnn,'.n.d, I....d, .I..n or d.II....d, In whol. lor thl. HOIl, A w.I..r 01 .ny oth.r 01 our ri.hll .nd.r Ihl. Not. will not he
or In pan, 10 . penon who I. nol . p.rty to Ih. Security A.r..m.nl or .rrocll.. .nl... It I. In · .I.n.d wrilln.,
Mon....; HO HOTICB OR LOSS OF RIOHTS, W. cen do .ny 01 th. lollowln.
(villI Proc..dln..... he.un .nd.r th. O.nkn'ptcy Cod. by or ...Inll yo.; withoutt.llln. yo. ot 1..ln. .ny ri.hll ...In.I you or th. CoII.II..1:
(II Any I.d.m.nl I. .nt.r.d 01 r..ord '1.lnll yo.; or (I) ....pl I ch..k or oth.r ord.r m..ked "p.ld In lull" or with oImll..
(I) Any 01 your property II .nl.h.d or ..bJOCllo heln. lorl.h.d, I.n..... .. · p.rtI., p.ym.nt .nd.. Ihl. HOII;
OBPAULT AHD RI!QUIRI!O PAYMI!NT IN I'ULL, \I .ny O.I.ull (II) .1.. .ddlllon.lllm. lor paym.nl 01 .ny .mount owIn. und.r Ihl. 1'4011;
QCCun, we mlY, If we chOOte, "Iccelerlto" tho mlturity of thl. Note. 11\1. (Ill) IIcrcllO, live up or dellY ClIcrcllln. Iny rilM ISllnlt Iny ponon or
melN wo ml)' doclare tho entiro remllnlnl unplld blllnea of the Amount propert)'i
Plu...d .nd ..med Int.r..tlo be Imm.dl.t.ly due .nd p.y.bl., How...., (I'l.dd or ..I.... .ny penon ot property obll..I.d und.. lhll Hot.; or
IIthll HOIl II oecur.d by . "'on.... on r..ld.ntl.1 r..1 property CoII.I...', (. 1.11 to protocI or .nlon" o.r Inl.r.'lln .ny 01 th. CoII.t...1.
II requlr.d by I.w, w. will nnt ..nd you. tlm.ly notlc. 01 th. D.I..It,
.dvIo1n. yo. 01 your ri.ht 10 c.r. tho O.I.ult .nd 01 o.r Int.nllon to I.k. RISK OF LOSS, Vou will r.m.ln bo.nd by Ihl. Hot. ...n II Ih. CoII.I...1
..tlon II you do nol c.re within th. 11m. perind provid.d In o.r nollc., "w. I. 1..1, .tol.n, dam...d or dlltroy.d,
nl. .n .cllon to colllOt .mo.nllln 0.,..11, yo. .1.. ..r.. 10 p,y .11 01 o.r OI!NllPIT AHD BURDI!H, Allth. ben.nll 01 Ihl. 1'4011 .h.1I I..or .., our
..urt COlli .nd our r....n.bl. .nom.y.' I... 01 20'ill 01 Ih. .mount du., ........n .nd ..oIan., Th. ohll..llo.. .h.1I bind you, .nd yo.r h.ln,
Our ri.hl 10 ..lIoct .nom.)'I' I... m.y he IImll.d durin. .ny cure period penon.1 r.pr...nl.II... .nd ...I.n.,
provid.d by I.w, W. will ..nllnu. 10 Impooo Int.r.'1 dally on .1I1U111' ow.d HOTICllS: Unl... ott.erwt.. r.qult.d by I.w, ...h d.m.nd or notlc. under
to .. .t Ih. ..II provid.d In Ihll Hot. unlll w. roc.lv. p.ym.nlln lull, ...n thll HOI. .h.1I be d.II....d or ..nt by r...11I m.II, .ddr....d 10 Ih. party .1
II w. h... obllln.d j.dam.nt .a.l..t you, III .ddr... II provid.d In Ihl. HOIl, Blth.. p.rty m.y eh.n.. III .ddreu by
LATI! CHAROB: Vou ..r.. 10 p,y . I.t. .hlla. 01 th. I....r 01 $25,00, or .Ivin. ouch . noli.. to Ih. oth.r p.rty, R....n.bl. nollc., wh.n notIc. II
3'i11 01 th. paym.nl .mounl, II .ny p.ym.nll. not m.d. within 15 day. 01 III r.qulr.d, .hllI be d..m.d 10 be 10 day.,
d.. dat., In no ...nl willth. Ill. ch..a. he I... th.n SIO,OO, Ho I.te.hll.' LAW, Thll Hot. will be ....m.d by Ih. I.w.ol th. Commonw..lth 01
will he due II th. r....n Ih. paym.ntl. 1.1' I. . eonllnulna d.llnqu.ncy on ·
prior p.ym.nt or boce.... .11.r d.I..It, Ih. .ntlr. oUIII.ndlna h.I.... P.nnoyl..nl., unl... I.d...II.w. .pply,
became due.
SECURITY AGREEMENT
provid.d In thll HOIl, " yo. 1.11 10 honor your promlle. 10 m.lnllln
InlUfIlllCe In effect, or to PlY nlln. feCi, taUt or tho COItI nece...ry to keep
the Collaterll In load condition Ind repllr, we may, If wo alone ChOOlO,
.d..... .ny 1UI1I' yo. promll.d 10 pay .nd oblllln r.pl......nt lneurance,
However, Iny repllcement Inlurlneo wo obtain to cover Iou or damllo to
th. CoII.t...1 m.y he IImll.d 10 .n .mo.nt nol.r..I.. th.n wh.t you "".
on Ihl. Hot., Any .mo.nl w. .dv.nc. on your beh.1I will be .dd.d to th.
b.I.... on whl.h w. Impoo' PIn.... Chll..' .tth. AnnUlI p....nll.. R.1I
01 Ihl. Hote .nd m.y be r.p.y.ble; (I) Imm.dl.t.ly upon d.m.nd; (II) .Ion.
wilh yo.r monthly p.ym.nll; or (III) .t th. .nd 01 Ih. Hot., II w. .Ione
m.y opoclly, O.r p.ym.nll on your hehlll will nol cure your I.II.te 10
perfonn yo.r prom I... In Ihl. Sec.rity A.r..m.nl,
2,7 INSPI!CTIOH, VO. will pennlt .. 10 In.poet Ih. CoII.I...1 .t .ny
rellOnable time.
SI!C'l10H I, LOAH AND COLLATI!RAL, Wh.n you .Ian Ihl. Hol. .nd
dcliver it to UI, and complete the other required detan., we will mak.e a loan
to you, Thll Sec.rity A.r..m.nt .ppll.. only 10 peroon.1 property d...rihed
II CoII.I.III on Ih. front old. 01 Ihl. Hot., A. UI.d In Ih. lollowina Secllon.
01 thll Sec.rity Aar..m.nt, "yo." .1.0 1..I.d.. .ny Co-Own.r 01 th.
CoII.I...I,
SI!C'l10H 2, VOUR OTltI!R AORBI!MBNTS.
2,1 OWN, SI!LL, BTC, Yo. own Ih. CoII.t...1 Ir.. .nd cI... 01 .1I11.n.
Ind lecurlty Intcrestl. You will not .ell, tran.fer, lello, live, deliver or
oth.rwt.. dlopoo. 01 th. CoII.t...I, In whol. or In p.n, to .ny penon who I.
not . party to thl. SOCUrity A.r..m.nt, VO. will not pennlt .ny lI.n or
IleCUriry Interut to be obtained on the Colllteral other than oun.
2,2 MAlNTAlNl!oIO '\"HI! COLLA Tl!RAL, Al yo.r ...t. you will m.lnt.ln
Ih. CoII.I...I In .oad ..ndlllon .nd r.p.lr, Yo. will pr...". It .a.lnll I...
or damale. You will pay an tale. and othor charae. on the Collateral. Vou
will nol ... th. Collat...IIII...lly or lor hire,
2,3 DI!POSIT ACCOUNTS, " Ih. CoII.t.1I1 con.I.1I 01 . d.poolt ...o.nt or
cert\ncata of depDItt, wo may refuJe to anow )'ou to clote the account or
withd..w .ny .um. Irom It, \I th. d.poall ...ount or c.rtlft..t. 01 d.pooll
maturea while the Note remalnl unplld, we will aUlomatically renew the
d.poall lor tho ..m. 11m. period. II provid.d In tho d.poolt .ar..m.nl,
unleu )'ou Ind wo a.ree that the deposit Ihould be renewed on other term..
Th. r.n.w.1 d.poolt .h.1I he CoII.t.ral..bj..tto Ihl. Security Aar..m.nl,
2,4 INSURAHCE, Whll. .ny .um. .re ow.d on thl. Hot.. yo. will corty
Inlurance on any Colllterll which I. not In our poIselllon Isaln.t nre, theft
and other cllualty. The polley mUlt cantlin a deductible cllUlo and be In In
Imount Ind wllh an inlurer thlt Ire ..tldactory to ut. The polley mUlt namo
UI.. Ih. "I_p.y..," Th. poll.y mUlt provide lhot .ny I... I. to he p.y.bl.
10 you Ind to UI II our Intereltl Ippear. It mUlt 1110 provide thlt we bo
Ilvcn not Ie.. than 10 day. prior wrinen notice of any cancellltion or
reduction In coverale for Iny realOn. Upon requClt, you lhalt deliver the
pollclel, eerttftcatCl or other evidence of Inlurlnee 10 UI. 1n the event of any
Iou or damlao to the Collateral, you will Immedlalely"nodfy UI In writina
Ind file a proof of 1011 with the Inlurer. We may file I proof of Iou on your
behllf if you ran or refute to do 10. We may Ilia .Isn your name 10 any
check, draft or other order for the payment of Inlurance proceedJ In the
event of Iou or damaso to the Collateral. 1f It i. economically fealible, In
our judsmcnl, we wUlapp1)' tho Inlurlnee proceeda to repair or replace Ihe
Collaterll. Olherwlle, we will Ippl)' the proceeds 10 reduce tbe tum.: you
owe on thlt Noto.
2,' H01TNO OUR SI!CURITY INTI!RBST, II. c.rtlfte.l. 01 tltl. I.
luUed for the Colllteral, you will lullt UI In having our tecunl)' Interelt
noted on the certificate of lIt1e.
2,6 YOUR AUTltORITY TO US, II yo. 1.1110 do wh.tl. r.qulr.d 01 yo.
by Sectlonl 2.2, 2.4 and 2.', we may if we choole, perronn your obllaalionl
and pay luch cottl and uponlel. We wl11 add the .mounta wo Idvance 10
the auml Ihe Borrower owe. on thll Note, on which we Impose Intcre.t .1
SBCTIOH 3, HO LOSS OP RIOHTS, Th. Hoto .nd thl. Security
Alreement ma)' be nesotiated, 1..llned, e.tended or renewco by UI wltbout
rele"tnl any of you or tho Collateral. We may add or relellO an)' penon or
property obll..t.d .nder Ih. Hot. .nd Ihl. Security Aar..m.nt without
loon. o.r riahllln Ih. CoII.te..I,
SI!CTIOH 4, DI!PAUL T, A DeI.ult und.r th. HOIl will be . D.I..lt under
thl. Security Aar..m.nt, In .ddlllon 10 .11 th. n.hll .nd r.m.dl.. 01 ·
....r.d p.rty .pon d.I..1I whl.h ... provid.d und.r Ih. Unllonn
Comm."I.1 Cod" upon o.r decl.rin. Ih. Hot. to be Imm.dl.I.ly duo .nd
p.y.bl.:
4,1 APPLlCATIOH OP DBPOSITS, w. m.y .pply .ny d.poolt. I..,.d.d In
Ih. Collat.ral ...Inll Ih. ..m. th. Bonow.r ow.. on Ihl. Hot., " Ih.
Collatera' conltlt. of a time depDItt or certiftcate of depoIU, wc may
t.nnln.t. th. d.poolt helore m'lUrity In ord.r to r..II.. on th. CoII.I...I, 11
we tennlnate the dCpoItt, the contrlct of depotlt or Ippllcable law may
require thai we Impolle lubltanlill penaltiel for the early withdrawal.
4,2 SURRBNDI!R OP COLLATI!RAL, W. m.y r.qulre you 10 ourr.nd.r
the Collateral to UI all reasonably convenient place we de.lanate.
4,3 PI!ACI!I'UL RI!POSSI!SSlOH, \I yo. don't ..rr.nd.r Ih. CoII.I.ralto
\lI, we may tak.e poaaculon of h, with or without lelal procell, In accordance
with law. You authorize UI to peaceabl)' enter upon Iny premllC' whero the
Collateral m.y he loc.t.d lor Ih. purpoa. 01 t.klng poIIO..lon .nd r.movin.II,
4,4 I!XPI!HSES OP RI!POSSI!SSlOH AND STORAOB, W. m.y .hll..
you our realOnable eapenle. In repoueulnl, trantportinl, repa1rlnl, .torina
.nd ..lIIna Ih. CoII.t.ral .. lona .. th.y .re .1I0w.d by I.w,
4,' SALI! OP COLLATI!RAL, W. m.y ..11, ...Ian or d.II..r Ih. CoII.,...1
at one or more public or private ..te.. We .nil give you reasonable nodee of
the lime and place of ..Ie. We may purchllo Ihe Collateral at thlt ..Ie, Itee
01 any .q.lt.bl. or l.a.1 riSht or .1.lm you m.y h... In Ih. CoII.t...I, W.
will apply the proceeda of ..Ie nnt to our elpenle. and then to 'he auml the
Borrower ow.. on Ihl. Hot., W. will p,y .ny .urpl.. to yo., " . IUI1I I. .1111
owed to UI, the Bonower Ind Co-Sllner mUlt PlY It 10 UI.
NOTICE OF PROPOSED CREDIT INSURANCE
Tho SI.n.r(.) 01 thl. Hote h.r.by t.k.(.) notl.. Ih.1 Orollp Cr.dlt LII. In.."'" eo.era.. .ndlor Oroup Cr.dlt A..ld.nt .nd H..lth In.ur.... c...n..
will he .ppllca~l. to thl. Hot. 11.0 milked on Ih. front olthl. Hot., .nd ..eh .u.h type 01 .0...... will be wrin.n by Ih. I........ company ..m.d,
Thl. In.ura..., ..bj..t to .cc.ptane. by Ih. In.urer. co..n only th. penon(.) .Ianln. Ih. r.q.elt lor .uch In....ne., Th. .mount 01 chll.. I. Indlcat.d
lor ..ch type 01 .r.dll In....... 10 be pureh...d, Th. t.nn 01 Ih. In..ra... will .omm.... II 01 th. dat. th. Indeht.dn... I. I..urr.d or on Ih. dat.
Irmn which th. Inler..t or PIn.... Chlla.' .ccru., II lot.r, .nd ...111 ..plr. on Ih. orialn.1 och.dul.d m.turity date of th. Ind.ht.dn..., Subject 10
....pllne. hy the In.ur.r .nd within 30 d.y., there will h. d.lI.errd tn th. In.ured d.htor(.) . c.nlnc.t. nl In.urane. more fully d...rihtna th. In.ura...,
1n the o~cnt of prepaymenl of Ihe Inde.htednell. I refund of Inlurance chargel will he mlde when due.
.-.---".--.--.....-----
-..-.------..
__.._. __.~ ___.___.._...._________~_._ __.._~n__'~___
NOTICE: SEE IA Qt' 2A FOR IMPORTANT INFORMATION
ITEMIZATION OF AMOUNT FINANCED ACCOUNT NUMBER: 1987020011
PENNSYLVANIA NATIONAL DANK AND TRUST
DATE: April 26. 19
LENDER: -------
,
Slgnalul1l 01 Bonower
~ 'tl&/acUJ
~Bonower
UHl-fORM (R) I PEHN Ill" 11
fORM ,,, lA' pw2)
CUSTOMER COPY
COKKOIIIILIH LIID IllLI IISORIICI COKIAII
121581,81
D,S. Dlllrt.lnt of Hoo.lal 104 Drbla DI'llolllot
OKI 10, 1111-1111
11,1"1 104 A44rl" of SIII.r
I 0.,14 c, Cook 104 Cbrl.tl K, Cook
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IUIII Ind Wrlll of LlDhr
I lbl Rer.be, Ilak
I
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G,Irollrt, Loc.tloa
Lot 10, I, Ilock 'C', IlIa of Creek,le,
HI.041a t~'albI2. co.be[ilaoi4 Cooat" II
~il~O::::~ ~~O~~R::R;:o:I:~::~:i~;. ,
111,Caotr.ct .111. Irlce 121111,11
112.,arlooll Irol4rtl
Ill.Settle'lat cblrlel to borrower (1loe 1111) 1119,11
A410at.ent. for Itl.. olld b' .Illlr 10 14'lacI
116,Clt,/to,a tlrll 12/11/91 to 12/31/91 21,11
Ul,Cooatl taw to U'lIl,
\I8,SCHOOL 1A1 12/11191 to 16/31/92 Q6,/Sm,u
119.Rlfole/Sever 12/11/91 to 11/11/91 19,11
Ill. GROSS AIODII 001
non 'O!R~nB
III, AKOUIIS lAID II OR 11 IIHALI or lORROIIR
211,D410.lt of elrae.t aoae,
112,Prlacllal laooot of aev 1010(1)
211,lrlltlal 101011)
211.
21\,
2&6,
211,
211,
219,
212,ctollal COltl lal4 bl Seller
121, lOlAL lAID II/rOR
lORROlh
311, lOlAL I' SIIlLIKll1 rROKllO lORROIIR
311,Groll I.ouat dOl frol borro'lr (1101 1211
1II,Le.. laouatl 0114 b,/for borrower 11101 121'
313, CASH
((IlIIROK) (t 110) lORRom
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1.( 1Vl !.r leon. 111I. I I I
C,lotll lbll for. I. forlllbl4 to 11'. '00 . .tltl.llt of acto'l Ilttl..4at co.t.. A.ooat. I.td to .04 b, tb. Ilttlellot Illat Irl
Ibo,o, Itl.1 Ilrkld '(I,O,C)' 'Irl I.ld ootl141 tbl clOllal1 tbl' .rl Ibo'l hlrl for laforlltloall lorlo.11 104 Irl oat laclodld 10
tb4 tOtlh,
0,1"1 104 14drl" of lorrollr
IIcblr4 A, IltlctO 104 Lort I, I.t.clo
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I I, SUKKIRI or SILLIR'S IRAISICIIOI
I III. GROSS AKOUII 001 10 SiLLIR
I 111,Contrlet 11141 Irlel
I 112,Ierlooll Irolert,
1113,
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A41ultlentt for ittll oai4 b, .t1ltt in 14'.Bct
I16,Clt,/tOVD tUlI 12/11191 to 12111/11
111 ,Connty tam to
m,SCROOL !AI 12/11191 to 11/11/12
m,Refau/Sem IlIUI9I to 11/11/12
121. GROSS lKOOII 001
10 SlLUR
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111,DIIO.lt of lerDe.t ,0Dey
112.Settleleot cberlel to Illllr (line tIll'
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611,Gro'l ..ooat doe to lelllr (11De 1211
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683. cm
(\11\ 10) (( I noR) SlLUR
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DI,!.IOD of eO'III.loaflla. ll'l I' follow'l
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21,1' ,er 10,
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lII1.1bltmt or tltll 11mb to
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1If1,f!tle 101011001 blo4er to
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111'.IlttI4110t Cblr,1 to COKIOII11LIB L1ID IIILI IISOR1ICI CO
(Iooludll Ibove It III 10,' I
11",fltll 1010rl001 to COIKOII11LIS L110 IIILI IISOI1ICI CO
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1111,11001'11111 '1 II" 1ll0RIII to COKKOII11LIS Lila IIILI IIIOR1ICI CO
11'1, GOIIIIKII! IICOIOIIO 110 IR1IS.11 CR1ROIS
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PORI III (4.111 511 '1'1 3 for olrtlfloltlol lad Itllltorel
'aol 2 of POll lPPloved 018 10, 2582.8115
palo PIOI I PlIO rlOK
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ItltlllDt, IIC09DltlD9 tblt tbl COlpIO' II Dot 1III0Dllbll fOI tbl ICCOIIC' 01 '1IIdlt, of dllbolllllDt 1I00Dtl 01 tbl
cOlplltlDll1 Df dllClolOll of Cbl1911 Ildl b, otblll, OllbolllllDtl lid I blllODdll III 90lllDtlld b, tbl COlpID', 'oDdl
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tblt I bl'l Ilcel'ld I CO " of tbl 100-1 Ilttleleat Itltlleat,
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lettllllat 111 at
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~ 1\pprai.sers & J\na1ysts
UNIFORM RESIDENTIAL APPRAISAL REPORT
Creek Drive City Mech&1icsbw:q
35~e BB2
10-16-1060-059
." .
ltata PA ~ Cod. 170!?5
C"'!'!oy CUrti:Jer1,!M)CI
u <a,98-99 RR. Tu!'.L$11.00 .s~jal~on...~~~
.. Richard/Lori EstaciQ Cl!<!'I'!".LCK~~'r_D_T.~on,_C:Ly"onL
-1'roJ"lJ11'! n ruo n C"""omlnj",~IIl!IIl.ry".onllJ ___.!lllA' ~O=._.._.. ...!M".
~!'~l'!!~m". 1.9-1!i.::1Q!i9.::Q!1~ ..s'.."'.T",! ._.9113._._.____
Dac.n9!~~ S amount oJ~ 'h!rl~/cO!!f~~!~~--'!l.Jl!._J'll4..b)'.~~l!LN/1\~____.. --~--_._----
Add,.." 111 tlQ!:th Fl.!,'J~f!treej;.I_Qarrisburg,_PAu...__
d ." 35 2 st S 01
rndomlrwll !Unll. ramlly hOWlln, rmmlland UN , !.and UN chlnl'
"''''ran<>' PRICn A<lB 100 nil 0
1(000) u<n) OM r...", __ LAJ lIot Uk.l, l.!kll,
_~Q..I~w_5 '''''unlly Dlnpmcftl
!QO 1II1~ 7.0 M.Ioj.f...", __ T.,
ITIIu~om;;[U Commercial
155 15
u
.llhloo"'* Of ....10<1 II.... Creek ViE!\'/'
N/A Data .rs.J....NLA
Richani A. E~!o
erII
o [XJ luburban Rural
o Ovlr11S DO ~s.1IS D Urd..~IS
01llWlh rata 0 Raplol DO ltabl. D I"'"
I'Ioporlj' ...... D 1......In. [X] ltabl. D Da<lI"In.
o.m.nd/lVpplyD 5holU" 00 In tMllan"O Ov., IUppl)'
. &tin n Under J IMI. fXl ,.6 mOl. n Over 1\ mot. V.rant (onr ,,,
NotlI: Ra..~ and \bl I'KIaI tompolhion o( the nll.hborhood are not Ippnlaal (llCtOn,
1I.llhborhondbourd.n...n4,ho_riotl,,: _~ view is 1ccated ~ O!;:r'S Br~ R~~La!l(Lttt~.1!I!'\"-~.!U
'ltIe devel t is in l!!!!r{xIen TaoInBhi..p- an(LCyrrbe~~ Val1~ School Di.!!.!+Jpt.
PKton IhIl atfec\ the ma.....lahUlI)' crill. propcrtlea In the n.l.hbotbooll (prodmlty 10 employmmt and ammillet, employmcnl...blllty, .ppeal to m.rk'l. ew,): .TPe f!\1bject
is lc:cated in 11. res.i.denti,{l,l area of ~ 'l'cMnBhip'. '11le ~ varJ,CllS style hares
of calstruction and corrlitia},. 'ltIe na.ior ~l9Y!rent center is Ilers~
arr:l ~litan area. All of the arrenities ge a 10 ~j:e
MafbI c:ODd.ltkN lit lb.tubJed nel.bborhood (includln. .upport ror lb. ,bov, c:onchuloN related to th.ltmd or property "lluea. dmund/.upply, and mlTkcllnlllm. . . .u~h.. dill on
compcddv. proptrtia rOt..le In lb. nel.bbotbood. ducrlptlon or th, prcnlmce or ..lea and f1nancln. conceulOftl. CIC,): Overall market carlitioos are
OOI1Bid stable rrorI:qaqe interest rates are available at 6% to 8% f~ for 30 ~s.
tine arr:l derran:I 1 are in line for similar areas in this rrarket. New
c:ontruction activi is mxlerate. No adverse rrarketabilit nei.9hbar1lOOCi factors ~
t In to note is that no sales have taken place in Creek VJ,ew in over three
s oc e
Proj<<t InI'onution rot PUDe or .pplable) . . r. th. dcvcloprrlbullder in control or th. Home Ownrn' AMoclalkln (HOA)7 Yea
Approltlmlte total nwnbcr o( unltaln th. .ubJect project N/A "!'Prodm.l. total rumber or unlll rot ..I, in the .ubjrct projcn
be mll .1Ion. Ie Iltlet' A
D_.... 1 6 X 16 T...."ph, sl~ to level
llta.... 29.392 .49 1\cres C.m..u.t [X] Y.. II. II.. aver~
lpe<1fto 1Oftin. 1I...In"d.. ord dlllnpllon Res.L:lentiB1 Shop' aver~
ZoftInt compliance [U Le,,1 D Leall nonconronnln, (ott.ndrlthered UK) D JIIe,tl D No lanln, Dnllw" avera~
I hat" bat un u 1m toYed X Pracnt we Other UN url.ln View gcxxi
UtWtIee l'ubllc Olher Off.Sh.lmprovemmUi Type lAnd~JlInI average
_IOY 00 S....I rracadam Om...,lu<(.co macadam
0.. D Curb/,uner curb ^"rermt eucmenll nc:ne noted
W.ler 00 Sklcw.1k FEldA Special Flood Huard Am 0 Yn lU No
lonIwy"",,, 0 I""'''.hta pole JTOl/1ted FF.MAZon. Zooe C M.pDa.. 2-15-7B
lID ""'. X A" .. lA hi. II.. 420360 A
CommenlI (aw-renl.tVCrM euemmll, mcrMClunmll, .pcdalllltUtnmll. .Ude llUI, lIIe.at or 1e,lt nonconronnln, wnln, w., ctc.):
No adverse l'lIIllarents. en::roachrrents or special aBsesBltellts noted at t.itre of inspect;ioo.
II.
N/A
1 1
1
mUIIOATIOII
I~b _~
Cn...1 Sreet No
1I..,mmt Ml/Flnish
S.mp Pump t/ale ~.w
Ilom"",.. None Noted
Senlemenl ~e_~~~-
Inrellatlnn e
FamJI.r..!.'!'.:.. ~,Rm. I\ft!roomt
1
~
BASCMF.IIT
A... Iq, n. 1000+
S FIn~hol 90%
C.IlIn. ~ 1\calst
W.I~ P~
Flon, C<', ~t
Outiklel!nIl')No
INIUI.ATIOII
R..r
Cellini
Waitt
floar
o
o
o
__0
None 0
lI"k".w"__ []i.]
Fo er JJvln
RXTERlOR DESCRlPnOIl
Foundation ccn::rete
Ext,n., W.l~ Fr~..LP .
Roor Surf." AlS C
a."." '" Dwnopta.l)1JlII1inum
WIrd"W T,p' tP.Lh\ll1g
l..nnll'..... ~sting
. u. nut 0
DInIn kll~.hc.!'_ ---1!!n
OEllERAL DESCRlPnOIl
No, or Unitt 1
No, or Sloria 2
Typo (lld./An.) Detached
Call" (Ityl.) Traditialal
E>o~do./I'ropooed Ex.ts~_
A.. (y".) 12
1
1
.
--'..5
, na~_ -.!~!~...!L_ ~~L- _^re!.~i\:...tL
1 J,OOO:!:L=-
1,~Q9
____ __ _-1611
1
3
,
-~
Iahtd I abcrre.-.de tonlalm:
8 Roonu'
3 It<lrnom' ,
2.5 n.lhl'
1 968
!i lllre =ccln(O nn Jvln
.
INTERIOR t-hleri.b/Condhlnn
o FIoon ~, vinvl
w.I~~l
TrimlFIn~b~n
Oaoh FIoo, Vj,mrl
Oaoh w."",", .YiJurJ.
o..nWooden
IIr:AllNO KITCIIHN I:CJtfIP. ^rnc ^MHNITII:.'i CAR STI1RAOI::
/l\ye Type He.1l.t;_~ R.rriO'"'''' [X] II"". D FI"p'''o{')'__ m Non. 0
/AVf3. Full El~i9 Ra""/Ov... [X] lta;n [J roll" ___ 1.1J 0.",,_.2 I.r can
/}\~,.r:.rdhl".!'._!\yer Ilh"",,1 DO Ilropltal, D o"k [] A,,,,hod Yes.____
/!\vr3 cOOIJN<I 11I.h...b.. [X] ',~"I. [if] P."h_...._.. [] '''ta,bod No_.___
I.AVT3 C,.'ral _Yes_ I'onmood [Xl 11.., l-:=J I'm,.. [..I ".'10.10 No.___
.., 0- [. .J (".~" No.
Ll\~ Other _~_ Mlcrow....e [X..J !luled ronl _ T. +~-..---
rnod ,I< :ver W..ht I) It X 'Ini.htd f ) "'CIU Mac
Addlll....' r....roo ('pI<~I",,," ,m"..., him', ',""~I' _Ceiling_.faJ1B,_fODn'l1._cU!1ing_~Lfi.nishe(Ll~.Jevel,. eat~in_
kitchen.
________. ____._______4_
I Condtt.lon Dr \hI lmprovcmtnll. drrrecl.Unn fph)'lkal, tun\1Innal, anoJ clltman, rep.ln nttded. 'lualjt)' or ton'IN~llnn. mnooelln.'adltltlom. clc,: ~_are._ no ..-.. . .----.
~~a1._ OLfurctlooal.. OOsolescerce .._'l11e_subject . is_in .average _ corrliticrun _theootside as
.Ji!!l1_~s_the_inside... __ .u_____ ......_.__..__... ____...__
AdVCrM m...ltonnuntl! cmlllllml (lUl.h II, hut n..llimil"1 In, hlll"lmll "'IIIU, 1.ldc lut..tann., tl~,) pl"rnl in Ihe imr,nvnnrnl'. ,1ft thf' lilt, lIt In lhr lmrn"lillt vkiml)' IIr Ihe IUt.jtll
P"""l1J',.1lI;pI:aiser_is..notan.expertin.the..identification of hazardoossubstances or detrbrental _.
~ t tf1 corrlitio~.:r1'~"I~~m:~~I' ~.+~f~~~~rrl'Uvfttachoo ~~~rt of ~~/J1~,,,~~
0.11 andlor
V.rllkadOft S....... ~gJ_I--~~ttl_j'( l~ CPML sett18j!,Yl~_ ~_Sj;!j;tled[, ::;'1~
V....lla .lnnlSTMI!Nn nr~CRlnnON DJ1~.flt!M10N +. Ad ~~!l ---P:f:.SCJU!"nON r-(o) S Adh<mrn -ll!J~~f!!MlON +t.)' MIUltm!.~
S.I..r1'Ilwo<In. ..'<' .. 3 [(H: 178 IXM: 32 IXM :
Conoaol... c.",;'... Conv. : Conv. : Caw. :
In.....s.~m.. N/Il. ~/30/9B: 41J.7/9B: -I2L!W7:
I.-lion Su1:A1l:ban SUI:m:ban: Subw:ban: Sub.u:ban:
1aHh.ldlo..SIm.I. Fee S~e_l-feE, SiJ!ple : Fee S!nple : Fee-S~le
SI.. Aver-Mm Averaae: AveJ:E~! l\verl!~
VIow Avera9l'! Averacre' Averaqe' Aver;:~:
b- on<! A_' Traditional Traditional: Traditional : Traditional :
~1-.IC....ouctI... Averaae Average: Avera~: Average:
h. 12 20 : +1 000 23 : +1.500 25 :
C",,",ldon Averaae Averaae: Averaae: Good :
. Above arid. Tola! 8dtml tlathl TolIl Ildrtnl DathlJ Total 8dJt1\l Balhl: ~~I Odtml. D.tht ~
RoomCounl 8: 3: 2.5 10: 3 :2.5 ' 8: 3: 2.5 : 10: 3_: 2.~
OrouUvln.AreIi 1.968 Sn,Ft. 1800 Sft.Ft.: +1500 1,624 S...FI.: 3.000 1.804 Sq,F.. :
Bucm...&flnlohol 1000+/- E\111, Part FUll, Finish: Ml Unfinis:
I .-'11<1." o...t. Office FR None : + 1. 000 Rec: Roan : -1 000 None :
I ",.etloo.1 UdUo. Averaae Averane: Aver''''''': Avera""':
flu_tIn-ICODUn. HP/CA HP/CA"": !!pICA : HPTcii.""':
En,- Emd...I..... Avera"'" A~a: Averl!~: Avera~:
O.n-.I c....rt 2 car 2 car : 2 car : 2 car :
Form, POU., D<<k, ~~tio Deck '-2,500 Cover Patio' -1,500 Patio
. ,... Fi.-..nlace FI;:;;"'lace F~' Fh,,~lace
I 0.... Pool,... Ncne Feoce '-1. 000 None : New Roof. HP:
: : WiIxJa.ls new :
N,."",,,,,,, ii,.i<' n+ n-:. 0 rJ(I+ f,-:. 2.000 n+ 11-:. -5500
~::_~~7.Prl" 1'\?i"\~;:.I~.9<~~~i. 142 000 Ll.~. :::, 140.900 19j<~~:!, 141.500
COll1l1l~~ Oft S.... CompoNon (lnolwln. the .ub]'" P"'I""Y'. CDmpotiblll'1'. th, n.I,bborbood, ,~.): Due to the lack of sales in the subiect
nei it was necessary to QO cut of the clevelcprent. Al:j.~ ~~J.LB!lJ.cs are
similar to the subiect 0I:q?ertv in teIms of nunici~ty. school district,-desi,gn~le,
size. locatiooal characteristics. arrenities. and narket ~l. J\dj~ts \oIere IMde where
warranted. A ncxxl r~f ~ue was deteJ:rnined be~n $140,900 arrl $142,_000,shose a
-ranae value of-S141 000.
~u SUlUErT
........-
II
'IAI ..-.-
1lS1IMA11!DSITIlVAWB..,...."......"",....".., _, '15 000
1lS1IMA11!D RBPRODUC1!ON COST,NBW OF IMFROVEMllNl1.
DwcUIn. 1.968 Sq, 1'10'_54.31.- -,---1Q~&1l.2..
Bsnnt 1000+/- Sq.l'lo,_:i~.9L- 16.930
ADPliA~ _ 3,QQ!t
Oon.oIC'/1lOR 4BO Sq 1'10,--12.5.4_ - _~,9J9_
TotcI Ectlmclol Coo.-N... , , , , , , , , , , , , , , .. , , , . " - ,---.JJ.!!, B3l
..... PhYllul I functional I r~tcm.t
llcpncletJon 26566.2 _,_~j,566.2_
llcpnclelcdV.Iuo.llmp.."m.....",."""",."",.. -, 10&,;1~~
'At-lI' V.1IKoUI1.lmpronmtnu.,..........,...,.,.... . $ 2,00.0_
~',"",VAWBBYCOS'''DDDO'MO ..... ..' -' 14j.265
,~u -,- Cl)~!r.<\RAlIU! NO. I
1016 ~~ Cree 3603 ~lEl Avenue
I.,y~ "SUbl"'~~S ';..' .. rr:S!m:9
1..1_....... L N/A ~,..' c._l4.~,]Q!.l
........'0_ Uy. M" , 0 .0 L-1!h~!!89 0-"" ,
COMMRAntll NO. 1
Datil, Price and Oat.
..
File N., Qllr.r.D_7C;
Commcnll Oft COlt App,..h (_b II, lOUn:e of Iht COlI ..um.II. ,1&. nhM. IqUAn
fool cakulltJun and. for U\JD. V A and I:mll^. lb. IItlmated rtmIlnln. KOnOmIc
lit. nf the property): __
__~3t~t~L.!l~t;.<;:I1.-
___~Ln!J1ID!ILi~gn-M<ix:sOOlL&
SWift Residential cost \laOOIxlok
MCi-ia;alscmces:--------------
F;Eii:. -~--~~ life-
COMPARAlIlJj NO,' COM!'6!lAlIll!J!9.'__
3601 Franklin Avenue 5253 ~~rcok Dr.
~~~ ~:-.
". . ..... "1-11[,900_ · ,1il,00.Q
B5.5296 B LB1_~856 [] .... -
+2.0!.l!l
-10 000
+l,~
+!,]Q!l
C'O~!PARA1U.p NO. '2
COMl'ARAnlJi NQ:J._
s.u... roo pri....I.. N/A N/A N/A N/A
wlthln "eu of Inn,..I..l
AnaI)'liI or an)' C\lITern ..recmmt of ..Ie. oplion. or Illtlnl of the luhJel\ rmpert)' and an.I)'.I. of an)' rrior ..Ie of luhjcI.11nd com(lltlblCl within ana )'eu of the dlle of '1'1',,11.1 :
None. '!he prcperty is not o.tp:eIltly for sale.
c-oc-
IIIDICA11!DVAWBBY11IBSAlJ!SCOMl'AIUSONAFPROACH......"""""" ..""",.."".." "....""""",,,,,,,,, 141,000
INDICAl1ID VAI.1IR nv INCOMH APPROAClIIIr Annlk.ble\ r....llm.'td Mukcl Rent c Rnn_Ql;,n 'Mo. II Om.. Renl Multl..Ucr 17t;, '" ~ -140 -000-
ThLllf'Ptllaat II mtdc 00 -u bO 0 lubje(t to the rer11n,lhtr1t1ona,lntpectloN,or conditlOluUtltd below D lubJecl 10 comrlellon rer rlln. and .pedn':lllnn.,
C",,",idono.1 Appnlo.l: See I!ttC1cJw9...?P'9.1;'!LG.on:lj._tJ.9!1s..J\l:!d.ElOOllI1LI!!~tAj:.a,~\:'- of Lilniting,Conditions '--~-
All smij,l,!!"nt w~nts_~_in ~!g,I)~LC9rxij,t:i.OIJ,_unl.e!J!J_.hEl!:!'!!!L~ted--------_.
Fin.1 R""",Ulotl.n : --'!he_ Cu]l.""d!lQ!l_J\ftlJ:OCl<2.h,_re.i.!!fon:~L by_the_Cclfl'!:_1\ppI;p<l.c;:h,-PJ:OIT.ides - e....9ocxl --.,---. .._---
JHl_ir:-{\j;,iO!LQ~Jset \'<4ue_,-~qs.,,-$!.4J ,_00Q....fpLVJU.1IEl.!-Ren.1:.cIl_yaJ,I!El_iELestinated_.at_$BOO-per --.-
f m:nth.
The purpoH orthll _prnlnl II to Cltinutt: the mlfket ulue of the rrlll'ropt'rt)' thlt i. the lubJcCl of thi. rqtnr1, bIud on the lbove condition. and cCflln\.alllln, conlln.tnl and Iilnlllnl wool.
dona. and maRt! value definluon thallfc ,laIN in the attached Fttddle M.c flann 419/rannle ~he Fann 10048 Uleviaed J?L2.f1_).
I (WJlJ ESlIMATB 11IB MARXETVALUE, AS DEFINED, OF TIlE REAL PROPERTY 11lATIS TIlB Sl1IllECT Of nos REI'ORT, AS OF _l\ugust:._~~Ll9!:lB___._--
. =~~W~~~/~m=EDAlBOF~S:=:S~~~~;~\~~!~lf~~): n_[J IJ~ [~~)~ Nul
. t!~!_~_"..W..__Greg. , OCIM_.. .Nlmc.______ ___..___... _.____ - In-rC'dl'w(lC'I1)'
Pllll!.Jtrptlrt~!ln~_J\l.lguBt__J 7, 1998 Ilalt IIrrm1 Silnrd
~~~rc!1ln~alllJ" '.. GA.-O_0145S":,,L Sllllr.. PA SIll' l"rllirhUnn'
pr..S"'IC: lJ.:cnu' Slltt elf Slllt I Jmut ,
J:mh.lic ~t..: hmn 711 ~.IJ' 1'^fiL ~ 01': IAud'unn Snll.....''t 11) l>^" 1I,-'iI:, ISI' \>'1 IlJ~).j
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d~~i~~~orhood Map
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C>'~".. ,.#-, 'Po 1""".<:>P1 ~\ 11 11 ';
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,.~ ~'~I'I"d-!"''''' I, , \ ~\ .3':#~t. ,1lI('DL!lN .......0,t".."l:I,. 11 ce'i,
, c.~.. ''\\\..~ I '0 \'~ I ~:..# \q" s: ~G~~\ ~10\ \ I
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,;~"9-' 1,( \' \ ,\ ~~t.~~ \~\ ~ ",\0 \~~ i \, \1
,,( " \ ,i' ,'I. ! '. ~(l ..""OOTRO ,\ \ ~G'" \'t.\ ' /'I! ':\\ 'i o^""OOO\ ~..~ \ ~~ I
,"1>-, i\,i\\\./ '\ ~'f~Q'P,'~'9> "" ~ {~.\cetJ..,..~~~ '~\\... I
\ " ~ ,\~.c:.y,,' '~ ~A~I ~ \w >l\~' \~~\\\i'-.." '
,,'.._\ \"'~ ".pJ~", f:,II'.s, '. \'ir~, 'i W~~.R", ~" '~' , ? '\ '. J
-JJ, i 'IEt~>~'i!'.' i: "~''V~ \ 'IV ".$!\ wen ~\"~",,, c1"-'''l/: \~\ >ro: '"" I
.~' : ,"9'/' !,.~~,,~ \ \\/'.~'~ \ ,~~C\!~..o \ ~~~l'O f' ~;;',,~.i~"'~~,
It' 1f'f1" ~O," ... Iwg \ \ 'C\ '" ,,,, ~. '<Po :'I"'~"" '" \ I dol"'''''''''
" .....~.,.r '! ,''I''\!i.:1''D (Ii<, \ \"'~1le,.. 'PI ,01/", ~.''cH!-O\t.i.7' "'3 ", IC,..c~ '
, .J1" I (IV ~ . , Q:" 9f.~\ $'\ , .~ \..~c()\.: ~"
"SIIVBr Spring MBBting HouBe ",' " ~ ' 'l\~' ~(O;.~\ j ',' '; "",~\ \ ~ : " ,~, L'
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Scale 1:31,250 (el cBnler)
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MADE the
L\U-
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i
1\
I In the year nlneleen hundred and ninoty-one
day of
(1991).
BETWEEN
DAVID C. COOK .nd CHRISTA M. COOK, hi, wife, of
NothAniclburq, Cumberland COlmly, F'unnsylvani,a. parUlis of
the fl"t pHt, herei..tter ruferrad to .. the ORANTORS
"
iI AND
"
~ICHAr,D A. ESTACIO .nd LORI n. (STACIO, hi, wife, of
l~lddlulDwn. DAllphin Counly, PennsylY~nia, parties 01 the
$econd p~rl, herein~tler referred to as the GRANTEES
WITNESSETII. That In consideration of ON!': IIUNDRED ~wc:t'l\"lI-5E\lEN ~lI00SAND l'IVE HUNDRED AND
__________________________________ ( $127 . 500,00) _____________________00/100-- Dollars.
in hand paid, Ihe receipt whereof Is hereby acknowledged, the said grontors do hereby grant
and convey 10 the saltJ granlee 9 I
"
AI,L
,
"
THAT CERTATU tr~cl of land sitUd.led III the To....nship of 11~lllpden, in Lha
Cuunty of Cll~lb~rland and Co~munwcJlth of Penn5ylv~nia, bounded And
tlescribed ~s tallows, tu w1tl
"
Ii
"
[iEOtN~HUll At an iran pin on tho southern dedico\ll.'d riqht-of-way line
of ~e)rcrdul UrivB At the dlvidinq 1100 hotween Lot "' and Lot IIB~
Ilor~in descri~ed, said pin atso beil\g located ~ dtstancu of 07~.29
het cast nt the dedicatl?d riIJht-of--w,l,:/ line at CopPQrcrce~'. Dri\leJ
thence by Lhe southern dettiColted riqhl-ot-w.-y lino u-, Bearcroe~: Ddve~
ttle follawinq threo Co"rses and distJnce~1
.
t.n "
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J) South ~~ Jcqrees 10 minlltes~OO ~e'onds Elil I di~t~~tC uf 9.70
fetlt to cJn iron pin
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,
I!
"
,
II
"
\:
~) bl 1 cur\'1:! to tho riqllt h..\vtnq .\ r.adius I.1t J2S.00 fu~t "nd .tn
HC dibtance at 1<<16.911 teet to an iroll pin
J) by J, t:rllY~ to tho riqht having ~ radllls 01 :::~.I)O fuel and an olrc
dlstalll:e of J8.30 teel to oln iron pin,
'i
,
"
S;\IJ pin biUn!) lhe southern terminus of ,1 ~~.CJO fel't r...Jl~\S curve
cOI\llectlnq lhc 5011lhc,-n Jcdlc~ted I-Iqtll-ot-~JY line of ~eal'cree~ Drivu
to lh~ north~"n deJlc~led r~qtll-of-w~y line uf CrystJl Cree.: Circle.
Ttll'nct:' by ttH' northern dedJCJ.ted right-ot.'way 1111e at Crystd1 C,'ee\..
~P'6K\~ 35 pm 882
,
"
:,
--.----
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II
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Circle. by I. curvp. to the left h.-vina A r.diul or il~.o~ f,,.t lind Ion
Arc distAncR 01 i~Y.Ol feet to Ii concrele manu",ent at other il.ndt now
or fnrmerly 01 ~la"'v'l E. Grandon, ~lr. Thenc. by UUf '''IU, North 29
dvqrs.. 00 minutel 00 ,econd, Wilt a distance of BO.OO f..t to an iron
pin al Ih. dividing lIn. b.I...n Lol 117 ..nd Lol liB. Ih.nc. bv lAid
dividing lIn.. ~lorth 61 door... 00 mlnulDl 00 I.condl East. distanc.
0' tOQ.B6 f..t to an Iron pin. th. ploc. of ~EOINNltlU.
EIEltlU Lot liB, ~Iod. C, .nd conlolnlnq ZI,JOO.ZZB louar. feel. And
b~illg IttbJect to a 20 feet wide 'I.nllary .ewer and dr,,10'9R "'lmHo\,
'" thown on FinAl Subdlvhiun f'lAn lib, Crel~:vlew, record.d in f'hn
~oo~. 4~, Page 60.
~EINa \he I,,~e premilQI which ~'ef1 D. Seu,lov.r, indlvidU,,11y, by dnad
dated June 1~, 1986 and r.corded in th. OffiCI 01 the Record.r of
Otteds 1n lind 10" r.umuerl"nd Cuun tv in Deed lioak Y, VOhlllt1 31. f'l.QO 7JJ
grAnl.d And conv.y.d unto DAvid C. Cook ond Chrilto M. Cook. hll .11..
Grantor. herein.
UNDER ANO SUBJECT, n.vorth.E.... to all condllEon., r,"trlcllon".
ealoment. "nd riglltl 01 WAY of prior record.
Township at )I C'-'--7
Cumb. CO,. Po
.-t" Roal Elle1elronlfer rax "0
Dolo /) -10 'tI AmL (" J 7, ~-
" . ';")" '7 ' L'
I"-r'tl.f' .... _(..~_.I..UI
Cunlb, Co, dlsl, Cui, Ag(.',.?;;
'11tec.-.:l~. /u.
School 01.1, Cum~, Co.. Pn,
_1'''' nOlll1'llIFllrt'l",.I"~ T,., ""V
", >-/o.fl / -:>7.-l..-
Dolo AmI. .1::>--'-'7""" ~
RrI,,j-:f.__2~)
~r:~.Col''''Llt. ..~
I
.
bOOK k. 35 FJ.CE 883
.
.
.. ,
RSR t:'"
,
~
INVOIn:
AUllust 17. 1998
Richllrd Eslllclo
III North Front Street
Hllrrisbull. P A 1711 0
AppraislIl:
1016 Crystlll Creek Drive
Mechllnicsburll. PA 17055
Our File /I 98WGR-25
RSR Tllx ID /I 23-2468209
.
Tullll Fees:
$2~0.OO
TOTAl. AMOlIN... DIl.:1
S2S0.00
Pleall! make checklllayable 101
RSR APPRAISERS & ANALYSTS
P.O. BOX 188
CAMP IIILL, PA 17001-0188
Thank Youl
1'.0. BOK IHH . CII 111 (I II ill. I'A J7lJII-OI88' Phone (717) 763.1212' Fllx (717) 763-1656
.
,
.
,
DEFINITION OF MARKET VALUE: Th. moo' "ob.bl. price which. prop'rly .hould b,lng In . comp'~llv. .nd op.n mark..
under ,II condition. ,.qul.lt. to. f,I, III., thl buV" end ..1I.r. uch Ictlng prudlntly, knowlldg..bIV end Illuming thl prlcl I, not
,Uloted by undue Idmulul. Implicit In 'hi. definition I, thl con.ummltlon of. ..II II 0' . Iplclflld dIll and thl pilling of tltl.
hom ..II., to buy., under Gondltlone whlr.by: 111 buy., end ..II" .r. ,yplcllly motlvl'ld; 12. both pertl.. .r. Will Informed or
win Idvllld. .nd lIoh lotlng In whIt h, Clon,ld,,. hll awn bullnl.rut; 131 . rll.onabl. lima II .Ilowld far Ixpo.ur. In the opan
mtrk.l; 141 p.ymentl. m.de In I.rm. of c..h In U.8. dollare or In larm. of tlnanclll '''Ing.m.nt. comparable th.r.to; .nd (6) Ih.
prlee rapr..."I.lh. normal conald.rallon for Ih. prop'rlY aold un.ffact.d by ap.cl.1 or crlltlv. fln.nclng or ..Ia. concllalon.-
granted by anyone a..oelaled with the III..
_ AdJultm.nt. to thl compa"brll muat be mad. for ep.clal or crllllve financing or ..III concalllon.. No adjuatmenta arl
n.e....,y for tholl coat. which Irl normally p.ld by IIII.ra a. a raault of tradition or law In I mark.t ara.; tha.. coata ara
rlldlly Idantlflable .lncI tha .au.r paya tha.. co.ta In virtu Illy all ..III tranllctlona. Sp.clal or cr.'tlva flnlncing edjuatm.nt.
can bl mad. to th. comparabl. proparty by comparlaona to financing t.rma off.rad by a third party Inetltutlonallendar thai I.
not alrlldy Involv.d In thl property or trtnllotlon. Any adJultment .hould not be calculatld on I m.ohanlc.1 dolllr coat of
th. financing or conealllon but thl dollar .mount of any adiu.tmant ahould approxlmata thl marklt'e rllctlon to thl financing
or conellllona balld on Ihl appralllr'a Judgmlnl.
.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: Th. approl.ar'. c'rllflc'~cn 'hi' .pp.... In tho approl..1 "pCrl I. .ubJ.c, 10
thl following aondlllon.:
1. Thl .ppr.ll1r will not ba rllpon.lbl. for maU.ra of legal natura th'l afflct Ilth.r th. proplrly bllng apprallld or thl tltll to II.
Thl appralllr a..um.. that thl tltla I. good and markatlbl. and. th.rlfor.. will not r.nd.r any oplnlonl about the tltla. The prup.rty
Ie .ppral..d on tha billa of It baing und.r rllponllbl. own.r.hlp.
2. The Ipprllllr h" provld.d I .kltch In the Ippralul rip art to Ihow ,pproxlmlta dlmlnllon. of thl Improv.m.nte .nd thl akatch la
Included only to ...llt tha read.r of the r.port In vllulUzlng the property Ind undl"t.ndlng thl Ippral..r'l dltarmlnatlon of II'I .In.
3. The I~pral..r h" IXlmlnld the Ivanabl. flood mlpa that ere provided by the Federll Emergency Manag.mlnt Ag.ncy lor other
data eoureaa~ and h.. noted In the apprallll report wheth.r the lubJect all. II loc.t.d In an Idenllflld Splelal Flood H.zard Ar...
B.cau.. the appral..r I. not a .urvlyor, h. or .he mlkll no guarlntll, axp"" or Impll.d. r.g.rdlng thl d.t.rmlnatlon.
4. Th. apprel..r will not glvI tllUmony or .pp.er In court b,c,uII he or ah. mada an Ippral..l of th. prop.rty In qUlltlon. unl...
Ip.cltlo a".ng.m.nll to do ao h.vI baan mad. beforah.m..
6. Thl appralllr h.. IItlm.tld tha valu. of thl I.nd In th. oo.t Ipprolch at It. hlghllt .nd bllt U'I .nd th. Improv.m.ntl at thalr
contributory v.lue. Thill ..p.rat. v.luatlon. of thl land and Improv.mlnt. mUlt nol be ulld In conjunction with any oth.r .pprellll
.nd .,. Invalid If th.y are .0 ulld.
8. The appraller h" noted In the .pprallll report any adv.,.. condition. tluch II, n"d.d repalre, deprecl.tlon, thl prll.ncI of
hlnrdou. w.at.., toxic .ubltanclI, Itc.1 ob..rvld during the Inlpletlon of the lubJ.ct prop.rty Dr that h. or .ha beeaml awarl of
during the normal re..arch Involv.d In performing thl appralul. Unl... oth.rwlll .t.t.d In th. apprallll report. th. .pprlll.r
h.. no knowl.dg. of any hldd.n or un.pp.rlnt condition. of thl property or adv.r.. .nvlronm.ntal condition. (Including the
prllene. of h.nrdoul Wlltl. toxic .ub.tanc... .tc.1 th.t w~uld make th. property mOil or I... valuabl., .nd ha. a..um.d th.t
th.,. .re no .uch condition. and makll no aU.llnt... or wa"antl.., Ixpr... or Impll.d. regarding the condition of thl prop.rty.
The eppral..r will not b. r..pon.lbl. for any .uch condltlonl that do axllt or for any Ingln..rlng or tilting that might bl
rlqulred to dllCOVII whlth.r luch oondltlonl ..I.t. Beeau.. th. 'pPlll..r Ie nol In ..p.n In th. field of Invlronm.ntal hazard..
th. apprll..1 report mu.t not b. con.ld.rad II an envlronm.ntal ......m.nt of tha property.
1. Th. Ippr.l..r obt.lnld the Information. ..tlmatll. and opinion. that w.,. axpre...d In thl .pprelul r.port horn .ourea. th.t he
or eha eon.lderl to b. "lIlble .nd blll.vII th.m to b. true .nd CO"ICt. The .ppralllr dOli not ..Iuml r..pon.lblllty for tha
.ccuraey of .uch It.me that w.r. furnllh.d by other perdll.
8. Th. .ppral..r will not dl.cloa. the cont.nll of tha apprlllll raportaxc.pt II provided for In the Uniform St.nderd. of Profll.lon.1
Appr.ll1l Pr.cticI.
9. Th. appralllr h.. bl..d hi. or h.r .pprellll report Ind valuallon conclullon for an appral.,1 that !. lubj.ct to ..tlefactory
compl.tlon. r.palr.. or .Iteratlon. on thl a..umptlon thlt compllllon of tha Improv.m.nt. will ba perform.d In a workm.nllke mlnner.
10. Th. appral..r mu.t provld. hi. or her prior wrltt.n conllnt b.for. thl l.nd.r/cU.ntlpaclfl.d In the appral,,1 report can di.trlbut.
th. appral..1 report (Including conclullon. .bout th. property v.lu.. th. .ppral..r'. Id.ntlty Ind prof...lonal dlllgn.lIon.. and
r.f"lnell to any profll.I,'nal.pprallll orglnlutlon. or th. firm with which th. .ppral..r I. I..aclatedl to .nyonl other than th.
borrower; th. morla.gll or Ite ,ucculore .nd ...Ign.: the mortgage Inlurar: conaull.nt.: prof.ulonal .ppralaal orglnllltlon.; .ny
It.t. or f.der.lly Ipprov.d fln.nclalln'llIutlon; or any d.partm.nt .g.ncy, or Inltrumlnt~lIty cf th. Unlt.d Stat.. or any It.t. or
thl Dllulct of Cclumbla: IXClpt that tha l.nder/cll.nt may dlatrlbuta th. prop.rty dllcriptlon IIctlon of the raport only to data
coll.ctlon or "porting ..rvlc.fl' without having to obt.ln th. apprll..r', prior wrlttln conllnt. Thl appr.l..r'. wrltt.n con..nt
.nd approval mUlt allo ba obtllned b.fore th. apprallll can b. conv.yed by anyone to the public through advertlllng, public
r.lltlonl. n'WI, 11111. or other m.dl..
Freddl. Mlc Form 439 6.93
Pag. 1 of 2
Fannl. Mil Form 10048 6.93
.
APPRAISER'S CERTIFICATION: Th. "pp,.I." c..~111I .nd .gr... .h.t:
1. I hive ,...aroMd the IUbJtD' ml''''' .", Ind hlYl ..llolld . minimum of thr.. 'IClln' III.. of proptrtlll moet ,Imlll' Ind
proalm,', to Itwt lubJlat p,uptrty for aonald.retlon In thl .,111 comp.rllon .nalytl. and hlv, mada I doUa, .dJut.mant whln
l"roprll'l to re""01 the mark" ".otlon to thoel Itlme of .Ignlflet"f wart,don. If I .Ignlllotn. "Im In I oomp"'bl. prop.rty
Ie IUp.rlot 'A. Of mort ',vOIlblt thin. thl .ubJ,ol prop.tW. I hlv, mad, I nagltlYI .dJut.mlnt to ,.duce thl ,dJuI'ld ..III pnca
ot thl aDmp."bl. Ind, If . ,Ignlllo.nl Itlm-In I aomp.,.bl, property I, In',rlor 10. or I... favor,bl. thin th .ubJlcl property,
I hi'" midi' pOIltlvl .djuttmanr to Ino'.... thl ,diu".d ..I.. prlel of thl comp.rlblo.
a. , hi'll 'Ikln Into aonlld",Uon thl '.otor. 'hit hlv, In Implct an Yllu. In my d.v.lapm.nt of the .Itlmlt. of mark.t Yllul In
th. Ipprlllll report. I hlv, not Imowlngl" wlthh,ld tny .Ignlllc.nt Inform.tlan from th. tppr.11I1 r.part and I b.lI.ve. to th.
bllt 0' my know,.dg.. th.t ,II .tatlm.nl. Ind Information In the .ppr.llll r.part ar. tru. .nd corr.et.
3. I...t.d In the .pprll..1 report onlv my per.on.l. unbl,"d. end praf...lon.1 tn.lytl.. opinion.. and canclullon.. which Ir.
.ub"cl only 10 lho con'lng.nl .nd Ilml,lng .p.clll.d In Ihl. Icrm.
4. I h.ve no pr...nt or protp.ollvl Int.'lIt In th. prop.rty th't 1. thl .ubJ.ot 10 Ihl, r.port. Ind I hlv, no pr.llnt or
"alplotlve p.rlonll Inl.r..I or bill with 'lIp.ct 10 the plrtlclpant. In thl Ir.nuollon. I did not b.... .hh.r plrtl,lIy or
oompl.,.ly. mv Inllytll Indlor thl IIUmlt. of mlrk.t v.lul In the .pprlllll r,pOr1 an the rle.. calor, r.lIglon, IIX, h.ndlotp,
f.mlll.1 .'IIUI. or nallonal origin of Ilth.r the proap.otlv. awn.r. or oocup.nt. of thl' .ubJact prop.ny or of the pr"lnt own.,.
or occupant. of th. prop",I.. In Ih. vlolnl'y of thl .ubJ.ot prop.rty.
I. I hive no ,,,"nl or contlmplat.d future lnter..t In the ,ubJ.at prop.rty. tnd nllth" my curr.nt or futu" Imploym.nt nor my
ccmp.nlltlon 'or ,,,forming thl. .ppr.lllll. aantlng.n' on the Ippr.llld v.ru. of th. proplrty.
.. I WH not "qul"d to "port . prtd.tlrmln.d vllu. or dlr.ctlan In valu. thlt favart the CIUII of Ih. cU.nl or Inv r.latld
""'1, thl .mounl 0' .hl v.ru. ..Um.... the '"llnmant of t .p.elflo rllult. or tha occurrence of I lubllqu.nt Iv.nt In order to
"OIIVI mV Domp.ntltlon Indlor .mployment for plrformlng th. .pprlllll. I did not bll. the Ipprlllll repan an I ,.qullt.d minimum
v.lultIDn. . .p.clflc v.lu..lon, or th. n..d to Ipprav. . .p.clllo mortglg. I".n.
7. I ,.,'otm.d thl. 'PPIII.llln conformity with the Unllorm Stlndlrdl of Profllllanll Apprtilll Prlctlc. thlt WIt. Idopt.d Ind
,romull"I" It 'I thl ApPIII..1 Itlndard. BOlld of Th. Appfllul Foundation Ind thlt w". In pl.c. .. of th. In.otlvl dati of thll
Ippr.,..I, wllh the ..alptlan of thl d.p.rture provlllon of tho.. St.nd.rd., whloh do.. not Ipply. I Icknowl.dgl th.t In IItlmltl
0' . "I.anlbl. tlm. 'or ..po.u,. In the op.n m.rk.t II a oondltlon In the definition of mark.t valul Ind thl ..tlmltt I dlveloptd
I. oon.I.I.n. with the markttlng tlm. nol.d In the n.lghbo,hoad IIctlon of thl. rip art. unl... I have alh.rwl.. atlt.d In the
,..onomltlon ..atlon.
e. I hive ,1"on.lI" Inlplat.d the Inl"lor and IXt"lor .".. of the .ubJ.ct proplrty Ind thl 'X1lrlor of all prop.rtl.. lI.tld I'
oom,,,.blll In th. ,ppr.11I1 rlpCr1. I further clnlfy thlt I hlv, not.d Iny Ippl"nt or known IdYll" condltlonl In thl .ubJ.ct
Improv,ment.. on thl .ubJ.at Iltl. or on .ny lit. within thl Immtdllt. vicinity of the .ubJlct prop.rty 01 which I 1m tWI" Ind
h.v. m,d. IdJu'Im.nt. for thl.. .dvlrl. condltlonl In my Inllytll of the proplrty vllul to thl "U.nt thlt I had mark.t .vldlnc.
to .upport th.m. I hive 11.0 commlnt.d about the Itt.ct of thl .dv".. condlt!on. on tht mllk.tlblllty of thl .ubJ.ot prop.rty.
.. I ptr.onllly p"parld In conclullan. .nd opinion. .bout thl r..1 IItlt. th.t wer. ..t forth In thl Ippr.11I1 "port. II I
"Iled on .Igrlflalnt prol...lon.1 ,..I.t.nc. from Inv Individual or Indlvldu.l(tl In the p.rformlnc. of th. .pprll.al or the
'Flp'rltlon of the 'PPIII.II "port. I hlVI nlmld .uch Indlvldual.t.1 .nd dllclolld the Iplolflc t.lkl plrform.d by thlm In thl
"oonclllltlon lIotlan of thll .pp,.1..1 IIport. I elrtlty thlt Iny Individual 10 n.mld II qUIUflld to p.rform thl tl.b. I h.v.
not .ulhOfI..d .nyont to mlk. chlngl to .ny It.m In thl "port; tha"fort. If an unlutharlnd ching. I. mad. to the apprlllll
"port. I will tiki no ,..pon.lblllty 'or It.
SUPERVISORY APPRAISER'S CERTIFICATION: II. .uporvl.cry .ppro'", olgn.d 'h. .ppralll'raporl. h. c, .h. c.rlllI..
and I""" thlt: t dlllctly lup.IVI.. the Ippfll,,, who p"plI.d th. .pprlllll "pOr1. hlv, rlvl.w.d thl .pprallll "pOr1. Igr.. with
the It.t.mln'. .nd canolu.lon. of the .pprl'"r. Igr.. to b. bound by 'hI appralllr'. c.rtlneltlon. numb"ld 4 through 7 Ibav..
Ind 1m I.kln" full rt.ponllblllty for 'h. Ippfllnl .nd th. Ippralll' "port.
.
ADDRESS OF PROPERTY APPRAISED:
1016 Crvsta1 Creek Drive
Mechanicsbura PA 17055
APPRAISER: n .-tI--~
.Ign..ure: uJ. ()1l.Q ~
N.ma: W. Grea ~Jotii\iian , CCIM
D.'o .Ignod: AuQUS t 17, 199 B
..... C'rlltlclllcn II: GA-001455-L
or It.t. L1elnll II:
.I.t.:
Explrltlon Olt. at C.rtlflc.Uon or L1een..: 6 /30 /9 9
SUPERVISORY APPRAISERlcnly II r.qulradl:
Slgnltuft:
Nam.:
Oat. Slgn.d:
S'a1. Certification II:
or Stat. L1cen.. II:
Statl:
Expiration Dlt. 0' Certification or lIcen..:
Old Old Not In'Plet proplrty
Fraddl. M.c Fcrm 439 ..93
Page 2 of 2
Flnnl. M.. Form 10048 6.93
f-U,;-C!'1-1""*1 H1I24
CI:N<AD M 5 I EGEL. INC.
1 717 S40 9105 P.01/01
Conrad M. Siegel, Inc.
500 Natiunwide Drive
P. O. Box. 5900
Harrisburg, PA 17110-5900
FAX Cover Page
To: Mr. Richard A. Eatacio
Company: Hepford, Swartz & Morgan
Phone: 234.4121
Fax: 232.6802
From: Frank S. Rhodes
Company: ConrBd M. Siegel. Inc.
Phone: (717) 652-5633
Fax: (717) 540-9106
Date: 08/27/98
Number of pages transmitted including FAX cover pBge: 1
If you do not receive Bny of these pBges pleBse call Kim Robinson Bt (717) 652.5633
I
MESSAGE:
The information you requested Is aa follows:
Account Balance Bt 12-31-92 = $10.958.16. Since investment income Is only allocated at the
end of the year under the terms of the plan, your account balance at 5-10-93 would a1ao be
equal to $10,958.16.
This amount of$10,958.16 has Increased over the yeMs due to investment gains to B
current amount of $17.270.48.
Your current account balance is $45,220.36 ( the 12-31-97 account balance) plus any
contributions you may bave made in 1998.
If you bave any questions, please call me.
,
Copy Sent:
a Re ular Mail 0 Ovemi ht Mall lKl No Co Sent
NOTE: Thi" fill< contaln. confidential infonnation that may alsu belegaUy privUeced and whlch i.
intended only for the use of the addres.ee(s) named "bove. If you are not the addressee Dr the
pertlon tcsponsible for receiving FI\X'. for the intended recipient, you are hereby notified that
any use of the contents or any action to inform another perion of its contents may b. .trictly
prohlbitcd. If you have received this FAX in error, pl.ase notifY u. immediately and mall to Wi
(C.O.D.) at tho above "ddre08 the whole FAX me..uge.
TOTnL P.Ll!
06/27/06 TIIlI 10: II ITX/IIl NO 05661 ~001
d Tol.1 numbo, 01 ...m tlons el.lmed
7 Wari.... .a1arles. tip.. .Ie. Att.ch form(.) W.2, ,
aa",..able, IIilerest. Attach .Schedul. e If ,equlred , " ,"
b','l'aic-exitmpt Inl....I. DO NOT Intlud. on !Ine 8a . 8b
lI;llivideOds:Atta~Schedul".Blfieq<Jlf1c( i'.'~" . ..,'.
10 : ,Taxabli ",,",d.. credlta. or olla.ta olatal. and localincom. tax.. (... pag.12) , '.
t\,.'..,;:"..... -, ,'. ,'..".' -.. .
11'~AnniOl'\yrecolvetd 't. 0'.:. . ;,. t_ . " . .... . ~ ". . t". .
! .'..)'.'.._.... .. '",..' c'" '. ".
12 ~ A3ui1nesS ~I or ~osa). Attach 8chodule C or c.ez . . . . .'. . . . I'
. .1.r.4nii~r'["- " . ',.. "
13 :-0"'C;:~~.~ P?,"), Atticl) ~hadu!~ 0.'. '. ':' . , , , , , , , .
14. "".~......: ,g~~'~, .:<Ie,.... ..)...~~. Form 4797...: tj" '. ' , , . ... '. . "
1s.-~. ~~J..r:a~~.~~...}.1~1 b Taxablo omounl (... pogo 13)
1l1e .,TCU'l peiJl!cljund iMltIei ' I.J!!.J b TaxabI. amount (....psg. 13)
17,~.fl,ffll.iaJ;~fJ'i!~,;~~ItI... par,triorihlp.. B ~t1cxis: \",~is. .Ie. A~.ch 6chodu.l. E
18 ,'18nn IOCOrhd or (lOu). Attach SChedUlo F t _'. . . '-', .' . . . . . I . .
18 .:un~pl~~;~t Cot'T1Pon~Uo., .:~ .;. . ..; , . I' ~'. t" . '. " .' . I
2Oe:~oeCwtty beqaflto. I 20.1 L......Ib TaxabI..mounl (a.. psg. H)
"^,':".'t..;~:.." .'. . '" ' . . . ~~.
21 "."U...,.~~I'..l:!4t type and om~!-eeo ""g. 15 .................................... ,
, .' " j .......r.......~.....~..............f.........................................~...........,
22 "Addth.emDuntalnthel..~ htcolurnnlorllnes7thr h21.Thlals tolallncome ~ .
13..1IPA'd~UC}JOii'I...p~g.1e)'1 ]:",/..-:1;':1.. .'~".' ~~., 23
14 . Modicaruvtnjja aocounl dedUC:tlOn.'Atiacli Fonn'8853. 24
2e< M~no .lqlII1..... AIIach Fqnn 3003 or :i903-F . " l!5
20 eno:haJf 0' salr:..nploymonl tax. Attach 6chedul. BE, lie
27 B.If:empkiyed health lntIuranca deduction '(a.. p.g. 111'
l!5 Keogh,and aelf-employed BEP and SIMPLE plana
1IO . flinaJ1y on e"'y wtlhdrawal of savlnga , . . ,
ao. AIImcny po(d '. b RacIplent'a BBN ~ . I
If l'dd IneI 23 lhiilligh 3Oli, .' ;.; . .
12 Subtract ane 31 from 1M 22. Thla II .d ualed
For Pttvaoy "at and PaperwOl1c RedU01lon Act NoIlce. ... paga 38.
~
l1040
Label
1500
Instructions
en paga 10,1
UN 'h. IR8
l.b.l.
Otherwise,
pl.... prlnl
or typ..
Pr..ldanllal
EI.cllon Campaign
See a e 10.
Filing Status
Chock only
one boK.
Exemptions
If mora than 01.
dependents,
... page 10.
Income
Attaoh
Copy B 01 your
Forma W.2,
W.20. and
1011l1-R he...
If you did nol
g.t . W.2,
... page 12.
Enclose bul do
not .tt.eh any
p.ym.nl. Also,
pleae usa
Form l040-V.
Adjusted
Gross
Income
II Un. 32 Is und.,
$2g,290 (und.,
$9.770 If a child
did nol 11v. with
you), ... Ele 1ntI1.
on pag. 21.
IRS U.. anr,-oo ~ ""'.,. It." lhiI ~.
I 1997, ending I 18 OMS No. 1&45-007,
VoW' 100'" ..curtly number
'Z4l!!- i~:~"l.2L
apou..I, .oc:l. ..curltv' numbc
Bingle
MlITled filing jolnl return (IVan If only on. h.d Ineom.)
Married fi~ng "",..alo "'urn. Enter spou.... opclal securlIV no. above and ful noma hero. ~
Head 01 hous.hold (with qualifying pOnlOn). (S.. p.g. 10.: If th. qualifying parson I. . child but nol your d.pand.n
.n18l' this chlld'a nom. h.,.. ~
5 OUall ' widow with d. nd.nt child or a so diad ~ 1 g . Ba. . ., O.
lie IiOV~U"'If.." your porent (or BOmlOna'.Is..) can claim you. IS. d.pendent on h~ 0' her tax} No. ,"su,
return, do not check box 61.' . . .' . . . . I . I I .'. ,. . ....ICb. I.
b 8 au..., . '. . . . . . . . , . . . . , . , . . . . . " :.';~~,
o D.pond.nta: IZI Doptndont" . I 'p.n nt', 4 mOIl cfllld..... I.
1 Rrst rwM Last name -IOCIal Ncurtly number "lltl~~IP to rMd ~ ~r7 wilt: I
. 11m wlUl YO' _
:z- . did iot II.. ""_
YO' d" 10 dlYorca
II 1I,lratlol
.,(11""'111.' _
OOjlld'llb II Ie
. lOt 111II1111 IMn _ !
Add.UN'1'I .E i
: .nllll' II ,'2... I'
. . flnt.lbm ...
I
I
I
I
,
i
i
,
,
!
~di~Id~;j'I;:C;~7n7 T';Rei;;;; M ~@97
For tho _ Jon. 1-000.11. 11197, ot othot \Ill baglMlng
,.
L
A
.
.
L
PO 203-50-9959 520 10
IHCHAI~t:) A ESrAC10
1-01.6 CI'!VSl"AL CI~EI::K OI~
MEeHAN [CSBUI'IG PA 1-7055-1991
I
R
S
H
I
R
I
Do you wanl 53 logo 10 thl. fund? . . . . . . . .
11 8 olnl return. doe$ r I DUSS want $3 to 0 to this fund? .
1
2
3
4
~
28
1IO
-
. ,
. . . . I
~
Col. No. "0010
For help In nndlnu IIna
InltructJonl. ... pag..
2 .nd 3 In tha booklat.
V.a No No.., C/IocAklg
-V.," w/I not
CNngo ,.... .....er
_,.... rtIund
'2-
"
e.
Fonn 1040 11n'
1I3 Amount from line 32 (adjusted g""'" Incoml) . . . . . . . . . . . .
34. ChIck": 0 You we.. 65 Ot older, 0 Blind; 0 &pou.. was 65 or oldar, 0 Blind.
Add the number of bo,," checked .bove end Inle, the tolll he,e. .. ~ 34..
b "you..e m.rried filing .eparately end your lpoule K.mll.1 deductions or .
you w.r. e du.I'lt.tu. III.n. "" pIg. 18 end check her. . . . .. ~ 34b 0
IIt.mIXed deduction. from Schedul. Po, line 28, OR ]
315 Ent.' SlInd.rd deduction ahown below for y,ou, filing "atua. Bu1 ...
th. peg. 18 If you checked any box on I n. 34. or 34b 0' lomoane
larger can claim you as e dapendenl.
~r. · Slngle-$4.150 . Marriad filing Jointly 0' Quellfylng wldow(ar)-$6,gOO
. H.ad of houa.hold-$6,050 . MilITl.d filing a.p..at.Iy-$3.45O
Subtract Ilno 35 from line 33 . . . . . . . . . . . . . . . . . . .
If line 33 la S90.9Od or I.... muKlply $2,650 by th. total numb.' of ...mp~oni claimed on .
IIn.6d. If IIn. 33 Is ov., $90,900. I.. the worksheel on page 19 lor the amount 10 ente, .
TIll.bl. Incom.. Subtract line 37 from line 36. If line 37 la more than line 36, enle,.(). .
T... Bee 19. Check" a tax from . 0 Fonn. 6814 b 0 Fonn 4972 . . ~
Credit fo, child ond dependent cera l>qiensea. A"ach FOI1TI 2441 40
Credit for the elderly or the disabled. Attech Schedule R. 41
Adoption c..elK; A"ach Fonn. 6839.. ...... 42
Foreign tax ",edll. Altach Form 11.16 ...... 43
Other. Check If from . 0 Fonn 3800 b 0 Fonn 8396
00 Fonn 8801 d 0 F""" (spOcnYl 4<4
45 Add Unes 40 through 44. . Of . . . I. . " . . .' .
48 Subtract line 45 fiom line 39. If line 45 Is mor.than line 39. enlar -0- .
47. .S."~ploymenlt... Altech Schedule SE. . . . .. ; . .
48 . Alternative minimum tax. AlteCh Fonn 6251 . . . . '. . . ..
. 49 SocIi! aec:<a1ty ond Mod~ tax On tip Income "'It repor1od to ompIoyer. Attach Fonn 4137
110 Till on quallflod ,.t~ament plana ~nCludlng IRAI) end MSAs. Altech FOI1TI 5329 If requ~ed
51 Advance earned Incom. c,odK paym.nta froin Fonn(a) W.2 .
112 . HouaOhc.1d employment tax... Altach Schedule H. . . ..
113 . Add lines 46 throo h 52. Thll Is 10111110.....
Payments 54 Fod.reI Income tax withheld fr6m.Fonn. W.2end 1099. .
65 11197 _tod \Il( paymoOta ond w.n appuod from 1996 ..iurn.
158. Eemecllncom'.n.m. AItach Bcl)oduio 'ElC If )'llU have . quallfyUig
chid b Non~ oari.od ir<:ornO: Il11OU1\ .-1' I I
'. ~ type ~. ........,..;.........,..............:............... l56a
~ . Amount paid INlth Foim 4868 (request fOt extension). '.' 57
.5Ii ."'. Excess sOcial aec:ur1ty and RRTA \ax withheld (a... page 2n 158
'50".OthoiPlymanti. Chock If from .0 Form 24;19'b 0 Form 4136' sg.
eo"'.AdCJlIriesfi.4;55,56".,67,68:and59,'1'hoseare rtotal" nt...~ . I ~.t'~."""
Refund ;01 ....lflk,eOOIa mOietliaOuM53,Iutiir8<!tane63'irom I!neOO. This Is the..mou:>tyOuOVi:RPAtO": ;~o \<
Have tt ' 82a.Am~t of Ire ~fyOu want ReFUti6ED jo'V'O~.. .._~'",.. ..";" ..'~.<., ..' .~ ,:;;:<,:~,'~r':.t '821."
~=odl ~fRoUtI"gMtij" ~ :~.O'T~: 'B"()hOddng..O'~~~~~
Bee~V" . '. ..
ond fill In 62b ~: d. Account number t1" 0 to " () :.;
62c, ond 62d: ,'113 '.Amount.inn,'il1vf>uWi;tAPPiifdrovciilli1t1iESnMATEoiAX.-' ,1l3' . '..
" . . ,"",'" '. . . .. . It.. '", .",.... . ~ '. .... .. ," _ .. . '. ..... " .. .. ,',' r , . - . . "
Amount . .64, .,~II ane ~ ~ "'~ ~qne'6!!'IlI.~ P'l". ~'~wn. 5;1,',~1a Is ~e Ml~u~.y~~;~WE:.:." \
You Owe ;.<',..Forl!etalIICXIhO\yIO'.pey,I~PfIge27..,.;... ....; ........ "'.;.., ......f' 114.
i.65 ..'Ea\lmatadlaJc 7AlIO'n:ludicln;inell4;..' ;. .;,,,.' 65
Undtrpono/lJoo ofplljuly.ldaeIIIolhllt I hava _1hII","m and ~'-'-and _;Wttxili.lflllnlYlCclil.,.t.iNO
bolIaf.1hoy are _, _ and ccmploto.l)oclntIon of __ (_1hlIn Iax/>IYOIIllbuod on "lnlonna~ of Yd)Ich ~~ "ti'~
. .; '.' ". ,. "".,,.' ,..,.,'..'--...
Your ~J\lturl Dati Your occupaUon
. ~~ -t-ll{ ~6 ,Am,tut
8pouN'1 IIgnalurl, " . joint retum, BOTH n'IJIt ~n.
.
form 10.0 (I WI)
Tax
Compu-
tation
II you want
the IRS 10
figuro your
tax. aeo
p.g. 18.
Credits
Other
Taxes
Altlch
Fonns W-2,
W-20. and
1099.R on
the front.
Sign
Here
Koop e copy
of thll return
for YOU'
records.
38
37
38
30
40
41
42
43
4<4
.,:.
48
40
47
48
40
IlO
51
52'
53
'. .
.'"
. .
1f1-~1
Oala
SpouM'. occupa
Dati
Preparlfl IOClaI MCunty no.
Paid Prapar.... ~
I ~natWl'
Preparer s.. finn'. ""'"" (or youra ~
Use Only Jf NIf~ and
~ eddreu
ChIck K 0
NIf,""""oyod
EJN
lJp codl
(i) AMI" on r'K)'CW,..".
'us, GoYemrNnI Pml~ OffIcI' lto7 - 41.
SCHEDULES A&B Schedule A-Uemlzed Deductions
(Fonn 1040) (Schedule 8 Ie on back)
_01...'.........
...... ........ ..... \W, ~ Allaoh to Fonn 1040. ~ llo8 InetrucUon.lor 8chodul.. A end B
Name(I) lhawn on form 10.40
Medical
and 1
Dental 2
Expensos 3
4
Taxes You 5
Paid 8
(S.. 7
p.g. A.2,) 8
9
Interest 10
You Paid 11
(See
p.ge A.2,)
Nota:
P.rsonal 12
Inl.,..tlo
not
deductlbl.. 13
14
Gifts to 15
Charity
If yo" mad. . 18
gl<< and got .
ben.ftt lor It, 17
... page A.3, 18
Casually and
Theft Losses 19
Job Expenses 20
and Mast
Olher
Mlscellanaous
Deductions
21
(S.e 22
page A.S fo,
expenses to
deduct h....) 23
24
25
28
Olher 27
Miscellaneous
Deductions
Total 28
Itemized
Deductions
Caullon: Do nof Include ..pens.s rulmbursed 0' paid by olhers,
Medical and dental expenses (see pa 0 A-1). , . .
Enter amounllcom Form 1040, line 33. 2
Multiply line 2 above by 7,5% (,075). . . . . .. 3
Subt,aclllna 3 from IIna 1. If line 3 Is more than IIno 1 entar -0-
State and locallncoma taxes . 6
Raal estale taxes (see psge A.2). . . . . , .. 8
Personal property taxes. . . . . . . . . .. 7
Othor taxes. Ust type and amount ~ .................... ~
8
................................................................
Add IInss 5 throu h 8 . . . , . , . . . , . ,
Homa mortgage Inlerest and poinls reported 10 you on Form 1098
Home mortgags Inlerest not reported to you on Fonn 1098,11 paid
to the p8ISDl1 from whom you bought \he home, see page A.3
and ehow that p8ISDl1'S nama, Idenllfylng no" and address ~
................................................................
......................................................~.........
......................................................................
Points not reported to you on Form 1098. See page A.3
for special rules. . . . . . . . . . . . .. 12
Invostment Interest. Attach Form 4952 II required. (See
pago A.3,) . . . . . . . . . . . . . ., 13
Add lines 10 throu h 13. . . . . . . . . . .
Gifts by cash Dr check. II you made any gift 01 $250 Dr
more, sse page A-3 . . . . . . . . . . . .
Oiher than by cash Dr ch~ck. If any gift 01 $250 Dr more,
see page A-3. You MUST attsch Form 8283 II over $500
Canyover lrom prior year . . . . . . . . . .
Add IInss 15lhrou h 17. . . . . . . . . . .
Casualty or theft loss(es). Attach Form 4884. (See paga A-4,)
Unrelmbursed employee expenses-job travel, union
dues, lob education, etc. You MUST attach Form 2108
Dr 2106.EZ II required. (Sae pago A.4.) ~ ...............
.........................................................................
......................................................................
Tax preparation loos . . . . . . . . . . . .
Oiher expenses-lnvestment, aalo daposit box, ate. Us!
typo and amount ~.........................................
.......................................................................
'Z-4;1l
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OMO No, 15<5.0074
~@97
-,
lIoquonco No, 07
Your "clal HCurtty numlMr
41>~~
1-
II o~o 4-:
~
Add lines 20 through 22. . . , . . . . . . ,
Enler .mounllrom Form 1040, line 3J. ~4
Multiply line 24 above by 2% (,02) . . . . . .. 25
Subtrsct line 25 lrom line 23. If 11m 25 Is more than line 23, enter -C-
ather-from list on page A.5, Ust type and amount ~ ..............................
tf"~ 4-~ 11:
....................................................................................................
Is Fo,m 1040, line 33, over $121,200 (over $60,800 If man1ed filing separately)?
NO. Your deduction Is not limited. Add the amounts In the far right column }
lor lines 4 through 27. Also, enter on Form 1040, line 35, the larger of ~
this amount or your standard deduction. .
YES. Your deduction may be limited. See page A.5 lor the amount to enter.
For Paperwork Reductlon Act NoU.., ... Fonn 1040 Inetructlon..
Cot No. 14O;1L
Schedule A (Fonn 1040) 19
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KEEP TlftS STATEMENT FOA YOUR INCOf.IE TAlC RECORDS
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Form 21111l11ggl)
, Vehicle Ex enaea See Instructions to find out which sections to com
8eotIcn A-oenel'8llnfonnatlon
11 Enter the date vehicle was placed In, service. . 11
12 Total miles l(ehlc,l~ we, drl~en during '997 . . 12
13 Buslne" mllas Induded'-!~ line 12 .' '. '. . , ::. 13
14 Percent 01 business use, Divide line 13 by line 12 14
15 Averege dally round trip commuting dlstsnce 15
18 Commuting miles Included on line 12 . . . . 18
17 Other miles. Add lines 13 snd 16 snd subtract the 10tsl lrom line 12 . 17
18 Do you (or your epause) have another vehicle available lor pereonal purpoaes? . . . .
19 If your employer provided ~U'~11h i 'v~IiICte, is persona~ use during olf.duty hours permllled? 0 Yea 0 No
Pogo
I
mile
o Yes ~e
o Not applicable
DYes -ffie
o Yes ONe
20 Do you have evidence to support your deduction? . . . . . . . . . . . .
21 II 'Ves,' Is the evidence wrIl1en? . . . . , . . . . . . . . . . . . .
Seotlon B-Standard Mllea e Rate Use this section ani If au own the vehicle,
22 Multiply line 13 by 31 ~4i (,315). Enter the result here and on line 1. (Rurel mall carrlera, see,
Inatruc1lons,
Seetlon c-Aotual Ex ensea
23
Gasoline, 011, repairs, v"h!CI~.;, ~
Insurance, etc.. . . . .'.
248 Vehicle rentals. . . . , . 24a
b Inclusion amount (581 Instructions) 24b
o Sublrac1l1ne 24b from line 24a 240
26 Value 01 employer-provided
vehicle (epplles only If 10096 01
annujl/Iease value was Included
on Form W.2-see Instructions)
28 Add lines .23, 240, and 25 , .
27 Multiply line 26 by tha
parcentage on line 14 . . .
26 Depreciation. Enter amount
from line 38 below , , , ,
29 Add lines 27 and 28. Enter total
here and on line 1 . '
Section D-Oe I'8clatlon of.
, '
30 'Enter cost or other basis (see
Instructional " , , ',' ,
31 Enter amount of section 179
, ~eductlon (see Inslnlc1lons) , 31
32 MultiPlY line 30 by'lIne 11 (seeo ; .
, Instruc1lo"llll YOU Slected'the" ,. '~,
aec1lon'179 dedUc1lo~) , " 3
33 'Enter depreciation method and
, , percentage (see Instructlons) "
.
34, ,Mu~lp~ 11.x,32 by Ihepen:entsge
, on nne 33 (see'lnstructlons). ,
35 Add lines 31 and 34, .
38 Enter the limit from the table In
the line 38 Instruc1lons ,
37 Multiply line 36' by the
percentage on line 14 : , ,
38 Enter the amaller of line 35 or
line 37, Also, enter this amount
on line 28 above' ,
Fonn 21 06
Employee 9uslness Expenses
OMS Nc, 1040-0131
~@97
IlII1WT.........
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. ,
y
.'.
Pc.~
" "
STEP .1 i Enter Your Expsnlles
Column A
Othor Than Moalo
and Entertalnmont
Column B
Meals and
Entertainment
1 Vehicle expenoe from IIno 22 or line 29 .' , . . . . . .. 1
2 Parking fees, lolis, and transportation, Including t,aln, bus, otc" thst
did not Involve oveMlght trevel or commuting to and from wor1<.. 2
3 Trevelexpense while away from home overnight, Including lodging,
airplane, car rental. etc. Do not Include meals and entertalnmant 3
4 Business expenses not Inoluded on lines 1 through 3, Do not
Include meals and entertalnmont . . . . . . .
6 Meals and antertalnmont expenses (soe Instru~tlons) . . . .
8 Toial ,xpenses, In Column A, edd lines 1thro~~h 4.ahd enter the
result. In'Column B, enter the amount from line 5 . . . . .
Note: If you wefIJ nof reimbursed for any expanses In Step " skip line 7 and enter the amount from line 6 on line €
STEP 2 ,Enier Reimbursements Received From Your Employer for Expenses Usted In STEP 1
7 Entoe relmbulllements'recelved from your emR!oyer t~at were not
repo/l'ed to you In box 1 of Form W-2. Includo any rtllmbulllements ,
reportad under code 'L" In box 13 ot your Form W-2 (see 7 '
",lnsJructldns) ',' '. . . . . . . "~ 00 :..1.. .. . . ~. .
STEP 3 '"Figure Expenses To Deduct on Schedule A (Fonn 1040)
8 ,Subtract line 7 trom line 6
. . . . .
'.
Note: If bolh column. of line 8 are zero, alop here. If Column A
'Is h!ss than zero,' i8P0rt.'he amount as Income on Form
1040, 1/{lO 7. "
. ",' " , .
II In'dol\lIl1O A, ente'r the amount from line 6. In Column B~ multiply
, the aniount on line 6 by 50% (.~O). II either column Is zero or less;
enter..().lnthatcolomrf...I....~ . . . . .1. . . . . .
. I. .
, .. .
10 Add the amounta art line 9 01 bpth columns and enter tha total here; A1ao, enter the totel on
. Of ..
Schedule A (Farm 10:(0), nn~ 20. (Foe-basis otate or local government officlals, qualified
porfarmlngartlsls. and Individuals with disabilities: Soe the Instructions lor special I\Jles on ~..t 4-4 ~
whilrlllo enter the total,). . . . . . . . . . . . .. . . . . . .. .. 10 '1-r
For P.oerwOll< RoduaUa" Act NoUe., _In.lructlonl. Cot. No, 2455gM Form 2196 (11
", . " .
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t. '.
J.
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I' :"
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'1
I
f
f
I
. Pennsylvania National Ban~~'
I'" . ^~Camu1Ilyllirt
THIS STATEMENT IS IN LIEU OF A'1099 INT FO
(IRS OMB NO: 1545-0112) AND/OR 1098 FO
(IRS OMB NO: 1545-09(1) FOR CALENDAR VE
ONE SOUTH CENTRE STREET' P.O, BOX 1150
POlTSVILLE. PENNSYLVANIA 17I1OHI5O
PAYERS FEDERAL 10 NO. 23-095Bo120
1997
1,"11I...11I",,1,1..1.1,".111.1..1.10..,.11...11.11...1.1.1
RICHARD A ESTACIO
1016 CRVSTAL CREEK OR
MECHANICSBURG PA 17055-1991
SEE BACK FOR PERTINENT TAX INFORMATION
SOCIAL SECURITY I EMPLOYER 10 NUMBER
203-50-9959
REPORT ANY ERROR WITHIN TEN DAYS.
**** FORM 1098 MORTGAGE
TVPE OF ACCOUNT ACCOUNT STATUS BOX 11
NUMBER MORTGAGE INTEREST
RECEIVED FROM
PAVERS/BORROWERS
INSTALLMENT 1987020011 OPEN 880,21
INTEREST ****
BOX 21
POINTS
PAID
.00
BOX 31
REFUND OF
OVERPAID
INTEREST
.00
TOTAL I
880,21
.00
.00
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TOLE'"0N' 7\1-2.'\01-412\
E. Robert Elicker, II
Divorce Master
Office of Divorce Master
Cumberland County Court of
Common Pleas
9 North Hanover Street
Carlisle, PA 17013
FA' 111-2.'H'&l2
TOI.L f.El 1IOO-2.~1-4121
~
Re: Richard A. Estaclo v. Lori A. Estaclo
No. 96-6033 civil
In Divorce
Dear Mr. Elicker:
Per your instructions, I was able to speak with R. Mark Thomas,
Esquire, and he agreed with my request to have the due date for the
pre-trial statements extended one week. However, Mr. Thomas
Informed me that he would be In trial all next week and would prefer
if the extension be granted until Friday, July 25, 1997. I am agreeable
to this further extension In light of Mr. Thomas' trial next week.
Thank you for your kind understanding In this matler. Should
you have any questions, please feel free to call me or Sandy Mellton,
Esquire, at your convenience.
Very truly yours,
HEPFORD, SWARTZ & MORGAN
/p~:?2~:?-.?-L..
',. Richard A. Estacio
RAE/pjb
LE\\-'ISTCWiN OFflCU
R. Mark Thomas, Esquire
cc:
12 50utll ~,^1:'11 STRf.Er
r.ll. 1\<1:< Ni7
I.f.WI~ro"""N. Ph 17044-{)c'l.(;7
T!;U.I'lln~t 117.24l\-.1~ll..'\
R. MARK THOMAS
Attorney at Law
64 East Main Street
Mechanlcsburg, Pennsylvania 17066-3861
Teleiu: (717)697-9396
Telephone: (717)697-46150
June 10. 1997
E. Robert Elicker, II
Divorce Master
9 N. Hanover Street
Carlisle, PA 17013
RE: Richard A. Estaclo v. LorI A. Estaclo
No. 96-6033 Civil- In Divorce
Dear Mr. Elicker:
By Order dated January 24, 1997 you were appointed as the Master in the
above-referenced case. By letter dated January 30. 1997 you directed counsel to
prepare and file pre-trial statements which were due on or before Monday.
February 24. 1997. Subsequent to your directive of January 30, 1997, the parties
thought they had reached an agreement with regard to the economic issues.
However. that agreement never came to fruition and now the parties need to return
to your office for final resolution. Would you kindly issue a new directive to both
lIides t.o file pre-trial statements in this matter so that we can proceed to a final
resolution? Thank you for your cooperation in this matter.
Very truly your
~
R. Mark Thomas
RMTllmh
cc: Lori Estacio
Richard Estacio
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H
CURRENT PERSONALTY IN DEFENDANT'S POSSESSION
(Attach documentation.)
Description
Acura Integra - 1990 (Marital)
Waterbed with nightstands and lamps
Double bed
Dresser
Desk
TV stand
Entertainment Center
Televi.sion
VCR
Sofabed
Recliner
Desk and chair
Table and chairs
(Non-Mari tal)
(Non-Mari tal)
(Non-Mar i tal)
(Non-Mari tal)
(Non-Mari tal)
(Non-Marital)
(Non-Mari tal)
(Non-Marital)
(Non-Mad tal)
(NOn-Marital)
(Non-Marital)
iNon-Marital)
Value
$3,000
$100
$20
$20
$20
$20
$50
$100
$100
$0
$50
$20
$200
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INCOME & EXPENSES
(See attached Exhibit "B")
\
.-,..--::--
LIST OF EXHIBITS
(List exhibits and attach copies or description if exhibit exceeds
three pages.)
Debt Consolidation 1/93 for $20,000;
$450 rnonth/5 years
Pension account in Defendant's name
- contributions as of 6/30/93
= $7480.19
(See attached Exhibit "AU)
r.. t.i iii "_, 1 L' ~l"n
PUBLIC SCHOOL EMPLOYES' NE'f1RJ!:MENT SYSTEM
Telephone (717) 787-8540
Mullins Address
PO Box 125
Harrl.burl PA 17108-0125
Blli/dinS Loculion
5 North 5th Street
tlarrl.burll PA 17101-1905
SEPTEMaER B. 1994
STATEMENT OF ACCOUNT - AS OF JUNE 30, 1994
'.", ~~,,; ,'if' ~~ ,": .
"i':-<".::,,'r'l',~?i
11I1'11.,.'.II.,111""ILIIII.1
LvR~ A E:>>TAt.:IO
305 PARKWOOO OR
LANCASTER PA 17603
SS .: 170-58-1BOS
0.1. 01 alrth: MAY lB, lS82
5.. : FEM.\LE
Cont"bulion R.t. : D-825
Voting SlItul : PROFESSIONAL
P,lnclp.1 a.n.'lcl"ylllll :
0466
BENEFICIARIES NOT
SHOWN AT YOUR REQUEST
" '1.U~;
SERVICE CONTRlaUTIONS INTEREST TOTAL
B.lanc. .1 0' Jun. 30.1993 5.61 7 480.19 957.93 8 438 , 12
1993-94 CREDITS ~I 2.074.14l 2.453.141
Norm.1 379.00
Pu,chll. of Strvlc.
AdJultm.nll
Balanc. II 0' Jun. 30.1994 I 6.61 II 9,554.33 I 1,336.931 10,891.26 r
Pi.... ytrlly th. abov. Inlorm.tlon. II you If' .mploy.d by mort lhan on. ..porting unll l.mploy..l. you mey ..c.lv. mOrt
Ihan on. 'St.t.m.nl 01 Account". Th. 1111 11.I.m.nl you "c.lv. will Ihow Ih. 101.1 Inform.tlon "po".d by ell .mploy.,..
Noli'y PSERS 0' any ..,or. by wrl~ng 10 Ih. .boy. .dd'...,
PSERS DID NOT CALCULATE A BENEFIT ESTiMATE.
TYPE OF BENEFIT
Monthly B.n.1Il undtr M..lmum Oplion
Monthly Ben.1Il undtr Oplicili-'-----
D..th a.n,',t und" Op~on 1 (Pr...nl Velu.1
II you .I.cl P,,~.I Lump Sum .nd withdraw an amount not
10 ..clld your contrlbulion. and Int"lIt
Monlhly B.n.llt undtr M..lmum Option
Monthly Benelll undtr Oplion 1
D..th S.n,UI und" Option 1 IP"unt v.lu.1
ou mltl th. 5 y." .lIglblllty requlrtm.nl 10 apply 10' . dillblllty b.n.flt, You mull .ubm.t .n .ppllc.lion within 2 Y'''"
from the dlte on which contributions wire lilt d.ducted, Contact your PSERS representative for .dditional In'orm.lion.
. of Jun. 30, 1994 Ihe tol.1 .mounl . .ble 10 our dill n.l.d benelicl.. liell In Ihe evenl 01 our dlllh II $ 108S1.2B
Your PSERS reglon.1 rep"..nt.tlv. II :
Your employer 18 :
PEQUEA VALLEY S 0
(5282)
REGION 7
REGIONAL SUPERVISOR
3 CROSSGATES DRIVE
SUITE 101
MECHANICS8URG PA 17055-2459
PHONE 717-795-9245
C:'"III. H..mlllr
08-1564
PLEASE READ REVERSE SIDE FOR IMPORTANT INFORMATION
:>>
COMMUNWl:ALnl uF 1'l:"'NSYLVAN1A
PUBLIC SCHUOL t:Ml'LUYES' RETIREMl-.:NT SYSTEM
Telephone (717) 787-8540
Mal/ins Address
PO Box 115
Harrlsbura PA 17108-0125
SEPTEMBER 9, 1996
Building Loca/ion
5 Norlh 5th Suecl
Harrisbura PA 17101-1905
"AI-' .0,.,11
STATEMENT OF ACCOUNT - AS OF JUNE 30, 1995
1"lI1IL"I,II"111Il,.I!..t,,II,I
toRI A E:>TM;IO
305 PARKWOOD DR
LANCASTER PA 17603
,. ..,:":,_i,~'~" J
?r:.,~, ~ ;'~~~;j,
~",,,,~:\'W,~"''!'!~'!1'~m'!r';;'','r:nl'r.'>~,;J€;)'''' ,,'.""; ":f.'''':,l;'~N"~,.>'''\';;r,''''~''~'''''e"'...,.Il'.......4
SERVICE
-
CONTRIBUTIONS
a.lanc. .. of Jun. 30.1994
6,61
9 554,33
1994-96 CREDITS
No,m.1
Putch... 01 Servlc.
AdJu.lm.nll
~\ ,.",.721
I 7.61 IlC1~82;.0
a.lanc. .. of Jun. 30.1996
55 .: 170-60-18011
0.11 o. a"th: MAY 10, 11I6Z
5.. : FEMALE
Contribution R.t. : D-Bn
Voting SIIIU. : PROFESSIONAL
PrinciPII B.n.riCill"yhlll :
BENEFICIARIES NOT
SHOWN AT YOUR RIiQUIDT
INTEREST
TOTAL
1 336.93
10 891,26
".. 00 I ' . "'. 12~
1,817,93113,639.981
Pl.... verily tho above Inform.tlon, If you ... .mploy.d by more Ihan one ,.porting unit ,.mployer). you mlY rec.lv, more
than on. .SI.lIm.nl 01 Accounr. Th. 1111 .111.m.nl you ,.c.iv, will .how tho '0111 Inlo,ml\lon r.port.d by III employ.r..
Notify PSERS 01 any ."ora by w,itlng 10 tho above .ddr...,
PSE~"pID NOT CALCULATE A BENEFIT ESTIMATE.
10'.
TYPE OF BENEFIT
. - tJ\oiltl1ly a.n.hl under MI.imum-oP\lon'
Monthly a.n. fII und.r Option 1
Dllth B.n.m undar Opllon 1 !Pr...nl Vllu.l
If yOU .I.cl P..tI.1 LumP Sum and withdraw an amOunl nol
to ,xcI.d your contributionS and Int,r'lt
Monthly B.n.m under MI.lmum Option
Monthly a.n.II' under Dpllon 1
Dllth B.n.111 und.r Op\lon 1 IPr...nt V.lu.l
---
au m"1 Ih. 6 y... .lIglbillly ,.qul,.m.nl to Ipply lor' dlubllity b.n.lll You mu'l .ubmll an applic.tion within 2 y....
I,am tho dll. on which conlrlbutlon. w.,. 11$1 d.ductod, Conllc! your PSERS raprountl!IV' tor .ddltlon.1 Inlorm"lan,
. at Jun' 30, 1996 Ih. 10t.1 amaunl . Ibl. 10 our d.1l n.t.d b.neliCl" 111.1 In Ih. .v.nl ot au' d.lth I. $ 13.838,B8
Your PSERS rlgiDnl1 repr..antatlv. il :
SDUTHCENTRAL
3 CRDS50ATES DRIVE
SUITE lot
MECHANIC5BURO PA 170e8-248g
PHONE 717-7g8-8243
your employer's:
PEOUEA VALLEY 5 D
(82821
C,lIl'" N.."'D.,
13-3381
PLEASE READ REVERSE SIDE FOR IMPORTANT INFORMATtON
-:..--:- ~~KBER TRANSACTION HISTORY INQUIRY PAGE 01
REQUESTED 8Y BRUCETTA II SHATTO DATE 01/16/97
SSNO I 170-56-1809 ESTACIO,LORI A OLD 55NO I 000-00-0000
QYY DI5T RATE CD HO PAID 5ALY UNPD 5ALY CONTR I 8 INT 5ye f/P PROC/DT
186 3300 0625 E 01 3186,04 199.13 OS/29/86
! 286 3300 0625 5501.10 343.83 10.85 F 09/18/86
S 286 3300 24 109.00 DAYS 5YC 0.61 10/30/86
386 3300 0625 3154.24 197.14 f 12/18/86
486 3300 0625 4677.34 292.31 f 02/19/87
187 3300 0625 4062.72 253.89 f 04/02/87
287 3300 0625 6996,22 437.23 45.76 f 07/16/87
S 287 3300 24 185.00 DAYS 5YC 1.00 09/17/87
387 3300 0625 X 07 f 10/22/87
389 5164 0625 E 09 1701.84 106.36 f 12/07/89
A 389 5164 000 28 151.07 01/24/90
489 5164 0625 4865,52 304.08 f 04/19/90
190 5164 0625 5676.44 354.76 I' 05/17/90
290 5164 0625 4751.87 296,98 92.44 I' 07/12/90
S 290 5164 24 184.00 DAYS 5YC 1.00 10/04/90
390 5164 0625 5832.68 364.54 I' 01/10/91
490 5164 0625 5334.~4 333.42 I' 03/28/91
191 5164 0625 6223.28 388,99 I' 06/27/91
291 5164 0625 4445.20 277.85 150.72 I' 08/01/91
5 291 5164 24 185.00 DAYS SYC 1.00 12/12/91
391 5164 0625 26 889.04
391 5164 0625 A 55.57 f 01/16/92
391 5164 0625 5735,19 358.48 I' 01/16/92
491 5164 0625 5936,61 371.04 I' 04/09/92
192 5164 0625 6947.43 434.21 I' 04/23/92
292 5164 0625 6000,94 375.06 215.93 I' 08/13/92
S 292 5164 24 180.50 DAYS 5ye 1.00 10/08/92
392 5164 0625 452.44 I' 12/10/92
492 5164 0625 466.64 I' 02/11/93
193 5164 0625 408.12 I' 05/06/93
293 5164 0625 408.12 291. 16 1'07/15/93
S 293 5164 24 185.00 DA Y5 5ye 1.00 09/30/93
393 5282 0625 E 09 2522.28 157.64 I' 12/02/93
393 5164 0625 5441.90 340.10 F 12/29/93
493 5282 0625 8827.98 551. 74 F 02/10/94
493 5164 0625 X'09 F 02/17/94
194 5282 0625 I 472.92 F 04/28/94
294 5282 D625 \ 551.74 379.00 F 08/11/94
S 294 5282 24 ' \ , 200.00 DAYS SYC 1.00 08/25/94
S 294 5164 24 '. DAYS 5YC 09/22/94
394 5282 0625 9677.37 604.84 I' 12/22/94
494 5282 0625 8401.62 525.12 F 01/27/95
195 5282 0625 9801.89 612.64 F 04/13/95
295 5282 0625 8401.62 525.12 481. 00 F 07/27/95
MEMBER TRANSACTION HISTORY INQUIRY
I'AGE 02
I ,
I .
: ,,9, 170-56-1809 !STACIO,LORI A
I :4YY OIST RATE CO HO PAID SALY UNPO SALY
~ 295 5282 24 201.00
395 5282 0625 8692.24
495 5282 0625 10679.06
196 5282 0625 9153.48
296 5282 0625 10679,06
S 296 5282 24 203.00
DATE 01/16/97
OLD SSNO I 000-00-0000
CONTRIB
INT
SVC 1'/1' PROC/OT
1.00 08/24/95
I' 11/16/95
I' 02/15/96
I' 05/16/96
I' 08/22/96
1.00 09/26/96
DAYS SVC
543,28
667,45
572.10
667.45
DAYS SVC
594.59
INCOME AND EXPENSE STATEMENT OF
L ()f I .A 811( I ..1
SSN J7 () ....5!L.--L2..fl!L DAII DATE II f I q 7
THIS STATEMENT MUST BE FILLED OUT
(II you are sell.employed or II you are sslarled by a business 01 which you sre owner In whole or In pari, you musl
also 1111 out the Supple menIal Income Stetemenl which appaars on the lasl page ollhls Income and Expense
Slalemenl.) .
INCOME
(s) Wagas/Salary
Employer I. Address
Job Title/Description
Pay Period (weekly, bl.weekly, monlhly)
Gross Pay per Pay Period ..............................,.................. ................................................................ $
Payroll Deductions:
Federal Withholding ..................$~
Social ~ecurlty ...........................$ I C> 2. 'i 1
Local Wage Tax "........................$
Slate lI1come Tax .......................$
Retirement ..................................$
Health Insurance .!i.....~or:r:..r.-.;.$
Other (speclly) .....lIm~Il.r.'J.\IC..$
J, /) t,~ / I
III., 4',
",'~114_
I''', rln
I. () lJ
. r. r
m.,tl, rrlrP . (~I'r_"......................$ ..2&1. (\I) .
II., #.. r.r.I\I....~ .........................$ . 50
Net Pay per Pay Period ........................................................................................................................ $
not dtduc.lcd L,\ o'N.{JcLlC,. pd. .,.1 ,,,rI,f 'n.
J J J
I, /(:'1,2(\
(b) Other Income
Interest/Dividends ......................$
Pension/Annuity .........................$
Social Security ...........................$'
Renls/Royaltles ..........................S
EKpense Accounl .......................$
Week
Month
$ $
$ $
$ $
$ $
$' $
$ $
$ $
$ $
$ $
year
Gifts .............................................$
Unemployment Compensation .$
Workmen's Compensation ........$
Total, Other Income .......................$
INCOME ANO EKPEN5E 5TATEMENr OF
I .erllv Ihallhe sl.tements made In thl_lncome and Expense 5lale.
menf .r.lrue and correcl.1 undersland Ihat lals8 sIal8menls herein
are made subject 10 Iha penallles 01 18 Pa.C,5, 4904 ralatlng 10
unsworn la1_lIlcatlon 10 authorltlos.
Oate:
Plalnllll 0' Oelendanl
ORO 8405
.'
EXPENSES
Home
Mortgage~........................................ $
Maintenance ........................................... $
Ulllltlesllelephone, healing
elecldg, etc.) Xklf1:.............................. $
Employment (transportation,
lunches) ..............................,................ S
Taxes
Real Estate .............................................. $
Personal Properly................................... $
Income ..................................................... $
Insurance
Homeowners ..... ...................................... S
$
S
$
Automobile ..............................................
Llle/Accldent/Health ........................:.....
Other ..........................................'i.i\f".......
Automobile (payments, fuel, ~~"'$ l1.Z
repairs) ....................~:l!1r..r'I'N.a...l~A $
Medical
Doctor, Dentist, Orthodontist ................ $
$
$
Hospital...................................................
Special (glasses, breces, etc.) ...............
Educallon
Private, Parochial School....................... $
College ........................:............................ $
Personal
Clothing ................................................... S
Food ......................................................... S
Olher (household suppllss,
barber, eto.) ....................... .............'.....5 S
Credit payments and loans ...~lJ.';'''~~ $
'{OUS 7D
Miscellaneous
Household help/child cere ..................... $
Entertainment (Inc. papers.
books, vacaUont.I!!!LTY. etc.) ............ $
allts/CharltabJII conlrlbulllll'\S ........,..... $
Legal Fees ...~'J;1IW~\;!).t.:;.;...+i\~.r..(-)-. $
Other child eupport/allmony
payments ............................................. $
Olher (specify) .. L ll.c,;C.T.:f;c........r............... $
~pi'~'O;I'
Total Expenses ............................................. $
Household
Week
,.
Child
Week
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Household
Month
Child
Monlh
$ (as::). $
$ $
$ /:2.5. $
$ $ 45,
$ $
$ $
$ $-
$ ~l $
$ $
$ $
$ $
$ 607 $
$ /()tl $ 33
$ J.Q $
$ $
$ $
$ $
$ ?lif~ $ 5(J
$ $
:~ $
$
.t' 100
$ $
$ 100 $
$ Qd.- $
$ I () D $
,
$ $
$ )00 $
(pU
~,J 22. 'l
$ ~~,;t() $
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DeclIl.llon~
[ill]-~
Form 8453
CTIITI ,-[1]
IRS U.. Onl ~-Oo not Wflt. Of ,I. II In lhl" .n.
OMBNo, 1040-0831
U.S. Individual Income Tax Doclaratlon
for Electronic Filing
For the yell J.nul/Y 1 -- December 31, 1990
... S..lnltruaUonl
Lulnlll18
1996
D.pat,mln'.'1h' Tr...ut.,
Inl.rn,IA.v,nu.a.,..,lc.
L
A
B
e
L
H Home .dweII (number .nd.U..I),II. P,O, boN. 1..lnlll1Jcllon.,
e 20 BOXWOOD CT
R Cl1y, Iown or pOll olllcll, 11.le, Ind ZIP code
e ECH FA 17055-4608
Tax Retur InformeUon hole dollll. ani)
1 Tol8llncome (Form 1010, line 22; Form 10<10A, line 14; Form 10000EZ, line 4) .
2 Tol81 18N (Form 1000,lIneOl: FormlO<1OA, IIn.20; Form I040EZ,lIne 10) .
3 Feder8llncome 11M withheld (Form 1040, line 02; Form 10<10A, line 29.; Form 1000EZ, line 7)
4 R.lund(Forml040,linellO.;Forml040A, line 311; Forml0<10EZ. line 11.) .
I AmOunl u owe Form 1040. line 62; Form lD4DA.llne 33: Form I040EZ line 12
Direct De elt of Refund 0 Uon8l-S..lnIUucllonl,
UI.th.
IRS label.
Olholwlll,
pie...
p~nlor
Iype,
AllIch
Copv B
cr
form.
W-2,
W-2G.
and
lott-R
h'lI.
Your .ocl8l1lClurtlY number
170-56-1809
Spou..'.aoclll aeourt1Vno.
Your IIrll nlll18 .nd Inlll81
ORI A. ESTACIO
III jolnl relUrn, IpOUle'l IIrII nlll18 .nd Inlll81
Lulnlll18
Apt. no,
Telephone number (opllon8l)
For papelWor1l ReduoUon
Act NoUce ...In.lnlCUonl.
1
2
3
4
6
9
3 743
o 1
1 31
. RouUng number
The lIr.1lWo dlglta 01 th. rouUng numbor
mu.tbeOlthrcugh 120r211hrough32.
7 Accounl number
T eO'lCCOunl;
DeclereUon of Tex er 51 non .nurpanlllco lulud,
I ,.nunlthl' m'f"lund bl dlr.cUy d.p..II.d.1 ..nlgn.'." In p.., 1I\,nd d.cla.. thl' Ih,lnformallon ,hown on IIn,. 11llrau;h III corr.ct.
'I h.v.lllld tJolnt,.M". Ihl,l. In Irr.voClIlI. .ppo~nlm.nl of Ih. a hit .poll" It.n .g.nllo IIc,Iv.I'" IIlllnd.
o I do not wanl cllllcl d.po.IIO' mVf"llnd or .mADlllc.lvlng. "'llnd.
It I It.v. 111.11. b.lanc. dll' IIlu,n, Illndlf.lltld 11'11111 Ih.lAS dOli nolllC.lvl fllll.nd Ilm.lvp.ym.nl 01 mvI.. hbll&ly, I will,.m&in lI.bl. 10' I'" tu
Ullllllyltld .1I.ppllubl.lnl..llt.nd p.n.IUII. II l It.v. liI.d 'Iolnl F.d.rl,.nd .111. Iu IIturn .nd Utll.ll.n .no, on mV'"1' ,.turn,llIndlf.l.nd my
fld.r.IIIMn will b. r.J.el.d.
Undu p.n.ll111 of plfJllry,1 d.cllr.lhat Ih.lnlorm.lIon I h.v, glv.n my EAD .nd lh. ,mollnl.ln PIIII.bov..gr.. wllh Ih. .mollnl. on Ih. cO'lI.pondlnll
IIn.. 0' 11'1' .11C1t0n10 po,llon 01 mv 1111 F.d"lllneom. ",.,.Iurn. To 1h. bul 01 mv "nowl.dll..nd b.lltf, my IIllIrn I. tru., eon,cl,.nd compl.I', I
conunllo my EAD ..ndlng mylllurn, Ihl. d"II.,.Uon, 11I11 ICcomp.nylnll.ch.dulll ,nd 'I.t.m.nl. 10 1111 lRS.I.11O conunllo Ih,lAS IIndlng mv EAD
.nd/o, tr.n.mllt" In acknowl.dll.m.nl 01 IIC,Ipl 01 It.ntmlulon .nd ,n Indlulion 0' wh.1hl( 0' nol my filum I. .eClpl.d, .nd,lllIluI.d, 11'1. III.on(.)
lor Ih.lIl.cuon.lllh. p,o,,"lng 01 my fllurn or IIlundl. d.lI.y.d,l.ulho,11I 11'1. IRS 10 dltcloulo my ERO .nd/o, It.n.mUlI( 11'1. "..on(.' fo, 1"1 d.IIV,
or wh.n Ihl f.lund w.. lint.
~ SpOllll', ,ill".lu" (II jolnllltll,n, BOTH mu.' .lgn)
See Instructions.
0.1.
0.'
InBlar ERO
I dlClI,. Ih.11 1'1''1' ,.vi.w.d 1h. .bov' IUP'V.t'.lIturn .nd Ihlllh. .ntrlll on Form 1413 "' compl.l. .nd corrlCl 10 Ih. bul 01 my knowl.dg..llllm
onlyl COIlICID', I.m no' rllpon.lbl. to, flvl.wing Ih. flturn .nd only dlCltll 11'1.1 Ih~,'orm ICClJral.ly ,.tl.cl.lh. d.l. on th. fllurn. Th. I'MP'Y" will h.v.
.Ign.d Ihl.lo,m b.'otll,lIbml' Ih. IIMn.l willglv.lh.IUP'Vtr. copvol.1I torm' .nd into,m.tlon 10 b. fII.d with th.IRS, .nd h.v. follow.d.1I a1hlt
"qultlmlnl,ln Pub. 1341, H.ndbook fa, Elut,anlc FUI" at Indlviduallncom. T.I R.lu,n'ITtIY'.' 1111111. II I.m .1.0 Ih. Paid Ptlpat",loInd" p.n'1I1I' ot
plrjllty, I dIClltllhl,1 h.v. ...mlnd th. .bov'IIIP'Y'r" tltll,n .nd ucomp.nylng uh.dulu .nd .lItlmlnll, .nd 10 lhl bill 01 my knowlldg. .nd b.litl,
1h'yll' tru., COfflCI, .nd compl~I', Thl. dlClltltion II b.ud on .lIlnlo,m.llon 01 which I hav' .ny ",nowlldll"
ERO'.
USB
Onl
EAO'.
.In.luft
Flrm'.nam.(o VOUrl
Ifnn..mploy.dl
and add"..
1/28/97
R BLOCK EASTERN TAX SERVICES
A JONESTOWN R HARRISBURG PA
you, loclalllcutllv nllmb"
188-32-4630
fiN 43-1632899
lIPOD"17112-0000
D.I.
Undlt p.nalUII 01 ptrlury, I d.clt" 11'1.11 hn' ,M.mln.d Ih. .bov.I..p.ylt'. fllu," .nd .ccomp.nying IChldulu .nd I,.t.m.nll,.n'" 10 Ih. bill 01 my knowl,dg.
Ind b.h,t,lh.y '''''101', co,tlcl, Ind compl.t.. Thi' datllration 'I b.ud on .lIlnlorm.Uon ot whlth I "..... .ny IIno'#lll.dg..
Dat. Chit'" 0
Pllp.,.r" I'nll-
.1 nllllrl 1m 10 Id
fl,m', nam.(or vou"
Itl.Il-.mploy.dl
.ndldd,II'
PaId
Preparer'.
UI. Onl
I<lIA
p"p.r.t"'oclalu~'ilynO.
fiN
ZIPcudl
Form .453 (1 9g6)
Fcrm 1463 (18"1 FDI453-1V"..3
hrm 00"'11'II11' Copy,lght ll1U HAA Block Tu S.MCII, Inc.
Form D.p.,I..n1 01 'h. T,UI."" ..ln1.,n.1 R.....n...a.'WlU
1040A II
Labll See la,
L
A
I LORI A ESTACIO
L
IAI Un Onl -- 00 not writ. or. I. in Ill'" .GI,
rlnllnAU. CAPITAL U!TTEIlS. OMBNo, 10040_
Vour....... aecurIlyno.
170-56-1809
Spou........... aecurIly no.
~
g
420 BOXWOOD CT
MECH, PA 17055-4608
For Prlvley Act Ind
Plplrwork
RlCluctlon Act
Nollel, III pg. II.
No": Chacklng'Y'"WIll nol
ch.ngo your IIll or
Vo, No
X
Prl' dlntll. Elecllon Campaign Fund (Seepogo 10,)
Do you WillI f:! \0 go kllhl.fund? . . .
. Inl 'olUm _ un UII w.nl 10 10 IhIo fund? .
1 81ng11
a MlI/l18d IUlngJolnl,"IUrn(8V.n~cn/yone h.dlncomo)
3 Ml/l1Id fIllngllPlIllI ,.IUrn, Enlll' OPOUII'llOclllllCllrlty number
IbOv.lI1dfulnll'l'llltlWo. ~
1 ~ Ho.d 01 hoUllhold (wtth qualllytng plllOn), (See pogllO,) IlIho quallfytng pO'lOn II. chUd bill nol your
dopl/1denl, .nlll' \hII chUd'l nll'l'lll hII', ~
Quail I widow.. with ondonlchUdl III ou..dlod 19 ' So. 10,
Vou,"",. II you,pllonl (0' IOmoono 11II) cln claim you u. dep.nd.nlon hi. 0' h..1Ill ,.IUm. do nol
check bod..
b ....
. Dop.ndenll: II mo,.lhln aIlI
I F~"NIlT18
RICHARD
LINDSAY
LlaINI/l'lII
ESTACIO
ESTACIO
d Tolllnumborol.. Uan
7 Wog.., .11.,101, UpI. ole. Thlllhould bo ohown In box 1 01 you,W-210rm(1), Anach
Form(ll W-2,
II TUIblllnl8r..llncomo.1I over $400, .Rach Sch.dule "
b 1Il-0XI IInler..1. 00 NOT Include on line B.,
o Dividend.. II over $400, ouoch Schedul. 1.
10. TollllllA dl.Ulbllllon., 10. S
11. Tolllp.n.1a11l
Ei .nd .nnulll8', 11. sl
. 12 UnomPIovmentcol11ll0nBluon
131 5oclll88CUrlly
. bon.III., 131 sl
.14 AddUOO811hrou h13b larr hi column . Thllla ourtotallncam..
11I1" Your IRA doducUon 100 a 822 .
. b B ou..'oIRAd.ducllon .... .22,
. 0 Add in.. I Ollnd 1 Ob, Th..u,evour 10111 odlu.lmonll.
II 11 Bubuacl Un. lOe I,om line 14, ThI.11 ycuradju.11Id 11"'10 Incomo.
;; II undOl $2B.400 lund.. $8,000 II. child dldn11lv. wllh you), 1...lh.ln.Uuc~on.
'or Uno 29con PIQ829.
KBA AUlchCOPyEloIW..2.ndl000-llhor., EFIP
Form 1040A I1BH) FDI04DA-1V \.15
hlllllon..,. (;op"lliIhI1111 H'R 810'" Tu 4.rvlc.., In"
(4) No. 01 manU"
livid In ,our h.m.
In "..
SON
DAUGHTER
1
1
~
:. :1
Ibl
, sl
lOb Taxlble amounl
(... . .20), IObll
lIb Taxabloll11Ounl
1....P.g.20), llbSI
12 s
13b Tax.bl. amounl
(....p.go22), 13bSI
~ 14 s
150 S
labS
1&0 II
Ho.oIN-"
chlcU. ,n IJI
...nlllII
No. 0'''.''''
oh.ld,en."
lin.lo.lulI;
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)'ou ~
. didn.'.....
with .,'Yd'"
1041"'0""'D
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(II' p.g. 111
D.PI'U..,.I'D
onlonol
.nllrtlf.Do....
Add n...tlet.
.nl.,.4In
bOl...b.....
39,62f:1
1 .
39.634.1
~ IIsl 39,634.1
1811I Form 11144A P'1II1
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'.
RICHARD A. ESTACIO.
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96-6033
CIVIL ACTION. LAW
IN DIVORCE
v.
LORI A. ESTACIO,
Defendant
PLAINTIFF'S PRE-TRIAL STATEMENT PURSUANT TO Pa. R,C.P, 1920,33(1:)
1. (I). Marital Assets Dale of
8wt ~alue Valuation J.mni
A. Marital Residence 130,000 Present $121,000
1016 C~stal Creek Circle
Mechan csburg, PA 17055
B. 1988 Honda Accord $1,000 Present N/A
C. 1990 Acura Integra $5,000 Present Unknown
D. 1995 Honda Accord $3,000 May 1993 N/A
E. Refrigerator $ 500 Present N/A
F. Camera $ 300 Present N/A
G. Bedroom Furniture & $1,200 Present N/A
Accessories
H. Swing Set $ 400 Present N/A
I. Camcorder $ 650 Present N/A
J. TV $ 150 Present N/A
K. Washer/Dryer $ 300 Present N/A
L. Couch/Chair $ 250 Present N/A
M. Couch/Loveseat $ 200 Present N/A
N. Tools $ 150 Present N/A
1. (Ii.) Non-Marital Assets
A. Plaintiff believes and therefore avers that Defendant has acquiied assets
party should pay his or her own counsel fees.
9. (;)isDute as to Valualion of Tanaible Personal Prooertv
Defendant Is unaware of any dispute as to the value of any tangible personal
property .
10. Marital Debts
A. Mortgage on marital residence. $119,00 at the date of separation.
$121,000 initial amount of debt. Husband has made all payments In average amount
of $1,100 every month since May of 1993. Print out of payment history from CIT-
FED mortgage company will be offered in support of Plaintiffs claim for credit.
B. PHEAA Loan - $12,720 owed on date of separation. Initial amount owed
$25,440, originally Incurred In August 1985. Purpose of loan was to use for parties'
living expenses and other various purchases which benefitted both parties equally.
None of the loan proceeds were used for Plaintiffs law school tuition. Defendant has
made all payments since May of 1993. Print out of payment history will be offered in
support of Plaintiffs claim for credit.
C. PNB Loan (second mortgage) - Loan incurred April 26,1993. total amount
$26,919.60. Amount owed at date of separation was $26,919.60. Plaintiff has made
all payments in the amount of $450.00 monthly since May of 1993. Purpose of the
loan was to consolidate parties' joint debts (credit cards, balance of car loan).
D. CW Fritz repair bill- $189.00; PP&L (to be supplied); Dr. Thompson -
$165.00; Hampden Township - $208.34; Bell Atlantic - $229.17; Sprinl bill - $400.00.
pov Period:
p,V Doll:
ChecIc .:
10 7/1/l{Q7
~PAY
xeD
HEPFORD, SWARTZ & MORGAN
ATTORNEVSATLAW
111 NORTH FRONT STREET
HARRISBURG, PA 17108.0889
Earnings Statement '
7/01/V7
7/1/l{Q7
....7
1"1lk>\'H N\HT'IIer.
~ N\Hriler.
Iacl-' hcurlIy Null'Ilen
MiII1IIllltlluo:
NutTDIr 01 AIloMnCN:
RIle:
0038
20
203.110-1111'
SlNOLE
01
RICHARD A IlSTACIO
1018 CRYSTAL CRK CIR
MIlCHANICSBURQ. PA 17088
.llL
-
- "CUI .IId Elm...
TlJCo. .nd O.ductlON
Cf on au, Th'. porlad V...,.To- 0 Ooocr ,lion hi. Po, eIIr. c> 0
8ALARY 24118.33 319118.29 FED WT 263.21 41143. 111
FICA 1811.06 2444.81
PA 8T 611.83 894.79
CITY 24.118 319.64
OARN . 172.43 2241. 69
PENSON 842.R5
CR/UN 8911.37
,
;
0...... P.v VII' To 0.10
0'0" P.v Th . PltI'lad
TolIl Do_lens Th . PltI' od
Hot Poy Thll PltI'lod
$31,968.29
$2,468.33
$2,468.33
$.00
~ 1040
Label
ISle
pagalll
Filing St81us
Ch.ck only
one box.
Exemptions
If m0t'8 than SiK
dependents,
see the
instructions
for line 6c.
Income
An.ch
Copy B of your
Form. W-2.
W-20, .nd
IOOO.R h....
II you did nol
g.' a W.2,
S88 the
Instructions
for hne 7.
Enclose. bul do
nol anach, anv
pavment. Also,
please enclose
Form l()olO.y
(s.. Ih,
Inslrucllons
10f' Ime 621.
Adjusted
Groll
Income
[". ~.", ollhe T,..~1ntemaI R~ Sen'tce
U.S. Indlvldulllnoom. Tlx Return
FOf the yMI Jan. 1~. 3t, ,. or odW tu
~@96
. 1M. tndIng
(2) IflS Ute Only-Do nul WI.1. O' """" ~11"'1 ~.
. 19 OMS No 1545.007'
Yow locial lecurity numbet
L
.
I
.
L
H
.
A
.
fin mKI- bCl- !)!)(,!)
~'it!fl ::-'0
Ipou..'. loci.. Itcwtly numbt
R') CHI'lRO tl ES1I'1C](l
Jot c. CRVS11'1L CREEl< [lR
MfCIIAN1CStlURG PI'I J1C1f)5-1!)~)1
I
R
5
00 you wanl $3 10 go to thlafund? . . . . . . . .
II I inl ,.Iurn, _ ur I wanl $3 10 0 10 Ihil lund? .
d
7
Ba
b
g
10
II
12
13
14
IBa
lBa
17
18
19
2011
21
Total numbel of exam lions clatmed
Wlges. salaries. Ups. .tc. Alloch Form(s; W.2
T...bltl inl....t. AIlICh SchoduIe B II ov.. $400 .
T......mpl int.rest. DO NOT Includ. on IIn. 8.
Dlvld.nd Incom.. Al1lch Schedula B If ov.. $400
Taxable refunds, credits, or offsets at Itate and local Income taxes (see Instructions)
Alimonyreceived . . . . . . . . . . .
Business incom. 0' 00..), Allach Schedul. C or C.EZ
C.p~al g.in or 0088). II required. .Il.ch Schedul. 0 .
Oth., gains or 11<>.....). Alllch Form 4797. . . . . . . . , . . . . .
Tol.1 IRA distrlbutlona. . lJ!!.J -1--J b Taxabl. .mounll'" ins!.)
Total penSions and annultIaa lJ!!.J -1--J b TaxaJ>. .mounl (...ins!.)
Rental real eslatl. royallles. partnerships, 8 corporations, trustl, etc. Attach Schedule E
Farm Incoml or (10..), Al1lch Schedula F . . . . . . .
Unemployment compenllUon . . . . . . . . . . . . . . . . .
Social ..cunly banaln. . I 20111 I I b Taxabl. Imount (s.. inst.)
Other tncome. Lilt type end amount-slllnalructlons ................................
lib
Add ih~' ~;';~i~ i~'th~;~'~' hi .~~i~~.i(".i~~.~ j'ih;'" 'h 2'1' :Thl~'l~" ~r' t~tai i~~'~;';~'..
23a
23b
24
2&
2tI
27
28
28
Cal No II ):,on
'0' help nndlng Ilne
lnatNctJona, 'M ,.11"
2 Ind 3 In the bookltlL
V.. No NoI': cnec"'Q
'V.s"wrHnor
'hMlg. rout w at
rtduc. '(OUfftAlnr.
, .
ll:
9
10
11
12
13
14
16b
18b
17
18
19
2Gb
21
22
{ -: !~I/.'
22
1:18 Vcu' IRA deduction (I.. .,IINction.1 . ,
b Spouse'llRA deduction (lee Instrucllons) .
24 Moving eapenlfll. A<<.ch Form 3903 or 390J.F
25 Or',..h.1I 01 ..II.amolo)'l11,,"II.., Al1lch Schedull SE
It linG Jt IS under ze Sell.emploved health Insurance deduction (see Inst.).
S~8.495 (unO.' 27 K.ogh & loll-amployed SEP plans. II SEP, ch.ck . 0
$9,500 II. chllri 28 Penally on lItIr1y wlthdrawa' 01 IIYlngs
did nal hVd Wllh
ycu), s.. tho 28 Alimony paod. Rae",,""I'1 SSN >
I"slruchans lor 30 Add lines 238 through 29. . . .
hne 54 31 Subtract line 30 trom "",22. This II our ad ultld ro..lnaom.
for Pri....cy Act.net P.perwork Rlductlon Act NQtlc., ... ~gl 7.
Single
M.rrled filing Joint ,al\.lll (Ivan II only ona hid Incom.)
Mallled fi~ aaparIlI "Iurn. En'ar 1jlOU..'. socllllOCunly no, Ibc... and IUl name hili, .
H.ed 01 houIahold (WIth qualifying par.onl, (Sea ,n.truction.,)If tha qu.hlying p."on i. . child bul not y<>
d.pendant. ant.. thl. child'l naml h..., .
5 Ouali i wkI e wtth ent child ear s 5e died .. 19 . See Instructions
Ba 1KI vcu...n. If your parent (or aomaano .1..) can cl.lm you .. . dependant on his 0' her t..} No, II 10.11 ~
retum,donotcheckbox6a. . . . . . . . . . . . . . ,. uIUrid.. 1"
II." "1"".
b CJ SpoUM. . . , . . . . . . . . . . . . . . . . . . . .. No. .I"llf
o Depende"": ( epend.n!'s SIX"I (:II pendenl S (4)"0 01 monlM d1l1l1rn 1ft U..
ItcUllty number. 11 born rel~on~lp 10 IMd In rovr Ie wIlG
(11 Fisl Nme lUl nlrTlI In Oec, 1996 Set In,l IIome rll996 : _1
. Ilrtd .ni ,..
'1~1' '"7r1t('(J l~lt ,-,II\.. t,.. .d....tIlnwtti
rautluII..twom
If "p.flU..
(SI.I"swclI."I_
D.p....1ltI on It
101 .nllrlll IHwt _
Add lunlrs
,nt.ndo,
II... .,." .
I ,~ ! '., : I
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~~~~
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$":;:
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30
31
,) ~ /_. ,I
room 1040 I'
Form 1040 Ili96J
Tax
Compu-
tation
If you want
the IRS 10
figure your
lill(. see the
Instrucllons
lor line 37.
Credits
Other
Taxes
Payments
Anach
Forms W.2,
W.2G, and
1099.R an
lhe front.
Refund
Halle it sent
dllecllyto
your bank
accounl! See
Insl. and 1111 in'" d
GOb, c, and d, 81
Amount 82
You Owe
32
33lI
Amount from hne 31 (adjusted groas income) . . ., .,.
ChICk il: 0 You 1'1'" 85 or old... 0 Blond; 0 SpOUI' 1'1" 65 or alder,
Add lhft number of boJl.1I chacked above and enlot 1he lotal hOle.
o Bhnd.
.330
32
1
1~~~
R.0'
.~~~::.
i~
Pdg_ ~
,., I,'
I: k
',l.:: I
:.:,,1..
.'
b If you are married filing uplr.tel,;, and your spoule Itumlzes deducllonS or
you were. dual'ltllul ahen, lee inllrucllons and check here . ., 33b 0
I It.mlzed deduction. from &hodule A, hne 20, OR
Enter 81.ndard deduction ahown below fOf yOU! flhng italus. But seo thd
the inSlructions I' you checked eny beM on hne 33a Of b or samounfl
'Arv.r can clam you .. I dependent.
~~,: I Single-$4,00Q I Married filVlg iOtnlly or Quahfylllg Wldow(or~_-'fj.70{)
. Head of houaehold-S5,QOO I Mamed "hng separatoly-S3.350
Subtract line 34 f(om line 32 .
If hne 32 il $88.475 or leu. multiply $2.550 by tho tolal numbor of eMompllons cJallT10d on
line 6d. If line 32 is ovet $88.475. see the worksheet in tho Ins1. for the amaunllo enter
TalClble Income. Subtract line 36 from line 35. If line 36 ir. more than Iino 35, ontor .0.
TIIC. See instructions. Check If tolal includes any taJl. from I 0 Form(s) 8814
b 0 farm 4972 . . . . . , . . , , , . . . . . . . .
Credit for child and dependent caro expenses. Attach Form 2441 39
CradlllOf the eldarly Of the dlSablad, Allach Schedula R . 40
Foreign taM credit. A"8Ch Form 1116 ..... 41
Oth... ChICk II from. 0 form 3800 b 0 fonn 8396
cO fonn 8801 d 0 farm (,peoify)
Add lina. 30 through 42
Subtr8clline 43 'rom Une 38, 11 line 43 Is more Ihan line 38. enter .0. .
34
3tI
30
37
38
39
40
41
42
42
34
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$,..,',;
35
~
38
37
~
38
~
f , l !. ~ .
I" t,
I I' I'
'''''-
82
,~~:-c~,,- :<':i~' .7~~~<:~r
_I~_.___---_.:.-_-
llllrlllhl
Und,f penalh.s 01 pelJury.1 declar.IhJII h,v,".nm,ned lhl' 1.1UlIlllnd il(cOf1'l!JnIlYlnll Ichedull"\ amt \1.llelllll/llS, amJ 10 llltl be,1 ul Illy hIlOYwlt'<lllfO
beliel. lh,y Ifllll.il. COIII"l, and complell. OIclar.hun 01 p181k11111 101I1dl Ihilll laApav"'} II b.I!.t1u on alt 1"IOffflilhull 01 Ywtur'll r,fAp,lroll 11.1$ ,lily "'lIlwl,
43
44
45
48
47
48
4g
50
51
52
53
64
55
58
57
58
59
50e
Self.employmentt... Altach Schedula SE. .
A1lernative minimum laJC. AUach Form 6251
Social security and Medicare tall on Up income no1 reported 10 employer. Attach Form 4137
TaM on qualified retirement plans, Including IRA!. If required, attach Form 5329 .
Adyance earned income credit payments from Formls) W-2
Household employment lalCes. Attach Schedule H.
Add lines 44 throu h 50. This is our total tIX .
Federal Income .al( withhold 'rom Forms W-2 and 1099
1996 estimated Inx payment' and amount applied from 1995 return .
Earned Income credll. Attach Schedule EtC if you have a qualifyIng
chIld, Nonlaxable e.mad income: amount. I L-J ~
and type. ...........................................,....., 54
Amount paid with Form 4868 (request for extension) . 55
eMcess social security Bnd RRTA talC withheld (see inst.)., 5&
Olher paym.n19. Chack if 'rom .0 Fcnn 2439 b 0 fonn 4136 57
Add lines 52 t!'uou h 57. lhese are our total menta . ."
If hne 58 is more than line 51, subtrecl Une 51 trom line 58. Thl5 i5 the amount 'IOU OVERPAID
Amount 01 line 59 you want REfUNDED TO YOU. . . ~
Routing number CIJITITII) c TVPft: 0 CheckIng 0 Savings
Sign
Here
Kftep B ctJpy
01 thiS return
lor yuur
records
Paid
Pre parer's
Use Only
~
. (, ~ ~ .1'\t
~ b
83
Account number
Amount 01 Ion. 59 ou wanl APPLIED TO YOUR 1111 ESTIMATED TAX .
If line 5115 more than line 58, aubtract hne 58 from linn 51. Tlus is thu AMOUNT YOU OWE.
For details on how to pay and use Form 1040.V. see InslructlC!Il:\. . . .'"
estimated laM enalt. Alia Include on lino 62 . 83
~
~
You, .,gIlOhl'lt
1l.lh~ YOllIO,',III1:llIo"
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, ..
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spous.... S'l'Jf1.1IuII II. 100nllllulfl. HOBl mu!ol ~1911
.
43
44
45
48
47
48
49
50
51
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011 10. 1111.1111
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I. .ettle'lat Statt.Iat
.. 'tot of tou
1.( 1m 2.( IfllA 1.( lem. Valli. I I.rllI aulbl! I1,LOII hlbH IUort,l,1 Imum ellllo.
4.r lVA S.I ICon. tu. I I I
e.lotl. Ibll lorl II lurlllbl4 to ,1'1 101 I Itltllllt of 10tuII Ilttlllllt oOltl. IIOUltl 'lid to 114 bl tbl Ilttlllllt 1,IIt Irl
Iboll. Itlll Ilrtld '(,.0.01' Ilrl '114 outl141 tbl 010111~1 tbll Irl Iboll blrl lor lllorlltlolll ,ur,olll 114 Irl lot IIol141d II
tbl tOUll,
0.1111 lid 144rlll 01 10rrOllr
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11.1111 114 144rlll 01 '1111r
I DI,ld e. Coot 114 ebrlltl I. Coot
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m.coltmt 1I1e1 ,rlcl 121511.11
Ill.'lrlolll ,ro,lrtl
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Ill.'lrlolll ,ro,lrtr
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Ul,Coulty UIII to Ul1l,
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IIl.hlm/lmr 12/81/91 to 1lI811ll 1'.7t
A41ultllltl lor Itlll 0114 h, Illllr II Id'IOCI
116.Clty/tolo till I 11/11/91 to 11/11/11
II1,Couoty tllll to
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m,Rllm/Smr II/U/ll to 1l/ll/l2
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lIl.Cltl/tOlD tuu to
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118, 10lAL .AID IY/IOI
IORROm
III. YOYAL Al SIYILIIIII IROl/IO 10RROIIR
111.Oroll II0UOt dUI Irol borrollr 11101 1111
1ll,LIII II0UOtl DI14 bY/lor borro'lr 11101 1111
lIl. CAIR
l(nlllOll (( I 10) BORROm
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lIB. RIDUCIlOIS II AIOOII 001 YO BILLII
6118.11 111.DI,ollt of .Irollt lOllY
121818.01 111.llttlllllt cblr911 to IIl11r (1111 1111)
111,lllltI0, 1011(1)
11',L!111 lort9191. OSA
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llUlI.18
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11l.Cltrltova tlln to
lIB.Couot! tllll to
Ill. 10lAL IIDOCIIOI AIOOII
111811.81 DUI IILLII 1111'1.11
III. CABB Al IlrrLIIllr 10/rROK SILLIR
1l6l66.33 iIl.OrOll nOllt 4ue to Itller (lIue IlII 121111.18
111881.86 611.LIII rl4uotl011 10 II0Ult 4uI Illllr lllol 1111 1111'1,18
m. CAlI
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111. fOf1L 11LIIIIIorll'I COBBIISIOI balld 01 Drlel I 111111,'1 I 1,11\'
Dhhtol of cOIlh.lollfltu lit' II followsl
111,' ..11.11 tD fba Irudlotlal Iboaploo IDDd la,1 ratltl
111.' '111.11 to IIIBal 1IIItf
IU.CmllllDllI14 It "ttlllllt
"'" to
.... IfIIlllfULI II COIIICIIOI IITr LOU
..t.Lm Ort,lllthl lu ,
"Um Ohemt ,
111.lp,rlllal III to fbl HlrlblY lalk
11'.Crldlt Il,ort to Ibl Hlrablf lalk
111.Llldlr'l 10l,Ietlol III
111.0oeo.lot Irlp. fbl Hlrlbl' Illk
111.fll Ilf,lel 'II 'bl Hlrlbey Balk
m. nus 11001110 B! LllOII '0 II lAID UIDmcr
111.Iltlrllt Irol lIlli/II tD 111Lllll I' 11.11 Iday
Ill.80rtla,a 1010ralel 'rellol lor 11 10. to 011
111.lalard Illorllea 'rlllol 10f Irl.to
l"'.II.lltlS DI.01IfID II'. LIJDI.
II11.Hamd Illmm ' 1 u.1I
I..t.rort,a,a luumel 1 u.1I
11l1.Clt, pro,uty talll 1110.11
IIIl.Cmty ,roplft, tUll 10.11
I..UCHOOL fillS 1 u.1I
11." ,If 10.
ll.ll plf 10.
11.16 plf U.
'If u.
lI.ll pet 10.
11.1. IIfLI eBlIGII
tlll,latthmt or elOllu, lu to
IItl.lbltmt or title lIarcb to
tlU.fltll amllltlOl to
1111. mil luorma bludlf to
1I11.1111IS1Bm.II,0f! to COKBOUmn LUD fULl IISDIIICI CO
tI16.'lttla.aot Cbarll to COBBOIIllLfl LIID 'lfLI IISORllCI CO
(he1udll Ibon It III 10.1 I
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(Iochdll Ibon ltall 10" 1111 . 1111)
tlIt.Lllder'l mania '1111.....
tllI.Omr'l manll '1ll1l"'1
1111.011BOISIII CIIIII to COIIOllrlLfH L11D fIfLI IISORllCI CO
tll1.IIDOlmnr U IUI to COlKOmmH LlID nm IIlUmCI CO
Itll.IIDOISIB'lf '1 1111 1ffOlllf to COIIOIIIALfH LAID fIfLI IISORAICI CO
12... CO'111.11' IlfOIDII' liD '111S'II e111G11
IlU.lmr4l1111ll' Olld I 11." 10rtll,1 I
Illl,Clty/coDOt, tlllltll'll Dlld I 1111.11 Bortlall I
IllUtate tn/ml,l Dud I Illl." Bort,ala I
Illl.IICOIDII;-lortllll RlllIDIIOt
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11.11 .alellll'
13... lDDlflOllL ItffLIIII' CllaGl1
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lllUotary III
IlIUud 'll,.
1114. htlf Tilt
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1111.llt l.doo feat
to Bovlrl lilt CODtrol
to fraef Ludvll
to fba 'rudlltlal fbo.,aoD Vood Real Iltate
to Joboatol Labl
to lallol 11,lrolllltal
to lellol Ilvlrolalltal
1111.fOfAL IlffLIKllf CHRaGIS (eotlred 01 Illel 1.1. IICflOI J AID "1. Sletlol II
1011 III ('-111 See pale 1 lor elrtllleatlol lId IIIoaturel
lale I 01 lorl lppro'ld OKI 10, llll-'lil
I IlID no~ I IUD IIOK
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N011l AND IICUIlITY AClRIIMIMT,
Oat" Ape 11 Z6
. ,g' u NOnCl1 It cNcked 0 .... upar". l1efT\111llon or~ FINnCed.
IIlf'ftilllbon 01 Amounl i=1rwad
Amcud Fi~---
~__ :n,:na...
~t-g;;en-iD vo.iditeciiY-
The doll., ImCU'II the
ctildll WIll COIl vcu.
Amount F",inCed TOC81 01 PeYmn'
The IfT'ICU\I 61 credIt '"'- WTIOl.Ilt you WIll have plld
prOVIded to you CW1 aft.. you hIv. m~ all
)'0&.1' behAl' j'c.hedJl1d ptymenll
S 31_3!13.6. I a6,919.60
----~ - ----
.
.
--~ ."old.en-you. iiCi:Giill.
.
.-AniUtt-~~d-iO-l;j*.Cil- your btNII
-----IO-.pubilcQjiftCi~Ii.----
'1IlCIHTAGI
IlATI
The COIl of ywt credit
II . yllf1y ,....
c;HAllQI
1.'000 "'.
YfNt 'arment ....... Wlit be:
f_ ;:_d-P~~:I:___?"~~~:~~_:
""""1 You .,1 glviOQ . HCUnty int.,II' In;
o Iho good. CI P'DPIfIY ~ng pu,cIluad.
[~ (brill dMCtlpllOO of attw property) YOUR ,"O'UTY
P1IIng '- . ~!.!O ~o
..... ChIrIeI If . PlyrntnI II 1111, you will be charged the ll..er of 3"" 01 !hi perm"'l, or $2&.00, buI In no ....enl '111111
the III. dWgI be I... than $10.00. 10
t I 6,Oll.81
""'J'Mftt1 I )'ClU pay a" HlI)'. you will r'lOI hiII" 10 PlY' penalty. P8BCUPii.----
Sell your contrlCt docuNntl fat Wty additional infonnllion about nonpayment. dll8UlI, WI)' requlrtd ,epayment ir flJlI to
blitclll1N ,c:heduIed dill. tnd preptymtnl I,fund, Ind penllll.l. . 5]1.16
The Annuli PerClflllQI RII', Amolwll Finr.ced ~ P.ymenl Schedull Ihown lbcNe .,.. pl11 Dr thll Nol. end Security AgrMmll'lI (~Ich I. called lhe "NoI." You ....
ChI I*IClf\ (or peflOn.) who Ilgnl U -&orrower- or -co.Slgner. bllow. If mor. thin ani pel.on Ilgn. bilow, .ach 01 you \lil'lll be lIabl., ..p...atllv IIld logltfw. tot III
of yOAJI promtlll in Ihll Noll,
5,666.915 .
I mHn. ..- ..llmatl
I""'"" p.yin.ni. Ar. Duo - - - - ----- -- -~
Monthl,;" beginning Jun. f -- - - - -,~lg-gJ-
- - -- ----~----------- -- S
~- ~- - -- - - -. -- ---~-- -----
10 InlUfWlCe campIflY'
.
]6],15
---...---.-
PIICU VIlA
---,-_._- ------
11,I\J7.17
pSicu--------
YOU PROMISE
TO PAY TO US, PINNIYLVANIA NAnONAL BANK AND TRUIT COMPANY
or to CUi order, II InY of our a1'flc:e.. the AtnOlXIl FinlflCld, plUI Inl...1I1 U proYI9d balow, In the runblt of equal monthly payment. Ihown In !hi payment SchIduf..
PaymgnlI .... U beglMlng on the dat. Indicated In thl Paymanl Schedull .,d on the Iwnl d.y 0' Itch following month ...,111 .1 If. plld In lull. You may PI'( In
IdvIf'lC,l "'I or pan of !hi bal~ due at fitly tIme WIthout penalty or prpn..m.
l.
t'OW INTIRIIT 18 CHARQIDI The Flnlf'lCe Charge con.I.I. tw'Ily of 1nt1l'1I1
ImPOl~ dally on the out.l..-dlng ballnCl 0' the Amount Finanoed II the Annuli
PIl'CIfllegl Rill. The AnIl'lCl Chlfql shown abovl wu figured by uunlng thll
all payment. were rlCllved on their due dlllt. It If'IV payment II Ill" you must
PlY motl AnlnCl Chlrpl th., i. .~ blOlUII 01 the Iddllional 1nt.,1II Impoud.
II ';'00 PlY lilly, the Financed Chllgl will bll..., Thl tmoU1I 01 the Incr.... or
dletlUI In FinIl'lCl Chargl wUI bl due With thl lul Plyment. v.ftlch will be
modl~ed to rlllect the actual emount then due,
hoYrttJ "-_.Mlttl AI .ecunty lor the promPI payment 0" the Il.ffl. you OWl
and 1M propel' pttformlf'lCe 01 your proml'H In thl, Nolo, ~ou and all lhe
~I. ,Ignlng lHIow gr."t UI:
(I) . lecurlfy 1nt.,lIt '" the following P*'1tw'l1I propef1y, If'Id Itl equip".lnt and
10011'01'1..;
2,
'''-0''1 The law glvu UI . right of .11:-0" 10 In';' 0' your property In our
potlH.lon at .IY time. including dlpotll 1CCOUflt1. Tht' mMnl IhIl. if you
deltull.WI may axll'c111 our righl 0' .M-<l" and apply If'IY of your property In our
pot....lon. IncludIng depottllCCOUl'll', 10 the ''''''1 ~ou OWl on thl. Noll.
3,
OUr .ecurlty Inllflll IncJud.. Part.. called .aceI"lonl.. added 10 thl p.,lonll
propll't'f at .,y Iller lime.
(i1) I Mortn...., upon 1016 CRYSTAL CRI~1t DRIVI _ _______ 'LOOO ....URANCII II checkld, n, InlUrlf'lCl I. requlfed eglln.1 "ood dtmlQI
__ 10 improved rlli proplfty' 01 mobllillOme CoIll!lfal.
KlCHAJIC88URO PA 1105~1991 .
Airlht prap.,ry which .ecurn-thi.- Noll II caJlidth."COlllleri[".6U,- fighll and
C~"ponalbllill" reg..dlng In~ peraonal property Cotllllfal are p,oylded In thll
ty Agrlln"llfll. which conllnuea on thl rIVer.. 'Idl. Our nghll in eny rHl
proptfty Cdlatlt'lI "1 contained In the MOftgege, AI ~our ..penle, you Will
coopII'ltI end )OIn wuh UI in Ilgnlng .,d filing document, and In liking any
12th" Ilep. \lIt\fch WI deem nKlllar; 10 perluc.l. mlll"'"n p,fleGIlCAl of, .nlJ
..,.'" cur .IOUIIIY .nl&rulln Iho Cellat"., flOOD INSURANCE AND PROPERTY INSURANCE MAY BE OBTAINED THROUGH
IF NO REAL OR PERSONAL PROPERTY IS IDENTlAED ASOVE. THIS NOTO IS Am AGENT. BROKER OR OTHER PERSON OF YOUR CHOICE. 8M Inovronce In
UNSECURED, SlCtlon 2.4 cI tho BIOUIIIY Ag,_ on Iho ,...,.. lido,
CRIDIT INIUIlANCI II NOT RIQUIRID, Sublacl 10 accePlonce by Iho In,.,., named below. aradll Inov'once I. .v.HIbIl th'ClJIlh UI for Iho lann d thl. NelO II Iho
COII(I) ahown bilow, Singl. Credit UII and Singl. Credil Accldlllt . HMlIh Inlurlnel are IVlltlbll to If1Y on. Botrowat or Co-Slgner 'Ignlng for Inlurlf'lCe bIIow.
JOint Credit lIll InlUrance i. 1Y1l11b11 10 any two 01 you Ilgnlng lor 1ud1 "'Iurance below, No credit InlUranca will be prOYlded ...,IH' the appropfilll Illlemenl(l) It
tlgood by Iho poI.IlIl(.) 10 b. In,u'ad and th. COII(') .hown below .,. ,_ In 111. _ Finoncod, (9.. Iho NOTICE OF PROPOSED CREDIT INSURANCE on
the rlY"'l lide,)
By .lgnlng, you wlnl Single CredIt UII InlurlnCl,
whJch COlli . J6J.&!
PROpeRTY INIURANClh II thl. Noll I. 'ICUred by Collateral v.nlch I. not In our
ru....lon. in.urence eglinll phy.lcaI dlmegl 10 the CoIlarlfal il reqUired 101 the
full term of thl' Nol.,
By Ilgnlng, you w..-t Slngl. Credit Accldenl &
Health InlurlnCl, which COlli SO. 00
Sy .ignlng, you boIh wonl J..nt C'odll Ut.
InlurlnCl, which COItl . WhIt.,.1
your O;U,
YH/I
I.
Slgnaturl of pittOn to ~. inlurld-tOr Slnghicr8dIl[jj~-- Signature 01 pftrlCWl 10 tK' inJured - for Stngl'-
InlutlnOl I Credit ACCident &, Heeltn In.urenee
RICHARD A 18TACIO
Whit I. ~DUr 1001 ]J Yearl WIlli il your agl1 V.ar.
2. y~.
Signature. 01 both parton. to b. in.ur;cr--
lei JOInt Credit url In'u'lnC8
InlUl&r: ITIRUNG U'I INIUIlANCE (;0.
THE ADOmONAlTEAMSANOSEi::-URITYAGRE-EMEm ON PAGE 2A OF 2A ARE PART OF THIS NOTE,
SY SIGNING BELOW, YOU INTOND TO BE LEGALLY BOUND SY All OF THE TORMS OF THIS NOlO,
\YO~A 0 ACKNOWLEDGE RECEIVING A COMPlfTOD COPY OF THIS NOlO,
~ '_~__~ 1015 CRYSTAL CflIEK D KlCRAHIC8DURQ PA
IC~ TAC_I~ Addre..
_...~. _. tl)..Jtl.CQJ ~~~6 CRYSTAl. CREBK D .mCHAHICSBURO PA
tcmr """Eb1X~fO Addr...
BorrOWlt'.- Slgnaturl-
170551991
170551991
BOrrowe,', -Signature
t NOnCE TO CQ.SIONIR
You ... being __ 10 l/ueranl.. thl. debL n,lnk ceralully belo.. - you do. " the Bo"o_ dOMll't pey the deb~ vou will hlV' 10. Be
IU.. you CII1 .lIord to pey " you hlv. 10, end II1It you win' 10 .ccepl thle reeponllbllltv.
You IlUIY hi.. to pey up to the lull .mount 01 the debt " the Borro.... d_ nol pey. You rruoV .110 hlv. to ply.... _ or col*>llon
00'''' which Inor_ thle .mounL
The Crldllor CII1 oolltct thle debt from you without nral 'rylng 10 colltct from the Borrow... The Crldllor cen UN the lime colltctlon
llIIIhodl IIIIllIIt you 111I1 cen be ulld 1II.ln.t the Borrow.., .uch .. .ulng you. lie. " thl. debt .. ..., In d.faul~ IhIt fact IlUIY become .
pert 01 vou, orldlt raco,d.
Co-SIQNER'S SURETY AGREEMENT; You. the person (at potlona) .ignrng as .Co-S,gne,. below. prom!.. to paV to U', or 10 our order, the AmOU'lI Financed, ~Iu.
lnl,,"t Ifld othlr chargea, III prOVided In this Nole. You Inlend 10 be IOOall)! bound by all the lerm. ollhl' kalo, loperatoly and logOlh.f, wllh tne Borrower. You are
malm'O thll promtl. 10 lnduGI u. to mako the loan to tho Borrower, even !hough th. proceed. will bo Uled only tor Ihl Borrow.'" benefi!. You eg,.. that.. m-V
.... Immedtate Plymonl trom ~ou Wtlhoul making any prIor demand for plymenl upon the Borrower. You allo acknowledgl receIving 8 campl.tAd copy 01 ttlll Not..
C~Sign.;I.-Slgn&lU'B- -.. -,-_.-..-_.---~--
C&Signl"rri-srgnature -- __H..____m____ ----
AddrOI'--
001.------
A-ddro..----~--.----
011.----
CO.oWNER'S SECURITY AGREEMENT: You. Ihe porion .tgnlng at .CcH)woe,. below. :ogothor With the Bortower or othei'Wl11 boong all 01 the ownl" 01 the Collateral.
grant u. . llGUrlty tnlor.'1 In Ihe CoIllforal IdentIfied aboye. II the Collaleral GOOIIIII 01 perianal property. you agr.. 10 b. bound by the Ilrm, 01 the SecurllY
AgreemenlCMlalned 10 Ihll Nole. It tho Collatoral conllll. at reel propeny, VOU .g'oo 10 be bound b~ the terml 01 Ihl Mortg.ge. You If. grenllng u. thl' .ecurlty
Inllltllt 10 IOduGe UI 10 mike the loan 10 Ihlt DOHowe' and 10 ..cure Ihe p.ymont bV the Dorrowot 01 ..11 turn. doe under lhll NoIe. If, upon delaull end ..Ie 01 !hi
Collateral. !here r8fTllln. any lurn 11111 due u. , Ihe Nota, you Will not bo obligated \0 pay UI mlt .urn
Co-OWn.,'. SignalUl8
Acdre..-- --------~--------_.._----- Date--
NOTIC!. 8EE 2A 0' 2A 'DR IIAPORTANT IN'DRIolATION
. "
111111111111.1.1.
ADDmONAL TERMS
RB11JRNBD CHBCK CHARGB: II you Nnd UI . check or olh.r hem In MUL TIPLB PARTIBS: IIth.r. ia more Ihln one Bo"ower on Ihia NOli or
payment of awn. you OWl on thil Note and Ih.1 Item iI returned unpaid for one or more Co-Si.nen, all or your abll,_llona ,han be primary. Bach of jou
any llUOn, .1 willlmpolC I Return hem PH of '''.00. will be ~fable, llepal..el)' and IGltchel, for III of your prOl\,tat.. in Ihit NOlo.
DBPAULT: Th, lallmn, .r. Neh "Ocr.ultl": WAIVER: It .e doc",. tho unpa:d bal....", of Ihe NOli and earned interett
(I) You '11110 mak, any payment CO UI on or before tho dly II come. duei to be Immediately due and PAyable, you wlivl your r1.htt to requlr. UI to
(U) You prOYtde UI whh r.lM Infannltion or .1.naturcI I' In)' limcj do certain thin... ThOlO thinl' .re:
(III) Veu dI. or become I.a.lly Incompetenl; (I) 10 dem.nd paymenl 01 .meunll due (known II "pr...ntm.nl");
(Iv) Vou do no' p,omplly .nd p,operly perfonn .ny 01 you, promlIC' 0' (II) 10 alv. noli.. Ih.. .mounll due h.v. nol be.n paid (known .. "nollce
obllaadonl in. Ihl, Nolo, Ih. Security Allcomant, the MOrl,..e or In of dl.honor"); and
any other noto or a.reem.nt you now or lal.r have wilh lU; (lil) to obtain an orneial certification of nonpayment (known al "protelt").
(v) Vou ..nnot pey .ny 01 you, dcbll II th.y .om. du.;
(vi) Th. CoII.t.r.llI 100t, .tolen, damlaed or deacroyedj We waive the riaht to Irell Iny property other thin Ihe Collatenlal tlCurlcy
(vii) Th. Collater.l i. aold. rranafened, leued, .iven or delivered, in whol. for thl. Note. A waiver of any other or our riahll under thil Note will not be
or In pan, to a penon who i. not a party 10 tho Security Alreemenl or effective unle.. il II tn a Ilan.d writin,.
Me....a.; NO NOTIeB OR LOSS OF RIGHTS: We ..n do .ny er 'h. lollowina
(vill) "o<udlnl' arc beaun unde, Ih. B.nkrupl<Y Code by or ".In.t you: wilhoull.llina you 0' 100Ina .ny riahll .a.lns, you or Ih. CoIIIl...I:
(II) Any jud,m.n'ia enlered 01 record .a.lns, you: 0' (I) ....pl . .heck or olher o,de, milked "paid In lull" or wilh .Imlle,
(.) Any or your property II attached or lubjecl to beinl lorlelted. lan,uaae u a partial paymenl under thll NOle;
DBFAUL T AND RBQUIRBD PA VMBNT IN PULL: II .ny D.I.ull (II) alve .ddlrio'lIl ~m. lor peym.nt 0' .ny .moun' owina under Ihl. Nele;
oc:cunl wo may, If we chOOla, "Iccllerlto" Iho maturity of Ihle NolO. Thll (III) OlO",lIe, ,ive up or dolay curcialnl any r1.hla..lnlt any penon or
mllftl WI mlY doclar. the entire remalnina unpaid balance 01 the Amount propcnyi
financed and limed intere.t to be immedlalely due and paYlble. However, (iv) add or relea" any penon or property obll,lted under thie \-Iote; or
II thia NolO ia lCCur.d by a Mortaaal on retldendal rtal property Collaterll, (v) laU 10 protecl or enrorce our Inlerllt In any of the Collater.l.
if required b)' law, we will nnl Mnd you a limely notice of the Detaull,
advilinl you 01 your r1ahl to cure the Defaull Ind of our Intention to take RISK OF LOSS: You will remlln bound by thit Nole even If thl Colllteral
Ictlon If you do nol cure within tho time period provided In our notice. If wo il lOll, Itolen, dam.aed or dCllro)'ld.
file In action 10 collect amoun.. In Dcrlull, you 1110 aaree 10 pay III or our BBNBftT AND BURDEN: All the benentl of thie Note Ihlll favor UI, 0111
court coati Ind our realOnable luomeya' feCi of 209& of the amount due. IUCCOllOn and a..lanl. The obllaltiana .hl\1I bind you, Ind your hel,.,
Out rlaht to collect anamlYl' fee. mlY be IImlled durina any cure period perlOnal reprelOnl.tivel and a..iIOl.
p,avided by I.w. W. will ..nrinue 10 Impooe In,erOlI dally on .1I.urn. ow.d NOTICBS: Unl... olh.rwllC '.qul..d by I.w, ..ch d.mand 0' nolke under
to UI .t lb. ute provided In Ihil Nole undl we receive payment In full, even Ihit Notl Ihall be delivered or Mnt by relular maU, addreued to the party al
II we hav. ohlllned Judam.n' oa.11lI1 you. II. .ddr... II provid.d In thl. Nel.. Bllher pany m.y .hlna. III .ddreaa by
LATS CHAROS: You .,roo to pa)'. lato charal or the lea.aer of S15.00, or a1vinllUCb a nodce 10 tho other pany. RellOnable notlee, when notiu fa
3'llo ollh. paym.n, .mounl, II .ny paym.ntia not m.d. wllhln 15 day. 01111 ,equlred, .h.1I be d..m.d 10 be 10 day..
due dec.. In no ovent will tho lal' charal be Ie.. than StO.OO. No lalo char.. LAW: Thll Not. will be .ovemed by Ihe lawI of Ihe Commonwealth of
will be due If the realOn the paymenlll latl II a ,onllnulnl delinquency on I P.nnaylvanla, unle.. federalla"l apply.
prior p.ym.nt or bcclUle, after derault, Ihe entire out.tandln. balane.
beclme due.
SECURITY AGREEMENT
SBCTION 1. LOAN AND COLLATBRAL, Wh.n yeu .Ian Ihl. NOI. .nd
deliver It to UI, Ind cocupl.t. Ihe other required detaU., we will make I lOin
to you. Thia Security Aar..m.n, ,ppUOI only 10 penon.1 propeny deKribed
II CoU.....1 on 'h. rron' .Id. ollhl. Nele. A. \IIOd In the lollowina Secrions
.r Ihia Security Aar..m.nl. "you" .110 1""lud.. .ny Co-Owne, 01 Ih.
CoII.IO..I.
SBCTION 2, VOUR OrnBR AGRBBMBNTS,
2.1 OWN, SBLL, BTe. Vou own ,h. CoII.lOral".. .nd .Ie.. 01 .11 lI.ns
and Meurhy InlcrulI. You will nol 1111, tranaler, leall, live, dellvcr or
olherwllO: di.poH of tho Collat"al, In whole or In part, to any penon who it
nol . pany 10 Ihl. Security Aare.m.nl. Vou will no' pannll .ny lI.n or
ICCUrit)' Intereat to be obtained on Ihe Collateral other Ihan oun.
2,2 MAINTAINING THB COLLATBRAL. AI your .011, you will m.lnl.ln
Ih. CoII"...lln aoad <ondlllon .nd repal,. V ou will pre..... II .a.11lI1 I...
or damale. Vou will pay an la.el and other Chari" on the Coll.teral. You
will nol \III Ih. CoII.lerol iII.a.lly or ler hll.,
2,3 DBPOSrr ACCOUNTS, IIlh. CoII.,.ral.onslll. 01 . d.poall ...ounl e'
certi,,"te of depoclil, we may rel'ule to aUow you to clOlCl the Iccount or
withdraw .ny .urn. Irom h. II Ihe d.pool' ...ounl or .."Incelo 01 d.pooit
maturll while the NOle remaloa unpAid, we will automaricllly renew Ihe
depooit 10' Ih. lime rim. period, II provid.d In Ih. d.pooIl .aroom.nl,
unleu you and we .aree Ihat the depolit .hould be renewed on other lerma,
Th. "n.w.1 depooll .h.1I be CoII".1I1 .ubJ",lo 'hi. Security Aa,.ement.
2.4 INSURANCB. While .ny .um. ar. ow.d on Ihl. NOle, you will ceny
intLlfaoce on Iny Collalcrll which t. not In our poutalon a.ainlt fire, thcrt
and other CUUlh')'. Thl policy mlUt contain a deductible c:lauae Ind be In an
amount and with an tRlurer that are IItl,'actory to UI. Tho policy mUll name
UI II Ih. "I_payee." Th. pelky mUlt provldo Ih., .ny 10111. 10 be p.y.bl.
to you and 10 111 U our Intere'lI appear. It mlUl allO provide that we be
,Iven nol Ie.. than 10 day. prior written nodce of any clncellallon or
reduction In coveraae for any reuon. Upon requolI, you Ihall deliver the
pollelCl, ccnifkalc, or alher evidence or Inauranee 10 lU. In the event of any
1011 or dam.le to the Collaleral. you will Immediately notiry lU In wrilina
and file a proof of Iou wilh the Inlurer. We ma)' file I proof or Iou on your
behalf If you r.n or refute to do 10. We may alia .Isn your name 10 any
check, drart or other order for the paymenl of In.urance proceedJ In Ihe
event of 1011 or damaBo 10 the Collltcral. tr it i. economically re.alble, in
our judsmenl, we wHl apply the In.urance proceeds 10 repair or replace the
Collateral. OtherwilOl we will apply Ihe proceed. 10 reduce the .um. you
owe on thl. NolO.
2.5 NOTING OUR SBCURITY INTBRBST, II. .."m.... 01 1111. I.
luued ror the Collateral. you will lullt UI In having our lecurtty intereat
noled on the certificate of litle.
2.6 VOUR AUTHORITY TO U5, II you 1.11 10 do wh.. I. r.qulr.d 01 you
by Section. ~.2, 2.4 and 2.5, we may Ir we choose, perronn your oblll.llon.
and pay luch COlli and e_pe.lIc.. We will add the amount. we advance 10
the lurn. the Bonower owe. on Ihl, Note, on which we Impose Inlereat II
r,rovldcd In thil Note. If you r.n to honor your promise. to maintain
Muranel In effect. or to pay nllna rell, tlla or the COlli nocOlll1)' to keep
tho Collatcrlt In load condition and repair, we may, If we a.",n. ChOOH.
.dva"". .ny .urn. you p,omlaed 10 pay .nd oh..ln r.pl_m.nt lnaur.nce.
However, an)' rcpllcemenllntUfance we oblaln to cover 1<<* or daml.. 10
Ih. CoII.....1 m.y be IImll.d to .n .mo",,' nol are.." Ih.n whll you ow.
on Ihl. Nol.. Any .mounl w. .dv."". on your beh.1I wiil be added 10 Ih.
b.I."". on whkh w. Impooe Pin."". Chara.. .Ith. Annual P....nlla. Rlla
ollhl. NOI. .nd m.y be repey.bl.: (I) Imm.dl.tely upen d.mand; (II) .Iona
wllh your monlhly peym.nll; or (III) II 'h. cnd 01 Ih. Note, II w. .Ione
m.y .peelly. Ou, peym.nll on your beh.1I will nol cur. your I.llur. 10
perfonn your promlac. In Ihl. s..urity Aar..m.nl.
2,7 IN5PBCTION. Vou will pennll ua 10 1napcc:1 Ih. COII.....I al .ny
realOnabll lime.
SBC110N 3, NO LOSS OF RIGHTS. Th. Nol. and Ihl. Security
Alreement may be neaotfated, a..faned, e.tended or renowed by UI without
releuln, an)' of you or the Collat"al. Wo may add or roleue any penon or
propeny obllall.d und., 'h. Nete .nd thl. s..urity Aa".m.nl withou'
1..lna our riahll In Ih. CoIIII...I,
SBCTION 4. DBFAULT. A D,'.ull und., ,h. NOli will be . DeI.ull under
'hi. Security Aa".m.nl. In .ddlrion 10 .11 th. ri,hll and rem.dle. or a
...ur.d p.ny upon del.ult which ar. provid.d under th. Unllenn
Comm...I.1 Code, upen ou, decl.rina 'he Note to be Imm.dlllely due .nd
p.y.blo:
4.1 APPLICATION OF DBPOSITS. W. m.y .pply .ny d.poollll""luded In
the CoII_teral a.lln.t the luml the Borrower OWOl on rhl. Note. tr the
Collateral con.I.1I of a time dcpoalt or certincatl 01 depotll, we may
I.nnlnll' Ih. d.pooll belo.. m'lUrity In ord.r 10 r..llze on Ihe Collete..I, II
WO lermlnalo the deposit, the contract or depoait or Ippllcable Ilw may
require that wo Impoae .ubatantlal penaldOl ror the early wlthdr.wal.
4.2 5URRBNDBR OF COLLATBRAL. We m.y "quire you '0 .u".nder
th. Collaterll to UI at a realOnably convonlent plac. w. de.ilnale.
4.3 PBACBPUL RBPOSSP.SSION. II you don'l ..".nder Ih. Colllle..llo
W, we may tlke posaeQlon of it, with or without leI_I procca, in accorda~
with law. You authorize us to peacelbly enter upon any premllCl where Ihe
CoII.,...I m.y be locel.d 10' th. purpooe ol..klna poIICIIlon .nd "mavin,l'.
4.4 BXPBNSI!S OF RBPOSSBSSION AND STORAGI!. We m.y .harae
you our rellOnablc upenae. in ropoueuin., trantporrins, repairinl, .torina
and aelling the ColllcerallO long a. they are allowed b)' law.
4,5 SALI! OF COLLA TBRAL, W. m.y ..11. .ulan or d.Uver the CoU...ral
II one or more puhllc: or private IIle.. We will give you "alOnable notice of
the time and placc or IIle. We may pun::halO the Collateral at thai ...10, rreo
of an)' equitable or legal righl or claim you may h....e In the ColI.teral. We
will apply the proceeds or .ale fine to our expenae. and then 10 the .urn. the
Bonower OW" on thll Note. We will pay any IUrpllU 10 you. U a lum I. ttill
owed to w, the Borrower and Co-Signer must pay it to lU.
NOTICE OF PROPOSED CREDIT INSURANCE
The 5Ianer(.) or Ihi. Nole hereby lake(l) notice thai Group Credit Life Inluranee coverage andlor Group Credit Accident and Health Inlurance coverase
will be applicable to thi. Note If 10 mlrked on the hont of Ihl. Note, and each luch I)'PC or coverage will be wrinen by Ihe Insurance compan)' named.
Thl. Insurance, lubject 10 acceptanee by Ihe huurer, covcrs only the penon(.) Ilgnlng Ihe requetl ror .uch In.uranee. The amount or charae i. indicaled
ror neh type of credll Inlurlnce to he purchlJed. The Cerm or Ihe Inluranee will commence al of the date the Indebledne.. I. ineuned or on Ihe dele
ham which the Interelt or Finance Charae. accruc, Ir later, llnd will e:'lplre on tho orialnal ICheduled maturity date or the indcbledne... Suhje<:1 10
acceptance by the Insurer and within 30 day.! Ihere will be delivered 10 Ihe Insured dehlor(t) a certificlle or Inturanee more fully delCriblng the Inturance.
Tn Ihc evenl or prepayment or Ihe Indebledneu, a refund or Insuranee chargel will he made when due.
.
NOTICE: SEE -.-A OfZA--FOR IMPO-RTANTiNFOR-MATION--'---~--'-----~--------~-------
..................4.
RICHARD A. ESTACIO,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 96-6033 CIVIL TERM
IN DIVORCE
LORI A. ESTACIO,
Defendant
MOTION rOR APPOINTMENT or MASTER
Lori A. Estacio, D6fendant, moves the court to appoint a master with
respect to the followinq claims:
(X) Divorce
( ) Annulment
( ) Alimony
( ) Alimony Pendente Lite
(X) Distribution of Property
( ) Support
(X) Counsel Fees
(x) Costs and Expenses
and in support of the motion states:
(1) Discovery is complete as to the claim(s) for which the appointment
of a master is requested.
(2) The defendant has appeared in the action personally.
(3) The statutory qrounds for divorce are S3301(c) and S330l(d).
(4) Delete the inapplicable paraqraph(s):
(c) The action is contested with respect to the followinq claims:
Distribution of ProDertv.
(5) The action does not involve complex issues of law or fact.
(6) The hearing is expected to take 4 hours.
(7) Additional information, if any, relevant to the motion:
Date: /'J~/9;J
f
. )(~;:JP-~
Attorney for Defendant
ORDER APPOINTING MASTER
191JZ., -LIto/'rd- ~.duf:. Esquire,
to the followinq claims: /
AND NOW, ,
is appointed master with respect
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By the Court:
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Household Child Household Child
Week Week Month Monlh
EXPENSES
Home
Morlgage/Rent ........................................ $ $ $~ $
Maintenance ...........,............................... $ $ L I~ $
UtlllUes (telephone, heating liD
eleclrlc, etc,) ..,..........,.......................... $ $ $ $
Employment (transportation, 100
lunches) .................,.........,.,............,.... $ $___ $ $
TaKes
Real Eslate ....,......................................... $ $ $ $ "
Personal Property..,................................ $ $ $ $
Income ...............................,..................... $ $ $ $
Insurance
Homeowners ........................................... $ $ $ bt, $
Automobile .............................................. $ $ $ $
Life/Accident/Health .............................. $ $ $ $
Other ........................................................ $ $ $ $
Automobile (payments, fuel, L.55'O
repairs) ................................................. $ '.; $
Medical 1("
Doctor. Dentist, Orthodontist ................ $ $ $ $
Hospital................................................... $ $ $ $
Special (glasses, braces, elc.) ............... $ $ $ $
Education
Private. Parochial School....................... $ $ $ $
College ..................................................... $ $ $ $
Personal
Clothing ................................................... $ $ $ 6"0 $ -:;.~
Food ......................................................... $ $ $ z.fjl.) $
Other (household supplies, ..,~
barber, etc.) .......................................... $ $ $ $
Credit payments and loans .................... $ $ $ 7"~ $
Miscellaneous
Household help/child care ..................... $ $ $ $
Entertainment (Inc. papers,
books, vacation, pay TV, etc.) ............ $ $ $ 'if $
Gills/Charitable conlrlbutlons .............. $ $ $ $
Legal Fees ............................................... $ $ $ $
Other child support/sllmony
payments ............................................. $ $ $~~ $
Olher (specify) ...Uk..~.~........................ $ $ $ C;D $
Total Expunses ............................................. $ $ $ ~64~_ $
,
Ownership'
PROPERTY OWNED Description
Checking Accounts ..,..,..--1lko
Value
$ ~~
$
$ 0
$
$
$
$
$
$~'
$
$--
$
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W
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Savings Accounts ........,..
\~lto
---
---
---
Credit Union ....",........"'"
---
....................
----
Slocks/Bonds .........,........
---
..................
---
Real Estate ......................
---
......................
_ _ ---i.
Other ................................
---
................................
---
Total, Property.....................
Coverage'
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company
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Polley No.
INSURANCE
Hospital ...,.......................-PiJ
Modlcal ............................ ..
Health/Accident ..............
Disability Income ............
Other (dental, etc.) ...".....
('H. Husband. W . Wile, J . Joint, C . Child)
---
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SUPPLEMENTAL INCOME STATEMENT
.
A. This form must be IIIled out by a person who (check one):
_(1) operates a business or practices a profession; or
_ (2) Is a member of a parlnershlp or Joint venture; or
_ (3) Is a shareholder In and Is salaried by a closed corporation or similar entity.
B. Attach to this stalement a copy of the following documents relating to the business. profession, partnership.
Joint venture. corporation or similar entity.
(1) the most recent Federal Income Tax Return, and
(2) the most recenl Profit and Loss Statement.
C. Name and Address of business:
Telephone Number
D. Name and Address (II different than C) of accountant. controller or olher perso[l In charge of IInanclal
records:
E. (1) Annual Income Irom business ................................................................,........,............,...... $
(2) How ollen Is Income received? ............................................................................................ $
(3) Gross Income per pay period ................................................................,.............................. $
(4) Nellncom'l per pay period .......................................................................,........................... $
(5) Speclllc deductions If any ...................................................,..................,...........,................. $
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R. MARK moMAS
A170RNEY AT LAW
M !lAST JIIAIN STREET
MI!C1IANICSBURO. PA 110Sa
(717) 691-40560 PAX (717) 691.'""
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RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96-6033 CIVIL TERM
v.
LORI A. ESTACIQ,
Defendant
IN CUSTODY
ADDITIONAL COUNTERCLAIM FILED ON BEHALF OF DEFENDANT
AND NOW, comes the Defendant, Lori A. Estacio, by and through
her counsel, R. Mark Thomas, Esquire, and files this additional
Count for custody which is being filed in addition to the Answer
and Counterclaim previously filed by the Defendant on January 23,
1997, and in support thereof respectfully represents:
35. Paragraphs 1 through 34 of the Defendant's Answer and
Counterclaim which had previously been filed in this matter are
incorporated herein as if set forth at length.
36. Defen~~nt seeks custody of the following children:
Name Present Residence DOB
Richard A. Estacio, Jr, 1075 Lancaster Boulevard 10/3/83
Mechanicsburg, PA 17055
Lindsay A. Estacio 1075 Lancaster Boulevard 2/19/88
Mechanicsburg, PA 17055
The children were not born out of wedlock.
The children are presently in the custody of both parties to
this action pursuant to an agreement of shared physical custody.
When the children are with the mother they reside at 1075 Lancaster
Boulevard, Mechanicsburg, PA, and when the children dre with the
father they reside at 1016 Crystal Creek Circle, Mechanicsburg, PA.
During the p3st five (5) years the children have resided with
the following persons and at the following addresses:
Person
Defendant/Mother
Jointly
with Defendant/Mother
with Plaintiff/Father
Jointly
with Defendant/Mother
with Plaintiff/Father
Jointly
with Defendant/Mother
with Plaintiff/Father
Jointly
with Defendant/Mother
with Plaintiff/Father
Address
Dates
Delbrook Manor Apts.
Mechanicsburg, PA
Pioneer Woods Apts.
Lancaster, PA
1993
8/93-4/94
The mother of the child is Lori A. Estacio. She is married,
1016 Crystal Creek Circle
Mechanicsburg, PA
305 Parkwood Drive
Lancaster, PA
4/94-8/95
1016 Crystal Creek Circle
Mechanicsburg, PA
Delbrook Manor
Mechanicsburg, PA
8/95-3/97
1016 Crystal Creek Circle
Mechanicsburg, PA
1075 Lancaster Boulevard 3/97-Pres.
Mechanicsburg, PA
1016 Crystal Creek Circle
Mechanicsburg, PA
but pending divorce with Plaintiff.
The father of the children is Richard A. Estacio.
He is
married but pending divorce with Defendant.
The relationship of the Plaintiff to the children is that of
father.
The Plaintiff currently resides with the following
persons: none.
The relationship of the Defendant to the children is that of
mother.
The Defendant currently resides with the following
persons: none.
37. The Defendant has not participated as a party or witness
or in any other capacity, in other litigation concerning the
custody of the children in this or another court.
Defendant has no information of a custody proceeding
concerning the children pending in a court of this Commonwealth.
Defendant does not know of a person not a party to the
proceedings who has physical custody of the children or claims to
have custody or visitation rights with respect to the children.
38. The best interest and permanent wel fare of the children
will be served by granting primary physical custody to the
Defendant/Mother because:
a. The children h;we been going through
alternating periods of custody with the parties since
1993 and the constant changes have proven to be
unsettling to the children;
b. Defendant/Mother is the party who primarily
takes care of the needs of the children and manages the
children's needs, particularly with regard to education
and medical treatment; and
c. The Plaintiff/Father has demonstrated by his
actions that he would not put the interests of the
children ahead of his own interests in the same fashion
in which the Defendant/Mother has proven that she would
do.
39. Each parent whose parental rights to the children have
not been terminated and the person who has physical custody of the
children have been named as parties to this action.
WHEREFORE, Defendant requests that this Honorable Court grant
primary physical custody of the children to the Defendant.
Respectfully submitted,
.\
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R, Mark (~mas, Esquire
Attorney for Defendant
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
IDH 41301
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. S4904, relating to
unsworn falsification to authorities.
I)
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VERIFICATION
I hereby acknowledge that the facts stated herein are
true and correct to the best of my knowledge, information and
belief.
I understand that any false statements herein are made
subject to penalties of 18 Pa. C.S. ~4904, relating to unsworn
falsification to authorities.
~.~~
Richard A. Estacio
Dated:--11lf4/~
AND NOW,
Shaun M. Kovach
I
this Jt./;... day of --n~
, 1997, I,
CERTIFICATE OF SERVICE
,for the firm of Hepford, Swartz & Morgan, hereby
certify that I have, this day, served the within document on counsel
for Defendant, by depositing a copy of the same in the United States
Mail, first class, postage prepaid, at Harrisburg, Pennsylvania,
addressed to:
R. Mark Thomas, Esquire
54 E. Main Street
Mechanicsburg, PA 17055
~CWAt 1?1.1( IfIHid
Shaun M. Kovach
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RICHARD A. EI:l'rACIO,
Plaint if f
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96-6033
CIVIL ACTION - LAW
IN DIVORCE
LORI A. ESTACIO,
Defendant
PETITION TO MAKE RULE ABSOLUTE
1. Plaintiff, Richard A. Estacio, filed a petition to
Bifurcate with this Honorable Court on December 2, 1997 and the
attached Rule was returnable twenty days after service.
2. Service was received by Defendant's counsel, R. Mark
Thomas, Esquire, on December 16, 1997.
4. Defendant's counsel has verbally agreed to proceeding
d~?J1d,#~.)
/Sandra L. Me~ Esquire
HEPFORD, SWARTZ & MORGAN
111 N. Front Street
P.O. Box 889
Harrisburg, PA 17108-0889
3. No responsive pleading was filed by Defendant to said
Petition and Rule.
with bifurcation.
WHEREFORE, Plaintiff prays this Honorable Court to make the
Rule absolute so that the Court may enter a Decree in Divorce,
reserving the claims of distribution of property, counsel fees,
costs and expenses.
~TIFICATE OF SERVICE
I.''J+A
AND NOW, this o^
M. Rine, Legal Assistant
day of ~ bl?C( trf:Jet-, 1998, I, Gloria
,
to Sandra L. Meilton, Esquire, for the
firm of Hepford, Swartz & Morgan, hereby certify that I have this
day served a copy of the within document, by mailing same by first
class mail, postage prepaid, addressed as follows:
R. Mark Thomas, Esquire
54 East Main Street
Mechanicsburg, PA 17055
~L:4 J/1 ~!L-
Glorla M. Rin~
SNELBAKER, BRENNEMAN c9 SPARE
A Pfl.O.lUlONAL COIlPORATION
ATrOJUolEY5 AT LAW
.w W~ T MAIN STREET
MECHANICSBURG, PENNSYLVANIA 17055
P O. BOX 318
F^C~IMILE van 697.1681
Jl,.aCH^IilO c ~NnlA"'llt.
KtlTH 0 '''lNNfMAN
I'HILlP H :-'PAkl
111.607.8528
December 10, 1998
E. Robert Elicker, II, Esquire
9 North Hanover street
Carlisle, PA 17013
ReI Estacio
Dear Bobl
This letter will confirm that Sandra L. Meilton and I spoke
with Tracy cf your office last week and asked for a continuance
of a hearing currently scheduled for December 30, 1998 in the
above referenced matter.
Both sandy and I realize that if the matter has to be
rescheduled, we may not get a hearing date until the summer of
1999.
Thank you for your cooperation in this matter.
(ftiP~ours,
Philip H. spare
PHS/SZ
eCI Sanura A. Meilton, Esquire
Lori A. Estacio
RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
v.
NO. 96-6033
CIVIL ACTION - LAW
IN DIVORCE
LORI A. ESTACIO,
Defendant
AFFIDAVIT OF SERVICE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS:
AND NOW, this /C){~ day of /e./rI/(;r,/ 199B,
/
personally appeared before me, a Notary Public in and for the
aforesaid Commonwealth and County, Shaun M. Kovach, legal secretary
to Sandra L. Meilton, who being duly sworn according to law,
deposes and says that on December 15, 1997, she mailed a certified
copy of a petition to Bifurcate with attached Rule, by certified
mail no. P 016 240 471, return receipt requested, to R. Mark
Thomas, 54 East Main Street, Mechanicsburg, PA 17055, and the same
was received by him on December 16, 1997 as indicated by the return
receipt card which is attached hereto.
~Wr\. 1rt.~
Shaull M. Kovach
Sworn to and subscribed
before me this /(; /), day
of r,"/'I/t",/ , 1998.
,
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. I Notary Public
(SEAL)
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96-6033
RICHARD A. ESTACIO,
Plaintiff
LORI A. ESTACIO,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
PRAECIPE TO WITHDRAW APPEARANCE
TO THE PROTHONOTARY:
Kindly withdraw my appearance on behalf of Defendant Lori
A. Estacio in the above captioned matter.
Date: /o/~ ;2.? 1~9~
&~.
54 East Main Street
Mechanicsburg, PA 17055
SNELBAKER, BRENNEMAN 8 SPARE
A f'1l0't~'1lI0NAI. COkPOllAnON
^1TORNEn ^T v.w
44 W[~T MAIN ~nutT
MECH~IC5BURG. PENN5YLV^NI^ 17055
r 0 80)( 318
fAC~IMILE (l1n 6011681
RICHARD C. 5NEL8^)(.[R
Klint 0 IkENNEMN-l
PHILIP H. SPARE
111 6U/.W,;!K
August 20, 1998
E. Robert Elicker, II, Esquire
Office of Divorce Master
Cumberland county
9 NOI':th lIanovel' street
carlisle, PA 17013
Re: Richard A. Estacio v. Lori A. Eatacio
No. 96-6033 civil
In Divorce
Dear Mr. Elicker:
This letter will confirm our conference call of August 18,
1998 where you, Sandra Meilton and I discussed rescheduling the
Pre-Trial Conference in the above referenced matter from August
19, 1998 until August 31, 1998 at 3:00 P.M. The rescheduling was
made at the request of both counsel in an effort to allow some
additional time for both sides to attempt to settle the case.
Thank you for your flexibility in rescheduling this matter.
v~l;:rs,
U,i lip H. Spare
PHS!sz
cc: Sandra L. Meilton, Esquire
Lori A. Estacio
TUCKER
ARENSBERG
& SWARTZ
lu( S"'NUl ·
J""u~'(: \k)fU;A,N. JR.
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December 8, 1998
Robert E. Elicker II, Esquire
9 North Hanover Street
Carlisle. PA 17013
OdJlIUI,,,\'U.thl'l
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flr,,,.I,,.t.wl,lr.'......1
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RE: Estaclo
Dear Bob:
I am writing to confirm that Phil Spare and I contacted your office last week and
asked for a continuance In the above referenced matter. At the present time, Ihe
Property Settlement Agreement Is being revised to Incorporate agreed to changes
requested by both sides and It Is anticipated that the document will be signed by the end
of the year.
Both Phil and I realize that If the matter has 10 be rescheduled. we may not get a
hearing date unlll the summer of 1999.
Thank you for your assistance In getting this matter resolved.
Sincerely,
TUCKER ARENS BERG & SWARTZ
Sandra l. Melllon
SLM/smk
cc: Philip Spare, Esquire
Richard A. Estaclo, Esquire
11100.1
111 NORTH FRONT STREET PO BOX 889 HARRISBURG, PA 17108,0889 717-234-4121 800-257.4121 FACSIMilE '/17-232-6802
lawl.IOwn OHIC& 12 Soul" ""I'" SllMl PO DOl 881 l''''''ltOYlfl, PtIo llQ.t4.08a1 7l".2"'6-3013
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A~ PloltUIOl'IIIQfh::. C""at 1nO Thain Run R~d Ed Ikon Tollll'l1~'P. PA 15106 .'2.;>(12.3730
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LORI A, ESTACIO
PLAINTIFF
IN TilE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
V.
96-6033 CIVIL ACTION LAW
RICHARD A. ESTACIO
DEFENDANT
IN CUSTODY
ORDER OF COURT
AND NOW, Friday, October 24. 2003 . upon consideration of the attached Complaint.
il is hereby directed Ihal parties and their respective counsel appear before Dawn S, Sunday. E.'C.....-. Ihe conciliator.
al 39 West Main Street, Me.hanl.sbure. PA 17055 on Tuesday, November 25, 2003 al 8:30 AM
for a Pre-Hearing Cuslody Conference, AI such conference, an effort will be made to resolve Ihe issues in dispute; or
if this cannol be accomplished. to define and narrow Ihe issues 10 be heard by the court, and to enter into alemporary
crder. All children age five or older may also be present at the conference. Failure 10 appear althe conference may
provide grounds for entry of a temporary or pennanenl order.
The court hereby direct. the partie. to furnish any and aU ed.tlng Protection from Abuse orders,
Special Relic! orders. and Cu.tody orders 10 the conciliator 48 hours prior to scheduled hearing.
FOR THE COURT.
By: 1.1
Dawn S. SlInd4J'r Esq.
Custody Concilialor
c..
The Court of Common Pleas ot'Cumberland County is required by law to comply with Ihe Americans
with Disabililes Acl of 1990. For infonnalion about accessible facilities and reasonable accommodalions
available to disabled individuals having business before the court, please contael our office. All arrangements
must be made alleast 72 hours prior 10 any hearing or business before the court. You must attend Ihe scheduled
conference or hearing.
YOU SHOULD TAKE THIS PAPER TO YOUR A TIORNEY AT ONCE. IF YOU DO NOT
HAVE AN A TIORNEY OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET
FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL IIELP.
Cumberland County Bar Association
32 South Bedford Street
Carlisle. Pennsylvunia J 70 J 3
Telephone (717)249-3166
I)
I
LOR I :\. I'ST:\l'IO,
IN Till' COURT OF l'O!\IMON PLI'AS
CU !\IIII-:I{ I.AN I Jl'( JLJ NTY ,PI'N NS Y I.\' AN 1:\
Plaintiff
v.
NO. W,.6ll33
RIl'IIARD A. I'STA('(O,
D~f~nJanl
CIVIL ACTION
IN CUSTODY
OROER
AND NOW, upon consideration of the uttuched Cumplaint, it is hereby directcd thutthe
pal1ies und their respective counsel up pea: hefure the Custudy Cunferenee Oflicer, on the__
day uf ,2002, at o'clock _,m" ;It
l(lr a Pre-Heuring Custody Conference, At such Conference, an effort will be made to resolve
the issues in dispute; or if this can nut be accomplished, tu deline und narrow the issues to be
heard by the Court, und to entcr intu u Temporury Order, All children age live ur older shull also
be present at the Conference, Fuilure to appeur at the Conference may provide grounds I(Jr entry
of a tcmporary ur pel1nanent Ordcr,
FOR TIlE COURT:
Date:
By:
Custudy Cunlcrence Officer
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT Ol'!CE, IF YOU DO NOT
IIA VE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE
SET FORTlI BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP,
Cumberlmlll County Cuurt Administrator
Cumberland County Cuurthouse
One Courthouse Square
Carlisle. PA 17013
(717) 240.6200
LORI A. ESTACIO,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,PENNSYL VANIA
Plaintift'
v.
NO. 96-6033
RICHARD A. ESTACIO,
Defendant
CIVIL ACTION
IN CUSTODY
COMPLAINT FOR CUSTODY
AND NOW, comes the Plaintiff, LORI A. EST ACIO, by hcrattomey, Francis M. Socha, and makes the
following Complaint for Custody:
1. The Plaintiffis LORI A. EST ACIO, an adult individual residing at 1462 Timber Brook
Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055.
2. The Defendant is RICHARD A. EST ACIO, an adult individual, who currcntlyresides at 10 I
Wickshire Circle, Lititz,Lancaster County, Pennsylvania 17543.
3. The Plaintiffand Dcfendant were married and two (2) children were bom as a result of
this relationship; one of which is the subject of this action, namcly:
Lindsay A. Estacio; born February 19, 1988.
4. On Dcccmber 12, 1997, thc Honorable Kevin A. Hess, upon consideration ofa Custody
Conciliation Rcport, ordcrcd and directcd thatthc parties shall havc shared physical custody of the
parties' children in accordance with thc scheduled outlined in thc Ordcr which is attached hereto as
Exhibit "A".
5. Plaintiffseeks primary physieal eustody ofthc child Lindsay A. Estacio, a minor child.
6. Theminorchild, Lindsay, has bcen in the primary custody ofthe Plaintitl'since August
RICHARD A. ESTACIO,
Plaintiff
IN THE COURT OF CCt-lMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
.
.
vs.
NO. 96-6033
CIVIL TERM
LORI A. ESTACIO,
Defendant
CIVIL ACTION - LAW
: IN CUSTODY
aIDER OF CXXJRl'
AND tOol, this I :J'i:IL day of
upon consideration of the attached Custody
ordered and directed as follows:
.DiT'Ltrl'--' , 1997,
Cone 1 at on Report, it is
1. The Father, Richard A. Estacio, and the Mother, Lori A.
Estacio, shall have shared legal custody of Richard A. Estacio, Jr., born
October 3, 1983, and Lindsay A. Estacio, born February 19, 1988.
2. The parties shall share physical custody of the children
during the school year in accordance with the following schedule:
A. The Mother shall have custody of the Children every week from
Monday morning through Wednesday morning when the Mother
shall transport the Children to school.
B. The Father shall have custody of the parties' son, Richard,
every week from Wednesday morning until Friday morning.
The Father shall have custody of the parties I daughter,
Lindsay, every week from Wednesday morning until Thursday
after school.
C. The Mother shall have custody of the parties I daughter,
Lindsay, every week from Wednesday after school until Friday
morning.
D. The parties shall alternate having custody of both Children
from Friday morning through Saturday morning at 10:00 a.m.,
beginning with the Mother having custody of the Children on
Friday, December 12, 1997.
E. The parties shall alternate having custody of both Children
fr.om Saturday at 10:00 a.m. until the following Monday
mornir,g, beginning with the Father having custody of the
Children on the weekend beginning Saturday, December 13,
1997.
3. The parties shall have shared physical custody of the
Children during the summe~ school break in accordance with the schedule in
paragraph 2, with the exception that the Mother shall have custody of the
Children on the Father's regular days of custody when he works from the
morning on those days until 5:00 p.m.
4. The parties shall share or alternate having custody of the
Exhibit "A"
/sJ '/j,':',~ CI ,~"'4-'
J.
Children on holidays as arranged by mutual agreement of the parties.
5. The party receiving custody of the Children under this order
shall be responsible to provide transportation for the exchange of custody.
When the Children are to be trensported to school at the end of a party's
period of custody, that party shall be responsible to insure that the
children are transported to school.
6. This order is entered pursuant to an agreement of the parties
at a CUstody Conciliation Conference. The parties may modify the
provisions of this Order by mutual agreement. In the absence of mutual
agreement, the terms of this order shall control.
BY THE COURT,
cc: sandra L. Meilton, Esquire - Counsel for Father
R. Mark Thomas, Esquire - Counsel for Mother
TRUE ('rlP'{ FROM RECORD
101 Tw.I". T1 ", Ii" d, I hero IJnto sel my hand
,,"J II,e ~_"I'lf suid (uurl at Carlisi,}, p~,
TI,ii ..1 ~:t!- day of.....t),f,f,:..".., 19..~t?
<:JI '(, -:\) "
...' .......... .-.". ~ ~"Lc J'... .c~...,. ".., 'It. t. ..." .............
.tlf').' Prolhonotary
LORI A. EST ACIO,
IN TilE COURT OF COMMON I'LEAS
CUMIlERI.ANDCOUNTY,PENNSYLV ANIA
PllIinliff
v.
NO. 96-6033
IUCIIARD A, ESTACIO,
Dcli:mlllnt
CIVIL ACTION
IN CUSTODY
CERTIFICATE OF SERVICE
I, Carrie E. Ragan, hereby certity that a true and com:ct copy of the foregoing Complaint
WllS sent by Unitcd States mail, postagc prepaid, to the tollowing:
Karen S. Coates, Esquire
KELLY, HOFFMAN & GODUTO. LLP
Commerce Towers, 10'h Floor
300 North Second Street
Harrisburg, P A 17101
DATED:
IO!ll)D)
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LORI A. ESTACIO,
Plaintiff
IN TilE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
<J6.60JJ
CIVIL ACTION LA W
RICHARD A. EST ACIO
Defendant
IN CUSTODY
ORDER OF COURT
AND NOW, this ]-1 day of "])....th , 2003, upon
considcration of the attached Custody Concilia!ion Rcport, it is ordercd and dircctcd as follows:
Order,
I. The prior Ordcr of this Court dated Decembcr 12, 1997 is vacatcd and replaccd with this
2. The Mother, Lori A. Estacio, and the Father, Richard A. Estacio, shall have shared legal
custody of Lindsay A. Estacio, bom February 19, 1988, The Mother shall keep the Father advised of
all significant information concerning the Child's medical/mental hcalth treatment. The purties shall
selcctthe physicians and mental health professionals who will bc providing treatment for the Child by
mutual agreemcnt. Any differences of opinion bctweenthe partics concerning the Child's
medical/mental health trcatment shall be resolvcd in fuvor of the recommcndations issued by thc
Child's physician or mental heulth professionul.
3. Thc Mother shull have primury physicul custody ofthc Child.
4. Contingent upon the Futhcr's compliunce with thc provisions ofpurugraph 7 of this Ordcr
including vcrification, the Fathcr shall huvc partial physicul custody of the Child on ulternating
weekcnds, beginning Deccmber 12, 2003. from Friday at 4:00 pm through Sunday at 4:30 pm.
5. The purties shall share or ulternute having custody of the Child on holidays as follows:
A.GIRISTMAS: The Christmas holiduy shull be dividcd into Scgment A, which shall
run from Christmas Eve at 2:00 pm through Christmas Day ut 2:00 pm, and Segmcnt B,
which shall nll1 from Christmas Day at 2:00 pm through December 26 at 2:00 pm. Thc
Father shall have custody of the Child during Segment A in odd numbered years and
during Segment B in even numbered ycurs. The Mother shall have custody of the Child
during Scglmnt A in cvennumbcred years, and during Scgment B in odd numbcrcd
years.
B. THANKSGIVING: The Father shull have custody of the Child cvcry year on
Thanksgiving,
C. Custody arrungements for the remaining holidays shall be established by agrecmcnt
of the parties,
D. The holiday custody schedule shall supercede and take precedence over the regular
custody schedulc.
6. During thc summer school break each year, the Father shall havc custody of the Child for
two wceks for vacation upon providing atlcast 30 days advance notice to the Mother.
7. The Father shall participate in individual counscling with a professional to bc selected by the
Father. The purposc of the counseling shall bc to address issues regarding management of anger. The
Father shall attend a minimum of six counseling sessions and thcreafier shall follow the
recommendations of the counselor with rcgard to the frequency and duration of counseling. The Father
shall provide verification, through his counsel, to the Mother that counseling pursuant to this provision
has been initiated. At the Mother's request,lhe Father shall provide verification of ongoing
compliance with this provision through his counsel. Thc Father shall be responsible to pay all costs of
counseling.
8, Within three months of thc date of this Order, counsel for either party may contact the
conciliator to schedule an additional Custody Conciliation Confcrence, ifnecessary to address issues
related to the Father's counseling or periods of custody with the Child. Any future Custody
Conciliation Conferences shall be held at the Cumberland County Courthouse.
9. This Order is entered pursuant to an agreement of the parties at a Custody Conciliation
Conference, The parties may modify thc provisions of this Order by mutual consent. In the absence of
mutual consent, the temJS of this Order shall control.
BY THE COURT,
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LORI A, EST ACIO,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
96-6033
CIVIL ACTION LAW
vs,
RICHARD A. EST ACIO
Defendant
IN CUSTODY
Prior Judgc: Kcvin A. Hess
CUSTODY CONCIUATION SUMMARY REPORT
IN ACCORDANCE WITH CUMBERLAND COUNTY RULE OF CIVIL
PROCEDURE 1915.3-8, the undersigned Custody Conciliator submits the following report:
I. The pertinent information conceming the Child who is the subject of this litigation is as
follows:
NAME
DATE OF BIRTH
CURRENTLY IN CUSTODY OF
-
Lindsay A. Estacio
Fcbruary 19, 1988
Mothcr
2. A Conciliation Conference was held on November 25, 2003. with the following individuals
in attendance: The Mother, Lori A. Estacio, with her counsel, Francis M. Socha, Esquire, and the
Father, Richard A. Estacio, with his counsel, Karen S. Coates, Esquire.
3. The parties agreed to cntry of an Order in the form as attached. It should be noted that
following a violent outburst toward the end of the conference, the provisions regarding medical
treatment decisions for the Child, counseling for the Father and summer vacation were established with
the agreement of the Father through counsel after the Fathcr was excused from thc conference rool1l.
~JA,.-I ole.. .;L=_~
Date
~--L,J"A ,
Dawn S, Sunday, Esquire I
Custody Concilialor