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HomeMy WebLinkAbout07-1060Prepared By: Diane G. Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 Supreme Court ID # 32112 Phone: 717-737-0100 Email: dianeradcliff @comcast.net Attorney for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 6 7'? 0 b b cwj I +O-tA V. DAVID J. WITMER, 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 fail 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 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 Courthouse, Carlisle, Pennsylvania. IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, COUNSEL FEES OR EXPENSES BEFORE THE FINAL DECREE OF 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. THIS OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT HIRING A LAWYER. IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE TO PROVIDER YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE. : CIVIL ACTION - LAW. : DIVORCE Defendant Cumberland County Bar Association 32 South Bedford Street Carlisle, PA 17013 Telephone No. (717) 249-3166 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. -10 G D c1 ?' '?'<<"` V : CIVIL ACTION- LAW DAVID J. WITMER, DIVORCE Defendant . COMPLAINT Plaintiff, JANICE A. WITMER by her attorney, Diane G. Radcliff, Esquire, and files this Complaint in Divorce of which the following is a statement: COUNT I DIVORCE 1. The Plaintiff is Janice A. Witmer, an adult individual who currently resides at an undisclosed location in Cumberland County, PA. 2. The Defendant is David J. Witmer, an adult individual residing at 257 Country Club Road, Carlisle, Cumberland County, PA 17015. 3. Plaintiff and Defendant have been bona fide residents in the Commonwealth for at least six (6) months previous to the filing of this Complaint. 4. Plaintiff and Defendant were married on February 24, 1990 in Carlisle, Cumberland County, PA. 5. Plaintiff avers there is one child under the age of eighteen (18) born of the marriage, namely, to wit: Matthew J. Witmer, born April 5, 1993. 6. There have been no prior actions of divorce or annulment between the parties. 7. Plaintiff has been advised that counseling is available and that Plaintiff may have the right to request that the Court require the parties to participate in counseling. -1- 8. Defendant is not a member of the Armed Services of the United States or any of its Allies. 9. Plaintiff avers that the grounds on which the action is based are: A. Section 3301(c) Mutual Consent No-Fault: The marriage is irretrievably broken; B. Section 3301(d) Non-Consent No-Fault: The marriage is irretrievably broken and the parties are now living separate and apart. Once the parties have lived separate and apart for a period of two years, Plaintiff will submit an Affidavit alleging that the parties have lived separate and apart for at least two (2) years and that the marriage is irretrievably broken. C. Section 3301(()(6) Indignities: Defendant has offered such indignities to the person of the Plaintiff, the innocent and injured spouse, as to render her condition intolerable and life burdensome, and that this action is not collusive. 10. Plaintiff requests the Court to enter a decree of divorce. WHEREFORE, Plaintiff requests this Honorable Court to enter a decree in divorce, divorcing the Plaintiff and Defendant. COUNT II EQUITABLE DISTRIBUTION 11. Paragraphs 1 through 10 are incorporated by reference hereto as fully as though the same were set forth at length. 12. Plaintiff and Defendant have acquired property, both real and personal, and incurred debts during their marriage during the period from February 24, 1990, the date of their marriage, until February 7, 2007, the date of their separation, all of which are "marital property" or "marital debts". 13. Plaintiff and/or Defendant have acquired, prior to the marriage or subsequent thereto, "non-marital property" which has increased in value since the date of marriage and/or subsequent to its acquisition during the marriage, which increase -2- in value is "marital property" of equitable division 14. Plaintiff and Defendant have been unable as agree of this the marital property and marital debts Complaint. WHEREFORE, Plaintiff requests this Honorable Court to equitably divide all marital property and debts of the parties. COUNT III ALIMONY PENDENTE LITE ALIMONY 15. Paragraphs 1 through 10 are incorporated by reference hereto as fully as though the same were set forth at length. 16. Plaintiff lacks sufficient property to provide for her reasonable means and is unable to support herself through appropriate employment. 17. Plaintiff requires reasonable support to adequately maintain herself in accordance with the standard of living established during the marriage. WHEREFORE, Plaintiff requests this Honorable Court to enter an award of alimony pendente lite until final hearing and hereafter enter an award of alimony permanently thereafter. COUNT IV COUNSEL FEES COSTS AND EXPENSES 18. Paragraphs 1 through 10 are incorporated by reference hereto as fully as though the same were set forth at length. 19. Plaintiff has employed legal counsel in this case, but is unable to pay the necessary and reasonable attorney's fees for said counsel. 20. Plaintiff has or will incur costs in this action including, but not limited to, costs for various experts to appraise the parties' marital assets, and does not have the funds to pay the necessary and reasonable fees , costs and expenses. -3- WHEREFORE, Plaintiff requests this Honorable Court to enter an award of interim counsel fees, costs and expenses and to order such additional sums hereafter as may be deemed necessary and appropriate and at final hearing to further award such additional counsel fees, costs and expenses as are deemed necessary and appropriate. Respectfully submitted, DJAN& -RA CLIFF, ESQUIRE 3448 Tr' Road Camp Hill, PA 1701 1 Phone: (717) 737-0100 Supreme Court ID # 32112 Attorney for Plaintiff -4- VERIFICATION JANICE A. WITMER verifies that the statements made in this Complaint are true and correct. JANICE A. WITMER understands that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. JANICE . WITMER Date: -5- N o C w l ?c e a HAROLD S. IRNIIN,111, ESQUIRE ATTORNEY ID NO. 29M 64 SOUTH PITT STREET CARLISLE PA 17013 (717) 24341060 ATTORNEY FOR DEPENDANT JANICE A. WITMER, Plaintiff v. DAVID J. WITMER, Dahndant : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : CIVIL ACTION - LAW NO. 2007 -1060 CIVIL TERM IN DIVORCE ANSWER TO COMPLAINT IN DIVORCE NOW, comes the defendant, DAVID J. WITMER, by his attorney, Harold S. Irwin, III, Esquire, and responds to the complaint in divorce as follows: COUNT 1 Dlvor+cs 1. The averments of paragraph one of plaintiff's complaint are admitted. 2. The averments of paragraph two of plaintiff's complaint are admitted. 3. The averments of paragraph three of plaintiff's complaint are admitted. 4. The averments of paragraph four of plaintiff's complaint are admitted. 5. The averments of paragraph five of plaintiff's complaint are admitted. 6. The averments of paragraph six of plaintiff's complaint are admitted. 7. The averments of paragraph seven of plaintiff's complaint are admitted. By way of further response, defendant requests that the plaintiff take part in marital counseling. 8. The averments of paragraph eight of plaintiff's complaint are admitted. 9. The averments of paragraph eight of plaintiff's complaint are admitted in part and denied in part, as follows: A. The marriage is not irretrievably broken and defendant believes that marriage counseling may assist the parties in effecting a reconciliation; B. The defendant admits that the parties are now living separate and apart in that the plaintiff deserted the defendant and abandoned the marital home, taking the parties' child and most of the contents of the home. Nevertheless, defendant believes that the marriage is not irretrievably broken and that marriage counseling may assist the parties in effecting a reconciliation. Furthermore, neither parry can state what will happen over the next two years. C. The defendant does not believe that plaintiff has grounds for divorce under Section 2201(a)(6) of the divorce code, nor does he accept that the plaintiff is an innocent and injured spouse. On the contrary, plaintiff deserted the defendant and abandoned the marital home, taking the parties' child and most of the contents of the home. Nevertheless, defendant believes that the marriage is not irretrievably broken and that marriage counseling may assist the parties in effecting a reconciliation. 10. Defendant requests that this complaint be dismissed and that the plaintiff be required to participate in good faith in marriage counseling in an effort to reconcile. WHEREFORE, the defendant requests that this complaint be dismissed and that the plaintiff be required to participate in good faith in marriage counseling in an effort to reconcile COUNT 11 Eaultable DIoMbutlon 11. Defendant's responses to the averments of paragraphs one through ten of plaintiff's complaint are incorporated herein by reference as though fully set forth herein. 12. The averments of paragraph twelve of plaintiff's complaint are admitted. 13. The averments of paragraph thirteen of plaintiff's complaint are admitted. 14. The averments of paragraph fourteen of plaintiff's complaint are admitted in part and denied in part. It is admitted that the parties have not agreed on these matters; however, they have not even been discussed as no effort on plaintiff's part was made to discuss separation, divorce, custody or equitable distribution issues prior to her desertion of the plaintiff and abandonment of the marital home. WHEREFORE, the defendant requests that this complaint be dismissed and that the plaintiff be required to participate in good faith in marriage counseling in an effort to reconcile COUNT 111 Allnwny Pendente L te, Allmo 15. Defendant's responses to the averments of paragraphs one through fourteen of plaintiff's complaint are incorporated herein by reference as though fully set forth herein. 16. The averments of paragraph sixteen of plaintiff's complaint are denied. On the contrary, plaintiff does have sufficient property to provide for her reasonable means through appropriate employment and, in fact, her income is approximately the same as defendant's. Furthermore, defendant does not believe that plaintiff has grounds for divorce under Section 2201(a)(6) of the divorce code, and hence the right to the requested relief, as plaintiff deserted the defendant and abandoned the marital home. 17. The averments of paragraph seventeen of plaintiff's complaint are denied. On the contrary, plaintiff does not require support from defendant to adequately maintain herself in accordance with the standard of living established during the marriage. On the contrary, her income is approximately the same as defendant's. Furthermore, defendant does not believe that plaintiff has grounds for divorce under Section 2201(a)(6) of the divorce code, and hence the right to the requested relief, as plaintiff deserted the defendant and abandoned the marital home. WHEREFORE, the defendant requests that the plaintiff's demand for alimony pendent elite and alimony be dismissed. COUNT IV counsel Fe". Costs and Etanses 18. Defendant's responses to the averments of paragraphs one through seventeen of plaintiff's complaint are incorporated herein by reference as though fully set forth herein. 19. The averments of paragraph nineteen of plaintiff's complaint are denied. On the contrary, the parties' incomes are approximately equal and the plaintiff has obviously already retained counsel by her own means. Furthermore, if this divorce is accomplished and the parties' marital property is equitably divided, plaintiff will receive a substantial distribution of marital assets from which she will have more than enough resources to pay her reasonable legal fees, costs and expenses. 20. The averments of paragraph twenty of plaintiff's complaint are denied. On the contrary, the parties' incomes are approximately equal and have the same ability to provide for such costs. Furthermore, if this divorce is accomplished and the parties' marital property is equitably divided, plaintiff will receive a substantial distribution of marital assets from which she will have more than enough resources to pay her reasonable legal fees, costs and expenses. WHEREFORE, the defendant requests that the plaintiff's claim for counsel fees, costs and expenses be dismissed. March E-, 2007 1/ HAROLD S. IRWIN, III Attorney for Defendant \,-_ Supreme Court ID No. 29920 VERIFICATION I verify that the facts contained herein are true and correct. I understand that false statements herein made are subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. March 2 2007 DAVID J. WIT , Defendant C) ? O cY ? ? '-' , .?_ y? _ ,_ _r?,?_,, _, _, ?- r .._ = -? , -,-- -, , '=x ;-: ?= t:::?, ?. ? t°ci ?' c... --;- <? ? - = , ?} :% `? c0 :? IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TERM V. CIVIL ACTION - LAW DAVID J. WITMER, DIVORCE Defendant AFFIDAVIT OF SERVICE I, Diane G. Radcliff, Esquire, being duly sworn according to law, depose and say that on March 1, 2007, 1 served a true and correct copy of the Divorce Complaint filed on February 27, 2007 upon the Defendant, David J. Witmer, by Certified Mail, Restricted Delivery, addressed as follows: David J. Witmer 257 Country Club Road Carlisle, PA 17015 The Certified Mail return receipt mailing card, or a copy thereof, for the foregoing is attached hereto as Exhibit "A" and made a part hereof. ??? RADCLIFF, ESQUIRF? nndle Road / Camp Hill, PA 17011 Supreme Court I.D. No. 32112 Attorney for Plaintiff Sworn to and subscribed before me a Notary Public in and for Cumberland County, Pennsylvania this 60- day ofl')22/4 c , 200'7• NOTARY PUBLIC My commission expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal Deborah L. Donley, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Sept 23, 2007 I i Member, Pennsylvania Association Of Notaries A F ¦ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery Is desired. ¦ Print your name and address on the reverse so that we can return the card to you. ¦ Attach this card to the back of the mailpiece, or on the front If space permits. 7 0 iS A. x 0 "gent 0 Addressee B. Received by (Printed Nerve) C. D?of ? Nary D. Is dwhwy address d Rent from Item 1? 0 Yes If YES, enter delivery address be1w. 0 No 3. 1WO Certined Men 0 E?rees man 0 Registered 0 Return Receipt for Merchandise 0 Insured and O C.O.D. pkyw 2. ArWe Number 7005 0390 0003 2641 5766 (i wMf6r tom aerww lseeq Ps Form 3811, Febrtrery 2004 Dome ft Return Rsosipt tossed a¢ ts?o EXHIBIT "A" RETURN RECEIPT CARD ra __..+ z'S 4"1S --- tr,.. i yrry,_ "? 4fj ???.. ?? `? ? ?i..}'? ^-. _ a "? .'-C .. ' A Motion for Appointment of Divorce Master Prepared By: Diane G. Radcliff, Esquire 3448 Trindle Road, Camp Hill, PA 17011 Supreme Court ID # 32112 Phone: 717-737-0100 • Fax: 717-975-0697 • Email: dianeradcliff@comcast.net Attorney for Janice A. Witmer IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TERM V. DAVID J. WITMER, : CIVIL ACTION - LAW : DIVORCE Defendant MOTION FOR APPOINTMENT OF MASTER Janice A. Witmer, Plaintiff, moves the Court to appoint a Master with respect to the following claims: [x] Divorce [x] Distribution of Property [ ] Annulment [ ] Support [x] Alimony [x] Counsel Fees [x] Alimony Pendente Lite [x] Costs and Expenses In support of the Motion the Plaintiff states: I . Discovery is complete with respect to the claims for which the appointment of the Master is requested. 2. The non-moving party has by his attorney, Harold S. Irwin, III, Esquire. 3. The statutory ground for the divorce are: Section 3301 (c) and Section 3301(d) No-Fault. 4. Check the applicable paragraphs: [ ] The action is not contested. [ ] An agreement has been reached with respect to the following claims: [X] The action is contested with respect to the following claims: All Claims 5. The action does not involve complex issues of law or fact. 6. The hearing is expected to take one (1) day. 7. Additional information, if any, relevant to the Date: ?o IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TERM V. CIVIL ACTION - LAW DAVID J. WITMER, : DIVORCE Defendant CERTIFICATE OF SERVICE I hereby certify that I am this day serving the foregoing document upon the person(s) and in the manner indicated below, which service satisfies the requirements of the Pennsylvania Rules of Civil Procedure: Service by First Class Mail Addressed as Follows Harold S. Irwin, III, Esquire 64 South Pitt Street Carlisle, PA 17013 (Counsel for Defendant, David J. Witmer) y egistration No 32112) 448 Trindle Road Camp Hill, PA 17011 Email: dianeradcliff comcast.net Phone: (717) 737-O1 0 Fax: (717) 975-0697 Counsel for laint'ff, Janice A. Witmer Dated: _, ,..t ?? ;µ .: .. r..... +°;?"S .i -fig q..,F ??.1 s-i?F __ r;j IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TERM V. CIVIL ACTION - LAW DAVID J. WITMER, DIVORCE Defendant INCOME AND EXPENSE STATEMENT OF JANICE A. WITMER (if you are self-employed or if you are salaried by a business of which you are owner in whole or in part, you must also fill out the Supplemental Income Statement which appears below.) I verify that the facts set forth in the following Income and Expenses Form, including all attachments thereto, are true and correct to the best of my knowledge, information and belief. 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: Q 0, ce'_ K 2K 4 ? ?' JANI . WITMER - 1 - PART I. INCOME DESCRIPTION YEARLY MONTHLY BIWEEKLY Gross Income 33,232.81 2,769.40 1,278.19 FICA (1,923.46) (160.29) (73.98) Medicare (449.84) (37.49) (17.30) Federal (1,810.35) (150.86) (69.63) State (952.46) (79.37) (36.63) Local (496.37) (41.36) (19.09) SUI (20.26) (1.69) (0.78) LST (54.00) (4.50) (2.08) 401K (1,299.32) (108.28) (49.97) Medical Insurance (2,209.22) (184.10) (84.97) NET INCOME 24,017.53 2,001.46 923.75 DESCRIPTION WEEKLY MONTHLY YEARLY Interest Et Dividends Pensions Et Annuities Social Security Rents Royalties Expense Account Gifts Employer Fringe Benefits/ Commissions or Tips Unemployment Or Workman's Compensation Support or Alimony (not this case) TOTAL OTHER INCOME $0.00 $0.00 $0.00 -2- PART II EXPENSES HOME EXPENSES: Rent $875.00 First Mortgage Home Equity Loan/Line of Credit Maintenance and Repairs Electric $97.00 Gas $101.00 oil Home Telephone/ Internet $73.00 Cell Phone $20.00 Water $44.00 Sewer Trash EMPLOYMENT AND NON-MANDATORY E PLOYMENT DEDUCT IONS Public Transportation Lunches $80.00 Matthew-school TAXES: Real Estate Taxes Municipal (Spring) No Mortgage Escrow Real Estate Taxes School (Fall) No Mortgage Escrow Per Capita Tax Occupation Tax Other Taxes (specify) INSURANCE: Homeowners Insurance No Mortgage Escrow Automobile Insurance $36.33 $216.00/6 months Life Insurance $8.49 $101.90/ yr Medical Insurance $184.10 Private Non-Employment - $2209.22/yr Dental Insurance Private Non-Employment Vision Insurance Private Non-Employment Other Insurance (Specify) Renter's Ins. $8.33 $100.00/yr - 3 - AUTOMOBILE EXPENSES: Payments Fuel $200.00 Maintenance and Repair $41.66 $500/yr License and Registration $3.00 $36/yr MEDICAL EXPENSES NOT REIMBURSED BY INSURANCE: Doctor $58.75 Janice-$525/yr Matthew-$180/yr Optical/Vision $53.83 Janice-$591 /yr Matthew-$55/yr Dental $19.16 Matthew-$230/yr Orthodontic Medicine/ Prescriptions $85.00 Hospital Special Needs/Therapy Etc. EDUCATIONAL EXPENSES: Private or Parochial School College ft Vocational Religious Training or Education Books, Fees Et Supplies $100.00 Matthew - computer/programs/school Other Educational Expenses PERSONAL EXPENSES: Clothing $85.00 Food $400.00 Barber Et Hair Dresser $35.00 Memberships $3.50 AAA $42/yr Other Personal Expenses CREDIT CARDS AND LOANS: Bank of America $500.00 Balance C $500.00 Balance C $ Balance C? $ Balance C? $ -4- - 5 - PART III. PROPERTY OWNED -6- PART V. SUPPLEMENTAL INCOME STATEMENT [ d ] CHECK HERE IF NOT APPLICABLE (a) This form is to be filled out by a person: (1) Who operates a business r practices a profession, or (2) Who is a member of a pa nership or joint venture, or (3) Who is a shareholder in arid is salaried by a closed corporation or similar entity. (b) Attach to this statement a copy o the following documents relating to the partnership, joint venture, business, profession, corporation or similar entity (check block to indicate the document is attached): (1) The most recent Federal Income Tax Return. (] attached (2) The most recent Profit an Loss Statement. [ ] attached (c) Name of Business: Business Address: Business Telephone: (d) Nature of Business (check one) [ ] 1. Sole Proprietorsh [ ] 2. Partnership [ ] 3. Joint Venture [ ] 4. Professional [ ] 5. Corporation [ ] 6. Other (e) Name of accountant, controller or other person in charge of financial records: (f) Business Income: 1. Annual income from busin ess: 2. How often is income rece ived: 3. Gross income per pay per od: 4. Net income per pay perio 5. Specify deductions, if an CERTIFICATE OF SERVICE I, Diane G. Radcliff, Esquire, hereby certify that on (0 6? , I served a copy of the within Income and Expense Statement upon Defendant's attorney, by mailing same by first class mail, postage prepaid, addressed as follows: Dld S. Irwin, III, Esquire 64 South Pitt Street Carlisle, PA 17013 Phone: (717) 737-0100 Fax: (717) 975-0697 Attorney for Plaintiff -8- Camp Hill, PA 17011 Supreme Court ID # 32112 Carlisle Small Animal Veterinary Clinic 25 Shady Ln, 4T<aaf* 101431 M1302955 Check date: 12/31/2008 Carlisle, PA 17013 V C? :¦ C? **Zero And 00/100 Dollars****«***«#*****************************, $ 0.00 fry ¦ C? Carlisle Small Animal Veterinary Clinic 25 Shady Ln, Carlisle, PA 17013 Janice A Witmer 6024 William Dr Mechanicsburg, PA 17050 Department: Hourly Employee ID 126 Fed Status Married Num Exempt 1 Add'tl Fed 0.00 Period beginning: 12/15/2008 Period end: 12/27/2008 Check Date: 12/31/2008 Check number.: 101431 Direct Deposit Total 1,283.20 537176497 1,283.20 Reg Hrs OT Hrs Rate Amount YTD Wags 67.50 7.58 13.0000 1,025.37 29,058.81 Vaca ion 45.25 13.0000 588.25 2,392.00 Holiday 8.00 13.0000 104.00 728.00 Sick 13.0000 104.00 Bonus 950.00 Total Wages 120.75 7.58 1,717.62 33,232.81 Amount YTD Deductions Amount YTD Fed"I WM 151.09 1,810.35 401-k 68.70 1,299.32 FICXSS W/H 106.49 1,923.46 Medical Insurar 2,209.22 FICArMedW/H 24.90 449.84 Direct Deposit 1,283.20 23,391.16 States W/H 52.73 952"46 Sul 1.03 20.26 Lo* 27.48 496.37 LST 2.00 54.00 I Total Withholdings 365.72 5,706.74 Deductions 1,351.90 26,899.70 I Net Check 0.00 626.37 AwkwAlt Copy 2-To Be Filed With Employee's State, Ci or Local Income Tax Return. 41-0852411 OMR No 1545-0008 a Employee's soc. sec. no. 1-Wages, _tips, other comp. . 2 Federal income tax withheld 27489.64 1 182.4 RA 3 Social security wages 4 Social security tax withheld b Employer ID number (EIN) 1779 1.5 5 Medicare wages and tips 6 Medicare tax withheld 2869'i RQ 416.09 c Employers na , add ss, and ZIP code CARLISLE SMALL ANIMAL VETERINARY CLINIC 25 SHADY LN CARLISLE PA 17013 d Control number 2 e Employee's name, addr ss, and ZIP code Suff. JANICE A. WITMER 6024 WILLIAM DR MECHANICSBURG PA 17050 7 Social security tips 8 Allocated tips 9 Advance EIC payment 10 Dependent care benefits 11 Nonqualified plans 12a Code 13 Statutory employee 14 er 1206.2 12b Code Sol 27 83 Retirement plan . l EMST 52.00 12c Code par yslck PRE-TAX 2209.22 12d Code 28695.89 880.95 4 tate I number 16 State we es ti s etc. 17 State etc. 19 Local income tax 20 Locality name 95.8 459.13 WEST SHORE TAX j .........-a DAA F i6 01- I MA a{alemenl zUU1 Dept. of the Treasury -IRS %' Department of the Treasury - Internal Revenue Service 2??7 Form 1 O40A U.S. Individual Income Tax Return IRS Use Only - Do not write or staple in this space Label Your first name and initial Last name OMB No. 1545-0074 (See instructions.) Your sodal security number Janice L Witmer Use the If a joint return, spouse's first name and initial Last name Spouse's social security number IRS label. Otherwise, please print or type Home address (number and street). If you have ai!P.O. box, see instructions. Apartment no. . You must enter . . 6024 William Dr. your SSN(s) above City, town or post office. If you have a foreign ad ress, see instructions. State ZIP code Checking a box below will lHischanicaburg PA 17050 not change your Presidential tax or refund Election Cam ai n 01 Check here if you, or ourspouse if filing jointly, want $3 to o to this fund see instructions .. You Spouse Filing 1 Single 4 Head of household (with qualifying person). (See instructions.) status 2 Married filing jointly (even if only one had income) If the qualifying person is a child but not your dependent, 3 Married filing separately. Enter spouse's SSN above and enter this child's name here "' full name here 5 F] Qualifying widow(er) with dependent child Check only one box. see instructions) Exemptions 6a Yourself. If someone can Claim you as a dependent, do not check box 6a ............ Boxes h k d c ec e on 1 6s and 6b .... b Spouse .......................................... ................................. - If more than six dependents, see instructions. c Dependents: (1) First name Last name (2) Dependent's social security number (3) Dependent's relationship to you (4) ' if qualifying i child tax credit Matthew J Witmer 1 0on d Total number of No. of children on 6c who: • lived with you ...... 1 • did not live with C u due to. oroe or separation (see Instructions) .. Dependents on 6c not entered above . . Add numbers claimed ......................................................... on lines above Income Attach Form(s) W-2 hen:. Also attach Form(s) 1099-R if tax was withheld. If you did not get a W2, see instructions Enclose, but do not attach, any payment. Adjusted gross income 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ............. .......................... .. 7 27,490. 8a Taxable interest. Attach Schedulee 1 if required ............. ......................... ... 8a 1,247. b Tax-exempt interest Do not include on dine 8a ..................... . 8b 9a Ordinary dividends. Attach Schedule 1 if required ........... ......................... ... 9a b Qualified dividends (see instructions) ...................... . 9b 10 Capital gain distributions (see instructions) ................. ......................... ... 10 11 a IRA distributions ............... 11a 11 b Taxable amount ... ... 11b 12a Pensions and annuities ........ 12a 12b Taxable amount ... ... 12b 13 Unemployment compensation and Alaska Permanent Fund dividends .......................................... ......................... ... 13 14a Social security benefits .......................i 14a 14b Taxable amount ... ... 14b 15 Add lines 7 through 14b (far righ t column). This is our total income ................... 01 15 28,737. 16 Educator expenses (see instructi ons) ...................... . 16 17 IRA deduction (see instructions) .......................... . 17 18 Student loan interest deduction ee instructions) ........... . 18 19 Tuition and fees deduction. Attac h Form 8917 .............. . 19 20 Add lines 16 through 19. These a re your total adjustments .. ......................... ... 20 21 Subtract line 20 from line BAA For Disclosure, Privacy Act, and Paperwork income ..................... " 21 Act Notice, see instructions. 28,737. Form 1040A (2007) FDIA1312 11114/07 Form 1040A (2007) -Janice L Witmer Page 2 Tex, 22 Enter the amount from line 21 (adjusted gross income) .................................. 28 , 737 . credits, and 23a Check You were born before January 2, 1943, 8 Blind Total boxes ? 23 k d payments a e . if: Spouse was born b.fore January 2, 1943, Blind chec b If you are married filing separately and your spouse itemizes deductions, b ? Standard 23 see instructions and check her .......................................... Deduction 24 Enter your standard deduction) (see left margin) ........................... ........... 24 7, 850. for - ............... 25 20, If line 24 is more than line 22, enter -0 . ..... 25 Subtract line 24 from line 22 887. People who . . checked any 300 or less, multiply $3,400 by the total number of exemptions claimed 26 If line 22 is $117 box on line 23a or 23b or , on line 6d. If line 22 is over $1 7,300, see the instructions .............................. 26 6, 1 800. who can be 1 25. If line 26 is more than line 25, enter -0-. This is your 27 Subtract line 26 from line claimed as a .' ..................................................... ? 27 14 , taxable income . . 087 . dependent, 28 Tax, including any alternative mi inimum tax see instructions. (see instructions) ......................................................... 28 1 ,551. • All others: Single or 29 Credit for child and dependent care expenses. Married filing Attach Schedule 2 ..... • .. 29 separately, $5,350 30 Credit for the elderly or the dig bled. Attach Schedule 3 ...... 30 31 Education credits. Attach Form,8863 ....................... 31 Married filing ' jointly or 32 Child tax credit (see instruction). Qualifying Attach Form 8901 if required . . ............................. 32 1,000. widow(er), 33 Retirement savings contributions credit. Attach Form 8880 ... 33 121. $10,700 34 Add lines 29 through 33. These are your total credits ................................... 34 1 ,121. Head of If line 34 is more than line 28, enter -0 . .................... 35 from 35 Subtract line 34 430. Household, $7,850 ' 36 Ad payments from Form(s) W-2, box 9 ....................... 36 ncome credit earned Advance 37 Add lines 35 and 36. This is your total tax ........................................... ? 37 430. 38 Federal income tax withheld from Forms W-2 and 1099....... 38 1,624. 39 2007 estimated tax payments and amount applied from If you have 2006 return ............................................... 39 a qualifying child, attach 40a Earned income credit (EIC) .. ............................ 40a 722. Schedule EIC. bNontaxable combat pay election. 40b 41 Additional child tax credit. Attach Form 8812 ................ 41 42 Add lines 38, 39, 40a, and 41. These ar your total payments ..................................... ? 42 2 ,346. d R f 43 If line 42 is more than line 37, ubtract line 37 from line 42. un e This is the amount you overpaid ...................................................... 43 1 ,916. 44a Amount of line 43 you want ref ndedto you. If Form 8888 is attached, check here .. ? 44a 1 ,916. Direct deposit? ? bRouting See instructions and fill in 44b, number .......... 03130106 ? c Type: Checking ? Savings 44c, and 44d or ? dAccount Form 8888. number .......... 537176 97 45 Amount of line 43 you want ap lied to your 2008 estimated tax ............................................ 45 Amount 46 Amount you owe. Subtract line 42 from line 37. For details on how to pay, you owe see instructions . . . . . . . . , .' ...................................................... ? 46 47 Estimated tax penalty see inst uctions) .................... 47 Third party Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... Yes. Complete the following. LXJ No designee Personal Designee's Phone identification name ? no. ? number (PIN) ? Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they i f i on o preparer (other than the taxpayer) are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declarat s ba sed on all here information of which the preparer has any knowledge. Your signature Date Your occupation Daytime phone number Joint return? I See instructions. ' reception at Keep a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation for your records. Preparer's Date Check if Preparer's SSN or PTIN signature self 111" 111" Lu Ann Sie fried employed 175-48-4559 preparer's Firm's name _W_aan_e_r's_ T_a _Service __ __ _______________ use onl only (or yours if self- employed), / 340 E. Lou er St. Suite 1 EIN 23-2262892 d --------- ----1--------------------- dd a ress, an Ph ne ZIP code Carlisle PA 170+13 no. FDIA1312 11/14/07 Form 1040A (2007) SCHEDULE EIC Eamed Income Credit OMB No. 1545.0074 (Form 1040A or 1040) Qualifying Child Information 2007 Department of the Treasury Complete and attach to Form 1040A or 1040 Attachment Internal Revenue Service my if you have a qualifying child. Sequence No. 43 Name(s) shown on return I Your social security number Janice L Witmer Before be %n; See the instructions for For You 9 m 1040A, lines 40a and 40b, or Form 1040, lines 66a and 66b, to make sure that (a) you can take the EIC and (b) you have a qualifying child. • If you take the EIC even though you are of eligible, you may not be allowed to take the credit for up to 10 years. See the instructions for details. CAUTION! • it will take us longer to process your retul n and issue your refund if you do not fill in all lines that apply for each qualifying child. • Be sure the child's name on line 1 and s Otherwise at the time we r cial security number (SSN) on line 2 agree with the child's social security card. t d di l ' , p ocess your r it d i t t ll th S i urn, we may re uce or sa low your EIC. It the name or SSN on the child s social I S i secur y car s no correc , ca e oc ecur ty Administration at 1-800-772-1213. Qualifying Child Information Child 1 Child 2 1 Child's name First name Last name First name Last name If you have more than two qualifying children, you only have to list two to et the maximum credit ............... Matthew J Witmer 2 Child's SSN The child must have an SSN as defined in the Form 1040A or Form 1040 instructions unless the child was born and died in 2007. If your child was born and died in 2007 and did not have an SSN, enter 'Died' on this line and attach a copy of the child's birth certificate ................................. 182-74-6512 3 Child's year of birth Year 1993 Year If born after 1988, skip lines 4a If born after 1988 skip lines 4a and 4b; o to line 5. and 4b; o to line 5. 4 If the child was born before 1989 - a Was lid under age 24 at the end of 2007 and d nt? a stu Yes. No. Yes. No. Go to line 5. Continue. Go to line 5. Continue. bWas the child permanently and totally disabled during any part of 2007? .................... , ...... Yes. No. Yes. F] No. Continue. The child is not a Continue. The child is not a qualifying child. qualifying child. 5 Child's relationship to you (for example, son, daughter, grandchild, niece, nephew, foster child, etc ....................................... Son 6 Number of months child lived with you in the United States during 2007 • If the child lived with you for more than half of 2QO7 but less than 7 months, enter 'T. • If the child was born or died in 2007 and your hgme was the child's home for the entire time he or sh e l was alive during 2007, enter '12' ..................... 12 months months Do not enter more than 12 months. Do not enter more than 12 months. TIP You may also be able to take the additional chitax credit if your child (a) was under age 17 at the end of 2007, and (b) is a U.S. citizen or resident alien. For more details, see toe instructions for line 41 of Form 1040A or line 68 of Form 1040. BAA For Paperwork Reduction Act Notice, see Form 10?OA or 1040 instructions. Schedule EIC (Form 1040A or 1040) 2007 FOIA7401 10116/07 MO Credit for Qualified Retirement Savings Contributions OMB No. 1545.0074 Form ? Attach to Form 1040, Form 1040A, or Form 1040NR. 2007 Department of the Treasury Attachment 55 Internal Revenue Service ? See Instructions. Sequence No. Name(s) shown on return Your social smurky rumba Janice L Witmer CAUTION! You cannot take this credit if either of the following applies. • The amount on Form 1040, line 38, Form 1040A, line 22, or Form 1040NR, line 36 is more than $26,000 ($39,000 if head of household; $52,000 if married filing join I )' • The person(s) who made the qualified c ntribution or elective deferral (a) was born after January 1, 1990, (b) is claimed as a dependent on someone else's 2007 tax r turn, or (c) was a student (see instructions). 1 Traditional and Roth IRA contributions for 2007. Do not include rollover contributions ............................. ........................... 1 2 Elective deferrals to a 401(k) or other qualified empl oyer plan, voluntary employee contributions, and 501 (c)(1 8)(D) plan cont ributions for 2007 (see instructions) ........................................................... 2 1,206. 3 Add lines 1 and 2 ........................................................... 3 1,206. 4 Certain distributions received after 2004 and before he due date (including extensions) of your 2007 tax return (see instructions). If married filing jointly, e instructions for include both spouses' amounts in both columns. Se an exception ............................................................... 4 5 Subtract line 4 from line 3. If zero or less, enter -0................... .......... 5 1,206. 6 In each column, enter the smaller of line 5 or $2,000 .......................... 6 1,206. 7 Add the amounts on line 6. If zero, stop; you cannot take this credit .............. ......... ................. 8 Enter the amount from Form 1040, line 38*; Form 1040A, line 22; or Form 1040NR, line 36. ............................................................ 1 8 1 28,737. 9 Enter the applicable decimal amount shown below: If line 8 is- And our filing status is- Marrie Head of Single, Married filing Over- But not filing join ly household separately, or over- E ter on line 9- Qualifying widow(er) --- $15,500 .5 .5 .5 $15,500 $17,000 .5 .5 .2 $17,000 $23,250 .5 .5 .1 $23,250 $25,500 .5 .2 .1 $25,500 $26,000 .5 .1 .1 $26,000 $31,000 .5 .1 .0 $31,000 $34,000 .2 .1 .0 $34,000 $39,000 .1 .1 .0 $39,000 $52,000 .1 .0 .0 $52,000 .0 .0 .0 Note: If line 9 is zero, sto.#; you cannot take this credit. .......................... 10 Multiply line 7 byline 9 ...................................................... 11 Enter the amount from Form 1040, line 46; Form 1040A, line 28; or Form 1040NR, line 43 .............................. I 11 1,551. 12 1040 filers: Enter the total of your credits from Ii es 47 through 49, and 51. 12 1040A filers: Enter the total of your credits from lines 29 through 31. 104ONR filers: Enter the total of your credits from lines 44 and 46. 13 Subtract line 12 from line 11. If zero, stop; you cannot take this credit .. ................................. . 14 Credit for qualified retirement savings contribution Enter the smaller of line 10 or line 13 here and on Form 1040, line 53; or Form 1040A, line 33; or Form 1040NR, line 48 ...................................... *See Publication 590 for the amount to enter if you are filing Form 2555, 2555-EZ, or 4563 or BAA For Paperwork Reduction Act Notice, see instructi ns. (b) Your spouse 7 1,206. 9 X 0.1000 l 10 121. 13 1,551. 14 121. income from Puerto Rico. Form 8880 (2007) FDIA9501 12124/07 0700113172 1 PA-40 - 2007 Penn ylvania income Tax Return ENTER NE LETTER OR NUMBER IN EACH BOX. o Not Use Your Preprinted Label WITMER JANICE L Occupation RECEPTION I Occupation N Extension. N Amended Return. R Residency Status. PA Resident/Nonresident/Part-Year Resident from to S Single/Married, Filing Jointly/Married, Filing Separately/Final Return/Deceased Date of Death 6024 WILLIAM DR MECHANICSBURG PA 17050 1 a Gross Compensation. Do not include exempt income, such as combat zone pay and qualifying retirement benefits. See the instructions. 1 b Unreimbursed Employee Business Expenses. 1 c Net Compensation. Subtract Line 1 b from Line 1 a. 2 Interest Income. Complete PA Schedule A if require d. 3 Dividend and Capital Gains Distributions Income. Complete PA Schedule 8 if required. 4 Net Income or Loss from the Operation of a Business, Profession, or Farm. 5 Net Gain or Loss from the Sale, Exchange, or Dispo6ition of Property. 6 Net Income or Loss from Rents, Royalties, Patents, or Copyrights. 7 Estate or Trust Income. Complete and submit PA Schedule J. 8 Gambling and Lottery Winnings. Complete and submit PA Schedule T. 9 Total PA Taxable Income. Add only the positive inc me amounts from Lines 1 c, 2, 3, 4, 5, 6, 7, and 8. DO NOT ADD any losses reported on Lines 4, 5, or 6. 10 Other Deductions. Enter the appropriate code for the type of deduction. See the instructions for additional information. 11 Adjusted PA Taxable Income. Subtract Line 10 from Line 9. PAIA0412 11/13107 EC 0700113172 FT N Farmers. N School District Name 1a 28696 1b 0 1C 28696 2 295 3 0 4 0 5 0 6 0 7 0 8 0 9 28991 10 0 11 28991 FC m 0700113172 0701910028 PA SCHEDULE W-2S Wage Statement Summary / OFFICIAL USE ONLY PA-40 W-25 (09-07)(1) 200J Summary of PA Taxable E ployee, Non-employee, and Miscellaneous Compensation Name shown first on the PA-40 (if filing jointly) Social Security Number (shown first) Janice L Witmer Use this schedule to list and calculate y ur total PA taxable compensation and PA tax withheld from all sources. Part A Instructions: List each Federal Form W-2 for you and your spouse, if married, received from your employer(s). In the first column enter T for the taxpayer's Social Security Number that appear first on the PA tax return and enter S for the second or spouse SSN. From the Forms W-2, enter each employer's Federal Employer Identification Number (EIN). Enter the amounts from the Forms W-2 in each column. IMPORTANT: You do not have to submit a copy of your Form W-2 if you earned all your income in Pennsylvania and your employer reported your PA wages correctly and withheld the correct amount of PA income tax. You must submit a copy of your Form W-2 in certain circumstances. See the PA Schedule W-2S instructions or a list of when a copy of a W-2 is required. Part B Instructions: List each source of income receive during the taxable year on a form or statement other than a Federal Form W-2. Enter each payer's name. List the payment type that most clo ely describes the source of your non-employee compensation. Enter the amount of other compensation that you earned. If the form or state ent does not have separately stated amounts, enter the amount shown in both Federal and PA columns. IMPORTANT: You must submit a copy of each form andl statement that you list in Part B, whether or not the payer withheld any PA income tax and regardless of whether or not the income was taxable in PA. CAUTION: The federal and Pennsylvania (state) wages may be different in Part A and Part B. If vnu need mnm cn2re_ vnu maw dhnfnrnnv Chic schedule nr mate vnur nwn schedules in this format. Part A - Federal Forms W-2 T/S Employer EIN from box b Feder I wages from box 1 Medicare wages from box 5 PA compensation from box 16 PA income tax withheld from box 17 T 27490 28696 28696 881 Total Part A-Add the Pennsylvania columns ......... ................................... 28696 881 Part Br Miscellaneous and Non-employee Compensation from Federal Forms 1099R,1099MISC, and other statements YOU MUST SUBMIT COPIES OF EACH FORM OR STATEMENT LISTED IN THIS PART A B Type C Payer name D E Total federal F Adjusted plan G PA compensation H PA tax withheld Tie Dean amount basis I Total Part B - Add the Pennsylvania columns ......... ......................................... . TOTAL - Add the totals from Parts A and B 28696 881 I Enter the TOTALS on vour PA tax return on: Line 1a Line 13 1 Payment type: A Executor fee B Jury duty pay C Director's fee D Expert witness fee E Honorarium F Covenant not to compete G Damages or settlement for lost wages, other than personal injury H Other nonemployee compensation. Describe: Distribution from employer sponsored retirement, pension, or qualified deferred compensation plan J Distribution from IRA (Traditional or Roth) K Distribution from Life Insurance, Annuity or Endowment Contracts L Distribution from Charitable Gift Annuities 1 0701910028 PAIA0601 11/06/07 0701910028 1 PA-40 - 2007 Social Security Number 0700213186 I 203542502 Name(s)IJanice L Witmer 12 PA Tax Liability. Multiply Line 11 by 3.07 percent ( .0307). 13 Total PA Tax Withheld. See the instructions. 14 Credit from your 2006 PA Income Tax return. 15 2007 Estimated Installment Payments. 16 2007 Extension Payment. 17 Nonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only) 18 Total Estimated Payments and Credits. Add Line$114, 15, 16, and 17. Tax Forgiveness Credit. 19a Filing Status: 01 Unmarried or Separated 02 Married 03 Deceased 19 b Dependents, Part B, Line 2, PA Schedule SP 20 Total Eligibility Income from Part C, Line 11, PA Schedule SP. 21 Tax Forgiveness Credit from Part D, Line 16, PA Schedule SP. 22 Resident Credit. Submit your PA Schedule(s) G-R with your PA Schedule(s) G-S, G-L and/or RK-1. 23 Total Other Credits. Submit your PA Schedule OC.' 24 TOTAL PAYMENTS and CREDITS. Add Lines 13, 118, 21, 22, and 23. 25 TAX DUE. If Line 12 is more than Line 24, enter th' difference here. 26 Penalties and Interest. See the instructions. Enter code: If including form REV- 1630, mark the box. N 27 TOTAL PAYMENT. Add Lines 25 and 26. 28 OVERPAYMENT. If Line 24 is more than the total of Line 12 and Line 26, enter the difference here. The total of Lines 29 through 35 must equal Line ??8. 29 Refund - Amount of Line 28 you want as a check ailed to you. Refund 30 Credit - Amount of Line 28 you want as a credit t your 2008 estimated account. 31 Amount of Line 28 you want to donate to the Wild esource Conservation Fund. 32 Amount of Line 28 you want to donate to the Military Family R lief Assistance Program. 33 Amount of Line 28 you want to donate to the Gove nor Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fun . 34 Amount of Line 28 you want to donate to the Juvenile (Type 1) Diabetes Cure Research Fund. 35 Amount of Line 28 you want to donate to the Breast and Cervical Cancer Research Fund. Signature(s). Under penalties of perjury, I (we) declare that I (we) have ex mined this return, including all accompanying schedules and statements, and to the best of my (our) belie , they are true, correct, and complete. Your Signature Spouse's Signatu e, if filing jointly Preparer's Name and Telephone Number Wagner's Tax Service 340 E. Louther St.. Suite 1 Carlisle 1 0700213186 12 890 13 881 14 0 15 0 16 0 17 0 18 0 19a 00 19b 00 20 0 21 0 22 0 23 0 24 881 25 9 26 0 27 9 28 0 29 0 30 0 31 0 32 0 33 0 34 0 35 0 Firm EIN Preparei s SSN/PTIN Date PA 17013 Pape 2 of 2 PAIA0412 11/13107 0700213186 1 Make check payable to: Pennsylvania Department of Revenue Mail to: Pennsylvania Department of Revenu? Payment Enclosed 1 Revenue Place Harrisburg PA, 17129-0001 Note: Write the last four digits of your SSN (and spouse's ssn if filing joint), daytime phone number and tax year on your check. - CUT ALONG DOTTED LINE _ ---------------T ----- -----------------------^ -------------- 0.07, P,AzV PA PAYMENT VOUCHER 1 203-54-2502 WI WITMER JANICE L 6024 WILLIAM DR MECHANICSBURG PA 17050 L DEPARTMENT USE ONLY PAIZ3401 12/05/07 0700918105 PAYMENT AMOUNT Make check or money order payable to the Pennsylvania Department of Revenue 9.00 I FORM 531 - FINAL EARNED INCOME TAX RETURN WEST TAX BUREAU PHONE: 717-761-4900 WEB SITE: WWW.WESTAB.ORG TAX YEAR 2007 ATTACH APPROPRIATE COPIES OF STATE SCHEDULES AND/OR ALL W-2'S & 1099'S 151.h EVEN ;t NO, TAX eS DUE OR IF- ALL TAX HAS BEEN VVi I"HHELD V r'u i ra [: r: t-??:"•? R?C) uv ,.AVV F I L F. 1 S R E T I IFt N' ire 74 BEFORE APRIL 456048 FULL YEAR RESIDENT YES 0 NO 0 M NICIPALITY HAMPDEN TWP A husband and wife may both file on this form, however tax calculations must be reported In separate columns. Joint f iling (combining of Income or expenses) is not permitted. 56917 WITMER JANICE A 6024 WILLIAM DR MECHANICSBURG PA 17050 lrlrllrrrrllrri?rl?rlrlrrr?llrrl?irl?rlrr?lll lll lil I rr?r rrr rrr IF YOU MOVED DURING THE TAX YEAR COMP ETE THE FOLLOWING MOVI •. NG INFORMATION: Moved in 1/1 Address Moved in 111 A ddress Moved Out Moved Out Moved in Moved in Moved Out Moved Out Moved in Moved in Moved Out 12/31 Moved Out 12131 er A SS # T/P A - NAME 4, TIP B - NAME y a Tax y p YOU MUST COMPLETE Taxpayer B SS # 1. Gross Earnings from Employment: 1 R (0 9 (a 2. Other Earned Income 2 3. Allowable Non-Reimbursed Employee Business Expenses Encl6se PA Sch UE 3 4. Taxable Earnings Add Lines 1 & 2 Subtract Line 3 4 5. Net Loss Atrach PA Sch C, F, RK-1 and/or NRK-1 ?,P) * Et PA S:Jr, C.F is not acceptable. 5 6. Subtotal Subtract Line 5 from Line 4 6 7. Net Profits Attach PA Sch C, F. RK-1 and/or NRK-1 NOTE PA:5ch C-F :s nor acceptable 7 8. Total Earned Income Line 6+Line 7 l NOT ROUND past this point a 9. Tax Liability Line 8 multiplied by tax fate (. L (See back Return for tax rates) 9 10. Quarterly Estimated Payments/Credit From Previous Tax Year 10 11. Earned Income Tax Withheld Generally the amount is shown in Box 19 of attached W-2s 11 12. Mise Credit See worksheet on back of form for calculating Philaoelphia/Out of State Credit 12 13. Total of 1.0, 11, & 12 13 14. REFUNDICREDIT Subtract Line 9 from Line 13 N01'E NO Refunds under ai.00 14 15. CREDIT TO NEXT YEARICREDIT TO SPOUSE Next Year ? Spouse ? 15 G 16: TAX DUE If Line 9 is greater than Line 13-Subtract Line 13 from Line 9 16 17, Interest + Penalty (1 % per month after April 15th) 17 18. TOTAL AMOUNT DUE Line 16 + Line 17 NOCE .4rnuun s .-ess than 5t eQ need not Y;e pa 1a 00 WILL BE CHARGED FOR RETURNED CHECKS A FEE Of $20 BUREAU T . . A MAKE CHECKS PAYABLE TO WEST SHORE I declare under penalties of perjury that I have examined this return and to the best of my knowledge and belief, it is a true, accurate and complete return. Si nature-Tax a er A Date Occupation E-Mail Da time Tele hone Si nature-Tax a er B Date Occupation E-Mail Daytime Telephone Pre arer's NamelAddress Please Print Pre arer's Telephone .?, ?? -::? ... ?: , ? ? _ ? ?? _? ?? ...,? _.? ? s ;:_--, .. .: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TERM V. CIVIL ACTION - LAW Dated: /0? DAVID J. WITMER, DIVORCE Defendant I INVENT6RY OF JANICE A. WITMER Plaintiff files the following inventory of all property owned or possessed by either party at the time this action was commenced and all property transferred within the preceding three years. Plaintiff verifies that the statements made in this inventory are true and correct. Plaintiff understands that false statements her?in are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. JANICE A. WITMER, PLAINTIFF C\ ANE G. CL SQUIRE 3 oad Camp Hill, PA 17011 Phone: (717) 737-0100 Fax: (717) 975-0697 Email: dianeradcliffna.comcast.net Supreme Court ID 32112 Dated: -1 )(, 0 9 Plaintiff marks on the list those items applicable to the case at bar and itemizes the assets and debts on the following pag es: (,() 1. Real Property and Rea l Estate Mortgages (,?) 2. Motor Vehicles and V ehicle Liens (,r) 3. Stocks, Bonds, Securities and Options () 4. Certificates of Deposit (,?) 5. Checking Accounts, Cash (,/) 6. Savings Accounts, Money Market and Savings Certificates () 7. Contents of Safe Deposit Boxes O 8. Trusts (d) 9. Life Insurance Policies O 10. Annuities O 11. Gifts O 12. Inheritances O 13. Patents, Copyrights, Inventions, Royalties () 14. Personal Property Outside the Home (,/) 15. Business () 16. Employment Termination Benefits-Severance Pay, Worker's Compensation O 17. Profit Sharing Plans () 18. Pension Plans (indicate employee contribution and date plan vests) (,?) 19. Retirement Plans, Individual Retirement Accounts O 20. Disability Payments () 21. Litigation Claims (matured and unmatured) () 22. MilitaryN.A. Benefits O 23. Education Benefits () 24. Debts Due, including loans, mortgages held (,?) 25. Household Furnishing s and Personalty () 26. Other Assets O 27. Loans, Credit Cards a nd Other Debts -2- INFORMATIONAL NOTES AND CODES 1. denotes that the entry (value) is verified by a document. 2. "V denotes documents/information to be supplied by the designated party. 3. "W denotes an item about which a decision is required. 4. "NM" denotes non-marital property not subject to equitable distribution. 5. The values used in the various Tables herein may, in some cases, be based on estimated values. Those estimated values are subject to adjustment upon appraisal or otherwise. 6. Any adjustment figures used in the various tables herein are for illustration purposes only and are not to be deemed a representation on the part of the Plaintiff as to whether an adjustment should be made or the amount of the adjustment, if any is appropriate. -3- SECTION I. BACKGROUND INFORMATION The following Table #1 sets forth the background information relevant to this case: TABLE #1-A PARTIES Name D avid J. Witmer Janice A. Witmer Maiden Name -- Janice L. Albright Address 257 C Country Club Road lisle, PA 17015 6024 William Drive Mechanicsburg, PA 17050 Work Phone No. (717) 243-2717 E-mail jwitmerl 02&ao1..com Date of Birth 04/27/1953 10/02/1961 Age 55 47 Place of Birth Carlisle, PA Carlisle, PA Health Status Good Good Educational Background Hi School Graduate High School Graduate Names and Relationship of Persons Living with Party None Known Matthew J. Witmer, Son Date Moved to Residence (February 1990 February 2007 Date PA Residency Began Since Birth Since Birth Current Military Service N/A N/A Employer's Name and Address leim Excavation Carlisle Small Animal Veterinary Clinic 25 Shady Lane, Carlisle, PA 17013 Occupation (Job Position) Laborer Receptionist Date Job Commenced 1999 1986 Est. Annual income $25,000+/- $33,232 -4- TABLE #1-B MARRIAGE INFORMATION . ON k i Date of Marriage 2/24/1990 Place of Marriage Carlisle, Cumberland County, PA Date of Separation 2/7/2007 Grounds for Divorce No-Fault Prior Divorce Actions Between Parties None Number of this Marriage for Wife 1 Number of this Marriage for Husband 1 TABLE #1-C CHILDREN OF THIS `MARRIAGE F. !! AGE TX UT 5 r.r .? I Matthew J. Witmer I 15 I 04/05/1993 10th Mother TABLE #1-D SUPPORT FOR THIS MARRIAGE ft"ON Name of Party Paying Support David J. Witmer Beneficiaries of Support Matthew J. Witmer Amount of Support $320.00/Month Allocation N/A Agreement or Order Order Date of Agreement or Order 03/06/2007 Effective Date of Order 02/9/2007 Docket Number of Support Order 00113 S 2007 -5- TABLE #1-E (PRIOR MARRIAGES 4 f I 3? n WT 177j"p 66 N/A N/A N/A N/A TABLE #I-F CHILDREN OF OTHER RELATIONSHIPSIMARRIAGES PA'Y OF kX L ' " H i N/A N/A N/A N/A N/A TABLE #1-G SUPPORTIALIMON-V FOR PRIOR MARRIAGES/RELATIONSHIP ' t Name of Party Paying Support N/A N/A Beneficiaries of Support N/A N/A Allocation N/A N/A Agreement or Order N/A N/A Date of Agreement or Order N/A N/A Docket Number of Support Order N/A N/A Comments: N/A N/A -6- TABLE #1-H PROCEEDINGS INFORMATION: Complaint Filing Date 02/27/2007 Date of Service 03/01/2007 Manner of Service Certified Mail/Restricted Delivery Type of Divorce Requested 3301(c) Economic Claims Raised Equitable Distribution; APL, Alimony, Counsel Fees, Costs and Expenses 1 ANSW' COVNTMCLAIM ANWORt OT Type of Pleading Answer Pleading Filing Date March 2, 2007 Type of Divorce Requested N/A Economic Claims Raised None INCOME, f:xpt 1SE'STATF' Plaintiffs I&E Statement Filing Date Concurrent Defendant's I&E Statement Filing Date None Filed INVENT RTES ?, r» Plaintiffs Inventory Filing Date Concurrent Defendant's Inventory Filing Date None Filed 1 33Q1 C :D"IMENTS ° Plaintiffs 3301(c) Affidavit Date Plaintiffs 3301(c) Affidavit Filing Dater Defendant's 3301(c) Affidavit Date Defendant's 3301(c) Affidavit Filing Da te Plaintiffs 3301(c) Waiver of Notice Da Plaintiffs 3301(c) Waiver Filing Date Defendant's 3301(c) Waiver of Notice D ate Defendant's 3301(c) Waiver Filing Dat -7- TABLE #1-H PROCEEDINGS INFORMATION: 330t . 1 E k Date of Physical Separation 2/7/2007 Physical 2 Year Separation Date 28/7/2009 Plaintiffs 3301(d) Affidavit Date Plaintiffs 3301(d) Affidavit Date Filing ate 3301 (D) Affidavit Service Date Manner of Service of 3301(d) Affidavit Date of Plaintiffs Notice of Intent to Re Divorce Decree and Praecipe to Transm quest Entry of it Record Plaintiffs Notice to Request Entry of Di Praecipe to Transmit Record Service Da orce Decree and e Manner of Service of Plaintiffs Notice 1 of Divorce Decree and 3301(d) Counter 2 Request Entry ffidavit HI RCATION i Has the case been bifurcated? No Date of decree granting bifurcation N/A If bifurcation granted by consent or aft hearing N/A -8- Janice A. Witmer vs David J. Witmer DOM: 2/24/1990 • DOS (Physical): 2/7/2007 Date Prepared: December 29, 2008 SECTION II. MARIT?.L ASSETS AND DEBTS The following Table #2 sets forth the listin? of the marital assets and debts of the parties: TABLE #2 MAW ASSETS AND DEBTS Ln B. Owner Description Date Net Value Net Proposed Proposed No Ref Calculation Distribution Distribution Distribution 5 RE-1 JT 257 Country Club d 270, (X10.00 00, Carlisle PA .41 6 RE-1 H M&T HELOC Lo 11.15.08 (38, 588.82) 7 RE-1 -- Net Value -- 231,411.18 231,411.18 115,705.59 115,705.59 8 Comments: > Property Acquired in 1988 from Hi?sband's family. Originally in H's sole name and transferred to joint names in 1990. > Home Equity Loan is in Husband's sole name and was for pole barn on adjacent property. Husband took advances of $9,108.10 post separation through 11/15/08. He will owe wife 1/2 of that amount from his share of proceeds when the home sells or upon his purchase of wife's interest. See Table 2-B for calculations *Property in clean and green, and taxc s may be due and owing if home is sold )O-See Barrett Appraisal 1 *Wife recommends sale of home and division of proceeds. Any adjustment amounts indicated at the end of this table to be paid from party's shat of proceeds. -- 9 RE-2 it 10 acres unimprov 112, 000.00 112,000.00 56,000.00 56,000.00 land adjoining 257 Country Club Rd., Carlisle, PA 10 Comments: > Property acquired 1999 with H's in eritance but put into joint names r s may be due and owing if property sold *Property in clean and green, and ta *See Barrett Appraisal >Wife recommends sale of home and division of proceeds. Any adjustment amounts indicated at the end of this table to be paid from party's shar of proceeds. 12 V-1 Jt 1998 Ford Explorer 2.16.06 3,990.00 1.990.00 3,990.00 13 Comments: YKBB Tlv Goad -9- Janice A. Witmer vs David J. Witmer DOM: 2/24/1990 • DOS (Physical): 2/7/2007 Date Prepared: December 29, 2008 TABLE #2 AL ASSETS DEBTS Ln B. Owner Description Date Net Value Net Proposed Proposed No Ref Calculation Distribution Value Distribution Distribution To Husband To W fe 14 V-2 it 2001 Ford Escort 10.3.07 2,360.00 2,360.00 2,360.00 15 Comments: *KBB TiV Good tb v-3 Jt 1994 Ford F-1 50 Truck 1(1.3.(17 3,405.00 3,405.00 3.405.00 17 Comments:>KBB TIV Good 19 EW-1 Jt/H US Savings Bonds - 2.07 8,755.70 8,755.70 8,755.70 Husband's Possession Estimated 20 Comments: *These bonds were in possession of Husband since separation. Since he has not provided the date of issue, the values have been estimated using other bonds. *See Table 2-A-1 for listing and estimated valuation 19 INV-2 Sold US Savings Bonds sold 2.07-8.07 2,817.20 by Wife 20 Comments: > These are bonds cashed by Wife Post Separation; *See Table 2-A-2 for listing and valuation 21 EW-3 17W US Savings Bonds - ! 2.07 25,238.28 25,238.28 25,238.28 Wife's Possession 22 Comments: *See Table 2-A-3 for listing and valuation 23 INV-4 H & US Savings Bonds he ld 9.07 21, 404.70 N/A N/A N/A son jointly with son 24 Comments: *These are son's bonds held by Wife and are to be given to him or used for education. *See Table 2-A-4 for listing and valuation 25 INV-5 JT American Electric & 8.8.07 53, 669.03 53,669.03 26,834.52 26,834.52 Power 26 Comments: *Since values may vary,lpreliminarily equal division is suggested. 27 NV-6 JT Deere & Comp 8.1.07 6,188.66 6,188.66 3,094.33 3,094.33 28 Comments: *Since values may vary, preliminarily equal division is suggested. 29 INN-7 JT ExxonNlobile 9.10.07 2,988.72 1988.72 1.494.36 1,494.36 30 Comments: *Since values may va reliminaril 'equal division is suggested. -10- Janice A. Witmer vs David J. Witmer DOM: 2/24/1990 • DOS (Physical): 2/7/2007 Date Prepared: December 29, 2008 TABLE #Z Ln No B. Ref Owner Description Date Net Value Calculation Net Distribution Proposed Proposed Distribution Distribution 31 INV-8 JT Home Depot 9.13.07 1,423.88 1,423.88 711.94 711.94 32 Comments: *Since values may vary, preliminarily equal division is suggested. 33 INS'-9 J"I Idearc 9.12.07 70.48 70.48 35.24 35.24 34 Comments: >Since values may vary, preliminarily equal division is suggested. - 35 INV- 10 JT JP Morgan Chase i 6.6.07 3,656.49 1 3,656.49 1,828.25 F" 36 Comments. )N-Since values may vary, preliminarily equal division is suggested. 37 INV- 11 JT Kodak 7.16.07 3,65649 3,656.49 1,828.25 1,828.25 38 _ Comments: )Since values may vary,preliminarily equal division is suggested. 39 INV- 12 JT Mellon Invest SVC 8.7.07 22, 013.76 22,013.76 11,006.88 11,006.88 40 Comments. *Since values may vary, ipreliminarily equal division is suggested. 41 INV- JT 13 Verizon 8.1.07 2,392.22 2,392.22 1,196.11 1,196.11 42 Comments: *Since values may vary, lpreliminari ly equal division is suggested. 43 INV- 14 JT Wisconsin Energy 9.1.07 37, 797.02 37,797.02 18,898.51 18,898.51 44 46 Comments: *Since values may vary, preliminarily equal division is suggested. A-1 W Commerce # 6497 2.7.07 1,344.24 1,344.24 1,344.24 47 Comments: 48 A-2 JT M&T Checking #1325 2.9.07 69.63 69.63 69.63 49 Comments:.. 50 A-3 H NI I T Select 4 2.13.07 27,59 27.59 27.59 51 Comments: E 52 A4 H Commerce Checking #6658 2.8.07 1,259.29 1,259.29 1,259.29 53 Comments: -11- Janice A. Witmer vs David J. Witmer DOM: 2/24/1990 • DOS (Physical): 2/7/2007 Date Prepared: December 29, 2008 TABLE #2 MAJUTAL ASSETS AM DEBTS Ln No 55 B. Owner Description Date Net Value Net Proposed Proposed Ref Calculation Distribution Distribution Distribution V1, Husband T ip Ins-i W State Farm Life Policy 7.25.07 1,070.20 1,070.20 1,070.20 #6027 56 Comments: *See statement 57 Ins-2 H State Farm Life Policy # 4.26.07 2,321.70 2,321.70 2,32 1.70 Comments: *See Statement 59 Ins-3 H I Nationwide #3637 6.16.07 1,213.20 1,213.20 1,213.20 60 Comments: )P-See Statement 61 Ins4 H Life Actuarial Life Policy 2.7.07 2,243.23 2,243.23 2,243.23 62 64 Comments: >See Statement B-1 H Witmer Creek Farm 127,300.00 127,300.00 127,300.00 Equipt. 65 67 Comments: ),-See Shetron 8.30.08 Appraisal Ret-1 W CSAVC 401K 12.31.06 53,508,22 53,508.22 53,508.22 68 Comments: *See Statement 69 Ret-2 w Vanguard IRA #2919 12-31.06 39,771.58 39,771.8 39,771.58 70 Comments: *See' Statement 71 Ret-3 H Vanguard IRA 12.31.06 76 48x5.04 76,486.04 76,486.04 72'"' 74 Comntents: )P-See Statement HG-1 H Household Goods 0.00 0.00 75 Comments: Y parties to determine of property to be distributed as is, valued or distributed in kind 76 HG-2 W Household Goods j 0.00 0.00 77 [--79 Comments: > Parties to determine of property to be distributed as is, valued or distributed in kind ty ?.u d r Total of Assets 827,631.83 464,075.35 363,556.49 -12- Janice A. Witmer vs David J. Witmer DOM: 2/24/1990 • DOS (Physical): 2/7/2007 Date Prepared: December 29, 2008 TABLE #2 Ln B. Owner Description Date Net Value Net Proposed Proposed No Ref Calculation Distribution Distribution Distribution 81 Net Total • Assets Minus Liabilities F rom Above 827,631.83 82 Amount Due Parties in 50/50 Division 413,815.92 413,815.92 83 Less Total Assigned to Parties From A bove (464,075.35) (363.556.49) 84 50/50 Division Adjustment Amount (50,259.43) 50,259.43 85 '/z of Fair Rental Value for period 2.1.07-12-3 1.00 See Table 2-C 7 5(, 21.08) 7.521.08 86 Payment Due Wife for 50150 + % FR (57,780.51) 57,780.51 87 Payment due Wife for''/z of Post Separ tion HELOC Charges (See Table 2-13) (9,108.10) 9.108.10 88 Pavment Due Wife for 50/50 + Y2 FR + % of Post Separation HELOC (66,888.61) 66,888.61 -13- NOTES ON US SAVINGS BONDS The US Savings Bonds referenced above 2-A-3 and 2-A-4: ar? identified, listed and valued in the following Tables2-A-1; 2-A-2; t No Serial Number Denomina tion Compared to Estimated Issue Date 2/2007 Value 1 C337633390EE 100 C345893720EE 5.1992 112.24 2 C337633391EE 100 C345893720EE 5.1992 112.24 3 C345867961EE 100 C345893720EE 6.1992 112.24 4 C345867962EE 100 C345893720EE 6.1992 112.24 5 C345893711EE 100 C345893720EE 6.1992 112.24 6 C345893712EE 100 C345893720EE 6.1992 112.24 7 C345893713EE 100 C345893720EE 6.1992 112.24 8 C345893714EE 100 C345893720EE 6.1992 112.24 9 C345893715EE 100 C345893720EE 6.1992 112.24 10 C345893716EE 100 C345893720EE 6.1992 112.24 11 C345893717EE 100 C345893720EE 6.1992 112.24 12 C345893718EE 100 C345893720EE 6.1992 112.24 13 C345893719EE 100 C345893720EE 6.1992 112.24 14 C345909836EE 100 C345893720EE 6.1992 112.24 15 C345909837EE 100 C345893720EE 6.1992 112.24 16 C345981359EE 100 C345893720EE 6.1992 112.24 17 C361771376EE 100 C345893720EE & C387027306EE 6.1992- 12.1992 110.04 18 C361771377EE 100 C345893720EE & C387027306EE 6.1992- 12.1992 110.04 19 C361771378EE 100 C345893720EE & C387027306EE 6.1992- 12.1992 110.04 20 C361964608EE 100 C345893720EE & C387027306EE 6.1992- 12.1992 110.04 21 C362186006EE 100 C345893720EE & C387027306EE 6.1992- 12.1992 110.04 -14- { f MY F R us s*5? r ? No Serial Number Denomin tion Compared to Estimated Issue Date 2/2007 Value 22 C363186007EE 100 C345893720EE & C387027306EE 6.1992- 12.1992 110.04 23 C387027304EE 100 C387027306EE 12.1992 110.04 24 C387027305EE 100 C387027306EE 12.1992 110.04 25 C447952986EE 100 C447259175EE 12.1993 87.16 26 C631184331EE 1001 C447259175EE 12.1997 72.68 27 C631315051EE 100 C447259175EE 12.1997 72.68 28 C632645322EE 100! C447259175EE 12.1997 72.68 29 C634152714EE 100 C447259175EE 12.1997 72.68 30 C634348987EE 100 C447259175EE 12.1997 72.68 31 C645981358EE 100 C447259175EE 4.1998 71.68 32 C759428113EE 100 C447259175EE 4.2000 65.08 33 K97349075EE 75 No Comparison -- 50 34 K97349076EE 75 No Comparison -- 50 35 K97349077EE 75 No Comparison -- 50 36 K97357273EE 75 No Comparison -- 50 37 L319272733EE 50 L5253539381EE 4.1993 42.76 38 L481038111EE 50 L5253539381EE 1.1994 43.58 39 L481080495EE 50 L5253539381EE 1.1994 43.58 40 L481095196EE 50 L5253539381EE 1.1994 43.58 41 L481242501EE 50 L5253539381EE 1.1994 43.58 42 L481272502EE 50 L5253539381EE 1.1994 43.58 43 L481272503EE 50 L5253539381EE 1.1994 43.58 44 L481272504EE 50 L5253539381EE 1.1994 43.58 45 L481272505EE 50 L5253539381EE 1.1994 43.58 46 L481272506EE 50 L5253539381EE 1.1994 43.58 47 L481272507EE 50 L5253539381EE 1.1994 43.58 48 L481272508EE 50 L5253539381EE 1.1994 43.58 49 L526698482EE 50 L5253539381EE 5.1994 42.66 50 L542501802EE 50 L5253539381EE 8.1994 42.66 -15- ii4 ?i _ fl.-I T t No Serial Number Denomina tion Compared to Estimated Issue Date 2/2007 Value 51 L546509826EE 50 L5253539381EE 9.1994 41.86 52 L548705803EE 50 L5253539381EE 9.1994 41.86 53 M71095503EE 1000 M71095506EE 5.1998 710.00 54 M71095504EE 1000 M71095506EE 5.1998 710.00 55 M71095507EE 1000 M71095506EE 5.1998 710.00 56 R148151460EE 200 R148028276EE 1.1998 144.88 57 R148151461EE 200 R148028276EE 1.1998 144.88 58 R148307043EE 200 R148028276EE 1.1998 144.88 59 R148307044EE 200 R148028276EE 1.1998 144.88 60 R148307045EE 200 R148028276EE 1.1998 144.88 61 R148346949EE 200 R148028276EE 1.1998 144.88 62 R148346950EE 200 R148028276EE 1.1998 144.88 63 R149058008EE 200 R148028276EE 1.1998 144.88 64 R149058009EE 200 R148028276EE 1.1998 144.88 65 R149058010EE 200 R148028276EE 1.1998 144.88 66 R149386141EE 200 R148028276EE 1.1998 144.88 67 R149386142EE 200 R148028276EE 1.1998 144.88 68 R161010036EE 200 R148028276EE 1.2001 124.64 69 R167532462EE 200 R167638902EE 4.2001 123.36 70 R167645591EE 200 R167638902EE 4.2001 123.36 71 R169784062EE 200 R167638902EE 7.2001 121.28 72 R169784063EE 200 R167638902EE 7.2001 121.28 73 R171419029EE 200 R167638902EE 1.2002 118.56 74 Totals 10,900 00 -- -- 8,755.70 -16- TABLE 2-A-2 US SAVINGS BONDS CASHED BY JANICE WffMCR No Serial Number Denomination Issue Date Cash In Value 1 D29873349EE 500 7.1992 572.40 2 D29877761EE 500 7.1992 561.20 3 D29877762EE 500 7.1992 561.20 4 D29877764EE 500 7.1992 561.20 5 D29877763EE 500 7.1992 561.20 6 Totals 2,500.00 -- 2,817.20 - {rr,4( i. t - ? i g? f ? { .f9 ?: t . f Y Yfil 4 Y t ? ? -3 :. 5 rY 5Y. NO 1 C345893720EE 100.00 6.1992 112.24 2 C345893721EE 100.00 6.1992 112.24 3 C345893722EE 100.00 6.1992 112.24 4 C345909838EE 100.00 5.1992 112.24 5 C345909839EE 100.00 5.1992 112.24 6 C387027306EE 100.00 12.1992 110.04 7 C409110152EE 100.00 5.1993 89.16 8 C409110153EE 100.00 5.1993 89.16 9 C409110154EE 100.00 5.1993 89.16 10 C409110155EE 100.00 5.1993 89.16 11 D29872541EE 500.00 7.1992 561.20 12 D29877759EE 500.00 7.1992 561.20 13 D29877760EE 500.00 7.1992 561.20 14 D29877765EE 500.00 7.1992 561.20 15 D29877766EE 500.00 7.1992 561.20 16 D29877767EE 500.00 7.1992 561.20 17 D29877768EE 500.00 7.1992 561.20 18 D30925006EE 500.00 12.1992 550.20 19 D30925007EE 500.00 12.1992 550.20 -17- • i' 20 D40309186EE 500.00 12.1993 435.80 21 D40315566EE 500.00 1.1994 427.60 22 D41245544EE 500.00 3.1994 427.60 23 D41347612EE 500.00 5.1994 426.60 24 D41347613EE 500.00 5.1994 426.60 25 D42566395EE 500.00 9.1994 418.60 26 D45128781EE 500.00 5.1995 393.00 27 D45170996EE 500.00 5.1995 393.00 28 D45233437EE 500.00 6.1995 393.00 29 D45249723EE 500.00 6.1995 393.00 30 D45839168EE 500.00 7.1995 393.00 31 D46203340EE 500.00 8.1995 393.00 32 D47356082EE 500.00 5.1996 374.20 33 D52108144EE 500.00 1.1998 362.20 34 D52108145EE 500.00 1.1998 362.20 35 D52457842EE 500.00 3.1998 359.60 36 D52878923EE 500.00 6.1998 353.80 37 D53722257EE 500.00 2.1999 342.20 38 D54652993EE 500.00 6.1999 337.40 39 D55346437EE 500.00 1.2000 328.80 40 D63722906EE 500.00 2.2006 256.00 41 M45641865EE Cashed 10.25.08 1,000.00 1.1992 1,122.40 42 M45903130EE 1,000.00 11.1992 1,100.40 43 M67492679EE 1,000.00 8.1996 748.40 44 M67492680EE 1,000.00 8.1996 748.40 45 M71095505EE 1,000.00 5.1998 710.00 46 M71095506EE 1,000.00 5.1998 710.00 47 R107579955EE 200.00 1.1994 174.32 48 R107579956EE 200.00 1.1994 174.32 -18- Y BOSS ? -i. f ??^?I Y?? . hN f 1. ` ,t?l- k 7? yy,, i itr ? A,14! ( f SybF K{ I41 71 49 R107579957EE 200.00 1.1994 174.32 50 R111109379EE 200.00 5.1994 170.64 51 R111109380EE 200.00 5.1994 170.64 52 R111109381EE 200.00 5.1994 170.64 53 R112591313EE 200.00 6.1994 170.64 54 R112640807EE 200.00 7.1994 170.64 55 R112724852EE 200.00 7.1994 170.64 56 R121421805EE 200.00 3.1995 163.52 57 R129982440EE 200.00 12.1995 153.12 58 R130258535EE 200.00 1.1996 153.12 59 R134074318EE 200.00 5.1996 149.68 60 R135240182EE 200.00 7.1996 149.68 61 R148028276EE 200.00 1.1998 144.88 62 V5392521EE 5,000.00 4.1998 3,584.00 63 Totals 0,000.00 -- 25,238.28 TABLE 2-A-4 US SAVINGS BONDS HELD BY HUSBAND AND MATTHEW FOR MATTHEW'S EDUCATION FEBRUARY 2007 VALUE NO Serial Number Denomination Issue Date 212007 Value 1 X5574810EE 1 ),000.00 8.2000 6,396.00 2 V5695693EE ,000.00 8.2000 3,198.00 3 V5970118EE ,000.00 7.2002 2,876.00 4 M80827378EE 00.00 12.2004 534.80 5 M75995539EE ,000.00 11.2002 568.40 6 D57367173EE 500.00 4.2001 308.40 7 D58332777EE 500.00 3.2002 291.40 8 D53500706EE 500.00 11.1998 346.00 9 D53500705EE 500.00 11.1998 346.00 10 D50869564EE 500.00 12.1997 363.40 -19- TABLE 2-A-4 US SAVINGS BONDS HELD BY HUSBAND AND MATTHEW FOR MATTHEW'S EDUCATION FEBRUARY 2007 VALUE NO Serial Number Denomination Issue Date 2)2407 Value 11 D61837219EE 500.00 1.2005 266.60 12 D49571209EE 500.00 12.1997 363.40 13 D61478506EE 500.00 7.2004 270.66 14 D61916399EE 500.00 2.2005 265.60 15 D61870830EE 500.00 1.2005 266.60 16 D60704598EE 500.00 12.2003 274.80 17 D60811981EE 500.00 2.2004 273.00 18 D60905453EE 500.00 4.2004 271.20 19 D59575810EE 500.00 2.2003 281.20 20 D60069091EE 500.00 3.2003 280.20 21 D60032087EE 500.00 2.2003 281.20 22 D44319479EE 500.00 12.1994 416.60 23 D42626300EE 500.00 10.1994 418.60 24 D45392285EE 500.00 10.1995 385.60 25 D48198874EE 500.00 10.1996 367.00 26 D46311998EE 500.00 10.1995 417.00 27 D41234035EE 500.00 3.1994 385.60 28 R167638902EE 200.00 4.2001 123.36 29 R99651894EE 200.00 6.1993 178.32 30 C447259176EE 100.00 12.1993 87.16 31 C447259177EE 100.00 12.1993 87.16 32 C464692836EE 100.00 4.1994 85.52 33 C447259175EE 100.00 12.1993 87.16 34 L5253539381EE 50.00 4.1994 42.76 35 Totals ,850.00 -- 21,404.70 -20- Husband took advances of $9,108.10 post separation on the home equity line of credit (HELOC) loan through 11/15/08. Since that amount increases the balance owed on the HELOC loan and will thus reduce the equity value of the property, Husband will owe Wife %Z of that amount from his share of proceeds when the home sells, or when he buys out wife's interest in the home. The following Table 2-Bsets forth the analysis of the home equity loan post-separation charges and pa ents: ANALYSIS OF HUSBAND'S HOME ) TABLE 2-B EQUITY LOAN PAYMENTS AND CHARGES 2.15-07-11.15.08 Statement Date Payment Finance Charges Additional Advances Balance' 2.15.07 3 5,23 8.02 3.15.07 (1,300.00 218.73 34,156.75 4.14.07 (500.00) 229.36 33,886.11 5.15.07 (1,250.00 233.06 32,869.17 6.15.07 (500.00) 230.60 2,500.00 35,099.77 7.14.07 (500.69) 227.40 34,826.48 8.15.07 (400.00) 249.74 34,676.22 9.16.07 (400.00) 248.34 34,524.56 10.15.07 (500.00) 223.82 34,248.38 11.14.07 (400.00) 215.90 34,064.28 12.16.07 (220.00) 254.41 6,060.00 40,158.69 1.15.08 (500.00) 244.99 39,903.68 2.13.08 (500.00) 227.31 39,630.99 3.16.08 (500.00) 206.08 39,337.07 4.14.08 (400.00) 185.68 39,122.75 5.15.08 (250.00) 174.96 548.10 39,595.81 6.15.08 (200.00) 175.25 39,571.06 7.15.08 (400.00) 161.05 39,332.11 8.17.08 (400.00) 176.13 39,108.24 9.14.08 (300.00) 148.63 38,956.87 10.15.08 (400.00) 163.66 38,720.53 11.16.08 (300.00) 168.29 38,588.82 12.08 38,588.82 1.09 38,588.82 2.09 38,588.82 -21- ANALYSIS OF HUSBAND'S HOME TABLE 2-B QUITY LOAN PAYMENTS AND CHARGES 2.15-07-11.15.08 Statement Date Payment' Finance Charges Additional Advances Balance 3.09 38,588.82 4.09 38,588.82 5.09 38,588.82 6.09 38,588.82 7.09 38,588.82 8.09 38,588.82 9.09 38,588.82 10.09 38,588.82 11.09 38,588.82 12.09 38,588.82 Totals (10,120.69 4,363.39 9,108.10 38,588.82 -22- FAIR RENTAL VALUE NOTES: Husband owes wife for %2 of the fair rental value of the two jointly marital home real estate which he has solely possessed since separation. As per Barrett 7.08 Appraisal, the Fair Rental Value for this property is $1,250 per month. The following Table 2-C sets forth the Fair Rental Value Calculations for the period 2.1.07-12.31.08 as set forth in Line 89 of Table #2: FAIR RENTAL VALU TABLE 2-C E CALCULATIONS FOR MARITAL HOME Description Monthly Rental Charge Amount Monthly Rental Credit Amount Cumulative Balance 2/2007 (2/7-2/28) 22/28th 982.14 982.14 3/2007 Monthly Rent Charge 1,250.00 2,232.14 3.07 Home Equity Loan Payment (1,300.00) 932.14 4/2007 Monthly Rent Charge 1,250.00 2,182.14 4.07 Home Equity Loan Payment (500.00) 1,682.14 5/2007 Monthly Rent Charge 1,250.00 2,932.14 5.07 Home Equity Loan Payment (1,250.00) 1,682.14 6/2007 Monthly Rent Charge 1,250.00 2,932.14 6.07 Home Equity Loan Payment (500.00) 2,432.14 7/2007 Monthly Rent Charge 1,250.00 3,682.14 7.07 Home Equity Loan Payment (500.69) 3,181.45 8/2007 Monthly Rent Charge 1,250.00 4,431.45 8.07 Home Equity Loan Payment (400.00) 4,031.45 9/2007 Monthly Rent Charge 1,250.00 5,281.45 9.07 Home Equity Loan Payment (400.00) 4,881.45 10/2007 Monthly Rent Charge 1,250.00 6,131.45 10.07 Home Equity Loan Payment (500.00) 5,631.45 11/2007 Monthly Rent Charge 1,250.00 6,881.45 11.07 Home Equity Loan Payment (400.00) 6,481.45 12/2007 Monthly Rent Charge 1,250.00 7,731.45 12.07 Home Equity Loan Payment (220.00) 7,511.45 1/2008 Monthly Rent Charge 1,250.00 8,761.45 1.08 Home Equity Loan Payment (500.00) 8,261.45 2/2008 Monthly Rent Charge 1,250.00 9,511.45 2.08 Home Equity Loan Payment (500.00) 9,011.45 -23- FAIR RENTAL VALU TABLE 2-C E CALCULATIONS FOR MARITAL HOME Description Monthly Rental Charge Amount Monthly Rental Credit Amount Cumulative Balance 3/2008 Monthly Rent Charge 1,250.00 10,261.45 3.08 Home Equity Loan Payment (500.00) 9,761.45 4/2008 Monthly Rent Charge 1,250.00 11,011.45 4.08 Home Equity Loan Payment (400.00) 10,611.45 5/2008 Monthly Rent Charge 1,250.00 11,861.45 5.08 Home Equity Loan Payment (250.00) 11,611.45 6/2008 Monthly Rent Charge 1,250.00 12,861.45 6.08 Home Equity Loan Payment (200.00) 12,661.45 7/2008 Monthly Rent Charge 1,250.00 13,911.45 7.08 Home Equity Loan Payment (400.00) 13,511.45 8/2008 Monthly Rent Charge 1,250.00 14,761.45 8.08 Home Equity Loan Payment (400.00) 14,361.45 9/2008 Monthly Rent Charge 1,250.00 15,611.45 9.08 Home Equity Loan Payment (300.00) 15,311.45 10/2008 Monthly Rent Charge 1,250.00 16,561.45 10.08 Home Equity Loan Payment (400.00) 16,161.45 11/2008 Monthly Rent Charge 1,250.00 17,411.45 11.08 Home Equity Loan Payment (300.00) 17,111.45 12/2008 Monthly Rent Charge 1,250.00 18,361.45 12.08 Home Equity Loan Payment 18,361.45 State Farm Insurance 7.26.07-7.26.08 (533.00) 17,828.45 2007 County/Township Taxes (545.49) 17,282.96 2007-2008 School Taxes (1,562.75) 15,720.21 2008 County/Township Taxes (677.82) 15,042.39 2008-2009 School Taxes 15,042.39 Totals 28,482.14 (13,439.75) 15,042.39 V2 of Net Fair Rental Value 7,521.20 -24- SECTION III. The following Tables 3-A and 3-11 will be c mpleted once it is determined that present division of household goods is in dispute. Wife accepts the present division with the exception of the following items in husband's possession which she wants awarded to her: 1. Wife's little wooden box (she bedroom on Husband's dresser; for graduation) with spare keys and collector coins in Master 2. 3. 4. 5. 6. Cardboard box full of Matthew's Matthew's favorite toys in plastic Papers in antique cedar chest; Gas grill; and grade school papers and drawings in spare bedroom; in basement (batman figures; batman cars; batman building etc...); Wife's mother's antique wall mirror in spare bedroom beside bed. TABLE #3-A HOUSEHOLD GOODS AND ONTENTS AND OTHER PERSONAL PROPERTY IN H USBAND'S POSSESSION NO. DESCRIPTION O WNER POSSESSOR VALUE VALUE BASIS FOR EXCLUSION DATE IF NON- MARITAL TABLE #3-B HOUSEHOLD GOODS AND ONTENTS AND OTHER PERSONAL PROPERTY ? I WIFE'S POSSESSION NO. DESCRIPTION O NER POSSESSOR VALUE VALUE BASIS FOR EXCLUSION DATE IF NON- MARITAL -25- SECTION IV. The following Table #4 sets forth the non-tnarital assets and debts of the parties: 3,4 Plaintiff does not know of any non-mari*l property. Therefore, Table #4 has not been completed. TABLE #4 NON-MARITAL PROPERTY AND DEBTS' Ln No B. Ref Owner Description V lue to Gross Value Non-Marital Value Marital Value Basis for Exclusion If Claimed to Be Dion- Mgrital Method of Valuation & Supporting Documents 3Note: Exclusions from marital acquired after separation, or property a party not a spouse. For gifts and inherit 4The value of each item has roperty include property acquired before marriage, property wired during marriage by way of gift or inheritance from third rice also specify the source person. estimated by Plaintiff unless otherwise noted. -26- SECTION V. The following Table #5 is Plaintiffs listing Of all property which was transferred within 3 years of the date of the commencement of this action or was transferred since the date of separation: TABLE #5 PR PERTY TRANSFERRED NO. DESCRIPTION OF PROPERTY TRANSFER CONSIDERATION TRANSFEROR TRANSFEREE DATE None Known except Savings Bonds listed in Tables #2 and #2-B above -- Comments -27- i CERTIFICATE OF SERVICE i I, Diane G. Radcliff, Esquire, Inventory, by mailing same by first class certify that on January 6, 2009, I served a copy of the within postage prepaid, addressed as follows: Ad S. Irwin, III, Esquire 64 South Pitt Street Phone: (717) 737-0100 Fax: (717) 975-0697 Attorney for Plaintiff -28- Camp Hill, PA 17011 Supreme Court ID # 32112 ?y ? ?? r t"i w t i t`f pµl "µ ., JAN 0 9 2009 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TERM V. CIVIL ACTION - LAW DAVID J. WITMER, DIVORCE Defendant ORDER APPOINTING MASTER AND NOW, /.7~ , 2009, E. Robert Elicker, II, Esquire is appointed Master with respect to the following cla ms: [x] Divorce [ ] Annulment [x] Alimony [x] Alimony Pendente Lite [x] Distribution of Property [ ] Support [x] Counsel Fees [x] Costs and Expenses BY THE COURT: MOVING PARTY Name: Janice A. Witmer Attorney Name: ?Diane G. Radcliff, Esquire Attorney Address: Attorney Telephone #: Attorney E-Mail: Party's Address and Telephone # if not represented by counsel: 3448 Trindle Road Camp Hill, PA 17011 717-737-0100 dianeradcliff@comcast.net N/A Co cmss m? 6L If A410? J. NON-MOVING PARTY Name: David J. Witmer Attorney Name: -1 arold S. Irwin, III, Esquire Attorney Address: Attorney Telephone # Attorney E-Mail: Party's Address and Telephone # if not represented by counsel: 64 South Pitt Street Carlisle, PA 17013 717-243-6090 Irwinlaw e.earthlink.net N/A t.h'??? ?? ,; ?1r 1 ? 'F? ?? ??? ?_ r Prepared By: Diane G. Radcliff, Esquire 3448 Trindle Road, Camp Hill, PA 17011 Supreme Court ID # 32112 Phone: 717-737-0100 • Fax: 717-975-0697 • Email: dianeradcliff @comcast.net Attorney for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PEI JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TER V. CIVIL ACTION - LAW DAVID J. WITMER, DIVORCE Defendant AND NOW, this J day of , 2009, come th Witmer, and the Defendant, David J. Witmer, and stipulate and agree as 1. The parties agree that their marriage is irretrievably broken and that divorce. Concurrently with the signing of this Stipulation the parties s their respective Affidavits of Consent, Waivers of Notice of Intention Divorce Decree. 2. 3. 4. VANIA Plaintiff, Janice A. they consent to the execute and file to Request Entry of This divorce action shall be bifurcated so that a divorce decree unde Section 3301(c) of the Divorce Code can be entered with reservation of jurisdiction over all claims raised by either party prior to the entry of said decree. Upon entry of the Order bifurcating this divorce action, Plaintiff, all documents necessary to secure the entry of the bifurcated div The parties authorize the court to enter an Order incorporating Stipulation. I prepare and file decree. terms of this 2 IN WITNESS WHEREOF, the parties have hereunto set their hands year below written. PLAINTIFF'S ATTORNEY: NE G. CLIFF ESQUIRE Date: niA 7 1 - te, DEFENDANT'S ATTORNEY: 09 HAROLD S. IRWI I ES IRE Date: 41 S-/o f PLAINTIFF: JANIC ITMER Date: V-/(, - a seals the day and - 3 - K Prepared By: Diane G. Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 Supreme Court ID # 32112 Phone: 717-737-0100 Fax: 717-975-0697 Email: dianeradcliff @comcast.net Attorney for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff V. DAVID J. WITMER, Defendant Certification I, Diane G. Radcliff, Esquire, Attorney for Plaintiff, Janice A. that: 1. There has been no Judge assigned to this case . 2. The parties have agreed to the entry of the Order as attached hereto. NO. 07-1060 CIV L TERM CIVIL ACTION - W DIVORCE lly subm DIANE G. ESQUIRE 3448 Trin Road Camp Hill, PA 1 (717) 737-0100 I.D. No. 32112 Attorney for Plaintiff, Janice , hereby certify by the Stipulation A. Witmer OF lliE P 0 I K)4oTARY 2009 APR 17 Pte) 2.54 {{kk r ORIGINAL Lr APR 2 C ;;'06 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff : NO. 07-1060 CIVIL TERM V. DAVID J. WITMER, Defendant : CIVIL ACTION - LAW : DIVORCE ORDER FOR BIFURCATION OF DIVORCE PROCEEDINGS AND NOW, this __L_ day of 4*2.'l , 2009, upon consideration of the within Petition, and following a hearing held in this matter, IT IS HEREBY ORDERED AND DECREED THAT: 1. The above-captioned divorce action is hereby bifurcated so that a divorce decree can be entered with reservation of jurisdiction over all claims raised by either party prior to the entry of said decree. 2. The court retains jurisdiction of any claims raised by the parties to this action for which a final Order has not yet been entered. The retention of jurisdiction shall survive the entry of the decree in divorce. 3. Any existing spousal support Order shall hereafter be deemed an Order for alimony pendente lite if any economic claims remain pending. 4. Upon presentation of the proper documents and papers as required by the Pennsylvania Rules of Civil Procedure, this Court will enter a Divorce Decree under Section 3301(c) of the Divorce Code with reservation of jurisdiction over any economic issues heretofore raised by either party. BY THE COURT: J. Distribution to: ,4TTORNEY FOR PLAINTIFF: Diane G. Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 rn?c AJTORNEY FOR DEFENDANT: E jarold S. Irwin, III, Esquire 64 South Pitt Street Carlisle, PA 17013 - 1 - JANIOIRO id ? 1 :c Wd 1 Z Hdv 6002 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff . NO. 07-1060 CIVIL TERM V. : CIVIL ACTION - LAW DAVID J. WITMER, DIVORCE Defendant AFFIDAVIT OF CONSENT 1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on February 27, 2007. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing and service of the Complaint. 3. 1 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 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Dated: /71W JAN E . WITMER A LED-C.) Fi -I Cal OFTHE L, 2009 APR 22 PH 2: 0'4 cum? .i "[I i I ? ?4r l ??i IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff V. DAVID J. WITMER, Defendant : NO. 07-1060 CIVIL TERM CIVIL ACTION - LAW DIVORCE 1. 1 consent to the entry of a final decree in divorce without notice. 2. 1 understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. 1 understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary. I verify that the statements made in this Waiver 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. Dated: ??01 A 1 -Z JANI . WITMER O 1 tL1 V f"I 4VE F THE 2009 APR 22 PH 2: 04 4iUty ° f ,s14` JANICE A. WITMER, : IN THE COURT OF COMMON PLEAS OF Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA V. : CIVIL ACTION - LAW : NO. 2007 - 1060 CIVIL TERM DAVID J. WITMER, Defendant : IN DIVORCE AFFDAVIT OF CONSENT A complaint in divorce under Section 3301(c) of the Divorce Code was filed in this matter February 27, 2007. Service of the complaint was made upon defendant on or about March 1, 2007(see affidavit of service previously filed). 2. The marriage of plaintiff and defendant is irretrievably broken and ninety days have elapsed from the date of the service of the amended complaint. 3. 1 consent to the entry of a final decree in divorce after service of notice of intention to request entry of the divorce. April 3 , 2898 ZD `! Gf? DAVID J. WIT ER WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER SECTION 5301(C) OF THE DIVORCE CODE consent to the entry of a final decree of divorce without notice. 2. 1 understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. 1 understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Apri130 -2886+ 2.00 q t 1 - A a' DAVID J. WITMER' FI --('i FICE OF THE DTARY 2009 MAY 19 AM 11: 4 UE :a ; sly IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff V. DAVID J. WITMER, Defendant : NO. 07-1060 CIVIL TERM : CIVIL ACTION - LAW : DIVORCE PRAECIPE OF TRANSMIT RECORD TO THE PROTHONOTARY: Transmit the record, together with the following information, to the court for entry of a divorce decree: 1. GROUND FOR DIVORCE: Irretrievable breakdown under Section 3301(c) of the Divorce Code. 2. DATE OF FILING AND MANNER OF SERVICE OF THE COMPLAINT: a. Date of Filing of Complaint: 2/27/2007 b. Manner of Service of Complaint: Certified Mail/Restricted Delivery C. Date of Service of Complaint: 03/01/2007 3. DATE OF EXECUTION OF THE AFFIDAVIT OF CONSENT REQUIRED BY SECTION 3301 (C) OF THE DIVORCE CODE: a. Plaintiff: 04/17/2009 b. Defendant: 04/30/2009 4. RELATED CLAIMS PENDING: Equitable Distribution, Alimony Pendente Lite, Alimony, Counsel Fees, Costs and Expenses. Bifurcation Order entered on April 21, 2009. 5. DATE WAIVER OF NOTICE IN SECTION 3301(C) DIVORCE WAS FILED WITH THE PROTHONOTARY: a. Plaintiff's Waiver: 04/22/2009 b. Defendant's Waiver: 05/19/2009 ? CLIFF, ESQUIRE oad Camp Hill, PA 17011 Supreme Court ID # 32112 Phone: (717) 737-0100 " ^T T Apy 2 09 HAY 210 Ph 1: S 1 j` PE JANICE A. WITMER V. DAVID J. WITMER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 07-1060 CIVIL TERM DIVORCE DECREE AND NOW, e27," Z 7 , z vo 1 , it is ordered and decreed that JANICE A. WITMER DAVID J. WITMER bonds of matrimony. , plaintiff, and , defendant, are divorced from the Any existing spousal support order shall hereafter be deemed an order for alimony pendente lite if any economic claims remain pending. The court retains jurisdiction of any claims raised by the parties to this action for which a final order has not yet been entered. Those claims are as follows: (If no claims remain indicate "None.") Equitable Distribution, Alimony Pendente Lite, Alimony, Counsel Fees. Costs and Expenses By the Court, Atte : J. Prothonotary s ? a3 _3N-09 `?lO? L )e,d,4,r-w ' A ~ ~ JUN 2 5 2010 ORIGINAL ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA JANICE A. WITMER, Plaintiff NO. 07-1060 CIVIL TERM ~. CIVIL ACTION -LAW ~ ~ ~e ~. a DAVID J. WITMER, DIVORCE ~ ` ' ~ ~~~ ~, - Dependant Yr n.~ ~ ~ ~:`~ - ~-, DOMESTIC RELATIONS ORDER s -.. ;_= ~~ =~~ ~~ Vanguard IRA Account No. ~:XXXh:XX2922 ~ ~ r•`-' ~~-~` ~ ~' G AND NOW, this Z~ day of ~e_, 2010, upon consideration of the following Consent of the parties, the following is HEREBY ORDERED AND DECREED: A. IDENTIFYING INFORMATION 1. RECOGNITION OF RIGHT. This order creates and recognizes the existence of an Alternate Payee's right to receive an interest in the Participant's IRA account herein specified, which is intended to be qualified under Internal Revenue Code of 1986 ("Code"). The Court intends this Order to be a Domestic Relations Order ("DRO") within the meaning of Code. The Cou•-t enters this DRO pursuant to its authority under 23 PA.C.S.A. 3502. 2. APPLICABLE ACCOUNT. This DRO applies to David J. Witmer's Vanguard IRA Account No. XXXXXXX2922. (For purposes of this DRO the above referenced IRA Account is hereafter referred to as the "IRA Account"). Any changes in IRA Account Administrator/Account Trustee, Account Sponsor, or name of the IRA Account shall not affect Alternate Payee's rights as stipulated under this Order. 3. IDENTIFICATION OF THE PLAN ADMINISTRATOR/ACCOUNT TRUSTEE. The name and address of the Plan Administrator/Account Trustee is: The Vanguard Group P.O. Box 1110 Valley Forge, PA 19482-1110 4. IDENTIFICATION OF ACCOUNT OWNERS/PARTICIPANT. David J. Witmer, is the owner of the IRA Account and is designated as the Participant for purposes of this DRO 1 ~ , and IRS Code requirements. (For purposes of this DRO, David J. Witmer is hereafter referred to as the "Participant"). 5. IDENTIFICATION OF ALTERNATE PAYEE. Janice A. Witmer, is the former spouse of the Participant and is designated as the Alternate Payee for purposes of this DRO and IRS Code requirements. (For purposes of this DRO Janice A. Witmer is hereafter referred to as the "Alternate Payee") 6. INFORMATION PERTAINING TO PARTICIPANT. The following is information pertaining to the Participant: a. The Participant name is David J. Witmer. b. The Participant's mailing address is 257 Country Club Road, Carlisle, PA 17015 c. The Participant's social security number is XXX-XX-XXXX. d. The Participant's date of birth is XXXX~O~:KXX 6. INFORMATION PERTAINING TO ALTERNATE PAYEE. The following is information pertaining to the Alternate Payee: a. The Alternate Payee's Name is Janice A. Witmer. b. The Alternate Payee's address is 6024 William Drive, Mechanicsburg, PA 17050. c. The Alternate Payee's social security number is XXX-XX-XXXX. d. The Alternate Payee's date of birth is XXXXXXXXXX. 7. NOTIFICATION OF ADDRESS CHANGE. The Alternate Payee shall have the duty to notify the Plan Administrator/Account Trustee of any changes in this mailing address subsequent to the entry of this Order. 8. DATE OF MARRIAGE AND DIVORCE. The parties were married on February 24,1990 and divorced on May 27, 2009. B. DIVISION OF PARTICIPANT'S BENEFITS 9. ASSIGNMENT OF BENEFITS. This Order awards and assigns to Alternate Payee One Hundred Percent (100%) of the Participant's interest in the IRA Account, together with all earnings thereon arising after the date of this Order, as her equitable distribution share of the Participant's interest in the IRA Account. 10. COMMENCEMENT AND FORM OF BENEFITS. The following shall apply to the commencement and form of benefits: a. All amounts allocated to the Alternate Payee pursuant to this Order shall be segregated, assigned, transferred and rolled over to and into Alternate Payee's Vanguard IRA, Account No. XXXXXXX2919 for the exclusive use of the Alternate 2 Payee, and. such account is to be the sole and separate property of the Alternate Payee. b. The transfer of benefits from the IRA Account to the Alternate Payee as aforesaid is intended and designed to effectuate a tax free roll over of retirement benefits between spouses or former spouses pursuant to an order for equitable distribution of marital property as permitted by the rules and regulations of the Internal Revenue Code. 11. RIGHTS AFFORDED TO ACTIVE PARTICIPANTS. On and after the date that this order is deemed to be a DRO, but before the Alternate Payee receives her distribution under the IRA Account, the Alternate Payee shall be entitled to all of the rights and election privileges that are afforded to active participants. 12. CERTIFICATION. All payments made pursuant to this order shall be conditioned on the certification by the Alternate Payee and the Participant to the IRA Account Administrator/Account Trustee of such information as the IRA Account Administrator/Account Trustee may reasonably require from such parties, including the information the IRA Account Administrator/Account Trustee requires to make the necessary calculation of the benefit amounts contained herein. 13. CONTINUATION OF DRO QUALIFICATION. It is the intention of the parties that this Order continue to qualify as a DRO under the Code, as it may be amended from time to time, and that the IRA Account Administrator/Account Trustee shall reserve the right to reconfirm the qualified status of the Order at the time benefits become payable hereunder. 14. INADVERTENT PAYMENTS. In the event that the IRA Account Administrator/Account Trustee inadvertently pays to the Participant any benefits that are assigned to the Alternate Payee pursuant to the terms of this Order, the Participant shall immediately reimburse the Alternate Payee to the extent that he has received such benefit payments and shall forthwith pay such amount so received directly to the Alternate Payee within ten (10) days of receipt. 15. NON-CIRCUMVENTION. The Participant shall not take any action, affirmative or otherwise, that can circumvent the terms and provisions of this DRO, or that could diminish or extinguish the rights and entitlements of the Alternate Payee as set forth herein. Should the Participant take any action or inaction to the detriment of the Alternate Payee, he shall be required to make sufficient payments directly to the Alternate Payee to the extent necessary to neutralize the effects of her actions and inactions and to the extent of the Alternate Payee's full entitlements hereunder. C. MISCELLANEOUS PROVISIONS 16. LIMITATION AS TO FORM OF BENEFITS. This DRO does not require the IRA Account Administrator/Account Trustee to provide any type or form of benefit the IRA Account does not otherwise provide. 19. BENEFITS PAYABLE TO ANOTHER ALTERNATE PAYEE: This DRO does not require the IRA Account Administrator/Account Trustee to pay any benefits which another Order previously determined to be a Domestic Relations Order requires the IRA Account to be paid to another alternate payee. 20. NOTIFICATION BY IRA ACCOUNT ADMINISTRATOR: The IRA Account Administrator/Account Trustee promptly shall notify the Participant and the Alternate Payee of the receipt of this DRO and shall notify the Participant and the Alternate Payee of the IRA Account Administrator/Account Trustee's procedures for determining the qualified status of this DRO. The IRA Account Administrator/Account Trustee shall determine the qualified status of the DRO and shall notify the Participant and the Alternate Payee of the determination within a reasonable period of time after receipt of this DRO. 21. RETENTION OF JURISDICTION. The Court shall retain jurisdiction with respect to this Order to the extent required to maintain its qualified status and the original intent of the parties as stipulated herein. 22. PROPERTY DISTRIBUTION: This is a property distribution order made in and under the Divorce and Equitable Distribution statutes of the Commonwealth of Pennsylvania, and in accordance with the provisions of such statute, the portion being distributed to the Alternate Payee has been determined to be her property. 23. INCORPORATION: This DRO shall be, and is hereby, incorporated into the Divorce Decree entered in this case on May 27, 2009. BY THE COURT: Distribution to: /torney for Plaintiff: Bane G. Radcliff, Esquire, 3448 Trindle Road, Camp Hill, PA 17011 ./ Attorney for Defendant: Harold S. Irwin, Esquire, 64 South Pitt Street, Carlisle, PA 17013 eo es rn~. c ~, ~ ~g~~~ ~~ 4