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HomeMy WebLinkAbout97-03626 . - , . . . % . . . . ;; ! ; . . . . . t Il 0 III . .I . .I . I . . , <i I i I ID z , Ill.., .. I 8 ( , . ":I ~ . , la. '" 0 ,: . I ID ; g I la. . c i ~ z j . . and the parties hereto are desirous of settling fully and finally their respective financial and property rights and obligations as between each other, including, without limitation by spccification: thc settling of all matters betwcen thcm relating to the ownership of rea! and pcrsonal property; the settling of allmattcrs bctwecn them rclating to the past, present, or future support and/or maintenance of Wife by Husband or of Husband by Wife; and in general, the scttling of any and all claims and possible claims by one against the othcr or against their respcctive estatc, particularly those rcsponsibilities and rights growing out of the marriage relationship; and WHEREAS, both Husband and Wife have been fully, separately and indepcndently advised of their legal rights and obligations, and each covenants that he and she has cach made a full and complete disclosure to the other of his or hcr respective property, holdings and income; and The provisions of this Agreement and their legal effect have been fully explained to the parties by their respective counscl. The Wife has cmp!oyed and had the benefit of counsel of CONSTANCE P. BRUNT, ESQUIRE, as her attorney, The Husband has cmploycd and had the benefit of counscl of JAMES A. MILLER, ESQUIRE, as his attorncy, Each party acknowledges that he or she has received independent legal advice from counsel of his or hcr selection and that each fillly understands the facts and has been fully infornlcd as to his or her legal rights and obligations, Each party acknowledges and acccpts that this Agreement is, under the circumstances. fair and equitable, and that it is bcing entercd into freely and voluntarily after having received such advice and with such knowledge, amI that execution of this Agrecment is not the result of any duress or undue intluence and that it is not the result of any collusion or improper or illegal agrcement or , agreements. In addition, each party hereto acknowledges that he or she has been fully advised by his or her respcetive attorney of the impact of the Pennsylvania Divorce Code, whereby the Court has the right and duty to dctennir.e all marital rights of the parties, including divorce, alimony, alimony pcndente lite, equitable distribution of all marital property owned or possessed jointly or individually by either party, counsel fees and costs oflitigation, and, fully knowing the same and being fully advised of his or her rights thereunder, each party hereto still desires to execute this Agreement, acknowledging that the terms and conditions sct forth herein arc fair, just and equitable to each of the parties, and waives his and her respective right to have the Court of Common Pleas of Cumberland County or any other court of competent jurisdiction make any determination or order affecting the respective parties' rights to a divorce, alimony, alimony pendente lite, equitable distribution of all marital property, counsel fees and costs oflitigation. NOW, THEREFORE, in consideration of the premises and of the promises, covenants and undertakings hereinafter set forth, and for other good and valuable consideration, the receipt of which is hereby acknowledged by each of the parties hereto, Husband and Wife, each intending to be legally bound hereby, covenant and agree as follows: I. SEI'AI~A TION. It shall be lawti.1 for Husband and Wife at all times hereafter to live separate and apart ii'Dln each other and to reside, from time to time, at such place or places as they shall respecti\'c\y deem tit, free from any control, restraint or interference, direct or indirect, by each other. Neither party shall molest the other or compel or endeal'or to Cllmpc\ the other to cohabit or dwell with him or her by any legal or other proceedings, The tlJregoing pnJl'ision shall not be taken to be an admission on 3 the part of either party of the lawfulness or unlawfulness of the causes leading to their living apart. 2. SUnSEOUENT DIVORCE. The parties hereby acknowledge that Husband has filed a Complaint in Divorce in the Court Of Common Pleas of Cumberland County, docketed to No, 97-3(126, claiming that the marriagc is irretrievably brokcn. The parties hercby express their agreement that they have been living "separate and apart" in excess of two years and their further agreement that the marriage is irretrievably broken. Each party expresses his or hcr intent to execute any and all affidavits or other documcnts nccessary for the parties to obtain a no-fault divorce as soon as practicable hereafter. The partics hereby waive all rights to request Court-ordered counseling under the Divorce Code. Neither party to such action shall seck alimony, alimony pendente lite, or support or maintenance of any nature contrary to the provisions of this Agreement. It is further specifically understood and agreed by the parties that the provisions of this Agreement relating to cquitable distribution of property of the parties arc accepted by each party as a final settlement for all purposes whatsoever, as contemplated by the I'ennsylvania Divorce Code. Should a decree, judgment or order of separation or divorce be obtained by either of the parties in this or any other statc, country or jurisdiction, each of the parties hereby consents and agrees that this Agreement and all of its covenants shall not be affected in any way by any such separation or divorcc; and that nothing in any such dccree, judgmcnt, ordcr or tilrthcr modification or revision thereof shall aIter, amcnd or vary any tennofthis Agreement, whether or not l'ither or both of the parties shall rl'marry, it being understood by amI betll l'l'n thl' partil's hl'rl'tothat this Agrl'l'ml'nt shall survil'e and shall .t , . not be merged into any (lccree, judgmcnt, or order of divorce or separation. Notwithstanding the provisions of the I'ennsylvania Divorce Code or of any law to the contrary, none of the terms and provisions of this Agreement shall be subject to modification by the Court or in any !:lshion other than as set forth hereinafter. It is specifically agreed, however, that this Agreement shall be subject to enforcement under the provisions of the Pcnnsylvania Divorce Code or, at the option at the aggrieved party, by a suit against the alleged breaching party either in law or in equity, 3. EFFECTIVE DATE. The effective date of this Agreement shall be the "datc of execution" or "exccution date", de tined as the date upon which it is executed by the parties if they have each executed the Agreement on the same date. Otherwise, the "date of execution" or "execution date" of this Agreement shall be defined as the datc of execution by the party last executing this Agreement. 4. DEBTS AND OBLIGATIONS. Husband represents and warrants to Wife that since the separation he has not, and in the future he will not, contract or incur any debt or liability for which Wife or her estate might be responsible, and he shall indemnify and save Wife hannless from any and all claims or dcmands made against her by reason of such debts or obligations incurred by him since the date of said separation, except as otherwise set forth herein, Wife represents and warrants to Husband that, since the separation, she has not, and in the future she will not, contract or incur any debt or liability for which Husband or his estate might be responsible, and she shall indemnify and save Husband hamlless from any and all claims or dl'mands madl' against him by reason of such debts or obligations incurred by her since the date of said sl'paration, exl'l'pt as othl'rwise set 5 forth herein. 5. BANKRUI'TCY I'ROCEEDlNGS. The parties acknowledge that thcy have filed ajoint voluntary petition under Chapter 13 of the United States Bankruptcy Code, dockcted to No. 98-376, in the United States Bankruptcy Court for the Middle District of Pennsylvania. On January 26, 1998, the said Bankruptcy Court entered an Order confirming the Plan filed by the parties therein and requiring certain paymcnts to the bankruptcy Trustee in order to complete the bankruptcy plan and to obtain a full and complcte discharge of the parties from any further liability for the debts listed in the Plan. Husband shall be solely responsible for making all of the remaining payments due to thc bankruptcy Trustee in order to complete the Plan and to obtain the said full and completc discharge of any further liability by Wife for the debts listed in the Plan. In the event that Husband fails to make any monthly I'lan payment as scheduled or othcrwise fails to comply with the Plan as ordered by the Bankruptcy Court or the Trustce, Husband shall pay alimony to Wife in the amount of Seven Hundred Seventy-five Dollars ($775.00) per month, in addition to any other alimony payments provided for herein, which payments shall commence immediately upon Husband's failure to make any Plan payment as scheduled or upon other defauIt or t:lilure to comply with the bankruptcy Plan or any Order in connection therewith, and will continuc until such time as the bankruptcy I'lan has been complcted and paid in tilll and tinal discharge grantl'd. Such alimony payments shall be non-modifiable and shall not be subject to tennination except in the event ofthc death of either party. Such additional alimony payments shall be made through the Cumberland County Domestic Relations Sl'clion. 6. 1\I1ITlIAI. REI.EASES. Husband and Witi: do hereby mutually remise, (, release, quit-e1aim or tlJreVer discharge the other and the estate of such other, for all time to come, and for all purposes whatsoever, from any and all rights, title and interest, or claims in or against the cslate of such other, of whatever nature and wherever situate, which he or she now has or at any time hereafter may have against such other, the estate of such other or any part thereoC whether arising out of any former acts, contracts, engagements or liabilities of such other or by way of dower or curtesy; or claims in thc nature of dower or curtesy, or widow's or widower's rights, family exemption or similar allowance or under the intestate laws; or the right to take against the spouse's will; or thc right to treat a lifetime conveyance by the other as testamentary; or all other rights of a surviving spouse to participate in a deceased spouse's estate, whether arising under the laws ofPcnnsylvania, any state. commonweaIth or territory of the United States, or any other country; or any rights which either party may now have or at any time hereafter have for past, present or future support or maintenance, alimony, alimony pendcnte lite, counsel fees, costs or expenses, whether arising as a result of the marital relation or otherwise, except, and only cxcept, all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any provision hereof. Notwithstanding the foregoing, the parties expressly reserve any claims for past or present support or maintenance, alimony, alimony pendente lite, counsel fees, costs or expenses, as have previously accrued or hereafter accrue pursuant to an Order of COUl1 previously or hereatier entered. It is the intention of Husband and Wifc to give to eaeh other by the execution of this Agreement a fitll, complete and general rclease with respeet to any and all property of any kind or nature, real, personal or mixed, which the other now owns or may hereatier .lequire, except, and only except, all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or tlJr the breaeh of any prmision hereof. 7 . '. .' . 7. J)JVISION OF 1I011SEIIOLD AND I'ERSONAL I'ROI'ERTY. The parties hercto have divided he tween themselves, to their mutual satisfaction, all items of tangiblc and intangible marital property. Neither party shall make any claim to any such items of marital property, or of the separate personal property of either party, which arc now in the possession and/or under the control of the other. Should it become neccssary, the parties caeh agrce to sign, upon request, any titles or documents necessary to givc effcct to this paragraph. I'roperty shall be deemed to be in the possession or undcr the control of either party if. in the case of tangible personal property, the itcm is physically in the possession or control of the party at the time of the signing of this Agreement, and in the case of intangible personal property, ifany physical or written evidence of ownership, such as passbook, chcckbook, policy or certificatc of insurance or other similar writing is in the possession or control of the party. Anything to the contrary contained herein notwithstanding, Husband and Wife shall be deemed to be in the possession and control of any pension or other employee benefit plans or other employee bcnefits of any nature to which either party may hal'e a I'csted or contingent right or interest, apart from the provisions of the Dil'orce Code, at the time of the signing of this Agreement. 8. VEHICLES. Each party shall rctain possession and ownership of any I'ehicle which is presently in his or her possession as his or her separate property, free and clear of any claim, right, title or intercst in the said \'ehicle by the other party. 9. DlSTlUBl1TION OF CASII ASSETS, STOCKS AND BONDS. Each party shall retain as his or her separatc pwpCl1y, frce and clear of any claim, right, title or ~ . . " . interest by the other party any cash, bank accounts, mutual fund accounts, brokerage accounts, stocks, bonds or other cash assets or depository accounts of uny nature now titled in his or her respective name. 10. CAI'ITAL IlLUE CROSS I'ENSION. The parties acknowledgc that Wifc is a participant in the Capital Blue Cross Retirement I'lan as a result ofhcr employment with Capital Blue Cross. Wifi: shall retain the entire interest in the said pension plan as her sole and separate property, and Husband hercby waives and relinquishes any right, title, interest or claim he may have with rcgard to the said retirement plan. Husband agrees to immediately upon request execute any waivers or other documents as required by Wife's Plan Administrator to effectuate the provisions of this Paragraph. II. I'RUDENTIAL LIFE INSURANCE I'OLlCY NUMBER 97 648 323. The parties acknowledge that Husband is the owner and insured on a Prudential Variable Appreciable Life Insurance Policy No. 97 Cl48 323, having a policy face death benefit amount of One Hundred Thousand Dollars (S I 00,000.(0). Husband agrees to maintain said policy in full force and effi:ct for such period of time as he is responsible for the payment of any alimony to Wife as setll)rth herein. Husband's ownership of the said insurance policy shall be subject to the following conditions: A. lie shall maintain the insurance in full forcc and effect, paying all premiums due thereon in a timely !:lshion, and shall not borrow against, assign, pledge or otherwise encumber the insurance to the extcnt ofWife's said interest therein, nor surrender it to obtain its 'J , '. .' . cash value to the extent of Wife's said interest therein; B. lie shall immediately designate Wife as the irrevocable beneficiary to One lIundred Thousand Dollar (SI()O,OOO.OO) of the face death benefit amount on the policy, such beneficiary designation to continue in effect tor such time as Ilusband is obligated for the payment of any alimony to Wifc as set forth herein; C. Within thirty (30) days after the exeeution of this Agreement, Husband shall deliver to Wire's attorney satisfactory proof that thc aforesaid irrevocable beneficiary designation has been properly endorsed on such policy and that the insurance company has received notice of the restrictions placed upon Husband's ownership of the said policy by the tenns of this Agreement. Husband shall provide proof to Wife on at least a semi-annual basis of the payment of all scheduled premiums as due. 12. ALlI\IONY. Ilusband shall pay to Wife alimony in the amount of Nine Hundred Dollars (S<)OO.OO) per month, payable through the Domestic Relations Section of Cumberland County, commcneing at the date of execution of this Agreement. Said alimony shall be non-modifiable and shall continue indefinitely, except that it shall be subject to tennination in the event of the death of either party or in the event that Wifc remarries or cohabits with an unrelated male. 13. EFFECT OF SlIBSEOIJENT BANKRlIl'TCY. The parties agree that III . ,. . " . none of Husband's obligations under the terms or this Agreement arc intended to be a debt which is affected by a discharge in bankruptcy. They further specitically intend that Husband's obligations under the tenns of this Agreement shall be non-dischargeable and not subject to discharge in bankruptcy because thcy acknowledge that, based upon the respectivc incomes, assets and needs or the parties and their households, such arc necessary for Wifc to mcet her financial obligations and to support and maintain her standard of living. Husband cxpressly agrees not to file a bankmptcy action, other than the joint bankruptcy action heretofore filed by the parties as set forth in Paragraph 5 above, prior to the completion of his obligations pursuant to this Agreement. These obligations shall not be discharged in a bankruptcy action filed by or against Husband. If Husband files for bankruptcy contrary to the temlS of this Agreement, this Agrcement shall constitute conclusive evidence of the parties' intent that the obligations of this paragraph arc in the nature of maintenance and support, and arc not dischargeable under current bankruptcy law or under any amendment thereto. Further, if Husband institutes any action in bankruptcy or any other bankmptcy proceeding is instituted in which Wife's right to payments or property hereunder becomes a malleI' for judicial review, Husband agrees to consent to any motion tiled by Wife with the bankruptcy courts, wherein she may request that [he bankruptcy courts abstain from deciding the dischargeability of any and all obligations to her hereunder in order to allow the appropriate Court of Common Pleas to rule upon this issue. Further, in the event that either party becomes a debtor in any bankruptcy or financial reorganization procecdings of any kind while any obligations remain to be perfomled by that party Il)r the bcnetitof the other party pursuant to the provisions of this Agreement, the dcbtor- spousc hcrehy wailcs, releases and rclinquishes any right to claim any exemption (whethcr granted undcr statc or ti:derallaw) to any property remaining in II . " " . the debtor as a defense to any claim made pursuant hereto by the creditor-spouse, and thc debtor-spouse hereby assigns, transti:rs and conveys to the creditor-spouse an intercst in all of the debtor's exempt property sufticientto meet all obligations to the creditor-spouse as set forth hercin, including all attorney's fi:es and costs. 14. SUI'I'ORT I'ROCEEDlNGS. The parties acknowledge that Husband has been paying spousnl support to Wife through the Cumberland County Domcstic Relations Section, docketed to No. 984 S 19'>7, I' ACSES Case No. 8041 OQDOS. The said spousal support shall temlinate, effective as of the date of execution of this Agreement. Husband shall, within ten (10) days of the date of execution of this Agreement, makc a lump-sum pnyment to pay in tilll all outstanding support arrears as detemlined by the Domestic Relations Section of Cumberland County. 15. COUNSEL FEES. Upon the execution of this Agreement, Husband shall make a lump-sum payment to Wife's counsel in the amount of One Thousand Dollars ($ 1 ,000.(0) as partial payment of Wife's counsel fees. 16. TAXES. By this Agreement, the parties have intcnded to effectuate and by this Agreement have equally divided their marital property. The parties have detemlined that such division confonllS to a right and just standard with regard to the rights of each party. The division of cxisting marital property is not, except as may be otherwise exprcssly providcd herein, intended by the parties to constitute in any wny a sale or exchange of asscts, and the division is being efti:cted without the introduction of outside filllds or othcr property not wnstituting a part of the marital cstate. As a part of the cqual division ofthc marital property and thc marital scttlement hercin contained, the 12 LAW OFFICES C~~"l'ES A. MILLER D1:1 NDiIIITH .coo...o .T.I:IIT. .UITC 100. H.....'..UilllGl.~... ''7IDI . ('71'71.20'&161 . ,....,.".,. .36'."." '------- William G. Freundel, SS# 206-34-8116 Plaintiff In the Court of Common Pleas Cumberland County, Pennsylvania v. No.: 97-3626 Mary Lou Freundel, SS# 167-40-2604 Defendant Civil Action - LAW In Divorce E.MECIf'EIO~TAANSMIT~ REC_QBD 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 and manner service of the Complaint: The complaint in Divorce under Section 3301(c) of the Divorce Code was filed on July 3, 1997. and served upon counsel for the defendant on July 21. 1997. by Acceptance of Service, 3. Date of execution of the Affidavit of Con~ent and Waiver of Notice of Intention Request Entry of a Divorce Decree required by Section 3301 (c) of the Divorce Code: by Plaintiff: by Defendant: 1) October 18.1999 and 2) June 16. 2000 June 8. 2000 Time Stamped date of Waiver of Notice of Intention Request Entry of a Divorce Decree required by Section 3301 (c) of the Divorce Code: by Plaintiff: 1) October 18, 2000 and 2) June 19. 2000 by Defendant: June 19, 2000 4. Related claims pending There are no related claims pending, Respectfully Submitted. By (~ lL^'--- James A. ~Ier EsqUire 513 North Second Street. SUite 100 Harrisburg, PA 17101 (717) 236~5161 '. I '>- " - t: ; " c ., - - -- , ~_J .- ~.') / " , ~, t'- > .:-, -) '- J :.J . . ,-. ". -...... 'J ,:J (~ " \ '"-, .. ; ~ <.J \ '\ I ~ ,..., ~ , .~ --.. ~. '" ~ .:,) .) ^ "" ; " , .' ~ ~ .1 :-- 'j- , .... " .. ~ ~- - Vl<: <:.... 4.1 4.1Z ..... u :I: ....l<: ..... S f-< p..;> ..... '" ....l ....lu 'C t.l~ '" - Z>- t.l C UO , ....l E ... OVl 0..... 0.: .. " ~ 4.1 ~ " - ~~ Z '" 0..... 0"" '" " =>..... Z ~ ;> Ut.l '" ;: , - - 04.1 t.lp.. =>0 ....~O '" 7- Z , up.. c.:: 4.1 0.....0 1 ~ ~ c.:: au :-: " ~ ~ ZM : . ! '" 0 . ....Mt.l .. ..... - ,. ;: > ~ ~ " 1. 0 c.:J => U , 7- ~ f-<U 0 f-<Zo.: - ~ - c.:: ~ ....l ZOO ~ 'J: ~ . =>0 <: ........;> .. 7- OZ .... >- <:f-<.... ~ '" ~ U<: ....l c.:: ....lUO Z ....l ....l <: p..4.1 - ;.: .-.: l t.lc.:: .... ~ ~Vl ~ :I: 4.1 3: 0 0:: " f-<o:l uc.:: " = ~ , Z~ 4.1 0 ....U Z ....".... ..... ..,..... .It.'. .. """., . '",j"'~ .." 1'1.0,\ ". WILLIAM G. FREUNDEL Plaintiff v. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA NO. q '7- .it. .)'. Cw..( r~~ MARY LOU FREUNDEL Defendant CIVIL ACTION - LAW IN DIVORCE 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 within twenty (20) days. You are warned that if you fail to do so, the case may proceed witbout 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 import to you, including custody or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the Prothonotary, Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. IF YOU DO NOT FIE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Lawyer Referral Service Court Administrato= 4th Floor/Cumberland County Courthouse Carlisle, PA 17013 (717) 240-6200 WILLIAM G. FREUNDEL Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA v. NO. 'i7- 31.JL. C<.,~:(' T;,-_ MARY LOU FREUNDEL Defendant CIVIL ACTION - LAW IN DIVORCE COMPLAINT IN DIVORCE UNDER SECTION 3301(c) OF THE DIVORCE CODE 1. Plaintiff is WILLIAM G. FREUNDEL, an adult individual who currently resides at 7 C Tory Circle, Enola, Cumberland County, Pennsylvania. 2. Defendant is MARY LOU FREUNDEL, an adult individual who currently resides at 7 C Tory Circle, Enola, Cumberland County, Pennsylvania. 3. Both Plaintiff and Defendant have been bona fide residents in the Commonwealth for at lease six (6) months immediately previous to the filing of this Complaint. 4. The Plaintiff and Defendant were married on May 25, 1968, in Enola, Cumberland County, Pennsylvania. 5. There have been no prior actions for divorce or annulment between the parties. 6. Plaintiff has been advised of the availability of counseling and the right to request that the Court require the parties to participate in counseling. 7. Neither the Plaintiff or Defendant is a member of the Armed Services of the United States or any of its Allies. 8. The Plaintiff avers that the ground on which the action is based is that the marriage is irretrievably broken. 9. Plaintiff avers that there are no children of the parties under the age of eighteen (18). WHEREFORE, Plaintiff requests this Honorable Court to enter a decree in Divorce dissolving the marriage between the parties pursuant to Section 3301(c) of the Divorce Code of 1980, as amended. COUNT II (Equitable Distribution) 10. Plaintiff and Defendant have acquired real and personal property during their marriage. 11. Plaintiff and Defendant have been unable to agree as to an equitable division of said property as of the date of the filing of this Complaint. WHEREFORE, Plaintiff requests that the Court enter a Decree equitably distributing marital property. Respectfully submitted DATE: Q~_.~ h,~ ' ncis M. Socha, squire 2201 North Second Street Harrisburg, PA 17110 717/233-4141 July 2, 1997 Attorney for Plaintiff >- -0 ~ a; '" i2 9 8~ UJ'.-;' , ),,-- :c ...~~ ~;... t.. ' ~ "-" < ~~ ;:j 'L.' '~:~ : 'r en ~.... r f) C.1 'I.... w :r:Z _...I. I-- 'J~ ,. c..: 'C) c.c .' "" :5 (. c' 0 >c: \.0 ~ q, N ;:::- 9 :::><!: UJ~; 8~ (:'0..... :c (;: ~. 4 ~~ ()~.~:. Cl ~;?n i-.... 1._' .~ " '"7- -' t- :::hO '" <-' ',:v:1o... c.:: " '" ~J \..) tJ' 0 r=== ---pr=':'-- - ..-..-...- Ir '1 ::: 1111 '. '/ . ., ., A' '" ,., I E-o .; <fl .' ..J !- Z - <( " ,r. r :,... ~ ~ - on UJ i: ~ < ... <fl ~ 0 ,...J ~ ~ '" rJ; p:; to .. r. 0.. "0 :z P=l ;:: tJ d '" :L. - c :i u ~ .. UJ c ~ 0 t: 0 0.. 'c:.; U . ~ .. - ~ 'lJ ~ !;: ~~ !:. ::>. il: a ..,. ;-.. ..J ..j \.I. ~ ... ~ ..: f- UJ II UJ 0 III ... 0 5 f- a UJ U ~ ~ !- o . lJ ..J Z a t" ~ ~ ~ 0 c - 5 0 0 '... , ;:J ... ~ .... 0 ~ I~ ,. .... II UJ < '" '" v - ~ ~ r. Cl lJ '" UJ Q .. 1,1 et: V) :J $ ... ~ - :i 0 7- .:;, ~I!II lL, "- Z '" ~ I- 16 < "- - <'"I l'") ;.., 0 t. ~1 ~, '- r' <( i3 r'l ~ I!I ~ 0 U 7. ~ ~ I '..... II .,: , ::; 11'--1 ~.tl ,. '- I' <( ;.. - I!: "'. ~I,il e 1;:1: -; .- J!L.. " ~ c.:: '" Ij~ ~" o ..II -l <( ~ '., - .. ~ - IL~ (J ::.~_ ::; JI.L._. .?:. ., \'. . '''''.':,;;i;~, z~~:?;'}"1i,<c28i~I~iiP'''!~ F" f:i. I;'~:ti v:{ ~':' \-j:\ ~-~: ,~. r.,.,." 1.-, ~-~ ;/'::~. WILLIAM G. FREUNI>EL, l'laintiff IN TIm COURT OF COMMON I'LEAS OF CUMBERLAND COUNTY, I'ENNSYL VANIA NO. 97 - 3626 CIVIL TERM MARY LOU mEUNDEL, Dcfcndllllt CIVI L ACTION - LAW IN DIVORCE A FFIDA VIT OF CONSENT I. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on July 3,1997. 2. The marriage of Plaintiff and Defendant is irretrievably broken and nincty days havc elapsed from the date of filing and service of the Complaint. 3. I consent to the entry of a final Decree of Divorce after servicc of notice of intcntion to request entry of the decree. :!,:::,' ;.?~ "~".." ~?':'{t I verify that the statcments made in this affidavit arc true and correct. I undcrstand that !~~'.~: , . "~ t-{~~. false statements herein arc made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. DA TE: Mr /:.D I /, J L/ /)1.. 4. J, "J, ~ '-(."0..( MARY I.O(J FREUNDEL, Defendant "__.~,' '.'","'.,_, ~,_''''"''. ,';",'~'. "........',"-... ..,_",.._.....~....".,d ,.,~.._._.._._"..~.._- . . . 6~*!~1~~J't . f:~ :CONSTANCB P. BRUNT . . A'ITOl\NEY AT LAW v. NO.97 - 3626 CIVIL TERM ~ ~~ ~S{, r ~ rfE ~~ Iii r~'~ ~~~ ~j,- 1i~,.' ,,'L.. ,~~., f';.oL: WILLIAM G. FREUNI)EL. 1'llIinliff IN THE COllin OF COMMON I'LEAS OF ClIl\IHEI{LAND COUNTY, I'ENNSYLV ANIA MARY LOU FREUNDEL, Dcfcndanl CIVIL ACTION - LA W IN DIVORCE WAIVER OF NOTICE OF INTENTION TO REOUEST ENTRY OF A DIVORCE DECREE UNDER &330HCI AND &3301(1)1 OF TilE DIVORCE CODE 1. I consent to the entry of a final (lccree of divorce without notice. 2. I understand that I may lose rights conceming alimony, division of property, lawycr's fees or expenses if I do not claim them before a divorce is granted. 3. I understand that I will not be divorced until a divorce decree is entercd by thc Court and that a copy of the decree will be sent to me immediately aftcr it is filed with the Prothonotary. I verify that the statements made in this affidavit arc true and correct. I understand that false statements herein arc made subject to the penalties of 18 Pa.C.S. *4904 relating l':'!~ to unsworn falsification to authorities. ~it: ~'~1f~ ".'-' "~"'';.' ~ '},/ DATE: {./ (f,.{) I /</4 ~~/ \.-/ ~ ,,.~/',-ltL 1 "1 '!-I'!.-.:(( ....-z-I-t MARY lOll FREl'NDEL. Defcndant ,~,,- LAw CF'F'ICE&-;:----.JAMEB A. MILLER Itl:t ....0.'" .1I:00NO .,..." .un. 'DO. ...........u.a..." 17101. ''''7' .::Ia.D101 L... . . r~ 171'7) .SIIl-.""" .---- .. . William G. Freundel, 5511 206-34-8116 Plaintiff In the Court of Common Pleas Cumberland County, Pennsylvania -. of such complaint on the ':('r day of,' /'_ \ .~ / / v. No.: 97-3626 Mary Lou Freundel, 5511167 -40-2604 Defendant Civil Action - LAW In Divorce AG.CEE'JANGE"OESERVICE I. Constance P Brunt. EsqUire, on behalf of Defendant, Mary Lou Freundel. In the above captioned divorce action, hereby accept service of the divorce complaint filed to the above term and docket and acknowledging receipt DATE /1' , (~. ; 7 II (.1 'j //)/' ;-/' - '/ " ,-j_1 '-.--""- Constance P Brunt. EsqUire Counsel for Defendant ',"'I') ;:... '- ~ .'. '- :J '.J =:.~) I":.) L:"-, . ~.; '!-:J .!~ ) ~J " .. .. ~' ...,. Of' ~, -~ ~ 1 ! .. i . II I I i i~ If.. ~ ~ S " o ..... o 5" soo~..a ~iii~ nq ~I " 0 0 " I ~lIP " III o .. III: II iil ~"3 .. . . ,F'ICEB C"_,IA",,EB A. MILLER Q"D.'"IIY,."". laO.H&III1I..U".,.." ,.,IDI. '''1'''.:1.'8101' rAllI7..,I.:lI....,..., -- .~-..... - William G. Freundel, In the Court of Common Pleas Cumberland County, Pennsylvania Plaintiff v. No.: 97-3626 Mary Lou Freundel, Civil Action. LAW In Divorce Defendant AEfJDA VJI_QF..J::~SfNI 1, The complaint in Divorce under Section 3301 (c) of the Divorce Code was filed on July 3, 1997. 2, The marriage of the Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing the Complaint and service upon Defendant of the same. 3 I consent to the entry of a Final Decree in Divorce after service of notice of intention to request entry of the decree, 4. I have been advised of the availability of marriage counseling, and understand that I may request that the Court require that my spouse and I participate in counseling I further understand that the Court maintains a list of marriage counselors In the Prothonotary's Office. which list IS available to me upon request. Being so advised, I do not request that the Court require that my spouse and I participate in counseling prior to a divorce decree being handed down by the Court, 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.SA Section 4904, relaling to unsworn falsification to authorrtles. Date: (J. J /(1I () C 3jSlSJ ~~~ William G. unde , . OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Street Carlisle. PA 17013 (717) 240-6535 E. Robert Elicker, II Divorce Masler Tracl .10 Colyer Olliee Manager/Reporter West Shore 697.0371 Ex!. 6535 May 14, 1998 Francis M. Socha, Esquire 2201 North Second Street Harrisburg, PA 17110 Constance P. Brunt Attorney at Law 2941 North Front Street Harrisburg, PA 17110 Re: William G. Freundel vs. Mary Lou Freundel No. 97 - 3626 civil In Divorce Dear Ms. Brunt and Mr. Socha: By order of Court of President Judge George E. Hoffer dated May 12, 1998, the full-time Master has been appointed in the above referenced divorce proceedings. A divorce complaint was filed on July 3, 1997, raising grounds for divorce of irretrievable breakdown of the marriage and the economic claim of equitable distribution. On October 22, 1997, the Defendant filed an answer and counterclaim. The counterclaim raised the additional economic issues of alimony, alimony pendente lite, and counsel fees and expenses. I am going to proceed on the basis that grounds for divorce are not an issue. Based on that assumption, I am directing each counsel to file a pre-trial statement in accordance with P.R.C.P. 1920.33(b) on or before Friday, June 12, 1998. Upon receipt of the pre-trial statements, I will immediately schedule a pre-hearing conference with counsel Mr. Socha and Ms. Brunt, Attorneys at Law 14 May 1998 Paqe 2 to discuss the issues and, if necessary, schedule a hearing. Very truly yours, E. Robert Elicker, II Divorce Master NOTE: Sanctions for failure to file the pre-trial statements are set forth in subdivision (c) and (d) of Rule 1920.33. THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE MASTER'S OFFICE AND A COPY SENT DIRECTLY TO OPPOSING COUNSEL. OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Street Carlisle, PA 17013 (717) 240.6535 E. Robert Elicker, II Divorce Master Tracl Jo Colyer Office Manager/Reporter West Shore 697.0371 Ex!. 6535 June 10, 1998 Francis M. Socha, Esquire 2201 North Second Street Harrisburg, PA 17110 Constance P. Brunt Attorney at Law 2941 North Front Street Harrisburg, PA 17110 RE: William G. Freundel vs. Mary Lou Freundel No. 97 - 3626 civil In Divorce Dear Mr. Socha and Ms. Brunt: I am writing in response to Ms. Brunt's letter of June 9, 199B, wherein she advises that her client is not willing to consent to a divorce. Apparently the parties have not been separated for a period in excess of two years and no fault grounds have been raised in the action. Consequently, until grounds for divorce are no lo~ger an issue, I will not proceed with this case. Therefore, the directive to file pre-trial statements on or before Friday, June 12, 1998, is withdrawn. Counsel can advise when the parties have been separated for a period in excess of two years or other grounds have been pled, and I will then move the case forward on the grounds for divorce issue and proceed with the economic claims. Very truly yours, E. Robert Elicker, II Divorce Master 1..1\\\/ OFFICES FRANCIS M. SOCII^ 2201 NOUTlI SEn)NIJ Sno':J:T IIAHIUSIH rUt;. PENNSYI.\'ANI^ 171 10 E .1I\nll ~O('lll\'itl)l'(JI' III '(~. ('0111 FI{ANIO,S M. S()('IIA CIA'nuN \V. DAVIDSON Tn.E1'IIlINL 17171 :1:':1 .11.11 FM'; 1717) ::.!:':I :I;'.I:'~ March 16, 2000 Robert Elicker, II Office of Divorce Master 9 North Hanover St. Carlisle, PA 17013 Re: William G. Freundel v. Mary Lou Freundel No. 97 - 3626 (Divorce - Cumberland County) Dear Attorney Elicker: Enclosed is a copy of Judge Ohler's order granting myself and Francis M. Socha, Esquire leave to withdraw as attorneys for William G. Freundal. Thus, we will not be attending the upcoming settlement conference scheduled for April 7, 2000. I have informed Mr. Freundel the date of this conference and stressed to him that he should hire new counsel to represent him. If you have any questions, please feel free to contact me at the above address. Otherwise, I await your response. Sincerely, -.-- " 0, L- _ ( Cla~~ W. Davidson \cec WILLIAM G. FREUNDEL, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VS. CIVIL ACTION - LAW NO. 97 - 3626 Civil MARY LOU FREUNDEL, Defendant IN DIVORCE CONFERENCE WITH COUNSEL AND THE PARTIES TO: James A. Miller William G, Freundel , Counsel for Plaintiff , Plaintiff Constance P. Brunt Mary Lou Freundel , Counsel for Defendant , Defendant A conference has been scheduled at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsyl,ania, on the 24th day of May, 2000, at 9:00 a.m., with counsel and the parties to discuss the outstanding economic issues to determine if there is a basis of settlement of claims. If issues remain after the conference a hearing will be scheduled at another date, Very truly yours, Date of Notice: April 7, 2000 E. Robert Elicker, II Divorce Master '- c: <.....~, I ~. .... I.'.J~ ~'-' '. ) i:. . , <. > ::. r:. ; - u..: . , .- S ( ,- I'- :...:, 0 0' U Ul r;i .... 1-0 . 0.. ~ ~ ;' ~ .. Z ~ E-o .... .. O<:E-o Z ::t: , ~o...... .... JJ O:~ CO' ~= .... .... C 00 J '- o ...... ~ ..... . Itl r..Z ('it: ~ U>-> 0 JJ ....'0 ~ Q.,,;: g:; ~ E-o..... Z C ~ C Zo..~ ..,. .~ e.. r..ZU ::l ..... 0 tJ 0 E-o _ r O::l ~ Itl Z\,..; .....).;t-oI 1.,;'" ..c e.l. ~ ~ - 0\0 0: - ::l tJ E-oZ.... ~~ : 1 " E-oUN r.. 0.. > ~O ....0 Z !: " _ t .. 0: \0 0: E-oX ~ , ::l0l"'l~ r.. r:l_ -< ,,= ;:! ~ .. " OZ U C,;) 0.."'; U<: I 0: ::l <: Z , .... 0 ~ 0 " , ~o:r--> .... v :I:~"'''''' ..... U " E-oCl 0 .... >- ::: X ' .... ~ Z::lOZ .... .....UZ..... ~ , 1 WHEREFORE, Defendant/Petitioner prays this Honorable Court to enter an Order directing Plaintiff/Respondent to pay Alimony Pendente Litn to Defendant/Petitioner in accordance with the guide:j:~s set forth in the Rules of Civil Procedure. Respectfully submitted, A -(j ~/Vl1- CONSTANCE P. BRUNT, ESQUIRE Attorney I. D. No. 29933 2941 North Front Street Harrisburg, PA 17110 (717) 232-7200 Attorney for Defendant/Petitioner 3 OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Slreet Carlisle. PA 17013 (717) 240-6535 E. Robert Elicker, II Divorce Master Tracl Jo Colyer Office Manager/Reporter West Shore 697.0371 Ex!. 6535 August 26, 1999 Clayton W. Davidson, Esquire FRANCIS M. SOCHA LAW OFFICES 2201 North Second Street Harrisburg, PA 17110 Constance P. Brunt Attorney at Law 2941 North Front Street Harrisburg, PA 17110 RE: William G. Freundel vs. Mary Lou Freundel No. 97 - 3626 civil In Divorce Dear Mr. Davidson and Ms. Brunt: Apparently grounds for divorce are no longer an issue inasmuch as the parties have been separated in excess of two years. I do not, however, know if the parties are going to sign affidavits of consent now that the two years have passed, or if Mr. Davidson needs to file an affidavit under section 3301(d). I will leave it up to counsel to get the case in the posture so that divorce grounds are no longer an issue. I am issuing a directive to counsel to file pretrial statements in accordance with P.R.C.P. 1920.33(b) on or before Friday, October 15, 1999. Upon receipt of the pretrial statements I will immediately schedule a prehearing conference with counsel to discuss the issues anu, if necessary, schedule a hearing. Very truly yours, E. Robert Elicker, II Divorce Master WILLIAM G. FREUNDEL, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VS. CIVIL ACTION - LAW NO. 97 - 3626 Civil MARY LOU FREUNDEL, Defendant IN DIVORCE NOTICE OF PRE-HEARING CONFERENCE TO: Clayton W. Davidson , Counsel for Plaintiff Constance P. Brunt , Counsel for Defendant A pre-hearing co~ference has been scheduled at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania, on the 7th day of April, 2000, at 9:30 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 10/18/99 E. Robert Elicker, II Divorce Master >- ,"'; >- -" , - , . .' '-. t! (;:: "1..,.# , ',. ,. ! ~ '-;:., ~..:; ., L <:::1 n I C~. '- - " " - ".1:- , r-l ":_1 ) < = =: .. .. " " " ~ '" '" : < - '" .. 7. ~ , , rJJ < " : < ~ . ~ " ;: ;: ... , . ~ " 7. , 7. .. S './'; ;: t " < ... ! () :: i :z ~ < ,. j ;; " :::: : ~ " : r:. < = r-. ..' ,-, ---.. ... WILLIAM G. FREUNDEL Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA v. NO. 97-3626 MARY LOU FREUNDEL Defendant CIVIL ACTION - LAW IN DIVORCE CERTIFICATE OF SERVICE I, Clayton W. Davidson, hereby swear and affirm that on February 10, 2000, the following were served by first-class, U.S. mail, postage prepaid with a copy of this Honorable Court's Rule to Show Cause why the Petitioners should not be granted the right to withdraw as counsel for the Plaintiff: Constance P. Brunt, Esquire 2941 North Front Street Harrisburg, PA 17110 Counsel for the Defendant William Freundel 6025 Edwards Street Mechanicsburg, PA 17055 (v f. Clayt W. Davidson Date: March 6, 2000 ..... ,_.,,,...."'.._-~..,----~....--,_._---,.-"'_. ~,~.l,~.".'" ~.~.~:,~.~;i~',':\:'m:~1ggr?:i~~t::f'~;:~')W~,!,:S\i,'.~,r~ (717) ~~, ~~,~~_ _. __,_ i '>:~.~~>-..:.;:_ .'PH~~(717);1J1.::c",~'~.}~~'~;n-:;~'t.:fo;1~1~[il~..~ WILLIAM G. FREUNDEL. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff CIVIL ACTION - LAW v. NO. 97-3626 CIVIL TERM MARY LOU FREUNDEL, Defendant IN DIVORCE PRAECIPE TO LAWRENCE E. WELKER, PROTHONOTARY: Please withdraw the Defendant's Petition for alimony pendente lite, filed in the above-captioned matter. DATED: ,Ii . ilU / ~)/ / I V, ;::~- /~---(/^~ CONSTANCE P. BRUNT, ESQUIRE Supreme Court I.D. #29933 2941 North Front Street Harrisburg, PA 17110 (717) 232-7200 Attorney for Plaintiff ...- ;--, l" " ; /. , - , ), '-- c;; -::' " i '. c.' I; :--. ,- I <r. ;>~ .-~ 'j "- ~ (.) ',.~T.r,,~,',li"""";:';'.\i',.';'.' ,,,"'<,"";'fAX:(7I1):zn;msS "'PHOl'lS:tn1)131.nOO,'" '. ',""". ""., ',;; ' """. ;"";':;,;,r,"n~"~~x"" . ,- .!:~~1i~~tfr;f,jf~!_0:\il'!?\>:7;,:;:i!;--;,_~:,"~"".': :.}~" ...,':... '........', :'~."":'f!:;':~2j!;~~~!;;t~~~~:. '7/1. Cf/77 Ld:rf/ CONSTANCE P. BRUNT, ESQUIRE Attomey LD. #29933 2941 North Front Strect Harrisburg, P A 17110 (717) 232.7200 Attomey for Dcfcndant WILLIAM G. FREUNDEL, : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff v. , ')7 - 3(,26 CIVIL TERM MARY LOU FREUNDEL, : CIVIL ACTION - LAW Dcfcndant : IN DIVORCE PRAECIPE TO ENTER APPEARANCE TO: Lawrcncc G. Welker, Prothonotary: Please cntcr thc appcarancc ofthc undcrsigncd as counscl for MARY LOU FREUNDEL, thc Dcfendant in the abovc-captioncd mattcr. Rcspectfully submitted: ~~ cO - , (";-~ t<: , - -' I c.~ ," u' c~ ~ \.:.. t.!t.;- V. I '.'"') 0" l-:I' (..; ~t_; (\, -,j l.' .,;C- f" <I' u_ r- ,;:) (J CT <..) '- c~ :- . -. . .. . , c::: I c . .r ".: I Cl I , r , ,. " I I .c . , . .. '. ,~ ( , < < ~> ...:i...:i &:1.0>< ~ Ul - zz :I: ~ ~ - oz \.J " Ii~ 0 : < - ...:i .. - 7, 0 . ~ rt1 1. < Ll~ ~ ...:i , " - ~ :a: ~ " , .. ;: ~e3 ~ ;: ... , ~ Z :.. .... " , 0 ~ ~ 1. , ~ E-oLl \0 ~ ~ s TJ t " 81i N ~ < .. .. ~ \0 ~ ~\ :: (") t.:l "" ~ Ll< I ~ Z ~ ...:i " ?ii > 0 ~ I ~~ a- ...:i 0:: " ~ ::t:~ .... " ~~ ...:i >< '. < . ...:i ~ ... = 0 .... ~ ....Ll Z ::& .' ,,'"! l' to the granting of the Petitioners' Petition to Withdraw. 7. Counsel for the Defendant did not file an objection to the Petitioners' Petition to Withdraw as counselors for the Plaintiff. WHEREFORE, Clayton W. Davidson, Esquire, and Francis M. Socha, Esquire, respectfully request this Honorable Court to enter an order permitting them to withdraw as counsel for the Plaintiff. Re ully Submitted, 1ft ncis M. So ha, Esq. 01 North Second St. Harrisburg, PA 17110 (717)-233-4141 C". / - C1ayt~ W. Davidson, Esq. 2201 North Second St. Harrisburg, PA 17110 (717)-233-4141 -~- 4 Date: March 7, 2000 ~ - .. .. - .. ~ - " - "" " - " . < - "" .. - ~ ~ " 7. I < : " :.; 7. " : . > - ;. .. , ~ : >"'; " 7. - 1 7., !: - f :r. ~ " :< - ! " "" ~ - Z - ~ ~ , " " '" . .. " . . . ,:., : . . ..... """ ." ....\.~. '. n,," .. :~,.O ... ^." .............. ..... .1.",,> ". '''.. ,,~..,'.. 'y-,' t... '. . WILLIAM G. FREUNDEL Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA v. NO. 97-3626 MARY LOU FREUNDEL Defendant CIVIL ACTION - LAW IN DIVORCE PETITION TO WITHDRAW AS COUNSEL AND NOW, THIS 2nd day of February, 2000, come your Petitioners, Clayton W. Davidson, Esquire and Francis M. Socha, Esquire, whom request permission to withdraw as counsel for the plaintiff in the above captioned matter and in support thereof aver the following: 1. On July 3, 1997, the Plaintiff, through present counsel, filed a complaint for divorce under 330l(C) with this Honorable Court. 2. On September 17, 1999, the Plaintiff, through present counsel, filed an amended complaint in divorce under 330l(D) and thereafter requested the parties divorce action be listed for a masters hearing. 3. On or about October 13, 1999, the Defendant filed her Pre-trial statement, with the Cumberland County Divorce Master, E. Robert Elicker, II, Esquire. 4. On October 15, 1999, the Plaintiff filed his Pre-trial statement, which included his income and expense and inventory and appraisement, with the Cumberland County Divorce Master, E. Hobert Elicker, II, Esquire. 5. On October 18, 1999, Divorce Master Elicker scheduled a pre-hearing conference for April 7, 2000 in response to the Plaintiff's request for a masters hearing. 6. On or about December 1, 1999, the Defendant filed her income and expense and inventory and appraisement. 7. Petitioners contend that the Plaintiff has failed to follow the legal advice of his attorneys in numerous instances which has strained the attorney-client relationship and has made it impossible to continue. 8. petitioners further contend that on December 16, 1999 the Plaintiff, in a trenchant letter, instructed present counselors to withdraw as his attorneys, indicated he would represent himself and would not pay his outstanding legal bill. 9. Based upon the above, petitioners contend that it has become impossible to maintain any reasonable and/or appropriate attorney-client relationship with the Plaintiff. 10. Petitioners contends that the Defendant, Mary Lou Freundel is represented by Constance P. Brunt, Esquire. 11. Petitioners contends they should be allowed to withdraw as counsel since the Plaintiff would have sufficient time to obtain substitute counsel prior to the April 7, 2000 pre-hearing conference. WHEREFORE, Petitioners respectfully request this Honorable Court enter an order permitting them to withdraw as counsel for the Plaintiff. crot:'~Y ~~ F ancis M. Socha, Esq. 2201 North Second St. Harrisburg, PA 17110 (717)-233-4141 v~dson, Esq. 2201 orth Second St. Harrisburg, PA 17110 (717)-233-4141 Date: February 2, 2000 CERTIFICATE OF SERVICE I, Clayton W. Davidson, Esquire, hereby certify that a true and correct copy of the Petition to Withdraw was served first class, U.S. mail to the following: Constance P. Brunt, Esquire 2941 North Front Street Harrisburg, PA 17110 Counsel for the Defendant William Freundel 6025 Edwards Street Mechanicsburg, PA 17055 ----- - c~ ~ Clayton Date: February~, 2000 william G. Freundel, Plaintiff In the Court of Common Pleas Cumberland County, Pennsylvania v. No.: 97-3626 Mary Lou Freundel, Defendant Civil Action - Law In Divorce ELAIN'l'IFF-'_S_ANSWER_TO__PETITION. TO_WITHDRAW. COUNTERCLAIM__Iit_NEW_MATTER NOW COMES, Plaintiff, pro se, and answers Petitioners, Clayton W. Davidson, Esquire, and Francis M. Socha, Esquire, petition to withdraw as follows: 1. Admitted. 2. Admitted. 3 . Admi tted. 4. Admitted. 5. Admitted. 6. Admitted. 7. Denied. It is specifically denied that Plaintiff failed to follow petitioner's advice. Moreover, it was petitioner who failed to follow Plaintiff's advice. Plaintiff has been paying to Defendant support. Plaintiff advised petitioner to file for a Master in order to resolve all support and economic claims pending. Petitioner failed to file at the inception of this case a complaint in divorce under section 3301 (c) and (dl which would allow for a no-fault divorce in 90 days or 2 years if Defendant did not consent. As pet it ionel- stated in piHi'lgl'aph 2 of pet i t ionel-' s pet it ion, pet i t iOllel- filed Pla i nt iff's amended complaint under section 3301 (d) in excess of 2 years thereby further causing Plaintiff additional financial st.rain by allowing this case to proceed longer than as provided under the laws of this Commonwealth. Had petitioner followed Plaintiff's request, then Plaintiff would not have suffered additional financial damage. 8. Admitted in part and denied in part. It is admitted that the undersigned advised petitioner to withdrawal. It is denied that the Plaintiff's letter to petitioner was cutting; rather, it is petitioner who deemed it to be such. The letter instead was direct and to the point about petitioner's failure to adequately and competently represent the undersigned's interests in the pending divorce case. Plaintiff's life and finances are at issue which Plaintiff hired petitioner to adequately represent, Plaintiff was entitled to have petitioner treat Plaintiff's case as important. petitioner failed to do so. The letter was only pointing such out to petitioner. Plaintiff was displeased with petitioner'S services. 9. Denied. Based upon petitioner's failure to properly and adequately handle Plaintiff's case, it is impossible [or petitioner to continue to represent Plaintiff's interests. 10. Admitted. 11. Admitted in part and denied in part. It is admit.ted that petitioners should be allowed to withdraw, It 1S denied that Plaintiff will have sufficient t.ime to seek subst itut.e counsel to pl'epan> fOl' th,' pending April 7, 2000, Master's pretrial conference. Plaintiff will have to seek out competent legal counsel and gather sufficient funds to retain such. It is denied that a little over one month is sufficient time to find counsel, retain counsel and allow counsel to become satisfactorily acquainted with Plaintiff's case. WHEREFORE, Plaintiff respectfully requests your Honorable Court to grant petitioners request to withdraw as counsel. C.O.UNTERCLAIM 12. Plaintiff hereby incorporates preceding paragraphs 1 through 11 as if fully set forth herein. 13. Plaintiff has been caused to suffer financially as a result of petitioners' failure to adequately, competently and diligently represent Plaintiff's interests in this matter. 14. Plaintiff instructed petitioner to file for a Master's Hearing so that in accordance with the laws of this Commonwealth, when the 2 years separation period culminated, Plaintiff could proceed with a Master's Hearing to resolve all outstanding economic issues relating to the marriage. 15. Contrary to Plaintiff's instructions, petitioner failed to timely file for a Master's Hearing. 16. Moreover, petitioner filed an amended complaint for divorce under section 33011d) 2 months after the statutorily provided 2 year separation period. 17. As a resu1 t of petitioners' lack of diligence, Plaintiff was caused to pay additional support to Defendant, and incur additional costs by petitioner in petitioners' preparation of the amended complaint documents. 18. Had petitioner competently represented Plaintiff's interests, there would not have been an untimely amended complaint filed; rather, at the inception of this case, petitioner would have filed under section 3301(c) and (d) of the Divorce Code and would have filed for a Master's Hearing at a time which would have coincided with Plaintiff's 2 year separation from Defendant. 19. Had petitioner competently represented Plaintiff's interests, Plaintiff would not have incurred additional attorney fees for the preparation of an amended complaint and any associated fees after a Master's Hearing; moreover, Plaintiff may not have been required to P3Y support to Defendant as long as Plaintiff has been paying such. WHEREFORE, Plaintiff respectfully requests your Honorable Court to grant Plaintiff: a. relief from any and all outstanding attorney fees charged by Petitioner as they relate to matters arising after July, 1999; b. reimbursement by petitioner to Plaintiff of all fees and costs paid by Plaintiff to petitioner after July, 1999; and, c. reimbursement by petitioner to Plaintiff of any excess SUppOl't payment" made by Plaintiff to < - == .. - u ;.. ~ - ;.. ~ 0 : ~ - .. - rJJ 7- 1- ; 1. ~ :.: ~ ~ N . ;: :g . " 1. ;.. " 1- - 7- 1- ~ . rJ) ;: t ;.. < ... \oJ : ~ ~ Z ~ < - :.: ;; !; Q:: N : ~ ~ < = , . counseling ar.d the right to request that the Court require the part~e5 to participate in counseling. 8. Neither the Plaintiff or Defendant is a member of the Armed Services of the United States or any of it3 Allies. 9. The Plai~tiff avers that the ground on which the action is ~~sed is that che marr1age is irretrievably broken. "c. Plaintifi avers that there are no c~:ldren of the part~Gs under tn~ ~se of eighteen (18). 11. Plainti~= avers that the parties have been separated fer ~ore than ~wo (2) years. :;~:~~rORE, Plaintiff requests this Honorable Court to enter a ~_~rce in Divorce dissolving the marriage between the parties p~rs~ant to S2ction 3301 D of the Divorce Code of 1980, as a~e~jed. COUNT II (Equitab:J Dist:ibution) l2. Plai~ticf and C~~e~dant have acquired real and personal pro?erty duri~~ their ~arriage. Plaintil! and Defendant have been unable to agree as to an equitable division ~f said pro~erty as of the date of the fil~~; oi this C~~?laint. WHEREFORE, Plaintiff requests that the Court enter a Decree Q~v~~cing the par~ies and e~uitably distributing the marital property. Respectfully submitted ~ CI ~avidson, Esquire 2201 N rth Sc=ond Street Harrisburg, PA 17110 717/233-4141 Attorney for Plaintiff Date: September 13, 1999 LA\\.' OFFICES FRANCIS M. SOCIIA 2201 NIIUTII SEC'flNl1 SruEEI II^UHISIHIICli. I)ENNS\'I.\'^NI^ 1711() ('>lIulll ~ndlll'l1JpH()Jllhu'.("{)ln FltANClS M. SOCIl^ CI..AYTON W. D^VI[)~(}N TI':I.I':I'IIIINI'; (7171 :!.:I:I .11.11 F^x 171.lJ :1.:1:1 ~~:H:l. September 20, 1999 Robert Elicker, II Office of Divorce Master 9 North Hanover St. Carlisle, PA 17013 Re: William G. Freundel v. Mary Lou Freundel No. 97 - 3626 (Divorce - Cumberland County) Dear Attorney Elicker: Enclosed is a copy of an amended divorce complaint in the above captioned action indicating that my client wishes to pursue a divorce under section 3301(D) of the Pennsylvania Divorce Code since the parties have been separated more than two (2) years. In light of your letter dated June 10, 1998, I believe this case is ready for a masters hearing since the parties have been separated for more than two (2) years and the divorce complaint has been amended from section 3301(C) to 3301(D). If you have any questions, please feel free to contact me at the above address. Otherwise, I await your response. Sincerely, (, ;r~-- Claytbn W. Davidson \cec Enclosure cc: William G. Freunde1 Constance P. Brunt, Esquire t-. i ~ ~ c. ... -, 0:: . i:Q' ~2 '- ~ v.t- ~ p.;~ !~ 2 .., ~i: ~ .. ...,z c :; ~~ :l-Z ~ 'c :; t " t-.~ . "' ,- ~ ..- "' z ." ,< ..., U " < ~ WILLIAM G. FREUNDEL, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. NO. 97 - 3626 CIVIL TERM MARY LOU FREUNDEL, Defendant CIVIL ACTION - LAW IN DIVORCE ANSWER AND COUNTERCLAIM AND NOW, comes the Defendant, MARY LOU FREUNDEL, by and through her counsel, CONSTANCE P. BRUNT, ESQUIRE, and answers the Plaintiff's Complaint as follows: ANSWER 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admit ted. 6. After reasonable investigation, Defendant is without knowledge or information sufficient to form a belief about the truth of the allegations set forth in Paragraph 6. The same at-e thct-efore denied. Plaintiff/Counterclaim Defendant have been bona fide residents in the Commonwealth for at least six (6) months immediately previous to the filing of this Counterclaim. 15. The Defendant/Counterclaim Plaintiff and Plaintiff/Counterclaim Defendant were married on May 25, 1968. 16. There have been no prior actions of divoree or for annulment between the parties other than the above action initiated by Plaintiff/Counterclaim Defendant. 17. The Defendant/Counterclaim Plaintiff and Plaintiff/Counterelaim Defendant are both citizens of United States of America. 18. The Plaintiff/Counterelaim Defendant is not a member of the Armed Serviees of the United States. 19. The Defendant/Counterclaim Plaintiff has been advised of the availability of marriage counseling and understands that she may request that the Court require the parties to participate in counseling. 20. The Defendant/Counterclaim Plaintiff avers that the grounds on which the action is based are that Plaintiff/Counterclaim Defendant has offered such indignities to the person of the Defendant/Counterclaim Plaintiff, the innocent and injured spouse, as to render her condition intolerable and 3 VERIFICATION I verify that the statements made in the foregoing Answer And Counterclaim 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: 10/1//7 /ii hl.L W::c ndet MiRY LlOU FREUNDEL, Defendant/Counterclaim Plaintiff , tIl.... <:z; .... ... ... ~< .... l:: :z; ..J> ... III ~ < ""..J ... "0 ~ - >< - = l:: - .. - " ~ - :Z;tIl ..J... -Ill :z; "" " o~ ~ III ..J.... .... '" = < - ~~ ~.... ~ III 0 "" .. f. ~ ~"" r~ "" 'L 1. < 0"" ""0:: < :oj u ~ <~ . :; > " 0:: ~ !-< .... , g,~ ~ 0:: O::tIl f": " f. ~ ~~ 1. f ~ :z; > :r. ;: " ...=0 U =0 - - f. - ~ 0::0 0 :Z;~ ~ ;", =oU ~ ..J 00 Z ; 0 .... " U . .... >< ... ,. , ~ ..J 0:: .... , " = ~ "" ~:z; ..J ~ ... - " = i:; .... ~ . < ~ "" .. : :z;~ ....U WILLIAM G. FREUNDEL, IN THE COURT OF COMMON PLEAS PLAINTIFF : CUMBERLAND COUNTY, PENNSYLVANIA . . vs. NO. 97-3626 . . MARY LOU FREUNDEL, . CIVIL ACTION - LAW . DEFENDANT . IN DIVORCE . ORDER AND NOW, this ~ day of May, 199B, f';,J,,(..(J f::&clu, , Esquire is appointed master with respect to the following claims: {LL/!.- . j. Distribution: Francis M. Socha: 2201 North Second Street, Harrisburg, PA 17110 Constance P. Brunt: 2941 North Front Street, Harrisburg, PA 17110 >- - - Cl~ ("', .f .::. "J , ", lltl ~". .' , f': I , .J r -;'1 rt'1 '. CO II. . ~. , t' .- "'- (". " !..:;' ~ ~::i! lol> ...l...l < ~>< - tIl =: ~ - .. - ~~ U " ~ 0 ~ < - ~~ - ...l rJJ 'I. I. o . lol ~ " U~ ~ ...l . ! > lol .... L ;: ~~ ~ ~ " I. lol I. I. .. 0 f:: rJJ ~ t " f-<U lol ... ~ ~~ '" f:: u '! N . > % '" u Z ~ t"l ::l < ! ...l I ~ 0 " " ,.,. ~ loli:<: r-- ...l ... " % ~lol C\ ... ~ < ...l >< = Z~ . ...l i:<: 0 ... ~ ...U Z :K . ' ~ = ... .. ... " ~ '" " . - '" ;: '" 7- . 'J. , . , : ~ ;j " 7- . '" .. ... , ~ .. " " 7- , 7- ~ s "L t . . ... .. ,. ~ '" i Z ~ ;.: ~ , " '" " = ... " = . . ... = . .r. . . ~ - .... ",.., .' ~',.' .' ,,-" .~' " ~. .t ID/IS,tJf WILLIAM G. FREUNDEL, Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA V. NO. 1997-3626 MARY LOU FREUNDEL Defendant CIVIL ACTION - LAW DIVORCE PLAINTIFF'S PRE-TRIAL STATEMENT .L. BACKGROUND: A. Marriage - May 25, 1968, Enola, Pennsylvania b. Children - all emancipated c. Divorce Complaint: (i) Filed July 3, 1997 (ii) Contested Claims - Alimony, attorney fees, costs and expenses, divorce II. MARTIAL ASSETS OF THE PARTIES: Reference is made to Plaintiff's Inventory and Appraisement attached hereto as "Exhibit A." ~ NON-MARITAL ASSETS: Reference is made to to Plaintiff's Inventory and Appraisement attached hereto as "Exhibit A." IV. DEBTS OF THE PARTIES: Plaintiff notes that he is currently paying $650.00 per month of his net income (income after federal, state and local taxes as well as reasonable and necessary living expenses) into a Chapter 13 bankruptcy Plan which is in effect until approximately January 27, 2001 and could continue until January 27, 2003. . ~ COUNSEL FEES: Plaintiff contends that the Defendant is not entitled to counsel fees due to her earning capacity, present income level and receipt of two (2) years of A.P.L payments. XI. DISPUTES CONCERNING VALUE OF MARITAL PROPERTY: None. XII. PROPOSED RESOLUTION OF ECONOMIC ISSUES: Plaintiff believes, following a review of the factors set forth in S3502 of the Pennsylvania Divorce Code, that equal distribution is warranted and that the parties have equitably divided their marital property. Additionally, Plaintiff believes that the factors set forth in S3701 of the Pennsylvania Divorce Code support an award of limited alimony in the Defendant's favor for a period of four (4) years. Finally, Plaintiff believes that the Court should not direct the Plaintiff to pay Defendant's reasonable counsel fees and costs and all Master's and Stenographic fees pursuant to S3702 of the EXHIBIT A , ~-.,..,...~ ~ --"--,,,. -- - - . ~ . ~ 111: l!l ~I U 1111.. . 'Z3'~17 ~.j.1 :31;: S,.u;H. t UAFFErr ~lIl1.J lItU Wlt.LI"lI I.;. :F~UNDE~., plainlirf IN TlIll counT OF COM/olnN PLEA:; cuMDERLl<ND c()u~'n , PENNSYLVANXJ\ NO. 1997-3626 \I. MARY tall F'l>.EI.INl.n:1. D.d.:lldant CIVIL ~CTION - LAW InVOHr.F. nlVENTORY AND l\PPRA1S~NT 01' \lILLIllM G. FRltgNDgJ, ..1"iIlLiff, li.illi"", c. F'r..und..l. files ttJe following Inventory Anti I\I'~raj ~pm"l1t of dll p:.-operti' owned or P".,,,,..~,,..d by either p...ty a.t th,,,,: l.irnll!' t,his;; action was COtnmeIU~c.:J end 511 proPQt.ty t.T"~ng:erred within the prnc".dinq thrRft (ll years. ?lCli 111.1 Ef, Will iu.m C. Fra\JlII:\l:'l, v~r:lties that. LIlt;! ~tatemcnt.g mAde ill t:.h lS Jr.vf:".I1Lu~y and Appraiccl^"nt arq 'nlp. and correct Lu the b~~t Df hl'" lntormation, knowl~Jye and belief. S..irl w1.lliam G. <,r.,,,,,.)..] undc."ct..nds th,,' toll lse statements made herein are mad.. sul>:ieCT. tu ..rilllinal penalties Ilndw. lR "".C.:;.A. $1904 "unccrning \,""w." 11 to!.lsiUcation Lo> ..ulhoritie3. ~.~~-.~ IlILLI/IM G. FREUNDEI. l1C\tcl \Dl \S\,\l'1 ~/C ;6~d ~~Z~ ~ IO~:O~ 66/~~;O~ IggrO 106 L~L . ~NI dno~o OV31S3,jOH : Aq l"'S ASSETS Gr' THE PARTIES 1. Real Property /) 2. Motor Vehicles 3. Stocks, bonds, securities and options ) (/1 ( ./) 4 . 5. 6. Checking accounts, cash Certificates of deposit Savings accounts, money market and savings certificates 7. Contents of safe deposit ~oxes 8. Trusts /i 9. Life insurance policies 10. Annuities 11. Gifts 12. Inheritances 13. Patents, copyrights, inventions, royalties 14. Personal Property outside the home 15. Business 16. Employment termination ber.-:its 17. Profit sharing plans 18. Pension plans ~~ 19. Retirement plans, Individual Retirement Accounts 20. Disaoility payments 21. Litigation claims 22. Mllitar}/V.A. benefits 23. Ed~cation benefits MARITAL PROPERTY Plaintiff lists all marital property in which either or both spouses have a legal or equitable interest individually or with any other person as of the date this action was commenced: Item Number Description of Property Title held 1. Americhoice Credit Union *Value as of 1/26/98: $ 25.00 Husband 2. Member 1st Checking *Value as of 1/26/98: $ 500.00 wife 3. Household goods (see attached list) *Value as of 1/26/98: $ 12,115.00 (aggregate) Clothing *Value as of 1/26/98: $ 600.00 Jointly 4. Jointly 5. Emerald ring, sapphire wife ring, 2 tennis bracelets, emerald/diamond ring, diamond ring, diamond pendant, diamond earrings, watch and misc. costume jewelry *Value as of 1/26/98: $ 3,500.00 6. Watch *Value as of 1/26/98: $ 25.00 Husband 7. Prudential - whole life insurance policy Husband Face value: 100,000 Beneficiaries: william L. Freundel & Timothy D. Freundel *Cash Value as of 4/16/99 $ 12,801.60 **Loan against cash value of policy in the amount of $3,165.02 was taken out on April 16, 199B B. Erisa Qualified Pension Plan *Value: Unknown wife 9. 1997 Geo *Value: Liens: Prism $ 12,000.00 $ 11,956.71 wife 10. PNC Checking account Value as of 1/26/98: $1000.00 Husband EXHIBIT B 'Jit t lam ~. Freundel 206.l4.a116 ~.ry L. Fr.undet '67'~a'2604 Cue "0. Schedule D - Creditors Holding Secured Claims I HUSBAND I Ct.AlM DATE. CONTINGENT i AMOUNT C~EDITOA'S NAME I WIFE I NATURE OF LIEN, OFCUJM UNSECURED \4AlllNG ADDRESS CO- ! ,JOINT . OESCRIPTlON AND UNlICUIQA TED I 'MTHQUT PORTION, :NClUQING ;'::P CODE DEB TOR OR I .\4ARKET 'JAl,uE OF DISPUTED 1 OEDUCTING !F ANY I COMMUN.i PROPERTY SUBJECT I "AI,UE OF ! TO UEN COt..~ TERAL ACCT.~O. 97406949001 NO W I I I Title I I Dauphin Depoei t Bank and 11,956.711 0.00 I Trust Company 1997 G40 P-,Stn I ! ?O. Box 4662 I , , i , , Harriaburq, PA 17111 I I , : VALUE S 12,000.001 I . 'CCT.~O.HH-540-00-20007C_Ol NO J ; Laurel Hills Condo Assoc. 1,067.88! 1,067.88i : clo PMI ; C;noo F'!.s I , , : P.O. Box 622 I i !.emoyne, PA 17043-0622 I VALUE S 0.001 "CeT. ~O. 020392 35031 NO a ~ Leale i Laxus Financial 5,067.481 0.001 ?O. Box 0974 1996 lexus ESJOO I ; Sorsha.m, PA 19044-0974 I : 'JAL!.;E S 0.001 J.C::T. NO NO . - lot: llor':gage 120,000.001 MaiaLine Bank 0.00: ?O. Box 127 :" C '":ory C;,c:e Villanova, PA 19085-0127 :00I.I,?4 170~ 'JALUE S 130,000.00, SUOfctal 138,092.07: (Total of tn,s :Jege, TOTAL 138,092.07! .:.eneow. 0 . Plq. 1 " ' ~jll;~ ~. Freundel 206-)4-3116 Mary ~. ~r~el 167-40-26OL Case ~o. Schedule E - Creditors Holding Unsecured Priority Claims Shore Tax Box 656 Bill, PA Bureau 500.00 I I 500.001 i I I ; ~CC7 ~O. 206-34-8116 I I' W"ee P.O. Camp ! i NO B 17001-0656 1996 - Local Income Taxee Suo total (Total of this cac;el 500.00! TOTAL . 18,555.461 s..:nedlJl4:: =''Iq.)..:1) william~. /."reU""lOel 206.34.8116 ~ary L. Fr~l 167'40'2604 C,Jse Mo. Schedule F - Creditors Holding Unsecured Nonpriority Claims CREDITOR'S N"ME Y..AJlJNG ADDRESS INCLUDING ZIP CooE I I co. DEBTOR , , HUSB"NQ wIFE JOINT OR CQMMUN AMOUNT OF CLAIM O"TE CVJM WAS INCURREO, .ANO CONSIOEAA TlON FOR CLAIM, rF CLAIM IS SUBJECT TO SETCFF. 50 STA TE CONTINGENT UNlIQUIO" TED QISPUTED i ACCT. NO. 227379922 i The Li:ui ted I P.O. Box 659562 I San Antonio, TX w I 127.101 78265-9562 12/97 I Charge I , card NO SuCtOll1 i ~Tot.al ot this CIQe, 127.101 TOTAL 17,864.72: .~ :.=.:-':''JIP :0 dps:.cnat~ an arrolU1t on ::us .:ic:-.pCU_~ ::r ar.y .)! ~-:p i=r.=w:Pdl.r'.g sc~Pd~lRs 3.S ':':'S;::L;::~. :::r.::.r.(;~nt:= r..:nl.:'q\.udatPd =c~s net ,:::ns':.::::Jt~ an cC:n.:..5s.:.;:n t:-.a\: sue:: SUTI :';3 -ct -..c..,..'l.... ...-. ~o~~'......cn ....I-.p .....pct:Jrs .....~...Qcv ",,::)sp:-:p :~p =:cr..t :.: ..:i:s'CL.:~ .:;r .=sspr: . .::t....... _.. ..'-' -... .....- . ....... ..... - - ... - '. ,i_.. :;[:32-t5 2r .it~t~ns~s :~ ar.y ':':".1':":1"5 =Pt':'~s:.::IC :0 :::psp sc::PdL.":",.:I.S 3S ::J :.rrcLJ1t. .;._.3.0.1............: .:r 3:..3"C'...:.5. 'll:.....OUl.; .:J'Q. :." ~ EXHIBIT C Addnumtlers enlereclon d Tolat number 01 exam lIons claimed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . tlnU "bove ... 7 Wages, salaries, lips. etc. Attach Form(s) W-2. . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . .. . . . . . . 1 Ie Taxable Interest. Attach Schedule B.f required. . . . . . . . . . . , . . . . . . . . . . . . . . .. . . . . .. 8a b Tax-exempl inloresl. 00 NOT include on line 8a. . . . . . . . .. eb g ()dlnary diVidends. Attach Schedule B If required. . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Taxable refunds. credits. or olfsets 01 stale and local Income taxes (see page 21) . . . . . . . . . . .. 10 11 Alimony received .. . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11 12 Busmess Income Of (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . , . . . . . . .. . . . . .. . .... 12 13 Capital gain 0< (loss). Attach Schedule 0 .. . .. .... ........... .......... ..... .... .... 13 14 Other gains 0< (losses). Attach Fo<m 4797 . . . . . . . . . . . . . . . . . . . . . . . . .. . . .. . . ... 14 15a TolallRA dlstl'lbu~ons. .. . . .l~ U b Taxable amount (seep!;! 22) 15b 16a Total pensions and annUities ~ D b Taxable amount ilt1 ~g. eel 16b 17 Renlal real estate, royallles, partnerships, S COI"poratlons, trusts. etc. Attach Schedule E . . . . . .. 17 18 Farm income or (loss). Attach Schedule F . . .. . ..... . ... . . . . .... . ... . .... 18 11 Unemployment compensatIon. .. . .. . .. . . ..... . . . . .... . .... . .... .... 19 20a Social security bene/lts. . . . . ~ U b Taxable amount (see pg. 24) 20b 21 Othermcome.Amtext Inc. 21 22 Add the amounts In the far rl ht column to( lines 7 thrOUQh 21. ThiS IS our tatallncome . . . ... 22 I 2J IRA deduction (see page 25) ............. 2J 2 , 000 2~ Student loan mtorest deducllon (see page 27) . . . . . . . . . . .. 24 25 Medical savmgs account deduction. Attach Form 8853. 25 26 MOVing ellpenses. Attach Form 3903 26 27 One-hall or sell-employment tax. Attach Schedule SE. 27 28 Self-emplo)'ed health Insurance deduction (see page 28) . . 28 29 Keogh and sell-employed SEP and SIMPLE plans. 29 30 Penally on early wlthdra.....al 01 sa\ilngs . JO J1a Ahmony paid. b Recipient's SSN ... ]'_~=-~9_-=-:;~0~~3_ J1a 32 Add lines 23 through 31a. 33 Subtraclllne 32 frcm l,n€' 22 ThiS IS our ad'usll!!d ros! Income. "I A F()( DI!C105ure, Privacy Act, and Paperwork Al!!duLtlon Acl Notice, see page 51. P,nlden\lel Dill" bu r P A 1701 9 Eltlctlon Campllgn ~ 00 you wanl $3 10 go to Ihls fund? ,.......,.....,......................,............... 1""1'11/.1111 , IIn olntrelurn,doos ours ouse want $3 10 atothlslund?............................... 1 X Single 2 Marriod filing JOint relurn (even if only one had Income) 3 Married filing separate return. Enter spouse's soc. sec. no. above & full name here II'> 4 Heed 01 household (with qualifying person). (See page 18.) II the quailfying person is e child but nol your dependenl, enler this child's name here ... Qualll in widower with de endent child ear s ouss died'" 19 See a e 18. Yourself. If your parent (or someone else) can claim you as a dependent on his or her lax return, do nat check box 63.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. } No. or bOles chec.eClon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . .. , . . .. . . . . . . . . 6~.:anCl6l) , " ..' ... 1040 Lobol ,'i.. IIllhwt'Il"" 1)l"!I"I/.lIl II.. III. IIlIi ""b.t 0111""". IlIII"I""ll 1.1"-11' FIling Status Ch.ck nnf~ OtI.bo. Exemptions II mi.' Hlltll'. ll'I""lf,,,I,. "'P"U'111 Income Allath Cup... n III ytU ft.m,W.l, W.rO,and 10" nh... 1')'I"lll'lJll<ll g.I,W_;. "'P'U';O (fl(;101I, f1ul 001101 .11.~h Illy VI)'m,"t A'lo. pllllll.JlI '_IQ40V. Adjusted Gross Income It 111"J}'Iunje! 11,)C"~ I,,"oer 1'00)0""C",1\1 (J;""Oll;.....,n, ~ "...~ If. ( Ie '."11 '.."I".J'll\ 11"..lm.nl ul Ih. ""'I'y . 11I1.nalll,nno, 5efvlcl U.S. Individual Income Tax Return I." '. ~ ,. 1998 i.... . , , ("q) H\!j Use Only - 001101 write ()l' Sllpl, In IhlS SDlce. I..U,. Uf.!ln 1. nile 11.I,m".Ol'OltltflUYUlheQllln1nQ ~O\I '.,ll1lm. .nd 111,1.,1 ,1!l'HI.end.IlQ "g OMDNo.1~'~.007' YDlI' ,txLtI'OClJ"lIyrunb. LUlname I . II I I II I II , Willi,lm G. 206-34-8116 L:eundc 1 II 'IOllrlt"Iufn.'lIOUU.'l.sln,m..nClIll'l"1 lUlname 5pouU"IOCLtI.IlClJ"lly runb. 11.)m. .IIW"" (flumll'f '"d Ilr~.1111 youhhl' P.O, bO., Set pa~e 111 ApI. no. Ai. IMPORTANTI Ai. You must enter your SSN(s) above. No Noll: ChIC.lng"V". X Will nol ch'n~1 'f0U" luorrlaUCIYolX refund. Frilnk1intown Road )'/0 G C,'y. In,," 0' po, I oil,,,. sI'le. .nd llf' code II you have .1000el~n .lIddress. see p.ll\;je 111 Yes 5 6. o Spouse e Dependents: I'l raslN.ame b 1 (4)Chkll qu'II'YIll~ ChllCllorchlldlu creall(seep.agl!l19) 17) Oependent"ssoe'.al SeClJ/'Iynumtler (3) Oependellt's lel.lltlOllshrp to~ou No.ol 'fOIl chllarenon 6cwho. eliyeawllhyou e Olclnolllve Wllh you due lo dlvorcl orup.llrallon (seep.lIge1ill lnlname Dependenls on6cnol entered.llbo.", 1 113 72,645 2,653 75,411 5,249 1,534 10,255 . 32 33 19,038 5G,373 f....~ 1040 (HHM) Fll<m 1040119981WJ. 1am G. Freun e 206-34 -8116 . Pa 0 2 Tax 3nd 34 Amount trom hne 33 (ad/us led gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 56,373 Credlla 35 . Check ": 0 You were 65 ll< older, 0 Blind; 0 Spouse was 65 ll< older. 0 BlInd. L Add Iho number of boxes checked above and enler the lotal here. . . . . . . . . . . . . . . . .~ 35. SlMuSWd b If you are married filing separately and your spouse itemizes deductions Q( you were 0 Olductlon a dual-status alien, see page 29 and check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . ..... :JSb 'aM~1 _36 Enter the IlIIge' 01 you, Ilemlzed deductions ~om Schedule A, lme 28. OR standllld rlop" deduction shown on thelen. But see page 30 10 find your standard deduction II you f- Slngl.: checked any box on line 358 Of 35b or il someone can claim you as a dependent. . . . . . . . . . . . . . . . . 36 4 250 U.2!lO 37 Subb'act line 36 from hne 34. .. . . . ........ . . . ...... . . . .. . . . . ... . . .. . . . . . . . .. . . . . ..... . . 37 52,123 Hlldal househOld: 38 If line 34 is 593,400 or less, multiply $2,700 by lhe total number of exemphons claimE!d on line 6d. f- se.250 UUne 34 is over 593,400, see the worksheet on page 30 for tho amount to enter. . . . . . . . . . . . . . . . . . . 38 2 700 Murled'llIng 39 Taxable Income. Subb"act line 38 from hne 37. 39 49,423 JOlnllya II line 381smorethanllnll 37.enler-O_ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Quallrylng 40 Tax. See page 30. Check if any tax from .0 Fll<m(s) 8814 bO Fll<m4972..................~ 40 10,544 wldow(er~ 41 Credit for child and dependent care expenses. All. Form 2441 ..... 41 $1,100 MlrTl'd 42 Credit 'll< the eldl!fly ll< the disabled. Attach Schedule R . . . . . . . . . . 42 filing 43 Child tax credit (see page 31)............................... 43 uparalely '3,550. 44 Educalion credits. Allach Fll<m 8863 ..... .. . .. . . . . . . . . . . . . .. . 44 45 Adoplion credit. Attach Fll<m 8839 . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 46 Foreign tax credit. Attach Form 1116 if required, , . . ... . . . . . . . . . . 46 47 Other. Check il ~om .0 Fll<m 3800 b 0 Fll<m 8396 f-- cO Fll<m 8801 d 0 Fll<m (specify) 47 48 Add lines 41 through 47, These are your tolel credUs....... ,................... ...."...... 48 49 Subb"actline 48 from line 40. If hne 48 is more than line 40. enter -0- . . . . . . . , . . . . . . . . . . . . . . . . .... 49 10 544 Olher 50 Self-employment tax. Alt. 5ch, SE . . . . . . . , , . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . , , . . . , . , 50 10,498 Taxes 51 Alternative minimum tax. Attach Form 6251 .............,............. ................",. 51 52 Social security and Medicare tax on lip income not reported to employer. Attach Form 4137 . . . . . , , .. 52 53 Tax on IRAs, olher retirement plans, and MSAs. Altach Form 5329 if required.......,.....,......, 53 54 Advance earned income credll payments from Form(s) W-2. . . . . . . . . . . , , , . ... . . . .. ... . .. , . , .. 54 55 Household employment taxes. Attach Schedule H. . . . . . . . . . . . . . . . . , , , . . . . . . , , . . . . , . , . . . , . . . 55 56 Add lines 49 throunh 55. This is lIour total lax. . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . , ... . ..... 56 21,042 Payments 57 Federal income tax WIthheld from Forms W-2 and 1099 . . . . . . . . . . 57 58 1998 esUmaled lax payments and amount appllod from 1997 relurn . 58 14,000 59 a Earned Income credit. Alt. Sch. EIC il you have a qualifYing child. Altaeh b Nontaxable earned income: amI. ~L- U f-- F(J'"msW-2. and type ~ No andW_20 59. onlh,lronl. 60 AddlUonal child tax oedlt. Attach FOfm 8812 ..... .............. 60 AISOatlaeh 7,800 F(J'"mI099-A 61 Amount paid with FOfm 4868 (request fOf extension). . . . . . . . . . . . . 61 iltu"u 62 Excess social security and RATA tax Withheld (see page 43) . . . . . . . 62 withheld. 63 Other payments. Check ,f ~om . 0 Fll<m 2439 bO Fll<m 4136 .. 63 64 Add IlOes 57. 58. 59a. end 60 throuah 63. These are your tot.f payments. . . . . .................~ 64 21,800 Refund 65 If hne 64 is mOfe than line 56, subtract line 56 from hne 64. This IS the amount you OVERPAID. . . . . . . . 65 758 66. Amount of hne 65 you want REFUNDEO TO YOU. ......... ..............................~ 66. 45 HI~e II I ! dnelly b Routing number ~ c Type: o Checking o Sa \flOgS depOSlled! supall'u d Account numbE!f I andllltm66b, Me, and ~ed 67 1 67 Amount 01 line 65 you want APPliED TO 1999 ESTIMATED TAX ~ Amount 68 If line 56 is more than line 64, subtract line 64 from line 56. ThiS is the AMOUNT YOU OWE. f- You Owe For details on how 10 pay, see page 44 ........ . . . . . . . . ..........1........ ........... .~ 68 69 Eshmated tax. oenaltv. Also include on line 68 ... ..... .... ..1 69 713 '11' d 1 Sign Here Unoer pen,&ltlllS of pequry.' declare lhllt I t1l1ve eum,neCl thiS return a"j aceorl"pany,nQ schedules Ind slllt'lT'enlS.and to the test ot my "nowledlif' and b,tl.I.lh.y II' true. careel. andeompletll O,elvallon 01 preparel (other than tIkPay,'l's based onalllnformat.o'l 01 wh>eh p1eparer hn any "r'lowlldQ' JClr'ltreh.-n7 Sill PIIif'l! Kupaeopy layO\X reeaos ~ Your "gnature ~ Spouse', s'Qnalure, It,& lOll'll reh;rr'l, BOTH rl"ust SIl" Dale Youroccupallon Sales Dlyllm.t.l.phun. numb"lollt.ona'l Date I SPo"se-soccuPoll,cn 717-7G3-7SCO &J:,epalllf'ss;X:,.IIICurllyn<l Chee.. .t lII:!-e""pl:~ed 0 2~7_~_'_1...:L-?}_~~) ~ fl' 23 - 2_~3_'17_S0n_ If'eo~e 17111 Paid Prepare"s Use Only P',parer's ~ S'w'1llur. ,. J=- Albert J. Bllchenauel~C. r''T1s,.a'T''(''~YO'/fS ~ ~ _.______ dSll-'f_1mpIC)ea)I'1d,. _3401 Derry Stree.!:_ _____ Id::Hn Harrisburq, FA 'U'm 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts ... See separate Inslructlons. ~ Altach to Form 1040, 1040A 1040NR,1040NR-EZ, or 1041, OMB No. 1S4S-0UO Olpltlmt,lollhl Ttu.ury Inltrn.llnhenueStfvlce N.m.(I).ho....non l",felurn 1998 AlIlchmlnl 06 Sequenc.No. IdenUlylng I'IU'TIber William G. Freundel 206-34-8116 Nole: In most cases, you do not need 10 file Form 2210. The IRS will figure any penalty you owe and send you a bill. File FOfm 2210 only If one or more boxes In Pari I apply to you. If you do nol need 10 file Form 2210, you sllll may use it 10 figure your penalty. EnlCf Iho amounl from Part 1II,Iino 21, or Part IV, Uno 35, on the penalty line of your return, but do not attach Form 2210. I Part I I Reasons for Filing - lila, lb, Of lc balow applies to you, you may ba ablalo lower or eliminala your penally. Bul you MUST check Iha boxos that apply and file Form 2210 wilh your tax relurn. If 1 d below applies to you, check that bcx and tile Form 2210 with your lax relurn. 1 Check whichavllf boxas apply (il nona apply, sea the Nole above): .0 You request a waiver. In certain circumstances. the IRS will waive all or part of the penalty. See Waiver or Penalty on page 2 of the Instructions. b 0 You use the annualized Income Installment method, If your income varied during the year, this method may reduce the amount of one or more required installments. See page 4 of the Instructlons. c 0 You had Federal Income tax withheld from wages and, for estimated tax purposes, you b"eat the withheld lax as paid on the dales it was actually Withheld, instead of in equal amounts on the paymenl due dates. See the instrucllons for hne 23 on page 3. dO Your requited annual payment (line 14 below) is based on your 1997 lax and you filed or are filing a joinl return for either 1997 or 1998 but not for both years. I Part II I Required Annual Payment 2 Enter your 1998 tax alter credIts (see page 2 of the instructions).. . . . . . . . . . ... .... . . . . .. .. . . .. . . . . . .. '" .. . .. . . .. 2 3 Olhllf taxes (sea paga 2 olthe instructions) ... . .. . . . . . . . . . . . . . . . . . .. . ... . ... . . . . . . . . . ... . . . . . .. . . . .. . .. . . .. 3 4 Add lines 2 and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4 5 Earned Income credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5 6 Additional child tax credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 6 7 Credit for Federal tax paid on fuels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7 8 Add lines 5, 6, and 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. IS 9 Currenl year tax. Subtract line 8 from line 4 ................................................................ 9 10 Mulliply lina 9 by 90% (.90)... . . . ... . . . . ... . . . . . . . . . . . . . . . . . . . . . . . .. . . .... . . . . . . .. 10 18 , 938 11 Withholding taxes. 00 not include any estimated tax payments on this line (see page 2 01 the instructIons). . . . . . . . . . . . . . .. 11 12 Subtract line 11 from line 9. II less than $1.000, stop here; do not complete or file this form. You do not owe the penalty.. . .. 12 21 , 042 13 Enter the tax shown on your 1997 tax return. Caution: See page 2 of the instruchons. .. . . .. . . . .. . . . . . . . . . . . . . . . .. . .. 13 19, 150 14 Required ennu.' payment. Entllf Ihe.m.ner of Iina 10 or line 13............................................... 14 18 938 Note: If line 11 is e ual to or more than line 14. sto here; ou do not owe the enal . Do not file FOfm 2210 unless ou checked box 1 d above. Part III Short Method (Caution: See page 2 of Iha instructions 10 find oulll you can usa tha short melhod.n you checked box lb or Ie In Part I, skip this pari and go 10 Part IV.) 10,544 10,498 21,042 o 21,042 1S Enter the amount, if any, from line 11 above..........,............................... 15 16 Enter the total amount, if any, of esllmated tax payments you made. . . . . . . . . . . . . . . . . . . . . . .. 16 17 Add lines 15 and 16 . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . , . . . .. .. . . . . . . . . . . . . . . . . .. 17 18 TolAl underpayment for year, Subb'act line 17 tram hne 14.11 zero or less, stop here; you do nol owe the penalty. Do not file Form 2210 unless you checked box 1d above. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. 18 19 Mulliply lina 18 by .05043.............. ..... . ... ... .... . . ... ... ...... ..... .. ..... . ......... ..... . ...... 19 20 . If the amount on line 18 was paid on or atter 4/15/99, enler -0-. . If the amount on tine 18 was paid before 4/15/99, make the follOWing computation to find the amount to enter on hne 20. Amount on Number 01 days paid line 18 x befOf84115/99 x .00019... ...... 20 21 PENAlTY. Subtract line 20 from line 19. Enter the result here and on Fcrm 1040,11Oe 69; Form 1040A,llOe 44; FOfm 1040NR.lina 68; FOfm 1040NR-EZ. hne 27: Of FOfm t041. hna 26. ... .... . . .. ... . . ....~ 21 For P.perwork Reducllor, Act Notice, see p.ge 1 01 sep....le In.l1ucllon.. Fam 2210 (llllil!) "FA 1998 Underpayment penaity Worksheet William G. Freundel 206-34-8116 Required Peyment Penelly Inl14l1ment Oala Typ.- Amount Undorpaymanl Days Rala Amount 01 Panally par Lola Penalty .. Poriod First Qtr 4,734 4/15/98 4,734 260 0.080 269.77 Total 269.77 Rate Change 12/31/98 4,734 15 0.070 13.62 1/15/99 3 4,734 Total 13.62 Second Qtr 4,734 6/15/98 4,734 199 0.080 206.48 Total 206.48 Rate Change 12/31/98 4,734 15 0.070 13.62 1/15/99 3 4,734 Total 13.62 Third Qtr 4,735 9/15/98 4,735 107 0.080 111. 05 Total 111.05 Rate Change 12/31/98 4,735 15 0.070 13 .62 1/15/99 3 4,532 203 90 0.070 3.50 4/15/99 4 203 Total 17.12 Fourth Qtr 4,735 1/15/99 4,735 90 0.070 81. 73 4/15/99 4 4,735 Total 81.73 TOTAL UNDERPAYMENT PENALTY........ ................................,. 713 . 1 . Overpayment .. ~~ UndOl'paymenl , 1 Rate 2 . Withholding 3G5 3 . Esllmate 4 . ExtenSIon 5 . Paid WIth return SCHEDULE C (Form 1040) Prolil or Loss From Business (Sole Proprietorship) ~ Parlnershlps,lolnl ventures, elc., must file Form 1065 or Form 1065-B. ... Attach to Form 1040 or Form 1041. ... See Instructlons for Schedule C Form 1040 . Olplrlmlnt 01 IhllrUIUfY InlernIIRI"""LI.S,t'o'lclllllll Naml01 prOprl.lor .OMU No lJ45-0074 AlIlchmln! !>IQueoc. No ~1.I1.ecU' II)' number (5!;H) 1998 09 William G. Freundel A Principal buslnoss or profosslon, including product or servlCO (see pageC: 1) Real Estate Sales C Business name. II no separato businoss namo, leave blank. 206-34-8116 8 [nler HI. W cOd,frorn ~g.. C.I." ~ 531210 o Employ. to runbor (EIN~" any E Business address (including sUllo or room no.) ... -------------------------------------------- City, lown or post olllce. stale. and ZIP codo F Accounling melhod: (I) III Cash (2) 0 Accrual (3) DOihllf (Spoc,ly) ~ G Did you "materially participato"m tho operation of this business dUllng 19987 U"No," soe pago C-210f' hmllo~ I~s~o;-. ~.~.~.~ .~ :-:~.~.~. ~-y;s- -O-N-O H II au started or ac uirod this business durin 1998. check hero. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... 0 Part I Income Gross receipts or sales. Cnullon: II this income was reported to you on FOfm W-2 and tho "Statutory employeo" box on that form was checked, see page C-3 and check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... 0 2 Returns and allowances. .. . . . . . .. . . . .. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . .. . 3 Subtract line 2 from line 1 ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Cosl 01 goodssold (~om lone 42 on page 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 5 Gross profit. Subtraclline 4 from hne 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Other income, including Federal and slale gasoline or luellax credit ~ refund (see page C-3) . . . . . . . . . . . . . . . . . . . . . . . . 7 Gross Income. Add lines 5 and 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... Part II Ex enses. Enler expenses tor bUSiness use of your home only on line 30. 8 Advertising.................. II 19 PenSIon and prollt-sharlOg plans. . . . . . . . .. . . . . . . . i Bad debts from sales or 20 Rent or lease (see page C-5): serviCes (see page C-3) . . . . . . . 9 II Vehicles, machinery & equipment. . . . . . . . . . . . . . . . . 10 Car and truck expenses b Other bUSiness property. . . . . . . . . . . . . . . . . . . , . . . . (seepageC-3) .............. 10 3,093 21 Repalrsandmainlenance....................... 11 Commissions and fees. .... . ... 11 22 Supplies (not Included in Part Ill). . . . . . . . . . . . . . . . . 12 Depletion................... 12 23 Taxes and licenses. . . . . . . . . . . . . . . . . . . . . . ... . .. 24 Travel, meals. and entertainment: II Travel...................................... 13 Depreciatlon and sedan 179 expense deduction (not included In Perl III) (see pege C-4) . . . . . . 14 Employee benefit programs (other Ihan on line 19) . . . . . . . . . 15 Insurance (other than health),... 13 b Meals and entertainment. . . . . . . . . . . . . 4,932 14 15 Intwest: Mortgage (paId to banks, elc.)... Olher..................... . Legal and proless1onal services. . 16. 16b 17 2i Tentabve profit (loss). Subtract 1100 28 from 1100 7.. . . . . . . . . . . . :50 Expenses lor bUSIness use 01 your home. Attach Form 8829. 31 Ne' profll '" (loss). Sub~act hne 30 ~om hne 29. . II a prollt, enter on Form 10(0, line 12, and ALSO on Schedule SE,llne 2 (statutory emplOt'ees, see page C-6) Estates and trusts. entw on Form 1041, hne 3. . II a loss, you MUST go on to llOe 32. 32 II you have sloss, check the box thai describes your tnveslmentln tnls acll'o'lly (see page C-6) . II you checked 32a, entw the loss on Form 10(0. line 12, and ALSO en Schedule SE, line 2 (statutOfY employoes. see page C-6) Eslates and trusts, enter on FOfm 10-' 1. line 3 . It you checked 32b. you MUST alt..1ch Form 6198. For Paperwork Reduction Act Notice. see Form 10(0 Instructions. 1 2 3 4 99,604 99,604 5 6 99,604 7 99 604 19 20. 20b 21 22 23 3,570 24. 24d 25 26 2,466 27 28 26,959 29 30 72,645 31 72,645 } 32a 0 All lnvestmenl IS at risk. 32b 0 Somo IOvestmentlS not at risk. Kr' Schedule C (Form 1040)1998 SchlduIIC(FormIOotOI"lIl1& Wi.lliam G. Frcundel 20G-J..1-All6 I Part 11/ I Cost ~I Goods Sold (see page C-7) 33 MethoO(s) used to valuo closing Inventory: a 0 Cost b 0 Lower 01 eosl or market e 0 Other (atlaeh explanation) 34 Was thOI'D any change in detormlning quantitIes, cosls. 01' valuattons botwoen opening and clOSing lnvonlOl'Y? II "Yes,' atlaeh explenation . . .. . .. . .. . .. . . . .. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . .. . . .. . . . . . .. . . . . . . . . . .. . . . 35 Inventory at beginning 01 year. If dlllEl(ent from lasl year's clOSing InvonlOl'Y. attach explanalion...., ......... .......... 36 Purchases less cost of Hems WIthdrawn for porsonal use . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Cost 01 labor. 00 nol include any amounts paid to yourself. . . . . . . . . . . . . . . . . . . . . . . . . .. . . .. . . . . . .. . .. . . . . . . . . . . . 38 Melerlels end supplies. . .. . . . . . . . . . . . . . . . . .. . . . .. . . . . . . . . . . . . . . . . . , . . . . . . . . .. . . ... . . . . .. . .. ... . . . ... . . 39 Other costs ........................................................................................ 40 Add lines 35 tlvough 39 ...................................................... . . .. . . .. . . . . . . . . .. . . .. . . 41 Invenlory at end ot year.............. ........... ... ........................... ..... ...... ............. Dyes o No 35 38 37 38 39 40 4' p&g, 2 oods sold. Sublracllino 41 from line 40. EnlOf tho result hero and on a e 1. line 4. . . . . . . . . . . . . . . . . . . . . . . .. 42 !nformatlon on Your Vehicle. Complelo this pari ONLY if you aro claiming Cllr or truck expenses on line 10 and are not reqUired to filo Form 4562 for this business. See the instructions lor lIMO 13 on page C-41o f!Od oullf you must file. 43 When did you place your vehicle in service for business purposes? (month, day. year)'" 1/01/98 44 Of the total number of miles you drove your vehicle durmg 1998. enler the number 01 miles you used your vehicle fOf: 8 Business 18,944 bCommulmg 1,500 eOther 45 Do you (Of your spouse) have another vehicle available lor personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ Yes 2,498 46 Was YOll' vehicle available for use during oN-duty hours? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes 478 Do you have evidence to support your deductIon? . . . . . . . . . . . . . . . . ........................ri] Yes b II "Yes." is the evidence written? .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ Yes I Part V I Other Expenses. list below business expenses nol included on hnes 8-26 or line 30. 48 Toll.ol other expenses. Enter here and on pal;l~_~~e~_~,_~_._~_:..:_H ..:....:..__._.__-' J~.'--=~ o No ~ No o No o No SCHEDULE SE . (Form 1040) Self-Employment Tax OM8 No. !!I"S-007. 1998 ~ See Instructions for Schedule SE (Form 1040). ~ Alloch 10 Form 1040. AI'I~hmenl 17 SequenCl No. O,plIlm.."I! ollhe tnuury lnl.rnIIR....enu.5t1vlc. Naml 01 plrton Wllh IIII-employment Incom, (IS ahown on fam 1040) SCX11IStCUf"vnurT,ber ul person wllh UII-emplnymenllncomll. . . ~ 206 - 3 4 - 8116 William G. Freunde1 Who Must File Schedule SE You musl file Schedule SE If: . You had net earnings from sell-employmont tram other than church employee Income (line 4 of Short Schedule SE or hne 4c of Long Schedulo SE) 01 $400 or more, OR . You had church employee income 01 $108.28 or more. Income trom SOfVlces you performed as B minister or a member of a religious Q(dor Is not church employes income. See page SE-l. Note: Even if you had a loss or a small amount of income from sell-employment, II may be 10 your bene!;1 to file Schedule SE and use BIlher 'opUonel method' in Pari II 01 Long Schedule SE. See page SE-3. ExcepUon: II your onlv self-employment Incomo was from earnings as a minister, member of a religious Ofdor, or Christian Science practitioner, and you Illed Form 4361 end receivad IRS approval nollo be taxed on those earnings, do not Ille Schedule SE.lnslead, wTlte "Exempt-Form 4361" on Form 1040, line SQ. May I Use Short Schedule SE or MUST I Use Long Schedule SE? DID VOU RECEIVE WAGES OR TIPS IN 1998? No Ves Are you a minister, member 01 a religious order, Of ChrisUan Science pracUtioner who received IRS Yes approval not to be taxed on earnings from these sources, but you owe self-employment tax on other earnings? WD,S the total of your wages and tips subject to social secunty or railroad retirement tax plus your net earnings from sell-employment more Ihan $68,4oo? Ves No /ve you using one of the optional methods to figure your nel earnings (see page SE-3)? Yes No NO Old you receive tipS subject to social security or Medicare tax that you did nol report to your employer? Ves NO Did you receive church employee income reported on Form W-2 of $108.28 or more? No Ves YOU MAV USE SHORT SCHEDUlE SE BELOW VOU MUST USE LONG SCHEDUlE SE ON THE BACK Secllon A - Short Schedule SE. Caution: Read above 10 see If you can use Shorl Schedule SE. Net farm proflt or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1lForm 1065),lJne 15a ........ 2 Net profit or (loss) from Schedule C.line 31; Schedule C-EZ, line 3; Schedule K-l (Form 1065), Ilno 15a (other than farming); and Schedule K-l (FOfm 1065-8), box 9. Ministers and members 01 religious orders, see page SE-1 for amounts to report on this line. See page SE-2IOf other income to report. ..... ...... ...... ... ...... 2 3 Combine lines 1 and 2. . . . . . . . . . . . . . . . . . . . . . ,. ................................................... 3 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). II less than $400, do not Ille thIS schedule; you do nol owe sell-employment tax. ................................ . . . . . . . . . . .. . . ..11I> 4 5 Self-employment tax. If the amount on line 4 IS: l . $68,400 or less. multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, Hne 50. . . . . . . . . . .. 5 . Morelhan $68,400, mulhply hne 4 by 2.9% (.029). Then, add $8,481.60 10 Ihe result. Enter the total hefe and on Form 1040, line 50. a Deduction for one-hall of sell-employment tax. Multiply line 5 by 50% (.5). Enter the result here and on Form 1040. line 27. . For Paperwork Reduction Act Notice, see Form 1040 Instructions. 75,298 75,298 69,538 10,498 61 5,249 Schedule SE (Form 1040) 1998 I\fA " <( - - Z <( Ul;;" <(::-l 1J..l"'" '" Ul .., s:~ .., ~ .., ;.!. l::: - ..J' 6 " ~ a~ .- .a t..l ~ ~ - " ~ .~ " (..I..Q - v- '1; " ~ < on ~;;.... ~ a :zo. ~ ::: ... a: z ... 0 f-1J..l ,j ... . ;;; .... 8sf- Cl ..... ~ ~ :s ... " .., IJ..l 0:: u ~ ... Cl ,j <! .. i:- J.L.ad S IJ..l 0 (..I.. ~ !;: ~ ~ ~ au> c f-' ~ ;.. - s ;.! ,..J ~ ~Clu ~ .0 U t1l ~..J ~ ~ .. ... ::JZ,", o . . a <( <'. IJ..l J.L. ~ ~. ;.... to ~ " d ~ ~ 0 uP2~~ J.L. -0:: ~ ~ ... " IJ..l lJ..l~a ~ ~ <( tn ~ ~ .... a ::t Z .., :I: p:)0\> ~ ~ ... f- ~ .5 - ;.. ....l 0 ;:- ....l - " 6 B~6 ....l ..... U " - - ~ 7- :s :J ~ e ... ~ WILLIAM G. FREUNI)EL. IN TilE COURT OF COMMON I'LEAS OF CUMHERLANI> COllNTY,l'ENNSYLV ANIA I'lainliff CIVIL ACTION - LAW \'. NO. 97-3626 CIVIL TEI~M MARY LOU FREUNI>EL. I>cfcndant IN I>IVORCE INVENTORY OF MARY LOll FREllNI>EL Defendantliles the following Invcntory 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, Defendant veri lies that the statements made in this Inventory are true and correct. Detendant understands that false statements herein are made suhjeet to the penalties of 18 l'a,eS. *4904 relating to unsworn falsilicationto authorities, Dated: !oJ/t h1 ASSETS OF I'ARTIES Dcfenllantmarks on the list helow those items applicahle to thc case at bar anll itemizes the asscts on the lilllo\\'ing pages. (X) I. Real properly (X) 2. Motor \'ehicles ( ) 3. Stocks, bonlls. sceuritics anll options ( )01. ('ertilkatcs or lIcposits (X) 5. Chccking accounts. cash (X) 1I. Savings aceollnts. money market and savings certificates ( ) 7. Contents or safe lIeposit boxes ( ) ll. Trusts (X) 9. Lirc insurance policies ( ) 10. Annuities ( ) II. (litis ( ) 12. Inheritances ( ) 13. Patcnts. copyrights. inventions. royalties ( ) 101. Personal propcrly outside the homc ( ) 15. Business (list all owners. including pcrecntage of owncrship. and onicer/dircctor positions held by a parly with company) ( ) Ill. Emplllymcnttermination hcnclits-se\w.mce pay. worker's compensation claim/award ( ) 17. Prolit sharing plans (X) Ill. Pension plans (indicate cmployee contrihution anll date plan vests) ( ) 19. Retirement plans, Indivillual Retircmcnt accounts ( ) 20. Disahility paymcnts ( ) 21. Litigation claims (maturcll and unmaturcd) ( ) 22. t\lilitary/V.A. henclits ( ) n. ElIucation hcnclits ( ) 201, Ikhts due. including loans. mortgages helll (X) 25. Ilouseholll rurnishings and personalty (include as a total c.ttegory and attach itemized list irllistribution or such assets is inllispute) ( ) 2(1. Other 1 I\1ARITAL PROPERTY [)efcndantlists allmaril.11 property in which eithcr or holh spollses havc a Icgal or equilable intercst individually or wilh any other person as of the d.lte this .Iction was commenccd. llESCIUI'T10l\i OF l'IUlI'ERTY l\iAMES OF ALL ITEM # OWNERS COMMENTS )1)1)7 (jen Pril.l11 Wife I Capital B1Ul' Cmss RClin:11ll'nl Plan Wile 2 Pmdcntial Life Insumncc Policy lIusband 1197648323 3 1'01(' Checking account lIusband 4 Memher's 151 C1u:cking account \\'ik 5 Amcrichoicl' Savings account IInsband 6 ~1isccllancnus personal property lIusband & \\"k Already dl\',ded by parties 7 8 <) 10 2 NON-MAIUT AL PROPERTY HUSBAND Defendant lists all property in whieh a spouse has a legal or equitable interest whieh is claimed to be excluded from marital property. ITEM II DESCRIPTION OF PROPERTY REASON FOR EXCLUSION Acquired subsequent to separation Acquired subsequenl to separation Acquired subsequent 10 separation PNC checking accounl #50-0078-2324 2 PNC money markel account #50-0097-6022 Morgan Stanley Dean Wilter IRA account #4\ 0-048496 3 4 5 6 7 8 9 10 4 '. NON-MARITAL PROPERTY WIFE Defendant lists all property in which a spouse has a legal or equitable interest which is claimed 10 be excluded from marit:tl property. ITEI\1# DESCRIPTION OF PROPERTY REASON FOR EXCLIlSION Acquired subsequent to separation Acquired subsequent to separation Acquired subsequentlo separation Non-marital portion of Capitallllue Cross Retirement Plan 2 Member's First checking account 3 Member's First savings account 4 5 6 7 8 9 10 4 PROPERTY TRANSFERREI) IlESClUl'TION OF IlATE OF ('O;liSIIlEI{ATIO;li I'.: RSO N TO ITEM # \'AI.I1E I'IWI'EIH'Y TRANS...:n WIIOM TRA;liSFElmEIl my In: l'. :I1U a. )I)I)H SO.OO - fmcdosurc I 'nknown SIl.OO P..:nnsylv3nia 11)% Lexlls (leased) I')I)H $0.00 - repossessed I.l'XIIS Fimmcial 2 SO.OO 5 LIABILITIES ITEM # DESCRIPTION OF I'ROI'ERTY NAMES OF ALL NAMES OF ALL CREIllHmS DElITORS I 1995 and 1996 Joint Federal lax liability Itul:rnal Re\'enue Service William and Mary Lou Freundcl 2 11'5 1997 Federal tax liability Inlcmal Re\'enue Service William Freundcl 3 Car loan for 1997 Geo Prizm Dauphin Deposit Bank Mary Lou Freundel 4 Mortgage on house (to be discharged) Main Line Dank William and Mary Lou Freundcl 5 Coudo fees (10 be discharged) Laurclllills Condo William and Mary Lou Association Freundcl 6 Car lease for 1996 Lexus (to be discharged) I.cxus Financial William Freundel 7 Joint 1995 - 1996 state income tax liability P ^ Department of Re"enue William and Mary Lou Freundel 8 11'5 1995 - 1996 local lax liability W cst Shore Tax lJurC~lU William Freundel 9 1\.lisccllancous credit cards and loan ~lisccllancous Some II, Some W, Some companies JI. 10 \V's 1998 Federal tax liability IRS Mary Lou Freundel II W's 1998 local tax liability Borough of lIummclstown Mary Lou Freundcl 6 CERTIFICATE OF SERVICE I. CONSTANCE 1'. BRUNT. ESl)IJlRE. dn hereby certit), llwt nn the 'IlL day nf h~ 1999. I servcd a truc and cnrrccl cnpy ofthc INVENTORY OF DEFENDANT. MARY LOU FREUND!:L. by dcpositing thc samc intbe United Slates mail. Iirst-c1ass postage prepaid. at Ilarrisburg. Pcnnsylvania. addresscd to tbe lilllo\\'ing: Francis M. Socba. ES4uire Clayton W. Davidsnn. Esquire 220 I Nnrtb Secnnd Street lIarrisburg.PA 17110 Allorncys Ii" Plaintiff t!LRJ CONSTANCE 1'. BRUNT. ESQUIRE Supreme Cnurt !.D. No. 29933 29~ I North Front Street lIarrisburg.PA 17110 (717)232.7200 Attorney Ii" Defclldanl 7 I. MARITAL PROPERTY ITEM NIIMIIER llES('IUI'TION OF 1'lUlI'Elnv VAUIE I C)l)7 Gco Prizm 7,175.00 2 \V's Capitalllluc Cross J(clircl11cul Piau 11.739.00 II's ProdcntialL'lc Insurancc Policy 1/97 MH .1 32J 1O,715.IH 4 II's PNC checking 3ccnunt 1,000.00 5 \V's tvkmbcrs 1st checking ;u.:counl 500.00 (, II's Amcrichoicc savings account 25.00 7 ~1iscl'l)anc(}us personal property Uuknown IlA TE OF V AUlA nON NO;li-~IARITAL ('OlnION l.IENS I. 10'1/99 N'A 2. 10/12/99 2.0M,.OO N/A 1. Ji')/9H ~lA Pohcy Loan (J,009.49) 4. 1/26"-98 NA N'A 5. 1/26198 :-;'A N'A 6. 1!26.9H :-;A NA 7. :-I/A NA N'A 2 II. NON-MARITAL PROPERTY ITEM NIIMBER llESClUI'TION OF VALliE I'RO)'EnTY REASON Fon EXCLUSION Non-marital purtion of \V's Capital Blue Cross Rctircnu:nt Acquired subsequent to Plan S2.066.0ll sc aralion Ilushand's post-separation Acquired subsequent to 2 Chl'(:kin t and savin "'i accounts lJnknnwn 5C aratinn Wife's post-separation checking Acquired subsequent to J and savin's accounts 742.76 SI: aratioll ITEl\1 NIIl\18ER llATE OFVAUIATION LIENS III 1299 ;0.;1\ 2 ;0.;1\ ;0.;1\ .\ lIS .' I 1)9 ;0.;.\ 3 111. EXPERTS None olher than pension nclnary if parties cannot agree on vi1ll1c. IV. OTHER WITNESSES Defendant may call Attorne)' Ilehorah A. Ilughes to testily eoneerning the parties' hankrnptey proceedings. V. EXIIIRlTS Exhihits have not )'et heen identilied. hut will he identilied prior to trial. VI. nEFENnANT'S INCOI\IE See Defendant's Income and Expense Statcment liled herein. Defendant's net income alier taxes and deductions for medical insurance is $1,418.34 monthly from her employment with Capitall3lue Cross. Further, Defendant receives spousal support from Plaintiff in the amount of $855.60 per month, pursuant to an Order of Court through the Cumherland Count)' Domestic Relations Section. VII. nEFENnANT'S EXPENSES See Defendant's Income and Expense Statementliled herein. It should he noted that the parties are currently involved in 'ljoint Chapter 1J hankruptcy. Defendant is required to make payments 01'$25.00 per month to the Bankruptcy Trnstee. VIII. PENSION ANI> RETIIU:l\IENT BENEFITS The Defendant has an ERISA lJualilied pension plan through the Capital Blue Cross Retirement Plan. The present value of Defendant's accrued retirement hendit as of 111/99 is $11. 739.00, of\\hich 82.4% ($9.673.00) is marital. IX. COllNSEI. FEES Defendant has incurred and \\illclHltinuc to incur counsel fees inlhis actinn. Fees arc no" being charged at the normal hourly rate of $175.ll0, I'hrnugh the latest billing Itlr services rendered through 9/3ll'l)9. she has incurred total counsel fces and costs of $3.481,9 I, The amount of $1 ,922.50 represents the portion attributable exclusivcly III the di\llrce mattcr. Additional fees hilled at the current hourly rate and additional costs have been incurred since IOTl)l) and \\ill be incurred through the completion of this matter. .1 ," , ! .., , ) -< ...... z :!- !- (/)~ j,!, '" -<.....l !::: .. UJ>- .. ~ ..l E-< .. (/) .; ~~ - Ww ~ M l::: !-Q M Z <= " or. ,- '" -< :z M or. O~ - -0 '" < N <= <= !- ;;;J ~ ~ ~ .. 0 ~~~ '0.; ~ :~ t:i l.i N i5: ~:S .. ~ UJ .J llJ U ~ N CI Vl\o.. :;! " ~ OSf- UJ .J :z ~!;: ~ ~ E u ~ w;.;J ~0t:J UJ >L:l ;.. ~ ~g l.tl ~ ou::::: u ~ .. ... f-~U ~ w. o . Q"'" ~ ~ '" "- ~ .. < (5 ~-<\OUJ ~ z~ ~ ~ '" .- O~NU -.; ~ 0 N U ~~ ;:J -< ~ V) '( ~ ~ '" ~ ~\o.. Z ~ ~ '" UJUJr~O 0 ~ ::r:o:lO\> ;.. .....l 00 0 E !-~ ,5 ...... C) u .....l ~ z ~~OZ .....l ~ U :J ...... Z, ;:; uz...... ::: .... ~ " M INCOME: Employer: Capital Blue Cross Employer's Address: Harrisburg. P A 17110 Type of Work: Adjustment Examiner Pay Period: Bi-weekly Gross pay per pay period: Itemized payroll deductions: Federal withholding: FICA: State Income Tax: Local Wage Tax: Medicare: Dental Insurance: Net pay per pay period: 984.00 207.36 61.03 27.55 9.84 14.27 9.33 654.62 OTHER INCOME: Weekly Monthly Yearly Interest Dividends Pension Annuity Social Security Rents Royalties Expense Account Unemployment Compo Workmen's Compo Other - Spollsal Support 197.45 855.60 10.267.20 TOTAL INCOME (Net): 524.76 2,273.94 27,287.28 1 EXPENSES: Weekly Monthly Yearly Home: Rent 151.15 655.00 7,860.00 Electric 24.00 104.00 1,248.00 Telephone 13.85 60.00 720.00 Gas 6.92 30.00 360.00 Oil 13.85 60.00 720.00 Trash/Water/Sewer 9.23 40.00 480.00 Insurance: Automobile 7.35 31.85 382.20 Homeowner's 7.35 31.85 382.20 Automobile: Fuel 15.00 60.00 720.00 Repairs 2.31 10.00 120.00 Payments 60.94 264.07 3,164.84 Taxes: Personal 6.61 28.65 343.75 I ntemal Revenue Service 18.27 79.16 950.00 (cst. 1998 balance) Employment: Lunch 20.00 86.67 1,040.00 2 Medical: Dentist 8.65 37.50 450.00 Medicine 3.85 16.67 200.00 Special Needs: 3.85 16.67 200.00 (glasses, braces) Personal: Clothing 9.62 100.00 500.00 Food 92.31 400.00 4,800.00 Barber/Hairdresser 6.15 26.67 320.00 Miscellaneous Papers/Books/Magazines 5.77 25.00 320.00 Entertainment 23.08 100.00 320.00 Pay TV 11.08 48.00 320.00 Gills 46.15 200.00 2,400.00 TOTAL EXPENSES: $567.34 $2.511.76 $28,320.99 3 Property Owned l)eseription Value Ownership H W J Checking Accounts Memher's First (8/31/99) $716.97 W Sayings Accounts Memher's First (8/31/99) 25.29 W Credit Union StoekslBonds Real Estate Other TOTAL: $742.26 Insurance Company Polley Coyeral!e No. Hospital Capital Blue Cross # 167-402604 HW Blue Cross Medical Blue Shield Pennsylvania Blue Shield #167-402604 HW Dental Pennsylvania Blue Shield #167-402604 HW Healthl Accident Disability Income Other 4 CERTIFICATE OF SERVICE I, CONSTANCE P. BRUNT, ESQUIRE, do hcreby certify that on the f/L. day of . 'h(.l., I' , 1999. I scrved a true and correct copy of the forcgoing Incomc And Expensc Statcmcnt Of Mary Lou Frcllndcl by depositing same inthc Unitcd Statcs Mail. tirst class. postagc prcpaid, at Ilarrisburg. Pennsylvania. addresscd as lilllows: Clayton W. Davidson, Esquirc 220 I North Sccond Strect lIarrisburg. I' A 17110 Attorncy lilr Plaintiff i~ CONSTANCE 1'. BRUNT, ESQUIRE Suprcmc Court ID No. 29933 Beautilrt Profcssional Ccnter 1820 Linglestown Road lIarrisburg. I' A 17110 (717) 232-7200 Attorney lilr Defcndant . . ., HOURS NAME lfARY L FREUlIDEL 7.50 7.50 DESCRIPTION REGULAR OTIlfE 1 XSLIFE EMP HOLIDAY PTO S/S. cost ctA .FED EX.EMPT PAY PEI110n E~[)INo.: 167-40-2604 416 0 101'011'1999 l . CIIIHIENT YEAH TO IJME l'\'I'r ClIllllLNr YEAIl TO D~T E 787.20 15707.04 FED TAX 207.36 3660.77 206.64 OASDI 61.03 119~. 68 .35 1. 05 HI 14.27 278.93 137.50 PA TAX 27.55 538.59 98.110 571.80 lfID TAX 9.811 192.113 98.110 2612.72 SPL-TAX 10.00 HI DElITL 9.33 177.27 VISIOll 89.37 EAl .25 5.00 LIB HUT 29.110 560.08 UlIMAY 1. 00 20.00 NlJMBE R 60.00 TOTAL GROSS WAGES -----.-+...-- --~._._-------.- -------. -- REDUCTIONS 9811.35 19-236.15 , ,.. 091171'_1999. ,EGIllllIllG BAL. lRlIED SED lIDIllG B1LAlICE 19236.75 DISABIlITY 63.62 6.07 7.50 62.19 266.25 .00 .00 266.25 TOTAL DEDUCTIONS NET PAY 360.03 6715.12 623.97 1EMQ , rHFCK UO 1896911 1 i ~ ~ i . ~ ~ s ~ > I f a ~ f i Lit t ~ !JtHHu en H 1 en s"" on .., N j ~" N C) ~:.i~ ~ ~ l~"- ~ il1€ <( 'l! j .. .:!IN a <)' W ;s ~ ! .!j~ it -g Ii i )~j uj ~ r j ~ OJ :: ilti~ ~ ~ .1 ~ Ol "'1i - :!l M ~ .i::o.. .! . ,... ~-; ~ :. i.c:~ E! ]: ~i~ .:l ; -a e .r~.3 ! ~ - " 2i ~ ~ ~~ -' ! . "I::!::! s'~~ ! ~ ..M~NN . 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H ~ 't1 . ---- _CE i . . . e cr_. b :3i~:lciil i~ .l51i {N. w& I I w I !:!! 3: ~ .1996 I \'!!! IH"',,',l'U'~ r.., l\ul....w Of "1.IpleKl I..'.u.... ----- -~~?~10W1!~;~~;-;74_ YoII' SoU.. fl4c.rttr MIUhM. t......II"..'1 ullll.. I ,.."'.,~ It l.",..1 1<1 ..'~,. :"."lI.lf !:2!!!. 1040 __.!J.S. Lndivi~~al !nCOI!~l! T!!15..Rotum label ~..1I1'lt\JoI.bo<"1 UI. the IR5111>o1. OUlcrwlso. plea:.o punt or typu, PrlskS.nUII EI.cUon C.mp.lgn (SH,n,1tuc.1IOI1' ) filing 51alus Check only ono ooX Exomptions II mur~ Ulan SIX dependents. see InstructiOns Incomo A""ch Copy B o' your F onnl W.2. W.2G. Ind 1099.R h.... If you did not gel a W.2. See InstructIons. E ncluse. but dw not staple. ally payment Also. please use form 1000Y Adjusled Gross Income If Ilno 33 15 under $30,095 (lloJcr $ 10,030 II '1 ctHld Old not 1\16 With YUill. see E Ie In Ule l!~tJllLt;Of~ BAA !.~ ItIC '{IMf 1.111 I ()C~ .II. Il.lt).i (11 "lfu~1 1.1' yeal l)(!l]IIIIIUltj Y"Il,."fl.l"'. 1.4, 1,..1'4..",. "-)CIB t"klll)1 M~ry 11. JUt"1 U";"ll. ~p,.,,,., I "..Iff~,.,,! l M, ! r~~"<!!,\ 1.1,1 rl~II'" H___ _ ___._ _ tfo{'l. ,lJJr."" (r,,,,,,~r .',<J ~'n'.1) II ~ .~. 't~/. .1-' 0 Bu. ~.I.II'..lr\K I,(;I,~ ,.",~rl,''''''II'J 35 5. Hosanna Sl e,t) "-~';n. di;;;'.i ,;it:(".-II l'~l'ii~.t'" ""."J~' ,l<JJ,." sU tr,,,il\l(hUll1o :"l.olll ,Jp(,,.J. Hummelslown ~ Du VOL' wlI/ll $3 lr) ljO IIJ 1I11~1 I"rld? II,] Otr,lwlLJlll, .!(iv. i,lll ~pol':ie w,,1l1 $3 II) I~J to Utl:.ltlll<l? 1 IX ~u\lJll.! 2 I' 3 I 4 i PA 17036 !~? ~10 -.2604,__._ 'pOll..'. 'oc;l" r..u!ttW H,",,", ,. 'j. -1ri",porta~il1- You must enler yaUl 50CI~1 5cc;ullly nutTll.lct(S) doo..e .... -q. --------. Vas No HolI 01#1. .., X 'Y.J....II ,~, c't.,ogfI - - - rfJUI ,., 0' 'NJc. yOIJI,,1tintI M<-lflIC,1111Irl<j 11)1111 (ell/frI (even.I only one fl<ld UlI;UITW) t.lUlh'!.J 1111111) ,,:,cpilI.Jle wlurn Liller ~j..lOll::'t.::" :";:,jn i.ll.love & hIll flalTlC lIerlJ ~ ---_.- -.------- Heal1 ul thJlljclllJI,1 (willI qwlitjlng pcr:>un). (Set: ltl:,ULA;tIOIl...) If Ult.: qu...hl)'llllJ f_l:l:'Otll:> il chllJ lJut not your tkp,~rldelll. ellie, till:;. t.l1"d'~ Il,Jllle hele .. 5 I OljoJlllylll(J AI,lnw(l:r} Wilt, tJL'!lclhlent Cllll11 (~'Cil~;I;~-II~i-l; tj;~~j ~-I~. (~-i~;~ ~~:>t;"~110;,;)---'- 6. IX I Your!illll, II fL.lIr !-Julerll (ur :..UII.etlflC cl:..u) C.:.!II t..lc.lUII you iJ:.... !JcpcIlIJl.!rll \,Ill rll~ UI tlo~r t.1~ Iclljrll dOIlUI"I..:!.:", [IU( 6a b U SpO~! c Depende:nts: (2)I)cpcl'kJcnl':> SOCI,]I ::,cculltl lllll 1ll;1~ ( (3) [)cp~IlJCl1r~ rcl.JIJor\:>lllp tu ,'ULJ d Total number cl e'Cln 11,0ns cl.Jlmel1 7 Wage:;, ~al.Jrle:;, Ip~, ~lc_ Att.lCh Formes) W 2 8. Tax.ble InllHe:.>1 AtliJcll SLllcJulc U IllcqUHcd b Tn-exempt llllete.>1 00 not 1I)Clllt1c ')\1 1111tl Ha 9 UHllr1<JlV dl\lldcnd.> AllJLlJ :..L1It:l.lI.I\: U lllcqlllled 10 r ....able ICllJrllh. I..ll:lJit:.., t,f IJlfscL dl 5tdlc (IJ),.) IV(;JlulLUlnC tJ~L':; (set: In:..t.l(l<:lll,II:.) 11 AllllloJ Ii tCI.CI~t:J 12 blJ;;,IIk::"~ ul(.;utl;e ,,( (I...,::..>) ,\lIJetl ~dledtJlc ~ tJr C II 13 CJI-Jlwl (jHllll (iJ:"~) ,.ll~d, :.JctlcJdlc D 14 OUlCI \]<111)5(;( i'0::'.>l:S) .;llJdl tWill .1/9/ 15. lut.:lIIRA (j1~tIlLl.!,,;tl'. 11511 I b r..H.Jtlle ilUluUrll (...1..:1: IU:,(I:..) 16. 1 utal jJel;5lUlla ~ <lllllllllll":~ _ '!!~_._ _ _ b I J..JtJle ~nhllJ111 (:"'Lt! t1l.11r;,) 17 Helllal r~dl c:...l.Jk, lU~dIlIC:", l'.:.srUlerstups, S corpor.:.sliOrl:", trll::.b. de. Alt...I-;n ~';lit:Lluk: [ 18 f~lI111 UI(()r111.: ,;1 \1,,:.....) :,11.1,.1, Sd,c.IIJIt: r 19 llnt:mploYlr,clll,,;;uI11:eIIJ,.Jll,11 20. SO<IJI s~uII11lot:I:t~!IIS I 2O!! __u_ _. _ u 21 Ulllt.' tt1~~;n!c II.l t.~e S. .,1I11Jl.lill ',t.'e 1l\~IIS 22 A\.JlJ Ul!: .,lIldlll,l.::, II' tilt"" "'I ""t,t t.i.,hlllln for lint!:) IltllCUt 11 21 Itll~ IS 'GIII lat.l income .. 23 IHA l1edll:ltun (::.i.:t.: lI~lIIKIII;! I~) 24 S tllt.lCI II IiJ",ll 1I1t.,:'L:.llkd,,.,,lI1,,l (:;ct.' I!ll)lrucllvrt..) 25 r.teLlle.11 :.....'11<]::. <..I\...."I.J,1 d\d,l~tl:;li .:l.lldcll t UIIll tkjjJ 26 r..1o"'ln~1 e'~)t;ll:"l:~ '\tt<..ldl t wrll J:A,IJ V One 11<-111,)1 :..L'l1 Cl!.1.)I,l,II:l!111 Li" '\tLh.11 Sdltllllle ~L 28 Sell erllplvleJ I e.I.U,II ,;,lll"l:"e LleJ'lCtlun (~l:t! 1l1:.lll"l,,)lb) 29 keuVh drll..1 .;.ell e1llpl-l.,.',l ~,tl' ill..) ~)ir..tPlE pl..i:b 30 Pell.Jlt/ Oil t:..Hlr ...111,,11.1"'1'<11,,1 '>,]\l1I1'j::' 31. A.lill\lJnr pJ1L1 b Httll'lt'iI[ ~ :,,tj ~ 32 .\,JJ llllt:~ iJ UIIl).,1ll1 ilJ 3351.1!t1,kllll,t'j.'IIOilllrlll'.., 1111'>b lilllld'uraled rossincom. For OI",IMufl. Privacy Ad.. .nd P.perwOlk Reduction Ad NoUn, ,.. inltrudiont. ____!!l_!.!!~~~~~~ t J:..l f. lOW I ~!>l I b r .J~,--,lJlc (InlOW II (~l:t: UI:"U~) 23 24 25 26 27 28 29 30 310 1/,,.,,,11' 'I......... l HI,.. ...... th".... .. -- 1...4.. -- N...'""., -. '(4)7:I--LWI:..r:H ..tI.~h""">Q lhdd . Iv" 101' th"d UI .tat r.. '~~~~I~~) e *.. ..t M.. .tatr..""\0 lIv.rcl., ..,. .- '--.nl..C... ._ ._I.NnKlOIlI) _ _ 0.,........ HlelOC _ _ ...N4 ..... A44 ......... -- ---- ukN4.. IIM'MIt. 7 8. l=~J CJ C] CJ ~ 1 ,f!. 63L 9 10 11 ____-.iQ~i6C 12 --- --_._-- 13 14 15b 16b 17 18 19 lOb - -------- 21 22 ------,.--- 32 ~ 33 34.903. 34.903 fOHn 1040 (1998) fOlln 1040 (I~"J~) Tax and Crodits r- ltandard Deduction 'or Mott Peopl. Slnglo: $4,250 Hcall of hOusotlOIlJ: $5,250 M,:mled filIng JOintly or QualifyIng wldow(el): $7,100 Marrteu Mln!] separately: $3,550 Olhor Taxos Paymonls Attach Forms W.2 and W 2G to page 1. Also altJch Form 1099 R If tax was withheld. Rotund Ha'le II directly deposlled! See Instructions and 1111 111 660, 66:. and 6&1, Amount You Owe Sign Here Jou11 retum? See InstllJctlOll~ Keep a copy lor )'OlU" recorJs Paid Proparer's UIO Only Mary f'rellJldel 34 Amoullllrl)IllIIlIC:l3 (,JJ'lr~kd CJro:,~ lneoma) , I' I 35, L11l,:llo. d. I! 'You \\L'lt: 1)//ul,ll.,;l, i lJlUIIJ, i J Spou!'e Wd.. LJ~luIJt;I, AtJLllllc flll/lltlel "I Iill'l::" l.rlt:l,;~1;1I ;Jllt'vu dud elllet IIlu hlldllluc '167-40-2604 34. Piil . 2 34,903-,- ! UI.I~1 ~ 35. L b II YUII dIU lIIarllc.J hlulY ..l!lo..aldlcl)' <J1)lj yOt. ~pu\l:.,e Ilclllllc:. IJt~(Jut.1IUI""" (II yOIl ""'010 oJ lhld' :>t,lhl:" dllcn. :..I:C IIl:1lHlCllan~ illllJ l;lIcck helll 36 l nlur II ,c "',g.. 1,1 Yt.ur itemized d.duc;tlon. Irum ~ctlOUlllu A. hnc ~~, Or It.ndard deduction ::,tlllWllllr\ 1I1l! Iell But :.>cc 1l1:.ltucllOl1~ 10 IlId yillll :>t.JrkJdII.J t!OdllcluUllf you dlCCkcO ~Ilf tlU_ (,n line 3501 at J~ or II ~umeollC can CloJlllI you a:, ,) Ocpcrk.Jt.:1l1 ~ulJlIoJct 111'10 JIj frulIlllIMl j,1 ~ 35b I ' 36 4 250, 'n 30,653. 38 2 700, 39 2 L!~L ~ 40 4.538, 'n 38 IIlmll J4 I~ SIJHOO fJl len nlulllp1r S2.1W br lhe tolal nUlIltJel 01 C1emphon~ LIJlmoo on IUle W Illwe H IS ove. S~l,4[)l. ~l'C III!: 'M.u~~ht'tl.n lhe lI1~liuLllans lot the ilnlounllo en lei 39 Tlublelncome. ~)llt/lttJtllll,C Ja IrUtrlllllC :J1. 1llllliJ J~ I~ 1Il0lC 111011 hnu J7, C'i!t:f 0 40 Till. ::itli': Ul:.,l1lK:l,ur~ l:IH.:l..k I' drlY I<JX hom "I IFulIll(~) ~I-l b I J fl.mn .bl.;! 41 Ctwll fi)1 ,rlll~ JIIlJ d(;~cl1dcl\l ~JIC cJpcll~e~ All.xh fOIl1'12441 ~L _____ __. 42 Cu!tM lut lhe cld.;f1r t.1 lhe 111~.JLkd AlIJeh SdoJule R 42 43 Cluld IdC CICtJlt (:.oCl! 1:I:>tJlJdl..m~) 43 44 [llucnltoll crcJ.t:i AI1<Jcll t (}fill 8&.:1 44 45 ALlOpllOll ueLlI!. /qloJdl furlll &UJ 45 46 fort:IYll tiJx CleLl11 Allcld. f UfIl 111L II reqlJilcd 46 47 OUICI. C111~Ck II 'lOrn " 'II t ulln 3800 b j J Fotm MJ% c I I fOlrrJ HOOI d f ulln (~r>cclff) 41 48 Ad~ IUlc~ .lllucugt, 4/ Jt.t:~1.: ..III.: )JUI (0111 credih _ _~ 49_ SulltJ.:Jl,;~.!!!~ .18 ~~~_~l~:!:! !!.~~~:1a I~ n~ ttldl~!!:. -l0. ~~: ~~._____. 50 Sell clIlpl(Jymt:nlliJx ,"..lb..rl ScllclJule SE 51 Allell\,jl,'o.t: flWurllLJlll l,p ~\II.Jct. form 6~51 52 Sac I'll ~ecJflll.lJl(J Mt.'lJlcJle IJ.ll)/1 tip lnCllmc nollepollt:d to cmptort:f AlIJLh form Hll 53 T dX en lRA5, uUl~r tetlrement pIJn~. and MSA~. Attacrl fotlll 53:"'9 II rcq\llretJ 54 Ad'liJncc eoJrnclllflConl~ (;ft.;JII IJdJ'lllcnts "ern ~ orltl(~) W 2 55 IkH.t.icllollJ ~rn~Joytncrill<J'c:", AUa';!l S'IICLlult: tI 56 Addll'lesHS5 IhtS1S~~!II.u 9 federallf"l:OmC tax WIUltlcltllrom furms W 2 and 1099 58 HfJa e~IIlTIJkd IJ.l pJrmerll~ .lnll JnloulIl JlJpllt'd ham 1997 felulll 591 hrned Income uedil Allxt. ~dltll~lt ~IC ,I you I\,;,ve J qu...lllrlllg ll\lld b NonlilxdtJlC C<J1 r led 111l..,,11l..:. ,j/nlJ(lnl . drld 'fIX: .. 60 AtJdll,lJll.:i1 ctllla ld' crt:LJ,1. :\Ilact. form Bdl2 61 62 63 48 ~ 49 50 51 52 53 54 55 ~ 56 4,538, 4 538, 57 58 ~,f36,- Amounl tJiJIJ wlltl I \JUIl -1HI.,y (rl'qlJt:~llul e"lelc..lufl) L..ce:..:> :.)uCI<.!1 :..t:l.lJlI1J cJlnJ 111(lA I<J'" WIUltICh.J (:.cc Hl~li~) UtIle. P\J)"rrlt:llb dlt'lk If 1l1;1Il . r ] ~oIl1l2-139 b ! -j I urlll.l1JL 59. 60 61 62 63 64 AdIJ I.IIC~ ';;/. ~, ~~d. <JnclU, UlrO(J'JIl 63 1tle~c iJrt: yuur .___ tot.1 payments _ _____ _ ~u______~__~__ ___ 65 1I1U1e lit l.i 1II0le UIJl1lllle~, $JLllJdllllt ~6lrom line &t ThiS IS Ihe Jlnuunl yuu Overplld 66. Amount olllf)l! tb you IYalll n,'unded to You . b Houtu tg numbl:l . d Account IllJrntJt:1 67 -..~noun~~ tine b~ ~ ~Jnl ~Plled' ~-;~; 19~ Esllrnd;dT-;;-_~,.-=-_..,,:,l.!? _.L ~ 64 65 --' .. 66. 3,236, . c Type. I J Cllt:!CkllH:l :.Ja"lng~ 68 If tU1e 56 I~ rmHe tt1oJllloIIC tH, ~uLI1<H;t III~ 64lrOOlllllC ~ rt\1~ I~ ltle Amount You Owe. fOI 1.l!:1.)lb vii tli.,W lu pcly, ::.ct. lIr.;ttudlur~ 69 [~tlOl.JletJ toJ. >t:1;.!:1 ~,b,,;, IClutll! Lllllre t.>B I 69 I ~ 611 ,. Und.f p.n.lt.", of pe'",,)' 1 de., 1.'1 "~ll t,~,. I...",,,,.d "., "Il..o,".nd '{[Ol""oI"Y'''IJ ",N.Ju", .,ld ,1<1"",.,,1\ .,Id I... ". bell ot my \o.l"lOIloledge.Ad bel,.1 ....Y 'f' 11\.., '<)If'" I .'.., '0"'11,.10, (........'.t.0" 01 p'ilpa'''I..'''' hn "-'payel)'" b.I\<<l un U ",1of"'.I....' ol...h...h p'ilp.",~, an, ~ llAU:",..flolll."" (,,,II ,...." VCl,'''lIL"" 0...1Im. T...phoI.. tt..mbe'I<I9llOnar) ~ ~ D.'. ~~l~~~~~~~ ;!~~!ne! $puuu, v< cup.""" Spo..~",-5~f,.~..'fl .k,nl i-l'-II."nBodl p,.\;,i ~~i' 0.1. Pf.pa.", StJIClal5<<ufl~ r-.o l'filP~'I' ~ .... ~"iI".t.".~. 'nmlo r~..",. I,,. .~,..." .f ,.n '"'P',,~.,JI .~"d.j,." ~ Self-pree~r~g .:,~~,~,~:.t~ 1.11 , ~h. tr~Al)II': lid I,"}!I r Ulnl 1040 (1~'-Ai)