HomeMy WebLinkAbout97-04129
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION-LAW IN DIVORCE
NO. 97-4129 CIVIL
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ROBERT BEVERLY EDMISTON,
Plaintiff
v.
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lrUii~~~t}~~J;J COUNTY
fChii::.rtlANIA
ELINOR STERN EDHISTON,
Defendant
PRAECIPE TO TRANSMIT RECORD
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HOWETr. KISSINGER" MILES. He.
1)0 W.\lHUT snEET
I'05T orne. BOX 810
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ROBERT BEVERLY EDMISTON, )
Plaintiff )
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v. ) NO,
)
ELINOR STERN EDMISTON, ) CIVIL ACTION - LAW
Defendant ) 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. You are warned that if you fail to do so, the case may
proceed without you and a decree of divorce or annulment may be
entered against you by the court, A judgment may also be entered
against you for any other claim or relief requested in these
papers by the Plaintiff, You may lose money or property or other
rights important to you, including custody or visitation of your
children,
When the ground for divorce is indignities or irretrievable
breakdown of the marriage, you may request marriage counselling.
A list of marriage counsellors is available in the Office of the
Prothonotary, Cumberland County Courthouse, 1 Courthouse Square,
carlisle, pennsylvania 17013,
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF
PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT
IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWyER AT ONCE, IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Lawyer Referral Service
Cumberland County Courthouse
Court Administrator, 4th Floor
1 Courthouse square
Carlisle, PA 17013
Telephone: (717) 240-6200
AMERICANS WITH DISABILITIES ACT OF 1990
The Court of Common Pleas of Cumberland County is required
by law to comply with the Americans with Disabilities Act of
1990. For information about accessible facilities and reasonable
accommodations available to disabled individuals having business
before the court, please contact our office, All arrangements
must be made at least 72 hours prior to any hearing or busin...
betore the court, You must attend the scheduled conference or
hearing,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ROBERT BEVERLY EDMISTON, i
Plaintiff )
)
v. ) NO, fi'! '1/ i " -S 1997
)
ELINOR STERN EDMISTON, ) CIVIL ACTION - I.AW
Defendant ) IN DIVORCE
COMPLAIIl'l' IN DIVORCE
Plaintiff Robert Beverly Edmiston, by and through his
counsel, Howett, Kissinger & Miles, P,C" hereby files this
Complaint in Divorce and in support thereof avers the following:
1, Plaintiff is Robert Beverly Edmiston an adult
individual who currently resides at 2 Pewter Lane, Boiling
Springs, CUmberland County, Pennsylvania, 17007,
2, Defendant is Elinor Stern Edmiston, an adult
individual who currently resides at Box 198, Midway, Utah, 84049,
J. The Plaintiff has been a RQDA ~ resident in the
Commonwealth of Pennsylvania for at least six (6) months
immediately previous to the filing of this Complaint,
4. The Plaintiff and Defendant were married on
Auqust 18, 1951 in State College, Pennsylvania.
5, Plaintiff avers that the children of this marriage
are adults,
6. There have been no prior actions for divorce or
for annulment of the mdrriage between the parties instituted by
either of them in this jurisdiction. However, Plaintiff believes
Defendant has commenced a divorce action in the state of Utah
although he has not yet been served with such an action,
7, Neither Plaintiff nor Defendant is in the military
or naval service of the united States or its allies within the
provisions of the Soldiers' and Sailors' civil Relief Act of the
Congress of 1940 and its amendments,
8, Plaintiff has been advised that counselling is
available and that Plaintiff may have the right to request that
the court require the parties to participate in counselling,
9. The marriage of the parties is irretrievably
broken,
10, The parties have lived separate and apart since in
or about December 28, 1995,
11, Plaintiff requests the court to enter a decree of
divorce,
COUNT I - EOUITABLE DISTRIBUTION
12, The prior paragraphs of this Complaint are
incorporated herein by reference thereto,
13, Plaintiff and Defendant have legally and
beneficially acquired property, both real and per$onal, during
their marriage, which property is "marital property,"
WHEREFORE, Plaintiff requests the Court to equitably divide
all marital property,
Date:
Respectfully submitted,
I. ~',
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Jotm, , Howett, Jr.:.) ire
HOWETT, KISSINGER ~ MILES, P.C.
130 Walnut street/P,O, Box 810
Harrisburg, PA 17108
Telephone: 717/234-2616
Counsel for Plaintiff
Robert Beverly Edmiston
IN THE COURT OF CONI-ION PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW IN DIVORCE
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ROBERT BEVERLY EDNISTON.
Plaintiff
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ELINOR STERN EDNISTON.
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COOPLAINT IN DIVORCE
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVNIA
CIVIL ACTION-LAW IN DIVORCE
NO. 97-4129 CIVIL
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ROBERT BEVERLY EDHISTON,
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ELINOR STERN EDMISTON,
Defendant
PLAINITFF'S AFFIDAVIT OF CONSENT
AND WAIVER OF <XlUNSELING
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA
ROBERT BEVERLY EDMISTON,
PlaintilT
)
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)
)
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)
CIVIL ACTION - LAW
IN DIVORCE
v,
NO. 97-4129 CIVIL
ELINOR STERN EDMISTON,
Defendant
DEFENDANT'S AFFIDAVIT OF CONSENT
AND WAIVER OF COUNSELING
I. A complaint in divorce under ~3301(c) of the Divorce Code was filed on
July 29,1997,
2. The marriage of Plain tilT and Defendant is irretrievably broken. and ninety
days have elapsed from the date of filing and service of the complaint.
3, I consent to the entry of a final decree in di\'orce after service of notice of
intention to request entry of the decree,
I verify that the statements made in this Affidavit are true and correct. I understand that
faIse statements herein are made subject to the penalties of 18 Pa C,S.A. ~4904, relating to
unsworn falsification to aumorities,
Date:
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Elinor Stem Edmiston, Defendant
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION-LAW IN DIVORCE
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ROBERT BEVERLY EDMISTON,
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ELINOR STERN EDMISTON.
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WAIVER OF NOTICE OF INTENTION TO
R UEST ENTRY OF A DIVORCE DECREE
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY , PENNSYLVANIA
ROBERT BEVERLY EDMISTON.
Plaintiff
v,
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)
NO. 97-4129 CIVIL
ELINOR STERN EDMISTON.
Defendant
CIVIL ACTION - LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REOUEST
ENTRY OF A DIVORCE DECREE UNDER
6JJOHt) OF THE DIVORCE CODE
I. I consent to the entry of a linal decree of divorce without notice,
2, I understand that I may lose rights concerning alimony, division of
property, lawyer's fees or expenses if I do not claim thern before a divorce is granted,
J. I understand that I will not be divorced until a divorce decree is entered by
the Court and that a copy of the decree will be sent to me immediately after it is filed with the
prothonotary.
I verify that the statements madc in this affida\'it an; In,\, "no \'''IT\,'!;\' I
understand that false statements herein are made subject 10 the penahies of 18 Pa,C,S, f4904
relating to unsworn falsilication to authorities,
Date:
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Elinor Stern Edmiston, Defendant
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ROBERT BEVERLY EDMISTON, )
Plaintiff )
)
v. ) NO, 97-4129 CIVIL
)
ELINOR STERN EDMISTON, ) CIVIL ACTION - LAW
Defendant ) IN DIVORCE
APPIDAVIT OP SlaVICI
COMMONWEALTH OF PENNSYLVANIA )
) SS.
COUNTY OF DAUPHIN )
John C, Howett, Jr" being duly sworn according to law,
deposes and says that he is an attorney at law authorized to
practice in the Commonwealth of Pennsylvania, and that on the
31st day of July, 1997 he sent the original of the attached
letter, with which was enclosed a certified, time-stamped copy of
the Complaint in Divorce in the above captioned matter, properly
endorsed, to the Defendant, Elinor Stern Edmiston, by certified
mail, postage prepaid, return receipt requested, restricted
delivery, pursuant to Pa.R.C.P, 1930.4, to Box 198, Midway, Utah,
84049, the Defendant's last known address, and that the return
receipt card which was signed by Elinor S, Edmiston, marked as
having been delivered to her on August 4, 1997, is attached
hereto and made a part hereof,
I
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John C. owett, Jr.t Esqu
HOWETT,/ ISSINGER , MILES,
130 Walnut Street
p, 0, Box 810
Harrisburg, PA 17108
Telephone: (717) 234-2616
Attorney I,D, '20092
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IN WI:; WUKT m W~IMUN PLEAS m II
CUHBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION-LAW IN DIVORCE
NO, 97-4129 CIVIL
FiLED-OFFICE
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ROBERT BEVERLY EDHISTON,
Plaintiff
ELINOR STERN EDMISTON,
Defendant
AFFIDAVIT OF SERVICE
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ROBERT BEVERLY EDMISTON, IN THE COURT OF COMMON PLEAS OF
Plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA
.
,
.
vs. , NO, 97 - 4129 CIVIL
.
,
.
ELINOR STERN EDMISTON, .
.
Defendant , IN DIVORCE
.
THE MASTER: Today is Wednesday, September 29,
1999. This is the date set for a conference with counsel and
the parties in the above captioned divorce proceedings. Present
in the hearing room are the Plaintiff, Robert Beverly Edmiston,
and his counsel Cindy S, Conley, and the Defendant, Elinor Stern
Edmiston, and her counsel John J. Connelly, Jr.
A divorce decree was entered on July 21, 1999, by
Judge Guido preserving the economic claim of equitable
distribution which is the claim currently pending before the
Master,
Counsel ancl the parties have advised that after
negotiations this morning they have reached an agreement with
respect to the economic claim of equitable distribution, which
they are going place on the record, Thp. agreement as stated on
the record will be considered the substantive agreement of the
parties not subject to any changes or modifications except for
correction of typographical errors which may be made during the
transcription. Counsel will have an opportunity with their
clients to review the draft of the agreement and make correction
of typographical errors as required. After the corrections have
been made we will determine whether or not we are going to have
the parties sign the agreement by way of affirmation of the
terms or whether the agreement will simply be sent to the Court
without signatures but with the understanding that the agreement
on the record cannot be substantively changed, Counsel may also
decide that they will want to prepare a supplemental agreement
for the signature of the parties at a later time, Mr, Connelly,
MR, CONNELLY: The parties have reached an
agreement on the division of their property. Wife, Elinor
Edmiston, will retain the following assets as her sole and
separate property:
1. The proceeds from the sale of the marital residence which
she received at the time of the sale of the marital
residence in 199~, the amount designated for the proceeds
being $59,044,37,
2. Wife will retain sule ownerShip of two properties located
in Midway, Utah, 475 Rainrow Lane, which is her present
residence and 501 Rainbow Lane, a property that is now
listed for sale, No value has been identified for the
501 Rainbow Lane property although it is presently listed
for sale at a listing price of $650,000.00, There is a
mortgage balance against that property in the amount of
$312,000.00, She will alno retain, as indicated, 457
Rainbow Lane, Midway, Utah, with a value of $254,647.00
and a mortgage balance of approximately $45,700.00.
The Rainbow Lane property is subject to the existing
mortgage and wife will indemnify and hold harmless
husband on the said mortgage and make payments in a
timely fashion.
3. Wife will also rf,tain as her sole and separate property
her Merrill Lynch IRA with a value designated at
$15,160,00; her ILS American Express fund with a value of
$142,180,19; and fun~s advanced to her from the Merrill
Lynch joint CMA account in the amount of $324,563.82.
4, The parties will ~qually divide husband's pension
benefits through Blue Cross and Blue Shield. There are
two benefits which total approximately $4,400.00 per
month of which wife is receiving $2,200,00, There is a
50\ joint survivor annuity on each of those benefits and
upon the death of husband, wife will continue to receive
the $2,200,00 per month payment,
The parties will execute QDROs necessary to specifically
assign 1/2 of the benefit each month from both of those
pensions to wife individually, In the event wife
predeceases husband, her portion of the benefit shall
revert to husband as his separate property.
Until each QDRO is in place with Mass Mutual, husband
will continue to make the $2,200,00 a month payment
directly to wife, This will be an alimony pendente lite
payment since ultimately the payment received by wife
will be taxable to her.
S. The $312,000,00 on the Utah property requires a monthly
payment of $2,396.80 per ~onth. This payment is to
begin in september 1999 and the parties have authorized
Merrill Lynch to advance from the joint cash management
account, No, 87233719, the $2,396.80 per month for a
period of 15 months, From the September 1st 1999 payment
forward, wife will reimburse husband for each of those
monthly payments, The payments shall terminate at the
end of 15 months and in the event the 501 Rainbow Lane
property is not sold by that time, wife shall begin
paying back to husband the total amount of the payments
for the 15 month period at 7\ interest amortized over 15
years, Wife also will immediately, at the end of the 15
month period, arrange to have the property auctioned or
have husband's name removed from the mortgage and
continue to retai~ sole ownership of the property.
In order to insure the continuing mortgage payments, the
parties agree that the joint CMA account, referred to
previously, shall have a balance in it of $35,952.00
representing the monthly m~rtgage payment, $2,396.802
x 15 months, The remaining monies in the CMA account
shall be the sole and separate property of husband and
shall be moved out of that account into a separate
account in his name only; that will be referred to
subsequently in property retained by husband,
In the event of the death of husband prior to the
completion of the terms of the agreement, wife agrees
that she shall pay to husbandts estate any payments dues
,
per the provisions relating to the mortgage payments over
the 15 month period, Any monies left in the joint
account, in the event the house sells prior to the end of
the 15 month period, will remain the separate property of
husband pursuant to the equitable distribution provisions
of the agreement,
In order to secure the $35,952,00 potential advance under
the Merrill Lynch cash management account, wife agrees to
grant to husband, upon the transfer of title of both the
457 Rainbow Lane Midway, Utah property and the 501
Rainbow Lane, Mi~way, Utah property, a mortgage against
each of those properties in that total amount of money,
The balance due on that mortgage may be less than that
figure in the event the house is sold prior to the end of
the 15 months and the mortgage will reflect the fact that
the balance due is the nu~ber of payments times the
number of months the paymp.nts were advanced in the event
the property is solu prior to the end of 15 month period,
6, Husband shall retain as his sole and separate property
the balance in the Merrill Lynch cash management account
after the set aside of the $35,952,00, The balance in
the said account as of August 31, 1999, being
$473,294,00,
7, In addition, husband shall retain his Merrill Lynch IRA
valued at $150,011.00 and shall retain funds removed by
him from the joint CMA account in the amount of
$124,904,10,
8. Wife shall be respor.sible for the preparation of the
deeds and mortgages on the utah properties and husband
shall be responsible for the cost of preparation of
the QDROs to divide the pension benefits.
9, The parties have, to theil mutual satisfaction, divided
all of their personal property, and all property in the
possession of each party remains their sole and separate
property as of the date o~ this agreement,
10. In addition, the parties have executed today
authorization to Merrill Lynch to begin advancing the
$2,396.80 to Equity One Incorporated, the mortgage
company, on a monthly basis, The initial document
signed advances the monthly payment for September of 1999
and the second document signed authorizes the advance on
a monthly basis, ,Obviously subject to the terms of the
agreement, I
i
.
.
MS. EDMISTON: Yes,
MR. CONNELLY: 00 you understand that this is the
final agreement and cannot be changed after these proceedings
are completed today?
MS, EDMISTON: I understand,
MR. CONNELLY: 00 you believe the agreement is fair
and reasonable and it is in your best interest to complete this
matter?
MS. EDMISTON: Yes,
MS. CONLEY: Or. Edmiston, have you been here today
while we dictated the terms and conditions of this agreement?
OR, EDMISTON: Yes.
MS. CONLEY: 00 you understand the terms and
conditions of this agreement?
OR. EDMISTON: Yes, I do,
MS. CONLEY: 00 you understand that this is your
final agreement and that you cannot change it after today?
OR. EDMISTON: I understand.
MS. CONLEY: And you are ertering into this
agreement voluntarily?
OR. EDMISTON: Yes.
MS. CONLEY: And do you believe it to be fair?
DR. EDMISTON: I believe it to be fair.
RJBERT BEVERLY EI:MISTON,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
:
CIVIL ACTION - LAW
vs,
NO, 97 - 4129
CIVIL
19
ELIOOR Sf ERN Er.folIsroN,
Deft!lldant
: IN DIVORCE
STATUS SHEET
DATE:
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ROBERT BEVERLY EDMISTON,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
,
.
VS.
: CIVIL ACTION - LAW
: NO. 97 - 4129 CIVIL
ELINOR STERN EDMISTON,
Defendant
: IN DIVORCE
NOTICE OF PRE-HEARING CONFERENCE
TO: John C, Howett, Jr.,
, Counsel for Plaintiff
, Counsel for Defendant
John J. Connelly, Jr.
A pre-hearinq conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover Street, Carlisle,
Pennsylvania, on the 28th day of July, 1998, 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 hearinq.
Very truly yours,
Date of Notice: 5/21/98
E, Robert Elicker, II
Divorce Master
John C. Howett, Jr., Attorney for Plaintiff, filed a pre-trial
state.ent on Hay 5, 1998,
John J. Connelly, Jr., Attorney for Defendant, has not filed a
pre-trial state.ent as of the date of this notice.
I'\WlllIll'l'lll
1I0Wt:T1~ KIS8INGt;U & MIU;S, He.
I hl WAI Nt't sIRn-.J
IIOST OHll'l: 1I0X Mhl
IlARKI"'III'fllO. rfSS'UVASIA lill'"
JOliN l'. 1I0WETT. JR,
110NAUl T, KISSI!Io<;ER
PATRICIA A, MILES
l'lNI1Y S, l'ONLEr
171n ZI.f.Zf,1f1
January 20, 1999
tAX 171i) H.f.'Ul'l
11EPRA M, SIIIMI\
.r,.lIIAuilunl
E. Robert Elicker, II, Esquire
Office of Divoree Master
9 North Hanover Street
Carlisle, P A 17013
Re: Edmis/oll ". Edmistoll
No, 97.4/29 - J>j\Y)rC'I!
Dear Mr, Elicker:
On October S, 1998. I forwarded a leller to you indicating that all
outstanding issues relative to the above-referenced divorce mailer had been settled
although not yet reduced to writing, Since that date, the parties have been
unsuccessful in reducing their agreement 10 writing. Accordingly. I would request
that another settlement conference (one was originally scheduled for October 7,
1998) be rescheduled as soon as possible and if that does not result in an
agreement, that Divorce Masters Hearings be scheduled.
Thank you for your consideration of this mailer.
Very truly yours,
C~~:~.~C~y' '>'7
CSCitjn
cc: Dr. Robert 8, Edmiston
John J. COMelly, Jr.. Esquire
ROBERT BEVERLY EDMISTON, . IN THE COURT OF COMMON PLEAS OF
,
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
VB. , CIVIL ACTION - LAW
,
:
: NO, 97 - 4129 CIVIL
ELINOR STERN EDMISTON, .
.
Defendant : IN DIVORCE
CONFERENCE WITH
COUNSEL AND PARTIES
TO: Cindy S. conley
Robert Beverly Edmiston
John J, Connelly, Jr,
Elinor Stern Edmiston
, Counsel for Plaintiff
, plaintiff
, Counsel for Defendant
, Defendant
A conference has been scheduled at the Office of
the Divorce Master, 9 North Hanover Street, Carlisle,
Pennsylvania, on the
7th day of April, 1999, at 9:30 a.m.,
with counsel and the parties to discuss the outstandinq economic
issues to determine if there is a basis of settlement of claims,
If issues remain after the conference, a hearinq will be
scheduled at another date.
Very truly yours,
Date of Notice: 2/23/99
E. Robert Elicker, II
Divorce Master
Joseph T. Dunbeck. Jr, '", ,
,,.- '--
AI/11m<:\, III hill' , , .-
( "0,
S I West Center Street ,~
.-
Heber Ciay, UT 84032 /
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E. Robert Elic:ker, II
Divorce Master
9 North Hanover Street .'
Carlisle, P A 17013
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4. Until final economic resolution and in the event either party remarries, such party
shall enter into a pre-marital agreement with his or her intended spouse. In the pre-marital
agreement, the intended spouse shall waive any and all rights to so much of the parties' marital
property as is ultimately awarded to the non-marrying party by final order of court determining
economic claims incident to the divorce action. The pre-marital agreement shall specifically
provide that the intended spouse shall execute, after marriage, any documents required under the
retirement equity act to effectuate the purpose of this stipulation and order. The marrying party
shall provide counsel for the non-marrying party a copy of the applicable portions of the
agreement which confirms compliance with this paragraph and the signature page of the
agreement itself.
S. Both parties shall file their Affidavits of Consent, consenting to the entry of a
final decree in divorce as well as their Waiver ofN"Iiee of/ntent to Request Entry of Divorce
Decree within ten (10) days of the date of the Stipulation for Bifurcation, forward said
documents to Husband's counsel and Husband's counsel will prepare the documents necessary to
obtain the final divorce decree. Until further agreement of the parties' and/or Order of Court,
Husband shall maintain Wife as the death beneficiary on his Pennsylvania Blue Cross pension
and the Prudential annuity.
6. The parties' and their counsel acknowledge that since separation, Husband has
been paying to Wife as spousal support, the sum of 52,200.00 per month. The parties' agree that
said payment shall continue as alimony pendente lile following entry of the divorce decree in this
matter until agreement of the parties', further order of court. or final economic resolution of this
case. The said amount represents one-half of the monthly benefits recei\'ed by Husband from
2
the Pennsylvania Bluc Cross pcnsion and the Prudcntial annuity rcferrcd to in paragraph S
hereto.
7. Thc partics' shall takc all steps necessary to immediately list the ncwly
constructed Utah property for salc with real estate agent Denise Peck or anothcr real estate agent
mutually aeceptablc to both partics or in thc evcnt the parties' are unable to agrec, by a real estate
agent chosen by counsel for both parties, at a list price recommended by the listing real estate
agent and that said house shall continue to be listed for sale until it is sold.
8. Pending sale of the ncwly constructed Utah property, the parties' acknowledge
and agree that the monthly interest payments due on the construction loan associated with that
property shall be paid out ofthe joint Merrill lynch CMA account without r-rejudice to either
party's rights in equitable distribution.
9. This Stipulation for Bifurcation shall be entered as an Order of Court.
IN WITNESS WHEREOF. counsel for both parties intending to legally bind their
respective clients and representing that they have the authority to do so, have signed, sealed and
acknowledged this Stipulation.
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PYS510
1997-04129
Cumberland County Prothonotary's Office
Civil Case Inquiry
EDMISTON ROBERT BEVERLY (vs) EDMISTON ELINOR STERN
Page
1
Reference No..:
Case Type.....: COMPLAINT - DIVORCE
Judgment... ...: .00
Judge Assigned: GUIDO EDWARD E
Disposed Desc.:
------------ Case Comments -------------
Filed........ :
Time......... :
Execution Date
Jury Trial. .. .
Disposed Date.
Higher Crt 1.:
Higher Crt 2.:
7/29/1997
3:52
0/00/0000
0/00/0000
..........*****......*.......................*....**.....**..****......*.**.****
General Index Attorney Info
EDMISTON ROBERT BEVERLY PLAINTIFF HOWETT JOHN C JR
2 PEWTER LANE
BOILING SPRINGS PA 17007
EDMISTON ELINOR STERN DEFENDANT CONNELLY JOHN J JR
BOX 198
MIDWAY UT 84049
..*...........*.*.............*..***......**..*..*..*********.*.*****.**.****.**
* Date Entries *
.*...***..*****..*...******.**************.****.*****..****.****.***.*.**.******
7/29/1997
8/14/1997
2/04/1998
2/05/1998
3/18/1998
5/05/1998
2/19/1999
3/03/1999
4/22/1999
4/27/1999
5/19/1999
5/19/1999
5/19/1999
5/21/1999
5/25/1999
6/18/1999
7/15/1999
7/15/1999
7/16/1999
- - - - - - - - - - - - - FIRST ENTRY - - - - - - - - - - - - - -
COMPLAINT - DIVORCE - 1 ADDL COUNT EQUITABLE DISTRIBUTION
-------------------------------------------------------------------
AFFIDAVIT OF SERVICE
-------------------------------------------------------------------
MOTION FOR APPOINTMENT OF DIVORCE MASTER
-------------------------------------------------------------------
ORDER OF COURT APPOINTING E ROBERT ELICKER ESQ AS MASTER
-------------------------------------------------------------------
PRAECIPE FOR ENTRY OF APPEARANCE FOR DEFT BY JOHN J CONNELY JR ESQ
-------------------------------------------------------------------
PLAINTIFF'S PRE-TRIAL STATEMENT IN COMPLIANCE WITH PA RCP 1920.33 B
-------------------------------------------------------------------
PETITION FOR BIFURCATION
-------------------------------------------------------------------
RULE TO SHOW CAUSE - DATED 3/3/99 - IN RE PETITION FOR BIFURCATION-
RULE IS ENTERED UPON DEFENDANT/RESPONDENT RETURNABLE 4/30/99 9 AM
CR 5 - BY EDWARD E GUIDO J - NOTICE MAILED 3/3/99
-------------------------------------------------------------------
PETITION FOR SPECIAL RELIEF PURSUANT TO 23 PA CSA 3323(F) AND PA
RCP 1920.43
-------------------------------------------------------------------
ORDER - DATED 4/27/99 - IN RE PETITION FOR SPECIAL RELIEF - HEARING
TO ADDRESS PETITION TO OCCUR AT THE SAME TIME AS THE BIFURCATION
HEARING 4/30/99 9 AM - BY EDWARD E GUIDO J - NOTICE MAILED 4/27/99
-------------------------------------------------------------------
AFFIDAVIT OF CONSENT - PLAINTIFF
-------------------------------------------------------------------
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIV DECREE-PLFF
-------------------------------------------------------------------
WAIVER OF COUNSELING - PLAINTIFF
-------------------------------------------------------------------
STIPULATION FOR BIFURCATION
-------------------------------------------------------------------
ORDER - DATED 5/24/99 - IN RE STIPULATION FOR BIFURCATION - ADOPTED
AS AN ORDER OF COURT - BY EDWARD E GUIDO J - NOTICE MAILED 5/25/99
-------------------------------------------------------------------
PLAINTIFF'S AFFIDAVIT UNDER SECTION 3301(D)
-------------------------------------------------------------------
AFFIDAVIT OF CONSENT - DEFENDANT
AND WAIVER OF COUNSELING
-------------------------------------------------------------------
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIV DECREE-DEFT
-------------------------------------------------------------------
PRAECIPE TO TRANSMIT RECORD
- - - - - - - - - - - - - - LAST ENTRY - - - - - - - - - - - - - -
.*.*.******..***..........*.**..**...**.....***.**.*.*....*.**_....*......*.....
* Escrow Information .
* Fees' Debits Bea Bal PVlllts/Ad1 End Bal *
*.**.**..*.*.....*.......*...........*..*,-**._-,.***............_t............*
IN THE COURT OF CmlMON PLEAS OF
CL~ERLAND COUNTY, PENNSYLVANIA
ROBERT BEVERLY EDMISTON
Plaintiff
vs.
ELINOR STERN EDMISTON
97-4129 Civil
19
NO.
Defendant
MOTION FOR APPOINTMENT OF MASTER
Robert Beverly Edmiston (Plaintiff) (~~flljJ~,
a master with respect to the following claims:
( X) Divorce
( ) Annulment
( ) Alimony
( ) Alimony Pendente Lite
moves the court to appoint
( X)
( )
( )
( )
Distribution of Property
Support
Counsel Fees
Costs and Expenses
and in support of the motion states:
(1) Discovery is complete as to the c1aims(s) for which the
appointment of a master is requested.
(2) The defendant (\1.) (has not) appeared in the action (personally)
(by his attorney, ,Esquire).
()) The staturory ground(s) for divorce (is) (are) ~)301(c)
(4) Delete the inapplicable paragraph(s):
~ The action is not contested.
~ An agreement has been reached with respect to the
following claims:
(c) The action is eonte.ted with respect to the following
alvorce and equitable distribution
(5) The action (involves) (~~~) complex issues of law
claims:
or fact.
Date: February 3, 1998
(days) .
two
(6) The hearing is expected
(7) Additional information,
AND NOWg-> O~~9
is appointed master with respect to
Esquire,
J
.
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LAW OmCE
JAMES. SMITH, DulOON & CONNELLY
P. o. BOX 6.lO
HERSHEY. PENNSYLVANIA 1'/U3J.0650
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JAMES, SMITlI. DUIpUN .t CONNElLY
P. o. BOX 6.!JO
HERSHEY. PENNSYLVANIA 1703~
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DATE OF PORTION LIENS OR
1. ua1 ~
13. I"~ Ford Unknown N/A
Aerolter un
14. 1992 Jeep CHI Unknown
Gund Cherokee
III. NON-MARITAL ASSET
VAUJATrnN
Not~-MARITAL
rNCUMRP.ANCf:~
No
No
N/A
No
No
DATE OF LIENS OR
1. wn YAIol4 VAlUATION tNCt.JMBRANC~
1. Z Pewter Line fH) Unknown N/A Yes
80111n9 Springs. PA
2. COIllIIllun1ty First $100.00 5198 NIA
National Bank eW} <<approK. )
3. Coa.unity First SI.OOO.OO 5198 N/A
National lank IV) lapprolt.)
IV. WITNESSES
At the present time, the parties are the only witnesses,
however Wife reserves the right to amend this answer.
V. EXHIBITS
Exhibits to be provided at trial.
VI. WIFE'S INCOME
nSOURer.
~LY
1.
Social Security
S 5]1. 00
2.
Spou.al Support
52 200 DO
TOTAL
$2.1H.00
VII. UPF.NS~
Information reqardinq Wife's expenses will be presented at
trial.
rcfcrred to thc University of Pennsylvania in October 1996 for pallidotomy. Despitc surgery, thc
paticnt still requircs nursing care and a trained carcgiver."
Ncither party commenccd support proceedings, howevcr, Husband has, sincc separation,
paid Wife $2,200 per month.
In approximately Dccembcr of 1996, following thc sale ofthc parties' marital residence,
Wife moved to the partics' Utah rental home in Midway, Utah where she has resided ever since
rent-free. In approximatcly June of 1997, Wife commcnced a divorce action in Wasatch County,
Utah. Thereafter, Husband contested Utah's personal jurisdiction ovcr him. Pursuant to order of
court dated Deccmber 18, 1997, the Utah divorce action was dismissed for lack of personal
jurisdiction over Husband.
On July 29,1997, Husband filed a Complaint in Divorce in the Court of Common Pleas
of Cumberland County, Pennsylvania. In his complaint. Husband requested that a divorce be
granted and raised the issue of equitable distribution.
Said divorce complaint was served by certified mail upon Wife on August 4, 1997. On
February 4, 1998, Husband filed a Motion for Appointment of Master for the issues of divorce
and distribution of property. Thereafter, a divorce master was appointed and directed that both
parties file pre-trial statements pursuant to Pa.R,C.P. 1920.33(b).
II. MARIT At ASSETS
See chart next page.
2
.. oi"_'i* _.~ --'.:- .
Proceeds of Sale of Mantal $ 59.04437 121296 No !':o
ReSidence l'Iu5 accrued
interest
2 Ulah Rentalllome l'nknown N.'A No Yes
Midway. elah
3 N<w t:lah 1I0me Unknown NA So Yes
MIdway. Ulah
4 W', M<rnlll)'nch IRA $ 17,418 8i 30/96 Yes 1'0
Accounl#872.71477
5 'I's M<rnlll)'nch IRA $148.878 8,3096 So So
Accounl #872-71476
6 \t<rrilllynch CMA $562.301 1/31,97 No No
Account #872.33719
7 IOS American hpr<ss $ 7.180,19 12,12.'97 No No
Mulual Fund Account
#0014337128640002
8 Funds R<mO\'<d from $135.000 Curr<nt No So
IOS'Al11<nean hpr<ss
Account by W
9 Funds R<l1IO\'<d from Tob< NA So So
~l<rnlll.)'l1ch CMA by W Pro,ided
10 Funds R<l1lO\'ed from Tob< SA So So
M<rnlll.ynch CMA by II Pronded
II lI's P<Ms)'h'ania B1u< l'nlnO\\'l1 SA So No
Cross P<nSlon
12 Prud<ntial ,\nnuIlY l'nknow n S'A No No
13 1995 Ford A<rostar t'nkn"wn SA So No
"
III. NON-MARITAl. ASSnS
DATE OF
UENS OR
2 ,....,. ler Lan<
\ 'nknn","
SA
Yes
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.
IV WITNESSES
A. Expcrt Witncsscs. Maria \1ichalek, M.D., Medical Arts Building, 890 Poplar
Church Road, Suite 107, Camp Hill, Pennsylvania. 17011. Dr. Michalck will testify as to thc
progression of Husband's Parkinson's Disease and the limitations this disease currently places on
Husband and will place on Husband in the futurc.
B. lav Witnesses. Nonc anticipated othcr than the parties.
Husband reserves the right to call rebuttal witnesses not identi fied.
V. EXHIBITS
A. December 12, 1996 settlement sheet evidencing the proceeds received from the
sale of the marital home. (copy attached)
B. letter dated January 21, 1997 from Sandra l. Meilton, Esquire, Wife's previous
counsel, to Husband's counsel, indicating that the proceeds of sale of the marital residence were
in Wife's possession and that she had opened an account and deposited the proceeds into that
account. (copy attached)
C. Amortization schedule for the Verda Edmiston mortgage. (copy attached)
D. Republic Mortgage Company statement of current amount owed on mortgage
attached to Utah rental house. (to be provided)
E. Republic Mortgage Company statement of current amount owed on mortgage
attached to the ncw Utah house. (to be provided)
F. Statement evidencing current balance of Wife's Merrill lynch IRA. (to be
provided)
4
G. Currcnt statcmcnt evidcncing currcnt balancc in Husband's Merrill lynch IRA.
(to bc providcd)
H. Mcrrilllynch CMA account statements from January I, 1996 through the prcsent
date. (to be provided)
I. Summary of checks written and withdrawals taken from the Merrill lynch CMA
account from January I. 1996 to the present. (to be provided)
J. American Express/IDS statement of December 12, 1997. (copy attached)
K. Copies of four checks evidencing thc post-separation withdrawal of S 135,000
from the IDS/American Express account by Wife. (copies attached)
l. Copy of notice of retirement and election of method of payment in regard to
Husband's Pennsylvania Blue Shield retirement benefit. (copy attached)
M. Memo from Carolyn Cridler Smith of December 18, 1992 in regard to the
deferred compensation supplemental plan. (copy attached)
N. January 7,1997 Prudential letter re Prudential annuity. (copy attached)
O. October 6, 1997 letter from Maria Michalek. M.D. (copy attached)
Husband reserves the right to introduce rebuttal exhibits not yet identified.
VI, HUSBAND'S GROSS INCOME
B1u~ Shield Pmsion
lXfnml Compensation Suppl~m~nlal Plan
PYud~ntlal AnnUity
53.635,03
52n38
5 773.00
s
AMOUNT
AND EVIDENCE
DATES OF OFFERED
DEBT AS DATE DEBT INmAL PYMT. IN
AMOUNT OF D,O.S. 1NCURlW> AMOUNT PURPOSE SINCE SUPPORT
Verda S4-I.77S40 Unknown When Utah S4S.tKKI To Purchase Debt Debt
Edmiston as of 1/6/96 Ren..lllouse Utah Renlal t'orgl\'cn as amortl/atlon
Mong.ge Purchased 1I0use of FebrlW)' Table
19')8 Schedule
Republic llnLno\\n llnknoYt n When Utah SSIl.tKMI To Purchase To be To be
Mong.ge Rent.lllouse Utah Rental Pro'ldcd Pro\lded
Co, Purchased 1I0use
Republic Unknown .0- Appro\lnlatcly Appro.lmale To BUIld Unkno\lrn, To be
Mong.ge 1'97 lyS3flO.OIKI NC\\' Utah information Pro,ided
Co, llouse in W'~I
XII PROPOSED RESOLUTION
Husband proposes that the marital assets be divided with him receiving sixty.five percent
(6S~O) and Wife receiving thirty-five percent (35%).
Respectfully submitted,
Date:
5/1/98
J(~
J . Howett, Jr., EsqUire
HOWETT, KISSINGER & MilES. P.C.
130 Walnut Street
P.O. Box 810
Harrisburg. P A 17108
Telephone: 717-234-2616
Counsel for Plaintiff
Robert Be\'erly Edmiston
7
1\. SETTLEMENT. ST1\'!:EMENT
II fl 1I1~1'^'nHtlH OF Iloun I UtJ
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II. TnE OF WNl
l. II FIlA ,. I I FolIA I. IXI COIIV. unh'I" FILE NUHRER 17' LOM HlIHDER B. MORTOAGE J tiS CASE NUHBER
t, 11 v. " I I Cunv, IIUI. PI0101S UOH 11
C. tfOTE1Thh rO.M h furnhh,.d to glVf!' you . .tallPIIlf"nt (If actual ..tthfllellt coat.. Amountl paid to and by the ~ettlp.m"nt a9~nt
'1. _hawn. Itp",. ...Iuod -IIOCI- well! pltld Clut.ld" the c1oeJfl(jl lhf'Y are ahown here for inlorNtlonal purpoeea and are
no' tnehutl'd In t11. Ihld'It, .., OS.IS (l/rYFER ,IIUD/Pl0101 51
-.
0, HMr. AND ADURESS OF IKIRMUHt:H ., "NtR AHO ",bONGSS QF HELLER F. HN1R AND M)I)'U:SI) OF U.:rUlEH
J, OOUCIASS PYFER and ROUF.AT A. EtA11 ATOM and C'OUtITRYMIDE If0HE LlJN.S. ItIC.
PACtIEL K. PYFER ELINOR B. ElI1lSl'ON
~11 nRADFORD ROAD
IWtRISOURO. P'. 11112
Q, PROPERTY LOCATION II. SETrLF.MENT AOENT 25 -lli91'S) l. BETI'LDiEHT DATE
911 BRADFORD ROM S , 8 SE1TLEMENT SERVICES. INC'.
IWlRI&BURO, PA 11112 ~ce""'r 12, 19"
DAUPHIN County. ~nn.ylvallllll P1.ACE OF S211'LF.M"t:Jn'
4175 LIHGLESToWN ROAD
IIARRISDURf1. 'A. 17112
-
J, SUJrfiMY ur ~)RROWr.R'R TRANSACTION .. 8ut9V\RY or SELLER t S 'fRANSAtlUiH
lOa. GROSS AMOUHT DUE FROM DORROWU too. GHOSS AMOUNT DUR TO SELUR
101. Contr.ct Sal.. Price 171,550.00 401. Contr.ct Sah, PriC'e 171.550.00
102. '..,on.l property Ul. p.r.onal Pr~rty
10). Settlement Chargee to Dorrower line HOD 10,7l1.61 to).
10.... 40....
105. 405.
Adju.t~ntl for it~"1 paStI by !\pller in advance AdjuetMnt. for ite.. patd by Sell.r In .dv.nce
106. Cay/tnwn Taxu to 406. Cttr/town Tun to
101. CoJunty T.... l:lwl:l-" to 01.01.'7 n." 401. C'ounty Taxe. Uw12." to Ol.OI-tl u.,.
loa. School T.... u-u-" to 0"-01." 1,104.'" tOl. School T.... u.u-" to 07-01.'7 1. )0......
lC1,. t09.
110. 410.
111. tll.
112. 412.
110. CROSS AHOUHT t'UE FROM BORRONER 11),159.19 420. CROSS N<<lUtn' DUE TO SELLEIt 172.921.5'
,
200. AMOUNTS PAID 8Y oa IN BEHALF OF 8OIUlOWn 500. IID'.JC"I"ION9 IN MOUNT OUS 1'0 SELLER.
201. Depoaa or ..rn..t .-on., ..no.oo 501. Exc... o.po.it C... inltruction.1
202. Ptincl~l Amount of New Loan(.>> 117.240.00 502. S.ttl~nt Charge. to Seller llne IUD lJ.9U.O)
20). Exlatll'l9 t..o.nC.1 T.ken 6ubj~et to '0). Exl.tlng Loan. t.ken lubjeet to
20.. 504. P'yoff I.t Mtg to CoreStat.. Pank 99.tU.lI
205. !i05_ payoff of lecond IIIOttgaqe JOAn
:Z06. SOli.
207. SOl. CDepolit dUbune<l .. P..OCt'~'1
~Ol. 501.
209. S09.
Adjult-.enta for It... unpaid by S.lhr Adjuat...nt. for It... unpaid by Siller
210. City/town Tun to '10. Cltyltuwn Tn.. to
21l. Count y Tn.. to '11. COuntr T.... to
212. St"l1OO1 T.... to !on. SchOol T.x(l!', to
HI. 5U.
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215. \1..
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211. 511.
UI. 511.
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220. TOtA.L PAID if/FOIl: BOJ:ROME1I In.nO.Oo .lO. 1OTAL. REDUCTION MOUNT bt1I SELLU. 11).111.21
100. CASU AT SIE1"l'1.EiMENT F1lQllt/ro aoRltOWEW 100. CAlin AT Sl.rrLEMCNT to/FIlOM SILLER
101, Gro.. AMt Du. tt~ IklnQWer Clln. no) 1I),n..1t 101- 0.0.. AMount Du. to C.lle.. C11ne no) lu.,;n.IS.
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101. ~.. '-'-t Paid by/for Aorrowet (U". 220) I In,no.GOI na. ..... "eductlonl D... I.ller IUne UO) e Ill,ln.HI
)01. CASK IXI F_ II ro IOaItt*U n.ln.19 60). CA.. III TO I I FIlOIt IILLI. S'. 0".)1
Th. underalgned; Muby acllltOWh.ctq. r.r.tpt or . COl'll('leted C'C'>p1 of paVe. In of tht. et.l"'nt . 'ny aU.ctwent. rer..ut'd to heuln
I Wl.YI CARJ:f1JLLt arYIEWIO nil UlJl).1 IlnLDCtfT ITA1CMl:NT AND TO ntl III"1T or M't ItHOWUOOI AMO "LUF, IT IS A nus ANn AC'C'\...UI
iTAttME"NT o. ~U.~ttIIPT NKl S8Utt tr.. MAOI: 0" Mt "Ct."OUt'T mil .. NI IN nUl t,,^"Slt..CTIOH. I FUlnlllR cs.ATIFt THAT I MoYE
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rnY"'"1f r.u.n.MI-lrf ,,"lh1' 1 UI\vl ""t,r",u.t. IS A T.UI A..NO "('-~I.Af1i: Afl.'U\lNf t~' TllIit F1JNO!I
I.L "I: 1\'~MIIlt:."u hY 11t1 lltKlf'.iflf....D A' rll.tl" lit" tnl: SllTUJoti.'NT OF TlIII ,.....NS"Cllt't#
.. l'Tl.t;l'lliNT toUYh,'U. Itf>,.
If'''jI;NI~l: IT U A (lIlflll. ro """'INtjU ""It~ IAt,sti IUHM..-'tI~
C'twYICT'0N l'AN l"('IMI^<< A FlNr ANn lMr.II<<~'"f h.. I>t':T"tt'il
EXHIBIT
1111 Nt ANy SIM11.AA fOil" l'ftiALTlU Ul\.}ft
WN tou, , SI'<.'Th.'M LOU'
I
A
.
RETrLDIENT STATEMENT PAOE 2
~-
I.. nnl.J:HIo:Hf nlARlltR
700. TIII..1 fi..I.._"U""'''''' ,',_1..1111111 n....,1 fill 1',11''' .
I n.oUl.so
PAID fROt1
BORROWER'S
F\JNIllI AT
SItTTLEMENT
PAID FROH
SELLER'S
FUNDS AT
SITfLtMENT
12. 001. SO
lHvllllll1l or ('._1111111111 lll"f' '1111) All lolln...,
101. , llI,o;n I" tn HII~ W'"MI '''11I1 ~.t...t..
.__.~ .-
.~_S___~ :."!.!. ~~~~~!..!. ~~':l~~.____.
101. O_I...lnn 1'.111 lit ."'11._111
"104.
~.!..~.~_ ~'~!~~~~IUT.!.(.~_~~.!!.!..~~~
101. I,,,.,, 0.1'1111'" h'll r.... I 1',00 , In nl"NIRYNIUI tlOHK LOANS, INC.
-~--_.._~----
R02. I~"" fllllf'luUlt 'tu
4.460.60
ltO' AI'I'IA'.'" I'"''
.04. (....llll IlPputl.
ROo;. (_""..-,,1 r. "I' ,..It
to ~.rlf'.. Arrr.IIlPr.
t II rAllJCO
In t'OUNTUW'PI IIOME LOANS, INC.
In ('UUNTRYWIDE nOHI LOANS, INC.
In COUNTRYWIDE IIOKI LO.\HB, INC.
t" r.OUNTJlYWIDR 110MB LOANS. INC.
2".00
".00
11.00
50.00
roc U15.00b
POC' 160. DOb
106, Tu "....h:. .....
W01, tln.wl r"ll it h'''' Inn ,,.,.
iIIInl (.'IIII-'.../f..II..... MAIl r.,.
,..
110.
"'
"'10 ITlM', tngUlnl'l p, I.rNUItl 1" ft. rAID IN AUVANCE
----...
901. 111,......1 re"... liI-U ,. tn 01'01.".' 21.1lDOOOJdAyUo day.
..
55..10
-- .-------.
tOil, 1~'f"I"'I" "'."t.,N''' r'..lIIh.... for
IIIW'tt1th. t.o
I y...t. to
'till u".".1 1"'''I1''nr.. rt...lu... for
'0' to
~I~
IIlOR ..r,r.uyu ""'''Nltr.U WIT'M 1.1",,<<;_
lont. II.U..". 'nll.II.IM"
1,000 ~lh. ..
tIlOf'lthll ..
fIlInn.h. ..
11.000 ""''1lh. ..
. . 000 Mnnth. . $
-.onth8 ..
.w\th. ..
1.14'.11
1.111.11
IOaJ ",1""""" ."."''''1('.
11.OJ p@r -.nth
~r lflOr'Ith
pt!r~lh
104.11 per .onth
201. U per .with
~r .-onth
per .-onth
').Ot
101'11 r""le"'"'....
111l0. ~ .tlm'V 1....
1_ ..__. '_-.__ .____~__
IOli, .llIflO,,1 ,."...
11'0.
loar
1 I'll'll A'rH "'I"'" A-t lu.I..""
.529.11 I
II no 111 t..' ('MAIhIJ,.
'Iftl ,...t .I....n. ('f Clmrlnq r..
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to ..8 I.ttl~t S.rwic...lnc.
lo
15.00
. i ,; " ,f' r. ....~..'"" ..If\
tu
II4)t , It t.. In.ut.nc.. 1'U","u
lo
110' '....I.....nt ..,.~r"t'nn 1t>>M) tn
11r~. ""'40''( r...
110' AllnlhP,'. r.~.
to ra.h
lo
1:1.00
12.00
(11l,'lu'h~. .tW"lw.. it.... nu-htt..:
Ilnl 1,tl.I"..u.f\('.
to 5~8 S.ttle..nt S~r.'c... Inc.
1.115.'.
l ~ 01.-1.11I1... Allow.. It,.. ttlJlIIII"r.,
IIOt o...t'hol..'. f.uw.....,.. I
---+.- _.....-
1110 0.,,,,.,'. ruw.,...OI ,
In.74ft.ao
Ill. 5S0, 00
t.o ~.~ 5~ttlPMPnt I.r'lc~.. Inc.
to 1.6 ..lll~ht S.r'lee.. lne.
to ..1 S..ttl.-.nt .el.lce.. Inc.
u.s.
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Illl .'1" 't'..
I ilOO '''IVUINMt.:MT IlCt>llOINO MID nAlaiFll:I OlAltt1I:S
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iii 0 I '''''.--.ltU"", '...., '.I"d S 2I.~O .MnrtqAgflo S
)2.50 :..1......
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1.11S.S0
1:101 r-I'yf('I"tUnly T.u/t=t",,_.,
1101 ~I.'. T../~t.~.1
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un
l )00 All(ll flONAl. ~KTTl.DtENT CMUCU
~Pd' '.115_50 :~ft9""
~ S 1.1lS.SO :tIo.-ttJlNJ'!'
to .~ord"f of o..d.
1.715.n
11.SO
IIQI. SUIY,"y
to
to r.nn ....t
t.o lidl.1M~n Inc.
t.o Lowt ...ton T"P_kwn autlti.
)I."
11.00
n.U
110J, rr>~l In.~lion
-
1101. .4t~r Te.t
"Ot. 'i~l 5.'"
"M
BOO TOt..... S~r:tft OI.UG&l tEnUr 01\ Ll.... 10.. lecUon" and SUo .KHan II
11.111.11
U.t&l.OI
"y 1I\.,n"1<] ('\8op1 , ef lhi. .t..t.....t. t~ ehJMlOlI.. U~led9w fecdpt.
I ""Ht.1I 1l\ll:t/l'llI"\l~'
C,..I ,I,,.., ,....~ . tIU.~'
~\ ~l: t~ - i7 tM,
V1A''''''_K/'1
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a ~ .t.t~t.
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.'
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1/2..,7 'oa. I
Loa Sd>tdul. r.. A_ ...... <It'
Pml Otlt Principal 1_ BaI....
\
e~8. ~J..;
~~~
Loa NlIllIt: beY .
Orialotl Amouol: 41,000 00
CurmI\ BaI....: 41.00000
ClImlIllnlcmllltlt: 70'-'
PrinclpaI..d 1_ 299;9
Oriai... Lou 1'triocI: 30,00 lUll
Opalinl DII" "'"
'1)'ftIIIIl1f1S1Oly
Pm! DII. PrincIpal InteTrA BaI....
BaI 7"" Opalina BaI.... 41,000,00
Pro}tclcd hrmtnu
11.." Inlma Iltlt. U%I 'Il-' 299;9
I 11.." 3U9 2WO ",963.11
2 ''''" 37.11 262':1 ",'2',00
3 101 "" 37J2 26207 ",IIUI
4 III..,' 37.$4 21t11 ","1.14
5 121..,' 37.16 211.63 ",113JI
6 II"" 37.91 26t41 ".77UO
7 21"" 31.20 21U' ",737.20
I 31 "" 31,42 21031 ".1".11
, 41 "" 3U' 260-14 ".660.13
10 5/ 696 31.17 260.!2 ".621':6
II "696 3'.10 ~6019 ",!I2.1 6
12 """ 3'J3 :60.06 ".'42-13
13 116'" 39,56 2!913 44.103.21
14 9/ 6'" 39.7' 2!960 U,41UI
15 1016'" 40,02 2!9n U.42UI
16 11I"6 40.21 2!'.I4 ",313,21
17 121 "" 4U' m.90 ",342.72
.. 1,..,7 40.72 mn 44,302,00
I' 21..,7 4091 2!'43 "':61.04
20 316'91 41.20 ml' 41,21"14
21 41 6" 41." mu ".17UO
22 5/..,7 41.61 21UI U,13U2
23 "..,7 41.93 21746 ".09U'
24 71..,7 42.11 25712 41.012.62
2' 116197 4H2 2!U7 ",010,20
26 9/6" 116' 2~'_13 4l.HHI
21 101..,7 42,'1 :!I,ll 43,':1 13
41 11I6" 1'16 :!6:J 43.UU7
:, 121"7 4UI :!!U 4),13166
30 I"" 4367 :~! '!2 4'."09
3. 21..,1 4392 .!~ oil "J.~~O 41
32 3"" 4411 m:1 "3.'06.:9
33 41..,1 4U4 2!Hl 43.6" .,
'4 5/..,1 4UO 2!1f' 43,61711
EXHIBIT
I
c
...-..---.--.,
1121191 hi. 2
LoIft Schedul. for AccOulII."...
Pml 0.. Principii 1- I\UIce
3S 6/60'11 4U6 2SH) 4)J72,19
)6 1/60'11 4U2 254J7 43.nU1
)1 1160'11 4HI 25UI 43,411.49
31 9/6191 4U5 25U4 4).4)U4
)9 10160'11 4UI 2SlJl 4UIU)
40 11160'11 46ll 25311 4),J4H5
41 12160'11 46,55 2SH4 0,29690
42 1160'19 4612 25257 4),25001
43 2160'19 4110 252.29 43.20UI
44 ]/60'19 4131 2S201 4),15,.1
45 4160'19 4as 251.74 43.10a6
46 5160'19 41.9) 25146 4),0600)
47 6/60'19 4111 25UI 4),01 U2
41 1/60'19 41,49 25090 42,963-3)
49 1160'19 41.11 250 61 42,914'"
50 9/60'19 49,06 250-3) 4U65JO
51 10160'19 4U4 25005 42.116.76
52 \1160'19 4963 24916 42,7'6-5)
53 12160'19 4U2 24U7 42,71661
54 116'0 lOll 24UI 42,666 40
55 21"0 50,50 24119 42,61590
56 ]/6'0 50,10 24U9 42,56UO
51 41"0 5109 24UO 42,51401
51 51"0 5IJ9 24100 42,462-62
" 6/6'0 5169 2U70 42,4IU)
60 716'0 51.99 24140 42)5194
61 116'0 SUO 24709 42,]06 64
62 9/6'0 52.60 246.19 42;S404
63 101"0 SUI 24641 42.2011l
64 III" 0 53.22 24617 42.14al
" 1216'0 5U) 24516 42,09431
66 116'1 5U4 245" 42,06U4
67 216'1 5415 24524 41,916J9
61 31"1 5U7 244 92 41,9)192
69 41"1 54,79 24460 4U711)
70 51"1 SUI 244 21 41.12201
71 ""I 5H3 243 " 41,766."
72 116'1 5US 24) 64 41,710.14
73 116'1 5601 2031 41.654 ,.
14 9/"1 5HO 24299 41.5'U'
75 1016' I 5673 242 16 41,54163
76 1116'1 5706 242)3 41,414 57
11 121'" 5HO 24199 41,427 17
7. 116'2 57.73 24116 41,)69 44
79 21"2 5U7 24U2 41)1117
10 ]/6'2 5141 240.. 41.25291
1\ 41"2 5U5 240 .. 41,19421
12 51"2 "09 240,10 41.USI2
n 6/"2 SU4 239" 41.17"1
14 716'2 SUI 2)..1 41,01500
U 11"2 .oil nu, 4O."S 77
16 1U'2 604' nu, 40.19519
n 101"2 6013 2)156 40.134 46
U 1116'2 ".. 23120 4O.mn
I "
~ .\' . "'~
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..-'"
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t)
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. .',.
'..;"
1/2&"7 'II.J
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. -
Pml DIIO PrIncipal Intoml BaI.... .c.I .,f't.J NeJ/Z-
19 1216'1 61.55 237J4 40,711.72
90 116'J 61.90 23749 40,~Ul
91 2I6'J 6U7 mJl 40,517.$5
91 316'J 6HJ 136,:6 40,l2Ul
9J 4/6'3 62.99 23640 40.461.93
94 5/6' J 63.36 23603 40.39B7
9S 6/6'J 63.73 :3',66 40.33U4
96 716'3 64,10 n'':9 40,270,74
97 116'3 6UI 2l4,91 40.206,26
91 916'3 6U5 :3..~4 40,14"41
99 10/6'3 6513 :3'16 40,076JI
100 1116' 3 65.61 m:1 40.010,57
101 1216'3 6600 mJ9 39,94H7
102 116'4 66.31 mOl 39.I7IJ9
10J 216'4 66,77 23161 39,11142
104 316'4 67.16 23113 39.74416
105 416'4 67.55 mu 39.676,71
106 5/6'4 67.94 :3t.~' 39,601,77
107 6/6'4 61.34 2lI Ol 39,$40,43
\01 7/6'4 61.74 230n 39,47U9
109 116'4 69.14 2l01l 39,401j5
110 916'4 69j4 :UUl 39.33301
III 1016'4 69.9l :U944 39,263-06
111 1116'4 - 70.36 2,,"903 39,191.70
IIJ 11/6'4 70.77 :UUl 39,12UJ
114 1/6'S 71.11 :U11I 39.0s0.7l
115 1/6' 5 7U9 :UUO 31.979J6
116 316' 5 72,01 UUI 3I,907.1S
Il7 416'5 72.43 :UU6 31,134,72
III 5/6'5 7HS :::6.!4 31,761.17
119 6/6" 73,21 226JI 3I,6II,!9
1:0 716" 73.71 :lUI 31,614"
121 116'5 74.14 22'':5 31,'40, :4
111 916'5 74," n(12 31,46U7
121 1016'S 7500 ::..~, 31.391.17
114 1116' 5 U44 UHS 31J1S,7]
125 1216'S 75.11 :U.!I 3I,23US
I:' 1/6'6 76.31 llU7 31,\63,13
117 216'6 76.77 2:12 61 31,016,76
121 316" 77.21 22211 3a.o09,'4
129 4/6'6 7U7 22U2 37,931.17
130 Sl6'6 71.12 ml7 37,113,75
131 6/6" 7I,ll mil 37,"'.17
132 7/6'6 7UJ 120,'6 37,696J4
I3J 116" 79.l0 21911 37,616 M
134 916'6 7996 11943 37.53661
IlS 1016'6 IU3 I1H6 37.4!6:5
\ll 11I6' 6 1090 ::'49 )1.m3S
U7 1::16'6 IU7 :II 02 )1':91 91
III 1/6'1 U'4 :n ~! nom 14
119 216' 7 IU2 1170 37,119 n
140 316'7 IUD 11659 37,04702
141 4/6'7 13.21 11I11 36,9n:4
142 $16" 13.77 mu '....U7
1121191 p... 4
Loan Sc/Itclulc for ACCOIIlII "..'
..... DoIA: Principal l- illi_
14J 616'1 1426 2IS-IJ 36,19HI
144 116'1 14,1S 214-64 36,110,96
14S 116'1 15.14 214-11 36,62S,n
146 916'1 "'"4 21H1 JUJUI
141 10/6'1 1614 21llS J6,41J.14
141 11/6'1 IU4 21HS 36,361,00
149 1216'1 IUS 2I2J4 36,219.1S
ISO 116'1 IU6 211-6J 36,19U9
UI 216'1 IU1 21U2 36,IUn
1S2 316'1 11.11 210-61 36,01U4
IU 416'1 IUO 210-09 35,92S 64
1S4 Sl6'I IU2 209.51 JSJJU2
US 616'1 90JS 209,04 JU4H1
156 1/6'1 90.11 201-52 35,6S4-60
1S1 116'1 9\.40 201.99 JS,S6UO
ISI 916'1 91.94 201,4$ 35.41IJ1
1S9 10/6'1 92.41 206,92 lSJ11.19
160 11/6'1 9U1 206JI JS,m.71
161 1216'1 93.56 20U3 J3,19221
162 1/6'9 94JO 20329 J3,09U2
163 216'9 94,63 204.14 lS.OOH1
164 316'9 93.20 204.19 34,90121
163 416'9 95,16 20l6J 34.112.51
166 Sl6'9 96J1 20301 34,11U9
161 616" 96,11 201.S I 34.61931
161 1/6'9 9144 20\.93 34,S2U1
169 116'9 9L01 201J1 34,423.16
110 916" 91.31 20011 34.32321
171 1016'9 99.\6 2lIOJ3 3421U2
In 11/6'9 99.14 19963 34,I26JI
173 1216'9 100J2 19901 34.ca6.06
\14 116'10 100,90 19U9 13,923.16
m 216'10 101,49 191,90 13.12l61
116 316'10 102,09 19130 33,n 1.51
171 416'10 IU6I 196.11 31.611,90
171 Sl6'I0 10321 19611 JUIS 62
119 616'10 10311 193.11 JUIU4
110 1/6'10 IOU' 194.90 13.30123
III 116'10 103.10 19429 U.202JS
10 91no IOS.11 19161 U,096.44
1U 1016'10 106,13 1'l06 32.99UI
114 11/6'10 10US 192,44 WIU6
lIS 1216'10 IOU1 1.10 J2.11S.59
116 1/6'11 101.20 19\1' 12.661J.
117 216'" IOIU 190,56 12,311,56
III 3/6'11 10947 1"92 12.44909
119 416'\1 IIUO 1"29 JUJU,
190 516'11 110," 11164 12.22U4
191 616'11 11139 11100 12.116 IS
192 1/6'11 112-04 II1J$ >>,110111
I9J 116'\1 112.10 IIU' JI.I92-11
194 916'\1 IIUS 116,04 31,77"'"
193 1016'\1 IIU1 11$,]1 JI,6647$
196 11/6'11 "461 11411 31J!Ot1
112&.1l7 p... 5
Loan SdleduJ. ror A_ "...
..... Dote Principal IAtcrnt 811....
191 1216'11 IIU5 IIU4 3I,434.n
191 1/6'11 116,01 IIlJ7 3IJII,70
199 216'11 116,70 IU69 31,ZOUO
100 216'11 IJ7JI IUOI 31,OlUl
101 416'11 IIU6 IIlJ3 JQ,966,56
101 5/6'11 IIU5 110,64 30,147 II
103 616'11 119-44 17995 30, nU7
104 716'11 110-14 17925 ]0,6012]
105 116'11 110,14 171.55 3O,417J9
106 916'11 111J5 17714 30JU14
107 10/6'11 tn26 177\3 3O,Z4B.
101 1116'11 In,97 176.0 30,110-61
109 1216'11 11U9 175,70 :19,996.91
110 116'\3 I1HI 17UI :I9,1n,51
111 216'\3 115-1] 17426 :19,747J'
111 216'\3 IU" 17B] :I9,6R51
113 416'\3 11UO 1n.79 :19,494,91
114 5/6'\3 IZ7.36 In,OS :I9.367J.
115 " 6'13 111,01 I7IJI :l9J)9,50
111 7/6'\3 11I1l 170,56 :19,110-67
117 II "\3 1:I9,SI 169.1 11,911-09
111 tl6'\3 130,33 169.06 n.15076
119 10/6'\3 13109 I6IJO n.71967
no 11/6'\3 In" I'H] 11.5.711
nl 121"\3 \3U3 166,76 11,45UI
m 116'14 IU40 IU99 1IJl1-7I
m 216'14 134-1. 1'521 11,11760
n4 216'14 134,96 16H3 1I,OSl,64
:us 416'14 \3"'5 16364 17'1619
126 5/"14 1J6J4 16115 %7,710-35
n7 61"14 \3"14 16105 17.604301
n. 716'14 \3.14 1'125 %7-'0417
m 116'4 131,94 160,45 17.3659]
130 tI"14 \39,76 1l16] %7.ll'-I7
131 10/6'14 140,57 IIIU %7,OIl60
231 11/6'14 141J9 ISlOO 16.94421
233 IV "14 Ion ml7 16.101-99
234 1/6'1l 14305 1l6.36 1606.1194
135 V"U 1431. IIBI 21.5 IS 06
234 J16'1l l44n I,. 67 16J70.36
137 41 "U 145,56 IlJIl 16.llU'
13. l16'U 146,41 U291 16.07U7
139 ''''U 14727 IlZI1 %l.9] I 10
240 7f6'U 141-1] III l' %l,7U.97
141 II "U 14199 15040 15.633 91
141 tI "Il 14916 149.11 1.1,414 11
14] 10/ "Il 150,13 14166 %lJ33 3t
144 iii 6'1 5 III 'I 147 71 15,11171
145 IV"\! 15150 146" 15.0.'911
146 I"'" UU9 14100 14,175 "
147 211'\6 15611 14UI 14,721 'I
141 )11'16 U.l1I 14411 24.5660
149 ""6'11 15609 14] 30 14.41034
%l0 ""11 moo 14B9 1Ul3 34
11.11/97 Pap 6
Loon Schedule for A............
Pmt Dare Principal InlcmI 811....
251 6/6'16 Il7,91 141,41 24,09543
252 716'16 IlU3 ICO" 2),9)6 60
2ll 116'16 IlU6 U96) 23,776'"
254 9/6'16 160,69 UUO 23,6IUl
2lS 10/6'16 1616) UU6 23,454'2
256 11/6'16 16H7 1)612 :IJ.2n95
257 12/6'16 16U2 III 17 23,I2U3
251 116'17 16U7 UU2 22.96U6
259 2/6'17 16U3 Ul96 22.79U3
260 316'17 166,40 ua9 22.63%J3
261 416'17 16737 1)202 22.4606
262 5/6'17 16I3l moc 22,296,41
26) 6/6'17 16933 UU6 22.12701
264 7/6'17 17032 12U7 21,9",76
265 116'17 17131 121.01 ll,7lU'
266 916'17 1n31 127.01 21,61U4
267 10/6'17 I7lJl 126.01 21,OU3
261 11/6'17 17432 12507 21.26"51
269 12/6'17 17534 IROl 21.09017
270 1/6'11 176.36 IU03 2ll,9IUI
271 2/6'11 17739 122,00 20,7)642
2n 316'11 17U3 12096 2OJl799
273 4/6'11 17947 IIU2 2OJ7U2
274 5/6'11 110,52 11117 2O,I9UIO
275 6/6'11 lit" 11"12 20,01643
276 716'11 11263 116.76 19,IlllO
277 116'11 1Il69 1Il.70 19.650 II
271 916'11 1"',76 1146) 19,46Ul
279 10/ 6'1 IIU4 lUll 19.279,ll
210 11/6'11 IIU3 112,46 19,09251
211 12/6'11 III OJ 11I37 11.90456
212 1/6'19 11911 11021 11.1I54l
21l 2/6'19 190n 10917 Il.m23
2... 316'19 191-33 10101 11.2))90
215 416'19 19244 10695 '1.14146
216 5/6'19 I9l" 10l1l 17,94790
217 6/6'19 19469 IOC,lO 17.75321
211 7/6'19 1951l 103" 17J57 JI
219 116'19 196,97 10242 17J6041
290 916'19 19112 10127 17,16229
291 10/6'19 19921 10011 16.963 01
292 11/6'19 20044 9Ul 1"76257
293 12/6'19 20161 9771 1..,6096
294 1/6'20 202,71 9661 lUll II
29l 2/ 6'20 203 97 9H2 16,15421
296 31 6'20 :I01I6 94:IJ 1l,949 Ol
297 416'20 :IOU, '3OC 1l,742,70
291 5/ 6'20 20756 9I1J ll,ml4
299 61 6'20 20171 9062 1lJ.'U 7
lOG 7/610 20999 1940 1l,1I631
301 116'20 21121 1111 14,9Ol17
302 91610 212 44 IUl 14,"27)
)OJ 101610 21111 ISlI '4,479 .,
)04 11/6'20 2149) ...46 14.264 12
11%1197 Pip 7
Loan Schedule for Account ......
Pml DoIc Principal 1.lemt lIaIancc
305 1:116'20 21UI 1321 14,04794
306 IInl 21H4 IUS 13,130,30
307 :IInl 211,71 1061 13,61U9
301 3Inl 21U9 7940 13,39110
309 4/nl 221J7 71,11 13,170,53
310 51nl 22B6 7613 12.94U7
311 6/6'21 :uJ 16 7553 \2,72411
312 716'21 22517 14n \2,e9l,94
m IInl 22611 1191 lun,46
314 9/6'21 22UO 1U9 12,04466
315 10/6'21 229J3 70,26 11,11553
316 1116'21 23047 61.92 11,"'06
317 1:116'21 23UI 6BI 11,35325
311 116'21 23316 6623 11,110,09
319 :116'21 23H2 6...7 10,11557
310 316'22 23519 63.30 10,61961
32\ 4/6'21 237.27 62-12 IO,41HI
322 5/6'21 231M 60,74 10.17376
323 6/6'21 24004 19J5 9,9)J,n
324 716'21 24U4 5795 9,692.21
323 116'21 24U3 5654 9,...943
326 9/6'21 2....27 5512 9.105-16
327 10/ 6'21 24569 5370 1.95947
321 11I6'21 247 13 5226 1.71134
319 1:116'21 211,51 3012 1,46377
330 116'23 23002 4U7 I.2lns
331 :IIn3 2'111 e791 7,96227
m 316'23 2S2,94 46eS 7,709J3
m 4/6'23 254,42 ..." 7.4SUI
3)4 5/6'23 23UO e349 7,19901
335 6/ 6'23 25140 el99 6.941.61
336 7/6'23 2SUO coe9 6,6IUI
337 IIn3 26041 3UI 6.e22.3O
331 9/6'23 26193 3746 6.I60J7
339 10/6'23 263 45 3'94 ',19692
:J4O 11I6'23 26199 )4 40 3.631 93
)41 1:116'23 266,54 3as !,36S 39
J41 IIn4 261 09 31.30 5.097,30
343 216'24 269 66 2973 4.127,61
J44 316'24 271n :1.' 4,"641
345 4/n4 2nll 2651 4.213 60
)46 5/6'24 27440 2e,99 4.009 20
)47 6/6'24 276 00 2U9 ),713 20
)41 716'24 27761 lUI 1.4lS.l9
349 IIn4 27923 2016 3.17636
330 9/6'24 210 16 II !) 1."'30
351 10/6'24 212 30 1619 2.11300
m iii 614 :... ., 1124 ZJ:I U
m l:IIne 21!11 IJ!I 2.04304
354 11615 UH7 1192 1,75557
US 216'23 2" IS 102. 1.466 42
356 31615 29014 I" 1.17551
U7 4/6'25 29U3 616 III os
351 Sins 294 24 'IS !IIII
EXHIBIT
I G
nrb.! pun ldl!d
}; .:' :'~~~~~:Sf,f~,;-aI~~~
\0 : I t~.J"';:'.'~ 4 !.~- - ;~~4';~ ~
.;1 , ~ l~., ~".. tl"~4~".' '.
, .., ~' 'Jo:~. -I;. :'l1';.' ~
'" " .;y~ ~'" H:'",.
....~ ~ ,.1 '2"'::"1... '\ _
... ~ I" ...., FI - ~jI~l-: ':
. , '. <.<. nanclal .7f."",' .
.' ,,;l,... '.~:.::t.Advisors '.-'rY" \
~'<. ... ,".~""-d..~.t7l&r(~~',
~ " " ':,,~.1.,,~"P.t,...
IDS Dlyersifled, Equity Income Fund
:1', '......
." '..
1
~
$7.180,191
Ownership Inform allan
Value Inlormallon as of 12t1211997
ROBERT B EDMISTON AND
ELINOR S EDMISTON
AS TENANTS IN COMMON
Account number:
Taxpayer 10:
Value this statement:
Class A shares owned.
Current price per share:
Accrued dividends:
$7,180.19
671.845
$ 10,276
$276.31
$7.79
??oo 0014 3371 28640002
200-24.8642
Estimated average cost per share:'
. CunJIJIt . profession.' till ,d.,;sor
when c,'cu,.ring t..... Thi. numb.r
m.y not b. .ppropri.t. lor your tox
,itu.tion.
Hl.toricallnlormalion
Activity since:
Cash Invested to date,'
Total return components:
reinvested dividends
cash dividends
accrued dividends
market gain (loss)"
Total returns:
Cash withdrawn:'"
Account value:
05/02/1994
$83.668.12
. C..h inv..t.d to dOl. i. not your co.t blSi. (or II.
purpo.... It do.. not include relnv.'I.d divid.nd..
WISh ..Ie., or other IClivity which wi/( .Iter your blSis,
523,049A6
5.00
5278,31
535,186,30
.. Include. re.liz.d g.in (loss). unre.liz.d m.,kel
.ppreci'lion (depr.ci.rion), ,nd "'e. ch.,g...
558.512,07
5135.00000-
$7,180.19
... Include. r.d.mplion., e..h.nge., ClSh dividend.,
I.... wilhheld, .nd, wh.re .pplic,ble, cu.lodi.,
fees ,nd conversionJ to el.s. A.
Account acllvlty
Class of Number Price Dollar
Dale Aclivily shares o( shares X per share = amounl
03/27/97 Reinvested dividend A 124426 59.153 51,13887
at 5 0851 per share
06/27/97 Reinvested dividend A 11"292 59838 51,09489
at $.0810 per share
07/30/97 Redemption A 3,4OU61- 510290 535.00000-
09/16/97 Redemption A 2.89a91- 510352 530,000.00-
09/26/97 Reinvested diyjdend A 10U38 St0365 51,10Ua
at 5.1032 per share
10114/97 Redemption A 2,872,188- 510445 $30,00000-
11/18/97 Redemptlo}l A 3.88UI5- 5tO,283 $40,00000.
\ /1
>>/
NOcUI.OOIOOOUI1ft'C10U
l.
Page 2 of 4 .
111I211.'
D o00ooo Ie
','
I,
, ,
..
IDS
105 MI.ITUI\~CfROUp
M,"nNlpoll~, Mlnnt'solJ ~~440
DIVERSIFIED EQUITY INCOME FUND
'"
...
I
I
I
I
t....~I"
8..9~42!
flAil
11/19/97
AtCOUlt' flO:"&'"
0143-pI2.864-0
rAY
'0 'Il(CllIl:llA QIlI
<
....' '~.f
.. "..'..
\\. ""
,;-.. ..\ ','
.,\',.'.
~ .' .
~..:.ry.:.J.:~.,.~!:.... ."Ollll(r.::~"':')~:'''':' ..,
EXACTL VUC40, 000. 001f. >;
"'010 Anu I t.tOHTHt
(lJ!tO:J,Il"Il(C01.l'"
ROBERT B EDMISTON AND
ELINOR S EDMISTON
BOX 198
MIDWAY UT 84049-0190
AS 1l>w<n 1. CtlI""'"
\, ,
".,., '..
,~. ..~
-.',,\,,'
r.',.....
._~~.. .
~.-'
,
~pW<~~/L
.:)a,,[n ........1( "'Jil"UI"C'US, .......
"B ,~;l. 2011' I:C~ .ceco ir,.:
S l,ii 5C>'
,"0001,000000..'
-
. - "Io'sr.iiJruALrU-NO GROUP-------.-.-..-.-------
~..'....,..~::o!~, -..:",'c'"iC!.t !:~-1010
10, D:VE~SIFIED fQUITY INCOME FUND
'"
.'.
: ~l ~. "."I"i"
eC!!QZ1~
;."
1')/17/97
^('.O.',' ......,.
Oll,3-3712.864-0
v:~y ',' '.., :'''''",t" ~I
"''''0..",
~C5rRT n [D~!STC~ AHn
(L!SC~ ~ i.U~It;rC~
!lex . '1 Ii
~!:~AY UT e~c'Q-c:q~
tXACTlY..~30,OOO.OO.
...c.tl II' r.. . "O"~.'~
r ... 'l''J.'. .;t :..~...
'.
rf) /j .fl
II f~y,,;W<>V~~
. I"i: ,'''OO,ClOOOOOI
..
... 'l~;"'o"~ :Jil (C~{\..
.. ..! ~ ~ ! "'... -..' ....l.... ~'; ~ ... .:,
, (~ - ii :-1 :: . :" ': ~.
..',1:
'., .....~_............_,.~ ~.'... .... ..:' " '.
.'= ",' ::;;'~;;'~:=~;, .".".,;"',,;.: ~:;,:';::: .1%
>1 ii?~'~:....,iIIl$:.DlvnSIFIED ,EQU ITV . INCO"E' F,UHD';, , .-::.: . "'.:~.'.<~'.. :;'., '"...~. ::"~'~J .:?
... ,...Io,.'>~"o:-'""~......... ,,,:\.. ....",...__...j~..... .-......., ..'....h:~.. - -' .' ~ \"
;\ ~ ~.""'"~--,,~..,:'....:.II''='...~t1;..:~'...,....,~-,. .,-;:,:,\ ....., ""'. "". ~'''...: 1~"',ol._1.-" ...~~. Ie)
. ''\.....~~.......'-.,,'\.~.. ....,,_'i.... .",'.~ "'-':'~..,~'" ..t-,_ '. ....' r. .... ,.:..,:,.. " ...,.--. ,';\"1 ~to
".,.'I"~",.., '!L.."""..'CI';....l.~....--...,....";:.'...."., " ""~~MIW" '~.....-.;lf.'
.11-....,',. ~..~'1...' .. ""," '\.. ' .... '"
'.;:/ ~;~~.\~~'~....:;.;......~': 8112511'<' '., ',. ,10~15197: .... 0145-571Z,U4~O;.. -;'1';'
'. _......\'~..)')."'"~'L.....;t'.,\....~."1..t,;..' :. ,.1"..: I .':... :-. t. ._........,~.. ~.....-.~ ..~1
"'..:"" ......."':lo(.....,...,...~~ ::...,',..~ of. '. .... ". ..,.' . .' .~....., ~ ..."...~-.;.~"l _\:t
"11'1\.,.,..--....\..,. ,,;~-. :-'" . '\\. """''''''1.,....''''''~''l~I.f.X I'"
~'~':~'';'~U'R'T::a:EOIlIsTOIi..:.l.Hn'' ':, '-,,:,::),\~ ~&~'n!O~ObO'(g'01t.:~ "':::;1 ~
'p' - ..U......'$.ED..IS~N-. ' '..' ..' ., ,\".... '-..-.. -~.._..' '. -_._~ .', t"
0:,' ,f.,:,... "'''''till[' , n IU .'-. -'j..';r' ,__.,w... ,.YOtDAtTt.'.Otrnfl' ... ,-(~,~!,r;
.. , ,'. t lax' 1'" ..',. '-- ~ ., ' '" , \" .' .,..' ~
,. ... .~-: ~ v. ~ . .,...... .....~ A., "'\' .tvtfOOlllolltICttIUII' . ..~_" '''. ~
\ 1":'~ '.llltDWAY .UT, a_oo\\.\~~~..\_,~ o,f" '. !'- 0 A'- . ~'-. <..: .':~ '::;""i (.
,: i~/;:-:'-.:;":'~~': ,': . \"", - ;,' , "'rfM" . '.. , "'~,. . ':>:,'!,~
. ,'I .,.,_~...~.t........ ~..' ."...'\,...... "0 '. . '~J~.'~" " ,.'~l [....'.
........,... ..,...-.... ~ -,".""
~..~:~:~..~~, -,t(.,:" ,~::. "> .,.. ___"~d --,.'-',::''',J ~y
~ ____MIiIC ....-..... ....... .' -' . . . ' .. '.., ~1 *~
. ~--~._-_..' .........- ._._-,._-,,- ----'--'_._---_._-_._._-..._--~ .~- ...._.j,~
~al8~S?B~ ~OqlOOOOlq~ 1000~OOOOOO~~
EXHIBIT
I
k
aw
C;3'-f~~ 1//
MassMIl(llaf
H,i,.I;{1I/ Afol/{IWI/IC'/If
Notice oj Retirement and
Electioll oj Method oj Payment
f""'l\^t~9g.~lIlI
pq RclilclllclIl
"ll~~1'~'l:i~llf':'~:lc. Auoc. of PA!Pennsy1vsnia
, I Di.ahilily
O(rf JDRo\HCltlSUB/MOUf'
I'articipant IJata
;;~..I( I'.... .......0 11t'lt1 d 1
Robert . E m ston
CE."'''ICAlE ffUMRtA
ru tOIN'''ICA'o. NUUOEn
"'20"b~'m38'..n'"
"mm~'
...
f.A^"."''''OlIflI..,o;
!",...or"",uu!tn((,
,X'M II F
lU.RUAt, SfAIUS
f, Mnnictl I' Sin{lle
911 Brsdford Rosd
Hsrrlshurg;-FA 11112
!=Ih ~HAtr 11.
Bel/ejit Data
"'''''A^' ^"'''"1' O)l.....'K;f"'lNI {lAir
8/1/1994
orl"'lAt, ANIUtt'r C()MUf;HCEWIf""I DAlE
1/1/93
Ot~^BIl" y MNErn Ct'lUM(NCE~N' 0"'1
(l/oIf')f r"'UIlIf'^'ff..'l'
2/1/15
"^A'IC"'ANI S CONtmeunOtlS WlfllIN'tnUt
"'''''ucrlWt 5 tQf\ltnf8U'1ONS WUHOUt 1N'lntS'
-.. _._~-- _.. - ---.--.---.
Eltetion of Method of I'a)'ment (10 he rampltled by POl/icipolllJ
\'IInr 1'1,," ,\"lIIlnl"rnlllr "ill nd,l~c JIIU "hlch mcthod,"f paJlI1clI' Dr, D,'ailahl, under Jltur rlan.
, r1nllllIlT('h e lilY h,:nelil' wnlll,enl'inl; 1111 hlalcl Jsnuary I. 1993
, I I 'nn"" , k.II',nlil ip;lIll: 'cleclln rnehe Ill)' ""nelil' in Ihc nlClhn" d,Ct:kc" hrln..,
X' ~'all;ed I',ulkil'anl: I un.II'I\I;tnlllhc 1'1 III i.i..u, "'Ihe Quatiric,t Inilll alltl Sun h'", ^nnuify and (rhCt:k nue):
I * t delf In 'cl'd,'c illY henelil' in IllC r"'IlI..r" Qu,dilied Jnin! :u", Sun'imr ^nuuily \\i1h ~ 'l-rcflllinu,ull'e In
rny 'I"""C "1""'III}' ,lealh, 1C""Ul'lelc J.'inf ^unuil'llIlI IIcnelidall' I>al" ,...'fi..n ""In...)
, I dCl'l ""'111 'el'd"" rny l'Cuclil' '" " ()ualir;"I Jni'lI ",,,I SIII\'ivnf ,\nrn,il)', Inllc",I. I elel" In rCl:eh'c
rny I",uelil. in Ihe llIell"ul dlClkel' hdnw, t Wrinen nlll.en' or 'Iull"c i~ le'luitCII. Sce le"c"e ~i"e.)
MlIIlllrl)' I....ndil '''I I Ill' Nnlrnal ^III,u;ly hllrn I'a)ahle a~ nr ^"nuily C"'nn'elll'crnenl Dale S
I I Lilt' Ann"il)' '''"I....alh I'l:ndill S
! I l.i'" ^nnnil) wilh I'ay llIelll' {lua""111.ClI'nr (( 'helk '",e an., cn"'plefe Jninl ^nrlllilnnf I nellCrlCiary I>al" ''Clol\'.l:
! I {,lIll1nnl'" S , I 12111l1..nlhl S , I 11111 m'.lIl" S I I mnnlh, S
II alllre .Ia'" nr ';;Y~Ic",i;-;;ny ~1~lIanleClII~'y IlIC1lI'lCn".in !".}'"hlc,l cieri 10 1~1\'c any ICI1I"inin, "'1)'l1ltn'~ (rink ,.It):
i ! wnlirll'ellln m)' ',,'udidaf)' , I f1I1I1Il1Ufc.1 ","I !",i.1 ill onc "111I10 my ""nelidnr)'
;J< I ,I..inl m,,1 SIII\'in'r Anuuil)' (Chelk l'llulinu"ul'e m,,1 CUIIII"I'le Jllinl ^nm,i1anll OCl1elid,u)' IJ"ln 'cl'lion hdow, 1
, I 1,,11 $,__,_,__ I I l\\n,lhiltl, $______ !xl ,.,c,h"U SJ~,U,_9l I I nther 'lo S
! lOne Sum (,,,.h 1''')11I('111 $________ L#,,~ '"It Jr'/' ,..,0/. d",!."i,.,ov
~t."lili,',1 ('".h "durlll ,\lInnil)' $________________
{{'nllll''''Ie Jninf ^nnnil'lIIl I lIendil'ia,y I)ala '...Iilln ''I:'n"',1
I rrl11l'llfal y "fll1l1ity \_.___~ _ "_'. . ____'___"___
1:'lim.ll{"tl allllHtnl nl ",im;u)' Stli4:.,,' SCl uril)'lx'l1cfit fl' S _____.. tnHtllhty In ctlmmrnt,:t. tll
t \ ^~c (,~ 't pi iur III '\l!(' (\~ "" .__ >
,....,
I! ('lhnl'I"'lily"l'li,.'I_________
\
J' "-1( A;;; ~;,;l-;;ti';;4i.W1;w;.tf----'-_._-<----~...-.----*-"+.
F.llnnr S, Edmiston
}"i/lt ,\nnllitnnt IlItlltjirinr,l'lJntn
--_._- '--.'-'-"-----
-----__r~:.
! ~Ix' F _, l '.-rI~'~"~,,;,I..
\\<)0.. ') ,. -'\~\ ~\ ~-i-- -----.;:::::';:::;
~f_;;_;~l ;:j"7"';;;~7\-;;;:'~~-------'-'
lO024Ah42
r"i,::;~~;~O
EXHIBIT
'1.""", 1"1\' I~\ " ",..,11.,. '.1'\1.1 0-';'" f '''''i'.,,, I
I,
,Ftduallneomt Tax Withholdill' Election (must be eomp/tltd)
..
.
~as.Mulual is r~quir~d by law 10 wilhhuld !'ed~ral illCOIII~ lax fWIII laxahl~ ill(OIll~ l'a)'III~IIIS ulIl~.s )'IIU, Ihe pay~~, dc(1
IIlh~rwise. We ar~ also reqlliredlo nlllify you Ihal if .urlkiclIl Fcdclal in(ulII~ lax i. 11111 wilhhdd frulll MI<I/J/"lla)'IIICills Y"II
lIIay hc I~lluircdlo pay ~.Iilllaledlax~s, A pCllally lIIillhl also h~ iIllJlI"~11 hy th~ ms if )'uur wilhh"lllillll i1nd ~slilllalcdla.
pilYIII~nls du nol .alhfy lIIinilllulIIlRS requirclllenls,
1'I~a5e cunlact your lall adl'lsur ur th~ IRS If yuu ha\~ any IJII~,liuIl5 rUII~crnllllllhl, c1~rllun,
Ele(lioll: I have readlhe above illfonnaliulI and:
I I I decllu have nu !'cderal iucollle lax
withhdd frullllllY paYlllclII(sl.
-.
II. I I Silllll~ )14 t.tarri~<I I I
b, NUIIII><:r of alluwall(c, 0
e. I wallllh~ folluwillll "ddili",,,,/ alllllUIII "ilhheldllulII cadI allllllil)' pa)'lIIclIl: ,
()'uu lIIay nul elll~r:lll a1ll1lU1I1 hCI~ wilhllul elltclinlllh~ IIIl1nhcr IIf i111"w:II'wS ill ilellllt)
Nule: I'Jeasf allach a slale "lIhhuldlnlllUl furmlf aJlpllrablc,
~x"'~~~~~ 10./,,4/,....
U'lJil'u o'Qualifiltd Joint a d Sun'iror Annuity (If,.." .t.rI a Joinl and 5I/TI'i\'o, Annl/ir)' M'i,h al t.asl on..h"lf
'J n ronllllllU"tOI Iu )'o"r Jporu~. Ja IIc,t em""/..,,.,
!'ede"ll law ICI,uiICS Ihal a lIIallic<l Jlarticipalll Icecive relirelllclIl pilYlllelll. ill Ihe f""n uf a QualiCic,1 Juilll alld SlIrvivllr
Alllluily, 11,e QualifieJ Juilll allJ Sun'ivur Alllluily pru.i<lc. lifclillle paYlllelll. Iu Ihc JlillliciJlall1. Whclllh~ l>allici,>alllllics,
Ihe 'p"u.c "ill rceei,e hfclilllc .>a)'lIIelll. illlhe .allle ur rCllueeJ allluUIII.
11le p'lIliciJlallllllay waive Ihe Qualifittl Juinl allJ Sur.i\'ur Alllluily wilh .p..usal ('UII'clll ,11I<1 dnllu lel'ci"e ",""her 1'111111
ulpa)'IIICIII, ill whkh east,lhe '1lOu.e lIIay ur IIIi1Y lIul receive pilYIII~lIls "henlhe .>allicip'llll,lie..
I. Ih~ p'''licipalll, ""!.lIuwle.lge Ihal I have rcad Ihe aho"e explanaliun uf Ihe Qualilicd Juilll anJ Suni",,, Anlluily ,ulIl
und~r~louhJ the cncl:h or CAcl:uting this waive... In dning ~n. I ..IIC,., In Ih~ filt.:1 tllill: (l,.h':lo.k apphlplialC ih.:m)
M I c1e(111I have Federal illclIllle lax wilhheld
flllllllllY pa)'lIIelll(sl.
(CIIlIIplele hduw fur allllllily pa>'III~lIIS ullly.)
Mallicd, bill wirhhlllll OIl a higher sillglc laic,
I I I allln.~ 11I"11 icd,
I I I mil "'~ kll"Uy lIIanic.l.
I I I "lIIlellall)' .eparalClI ur "hall.k~I\.'l1.
(CoUll m"cr IlIlh..1 dk\:1 is 11'l,uire."
Spousal Const"t (llynu, Sf'OllSt "'CIS a Joinl ",rd 5",,';\'0' An""il.V .'it" at t"w
o"'.halfn""in"""" 10 ,..", Ju nul U'Jtll'ttlt.)
A, ,he 'I"'ll'c III' Ihe Jlmtidp'"ll,I .I(~IIU\\ k,llle Ihall ha.e leall allllllndc"lall.1 Ih~ ahmc Clpl'IlI"lilo. III' Ih~ Qualili,,'l' Juinl
'Ill" S"I\i\'Ur Anlluity. I "lIlhcr adllll""e"llc alld 1I11llelSlalllllhallllY 'I'''l''~ (allllul ""ive Ihc Qllalilk.l Juilll i1,"1 S"I\ i'ur
'\III1..ily \\ i,huuI lilY C'~I'elll. If I ellllstnl IlIlhe helldil run II UI l><:nclkialY de.igllaticlI' as de\:leJ I"' Ihe re"cr'e ,illc III' Ihh
hum. lilY 'puuw "-,IIUlU! l"h.III~~ Ihis CIC(liun \\ithuut my fUIlIk:r ':"1"(111.
I My ""Iuse's COlIscnt appears below. I
I Cn...elll uf lilY .pouse's lel:a' guardiall 011'1"'.11. below.
I My 'I"'use call1lot he locateJ.
Wllh Ihis '"llkr,I'llIdillg,1 ("CIlI'elll Ill:
I I My 'I"""c's waiser III' Ihe Qualiliell Juilll 011,1 SUlli\'Ur Alllluily alld ekl'lhol ". Iel'ei,c hi, I hel IClilelll,'1I1
hCllclils a, ,1..11',1 lllllhe deltil., fU'III.
I I My ',"..'e's d,,,,liuII III' a, hi, I he, Ik,igll..IClI h':lIehd.n y.
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PENSION CALCULATION FOR EDMISION M D,RODERT P
TERMINATION DATE OF 9~I210
E.'MF'LOYEE NU/'WER --------- 03258 VESnNG YRS ------'-00-.,--- tfl
COMPANY ----------------- POS 9ENEFIT YEARS ----------- 18
SOC SEC NO -------------- 200229730
RECENT HIRE DATE -------- 741001
ORIGINAL HIRE DAlE ------ 741001
MARITAL STATUS ---------- M
SEX --------------------- M
BIRTH DATE -------------- 29 7 19 SPOUSE BIRTH DATE ------- 30 1 30
ACTUAL EMF'LOYEE RETIREMENT AGE - 63 AND 5 MONTHS
CLOSEST EMPLOYEE AGE 63 CLOSEST SPOUSE AGE ------ 63
NORMAL RETIREMENT YEAR -- 1994
NORMAL RETIREMENT MONTH - 8
ACCRUED SERVICE ---------
COVERED COMPENSATION ----
Hl.19165 JllTAL SERVICE ----------- 19.81057
,,"..e' FItJAL AVEFAl;E St~LARY 174853.4.
.:.....~_,~J
TOTAL ANNUAL PENSION AT
~\04~3. 64 .\CTUAL TEI.i1I1JAT ION DATE - 30423.64
TOTAL ANNUAL F'ENSION AT -
AGE 65 ------------------
50Y. J AND S FACTOR ------ 0.923
664 J AND S FACTOR ------ 0.899
10ey. J AND S FACTOR ----- 9.H56
10 YR CERTAIN FACTOR ---- 0,9401
LUMP SUM PAYMENT FCTR 7.5265
LVI. INC liENEFIT UNTIL AGE 62 -
I.VL INC !tEtJEFIT UtllII. AFTER AGE 62
STRAIGHT LIFE ANNUITY/MO -
50~ J AND S AMOUNT ------
66~ J AND S AMOUNT ------
IOO~ J AND S ~MOlmT -----
10 YR CERTAIN AMOl/NT ----
LUMP slIn FAYIIENT IIMOUNT -
I , ( .
3596.f178
3950.263
379513.5
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N THE COURT OF COMMON PLEAS OF
ERLAND COUNTY, PENNSYLVANIA
IVIL ACTION - LAW IN DIVORCE
O. 97-4129 CIVIL
flLffi -(FACE _. ""
OF l' ': t-:-.,,"l')\!Cill~11
OBERT BEVERLY EDHISTON,
Plaintiff
9atlAY-5 PM 1:04
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y,
OR STERN EIlHISTON.
Defendant
PLAINTIFF'S PRE-TRIAL
STA'mIENT IN <XlKPLIANCE WITH
PaR.C.P. 1920.33(b)
LAWllmcIlOf
HO.,IliA I; Kl881NGBR.. MILES, ee.
I JO WAl.li1lT STaIn
POST OffIClIKlX 110
tlUlllIIwaG. PINlmLVANlAItIOll
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ROBERT BEVERLY EDMISTON,
Plainti ff/Petiliollcr
v,
)
)
)
)
)
)
)
,
NO, 97-4129 CIVil
ELINOR STERN EDMISTON,
Defendant/Respondcnt
CIVil ACTION - lAW
IN DIVORCE
RULE TO SHOW CAUSE
AND NOW, this 3 uI day of mAil ~.A
, 1999, upon consideration of
PlaintifflPetitioner Robert Beverly Edmiston's Petition for Bifurcation, a Rule is hereby entered
upon DefendantIRespondent Elinor Stem Edmiston to show cause. if any she has, why the relief
requested should not be granted. This Rule shall be returnable at hearing on th~-Mday of
~ ./ , 1999, at 9:00 A ,m. in Courtroom L, Cumberland County
Courthouse. Carlisle, Pennsylvania.
Q,..,.aJ E. bl6.:JO J,
/
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ROBERT BEVERLY EDMISTON.
Plaintiff/Petitioncr
v,
)
)
)
)
)
)
)
NO, 97.4129 CIVIL
ELINOR STERN EDMISTON.
DefcndantIRcspondcnt
CIVil ACTION -lAW
IN DIVORCE
PETITION FOR BIFURCATION
PlaintifflPetitioner Robert Be\'erly Edmiston. by and through his counsel. Howell,
Kissinger & Miles. P.c.. hereby respectfully submits this Petition for Bifurcation and in support
thereof a\'er5 as follows:
I. Petitioner is Robert Beverly Edmiston. Plaintiff in the above-captioned
divorce action.
2. Respondent is Elinor Slem Edmiston, Defendant in the above-captioned
divorce action.
3. Petitioner and Respondent arc husband and wife. having been lawfully
married on August 15, 1951.
4. The parties have lived separatc and apart since December 28. 1995. a
period of over three years,
5. On July 29,1997, Petitioner filed a Complaint in Divorce in the
Cumberland County Court of Common Pleas. in which he asserted. inW: W. that the marriage
of the parties was irretrie\'ably broken and requested the Court to enter a divorce decree,
6, A truc and corr~'Ct copy ofthc Complaint in Divorcc was scrvcd upon
Respondent by certified mail and thc return reccipt card signed by Respondcnt was marked as
having been delivered to hcr on August 4, 1997.
7, Neither party's property rights would bc affecled in any way by bifurcation
of this divorce action.
8. Bifurcation of the divorcc would not altcr the economic slatus quo.
9, Petitioner has suffered due to his inability to restructure his own personal
life.
/0, Bifurcation is authorized by thc Divorce Code and Pa.R.C,P. 1920.52(d).
I \. The public policy of this commonwealth and the legislative intent of the
Divorce Code as set forth at 23 PaC,S.A. ~3 /02(a) is to:
(I) Make the law for legal dissolution of marriage effective for dealing
with the realities of matrimonial experience;
...
(3) Give primary consideration to the welfare of the family
rather than the vindication of private rights or the punishment of matrimonial
wrongs;
(4) Mitigate the harm to the spouses and their children caused by
the legal dissolution ofthc marriage....
12. The public policy considerations embodied in the Di\-orce Code will be
furthered by bifurcation in this matter.
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6, A true and correct copy of the Complaint in Divorce was served upon
Respondent by certified mail and the return receipt card signed by Respondent was marked as
having been delivered to her on August 4, 1997.
7, Neither party's property rights would be affccted in any way by bifurcation
of this divorce action.
8. Bifurcation of the divorce would not alter the economic status quo.
9. Petitioner has suffered due to his inability to restructure his own personal
life.
10. Bifurcation is authorized by the Divorce Code and Pa.R.C.P. 1920.52(d).
11. The public policy of this commonwealth and the legislative intent of the
Divorce Code as set forth at 23 Pa.C.S.A. ~3102(a) is to:
(1) Make the law for legal dissolution of marriage effective for dealing
with the realities of matrimonial experience;
...
(3) Give primary consideration to the welfare of the family
rather than the vindication of private rights or the punishment of matrimonial
wrongs;
(4) Mitigate the harm to the spouses and their children caused by
the legal dissolution of the marriage,...
12, The public policy considerations embodied in the Dh'Orce Code will be
ftu1hered by bifiJrcation in this matter.
2
13. Petitioner believes and thereforc avers that thc advantages ofbifurcalion in
this divorce action are substanlially greater than any pOlenlial disadvantages for thc following reasons:
(a) A speedy resolution of the divorce claim will allow the partics to
restructure their personal lives after a separation of over three years;
(b) The litigation between the parties will be simplified and the stress
minimized by the granting of bifurcation in these circumstances;
(c) Bifurcation of this divorce action will assure that each party's
personal life is not held hostage to economic claims; and
(d) Bifureation will in no way prejudice, diminish or impair
Respondent's economic circumstances or claims under the Divorce Code,
WHEREFORE, Plaintifti'Petitioner Robert Beverly Edmiston respectfully requests that
this Honorable Court grant his Petition for Bifurcation, reserving jurisdiction over any pending
ancillary economic claims.
Respectfully submitted,
Date: 1f F.dr 'f1
C2 ~.d\=9
Cindy s. c;;tey; Esquire
HOWETr, KISSINGER & MILES, P,C.
130 Walnut Street
P.O. Box 810
Harrisburg, P A 17108
Telephone: (717) 234-2616
Counsel for Plaintifti'Petitioner
Robert Be\'erly Edmiston
3
.
VERI FICA TlON
I. Robert Beverly Edmiston, hereby swear and affirm that the facts contained in the
foregoing Petition for Bifurcation are true and correct to the best of my knowledge. information
and belief and are made subject to the penalties ofl8 Pa,C,S, ~4904 relating to unswom
falsification to authorities.
Date: It P.dr 9'1
Robert Beverly Edmiston
complaint, Husband requcstcd that a divorcc bc granlcd and raiscd Ihc issue of equitablc
distribution,
6, At thc timc of separation. thc partics owncd a rcntal homc (hcreinaftcr
referred to as "Rcntal Homc") in Midway, Utah.
7, In approximately Dccembcr of 1996, following thc sale of the parties'
marital rcsidencc. Wife moved into thc Utah Rental Home where shc has rcsided ever since.
8, Following separation, Wife purchased a vacant lot in Midway, Utah,
utilizing joint marital funds, with the intcnt of building another residence (hereinafter referred to
as "New Home") for herself,
9. In order for Wife to qualify for thc construction loan necessary to build the
Ncw Home, Husband's namc was placed on thc title to the New Home, and he co-applied for a
construction loan to build the home on the lot with Wife in the approximate amount of
5281,671.16. In addition to the funds received from the construction loan, Wife has, since
separation and without Husband's consent, removed the following funds from marital accounts
of the parties which Wife indicates were utilized towards the construction of the new Utah home:
(a) Merrill lynch Joint Account - $340,843,82;
(b) Proceeds of sale of marital residence - 559,044.37;
(c) Wife's Merrill lynch IRA - 517.418;
(d) IDS/American Express Mutual Fund Account - 5140,000.
10. On or about February 4, 1998, Husband filed a Motion for Appointment of
Master on the issue of divorce and equitable distribution. E. Robert Elicker, II. Esquire, was
appointed as divorce master in this matter. Following a pre-trial conference with attorneys for
2
both partics, thc divorce mastcr schcduled anolhcr prc-trial scttlemcnt conference 10 occur on
Octobcr 7, 1998.
II, On or about Octobcr 2, 1998, thc partics rcached an agrcemcnt in principal
and based upon said agrecment, thc October 7, 1998 scttlcmcnt confcrence was canceled.
12. Pursuant to said agreement. in ordcr to offset for thc amount of funds
rcmovcd from marital accounts by Wife, Husband was to rctain the balance in thc joint Mcrrill
lynch CMA account and receive a portion ofthc procceds of the sale of the New Home which
was to be completed by Wife and sold,
13, While Wife had been paying the monthly interest payments due on the
construction loan ofS2,315,I2 per month. she ceased making said payments on or about
October 22, 1998 in violation of the agreemcnt that had been reached on October 2. 1998.
Thereafter, to prevent foreclosure, the payments for said interest payments have been made out
of the joint MerriUlynch CMA account.
14. In speaking with the financial institution holding the construction loan,
Husband learned that not only had Wife not been making the interest payments due on the
construction loan, but that there was also a mechanics lien filed against the New Home by the
contractor in the approximate amount ofS86,OOO.
15. While the financial institution is willing to convert the construction loan to
a conventional loan thereby reducing the monthly payments. it will not do so until said time as
the mechanics lien is satisfied.
16. As Wifc has had sole and exclusive contact with the contractors associated
with the construction of the New Home. Husband's attorncy requested information from Wife's
attorney concerning whether or not Wife believed the mechanics lien to be valid,
3
17, To datc, Wifc has not rcsponded to this rcqucst.
18. In addition, in an attcmpt to mitigatc damagcs, Husband's attorney was in
contact with a rcal cstate agent, Dcnisc Peck, with whom Wife had prcviously indicated she
desired to list the New Home, for the purpose of ascertaining Ms. Pcck's continued willingness
to so list.
19. Ms. Peck indicated that evcn though thc Ncw Home was not completely
finished that she did not believe, given the market with which she is extremely familiar, that the
costs of completing the house would be recouped out in the sale of the New Home, and therefore
she advised that the Ncw Home be sold "as is,"
20, Accordingly, this information was passed on to Wife's attorney who
indicated that he would advise Wife to take the steps necessary to have the home listed for sale
including. ifnecessary, obtaining an appraisal to assist in establishing a listing price,
21. To date, Wife has taken no action towards listing the property for sale.
22. At this point. Husband is not even certain that Wife will recoup her total
investment in the house,
23, Husband is prejudiced each and every month the Ncw Home is not listed
for sale and sold in that monies must be withdrawn from the joint Merrill Lynch account, funds
to which he most likely will be entirely entitled in equitable distribution proceedings, to pay the
interest due on the construction loan,
24, A bifurcation hearing in the above-referenced matter is scheduled to occur
on April 30. 1999 at 9:00 a.m.
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HOWETl', Kl8SlNGER A MILK& RC.-
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APRUI999
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION-LAW IN DIVORCE
r\~).t;"r <:::
c;:~: - "',-'-'; ---'r; 'jT;J1Y
ng Jm. I n ~'!2' r 1
:J ,\_.1 _ r II ""II.
ROBERT BEVERLY EDMISTON,
Plaintiff
,.'~ i",. '....' ,:, _ ,1;IJ1"
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P'-!,,~\'1" \1" PI
c,..'vll..-\I....JI..\
v,
ELINOR STERN EDI1ISTON,
Defendant
PLAINTIFF'S AFFIDA VIr UNDER
!i330l(d) OF THE DIVORCE CODE
1.\. OffIeU Of
BOW2ih. KISSINGER., MILES. He.
110 WAlHVTIlTllm
l'OJT OfflCl80.X 8'0
114.._'....hl'I",YLVAHlA HI'"
LAw Onk.'U Of
1I0WETT, KISSINGER & CONLEY, p,c.
110 WALNUT STlIHT
POST OFFICE BOX 110
HAlllIIUIO. hNNsnVAHIA 1110~
JUIlNl',1l0WHT,JR
DONALD r KISSINGER
CINDY S. CONLEY
DARREN lIlOI.sT
(711)2H.2616
FAX (7171234-~2
DEBRA M SHIMP
I.cpl Au_I
July 5, 2000
John J, Connelly, Jr" Esquire
JAMES. SMITH, DURKIN & CONNEll Y
13~ Sipe Avenue
Hummelstown, PA 17036
Re: Edmiston v, Edmiston
Dear John:
I spoke with my client on Monday who indicated that the 501 Rainbow lane, Utah
property is under contract for sale, As you are aware, pursuant to the parties' agreement, at the
time of sale, your client is to reimburse Dr. Edmiston for all payments made toward the mortgage
of that property from September I, 1999 through the sale of the property. Moreover, at the time
of sale of the property, the remainder in the joint CMA account is to revert to Dr. Edmiston, I
anticipate that your client will cooperate in ensuring that the funds in the jointly titled CMA
account are transferred to Dr, Edmiston and that he is payed the amount that he is owed at the
time of settlement of the Utah property. If that is not the case, please advise so that I can
appropriately address this issue with the court.
Moreover, at a recent Divorce Master proceeding before Robert Elicker, Esquire, Traci
inquired as to the status of this case, I advised her that I had, quite some time ago, forwarded a
draft Marital Settlement Agreement for your review and had as of yet to receive a response.
Please advise whether or not we witl be able to enter into a Marital Settlement Agreement or, if
the transcript of the September 29, 1999 proceeding will be the sole evidence of agreement
between the parties. I am providing a copy of this letter to Traci of Attorney Elicker's office to
update her on the status.
I look forward to hearing from you.
Very truly yours.
/?
CSCislc
cc: Traci Jo Colyer
Dr. Robert Be\'erly Edmiston
.
JOSEPH T. DUN BECK, JR.
AI/orne)' all.aw
5 I West Center Strccl
P.O. ,Box 947
Hcbc:r City, lrr 84032
Telephone: (435) 654.7122
Facsimile: (435) 654.7163
May 22, 200 I
E. Robert Elicker, II
Divorce Master
9 North Hanover Street
Carlisle, P A 17013
Re: Robert Beverly Edmiston v. Elinor Stern Edmiston
Cumberland County Case No, 97-4129
Dear Master Elicker:
Please send a certified copy of the Divorce Decree entered July 21, 1999, and a certified
copy of the agreement on record on September 29, 1999, regarding the economic claim of
equitable distn'bution in the above matter. A check in the amount of $9.00 is enclosed. Please
notitY this office if any additional fees are required.
Thank you for your assistance.
<.
Sincerely,
--. ']1\<. / .
. '. ....,.,= 1:/~i'dit~~
"Joseph T, Dunbeck, Jr. r
JTD:ks
-
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4. On September 29, 1999, the parties entered into an agreement resolving all
economic issues related to their bifurcated divorce action. The agreement was read onto the
record by Mrs. Edmiston's allorney. A copy of the agreement as read onto the record is attached
hereto, marked Exhibit "A", and incorporated by reference herein as ifset forth at length.
5. The parties, at the time of separation. owned a Merrill Lynch Cash Management
Account (hereinafter referred to as "CMA"), in the joint names of both the parties.
6. Pursuant to paragraphs 5 and 6 of the September 29. 1999 Agreement, the parties
agreed that Thirty Five Thousand Nine Hundred Fifty Two Dollars ($35,952) in the CMA would
remain in the account and be utilized to pay monthly mortgage payments on a jointly owned
property in Midway. Utah, which property became Wife's sole and exclusive property pursuant
to the same Agreement. The remainder of the CMA. pursuant to the Agreement, became
Husband's sole and exclusive property.
7. Moreover, pursuant to paragraph 5 of the Agreement. commencing at the time the
Utah property sells or, at the conclusion ofa fifteen (15) month period commencing September
1,1999. whichever first occurs, Wife is to begin paying back to Husband the total amount of the
mortgage payments made out of the remainder of the CMA Account plus interest for the Utah
property over a fifteen (I S) year.
8. Pursuant to the Agreement. all parties executed a letter to Merrill Lynch direttinC
that the Utah property mortgage payments be taken out of the joint CMA Account. A copy of
said letter is attached hemo marked Exhibit "B" and incorporated by reference herein as if set
forth at length.
2
9. Moreover, in accordance with thc Agrecment on Octobcr 5,1999, Mr. Edmiston's
counscl forwarded to Mrs. Edmiston's counscl a Icucr cnclosing a leuer for Mrs. Edmiston to
execute directing that Thirty Five Thousand Nine Scvcnty Two ($3S,972) should bc retained in
the CMA Account for payment of the Utah propcny mortgage and that the remainder of said
account should be transferred to Mr. Edmiston's Merrill Lynch Account held in his name alone.
A copy of this letter and enclosure are attached hereto marked Exhibits "C" and incorporated by
reference herein as if set forth at length.
I O. Mrs. Edmistun refused to execute the letter to Merrill Lynch directing the division
of the account pursuant to the parties' a~eement and instead returned it to Merrill Lynch with a
note indicating that she would sign it after the refund of the 1999 taxes were divided. A copy of
the letter \\;th Mrs. Edmiston's notation as received by Merrill Lynch is attached hereto marked
Exhibit "D" and incorporated by reference herein as if set forth at length.
11. Prior to the parties' Agreement of September 29,1999, the parties had agreed to
file a joint 1998 federal tax retum.
12. Said tax return, at Mrs. Edmiston's assistance, was prepared by her CPA in Utah.
13. The first draft of the 1998 joint tax return directed that Nine Thousand Dollars
($9,000) of the tax refund should be applied to the 1999 estimated tax and the remainder
refunded by check to Mrs. Edmiston.
14. This was unacceptable to Mr. Edmiston, as he has paid the majority of the 1998
taxes and because the parties would be filing separate returns in 1999 since they were now
divorced. Accordingly, Mr. Edmiston amended the tax return to provide that the refunds would
be deposited into the parties' CMA Account. By letter of August 9, 1999, Mr. Edmiston's
counsel relayed this information to Mrs. Edmiston's counsel along with the amended tax mum
3
VERI FICA TION
I, Cindy S. Conley, Esquire, hereby swear and affirm that the facts contained in the
foregoing Petition for Enforcement of Divorce Agreement Pursuant to 23 Pa. C.S.A. ~310S(a)
and 23 Pa. C.S.A. ~3S02(e) are true and correct to the best of my knowledge, information. and
belief based upon information provided by Defendant, Elinor Stern Edmiston and from my own
first-hand knowledge and that said facts are made subject to the penalties of 18 Pa. C.S. ~4904
relating to unsworn falsification to authorities.
Date: 10 :r tvYI .Q0CtJ
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA
ROBERT BEVERLY EDMISTON, )
Plaintiff )
)
v. )
)
ELINOR STERN EDMISTON, )
Defendant )
NO. 97-4129
CIVIL ACTION . LAW IN
DIVORCE
CERTlFICA IE OF SERVICE
I, Cindy S. Conley, Esquire, counsel for Robert Beverly Edmiston, Plaintiff in the above-
captioned action, hereby certify that a true and correct copy ofthe foregoing Petition for
Enforcement of Divorce Agreement Pursuant to 23 Pa. C.S.A. ~3105(a) and 23 PI. C.S.A.
~3502(e) was served upon John J. Connelly, Jr., Esquire, counsel for Defendant, Elinor Stern
Edmiston, by depositing same in the United States mail, first class, on January 10, 2000,
addressed as follows:
John J. Connelly, Jr., Esquire
DURKIN & CONNELLY
134 Sipe Avenue
Hummelstown. PA 17036
Date: 10 ..]'--.; ~OOO
Cindy S. C
HOWETT, ISSINGER & C
130 Wainut Street
P.O. Box 810
Harrisburg, PA 17108
Telephone: 717.234-2616
Counsel for Plaintiff, Robert Beverly Edmiston
ROBERT BEVERLY EDMISTON,
Plaintiff
vs.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 97 - 4129 CIVIL
ELINOR STERN EDMISTON,
Defendant IN DIVORCE
THE MASTER: Today is Wednesday, September 29,
1999. This is the date set for a conference with counsel and
the parties in the above captioned divorce proceedings, Present
in the hearing room are the Plaintiff, Robert Beverly Edmiston,
and his counsel Cindy S. Conley, and the Defendant, Elinor Stern
Edmiston, and her counsel John J. Connelly, Jr.
A divorce decree was er.tered on July 21, 1999, by
Judge Guido preserving the econo~ic claim of equitable
distribution which is the claim currently pending before the
Kaster.
Counsel and the parties have advised that after
negotiations this morning they have reached an agreement with
respect to the economic claim of equitable distribution, which
they are going place on the record. The agreement as stated on
the record will be considered the substantive agreement of the
parties not subject to any changes or modifications except for
correction of typographical errors which may be made during the
transcription. Counsel will have an opportunity with their
clients to review the draft of the agreement and make correction
of typographical errors as required. After the corrections have
EXHIBIT
I _ __J1
been made we will determine whether or not we are going to have
the parties sign the agreement by way of affirmation of the
terms or whether the agreement will simply be sent to the Court
without signatures but with the understanding that the agreement
on the record cannot be substantively changed. Counsel may also
decide that they will want t? prepare a supplemental agreement
for the signature of the parties at a later time. Mr. Connelly.
HR. CONNELLY: The parties have reached an
agreement on the division of their property. Wife, Elinor
Edmiston, will retain the following assets as her sole and
separate property:
1, The proceeds from the sale of the marital residence which
she received at the time of the sale of the marital
residence in 1996, the amount designated for the proceeds
being $59,044.37,
2, Wife will retain sole ownership of two properties located
in Midway, Utah, 475 Rainbow Lane, which is her present
residence and 501 Rainbow Lane, a property that is now
listed for sale, No value has been identified for the
501 Rainbow Lane property although it is presently listed
for sale at a listing price of $650,000,00. There is a .
mortgage balance against that property ih the amount of
$312,000,00. She will al~o retain, as indicated, 457
Rainbow Lane, Midway, Utah, with a value of $254,647,00
and a mortgage balance of approximately $45,700.00.
The Rainbow Lane property is subject to the existing
mortgage and wife will indemnify and hold harmless
husband on the said mortgage and make payments in a
timely fashion.
3. Wife will also retain as her sole and separate property
her Merrill Lynch IRA with a value designated at
$15,160,00; her IDS American Express fund with a value of
$142,180,19; and funds advanced to her from the Merrill
Lynch joint CMA account in the amount of $324,563,82,
". ;-.. ,." - ;.., -
.'
4. The parties will equa~ly divide husband's pension
benefits through Blue Cross and Blue Shield. There are
two benefits which total approximately $4,400,00 per
month of which wife is receiving $2,200,00. There is a
50\ joint survivor annuity on each of those benefits and
upon the death of husband, wife will continue to receive
the $2,200.00 per month payment.
The parties will execute QDROs necessary to specifically
assign 1/2 of the benefit each month from both of those
pensions to wife individually, In the event wife
predeceases husband, her portion of the benefit shall
revert to husband as his separate property.
Until each QDRO is in place with Mass Mutual, husband
will continue to make the $2,200.00 a month payment
directly to wife. This will be an alimony pendente lite
payment since ultimately the payment received by wife
will be taxable to her.
5, The $312,000.00 on the Utah property requires a monthly
payment of $2,396.80 per m~nth. This payment is to
begin in September 1999 ar.d t:he parties have authorized
Merrill Lynch to advance from the joint cash management
account, No. 87233719, thE $2,396.80 per month for a
period of 15 months. Fron the September 1st 1999 payment
forward, wife will reimburse husband for each of those
monthly payments. The payments shall terminate at the
end of 15 months and in the event the 501 Rainbow Lane
property is not sold by that time, wife shall begin
paying back to husband the total amount of the payments
for the 15 month period at 7\ interest amortized over 15
years. Wife also will immediately, at the end of the 15;
month period, arrange to have the property auctioned or
have husband's name removed from the mortgage and
continue to retain sole ownership of the property,
In order to insure th~ continuing mortgage payments, the
parties agree that the joint CKA account, referred to
previously, shall have a balance in it of $35,952.00
representing the monthly I:IJrtgagE payment, $2,396.802
x 15 months, The remaining monies in the CHA account
shall be the sole and separate property of husband and
shall be moved out of that account into a separate
account in his name only: that will be referred to
subsequently in property retained by husband,
In the event of the death of husband prior to the
completion of the terms of the agreement, wife agree.
that she shall pay to husband's estate any payments dues
r,
per the provlslons relating to the mortgage payments over
the 15 month period. Any monic' left in the joint
account, in the event the house sells prior to the end of
the 15 month period, will remain the separate property of
husband pursuant to the equitable distribution provisions
of the agreement.
In order to secure the $35,952.00 potential advance under
the Merrill Lynch ca~h management account, wife agrees to
grant to husband, upon the transfer of title of both the
457 Rainbow Lane, Midway, Utah property and the 501
Rainbow Lane, Midway, Utah property, a mortgage against
each of those properties in that total amount of money.
The balance due on that mortgage may be less than that
figure in the event the house is sold prior to the end of
the 15 months and the mortgage will reflect the fact that
the balance due is the number of payments times the
number of months the payments were advanced in the event
the property is sold prior to the end of 15 month period.
6, Husband shall retain as his sole and separate property
the balance in the Merrill Lynch cash management account
after the set aside of the $35,952.00. The balance in
the said account as of August 31, 1999, being
$473,294.00.
7. In addition, husbanu shall retain his Merrill Lynch IRA
valued at $150,013.0') and shall retain funds removed by
him from the joint CHA account in the amount of
$124,904,10.
8, Wife shall be responsible fcr the preparation of the
deeds and mortgages on the Utah properties and husband
shall be responsible for the cost of preparation of
the QDROs to divide the pension benefits.
9. The parties have, to their mutual satisfaction, divided
all of their personal property, and all property in the
possession of each party remains their sole and separate
property as of the date of this agreement.
10. In addition, the parties have executed today
authorization to Kerrill Lynch to tegin advancing the
$2,396.80 to Equity One Incorporated, the mortgage
company, on a monthly basis. The initial document
signed advances ttp monthly payment for September of 1999
and the second document signed authorizes the advance on
a monthly basis, obviously $ubject to the terms of the
agreement.
11. Husband also authorized Merrill Lynch to pay from the CHA
account the tax liability due to the state of Utah in the
amount of $4,133.00'and the payment to Dick R. Jenkins,
CPA for cost of the preparation of the tax returns in the
amount of $475.00. These documents have already been
signed and will be forwarded by husband's counsel to
Merrill Lynch in order to get the tax liability paid.
12. It is the intent of the parties to execute a written
property settlement agreement prepared by husband's
counsel reflecting the terms agreed upon today. In any
event, this is the final agreement of the parties and
with the exception of generic and general language in the
agreement, no changes can be made in the financial
circumstances of the agreement.
In the event the final written agreement is never signed,
the transcript of these proceedings represents the full
and final agreement between the parties.
13. The parties have fully disclosed each to the other
all items of marital property subject to equitable
distribution and are fully satisfied that all of those
issues have been addressed in this proceedings,
MR. CONNELLY: Ms. Edmiston, you've heard me
dictate on the record the terms and conditions of this
agreement, correct?
MS, EDMISTON: Yes.
MR. CONNELLY: And we have discussed this over the
last few days for several hours; is that correct?
MS, EDMISTON: Yes.
MR, CONNELLY: And this morning over the last two
hours we have discussed it?
MS, EDMISTON: Yes.
MR, CONNELLY: Do you understand the teras ot the
agreement?
MS. EDMISTON: Ves.
MR. CONNELLY: Do you understand that this is the
final agreement and cannot be changed after these proceedings
are completed today?
MS. EDMISTON: I understand.
MR. CONNELLY: Do you be~ieve the agreement is fair
and reasonable and it is in your best interest to complete this
matter?
MS. EDMISTON: Ves.
MS. CONLEY: Or. Edn;iston, have you been here today
while we dictated the terms and conditions of this agreement?
DR, EDMISTON: Ves,
MS, CONLEY: Do you understand the terms and
conditions of this agreement?
DR. EDMISTON: Ves, I do,
MS. CONLEY: Do you understand that this is your
final agreement and that you cannot chanqe it after today?
OR. EDMISTON: I understand,
MS. CONLEV: And you are enterinq into this
agr....nt voluntarily?
DR. EDMISTON: Ves.
MS. CONLEY: And do you b.li.ve it to be fair?
OR, EDMISTON: I beli.ve it to be fair,
.
F",,,,.,,,O 19'18,ROBERT AND ELINOR EDMISTON 200-22-9730
Tax and
Credits
$1.,..0
o.ca.cnon
rtXMoIt
-
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uno
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uno
Other
Taxes
.
Paymenta
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Retund
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0100.,f.121
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&1'0 ItN"..
..11'I11"4.
Amount
You Owe
Sl9n
Hen
.lOW"tr.t\r"
$e. .... l'
1(... . e.,.
I~.,..,
ftcCl'Q.
Paid
PrepInf"
Ute Only
,.. Amounl ,,"om II". 3J l'djuSled gross 'l'\COmeJ
J5 . I Check ',/ 0 You ,,"'. 5S '" old... 0 Bhnd. 0 Spouse "as 65 '" C<C... 0 Bhnd
Add 11'10 number 01 bOles c!'1ecked ibO.... il"ld Inler Ihl lotal "8f8 .. 35.
L b 'f you ar, mimed hh"9 separafely and your sPcU$e ItemIzes deduc!Jons a you Wife
I dual-slllus a"en, s... page 29 Ind check h..a ~ J5b 0
J6 En'.. 'he 1.11<< 01 yOut Ilemlzed deducUons ~om Schedule A, line 29, OR Il.and.d
deducllon Shown on the Ie". Bul see PIga 30 10 ftnd your s"'ndard deduclon ,f you
checked any bOI on 111"1' 358 t;$ 3Sb Of It someone can clarm you as a depend,nt . . . .
J7 Subhclllnl J6 ~om hnl 3'
31 It line 34 IS 193.400 or '8SS. mulll~ly 52.100 by th. to~1 numb'" or '.Impbons elilmed on line 6d,
I' lin. 34 IS o"'er S93.400. 1M the wcrlcSh"t on pig' 3O'or I,.,. .amount to ,nfer. . ,
J9 Tluble Income. Subtlcl hnl J8 tom hnl 37.
"I"'. U ''''or.tP\'''!II".J7,''''''40. ,................... .. <........,.
ao Tu. S... pagl 30. Check ,f any tal ~om 10 Form,.) 881' b 0 F",,,, '912. . , . . . . . .
a, Crldll/or child and deplndent care 'Ipanses. Att, Form 2a., .... al I
a2 Credlllor l/1e &ld.'y or Ihe dlsab'ed. AIlaCh Schedule R . . . . 42
4J Child l&x aedll (.... page 31)....,....,.. .. ........... .... .. 4J
U Education aadlls. Allach Form!86J . . , . . . . . . . . . , . . . . , . . . . . ..
45 "'dOllbon ae"'l. Allach Form 8839 .. . . .. .. . . . . , . . . . .. , . . . . . .. 45
41 ForflQn lax aaCl1. Allach Form It 161' raqured . . . . .. '" ... . . . al
a7 Other. Check ~ tom I 0 Form J800 b 0 Form 8396
cO Form 8101 dO Form (.plClly) 41
41 Add Unes "ll'rough a7. These.e you' 1011I crecftlJ. .. . .. . . .. . . . . , . .. .. . . .. .. .. , . . .. .. .. ..
49 Subhcl Uno 48 tom lno 40. 11 hnl 48 is morl than line 40. enter -0- . . . . . . , . . . . .. . . . . . . . . . . . ,~
50 Se/f..mp!oymenll&x....1l. Sch. SE...........,................................... .......
51 AIlernaa-.e minimum l&x. Allach Form 8251 . .. . .. , . . . . . .. .... . . . ........ .. ..... . .. ... . ....
52 Socal seeunly and Medicarl l&x on lip income not repaled 10 employer. ...llach Form a 1 37 .. . . . . . , ,
53 Tu on IRAs. other relirlmenl plIn.. and MSAt. AlIach Form 5329lfrfQUWed....................,
!14 "'dvancleernedlncomeaedilpaymenlstom Form(.)W.2...................,..............
55 HousehcIdemploymentl&xes.AllachSc:/led1lle H...........................,......... .....
51 "'dd lines '91l'ro h 55. ThIs is 101llleJ. . . .. . , . , . . , . . . . , . .. . . .. .. . . . , . .. .. .. , .. .. ...
57 F8<ltrlllncom. l&x withheld tom Forms W-21nd 1099 .. . . . , . . . . 57 3 527 I
51 1998estimeled l&xpayments and amcunllllPUed tom 1997rlhln. 51 33 360
It I Ea-ned lllCome aldll All. Sch. EIC I' you he.. a Q\lIli~nv child.
b Nontaxable _ income: aml ~ I U
Ind type. NO 5..
10 Additionel ch4d tu credil. ...lIach Form sa 12 . . . .. . , .. , .. .. .. ... 10
11 "'mounl plid WIth Form 4868 (raquesllcr -..s.on) . . . . , . . . . , . ., 11
12 EllC8U SOCiII SlCurl!y and ARTA l&x WIthheld (_ plge aJ) .. . , . ., 12
IJ Other payments. Checlc nom. 0 Form 2439 b 0 Form al36.. IJ
.. "'dd U"" 57. sa, 99a. and 60 11'1 h 53, These.1 ur 1011I menlS. .. .... , '" .. . . .. ... ...
15 "lino sa is mor.thln line 56. subl'acl ine 56 tom lno sa. ThIs is the amounf you OYaIPAIll. . . . . , . .
III "'mounl otline 55 you "'snl REf\.IIIDEll TO YOU. ........,.,....,..,.,...................
b Rou1nv nUmba' ".f '" 0 c)J f 0 ~
. c Type: iB"theclcing l3'Savtngs
1J4
JI
J7
JI
39
... ~ ao
PI e
89,009'
I
I
I
I
!
27 6041
61,405:
5 4001
56 0051
9 539'
41
at 9 5391
50 I
51 I
52 I
53
!14
IS I
51 9 5391
II
IS
...
36
27
27
d Accounlnumba' 11 ).'j '11~ "~~I ).7~r7'iJoi
17 Amounl 01 line 55 ",ant APPlIED TO 1'" ESTIMATEO TAll. 17
II ""ne 58 is _I thin Ilne 64. 'ubl'acllne 64 tom Ilne 58. TNt is the AMOIJIT YOU OWE.
For dIlIiIs on Ilow to p.,. _ PIQ8" . .... .. .. . . . . , , , .. . .. ... . . . .... .... .... , , ...... ,. II
It Eslmeled Iu . AJso IncIudI on Ine 68 .......,..,.....', II 4 6 ;.."> ~<:.i" .". .., .
Un"er .,nI11.,. 01._1"1, I ne... tPtal1 "'" ........ tft'trtf\rl'lll'l. acCOfll'9""....."......lftt ,t,,-..,t. In. to tht ...t of ""'.,........ ....hit... they...
"".. CGr"tcl. eft' eOlt'Dl'" OecwallClft of "1#". totPt. tl'!.,. '....,..,.. h'I' Ofl.d "'QrfMIIClft Of ~ICPt .eo.. !'tIS "" 't\IOWtIlIfI.
~7~
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RETIRED
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,......... IOClII ......tt' "0-
520-58-6505
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....... HEBER UT
c.... · lIil
tetf-..........
11M
l1"CHt
84032
CPA
'- -.~.~ ..
,~.
2210'
Underpaymenl of
Estimated Tax by Individuals, Ealates, and Trusls
. s.. Itp..I.In.ltucUonl.
. All<<h 10 Form 1040 1040A.l040NR,1040NR_EZ, or 1041.
O"'!I ""0 'I'S.OI,"
:.c."...,"I." '''' ....,....,
.,.'...., ........... St.."
"".....III'..::l...~I...t'wr..
1998
A"ac"'"",.. 06
$.111'''CI'IIO
Ictenll'P'lfUfttMr
ROBERT AND ELINOR EDMISTON 200-22-9730
Nolo: In mosl O"IS, yeu do nol nlld to!1t Fcrm 2210, Th. IPS ..,R lIgur.lny penally you ow. Ind SInd you I b,R. F,It Fcrm 2210 only lIon. cr mcr.
be.1S ,n PII'I IPply to you 1/ yeu do nel nlld 10 II. Fcrm 2210. you sbJI mly USl 1110 lIgurl yeur plnllly. Enler th.lmeunl ~om PIIIIII.I.n. 21. cr PIIIIU.
Itnl 35. on Ih. p.nally line 01 your IIIUfn, bul do nolllllcn Fcrm 2210,
I Pitt I I Reasons for Filing - 1/ II. lb. cr IC balo.. app,," 10 you. you mlY b. ablt to lower cr ,"""nal. yOU' penllly. Bul you MUST CnICk In.
bo.1S Ihllapply and !It Fcrm 2210 ..'In your III fllurn, "'d balow IPP,," 10 you. chtck Inal bOland nit Fcrm 2210 wdh your III 'lIurn
1 Check whch..er bOlts Ipply (,f none IPply. SIt In. Nole IbO\l'):
I 0 You rllQutst I .llvlf. In cerla,n Cl'cumSllncts, In. IRS WID WII" In cr Pili of Ih. p.nllly, See Wllver 01 P.nllly on pig. 2 01 In. ,nstuebons.
b 0 You USl Ine Innulllzed/noam./nllll'm.n. m.l/Iod. " your 'ncome Vllte<! dur'ng Iht yell. tills mell10d mey rtdue.1ht Imounl 01 one cr mcr.
flQu.ed InsIlUm.nts, See pig. 4 01 111. Instuebons,
e 0 You had Ftd.allncom.lU wlthhtlel ~om w.gos Ind. for tsbmlttd lU purposes, you "allht Wllhhtld lU IS paid on 111. dales II WIS IctulRy
WllI1held. 'nsleld ol,n lIQUI/lmounts on Iht plymenl due dlles. SIt Iht Insruc1lons for lne 23 on page 3.
d 0 Your rllQu.td Innu.! p.yment (Une 14 below) it blstd on yclU' 1997 lU Ind you IIltd 17 ...1IIing I joint reun for aiinti' 199717 1998 bul not for
both yur1,
I Part II I Required Annual Payment
2 Enler yo" 1998lU Iller credits (SIt Plge 2 01 II1t ;"sructionS).. .. . .. . . , .. . . .. . .. . . .. .. .. .. .. .. .. .. .. .. .. .. .. .. 2
3 OIherlUts <SIt Plge 2 0I1I1t instuctionS) .. .. , . , . . . .. .. .. .. .. .. . . .. .. . .. , .. . . , , .. .. .. . .. . . , . .. . . . .. , .. . '. 3
4 Add Unes 2 Ind 3 . . .. .. .. .. . , .. .. . .. . , .. .. . .. . .. . , .. . , .. .. . . . .. . .. .. .. .. . .. . .. . .. .. .. .. .. .. .. . .. .. ... 4
5 Ellned income credit.... . .. , . . ... .. , . ... . , . . ... . ..... .. .. , , .. . , .. ........... ... 5
. AddiUonalehlldlUcrldil,.,....",....,.... ....................",..,.... ....... .
7 Crtdij for Fede'aJ'" plld on Iueis.....................,.,......................... 7
I Add ines 5. 6. Ind 7.. .. .. .. ....... . . . '... . .... ....... . .. ...... , . .. ..... . .... ... ... ........ ........... I
. Curr.nt yNr lU. SubholHne e rom lne 4 ."............................................................. ,
10 MU!bllIy Hne 9 by 90'\ (,90). ...... ..... .. .. .. ......... .. .... ...... ... ...... ....... 10 8 144
11 WithhOlding lUlS. Do no. includuny tsbma'-d lu paYmtl1I1 on Itllt Ine (SIt page 2 GlII1t InstUCIlGnt). .. . . . . . , . .. . . .. 11 3 527
12 SUChct Ine 11 rom lne 9." Itss II1tn S1.OOO. slop hero; do notcompltle 17111e Itllt form. You do notowell1t penaI\y.. ... 12 5 522
13 Enler II1t ... Shown on yo" 1997lu rel\Xn. CIu\Ion: SIt page 2 GlII1t Insl'ucllGnt. .. .. .. .. .. .. . .. . .. .. .. .. .. . .... 13 39 7
U RoqulrtdennullpeymenlEnlerll1t.......OIfine 10 17 Ine 13..,...,...".,...........,......... ............ 14 8 144
NOlI: "fine 11 is u.! 10 or mor.lIltn Ine 14.1 her.. do not owell1t ,00 not IIIe Form 2210 unIts1 e,*"ecl box Id Ibove.
Part III Short Method (CluUon: SIt page 2 GlII1t Insruc1lons 10 nnd out W you can usell1t s/Iort metItOd.1I you CIlect<td bOllb 17 Ie in PIIl/,
skip IIus pert Ind go 10 Part 1V,1
15 Enler II1t Imoun~ W .ny. tom Ine 1 I abo..... . .. .... .. . ..... .. .... . .. , .. . . . .. . .. . ... 15
11 Enler II1t lolallmoun~ Winy. 01 nDmaltd lu payments you made...... , ........ ... .. . ... 11
17 Add lnes 15 Ind 16 .. .. .. .. .. .. .. .. .. .. .. . .. . .. . .. .. .. .. . , . , . , , .. .. .. . .. .. . .. . , .. . . .. .. . .. .. . .. . .. ... 17
II 1011I Underpeymen. far,... SubrlCllne 17 rom Ine 14." 1110 17Itss, slop....: you do not OWl \lie penaI\y. Do not
ftltForm 2210 un1tsI youc/leclltdbox ldlbove..........,.....,........."...,.,..,..,.................... ,.
11 MuI!lpiy Ine I' by .05043 , .. .. .. .. .. , . . . . .. . , .. . , .. .. .. . , , . .. . . .. .. .. , .. .. . .. . .. . , .. , .. .. .. . .. .. . .. .... 11
20 . III11t lmount on Ine I' WlS paid 011 or lIIIIt 4/15199. tn_-o-.
· III11t lmoun. on Ine 16 WIS paid Difln 4/15199. maIlt IN /olIcwtng compulaDon 10 IInd II1t lmount 10 tnllr on Ine 20.
Amount on Number 01 de" paid
ine I' I beIcrt 4/ISIlle I .00019 .. .. .. ... It
21 P!IIAL TV. SubrlCllne 20 tom Ine I" E.... \lie......... Ind on '17m 10olO. ine It; Form 10C0A. ine ";
Fcrm to.oNR lne&e;Form lo.oNR-f ineV'17'arm 1041 ....21..."..,..,.........,......,............ ,. 11
For I'tptl "'1lr1I RtllucUon Ac.IIoIIct, ........ 1 Of..-... 1nftIIcUon..
9 049
9 049
o
9 049
._ 2210~_
.Fa
'~'Il"""" OBERT AND ELINOR EDMISTON
I Part IV , Regular Method Is..' P.gl J 0/ Ihl 'ns~ucbons ,I you arl ~IIng Form 1040NR or I0.0NR-EZ.)
200-22-9730 P.I
Paymlnl OUI DII..
Seclion A - Figure Your Underpayment ('1 (Ill (C) ld)
'/15/98 6/15198 9/15/98 1/15199
22 RequlrlG Inst..Ilmenl.. II bOx Ib app'In, .nll< IhllmounlS
from Sc"tdull Al,llne 26 Ot".WISI. Inl., I'. of ~n. ,.t, 2,036 2,036
Form 2210, In IICh COlumn. . . . . . . . .............. .." .. 22 2,036 2.036
23 ESbm.ted III paId .nd Ib wIl/lhtld (SH pagl J 01 thl
inslrucbons). FOI column (I) only, Ilso Inl. the amounl "om
~nl 23 on linl 27. II ~nl 23 IS equal '0 or morl 'h.n ino 22 for
.N p.ymlnt P"'OdS, stOll '-I; you do nol owlllla p.nally. Do 882 882 14.352 20,771
nol ~Ie Form 2210 urnns you cflIck.d .llo. In PIt'I.. .. . . . .. . 23
Compl.11 IInl' 2I1hroug/l JO 01 onl column belor. going
10 thl nlll column.
2. Enll< .mounl II ..ny, ~om ~nl JO 01 ptl"'OUS COlumn. . . , , . . . , 24 10,008
-
21 Add Unes 23.nd 2.. .................................. r.!!.. 882 14,352 30,779
. .
2t Add .mounls on Unes 28 Ind 29 ollila ptlviollS COlumn. . . . . . . 2t 1.154 2,308
27 SuIltact Uno 26 ~om Uno 25. "_0 or less. Inr. -0-.
For column (I) only, Inr. IIla ..mounl tom "no 23 . . . . , . . . . . . 27 882 0 12,044 30,779
21 IlI1la lmount on lno 27 is _0. SuIltlet line 2S ~om lno 26.
OI/Ie'wrse.lnla'-o- ,......,....,.... ...... .....,..... 21 272 0
2t UnderP-vmenL II Uno 22 IS equal III or morllllan Uno 27.
subhct Uno 27 tom !no 22. Then go III lilt 24 01 no>! 1.154 2,036
column. OI/Ie'wrse. go 10 lno 30. ...................,.. ~ 2t
JO o..;.lymenlll lno 27 is mal lllan lno 22. sullhct lno 22
tom lna 27. Then 00 10 lilt 2' 01 no'" column .. . . .. .. . . . . . . JO 10,008
Section B - Figure the Penalty (CompIe18 Nnts Jllt1rough 34 01 one Column berorlgomg III "" no"'cOlumn.)
1/ I 5198 &I 15198 91 15198
0.'1': C.ys.: 0'''1:
" Apr. II, 111I. Dtctmtltr 31,111I
I
, 31 Numbto' 01 da~ FROM "" da.. shown .b_ Int 31 TO
· "" da18 "" .mounl on !no 29 WIS plld or 12I31J'Je.
whtc_iS__.............,........ .......... 31
.
.
"
I J2
o
o
114
53
UncWp.ymenl on .... 29
(SIe ptge 3 01
"" rnstucliOns)
I
NumH 01
da~ on'nt 31
365
. .08
~ J2 1
18,59 I
12131/98
0.".
23.65 I
12131198
PI"
,
.
" January I, "" . AprIl', I_
I
, J2 NumC. 01 da~ FROM "" dall aIIown ab_ .... J2 TO
· IIla da18 "" .mount an.... 29 WI' paid or 1/15191.
= WhC_iS__..............................
"
~ J4
o
12131198
Cttl'
1115/W
0.",
.. J2
- -Number 01
da~ ~ Int 33 I .07
~J4' I
3. PIIIAI. Tv. Add II ImounIII on ..... 32 .ncl 34 in II -.... Entar "" IIllaI "... and an Farm 10l0.
.... 88; F~m 1 .... ,.. Farm 1 ....' Farm 104CNA-E 27' III Form 10. I Int 26 , . . , . . .
UndltPlyment an .... 29
(- PlOt 3 01
"" instuctonsl
I
I
.
I
........... :II
42
1998 Underpayment Penalty Worksheet
ROBERT AND ELINOR EDMISTON 200-22-9730
Requited Pay....nl P'nally
In.IIUm,",
011. T,D'- Amounl Und..Ply....nt O'YS Rlre Amount of P.nllly Pit
lire Penalty .. P....Od
FIRST QTR
2,036 4/15/98 2 882 1,154 61 0.080 15.43
6/15/98 2 882 272 53 0,080 3,16
8/07198 3 272
TOTAL 18,59
SECOND QTR
2,036 6/15/98 2,036 53 0.080 23.65
8/07198 3 2,036
TOTAL 23,65
THIRD QTR
2,036 8/07198 3 2,036
FOURTH QTR
2,036 8/07198 3 2,036
.
,
.
TOTAl UNDERPAYlENT PlNALlY................,.......................,........ ......... .......... 42
· 1 . O-..eru.. .. o...laIa "-
I .~J JJ..., ~. - . .
a .r......
. . r.-.-
. . PtId _ rtlUm
SCHEDULES A&B
(Form 10401
Schedule A - Itemized Deductions
Ofolll!l ""0 'i.'.OO/,
01".,""''''01'.... r'U'''''"t
,..r""'IA..."l,j'~""'C' ".,
"'W......IIJ....o.."onJ:ar...'Q.O
.. Altach 10 Form 1040.
.. See'nsltucUons 'Of Schedules A and B IFOfm 1040).
1998
All'Chrn,,,, 07
Inu."'C...o
'all' tar'" hCVtty.......
200-22-9730
ROBERT AND ELINOR EDMISTON
Medical CauUon: 00 not Includ. ..p.nses r8fmblXsed Of paId by Olh.s.
Ind I Med'cal and dlntal"p.nses (see pig. A-? . . . I . . . . . . . . . . . . . . . . . . I 3.951
O,nlal 2 Enler amounl ~om Form 1040, hn, 34 .. . . 2 89 . 009
ExpenMS 3 Mull'ply 1m. 2 abo". by 75" (0751. . . . . . . . . . 3 6.676
...............
4 Subtract lin. 3 !rom lin. ,. "',n. J is m0"8 than 'ine ,. Inler -0- .... ..... ......... ... .......... . 0
fues You 5 Stale Ind lceal mcomelales . .. .. . . . . .. . . .. , . . . .. . . .. . . , . . . . . , . 5 4.663
Plld I Flealeslale laX., (SH pig. A-21 .. . . . . . . . . , . , , .. . . . . , , . , . . . . . . . .
7 Personel property Ia.., . , . .. . . . . .. , . . . . . . . . , . . .. .. , . .. ... . . . . . 7
,s., . Other Ia.es. USllyp, and amounl
D........f' .. _S_C!lQQ~ _Tb~ _~J\. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ ~
------------------------------- - 16
.
, Addlin;S;';U;hS:-::-:~. ~.~~,~.~.~.~ :-:~. ~.~.~.~,~.~.~.~ ~.~..................".... , 4.679
Inletesl 10 Home mortgage ,n_estand pOInls repaled on Fam 1098 ........... 10 24.669
You PakI 11 Home mCl'tgage in.lSt not repa1ad on Fcrm 1098.1' ""'d 10 '''' person from .
.
IS.. "'''om you DOUi"II", "om., ... "IOf ,.." ,nO" 'h.t p..,on-, 1'1I1'1', 10 no. a ICI~n,
01;'''..1) ..
-------------------------------
-------------------------------
_0: -
P."'Cl'"ll -------------------------------
.,.tll'ttt" ------------------------------- 11
"Of 12 POInls nct rllla1ed on Form 1098. See poge A-3 . . .. . .. .. .. . .. . .. .. 12
(I'k:lO',
13 'nvestment in_est Al1actl Fam 4952. ~ required.
lSee pege A-3) ............................................. 13
,. Add qnes to lIrOU<lh t3. .. . .. . .. . .. . . .. . . . .. . . .. . , .. .. , .. . , . .. .. .. .. . . .. .. . .. . .. . . . , . . 11 24 669
GIIlIIo 15 G,rts by caSh or check. K lIlY gin 01 S250 a mae. _ pg. ....... ........ 15 ,
Charily ,. 0tIler lIIan by cash a checl<. rrany gill cI S25D a mere, _ pill' ....... '-- .
lI'fO\lI'fllO.. You MUST Illach Fam S2SH rMr SSOD . . . . . . . . . . . . . . . . . . . . . . . . , ,. i,'
;011."11 gol I 17 Carryover tompna,..,...,....................,............ 17
O'^-'.f 'or It. :.
It. ,.I.... A_. 1. Add Rnes t5l1ro,"h t7...,............, . .......,....,...................."........,. 11 0
C_alIy end " CasUll1y a lhd lClU(es). Allach Fam <1684.
TIlen Lo.... ISee fta'" A-S.1. . . , . . . . . . , . . . . , , , . , . . . . . . . . . . , . . , . . . . . . . . . . . , . . . . . . . . . , . , . . . . . . . . . , . " 0
Job !Ipen..1 ZO UIYlimb<ne<l I/TlIll0yee _ - jOb h.... union dues. jOb education.
endllcll otIIer ell:. You MUST allach Fam 2IClS a 21Q6-EZ ~ requred. (See poge A-5.)
Mlscellaneou, .. _U~JQ~ _,_ !,~QtE_Sg!Qt!.}\k QllE!.S_ _ _ _ _ _ _ 2 ~~ .
DeducUOn. ".
-------------------------------
------------------------------- - .....
------------------------------- 20 912
21 Tax pr_"tion fees, . . . . . . , , . . . . . . . . . . . . , . . . . . , . . . . . . . . . . . . . , 21 ......
U 0tIler expenses. "'-Irne>>l. sare deQcsil bex. e... Llsltype and amount ,',
.. _I..Nyf;~'t~E~l' _tlU'.1_{~Olt ~-:.t _ _ _ _ _ _ _ !~?.
i
-------------------------------
" :
IS.. ------------------------------- t{
O'V" ..~.,~ I....-
uo...,.,10 ------------------------------- ,
""-Cf""') ------------------------------- D 157 \t
23 Add Illes 2OlIrOUVh U. ,........,............................ n LOb9
II En. amount tom Form tOlD.1ne 34 .. ..I II I 89. 009
as MUl1IpIyIne2.I~bY2'\lor)...,.",.,..,............. ..... as 1.780 2
" SubhClIne25tom...23I1Ine25i1-....nlnett ....-0-."",.,.....,.....,...,.... " 0
otIIer 27 0tIler-tomIlslCftpeve4.USlIYPundamount ~ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ __ *
M\ac.--. ------------------------------------------- j
DHuc......
------------------------------------------- 0
27
To.... " IS Fa.. 1040.... 34..... "2..500 (rMr te2.250. -11I"O _"IIIy)?
,-' NO. YO\lr ded\dcn it not 1lmlIId. Add Ihe .mounta In Ihe fir rlVhl column !llr
DHuc\IonI Illes . lIrOUV" V Also. en. Oft 'orm tOo4O, lftl 36, Ihe ..... cllhls }..,..,.... .~ " 29.348
emount or yQt.f .1Inda'll deduction.
yu, YOII de<lucaftn ....-1;.; .,.;.~s;;;. ft."" A-" !llr ... ........, 10 "".. ,,c
". FOI '.....orto ~1Icn AclIlloUca. .. ,""'" 10.0 "'1t'IIcUOn1.
:
S(", JI;'II .'9 1J:' jJ'" . O"~II".
'11''''111' I"IO......;vo" ."1.... 1 ::I.:) Oa :01 ''''t. ....... ...~ IX .' U<;..,'I., "\01"0" ,I ,!'lO"'" on 0'''''' '-11.
0....''110 ''''5-001.
feal' 'GI:."-=v'IIyt'Uft~
ROBERT AND ELINOR EDMISTON
Schedule B - Interest and Ordinary Dividends
200-22-9730
..rt.,.....,..,
511111"'(' "Il,
Hate: U au hid O~8f' S400 In laIllbl. II':!.IS! Incom., ou muSIIISO complet. Pllt III.
PerIl
Inl.nSI
Amounl
llSI nlme of plyer. If Iny Inlerlsl 's ~om I sener.ftnlneld mcrlQlgI and the buyer "'ed the property
IS . p.sonal 'tS,dene.. 'ee "10' B-1 and bSllh,s Interest fi'st Also. ShOw that buyer's socIl1 SecurIty
number Ind Iddr.ss .
CAPITAL REALTY -fNVESTO-RS- - - - - - - - - - - - - - - - - - - - - - --
COMMUNITyFIRST-------------------------------
~Q~~~~~~~~f=~~~=============================
FIRST NAT BK OF MAOYLAND
&~=(E~=~~iuj~!t~~=rQ==========================
ISU:U;"J"
....lJ !t.l I
99
11
19
43
153
NOIt:If)'O\,I
,'c.'....d.car."
l(1u.i,-r.Cgr""
10M-0'Oar
'looCtl.lult
1l.1."'.ntfr~
."OtI.';I,,,m,
hll I'"'rm",
~'Ul""
DI.,....,,\I'I'ltr
'....'otllotll....11
'''o''''':>>nltlat
far...
--------------------------------------------
1
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
2 Add !tie Imounts on line 1. . ... .. .... ... .. , ...... .. ....... ... , ......... ... , . . ... .. .. '" .....
3 EJO;Iuclable in,.,"t on series EE U.S. livings bonds iSsued.1ler 1989"om Fcrm 8815. Rne 14.
You MUST Ittec:h Fcrm 88 15 to Fcrm 1040. . .. . . . . . . . , . . . . . . . . . . . . . .. . . . . . . . .. .. .. . . . . . . . . . . . . .
I Subtrlct Rne 3 trom Une 2. Enter the ,"ulll...e Ind on Form 1040. line Sa .. .. . . .. . .. .. . .. .. . .. . .. .. ..
Nole: If u had CMr S400 In crdi". dividends. u m"'I.1so eo fa Perl III.
2 325
3
4 325
Amount
112
7
762
14 034
322
I
PerlU
Ordlna'y
~I
5 List name 01 plye'.Inc:tude only crdinr, dlvidends. Report Iny capital gain distributions on SclleduIe D. lne 13
. AMEX IDS
IBM-----------------------------------------
MERRILi-iYNca---------------------------------
MERRILi-iYNCa-S72:3jjig------------------------
MERRILi-iyNCa-S72:48001-------------------------
--------------------------------------------
fS" alg.. 21
1"l3 !l-q
--------------------------------------------
--------------------------------------------
Nate: It ycu
t"r.:t..."J'cr'fl
'OM-OlVer
twtl'hfytt
I!,l.""-"t~
'l:IrOlWI;t
''''''.J1''rf'l,
,..1'1'I'.".,.....
l!"ltD."...
I"I~I.
l/'l'~'!tr..,.
CI'4'Cltf'ClI'f'oo."
Ol'ltl"ltl'Q"1'ft
--------------------------------------------
----------------------------------------.---
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
- - - - - - - - - -.":' - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --
--------------------------------------------
--------------------------------------------
I Add !tie .mounts on line S. En_the lOlaIllere Ind on Form 1040...... . .... , .. .. , . ." . .. .. , ... . . . ..
You musl eOft'4lltlll!lll pert . you III had CMr S<<lO 01 inleresl << ~ dlllidellcll: C\I1 had llareogn -..I: or
leI _.eel I dis~u*on tom. or _'1 ~Intor 01. or I "ansloror 10. llareogn IruIl
15 237
I
Perl III
F<<....
ACCOUfttI
Ind
TrullJ
Yel 110
rl AI.ny Ime clInl; 1998. did you ha..ln inlIr.r in or I Slgnell61 or otIW luIIlor1\y -11nanciel1CCOUnl in llareo;n
country. 'ueIlI' I bInIllCCcunt, ...... _nt. or otIW ..../lCIfl aecounI? See I>I9t lI-2far IIlClIIlIonl and -..;
fI<l\llr_i1s far Fcrm TO F 90-22.1 ....,....,....,..................................................,......
II II "'Ies'-en,.,!tie name 01 Iareogneountry . _ _ _ _ _ _ __ _ _ _ _ ___ _ _ _ _ _ _ __ _ _ _ _ _ __ __ __
I 0u1ng 1998, did you _I d1s~ulon tom. << ... you h wantor 01. or transr.o-Io. llareo;n tUIfI
11"'1' me ..... 10.. Fcrm 3520. See 1-2.......................... ....................,..
'or '.... -. AIlIu~1Iool Act NolIce. _ ,_ 1140 1ftehcIon1. 1dI11U111 IF- 104011'"
x
l'!..
NO'I.I.
x
...
'.
SCHEDULE D Capital Gains and 0\119 lit;) "".'1"
(Form 1040) Losses 1998
O'C",~",,"I 01''', 1'/1"\1)' . AllKh 10 Form 10'0. . 5ft InlltucUonI for Schedul. 0 IForm 10'0). AlI,e""".",
1.'l!',...'q,....\I. '5""''<' I'" . U.. Schedul. 0.1 rot mor.IIlIC.10 1I1llranltCUOnl rot linn 1 .nd.. S'~utl"(, "0 12
"""""1'''0'''' Qf'l #or", 1010 l'liUlGC....CY'lty........
ROBERT AND ELINOR EDMISTON 200-22-9730
:- Pert I T Short-Term CeDltel Gelne end lOlles - Allete Held One Year or less
"I :UC"C111Qf'l:.!'DtOCIfI'f I'tJ O'"&C~IoI"'d ..01It.01::J fCIt S.ltl QIl''C' fill C.,.lqI (f) OAIN",,-osst
Ie'U"'C" '00." lIl~Z Co I 1'-'0. ef., yr J lMO a.., yrl t".e';'O.I' 011'1., au.' SioItlf'CII'I"OfI'lltJl
c".C'.;t~.'1
Z Enltr yo" sftort-ltrm totals. il Iny. tom
Schtdult 0-1. lne Z .... ...... ..... .......... ... Z
J TolIIl/lort-ltrm..... prIc. _nil.
Add COlumn (d) of lnes 1 .nd 2 ...... ............. J
4 Short-ltrm gain tom Form 6252 Ind short-term gain or (losS) tom
Forms~. 8781. and 8824.....,....................,.................,.......,....... 4
S Net short-term QIIn or (1oss1 tom ~hips. S corporallons. estates. Ind ""IS tom Schtdult(sl K-I S 230
I Short-term capita/loss CIfTyOIIW. Enter lilt lmoun~ d any. tom line 8 01 YO"
1997 CapIta/ LossCarryoverWcrltshael.....................,......,.....,................ I ,.
7 N.ll/lort-larm c"'lIl - 01110>111. Combine lnes 1 lIwouah 8 in COlumn lIJ . . . . . , , . . . . . . . . . .. . 7 230
fPert Q ILona-Term CaDltal Galna and LolSee - Aaeta Held More Than One Year
... ::ItscnollQn Of DtODtrfy .. O.t.lC;urtG .. 0,', IOta M ~".:rel ".C~I:Jf tllGAlN"'J.OIllI .""""t1!CIAIN
IE "'"",,'.. I 00 I". lIT Z CO.) (Mo.. ell)'..,. (Mo.. ell,. ""_I (I" ~OI C... 011"1...0111' SuO"acl (el"om CeI) ....OSSI
(I" PI;' 0..1) -.I"lftID'.ll'lOW,
MERRILL LYNCH DRAGON F NO
VARIOUS VARIOUS 12,853 23.766 -10.913
, Enter Y"" 1ong-1Irm tota/s, W.ny. tom . . --,,- "
SChtdulto.I.IIne............................ . ,
10 TOIllIong-ltrm..... prtce_1I. .>' . . ., >.
AJd column (d) 01... 8 and. .. ..... ..... .... ... 10 12 853 .' .:." .> .,
11 Gain tom Form .797. P.-t I; long-term gain tom Forms 2~ and 8252;
and lOng-term gain or (IOSII tom Forms.... &711, and 882' ........ ... .... .... , . . ........... 11
..
12 Nellong-term QIIn or (losS) tom plr1nn/lipl, S corpor.Honl, __.nd.-usts tom ScIIachN(S) K-I . 12 -3.457
13 Cap.ta/QIIn d1s"'buHonl. SteIll;e0-2....,...........,.............._........"......... 13 22.284
14 Long-term ~ IOSI __'0". Enter In both ccIumnI (I) and (,I lilt .mount. I
"'ny, tom line 13 01 Y"" 1997 CIptlaI LOll Carryaver WcPs/lMI ..... .'. , ..... . . ....... .... , .. 14
~.
11 C_....IIYOUllft ''''.coIumnlQ).. ........ .....,.. .......,...,. ,..... ....., ....... tl , .1> ....,
II Nellong-Wm ~ .... lII' l\OU~ CombJne ..... . hough 14 In COlumn III . .. . . .. .. .. . .. ... . II 7.914 "JJ1,;,- . {! ~:.
':, ;i..
Nell: Go III Part III on lilt bIc1o. .. ,:'
, H' AIle GaIn lII' L_ ~ II "t<llt..HblM ..... and 1OIItt'lu dtllr4d on IlI;e D-e) Ind p.-t or d 01......... on QUIIIlId ...... butiNU
tlOCIl (_ IlI;e o.5~
For ,_ .~. Refucllon Act _.. _ F_ '''''''_-.. IcIleduIe D 11'_ lMOll'"
...
"."",, O">~ ',,,, '... ROBERT AND ELINOR EDMISTON
I Part III I Sum'1'lary of. Parta I and. II
200-22-9730
.
17 Comb"" Imn 7 and 18 It 11051, go 10 Un. 18 If I glln, .n. the gl.n on Fgrm '0.0. hn. 13 .
NOIt: Compl.,. Form '040 '/'(Ough 110' 39. Th.o. go 10 Pa1IY to 1Ig". yo" 1&1":
. Both linn 161nd 171rl gains. and
. Form '040. "0' 39,,, mor'lh.n "'0.
17
,. If ho' '7 'S. less, .nter her. .od IS. (loss) on Form '040. ho. 13.lh. ,,".Iler 01 IIIe,. losses
. rl'l,IO$5 on IIn, 17; or
. (53.0001 or," merr,.d ftI'ng HIlIf.tely. (11,5001...... ......,...,.. ..,. ,. ,.......... . ..",."......
Nell: Compl.t. Form 1040 IIYOugh g". 37. Th.n. compl.,. the Clpllll Lou C.ryover WorllJhHI on p.g. 0-6 ":
. Tile Ion on IIn. '7 .IlCHds th.loss on hIlI 18. or
. Form 1040. hn. 37. is . lOSS.
I Part IV I Tax ComputaUon U.lng Maximum Capital GaIn. Rat..
.... ,. (
It Enl.ryo" l&Iablt 'nco.... tom Form '040. H". 39.. ....... . . . . . .. .. , . . . . . . ..... , ... . .. . ... .. . . . . . . . .. ..... . . . .. 11
20 EnI'" the ,,"11,..0111'" '6 or IIn.170lSclledule 0."......,................,............ 20 7 914
2, If you 1ft filing Form a952, .nter the .mount tom Fam a952. H". It . .. ..... ....... .. ,.... ,.. 21
22 SubtactU".2' tom g".ZO.II...oa 1.."lIlter-o-...................,.,............... U
23 Comb,,,,, lines 7 .nd 15. IIZ1lfo or less. 1Il1llr-O-. .....,.................................. 23
H Enter thtlllllfler of H". 15 or a". 23. bul not less tIltn aro... ,. .................. ...... ... 21
as Enter yo" unrocapllXtcI StClIon 1250 galn, Hlny (SIt p.ge 0-7) . . . . . . . . . . . . . . . . . . . . .. . . . ... 25
2. Add hon 2a.nd 2S ... . . .. ..... , . ............... ........ ... .. . , . , ....., , .. ..... ... 2t
27 Subtaellll1l 2ll tom 11111 22. II ZIlfO or 1ess.lIlllr -0- .... . . . . . . . . . . . , . , . . . , . . .. , . .. , .. . , . , . . . . . .. , . . . . . . . . .. . . .. 27
2. Subtact 11111 27 from gill 19. II aro or less. enter -0- .. . . . . . .. . . . . . . .. . .. . . . .. . . . . . . . . . . .. .. , . . . . . . . . . . , . . . . , . ., 21
at Enter tilt IIIlIfler 01:
. Tile amounl on lint '9. or
. 525.350" lio;ll: '"2.350 " _llIIng jOOnly or quelil)ing wIdowf.~ }
S21 .175 " mtmId IIIIng HIl.alely: or S33.950 " ,*d of houHIloId
30 Enter tilt _ of 11".28 or I". 29. . ,. . , .... . .. ..,......... , .... . .. .. . .......... ... ..,..... .... , .......... 30
31 Subtact IIn. 22 from 1111'9. II aro or Ins. .nter -0- .... . . . , .. . . . . . . . . . . . . . . . . . . . . .. . .. .. . . . . . .. . . . . , . . . . . . . . .. 31
32 Eoter ,lie terger 011I111 30 or lint 3L................................,......,......,.......................... 32
33 Fog". th.1&I on lilt amount on 11I1I32. USlIIlt Tax Table or To Rill SchIdults, wIiocIIIver apptIes. . . . . . . . . . . . . . . . . . ... 33
34 Enter th. amounl tom'" 29. ..................,.......................................................... 34
35 Enter tht amount tom 11I1I28.. ... ...... ..,......... ....... . .. .. .. .. .. ............................ ....... .. 31
31 Subtact II". 35 from 111134, II aro or less. enter -0- ....... .... .................. ..... ....... ........ ....... . .. 31
7 914
230
......................,.............. at
37 Mullply IIn. 31 by I~ (.to). . . .. ... . ... , . .... ,..... ........ ........ .............. , . .............. .. .. .... 31
31 enter tht _ of 111119 or 1II1I2t . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . . , . . . . . . . . .. . . . . . .. . . . . .. . . . . . . .. . . . .. 31
3t enter tht .mounlfrOm.... 36 , .....................,...,.........................,......................... 31
10 SubtaclNne 39 tom... 31.. .................. .................................................i.......... to
a, M~ine IOby~(.211). .................................................... ................ .......... .,
fa Enter the _ 0111I1I22 or... 25. ........ ............................ ................................ ... OJ
43 AddH_22.nd32....................,............,....................,......,. 13 54 261
.. En... lilt .mount tom ...'1.....,... ;:......;...................................... ..
u SubtIetYI1l" ..omll1ll3.lIaroor__-o-.,................, .......... ............................., II
.. Subt.clll1llS tom... a2.11 aro or Ins. III'" -0- ..................... ................................ ... ... It
17 MuftlpIyine .. by 25' (.25).....................................................................,........ 17
II En. lilt amount tom ... '1. . . . .. . . . . . . . . . . . . . . .. . . . .. . . .. .. . . . . . . . . .. . .. . . . .. .. . .. . . , . . . .. . . . . . . . . . . , . " It
It Add i_ 32.36.IO..ndlt.....,....................................,.....".....................,..,.... It
10 Subtlet lint al tom... It .. . . .. .. .. .. . . . .. . .. . .. . .. .. .. . . .. . .. . .. .. . . . .. . . . .. .. .. . .. .. . . , .. .. . .. . .. .. . .. II
11 MuftlpIy... 50 by ~ ,.28., . . . , .. . .. .. , .. .. . . .. .. . .. .. . .. . .. .. . .. . .. .. .. .. . .. .. .. . . , .. .. , .. . .. .. , .. ..... It
IJ Add i... 33. 37. a', a7,'nd 5' ...........................,............................................,... II
53 Fog\R lilt lu on 1IlI._ on ... ,t. UllIIlt T.. TaIlII or T."'.. Set U Nt. ~1\lcII4.. __.. . .. .. . . .. .. .. . .. . . .. A
.. 'u OIl 1uIIIlt ~ IIlC
,... hllNlllr III'" . ... 53 Ion end OIl ,
....40 .. .. . M
54 261
7 914
46 347
42 350
42 350
46 347
46 347
7 466
42 SO
46 47
0
7 914
7 14
1 583
o
o
9 049
SCHEDULE E
(Form 1040)
.'
Supplernenlal Income and Loss
(From "n"l "allI"". ,or.llIlI. p.lnttsnlpt,
S corponUonl. ....I...trulll. REMICI. .lc,1
~AllKh 10 Form 1040 or Form 1041. ~ See InltrUCUOIII lor Sch.dul. E (Form 10401,
OM! Ill\) ".'.0"'.
1998
0'011'-''''.:1'''''' "'''11.,
I"'"", Qh.......S...w.e. Ill,
"...,'111...0...""'.."'..
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s.Q...."C...o
'OUICX."IIC\I'It)'tuiIM'
ROBERT
I Part I
AND ELINOR EDMISTON 200-22-9730
Income or Lose From Renlal Real Eslate end Royalties NoI.: R.porl 'ncom. Ind "o.nslS ~om YOII busonlSS 01 "nb"ll
p.son.1 orOP.1y on Sc~ldul. C or C.EZ (SH Olg. E-II Rloorl 'orm rln"" 'neom. or lOSS tom Form .,35 on pig. 2.lin. 39
" S"ow Ih. \'nd Ind 'GelDon ol..Ch "nlal ,u'u..t. lltO_..... I 2 For .ICh ,"nlol "1' es"'l. ll'OOltly YII No
A RESIDENTIAL RENTAL bSf'd on Une 1, did you r:6 YOII
~IMIDWAY- UTAH- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -. lamlly uti " dll,ng !he "'. )'III lor A X
8 personl' PIIPOSlS lor more Ihln tile
1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -. gr..ra- 01:
. t4 diY', or 8
C . to'" 01 th.lo"" dlY' "nl.d
,- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - . ar r.r r.ntal vllue? C
CS..Dlg.!.1 J
Income: PrODttUu TO""I
A 8 C (Add columnt A. B. & C,)
3 R.nts ree'''1d .,........................... 3 472 3 472
4 ROVI1tJesreeIlVld..."..................... , 4 4
Expen.es:
5 AdY_"ll ................................ S
. Aulo Ind lrIV.IfSHPlgeE_2)................. . 766
7 Cleaning and maintenance . '" .. >.. . . . . ... .. . . 7
. CommISSIons, . . . . . . . . . . ... . . . . .. . . .. .. .. ... .
, I"St.rlnc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10 L...a' and OllwproletsiOnellMs..,.,..,...,.., 10
11 ManagelTl4lnt lees .. . .. ...... ... .... ..... . ... "
12 Mortg.ge ,nllt.,t paId to b.nl<t. 'Il:. 1_ page E-2) 12 12
13 01~. Inra-est . . . .. . .. '" '" ... ... .... , . . . .. 13
,. RIllIO.,...,.".,... ......... . . . . . . . . . . . . 14,
15 SuoP""',......,.............,.......... .. 11
I. T..es .................................... 1.
17 UbiltJes, . . . . . . . . . . . , .. .. . ...... .. . .. , .... .. 17
I. .
---------------------
---------------------.
---------------------.
----------------------
- - - - - - - - - - - - - - - -'- - - - --
---------------------.
---------------------- 1.
----------------------
---------------------.
----------------_____4
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----------------------
19 Add iInfl 5 lI\'oug/Il' ... '" '" .. ....~ ~ .. , , .. " 766 1. 766
:II Oecr_aon __ or ~ 1_ page E-3). . :II 21
21 Total_.Ac!dllnellhnd20.. .,.... ..... 21 766
22 IncOlTl4l1(fou, tom ren....... ..... or I'OYWlr pro-
Plt1lM. Subteet line 21 'orn 3 (fenS) or. (rOyaIlles).
"res"'" (fouL _ page E-3 to Incl 0Ul'1OU musl -294
muolllle ,_ '111. , . . , . . . , . . , _ , , .. . . . . . . . . . 22
23 0Iduc1ll>1e ren....... ...It IOu,
c..rtwft '-.. '"'"'t' 'Nlttl"lt trot. Of''''1I ~ hi ~t..
s.. ,.ge Ie. J IQ 'm. oaIl .t ,..,.. """.1 hle'_.... ..~ 2 977
....,..Q'n....l."""t1~.f....,Oft"".....,. . 2:1
24 Income. 'dd DOlI"" '1nClUnG _ OIl ... 22, Do ftOIlnCIude 1"'I1onn, , , . , , . . . , . _ , , .... "........... ... ....., 14
21 La_I. Add rO\'lllY ""'.. tom .... 22 1"<1 _ .... _It Ionn 'ClIIIIIne 21 Enter tile ...... ....... _ . ... .. .. ....... 21 2.Yll)
at Total rental.... ..,It Ind I'OYWlr _ or """n C-...1IneI 24.nd 25. Enlor tile res........
"P*,lIl1. III. IV, """ line 3'iI on page 2 dO IICIIIPlllY to IOU, _ tnlor ""I""""" on Form 1000,.... 11 -2.977
0therMw. "'CIude "" .mount ., IN ...... OIl .... III OIl _ 2 II
'" '01 "_""" AlducUon Act Notke.... 'OI1II104.InR'vcUon..
Scllld\lle! tf- '040' ""
. --.-~- --.-.-.-_., ,-----._-
S.:helJlJle E I':Qfm 1040, 1998 Af~chm,nl Srouenci No 13 P,al
"~-'lll '..0.... J"'"Io'" 'eaI Ior;",' 'IK\I'''' ""'0.
ROBERT AND ELINOR EDMISTON 200-22-9730
"ole: It YOU rePorl amounts from 'IrmtM9 or fis",OQ on Scl'ltdul, e. yeu muSI,n,,, your 110SS Income from ttlOWlctfVlbn on hnt.1 belOw R.a' "lIle
prOl'SSlo"als must complele line .2 below
I Part II I Income or Loss From Partnerships and S Corporallons If you r.port . loss tom In .t~tSlt IcbYlly. you MUST check ..1"-
Column (I) or II} on ,,," 2710 dlSCf'bl YOUl'nvIslmlnl'n I~e .c~"'tv See elgl E.S.1I you check column (I), you mustl""C" Form "",.
(It. !"'''''':I' ft. C""~. f t~ !'I"O'O.,,, ","II. AI LIJ..'
27 fll ~~-I Olr''''''''O '01'1'0" 'C''''''CII'C''''''''''Ctr 1".' ,I')k""'
S'crs:~: D"'''",,,,o I"'U .~~;~
A iML LEE ACQUISITION FD 1 P 04-3028398 1
a I CAPITAL REALTY INVESTORS P 52-1321492
CIEQUITABLE CAP PTRS P 13-3486115
01
I: 1
,.lIlve Incom. and Lou Nonp.lIlv. Incom. and LOll
III ~.u ... IOU .lIo.....ea "1 PaUl'f1 '''C:r"I1 from (I) ~Cf";IS'~' 'OIS ',OI"t r SIChCf'J 1"llI"nll :r.01.tCfIQl _1~OfIIl"I'v'I"C:""'r:fO'I
lilt",. Fain IS" " '.au"'I:1 SC"....K.t Schtclt.lltK_1 frOlllFarm&Sa Sc"'ltMlIl:-t
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29 Addc:alumns (h) and (k) 01''''281...,........ ...................................................... 2t
30 Add columns (g). (i~ .nd 01 01 "Ill 2811.... . . . ... , .... . . .. ... . " .. , . . .. . .. . .. . '" . .. . '" , .... .. , ...... , 30 )
.
31 TOlll eartnerslllp and S clJplJaliOn Income 01 (Iou), Comb,,,, lints 29.nd 30.
Enllrlht,esult htr..ndincllJdtinlht IlllllI on lint 40 btIow ..................... ......................... 31 i
I Part RI I Income or Loss From Ealatea and Trusts
32 III...... fbte:mo-lOyerIO'Vl"o"
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P-"_end LOll I_end L_
ft. -"n,v. ::I1Cl.Cfll)ft cr tel.. &!tc.ld ...aUSIVI"'COfftt'rOl'l'l fIIOIM"ClflCl''GU'''om f')OIl'.trftartll"'om
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b Tollls I I I
34 Add c:alumns (d) .nd (I) 01 lint 331 .................................................................. 34
35 Add Columns tC) and (.) 01 lint 33b .. . , .. . . . . .. . , , .. . , , . . . , . .. , .. . , . . . .. . . . .. . .. . .. .. .. , .. .. .. .. .. . .. 31 I
31 TclII estata .nd hilI onceme lJ (lOSS~ Combtnt '"" 34 and 35.
E.... Iht result here """ "':'"d..., IN IolaI on 1nt.cl_ ...... .. .. .. . . .. .. . .. . .. . . , . .. , . . ' , . . . . .. . , . . . 31.
t Part IV I Income or Lota From Real EaIate MortalGe Inveltment Conclulta REMlCs) - Realdull Holder
37 .......~'" tq !,KI" flClU'. f'r0fl'l .. '....,. ~,.., -.. "''ncQllfll,,"OW''
Ill....... """ltf,"hOft~.. -~_.. ftCll't~Cl_l' .......Q'WItJl
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31 Comb<nt cclllmns ld)."" 1.1 onlY 1:.... tIlt,tttJI htr.."" IllCIudt '" Iht IolaI on .....clbtlcw, .... .. ....,... ,131 I
I Part V I SunvnlrY
31 Nel....m 'enlal ~ lJ llou) tOfll Fonn _. Also, ""'~~ lInt., below. ..... ... ......... ", '.....,..... 31
40 TOTAl inCome lJ (lOSS). Combtnt._ 2&. 31. 3&. 3&. .nd:lt I
En_1ht restJI here """ on FlJm lo.a.1int 17 .. ........ ...... . .. -2,977
.t "~oncllltllon 01 FtrmMtend n-. ~: E.... '10\1 ..... ....mong ."" IIsMg
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D.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ROBERT BEVERLY EDMISTON, )
Plainti ff )
)
~ )
)
ELINOR STERN EDMISTON, )
Defendant )
NO. 97-4129
CIVIL ACTION. LAW IN
DIVORCE
ORDER
AND NOW, this
day of
, 2000, upon review of the foregoing
Petition for Enforcement ofDivorce Agreement Pursuant to 23 Pa. C.S.A. ~310S(a) and
23 Pa. C.S.A ~3S02(e), the Court hereby ORDERS and DECREES that a hearing shall be held
to address said Petition at
a.m. on
,2000 in Courtroom #
_ of the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, PA 17013-3387.
BY THE COURT:
J.
-- '.--- .- '" " ,".,-'
LAW OffICES OF
"OWETf, KISSINGER & CONLEY, P,C,
\30 WALNUT SlltEET
POSTomCEBOXlIO
HAlUUSBURG. PENNSnVANIA 17108
,..,.
.
,<
John J. Connelly, Jr., Esquire
JAMES, SMITH, DURKIN & CONNELLY
134 Sipe Avenue
Hummelstown, PA 17036
_",,,,:_,:_,,,,~,,,-,,,,",,""""''''''''''-'-''''''"-'-'
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FIRST CLASS MAIL
Howatt, KIssinger & Conley, P.C.
P.O. Box 810
Harrisburg, PA 17108
AA
.
.,.,
,..-- _S-" .- ..........1.--.. _.~~....... _
4. On September 29, 1999, the parties entered into an agreement resolving all
economic issues related to their bifurcated divorce action. The agreement was read onto the
record by Mrs. Edmiston's attorney. A copy of the agreement as read onto the record is attached
hereto, marked Exhibit "A", and incorporated by reference herein as ifset fonh at length.
S. The parties, at the time of separation, owned a Merrill Lynch Cash Management
Account (hereinafter referred to as "CMA"), in the joint names of both the parties.
6. Pursuant to paragraphs 5 and 6 of the September 29, 1999 Agreement, the parties
agreed that Thirty Five Thousand Nine Hundred Fifty Two Dollars ($35,952) in the CMA would
remain in the account and be utilized to pay monthly mortgage payments on ajointly owned
property in Midway, Utah, which property became Wife's sole and exclusive property pursuant
to the same Agreement. The remainder of the CMA, pursuant to the Agreement, became
Husband's sole and exclusive property.
7. Moreover, pursuant to paragraph 5 of the Agreement, commencing at the time the
Utah property sells or, at the conclusion of a fifteen (15) month period commencing September
1,1999, whichever first occurs, Wife is to begin paying back to Husband the total amount of the
mortgage payments made out of the remainder of the CMA Account plus interest for the Utah
property over a fifteen (15) year.
8. Pursuant to the Agreement, all parties executed a letter to Merrill Lynch directing
that the Utah property mortgage payments be taken out of the joint CMA Account. A copy of
said letter is attached hereto marked Exhibit "B" and incorporated by reference herein as ifset
forth at length.
2
9. Moreover, in accordance with the Agreement on October 5, 1999, Mr. Edmiston's
counsel forwarded to Mrs. Edmiston's counsel a letter enclosing a leller for Mrs. Edmiston to
exeeute directing that Thirty Five Thousand Nine Sevenly Two ($3S,972) should be retained in
the CMA Account for payment of the Utah property mortgage and that the remainder of said
account should be transferred to Mr. Edmiston's Merrill Lynch Account held in his name alone.
A copy of this letter and enclosure are attached hereto marked Exhibits "C" and incorporated by
reference herein as if set forth at length.
10. Mrs. Edmiston refused to execute the letter to Merrill Lynch directing the division
of the account pursuant to the parties' agreement and instead returned it to Merrill Lynch with a
note indicating that she would sign it after the refund of the 1999 taxes were divided. A copy of
the letter \\;th Mrs. Edmiston's notation as received by Merrill Lynch is attached hereto marked
Exhibit "D" and incorporated by reference herein as if set forth at length.
II. Prior to the parties' Agreement of September 29,1999, the parties had agreed to
file a joint 1998 federal tax return.
12. Said tax return, at Mrs. Edmiston's assistance, was prepared by her CPA in Utah.
13. The first draft of the 1998 joint tax return directed that Nine Thousand Dollars
($9,000) ofthc tax refund should be applied to the 1999 estimated tax and the remainder
refunded by check to Mrs. Edmiston.
14. This was unacceptable to Mr. Edmiston, as he has paid the majority of the 1998
taxes and because the panies would be filing separate returns in 1999 since they were now
divorced. Accordingly, Mr. Edmiston amended the tax return to provide that the refunds would
be deposited into the panies' CMA Account. By letter of August 9, 1999, Mr. Edmiston's
counsel relayed this information to Mrs. Edmiston's counsel along with the amended tax return
3
20. Moreover, 23 PA. C.S.A. ~3502(e) likewise provides the court with authority to
enforce the terms of an agreement anI!. in so doing, to utilize, inter alia, the following remedies:
(a) enter judgement;
(b) order and direct the transfer of sale of any property required in
order to comply with the court's order;
(c) award counsel fees and costs;
(d) find the party in contempt;
21. Dr. Edmiston has incurred and expects to incur substantial attorney's fees in the
enforcement of the September 29,1999 Agreement and will be prejudiced ifthecoun does not
direct Mrs. Edmiston to reimburse him for said fees.
WHEREFORE, Plaintiff respectfully requests this Honorable Court to, after hearing,
coter an Order directing the following:
I. Ocfendant shall immediately execute any and all documents necessary to transfer
the remaining balance of the Merrill Lynch Joint CMA Account to Plaintiff pursuant to the terms
of the parties' September 29,1999 Agreemcot.
2. Ocfendant shall reimburse Plaintiff for all attorney's fees and costs incurred in the
coforcemcot of the September 29, 1999 Agreement within ten (10) days of being presented with
UI invoice from Plaintiffs counsel evidencing said fees.
3. Any and all other equitable relief this coun deems appropriate. .
Date: ItJ 'lOAf, ~
Respectfully submitted,
.~
, Esquire
HOWETT, SSINGER & CONLEY, P.C.
130 Walnut Street
P.O. Box 810
Harrisburg. P A 171 08
Telephone: (717) 234.2616
Counsel for Plaintiff, Robert Beverly Edmiston
s
ROBERT BEVERLY EDMISTON,
Plaintiff
vs,
IN THE COURT Of COMMON PLEAS Of
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 97 - 4129 CIVIL
ELINOR STERN EDMISTON,
Defendant
.
.
: IN DIVORCE
THE MASTER: Today is Wednesday, September 29,
1999. This is the date set for a conference with counsel and
the parties in the above captioned divorce proceedings. Present
in the hearing room are the Plaintiff, Robert Beverly Edmiston,
and his counsel Cindy S. Conley, and the Defendant, Elinor Stern
Edmiston, and her counsel John J. Connelly, Jr.
A divorce decree was entered on July 21, 1999, by
Judge Guido preserving the econo~ic claim of equitable
distribution which is the claim currently pending before the
Master,
Counsel and the parties have advised that after
negotiations this morning they h~ve reach&d an agreement with
respect to the economic claim of equitable distribution, which
they are going place on the record. The agreement as stated on
the record will be considered the substantive agreement of the
parties not subject to any changes or modifications except for
correction of typographical errors which may be made during the
transcription, Counsel will have an opportunity with their
clients to review the draft of the agreemont and make correction
of typographical errors as required. After the corrections have
EXHIBIT
1_- 11
been made we will determine whether or not we are going to have
the parties sign the agreement by way of affirmation of the
terms or whether the agreement will simply be sent to the Court
without signatures but with the understanding that the agreement
on the record cannot be suhstantively changed. Counsel may also
decide that they will want t? prepare a supplemental agreement
for the signature of the parties at a later time. Hr. Connelly.
HR. CONNELLY: The parties have reached an
agreement on the division of their property. Wife, Elinor
Edmiston, will retain the following assets as her sole and
separate property:
1, The proceeds from the sale of the marital residence which
she received at the time of the sale of the marital
residence in 1996, the amount designated for the proceeds
being $59,044.37.
2. Wife will retain sole ownership of two properties located
in Midway, Utah, 475 Rainbow Lane, which is her present
residence and 501 Rainbow Lane, a property that is now
listed for sale, No value has been identified for the
501 Rainbow Lane property although it is presently listed
for sale at a listing price of $650,000.00. There is a .
mortgage balance against that property in the amount of
$312,000,00. She will al~o retain, as indicated, 457
Rainbow Lane, Midway, Utah, with a value of $254,647.00
and a mortgage balance of approximately $45,700.00.
The Rainbow Lane property is subject to the existing
mortgage and wife will indemnify and hold harmless
husband on the said mortgage and make payments in a
timely fashion.
3, Wife will also retain as her sole and separate property
her Merrill Lynch IRA with a value designated at
$15,160.00; her IDS American Express fund with a value of
$142,180,19; and funds advanced to her from the Merrill
Lynch joint CMA account in the amount of $324,563,82.
.'
4. The parties will equa:ly divide husband's pension
benefits through Blue Cross and Blue Shield. There are
two benefits which total approxi~ately $4,400.00 per
month of which wife is receiving $2,200,00. There is a
50\ joint survivor annuity on each of those benefits and
upon the death of husband, wife will continue to receive
the $2,200.00 per month payment.
The parties will execute QDROs necessary to specifically
assign 1/2 of the benefit each month from both of those
pensions to wife individually. In the event wife
predeceases husband, her portion of the benefit shall
revert to husband as his separate property,
Until each QDRO is in place with Mass Mutual, husband
will continue to make the $2,200.00 a month payment
directly to wife. This will be an alimony pendente lite
payment since ultimately the payment received by wife
will be taxable to her.
5. The $312,000,00 on the Utah prcperty requires a monthly
payment of $2,396.80 per m?nth. This payment is to
begin in September 1999 arid the parties have authorized
Merrill Lynch to advance from the joint cash management
account, No. 87233719, th~ $2,396.80 per month for a
period of 15 months. Fron the September 1st 1999 payment
forward, wife will reimburse husband for each of those
monthly payments, The payments shall terminate at the
end of 15 months and in the event the 501 Rainbow Lane
property is not sold by that time, wife shall begin
paying back to husband the total amount of the payments
for the 15 month period at 7\ interest amortized over 15
years, Wife also will im~ediately, at the end of the 15.
month period, arrange to have the property auctioned or
have husband's name removed from the mortgage and
continue to retain sole ownership of the property.
In order to insure thq continuing mortgage payments, the
parties agree that the joint CMA account, referred to
previously, shall have a balance in it of $35,952,00
representing the monthly m~rtgagE payment, $2,396,802
x 15 months. The remaining monies in the CMA account
shall be the sole and separate property of husband and
shall be moved out of that account into a separate
account in his name only; that will be referred to
subsequently in property retained by husband.
In the event of the death of husband prior to the
completion of the terms of the agreement, wife agrees
that she shall pay to husband's estate any payments dues
r,
per the provisions relating to the mortgage payments over
the 15 month period. Any monie' left in the joint
account, in the event the house sells prior to the end of
the 15 month period, will remain the separate property of
husband pursuant to the equitable distribution provisions
of the agreement.
In order to secure the $35,952.00 potential advance under
the Merrill Lynch caRh management account, wife agrees to
grant to husband, upon the transfer of title of both the
457 Rainbow Lane, Midway, Utah property and the 501
Rainbow Lane, Midway, Utah property, a mortgage against
each of those properties in that total amount of money.
The balance due on that mortgage may be less than that
figure in the event the house is sold prior to the end of
the 15 months and the mortgage will reflect the fact that
the balance due is the number of payments times the
number of months the payments were advanced in the event
the property is sold prior to the end of 15 month period.
6, Husband shall retain as his sole and separate property
the balance in the Merrill Lynch cash management account
after the set aside of the $35,952.00. The balance in
the said account as of August 31, 1999, being
$473,294.00.
7. In addition, husbanu shall retain his Merrill Lynch IRA
valued at $150,013.0'> and shall retain funds removed by
him from the joint CMA account in the amount of
$124,904.10,
8, Wife shall be responsible fer the preparation of the
deeds and mortgag€~ on the Utah properties and husband
shall be responsible for the cost of preparation of
the QDROs to divide the pension benefits.
9, The parties have, to their mutual satisfaction, divided
all of their personal property, and all property in the
possession of each party remains their sole and separate
property as of the date of this agreement,
10, In addition, the parties have executed today
authorization to Merrill Lynch to tegin advancing the
$2,396,80 to Equity One Incorporated, the mortgage
company, on a mont~ly basis. The initial document
signed advances t~. monthly payment for September of 1999
and the second document signed authorizes the advance on
a monthly basis, obviously subject to the terms of the
agreement,
11. Husband also authorized Merrill Lynch to pay from the CHA
account the tax liability due to the state of Utah in the
amount of $4,133.00'and the payment to Dick R. Jenkins,
CPA for cost of the preparation of the tax returns in the
amount of $475.00. These documents have already been
signed and will be forwarded by husband's counsel to
Merrill Lynch in order to get the tax liability paid,
12, It is the intent of the parties to execute a written
property settlement agreement prepared by husband's
counsel reflecting the terms agreed upon today. In any
event, this is the final agreement of the parties and
with the exception of generic and general language in the
agreement, no changes can be made in the financial
circumstances of the agreement.
In the event the final written agreement is never signed,
the transcript of these proceedings represents the full
and final agreement between the parties.
13, The parties have fully disclosed each to the other
all items of marital property subject to equitable
distribution and are fully satisfied that all of those
issues have been addressed in this proceedings.
HR. CONNELLY: Ms. Edmiston, you've heard me
dictate on the record the terms and conditions of this
agreement, correct?
MS, EDMISTON: Yes.
HR, CONNELLY: And we have discussed this over the
last few days for several hours; is that correct?
MS, EDMISTON: Yes,
HR, CONNELLY: And this morning over the last tvo
hours ve have discussed it?
MS, EDMISTON: Yes.
MR, CONNELLY: Do you understand the teras of the
agreement?
MS. EDMISTON: Yes,
MR. CONNELLY: 00 you understand that this is the
final agreement and cannot be changed after these proceedings
are completed today?
MS. EDMISTON: I unde~stand.
HR, CONNELLY: 00 you be:ieve the agreement is fair
and reasonable and it is in your best interest to complete this
matter?
MS, EDMISTON: Yes.
MS. CONLEY: Or, Edn;iston, have you been here today
while we dictated the terms and conditions of this agreement?
OR. EDMISTON: Yes,
MS. CONLEY: 00 you understand the terms and
conditions of this agreement?
OR, EDMISTON: Yes, I do,
MS, CONLEY: 00 you understand that this is your
final agreement and that you cannot change it after today?
DR. EDMISTON: I understand,
MS, CONLEY: And you are entering into this
agreement voluntarily?
DR, EDMISTON: Yes,
MS. CONLEY: And do you believe it to be fair?
DR, EDMISTON: I believe it to be fair,
.
36
''''Qlf r
uno
=:::':'Ol~ :
It Ita
"'.,...",'....' ,
iO""'Yat
all'''',,,,,
. 00_''''1
" '00
"'....:1
1.1...,
UO".ft,)'
uuo
~"'''' 'CoJO
Tax and
Credlta
Other
Taxes
Payment.
.. !~J.: "I
'7"".W.J,
....O."..lG
ltf'lr"""Oflf
.'10"'."1
':lI'~'Ut--'
,'~U "'u
.',"'"",
R,fund
"'hi,!
IJl'tcUy
1f100''''''
'" D'. W
."0'...-.....
Me.IIt<<MIS.
Amount
You Owe
Sl;n
He,.
J~l'.t\r\'
Ie,.... ,.
...... c.,.
,........
'.iI'..
Paid
Prepam'.
U.. Only
..
"X8,ROBERT AND ELINOR EDMISTON 200-22-9730
,.. AmOunllto", 'I". JJ IIC1'l.o'lld 910'1 ,"(omll
35 . C'OCk " 0 You NfI/, 5\ ar Old". 0 Blond. 0 Spouse NU 55 ar Old...
Add I". numc... 01 bO." ''''ecllld jbOv, ind Infet t". total "If.
134
p. .
89,009,
I
I
,
.
,
o B.,nd
. 35.
b " you Ir, marr:ld h"I"9 secaralfly .nd your seous. ,I.mlln dfduc!lon, cr you wer.
t dUll-stilus ,II''', 1M "'lil' 29 '''d CP'teck "''''
Ent.... ,", '.go< 01 YOUt IIlmlnd dlduellons tom Sc"'dul. I, Ion. 25. OR sllnd.d
dOduellon s.own on t", .." lIullM P';' 30 to ftnd YOlll sland.rd d.aUClon ,I rou
'''Kllld Iny bOI on 11"1 JSa 01 JSb or " somlon, Cln CII'm you is.. d.e,"d.,,1 .
Subr Jel II", 36 from hr.. 3'
1111'" 3' IS S93.'00 r;:, "SS, multtCly S2,7oo by'''' Ictal "umb. Or ",'"phon, c:l.1u1'I.d on Ii". 6d.
" Iln. "'1 ov.. 19J,'00, '" I". worles,,", on pig. 30 'or ttte amount to ,nl. .
39 Tuabl.lncom.. SuCraCl hno 38 tom hn. 37.
If ...... JI . "or, ''''''' '''''' J1 ...,., .0. . , . . . . .
'0 Tu. Sot P.g. 30. C"tet ,I .n, Ia. tom aD Farm(s) sa'4 C 0 ~arm 4972. ..
41 Otdll tor e""d .nd dIll.na.nf ell. tlP'nsts. Aft. FO'm 214 1 ... I'
12 O.aol'CI tho tld.', CI I~. cltllCltd. IlIIen Sclltau.. R . . . '2
U C"dalUatdlIISHP.g.31).....................,... U
U Educ.lion at<llls. Alllcn FClm 8853 . . . .. . . . . . . . . . . . . . U
15 Adopbon ald'l. Illaen FClm 5m... . . '" . . . , . . .. . . . . .. . . . .. 15
., FCI"lln IU atdll Allacn FClm 1115" roqurld. , .. . ... .. .. . . . II
17 0tIltr. Clltck Hom .0 FO'm 3eOO b 0 FO'm Il39S
cO FO'm SIlO' d 0 FO'm (sp~, 47
II Add in'1411lW0UQh 47. Thew ., yO\I total credits. , . . . . .. . . . . .. . . .. . . . .. .. . .. .. . . .. .. ... II
II Sulll'aclllne 44 tom lne 40. II line .. II mer. th.n lne 40, .n., -0- . . . . , . . . . . . . . . . . . . , .. . . ... 41
SO Sell-employmtnl tu.lll Scn, se .. .. . . '.. . . . . . . .. .. , . . . , . . . . . . . . ... . . ... . .. . . . .. '" . .. SO
11 AJla-naa...e""",mum IU.AllIcnFClmS251...................... ......................... 51
12 Sooal secl/llly ana ~__.Iu on IIIl mcome noIrlC~ Ia tmploytr. Allaen FClm 1137.."... ., 52
53 Ta. on 11IAs. _ r.hmenl plans. .nd "'SAs. AllIch FClm 5329 ,I rlQUlrld. . . . . . . , . . . . , . , . , , . .. 53
51 Adv'nce..nod 'nce"" atdrt payments tom Fam(s) W-2 . . , . . . .. .............'........,.. 54
15 Houwncld tmplOymenf lues, Allacn ScIledu1e H.. . . , . . . , . . , . . .. .. ...... ..... . . ... . ..... .. 15
58 Add Iine14.11W h 55. ThIs is 1011II.. . . .. . . . . , . . . . . .. . ... . ...... . . . . . .. . .. .. . .... 51
57 Ftdtrll 11lC0",.1u WI1NleId tom Fams W-2Incll099 .. . .. .. '" 17 3 5 2 7
51 199hsllma*, Iu payments .nd.mcunllOlli.cHom 1997 reMn. 51 33 60
II a e.necr ~ cr-. All Sc.. EiC " "'" "".. . QuIIf'IInv ellllcl.
II Ncn_ tIIntcl ,neoma:.mt ., LJ
.nd type . NO I"
10 Adclilonal cllllcl!ll creCt. Allaen Fam 11I'2... . ... . ........ ,.. 10
II AmoIInl 08Id _ Form 486ll('lQutSf Igr UlansJon) . . . , , . , . .. , .. II
ez ElCtSllOC1IIlaClIIily .nd RRTAl&l """"..., (_ page 13) . . . . . .. n
.3 0tIltr p<<yments. CI'ecl" tom aD FO'm 2439 II 0 Fam 41315 .. IJ
Ie Addlnes 57. sa. lta.'nd eo IIr n 53. TIltsa.. IlUI IS. .,........... .........
15 "line 54 II mort IIlIn .". 56. sulll'1CI1ne sa tom Ine &I. Tllos II "" .mount you ClYEAPAJD. . . , . , . .
... Amount "'.... 55 IOU want REFUlDED TO YOU, . . . . , . .. . . . . , . .... . ..... . .... . . ... ......
b Roulln; n~ I <) + '" a /)) r c~ ,. c Type: I!ft,*,,'ng B"SlvingI
dAccounlllllt!llllr I "6 I ;:f~ 1)<J~/n.r7iJ" I
11 Amount 01.". 55 won! APl'lfElHO I"' nnMATED TAll. 11
.. "Ine 58 .. men IIlIn Ine 54. Wlhcllot 54 tom line sa. Tllos is "" "MOUn YOU OW!.
Fa _lis on now III pe,. - po;e" . . . .. , . . . , . . . . , . . . . . . . .. ........................ U
II Estmtlldlar AISOincludIonlotsa ....,............ II 46
U"w '1ftaIIt" 0# "'1"'. I _.. tfll11 ""VI ...,...,... tft.I....tW't.' 1C't..~ .""...... 1tI' .'M......'.. ., te "'. ..tt or.,~....... ...... ~.,..
~~. c..t.... COfIle,.t. O..'flO" ~ ....., fOtf'w ,trI;tft 'UrIN.,..... "n' .111 II'tfcr"llt..oI.....".... "'It.., llfliO......,
. . 31b
o
!
27 604!
61,405:
5 400i
56 005'
9 539:
I
I
,
I
i
.
I
JI
J7
.. .
JI
:It
10
9 539:
I
I
I
9 5391
Ie
15
...
~ "ou.., ...."". I', !..,.t,..t\rl. lOT... ""It top
flit..... ~
......"'. ,
O.t.
S-.-"
RETIRED
,.., otaIIltWt
OtJf.....~.,..
,...... _....It
0.,.
-...lOCC-"...
RETIRED
,
"'"...... _... ,et\I"'Y "CI
CPA
l~ (OlH
84032
'..
2210
Underpaymenl 01
EsUrnaled Tax by Individuals, Eslales, and Trusls
. 1ft 1t...1t In.lrucUons.
. Alllch 10 FOtm 1040 1040A 1040NR 1040NR-EZ. Ot 1041,
0.....__0 'Ut.Q',:
"'C"'41,..,:)"",f.,.,,,,,.,
,..'..... -,.,,,,,, S....t.
........11'..0....0" ",-"...,...
1998
"Ille"''''.... 06
s.~"."C. "'"
'.,.,.11',...,.,.,...
ROBERT AND ELINOR EDMISTON
200-22-9730
Nol.: In mosl CISU you do nol nMd 10 file Ferm 2210. Th. IRS wlllllg... any P..,.11y you ow. and send you. bill. FII. Ferm 2210 only " 0". er mer.
bOIlS 'n Pllt I.pply 10 you. II you do nol nMd 10 fil. Ferm 2210. you SDlI m.y use 'I 10 1Ig... yo.. p.n,'Iy. Enl..IIle amount .om Pili III, Dnt 21. er Pllt IV.
I,,,. 35. on Ih. p.nllly Dnt 01 yo.. f.l..n. bul do nOlln.acn Ferm 2210.
i P~ I I Reasons for FIling - II It. lb, er 10 b"ow .oph.. to you, you lTIIY b. ablllo low.. er ""...n.1I yoll Pfnally. But you MUST cnICk In.
bOIlS Ih.l.pply .nd file Form 2210 w,ln yo..... rel..n. II 112 btlow apollts to you. oheck th.1 bO' .nd lilt Form 2210 Wllh YOII III '....n
1 Clleck wllleh.... bo... aoply C,I no". 'OO'Y. seeth. Nolt .bo..):
· 0 You rlQuesla wll..,. In c....'n croums"nclS, Ih. IRS WID wa"'. an or pitt olth. p.nllly. SIt WII.., 01 P.ntIly on pag. 2 Of !he instrueDofl1.
bOy ou use Ih. ,"nu.llad 'noom. mslt/lm,"' m.l/lod. " yo.. 'nccmt 'lIlfd dlllng !he YlII. I"" methOd lTIIY fedue. !he .mounl 01 Ont or mer.
fequ..d 'ns..RfTlInlS. SIt PIg' . olth. instrueDons.
o 0 You hid Fed.al,ncafTll", Wlthhtld .om wages and. for ..um.lId ... P"POlll. you tr..t!he Wllhhtld la. IS p.id on !he dillS rt WIS .Ctully
w'thheld. 'nsltad 01 on lQual amounts on !he p.yment due dillS. SIt lI1t instuc1lons for lint 23 on PI;' 3.
12 0 Yo.. feqU.ed .nnual payment (Dne 14 btlow) II basad on YGI' 1997'" and you IIItd ar ...lIing. jOlIlt faUn for lither 1997ar 1998 but nol for
both YN11.
I Pitt II I Required Annuli Payment
2 Enltr VOl' 1998 I..."" O'tdilS csee page 2 c1l11t onslruellons). . . . . , .. . , . . . . . . . . . . . . . . . . . . . . . , .. . . . . . . . .. .. . . .. 2
3 0lherIallaCseePlQe201ltlelnstructloos).......................,.....................................,., 3
. Add Dnes2.nd3 ......"...... ..............................,..... ........... ................'...... .
5 Ellned income O'ed" . .. . . . . . . .. '. . . . . . .. . . . . .. . '" . . . . .. .. . . . , , . ...... . , .. , . . .. 5
. AddlDOnaiOtuld.....-.,.............".,............... ........... ........... .
7 Credil for F.c:.1I tax PI'd on fuels. , , . . .. . . .. . .. .. . . .. . .. . . .. . . .. . . .. .. . .. .. .. .. ... 7
. Add ines 5. 6. and 7.. . .. . .. . . . .. , . .. . . .. . .. .. .. .. .. .. . , . . . . . . .. , . . .. .. .. .. .. .. .. . .. .. . . .. . .. .. . .. .... a
, ellT.nl yeor I... Sulltract line a trom intI a ........................................."................,.... ,
10 Mu/bplya".9by9O'loC.90)......., .............................................. 10 8 144
11 WithhOlding taxIS. Do not _ any "_ltd tax Plyments on "'" .... (see 0IQe 2 cllI1t instr_). . . . . . . . . . . . . . .. 11 3 527
12 Subtract ane 11 tom inlI 9. " Ins than S 1.000. stop "".; dO not eompltle or lit "'" fornl. You dO not owe lI1t pentIty. . . .. 12 5 5 2 2
13 Enltr the tax Shown on VOl' 1997 tax reVn. CIu1Ion: See page 2 cllI1t .ostruclons.......... ...... ,.......... ... .. 13 39 7
14 RlQulred IIIIlUIIJIIY_t.Enltr lI1tamlllercllne 1 Oar"" 13. ...........".........,......,................ 14 8 144
Nol.: II ane 11 is uaJ 10 or mQ',!hen I". I.. "".: do not ow. !he . 00 not lit Farm 2210 unltu ChtcI<ed bO' 112 abow.
Part III Short Method (c:..uon: SIt plQl2 or lI1t instuc1lons to Rnd out ~ you can use lI1t sI1cr1 rnelI1Od. II you ChtcI<ad boX ll1ar Ie in Pa-t I.
Slll!llhts pa-t and go Ie "., IVI
15 Enlar the amount d any. .om Ine" 10_. ,..................,..................... 11
11 Enltr the loteIamount hny, cllS....ltd tax Plymenls you "'dI. . .... .. ....... ... , ... .. 11
17 A".:lInes 15.nd 16 . . . , , .... ... ... .. . . . . . . .. , ... . , . . .. ... . .. . ... .. .. .. .. .. ... , .... ... .. .. . .. ..... .... 17
11 Tolt/ UIlC1Wpty_'1llr ,_. 5ulltrllCllIne 17lrom lint 14. II aro ar -1/olJ""'; you dO not owe lI1t penIIty. 00 not
I!le Form 2210 unItu you ChtcI<ed bOlld .b_. .. . , . .. . .. , , . . . . .. .. .. , .. . '" ....... ... ...... ..... ... ... ... 11
11 MuI1Illly lne 16 by .0S0a.:I . . . . . . .. .. . .. . . . . .. . . . .. . . , , .. . .. . , . . . .. . , , . , .. .. .. .. .. . .. , .. .. . . .. .. .. .. .. '.. 11
ZO . IIlI1t amount on.... " was !laid on or aIlet 4115199. tnllr-o-.
· II lI1t .mounl on.... 18 WU 0tId IIifar. 4115199. ......lI1t IoIcwing COIn\lUIIIlon III Inclll1t arnounllll... on'" 20.
Amount on ~ cI citY' 0tId
Ine l' . baler. 4115199 . .0001'... .. , ... "
21 P!JULTY. 5ulltrllCl.... 20 tonIlne II. EnlIr......... "". and on Form 1040...... FO'", t04OA.... II;
Farm 1~ .... 68; Form 10tQNA.E ... 27' or For", 10.1,'" , . , . , . , . .. , .. , , . .. .. . .. . . . . . . , . ... ... . . ,.. 21
For '..... w"'. \II.ducllOft Actllollce. _ pete 1 of........ InWuctlana.
9 049
9 049
o
9 049
..... 2210 c.....
...
'~~I"'".." ROBERT AND ELINOR EDMISTON
I P.rt IV I Regullr Method ISH olgo 3 oll~olnltUC:bonl If you .,ollHng Form Io-ONA or 1000NA-EZ.'
P mIni OU. D.I..
ebl (c)
6115198 9115198
200-22-9730 PIOO 2
Secllon A - Figure Your Underp.ymenl
(I)
4115/98
(0)
1115/99
22 RlqUltllllnllllllm.nl.." boa Ib 1001111. onler I~. .mounta
tom Sc~lllul. II. ~n. 26 Ol~.."se, .nl. 114 Of ~no 14,
Form 2210. In.IC" Column .........
22
2 036
2 036
2 036
2 036
23 Elbmolod Ie. olld Ind Iu W"MoId (IH pig. 3 01 I~.
Inltuc:aonll. For Column (II Only. .Iso onler "" .mounl tom
in. 23 on Iln. 27. "bn. 23 It .qUlI 10 or mort IIIln bne 22 lot
In p.ym.nl P.'Odll. Ilop ""0; you do nol ow. "" p.nally. Do
nol file Form 2210 un""l you CIlICkIllI bO',n Pari I.. .... . , " 23
Comp"" IIn.. 24 IIIrOUg/l 30 0/ on. Column Ilelor. going
10 !h. 11I11 COlumn.
2' Enter Imoun~ " Iny. tom ~n. 30 01 pr''''OUI column. . . , . . . ,. 24
882
882
14 352
20 171
25 Add in., 23 Ind 24 . .. .. .. , .. . .. .. . , .. .. . .. .. .. .. . .. " as
10 008
882
14 352
30 179
2t Add Imounis on 6_ za Ind 29 01 "" preViOUS COlumn. . . . . . . 2t
27 Subhct 6", 26 tom lna 25. " _0 or ""I. tnItr -0-.
For COlumn (I) Only, .nter Illt lmoun! tom .... 23 . , . . . . . . . . . 27
2. "Illt Imount on bne V is _0. lutlhcllint 25 tom .... 26.
OIIIrMlSl.tnter-o- .................................. :It
29 lklderpaymenlll.... 22 It tqUII to or more Ihtn Int V,
SutltlCl b", 27 tom 6", 22. TIItn go to .... 24 01 nest
column, 0thtrwiSe. go to 1"'30. ...........,........... 29
30 o..olymenl III", V is more 11II. lint 22. sutltlCllnt 22
tom 6ne V. Then to lint 24 01 nut COlumn .. . . .. .. . .. ... 30
1 154
2 308
882
o
12 044
272
o
1 154
2 036
10 008
Sectlon B - Figure the Penalty ICompttlt Ints 3111Wough 31 01 one COlumn Ilelor. going to lilt nest COlumn.)
1115198 8/15198 11I15198
o.,t: D'rl: Oayt:
" AprR II, ,... ~ Dtcllllll. 3', ,...
.
T 3' Numb<< 01 days FROM lilt dalUhOwn Ib_1nt 31 TO
! "" dale "" lmount on lint 29 was plid or 12/31/98.
whIe"."" is ea1itr.,....., .......,................ 31
~
E
A
'32
o
o
114
53
UndtrPlymen, on lint 29
ISH Ptgl 3 01
Illt -uc1lons)
Numll<< 01
days on .... 3'
3e5
.
I .011
. 32 1
'.
" ....., " ''" . AprIII, ''"
.
T 33 NUmb<< 01 days FROM IIle dalllllown Ill_ .... 33 TO
! Illt dale IIle ImOUn! On lint 29 wu PlIO or 1115199,
whIe""'" Is..... .. .. .... ... ... . . . '" . ....... , " 33
18,59 1
12131/98
Olys~
II 1 5199
...,~
23,65 1
12/31/98
Dirt:
'2/31/98
0....
~
!
A
~ 34
o
.
\Jndwptyment on .... 29
(SH PI\lII 3 01
IIle instuctonsl
-~OI
dtys :s .... 33 I .07
.341 1
3. POW. TY. A4ll II "_ on .... 321nC1 31 in II COIutMt. Enltr ... '*' .... _ on Farm 1010.
.... 69' Fer", 1 ..... Fcrm , .... ee: F.", .... 27: Farm" . .. .. .. . .. .. .. , .. .
I
.
1
31 1
42
1998 Underpayment Penalty Worksheet
ROBERT AND ELINOR EDMISTON 200-22-9730
Requlrtd '"menl '....lIy
In....lm.nl
Olte fYD'. Amounl Und.p.yrnent CIY' RIte Amount 01 ,.ntlly par
lite PentJly " '.ood
FIRST QTR
2,036 4/15/98 2 882 1,154 61 0,080 15,43
6/15/98 2 882 272 53 0.080 3,16
8/07/98 3 272
TOTAL 18.59
SECOND QTR
2,036 6/15/98 2,036 53 0,080 23.65
8/07198 3 2,036
TOTAL 23,65
THIRD QTR
2,036 8/07198 3 2,036
FOURTH QTR
2,036 8/07/98 3 2,036
.
,
,
to-
ttrr~ ~jl~~1nr.................................................................... 42
. 1 . o..r._A .. 0... LAlt ......
I -WIN 'I,. u~.......~ . -
~-~
. .'&l~.
. -1'IId _.....
SCHEDULES A&B
lForm 1040)
Schedule A - Itemized Deductions
0"'. -'0 IS".OOI.
O'D.''''.''':)I'l'lt'''''''",
'"t,,".tiJlll......\j.,..'f'OC, ""
".""ttIJIl'lOWI'IOl'I'or"lIOIC
.. AlIllCh 10 Form 1040.
.. SH InlltUCUonl lor $chldulll A IIId B (Form 10401.
1998
AlIac"""", 07
StQutrc.lifo
leu toe... ....,,,......
200-22-9730
ROBERT AND ELINOR EDMISTON
MedIC. CluUon: 00 not Include "P'nH' fttmlll..."d 01 paid by oth.,
.nd I M,dotaland d.nltl IIp.nSt. I... plgl A-" . . . . . '..,.. "'" , 3.951
Olnltl 2 Enl" amount (rom Fo-rn 10.0. Iln, 3. . . . . f 2 I 89,009
E.ptnMI 3 MUIl'pl, 'nl 2aco" C,7 S"I 0751 3 6.676
..
4 Sucrsc' ,nl 3 tom ,n. I. If 'nt 3 OS mor. t"'n ,nl I, .nt. .0. ......... ....... .. . 0
TUII You 5 Sltte and local ,neomt Itlt. , . . . .. .................. .... ... 5 4.663
Plld . Rul tsltllt Itlts (IH pag. A.21 . . . . . . . . .........,....... .
7 Per.onal ptoperty It.ts . . . . . . ....... .....,..,... ........ 7
,s.. . 0t/1tt It.ts. Los'lyp. and .mount
D.~. ..t J .. _S_C.!lQQ~ _Tf.~ _Il."- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ! ~
------------------------------- 7-
------------------------------- 16
. Add Hnts SlIYouah a. . . . .. .. . . . , . . . , . . , , , , , . . .. . . . . , . . . , ............................. . 4.679
Inler.st 10 Hemt mortvag. In...tand pOlnls 'IIP..-.a on Form 1098 ........... 10 24.669
You PIId 11 Home ITIcrtgage Intlrest not rlQcrtad on Fcrm t098.11 hlel fo ''''' D.'Otl from
IS.. .I"lom 101ol "'-Qf"II,.. JlGl'I'. ,.. Dip A~~. '''0_,,,,1 D.IOP", ",m,. 10 no, a ucr-...
DI;' "'~1.1 ~
-------------------------------
-------------------------------
_r. ------------------------------- It
."ICI"II
'"'II'U', -------------------------------
"e. 12 Poonls not 'lllorIN on Form 1098. See p,sge A-3 .. .. . .. . . .. .. . .. .. . 12
,.~:,""
13 '.....trnenlltltlrtsl AIIKh Form a952, d '1QUnd.
lSee page A-3) .... .. .. .. . .. . . . . . . . . .. . . .. .. . .. . .. .. .. . .. .. . 13
1. Add linn 10 ~h 13.. .. . . .. .. . .. , . , . , .. . .. , .. . . . , . .. .. .. , .. . ...................... It 24 669
Glllt 10 11 G!fls by cash or ~. " Iny QlII 01 S25D or mar.. _ pg. A~, ........ 15 .
CIltrI!y ,. 0t/1tt IIltn by cash or~. "Iny goft ot S250 or mar., _ page A~. .
'I ..~ ~13t I You MUST IIII<:h Form 82SH_SSOO .,.....,...,............. '-;;
..'I'''lI;c-r. 17 Clwryovtr tom QtlOl',.... . , .... .... .. .. , . . , . , .... . '..... ... . , 17
1l......,lltJI.l.
... :Ige"'~ ,. Add i_ 1511Y"'~h 17............,.,........ ............................. ........... 11 0
C-.ny IIld 1. Casually or "'-II Icss(ts). Alltch Form ~.
Theft Lo_. Is.. o.a. A.5.1........".................,.........,....".......,.....,..,...,.,.. 1. 0
Job Erpen..1 20 Urreimb..- tmpt.,.. _ - job "..... union "-. job ICIUCIIon. .
Ind Moll 01/lar etc. You MUST llIKh Form 2108 or 21D6-EZ d 'equlrlcl. (See p,sge A-S.) .
MIIC,"-, ~ _U]{JQIj _,_ nQtE_Sli!Q~~_ PlltS_ _ _ _ _ _ _ 2!~ ..
DeducllOn. .
-------------------------------
------------------------------- '20
912 ."
-------------------------------
21 TuprlllnlonlMl........,.....,............."........,., . 21
U Other .__ - ....lmenL stilt __ /loll. lie. UsIIype and tmounl .
.. _Imli't~E~ _tlg',J_r~Olt ri-:t_ _ _ _ _ __AE '.
------------------------------- "
"
.se. ------------------------------- ."
01:;1 A.I ,<< 7
........10 -------------------------------
"Nt ".., ------------------------------- 157
069 .
>> :. = ':::or~';~ h'~', '.....'1' ~~. i........ 89': 0'09 >> 1 :
2t
21 U"""""'1I4 tllCM by ~ (.02) . . , , .. .. , . .... . , ,... .. ..... . ... II 1 780 1.\\
21 Subhcl.... 25 tom... 23, ....25it-.........23......-O-...".,..........",......,. 21 0
0Ilw U or..tomllSlOlllllQl4,UsIlypelndtmounl ~ _ _ _ _ _ _ _ __ __ _ _ __ _ _ _ __ l,'
Mlec"'\.... ------------------------------------------- <
DIducIlOna
------------------------------------------- n 0
T .... 21 'I For", 10tC.....3&. _ St2UOOI_ M2.250' "*"ICI....._.~I'
-... 110. YOlO' -.clan II nol....... AcId "'-.-......... ._1Ilr
DlducIlOn. .... I --0U9" 27. AlSo. "'.... 011 Form 1040.... 311. "'- ..... 01 '" } ......,... 21 29.348
Yr~ .- or 1'0\6 "'_11 -.cion.
Y Y ..... A"'1Ilr '''-
... 'tJI '........ AeclucIlOn Aclll101lct. _ 'orm 1M 1ft1tuc1lOn1.
O""!I~';) IU\.:O'.
'OI_III'lC\Ilty~
~'" J...'1t A'e ,,:)1.... . O.~I ""
~''''I('' '''0''" 0" ""'" 1 ,., 00 "\,II ,,,,,, ....... ."a ,,x .' "~"t.' ...."'0., .j ,1'10"1'10'" 011'1", "CI'
200-22-9730
ROBERT AND ELINOR EDMISTON
Schedule B - Interest and Ordinary Dividends
. Acldhlal'llCllllltsonlitle5, EnlIr...laIaI....nclonForm I~.""..""""",,,,,,,,,,,,,,,," .
You musI CompIala till ~. rou ItIl1td _ S<<lll oIlnlarts1 ~ ordlnrt cMlenclI; 11I1 had alo'llgn account ~
leI ~ a cftt1llulOft tom. ~ ..a a iJlftlOr 01. ~ a h"""~ llI. a kniQft WIt
fa .....,.... ck6tnV ltte.dId you lit.. an _ast in ~ a sogntUtl ~ otIW aulllc1llY _ alnanciallCl:OUftl in a fill.
county. SUCIl as a tlaI* account. __ account. ~ otIW IInanc;aIlCCOUftf! s.. IllQl 8-2 fill _110o.. and -..g
raqllir_llIf1l1 Form TO F 90-22.1 ....... .. . .. . , .. . ... .. . ........' ...... ... , , . . , .. .. . , .... ..... . . , . . . . .
"""Y....anlar.........oI....cauna-,.. _ _ _ _ _ _ _ _ _ _ _ _____ _ _ _ ___ _ ______ _ _ _ --
. 0""'9 lite. clIIl rou _ a dISt1lIuIOft tom, ~ ..a rou ... lJantor 01. ~ tansIIr~ Ill. a .... tIlSI1 X
II"'\" .... .....1O..Fclr...~s.. a-a ......................................,...............
... For'..... ~_\ I'IMlIcIoll Acl ",,", _ F_ 1...1IlA1K1olll. IdlllIule 111'- 10tCI11",
P.ll
Inlernl
ISttcagtl 22
,I'IG 5.1 I
Nole: .'you
,.(.,..GI"OI',"
10H..,..r..Qf''''
10H.OIOfJI
."e.IIII,I1I
'111'1"1"" "em
'Dr~....gt"'"'
1I,ltl't.frm',
lWft.llltI.
D.'f'...~d."I...
1".101.1"'1....11
t"O..'\'QI'lIP'llt
f<<""l.
Pa111
OrclllWy
Dtvldencla
(Sti. ~I;.t 21
...(1 !., I
....e: t'you
'tc.,..d1."ar"'ft
'C1n.Q'Var
",Dthn,fI
tllllf'ltltlfrOM
..,OII...ge
,.'ft. ""tP'l.
,,."'-, """'11
,"".,.
",,~t...
'fI, or,...,
..,.lIeflft ,flOWfl
Ol",toI,,'Gr"'l.
Pa1111
F.....
Accounll
and
TN"
....
...1.' I
'".c......"'
S.~w."'C...;
Holt: II ou had ovll' $400 ,n waolo ,r.lerosl'ncomo. Ou mu"also complOlo ~lIt III
Amount
L'SI nomo 01 paler. If Iny ,ntoresl 's ~om a HIIer.ftnlncod mor19lgo Ind t/lo ouyer usod Iho propo<ry
as a po<sonll rlSldonco, SN page B.I and bst thIS ,nterost first. Also. shOw that ouyer', soc'al 'OCl.<,ry
numoor Ind Idctoss .
CAPITAL REALTY -fNVESTORS- - - - - - - - - - - - - - - - - - - - - - --
COMMUNiTyFIRST-------------------------------
~Q~tr~~~~S~E:€T)~:::::::::::::::::::::::::::::
FIRST NAT BK OF MADYLAND
~:~~:~~iuj~!iI~p:r~::::::::::::::::::::::::::
99
11
19
43
153
--------------------------------------------
1
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
2 325
3
I 325
Amounl
112
7
762
14 034
322
5
2 Add hllmounlsonlinl1. ................................................................,
3 EllCIucllble inlorost on soriOs EE U.S. savitlgs bonds issIlo<lalllr 1989 tom F~m S8t5.1InO 'I.
You MUSTallachF~mS8t5IOF~m lOolO,..,................................................,
. Subtact 1in13 tom Uno 2. Enlor'" result... and on Ferm I~. ano 8a. ........ .. .. . .. . .... . .... ...
Noll: II had C1VIt s.tOO on ~ dMdoncls. must olso Ie Pili Ill.
5 List na.... 01 payar. Inctudo only ~dinIry dIYidInds. RIpallny captlaI gain diStibutions on SclIocluIo 0.111I 13
. AMEX IDS
ISM-----------------------------------------
HiRRILL-LYNCH---------------------------------
~~I~~:'~~H:{f2~jjf((::::::::::::::::::::::::
~~I~~_~Y~~~_~l2:j@~~~________________________
--------------------------------------------
--------------------------------------------
--------------------------------------------
----------------------------------------.---
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
----------.~---------------------------------
--------------------------------------------
--------------------------------------------
15 231
fa. NO
x
'.
SCHEDULE D Capital Gains and C\lIIJ ~o '$&$.:1"
(Form 1040) Losses 1998
:;).e.'""", ~I ,I'l. f,U,,,y . AllKh 10 Form 10.0. . s.e Inl~ucllonl lor Schedull 0 (Form 10.01. .."".."....,
,..t".."11"'''10' Ii.tv'c, I'" . UN Schedull 0-1 lor morlSOtel10 1111 tnn_lIonl'or linn 1 InO I. S'11l'''ct~O 12
"'.....III.,.O-..O"~OI'" 10'0 I feu aoc."IC""Iy"""
ROBERT AND ELINOR EDMISTON 200-22-9730
i P.rt I I Short-Term C'Dlt'l G.lns snd Losses - Assets Held One Veer or Less
"I :"crClt'o,.~, D'OO.-''I f:>> O'!"C'~ Cd) S,It1D'U ftl C:~.! at . Cf} OAI,. 01 J. OSS}
Cb>> O""t~\j"Q O'.ttOlI' i
It..~Cl" ''301" ."zeol I"''' e.., Y') 1"'0 '.a., ., J I....,.;. :).1) 11ft :..t ='.~I s..CI1.:' ltl"o'" Icf)
I
Z En.. YOU' Short-Ia'm lotall. .1 Iny. tom
Sclledult 0-1. fine 2....,........,...,.......... 2
3 To'" 1I1orI-1Itm ..... prtclllllOUnb.
Add cOlumn (d) 01 I_ I and 2 ...... .. .. . .. . .. . .. 3
4 Shorl-Ia'm gain tom Form 6252 and s/Iorl-tarm gain or (loss) tom
Forms '684, e7e I, and 8824, . . . . , . . , . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . , . . . . . . . , . . . , . . . . , 4
5 Net short-Ia'm gain or (1oss1 tom p4tN$hIps. S caporllions. ISIaIft. Ind tusts tom Sclled~sl K- I s 230
. Short-Ia'm cap'laIloss catT'fOvw. En... IhIlrnoun~ d any. tom ine 8 01 IOU'
1997 Cap'1aI Loss Carryover WakshHl .........., . .,. ... ..... ..... . .. ... .,.. ... ... ... . ... I
7 Ntl t/lOrt-larm ........ - or /loul. Combine I"" 1 II1rOUOh e In COlumn m , . . . . . . . . , . , . , . . . . . 7 230
I Part II I Lana-Term ClHIllII Gsll1llncl Loues - Alula Held More Thin One Year
III 'ttet';OI;Of'l or or:)D"!Y tItt O,t.ICQUf'tO It) 0""0111 CdI Saitl::Jf'1Ct fII:~f:T tIICIAIN"'''_ . ",RAT! GAlN
(!d~'I, '00 I". xu C4.) (UO..lSIY.YfI (Mo.. "Yo V'I (111;10- 0.11 Of"II':I"'1 "OVlClfl)fIrOfl'(C) .....0SSl
t... Olql O~f1 .("''"1''11'10.'
MERRILL LYNCH DRAGON F NO
VARIOUS VARIOUS 12.853 23.766 -10.913
. En.. IOU' lOng-tarm totals. . any. tom
Sc_utt 0-1. ine I............,............... .
10 To'" lOnt-lIrm ..... prlca ........
Add cOlumn (dl oflnes hnd I ...........,.,..... 10 12.853
11 Ga,n torn Form 4197, '''''; Iong-..m 01'" tom Fams 2431 Ind 8252;
Ind IOng-tarm QIIn or (Ioasl tom Forms tee4. enl. and 8824 . ,.' . .......,.'..... . ........... 11
-.
12 Net "",,-tarm gIIn or (IOU) tom p~ S caporallons. ..Ia.... and tusls tom Scl>IclUI(II K-I . 11 -3.457
13 Cap,laIl11'" dls"'ullons. Set pagt 0-2...... ...... ...... . . .. , .. .. . . , . , .. . . .. . . . , , . , . .... , n 22,284
14 Long-..'" ClPtlalIoSI C*ryO", E"..1n bolII COIumnt ('l.nd (glll1e amount, I
h"Y. tomi"'3of_'''7~Lmc.rv-wortl'''''''''''''''''''''''''''''' ...... 14
: .
11 Comtllnei_lIl..ough 14"_(1). ,..... .................................,.. ..,.... \I
:
II NIt 1Ont-...... CapIllI .. or ~ COIIlIlinI.... 8 ""llUgII 14 In _ m. ....,.. .,.... .... " 7.914
11I11: Go to "-111I on IhI bac*.
, at" II.Ile OlIn or L_ ~ II "tGlltcIllla gaona Ind iOIHt" iU ~ on page D-tl.nd pwI or II oIl11e IIlglblt 01'" on queMtd smd ~
s!oCto 1_1'tllt 0-5)
'or ,___GI1l!ledllc_ Acl Nollct.... F_ 11140 III~.. k_ 0 (F- 111401''''
."
s,"""~",.~.",,.... ROBERT AND ELINOR EDMISTON 200-22-9730
=
i Part III I Summary 01 Parts I and. II
17 Como,o. "OH 7 .od 18 IIllas.. go 1010". 18. III gl'n. .nltr Ih. gtln on Form 10.0.10". 13 . 17
Nut: Compl.t. Form 10'0 ttvOugh Hn. 39. Th.n. go 10 Pa1IV to lIgur. your lu ,,:
· BOlh "0" 18 lod 17 art il'Im.. and
· Form 10'0. 100' 39. '. mort lIl.n 3'0.
II 111,0117,. I lOSS. lolt< her. .nd as I (los.1 on Form 10<10. Ion. 13.1h.I/Il.ller of Ill... 10'''':
. Th. lOSS on line 17; or
· IUOOOlor."m.m.dlllingsopar.llly.III.500I.....,....,.........,........,................................ II (
Nu.: Complll. Form 10.0 IIrOugh "". 37. Th.n. complete Ill. c.pllM LOll C.-ryOyor WClfIlJlletl on P.g. 0-6 II:
· Thllas. on I,,,. 17 .IlCHdsIhe Ios. on "". 18. or
· Form 10.0. Ion. 37. is .Ios..
I Part IV I Tax Computation Ualng Maximum Capital Galnl Rltel
19 Enltr your lu.ble income ~om Form 10.0.10".39. ... , .. . . .. .. , . . .. .... .... .. . ........... .. .. .. ... .. .... . . . , ... 19
20 Enltr Ill. I/Ill/Ier 01 Ion. 18 or U". 1701 Sehtdult 0.. .. .. .. . , . .. .. . .. . , .. . . .. . .. . .. . , .. ... 20 7 914
21 !fyOu I1lliling Form4952.tnltrlhe.moun'~om Form 1952, lint q ...............,......... 21
22 Subt.elU". 21 ~om I", 20.11 3'0 or less, anltr -0- .......... .......... . .... ............ 22
23 Comb'nll_ 7.nd 15. II Zlro or Itss. tnlIr -0-. . . . . .. . . . . . . . . . . . . . . . .. . . . . . . . . . .. . . . '" 22
21 En", Ill. IIIIIIItr 0' I", 15 or In. 23. but not Iou tIlan _0.. .. .. . ... .... . ... .. . ... ..... ... 21
25 Enltr yOur unrlClPll61d stellon 1250 ;am, hny (_ PlIlI 0-7). ....... .. . .. . ... ........... 25
21 Add hnn 2'.nd25 ..."................ ........ .......................... ........ 2t
27 Subt.e! 10", 26 ~om 10", 22. " ZlrO or Iou. tnlIr -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . .. . . . . . . . . . . . . . , . .. 27
21 SubtactH". 27 ~om I", 19. II _0 or Iou. tn" -0- .. , . . . . . . . . . . . . . . . . . . . . . . . .. . . .. .. .. .. .. . .. . . . . . . . , . . . . . . .. 21
29 En", lilt II1IIIItr 01:
· The .moun! on lint 19. or
· 125.350 " singlt; Sl2.3S0 " matTlIdllfjng pnlly or qUlllfying widow(.~ }
S21.175 II mamtd lWng SOPIt.Wy. or S3:l.950" held 01 houstIlcId
JO Eollllh. IlIlIIItr 01 lint 28 or lint 29 . .. .. .. . .. . .. . .. . .. .. . .. .. .. .. . .. . .. .. . .. . .. .. .. . .. .. . .. . . .. . .. .. .. . .. .. JO
31 Sub he! 8", 22 ~om lint 19. II 1a'0 or Itss. tn" -0- ........... . . . . . . .. . . . . . . . . . . . . . .. . . .. . . . .. . . . .. . . . . . . . . . .. 31
n En'" Ihe ltrgor 01 fi", 30 or lint 3t . . . . ..... . ........ . .... .. '" . ........ ... ......... .. .......... . .. .. . .. .... 32
33 Fogur. lilt lu on Ihe .mount on lint 32. Use lilt Tax Tibia or Tax Rale SchtduIts, whic"....appIts. . . . . . . . . . . . . . . . . . . ,to 33
31 En", Itlt .mount ~om 1"'29. . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . .. . . . . . . . . .. . . . . , . .. . .. . . . . . . . . .. 31
35 En'" Itlt .moun! ~om lint 28 . . , . . . . . . .. . . . . . . .. . .. . . . . . . . . . . . . . .. .. . .. . . . . . . . .. .. . . . . . . . .. . . . . . . . . . . . . . . .. :IS
311 Svblacl8". J5 10m I". 31. II 1a'0 or Iou. tnlIr -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . . . . .. . . . . . . . . . . . . , .. 311
7 914
230
................................,.... 2t
37 MUf1lply Hn. 38 by 10-.(.10). . .. . , ... , . ... . . ....... ..................................................... to 37
311 En", Itlt IlIlIIItr 01 10", 19 or lint 2l . . . . . . . . . . . . .. . . . . . . . . . . . .. . . .. . . . . . . . . . . . . . . .. . . . . .. . . . . . .. . . . . . . . . . . ,. 31
3t En", Itlt .mount ~om lint 36 .. . . .. . . .. . .. .. .. .. .. .. . .. .. .. .. .. . .. .. . . . .. . .. . .. .. . .. .. . .. .. .. . . . .. . .. .. . ... 31
10 SubI&Cl ,,'" 39 ~om lint 38.. . . . . . . . . . . . . . . . .. . . . .. .. .. . . . . . . . . .. . .. . . .. . . . . . .. . .. . . . .. . . .. . . . .. 1 . . . . . . . . .. 10
II Mulllply '".10 by ~ (.20). ............................................................................. to II
12 Enltr IIle _ GlIint 22 or lint 2S ' . . . . . . . . . . . . . . . . , . . . . . . . . .. . .. . . . . . .. .. . . . . . .. . . . . . .. .. . . . .. . . . . . . . . . .. IJ
U Add Inti 22.nd32 ................................,.............................. t3 54 261
II En'" Itlt amount ~om lint It. . . . . . . , . ;;.. . . . . ,'. .. . . .. . . . . . . . . . . . .. . . . .. . . .. . . . . .. , " II
IS Subtactllnt II hIm lint 13. II lItO or Itss. _ -0- . . . . . . . . , .. . . . . . . . .. . . . . . . . . . . . .. . . .. . .. .. . .. . . .. . . . . . . , . .. II
II Sulllactl", 45 tom lint 12. II lItO or _ _ -0- . .... ........ ..................... ................... . . . . .. II
47 MufIIoly lint 10 by 25' (.2$). .... , ... . . ..... ...... .. .... . . '" .. ........ .. ....... . .... .... ...... ..... .. . .. to (7
.. En"ltlt lmount tom lint It. . . . . .. .. . .. . . . . .. .. . .. .. . .. .. . . .. . .. .. .. . .. .. . . .. .. . .. .. .. .. . .. .. .. .. . .. . .. .. ..
., Add..... 32. 38. ao..nd.. '..... ............... ................ ...... ...... .................,.........,.. ..
10 Subt.eU", It ~om lint .. , . . . .. . .. . . . .. . . . .. , .. .. .. . . . . . . .. . . . .. .. . . .. .. . .. .. .. .. .. .. .. .. .. .. .. . .. , . . . .. II
11 Mul1Ipf'f lint 50 by 21' (.II). , . . .. . . . .. . . .. . . . . . .. .. .. . .. .. .. ... . ...... ... .. , . .... . . .. .. .. , '" .... ...,.... It
IJ A4d """ 33.37. ". 47..nd 51 .,........,................., . .............."................,...... ..... .. sa
IJ F'llur.IIle'" anltlt._an"',t. u.ellt Tax TIllllIr TaxAllt Sc:rd-. .""'I~...IIlIlIIes,............,........ t:I
Ie TUanlllltlllt~tooc
En. lit ....... 01 lint salr lint 53 ""
c
1n&1O.. . . . ... II
54 261
7 914
46 347
42 350
42 350
46 347
46 347
7 466
42 350
46 347
0
7 914
7 914
1 583
o
9 049
SCHEDULE E
(Form 1040)
.'
Supplemental Income and Loss
(F,om "nlll "" ""I., ,0yIlU".l*lnerl'''PI,
S ,orpor.Uon.. ....I... !ruIII. REMIC.. .1'.)
.All<<h 10 Form .0.0 or Form 104.. . 1ft InllrlKUona lor Schldul. E Form 1040).
OM!...O I",.a?,.
O."..I.......I~' '''' ft....""'1
I"'...... ~..."....Ii...,,'C. ,It.
..a.....111.1'I0."~f.lur"
1998
AIIIC"II'I,", 13
S'CII..t"C...o
'GII' IOC.....,"'.........
ROBERT
I P.rt I I
AND ELINOR EDMISTON 200-22-9730
Income or Lou From Renla' Rea' E.lale and Roya'll" Nol.: R.pallnc:om. .nd ,lp.nHl ~o'" yo" bl/Slntsl of rtn."9
pwson.1 ptOllwty on Schtdule C or c-a ISM P.g. E-. I. Rlllal 'trm ,.nlallnc:o... a 1Os1 tom "orm .t3S on Pig. 2. in. 39.
1 Sno.. lI1e kind .nd loel,on 01 .,," ,.nlll ,.., .,..1. "'0_"" 2 For .,," '.nlal '.., ..lal. ptOllarty ,.. No
A RESIDENTIAL RENTAL Iosltd on ioe ,. did you a yo"
IMIDwAY UTAH- - - - - - - - - - - - - - - - - - - - - - - - - _ _ _ _ _ _. flmily UIt .1 d"'"llll1e lal yalt lor A X
Br---------_______________________________ P"'Onal P"POHS lor mat Ihtn the
II'M" 01:
. .4 dtVS. or B
,----------------------------------------- . 10'" Of the Iolal dlYS r.nlld
II 'ar ,.ntll value? C
f'" 11";' !-, I
Incom.: Proaerttt. To....
A B C (Add 'alumn. A. B. & C.I
3 ~nls'lC..vtd ............................. 3 472 3 472
4 ROYllllesr_ved...,. ...................... 4 4
Expenael:
5 AdvarlisIng ................................ .
. Aulo Ind h1iW (Nt PIg. E-2)................. . 766
7 C'M"'''9'nd maintenance.................... 7
. Com_lIOns. . , . .. . .. . .. . , . . .. .. . .. . . . . .. , . .
. Inslllt'1(8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10 Ltg.. Ind ottw professional ,... . .. . . .. . . . .. . .. 10
11 totlnag_nl,... ... . ..... . '" ... ..... . ... .. 11
12 Mo1;age onllrest pl/d to banlc., ell:. 1_ page E-2) 12 12
13 Oll'>trin,...I............. ........ ........., 13
14 RIll.n .. . . . . , . ... . ... .. . ... .. , . , .. . . . . . . . 14
15 5,'00""................ ........ .......... 1.
II TII" .................................... I'
17 Ullll.... . . . . '" . . .. , .. . '" ... .... .... ...... 17
" ----------------------
---------------------.
----------------------
----------------------
- - - - - - - - - - - - - - - -'- - - - --
----------------------
---------------------- I'
----------------------
----------------------
----------------------
------------~---------
---------------------- .
l' Add ~ 511nug1l1' .... . ......... .~:. . , . .. 1. 766 1. 766
20 o.or-Ion _ r:lll'"IJ'.l , (-ll8OI E-3). . 20 20
21 Tolllll/l~"'" Add ..... I' and 20. . . . . .. . , . , .. 11 766
22 Inc:Oft\eIltaul tom _ ..... _It r:I ro,.IIy P'O-
P- Subtlellne 21 tom 3 (rMtI) r:lt ""*"~
If 'nutl.. (lot.~ _1lIgoI E-311111ncl 0IIl' you IIlUSl -294
"'uttlle "_II'" , . . . ...........,......... ZI
23 """"llble _ ..... es.... tau.
cw.n '.... rem.. rttal ....t........... U "'Iy 1M......
S.'lHqtl.J 10 '...... ~ JOw~t '.Fe......... 2.977 r ~
..t....~.......tt......tc~.t..."'......,...... . 13
24 '-. Odd -'ve lmounts Showft Oft Ine 12 Do IlOl ~ Iny....... . . . . . . . ,......, ... . . . . . . . . . . . ,...... 1M
2t l_.. Add ,........, ..,.... tom Ine 12 and rtnltI .... _It .... tom Ine n En... ... loW IotMI ,.... . . , . . . .. ... "" , " 2 ,']17)
21 Tolll 'WIlli 'III_It'IId'~ _ r:I (lOIn c~.... 24 lnel25. Enllr'" _,....
II ".fllI. Ill. IV. .IId Ine 39 on ll8OI2 dO nall$lDIy 10 }IOU. 1IIo.... ... 1_ on "r:l0I 10.0.1ne 17. -2 977
~.-....-'"...loWonIneOOon_2. ...... .. ........ ...... M
... Fr:I '11* ~oro Aeduc:lIoft Acl NolIc'. Me ,,_ 1040 Inlt1lcllonl.
IcIItduIt E ",,,1ft 10401 U..
4. On September 29, 1999, the parties entered into an agreement resolving all
economic issues related to their bifurcated divorce action. The agreement was read onto the
record by Mrs. Edmiston's attorney. A copy of the agreement as read onto the record is attached
hereto, marked Exhibit "A", and incorporated by reference herein as ifset forth at length.
5. The parties, at the time of separation, owned a Merrill Lynch Cash Management
Account (hereinafter referred to as "CMA"), in the joint names of both the parties.
6. Pursuant to paragraphs S and 6 of the September 29, 1999 Agreement, the parties
agreed that Thirty Five Thousand Nine Hundred Fifty Two Dollars (S35,952) in the CMA would
remain in the account and be utilized to pay monthly mortgage payments on a jointly owned
property in Midway, Utah, which property became Wife's sole and exclusive property pursuant
to the same Agreement. The remainder of the CMA, pursuant to the Agreement, became
Husband's sole and exclusive property.
7. Moreover, pursuant to paragraph 5 of the Agreement, commencing at the time the
Utah property sells or, at the conclusion ofa fifteen (15) month period commencing September
1,1999, whichever first occurs, Wife is to begin paying back to Husband the total amount of the
mortgage payments made out of the remainder of the CMA Account plus interest for the Utah
property over a fifteen (15) year.
8. Pursuant to the Agreement, all parties executed a letter to Merrill Lynch directing
that the Utah property mortgage payments be taken out of the joint CMA Account. A copy of
said letter is attached hereto marked Exhibit "B" and incorporated by reference herein as if set
forth at length.
2
9. Moreover. in acc:ordance with the Agreement on October S, 1999, Mr. Edmiston's
counsel forwarded to Mrs. Edmiston's counsel a leller enclosing a teller for Mrs. Edmiston to
execute directing that Thirty Five Thousand Nine Seventy Two (535,972) should be retained in
the CMA Account for payment of the Utah property mortgage and that the remainder of said
account should be transferred 10 Mr. Edmiston's Merrill Lynch Account held in his name alone.
A copy of this letter and enclosure are attached hereto marked Exhibits "C" and incorporated by
reference herein as if set forth at length.
I O. Mrs. Edmiston refused to execute the leller to Merrill Lynch directing the division
of the account pursuant to the parties' agreement and instead returned it to Merrill Lynch with a
note indicating that she would sign it after the refund of the 1999 taxes were divided. A copy of
the letter with Mrs. Edmiston's notation as received by Merrill Lynch is attached hereto marked
Exhibit "0" and incorporated by reference herein as if set forth at length.
II. Prior to the parties' Agreement 0 f September 29, 1999, the parties had agreed to
file a joint 1998 federal tax return.
12. Said tax return, at !\olrs. Edmiston's assistance, was prepared by her CPA in Utah.
13. The first draft of the 1998 joint tax return directed that Nine Thousand Dollars
($9,000) of the tax refund should be applied to the 1999 estimated tax and the remainder
refunded by check to Mrs. Edmiston.
14. This was unacceptable to Mr. Edmiston, as he has paid the majority of the 1998
taxes and because the parties would be filing separate returns in 1999 since they were now
divorced. Accordingly, Mr. Edmiston amended the la, retum to provide that the refunds would
be deposited into the parties' CMA Account. By letter of August 9, 1999, Mr. Edmiston's
counsel relayed this information to Mrs. Edmiston's counsel along with the amended to. mum
3
VERI FICA TION
I, Cindy S. Conley, Esquire, hereby swear and affirm that the facts contained in the
foregoing Petition for Enforcement of Divorce Agreement Pursuant to 23 Pa. C.S.A. ~31 OS(a)
and 23 Pa. C.S.A. ~3S02(e) are true and correct to the best of my knowledge, information, and
belief based upon information provided by Defendant, Elinor Stern Edmiston and from my own
first.hand knowledge and that said facts are made subject to the penalties of 18 PI. C.S. ~4904
relating to unsworn falsification to authorities.
Date: 10 VtvYl.QOCtJ
r1- ~~xI. ~
Cindy S. Coni ,EsquU'C
d
ROBERT BEVERLY EDMISTON,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
.
,
NO.
97 - 4129 CIVIL
ELINOR STERN EDMISTON,
Defendant
: IN DIVORCE
THE MASTER: Today is Wednesday, September 29,
1999, This is the date set for a conference with counsel and
the parties in the above captioned divorce proceedings, Present
in the hearing room are the Plaintiff, Robert Beverly Edmiston,
and his counsel Cindy S, Conley, and the Defendant, Elinor Stern
Edmiston, and her counsel John J. Connelly, Jr.
A divorce decree was er.tered on July 21, 1999, by
Judge Guido preserving the econo~ic claim of equitable
distribution which is the claim currently pending before the
Master.
Counsel and the parties have advised that after
negotiations this morning they have reach&d an agreement with
respect to the economic claim of equitable distribution, which
they are going place on the record. The agreement as stated on
the record will be considered the substantive agreement of the
parties not subject to any changes or modifications except for
correction of typographical errors which may be made during the
transcription, Counsel will have an opportunity with their
clients to review the draft of the agreement and make correction
of typographical errors as required, After the corrections have
EXHIBIT
I ___J1
been made we will determine whether or not we are going to have
the parties sign the agreement by way of affirmation of the
terms or whether the agreement will simply be sent to the Court
without signatures but with the understanding that the agreement
on the record cannot be substantively changed. Counsel may also
decide that they will want t? prepare a supplemental agreement
for the signature of the parties at a later time. Mr. Connelly.
MR. CONNELLY: The parties have reached an
agreement on the division of their property. Wife, Elinor
Edmiston, will retain the following assets as her sole and
separate property:
1, The proceeds from the sale of the marital residence which
she received at the time of the sale of the marital
residence in 1996, the amount designated for the proceeds
being $59,044.37,
2. Wife will retain sole ownership of two properties located
in Midway, Utah, 475 r.ainbow Lane, which is her present
residence and 501 Rainbow Lane, a property that is now
listed for sale. No value has been identified for the
501 Rainbow Lane property although it is presently listed
for sale at a listing price of $650,000,00. There is a .
mortgage balance against that property in the amount of
$312,000,00. She will al~o retain, as indicated, 457
Rainbow Lane, Midway, Utah, with a value of $254,647,00
and a mortgage balance of approximately $45,700,00,
The Rainbow Lane property is subject to the existing
mortgage and wife will indemnify and hold harmless
husband on the said mortgage and make payments in a
timely fashion,
3, Wife will also retain as her sole and separate property
her Merrill Lynch IRA with a value designated at
$15,160,00; her IDS American E~press fund with a value of
$142,180.19; and funds advanced to her from the Merrill
Lynch joint CMA account in the amount of $324,563,82,
~
4. The parties will equa~ly divide husband's pension
benefits through Blue Cross and Blue Shield. There are
two benefits which total approximately $4,400.00 per
month of which wife is recaiving $2,200,00. There is a
50\ joint survivor annuity on each of those benefits and
upon the death of husband, wife will continue to receive
the $2,200.00 per month payment,
The parties will execute QDROs necessary to specifically
assign 1/2 of the benefit each month from both of those
pensions to wife individually. In the event wife
predeceases husband, her portion of the benefit shall
revert to husband as his separate property.
Until each QDRO is in place with Mass Mutual, husband
will continue to make the $2,200.00 a month payment
directly to wife. This will be an alimony pendente lite
payment since ultimately the payment received by wife
will be taxable to her.
5. The $312,000.00 on the Utah property requires a monthly
payment of $2,396.80 per m~nth. This payment is to
begin in September 1999 arid the parties have authorized
Merrill Lynch to advance from the joint cash management
account, No. 87233719, th& $2,396.80 per month for a
period of 15 months. Fron the September 1st 1999 payment
forward, wife will reimburse husband for each of those
monthly payments. The payments shall terminate at the
end of 15 months and in the event the 501 Rainbow Lane
property is not sold by that time, wife shall begin
paying back to husband the total amount of the payments
for the 15 month period at 7\ interest amortized over 15
years. Wife also will immediately, at the end of the 15;
month period, arrange to have the property auctioned or
have husband's name removed from the mortgage and
continue to retain sole ownership of the property,
In order to insure thq continuing mortgage payments, the
parties agree that the joint CMA account, referred to
previously, shall have a balance in it of $35,952,00
representing the monthly m'Jrtgaq( ~ayment, $2,396,802
x 15 months, The remaining monies in the CMA account
shall be the sole and separate property of husband and
shall be moved out of that account into a separate
account in his name only; that will be referred to
subsequently in property retained by husband,
In the event of the death of husband prior to the
completion of the terms of the agreement, wife agrees
that she shall pay to husband's estate any payments dues
~
per the provisions relating to the mortgage payments over
the 15 month period. Any monie~ left in the joint
account, in the event the house sells prior to the end of
the 15 month period, will remain the separate property of
husband pursuant to the equitable distribution provisions
of the agreement.
In order to secure the $35,952.00 potential advance under
the Merrill Lynch caRh management account, wife agrees to
grant to husband, upon the transfer of title of both the
457 Rainbow Lane, Midway, Utah property and the 501
Rainbow Lane, Midway, Utah property, a mortgage against
each of those properties in that total amount of money.
The balance due on that mortgage may be less than that
figure in the event the house is sold prior to the end of
the 15 months and the mortgage will reflect the fact that
the balance due is the number of payments times the
number of months the payments were advanced in the event
the property is sold prior to the end of 15 month period.
6, Husband shall retain as his sole and separate property
the balance in the Merrill Lynch cash management account
after the set aside of the $35,952.00, The balance in
the said account as of August 31, 1999, being
$473,294.00.
7, In addition, husbanu shall retain his Merrill Lynch IRA
valued at $150,013,0') and shall retain funds removed by
him from the joint CMA account in the amount of
$124,904.10,
8. Wife shall be responsible fcr the preparation of the
deeds and mortgages on the Utah properties and husband
shall be responsible for the cost of preparation of
the QDROs to divide the pension benefits.
9, The parties have, to their mutual satisfaction, divided
all of their personal property, and all property in the
possession of each party remains their sole and separate
property as of the date of this agreement.
10. In addition, the parties have executed today
authorization to Merrill Lynch to cegin advancing the
$2,396,80 to Equity One Incorporated, the mortgage
company, on a monthly basis. The initial document
signed advances tt- monthly payment for September or 1999
and the second document signed authorizes the advance on
a monthly basis, obviously Lubject to the terms or the
agreement.
MS. EDMISTON: Yes,
MR, CONNELLY: 00 you understand that this is the
final agreement and cannot be changed after these proceedings
are completed tOday?
MS, EDMISTON: I understand.
MR. CONNELLY: 00 you be~ieve the agreement is fair
and reasonable and it is in your best interest to complete this
matter?
MS. EDMISTON: Yes.
MS. CONLEY: Or. Ed~iston, have you been here tOday
while we dictated the terms and conditions of this agreement?
OR, EDMISTON: Yes.
MS. CONLEY: 00 you understand the terms and
conditions of this agreement?
OR, EDMISTON: Yes, I do,
MS, CONLEY: 00 you understand that this is your
final agreement and that you cannot change it after today?
OR. EDMISTON: I understand.
MS. CONLEY: And you are entering into this
agreement voluntarily?
OR, EDMISTON: Yes.
MS, CONLEY: And do you believe it to be fair?
OR, EDMISTON: I believe it to be fair,
.
. ,
l.," Ulth.L"lit
HOWETT, KISSINGER", MILES, P.C.
11\1 \\ \L.\lT !'ITHfET
('O'iT ,,"II tll:E DUX ~h.'
H UlA'''''l 'h,., 1't."..U\ "f.\ I:I\'~
'''HS C. ""\\'ETt ,~.
.'l'S.\LD T. KISS.S<;E~
r,\T~ICIA .\. MILES
,'.;\Ior S C"SLEY
[lED~.\ M. SHIMP.
LIt..1I .\..i...,uu
t ~ 1:1 ; l.t. :";"
August 9, 1999
..\X ':1:. :,...,....;
John 1. COMelly, Jr., Esquire
JAMES, SMITH, DURKIN & CONNELLY
134 Sipe Avenue
Hummelslown, P A 17036
Re: Edmiston v. Edmiston
Dear John:
Enclosed please find the 1998 ta.'( return which my clienl has now C,'(eculed. Please nOle,
however, that al my request, page 2 oflhis return was amended to provide that the partics'
overpayment ofta'(es would be refunded to them viu direct deposit into !be parties' joinl CMA
account The previous version of this return direcled 59,000 10 be applied 10 !be 1999 estimated
ta'( and the remainder to be refunded by check which would have been mailed to Mrs.
Edmiston's address. As the parties will be filing separale in 1999, there is no reason to joinlly
apply any funds loward 1999 estimated ta.'(cs. Moreover, it is nol acceptable to Dr. Edmiston
thaI this money be refunded to MIs. Edmiston. II is reasonable for these funds 10 be deposited
into the joinl CMA aCcount. Thus, please forward this return 10 your client for signatUre and
forwarding to the Internal Revenue Service.
me.
If you have any questions or wish to discuss this matter, please do not hesitate to contact
Very truly youn,
'\ ': \.fJ r _
.... ...." ~\~.Jv6W~''''
Cindy S. C~ey "...:,
.....;
CSCldjk
Enclosures
ct: Dr. Robert Beverly Edmiston
EXHIBIT
I t:
-
Form 'GJO
Tn Ind
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Amount
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519n
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Ill......".
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Plld
~'I
u.. Onfy
''198,ROBERT AND ELINOR EDMISTON 200-22-9730
3.c ""'oun, "0'" '''1 JJ f.~IU'I'O 9'011 'f'\CQF"t,t
35 . Cheek " 0 You -fll 55 ar Old.... 0 B~nd. 0 Spouse _as 65 ar OIC....
Add I'" nUmCtt 01 tlOllS Ct"Itck'd abov, and In'ff Ih, tot.al "'"
I'~
PI I 2
89 009,
,
I
I
I
604!
405
4001
005'
53 '
o B~nd
. 351
b II YOU I" m.rr1ld ,.IIt'g "".'al,l.,. and YOU" spcuse.t.mllfl d.dl.lCttcns (6 you wet.
· dUII'S!.llus ."In, SM Plgl 29 Ind ChICk hI" . . . . .. 31b 0
:Ie Enl... Ihl I.1lf' 01 rout Il.mlzed dlducUons ~om Schldule I, hr. 29. OR sllnd.d
d.ducllon shown on Ih, I.~. 8ul SM Pig. JO 10 "nd '/OUt SllInd.rd d'duc~on II you
C"fCllld J"y bOI on h". 351 r:6 35b or If som,on, can Clltm YOu IS I d.".nd,nr '"
37 SUOllcll'n. 36 ~om Ilnl 34 . . . . . . . .
31 If Iln. 3. IS S93.4oo or '.ss, mulhc'Y 12.700 by Ih. tofll numc. 01 '1lmpbonl efalm.d on "". 5d.
It '1"' ~ IS o\<< 193,'00. I" the wO'lashnt on Pig, JO 'er Ih. amounllo ,nter ,
39 Ta.bl,'ncoml. SUOllcl I,n. 38 ~om ~n. 37.
., 'ff', JI ''''cr. 'PI." ..,.. Jr, '''''If' .0- . . . . . , . . . . . ..
.0 Ta. s.. Pig, 30. ChICk ,f Iny Ill. ~om .0 Farrn(s) 83" II 0 Farm 4912. ........
.1 CttdJl 101' chdO Ind dIP.nd.nl c.... "Plnsn. In. Farm 244' ... .,
U Cttd"'ar Ih. tfOorry ar lh. d'saOled. Illach Schedul. R . U
U Chold Iu at(l"ISfl pig. JI)..,. ...,. .,... ... '" ". ...... .. 43
U Educa~onatdJrs Allach Farm S863 ................... U
U Adop~on ate,!. Illach Farm 1839. .. . . .. . . .. . . . .. . .. . ". . . U
.. Fart>gn Iu ald'!. Allac:h FO'm "II ,frequ.'d. .. . ... .. . ... . . 41
.7 Other. Chtck ~ tom . 0 Form 3800 II 0 Farm 13~
cO Foom eaol d 0 Farm 11ll~1 .7
41 Add Nnn "lIYough 47. Thest.. yW toltl creell....... .......... ........................ 41
.. SuOlaet Dn. II 10m Nnt .0. II int II " mar.l/lan Nne .0. .nler -0- . . , .. .. . . . . . . . . . .. . .. .. ... ..
50 StlI-e"'llloymenllu. III Sch. SE. . '" , .. . , . . . . . . , . .. . ., , , . . .. . . .. .. , . ..... .. .. , . , ... ,. 50
11 Allerntll'4 "''''mum tu. Allach Foom 1251 ..... ............" ............................ 11
52 Sooal *",Iy and Medica-. tu on lip income noIreport8d III tmploytr. Allach Farm .,37......, .. 52
13 Ta. on lRAt. _ r."_1 pltns. and IofSAs. AlIacIl Form 5329 ~ rtQUlrld.......... ..,... ... .. 13
Sol Advance..necltncomeatdilp.yments tom ForIl1(S) W-2. ................................. Sol
IS House/Iold ImplOymtnlluts. Illach ScIIeduIt H. .. . .. . .. , .. . .. . .. .. .. .. .. .. . .. , .. . . .. . ... II
51 Add"-.9 lIY. h 55 TI10s is IoltllA . .. .. . , .. . . . .. . , . , . .. .. . . .. . .. .. . . .. .. . . .. ,. 51
17 Fllltral Illeome :u wtl""tId tom Farms W-2and 1099 .. .. .. .... 17 3 527 I
51 199hsDmar.c:u payments and a_1PP1itd from 1997 "IIIn. 51 3 3 3 6 0
.. · kneel ~ cr-. All Sch. EIC ~ '/011 haw . queJIIyIng cNld.
II Nontaxable ..necl inconlt: .ml . I U
and Iypt. NO I"
10 Adclllonal ctltld :u creclll Illach FO'm ea 12 . . . . . .. .. .. .. . .. ... 10
II Amounl PIJd _ Farm 4168 (rlQUlS1 fer u1ttnsIon) . . . . . . . . . . . .. .1
12 EllClSllOc:1al ~ Ind RRTltu ,""",*d 1_ ptge 431.. ... .. U
13 Other payments. C/Itc:tl iltom .0 Form 2~ II 0 Farm .1)6 .. 13
.. Add lints 57. sa, 5"..nd eo lIy h 13. T!lese.. "total IIIIftb.. , .. '" ... .. . .... ... ..
IS II Nne Sol is ma.hn .... se.IUll"ct llll 56 tom Int Sol. TI10s os tilt lmounl '/OIl OVUlPAlD. . . . . . , .
ala Amount 01 Nne 55 '/011 .Int REFtJID!D TO YOU.. .. . .. . .. . .. . .. . .. .. .. .. . .. .. .. . .. .. .. ..
II Raueng nurnc. 0 ..; oJ ~ II. T II ~ I. c T~: e-t/ltc:tlong I3"Stw.gs
:Ie
37
27
61
:Ie
31
. .0
5
56
9
9 5
9 5391
36 8 7
27 3 8
,3
..
II
ala
dAccOUftlnumtl. ,.. "oJ~IJ1.r7"l'"
.7 Amounl 0I1nt 55 ..nl A'I'lIm TO 1"' !STlMA TED TAX. 17
II IIInt 51 is ma. hn Int ... sUllltellnt .. from ... se. TI10s IS tilt AMOUNT YOU OW!.
For clatatIs on l10w III pay. _ PIQI" .. .. .. . . .. . , . . .. . .. . .. . .. . . .. .. . .. . . .. . .. .. .. .. .. II
II Es.....ltd lax . AltO include Oft .... sa ......... . . . .. .. .. II 4 6
"....,
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Uft.... 1~lt,.... 'trl"P. IlItellr' 'tlall Pt.... ......... 1l'l.1 r."""..... acc...~ te"....... 1ft' .t.t.....11. "'. to ttt, ",t.. "" -.-.............-_ ~.,..
tw. c-'"tet..... ....."1. 0._.1"" Of ........fOtfI. '''''' '-"'''''' ......... _......,.. Of ."'......... "'II.., _.........
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84032
.......................,......
. III 520-58-6505
OICIC
,....~.,..y... .
.......~...,.. P.o.
....... HEBER
CPA
UT
.~~
2210
Underpaymenl of
Estimated Tax by Individuals, Eslates, and Trusts
. s.. MI*.I. 1n.lrucUOn..
. Alltch 10 Form 1010. 1010A 1010NR 1010NR-EZ, or lOll.
C~II""o 'h'.al"
'::'0"''''''''' 01 ,.... T,.......,
,,.'.,... -......10' s......c.
.......u....o...oro....,...,..
1998
.."K"''''.... 06
$'1"""'C' "'-"
ldenltf.,.. ,......,
200-22-9730
ROBERT AND ELINOR EDMISTON
Nol.: In mO.1 c...., you dO not nNd 10 ~It Form 2210. Thl IRS WIIIIlgIII .ny ~Inllly you OWI,nd Mnd you. bill. Flit Form 2210 only " one or morl
bO'" In Pitt I'Pply 10 you. II you dO nol nNd 10 ~II Form 2210. you Sbll m.y ult '110 IlgIII YOII p.n.'ly. Enl. lilt .mounl tom Pill III. ~nl 21. or PItIIV.
"n. 35, on Ihl p.nllly "ne 0' YOUf '"Ufn. bul do not.llIch Form 2210
i Pert I I Reaaona for Filing - III.. lb. or Ic bolow 'PP'nlo you. you""y bl .blllo low. or lIo,",n.11 yoU' Pln.'ly. Bul you MUST Chlek Ihl
bO'" Ih.l.pply .nd ~I. Form 2210 WIIh YOII'" r"U'n. 1I1d belOW Ippl...lo you. c/ltck Ihll bot Ind nit Form 2210 Wllh YOU'''' '1I11n.
1 ChICk whlChl'. bO'" .pply (" none ,pply.'N lilt Nol. Ibo,"):
· 0 You 'eque.1 . wllvlr In c.",n ..cum...ncn. Ih. IRS W,n WI"" In or Pllt 0' lilt p.n.lly. Set Wllv., 01 PII1IlIy on p.g. 2 0' Ih. 'nstucbons.
b 0 You use Ih. InnU-'lztd Ineam.In,""mlnl m.IlIOC1.11 yor.r 'ncoml VI/lid dU',"ll Iht r-I/,IhIS mllhod....y redUC'11lt Imounl 0' one or morl
r'Qurld In,""mlnts. Set P.gl I 0' Ih. instucbons.
e 0 V ou had Flderl' income I.. w,lhheld tom w'QIS Ind. 'or nbm.lld tax PU'OOstS. you tflllh. wilhhtid tax IS p.id on th. delts ,I WIS ICtu.lly
withheld. instlld 01 ,n equ.1 .mounts on !he Ply""nl due d.lts. Set !he 'nstucOons lot lne 23 on Plga 3.
dO YoU' requr'd InnU-' pa)'llltnt (One tl bllow) lS blS.d on yoU' 11197 tax .nd YOU IIItd or Il'llIling. joonlrtun lot lillltr 11197 or t9ge bul n0110t
bolh )'HrS,
I Part II , Required Annual Payment
2 En_ yoU' 19ge tax liter crodJts 1_ P.ga 2 0' !he instucUens).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . .. 2
3 Cth. taxn (_ p.ga2 01111. instucbons) .. . . .. .. .. .. .. . , .. .. . . .. .. . .. . .. .. .. . .. . . .. .. . , , . .. . . . . .. . .. . . .. 3
1 Add intS 2 .nd 3 . . . .. . , . .. . .. . .. . .. . . .. .. . . .. .. . .. . . .. . .. .. . .. .. .. .. . .. .. . .. .. .. . .. .. . .. . .. . .. . . . ... .
5 Eltntd income crldll. ...,..................,....,..,.... .............. ......... 5
. Add,bonll child tax crldll . . .. , .. , , .. . .. . . . . . .. . , . , , . . . . . .. . . . .. . .. . . .. . .. .. . .. ... .
7 Crld,t lot Fed.11 tax paid on "'tIS....... ..................,....................... 7
I Add intS 5. 6. .nd 7.. . . . . ... ... . ..... . .. . , , .. , . .. ... ... , . .. .. . .. . . ... .. ... .. , ............ ...... . ..... .
I Currlnl year I... SubltlcUne 6 tom lne 1 ... , . , . .. .. . .. . . .. , .. . .. .. .. . .. .. .. . .. .. . .. .. .. . .. .. . .. .. . . .. ... I
10 Mul1lply nne 9 by 9O"lo (.901.. .. . .. . ... , . . ..... ....... .. . ... .. .. . ... . .. ... ....... .. 10 8 144
11 WlthnOlding taus. Do not 'l'lCIuda Iny nb....1td tax payments on !his line (_ paga 2 01 lilt insl'UCllons). . . . . . . . . . . . . , .. 11 3 5 2 7
12 Subtlelllne 11 tom line 9.1I1tss IIItn 51,000. ,top her.; do not compIelt or lilt !his Iotm. You do not owe lilt ptntIIy,.... 12 5 522
13 Enltr Iht tax snown on yoU' 11197 tax rtlU'n. CauUon: See page 2 or !he inshdons. .. .. . .. . .. . .. . .. .. .. .. .. . . .. ... 13 39 736
14 Required II1nual paymenl. En_1ht II1lIIlet 01 line 10 or lint 13............................",................ 11 8 144
Nole: II Hn. IllS I 110 or mor.!hen Hne II, her.; do not ow. lilt . 00 nollllt Form 22'0 u_ u chtCl<ed box ld IboYl.
Pitt III Short Method (CauUon: Set page 2 0I1I1e instuclons to ftnd Oul ~ you ctn use lilt Short melllod. "you ehtCl<ed box lb or Ie in PII1I,
Sl<illlhi' PIl'! and go 10 Pert IV.)
15 Enltr Iht .mount ~ Iny. tom line II IboYl. ... . .. ... . .. ... . , . . .. , .. . .. . . . . , , . .., .. .. IS
11 En_!he !otal.mount hny. or ISbmaltd lax payments you made. . .. . . . . , . . . . . . . . . . . . . .. 11
17 Add HntS ISlnd IS . .. . . , , ... '" . ..... ... . ... , .... . . .. ... .... . . .. . , .. ... . .. .. , .... ........... ... . .... 17
l' TOtal uncrltJllrrntntlar,... Suetac:t line 17 tom lint 11.11_0 or less. stop her.; you do not owe lilt ptntIIy. 00 not
ft" Form 2210 unJess you C"-Cled box Id 'boYl. . .. .. . .. , .. . .. . .. . .. .. . . .. . .. , . . . .. . .. . . .. .. .. . .. . .. .. . .... 11
11 MuI1lpIy line 11 by .05013 . , . , .. . .. . .. .. , . . .. , . . . . . . . . .. . , . . . .. .. . .. . . .. .. .. .. . .. .. . .. . .. .. .. .. .. .. . . '" It
20 . "lilt Imounl on lint 11 was paod Oft or IIItt IIIS191. en_-o-.
· III11e .mount on lint 11 ".. paid bibt I"SI9I. rnak.1Ilt foIIowtng computellon 10 IInd lIlt.mount to tnfIr on lint 20.
Amount on Numller 01 cays paid
lint l' I btIot.lIlS191 I .00011.... .. '" 20
21 PENAl. TT. SWttcllint 20 tom lint II. Enter lilt ...uIl......nd on Form lCMO,.... 61; Form IOIOA.......;
Form 1040NR.1int ' Form Io.oNR-I lint 27' or Form 1011. . . . .. . .. .. . . . , . . .. . .. .. .. , , , . . .. .. .. .. . . ,.~ 11
For P,,* ~o.~ Refucllall Act...., _..... 1 III ........ IIIIhcl1an..
9 049
9 049
o
9 049
..... 2210 ('Mil
M"
1998 Underpayment Penalty Worksheet
ROBERT AND ELINOR EDMISTON 200-22-9730
Requlrtd PIY....nl P.nllly
Inl!Mlm.nl
0.1. r.,D'- Amounl Underplym.nt DIY' Ral. Amounl of P.nally per
LII. P.nally .. Period
FIRST QTR
2,036 4/15/98 2 882 1,154 61 0,080 15,43
6/15/98 2 882 272 53 0,080 3,16
8/07/98 3 272
TOTAL 18,59
SECOND QTR
2,036 6/15/98 2,036 53 0,080 23,65
8/07/98 3 2,036
TOTAL 23.65
THIRD QTR
2,036 8/07/98 3 2,036
FOURTH QTR
2,036 8/07/98 3 2,036
,
.
TOTAl. UNDeRPAYMENT PENALTY... ............................ ...................... ............... 42
· , . o..p...J~A .. DnI UtI I RIlt
~"''''.I
I -W1I.I>c'I. -
I -11IImIlI
. -l*-
I -,., WillI.....
SCM.1u'" .." Ie :r'" '0'1)1''''
"'l.m'III'MOII" oroC=""", '::1'0 00"01 ...." ....... ....ClI.;JC.' '''.1,., ..,,"'CUrl '"0''''' 0tI 01"" f'a.
ROBERT AND ELINOR EDMISTON
Schedule B - Interesl and Ordinary Dividends
h Allny..... clI61I'Q ,_ did you ha'lll In "*'&IIm .. IllQI'&ua .. 0lNr I~ _ I IlnaIlQalICCOUnl in llOraogn
coun..,. suen U I btnIllCCO\llll. *"'* ICCOUnI. .. 0lNr IlnaIlQalIlCCllUlll? s.. DI\lI8-2 fer _lOnIIlnd IIIIno
r~ferF.."'TOFgo...22.1 ...........,."........, ,......,..............,...........,......,.
II ""'r",'_lN_orlOraogn~. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ __ __ _ _ _ __ _ __
I O""'ll'_ lid you - I ~ tom. .. ... you INSP'anlrlr or. or I....or 10. llOraogn tusI7 X
" "'res ' .... ha 10 .. F_ 3520. s.. 8-2 , . . .. . . .. . .. .. . . . . . .. .. . . .. . .. . .. .. .. .. .. .. .. .. .
For '.......k RHucIlon Act -.. _ F_,'" IItR1lc1lao1a. kt,t... 1.,- l~all'"
P.II
Inllful
,5""';"'::1
....a '.1)
Note: I'yet.!
t.e't.'O'cor""
10".1"'1" &'or""
lOll-OlD 01
flol:lll,l",fI
.f.ftl'l'ltf!trrc",
.=r~.,,;.'."'.
lltlll'l,fl'm',
"1",...lh,
"..,eranCl'n!"
'''''fClI,I1ftltt"t
'''0",,,,,,1''11
'elF"",
.
P..II
Ordinary
Dlvldenda
($.. NQlIIII
,"(111.1 )
Note: If,ow
.ec......O..CIr""
'OH.OIVllI'
I\IlIthhil.
fll'-""""fr'om
'I:IrCltlt."
fMl.ijJtl"t
f"""lqrIll,..
H'I'N.,...
'1'1511I1.
ll'l.ar~
O'<'lftt't'ItJ'tO""
OtItl'l'I'CJ'l'l.
P..1I1
Foreign
Accaunll
IlICI
Trulll
....
Pa;I 1.1)
'"
O-.,t""'1 'US.::IO" .""
rOll IOCtlllecv''Y fUnD.
200-22-9730
AIl.e....."'1
St~..."tt 'll~
Hate: u au "ad 0\1" S400 In taJabltl .rt.,lsl Incom.. au must also cempl,r. Pili III
Amounl
LIst name or pa)'er. lI,ny Interest IS !rom, Sefl...ftnanced mert;aoe and tne bu)'", ~ed the property
as , "ltsonal resIdence. SN paOe B..' and hslll'tls mleresl rrst. Also. st'low tttat buyet's SOCIII S<<l.trty
numDIf and addrlSs .
CAPITAL REALTY -fNVESTORS- - - - - - - - - - - - - - - - - - - - - - --
cOMMuNlfyrIRsT-------------------------------
~Q~I3~~&~S~f:i~R~:::::::::::::::::::::::::::::
FIRST NAT BK OF MADYLAND
B&:~E~:~~~uJ~!f(o~:r~::::::::::::::::::::::::::
99
11
19
43
153
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2 Add IN Imounts an line l. , .. , .. .. .. . .. .. , .. . . .. .. .. . . . . .. . . .. .. .. . . .. .. . , . .. . .. , .. . . .. . .. .
3 EllCfudabla in...est on _... EE U.S. savings bonds issued llta' 1989 from F..m 8815. hoe ,..
You MUST.ttacIlF..m88t5IaF..m 10.0..........................,.......,.................,
· SublseUna 3 tom line 2. En... I!le result ,.... Ind on F..m to.o.1ine Sa . . . . . . . . . . . . . . . . , , . . . . . . . . ..
Nola:" u hid over SolOO In ..dinar dividends. mUII.1so co leta Part III.
2 325
3
. 325
Amaunl
112
7
762
14 034
322
I
I List nama 01 Plyer. IIlCluda only ordinaly (jvjdands. Report Iny cap;taI gIIn distlt:utiOns on ScNdula O. .". 13
. AMEX IDS
IBM-----------------------------------------
HERRILL-CyNCH---------------------------------
HERRILL-CYNCH-S72:jjji9------------------------
B~~I~~:'~~~:tt2~j~~0}:::::::::::::::::::::::::
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· Add IN lmounts (Ill.... 5. E..... INIa\af .... Ind an F"", 10.0. .... 9 .. , , . . . . . .. . .. . . . . . . . .. . .. . ,.
You mUll c:omplalIlhs DIf\' you fa) had _ a.a:J or intarasI.. ..dkwy dMdlInds: 1'1 had .1Oraogn ICCoun\; or
lCl r-..cl I dIIt'1IluIaIl tam. .. ... I IFa. 01. .. I I.""'" 10. I Ilnogn ~
15 237
.
YII No
X
,SCHEDULE 0 Capital Gains and Losses c..., "0 ISt\.:l1',
(Form 1040) . 1998
O'CIt'''''"'OII'''' "'.1111'1 . Altach 10 Form 1040. . See In.lrucllon. for Sch.(luIe 0 (Form 1040). Ar'.e"!,..,",
,..t""'.,GI""'"",,S""OCI 4ft, . Use Schedule 1>-1 for more SIlec:elo 11.1 lran_Uon. lor IIn.. I and a. 5t~\I'''c,~o 12
,'Uj'"l.II,."o....o"ll'crm 10.0 I Y04I.OC.,...:\I"ty........
ROBERT AND ELINOR EDMISTON 200-22-9730
i Plrt I I Short-Term Clpllll Gllnl Ind LOllel - Auele Held One Year or Less
$I, ':UC' Ct'oPo~' or:Cf1'ly (lit c.'. 'C~I,j"'O fel C.r, '01' CdJ Slru",,'C, Ie. c~,.'JI (f)QAINOI'-OU)
I!.I-C', '00 ,,, lC'l Co I '''''0. cay Y' J 1""0. "..y vr. I'" g'Gt :).1. 01"'" ,,... 5Io1t1r'I:'I'I"0,"'01
lu.e.;.,:."
2 Em.. yoU' .hort-term totals. " any. tom
Schedule 0-1. Une 2............................ 2
3 Tollll/lort-tenn..... prltl _nil.
Add Column (dl 01 U_ I and 2 ....... . .. . .. .. . .. . 3
· Short-term gain tom Form 6252 and short-term gain or (loss) "om
Forms 4684. 6781, and 8624............,...... ,........................................ .
5 Noll short-term gain or (lOSS) tom P~ S corooraUons. osta.... and rusts..om ScIledute(sJ K-l 5 230
a Short-term capital lOsS CItTyOVW. Enter IIle amount. d any. "om .... 8 01 yo\6
1997 CaPItal Loss Carryover Work",", . .. . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . .. .. . . .. .
7 NIt t/lor1-lerm ClIIIIIllllln or 1loM1. Combine Ilnes 1 lI'touoh 6 in column III . . . . . . . . . . . . . , , . . . . 7 230
I P.-l III Lona-Term Caaltll GIIIII Ind LolMa - Allele Held More Thin One Yell
.. ""C'ClftO't of Dl"OO""Y .. OII'IC~IW'CI tcJ O"ttota Cdt ""';rOCI 1It:~t:JI III .........OSSI .. """'T! GAaN
(t!!al'f'lC1I. tOO .n. XYZ CO.l (fIIO..lIIy.yr J (Mo.. Illy.." J (II' :'01 O~1l Ofn., ,..'t Sl.lDfrK:t fe, from (dJ .. ..OSSI
I'" 01\1'1 O~IJ -1",In,tr.o_row,
MERRILL LYNCH DRAGON F NO
VARIOUS VARIOUS 12 853 23,766 -10.913
, Enter yo\6 IoIlQ-term 1olaJs. d a"Y. tom ..
Schedule 1>-1."" 9... .. . . ..... . .. . . ...... ... .. I .
10 TOIllIanO-'-..... price_II. 12 853
Add COlumn (dl 01 '- hnd 9 .. . , . . . . . .. . . , . . . . . 10 ... .
11 GaIn "om Form 47'117. PIrt I; tonv-lIrm ;tin "om Farms 2139 and 8252:
and lonv-term galn ar (IOsS)"om Forms", fInl, and 8824..................... ........... II
-.
12 Net long-lIrm ;am or (lOsS) "om owtner1/lIps. S _allons, _.... and rusts "om !icIleduIe('IK-l . 12 -3.457
13 ClIl'taI;amdlsrculons. SetOlQt0-2..... .........,........ .........,.. ................ 13 22.284
14 Lonv-term CIIlt1aIIOsS carr,o..,.. e....... lloIII COIumnI (~and (QllIIe amount.
"'ny,"om"" 1301y0\6 1997CapotalLOII~ Wen...... ..,.....,......,.......,..".. 14 )
II C-'-llI'tOUQhI4"COIumnIQI.. '..... '......,.., '.........., ............ ....... It I. .. ....
1. NellOllg-llnn capftaI..... Cll' IloMI. ComtlinIInn IlI'touQlII&'" COIumntll ' , . . .. . . .. . . . .. . . .- II 7.914
..."" Go 10 PIrt III Oft IIIe bacIl, .
. "' AaIe GaIn or Loll inclI*t II "collllcllllla gIIftIand...' (IS __ Oft 0191 D-flland l*I ar .. 01...... QIIIft Oft Q\lIIlIIC smaI ~
sloclo J!!Il!!ll! 1>-5).
For '" '"'" AeducllOft Aclllolcl, .. ,- '041 ............. IcIIHuIoI D 1"- 114OI'N
d.
",.,," , "'''~ '",,'... ROBERT AND ELINOR EDMISTON
-
[ Pert III I Summary o! Part. I end. II
200-22-9730
17 Comblntll"" 7 and 18 1I11~S. go to line 18. If.. gaIn. enter lhe gaIn on Fcrm to.o, lin. tJ . 17
Hett Co...ploro Form 1040 l"'Ough uno 39. Thon. go to PA1IV 10 1lg1l0 YOIlW II:
. Both ""n 16 and 17 "'.g.,ns. and
· Form 1040. Iln, 39. 11 morell'tl" lire.
11 II/,no 17 " I/OSS. enl", hero Ind IS I (los.1 on Form 1040, I,ne 13.lho""eller 01 tho,. 'OSS":
. TP'I, rOU on 11M' 17; or
· IS3,oool or, ,I m.mod ftli"ll SlParltelY.IS 1.500) . . . . . . . . . . , . . . . . . . . . . . . . . . . .. . . . . . .. ............... .. . . _. III
Hetl: Completo Form 1040 1Iw0ugh Una 37. Tlltn. compll" tho Capt... Lou C~oYer WorIcshHI on plgo 0-6,1:
· Tholos. on 11no 17 O'CNds II1t los. on Una 18. or
. Form 1040, Un. 37. is I IOS..
! Pert IV I Tax Computetlon Ueing Maximum CepltaJ Gain. Ratee
l' Enl. YOllw.blo ,ncome tom Form 1040. Un. 39. .. .. . . .. . . , . . . . . . .. . .. . , , .. . . . .. .. . .. .. . . .. . .. . . . . . .. , , . . , . .. "I
20 En"" tho .",eller 01 Un. 18 or Un. 170' Sclltdute 0... .. . .. , .. . . , . . . ... . .. '" ... ... ....... 20 7 914
21 II YOu are 1ilI"ll Form 4952. .nlar the Imount tom Fam 1952. Una .. . . . . . . . . . . . . . . , . . . . . . . . .. 21
22 SubtaclUne21 tom Une 20. II zero a Its.. enlar-o- ..,.................................. 22
23 Combln. Nnn 7 and 15. II zero a less. en..-o-......................................... 22
24 Enlar lI1t_oIUne IS ...1", 23. but nol less lIltnzero................................ 24
25 Enlar YOIl UlYlCIllllled stellen 1250 gain. Winy (see page 0-7)... . .. ..... .. .. .. . . ......... H
2a Add Unes 24 and 25 ................,.... .............................,... ......... 21
27 Subtact line 26 rrom Une 22. II Z8ro a less. en..-o- ,.............,........ ..... ........,........ .....,........ 27
2. Subtaclune 27 tom U", 19. II zero a less. en.. -0- . .. . . . . .. .. .. .. . .. . .. .. .. .. . . .. .. . .. . .. . .. . .. . .. . , .. . . , .. .. 21:
29 en"" Ih. smaller 01:
. Tilt amount on line 19. or
· S25.35O " lingle; 142.350 "mamed IIIng jOInlly a Qu&liIying widOW(.~ }
S21.175 " married 1IlI"ll separlll/y; a SJ3.950 " heed 01 houMhoid
30 enter Ihumaller 0' Une 28 a... 29... ........ ... . , . . .. .... ....... . . .. ...... . .... . .. _.. . ...... '" ... .. ..... 30
31 Subtaclune 22 tom Uno 19. " zero a less. enlllr -0- . , .. .. .. .. .. . . .. . .. .. . .. .. .. .. .. .. .. .. .. .. . .. . .. . .. .. . .. '" 31
32 Enter II1t larger 01'" 30...... 3t. .. . ...... .. .... .. . , .. .. . .. '" .. . ...... ... .. ......... . ...... . . .... . . . . . .. 32
33 FtQlIo !/low on II1t amount on ... 32. usell1t Tax Tlble a Tax Rale ScIleduIn. whiellt.erlllClin. . . . . . . . . . . . . . . . . . . ,.. 33
34 enter 11'.. lmount tom ... 29 . .. . .. .. . . .. .. . .. . .. . , . . .. . .. . .. .. . .. . . .. .. . .. . . . . .. .. . .. .. . .. .. . .. .. . .. . . .. .. 34
3S enter It>t lmount tom Une 28. .. . . .. .. .. . .. .. .. .. . . .. .. . .. . .. .. . .. . . . .. . .. . .. .. .. .. .. . .. .. .. .. . . . .. .. . . .. .. 35
31 Subtlef un. 35 ~om'no 34." zero a less. enlllr -0- .. ... ... .. ......... ...... . .. ........... ...... .... .. . . . .. " :It
7 914
230
..................................... 2Il
37 MUltiply U'" 36 by 1()'Il, (.10)........,..............................................................,... .... 31
31 entw the amatler oIlne 19 a .no 2l . .. .. . .. . . .. . .. . .. . .. .. . .. .. .. .. . . .. . .. . .. .. .. .. .. .. . .. .. .. .. . . .. . .. . . .. 31
:It Enter tho Imounl tom... 36.. . . ... .. ... ... .... .. ... . ..... . ........ ...... ....... . ... ... '" ... , . . . ... . , .... :It
CO Sub tact ine 39 tom.... 38.. . .... ..... .. . .. .. ..... ...... ... .. ....... , .... ... ...... ..... ... , ....:.. .. . . .... 40
" Multlplyi", 10 by 20'11o (.20)...... ........... ....... ......... .... ............... .......... .............,.... 41
12 Enter II1t _ 01'" 22 or ... 25 . . , . .. .. . .. .. .. . .. . .. . .. .. .. . .. .. . .. .. .. .. . .. .. .. .. .. . . .. .. . , .. .. .. . .. ,. 42
13 Add.""22.nd32.,.,........................................................... 43 S4 261
44 En. II1t lmount tom'" 19, . . . . .. .. ::... , . .:......... . ...... ...... ... . , .. , .. ...... ..
IS Sullhct """.. tom.... 43.11 zero a.......... -0- .. . . . . .. . .. . . .. .. . ... .. , . . . .... .... ...... ...... . . .... . . .... II
.. Sulltact.no -S tom''''' 42." zero a.......... -0- ... .... . .... ......... .... .......... ...... '" , . . ........ . . .. 41
17 MUltIply ine ae by 25' (.25). , . . .. . .. .. , , , ... . , . . . . ... .... .. . .. . .... . . ... , ..... '....... .. ... ... _.. '" . . , ... C7
II enter II1t lmount tom .... 19. , . . . . .. . , . . , .. . , .. .. .. . . . . , . . . . .. . .. .. . . .. . .. .. . . . . . .. .. . .. .. . . . . . .. . .. . . . , " 41
II Add'"., 32. 38. 10. and 41 .. .. . , . , .. , . . . ... . , , ....... .. . , . . .. ... ... . . , . . .. ....... .... .. . ..... . . .. . . . , , ... ..
10 Sub'act..... tom.... 41 , . . . .. . .. , . . . , . . .. . . . .. .. . . . . , . . , .. .. . .. .... , , . .. . . . ...... . . . . .. ... . .. . . . . . . . .. ..
51 Iolultoly """ 50 by ~ (-28). .. .. . .. .. .. . .. ... ........... _ ..... . .. .. . ...... .. .. . .. . .. .... .. .... . . .
12 Add """ 33. 37. 41. 47. andSI .. .... ..... ... .............. . .......... _.. .... .. .. .... ...
13 Foglllthe to on II1t ._ on ... 1'. use... Tax rallle a Tax .... ScIleduIeI. ..hie"'.. .... . . . , . . . . . . . , , . . . . .
.. II
... Q
13
.. r.. on WIIlIe___
f.... ... ......, "'.... 52 a .... U .....nd on Fer.. '010. .... 40 .
.. II.
54 261
7 914
46 347
42 350
42
46
46
7
4
46
7 914
7 914
1 583
o
o
9 049
SCHEDULE E
(Form 1040)
Supplemental Income and Loss
,F,om ren'" relf .."I.. ,oyIfU... perln"''''lps,
5 corpor.Uon.. ....I... IrUI". REMICI, .IC,)
.AI~h 10 Form 10.0 or Form 1041. . See InslrucUona lor Schedu" E Form 1040).
0.011"...."'1 all"" f,...~.,.
11'1...... q....,.... S.,..oel I'"
'lI'....I".,.O.'" 0""'11I''''
OM'lrfO "".0""
1998
allIC"''"'"' 13
,.Q\I'''U-'O
'CllIIOC_'ltcWlfy .......
ROBERT AND ELINOR EDMISTON 200-22-9730
Part I Income or Lou From Renlal Real Ellale and RoyalUes Nolt: AIPOI'llncoml .nd I'p.nses ~om YO" bUlln..s of renb"ll
p.sonll p<oo.ly on Schldull C or C-EZ 1'" o.g. E-l). RtIlorl I"m ren'" ,""om. or 'ou ~om Form 4135 on pig. 2. 'in. 39
" Show Iht k,nd .nd 'oc.bon 01 ItCh ,.nlll relf u..l. property. I 2 FOI' ItCh ,.n..' 'It I ....I. p<oo"ly Yu I No
A RESIDENTIAL RENTAL , .S1.d on inl '. dld you or yo..
f----------------------------------______ I.m~y USf II d"'"lllhl ... year lor
,MIDWAY UTAH A X
Br -- -- p",on.I p..poses lor more lhen 1/11
.----------------------------------. grill. 01:
I II d'yS, or B
C I 'O"lo olll1t 10'" d.yS r.nl.d
1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - . .~!!.. 'In'" v.IUI? C
eS..". ,f.l I
Income: PrOlll(UU TolII.
A B C (Add colum", A. B. & C.)
3 R.nts ree8t\ltd .,........................... 3 472 3 472
4 Rev'lb.. 'ectlved, , . . . . .. . . ... . . .. .. . . . . . ' . . 4 4
Expenl..:
5 Adv_"ll .............. ....., ....... ..... .
. Auto .nd hvtl (_peQl E-21................. . 766
7 C'It"'"ll.nd maintenanet . .. . .. . . .. . . . .. . . . . . 7
. CommiSSions. . . . . . , . . . .. . . . . . . . . . .. . . . . .. . . I
. Insuranc. ................................. .
10 LIQat .nd e"'" p<e!asionat _ .. . . . . .. . .. . . .. 10
11 M.n.glmenl_.......................... . 11
12 Mortgage ,n...t p.", 10 b.nlcs. t1C. (1M pege E-2) 12 12
13 Otlltr'n.tsl....... ...... ..... ....... ...... 53
14 RtIl.n................................... '4
15 Supplies........................ .......... IS!
11 TIX" .................................... II!
17 Ubub... . . . .. . .. .... .. .. . ... .. . .... . . .. ... . 17
l' ----------------------
----------------------
----------------------
----------------------
---------------------
----------------------
---------------------- 11
----------------------
----------------------
----------------------
------------~---------
---------------------- .
If Add lIneS 5 lIYouOft 18 .. . .. . .. . .. .. ..~: .. .. .. If' 766 11 766
20 O_1on _ or dtpItlon (_ pege E-3I. . 20 20
21 Tetal_ Add'- 19ancl20...........,. as 766
22 InconotI{lou) tom ...".. ,tal ISIaIl or ,cyeIty 11'0-
Pfl''''. SubttCllnt 2' tom 3 (""11) or 4 (rOyIlIes).
n rlSuIt IS (Iou). see pege 1-3 10 IInd out. you must
must lilt Form II. . . . . . .. . . . . .. . .. . . . . . . .. . D -294
23 lltclunblt.......... tSlIlllou.
CIIIlhcft flU "'-"al 'MIt.tett11IM, 0"...... ""~.. """it.
S.. Catf I!. J 10 fiM ~ If ,ou ~tl t.,_..... "'" 2.977
..II" .O'''t>Oftatt ~.l 'Ol'lf/tittlMt.'''' ....a. . . . . . . D
24 Income. \clcl1lOfltvt I__ft on lnt n Do net _ any _ "." ........ .'.< .... .,.... "" .. ..... .. 14
21 lo... Add royelly 101... ~....Int n II'd _ .... _11_ ~om Int 23 Enter lilt _ _ .... . ' . . , . . , . . . , . , .. 2.9771
.. fetal ,'"tal.... _lIlnd ,cyeIty _ 01' (losn Combont.... 24.nd 2S Eft'-lIIt,..uIt hel
",..1I1l. Ill. IV..nd Int 31 on pege 2 dO IIOIfllOI'r 10 you. _ en'- 1M ''''0''''' on form '040. int 17. -2.977
~.-IM.mount'"lIIt_onlnt40ono_2 ... ..' . M,
.,. For ,_ 1'0.\ Aeduclloll Acl Nollel, ... For.. 1040 "'Wucllonl.
klltdult ( (For.. 10401 ''''
SCP'i'l.1ule E I~Ot", 10401 1996
Al~c"menl SfQu,nC8 No 13 PiQe :
'ay ICZ:"II."'rylUfto.
"'''-'IIlI''e..~;,'' ......."
ROBERT AND ELINOR EDMISTON
200-22-9730
Hal': If ycu reporl imcunts tom farming ~ tlsnln9 on Schedul. e. YOu muSI.nfer yo~ gross Income from Ihost ICbvlbes on bn. 41 betow RII'tstll.
Pfo'ns1o".IS must complele line 42 betcw
I Plr111 I Income or Lou From Plr1nerahlpl and S Corporallona II ,ou "pori. IoU ~om .n .I....k .chVlly. you I,lUST C"tck ..,""
COlumn ('~ or (r) on II". 21 to descrlb. your Investm.ntln the activity. See Pig. E-S It you check cOlumn (r). you mU1tlrlaC" Form I,...
lb. !",,,,,,::w i p::, C".c' r CdI !"o'a~tl' ,""tl. AI R... 't
27 511 "'..-, ,.,'''...'..0 I '::w,~ ,a,.."I,c..t,CI'l"",..Otf' I'~."! 'rl.fi..~"';.
S'CJ' 5~::r= , """""''''0 .." ....t.
A ML LEE ACQUISITION rD I P I 04-3028398 I
BiCAPITAL REALTY INVESTORS P 52-1321492 I
C,EQUITABLE CAP PTRS P 13-3486115 I
01 I
Ei I I
P....v. Incom. _lou Nono....v. Income _ lou
,
. D.....t 'on "110".:1 ".Dn"_'I"C~.fr:<'l CI) '1cr'CU'_"OU'rQl"l DJ StChCfl17' U;'1'I1t :'UI'O 'I "fOt'CU"'ft I"(:-"f:tol
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Ai
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C
0
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211 TO"" I
b To.." I I I I
29 Add cclum"'lh).nd 'k) Cline 28a .............. .................................................... 21f
30 Add Colum", 19l, Ii), .nd Ul of Nne 28boO... ... . . . .. .. . .. . .. . . . . . . . . .. . . . . . . . . . . . . . .. .. , . . . . . .. . . . . . .. . 30. I I
31 TO"I partnership .nd S corpor.Don income or (less). Comb.ne lints 29 .nd 30. I
Enl8r the 'lSuIl her. .nd inc:Iuclt In lilt lI:llaJ on ine 40 below ...., ........., ..... .,... .......,............. 31
I Part III J Income or Lou From Ealllea and Trusll
3lI ... 'I."'. I .. I!"",.oyw 10 "'\..-0.-
AI I
81
CI
01
PIU'''' Income tncIlou ,_ tncIlou
It. lIt....'v. ~.d\lcI'OftQrIG...IIG....1I .. -..,,-_ ''''COfI'It 'ram flit ~'~"OI'I rile" "Offt ,. Ol~... flCCIf"'''Qm
lal'",,, F_UU " r.quf'.d. SthedwIt "~I ItftteIIt IC.. , ScMcUIIC_t
Ai I
Bi I
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01 ..
33t TolaJs I
b Tola" I I I
34 Add Columns Idl.nd (I) 01 int 331.. . . . .. . . . . . . . . . , , . . . . . . , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Add columns Ie) .nd I.) 01 int 33b . . . . ,..... . . . . . . . . . . . . . . . . ......"........ ...................... 31 )
31 TolaJ ISla. .nd rust lneonlt or lieu). Comb"" .nes 34 .nd 35.
Enl8r the rlSuIt her. .nd oncIudt In lIW lolaI on lint 40 __ ..... . . . . . . . . . . . . . , , , ... ......... . . . . . . . . . . . , , .
I Part IVJ Income or Lou From Rell EIIIII Mortgage Inveltment Condultl REMICI) - R.IIWII Holder
37 ""- .. hun "'C...... "'01'\ f4T"IO..lftt~"'et_... "''f'C1lII''t''':lII'I'
III""" '....11'<.1. ~,., ........ 0. ..... Ie ItCll"tt......O """ 'I .-....0...'"
(I........ ..
J I I
31 CombInt celumnt (dl lnd ,.1_ EnlIr lilt rftull... .nd _ '" lilt lOW on .... 40__ ....,. I
... ...
I Part V I 5
:It Nt! "'m 'tnlaJ oneome or lieu) ~om,_.... Also. c..,,,........ 1'_ ............... 31
'0 TOTAllneonlt or lleu~ Combine __ 2e, 31, 38, 3I..nd 39 -2.977
En_ the result ht<t.nd on Form 10.0,... '7 ... .. . ..
., Ile.onc...... 01'....... tncI F1aNnt ~: EnItr \'lU .... ....-.g Ind ls""'O
'nc..... neoorltd on Form 4135.... 7; Sc_II"IFOI'm 'OSSb.... ISD. Se_
ll.' {Form tt20SUne 23. .nd SChtcl....II.'IFOI'm '041b ine 14l_ PlOt E"I . ."
U Reconc_ ,.. Rill EIlll.I'foltUlonel. ~ you -. "" ISII.. pr_"""1I '_I I ,
I
pg E.II. en_ "" Income 01' I!CS" YOIHlOaltd ............ on FOI'm 1040 ~o",., 'fnlal.
'HllSlala '<,",,11M ,n *I\oc" 10u """'.llly Pllk>o.1td undtr III IS... advol'r !CSs r"", I.~ ,
4. On Seplcmber 29, 1999, the parties cnlered into an agrccment resolving all
economic issues relalcd to their bifurcated divorce action, Thc agrcemcnt was read onto thc
record by Mrs. Edmislon's attorney, A copy of the agreement as read onto the record is attached
hereto, marked Exhibit "A", and incorporated by rcference herein as if set forth at length.
5. The parties, at the time of separation, owned a Mcrrill Lynch Cash Management
Account (hereinafter referred to as "CMA"), in the joinl names of both the parties,
6. Pursuant to paragraphs 5 and 6 of the September 29, 1999 Agreement, the parties
agreed thaI Thirty Fivc Thousand Nine Hundred Fifty Two Dollars ($35,952) in the CMA would
remain in the account and be utilized to pay monthly mortgage payments on a jointly owned
property in Midway, Utah, which property became Wifc's sote and exclusive property pursuant
to Ihe same Agreement. The remaindcr of the CMA, pursuant to the Agreement, became
Husband's sole and exclusive property.
7. Moreover, pursuant to paragraph 5 of the Agreement, commencing at the time the
Utah property sells or, at the conclusion ora fifteen (IS) month period commencing September
1,1999, whichever firsl occurs, Wife is to begin paying back to Husband the lotal amounl of the
mortgage payments made oul of the remainder of the CMA Account plus inlerest for the Utah
property over a fifteen (IS) year,
8. Pursuanl to the Agreemenl, all parties execuled a letter 10 Merrill Lynch directing
that the Utah property mortgage payments be taken oul of Ihe joint CMA Account. A copy of
said tetter is attached hereto marked Exhibit "B" and incorporaled by reference herein as if set
forth at length,
2
9. Moreover, in accordance with the Agreement on October 5,1999, Mr, Edmiston's
counsel forwarded to Mrs. Edmiston's counsel a letter cnclosing a letter for Mrs. Edmiston to
exccute directing that Thirty Five Thousand Nine Sevcnty Two ($35,972) should be retained in
thc CMA Account for payment of the Utah propcrty mortgage and that the remainder of said
account should be transferred 10 Mr, Edmislon's Merrill Lynch Account hcld in his name alonc,
A copy of this letter and enclosure are attached hereto markcd Exhibits "C" and incorporated by
reference herein as if set forth at length.
10, Mrs, Edmiston refused to execute the Ictter to Merrill Lynch directing the division
of the account pursuant to the parties' agreement and instcad returned it 10 Merrill Lynch with a
note indicating that she would sign it after the refund of the 1999 taxes were divided, A copy of
the letter with Mrs, Edmiston's notation as received by Merrill Lynch is attached hereto marked
Exhibit "0" and incorporated by reference herein as if set forth at length.
II. Prior to the parties' Agreement of September 29,1999, the parties had agreed 10
file a joint 1998 federal tax return,
12, Said tax return, at Mrs. Edmiston's assistance, was prepared by her CPA in Utah,
13, The first draft of the 1998 jointlax return directed thaI Nine Thousand Dollars
(59,000) of the tax refund should be applied to the 1999 estimated tax and the remainder
refunded by check 10 Mrs. Edmiston,
14, This was unacceptable to Mr, Edmiston, as he has paid the majorily of the 1998
taxes and because the parties would be filing separate returns in 1999 since they were now
divorced. Accordingly, Mr, Edmislon amended Ihe tax return to provide thaI the refunds would
be deposiled into Ihe parties' CMA Account. By letter of AugUS19, t999, Mr. Edmiston's
counset retayN this infonnation to Mrs. Edmiston's counsel along .'ith the amended lax return
3
which had been signed by Mr. Edmiston, A copy of the Augusl9, 19991ettcr and enclosure are
attached hereto marked Exhibit "E" oUld incorporated by reference herein as if sct forth at length,
15, Mrs, Edmiston executed the federal ta., return and returned it and forwarded it to
the Internal Revenue Servicc,
16, In Septcmber of 1999, the tax refund was deposited into the joint CMA Account.
17. Accordingly, al the lime of the September 29, 1999 Agreemcnt, Mrs. Edmiston
was well aware thaI the 1999 tax return was a componcnt of the CMA.
18. Not only is Mr, Edmiston, pursuant to thc parties' September 29, 1999 Agreement
entilled 10 the batance of the CMA Account, but Mr, Edmiston who also suffers from
Parkinson's Disease is in need of said funds and will be prejudiced ifrelease of said funds is not
forthcoming.
19. 23 PA. C.S,A, ~3105(a) provides the court with authority 10 enforce agreements
between parties and provides as follows:
(a) Enforcement. - A party to an agreement regarding matters within the
jurisdiction of the court under this part, whether or nol the agreement has been
merged or incorporated into the Decree, may utilize the remedy or sanction set
forth in this part 10 enforce the agreement to the same extent as though the
agreemenl had been an order of court except as provided to the conlraly in the
agreement.
4
20, Moreover, 23 PA. C.S.A. g3502(c) likewise provides the court with authority to
enforce thc terms ofan agrecment and, in so doing, to utilize, inter alia, the following remedies:
(a) enter judgement;
(b) ordcr and direct the transfer of sale of any property rcquired in
order to comply with the court's order;
(e) award counsel fces and costs;
(d) find the party in contempt;
2 \. Dr, Edmiston has incurred and expects 10 incur substantial atlomey's fees in the
enforcement of the Seplember 29. 1999 Agreemcnl and will be prejudiced if the court does nol
direct Mrs. Edmiston 10 reimburse him for said fees,
WHEREFORE, Ptaintiff respectfully requests this Honorable Court to, after hearing.
enter an Order directing the fol1owing:
1. Defendant shall immediatcly execute any and all documents necessary to tranSfer
the remaining batance of the Merril1 Lynch Joint CMA Account to Plaintiff pursuant to the 1erm5
of the parties' September 29,1999 Agreement.
2. Defendant shalt reimburse Ptainliff for al1 atlorney's fees and costs incurred in the
enforcement of the September 29. 1999 Agreement within ten (10) days of being presented with
an invoice from Plaintiffs counsel evidencing said fees,
3, Any and all other equitabte relief this court deems appropriate. .
Date: It; ,,~ ;;XXV
Respcctful1y submitted,
,r:,
Cindy S. Co y. Esquire
HOWETT. SSlNGER & CONlEY. P.C.
130 Walnut Street
P,O. Box 810
Harrisburg. P A t7I 08
Telephone: (717)234-2616
Counset for Ptaintiff. Robert Beverty Edmiston
5
ROBERT BEVERLY EDMISTON,
Plaintiff
vs.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 97 - 4129 CIVIL
ELINOR STERN EDMISTON,
Defendant IN DIVORCE
THE MASTER: Today is Wednesday, September 29,
1999. This is the date set for a conference with counsel and
the parties in the above captioned divorce proceedings. Present
in the hearing room are the Plaintiff, Robert Beverly Edmiston,
and his counsel cindy S. Conley, and the Defendant, Elinor Stern
Edmiston, and her counsel John J. Connelly, Jr.
A divorce decree was er.tered on July 21, 1999, by
Judge Guido preserving the econo~ic claim of equitable
distribution which is the claim currently pending before the
Kaster.
Counsel and the parties have advised that after
negotiations this morning they h~ve reached an agreement with
respect to the economic claim of equitable distribution, which
they are going place on the record. The agreement as stated on
the record will be considered the substantive agreement of the
parties not subject to any changes or modifications except for
correction of typographical errors which may be made during the
transcription. Counsel will have an opportunity with their
clients to review the draft of the aqreemont and make correction
of typoqraphical errors as required. After the corrections have
EXHIBIT
I __ 1)
been made we will determine whether or not we are going to have
the parties sign the agreement by way of affirmation of the
terms or whether the agreement will simply be sent to the Court
without signatures but with the understanding that the agreement
on the record cannot be substantively changed. Counsel may also
decide that they will want t? prepare a supplemental agreement
for the signature of the parties at a later time. Mr. Connelly.
MR. CONNELLY: The parties have reached an
agreement on the division of their property. Wife, Elinor
Edmiston, will retain the following assets as her sole and
separate property:
1. The proceeds from the sale of the marital residence which
she received at the time of the sale of the marital
residence in 1996, the amount designated for the proceeds
being $59,044.37.
2. Wife will retain sole ownership of two properties located
in Midway, Utah, 475 Rainbow Lane, which is her present
residence and 501 Rainbow Lane, a property that is now
listed for sale. No value has been identified for the
501 Rainbow Lane property although it is presently listed
for sale at a listing price of $650,000.00. There is a .
mortgage balance against that property in the amount of
$312,000.00. She will alFo retain, as indicated, 457
Rainbow Lane, Midway, Utah, with a value of $254,647.00
and a mortgage balance of approximately $45,700.00.
The Rainbow Lane property is subject to the existing
mortgage and wife will indemnify and hold harmless
husband on the said mortgage and make payments in a
timely fashion.
3. Wite will also retain as her sole and separate property
her Merrill Lynch IRA with a value designated at
$15,160.00; her IDS American Express fund with a value of
$142,180.19; and funds advanced to her from the Merrill
Lynch joint CMA account in the amount of $324,563.82.
.'
4. The parties will equa~ly divide husband's pension
benefits through Blue Cross and Blue Shield. There are
two benefits which total approximately $4,400.00 per
month of which wife is recaiving $2,200.00. There is a
50\ joint survivor annuity on each of those benefits and
upon the death of husband, wife will continue to receive
the $2,200.00 per month payment.
The parties will execute QDROs necessary to specifically
assign 1/2 of the benefit each month from both of those
pensions to wife individually. In the event wife
predeceases husband, her portion of the benefit shall
revert to husband as his separate property.
Until each QDRO is in place with Mass Mutual, husband
will continue to make the $2,200.00 a month payment
directly to wife. This will be an alimony pendente lite
payment since ultimately the payment received by wife
will be taxable to her.
5. The $312,000.00 on the Utah property requires a monthly
payment of $2,396.80 per m~nth. This payment is to
begin in September 1999 ar,d the parties have authorized
Merrill Lynch to advance from the joint cash management
account, No. 87233719, th~ $2,396.80 per month for a
period of 15 months. Fron the September 1st 1999 payment
forward, wife will reimburse husband for each of those
monthly payments. The payments shall terminate at the
end of 15 months and in the event the 501 Rainbow Lane
property is not sold by that time, wife shall begin
paying back to husband the total amount of the payments
for the 15 month period at 7\ interest amortized over 15
years. Wife also will immediately, at the end of the 15.
month period, arrange to have the property auctioned or
have husband's name removed from the mortgage and
continue to retain sole ownership of the property.
In order to insure th~ continuing mortgage payments, the
parties agree that the joint CMA account, referred to
previously, shall have a balance in it of $35,952.00
representing the monthly D'Jrtqagl ~ayment, $2,396.802
x 15 months. The remaining monies in the CMA account
shall be the sole and separate property of husband and
shall be moved out of that account into a separate
account in his name only; that will be referred to
subsequently in property retained by husband.
In the event of the death of husband prior to the
completion of the terms of the agreement, wife agrees
that she shall pay to husband's estate any payments dues
<;
per the provisions relating to the mortgage payments over
the 15 month period. Any monie' left in the joint
account, in the event the house sells prior to the end of
the 15 month period, will remain the separate property of
husband pursuant to the equitable distribution provisions
of the agreement.
In order to secure the $35,952.00 potential advance under
the Merrill Lynch caRh management account, wife agrees to
grant to husband, upon the transfer of title of both the
457 Rainbow Lane, Midway, Utah property and the 501
Rainbow Lane, Midway, Utah property, a mortgage against
each of those properties in that total amount of money.
The balance due on that mortgage may be less than that
figure in the event the house is sold prior to the end of
the 15 months and the mortgage will reflect the fact that
the balance due is the nUDlber of payments times the
number of months the payments were advanced in the event
the property is sold prior to the end of 15 month period.
6. Husband shall retain as his sole and separate property
the balance in the Merrill Lynch cash management account
after the set aside of the $35,952.00. The balance in
the said account as of August 31, 1999, being
$473,294.00.
7. In addition, husband shall retain his Merrill Lynch IRA
valued at $150,013.0') and shall retain funds removed by
him from the joint CMA account in the amount of
$124,904.10.
8. Wife shall be responsible fcr the preparation of the
deeds and mortgages on the Utah properties and husband
shall be responsible for the cost of preparation of
the QDROs to divide the pension benefits.
9. The parties have, to their mutual satisfaction, divided
all of their personal property, and all property in the
possession of each party remains their sole and separate
property as of the date of this agreement.
10. In addition, the parties have executed today
authorization to Merrill Lynch to tegin advancing the
$2,396.80 to Equity One Incorporated, the mortgage
company, on a monthly basi.. The initial document
signed advances tt~ monthly payment for September of 1999
and the .econd document signed authorize. the advance on
a monthly basis, obviously 6ubject to the terms of the
agreement.
11. Husband also authorized Merrill Lynch to pay from the CMA
account the tax liability due to the state of Utah in the
amount of $4,133.00'and the payment to Dick R. Jenkins,
CPA for cost of the preparation of the tax returns in the
amount of $475.00. These documents have already been
signed and will be forwarded by husband's counsel to
Merrill Lynch in order to get the tax liability paid.
12. It is the intent of the parties to execute a written
property settlement agreement prepared by husband's
counsel reflecting the terms agreed upon today. In any
event, this is the final agreement of the parties and
with the exception of generic and general language in the
agreement, no changes can be made in the financial
circumstances of the agreement.
In the event the final written agreement is never signed,
the transcript of these proceedings represents the full
and final agreement between the parties.
13. The parties have fully disclosed each to the other
all items of marital property subject to equitable
distribution and are fully satisfied that all of those
issues have been addressed in this proceedings.
MR. CONNELLY: Ms. Edmiston, you've heard me
dictate on the record the terms and conditions of this
agreement, correct?
MS. EDMISTON: Yes.
MR. CONNELLY: And we have discussed this over the
last few days for several hours; is that correct?
MS. EDMISTON: Yes.
MR. CONNELLY: And this morning over the last two
hours we have discussed it?
MS. EDMISTON: Yes.
MR. CONNELLY: 00 you understand the terms of the
agreement?
MS. EDMISTON: Yes.
MR. CONNELLY: Do you understand that this is the
final agreement and cannot be changed after these proceedings
are completed today?
MS. EDMISTON: I understand.
MR. CONNELLY: Do you be~ieve the agreement is fair
and reasonable and it is in your best interest to complete this
matter?
MS. EDMISTON: Yes.
MS. CONLEY: Dr. Edu:iston, have you been here today
while we dictated the terms and conditions of this agreement?
DR. EDMISTON: Yes.
MS. CONLEY: Do you understand the terms and
conditions of this agreement?
DR. EDMISTON: Yes, I do.
MS. CONLEY: Do you understand that this is your
final agreement and that you cannot change it after today?
DR. EDMISTON: I understand.
MS. CONLEY: And you are entering into this
.
aqreement voluntarily?
DR. EDMISTON: Yes.
MS. CONLEY: And do you believe it to be fair?
DR. EDMISTON: I believe it to be fair.
..
o
.
FOI'''' '(,.I()1l998,R BERT MID ELINOR EDMISTON 200-22-9730 p.o. 2
Tax Ind :u Arnounl "om Iln, 33 IJC!ru'SIICI ;'0" '''COm'l I 34 89.009,
Cr.dltl 35 . Check" o YOU "er. 55 01' Old.. 0 Blond, o Spouse Ion 65 01' Old... DBhnd L I
Add I'" nUl"lbll' at bO." c"ecked aboll' and .nl" l"llel.ll ".' . 351 I
, f..... b I' yOu .r, ""arr'ed hhrQ sep",I,ly and YOII spau" It.mllts d.duC!lo'" r:I you W.... 0 !
D....UCln I dull.stalyt Illln, IN "ag. 29 Ind Chtell "If. . .~ 31b I
,,,"'1 ~:M E MI... I". 1.1lf' 01 your itemized dtducUon. ~om Sch'dule A. he. 28. OR ...-d.d
: ~... d.ducllon ,"OW" on I"' Ie". Bul '" e.g. 30 10 "nd yo.. ,lond.,d d.duclon ,I you -
, 1....0'. :M 27. 6041
I una C"tck'd any tlOI on 1.1" 35, ~ 350 Of ,r som.on. can (111m you IS I d'''lnd.nt .. .. .. 61.405,
I ......", 37 Subt'CI lone J6 ~om Ion. 3' ,..... .. ... 31
I "C\j....old :M It II'" 3..s '93..00 or "IS, multiply U,1oo by 1ft. totJl numb. Of ,..mptlo", (I.almld on Un. &d. - 5.4001
It no U r.". )t II Q\I. 193.'00. '" 11'\, wO',,-,h..t on Pig' JO lor Ih, .mount to .nl., ..' :M
"".,....'f,."". 31 Tu.blelncom.. Subt.CI Ion. 38 tom Ion. J7. 31 56.0051
,O"'lry:!l 0' 'If'l, II . "'QJ' ."... ."". " ,,,,., .Q~ . . . . ,. . . , . . . .. .,-,
QII''''''''O 40 Tu. 5H c.ge 30 Check " .ny..r ~om .0 FOI'ITI(') M.4 b 0 Fer," 0972. .. ..' ....... . 40 9.5H:
-oo-t'" 4, Ct'd,llor ch~d .nd d.p.nden' ctr. .rc.n,", An. Form 2441 ., I
.'," 41
.........u 42 Ct.dlllor lI'e tfd_'Y or the dlsaCled Anach Schadult R . . . . 42 I
1
I"..., 43 Child tu cr'd'll," p.ge J').... I
u;.a1tty ...... ............... ...... 43 !
! uno U Educ.lon credlll Altach Form 8M3 U I
.... ........... ,..
45 Adopbon cr'dl!. Altach For," 8m . .. . . . . . . . . . . . , . . .. . . . .. . .. 4S
41 Forflgntucrldil. Altach Fcrm 1118d'equ.ed.."..,..,..... .. 4.
47 Other. Chtci d ~om e 0 Form 3800 II 0 Form S39& '--
C 0 Ferm eeol d 0 Form (speedy) 47
41 Add inn I' tl'tOU\lh 41. Thne .e )'Ol6 1011I crtdlll. . . . . . . , . . . .. .......................... 41
4f Subtle..... AI ~om i... AD. II h... AI " morel/1.n lint AD. tn. ..0- .... ..........,........... 41 9.539:
Other 10 ~'-e~~nllU.An.5ch.se............ ... ....... ..... ..... ..................... 10 I
Taxea 11 Allerna"" """'mum.... Altach Ferm 8251 .. .,.,.............. ........................... 51 I
52 Soc1aJ MC..'!y .nd MtdiClre lU on lip ,",Ome nol ''''or*! to .mplCytr. AiW:h Form 1137 .. . . . . . . . 52 I
53 Tu on 'RAs, _ relirlmen' ~ns, Incl MSAI. AllaCh Form 5329 "'f<lUI'ld. . . . . . . . . . . . . . . ' . . . . . 53 T
54 Adv.nce....ntd "'Come crldit p.yments ~om Form('l W-2. . . . . , .... ...."............... 54 I
IS HouItPlold emClCyment tun. AllaCh Sclltclult H. . . . , . . . . ' . , . . . .......................... .. I
If Add ij... '9 tl'touah 55 T1tts is WlU' \ollila. .. .. . . . . . .. . .. . .. .. . . .. . .. . .. .. . .. . . . . .. ... II 9.5391
paymenta 17 Ftdtrallncome lU Wll/1ht1d tom For... W-21ncl '099 . . . . , . . . . . 57 3.527
If 199& nama*! lU p.~nll'ncl ItTtOUnt applied tom 1997 'tllIn . II 33.360 I....
II I E._ _ crtdll. All Sch. EIC d you hlVI . QUI~"ll ctltld. .. .
"l1K-' II Ncn\I.rablt ....ntcllncome: .ml. .1 U
I L-- . .
.~,W-l .nd type . NO lit
tI'ld "f.1Q
~1"'''0Il1. 10 Addltonlf cPlllcl... crldit. AllICI1 For," N12 . . . . ... . . .. ... .. ... 10 .
AiIO.Il."
.Qr'~'~"." II Amounl plid...1I1 Fcrm ~ l'eqUfll1or tIltnIIOn) . . . . . . " . . .,. II
.flU_" 12 EICfU 1OC1I'IIC..lly .nd ARTA ... wtl/Ilttld (HI p.ge 13) . . . . , . . n
..II'I"'tIO
13 Other Plymenll. C,*" d ~om 10 Form 2439 II 0 Form 4136 .. 13
14 Add I... 57, 58. 591. Ind 10 lI'touah 53. Tl1nll.e YOII IDlII Is,.................... .. 14 36.887
RalUnd IS II.... 54 is morllllan lint 56, subtact lint .. ~om int 54, T1tts " lI1t IlI101.fnt you OVERPAID. . . . . . . . IS 27.348
... AmounI dint 55 you Wlnt II!IUIDeD TO YOU. ,.....................,............. ,..~ ... 27,"I02
"1"" I I
onClty II Rouang numb. o of .Ja ~Jfo..J .c Type: l!f'thtCl"'ll [3- Savt"llf
.u.t,tet!
'..H..... I ! ;:r~714 iJ>I"/}.7.r7iU .117 I
&1"0'" of' tn. l
He ~..... Cl AccQUnI numIltr
17 Amount 01 lint 55 you w.nI API'lIED TO It" UTIMA TtD TAX c.
Amount II II lint .. II men lIIan lint 54, ...,~act lint 54 ~om lint ... T1tts " lilt AMOUlT YOU OW!. ,.....:;.
You Owe Fcr dtlIils on _10 Ply, - pege.. .......... .. . . . .. .... .' i . . "I' . .. . .. ... . .... .... .~ II
II E.amaltd... _ AIIo_onIlntN ..........,....... It 46 ....,..: ><~,,.;-:\,,. , .
Sign
Here
V"'" ...-..".. Of '.l"'l,IIKta't rPlat I "...... .........., !ft,. r."", ...IfC....,.,... .."...... 1ft' .t.'...........~. to u." ..,t of My\NWft... __ .....,. rfilt,"
~, elJ"'tel. .,.. ......'. O.....liOfI of ....... fDf"''' I"'." '....,.-) " ...... ~ ,. ''-'''''''It.. of "eft.......... "'II..... Vrowll"
.N~ttOIII
--
""""",_tlOflM
c...
,."."
.f....I'~t
'".... 'I
....uorr
",-
rlClI"a
RETIUD
...........~
~ ~... ....."'. It 1;.....,.Vl'. ICht """et torr
lit....... ~
.....'t6. ,
0...
,
CfllCtlrt
........ . I
PIld
~'I
U.. Only
CPA
DICit
,.....,~,.,..... ...
.1"11.~1tI.,..., P.O.
....... HEBER
I'.
lllteOdt
84032
UT
"-
2210
Underpayment of
Eslimated Tax by Individuals, Estates, and Trusts
. Se. IIP..I. InslrucUons.
. AI~h 10 Form '040, 1040A 1040NR 1040NR-EZ, or 104'.
011.'1"'0 "".0'"
';'),c.,.......,:' '''' ,..,,"".,.
"'t'~. liI,..~.... It. '.c,
.......1"'..0... 0" "1 't'..,..
1998
AIlIt"'......, 06
"1Uf'IC'''~
IcMflll'.,.. ......
ROBERT AND ELINOR EDMISTON
200-22-9730
Nol.: 'n mO,1 CISIt. ,OU do not n"d 10 hit Form 22'0. Th. IRS willig... .ny p.nally yOu ow. Ind Sfnd you. bll. F,1t Form 22'0 only " on. 01' mOl"
Do... ,n ParI' .pply 10 you iI IOU do nol nHdlO hi. FOI'm 22'0. you 'bH me, UH ,110 1Ig",. yo.. p.n.lly. Enl.,h. .moun' ~om Ptrllll, hne 21. 01' Part ,v
lin. 35. on Ih. p.nelly Itne 01 yo.. "'"n. but do nol.ltach FOI'm 22'0,
: Part I I Rellona for Filing - iI It. lb. or Ie below 'PP,," 10 you. you m.y b. .bltlo 'ow. 01' ..mln.l. yo.. p.n.lly Bul you MUST Check I".
bo... Ih.l.pply .nd hi. Form 2210 ",Ih '0" lu relurn. iI'd below .pplin to you. ChICk Ih.1 bO' .nd ftlt FOI'm 22'0 WIth your ... 'lIurn
1 ChICk "htc:h.v.. bo... 'PPIy III non. 'PPIy. '" l/1t Noll .bov.):
· 0 You 'Illunt. Wlfv". In c.",n ..cums..nc", Iht IRS WI. ""V1.n f7 parI Ollh. o.nally. See Wllv. or Ptnlfty on pig. 2 01 Ih"nl~ucbon,.
b 0 You UH Ih. II1nulflztd Incom.lnsLtlfm.nl mtlllOcl, iI your 'ncom. varltd d"lng lI1t yetr, 1/1" mtl/lod may 'fduc.lI1. .mount 01 ona or mOl"
rtquudl",lallm.nlS. 5H Pig. . 01 1/1, in'~ucnons.
cO You had FId.."ncom.... withheld ~om w.gn Ind,lor ..OmaltCl... purPCHS, you U.Il/1t WlI/1/1e1d....s p.id on lI1t d.lts.1 was 'cluaily
wll/1held, 'nslltd 01 In lllu.1 .mounlS on lI1t p'yment due dalts. 5H lI1t i",~ucttons lor lint 23 en p.ge 3.
dO Your 'Illuredlnnuat paymenl (lint I' below) IS bUtd on 7Ol6 IV97... and you IIItd or ar.lIIlng a joonl'Nn Ior.l/ler IV97 f7 1998 but nOllor
bOll1 \'IOn.
I Part II , Required Annual Payment
2 Enter your '998 tuall<< crtdllS l,"page2ofll1tins~UCbO",)................................................. 2 9 049
3 Othtr tu.. c_ page 2 01 l/1t ins~ucllons) . .. . .. .. . , .. . .. .. .. . . .. . . . . . . .. . . .. .. . . . .. . , . . .. . .. . . .. . .. .. . ... 3
4 Addinn2Ind3................... .................. .... ....... ..." ..... ....., ..... ...... ,..... ... . 9 049
.
5 Etr_ income crtdll .. '" .... . . .. .. . . . .. . .. .... . .... . . ... . ...... ...... ...... ,.. 5
I Addlbonatc/llldtucrtdll.........,........................,........... .......... I
7 Ctfdlllor Ftdtraltu ptiCI on fIltIs.. .. . . .. . .. .. .. .. . .. . .. . . .. . .. .. .. . .. . .. .. .. . .... 7
· Add hnnS,e. and 7.. .................... .................. .....,...... .... ........... ....... ........ I 0
, C..,.entYflttu.Sub~aelhneStomine. ................................................................ . 9 049
10 Mul1ip1y lint 9 by 9O"lo (.901. .. . .. .. .. .. . .. . .. .. .. .. .. .. .. .. . .. .. .. .. .. .. .. .. .. .... SO 8 144
" W'l/1holcll"lltulS. Do nollnc!uduny ..bmabtd III PlrmenlS en II1a1 fnt (see Plgt 2 of lI1t i",~ucllo",). . . . .. . .. . . , . . " " 3 527
12 Sutl~lCt hne " ~om ine9. illtss INn '1,000, stop htr.; dOnoICOtnPltIIco ftlt tllos form. YOU de net OWl lite penally. .,.. 12 5 522
13 Enter lI1t laul'lown on 7Ol6 199711I return, CIUIIon: See page 2 of II1t instucllOnl. . . .. . . . .. .. .. .. .. .. . .. .. .. . . ... 13 39 7
14 Requlred_ P-vIIltl1I. Enter lite....... of hne '0 or hne 13... .. .. ... ...... . ... . ,. .... ..... . . . ... . . ..... .. I. 8 144
Nole: iI hne IllS uat to or mor. l/1tn hnt 11, I litre; de net OWl lI1t . Do net ftlt Form 22.0 un!tsl cl1tctled bOI'd.bovt.
Part III Short Method (CluUon: See page 2 ofll1t instucllons to ftnd out II yOu can use lI1t SIIcr\ melhod.1f you cl1tctled bOIll1 0I1C in PlWI'.
skip IItts part and go to Part 'V.)
15 En_ lite .mount. W.ny, tom lint 'I .b_.. ....... .. .... .. . . '" , . ... . . .... . ........ 15
II Enter II1t tola/.mount. hny, of fSnmabtd III paymenlS you made..., .. .... .... .. ..... ,.. It
17 Add inn IS .nd'6 . . . .... . ....... .. . ......... ...... .. ..... . . ... . . .... . ..... . .... . ..... ... ... ..... ... 17
11 TOIII uncItrptymenllar J.... SlAl~aelllnt 17 ~om Int 11. II aro or 1tSI, slop htrt; you de net....lht peneIly. Do net
!It Form 22'0 unless yOu ClItct<Id bOI'd above. . . . . . . . . . . . . . . .. . . . , . . . . . .. . . . . .. . , . . . . . . . . .. . .. .. . . . .. . ... 11
11 Mulbpty fnt 16 by.ll5Ot3 ... . .. .. ...... .. . . . . ..... . ...... . ". . . .... . . ... . . .... ...... . .... ...... .. ... . ,. 11
20 . III11t amount on fnt 16 was plJd an or all...1151911, en"'-o-.
· II II1t amount on lint .e was PtiCllItIore 4115199. 1l1II<. II1t !aIowing compulallon 10 IInd lI1t.mount 10 tnlir on lint 20.
Amount on Number 01 de" ptid
fnt ,. I IItIora 41'5191I . .000,. .. .. .. ... .
21 PfHAL Tv, Sutlhct fnt 20 ~Cd1 fnt ,g, Enltr II1t rtSUIl """nd on Form ,OtO, lint et: Form 10.0A. lint 41;
FOI'm 'OfCNtfnt . Form , 1Int27'orFtlrm IO",fnt2l.,........... .."............... ......"... 11
For 'tlNI w..k AedIIc1Ion Ac11101ce. _ ..... , 0I.......1r1IructlonI. ,_ 2210~_
...
'~~Il"".." ROBERT AND ELINOR EDMISTON
I P.rt IV I Regullr Melhod (SH pag.] ollh"n'~ucbon, ,I you art """II Form lQ40NR 01' t04ONR-EZI
200-22-9730
Ptym.nl OU. D.lff
Secllon A - Figure Your Underpaymenl la) Ibl IC) Idl
4/15/98 6/15/98 9115198 "15199
22 R.qulrtdln...,lm.nl.. II bO' Ib appl",. .nll< Ih. amounts
from $ch.dul. AI,ltn. 26 Ot"trwISI. Int.. 1/401 IIn. 14. 2,036 2 036
FOI'm 2210. In ItCh COlumn ,..,... ................ 22 2,036 2 036
23 E'bmaltd ... Qa'd and lax w,lIIhtid 1_ pag. 3 01 Ih.
'n'~ucbon.l. For cOlumn lal only, also .n'" IPie amounl ~om
in. 23 on Kn. 27. II in. 23 IS equa' 10 or mor. l/1a. int 22 lor
aN plym.nl PI<'Ods, 'Iop htr.: you do nol OW. l/1t Ptnalty. Do 882 882 14,352 20.771
nol ftfe Form 2210 unltss you chtr:l<.da bOlln Parll.. . . . . . . . . 23
Compfel. IIn.. 24 thrOUgh 30 or on. cOlumn 1It1or. going
to 1/1. nell cOlumn.
24 Enll< amounl,' any, ~om hn. 30 of prlVlOUS column. . , , . . . , . ..l!.. 10.008
25 Add in.. 23 and 28. , .. .... .. .... . .. .. ... ......... '" , t-l!- 882 14.352 30.779
21 Add amounts on Inn 28 and 29 of l/lt pr..,;ous Column. , , . , , , 21 1, 154 2,308
27 Sub~acl Nnt 26 ~om.ne 25. II lItO or Itss, '"'" -0-.
For column (a) Only, .n'" l/lt Imount ~om In. 23 . . . . . . . . . . . 27 882 0 12,044 30.779
21 1Il/lt amounl en int 27 IS ZltO, Sub~act Kne 25 tom 1M 26.
C>>trwisa, en'" -0- .. .. . . .. , . . .... ................... 21 272 0
29 lktderpaymanL II Int 22 IS equal to or mor.lIlan Int 27,
Sub~act lne 27 tom 1M 22. Then go to lne 24 of nexl 1.154 2,036
COlumn, 0lI1trwise. go to Int 30 . .. .. . .. .. .. .. . .. .. .... .. 29
30 Ovtrplymenlll lne 27 IS mort lIlan lint 22. 'ub~act Int 22 10,008
tom Hne 27. Then QO to lint 24 of ntJrt Column. . .. .. .. .. .. .. 30
Section B - Figure the Penalty (Compltle lints 3111Ycug/134 01 one column lltfcr. going to l/lt I1t1t column.)
1115/98 6/'5I9lI 9115/98
01)'1: C.y1: 0..,1:
" AprM II, ltN - Dtctmllw 31, ltN
.
T 31 Nu_ of dIIyt FROM l/lt d111t shOwn allovt Int 31 TO
e l/lt dII'" l/lt lmount on Int 29 WI' PIJd or ,2/3,/91,
.tltclltvtr ISNrIItr....,........................... 31
114 53
.
E
"
I 32
o
o
Undtrpayrntnl on lint 29
ISH pege 3 01
l/1e '"'~uctionI)
I
Numb. 01
dIIyS on int 31
365
I .08
. 32 I
18.59 I
12/31/91
Dlyt:
23.65 .
'2/3'/91
Day,.
.
.
" .Itnu4ry I, I. - AprIlS, I.
.
T 33 NumIltr of dIIyt FAOU lilt d111t shown abovt Int 33 TO
e l/1t dIIltl/lt amount On.... 29.11 PIJd or "'5191,
whIe"..,,,.................................... 33
12/31/91
OIY~
1/1519l1
0_
.
e
"
~ ~
o
UndtrPt~ on Int 29
IMt PfOt 3 01
lilt inHucIonI)
I
. .NumIltr 01
dIIyt :s int 33 I .07
.. ~ I .
31 PEIIAL TV, Add d amounlt on lints 32 .... 34 in d _mns. Enltr lilt IllIII htrt and on F_ l0e0.
int 119: Form , ..... F_ 1040NA.... For... I .... 27' or'_ I '.... 18 . .. .. .. . .. .. . .... ..
I
I
I
. .
42
1998 Underpayment Penalty Worksheet .
ROBERT AND ELINOR EDMISTON 200-22-9730
Required Peymenl P.nt/ty
Inslatlmtnl
D.le Ty",' Amounl Und.p.ymenl D.Y' Ralt Amounl 01 P.n.'ly P.
l.le Plnalty .. P.'Od
FIRST QTR
2,036 4/15/98 2 882 1,154 61 0.080 15.43
6/15/98 2 882 272 53 0.080 3.16
8/07198 3 272
TOTAL 18.59
SECOND QTR
2,036 6/15/98 2,036 53 0.080 23.65
8/07198 3 2,036
TOTAL 23.65
THIRD QTR
2,036 8/07198 3 2,036
FOURTH QTR
2,036 8/07/98 3 2,036
.
,
.
rcrr~ ~,.~~""."..,......,...,"",..,....,....,..........,",.",.".,.."...,. 42
. , .04~,..._.. .. 0.;. uti .....
a . 'iMI\f It, . u....,R$1t .
* ........
. ............
I ......._'*ft
SCHEDULES A&B
'Form 1040)
Schedule A
Itemized Deductions
0"'8.1r4o li".CO/.
0'0"""'''';11'''', .,u......,
t"I"~I"''''f\loI'''''.<' "'1
"''''''''11''"'0'''' Qft'OI"'1 10'0
. AI~h 10 Form 1040.
. See InllrucUon.'or Sch.dUltt A .nd B (Form 1040'.
1998
AUlctt"""1 07
S'QUlnct /IIilo
'ru MlC.' Mevtty,..,..
200-22-9730
ROBERT AND ELINOR EDMISTON
MldlCIf e,ution: 00 nOllnclud. IIp,nus ",mbllsed 01 paId by ot".,.
.nd 1 M.dIC.1 .nd d.n"'.'p.n.., ('" P.g. A-I) . . . i . . . , . . . . . . . . . .. .. 1 3.951
O.nlll 2 Enl. .mounl_om Form 1040, hn. 34 ....I 2 89.009
E'pens.. 3 Mul~ply I,n. 2 .bo" by 15"( 0151 3 6.676
.... ...... . . , . . . .. .".
4 Subtlet lin, 3 from I,n, 1. If IIn. J " mOt'. than line 1, .nler -0- ... .......... . . . . . . ....... 4 0
Tuts You 5 State and IOClltncoml tallS . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . ..I 5 4.663
Plfd I RIt' n"lt I.... 1'" page A-21 . . . . . ....................... .,.1 I
7 Per,on.' "'OPtrry It... . . . . . . .............................. ... 7
IS.. I 01"., "'n, llSllyp. and .mounl
D';' ..1 I . _S_C!lQQ~ _Tf.~ _~A_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _l6..
------------------------------- f-- 16
I
. Addhn; S;';;h-S'-:'-:~.~. ~.~.~.~.~..-:..-:~.~. ~.~.~.~.~..-:..-:.-:..-:....................,... . 4 679
Intertsl 10 Hom. lTIOl'IQ.ge Inla'..1 .nd POInts rtpor1lld on Form 1098 . . . . . . . . . . . 10 24.669
You Paid 11 Home mortgage inllrtst not rtpCl'fad on Form 1098.I'DI'ClI0 '''1 c...on from
(s.. ."om you DOl.I;ttf fPl. !'lom.. It. aa;. A.J ""ow tftaf "..ort', "am., ID"O_ . 1Gct'...
Plg.A.)1 .
-------------------------------
-------------------------------
NotE ---------------------------------
Itttlet'.'
''''tr.I'S -------------------------_____J"
'01 12 POInls net 'tIlor1lld on Form 1098. Set pege A-3 .. . . . . .. . .. .. . .. . .. r 12
O'I2loIC~,al'
13 Invnlmtnt tnla'..l Allach Form .952. d'tqUlred.
(Set page A-3) ............................................. IJ
14 Add linn '0 u..O""h 13. .. . . . . .. . . .. . .. . . . . . .. . . , . . . . . .. . . .. . .. . . . . . . . . . . . . . . . . . . . . . . . II 24 669
OllIS 10 IS Gilts by ca,~ or c/ltck. lI.ny goft of 1250 or mor., see pg. A.... ........ IS .
Clla',ty 1. 0tIlIr lI1In by cash or c/ltck. lI.ny goft of S2SO or mor., see PIQf A..., -
l'yov~O'.. Vou MUST a!lAch Form 8283 "ClVtr ISOO .. . . . . . . . . .. .. .. .. . . . .. . . "
;>'1,,..,.;0'. 17 Carryo...... ~om pnor year...................................... 17
a....q'(fflf.
I" #Igt ...... " Aclcllinn 1511I'''....'' '7. . . . . . .... . . .. '" . . . . . . . . . . ... . . . . . . . . , ... . . ... .. ... . . , . . .. . . . . 11 0
C_IIItyMd 1. Caluatly or lI1Ift 1091(11). Allacfl Form~.
TIlelll_a (Set caae A-5.1....................... ............. ..... ..............,.,........... II 0
Job fIptn... 20 UlYtlmtllntcl tmploYH IiIptnSft - jDb ..vtI, uniOn clutt, jDb educ.lIon
Md Moll 0lIttr .Il:. You MUST allacn Form 211)6 or 2101l-EZ" requWed. (SIt page A-5.)
Mlscea-a . _U~JQ~ _'_ .r~QE:E.?p!Qt!.~_ Q~S_ _ _ _ _ _ _ 2l2_
OtclUCUonI .
-------------------------------
------------------------------- --
------------------------------- 21 912
21 TII_.lIonfwts.. .....................,.................. 21
U Otntr _ -Invtslmtn~ II'" dtpcsd box. 'Ic. llSltype .nd .mount
· _I~YU't~lll' _~Xl'..:_~~Olt ~~t _ _ _ _ _ _ _An
-------------------------------
..
cS,. ------------------------------- "
01" .... f~ fa
.ac...... to -------------------------------
"1Mt"'..., ------------------------------- 157 ,
2J :.:~~::;orz:..;~...;.;..~ '.' ...., ~~' i........ 89':009 u 1.069 '.
24 ..
H MuIIIIlIytnt 21 tbove by 2'\ (02) ..........................,.... H 1 780 .,
H SubhcltntZHomtnt23.IIIIntHIt...,......IInt23,.... -0-....,................,....., H 0
0lIttr 27 0lIw. ~om III on 1lIQf..... UIltypeand a_ . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ I.... .
M1ec.---. ------------------------------------------- i
OtIlucUonI
------------------------------------------- "if 0
T 011I 21 II Ferm 'o.o.llnt 34. ClVtr 112.,500 (ClVtr M2.2S0" ~ IIIn9 _alillYl?
11_ NO. ..... dtducton it noI__. Add I/lt amoun.. 1ft I/lt '" r1gI\t column lor
OtIlucUon. lints . 1IY0<qI27. Alto, ..... on FOI'm lQolO, tnt 3&. I/lt ..... d "'" ) . ... , .... 21 29.348
.- or r<IlIllI_d.~"". A~ ... "'" 1m,...", to "'.
YES. VO" n "". b4 .
.,. far '1l*I.o.'l'ltduc1lOll AclIlOUC., _ Form lNO InU1lcllon..
Sc"'1\I'" "S ,': JI'''' . 0101""
~''''''ltl t"'O"''' 01'1 "or'" '3':) 00 "01 ."". "''''. '''<2 toe " U<:".I., "\j"'Dtf '. t"'O.." Of. 01....' t.O'
ova ~o I!lS.QOlt p';'
'aI .ac.I'tcV'lfy t'UftOW
ROBERT AND ELINOR EDMISTON
Schedule B - Interest and Ordinary Dividends
--------------------------------------------
I Add lI1tamounts cnlnt5.Enltrll1tlelll htrtlnd on Form 1040,lntl............................. I
You mUll comp/flllloS p.-l d IOU 'tlhad .... S400 cllnltrttl<< <<~ ~1ClI; IlIlhad a to. ~ <<
tel - a dIl~ tom. or ... a granlor 01, << a U"""<< Ie. a rcno;n tusl
va Al any Imt du'inO 11M. did IOU have.n"fIt In << . tiQnahn << .... .ulIlClnty .... . llnancllll accounlln a !otogn
county, '\IC~ a. a be... acccunt. MClllIIIs eccounl<< olNr hncllll eccount'I Set PI\If 8-2 to .'u"'.... _ line
'equtr_1or F<<m TO F 90-22.1 ................. . .. . . . .... . . . . .. . . . . . . ... . ............ ...... .. ...... ...
II II-V.... _lI1t name cI to. county. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
I 0"'"111198, did IOU _ . dbtltlulon ~om. << ... )'011 lI1t \P'antcr 01, or U"""<<1O, a !otogn WIl7 X
II-V.. . ..... have III . Form 3520. Set ...2 . . . . .. . . .. . .. . . .. .. . .. .. .. ,
For I'...._~ RlducUon ActNollct. _ F__InR1lcUona. Iet'MlI ~ 1t4O)ltM
P.II
Inltrtll
IS.. 0';""
'1'"13 "'1
Hote. "you
":""10,1:01'"'"
1Q19_I"'1'. ':01'''1
1:lIt.O'O <<
'loIC'I'fult
tllltrnl""'O'I'!'l
I twcMtr'gtIl'm.
hll'''efrm..
~,...,",
glyeranclll'lltr
'rt,IOII' ,",....t
''''0'''" '" 'Pl'1
1000!'I't
Part II
Ordl.-y
DIvkltncI.
(See ;llge,,'
'1'1<28.'1
Not<< If ~
'1C'...ecll ~0Ml
'ON-DIY 01
t\lrufltute
.t.I.......lfrOl"l
1"01.1;1
II"'ft. htl1'"
'f1'l'l-.l'Wft1 ..
'''Ih.,.
IMI"".
I"ecr~
ltt..",ctt.I'lO""
~'''"JO'''ft
Part III
Foreign
Accounts
tnd
Trvsts
"..
Da'QlI-11
...
200-22-9730
''''''''-'''1
SU;.l''"C' ..~
Hole: It au "Id 0\'1f SJOO In WIDI, Irler.sllncom" au muSllISO compl'l' PI/I III
Amount
LIst n.me 0' pa.,er. II any Interest 1$ !rom I seller-ftnanced mortgage and I'" Duyer used Ih, prop",ty
IS . personal resIdence. see page a-I and list tl'lI$ Int.,...,t Pirst. Also. ,hOw ttt.t buy.', soclll SfC1I1ty
numb. and 'ddr"' .
CAPITAL REALTY -fNVESTO-RSu - - - - -- -- U - - U - - - - U --
COMMUNITyFIRST-------------------------------
~Q~(T~~~~S~f=€T~~=============================
FIRST NAT BK OF MADYLAND
B~=(E~=~~~U}~!!(O~=~Q==========================
99
11
19
43
153
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Z Add !he .mounts on ine ,. .................................................................
3 Exclu~ble in....! on _ EE U.S. savings bonds issutd.1ler 1989"em F<<m 88'5, 8ne la.
You MUST attach Form 881510 F<<m 1040.,...................,.....,....,............,.......
a Subtact line 3 "om Hne Z. En"lhe rtIUt htrt .nd on Form '040, I1nt h . . .. .. . . . . . . . .. . . . .. . . .. , . ..
Nola: " ou hed ovw saoo In or cividtnds, musl .Iso compltle Part III.
Z 325
3
4 325
"'-'"I
112
7
7 2
14 034
322
I
5 List name of paYfl'.lrctudt only ordinMy dividends. Alpert any capilli gain clislr1bubonS on ScntclIlIt 0, fine 13
~ AMEX IDS
ISM-----------------------------------------
HERRILL-LyNCH---------------------------------
HERRILL-LYNCH-8i2~jjfi9------------------------
HERRILL-LYNCH-8i2~48001------------------------
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----------.~---------------------------------
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15 231
'"
Mo
x
"
SCHEDULE D Capital Gains and Losses C\o'!I '110 'SjS.:~,.
(Form 1040) 1998
O'Clfl"""'O'H'I,.ru,,,,., . AI~h 10 Form 1040. . See InllrucUon. lor Schedul. 0 (Form 10401. ..".c..,.....,
'..,,,".' ........... S"''CI 1"1 . U.. Schedul. 0-1 lor mort ""ec.lo 1I,IIr.nucUon. lor IIn., 1 ond I. "~\,t'''"C' ~o 12
".....I"...O_..~Il'Cll'""IO.O I ,..., 1ClC."."''''' ruNMr
ROBERT AND ELINOR EDMISTON 200-22-9730
i Part I I Short-Term CaDlt.1 G.lnl Ind Loaael - Auetl Held One Ye.r or Lesl
III :"C~'O',c".:' O'~~', CDt O....:1....U ~I 0.', 10" CISt s.'tI "'''(I .-1 C':I!Cll' (f) OAINtI"oua
ll!.,-C" '00,.. .'Z Cd I 1"'::1 ':"'ft. 1"'0 ,..., 'f'1 U"O';' :J.I, 0'"'''''' , s...c'r':'ltl'r~fdJ
t...:.;. ':.el
2 En.. YOII' shat-btrm tolaIs, ;rany. ~om
Scnedule 0-', In. 2...................,........ 2
3 TolIIl/lort-ltrm..... prtc. _nil.
Add column (d) ~ Inn I and 2 ................... 3
4 Shcrt-btrm geln tom Form 6252 and s/lcrt-btrm gain or (loss) ~om
Form, 4&84, 575t, and ll824..,.............,...............,....,...................... 4
5 Nel 'hat-btrm gem or (loss) tom Parlntrshtps, S corporaUo"" ISlaln, and MIS tom Schtclu't(S1 K- t 5 230
I Snort-ta-m cap,tal loss ctrTyoVtr. Enta-1IIe amount dany, tom lint 5 ~ YOII'
1997 CaPllal L.., CarryOVtr Works/lttl . . . . .. . . . . .. . , . .. . , . . .. . . .. . . . .. . . . . . . . . .. . .. . .. . .. .
7 N.I s/lorI-ltrm c-laI ...... or """", Combine Inn 1 t1Y"'..h 5 in column In . . . . . . . . . . . . . . . . .. . 7 230
I Part II ILona-Term Canltll GIIOI Ind Lonea - Aaaets Held More Thin One Year
fa) :!nCl"'cl>OI"::lfor=o...., .. Oat'IC:l!"nd tt) O,"'OId MSa,.,l)rlCt "'==11" ... ..... or .. OSSI .. "'RAlY lIMlI
l!:'"~" I~O ''''. xU Cd.) (Mo.. III,.." J p.lO.lJIY,"".) ('''DIQ'lO.1) ot""'''I.' "-ClrlCf It' rrOfft(a) orJ.OSSl
"" 01" ::1.11 -(,.. ,"SII' O.IOW,
MERRILL LYNCH DRAGON F NO
VARIOUS VARIOUS 12.853 23.766 -10.913
, en.. YOl6IOng_m Iotall, ~ any, ~om
Scl1tclult 0-1, lne i... ......................... .
10 TollllOnt-Itrm..... prtce-.nll.
Add column (d) "'..... and i ................... 10 12-853
" Qa,n ~cm Form 4197, P"I; tont-ltrm gem tom Fcoms 2439 and 52S2:
and Icng-btr.. gem co ,loss) tom Forms 4614, 57111, and 5824 ... ... . .. . . . . ... . . . .. ........... 11
- .
U Net tc"ll-Itrm llfIn co (IoU) ~om PIfII\IRhtpt, S corpOl'atons. fllalal. and .UlIS ~om SchtduItIsl K-' . 12 -3.457
U Cap'tal gem clIIUlulonl. Set pegt 0-2.. .......... . ... ..... . , , . ....... ...., .. ' ........ .. 13, 22.284
14 LO"Q-ltr.. captltlloss C&rfyOVtr, Enltrin bOlh coIumt1IlII.nd (i) lI1t amount.
,f any. ~om lint 1301 yOur 1197 Caollal Lou c..v- Wco\t/lttI . . . ... . . . . . . . . . . . . . . . . . , . . . . . . 14
II C.-ne.....tIYOUlI~ '4"'_lil...................,..................... ..,.... .. II
A.
..
11 Iltt -....ltnlt c.pIlaI ... or ClMtI Combont .... I IIYOUV" U In ~ III . 7.914 ----
. . . . . . . .. I'
_111: Go 10 P" III on IIIe bIcto
. 21" "* Galn or L_ ~ II "ccItC_ iJlnS and 1oSMt.,.. ~ on pegt D~I.nd pert 01 at Of lI1t tIgIblt if'" on QUIlIifItd ,..... II-'
'1OC1o t- pegt D-S)
For '..... ~.n "-'Iuc_ Act Nolle.. _ 'or.. 1040 "'__.. Sc_ 0 C'or.. 11401 1...
...
S<"",'Jh~':""'" ROBERT AND ELINOR EDMISTON
.
i Plrt III I Summary 01 Partl I and. II
200-22-9730 p.;.2
17 Comb,n. hn.. 7 .nd la ".Ion. go '0 hne ta ". g.'n, .n. lI1t ga,n en Forll1'04O. ine 13
Nfll, Compl.'. Forll1 10<0 ''''Ough ~n. 39 Th.n, go 10 Pert IV 10 fig... YOl6I&1,I:
. 80lh IIn.. 16 .nd '7 tr. gain,. and
. Form 10.0. IIn, 39. IS mort than ZWQ,
17
" "hn. 17,. . Ion. .nler her. .nd IS' (Ios.j on Form 1040. hne 13.1I1e amtllet olll1tH 'osses
. Th. IOU on IIn. 17; or
. IS3,oool or,ll m.m.d fthng StIlIr.ltIy, (11,500)..... ... ............ ........... ,.. .. .,........,.............. "f
Nfll: Complete Form '040 lIWougft Int 37. Then, complel.lI1t c.ptlll LoU CarryOVI< Wcr1l_t on p.g. 0-6 ,I,
. The loss on ine 17 .llC_ lI1t loss on ine '1. or
. Form '040, hn. 37, 1$ . 'OSI.
I Part IV I Tax Compulltlon Ullng Mllllmum Clpllll Gains Ralea
It En. yo..l&I.ble income ~om Form t04O.lne 39. . .. ... . ...... , . .. .. , .., .. ... . .............. ... ... . ..... . . . . .. "
20 En. Ih. amaller oline ta or In. 1701 Scl1tdult O. ",."" .. ., , ... ..."". ." ...".. .", 20 7 914
21 "you ar.lilt"ll Form &952, .nttr lI1t amount tom FO'm 4952, me 4t . . , , , . . . . . . , . , . . . .. , . .... 21
22 Subt.cline 2' tom lne 20. llD'O or _ en. -4- . , .. . , , , . . , , , , , , , , .. . , , , , , , , , , , .. . , " 22
23 Combine Inn 7 and 15.ll_0 0'1tsI. ...-4-........................................, 23
24 En. 1/1. _ cHne 15 or lne 23, DuI noIlt11l11tn ZlWO . , . .. . . . , . , . . .. , , . , . . . . . .. . . . . ., 2&
25 Enl8' yoU' ulYtc.tPlI6ed StCIion '250 gein, Winy 1_ ptgf 0-7) .. . .. . . .. . .. .. .. . .. .. . .. . ... H
21 Add ~nn 2< .nd 25 .. .. . . .. .. .. . . .. .. .. .. .. .. . .. . .. .. .. .. .. .. . .. . .. .. . .. , . .. .. .... 21
27 Sub~.cthne 26 tom lne 22.llZlWoorltsl.en.-4- ,...................................................,...... 27
21 Sub tact hne 27 tom lne 19. I' ZII"O 0' 1tsI,... -4- . , .. . . . . , . . . . , . . . . . . . . .. . .. . . .. . , . . . .. . . , . . . , . , .. .. , , . . . . ., Hi
:It Enl8'tIlt_or:
. Th. .mount on lint 19, or
. S25.35O " lingtt; 142.350 W _ fling joinly 0' QIllIIying Wiclow(wt }
S2', 175 ~ marTitd Illi"ll HP.altly: or 133,!l!O I heed of IIOuIaIlclcl
30 Enltr tIl. _ of lne 2S or Int 29 . . . . . . .. .. . . . . . . . . . . . . .. . . . . . . . . . .. .. , . . . . . . , . . . . . . . , , . . . . , , , .. , . . .. . . .. 30
31 Subt.ct II.. 22 tom lint tV. llZlWO 0' 1tII, ... -4- .........., , . . . . , , . . , . , , .. , . . .. , , .. , , . . , , . . , , , , , . , , , . .. , . .. "
3Z En. II1e ltrllfF 01 lint 30 or lint 31. . . . . . . . , . . . . .. . . .. . . . . . . . , . , . . , , .. . , , , . , , , . . . . . . , . . . . .. .. , . . . . , . .. , . , . . .. 22
3Z Fog... tilt 1&1 on lI1e.mount on int 32. Ute "" Tu Table 0' Tu Rail ScIltdIMs. wlliChe.. tpplin.............,."",.. 3Z
34 En. "" .mount tom I.. 29... . ..... . ",..,.,.,... ... ..... " ,. ,.,. ".., ..... ".... ........""....." . ... 34
35 En. 1/1. .mount tom lint 2S , . .. .. , . . . . . . , . . . .. . , . . . . , . , , . . . . . . , . .. .. , .. , , , , . . .. . , , , . , .. , , .. . , , .. . , , . . , . ., 31
31 Subt.cthne 35 tom 1..34.llZlWOO'ItsI,,,,. -4- ..........,.....,'...................... ................... 31
7 914
230
..""...........................,...21
37 Iolulllply I.. 3a by ,~ (.'01. . .. .. . . . . .. .. .. .. .. .. .. . .. .. . .. .. .. .. .. .. .. . .. .. .. .. .. .. .. .. . .. .. . .. .. . .. .. ... 37
31 en. II1e _ c/ I.. IV 0' I.. n , . . , , , , .. . . . .. .. . . . , . .. .. . .. , , , . . , , . .. , , , .. , , , .. . .. , , , . .. . , , .. . . .. .. . , ., 31
31 Enltr tIlt.mounltom 1Int3a....,..,...................,..",...,..,.",..."...,.,.,...,.....".......,.. .
to Subtacll.. 39 tom 1Int3B...........,..,..",.,..........."",.........".,. .................;......".. ..
at lolull1ply I.. 40 by 20'\ (.20). ......,.".,..".".................,."..""... ....... ".., ....." ....",.,.. II
4Z Enl. tilt _ oflnt22orlnt25.,.,.,.........."....,..,..".".,."...,..,., ......,...,..,'.......... U
43 Adcllnn22and32 ,............................................."............... ., S4 261
U En. "" a.-.nl tom Int IV.. .. .. .. . ~ .... ; .. . :.. .. .. .. .. , . . .. .. .. .. .. . .. .. .. .. .. .... 41
4S Sub tact N.." ~ Int ".11 &wo 0' _ tnItr -4- . ...... . .. ... .... .................... ,........ ............. ..
41 Sutltacllnt ($ ~ Int u'll &wo 0' _ tnItr -4- , ...,..""".""..,.,.....'""..,...., ..".,......... . ., ..
47 Iolulllply I.. 46 by 25' (.251. . .. . . . .., . ., ,...., . .,.. ,..... .." ,. ""'" .. ".,. ."... .,.,'.....,...... . , ".. f7
41 En. "" amount tom Int IV. . . . . . . , , . . . . . .. , , , .. . , , , . , . . , . . , , , , . , . . . , . , .. .. , . . , , , .. .. . . , . . . , . . . .. . , , , . . " ..
4t Add_)2, 38, 4O.1ncI...,.....",..",."...,.."......,.,.,..",."".,.".....,..."..,.........,.,. ..
10 Subtact Int IV tom Int" ., . , . . . ,.... ....,.....,... .,... ... . ,..,.",., ... ,. ,.,. .,..,... ., ...... . . .. ..... It
51 MuIllpIy Int SO by ~ (.28). . . . . . . . ... . . . . ... .. ... , . .. . . . .... ... . ..... ... .. .... . .. . .. ... .. .... .... ... . .... II
12 Add"" 33. 37. I', 17, and 51 ........................ ,.. , ................................... ............, a
13 'og"."" 1IU on "".mountonlnt 'l.uael\tTaaTtblllO'TuIllaltStPd ..., oIllICIIt..appIItt..".. ..............., a
U Tu on ltIa11lt ~
EnW ... ..... 0I1nt 0' Int 53 .... .nd on FO'", 1010...... ao .
.. 14
c
8 144
54 261
7 914
46 347
42 350
42 350
46 347
46 347
7 466
42 50
46 347
0
7 9 4
7 914
1 583
o
9 049
SCHEDULE E
(Form 1040)
Supplemental Income and Loss
IFrom ren"l '"I ....I., ,oy.m.., p.ln"'Slilp,.
5 corpor.Uon., ....I..,lrull., R!MICI, .Ic.)
.AI~h 10 Form 1040 or Form 10.1. . See In.~ucUo" lor Schedul. E Form 1040).
O"'!I~Q 1510'.11"
1998
c.o.,........ ~tt"'.',.u"".,
I".",... q.......... s,""c. 1191
Allie""""'" 13
S.a","u-.o
";~~~;:;'~~"D ELINOR EDMISTON I '~~~~~.;;:;;-O
i Part I I Income or Lou From Rental Real Eltale and Royalllea Nol.: R,pOI'llncomt .nd ..p.n... ~om yo.. bUllnn' 01 renb"ll
p.,on.' p<oo..ly on Schedul. C or C-EZ IS" p.g. E-') R.oor, Itrm ,.nlt' ,",om. 01' lOS' ~om Form 4135 on p.g. 2, hot 39
1, Snow the lund Ind lOCI bon of IICh rental r,.' IIlIil. prop<<ty 2 For IICh "n..' ".1 "1.1. p<oo..ly Y.. No
A RESIDENTIAL RENTAL I IiSl.d on in. I, dId you or yo..
1---------------------------------------- I.m~y use 'I d"'"lllh. ... yetr lor X
,MIDWAY UTAH A
B p.,on.l P"PCSlS lor mor. Ih.n l/1t
1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- grit. 01:
. 14 d.yS, or B
C . 10"lo 011/1. to.., d.yS renltd
r---------------------------------------- .1,.. ,.n"l value? C
tSuug.e:.1 J
Income: Pro_u.. To~.
A B C IAdd cOlumns A, B, & C.)
3 R.nts 'ecltv.d ............................. 3 472 3 472
4 RO,t1bn 'ecttvtd. . . . . . . , . . . . . . . . . . , .. .. , . . . . 4
Expenses:
5 Adv_"ll ................................ I
a Auto.nd hvtl (Hlp.g. E-2). .,.....,.,...... I 766
7 C'tl"'"ll.ndma..tenanc.................... . 7
I CommiSSions. . . . . .. . . .. . . . . .. . . . . .. .. . . , '" .
, Insuranc. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,
10 Ltg.1 .nd 01/1.. proltssional ,... . . . . . . . . . . . . . . . 10
11 Manag.""'nlfen.......................... . 11
12 MOI'tgag. .n.n, p.id 10 lla"'S, tic. 'HI page E-2) 12 12
13 Clt'..inl8rtsl.............. ................. 13
14 Reo..., . . . . . . . . . . . . . . . . . . . .. .. . .. . . . . .. '" 14
15 Supplies............................ ...... 111
11 Tun .................................... II!
17 Ubibts. . . . .. . .. . . . . . . .. . . .. . .. . . .. .. . .. . .. 17
11 ----------------------
----------------------
----------------------
----------------------
- - - - - - - - - - - - - - - -'- - - - --
----------------------
---------------------- 11
---------------------- I
----------------------
----------------------
----------------------
----------------------
" Add lines 5 lIYoug~ 18 , , ... . ..... ... .~:. , . . .. " 766 1. 766
20 O~aon __ ~ dtpltllon 1_ page E-31. . 20 1\1
21 TclaI_.AddIlnts 19Ind2O... .......... 21 7li6
22 'l1CcmeI(lots) tom 'entat .... tslalt or royIIly pro-
peru.. s..t>~act lnt 2' tom 3 I_lor 4 (tOyWItS).
II rnult.. (lot'I, HI PIgt E-31O Ind CIII',... must
m"'IIIIt'_"......................... ... 12 -294
23 Deducible rentat .... ftta.. 101&.
CaIftIft "011',"111'", "tatelolt. -... "'-, ,a _lla4
S.. ~tqt I! ., 10 '''''.~, tf JOY Mutt 'IM'_'" _...t 2 977
.""'Of'Of.n;Of'I4I'~"C_.ItI"*",.'OI'"",I...... . 23
24 Income. 'dd POllIvt .lI'lOUnls _n on lnt 22 00 001_ .ny _. . . . . ..,. ..,..... <...,..,.... ..... ... ... ..
2' LO_.. Add 'cyally _ ~om lint 12 .nd ,..tat.... ...... _ ~om Int 23. Enltr .". _ _ .... . . . . .,.,. ..,,, " 2,9771
" TotIIl rental,,,, ...... Ind royally ~ or IlOu). Comlllnt lints 24 Ind 25, En"''''' result htr.
II P.-lS II, 1II,lV, Incl Int 39 on II. 2 do noIlIl!>lY to,.... 1"0 enltr ltloI lmount on F~m 1000,'" IT -2 977
~. 'nclude ltloIl_ In"" _ on... 40 on 010t 2 "
Schedule! CFcrm 10401 ,,,.
<" '01 P..,.. .,011\ Rtduclloft Acl Nolle., ... 'orm 1040 InWuclloft.,
SC"elJule E (Form 104011998.
Altic~m.nl S'Quenct NO 13 Pig. ~
yOU' 'atlAl'IC"""'~!Mr
......'1"'..0..... J".....,"1
ROBERT AND ELINOR EDMISTON
200-22-9730
Nole: It yOU rtpat .mount$ from firmIng or hS"II'g on Sc"tdul, e. you mu~t ,nlet your gross Incom, ftDlTlltlOS. IcbvtblS on IIn'" below R'I,.,tll,
OfoltsSlonals must comQlelt hn. '2 below
: Plrt II I Income or LOll From PartnershipI and S CorporllJonl "yOU "pori. loss ~om.n .1"'", .cbYlly. YOU MUST check "Iher
COlumn (.) Of II) on I,,,. 2110 dlsclb, 'I'Dii' rnlt'stm,nl,n I", "tMty. See Plgt E-S It you ctleck column I", you mu,llttlch Form 81,.,
27
fbJ!::..,,,ItI~
~",..",,, 0
S'ar 5::11':
11:1 c...~. I
lor.;t'
0'11''''''''0
Cd'J !""Ill'oy.'
.12...',ICII,C,...\j....C"
III ..,-.
A.ML LEE ACQUISITION FD
s'CAPITAL REALTY INVESTORS
C;EQUITABLE CAP PTRS
01
E
P
P
P
04-3028398
52-1321492
13-3486115
P.llfvl Incom. and Lou
CIII .81. ... 'on '"0_'''
111'1(" FCI'ftt HI' If "Q~"""
A'
(I) "C"C'Uh. '011 'fOt'" b. S.ct,on I'f .IC'..... :I'O'\IC!I
Sch.dLrttK_1 I frQllftFCl'Wt45a
,.. ...u,...."'Qt!I.1rcm
!ch..... K.'
.. ~O,.C.U'II. roc:.... !r;t"'l
kh.dUteK_1
.
sl
C
01
EI
211 TO"I,
b TO~IS
29 Add Ccfumns (h) and (k) of.ne 2k . ... ... . ... . . . .. .. . . . . . '" . . . . . . .. . . ... . . . . . . .. . ... . . '" . .. .. . . ...
30 AdO Ccfum", (gl. (i). .nd OJ of lne 2Sb. . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . .. . .. . . . . .. . . . . . . . . . . . . . . .. 30
31 TC"1 partntrstlip.nd S ccrpor.bon ,ncO.... or (loss). Combine 'IllS 29 .nO JO.
En. l/1e 'fSuh,.....nd include in lilt total on Hne 40 below. . . . . . . . , . . . . .. . .. . . . . . . . . . . . . .. . . ... .. ... . . .. 31
Pitt III Income or Loss From Ellllea Ind Trults
32 ... 'lfll'"
AI
S.
fI>> e"",-oy..,o 'V"'o...
29,
Ci
I
I
VI Inc:oma and Lou
0:
PtsS/yt Income and Lou
Non
tel .1";11' "~ltOft 01 '0" "le",a
,I:!.r" F_ UN .f r'Ql,If'.a)
Celt Dt"'II'''''Ot'l."OI'"
Sette"lC.l
",:l.~"ortCl'IOt."Ot"t
Sd'tt......1
C')OI""irlcOft'l,'rO!'"
sc..... K-'
A
Sf
C,
0:
33a Totals
b To.."
34 Add Columns (d)'nd (r)" ine 33a. .. . .. . .. . , . . . . . . .. . . . . . . .. . , . , . . . .. . . .. ' . . . . . . . . . . . . . . .... ..... '" 34
35 Ada COlumns (eland (.) of ine 33b .. . , . . . . . .. , . . . . . . . . . . . , . . . . .. . . . . . . . . . . . . . . . .. . . .. . . . . . . , .. .. . . .. 31
31 TOIII ntalland tUlI inco.... or (Iou). Comf)Ine "- 34 .nd 35
Enltrlllt'nuhhtr.and_,ntNtolaIen1lne4O_ ..........,.............. -.................... 31
PIIt IV Income or LOll From Rell EllIte Mort I Investment Condultl REMICI _ ResIdual Holder
37
....,--010).
'oerot"ClhQfl''''C''
t:I!IUII"'C""tOI'I".
~ AA_a.'-'k
(I"MOll."
1It'''COf'ttfrQll'''
BtN... Q '..... 3D
filii '...bl, ftOffte ""_u
1t,,",~Q_IIf'l"lI
III ......
31 Combine columns d .nd .
PIIt V S
3t """ Iwm _ Wlcomt cr (Iou) ~om for'" 4131. Also. c"""'........ 4' _ . . . . . . . .
10 TOTAl. fncomt or ltou). Comf)Int "- 211. 31. 311, 311. and 39
En_ lilt ruuh htr. and on FOI'm 10t0."" 17,
E"'" II\f 'tsuIl htr. .nd __ on lilt Iotal en ine <10 l)tIow.
............. 31
........... 3t
.. 10
-2 977
· 1 R...onc__ 01 f--, and n-. ""_: Enltr "'" FOil Iwm.ng .nd IIslltn;
,""..... reocrlt<l en form 0835, lne 7; Sc"tclult~. 1 t'OI'm tQ8.5~ ine ,~. Schtclult
K_I ,form I120SI. "'" 23. and Schtclult K-I (for'" 10.1), "'" 14 (Mt pege E-6) . U
42 ReconctlllUo<l lor R.eI E.1lIIt Pro"_s. II you _. ...1 Mtall prCltsSlOtllI t_ ,
C9 E '.1, .1'\- ,. if'COI"e a ilOu! yOu rtC<J*I 11'1.,..... on F"crm tl).tO torn If r,ntall
'HI Mta!e t(!tvt1tft ,n ~~I'l J'ou ""_.'llIy P..be'C.~ undtr P"~ IC'flV!!y 10\, ru,,", I U ,
',.
8582
Passive Activity Loss limitations
c...!.., 'J'S.':~,
Q.t....-.-, ,111"'1 .".......,
,........."......... S...-C' I'll
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. See Mp..I.lnslrucuon..
~ AI~h 10 Form 1040.. Form '041.
1998
AND ELINOR EDMISTON
1998 Plulve Activity LOll
Caution: Set Ir. ,n'~ucbon, lor Work,hflts 1 .nd 2 on p.g. 7 b.,or. Compl.bnQ Pari I
R.n", R.1f Ellal. AcU.IU" With AcU.. P.UclpaUon IFor the d.ftn,bon ol.CIlv. PtrllC!O'bon '" ACUv.
P.UClpaUon In. R.nlal R.1f EI..I. AcUvlty on pag. J 01 Ih"n,tucbon',1
....'(....,..., 88
St':I\ot"C. __~
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200-22-9730
,. AcbVlbK w,lh n.lll1Com.(.nl"lh. amounl ~om Wcrk'hetl I, column ('11 . . la I
b Acbvlb.. "',Ih nellos,(.nttrlh. .mounl ~om Work'hetl I, cofumn (bJ)... ....... 'b,
294
-2 977
C Prior ytlt un.bowed 10'IK (tn'" lI1a .mounl ~om WOI'klhetl', Column Ie)) , .. .. Ie
2 683
d Comb,","nK la, lb, and 'c. .. . . . . . . . . .. . . .. .. . . .. .. . .. . , .. . .. . . , .. .. .. . .. . .. .. , . .. . .. . . . . . . . . .
All Oth.. P.III.. AcU.IUes
2a Aclivtbts vnl/1 net Incom. I.nter lI1t amounl ~om Wcn'hetl2, column I'll ' . . . . . . 2a
b Ac:IivtIlts ..,1/1 ntl'OSSttn'" lI1t .mounl tom Wori'hetl 2, column lbll. . . . . . . . . . 2b
410
c Pnor year unabcwedlOSses l.n", l/lt .mount ~om Workshttl2. column (ell ..... 2l:
274
d Combtne bnt, 2., 2b, and 21:. , . . . . . . .. . . .. . . ... ... .. . .. . .. . . . . '" . . . . .. ..... ..... . . ..... .. . . . ... ad
-684
3 Comb'ne hnn 1 d and 2d. IIl11t rfSuII " ntl oncome or _0, at IOssts .. aIOwtd, 1t1CIudi"ll any pria _
unallcwtd IOssts en"'ed en int lC r:I 21:. Do not compltla Form 8582. T...lI1t IOssts to lilt fcrm or SChedule
yo" normafy rfPO(\ lhtm on.
IIl111t bne and lne , d .. 1Ossas, 0 to Int 4. OlIltrwlsa, en", -0.. en Int Sand to .... '0 . . .. . . .. .. .. . . . .. . 3
Part 1/ SpeC'1I Allowance for Renlll Rell E.llte With Active Plrtlc:lpallon
Holt: En. al numbtrs in Pa-t II U IlOSlti1It amounts. Set Pf9I 7 oIl/lt instudons lor txampltS.
-3 661
· En. l/lt......... 01 lilt lOSs en lint '11 or lI1t 'CIS on I.. 3. ... . ... .. . ... .. ,.... . . . ... .. .... .. ...... . . .. .
2977
I En. 1150,000. II mamed lIIiIVlfllara'-ly.... ptge 7 0Il/lt Instuctons. . .. , . . , . I
I En. modllltd adjusltd I1OS' lIlComt. but not ltu lhtn _.
lilt Pf9I 7 oIl/lt onstUCtions) . .. . . . . . . . .. .. . . . .. .. . .. . , . . . . .. . . . .. .. .. I
150 000
74 677
7
I
Holt: IIInt e II tqUalto or 11". lIlan lint $, pup InK 7 and a. en_ -0.. on
I.. 9, and l/ltn go 10 Int 10. OlIltrwlsa, go to Int 7.
Subtac:tintHcmIntS...................... ........................ 7
MuI1IpIy Int 7 by ~ 1.5). Do not tnltr mtn lI1In 125,000. II nwntd IIIlQ Ifll...."... Pf9I'
01 tilt instucllont .. . .. . .. . .. . . .. . . . .. . . . . .. . . . . .. . . .. .. .. .. .. . .. . . .. .. .. .. .. . .. , .. . .. . . .. .. . . .
-.
'.
75 323
I
25 000
2977
t
En_ l/lt tmIlItt 01 int. or"" I...,.. .,
......................................................'.
t
I Pllt 1/1 , Total Lout. Allowed
10 Add l/lt 1IlComt,' Iny, en.... 'unet 2a lnet -Iht loIaI . . . . . . . , . . . . . .. . .. ... . ....... '" . .. ... . . . .. 10
11 TOItIIoutI..... hili.. .......ec.....1ar 1.... Add .... t anet '0. Set PlOt 7 ..lit
...tuctonstolnctoul"'Io~lhtlOSttSen III....,......................................, 11
F. '1IpfI_ ~ lI.duellon AclIlO1Ct. ... lip lit..........
2,977
....1SI2 t._
". /. 4'<y'~______ ~::",l
v
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW DIVORCE
I'.
.: r..~.ny
ROBERT BEVERLY EDMISTON,
Plaint iff
'.1.'.'. I".I~. 0 f i ~ 1.1
. . ',! ~".
..:..J ...... _, "_
v.
C' IV.:... ,. " ',rrv
U,VI_ '." '~!:"- ~'J !"'"VI..iHI,
F8~';GYLVA\U\
ELINOR STERN EDMISTON,
Defendant
PIWI:IPB ro VI'l'HDIAV PLAImFF'S
rauuOll f'OII EIIFORCI!HI!NT OF
DmlRCB AGREDmn' PURSUANT TO
~. PA. ~&A. r105(a) AND 23 PA.
.S.A. 2(e
LAw omen Of
DOWEn, KISSINGER A CONLEY,P.C.
UO WALNUT snUT
POST OfflCE lIOX ..0
1U1._..... """"nvo"." .1I~