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Home My WebLink About97-04508 .~+~. . ':~:'- .:+:- .:+:. ::~> :-. .:.:. .':+;' .":+~. ':':', - ::.:- . .:+:~. -~:~:. ,-~-~ .... .. ,~ I :~ , . PLEAS 1: ,'.' ~, ~, '~-',~'~","""-'.-~'~~" --'-"~ ~---,..,,---, -:.:. .;+:, .:..:. .:+:- .:.:. .:.:. .:.:. .:.:' ':4C' .~.;, .:.:- .:.;, .:+:. .:.;. .:+:' : n v Th 0, ZZ;~'A eAr r AlIO'I,r/I.' I. .J {J,'-n", /./ ',J... J ~ 'U~" " or ..."""h.;'/At""/!!l ' ~ '//",,1<; .r ...'4'1l:"'. Xltjtro ~ I / rolhollolnry ~ ~I . ,., ....,.,., ,.,...,.",.,.,.,. ,. .. .. .. ~ ~,~~,~,,~"~'~'~"~"~"~'A"~"~'~'~"~'~"~"~'~'~"~..&,.~~..~..~:,.~,.~. ~ ',' ~. , i ~. "," ~ ~ ',' ~, .,f" w'. ~( ~l 'I ",I .11 : 1 ~I "'1 :1 ~I "\ ~I , , ~t ':'1 ~I: , , ~! "'1 ~, ',.r !l' ~ '.' ~I ~ ',' '" -:: ~ ',' ~ ',' ~ ',' ';'( '" s * ~ ~ ~. IN THE COURT OF COMMON OF CUMBERLAND COUNTY STATE OF '* PENNA, MARYANN EBERLE l'\ (), 4 5.0~.. c;IY1k 11) 97 VI'I';,lI~ DAVID o. EBERLE DECREE IN DIVORCE AND NOW, " "O,~,~~ J": "IS" .... 191. Y. , , it Is ordered and decreed that, , , , , , , , , ,.l-l!\RYANN, EllERtE , , , , , . , , . , , , , , , , . , "'. plaintiff, and, , , , , , , ' , , , , ,QI\YW, 9", ,J?Ji!E,~~E, . , , , ' , , . . , , , , , , , , , , , , , , , '. defendant, are divorced from the bonds of matrimony, The court retains jurisdiction of the following claims which have been raised of record in this action for wh ich a fjnal order has not vet been entered; ".NONE. "".,'...,......."",..',.... ", ~ $ $ ~ $ $ $ ~ ~ $ $ w '" I, 1$ 1$ $ 1$ It:.. I~ I~ (., ( , I'" (" ;~ I~ I'.' !~ I' (~ (.'. ',~ :'~ ': , ~ ',. ,t , r~ I'.' . , I ~ * ~ ~ .. " MARYANN EBERLE, I IN THB COURT OF COMMON PLEAS I CUMBERLAND COUNTY, PENNSYLVANIA plaintiff, I v. I NO. 97 - 4508 CIVIL I I IN DIVORCE DAVID O. EBERLE, I I Defendant. I oaDU AND NOW, this ,s(t, day of DSDLa , 1998, upon receipt of the Master's Report to Jhich no exceptions were filed by either party, it is hereby ORDERED and DECREED, based upon the recommendations of the Master, as follows: A. Equitable Distribution Husband shall pay to wife within thirty (30) days of a final order in these proceedings the sum of $11,484.00. Neither party shall make any claims against the other on account of any debts or payments which either party made on account of the other arising out of the assumption of premarital obligations or on account of the payment for maintenance at the Camp Hill property, mortgage payments and utilities at the Mechanicsburg, property, or fee. and loases incurred as a result of the removal of wif.'s name from the joint checking account. ...- ._~, w. , , " , , , r"[ t..j,; I C ,'1 /t' '/-r 'IF , It' '/( 98' " '\'( I '\ ::,1 1'11, il:",o I,!',' ,\ &;;. ~ mttd/"I ,;.'(4 ~ 7/11"(,,- fe~,,:tb ~ 11'7 /n,~ , ' " " , , " " ",I 'I, 1., , " I' , , , , , , , , , , t" " , , ,I , " " 1\ 81 If.) !:iI w ..jtf iU -J rJ I); !; fiJ <",Ii !'>, ..:.. , .t:' jlL '" (II, , ,) , , i~:( ..., , ;! tr'~ , ':I~'; J . . .'I:} :1;: ' ',," , "';"01,.. ' I 1 :1"( .I f.'.l /.jrn " ~,. ;; ~l , :;! ':J.') J'" ~J " (n .... " , , " , , " " ,I ..I I, , , , " '" p ~ C') '1'1 '," ", --, ")hi t" ....'1 (I ',' ."(J I.. " ....1 1'" tll) rJ I, I' I" ",,' l,\ -.'[ ~:n t., .- .'1:1 ..;",l(.... ,., !l'~ .,'''' , , ~~ I."') "'1'1'1 N U " .PL. : .. '. :<~ '..) ,. .. (T> ~ . " .... ,,' ,'I " @ or ! r.:.roorrtJ;c ., "!I'r'illlir~nY 9 7 t.Ur; 19 A'~ n . II., I n8 cu// ~ " '1..'..1' 01"," d.", IJ ' ., l ~ U\/TY ,:,\jiv ".L';",:, " "' \ ,,.Ii!\ ,Pi Cttiy · 17 'i'. ~ v ,s, w s:..1 7'-- / 'l o. .~. v "'>::,.vu .3 4-d..1. &....J;, ~ .:~ ," S S {) " " I,' " ' LAW o~m:u MANCKE. WAGNER. HERSHEY & TULLY 2233 NOIHH ~ItONT BTP\UT HAAAISBURO, PA 17110 .,.!1,~t!-""'J,. Ck. ~ 7 Uf} "., I!tt-. MARYANN EBERLE, I IN THE COURT OF COMMON PLEAS I CUMBERLAND COUNTY, PENNSYLVANIA plaintiff, I v. I NO. (1), 'I')'U: i.',." ( T" ~:, 1.>--' I I CIVIL ACTION - LAW DAVID O. EBERLE, I I IN DIVORCE Defendant. I 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 in divorce or annulment may be entered against you by the Court. A judgment may also be entered against you for another claim or relief requested in these papers by the Plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the Prothonotary, Cumberland County Courthouse, Carlisle, Pennsylvania. 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 FINO OUT WHERE YOU CAN GET I,EGAL HELP. COURT ADMINISTRATOR 4th Floor Cumberland County Courthouse Carlisle, PA 17013 (717) 240-6200 MARYANN EBERLE, I IN THE COURT OF COMMON PLEAS I CUMBERLAND COUNTY, PENNSYLVANIA plaintiff, I (1 , , T ~"_ v. I NO. If I II .., I] ~ '. (i" k I I CIVIL ACTION - LAW DAVID O. EBERLE, I I IN DIVORCE Defendant. I COMPLAINT IN DIVORCB AND NOW, comes the Plaintiff, MARYANN EBERLE, by and through her attorneys, MANCKE, WAGNER, HERSHEY & TULLY, and files the following complaint in Divorce: 1. The plaintiff, MARYANN EBERLE, is an adult individual currently residing at 1018 Chelmsford Drive, Mechanicsburg, Cumberland county, Pennsylvania. 2. The Defendant, DAVID 0, EBERLE, is an adult individual currently residing at 617 Allen street, New Cumberland, cumberland county, Pennsylvania. 3. Plaintiff and Defendant have both been bona fide residents of the Commonwealth of Pennsylvania for at least six (6) months prior to the filing of this Complaint. 4. Plaintiff and Defendant are husband and wife having been married on January 23, 1997, in Florida. 5. There have been no prior actions of divorce or annulment between the parties in this or any other jurisdiction. 6. Neither Plaintiff nor Defendant are members of the Armed Forces of the United states or any of its Allies, 7. Plaintiff has been advised of the availability of counseling and that she has the right to request that the Court require both parties to participate in counseling, 8. Plaintiff avers as grounds on which this action is based arel A. that the marriage is irretrievably broken; B. that the Defendant has offered such indignities to the person of the Plaintiff as to render the condition of the Plaintiff intolerable and life burdensoma; or, in the alternative, C. that as of July 23, 1998, the parties wil.l have lived separate an apart for a period of at least two (2) continuous years. WHEREFORE, plaintiff prays this Honorable Court to enter a Decree in Divorce. COUNT I BOUITABLB DISTRIBUTIOij 9. paragraphs 1 through 8 above are incorporated herein by reference and made a part hereof. 10. During the marriage, plaintiff and Defendant have acquired various items of marital property, both real and COUBT III ALIKOMY 16. Paragraphs 1 through 15 above are incorporated herein by reference and made a part hereof. 17, Plaintiff lacks sufficient property to provide for her reasonable needs. 18, Plaintiff is unable to sufficiently support herself through appropriate employment. 19. Defendant has sufficient income and assets to provide continuing support for the Plaintiff. WHEREFORE, Plaintiff, MARYANN EBERLE, requests this Honorable Court: A. Enter a Decree in Divorce; B, compel the Defendant to pay alimony pendente lite to the Plaintiff; C. Compel the Defendant to pay alimony to the Plaintiff; D. Equitably distribute all property, both real and personal, owned by the parties; E. Compel the Defendant to pay the Plaintiff's counsel fees, costs and expenses and the costs and expenses of this action; and , MARYANN BBIRLE, I IN THB COURT or COMMON PLEAS I CUMBERLAND COUNTY, PENNSYLVANIA plaintiff, I v. I NO. 97-4~08 I I CIVIL ACTION - LAW DAVID O. BBERLE, I I IN DIVORCE Defendant. . . CERTIFICATE OF SERVICE I, Debra K. spinner, Secretary in the law firm of MANCKI, WAGNER HERSHEY' TULLY, do hereby certify that on this date a ~opy of the COMPLAINT IN DIVORCE was served upon the following person and in the manner indicated below, whioh service satisfies the requirements of the Pennsylvania Rules of civil procedure, by depositing the same in the United states mail, Harrisburg, Pennsylvania, certified, restricted delivery, return receipt requested, and addressed as follows I Mr. David O. Eberle 617 Allen street New Cumberland, PA 17070 I By ,J!Jljl(v(.'':{)lIL )1.,./ Debra K. Spinner, Secretary MANeKE, WAGNER, HERSHEY , TULLY 2233 North Front Street Harrisburg, PA 17110 P. Richard Wagner, Esquir~ Attorney for Plaintiff DATI: fj; q/ '/,'/ , P 020 ?b9 546 ~ ftecllpt for Certified Mell '. No 1"11"'"1:1 co~.t.g. Proyld.d allfAIM Ou nol UII '0' Int,mllion,1 Mill 1600 Re".,.." Iollll.. r, David O. Eberle ~rl..t II"" '10 17 Allen S t.reet P', St,tlOjj'"J,','i','-'lll! ew CumberlLlnd 70 ""Util' . ,55 i;"hl'ldrl!ft 1.25 1j1l.~,.1 D.lh'.', ~.. ""lll(tttll:>'II'"~ h. 2.50 ~ A'lu,nA,u+pIShO","O 8l 10 Mom , 0.,. OeII~II.d ~ A.tulnlt.UlptlihO""""lIlQWh...'l, ~ O.I...ndAdltl'...'...."'I".. fOTAl PoII.g. . , "M' I Po,lm.,k 01 0.1, j 8/19/97 Ie . i I , & 3, . lCOmpteeI ~ , ~Of 2101 8ddItIonII NreiceI, lCompllt.111fnI 3, "e, Ind "b. 'Prlne: vow nwn.1nd add,... all "'. ,........13 oliN, form 10 1hI'... can "'urn 1hI, _IO~, IAnICh INt Ionn 10 the fronI of IhllNl/p6toe, orOr1 IN bIdI II lPact dolt not _I, .WntlOFfllum RllCfflpI RIqUNtrld' on lhe malIpIeoe betow IhIIRlc1t number. -The R"~ Receipt Wi. Ihow 10 whom 1hI1r!1d. ... dIIYIrM ."d IhI..... IIIIlyered. ~, R.c.'vod By: (prtnt N'-I G Z, \j tm 8, ......'. Add.... (Only If requ..1od 1IlId".I'~1 11110 wtrtllo .ecelve Ih. loIIowtng urvlce. (101' III .xtra In): I, CI Add.._.'. Add.... ~ 2, D R..tr1cled C.llvery ~ eon",l. poelm..... '0. 'n, I . u r I I f .. I J 546 Mr. 617 t;ew David O. Eberle Allon Street Cumber1nncl, pr, 17070 Il!I Celtinod I . ". ~ . I ,u. IC.. " " , , L: ,/:I q OJ ~. I' ;:g ./ -tt t.~ 'hl1 t\Jtl ,h (\"/',1 N " t'J: ' J;" i [ I( I II -:,(' r.~ ~.. , ,..., i.: ("J ~.1': :J~ ~~.; CI N ;,~" ,. , .. '" ' , , :~ .....J ~ .- m " " , .' ,', , , , , , , .. r '( , ! " " \ ( " I ,., " , " , ", ,-_.....,....-_.....~1'"' MARYANN BBERLB, I IN THB COURT OF COMMON PLEAS I CUMBBRLAND COUNTY, PENNSYLVANIA Plaintiff, I v. I NO. 4508 CIVIL 1997 I I CIVIL ACTION - LAW DAVID O. BBERLB, I I IN DIVORCE Defendant. I ArFXDAVIT or CONSINT 1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on August 19, 1997. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing and service of the Complaint. 3. after service decree, I consent to the entry of a final decree of divorce of notice of intention to request entry of the 4. I understand that I may lose rights concerning alimony, diviBion of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. /) (-,,;; DATE: ul1a:#/ Y /'17.[/ / '/I)t{ltI;JI' f/. f~L'tt._ MaryanlVE erle ~ " " " " 1 , , " Q m ~ ,.. , ,.. ,1 " "TJ ~i <':: 'I~ o fr,:' Ci',) 'J) 'I d';C I tl!: (JJ ~:11j.) -.,,, {j.":.l.., ,...., I' J i;:(, :""1.': 'I~ r1~CJ F\j ~f,~ J:;t.~. . .. :;;~ ~ 1.11 (Xl , ~ , , " "'1 MARYANN EBERLB, I IN THB COURT OF COMMON PLEAS I CUMBBRLAND COUNTY, PENNSYLVANIA plaintiff, I v. I NO. 4!l08 CIVIL 1997 t I CIVIL ACTION - LAW DAVID O. EBERL!, I : IN DIVORCE Defendant. I WAIVD or HOTICI or IH'rIlH'l'IOH TO RIlOUIl8T INTRY or A OIVORCIl OIlCRBI UNDBR 8ICTIO. 3301(0) or THI OIVORCI COOA 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's feos or expenses if I do not claim them before a divorce is granted. ), 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 made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. 54904 relating to unsworn falsification to authorities. , /)/(111./'7 ;:/" (6t,{,L.2 MarYllft'li Eberle DATE I /frf'AJI ?f; / 9 f~ ... ;1 , ' " " p, IJ) I') "', <:0. 11., IJllii 1:10 '1 ':= .II! I:,') ',I"r r.!J~ .1.1 ' ,i,,~ v.,l;' , ,12 Ii ~':," (Jl r" ... , C~j:-; , j' ::;: ,...'> ''TJ "Jl,.) ::It .l'~ ""l'" 1_). ;,i.;"tt".;! N' " ~ (,.. ~, .. jj 9 :J1 '" " , , 1J;l :0 " ," " ..; :, , , , , ',I " , , ,I , " i'i , , " " I, , , " " " '. , , 'I " , , , , , , , " " , " " '~, ~ q )>0 ,,} 93.,;-, ~. "j r., '':;,(':, , ~J~J, ~ ~..., .\ ~-" , ''1;J '1.','" /:,.-, ~J': '.,:! ~<I;" N :?j' .L'''('J( -;-: .. ~ ':Il ~ (:0 " , , " 'I 'I_I , , " 'I , , .. " , , e ~ r?, T {i.";' l:lo r/~ Dld'i (~ rf...",li li'$ "I 11}1.~ I ".'9 VI 'iJ ~;~;' " . ." i!~ ,}.~(! :.,.: ,:,~ .~. .! ~" '~r,) N .' i ~ -. .. , , ~' UJ tl) , , " , , , , ~--. ,,-- I vs. I IN THE COURT OF COMMON PLEAS OF I CUMSERLAND COUNTV, PENNSVLVANIA I I NO. 97 - 4508 CIVIL I I I IN DIVORCE MARVANN EBERLE, Plaintitt DAVID O. EBERLE, Defendant MASTER'S REPORT " ,," ('\ , l.J ",I , , I",. r:~ l'.li '~"I i,i! t "'J I ,l., i , ...' I."',lj" , ,,' 'i',',t " I ' .. ~ ',t " .' . I "' , , " '" : ~'\ -j "'I .-, ...1 ;<, proceedings held before E. Robert Elicker, II, Divorce Master Cumberland County courthouse, 9 North Hanover street, Carlisle, Pennsylvania proceedings held on August 4, 1998, commencing at 9:00 a,m. APPEARANCES: " , p, Richard Wagner Attorney for plaintiff 'Debra Denison Cantor Attorney for Defendant PROCEDURAL HISTORY A divorce oomplaint was filed on August 19, 1997, raising grounds for divoroe of irretrievable breakdown of the marriage and indignities. The parties signed affidavits of oonsent and waivers of notioe of intention to request entry of divorce decree on August 4, 1998. Those documents wore filed with the Prothonotary so that the divorce can be concluded under Section 3301(c) of the Domestic nelations Code, w~ will not proceed with the alternative grounds of indignities as raised in the complaint in view of the mutual consent of the parties to the entry of a divorce decree. The complaint also raised economic claims on behalf of wife of equitable distribution, alimony, alimony pendente lite, and counsel fees and expenses. Except for alimony pendente lite, all the other economic claims remain of record and were before the Master for consideration. The Master was appointed on January 19, 1998, and in accordance with the Master's usual procedure, a directive was issued that pre-trial statements be filed, and on April 30, 1998, a pre-hearing conference was held with counsel. At that time, the Master scheduled a hearing for Tuesday, August 4, 1998. The testimony of the parties was offered at that time and the record was closed, The Master proceeded to prepare his report and r.ecommendations. -<", m.e.ULATIONB At the hearing on August 4, 1998, counsel presented to the Master a stipulation signed by the parties and counsel which was made part of the record and which is incorporated herein, (See attachment) During the course of the testimony, counsel and the parties agreed, by stipulation, that as of July 9, 1997, the joint checking account of the parties had a value of $1,968,21. This account was held at PNC Bank. FINDINGS OF FACT 1, The parties were married on January 23, 1997, and separated July 23, 1997. This is wife's second marriage and husband's third marriage. 2, Husband is the father of two minor children, Christopher, born September 15, 1986, and Taylor, born December 25, 1990. These children are the children of husband's second marriage, the mother of the children having passed away during the marriage, leaving husband with the two children, Wife has no children. 3. Wife is 43 years of age and resides at 1730 Bristol Avenue, Apartment 104, State College, Pennsylvania 16801, 4, Wife has 50 credits toward a two-y~~r associates degree from HACC and is currently working in state College as the general sales manager for a media station. Wife's current income is $42,000,00 annual gross plus a bonus each month which averages around $200.00. Wife has medical insurance coverage through her employment. 5. Immediately prior to the marriage of the parties in January 1997, wife had been working for a media station in Seattle whet. her income was around $68,000.00 per year. Wife's move to Pennsylvania to marry husband resulted in her having to take a position with a lesser income as a result or the media market in the central Pennsylvania area as compared to the market in Seattle. 2 6. Husband is 45 years of age and resides at 1018 Chelmsford Drive, Mechanicsburg, Pennsylvania, where he lives with the two children from his prior marriage, Husband has a Baohelor's Degree in geology and had been working prior to the death of his second wife as a consulting engineer, He retired from that position in 1995 and has since been living off his investment income and using the children's social securi~y of around $1,800.00 per month to support the family. Husband also did some part-time work with H & R Block in the immediate past. 7. Husband'S adjusted gross income reported on his 1996 income tax return was $15,103,00 and on his 1997 tax return was $11,497,00. The money in 1997 included his salary with H & R Block and his dividends and interest, The income did not include the monies received by husband from social security for the two children. 8, Husband's child Christopher has a seizure disorder and has difficulty with mobility and speech and requires therapy and medication. Husband is serving as a primary caregiver for the two children. Husband pays around $260.00 per month for medical insurance for himself and the children. 9, Wife has not reported any health issues. Husband has indicated that he has high blood pressure and cholesterol. 10, Wife brought into the marriage between $3,500.00 and $5,000.00 in cash, She also had some outstanding debt which, according to husband, amounted to around $8,000,00 to $10,000.00 and which the parties were paying together. Later some of the debt remaining was transferred to husband's individual credit cards, on which he is still making payments. 11, Around April 1997 husband formed a corporation known as E-Beryl Enterprises, Inc. He is the president and sole sharehol.der, The purpose of the corporation was to rejuvenate and restore houses. The monies that were used to il\itially fund the corporation were from husband'S individual investment account. 12. The parties separated July 23, 1997, but wife remained in the residence until November 1997. During that time, husband was paying the mortgage payments on the property in the amount of $1,287.00 per month and the utility bills except for the telephone. The property was 3 owned by husband prior to the marriage and remained in his name individually, During the time that wite resided in the property, trom the date ot separation until the date of her leaving the property at the end of November 1997, she made no contributions toward the mortgage payments or the utilities, As noted, she did apparently provide for her own telephone service, 13. Husband borrowed $91,000.00 from his mother and signed a demand note for the money which he usad to purchase a property at 116 South 31st Street, camp Hill, Pennsylvania on June 6, 1997, The money that was borrowed from husband's mother was placed into a joint checking account on June 3, 1997, and was subsequently paid out to accomplish the settlement on the real estate. The real estate was purchased in husband's name solely. (Sea stipulation entered August 4, 1998.) 14, Prior to the separation of the parties, husband's mother arranged for a transfer to husband's individual investment account the sum of $77,000.00 which she intended to give to husband. However, husband and his mother determined that it was prudent to return the money to the mother's account, apparently in view of the perceived and real problems that husband was having with his marital relationship. 15. With respect to the loan that husband made of $91,000.00 with his mother for the purchase of the camp Hill property, husband is paying his mother quarterly inter~st only in the amount of $2,047.00. 16. At no time were any of wife'S funds used for the purpose of establishing and maintaining the corporation known as E-Beryl Enterprises, Inc., nor ware any of wife's funds used for the acquisition of the property at 116 South 31st Street, Camp Hill, Pennsylvania. 17. Wife presented a claim for counsel fees in accordance with a fee letter dated August 1, 1997, which provided that fees up to the Master's hearing would be 02,000.00 and an additional $2,000,00 if a Master's hearing was held. Consequently, wife's total attorney fees for the divorce, without the PFA hearing, were $4,000.00. 18. Wife paid $206.70 for maintaining the lawn and tree trimming for the property at 116 South 31st Street, Camp Hill, Pennyslvania. 4 I "~". 19. Wife's name was removed from the PNC Bank account August 6, 1997, Wife drew checks on that account which were not paid resulting in fees to the bank in the amount of $120,00, The substantial part of the money withdrawn by wife was to be used on account of payment of her attorney fees. 20, The marital assets subject to distribution in accordance with the stipulations are the increase in the investment portfolio in the amount of $41,000.00 (1) and the sum of $1,968.21 in the joint checking account as of July 9, 1997, for a total of $42,968.21, 21, In accordance with the provisions in a court order dated November 24, 1997, wife received an advance of $10,000.00 on her equitable distribution claim. 22. No objection has been made by either party in these proceedings to the method and adequacy of service of any pleadings in the divorce action nor has either party or counsel objected to the jurisdiction of this Court to act in these proceedings. CONCLUSION OF LAW Grounds for divorce are irretrievable breakdown of the marriage. Both parties have filed affidavits of consent so . that the divorce can be concluded under Section 3301(c) of the Domestic Relations Code, The Master finds that the holding of the monies from the loan from husband's mother in the joint checking account for approximately three days, when viewed with the surrounding circumstances of the transfer, did not constitute a gift to the marital estate. (1) The $41,000.00 increase in the investment portfolio includes the purchase of a boat retained by husband. (See the stipulation of August 4, 1998, attached hereto.) 5 ANALYSIS OF THE FACTORS AS SET FORTH IN SECTION 3502(a) OF THE DOMESTIC RELATIONS CODE 1. The parties were married and living together in a marital relationship appro~imately si~ months, 2. This marriage is the second marriage for wife and the third marriage for husband. 3, Wife is 43 years of age and is in good health and has an annual gross income of $42,000,00 plus bonuses averaging around $200,00 per month. she has 50 credits toward an Associates Degree from HAcc, Husband is 45 years of age and has no health problems except for high blood pressure and cholesterol. Husband has a Bachelor's Degree and has worked as a conSUlting engineer. currently he is living off his investment income which he derives from his family and is the caretaker for his two minor children. He has worked part-time for H & R Block. He reported his adjusted gross income on his 1997 income tax return as $11,497.00. Husband does receive social security payments on account of the two children in the total amount of around $1,800,00 per month. 4. Neither party has contributed to the education, training, or increased power of the other party. 5, Wife has the opportunity to acquire assets in the future based on her income and her earning potential; husband's ability to acquire assets in the future depends on his decision to return to employment in the event his children no longer need his care, and also on the earnings and investments that husband has obtained from his father and mother. 6. The source of income of wife is from her employment; husband's source of income is from som~ part-time employment and his investments. 7. Both parties contributed to the joint checking account which is one of the marital assets subject to distribution; the increase in value in husband's investment portfolio from the date of marriage to the date of separation is derived from the market conditions which allowed the funds in that account to grow during the time of the marriage. 6 , ,-, 8, Wife's property, aside from the distribution in this case and her earnings, is minimal, Husband's property in which he has an interest from his family trusts and his own investments is sUfficient to provide an income for himself allowing him to care for his childl'en full-time. 9, The standard of living of the parties established during the marriage was middle-class. 10, The economic circumstances of wife at the time of distribution of the property is based on her earnings and her ability to support herselfl husband's economic circumstances are based on the income which he can generate from his investmentB and trust fund. 11, Husband is serving as the custodian of two dependent minor children. DISCUSSION EQUITABLE DISTRIBUTION Based on the stipulations of the parties and counsel, the facts found by the Master, and the analysis of the factors under section 3502(a) of the Domestic Relations Code, the Master believes that the distribution of the assets of the parties should be equal, 50% to wife and 50% to husband, Wife has made a claim for costs to have lawn and tree trimming work done on the Camp Hill property and for losses which she said she incurred as a result of husband removing her name from the joint checking account at PNC. The Master finds, however, that wife's claim for losses would be offset by the continuing obligations which husband has aBsumed for the payment of the debt which wife brought to the marriage and payment of the mortgage and utilities in the Mechanicsburg home while wife 7 -',\ resided there alone from the date of separation to the end of November 1997. It is true that some of the debt was paid off during the marriage by the parties mutuallYI however, a portion of that debt was transferred by husband to his individual credit cards on which he still is making payments. Wife suggests that she gave up a job in Seattle making $68,000.00 a year to marry husband and thon had to take lesser paying jobs in the central Pennsylvania market, currently her job in state College provides earnings of around $25,000,00 less a year than the Seattle job. However, the Master finds that wife's decision to give up her jOb in Seattle was with full knowledge of the employment market in central Pennsylvania, Wife made a knowing and intelligent decision to leave the west coast employment to marry husband. Obviously, the variable and changing circumstances surrounding a marital relationship do not guarantee anyone any assurance of the relationship working out successfully, and wife, in making the move, had to assume the risks involved in her decision to marry husband. Husband's reason for not moving to Seattle was reasonable and responsible inasmuch as he has a handicapped child and did not want to disrupt the child's life and remove the child from the familiar surroundings of home and school. A major issue in this case involves how we should handle the transfer of the $91,000.00 from the husband's mother's account into the joint account of the parties for 8 approximatelY three days to allow husband to purohase the property in Camp Hill, Counsel provided memos to the Master and the memo of husband cites a case that was before this Master in 1992 which resultQd in exceptions to the Master's report and an opinion by Judge Bayley dated June 17, 1992. The case was Darrell G. Ober v, Chervl H. Ober, 3279 civil 1989, Cumberland county, Pennsylvania. In that case the Master found that the deposit of funds from wife's personal injury claim into a joint account constituted marital property although shortly after depositing those funds she removed those funds and purchased a certificate of deposit in her own name. The Master found that the deposit of the funds into the joint account made those funds marital and, therefore, husband was entitled to share in the subsequent certificate of deposit purchased by wife. JUdge Bayley, however, found the transfer of those funds into that account to be a "pass through", which did not make those funds marital, and he cited the case of ~amobell v. camobell, 357 Pa. Super. 483 (1986) . The Court concluded that by clear and convincing evidence wife overcame the presumption that she made a gift to the marital estate of the monies placed in the checking account. Likewise, in this case, the Master finds that by clear and convincing evidence, husband has overcome the presumption that he made a gift to the marital estate by placing the funds 9 t-"., borrowed from his mother into the joint oheoking aooount three days before using the funds to purohase a property titled in his name solely, The total marital estate subjeot to equitable distribution is $42,968,21, Each party is entitled to the sum of $21,484,10, Inasmuoh as wife has already received a payment on account of her claim for equitable distribution in the amount of $10,000,00, husband should pay to wife the additional sum of $11,484.11, RECOMMENDATIONS EQUITABLE DISTRIBUTION Husband Shall pay to wife within thirty (30) days of a final order in these proceedings the sum of $11,484,00. Neither party shall make any claims against the other on acoount of any debta or payments which either party made on account of the ~ther arising out of the assumption of premarital obligations or on account of the payment for maintenance at the Camp Hill property, mortgage payments and utilties at the Mechanicsburg property, or fees and losses incurred as a result of the removal of wife's name from the joint checking account, 10 , DISCUSSION ALIKONY The Kaster does not beli~ve that alimony is neoessary in these proceedings considering the findings of fact and the analysis of the factors under section 3701(b) of the Domestic Relations Code, Wife has sUbstantially higher earnings than husband, she is able to maintain herself as a result of her earnings, and unlike husband, she does not have to care for any ohildren, Husband not only has the oare of two minor children, but one of the children is a special needs child and requires husband to devote considerable time and expense to take care of that child. Wife has medical benefits through her employment. Husband has to pay $260.00 per month to maintain insurance for himself and the children. Wife came into the marriage with $3,500.00 to $5,000.00 and debt. She leaves the marriage with over $20,000,00. Wife's loss, which she assumed as a result of agreeing to marry husband, was the decline in her income because she left the Seattle job market and returned to central pennsylvania. The Master does not believe that the decline of income that wife has incurred as a result of the marriage is sufficient reason to award her alimony considering all of the other factors and circumstances in this case. 12 MARYANN EBERLE, I IN THE COURT OF COMMON PLEAS OF Plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA I I CIVIl, AC'rION - LAW I NO. 97 - 4508 VII. I CIVIL 19 DAVID O. EBERLE. I Defendant I IN DIVORCE STA'l'US SHEET DATE I ~ I/'" ~ , , '- ----- ,,. g' I '(/ill v It ;/",' "Ii I -- I'~'''.. .--- MARYANN EBERLE, . I IN THE COURT OF COMMON PLEAS OF plaintiff I CUMBERI~ND COUNTY, PENNSYLVANIA I VS. I CIVIL ACTWN - LAW I t NO. 97 - 4508 civil DAVID O. EBERLE, t Defendant I IN DIVORCE NOTICE OF PRE-HEARING CONFERENCE TOI P. Richard Wagner Debra Denison Cantor , Counsel for Plaintiff , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover street, car.lisle, pennsylvania, on the 30th day of April, 1998, at 9t30 a,m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Noticet 2/27/98 E, Robert Elicker, II Divorce Master , , vs. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO, 97 - 4508 CIVIL MARYANN EBERLE, Plaintiff DAVID O. EBERLE/ Defendant IN DIVORCE REI Pre-Hearing Conference Memorandum DATE I Thursday, April 30/ 1998 Present for the Plaintiff, Maryann Eberle, is attorney P. Richard Wagner/ and present for the Defendant, David O. Eberle, is attorney Debra Denison Cantor, A divorce complaint was filed on August 19/ 1997/ raising grounds for divorce of irretrievable breakdown of the marriage and indignities. Counsel have advised that the parties will sign and file affidavits of consent and waivers of notice of intention to request entry of divorce decree prior to the hearing. The complaint also raised the economic claims of equitable distribution, alimony, alimony pendente lite, and counsel fees and expenses. Counsel for wife has indicated that she is going to pursue her alimony claim based on the theory that she gave up a good paying job in Oregon and moved to Pennsylvania to maintain a residence with her new husband. There is also a question as to whether or not there will be any marital misconduct testimony offered based on an altercation that occurred between the parties prior to the separation. The parties were married on January 23, 1997, and separated on July 23, 1997. This is the second marriage for both parties. Wife has no children; husband has two children from a previous marriage and receives social security benefits for the two children. Neither pa~ty is receiving nor paying spousal support or alimony pendente lite. wife is 43 years of age and resides at stone Glenn Apartment, 1104, state College, Pennsylvania 16801 where she lives alone. She has 50 credits from a community college toward a degr.ee and currently works as the general sales manager for Forever of Pennsylvania, Inc" a media station. She has reported an annual gross income of $42,000.00; her monthly gross income is $3,500.00. Wife has not raised any health issues. with respect to the medical insurance coverage, counsel are going to inquire as to whether or not she has coverage through her employment and whether she is also covering husband and his children. Husband is 44 years of age and resides at 1018 Chelmsford Drive, Mechanicsburg, Pennsylvania, where he lives with his two children. Husband has a college degree and previously worked as an engineer until the death ot his first wife when he at that time terminated his employment. He has not worked since that time (1993) and lives on the social security benefits received by the children and his investment income. Husband's employment status did not change during the marriage from what existed prior to his relationship with the plaintiff. Husband has not raised any health issues but has indicated there is some question as to the status of his health insurance and counsel are going to inquire about that issue. By agreement, wife rece!ved an advance of $10,000.00 toward her equitable distribution and the Master will take that into account in doing the final computations. Husband owns the real estate at 1018 Chelmsford Drive, Mechanicsburg, Pennsylvania, where he is currently residing. He owned that property prior to the marriage and because of the short duration of the marriage, counsel are not going to do appraisals to make the increase in value argument but rather are going to look at the payments made on account of the mortgage during the time the parties were living together and after separation. To that issue, wife is claiming that she contributed toward the mortgage while she was living with husband in a viable marital relationship which helped reduce the principal; husband claims that for approximately six months after separation he made the mortgage payments while wife was living in the premise. The question arises as to whether the arguments raised by both parties counter each other to the extent that there is really no monetary benefit to be considered one way or the other. The parties have agreed that the investment portfolio of husband, which is premarital, had an increase in value of around $41,000.00 from the date of marriage to the date of separation. This increased value includes monies which husband had taken out of the account to purchase a boat. There is no argument apparently over the division of household tangible personal property or vehicles and, therefore, we will not have any values for that type of property in the equitable distribution computation. In June 1997, immediately prior to the separation, husband purchased a house which was titled in his name and olaims he used money borrowed from his mother to purchase the house which subsequently was repaid or is being repaid. There is a question as to whether or not husband took monies out that he had deposited into a joint account to repay his mother the total loan of $91,000,00 or whether he is paying back his mother quarterly annual installments, The funds though that were used to purchase the house apparently did come from the investment portfolio of his mother and, therefore, the matter of husband's repayment will have to be determined by counsel. wife claims that she brought into the marriage around $10,000,00 and also brought along debt of ar.ound $4,800.00. Counsel are asr.eeing that they will reduce the amount of wife's contribution to the marriage by the debt of around $4,800.00 to allow wife to make a claim that her net contribution to the marital estate from her premarital assets was $5,200,00. Counsel are going to prepare a stipulation of the facts with respect to the property at 116 South 31st Street, Camp Hill, Pennsylvania, The issue is whether or not the monies that were used to purchase that property, which were placed into a joint account owned by the parties, converted those funds to marital, which then ultimately were placed into the home and made the home, which was purchased during the marriage, a marital asset, Counsel for wife claims that the character of the funds, because they were run through the joint account, became marital and, therefore, the subsequent home purchase was a marital asset. One of the questions we have addressed is whether or not the placing of monies into the joint account constituted a gift to the marital estate and then whether or not husband is able to overcome that presumption by simply stating that the purpose of the monies being placed into that account was a convenience to run the monies through the account for the purchase of the real estate which was titled solely in his name. In any event, as indicated, counsel will develop their set of facts relating to this transaction and will give the Master some cases and their argument by memorandum on how this issue ought to be addressed, A hearing is schedule for Tuesday, August 4, 1998, at 9:00 a.m, Notices will be sent to counsel and the parties. Counsel are requested to provide their memorandums to the Master MARYANN EBERI,E. plaintiff vs. ~ IN THE COURT OF COMMON PLEAS OV ~ CUMBERI,AND COUNTY. PENNSYLVANIA ~ ~ NO, 97 - 4501l CIVIL ~ ~ CIVIL ACTION - LAW ~ ~ IN DIVORCE DAVID O. EBERLE. Defendant ORDER AND NOTICE BETTING HEARING TOr Maryann Eberle . Plaintiff p, Richard Wagner , Counsel for Plaintiff David O. Eberle , Defendant Debra Denison Cantor , Counsel for Defendant You are directed to appear for a hearing to take testimony on tbe outstanding issues in the above captioned divorce proceedings at the Office of the Divorce Master. 9 North Hanover Street, Carlisle, Pennsylvania on the 4th , day of Auqust ,1998, at 9~OO a.m" at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case. By t e (~rt, ,r~ E,IHofflr, President Judge Date of Order and Notice: 4/30/98 By: Divorce Master IF YOu. DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE. GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLAND COUNTY BAR MisoctATION 2 I. IBEHTY AVENUE CAllI,ISLE, PA 1.'1013 TELEPHONE (717) 24,),]166 ,,' , ' ii, 'I 'I , i , , , p ~n <i1 , , rJ-.l I)) ~11".! r,.., ;,1 :1:1, ~,!Yj . Ai:[j PO".. i~ ',,'I ,- " r,;. C'f ,- i 0\ i~:!t: ') :::1 .'.':/j ;1',1,__, '.J" ",'. ~'l 'J,.l,) ~'.) 'yn I r." t._ "J ,..., 2;1 ,. , In ." 'I' , " , " ',It' " " 'i', " \,!,~ ';("; Ie" I (,;.\\'1,.,);, ^L'.J:;~ :J:-: " I', I'H~ \.',:w.rn') "t I II ,.. 11'1" 'H' v~1ttJl\', 1.I(~Il'ltl\) ).1;,(11: ..,i\ 'I: 'L j:J ;J.(jJ The superior Court notedt . . . the Court properly found the entire oertifioate of deposit to be marital property. iIa, 539 A.2d at 398. The Superior Court in Gruver, sunra., relied on Madden v. Madden, 336 Pa. Super. 552, 486 A.2d 401 (1985). Madden, supra., is remarkably similar, if not on all fours, with Eberle. In Madden, a mother purohased savings bonds and placed ths. in the joint name of herself and her son. The mother died and the son, who was married at the time, cashed in the bonds and bought new savings bonds in the name of himself and his wife. Problems arose, and the husband cashed in the bonds and purchased a certificate of deposit in his name alone. The Superior Court determined that the certificate at deposit became marital property when the husband put the proceeds in new savings bonds in joint names with his wife, thus, losing its character as an excludible gift from his mother. Therefore, it is clear that when Mr. Eberle placed non- marital money into a joint account, used that money to purcha.. a hom., that home became marital property. The tima of acquisition is also relevant, sinoe any property purchased during the course of marriage is marital property. As noted in Anthonv v. Anthonv, 355 Pa. super. 589, 514 A.2d 91 (1986), the definition of marital property is timo rather than manner of acquisition, and the spouse's efforts and/or tinancial contributions are not germane to that definition. Accordingly, the purchase of the home rendered the home marital property when the funds were paid out of a joint account, and particularly when the home was purchased during the course of the marriage. Husband's position is relevant only to the extent that the contribution in the acquisition of the asset ls one of the eleven factors the Court is to consider under Section 3502 of the Code. The contribution by the husband is important in determining equitable distribution, but does not defeat the marital nature of the property. Respectfully submitted, BBRSHBY , TULLY IIAIICIt., v P. R c dW gner, Esqu re #23103 2233 North Front street Harrisburg, PA 17110 (717) 234-7051 Attorney for Plaintiff ASSETS OF PARTIES Plelntlff merks on the lIst below those Items applfcable to the case at bar and Itemizes the assets on the following pages. If an Item has been appraised. a copy of the appraisal report Is attached. (~ 1, Real propertY ( ) 2. Motor vehicles ( ) 3. Stocks, bonds, securltle:s and options ( I 4. Certiflcates of Deposit PI 5. Checking accounts, cash ( I 6. Savings accounts, money market ( ) 7. Contents of safe deposit boxes ( ) 8. Trusts PI 9. life Insurance pOlicies (Indicate face value, cash surrender value and current benetlcfarles) ( I la, Annuities ~) 1 1. Gifts ( ) 12. Inheritances ( I 13. Patents, copyrights, Inventions, royalties le) 14. Personal propertY outside the home It) 15. Businesses (list all owners, including percentage of ownership, and officer/dlreccor positions held by a partY with a company) ( ) 16. Employment termination benefits. severance pay, workman's compensation claim/award ( ) 17. Profit sharing plans ( ) 18. Pension plans (indicate employee contribution and date plan vests) ( ) 19. Retirement plans, Individual Retirement Accounts ( ) 20. Disability payments ( ) 21. Utlgation claims (matured and unmatured) ( ) 22. MllitaryN.A. benefits ( ) 23. Education benefits Ix) 24. Debts due, including loans, mortgages held ( ) 25. Household furnishings and personalty ([nclude as a total category and attach itemized list if distribution ot such assets is in disputel ( ) 26. Other " , ! I , REAGER ill ADLER, PC ATTORNEYS AT LAW 2331 MARKET STREET CAMP HILL, PA 17011-4842 17171 783.1383 - " " I' .. I I i,' I' 'I F' 'r, r,iTIr.'1: i"" . I,." ',t)WW qfl''',~~ 1..\\111(19 "',II,' ,'" ""TY \ ,;.,/1' '. ,'I"'.I( '.J{\O-""-O"\ I'.' , " C 'OFFICEIWPWINIWPDOC;S'DOMESTlC'EDERLE RES Augu.t 22. 1997 On August K. I'J'n, this 11',lIll1rnble CllUn dismissed snid protection th,m abuse action To date, Defendunl hils not mu\ed buck illlllthe homc due tu lcur of nnother lillse nccusation that will result in a protection trom abuse Iilinl/ In uddition, Ilclcndnlll does not wish to subject his children to any unnecessary strain 01' ten~ion Il~ I\ay or Iilnhcr answer, the property locuted ut II (, S 31 st Street. Cump lIill, Cumberland County, l'enns~'I\'ania, II' as pUI'\;hased durinl/ the six-months of the panies' murmll/C 1I\l\\C\'Cr, the Ilulds lin sudl purdwsc \\Cre bormwed thllll [)efendunt's mother and the pmpeny \\as III be utili/cd as a rental propcny till' a nc" corporation tbrmed by Defendant The property is deeded slllely in the IHUIIC or Dcfcndalll I'ursualll tol'lailllitrs testimony at the protection from ubuse hearing, she colllrilJuled nU tllllds \\halsoe\'Cr to the purchase of the properly. Theretore, the property is nun-marital escept I'll' any increase in the value therein and Plaintit1' should not be granted pussessilln 5 Admllled IlIl'al".. Uenied Inllnl"l, I'laintit1' tiled a pmtcction from abuse action which was dismissed by the Coun ofCommun Pleas ufCumbcrland Coullly aner hearing on August 8, 1997, Defcndant has had no contact "ith Plaintitl'since that date 1101' has he attempted to reenter the home when I'laintil1' was prcscnt By way of thrthcr answcr, ancr rcasonablc investigation. Defendant is without knowledge 01' intormation sutlicient to torm a belief as to the truth thereof and proof is demanded u Denied. Detcndant respccllldly requests that cxdusive possession of the property in Cal11p Hill. Pennsylvania. be denicd Said properly is non-l11arital except for any increase in value which occurred during the course ufthe l11arriage See Ail/hollY", Ail/hOllY. 514 A2d 91. 355 l'a.Super. 589 (198u) In the alternatiw, ifPlaintit1'is granted possession of the Camp lIill property. she should be assessed a reasonabl~ rental f..,e uf $800 per month ~ MARYANN EBERLE, I Plaintiff I I v. I I DAVID O. EBERLE, I Defendant I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA 97-4508 CIVIL TERM ORDER OF COURT AND NOW, this 24th day of November, 1997, upon consideration of Plaintiff's Petition for Special Relief and of Defendant's Response and Counter-Petition To Plaintiff'~ Petition for Special Relief, and pursuant to an agreement reached in chambers of the undersigned judge between counsel for the Plaintiff in the person of P. Richard Wagner, Esquire, and counsel for the Defendant in the person of Debra Dennison cantor, Esquire, it is ordered and directed as follows: 1. Plaintiff will withdraw her petition of special relief in the form of exclusive possession of the Camp Hill property. 2. Defendant will be granted exclusive possession of the Mechanicsburg property effective Sunday, November 30th, 1997, at 5:00 p.m. 3. Defendant will pay unto Plaintiff as an advancement towards an ultimate equitable distribution determination the sum of $10,000.00, payable by noon Tuesday, November 25, 1997. By the Court, t , , , , I,.' , , ,,' ~ '0 n -.I 11 I, - ~-t "..r"> ::.) t%, .,:: 11;1:11 , , ~'=ill - ,['fl1 ~J'l ... ~ ' ,1:,".1 ," ';(L, , " 1-"," ..~, ."\ , ~~'i I . -- j ;~~ -.. ..,,': f'3 :t, j,:~ E:~; .. '':::1 :.;! '.n ~4 <::l .'. " , , " ',\ I' , " ."., 0;-- ~'1 !~ lI'I G ~ - " l/J ". ~ ' l.r, '"J ., \> ,-; '.,'/:,.1. '"" 1.li.') '1 I ,I . , o::n '\'''1 II : '.1; ~ ti~! ~ I; II : ~i r!.. ;;.i ,,~~ ~. 4 ll. ,- f) u C1' @ f' ffi ~ I!! Z::> ~ Cl f- ... ~~~~~ ~~~~I Z l/) " a:: ~ <l: w'" ~J: ,. I. WI 00 HI"I"V CI"TI'V TIIAT TM. WITHIN I II ,MUI AND CO". ..,CT COIllV 0' THI O"I01NAL I'N.ID IN TH~ ACT10N IV LAWOFflCIS MANCKE, WAGNER. HERSHEY 8< TU'1'",\) t0lAUG 2 0 1991 AII~V MARYANN EBERLE, I IN T"E COURT OF COMMON PLEAS I CUMBERLAND COUNTY, PENNSYLVANIA plaintiff, I v. I NO. I I CIVIL ACTION - LAW DAVID O. EBERLE, I I IN DIVORCE Defendant. I '.TITION rOR 8'BCIAL RBLI.r AND NOW, comes the Plaintiff, MARYANN EBERLE, by and through her attorneys, MANCKE, WAGNER, HERSHEY & TULLY, and files the following Petition tor special Relief: 1. The Plaintiff, MARYANN EBERLE, is an adult individual currently residing at 1018 Chelmsford Drive, Mechanicsburg, Cumberland county, Pennsylvania. 2. The Defendant, DAVID O. EBERLE, is an adult individual currently residing at 617 Allen street, New Cumberland, Cumberland County, Pennsylvania. 3. Plaintiff herein filed a Complaint in Divorce in Cumberland County, Pennsylvania. 4. The parties currently reside at the address contained in paragraph 1 above; however, the parties have a second home that was purchased after marriage, on June 6, 1997, at 116 South 31st Street, Camp Hill, Cumberland county, Pennsylvania. . WI DO tt."..y rni"~ THAT 'HI WITHI'" II A , U A D CO". .'OT OO'Y 0' T lOIN" maOIN THIftACnoN IV -'- A~OMIY 0:" >- ~ ~H i ~ all ~ : ~ w" ~U ~ ~ U (J) " " 2 0: ~ ~ <l: w " I ~ J: " '"', .', . . . . lAW OH1~1'1\ ......,.,...."'.... .. IiU"dld:f 10 \'iili . ~~ ~ P"!11.~~~ , .Hl\?;DMAlHI'~ I'. u____.._.l'MA/ijfl; /),1 )'.1 f'~ -Il" II ~) /<') fL~ MANGI<E, WAONER,HERSHEY & TULLY , , ~J~~I ~~I~~ 8~~~~ i$i~ -, / .loll ",.,. I ~'l"" I\IJI'I'\) (1,1 llJit'/rI "") nt',... ..,..a.....IIIU41..,...lIlll . , c") ...~) ,.., <, .:.',;, " -" 1:':;"1 :, on , , ,',.) I Ii,"' .::- I J} " '\1 ., " ," Id rv . 'In , '.-) . .. .j.J J -.:> ~q -, \Cl -, C:\OFFICEIWPWINIWPDOCSIDOME STICIE BE flL E PTS FOb'uo!)' 20. 1998 MARYANN EBERLE, I'luinllff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY. PENNSYLVANIA Defendulll NO.: 97-450K CIVIL TERM CIVIL ACTION - LA W IN DIVORCE v. DA VID 0, EBERLE, PRE-TRIAL STATEMENT OF DEFENDANT, DA VII> O. EIlEI{LE I. JJACKGIWUND IrS.fORMATION: PLAINT"'F: 1. Name: Addrcss: Age: Dalc of Birth: Heulth: Occupation: Employer: Maryann Eberle Unknown 42 March 30, 1955 No heulth problems and/or issues have been raised. Sules Unknown 2. 3. 4. 5. 6. 7. DEFENDANT: 1. Name: 2. Address: 3. Age: 4. Dale of Birlh: 5. Health: 6. Occupation: 7. Employer: Duvid O. Eberle 1018 Chelmsford Drive Mechanicsburg. PA 17055 44 November 29. 1953 No health problems und/or i~sues have been raised. None. None. CIOFFICEIWPWIN\WPDOC5'DOME5TIC\EBERlE PTS F .b,uRry 20, 1898 Ci':RTU'ICAl'F. OF SI':RVICi'~ AND NOW. lhis 20th duy llf Februury. IlJlJll. I hereby verify LhuII huve euused u lrue und curreCI cupy of Ihl! fOl'llgoing doculIlenllu, be placed in lhc U,S, Illuil. firsl c1uss. postugc prcpaid und uddrcssed us follows: p, Richurd Wugner. Esquirc MANCKE. WAGNER. HERSHEY & TULLY 2233 Norlh Fronl Slrcet Hurrisburg. P A 17110 By: 1\ ,\ lJ "ICHI W.,_,_'o..., lah.l '..1ft ....II~ l),~...,.. !of,u' 1..",,1"",""'.1""_,'" ~~ \\ .\J'~ Wltis i1eeb f r:l.l:l'i:UI'!).(. i :,'!: ,n fI cr:ei);'," I"~ (t. I",r ":'0" " .., " ~ '.' (I':':' "', ,.:JI""; '87 JUII 7.G /HI 0 ",,1m: Tllli 2~tll ""y,If 1IJ/}" o/our 1.0,,1 Ut", ,IIUI",.,,,/III,,t IIIHI~/"~/ ,.; iqIlLy-~iL'v6n (19n I . ill Ih. ."., BETweEN O^Vln n. l!tCClO, t/a ulcero COW';'l'ItUC'l'ION, C, IllCCIO, Ill' wll,' and DENl!l!N C,anlo, 5. d DI\VID O. r.l3l:mLE nnd DEnH^ L. l'lIlBRLr., .. his wire C,o"'" S : IPITNESSIiTII, ,h., ill ,o.,id...,i...f ONE IllJNPIU:D FOnTY-FOUn TIIOUSI\ND FIVE HUNDRED ($144,500.00)------------------------------------------------ D~~~ in hnnd ,urid, III,. ",."i", wh"r,,1 ij 1I,~,."y lu'4"UIV/,t1u,.dl Ih, JI.i,/ H'tJtll", (/uCSlltrtl,y Branl dnd rO""'1 '0 III, JllitI If,mll" s. tlwlr Iwit" illld a"igl\~: ^LL TIlNl' CEn'l'^IN lot or tract of ground situate in Ilampden Township, Cumberland County, Pennsylvania, more particularly bounded and described ns follows, to wit: 13EGlNNING at a point on the eastern riqht of way line of Chelmsford nrive at 0 corner of Lot 1Il9S; thence along said lot, North 58 de<]rees 40 minutes 17 seconds Rast, lS2.S1 feet to 0 point on the western line of Lot 1/170; thence olonq I.ot 1/170 & Lot 1/171, Ilampden Square Sect. I Phase II, South 43 dc<]rees 53 minutes 00 seconds Bast, 102.50 feet to a corner of Lot 1/170; thence along said Lot, South 58 degrees 43 minutes 17 seconds Wcst, 17S.01 fcet to 0 point on the eastern right of way line of Chelmsfol'cl Drive; thence aloll'! [laid riqht of way line, North 31 degre 11 minutes 43 secondo West, 100.00 feet to a point, being the place of OEGINNING. CONT^INING 16,377 square feet, morc or less. OBlNG [.0 t U 79 on a Plan 0 f Ilampdcn SlJua re Sec t. I Phase 1. Or-:ING the flilme premlncfl wh lcll ^lcx DiSanto and [Jona DiSanto, his wife, by tlleir ncad dilted octobnr G, l~BG and recorded october 8, 1986 in Cumberland county Deed nook I", Volume 32, ParJe 653, granted and conveyed unto David n. Ulccio, t/a Hlccio Conatruction. Grantor herein. , I.. , T' . :. - . )/ , . .' ( I,' '.~"1".' J ~'#.,I ..~" .' " ,/ I l "I ,; .. , .. " . " /" .. , \ .' '. ' 1,...,./ , , , I ~ ~ ~ 0 . ~ ...:I U ~ ~ Ii! Cl '5 III Q Z ...... ..... " .., < ~ 0 0 >, ~ H ~ ~ fa U .~ UZ :;IS i%l ~ .ti . ~ It:t::> 0 Q~ 0 ~~ H ~ QU Q COMMONWr.IILTII m'I'ENNSYLPIINlII C.UII', .1 ~ \. \ rr\\-~k \ PlnU JJ, RECO/IDt~ on ,Iii, _...lrlCCc-___.. ".Y 01 ~.d-"t\.9,..L_...-.-' II, D. 195J:L. in ,h. 11..."I.r'. olfi.. "/1/.. ,.irl C",,,,,y, ill /J.." /J,,~4 'J 1'./, . -':Sd-_. 1'''11' _ '?,! J .) .._____, Ciutn undt, my 'I",Ht nUll '~r.:::tl'h. ...;,/ "Ilia, II.. ./,"' ./11I.. ",,;II.n, on..1 ~\~u.\J~""/'" Big (~\~ Bee ,-\}.\/ Boats I.TII ,........;, t /....',I/'(,(,1I..c.... ' ____------u. I.-.------ GAltS m.l) I J III II I IIIII")/jl "VIol 1111 ./110. 1'1. "" ',1111'\,1111 III I',""} \II/lI"I'I.'I,m ~lll ,11I1j. 10'1" lll'~l M~'jntf I'^ 111l,'U " I II 'I'" UIIlI (l'I"IIWI/lIIII,IIItIl,I',11l111 tllll" I'A I ''''1/ II I/,HII" "JI'I I "-F/ I I. DESCRIP'T)ON MOT~R ':;o_ly~!."_j!l 0: SERI~~~___(J.t))'l9:; y? BATTERY & BOX _._-_._.--~---_. -.- - -.......-..- POWER TRIM ..__..u.____ u _ __"..._. TROLLING MOTOR SERIAL H ~. .'__~'.!J_ ~( INSTALLATION -------.-. ---.--.- ~---_._-. a_Y_Q.ll:J._J ______ _<;:~~1.\'U~ '-V_>I,_~_._ _BOAT___",?~L:___~-'; I ("00' ))'X SERIAL ~_~'':!:;'..:-:'::'.cf!/.J. ..:;'('L____ U"IO " ..1. _.__. I_._J__J__ CUl5lurnu,', NIIIl. '-)/11)1'.1 () . L {.'~l.._l~.._(__.______ ~ltuul AlhJlU15b I'.' l ( (..' Ie In'!;. (.J)!.'_!!......_.!J!!. (;,Iy 1,1, ,/, :~ ,. I l..'blJ-~; 00 __I/?'___ I...J~D:_- PhulIl.I (Ilullu'l . '/ :u'll ~_ .C.JJ.t..!k.. Oohllll)' 0.,. -----Ir--J.---.. (.11, ..,1/, (Wo..) pnlCE ';cl' ...)1J,','",'L --.----..-.--r.~"l, . Ii, (~'() /'0 '1)-:~-'-;-:-:;~;-;:-l;=7' -- :1~\( ------ . - 1~-.1.1;..71.-m_-_C----- -L1-I:.~"-'l-t--t..L-..-w.,,:.,'l-:-:'/)- ... ::7"'..1.. --.. , ....--.--. --.-.-. .---.. -- --.. _......- ---- .... I (1,1"1 i:T ._./J.~~L~-,-".!ll~ ~-'._---- -~-- ....- --- ..- .-.._-.-.- '_.-."-'_.-- .---.---.-..,------. TRAILER 7.-:, ,,(.__~?:. ___.'Li}< ,/.j______..._.._.Ll/I~~____ SERIAL N t.?r I -U.d. ~ ~=-LLS.J.~] '/L/.'-.__ _______ TIE DOWN STRAP SPARE TIRE TONGUE JACK HITCH BEARING BUDDIES TOTAL J I..:,. /(__:...1..' I: I -----..--.----.------ ------ ,--.-- -~/f'-" :~-,...--.-_.--..---.-:.-/-..-.-. ,. to lhe..... diMlCl1Ded ~~nllh" bllI.n.I,"~ 10 Ou.,.. .o.n lJu'fl" h.. m.... pe~ In NIl !of lht IqUlpfMnl ~ cen~~~~~!.!.t!~~-'.~ Ihe f"m,.nd Condi!.~~~~' b.~ ~_um.n.I_._~_~v~~_._ ~~!.~_I~~y._~~~II.~"corJ!!:l!~!.:d_~!I.P_~,~. ~1_1.'~I~ ~~ Buyer tertII... lhe 10UOWlog: 1) hll,h. IS 011-0-1 eo- 10 Inl., Inlo Ihll 1Igt'eemet\li 2) lhe above deKflbed equipmenl .nd In.uranu II' applicable) NV' bien purc:hued wMunla,lly; J) Ii'll l'l~jn it I'" Irom .11 Illns .nd enc:umtwlN:lN Olhef lhen thorN 1I111d hlrtln 8uyef .... Ihll .n PfoY'llonl 10 Ihll Agr..mlnl (1r\(luding Ii'll hrm. and CondI!lont 0tI lhe rev.... IKM htftol) "' MVI,tbtl. II Iny pt"OV11kwt .t hekf to be inva"d, II thlll not ,"kt lhe nth., pt"ovItkml, whICh .1'1111 De gtven ru1~_~~_~~_~~~I. _~ ___.____-n _ ___.. ____._._._.____.____ TRADE-IN DEB.r TO BE PAID BY II OEALER [:i CUSTOMER ______..J_~_~~c::~._ __..0 __..._ ____.DEAlER Not Valid U"..... $lvned ."" Ac::U91M b, In Ofht.... ul Ih. Cumpt.n, I BV _.._____0__ ____ .._.. "rIP'..... S\AlflCIIO KCotIpIarIC"l II' IlnaMInV It., baoll Of "~ (OftlfIIItl., . '., ( I . .." J <I /rJ() - ._J-I..L:..____ The 1*1...10 11'11' Agf'" m.,,1 "I I"ar. 'I'll' Ii'll ,,1Id.ln allowtne. Of IhI ,>>Ulch... pUCt IheMf! abovo mt., reqult. ad. jutlmtnl P'Nluanl ,0 IhI ptOYtalon1 of pe.t1Q'tpN !I, ft, 1, and II 01 1M T ttma a,.j Condlhonl on lhl ,..,.,.. I'" 01 11'111 doCullMnl TIIADE IN MOTon SEnlALI/ I . $--/---. ~ 0...A.--..~:---::.-~=~~-__ __=: DOAT srlllAL /I --_.__._-----~- TRAILEn _...- .. .... -. SERIAL /I $ _.____0_---. MISC $ . ...------- ..--.-.----.--- J TAL ALLOWANCE ~._.._,.~._---.---- $ o~o._.. ~____.___.___.._.._. CASH . SELLlNG_pn~C.E.___.__ __ $_I-'I.J.!!l!. TRADE ALLOWANCE $ - ... .------- NET DIFFERENCE $ -..--....-......-..-.-.-... FREIGHT & PREP $ ---_._----+- .._.---_. PROTECTION PLAN $ .. I. .--.-- ACCESSOny $ ~O...._..+_____ .TA)(ilOLE ilMOIJI'lT___.J 1'1. 7Ot>. __~~~~.s_~~~_______ $? 1f l. . PAYOFF $ . -. ----.-.----." DOC & FILING FEES $ ..___.._..____ '_.0_-"'- TITLE. !A_GS, REGIS!_R-"T~~$~.Q....... TOTAL u.___.___$.J~;..li.?-~ _~E.':()SIT_,tI~:".r.~ '" 0/1' $ I ! ~ 7t 7 DUE ON DELIVERY $ _ r)- .~ .. ... ..' .. - -_.---- UNPAID BALANCE ~. <>- PAYMENT SCHEDULE MO. $ X LIEN HOLDER: SALES Oil Den II I, OA WE, ttEREBV ACKHOW~ Maw-r ~ A CIOfJY Of' ~ CIIIDm'''' THAT I. Oft WE. HAVE MAD THI! BACK D" THIB A_....T. I, 0f'I WE, ALBO AONI THAT THI! 8ALAHCII WILL _ PAID BY 0 CABH. IJ BAHK DRAFT. U celn'P1ED CHI!Q(, Oil BY THE IJLlCUTlON 01' ,. fl RETAIL INBTAL. 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It . .... .ccrol\ll/lo ct C u; t11 e-'- ,4~ :JQ 111 OIt: E'" 0. ::ro~Q)~E 1/1' ":l> C :'j-"'- r: cO.;:.n Qj rocoo=>u:Jn.'_. OJ:: V1IU o:Jor:c... UUC>U'::lU:!OO ...H/HU 0 Z zg.a:~~..Q ,L e,rlCh"f'ab onlinG iI/vest;' 'T .. .. . u.._+. . I I':. n(;IIW^,1 ClIN'I'H I II IJ'I'll !IY II\^ Statement I AccourfrN'liHil~Il;I'^x-'ill.NI~~!I-I;lll :~'-.";r.ill'olicovi;.iil;uu--J [1:'\51: STI\T.;r-IEN:rl EL 303?-%02 l')1I<16-1I~1I:1 .IIJN I - ,IUN :50 1')')'1 ---------+-~- _._--_._-.--------.~-_.._. ---_..-~_...-.- --~_.__.... PAGI; [__...__u___..._____'.. .. TITLE OF ACCOUNT --=.:'=':-=--=-J [';lJ~;I'OME'ISI:llvici;-.I:(;ii YOliii 'Ac'c.oIINT- 'I DAVID 0 EUEIlELE UTA CHAIlLES SCHWAll /I, CO INC IRA CONTlIIUUTOlIY OTD 115/011/9'/ 1010 CIII;LMSFOllll 11II MECHANICSIlUIW I'A 1'/055-?192 1'.0, 1I0X '/1I?2 SAN F1lANCISCO. CA ')11120-9212 E-MAIl, IS FIlr.E. CAl.L WITlI TIM~ CI\ITICAl. ISSUES ONLY. 1100-362-6'/0') NO FOR QUESTIONS, CONTACT E.SCHWAB CUSTOMER SEIIVICE BY SENDING A SCHWAB E"MIL, NU STATUG OF KEY VALues AS OF JlJN ~O 1997 ACCOlJNT TRANSACTION SUMMARY Investments OWllcd Money Fundu Dolnncc Not Portfolio Value Ending Cash Balance TOTAL ACCOUNT VALUE $7() I ~)OO. 00 ~32,510.60 ~109,OI0.60 $.00 ~109.010.60 $32,510.60 OPI:N I Ne; CASII lIAl.ANI;I: Money Fund Bcdcmplu I.lvcstmcllt Income Other C,'edit. Totol Credits Illvcstmcnt Purclln~cs Money fUlld Pllrcll/Rclllvcst Tot 01 Oeh it. ENDING CASII BALANCE ~.OO ~6,604.95 $16.00 $39,099.55 $45,720.50 (~6.604.95) 1~39,115.55) ($45.720.50) ~.OO Total Funds Available I,INVESTMENT INCOME SUMMARY ~OURCE OF INCOME Money Funds Dividends RATE SUMMARY AS OF 06/30 CURRENT PERIOD YEAR TO DATE $16.00 $16.00 MMF Yield> rEF Yi.ld> GSF Yield> STF Yield> e.Schwab Yield Margin Loan Rate to 5.00X 3.44X 4.0n 4.00X 4.79X 7.75X 0.75X N 7 Day Annualized Yield. Please see reverSQ for mora information. IRA CONTRIBUTION SUMMARY For Tax Year 1996 For Tax Year 1997 CONTRIBUTIONS $0.00 $0.00 ~OVEJlS ~O,OO $0.00 PORTFOLIO POSITION DETAIL CATEGORY STOCKS LATEST QUANTITY INVESTMENT DESCRIPTION PRICE MARKET VALUE C Long CNV+ 700 CONV lILDGS I NC INCM SHRS 9.5625 $6,693.75 INCOME SlIAJlES C Long CCR .500 CO lINTlIYW I 01: Cllf:OIT INOS 31,10'/.5 $15,593.7.5 C Long GnI :lOa c;ATI;WAY 2000 INC: 32,5000 $6.500.00 C Long Gn: 100 c; T I; C:OIlI'OIlAT I ON ',3.0'/50 ~4, 30'/. 50 C 1.0ng IBM 200 INn. BlIS lNESS MACIIINI;S 'i0.?500 $18,0.50.00 C I.ono MSFT :l00 M 1 CIlOSO!'T COllI' 126.3'150 n5,275.00 C Long 32510,60 SClIWAB MONEY MAIIKI:T FUNlJ 1.0000 $32,510.60 IMONEY FUNDS . > > CONTINUI:O ON NIXr PAGE > . > t,'hd""".hV/"',,,r,'h "''11.1'111'''''''\'"'''1'''1~r 'II iii '/lli',1 ',11'1 II iI'. ',lldl r.11 r'll IrH I,FI\\/1I11 iN I'. I' I '.' p"... ".. ~ ". ~ I ,. h,,'" If- 'r', ,Il" ,.>1 ,"" ,,, ,,, '1'," ',0,. . ,""" 'I I.,,. .... ""HjI'~ e . st!h ?b on/me Investln! r >; _ "''''''' ,,,,,,,,_,,,,,,_ ^,,"O,,- -1_ Statement ACCOUNT NUH8ER TAX 10 NUHllEIl EL 3033-2246 198-36-0363 [-'-I>latIOD COVEIlEll I LAST :i'l'ilTEHEN] ~AGE [Dl:t: 1 - DI:t: 3\ 1')')6 NOV 1 ')'J(, 1 --~.."._.._--_.__._-------.._, --.-------- .--....--- ITITLE OF ACCOUNT----- DAVID 0 EIJEllLE 1018 CIlELHSFORD DR HECIlANICS8URG PA 17055 ----'\ rcusl'oMl:ii-6l:liVIC~~oii YOUIl ACCOUNT -I 1'.0, POX "102;>' SAN fRANCISCO, CA 94\;>'0-9212 f.-MIL IS FIlEE. CALL WITlI TIME ClliTICAL ISSUES ONLY. 000-362-6'/89 UN FOR QUESTIONS, CONTACT E. SCIlWAB CUSTOMER SERVICE 8Y SENDING A SClIWA8 E-HAIL, UN STATUS OF KEY VALUES AS OF DEC 31 1996 I\CCOUNT TIlANSACTION SUMMARY Invostmcnt5 Ownod Not Portfolio Valuo Ending Cash 8alanco TOTAL ACCOUNT VALUE Chango in Value from 11/96 Hargin Account Equity Funds Availablo Margin Account Chockwriting Limit ~ 155, IJrJU. 'I!) G155,990.75 ($43,910.0ftl $112,088.71 ($1 ".69.26) $107,901.00 $38,669.00 $38,659.2.ft OI'I:NIN(; CMill IIAI.ANCI: IllvCslmcl\l S~llcs Invcatmcl\t Ir\comc Totol Credits Investment PurchaseD Margin Interest Charged Total Debits ENDING CASIl 6ALANCE IINVESTMENT INCOME SUMMARY ,OURCE OF INCOME FEDERALLY TAXABLE Cash Dividends Credit Interest Earned TOTAL INVESTMENT INCOME PORTFOLIO POSITION DETAIL CATEGORY STOCKS M Long M Long M l.ong M Long M LonU M Long M Long C Lon~, M Lonu M Long M Long M Lonu M LOIIU AMP AZR GTE IIE:T lAD I.LY LU PETO PMllX SIlC SEIC SEW WFMi ITotol Mkt Value Cash Accl Not I'ortfolio Value "(h...I.,'."...,I1,l,.'" I,,, ",.",..,j "" ,..' l" ""II\~I"" (!il!i,6nO.~n) GI6,606.98 $17"1.75 $16,984.73 1$44,999.75) ($206.74) ($45,206.49) ($'.3,910.04 ) RATE SUMMARY AS OF 1;>.131 [CURRENT PERIOD YEAR TO DATE TEF YieldN 3.29% STF Yield' 4.69% e .Schwab Yield 4.63% $17"1.75 $1.'.\3.25 Margin Loan Rate 7.50% $.00 $3'. .26 to 8.50/. $17"1.75 $1, '.'.7.51 . 7 Day Annuolized Yield. Plcnsc see l'CVCl'SC for more infol'mat ion. ($206.7'. ) 1$1,063.45) QUANTITY 300 1000 600 500 500 300 9./ 1000 1000 300 500 500 500 $l.,lU'/.50 INVESTMENT DESCIlIPTION AMP INCORPORATED AZTAIl CORP G T f: COIWORAT ION IIAlUlAlI' 5 I:NTMT INC INLAND 5'I'I:I:L IN05 INC LILLY ELI & COMPANY LlICENT TI:CIINOLOGIES INC PETROLEUM OI:VELOPMI:NT CP PIIAIlMACEUTl GAL MKTG 5VGS 5 II C COMMUNICATIONS S E I COllI' 5 [NGUl COMI'ANY N V r WIIOLl: rOODS MAIlKI:T INe LATEST PIllCE 38.3"150 7.2500 f,'i.3"150 1 'i .Il"l~>O 20.0000 73.0000 ',6.2.500 f.. 1875 10.3750 51.8750 22.2500 22.3'/SO ;>'2.5000 .M.. lotill MJtl V~,lllC M.\ruil' Acct ~1!>~J(jf)8.'/~) N N N COUTINUED ON NEXT PAGE . . . '.11 1.1 \'! j..' ,I '-II 'I II IP ',1,\11 ~.\I r J I II jl ' 11-'1.'\/1111 II I HARKET VALUE $11,.512.50 $7,250.00 $27,225.00 $,),93./.50 $10,000.00 $21.900.00 $'., '.86.25 $4,187.50 $10,375,00 $15,562.50 $11,125.00 $11,18"1.50 $11 ,250.00 $ 15 1 , 8 11 ,25 "...",t.', f-j.."" v,..~ ',10. It I., h,III'I~.ltw otIl,j nil....' I''''w '1.01 Iln ~ .~wt ,>pI"'" ...\I'_jl" ... .schiab online tflVestin{". \ Statement I':, ~CII\/Ali I NVE~TMI':NT ACCOUNT ~CCOUN-T NUMDEIl TAX ~u NUMBER [-~---Pr.Riou Govi:-ii~-\ [1./\S'l:STA:rEMENT\ t P;;G~ 1 EL 3033-ZZ4ti l'JO-36-UJOJ JAN 1 - ,)AN 31 1')')'1 IItG 1')')6 I _. __._.__.~.._ ____. _____._.__.__~ _0___.__________,______..__ ~-- ITITLE OF'AccoUNT -----------------1 @.USTOMEII sEllVIr:i;'~:OII-Youii-ACCOUNT I DAVlU 0 EDE)ILE 1010 CIIELMSFOIlIJ 011 HECIIANICSDURG pA 17055 I' .0. DOX '/IIZZ SAN F1IANC ISCO, CA 9't! zo..n 12 E-MAIL IS FilEr;, GALL WITII TIME ClllTICAL ISSUES ONLY, 000 -36Z -6711') UM FOR QUESTIONS, CONTACT E. SCIIWAB CUSTOMER SERVICE BY SENDING A SCIIWAB E-MAIL, UII Invcstmonts Owned Net PertfoIio Value Endino Cash Dalance TOTAL ACCOUNT VALUE Change in Value from 12/'J6 Margin Account Equity Funds Available Maroin Account Checkwr\ting Limit $151J,/t07,~~ $151),(tO".~'J ($'1", 160.:~6) $115,21,7.19 $3.156.'.6 $110,312.00 $30,751.00 $30,7'tl.19 ACCOUNT TRANSACTION SUMMARY OPENING CASII lIALANGr. Invcnlml!ul S.des Illvl.!riLmcnl Income TtJlnl Cl'cclits Investment Purcl\as~s Margin IJ\tcrcst C)\argcd Total Debits ENDING CAS II BALANCE ($43,910.01,) $ ~, 3 I "I, 52 $226.00 $5,51,3.52 ($5,1,79.95) ($313.09) ($5,793.61,) ($1,'..160.36) STATUS OF KEY VALUES AS OF JAN 31 1997 I.NVESTMENT INCOME SUMMARY SOURCE OF INCOME FEDERALLY TAXABLE Cuh Dividends RATE SUMMARY AS OF 01/31 CURRENT PEIlIOD YI::AR TO DATE TEF YieldM 2.06~ STF YieldM 4.M~ e .Schwab Yield '..59Y. $226.00 $226.00 Margin Loon Rate 7.50~ to 0.50~ . ., n~y Anl\\lali~ed Yield. Plcnse sell l'eVeL'SC fOl' mol'C infol'mntion. ($313,89) (G313.69) PORTFOLIO POSITION DETAIL LA'lIOSl' CATEGORY QUANTITY INVESTMr.NT DESCRIPTION PIUCE MARKET VALUE STOCKS M Lono AMP 300 AM P INCORPORATED 40.7500 $12.225.00 M Long AZR 1000 AZTAIl CORP 8.0000 $0,000.06 M Long GTE 600 GTE CORPORATION '.7.0000 $26.200.00 M LOl\g IIET 500 "ARIlAII'S ENTMT INC 19.5000 $9,750,00 M Long lAD 500 INLAND STln, INllS INC 19.12!jO $9,562.50 M Long LSI 200 1.51 LOGIC COllI' 3'..7500 $6,950.00 M Long LLY 300 LILLY 1:1.1 & COMPANY 6'1.1250 $26,137.50 M LOl\g LU 97 LlJCf:NT TECIINOLOGIES INC 5'..2500 $5,262.25 C Long PETD 1000 PETllUl.l:lJM DEVELOPMENT Gf' 't. U750 $4,675.00 M LOl\g PMRK 1000 PIIARMACr.lJTICAL MKTG SVCS 9.6750 $9,675.06 11 Long SBC 300 5 II C COMMlJN 1 CAT r (INS 55.0000 $16,500.00 M Long 51:1 C 5cn S f: r 1 NVI:SHII:NTS CO 20.0156 $10.007.60 M 1.0nJ 5EW ~)liO S IN(il:1l CmlPANY N " F 16.R-/50 $B.'t37,50 M [,OI,U WFMI 200 WIIOLI: )'OOIlS rIA!."I:'1 INC 111.1250 $3,625.00 Totul Mkt Vi\luc Gush Acct Net Portfolio Value $'_, n'/!). co MMMM Trltill Mkl V*,llIC Mil~ul'l Acct G15r), '.07. ~)!) $ 15".532.55 _.---_.'.~.- -.. ---" - ,. ,.------. ..-- M M M CONTlNUr:o ON Ni:XT PAGC M . . tl(h..I'I'~ "''''41>.\' " II" r',nl~,l'>l' '''' "'....1 1'41." ',i I HI I,ll'" ,I ',II'i I ( Iii '.1/'111\.',1 f'IIIt'1I1 )H~.\,'II( III f.l, ",I." ~j.,... ,/,"~ ' I'" ~ 1 ""'.+r"I" In< .II~I ",I", I""" 'l"~ \1<,," oH"t ''1,1.",,,,, h.M>o)l'\ e.syn"'fBO 0111111& IIIVUSlIIllj .. -/- _____u_u__ L ;)LdLt!1 I Il:!l IL I';. HCIIWAIl lNVEHTM1;NT M:COllNT \ ACCOUNT NUMBER TAX ID NUMBEll EL 3033-2246 198-36-8383 PERIOD COVEIlED JUN - JUN 30 1997 LAST STATEMENT MAY 1997 E33 fTlTLE OF ACCOUNT . DAVID 0 EBERLE 1018 CHELMSFORD DR MECHANICSBURG PA 17055 ~ICUSTOMER SERVICE FOR YOUR ACCOUNT P.O. BOX 7822 SAN FRANCISCO. CA 9~120-9212 E-MAIL IS FREE, CALL WITII TIME CRITICAL ISSUES ONLY. 800-362-6769 ~.. FOR \ j). ,. QUESTIONS I CONTACT E.SCHWAB CUSTOMER SERVICE BY SENDING A SCIIWAB E-MAIL. ~~~ InvestMents Owned Not Po.,tfol1o Vnluo Ending Cash Balanco TOTAL ACCOUNT VALUE Chango in Valuo from 05/97 Msrgin Account Equity Funds Availablo Margin Account Checkwriting Li.it $1~7,058.85 $1/,7.058.65 ($19,202,9~) $127,655.91 $6.70/ .60 $127.656.00 $55.201.00 $55,186,99 ACCOUNT TRANSACTION SUMMARY OPENING CASIl 6ALANCE Investment II\como Oth..' C.'odits Total Crodits Margin Interest Chnrged Other Debits Total Debita F:NDING CASIl BALANCE (G 19,245.69) $155,"" G39,099.55 $39,25~.99 ( $112.69) (G39.099.55) (G39.212.24) ($19,202.94) STATUS OF KEY VALUES AS OF JU:I 30 1997 IINVESTMENT INCOME SUMMARY JURCE OF INCOME FEDERALLY TAXABLE Cuh Dividends Credit Interest Earned RATE SUMMARY AS OF 06/30 TOTAL INVESTMENT INCOME $155.26 $1.19~,61 $.16 $2.44 $155.4~ $1,197.25 TEF Y iold~ STF Yield~ e, Schwnb Yield Mnrll in Loan Rato to 3. 44~: 4.80X ~, 79X 7.75X 8.75X CURRENT PERIOD YEAR TO DATE ~ 7 Ony Annunlized Yield. P1CDSC see reverse for more information. ($112.69) ($1,009.65) PORTFOLIO LATEST CATEGORY QUANTITY INVESTMENT DESCRIPTION PRICE MARKET VALUE M Long AMP 200 AMP INCORPORATED 41.7500 $8,350.00 M Long AZR 500 AZTAR CORP 7.0625 $3.531.25 M Long GTE 600 GTE CORPORATION 43.8750 $26.325,00 M Long HET 500 IIAIlRAIl'S ENTMT INC 18.0000 $9,000.00 M Long lAD 500 INLAND STEEl. ums INe 26.1250 $13.062.50 M Long LU 97 LUCENT TECHNOLOGIES INe 72.0625 $6,990.06 M Long PENN 300 PENN NATIONAl. GAMING 14.8750 $4.462.50 M Long PMRX 500 PIIARMACEUTICAL MKTG sves 10.8750 $5.437,50 M Long SBC 300 S B C COMMUNICATIONS INC 61.8750 $18,562.50 M Long SEIC 500 S E I INVESTMENTS CO 24. 1250 $12.062. SO M Long SEW 500 S I NGEIl COMPANY N V F 19.0000 $9.500.00 M Long SUNW 800 SUN MICROSYSTEMS INC 37.2188 $29,775.04 Portfolio Value $147.058.85 ~ ~ II CONTINUED ON NEXT PAGE II ~ ~ I.' h~.h \ '"1.",, ,I'.'" ., I", l'p,"'"lnl1.r,,'!"'ll"'I"" ')It HI IJIP',1 ',11 "I 1\ ,'1', ',1/,11 ,','tl'j' I: ;,1 ,i.fJ,\111 ,II ~', '! ,I ,., ! j, ",. -t. ".. ,II . . I .' " "1'1". I,~ .1"<1 ",I .'II,,,r. 'I' ,: I'~. .1,.,1 "l T,')I' ~"t"~"J'.\ ~harles Schwab - ACCOUNT NUMBER TAX ID NUMBEIl IIG 3033-2247 190-36-0303 \TITLE OF ACCOUNT DAVID 0 EBEllI,E 1018 CIIELMSFORD DR MECIIANICSDURG PA 1'/055 I l-- Statement SCHIIAll ONE ACCOUNT - ~PEIlIOD COVl::llED~ [LAliT s'rAl:EMEIl311'AGE \ JUN 1 - JUN 30 1'}'J'/ MAY I'}')'/ 1 ----~----- ...-..----- IIOFFICE sERVIN-U-YOUIl ACCOUNT 17 SOUTII MAIIKET SQUAIlE STE lA IIAnIlISBUIlG PA 17101 1",111",111""1,1"1,1",1,1",111,1",,1,1,,,111,,1,1,1,,1 II" FOR QUESTIONS ABOUT TillS STATEMENT, CALL 1-800-1.35-4000 111111 ACCOUNT OPENED IN, 1995 $59.162.50 $59, 162.50 $7,618.69 $66.781 . 19 ($1,227,47) ACCOUNT TRANSACTION SUMMARY OPENING CA:;II BALANCE Inv~5tm~nt Income Illvcslmont PUrCll"9CS ENDING CAS II BALANCE $1 '..158.66 $349.24 ($6,889,21) $7,618.69 STATUS OF KEY VALUES AS OF JUN 30 1997 InvestMentll Owned Net Portfolio Value Ending Cssh Bslance TOTAL ACCOUNT VALUE Chango in Value from 05/97 Margin Account Equity Funds Available Mergin Account Chockwriting or VISA Limit .riVESTMENT INCOME SUMMARY SOURCE OF INCOME FEDERALLY TAXABLE Cash Dividonds Credit Interest Earned TOTAL INVESTMENT INCOME PORTFOLIO POSITION DETAIL CATEGORY STOCKS QUANTITY 1050 200 600 M Long M Long M Long Net Portfolio Value AMP LSI PENN DETAIL TRANSACTION QUANTITY 111111" '02 123 IU6127 L..... Cosh Dividend Bought 06/18 Credit Interest $66,701.00 $'.6.07'..00 $'.6,590.00 RATE SUMMARY AS OF 06/30 CURRENT PERIOD YEAR TO DATE TEF Yieldll 3.44)( STF Yieldll .\. 80)( Schwab 1 Yield 4.79)( $299.00 $5911.00 Milrgin Loan Hute 7.75)( $50.2', $160.'.3 to 8.75)( $349.24 $766.'.3 II 7 DilY Annual izcd Yield. Please soe reverse for mOl'C information. INVESTMENt DESCIlIPHON A M I' INCORPORATED LSI LOGIC CORP PENN NATIONAL GAMING LATEST PIlICE '.1.7500 32.0000 14.8750 $43,837.50 $6.400.00 $8,925.00 MARKET VALUE $59,162.50 DESCRIPTION PRICE AMOUNT 200 Opcnil\g Cash nnlal\cc A M I' INCOIlPOIlATED LSI LOGIC CORP SCIIWABl INT OS/29c06/26 Ending Cdsl\ Balance $14,158.66 $299.00 ($6,889.21 ) $.50.2'. $'1,610.69 3'. .0000 ----------.------.-- If.) ChArlen Sr:hW.lh & Co, In(; II II II CONTINUt:D ON NEXT I'AGI:: II II II ~;f.F. flEVEfl~l ~IDE rOil" rATE.MUH INrOIlMATlON PO 1/,023D MI!rnhl~I ~jl'w YUlk Stock E.~Cflilt1'.lI1. tnr: Ilnd nllHH pllncqhll !ilo(;k ilfHI op\lon eu:tHlnol'S Jlarles Schwab ACCOUNT NUMBER TAX 10 NUMUER IIG 3033-22',7 196-36-0363 .-- l!.ITI.E OF ACCOUNT DAVID 0 EtERLE 1018 CUELMSFORD DR MECIIANICSBURG PA 17055 I I Statement 5CIl\/,\Il ONE ACCOUNT ~---"----\t--- \[-~ PUllon (;OVl:llED LAST STATEM!:;ln I'AGE --. .--- ---- . JUt. _~~~~U~ _~_'n~:~!~_ un JON__~2~~~_ -----' I \oFFICE SEIWING YOU" ACCOUNT ''I SOU.nt MARKET SQUAR!:; sn; 1 A IIAllRISBURG PA 17101 1."111,..111,..,1.\,.1,1",1,1,.,111,1,,,,\,\.,,111,.1,1,\,,1 MU FOR QUESTIONS A80UT TillS STATEMENT. CALL 1-800-',35-4000 ... ACCOUNT OPENED IN' 1995 ACCOUNT TI~NSACTlON SUMMARY STATUS OF KEY VALUES AS OF JUL 31 1997 I InvestMents Owned Not Portfolio Value Ending Cash Balance TOTAL ACCOUNT VALUE Chango in Value from 06/97 Margin Account Equity Funds Available Margin Account Chockwriting or VISA Li~it INVESTMENT INCOME SUMMARY SOURCE OF INCOME FEDERALLY TAXABLE Cash Dividends Credit Interest Earned TOTAL INVESTMENT INCOME PORTfOLIO POSITION DETAIL CATEGORY STOCKS QUANTITY 850 200 600 M Long M Long M Long Not Portfolio Value AMP I.SI . PENN ~._------~--_._-_.- $7,610,69 $9,202,83 $49.06 $9.251.89 $,00 $16,870,58 $60, ',h2, 50 $60, ',62,50 $16,870.56 $77,333,00 $10,551.69 UPI.NING CASU BALANC!:; Invcstmcl\l Sales Invcstmollt II\comc Totol C,'ed its Totol Debits ENDING CASU BALIINCE $7'1,333,00 $53,561.00 $53,561,00 ({/ITE SUMMARY AS OF 07/31 CURRENT PERIOD YEAR TO DATE TEF Yield. 3.09~ STr Yield. 4.80~ Schwab 1 Yield 4.82~ $,00 $598,00 Margin LOUI' Rate 7.75~ ~"'9 .06 $217.,,9 to 8.75~ $49,06 $815.',9 . 7 Day Annunl izcd Yield. Please see reverse for more informat ion. INVESTMENT DESCRIPTION AMP INCORPORATED 1.5 I LOG I C CORP PENN NATIONAL GAMING $60, ',62.50 LIITEST PRIC!:; 52.2500 31.5000 16.2500 MARKET VALUE $44,412.50 $6,300.00 $9.750.00 .----.---------.-- ACCOUNT TRANSACTION DETAIL DATE TRANSACTION QUANTITY .)lMJlM 07/16 Sold 07/11 07/30 Credit Interest MMMMM I Ch;ulo" Sr.hwah A Co ,IIII': 1'031:180'1 DESCRIPTION PRICr. AMOUNT 200- Opcnin~J Cash llnlollcc AMP INCORPORATED SCIIWAIlI INT 0612'/-07129 Endil\U Casl\ ni,la.\cc ',u,5000 $7,618.69 $9.202.83 $49.06 $16.870.58 ---------.------- --------- M .. CONTINUJ:ll ON NIXr I'Mil: ... ~if.[ fiE V[n~)[ :)11>1:. FOn S I ^ l l M[NT INl CmMA lION MI'rnlll.'f N.'w Ynlh 5tor.k r.lH:h"noe,ln~. end ull)!!! IIlllldpal !\lo,-k RIlII opllon a.change.. , , , " " , i , , , EXHIBIT G " " , ,\ " 'i j i " I ~ c' ,; j I, 41$" r(I~"'1 . \:-I; T - SUNOCO" MASTERCARD~ 1'1011I Balik 01 ^lIIclica Mn,ch 17, I'J'J1 111.to:ASI': NOTE: Thl~ pnckul!c 1.1'!:l~C~ lhc lcllcl' wc IIlnllcd Ylll' "II MUl'cl. r., 11)1)7, The 1'l'eVi"U~ mlllled poekOlle elllllulncll eheek~ w Ih nn cxrlrnliun Ilulc ul' Muy 31, 1')1)6, We UPUlllllil.C 1,,1' uny incun\'\!'"i\!'IIC~, Dnvi.l n. I'hc,lo IIIIS ChollllNlill,llk Mochnllk.hllr~,1' 1\ 1711SS.21 ')2 1".111...111....1.1..1.1...1,1...111.1"..1,1",111..1.1,1.,1 Iloor DOl'i" O. Ehollo. YtU, kttow Ihlll usilllt you!' SUIIllt:H Mush.'ICUIII":ll.'lhl ,,:uIIIIU 1I111~~ /HII..:hllSl:S I.: illl)' nrlh~ 12 millilll' tl"!I..:hllll' Im:uliuns wh..:rc Mlllh:l('nul,s n\,:\,:l,')'Il.'11 hdl'! )'l1l1 1:1111I 1',1:1.: SUIIUt:11 ~.lIllil1hlll.'. 1'"11111 )'Utl know Vtllll' SUIIIU':U Mush:aCnll( en:,lil CUi'll \':un do cv~n mill\.' rUI' YUil' '("., hdp )'U" .~..:Ilhl.' Inll!'ill'lllll\ Y"llr n":":IHlHI. \VI.' IIl1vl.' pili h1lt.l.'lhl.'l' 1l1'''I.'I~nl.'11 Cnnlnl\:mh.:r'l5 Kit or nlhhliuIIIIISl.'l'vi..:..:s. Eu..:h 5"'lvi..:..: IS II hUIlI\\'''lklll~ Illllllhull.:lln hd!, )'1111 \Vllh >'llllll'~lliUIIIII rIlHlIlt;~K. l'''lui,I~1' II",: vlIllI~ 111111 l"lmV~ni':llI:c of: . 9.90/. Fhl:III\I'1t Chl,!~k!i.. cnd"scll )'lll1'!1 lilul tWll dtccks )'11I1 elln IIS~ hlllCCt.:55 your IICCUUllt. Simply fill ill nny nlnnunl up III your nvnilllhlt.: clIsh 111I111 IIml "5\.: Ih-.:'IU Ia~..: 1''':I~hHH'' eh..:eks. I\S h.m~ 115 )'UU liSt.: Ihe CI".:ck!i ht.:l,uc Mny 31, 11)1)7.lIu: 1).')% li~l.!,1 ^PIl is ~lIUI'unh,,',11i.11' liS hllllJ.lIlC yutllnk..: h11'1I)' nll'llu: ""'OUllt orll,,: ('hcck:i. ^Iullllllikt.: olhl..'cl\Hlillil1l.! chl.!diS, Ihl.:!ll.! l.'h":l.'k~ hil\'I: Ill) CUNh IUIVlIlIl....: Ii:..:. l'k'lIsc 11:111IIlIl': ":1Il.:hH':":ll 111"0..:111111: lor litlllh:luils, tl')"H1l1c..:,llllhlililHllIl eh~ek5.jmt let us kllll\\' \\'llh tlae Ch..:ck ll..:tlIlCSI FUIIII ellCl115Cd 1I11l1 \Yc'lIlllsh yuu II1Ule- IIh5l11Ilh.:l)' r,d:. ^thhli""nl Ch..:cks will hc 11":1I1\.'II"s 1\.'1;'.\11111 SUIIl)C,' Mnsl~ICIIIII "e":OIlIlI Ch\.'cks IIUtlc.. YUill' Cnulm':luhl.!r ^grccllll.!llt '. ,\lIdlllulIlll':III'd5 n thcN'S un cxlm ClllH~C In ~ivc othclS )"llIllcsigllllh: liS nllthmizcd users the eOllvcnh:nec orlh~ir own SUllocn Mnsl~ICnnl clcllil elii'll. JII:'i1 lill UlIt Ih..: t.:1lc1ns":II/\llllitiulIlIl Clint It":llll~st F'Hl\l, I . OI_Uuunll-">,IUI.'HII'I'ulccllnn l'llln .. Th...: uplillllull'u)'mcntl'IOI" pnwitl..:s I.ili.:, Disuhility tllullJn":lI1pluym..:nt inlunme...: ','r y"ur Sunm:l1 Mn5lo.!ICuIII nt;cUUIII hnlllllcc, Tl~ ..:nll1)' Ihi5 pC'IC\'; ul' mimi, Jllsl c,u"pl~lc th~ Enlt.1l1ml.:lIl Ponn hcll)\Y nmll..:hlln it USIU~ the cnvdupc pnwillcll. . 24-IlUlU' ,\.:t:uunt Inrul'lnnllun ..11')'01' Wlllll neetlUll1 th.:lllill":~UIlIiIl~ )'nur pnymcnt, n ehnr~"':, nr Yllllr nvnilnhlc erc,lit, enll th.: 1011.1'11.:': nUlllh..:1' Im:nlc,1 un th\.' hllck ufyulIr SUIII,II:0 MlIst\.'IClIlIl n1HI 0\11' Custl1U1..:r Scolviec l'rol\:5sionnls will he 11",,1 h) holp YUII. 1'1l.!1I5~ lei us knU\y il'w\.' \:1111 h..: UfllllY 1'1II1h":11I5SISlillll:C, I\nclthllllks "l~alU I'm ChU115ill~ Ih~ SUlIllCl1 MlIslcl\uttl er":tlil cllnl. '1m o Sign Here 10 protocl yoUl' 5unoco. Manereord. accounl balance In Ihe event 01 de.th. dl..billty or Involunta'l unemployment by enrolling in Ihe Group Credit Card In,urance Prog..m. The cost I, S9~ per $100 01 your monthl outstanding balance up to $5,000. enrollrnellli, voluntary and you arc Iree 10 cancel .t any time. Sirn Here ro Enroll (Eidler Cem/member may slen,) X Ilrthdat. (Mo,/O.1IYr.) / / 11)"""0.'. I I 1"11I1 milt'/: o( Co.C:(Jf"mr/Jl'Il~r nho 10 be coverecl (or ll(e IlIIlIfII/lce Bene"" Blrthd.t. (Mo,IO"/Yr,) I I 1339195S07192856 Dnvi" 0, I:b.rlc Illl S Ch.l",.ronl Dr, Mcchoni..blllJ,I' ^ 1705 tntrl'fmlt1"'~"'Wl~ '" ,. C:\oHICEIWPWINIWI'UOCGIO<JMlG' 1(;\[U~lIl[ I&l F Db/UOIY 20, lUOU EXPENSES WEEK MONTH YEAR , Health l 307,67 Automobile Fuel l Z!l.QQ Repairs l 250.00 Personal Clothing l QQ..Q.Q Food $ 594.00 Barbar/halrdra~6ar $ 2Q..QQ Credit Payments Credit card l 100,00 Memberships i Q..QO Loans (Camp HIli i 682.50 Property) Credit Union i Q..QO Miscellaneous Household help i Q..QO Child care i Q..QO Papers/books i ll.O.Q /magazlnes Entertainment i 250.00 Pay TV i ~ Vacation i Q..QO Gifts i '2MQ Legal fees i 250.00 Investment i a2,.QQ Expense Total Expenses i ~ i ~ i ~ 2 O'I,"I""ulul U,.I''''~~I~ 1'.1 n,.,."" ~'II "lit 1996 ,.." 1 040 U.S, Individual IlIcorno Tnx Return lobol Jal Ih,~, .,~" j.tlt'r 'I. 111111. IH ,.,..,. ,~. ~,,, 1"l"'I""1I l'''1I . II' P'r' 'n I" r'" ,.,. t ..... II ", '1.01,1, ." II"~ I r~' , "'''1\ ,,,,t.,,, ,Il) OMl3NQ. 'tJ4rl~OO1" YOlJr aoc;lill aocurlty numbor 1911-,6-031), PAVID 0 EUEHLE Un tho IflG 'ab.l. 5I)1JUliO'a tiQl:lo1l ucurlly numuor 1016 Clmr,M:jFOIW Din VI'; MECIlI\NICSllUHG, PI\ l'/O~'-'-;!ln 22 Arldtho amounlsln tho Inr ,j hi colullln 10f hn('!~ 71hl01l h 21. Thin In Otlf 1otallneomo 23a Your IRA dodutllon (500 lnstruchonG) . 23a b Spouso's IRA doducUon (500 inslrucUorm). 23b 24 Moving e'pen.... Anoch FormJ003 or 300J-F 24 25 One-h.11 oisell-employmenll.'. Alloch Schedule SE '.5 26 SolHlmpluyod heallh Insur3nco duduction (:$colrlGI,) 0 25 27 Koogh & soll-omployed SEPpliHltJ.II 5EP, ct10tk , ... 27 21 Ponally on Darly Wi\hdl ownl of 5.WIIlOS 28 29 Alimony paid. Aoclplonl's SSN ~ 20 30 Add IlnolS 2Ja Ihlough 20 . 31 Sublrnclllno 30lrom 11M 22 Thi(l i~ your ~dlu.!l.llIId gro",' I"(omo For Pr1vlcy Acland Piiperwork Reduction Acl Nollee, sot page 7. FIling I Status 2 3 Chock only 4 one bOll. 5 Exomptions 5. II moro lhlln 61)( dopondonls, 600lho Inslruct!ons lor IIno Ge. Incomo u b 9 10 \I 12 13 14 15. 16. Encloso, bUl do '7 nol aUoth, any 18 paymonl. Also, ploaso oncloso 19 Ferm 1040-V 20. (,eelhe 21 IllsllucUons fer IIno 62). AUoch Copy B o' your Forms W~2, W-2G, ond 1099-R he,.. II you did nol HoIOW-2. sootho InsllucllolUl lorlino7. Adjustod GrOS$ Incomo Ifllne31I, undtlr $20.49~ (undor $9,500 II a child dldn'l IIvo wIlh you), 500thCl InslruCUOnG 10' IInoS4. KOA --I:tld'c1\l Ihllill1c,'llnu ---- n~trlll: 101\11. ru:o 1)010011 2 Ilnu J In Ihe booklo1. VQ!\ No Nul,. C Ilu.k,ng '"'1',,- -X- ....,II"ul~...'"g')'ou, 1.1'1l' 'rll~(' )"1111 ....,,'.'l 00 you Willll $310 fjO \0 1l1lGlumJ1 Iln Oll'llchlln.don:; r)Wr. otlt'l1wnnl'!-'110(l)lllllllr,hlllrJ" X 5111gl0 Mo1rlled Idll1g JOIl\1 rolUln(uVon II OI\ly OllU llild 111LUIllUl Maillot.! hUng GCp&1lolo/0hJlI1. [nl" '1'IlUu'. r}~N .llll~t ,,"Io1I~'lIwrll hr',. .. liood 01 houl$uhold (......llh qunlllYlIlg pUI !ion). (GIJIJ IllUll U~1I011!.i ) 111110 qljojlllYlllU PC/tiOI\ IG J Cllllt.! bulllul ~'o\Jr dopundunl. onlor Ihl~ ,hlld'~ noma hOIO. ~ Qtj"ltllt1 wldowf)1 wilhdn ondlllll(hlld(lllllf,'lH,r.ndu'll "11) ~nnl'lr,lllll'IIf)lm) YOUIISCU. II your poronl (or 50m00l10 ellie) ,on tI.1illl you au 0 dupondo/ll on tllt~ 01 hur 1.1)( rulU/n, do nolchoc.k bOM Go. _b.-O SjJOlJl50 c Oepondcnt~: (,) FlIslnMm .} (4) N~;-;;(n'~ililh; hVI'Umyollf homo 1111006. Ntl. 111 ~nu' ..I"',jlrnnnl"'. I,t...ha, . lly,dy",lh )'all . U,"....tl'y'....,n. ~Ollll'~. In d'~lltt. OIIlP",han t".'"kl1uCI'on'l_ No. oll:o~" r.I>uk.lIanhn.. h,lIl1fb 1 .-'-....- (2fn'I~I;;;'lid:'1'1-1';''-t;I;l.j;iin >-- Gl.!nJllly 11l1l11bm.1I born mOp.c l')I)G.mlOlIml lor.1 nomo (3) OI'pl!lIdnjl\'lj rlll.111l1lltihlplO YOIl, Ot>p."".nl&"nf>t "tl't>n,..td.bo~._ .- ----.-.--- ------~_._._-_.-- - -,-~ --------- --- /I.ldnu",t>", ~~~',r.~:l~~ ~ 1 d TOlill ,,"mbor 01 O)lomI'1I0/l~ clnlmnd 7 Wogos, &0101100. llpa, ole. Alloch FOllll(GI W~2 @' 7 50 2,111. 6,369. Ta)lilblo 11110r051. Alloeh Schedule 0 II over $400 . TuoooxomplinlolU5l.DONOTincludoonhlloOil. . I Db I/., 39~ Divldund lI\como. AlIoc.h Schodulu 0 II ovut $.100 Ta)loblo rulundG, crudllo. or otlticltl 01510lu OIld IOCilllllCOIllU 1;1)10G (tilJlJ IIlr.lIudlontl) . Alimony locolvod BUGlncssl/lcomo or (1050). Allllch Schodulo C Ot C-EZ Copil., gOln or (loss). II required. .1I0ch Schedul. 0 , Olhor gains or (10$50:1), Attach Form 4797 TolallRA dlslllbuUons . U!!J -.-J b TnJo:o1l)lu .11l'1I)UIlI(r,uO Irml,) Tolal pOrHilons and onnUl\ioo . ill~ -.-J b Tilxol)IQ Ilnlounl (tiOO IIlGt.) Ronlilllool 001010, royolllQG, porlnc/Gllip5, Scorp%IIOll(l, lIusla., ulc. ^IIJch Scllodulu E . Farmlncomo or (Ios$). Alloch Scl10dulo F . Unomploymonl compon:sa\lon. . , Social socurlly bonolll$. .120a I b TaxJblu o1mounl (:ioe ll1Gt.) Olhor income. Usllypo and amount 00 soolns\lucllOna 9,623. .3,000. .~ 15,103. ~ 15,1 Form 1040 ('"" FOlln 10040(10061 32 33. Tox Compu- lallon 35 lIyouwanl 35 IlIolRSlo IigUlo your 37 10)C, 600 1110 38 Illsl,ucllons lor 11110 37. Credits 39 40 41 42 43 44 Other 45 Taxes 45 47 48 49 50 51 Payments 52 53 54 AII.eh Form. W-2. W-2G.ond 1090-R on pogo ono, Refund Huvo il50nt di,ocllylo your bonk Rccounl! See In51. and lillln 6Ob, C, and d. Amount You Owo Sign Here Koop a copy ollhls rolurn loryour rocordll. Paid PreparlJl's Use Only kiiA [)AV[I) 0 I.:ni''' AmOU/l1 IromllllU3' (odjLJMmJ t1'l)r>t1 illcom1r) .. Chuck II: 0 Youwu'U6f1otllllJuI, [] l3l1mJ,O 5ptHJaO\\'llntif/or UhJUI, Ar.Jd Illu mllllbol 01 bOllCJG chuckod abovu llr"J cnl~llhlJ lolulllC. 0 , b II you aruUllu,IOd 1IIIng t.icpOIUll.!ly UIlO youl t!poU~lJllu.nl'/lJ5 UlllhlClIOllliOl you 010 a duol-fili1lu5 nllll/l, GOO hwlruchollG i.JnIJ dll!(;k IHUII 'O'UII;ItI. ~ 33. ~ 33b 1 '!II - '\"i -1l31l3 J:l 1 ~1, l'-- wa' ----- _.__I[@ ",.{1 [J ~, ~ ;$ ~ @/, 34 ~ 5TI. I ~ ~ ~ ~ ,~ :w ~ 35 'W/; , .;/,0. 3S 37 W;, 30 I ~ ~;; ~ 43 44 45 46 47 48 49 50 ~ 51 ~ Pn n :I 103. 1;!, 731 . ;!,169 2, ~)50 . O. o. 0, o. 577. 577. 577, Und., p,n.lhU 0' ptrJIlIY, I d,cl." thU 1 hh" ,..m.n,d Ih"lflu'" .n1J .ttO"'pAny,ng "h,dul,. And .t.l.m,nl., And 10 11'1, bul 01 my knowlldgl .nd b.II.I, Ih,)' .lIlrlJ.. COllltl, .nd to"'pl,I" O'tl..,.hon 01 p"p't,r IOlh" lh.n lup.y")" bU'd on.1l mlo.m.hon 01 which pttp.,,' 1'1.. tn., knowl'dllf, 34 (ll!ln 1":l1\llOd t.lQduc:llt'1I15 hQ.11 ~jdll'l.hJIIJ A,IUIl) ;1lI, on Sll1l1dll,d lh:ducllon ~huwll bdv.', "JI ~'IHlI tdillq (,'.llIm nul t,uu thl' Ihu IlIlilluc\lOIHi II you t~hlJdl!d any bOil un hill! JJi) uluor t,Olllllllllll largor candauJ1 you 03 Q dcpcndu'lt. of . 511191u ~- $4,000 . M.J/IIl.'(j II1Inq l':lInlly 0' QU.JlllY"lfj WldOW(UI)." $6,10{) your: . I{ouu 01 hl.HJtillllOhJ -- $~,OOO . M,lt'IOtJ hlulg Gflp,lllllcly -. $:l,JCJO Sulltloclllllo J" IlumllllC :);?, 1I11llU J~? In $00," 10 Ulll1uti, IlIulllply :J,~!,rltJO lJ~' IIIC 11l1,11'llllllbtll (II t.'IIClllplllllltl d.IUllt:lJ till 11110 fid, IIhllu 3;! itlovll' $"0,410, fiCO tile WO'k~l\L'dllllhomM.lol UIO ,1Il10Lll,llu (Jlllul TaMoblo Incolllo. 5ullll.l'lhlllJ:Jl} honllulIl J5 It lUlU Jtj 1(>11101U UUlIIlInu Jr" unlol ..0" TiU. Suo Illlil,ucliQllll. Chock II lolnllllcludo511ny Illk hum a 0 Fornl(til 0014 b FOIm 01912 CllVJil lor c.;hlld OIllJ oupu.\dUIlICQ/O CllpCnc,cs. AlIilCh FOI1ll2"'" Clodltlor 11m oldorly 011110 dl6l1blod. AIlJ,h Scl1edulo n , F01ciOll I,l)! CIUdll. AlIllCIl form 1 '10 ., .. Qlhm. CIIllc.;k II hUll! 01 lJ fOIl1\:JOOIJ I,) U forlll/J:lUti c; 0 FOlfll0001 d 0 FOlm(6poclly) Add IInoB 30 Ihlough 042 Sublllll~llIl1o 043 hom IIno 36 1111110 04:} H\ mOlo tl1iln IIn(' 30. on!Qr ~O. Scll"Clllployrnonllax, AIII,,11 Schodule SE Alle,noU\'o nlillllllum lax. AII.1Gh FOlnl G2Cj I Social6ocUllly Dlld ModlC.l1fO tax all lip II1C0l11Q I1QIIC:pOllou 10 clllpllJ\'IJ/.I,lIm;/1 FOIll\o11J7 . Tox on qJalll!adlOlllQmOJlI ptollG, IIlCludlllg If\A5.11ICqUIIUU, UllilCIl FI.lIIll CJ2t.\ AdvanCQ oalllod incomo clodil p4y'mmla 110m Forr"(6) WM2 Houllollold omploymcllllallOQ. Allach Schcd\JIO H 39 40 4\ ,>~) '~~, " 47 55 55 S7 58 50 50. Add U/1OlS 44 1I11ouqh 00. Thl!S IHOIll lololl tax Fodololincomolox wlthhuld 110m FOIIl1:j W~2 olnd 1000 52 10960511111010d lax pIJymcnl5 ond OmOLJIl1 i11=~hcd 'rom 10De, ~J Earnod Incomo c:radll, AlllJch Gchodulu EIC II you 1I.1\'0 Q (jllt'IIIYI/VI ~ chlld.Nontaxoblooo,nodlncolllo:ornouIII.. L _~ ~ and Iypo ~ NO 54 Amounl paid wl\1l Form 4060 (01(IOn510/1 ,equest). 55 Excc!SG 50clal50cunty and AATA lax w.tt'hold (SOO Im'.1 ).. ,56 Olhorpoymolll:J.ChoGkllllon1 01 0 FOI/11.';430 bD FOIlll'11JIj 57 Addlil1M r)~ IhHHJC]h r,7 Thllr,n iltP. YOIII tol;11 pllvtl'lcnl~ II 1100 !lO ill mafO ltllUlllno!i\, 5ublrllClluw ~1 lfOmhrlt) ~O, nll~ m 111ll.UtlOutll yuu OVEnPAIO AmOLJl1tolllno CO you wrllll nEFUNOfO TO YOU. . . . . . b Aoullngnumbor 031000011 e Tvpo: fuhOCklllg 0 ~O\l;119~ d Aeeounlnumbor 5;! 8 9 5 9036483 96__J AmOllnlorllnoMyouWI1nIAPPlIEO TO 1997 ESTIMATED TAX .. 61 II Iln05115morolhl1n IIno ~O, 5ubllm;llinu ~o 110m 11110 ~1. Th1511S Iho AMOUNT YOU OWE. For dolallll on how 10 pay ilf\du5C Form 1040.V, liCC 1I15lfuction5. Eslimaled 1,'))( eMII Al:;o Indudnon li!1p. 132 51 62 53 63 ~ Your oignolul 0 'Information only - [)o not iil ~ Spouso's nignl1tUfo, II il jolnl ,olmn, 130lH rnusl5lgn. 'Information anI - Do not fil Proparor's ~ slgn~ Firm's noma (or YOLHS ~I sotl-omployod) and 8ddrons 0.10 Your occupation UNEMPLOYED D,,'u 5POU50':) OCCLJpaUon 0010 Chock iI 3/11 /9'1 ';011-001 HAND H [lWeK EASTERN TAX SERVI HARRISBURG, PA Form 1040 (1118) FD1040-2V 1.106 Jlo'", .soli..." C")'lIgM Ins It&n DtDck T.. S,rYlt", 'nc. P'oparer'lloclaJ aec:urlty no. 198-36-8383 43-1632899 17112-00 Form 1040 II"') PNC Il~AN IK. ('vlIlIal 1'.\ E-BERVL ENTERPRISES INC DAVID 0 EBERLE PRESIDENT lDl& CHELMSFORD DR MECHANICSBURG PA l?DS5-2l~2 5t.t...nt Nunb.r 11-11'6-'611 st.t End D.t. 17-51-'7 Account Nu...b.r T.x ID th"lInb., L..t st.t End DIl. 50-DO"b-itUI 25-l"QlOZZ 16-51-'7 ACCOUNT SUMMARY ~ AulIIl1 2,151.95 Previous I.lenel 1,554,55 Dlao.it./Credit. 2,0"'.00 !IlmIW: II DAIL V ACTIVITY Rlferlnce Chlek, .nd Dili EXDlln.tlon af Tran.ectlon Nulltb.r- other Debit. 06-50 YOUR PREVI~JS STATE"ENT BALANCE 17-07 CHECK 1115 26717.59 751.11 CHECK III. 26765128 ID.II 17-08 CHECK IllS 5Sl711l. 52.11 17-09 CHECK PRINTINU fEE REfUND CHECK 1112 26165715 '1.11 07-14 CHECK 1117 252.10.1 UI.II 17-16 CHECK 1116 25517175 62.79 17-17 DEPOSIT 215.7172 17-2~ CHECK IIII 27669191 71.29 07-25 CHECK IOU 21215Sn 56.02 07-2' CHECK 1109 22177599 5..55 17-51 CHECK lOll 2751110. 10.11 17-51 DEPOSIT 2.6SU61 CHECK loas 277.76.1 190.00 ACCOUNT INFORMATION "INl_ BALANCE AVERAGE BALANCE AVa COLLECTEO BAL CHECKS PAID 11e.26 1.222.12 1.2ZZ.12 II SUMMARV OF CHECKS Chick !MIIIu 1I1Z 1115 100. 1105 Dlt. A!IlIYn1 bill '1. II 17-09 52.10 07-as 50.00 07-07 751.10 07-IT D.t. AaRwrrl bill 62.7' 17-16 UI.OO 07-19 nl.oo 07-Sl 5..$5 07-29 Chick /IwloIIU 1006 1017 100' 1009 . Q~ In your chick ..qulnc. - - - - - U? L..t ,.,. Enclolur.. P. . II 1 for CUlto..r ServicI or curr.nt r.t..,elll l-aoo-~S7-?2r.2 Withdrlw.II/D,blt. .11 NI" ..l....c. 1,'72.62 D.pod to .nd other (red! h ..1ancI 1,554.51 69.00 75..51 702.01 7Sl.05 181.01 118.26 I ,5la. 26 1,'42. '7 1,906.'1 1.572.62 1,562.62 1.472.62 1,000.00 1,011.00 Ch..~ liIIIIlW: 1010 1011 IOU- D.t. WlIll WJI 71.29 07-2. 10; 00 07-50 56.02 17-21 ". IV. ANALYSIS The Pennsylvuniu Divol'l:e Codl: IHls two husk doclrlnl:s regurdlug non-Illurltal properly and the purchase of property during the course uf the Illarriage. The lirst haslc doctrine Is contained In 23 l'u.c'S.A. * 1.\50 I (u) und stutes: ......Muritul pl'llpl:rty meaus ull property ucquired hy either purly during the murriage ....EXCElyr (I) property acquired prior 10 the marrluge or property acquired In exchuuge for property uClluired prior tOlhe murrlage. property ucquired by gifl. except belwel:n spouses. bequest. devise or dl.'cenl." (2) The second busk doclrinl: is contained in 23 Pa.C.S.A. * 3501(b) whkh delinl:s thl: presumption us follows: "All reulor pl:rsonul propl:rty acquirl:d by cither purly during the murrlage Is presumed to be marilul pl'l1pl:rty regardll:ss of whl:ther titk is held Individuully 01' by the purtil:s in some form of co-ownership such as joimtenllncy. lenancy in common 01' tenuncy by the entirelY. This presumptionmusl bl: contradkted by elear and convincing evidence." See ulso Brown v. Brown. 507 A.2d 1223.352 l'u.Super 267 (I <)H6). Maddl:n v. Madden. 4H6 A.2d 401. 336 l'u.Super. 552 (I<)H6). As the fucts indkate. the Camp Hill properly was purchased during the last month of the murriage with funds obtainl.'d by Mr. Ebl:rle's molher. The hOl11e was purl:hased under Mr. Eberle's name und Ul nll time had Mrs. Eberle contributl:d tolhl: hOl11e. The money ulilized for lhl: purchasl: of the home wus placed in ujoint checking account for a period of three (3) days. Mr. Eberle willteslify thut this dl.'posit was done for convenience and not with an intent to gift the money to thl: marital estatl:. The Superior Court has addressl:d this presumption. as well as the pass-through of money in a joinl account on at1casltwo instunces. In Campbell v. Campbell. 516 A.2d 363. 357 Pa.Super4H3 (I <)H6l, the husband was gifted funds for lbe purchasl: of an Interl:st in the family businl:ss. These funds were passed through ujoint account and utilized for the purchase of the interest. The Court found that the purchuse of thl: business interest ....as unequivocally imended for husband and not husband and wife by the entireties. The Court also held that the pass through of the funds wus never intended to vest u marital imerest in the property. ThcrefOle. the Court found that money passed through the account wus non-marital. In a later opinion in Lowry v. LowJ:j:. 544 A.2d <)72.375 Pa.Super 3H2 (19HH). the Supl:rior Court deemed a dl:positmade to a joint account wus a contribution to the marriage. 2 \ Previous Image I I : Refilmed to Correct , Possible Error V. I I I I I : : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION-LAW DARRELL G. OBER, PLAINTIFF CHERYL H. OBER, DEFENDANT 3279 CIVIL 1989 IN REI EXCEPTIONS OF DEFENDANT TO MASTER'S REPORT BEFORE HOFFER. J. and BAYLEY. J. ORDER OF COURT. AND NOW, this Iq~ day of June, 1992, it is ordered that: 1. Marital property with a total value of $142,316 IS DISTRIBUTED to Darrell G. Ober and Cheryl H. Ober, as follows: TO DARRELL G. OBERI AIN Family of Funds Charming Shoppes stock Personal property in his possession Marital portion of his pension with State Employees' Retirement System 1976 Corvette GTO Kentucky Central Life Insurance Policy TO CHERYL K. OBERI Money received from equity line of credit on marital home W. H. Newbold's stock and dividends Jewelry and fur coat PSECU Account 0204420484 Account No. 10984, First National Bank of Mercersburg Account No. 2008751, First National Bank of Mercersburg W. H. Newbold Stock Sigma stock Marital portion of certificate of deposit purchased 6/11/85 Mercer County rental property 2. Darrell G. Ober SHALL, within fifteen (15) days of the V. I I I I I I I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION-LAW DARRELL G. OBER, PLAINTIFF CHBRYL H. OBER, DEFENDANT 3279 CIVIL 1989 IN REI EXCEPTIONS OF DEFENDANT TO MASTER'S REPORT BEFORE HOFFER, J. and BAYLEY~ OPINION AND ORDER OF COURT BAYLEY, J., June 17, 19921-- Darrell. G. Ober and Cheryl H. Ober were married on December 5, 1981. They separated in April, 1989. This divorce action was filed on September 13, 1989. A bifurcated decree in divorce was entered 0.1 November 25, 1991. An economlc dispute was submitted to a master who filed a report on April 10, 1992. Wife has filed exceptions to that report which have been briefed and were argued on May 20, 1992.' Husband, age 34, is a Pennsylvania State Police Sergeant earning $43,600 a year. He has a Bachelor of Science degree from Penn State University. He has primary custody of the parti~s' only child, Benjamin, age five, for whom wife pays child support of $150 every two weeks.' Wife, age 33, is an Assistant Administrator of the Cumberland County Nursing Home earning 1 Although the parties are divorced, for ease of reference we will still refer to them as husband and wife. 2 She is now making an additional $10.00 bi-weekly payment on account of arrearages. 3279 CIVIL 1989 $32,000 a year. She has a Bachelor of Science degree from Thiel College. The Master recommended the f.ollowing distribution of marital property totaling $163,816, forty~four percent to husband and fifty~six percent to wife. TO HUSBAND: AIN Family of Funds 5,303 Charming Shoppes stock 2,189 Personal property 1,675 His pension (marital portion) with State Employees' Retirement System 20,913 1976 Corvette 12,000 GTO (marital interest) 2,200 Kentucky Central Life Insuranc~ Policy 16,345 One-half of equity in Mercer County rental property TOTAL 11.242 $71,867 TO WIFE: Money received from equity line of credit on marital home 10,600 W. H. Newbold's stock and dividends 6,458 Jewelry and fur coat 13,056 PSECU Account 0204420484 2,367 Account No. 10984, First National Bank of Mercersburg 638 Account No. 2008751, First N~tional Bank of Mercersburg 212 W. H. Newbold Stock 15,031 -2- . 3279 CIVIL 1989 were married; one in February, 1985, another in tho latter part of May, 1985, and the laat in January of 1986. The payment received in the lattor part of May, 1985, was $63,000. At that time the parties were aeparated and husband had filed a complaint in divorce against wife. Wife initially placed the $63,000 into a joint checking account. She teutifiedl I didn't want to have a check for just $63,000 just laying there. So I deposite~ it in an account that was a joint accounl, but I was exclusively ulling it. I was making the deposits dud I was making the withdrawals. I had t.b!! pheckbook and Darr:.ell was not U_s Inq the accoun!... I did deposit that money into that account BO that it wouldn't lay there not being protected and not making any interest until I could decIde wl:!.at to do wi~I:Llt. (Emphasis added). A few weeks laler, on June 11, 1985, wife took $21,500 out of the joint checking account and opened a certificate of deposit in her own name. She testified: [i)t was going to be ~ long-term investment so that I would have something put away that no one could touch and that I wouldn't touch, and I would just forget that it was there. (Emphasis added). ... [t)he only reason that the CD was in my name only is because we were separated, had we not been separated it also would be in both names. Husband testified, and acknowledged he was separated at the time of these events, that he had no interest in receiving any of the settlement monies, and that the monies were his wife's as a result of her injuries. The parties reconciled at the end of October, 1985; however, the ownership of the individual certificate of deposit was not changed. No withdrawals had been -4- 3279 CIVIL 1989 made by the date of the MaBter's hearing, by which time the account, with interest had accrued to $30,500. All other funds received from the three payments on wife's BettlementB ware co- mingled for the benefit of both partios. As the MaBter noted: "the standard of living of the parties was Bubstantially affected in A positivo way by wife's settlements on the lawsuits arising out of the automobile accident."] wife has excepted to the Master's conclusion that the entire $30,500 in her individual certificate of deposit is marital property. She maintains that only the accumulated interest of $9,000, and not the original investment of $21,500, constitutes marital property. In May, 1985, when she received the partial settlement of $63,000 on the claim that accrued prior to the marriage, that property waD her separate property and not marital property. The Divorce Code at 23 Pa, C.S.A. S 40l(e)(8), applicable to this case, provides: (e) '[m]arital property' means all property acquired by either party during the marriage...except: *** (8) Any payment received as a result of an award or settlement for any cause of action or claim which accrued 3 Before the final separation, wife used some of the $41,500 remaining in the joint checking account, after the withdrawal of the $21,500, as a loan to her brother, a gift to her father and payment for her mother's funeral. -5- 3279 CIVIL 1989 prior to the marriage or after the date of final separation regardless of when t.he payment was received.' Nevertheless, as set forth in Lowrv v. Lowrv, 375 Pa. Super. 382 (1988)1 Where a spouse places separate property in joint names, a gift to the entireties is presumed absent clear and convincing evidence to the contrary. See Brown, 352 Pa.Super. at 273, 507 A.2d at 1225 (citing In re Holmes Estate, 414 Pa. 403, 200 A.2d 745 (1964); Bold v. Bold, 358 Pa.Super. 7, 516 A.2d 741 (1986); Madden v. Madden, 336 Pa.Super. 552, 466 A.2d 401 (1965).) Accordingly, the legal issue is whether wife has overcome the presumption that she intended a gift to her husband when she placed the'entire $63,000 in the joint chocking account during separation and husband'$ pending divorce suit, and a few weeks later, on June 11, 1985, put $21,500 into a separately owned and maintained investment. The Master did not address the legal issue even though he found as a fact that the $21,500 was placed in a certificate of deposit in wife's name ;,lone on June 11, 1985. He concluded that the "funds received from the lawsuits were co-mingled with other funds of the parties making it impossible to determine what funds, if any, remained non-marital." He also concluded that "wife's stated intention was that the funds were to be used for the benefit of she and her husband," Quite to the contrary, wife 4 Sub-section (e)(8) ir a part of amendments to the Divorce Code of 1980, that became effective February 12, 1988, before the complaint was filed in this case. An amendment in 1990, now designates Section 401(e)(8) as Section 3501(a)(8). -6- 3279 CIVI1" 1989 testified that she placed the May, 1985, settlement payment into the joint account "~Ol until she "could decide what to do with it," there is no evidence that her "stated intention" was otherwise. A few weeks later she did decide what to do, since she was separated, she decided she needed her own long-term investment to "put away that no one could touch." Far from being impossible to determine "what funds, if any, remained non- marital" because of "co-mingling," we are satisfied it was wife's intent that the $21,500 remain as her personal money when she purchased her own certificate of deposit. As contrasted to all of the other settlement proceeds she received from the accident, this sum was never invaded before the parties final separation. In Campbell v. Campbell, 357 Pa. Super. 483 (1986), as noted in a footnote in Lowrv v. Lowrv, 375 Pa. Super. 382, 395 (1988), the Superior Court: [s]imply held that when funds acquired by gift to one spouse are simplv passed throuqh a ioint bank account for a very limited period of time, they are not thereby automatically converted to marital property. (Emphasis added). That is exactly what occurred here. By clear and convincing evidence, we conclude that wife has overcome the presumption that she made a gift to husband of the $21,500 of her solely owned property that she invested in a certificate of deposit on June 11, 1985; therefore, the $21,500 is not marital property subject to equitable distribution. Accordingly, the total marital property subject to equitable distribution is $142,316, not -7- 3279 CIVIL 1989 $163,816 as determined by the Master. Next, wife seeks an adjustment of the marital property being distributed to her and husband, suggesting that she be awarded a Kentucky Central Life Insurance policy valued at $16,345, in order to provide the cash to effectuate a new scheme of distribution, with husband receiving what is now a jointly owned Mercer County rental property. Husband testified that the Kentucky Central Life Insurance policy is the only asset he strongly desires to retain. The Mercer County rental property is a single-family residence purchased as tenants by the entireties on September 16, 1988. It was appraised on January 23, 1992, at $46,000. The mortgage balance is $23,545, and the equity subject to equitable distribution of $22,484. Other than the difference between the mortgage balance and the appraised value, there is no specific evidence in the record as to what the basis of the property is for capital gains tax purposes. The property is currently rented for $325 a month on which there io a monthly mcrtgage payment of $265. It is not producing any cash flow. The Master recommended that the parties retain the rental property as tenants in common, with the equity being split for equitable distribution purposes, wife excepted to that recommendation on the basis that ahe and her former husband would then have to resolve among themselves what to do with the property, thus prolonging their entanglement. In Rvan v. Rvan, 391 Pa. Super. 327 (1990), the Superior Court stated: "In the -8- 3279 CIVIL 1989 Account No. 2008751, First National Bank of Mercersburg 212 W. H. Newbold Stock 15,031 Sigma stock 1,845 Marital value of certificate of deposit purchased 6/11/85 9,000 Mercer County rental property (equity) TOTAL 22,484 $81,691 While this distribution will award fifty-seven percent of the marital property to wife and forty-three percent to husband, which is one percent more to wife and one percent less to husband than recommended ~i the Mast~r, the costs to sell the property, with some probable capital gains taxes, will result in wife actually receiving less than fifty-seven percent if she elects to sell. Accepting the Master's Section 3502(a) analysis,' and with the adjustment made on the distribution of the rEntal property, in conjunction with our determination that only $9,000 of wife's certificate of deposit is marital property subject to distribution, we are satisfied that this result is fair and equitable and best represents a final resolution of the parties economic dispute. Lastly, wife takes exception to the Master's recommendation that husband pay her $145 as an adjustment on disputes over post- separation operating funds involving the rental property, certain medical and prescription expenses, and day care costs. She 5 23 Pa. C.S.A. S 3502(a). -10- 3279 CIVIL 1989 claims she should receive $579, We accept the Master's analysis and will order the payment of the $145. For. the foregoing ~easons, the following order is entered. ORDER OF COURT AND NOW, this _I~ day of June, 1992, it is ordered thatl 1. Marital property with a total value of $142,316 IS DISTRIBUTED to Darrell G. Ober and Cheryl H. Ober, as followsl TO DARRBLL G. OBERI AIN Family of Funds Charming Shoppes stock Personal property in his possession Marital portion of his pension with State Employees' Retirement System 1976 Corvette GTO Kentucky Central Life Insurance Policy TO CHERYL K. OBER: Money received from equity line of credit on marital home W. H. Newbold's stock and dividends Jewelry and fur coat PSECU Account 0204420484 Account No. 10984, First National Bank of Mercersburg Account No. 2008751, First National Bank of Mercersburg W. H. Newbold Stock Sigma stock Marital portion of certificate of deposit purchased 6/11/85 Mercer County rental property 2. Darrell G. Ober SHALL, within fifteen (15) days of the date of this order, transfer a deed to Cheryl K. Ober, of all hie right, title and interest in a property in the Borough of Meroer, -11- ** CURRENT PERIOD ~7-01~9a 0500 MARYANN A. EBERLE 1~IA.g--I-It"" ~. 0~0 /lerJ"Pe.y OT-Hr~ ~.000 OT-P~y PT-.HI"" 0.0('0 or,polY Tot-Hr~ 0.000 Tot-Puy Federal Withheld !3t otl1' Witl1hl.' III FICA ra~ Withhald LOCI~L TAX n. P TAX M I ~lC . PA Y ~IISC. DEDUCTION HF::AL rI-t I N81JriANCE 1,715121.00 0.00 1lJ.00' 1,7150.00 ....228.08 ':'156, '10 "15't. 10 '-20. 14 0.00 26/+. ~~7 0.00 "38.59 to 07-1~-9B I I YEAR-TO-DATE*~ SS* 174~46-~357 ** ! RegulAr Pay,Ral:. 1.730.00 Reg-Hr. '0,000 Reg-Pay Or-Hrffi 0.000 Or-Pay DT'llt"1I 0.000 OT ..Pay Tot~Hrs 0.000 Tot-Pay Fsderal Withheld State Wlthheld FICR Ta~ Withheld ! i LOCAL TRX O.P TAX MISC. PAY MISC. DEDUCTION HEALTH INSURANCE Net Pay $l,51G.96 fOREVER Of PA. INC. trl>tdJ; -...-..j ;...~ " '. . 22, >n50. IllIll 0.00 0.00 22, ~'50. ~121 -'2,716.36 '-086.7'/ '-1, B76. :,Q -245.27 -10.00 1,777.7"3 0.00 -'IBG. B7 I, Net Pay $lB,506.14 .,;"~,.,, ;'. tit",""'_I'",,"'i."" "",r,._p",F ..,;..........ow. ,.. ~ ,il . .t ! I \ , I' , ~..:.~ -. .''''''-' " "-. ,.' . 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EIIl1UJ MAltVANN A. \:limn Illt8 CI1l'1111~llJtlll), Mt',,:h.Hlh:!'lbutJ.;, P,I 17ll~!' ~ I "1 r)l}.I:l73131J1" ~!""dl 11,,,1,,,"" ~<y.J..t" () I. ~i ~ . O"jo",'I f fl / A.;.Ir <<.l ~d '" 1'1.9.......-; PNClBANK PNC BIl.Itk. N,A. S'lIllhn'I)Ilal I'A U4U $ /1. ()" .., ',- , .i.; D()lf4Jp ~J)] ~2':~::~ ~-_._- Choice I'lan Q~_D~ ... hit 1:03 l. 3 l. 2? 381: 0 l. l. b II' SODa b b? Eo 2 SII' ,1'0000001.1,00,1' , J< . . , I , " , , '" , , , it -. .-....-. ,. PROCOPIO LANDSCAPE SERVICES 2871 CENTRAL AVE CAMP HILL, PA 17011 (717) 612-9685 \ ~ 6/11198 Eberle For 116 S.3111 Street Camp HIli, PA 17011 4/6/98 4/13/98 4/20/98 Mow $ 20.00 $ 20.00 Mow Mow $ 20.00 Trimmed tree $ 20.00 (to comply w;th to~ ordinance) Removal Fee $ 15.00 4/27/98 Mow $ 20.00 5/4/98 Mow $ 20.00 5/11/98 Mow $ 20.00 5/18/98 Mow $ 20.00 Fertilize $ 20.00 $195.00 Sales Tax .l11.7Q Total Due $206.70 Ple,ase make check payable to Procopio Landscape Services. .~. . I . _..- - ..-- - ~...... .. ,:..~...-- --':...,,;"' t." . - PNCII~ANIK l\'IJll'al P:\ - - - - E-BERyL ENTERPRISES INC DAVID 0 EBERLE PRESIDENT lD18 CHELMSFORD DR MECHANICSBURG PA 17D5S-21~2 L..t Peu. Sholt End Dat. 16-SI-'T Enclolur.. P. . I I B B EBB C EC G (-BERYL ENTERPRISES INC DAVID 0 EBERLE PRESIDENT Account Nu",b.r TalC JO Hulllber Le.t st.t End D.t. 50-00Qb-4ltll 25-Z.11122 15-Sl-'T For cu,to~.r Service or currant rata.,call l-all-IST-2202 ACCOUNT SUMMARY ~ M2lmi 2'0.45 Withdrawala/Dabit. 8'.25 Naw aa1an.:. 1,55'.55 Previous I.lane. 111.01 DaODlltl/CrJUtl!1 l,aZO.25 !j1!!ll!J.c I DAILY ACTIVITY Ref.renca Check" end a.pod t. and Dili ~.tlon of TransactiDn Numb.... Other DebU. Other- Credih S.lanell 15-Sl YOUR PREVIOUS STATENENT BAL~NCE 110.10 16-1S CHECK PRINTING fEE 20.25 7'.75 16-25 CHECK PRINTING fEE REfUND 21.25 110.01 16-Z' CREDIT NENO 217al.22 500.01 '10.10 06-25 CHECK III1 Z672ZoTZ 2.0..1 105.15 16-27 CIIECK PRINUNG fEE 0'.01 5'.55 Oft-51 DEPOSIT 21687115 1,100.01 1,559.15 ACCOUNT INFORMATION NIN1NUN BALANCE AVERAGE BALANCE AVG COLLECTED BAL CHECKS PUD 5..55 199.76 199.76 I SUMMARV OF CHECKS Chack IlllIIIw: 100l Dat. AI1aIm.1 f.UlI 2....5 16-25 Ch!tek lIYmlw: Dat. AulIIl1 fa!iI Ch..~ ~ D.h WlIll WJI . gap In your check sequanc. TO HELP REDUCE CHECK fRAUD, BEGINNINU JULY 14. 1"7, ALL NDN-PNC BANK CLIENTS WILL IE ASKED TO SUPPLY A THU"BPRINT WHEN CASHING A CHECK AT A PNC BANK GfflCE. PLEASE NOTifY ~NY ENPLOYEES NHOH YOU THINK THIS "AY AffECT. ; COI\II\IONWEAI.TH OF l'ENNS\'I.VANIA REV.1200 PA CORPORATION TAX INSTRUCTION 800K 1996 For Clllcndllr \'ellr 1996 IInd n~elll yellf5 belllnnlnllln 1996 CONTENTS. . l RCT.IOII'A Corp"'"" Ta> R.p'"'' . I RCT.IOI.II'A 11UIl:II\1( rl)q)lIrt1I~ Tll:4. Ih'llUrt . I ReT.IOI x . PA Amended <..'1)rpIHutc Tax Itcl1tJrt . I RCT.ICl) N'll)p.,.ltll~ l.o," S.h.dul. . I IH' r.1 Of} 111~crt Shl.'CIIAppllrIIO"mtf\l Schtdulc) . I J~EV..:!JH Olllllf FXI~tC:lll.:tIWllhdrBWQI AlTIdll'Jll . I 1:-2 I~cllun EIIVc:ll)PC . 11I!llnll:t1un:s PLEASE CARHULLY R.:VIEW nu:s.: "llI<iIlI.lGlITS" BHORE COMPl.ETING ANY TAX R.:PORTS OR S('I/WULES. .IIC;I/L1GIITS I . The Nt'l Op('ullni lun (NOLI ~lIrt)''''H\''dH4 1 111111 1111 on it 51,000,01)1) II 0", (' \. ('r, IhJ II1llt... IhuM $5111),01)1) clln he ..:llll11e4 from 111I. perlod. 19HH ItJroujh IIN4 Ahl), be 'Uf( 10 'olnpltlC Il;htdulc ReTdO] In th16 bookh:1 10 aupP"'rl )'Ilur dllm rOt .n NOt. tR('a4 the RCT.I!)) In~lru~IIt}M 1:1I1I:'-ull)',) . A I.. c,cdll l"OlJrllln hlu bun ~ruleJ 10 help promote IInJ lecure Job crulln" e,onOIIl" Jl:Hlopnu:nt In the Conunon\\oulth FtJr Inurc II1(ormllllon on Ih!: JtJbl Creotltln Tu Cn:JIf, refer ftJ Ihe inltruclltJnl In Ihll btJukll:t. . AI part o( the Secretary o( R!:....enue'. onlllHng elTort toward impro....ed TlIlpayer Allillln,e, the I)A Deporlment tJ( Revenuc now Ill.inlllnl i"(ormlllll)l1 III~ IIlI (orms VIII th!: Inlernel 01 hllp;l/wwwrevenu< IIIIC p'''UI or 01 our c.mlll 14dreu; parev@;cplll,ncl. In Febl'\llry 1991, . loll.(ree Ioer\I":e: Will bc o"'llllable 10 IU'II IIlIP.yen with aenero1l in(ormlueln, IIlI rorms lInd IChcdulu. For help <III '.SKK.PATAXES (1.!KK.llS.29l71 . It il ImperAlive Ihll YOIJ nle ONLY De:pllrlmenl tlf Re\lenue Ippro\lcd rorml and I,heduln. The: Departmenl employ. ItJphll' liclled im'aln~ Ind ICllnnln, lechnoloalY 10 ellpedile Ihl" pro. ceulna: or IlIlt relurlll, coupons onJ p"ymenll, Non'llppr{)\led rom,. mult be pro(elled m.nullIy Ind could delay Ihe updAlina or . topayer'l .ccount. Thll mo)' rC:lull In unneculOry nolicel ,nd collecllon acllon or even the Impollllllln or penlltlu . When nlina your PA Corporate Tall Repotl, Form RCT.IOI, mike lure Ihll III necnnry rO"", arc flied with Ihll report luch II the Federal Till Repotl. RCT~IO~, Form 1120 and 1111 Iuppol1. inll Ichedules, elC. (Rud III inllru..:liuns In Ihis book carerull)'.) Aho, pica" rollow inlll'\lCllOnl on paae I on how 10 Inemble Ihe" rorms 10 comple:le the PA Corporlle Tn Report, Form ReT.IOI Packlllle, If ~I,lU nle In "in'~mplele" reporl II mly nol be: Iccepted b)' Ihe Deplrtmenl or ml)l rnult in I "jeopardy ICI~ Ilemene," which wm ro". Ihe Iupl)ler 10 putlue rurther relolu. lion throuah Ihe uppul procell. . To nUllf)' the Departmenl M II dl'llKe lit EIN. FilillS PerlllJ llr Alilireu, lI~e the l~f V,K5" ~hln.e CI)uJJlln whl(h II Inl;luliei.l In >'ilur IU".K571 ~ilUptln book (1I...('tlnal Ihc 1'l~7 elllrn'lei.l 1lU. llemHI II II Imperlll\'C' Ihll .11 blaUlClul IIni.l pn(lIl1llnen I1le I IU~\'."5" ":OUPIHI \\01111 Ihlt Dc pari men I 10 cnlure our l1Iea lel1e,1 Ihc ~ornplele, ll"unle: IInd CURRENT Iddreli, EIN Ilnd 1\1I11lf! petloiJ No tllhcr rtlnn or ":lIupon Ihoula! be u,ed 10 nOIll")' lhe DepltUnenl II" I dlnnlile. Ir our n1u arc Inconlplelc or oUh1ated, thtn IInpol10nl noll..:u, rcque:111 ror inrorm'lion In'" corrupon. iJen..:c needed fllt ,cullnal I corporale In reporl Will nOI ru..:h the lu;pnyer, Thll can tlault 1M Ihc Impollllon or Jeoplfdy &('11 Ie. menU and penlllllcl 10 de':lde all unrcclI"ciled dllTerenccl III r'\lor or Ihe Cornmonwcollh. The lupayer will Ihen be r!)reed 10 punue further rcaolullon IhrlluKh Ihe Ippeal procn~. . To requesl an elllcnllon or lime 10 file Yllur 19~~ Annual Corporallon Tu Reporl IRCT.IO!), Ul( Ihe REV.MH AnnUli blenllon Reque:11 ..:uupon whICh il includtd In Yllur REV.II.511 coupon book ..:o\oetll1,lhe 1997 esumlled IIlI year petlod, . PIClUl! n:...lC:W the RCT.IOI, STEP E complellun inllrUCIIOn\ bC'lIlnnln" on pIlle tJ. elpeelllll)l Ir one or more IIlI types Ire o\ler. plld IInd Ihe rtlllolninlil IIlI Iypn Ire underpllld. Ir 1")1 IIX Iype II overp.id IRCT.IOI STEP 0, Column C amounl II lte'lIli\le), you mUll ..:nmplClt Ihe ReT.IOI STEP F O\lerplyment Itcll!)n 10 ,"Ilruel Ihe Departmenl how 10 Irlnlrer andlur refund the o\ler. plld porllon. e....en " olh!:r lax t~pel .re underplid and you arc: making I payment when nlln" Ihe RCT.IOI. . EnslJre Ihlll In orn,er or the c:umpan)l lillnl Ihe RCT-tOI on poae I 111 STEP G, Umisned annUli reports will nOI be acceplcd Ind Will be relurned rtJr II"nllure, . Your couJ1un book ror the ellimaled lax petlod be,lnni"a: in 1997 WIIS mliled scparal!:l)' to )Iou durin, the: nnl monlh or your Uli- mlled lax )leor. If )IOU are nOI required Il) make plyments \lill EFT. you mUll Ilways Ole Ihe prope, REV.8S7 Eltlmlled Tn Paymenl Coupon wilh each qUlrterl~ pl)lmcnl mlde b)' check. NOTE TO TAXPAYERS, "your RCT.IDI Annu.1 R.port lOW be (omplrtrd by .111 p...p....r. pl.... forward Ihl.l.btl.nd book to your p...p....r. '* REV.1200 CT 1'.9111 '" DIP,uT"INT OF JlnINl.!1 IUJlUU OF COJlrtlJlATION TAXU DIPT. I"'" HAJlJlI!\aUlr., PA 1112""" 31>03-732 AA 04/97 96-N<i F. BERYL ENTERPRISES INC 10111 CHcLl'ISFORO UR "ECHANICSDURG PA 170SS NOTE TO TA.'I(PAYERS, FORWARD nus LABEL AND BOOK TO YOUR TAX REPORT PREPARER r- ~c. GIJ i PA C o R P . . . . . . . << AQI : '. I i, I I I I ..r:: 0 "0 0 e! 0 0 0 0 ... ... f - 0 0 II 1i 0 0 .. . c 0 g '" 0 0 '" 0 0 ,. a. . 0 ... ... i:: u ... ... .. - .~ 'ii. '" 0 ~ ~ '" ... c ~ : ~ '" .. ,. 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'" ., '" '" NN"'''''' .."tel' '" ., 0 '" ... ~ N N (\.IC\l(\jl'\j NNN N ..., .... .... -, .... .... , , ........................ ,...., .... .... , 0 C " " " " ... ... r-r-r-,.... ..."... ... ... ... 0 0 0 0 0 0 0000 000 0 0 0 > < c " u '1: ... iJ .. .:; .. IX >> '5 += u <C ~ .;;; o c .2 ii. '1: u VI " o " .., I 000"'" Uozzz zO::J::J:::::l -O'-"-l.I......;:) Cl~~""t-~ 2:00.0.0..... :Jo::t:E:::t: l.o..OWl.oJWOJ C\lXXXN ...J WWWI o.(j I I 1\.0 uzxxx ~-<<<( O....!-I-% X-' " woct"<<a:: o.:t:i::r%1.o. <( uuu 0"" 0-'1 0- '" .1:: C .. " C1 ,... ,... " " cn u " c c c "OJ .. Q .- " it += >.- " ".- > CD u C III Cl '- .. " ~ " .. VI " " " c c u~" 'ijj t! > ~ ~ '" 0 f- "" ~ ij '" " Q."'U -' '" '" .. " " 0__ ~ '" '0 "''''.., ii " '"'' ... Q 0 ^- !- f'-.. r- ;:: " 000 " > .. " L F}./I'\..PHILA .113005 I e!9:.'J 4.3tK1E> \ ()~ I ~:l ',r', ". )< .)t l<~ .~ Jr HI XI!;D O;!)10-000.ll-0 07'O~\'. ~Il ., lB)" " 03 @ .1IOCESSEJ) . ,'j. ~ ',I, ,I " lj(l",iiP:;j 'I,: id! Pr',:,'''!,Vfl'i ,I; , . '1"ll~I"1' .;.... " , I : - .:xl 00. ... n" " 0 mtT ~ "tJo 0(' pi- en. -}: .... ""rl_ OU; . Z!::j 1<0 ; I '" -I , "'~ii"i;;1 u ,i;,*lM-"...~m"i'-",,'tJh\;u.il,~#u~_lhl;'''''li;-''':;'''' .', , . oW .. ',' , , i . , .",---. ..... , .. I '.. , 1.'1 1~'_1" " , i....... ." . - Ii,. il " '" 'd-' , ,,, , ... ," t.-, 'I , :'1. " , "'j " , , J" 'I t.; '" ~ i ;1 i'" " " . , .. , " ~_..(' .... '1/1 '\P , " , ., '1,- .. I' ., " , " ,. .".1 " ' " .11, .,1... ., " ., ., ".. 'fOlm 1 040 Libel (5"IIIIlnI\IIII111) u.. th. IR5 ,.bal, OtherWl50, plln&c print or typo. P,nld.nll.1 EllCllot1 C.mp.IGn (nM'llllnKllOfll) FIling Stltus Check l1l1ly ona bOle, Exempllol1& If more limn Gill dopnndenls, $eO tnsltucllor15, Income Atllch Copy B 01 your rom', W-2 W.2G. & 109$.R h".. II you did nol get 0 W.2, see Instructions, Enclose, but do not altech. ony paymenl. Also, plelJ56 use Form 1040.v. 1>-11"1''''.111 "t Ul. 111''''''~ Jf"i._. "'" It)')),I'llolI111 'I"~' i1J8" un_. 'tn"5.K1-'1-5.(~-ij~-H., ----- I'J8-3G.8383 !!pOIl.... !')oll.l 5.unlly Ho. II~ ~ _~ti-~5_5L_____ Fur he'\) finding IIn. 11I~\tuc IQns, .... IlIot,ucllol1olllth. bookl.l. y"p~ No.olwolII (4) No .11 -- ':I~h:~'" monlhsllWf'll .lInll mYOUf hl)lllC .nllrOll In I~~JI . IU' aullln . .__ wllll WOII 411' 10 "Iv.ru0' H,' .,11II011(1" ....hlltIllOIlI) .. ~:fl~~d::" IUJI,"'If,d -~.lHtn Ad,nu",..,. ~=~-:~t::. ... 7 8~ ____ 9 10 11 12 13 14 15b 1Gb -- - ----. 17 1_800 19 lOb 21 22 ArkJ ttl~ nn~o~nt~) ~n-It~o Ii;; r~rI;1 ';;(~IJ~l~ (;Jr-IInp; j .-;)1. -Ti~15-15 ~l; tot.I-ln~~'m. - - - -. 22 23 IH^ Ilf!dur.holl (soo Inr.lruc;hor15) .~.L __~. _._u____u_. Adjusted 24 Medlcol 5iJVlng5 occounl deducllon. ^lloctl FUIIn 8853 ~,.._ ___ Grols 2~ MoVIng e):pen5e5. Allactl F orlll 3003 or 3903-F 25 Income 26 One.hillf of self.employment lllx. AlInr.h Schedule S( ~~_. II line 32 IS 11 Self.employed health In5urnnce deduction (r.cc Inr.lrucllons) ~?,_ ._._______.___ under $29,29:) 20 Koogh and soil-employed Sf.P <lnd SIMPlE pl"ns 2~_. __~.. _____ (under $9,710 II 29 ~lrll1.1lty on niJtly WIlI1lJroWllI 01 snvn1lJ~~ 29 II r:llllrl 1M nol IIIIQ With YOll), XI. AIIIIlUIlY p.lid b Rl!(llJlcnl's SSN . 30. MO r Ie III Ille 31 Add hllf!~. ;)] :lOn In~tnJr.llfln5, 32 ~;llt)lf,H:lllnl,:lI flnm hl\f~ );) "II~, I:. :trill' adju,,'ed yrl'!"" In(.on,e BAA For Prlvlcy Act Ind PlperwOrk Reduction Act Nollee, IlIeln,trucUon" 1"["JIAfJll} 1//10/1" Mechanlcsbur' ~ nu YOlJ wonl $J In un to IIl15 fund? II" nUll rohllll, c1nm~ tJt f, )OUf,n wnnl1d III I IJ In Ihlf. hInd? SU1Ulo Mlllrll!d 111111\.1 ,olnl rl!lllm (01l01l11 only eJlIt.! 1l.:)tJ 1I1C;unm) X Morllcd 1111110 5epnrole relurn, Enler 5pOU6e'5 GSN obove & lull nome tlmC} · ~_l!.ry ~.r:t!]_,~_ E be r 1 e I-lend oll1ouschollJ (Wlltl qliHlllYl/19 paffian). (Sou In5lruchon~,) llltHl qUlllllYltlO plH5illl I:,.:J dllld (Jull)!)1 Y1lur dependent. enler Ulm child's nnmu tlcrc ~ ~___ ______ ... .____.___ OWlltf In widow or WIUl de onelrml c:tlllcj (yonr spouse dlod · t9 ). (~lefl H\!,lllli:lltlI1!;,) 61 X Your..U. If your nnrronl (or SOmOf)fKl ols(1) r.on r.lfIIIll you 115 n dnpm1Clnnl WI hI[, or -I Hit."' bo... hm 10'1: rOhlln, do nol t:!\flc:k he)): hll ~~'/IIl:::~1I11 Inl.lIlnlll.,.lll.. b...". 1997 U.S. Indlviduallncomo Tax RO~!lrn For Ihlt III Jon I lint Ill'e 11"1111' l.ltNnm. nf~l: 31, 1l)'J', III nUll'l II)): ".. YuwrullN/IIll1, David tr-~ ")0111111111111, ['Il'",u'llultlillll1' Eberl (' Illllflllm,. o ".. -1t-;".,..A'Jdlni.-(nUltlbl'.;'-l~ '1;'."-" 'rolllla,. /III' l) 11111. t,u 111l>11l1l1"}l11\ /lp'lllrl1.nINll 1018 Chelmsford DrIve -(.l~~ ';';'-ul..I'-;"I'l.ijl.~;i'-'r''''I"i;-;..'i.f l;,.~;\-';~~.~U-:-r)~.-I;~ll';;; l;~;;l.. ,..,- -- _.- -_..or.l/lll. ,u L,)ohr PA 17055-2192 1 ~ ~ 4 b~u..__________. __._ ____.__uu__.__ _ _.___.___.___ (2) DOpQIleJOnl'6 (3) l)ellel1CJ(ltll'r~ c Dependenll: &oClol 5CClJtlly I"I'Jlo lon~hlp number 10 you -.!!) f".t n"m" 1.1)51 nnrlll} d TolDI number 01 ellem hons clntmed 7 WOgDS, M1IDrIOr., tlJ.l;:,. etc. Attnch Form(s.) W-2 B. T.uble Inler051. Attach Schedule 0 II required b T......mpt In lore st. Do not lnr:luc.Jn on Ilno l~l 1..__~E:L_____ 8~9 '_ 9 DIvidends. AlIllCh Schedulo n II roqulrn'l 10 Tellahle rolund5. crcdl15, or ollsel6 0151ulo nnd locol Ulcome to)l05 (see In5lJlJcllon~) 11 Alimllny r"colved 12 Ouslnoss Income or (loss). Allach Schedule C or C.[Z 13 Copllnl gOln or (105S). AllilCh Schedule 0 14 Other gOlfls or (105505;'. Allach Forrn 479/ 151 TolallR^ dlslrlhutlOIlS 115~L I b IO)lllb11l fHllOlJll1 (~IOC IImlr:-.) 161 Total pt05lons and "'lOUllicsJ_~~I_~~~~~_~.. . .____. . n_._. b Taxable amount (:;00 I11511S) 11 Renlal II'lJIllstate, royalties, p,lllnclshlpS, S corpol.ltIOI1~, tlUSts. etc, AllilCh St:hedule E. 18 Farm Income or (1055). Attnch Schndule F 19 Unemploymenl compon5allon 20. Soclalsecullt~ benehls I 2011_..____.__._.___.1 b Taxable amount (S(!!! In5l,s) 21 Other Inr.ome, list type cnd nmounl .- soe 1l1sIrucllon5 31 ~ 3l HDI. 0..,10""1 l"I'~"..r("1tI1fJfI )'OI/f 1.'lJ(''''If. Y':IlII/.'.....i rn 1J [-------1 [-~-=I [J I 719. C7 3i~: 7. ~41 , -1.500. II 497. --fT-497-:- --.- -., -. -~-- Form 1040 (1997) """" 1040 (I'm) fIX Comput.Uon II you wnnt the IRS 10 hgHre VOW 10)(,aoe InflllnlClIl')n!'i, Credits Other Tlxes Plyments Attach Forms W.2, W.2G, end 1099.R 10 pege 1. Refund Halle II directly deroslled! See InstrucllOns nnd 1111 In 62b, 62c, end 62d. Amount You Owe Sign Hera Keep a copy ollhls relurn for your record5. Paid Preplrer', U.e Only DaVId 0 Eberle 33 AnlOlJllllrulIl 111M) :J2 (ndjIJblulll)IObt. WICUllll1) S,h Chock II I I You welt 6~/oldfr. [I BIIIlIJ, I I SpOUlt was 6~/olcJCI, Add the IlUmLHlI olllo);Uli chucked Hl)UIIO oud ulllnr 1I1U lulnll1CfI! 111111111 · 34. b II )'Otl me 1I10rtlell ,.11111! 5cpmnlIJly nrlll your 5rllIJMJ II"nu/r.rl t1ll1lllcllonGo or you WU_'_lJ ., duol.sI11l/$ulu!Il, sce ItlfllludJUlt. IUlll dll!t:k hmo 3& fnlet fltemllld d.ducUonl1 fttHll :idllldulu ^. IInu ;'U, 0, II~ IItVl' -0- St.nd.,d deduction P,hl)Wlllll'lnw 11)' Yllur lllin'l t.tnlU:i, But 01 !)IJO the In~hllcllolm II y011 dlllc:l...I!!j WI)' 11',1); onlllllJ :W.llJf 301h rour_~" r.()Illf!OrlO e,lll el.-It,1l YOLJ mi IIlh!lll!ndl!rlt. . Slnuln 'M, I~il . Milrtll!d rllU1IJ llllnlly III OtJllhlYlllrj wI(jow(m) -. . Hood olllllU:inlllJld 1,fJ,Wil . MUHtllrJ fllUll,) r.r.IJ.lllllely -. 36 Sul1lrm:t lUll'! 35 frum linn :U ~ · 34b I $6.')(){) $:J.~~.l tllmr. II IS ''X),~.XJ or less, nlultlllly 17,G'JI) h~ Ihl! tlll,11 nUlI\hf't of 1))('II1III1QII5 cliilmod QIlIIllC (.Ill 111111I; Jj IS ovet $00,00], soo lhe 'NtJlk~hlJr.11ll till! U1~lIu(holls 101 It~ ,1IulJUlIllo cfllL'f 38 TIXlblelncom.. ~tJl)I,.ld lum JI r"JIll 1I1l~ Jh. II linn :1/1& Itlllfll Ulan 11I1l! :11,. 1111\1'1 l) 3!J Tn. Soo Iflslls. CllfX:k II ,1ny la. Illltll . I Iml1l(~) M)!U b IOHn4W7 40 e/lxlll 'or chillI and depl.'ndcnl CJrll ll.penStls. Allolth I olin 7441 4!L _'~___'~_'_____'_ 41 Ctothtlor Uut olrJmly or 11m tJl!JlltJleu, AlI.H.:h Sell n 41 42 Adopllon ctodll. AlInr:lll mill BKJ9 =~= -===.===- 43 ForolgntnJ( ctodll. Attaeh fOtfll 1116 43 __o_.___..._______~ 4-' Glho'. Check Illfom '11" orm JIlOO b I I Form 1lJ% c I I hHIll B801 d I"I)"n (t>I}l;l[:lly) .___. _...~ 44 45 Adtlllt M't; .to I!lrollot I ..11\ 46 ~ilJhltitd lint! 01~) 110m Inw:N II lull' 11~1'r. 111011' III/Ill hilt'! :lq. flllt", () 47 Sell. employment lnx, Allnch St;hotlulo Sf. 48 ^lternnlrvo minimum Inx. Attach Form 6251 49 55 o1nd Medlc011e tiU on lip Incomo nol repo/led 10 employer. Attach Form 4131 50 T ilX on Qllallllcd lell/emcnl plans (lIlcludmo IRAs) and MSAs. Allach rorm 5329 II tCQuucd 5l Advance cOIncd IIlComc credit ~aYfl1CnI6 ftom FOfm(~) W.2 52 Hou~chold cmploymcntI1l)l.C5, MInch SdlOdulc H 53 Md Ins 46 ~2 ThiS IS ur lohl tu 54 Fedcrallncomo l.ox wlUlheld Irom Forms W,2 and IOI)CJ 114 55 1997 esllmated Inx poymcnts nnd nmount applied ftom 1996 toturn .. .. . . 56. [lIn.d Income cr.dlt AII.xh Schedulc [Ie II you h.lve 01 QUJII'ymg chlhl. b Nonl.u,.lblc CJftlfld Ulcomc: Jfl'lOunl ~ _._~~__._~________ anrllype .. _ _ _ __ __0_' __ __ ._ _ _ _ _ _ _ _ _ _ ._ _ 57 Amount paid With F atm 4868 (tcquO!;1 lot oxlon510n) 58 E)tcess soclol security lHld RRTA lox Withhold (see In5lts.) 59 Olhet payments. Check II from I 1 I Form 2439 bl )Fo'm41J6 55 56. 57 58 59 60 Add lln~s 54.55,560.57.58, and 59. Those me your tQlal p.yments 61 lllme 60 IS more Ihnn lme~.l, subhilCllll10 ~3 llOnllme 60 Ihls IS the amounl you OVlrl1,lld 621 Amounl 01 line 61 you wtlnt Refunded 10 You .. b Hauling numbnr c rypo: [ J CllOcklng .. d Account number 63 Amounl 01 line 61 I' w,~dlo Your 199.-htlm.lld Tn "'1 63 ~ II line 53 IS more IIlan linn 60, subltOCllu'lO 60 from line 53. ThiS IS, the Amount You Owe. For dolall$ on how to poy, see u15tructlons 65 r~hmiltrHlli'lx rmnlt . AlSO Ulr,ILKIp. 011 IInl"! ()I\ I 65 I I~H']G.838] 1',",,2 3~.. __.__-D.==-.:. 35 12 242. ~- .745,. 2 650. O. .__.._----~ '" 38 · 39 4~ · 46 47_. 48 49 50 ~.1._ _. ~2 . ~3 o. o. . 60 61 · 62. I ~)ovlnCJ[l . 64 o. YOlI,5IQll.II.Ir' Yot" OUlfllllllllll U'llt., p"n.ItIl'lI 01 jllrrllllY. I oed.,,, Ih.111 hav" """"un,,o ltulI r"Ium Ino .ccompllllYlflO l<llltduf". nnd ,lntnm""I1\ mlO In Ihft hIo~1 0' my ~111'll'Yhtdq. Ind 0.11.1. tf~y 1I.lrtHt. CQfIfl;I, ,,"l tomplet. OIIcllral1lHl 01 pllj)lIf'l (oUIe, Ih.n tnpnye,)" bo..d on.U Ul'fI"....IIOIlUI wh".11 11'''11111.' h,u, any knowledye ~r,:~. ," . j' :,." " 0,1. ~ 5j,K..J~."5;iii,,jiUfi'ITA-JQil1lA""luij~U6nTMult5igii --------- Dnl. ~ ul1~mpJ.9.}'~<L . Gllou,,,', VLl.llpnlion filii. 1"111111'.,.... !i:'Vmrl\u-'!.___._~.._._~ ____.._._.._... Fmtl'.N.ml Set f"p'lrenared (0'Y"'"'11 .. --.- ~ '1IIflllllPlov-d) .ndAdd,." ( I"'f ~ II l l .'~""':2!j,~j"y.':'.!.~__ _. ._ IIr4 ~'Ir Codll Fl1lAQllJ I mOl'll l'I~I)IlIf!'" [,octAl Slwntv No, --------V;"ml040(1997) ,."m 1 040 Lobel Un tho II\S I.bol. FIling Slotus Chock only ana box, 5 6. Exempllons II moro lhon 51)1 dopondonls, 5001ho l",lrutllons 101llno Gc. Income Do AU..ch b Copy 0 01 your 9 Forms. W..2. 10 W-2G. .nd 1099-R hero. 11 II you did nol 12 gol n W-2, 11 5uolho 14 lns\fuclfons \5. 10,Un07. 16. I:!ncloso, but do 17 not attach, any IB p3ymont. Also. 19 plos5o oncl050 Form 1040-V 20. (5Qo'ho 21 insl,ucUons 101llno 62). Adjusted Gross Incomo II11n031I. undol $20,495 (undo, $9,500 II a child dldn'l IIvo wllh you). SOD tho lnstrucllons ror IInoM. KDA ,...~ ,."...,., U"l.tlmt"llllll,~ T,,.,,,. ~ . 1l.'~tl'l,!. /j""l r fXJ 1996 U,S. Indlvlduill IIIGOrnO TilX Roturn 1""1 I ,111I''''1.''' .--.--.------- rD' I"" ,., ,J." ,.nH ", ,1811,"' .,1/,,. ,... ~...u br ,,..,,,,, DIW I D 0 EIlEI'll ,I': .,nllll,,,,.I,. ~UNO, Hj"~~OO~ CCUfUV numb or -36-0303 !)pUU~C'lS bocl..1 tlccu,lty nUll1tllH 10.1 0 CIII':I,M:WOIUJ 11111 VI': Ml':CII^NlCmUI\r;, l'^ l.'IO','j-:l.19:! -,. or -li~ i\-') -I ill iifr;ljTln Q lmilrut 10l1l1, rice IHHJ05 '1.antllln tho hooklel. ~...t!~_ X 1 2 3 4 X 00 youw,1Il1 $;.1 h) no ItJ 11m. hI IllJ " II II 1111111 Il'hllll. j""'~~~!_:l~)ll'''' Willi! ~,III!lI.1l hlllll'.liltlll" :illlllllJ M;llril1d !lhllU loltllll~l\lI11 (uVOI1II QIlIV 0110 hmJ iliUm III) MIllllmJ Ilhlln fJflp.\l111t1 /I~hllll, [Ill" tllllUU'fo l.'.~j .11,'nr ~n",IIlII".lIll' hl'I". ~ liUIHJ 01 hOU!;Uh!Jh.J (wllh ql1l1hlyil10 pOI non). l~)CUllHlIIUc.;lIo111.) 111110 '1110hIY"1U pC/UOI\IG ac:lllhJ tJUllHJIYUlIf lIopondunl, 01110111110 ClllhJ's ni\n\u 111)'0. ~ 0111\111111 widow(1)/ wlh cJf\ OIHtlllllt'.Il1ld f 1l,1I!'\ ')ollnn dmd ~ 1'1 ). (Sell IIwltllr.IIOllfl) > YOUf!icll. lIyuur Sh1/Qllt (Of !iOIl\UOIlO oltiul C,If\c.;I.lilHYOU UU II (jlJPClldCIII ull hlUlJI hUII.nt IUhJlfl.donoldllJ~kboxG,l, , . . . , , . , . . . . . , )J_llip.~_~~~~~,-",,-,- ....,.._-_._~ ,_,..._..,..._~_.o.-.'_'" .... ,._~._. '---'" - ,.- -.....-......-...:.. C DQPond~nl!): P)OI'pIJlUh!lll'llnllnnl P) OI'IJlII\llltlll'tl ('1) NU,Clln"Mllllh:J tWClHlIVllwntJor.llbWII 'Ul,lhum,lltj)IO ll\lm.llllYOIll (I) Fh!llnnrml In;!..!l!!!~ It\OIJC.10'lli liCO"I',l, \'011. hOIlUllll \000, - ----- d Tolnlllllll1bur 01 jlllllnl '101m r.lilt1nod 7 Wagoll, sal.1l1oG, lipG, ele. Alln-ell forl11(t1) W-2 ~ 7 , , . . ' . . . 001 L9!d__~:l'J~~, 9 10 \I 12 13 \4 15b 'Gb 17 18 19 20b ~ 21 22 Tuablc illlollll>l, A\lacll SdllH..lullll) II 0\101 $.100 , Tax-eltcmp\lIllfllll..I, 00 NO r im;ludll on hIll.! Oi\. Oi\lidum.l IIlCOfllU, !\lloell ::'cl1Ul.lulu U II o\ler $,'00 ToxnIJ11J lolulU.l5. Cl UdllG, 01 ollscl:J 01 !iHUO .1nd 10c.\1 HlCOlllll 1".!lUG (5UO ill!lUIlClioIlG) , Alimony lucoivod OUUln05$llIcolnO or (IO~5). Alloeh Sclludula C or C-[;.Z Copi1alonm or (105S), 1IlcqlJi.od, 01l11Cl1 Schcdl,lo 0 Olhm (plll~.o. (It)~';.w;), '111.\{;11 form "7~7 Tolol1nAll1slritlUll0HII ~l u TaxalJlu.lIllOunl (:"':0 1 Ilt. I.) Tolol pCIl!OIor15 nnu "nnUlllus ,~ u T.'x;)l>lo omollnl (lieu in!}!.) Ronl"llc:\lus'ill0,.oynllios. p:\ltncl511ips, S COlpOlil110115. UU~15, clc. Allach Schodule E , Farmlncomco. (los':i). AIt.1Cll SchQdule F . Unomployrnonl compcrHiillion . Social 5C/cunlv bllnohlll .1 '20.1 I Olllor IncolOo. Ust lvpe and lllnoulll. see in~IfUcliol\lI b T ol)(Qulo oITlOunl (riOO Ilml.) 22 Add Illn rlfl'lOI'"'~III\ Iho l;uli, III colul11n 1m linrm" IhrOlI( h;>l, Thi!l I!'; 2Ja Your IRA doductlon (sce inslrlJclions) , b Spou!Jo's IRA doducllon (500 Ir,sl.ucllons). 24 MO\llng oxpensos. AI1JCh f011l13!l03 or 3!l03-F 25 Ono-h,,1I ofticll~omploymcnt Iml, AlIach Schedulo SE. 26 Solf.cmp1ovod Iloaltlllw;ul ar"" dcduclio/\ (:wu 1/\51.) 27 Koogh & soli-employed SEP planll, II SEP. chock. 21t Pon:\ny on cally wllhd.owal of SO\llllg!l 29 Alimony paid. Hoclplonl's S5N iii- 30 Add1inos2Jiilhrough2!J. :11 Sub'rnr.IIlnl!~O homline 22. This Is yClur adlusled qros! Income For Prlvicy Act .and Paperwork HcducUon Acl NoUce. see paOe 1. our 'OI.11Incornc .. ..0 23. 23b 24 25 26 27 28 29 ... rnHI/H'l.1V l.tOr. Nul.: r.hr4~tnu ..,.... w.llnolth.tlu'rOUI I~. lOI rrll...,. rUII1 "01",,,, 1'10,01 bun. l-huhtJon I,nu 1I..rllJLb .1 tlll.lllrlll/I ,,11.1111"1111111.... (,l...tIlL . l,w.d ",,111 rOil . oJ,lI"" loll' IO.UI 'l'o.....U.IDd'WD/U IHUp"IlIQ" '""II.III/chnntl_ O'lnn.ttnll"tllc n"l.nl""tJ.l.uw'_ /'IdlJlllOmbu. rnt"',,duII ,,,,...l.lllw' ~ 1 2,1.11 6,369 9,67.3 3,000. 15,103. 15,103. Fo,m 1040 (1996) fnllnl0ol0(1011111 Tall'- 32 ,ComplJ- 33. lotion 35 II you walll 36 Ihu IRS 10 Iigulo your 31 IlIM,IS00 Iho 3B 1l1lSlruc!lona lor 1111037. Crodlts 3U 40 41 42 43 44 Olllor 45 Taxos 46 4r 4B 4U 5G 51 Paymonts 52 53 54 l\IIoch Forms W-2, 55 W~2G, and 56 109Q..R on 5T pogo ono, 5B Rofund 5& Hovo il sonl 500 difoc1IV 10 your bank Dccounl! SeG 11151. and hllln GOb c, and d. 61 Amount 52 You Owo 53 1 'JfI - ") Ii - n 3 0 3 Pn n 2 , . .. .32 _. 1 S , 103 . DUhl\d.[~ . ~ 330 ~ ~ .'. 331> 0 /~ ~ ~ 34 ~ % D^VlIl 0 1.:111':1' AlI1oUlIlllll/Il!l'llJJI(i1iJILJt"I..du/o~nhl(:umQ) .",...., Chu,k II; lJ YOUWlHU (j~i or uldur, 0 OhIlO, 0 5fJouao WilU tjo Uf oh.h.l1, AUlJ 111u IlIHHh()lol OOIlU!.i ,llltl:kull nlJl)vu oniJ Ollhlllliu lullll !1UIU , b II ~'ou mil 1Il1ll1lUlJ ILhng tillpill ,\ll..ly 01\(1 YUUI tlPOUfiU IIUII1lIUlStJuc.lU'IIUI\50r ynu mil ,1Ihl,ll-r.lilltHl.lllUtl. ',III/ Uu,IIUl.hOII:\ ,llItJ,lu!,k hmll J4 [Ilh.ll 1"QII\'Ull dcdul.lltlU511fl/ll ~';dll't.Juh.. ^.llIlU ;111. 01\ SlilnllMtJ dctluc.IlUI1 ~lIuwn billow lor \'OIJI hllll" l.hlltJ'J. Uul llllll 1!l1l 1110 IIIOIIII(IIOIIU II YIJU dUJ,kuu II/1Y bOil ollhtllJ:JJal U, b or !>OIl\UOI\O I.uger cDlldaunyolJ ,'~ n duponc.lotll. of . Sirloln-.. $",000 . M,lI1111d '11I1llJ )olllllyor auohIVII\l) wltJow(u/I-" $6,700 vour: . Iluud 01 hOlJ',ldlotll~.. 't~,OOO . M,ltlllltJ lllillO t;llp.l,.1IfJ1V -~ $J,:J(jO ~UlJllilt;l linn Jot hUllIlltlu.lJ. ~ S.,., . ~ ~ .. .~ .~ 12,734. 2,369. 2,550. o . o. 43 44 4~ 45 47 48 49 50 ~/. 5' % o . o . 1I11nu J~ itl $OOI<4/fJ UI h.HHI, ll\lI11ll'ly 'P,~tJO by IhQ IOl,lllllltlllJllI ul (J~I.!Il\pIIIJIIG c.;1.mllllt.l un 11110 ad. II hllu :)2IGovl!1 $OO."'lrJ. ncu Ihu WQ/kshccl1U IIIOtllr.I.lullha OIllOllllllo U/ltu, T.lMolblo IncomQ. ~uhl'.11.:Illlllt JU lIo/l\lInO J~.lIllno JQI~rnOlU lllilllhllu :I!"J, unlu, "0" Tu. $uoinGlluCliutl!J. Ctlut'k lllolnt UU;IIlUUG illlY I.ui 110m .. 0 FOlm(G) DOl" b 0 rOlm"lJ72 CIOdl1 rm dllrd oml dllpUlldUlll cmlJ m'pl.!n~u!J. All ,1.;11 r:ullll ~"., 1 C,elM hJI 11\11 chJl!ltvolllln tJi'I.lhll:t.l. AlI,ldl 51.:11U..Julu n . FOlcIUIII.111.CIOtJil,AII,lCl\rlllnlI11Ii . . . . . . . Olhm. Chfl'k II ham ., lJ CIlIIll JUDO b U FU/lnO:lOIi cO FOlIlll\001 dO rUlln(r.pccllYI ^lJc.J ImuG 30 t1uollljll042 Suhll"r_llillU <4] Irmnllnr}:'In 11 hnn i1:111mnl" III.m htH' 10.I/I\II'r ~f')- 5ulI.clIlflloymullll.1ll. All",h' ;dlUtllIllJ ~Ii AIIClllnlivlJ mhllllllllnlnlf. AIl,ldl rUlIllli;!!11 ~OC"III.lIl:lJlIIV illlIIMuU1ClIlllli1K 011 lip UlCl}lIIU IIHIll.'pOlled IIJ tII11pIIJVI:I. AII,lt.1I fOlIll" 1:J1 . TlIll. 011 qdllhhul.IlullllJlnOll1 pinna, illc,;hllJing IR^~, II '1..'l\IIHllll, '11I.1C11 rOlln ~J~O Adv.11ICU uOlllul.IlllCOn\IJ CIUdl1 PllYlllOIII~ hOlll FOII11(:JIW.2 Hal/Gollolc.J omploymenll.1lCUG. AII.1Ch SChodule H 3U 40 41 ../.., /,~. 42 AtJdllnmi ""UuOilfJhM Thi'\ I!; YOUllol.lll.lll ForJurllt incomo IOll.Wllhhcld Itom FOllll~ W-2 oll\lJ 100:1 52 1 DOG o'Slilllalud 1;UI p.lynllJlIl'J lInd DllluUlll .1pphod hom 100~ 53 Earnat.llncomo crodlt.Allilt;h ~chQdulu (IC II you h.1\I0 D qU:lhlyUlCj ~ child. Nonlall.Dblo cOIned Incomo: Dtl'IotJllI '" I I ~ Bnd Iypo ~ NO 54 Arnalllll paid willi FOlfll 040GD (uKlansioll roquo51) . 55 (ll.CU~5Gocialt>cCtllllvm\d"nTAliuIWllhllchJ(5COUH',I). . . . )_6 OlhorpnymunlG.Chock'lhonl OIl 01:0'1112,130 hlJ FO''''''1JO 51 Addllnu:'i!'J'-lhrmu h!"J7. Tlumn 010 011I lolnl 1.1 menl. II hna M i:JmOIO Ihonhllo~'. GulJuocllmo 5ll1011l hna~O. 'TIII:; IG Iho ,JlIlOl"~1 you OVEnPAIO Arnounl olllno on you~!'U!.!lfUNl?.E.O TO YOU. ...' , . , b /1outll19 numbo, 03100001 J c Two: 11_r'UCkI119 OSuv;ng; d Accolll1lnuml>n, 57.095903610396 ^nlOltlllollhln5nynuwnlllAPPLlEO TO 1997 ESTIMATED T^X '" 6' 1111110 r,lln IllOro 1I13111111U ~u, 5ubUOIClhllU ~hOlll11/10 ~I. TI1I5 i:s IhoAMOUNl' YOU OWE. For dulJit!l on t,owlO pny ilnd tJGO Form 1040..V. ncuulGlllltlion~ EslimBICHII.1)f pf'!n.111y. ~I:;o illcllldo on 1i1H! G2 I 63 577. 577 . 577. Sign Horo U"dtl p.n.III.' 01 P"JU''1, I dlCl,.. 11'1.11 1'1..... ,.,mln'd Ihl.I'h"n ,,"JoIuomp..nl'lng uh.l.luln.nl.l.I'I.menll, .nl.l \11 the bul.1 MY kno"l..... .n' b.lI.r. Ih.\, lI. 11"". cUI,nl, .InoJ I ulnpl.le. OILI.Mhon 01 p"P"I" loUI" Ih"'1 ....p.y..ll' bu.d on.n 1"lolm'lIon 01 """!'Il,,h pIlP"" 1'1.. ,n., kno..I.4,.. Knop Q copy 01 Ihls lolum larvou, rur-old!l. Paid Proparor's Usa Only .u. rnrm 1n.tn ".,.,M .... Your :.lrJnJlu,O rInfo.!:.IIl"ti on (2~ - Do not file ~ f,pOU~.II'!t r.1{JIHlllllo.1I il Jlllllllolu,n, UOTlI /ll1J~1 nllJII. rrnfol:IIl"tion only - Do not (il' P'Op;\rOf'!J signoluro Firm's n;tllll/ (Of YOlWI Ifscll"lJlllpluyod) .mc.J ildiJ,c!\'\ 0;\10 Your OCcupi\1ion UNEMPLOYED Oato Spou:ou'G occtJpi1IiUI1 0010 Chock il 3 / 11 /97 ,.II-om 10 nd II ^ND R Br.OCK EM,TEHN T^X SERVr E.I.N. iTfiul~ r ~;niTflG, PA ll"cndo Fn'lHO~2V 1.106 PIOpIIOf'. GOclAJ socurily no. 198-36-8383 43-1632899 17112-0000 fo,m 1040 (1811) ,"" C:IOFFlctIWI'WINIWI'UOCfiUJOMI' '1I'III'IILt.I&Ir FobfUn,y ~o, 10011 EXPENSES WEEK MONTH YEAR Hoalth :& ;307.67 Aulomobllo Fuol li :z.a...oa Repairs :& 250.00 Personal Clolhlno l& Q..Q..QQ Food :& 594.00 Dnrbnrlholrdrouor $ 2Q.QQ Crodll Paymonls Crodll card :& 100.00 Memberships $, Q..QQ Loans (Cllmp Hili $ 682.50 Proporly) Crodll Union :& Q..QQ Miscellaneous HOU5Dhold holp $ Q..QQ Child caro $ Q..QQ Papors/books $ 1J..QQ Imagazlnes Enterlalnment $ 250.00 Pay TV $. 2.UQ Vacation $ Q..QQ Gills $ 25JlO Logalloos :& 250.00 Invoslmonl $ 92..O.Q Exponso Tolal Exponsos ~ ~ ~ ~ i QJ2Q 2 . O"'C. of Dlvorc. '!..a.., 9 NOrlh Hanover Streel Carlisle, Pennsylvania 17013 ,,, . ~.,.,. ,~., . . "'-1. : ..~ ~~~~ J;Ul:~' '--- ~ JnSUlticleol r1r!ri;;;;iJ;} o '1'1~ I. : . . . . :03': : _ . to.. : . . 71~83J4 v,., POITAOf : ~. t ~\clw-c }-J'X!~~ CJ4- y~ A,"1~'<s- , MARYANN EBERI.E: STONE GLENN APARTMENT 1/ 104 STATE COLLEGE, PA 16801 ~o '''~r~I.~'.Wt. ~olll",~.~ r-I/!....i..~->..-';. " ... . . ' ., , , , " I' ,,f , I " ....;;;.. ..1-....-- " ., ,". ..-..." vs. I IN THE COURT O~' COMMON PLEAS Of' I CUMBERLAND COUNTY, PENNSYLVANIA I I NO. 97 . 4506 CIVIL I I CIVIL ACTION - LAW : : IN DIVORCE MAllYANN EBEIH,E, Plaintiff DAVID O. EBERLE, Defendant ~ AND NOTICE BETTING HBARING TO: Maryann Eberle , Plaintiff P. Richard Wagner , Counsel for Plaintiff David O. Eberle , Defendant Debra Denisor. Can tor Counsel for Defendant You are directed to appear for a hearing to take testimony on the outstanding issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania on the 4th day ~ of August , 1998, at 9:00 a.m., at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case. 'J0 E. ~offlr, President Judge Date of Order and Notice: 4/30'198 By: (lLL~b Divorce Master I F YOU DO NOT HAVE A LAWtER OIl CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHEllE YOU CAN GET LEGAl. HELP. " CUMBERLAND COUNTY BAR ASSOC I AT ION /. L1BFIlTY AVENUE CAI<LI~;LE, I'A 17013 n:1.1':l'lIuNI': (';1 '}) ~4q-.ll (lI, , , , , , " ~ ~ ~ Vv ~ ,~ H " r!' ':'J ~ 'b \\..' ~ ~ \1 .....i " 1,1 ,,"'-.1 "-J :...r) ~iI ",. .-.1 '.. " , Ill' , -rll', r,) 'll ~ ') I t.') " , .',' , I " i ., .. , , , -"- , \-1 .,'1 f.. 11 I ,.r!.. ~\ " \ "