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Home My WebLink About97-06619 ~ ~ ~ i ! , , ~ , , ! I I " I I ! , 1 I I I j ~) ~' / ! i! .., ~.~.~~.*.~~.~.~.~,~,~.~.~*,~*.~-~~),~.~~.~*.~._-~:~ ~ "-~- ---", " ,-" ,,~""" ,--" ,,' -- <<,- --''-<--' '-'~'i~ ~ i~ l~ 8 ~ ~ ~ ~ ~ $ ~ ~ ~ ~ ~ M ~~ ~\ IN THE COURT OF COMMON PLEAS OF CUMBERLAND ~.. STATE OF ~~ ~ ., * ~ ~ M' ,I .1 ~( ~i ~I ~! ~' ~l ~' ~I ~! ~, ,I ~) '} ~l ~l M. ~ , ~ ~ ~ ,;, r,. CONNIE CLESS, Plaintiff \' ~'r:;lI... KENNETH CLESS, Defendant COUNTY PENNA. l\ (I, 97-6619 CIVIL TERM DECREE IN DIVORCE ANDNOW~,~"ry,.."" lcf1~.., it is ordered and decreed that ",.,.. .CONN.IE ,CLE,SS . . , ' . , . , , , . , and.. . . , . . . . , << . . . . . . , . .KE~NE,TH. C,LE1?S, . . , , are divorced from the bonds of matrimony, ~ The court retains jurisdiction of the following claims which have ~ been raised of recfrd in this action for which a final order has not yet '. been entered; It;VO I~ The terms of the agreement reached between the parties before the !~ , .Ma!l,t,eI;' , , ,as ,';lUtU~ed . i~, .t.i!e. iltti;lp/1ed, tr:a,I)~P::~Pt, .Q~ , tn,a.t; . me.etillg, ! ~ which was held on October 21,1999, are incorporated into, but shalJ~ ,.not, merge 'with, ,this.Decree. ,.",."".." ,.,. ,..,.,.., "" '.", '" :~ ~ l~ "'. T~f/0!1~ f!.~ _ ^...," ~~~O'hO,,"'O" '; ,;, ~ ~ ~ ~ ~ ~ M .> ~ ~i _1_- ____ _ .'...:- .z. .z. .>>:. .~ , . . . . . . , , " , . , '. plaintiff, . , . ' , , , , , , , , , " defendant, ~ ~..~~..~.*.~.~.~.~~..~..~*~..~..~~.**** , ~ i l~ ~ ,;, ~ ,;, ;:I ~ ~ ... .' '. . kJ.~fl M~~~ '7ha2f e1t<k /<<,;/,?? 7r4 ~ Z 4- ~ ~ .. ... ",- . " CONNIE CLESS, Plainti f f HI 'rilE COURT OF COMMON PI.!!:AS OF CUMBERLlIND COUNTY, PENNSYI,VANLA NO. 97 - 6619 CIVIL 'f " :'1' , vs. , , .l' ~t ", :,1';' ~ . Ii' ':f:' , . 'Oil' '''J) :'./J 'H, KENNETH CLESS, Defendant IN DIVOHn: 1'UE MAST&:H: Today i,; Thursday, Octolwr 21, 1999, This is the date set for a Muster's hearing In the .,~ ," '~l~t;, ;". .:(~1, ~,;,. , ~'tt' ,:'f; ~!.t~. ~{'~!','."f ''II. . ",. "f""~ above captioned divorce proceedings. Present in the hearing room are the Plaintiff, Connie Cless, and her 1',:, '. .;~ ~' ,-;" (.; counsel Samuel L. Andes, and the Defendant, Kenneth r:less, . " ~' " . ' r: '.f'" A divorce complaint Wus filed on Decemlwc 1, and his counsel Michael A. Scherer. .-";,,, ..; t~ ';"::,-', :.. / '; 1997, raising grounds for divorce of Irretrievable hredkdown ',;, I, - ' " '1' . _'~l_I, -1-':. , . >~ . - ,. " of the marriage and illdlgnities. ',.. '",,~ Counsel have provided the Master will, affidavits of consent and ~Iaivers of notice of intent ion to request entry of divorce decree sig"ed by both partil's and dated today. 1'he Master will file 11ll! affidavits d'ill waivers with the Prothonotary. The divorce will be concluded under Sect ion 3301 (el of till! [lomestic ReIdt inlls Code. 'I'he cnmpJaillt also rili,wd the economic; claim of equitable distribution. No other' economic claims WIHe raised in the proceud I 111)';. The part i es were marr i ed un November I'), 1992, and separated October 1, 1997, 'I'her.e were 110 ~ ;' -,',-' '.'i': '',;1. ~1{" ~,;\ ' " ,\ ' , -'-:~:1 ': '-~... .' ",~ '''\ : (f', _ ,.~ ',:f'" ,~jj~ ~~~;:. i. " 1~ ij., ~;' , 'I action up to now on the fo llowing tll rmOl: 1. Wife will retain as her separate property free of any claim by husband, the fo II owing assets: "I;, . allier retirement benefits wi thin the retiremllnL plan operated by Heavy DuLy Parts. The pdrtles have agreed Llldt the marital portion of those beneflt~l have a value of $26,251.00. r -::' l ,', ,,:0 ., , , 'r:,:. i' , ". ~ d ,.....0 f, ~~~ .;,': v~;," :;:,ri J-,~{ :' /, _:~' '~j ,;'~ ';~!/,:\ :~. bl The benefits wlthin her rllti rement plan with Alternate Solutions, rnc, 'l'he parties have agreed that the marital portion of those benefits is worth $285.00. cl Wife's individual retirement account with ~'lrsL National Bank of Marysville, The pdrties have agreed Lhat the marital portion of that: individual retirement account has a value of $2,955.00. , , ,',' dl The 1993 Chevrolet Blazer automobile current 1 y titled in both names. . The parties will execute and deliver any and all documents necessary to transfer title of that vehicle to wife alone within 15 days of the date of this agreement. The parties acknowledge that there is no lien against the title to that vehicle and that it has a vallw for purposes of this agreement of $1,000,00. :'j" L : '. 1\; ,\, " lIusband shall receive a5 his sole and separatll the following items and wi It! hereby waives any them. ,i 2. property claim to \ ~l al lIis individual retirement account with the rirsl National Bank of Marysville, The paltles agree that has a value for purposes of this agreement of $9,263.00. " . !_l~ 1:1 b) A savings account clltnint i y re<Jistered in the names of both parties at the First Ndtlonal Bank of Marysv!lle, The pilrties will excecule and deliver iJilY LlIld all docments necessary to transfer Lho balance in th,tl: account to husband with 15 days of, this agreement. 'l'he parties agree that acoount has ,a vallie of $1,106.00 for proposes of this agret!IIl"IIl:. cl A certificate of deposit clIcrently ~e<Jistel"d ill the joint names of both parties witll Lhe First Natiollill lIallk of Marysville. 'fhe parties will exeC:llte and deliver "IIY and all documents necessary to transfer <>wnershlp of that: d,wet to husband's name alone within 15 da'l'; of the date 01 this agreement. The parties agree that, ror purpost! of Lilts agreement, that certificate of deposit has a value 01 ;~' ~.",.'" -.;,,' ~ 1 .i'! ,~, :(f '!off ~<J.: ~l' . ',~ :I, :i~;:. '!f ~ 'ft, . i,~ .Ii'- ',.' F i i ~ '.' .il[ ': .1 't 4' .t .'. '" ' fi' $5,000,00. " t. , '", d) The 1996 Chevrolet ~j-10 I',.'klll' truck curnJlltly registered in both names. Tlw (lurlles will execute and deliver all documents necessary to ll<lnstel that vehicle to husband's name within 15 days ot ttll! ddlu of this a<jreelllent, The parties agree that the vuhlclu h,,:; il vdlue for pllrpo:;es of this agreement of $9,~00.00. 1" '. r' "1 -' " ,', ;/ :~~';i ~.,~,. '. ":t. '" , e) A lIonda fOllr-wtltHJlur recn,,,llcmal vehicle which is currently titled In hU!lbilnd's namu ,done. The parties agree that tor purposes or this agruulIlent, that vehicle has a value of $2,640.00. .,,-1> ': "s R:~ ''i,i. J' ;;4;': ,)t, ,<~;:.J! ,~~.-t:"'-!-, ~~',~\ " ;" '~, tl\~,~, 'J :~l.-''?f;'''-i' .~;r:\'j '~I"',1;;~. ~. ,~ ::, tU', ','1:{ ~ 'IW 'I~" " '~, ;~;f.:~ "., 'f'" . ~. 3, lIusband's ilttorlley III holdllllj In an interest bearing escrow ilccount thu :;11111 of ~t,", 11'1.00 which represents the procembJ of t hu lid I" III the residence formerly owned by tllll pdrlllls In both ndllles. Within ten days of the date of t11111 alJruulIlent, hUBhand's attorney shall disburse tho15e fllnd~l il!l fo I low:! ; ,L. + ..<I,.. t..':'" a) lie shall dillhllnHl ~n,()O(J.(JIJ of those funds to husband. ;'.. i.I b) lie Ilhdll dlllhurllu ~42,Otl().U() IlC those funds to wife. . c) Any funds l'elllilinln'J III tilt! account after such disbursements shelll Ill! distributed :;0 that wife receives 60'A of them and husband ruc:ulvu" 4(J'6 ot them. Upon disbursumunt of these funds, the account shall be closed. r 4. Wife hMl <I c/lrllficoIl<l ut deposit with the I.'ir:;t Nationai Udll).. o[ N.JI'Y:IV1IIIJ "hldl I:; certifl.cate No, jU~)'15l5 and which h,15 iI v,dlJU <It thl! prusenl Lime of $15,00U,OO. Both partlell ilcknuwl<!d'lll tlt,II Ihls I;; not marital pruperly and shall and CUIII,jill I It" till I e i.nd Sl:f'il rill: e propert y "I \1 i fe hereafter. i: t:<. 0' 5. The I'"r I les cur runt) y hold in their joint "..IlleS the tH1e to II 195/ Chevrolet automuhile. The parties "'lree that the voh I c: III w III be tl dns fer red to husband I s naill" Ii lone and the partlllu <lh.dl execute and deliver all necessary documenttl I'll iJCCulllpt I:;h Lhlil Lranslt" within 15 days ut Ihe date of this <l'Jrucmenl 6. 'I'hu pilrtill:J d1so (JIIII a uli I ity trailer and Ii ,Juhn Doeru lawn trilctllr which shilll be illld remain the sepdrilte ~ r ! , ~ ..... .. :,,, :( :.('. "i.' '~~... ;,.'.", .'- ,,: . .~ ,;;. t' '\.: , ':~' :~ft .~.;~. '-I ' !t ,I :,~ ': , '.-'. ; t". , it, '" Y' ,1 .'ft ,f' ). ' -I: ., '.. .~( " ,_.l ,~~~:' ,;" Ii:," . ~'. h~' .~~' f ,', 0<, " [~ .:1 " ,. .' "', f, , " ;" l' "1; ,l., r;,.' .;. ,.j' ,~,,' "t\W '''', ,\~ Jot'" I, \. ,;, ".i, 'Yf.! ;., U~l . . property of husband hereafter. 7, The parties have previously divided all of their other tangible personal property and they have agreed that each of them shall retain those itemt; of such tangiblB personal property now in each of thei r possessions ami Bach party waives any further claim to lIw itBms of tangible personal property which are now pre:;Bntly in the posset;ion of the other. 8, Each party waives any further claim to the equitable distribution of marital property, any claim to alimony, alimony pendente lite or counsel fees and expenset;, 9. Except at; herein otherwise provided, each party may dispose of his or her property In any way and each party hereby waives and relinquishes any and all rights he or t;he may now have or hereafter acquire under the present or future laws of any jurisdiction to share in the property or the estate of the other as a result of the marital relationship including without limitation, statutory allowance, widow's allowance, right of intestacy, right Lo take against the will of the other, and right to act as administrator or executor in the other's estate. Each wi II at the request of the other execute, acknowledge, and deliver any and all instruments which may be necest;ary or advisable to carry into effect this mutual waiver and relinquishment of all such interest, rights, and cia imt;. MR. ANDES: Ms. Clest;, you heard what r jUt;t dictated? MS. CLESS: Yes. MR. ANDES: And we spent the morning debatinCj with your husband and his attorney and exchanging information about the assets of the parties I is that Li(Jht..! MS. CLESS: Correct. MR. ANDES: Are you :;iltisfied that you understand what I just dictated and the terms of the agreement we have reached? ~ , MS. CLESS; Yes, MR. ANDES; Are you satisfied that you know what the assets are and what they are worth? MS. CLESS; Yes, MR. ANDES; And are you satisfied with the terms of the settlement that we have reached with your husband and his attorney at I just dictated it.? .; MS. CLESS; '{es. {,' MR, ANDES: Do you understand the ageement? . MS. CLESS: Yes. MR. ANDES; Are you willing to be bound by it? MS. CLESS: Yes. MR. ANDES: And are you willing to settle the case and conclude a divorce on those terms? MS. CLESS; Yes. MR. SCHERER; Ken, you've also been present with me this morning and have reviewed the marital assets, and are you comfortable that you have full knowledge of all of the assets in this case? MR. CLESS: Yes. MR. SCHERER: And you've been present for the agreement that Mr. Andes dictated; is that correct? MR. CL~:SS: Yes. MR. SCHERER: Do you understand it? ~ . . MR. CLESS: Yes. MR. SCHERER: Do you have any questions about it? MR. CLESS: No. MR. SCHERER: Is it your desire to enter into that agreement that was dictated by Mr. Andes? MR. CLESS: Yes. MR. SCHERER: And do you understand that after you leave today that that agreement binds you and it cannot be changed in any way? MR. CLESS: Yes. I acknowledge that I have read the above stipulation and agreement, that I understand the terms of settlement as set forth herein, and that by signing below I ratify and affirm the agreement previously made and intend to bind myself to the settlement as a contract obligating myself to the terms of settlement and subjecting myself to the methods and procedures of enforcement which may be imposed by law and in particular Section 3105 of the Domestic Relations Code. WITNESS: DATE: ~~ Attorney for Plaintiff M~C~~ Attorney for Defendant ~\)J ~? ~~ Connie Cless _~~~q9 jpM~ ()fo~__. Kenneth Cess ~ '.. 0', .. " .~ , .' .. , . i ~: J , " I ; I L. < I. I , .. I., t.!1 CONNIE CLESS, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. CIVIL ACTION - LAW NO. 97-6619 CIVIL TERM KENNETH CLESS, Defendant IN DIVORCE PRAECIPE TO TRANSMIT RECORD TO THE PROTHONOTARY: Transmit the record, together with the following information, to the Court for entry of a divorce decree: 1. Ground for Divorce: Irretrievable breakdown under Section 3301 Ie). 2. Date and manner of service of the Complaint: Acceotance of Service filed bv Defendant's counsel indicatino service on or about 1 Januarv 199B (Acceptance filed on 10 November 19981. 3. Complete either Paragraph la) or (b): (a) Date of execution of the Affidavit of Consent required by Section 3301 (c) of the Divorce Code: by Plaintiff: 30 November 1999 by Defendant: 15 November 1999 Ib) (1) Date of execution of the Affidavit required by Section 3301(d) of the Divorce Code: (2) Date of filing and service of the Plaintiff's Affidavit upon the Respondent: 4. Related claims pending: None 5. Complete either la) or lb): la) Date and manner of service of the Notice of Intention to File Praecipe to Transmit Record, a copy of which is attached: lb) Date Plaintiff's Waiver of Notice in Section 3301 Ie) Divorce was filed with the Prothonotary: Dated 30 Novemher 1999. filed contemooraneouslv herewith. Date Defendant's Waiver of Notice in Section 3301 Ie) Divorce was filed with the Prothonotary: dated 15 November 1999. filed contemooraneouslv herewith. ... BYs~~eWQ~ Attorney for Plaintiff Date: b ~~ l'\q<r IN THE COURT OF COMMON PLEAS OF CUMBERLANlJ COUNTY, PEN"ISYL VANIA CIVIL ACTION - LAW No 97- t.(P/9 Cl,)~l/~ Connie Cless, Plaintiff V. Kenneth Cless, Defendant NOTICE You have been sued in court. If you wish to defend against the claims set forth in the following pages, you must take action within twenty (20) days after this Complaint is served, by entering a written appearance personally or by attorney and tiling in writing with the Court your defenses or objections to the claims set forth against you. You are warned that if you fail to do so, the case may proceed without you and judgment may be entered against you by the Court without further notice for any money claimed in the Complaint for any other claim or relief requested by the Plaintifl' You may lose money or property or other rights important to you. f~ I i I ! ; YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE ALA WYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Court Administrator Fourth Floor Cumberland County Courthouse One Courthouse Square Carlisle, I' A 17013 717-240-6200 IN TIlE COURT OF ('OMMON PLEAS OF CUMBERLAND ('OUNTY. PENNSYLVANIA No 9'7- t...."-'9 eil.HI k/l..rl Connie Cless, PlalOl1ff V. Kenneth C1ess, Defendant Civil Action' Law COMPLAINT IN DIVORa; I. PlalOtlffis Connie Cless whose current address IS PO Bolt 182, Enol&, Cumberland County, PennsylvanIa 17025. 2 Defendant IS Kenneth C1ess who currently reSides at 1026 Valley Road, Enola, Cumberland County, PennsylvanIa 17025 1 Both PlalOtlff and Defendant have been a bona lide reSIdent 10 the Commonwealth of PennsylvanIa for at least SIX months Immediately preVIous 10 lihng of thiS Complaint. 4. The Plwntlff and Defendant were married on November 14, 1992 5. The parties separated on or about October I, 1997 6 Neither party has instituted any prior actIOn of divorce or for annulment in this or any other Jurisdiction 7. There are no nllnor children by thiS marnage. 8. Amenca Neither party IS a member of the Armed Forces of the Umted States of COUNT 1 ~OMPLAINT IN DIVORCE PURSUANT TO 6JJOllcl OR JJOlldl OF THE DIVORCE (Qlli; 9. Paragraphs I through 8 are IOcorporated herein by reference as If they were set forth at length. 10. The marnage IS Irretnevably broken. 11. The Plwnl1ff has been adVIsed that counsellOg IS avwlable and that Plainuff may have the nghlto request that the court requlle the parties to partiCipate 10 counsellOg. WHEREFORE, Plaintiff requests your Honorable ('ourtto enter a Decree in Divorce, divorcing Plaintiff and Defendant. COUNT II EOUIT ABLE DISTRIBUTION 12. Paragraphs I through II are incorporated herein by reference as if they were set forth at length. 13. Plaintiff and Defendant have acquired property, both real and personal during their marriage from November 14, 1992 until October I, 1997, the date of separation. 14. PlaintilTand Defendant have been unable to agree as to an equitable distribution of said property WHEREFORE, PlaintilTrequests your Honorable Court to equitably divide all marital property. COUNT IV INDIGNITIES 15. Paragraphs I through 14 are incorporated herein by reference as if they were set forth at length. 16. Defendant has olTered such indignities to Plaintiff, the innocent and injured spouse, as to render hislher condition intolerable and life burdensome WHEREFORE, the Plaintiff requests this Honorable Court to enter a Decree of Divorce in this matter pursuant to 3JOI(a)(6) of the Divorce Code. Respectfully submitted, j/ , ~""~~I / Keith B. DeAffilond, Esq Attorney for PlaintilT DeArmond & DeArmond 2800 Market Street Camp Hill, PA 17011 717-730-9394 Supreme Ct. 10. No. 58878 VERIFICATION I. the undersigned, do hereby verify that the statements made in the foregoing document are correct to the best of my knowledge, information and belief I understand that statements herein are made subject to the penalties of 18 Pa. C. S ~4904 relating to unsworn falsification to authorities. Date \G- '6-"1 (' L~" Cl..- C ~.......,. Connie Cless CONNIE CLESS, ) IN THE COURT OF COMMON Plaintiff ) PLEAS OF CUMBERLAND ) COUNTY, PENNSYLVANIA ) vs, ) CIVIL ACTION - LAW ) KENNETH CLESS, ) NO, 97-6619 CIVIL TERM Defendant ) IN DIVORCE ACCEPTANCE OF SERVICE I hereby enter my appearance on behalf of the Defendant, Kenneth Cless, nd accept service of the Complaint in divorce on his behalf as of 1 January 1998, rnd acknowledge receipt of a copy of the same. II I ipATE: 11/"/1~ II I I ..r ~~ MICHAEL SCHERER Attorney for Defendant I I ~. .. r: l!"-. , C,.: . ,.... , , c'l , , ! tt~ l,_ i:- ~ . ,. ,r. :", u 0'. U CONNIE CLESS, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 97-6619 CIVIL TERM CIVIL ACTION - LAW IN DIVORCE v. KENNETH CLESS, Defendant PLAINTIFF'S AFFIDAVIT OF CONSENT AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER SECTION 3301(C) OF THE DIVORCE CODE v'V 1:th" A_~!Jlplaint in divorce under Section 3301 (C) of the Divorce Code was filed on NcI ".i'iiiiiier 1, 1997. 2. The marriage of the Plaintiff and Defendant is irretrievably broken and ninety days have elapsed from the date of the filing of the Complaint. 3. I consent to the entry of a final decree in divorce without notice. 4. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 5. 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. 6. I have been advised of the availability of marriage counseling and understand that I may request that the court require counseling. I do not request thaI the court require counseling. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penallies of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Date: \ (\ 'J..\ - <11 L.t....-yv-..nU,'..U\.; / Connie Class "" >- ~ >-,. U.J';~? () . F:~-i (". . X~.f LJI.' ,":l, .... I /. o '" .:t en r:; :4~_ I:.):."; -1;2 ':);::i - .~ -,',ft ).;-:. I ,.- ~:;io .~jth :Ju.. 'j (J ~ ~t <"J C'.l I- W ~, (.l'I 'n ': CONNIE CLESS, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA !i i' " ii 'i '- iI i) I, ij !I II " Ii ii Ii !l il ii ii II ,I i' " il 1. I consent to the entry of a final decree in divorce without notice. " i! 2. I understand that I may lose rights concerning alimony, division of property, '1 !i lawyer's fees, or expenses if I do not claim them before a divorce is granted. II 3. I understand that I will not be divorced until a divorce decree is entered by the 1,1 " court and that a copy of the decree will be sent to me immediately after it is filed with il ii the Prothonotary. " ., " i: Ii il !I , Ii 'i Plaintiff VB. CIVIL ACTION - LAW NO. 97-6619 CIVIL TERM KENNETH CLESS, Defendant IN DIVORCE WAIVER OF NOTICE OF INTENTION TO REOUEST ENTRY OF A DIVORCE DECREE UNDER SECTION 3301/CI OF THE DIVORCE CODE .... \ l- "3>0 -"I ~ Date ~~~ Connie Cless ij CONNIE CLESS, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA NO 97-6619 CIVIL TERM CIVIL ACTION . LAW IN DIVORCE v. KENNETH CLESS, Defendant DEFENDANT'S AFFIDAVIT OF CONSENT, ACCEPTANCE OF SERVICE AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER SECTION 3301(C) OF THE DIVORCE CODE 1. A complaint in divorce under Section 3301 (C) of the Divorce Code was filed on ~le"e",1l8r 1, 1997. pe ..-..J,.r- l(.uJ, t... 2. Defendant acknowledges receipt and accepts service of the Complaint on November 10,1998. 3. The marriage of the Plaintiff and Defendant is irretrievably broken and ninety days have elapsed from the date of the filing of the Complaint. 4. I consent to the entry of a final decree in divorce without notice. 5. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim Ihem before a divorce is granted. 6. 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. 7. I have been advised of the availability of marriage counseling and understand that I may request that the court require counseling. I do not request that the court require counseling 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: /0 ~ ~ 1- 9 9 f~, &OA/1 Kenneth Cless I ,I >- n; j;: ,', ;:~ .' ~ ~.. { , ro' ...:% c;. ~ !;-:i 1"):5 ", -,..~ .oJ..t :~}:2 .'tn ''";"... . ~.7 .'li~ :,.In. 5 u ~ '..... (~I:' C L'.. , U. ~ t:-:. ,. e> N "" ...... t.:> o CI' en \' , . CONNIE CLESS, I I I I I I I I I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plalntiff vs. CIVIL ACfION - LAW NO. 97-6619 CIVIL TERM KENNETH CLESS, IN DIVORCE Defendant WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVOKCE DECREE UNDER SECTION 3301/CI OF THE DIVORCE CODE 1. I consent to the entry of a final decree in divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees, or expenses if I do not claim them before a divorce is granted. 3. 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 Waiver are true and correct. I understand that false statements herein are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. ~- Date ~~,~ enneth C1ess CONNIE CLESS. I IN THE COURT OF COMMON Plaintiff ) PLEAS OF CUMBERLAND COUNTY, ) PENNSYL VANtA ) vs. ) CIVIL ACTION - LAW ) ) NO. 97-6619 CIVIL TERM KENNETH CLESS, I Defendant ) IN DIVORCE PRAECIPE iTO THE PROTHONOTARY: Please withdraw Counts II (Equitable Distribution) and IV (Indignities) previously filed in this :matter by the Plaintiff. 'i Ii !' " \~ ~<1 B~~ Sa L. Andes Attorney for Plaintiff ipate: " j: :! ;: ,. I! Ii - !\ i. , ,. i i , , II :: Ii \; , I :: . 0:, (<~ I. ~ - ! - < ., , I tl. ( , I. " , l.. ., 0 l , CONNIE CLESS, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. NO. 97 - 6619 CIVIL . . KENNETH CLESS, Defendant IN DIVORCE THE MASTER: Today is Thursday, October 21, I ~ I ; 1999. This is the date set for a Master's hearing in the " above captioned divorce proceedings. Present in the hearing room are the Plaintiff, Connie Cless, and her counsel Samuel L. Andes, and the Defendant, Kenneth Cless, and his counsel Michael A. Scherer. A divorce complaint was filed on December 1, 1997, raising grounds for divorce of irretrievable breakdown of the marriage and indignities. Counsel have provided the Master with affidavits of consent and waivers of notice of intention to request entry of divorce decree signed by both parties and dated today. The Master will file the affidavits and waivers with the Prothonotary. The divorce will be concluded under Section 3301(c) of the Domestic Relations Code. The complaint also raised the economic claim of equitable distribution. No other economic claims were raised in the proceedings, The parties were married on November 14, 1992, and separated October I, 1997. There were no children born of this marriage. The Master has been advised that after extensive negotiations this morning the parties have reached a settlement with respect to the claim of equitable distribution. An agreement is going to be stated on the record which will be considered the substantive agreement of the parties, not subject any changes or modifications except for correction of typographical errors which may be made during the transcription, After the agreement has been reviewed for typographical errors, the parties and counsel will be asked to affix their signatures by way of affirmation of the terms of the agreement, It is specifically noted that when the parties and counsel leave the hearing room today, even though the agreement is not subsequently signed, they are bound by the terms of the agreement as stated ,on the record. Upon receipt by the Master of the signed agreement, the Master will prepare an order vacating his appointment and counsel can then file a praecipe transmitting the record to the Court requesting a final decree in divorce. Mr. Andes. MR. ANDES, Mr. Elicker, the parties spent the morning negotiating and exchanging information about assets and they have agreed to resolve all of the economic issues which they have raised or could have raised in this action up to now on the t.ullo'<li.n') terms: 1. Wife will retain as her separate property free of any claim by husband, the following assets: a) Her retirement beneflts withln the retirement plan operated by Heavy Duty Parts, The parties have agreed that the marital portion of those benefits have a value of $26,251.00. b) The benefits within her retirement plan with Alternate Solutions, Inc, The parties have agreed that the marital portion of those benefits is worth $205,00. c) Wife's individual retirement account with First National Bank of Marysville. The parties have agreed that the marital portion of that individual retirement account has a value of $2,955.00. d) The 1993 Chevrolet Blazer automobile currently titled in both names. The parties will execute and deliver any and all documents necessary to transfer title of that vehicle to wife alone within 15 days of the date of this agreement. The parties acknowledge that there is no lien against the title to that vehicle and that it has a value for purposes of this agreement of $7,000.00. 2, property claim to Husband shall receive as his sole and separate the following items and wife hereby waives any them. a) His individual retirement ac~ount with the First National Bank of Marysville. The parties agree that has a value for purposes of this agreement of $9,263.00. b) A savings account currently registered in the names of both parties at the First National Bank of Marysville. The parties will excecute and deliver any and all docments necessary to tran~fer the balance in that account to husband with 15 days of this agreement. The parties agree that account has a value of $1,106.00 for proposes of this agreement, c) A certificate of deposit currently registered in the joint names of both parties with the First National Bank of Marysville. The parties will execute and deliver any and all documents necessary to transfer ownership of that asset to husband's name alone '<Iithin 15 days of the date of this agreement. The parties agree that, for purpose of this agreement, that certificate of deposit has a value of $5,000,00. d) The 1996 Chevrolet 5-10 pickup truck currently registered in both names. The parties will execute and deliver all documents necessary to transfer that vehicle to husband's name within 15 days of the date of this agreement. The parties agree that the vehicle has a value for purposes of this agreement of $9,500,00. e) A Honda four-wheeler recreational vehicle which is currently titled in hu~band's name alone, The parties agree that for purposes of this agreement, that vehicle has a value of $2,840.00. 3. Husband's attorney is holding in an interest bearing escrow account the sum of $64,114.00 which represents the proceeds of the sale of the residence formerly owned by the parties in both names. Within ten days of the date of this agreement, husband's attorney shall disburse those funds as follows: a) He shall disburse $22,000.00 of those funds to husband. b) He shall disburse $42,000.00 of those funds to wife, c) Any funds remaining in the account after such disbursements shall be distributed so that wife receives 60% of them and husband receives 40% of them. Upon disbursement of these funds, the account shall be closed. 4. Wife has a certificate of deposit with the First National Bank of Marysvllle which is certificate No. 3054515 and which has a value at the present time of $15,000.00. Both parties acknowledge that this is not marital property and shall and remain the sole and separate property of wife hereafter. 5. The parties currently hold in their joint names the title to a 1957 Chevrolet automobile. The parties agree that the vehicle will be transferred to husband's name alone and the parties shall execute and deliver all necessary documents to accomplish that transfer within 15 days of the date of this agreement. 6. The parties also own a utility trailer and a John Deere lawn tractor which shall be and remain the separate MS, CLESS: Yes, MR, ANDES: Are you satisfied that you know what the assets are and what they are worth? MS. CLESS: Yes. MR. ANDES: And are you satisfied with the terms ot the settlement that we have reached with your husband and his attorney at I just dictated it? MS. CLESS: Yes, MR, ANDES: Do you understand the ageement? MS, CLESS: Yes. MR. ANDES: Are you willing to be bound by it? MS. CLESS: Yes, MR, ANDES: And are you willing to settle the case and conclude a divorce on those terms? MS, CLESS: Yes. MR, SCHERER: Ken, you've also been present with me this morning and have reviewed the marital assets, and are you comtortable that you have full knowledge of all of the assets in this case? MR, CLESS: Yes. MR, SCHERER: And you've been present for the agreement that Mr. Andes dictated; is that correct? MR, CLESS: Yes. MR, SCHERER: Do you understand it? .. MR. CLESS: Yes. MR, SCHERER: Do you have any questions about it? MR. CLESS: No. MR, SCHERER: Is it your desire to enter into that agreement that was dictated by Mr. Andes? MR, CLESS: Yea. MR. SCHERER: And do you understand that after you leave today that that agreement binds you and it cannot be changed in any way? MR. CLESS: Yes. I acknowledge that I have read the above stipulation and agreement, that I understand the terms of settlement as set forth herein, and that by signing below I ratify and affirm the agreement previously made and intend to bind myself to the settlement as a contract obligating myself to the terms of settlement and subjecting myself to the methods and procedures of enforcement which may be imposed by law and in particular Section 3105 of the Domestic Relations Code. WITNESS: DATE: ~~J) ~am I L. des Attorney for Plaintiff M~(r.fif:- Attorney for Defendant 3 /'Vv:J 97 c~o-~ Connie Cless .l1-16.~q ~~ ct~ Kenneth Cess - . '* OFFICE OF DIVORCE MASTER CUMBERtAND COUNTY COURT OF COMOON PLEAS 9 North Hanover Slreel Carlisle. PA 17013 (717) 240-6535 E. Robert Ellck.r, II Divorce Master Treel Jo Coly.r Oflice Manager/Reportor w..t Shore 697-0371 Exl. 6535 November 19, 1998 Keith B. DeArmond, Esquire DeARMOND & DeARMOND 2800 Market Street Camp Hill, PA 17011 Michael A. Scherer, Esquire O'BRIEN, BARIC & SCHERER 17 South Street Carlisle, PA 17013 RE: Connie Cless vs. Kenneth Cless No, 97 - 6619 civil In Divorce Dear Mr. DeArmond and Mr. Scherer: By order of Court of President Judge George E. Hoffer dated October 23, 1998, the full-time Master has been appointed in the above referenced divorce proceedings. The motion for appointment of Master was signed by attorney Andes, I am sending him a courtesy copy of this letter. Mr, DeArmond is counsel of record; he has not filed a praecipe withdrawing his representation of the Plaintiff nor has Mr. Andes entered his appearance. The divorce complaint was filed on December 1, 1997, raising grounds for divorce of irretrievable breakdown of the marriage and indignities. I am going to proceed on the basis that the parties will either sign affidavits of consent or have been separated for a period in excess of two years so that grounds for divorce are not an issue. If I am incorrect in that assumption, please advise and I will immediately schedule a hearing on the alternative grounds raised in the complaint of indignities, The complaint also raised the economic claim of equitable distribution. I am directing each counsel in accordance with P.R.C.P. 1920.33(b) to file a pre-trial statement on or ~efore Monday, December 14, 199B. Upon receipt of the pre-trial . Mr. DeArmond and Mr. Scherer, Attorneys at Law 19 November 1998 Paae 2 statements, I will immediately schedule a pre-hearing conference with counsel to discuss the issues and, if necessary, schedule a hearing. Very truly yours, E. Robert Elicker, II Divorce Master NOTE: Sanctions for failure to file the pre-trial statements are set forth in subdivision (c) and (d) of Rule 1920.33, THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE MASTER'S OFFICE AND A COpy SENT DIRECTLY TO OPPOSING COUNSEL. cc: Samuel L. Andes, Esquire . CONNIE CLESS, . IN THE COURT OF COMMON PLEAS OF . Plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA . VS. CIVIL ACTION - LAW . . . NO. 97 - 6619 CIVIL . KENNETH CLESS, Defendant IN DIVORCE NOTICE OF PRE-HEARING CONFERENCE TO: Samuel L. Andes , Counsel for Plaintiff Michael A. Scherer , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover street, Carlisle, Pennsylvania, on the 18th day of March, 1999, at 9:30 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 12/31/98 E. Robert Elicker, II Divorce Master Samuel L. Andes, Attorney for Plaintiff, has not filed a pre-trial statement as of the date of this notice. Michael A. Scherer, Attorney for Defendant, filed a pre-trial stateMent on December 14, 1998. . OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Streel Carlisle, PA 17013 (717) 240.6535 E. Robert EUek.r, II Divorca Masta, Treel .10 Colv.r Offica Managar/Raporta, w..t thor. 697.0371 Ex!. 6535 October 22, 1999 Samuel L, Andes, Esquire 525 North Twelfth Street P.O. Box 168 Lemoyne, PA 17043 Michael A. Scherer, Esquire O'BRIEN, BARIC & SCHERER 17 West South Street Carlisle, PA 17013 RE: Connie Cless vs, Kenneth Cless No. 97 - 6619 Civil In Divorce Pear Mr, Andes and Mr, Scherer: Enclosed is a draft of the agreement which you put on the record on October 21, 1999, Please review the draft for any corrections with the understanding that no substantive changes can be made, When you have reviewed the draft give us a call and let us know if you want us to send the original to the Plaintiff's attorney for signature who then can transmit the original to the Defendant's attorney for signature, When I receive a signed copy of the document, I will then ontain a Court order vacating my appointment, Thank you for your continuing cooperation in bringing this matter to settlement. Very truly yours, E. Robert Elicker, II Divorce Master CONNIE CLESS, IN THE COURT OF COI1MON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA vs, NO. 97 - 6619 CIVIL KENNETH CLESS, Defendant IN DIVORCE THE MASTER: Today is Thursday, October 21, 1999, This is the date set for a Master's hearing in the above captioned divorce proceedings. Present in the hearing room are the Plaintiff, Connie Cless, and her counsel Samuel L. Andes, and the Defendant, Kenneth Cless, and his counsel Michael A. Scherer, A divorce complaint was filed on December 1, 1997, raising grounds for divorce of irretrievable breakdown of the marriage and indignities. Counsel have provided the Master with aff.idavits of consent and waivers of notice of intention to request entry of divorce decree signed by both parties and dated today, The Master will file the affidavits and waivers with the Prot~onotary. The divorce will be concluded under Section 3301 (c) of the Domestic Relations Code. The complaint also raised the economic claim of equitable distribution. No other economic claims were raised in the proceedings. The parties were married on November 14, 1992, and separated October I, 1997. There were no children born of this marriage, The Master has been advised that after extensive negotiations this morning the parties have reached a settlement with respect to the claim of equitable distribution. An agreement is going to be stated on the record which will be considered the substantive agreement of the parties, not subject any changes or modifications except for correction of typographical errors which may be made during the transcription, After the agreement has been reviewed for typographical errors, the parties and counsel will be aSKed to affix their signatures by way of affirmation of the terms of the agreement, It is specifically noted that when the parties and counsel leave the hearing room today, even though the agreement is not subsequently signed, they are bound by the terms of the agreement as stated on the record. Upon receipt by the Master of the signed agreement, the Master will prepare an order vacating his appointment and counsel can then file a praecipe transmitting the record to the Court requesting a final decree in divorce, Mr. Andes. MR, ANDES. Mr. EliCKer, the parties spent the morning negotiating and exchanging information about assets and they have agreed to resolve all of the economic issues which they have raised or could have raised in this action up to now on the following terms: I, Wife will retain as her separate property free of any claim by husband, the following assets: a) Her retirement benefits within the retirement plan operated by Heavy Duty Parts. The parties have agreed that the marital portion of those benefits have a value of $26,251. 00, b) The benefits within her retirement plan with Alternate Solutions, Inc, The parties have agreed that the marital portion of those benefits is worth $285,00. c) Wife's individual retirement account with First National Bank of Marysville, The parties have agreed that the marital portion of that individual retirement account has a value of $2,955.00. d) The 1993 Chevrolet Blazer automobile currently titled in both names, The parties will execute and deliver any and all documents necessary to transfer title of that vehicle to wife alone within 15 days of the date of this agreement, The parties acknowledge that there is no lien against the title to that vehicle and that it has a value for purposes of this agreement of $7,000,00. 2, property claim to Husband shall receive as his sole and separate the following items and wife hereby waives any them, a) His individual retirement account with the First National Bank of Marysville. The parties agree that has a value for purposes of this agreement of $9,263.00, b) A savings account c~rrently registered in the names of both parties at the First National Bank of Marysville, The parties will excecute and deliver any and all docments necessary to transfer the balance in that account to husband with 15 days of this agreement. The parties agree that account has a value of $1,106.00 for proposes of this agreement. c) A certificate of deposit currently registered in the joint names of both parties with the First National Bank of Marysville, The parties will execute and deliver any and all documents necessary to transfer ownership of that asset to husband's name alone within 15 days of the date of this agreement. The parties agree that, for purpose of this agreement, that certificate of deposit has a value of I t . $5,000.00, d) The 1996 Chevrolet S-lO pickup truck currently registered in both names, ~he parties will execute and deliver all documents necessary to transfer that vehicle to husband's name within 15 days of the date of this agreement. The parties agree that the vehicle has a value for purposes of this agreement of $9,500,00, e) A Honda four-wheeler recreational vehicle which is currently titled in husband's name alone. The parties agree that for purposes of this agreement, that vehicle has a value of $2,840.00, 3, Husband's attorney is holding in an interest bearing escrow account the sum of $64,114.00 which represents the proceeds of the sale of the residence formerly owned by the parties in both names. Within ten days of the date of this agreement, husband's attorney shall disburse those funds as follows: a) He shall disburse $22,000.00 of those funds to husband, b) He shall disburse $42,000.00 of those funds to wife. c) Any funds remalnlng in the account after such disbursements shall be distributed so that wife receives 60% of them and husband receives 40% of them, Upon disbursement of these funds, the ar.:count shall be closed. 4. Wife has a certificate of deposit with the First National Bank of Marysville which is certificate No, 3054515 and which has a value at the present time of $15,000.00. Both parties acknowledge that this is not marital property and shall and remain the sole and separate property of wife hereafter. 5. The parties currently hold in their joint names the title to a 1957 Chevrolet automobile, The parties agree that the vehicle will be transferred to husband's name alone and the parties shall execute and deliver all necessary documents to accomplish that transfer within 15 days of the date of this agreement. 6. The parties also own a utility trailer and a John Deere lawn tractor which shall be and remain the separate , property of husband hereafter. 7. The parties have previously divided all of their other tangible personal property and they have agreed that each of them shall retain those items of such tangible personal property now in each of their possessions and each party waives any further claim to the items of tangible personal property which are now presently in the posses ion of the other. 8. Each party waives any further claim to the equitable distribution of marital property, any claim to alimony, alimony pendente lite or counsel fees and expenses, 9. Except as herein otherwise provided, each party may dispose of his or her property in any way and each party hereby waives and relinquishes any and all rights he or she may now have or hereafter acquire under the present or future laws of any jurisdiction to share in the property or the estate of the ether as a result of the marital relationship including without limitation, st~tutory allowance, widow's allowance, right of intestacy, right to take against the will of the other, aDd right to act as administrator or executor in the other's estate. Each will at the request of the other execute, acknowledge, and deliver any and all instruments which may be necessary or advisable to carry into effect this mutual waiver and relinquishment of all such interest, rights, and claims. MR. ANDES: Ms. Cless, you heard what I just dictated? MS. CLESS: Yes. MR. ANDES: And we spent the morning debating with your husband and his attorney and exchanging information about the essets of the parties; is that right? MS. CLF.SS: Correct. MR. ANDES: Are you satisfied that you understand what I just dictated and the terms of the agreement we have reached? , MS. CLESS: Yes, MR, ANDES: Are you satisfied that you know what the assets are and what they are worth? MS, CLESS: Yes. MR, ANDES: And are you satisfied with the terms of the settlement that we have reached with your husband and his attorney at I just dictated it? MS. CLESS: Yes. MR. ANDES: Do you understand the ageement? MS. CLESS: Yes, MR. ANDES: Are you willing to be bound by it? MS. CLESS: Yes, MR. ANDES: And are you willing to settle the case and conclude a divorce on those terms? MS. CLESS: Yes, MR. SCHERER: Ken, you've also been present with me this morning and have reviewed the marital assets, and are you comfortable that you have full knowledge of all of the assets in this case? MR. CLESS: Yes. MR. SCHERER: And you've been present for the agreement that Mr. Andes dictated; is that correct? MR. CLESS: Yes, MR. SCHERER: Do you understand it? MR, CLESS: Yes, MR, SCHERER: Do you have any questions about it? MR, CLESS: No. MR, SCHERER: Is it your desire to enter into that agreement that was dictated by Mr, Andes? MR, CLESS: Yes. MR, SCHERER: And do you understand that after you leave today that that agreement binds you and it cannot be changed in any way? MR, CLESS: Yes, I acknowledge that I have read the above stipulation and agreement, that I understand the terms of settlement as set forth herein, and that by signing below I ratify and affirm the agreement previously made and intend to bind myself to the settlement as a contract obligating myself to the terms of settlement and subjecting myself to the methods and procedures of enforcement which may be imposed by law and in particular Section 3105 of the Domestic Relations Code, WITNESS: DATE: Samuel L. Andes Attorney for Plaintiff Connie Cless Michael A. Scherer Attorney for Defendant Kenneth Cless ~ v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA No, 97-6619 CIVIL CONNIE CLESS, Plaintiff KENNETH CLESS, Defendant IN DIVORCE RE: Pre-Hearing Conference Memorandum DATE: Thursday, March 18, 1999 Pres6nt for the Plaintiff, Connie Cless, is Attorney Samuel L. Andes, and present for the Defendant, Kenneth Cless, is Attorney Michael A. Scherer. A divorce complaint was filed on December 1, 1997, raising grounde for divorce of irretrievable breakdown and indignities. Counsel have indicated that the parties will sign and file affidavits of consent and waivers of notice of intention to request entry of divorce decree prior to the hearing. The complaint aleo raised the economic claim of equitable distribution. No other economic claims were raised. The parties were married on November 14, 1992, and separated October 1, 1997. There are no children born of this marriage, and neither party has any minor children from any previous relationships. Wife is 47 years of age and resides in the Enola area with her parents. Her mailing address is P.O. Box 182, Enola, Pennsylvania 17025. She is a high school graduate and works currently in an office doing office work for Alternate solutions. Her net income every two weeks is $732.60. She has not raised any health issues. She is not receiving any alimony pendente lite or spousal support from husband. Husband is 42 years of age and resides at 1027 Valley Road, Enola, Pennsylvania, where he lives with a female friend. Counsel have indicated that husband is going to be moving out with his friend in the next couple weeks, and wife will be returning to the marital residence. Husband is a high school graduate, and is a truck driver for Feesers. His gross annual income is around $24,000.00. , Mr. Scherer is going to file an income statement within the next month showing Mr, Cless's income. He shall provide Mr, Andes a copy of his client's 1998 income tax return, Mr, Cless has not raised any health issues. The partiee own jointly real estate at 1026 Valley Road, Enola, Pennsylvania. The property was previously owned by wife ar.d then a week or so after the parties married was titled in joint names, The issue with respect to this property can be related to the factor dealing with wife's contribution to the marital estate, and Mr. Andes is going to attempt to establish a value for the property at the time of marriage (which is close to the time of the transfer to joint names), and also provide any payoff on any liens which were against the property at that time to help us establish an equity value. Currently counsel have suggested values for the property, wife suggesting $110,000.00, and husband $120,000.00. The property is subject to a mortgage with a payoff of around $47,000.00. The parties own a 1996 Chevrolet pickup truck, which husband uses, and a 1993 Blazer, which wife uses, Those vehicles are to be valued. The parties also own a 1994 Honda four-wheeler R.V., and we need to establish a value for that vehicle, Husband claims that he bought this vehicle with moneys that he received from sale of land in Perry County, which he owned prior to the marriage. There is a dispute as to exactly what the source of these funds were, particularly since the parties went through a number of refinancings on the real estate and paid off certain debts and purchased certain items from those funds. The pre-trial statement also shows a utility trailer and John Deere tractor. The utility trailer replaced a utility trailer which husband brought into the marriage; the John Deere tractor husband claims was his tractor prior to the marriage. Wife's attorney states that wife also had a yard tractor, and she disposed of her tractor. The parties retained husband's tractor, Wife has a 1976 Corvette, which she had prior to the marriage, and the issue with that vehicle will be whether or not there has been any increase in value from the date of marriage to the date of separation, Husband's mother gave both parties, and titled in both parties' names, a 1957 Chevrolet in 1997. This vehicle will have ~ to be appraised, The following accounts and financial interests of the parties are g~ing to be reviewed by counsel and documentation, if required, will be provided to establish marital values or increase in value of the accounts, if the accounts were in effect prior to the marriage: Wife's Alternate Solutions savings plan (Mr, Andee is going to provide a letter showing the value) Husband's pension plan with Feesers (Mr, Scherer is going to provide a letter from Feesers showing that husband had no interest in a pension plan at Feesers at the time of seperation) Husband's roll-over from Dickinson College retirement plan (husband worked for Dickinson College for a number of years prior to the marriage, and counsel need to establish the marital value. Mr, Andes suggested obtaining a statement of the plan at the time of marriage so counsel can do the math to determine the marital portion) Wife's Heavy Duty Parts retirement plan (documentation needs to be provided showing the increase in value) First National Bank of Marysville I.R,A, account and savings account, which were owned by wife prior to marriage (Mr. Andes has provided these statements to Mr. Scherer) Mr, Andes also supplemented his pre-trial statement with a letter indicating that there were three marital accounts at the time of separation, namely, a certificate of deposit worth $5,000.00, a savings account worth $500.00, and a checking account worth $600.00. The accounts are held at the First National Bank of Marysville. With respect to the household tangible personal property, husband's attorney indicated that at the time of separation, wife removed a large number of items from the house, and has them in storage, and has them insured for ,; $30,000,00, There is remaining property in the house, and counsel are going to have to determine whether or not they can agree that each party will retain what he or she currently has or what is removed subsequently by husband when he leaves the premises as a final resolution of thie issue, We also will need to determine whether we have to establish values for the property in the equitable distribution computation, Mr. Andes has a list which his client would lika to have remain in the house: the washer and dryer, the newer of the two refrigerators, and the following fixtures -- metal shelving in the basement, cabinets installed in basement and wood stove, and peg board in the garage. Aside from the mortgage on the home there is no marital debt to be allocated. Mr. Scherer has indicated that his client improved the marital residence by doing certain things using his own labor while the parties were living together. Mr. Scherer has a list which he would like to state on the record of work that has been performed on the property for which he feels h~ should be given some consideration in the ultimate distribution. Husband does acknowledge that the materials were purchased with joint funds, but the claim is that he performed the labor for the following: installation of outside cellar entrance to the basement, construction of a chimney, installation of a wood stove, drywall and carpet in the basement area of approximately 28 by 48 feet, installation of a downstairs bathroom, added kitchen cabinets, installation of a storage shed in the yard, and peg board in the garage. A hearing 1999, at 9:00 a.m. the parties, is scheduled for Thursday, April 29, Notices will be sent to counsel and E. Robert Elicker, III Divorce Master " Samuel L. Andes Attorney for Plaintiff Michael A. Scherer Attorney for Defendant n 1 , I I I 1 ! ! i i 1 CONNIE CLESS, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA t : NO. 97 - 6619 I vs. CIVIL ACTION - LAW KENNETH CLESS, Defendant IN DIVORCE ORDER AND NOTICE SETTING HEARING TO: Connie Cless , Plaintiff Samuel L. Andes , Counsel for Plaintiff Kenneth Cless , Defendant Michael A. Scherer . Counsel for Defendant You are directed to appear for a hearing to take testimony on the outstanding iseuee in the above captioned divorce proceedings at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania on the 29th day of April .1999, at 9:00 a.m., at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case, President Judge Date of Order and Notice: 3/19/99 By: Divorce Master IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLAND COUNTY BAR ASSOCIATION 2 LIBERTY AVENUE CARLISLE, PA 17013 TELEPHONE (717) 249-3166 CONNIE CLESS, Plaintiff I I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 97 - 6619 vs, CIVIL ACTION - LAW KENNETH CLESS, Defendant IN DIVORCE RESCHEDULED HSARING ORDER AND NOTICE SETTING HEARING TO: Connie Cless Samuel L. Andes , Plaintiff , Counsel for Plaintiff Kenneth C1ess Michael A. Scherer , Defendant , Counsel for Defendant You are directed to appear for a hearing to take testimony on the outstanding issues in the above divorce proceedings at the Office of the Divorce Hanover Street, Carlisle, Pennsylvania on the of October. 1999, at 9:00 captioned Master, 9 North 21st day a.m., at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case. President Judge Date of Order and Notice: 4/30/99 By: Divorce Mas ter IF YOU DO NOT IlAVE A LAWYER OR CANNOT M'FORD ONE, GO 1'0 OR TELEPIlONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN en LEGAL HELP. CUMBEUI.^ND COUNTY "^ H ^~iS()C I ^T I ON 2 I.IIlEUTY ^VENlJE C^UI.ISI.I':, 1'^ Illl I I TEJ.El'lIliNE ! } I.' I .',1" .1 1 !If> SAMUf:I. L. ANDI,S ATTORNEY AT 1.AW 5118 NONTH noEI.1'T1I lilTNEHT 1",0. flOX 1(\11 LEMOYNE, PENNSYLVANIA 1704a TKL.PIIONa UI'} '81.8:.101 'AX 1'"1 'IIH43D 23 April 1999 E. Robert Elicker, II Office of the Divorce Master 9 North Hanover Street Carlisle, PA 17013 RE: Connie Cless vs. Kenneth Cless No. 97-6619 Dear Mr. Elicker: I write to advise you that both parties have agreed that the hearing which was scheduled for 29 April 1999 may be postponed and rescheduled. Unfortunately, I could not resolve a conflict on my schedule and Mike Scherer was kind enough, as a matter of professional courteousy, to agree that the matter be rescheduled. Please contact my office if you have any questions regarding the scheduling. Thank you for your cooperation. Sincerely, ~ '(fi. D.trioLv Samuel L. Andes fJf2.. amr cc: Michael A. Scherer, Esquire Connie I. Cless SAMUEL L. ANDl-;S ATTORNEY AT L,\W Dyn NORTH TWELFTH MTRKHT P. O. DUX 168 LEMOYNB, PENNSYLVANIA 1704:) TaL.PHONK l'I'I1CH.a:lltl ... (J111 'OI'loItlD 2 February 1999 E. Robert Elicker, II Office of the Divorce Master 9 North Hanover Street Carlisle, PA 17013 RE: Connie Cless vs, Kenneth Cless 97-6619 Civil Term Dear Mr, Elicker: I write to correct and update some of the information on the Pre-Trial Statement I submitted on behalf of the Plaintiff in the above matter, The information is as follows: 1, I enclose a current income and expense statement for Mrs. Cless. 2, In addition to the marital assets listed on my Pre-Trial Statement I have learned of the follOWing additional marital assets: A. The $5,000.00 Certificate of Deposit with the First National Bank of Marysvllle which is held jointly by the parties and all of which is marital property, B. A savings account with the First National Bank of Marysvllle which is owned jointly by the parties, all of which Is marital pruperty, and which had a value at the date of separation of approximately $500.00. E, Robert Elicker, II 2 2 February 1999 C, A checking account at the First National Bank of Marysvllle which was held In joint names, all of which Is marital property, and which had a balance at the date of separation of apprOXimately $600,00, I have sent a copy of this letter to Michael Scherer, Esquire, to make him aware of this Information, I look forward to meeting with you and Mr, Scherer at the Pre-Trial Conference, Thank you for your cooperation. Sincerely, ~. Samuel L. Andes amr Enclosures cc: Michael Scherer, Esquire (w,enclosures) .., . CONNIE CLESS, ) ) ) ) ) ) ) ) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO, 97-6619 CIVIL TERM IN DIVORCE Plaintiff Ii Ii " j; II Ii KENNETH CLESS, " II Ii Ii Ii II I i , II II II I vs, Defendant INCOME AND EXPENSE STATEMENT OF PLAINTIFF. CONNIE CLESS I. INCOME Plaintiff Is employed by Alternate Solutions, Inc. In a clerical position. weekly Income, net and gross, Is as follows: Gross Salary Less: Federal Income tax Social Security tax Medicare Tax PA Income tax Local Income tax Her bl- $958.40 $117.03 $57,67 $13.48 $28.04 $9.58 TOTAL INCOME. NET OF TAXES $225,80 $732.60 Net Pay every two weeks I II That averages $1,587,30 per month net of taxes, I. II II. EXPENSE I I Attached hereto and marked as Exhibit A Is a list of the average monthly i expenses of the Plaintiff, Please note that Plaintiff currently resides with her I parents and has reduced expenses, on a temporary basis, as a result. , i II I understand that false statements herein are made subject to the penalties of 18 Pa, C.S, 4904, relating to unsworn falsification to authorities. DATE: Connie Cless 11tl.;1I~"C 11I1l1 U"l1cnsc SllIlclllclIl I'Al'SES em;e Nlllllhcl ~UUUUIIIl'III (1'111111 AI'IIIIII"lale I"lIhllllll) I~XI'I':NSa;:S - (mlllllllle.l) WI((m MONT" \'(O;AIt .-- Wnler $ ~ $ Sewer ~IIII.IIIYlllelll 1'lIhlleTlllllsllllllnllllll $ \ $ Lillich d.O.l)C Tnln Renl Iislllle $ $ ~ I'cIluIIlnl11ftlllclly I &.0 .'\ ~ Iucllme IIL.III'nllce Ilunn:nwllclH $ \ $ AIIIIIIIH,hlle '\ \." LlI. l,,~.\:>~ Ace Ide III lIenlth Olher ~-\~aAt'\''- -,.'5>~ Allllllllllhllc l'nYlllelll~ $ ~ $ rllel 51,,-\,\ Ilepnlr~ ,<::>.\:> ~ ~"';)..IoA'-\ Melllcnl Ullcl'" $ $ 5.D~ .~ Uellllsl Olllllllhllllisl I'nuc J III' r. !'III1I1IN.UUR WII.ker II) 217111 Selylce Type M 1I"'"l1lC nllll E'III""e Slalelllell' I'M'SES \'""e N","h., 1UIIIJlII'"'/0 i ~ ------_._._-~ . __._____o______n____ - I~X I'''NSES . \1;111111 AI'JIIIII"lllle ('lIhllllll) -. -------. ((,,"I1I11'Otl) Wlml( MONTII \'leA II ----- ------- 1I"'I,hlll .------- .--~_._------------ -- Motllell", 5,1.)0 SllCclnl'lCetl~ (~hl~Sl:~, hlllee~, "'IIIIIl'ellle L1evlee~) ';;lS.o~ l~tllI("lIu" 1',Ivnle Sehlllll $ $ $ - l'nll",lIlal SelIIH.1 ClIlIege Ilcllglllll~ I'CI"Snnll! Cllllhlllg $ $ I doS. ()c $ I:'HIII 5~"~c::. 1I11.he.lllnioLl,e""c, ~() t\.~~ C,eLll1 l'nYlllclIl~: C,eLlII CRill Chll' gc ACCIIIIII' 50;:, ,'-....<:> MCIllI",,"h11'" l..nllll!l C,cLlII 111111111 $ $ ~ MI..CUIl"C"". IIl1llschllhllltlll $ $ $ ChilLi C1I1C I'nl'c, ~1I1," .k~/Mngll d lit l,......~ Hllle'InllllllcIII - l'nyTV Vnel1.11I11 I'ngc 4 III I, l'III1I1IN.UU8 WII,ke, III 21701 , Sc,vlec Tyl'c M IlIltlllle III1lJ E'I'CII'" SllIlelllClIl I'M'SES ('a,e Nlllllhe. 111111111111)'/0 I~XI'ENS"~'i (mlllllllletl, wmm .____ ~~.!!..~!'I~III"lale ('1111111I11) ~JONlll ""hit 0111. I.eglll flee" Clllllllllhle ('11111.111111111'." Olhe. Chlhl SIII'I""I AIIII"IIIY "IIYIIICII," :::tD .gD 01 her '" 1L,c..' ,-\ '1""_ +~,U. 1\' \t..... ;<\,_ $ $ ';:;la .("" ~'5.(\~ $ TOlhL ~XI'I~NSI(5 $ $ C\ $ . ,., ,. SAtolUEL L. ANDES ATTORNEY AT LAW ft~l\ NONTI' TWELFTH 9THp.trr P. o. 80X 108 LEMOYH'E, PENNSYLVANIA 11043 T.....HON. IfI') ,al-IUIII ... 1'111'01'14:)& 26 January 1999 E. Robert Elicker, II Office of the Divorce Master 9 North Hanover Street Carlisle, PA 17013 RE: Connie Cless vs, Kenneth Cless No, 97-6619 Civil Term Dear Mr, Elicker: Enclosed Is the Pre-Trial Statement of Connie Cless In the above matter. I apologize for the delay In filing this and look forward to meeting with you and Mike Scherer at the Pre-Hearing Conference In the case, Thank you for your cooperation, Sincerely, ~ Samuel L. Andes amr Enclosure cc: Michael A, Scherer, Esquire COIIlIlIOllw,'alth 01 I "'llIlsylvallia (:ollllly of ClMBERI.J\NIl;S: CctlNIE cuss, III the Cuurt of Commoll "Ieoa of County, Pellll.ylVDllill Pl.-intin ". KmNEl'H CIESS, Nn.. .~7~6619...C.m~~. 19..... .....-............................ ..-...............,. ..... ............ ...................... ............ ............ .....................,.,. U.f.nd.nt Motion for Appointment of Master Cormie Cless ).UCICIllLllll..nlOves Ihe t..llllo aPl'olll1 a masl., with lespeello 1110 f X I .flallllilL I loll owing claims Ix ) llivOlce I ) ^nlIl1ll1ll"fl1 ( ) ^llInollY I ) MllllOny Pelldclllo !.ile kx) Ilisllihlllioll 01 Plope,ly I I SIIIIIIOII I ) COlIlIsel r c.s I ) Cosls allll f'I,ellses alKI III 511111'011 ollh. 111011011 slales' I \Ji"oveIY is complele as 10 Ihe CI,lIl1(S) 1111 v.hith Ih. allllllllllmellllll a 1113511'1 IS lequesled. 2. The defelldJlIl(X lha~ I ) has_~1 allllealed illlhe acliolll ) IImollally IX ) by his allo,"ey, Michael Scher~_, [Sljlllle. l The slalulolY gIOUIld(S) 101 d,vOlce lis) lale) __ ~301 Ie) or. if nPrp,"",,'J' i rvHCJI"i H'i'i ) The acllon is nol coole,led ) An ag1eemcIlI ha.l btcn Icathell willi lcspccl 10 lIll! folluwing claims' l)(l The acllon is conlesled wilh W'II,'cltlllhe lollowillg claims: dis tribution.. aL propert.y---- ~. 1 he 3chuII t ) Illvolves (~do~~ n~~~I~~~~~ (Itllllllcl IS\Ul!S of IJW 01 lacl. ~. 1 he "callllp. IS e.petled 10 lake ____ ...' IIIlJII") l_ldays). 1. ^,lIIlliflllallfllolll1atllHl, II any, lelcvant 10 lilt! fllllllllU - --_.._---~--- ..-- ---- ..------- !laic. .___ ---. ------ S<ll1\\.lel L _ Annp<<__ ~. ~.. . ^.III11I1"YlcIlIXIPlailllill (~~"1 ^,W flOW, f)!J.1J_d - - a..r. ESllJilC, is ~IlJlllled 1lI;J'jICI willi lewett InUIl! lollllWlIIjo! ,Ialll! ----.---- .--- -------- ----_._-.-- lilllf NON-MARITAL ASSETS a, 1978 COlValle In wlfe's possession. It was hers prior to marriage. Value unknown. b. 1957 Chevy c. IRA MarY8vllla Bank In husband's possession. Gifted from his mother in 1997. Valua unknown. $11,000 1997 This Is in wlfe's name and In her po8I888ion. 2. Expert witnesses: Husband may call an expert to evaluate the real estate, automobiles and/or Wife's pension. , 3. Witnesses: Husband and perhaps wife as on cross-examination. 4. Exhibits: Husband's 1997 and 1998 Federal Income tax returns with W-2s and 1099s. Payoff statement for marital residence and any documents establishing value for the marital residence. Statements reflecting the values of certificates of deposil and motor ..... . vehicles. 5. Income: Husband is employed at Feeser's, Inc., as a truck driver, He delivers food items for Feeser's in the Central Pennsylvania area and beyond. His gross wages for 1997 were $23,367.34, although this does not represent a full years' wages because he was hired January 20,1997. Husband will supply a 1998 W-2 when it is furnished to him. Husband has medical insurance through his employer but he is not eligible to participate in the employers pension program at this time. 2 6. Expenses: Husband has the customary maintenance expenses and no extraordinary expenses. Husband has been paying Ihe mortgage on the marital residence since January, 1998. 7. Value of pension: Husband earned pension benefits from Dickinson College, a previous employer. He was employed at Dickinson from the beginning of 1989 through the end of 1995. He had a 401k with Dickinson which is now in an IRA account with the First National Bank of Marysville. The account was reported to be worth approximately $9,000.00 recently, although a current statement is not attached but will be supplied when available. Wife earned pension benefits with a previous employer, Heavy Duty Parts. She was employed there from 1976 unlil the end of 1996. She is believed to have some type of retirement account at Heavy Duty Parts worth approximately $50,000.00. 8. Counsel fee claim: Neither party has made a claim for counsel fees. 9. Tangible property: Wife moved out of the marital residence on October 1, 1997, without any advance notice to Husband. Wife hired a moving company to move most of the items of tangible property from the marital residence upon her departure, and she continues to be in control of these items. Undersigned counsel has not received an inventory of 3 f.:. these items and is not certain as to the value of these items, although Husband understands that Wife insured these items for $30,000.00. A prior loan application to the First National Bank of Marysville dated November 20, 1992 also listed the parties' furniture and personal property as being worth $50,000.00. 10. Marital debts: Aside from the indebtedness on the marital residence, none. 11, Proposed resolution: Husband previously made a proposal to Wife when she was represented by prior counsel. Wife's new counsel asked for a number of documents in order to evaluate Husband's proposal, and Husband is awaitinq a response from Wife regarding the possible resolulion of this matter. Respectfully submitted, O'BRIEN, BARIC & SCHERER ~d:-. Michael A Scherer 10 # 61974 17 W. South Street Carlisle, PA 17103 (717) 249-6873 Attorney for the husband, Kenneth Cless i . ,;u I I ~ ~ i d1~ ~ ~ IIi ~ dlJ ~Ul .It )', I; 1i~ .. ~ ~1 U ~ I I JU!! !.!l.. ~ I! 1'1'" he U ~ f ~,hl U I ; ~ i ~ il ~ ~ IIi ~rl z It! ~ ; z 1( 1 f; ~~ a:1 I {11d ~ .11 i I! ~! IIi ~ri 1 :. Jill Jd Iii i I ~ ~ C'i'III~ ~ III;" ~ ' ft ~ I ~ gj~ ~ "III · J ~ : I I, JI~ f ! . I J ui 1 1; d~ ! U .U"' II ! . III ~ 1 , HI J Ja I ! JArl c JII! .. .. .. 1 E , I li!" f ~ t .~ J ~ &'i " ~ J I ~~~ I I' i Ul~~ J J I i~~ _ ". .. ...mi t ! II 1 II I I ~ ~ ; I ~~ii j It m~~ t 1 i 1 t gJ .. ~cilQ . ua:l=! l ~~.. 1 jI; ~ i ~~1 z!flO IIIl:'1Z " :.=..11I v I ~ & i i i . t ~ r--I i,..; .. ~ cn~ . ~J!:i ~J I~ I~J!l c3~! t ! t ] ~a- .. . c: 1 ~~H.'a.. I Ill! .~~ j 1 d~~ I, ~i~ 1~~1 ! l~~~ '~j~II~1 ~ !~~i !~!! 3:i '" 11 0 Label t500 1I\IIIIJCtiOn. on poeo 10.) UN the lAB -. ~. pie.- print 01 typll. Pr..I~.n1I.1 EltcllDl Clmpllg. SlI 10. filing Stalus Check onty .... bo.. Exemptions " motl thin Oil< dIpeI-.ts, __10. (ft.,'/'J.-/lf1- 7~1- ~@97 III ... S <> ,lii1._ ~ of .,. Tr......-y-6nt~ ~ s.r-:. U.S. Individual Income Tax Return Fat IN 1M' JIll, 1-OIe, 31, '"7. 01 ~ IAll""" be9WV'lIl'l9 YCNI ftrlll'\llT1lt It'd nit.. L.Mt nan-. L A . I L H I . I Horne ~... (f'UnbeI and tttMt). tf 'tOJ nav. . PO boa. '" P*l' 10, o Qty. Apt. no. Doyou......t$3 10 11010 I!1lIf\.fld1 . . . . " . I.ttm. _ wont $3 10 10 Ihls f\.fld1 . S~~:~r~_~ . It OMI No. 'su.oD1. v_.- _urllr_ Iql ;tlJ~$S ........'._-- fot help In -..e - Ino1Nctlone, - pol_ I end 3 In .... hoo...... V.. No -C1Io<.V'l/ -r.. ". noI --..'" --_. , 80lgII ManlId lIIing jO<nt relurn (""111 ~ only on. hod incon1e) MatrildIllinll_I1. I.II.tn. Enl. _"1OClOI1ICUrity no. _Itld "" namo '*t. ~ Hood 0' houHI1Old Iwllh quollfying _~ (8M peg. 10.) ".... qualilylng '*"'" is a child but not you dependen1. 111I" lhio child'. ".". har.. . Qua' wid.. wtIh d child.. died ~ 19 . 8M 10. y-"..~.~~~:~~~)::c: ~ ":1 7:on:~:0I~:I:} . Dependents: 11100_', I ,,', ,,)110 - 111Fi1sl"'" WI..... -....""'''''''''''' ,-.shop" :::, d Income 7 II - b COl'Y 8 of your II foomeW.2, 10 W.2O, end 10l1l1-R_ 11 " 'JOfoJ did nol 11 gel a W-2. 13 _page 12. 14 111 111 Enel... but do 17 not attach any 1. paynlll1l. Aloo. please ...... 11 form l040-Y. :zoa 21 Total number of..em Ions claimed W_. uJari... tlpl. .Ic. Anach FOfT1lIN W.2 . . TuabIIln1...1. AI1ach Schedule B ~ '.qullld . T......mpl int....1. DO NOT include on line .. . Ib Di_, Anach Schedule B ~ lequired . . . TlIXllbIe "f\.fld., ctodit.. 01 01fse1S of Ilall and local inc"",e I.... (_ page 12) . AIlmony leceivod . . . . . . . . . . . IluaineIS incOme 01 (loss). Attach Schedule C or C-E2 . Capital gain or (loss). Anach Schedule 0 . 01har glina or (losses). AI1ach Form 4797, . . . . . . . . . . . . . T0111 IRA disllibutions. l1!!J U b ToxallIe amount ,see page '3) ToliI pnUlI and _ l!!!.l U b Tuobie amount ,see page 13) Renlal ,Ial ..Ial.. loyalties, partnlllShip.. S corporalionl, tru>ls. elc. "nach Schedule E Farm income or (loss). Anach Schedule F . . . . . . . . . . UnemplOymll1lcompansation . . . . . . . . . . . . . . . . . Social security benefo . I - I . I I b ToxallIe amount (see page ,., 01har income. LIsI type and amounl__ page 15......................-............. 22 Add the amCU'lts in lhe fill ri 'cotumn fOf lines 7 thr 13 IRA deducllon (see page 16). . . . . . . . 14 Modical IIWlQI account doduclion. "nach FOfT1l 8853 25 Moving ..pen.... "Hach FOfT1l 3903 or 3903.F . . Ie One-haW of seW.employment I... "Hoeh Schedule SE 27 SeW-employed health insUlanee deduction Is.e page 17) 25 Keogh and self-employed SEP and SIMPLE plans 28 Penalty on early withdrawal 01 saving.. . 30a A111!101l'f paid b Rec'poeIIl'S 5SN . 31 Add tines 23 lIvough 30a. . . . . . 32 Subtract line 31 from kne 22, This is your adJulted ra.. Income For Privacy Act and Paperwork Reduction Act Notlc.. ... pig. 38. Adjusted Gron Income " IinI 32 . undOf $29.290 (LOldar SO.770 W a chold did nollive with you), _ EIC insl. on pege 21. ......................................................................................... 21. This. 13 24 25 :Ie ~ :Ie III 3001 lotal inc:ome . . . . , . Cat No 113208 ... " .... -- ....... ... " ,... -.... - . _..,.. . ,......1..... ,......- .-- 1.._\11 U JI rr........ ...--- MIl_ [iJ -- --. .L Fonn 1040 (1991) . form uwo 1198n Tax Compu- tation " you wont IIle IRS 10 l\gln 'fOAl ....- poge 18. Credits Other Taxes Payment' Anoch FOfmSW-2, W-2Q, ond I099-R on the fronl. 87 811 lMI 80 Refund 81 Hove_ lI2a 't1C~edl . b Soo _ 27 ond fie in 62b.. d 62c. ond 62d. 63 Amounl ... You Owe Sign Here Keep a COl'Y of this ret\M11 101 'fOAl recorda. Paid Preparer', Use Only "- 2 :13 Amount ~om lone 32 ledJUlled gross "",om.) . . . . . . . . . . . . _ CIlecJ< If: 0 You _. 65 01 older. O!\lfld: 0 Ipouoe wu 65 01 older, 0 Blfld. Add the runber 01 box.. cI>ecl<ed ebov. ond enler the lotal her.. ,. · - b "you er. m_1IIing _alely ond 'fOAl spouse demlz.. deductione 01 you W... I duaI-Itatus 1IIon. _ poge 18 ond check h..1 . . . .. . 34b 0 I n_ cIecIuotIoM ~om Schedul. A., ;Ine 28, Of! I Enl.. llandard _ Ihown below 101 you< f.ing Ilalus. But ... IIle poge 18 d you checked ony box on line 34a 01 34b or oomeone ..... con clMn you IS I de~. ~ . ~"'.150 . MIITIed llIing joinlly 01 Qualifying wtdo'ftiwr-$6,900 . Head of househoId--$6,05O . MIIried IlIIng Hperlllll)--$3,450 Subtract line 35 from line 33 . . . . . . . . . . . . . . . . . . . "line 33 is S90.900 01 leal. multiply 12.650 by !he 101. runber oluempUonl claimed on ..... &d. " lne 33 is .... S90,900. ... the wOIksheet on page 19 '01 the emount 10 enl.. . T_ -. Subtract line 37 from line 36. " line 37 Is mOl. than line 36. ent.. .0- T... Soo 19. ChICl< W ... from . 0 FOIl . 8814 b 0 FOfm 4972 , .. CIod1'OI eNd ond do,Aoodoll care ___. """'" FOfm 2441 40 Cldlor !he ~ or the disabled. _ 8cheduIo R . 41 AdopClon credit _ Fom1 8839.. ...... 42 Foreign ... ad. Alloch Form 1118 ...... 43 Qlhor. CIlecJ< W from . 0 FOfm 3800 b 0 Form 8396 .0 Form 11801 d 0 Form (IpoUy) 44 Add_40lIYough44 . . . . . . . . . .. . Subtract line 45 from line 39. " line 45 is mora Ihon Iino 39. ant.. .0- . SeII.employmonl .... AlIoch Schedule SE. . . . . . . . . AIl_liv. m........ .... Anocl1 Form 6251 . . . . . . . . SocIsI _lOlly ond MedIcare... on tip Incomo not roporIed 10 0f11lI0yw. _ Form 4137 T.. on qualified retiremant plana rrdldlnglRAs) ond MSAs. AlIoch FOfm 5329 d required Advance earned incom. credd payments from ~orm(.) W.2 . _ employment I..... AI1ach 8cheduIo H. . . Add _ 48 52. This ill total tax. . . . . Fedw. incom. WI _ from Forms W.2 ond 1099. . 1997 _IU poymonlS WId _Ipllied ~om 1996 mum . EMnecIIncomo ...- At1ach ~ EIC W jOU hI'Ie I qualifying cNdb__incClrnI:_.1 1 I, end typo. .................................................. Amount paid with Fom1 4868 ('_I 100IJltonslon). . . Ex.... sociallOC\ofily end RRTA I.. withheld (... poge 27) 0Ih0r poymoru. Choci d ~om I 0 Fom1 2439 b 0 Form 4136 Add IMs 54,55. 56a. 57. 58. end 59. ThosI er. tolal . , . . .. " line 60 is mOlllhln line 53, IUbl'act 1IrMl53 from line 60. ThI. is the IITlOUIlI you OVERPAID Am.,..,. 01 in. 61 you wllll REFUNDED TO YOU. . . . . . . . . . . .. RouOOg runbar o=IILITIIJ . 0 Typo: 0 Chocking 0 SaVlllilS :18 3lI 37 :II 31 40 41 41 43 44 48 Ie 47 Ie It 80 81 112 83 48 Ie 47 Ie 41 80 81 112 83 ... 88 88a . .6 2 till Account runbar Amount .Iift 51 _ APPLIED TO YDUft 1"' lIT1IUTtD TAX . " line 53 ill mora thin IIrMl 60, IUbtnIClllno 60 from line 53. ThIs is th. AMOUNT YOU OWE. For deta.is on how 10 pay. ... P"9' 27. . . . . . . . . . . . . . .. 88 EsUrnated ... . Also irlclude on linl 604. . . .. 118 UndeI ~ of Ptt)Ul'Y. I deelarl thai I ~ tUl1'Wlild thai r-.m and lCeOmPI"ying KhedIJeIInd 1latImen.....1nd 10 the beM of my ~4_ '_~ Ind belief. they.. truI. ccrrlCt, and ~l', Oedarltion of ~lotNr thin tu.pIyV). beNd on" "fonNbOn alwNdl prtplfll' hu"" 1t..4_' \.+. Y046 1I9f\eI"'" Dale VOlA oc:c~bOn ~ SpouM., 19"'..... . . """' lO'um. BOTH """ "9". 0... SpouM', ace_bOn PTfPlfW" ~ Oala _..., ~~O Firm', namt (OI')'OUf' ~ If ..".empIoy'" .-ld """... PrIPeV". aoeIaI MCUI'IIy no. ! EIN ZIP code ...u 'A 40U .. 1997 '17003],00],5 _1",,,e'AlUSEONlY . , PfNNSYLVAHIA INCOME TAX RETURN IIlhilla an AMENDED ~ retum, rill-in IhlI oval. YOIlISooIISocunIy~_.. _ Sl>ouN"~.~~__.. __... .. TypaFwl'.~_,,""1 · c::l_ Ll~LtLC!l..lj.J_.: ,1..r.,..L'__J.1! .:,.J ~ ~=:::::.- ~~::.... lI!rlalt_ _rlRl_ .__.."...,----1----1_ III. !I.,.I~mJJ~DJ. .. _-I '[-'(T'[J'-JJ: ['''~i;'~~;e:T-:~;-;JJ[[''I ,oj I,,: ~ ,_ ~ _L.. W"~ ,. I I(l.~.~.,_...' ...Ju..J._ ....... C...' !ill PO ... o\jll No _ Floor RR No .... I ......... FIfIl_ t'J,I 3 -( I' I I' II (Tl--rr U..TIIIlJJi] LTII.IAI] ],:j'"ID1J L I i ,_~n I I I I I I I I r I I I I I I J I;l-n rrrlrt'.lbor fJ I I t ,~ 01 PCIlOllce Sl&lo ~:.~ School Diltr1cl Name and Code: ~ ITI I I II I I J.iJJ OJ L.LLLLJ=~_~,~~.1~7. ~J c::l-~_"_CIIoofLI"""",__._",,,,,'''''''''-'Soo_1 Dollars Cenla 1 0I'n0N POIII A ,..IIOOIU.IT. .,w.............. DO NOT... . t"ru 1ooIdIe1llld.... .....011I. ..... c::::> la Ib Ie 2 3 '" ... c 4 c ... ,." 5 c c r- e r 7 Sa .. Bc GItIII PA TuaIlII CcmpInuIion from W.21cnn11nd Clher wage 11a_1I. ................. UnrIimllutHd Employee IluIineIl EJpens8Ilrom PA SchaduIe UE. ........................ Net PA Taxable Compensatlon. Subtract Une Ib from la. ",................,. PA Tuable Interee" Complete end attach PA Schedule A" over $1.000. ..."...,. PA Tuable Dividends. Complete end attach PA Schedule B "over $1.000. .."..., Tolal PA Te..ble Income. Add '-- Ie. 2.' 3. ................,.,.........." TOlal PA Tex Ueblllty. Multiply Une 4 by 2.8% (0.028). , . . . , . . , . , . . . . . . . . . , . . Tolel PA Tax Wllhheld from W.2 forma and otMr statements. . , , , , , . . . , , . , . , . . . , Tolel PA Estimated Paymenll and Cradila. See In.tructions. ...,....".,...".. DopoRlonlIIIOI1l PAScI\II1lII sp, Pill 8, Uno 2. .................... Be IT] TOIal EIIgibIIity_homPASc!IIduIo SP Pall C, Uno 11. ................................... Tex Forgive...sa Crad~ Irom PA Scltedule SP, Part D, Une 16. . . . . .. . . . . .. . . . .. .. . . . . . . 9 Tolal Paymenla end Credltl. AddllaS. 7,andlc. .,...,.....".............. 110 TAX DUE. If Une 5 II more than Una 9, enter Ihe dlffalsJlC8 hele. I _ _ payallio to PI<. ot:PT. Of REVENUE. U.. your PA.V Ionn. 5H tIlIlnsltllCticlN on HOW TO PAY, II OVERPAYMENT." Line 9 Is morallt8n Uno 5, enllllhe difllI8l1C8 hell. ..................... 12 Refund. A/nourlol Uno 11 you WII'II u. chockl!lliod to you. ......... ....................... 13 C.-cIIt.. Atnounl 01 Uno 11 you WII'II u, ClildlIlO y<lUIl!l91 Ellimalld Tu Actoonl. ................. 14 Donallon. Amount 01 Lint 11 you Wll'll1O gIw 10 till Wild R.IOU~ Conllrvlllon Fund. .......... 15 1lonIl1on. Amount 01 Lint 11 you wanllO gIw 10 "" U.S. Olympic CommillM, PA DIvI.Ion. ....... 16 1lonIl1on. _ 01 Lint 11 you want to gIw 10 till Orgen Donclt Aw."..... TN.t Fund. ........ 17 Donatlon . _ 01 Lint 11 you Wlln gift 10 "" Koraa/Vlltnlm Iltmortlllnc. .................. 16 1lonIl1on. _ 01 Lint 11 you want 10 8'''10 B....I , Cervlul C.ncer R....n:h. . . . . . . . . . . . . The lotal 01 Une 12 through 18 mull _01 Une 11. L EC riJ OHtClAL UIl ONLY "17003100],5 DJ-I-~"---' _P.. __lJ~. page 7 1. Ib Ie , 2 3 4 -- 5 ". 6 7 8b I....A- Bc ~(I 9 ,1. I r - 10 .. J \I r ~l.)..~ 12 1.J13~;l. .. ... ol.33'1.11i1 ~15'" .. ;J, 3. ~ IS' II I: , .2. 1D;t;l1 ~ Is 'I _ DC -;.:-' ~~ iz-..lO ""S'f A. '8~ 1:D::iJ l- "'< 13 14 15 j" 1 .. =-:tm ~_. 18 .4 all ~1 ,. 17 ,I. 18 .1. · ".1 '17003],00],5 ~ ~ PA40EZ/A/B/UE.2.1997 PfHHSYLVANlA INCOME TAll RETURN- PIgt 2 'nOOlt2DOlo2 L LoclIllnformatlon. 8ft _ _ En..' _. \'OY""" II a/ Ooc:_ 31. 11lV1 Munlcipallty: t!: . P. w Counly' !:'.JNlhM IAu J _..~ _...... ......1......... .........1_....................... II.......... ---.. -....... ........, .......................... 'Nw ....... o.tt 'I'c;luf ~.. II r.......... PI..........,. II ~.. TOU tAMa lO\UlWOuHI MH SpowIiI. ~ PNpettt or c.omp.ny HAmil. oI\tf NIl tllf)lyetl'l. biNd on allf\lormitlon oIlltMth pi"*,, MI any ........fJlCOmI;llInw I MIl Hamec.) al anown on your PA I.. r.lum: PA SCHEDULE A - TAXABLE INTEREST "'fINI PA...... ir\tef... incomI it 0Ytf ".000. cotl'ICl"tte""'tchedYMl. Seem. ~ '" 'fONI PA tal bOOkJet l<< whit 1m,",11I tI.abM Of' l.l'mpt. AJtacn --.- H,.... 0' 'h, Plyer Amount PA SCHEDULE B - TAXABLE DIVIDENDS .. 'fWI 'Alliable dMOtnd 1ftCOfnIt. O'ttf 11.000. ~1I"'1ChiIdllIt s.. ...._.._ PA"'_'" ...,_.....be rtpoo1IdU Ia.<' ... AnIcIt lddieiOnallChedlM. , nrttded Nlm' 0' th, Poyer Amount I I I I I 1 I 1 I I 1 1 1 1 CC1TIJ.TIJJ N .... C C N ::r 'Ohl'A T...bIe Inl....._ Income C C '" PA ICHIDULE UI-2 1'...." II" _ 01 w.p.V-' cIPnlng IMII IlIpO""" Totti ,.. f,ubl. Dividend IncolM ALLOWABLI EMPLOYEE BUSINESS E~PEN818 '..7 onTItCU] EIT~] EmpIoyIIt', N_ Employ"', Add,... OelCdbe the dut~. oIiM )obi In wI'IiCh 10U Incurred IhlM ..pen'..: ....In.Uucflon. 'or '"" type 01 ..penl' In your bookl.t. ..,en... mUlt be required II . condition 01 your Imploym.nl ,nd 'rt nol ,.lmbu,Qd. PART A: UNION DUI'. lI,ltht name 01 each Unlon and amount pakllO lach UnIOn. Enllt lolal. NaN I AMounI I NI".. I AtMun1 NIIM I Amouftl N."... I ~l PART B: WOAK CLOTH.' AND UNIfOR.... OllCrlpHon and amounll pakl, CSothlng mUll nol be ,ullable '0' Iv.ryday Ult. PART C: '''ALL TOOL' AND IUPPLlII. O...crlption and lmounl. pakl. Tool. and luppliU musl noI be plCMdtd by the ImC\kIrt'. A o:rr:IL.LJ B I.LITI!IJ c IJ]I[[]] o DJ.JJI]] E lIlIDJ] IIXITIr! PART 0; PRonUIONAL L1CINIE '.111. MALPRACTICIINIURANCI, ANO "oum 10NO PREMIUMI. o.Kflption and amounl paid, PART E; TRAVll AND "ILlAGI. Enler ,fOO\Inlltom '11'~~ld Fo,m 2.lot, II cllimin9 olhlr llpen... "0m Llnl. 0' Form 2100. dllCflM To..1 Unrtlmb..,.ed ImploYM 1...lnll' II pin.... Add 'Irtl A Ih,ough.. Inler hltt and on Lint 1b 0' your T.. AII",n. p'" I K' U II mUI I I .,OU IYI more I an on. occupalion andlot .,ou' .pou.. allo Incut. Imploy.. bUlin... Ilpen... 1b L ....J 'l700lt20012 'l700lt200lo2 SCHEDULES MB (Ponft 1040) ~'-":::-.:=r (II __ _ on F.... ICWO MedIoeI and 1 0t0ntaI 2 I!xpenMI 3 4 lU.. You II hid II (11M 7 ptIge A-2.1 I 8 IntelMt 10 You Paid 11 (11M ptIge A-2.) - P..-..l 12 .... Ie not cleductIble. 13 14 GIfte to 111 Chartty IlYOU_1 11 s;ftandflCllI _bit, 17 __".3. 111 Claullty Ind Thin Loa.. 18 Job bpln... ZO Ind lOll OlIIer Ilmnlnlau. OlducllORl (SH PlGI ".6 lot _10 deduct ,*-.) 23 24 2ll 2e 011111 Z7 KllClnlnlau. Olduetlon. Total Itemized Deductlonl Schedule A-Itemized Deductions I8cMduIe III on back) . AItICII to Form 1040. . _ ~.._Iot __" _. c.J,,~ CauIIon: Do not IncWa eqlINM /'IImtxJrttd or PfI<I by o/hen. MIdlcaI and dental .xpenaea (_ pa A.ll. . . , Enllr amount !rom fom11040, ina 33. 2 MUlllply lint 2 lbovl by 7.5'16 (,0751. . . . . . . SublllCt IinI 3 from IIn. 1. If IIn. 3 II m<n thin IIn. 1 enlar .0- Stal. and Iocallncoma laxll . . e R.a1 lltat. tax.. (_ page A-2). . . . . . .. e PeIlONl property tax... . . . . . . . . .. 7 Other tax... Ull type and omount .. .................... Add 'linea .5........ ii' s.:..:...:..:...:..:.......:..:...:..:.... Homt mo/1glQllnt.rlSt end poIntl r.pallld to you on Form 1098 Homa morllllllllnl... not ropor\lId to you on FOfTIll098.11 paid to IhI panon 110m whom you boughllhl home. _ page ".3 and __ IhI1 panon'll1II11I, IdantJfyIng no., and addIeu .. PoInll not repolted to you on Form 1098. Sea page A-3 for lpaclaJ NIaI. . . . . . . . . . . . .. 12 InVll1mentlnterell. An.ch Form 4952 II required. (See page A-3,) . . . . . . . . . . , . . .. 13 Add 1111II 10 th h 13. . . . . . . . . . . Glftl by cuh or check. If you made any gift of $250 or more,_pageA-3 . , . . . . . . . . . . Other than by caW. or check. If any gift 01 $250 or more, _ page A-3. You MUST Insch Form 828311 over $500 CanyoV8r from prior year . . . . . . . . Add llnel 15 thro h 17. . . . . . . . . CasuI or theftloas(ee). Anach Form 4684. ee s e A-4.) Unrelmbursed employee expensee-job travel, union d...., job educetlon, ele. You MUST anach Form 2106 or 2106-1'2 If required. (See pege A-4.) .. ............... 21 Tax preparation leel . . . . . . . . . . . . zz Other axpenaes-lnvestment, eale deposit box, etc. UII type and amount ........................................... 0t.I8 No. I1W6-G07. ~@97 -No. 07 V_ _ -"',;;;;;;;;;- AcJd Ilnel20 through 22 . . . . . . . . . . . Ent.r amount from Form 1040, IIn. 33. 24 Mulllply line 24 above by 2'16 (.02) . . . . . .. 25 Subtract line 25 from line 23. If line 25 Ie mora than line 23, anler -0- Other-lrom lIat on pege A.6. Uat type and amount" .............................. la Form 1040, line 33, over $121,200 (over $60,600 II married filing separataly)? NO. Your deducllon la nolllmlted. Add the amounla In the lar right column } for linea 4 through 27. Alao, enter on FOIT1l lll4O, line 35, tha lal'll" 01 .. this amount or your standard deduction. . '/ES. Your deducllon may be limited. Sea paga A.5 for the amount to enter. IS Por "-oil< Reduction Act NoUce, ... Fonn 1040 In.tructlon., Cal. No. 11330X Schedul." (Fonn l0010l1"7 let J ~_ tI1 MIl (form '0if0) ,", ~ __ on fonn 1040.00 rct....".".. _ 10<00I _...- ~ _ on --- OMe No. lW-0074 Pogo 2 v__--._ e Add the amountlon line 5 . . , , , . . . , , 7 Clr-Ital gain dlatrlbutlona. Enter here and on Schedule D 8 Non1aXable dlatrlbullona. (Sea tha Inst. for Form 1040, line 9.) II Add linea 7 and 8 . . . . . . . . . . . . . . . . . . . . . 10 Subtract line 9 from line 8. Enter the result here and on Form 1040, line 9 . ~ 10 You mUlt complete thll part ij you (I) had 0V1lf' $4()() of Interest or dividendi; (b) had I foreign eccount; or (c) received e dlatrlbutlon from. or were e grantor of, or a tranlferor to. e forergn WIt. 11. At any time during 1997, did you heve an Interest In or a signature or other authority over a ftnanclal account In a foreign country, luch IS a bank account, lecuritles account, or other financlal eccount? See pege B-2 for exceptions and flllng requlrementl for Form TO F 90-22.1 . , . . b If .Yes,. enter the name of the foreign country ~ ....................................................... 12 During 1997, did you receive a distribution from, or were you the grantor of, or tranlferor to, . forel n trust? If .Yes,. ou ma have to file Form 3520 or 926, Sse e B-2. . . . . . . For Paperworl< Reduction Act Nollea, _ Fonn 1040 lnotructJonl. Schadula B (Fonn 1040) 111I7 Part I Interalt Income (8aa pagao \2 and 11-1.) -"you '**"-d I Form 10000-INT, Form 10000000D, or suba_ llal_1 from a broI<araga tIrm, IIaI the lInn'l nama sa tha peysr and anlor the lotaIlnl_1 shown on I/Ial form. Part II DIvidend Income (8aa psg.. 12 and 11-1.) Nota: II you '**"-d I Form 1 Oll9-DIV or subltllula llal_1 from . broI<oraga tIrm, llal the fInn'a name u the peyar and anlar I/Ia lotal dlvldandl shown on thaI form. Part III Foralgn Accounw and Truata (8aa paga B-2.) Schedule B-Interest and Dividend Income - Boquonco No. 08 Nola: II you hMJ 0_ $4()() In /&!tabla In_, /ncOfllOl, you mull alsO Ie PltlIII. 1 Ult nama of payer. If any Interelt Ia from I seller-financed mortgage and lha buy., used the property sa a parsonal residanca, _ page B-1 and 111\ thla Interest ftrat. A1eo, show that buyer'l social security number and address ~ Amount ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ 1 ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ 2 Add the amounlB onllna 1 , , . , . , . , . . . , , . . . ., 2 3 Excludable Interest on serln EE U,S.IIv1ngl bonde Iasued aller 1989 from Form 6815, line 14. You MUST attach Form 6815 10 Form 1040 , , . . . .. 3 4 Subtract line 3 from line 2. Enler the result here and on Form 1040 line 8a ~ 4 Nota: " hMJ ~ $400 In dividendi and/or olhar dI.trlbulJona on .tock, mull aJso con II Ust nama of payer. Include QI088 dlvldende aOO/or other dlatrlbutlone on etock here. My capital gain dl.tributlons and nontaxlble dletrlbutlona will be deducted on lInes 7 and 8 ~ ..................................................................... Ie PltlIII. Amount ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ........;................................................................................... II ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ I' P,O. BOX B MARYSVtLLE, PA 17053 TELEPHONE (111) m.1196 KBNNBTH If CLBSS AND 1026 VALLBY STRBBT BNOLA PA 17025-1326 TAX YIAR TAX 10 It BANIt 10 . BANIt PH It 1997 191 40 8255 23-0581420 717-957-2196 ON BBHALP OP THB BNTIRB STAPF OF OUR BANX, WB HOPB 'l1IAT THB NBW YBAR BRINGS YOU IlBALTH AND PROSPBRITY. . THANK YOU POR YOUR PAST AND PUTURB PATRONAGB. .. - .....,.,.. - '. .:t;-. . TYPB Are: . 1. INTBRBST 2.POINTS 3. INTBRBST- AMOUNT PAID RBPUND AIL 218539 3899.43 ---------- -------- -------- -------- TOTAL 3899.43 *.*.**..****.*..*.***.*....*********.*.*.*****~*************.....****.***.*~.... ICCtJ'OO 1(104 w~ iiI'J' Q~ 'i5Nmi . ~ I ON\!!~'!.ISlno .. .v-a . "'.."".... c: ONIQHY1SltlO '''It'''ll ..' . P.O. BOX B MAR YSYILLE, PA 17053 TELEPHONE (717) "HI96 . . 'l'"..,..' 'f",' .' 12/3'11~7.:."'~";~;:" .j' 1,~'~" ';. ~i~';o.:,.: "f.~i,. r ",: ~~::.. ;':.1.\J('!"';' ..~I ~;"'~.'a."6 ,> . 'r i'Q.'.' ,,*:/;, :.. ...,.,..~.~.. ..:.. .. ,. _. . ,.,.~..~...~~Wt... ...~r' PRIMARY ACCT: .; :"; 9400205 . '/_'~~:>" STAT~~fIRIODI 091 .................................._...............~~.~~~.~,.........~ Cert of Deposit 00 094002 05 (YBAR-TO-DATB.IIITBRBSTI 462; 'j --- -~::::~:~;;- i~~~~oo-;;-- - --.~ - ~:.::~ 7~- ~ ~~.:~-~.;; ~C -T~.j~~~~~;,~~'r BALANCB LABgT~.. . :.:" ,.,09/30/97~<:?! ..INT' PAID ( .' ' . ....., -;,' 'fl'-- 10/20/97~ . . INT PAID (AD- ~. .. ..-.~~ .tQ8 11/20/97"'l.~'~" $ INT PAID ,(ADDoN 'r-.t''' .'\~~:96 U/20/9f~~S~:~:t8;Z~ :.,1 ,JUlllUAL PBR~. B .YIBLD BARNBD FOR 92 DAYS IS' . 5.53 , . '_..'...,' .:" >~t1..,o..,.'.. INTlRBST BARNBD')l)URING CYCLB PBRIOD 119.15 . '~('. "iili':.'~;:t:/~' . CURRBHT:.INTBRBST'RATB 5.41 , '-r" ".';,~:~'!.p,r"" AVBRAGB BALANCB FOR THIS STATBMBNT CYCLB: $8,71.B.?:8.};~'f.:~~:{ i',';;'" -,,'l;r~'t. .,\j..;' ............................................................................ .-.. S........DY . .....}..~...., r. ~( "'&"IrInA : ' , .... '::._.~~"''.r:~!. ~ , ~1. ACCOUNT PRBVIOUS TOTAL -TOTAL' SBRV,ICS', I. '.. .~.. .NUMBBR..... . .BALANCB.. ...... .DBBITS..... ... .CRBDITS.... .~B}'f-i,,~~CB. C/O 00 094002 05 8,664;76 .00 3. 117.65 ....~:OO.;-!J-~~;~!l~.4 ........................~...........................~~~~............~~~~~.~~~... , . _ - -.. . .. ':;Ii .t::.".... .....- ~. :.' '--~~1" 1 J~k::J~ : .. 'f.:.(-'fl. .,:-.\._~~.r:, _ . ~......... __.~.." ....-.,. ".}": ,t,'" ," c,'.~ .. iT"". '1. ,,:; .. ;t KBNNBTH MILLIAM CLBSS 1026 VALLrt ROAD BNOLA PA, .:1:7025-1338 :'-~~;;1;' ,J J ...., I~~:.:~ .~ '~"'~~'oiJ- ..' .- ~ ; .",' '/;":', {- ',. j' ~'; ....; '~'I-r"" : '" . ;:", .'!', ~. '. , .;' ;,',; ',..,. ." .', '\ ...~-;,. ,'., ;/, '1 . ',' ,~;:.i-,-1~",- . ~,~,.~..~::l~~ .,;.. _.._~ .:,' '. , ',' . . ~. ~ . , " .' ''l~ :'.'.' . .1'-' -. ..J . . .'. . I.R.A. STATUS REPORT DATE: 01/02/98 . KBNNBTH WILLIAM CLESS 1026 VALLBY ROAD BNOLA PA 17025-1338 FROM: 1ST NAT'L BANK OF MARYSVILLB 101 LINCOLN STRBBT MARYSVILLB, PA. 17053 SOCIAL SBCURITY II 191 40 8255 TO KEEP YOU ADVISBD OF THB INCREASING VALUE OF YOUR IRA. WB ARB GLAD TO FURNISH YOU WITH THB FOLLOWING INFORMATION. 1. ACCOUNT BALANCE AT THE BEGINNING OF 1997 TAX YEAR $8,319.93 2. CONTRIBUTIONS TO THE ACCOUNT DURING 1997 $0.00 (+) (INCLUDES TRANSFER AND ROLLOVER CONTRIBUTIONS) 3. DISTRIBUTIONS FROM THE ACCOUNT DURING 1997 $0.00 (-) (INCLUDES TRANSFER AND ROLLOVER DISTRIBUTIONS) 4. TAXES WITHHELD FROM THB ACCOUNT DURING 1997 $0.00 (-) f~ 5. PENALTIES CHARGED THE ACCOUNT DURING 1997 $0.00 (-) 6. FBES CHARGBD THE ACCOUNT DURING 1997 $0.00 (-) '\ 7. EARNINGS ON THB ACCOUNT DURING 1997 $462 .48 (+) 8, ACCOUNT BALANCE AT THE BND OF 1997 $8,782.41 * ADJUSTMENTS * 9. CONTRIBUTIONS MADE IN 1998 ATTRIBUTABLB TO THB 1997 TAX YEAR 10. BXCESS CONTRIBUTIONS FOR THB 1997 TAX YEAR THAT WBRB WITHDRAWN IN 1998 $0.00 (+) $0.00 (-) 11, TOTAL VALUB OF THE ACCOUNT FOR THE 1997 TAX YEAR $8,782,41 THB FIGURES BELOW SHOULD AGREE WITH THOSB YOU USB TO PREPARE YOUR TAX RETURN. HOWEVER, IF YOU ARB ALLOWED TO MAKE A LARGER CONTRIBUTION OR YOURS IS OVER THB ALLOWABLE LIMIT, PLEASE CONTACT US AT ONCE ANY ADJUSTMBNT TO THE IRA MUST BE MADE BY THB DUE DATB FOR FILING YOUR TAX RETURN IF YOU NEBD TO MAKE ANY ADJUSTMENT, A REVISED FORM WILL BE SENT TO YOU ON REQUBST. IF ANY INFORMATION DOES NOT AGRBB WITH YOUR RECORDS, PLEASE NOTIFY US AT ONCB. ALSO, IF THERB IS ANY QUESTIONS OR YOU DESIRB ADDITIONAL INFORMATION ABOUT YOUR ACCOUNT, PLEASE CALL 717-957-2196 I W'llMttlHG.SI~'Nl~, , .-" a 1W1.0'ffE BUSlNiSS E.lPENSn jAMdl SWe ~ Vii.... .-~ ~"I J TAXAIlI w'~ ~ lIulMrKIl,..r>41. /foI'I'IL..... I. A Ornt:A TMAIIU lAAhEO lfrfCOUE (No.,.,_ ~ 01 \,.ll+lVoo.,,,*1C 8eN8ta. AAactI ~ Ouc\,menIat 5 TOTAl TA.llA8l.E UANiO INCOME IIEFOAE ~fT PAU:1'5 IlOll"" F~ $[I.'-lwtlOvMf:NT \loctOl.na]II'IdAj . ~ lOll fllAOW Sll.IllM'lO't'EO 1U$l~ns 'AOf'fSSIQH, OR fII.\AM IlJM~ltorlinr,...fJ1cIItl 1~~'AS~1 1 sueTOT~ Is..c..a l..ttIf l/rom LH 51 II lESS TklH ZERO INTER lEAO . Nfl' PA()J'IT fllAOW Sti.llWlOTED IUSlHESS PAOffS&ON. OR FARM 10M u. liar ."., Nlfl.oMMJ IAMcft ~~ IRS ~I . TOTAL T.uA8lllAANlO...cOWl AND NET PAOIITSlAod \Jle 7 and II 10 fAX UAItlfTV I' ()II L.M t ~ L.ftI' ~ 011 , , . . , , ~. . . . 10 ..4. . , ~. ~ 11 CAEDlTS .. INTIA TOTAl l' fA.'( WlTl+iELO.Y IWP\.OYlA I IHYIA QUAATIAlY 'A'fWENT5......0I TO THIS IItJAEAU .: 1'.'1 ", "I . l.lt I 'Il II 1 II "11", . I ~ 1111 II 12 "LM lie.. lNlOl" niAN 1M( 10. INTIR AEf\M) DuE HIM 11. I' U. INn 11 OO.lNtr lero) IJ II UHI 10 lS L.AROE" TKlH LlHll1C. 'AV UNPAID 1Al.AHCt! IV APRJ&. 15 lJ, ,. ~ 1WI11 00. 1"* lerol 14. M)O MlNIT AWJ PlHAlTY 0# I' PIA WOHT'H 0# UNlI] AFTER AI'fUL II I. 11 'AY IA1AHC8 DUI WITH '"" M1'1JNIt (l.Jne l' .... UM 141 t.WlMQ ADONIS UST ~ 1Hf0000TQ fORI'" TAX 'tUA BELOW TWP/IOAO CUMlHT MAiUHO ADDAESI '" NOT THe $AWE " HLOWI TWPIIORO 191-40-8~55 WESTAll FORM S31 (REV 1 MI1] ............... ECRLOT .. CC~7 ~E~NETH W 1026 V.LLEY RD ENOL. P. c-c 3;-8 7S (LESS ..... ~11 '*1 "'.. a --..r Of 1 7025 ::';4 PE NNsao~o Tw' 1 4099 Derry Street Harrisburg. PA 17111-2238 717 564-5101 . FAX 717 564-6002 COMPARABLE MARKET ANALYSIS Prepared for: Kenneth ~ & Connie I. C/ess 1026 Valley Road Eno/a, PA 17025 (East Pennsboro Township. Cumberland COUllty) (fax Parcel No. 9-13-0998-099) August 3, 1998 Prepared by: Tim Clouser Associate Broker, GRl Office: 564-5101 f e: 944-S0LD Convenlenllocatlons serving you In Central Pennsylvania 1011 Hemlock Lane [nola, P A 17025 lEast Pennsboro Township) Selling Price Date Sold Days on Market Type of Financing Family Room Powder Room Woodstove Lot Size Adjustment Square Footage Adj. ADJUSTED VALUE 799 Valley Street [nola, PA 17025 (East Pennsboro Township) Selling Price Date Sold Days on Market Type of Financing Central Air Family Room (LL) Woodstove Sun Room Lot Size Adjustment Square Footage Adj. ADJUSTED VALUE S 114,900. 3/31/98 I VA + 2,000 + 1,100 + 1,500 None None S 119,500. S 114,900. 9/18/97 14 Conventional + 2,200 + 2,000 + 1,500 1,000 2,000 None 1m v U I tYo.lIAJ'"/rM1OJItO 0.. SdIIN ,""IJ" 10""" "!.Ql!\!t!ll_!!IlKJlI.....'" :j:~L Iflalljhlltllll~ht Y,..f LStvilWiH IdAl~" '_SlIl ,''''l\&lll!f.fjI.l!!~f · 0 Wfn'11IlILJ1IlIL_-, iIIliiii,1-1 II . Y,I " I I.... So ,.... So J:l .' '1l.:Ui1ill~DAT- lR "\Jilin Mill" If 41 I' OlHWUIOOM I 011 M lUUII 11I1 ....IQlC(OAllOl ; f" 11'1" Iflun CaoIWHXIW\,NltsI w_" Ot:H IIU .. UU lnlfAUwN>>ow'"U'.."IJ.MAJ,' JllvMAQm'nlllllll' ,'i!! ""THI HOW 'UI ON ... 01 &al1t.IIO.KO.f 11.... WOOOS'Klft) ,00WO'(I IILtVl ntlllnlHQlI.NOU.lA I UUNROOMJUlLI"'...HU-CMGMloJl"lIJruUUfilllff. ....O'~"VMAaI S 117,600. , ' . '. t . . . . 511 Susan Road Enola, PA 17025 (East Pennsboro Township) Selling Price Date Sold Days on Market Type of Financing S 126,000. 4/1 5/98 7 Cash I ....IAI' I(HMIIOlW) DIt "J PI ~.II.'O. . !ft~lJG<lU~'i_'O_'" ~ uI ill 't 'f..1.1 (dAu...... TulSqfl.... 1toillll!!IllIl!m~ iio,iliii:I, , h4.S. ht..." 1I1i 11111'... 'Ulllt I>> IUllt..' tUII IlW_tMJ'If...Ig lit UI"t IfU U.M' CoIlIIlQ'nAM.... w. MIf IIU IOMI WNlOW ,."t..HII,G4' fMll\!.b\&.~iliiJ ~m HOMI.. tlQIUIff IIW(, 'Ma' MJOIlI Kil ovtlUZlD f.rua: IMIo'IllUI'IIIIINII'IDM WlNDOWIAHD~IW.IAIf."Hr ADO IOVAlUl Of HC*I.llUUaI)llVAno nllHDU$l WUNOf WIU_AfUIIPNt1 Bath Powder Room Two Car Garage Family Room (LL) Lot Size Adjustment Square Footage Adj. 2,400 + 1,200 + 1,500 + 2,000 None 2.280 ADJUSTED VALUE $ 126,010. 50 Circle Drive Enola, P A 17025 (East Pennsboro Township) PHOTO NOT AVAILABLE Selling Price Date Sold Days on Market Type of Financing S 128,000. 7110/98 5 Conventional Two Car Garage Bath Lot Size Adjustment Square Footage Adj. + 1,500 2,400 2,000 2.688 ADJUSTED VALUE $ 122,412. 15 Hillcrest Road I!:oola, P A 17025 East Pennsboro Township) Bath Central Air r~ot Size Adjustment ~quare Footage Adj. 2,400 + 2,200 None NOlle .. ......., "....., ............. .. t" -'"J~MMlIll''l~Il.-~.I''' ,.1AIti I.. MlM.... '''''1 lilt l&1"~; 1IJ.!!~ ,..... 'I!' 104""lf'''.'' .~I . II nllt ..11I11"" .IUI" III iii "III. ".......to'"l.IU(,1. II 'U'I" .., II 11'1" wt"'llOWIMI".AU' _.., tlN "1\ "II' ,.tflQ__IIOW,--..c' liJMHUuA'iVa&. lIW~umll"" __..'UD....... ,.......INM.llMU I. .fM'........lMaI ,,,,f 100M.... Nra ,.., _COM ItM 'ffQ.II4'''.'M'IlM'''''''1'OCa, .f.ItH.......a MlWI...UI..... "ut'.... 'lNlIII'."'-. f.,IUIllII_" ., h" ielling Price Jate Sold Jays on Market fype of Financing S 119,000. 3/5/98 80 Conventional <\DJUSTED VALUE S 118,800. ADJUSTED VALUE RANGE: S 116,020 112,412 119,500 -... Median Value 118,800 117,600 A VERAGE ADJUSTED VALUE RANGE: S 120,866, AVERAGE DAYS ON MARKET: 22 The average Adjusled Value in notlhe actual value or the recommended Illarketing price on your property. It is simply a guideline to utilize when estimating all asking price to market your home at. Adjust this Adjusted Value to include: Location, condition, construction, electrical service, repairs and painting needed, fixtures and amenities not included in this report. It is recommended that the marketing price not exceed 5% of the Average Adjusted Value. EXAMI'LES OF PIWCEEDS FROM SALE: Selling Price Commission 7% · Transfer Tax (I %) DeedINotary Transaction Fee Wood Infestation Inspection $ 127,500. 8,925 1,275 80 75 40 $ 123,500. 8,645 1,235 80 75 40 ESTIMATED NET S 117,105. S 113,425. . Commi.JJions are negr-liable to. ~ LOAN AMORTIZATION SCHEDULE. MORTCAG.LOAN NO. 311539 PREPARED FOR Kenneth N. Cl.ss Connl. I, Cless 1026 Va".y Road Enola, PA 11025-13]8 PREPARED BY The FIrst Hdlonal Dank of Marysvll II PRINCIPAL BALANCE INTEREST RATE NUMBER ~F PAYMENTS ACCRUAL METHOO 1S3,ooo,oo 1.5000 180 lIollthly 31S0 PAYMENTS ARE DUE THE 8TH DAY or ~CH MONTH BEGINNING May 8, 1993 Page 2 AMORTI ZATION ~CHEDUlE PAYMENT TOTAt IlESUL TI NG NUMBER INTEREST PR1IlCIPAl PAYMENT BAtANCE ------..--------------------------------------.---------------------------------------------- ~ltJI;X 49'" '" w 327.42.., ., 17 :!56.60 IJ.. ~ . 584.02.&1. 52,130.92 ~OMJ.'''' 325.82 .... . 11 ;'~8,20 ~'T 584.02atlMJ 51,872.72 51 M ,''' 324.20 oM , , ~59.82 '-, . 584.02 ~ 51,612.90 112 .,11 322.59 11II1'1' 261.43 li"l 584.0~,4 51,351.47 '9' . ',11 ~ 3lJ.'. 320,94= ;!63.08 . 584.02 tV 51,088.39 lX... 54 .lIIa.. 319.30 ........ ;!64.72 Ill' "'., 584.02Q.nw 50,823.67 ....:>c.:' 55 .JWI1I 317.65 .... 'fI ;'66.37 1 ,'9, 584,0~J 50,557.30 "0W6M.~-91 315. 99 ~~"J ;!68.03/,,1-,/-', 584.02 50,289.27 S1J:TD TOTAL~ 3,899.44 3 108,80 , 584.02 ~ 50,019.55 :)1~~',' ',.~, 314.30;.- , , ';!69.72 .11" 312.63, t; , .... ;!7l.39....r.f ~. 584.02. ~49,748.16 59 jt!? 310.92 ~73.10 584.02 49,475.06 60 309.22 274.80 584.02 49,200.26 61 307.50 276.52 584.02 48,923.74 62 305.78 278.24 584.02 48,645.50 63 304.03 279.99 584.02 48,365.51 64 -~ 302,28 281.74 584.02 48,083.77 Q 65 v 300,53 283.49 584.02 47,800.28 66 -- 298,75 285.27 584.02 47,515.01 , 67 ? 296.97 287.05 584,02 47,227.96 68 295.17 288.85 584.02 46,939. II YTD TOTALS 3,658,08 3,350.16 69 293.37 290.65 584.02 46,648.46 70 291. 56 292.46 584.02 46,356.00 71 289.72 294.30 584.02 46,061. 70 72 287.89 296.13 584.02 45,765.57 73 286.03 297.99 584.02 45,467.58 74 284,17 299.85 584.02 45,167.73 75 282,30 301.72 584.02 44,866.01 76 280.41 303.61 584.02 44,562.40 77 278.52 305.50 584.02 44,256.90 78 276,60 307,42 584.02 43,949.48 79 274.69 309,33 584.02 43,640.15 80 272.75 311 .27 584.02 43,328.88 YTD TOTALS 3,398.01 3,610.23 81 270.81 313,21 584.02 43,015.67 82 268.84 315.18 584.02 42,700.49 83 266.88 317.14 584.02 42,383.35 84 264.90 319.12 584.02 42,064.23 85 262,90 321.12 584.02 41,743.11 86 260.89 323.13 584.02 41,419.98 87 258.88 325.14 584.02 41,094.84 88 256,84 327,18 584.02 40,767.66 89 254.80 329,22 584.02 40,438.44 90 252.14 331.28 584.02 40,107.16 91 250,67 333,35 584.02 39,773.81 92 248,59 335,43 584.02 39,438.38 YTD TOTALS 3,117,74 3,890.50 93 246,49 337.53 584.02 39,100.85 94 244,38 339.64 584.02 38,761.21 95 242.25 341.77 584.02 38,419.44 96 240,12 343.90 584,02 38,075.54 .....\,I,~"O....J"...." 0\.10'., nO:(lI" .. f"..' L.." 1.0'HA , D'mHA 3 [leo".,. Unint I.OVA lac.... ,... ,'. .....11.. "I'l..""*t., "I"IIII'lI"'I~CI II ......1' 1118261 & . Nellf hll f."" II ""'''''',d 10 11,. '101.1, .....m.nt 0' .Clu" I.HI.m.nI COllt. Alnownu "Id 10 Incf It't """1I1.,,,.nl ."nl.,. "'o.n. 11,'h' ""t..d "leI-.,")" w.., ..leI owttld. lh, c.1~.I".; lh.,;, fl. thO-A h.,. 'or ''''otmnIOtl.1 ,u,.Ot.. ,ncI ,,, not IN;lud,d In &h. lo"h. "",'M "'111 .1.."....., . NI.... 'ft. Acld'III.1 hll.' ,. Ham. ,ft' AlWl....I "I"'" :..n.lh W. C leu onnt, I. Cl.n 026 vall.t AOld .01.. ,". 11n2~-I]]8 Th. ~lrst Nltion,l 8in. 0' fl'laql'lltl. 101 lincoln Street Mlrt...II.. ,". 1105]-0011 tt.SIIU1tn'I'lIA"nITh' rtrst Hottlonal 9.n, 0' MlrYl~i'l-- A4NrllllOI Unr.oln Str'ett Mlry.vlll.. PI. 1705)-0017 ". 2)-0581420 ""UtlS,"littn.,u 11.1Il......-wD.I. n_ '00"" .CoIle'" '026 VIII.y AOld ,noh, PI. 11025-1338 J Summ.ry 0' 10"0.'''' T,.nlledo" K Summ."" 0' S.IIt1'. "'"Iutlo" 100. Or... Amount Ou. 'rom Boi,dYf" Inn , n.nu. fOI. Cent,ICt all.. 0,1" 401. l':elnl, I :-:;j::- 102. '".....1 '. . 4n2 '......n'l .:..,.......,..,,, 103. ..111,,",ntch"0I110 bOf'OWtf I~ . I 4 101. '"VO" Fir" NHlon.' .'10' 12 1110 ,. 101. 10 . 105, A tulm.nulof lI.m. a.ld bV' .11 tin . .~ .IA '0 ""0. I. .A. _0. 101. C IlYftoWft ,.... ,. 4011. CIN/town 11.., ,. Ig,. Ol,Inty t.... I. 407. Counfll I.... ,. 101. A..,um.ntt ,. 08. Allfum.nu I. I Ii"" 110. 10, II 11, !12. 12. 20. Grou Amount Ou. "(1m 80flo.., " ." ,. 420. Oroll Amount Ou. To SeU., 00. AmounU '.Id 8 0, In B.h,1f 0' Botro.., 1500. Redu!;tl nlln ~ ou. Ta!:lll f C1. D.DOIIt 01 ..,n,1I mon.", 5\J1. h!;," d.Dollt u.lnmuctlona' , nc p, .mounlO n.w lo,n I 502. S.nl.m.nl Chft II 10 .11., IIn. 14001 OJ hillln 10,nllll,I,," lublt(llo 503. E.lltln hun Ilk " ubl'ClIO 01. 504. ',"off of IIn' motli'l' .Io.n 05. 1S05. ',yoU 0' Itcond mallel'o, lo.n 08. soe. 0', 507. 0 08. 5 8, O~. 509 Adlullm.nU '01 IlIml unp.ld ~.II" Adiultm.nli fo' heml unD.ld b., .ell., 10. City/town t.... ,. 510, Cl Ilo'f/rA 1..11 ,. 11. CounlY I.... ,. 511. f"'''unrv ,.... 'n 12. Au.um.nu ,. A 'n 13. I'll II. II 15. "5 18. S16 _. 17. su. ... 5111. I~. 51~, ZOo Toul '.Id By/Fo, 80uow., .., OM M 520. Totll R.du!;llon AIT.ou"1 0101' s.n" )0. t'lh At S.nl,m.nt F,om/To BorroYftl GOO. Cuh A ~1"h";'1l1 To ',om .11, II. 0'011 Amount " from hor,tHllf,r II.. 601. ~II .~--;;;:-..t 041.1' to, II., 11"" .20 I'. L,u ,",wnll p,id bv/lOl bOrfG"lNtI (IIn. 22011 M e02 leu r.dUCllonlln ,ml du.uU" 11In. 1201 I 1 I], Cuh 1(!),1lH D To 80now" I". 107' " 603. Cllh Or. o from s.n" luIlTlNII'Q"W 10" 'IUlA "~!~"I.~~. ..4'............-. II t . t. i I I I 1 1 i . ~ -'. " .". u.tM" O"".O,'"Cnl .. 0.... Na nOJ OJn .. T.,~. ollo." 1.0'HA ,OFmHA J []Conv.Unlnl '.OVA sOCGnt' Inl. .., ""'0" 'tA .."'w' ..I..al1........"" 11......11 '/18261 & I C. HOI.. Thi. rOlln i. h",,,ilh,d 10 ,1"10l.1' U,I,$,nl 0' "hlllltlll.m.nl COt II. Anltvnu ",.Ief 10 II\d b., 1ft, ""I.,,..nt'tlnt... altown. ItllT" "....Il.d "Ip-o.c. .. w,., Plld outald, ,", ,1~lin,. ""1 'tl th01lfl'lh", ,,,In'olmell,,,.. putpOIl' ,1'4 't, nOI includ.d in ~. lot,!,. . N.,.,. loAd ...~,.It .1 'OJ/,.,,, t. ..."'-.1'14I....."....' S.ll" ~ l J. H"".tft4Ad1J,... If L....(.' Kenneth W. elfSS Conn'. I. C\IIS 1026 VI' loy ROld Enol., PI. 1/025-1338 Tt'l1 ",.st N.tion.l 9,1'1" of Ma,.ysyt III 101 Lincoln Str..t ",rys.I1It, PI. 11053-0011 .. TIN: . '''''''' OUI.... ".SWI""'"IA,.", 'II, First NatlQnal B.nk -'4*... 101 Uncol n St,'-eet 14"yulll., PI. 1/053-0011 ,.. 23- 5814 ~"'"S.I1*,''''' of "arysy' lit 1026 Vall.y Road Enola, Pa, 1/025-1338 J. SUMm.ry 0' lOUD..,'. T'ln",tlo" , k S\lmmll'Y 0' 1.111,', TfI"lfcllOl'l 100. O'ou Amounl 0". 'rom louowlt a , Am IOua Ta hft., 101. Conlllcl "I.. D'lc. 4 1. ~""nl,...I"I"''',I''. 102. '.rson,1 , , . . '.no,,,1 ft,cxurtv 103. ..ltltm.nl eh.tlltto ~"o.r1rflln. tot 192.00 . 104. PlYoff First Ii.il.nol aonk 4' 140 ~a '04. 105. 405. Ad "llmlnU '.II.m. El,III b<l ulla, In .dv.n >> ,1M I,.~, ~I.', ..II. IQD. City/town I.... I. "O!!I. Chvllown lutl .. lUI. county laxl. I. 07. County I,... I. 101. AU.IJtnlnU I. oa. AUlumlnu .. 'OIl. lQ9, 110. 10. II,. II. 112. 1112. - no. 0'011 Amounl OUt Ftom 10llow" kll ." .. .120. O,on Amownt DUI To S.lIer lQQ. Amoun.. "Id 8v 0, In 8,h,I' 0' 80"ow., 600. Rldu;llon.ln Arnoun' \I, To II., 2GI. O.aollt Of "'''UI mon.v 501. r:lIUII d. 0111 I" 'n,uU;IIOftIl 202. ',Inchu' .mou'U 01 ntw 10lnhl 502. SltU.mlnl ch.. II 10 IlItI IIn. 14001 203 hillln ,.,nil) I..." sub lei 10 603. EIi.Un lo.n I .lunl\lbllU 10 204. $04. "vall 01 finl mOlllllllHllo." 205. 605." oU of IIC0nd mOltll111 lo.n 201. 508. 20,. SOl. 208. 09, 209. 509, Adhutm,,," fo, lI.ml unp.ld bv IIlIer AdiuHmlnb fa, II.ml unEl.ld b... nil" 210. City town lu.. I. 5'0. CI Itown I.... I ZlI. County I.... .. 511. ~ounN III" I. 112. An'l1m'nll I. 517 A"..om.nll 113, ,13. Iff. " liS. 515. - !llI. "9 _. !11. 517. ~1'. 518. !1l1. 5\9 '20. Tot,l 'lid By/FOI Bartow" ,., nnn nn 520. TOIII Rlductlon Amounl Out S,IlI' ~. i ... ! ! 00. Cuh AI hMI.mf/H f,omfTo Bo"o\ll'II :)1. a,oll Amounf du, "om "0""" II" I 0 )1. llll Imountl Plid b...llor borrow., IIln. 2';01 , 100. C"h AI ~H,l.", III To F, '" II, 601. G' 11.11'I ioU" du fill .,111' IIi". "01 02. lUI rtduCllonlll'llrnt du. uU" Hln. 6201 1 13. Cllh o(!),otlttI [] To 80rro\ll''' QT. O',omSIIIII 603. ell" \,~~" t. .... ~'h -r;;----~ 't.."-'''''-A ...........-....." "<>~\,, ",.,\..",-'1 '\:) \..tIIIl ......1"-'.......,._..._"""1 "'......:!.'.c\o~-1b ,'... 4-?N..?4"o-/.. __.~.ll c..w..,...\.. ''''''''. L.;".I"'..~.J.....; :. . ; ~~....:.. Ontl"""'~ 0.* C........ ..._ttl._ C....I_ c,_~............ Cc..ao....,..~.._.1:......"..,..... :-...w......_~ .:11'...... ~~ ~....._'., e..."."""" .......-.-. . c.r-..cl.., ,;WI '.. 1Ic_'" . e.....,...."',.....',..'....,.c..- """...........-. '_Iil--" 0.......,... '---",(......~, c...........\.."'O....,...... \<\'t,t. :'11:2 ..~.. 2t .~~ : .... ...."'.....~'" ,.... ..--..... ""'C'" 'ttt If....... 1,-............. '"' r....-c__"..............c-...,""~il...IIII~.'""'-. '...e......._""I............,..e.~~~.,............,..............-..c"' PtIPH" 0 .....-..._.....--......_IIII...........~.. 0 UloI.._'.'.........._~......,"""'..............-..........__.IIItI. ",.......___n._.......-",...._. . ...---..-................ .......-"...... ....--....-..,- - .. k_ '.. .. - 4\ 'It '?l 0_ - C,.Q,...""''- ,... c..~"'" ................... ...,...,~ 110- ..."" 1..:lI~"'" "-o4...u........'f C'.'b _ C>ty,,,-.,.G..,.,...~<,, .(tc:t., \,~""'-::.: ,_ "-".1....'_'.........-........ "'- ,t-f,i\ult..,. 0..... ,._11I11I_....... '-"",..'\."'''' \,)0,). ~\....'\ ................ ..,....i!i 11I0-0 ;:;;\Q":t...... ~""""'I.'1 ...~ ,.....SltlI',.. 5........U...... ~ \.,..~~ ./i.1t ,___,....,,_J...,...fWO'Il...., $IrMI "'~"'l~'. ,"''''<:.. ""'.....It.~..bo'.......""<. fAt. \, ,,100\-:' D_ 0_ 0_ 'NrlII ...... ...'" c_ ......... Q."-W 0 ...... ".M C~...l.=:..::l''''''- Ill......"......... ........ "''-'''1 'J)~~'1 ~,lo.:\..r-oc" ~",.\a. ~ l..P''''..............- ""'. It\At1..........~.."'.. \ ~ \'\~":; ................ a""",... ..... 0 ~ 1:=..:1' ""1lI --"~.. ~ '1:).c.,.\c",.,....".4 c..........\........., c,f'70."'...\':..\..... "\ ~P,. \, ~\"'\ .. ... It.., ""-"'....,_ ....,.. .......... I...............'Olot.... ..-,...........-. ~_. ....' IM'1..........lS 0.............. -.--, ,...."''''',.....3.. 0.........,... , .. Y'w'\".,...-,'^'I\ooO:...... ......-......... \,\,\-~';l.- '51.'\ ",~.tloI -.1..... .,. ......-......... \'\\...~- ft....".,; - ..........-- ..- ..- . '.. ..- ~- o."'~.IOloI'."..._. .Jwc_1'tct ,1..,c...,.t.ohll'" (........"_....1 . I... I.'" II '~'''''''''-''''' 101_'_... OI.....t_. . "-.. e..",-=-- CtII."... ,..... ':>. -::J ... '..~I"'1 c....'_....'.lll ...,..,......."". ...Il"_'.... \\ ..........'.....,.'u _.."'~. - --- -- ....-....-..,.- 0....."..... -.... -_..... _Orw....cao. --. - '..."-"""t.... 1. '" "., ~ o ...-. ... . ,lul 1 Cwo.... ,...e. ~ . .-...-.. IlOICI '~.I.....~._...--"'..._.""C_....._.,.......,II,........_..'...._ ....... ~--.. ~..... . t:lol'._H .1. W", '. '....".,....,_ ,- -~.=-- f--- ,~c...._ --.......... " If IM'lO,IOIIlfCURA(NJ PO~1fI0N fOR uss TH"1lf TWO UAAS (DU'lIn THI 'OHOWING ....e-!. ~_,I"""'/k"" ,,......_u .......,t~.. 0.."'_". ~"'C..... ",,111M -,---- . .. THut OUl5hONS ..IP. Y TO BOUt BORROW'" AND CO BOItAOWill . ..-,..,. --....-'" ---.. -.--. ............--...... .... '........., .~"I"""'" ...4""...., ....." -' _.... _ He ..... N""" .,...~ ,~. """ I ....". ,....'- h...... ~ ~ ...- 'fl..... -...- h___ 'II...... h...... ~ ~ "'_'IooI'~."I"') ~ -'D~_ ,,'" ..,.....'......."..... .,_...-..~"-h......I__~..... .."'- #>_'.....101........."....',. .- . ~ '.. ..........'......'.... r ; , , , CgRTIFICATE OF SERVICE I hereby certify that I have this 14th day of December, 1998, served a copy of the foregoing pre-trial statement upon the follOWing persons in the manner indicated below: Via first class mail, postage prepaid: Samuel L. Andes, Esquire 525 N. Twelfth Street Lemoyne, PA 17043 ~>~ Michael A. Scherer, Esquire CONNIE CLESS, ) IN THE COURT OF COMMON Plaintiff ) PLEAS OF CUMBERLAND ) COUNTY, PENNSYLVANIA ) vs. ) CIVIL ACTION - LAW ) KENNETH CLESS, ) NO, 97-6619 CIVIL TERM Defendant ) IN DIVORCE PRAECIPE TO WITHDRAW APPEARANCE The undersigned hereby withdraws his appearance as counsel for the Plaintiff, onnle Cless. ate: I(h)4( I . .-~cf(;f ~~, Keith B, DeArmond '--- Attorney-at-Law Supreme Court ID # 58878 2800 Market Street Camp Hili, PA 17011 (717) 730-9394 PRAECIPE TO ENTER APPEARANCE Please enter the appearance of the undersigned as attorney for the Plaintiff, onnle Cless, ate: 1'11~ c~.C1 Sam el L. And Attorney for Plaintiff Supreme Court ID # 17225 525 N, 12th Street Lemoyne, PA 17043 (717) 761-5361 '>- -. ~ L; ..:J r'; m ::OJ,,. ~, u " , :':~;'f ( ".. .~ .o'f :.-'r I.~. . "!:".J . l- ')' .'.. (1 ~. ,.... '"k, L\ . ~ r:"; u'. ..1, C.' iljiJ G.. lL! :.J~c.. I, c::. I' 0:) ::j L' 01 CJ CU"'lrl:e q~."<,,., I I I I ! Defendant ) ) ) ) ) ) ) ) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CONNIE CLESS, Plaintiff vs. CIVIL ACTION - LAW NO. 97-6619 CIVIL TERM IN DIVORCE KENNETH CLESS, PRAECIPE TO WITHDRAW APPEARANCE The undersigned hereby withdraws hIs appearance as counsel for the Plaintiff, onnle Cless. ate: 1 (/1~~( /~/)/ ~ (?~ ~lI!/<.F ~~ Keith B, DeArmond r:,.:---~ Attorney-at-Law (-. . --. Supreme Court ID # 58878t~ 2800 Market Street;: ~ '.~' Camp HIli, PA 17011 ;, ~__ (717) 730-9394 :.;!.. " I - , I .-; ., . , .\-) ",\1 '. ~ :~.1 -. PRAECIPE TO ENTER APPEARANCE Please enter the appearance of the undersigned as attorney for the Plaintiff, onnle Cless, ate: J~1!r <:~--Q, Sai'T1 el L. And Attorney for Plaintiff Supreme Court ID # 17225 525 N. 12th Street Lemoyne, PA 17043 (717) 761-5361 CONNIE CLESS, ) IN THE COURT OF COMMON Plaintiff ) PLEAS OF CUMBERLAND/DAUPHIN ) COUNTY, PENNSYLVANIA ) vs, ) CIVIL ACTION - LAW ) ) NO. 97-6619 CIVIL TERM KENNETH CLESS, ) Defendant ) IN DIVORCE PLAINTIFF'S PRE-TRIAL STATEMENT Plaintiff, Connie Cless, by her attorney, Samuel L. Andes, flies this Pre-Trial Statement in accordance with Pa. R,C.P, 1920.33(b): 1. ASSETS. Attached hereto and marked as Exhibit A Is a schedule of the marital and non marital assets of the parties, as known to Plaintiff. 2. EXPERT WITNESSES. Plaintiff hop~s that the p~rtle's c~n agree upon the value of the various marital assets without resort to expert testimony. In the event they cannot, she would call the following expert witnesses: A.) A real estate appraiser to establish the fair market value of the residence, 6.) An appraiser of personal property to establish the value of the household items in the possession of each of the parties and, possibly, to establish the value of motor vehicles which the parties own. 3. FACT WITNESSES. At this point, Plaintiff would only expect to present the testimony of herself and, perhaps, the Defendant by calling him as-on-cross examination. Plaintiff reserves the right to call such additional witnesses as may be necessary to respond to any evidence submitted by Defendant. 4. EXHIBITS. Plaintiff expects to present the usual exhibits regarding the parties' Incomes, Including paycheck stubs and past tax returns and W-2 Statements. 1n addition, she will offer exhibits to verify the value of her non ~ marital property at the time of marriage and at the time of separation and various other documents to establish the status of these Items as non marital property. 5, INCOME STATEMENT, Plaintiff Is employed by Alternate Solutions, Inc. as an accounting clerk, She earns approximately $25,000.00 per year, before taxes. Her bl-weekly Income Is set out on Exhibit C which Is attached hereto, 6. EXPENSE STATEMENT. Plaintiff's expenses currently exceed her available net Income, A detailed statement of her living expenses will be produced prior to the hearing. 7. PENSION INFORMATION. Plaintiff has benefits In the Heavy Duty Parts, Inc. retirement plan which are a lump sum held in an account and can easily be " valued by a review of the plan statements. In addition to that, she has a small balance In the Alternate Solutions savings plan which can be valued In the same method. Because neither of these plans are defined benefit plans, It will not be necessary to have them valued by an actuary or other expert. 8. COUNSEL FEES. Plaintiff has Incurred counsel fees to ha",e this matter resolved and will present a detailed statement of those fees at the time of the hearing, At the present time, Plaintiff estimates those fees to be between $3,000.00 and $5,000,00 If a full hearing Is necessary. 9. PERSONAL PROPERTY. Plaintiff believes the parties have previously divided their personal property and that a further distribution of that property Is not necessary, Much of the personal property In Plaintiff's possession was owned by her prior to the marriage and is not marital property. If the parties do not agree upon the final division of those Items, Plaintiff proposes to have all of the marital personal property appraised and to use those values for the hearing. 10. MARITAL DEBTS. The only significant marital debts known to Plaintiff are set out In Exhibit A. 11, PROPOSED RESOLUTION OF ECONOMIC ISSUES. The marital residence was owned by Plaintiff prior to the date of marriage. The parties made no .. , ., I f ~ I 1" r I ! , i I ! I!XHIBIT A . MARITAL PROPI!RTY DATE OF MARITAL AMOUNT OF ASSET VALUE VALUATION PORTION LIENS LIEN Residence at 1026 Valley $110,000,00 1/99 100% Mortgage $48,000.00 Road, East Pennsboro (est'd) (see note owed to (est'd) Township below) First National Bank of Marysville Alternate Solutions saving $285.12 12/31/97 100% None N/A plan Husband's pension or Unknown 11/97 100% None N/A similar benefits with Feeser's Food Service Portion of Husband's IRA $8,000.00 1/99 100% None N/A with First National Bank of (est'd) Marysvllle (roll over from Dickenson College Retirement Plan) Increase during marriage $20,904.96 12/97 100% None N/A of Wife's account In Heavy Duty Parts retirement plan Increase In Wlfe's IRA $2,799.75 12/97 100% None N/A with First National Bank of Marysvllle during marriage Increase Ir. Wife's savings $500,00 12/97 100% None N/A account at First National (est'd) Bank of Marysville during marriage 1993 Chevrolet Blazer Unknown 1/99 100% None N/A automobile in joint names Husband's 1996 Chevrolet Unknown 1/99 100% Payee $2,000.00 Pick up Truck (titled in unknown (est'd) Joint names) Partly restored 1957 Unknown 1/99 100% None N/A Chevrolet automobile (titled In joint names) 1994 Honda 4 Wheeler $5,000.00 1/99 100% None N/A recreationa I vehicle Utility trailer John Deere yard tractor $1,500.00 $3,500.00 1/99 1/99 100% 100% None None N/A N/A Notes: 1. Although the house Is titled In both names, thereby making It marital property, Plaintiff contends that the majority of the ownership Interest In the house Is hers because she owned It prior to the date of marriage. 2. Wife's retirement plan with Heavy Duty Parts and her IRA with First National Bank of Marysvllle are non marital assets. The portion of them Included above Is the Increase In their value during the marriage which Is marital property. The balance of those accounts are listed as non marital assets on Exhibit B. .1 EXHIBJT B - NON-MARITAL pROPERTY jj I: I :i Ii il ASSET VALUE DATE OF REASON FOR EXCLUSION VALUATION 12/97 These Items were owned by Wife prior to the date of marriage or were received by her during the marriage as gifts from third parties 12/97 Wlfe's pre marital asset ,. ~.f' , , I! " :i 'I Household furnishings and Unknown personal property In Wife's possession ii , :\ 'I ii ii !: Pre marital portion of Heavy $22,245.54 Duty Parts retirement plan Portion of Wife's IRA with First $9,516.23 National Bank of Marysvllle Wife's certificate of deposit $15,000.00 with First National Bank of Marysville 12/97 Wife's pre marital asset :i I, :1 I 12/97 Wife's pre marital asset (please see note below) :: 11 " I: II I ,i Note: Ii " " " I' 1. This certificate of deposit did not Increase during the marriage because all Ii of the Interest from It was deposited Into Wife's savings account at the First National !i Bank of Marysvllle, and was either spent during the marriage or Is stili In that ii savings account. i' I: :1 I Ii Ii Ii I' Ii I , " " " :i :j :i ii !I ii " " , Ii il 'i Ii Ii ,I 'I i, II ,! Ii Ii II II 'I I' Ii I I I 'I , I I I I I I i I i :1 EXHIBIT C CALCULATJON OF PLAINTIFF'S INCOME ON BY WEEKLY BASIS ~ : !i :i " ,i ,1 ii Gross Salary $958.40 less: Federal Income Tax Social Security Tax Medicare Tax Pennsylvania Income Tax Local Income Tax $117.03 $57.67 $13.48 $28.04 $9,58 Total Taxes $225.80 NET PAY $732.60 " ". CONNIE CLESS, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA 'I !i ;1 " il il iI I: " Ii ,I I ,I 11 " !I I, iI II " NOTICE IS HEREBY GIVEN that Connie Irene Cless, Plaintiff in the above il matter, having been granted a Final Decree in Divorce on the ~ day of :i ~ l.\1J'i\..\.\.t1\J ,1999, hereby elects to resume the prior surname of Connie Irene " !i Bitting, and gives this written notice pursuant to the provisions of 54 P.S. ~ 704. I' I! if II Ii Dat~(\\.lN\.\.~ \~\OAq I i, il " " Plain tiff vs. CIVIL ACfION - LAW NO. 97-6619 CIVIL TERM KENNETH CLESS, Defendant IN DIVORCE NOTICE TO RESUME PRIOR SURNAME G"<'-V-~ "~'.Ih.A.- ~~ Connie Irene Cless Ii I' >I II " I' " 'I I I, COMMONWEALTH OF PENNSYLVANIA " II !, Ii I !I ,I il 'I I " ,I ,I :' c ~~ ~-.-tl- ~~ Connie Irene Bitting I ~ ) ( SS.: COUNTY OF CUMBERLAND ) On the ~ day ofl],S'\.QJY\~Q A , 1999, before me, the undersigned officer, personally appeared'n'\rilt' ~\\\ir(~nown to me (or satisfactorily proven) to be the person whose name is signed to the within Notice to Resume Prior Surname and acknowledged that she executed the foregoing for the purpose therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. , " C\fuL~ \-~~M~)~ ~[ary u I~~~ .'-'J NIf Il ROlSU NoIWy""'" \IJIl!!'l8e- ~~. PA ~~...,...., ~'9'.,,-.lt. ~", S r.: .. Jf ~ , ~:~ "'.., L... ,~~ :>0- r' ."'.1 -. I,':' - ,- , '- , " -~ , .::: ) , , \ '. ; C'.j , . C , ~j -", -. '. ,)