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MARITAL SETTLEMENT AGREEMENT
TInS AGREEMENT, made this ~dUY of ~ ,2001, by und between
PAUL K. MARTZ of Lemoyne, Pennsylvania, (hcreinafter "HUSBAND or WIFE") and
DOROTHY A. MARTZ of Lemoyne. Pennsylvania. (hereinafter "HUSBAND or WIFE");
WIT N E SSE T H:
WHEREAS, the parties hereto were married on Apri115. 1972, in Harrisburg, Pennsylvania;
and
WHEREAS. the parties have been separated since March 2, 1997; and
WHEREAS, the parties have no minor children born of this marriage; and
WHEREAS, difficulties have arisen between the parties and it is therefore their intention
to live separate and apart for the rest of their lives and the parties are desirous of settling completely
the economic and other rights and obligations between each other, including, but not limited to: the
equitable distribution of the marital property; past, present and future support; alimony, alimony
pendente lite; and, in general, any and all other claims and possible claims by one uguinstthe other
or against their respective estates; and
NOW THEREFORE. in consideration of the covenants and promises hereinafter to be kept
and performed by each party and intending to be legally bound hereby, the parties do hereby agree
as follows:
1. ADVICE OF COUNSEL.
The provisions of this Agreement :md their legal effect have been fully explained to the
parties by their rr.spective counsel. WIFE is represented by Barbara Sumple-Sullivan, Esquire.
HUSBAND is represented by Debra Denison Cantor, Esquire.
.~......~ ...-..-..-..-..........
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The parties further declare that each is executing the Agreement freely and voluntarily having
either obtained sufficient knowledge and disclosure of their respective legal rights and obligations,
or if counsel has not been consulted, expressly waiving the right to obtain such knowledge. The
parties each acknowledge that this Agreement is fair and equitable and is not the result of any fraud,
coercion, duress. undue influence or collusion.
2. DIVORCE ACTION.
The parties acknowledge that their marriage is irretrievably broken and that they shall secure
a mutual consent no fault divorce pursuant to S 3301(c) of the Divorce Code. The parties agree to
execute Affidavits of Consent for divorce and Waivers of Notice of Intention to Request Entry of
a Divorce Decree concurrently with the execution of this Agreement.
This Agreement shall remain in full force and effect after such time as a final decree in
di vorce may be entered with respect to the parties. The parties agree that the terms of this Agreement
shall be incorporated into any Divorce Decree which may be entered with respect to them and
specifically referenced in the Divorce Decree. This Agreement shall not merge with the divorce
decree, but shall continue to have independent contractual significance.
3. DATE OF EXECUTION.
The "date of execution" and "execution date" of this Agreement shall be defined as the date
upon which it is executed by the parties if they have each executed the Agreement on the same date.
Otherwise, the "date of execution" or "execution date" of this Agreement shall be defined as the date
of execution by the party last executing this Agreement.
Page 2 of 13
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4.
MUTUAL RELEASES.
Each party absolutely and unconditionally release the other and the estate of the other from
any and all rights and obligations which either may have for past. prcsent, or future obligations.
arising out of the marital relationship or otherwise. including all rights and benefits under the
Pennsylvania Divorce Code of 1980, and amendments except as described herein.
Each party absolutely and unconditionally releases the other and his or her heirs, executors,
and estate from any claims arising by virtue of the marital relationship of the parties. The above
release shall be effective whether such claims arise by way of widow's or widower's rights, family
exemption, or under the intestate laws, or the right to take against the spouse's will, or the right to
treat a lifetime conveyance by the other as testamentary or all other rights of a surviving spouse to
participate in a deceased spouse's estate. whether arising under the laws of Pennsylvania. any state,
Commonwealth, or territory of the United States, or any other country.
Except for any cause of action for di vorce which either party may have or claim to have, each
party gives to the other by the execution of this Agreement an absolute and unconditional release
from all claims whatsoever, in law or in equity which either party now has against the other.
5. FINANCIAL AND PROCEDURAL DISCLOSURE.
The parties confirm that each has relied on the accuracy of the financial disclosure of the
other as an inducement to the execution of this Agreement. Each party understands that he/she had
the right to obtain from the other party a complete inventory or list of all property that either or both
parties owned at the time of separation or currently and that each party had the right to have all such
property valued by means of appraisals or otherwise. Both parties understand that they have right
to have a court hold hearings and make decisions on the matters covered by this Agreement. Both
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parties hereby acknowledgc thut this Agreement is fuir and equituble, und that the terms udequately
provide for his or her interests, und thut this Agrecment is notu result of fruud. duress or undue
influence exercised by either purty upon the other or by any person or persons upon either purty.
6. SEPARATIONINON-INTERFERENCE.
WIFE and HUSBAND may and shall. at all times hereufter. live separllle and apart. They
shall be free from any interference, direct or indirect, by the other in all respects as fully as if they
were unmarried. Each may, for his or her separate use or benefit, conduct, carry on and engage in
any business, occupation, profession or employment which to him or her may seem advisable. WIFE
and HUSBAND shall not harass, disturb, or malign each other or the respective families of each
other.
7. REAL PROPERTY.
The parties were the joint owners of real property located at 310 Woodland Avenue, New
Cumberland, Pennsylvania. Said property was sold in October of 1997. The proceeds from the sale
of the marital home have been divided by the parties with each receiving Eighteen Thousand, Six
Hundred and Forty Seven Dollars and 29/100 ($18.647.29) from the sale.
8. DEBTS.
The parties indicate that there is no joint debt to be resolved under this Agreement.
If a party has acquired debt, the parties agree that each shall assume full and complete responsibility
for his or her own debts.
HUSBAND represents and warrants to WIFE that since the separation he has not, and in the
future he will not, contract or incur any debt or liability for which WIFE or her estate might be
Page 4 of 13
,
responsible. and he shall indemnify and save WIFE harmless from any and all claims or demands
made against her by reason of such debts or obligations incurred by him since the date of said
separation, except as otherwise set forth herein.
WIFE represents and warrants to HUSBAND that since the separation she has not, and in the
future she will not, contract or incur any debt or liability for which HUSBAND or his estate might
be responsible, and he shall indemnify and save HUSBAND harmless from any and all claims or
demands made against him by reason of such debts or obligations incurred by her since the date of
said separation, except as otherwise set forth herein.
9. INVESTMENTS
The parties were owners of jointly held marital savings bonds which were cashed in by WIFE
on March 11, 1997 and deposited into the marital account for the payment of joint debts.
HUSBAND hereby waives any right, title and interest he may have in said bonds or the proceeds.
Any and all marital bonds in HUSBAND'S possession shall become his property and WIFE waives
any right, title and interest to said bonds and the interest earned thereon.
10. RETIREMENT BENEmS.
HUSBAND is the owner of a pension through his employment with the Federal Government.
HUSBAND's CSRS Pension has an estimated marital value of Forty Seven Thousand, Two
Hundred and Fourteen Dollars and 71/100 ($47,214.71). WIFE shall be entitled to fifty percent
(50%) of the marital portion of this pension and shall be entitled to survivor benefits in the amount
of this marital portion. alone. HUSBAND must elect a retirement option which provides for this
survivor benefit. WIFE shall be entitled to all costs of living increases or interest applicable to her
marital share. HUSBAND agrees to draft a Qualified Domestic Relations Order at his expense for
Page 5 of 13
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submission to the employer and the Court upon approval by WIFE's counsel. It is the intention of
both parties to draft and secure a Qualified Domestic Relations Order within 90 days of the date of
execution of this Agreement. HUSBAND agrecs to give WIFE's counsel 60 days notice of his
intention to marry until such time as the Qualified Domestic Relations Order is entered by the Court.
WIFE is the owner of two (2) retirement funds from her employment with the Federal
Government. The gross proceeds of those funds was Three Thousand, Four Hundred and Two
Dollars and 301100 ($3,402.30) at the time of separation. WIFE cashed in those benefits, and
HUSBAND hereby waives his right, title and interest that he may have had to those benefits.
The parties waive any and all other retirement benefits obtained by the parties post
separation. The individual who holds said benefits shall own the property solely and individually.
Each party waives their right to title and interest to the other party's benefit.
11. BANK ACCOUNTS.
WIFE is the owner of a checking account held at Harris Savings Bank. HUSBAND is the
owner of a checking account at Harris Savings Bank. The parties were joint owners of checking
accounts held at Harris Savings. All said accounts have been divided by agreement of the parties.
Each party waives any right, title and interest that he or she may have in any account, held
individually by either party, at the time of the execution of this Agreement.
12. PERSONAL PROPERTY.
The parties hereto mutually agree that they have divided all furniture, household furnishings
and personal property between them in a manner agreeable to both parties. The parties mutually
agree that each party shall from and after the date of this Agreement be the sole and separate owner
of all tangible personal property in his or her possession. Notwithstanding the above, within ten (10)
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days of the exccution of this Agreement, HUSBAND shull deliver to WIFE'S friend's home a
headboard, bedframe, two night slands, tri mirrorcd dresscr, chcst of drawers, and alluppropriate
hardware for said furniture and a white Cannondalc bicycle and a blue metal cart. HUSBAND
agrces to deliver or have said items delivered to 9458 Bosler Avenue and use due care and caution.
Said items shall be delivered in its current condition. WIFE shall not be present at said home at the
time of delivery, said time to be arranged through counsel.
13. VEHICLES.
HUSBAND was the owner of a 1986 Voyager with an approximate Blue Book Value ofThree
Thollsand and Twenty Dollars ($3,020.00). WIFE hereby waives any right, title and interest that she
may have in said vehicle. HUSBAND is also the owner of a 1992 Saturn which WIFE has been
utilizing. HUSBAND agrees to transfer the title of said vehicle to WIFE concurrently with the
execution of this Agreement and shall waive any right, title and interest in said vehicle. HUSBAND
confirms there is no outstanding debt against this vehicle. HUSBAND shall select a auto dealership
or tag and title office to complete the transfer of ownership of this vehicle on March 26, 2001 and
execute any documents necessary to effectuate the transfer of this vehicle to WIFE. WIFE shall go
to said business entity to sign any necessary documentation to complete said transfer on March 26,
2001. In the event WIFE fails to cooperate in the transfer of said vehicle from HUSBAND to WIFE
by Friday March 30, 2001, then WIFE forfeits her right to receive said vehicle as part of her equitable
distribution.
This transfer is in lieu of WIFE's receipt of a 1995 Saturn which was left in the possession
of the parties' daughter. WIFE hereby agrees to waive any claims that she may have arising from the
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transfer of the vehicle to the daughter and/or the value of said 1995 Saturn as it relatcs to thc parties'
daughter and to HUSBAND.
14. CASH PA YMENT.
HUSBAND hereby agrces to make two (2) cash payments to WIFE. The first cash payment
of One Thousand Fi ve Hundred Dollars ($1,500.00) on date of execution of Agreement. The second
cash payment of One Thousand Five Hundred Dollars ($1,500.00) is due 90 days thereafter. Each
cash payment shall be delivered to WIFE's counsel, Barbara Sumple-Sullivan, 549 Bridge Street,
New Cumberland, Pennsylvania 17070.
15. ALIMONY, SUPPORT. AND ALIMONY PENDENTE LITE.
HUSBAND agrees to pay to WIFE the sum of Three Hundred Dollars ($300.00) per month
as alimony beginning upon the entry of the divorce decree and continuing for 36 months thereafter.
Said amounts and duration of alimony shall not be modified upward or downward for any reason and
the parties release any rights they may have to seek modification with respect to the provisions of this
paragraph. However, alimony will be terminable at the death of either party, WIFE's remarriage
and/or cohabitation with H. George Lenhart or any other adult member of the opposite sex who is
not a blood relative. The payments outlined in this provisions shall be taxable income to WIFE and
tax deductible to HUSBAND. The alimony payments will be made through the Domestic Relations
Office. WIFE shall prepare the appropriate alimony order for filing. HUSBAND and WIFE agree
that in the event of HUSBAND's death prior to the expiration of HUSBAND's alimony obligation,
then any outstanding amount due under the terms of this Agreement at the time of HUSBAND's death
shall be paid by HUSBAND's estate.
16. A TIORNEY FEES. COURT COSTS.
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Each party hereby agrees to be solcly responsible for his or her own counsel fees, costs and
expenses. Neither shall seek any contribution thereto from the other cxcept as otherwise expressly
provided herein.
17. UNREIMBURSED MEDICAL EXPENSES
Pursuant to the Support Order dated March II, 1999, HUSBAND is responsible for 65% of
WIFE'S unreimbursed medical expenses after she reached the $250.00 deductible. WIFE has
presented HUSBAND with a total of $3,656.28 in medical bills for the calendar year 2000.. The
The parties agree that HUSBAND and WIFE shall resubmit all said bills which have not been
unreimbursed portion after the $250.00 deductible $3,406.28.
accepted or covered by insurance to date. In the event WIFE has difficulty in doing so, HUSBAND
will provide any and all information regarding the plan which is necessary. WIFE may contact the
plan at 1-800-410-7778 or www.mhpb.com upon approval, WIFE shall receive the insurance
coverage payment in full. HUSBAND shall then pay 65% of the unpaid or non-covered balance
within 90 days of notification of partial reimbursement or denial of reimbursement. The parties
further agree that in consideration of HUSBAND tendering to WIFE the sum of $ 138.51
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contemporaneously with the execution of this Agreement, HUSBAND shall have no further liability
whatsoever for medical expenses of WIFE incurred from January 1,2001 and thereafter. HUSBAND
may submit for reimbursement of any of WIFE's 2001 medical expenses and any reimbursement
monies received may be credited against any outstanding obligation he has for WIFE's noncovered
2000 medical expenses. In the event there is not further reimbursement or covered expenses for
WIFE in 2000, then HUSBAND's is obligated to reimburse WIFE 65% of $ 3,406.28 or $2.214.08
within sixty days of receipt of a final rejection of all of said expenses by the carrier in their entirety
Page 9 of 13
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20. MUTUAL COOPERATION.
WIFE and HUSBAND shall mutually cooperate with each other in order to carry through the
terms of this Agreement, including but not limited to, the signing of documents.
21. VOID CLAUSES.
If any term, condition, clause or provision of this Agreement shall be determined or declared
to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be
stricken from this Agreement, and in all other respects this Agreement shall be valid and continue in
full force, effect and operation.
22. APPLICABLE LAW.
This Agreement shall be construed under the laws of the Commonwealth of Pennsylvania.
23. ENTIRE AGREEMENT.
,
This Agreement contains the entire understanding of the parties, and there are no
representations, warranties, covenants or undertakings other than those expressly set forth herein.
24. CONTRACT INTERPRETATION.
For purposes of contract interpretation and for the purpose in resolving any ambiguity herein,
the parties agree that this Agreement was prepared jointly by the parties.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals of the day first
above written.
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DOROTHY A. MARTZ,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO: 18- !ilt'3 Q~"tjL
PAUL K. MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
YOU HAVE BEEN SUED IN COURT, if you wish to defend against the claims set forth
in the following pages, you must take prompt action. You are warned that if you fail to do so
the case may proceed without you and a decree of divorce or annulment may be entered against
you by the Court. A judgement may also be entered against you for any other claim or relief
requested in these papers by the Plaintiff. You may lose money or property or other rights
important to you, including custody and visitation of your children.
When the grounds for a divorce is indignities or irretrievable breakdown of the marriage,
you may request marriage counseling. A list of marriage counselors is available in the Domestic
Relations Office at the County Courthouse.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY,
LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED,
YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
TRATOR
CUMBERLAND COUNTY BAR ASSOCIATION
2 LIBERTY AVENUE
CARLISLE PA 17013
(717) 249 3166
7. Plaintiff has been adviscd that counseling is available and that Plaintiff has the
right to request that the court require the parties to participate in counseling.
COUNT I - DIVORCE
NO FAULT
8, The averments in paragraphs 1 through 7, inclusive, of Plaintiff's Complaint arc
incorporated herein by reference thereto.
9. The marriage is irretrievably broken and no possibility of reconciliation exists.
WHEREFORE. Plaintiff requests entry of a divorce decree in her favor in accordance
with ~ 3301 of the Pennsylvania Divorce Code.
COUNT 11
EOUlTABLE DISTRIBUTION
10. The averments in paragraphs 1 through 9 of Plaintiff's Complaint are incorporated
herein by reference thereto.
11. The Plaintiff requests the Court to equitably divide. distribute or assign the marital
property between the parties in such proportion as the Court deems just after consideration of
all relevant factors.
2
WHEREFORE, Plaintiff requests lhis Courl to equilably divide said property in
accordance with Seclion 401 (d) of lhe Pcnnsylvunia Divorce Code,
COUNT III
SUPPORT. ALIMONY PENDENTE LITE AND ALIMONY
12. The averments in paragraphs 1 through 11, inclusive, of Plainliff's Complaint arc
incorporated herein by reference lhereto.
13. Plainliff requires reasonable support 10 adequately sustain herself with lhe standard
of living established during the marriage,
WHEREFORE, Plainliff requesls an award of Support, Alimony and Alimony Pendente
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COUNT IV
ATTORNEY'S FEES AND COSTS
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14. The averments in paragraphs 1 through 13, inclusive, of Plainliff's Complain I are
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incorporated herein by reference therelo.
15. Plainliff is unable to suslain herself during the course of this litigation and has
employed Barbara Sumple-Sullivan, Esquire as counsel, but is unable to pay lhe necessary and
reasonable allomey's fees for said counsel, and the necessary and reasonable costs and expenses,
WHEREFORE, Plaintiff requesls an award of counsel's fees and expenses.
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WHEREFORE, Plaintiff. DOROTHY A. MARTZ, prays this Honorable Court 10 cnler ",
judgment:
A.
A warding Plaintiff a decree in divorce;
B.
Awarding Plaintiff support, alimony and alimony pendente lite;
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C, Awarding Plaintiff counsel fees, cosls and expenses;
,
0, Equitably distributing the marital property; and
E.
A warding other relief as the Court deems j, .
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D."., po/9/
Bar ra Sumple-Sullivan. Esquire
Attorney for Plaintiff
549 Bridge Street
New Cumberland, PA 17070-1931
(717) 774-1445
Supreme Court I.D, No. 32317
Attorney for Plaintiff
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DOROTHY A. MARTZ.
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
v,
NO:
PAUL K. MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
VERIFICATION
I, DOROTHY A. MARTZ, hereby certify that the facts set forth in the foregoing
COMPLAINT IN DIVORCE are trua and correct to the best of my knowledge. information
and belief. I understand that any false statements made herein are subject to
penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities.
Dated: ~/2.2 /1.,(
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DOROTHY . MARTZ '
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DOROTHY A, MARTZ.
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
v,
NO: '18. S'I t)4 ~..:.( 7i..._
CIVIL ACTION - LAW
IN DIVORCE
PAUL K, MARTZ,
Defendant
.
AFFIDAVIT REGARDING COUNSELING
1. I have been advised of the availability of marriage counseling and understand that I may
request that the Court require that my spouse and 1 participate in counseling.
2. 1 understand that the Court maintains a list of marriage counselors in the Domestic
Relations Office. which list is available to me upon request.
3. Being so advised, I do not require that the Court require that my spouse and 1 participate
in counseling prior to a divorce decree being handed down by the Court.
I understand that false statements herein are made subject to the penalties of 18 Pa. C.S,A
Section 4904 relating to unsworn falsification to authorities.
Dated: ~I::? ') /9,P
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DOROTHY A. MARTZ,
IN THE COURT OF COMMON PLEAS
CUMBERLAND CO., PENNSYLVANIA
NO. 98.545
Plaintiff
PAULK. MARTZ,
CIVIL ACTION . LAW
IN DIVORCE
Defendant
AFFIDAVIT OF CONSENT
1. A Complaint in divorce under section 3301(c) of the Divorce Code was filed on
January 30, 1998.
2. The marriage of Plain tilT and Defendant is irretrievably broken and ninety (90)
days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of
intention to request entry of the decree.
I verify that the statements made in this affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. 9 4904 relating to
unsworn falsification to authorities.
Date:
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DORa Y A. MART
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Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND CO., PENNSYLVANIA
NO. 98-545
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DOROTHY A. MARTZ,
PAUL K. MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
AFFIDAVIT OF CONSENT
.-
1.
A Complaint in divorce under section 3301(c) of the Divorce Code was filed on
,
January 30,1998.
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2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90)
days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of
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intention to request entry of the decree.
I verifY that the statements made in this affidavit are true and correct. I understand that
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false statements herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to
unsworn falsification to authorities.
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DOROTHY A. MARTZ,
IN THE COURT OF COMMON PLEAS
CUMBERLAND CO., PENNSYLVANIA
NO. 98.545
Plaintiff
PAUL K. MARTZ,
CIVIL ACTION . LAW
IN DIVORCE
Defendant
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER
~ 3301(c) OF THE DIVORCE CODE
1. 1 consent to the entry ofa final Decree of Divorce without notice.
2. I understand that 1 may lose rights concerning alimony, division of property, lawyer's
fees or expenses in 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 verif'y 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. ~ 4904 relating to
unsworn falsification to authorities.
Date: .4!;/fCj!- c1f.}ftJ /
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MARITAL SETTLEMENT AGREEMENT
TI-llS AGREEMENT, made this~ day of #1tl'~ ,2001, by and bctwecn
PAUL K. MARTZ of Lcmoyne, Pennsylvania, (hereinaftcr "HUSBAND or WIFE") and
DOROTHY A. MARTZ of Lcmoyne, Pennsylvania, (hereinafter "HUSBAND or WIFE");
WIT N E SSE T H:
WHEREAS, the parties hereto were manied on April 15, 1972, in Hanisburg, Pennsylvania;
and
WHEREAS, the partics have been separated since March 2,1997; and
WHEREAS, thc parties have no minor children born of this maniage; and
WHEREAS, difficulties have arisen between thc parties and it is therefore their intention
to live separate and apart for thc rest of their lives and the parties are desirous of settling complctely
the economic and other rights and obligations betwecn each other, including, but not limited to: the
equitable distribution of the marital property; past, present and future support; alimony, alimony
pendente lite; and, in general, any and all other claims and possiblc claims by one against the other
or against their respective estates; and
NOW THEREFORE, in consideration of the covenants and promises hereinafter to be kept
and performed by each party and intending to be legally bound hereby, the partics do hereby agree
as follows:
1. ADVICE OF COUNSEL.
The provisions of this Agreemcnt and their legal effect have been fully explained to the
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parties by their respective counsel. WIFE is represcnted by Barbara Sumple-SuIlivan, Esquire.
HUSBAND is represcnted by Debra Denison Cantor, Esquire.
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Thc parties further dcclurc that euch is executing the Agrccll1cnt frccly III1lI vohll1tllrlly hllvlng
either obtained sufficicnt knowledge and disclosure of their rcspcctivc Icglll rights III1lI ohllglltlons,
or if counsel has not becn consulted, exprcssly wlliving thc righllo ohtnln snch knowlcdgc. Thc
parties each acknowledge thut this Agrccment is fuir IInd cljuitllhlc IInd is nol thc rcsult of IIny fl'llud,
coercion, duress, undue influence or collusion.
2. DIVORCE ACTION.
The parties acknowledge that their marriagc is hrctrievllhly hrukcnllnd tllllt thcy shllll sccure
a mutuu1 consent no fault divorce pursuant to ~ 3301(c) of the Divorce Codc. The pllrtics IIgrcc to
execute Affidavits of Consent for divorce and Wuivers of Noticc of Intcnlion to RCljucst Entry of
a Divorce Decree concurrently with the exccution of this Agrccll1cnt.
This Agreemcnt shall remain in full force und effcct IIftcr such time liS II finlll decree in
divorce may be entered with respcct to the parties. The purties IIgrec thllt the terms of this Agrcement
shall be incorporated into any Divorce Decree which may bc entered with rcspcct to thcm und
specifically referenccd in the Divorce Decree. This Agreement shllll not mergc wilh thc divorce
decree, but shall continue to have indcpcndent contractual significllncc.
3. DATE OF EXECUTION.
The "date of execution" and "exccution dutc" of this Agrccmcnt shllll hc dcfincd liS thc dllte
upon which it is cxccuted by the parties if thcy hnvc ellch cxcculcd thc Agrccmcnt on the same date.
Otherwise, the "date of execution" or "exccution dlltc" of Ihis Agrccmcnt shnll hc dcfined as the dute
of execution by the party last exccllting this Agrccmcnt.
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4. MUTUAL RELEASES.
Each party absolutely and unconditionally release the other and the estate of the other from
any and all rights and obligations which eithcr may have for past, present, or future obligations,
arising out of the marital relationship or otherwise, including all rights and benefits under the
Pcnnsylvania Divorce Code of 1980, and amendments except as describcd hercin.
Each party absolutely and unconditionally releases the other and his or her heirs, executors,
and cstate from any claims arising by virtue of the marital relationship of the parties. The above
relcase shall be effective whether such claims arise by way of widow's or widower's rights, family
exemption, or under the intestate laws, or the right to take against the spouse's will, or the right to
treat a lifetime conveyance by the other as testamentary or all other rights of a surviving spouse to
participate in a deceased spousc's estate, whethcr arising under the laws of Pennsylvania, any state,
Commonwealth, or territory of the United States, or any other country.
Except for any cause of action for divorce which either party may have or claim to have, each
party gives to the other by thc execution of this Agreement an absolute and unconditional releasc
from all claims whatsoever, in law or in equity which either party now has against the other.
5. FINANCIAL AND PROCEDURAL DISCLOSURE.
The parties confirm that each has relied on the accuracy of the financial disclosure of the
other as an induccment to the execution of this Agrcemenl. Each party understands that he/she had
the right to obtain from the other party a complete inventory or list of all property that either or both
parties owned at the time of separation or currently and that each party had the right to have all such
property valued by means of appraisals or otherwise. Both partics understand that they have right
to have a court hold hearings and make decisions on the matters covcred by this Agrcemenl. Both
Page 3 of 13
partics hereby acknow1cdge that this Agrcel11cnt is filiI' und Cll"iIUhlc, IIIl1llhullhc Icnlls udClIlllllcly
provide for his or hcr interests, and thut this Agrccl11cnl Is nol II rcsllllof fruUlI, dllrcss 01' IIndllc
influencc exercised by cithcr parly upon the olhcr ur hy uny pcrsollor pCl'sons IIplln clthcr pllrty.
6. SEPARA TION/NON-INTE1~ FER IlNCI !,
WIFE and HUSBAND l11ay und shall, ul1111 lil11cs hcrcul'tcr, livc SCplll'lltc IInd 111'111'1. Thcy
shall be free from any interferencc, dircct 01' indircct, hy lhc olhcr ill 1111 rcspccts us fully us if thcy
were unmarried. Each may, for his or hcr scplll'lllC usc 01' hcncfit, conduct, curry ollllnd cnguge in
any business, occupation, profession or cl11ployl11cnt which to him 01' hcr I11I1Y scel11l1dVisllble. WIFE
and HUSBAND shall not harass, disturb, 01' l11ulign cuch olhcr nr thc rcspcctive fUl11ilies of cach
other.
7. REAL PROPERTY.
The parties wcre the joint owners of rcal property locutcd ut 310 Woodlllnd Avcnue, New
Cumberland, Pennsylvania. Said propcrty WIIS sold in Octubcr of 11)1)7. Thc procecds fromthc sale
of the marital home havc bccn divided by the plll1ics with cllch recciving Eightcen Thousand, Six
Hundrcd and Forty Seven Dollars and 29/100 ($18,647.21)) from thc sale.
8. DEBTS.
The partics indicate thatthcre is no joint dcbt to bc resolvcd under this Agrccment.
If a party has acquircd dcbt, the partics agrce that cach shall assume full and complcte responsibility
for his or hcr own dcbts.
HUSBAND represents und wamlllts to WIFE that sincc thc separation he has not, and in the
futurc he will not, contrllctor incur any dehl or liability for which WIFE or her estate might be
Page .1 of 13
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rcsponsiblc, und he shull indemnify und savc WIFE hurmlcss from any and all claims or dcmands
madc against her by reason of such debts or obligations incurrcd by him since the dute of suid
separation, except as otherwise sct forth herein.
WIFE represents and warrants to HUSBAND that sincc thc separation she has not, and in the
future she will not, contract or incur any dcbt or liability for which HUSBAND or his estate might
be responsible, and he shall indemnify and savc HUSBAND harmless from any and all claims or
demands made against him by reason of such debts or obligations incurred by her since the date of
said separation, except as othcrwise set forth herein.
9. INVESTMENTS
The parties were owners of jointly held marital savings bonds which were cashcd in by WIFE
on March 11, 1997 and deposited into the marital account for the paymcnt of joint dcbts.
HUSBAND hereby waives any right, titlc and interest he may have in said bonds or the proceeds.
Any and all marital bonds in HUSBAND'S possession shall become his property and WIFE waives
any right, title and intercst to said bonds and the interest earned thereon.
10. RETIREMENT BENEFITS.
HUSBAND is the owner of a pension through his employment with the Federal Government.
HUSBAND's CSRS Pension has an estimated marital value of Forty Seven Thousand, Two
Hundred and Fourteen Dollars and 71/100 ($47,214.71). WIFE shall be entitled to fifty percent
(50%) of the marital portion of this pension and shall bc entitled to survivor benefits in the amount
of this marital portion, alone. HUSBAND must elect a retirement option which provides for this
survivor benefit. WIFE shall be entitled to all costs of living increascs or interest applicable to her
marital share. HUSBAND agrees to draft a Qualified Domestic Relations Order at his expense for
Page 5 of 13
submission to the employer and the Court upon approval by WIFE's counsel. It is the intention of
both partics to draft and secure a Qualificd Domcstic Relations Order within 90 days of thc date of
execution of this Agrecment. HUSBAND agrccs to givc WIFE's counsel 60 days notice of his
intention to marry until such time as the Qualified Domestic Relations Ordcr is entcred by the Court.
WIFE is thc owner of two (2) retiremcnt funds from her employment with thc Federal
Government. The gross proceeds of those funds was Thrce Thousand, Four Hundred and Two
Dollars and 30/100 ($3,402.30) at the time of separation. WIFE cashed in those benefits, and
HUSBAND hereby waives his right, title and interest that he may have had to those benefits.
The parties waive any and all other rctirement benefits obtained by the parties post
separation. The individual who holds said benefits shall own the property solely and indiVidually.
Each party waives their right to title and interest to the other party's benefit.
II. BANK ACCOUNTS.
WIFE is the owncr of a checking account held at Harris Savings Bank. HUSBAND is the
owner of a checking account at Harris Savings Bank. The parties were joint owners of checking
accounts held at Harris Savings. All said accounts have been divided by agreement of the parties.
Each party waives any right, title and interest that he or she may have in any account, held
individually by either party, at the time of the execution of this Agreement.
12. PERSONAL PROPERTY.
The parties hereto mutually agree that they have divided all furniture, household furnishings
and personal property between them in a manner agreeable to both parties. The parties mutually
agree that each party shall from and after the date of this Agreement be the sole and separate owner
of all tangible personal property in his or her possession. Notwithstanding the abovc, within tcn (10)
Page 6 of 13
days of the execution of this Agreement, HUSBAND shnllllelivcr tu WIrE'S fricnll's home n
headboard, bcdframe, two night stanlls, tri mirrored llrcsser, chest of llrnwcrs, nnllall appropriate
hardware for said furniture and a white Cannondale bicyclc and a blue metal cart. HUSBAND
agrees to deliver or have said items delivercd to 945B Boslcr Avcnue and use duc care and caution.
Said items shall be delivercd in its currcnt condition. WIFE shall not be prcscnt at said home at the
time of delivery, said time to be arranged through counsel.
13. VEfllCLES.
HUSBAND was the owncr of a 1986 Voyager with an approximate Blue Book Value ofThrce
Thousand and Twenty Dollars ($3,020.00). WIFE hereby waives any right, title and interest that she
may have in said vehicle. HUSBAND is also the owner of a 1992 Saturn which WIFE has been
utilizing. HUSBAND agrees to transfcr the title of said vehicle to WIFE concurrently with the
execution of this Agreement and shall waive any right, title and intcrcst in said vehicle. HUSBAND
confirms there is no outstanding debt against this vehiclc. HUSBAND shall select a auto dealership
or tag and title office to complete thc transfer of ownership of this vehicle on March 26, 2001 and
execute any documents necessary to effectuate the transfer of this vehicle to WIFE. WIFE shall go
to said business entity to sign any necessary documentation to complete said transfer on March 26,
2001. In the event WIFE fails to cooperate in the transfer of said vehicle from HUSBAND to WIFE
by Friday March 30, 2001, then WIFE forfeits her right to receive said vchicle as part of her equitable
distribution.
This transfer is in lieu of WIFE's receipt of a 1995 Saturn which was left in the possession
of the parties' daughter. WIFE hereby agrees to wai ve any claims that shc may have arising from the
Page 7 of 13
Irnnsfer of the vehicle tn the dUllghtcr und/Ilr the vuIlIc of suid 11)95 Sutllrn ns il relutes tlllhe P1ll1ics'
duughter und to HUSBAND.
14. CASH PA YMENT.
HUSBAND hercby ugrces to muke two (2) cush paymcnts to WIPE. The first cash puyment
of One Thousand Five Hundred Dollars ($1,500.00) on date of execution of Agreemcnt. The second
cash paymcnt of One Thousand Five Hundred Dollars ($1,500.00) is due 90 days thereafter. Each
cash payment shall be delivered to WIFE's counsel, Barbara Sumple-Sullivan, 549 Bridgc Street,
New Cumberland, Pennsylvania 17070.
15. ALIMONY. SUPPORT. AND ALIMONY PENDENTE LITE.
HUSBAND agrees 10 pay to WIFE the sum of Three Hundred Dollars ($300.00) per month
as alimony beginning upon the entry of the divorce decree and continuing for 36 months thercaftcr.
Said amounts and duration of alimony shall not be modified upward or downward for any reason and
the parties release any rights they may have to seek modification with respect to the provisions of this
paragraph. However, alimony will be terminable at the death of either party, WIFE's remarriage
and/or cohabitation with H. George Lenhart or any other adult member of the opposite sex who is
not a blood relative. The payments outlined in this provisions shall be taxable income to WIFE and
tax deductible to HUSBAND. The alimony payments will be made through the Domestic Relations
Office. WIFE shall prep arc the appropriate alimony order for filing. HUSBAND and WIFE agree
that in the event of HUSBAND's death prior to the expiration of HUSBAND's alimony obligation,
then any outstanding amount due undcr thc terms of this Agreement at the time of HUSBAND's death
shall be paid by HUSBAND's estate.
16. ATTORNEY FEES. COURT COSTS.
Page 8 of 13
Each party hercby ugrccs to be solcly responsible for his or her own counsel fees, costs und
expcnses. Neither shull seck any contribution thereto from the other cxcept as otherwisc expressly
provided hcrein.
17. UNREIMBURSED MEDICAL EXPENSES
Pursuant to thc Support Order datcd March 11, 1999, HUSBAND is responsible for 65% of
WIFE'S unreimbursed medical cxpcnses after she reached the $250.00 deductible. WIFE has
presented HUSBAND with a total of $3,656.28 in mcdicul bills for the calendar year 2000.. The
unreimbursed portion after the $250.00 deductible $3,406.28.
The parties agrce that HUSBAND und WIFE shull resubmit all said bills which have not been
accepted or covercd by insurancc to datc. In the event WIFE hus difficulty in doing so, HUSBAND
will provide any and all information regarding the plan which is necessury. WIFE may contact the
plan at 1-800-410-7778 or www.mhpb.com upon approval, WIFE shall rcceive thc insurance
coveragc payment in full. HUSBAND shall then pay 65% of the unpaid or non-covered balance
within 90 days of notification of partial rcimbursement or denial of rcimbursement. The parties
further agree that in consideration of HUSBAND tendering to WIFE the sum of $ 138.51
contemporaneously with the execution of this Agreement, HUSBAND shall have no further liability
whatsocver for medical expenses of WIFE incurred from J anuury I, 2001 and thereafter. HUSBAND
may submit for reimbursement of any of WIFE's 2001 mcdical cxpenses and any reimbursement
monies reccived may be crcdited against any outstanding obligation he has for WIFE's noncovered
2000 medical expenses. In the cvent there is not further reimbursemcnt or covercd expenses for
WIFE in 2000, thcn HUSBAND's is obliguted to reimburse WIFE 65% of $ 3,406.28 or $2,214.08
within sixty days of receipt of u final rejection of all of said expcnses by thc carrier in thcir entirety
Page 9 of 13
20. MUTUAL COOPERATION.
WIFE and HUSBAND shall mutually cooperate with each other in order to carry through the
terms of this Agreement, including but not limited to, the signing of documents.
21. VOID CLAUSES.
If any term, condition, clause or provision of this Agrcemcnt shall bc determincd or declared
to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be
stricken from this Agreement, and in all other respccts this Agreemcnt shall be valid and continue in
full force, effcct and operation.
22. APPLICABLE LAW.
This Agreement shall be construed under the laws of the Commonwealth of Pennsyl vania.
23. ENTIRE AGREEMENT.
This Agrecment contains the cntire understanding of the parties, and there are no
representations, warrantics, covenants or undertakings other than those exprcss1y set forth herein.
24. CONTRACT INTERPRETATION.
For purposes of contract interpretation and for the purpose in resolving any ambiguity herein,
the parties agree that this Agreement was prepared jointly by the parties.
IN WITNESS WHEREOF, the partics hereto have set their hands and scals of the day first
above written.
Page 11 of 13
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REAGER & ADLER, P.C.
ATTORNEYS AT LAW
2331 MARKET STREET
CAMP Hill, PA 17011-4642
(717) 763-1383
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DOROTHY A. MARTZ,
Pluintiff,
: IN TI-IE COURT or COMMON PLEAS
CUMBERLAND COUNTY. PENNSYLVANIA
v.
NO.: 98-545
Defendunt
CIVIL ACTION - LAW
IN DIVORCE
PAUL K. MARTZ,
MOTION FOI{ A....OINTMENT OF MASTER
(Pursuant to R.C.P. 1920.74)
Defendant moves the court to appoint a Master with respect to the following cluims:
( X ) Divorce ( X ) Distribution of Property
( ) Annulment ( ) Support
( X ) Alimony ( X ) Counsel Fees
( X ) Alimony Pendente Lite ( X ) Costs und Expenses
and in support of the motion states:
(l) Discovery is complete as to the c1aim(s) for which the appointment of a Master is requested.
(2) Plaintiff. Dorothy A. Martz. has uppeared in the action by her ullorney, Barbara Sumple-Sullivan,
Esquire, 549 Bridge Street, New Cumberland, Pennsylvllnia, 17070.
(3) The statutory ground(s) for divorce are 3301(c).
(4) Delete the inapplicable paragraphs(s):
(a) The HctioR is Rst cBRtested.
(b) An Agreement has been reached with respect to the following claims:
An Alimony Pendente Lite order was entered on March 11, 1999.
(c) The action is contested with respeclto the following claims:
Alimony, Equitable Distrihution, and Counsel fees and costs.
(5) The action does not involve complex issues of law or fact.
(6) The hearing is expected to take Iday.
(7) Additional information, if any. relevant to the motion: None.
Date: September 9. 1999
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CERTIFICA TE OF SERVICE
AND NOW, this 16th day of Fehrunry, 1999, I hereby verify that I have cnused a true and
correct copy of the foregoing document, DEFENDANT'S PETITION TO RAISE CLAIM UNDER THE
DIVORCE CODE PURSUANT TO Pa. R.C.P. 1920.15(b),to be placed in the U.S. mail, first class,
postage prepaid and addressed as follows:
BARBARA SUMI'LE-SULLlV AN, ESQUIRE
549 BRIDGE STREET
NEW CUMllERLAND, l'A 17070-1931
REAGER & ALDER, P.C.
By:
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COMPUTER SUPPORT. INC"
IN TIlE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
PluintilT.
v.
No. 98-545 Civil
EXEL LOGISTICS, INC.. W, ROBERT
TYRRELL, DALE R. SWARTZ, and
COLLEEN R. STOUGH,
Civil Action
Dcfcndants.
COMMITMENT OF QUALIFIED PERSON
PURSUANT TO PROTECTIVE ORDER
I hereby affirm that: (I) I have received and read a copy of the Stipulation and Order
Providing For Confidential Treatment of Documents, Testimony and Information dated
December 15, 1998, entered hcrcin by the Court; (2) 1 understand the terms thereof and agree to
be bound thereby; and (3) 1 am aware that a violation of such Order may result in a finding of
contempt of Court.
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Exel Logistics, Inc.
Date:
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CERTIFICATE OF SERVICE
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I hereby certify that the foregoing Commitments of Qualificd Person Pursuant to Protcctive
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Allen C. Warshaw, Esq.
Jennifer L. Murphey, Esq.
DUANE, MORRIS & HECKSCUER LLP
305 North Front Street, 51h Floor
P.O. Box 1003
Harrisburg, Pennsylvania 17108-1003
Order, one each for W. Robert Tyrrell and Dale R. Swartz, have becn scrvcd by regular U.S. mail,
postage prepaid this 16th day of August, 1999, upon the following:
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Attorneys for Plaintiff Computer Support, Inc.
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DOROTIIY A. MART7.,
Plaintiff
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IN '1'111: COURT 01' COMMON PI.I:AS
Cl1MIII:RI.AND COUNTY, PI:NNSYI.YANIA
DOMI:STIC RI:I.ATIONS SJ:CTION
CIVil, AC'I'ION - I.A W
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PAUl. K. MART7.,
Defendant
NO. UH - 545 CIVIl. TI:RM
ORDER OF COURT
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AND NOW, this 11th day of March, 1999, based upon the Court's detcrmination that
Petitioner's monthly net income/earning capacity is $N/A per month and Respondent's monthly net
income/earning capacity is $N/ A per month, it is hereby Ordered that the Respondent pay to the
Domestic Relations Section, Court of Common Pleas, $410,00 a month payable biweekly; $177.17 as
current alimony pendente lite and $11.51 towards arrears, The effective date of this order is 2-10-99,
Arrears set at $684.23 as of3-11-99. First payment due with defendant's next pay and to continue
until wage attachment is eflective,
,
OTHER CONDITIONS:
The APL shall be reduced to $328,00 per month effective 4-1-99 pursuant to the parties'
agreement of March 10, 1999, paragraph two,
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Wife will pay the first $250.00 in unreimbursed medical/dental expenses pursuant to the
parties' agreement of March 10, 1999, paragraph three.
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Collection fee of$26,OO shall be paid to the Domestic Realtions Section within ten days upon
receipt of this Order.
Unreimbursed medical expenses arc to be paid 65% by defendant and 35% by plaintiff.
Defendant to provide medical insurance coverage. Within thirty (30) days after the entry of this order,
the Defendant shall submit to the Plaintiff written proof that medical insurance coverage has been
obtained or that application for coverage has been made. Proof of coverage shall consist, at minimum,
of: 1) the name of the health care coverage provider(s); 2) any applicable identification numbers; 3)
any cards evidencing coverage; 4) the address to which claims should be made; 5) a description of any
restrictions on usage, such as prior approval for hospital admissions, and the manner of obtaining
approval; 6) a copy of the benefit booklet or coverage contract; 7) a description of all deductibles and
co-payments; 8) five copies of any claim forms,
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D:\WPOOCS\DOMESTICllncomeExp & Invenlorylmartz,l&e,wpd
Seplember q. 1999
Other Income:
WEEK
Interest
Dividends
Pension
Annuity
Social Security
Rents
Royalties
Expense Account
Gifts
Unemployment Compo
Worker's Compo
Child Support $
Total 1 Q.,QQ 1
TOTAL NET 1
MONTHLY INCOME
MONTH
YEAR
Q.,QQ 1
1.722,92
EXPENSES WEEK MONTH YEAR
Home
Mortgage/rent i 718.00
Maintenance i 100.00
Utilities
Electric i 50.00
Gas i 30.00
2
Q.,QQ
O:IWPOOCSIOOMESTICllncomeExp & Invenlorylmartz,l&e,wpd
September 8.. 1999
EXPENSES WEEK MONTH YEAR
Oil ! 0.00
Telephone ! 30.00
Water ! 30.00
Sewer ! 10.00
Employment
Public ! 0.00
Transportation
Lunch ! 20.00
Taxes
Real Estate ! 0.00
Personal ! 0.00
Property
Income ! 0.00
Insurance
Homeowners ! 100.00
Automobile ! 57.00
Life ! 10.00
Accident ! 0.00
Health ! 140.00
Other ! 0.00
Automobile
Payments ! 127.00
Fuel ! 40.00
Repairs ! 40.00
Medical
Doctor ! 30.00
3
D:IWPUOCSIOOMESTICIII1C0I110e,p & lI1yol1lorylmnrtz.l&o,wpd
S.~I.mb.r 8, 1999
EXPENSES WEEK MONTH YEAR
Dentist ! 10.00
Orthodontist ! 0.00
Hospital ! 0.00
Medicine ! 6.00
Special Needs
(glasses, ! 10.00
braces,
orthopedic
devices)
Education
Private School ! 0.00
Parochial ! 0.00
School
College ! 0.00
Religious ! 0.00
Personal
Clothing ! 10.00
Food ! 200.00
Barber/hairdresse ! 0.00
r
Credit Payments
Credit card ! 60.00
Charge Account ! 0.00
Memberships ! 0.00
Loans ! 0.00
Credit Union ! 0.00
Miscellaneous
4
O:IWPOOCSIOOMESTICllncomeExp & Invenlorylmartz.l&e.wpd
Se~lember 8,. 1999
EXPENSES WEEK MONTH YEAR
Household help i 0.00
Child care i 0.00
Papers/books i 5.00
/magazines
Entertainment i 0.00
Pay TV i 26.00
Vacation i 0.00
Gifts i 0.00
Legal fees i 30.00
Charitable i 5.00
contributions
Other child support i 0.00
Alimony payments i 400.00
Other i 0.00
Total Expenses 1 MQ 1 2294.00 1 Q...Q.Q
INSURANCE
Company
Policy No.
H
Coverage.
W C
Hospital
Blue Cross
Other
Medical
Blue Shield
Other
Health/Accident
Disability Income
Dental
Other
Mail Handlers
452
X
5
S:\WPOOCSIOOMESTlCllncomoExp & Invonlorylmorlz.lnv,wpd
August 5, 1999
DOROTHY A. MARTZ,
Pluintiff.
: IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
v.
NO.: 98-545
PAUL K. MARTZ,
CIVIL ACTION - LAW
IN DIVORCE
Defendunt
INVENTORY
OF
PAUL K. MAHTZ
,
Defendunt files the following inventory of ull property owned or possessed by either party at
J
the time this uction wus commenced und ull property transfelTed within the preceding three yeurs.
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Defendunt verifies thut the stutements in this inventory ure true and correct. Defendunt
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understunds thut fulse stutements herein ure mude subject to the penalties of 18 Pu.C.S. ~ 4904
relating to unsworn fulsificution to authorities.
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O:IWPOOCSIOOMESTICllncomeExp & Invonlorylmartz.lnv.wpd
September 8, 1999
ASSETS OF PARTIES
Defendant marks on the list below thosc items applicable to the cnsc nt bnr and itcmizc thc asscts
on thc following pagcs.
( ) I.
(X) 2.
(X) 3.
( ) 4.
(X) 5.
(X) 6.
( )7.
( ) 8.
( ) 9.
( ) 10.
( ) II.
( ) 12.
( ) 13.
( ) 14.
( ) IS.
( ) 16.
( ) 17.
(X) 18.
(X) 19.
( ) 20.
( ) 21.
( ) 22.
( ) 23.
( ) 24.
(X ) 25.
( ) 26.
Rcal propcrty
Motor vchicles
Stocks, bonds, securities and options
Ccrtificatcs of deposit
Chccking aecounts, cash
Savings accounts, money market and savings certificatcs
Contents of safe dcposit boxes
Trusts
Life insuranee policies (indieate facc valuc, cash surrcndcr value and currcnt
bencficiarics)
Annuitics
Gifts
Inheritances
Patcnts, eopyrights, invcntions, royaltics
Personal property outside the home
Business (list all owners, ineluding percentage of ownership, and officer/direetor
positions held by a party with company)
Employment termination bcnefits-sevcrancc pay, workcr's compcnsation claim/award
Profit sharing plans
Pension plans (indicatc cmployce contribution and datc plan vcsts)
Retircmcnt plans, Individual Rctircmcnt Accounts
Disability payments
Litigation claims (maturcd and unmaturcd)
MilitarylV A bencfits
Education benefits
Debts duc, including loans, mortgages held
Houschold furnishings and pcrsonalty (includc as a total catcgory and attaeh itemized
list if distribution of such assets is in dispute)
Other
2
LA\\' OI'I'IGIlS
BARBARA SUMPLE-SULLIVAN
n41J UIlIllOlI STlmllT
NIlW aU~l1Ilml.ANI), I'IlNNSYI.vAN1A 17070-1001
1'1I0NB (717) 77....I.'4n
l' A.'C (717) 77"-70no
October I, 1999
E. Robert Elicker, II, Esquire
Divorce Master
9 North Hanover Street
Carlisle, PA 17013
He: Martz v. Martz
No. 98-545 I Cumberland County
Dear Divorce Master Elicker:
Pursuant to your request dated September 17, 1999, enclosed please find Plaintiff's
certification concerning discovery.
Barbara Sumple-Sullivan
BSS/ld
Enclosure
cc: Debra Denison Cantor, Esquire (w/enclosure)
Dorothy A. Maltz (w/enclosure)
.
DOROTHY A. MARTZ,
Plaintiff
vs.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 98 - 545 CIVIL
PAUL K. MARTZ,
Defendant
IN DIVORCE
TO:
Barbara Sumple-Sullivan
Debra Denison Cantor
Attorney for Plaintiff
Attorney for Defendant
DATE: Friday, September 17, 1999
CERTIFICATION
I certify that discovery is complete as to the claims for
which the Master has been appointed.
OR IF DISCOVERY IS NOT COMPLETE:
(a) Outline what information is required that is not complete
in order to prepare the case for trial and indicate
whether there are any outstanding interrogatories or
discovery motions.
I~^ w OI'I'IOHS
BARBARA S UMPLE-SULLIV AN
n41l 1lI11ll111l STIlIIIIT
NilII' GU~lIlmll.ANn, I'BNNSYI.vANIA 17070-11101
I'IIUNB (717) 77....I.Hri
PA..'"< (717) 77.l.70nn
Novcmbcr 5, 1999
E. Robert Elicker, II, Esquire
Divorce Master
9 North Hanover Street
Carlisle, PA 17013
Re: Martz v. Martz
No. 98-5451 Cumbcrland COUllty
Dear Divorce Master Elicker:
Pursuant to your letter dated October 18, 1999, enclosed please find Plaintiffs original Pre-
Trial Statement in accordanee with P.R.C.P, I920.33(b),
Barbara Sumple-SuIlivan
BSS/ld
Enclosure
ce: Debra Denison Cantor, Esquire (w/enclosure)
Dorothy A. Martz (w/enclosure)
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DOROTHY A. MARTZ,
PJaintiITIPctitioncr
IN THE COURT OF COMMON I'U:AS OF
CUMBERLAND COUNTY, PENNSYLVANIA
"
VS.
CIVIL ACTION - DIVORCE
PAUL K. MARTZ,
DcfcndanllRcspondcnt
NO. 98 - 545 CIVIL TERM
IN DIVORCE
DRII 28,JJ8
PllCSCS# 163tll1l736
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ORDER OF COURT
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AND NOW, this lJillL day of Fcbnmry, 1999, . upon considcration of the attachcd Pctitiou for
Alimony Pcndcntc Litc and/or counscl fccs, it is hcrcby dircctcd that thc partics nnd thcir rcspcctivc
counscl appCllr bcforc R,J, Shlldday on Mnrch 10. 1999 at 9:0ttAM for a confcrcncc, at 13 N. Hano\'cr
SI., Carli sic. PA t71113. ancr which thc confcrcncc officcr mal' rccommcnd that an Ordcr for Alimony
Pcndcntc Litc bc cntcrcd.
YOU arc fnrthcr ordcrcd to bring to Ihc confcrcncc:
,
(I) a tlllC copy ofl'our most rcccnt Fcdcrnllncomc Tax Rcturn. including W.2's as filcd
(2) yonr pal' stubs for thc prcccding six (6) months
(3) thc Incomc and Expcnsc Statcmcnt attachcd to this ordcr, complctcd as rcquircd by Rnlc
191O.lli'
(4) vcrification of child carc cxpcnscs
(5) proof ofmcdical covcragc which yon may havc. or may havc availablc to you
J
IF you r.1i1 to appcar for thc confcrcncc or bring thc rcqnircd documcnts. thc Court may issnc a
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Wl1rnmt for your arrest.
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cc: ~~~~~~:~c:n~'- -' ' -;:}- rn c.:&..~
Barbara Sumplc-Sullivan. Esq. (\\(Aiu:
Dcbra Dcnison Cantor. Esq, :::l\<.? \qq
Datc ofOrdcr: Fcblllary tHo 1999
BY THE COURT.
Gcorgc E. HolTcr. Prcsidcm Jndgc
,
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R. J. hadday. Confcrcncc Officcr 0
YOU HAVE THE RIGHT TO A LAWYER, WHO MAY ATTEND THE CONFERENCE AND
REPRESENT YOU. 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 MAY GET
LEGAL HELP.
,
,
I
CUMBERLAND COUNTY BAR ASSOCIATION
2 LIBERTY AVE,
CARLISLE. PENNSYLVANIA 17013
(717) 249-3166
",
AMEHICANS WITH DISABILITIES ACT OF 1990
The Court of Common Pleas of Cumberland County is required by law to comply with the
Americans with Disabilities Act of 1990. For information about accessible facilities and reasonable
accommodations available to disabled individuals having business before the court, please contact our
office. All arrangements must be made at least 72 hours prior to any hearing or business before the
court, You must attend the scheduled conference or hearing.
$22,500 gross per year.
7. That the Petitioner is not receiving public assistance.
8. That the amount asked by the Petitioner for Alimony Pendente Lite is maximum
allowable by law.
WHEREFORE, Petitioner prays that the Court enter an Order of Alimony Pendente Lite
against the Respondent, as well as require Respondent to provide medical support for the Petitioner.
DATE: February 8, 1999
Barbara Sumple-Sullivan, Esquire
549 Bridge Street
New Cumberland, PA 17070-1931
(717) 774-1445
Supreme Court I.D. 323 I 7
Attorney for Plaintiff
2
",
DOROTHY A. MARTZ,
Plaintiff
: IN THE COURT or COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO: 98-545
..
v.
PAUL K. MARTZ,
Defendant
~'
,
: CIVIL ACTION - LAW
: IN DIVORCE
CEHTIFICA TE OF SEHVICE
I, Barbara Sumple-Sullivan, Esquire, hereby certifY that on this date, 1 served a true and
correct copy of the PETITION FOR ALIMONY PENDENTE LITE, in the above-captioned
,
matter upon the following individual, by United States first-class mail, postage prepaid, addressed as
follows:
Paul K. Martz
61 I Walton Stree
Lemoyne, PAl 4
DATE: February 8,1999
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Barbara Sumple-Sullivan, Esquire
549 Bridge Street
New Cumberland, PAl 7070- I 93 I
(717) 774-1445
Supreme Court I.D, 323 17
Attorney for Plaintiff
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In the Court of Common Pleas of CUMBERLAND County, Pennsylvania
DOMESTIC RELATIONS SECTION
DOROTHY A, MARTZ ) Dockct Numbcr 98 545 CIVIL
Plaintiff )
VS. ) PACSES Casc Numbcr 163100736/028318
PAUL K. MARTZ )
Dcfcndam ) Othcr Statc ID Numbcr
Order
AND NOW to wit, this
NOVEMBER 29, 2000
it is hereby Ordered
that:
PURSUANT TO THE ORDER OF MARCH 11, 1999, HUSBAND IS TO PAY TO WIFE SIXTY
FIVE PERCENT (65%) OF $3,215.37 THAT TOTALS $2,089.99, HUSBAND IS TO MAKE
THE PAYMENT PAYABLE TO PA SCOU AND USE HIS SOCIAL SECURITY NUMBER AS
THE IDENTIFICATION IN THE MEMO OF HIS CHECK. THE PAYMENT IS TO BE SENT TO
THE CUMBERLAND COUNTY DOMESTIC RELATION SECTION AND MADE TO THE
A1TENTION OF THE DOMESTIC RELATIONS OFFICER. THIS AMOUNT REPRESENTS A TOTAL
OF UNREIMBURSEO MEDICAL EXPENSES PAID BY WIFE.
THE UNREIMBURSED AMOUNT OF $2,089,99 IS TO BE PAID IN FULL ON OR BEFORE
DECEMBER 29, 2000
BY THE COURT:
DRO: RJ Slw.!jay
xc: plaintiff
defetrlant
Barbara Sunple-Sulll van, Esqlllre
Debra Denison Cantor, EsqUire
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JUDGE
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Form OE-520
Workcr ID 21005
Scrvicc Typc M
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(b) Provide approximate date when discovery will be complete
and indicate what action is being taken to complete
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DATE
COUNSEL FOR PLAINTIFF ( )
COUNSEL FOR DEFENDANT ( )
NOTE: PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE FILING OF
PRETRIAL STATEMENTS UNTIL COUNSEL HAVE CERTIFIED THAT
DISCOVERY IS COMPLETE, OR OTHERWISE AT THE MASTER'S
DISCRETION.
AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL OR A
PARTY TO THE ACTION, IF NOT REPRESENTED BY COUNSEL,
INDICATING THAT DISCOVERY IS NOT COMPLETE, THE
DIRECTIVE FOR FILING OF PRETRIAL STATEMENTS WILL BE
ISSUED AT THE MASTER'S DISCRETION. HOWEVER, IF BOTH
COUNSEL, OR A PARTY NOT REPRESENTED, CERTIFY THAT
DISCOVERY IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED TO THE
MASTER'S OFFICE WITHIN TWO (2) WEEKS OF THE DATE SHOWN ON
THE DOCUMENT.
'.
OFFICE OF DIVORCE MASTER
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
9 North Hanover Street
Carlisle, PA 17013
(717) 240,6535
E. Robert Elicker, II
Divorce Master
Tracl .10 Colyer
Office Manager/Reporter
West Shore
697-0371 Ext. 6535
October 18, 1999
Barbara Sumple-Sullivan
Attorney at Law
549 Bridge Street
New Cumberland, PA 17070
Debra Denison Cantor
Attorney at Law
REAOER & ADLER, P.C.
2331 Market Street
Camp Hill, PA 17011
RE: Dorothy A. Martz vs. Paul K. Martz
No. 98 - 545 Civil
In Divorce
Dear Ms. Sumple-Sullivan and Ms. Cantor:
Both counsel have returned the certification document indicating
that discovery is complete. Consequently, I am going to issue a directive
for the filing of pretrial statements.
The divorce complaint filed on January 30, 1998, raised the
economic claims of equitable distribution, alimony, alimony pendente
lite, and counsel fees and expenses.
In accordance with P.R.C.P. 1920.33(b) I am directing each counsel
to file a pretrial statement on or before Friday, November 5, 1999. Upon
receipt of the pretrial statements, I will immediately schedule a
prehearing conference with counsel to discuss the issues and, if
necessary, schedule a hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
DOUO'I'HY A. MART;'"
Plnintiff,
v.
PAUL K. MAU'I';'"
Defendnnt
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: IN '1'H1~ COUU'I' OI~ COMMON PLI~AS
CUMBImLAND COUNTY, PENNSYLVANIA
NO.: 98.5,15
CIVIL AC'I'ION . LAW
IN DlVOUCI~
PHE-THIAL STATEMENT OF
PAUL K.l\IAHTZ
L
,
1. BACI<GHOUND INFORMATION:
PLAINTIFF:
1.
Nnme:
Address:
<)
~.
3.
Age:
Date of Birth:
Educntionnl Background:
Health:
Oecupution:
Employcr:
4.
5.
6.
7,
8.
DEFENDANT:
1.
Numc:
Address:
2.
3.
Age:
Dnte of Birth:
Educationnl Backgl'Ound:
Health:
Occupntion:
Employer:
4.
5.
5,
6.
7.
Dorothy A. Mnrtz
2311 North Front Strcet
Harrisburg, PA 17110
48.
April 30, 1951.
No henlth issues have been raised,
Unknown.
Unknown,
Pnul K. Martz
611 Walnut Stl'eet
Lcmoyne, PA 170,13
49
December 3D, 1950.
Defendnnt may havc some mentnl henIth issues.
Inspector
DDSI', New Cumberland
CHILDHEN OF ')'HIS MARRIAGE:
1. No minor childrcn.
MAHRlAGE INFORMATION:
1.
2.
3.
Datc of Marriagc:
Placc of Marriage:
Datc of Scparation:
Datc Action Commcnccd:
Issucs Raiscd:
April 15, 1972,
Harrisburg, PcnnsyIvania.
March 2, 1997.
January 30, 1998.
3301(e)
Equitablc Distribution
Alimony
CounscI Fccs and Costs
4,
5.
II. INCOME
1. Husband is cmpIoycd at DDRE, Ncw Cumbcrland. Husband's nct incomc pcr pay
pcriod is $861.46.
W-2, 1998:
W-2, 1998
$2,927.30
$33,722.24
(Exhibit "A").
(Exhibit "B"),
2. Wifc's currcnt employment status and pay ratc is unknown.
W-2, 1998
W-2,1998
$6,798.53
$1,688,25
(Exhibit "C).
(Exhibit"D").
Ill. ASSETS:
A. RcaI Propcrtv
1. Thc parties sold the marital homc. HUSBAND and WIFE caeh reccivcd
approximatcly $18,647.29 from thc sale.
.
.
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.
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DEPARTl\AENT OF DEFENSE
CIVILIA N LEAVE AND EARNINGS STATEMENT
1''''".000'_
01/02190
""....11
01/08/99
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MARTZ PAUL K
WG 08 00
22.96
16,30
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II IU,I1I.uIMl
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191-42-7743
N
01/02199
10/30110
240
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ItARRIS SAVINGS OANK
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421080 S
FED
PA
HAMPDEN TS PA CSRS:
2290.36
" CURRENT YEAR TO DATE "
GROSS PAY 1332.46 1332.46
TAXABLE WAGES 1332.46 1332,45
NONTAXABLE WAGES
TAX DEFERRED WAGES
DEDUCTIONS 448.42 449.42
AEIC
NET PAY 884.03 884.03
CURRENT EARNINGS
TYPE HOURS/DAYS AMOUNT tyPE HOURS/DAYS AMOUNT TYPE HOURS/DAYS AMOUNT
REGULAR PAY 80.00 1224.00 SECOND SltlFT 80.00 92.00
RETROACTIVE EARNINGS
TYPE HOURS/DAYS AMOUNT TYPE HOURS/DAYS AMOUNT TYPE HOURS/DAYS AMOUNT
REGULAR PAY 1.00 15.30 SECONO SltlFT 1.00 1.15
DEDUCTIONS
TYPE ceDE CURRENT YEAR TO DATE TYPE CCtDE CURRENT YEAR TO 0,\ TE
FEGLI F 6.11 6.11 FEGLI OPTNL AC 1.80 1.80
FEltB 451 33.99 33.99 MEDICARE 19.32 19.32
DRGIUNIDN CCA 9.00 9.00 RETI RE, CSRS I 93.27 93.27
BONO 5.00 5.00 TAX, FEOERAL 219.30 219.30
TAX, LOCAL 421060 13.32 13.32 TAX,LOC OCC 421080 10.00 10.00
TAX, STATE PA 37.31 37.31
LEAVE
TYPE PRIOR VR ACCRUED ACCRUED USED USED DONA TEDI CURRENT USE-LOSEI
BALANCE PAY PD YTD PAY PD YTD RETURNED BALANCE TERM DATE
ANNUAL 11,00 B.OO 200.00 4.00 207.00 4.00
SICK -4,00 4.00 100.00 4.00 BB.OO 8.00
1t0LlOAY 25.00 95.00
AOMIN 2.00 2.00
LWOP 1.00
REMARKS
ENROLL IN TSP - OEAOLINE 31 JAN
PAY COMPUTED USING RETAINEO INFORMATION
OCCUPATIONAL TAX DEOUCTEO Tlt1S PERIOO
RETROACTIVE TIME AND ATTENOANCE AOJUSTMENTS PROCESSED
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1545 2ND ST WEST SUITE C
CODE P
CHARLESTON SC 29408-1968
449.73
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For
EMPLOYEE
RECORDS
(s.. Nolle.
on backl
DOROTHY A MARTZ
5815 LINGLESTOWN RD
HARRISBURG PA 17112-1121
.,..IN""....kId...llbQI'
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Blue Book
Suggested Retail
Report
Pennsylvania
May 27,1998
LoOpl Cootor
Intornot Price
:=.,.".".,"
I I .' .
~
,l' l " 1:
~\
~
1995 Saturn SC2 Coupe 2D
4,Cyl. 1.9 Liler
5 Spccd Munual
Fronl Whccl Drive
33.000 miles
,...__.. ...__..__u_'__'---
EQU\l'MENT
Air Conditioning
powcr Stcering
powcr Windows
powcr Door Locks
AM/FM Stcrco
Cassette
Dual Ail' Bags
Leathcr
Flip-Up Sun Roof
.----------------
$12,015
Blue Book Suggested Retail
suggesle~ retail represellts Ihe price a ~ealcrship mighl ask ror Ihis make all~ mu~c\ vehicle. This
represents a rully recolI~itione~ vehicle in excellent cOII~itioll, This retail price is 1101 a Inl~e.in or
private-party value, but rather assumes thalli ~ealer has absurbe~ Ihe cost or n",king Ihe vehicle rea~y
rnr sale, recon~itioning, a~vertising. sales commissiolls, arranging ror Iinancing an~ insurance lIn~
stall~ing behill~ the vehicle ror any meclnmical or safety prublems. Many late mo~el vehicles lit this
price have passe~ an inspectioll progntm or carry II warranty. ^ctual ~ealcr selling price may vllry
rrom this price.
\
Copyriglll (i:) /998 by Kelky Jlllw Ilook Co., ,tll /ligll,s Ik'''',wd. Moy.)1I11 /998 IMilioll,
Tlw illJorllllllioll ill IlIis r'por' is ill"/IIkd Jor III, Iwrsollll/'I.I' oj Ilw "IIS"'/II'rtmly "'1/1 "'"Y 11111 IJC sold orll'""s,"it1,d 10
"'lOllwr I",r'y, W, 11,,",,""' '10 r'spollsibi/iIY Jor errors or ollli",';"",',
-----.-----------.---------------------
Sf!7/9B B:13 AM
101'2
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IUHARR!C;~
IJl SAVINGS BA1'lK-
P,O. BOX 1711
HARRISBURG, PENNSYLVANIA 17105
PHONE: (717) 236,4041
PAUL K MARTZ OR
DOROTHY A MARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1880
STATEMENT DATE
04/18/97
PREVIOUS STATEMENT
03/20/97
ACCOUNT NUMBER
700000963
I
I
\.
PAGE
2
SOCIAL SECURITY NO
191-42-7743
"
,
.............. VIP FREE INTEREST CMECKING
700000963 *************.*.*.
ACCOUNT SUMHARY
PREVIOUS STATEMENT
DATE BALANCE
03/20/97 2,951.80
+
DEPOSITS
1,169.94
INTEREST
+ PAID -
.00
WITHDRAWALS -
3,968.74
TOTAL
FEES
3.00
.
ENDING
BALANCE
150.00
STATEMENT PERIOD FROM 03/21/97 THRU 04/18/97
AVERAGE BALANCE.
1,594.38
MINIMUM BALANCE.
150.00
*******.*******. SAVERS ADVANTAGE ACCOUNT 760002917 ************.************
DATE-OESCRIPTION----------------------------------AHOUNT-----------BALANCE
03/20 BALANCE FuRWARD --------------------------------------> 344.74
03/27 INTEREST PAID ~ .77 345.51
03/31 AUTOMATIC DEPOSIT '" ~ - 25.00 370.51
04/04 SAVINGS TO CHECKING 1'300.00- 70.51
04/10 INTEREST PAID ~ .09' 70.60
. - CLOSING WITHDRAWAL _ 70.60- .00
INTEREST RATE SUMMARY
DATE 0 - $99 $100 AND UP
03/21 .000\ 3.010\
PREVIOUS----STATEMENT INTEREST SERVICE
DATE BALANCE :, ,+. DEPOSITS . + PAID - DEDUCTIONS - CHARGE .
03/20/97 ,344.74 25.00 .86 ...., 370.60 ,.00:'
,~.. .....~l. .....1 .,.'~~..~ ..-..-......- '. ..-"
STATEMENT PERioD FROM' 03121/9'/""TH'RU-'0'4'/f0797 -.... AVERAGE STMT BALANCE
INTEREST EARNED: '.41 ";".,,,;.AHIlUAL PERCENTAGB YIELD EJUUfED
ENDING
BALANCE
;, .00
267.59
2.83\
.k~~:~ ~;~:i~~~~;.
. ",'
,.~,,::':~~.I~'.,.
**************st1MMAAY";OF :DEPOSIT AccouNTS .*********~*** * ***.'*****'.1;';, _.'... *** ......-... i'\: .
AP ' liCCOirnT ~TAX.,ID-NBR' BALANCE 'INT-RATE\ YTO-INT ;, YTO-PENALTY, MATURITY '..,,'"
CK 700000963:'191427743 150.00".,"'.;'2.000 '6.59 =: '..';'..," ;'" :;:. ,..' .,
SV 760002917 ,191427743 .00 '.. 2.76 ' ,,:
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HARRIS' SAVINGS RANK
P,O. BOX 1711' HARRISBURG, PENNSYLVANIA 17105' PHONE: (717) 236-4041
<JARRIS A':':':"''; Lo'l': /717\ "....... or TIJ'.L FREE 1-~QO-~27.7'l'l7
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~r~IOHARR13!
IJI SAVINGS BANK
p,O, BOX 1711
HARRISBURG, PENNSYLVANIA 17105
PHONE: (717) 236.4041
PAGE
2
STATEMENT DATE
02/20/97
PREVIOUS STATEMENT
01/17/97
ACCOUNT NUMBER
700000963
PAUL K MARTZ OR
DOROTHY A MARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1880
SOCIAL SECURITY NO
.............. VIP FREE INTEREST CHECKING
700000963 *-****.*****.*****
INTEREST
+ DEPOSITS + PAID - WITHDRAWALS -
',,~~,241.02 ".,2.02 ",2,623.85:
;..\ l~.'::' ..' .:'~
01/18/97 THRU 02/20/97 AvERAGE STMT BALANCE
2.02 .AHNUAL,PERCENrAGE YIELD EARNED
DAILY BALANCE SUMMARY
OATE-------BALANCE
01/17 610.67
01/21 47B.50
01/22 497.24
01/23 1,05B.74
01/27 1,296.48
01/28 1,275.66
01/29 1,186.26
01/31 1,164.41
ACCOUNT SUMMARY
i'i\i;VLOUS STATEMENT
DATE BALANCE
01/17/~7 610.67
STATEMENT PERIOD FROM
INTEREST EARNED
AVERAGE BALANCE.
1,095~~~ .'
OATE-------BALANCE
02/01 1,249.41
02/03 1,148.41
02/04 1,131.34
02/05 38.13
02/06 1,558.54
02/10 1,487.54
02/11 1,414.62
02/12 1,357.13
OATE-------BALANCE
02/13 1,236.92
02/14 912.17
02/15 907.17
02/18 850.91
02/19 838.76
02/20 2,227.86
TOTAL
FEES
2.00
ENDING
BALANCE
2,227.86
=
1082.30
2.02\
.'"
MINIMUM BALANCE.
.,38.13
*********....*** SAVERS ADVANTAGE ACCOUNT 760002917 **********************...
OATE-DESCRIPTION----------------------------------AMOUNT-----------BALANCE
01/17 BALANCE FORWARD --------------------------------------> 542.84
01/27 HARRIS ACCESS LINE TRANSFER 300~00- 242.84
01/29 AUTOMATIC DEPOSIT ':2.. 25.00 267.84
01/30 INTEREST PAID .....:!!.:'!;':.:..,.:,' 1.25 ,269.09
02/14 AUTOMATIC DEPOSIT ..3 25.00 294.09_
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HARRIS' SAVINGS BANK
P.O. BOX 1711 . HARRISBURG, PENNSYLVANIA 17105' PHONE: (717) 236.4041
HARRIS ACCESS LINE (717) 731-1135 or TOLL FREE 1-800.327-7997
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!"oWINGS BeND AND COUPON RE?ORTING
NAME OOROTHY A HARTZ
STREET ADORESS3l\l-';1Web\lID A';C
CITY uEU-Wl\BERLA:ID
PA Zip Cod'-I~1~:
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SAVINGS BONOS SAVINGS NOTES
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75.00 56.25 37.50 60.75
100.00 75.00 50.00 81,00
200.00 150.00 100.00
SOO.OO 375.00 250.00
1,000.00 750.00 500.00
5.000.00 2,500.00
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DORO'rHY A. MARTZ,
Plaintiff
IN TIlE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 98 - 545
vs.
PAUL K. MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
ORDER AND NOTICE SETTING HEARING
'1'0: Dorothy A. Martz , Plaintiff
Barbara Sumple-Sullivan , Counsel for Plaintiff
Paul K. Martz , Defendant
Debra Denison Cantor , Counsel for Defendant
You are directed to appear for a hearing to take
*
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, Pennsylvania on the 3rd day
of July , 2000, 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.
B~'l11e, ctrt,
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, &rge E. Hoffer, President Judge
Date of Order and
Notice: ~B/OO
By:
Divorce Master
IF YOU DO NOT HAVE A LAI'/YER OR CANNOT AFFORD ONE, GO TO OR
TELEPHONE THE OFFICE SET FORTH BELOI'i '1'0 FIND OUT WHERE YOU CAN
GET LEGAL IIELp.
CUMBERLAND COUNTY BAI~ ASSOCli\'I'lON
2 LIBERTY AVENUE
CARLI5LE, 1'/\ PO 13
TELEPHONE (71'/ i :!,l ~ -:\1 (,(,
* TESTIMONY WILL BE LIMITED TO THE FACTOR OF MARITAL MISCONDUCT
AS THAT FACTOR MAY AFFECT WIFE'S ALIMONY CLAIM.
DOROTHY A. MARTZ,
Plaintiff
.
.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO.96 - 545
:
:
VB.
CIVIL ACTION - LAW
PAUL K. MARTZ,
Defendant
IN DIVORCE
RESCEDULED HEARING
AND NOTICE SETTING HEARING
ORDER
TO: Dorothy A. Martz , Plaintiff
Barbara Sumple-Sullivan , Counsel for Plaintiff
Paul K. Martz , Defendant
Debra Denison Cantor , Counsel for Defendant
You are directed to appear for a hearing to take
*
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, Pennsylvania on the 3rrl day
of October , 2000, 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.
By 1~f ~t:rt ,
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~rge E. Hoffer,
President Judge
Date of Order and
Notice: 7/6/00
By:
Divorce Master
IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR
TELEPHONE THE OFnCE SET FORTH BELOW TO FIND OUT WHERE YOU CAN
GET LEGAL HEI.p.
CUMBERLAND COUNTY BAil ASSOCIATION
2 I.IBEIlTY AVENUE
CARLJSLE, I'A 17013
'I'EI.EPIIONE (-' I 'I) ~4l) - 31 (,(,
* TESTIMONY WJJ.I, BE I.IMITED '1'0 TilE FACTOR OF MAIUTAL MISCONDUCT
AS THAT FACTOIl MAY AFFECT WIFE'S ALIMONY CLAIM.
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II. PERTINENT PIWCEI)UI{AL IIISTORY
1/30/98
9/9199
Divorcc action commcnccd.
Husband appointcd thc Mastcr for thc outstanding claims,
/II. INVENTORY
The marital estate is as follows:
Real Estate. The net proceeds from the sale of the marital residence was $37,394,57, The
parties equally divided these proceeds.
Vehicle. Wife's vehicle, a 1995 Saturn, was appraised at $8,700,00. Wife values Husband's
vehicle at $3,020.00.
Accounts and Bonds. During the marriage, the parties used the following accounts:
Harris Joint Checking Account No. 700000963
Harris Savings Account No. 760002917
Balance as of DOS = $146, 18
Balance as of2/14/97 = $294.09
Balance as of 3/20/97 = $344.74
$300 transferred to Checking 4/4/97
Closed 411 0/97 $70.60
Monies in these accounts were used to pay marital debts and to pay for the first and second
mortgage of the parties' home even though Wife was not residing in the residence,
The parties' savings bonds were cashed ($950.04) and deposited into the parties' joint
account and used to pay marital debts and the parties' living expenses.
Wife had a non-marital account during the marriage, In 1994, Wife received a $2,000 gift
from her parents, At that time, she deposited $1,000 into the joint account and $1,000 into a three
year CD. Wife opened an account with Harris on March 9, 1997, after the parties' separation, Wife
also contributed $500.00 from her non-marital funds to pay the parties' marital expenses.
Retirement Benefits. After separation, Wife left the employ of the Federal Government and
cashed in her CSRS and TSP employment benefits, The net proceeds she received were $1.213.48
and $1,705.46 respectively. Husband's CSRS Pension was valued at $47,214.71.
Liabilities. The marital credit cards were paid off at or around the time of separation.
Because of Husband's failure to cover Wife with his medical insurance. there is an issue of
unreimbursed medical expenses which must be resolved,
Credit. As stated above, Wife is due a credit for the non-marital monies used for the payment
of the marital debts. The issue ofa credit for the payment of the first and second mortgage after the
separation also has to be determined.
,
.
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IX. I'EHSONALTY
Not applicablc.
X. PROPOSED ECONOMIC HESOLlJTION
Considering the length of thc partics' marriagc, Husbnnd's supcrior financial position nnd
earning capacity, Wife proposcs that she rcccivc 60% of the marital asscts, Since the rcal estatc
proceeds have already been distributed, any additionalmonics duc to Wife shall bc added to hcr
portion of Husband's pension whieh shall be divided in the samc perccntage pursuant to a QDRO.
Considering the length of the parties' marriage and the disparity ofthc parties' income (Wife
earns $7.60 per hour with minimnl benefits and Husband earns over $34,000 annually with excellent
benefits), Husband shall pay Wife alimony in the amount of $410.00. Husband shall also pay
$1,500.00 towards Wife's counsel fees.
Respectfully submitted,
DATE: November 5,1999
a ra Sumple-Sullivan, Esquire
549 Bridge Street
New Cumberland, P A 17070-1931
(717) 774-1445
Supreme Court J.D. 323 I 7
Attorney for Plaintiff
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HARRISBURG, PENNSYLVANIA 17105
PHCNE: 1,1,1 236..IOJl
STATEMENT DATE
02/20/97
31
PREVIOUS STATEMENT
01/17/97
PAUL K MARTZ OR
DOROTHY A MARTZ
310 WOODLAND AVE
NEW CUM8ERLANO PA 17070-1880
ACCOUNT NUM8ER
700000963
SOCIAL SECURITY NO
191-42-7743
.............. VIP FREE INTEREST CHECKING
700000963 ******************
NON-CHECK TRANSACTIONS
OATE---OESCRIPTION------------------__________________------------AMOUNT
01/22 DEPOSIT ..!.. 150.00
01/23 ATM 300 CAMPHILL MALL CAMP HILL PA - 35.00-1
01/23 OFAS COLUM8US FED SALARY .;- 650.47 ~
01/27 ATM 1288 N MOUNTAIN RDLINGLESTOWN PA - ~O..OO-_
01/27 NON-HARRIS ATM TRANSACTION FEE ~~Q~
01/27 HARRIS ACCESS LINE TRANSFER r 300.00
01/29 AUTOMATIC WITHDRAWAL .z ___ _ 25.00-
02/01 DEPOSIT +85.00
02/03 ATM 3555 CAP CITY MALLCAMP HILL PA __ 45.00:3
02/05 LOAN PAYMENT _ 615.89-
02/05 LOAN PAYMENT _ 315.57-
02/06 OFAS COLUMBUS FED SALARY ...l.C659":"9'4:::O
02/06 OFAS COLUMBUS FED SALARY'" ./-f.6CJ.47
02/10 ATM WEST SHORE PLAZA LEMOYNE PA --70.00-~
02/10 NON-HARRIS ATM TRANSACTION FEE (l:;:O'O;-
02/14 AUTOMATIC WITHDRAWAL ..3 -_ -25700-
02/15 DEPOSIT + 65.00
02/15 CASH WiD _ 70.00-
02/18 ATM 320 NEWBERRY COMMNETTERS PA _ 35.0~
02/20 OFAS COLUMBUS FED SALARY T-809.67
02/20 OFAS COLUMBUS FED SALARY T 660.47
02/20 INTEREST PAID f- 2.02
CMECKS IN ORDER
OATE-NUMBER--------AMOUNT ,.,OATE-NUMBER--------AMOUNT
01/23 5689 " . " 30.00 -'.' . 02/04" 5750" ..'" "i7;07
01/21 5731. 29.24 02/05 5751 41.78
01/21 5732 95.00 02/13 5753. 67.73
01/27 5733 21.26 02/12 5754 14.40
01/22 5736. 76.20 02/11 5755 : ,62.63
01/22 5738. 55.06 02/11, 5756 " ,'> 10'.'29 . "
01/21, 5740. 7.93,. . 02/12 5758~..', ."'..,,43.09.
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01/28 5744 .. 20.82I'-,.' 'I," .02/14,..".5762 ,29.24, ,
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HARRIS ACCESS LINE (717) 731-1135 or TOll FRE: 1.800.327-7997
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P,O, BOX 1711
HARRISBURG. PENNSVLVANIA 17105
F~OIE: (717) ~36.~0~ 1
STATEMENT DATE
02/20/97
PREVIOUS STATEMENT
01/17/97
PAGE
3
PAUL K MARTZ OR
DOROTHY A MARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1B80
ACCOUNT NUMBER
700000963
SOCIAL SECURITY NO
191-42-7743
***********...SUMHARY OF DEPOSIT ACCOUNTS ******************************
AP ACCOUNT TAX-IO-NBR
SV 760002917 191427743
BALANCE INT-RATE'
294.09 3.010
YTO-INT YTO-PENALTY MATURITY
1.25
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CONSOLIDATE YOUR HOLIDAY BILLS WITH A HOME EQUITY LOAN.
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.1M SAVI:\GS BA:--lK
P,O, BOX 1711
HARRISBURG, PENNSYLVANIA 17105
PHONE: (717) 236.4041
STATEMENT DATE
04/18/97
28
PREVIOUS STATEMENT
03/20/97
PAUL K HARTZ OR
DOROTHY A I'.ARTZ
310 WOODLAND AVE
NEW CUM8ERLANO PA 17070-1880
ACCOUNT NUMBER
700000963
SOCIAL SECURITY NO
191-42-7743
.............. VIP FREE INTERES~ ~H~9KING,
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700000963.**.~.**~..**.....*'
NON-CHECK TRANSACTIONS
DATE---OESCRIPTION------------------------------------------------AMOUNT .
03/21 ATM 320 NEWBERRY COMMNETTERS PA -- 65.00- ~
03/25 ATM NEW CUMBERLAND ARMNEW CUMBERLNPA -..60.00:-~-
03/25 NON-HARRIS ATM TRANSACTION FEE (~ 1.00-
03/28 ATM 320 NEWBERRY COMMNETTERS PA - 35;00-'~
03/31 AUTOMATIC WITHDRAWAL ___,--" '- -- "_'0_,_ '-25.9Q::--
03/31 ATM 331 BRIDGE ST NEW CUMBERLNOPA - 9.o.;~ ~/
03/31 NON-HARRIS ATM TRANSACTION FEE CJ..OO:-'
04/02 ATM 128B N MOUNTAIN RDLINGLESTOWN PA ~,AO~'-
04/02 NON-HARRIS ATM TRANSACTION FEE . 1........1.00" '
04/03 OFAS COLUMBUS FED SALARY :: B69'";'94
04/04 SAVINGS TO CHECKING ' 300.00
04/07 LOAN PAYMENT --615.B9-
04/07 LOAN PAYMENT - 315.57-
04/07 ATM 320 NEWBERRY COMMNETTERS PA -65.00- ~
04/09 CASH we ~70.00-
CHECKS IN ORDER
OATE-NUMBER--------AMOUNT OATE-NUMBER--------AMOUNT
04/10 1 9.57 04/01 5B06 32.01
03/31 5757. 12.50 04/04 5B07 24.00
03/24 57B2. 5.20 04/01 5B08 333.00
03/24 5791. 20.25 04/08 5B09 200.00
03/24 5792 30.75 04/07 5810 340.00
03/24 5793 49.43 04/09 58ll 169.75
03/24 5797. 191.66 04/08 5812 .14.67
03/27 ,5798 28.07 '----0"4/11 5813 164.31,
'04/16 '5800. 24.85,' '04/16 5814 .C 233.00
03/26 '5801 11.45 04/16 ,5815 12.10
04/01 5802 50.00 04/16 5816 7.88 ,
03/27, 5803 113.34.. 04/14 5817 ,,' '4.00 :,.,'..,..:,!,':..::":;;'~
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DATE-~-~---BALANCE OATE-------BALANCE OATE-~-~---BALANCE
03/20 2,951.80 03/31 2,194.46 04/09 693.31
03/21 2,886.,80.." 04/01 ' .... 1,379.45.... ' , 04/10 ,.,~"'':.,.{.'..,.6~6,:14:~:,
03/24 2,589.51' 04/02 1,338.45 04/11'" 431.83
03/25, 2,528.51 ii;C~' .04/03",,~.'h,~:2,208;'39;_.;,',';"04/14.,',-,',,': '427.83,' , ,.::,.':...~~,..;\.'.'
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03/27.ji,;_l': 2,375.65,.'-;;;':fo04/07'<;;;,;l~i'.lil,14:z..93.,;.:,.:' " ~""".~, -'<", ...-
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P,O. BOX 1711 . HARRISBURG, PENNSYLVANIA 17105' PHONE: (717) 236.4041
HARRIS ACCESS LINE (717) 731-1135 or TOLL FREE 1.800-327-7997
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IOHARRIS'
1M SAVINGS BANK
p,O, BOX 1711
HARRISBURG, PENNSYLVANIA 17105
PHONE: t717) 236.4041
STATEMENT DATE
04/18/97
PREVIOUS STATEMENT
03/20/97
ACCOUNT NUMBER
700000963
PAGE
2
PAUL K HARTZ OR
DOROTHY A HARTZ
310 WOODLAND AVE
NEW CUMBERLAND PI'. 17070-1880
SOCIAL SECURITY NO
191-42-7743
.............. VIP FREE INTEREST CHECKING
700000963 ******************
ACCOUNT SUMMARY
PREVIOUS STATEMENT
DATE BALANCE
03/20/97 2,951.80
TOTAL
FEES
3.00
=
ENDING
BALANCE
150.00
INTEREST
+ PAID -
.00
WITHDRAWALS -
3,968.74
+
DEPOSITS
1,169.94
STATEMENT PERIOD FROM 03/21/97 THRU 04/18/97
AVERAGE BALANCE.
1,594.38
MINIMUM BALANCE.
150.00
**************** SAVERS ADVANTAGE ACCOUNT 760002917 *************************
OATE-OESCRIPTION----------------------------------AMOUNT-----------BALANCE
03/20 BALANCE FORWARD ______________________________________> 344.74
03/27 INTEREST PAID - .77 345.51
03/31 AUTOMATIC DEPOSIT ..,. /. - 25.00' 370.51
04/04 SAVINGS TO CHECKING ,..-300.00- 70.51
04/10 INTEREST PAID ~ .09' 70.60
CLOSING WITHDRAWAL 70.60- .00
INTEREST RATE SUMMARY
DATE 0 - $99 $100 AND UP
03/21 .000\ 3.010\
PREVIOUS----STATEMENT INTEREST SERVICE
DATE BALANCE + DEPOSITS + PAID - DEDUCTIONS - CHARGE =
03/20/97 344.74 25.00 .86 370.60 .00
STl'.TEMENT PERIOD FROM' 03121/9.,uTHRU"04'il079''- "AviRAGE STilT' 'BAi.Ar.CE
INTEREST EARNED .41,' ,'" .A!lHl1AL PERCEN'rAGE YII!:LD EAIUlED
ENDING
BALANCE
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267.59
2.83\
*.****.**~*..*SUMMARY .:OF 'OEPOSIT ACCOUNTS ************************_***0.*.*****...,
AP ACCOUNT ..TAX,:,IO-NBR BALANCE INT-RATE\ YTO-INT : YTD-PENALTY MATURITY,
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of
IUHARRIS'
I'j) SAVINGS BANK
p,O, BOX 1711
HARRISBURG, PENNSYLVANIA 17105
PHONE: 1"1 n ~36..1041
STATEMENT DATE
OS/20/97
PREVIOUS STATEMENT
04/18/97
1
DOROTHY A MARTZ
PAUL K MARTZ
5818 LINGLESTOWN RD
HARRISBURG PA 17112
ACCOUNT NUMBER
700000963
SOCIAL SECURITY NO
191-42-7743
.............. VIP FREE INTEREST CHECKING
700000963 ******************
CMECKS IN ORDER
DATE-NUMBER--------AMOUNT
05/01 5785 150.00
DAILY BALANCE SUMMARY
OATE-------BALANCE
04/1B 150.00
OATE-NUMB~R--------AMOUNT
OATE-------BALANCE
05/01 .00
OATE-------BALANCE
ACCOUNT SUMMARY
PREVIOUS STATEMENT
DATE BALANCE
04/18/97 150.00
INTEREST
+ DEPOSITS + PAID - WITHDRAWALS
.00 .00 150.00
TOTAL
FEES
.00
=
ENDING
BALANCE
.00
STATEMENT PERIOD FROM 04/19/97,THRU 05/01/97
AVERAGE BALANCE:
1,143.73
MINIMUM BALANCE:
.00
************..SUMMARY OF
AP ACCOUNT TAX-IO-NBR
CK 700000963 191427743
DEPOSIT ACCOUNTS *********.**************************.
BALANCE INT-RATE% YTO-INT YTO-PENALTY MATURITY
.00 2.000 6.59
====================================================================
IN THE MARKET FOR A NEW HOME? TMERE'S NEVER BEEN A BETTER TIME TO
APPLY FOR A HARRIS MORTGAGE LOAN. INQUIRE ABOUT OUR GREAT RATES.
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!'l,VINGS BONO AND COUPON RE?ORTING
'.:.'.
NAI.IE OOROTHY A MART:
STREET ADDRESS31S ~eeeLAllil ;,;:::
CITY IIE'I ~""FE1L ~-!P
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2 Total Cost of Sand.
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3. Inleresl fLme , Less Line 21
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SAVINGS 80NDS SAVINGS /ICTES
Face Serle, E Series EE Frcpdom Shares
Amcunl Issue Cast Issue Cesl Is~ue C03t
~ ..= nl'" 5 1e.75 S S 20,25
..........
50,00 37,50 25.00 40.50
75.00 56.25 37.50 60.75
100,00 75.00 50.00 81.00
200.00 150.00 100.00
::00.00 375.00 250.00
1,000.CO 750.00 500.00
5.000.00 2.500.00
i.J.OCO.OfJ 7 .~OO.CO 5,000.00
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Issued By
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HARRIS SAVINGS BANK
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lOHARRIS'
1M SAVINGS BANK
p,O, BOX I,ll
HARRISBURG, PENNSYLVANIA 17105
PHONE: (,17) 230.4041
DOROTHY A MARTZ
5B15 LINGLESTOWN RD
HARRISBURG PA 17112
STATEMENT DATE:
ACCOUNT NUMBER:
03/31/97
750012041
SOCIAL SECURITY NOI 202-42-5960
*************** STATEMENT SAVINGS ACCOUNT 750012041 ************~************
OATE-OESCRIPTION------~---------------------------AMOUNT-----------BALANCE
03/09 BALANCE FORWARD --------------------------------------> .00
03/10 DEPOSIT 639.40 639.40
03/13 DEPOSIT 200.00 B39.40
03/27 INTEREST PAID 1.36 B40.76
INTEREST RATE SUMMARY
DATE 0 - 599 5100 AND UP
03/10 .000\ 2.820\
PREVIOUS----STATEMENT
DATE BALANCE
03/09/97 .00
INTEREST
DEPOSITS + PAID
839.40 1.36
SERVICE
CHARGE
.00
ENDING
BALANCE
840.76
- DEDUCTIONS
.00
+
=
STATEMENT PERIOD FROM 03/10/97,THRU 03/31/97 AVERAGE STMT BALANCE
INTEREST EARNED 1.36 -ANNUAL PERCENTAGE YIELD EARNED"
812.13
2.81\
**************SUMMARY OF
AP ACCOUNT TAX-IO-NBR
SV 750012041 202425960
DEPOSIT ACCOUNTS *************************************
BALANCE INT-RATE\ YTO-INT YTO-PENALTY MATURITY
840.76 2.820 1.36
===============================================================:====
MAVE YOU MADE YOUR IRA CONTRIBUTION YET?
DON'T FORGET THE APRIL 15 DEADLINE TO OPEN YOUR 1996 IRA.
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HARRIS" SAVINGS BANK
P.O, BOX 1711. HARRISBURG, PENNSYLVANIA 17105' PHONE: (717) 236-4041
HARRIS ACCESS LINE (717) 731-1135 or TOll FREE 1.800-327-7997
Ct"I',{y".e,
IS/-' ,'o'<'1t 1--/(",/ ,'," r - 0' .J/l'J'
\'ESDDRSA~IE: DOROTHY A MARTZ
USDA-NFC
AGESCYNA.ltE} TSP S ERV ICE OF F ICE
....~D8ILLISG P.O. BOX 61135
~D~ NEW ORLEANS,LA.70161-1135
iiU:.o\5~'~\".F'I~..'SCI.'L ~I."'S."'GE~IEST 5ER\'rCE rrs fOR~1 30J9 ,a"'1
I ~~SDOR.I.D, 202425960
S~IIBER
~1~}~fl~iU~~~~~~: K A N S A S CITy, M 0
CHECK SUIIBER _ CHECK AIIOUST
088-82986969' S***1705'46
FEDERAL RETIREMENT THRIFT SAVINGS PLAN DISTRIBUt'ti}
LUMP SUM PAYMENT OF PROCEEDS FROM YOUR ACCOUNT
TIB EIN 52-1529691 YOUR SSN 202425960
YOUR ACCOUNT BALANCE......................S 2,131'82
LESS FEDERAL INCOME TAX WITHHELD.........S 426.36
AMOUNT OF THIS CHECK......................S 1'705.46
PAYMENTS FROM THIS TSP ACCOUNT WILL BJI:j~R1~ TO YOU,
~'1.~'RZ1F.~~1 ~~~Jl F~M rrr. '~~
!~UJl~ !~Jlj,uv llL1 ..,.\,.,
SonCE 10 CHECK RECIPIEST
'CHECK DATE
12-08-911
EICY ;cHED~LE IL'}tBER
0000924922
AGEIC\' TELEPHOIE IUIISER
04-255-6000
TIllS NDTlCE IDENTIFIES THE ISI'OICE, PURCHASE ORDER DR SlllIL,\a :OCUIIEI. SUIIBERS TO WHICH THE EICLOSED CHECK RELATES
PLEASE DlllEcr A.'iY LSQUIRIES TO ,HE .GEICY AT THE ,.DDRESS ;:;;)ICATED ,.sOl'[, OR SY TELEPHOIE IF ,\ IUIIBER IS /RO\'IDED
<nnitrh~~'~~~1
C 059,899,736
Cho:. No.
02 19 99 37
CS~0043051 A
CHICAGO" ILLINOIS
C4 MART! :::::
2095,58743108
DOROTHY A MARTZ
5815 LINGLESTOWN RD
HARRISBURG pA 17112
08 0R
REF~
S*"1213*48
VOID AI'TER ONE YEAR
r'f~f:~:'
;:.:;i~:~:.;".~.;::..
II' 20Cl 5 511'
I:0000005~BI: 5871, HOB!;II' ~I,02Cl9
March 26, 1999
Paul K. Martz - File 1106-12-98-117-15458
Page 4
ESTIMATE OF HYPOTHETICAL MONTHI~Y SOCIAL SECURITY BENEFIT
Step 111: Calculate theTotallndexed EarninG:; for determining the Hypothetical
Social Security Benefits.
MAXIMUM EAR~IINGS
COVERED BY
YEAR SOCIAL SECURITY
1958 $4,200.00
1959 $4,800.00
1960 $4,800.00
1961 $4,800.00
1962 $4,800.00
1963 $4,800.00
1964 $4,800.00
1965 $4,800.00
1966 $6,600.00
1967 $6,600.00
1968 $7,800.00
1969 $7,800.00
1970 $7,800.00
1971 $7,800.00
1972 $9,000.00
1973 $10,800.00
1974 $13,200,00
1975 $14,100.00
1976 $15,300.00
1977 $16,500.00
1978 $11,700.00
1979 $22,900.00
1980 $25,900.00
1981 $29,100.00
1982 $32,400.00
1983 $35,700,00
1984 $31,800.00
1985 $39,600.00
1986 $42,000.00
1981 $43,800.00
1986 $45,000.00
1989 $46,000.00
1990 $51,300.00
1991 $53,400.00
1992 $55,500.00
1993 $57,600.00
1994 $60,600.00
1995 $61,200.00
1996 $62,700,00
1991 $65,400.00
Tolallndoxod Earnings
ESTIMATED
EARNINGS
:.I:fiTOAY
$0.00
$0.00
$0.00
$0.00
SO.OO
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
:SO.OO
$0,00
~O.OO
$12,109.13
$12,604.37
$13,:'86,93
$:3.aI6.12
$14,G79.29
$15,271.87
$15,997.35
$lC,751.30
$17,553.34
$ ~ 0::07.20
$Hl,260.80
$20,800.00
$20,COO.00
$23,171.20
$23,111.20
$23,611.45
$24,080.40
$24,564.80
$2G,168,80
$26,208.00
$27,269.60
$20,288.00
$20,.196.00
$~81705.45
$20.~ 16.43
$29,120,91
1997
FACTOR
6.7248244
6.4074018
6.1654405
6.0452926
5.7510164
5.6192138
5.3985866
5.3031004
5.0028066
4.7388404
4.4340655
4.1918334
3.9936472
3.802519
3.4631837
3,2592531
3.0763768
2,8624596
2.6176907
2.5262658
2.340431
2,1521622
1.9143268
1.7937618
1.7001639
1.6211671
1.5311117
1.4686072
1.4262139
1.3401672
1.2178323
1.2291648
1.1748946
1.1326844
1.0171831
1.0679986
1.0400831
1.0000000
1.0000000
1. 0000000
ESTIMATEO
INDEXED
EARNINGS
$0.00
$0.00
$0.00
$0.00
$0,00
$0.00
$0,00
$0.00
$0.00
$0.00
$0.00
$0,00
$0.00
$0.00
$31,168.65
S35,199.93
$40,608.20
$39,8'10.06
$39,038.83
$38,581.11
$37,440.69
$36,064.43
$34,656.03
$32,982.26
$32,746.52
$33.720.69
$31,848.50
$34,029.39
$33,048.48
$31,665.50
$30,178.38
$30,194.19
$29,594.19
$29,685.39
$29,395,91
$30,211.54
$29,638.23
$26,705.45
$28,916.43
$29,128.97
$858,887.94
.. '''-.. \.
"
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. ,..~.
March 26, 1999
Paul K. Martz - File 1/06-12-98-117-1545B
Page 5
Step 112: Divide the Total Indexed Earnings by 35 to determine Average Indexed
Yearly Earnings.
Analysis:
$890.711.94 = $25,448.91
35 Years
Step 113: Divide Average Indexed Yearly Earnings by 12 to determine Average
Indexed Monthly Eamings.
Anaylsis:
$25.448.91 = $2,120.74
12 Months
Step 114: Determine the Hypothetical Basic Monthly Social Security benefit
payable at Full Retirement Age.
Formula:
(A) Multiply the first $455 of Avo,'age Indexed Monthly Earning by 90%.
(B) Multiply the next $2286 of ;,vl3rage Indexed Monthly Earnings by 32%.
(C) Multiply any remaining Aver..ge Indexed Monthly Earnings by 15%.
(D) The sum of (A), (B) and (C) is the Estimated Basic Benefit payable at
Full Retirement Age.
Analysis:
$ 455.00 x 0.90 = $409.50
$ 2,286.00 x 0.32 - $533.04
$ 0.00 x 0.15 = $0.00
Monthly Benefit $942.54
Step 1/5: Determine the Hypothetical Basic Monthly Social Benefit payable at age 62.
Formula: 0.733 % of the Monthly Benefit Payable at Full Retirement Age.
Analysis:
0,733 x
$942.54 = $690.88
PAGE 1 OF 2
. DATE: 06-02-1998
CSRS
ElolPLOYEE DATA
EMPLOYEE NA1~E:
DATE OF BIRTH:
SERVICE COMPUTATION DATE:
DATE OF RETIREMENT:
EMPLOYEE'S AGE AT RETIREMENT:
HIGH-3 AVEfu\GE SALARY:
PAUL K. MARTZ
12/30/1950
10/30/1970
12/31/2005
55 YEARS 0 MONTHS
$ 31,931
============================================================================
** CSRS SERVICE CREDIT:
35 YEARS
2 I~ONTHS
1 DAYS
TOTAL CREDIT:
35 YEARS
2 MONTHS
1 DAYS
============================================================================
** [INCLUDES: 1 YEARS 7 MONTHS 5 DAYS MILITARY SERVICE ]
"ESTHIATED"
VOLUNTARY RETIREMENT BENEFITS
-----------------------------------
NET BENEFITS:
ANNUALLY 110NTHLY
---------- ---------
$ 21,252.00 $ 1,771.00
1,848.00 154.00
---------- ---------
$ 19,404.00 $ 1,617.00
883.80 73.65
262.92 21.91
---------- ---------
$ 18,257.28 $ 1,521.44
---------- ---------
---------- ---------
$ 11,688.00 $ 974.00
CSRS BASIC ANNUITY:
COST OF SURVIVOR BENEFITS:
ESTIMATED NET ANNUITY:
(x) HEALTH INSURANCE PREMIU1~:
LIFE INSURANCE PREMIUMS:
FULL SURVIVING SPOUSE'S ANNUITY:
(x) [ Health Plan Enrollment Code: 451 - 1998 Premium Rate ]
======================================================================
LIFE INSURANCE
(Final Basic Pay: $ 31,931)
COVERAGE
AT RETIREMENT (xx)
MONTHLY PREMIUM
AT RETIREMENT
MONTHLY PREMIUM
AGE 65 AND LATER
BASIC COVERAGE:
OPTION A COVERAGE:
OPTION C COVERAGE:
$ 34,000
10,000
5,000/2,500
$ 12.16
6.50
3.25
$
o . 00 (xxx)
None
None
(xx) [Total Regular Life Insurance Coverage At Retirement: $ 44,000]
(xxx) [Basic Life Insurance Reduction Elected: 75%]
SPECIFIED
BASE AMOUNT
------------
FULL ANNUITY
16,261
11,261
6,261
3,600
PAGE 2 OF 2
SURVIVOR BENEFIT ALTERNATIVES
-----------------------------
-----------------------------
SURVIVOR BENEFIT M~OUNT
--------------------------------
PER YEAR PER MONTH COST
-------- --------- --------
$ 11,688 $ 974 $ 1,848
8,940 745 1,356
6,192 516 852
3,432 286 348
1,980 165 80l
YOUR REDUCED ANNUITY
----------------------
PER YEAR PER MONTH
-------- ---------
$ 18,257 $ 1,521
18,749 1,562
19,253 1,604
19,757 1,646
20,021 1,668
DATE: 06-02-1998
CSRS
El~PLOYEE DATA
EMPLOYEE NAME:
DATE OF BIRTH:
SERVICE COMPUTATION DATE:
DATE OF RETIREMENT:
EMPLOYEE'S AGE AT RETIREMENT:
HIGH-3 AVERAGE SALARY:
PAUL K. MARTZ
12/30/1950
10/30/1970
12/31/2005
55 YEARS 0 MONTHS
$ 31,931
============================================================================
** CSRS SERVICE CREDIT:
33 YEARS
6 MONTHS
26 DAYS
TOTAL CREDIT:
33 YEARS
6 MONTHS
26 DAYS
** [EXCLUDES: 1 YEARS 7 MONTHS 5 DAYS MILITARY SERVICE]
----------------------------------------------------------------------------
----------------------------------------------------------------------------
"ESTUIATED"
"CATCH-62" RECOlolPUTATION AT AGE 62
-----------------------------------
NET BENEFITS:
ANNUALLY MONTHLY
---------- ---------
$ 20,196.00 $ 1,683.00
1,752.00 146.00
---------- ---------
$ 18,444.00 $ 1,537.00
883.80 73.65
262.92 21.91
---------- ---------
$ 17,297.28 $ 1,441.44
---------- ---------
---------- ---------
$ 11,100.00 $ 925.00
CSRS BASIC ANNUITY:
COST OF SURVIVOR BENEFITS:
(a) ESTIMATED NET ANNUITY:
(x) HEALTH INSURANCE PREMIID1:
LIFE INSURANCE PREMIUMS:
FULL SURVIVING SPOUSE'S ANNUITY:
(a) Annuity will be increased by any COLA increases between date
of retirement and age 62.
(x) [ Health Plan Enrollment Code: 451 - 1998 Premium Rate ]
. "
NAl1E: PAUL K. ~IJ\RTZ
DATE: 06-02-19911
\
:(':11
. ,
1\' ,
I,) I
It
I
I
~" I
AVERAGE SALARY FOR THE PERIOD
01/01/2003 TO 12/31/2005
***********************w********************************
* HIGH-3 AVERAGE SALARY AS OF 12/31/2005 IS $ 31,931 *
********************************************************
...
SALARY
START DATE
SALARY
END DATE
HOURLY
SALARY
FACTOR
TOTAL SALARY
,
--------------
------------
--------
------------
01/01/2003
12/31/2005
15.30
3.000000
$ 95,793
$ 95,793
-------
-------
J
,
1
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,
I
!
'I
U,S. Individual Income Tax Return
lo...'".'.,.
,"
Vour ladal..curily nUMber
202-42-5960
Fat the Y'" Jln.l-0IC. 31, '001, or alh.r tu V'" bIQI""lftQ
Vour 'I,.tnl",a and InlUII
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ortvpl.
DOROTHY A
MARTZ
lulnlme
spou.... .odal..amty numb.,
191-42-7743
A. IMPORTANTI
A.
lfaJDinlntu,n,IPou"'lrlrltn.m..ndlnlll.1
Horn. .ddr...
5815 LINGLESTOWN ROAD
City. town at pOll officI, l'a'I, Ind ZIP cod.. It vou h'III' IOf,,;n add"", tI. P'Qt 'I.
HARRISUBRG PA 17112
.. Do you wont $3 10 go to Ihls fund? , , . . ,
, If a oint ralurn. dOUB our spouso wonl $:.1 10 0 to thIs fund? . .
Single
Married Ollng Joint return (even II only one had Incomo)
MarrJld f.Ilng "p,'I'1 'Ilurn, Entlt .poun', SSN 'DoIII,lull naml ",,., ~ PAUL MARTZ
Head or household (with quolUylng porson). (SOD pogo 10.) Illh. QUIllfYlng pltlOn II' child but not your dlplnd.nt,
.nt.tthl.ct:ild'.nam.h.n. ..
Quail In wldow(erl with dependenl child ( ear spouse diad ~9 ). (Soe pa e 1e,l
Yourself. If your parent (or someone else) can claIm you os a dependent on his or he} No. at ball"
ch.cll.d an
toxrelurn.donotcheckbex6a . . . . . . . . . . . . . . . . . . . . lS&and8b
S Quse .................. .,. . . . . . . . Ha. at your
d (4)ChlCllil chlldtn an lie
C Oepe" ents: (2)O'Il.nd.nt'. (3)O'Il.nd.nt" qUl.lllYlng who:
.ocll.lucurltynumb.r t.tl.lIan.hllltO ",lid lot chIld .
(1)Firstnarllt Lutnam. au Iv.dwHhyou
o · did nat h. wilh
O you du. to divorce
or lI.paratlon
o (... pig. tg)
o
o
o
Ifmot.thl.n...
d.p.nd,nls,
,"pag.19.
Income
Allach
Copy B 01 your
Fonns W-2,
W-2G, and
1099-R here.
II you did not
get a W-2,
see page 20.
AdJusted
Gross
Income
II line 33 Is under
$:10,095 (under
$10,030 il a child
did not live wilh
you), see EIC
Insl, on page 30,
Apl.no
Ves
You must onler
your SSN(s) abovo,
No Hal.: Ch.clung
X "V.,. will not
ching. your tl.. or
tlduc.your,.fund.
1
2
3
4
x
5
sa
x
--L
b
O.p.nd.nts on lSC
not.nt.red.botte _
d
7
Tolal number 01 exemptions claimed. . . . . .
Wages, salaries, tips, etc. Attach Form(s) W-2
Addnumb.rll
.ntered on
IIn.. .boy.
~
................... .
........... .
7
8a
8 487
163
8 a Taxable interest. Anach Schedule B if required
Tax-e.empt Interest, DO NOT Include on line 8a . 8b
Ordlnery dividends, Attach Schedule B II required . . . , . . . .
Taxable refunds, credits, or otlsets 01 slate and local income taxes (see page 21) .
Alimony received ..................
Business income or (loss). Attach Schedule C or C-EZ
Capital geln or (loss). Attach Schedule O. .
Other gains or (losses), Attach Form 4797 ...... .."...."......
Total IRA distributions ~ I b Taxable amount ('"lIlg' 221
Tatalplnsions&IMuillU [1!!J b Taxable amount(SII II1.g1 221
Rental real estate. royalties. pannerships, S corporations, trusts. etc. Attach Schedule E
Farm Income or (loss), Attach Schedule F . . . , . . . . . . . . . . . .
Unemployment compensation ...... . . . . . . . . . . . . . . . . .
Social security benefits ~ I b Taxable amount (slIlIl;' 24)
Other income.
b
9
10
11
12
13
14
15a
16a
17
18
19
20a
21
9
10
11
12
13
14
15b
16b
17
18
19
20b
2 132
21
22
10,782
22
23
24
25
26
27
2S
29
30
31a
Add the amounts In the far ri ht column for lines 7 throu h 21. This is
IRA deduction (see page 25) .,........,. 23
Student loan Interest deduction (see page 27) 24
Medical savings account deduction. Anach Form aaS3 25
Moving expenses. Anach Form 3903 ........ 26
One-hall ot sell-employment tax, Attach Schedule SE 27
Self-employed health Insurance deduction (see pege 28) 28
Kecgh and selt-employed SEP and SIMPLE plans 29
Penalty on early withdrawal ot savings ...... 30
Alimony paid, b Reclplant's SSN 31a
our total Income ..
32 Add lines 23 through 310 .....,..............
33 Subtract line 32 from IIna 22. This is our ad usted ross Income
For Privacy Act and Paperwork Reduction Act Notice, see page 51. EEA
~
32
33
10,782
Form 1040 (1998)
Fonm 104U 1998
DOROTHY A MARTZ
34 Amount trom line 33 (odlu.led gross Incomo). . , , , . . . , . , . . . . ,
35. Check If:[]vouwore 85 or olderO Blind: []spou.. wos 65 or oldor,o Blind,
Add tho numbor of baMOS chockod obova Bnd ontor tho totnl hero. . . . . .. 35a
b II you are monied tiling soparatoly and your spouse It.mlzos doducllons or
you wore a dual-slalus nllon. SOD pogo 29 and chock hero . . . . . . . . iii> 3Sb rn
Enter the larger ot your itemized deductions lrom Schedule A, line 28, OR standard
deduction shown on tho 10f1. But SOD pogo 30 10 find your standard doducllon II you
chockod any box on Uno 350 or 35b or II someone CDn claim you os a dopondant. . .
Subtroclllno 36 !rom IIno 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
II line 34 Is $93,400 or less, multiply $2,700 by lhe tolal numbor 01 oxompllons claimed on
line 8d. it line 34 Is ovor $93,400, see lho worksheel on page 30 lor lhe amount to enler
Taxablelncome. Subtract line 38 trom line 37. it IIno 36 Is more than line 37, enter -0-
Tax. See page 30. Check lIeny tax trom aD Form(s) 8814 b Form 4972 . , ~
Credlllor child & dependenl care expensos, Anach Form 2441 41
Credit tor the elderly or the disabled. Anach Schedule R 42
Child tax credll (see pago 31), . . . 43
Education credlls, Anach Form 8863 . . . . . . 44
Adoption credit, Anach Form 8839 . . . . . . . 45
Foreign tax credit, Anach Fonm 111611 required . . . . .. 46
Other, Check If lrom a 8 Form 3800 b 0 Form 8396
c 0 Fonm 8801 d Form (specify) 47
Add lines 41lhrough 47. These are your total credlls. . , . .
Subtract line 48 from line 40. II line 48 Is more than line 40. enter .0-
Sell-employment tax. Anach Schedule SE ............
Alternative minImum lax. Attach Form 6251 .............
Social security and Medicare tax on tip Income not reponed 10 employer. AttAch Farm 4137
Tax on IRAs, other retirement plans, and MSAs, Anach Form 5329 II required. ND,
Advance earned Income credit payments Irom Form(s) W-2
Household employment taxes. Anach Schedule H . . .
Add lines 49 throu h 55, This Is our total tax . . . . . . ,
Federal Income tax withheld from Forms W-2 and 1099 .. 57
1998 est tax payments and amount applied from 1997 return. 58
Earned Income credit Atuch Schedur. EIC it you have a qualltying
~ I I
Tax and
Credits
Standard
Deduction
for Most
reople
Single:
$4,250
Heed ot
household:
$6,250
Msrrled filing
Jointly or
Qualifying
wldow(er):
$7.100
Marrtod
tiling
separatelv:
$3,550
Other
Taxes
Payments
.
Anach
Forms W-2,
and W-2G
on page 1.
Also anach
Fonm 1099-R
II tax was
withheld,
Refund
. Have it
dlre<:tly
deposlledl
Soe ~age 37
and lII,n 66b,
II 66C, and 66d.
Amount
You Owe
- Sign
Here
Joint relurn?
. See page1B,
Keep a copy
tor your
records.
Paid
Preparer's
Use Only
EEA
202-42-5960
34 10 782
36
1,278
9 504
37
38
38
39
40
2,700
6 804
1 024
39
40
41
42
43
44
45
46
47
48
49
SO
51
52
53
54
'55
56
57
58
59a
48
49
SO
51
52
53
54
55
56
1 237
1099
~
1 024
~
1,651
Child. b Nontuabl. urn.d incom.: amount
60
61
62
63
64
65
66a
~ b
~ d
67
68
andtyp, ..
Additional child tax credit. Anach Form 8812
Amount paid wllh Fonm 4868 (request lor elC\enslon)
59a
60
61
62
63
a ments
~
E.cllllocialucutltyand RRTA tax withh.ldlu, pag.43). . . . . . .
Oth.~paym.ntl. Ch.cklllrom a DForm2439 b o Fotm41315.
Add lines 57, 58, 59a, and 60 throu h 63. These are our total
1 651
414
414
69
IIl1n.15411 mor.than IIn. 56.lubtract lin. 515 hom IIn.I5&. Thtl il the amount you OVERPAID
Amount 01 line 65
Routing number
Account number
Amountotlln.155 you wanl APPLIEDTOYOUR 1999 ESTIMATED TAX .. 67
If lln. 515 II mot. than lIn. 6&, subtract line 6& trom Iln. 56. ThIS II the AMOUNT YOU OWE.
For details on how 10 pay. see page 44 ....................
Estimated tax penal . Also Include on line 68. . . . . . . .. 69
....~
Undlr p.nalll" of p.rjury,1 d.clare thai I have ..amlned thll t.turn and accompanying Ich.dules and Itat.ments, and to the but of my knowlldg.and
blll.t, thlY at.ltue, con.ct, and compllle. O.clatation of prlpatlt (other than taxpay.t)11 based on all infotmalion of which prepar'r has any knowlldg..
Dale your occupation Daytimel.l.phone
numborloptionall
~ Yourllgnature
~ Spouu'I,lgnatut.. If JOint t.tut.n, BOTH must Ilgn.
Oate
173-34-3533
"N 23-2874776
Pr.pat,,,.,ocialllcurl1y no.
~a-~:0 -
Ptlpa,.t', ..
""""" ,ttt.r-r:::. Uu,?f1??
~ KELLY FINANIC SERVICES
, 710 BRIDGE STREET
NEW CUMBERLAND
ChlckU
IIIl~employ.d
INC
Fitm'lname(otyoull
illllf-.mploYldland
addt,,1
ZIPCDd.
17070
PA
pa 02
213
I
ill
II
I I
I
.
I
I
I
.
I
.
1
,
SCHEDULES A&El
(Form 1040)
Schedule A - Itemized Deductions
1998
alpartment of the r,...utv
Irll"nIIAtvlnll,S,rvlcl 1111
NIIft-C.'lhown on Form 1040
DOROTHY
Modlcal
and
Oenl.:ll
Expenses
Taxes You
Paid
(See
pege A-2,)
Interest
You Paid
(See
page A-3,)
.
Nole:
Personal
Inlereslls
not
deductible.
.
Gills 10
Charity
I
II you Iftlde.
glltlndgut"
bln,lillarlt,
... ".ge A~'.
I
Casualty and
Theft Losses 19
Job Expenses 20
and Most
Other
Miscellaneous
Deductions 21
22
tI
.
(See
page A-6 tor
expenses to
deduct here,)
I
liI
Olher
Miscellaneous
Deductions
~ Attach 10 Form 1040.
~ See Instructions 'or Schedules ^ and B
A MARTZ
CauUon: 00 not Include oxpenses relmbursod or paid by others.
1 Medical and donlolexpen.e. (soe poge A-I)
2 Enl., amount fram Farm 1040, tlnl 34 2
3
4
5
6
7
8
10 782
Multiply line 2 above by 7,5% (,075) . . . . . ,
Subtracll1no 3 from line 1. IIllna 3 is more than Une 1. entor -0-
Stale and locallncomo taxes . .
Real estale taxes (see page A-2) .
Personal property taxes
Other taxes. Ust type and amount ~
9 Add lines 5throu h 8. . . , . . .
10
11
......... .
Ham, morlgagl Inllr..t And paints IIparted to you on Farm 10911.
Home mortgAge int.llst nattlaarled to you on Fatm 109a. It paid
to lhl plrlan Itam whom you bought thl narnt. Sll pagl AwJ
and shaw that plrlan'l naml, identllYlng na.,And addrul . . .
~
11
12 Points nol reponed to you on Form 1098. See page A-3
tor speclel rules ....................
13 Investmenllnterest. Attach Form 4952, if required. (See
page A-3,) ....,........,.......
14 Add lines 10 throu h 13 ....,..........
15 Gins by cash or cneck, If you made any gin ot $250 or
, ~ more, see page A-4 .................
16 Other Ihan by cash or check, If any gin ot 5250 or more,
see page A-4. You MUST anach Form 8283 II over $500
17 Carryover from prior year.
18 Add lines 151hrou h 17 ...,.......,..
12
13
......... .
15
16 75
17
......... .
Casual or theft loss es. Attach Form 4684. See a 0 A-5.) .
Unroimbursed employee e)Cpenses -job travel, union
dues,job education, etc. You MUST Dltach Form 2106
or 2106-E2 it required, (See page A-5,) ~
............... .
Tax preparation fees . . . . . . . . . . . . . . . . . .
Other e)Cpenses - Investment, safe deposit be)C, etc. Ust
type and amounl ~
292
23 Add lines 20 through 22 ..,..
24
25
26
27
22
23
292
24
10,782
Entl' amount from Form 1040. hnl 34
216
Multiply line 24 above by 2% (,02) . . . . . . . .
Subtract line 25 from line 23. Ullne 25 is n.ore than line 23. enter -0-
Other - from list on page A-6. Ust type and amount ..
25
28 Is Form 1040,I1no 34, over $124,500 (over $62,250 if married lillng separately)?
NO. Your deduction Is not limited. Add the amounls In tho far right column
for lines 4 through 27. Also, enler on Form 1040, !lno 36. the larger 01
this amount or your standard deduction.
YES. Your deduction ma be limited. See a e A-6 for tho amount to enter.
For Paperwork Reduction Act Notice, see Form 1040 Instructions. EEA
I
Tol.:lt
itemized
Oeductlons
I
I
J
I
] . ~
27
1,278
Schedule A (Form 1040) 199B
4
75
76
I
I
I
,
I
I
II
I
I
I
,
I
I
I
\
I
I
I
I
I
.
I
.
I
SChedule. MB Form 1040 1999
Namo(s) shown on Form 1040: 00 not .nl., "am' and SoclAlltcuntvnumbl' II thown on alh.r lid..
DOROTHY A MARTZ
OMB No, 1S45-oo74 p. a 2
Vour ooclol .ecurlly number
202-42-5960
Anaehmanl
So uoneo No, 08
Schedule B-Interest and Ordinary Dividends
Parll
Interest
Note: 11 oU had ovor $400 In toxable Interest Income. ou must also com 1010 Port III.
I USI nama 01 payor. II any Inlo,ooll. f,om a .01l0r-IInanead mongago end Iho
buyor usod Ihe p,opony no a porsonal ,a.ldonea, soo pogo B-1 and 1I.llhl.
Interest first. Also. shoW that buyer's social security numbor and addross
~
Amount
(500 pago. 20
and B-1.)
163
HARRIS SAVINGS BANK
Nol.: II you
received a Form
1099-INT, Form
1099-010, or
subslltule
statement from
a brokerage nrrn,
IIsllhe firm'.
nama no Ihe
payer and enter
Iho 10lallnlore.1
shown on thai
form.
Parll!
Ordinary
Dividends ' .
2 Add Iho amount. on line 1 ..,..."......,....,..,.".
3 Exeludablolnlo,o.1 on .erlo. EE U.S, saving. bonds Issued aher 19B9 Irom Form
B915, IInol4. YOU MUST anaeh Form B915 10 Form 1010 .,...,...
4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line Sa
ote: II ou had over 400 In ordlna dividends ou must also com lele Part III.
S Ust name of payer. Include only ordinary dividends. Report any capital gain
distributions on Schedule 0, Une 13 ...
2
163
3
4
163
~
Amount
(Soe page. 21
and a-I,)
.
\
II
I
I
Nol.: II you
received a Form
1099-D1Vor
subslltule
statement lrom
a brokerage firm,
list the firm's
name as the
payer and enter
Ihe ordinary
dividends shown
on that10rm.
5
.
6 Add tho amounts on line 5. Enter the total here and on Form 1040. line 9. . . .. ... 6
Vou mu,' eomplele Ihl. pan il you (a) had over $400 ollnle,est or ordinary dlvldand.; (b) had a forolgn
account; or (c) received a distribution from. or were a grantor of, or a transleror to, a foreign trust.
7a At any time during 199B, dId you havo an interostln or a signature or other authorlly over a financial
account In a foreIgn country, such as a bank account. securities account. or other IInanclal
account? See page 8-2 lor exceptions and 'IIlng requirements lor Form TO F 90-22.1
b If "Ves," enter the name 01 the foreign country ...
8 During 199B, did you receive a distribution lrom. or were you the grantor of, or transleror to. a
forel n trust? It "Yes," au ma have to file lorm 3520. See a e B-2 ..........
For Paperwork Reduction Act Notice. see Form 1040 Instructions. EEA
Ve. No
Parllll
Foreign
Accounls
and Trusls
(Seo
page B-2.)
....... .
Sehedul. a tForm 1040) 199B
, ,
EMPLOYEEN A n l' ~ . 1111 p(l'r ~ '" ~
EMF. NO. OVERTIME HOLlOAY SPECIAL
::,:J. . 0~ ,1111 ,110
REGULAR VACATION SICK rOT.\LHRS.
A 11.0 \1 Ail,llll
HEPFER'SlTIUlE-VAWJE,HOME CENTER
. .
CHECK NO,
0003470
: . . EARNlNGSiii- .... .:.. I'. ,,1.. .:.....:\..:I~
REaULA~
VACATION
SICK
tiJIl.01l
CVERTIME
,Il~
HOLIDAY
.IHl
SPE.:IAL
. IlCI
,110
. TAXESlWmutOl.DIHGSi ..
FICA STATE 'N,).1 TAX U~llC"
4 A, 41i 1 7 . ~ ~ . 1111
FEDERAL W,H TAX OTHER ST. 'N,H LOo\N
Al . Oil ,00 .Ihl
CliY W,H TAX GAFrdSH
I; . 4 0 .nll
GReSS h J'1I1. <HI F:O. 'N.H 7'\)(
FICA JP,9.1i1l sn TE '''Ui -:,\x
.. , ";;:"1'" .. - GROSS PAY
nJIl. \10
,1111 ,011 .1111 TOTAL TAXES WIH
l;J.~H
. Oil .00 .1111 TOTAL OTHER TAXES
.1111
.nll TOTAL VOL. OED.
.IlO
7 'I', . i' II OTHE~ ST. 7AX . III! NET PAY
1 "1 '; . ~ ~1 cr:""'.'I.Hi,.\x n4,IHl J A; . "7 :
R~glJ I n I' ra r. A I P. . II il I!
. . I .
INCOME:
Employer:
Type of work:
Pay period (biweekly):
Gross pay per pay period:
Federal Withholding:
Social Security:
Local Wage Tax:
State Income Tax:
Retirement:
Savings Bonds:
Credit Union
Life Insurance:
Health Insurance:
Net pay per pay period:
OTHER INCOME:
Alimony
EXPENSES:
Home:
Rent
Maintenance
Utilities:
Electric (heat and air conditioning inc)
Telephone
Refuse
Employment:
Public transport
Lunch
Taxes:
Personal Tax
Insurance:
Renters
Automobile
Life
Accident
Health
. " .
I
(<.,
1,\,
i( \
f,,:
l' ,
I"
1.",'1
. I
J
/ :
Tmc Valuc
Cashier
$8 OO/hour
$640 00
$ 8100
$ 48,96
$ 6.40
$ 1792
$ 000
$ 000
$ OOQ
$ 000
$ 000
$ 485 72
.
t
MONTHLY
$ 177 17 (Bi-weekly)
MONTHLY
$295.00
0.00
38.00
22,00
11.00
.00
86.90
12.00
6,67
50.00
.00
.00
.00 (Husband took Wife off ofInsurance)
2
. . . ,
. . . ,
v,
IN THE COURT or COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO: 98-545
DOROTHY A. MARTZ,
Plaintifl'
PAUL K, MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
CERTIFICATE OF SERVICE
I, Barbara Sumple-Sullivan, Esquire, do hereby certifY that on this date, I served a true and
correct copy of the foregoing PRE-TRIAL STATEMENT, in the above-captioned matter upon the
following individual(s) by first class mail, postage prepaid, addressed as follows:
Debra Denison Cantor, Esquire
Reager & Adler, P.C,
2331 Market Street
Camp HilI, PA 170
/.
Barbara Sumple-Sullivan, Esquire
Attorney for Plaintiff
549 Bridge Street
New Cumberland, P A 17070-1931
(717) 774-1445
Supreme Court 1.D. No. 32317
DATED: November 5,1999
IN THE COURT OF COMMON PLEAS, CUMBERLAND CO., PENNSYLVANIA
DOMESTIC RELATIONS SECTION
DOROTHY A. MARTZ,
DOCKET NO, 98-545 CIVIL
Plaintiff
PACSES CASE NO. 163100736
DR 28338
v,
PAUL K. MARTZ,
Defendant
PRAECIPE TO WITHDRAW SUPPORT APPEAL
TO THE PROTHONOTARYand
DOMESTIC RELATIONS OFFICE
Please withdraw the support appeal filed by Paul K. Martz on or about December II, 2000,
Respectfully submitted,
Date: L.{,. 3/0\
By:
Joanne arrison Clough,
lD #36461
2331 Market Street
Camp Hill, PA 17011
717-763-1383
Attorneys for Defendant
REAGER & ADLER, PC
- C'J ~
'e; N
~ ..:J :,:)<
t.,!.! o;.:"'~ r)-
2~." - bz;
~c
')..... c_ :~~
c:,\";:', "-
c(l -....ff)
" ''.12
:-f\'-:~ I ;~.c:Z
...1, rY ',.i.lu..!
...- -.... c~ ':.Dt"l.
, "'" ::~
II. :-.J
(....1 <:) (.)
-
,
,. Dorothy A, M~rtz
Plaintiff
lJEG 0 7 2001 L (I
IN TIlE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYL V AN/A
.
CIVIL ACTION - LA W
Paul K. Mllrlz
Defendant
NO, 9R-545
DOMESTIC ImLATIONS OIWEI{
I. This Domcstic Rcl~lions Ordcr ("DRO") crcatcs IInd rccognizcs Ihc cxistcncc ofthc
Altcrnate PIlYcc's right to rcccivc ~ portion of Ihe bcnclils p~y~blc with rcspcclto thc I'articip~nl. It is
intcndcd to constitute 11 DRO Acccplablc For I'roccssing undcr Iinlll rcgul~tions issucd by thc Officc of
Pcrsonncl Managcmcnt ("OI'M"),
2, This DRO rcllltcs to thc provision ofmurilal propcrly righls 10 thc i\lIcrnate Paycc pursuant
to the Marital Scttlcment Agrcemcnt dalcd Murch 26, 200 I,
3. This DRO applics 10 thc Civil Scrvicc Retiremcnt Systcm ("Plan") and any succcssor
thcrcto, Paul K, Martz ("I'urticipant") is a Purticipant inthc Plan, Dorothy A, Murlz ("Altcrnatc Paycc") is
the Allernate Payce for the purposcs of this DRO,
4, The Participant's name, mailing addrcss, Social Sccurity numbcr and dalc of birth arc:
Mr. Paul K, Martz
611 Wallon Strcet
Lemoyne,I'A 17043
Social Sccurity No,: 191-42-7743
Datc of Birth: Dccembcr 30, 1950
5. The Allcrnale Payec's namc, mailing address, Social Sccurity number and datc of birth arc:
Ms. Dorothy A, Martz
923 E Boslcr A vcnuc
Lcmoync,I'A 17043
Sociul Sccurity No.: 202-42-5960
Datc of Birth: April 30, 1951
It is thc rcsponsibilily ofthc Allcrnatc Puycc to kccp a currcntmailing addrcss on filc with
the Plan at all limes,
DRO
Pogo 2
6. Tho Alternnte Pnyeo is entilledto a portion of tho Participnnt's Gross Monthly Annuity
undor tho Plan as set forth bolow, The OPM is hereby directed to pny Alternato Payeo's sharo
directly to Alternate Pnyee.
7. This DRO assigns to Alternate Payee an amount equal to 60.00% of the Participant's
Gross Monthly Annuity accrued ns of March 2, 1997, based upon the Participant's service as of
that date and based upon the Participant's high three year average salary as of that date. The
Gross Monthly Annuity is the Participant's total annuity without any deductions that are
withheld for any reason, In addition to the above, when COLA's arc applied to Participant's
retirement benefits, the same COLA shall apply to the Alternato Payee's share.
8. Payments to Alternate Payee shall commence the date payments commence to the
Participant. Participant agrees to arrange or to execute all forms necessary for the OPM to
commence payments to the Alternate Payee in accordance with the terms of the DRO.
9. Payments shall continue to Alternate Payee for the remainder of the Participant's
lifetime. If the Alternate Payee dies before the Participant, the Alternate Payee's share of the
Participant's pension shall be paid to her estate.
10. The Alternate Payee is awarded the maximum possible former spouse survivor annuity
based upon the Participant's Gross Monthly Annuity accrued as of March 2,1997. This former
spouse survivor annuity applies if the Participant dies before his benefits commence of if the
Participant dies after his benefits commence, The costs associated with providing this former
spouse survivor annuity coverage shall be divided equally by the Participant and the Alternate
Payee, Participant agrees to take all necessary steps to elect Alternate Payee as designated
beneficiary for the purposes of establishing and sustaining such former spouse coverage for
Alternate Payee.
11. If Participant leaves Federal service before retirement and applies for a refund of
employee contributions under the Plan, the Alternate Payee shall be entitled to a pro rata share of
such employee contributions. The marriage occurred on April 15, 1972, and the separation
occurred on Murch 2, 1997.
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Page 3
12, In no evenl shlllllhe Allel'l1ule Puyee have greuler benefils or righls olher than lhose
which are available lo lhe Parlicipunt The Alternule Payee is nol enlilled to any benefit not
otherwise provided by the Plan. The Alternate Payee is only enlilled lo the specific benefits
offered by the Plan os provided in this Order, All other righls, privileges and options offered by
the Plan not granted lo Alternate Puyee ore preserved for lhe Participant
13. The Plan sholl issue individual tux forms lo the Parlicipant and Allernate Payee for
amounts paid to each such person.
14, In the event that the Plan inadvertenlly pays to the Participant any benefits that ore
assigned to the Alternate Payee pursuant to the terms of lhis ORa, the Participant sholl
immediately reimburse the Alternate Payee to the extent that he has receivl'd such benefit
payments, and shall forthwith pay such amounts so received directly to the Allernate Payee
within ten (10) days of receipt. In the event the Plan inadverlently pays to the Alternate Payee
any benefits that are not assigned to her pursuant to the terms of this ORa, the Alternate Payee
shall immediately reimburse the Participant to the extent she has received such benefit payments
and shall forthwith pay such amounts so received direclly to the Participant within ten (10) days
of receipt.
15. In the event the Participanl makes 0 one-time irrevocable election to transfer into the
Federal Employees Retirement System ("FERS") before his retirement, then Alternate Payee shall
be entitled to a portion of the Participant's Basic Annuity and/or a Refund of employee
contributions under FERS calculated in a manner similar to that which is enumerated in Sections
7,8,9,10 and 11 above for the annuity and refund, respectively, and payable direclly from FERS,
Additionally, Alternate Payee shall be entitled to a former spouse survivor annuity payable under
FERS and determined in a similar manner to the survivor benefits set forth under Section 10
above. Further, such former spouse survivor annuity shall be payable direclly from FERS.
16. If Participant takes any action lhat prevents, decreases, or limits the collection by
Alternate Payee ofthe sums lo be paid hereunder, he shall make payments to Alternate Payee
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PlaintitT
IN THE COURT OF COMMON PLEAS
CUMBERLAND CO" PENNSYLVANIA
NO. 98-545
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DOROTHY A, MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
PAULK. MARTZ,
AFFIDAVIT OF CONSENT
.-
1.
A Complaint in divorce under section 3301(c) of the Divorce Code was filed on
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January 30,1998.
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2, The marriage ofPlaintitTand Defendant is irretrievably broken and ninety (90)
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days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of
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intention to request entry of the decree.
I verify that the statements made in this affidavit are true and correct. I understand that
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false statements herein are made subject to the penalties of 18 Pa.C.S, ~ 4904 relating to
unsworn falsification to authorities.
Date:l1!;/ec)f ~~doO I
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DOROTHY A, MARTZ,
Plaintin.
IN THE COURT OF COMMON PLEAS
CUMBERLAND CO" PENNSYLVANIA
NO, 98.545
,
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PAUL K, MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER
~ 3301(c) OF THE DIVORCE CODE
1, I consent to the entry of a final Decree of Divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property, lawyer's
fees or expenses if! 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 affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to
unsworn falsification to authorities,
Date: .4!/tC,(- o1f.J(/() I
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PA L'K. MARTZ
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Thc partics furthcr dcclarc that cach is cxccuting thc ^grccmclll frcely IlIllI vohllllllrlly huvlllg
eithcr obtaincd sufficicnt knowlcdgc and disclosurc of thcir rcspccllvc Icgul rights ulld ohllgllliolls,
or if counsel has not bcen consulted, cxprcssly waiving Ihc right 10 ohluln such knowlcdgc, Thc
parties each acknowlcdgc that this Agrccmcnt is fall' ullll cquituhlc ulld is nollhc rcsullof ullY fl'lllld,
coercion, duress, unduc influcncc or collusion.
2. DIVORCE ACTION.
The parties acknowledge that their marriagc is irrctrievuhly hrokcllulld thutthcy shull sccure
a mutual consent no fault divorce pursuant to ~ 3301(c) of the Divorce Code, The purties ugree to
execute Affidavits of Consent for divorcc and Waivcrs of Notice of Intenlion to Rcquest Elltry of
a Divorce Dccree concurrcntly with the cxecution of this ^greement.
This Agreement shall rcmain in full force and effect after such time us a finul decree in
divorce may be entered with respect to the partics, Thc parties agree thulthe terms of this Agreement
shall be incorporated into any Divorce Decrec which may be enlered with respcct 10 them ulld
specifically refcrenccd in the Divorce Decrcc, This Agreemcnt shull nolmcrge with the divorec
decree, but shall continue to have indcpcndent contractual sigllificunce,
3. DATE OF EXECUTION.
The "date of execution" und "cxcculion dule" of Ihis ^grcemcllt shull he defincd us the dutc
upon which it is executed by thc partics if they huve cuch cxcculcd thc ^grcemcnt Oil the sume datc,
Otherwise, the "datc of cxccution" or "cxccutioll dUlc" of this ^grccmclll shull he dcfincd us the dutc
of execution by thc party lust cxcculing this ^grccmcllt.
I'III(C 201' 1:1
4, MUTUAL RELEASES.
Each party absolutely and unconditionally release the other and the estate of the other from
any and all rights and obligations which cither may have for past, present, or future obligations,
arising out of the marital relationship or otherwise, including all rights and benefits under the
Pennsylvania Divorce Code of 1980, and amendments except as described herein.
Each party absolutely and unconditionally releases the other and his or her heirs, executors,
and estate from any claims arising by virtue of the marital relationship of the parties. The above
release shall be effective whether such claims arise by way of widow's or widower's rights, family
exemption, or under the intestate laws, or the right to take against the spouse's will, or the right to
treat a lifetime conveyance by the other as testamentary or all other rights of a surviving spouse to
participate in a deceased spouse's estate, whethcr arising under the laws of Pennsylvania, any state,
Commonwealth, or territory of the Unitcd States, or any other country.
Except for any cause of action for divorce which either party may have or claim to have, each
party gives to the other by the execution of this Agreement an absolute and unconditional release
from all claims whatsoever, in law or in equity which either party now has against the other.
5. FINANCIAL AND PROCEDURAL DISCLOSURE.
The parties confirm that each has relied on the accuracy of the financial disclosure of the
other as an inducement to the execution of this Agreemcnt. Each party understands that he/she had
the right to obtain from the other party a complete inventory or list of all property that eithcr or both
parties owned at the time of separation or currently and that each party had the right to have all such
property valued by means of appraisals or otherwise. Both parties understand that they have right
to have a court hold hearings and make decisions on the mailers covered by this Agreement. Both
Page 3 of 13
parties hereby acknowledge that this Agrecment is fllir IIIllI Cqllitllhlc, IInd thlltthc lcrm~ IIdcqlllllcly
provide for his or her interests, and that this Agrccmcnt Is nol IIICKllhof fl'lllld, dmc~~ 01' IIndllc
influence exercised by either party upon the olhcl' or hy IIny pcrsonol' pCl'sons upon chhcl' Pllrly,
6. SEPARATION/NON-INTERFlml!NCE,
WIFE and HUSBAND may and shall, alall timcs hCICllnCr, IIvc scpal'lIlc IInd IIplllt. Thcy
shaH be free from any interference, director Indirect, hy Ihc olhcl' in 1111 ICSpCCts liS fully liS ir thcy
were unmarried. Each may, 1'01' his or hcr scpllrlltc use or hcncfil, condllcl, cllrry onllnd cngllge in
any business, occupation, proression oremploymcnt which to him or hcr mllY scemlldvisllblc, WIFE
and HUSBAND shaH not harass, disturb, 01' mlllign cllch othcr 01' thc rcspcctivc rllmilies or eaeh
other,
7. REAL PROPERTY.
The parties were the joint owners or real properly loclltcd lit 310 Woodland Avenue, New
Cumberland, Pennsylvania. Said property was sold in October or 1997. The proceeds from the sale
of the marital home have been divided by the pllltics with cllch rccciving Eightccn Thousand, Six
Hundrcd and Forty Seven Dollars and 29/100 ($IS,647,29) rrom the sulc.
S, DEBTS.
The parties indicate that there is no joint debt to be resolved under this Agreement.
If a party has acquired debt, the parties agree that each shall assume full und complete responsibility
for his or her own debts.
HUSBAND represents IInd wllrranls to WIFE that since the separution he has not, and in the
ruture he willnol, contrllct or inclIl' IIny dcht or liability for which WIFE or her estate might be
Pllgc" of 13
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rcsponsiblc, and hc shall indcmnify and savc WIFE harmlcss from any and all claims or dcmands
madc against hcr by rcason of such dcbts or obligations incurrcd by him sincc thc datc of said
scparation, cxcept as othcrwisc sct forth hcrcin.
WIFE rcprescnts and warrants to HUSBAND that sincc thc scparation shc has not, and in thc
futurc shc will not, contract or incur any dcbt or liability for which HUSBAND or his cstatc might
be responsible, and he shall indemnify and savc HUSBAND hannless from any and all claims or
dcmands madc against him by reason of such debts or obligations incurrcd by hcr sincc thc datc of
said separation, except as othcrwise sct forth hercin,
9, INVESTMENTS
Thc parties were owners of jointly hcld marital savings bonds which wcre cashcd in by WIFE
on March 11, 1997 and deposited into the marital account for the paymcnt of joint dcbts.
HUSBAND hcreby waivcs any right, titlc and intcrcst hc may have in said bonds or thc procceds.
Any and all marital bonds in HUSBAND'S posscssion shall becomc his propcrty and WIFE waivcs
any right, title and intercst to said bonds and thc intcrcst camcd thcrcon,
10. RETIREMENT BENEFITS.
HUSBAND is thc owner of a pcnsion through his cmployment with the Fcderal Govcmment.
HUSBAND's CSRS Pcnsion has an estimatcd marital valuc of Forty Scvcn Thousand, Two
Hundred and Fourtecn Dollars and 711100 ($47,214.71). WIFE shall bc entitled to fifty perccnt
(50%) of thc marital portion of this pcnsion and shall be entitlcd to survivor bcnefits in the amount
of this marital portion, alonc. HUSBAND must elect a rctiremcnt option which provides for this
survivor benefit. WIFE shall bc entitled to all costs of living incrcases or interest applicable to her
marital sharc. HUSBAND agrees to draft a Qualified Domestic Relations Ordcr at his expense for
Page 5 of 13
submission to the employer und the Court upon approvul by WIFE's counsel. It is the intention of
both purties to druft and secure a Quulified Domestic Relations Order within 90 duys of the date of
execution of this Agreement. HUSBAND ugrees to give WIFE's counsel 60 duys notice of his
intention to mllITY until such time us the Quulified Domestic Relutions Order is entered by the Court.
WIFE is the owner of two (2) retirement funds from her employment with the Federul
Government. The gross proceeds of those funds wus Three Thousund, Four Hundred und Two
Dollurs und 30/100 ($3,402.30) at the time of sepurution, WIFE cushed in those benefits, und
HUSBAND hereby wuives his right, title und interest thut he muy huve hud to those benefits,
The purties wuive uny und ull other retirement benefits obtuined by the purties post
sepurution. The individuul who holds suid benefits shull own the property solely und individuully.
Euch purty wuives their right to title und interest to the other purty's benefit.
1 I. BANK ACCOUNTS.
WIFE is the owner of u checking uccount held ut Harris Suvings Bunk. HUSBAND is the
owner of u checking uccount ut Hurris Suvings Bunk. The purties were joint owners of checking
uccounts held ut Hurris Suvings. All suid uccounts huve been divided by agreement of the purties.
Each purty waives uny right, title und interest thut he or she may huve in uny uccount, held
individually by either purty, ut the time of the execution of this Agreement.
12, PERSONAL PROPERTY.
The purties hereto mutuully ugree thutthey have divided ull furniture, household furnishings
und personul property between them in u manner agreeable to both purties. The purties mutuully
ugree thut euch purty shull from und after the dute of this Agreement be the sole und sepurute owner
of all tungible personul property in his or her possession. Notwithstunding the ubove, within ten (10)
Page 6 of I3
days of the execution of this Agreement, HUSBAND shull deliver tu WIFE'S friend's home II
helldbollrd, bedfrume, two night stllnds, tri mirrored dresser, chest of druwers, IInd 1111 approprillte
hardware for said furniture IInd a white Cannondale bicycle and a blue metal curt, HUSBAND
agrees to deliver or have said items delivered to 945B Bosler A venue and use due care and caution,
Said items shall be delivered in its current condition, WIFE shall not be present at said home at the
lime of delivery, said time to be arranged through counsel.
13. VEHICLES.
HUSBAND was the owner of a 1986 Voyager with an approximate Blue Book Value of Three
Thousand and Twenty Dollars ($3,020.00). WIFE hereby waives any right, title and interest that she
may have in said vehicle. HUSBAND is also the owner of a 1992 Saturn which WIFE has been
utilizing. HUSBAND agrees to transfer the lille of said vehicle to WIFE concurrenlly with the
execution of this Agreement and shall waive any right, tille and interest in said vehicle. HUSBAND
confinns there is no outstanding debt against this vehicle, HUSBAND shall select a auto dealership
or tag and title office to complete the transfer of ownership of this vehicle on March 26, 2001 and
execute any documents necessary to effectuate the transfer of this vehicle to WIFE. WIFE shall go
to said business entity to sign any necessary documentation to complete said transfer on March 26,
2001, In the event WIFE fails to cooperate in the transfer of said vehicle from HUSBAND to WIFE
by Friday March 30, 2001, then WIFE forfeits her right to receive said vehicle as part of her equitable
distribution.
This transfer is in lieu of WIFE's receipt of a 1995 Saturn which was left in the possession
of the parties' daughter. WIFE hereby agrees to waive any claims that she may have arising from the
Page 7 of 13
trunsfer of the vehicle to the daughter alllVor the value of said 1995 Satul'l1as It relates to the parties'
daughter and to HUSBAND,
14, CASH PA YMENT,
HUSBAND hereby agrees to make two (2) cash payments to WIFE, The first cash payment
of One Thousand Five Hundred Dollars ($1,500,00) on date of execution of Agreement. The second
cash payment of One Thousand Five Hundred Dollars ($1,500.00) is due 90 days thereafter. Each
cash payment shall be delivered to WIFE's counsel, Barbara Sumple-Sullivan, 549 Bridge Street,
New Cumberland, Pennsylvania 17070.
15. ALIMONY, SUPPORT. AND ALIMONY PENDENTE LITE,
HUSBAND agrees to pay to WIFE the sum of Three Hundred Dollars ($300.00) per month
as alimony beginning upon the entry of the divorce decree and continuing for 36 months thereafter.
Said amounts and duration of alimony shall not be modified upward or downward for any reason and
the parties release any rights they may have to seek modification with respect to the provisions of this
paragraph. However, alimony will be terminable at the death of either party, WIFE's remarriage
andlor cohabitation with H. George Lenhart or any other adult member of the opposite sex who is
not a blood relative. The payments outlined in this provisions shall be taxable income to WIFE and
tux deductible to HUSBAND. The alimony payments will be made through the Domestic Relations
Office. WIFE shall prepare the appropriate alimony order for filing, HUSBAND and WIFE agree
that in the event of HUSBAND's death prior to the expiration of HUSBAND's alimony obligation,
then any outstanding amount due under the terms of this Agreement at the time of HUSBAND's death
shall be paid by HUSBAND's estate.
16. ATTORNEY FEES. COURT COSTS.
Page 8 of 13
Each party hereby agrees to be solely responsible for his or her own counsel fees, costs and
expenses, Neither shall seek any contribution thereto from the other except as otherwise expressly
provided herein.
17, UNREIMBURSED MEDICAL EXPENSES
Pursuant to the Support Order dated March II, 1999, HUSBAND is responsible for 65% of
WIFE'S unreimbursed medical expenses after she reached the $250.00 deductible. WIFE has
presented HUSBAND with a total of $3,656,28 in medical bills for the calendar year 2000.. The
unreimbursed portion after the $250.00 deductible $3,406.28.
The parties agree that HUSBAND and WIFE shall resubmit all said bills which have not been
accepted or covered by insurance to date, In the event WIFE has difficulty in doing so, HUSBAND
will provide any and all information regarding the plan which is necessary, WIFE may contact the
plan at 1-800-410-7778 or www.mhpb.com upon approval, WIFE shall receive the insurance
coverage payment in full. HUSBAND shall then pay 65% of the unpaid or non-covered balance
within 90 days of notification of partial reimbursement or denial of reimbursement. The parties
further agree that in consideration of HUSBAND tendering to WIFE the sum of $ 138,51
contemporaneously with the execution of this Agreement, HUSBAND shall have no further liability
whatsoever for medical expenses of WIFE incurred from January 1, 2001 and thereafter, HUSBAND
may submit for reimbursement of any of WIFE's 2001 medical expenses and any reimbursement
monies received may be credited against any outslanding obligation he has for WIFE's noncovered
2000 medical expenses. In the event there is not further reimbursement or covered expenses for
WIFE in 2000, then HUSBAND's is obligated to reimburse WIFE 65% of $ 3,406.28 or $2,214.08
within sixty days of receipt of a final rejection of all of said expenses by the carrier in their entirety
Page 9 of 13
20, MUTUAL COOPERATION,
WIFE and HUSBAND shall mutually cooperate with each other in order to carry through the
terms of this Agreement, including but not limited to, the signing of documents,
21. VOID CLAUSES,
If any term, condition, clause or provision of this Agreement shall be determined or declared
to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be
stricken from this Agreement, and in all other respects this Agreement shall be valid and continue in
full force, effect and operation,
22. APPLICABLE LAW.
This Agreement shall be construed under the laws of the Commonwealth of Pennsyl vania.
23. ENTIRE AGREEMENT.
This Agreement contains the entire understanding of the parties, and there are no
representations, warranties, covenants or undertakings other than those expressly set forth herein.
24. CONTRACT INTERPRETATION.
For purposes of contract interpretation and for the purpose in resolving any ambiguity herein,
the parties agree that this Agreement was prepared jointly by the parties.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals of the day first
above written.
Page 11 of 13
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DOROTHY A, MARTZ,
PllIinliff,
: IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY. PENNSYLVANIA
v.
NO,: 98-545
Defendllnl
CIVIL ACTION - LAW
IN DIVORCE
PAUL K, MARTZ,
MOTION FOR APPOINTMENT OF MASTEI~
(Pursullnt to R,C.P, i920.74)
Defendunt moves the court to uppoint a Muster with respect to Ihe following c1l1ims:
( X ) Divorce ( X ) Distribution of Property
( ) Annulment ( ) Support
( X ) Alimony ( X ) Counsel Fees
( X ) Alimony Pendente Lite ( X ) Costs and Expenses
und in support of the motion states:
(I) Discovery is complete us to the claim(s) for which the lIppointment of a Master is requested,
(2) Plaintiff, Dorothy A. Martz, has appeared in the action by her allorney, Barbara Sumple-Sullivan,
Esquire, 549 Bridge Street, New Cumberland, IJennsylvunia, 17070.
(3) The statutory ground(s) for divorce arc 3301(c).
(4) Delete the inapplicable paragraphs(s):
(a) The actioR is Rat caRteStee.
(b) An Agreement has been reached with respect to the following claims:
An Alimony Pendente Lite order was entered on March 11, 1999.
(c) The action is contested with respect to the following claims:
Alimony, Equitable Distribution, and Counsel fees and costs.
(5) The action does not involve compiex issues of iaw or fact.
(6) The hearing is expected to take lday.
(7) Additional information. if any, relevant to the motion: None.
Date: September 9. 1999
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DOROTHY A, MARTZ.
PluilllifT.
: iN TIlE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,PENNSYLVANIA
v,
NO,: 911-545
PAUL K. MARTZ,
CIVIL ACTION - LA W
IN DIVORCE
Defendalll
DEFENDANT'S PETITION TO RAISE CLAIMS llNl>lm Tim mV()I(CE CODE l'lmSllANT
TO l'n.R.C.I'. 1920.15(h)
AND NOW comes. Defendalll, Paul K, Martz, hy and through his altomeys. Reager & Adler,
p,c. and files this Petition to raise claims under the Divorce Code pursumll to Pa.R.C.P, 1920. i5(b) us
follows:
i. A No-Fault divorce aclion was filed on or aboul January 30. 1998 by Plaintiff. Dorothy
A.Martz.
COUNT I
ADULTERY
2, Paragraph one (1) of this Petition is incorpomted herein by reference.
3, Through the course of the marriage. Plaintiff engaged in adulterous affairs the detriment
of the marital relation.
WHEREFORE, Defendant respectful!y requests the court to enter a decree of divorce pursuant to
3301(a) of the Divorce Code.
Respectfully Submilted.
ImAGER & ADLER, I'C
Date: February 12. i 999
By: !
Altomeys for Defendant
"
CERTIFICATE OF SERVICE
AND NOW, this 16th day of FcbrulIry,1999, i hereby verify tball have caused 1I1rue and
correcl copy of the foregoing documenl, DEFENDANT'S PETITiON TO RAISE CLAIM UNDER THE
DIVORCE CODE PURSUANT TO Pa, R.C.P. 192{),15(b), 10 be placed in lhe U.S. mail, first class,
postage prepaid and addressed as follows:
BARBARA SUMI'LE-SULLlV AN, ESQUIRE
549 BRIDGE STREET
NEW CUMBERLAND, I'A 171170-1931
REAGER & ALDER, P.c.
By:
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COMPUTER SUPPORT, INC.,
IN TIlE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
Plninti 0',
v.
No, 98-545 Civil
EXEL LOGISTICS, INC" W. ROBERT
TYRRELL, DALE R. SWARTZ, nnd
COLLEEN R. STOUGH,
Civil Action
Defendnnts,
COMMITMENT OF QUALIFIED PERSON
PURSUANT TO PROTECTIVE ORDER
I hereby affirm that: (I) I have received and rend a copy of the Stipulntion and Order
Providing For Confidential Treatment of Documents, Testimony nnd Information dnted
December 15, 1998, entered herein by the Court; (2) I understand the terms thereof and agree to
be bound thereby; and (3) I am aware that a violation of such Order may result in a finding of
contempt of Court.
:J!:.6 '?2- 5~T:r-
Exel Logistics, Inc,
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CERTIFICATE OF SERVICE
[hereby certify that the foregoing Commitments of Qualilied Person Pursuant to Protective
(,
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Order, one each for W. Robert Tyrrell and Dale R. Swartz, have been served by regular U.S. mail,
postage prepaid this 16th day of August, 1999, upon the following:
'<
Allen C. Warshaw, Esq.
Jennifer L. Murphey, Esq,
DUANE, MORRIS & HECKSCHER LLP
305 North Front Street, 51h Floor
P.O. Box [003
Harrisburg, Pennsylvania 17108-1003
.
Attorneys for Plaintiff Computer Support, Inc.
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PACSES II) lit 63 i01l736
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DOROTHY A. MARTZ,
I'laintiff
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INTI I t: COURT 01' COMMON I'I.I:AS
CUMIII:RI.AND COUNTY, I'I:NNSYI,V ANIA
DOMI:STIC RI:I.ATIONS SI:CTION
CIVil. ACTION - I.A W
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PAUl. K. MARTZ,
Dcfcndant
NO. HIl - 545 CIVIl. TI:RM
ORDER OF COURT
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AND NOW, this 11th day of March, 1999, based upon thc Court's detcrmination that
Petitioner's monthly nct income/earning capacity is $N/A per month and Rcspondent's monthly net
income/earning capacity is $N/ A per month, it is hereby Ordcred that the Respondent pay to the
Domestic Relations Section, Court of Common Picas, $410.00 a month payable biwcekly; $i 77.17 as
current alimony pendente lite and $11.51 towards arrears, The ctTcctivc datc of this order is 2- i 0-99.
Arrears set at $684.23 as 00-11-99, First payment due with dcfendant's next pay and to continue
until wage attachment is effective,
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OTHER CONDlTIONS:
The APL shall be reduced to $328.00 per month etTective 4-1-99 pursuant to the parties'
agreement of March 10, 1999, paragraph two.
Wife will pay the first $250.00 in unrcimbursed medical/dental expenses pursuant to the
parties' agreement of March 10,1999, paragraph three,
i
,
Collection fee of$26.00 shall be paid to the Domestic Realtions Section within ten days upon
receipt of this Order.
Unreimbursed medical expenses arc to be paid 65% by dcfendant and 35% by plaintiff.
Defendant to provide medical insurance coverage. Within thirty (30) days after the entry of this order,
the Defendant shall submit to the PlaintitTwritten proof that medical insurance coverage has been
obtained or that application for coverage has been madc. Proof of coverage shall consist, at minimum,
of: 1) the name of the health care coverage provider(s); 2) any applicable identification numbers; 3)
any cards evidcncing coverage; 4) the address to which claims should be made; 5) a description of any
restrictions on usage, such as prior approval for hospital admissions, and the manner of obtaining
approval; 6) a copy of the benefit booklct or coverage contract; 7) a description of all deductibles and
co-payments; 8) five copies of any claim forms,
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September q, 1999
Other Income:
WEEK
Interest
Dividends
Pension
Annuity
Social Security
Rents
Royalties
Expense Account
Gifts
Unemployment Compo
Worker's Comp,
Child Support $
Total 1 Q,.QQ 1
TOTAL NET 1
MONTHLY INCOME
MONTH
Q,.QQ 1
1,722.92
YEAR
EXPENSES WEEK MONTH YEAR
Home
Mortgage/rent i 718.00
Maintenance i 100.00
Utilities
Electric i 50.00
Gas i 30.00
2
Q..QQ
o:IWPoOCSIoOMESTICllneomeExp & 1nvenlorylmartz.l&e.wpd
Sopfember~, 1999
EXPENSES WEEK MONTH YEAR
Oil i 0.00
Telephone i 30.00
Water i 30.00
Sewer i 10.00
Employment
Public i 0.00
Transportation
Lunch i 20.00
Taxes
Real Estate i 0.00
Personal i 0.00
Property
Income i 0.00
Insurance
Homeowners i 100.00
Automobile i 57.00
Life i 10.00
Accident i 0.00
Health i 140.00
Other i 0.00
Automobile
Payments i 127.00
Fuel i 40.00
Repairs i 40.00
Medical
Doctor i 30.00
3
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Sep,tember 8, 1999
EXPENSES WEEK MONTH YEAR
Dentist ! 10.00
Orthodontist ! 0.00
Hospital ! 0.00
Medicine ! 6.00
Special Needs
(glasses, ! 10.00
braces,
orthopedic
devices)
Education
Private School ! 0.00
Parochial ! 0.00
School
College ! 0.00
Religious ! 0.00
Personal
Clothing ! 10.00
Food ! 200.00
Barber/haJrdresse ! 0.00
r
Credit Payments
Credit card ! 60.00
Charge Account ! 0.00
Memberships ! 0.00
Loans ! 0.00
Credit Union ! 0.00
Miscellaneous
4
o:\WPoOCSIoOMESTICllneomeE,p & Invenlorylmartz,l&e,wpd
Se~lembor 8.. 1999
EXPENSES WEEK MONTH YEAR
Household help i 0.00
Child care i 0.00
Papers/books i 5.00
/magazines
Entertainment i 0.00
Pay TV i 26.00
Vacation i 0,00
Gifts i 0.00
Legal fees i 30.00
Charitable i 5.00
contributions
Other child support i 0.00
Alimony payments i 400.00
Other i 0.00
Total Expenses i Q.QQ i 2.294,QQ i g.QQ
INSURANCE
Company
Policy No.
H
Coverage"
W C
Hospital
Blue Cross
Other
Medical
Blue Shield
Other
Health/Accident
Disability Income
Dental
Other
Mail Handlers
452
X
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S:\WPoOCS\00MEST1C\lncornoE,p & Invonlory\mortz.lnv,wpd
Augusl5, 1999
DOROTHY A. MARTZ,
Plaintiff,
: IN TI-IE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
';
i
v.
NO.: 98-545
PAUL K. MARTZ,
CIVIL ACTION - LA W
IN DIVORCE
Defendant
INVENTORY
OF
PAUL K. MARTZ
..
Defendant files the following inventory of all property owned or possessed by either party at
the time this action was commenced and all property transfell'ed within the preceding three years.
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Defendant verifies that the statements in this inventory are true and correct. Defendant
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understands that false statements herein are made subject to the penalties of 18 Pa.C.S. ~ 4904
relating to unsworn falsification to authorities.
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Seplember 8, 1999
ASSETS OF PARTIES
Dcfcndant marks on thc list bclow thosc itcms applicablc to thc CIlSC lit bllr IInd itcmizc thc IIsscts
on thc following pllgCS,
( ) I.
(X) 2,
(X) 3,
( ) 4,
(X)5.
(X) 6,
( )7,
( ) S,
( ) 9,
( ) 10,
( ) 11.
( ) 12.
( ) 13.
( ) 14.
( ) 15,
( ) 16.
( ) 17,
(X) IS.
(X) 19,
( ) 20,
( )21.
( ) 22.
( ) 23.
( ) 24.
(X) 25,
( ) 26.
RCIlI propcrty
Motor vchicles
Stocks, bonds, sccuritics IInd options
Certificlltes of deposit
Chccking IIccounts, cllsh
SlIvings IIccounts, moncy mllrket IInd sllvings ccrtificlltes
Contents of sllfc dcposit boxcs
Trusts
Life insurance policics (indiclltc fllcc vllluc, cllsh surrcndcr vlllue IInd current
bencficillrics)
Annuitics
Gifts
Inheritances
PlItents, copyrights, invcntions, roYllltics
Personal property outside the homc
Business (list 1111 owners, including pcrccntllge of owncrship, and officer/director
positions hcld by a pllrty with company)
Employment tcnnination bcnefits-scvcrancc pay, workcr's compensation claim/award
Profit sharing plans
Pcnsion plans (indiclllc cmploycc contribution and datc plan vests)
Rctiremcnt plllns, Individual Rctircmcnt Accounts
Disability paymcnts
Litigation claims (matured and unmatured)
MilitarylV A benefits
Education bencfits
Debts due, including loans, mortgages held
Houschold furnishings and personalty (includc as a total catcgory and altllch itemized
list if distribution of such assets is in disputc)
Other
2
(b)
Provide approximate date ~hen discovery will be complete
and indicate what action is being taken to complete
discovery.
q /;;w /19
, 'DATE
PLAINTIFF ( )
DEFENDANT 0<.)
NOTE: PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE FILING OF
PRETRIAL STATEMENTS UNTIL COUNSEL HAVE CERTIFIED THAT
DISCOVERY IS COMPLETE, OR OTHERWISE AT THE MASTER'S
DISCRETION.
AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL OR A
PARTY TO THE ACTION, IF NOT REPRESENTED BY COUNSEL,
INDICATING THAT DISCOVERY IS NOT COMPLETE, THE
DIRECTIVE FOR FILING OF PRETRIAL STATEMENTS WILL BE
ISSUED AT THE MASTER'S DISCRETION. HOWEVER, IF BOTH
COUNSEL, OR A PARTY NOT REPRESENTED, CERTIFY THAT
DISCOVERY IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED TO THE
MASTER'S OFFICE WITHIN TWO (2) WEEKS OF THE DATE SHOWN ON
THE DOCUMEN'.r.
.\1
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DOROTHY A, MARTZ,
Plainliff/Pctitioncr
IN THE COURT OF COMMON ('LEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
"
VS.
CIVIL ACTION - DIVORCE
.
PAUL K. MARTZ,
DcfcndantlRcspondcnt
NO. 911- 545 CIVIL TERM
IN DIVORCE
DR# 211,JJH
PlIC~C~# 16JIlI1I7J6
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ORDER OF COURT
AND NOW,this illth day of Fcbnmry. i999, . upon considcralion ofthc allachcd Pctilion for
Alimony Pcndcnle Lite and/or counsel fccs. it is hercby direcled that the parties and their rcspcclive
counsci appear bcfore R.J. Shaddav on March 10. 1999 al 9:00AM for a confercnce, at 13 N. Hanover
51., Carlisle, PA 17013. aner which the confcrence officer may rccommcnd that an Ordcr for Alimony
Pcndcnte Lite be enlercd,
YOU arc furthcr ordcrcd to bring to the conference:
,
(I) atme copy of)'our mosl rcccnt Fcdcral incomc Tax Rcturn. including W-2's as liIcd
(2) yonr pay stubs for the prcccding six (6) months
(3) Ihc Income and Expcnse Slatcmcnt allachcd to this ordcr. complctcd as rcquircd by Rulc
191O.11~'
(4) \'crilicalion of child care cxpcnscs
(5) proof of mcdical covcrage which )'onmay havc. or may have available to you
J
iF you r.1i1tO appcar for Ihc confcrcnec or bring the rcquircd documcnls. Ihe Court may issne a
"
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warrant for your arrest.
(
cc: Pclilioncr "~ .' "3 '
Respondenl fnCl"SL..0
Barbara Snmplc-Sul!iyan. Esq, ''\\G\:.'u
Dcbra Denison Cantor. Esq, ::)\':l.~ \qq
Dale of Ordcr: Fcbmary Ill. i 999
BY THE COURT.
Gcorgc E, Hoffer. Prcsidcm Judge
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R. J. ~hadday. Confercnce Officcr (j
YOU HAVE THE RIGHT TO A LAWYER, WHO MA Y ATTEND THE CONFERENCE AND
REPRESENT YOU. 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 MAY GET
LEGAL HELP.
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[
CUMBERLAND COUNTY BAR ASSOCIATION
2 LIBERTY AVE.
CARLISLE. PENNSYLVANIA l70n
(717) 249-3166
".
AMERICANS WITH DISABILITIES ACT OF 1990
The Court of Common Pleas of Cumberland County is required by law to comply with the
Americans with Disabilities Act of 1990. For information about accessible facilities and reasonable
accommodations available to disabled individuals having business before the court, please contact our
office, All arrangements must be made at least 72 hours prior to any hearing or business before the
court. You must attend the scheduled conference or hearing.
"
DOROTHY A. MARTZ,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
v.
: NO: 98-545
PAUL K. MARTZ,
Defendant
,I
: CIVIL ACTION - LAW
: IN DIVORCE
CERTIFICA TE OF SERVICE
i
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I, Barbara Sumple-Sullivan, Esquire, hereby certity that on this date, I served a true and
correct copy of the PETITION FOR ALIMONY PENDENTE LITE, in the above-captioned
,
matter upon the following individual, by United States first-class mail, postage prepaid, addressed as
follows:
Paul K. Martz
611 Walton Stree
Lemoyne, PAl 4
DATE: February 8, i999
1
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Barbara Sumple-Sullivan, Esquire
549 Bridge Street
New Cumberland, P A 17070-1931
(717) 774-1445
Supreme Court 1.0. 32317
Attorney for Plaintiff
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In the Court of Common PIcas of CUMBERLAND County, Pcnnsylvania
DOMESTIC RELATIONS SECTION
DOROTHY A, MARTZ ) Docket Number 99 545 CIVIL
Plaillliff )
vs. ) PACSES Case Number 163100736/D283'lB
PAUL K. MARTZ )
Defendalll ) Other Slate ID Number
Order
AND NOW to wit, this
NOVEMBER 29, 2000
it is hereby Ordered
that:
PURSUANT TO THE ORDER OF MARCH 11, 1999, HUSBAND IS TO PAY TO WIFE SIXTY
FIVE PERCENT (65%) OF $3,215.37 THAT TOTALS $2,OB9.99. HUSBAND IS TO MAKE
THE PAYMENT PAYABLE TO PA SCDU AND USE HIS SOCIAL SECURITY NUMBER AS
THE IDENTIFICATION IN THE MEMO OF HIS CHECK. THE PAYMENT IS TO BE SENT TO
THE CUMBERLAND COUNTY DOMESTIC RELATION SECTION AND MADE TO THE
A~TENTION OF THE DOMESTIC RELATIONS OFFICER. THIS AMOUNT REPRESENTS A TOTAL
OF UNREIMBURSEo MEDICAL EXPENSES PAID BY WIFE.
THE UNREIMBURSED AMOUNT OF $2,099.99 IS TO BE PAID IN FULL ON OR BEFORE
DECEMBER 29, 2000
BY THE COURT:
DRO: RJ Sbao:!jay
xc: plaintiff
defernant
Barbara Sunple-Su11Ivan. Esquire
Debra Denl son Cantor. Esqtll re
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JUDGE
~71 m! 'l?~ 'I.!':''n
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Form OE-520
Worker ID 21005
Service Type M
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Provide approximate date when discovery will be complete
and indicate what action is being taken to complete
discovery.
DATE
COUNSEL FOR PLAINTIFF ( )
COUNSEL FOR DEFENDANT ( )
NOTE: PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE FILING OF
PRETRIAL STATEMENTS UNTIL COUNSEL HAVE CERTIFIED THAT
DISCOVERY IS COMPLETE, OR OTHERWISE AT THE MASTER'S
DISCRETION.
AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL OR A
PARTY TO THE ACTION, IF NOT REPRESENTED BY COUNSEL,
INDICATING THAT DISCOVERY IS NOT COMPLETE, THE
DIRECTIVE FOR FILING OF PRETRIAL STATEMENTS WILL BE
ISSUED AT THE MASTER'S DISCRETION. HOWEVER, IF BOTH
COUNSEL, OR A PARTY NOT REPRESENTED, CERTIFY THAT
DISCOVERY IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED TO THE
MASTER'S OFFICE WITHIN TWO (2) WEEKS OF THE DATE SHOWN ON
THE DOCUMENT.
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OFFICE OF DIVORCE MASTER
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
9 North Hanover Street
Carlisle, PA 17013
(717) 240-6535
E. Robert Elicker, II
Divorce Masler
Traci .10 Colyer
Ollice Manager/Reporter
West Shore
697-0371 Ex!. 6535
October 18, 1999
Barbara Sumple-Sullivan
Attorney at Law
549 Bridge Street
New Cumberland, PA 17070
Debra Denison Cantor
Attorney at Law
REAGER & ADLER, P.C.
2331 Market Street
Camp Hill, PA 17011
RE: Dorothy A, Martz vs. Paul K. Martz
No. 98 - 545 Civil
In Divorce
Dear Ms. Sumple-Sullivan and Ms. Cantor:
Both counsel have returned the certification document indicating
that discovery is complete. Consequently, I am going to issue a directive
for the filing of pretrial statements.
The divorce complaint filed on January 30, 1998, raised the
economic claims of equitable distribution, alimony, alimony pendente
lite, and counsel fees and expenses.
In accordance with P.R.C.P. 1920,33(b) I am directing each counsel
to file a pretrial statement on or before Friday, November 5, 1999. Upon
receipt of the pretrial statements, I will immediately schedule a
prehearing conference with counsel to discuss the issues and, if
necessary, schedule a hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
1.\
,
.
NOTICE OF PRE-HEARING CONFERENCE
I
I
Debra Dension Cantor
, Counsel for Defendant
TO: Barbara Sumple-Sullivan , Counsel for Plaintiff
A pre-hearing conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover street,
Carlisle, Pennsylvania, on the 28th day of April, 2000, at
Very truly yours,
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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.
Date of Notice: 11/10/99
E. Robert Elicker, II
Divorce Master
:~,
DOROTHY A. MARTZ,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 98 - 545 Civil
PAUL K. MARTZ,
Defendant
IN DIVORCE
RESCHEDULED PRE-HEARING CONFERENCE
TO: Barbara Sumple-Sullivan
, Counsel for Plaintiff
Debra Denison Cantor
, 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 5th day of May, 2000, at 2:00
p.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: 4/5/00
E. Robert Elicker, II
Divorce Master
DOROTHY A. MART/'"
I'lnintiiT.
v.
PAUL l\. MARTZ.
Dcfcndnnt
\1/ \D/ ~~ U
: IN 'I'HI~ COURT OF COMMON I'LI~AS
CUMBlmLAND COUNTY, I'I~NNSYLVANIA
NO.: 08-5<l5
CIVIL ACTION - LAW
IN DiVORCg
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PRE-TRIAL STATEMENT OF
PAUL K. MARTZ
I. BACKGROUND INFORMATION:
PLAINTIFF:
1.
2.
3.
4.
5.
6,
7.
8.
Namc:
Addrcss:
Agc:
Datc of Birth:
Educntional Background:
Health:
Occupation:
Employcr:
DEFENDANT:
1.
Namc:
Address:
2.
3.
Agc:
Datc of Birth:
Educational Background:
Hcalth:
Occupation:
Employcr:
4.
5.
5.
6.
7,
Dorothy A. Martz
2311 North Front Strect
Harrisburg, I'A 17110
48.
April 30, 1051.
No health issucs havc becn raiscd.
Unknown.
Unknown.
Paul K. Martz
611 Walnut Strcct
Lemoync, I'A 17043
40
Deccmbcr 30, \!J50.
Dcfcndant may havc somc mcntal hcalth issucs.
I nspcctor
DDSI', Ncw Cumbcrland
CHILDREN OF THIS MAIUUAGE:
1. No minor children.
MARRIAGE INFORMATION:
1.
2.
3.
Date of Marriage:
Place of Marringe:
Date of Separation:
Date Action Commenced:
Issues Raised:
April 15, 1972.
Harrisburg, Pennsylvania.
March 2, 1997.
January 30, 1998.
3301(c)
Equitable Distribution
Alimony
Counsel Fees and Costs
4,
5,
II. INCOME
1. Husband is employed at DDRE, New Cumberland. Husband's net income pel' pay
period is $861.46.
W-2, 1998:
W-2, 1998
$2,927.30
$33,722.24
(Exhibit "A").
(Exhibit "B").
2. Wife's current employment status and pay rate is unknown.
W-2, 1998
W-2, 1998
$6,798.53
$1,688.25
(Exhibit "C).
(Exhibit"D").
III. ASSETS:
A. Renl Propertv
1. The parties sold the muritnl home. HUSBAND and WIFE each received
approximutely $18,647.29 from the sale.
.
I
.
I
.. .
DEPARTl\d!:NT OF DEFENSE
CIVILIAN LEAVE AND EARNINGS STATEMENT
""'"'odIlle
01/02/90
. ",OUI
01/08/99
,....
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MARTZ PAUL K
WG 08 00
22,06
16,30
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191-42-7143
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01/02/99
10/30170
240
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421080 S
IIAMPDEN TS PA CSRS:
FED
PA
2290.36
"
"
CURRENT
1332,46
1332.46
YEAR TO DATE
1332,46
1332.46
GROSS PAY
TAXABLE WAGES
NONTAXABLE WAGES
TAX DEFERRED WAGES
DEOUCTIONS
AEIC
NET PAV
44B,42
884,03
448.42
884.03
TYPE
HOURS/DAYS
CURRENT EARNINGS
TYPE HOURS/DAYS AMOUNT
AMOUNT
HOURS/DAYS
AMOUNT
TYPE
REGULAR PAY
1224.00 SECOND SIIIFT
92.00
80.00
80,00
TYPE
HOURS/DAYS
RETROACTIVE EARNINGS
TYPE HOURS/DAYS AMOUNT
AMOUNT
AMOUNT
HOURS/DAYS
TYPE
REGULAR PAY
15.30 SECDND SIIIFT
1.15
1.00
1.00
DEDUCTIONS
TYPE CODE CURRENT YEAR TO DATE TYPE eClDE CURRENT YEAR TO DATE
FEGLI F 8.11 6.11 FEGLI OPTNL AC 1.80 1.80
FEIIB 451 33,99 33.89 MEDICARE 19,32 19.32
DRGIUNIDN CCA 9,00 9.00 RETIRE. CSRS 93,27 93.27
80ND 5.0D 5.00 TAX. FEDERAL 219.30 219.30
TAX, LOCAL 42108D 13,32 13.32 TAX,LOC OCC 421080 10.00 10.00
TAX, STATE PA 37.31 37.31
LEAVE
TYPE PRIOR VR ACCRUED ACCRUED USED USED DONA TED/ CURRENT USE-LOSE/
BALANCE PAY PD no PAY PD YTO RETURNED BALANCE TERM DATE
ANNUAL 11.00 8.00 200.00 4.00 207,00 4.00
SICK -4.00 4.DO IDO.OO 4.00 88.00 8.00
1I0LIDAY 25,00 95.00
AOMIN 2,OD 2.00
LWDP 1.00
REMARKS
ENROLL IN TSP - DEADLINE 31 JAN
PAY COMPUTED USING RETAINED INFORMATION
OCCUPATIONAL TAX DEDUCTED TillS PERIOD
RETROACTIVE TIME AND ATTENDANCE ADJUSTMENTS PROCESSED
...................................................................................................................................".............."."........................
. nlls REPOAI CONTAINS INFORMATION SUBJECI 10 HIE PRIVACY ACI or 1914 AS Al.lENDED !
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1545 2ND ST WEST SUITE C
CODE P
CHARLESTON SC 29408-1968
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For
EMPLOYEE
RECORDS
(S.. Notlcl
on back)
DOROTHY A MARTZ
5815 LINGLESTOWN RD
HARRISBURG PA 17112-1121
".....I'I..",,,,,,.d.,IIOI'
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o 455.32
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~~-----===-=-
still waiting lor your pngc to IOl1d?
Blue Book
Suggested Retail
Report
I'ennsylvaniu
May 27.1998
LoOol Doolor
Internet price
,~
elkk un the imu~c nhovc tn visH this l\llwrliscl'
~
==
. ~ . , 1 ~ :
~,
~
~---------
1995 Saturn SC2 Coupe 2D
4-Cy1. 1.9 Liler
5 Speed Manuu\
Pront Wheel Drive
33,000 miles
---~...__..--_.-.-_.-
EQUIPMENT
Air Conditioning
power Steering
power Windows
power Door Locks
AM/PM Slereo
Casselte
Dual Air Bugs
Leather
Plip-Up Sun Roof
..------------.
$12,015
Blue Book Suggested Retail
Suggested rel"iI represenlS the price" dealership mighl ask for Ihis m,,~e "nd modcl vehicle. This
represents a fully recondilioned vehicle in excellenl condition. This retuill'riec is no\ a Iradc.in or
priv"te.party valuc. bUI ralhcr "SSllmcs Ihat a dealer has absurhed Ihe cosioI' m"king Ihc vehicle re"dy
for s"lc, reconditinning, adverlising. s"Ies commissinns. "rranging Illr Iinancing and insllrancc lInd
st"nding behind Ihe vehiclc for "ny mech"nicalnr s"felY prublems. M"ny laiC mndcl vehicles "t this
price havc passed an inspcelion prngram or carry a W"l'nllllY. AcIIl,,1 de "IeI' se\ling pricc may vary
from this pricc.
COI'Yl'ig/ll (i:) /998/'." I\el/e." /JIlle /look Co.. ,t/I /I;g/'I" /le"e/'l>,-d. MO."')1I11 /998 Ed;l;oll.
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.--.-------.-------------------
S1271'l8 8:13 AM
IUHARR!C;~
1M SAVINGS BANK-
P.O. BOX 1711
HARRISBURG. PENNSYLVANIA 17105
PHONE: (717) 236.4041
STATEMENT DATE
04/1B/97
PAUL K MARTZ OR
DOROTHY A HARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-18BO
PREVIOUS STATEMENT
03/20/97
ACCOUNT NUMBER
700000963
PAGE
2
SOCIAL SECURITY NO
191-42-7743
************** VIP FREE INTEREST CHECKING
700000963 ******************
ACCOUNT SUMMARY
PREVIOUS STATEMENT
DATE BALANCE
03/20/97 2,9S1.BO
+
DEPOSITS
1,169.94
INTEREST
+ PAID -
.00
WITHDRAWALS -
3,96B.74
TOTAL
FEES
3.00
.
ENDING
BALANCE
150.00
STATEMENT PERIOD FROM 03/21/97 THRU 04/1B/97
AVERAGE BALANCE:
1,594.3B
MINIMUM BALANCE:
150.00
--*.*..._.-._-_. SAVERS ADVANTAGE ACCOUNT 760002917 *************************
DATE-DESCRIPTION----------------------------------AHOUNT-----------BALANCE
03/20 BALANCE FuRWARe --------------------------------------> 344.74
03/27 INTEREST PAID .,.. .77 345.51
03/31 AUTOMATIC DEPOSIT ",. ~ - 25.00 370.51
04/04 SAVINGS TO CHECKING 1"300.00- 70.51
04/10 INTEREST PAID +- .09' 70.60
.. CLOSING WITHDRAWAL _ 70.60- .00
INTEREST RATE SUMMARY
DATE 0 - $99 $100 AND UP
03/21 .000% 3.010'
PREVIOOS----STATEMENT INTEREST SERVICE ENDING
DATE BALANCE~.+. DEPOSITS.+ PAID - DEDUCTIONS - CHARGE . BALANCE
03/20/97 .344.74 25.00. .86'.. . 370.60 . .00 ,,': .. .00
,.... ,.-......:. .~I ""''-.':.. ..-..-....- ..:<.-... ..- .. .
STATEMEtlT PERIOD FROM' 03121/9'J""TH'RU-'0"4"/lo'lij'i:":''AviiAGE STMT BALANCE 267.59
INTEREST EAlUIED - . .41 -,;\>':'!f,.*llNH1lAL PERCEHTAGB YIELD!AIUll!:D 2.83%
.:~t~x~~:
. .-.'-:" '. . . .: ." '..'
.*****~*.*!!~**~SUMMARY'lOF :'DEPOSIT ACCOUNTS" '************. * *********'**';'. *~** * *. .*.......~*.. i.~: ,
AP . ACCOUNT ..TAX,ID-NBR BALANCE -INT;-RATE' . YTD-INT ; YTD-PENALTY, MATURITY . ........,
CK 700000963.'191427743 150. 00",,"'.:-2. ODO .. 6.59 :.' . ''', . ", ". ;'.; :',. ,,,: ..
SV 760002917.191427743 .00 . 2.76.' '.,;..
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HARRIS' SAVINGS RANK
P.O. BOX 1711 . HARRtSBURG. PENNSYLVANIA 17105' PHONE: (717) 238.4041
....AflRIS M:r:C;So; u'tC; 17171 7'....... or TlJ'.L FREE 1.ijQO.~27.7~q7
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~r~IUHARR13!
t:iI SAVINGS BANK
P.0.80X 1711
HARRtS8URG, PENNSYLVANIA 17105
PHONE: (717) 236.4041
PAGE
2
STATEMENT DATE
02/20/97
PREVIOUS STATEMENT
01/17/97
PAUL K HARTZ OR
DOROTHY A HARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1880
ACCOUNT NUM8ER
700000963
SOCIAL SECURITY NO
.............. VIP FREE INTEREST CHECKING
INTEREST
+ DEPOSITS + PAID - WITHDRAWALS -
'.~4,241.02,., _,2.02 '..-2,623.85:
'.,~. ;.,~~.:; '., :'~
01/18/97 THRU 02/20/97 AvERAGE STMT 8ALANCE
2.02 .ANHUAL,PERCENrAGE YIELD EARNED
DAILY BALANCE SUMMARY
DATE-------BALANCE
01/17 610.67
01/21 478.50
01/22 497.24
01/23 1,058.74
01/27 1,296.48
01/28 1,275.66
01/29 1,186.26
01/31 1,164.41
ACCOUNT SUMMARY
1'~y'LOUS STATEMEIlT
DATE BALANCE
01/17/97 610.67
, -
STATEMENT PERIOD FROM
INTEREST EARNED
AVERAGE BALANCEI
1,095.:53
700000963 ***.***...........
DATE-------BALANCE
02/01 1,249.41
02/03 1,148.41
02/04 1,131.34
02/05 38.13
02/06 1,558.54
02/10 1,487.54
02/11 1,414.62
02/12 1,357.13
DATE-------BALANCE
02/13 1,236.92
02/14 912.17
02/15 907.17
02/18 850.91
02/19 838.76
02/20 2,227.86
TOTAL
FEES
2.00
=
ENDING
8ALANCE
2,227.86
1082.30
2.02\
. "
MINIMUM BALANCEI
.,38.13
********..*..... SAVERS ADVANTAGE ACCOUNT 760002917 ***.*****..***.****.***..
DATE-DESCRIPTION--------------------______________AMOUNT-----------BALANCE
01/17 BALANCE FORWARD --------------------------------------> 542.84
01/27 HARRIS ACCESS LINE TRANSFER 300'.00- 242.84 ..,.c'"
. gm~ ~~i~:~iCpA~~POSIT . ..~.!!.:r..:.~.?:: 2i:~~~~~:~: . !.~::'k
02/14 AUTOMATIC DEPOSIT .3 25.00 294.09 " ,: 't
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DATE: '0 :'" $99.~$100 ANiJ' UP . :'!1';'1 . "::'. . '.:' ... ....-.. .~.,~:',..f~~~1~~~
01/18 ;";,.000\'.' 3.010\ ,j . - /. .,. . _ . . - "ttf;.....'.,1'I-"'*<ifr:'
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J DATE ", ". BALANCE + DEPOSITS ,...+ :PAID - DEDUCTIONS - CHARGE . = .1 BALANCE,~. ,,'.~i:;':\.'
.01/17/97..,.......,.',542.84 ::50;.00,Wf~:.~1:25 Y '. 300.00". -.00" 294.09..', ."
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**************SUMMARY OF DEPOSIT 'ACCOUNTS,~** *..*~~1*'''! ~*** ***** ***** * **.****_'!t;~**.*I~:::.~.~J.:~I!~;
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HARRIS ACCESS LINE (717) 731-1135 or TOLL FREE 1-800.327.7997
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!'.WINGS BOND AND COUPON RE?ORTING
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NAME OOROTHY A HARTZ
STREET ADORESS3tHOOCLAIID g:C
CITY IIt1J-CU1\PEpl.A~IP
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DORO'rHY A. MARTZ,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO.98 - 545
vs.
PAUL K. MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
ORDER AND NOTICE SETTING HEARING
'1'0: Dorothy A. Martz , Plaintiff
Barbara Sumple-Su1livan . Counsel for Plaintiff
Paul K. Martz , Defendant
Debra Denison Cantor Counsel for Defendant
,
You are directed to appear for a hearing to take
*
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, Pennsylvania on the 3rd day
of July . 2000, 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.
B~ 11e, c~rt ,
1, 1('\
:' I/'~, ~, \
I ~rge E. Hoffer, President Judge
Date of Order and
Notice: 218/00
By:
Divorce Master
IF YOU DO NOT HAVE A LA\'lYER OR CANNOT AFFORD ONE, GO TO 01\
TELEPHONE THE OFFICE SET FORTH BELO\~ TO FIND OUT WHERE YOU CAN
GET LEGAL HELP.
CUr~BEI<LAND COUNTY nrli~ ASSOClf1'l'lON
2 L1BEIlTY AVENIJE
CA l!1~ ISLE. I'll 1'1 () I :l
TELEPHONE (71/; 24'J-31hG
* TESTIMONY WILL BE LIMITED TO THE FACTOR OF MARITAL MISCONDUCT
AS THAT FACTOR MAY AFFECT WIFE'S ALIMONY CLAIM.
"'"
LAW OPI'UlHS
BARBARA SUMPLE-SULLIVAN
".111 DRlDlJE STllImT
NEW CmIUEllI.^SIl. I'ESSSYIN^SI^ 17070.IIIUI
PHONE (7.7) 77"...",n
FA..X (717) 77.l.70t\O
March 28,2001
E. Robert Elicker, II. Esquire
Divorce Master
9 North Hanover Street
Carlisle, PA 17013
Re: Martz v. Martz
Docket No. 98 - 545
Dear Mr. Elicker:
Please be advised that the parties in the above-captioned matter have resolved all issues
surrounding their divorce action. Enclosed please find two (2) copies of the fully executed Marital
Settlement Agreement. It is my understanding that you will be revoking your position as Master
in this case.
If you should have any questions, please feel free to contact my office. Thank you for your
assistance in this matter.
, 'P
( &'b= 'nmple-Snlli"n
BSS/ld
Enclosures
cc: Joanne H. Clough, Esquire
Ms. Dorothy A. Martz
DOROTHY A. MARTZ
IN TilE COUIlT 01' COMMON PLEAS OF
CUMDBIlLAND COUNTY, PBNNSYLVANIA
v,
NO.
98 - 545
PAUL K, MARTZ
CIVIl. ACTION - LAW
IN DIVORCB
ORDER RlJJf~ ~~~GHEARING
'1'0:
Dorothy A, Martz
Barbara Sumple-Sullivan
Paul K. Martz
Debra Denison Cantor
, Plaintiff
, Counsel for Plaintiff
, Defendant
, Counsel for Defendant
You are directed to appear for a hearing to take
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, Pennsylvania on the 3rd day
of May 2001 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.
" n.f1'"
rgo E. t;~lr.
President Judge
Date of Order and
Notice: 1/17/01
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 (7]7) 249-3166
REAGER & ADLER, PC
ATTORNEYS AND COUNSELORS AT LAW
2331 MARKET STREET
CAMP HIl.L. PENNSYLVANIA 17011,.1042
717-763.1383
TELEFAX 717-730.7300
WEBSITE: RongorAdlorPC,corn
THEODORE A, ADLER +
DAVID W, REAGER
LINUS E, FENICLE
DEBRA DENISON CANTOR
JOANNE H, CLOUGH (01 counsol)
THOMAS 0, WILLIAMS
SUSAN H, CONFAIR
PETER L. LEONE
+ Corlil/od Civil Trial Spoclnlist
Wriler's E.Mail Addross: ddonlson@oplx,nc!
January 8, 2001
Robcrt Ellicker, Special Mastcr
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Rei Martz v. Martz
No. 98-545
Dear Bob:
I have recently been retained by Reager & Adler, PC in an of counsel capacity and am primarily
handling Debra Denison Cantor's files while she is out of the office on maternity leave,
As you may recall, the above-captioned action was ready for trial and in lact, you conducted a
pretrial and on the eve of the Master's hearing, the parties reached a settlement which was to be reduced
to writing and executed by the parties.
Unfortunately, the parties have not been able to reach an agreement on the language for the
settlement agreement to resolve this case. Therefore, on behalf of my client, Paul Martz, I am asking
that this matter be relisted immediately for a full trial before you.
I thank you for your prompt attention to this matter.
Sincerely,
~~lh 7
JHC/ak
cc: Barbara Sumple Sullivan, Esquire
Paul Martz
DOROTHY A. MARTZ,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO.98 - 545
vs.
PAUL K. MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
RESCEDULED HEARING
AND NOTICE SETTING HEARING
ORDER
TO: Dorothy A. Martz , Plaintiff
Barbara Sumple-Sullivan , Counsel for Plaintiff
Paul K. Martz , Defendant
Debra Denison Cantor , Counsel for Defendant
You are directed to appear for a hearing to take
*
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, Pennsylvania on the 1rrl day
of October ,2000, 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.
BY11~f ~trt ,
, "~ 1(,\
/ ; " I
I J/' ~
I I
~rge E. 110ffer,
President Judge
Date of Order and
Notice: 7/6/00
By:
Divorce Master
IF YOU DO NOT I1AVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR
TELEPI10NE TI1E OFFICE SET FORTI1 BELOW TO FIND OUT WHERE YOU CAN
GET LEGAL IIELp.
CUMBERLAND COUNTY \JAil ASSOCIATION
2 1,IBE\l'I'Y AVENUE
CARLISLE. I'A 17013
TEl.El'llONE (71 -') 249 -:\ I (,(,
* TESTIMONY WIl.l. BE LIMITED TO TilE FACTOR OF MARITAL MISCONDUCT
AS TI1AT FACTOIl MAY AFFECT WIFE'S ALIMONY CLAIM.
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II. PERTINENT I)I{QCEI>III~AL IIISTOI~Y
1/30/98
9/9/99
Divorce action commenced,
Husband appointed the Mastcr for the outstanding claims,
III. INVENTORY
Thc marital estate is as follows:
Real Estate. The nct procceds from thc sale of the marital residcnce was $37,394,57, The
parties equally divided these proceeds,
Vehicle. Wifc's vehicle, a 1995 Saturn, was appraised at $8,700,00, Wife values Husband's
vehicle at $3,020,00,
Accounts and Bonds. During the marriage, the parties used the following accounts:
Harris Joint Checking Account No, 700000963
Harris Savings Account No, 760002917
Balance as of DOS = $146,18
Balance as of2/14/97 = $294,09
Balance as of 3/20/97 = $344,74
$300 transferred to Checking 4/4/97
Closed 4/10/97 $70,60
Monies in these accounts were used to pay marital debts and to pay for the first and second
mortgage of the parties' home even though Wife was not residing in the residence,
The parties' savings bonds were cashed ($950,04) and deposited into the parties' joint
account and used to pay marital debts and the parties' living expenses,
Wife had a non-marital account during the marriage, In 1994, Wife received a $2,000 gift
from her parents, At that time, she deposited $1,000 into the joint account and $1,000 into a three
year CD, Wife opened an account with Harris on March 9. 1997, after the parties' separation, Wife
also contributed $500,00 from her non-marital funds to pay the parties' marital expenses,
Retirement Benefits. After separation, Wife left the employ of the Federal Government and
cashed in her CSRS and TSP employment benefits, The net proceeds she received were $\ ,2\3.48
and $1,705.46 respectively, Husband's CSRS Pension was valued at $47,214,71.
Liabilities. The marital credit cards were paid off at or around the time of separation,
Because of Husband's failure to cover Wife with his medical insurance, there is an issue of
unreimbursed medical expenses which must be resolved,
Credit. As stated above, Wife is due a credit for the non-marital monies used for the payment
of the marital debts, The issue ofa credit for the payment of the first and second mortgage after the
separation also has to be determined,
,
.
;
IX. P.:RSONALTY
Not applicablc,
X. PROPOSED ECONOMIC RESOLlJTION
Considcring thc Icngth of thc partics' marriagc, Husband's superior financial position and
earning capacity, Wifc proposcs that shc rcceivc 60% of thc marital asscts, Sincc thc rcal cstatc
proceeds have already becn distributcd. any additionalmonics duc to Wifc shall bc added to hcr
portion of Husband's pension which shall bc dividcd in thc samc pcrccntagc pursuant to a QDRO,
Considering the length ofthc parties' marriagc and the disparity of the partics' income (Wife
earns $7,60 per hour with minimal bencfits and Husband carns ovcr $34,000 annually with excellent
benefits), Husband shall pay Wife alimony in the amount of $410.00, Husband shall also pay
$1,500,00 towards Wife's counsel fees,
Respectfully submitted,
DATE: November 5.1999
a ra Sump Ie-Sullivan, Esquire
549 Bridge Street
New Cumberland, P A 17070-1931
(717) 774-1445
Supreme Court I.D, 32317
Attorney for Plaintiff
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...~ :00, TOTAL ,^I,1!M1nOIUl"'S'COMMlnIUt4~ " '.... ,',
f1Mr!O utf rltu:n I 115:000, uU '.
UtVlI",1IIII CnItImllllllll (UII' fOOl It 'oU,.,..,'
101. I 2.575. DO I. J.lck G"u9hon no,lt tor
10L I 2,525.00,,, Prudontf,,1 Thomplon Woud no"t
70J. CO,""'.UlIl" p'I" II S.llIfrnt"1
10t,
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5 100.00
rAIl) "IUlM
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rurm1,\r
$I!TlUl"'JltIT
t, I
...
Eslolle
100 ITEUS' ..rAlJUi.lN'CON ECT/OH.lm/Ho.AH1.e.~'"
1101, lAI" 0" '",!llllI ru .. rSl Unl teu Mort " e ~erY1CeS
Bot LDI"Dllelllllll ~ oltton,ll l: tv art" e o.
110), II .,..1 FflllI rst Um ted Mort " e 5e
11414, Clfdll /1f 10 rH /11 tcd Morta,ll e Scr (I
110," Ltlldffl 1111 elloll Frelo
1106, Mnn' t IlIlUUlle, /I. lleallon ru 10
107. 1\111'," loll Fft 10
~, ax cry ce ee to oltlono1 tort 4 c Co.
1I0?, m nlstrolt on ce to at ana t Mort" e Co.
110, ocument re ee to rst n te ort a cervices nc.
III, 00 ee to rst nHe Mort a e Servlces Inc.
111. yernl t a ee to rst n tell MortotlQe Servlces Inc.
lll],
114,
j ,.1,;'," "",(", ,,\t' ~ '1!o::ll,.I:. .......
nc. IUb.lJ
,
lIu or
lIu or
10
o 10
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9Oll/'T'EMS /IE, UlilED Dy.~DEn,TO DS'PAlD,/N ,.wVANCSC' .vr:....tISV1~tI\.l ~'ir'..1:.::'N, ...',"-:n~I.ja '~'~~',j-l~'~' ';,~"
901, InlttUl'lOID - - 10 10-31-91 I .4H Ida .d. 5.4
901 MOM' e Inlvult" Prtmlllm for moltth, 10 MG ns. .4
?O). lI.uNllltlllunn: Premium for flf 10 Bu er
901. A re ate A ustment
,os,
.... . . /CIOOnESf/UlES'DEP.OSfTED;lm11 LEliDEn' ,,'
100l,Ibutd III'U""" mOlllnl J
1001 Mo". II IlItunnee lI'IOIIIl'll ~ J
100], ell to M luu mOllll'l. " I
1004, CouIl'O lues mOIlU" r.t J
100), ^"III1IIIUa.lmtllll 10011111. ~ I
1006. monlhl I
1001. Sc 00 "'onlhl I
10011. 1I10nll'll" I
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1101. Stlllemu, orelOll1l fee 10
II0l.^l:llrlClorlllle.UlCn 10
IIOJ, lllleCllmlrllllon 10
110., llllelntunll(C blllder 10
1I0S. Docvmrnl tf IUllolIlO
1106. NOli Itc 10
1107. Allom .,ree 10
(v.dudu dow IftnIJ "umbm:
11011, T1lltlnlllflnte 10
(v.dudu .bow flrrnl "umbm;
1109, und,,'ICO'Ienlll
1110. o..ttr'l CO'Itflle
Itll,
IIll. norsements .1tot:arl.Abst. /5.0
111:1. e er 5 ee to a s Gu 0 utt is Mas an 35.00
:.!:, ,.. '.r ':11CX1'GOYERNMamltEr:alWINC;;;WD!rn.tNSFER:C/'41U;ES':;r:t9!".~..!::':.I.~"3J'.!-,"fJ.!!;:'S~:-!:~l'!1'l.:n~.W.....'~riJ~\;,',.~t,.' / .'...::..1". .'
1201.Reeordlnletl:Dted I t:4.~0 : MOMtllel 1.50:RtluItS 56.0U
n01. 01 lcoullty luJlt'II1tl': Deed I U5a. 00 : MOM lilt:: S 650.00
120). SI.le 1w's1'1lItl' Deed S 850.00 : Mor1IHt:: S
nOt.
120). Record Ass n 0 Mt to Recorder 0 Dee s
, ". ,,', 'lJoo.'ADvrr/oN;tL'.!ErrL:E:."l!.Vr:cIIARGES'I;!"~:':'.,1~i:1j..-'.~" !l':'I~l,',\1i!:H.::!.:~;';i'!~'; :~j:':;"'..,j. c'" ' ~::':. r:,..,!' '.
1301, 1r orne Len er P to Sa dlS uldo inutT Mas and
002. Pest ertl lcatlon to rl-l;ounty Pest ontrol
1]0j, 99 -98 sc 001 Tax to RODin Gasoerett rax Collector
1304, :'awer Julv AUQ/Seot to flew Cumberland BorouQh
1301. Trash ctltlov/Oec to New Cumberlan Borou
IJlM,
1J01.
1308,
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DATE-NUMBER--------AMOUNT DATE-NUMBER--------AMOUNT
01/23 5689 '" -, 30.00 '''02/04'- 5750-' ,,'- . -17~07
01/21 5731. 29.24 02/05 5751 41.78
01/21 5732 95.00 02/13 5753. 67.73
01/27 5733 21.26 02/12 5754 14.40
01/22 5736. 76.20 02/11 5755 ',62.63
01/22 ,5738. 55.06 ' 02/11, 5756 .. -''.'10.'29''- ....'
01/21, 5740. 7.93: ".02/12 5758~..'_, -,_ ,.,.43.09, _
,- ".. ~,'-.., 01/23 ..,; 5741,~ ':,23_: 9~,-,'" _ ,.' ';. ,02/14 ~" ~.5759 "-t";'.c';:'-;:. 95.51 ..
01/29 ,5742' 16~93" - ' .02/18, ':, ';5760,"" -:,>'...21.-26
01/29 ,5743, _47.47 ", 02/13 5761' 52.48
01/28 5744 , 20.82D- _- ,," .. 02/14,,',,5762 ,29.24
02/05 5745 -",780.00; ,,' "'''02/14''_ '5763;::"-'-;..;175.00 '-'.'-
.. 02/03 5746 ,: 50.00 ;'" : " 02/19 ',5764 ,'':i' ":12:'15 -;'",:0 (' _..
02/05 5747 ' 39.97",' -1':'02/20, ,':5765", :.:': -.',46.82';"::: _::," ,"',.' ." ",;...
02/03 5748 6.00 02/20 5772. 36,'24'
01/31 5749 21.85
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.. .. HARRIS'
M SAVI~GS BA~K
P,O, BOX 1.11
HARRIS8URG, PENNSYLVANIA mos
PHCNE: ,.1,1 :36..1041
STATEMENT DATE
02/20/97
31
PREVIOUS STATEMENT
01/17/97
ACCOUNT NUM8ER
700000963
PAUL K MARTZ OR
DOROTHY A MARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1880
SOCIAL SECURITY NO
191-42-7743
.............. VIP FREE INTEREST CHECKING 700000963 ..................
NON-CHECK TRANSACTIONS
DATE---DESCRIPTION-----------------___________________------------AMOUNT
01/22 DEPOSIT ..!.. 150.00
01/23 ATM 300 CAMPHILL MALL CAMP HILL PA - 35.00-'
01/23 DFAS COLUMBUS FED SALARY -;- 650.47 ~
01/27 ATM 1288 N MOUNTAIN RDLINGLESTOWN PA - ~O..OO-_
01/27 NON-HARRIS ATM TRANSACTION FEE ~1~9~
01/27 HARRIS ACCESS LINE TRANSFER ~ 300.00
01/29 AUTOMATIC WITHDRAWAL .z ___ _ 25.00-
02/01 DEPOSIT + 85.00
02/03 ATM 3555 CAP CITY MALLCAMP HILL PA __ 45.00=3
02/05 LOAN PAYMENT _ 615.89-
02/05 LOAN PAYMENT _ 315.57-
:12/06 DFAS COLUMBUS FED SALARY ...I-qsg-;-921~
02/06 DFAS COLUMBUS FED SALARY --, -l-660747
02/10 ATM WEST SHORE PLAZA LEMOYNE PA -70.00-'"
02/10 NON-HARRIS ATM TRANSACTION FEE ("TJilt-
02/14 AUTOMATIC WITHDRAWAL ..3 -25700-
02/15 DEPOSIT + 65.00
02/15 CASII WiD _ 70.00-
02/18 ATM 320 NEWBERRY COMMNETTERS PA _ 35.00::)"
02/20 DFAS COLUMBUS FED SALARY -+- 809.67
02/20 DFAS COLUMBUS FED SALARY T 660.47
02/20 INTEREST PAID of- 2.02
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SAVINGS BANK
P,O, BOX 1711' HARRISBURG. ?S:nIS'llVANIA 17105' ;:HONE: (717) 236-4041
HARRIS ACCESS LINE (717) 731-1135 or TOll FRE: 1'800-327-7997
N~~~~~~'
P,O,80X 1011
HARRIS8URG, PENNSYLVANIA 17105
PHONE: (717) 236,,10.1
PAGE
2
STATEMENT DATE
02/20/97
PREVIOUS STATEMENT
01/17/97
PAUL K MARTZ OR
DOROTHY A MARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1880
ACCOUNT NUM8ER
700000963
SOCIAL SECURITY NO
.............. VIP FREE INTEREST CHECKING
DAILY BALANCE SUMMARY
DATE-------BALANCE
01/17 610.67
01/21 478.50
D1/22 497.24
01/23 1,058.74
01/27 1,296.48
01/28 1,275.66
01/29 1,186.26
01/31 1,164.41
ACCOUNT SUMMARY
Pi\i,Y.LOllS STATEME.IT
DATE BALANCE +
01/17/97 610.67
700000963 .....**...**..****
DATE-------BALANCE
02/01 1,249.41
02/03 1,148.41
02/04 1,131.34
02/05 38.13
02/06 l,55S.54
02/10 1,487.54
02/11 1,414.62
02/12 1,357.13
DATE-------BALANCE
02/13 1,236.92
02/14 912.17
02/15 907.17
02/18 850.91
02/19 838.76
02/20 2,227.86
INTEREST
DEPOSITS + PAID - WITHDRAWALS _
4,241.02 2.02 2,623.85
TOTAL
FEES
2.00
=
ENDING
BALANCE
2,227.86
STATEMENT PERIOD FROM 01/18/97 THRU 02/20/97 AVERAGE STMT BALANCE 10S2.30
INTEREST EARNED 2.02 .ANNUAL PERCENTAGE YIELD EARNED 2.02%
AVERAGE BALANCE:
1,095.53
MINIMUM BALANCE:
38.13
****.*.********. SAVERS ADVANTAGE ACCOUNT 760002917 *****.*****....***.......
DATE-DESCRIPTION--------------____________________AMOUNT-----------BALANCE
01/17 BALANCE FORWARD -----------------------------_________> 542.84
01/27 HARRIS ACCESS LINE TRANSFER 300.00- 242.84
01/29 AUTOMATIC DEPOSIT 2. 25.00 267.84
01/30 INTEREST PAID 1.25 269.09
02/14 AUTOMATIC DEPOSIT 3 25.00 294.09
INTEREST RATE SUMMARY
DATE 0 - $99'$100 AND UP
01/lS . ~,OOO~ 3.010%
..-_.;--
, ,.~
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PREVIOUS---,-:STATEMENT ,INTEREST':,.,; I" SERVICE ENDING'"''''
DATE BALANCE + DEPOSITS + PAID - DEDUCTIONS - CHARGE = BALANCE , ,
01/17/97' '542.84 50.00- -', 1.25' , 300.ob', .00, ,294.09_,~ ,_
:STAri:ME'i4f~piRiilD~~rio-M'~oi/i~7t~\;Tiliii"'02/20 i9:t'';~;AviIt\G'E~~TTBAL~CE '. :,;:;~~~'t:_~f:~f;~~:.S,.)}":,~.
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"AP ;, ACCOUNT-TAX-ID-NBR".,;BALANCE INT:"RATE% YTD-INT YTD-PENALTY MATURITY' l' '''0''''
,CK ",'700000963':19-14'27743 ':,::-~:L2;227. 8,6":;\."2 .000 "", ", 3 .87 ,-, ,_',;','" ." ""_,,, "" ,-", ,-
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P,O, BOX 1711
HARRISBURG, PENNSYLVANIA 17105
PHONE: (717) 236.4041
STATEMENT DATE
04/18/97
28
PREVIOUS STATEMENT
03/20/97
PAUL K HARTZ OR
DOROTHY A HARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1B80
ACCOUNT NUMBER
7000D0963
SOCIAL SECURITY NO
191-42-7743
************** VIP FREE INTERES~ ~H~9KING,
7000009,63, ..*tr***1\******..**.
NON-CHECK TRANSACTIONS
DATE---DESCRIPTION------------------------------------------------AMOUNT .
03/21 ATM 320 NEWBERRY COMMNETTERS PA -- 65.00- ~
03/25 ATM NEW CUMBERLAND ARMNEW CUMBERLNPA - 60.00- -.
03/25 NON-HARRIS ATM TRANSACTION FEE ( 1.00~'
03/28 ATM 320 NEWBERRY COMMNETTERS PA - 35:00-'-'
03/31 AUTOMATIC WITHDRAWAL ___---- -- -- ..-, -_h '-25.9Q::--
03/31 ATM 331 BRIDGE ST NEW CUMBERLNDPA --JPJ~ ~I
03/31 NON-HARRIS ATM TRANSACTION FEE ~.OO=-'
04/02 ATM 1288 N MOUNTAIN RDLINGLESTOWN PA ~,A~::'
04/02 NON-HARRIS ATM TRANSACTION FEE . '-..1.00:; ,
04/03 DFAS COLUMBUS FED SALARY ::: 869-:94
04/04 SAVINGS TO CHECKING - 300.00
04/07 LOAN PAYMENT - 615.89-
04/07 LOAN PAYHENT - 315.57-
04/07 ATM 320 NEWBERRY COMMNETTERS PA -65.00-1.::-
04/09 CASH we ~70.00-
CHECKS
IN ORDER
DATE-NUMBER--------AHOUNT
04/10 1 9.57
D3/31 5757* 12.50
03/24 5782* 5.20
03/24 5791* 20.25
03/24 5792 30.75
03/24 5793 49.43
03/24 5797* 191.66
03/27 5798 28.07
'-04/16 ,5800* 24.85
03/26' 5801 11.45
04/01 5802 50.00
, 03/27, 5803 113.34 ,,_'
, 03/28, ,5804- 17.19_ "
,-" 04/01 .,,,5805'" :' 400.00 ".,.,
(*) CHECK NUMBERS MISSING'.'- -,
, "';;'" '
DATE-NUHBER--------AHOUNT
D4/01 5806 32.01
04/04 5807 24.00
04/01 5808 333.00
04/08 5809 200.00
04/07 5810 340.00
04/09 5811 169.75
04/08 5812 .14.67
'----04/11 5813 164.31 ,
, '04/16 5814,_ 233.00
, 04/16 ,5815 12.10
04/16 5816 7.88",
04/14 5817 _ >4.00 ::"',~,
04/10 5818' 37.60 '
04/11 5819 50.00 ,,'
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DATE-~-~---BALANCE DATE-------BALANCE DATE-~-----BALANCE
03/20 2,951.80 03/31 2,194.46, 04/09' - , 693.31
03/21 2,886.80 _ 04/01-, , "",1,379.45;:'_ '" 04/10 ':~;'-'~i,',;,"'.'.6~6.:14:~:,'
03/24 2,589;51" 04/02 1,338.45 - 04/11' '431:83'
.03/25", 2,528,51 i;,: ,c.;:",O~/03.,.,'..-!-:"~:2,208.'3? ,;,;',??04/14,_",,-.,,-; , 427.83 :' ';-;',:,:-:,::',;(' _
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SAVINGS BANK
P,O, BOX 1711 . HARRISBURG, PENNSYLVANIA 17105' PHONE: (717) 236.4041
HARRIS ACCESS LINE (717) 731-1135 or TOLL FREE 1.BOO'327-7997
Ii
I
IOHARRIS'
IiI SAVINGS BANK
p,O, BOX 1711
HARRtSBURG, PENNSYLVANIA 17105
PHONE: (717) 236.J041
STATEMENT DATE
D4/1B/97
PREVIOUS STATEMENT
03/20/97
ACCOUNT NUMBER
700000963
SOCIAL SECURITY NO
191-42-7743
PAGE
2
PAUL K MARTZ OR
DOROTHY A MARTZ
310 WOODLAND AVE
NEW CUMBERLAND PA 17070-1B80
....*.....*... VIP FREE INTEREST CHECKING
700000963 **...*************
ACCOUNT SUMMARY
PREVIOUS STATEMENT
DATE BALANCE
03/20/97 2,951.BO
TOTAL
FEES
3.00
~
ENDING
BALANCE
150.00
INTEREST
+ PAID - WITHDRAWALS -
.00 3,968.74
+
DEPOSITS
1,169.94
STATEMENT PERIOD FROM 03/21/97 THRU 04/1B/97
AVERAGE BALANCE'
1,594.38
MINIMUM BALANCE:
150.00
******..******** SAVERS ADVANTAGE ACCOUNT 760002917 **************..*********
DATE-DESCRIPTION----------------------------------AMOUNT-----------BALANCE
03/20 BALANCE FORWARD --------------------------------------> 344.74
03/27 INTEREST PAID - .77 345.51
03/31 AUTOMATIC DEPOSIT ",. /. - 25.00' 370.51
04/04 SAVINGS TO CHECKING 1""300.00- 70.51
04/10 INTEREST PAID ~ .09' 70.60
CLOSING WITHDRAWAL 70.60- .00
INTEREST RATE SUMMARY
DATE 0 - $99 $100 AND UP
03/21 .000\ 3.010\
PREVIOUS----STATEMENT INTEREST SERVICE
DATE BALANCE + DEPOSITS + PAID - DEDUCTIONS - CHARGE =
03/20/97 344.74 25.00 .B6 370.60 .00
STATEMENT PERIOD FROM' 03121/9'/"THRU.'04,/irf!97- "AvERAGE STMT'liAWcE
INTEREST EARNED .41 -' ',', .ANNUAL PERCENTAGE YIELD EAJUlE])
ENDING
BALANCE
" .00
267.59
2.83\
**************SUMMAR~{-:OF 'DEPOSIT ACCOUNTS***1IIr*****************.-**~.*-..***..***... :"
AP ACCOUNT,TAX.,.ID-NBR BALANCE INT,-RATE\ YTD-INT :"YTD-PENALTY, MATURITY,
CK 700000963'191427743 150.00 .,.. 2.000 6.59 - .. "... '- ,', ,;: ~'-
SV 760002917 191427743 .00 ' _ ,_ 2.76 " ,
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P,O, BOX 1711' HARRtSBURG, PENNSYLVANIA 17105' PHONE: (717) 236.4041
UACPIS :\r:~o::=-: 14!"~ 1-;"-' -~. ....,:: :t' T')I_L l=P::: 1.P,t)f).:127-7!'1,y .
.:'~..-':", rt
"
10 HARRIS'
IiI SAVINGS BANK
p,O, BOX 1711
HARRISBURG. PENNSYLVANIA 17105
PHONE: 171" 236..1041
STATEMENT DATE
OS/20/97
PREVIOUS STATEMENT
04/1B/97
1
DOROTHY A HARTZ
PAUL K MARTZ
5818 LINGLESTOWN RD
HARRISBURG PA 17112
ACCOUNT NUMBER
700000963
SOCIAL SECURITY NO
191-42-7743
.............. VIP FREE INTEREST CHECKING
700000963 .***......**...***
CHECKS IN ORDER
DATE-NUMBER--------AMOUNT
05/01 5785 150.00
DAILY BALANCE SUMMARY
DATE-------BALANCE
04/18 150.00
DATE-NUMB~R--------AMOUNT
DATE-------BALANCE
05/01 .00
DATE-------BALANCE
ACCOUNT SUMMARY
PREVIOUS STATEMENT
DATE BALANCE
04/18/97 150.00
+
DEPOSITS
.00
INTEREST
+ PAID -
.00
WITHDRAWALS -
150.DO
TOTAL
FEES
.00
=
ENDING
BALANCE
.00
STATEMENT PERIOD FROM 04/1~/97 THRU 05/01/97
AVERAGE BALANCE,
1,143.73
MINIMUM BALANCE,
.00
***.*****...**SUHMARY OF
AP ACCOUNT TAX-ID-NBR
CK 700000963 191427743
DEPOSIT ACCOUNTS ********.*..*...*.****......*..**....
BALANCE INT-RATE\ YTD-INT YTD-PENALTY MATURITY
.00 2.DOO 6.59
a=:cccccccccc=ccc=c==ccc=c=cc==c=====c==c=ccccc==cccc===============
IN THE MARKET FOR A NEW HOME7 THERE'S NEVER BEEN A BETTER TIME TO
APPLY FOR A HARRIS MORTGAGE LOAN. INQUIRE ABOUT OUR GREAT RATES.
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1-
PO ROY 1711 . '4~"'''1C'':1l1'''r. PI'NlJSYI VANIA 17101i' PHONE: (7171236,4041,
10 HARRIS'
IiI SAVINGS BANK
p,O, BOX 1711
HARRIS8URG, PENNSYLVANIA 17105
PHONE: 17171230,4041
DOROTHY A MARTZ
S915 LINGLESTOWN RD
HARRISBURG PA 17112
STATEMENT DATEI
ACCOUNT NUM8ERI
03/31/97
750012041
SOCIAL SECURITY NOI 202-42-5960
.************** STATEMENT SAVINGS ACCOUNT 750012041 *....***************.....
DATE-DESCRIPTIoN------~---------------------------AHOUNT-----------BALANCE
03jD9 BALANCE FORWARD --------------------------------------> .00
03{10 DEPOSIT 639.40 639.40
03{13 DEPOSIT 200.00 839.40
03/27 INTEREST PAID 1.36 840.76
INTEREST RATE SUMMARY
DATE 0 - $99 $100 AND UP
03/10 .000\ 2.820\
PREVIOUS----STATEMENT
DATE BALANCE
03/09/97 .DO
INTEREST
DEPOSITS + PAID
839.40 1.36
SERVICE
- DEDUCTIONS - CHARGE
.00 .00
ENDING
BALANCE
840.76
:lil
>,c
+
=
STATEMENT PERIOD FROM 03/10/97_THRU 03/31/97 AVERAGE STMT BALANCE
INTEREST EARNED 1.36 "ANNUAL PERC~GE YIELD EARNED"
812.13
2.81%
**************SUMMARY OF
AP ACCOUNT TAX-ID-NBR
SV 750012041 202425960
DEPOSIT ACCOUNTS *********************..*.************
BALANCE INT-RATE\ YTD-INT YTD-PENALTY MATURITY
840.76 2.820 1.36
====================================================================
HAVE YOU MADE YOUR IRA CONTRIBUTION YET?
DON'T FORGET THE APRIL 15 DEADLINE TO OPEN YOUR 1996 IRA.
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HARRIS' SAVINGS BANK
P.O, BOX 1711 . HARRISBURG, PENNSYLVANIA 17105 . PHONE: (717) 236-4041
HARRIS ACCESS LINE (717) 731-1135 or TOLL FREE 1-800-327-7997
Ct,,/,Ir.'j...e,
/s/-' (".'1/ Ir;('..l 4'," s' - 0' J./j'f'
sonCE Tn CHECK RECIPIEST rRE,"~'^Y,F1S,~SCI.'LIIASAOElIEST SE.I'ICE rrs rORlIlOl9 0..."
I'ESCORS liE: DOROTHY A MARTZ I ~E,SOOR,I.C, 202425960
' . A, ' StllBEB
USDA-NFC l:S, TREASURY REO, KANSAS CIT MO
F1HSCIAL CESTER y,
AOESCYNA.IlE} TSP SERV ICE OF F ICE
A.~CBIlJ.lSO P.O. BOX 61135 CHECKSUlIBER CIlECKAlIOUST I CHECKCATE
~CRE~ NEW ORLEANS,LA.70161-1135 088-82986969 S***1705.46 12-08-9~
FEDERAL RETIREMENT THRIFT SAVINGS PLAN DISTRIBU'r-re ESCHCHEDt:LESt:lIBER
LUMP SUM PAYMENT OF PROCEEDS FROM YOUR ACCOUNT 0000924922
TIB EIN 52-1529691 YOUR SSN 202425960
YOUR ACCOUNT BALANCE......................S 2,131.82 AOESC\'TELEPHOSESUMBEB
LESS FEDERAL INCOME TAX WITHHELD.........S 426.36 04-255-6000
AMOUNT OF THIS CHECK......................S 1,705.46
PAYMENTS FROM THIS TSP ACCOUNT WILL 8~~Rl~ TO yOU
~~D-f:H'i.-Z'1i'F.~~~MT FO M ~.,:, r;7
!~U1L~ !~Jh\lJTu 11 I!i IL ,",'""
nus SOTICE ICESTlFIES mE ISI'OICE, Pt:BCHASE OBCES OR SIlIlL,U :OCt:lIEST Sl:IIBE.S TO WHICH THE ESClOSED CHECK BEUTES
PLEASE DIRCcr AliY L~Qt:IRIES Tn THE ~GESCY ,~T THE AODRESS ,~;"ICATED ABO\'[, OR BY TELEPHOSE IF ,~ Sl:IIBE. IS ?lOI'IDEO
u.
~
DOROTHY A MARTZ
5815 LINGLESTOWN17R1D12
HARRISBURG PA
03 0R
REF~
S***1213*48
<nnitrh ~~'~o~'
C 059.899.736
Check No,
02 19 99 37
CSR0043051 A
CHICAGO" ILLINOIS
C4 MART! ::;::
2095, 58743108
VOID ArtER ONE YEAR
rf'~;:~':'
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t:,;,:~:. ,~''';':.:.l. .:... ' .
II' 20"15511'
I:0000005~81: 58?I,H08!;II' ~1,02"1"1
1\
~j)
PENSION APPRAISERS INC.
P.O. Box 4396 . Allentown, PA 181r,S-.1396
1-800-447-0084 . Fax 610-770-93.j2
March 26, 1999
Debra Denison Cantor, Esq.
2331 Market Street
Camp Hill, Pennsylvania 17011-4642
RE: Present Value of Paul K. Martz's Defined Pension Benefit
File No. 06-12-98-117-15458
Dear Attomey Cantor:
We have determined by the PBGC Actuarinl and Mortality Table Method the present
value of Paul K. Martz's defined pension benefit of $1,199.97 per month payable at 60
adjusted for a hypothetical Social Security pension benefit of $690.88 per month payable
at age 62 to be $47,214.71. This calculation was derived from the following information and
facts:
BIRTH DATE: December 30, 1950
VALUATION DATE: March 15, 190i"
MARRIAGE DATE: April 15, 1972
SEX: Male
PENSION PLAN: Civil Service Roliroment System (CSRS)
D.ll.TE EMPLOYMENT STARTED: October 30, 1970
(Assumed date pension holder begun participation in the plan)
DATE BENEFITS STOPPED ACCRUING: March 15, 1997
(Assumed date pension holder ended participation in the plan)
ASSUMED DATE MARRIAGE ENDED: March 15, 1997
AGE WHEN BENEFITS COMMENCE: 60 Years
"Valuators of Defined Pensioll Benefits for Equitable Distribution"
PBGC Actuarial and Mortality Tables Method
March 26, 1999
Paul K. Martz - File # 06-12-98-117-154513
Page 3
REDUCTION FOR MARITAL COVERTURE FRACTION: 0.9447
Represents that portion of the value of the benefits attributable to the
marriage. The numerator of tile fraction represents the total period of
time the pension holder participated in the plan during the marriage and
the denominator is the total period the pension holder participated in the
benefits program.
PRESENT VALUE BEFORE REDtJCTIONS:
Less: Present Value of Assumed
Social Security Benefit
ADJUSTED PRESENT VALUE
Reduction for Non-Vesting:
Reduction for Marital Coverture:
VALUATION FOR EQUITABLE DISTRIBUTION
$ 88,733.81
38.755.28
$ 49,978.53
x 1.0000
x 0,9447
$ 47,214.71
March 26, 1999
Paul K. Martz - File 1106-12-98-117-15458
Page 4
ESTIMATE OF HYPOTHETICAL MONTHtY SOCIAL SECURITY BENEFIT
Step 111: Calculate theTotallndexed Earnings for determining the Hypothetical
Social Security Benefits.
MAXIMUM EARNINGS
COVERED BY
YeAR SOCIAL SECURtTY
1958 $4,200.00
1959 $4,800.00
1960 $4.800.00
1961 $4.800.00
1962 $4,800.00
1963 $4,800.00
1964 $4,800,00
1965 $4,800,00
1966 $6,60D.00
1967 $6,600.00
1968 $7,800,00
1969 $7,800,00
1970 $7,800.00
1971 $7,800.00
1972 $9,DOO,OO
1973 $10,800.00
1974 $13,200,00
1975 $14,100,00
1976 $15,300.00
1977 $16,500.00
1978 $17,700,00
1979 $22,900.00
1980 $25,900.00
1981 529,700.00
1982 $32,400.00
1983 535,700,00
1984 $37,800.00
1985 $39,600.00
1986 $42,000.00
1987 $43,800.00
1988 $45,000,00
1989 $48,000.00
1990 $51,3DO.00
1991 $53,400,00
1992 $55,500,00
1993 $57,600.0D
1994 560,600,00
1995 $61,200.00
1996 $62,700,00
1997 $65,400,00
Tolallndoxcd Earnings
ESTIMATEO
EARNINGS
:.I:STOFlY
$0,00
$0,00
$0,00
$0.00
$0.00
SO,OO
$0,00
50.00
$0,00
$0,00
$0,00
50,00
50,00
~O,OO
$12,109,13
$12,604,37
$13,:'06,93
$:3,018,12
$ : 4,G79,29
$15.~71,87
$15,997,35
51~:157,30
$17,553,34
$~1j,-:D7.20
$ 1 9.260,80
$20.600,00
$20,UOU,OO
$23.t71,20
$23,171.20
$23,617.45
$24,086.40
$24,564.80
$2G.188,OO
$20,208.00
$27,209,60
$20,288,00
$20,,196,00
528,705.45
$20.:1 t6.43
$29,120,97
1997
FACTOR
6.7248244
6.4074018
6,1654405
6,0452926
5,7570164
5.6192138
5.3985866
5,3031004
5,0028066
4,7380404
4.4340855
4,1918334
3,9936472
3,802579
3.4631837
3,2592531
3,0763788
2,8624596
2,6776907
2,5262858
2,340431
2,1521622
1.9743268
1.7937610
1.7001639
1.6211871
1,5311777
1.4686072
1.4262739
1,3407672
1.2778323
1.2291648
1.1748946
1,1326044
1.0771837
1,0679986
1.0400837
1,0000000
1.0000000
1.0000000
ESTIMATEO
INOEXED
EARNINGS
$0,00
$0,00
$0,00
$0,00
$0,00
$0,00
50,00
$0,00
$0,00
$0,00
$0,00
$0,00
$0,00
$0,00
531,168,65
$35,199,93
$40.600,20
$39,040,06
$39,038,83
$38,581.11
$37,440,69
$36,064.43
534,656,03
$32,982,26
$32,746,52
$33.720,69
$31,848,50
$34.029,39
$33,048.48
$31,665,50
$30,778.38
$30,194,19
$29,594.19
$29,685,39
$29,395,91
$30,211.54
$29,630,23
$28,705.45
$28,916.43
$29,128,97
$858,887,94
.. ',,- .."
r"
,_....
-.....,
, , , .
March 26, 1999
Paul K. Martz . File 1/06-12-98-117 -1545B
Page 5
Step /12: Divide the Total Indexed Earnings by 35 to determine Average Indexed
Yearly Earnings.
Analysis:
$890.711,94 - $25,448.91
35 Years
Step 1/3: Divide Average Indexed Yearly Earnings by 12 to determine Average
Indexed Monthly Earnings.
Anaylsis:
$25.448,91 = $2,120.74
12 Months
Step 1/4: Determine the Hypothetical Basic Monthly Social Security benefit
payable at Full Retirement Age.
Formula:
(A) Multiply the first $455 of AVC:I'age Indexed Monthly Earning by 90%.
(B) Multiply the next $2286 of ';v~rage Indexed Monthly Earnings by 32%,
(C) Multiply any remaining Aver"ge Indexed Monthly Earnings by 15%.
(D) The sum of (A), (B) and (C) i:; the Estimated Basic Benefit payable at
Full Retirement Age.
Analysis:
$ 455.00 x
$ 2,286.00 x
$ 0.00 x
Monthly Benefit
0.90
0.32
0.15 =
= $409.50
- $533.04
$0,00
$942.54
Step 1/5: Determine the Hypothetical Basic Monthly Social Benefit payable at age 62.
Formula: 0,733 % of the Monthly Benefit Payable at Full Retirement Age.
Analysis:
0.733 x
$942.54 = $690.88
PAGE 1 OF 2
. DATE: 06-02-1998
CSRS
ENPLOYEE DATA
EMPLOYEE NAl~E:
DATE OF BIRTH:
SERVICE COMPUTATION DATE:
DATE OF RETIREMENT:
EMPLOYEE'S AGE AT RETIREMENT:
HIGH-3 AVE~\GE SALARY:
PAUL K. MARTZ
12/30/1950
10/30/1970
12/31/2005
55 YEARS 0 l~ONTHS
$ 31,931
============================================================================
** CSRS SERVICE CREDIT:
35 YEARS
2 110NTHS
1 DAYS
TOTAL CREDIT:
35 YEARS
2 MONTHS
1 DAYS
=========================================================================:==
** [INCLUDES: 1 YEARS 7 MONTHS 5 DAYS MILITARY SERVICE]
"ESTHIATED"
VOLUNTARY RETIREI1ENT BENEFITS
-----------------------------------
NET BENEFITS:
ANNUALLY l"ONTHLY
---------- ---------
$ 21,252.00 $ 1,771.00
1,848.00 154.00
---------- ---------
$ 19,404.00 $ 1,617.00
883.80 73.65
262.92 21. 91
---------- ---------
$ 18,257.28 $ 1,521.44
---------- ---------
---------- ---------
$ 11,688.00 $ 974.00
CSRS BASIC ANNUITY:
COST OF SURVIVOR BENEFITS:
ESTIMATED NET ANNUITY:
(x) HEALTH INSURANCE PREmUl~:
LIFE INSURANCE PREMIUMS:
FULL SURVIVING SPOUSE'S ANNUITY:
(x) [ Health Plan Enrollment Code: 451 - 1998 Premium Rate ]
======================================================================
LIFE INSURANCE
---------------------
(Final Basic Pay: $ 31,931)
COVERAGE
AT RETIREMENT (xx)
MONTHLY PREIUUM
AT RETIREMENT
MONTHLY PRElHUM
AGE 65 AND LATER
-----------------------------
----------------
BASIC COVERAGE:
OPTION A COVERAGE:
OPTION C COVERAGE:
$ 34,000
10,000
5,000/2,500
$ 12.16
6.50
3.25
$
0.00 (xxx)
None
None
(xx) [Total Regular Life Insurance Coverage At Retirement: $ 44,000]
(xxx) [Basic Life Insurance Reduction Elected: 75%]
SPECIFIED
BASE AMOUNT
------------
FULL ANNUITY
16,261
11,261
6,261
3,600
PAGE 2 OF 2
SURVIVOR BENEFIT ALTERNATIVES
=============================
SURVIVOR BENEFIT M10UNT
--------------------------------
PER YEAR PER MONTH COST
-------- --------- --------
$ 11,688 $ 974 $ 1,848
8,940 745 1,356
6,192 516 852
3,432 286 348
1,980 165 84
YOUR REDUCED ANNUITY
----------------------
PER YEAR PER MONTH
-------- ---------
$ 18,257 $ 1,521
18,749 1,562
19,253 1,604
19,757 1,646
20,021 1,66B
DATE: 06-02-1998
CSRS
EMPLOYEE DATA
EMPLOYEE NAME:
DATE OF BIRTH:
SERVICE COMPUTATION DATE:
DATE OF RETIREMENT:
EMPLOYEE'S AGE AT RETIREMENT:
HIGH-3 AVERAGE SALARY:
PAUL K. ~IARTZ
12/30/1950
10/30/1970
12/31/2005
55 YEARS 0 MONTHS
$ 31,931
============================================================================
** CSRS SERVICE CREDIT:
33 YEARS
6 MONTHS
26 DAYS
TOTAL CREDIT:
33 YEARS
6 MONTHS
26 DAYS
** (EXCLUDES: 1 YEARS 7 MONTHS 5 DAYS MILITARY SERVICE]
----------------------------------------------------------------------------
----------------------------------------------------------------------------
"ESTIMATED"
"CATCH-62" REC01.IPUTATION AT AGE 62
-----------------------------------
NET BENEFITS:
ANNUALLY 110NTHLY
---------- ---------
$ 20,196.00 $ 1,683.00
1,752.00 146.00
---------- ---------
$ 18,444.00 $ 1,537.00
883.80 73.65
262.92 21.91
---------- ---------
$ 17,297.28 $ 1,441.44
---------- ---------
---------- ---------
$ 11,100.00 $ 925.00
CSRS BASIC ANNUITY:
COST OF SURVIVOR BENEFITS:
(a) ESTIMATED NET ANNUITY:
(x) HEALTH INSURANCE PREMIm4:
LIFE INSURANCE PREMIUMS:
FULL SURVIVING SPOUSE'S ANNUITY:
(a) Annuity will be increased by any COLA increases between date
of retirement and age 62.
(x) ( Health Plan Enrollment Code: 451 - 1998 Premium Rate ]
U.S. Individual Income Tax Return
L...""lm.
,1g OMB,No,IIU..0074
Vout Itlda'..auttynul'llbet
202-42-5960
For '''I .,.., Jan.. I-Ole, J'. U1U, or atht, I.. .,.., bIQI""lno
VDurfilltn.m.lndinlllll
..tS.'
If\lUuctlonl
onpag.'.,)
U..tt,.IRS
....L
Otherwl..,
pt....pri"1
Oftyp"
DOROTHY A
MARTZ
L...ln,ml
tJPOU.I'. local..wlny numb.'
191-42-7743
. IMPORTANTI
.
It IjOlnl ,atur", .pau.." fltst n.m. and Inlh.1
Hom. add,,,,
5815 LINGLESTOWN ROAD
City, town 01 po.l olliet, 1"11, and ZIP eodl, It you hi""" farll;n add'..., ... Olgl 11,
HARRISUBRG PA 17112
.. Do you want $3 10 go 10 Ihls lund? , , , , ,
, If a oint rolurn, dODS our spouso wont $3 to 0 10 this fund? . ,
Slnglo
Marrlod filing lolnt 'olUrn (ovon il only ono had Incomo)
Mlniad tiling up.,all ,.tur", Enl., .pou..'. S5N .laG VI, lull nama 1'1"1, ... PAUL MARTZ
Head or household (with qualifying person), (Seo pogo 10,) It lhl QUltltYlno p.'lon I... child but not your dlp.ndtnt,
anllrlhl.c:t:i1d'.nll'lll h,'I, ..
II mar. thin 'Ill
dlplndlnls,
"I pial 19.
Income
. Attach
Copy B of your
.. Forms W-2,
W-2G. and
1099-R here,
1111 you did not
get a W-2,
see page 20.
I)
Enclose, but do
not staple, any
.. payment, Also,
please use
Form 1040-V,
AdJusted
Gross
Income
IIl1no 33 Is undor
, $30,095 (undO'
$10,030 II a child
. did nOllive with
you), soo EIC
Insl. on pago 30,
(1) Filii nlml
"pl,ncJ
VIS
You must ontor
your SSN(s) above,
No Nole:ChlCIUna
X "Vu.wtUnat
chlnglyaurtuo,
rlduCl yaur,.fund,
1
2
3
4
x
Quail In wldow(o,) wllh dopondont child ( ear spouso dlod "'9 ), (500 po 016,)
Yourself. If your parent (or someone else) cnn claim you as B dependent on his or he} No. 0' bon.
chlcllldon
taxreturn,donotcheckbox6a. ... . .... ............ &land lib
b Souse. . , . . . . . , . . . . . . . . . .., .. No, 01 your
C Dependents. ")OIPlndlnt'. (4)ChICllif :..h~l.d.rlnonBe
. (2)OIPlndlnl', ,.. QuallfYlna'
,ocials.curltynumbl' rllatlanshlpto hlldforchlld. '
au . hid .,Ih you
o · did noll~ with
O you dUI 10 dlvorCII
alsepuatian
o ('11 pagl tg)
o
o
o
5
6a
x
-L
lutnlml
Olpendlnts an Be
"01 entlled above _
d
?
Total number of exempllans claImed. , . . . .
Wages, salarlos, tips, ole, Anach Fo'm(s) W-2
Add numbers
entered on
Unl' above
~
,..........."..,.. ,
........... .
7
6a
8 487
163
6a
b
9
10
11
12
13
14
15a
16a
17
16
19
20a
21
Taxable Inlerest, Anach Schedule B if required
Tax-e.empllnlOrosl. DO NOT Includo on IIno 6a , 6b
Ordinary dividends, Anach Schodulo B II roqul,ed , , . . . . . .
Taxable refunds, credits, or offsets of state and local Income laxos (see page 21).
A1irT1Ony received ..........,.......
Business income or (loss), Anach Schedule C or C-EZ
Capital gain 0' (loss), Anach Schedulo D, .
Othor gains 0' (losses), Anach Fo,m 4797 ..,.., ..."..""..,..
Total IRA dlstributlons ~ I b Taxable amount (UI pial 221
Tatllpln.ianS&lnnuitlu c:!!!J b Taxable amount (SU Plgl 221
Rental real estate, royalties, partnershIps, S corporations, trusts, etc. Anach Schedule E
Farm Incomo or (loss), Anach Schedule F . , . . , , . . , . . . . , , .
Unemployment compensation ...... . . . . . . . . . . . . . . . . .
Social security benefils ~ I b Taxable amount (SlI 01111 241
Other Income.
21
22
10,782
9
10
11
12
13
14
15b
16b
17
16
19
20b
2,132
22
23
24
25
26
27
26
29
30
31a
Add the amounts In the far rl hi column 'or lines 7 throu h 21, This Is
IRA doducllon (soe pogo 25) ,...,...,.,. 23
Studenlloan Interest deduction (see page 27) 24
Medical savings account deduction, Anach Form 8853 25
Moving e)(penses, Anach Form 3903 ....,.., 26
One-hell 01 soll-employmont tax, Anach Schodule SE 27
Sell-omployod hoallh Insuranco doduction (500 pego 28) 26
Keogh and sell-employod SEP and SIMPLE plans 29
Penalty on early withdrawal of savings ...... 30
Alimony paid, b Reclplont's SSN 31a
our tobllncome ..
....,.. .
32
3J
10,782
Fo,m 1040 (1996)
32 Addllnes231hrough31a .....,..".,
33 Subtract line 32 'rom Une 22. This is our ad usted
For Prtvacy Act and Paperwork Reduction Act Notice, see page 51.
ross Income
,'A
~
-
Tax and
Credits
Sundord
Deduction
!orMo.l
Peopll
Single:
$4.250
Heod 01
household:
$6.250
Mimed filing
jolndy or
Quollfylng
wldow(er):
$7.100
Mlrrled
Iillng
separately:
$3.550
Other
Taxes
Payments
Anoch
Forms W-2.
ond W-2G
on page 1,
Also onoch
Form 1099-R
if tax was
withheld,
Refund
Hove It
dinr.dy
deposnodl
Soe goge 37
and ill I" 6Bb,
II 660. ond 66d,
Amount
You Owe
. Sign
Here
Joint relurn?
II See plge 18,
Keep I copy
for your
records,
. Paid
Preparer's
Use Only
EEA
-.....---
Po e 2
202-42-5960
34 10 782
Un.,.' "enloU." at pI'lury,1 d.~III' 1"&' I hlVI ..am.ned UUI rllurn and ..ccompanying IChldules Ind It&tamlntl, and to the bllt 01 my knowledge and
blh.t, they .r. \tUI, cornet, Ind compllte. Declaration ot prepaflrtothe, than tAllpay,r}II ba..d on III information 01 which pt'Plf.' ha.any knowl.dg',
0101. Your occupatio" Oaytim. t"ephone
numbol(oplIon.1)
36
37
38
39
40
41
42
43
44
45
46
47
48
49
SO
51
52
53
54
'5'5
56
57
58
59a
~
1 651
Form 104U 1998
DOROTHY A MARTZ
34 Amounlllom IIno 33 (ndlusled gross Incomo). . . . . . . . . . . . . . . .
351 Chock 11:[]vouwore 65 0' OldO'O Blind: []spOU'" wos 85 or oldor.D Blind,
Add tho numbor o' boxos chockod abovD and enlor tho 10101 horo. . . . . ..351
b II you 110 morrlod IllIng soporoloty ond your spouso 1I0m/zos doducllons 0'
you woro 0 duot-SlolUS ollon. soo pogo 29 ond chock hO'o . . . . . . . . ~ 35b ug
Enler lho larger 01 your IIlmlzod deduction. Irom Schodulo A. tlnn 28. OR eundard
deduction shown on tho lon, But soo page :10 10 find your standard deduction II you
checked any box on lino :l5a or :l5b or II someone can claim you as D dopendant. . .
subtractlino :16 from line 34 . , , . . . . , . . . . . . . . . . . . . . . . . . . . .
II line 34 Is $93.400 or less. mUlllpty $2.700 by Ihelolol number 01 oxempllons clnlmod on
line 6d, II tine 34 Is over $93.400. seo Iho workshool on page 3D lor Ihe amount 10 enler
Taxabtllncoml, Subtrlclllne 38 Irom line 37, IllIno 38 Is morelhan linn 37. onle' -0-
Tax. See plge 30, Check II eny lex I,om aD Fo'm(s) 8814 b Form 4972 . . ~
Credlllor child & dopondent cere exponsos, Anlch Form 2441 41
Credlllor Ihe elde'ly or Ihe dlsobled, Anach Schedulo R 42
Child lOX Cledll (see pago 31). . . . 43
Educallon credl1s, Anach Form 8863 . . . . . . 44
Adopllon credil, Anlch Fo,m 8639 . . . . . . . 45
Foreign lox Cledlt, Anlch Form 111611 requlrod . . . . ,. 46
Qlher, Chock IIl,om a 8 Form 3800 b D Fo,m 8396
c 0 Form B801 d Fo,m (specify) 47
Add lines 411hrough 47, These o,e you, lotat credits. . . . .
SubtrlClllne 48 Irom line 40, II line 48 Is mo,e Ihan line 40. ente' -0-
Sell-employmont lex, Attach Schedule SE .........,..
Alternative minimum tax, Anach Form 6251 ............
Social security and Medicare tax on tip Income not reponed to employer,Attach Fotm4137
Tex on tRAs. olher rell,emenl plans. and MSAs, Attach Fo,m 5329 II requl,ed . NO.
Advance earned income credit payments Irem Form(s) W..2
Household employmenlloxos, Mach Schedule H . . .
Add lines 49 Ihrou h 55, This Is our total tax . . . , , . ,
Fedorallncome lax withheld trom Forms W..2 and 1099 .. 57
1998 est tax payments and amount applied 1rom 1997 return. 58
Earned Income credit. AttaCh Schldul. EIC it you ha"l a qualltYlng
~ I I
Child. b Nonlu.bl. ..tnld incoml: amount
60
61
62
63
64
65
66a
~ b
~ d
67
68
and~'. 59a
Addlllonll child lex Clodil, Anach Form 8812 60
Amounl plld wllh Form 4868 (requesllor eX1enslon) 61
bCIIsloclalslcu'ltyandRRTAtuwllhhlldtUIPlg.OI. . . . . ., 62
Othl~paymlnts, ChlCkl"tom a o Form 24311 b o Fotm4135. 63
Add lines 57. 58. 59a. and 60 throu h 63. These are our total ...
IIl1nl 5411 motl than l1nl !IS, lubUIct linl !l5ltom lInle4, ThiS II thl amount you OVERPAID
Amount 01 line 65
Routing number
Account number
Amount of IIn. 55 you want APPLIED10YOUR 1999 ES1IMATED lAX · 67
If IInl 5511 mOil than Ilnlec, lubtrlCt Ilnl SCfrom IInl 55, Thlllllhl AMOUNT YOU OWe.
For details on how to pay. see page 44 ........................ ·
Estimated tax penalty, Also Include on line 68. , . . . . . .. 69
69
~ Yourl'gnltulI
~ S.,",,'. "'00"'" It I'''' "MO. eOTH m.1I "'0,
Oate
Chick if
IIII-Imployld
."....e. lir.. ~ ,,/J // ~ .
I'DnatutI , tC{,~'l A' ~tftace1a
lir.. KELLY FINANIC SERVICES
, 710 BRIDGE STREET
NEW CUMBERLAND
Firm'lnlml(otyoutl
i11111_.mploy.d)and
add'I"
PA
36
37
~
48
49
SO
51
52
53
54
55
56
1,278
9 504
2,700
6 804
1 024
1 024
213
1 237
1099
1 651
414
414
Pnp.,I'" aocialllcurity no,
173-34-3533
EIN 23-2874776
ZIPcodl
17070
I_
III
.
I I
.
SCHEDULES A&B
(Form 1040)
Schedule A - Itemized Deductions
4 - 4
1998
Anachmonl
~ See InstnJctlonslor Schldulls ^ and B Form 1040 . Sequonco No, 07
Your social security number
202-42-5960
D,Olrlmlnt 01 the n..luty
Inll,n,1 R.__Inu. S,'\lIU lnl .. Attach to Form 1040.
Narne(II Ihow" on Form t040
DOROTHY A MARTZ
Mldlcal
and
Dlnlal
Expenses
.
I
I
I
.
I
.
I
.
Taxes You
Paid
(See
page A-2,)
Interest
You Paid
(See
page A-3,)
Noll:
Personal
Interest Is
nol
deduclible,
I
Gills to
Charity
.
Ifyoumade&
Qlftandgota
ben,fitto,.t,
"'Olg.A-..,
I
Casualty and
Theft Losses 19
Job Expenses 20
and Most
Olher
Miscellaneous
Deductions
tI
I
(See
page A-6 for
expenses to
deducl he,e,)
.
fJI
Other
Miscellaneous
Deductions
CauUon: Do not Include DXpen:109 reImbursed or paid bV others,
1 Medical and dentale,pen.e. (.ee pogo A-1) . . .
2 Enter amounl from Form 1040,IInl J4 2 10 782
3 Mulllply line 2 abovo by 7,5% (,075) . . . , , .
4 Subtraclllne 3 f,om line 1, II line 31. mora Ihan line 1, enler -o-
S State and local Income tIDCBS . .
6 Real e.lale laxe. (.ae page A-2) .
7 Per.onal p'openy taxes
8 Olher laxe., U.t type and lmounl ~
9 Addllne.5lhrou h8....., ,
10
11
Homl mOltglg' int.,nt and points "potted to you on Fo,m 1098.
Ham. mo,tgagl intl'ls1nolnpon,d to you on Form 10911, If paid
10 thl plrlon from whom you bought thl nome, ue page A-3
and lIhow that Plrlon'. name, id.ntlly....g no., And addr.n 0 0 .
~
11
12 Points nol reponed to you on Form 1098. See page A-3
forspeclalrules ....... 0.....00.00..
13 Investmenllntercst. Anach Form 4952, if required, (See
page A-3,) ...,.......,.........
14 Add line. 10 Ihrou h 13 ."...,..".."
15 Gih. by cash 0' check, II you made any gih 01 $250 0'
,omore,seepageA-4 .....,. 0.0..00...
16 Othe, than by cash 0' check, II any gih 01 $250 0' more,
see page A-4. You MUST anach Form 8283 iI over $500
17 Carryover from prior year.
18 Add line. 15 th,ou h 17 ....".,..",.
12
13
. 0 0..'... 0
15
16 75
17
.'".', 0..
e A-5,) .
Casual or theft loss es. Anach Form 4684, See a
Unrelmbursed employee expenses -job travel, unIon
dues. job education, elc. You MUST anach Form 2106
or 2108-EZ if ,aqul,ed, (See page A-5,) ~
.0...'.."..", .
21 Tax preparalion fees . . . . 0 . . . 0 . 0 0 , . . . . ,
22 Other expenses - Inv8sIment, sale deposit bole, elc, Ust
type and amount ~
20
21
292
23 Add line. 20 through 22 ....,
24
25
26
27
22
23
292
Ent., amount Irom Fo,m '040, line 34
24
10,782
Mulliply line 24 abova by 2% (,02) , ' . . . . . .
Subtract line 25 !rom !lne 23, 111100 25 is n.ore than line 23, enter -0-
Other - from list on page A-G. Ust type and amount ~
25
28 Is Form 1040, IIno 34, ovor $124,500 (ovor $62,250 if married filing separalely)?
NO, Your deduction is nOlllmiled, Add the amounts in lho far right column
for lines 4 through 27, Also, enter on Form 1040,IIno 36, Ihe larger of
this amount or your standard deduclion,
YES, Your deduction ma be limited, See a e A-6 for the amount to enler.
For Paperwork Reduction Act Notice. see Form 1040 Instructions. EEA
.
Tolal
itemized
Deductions
.
I
I
I
J. ~
18
19
216
27
Schedule A (Form 1040) 1998
75
76
Schedule. MB Form 1040 100B
Name(s) shown on Form 1040: 00 not ,nil' nlru and locillucuflly numbellf shown on 0111" Ilda.
DOROTHY A MARTZ
I
I
I
I
I
I
M
I
I
I
~
I
I
I
I
I
I
I
I
.
I
.
I
.
I
II
,
I
g
\
I
I
I
I
J
6 Add tho amounts on Una 5. Enter the total here and on Form 1040, line 9. . . .. ... 6
YOU must complolothis part if you (al had ovo' $400 ollntorost 0' o,dlnary dlvldonds; (b) had a loralgn
account; or (c) received a distribution from, or wero a grantor of. or a transferor to. a foreign trust,
73 At any time during 1998, did you have an interest In or a signature or other authority over a financial
account In a lorelgn country, such as a bank account. securities account. or other llnanclal
account? See page B-2 for exceptions and tiling requirements for Form TO F 90-22.1
b \I 'ryes," onter the name of tho lorelgn country ..
B During 1998, did you receive a distribution from, or wero you the grantor at, or transferor to, a
forei n trust? If "Yes." au mn have to file lorm 3520, See a 0 B-2 ..,.......
For Paperwork Reduction Act Notice, see Fonn 1040 Instructions. EEA
Part I
Interest
(Sea pages 20
and B-1.)
Note: " you
received a Form
1099-INT, Fo,m
1090-0ID, or
substitute
statement Irom
a b,okaraga firm,
lI.t tha firm'.
noma a. the
payer and enter
the lolallnta,ast
shown on that
lorm,
Part \I
Ordinary
Dividends ' .
(Sae plgas 21
and B-1,)
I
I
I
Note: If you
received a Form
1099-DIVor
substitute
statement from
a brokerage firm,
list tho firm's
name as the
payer and enter
Iha ordinary
dIvidends shown
on that torm.
.
Part III
Foreign
Accounts
and Trusts
(See
page B-2,)
":"~,~~.~:.::.::'Z
OMB No, 1545-0074 PI 02
Your .oclal .Icurlty number
202-42-5960
Anachmonl
Soquenco No, 08
Schedule 8-lnterest and Ordinary Dividends
Notl: \I au hnd ovor $400 in taxable Interest incomo, au must also com 1010 Part III,
Ust name 01 payor, It any Interostls Irom a soller-flnancod mortgage and tho
buyer u.ad the propor1'/ as a parsonal ,esldenco, see paga B-1 and IIstlhls
Interost first, Also. show that buyer's social security numbor and address
Amount
~
163
HARRIS SAVINGS BANK
1
2 Add the amounts on line 1 ........"........"..,...,
3 Excludable Interest on series EE U,$, savings bonds Issued atter 1989 from Form
B815, line 14, YoU MUST anach Form B815 to Form 10~0 .".,....
4 Subtract line 3 Irom line 2, Enter the result hero and on Form 1040. line Sa
Note: II ou had over 400 In ardlna dividonds ou must also com loto Panlll.
5 Ust name 01 payer, Include only ordinary dividends. Repon any capItal gain
dlsl,lbutions on Schadule D, line 13 ~
2
163
3
4
163
~
Amount
5
Yes No
....... .
Schedull B (Form 1040) 199B
EMP. NO,
::.lJ
REGULAR
All. 0 ~l
OVERTIME
.\10
Vo\CATICN
, ~
FICA
4 A . 41i
FEDERo\L W,H TAX
. =., .11
1l:IH!'I"
lIil7;\,Y
A 1 . I) n
, ,
~
HOLIDAV
SPSCIAL
HEPFER'SIlTRUE-VAt.UE,HOME CENTER
, -
CHECK NO,
: ' . EAANlI'IG$- . '.' ':,. t'. ,'" I:'...: .':l~
0003470
REGULA~
VAC,\TION
SICK
.110
SICK
.110
rOTo\t.I1AS,
IiJIl.1I1I
CVERTIME
.110
HCt.IDAV
.110
SPECIo\t.
. 'HI
Ail. Il Il
III,
STATE 'N,H TAX
1 7 .4::
OTHER 5T, W.H
.Illl
CliY W,H T'\)(
I; . 411
'1IOl1JJmUIYIlEIIllCIIDHS: -'" ' ,
U~llCtI
.1111 .\111 .011 .UIl
LCAtI
, ~h' .1111 .1111 .111l
GAflW5H
. ~ll' .1111 .1111 .Illl
GROSS
FIC"
..'''j:.,r-.,i'f j.~)-l't'.~,J~~''':j~'?~ . ,. ~:.). ~(. ':" .rv YE:A8lt'Umm!'~,:t'~':~;~~:ia:~f=;:j~)" ~~<,.~q!.~-i:..~~tJ:.:, i..';::~~f;i8.
QTHE;:j ST, 7"X
.\'11
"4.IHl
Ii Jill). 1111
JAY.1i1l
F:O, ',\!,H';"'\X
SToloTE','J,H';""'X
71)1',\'1-)
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GROSS PAY
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TOTAL TAXES WIH
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TOTAL OTHER TAXES
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TOTAL VOL. OED.
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NET PAY
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INCOME:
Employcr:
Typc of work:
Pay pcriod (biwcckly):
Gross pay pcr pay pcriod:
Tmc Valuc
Cashicr
$8 OO/hour
$640,00
Fcdcral Withholding:
Social Sccurity:
Local Wage Tax:
State Incomc Tax:
Retircment:
Savings Bonds:
Credit Union
Life Insurance:
Hcalth Insurance:
Net pay per pay period:
$ 8100
$ 48,96
$ 6.40
$ 1792
$ 0,00
$ 000
$ O,OQ
$ 000
$ 000
$ 485,72
,
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OTHER INCOME:
MONTHLY
A1imDny
$ 177. 17 (Bi-weckly)
EXPENSES:
MONTHLY
Homc:
Rent
Maintenance
Utilities:
Electric (heat and air conditioning inc)
Telephone
Refusc
I
,
I
$295,00
0,00
i
38,00
22,00
11.00
Employment:
Public transport
Lunch
,00
86,90
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Taxcs:
Personal Tax
12,00
Insurancc:
Renters
Automobilc
Life
Accident
Health
6,67
50,00
,00
.00
,00 (Husband took Wife offofInsurance)
2
. . , .
t . . ,
v.
: IN THE COURT or COMMON PLEAS
: CUMBERLAND COUNTY,PENNSYLVANIA
NO: 98-545
DOROTHY A. MARTZ,
Plaintifi'
PAUL K. MARTZ,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
CERTIFICATE OF SERVICE
I. Barbara Sumple-Sullivan, Esquire, do hereby certifY that on this date, I served a true and
correct copy of the foregoing PRE-TRIAL STATEMENT, in the above-captioned matter upon the
following individual(s) by first class mail, postage prepaid, addressed as follows:
Debra Denison Cantor, Esquire
Reager & Adler, P,C,
2331 Market Street
Camp Hill, PA 170
/.
Barbara Sumple-Sullivan, Esquire
Attorney for Plaintiff
549 Bridge Street
New Cumberland, P A 17070-1931
(717) 774-1445
Supreme Court I.D, No, 32317
DATED: November 5,1999
IN THE COURT OF COMMON PLEAS, CUMBERLAND CO., PENNSYLVANIA
DOMESTIC RELATIONS SECTION
DOROTHY A. MARTZ,
DOCKET NO. 98.545 CIVIL
Plaintiff
PACSES CASE NO. 163100736
DR 28338
v.
PAUL K. MARTZ,
Defendant
PRAECIPE TO WITHDRAW SUPPORT APPEAL
TO THE PROTHONOTARYand
DOMESTIC RELATIONS OFFICE
Please withdraw the support appeal filed by Paul K. Martz on or about December II, 2000.
Respectfully submitted,
REAGER & ADLER, PC
Date: U... 3 ..... 0 \
By:
Joanne arrison Clough,
ID #36461
2331 Market Street
Camp Hill, PA 17011
717.763.1383
Attorneys for Defendant
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" Dorothy A. Mnrt7.
PlnintifT
lm.: 012001l(1
IN TIlE COURT OF COMMON PLEAS
CUMBERLAND COUNTY. PENNSYLVANIA
,
CIVIL ACTION - LA W
Pnul K. Mnrlz
Defendnnt
NO. 911-S4S
nOMESTIC ImLATIONS OlmER
I. This Domeslie Relations Ordcr ("DRO") ereatcs and recognizes the existence of the
Altemnte Pnyee's right to receive a portion of the benelits pnynble with respect to the Participant. It is
intended to constitute n DRO Aeeeptnble For Processing under final regulations issued by the Office of
PcrsonneI Mnnngemcnt ("OPM"),
2. This DRO relales to the provision of marilnl property rights to lhe Alternnte Payee pursunnt
to the Marital Selllement Agreement dated March 26, 200 I.
3. This DRO applies to lhe Civil Service Retirement System ("Plan") and nny successor
thereto. Paul K. Martz ("Participant") is a Participant in the Plan, Dorothy A. Marlz ("Alternate Payee") is
the Alternate Payee for the purposes of this DRO,
4. The Participant's name, mailing address, Social Security numbcr and date of birth arc:
Mr. Paul K. Martz
611 Wallon Slreet
Lemoyne,PA 17043
Social Securily No.: 191-42-7743
Date of Birth: Decclnber 30, 1950
5. The Alternate Payee's name, mailing address, Social Security number and date of birth arc:
Ms. Dorolhy A. Martz
923 E Bosler Avenue
Lemoyne,PA 17043
Social Security No.: 202-42-5960
Dale of Birth: April 30, 1951
It is the responsibility of the Allernnle Payee 10 keep a current mailing address on file with
the Plan at aI/times,
Dno
Page 2
6. The Alternnte Pnyee is enlitled to a porlion of the Pnrticipnnt's Gross Monthly Annuity
under the Plan as set forth below, 1'he OPM is hereby directed to pay Alternnte Payee's share
directly to Alternate Payee,
7. This DRO assigns to Alternate Payee an amount equal to 60.00% of the Participant's
Gross Monthly Annuity accrued ns of March 2, 1997, bnsed upon the Participant's service as of
that date and based upon the Participant's high three yenr average salary as of that date. The
Gross Monthly Annuity is the Participant's total annuity without any deductions that are
withheld for any reason. In addition to the above, when COLA's arc applied to Participant's
retirement benefits, the same COLA shall apply to the Alternate Payee's share.
8. Payments to Alternate Payee shall commence the date payments commence to the
Participant. Participant agrees to arrange or to execute all forms necessary for the OPM to
commence payments to the Alternate Payee in accordance with the terms of the DRO.
9. Payments shall continue to Alternate Payee for the remainder of the Participant's
lifetime. If the Alternate Payee dies before the Participant, the Alternate Payee's share of the
Participant's pension shall be paid to her estate.
10. The Alternate Payee is awarded the maximum possible former spouse survivor annuity
based upon the Participant's Gross Monthly Annuity accrued as of March 2.1997. This former
spouse survivor annuity applies ifthe Participant dies before his benefits commence onf the
Participant dies after his benefits commence. The costs associated with providing this former
spouse survivor annuity coverage shall be divided equally by the Participant and the Alternate
Payee. Participant agrees to take all necessary steps to elect Alternate Payee as designated
beneficiary for the purpeses of establishing and sustaining such former spouse coverage for
Alternate Payee.
11. If Participant leaves Federal service before retirement and applies for a refund of
employee contributions under the Plan, the Alternate Payee shall be entitled to a pro rata share of
such employee contributions. The marriage eccurred on April 15, 1972, and the separation
occurred on March 2, 1997.
"
or~
Page 3
12. In no event shull the AlLel'l1ute Puyee have greater bene/Hs or rights other than those
which are available to the Participant. The AUernate Pnyee is not entitled to nny benefit not
otherwise provided by the Plnn. 'I'he Alternate Payee is only entitled to the specific benefits
offered by the Plan as provided in this Order. All other rights, privileges and options offered by
the Plan not granted to Alternate Payee nre preserved for the Participant,
13. The Plan shall issue individual tax forms to the Participant and Alternate Payee for
amounts paid to each such person,
14. In the event that the Plan inadvertently pays to the Participant any benefits that are
assigned to the Alternate Payee pursuant to the terms of this DRO, the Participant shall
immediately reimburse the Alternate Payee to the extent that he has received such benefit
payments, and shall forthwith pay such amounts so received directly to the Alternate Payee
within ten (10) days of receipt, In the event the Plan inadvertently pays to the Alternate Payee
any benefits that are not assigned to her pursuant to the terms of this DRO, the Alternate Payee
shall immediately reimburse the Participant to the extent she has received such benefit payments
and shall forthwith pay such amounts so received directly to the Participant within ten (10) days
of receipt.
15. In the event the Participant makes a one-time irrevocable election to transfer into the
Federal Employees Retirement System ("FERS") before his retirement, then Alternate Payee shall
be entitled te a portion of the Participant's Basic Annuity and/or a Refund of employee
contributions under FERS calculated in a manner similar to that which is enumerated in Sections
7,8,9,10 and 11 above for the annuity and refund, respectively, and payable directly from FERS,
Additionally, Alternate Payee shall be entitled to a former spouse survivor annuity payable under
FERS and determined in a similar manner to the survivor benefits set forth under Section 10
above, Further, such former spouse survivor annuity shall be payable directly from FERS.
16. If Participant takes any action that prevents, decreases, or limits the collection by
Alternate Payee of the sums to be paid hereunder, he shall make payments to Alternate Payee
. -
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