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HomeMy WebLinkAbout98-05834 '\. \l 1 ~ ~ , ,j i ~ i \l 1'5 I .'::I i"Q \ ., \ \ i I r l ~ ..... ", .:I ".. : '-J . ! ::;.. tC') ~. "J I 0.. &; MARIBI<:TlI J.R. IIVCIIER, PLAINTIFF IN TilE COURT OF COMMON PLEAS OF CllMIIERLAND COUNTY, I'ENNSYLV ANIA vs. ROBERT W. IIVCIIER, DEFENDANT NO. 98.5834 CIVIL ACflON - LAW IN mVORCE ORDER ANI> NOW. this day of . 200 I. upon considcration of thc attached Petition. the Court finds the Defendant. ROIIERT W. BVCHER, has breached the Marriage Settlement Agreement signed by the Defendant and the Plaintiff on or about November 2, 1998, and is in contempt of this Agreement. It is further ORDERED and DECREED that the Defendant shall: 1. give to Plaintiff all automobiles. and marital and non-marital property agreed to in the Marriage Settlement Agreement; 2. reimburse Plaintiff for one-half(I/2) of all unreimbursed medical. dental, optical, prescription and orthodontic expenses lor the parties' four (4) minor children; 3. make the Plaintiff and the parties' minor children co-beneficiaries of the life insurance policy; and 4. pay Plaintiffs counsel fees and costs in connection with this instant petition. BY THE COURT: J. ROBERT W. BUCHER, DEFENDANT NO. 98-5834 CIVIL ACTION - LAW IN DIVORCE MARIBETII J.R. BUCHER, PLAINTIFF IN TilE COllRT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. PETITION FOR CONTEMPT AND TO ENFORCE MARRIAGE SETTLEMENT AGREEMENT Plaintiff, MARIBETH J.R. BUCIIER (now known as Muribeth Bucher Lucente), by and through her attorney, Susun Kuy Candiello, Esquire, of the Law Finn of Susan Kay Cundiello, P.C., brings this Petition for Contempt and to Enforce Marriage Settlement Agreement and, in support thereof, avers as follows: I. Plaintiff is Wife, who was the PlaintifTin the above-referenced divorce action between the parties. 2. Defendunt is Husband, who was the Defendunt in thut action. 3. On or about November 2, 1998, Plaintiff and Defendant entered into a comprehensive Marriage Settlement Agreement, which, by its tenns, detcrmincd the equitable distribution of marital property, alimony and support of Plaintiff, and thc custody, support and educationlll expenses of the children. A true lInd correct copy of the Marriage Settlement Agreemcnt is lIttllChed hereto und made a part hereofat Exhibit "A" 4. On January 26, 1999, a final Decree in Divorce was entered by the Court of Common Pleas of Cumberlnnd County, Pennsylvnnill, No. 98-5834, nnd snid Mnrringe Settlement Agreement WllS incorpornted in but not merged with the final Decree. .... 5. Parugrnph 2. Pivj;>!mUl..Lf!I'I'.sIJy of the Marriage Selllelllent Agreement provides lIS follows: "Wife acknowledges receipt of the items of property identified on the attached Exhibit "A". IIusblU1d shall retain as his property the items identified on the attached Exhibit ..9........ 6. Exhibit "C" of the Marriage Selllement Agreement was never completed by the scrivener of the Marriage Settlemeot Agreement. Plaintiff provided Defendllllt with a list of the property which she wanted to be included in Exhibit "C" of the Marriage Selllement Agreement on or about December II, 2000. (A copy of Exhibit "C" of the Marriage Selllement Agreement is attached hereto lIIId made a part hereof at Exhibit "B".) 7. Contrary to the terms of the Marriage Settlement Agreement, at paragraph 2, DefendlU1t has not provided Wife with the 1967 Mustang listed on Exhibit "A" of the Marriage Settlement Agreement or the additional items identified in Exhibit "C" of the Marriage Settlement Agreement. 8. Defendllllt has given to Plaintiff some of the items from the property list known as Exhibit "C" from the Marriage Settlement Agreement. However, numerous significant items of premarital and marital property have not yet been returned to the Plaintiff. The items of premaritallU1d marital property, which Defendant has yet to return to the Plaintiff are listed on the "Revised" Exhibit "C" which is attached hereto and made a part hereof at Exhibit "C". 9. Paragraph 4. Child Support, second paragraph, of the Marriage Settlement Agreement provides as follows: "HusblU1d agrees that, in relerence to the support obligation, he will provide full medical coverage as available through his employment and agrees that for any unreimbursed medical, dental, optical, prescription, and orthodontic expenses not paid for by his (or Wife's, if she maintains any) health insurance coverage, he will pay one-half of such amount." 10. Contrary to the tenns of the Marriage Selllemenl Agreement. at the second parugmph in 4. Child-1iYnnQl:!. Defendant has not paid any unreilllbursed medical, dental, optical, prescription. or orthodontic expenses ti.lr the parties' minor children since the Agreement was executed. II. Defendant now owes Plaintiff Seven Thousand Five lIundred Seventy-Six Dollars and Twenty-Six Cents ($7,576.26). Please see attached copies of all available bills and statements allaehed hereto and made a part hereof at Exhibit "D". 12. Paragraph 4. Child SUPDort. third full paragraph of the Marriage Settlement Agreement provides as follows: "... however, to insure a continuation of support. the Husband agrees he will maintain tenn life insurance policy with Wife apd the children as co-beneficiaries until he shall have no further child support obligations hereunder in the minimum amount of $500,000 so long as he is physically qualified to purchase said insurance...... 13. Contrary to the tenns of the Marriage Settlement Agreement, at the third full paragraph in paragraph 4. Child SUPDort, Defendant has a life insurance policy, but has his brother as the beneficiary. 14. Defendant is in contempt of Court for failing to comply with the tenns of Paragraphs 2 and 4 of the Marriage Settlement Agreement, which may be enforced as an Order of the Court under Section 3105(a) of the Divorce Code, 2 Pa. C.S.A. * 3105(2). 15. Defendant has the ability to comply with the relevant provisions of the Marriage Settlement Agreement. 16. Paragraph 8. Breach of the Marriage Settlement Agreement provides as follows: "If either party breaches any provision of this Agreement, the other party shall have the right, at his or her eleetion, to sue for damages for such breach, and seck any other remedy allowed in law or equity. The party breaching this contract shall be responsible for the payment of le!,:al fees and costs incurred by the other in enforcing his or her rights under this Agreement, or seeking such other remedy or relief as may be available to him or her...... As a result ofparugraph 8 in the Marriage Seulement Agreement, Defendlmt should be responsible for Plaintifl's counsel fees and costs in connection with this instant petition. 17. This Court has the authority pursuant 10 Sections 3105(a) and 3502(e) of the Divorce Code of 1980, as amended, to enter an Order finding: Defendant in contempt; Direct Defendant to give to Plaintiff all automobiles, marital and non-marital property a!,:reed to in the Marriage Settlement Agreement; Reimburse Plaintiff for one-half (1/2) of all unreimbursed medical, dental, optical, prescription and orthodontic expenses for the parties' four (4) minor children; Make the Plaintiff and the parties' minor children co-beneficiaries of the life insurance policy; and, Award Plaintifl'counsel fees and costs in connection with this instant petition. WHEREFORE, Plaintiff, MARIBETH ,I.R, BUCHER (now known as Maribeth Bucher Lucente), hereby respectfully requests that this Court enter an Order finding Defendant, ROBERT W. BUCHER, in contempt and directing Defendant to: Give to Plaintiff all automobiles, marital and non-marital property agreed to in the Marriage Settlement Agreement; Reimburse Plaintiffr for one-half (1/2) of all unreimbursed medical, dental, optical, prescription and orthodontic expenses for the parties' four (4) minor children; Make the Plaintiff and the parties' minor children co-beneficiaries of the life insurance policy; and, Award Plaintiff H1V'. -.:. counsel fces and costs in conncction with this instant petition. Dated: July <>Z .2001 Respeclfully subrnilted, LA W FIRM OF SUSAN KA Y CANDIELLO. P.c. Susan Kay Ca Ie Couflsel/or l'Iaimi PA 1.0.1164998 5021 East Trindle Road Suite 100 Mechallicsburg P A 17050 (717) 796-1930 J'{ i) VF.:RIFICA TION The undersigned hereby verities thaI the IllCts avcrrcd in the forcgoing doeumcnt arc true and correct to the best of her knowledge, intonnation, und bclie!: Tbis veriticulion is mude subject to the pcnulties of 18 I'a. C.S.A. g4904 relating to unsworn fulsitieution to authorities. DATED: C, - 2.1 -01 I Vv\:ulbe:\{..l!:J..l~~LtC~Q MARIBETII J.R. BUCHER, n/k/u MARIBETII BUCHER LlJCENTE property the items identified on the attached E>:hibit "B". In addition thereto: A. '!he parties agree that they shall file a joint tax return for 1998. Husbard shall assume sole liability for any and all incoIre taxes due for the tax year 1998 ard prior years ard hereby indemnifies wife against any liability therefor. B. Husband Agrees to deliver to wife, up:>n c:losin;J of Wife on the property at 23 Skyline Drive, Mechanicsburg the sum of Seventy Thousand ($70,000.00) D:lllars ard to waive any interest in the $5,000 down payment provided by Husband for Wife's purchase of the Skyline Drive property. ~ shall, contemporaneously with the execution of this Agreement execute a Note in favor of Ihfe in the amount of One hundred !'.;enty-five '!housand ($125,000) COllars due ard payable as foll=: Payments of Six Hundred 'TWenty-Five ($625) COllars per month beginnin;J one month from the date of relocation of Wife to the Skyline Drive property, to be applied to interest at the rate of six (6) per cent per annum, and continuing for sixty (60) months at which time all principal and unpaid interest shall be due ard payable. D. '!he parties acknowledge that Husband shall be entitles to clailn each of the minor children as dependants on all future income tax returns. E. '!he parties acknowledge that have heretofore established an a=unt with. Merril-Lynch (#872-43039) which they have funded to assist with the children's college educations. The parties agree to l1'aintain such fund for the benefit of the children and to use the funds for said educational purposes only. 2 .. F. 'll1e parties ackncMledge that the properties set ac.ide to each shall be the sole ard separate property of th.. lX"\rty taJd.ng po:::nC!:'!'ion of same. G. 'll1e parties agree that they waive any claim an:! all interest in the other's retirement an:! any an:! all assets assigned to the other hereunder an:! agree to sign any documentation reasonably requested to effectUate this waiver of interest . 3. QlITD CUSTODY: The parties agree that they shall share legal custody of their four children: Maribeth Jo Bucher, b:lrn NoveI1'ber 22, 1983, San-antha L. Bucher, born February 3, 1986, Robert \'1. Bucher III, born August 3, 1989 an:! Joseph R. Bucher, b:lrn February 12, 1992. wife shall have priIrary physical custcrly of parties' minor children. Husband shall have liberal partial physical custcrly and visitation rights. The parties acl:nowledge their mutual concern that Husband and Wife each playa significant role in the lives of the children. 4. CHIID SUPFORI': Husband agrees to pay child support for the parties' minor children in the amount of '!Wo Thousand Six Hundred and Forty ($2 , 640.00) Dollars per month to be effective upon wife's relocation to the Skyline Drive property. Both parties acknowledge that this amount of child support is reasonable given their respective net in=nes as of the date of this agreen-ent and the m3Iital property allocated to each. Tne parties ackna...r1edge that circumstances may change in the future which would warrant a modification of the child support. The parties agree that the Court shall retain full jurisdiction over the child support and that this paragraph may be modified by subsequent Court Order. The child support shall continue until such tilne as the children, or any of them become emancipated, becorrP...s se1f- 3 supporti.ng, attains the age of eighteen years or resides with Husband full- tine, which ever of the afore..",,"\id eventz first occurs. Husband agr<>eS that, in reference to tho support obligation, he will prcvidefull medical coverage as available through his employment ard agrees that for any unreiJnbursed medical, dental, optical, prescription, ard orthodontic expenses not paid for by his (or Hife's, if she llI3intains any) health i.nsurnncc coverage, he will pay one-half of such amount. In reference to a modification of this Order, Husbard agrees that, upon request from Wife, he will submit infOn1<"\tion in regard to his salary on an annual basis. In calculating any adjusbnent in child support, the Husband's net income from his employnent shall be the only amount considered, unless Husband suffers a voluntary or an involuntary reduction in income due to illness, loss of employment, et cetera. ~y in the event of a voluntary or an involuntary loss of employment shall the Husband's income from other sources, such as dividends, interest, disability, s=ial security or other benefits which would normally be considered income pursuant to the laws of the Cormnonwealth of Pennsylvania be factored in arriving at the modified amount of supp:lrt. 1his child support obligation shall cease upon Husband's death; however, to insure a continuation of support, the Husband agrees that he will l1'aintain tenn life insurance policy with wife ard the children as co- __~.____...___._._.__._________u___..._.____.._._ ..__ _____ ,.,..u___ beneficiaries until _h~ shal~ have no further child support obligations.. ---------.---.- " ._._.-."_..~. - _.._._._._..-.-......._...._-_....-.~.,.-,_...-- hereunder in the minimum amount of $ 22Q,_02.~so long as he is physically qualified to purchase said insurance. In addition Husbard shall continue to provide medical insurance coverage for the minor children. 4 4. l.T:TM"lNY: Hu.sbarrl ~grecs to p<~y alim:my to Wife in the current arrount of $1,365.00 per month. Both parties ac;:nCMlcdge that this amount of aliJrony is reasonable given their rC'..spective net inc:otT"C a1' of the date of the 1\o,j.."""nent an:l the =ital property all=ated to each. The parties acmCMleclge that circumstances may charqe in the future which m3Y warrant a modification of the amount of aliJrony. The parties agree that the Court shall retain full jurisdiction of the alimony order and that this paragraph =y be mcdified by subsequent COurt Orner and that nothing contained herein shall be construed to make the alimony or the child support enforceable as a separate contract right. In calculating the Husband's net inc:oJ1"e, the figure utilized for same shall be the amount reflected on Husband's pay statement from Penn State- Geisinger Health System, or other earned income with deductions allCMed for federal, state an:l l=al taxes, health insurance and all other non-voluntary deductions. kny ernployrrent benefits, dividend or investment income shall not be calculated as Husband's income. Beginning February 1, 2000 the aforementioned sum shall be adjusted annually to reflect the changes, if any, in the Consumer Price Index (U. S. ) City Average Index) for the 12 months preceding January 1 of each year, as published in the Wall Street Journal, provided; A) that the adjustment shall not exceed the percentage of net salary c:han;Je experienced by Husban:l on the same year to year basis. The parties recognize that, in the event of a loss of income, the amount of alimony may decrease.. This al:i1rony shall terminate at the earlier event of; wife's death, Husband's death, wife's remarriage or wife's co-habitation, or seven (7) years from the date of first payment hereW1der. 5 ., ~.,~:-;:'.:,':;~~. B) the payments to be rode hereunder are intcn:l<!cl by the parties to constitute alimony under IRe 71, and as such, too be includ<!cl in Wife's i.ncorre and deductible by the Husband. 5. ~. Except for the debts and obligations create:! hereunder, each party agrees to pay and hereby agrees to hold the other harmless fram any and all personal debts and obligations incurr<!cl by him or her subsequent to the date of separation which shall be considered as of the date of this agreement. If any claim, action or proceedirq is hereafter brought seel:.i.ng to hold the other party liable on account of such debts or obligations, each party will at his or her sole expense defend the other party against any such claim, action or proceedings, whether or not well-founded, and indemnify the other party against any loss or liability resultirq therefrom. 6. Equitable Prooertv. This agreement constitutes an equitable division of the parties' marital property. The parties have determin<!cl that the division of this property conforms with regard to the rights of each party. The division of existing narital property is not interrled by the parties to constitute in any way a sale or exchange of assets, and the division is beirq effectuated without the introduction of outside funds or other property not constituting the matrimonial estate. Each party hereby acknowledges that this agreement adequately provides for his or her needs and is in his or her best interest, and that the agreement is not the result of any fraud or undue influence exercise::l by either party upon the other or by any other person or persons upon either party. Both parties hereby waive the following procedural rights: 6 .'" A. The right to obtain an inventory and appraiSClTY'..J'lt of all narital and separate pro~y liS defined by the f\:!nnsylvllnia Divorce Co:le. B. The right to obtain an inCOlOC! an:! expense statelrcnt of the other party as provided by the Pennsylvania Divorce Co:le. C. The right to have the court determine vlhich property is narital and which in non-marital, and equitably distributable between the parties that property which the court detennines to be rrarital. D. The right to have the court decide any other l""ights, remedies, privileges, or Obligations covered by this agreement, includin; but not limited to possible cla:iJns for divorce, spousal support, al il110ny , alil110ny pendente lite (temporary alil11ony), and counsel fees, costs and expenses. Each party acknowledges that Steven J. Fishmm, has acted merely as scrivener of this agreement, documenting the mutual desires of the parties. Each party acknowledges that said scrivener has advised each party of the advisability of having this Agreement revieWed by an attorney to determine "nether or not the mutual agreerrents herein contained are the most favorable which such party might otherwise anticipate under the laws of the Commonwealth of Pennsylvania with respect to division of marital property, alil11ony, child support and the other issues herein contained. Each party has either obtained such legal review or has, without coercion detennined to waive such review. The scrivener has made no assurances of any type whatsoever that the terms hereof are particularly beneficial to either party. 7. Release of All Claims. Each party, except as otherwise provided for in this Agreerrent, releases the other from all claims, liabilities, debts, 7 ..~~~ , l I ' ,~ ') , \ , , . " ! ~~..~ ~ obligations, actions an:! causae of action of cvery brd that have been i.noJrred, or may be incurred, relating to or arising from the ll'arriage between the parties, including waiving any claim to their rczpcctive ~-nzions or retirement a=unts. Ha../cver, neither party is relieved or discharged from arry obligations under this Agreement or under any inst.nnront or document executed pursuant to this Agreement. FUrther, each party waives any interest against the estate of the other, arising out of rights under the Intestate law or the Divorce Code, Act 26 of 1980, as arrended, or arising by any nature whatsoever, excepting only those rights a=rtled to the parties hereunder. 8. Breach. If either party breaches any provision of this Agreement, the other party shall have the right, at his or her election, to sue for damages for such bread'!, and seeJ.: any other remedy allowed in law or equity. '!he party breaching this contract shall be responsible for the payment of legal fees an:! costs incurred by the other in enforcing his or her rights under this Agreement, or seeking such other remedy or relief as may be available to him or her. Waiver by one party of any breach of this Agreement by the other party shall not be deemed a waiver of any subsequent, similar breach or other breaches. 9. Full Di=1=re. Husband an:! Wife each represent an:! warrant to the other that he or she has made a full an:! complete disclosure to the other of all assets of any nature whatsoever in which such party has an interest, of the source and aI1'Ount of the income of such party of every type whatsoever an:! all other facts relating to the subject matter of this Agreement. 10. Divorce. '!his Agreement shall not be construed to affect or bar the right of either Husband or \~ife to a true an:! absolute divorce on legal 8 an:! truthful grourds as they no.: e>:ist or rmy hereafter arise. It is UJ1derstood, however, that Wife, as of the signing of this ~t, has filed an action in divorce in the Court of COImlOn Pleas of CUmberlan:! County, in which he alleges that the rmn-iage is irretrievably broken. Eoth p.:u-ties UJ1derstan:l an:! agree that Wife shall continue to pursue said divorce on the gt"OI.In:ls that the narriage is irretrieVably broken, ard that both parties will execute, deliver ard file the necessary affidavits ard all other petitions or documents necessary to effectuate the divorce pursuant to Section 330l(c) of the Divorce Code. Husband agrees that the narriage is irretrievably broken. 11. Reoresentation of Parties bv CourLo;el. Each party has had the OPPOrtunity to have legal CXlunsel to represent each of them in the negotiation an:l preparation of this Agreement and has either been so repro..sented or has voluntarily chosen not to be represented. Each party has carefully read this Agreement ard is conpletely aware, not only of its contents, but also of its legal effect. 12. Additional In..o;trume>nts. Each of the parties shall on demand or within a reasonable pericx:l thereafter, execute and deliver any ard all other documents ard do or cause to be done any other act or thing that may be lleCP..ssary or desirable to effectuate the provisions ard purj:oses of this Agreement. If either party fails on demand to conply with the provision, that party shall pay to the other all attorneys I fees, costs and other expeIlsP..s reasonably incurred as a result of such failure. 13. Mcx:lification anO Waiver. Mcx:lification or waiver of any provision of this Agreement shall be effective only if I1'ade in writing and executed with the same fonnality as this Agreement. The failure of either party to insist 9 I'rQjlIT!.t..llu' c n.!'.t!I.UII:!!.J.g~!.!!.Jl u rJ!.c.r. I) Ethan Allen End Tahles and Collce Tahles (premarital) 2) Maple Headboard and Footboard, Triple Dresser with Mirror. Chest, and 2 Night Stands (premarital) 3) Baby cradle, carved wood. (purchased whenl"'lariheth was horn) 4) White cradle and crib 5) Strollers, (2) Emaljunne carriages, douhle carriage with frame and Silver Cross Coach carriage 6) Bicycles. English 3-speed racer. three other 10-speed hicycles, and hlue bicycle from her childhood 7) Children.s toys in basement (The childrcn want to he able to come into the home to choose their toys.) 8) Bahy clothing stored by M.l and the hoys, (in their rooms in garhage cans and closets). 9) Doll carriage and doll collection (premaritallrom childhood) 10) Crib (premarital) II) Family photos and videos (Ms Bucher wants ability to go through the photos herself. Double photos were always purchased, so there should be sufficient photos.) 12) Cross country skis (Ms. Bucher's) 13) Wrought iron glider (have other pieces, just need glider part) 14) Bowling machine, (Ms. Bucher's) 15) Brio trains and board (Joey"s) 16) Tailortot (antique carriage) 17) Antique Coke cooler 18) Brown Ford Station wagon in Gettysburg 19) Videos (Ms. Bucher wants the opportunity to go through) 20) 1967 Ford Mustang, in good working condition, with current inspection. 21) Baretta and 38 revolver 22) Desk (premarital) and oak bookshelf 23) 1983 Black Ford Mustang, in good working condition, with currcnt inspection. which Dr. Bucher promised to Maribcth. 24) Red and Green Ceramic Santas 25) Paper-mache Santas (4 to 5) 26) Oak Crib "REVIS.:!)" EXHIIJIT "C" I'laintin. has received some of the pruperty listed on the original Exhibit "C" from the Marriage Seulement Agreement. The following arc the items ofpropcrty which the I'laintiffhas not received Irom the Defendant: PRE-MARITAL PROPERTY I) Ethan Allen End Tables and Coffee Tables 2) Maple Headboard and Footboard. Triple Dresser with Mirror. Chest, and (2) Night Tables 3) Oak Crib 4) Desk, Bookshelf (Oak) MARITAL PROPERTY 1) White Cradle and Crib 2) Emaljanne Stroller (double frame and top) 3) Children's Toys in Basement (Children should be able to choose what they want to keep.) 4) Family Photographs and Videos (Wife wants the ability to choose which she wants.) 5) Bowling Machine 6) Brown Ford Station Wagon (Gettysburg) 7) 1%7 Mustang (in good working condition, with current inspection) 8) Baretta and 38 Revolver CHILDREN'S ORTHOJ)ONTIA. VISION. WEIGHT LOSS. SOCCER. and EXTRACURRICULAR EXPENSES I} Maribeth I Counseling April, 1998 through March, 1999 2} Maribeth I Orthodontia 3} Robert I Orthodontia 4} Maribeth I Vision 5} Maribeth I New Image Weight Loss Camp 6} Maribeth and Samantha I Weight Loss Programs Nutritional Supplement {required} 7} Robert and Joseph I Soccer Robert Joseph Uniforms I Warm ups 8} Samantha I School TripI 1999 9} Maribeth I Orchestra Trip I 2000 TOTAL TOTAL (divided by 2) OWED TO PLAINTIFF $ 715.00 2630.00 1100.00 192.00 5590.00 905.84 2155.46 200.21 210.00 304.00 250.00 900.00 $15,152.51 $ 7,576.26 1'l\llnlT 1.1-:''';1,;1, :1'111'( IN:I: I', ',',10/1(' 1(' Post~d ir.,"~ C.d.! ('1"1 "onl 1',\',' .In,' '''''''-'''1'''' 11,'\'111"" III' ~ I' "0 -:"1 , ',I, I 1(1,11 ",1',(1 I)') II'" ~" Ill) ';1\/ ',(I 1-lllll" .~..', .' ',I' II'" ~o II{I ~fU ',f) I" " S,L ". 11'(' '-~ I r---T-----1---- I01/11!20uoI01/11/:.!(Jool l:h loe/t7/2UCO!08/1l/200'JI ~Il IO~/12/~oooI09/12;~UoUI ~Il L-~.___ __..1. Paymenl schedule; Searl rayment ",lIl' II 1'1'"1 ft 1111 12/199"1 ~1\7. !;I) If. " :2'o\,I',OIHl ;1,1',(110) IArll'l" I.U.;n. JI!';TfWY l'fI.:E I.' ',0) IH,,'I' ill) rr---..-"'.----.=--,.,..........,.~"....~.....-,... '.-",', .' ,.~.. ._~..._.-.--~.........,.".. R off I':~ 1l111f,1. 1'1"'1111,1\ n Ulth().lullll" A~","('I.II"~I, I' " II HI;: TI illdl.! ~o;ld II Cillnl' 11111, I'A l-'Illl H',', II U Patient.. II RespOfl.!uhl.... Me' II II 11 Insurance. 1)"1!i') Robelt W Hucbt'r I I I II II II II II II II II 717.7~1-n220 n lilt Am!. II ,-----11 GO 00 I 120. Go.ooff 1------11 2,2BO 00 I lIdl ~2. 2BO. 0011 II II so.oOII II 111.11;,.\0111,' H,llll'~1 h Il t.u' ""t~ ')) !;io'.}' I 111" (lrlVI' ~'~dhJIlICSblllrJ, I'A l':O~~ 11-------,--------,-----',.- " C. $0.00 I )0. $0.00 I GO. ~U,OO 1 ~O. II I -t -f- II PrO $1,&70.001 C'LP 06/19/20011 VU~ ~O.OO I C/Sdl II .L..________..J_ II II SlmtD: 'i Last Slrnnt II Wll' fee; Y cycle: 15 Down rem.... LnLrLg: Posted Trans Code Chg anrl 1'ay d,mt Refernce Balance .y ,---, 10)/21/2000Io3/1~/20001 exam so. 00 so.oo Ipe $0.00 I"" I 103/21/2000103/14/20001 rec $150 00 $0.00 jJuC' s/n 51S0.00 IKH I IOS/19/200010s/19/2OOOI oh ,0 00 ~IS0 00 139)9 $0.00 I KR I 105/19/2000105/19/20001 full 4000 00 SO. 00 I~etup IS4000. 00 IY.R I [05/19/200010S/19/2oool S\ -200 00 SO 00 Idiscount 1~3BOO 00 Iy.R I 106/15/2000106/15/20001 oh SO. 00 $3130 00 1'1000 1$3420. 00 IDe I 101/11/2000107/11/20001 oh SO 00 SOS 00 140<11 1$3325.00 IDe I 108/11/2000108/11/20001 oh $0 00 595. 00 140ij9 153230.00 IDe I 109/12/2000109/12/20001 oh $0 00 $9S.00 14111 1$]135.00 IDe I 110/13/200011O/13/2000[ oh $0 00 $95,00 1~242 IS300l0.00 IKR I [11/15/2000111/15/20001 oh $0.00 $9S.00 14326 1529015.00 Ine I 112/20/2000112/20/20001 oh SU.OO $'J5 00 1,13'::15 IS:.!!:l5O. 00 IDe 1- 101/12/2001101/12/20011 oh SO 00 S95 00 144<111 1$2755 .00 IKR I 102/08/2001102/08/20011 oh $0 00 $95 .00 14507 1$2660 00 IDe I 104/18/2001104/18/20011 oh $0 00 595 00 IH01 jS2r,65 00 IDe I 105/01/2001105/01/20011 oh so 00 $95 .00 146401 15200.00 IDe I 106/19/2001106/19/20011 oh $0. 00 $190. .0 14101 152280.00 IDe I Payment schedule: Start Payment amt pymts lnt 06/2000 53BO.00 M 01/2000 595.00 )6 M S380 00 $],420.00 $3,800.00 . ;'1 II": iHH I I:., , II , L',. I " 1.1 1:1 , ,I , i, i, I ., il.' " , , I ': r '.' I I , " I \ ilL' ;'.lci 1 ,".() I, (, '."r'I'" l..!i "1, ;, if. I'll..~': :,)-1 ;. \(",' 1"1 'Vi; /1 I.. j r'li,L.! :,,1 Hut; i' ,-'; I '. " ~; ;'1 _.1, I!.": ;.'I..'.'j ~! .~;. '-,-1 '1-1:' I,,: ,,', U.:,',J., ,j'.,j \,",i +i.:: " '..1':;) I)" I'l"',', ,.\'ll:I'll-(\.1!: 1'1.: . ._1 ;~;' t_: .I _,' 1..1 I.;. ,I'.i,_.......,-. .,. ('I"-;I'!. 'I' '.:'-".;,"/1',',"_:' ell' ,::,.','.j' I;'j'~:',::r:.l'~,,;:, '()e':'.:,. ' :.':1 .:ii".; I, n I~' \_ '-; 'I.'.;....'. !,'I'..'I... , ; , i ' ( f.; I: - \ 1>. ~ : -. ;,:n,':i:'., , '"" ")'i' 1.~f' ,__ ,i I :,1 ';' I" \:'i 'I 1_ ,'llj j: T .,;c, '" i U :'FIi". '.". ',1.'1 :,'11 .":'JI'I-:i 1'1 .1 I." .__~, ';-j I' :::.. .'::;'1 i.'I,."II," '.'I, t';,i " ..' ;': ~: ":., (:C'I .'l~, 1 01':1 1\)1.:::':". 1,-<I.l')'I.1 '.I!:.I '" :i ,.-.'1"" '.-1 V! /:.-:J U ., ",' , ',II,' ., :: !-" II.' ~ 1,_,. 'i ':'i i,I',,: 1;:";'.1 I.,l.', ....1;;1 'j'. I'.. ;_:Ij,l::r, I.~' 1.'. I. ~ II, 'I ,. '".'::'1:.:, ',.,,'/I:il ,:J'iH ;In'l vr" :;,:',J ....,'.::..;.:,1 i..1 :,~: 1._,,. Ii) .~. ;h:,,. \,i'rr?l ':1,1,':1,"1 :'11," u'):-: J~ :l ;:;::W ':!r Ijll.: 1,:I..iL:II.: ,,)/. TONY SPARSER'S , I , ,. \ ~- ~ \01......:'. Weight-Loss · Self-Esteem · Fun! /P~t //II:"g/,/.,,,,, Cnlllp CONFIRMATION & BALANCE DUE Name: Maribeth Bucher Arrival Date: 06/28/1999 08/19/1999 $5,590.00 $500.00 $5,090.00 Departure Date: Rate: Deposit: Balance: ALL BALANCES ARE DUE BY 05/01/1999. NO ONE WILL BE ADMITTED WITHOUT BALANCE PAID IN ADVANCE. YOU CAN PI,SO PP,y t'iI'T'H 'T'HE .^_"1ERIc.^j'T EXPRESS CARD! P,O, BOX 417. NORWOOD, NJ 07648 (20 I) 750-1557 / (800) 365-0556/ FAX (201) 750.1558 l. ,I. ". "....E _~~y~ller::.-------.-- . - ---- ------ .uums.2:3 _..3L~-~1\';_1)!:- - ---- COl'SIJL1'";;~.Y"0.-.- CiTY. ..:--','\....tc.....t~U""IC~D- JI~ O.,e.. --------- .t<ONE__._ __--...-.ooL PHONE. _-------CENTEA NIoME ----- --- _.- - p"MENTS ._-----..--. _.__SCHEDUlE OATC _.-.._'MOUNT --------- PEC.EIPl. NAUF - "",, rP,EV'(AJS Cl1,1AOli CREon NfW",Al- c,. (.:10 CC 6ALANC~ ~\ !'J1611 ~I\?J - .- 13c); 1000 lS~ VAl ~ \~\ ~ ftJ \\CX\tv" n \i2) 11~~~ 6-81 \1)'21, IS~ Y. 'IL. I ?fjry It;C D xhdw,v..'f? ~?t \Cki~ 101 1'1 WV '/. iJc.. I Pf, uc,1 @JvC\-..if (J:). ~ 15'?,'~ \<6Cl'2.- ,~67.- hc:.~~ J-j11. I f::JI,1 % f-i ,rl.-.'.. n. p-Il""r'-t" l~' ~ 0 'l~f., - '1 Dr/'b ,s<lS'\1 \ e;Mv\~. I \? - 1<; ,Ct - 'f. ~I~ It> 1.bb1 frB l.A.cyu.tr. (2, @) - 12M nL\ - ~ Ie n 10~1~ D ~G~I' .r..,' (41) - 1.\1SlI? ~' ~- '/. .BM Itl1/-,~i{, ~j(:\N?\lt:X ~ '.J ~ l IY-' ~ Ii.~~ <i:- ~I:;l. .-"'"' " I i l , I I 1 .. i - I ! " I 031LCI1I991 CLIENT ACCOUNT RECORD I, MARIHETII.I.R. IIllCIIER. I'LAINTW" IN TilE COl/RT 0.. COMMON PLEAS 0.. ("(IMIIERLANU ('miNTY, I'ENNSYI.V ANIA "s. ROIIERT W. IIlJCIIER, J)EFENDANT NO. 98-5834 CIVIL ACTION - LAW IN DIVORCE ORI>ER AND NOW. this -1L_ day of ~(",jVj . 200 I, upon consideration of the Plaintiff, MARIIIETH J.R. II11CHER'S Petition for Injunctive Relief: it is hereby ORDERED and DECREED that Defendant, ROBERT W. BllCHER, is hereby enjoined and restrained from encumbering, dissipating, selling or otherwise alienating any and all marital assets of the parties, including but not limited to, marital aAII l'J.~ ......;t,,1 property of Plaintiff, the LifeL~ Insurance Policy for the benefit of the Plaintiff and the parties' children, and selling any marital assets wMheould.interfere with. the Defendant'nbilityto-pIIy-Plaintifftten:asfrsettlen,ellt f,UUl tr~// the.partie?Marriagll Settlement'A...__I...:nt, until further Order of the Court. \<< BY THE COURT: '7/ ,~y.-) L,/ / / J. (/ 7/IJ../ol- C1p(~~ Il.c.tLu-C. -b /J-I-1..( C1d,dlo ~ A-I~1 S'Wnp~ -S;uL6<.>~ ~ MARIRETII J.R. IJllCIIER, PLAINTIF~' IN 'I'm: COllRT OF COMMON I'LEAS OF ("llMIIERLANI) COlINTY. I'ENNSYLV ANIA VS. ROBERT W. IJllCHER, DEFENDANT NO. 98-51134 CIVIL ACTION - LAW IN mVORCE RULE AND NOW, this day of , 200 I, upon consideration of the within Petition to Prevent Dissipation of Marital Assets, a Rule is hereby entered against Defendant, ROBERT W. BUCHER, to show cause why the relief requested should not be granted. RULE is issued upon the Defendant to show cause why the Plaintiff is not entitled to the relief requested. The Defendant shall file an answer to the petition within days of this date. RULE RETURNABLE with hearing thereon the day of ,2001, at _.M. in Courtroom , Cumberland County Courthouse, 1 Courthouse Square. Carlisle, Pennsylvania. BY THE COURT: J. AI 2. !~jxi~il)I)(!C1'J'!l('e.r!Y. "Wife acknuwlcdgcs receipt of the items of property identiticd 00 the attachcd \',xhihil "A". Ilushaml shall retain as his property the itcms identified on thc attached Exhibit ..n........ B) 2. c. "Husband shall. eontemporancously with the execution of this Agreement execute a Note in favor of Wife in the amount of One hundred Twenty-tive Thousand ($ I 25'()()0) Uollars due and payable as follows: Payments of Six Hundred Twenty-Five ($625) Dollars per month beginning one month from the date of relocation of Wife to the Skyline Drive property. to be applied to interest at the rate of Six (6) per cent per annum. and continuing for sixty (60) months at which time all principal and unpaid interest shall be due and payable." C) 4. Child Supoort. second paragraph. "Husband agrees that. in reference to the support obligation, he will provide full medical coverage as available through his employment and agrees that for any unreimbursed medical. dental, optical. prescription. and orthodontic expenses not paid for by his (or Wife's, if she maintains any) health insurance coverage, he will pay one-half of such amount." D) 4. Child SUDDort, third paragraph, .....This child support obligation shall cease upon Husband's death; however, to insure a continuation of support, the Husband agrees he will maintain term life insurance policy with Wife and children as co-beneticiaries until he shall have no further child support obligations hereunder in the minimum amount of $500,000 so long as he is physically qualified to purchase said insurance...." ,. H. lIusband has never given Wire all the marital and non-marital property. which is Wife's property per the parties' Marriage Settlement Agreement. 9. Ilusband owes Wife Seven Thousand Five Ilul1dred Seventy-Six Dollars and Twenty- Six Cents ($7,576.26), because Husband has never paid his portion of the parties' children's psychological, vision, orthodontic and extracurricular expenses. 10. Husband has removed several pieces of Wife's premarital and marital property to his third residence in Maine. II. Wife has been told by Husband and Husband's counsel, Husband docs not have sufficient funds to meet all of his expenses and expects a change in employment. 12. Wife has reason to believe Husband is selling some of the twenty-three (23) automobiles he retained in the Agreement. 13. Wife has reason to believe Husband has made his brother the beneficiary of the life insurance policy required to be maintained by Husband for the benefit of Wife and their children in the event of Husband's demise. 14. Wife fears and believes because of Husband's actions and threats he will dissipate, alienate or encumber other marltal property of the parties. IS. Section 3323(1) of the Divorce Code provides in relevant part: In all matrimonial causes, the court shall have full equity power and jurisdiction and may issue injunctions or other orders which are necessary to protect the interests of the parties or to effectuate the purposes of this act, and may grant such other relief or remedy as equity and justice require against either party.... 16. Section 3505(a) of the Divorce Code provides: Where it appears to the court that a party is about to leave the jurisdiction of the court or is about to remove property of that party from the jurisdiction of the court or is about to dispose of, alienate or encumber property in order to defeat equitable distribution, ~ ulillluny pcndcntc litc. ulillluny. child und spuusul suppurt or u similur uwurd. an injunction IIlUY issue to prevcnt the rClllovul Ill' disposition und the property mllY be lIttaehed US prcscribed by gcneral rules. Thc cuurt may also issue II writ of ne cxcat to prcclude thc removal. 17. Pennsylvania Rule of Civil Procedure I 920.43(a) providcs: At any time aftcr the tiling of the complaint. on pctition sClling forth the facts cntitling the party to rclicf. the court may. upon such tcrms and conditions as it deems just. including the tiling of security. (I) issuc preliminary or spccial injunctions necessary to prcvent the removal. disposition, alicnation or cncumbering of real or pcrsonal property in accordance with Rule J 53 J (a). (c), (d) and (e); or (2) order the seizure or attachment of rcal or pcrsonal property; or (3) grant other appropriate relief. WHEREFORE, Plaintiff, MARIBETH J.R. BUCHER (now known as Maribeth Bucher Lucente). respectfully requests that this Honorable Court grant the within Petition for Injunctivc Relief and enjoin and restrain Defendant. ROBERT W. BUCHER from encumbering, dissipating. selling 01' otherwise alienating any and all marital assets of the parties. Respectfully submitted, LA W FIRM OF SUSAN KAY CANDIELLO, P.c. Dated: July ...siL, 200 I Susan Kay Can Ie 0, Esquire Counsel for PI in iff PA 1.0. # 64998 5021 E.1St Trindle Road Suite 100 Mechanicsburg PA 17050 (717) 796-1930 EXHIBIT "A" ','- :''''.........-~.;; EXHIBIT "B" EXHIBIT "C" 2"1 q - 0333 ~l1IRRIAGE SF:TI'I FMENI' AGREENEtIT :Q;@[%J~ '!HIS l\GREE11Et'IT, IMde this :?~ay of f\.~ ' 1998, by and between ROBERI' W. BUrnER, JR., hereinaftF.I called Husband, and MARIBE:I'H J .R. BJCIiER, hereinafter called Wife; wrrnESSEI'H : WHEREAS, Husband and Wife are lawfully mrrried: ard WHEREAS, differences have arisen between Husband ard Wife in consequence of which they have determined to live separate and apart from each other and agree to consent to the entry of a no-fault divorce; and, WHEREAS, Husband and Wife desire to settle and determine their rights and obligations. NOO, THEREFORE, the parties, intending to be legally l:ound hereby, agree as follows: 1. s'"p",..,.tion. It shall be lawful for each party at all ti1res hereafter to live separate and apart from the other at such place as he or she may from time to time choose or deem fit. The foregoing provision shall not be taken as admission on the part of either party of the lawfulness or unlawfulness of the causes leading to them living apart. Each party shall be free from interference, authority and control, direct or indirect, by the other as fully as if he or she were single and unmarried. Neither shall -."-~m:;les't>>~e -;;-rner o~cOinPer' or.~~tf~.'\!l1"~~~l~;J, 'tltr.~! t!l"'~Ltml'C".~t'-am!J:J. with him or her. 2. Division of Prooertv. Wife acknowledges receipt of the items of property identified on the attached Exhibit "A". Husband shall retain as his 1 ,;". property the items identified on the attached D:hibit "B". In addition thereto: A. 'Ihe parties agree that they shall file a joint tax return for 1998. Husbard shall assurre sole liability for any and all income taxes due for the tax year 1998 and prior years and hereby indemnifies wife against any liability therefor. B. HUsban::l AgreeS to deliver to wife, upon closing of I.life on the property at 23 Skyline Drive, Mechanicsburg the Stml of Seventy Thousand ($70,000.00) Dollars and to waive any interest in the $5,000 down payment provided by Husband for Wife's purchase of the Skyline Drive property. ~ shall, contemporaneously with the execution of this AgreeIrP...nt execute a Note in favor of Wife in the amount of One hundred 'I"Jenty-five 'Ihousand ($125,000) Dollars due and payable as follows: Paym"...nts of six Hurdred 'IWenty-Five ($625) Dollars per month beginning one month from the elate of relocation of Wife to the Skyline Drive property, to be applied to interest at the rate of six (6) per cent per anntml, and continuing for sixty (60) months at which time all principal and unpaid interest shall be due and payable. D. 'Ihe parties acknowledge that Husband shall be entitles to claim each of the minor children as dependants on all future income tax returrls. E. 'Ihe parties acknowledge that have heretofore established an a=unt with Merril-Lynch (#872-43039) which they have funded to assist with the children's college educations. The parties agree to maintain such fund for the benefit of the children and to use the funds for said educational purposes only. 2 " F. '.the parties acknCMlcdge that the properties set aGide to each shall be the sole an:l. separate property of the p...,rty t.c.,king possC!lGion of sarre. G. The parties agree that they waive any clam arrl all interest in the other's retirement am any arrl all assets assigned to the other hereunder arrl agree to sign any documentation reasonably requested to effectuate this waiver of interest. J. arrw CUsroDY: The parties agree th3t they shall share legal custody of their four children: Maribeth Jo Bucher, born November 22, 1983, Samantha L. Bucher, born February 3, 1986, Robert W. &.Icher III, born August 3, 1989 am Joseph R. Bucher, born February 12, 1992. Wife shall have primary physical custcdy of parties I minor children. Husband shall have liberal partial physical custcrly arrl visitation rights. The parties ac}:nowledge their mutual concern that Husband and Wife each playa significant role in the lives of the children. 4. CHIID SUPFORI': Husband agrees to pay child support for the parties' minor children in the amount of 'I'.-IO Thousand six Hundred and Forty ($2 ,640. 00) Dollars per month to be effective upon wife's relocation to the Skyline Drive property. Both parties acknowledge that this amount of child support is reasonable given their respective net inCOJnP...s as of the date of this agreement and the l1I3.rital property allocated to each. The parties acknowledge that circumstances nay change in the future which would warrant a modification of the child support. The parties agree that the Court shall retain full jurisdiction over the child support and that this paragraph may be modified by subsequent Court Order. The child support shall continue until such time as the children, or any of them become emancipated, l::>ecom<>...s self- 3 supporting, attains the age of eighteen years or resides with Husbmd full- tine, which ever of the afore..",,~id events first =rs. Husband agrees tlk~t, in reference to the support obligation, he will provide full medical coverage as available through his employment and agrees that for any unrei.mbursed medical, dental, optical, prescription, and orthcx:lontic expenses not paid for by his (or Wife's, if she naintains any) health i.nsurnnc:c coverage, he will pay one-half of such amount. In reference to a modification of this Order, Husbard agrees that, upon request from Wife, he will submit information in regard to his salary on an annual basis. In calculating any adj ust:rrent in child support, the Husband I s net inCOJre from his employment shall be the only amount considered, unless Husban::l suffers a voluntary or an involuntary reduction in inCOJre due to illness, loss of employment, et cetera. Only in the event of a voluntary or .....'"...... an involuntary loss of employment shall the Husbmd' s inCOJre from other sources, such as dividends, interest, disability, social security or other benefits which would norrrally be considered income pursuant to the laws of the CoImnonwealth of Pennsylvania be factored in arriving at the modified amount of support. '!his child support obligation shall cease upon Husband's death; however, to insure a continuation of support, the Husband agrees that he will naintain term life insurance policy with Wife and the children as co- -- ~ .._._-_.+~--_.-.. ---_._._~-~._------_.... .--.-..- .--- ...--..-.. _~:!.~ciaries unt:.il__h~_ shal~ have no. f~er: chi~_cl_sl.lP~J:!.o.l?.l~9.~ti.o~n hereunder in the mininlUlll amount of $ ~,_0.90~0_ long as he is physically qualified to purchase said insurance. In addition Husband shall continue to provide medical insurance coverage for the minor children. 4 4. ALIl1JNY: Ilusbm'rl ilgrecs to pay alimony to wife in the current amount of $1,365.00 ~r ronth. Both parties ilcl:na..:ledge that this aJOClunt of alimony is reasonable given their n!sp'-"'--tive net incCJJ1'o8 as of the date of the J\greel1'ent an:! the nurital property allocated to each. The parties acknowledge that circumstances may change in the future which nny warrant a rrodification of the aJrOUJ1t of alimony. The parties agree that the Court shall retain full jurisdiction of the alimony order and that this paragraph may be mo::lified by subsequent Court Order an:! that nothing contained herein shall be construed to make the alimony or the child suppert enforceable as a separate contract right. In calculating the Husband's net income, the figure utilized for same shall be the aJOClunt reflected on Husbard' s pay statement from Penn State- Geisinger Health System, or other earned income with deductions allowed for federal, state and local taxes, health insurance and all other non-voluntary deductions. /my employment benefits, dividend or investment income shall not be calculated as Husband's income. Beginning February I, 2000 the aforementioned sum shall be adjusted annually to reflect the changes, if any, in the Consumer Price Index (V. s. ) City Average Index) for the 12 months preceding January 1 of each year, as published .in the Wall Street Journal, provided; A) that the adjustment shall not exceed the percentage of net salary change experienced by Husbard on the same year to year basis. The parties reco;rnize that, in the event of a loss of income, the aJOClunt of alimony may decrease. This alimony shall terminate at the earlier event of; Wife's death, Husband's death, wife's remarriage or Wife's co-habitation, or seven (7) years from the date of first payment hereunder. 5 B) the payrrcnts to be made hereunder are interdoo by tho parties to constitute alimony under IRe 71, an:! as such, too be included in Wife's income ard deductible by the Husband. 5. ~. Except for the debts an::! obligations created hereunder, each party agrees to pay and hereby agrees to hold the other hannless from any ard all personal debts and obligations incurred by him or her subsequent to the date of separation which shall IY" considered as of the date of this agreement. If any claim, action or proceeding is hereafter brought seel:.ing to hold the other party liable on account of such debts or obligations, each party will at his or her sole expense defard the other party against any such claim, action or proceedings, whether or not well-founded, ard irdelN'lify the other party against any loss or liability resulting therefrom. 6. Eau5;-"hle Prooerty. This agreerrent constitutes an equitable division of the parties' marital property. The parties have determined that the division of this property conforms with re;jarO to the rights of each party. The division of existing IT\3Iital property is not intended by the parties to constitute in any way a sale or exchange of assets, and the division is being effectuate:l without the intro::luction of outside funds or other property not constituting the matrimonial estate. Each party hereby acknowle:lges that this agreeJll'>...nt adequately provides for his or her needs and is in his or her best interest, and that the agreement is not the result of any fraud or undue influence exercised by either party upon the other or by any other person or persons upon either party. Both parties hereby waive the following procedural rights: 6 A. 'Ille right to obtain an inventory and appraisement of all marital and separate property as defined by the Pennsylvania Divorce cede. B. 'Ille right to obtain an income and expense staterrent of the other party as provided by the PennSylvania Divorce Cede. C. 'Ille right to have the court determine which property is marital and which in non-marital, and equitably distributable between the parties that property which the court determines to be marital. D. '!he right to have the court decide any other dghts, remedies, privileges, or obligations covered by this agreement, includirq but not limited to possible claims for divorce, spousal support, alimony, alimony pendente lite (temporary alimony), am counsel fees, costs am expenses. Each party acknowledges that steven J. Fishman, has acted JI"i"'..rely as scrivener of this agreement, documentirq the mutual desires of the parties. Each party acknowledges that said scrivener has advised each party of the advisability of having this Agreement reviewed by an attorney to determine whether or not the mutual agreements herein contained are the IT\Ost favorable which such party might otherwise anticipate under the laws of the Commonwealth of Pennsylvania with respect to division of marital property, alimony, child support and the other issues herein contained. Each party has either obtained such legal review or has, without coercion determined to waive such review. The scrivener has made no assurances of any type whatsoever that the terms hereof are particularly beneficial to either party. 7. Release of All Claims. Each party, except as otherwise provided for in this Agreement, releases the other from all claims, liabilities, debts, 7 obligations, actions an:l causes of action of every boo that have been incurred, or IMY be incurred, relating to or arising from the marriage between the parties, including waiving any claim to their respective p->...nsions or retirement a=unts. HCMever, neither party is relieved or discharged from any obligations under this Agreerrent or under any instrument or document executed p.m;uant to this Agreement. Further, each party waives any interest against the estate of the other, arising out of rights under the Intestate law or the Divorce Cooe, Act 26 of 1980, as amended, or arising by any nature whatsoever, excepting only those rights a=rded to the parties hereunder. 8. Breach. If either party breaches any provision of this Agreement, the other party shall have the right, at his or her election, to sue for daIrages for such breach, an:l seek any other remedy allowed in law or equity. '!he party breaching this contract shall be responsible for the payment of legal fees an:l costs incurred by the other in enforcing his or her rights under this Agreement, or seeking such other remedy or relief as IMY be available to him or her. Waiver by one party of any breach of this Agreement by the other party shall not be deemed a waiver of any subsequent, similar breach or other breaches. 9. Full Disclosure. Husband and wife each represent and warrant to the other that he or she has I1'ade a full and complete disclosure to the other of all assets of any nature whatsoever in which such party has an interest, of the source an:l amount of the income of such party of every type \oJhatsoever and all other facts relating to the subject m'ltter of this Agreement. 10. Divorce. '!his Agreement shall not be construed to affect or bar " , the right of either Husband or Wife to a true and absolute divorce on legal , I I i 8 and truthful grourds as they now exist or roy hereafter arise. It is un:lersto:xl, however, that Wife, as of the signin::J of this Agreezrent, has filed an action in divorce in the Court of COImlOn Pleas of CUmberlam County, in Which he alleges that the rrarriagc is irretrievably broken. B::lth P3rties un:lerstan:l an:::! agree that Wife shall continue to pursue said divorce on the grounds that the marriage is irretrievably broken, an:::! t.'1at both P3rties will execute, deliver and file the necessary dfCidavits and all other petitions or docurrents necessary to effectuate the divorce pursuant to Section 3301(0) of the Divorce Code. Husband agrees that the marriage is irretrievably broken. 11. Reore.sentation of Parties bv Cotln<:el. Each party has had the OPPOrtunity to have legal counsel to represent each of them in the negotiation an:::l preparation of this Agreerrent and has either been so represented or has voluntarily chosen not to be represented. Each P3rty has carefully read this Agreement an:::! is completely aware, not only of its contents, but also of its legal effect. 12. Additional Inst!UJn!onts. Each of the P3rties shall on denand or within a reasonable periexl thereafter, execute and deliver any and all other documents and do or cause to be done any other act or thing that may be necessary or desirable to effectuate the provisions and ptlr]:'OSeS of this Agreement. If either P3rty fails on denand to comply with the provision, that party shall pay to the other all attorneys' fees, costs and other expenses reasonably incurred as a result of such failure. 13. MexlifiC'ltion am Waiver. Mexlification or waiver of any provision of this Agreerrent shall be effective only if In3de in writing and executed with the same formality as this Agreerrent. The failure of either party to insist 9 upon strict performance of any of the provisions of this Agreement shall not be construed as a waiver of any subseqUent default of the sarre or similar nature. 14. r".".,,-intive Headings. 'The descriptive headin;Js used herein are for convenience only. 'They shall have no effect I-Ihatsoever in detenninin;J the rights or obligations of the parties. 15. Governing laW. 'Il1is Agreement shall be governed by an:! shall be construed in a=rdance with the laws of the commonwealth of Pennsylvania. 16. Order of Court. With the approval of any court of ~tent jurisdiction in which any divorce proceedin;J Il'aY now be penclin;J or which Il'aY hereafter be instituted, this Agreement shall be incorporated in any decree of absolute divorce which Il'aY be p3.ssed by said court. IN wrmESS W!lEREX)F, intending to be legally bound hereby, the parties hereto have hereunto set their hands and seals the day and year first above written. (SEAL) (SEAL) 10 3) 4) 5) 6) 7) EXHIBIT "A" 1) 2) Residence lo:::ated at 23 SJ.:yline Dr., l1echanicsburg, PA. SUch household furnishings as the parties shall determine mutually agreeable a listing of Which shall be attached hereto and incorporated herein as Exhibit. CO. r.."sed 1998 Suburban. OlecJdng an:I/or savings a=unts currently in Wire's .'"lame. 1967 Mustang 1972 Mustang Convertible IRA in Wife's name. .' EXHIBIT "B" 1) SChedule of vehicles and hoosehold furnishings attached as Exhibit D. 2) American FUnds AcCt. #61169842. (Value approX. $4,400) 3) TSA Ac:c:c:mrt: (value approX. $71,000). 4) First :InVestors (Value approx $1,500). 5) ReSidence at 10 Wheatland Drive (SUbject to all liens an:! encumbrances on the subject property) . 6) 01ec:Jdrq and savings a=unts currently in name of Husbarrl. 7) IRl\ in Husbarrl's name. "- . .'''. t' ': ,iJrI. ",-iF ..V) Jlr 'n1"'~;r~'."..,;;'''''J'~_~*/J:li<l'I,:'iI.~;),;...,.;.,:.,l: .\1..'..;):.w.:..........,~4'~~"'.;.\,.'..."'''''h:.r',Al!.~.~ . . . .. . " .' . ~~ (fJ el I ~S;! c ~ m '" ~ > z ()~~ ;;< s ~ z ~ c.., r (") ~ ;., ~ ~ ~ > H Z ~ Z . ci ~ . :<' r;; ,...' 0 c;j i '" ~~~ ;;; ... 0 ~ . CD ~ii ... ~ ~ o ~ . I . n Ul m CD ~ ;::>c I i . w ~ (J>~ ... r. ?: ~~ ~ ... c - ? in ~ H ~~ ~ ?: .::J . ~ - ~ !::i :J> 0 MARl BETH J.R. BUCHER, PLAINTIFF : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA V. ROBERT W. BUCHER, DEFENDANT : 98-5834 CIVIL TERM AND NOW, this ORDER OF COURT ,() day of July, 2001, IT IS ORDERED that a hearing shall be conducted on the within petition to enforce a marital settlement agreement at 1:30 p.m., Wednesday, September 26,2001, in Courtroom Number 2, Cumberland County Courthouse, Carlisle, Pennsylvania. / By the Court,l / ,/ i. f.l /(.1// Edgar B. Bayley, J/ i , Susan Kay Candiello, Esquire ~ For Plaintiff C . Of'~..5 Barbara Sumple-Sullivan, Esquire For Defendant rn~Ll'iLL .//IJ..!OI I J/l.) :saa ~ ... ~ ~ ~ '-Ii ~ ,...;. .:.;. {+;. .:+:. .:~. ~i ~ ~ .'~ ~ ~ ~ ~.I ~ ~ v ~ ~ ~ $ ~ ~.' ~ ~.' ~ ~ fo' ~ Z*~~*~'~'~~*~*'***'~"~"~"~'~~-~"'~"~'_'~:~"~:.;~ .:.;. .~ ~ .~ " ~ ~ .~---....--.- -~~.....--.- -~ ~- ~.~ .~- "--.... - ~- '.'i ,'~ I to/ ,:,{ ~.' ~. IN THE COURT OF COMMON PLEAS ~ OF CUMBERLAND COUNTY ~..,.; .'. L.~ ..... ,'. ',I ...-:K~>". ..~ ....,. ......~~,.:..:., ,.; ~ ~: " :0. , . ~ !!!; ~! ,.I .1 ~ STATE OF PE.:\JNA .. f" ~ Maribeth J.R. Bucher :~ ~; ~ ,~ :~ Plaintiff "" 1)f1_ '>1114 (' j v II 'l'f't'l~ ~, \'t'r>ll:: ~ Robert W. Bucher ~ ~ Defendant ,~ ~ ~ .' $ '.. ~ ~ DECREE IN DIVORCE . .~L-0l.Ul\. 'Ib 19 .~ \ ~ , . I~ i... , ~ AND NOW, if is orderod and ;~ ( : '~ . '~ I':' ~ decreed that ....... .Ma;r:.ibeth. .J, R..Buch.er and. . . . . . . . . . . . . . . . . . . . . . RPbert. .w. . Buche;r: are divorced from the bonds of matrimony. plaintiff, defendant, ~ The court retains jurisdiction of the following claims which have been raised of record in this action for which a final order has not yet been entered; VO'I'f. $ ~ .~h~. .~~r~.i~,!:. /o1~~ria.",e. S~ttlementAgreement date.d November .4, . . 1~ " ~ /':' I~ '~ .1. ~9.8. ..i.:>. i.nGo;r:p.orat.ed. herein. as. an .Orde.r .of.Court. .'. / ~ $ i~ I. I~ I~ I.:' ij II y T II t! ell II r I: ' 1/ . . . . ,; ,A/Iv/ It; ~ iC)i<':~, /"''''''''"'''.'''' $ Atfl':1t: J. )~ ~..~.~..~.,~:.~..~.~..~..~:..~,.~..~.*~~.~~. MARRIAGE SE:ITUMEl IT AGRElliENI' 'lliIS J\GRlIDID'IT, IMde this 2~c'cIaY ot\Jlov~~ ' 1998, by and between ROBERT W. BUOIER, JR., hereinafter called Husbard, and MARIBEIll J.R. WOiER, hereinafter called Wife; wrrnESSE'Ill : WHEREAS, Husbard and Wife are lawfully married; and WHEREAS, differences have arisen between Husband and wife in consequence of which they have determined to live separate and apart from each other and agree to consent to the entry of a no-fault divorce; and, WHEREAS, Husband and Wife desire to settle and detennine their rights and obligations. NOO, 'IHEREFORE, the parties, intending to be legally bound hereby, agree as follows: 1. Senarati.QD. It shall be lawful for each party at all tilnes hereafter to live separate and apart from the other at such place as he or she nay from time to time choose or deem fit. The foregoing provision shall not be taken as admission on the part of either party of the lawfulness or unlawfulness of the causes leading to them living apart. Each party shall be free fram interference, authority and control, direct or indirect, by the other as fully as if he or she were single and unmarried. Neither shall m:>lest the other or c:onpel or endeavor to carrpel the other to cohabit or dwell with him or her. 2. Division of Property. Wife acknowledges receipt of the items of property identified on the attached Exhibit "A". Husband shall retain as his 1 property the items identificxl on the attached Exhibit "B". In addition thereto : A. '!he parties agree that they shall file a joint tax return Cor 1998. lIusband shall assurre sole liability for any and all incorre taxes due Cor the tax year 1998 and prior years and hereby indemnifies wife against any liability therefor. B. Husban:l Agrees to deliver to wife, upon closing of Wife on the property at 23 Skyline Drive, Mechanicsburg the sum of Seventy Thousand ($70,000.00) Dollars and to waive any interest in the $5,000 down payment provided by Husband for Wife's purchase of the Skyline Drive property. C. Husban:l shall, =ntemporaneously with the execution of this Agreement execute a Note in favor of Wife in the amount of One hundrcxl 'IWenty-five Thousand ($125,000) Dollars due and payable as follaws: Payments of six Hundred 'lWenty-Five ($625) Dollars per month beginning one month from the date of relocation of Wife to the Skyline Drive property, to be applied to interest at the rate of six (6) per cent per anm.nn, and continuing for sixty (60) m::>nths at which ti1ne all principal and unpaid interest shall be due and payable. D. The parties acknao'lledge that Husband shall be entitles to claim each of the minor children as dependants on all future income tax returns. E. '!he parties acknowledge that have heretofore established an a=unt with Merril-Lynch (#872-43039) which they have funded to assist with the children's =l10ge educations. The parties agree to maintain such fund for the benefit of the children and to use the funds for said educational purposes only. 2 F. 'll1e parties acknowledge that the properties set aside to each shall be the sole and separate property of the party taking possession of same. G. The parties agree that they waive any claim and all interest in the other's retirement and any and all assets assigned to the other hereuroer and agree to sign any docurrentation reasonably requested to effectuate this waiver of interest. 3. arrrn CUSTODY: The parties agree that they shall share legal custody of their four children: Mari.beth Jo Bucher, born November 22, 1983, samantha L. Bucher, born February 3, 1986, Robert W. Bucher III, born August 3, 1989 and Joseph R. Bucher, born February 12, 1992. Wife shall have pri.1naIy physical custexly of parties' minor children. Husbard shall have liberal partial physical custexly and visitation rights. The parties acknowledge their mutual concern that Husband and Wife each play a significant role in the lives of the children. 4. CHIID SUProRI': Husband agrees to pay child support for the parties I minor children in the amount of 1\>10 Thousand six Hundred and Forty($2,640.00) Dollars per month to be effective upon wife's relocation to the Skyline Drive property. Both parties acknowledge that this amount of child support is reasonable given their respective net incomes as of the date of this agreement and the marital property allocated to each. The parties acknowledge that circumstances may change in the future which would warrant a modification of the child support. The parties agree that the Court shall retain full jurisdiction over the child support and that this paragraph may be modified by subsequent Court Order. The child support shall continue until such time as the children, or any of them become emancipated, becomes self- 3 supportin;J, attains the age of eighteen years or resides with Husband full- tine, which ever of the aforesaid events first ~rs. Husband agrees that, in reference to the support obligation, he will provide full medical coverage as available through his employment and agrees that for any unreilnbursed medical, dental, optical, prescription, and orthodontic expenses not paid for by his (or Nife's, if she maintains any) health insurance coverage, he will pay one-half of such amount. In reference to a mcx:lification of this Order, Husband agrees that, upon request from Nife, he will submit information in regard to his salary on an annual basis. In calculating any adjustment in child support, the Husband's net income from his employment shall be the only amount considered, unless Husband suffers a voluntary or an involuntary reduction in in=ne due to illness, loss of employment, et cetera. Only in the event of a voluntary or an involuntary loss of employment shall the Husband's in=ne from other sources, such as dividerx:ls, interest, disability, social security or other benefits which would nonrally be considered income pursuant to the laws of the Commonwealth of Pennsylvania be factored in arriving at the mo::Iified amount of support. '!his child support obligation shall cease upon HUSband's death; however, to insure a continuation of support, the Husband agrees that he will maintain tenn life insurance policy with Nife and the children as co- beneficiaries until he shall have no further child support obligations hereunder in the minimum amount of $ 500,000 so long as he is physically qualified to purchase said insurance. In addition Husband shall continue to provide medical insurance coverage for the minor children. 4 4. AUMc'lNV: Husband agrees to pay alimony to Wife in the current aoount of $1,365.00 per rronth. Both parties acl:nowlcdge that this am:lUJ1t of alim:my is reasonable given their respective net income as of the date of the A9.=Illellt and the marital property allocated to each. 'The parties acknowledge that circumstances may change in the future I.'hich may warrant a modification of the am:lUJ1t of alimony. 'The parties agree that the Court shall retain full jurisdiction of the alimony order and that this paragraph may be modified by subsequent Court Order and that nothing contained herein shall be construed to make the alimony or the child support enforceable as a separate contract right. In calculating the Husband's net income, the figure utilized for same Geisinger Health System, or other earned income Idth deductions allowed for shall be the aJOClunt reflected on Husband's pay statement from Penn State- be calculated as HUSband's income. deductions. Any enployment benefits, dividend or investIrent income shall not federal, state and local taxes, health insurance and all other non-volunt<u:y Beginning Februaxy 1, 2000 the aforementioned sum shall be adjusted annually to reflect the changes, if any, in the Consumer Price Index (U. S. ) City Average Index) for the 12 months preceding January 1 of each year, as published in the Wall Street Journal, provided; A) that the adjustment shall not exceed the percentage of net salary change experienced by Husband on the same year to year basis. '!he parties recognize that, in the event of a loss of income, the amount of alimony may decrease. 'This alimony shall tenninate at the earlier event of; Wife's death, Husband's death, Wife's remarriage or Wife's CO-habitation, or seven (7) years from the date of first payment hereunder. , , .i 5 B) the payments to be made hereurder are intended by the parties to constitute alimony under IRe 71, and as such, too be included in Wife's incane and deductible by the Husband. S. ~. Except for the debts and obligations created hereurder, each party agrees to pay am hereby agrees to hold the other hannless fran any and all personal debts and obligations incurred by him or her subsequent to the date of separation which shall be considered as of the date of this agreement. If any claim, action or proc:eeding is hereafter brought seeking to hold the other party liable on account of such debts or obligations, each party will at his or her sole expense defend the other party against any such claim, action or proceedings, whether or not well-fourded, and indemnify the other party against any loss or liability resulting therefrom. 6. Eauir"hle Property. This agreement constitutes an equitable division of the parties' marital property. The parties have detennined that the division of this property conforms with regard to the rights of each party. The division of existing n>arital property is not intended by the parties to constitute in any way a sale or exchange of assets, am the division is being effectuated without the introduction of outside fund... or other property not constituting the ootrimonial estate. Each party hereby acknowledges that this agreement adequately provides for his or her needs and is in his or her best interest, and that the agreement is not the result of any fraud or UJ1due influence exercised by either party upon the other or by any other person or persons upon either party. Both parties hereby waive the following proc:edural rights: 6 A. The right to obtain an inventory and appraisement of all =ital and separate property as defined by the Pennsylvania Divorce Cede. B. The right to obtain an income and expense staterrent of the other party lIS provided by the Pennsylvania Divorce Code. C. The right to have the court detennine which property is =ital an:! Which in non-marital, and equitably distributable between the parties that property which the court determines to be marital. D. The right to have the court decide any other rights, remedies, privileges, or obligations covered by this agreement, including but not limited to possible claims for divorce, SPOusal support, alimony, alimony pendente lite (tenporary alimony), and counsel fees, costs and expenses. Each party acknowledges that Steven J. Fishman, has acted merely as scrivener of this agreement, documenting the mutual desires of the parties. Each party acknowledges that said scrivener has advised each party of the advisability of having this Agreement revieWed by an attorney to detennine whether or not the mutual agreements herein contained are the most faVorable which such party might otherwise anticipate under the laws of the Commonwealth of Pennsylvania with respect to division of rrarital property, alimony, child support and the other issues herein contained. Each party has either obtained such legal review or has, without coercion detennined to waive such review. The scrivener has made no assurances of any type whatsoever that the tenns hereof are particularly beneficial to either party. 7. Release of All Clairn.<;. Each party, except as otherwise provided for in this Agreement, releases the other from all claims, liabilities, debts, 7 -.---..-----..--. .. obligations, actions and causes of action of fNery Idnd that have been i.ncurred, or roy be incurred, rclatirq to or arisirq tram the rorriage between the parties, including waivirq any claim to their respective pensions or retirement accounts. HowfNer , neither party is relifNed or discharged fran arrj obligations under this Agreement or under any instrument or document executed pursuant to this Agreement. Further, each party waives any interest against the estate of the other, arisirq out of rights under the Intestate law or the Divorce Code, Act 26 of 1980, as amended, or arisirq by any nature whatsoever, excepting only those rights a=rded to the parties hereunder. 8. Rreach. If either party breaches any provision of this Agreement, the other party shall have the right, at his or her election, to sue for damages for such breach, and seek any other remedy allowed in law or equity. '!he party breaching this contract shall be responsible for the payrrent of legal fees and costs incurred by the other in enforcing his or her rights under this Agreement, or seebrq such other remedy or relief as may be available to him or her. Waiver by one party of any breach of this Agreement by the other party shall not be deemed a waiver of any subsequent, similar breach or other breaches. 9. Full Disclosure. Husband and Wife each represent and warrant to the other that he or she has made a full and corrplete disclosure to the other of all assets of any nature whatsoever in which such party has an interest, of the source and amount of the incorre of such party of every type whatsoever and all other facts relating to the subject matter of this Agreement. 10. Divorce. '!his Agreement shall not be constnled to affect or bar the right of either Husband or Wife to a true and absolute divorce on legal 8 an::! truthful grounds as they now exist or lII3Y hereafter arise. It is un::Ierstoocl, however, that Wife, as of the signing of this Agreerrent, has filed an action in divorce in the Court of Carmon Pleas of CUmberland County, in which he alleges that the narriage is irretrievably broken. Both parties un::Ierstand and agree that Wife shall continue to pursue said divorce on the grounds that the narriage is irretrievably broken, and that both parties will execute, deliver and file the necessary affidavits and all other petitions or documents necessary to effectuate the divorce pursuant to Section 3301(c) of the Divorce Code. Husband agrees that the lII3rriage is irretrievably broken. 11. Represenbotion of Parties by Coun.<;el. Each party has had the opportunity to have legal counsel to represent each of them in the negotiation and preparation of this Agreement and has either been so represented or has voluntarily chosen not to be represented. Each party has carefully read this Agreerrent and is COllpletely aware, not only of its contents, but also of its legal effect. 12. Additional Instnnnents. Each of the parties shall on derrancl or within a reasonable pericx:l thereafter, execute and deliver any and all other documents and do or cause to be done any other act or thing that may be necessary or desirable to effectuate the provisions and plllpOSeS of this Agreement. If either party fails on denancl to comply with the provision, that party shall pay to the other all attorneys' fees, costs and other expenses reasonably incurred as a result of such failure. 13. Mcx:lification and Waiver. Mcx:lification or waiver of any provision of this Agreement shall be effective only if lII3de in writing and executed with the same formality as this Agreement. The failure of either party to insist 9 r. ,.-- EXHIBIT "A" 1) Residence located at 23 Skyline Dr., Mechanicsburg, PA. 2) SUch household furnishings as the parties shall determine mutually agreeable a listing of which shall be attached hereto and incorporated herein as Exhibit. C'. 3) Tp~~ 1998 Suburban. 4) <J1ecki.ng and/or savings a=unts currently in Wife's name. 5) 1967 Mustang 6) 1972 Mustang Convertible 7) IRA in Wife's name. , J , ) '. ) " : -:r] .J , -, -)(~; Ii .:("5 j/'r) r- ! , '::;' :.0 ~. --< l) '1 r .' MARl BETH J R BUCHER, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Vs. CIVIL ACTION. LAW ROBERT W BUCHER, Defendant NO. 98.5834 CIVIL TERM IN DIVORCE PRAECIPE TO TRANSMIT RECORD TO THE PROTHONOTARY Transmit the record, together with the following information, to the Court for entry of a divorce decree: 1. Ground for divorce: irretrievable breakdown under Section 3301 (c) and 3301 (d) of the Divorce Code. 2, Date and manner of service of the Complaint: Defendant signed an Acceptance of Service on October 14,1998 3. (complete either paragraph (a) or (b).) A. Date of execution of the affidavit of consent required by Section 3301(c) of the Divorce Code: by Plaintiff on January 19, 1999; and Defendant on January 14, 1999. B. (1) date of execution of the Plaintiffs Affidavit required by Section 3301 (d) of the Divorce Code: nla nla (2) date of service of the Plaintiffs Affidavit upon the Defendant: 4. Related claims pending: None. 5. Indicate date and manner of service of the notice of intention to file praecipe to transmit record, and attach a copy of said notice under section 3301 (d)(1 )(1) of the Divorce Code: None served as the parties signed the Waiver of Notice. (Defendant on January 14, 1999 and Plaintiff on January 19, 1999). ...... Res lIy submitted, , \~ ' Steven . <: 'C) ',)" I . i ~.!l ',. ,< ;''1 ,J ,i) if " ;~." II I .' MARIBETH J. R. BUCHER, Plaintiff . IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA I II RO~~'RT W BUCHER, !, Defendant I I I : CIVIL ACTION - LAW . NO.1 j. \'i'~'1 CIVIL : IN DIVORCE -1,.-- NOTICE TO DEFEND AND CLAIM RIGHTS You have been sued in court. If you wish to defend against the claims set forth in the following pages, you must take prompt action. You are warned that if you fail to do so, the case may proceed without you and a decree of divorce or annulment may be entered against you by the court. A judgment may also be entered against you for any other claim or relief requested in these papers by the Plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the Prothonotary at the Cumberland County Court House, Carlisle, Pennsylvania. IF YOU DO NOT FILE A CLAIM FOR ALIMONY, MARITAL PROPERTY, COUNSEL FEES OR EXPENSES BEFORE THE FINAL DECREE OF DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR ATTORNEY AT ONCE. IF YOU DO NOT HAVE AN ATTORNEY OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Bar Association 2 Liberty Avenue Carlisle, PA 17013 Telephone: (717) 249-3166 I I :1 'I Ii understand that false statements herein are made subject to the penalties of 18 Pa II " I I verify that the statements made In this Complainl are true and correct. C.S. 1} 4904, relating to unsworn falsification to authorities, ~he-+?\7fR~WA MARl BETH J R BUCHER Date: 10 / / J, /fg . I , .i :, il MARIBETH JR, BUCHER, I' Plaintiff Ii Ii v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 98.5834 CIVIL TERM Ii Ii Ii II II II I , ROBERT W. BUCHER, Defendant IN DIVORCE AFFIDAVIT OF CONSENT, ACCEPTANCE OF SERVICE AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER SECTION 3301(C) OF THE DIVORCE CODE 1. A complaint in divorce under Section 3301(C) of the Divorce Code was filed on October 13, 1998. 2. Defendant acknowledged receipt and accepted service of the Complaint on October 14, 1998. 3. The marriage of the Plaintiff and Defendant is irretrievably broken and ninety days have elapsed from the date of the filing of the Complaint. 4. I consent to the entry of a final decree in divorce without notice. 5. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 6. I understand that I will not be divorced until a Divorce Decree is entered by the Court and that a copy of the Decree will be sent to me immediately after it is filed with the Prothonotary. 7. I have been advised of the availability of marriage counseling and understand that I may request that the court require counseling. I do not request that the court require counseling. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification~ tft thoriti~ ) / y~ 1'1J,~~'~1 Date: 1/I1/q</ / '?(,rrv- I ROBER' W. BUCHER -. t., ? .; ~~~ ; :~1 ;C) )I'.l I ] -.-.,: ':) --) :.1 MARIBETH J.R BUCHER, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. NO, 98-5834 CIVIL TERM Ii II I I I I i ROBERT W BUCHER. Defendant IN DIVORCE 4. I consent to the entry of a final decree in divorce without notice. , I I I I I I I I I I I AFFIDAVIT OF CONSENT, ACCEPTANCE OF SERVICE AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER SECTION 3301(C) OF THE DIVORCE CODE 1. A complaint in divorce under Section 3301 (C) of the Divorce Code was filed on October 13, 1998. 2. Defendant acknowledged receipt and accepted service of the Complaint on October 14, 1998. 3. The marriage of the Plaintiff and Defendant is irretrievably broken and ninety days have elapsed from the date of the filing of the Complaint. 5. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 6. I understand that I will not be divorced until a Divorce Decree is entered by the Court and that a copy of the Decree will be sent to me immediately after it is filed with the Prothonotary. 7. I have been advised of the availability of marriage counseling and understand that I may request that the court require counseling. I do not request that the court require counseling. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Date: ;//?,/CJf' I Ii; ,,' , 1,.-. I c 1 .L~ \ 1\ MARIBETH J.R. BUCHER , \ ~ j. 1..\\\'OI"l'If'I:... BAHBAHA Str!'oII'LE-SllLLIVAN :-,'W IIUIIJld:SIIII:I:' ~'I:\" Cn'IIII;UI..\SlJ. l'I;SS........I.vM_I.... 17070.IUHI J'1I0~1; 1717) 77 H . 1:'\ F.\.\ pH) 77 1.70:'\11 July 1(,,2001 Thc Ilonorablc Edgar H. Hay Icy Cumbcrland County Courthousc Onc Counhousc Squarc Carlislc, I' A 170 I J Re: Bucher \', Bucher .'io. 98-5834 Ch'i/ Term / CUlllherl:llId County' Dcar Judgc Baylcy: I am in rcccipt or YOUI' Ordcr datcd July 11.200 I. I must rcspcctlidly rcqucst it bc rcscindcd pcnding issuancc or a rulc and/or somc othcr basis Il,r considcration or Dr. Buchcr's rcsponscs. Also, sincc all or thc mattcrs had bccn scttlcd by thc panics pursuant to thcir Marital Scttlcmcnt Agrccmcnt and thc divorcc was concludcd appro.ximatcly two ycars ago, I do not bclicvc thcrc cxists any "marital" propcrty to bc subjcct to thc injunction providcd lor thc Divorcc Codc. At thc vcry Icast, I ask lor a clarification ol'thc spccific naturc ol'thc asscts which arc dccmcd to bc subjcct to your July II, 200 I Ordcr. I rcspcctfully rcqucst that an in chambcrs conlcrcncc bc schcdulcd to rcvicw this mattcr pcnding hcaring in Scptcmbcr or somc othcr procccding bc institutcd lor rcsponsc and rcvicw. Your considcration in this rcgard is apprcciatcd. Barbara Sumplc-Sullivan BSSlld cc: Susan Kay Candicllo. Esquirc Dr. Robcrt W. Buchcr, Jr. MARIIIETII .I.R. IIUCIIER, PLAINTIFF IN TilE COURT OF COMMON PLEAS OF CUMIIERLANU COUNTY. I'ENNSYLVANIA VS. ROIIERT W,IlUCHER, DEFENI)ANT NO. 9H.5H34 CIVIL ACTION - LAW IN DIVORCE ORnER AND NOW. this .~ day of q .: j '~A.I' , 200 I. upon consideration of the Plaintiff. MARIIJETH B, J.UCENTE (formerly known as Maribeth J.R, Bucher) and Defendant, ROBERT W. BUCHER, .IR.'S attached Settlement Agreement and Release in the above action. it is hereby ORDERED and DECREED that the SETIJ.EMENT AGREEMENT AND REJ.EASE is entered as an Order of the Court. ,/ BY THE COURT:) I r / ,. ~ / ~ Y.~t::J" I~ \0 A, Maritnl Propert.v Dr. Buchcr shall ~ivc In Mrs. Llll'cnlc thc follnwiu~: (This exchangc nf propcrt.v shall II(' rompleted within thirt.v (30) da.vs followiug thc cxccution of this agrccmcnt.) (I) Thc dnuble framc aud lop of Ihe Emaljunne Stroller; (2) Family photographs and fmnily videos: The parties daughters. Maribeth and Samantha, shall assist Dr. Bucher to gather together all family photographs and t;1mily vidcos. Dr. Bucher shall bring those family photographs and family videos and Mrs. Lucente shall bring any f:lmily photographs she has to a neutral meeting place previously agreed upon by the parties. The parties shall arrange for a meeting to exchange the family photographs and family videos, meeting to take place within two (2) weeks of the execution of this Agreement, where the parties shall review and equally divide the family photographs and family videos. (3) 1984 Ford Mustang: Dr, Bucher agrees to take responsibility for having the Mustang in good working condition and able to pass inspection, (this shall include the inside roof lining), Mrs, Lucente agrees to register the Mustang in her name, Once the Mustang is registered, Mrs. Lucente shall take the Mustang for inspection, If the Mustang fails to pass inspection for any physical reason, Dr, Bucher shall pay to have any and all rcpairs thatnccd complctcd to cnablc thc Mustaug to pass inspcctiou. (4) Baretta. a gift from Dr. Buchcr to Mrs. Lucentc, aud Mrs, Lucente's 38 Service revolvcr. The Baretta is registercd in Dr. Bncher's name. Upon receipt of the Baretta, Mrs. Lucente agrees to take immediate action to have the Baretta registered in her name. Mrs. Lucentc agrees to keep these guns in her safe deposit box so they are not in the home with the children; (5) Dr. Bncher agrees to remove Mrs. Lucente's name from the title of the 1989 Chevrolet Suburban. and destroy the vanity plates on this vehicle and obtain new plates, B. Medical, Psychological, Dental, Orthodontia and Vision Expenses (I) With respect to all outstanding medical. psychological. dental. orthodontia and vision expenses the parties' children incurred from the time of the parties' separation through December 31,2000, the parties agree Dr. Bucher shall pay to Mrs, Lucente the sum of Four Thousand Dollars and No Cents ($4,000,00) to be paid in monthly payments of One Hundred Dollars and No Cents ($100,00) each month for two (2) years or twenty-four (24) months to begin on September \,2001. This payment to be inclnded with the monthly child support payment and enforced and paid through Domcstic Rclations. (Plcasc scc copy of Agrccd Ordcr of Support allachcd at Exhibit "A "); (2) Dr, Buchcr has cxccutcd a Promissory Notc whcrcby the rcmaining One Thousand Six Ilundrcd Dollars and No Cents ($ 1,600.(0) shall bc paid on or bcforc Scptcmbcr 1.2003. in a balloon paymcnt from Dr. Buchcr to Mrs. Luccntc. (Plcasc sce copy of Promissory Notc allached at Exhibit "B".); (3) Dr. Bucher paid to Mrs. Lucente thc sum of Six Hundrcd Fifly Six Dollars and Twenty Cents ($656.20) representing his portion of the uncovered medical. psychological. dental. orthodontia and vision expenses incurred from January I. 2001 through July 31. 2001. (4) Decisions for medical. psychological. dental, orthodontia and vision treatmcnts and interventions for the parties' children shall be rcached jointly betwcen Dr, Bucher and Mrs, Lucente. Mrs, Lucente shall provide Dr, Bucher with prior notice of any child's condition requiring treatment, appointments. plans for care and treatment, and costs for same. (Prior notice shall not include health prevention and health wellness visits for the children.) Either party may make unilateral decisions in an emergency. but thcy must then contact the other party as soon as they are able to share all pertinent information and begin again to shure the decision making process for the child's care and treatmcnt. If the parties are unable to real'll an amicable decision regarding the care and treatment of thcir child. they agree to identify an expert in that particular arca of disputc and the parties agree to follow the expert's opinion for treatmcnland intervention. (Despite the fact Dr. Bucher is a physician, hc is an involved party in this decision making process and is not an expert inlhc lIrcllS involving the children. For those and additional reasons, Dr, Bucher's opinion shall be given no more weight than Mrs, Lucente's opinion.) Thc parties shall continue 10 share equally (50/50) all uncovered medical, psychological, dental. orthodontia and vision expenses, Each month on or about the last day of the month. Mrs. Lucente shall provide Dr, Bucher with receipts for all uncovered medical, psychological, dental, orthodontia, and vision expenses she incurred for the children that month. Dr. Bucher agrees to pay to Mrs. Lucente his portion of the uncovered expenses within thirty (30) days of his receipt of the receipts for the uncovered expenses, C. Communication I Interaction I Responsibility of Parties The parties will eontinue to communicate with each other eoncerning the children as is necessary for the children's best interests and welfare, Dr, Bucher will share directly with Mrs. Lucente on or before the third week of each month his proposed visitation schedule for the parties' children for the following month. Mrs. Lucente will conlinue to use [,mail to provide Dr. Bucher with information about the children. Dr, Buchcr is encouraged 10 respond to thcse E-nmils. Mrs. Lucente and the children will try to pagc and/or tclcphone Dr, Buchcr early in the morning in the hour of 7:30 a,m. and 8:30 a.m, Dr, Bucher will allempt to rcspond to Mrs. Luccnle's and the children's pages during this hour or, if hc is unablc to respond during this hour. at the end of his day, D, Life Insurance Policy Dr. Bucher shall change thc beneficiary for the $500,000.00 life insurance policy from his brother. James B. Bucher, to Mrs, Maribeth Lucente as the trustee for the parties' four (4) children. Said designation of Mrs. Lucente as trustee for the benefit of the parties' children shall be required untillhe youngcst child reaches the age of eighteen or. in the event that the child is enrolled in a formal post high school educational degree program, not to exceed the youngest child's twenty-second (22nd) birthday, As soon as Dr. Bucher has evidence of this change, he will provide Mrs. Lucentc with a copy of this life insurance policy, and every year thereafter at Mrs. Lucente's rcquest. E. Promissory Note for $125,000.00 Dr, Bucher will provide Mrs. Lucente with a copy of the promissory note for $125,000,00, as directed in the Marriage Selllement Agreement. F, Counseling As a result of Dr. Bucher's change in health insurance, Anthea Stebbins was no longer covered under Dr. Bucher's health insurance, Mrs, Lucente reviewed possible counselors who were covered under Dr. Bucher's present health insurance and took the children to see Sally Rooney. The children are comfortable with Sally Rooney and would like to continue to counsel with her, Dr, Bucher will schedule an appointment to meet and speak with Sally Rooney to consider agreeing to continue with Sally Rooney as the family counselor nnd nlso to pnr1icipate in counseling sessions wilh Snlly Rooney himself, lhe children, nnd possibly Mrs. LUl'elllc, The goals oflhis counseling arc to help the children with their individual needs nnd pmulellls. help the children in their relationships wilh their mother nnd falher, nnd. if possible, help Dr, Bucher and Mrs. Lucente with communication skills to be able to comlllunicnte civilly concerning their children. G, Time is of the Essence The parties will complete all activities agreed upon in the above agreement within thirty (30) days from the date of execution of this agreement. If any of the activities cannot be completed within thir1y (30) days, the responsible par1y will provide the other pnr1y with evidence they have allempted to complete rhe activity bUI are delayed by some other individual or obstacle beyond their control. In the event of such a delay, the party will continue to attempt to complete the activity providing the other par1y with regular information of their progress and anticipated date of completion, H, Except as specifically identified in this agreement, all unresolved issues pursuant to the Marriage Settlement Agreement are settled. The par1ies hereby note and warrant that there are no remaining outstanding issues of breach which have been brought before the cOUr1 in Mrs. Lucente's present action for breach of the Mnrriage Selllement Agreement and any such claims are fully released, remised and settled. The par1ies fUr1her warrant that the child SUppor1 and custody have been modified pursuant 10 formal independent filings to Docket Numbers 98-5834 and 00-3140, and PACSES Case Number 428102791, However, nothing in this agreement shall be deemed as an attempt to repudiate the obligations owed by Dr, Bucher to Mrs, Lucente pursuant to paragraph 2.C. of the Marriage Settlement Agreement for payment of monies due Mrs, Lucente. Dr, Bucher's ability to take the children as deductions pursuant to Paragraph 2.0. ;i; (J) ~ C ~ ~ '~ Z ~ ~ ; r; ; )- ." z:- 'IJ 0 ~ ~ ;;,.: '" r-' ~ - '" ~ ~ 9 ~ ::: t:tl 0 r V, "T1 ~ Z ~ .: ;; :,.- r _ ~ ~ ~ "f I I ~ ; - ~ ~ b ~ . H Z " i 1:5 ~ ~ i . ()j . i ~ ~ c.., . :>::J . ~ . ~ ~ . es . i!2J n~: ~~~ ~8'" 9~fil ~. 6 'i~ ~~~ ~~ HO :l>"l \0 C1J , lJ1 C1J W "" (") , , ,-" , , [; " , - J '. I ,', , ,-, .,:.. .' , , " 1 J~. ~--.: .' .. c .. ~ (Ji :d "" 0{ '. . 4 ... J MARIA r. COGNElTl & ASSOCIATES MARIA r, COGNElTl. ESQUIRE AlIomey I.D. No. 27914 210 Grandvlew A venue, Suile 102 Camp lIi11, I>A 17011 Telephone No. (717) 901).4060 AlIomey, ror PI"int/IT JOHN E, MUMMA, Plaintiff vs, MAUREEN ANN MUMMA, Defendant . CIVIL ACTION. LAW IN DIVORCE IN TI IE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYL VANIA S8J'f No. 99-~ INCOME AND EXPENSE STATEMENT OF JOHN E. MUMMA The following is the Income and Expense Statement filed by Plaintiff, John E. Mumma, Respectfully Submitted: MARIA p, COGNETTI & ASSOCIATES 2/0 Grandview Avenue, Suite 102 CampHiII,PA 17011 Telephone No. (717) 909.4060 Attorney for Plaintiff in the above-captioned divorce, Date: May, e:, ,2002 By: - --0, --.-::--::.:'_..... ( EXI'ENSES Weekly Monthly Yenrly HOME I Mortgage-1st mortgage 4117,72 1.940,13 23.281.58 Mortgage - 2nd mortgagc__181.14 784.95 9.419.41 Maintenance 55.14 238,93 2.86" ,13 Repairs 131.25 568,74 6.824.82 UTILITIES. Electric 43,94 190,40 2.284,76 Gas Oil Telephone 11.67 50,56 606,66 Water Sewer EMPLOYMENT, Public Transportation Lunch 48,08 208,33 2,500,00 TAXES I Real Estate 35,40 153,38 1.840.59 Personal Property (Per capita) .19 .82 9,80 Income 7.81 33.83 406.00 Occupational/Self- Employment Tax 8,20 35.54 426,50 INSURANCE: Homeowners 14,10 61. 08 733.00 Automobile Life Accident Health Other AUTOMOBILE: Payments Fuel Repairs Maintenance Licenses .46 2.00 24.00 Registration Auto Club ,65 2.83 34,00 MEDICAL: Doctor 7.88 34,17 410.00 Dentist 12.13 52,58 631. 00 Orthodontist Hospital 1. 35 5.83 70.00 Medicine 78.46 340,00 4.080.00 Special needs (glasses, braces, orthopedic devices) 8.75 37.92 455.00 - 3 - ~ . EXPENSES Weekly Monthly Yearly EDUCATION, Private school Parochial school College Religious School lunches Books/misc. PERSONAL, Clothing 19,23 83,33 1. 000,00 Food 75,00 325,00 3.900.00 Barber/hairdresser 4,15 18,00 216.00 Personal care 6,73 29.17 350,00 Dry cleaning 5,77 25,00 300.00 Hobbies 19.23 83.33 1. 000.00 Memberships 3.56 15,42 185,00 CREDIT PAYMENTS: Credit card Charge account LOANS OR DEBTS: Credit Union Tractor loan 26,06 112, 91 1.354,86 Mower loan MISCELLANEOUS: Household help & grounds keeping 61,92 268.33 3.220.00 Child care Camp Pet expense Papers/books/ magazines 3, 97 17.20 206,40 Entertainment 34,62 150,00 1.800,00 Pay TV 4.06 17.60 211,16 Vacation 96 ,15 416,67 5.000.00 Gifts 32.69 141. 67 1.700.00 Legal fees 226,47 981.39 11. 776.65 Charitable Contributions 88.98 385,58 4.627,00 Religious Memberships Children I s Allowances Other Child Support Alimony payments Lessons for Children -4- . , EXI'ENSE& Weekly Monthly OTHER: P.O. Box ,62 2,67 TOTAL EXPENSES $ 1.803.53 $ 7.815.28 - 5 - Yearly 32,00 $ 93.783.32 MOST RECENT TAX RETURN A V AILABLE ~ 1040 Check only one box. Exemptions If more than six dependents. see page 20. O.fMn,....ont of lto. I..n.UI.y_i..I......M RtWOIfI,K1 !:.cf\lILO U.S, Indlvlduallncomo Tax Return ~@oo (!fl) Ik.. \)\11 (,,~.,_I"I "1'11 ..,..~. ,,. \1"",",'1< II... \4-.....11 rOt'thcJ ylla, Jan 1 OIlC, 31, :lOnO. or nt1Wlf lJI. yn.r Illlq,nnmll You, rl"t name and .",tlal la~t mHm ,1fXX), f!I1f1lrn] Label IS.. InsttUCttQn1 on p.ge '91 U.. the IRS label. Otherwlso, pleaso print or type. Presldenti.1 CARLISLE. PA 17013 Eledlon Campaign ~ Noto. Checking .Yes" will not change your t<lX or !educe your fllfund. See e 19. , 00 ou. or our spau..." I' lihn a oint return. Wilnt $3 to 0 (0 thiS fund? 1 Single Filing Status 2 Married filing JOInt return (even If only one had income) 3 MaUled fIling separate reMo, Enter spouse's SOCIal secutlly no. above and full name here. '" MAURFFN A MUMMA 4 Head of household (WIth qualifying person). (See page 19.) lrthe qualIfying person is a child but not your dependent. enter this child's name here. ... Oualif in widow(er) with de endent child ( ear souse died'" ). (See e 19.) 6a []I Yourself. If your parent (or someone else) can ct.lim you as a dependent on his or her tax return. do not check box 6a b Souse. c Dependents: (1) First ntltre L . . E L MUMMA JOHN E II a Jlunt U1tutn. '1IOUW'S filS' nll,nll and I"ltlal LA..t name lIome adf1rcu {numlMlllnd ~tll'lltJ II you ha'll!" PO, lIu.. ,>eo flll9lJ 19 Api no II E R E PO BOX 158 City. tuwn or pu...t olllen. !>tJilu. IIntl ZIP (,OUlI II ytJu hiiVl' nlmoltJll i\lltlru','i '>I1lI Jll1lJlI 19 ..~ 5 LISt name (2) Dependert's socIal security nll1\ber (3) oependent's relationship to ou 141 '"",'I"l ~llrchldtal ow SH 20 o o o o o o d Total number of exem tions claimed Wages. salaries, tips. etc. Attach Form(s) W-2 Taxable Interest. Attach Schedule B if required Tax-exempt interest. Do not Include on line 8a Ordinary dividends. Attach Schedule B if required Taxable refunds, credits, or offsets of state and local income taxes (see page 22) Alimony received Business income or 0055). Attach Schedule C or C.EZ . Capital gain or Ooss). Attach Schedule 0 if required. If not required. check here ~ 0 Other gains or 0055es). Attach Form 4797. . . . . . . . . . . . . . Total IRA distribuUons _ ~ L-J b Taxable amount (see page 23) Total pensions and annuities ~ I~b Taxable amount (see page 23) Rental real estate, royalties. partnerships. S corporations. trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F Unemployment compensation . Social security benefits _ I ZOa I I' b ~ax~bl~ a~ou~t (s~e ~ag~ 2Sj Other income. List type and amount (see page 25) ..u................__............... Add the amounts in the far ri ht column for lines 7 Ulrou h 21. This is our total income .... 23 24 25 26 27 2. 29 30 3'a Income 7 8a Attach b Forms W.Z and 9 W.ZG here. 10 Also attach Form(s) 1099.R 11 If tax was 12 withheld, 13 14 If you did not 15a get a W-2. 16. see page 21. 17 Enclose, but do 1. not attach, any 19 payment. Also, 20. please use Form 1040.V. 21 22 23 IRA deduction (see page 27) . 24 Student loan interest deduction (see page 27) . 25 Medical savings account deduction. Attach Form 8853 26 Moving expenses. Attach Form 3903 27 One. half of self.employment tax. Attach Schedule SE 28 Self.employed healUl insurance deduction (see page 29) 29 Self.employed SE?, SIMPLE. and qualified plans 30 Penalty on early withdrawal of savings 31a Alimony paid b Recipient's SSN ... 32 Add lines 23 through 31a . 33 Subtract line 32 from line 22. This is our ad.ustcd ross Income For Disclosure, Privacy Act. and Paperwork Reduction Act Notice. see page 56. MUMMA Adjusted Gross Income 8b .~ Cat. No. '13208 m O....f. No 1~.~.tYJ74 'lout ,oel,1 MCWtty numbef 198! 32 '7931 Spout. .\oDCI.aIUCUfity numb"f 1 41 8! 66 ... Important! ... You must entm your SSN(<o) above. You Spouso DYe! [XINo DYe. DNa No. d boles thetlled on ..and 6b No. rJyaut thildten on 6t who: . lived with you --L . did not live with Jou due to divtw'ce Of separ.lion (see ptge 20) Depel'ldents on 6e nOl entered .beve -.-JL. Add ,Unlbers Q enteledon 1 lines above ... -L -L 50 000 9 10 11 12 13 14 15b 16b 17 18 19 20b 21 22 5 1 65 097 65 097 Fo'm 1040 (2000) 'Ofm'104012oo01 Tax and Credits 34 35. Pago 2 65 097 3e Amount trom IIno 33 (ndJu~(fJ(J gto'lS Income) . . . Ch~ck It; 0 You wr.ln 65 or oIdtir. 0 Blind; 0 Spouse W.1S 65 or older. Add tflu number of bO,ll;U5 checked above and enter the total here. b It you IUO mllrried filing slllulralely find your SPOU5fl itemizes deductions. or you wore it dUiIl.st&ltus i1luJO. SilO page 31 and chcck her" . ~ 35b 0 enter your Itomllod doducUons flom SChedule A. line 28. or standard deduction shown on the left. Out see page 31 10 find your standard dcdut1lon If you checkecl iiny hOll on IlI1ft 3511 or 35b or If somt!onfJ r;11tI c:lmm you as il depl!nchml SutJtriu:t Itno 36 from linn 34 . "hne 34 I!) $96.700 m If~S<;, multtply $2.800 by (fie lotill (lumber 01 mlf!mpllons clmrned on line 6d. If hne 34 is DVl!r $96.100. see the work!ihflct on page 32 for the amount to enter Tarablo lncomo. Subtract Ilno 38 from line 31. If line 38 is more than line 31. enter .Q. Tal (see page 32l. Check If any ta.. IS from a 0 Form(s18814 b 0 Form 4912 Alternative minimum tax. Attach Form 6251 Add lines 4Q and 41 . Foreign lax credIt. AUach Form 1116 if required CredIt for child and dependtlnl care eXpenSI!s. Altach form 2441 Credit for the elderly or the disabled. Attach Schedule R . Education credits. Attach Form S863 Child ta.. credit (see page 36) Adoption credit Atlach Form B839 . Other. Check if from 8 0 Form 3800 cO Form 8801 d 0 Form (specify) Add lines 43 through 49. These me your total credits Subtract line 50 from line 42. If line 50 is more than line 42. enter .0. . 10105 Om,nd. ~ 35. Standard OeducUon for Most People Sln!llo; I~.~OO Head of household; 16.450 Married filing joint';: or Qualifying Wldow(er}: 17.350 Married tiling separately: 13.675 37 3e 35 33 692 37 ~ 3ft 2800 39 40 5153 41 4952 42 39 40 41 42 43 44 45 46 47 46 49 43 44 45 46 47 48 ~ b 0 Form 6396 Other Taxes 50 51 52 53 54 65 56 57 49 50 51 52 53 54 55 56 57 ~ Self.employment tax. Attach Schedule Sf . Social security and Medicare tax on tip income not reported to employer. Attach Form 4131 Tax on IRAs. other retirement plans. and MSAs. Attach Form 5329 if required Advance earned income credit payments from Form(s) W.2 . Household employment taxes. Attach Schedule H Add lines 51 throu h 56. This is our total tax Payments ~ 58 Federal income tax withheld from Forms W.2 and 1099 58 59 2000 estimated tax payments and amount applied from 1999 return 59 6001 Earned income credit (EIC) " " 6001 b Nontaxable earned income: amount . _ JIoo I and type ~ ..............................._................... 61 Excess social security and RRTA tax withheld (see page 50) 62 Additional child tax credit. Attach Form 8812 . 63 Amount paid with request for extension to file (see page 50) 64 Other payments. Check if from a 0 Form 2439 b 0 Form 4136 65 Add lines 58. 59. 60a. and 61 thrau h 64. These are our total 10105 9,984 It you have a qualifying child. attach Schedule EIC, Refund .~ 66 67. If line 65 Is more than line 51. subtract line 57 from line 65. This is the amount you overpaId Amount of line 66 you want refunded to you . . ~ 9984 Have it directly deposltedl ~ b See page 50 and firl In 67b. ~ d 61c. and 67d. 68 69 Amount You Owe Sign Here Joint return? See page 19. Keep a copy for your records. Routing number Account number Amount of line 66 ou want a lied to our 2001 estimated lak If line 57 is more than line 65. subtract line 65 from line 57. This is the amount you OWe. For details on how to pay. see page 51 . . ~ 70 Estimated tax enalt. Also include on line 69 . 10 Under penalties of perju'Y. I deolare that I have examined this r"urn and accompanyin9 schedules and statoments, and la the best of my knoYo<edge and be"ef, they arc true. cDirect. and complcla. Oeol.,.Uon of ",cparer (other than "'payer) Is based on 011 in'onnaUon of which prepare. has .ny kn"",edge. ~ Your signaturo Date Your occupatIon Daytime phone number MANAGER Spousc's sIgnature. If ajolnt return. both must sIgn. Dale Spousc's occupation Savings Datc Paid Preparer's Use Only ~reparer's ~ slgnaturc , Firm's name (or ~ Accountln yours If selr.employed). address. and lIP COde 849 S s 04/13/2001 c 3Phono no. Fo'm 1040 (2000) . . 'DIm 2210 OMS No, 1545.0140 Underpayment of Estimated Tax by Individuals, Estates, and Trusts Dt~nt 01 u... Tr"ull')' .. See separata Instruction,. Attllchmcnl InlIlNl R_1It.W s.w:, .. Attach to Form 1040, 1040A, 1040NR.1040NR.EZ. or 1041, S ucnco No 06 Nemoltl shown on tal flllurn IdentJfylng number JOHN E MUMMA 198.32.7931 Nota: /n most casos, you do nol nned ro fila Form 2210. r/IO IRS will figura .'flY pllflally you owa and sand you a bill. Fila Form 2210 only if onn or mora box". in PM I ,'!,ply 10 YOII, II YOII do nolflond '" filn Form 2210. YOII still moy usn it to figu," your pnnalry. Entar tho amount from Pan 11/, linn 21. or Pan /\1. line 35. on tho ponalr linn of our fOrum, but do nol nttach Form 2210. Roasons for Filing-II la. lb. or lc below applies to you. you may be able to lower or eliminate your penalty. But you must check the boxes that apply and lile Form 2210 with your tax return. II ld below applies to you. check that box and lile Form 2210 with your tax return. 1 Check whichever boxes apply (If none app'Y. see the Note above): a 0 You request a waiver, In certa'n c'rcumstances, the 'RS will waive all or part 01 the penally. See Waiver 01 Penalty on page 1 or the Instructions. b 0 You uso tho annualized Incomo Installment mothod. Ir your 'ncome varied during the year, this method may reduce tho amount of one or more required Installments. See page 5 of lhe instructions. e 0 You had Federal income tax withheld rrom wages and, ror estimated tax purposes, you treat the withhe'd tax as paid on the dates It was actually withheld, Inswad 01 in equal amounts on !1m payment due dales. See the instructions (or line 23 an page 3. dO Your required annual payment (line 14 below) is based on your 1999 tax and you med or arc filing ajo'nt return lor either 1999 or 2000 but not rar bath years. ~@oo IlllIIIII Roquired Annual Payment 2 Enter your 2000 tax alter credits (see page 2 01 the instructions) 3 Other taxes (see page 2 or the instruct'ans) . 4 Add lines 2 and 3 5 Earned income credit . . . . . 6 Additional child tax credit. , . , 7 Credit far Federal tax paid on rue's 8 Add lines S. 6. and 7 , , . . . 9 Current year tax. Subtract line 8 from line 4. . . . . . . . . . . . . . . . . _ ,.9. 10 M It' I I' 9 b 900' (90) 10 9095 MWW U Ip Y Ine y 70. ............... Mtm~: 11 Withhold'ng taxes. 00 not Include any estimated tax payments an Ihis line (see page 3 01 the +&\1 instructions) , . , , . . , . . . , . ,. 11 12 Subtract line 11 lrom line 9, Ir less than $1,000, stop here: do not complete or file this rarm. You do not awe the penalty , . , . . . . , . , . , . . , . , , , , , ,. 12 Enter the tax shawn an your 1999 tax return (108.6% or that amount if the adjusted grass income shawn an that return is mare than $150,000, or. if married fiI'ng separately far 2000. more than $75,000). Caution: See page 3 of the inslructions . , , , . . . , . . , . , , . 14 Required annual payment, Enter the smaller or line 10 or line 13 . , , , . . , , . . Note: If /il7e 11 is equal CO or more than line 14. stop here; you do not owe the penalty. Do not file Form 2210 unless au checked box ld above. Short Method (Caution: See page 3 of the instructions to find out if you can use the short method. If au checked box 1b or 1c in Part I, ski this art and 0 to Part Ill.) 15 Enterthe amount, 'I any, lram line 11 above , , . . . . . .. 15 16 Enter the total amount, il any, or estimated tax payments you made 16 17 Add lines 15 and 16. . , . . . . . . , , . . . . .. ...,'.. 18 Total underpayment for year, Subtract line 17 from line 14, II zera or less. stop here; you do not owe the penalty. Do not file Farm 2210 unless you checked box 1d above. 18 19 Multiply line 18 by .OS976. , , . . . , . . . . , . . , , . . . . . . .. 19 20 . If the amount on line 18 was paid on or after 4/15/01. enter -0., ll1 · Ir the amount an line 18 was paid boloro 4/15/01, make the fallowing computation to find the ilill amount to enter on line 20. Amount on Number of days paid = Uno 18 X beforo 4115/01 X .00025. . . . .. 20 2 3 4 10105 10105 5 6 7 I 8 10105 9984 121 13 13 14 17938. 9095 9 984 I$@ If& 17 21 Penalty, Subtract line 20 lram line 19. Enter the result here and an Farm 1040, line 70: Farm 1040A. line 45: Farm 1040NR, line 69: Farm 1040NR.EZ, line 27: or Farm 1041. line 26. . ~ 21 For Paperwork Reduction Act Notice, see page 1 of separate Instructions. Cat. No.1 1744P 'orm 2210 (2000) 'SCHEDUlES A&B (Form 1040) Dtpartmll"lQIthe Y"'\\I"f InI.maI RlNIn~ S8'vIc. Itt91 Namo(5) 'hOwn on Fotm 1040 JOHN E MUMMA Medical and 1 Dental Z Expenses 3 4 Taxes You 5 Paid 6 (See 7 page A,2.) 8 9 Interest 10 You Paid 11 (See page A,J,) Note. Personal 1Z interest is not dt!ductibte. 13 14 Gifts to 15 Charity If you made a 16 gift and got a benefit for it, 17 see page A-4. 18 Casualty and Theft Losses 19 Job Expenses ZO and Most Other Miscellaneous Deductions Z1 . (See ZZ page A-5 for expenses to deduct here.) Z3 Z4 Z5 Z6 Other Z7 Miscellaneous Deductions Total Z8 Itemized Deductions Schedule A- Itemized Deductions (Schedulo B 15 on back) ... Attach to Form 1040. ... Soo I",tructlons for Schfldulns A and n (form 1040). (-"4, Caution. 00 nOllnclude 1~"pen'i(!S rflllnbw~l~d or pilld hy othl~'S. :&,...7/, Medico! and den:.1 expen"eo (oen p.(je ^2). .. 1 [nler 'mounl from fonn 1040. hne 34. Z 65 097 ~ Multiply hne 2 above by 7.5% (.0751, . . . " 3 4 B82 Subtract IInp. 3 from linn 1. If lInf! 3 IS mom thnn linn 1. enter .0. Stato and local income taxes . 5 3 721 Real estate taxes (see page A.2) , . , . , . ., 6 256 Personal property taxes, , . , . . . , . ,,7 722 Other taxos. List typo and amount ~ ..,...............,.. 8 7100 Add lines 5 throu h 8. . . . . . . . . . . . Home mortg'ge inlerest ,nd points reported to you on form 109B Home mortgage interest not reported to you on Form 109S. If paid to the person from whom you boughtlhe home. see page A,3 and show that person's name, identifying no., and address .,.. 13162 11 Points not reported to you on Form 1098. See page A,3 for special rules. , , , . . . . . . , , , _ 12 Investment Interest. Altach Form 4952 " required. (See page A-3.) , . . . . . , . , . , , , , _ 13 Add lines 10throu h13. . . . ' . . . . . . Gifts by cosh or check. If you mode any 9ift of $250 or more. see page A.4 . , , , , . . . , . . , Other than by cosh or check. If any gift of $250 or more. see page A,4. You must attach Form 8283 if over $500 Carryover from prior year Add lines 15 Ihrou h 17, . . . . . . , . 5740 2973 Casualt or theft loss(es). Altach Form 4684. (See Unrelmbursed employee expenses-job travel, union dues. job education, etc. You must altach Form 2106 or 2106.EZ if required. (See page A.5,) ~ ................ Tax preparation fees . . . . . . . . . . . . Other expenses-investment, sole deposit box, etc. List type and amount ~.............,...,........................ Add lines 20 through 22. . . . , [nler ,mount from form 1040, line 34, 24 MUltip'y line 24 above by 2% (.02) , , , _ 25 1 302 Subtract line 25 from line 23. If line 2S 'S more than line 23. enter .0, Other-from list on page A.6. List type and amount ~ ...............,............,_ .---.--.................-........................-----.--......-.....................---.--.-.- Is Form 1040, line 34, over $128.950 (over $64,475 if married filing separately)? D No. Your deduction is not limited. Add the amounts in the far right column } for lines 4 through 27. Also, enter this amount on Form 1040, line 36. ,.... lia Yes, Your deduction may be limiled. See page A,S for the amount to enter. For Paperwork Reduction Act Notice, see Form 1040 instructions. Cat No. 11330X mAil ~~o 154!i.OO74 62@OO Atl~chmflnl !)oquont:n No, 07 yOU' ~ocl.1 secwity number 32 '7931 37 11799 18939 2973 Schedule A (Form 1040) 2000 'ScheduleS ),..0 IFOt'm 'O~O) 2000 Namelsl shown on Form 1040. 00 not enter name IInd SOCI81 !t(ICU(lly number II ~own on othu' ~lCle OMU Nil 154!i.OO'14 Pllgo 2 Vow ~ocl.1 ~clAlty number 198: 32 : 7931 JOHN E MUMMA Part I Interest (See page 8,1 and the Instructions for Form 1040. line Sa.) Note. Ir you received a Form 1099,'NT. Form 1099,010. or substitute statement from a brokerage firm, lisllhe firm's name as the payer and enter the tolal interest shown on thal form. Part II Ordinary Dividends (See page 8.1 and the instructions for Form 1040, line g.) Note. If you received a Form 1099,OlVor substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. Part \II Foreign Accounts and Trusts (See p.ge 8.2.) Schedule B-lnterest and Ordinary Dividends Noto. If au had over $400 in taxable interest, ou must also comp'r~1l1 Part III. 1 List namo of payer. If any interest is from a Sf!lIm.flnanr.ed mortgage and tllU buyer used the property as a personnl residence. SCHl page 8.1 ru1d hst this interest first. Also. show that buyer's social security number and address .. .!\I?,~.9.~,I;!!...,..,.",."..,."....,."..""""""'""".."..,.,."'.,."".,.'."'.- . y.9.~_~, f.Ii'.I?J;&'!I,-."".,...",.......".""""....,"',.,...."..,',.,.,',.,"",..,... .!!I,-!:fm!!T.,..,.".."."..,........,..,.".,"',..,...,',.,.,.,',.,..."...,."...".., , ,~~,t;:_....,.......,...,.."..,...,.,.".".,.."'.......".,...."",..,.,.,..",.,..,..".. ,!~,~......."..,.."..,',....,"',.,.,....."".,.,..,..."....,."",.,.".."""...,"" Attachmont Sequnnco No. 08 Amount 1 ...........................................-................................................. ...............-......-...................................................................... ...-.............................-.....-....................-...-............................ ....................-.....-..................................-...........-................... ......................................-.............................................................. ...................-......................................................................... ....................-..........-.........-................................................... ..................-........................-.................................................. ..........-.........-............................-........-.................................. ......-.....-.......-.....................................-.......-......-..................' 2 2 Add the amounts on line 1 . . . . . . , .', . . , , . , , . . 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989 from Form 8815, line 14, You must attach Form 8815, , , . . , . . - 4 Subtract line 3 from line 2. Enter the result here and on Form 1040. line 8a .. Note, If au had over $400 in ordina dividends, au must also com 'ete Part III. 5 List name of payer. Inc'ude only ordinary dividends. If you received any capital gain distributions. see the instructions for Form 1040, line 13 .... -----...-........ ,!\I?,,!,9.~,I;.~m....'........,.........,.........,......,......................."....,..... .~~,L.......,......,...,.. .,.."..,..................,.......,.."..,............,.".... ,!!M.fY!'!P-~..........,..............,.............. ..,..,...........,.'m..."..'.....,. ,~!!~.I,-!~.I,-!;,C;;.9A..I,.T!~!'!P-Ii'.~,L..............,........................................ 3 4 Amount 16 37 ......-..--...-.-.-....................--....--..-....................-.......-...-...-...... ..........-...-...-...-..-.......-.........-..-.........-.......-..........-..-.............. .......-..-...-.......-...............--.-..-....-...-........-.....................-........ ......-..-...._.~.-......-.. .-................-.............-...-......-..................... ...--........................................................-...-..........-................ 5 ..................-.......................................................................... ....................-......................................-......-..............-........... .-..--.........................................-............-.................-...-.......... ...............-............-............-................-...-......-..............-........ .........-....................-..........................-................................... ....-....-..-....-...-...-.........................................-.......................-. .........--...........................-......-...........................-.....--............ .................-...............-.........--.................................-.............. .......................-.......................................-......-...................-.. .................................-....-....--.............-.............................-.... 6 Add the amounts on line 5, Enter the total here and on Form 1040. line g ... 6 You must comflete this part if you (a) had over $400 of interest or ord'nary dividends; (b) had a foreign account: or (c received a distribution from, or were a grantor of. or a transferor to, a foreign trust. 7a At any time during 2000. d'd you have an interest 'n or a s'gnature or other author'ty over a financial account in a foreign country, such as a bank account, securities account. or other financial account? See page 6.2 for exceptions and fiI'ng requ'rements for Form TD F 90,22.1 , . . - b If "Yes," enter the name of the fore'gn country .. ..............................,........._........m... B During 2000, did you receive a distribution from, or were you the grantor of, or transferor to. a forei n trust? If "Yes." au ma have to file Form 3520. See a e 6.2 . . . . . For PapelWork Reduction Act Notice. see Form 1040 Instructions. Schedule 8 (Form 1040) 2000 'SCHEDULE D (Form 1040) f"JP}A ~n 154~dXl14 Capital Gains and Losses ~@oo ... Attach to Form 1040. ... SeD Instructlo"s (or Schodulo 0 IForm 1040). Altac~m(lnt SflCluunc:Jt No, 12 Yow SOClil seci'ty number D~ntolt/'llTrU1ury intimal R.....nUII Ser\oi<. 199} Name(s) shown on Form 1040 ... Use Schedulo 041 (or morn s co to list transactlo"s for lines 1 and 8. (.) Description 0' property (Example: 100 sn. XYl Co) ilal Gains and Lassos (bl Dato (c) O.lto sold ocquirnd fMo_. dllY. ~I (Mo. dll, r,) I' (f) Gain or (lms) SutJltnc1 (r.) from (d) Assols Hold Ono Voar or Loss 1 (III Co!.! or IllnNbll!l.l'; 1~1!f! 11\1'" D.fil Cd) Silins prictJ (500 rngu D.li) 2 Enter your short-term totals. if any, from Schedule 0-1. line 2 . 2 3 Total short-term sales price amounts. Add column (d) of lines 1 and 2 3 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 4 5 Net short-term gain or (loss) from partnerships. S corporations. estates, and trusts from Schedule(s) K-1 5 6 Short-term capital loss carryover. Enter the amount, if any, from iine 8 of your 1999 Capital Loss Carryover Worksheet 6 7 Net short-term ca ital Lon -Term Ca ain or (loss), Combine co'umn (0 of lines 1 throu h 6 ~ 7 ilal Gains and Lassos Assels Held Moro Than Ono Voar ~~~~~~~ (e) Date sold Cd) Sales prieD ~~~o~s~~ (I) Gain or (loss) (Mo.. da. .) (Mo., day. yr.) (see page 0-6) (see e 0-6) Subtract (e) from (d) (g) 28% rate gain or (loss) * see lnstr. below (a) Description of property (Example: 100 sh. XVZ Co.) 8 9 Enter your long-term totals. if any, from ScheduleO-1,line9. , , . . , . '. 9 10 Total long.term sales price amounts. Add column (d) of lines 8 and 9. . , .. 10 11 Gain rrom Form 4797. Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (ioss) from Forms 4684, 6781, and 8824, . , . , , . , 12 Net iong-term gain or (loss) from partnerships. S corporations, estales. and trusts from Schedule(s) K-1, . . . . . . 11 12 10i 13 Capital gain distribut'ons. See page 0,1 13 14 Long-term cap'talloss carryover. Enter in both columns (n and (gl the amount, if any, from line 13 of your 1999 Capital Loss Carryover Worksheet, 15 Combine coiumn (g) of lines 8 through 14. . . , , . , . . 16 Net long-term capilal gain or (loss). Combine column (n of lines B through 1 4 ~ Next: Go to Part ill on the back, . 28% rate gain or loss includes all "collectibles gain' and losses" (as defined on page 0-6) and up to 50% of the eligib'e gain on qualified small business stock (see page 0,4), For Paperwork Reduction Act Notice, see Form 1Q40 Instructions. Cat. No. 1133BH Schedule 0 (Form 1040) 2000 .. .- .~ . . 'SthocJUIe d (Form 10.0) 2000 E MUMMA Summa of Paris I and" 17 Combine lines 7 and 16, If 0 1055. go 10 line 18, If a gOln. enter the go in 00 Form 1040. line 13 NexI: Complele Form 1040 through line 39. Then, go to Part IV 10 figure your tax if: · Both lines 16 ond 17 are gains and · Farm 1040. linn 39. is morn IhiJn zmo. Othmwisc, stop hero. 18 If line 171s a 1055, enter hem nnd as a (loss) on Form 1040. Ilm~ 13. Iho smaller of thnso losses: . The loss on lino 17 or · ($3.000) or, if married filing separalely. 1$1,500). . , . . . . . . . . . . . . . Next: Skip Part IV below. Inslead. complllte Form 1040 through Ime 37. Then. complete the Capllal Loss Carryover Worksheet on page 0.6 il: · Tho loss on line 17 exceeds the loss on lino 18 Dr · Form 1040, line 37, is a loss. Tax Com ulallon Usin Maximum Ca Ilal Gains Rales Enter your taxable locome from Ferm 1040, line 39 , . . . , , Enter the smaller of line 16 or line 17 of Schedu'e 0 , . . . . If you are filing Form 4952. cnler the amount (rom Form 4952. line 40 Subtract Iioe 21 from line 20. II zero or less. enter .0. Comb'ne lioes 7 and 15. II zero or less. enter .0.. , . . , , . Enter the smaller or line 15 or line 23. but not less Ihan zero. . . Enter your un,"caplured seclion 1250 ga'n. if any, rrom line 17 of the worksheet on page 0.8 . . , . , . . . , . Add lines 24 and 25. , . , , . . , . . . . Subtract line 26 from line 22. II zero or less. enter ,0. Sublract line 27 from line 19. If zero or less, enter ,0. Enter the smaller of: . The amount on line 19 or } · $26.250 if single; $43,850 if married filingjolnliy or qualifying widow(er); $21,925 If married filing separately; or $35,150 if head of household Enter the smaller of line 28 or line 29, . , . , . 30 Subtract line 22 from line 19. If zero or less. enler .0. 31 Enter the larger of line 30 or line 31 . . . . . . . ~ 32 Figure the tax on the amount on line 32. Use the Tax Table or Tax Rate Schedules, whichever applies Note. If the amounts on lines 29 and 30 arc the same, skip lines 34 throu h 37 and go to line 38. Enter the amount from line 29 34 Enter the amount from line 30 35 Subtract line 35 from line 34 , . ~ 36 MUllip'y line 36 by 10% (.10) , . . . , , , , Note, Ir the amounts 00 lines 19 and 29 are the same, skip lines 38 through 51 and go to line 52. Enter the smaller of line 19 or line 27 , 38 Enter the amount from line 36 39 Subtract line 39 from line 38. , . , ,~ 40 MUltlp'y line 40 by 20% (.20). . . , Note. If line 26 Is zero or blank, skip lines 42 through 51 and go to line 52. Enter the smaller of line 22 or line 25 . 42 Add lines 22 and 32. , . . . . " 43 Enter the amount from line 19 , , " 44 Subtract Iioe 44 from line 43. II zero or less, enter .0, Subtract line 45 from line 42. Ir zero or less, enter .0. Multiply line 46 by 25% {.25}. , , , , . . . . Note, If line 24 Is zero or blank, skip lines 48 through 51 and go to line 52. Enter the amount rrom line 19 48 Add lines 32, 36, 40, and 46 . 49 Subtract line 49 from line 48 . 50 MUltiply line 50 by 28% (.28) . . . . . . . . Add lines 33, 37, 41, 47, and 51. . . . . , . , Figure the tax on the amount on line 19. Use the Tax Table or Tax Rate Schedules, whichever applies Tax on all taxable income (including capital gains). Enter the smaller or line 52 or line 53 here and on Form 1040. line 40. . , . . . . . . . . . . . . . . . . . . . . . 19 20 21 22 23 24 25 20 21 22 23 24 . . . . . . . 26 27 28 29 25 26 30 31 32 33 21925 34 35 36 37 38 39 40 41 10 . . . . 42 43 44 45 46 47 .~ . . . . . . . 48 49 50 51 52 53 54 ~ 10 198.32..7931 PllfJll 2 28 605 10 5151 51 52 53 5 165 'SCHEDULE E (Form 1040) JOHN E MUMMA Income or Loss From Rantal Real Eslato and Royaltio!t Nolo. Report Income and expenses from your business of rentmg personal propmty on Schedulo C Of C.EZ (o;f!fl pllqn (-1). Rf!pOlt fmrn lental income or los5 from Form 4835 on paQc 2. line 39. Supplemental Income and Loss (From ront81 real estate, royaltios, partnerships, S corporations, estatos, trusts, REMICs, etc.) AttActlmonl ... Attach to Form 1040 or Form 1041. ... Seo Instructions ror Schedulo E (Form 1040). Sl!Quoncn No 13 Vow socl.1 secwtty numbClr 198; 32 i 7931 OMIi No 1545.00J4 ~.....tlttJth.TI"'ury Inl"n'" R.....n.. SerVICI /9'J Naroo(s) Ihown on 'Mum ~@oo 1 Show the kind and locntion or (weh rental roal estate property: 2 For oneh fcnlal real estate property Yes No ^ 1.q~. N~RT)j, t!~~.9.Y~R ,~I,.". _",'. "". _ _"",."" _ _".,.." _.".._.... lisled online 1, did you or your family use it during the tax year tor personal A X purposes for marc than the greater 01: B q,~!i!"..,..,.....,._..,.,..",..,....""_"".."",.,,,",."_.,,....,...,.. . 14 days or · 1 0% of the total days tl:!ntcd ill B X C 740-742 ALLEN RD fair rCnlal value? ................................................................................ (See page E-1.) C l< Income: Properties TOlals A B C (Add columns A. e. and C,) 3 Rents received, - 3 20,241 6 GOD 15400 3 I 176244 4 Rovaltles received , 4 4 Expenses: 5 Advertising . - 5 157 6 Auto and travel (see page E.2) 6 , 7 Cleaning and ma'ntenance. 7 1270 9096 . 8 Commissions 8 . 9 Insurance 9 992 99 421 . 10 Legal and other professional fees 10 11 Management fees. 11 - 12 Mongage interest paid to banks, etc, (see page E-2) 12 9194 2184 4537 - 12 46 471 . 13 Other inlerest . 13 14 Repairs . 14 15 Supplies, . 15 1G Taxes. 16 1980 677 2166 , 17 Utilities 17 2315 20 . 18 Olher (Iisl) ~.......................__ ~!;[UiTAJ:!'_~.!'_t,lJ:.1..,,_...,',..... 7.698 18 -......................-.....-.......... ........................................ 19 Add lines 5 through 18 , 19 14481 4230 24 095 19 13n1oo . 20 Depreciation expense or dep'etion (see page E,3) . 20 7854 4969 3236 20 51 880 . 21 Total expenses. Add lines 19 and 20 21 22,335 9199 27331 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a ('ass), see page E-3 to find out 22 -2094 -2599 -11931 if you must file Form 6198, . 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be iimiled. See page E-3 to find out if you musl file Form 8582, Real estate professionals must complete line 23 ( -2094 )( -2599 )( .11931 ) 42 on page 2 , 24 Income. Add positive amounts shown on line 22. 00 not include any losses. - 24 23.513 25 Losses, Add roya'ty 'asses from line 22 and rental real estate losses from line 23. Enter total losses here 25 ( -29 348 ) 26 Total rental real estate and royalty income or (loss). Comb'ne lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 39 on page 2 do not apply 10 you, also enter Ihis amount on Form 1040, line 17. Olherwlse, include this amount in the total on line 40 on paoe 2 . 26 -5835 For Paperwork Reduction Act Notice, see Form 1040 Instructions. Cat. No. 11344L Schedule E (Form 1040) 2000 I 'SCHEDULE E (Form 1040) o.p.tnwnt 01 the TttUury InttmaI R...."'" s.w:. 199 N.mo{sl wwn on return JOHN E MUMMA Income or Loss From Rental Real Estato and Royaltios Noto. Report income ilnd expenses from your business of renting personal property on Schedule C or C.EZ (see pitqc E.1). Report 'mrn rental income or lo!-.s from Form 4835 on page 2, line 39, Supplemental Income and loss (From renlal real eSlalo, royallies, pannershlps, S corporalions, 051:1105, lrusts, REMICs, Olc,) AUllthmf!nt ... A"ach to Form 1040 or Form 1041, II- Soa Instructions for Schedulo E (Form 1040). 5CQuencc No. 13 Yow social seclIity number 198; 32 ;7931 OMB ~lo 1545.0074 ~@oo 1 Show the kind and locnt'on of each renlal real estate property: 2 far each rental real estate property Yos No A GLEBE listed on line 1, did you or your family ................................................................................ use it during the tax year for personal X purposes for more than the greater of: A B 2,t~~T.M~!t-!,I?I~~!~L..",....,",.... .",'.....,.."" ,.""",.. "",. . 14 days or X · 10% of the total days rented at B C 1,qr, t-!Q~T,tj. t!~~.9,Y~~ .~:r:,..."....".".."".",.",.".,.,."..""",. fair rental value? (See page E,1.) C JC Income: Propenie. Totals A B C (Add colUrMS A. B. and C) 3 Rents received. . 3 54275 14960 3 I 4 Royalties received . 4 4 Expenses: 674 5 Advertising , . 5 6 Auto and travel (see page E-2) 6 - 7 Cleaning and mainlenance, . 7 5203 390 8 Commissions . 8 9 Insurance 9 1406 299 . 10 Legal and other prolessional fees 10 11 Management fees. - 11 12 Mortgage interest paid to banks. etc. (see page E-2) 12 20 729 3375 12 - 13 Olher interest . 13 14 Repairs . 14 15 Supplies . . 15 16 Taxes. 16 5831 979 - 17 Utilities - 17 6692 1772 18 Other (list) ~.....mm....'..m.... J; !;I;',J;TA.J:~,FiI.~.~J: ,1.......,...."., 5900 752 370 18 ....--.......--........-...-.........-.. ..-......--........---.--........--...-. 19 Add lines 5 through 18 . - 19 46 435 7567 370 19 20 Depreciation expense or depletion (see page E-3) , , - 20 14108 2400 20 21 Total expenses. Add lines 19 and 20 21 60 543 9967 370 22 Income or (loss) from rental reai eslate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (roya'lies), If the resu't Is a (1055), see page E-3 10 find out 22 .6268 4993 -370 If you must file Form 6198, - 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See page E.3 to find out if you must file Form 8582. Real estate professionals must complete line 23 ( .6268 I( I( -370 ) 42 on page 2 . 24 Income. Add positive amounts shown on line 22. Do not include any losses. - 24 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here 25 ( ) 26 Total rental real estate and royalty 'ncome or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 39 on page 2 do not apply to you, also enter this amount on Form 1040, line 17. Otherwise, include this amount'n the total on line 40 on oaoe 2 . . . . , . . . _ 26 For Paperwork Reduction Act Notice, see Form 1040 Instructions. Cat. No. 11344l Schedule E (Form 1040) 2eoo 'SCHEDULE E (Form 1040) 1 Show the kind nnd location of each rCnlal real estate oroocrtv: 2 For C,1ch rental rOil I p....tatc property Yes No A R J C INDUSTRIES listed on lino 1, did you or your family ................................................................................ use it during the tax year for personal X purposes for more than the grealer of: A B CARLISLE ELECTRIC · 14 days or ................................................................................ X · '0% of the tot<ll days rented at B C 225 S HANOVER STREET (air renr.11 value? ................................................................................. X (See page ['1.) C Prooerties TOlals Income: A B C (Add Columns A. B. and C.) 3 Rents received. , 3 14400 29 700 18083 3 I 4 Rovallies received - 4 4 Expenses: 239 5 Adverlislng , . 5 , 6 Auto and Iravel (see page [.2) . 6 7 Clean'ng and ma'ntenance, 7 99 1664 . 8 Commissions - 8 9 Insurance . 9 540 392 10 Legal and other professional fees 10 85 11 Management fees, . 11 , 12 Mongage Imeresl paid to banks. etc, (see page E-2) 12 4492 12 , 13 Other interest 13 297 . 14 Repairs 14 1504 - 15 Supplies, , 15 16 Taxes, . 16 1507 17 Utilities , 17 2225 18 Other (list) ~......................,., Jl!;~,JlT~J:!"r,u:,~J: .1......,.,.,..... 14043 507 18 ~.-...-.-....-...-.-..-.-.. --.-...-.-... .................................h..... 19 Add lines 5 Ihrough 18 . 19 16568 11026 19 , 20 Depreciation expense or depletion (see page E-3) , 20 7,448 7530 1091 20 , 21 Total expenses. Add lines 19 and 20 21 7,448 24M8 12117 22 Income or (loss) from remal real estate or royally properties. Sublraclllne 21 rrom line 3 (renls) or line 4 (royallies). If the result is a (ioss), see page E-3 to find out 22 6,952 5.602 5966 if you must file Form 6198, , 23 Deductible rental real estate In55. Caution. Your rental real estate ioss on line 22 may be limited. See page [.3 10 find oul if you must file Form 8582, Real estate professionals must complete line 23 ( )( )( ) 42 on page 2 24 Income, Add pos'tive amounts shown on line 22, Do not include any 'osses. - 24 25 Losses, Add royalty losses from ilne 22 and remal real eSlate losses from line 23. [mer total losses here 25 ( ) 26 TOla' rentai real eSlate and royally Income or (loss), Combine lines 24 and 25. [mer the result here. If Pans Ii, III, IV, and line 39 on page 2 do nOI apply to you, also emer this amoum on Form 1040, line 17. OthelWise, Include this amount In the total on line 40 on pane 2 - 26 JOHN E MUMMA Income or Loss From Rental Real Estato and Royaltios Not.. Report In com" and "xpenses from your bUSiness of renting pelsonal plOpeny on Sch.dulo C or C,EZ Isee Piloe [.11 R"port 101m renlOlllncome 01 loss "om Form 483S on Pilo. 2. line 39. Supplemental Income and Loss (From rental real estate, royallies, pa"nerships, ~@OO S corporations, estalos, trusts, REMICs, (!le.) A t1achmenl ~ Attach to Form 1040 or Form 1041, ~ 5.e Instructions for Schedule E (Form 1040). S'",,,ncn No 13 Vow socl.l secwlty number 198; 32 i 7931 OMB No, 1545.0014 ~ntollheT'r.'ury IntINl"'R.....nw~ (99 Name(s) sh.:lwn on (mum For Paperwork Reduction Act Notice, Sp.e Form 1040 Instructions. ClIl. No. 11344L Schedule E (Form 1040) 2000 'SCHEDULE E (Form 1040) D'pal\lMntollhtT"A\1.-y Int,mlll RlMnL.e SIwvice 199 Name(s) $hown on retum Supplemental Income and loss (From rental real estate, royalties, pannershlps, S corporations, estates, trusts, REMICs, ctc.) AtUlchmcnt .. Attach to Form 1040 or Form 1041, .. See Instructions for Schedule E (Form 1040). Sequence No.1 3 Your social security number 198! 32 ;7931 OMS No. 1.5<15.0074 ~@oo JOHN E MUMMA Income or Loss From Rontal Real Estate and Royalties Noto. Report Income and expenses from your business of renting personal property on Schedule C or C.EZ (see paqe E.'). RepOlt farm rcntill Income ()f loss from Form 4835 on page 2. line 39. 1 Show lhe kind and location of each rental real estate oroocrtv: 2 For cach rcntnl real estate property Yes No A f!M!~.I?JgN.~,9,l!.IH.".."..,...,.""",.... ...,.,..,.." ,..,., ....,.. "",. listed on line 1. did you or your family use it during the tax year for personal " purposes for more than the greater of: A B E,:1J~........,.........,.,.".,.."",."...,..,...".."""",..""",.."" . 14 days or . 10% of the tot.11 days rented at B " C 'If~g!i~~.I?B!Y,"'.. ..",. .".,."......,.,'....."......". "",..""".."" fair rental value? (See page E,1.) C v ProDcrtics Totals Income: A B C (Add columns A, B. and C.) 3 Rents received. , - 3 2585 3 I 4 Rovalties received . 4 4 Expenses: 5 Advenising . - 5 250 6 Auto and travel (see page E.2) - 6 7 CleanIng and maintenance. - 7 506 8 Commissions , 8 9 Insurance 9 82 . 10 Le9a' and other professional fees 10 11 Management fees, . 11 12 Mongage interest paid to banks. etc. (see page E-2) - 12 1704 256 12 13 Other interest - 13 14 Repairs - 14 2025 , 15 Supplies, - 15 16 Taxes. - 16 571 17 Utilities - 17 33 18 Other Oist) ~....,..........,no...... !ig~,!iT A.J:~.r,l.~J'H .1,... no..., ..,,, 18 ........................................ .....................-.-..............-. 19 Add lines 5 through 18 . - 19 5171 256 19 20 Depreciation expense or depletion (see page E,3) . - 20 3244 20 21 Total expenses. Add lines 19 and 20 21 8415 256 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalt'es). 'f the result is a (loss), see page E.3 to find out 22 -5830 -256 If you must file Form 6198, . 23 Deductible rental real estate loss. Caution. Your rental real estate '055 on line 22 may be lim'ted. See page E,3 to find out ir you must file Form 8582, Real estate professionals must complete line 23 ( )( .5830 )( \ 42 on page 2 - .256 24 Income. Add positive amounts shown on line 22. Do not include any losses. - 24 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter totall05ses here 25 ( ) 26 Total rental real estate and royally income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III. IV. and line 39 on page 2 do not apply to you, also enter this amount on Form 1040, line 17. Otherwise. include this amount in the total on line 40 on oaoe 2 . . . . . . . . _ 26 For Paperwork Reduction Act Notice, see Form 1040 Instructions. Cilt. No. 11344L Schedule E (Form 1040) 20eO .. 'Foon 6251 Alternative Minimum Tax- Individuals D.pwt/nlnlollh.T,u~lI}' InlfinalRlMIrll.Servlce Name's) ShOwn on Form 1040 .. SOD soparato Instructions. .. Attach to Form 1040 or Form 1040NR. Ad'ustments and Prcferenccs If you itemized deductions on Schedule A (Form 1040), go to line 2. OUlcrwisc, enter your Slllndmd deduction from Form 1040, line 36. here ilnd go to line 6 1 Medical and dental. Enter the smaller of Schmlule ^ (F()(m 1040), lIne 4 or 2'h% of Form 1040, line 34 2 Taxes. Enter the amount from Schedule A (Form 1040), line !J . 3 Certain Interest an a home mortgage not used 10 buy, budd. or improve your home. 4 Miscellaneous Itemized deductions. Enter the i1mount from Schedule A (Form 1040), line 26 5 Refund of taxes. Enter any tax refund from Form 1040, hne 10 or line 21 6 Investment Interest. Enter difference between regulnr tax and AMT deduction 7 Post.1986 depreciation. Enter difference between regular tax and AMT depreciation. 8 Adjusted gain or loss. Enter difference between AMT and regular tax gain or loss. 9 IncentIve stock options. Enter excess of AMT income over regular tax income. 10 Passive activities. Enter difference between AMT and regular tax income or loss . 11 Beneficiaries of estates and trusts. Enter the amount from Schedule K-1 (Form 1041), line 9 12 Tax.excmpt interest from private activity bonds issued after 817186 13 Other. Enter the amount, if any, for each item below and enter the total on line 14 a Circulation expenditures L " " Loss limitations . . .. I b Depletion . I I I I Mining costs . I c Depreciation (pre.1987). I I I J Patron's adjustment. I d Installment sales . I I I k Pollution control facilities I e Intangible drilling costs . I I I I Research and experimental I f Large partnerships I I I m Section 1202 exclusion . . I 9 long-term contracts. I I I n Tax shelter farm activities I o Related adjustments I Total Ad ustments and Preferences. Combine lines 1 throu h 14 . ...... Alternative Minimum Taxable Income 16 Enter the amount (rom Form 1040, line 37. If less than zero, enter as a (loss) . ...... 16 17 Net operating loss deduction, if any, from Form 1040, line 21. Enter as a positive amount. 17 18 If Form 1040, line 34, is over $128,950 (over $64,475 if married filing separately), and you itemized deductions. enter the amount, if any, from line 9 o( thc worksheet for Schedule A (Form 1040), line 28 18 19 Combine lines 15 through 18 ..... 19 20 Alternative tax net operating loss deduction. See page 6 of the instructions " 20 21 Alternative Minimum Taxable Income. Subtract line 20 from line 19. (If married filing separately and line 21 is more than $165,000, see a e 7 of the instructions.). . . . . . . . . . . . . ...... 21 Exem tion Amount and Alternative Minimum Tax 1 2 3 4 5 6 7 8 9 10 11 12 13 14 22 Exemption Amount (If this (arm is for a child under age 14, see page 7 of the instructions.) AND line 21 is THEN enter on IF your filing status is . . . not over. . . line 22 . . . Single or head of household. . . $112,500, . $33.750 } Married filing jointly or qualifying widow(er) .. 150,000. . .45,000 Married filing separately. 75,000, , 22,500 If line 21 is over the amount shown above for your filing status, see page 7 of the instructions. 23 Subtract line 22 from line 21. If zero or less, enter -0- here and on lines 26 and 28 and stop here . .... 23 24 If you reponed capital gain distributions directly on Form 1040, line 13. or you completed Schedule D (Form 1040) and have an amount on line 25 or line 27 (or would have had an amount on either line if you had completed P~rt IV) (as refigured for the AMT, if necessary), go to Part IV of Form 6251 to figure line 24. All olhers: If line 23 is $175,000 or less ($87,500 or less if marr'ed filing separately), multiply line 23 by 26% (.26). Otherwise. multiply line 23 by 28% (.28) and subtract $3,500 ($1,750 If married filing separateiy) rrom the result . , . , . . , , . , , . . . . . . . . . . , , .... 24 25 Alternative minimum tax foreign tax credit. See page 7 of the instructions 25 26 Tentative minimum tax. Subtract line 25 from line 24 . ...... 26 27 Enter your tax from Form 1040, line 40 (minus any tax from Form 4972 and any foreign tax credit from Form 1040, line 43) 27 28 Alternative Minimum Tax. Subtract line 27 from line 26. If zero or less, enter -0-. Enter here and on Form 1040, line 41 ..... 28 For Paperwork Reduction Act Notice, see oaoe 8 {jf the instructions. ('... ~I.. ~ .,,,,,,,... OM!] No 1545.0121 ~@oo ^"IIl':hmflnt SflC!U(l!1CO flo 32 Vow social securit)' number 8 82 29 981 3 0 6 36 61 367 22 600 5153 49 e."r... ., , Form 1040 TSlIDDvor namo(s) as shown on Form 1040; JOHN E MUMMA SUPPLEMENTAL SCHEDULE Schodulo A Sodal Socurity Number: 198.32.7931 STATEMENT Schedule A, Real Estate Taxes (Line 6) Real Estate Tax Description Real Estate Taxes Amount WAGNER DRIVE TOTAL 256 256 STATEMENT Schedule A, Cash Contributions (Line 15) Cash Contribution Organization Cash Amount MISC TOTAL 2,973 2,973 For Tux Yoar 2000 " ~;:~~~~~ '-T"---- SUPPLEMENTAL SCHEDULE - --,--- ..----.-.--..-.--....----..----..--.-- For Tml Yom Summ'!!}' Schod.~lo--'-~r_R.oJlr~cJaUon Schodulo E1 2000 Taxo3ver namat.) H.sholAo" on Form 10>10: JOHN E MUMMA Social Svcurily Numbur 198.32.7931 au.inu. Acr.1vltYJ 105 tlOJ/nl HAllfJVER ST .., All A...t. l.y C.le '" Dat. ("o.el Bu,. Stlc. D.pr. 1I..i. Rac. Curr.nt Ixe... D.pr. D..edptton Acq. B..l, Pet. 179 Prior Yr.. tor D.pr. "'h Prd. !I.ductlon Dapr. N.xt Yaar RENTAL 01/1995 216,000 100 :n6,COO m.D .27.5 7,854 .2,45.. ',aH 'rO'I'AWl .216,000 .216,aCO 7,854 2,454 7,8S", .' Form 1040 S~~~~::C~~~~~~~:o~r~~.~:n~~~~~~l:~:_~ _~~_ \=';0200~i"_ TSlloavor "amelll 8S shown on Fonn 1040 Social Sucurily Numbor: JOHN E MUMMA 198.32.7931 ____._.__._.._____"~____ _____ _ .__.~_._ 4_____ DUlin..' IctivltYI 0 III REmA.t. 01/1991 ... All ......t. by Du., ... CoHI Bu.. B.e. D.pr. Bul. R.e. Current. IXCIII D.pr. lIul. Pct. 17' ,riQr YI", ,., Dlpl'. "<h Prd. D.ductlon D.pr. Kn.t Yllr 116,646 100 116.649 n:"D 27.S 4,969 1,551 4,969 llli,UlI 136,648 4.,96') 1,553 4.969 D.t. DucrJ.ption Aeq. TOTALS t. " Form 1040 SUPPLEMENTAL SCHEDULE Summary Schodulo fo, Dou>'oclallon Scllodulo E3 TaXODvor narno(sl as shown on Form 1040: JOHN E MUMMA Social Socurity Numbor: 198.32.7931 Budnelll acelvltYI HO.74.:1 A:.r.lt:l RD For Tax Year 2000 ... All A".e, by O.e. ... Dae. CQatl Bu,. a.e. Oapr. Baal, Ra.::l. Currant. Ixea,. ]Japr. tJ..adptlon Acq. lIa,L. Pee. ". 'rlor Yra. '0' D.pr. Ht.1l Prd. Dttduotlon Depr. RElrr AL 01/1909 89,000 100 89,000 S:,.O 27.5 3,.136 1,011 TOTAt.s 8'1,000 89.000 3,~J6 1,011 I' f' J(.m 4562 Doprocilltion lInd Amortization (Including Information on Listed Properly) Cl.f..,m.IIIIAthot fr.."",., ."I....,MR....~.....VII'" I~"ll N.me's' Shown on ,olwn ... Sn" 'In IIHlltn ht\hUf;tlllll.. ... Attach Ihl'l form '0 our return. II"..,."".., (I' "'1,.....,, III ...hll,'IIf',\ fel/1Il '.'Iilln.. JOHN E MUMMA OLEBE Eloellon To Eopon.o Cortoln Tonglbln Proporly (Sncllon 179) Nolo: "ynl/ 11;~v" i"'Y_ll""" l''''I'''/Il:_COflll'lt!l'' I'.!I' V I",rnm nl/ cnm lete 1'.111 I. MillWl1lJfll Ilollnr 11I1111nllflll. " 1111 l'1I1nrpll'.o IOlln 11II',lllW,'" ....Il pag'I ? of thn In',Uucllon~. 1 lolul cO'.( Ilf snUlnll 11!1 plllplllly pl;W'ld In ,>mVlu' Sl!l! PflU'! " 0' till! in'i!rLJctlon~. 2 Ihm')holcl r.1)')( of ''oOelloll 11~1 I"fljlnlly Ilfltorn rl!(lur,tlofl III Ilmltalion , 3 f~ucluctlnn Illlutlllnttnll SlllHolCl 11111' ;1 f/lun IlllU 2. It lmo or less, olltm .0. 4 Oollnr II1111t8111HI for IIIX Yf!/U, Sllhlrnr.t 111111" trorn linn 1. If znro or loss. f!ntor .0.. If marncd fllifl!l~e..n!!!!.!~.'i'~~~J~.IU~' "I of I"" ill'llrtlClinn'l lotI Ikl'IIIII'I!lt/II\1 Illlll"''''Y 1 2 3 4 5 (bl Cust (tJuslnll!iS use only) ee) Elcctl.>d cost 8 15a 3,yoar proporty b 5.yonr propmty c 7. flnr ro ort d 10, oar ro ort o 15. onr ort , 20. oor ort 25. oor ro ort h Rosldontlal ronlal TO ort NonrnslcJontinl ronl ro ort 25 27,S 27,S 39 S/L MM S L MM S/L MM S/L MM S/L Socllon C Altornative De reciolion S stem (ADS) (Soe a e 5 of Ihe instructions.) S/L 12 re. S/L 40 re. MM S/L Olhor Do melotion Do not include listed ro ert. See 0 e 5 of the Instructions.) GDS and ADS deductions For assels placed in service in tax years beginning beFore 2000 17 Proporly sUhJuctto seclion 168(n(1) eleclion. . 18 ACRS and olhor dn roclnllon . ..... 19 Summar 500 a 0 6 of the instructions.) Listod f1roporty. Entor amount from line 26. . . , .. ,..... TOlnl, AcId deducllons from Iino 12. lines 15 and 16 In column (g), and lines 17 through 20. Enter hmo I1ncl on tho appropriate lines of your return. Pannerships and S corporations-see instructions 22 For nssots sllown obove and placed in service during the current year, fllllllr Illn mtlon of the basis attributable to section 263A costs For Pllflorwurk Roducllon Act Notice, see page 9 of the instructions. rs, rs. rs. rs. 17 18 10 20 21 22 Cat. No. 12906N 8 9 10 11 12 20 21 OM8 No 1545.0112 ~@oo Att.!Ichfncrlt SbQucncn No 67 ldentitylng number 198.32.7931 "ZO,OOO 6,439 zoo 000 5 10000 -- 10,000 14.108 14,108 Form 4562 (2000) o I' f' Form 1 040 sum;::'::~~~~~ :'~r:~:~~~~~~:~O_~:'~~-=-T TalCDaver name(s) as shown on Form 1040: ~OCWI Security Number; JOHN E MUMMA 198-32-7931 -.'--'- . . For Talc YOllr 2000 Bulin... activity: GLiDi Cat.a ... All A...te by Cata ... CQtltl Bu.. S.c. r...pr. 1I..t. R.c. CUl'r.nt Ixe... D.pr. eut. Pet. 17. PI'1or YI'.. tor Oapl'. Mth Pl'd. C.duet!on C.PI'. Huot Y..r llllJ,OOO 100 BIt,OOO SLO :27. S 14,lO;J 4,408 14,108 l88,OOO 1118.000 11.108 4,408 14,108 OUCldpti.on Aeq. GLIBI 01/1988 TO'l'ALS 7 Uslnd proporty. Enlr.r n010unt from linn 27. . . . . . . . 7 B lornl nlf!ctcd CO:'jr of !j,~ctJDn 179 property. Add nmounts in column fe). Jines 6 and 7 o Tf!l1tnllvn dmluctlon. Enter the smaller of line 5 or line 8 . . . . . . . 10 Cnrryovor of disnllowed deduction from 1999. See page 3 of the instructions. . . 11 Ouslnoss incomo limitation. Enter the smaller of business income (not less than zerO) or line 5 (see instructions) 12 Sncllon 179 r.xpcnso deduction. Add lines 9 and 10, but do not enter more than line'1 . 13 Cnr ove, of disnllowed deduction to 2001. Add lines 9 and 10. less line 1 2 ~ 13 Noto: Da not us", P.1rt II or Part III below (or IistC1d property (automobiles, certain other vehicles, cellular telephones, cortnin com uters. or ro crt used for entertainment. recreation, or amusement). Instead, use Part V for fisted ro en. MACRS Depreciation for Assets Placed in Service Only During Your 2000 Tax Year (Do not include listed property.) Section A General Asset Account Election 14 If you nre mnklng Ihe election under section 168(i)(4}10 group any assets placed in service during the tax year inlo one or more general asset accounts, check this box. See paqe 3 of the instructions. . . . . ~ 0 Section B-General De reciation S stem GDS) (See a e 3 of the Instructions.) (bl Month and (e) B<lsls for depreciation (d) R yoar placed In (businossllnvestment use e~overy (0) Convention (r) Method (g) Depreciation deduction servlco ani see instructions pcnod S/L MM S L MM S/L MM S/L MM S/L Section C Alternative De recintion S stem (AOS) (See a e 5 of Ihe instructions.) Class lire S/L 12-ear 12 rs. S/L c 40, ear 40 rs, MM S/L Other De rec/alion Do not include listed ro ert .J See a e 5 of the instructions.) GDS and AOS deductions ror assets placed in service in tax years beginning before 2000 17 Property subject to section 168m(1) election. 18 ACRS and other de reciation, . , 19 Summar See a e 6 of the instfuctions.} Listed property. Enter amount from line 26. . . TOlnl, Add deductions from line 12. lines 15 nnd 16 in column (g), and lines 17 through 20. Enter here and on the appropriate lines of your return. Partnerships and S corporations-see instructions For assets shown above and placed in servIce during the current year, enter the ortian of the basis attributable to section 263A costs ,,,,m 4562 Depreciation and Amortization (Including Information on Listed Property) 1......'......e,/U..I,...., .......,,,_............. ("'11 ... Attach thl5 form to our return. nll""l',,' or IIC:II'<il'ly 10 whll';h 1t1'" forTlllilllllt!'\ '1'''''1'1 "h",.., 1111 """'II JOItN e MUMMA 23 EAST MAIN STREET ~iii;il- To E'I"IO'o Corlaln Tnnglblo Property (Soction 179) Naill: II Y"" /I...." OI"Y ''''r'rlJ'fnJl''r1Y: c()!"J!'!.'to {'//It V bo(oro 1 M,Ull1IlllH clnllnr ImlJllIlInn II ntl 1!l1Iurpfl~,n 101111 businnss, sen pnge 2 af tho insUuctJ0I1S 2 Inldl (0-.1 ut "luc:ltOl1 l1U pflljllllty plncmt in smvicu. Son pogo 2 of the instructions. 3 ""w~hnltl (n',t of ',UCIIOll 179 propmty Iwfore rmluction in limitntlon . 4 '~ft(tllclion III IUl1lf/1110l1. Subltnct hnt! 3 from line 2. If 10ro or less, nnter .0- a Dollnr Ilnulllllnn for tn.ll ynm. Subtrilct Imo 4 from line 1. If lorn or less. enter -0-. If married _~!]~~rl1lnly._o;ml n n 2 of tho instructions IAIIJl'I..uoplllln ()f Ilfl1lll11ty (bl eml (hu!olnoss uso only) lei DcctlX1 co!>! _6 h 25 27,5 27,5 39 rs. rs. rs. rs. 16a b 17 10 19 20 21 22 22 For Paperwork Reductlon Act Notlcel see page 9 of the Instructions. Cat. No. 12906N 0"'0 N.J 1545.017l ~@oo Att.llcnmlli'11 SI:Quonco No 67 IdentJfying number 198.32-7931 1 2 3 4 $20,000 6,439 200 000 o 5 10000 . 8 9 10 11 12 10,000 2,400 20 21 2,400 Form 4562 (2000) '. Form 1040 SUPPLEMENTAL SCHEDULE .- - -- ..-----..---,--...--- For TUIl Ynm Summary Schoduro fo, DOI!'oc!~lIon Schodulo ~5.-____,_ Ta)(DaVOr namo(s) ilS shown on Form 1040: ] s~~i:-IIS~I~~i'l NutTlhor: JOHN E MUMMA 198-32-7931 2000 Du.in.au ActivitYI ]) lAST HAIN STkl.i ... All A...e.. by Olt" ... Dlt. Coltl Bu.. S.e. Dlpr. B..l" Rlc. Curr.nt axe... elpr. 1I..oriptloQ Acq. aad. Pet. 177 Prior Yr.. to, OIPI:. Htb Prd. D.duction Depl'. Nut Y..r RiNTA!. Ol/H99 l'iOS,OOO 100 66,000 S:.O :17,5 ~.401] 750 :Z.40fJ TOTALS 66,000 66.COO 2,400 750 2,400 ,. rOlm 4562 Depreciation and Amortization (Including Information on Listed Property) OMH No 1 !l4!). fll 12 ~@oo o.p.rt",.nt 01 IIWt Trl.t\llY lntlfMl RlMnUII S.rv\l:. (')9) Name(sl shown on rolutn ... Attach Ihl.. form to our rolur,,, nlJ",nw.~ or llf;tNlly In ....."If:h ltll'> 'Will rIIl"I"., AIt.,r,tlflWlfll Sl'(ltJl1nClJ ~j(J 67 Idont.rylng numbllr 198.32.7931 1 Maximum dollar limitation. If nn enterprise lone business. see page 2 of rhe instrUClions . 2 Total cost of section 179 property placed in service. See page 2 of the instructions. 3 Threshold cost of section 179 property before reduction in limitation. . . . . . . . 4 Reduction in limitation. Subtract line 3 from line 2. If zero or loss, enter -0- . . . . . 5 Dollar limitation for Inx year. Subtract line 4 from line 1. If lora or less, cnter -0-. If mnrried filin se aratel . see a e 2 of the instructions ......... 5 fa) DescrIption 0' propony (bl Cost (business use only) Ie) E!cctcd cost $20.000 6,439 200 000 o 10000 6 MOTORVATION ATV 6,439 6,439 7 Listed property. Enter amount from lioe 21. , . . , . . , ,. 7 8 Total elected cost of section 119 property. Add amounts in column (ci. lines 6 and 1 8 9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . 9 10 Carryover of d'sallowed deduction from 1999. See page 3 of the 'nstructions. . , 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) 11 12 Section 119 expense deduction. Add lines 9 and 10, but do not enter more thao 'ine 11 . _ 12 13 Car over of disallowed deduct'oo to 2001. Add lioes 9 and 10, 'ess line 12 ~ 13 Note: Do not use Part /I or Part 11/ below (or listed property (automobiles. certain othel vehicles, cellular telephones. certain com uters, or ro ert used for entertainment, recreation, or amusement). Instead, use Part V for listed ropert. MACRS Depreciation for Assets Placed in Service Only During Yout 2000 Tax Year (Do not include listed properly.) Section A General Asset Account Election If you are making the election under section 168(i)(4) to group any assets p'aced in service during Ihe tax year into one or more Qeneral asset accounts, check this box. See paqe 3 of the instructions. . . . . . . . . . . . ..... 0 Section B-Gcneral Dc reciation S stem (GDS) (See a e 3 of the iostruct'ons.) (b) Month a~d (c) ~asis for dapreciation (d) Recovery year pla.ced In (buslnesslinyestmer:t use perl ... (el Convention II) Method (9) Depreciation deduction service on[ see Instructions 0.. 14 (.) 15a b c d e r 25 rs. S/L h 27,S rs. MM S/L 27.5 rs. MM S/L 39 rs. MM S/L MM S/L Section C Alternative De reciation S stem (ADS) (See a e 5 of the iostruct'ons.) 16a S/L b 12 rs, S/L 40 rs. MM S/L Other De reciation Do not include listed ro ert .) See a e 5 of the instructions.) 17 GOS and ADS deductions for assets p'aced in service 'n tax years beginning before 2000 17 18 Property subject to sect'on 16B(D(1) e'ection. . . , 18 19 ACRS and other de reciation. . . . . . . . . . . . . . . . . . . .. 19 Summa See a e 6 of the instructions.) 20 Listed property. Enter amount from line 26. . . . . . . . . . . . . . . . .. 20 21 Total, Add deductions from line 12, lines 15 and 16 in column (gi. aod lines 11 through 20. Enter here and on the appropriate lines of your return. Partnerships and S corporations-see instructions 21 22 For assets shown above and placed in service during the current year, enter the ortion of the basis attributable to section 263A costs 22 1,091 For Paperwork Reduction Act Notice, see page 9 of the instructions. Cat. No. 12906N Form 4562 (2000) -.-~orm 1040 i-=--- ~~::~:;C~:~'~:~:.~~~~~S~~O~~~!~_=-\ TallO;.lVer namo/!I\.119 shown on rann 1040 r Socml Security Numbur JOHN E MUMMA 198.32.7931 . ---'--..- ~.,_.._~,---_._._.__.__..-'-"-~._----- - --~ - - - ------- '. For Tull. Yoar 2000 Du.ln." at:tlvlr.YI CAAI..JtH,& 1O:..cnIC .._ All A...ta by Daea ,.. Oael COlt/ BUI. SaO. aapr. a..la Rae. Currant S.c... Dapr. D..cr1ptLo~ Aoq. Bull Pet. '" Prior Yr" 'or Capr. .,. 'I'd. aeductLon Capr. N..t Y,.r RWTAL Ol/l'J'J2 )0,000 '00 30,000 S:.O :Z7.S 1,091 34' 1,0')1 HOTORVATION ATV 050000 6,4]') 100 6.1]9 tn' 5 'IOTALS 36,439 6,43') lO,OOO 1,091 341 1,091 '..m 4562 Depreciation and Amortization (Including Information on Listed Property) ~@oo OMS No 1545.0172 o.~ment 01 trI. r"uuty Inlllmal R....nl..S.w. 1991 Name{s) shown on rl'turn ~ SeD so aralo Instructions. .. Attach this rorm to our return. Attachment Sequence No. 67 Identifying number 198-32-7931 Business or activity 10 which thiS fo"n relates JOHN E MUMMA 2255 HANOVER STREET Election To Expense Certain Tangible Property (Section 179) Note: If' ou have an Iistod ro ert. com IOle Part V bofora , MaxImum dollar limitation. If an enterprise zone business. sec page 2 of the instructions 2 TOlal cost or section 179 property placed in sorvice. See page 2 or Iho 'nslructions . 3 Threshold cost or soction 179 proporlY bororo reduction in limitation, . , , , . , 4 Reductlo;1 in limitation. Subtract line 3 (rom line 2. If zero or less, enter -0- . . . . 5 Dollar IImilallon ror lax yoar. Subtraclllno 4 rrom line 1. If loro or loss. ontor -0,. If married fiUn se aratel . see a 0 2 of the instructions ......... fal Doscription or property (bl Co~t (busmllSS use only) Ie) Elected cost S20,OOO 6.439 200 000 5 6 7 lIstod property. Entor amount from Iino 27. , , . , , . . ,_ 7 8 Total elected cost of secllon 179 property. Add amounts in coiumn (c). Iinos 6 and 7 8 9 Tenlalive deduct'on. Enler the smallor of Iino 5 or Iino 8 , . . , . , . . . . 9 10 Carryover of disallowed deduction from 1999. Soe pago 3 of tho Instrucllons. , , 10 " Business income limitation. Enter the smaller of business income (not Jess than zero) or line 5 (see instructIons) 11 10,000 12 Secllon 179 expense deduclion. Add lines 9 and la, but do not entor more Ihan line 11 ., 12 13 Car over of disallowed deduction to 2001. Add lines 9 and 10. less line 12 ~ 13 Nota: Do nOI use ParI II or Part 11/ below for Iisled property (automobiles, certain other vehicles, cellular telephones, certain com uters, or ro ert used for entertainment, recreation, or amusement). Instead, use Part V for fisted ro ert. MACRS Depreciation for Assets Placed in Service Only During Your 2000 Tax Year (Do not include listed property.) Section A-General Asset Account Election If you are makin9 the election undor section 168(ij(4) to group any asselS piaced in service dur'ng the tax year into one or more general asset accounts. check this box. See page 3 of the instructions. . , . . . . . . , . . . ~ D Section B General De reclation S stem (GOS) (See a e 3 of the instrucllons.) (b) Month and (el Basis for depreciation ) R year placed In (businesslinvestment use Cd ecovary (e) Convention (0 Method (g) Depreciation deduction service onl see instructions period 14 (.) 15a b c d r h 25 27.5 27.5 39 rs, rs, rs, rs, S/L MM S/L MM S/L MM S/L MM S/L Section C Alternativo Do reelation S stom (AOS) (See a e 5 of the inslruclions.) S/L 12 rs. S/L 40 rs. MM S/L Other De reciat/on Do not include listed ro ert. See a e 5 of the instructions. GOS and AOS deductions ror assets placed in .ervice in lax years beginning before 2000 17 Property subject to section 168(0(1) election. . , . 18 ACRS and other de reciatlon. . . . . . . . . . . . , , . . . , . , 19 Summar See a e 6 of the instructions.) Lisled property. Enter amounl (rom line 26. , . . , . . , . . , . . , . . Total. Add deductions from line 12, lines 15 and 16 in column (gl, and lines 17 through 20. Enter here and on the appropriate lines of your return. Partnerships and S corporations-see instructions 22 For assets shown above and placed in service during the current year. enter the ortion of the basis attributable to section 263A costs For Paperwork Reduction Act Notice, see page 9 of the instructions. 16a b 17 18 19 1,091 20 21 20 21 '1,091 22 Form 4562 (2000) Cat. No. 12906rJ o " -.-------- --~orm 1~40 --[- _SI!!"m~ry_Schlldlll.Jor D.pr._cl.llo~.S~.,r!tJI. E9 ,.____ T"O;~~~.;~~,~.~:o~n ~~ronn,~=--=~~~-~~,,~,__ .-. -,-, ~_=,~ I n"r~~;:~~~;:;~'L"r SUPPLEMENTAL SCHEDULE For Tm( Your 2000 8udn... .ct.lvltyt 12'i S IVJWVItll: !iTPU'.T ,.. >1, "'fI'"'' hy Oata .., Data Co.tl BIll. lac. Vapr. 8..1. Jl.a~, Cllrrant I.e... Dapr. Da.arlptlon Aa'l' .10.1. 'ct. '" 'rlnr Yr.. 'n. D.pr, "<. I'r<1. Da<1l1ct.ian Oapr. N.llt Y.lr R.ZNTAt. 01/1990 lC,OOO 100 10.0eO r.t.rJ ;;:"7.5 1.0')1 Hl 1.091 TOTALS JO,OOO lo.oeo 1. 0'1 341 1,091 '. '\ F"'m 4562 Depreciation and Amortization (Including Information on Listed Property) OMll ~jfl 1!l4!).0I12 D*P*Iment oIlhe Tte,uury Int.mal RlMIr'I\JII5fotvIc" 199) Name(s, shown on rOfum ~@oo .. See 50 arato Instructions. .. Attach thl, form to our rtlturn. At1Ilchmont Sf!flllftnCn NQ 67 Identltylng number 198.32-7931 Business or IlctlVlly 10 'I,oich tnl" fOfm wIllies 1 2 3 4 5 Maximum dollar limitation. If an cntf!rpriso zone business, see page 2 of the instructions TOlal cost of section 179 property placed in service. See page 2 of the instrucllons . Threshold cost of section 179 property before reduction in limitalion, . . . , , , Reduction in Iimilal/on. Sublracl line 3 lrom line 2. If zero or less, enler -0- . . . . Dollar limitation for tax year. Subtract iine 4 from line 1. If zero or less, enter -0,. If married filln se aratel . see a e 2 of the Instructions ......... fal Description at property (bJ Cost lbusincss use only) $20,000 6,439 200 000 o 5 10 000 6 (e) Elected cost 7 lisled property, Enter amount from line 27, . . , , . . , . _ 7 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . , . . . . . 10 Carryover of disallowed deduction rrom 1999. See page 3 of Ihe instruclions. . . 11 Business income limitation, Enter the smaller of business income (not less than zero) or line 5 (see instructions) 12 Section 179 expense deduction. Add lines 9 and 10, but do not enter more Ihan line 11 . _ 13 Car over of disallowed deduction to 2001. Add 'ines 9 and 10. less line 12 ~ 13 Note: Do not use Part /I or Part 11/ below for listed property (automobiles, certain other vehicles, cellular telephones, certain com uters, or ro er used for entertainment, recreation, or amusement). Instead, use Part V for listed ro ert. MACRS Depreciation for Assets Placed in Service Only During Your 2000 Tax Year (Do not include listed property,) Section A-General Asset Account Election 14 If you are making Ihe election under section 168(i)(4) to group any assels p'aced in service during Ihe tax year into one or more eneral asset accounts, check this box. See a e 3 of the instructions. . . . . . . . . . . . .... 0 Section B General De reciation 5 stem eGOS) (See a e 3 of the Instructions.) (b) Month and (el Basis for depreciation year placed in (businesslinvestment use (d) Recovery (el Convention (f) Method (9) Depreciation deduction service ani -see instructions periOd 8 9 10 11 12 . 10,000 S/L MM S/L MM S/L MM S/L MM S/L stem (ADS) (See a e 5 of the instructions.) S/L S/L MM S/L Other De recialion Do nOI include iisted ro ert .) See a e 5 of the instructions. GDS and ADS deductions for assels placed in service in tax years beginning before 2000 17 Property subject to sect'on 168(0(1) election. . . . 18 ACRS and other de reelatlon, . . . . . . , . . . . . . . . . , . " 19 Summa See a e 6 of the instruclions,) Listed property. Enter amount lrom line 26. . . . . , . . . . . . , . . . . _ 20 Total. Add deductions from line 12, lines 15 and 16 in column (g). and I'nes 17 through 20. Enter here and on the appropriate lines of your return. Partnerships and S corporations-see instructions 22 For assets shown above and placed in service during the current year. enter the ortion of the basis attributable to section 263A costs For Paperwork Reduction Act Notice, see page 9 of the instructions. 07/2000 31000 25 27.5 27.S 39 rs. rs, rs, 517 h rs. 16a b 2,727 20 21 21 3,244 22 Cat No. 12906N Form 4562 (2000) -;orm ~~~'~r---'--------- SUPPLEME-NTAL SCHEDULE '-'-J. .----F:;;:: yull-,---- _ _Sl/mm"~y.S~h_.d~!~ fOLD.op!oC lo! 10.". S~~.d"l. El!. _ ____ 2000 -~ -- ----.-~------------ r ~----- ___w TunaVOf n.1mel,l as shown 0" rorm 10.tO j s_ ocjal St.tcurHy Number: JOHN E MUMMA 198.32.7931 -------------- . ---_._.__.._- ------." - .------..-- .-.--.-..,-.-,..--- BUlin".. ar:tlvlty, 1:.11;1 Oat. .., All ,hutl by CoHI ... COltl .'11. s.,~ . earl'. 11..11 Ille, Currant .xo... Dlpr. B..l. Pat. '" frtor Yr.. to, nltrr. .'h p,.d. C.<tuctlon Dapro. NIXl Yur 75,000 100 10,,000 SLO ~7. '> 2, 7~7 .S> J,n7 11,000 lGO 31,OeO S!.D 27.5 511 1,127 lOIi,OOO 10li,OOO ],H4 .S> ],854 O..crlptlon Ae'l. RENTAL RISICL'lTIAL 01/19':15 07/:2000 1'OTAt..'l " . . mIl' No lS",S.OIQ\ rDlm 4952 Investment Interest Expense Deduction ~@oo Dlp.v1InInt diM Tr.a\1I) .. Attach to your tax return. Intltnal R_nUl S<<\llC1 (991 NllmetsJ shown on 'etum JOHN E MUMMA Totallnvostmont Intorost Ex onso 1 Investment lntnrAst expense paid or nccrued in ;WOO. 5fm Il1stnlctioflS. 2 DisallDwod 'nvostment interost expenso frDm 1999 Form 4952. linn 7 3 Totallnvostmcnt interest ex cnse. Add lines 1 and 2 . Net Invostment Incomo 4a Gross income (rom property held for investment (excluding any net gain from the disposition of propeny hold fDr investmont). . , . " ".. 4b b Net gain from Iho d'spDsitiDn Df property held for investmont . 4c c Net capital gain from tho dispDsitiDn Df prDperty hold fDr investmonl ,,",lr.hm(ll"l 511QlJm";ft No 7 2 Identifying number 198-32-7931 1 37 2 3 37 53 10 10 4d o d Subtract line 4c from lino 4b. If zero Dr less. onter ,0- . . e Enter all or part of the amount on line 4c, if any. that you elect to include in investment income. Do not enter more than the amount on line 4b. See instructions - .. f Investment income. Add lines 4a, 4d. and 4e. See instructions Net investment income. Subtract line 5 from line 4f. If zero or less. enter -0- Investment Interest Ex ense Deduction 7 DisaHDwed investment interest exponse tD be carried fDrward tD 2001. Subtract line 6 from line 3. If zero or less. enter -0- . . . . . 5 Investment expenses. See Instructions 4. 4f 53 5 6 53 7 o 8 Investment interest expense deduction. Enter the smaller of line 3 or 6. See instructions. 8 37 Section references are to the Internal Revenue Code unless otherwise nored. General Instructions Purpose of Form Use Form 4952 to figure the amount of investment interest expense you can deduct for 2000 and the amount you can carry forward to future years. Your investment interest expense deduction is limited to your net investment income. For additional information. see Pub. 550, Investment Income and Expenses. Who Must File If you are an Individual, estate, or a trust and you claim a deduction for investment interest expense, you must complete Form 4952 and attach it to your tax return unless all of the following apply. . Your investment interest expense is not more than your investment income from interest and ordinary dividends. . You have no other deductible investment expenses. . You have no disallowed investment interest expense from 1999. For Paperwork Reduction Act Notice. see back. Allocation of Interest Expense Under Temporary Regulations Section 1,163-BT If you paid or accrued interest on a loan and used the loan proceeds for more than one purpose. you may have to allocate the interest. This is necessary because different rules apply to investment interest. personal interest. trade or business interest, home mortgage interest. and passive activity interest See Pub. 535, Business Expenses. Specific Instructions Part I-Total Investment Interest Expense Line 1 Enter the inv'lstment interest expense paid or accrued during the tax year, regardless of when you incurred the indebtedness. Investment interest expense is interest paid or accrued on a loan (or part of a loan) that is allocable to property held for investment (as defined later). Include investment interest expense reported to you on Schedule K- 1 from a partnership or an S corporation. Include Cilt. No. 13'71Y amortization of bond premium on taxable bonds purchased after October 22, 1986, but before January 1, 1988. unless you elected to offset amortizable bond premium against the interest payments on the bond. A taxable bond is a bond on which the interest is includible in gross income. Investment interest expense does not include any of the following. . Home mortgage interest. . Interest expense that is properly allocable to a passive activity. Generally. a passive activity is any business activity in which you do not materially participate and any rental activity. See the separate instructions for Form 8582, Passive Activity Loss Limitations, for details. . Any interest expense that is capitalized, such as construction interest subject to section 263A. . Interest expense related to tax~exempt interest income under section 265. . Interest expense, disallowed under section 264. on indebtedness with respect to life Insurance, endowment, or annuity contracts issued after June 8,1997, even if Ute proceeds were used to purchase any property held for investment. Form 4952 12000} , , Fo<m 8582 Passive Activity Loss Limitations D.pM1mo1nlot lh. rtM\ury Inlemal AlWnue ~" Name(s) ShOwn on roturn ~ 500 separato Instructions. . Attach to Form 1040 or Form 1041. U M 2000 Passive ActJvlty Loss Caution: See thr. instructions (or Worksl1cers 1 and 2 on Rental Real Estate Activities With Active Participation (For tlm definition of active pnrticipntion soe Activo Participation In a Rontal Real Estate Activity an page 4 of the instructions.) 1a Activities with net Income (enter the amount from Worksheet 1. column (aI), . . . . . . b Activit'es w'th net lass (enter the amount from Worksheet 1. column (bl). .. , , , , . , . . c Prior years unallowed losses (enter the amount from Worksheet 1. column (cl), , . , . . d Combine lines 1 a. 1 b. and 1 c All Other Passive Activities 1a 23513 1b 10 29 348 2a Activities with net Income (enter the amount from Worksheet 2. ca'umn (aI), . . . . . . b Activities with net loss (enter the amount from Worksheet 2. ca'umn (bl), .. . , . . . . . . . c Prior years unallowed losses (enter the amount from Worksheet 2. column (cl). , . , . , d Camb'ne lines 2a. 2b. and 2c . ?a 26 044 2b 5175 20 3 Combine lines 1 d and 2d. If the result Is net income or zero. all lasses are allowed. including any prior year unallowed lasses entered an line 1c or 2c. Do not complete Form 8582. Report the lasses on the farms and schedules normally used. If this line and line 1 d are losses, go to Part ,I. Otherwise. enter '-0- an line 9 and go to line 10 3 Special Allowance for Rental Real Estate With Active Participation Note: Enter all numbers in Part /I as Dsitive amounts. See a e 8 (or exam les. Note: If your filing Slatus is married filing separately and you lived with your spouse al any time during the year. do not complete Pan /I. Instead, enter -0, on line 9 and go to line 10. 4 Enter the smaller of the [ass on line 1 d Of the loss an line 3 . 5 ~tl~l ~-.I- 5 6 Enter $150.000. Ir married fii'ng separately. see page 8, , , Enter modified adjusted gross income. but not less than zero (see page 8), " ..". , , . , , . Nate: If line 6 is grealer than or equal to line 5. skip lines 7 and 8. enter -0- an line 9. and go to line 10. Otherwise. go to line 7. Subtract line 6 from line 5 . . . , . MUlt'ply line 7 by 50% (,5). 00 not enter mare than $25,000. 'f married fiiing separately, see page 9, , . , . . , , . , 7 8 9 Enter the smaller of line 4 or line 8 !mill Total Losses Allowed 10 Add the income, if any, on lines 1 a and 2a and enter the total 11 Total lasses allowed from all passive activities for 2000, Add lines 9 and 10. See page 11 to find out how to re art the losses on our tax return. . . . . . . . . . . . . ~ For Paperwork Reduction Act Notice, see page 12 or the instructions. Cat. No. 63704F OMH No 1!I'j4!i. HIOA ~@oo Attllchmonl Sf) UM(.O No, 88 Identirylng numbor 198.32, 93 2d 20 869 15034 8 9 o 10 49 557 11 34 523 FOIm 8582 12000) \ 't. , Form 1040 '---'uUSUPPLEMENTAL SCHEDULE'--'----'--, I For Tax Yoar 2000 8~82 Workshoot Talloavcr namo(s\ as shown on Form 1040: JOHN E MUMMA SOCIal SocurHy Numbor: 198.32-7931 Worksheet 1 - For Form 8582, Lines la, 1b, and 1c (For your records,) I Current Year I Prior Yr, I Overall gain/loss (a) Income I (b) Loss (c) Una11w (d) Gain I (e) Loss Name of Activity 105 NORTH HANOVER ST 2,094 2,094 D 213 2,599 2,599 740-742 ALLEN RD 11,931 11,931 GLEBE 6,268 6,268 23 EAST MAIN STREET 4,993 4,993 107 NORTH HANOVER ST 370 370 R J C INDUSTRIES 6,952 6,952 CARLISLE ELECTRIC 5,602 5,602 225 S HANOVER STREET 5,966 5,966 E-1l2 5,830 5,830 WAGNER DRIVE 256' 256 Total. Lines la, 1b, and 1c 23,5131 29,348[ I xxxxxxxxxx I xxxxxxxxxx 2 - For Form 8582, Lines 2a, 2b, and 2c (For your records.) Name of Activity I Current Year I Prior Yr (a) Income 1 (b) Loss (c) Una11w 5,175 5,175 Overall gain/loss (d) Gain I (e) Loss LSP ASSOCIATES LIBERTY HOLDING CO LIBERTY HOLDING CO 13,022 13,022 13,022 13,022 2b, and 2c 26,0441 5,1751 [xxxxxxxxxx I XXXXXXXXXX Worksheet 3 - Use this worksheet if an amount is shown on Form 8582, line 9. Name of Activity Report On (a) Loss (b) Ratio (c) SpcAll (a) - (c) 105 NORTH HANOVER ST 105 NORTH 2,094 ,07 2,094 D 213 0213 2,599 .09 2,599 740-742 ALLEN RD 740-742 A 11,931 ,41 11,931 GLEBE GLEBE 6,268 ,21 6,268 107 NORTH HANOVER ST 107 NORTH 370 .01 370 E-112 E-1l2 5,830 .2 5,830 WAGNER DRIVE WAGNER DR 256 ,01 256 29,348 l. 29,348 ". Form 1040 1---S'UPPLE~~~;:~S~o~tHE~~~~E:=Hu'~~C_:_'HU_[-- F02~OOar TalCoaver name{s) as shown on Form 1040: fSOC1HI SoctJrtlY,Numbor JOHN E MUMMA 198.32.7931 ------. - - -- -. - 4 - Allocation of Unallowed Losses Unallowed Name of Activity Reported On (a) Loss (b) Ratio (c) Loss 105 NORTH HANOVER ST 105 NORTH 2,094 .06 D 213 0213 2,599 ,08 740-742 ALLEN RD 740-742 AL 11,931 ,35 GLEBE GLEBE 6,268 ,18 107 NORTH HANOVER ST 107 NORTH 370 .01 E-112 E-112 5,830 .17 WAGNER DRIVE WAGNER DRI 256 .01 LSP ASSOCIATES LSP ASSOCI 5,175 .15 Totals 34,523 l. 5 - Allowed Losses Unallowed Allowed Name of Activity Reported On (a) Loss (b) Loss (c) Loss 105 NORTH HANOVER ST 105 NORTH 2,094 2,094 D 213 o 213 2,599 2,599 740-742 ALLEN RD 740-742 AL 11,931 11,931 GLEBE GLEBE 6,268 6,268 107 NORTH HANOVER ST 107 NORTH 370 370 E-112 E-112 5,830 5,830 WAGNER DRIVE WAGNER DRI 256 256 LSP ASSOCIATES LSP ASSOCI 5,175 5,175 Totals 34,523 34,523 " . . Form 1040 I SUPPLEMENTAL SCHEDULE ----- Taxcavor namotsl as shown 0'1 Form 10010: Social Security Numbor: JOHN E MUMMA 198.32.7931 8582 Workshool For_A!torna!lvo ~Inlmum Tax For Tax Your 2000 Name of Activity Worksheet 1 - For Form 8582. Lines la, 1b, and 1c (For your records,) I Current Year I Prior Yr, I Overall gain/loss (a) Income / (b) Loss (c) Unallw (d) Gain I (e) Loss 2 - For Form 8582, Lines 2a, 2b, and 2c (For your records,) Name of Activity I Current Year I Prior Yr (a) Income/ (b) Loss (c) Una11w Overall gain/loss (d) Gain I (e) Loss LSP ASSOCIATES LIBERTY HOLDING CO LIBERTY HOLDING CO 16,110 16,110 4,879 16,110 16,110 4,879 2b, and 2c 32,2201 4,8791 I ==xx I XXXXxxxxxx Activity Report On (a) Loss (b) Ratio (c) SpcAll (a) - (c) D 213 D 213 1,046 .05 1,046 740-742 ALLEN RD 740-742 A 10,920 .56 10,920 GLEBE GLEBE 1,860 .1 1,860 107 NORTH HANOVER ST 107 NORTH 370 ,02 370 E-112 E-112 4,978 .26 4,978 WAGNER DRIVE WAGNER DR 256 ,01 256 19,430 1. 19,430 3 - Use this worksheet if an amount is shown on Form 8582, line 9. '. .~ ' . Form 1040 SUPPLEMENTAL SCHEDULE For Tux Yom 8582 Workshool For Allomatlvo Minimum Tax 2000 laxoll\lor namols1 as shown an Form 1040: JOHN e MUMMA Sacial Socurlty Numbor: 198.32.7931 4 - Allocation of Unallowed Losses Unallowed Activity Reported On (a) Loss (b) Ratio (c) Loss D 213 D213 1,046 .04 740-742 ALLEN RD 740-742 AL 10,920 ,45 GLEBE GLEBE 1,860 .08 107 NORTH HANOVER ST 107 NORTH 370 ,02 E-1l2 E-1l2 4,978 .2 WAGNER DRIVE WAGNER DRI 256 .01 LSP ASSOCIATES LSP ASSOCI 4,879 .2 24,309 1. 5 - Allowed Losses Activity Reported On (a) Loss Unallowed (b) Loss Allowed (c) Loss D 213 740-742 ALLEN RD GLEBE 107 NORTH HANOVER ST E-1l2 WAGNER DRIVE LSP ASSOCIATES D213 740-742 AL GLEBE 107 NORTH E-1l2 WAGNER DRI LSP ASSOCI 1,046 10,920 1,860 370 4,978 256 4,879 1,046 10,920 1,860 370 4,978 256 4,879 24,309 24,309 , ': ... PLEASE DO NOT USE'v'OOR lABEL 0000114579 PA-40 :i!XX) PAGE 1 OF 2 L ~ 19&-32-7931 MUMMA MU 1&'1-3&-1166 JOHN E EX 0 RS R A 0 FS M FY 0 SC 50&00 PN 1C 50000.00 4 26044.00 7 .00 10 .00 PO BOX 15& CARLISLE PA 17013 1A 2 5 & 11 50000,00 .00 10,00 .00 7&9&4.00 1B 3 6 9 12 .00 53.00 2&77.00 7&9&4.00 2212,00 PLEASE FOLD PAGE ALONG THIS LINE Local Information . SChoof District: School Code: County: Munlclpallly: &lIDr YklO'oyou Iivoo m of 12/31/00 Wost Porry 50800 PERRY Extension Amended Return Fiscal Year Fliers, ResIdency Status. R X N P From: To: Resident Nonresident Part. 'roar Resident Type Flier S J M X F D Date of death _,_,_ Single Married, Filing Jointly Married. Filing Separately Final Relurn Deceased -'--1- -'-'- 1a. Gross Compensation, from PA Schedule W-2S. or your Forms W.2, or other statemenls. . . . . . . .1 a. 50,000 1b. Unreimbursed Employee Business Expenses. from PA Schedule UE. .................,.1~ 1c. Net Compensation. Subtract Line 1b from Line 1a. ... ......................... .......1c. 50.000 2. Interest Income. Complete and enclose PA Schedule A, if over $2,500. ...."........... 2. 3. Dividend Income. Complete and enclose PA Schedule B, if over $2,500. . . . . . . . . . . . . . .. 3. 53 4. Net Income or Loss from the Operation of Business, Profession, or Farm. . . . . . . . . . . . . . .4. 26,044 5. Net Gain or Loss from the Sale, Exchange, or Disposition of Property .... . . . . . . .. . . . .. . 5. 10 6. Net Income or Loss from Rents, Royalties, Patents, or Copyrights. . . . . . . . . . . . . . . . . . . . .6. 2.877 7. Estate or Trust Income. Complete and enclose PA Schedule J. .. ..... . ....... .. ..... .... 7. 8. Gambling and Lottery Winnings. ....................... .........................L 9. TotalPATaxablelncome. AddonlytropositiveincaneamolJ1lsfromLilCS 1c,2,3.4,5,6. 7 and 8. DO NOT ADD any losses reported on Lines 4, 5. or 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 9. 78,984 10. Contributions To Your Medical Savings Account. See the instructions. .... . ............ . .10. 12. PATaxLlabJllty Multiply Line 11 by 2.8"10 (0.028)Also enter on Line 13, SIde 2. SIdo1 cOJJ]J ."..".. .12. 78,984 2,212 8 11. AdJusted PA Taxable Income. Subtract Line 10 from Line 9 . .............................11. L 0000114579 EC CD FC CD 0000114579 ---1 ! n~__' v~ !, ..J 0000214577 L PA.40 ~ PAGE20F2 MUMMA JOHN E 198-32-7931 13 2212.00 14 1400,00 15 .00 16 .00 17 .00 18 .00 19 .00 20A 01 208 00 21 ,00 22 ,00 23 ,00 24 ,00 25 ,00 26 ,00 27 ,00 28 1400,00 29 812,00 30 ,00 31 ,00 32 ,00 33 .00 34 .00 35 ,00 36 .00 37 .00 2.212 13. PA Tax Lfablllty. Enter your tax li<Jbillty from LIne 12 on Side 1........,...........,....... 13. 14. Total PA Tax VvHhhcld. from PA Schedule W-2S. or your Forms W-2, or other statements. 15. Credit from your 1999 PA Income Tax Return. ............ 15. 16.2000 Estimated Installment Payments......... ....... ... 16. 17. 2000 Extension Payment. ........................... 17. 18. Nonresident Tax Withheld on your PA Schedule(s) NRK-1. ... 18. 19. Total Estimated Payments and Credits. Add lines 15, 16, 17. and 18. ............... . , ... 19. Tax Forgiveness Credit. Complete lines 20a, 20b, 21. and 22. Read inslrucUons. 20a. FiUng Status: X Unmarried or Separated Married Deceased 20b.Oependenls, Part B, Una 2 PA Schedule SP........,.....,................................,.. 20b 21. Tolal Eliglbillty Income from Part C, Line 11, PA Schedule SP. . . . . . . . . . . . . . . . . . . . . .. . . . . .. 21. 22. Tax Forgiveness Credit from Part 0, Line 16, PA Schedule SP. ........................... 22. 23. Total Credit for Taxes Paid to Other States or Countries. Enclose your PA Schedule G or RK-1. . .. 23. 24. PA Employment lncenlive Payments Credit. Enclose your PA Schedule W. RK-1 or NRK.1. . . .. .. 24. 25. PAJobs Creation Tax Credit, from enclosed certificate or PASchcdule RK.1 or NRK-1. ... .. .... 25. 26. PA Waste Tlfe RecycRng Investment Tax Credit, from enclosed certifICate or PASchedule RK.1 orNRK.1. ,.. 26. 27. PA Research and Development Tax Credit, from enclosed certificate or PA Schedule RK.1 or NRK.1. .... 27. 26. TOTAL PAYMENTS and CREDITS. Add Lines 14, 19, and 221hrou9h 27. ............... .... 28. 29. TAX DUE. If LIne 13 is more than Line 28, enter the difference here. . . . . . . .. . .... .. .. . . .. .. 29. 30. OVERPAYMENT. If LIne 28 is more than line 13, enter the difference here. ......,.......... 30. 31. Refund -Amount of LIne 30 you want as a check mailed to you. ................. Refund 31. 32. Credit - Amount of Line 30 you want as a credit to 'jour 2001 estimated tax account. .......... 32. 33. Donation -Amount of line 30 you want to donate to the Wild Resource Conservation Fund. 33. 34. Donation -Amount of Line 30 you want to donate to the U. S. Olympic Committee, PA DivIsion. 34. 35. Donation - Amount of LIne 30 you want to donate to the Organ Donor Awareness Trust Fund. .. 35. 36. Donation - Amount of Line 30 you want 10 donate to the KorealVletnam Memorial Inc. ....... 36. 37. Donation - Amount of Line 30 you want 10 donate to the Breast and Cervical Cancer Fund. . . . 37. Tha total of Lines 31 through 37 must equal Line 30. Under penalties of perjury, I (we) declant that I (we) have examined this return, Including all accompanying schedule. and statemllntlJ, and to the best of my (our) belief they ani true. correct, and complete. Your Signatural Date: Your Occupation: MANAGER 14. 1.400 20a. -L. -L 1.400 812 Spouse's Signature. If rmng jolnlly: Dale: Spouse's OccupatIon: Preparer or Company Name, other than taxpayor(s) Pre parer or Company Name (Please Print): cc ss cia as SlgnaIUleoltl1ePreparer(OpUonal): L 0000214577 ...J 00002145T1 P~I! 00 NOTCAU. AfJOll1' YOUR ItfFUND UNTIl. BWtrKSAFTtR 'WOO flU!. Side 2 CARLISLE EI.ECTRIC, INC. PAYROLL ACCOl.HH i'l) WJA. 1',(. e,\,l! I~;, f. P,\ 1 "J'.I MID PEW' UAfjl'( HAI~H::,!J''oJII(.i 1'.\ 1,'1" ".I",r \', ~';,. . (.) . r ,t (JI.[,::.. L'~ hdllll ,\1t1l1l111,1 s '0: \'1 "', II;,,' I:: 'l..d~d I h:l"I.'II,;r,.ll\'d lhlll:>o' 'll~. ,1Il.1 1\'1 100- ..... ...,........... .......................... .................. ],':1:1 I \1(,11111i.1 I' (J lHI.\ 15:-l ( ,\I<I,ISI.I.I'.\ 17Vll "," ;J Iii III . 1 J I" 01 ,~ / .~.... I. ~ .' 11'003[;0 III' 1:0 j I j0880 71: b 502 51,"'b"' CARLISLE ELECTRIC, INC. PAYAOLL ACCOUNT J\Jhll E \lllllllllit /'0 flOX 15~ (,\I(I ISLE. /',\ 17UI3 lJlTICER 'ALARY (~U II,,) h:Jcral Withholding Social Security EmpJo} cc \fl;'dlt:ln: l:rnplu)'cc 1':\ - \\'jthhoJding I.o.:al 1":1.,\ OCI..UPiItIOlwll'ri\jh:gc Tit\ 1/'2/'UI 1.9.2) OM -3710() -Ill) 23 -'27loiloi -53 X5 -Il) 23 !')S.32.71J31 t\cd A\illlabk Sl\':~ u_ou U,UU \';K {) UI) OUO l'..\RLlSI.E I:I.ECTR'C. INC. /255l'lan:molll Road I' () Hll\ 158 l'ilrllSh:. Pt\ 170J) 1:'17;~.13.l){,IU lll' (717l6lJ7-2J76 I I/O.I/UI - 11117/01 1.331.89 1,.'1 "I .--' y/rl601 .U"J5J ');! .1}.OJ-100 -2.M!,I)-1 .(,/)') ~J .l.~')~ ~u .lld 52 .JII liV , 3601 :"'. w -, - t.-: :\f f ~<. l\' # (") 0 n c: ", -;-\ -..;i'"i': ::'~ ::-1 ",u "-"o, :!l nlr--r -< ',- .-/ " %t: I J!Tl n fP ~:: 'D ' ~ .r -<, .::;1..1 !..~l.,:. :;:! '~. :r i ~f~~ :~'-~0 ':-? ,3m .-1 =-J ;;> (...,) ~ " ',' MARIBETH J.R. BUCHER, PLAINTIFF VS. ROBERT W. BUCHER, JR., DEFENDANT IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA W NO. 1998-5834 z M Tiverc.c, c~ni CIVIL ACTION - C+tST0DY' z? v n.a c- r~ w 3:10 rye RULE -< AND NOW, this 25 day of V , 2012, upon consideration of the within Petition for Special Relief and To Enforce Marital Settlement Agreement, a Rule is hereby entered against Defendant, ROBERT W. BUCHER, JR., to show cause why the relief requested should not be granted. RULE is issued upon the Defendant to show cause why the Plaintiff, MARIBETH J.R. BUCHER is not entitled to the relief requested. The Defendant shall file an answer to the petition within days of this date. RULE RETURNABLE with hearing thereon the !? day of L9 W1-, 2012, at Q'so o'clock A M. in Courtrooms Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania, 17013-3387. ?sa ?? ?Ca y (G ?? P (lo , ?s` BY THE COUR J. Thomas A. Play a Common Pleas 3u ge IT1 Ti -3;;; (Dry n,,O.led -2[01A A,e c Barbara Sumple-Sullivan, Esquire Supreme Court 432317 549 Bridge Street New Cumberland, PA 17070 (717) 774-1445 MARIBETH J.R. BUCHER, Plaintiff V. ROBERT W. BUCHER, Defendant Docket Number: 98-5834 Civil Action- Divorce NOTICE TO PLEAD To: Maribeth J.R. Bucher Susan Kay Candiello, Esquire 4010 Glenfmnan Place . Mechanicsburg, Pa 17055 C ew. L. 1? ??ai? ?.li? -? Ply You are hereby notified to file a written response to the enclosed Respondent's New Matter to Petition For Contempt and to Enforce Marriage Settlement Agreement within TWENTY (20) DA! from service hereof or a judgment maybe entered against you. 11/1 Dated: August 7, 2012 .'IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLV Barbara Sumple-Sullivan, Esquire Attorney for Defendant 549 Bridge Street New Cumberland, PA 17070-1931 (717) 774-1445 Supreme Court I.D. No. 32317 Barbara Sumple-Sullivan, Esquire Supreme Court #32317 549 Bridge Street New Cumberland, PA 17070 (717) 774-1445 MARIBETH J.R. BUCHER, Plaintiff V. ROBERT W. BUCHER, Defendant IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLV Docket Number: 98-5834 Civil Action- Divorce DENT'S ANSWER AND NEW MATTER TO PETITION FOR CO: AND TO ENFORCE MARRIAGE SETTLEMENT AGREEMENT 1. Admitted. With the clarification that the parties have been divorced since Jan 26, 1999 and are no longer Husband and Wife; however, the Agreement does reference the parties as such. 2. Admitted. With the clarification that the parties have been divorced since Jan 26, 1999 and are no longer Husband and Wife; however, the Agreement does reference the parties as such. 3. Admitted. 4. Admitted. 1 } . i 5. Admitted. It is further noted that pursuant to the Marriage Settlement Respondent was required to execute a Note. Respondent did execute said Note in satisfaction of his contractual obligations imposed by Paragraph 2.C. A true correct copy of the Note is attached hereto as Exhibit A. Petitioner has never any action to enforce or execute on the Note since its execution in 1998. Action the Note is barred by the statute of limitations. 6. Denied. Paragraph 6 is denied as stated. Pursuant to the Note, interest is due payable for sixty (60) months or until November, 2003. Further, it is asserted Note does not attribute monthly interest of $625.00. Rather, as indicated in the amortization attached as Exhibit B run in accordance with the terms of the Note and the exact language of the Note, each monthly payment was "to be applied to interest at the rate of six (6%) per cent per annum and thereafter to reduction principal". Payments were made from December, 1998 to November, 2003 which resulted in satisfaction of all interest due and owing, plus a principal reduction of $17,313.85. No interest is due and owing after the expiration of the sixty (60) month period provided for in the Note and as identified in Paragraph of the Petition. 7. Admitted in part, denied in part. It is admitted that Respondent made additional principal payments totaling $44,000.00, as well as other lump sum funds to Petitioner. It is denied that said sums represented interest due and owing. 2 Further, Respondent satisfied ptinciphl payments based on Petitioner's oral directive requesting he pay certain expenses on her behalf including her share o expenses incurred for the benefit of the parties' children. Respondent tendered such payments, believing same to be credited against any principal payment due her on the Note, in reliance on Petitioner's oral direction to pay her share of expenses. These expenses include, but are not limited, to college tuition and camps, continuation of cash payment after emancipation of the children and termination of Respondent's child support obligations, etc. 8. Denied. It is denied said sum of $133,500.00 is due and owing and proof of is demanded at trial. Respondent incorporates by reference Paragraph 7 of this Answer. 9. Admitted in part, denied in part. It is admitted that the language included in Petitioner's Paragraph 9 is included in the parties' Marriage Settlement Agreement. However, it is denied that there was any breach of the Marriage Settlement Agreement by Respondent as the Agreement required Respondent sign the Note, which he has complied with. Any action on the Note is an independent civil action which is now barred by the statute of limitations. 3 10. Denied. Paragraph 10 is denied as a conclusion of law to which no response is due. By way of further answer, Respondent incorporates by reference Paragraph 9 of this Answer. 11. Denied. Paragraph 11 is factually irrelevant since Respondent has complied wi the terms of the Marriage Settlement Agreement. 12. Denied. Paragraph 12 is denied as a conclusion of law to which no response is due It is denied that counsel fees are due and owing. 13. Denied. Paragraph 13 is denied as a conclusion of law to which no response is WHEREFORE, Respondent requests Petitioner's Petition for Contempt and to Marriage Settlement Agreement be dismissed. RESPONDENT'S NEW MATTER 14. Paragraph 1 through 13 of Defendant's Answer to Petition for Contempt and to Enforce Marriage Settlement Agreement are incorporated herein by reference. 15. Respondent has complied with the terms of the Marriage Settlement Agreement by executing the Note required by Paragraph 2.C. 4 Barbara Sumple-Sullivan, Esquire Supreme Court #32317 549 Bridge Street New Cumberland, PA 17070 (717) 774-1445 MARIBETH J.R. BUCHER, IN THE COURT OF COMMON PLEAS Plaintiff CUMBERLAND COUNTY, PENNSYLV. DOMESTIC RELATIONS SECTION V. ROBERT W. BUCHER, Docket Number: 98-5834 Defendant : VERIFICATION I, Robert W. Bucher, hereby certify that the facts set forth in the foregoing Reply Petition for Contempt and to Enforce Marriage Settlement Agreement are true and correct to best of my knowledge, information and belief. I understand that any false statements made are subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unworn falsification to authoriti Dated: August 6, 2012 to ~ ' ~ MARIBETH J.R BUCHER, PLAINTIFF vs. ROBERT W. BUCHER, DEFENDANT NEW IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ~~ ~- ; ~~ NO. 98-5834 ~~ ~ z -v G, CIVIL ACTION -LAW ~~ N ~„ ~~, IN DIVORCE ~~ a" ~+.~ c~ --~ =' ~ n ~ ~ Z€~ tV [N PETITION FOR CONT~~IP AND TO ENFORCE MARRIAGE SETTLEMENT AGREEMENT Plaintiff, MARIBETH J.R BUCHER, by and through her attorney, Susan Candiello, Esquire, of the Law Firm of Susan Kay Candiello, brings this Petition for and to Enforce Marriage Settlement Agreement and, in support thereof, avers as follows: 14. Paragraphs 1 through 13. of this Complaint are incorporated herein by reference thereto. 15. Agreed. 16. Denied, By way of further explanation, Mr. Bucher waived all rights when he si the note. 17. Denied. 18. Denied. 19. Denied. 20. Denied. WHEREFORE, Plaintiff, MARIBETH J.R BUCHER, hereby respectfully requests this Court enter an Order finding Defendant, ROBERT W. BUCHER, in contempt directing Husband to give to Wife the sum of $133 500.00 as ordered in the Marriage Agreement. Award Plaintiff counsel fees and costs in connection with this instant petition. Respectfully submitted, LAW FIRM OF SUSAN KAY CANDIELLO Dated: August 17, 2012 Susan Kay Can~ello, sqi Counsel for Plain PA I.D. # 64998 4010 Glenfinnan Place Mechanicsburg PA 17055 (717) 724-2278 MARIBETH J.R. BUCHER, Plaintiff v. ROBERT W. BUCHER, JR., Defendant ~`~~~ IN THE COURT OF COMMON PLEAS THE NINTH JUDICIAL DISTRICT No. 1998-5834 -DIVORCE IN RE: CONTINUANCE ORDER OF COURT AND NOW, this 23~d day of August 2012, upon receipt and review of the August 2012 letter from Attorney Sumple-Sullivan requesting a continuance with concurrence of Attorney Candiello, the request for a continuance is GRANTED. parties are to contact this court to arrange a mutually agreeable future date for 1 matter. By the Court, Thorfias A. Placey C. Distribution List: / Barbara Sumple-Sullivan, Esq. 549 Bridge Street New Cumberland, PA 17070 ~ Susan Candiello, Esq. 4010 Glenfinnan Place Mechanicsburg, PA 17055 ~P r e.5 Nei. • jfGi~ ~~~~~oZ ,~/1~~ k c, 23 rr -~~ ~r-~ ..~ LAW OFFICES BARBARA SUMPLE-SULLIVAN S49 BRIDGE STREET NEW CUMBERLAND, PENNSYLVANIA 17070-1931 PRONE: (71'1) 774-1445 FAX: (717) 774-7059 August 23, 2012 The Honorable Thomas A. Placey 1 Courthouse Square, Room 301 Carlisle, PA 17013 E-Mail: mhall a,ccpa.net and Regular Mail Re: Maribeth B. Lucente v. Robert W. Bucher, Jr. Docket Number: 98-5834 Dear Judge Placey: I represent the Respondent, Dr, Robert Bucher. Attorney Candiello represents Petitioner, Maribeth Bucher, A hearing is scheduled before you tomorl•ow at 9:30 a.m. Yesterday afternoon, I had left a voice mail with your cllalnbels indicating that both Attorney Candiello and I were in agreement to continuing the hearing to allow for settlement discussions and further securing financial account information. We had asked that the matter be taken off your calendar. Please confiltin that you will grant the continuance, If you require a formal Motion to be filed for this continuance, please have your staff contact the undersigned or otherwise advise what actions you might require to confirm this request. Thank you. BSS/rs cc: Susan Candiello, Esquire Dr. Robert W. Bucher, Jr. Laa~a~a .~uui~iv-ou111vAi1 MARIBETH J.R. BUCHER, : IN THE COURT OF COMMON PLEAS OF PLAINTIFF : CUMBERLAND COUNTY, : PENNSYLVANIA VS. ZC : NO. 98-5834 =M ROBERT W. BUCHER, : CIVIL ACTION -LAW DEFENDANT : IN DIVORCE r-- ---- < MOTION TO MOVE FORWARD WITH THE PETITidN Cn TO ENFORCE MARRIAGE SETTLEMENT AGREEMENr I. Plaintiff, MARIBETH J.R. BUCHER, reached a verbal settlement with Defendant, ROBERT W. BUCHER. 2. The Defendant has not followed through with the verbal agreement. 3. Therefore the Plaintiff is renewing her original complaint and wishes to continue with the court proceeding. WHEREFORE, Plaintiff, MARIBETH J.R. BUCHER,hereby respectfully requests that this Court enter an Order scheduling a hearing in this matter. Respectfully submitted, LAW FIRM OF SUSAN KAY CANDIELLO Dated: March 28,2013 Susan Kay Candie Esquire - Counsel for Plai i PA I.D. # 64998 4010 Glenfinnan Place Mechanicsburg PA 17055 (717) 724-2278 VERIFICATION The undersigned hereby verifies that the facts averred in the foregoing document are true and correct to the best of her knowledge, information, and belief. This verification is made subject to the penalties of 18 Pa. C.S.A. §4904 relating to unsworn falsification to authorities. DATED: MARIBETH BUCHER MARIBETH J.R. BUCHER, Plaintiff &t V. IN THE COURT OF COMMON PLEAS OF THE NINTH JUDICIAL DISTRICT 1998-05834 ROBERT W. BUCHER, JR., Defendant IN DIVORCE IN RE: MOTION TO MOVE FORWARD WITH THE PETITION TO ENFORCE MARRIAGE SETTLEMENT AGREEMENT ORDER OF COURT AND NOW, this 24th day of April 2013, upon consideration of the Motion to Move Forward with the Petition to Enforce Marriage Settlement Agreement, following a review of the file and it appearing that the hearing on the Rule to Show Cause was continued to the call of the parties, a HEARING is scheduled for 8 May 2013, at 2:30 p.m. . in Courtroom Number Six of the Cumberland County Courthouse, Carlisle, Pennsylvania, at which time each side is allotted one hour to present/cross examine witnesses. B Thomas WPIacey C.P.J. C: Distribution: w-'-�Barbara Sumple-Sullivan, Esq. al�' Veslusan Candiello, Esq. :z LL Y 3 7a v ( MARIBETH J.R. BUCHER, ` Plaintiff a V. IN THE COURT OF COMMON PLEAS OF THE NINTH JUDICIAL DISTRICT 1998-05834 ROBERT W. BUCHER, JR., Defendant IN DIVORCE IN RE: PETITION TO ENFORCE MARRIAGE SETTLEMENT AGREEMENT ORDER OF COURT AND NOW, this 16th day of July 2013, following a hearing on the Petition to Enforce Marriage Settlement Agreement held on 8 May 2013 the following findings of fact are made in advance of the decision: 1. The parties entered into a Marriage Settlement Agreement (Agreement) on 2 November 1998 that was recorded on 25 January 1999; 2. This Agreement was incorporated into the 26 January 1999 Divorce Decree; 3. This Agreement identified a note to be held by Plaintiff from Defendant in the amount of$125,000.00; 4. The Agreement called for Defendant to make monthly payments of $625.00 applied first to interest at a rate of 6%, with all principle and unpaid interest being due sixty (60) months from the commencement of payment; 5. The only term in the note beyond the Agreement was for a collection fee of 5% ($6250.00); 6. In the intervening years the parties' accounting for the payments on this note is jointly and severally absent; 7. In want of a semblance of an account reconciliation, it is found Defendant has made the sixty payments under the terms of the Agreement and note; 8. Each party has unilaterally attempted to unsuccessfully modify or change their beliefs in the terms, conditions, payments, and credits due under the note; 9. The only post sixty month credits found to be due towards this note are $12,000.00 paid in 2010, $6,000.00 paid in 2011, and $25,000.00 paid in 2012, for a total of$43,000.00; 10. Additional payments, offsets or overages for interest, alimony, child support, tuition, and family expenses are not part of the note and are not being applied against the note; 11. It is found Defendant's making of the required sixty (60) months of payments towards the note consisted of all interest with a balloon payment for the remaining balance, $125,000.00, being due on or before the expiration of the sixty (60) months; 12. In June 2012, Plaintiff sought the enforcement the Agreement and note and further requested full enforcement for all costs and expenses incurred in collection per the terms of the note; 13. Payment in full of the note would have been due in calendar year 2003,' which is nine (9) years before Plaintiff sought collection; 2 14. The delay in enforcement of the Agreement in the court order is not barred by any doctrine of (aches or statutory limitations; 15. Therefore, Defendant is found to be delinquent in the payment on the Agreement and note in the amount of$72,000.00 plus collection fees of $6,250.00. The Petitioner's request for special relief is GRANTED without offset for any payments made by Defendant outside the terms of the note and without interest outside the terms of the note. Defendant shall pay the lump sum remaining on the note and collection fee of$78,250.00 within 30 days of the date of this decision. B URT, Thomas A.'Placey C.P.J. Distribution: ✓Barbara Sumple-Sullivan, Esq. ./Susan Candiello, Esq. C-� 70 r C: C3 E5 C) C gar -C, 3 MARIBETH J.R. BUCHER, IN THE COURT OF COMMON PLEAS OF._ PLAINTIFF CUMBERLAND COUNTY, .;. PENNSYLVANIA s Z r, VS. NO. 98-5834 Nr ro mac; ROBERT W. BUCHER, CIVIL ACTION - LAW DEFENDANT IN DIVORCE me z s- zo � c>1r m� w - PETITION FOR CONTEMPT, TO ENFORCE ORDER AND FOR ATTORNEY'S FEES AND EXPENSES Plaintiff, MARIBETH J.R. BUCHER, by and through her attorney. Susan Kay Candiello, Esquire, brings this Petition for Contempt and to Enforce the Order entered on July 16",2013, and collect Attorney's Pees and Expenses and, in support thereof, avers as follows: 1. A hearing was held on May 8,2013, which resulted in an Order filed on July 16, 2013, in which the Defendant, Robert W. Bucher, was ordered to pay to Maribeth J.R. Bucher, the sum of$78.250.00 within 30 days of the date of this decision. 2. Thirty days from the decision was August 16, 2011 and no payment was received, Ms. Bucher tried to contact Mr. Bucher.but was unsuccessful. 3. In speaking with her daughter, Ms. Bucher learned that Mr. Bucher never intended to pay the moneys ordered by this court. 4. August 19, 2013. Ms. Bucher's counsel called Mr. Bucher's counsel, and learned Mr. Bucher was attempting to get the money, but as yet could not give her a specific date when he would have the money. c 0 9 Rep,17o / 5. Ms. Bucher asks that this court find Mr. Bucher in contempt of the order, and grant her reasonable fees for her delay in getting this money, and reasonable attorney's fees and expenses. WHEREFORE. Plaintiff, MARIBETH J.R. BUCHER,hereby respectfully requests that this Court enter an Order finding Defendant, ROBERT W. BUCHER, in CONTEMPT of the Order dated July 16, 2013, and direct that the Defendant. ROBERT W. BUCHER, be ORDERED to pay to her reasonable Fees resulting from the delay in getting her money and direct he also pay her reasonable attorney's fees and expenses. Respectfully submitted, LAW FIRM OF SUSAN KAY CANDIELLO Dated: August 20. 2013 Susan Kay Candi ll Esquire Counsel fw Plgintif PA I.D. #64998_, 710 Gladstone Court Mechanicsburg PA 17055 (717) 724-2278 LAW FIRM OFSUSAN KAY CANDIELLO Nurse/Attorney V 710 Gladstone Court, Mechanicsburg, PA, 17055 A,i (717)724-2278 Fax: (717) 724-2279 August 20, 2013 Invoice Number: 2529 Bucher Maribeth Date description $0 Hours Rate Totalli Previous Balance .00] 811 912 01 3 Draftingand Phone Calls L50 $225.00 $337 50 (2)Phone Calls to Client Phone Call to Judge Placvs office, (2)Phone Calls to Barbara Sumple-Sullivan, Drafting Petition. 812012013 Travel 1.50 5225.00 $33250 Travel to and from and filing Petition. _ Amount Due 3.00 $615.00 Interest at 1.5% on upaid balance Page, MARIBETH J.R.BUCHER, : IN THE COURT OF COMMON PLEAS OF PLAINTIFF : CUMBERLAND COUNTY, : PENNSYLVANIA r C-) VS. c CM :.. : NO. 98-5834 -,; ROBERT W. BUCHER, : CIVIL ACTION- LAW i� --0 �r-- DEFENDANT : IN DIVORCE � �� >Q o CD a WITHDRAWAL OF PETITION FOR CONTEMPV-' O ENFORCE ORDER AND FOR ATTORNEY'S FEES AN]Cr EXPENSES AND NOW, this day of August, 2013, the Plaintiff, MARIBETH J.R. BUCHER, withdrawals the Petition for Contempt, to Enforce Order and'for Attorney's Fees and Expenses. Respectfully submitted, LAW FIRM OF SUSAN KAY CANDIELLO Dated: August 27, 2013 Susan Kay Candi 1 o, Esquire Counsel for Pl f PA I.D. # 64998 710 Gladstone Court ; Mechanicsburg PA 17055 (717) 724-2278