HomeMy WebLinkAbout01-0222 FX
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
LESLIE R. McKENZIE,
PENNA.
STATE OF
No. 01-222 CIVIL
Plaintiff
VERSUS
LINDA D. McKENZIE,
Defendant
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-3 t{;>1 PA . :
DECREE IN
DIVORCE
DEe::: T~:~'~~"Km"
2002
, IT tS ORDERED AND
, PLAINTIFF,
LINDA D. McKENZIE
, DEFENDANT,
AND
ARE DIVORCED FROM THE BONDS OF MATRtMONY.
THE COURT RETAINS JURISDICTtON OF THE FOLLOWING CLAIMS WHICH HAVE
BEEN RAtSEO OF RECORD IN THIS ACTtON FOR WHtCH A FINAL ORDER HAS NOT
YET BEEN ENTERED;
N/A
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ROTHONOTARY
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LESLIE R. MCKENZIE,
Plaintiff
vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01-222 CIVIL
LINDA D. McKENZIE,
Defendant
IN DIVORCE
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PRAECIPE TO TRANp!'it,T RECORD
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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
~ 3301(C) of the Divorce Code.
2. Date and manner of service of the complaint:
Acceptance of Service by Hubert X. Gilroy, ESQuire, attorney for
Linda D. McKenzie.
3. (Complete either paragraph (a) or (b).)
(a) Date of execution of the affidavit of consent
required by ~ 3301(c) of the Divorce Code: by plaintiff June 3.
2002; by defendant June 4, 2002.
(b) (1) Date of execution of the
~ 3301(d) of the Divorce Code:
filing and service of the plaintiff's
respondent
affidavit required
(2) Date of
affidavit upon the
by
4. Related claims pending:
NONE
5. (Complete either (a) or (b).)
(a) Date and manner of service of the notice of
intention to file praecipe to transmit record, a copy of which is
attached:
(b) Date plaintiff's Waiver of Notice in ~ 3301(c)
Divorce was filed with the prothonotary: June 7, 2002.
Date defendant's Waiver
was filed with the prothonotary:
Divorce
203
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LESLIE R. McKENZIE,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 222 CIVIL
LINDA D. McKENZIE,
Defendant
IN DIVORCE
ORDER OF COURT
AND NOW, this
7'tk-
day of
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2002, the economic claims raised in the proceedings having
been resolved in accordance with a marital settlement
agreement dated June 3, 2002, the appointment of the Master
is vacated and counsel can file a praecipe transmitting the
record to the Court requesting a final decree in divorce.
BY THE COURT,
cc:
Dale F. Shughart, Jr.
Attorney for Plaintiff
Hubert X. Gilroy
Attorney for Defendant
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MARITAL SETTLEMENT AGREEMENT
THIS MARITAL
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SETTLEMENT AGREEMENT, made this ~ day of
, 2002, by and between LESLIE R. McKENZIE,
hereinafter called "Husband" and LINDA D. McKENZIE, hereinafter
called "Wife".
WITNESSETH:
WHEREAS, the parties hereto are Husband and Wife who were
married on September 24, 1987 and separated on April 12, 2000,
and
WHEREAS, Husband has instituted divorce proceedings in the
Court of Common Pleas of Cumberland County, Pennsylvania to No.
01-222 which is scheduled for a Master's hearing on June 7, 2002;
and
WHEREAS, the parties desire to settle fully and finally
their respective financial and property rights and obligations as
between them, including without limitation by specification;
settling all matters between them related to the ownership and
equitable distribution of real and personal property and related
economic claims including alimony; and in general the settling of
any and all claims or possible claims of one against the other or
against their respective estates; and
WHEREAS, the Husband and Wife are both represented by legal
counsel who has advised them of their respective rights,
privileges, duties and obligations relative to his property
rights and interests arising from their marital relationship; and
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WHEREAS, each party is fully familiar with the marital
property and with their respective rights and obligations under
the Divorce Code, and both parties now desire to settle and
determine his and her property rights and claims under the
Divorce Code, including all claims regarding divorce, equitable
distribution of marital property, alimony, and related economic
claims.
NOW, THEREFORE, the parties hereto, intending to be legally
bound hereby, do agree as follows:
1. Upon execution of this Agreement the parties' attorneys
shall notify the Master this case is settled and provide the
Master with a copy of this Agreement and file withdrawals of
economic claims with the Prothonotary. Contemporaneously with
the execution of this Agreement, both parties shall execute
Consents to Divorce and Waivers of Notices. Wife's attorney
shall deliver her Consent and Notice to Husband's attorney on
Monday, July 1, 2002. Husband's attorney shall then file the'same
and a Praecipe to Transmit with the Prothonotary. The wife's
attorney may deliver the sum of Nine ($9.00) Dollars to Husband's
attorney and shall be provided a certified copy of the Decree.
Neither party shall do anything to delay or deny the entry of
such a Decree, or fail to do anything required to obtain the
Decree in breach of this Agreement.
2. Pending the entry of a Divorce Decree, the parties shall
live separate and apart from each other at such places as he and
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she may chose. Each party shall respect and act consistent with
the other party's right to maintain a separate existence as
though he and she were unmarried.
3. This Agreement and all warranties and representations
contained herein shall survive the Divorce Decree and shall
continue to be enforceable in accordance with its terms. No
court may change the terms of this Agreement, and it shall be
binding and conclusive upon the parties. An action may be
brought at law, in equity, or pursuant to the provisions of the
Divorce Code to enforce this Agreement by either Husband or Wife.
In the event of a reconciliation, attempted reconciliation or
other cohabitation of the parties hereto after the date of this
Agreement, this Agreement shall remain in full force and effect
in the absence of a written Agreement signed by the parties
expressly stating that this Agreement has been revoked or
modified.
4. The parties hereto have divided between them, to their
satisfaction, all items of tangible marital personal property,
including household furnishings, motor vehicles, boats and other
similar property. Neither party shall make any claim to any such
items of marital property in the possession of the other party.
Should it become necessary, the parties each agree to sign, upon
request, any further titles or documents necessary to give effect
to this paragraph.
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5. The parties have divided between them to their mutual
satisfaction all intangible personal property consisting of cash,
bank accounts, annuities, securities, insurance policies, pension
and retirement rights, whether vested or contingent, and all
other such types of property. The parties hereby agree that all
such intangible property presently in the possession of or titled
in the name of the Husband shall be his sole and separate
property and that in the possession of or titled in the name of
the Wife shall be her sole and separate property. Each party
hereby expressly waives any right to claim ownership of or any
beneficial interest in any such accounts or life insurance
policies of the other, vested or contingent, each party to retain
full ownership of such rights as his and her sole and separate
property.
6. Contemporaneously with the execution of the Agreement,
Husband shall pay Wife the sum of $250, representing one-half of
the cost of the real estate appraisal.
7. Both parties are obligated on a second mortgage loan at
Allfirst Bank, Account No. 113945928002 secured against the
wife's non-marital property 163 Kline Road, Shippensburg, PA,
with a balance due of $5,146.05 on May 30, 2002. Wife shall be
solely responsible for making payment of this loan in monthly
installments until said loan is paid in full, in approximately
two and one-half years. Except as herein provided both parties
covenant and agree that all joint debts existing at the time of
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separation has been paid in full, and all joint credit cards have
been cancelled. Each party agrees to indemnify and save and hold
harmless the other from and against all such debt, liabilities or
obligations of every kind which may have heretofore been incurred
between them, except the obligations arising out of this
Agreement.
8. Both parties covenant, warrant, represent and agree that
each will now and at all times hereafter save and keep the other
indemnified against all debts, charges, liabilities incurred by
the other after the execution of this Agreement and neither of
them shall hereafter incur any liability whatsoever for which the
Estate of the other may be liable. Each party further agrees to
indemnify and save and hold harmless the other from any and all
liabilities he or she may incur upon the obligations of or
assumed by the other, which indemnification as to all provisions
of this Agreement shall include the right to recover out of
pocket expenses and reasonable attorney fees actually incurred.
9. Husband is currently paying wife spousal support of
$398.67 per month, together with maintaining monthly medical
insurance on the Wife at cost to the Husband of $121.33 per
month, pursuant to an Order of Court dated June 20, 2000, as
amended April 5, 2002, to Docket No. 383 Support 2000, PACSES No.
418102263. This obligation shall terminate effective June 30,
2002. Wife's attorney shall promptly deliver a copy of this
Agreement to the Cumberland County Domestic Relations Office with
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notification to terminate such Order of spousal support effective
June 30, 2002. Husband shall notify his employer to terminate
wife's medical insurance coverage effective the same date. The
Cumberland County Domestic Relations Office shall calculate the
credit balance or arrearage existing in the aforesaid account
through June 30, 2002 and shall provide such calculation to
attorneys for both parties. In the event of a credit balance,
the amount of that credit balance shall be reduced from Husband's
alimony payments due and owing to the Wife as hereinafter
provided by reduction from the next monthly payments due and
owing. In the event of an arrearage, Husband shall pay the
amount of the arrearage directly to the Wife in full not later
than July 31, 2002.
10. Husband shall pay alimony to wife, effective July 1,
2002, in the sum of $350 per month which shall be due and payable
in the sum of $175 twice monthly, with payments due on or before
the 1st and the 15th day of each successive month. Payments
shall be deemed made on the date of their postmark. Said
payments of $175 each shall be made directly by the Husband to
the Wife for a period of three years, the last payment being due
and owing on June 15, 2005. Thereafter, Husband shall continue
making monthly alimony payments of $200 per month, effective July
1, 2005, for a period of two consecutive years, terminating on
June 15, 2007. These payments shall be made directly by the
Husband to the Wife by two semi-monthly payments of $100 each,
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due on or before the 1st and 15th day of each month, as
aforesaid.
Should Husband fail to make any payment due and owing to the
wife on or before its due date, the Wife shall be entitled to
have this Alimony Agreement entered as an Order of Court through
the Cumberland County Domestic Relations Office and to require
payment to be made by wage attachment of the Husband's earnings.
Husband shall cooperate fully with the Wife in regard to the
payment of alimony through Cumberland County Domestic Relations
Office in the event of default by Husband.
The obligation of the Husband to pay alimony to the wife
shall terminate upon the happening of any of the following
events:
1. The wife's remarriage;
2. The death of the wife; or
3. The death of the husband.
The foregoing Agreement regarding alimony shall be non-
modifiable and shall not be affected by changes in the earnings
or earning capacities of the parties and if not previously
terminated shall terminate conclusively on June 30, 2007, upon
payment in full of all monthly payments due and owing hereunder.
11. The payments made as set forth in Paragraph 10 above,
are intended by the parties to constitute alimony under IRe 71,
and as such to be included in the income of the wife and
deductible by the Husband. If application hereof results in
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Husband having made "excess alimony payments" as defined IRC
71(f), the Wife shall pay to the Husband an amount equal to the
tax savings actually realized her as a result of any deduction
allowed her by the Internal Revenue Service under IRC 71(f) (1)
(b), payable when realized. For purposes of the foregoing, the
tax savings shall be calculated using wife's tax bracket for the
year in which the deduction is taken. If the Wife is entitled to
such a deduction, she hereby agrees to claim the same as promptly
as permitted and to remit the resulting savings to the Husband
without delay upon receipt.
12. Both parties agree that the hereinabove set forth
Agreement constitutes an equitable distribution of their marital
property, an itemization of which is attached hereto, made a part
hereof and marked Exhibit "A", and equitable resolution of all
other economic claims pursuant to the provisions of the Divorce
Code and each party irrevocably waives, releases, and remises any
claim to ownership of or interest in any property designated as
the property of the other by virtue of the provisions of this
Agreement except as may otherwise be provided pursuant to the
provisions of this Agreement.
13. Husband does hereby release, remise, quitclaim and
forever discharge the Wife and the estate of the Wife from any
and all claims he now has, ever may have or can at anytime have
against the Wife or her estate of any part thereof, whether
arising out of formal contracts, engagements or liabilities of
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the Wife, arising by way of widower's right or under the
Intestate Law, arising by any right to take against the Wife's
Will, arising under the Divorce Code, Act No. 26 of 1980, as
amended, including, alimony, alimony pendente lite, counsel fees
and expenses, arising as a right to spousal support or arising by
any nature whatsoever, excepting only those rights accorded to
the Husband under this Agreement.
14. Wife does hereby release, remise, quitclaim and forever
discharge the Husband and the estate of the Husband from any and
all claims she now has, ever may have or can at anytime have
against the Husband or his estate or any part thereof, whether
arising out of formal contracts, engagements or liabilities of
the Husband, arising by way of the widow's right or under the
Intestate Law, arising by any right to take against the Husband's
Will, arising under the Divorce Code, Act No. 26 of 1980, as
amended, including, alimony, alimony pendente lite, counsel fees
and expenses, arising as a right to spousal support or arising by
any nature whatsoever, excepting only those rights accorded to
the wife under this Agreement.
15. If either party to this Agreement resorts to a law suit
or other legal action pursuant to the provisions of the Divorce
Code or otherwise to enforce the provisions of this Agreement,
the successful party shall be entitled to recover his or her
reasonable counsel fees, actually incurred, from the other as a
part of the judgment entered in such legal action, whether in
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law, in equity, pursuant to the provisions of the Divorce Code or
otherwise, as the same shall be determined by the Court.
16. The parties do hereby warrant, represent and declare
and do acknowledge and agree that each is and has been fully and
completely informed of and is familiar with and is cognizant of
the wealth, real and/or personal property, estate and assets,
earnings and income of the other and that each has made a full
and complete disclosure to the other of his and her entire assets
and liabilities and any further enumeration or statement thereof
in this Agreement is specifically waived.
17. This Agreement constitutes the entire understanding of
the parties. There are no covenants, conditions, representations
or agreements, written or oral, of any nature whatsoever, other
than those herein contained.
18. This Agreement is subject to modification only by a
subsequent legal writing signed by both parties. It shall be
construed according to the laws of the Commonwealth of
Pennsylvania.
19. The Husband and Wife acknowledge that each of them has
read and understands his and her rights and responsibilities
under this Agreement, that he and she have executed this
Agreement under no compulsion to do so but as a voluntary act,
being apprised of its consequences.
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20. This Agreement shall bind and inure to the benefit of
the parties hereto and their respective heirs, executors,
administrators, successors and assigns.
IN WITNESS WHEREOF, the parties hereto have set their hands
and seals the day and year first above written.
Witness:
[SEAL]
~I"L- ~. 1-1\(' ~ . ([SEAL]
Linda D. McKenzie ~ -
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND et
On this, the 3 day of ~ ' 2002,
before me, the undersigned officer, personally appeared Leslie R.
McKenzie, known to me (or satisfactorily proven) to be the
person(s) whose name(s) is subscribed to the within instrument,
and acknowledged that he executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I have set my hand and official seal.
NOTAIllAL SI!AL
BONNIE L. covu, NOTARY PUBLIC
IORC OF CARUsu, CUMBE"LAND COUNTY
MY COMMISSION EllI'I"ES OCTOIE" l7 2002
~Y~.jSEAL]
COMMONWEALTH OF PENNSYLVANIA /
COUNTY OF CUMBERLAND
On this, the ~j.. day of J~ ' 2002,
before me, the undersigned officer, personally appeared Linda D.
McKenzie, known to me (or satisfactorily proven) to be the
person(s) whose name(s) is subscribed to the within instrument,
and acknowledged that she executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I have set my hand and official seal.
t2Yk ~ G-CA> ,,^^-,SEAL]
Notarial Seal
Bridget Ann Corcoran, Notary Public
Carlisle Bora, Cumberland County
My Commission Expires June 10, 2002
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LESLIE R. McKENZIE,
Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
Vs.
: 01-222 CIVIL
LINDA D. McKENZIE,
Defendant
: IN DIVORCE
PROPOSED DIVISION OF
MARITAL PROPERTY
LESLIE MCKENZIE
LINDA MCKENZIE
Asset
Allfirst Checking account
Allfirst Saving account
Value
$ 5,188.00
$ 8,227.00
Asset Value
Patriot FCU, Prime Account $ 5,990.00
Patriot FCU Draft Account $ 965.00
Franklin Financial Stock-non-marital$ 0.00
II 72 shares gifted at
40,752.50 current 1,348 shares
@16.25=22,579
J. Schoenman retirement, Unknown
if any.
Washington National Account
Monumental Life cash surrender
Washington National Acct.
$ 7,069.00 Monumental Life Cash $ 5,978.00
Surrender value
Monumental Life, IRA $ 1,529.00
1996 Chevy Tahoe $ 6,174.00 1996 Olds Achieva $ 3,000.00
15,580 less loan 9,406= (trade in value)
1996 Volkswagen Jetta-$8,000 $ 5,482.00
sale price less loan 2,518=
1997 Polaris 4 wheeler $ 2,850.00 Increase in value on 163 $33,000.00
($2,850 sale price) Kline Road, Shippensburg
8 x 10 utility trailer $ 550.00 (non-marital)
38,000.00 less mortgage
of 5,000
Exhibit "A"
To Marital Settlement Agreement
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Riding lawn mower
Shed
Appliances
$ 1,000.00
$ 500.00
$ 500.00
1988 19ft Renken
boat
$ 4.000.00
$
Totals:
$41,069.00
$50,933.00
Values based upon date of separation as to intangible personal property and non-marital property
and dates of sale, transfer as to motor vehicles.
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Exhibit "A-I"
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vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01- .2.1J.-CIVIL
LESLIE R. McKENZIE,
plaintiff
LINDA D. McKENZIE,
Defendant
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in court. If you wish to defend against
the claims set forth in the following pages, you must take prompt
action. You are warned that if you fail to do so, the case may
proceed without you and a decree of divorce or annulment may be
entered against you by the court. A judgment may also be entered
against you for any other claim or relief requested in these
papers by the plaintiff. You may lose money or property or other
rights important to you, including custody or visitation of your
children.
When the ground for the divorce is indignities or
irretrievable breakdown of the marriage, you may request marriage
counselling. A list of marriage counselors is available in the
Office of the Prothonotary at Cumberland County Courthouse,
Carlisle, Pennsylvania.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF
PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE
OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO
CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE.
IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE,
GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO
FIND OUT WHERE YOU CAN GET LEGAL HELP.
Cumberland County Bar Association
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01- .2.2.2- CIVIL
LESLIE R. McKENZIE,
Plaintiff
LINDA D. McKENZIE,
Defendant
IN DIVORCE
COMPLAINT UNDER SECTION 3301(0) or 3301(d)
OF THE DIVORCE CODE
1. Plaintiff is Leslie R. McKenzie, who currently resides
at 100 Kimble Avenue, Apt K-122, Salem, Virginia 24153, since
September, 2000.
2. Defendant is Linda D. McKenzie, who currently resides at
163 Kline Road, Southampton Township, Cumberland County,
Shippensburg, Pennsylvania 17257, since 1977.
3. Defendant has been a bona fide resident in the
Commonwealth for at least six months immediately previous to the
filing of this Complaint.
4. The Plaintiff and Defendant were married on
September 24, 1987.
5. The parties separated on April 12, 2000.
6. There have been no prior actions of divorce or for
annulment between the parties.
7. The marriage is irretrievably broken.
8. Plaintiff has been advised of the availability of
marriage counselling and that the Plaintiff may have the right to
request that the court require the parties to participate in
counselling.
WHEREFORE, Plaintiff requests the Court to enter a decree of
divorce.
I verify that the statements made in this Complaint are true
and correct. I understand that false statements herein are made
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subject to the penalties of 18 Pa. C.S. ~4904, relating to
unsworn falsification to authorities.
Date:
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By:
Leslie
Dale F. Sh h
Attorney for plaintiff
35 East High Street, Suite 203
Carlisle, PA 17013
(717) 241-4311
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DALE F. SHUGHART, JR.
ATTORNEY AT LAW
35 EAST HIGH STREET
SUITE 203
CARLISLE. PENNSYLVANIA 17013
Telephone 17171 241.4311
Facsimile (7171 241.4021
OF COUNSEL
HAMILTON C. DAVIS
LEGAL ASSISTANT
BONNIE L. COYLE
February 18, 2002
Hubert X. Gilroy, Esquire
BROUJOS & GILROY
4 North Hanover Street
Carlisle, PA 17013
RE: Leslie R. McKenzie - Linda D. McKenzie
No. 01-222 Civil
Dear Hubert:
I received your Pr~trial Statement.
and 2001 income tax . returns , W-2s
previously did give me two W-2s and
You did not include Year 2000
or 1099s. Please note you
one 1099 for Year 2000.
I will provide the identical informatio~ for Mr. McKenzie to you as
soon as I receive it from him. .
Also, on June 26, 2001 you advised me that Mrs. McKenzie had an
F & M Bank IRA and promised to provide me with written confirmation
of its value at the date of separation. I have not received that
IRA statement; and further, you failed to state it in your Pretrial
Statement. Kindly provide me with that information as you
promised, as soon as possible.
Since our pretrial conference is on April 15, there should be no
problem exchanging tax returns for both parties prior to that date.
Thank you for your anticipated cooperation.
Very truly yours,
DFS,JRlbc
Dale F. Shughart, Jr.
cc . E. Robert Elicker, II, Divorce Master
Leslie R. McKenzie
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JOHN H. BROUJ05
HUBERT X. GILROY
BROUJOS & GILROY, P. c.
ATTORNEYS AT LAW
4 NORTH HANOVER STREET
CARUSLE, PENNSYLVANIA 17013
February 11, 2002
E. Robert Elicker, II, Esquire
Divorce Master
9 North Hanover Street
Carlisle, P A 17013
Re: McKenzie v McKenzie
Dear Bob:
Enclosed is the Defendant's Pre-Trial Statement in the above marter.
Sincerely yours,
~
Hubert X. Gilroy
dca
Enclosure
cc: Dale F. Shughart, Esquire (wI enclosure)
Linda D. McKenzie (wI enclosure)
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TELEPHONE: (717) 243-4574
FACSIMILE: (717) 243-8227
INTERNET: brgilroypc@ao1.com
NON-ToLL FOR HARRISBURG AREA
717-766-1690
v
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 01 - 222 CIVIL
LESLIE R. McKENZIE,
Plaintiff
LINDA D. McKENZIE,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
PRAECIPE
TO THE PROTHONOTARY:
Please enter the appearance of Hubert X. Gilroy, Esquire, of Broujos 8r Gilroy,P. C. on
behalf of the Defendant, Linda D. McKenzie, in the above captioned case.
On behalf of the Defendant, I hereby accept service of the Divorce Complaint in the
above matter, said service being accomplished on January 17, 2001.
:!~d I
Da e
{)#(o
Hubert X. Gilroy, Esqu' e
Attorney for Defend t
Broujos 8r Gilroy, .c.
4 North Hanover Street
Carlisle, PA 17013
(717) 243-4574
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JOHN H. BROUJOS
HUBERT X. GiLROY
BROUJOS & GILROY, P.e.
ATTORNEYS AT LAW
4 NORTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE: (717) 243-4574
FACSIMILE: (717) 243-8227
jbroujos@broujosgilroy.com
hgilroy@broujosgilroy.com
NON-ToLL FOR HARRIsBURG .AREA
717-766-1690
June 6, 2002
E. Robert Elicker, II, Esquire
Office of the Divorce Master
9 North Hanover Street
Carlisle, P A 17013
Re: McKenzie v McKenzie
Dear Bob:
The parties have reached an agreement in the above matter and the parties have signed a
Settlement Agreement. Enclosed is a copy of the Agreement.
The Master's hearing scheduled for Friday may be cancelled.
Sincerely yours,
dca
Enclosure
cc: Linda D. McKenzie
Dale F. Shughart, Jr., Esquire
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>~ LE"SUE R. McKENZIE
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
LINDA D. McKENZIE
DATE:
Plaintiff
CIVIL ACTION LAW
VS.
NO.
. 01 - 222
IN DIVORCE
19
CIVIL
Defendant
STATUS SHEET
ACTIVITIES:
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LESLIE R. McKENZIE,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 222 CIVIL
LINDA D. McKENZIE,
Defendant
IN DIVORCE
TO: Dale F. Shurghart, Jr.
Attorney for plaintiff
Hubert X. Gilroy Attorney for Defendant
DATE: Friday, December 14, 2001
CERTIFICATION
I certify that discovery is complete as to the claims
for which the Master has been appointed.
OR IF DISCOVERY IS NOT COMPLETE:
(a) Outline what information is required that is not
complete in order to prepare the case for trial
and indicate whether there are any outstanding
interrogatories or discovery motions.
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(b) Provide approximate date when discovery will be
complete and indicate what action is being taken
to complete discovery.
DATE
COUNSEL FOR PLAINTIFF
COUNSEL FOR DEFENDANT
NOTE:
PRETR~ DIRECTIVES WILL NOT BE ISSUED FOR THE
FI~.0F PRETRIAL STATEMENTS UNTIL COUNSEL HAVE
CER~IED THAT DISCOVERY IS COMPLETE, OR OTHERWISE
AT THE MASTER'S DISCRETION.
AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL
OR A PARTY TO THE ACTION, IF NOT REPRESENTED BY
COUNSEL, INDICATING THAT DISCOVERY IS NOT
COMPLETE, THE DIRECTIVE FOR FILING OF PRETRIAL
STATEMENTS WILL BE ISSUED AT THE MASTER'S
DISCRETION. HOWEVER, IF BOTH COUNSEL, OR A
PARTY NOT REPRESENTED, CERTIFY THAT DISCOVERY
IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED
TO THE MASTER'S OFFICE WITHIN TWO (2) WEEKS OF
THE DATE SHOWN ON THE DOCUMENT.
-P'O~
-
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LESLIE R. McKENZIE,
Plaintiff
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: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
v
: NO. 01 - 222
CIVIL TERM - LAW
LINDA D. McKENZIE,
Defendant
: IN DIVORCE
PRE-TRIAL STATEMENT OF DEFENDANT LINDA D. McKENZIE
Defendant, Linda D. McKenzie, by her attorneys, Broujos & Gilroy, P.C., sets forth the
following in accordance with Pennsylvania Rule of Civil Procedure 1920.33(B):
1
Defendant Linda D. McKenzie (Wife) was born on January 10, 1951 and she is
currently fifty-one years old. Her health is generally good. She has a high school diploma
with one and a half years of medical secretarial school. This is her second marriage, with
two children from her first marriage, both of whom are adults. She currently works at
Central Pennsylvania Hematology and Medical Oncology Associates as a medical
secretary. She has been employed at this position for four (4) years. It is a full-time
position, with her hours at forty hours per week. Her salary at this position in 2001 was
$23,092.00. Benefits with this position include 100% coverage of health insurance, a
401K Plan, and various holiday and vacation pay.
~rs. McKenzie also works part-time at One-Stop, a convenience store in
Shippensburg. She works ten (10) hours a week at $6.00 per hour. This position has no
,
benefits. She has been working at that position for six (6) years.
1 ~
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2
Plaintiff Leslie R. McKenzie (Husband) was born May 1, 1953 and is currently
forty-nine years old. This is his second marriage, and he has two adult children from his
first marriage. Defendant believes Plaintiff's health is generally good. Plaintiff has a
high school education. Plaintiff is employed with Sheetz as a truck driver, but Defendant
believes Plaintiff's employment may have changed over the past few months to a
supervisory position. Plaintiff has been working at this position for approximately three
(3) years. Defendant is not sure with respect to what kind of benefits Plaintiff has with
Sheetz. Plaintiff believe Defendant has a pension plan through Sheetz, with the question
being as to whether this plan was in existence at that time the parties separated.
Defendant does not know Plaintiff's income for the year 2001.
3
The parties were married September 23, 1986 in Lackawanna County,
Pennsylvania. The parties separated April 12, 2000 when Husband moved out of 163
Kline Road, Shippensburg, Pennsylvania, where the parties had been living.
4
Husband is currently paying spousal support to Wife at the rate of $120.00 per
week. This order is entered at the Cumberland County Domestic Relations Office at
PACSES No. 418102263.
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5
There are a number of issues with respect to valuing marital property which will
be discussed herein:
A. 163 Kline Road:
Wife owned this property prior to marriage. It remained in Defendant's
name. Wife believes that she and her husband, through their attorneys, have reached an
agreement on $30,000.00 being the increase in value figure the parties will use for
purposes of the divorce.
B. Miscellaneous Bank Accounts:
Both parties had miscellaneous bank accounts at separation. Wife believes
the parties agree that Husband had in his accounts $13,415.00 and Wife had $6,955.00.
C. Franklin Financial Stock:
At separation Husband had 1348 shares of Franklin Financial Stock most of
which he brought into the marriage. Husband suggests that the value has decreased
during the time the parties lived together. This issue will need to be sorted out. At a
minimum, it is an asset which Husband owned and which we need to have a current value
on for the Master to at least consider.
Husband's counsel has provided information suggesting that he owned 1,348
shares of stock at the time of separation, with Husband's counsel suggesting that the value
of that stock was $16.75 per share in April 2000, while the value was $29.00 per share in
September of 1987 when the parties married. However, Wife's counsel notes that a
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number of the shares of stock owned by the Husband represent "stock dividends"
received during the marriage. Wife's position is that these dividend themselves constitute
marital property. There was one share received in 1994, six in 1995, and 159 in 1998.
Accordingly, at a minimum 166 shares of the stock are marital property, regardless of the
fact that the total value of the stock portfolio may have decreased during the marriage.
These stock dividends were included as income in the parties' join income tax returns for
those years and they were, in fact, new shares of stock issued by the company.
Additional information needs to be provided at this time with respect to the
current value of the Franklin Financial Stock.
D. Life Insurance Policies:
There are two Washington National Insurance Policies, one held by the
Husband which the parties agree has II cash surrender value of $7,069.00 and one held by
the Wife which the parties agree has a cash surrender value of $5,978.00.
E. J. Schoenman Retirement:
Husband continues to assert that Wife has a retirement account through her
prior employer of J. Schoenman. Wife denies that assertion and Wife has indicated to
Husband that she will sign necessary releases for Husband to track down this phantom
asset.
F. Monumental Life IRA:
Husband has a Monumental Life IRA which is valued at $1,529.00 at
separation. This was acquired during the marriage. Wife believes the current value is
$1,647.21.
"
.,
G. Vehicles:
Husband had a 1996 Volkswagen Jetta at separation. Husband suggests a
fair market value of $7,440 less a loan of $2,518.00 for a net of $4,922.00. Wife suggests
a fair market value of $12,300.00 less 1Il10an of $2,518.00 for a net of $9, 782.00.
Husband also had a 1996 Chevy Tahoe at separation. Husband suggests a
fair market value of $15,580.00 less a loan of $9,406.00 for a net of $6,174.00. Wife
suggests a value of $19,175.00 less a loan of $9,406.00 for a net of $9,769.00.
Wife had a 1996 Oldsmobile Achieva at separation. Husband's figures
suggest it was worth $3,635.00. Wife's estimate (based upon an estimate done with the
other vehicles, a copy of which is attached and marked Exhibit "A") suggests a value of
$5,225.00.
H. Boat:
The parties owned a 1988 boat which has been delivered to Hnsband. The
parties have stipulated that its value is $4,000.00.
I. Polaris 4-Wheeler:
Husband took a 1997 Polaris 4-Wheeler at separation. Husband suggests it
is worth $2,840.00. Wife suggests it is worth more towards $4,000.00.
J. Utilitv Trailer:
Husband took a utility trailer at the time of separation, and the parties
agree that it is worth $550.00.
I!
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K. Miscellaneous Items:
Husband asserts that a riding lawnmower, a shed and appliances were left
at the marital home at separation. He asserts the riding lawnmower is worth $1,000.00,
the shed is worth $500.00 and appliances $500.00. Wife asserts that the shed became part
of the real estate and is not appropriate to be separately valued. Regarding the
lawnmower and the appliances, Wife asserts that Hnsband had a number of tools, some
of which were premarital, but many of which were purchased during the parties'
marriage. He took these tools with him at separation. Husband also took an antique
gasoline pump which was a gift to the parties during their marriage. Wife is suggesting
that these miscellaneous items merely offset each other in value.
6
Generally, the parties have been able to agree on the values of the marital
assets except for a few minor items as mentioned above. The main sticking point in
negotiations appears to be Wife's request for alimony and Husband's refusal to offer any
alimony. Wife believes the difference in earnings of the parties is such that she will be
entitled to alimony at or near her current level of $120.00 per week. Perhaps this issue
can be discussed at the initial pre-hearing conference between the Master and the
attorneys.
Wife is also demanding that Husband pay one half of the appraisal
performed by Wolfe & Shearer before Wife will enter into any settlement agreement.
Wife has paid the entire bill of $500.00 for those appraisals.
,;~
7
Attached hereto and marked Exhibit "B" is a copy of an income and
expense statement which lists Wife's average expenses.
Respectfully submitted,
C)/r/1
Hubert X. Gilroy, E uire
Attorney for Defe ant
Broujos & Gilro , P.C.
4 North Hanover Street
Carlisle, P A 17013
(717) 243-4574
Supreme Court ID No. 29943
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.~ & ~ Chevrolet,
Pontiac
Oldsmobile
& Cadillac
730 East J(ing Street
Shippensburg, P A 17257
(717) 532-2121
Fax (717) 532-3658
www.hhchev.com
To: Linda McKenzie
163 Kline Road
Shippensburg, PA 17257
717-532-5645
September 16, 2000
Dear Linda:
Listed below are the descriptions and evaluations for three vehicles. The values are based on the
N.A.D.A. September 2000 retail value.
1.) 1995 Oldsmobile Achieva SC Coupe, VIN: IG3NL12T9TM328511, Miles: 71,640
Value: $ 5,525
2.) 1996 Chevrolet Tahoe LS 2 Door 4x4, VIN: 3GNEK I 8S5TGI 27622, Miles: 40,000, Diesel
Value: $ 19,175
3.) 1996 VW Passat Sedan, VIN: WVWGG83AHTEI08058, Miles: 70,000, Diesel
Value: $ 12,300
If you have any questions concerning this appraisal please contact me at 717-532-2121.
Sincerely yours,
~-m~
Timothy M, Nye
General Sales Manager
H & H Chevrolet
EXHIBIT
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FEB-07-2002 11'58
CA~L1SLE CA CENTER
17172188786 P.02/05
In the Court IIf Conwon Pleas of CUMBERLAND COUDty, Penosylvania
DOMESTIC U~ATIONS SECTION
U N. Il.u!OVl1Jl, ST. r.o.IOX no. CA.\l.I.I$U. FA. 11013
r.x: (717) 240~
!"bone: (111) 144-'22S
.
Plaintiff Name:
Defendant Name:
Docket Number:
PACSES Case Number:
Other State 10 Number:
"""'" _ All ctlI'nIF"A- II. Iddd. lU fACSES C... N......"..
~mme and1t'<J'M'eI! Statement
11US FORM MUST BE FILLED OUT
Of)'9u an sclf.employecl or if you IR $Ilariecl by a bIlSiaess of which you au O~'Ill!r in wbnlc or pan. 1011 must
alto ftll OUI rJ.. Supplememai lIll:ocDe Swemt:rII wIBieh appean Oil pa,e two of tlli$ ItV:OlIIC and Clpe_
mteI\IeOI.)
lNCOMl> STATa.mNT 01'
Sccdon I: Int:OIIIe &lid laClU"'8t\ee
INCOME:
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Net 1'01 po, Pay Period S ~ (, Of)
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OWNED DESCIUPTlON VALUE
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TOTAL 1s
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EXHIBIT
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~EB-07-2002 11:59
CAR~ISLE C~ CEN,E~
17172128786
P.03/0:5
laconIC alld Expense StatellU:ot
I'ACSES C~. Number
C~Y-ef..&t .
INStJll"NCE COMI'ANY J'OLlCY I II W c
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o (')l wbo II , lNc<lIoIOer ill u4it Mllried by. ,100<4 '0<f0f01... Of "",iii' cnlly.
AtU$ 10 dliI ~ I COM' O(R fo11owiltl4<<unt(nlS tdatinc to thI partl'ltnl\ip, joiC\l velJt:llie, bUJUJ::lS. (lfofcSliion.
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Name or ICOO,anlanl.. com.roUu or 0ItIe( p::'CWI1 \n c:NflC o( f,"l~ial ~d,:
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CARli SLI': '~A_ WER
Incnme and ElpetlSC Sta'.m<\ll
17172188786 P.04/05
Stetion Ill: EXIlelISe5
PACSES Cas. N~n\~r
111.'<1.nJClions: omy lhow c(trtlordioary UpcnKJ ill1.lliR ~cction un1~" ycl.:. lill,~\ \'\U Stetion 11 on r!~..: \\L'O. The cltetori~!I
11\ .OLD FONT art ospe<iaUy impollOlll Cor ..toul!llins dilld ",!,port. Ie you oro ..qu.'~og S__1 Suppotc!APL or 1I
you assert your caR RllCOt be dctcl'Jt\PJd I.CGOrdiq. to tbt 8ui4eliOot srieb or {ormu}",. \his .ection mu,t be fuUy eo~led.
(f'i:I . .\pp..,tla&c Col1llM)
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MONTH \'tAIl
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Worker ID
LESLIE R. McKENZIE
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
v.
LINDA D. McKENZIE
: NO.
01 - 222
: IN DIVORCE
ORDER AND NOTICE SETTING HEARING
TO: Leslie R. McKenzie
Dale F. Shughart, Jr.
, Plaintiff
, Counsel for Plaintiff
Linda D. McKenzie
, Defendant
, Counsel for Defendant
Hubert X. Gilroy
You are directed to appear for a hearing to take testimony on the outstanding
issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9
North Hanover Street, Carlisle, Pennsylvania, on the 7th day of
June 2002 at 9:00 a.m., at which place
and time you will be given the opportunity to present witnesses and exhibits in support
of your case.
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George E. Hoffer, President Judge
Date of Order and
Notice: 4/15/02
By:
Divorce Master
IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR
TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU
CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 LIBERTY AVENUE,CARLISLE,PA 17013
TELEPHONE (717) 249-3166
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FEB ()'8 2002fL
-
vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01-222 CIVIL
LESLIE R. McKENZIE,
Plaintiff
LINDA D. McKENZIE,
Defendant
IN DIVORCE
PRETRIAL STATEMENT PURSUANT TO
PA.R.C.P. 1920.33(B) ON BEHALF OF
PLAINTIFF, LESLIE R. MCKENZIE
Dale F. Shughart, Jr., Esquire, attorney for Leslie R.
McKenzie Plaintiff above captioned, submits the following
Pretrial Statement:
1. List of Marital and Non-marital Assets. The Inventory
of the Plaintiff lists the marital property of the parties and
its value is attached hereto and made a part hereof and marked
Exhibit "A". Plaintiff is still awaiting certain information
from the Defendant.
2. Expert Witnesses. The Plaintiff does not intend to call
any expert witnesses. The Plaintiff does not believe there are
any issues which involve the need for an expert witness.
However, Plaintiff reserves the right to add expert witnesses at
the time of the pre-hearing conference if expert witnesses will
be called by the Defendant.
3. Non-Expert Witnesses. The Plaintiff does not intend to
call any witnesses other than himself. However, Plaintiff
reserves the right to add witnesses at the time of the pre-
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hearing conference if the Defendant proposes to involve witnesses
other than herself.
4. Exhibits. The Plaintiff intends to introduce the
Exhibits which are attached to Plaintiff's Inventory, Exhibit "A"
hereto. However, Plaintiff reserves the right to add Exhibits
at the time of the pre-hearing conference if Defendant proposes
to add additional Exhibits or disputes the values stated in
Plaintiff's Inventory.
5. Plaintiff's Gross Income. Plaintiff will provide his
undersigned attorney with a copy of his 2000 income tax return
and either a copy of his 2001 income tax return or all relevant
tax information prior to the pre-hearing conference and the
undersigned will provide it to Defendant's attorney and the
Master prior to the prehearing conference. This information is
not currently available because the Plaintiff is on a six week
assignment to Altoona, Pennsylvania and is unable to access the
information in regard to his Year 2000 tax return and 2001 tax
information until on or about February 21, 2002.
6. Plaintiff's Current Expenses. Plaintiff's current
expenses are relevant to the proceedings since cost of living in
the Roanoke, Virginia area is higher than it is in the
Shippensburg, Pennsylvania area. Due to Plaintiff's temporary
assignment to Altoona, Pennsylvania, the information necessary to
complete the expense statement is not currently available to him.
This information will be accumulated on or about February 21,
-2-
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2002 and will be provided to Defendant's Attorney and the Master
prior to the Prehearing Conference.
7. Value of Pension or Retirement Benefits. The
Plaintiff's retirement benefits are set forth on Plaintiff's
Exhibit "A" and are limited to accounts through Washington
National and Monumental Life. Documentation is attached.
The Defendant is entitled to a defined benefit retirement
payment through her prior employer, J. Schoenman. She has been
unable to provide Plaintiff with any information regarding that
account. Since the marital value of that benefit cannot be
calculated in the absence of this information, Plaintiff will be
satisfied to have the marital portion of the retirement payment
which the Defendant will receive divided by a QDRO.
In June 2001, Defendant's attorney advised Plaintiff's
attorney that Defendant is also the owner of an IRA at F & M
Bank and promised to provide value information. To date that
information has not been received.
8. Counsel Fees. Neither party has requested counsel fees
from the other party.
"
,
9. Tangible Personal Property. The parties have divided
their tangible personal property. The only issue is valuation of
certain major items of tangible personal property such as motor
vehicles for computation in the ultimate equitable distribution
award.
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10. Marital Debts. The marital debts of the parties are
limited to motor vehicle loans and a home equity loan which are
stated on Plaintiff's Inventory, Exhibit "A". Documentation is
attached.
11. Resolution of Economic Issues. The proposed resolution
of economic issues is to divide the marital property 50% to
Plaintiff and 50% to Defendant as stated in the proposed Division
of Marital Property attached and marked Exhibit "B". Defendant
intends to submit a claim for alimony. Plaintiff denies
liability for alimony. Please note that Plaintiff's Inventory
has blank spaces open for any information and documentation the
Defendant may submit regarding any car loan which may have been
owed on her 1996 alds Achiva at the date of separation, and the
value, if any of her Washington National Retirement Account in
1987. Plaintiff has made multiple requests for this information,
but it has not been provided to date.
Under the circumstances, unless this information is
submitted with Defendant's pretrial statement, it will be assumed
that at the time of separation Mrs. McKenzie did not have a loan
balance owed on her Achiva automobile and that her Washington
National Retirement Account has no non-marital component to be
reduced from the value reflected on the Inventory.
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The Plaintiff does request that Defendant supply the date of
separation balance in her F & M IRA, which will impact upon the
proposed distribution of marital assets.
Respectfully submitted,
~
Dale F. Shugha
Supreme Court .D. 19373
35 East High Street, Suite 203
Carlisle, PA 17013
(717) 241-4311
Attorney For Leslie R. McKenzie
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~eslie R. MeKen2ie files the following inventory of all property
owned or posses6ed by either pa:r:ty at the time this action was
c~anced and all p:r:operty transferred within the preceding three
years.
Leslie Ro. McKenzie verifies that the fl1tatements ma.de in this
invento:.:y are t:r:ue and correct. lieslie R. McKenzie understands
that false statements a.:r:e herein made ubject 0 ~he penalties of
18 Pa.C,S. 14904 relation to sworn falsifica.tions . to
a.utho:ri ties .
Date:
MSnS OJ' PDTIIB
Leslie R. McKeDcie marks on the liat below those items applicable
to t~ case at bar and itemizes the assets on the following pages,
Real t'roperty
Motor Vehicles
Stocks. bonds, securities and options
certifioaces of deposit
Checking accounts, cash
Savings accounts, money markets and saving oe~tifica.tes
Contents of safe deposit bQXes
Trusts
Life insurance pOliQies
Annuities
Gifts
:tDheritances
Patents, inventions, royalties
Personal property outside the home
Business
2mployment termination benefits-severanoe pay,
workman's compensation claim/award.
profit sharing plans
pension plans
(x) 1.
(x) 2,
(x) 3.
( I 4.
(x) 5.
(xl Ei.
{ ) 7.
( ) s.
( ) 9.
( ) 10.
(x) 11.
(x) 12.
( ) 13.
(x) 14,
( I J.5.
( ) u.
( I 17.
(x) la.
EXHIBIT "A"
"
,
vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01-222 CIVIL
LESLIE R. MCKENZIE,
Plaintiff
LINDA D. McKENZIE,
Defendant
IN DIVORCE
INVENTORY
LESLIE AND LINDA McKENZIE
ASSETS AND LIABILITIES
A.
BANK ACCOUNTS
Mr. McKenzie
Allfirst Checking,
Allfirst Savings,
# 6734574
# 49-38716763
Balance
April 12,
April 12,
Total
2000 $5,188
2000 $8,227
$13,415
Mrs. McKenzie
Patriot FCU,
# 2651160
Prime Share
Draft account
March
April
Total
31, 2000
12, 2000
$5,990
$ 965
$6,955
B.
STOCK
Mr. McKenzie
1,348 Shares F & M Bank-non-marital
April 2000 value = 16.75 per share
Gifts from parents on various dates
Values at dates of Gift
Value gifted
Marital value
$23,000
+ -
,
$40,750
-0-
Mrs. McKenzie
NONE
-0-
C. REAL ESTATE
Mr. McKenzie - None
Mrs. McKenzie
Mrs. McKenzie home at 163 Kline Road, Shippensburg, PA
Acquired prior to marriage - non-marital
Improved by
mortgage -
garage installed by parties with
$10,000.00 original loan
$ 8,085.83 current balance
$ 198.80 monthly payment
Value on 9/24/87
Current value
$53,000
$91,000
Net increase in value, $38,000
Net value of marital interest -
"A -1- "
$30,000
"n ~ I
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INVENTORY
MCKENZIE - ASSETS AND LIABILITIES
CONTINUED
D. MOTOR VEHICLES
Joint - Distributed to Mr. McKenzie
1996 Volkswagon
Loan from unitas Bank
Original loan $11,638
Current balance $2,519 +,- (1 year left)
Current value per Kelly Blue Book, $7,440
Monthly payment $238.70
Net value -
Mr. McKenzie
1996 Chevy Taho
Loan from ALLFIRST
Original loan $14,790
Current balance $9,405 (4 years left)
Current value per Kelly Blue Book. $15,580
Monthly payment $309.47
Net value -
1997 Polaris, 4 wheel 4 x 4
No loan
Current value per Motor-Vation polaris
8' x 10' utility trailer (Homemade)
No loan
Current value by Mr. McKenzie
Mrs. McKenzie
1996 aIds Achiva
Loan from
Original loan $
Current balance $
Current value per Kelly Blue Book
Monthly payment $
Boat - Joint - Distributed to Mr. McKenzie
19 ft. 1988 Renken
4 cylinder inboard/outboard motor and trailer
and accessories.
No loan
Current value agreed upon by parties
"A-2- II
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$4,922
$6,174
$2,840
$ 550
$3,635
$4,000
INVENTORY
MCKENZIE - ASSETS AND LIABILITIES
CONTINUED
E. RETIREMENTS
Mr. McKenzie
1. Washington National Account
Opened in November 1984
1987 value $1,952
12/12/99 value $9,021
Includes $50,000 in term life insurance
through Monumental
Net marital cash surrender value:
2. Monumental Life, IRA in
Opened 1995
April 2000
December 12
Marital value
Mrs. McKenzie
1. Washington National account
Opened in December 1984
1987 value $
12/12/99 value $5,978
Includes $40,000 life insurance policy
through Monumental
Net marital cash surrender value
Washington National in
2. J.Schoenman Retirement
1987 value
April 2000 value
Net marital value
3. F & M IRA
1987 value
April 2000 value
"A -3-11
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$7,069
$1,529
$5,978
$
$
$
$
$
INVENTORY
MCKENZIE - ASSETS AND LIABILITIES
CONTINUED
F. Miscellaneous Tanqible Personal Property.
1. Riding lawn mower
2 . Shed
3. Washer, dryer, refrigerator
microwave
(Values by Mr. McKenzie)
1,000
500
500
Total value -
"k4-"
$2,000
iii allflrst
LESLIE R MCKENZIE
163 KLINE RD
SHIPPENSBURG PA 17257.9649
1,"11111I1..1.1.1.1.111I11.1".11".1"11.1".11,,,.11,,"111
Page lof 3
Relationship Checking
March 24, 2000 thru April 21, 2GQO
Leslie R McKenzie
Acet No 00673.4517.4
o 24.hour
Customer Service
1.800.533.4630
Activity Summary
Avg. daily ledger balance
$5,497.06 Balance on 03/23
Deposits and additions
Checks
A TM activity
Balance on 04/21
$6,117.32
5,284.59
-5,007.71
-230.00
$6,164.20
Deposits and additions
Date Descr~ption
Amour.t
03/31 ACH CREDIT
CLI TRANSFORT, L DIR DEP 176442417
1251833565MCKENZIE,LESLlE R .2000009356
04114 ACH CREDIT
CLI TRANSFORT, L DIR DEP 176442417
1251833565MCKENZIE,LESLlE R 2000103749
04/17 CASH DEPOSIT
$1,045.66
1,238.93
3,000.00
$5,284.59
Checks
. Denotes missing sequence number
Number Date .......< Date ""...." Jate wvgu~re safekeeping
2503 03/29 $270.00 2508 03/30 $508.52 2513 04119 $30.00 your checks for
2504 03/27 309.47 2509 03/30 300.00 2514 04118 1,955.00 your convenience.
2505 03/29 238.70 2510 04106 270.00 2515 04114 10.00
2506 04104 9.80 2511 04107 71.00 2519' 04/20 39.22
2507 04107 6.00 2512 04113 990.00
$5,007.71
004156
oo13-98317492D20 050
ATTACHMENTS TO EXHIBIT "A 1 - 38"
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ATM activity
Date Description
03/27 ATM CASH INITHDRAWAL 032700 1 0:41
ALLFIRST
WALNUT BOnOM SHIPPENSBURG
04105 ATM CASH INITHDRAWAL 040500 08:05
ALLFIRST
WALNUT BOnOM SHIPPENSBURG
04113 A TM CASH INITHDRA WAL 041200 19:02
ALLFIRST
WALNUT BOnOM SHIPPENSBURG
Amount
Page 30f
-100.00 You can withdraw from
other bank's ATMs up to
three times each
-80.00 statement cycle without
any transaction fee.
-50.00
-230.00
End of Day Ledger Balance
Account balances are updated in the section below on days when transactions posted
to this account.
Date Balance Date Balance Date Sa lance
03/23 $6,117.32 04104 $5,426.49 04114 $5,188.42
03/27 5,707.85 04105 5,346.49 04117 8,188.42
03129 5,199.15 04106 5,076.49 04118 6,2n.42
03/30 4,390.63. 04/07 4,999.49 04/19 6,203.42
03/31 5,436.29 04113 3,959.49 04120 6,164.20
Visit www.allflrst.com to find out how you can save by shopping online
with your Alllirst Visa(r) Check Card!
About your Relationship Checking account. lNI1en you mainlain an average
daily ledger baiance of $500 in your checking accounl; or $1,500 in your checking,
money market and savings accounts; or $5,000 in ail related accounts you will not be
assessed the $10 monthly maintenance fee.
Balancing your checkbook. Look on the back of your first statement page for a fast and easy
way to balance your checkbook.
What your icons mean
o Customer Service
e Credit to your account
o Important reminder
e Charge to your account
Q Internet transaction
~ Other banks' A TM
transaction
004156
0013-98317492020 050
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For questions about
your statement or
change of address
information, please see
page 2.
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the interest entered and ltJe balance shown. In ma1dng withdrawals, always present your pass-book-we
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PATRIOT FEDERAL CREDIT UNION
PO BOX 778
'800 WAYNE AVENUE
CI-iAMBERSBURG, PA 17201-0778
NOTICE: See reverse side of page 1
for important information regarding your
rights to dispute billing errors and
electronic fund transfer errors.
ACCOUNT NUM~".~ ..
DIRECT INQUI!J . lUll
STATEMENT PIORlOD..
17 762-8555
03!3VOO
>1725786490<
LINDA 0 MCKENZIE
163 KLINE RD.
SHIPPENSBURG PA 17257-9649
PAGE 1
.. PFCU WILL BEAT ANY LOAN RATE! FIND A
LOWER LOAN RATE AND PFCU WILL BEAT IT BY
;10%. CERTAIN RESTRICTIONS APPLY. ASK A
MEMBER SERVICE REPRESENTATIVE FOR
DETAILS!
Share accounts are !'JON. TRANSFE;AABLE .~cept on 1:11.8 .~OOh1 f this -
POSb"ng t:Jffeceve TrMsl!lctioo ua<'rlpbon
Date Date _._' _.' .~" __'._."'.'''-""",,"'' _.~;;_~PL12ebits**
03/01 In 00 PRIME SHARE ACCOUNT. Balance Fo~wa~6
3/31. Deposit Div.i6end DIVIDEND
Annual Percentage Yi~ld Earned 2.52'
03/31 : Ending Balance
_ ________~.tv:i:~~h~~.~~4.. ' J~~~. ~q;:~p~~t~,
031.01 ID 25 DRAFt aCCOUNT Baiance Forwa~d
03//.01 Dr;U:t, .80134Q..Tracer 00H0178
03 01 Draft 01351 Tracer 001002B6 .
03//01 Drltft 00.1.3. 50: .T~ac.er . 00010392
03 02 Withd~<twalCheck card .
JQ~ANN/FA~Ercs #ll.LEMOYNE PAOOO
Date.02 29/00.. . .... .
03/02 DeposJ.t. at. ATM #009498 . .
/ ATM 13SI!IP. PE.NSS1JRG SHSHIPPENSB1JRG PA
3 04 Witlld1::awa1 .at ATli#063964
POSBURLINGTON COAT FAMD MD
03/04 WitMrawa1at ATM #070683
. PPS. 131!i [,INCOLN WAY ESHAMBERSBURG PA
03/06 03/05 Wi.tMrawal..at. AT11 #038228 . ~
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03 06 Draft 001354. Tracer 00450262
03/./07 Draft;og135STracer 00470043
3 07 Draft 0 1345.Tracer 00640197
03/09 Wi.thdrawal..at ATM #03'3267
POSln5 MARKET ST CAMPHILL PA
3//10 Draft. 001353 Tracer 00110221
03 11 Withdrawal Check card
MONTGOMERY/WARD CAMP HILL PAOOO
Dat.e 03/09 00
Withdrawal. CheCk Card. .
BOSCO.V UEP1\HT.MEN7 C.AHP. HILL p. ACOO
Date 03/09/00 . .
Withdrawal. CheCk Card. .
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Date 03/10 00. ...... .... ..;
Draft...0013 6.'J:racer 0029011;0.:.. .
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Draft. 001351ffil::ac:er. 00060041....
R~~oIit$ftipJ~Ns~e~~l~~SHip~E!lSB1JRGPA
gf~H8g0~~2tJf~~f gg44gg~f ...
gf~n.\..8.0.Y.j~..~. .'.'..;~~.~g~~g...g.I. 48. 5:~5
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praft ..0:L364.:'1'raCe1; 00140061
Draft 001360. trac:er 00030227
Draft 00136:l..Tracer 00060304
Deposit oy Check
Withdrawa1il.tATM.#lB4467
POS 1.730 LINCOLN .WAY ECHAMBERSB1JRG PA
Wi.thdrawal.Checkcarc:l
LOWE'S #706CHAMBERSBURG PAOOO
C~nt~n~ed on fol10wi.ng page
from
5952.63
. . . . 37.10 5969.93
01/01/00 through CJ3/31/00
. 5969.93
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-
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.'66.51-
.198.80-
.44.1.1-
6:L6.67
. . 54.40-
18.00-
.30.66-
.'. 61. 48-
. 25.87-
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. 20.01-
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20.98-
03/n
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38,16-
03/13
. . ..'. 54.25-
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3/.15
03/17
031.11
03/.20
03/20
03/21
03/./21
03 22
3/.22
03/23
03/25
03/25
03/27
67.25-
....'..29.00-
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".... ,..c" ...:"'."'718,10
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. .",~" .'.~.".'100. 00-
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'198:80-
250.00
57.38-
.13.46-
2,916
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200536.2 -
686.19
660.99
594.48
395.68
351. 57
968.44
914.04
896.04
865.38
803.90
778.03
740.03
720.02
585.52
564.54
9E'.JB
472.13
364.68
355.88
321. 88
1099.98
999.98
957.98
857.98
832.78
732.78
670.62
393.06
194.26
444.26
386.88
373.42
'-'--,,;,rr;"i~!iK~:::-:';. ...~~
PATRIOT FEDERAL CREDIT UNION
PO BOX 778
800 WAYNE AVENUE
CHAMBERSBURG, PA 17201-0778
NOTICE: See reverse side of Rage 1
for important information regarding your
rights to dispute billing errors and
electronic fund transfer err,?rs. ....
ACCOUNT NUMBER
OQQ2Q51160
DIRECT INQUIRIES To
STATEMENT PERIOD.
P/..GE
03/28
03/30
03/3L
-
Date 03/25/00 .' ."
Withdrawal atATM #047542
POS 40 SHIPPENSgURG. SHSHIPPENSBURG PA
Deposit at ATM #007355
ATM L3 SHIPPENSBURG SHSHIPPENSBURG PA
Ending Balance .
DividendS Paid Year to Date
21. 97-
644.H
351. 45
995.56
995.56
0.00
Number
001345
001349'
001350
001351 -
001353. ;..
. Asterisk
Amount Number Amount
38.00 00.1354 .' . 6L48
25.20 001355.25.87
198.80 001356 87.25
66.51 001357 . .34.00
134.50 00).358 ..' ~ . 42.00
!:ext t~!:umbeL~!:di.ca.teS.'I1<ip
Total Dividends Paid Year to
Number Amount Number
001359 29.00 00.1364
001360 277.56 001365
0.0.1361 198.Bo. 001366
0.0.1362 lOn.Oo.
0.0'1363 25.20.
iJ:l PUf!l~::....~~.nce~ :.....-:.:... _ ..,. 'l;f-.
Date 37.10.
Amount
6:2.l6
lOO.o.O
lQO.o.o.
--'
2,917
. _,;;~~",,~}',,~,.~,...lI!;-'...__
;t"l~'. -'If!;~.,r. ":.""'~"~.(.~::;~_.
2005363
PATRiOT FEDERAL CREDIT UNION
PO BOX 778
aoo WAYNE AVENUE
CHAMBERSBURG, PA 17201-0778
NOTICE: See reverse side of page 1
for important information regarding your
rights to dispute billing errors and
erectronic fund transfer errors.
,
STATEMENT. PERIOD 04/01/00
PAGE 1
RACE DOWN TO PFCU FOR AN AUTO LOAN!
WE'LL BEAT ANY LOAN RATE. ASK A MEMBER
SERVICE REPRESENTATIVE FOR DETAILS.
,hare accounts are NON-TAANSFERABLE except on the books of this cr'e~1it uni~n. - Debits. New L~.~s, Relinanced L:oans. Add.ons, Principai ~~versa!_or Sh~e YVithdraw~s
PoslinO Eftf9C!:ive. Tra.'-u!:a('IiQfl De:!!C';ripnrm P!l.ymoot, C'r'!:lditf Tr~:':~adlC'!1 !I!~W
Date Date or Oebfts*'" Amount BALANce:
04/.01 ID.OO PRIME SHARE ACCOUNT Balance Forward 5989.93
04/30 .. EnOing Balance . .. 5989.93
Dividends PaiO Year to Date 37~0~_~_~
====;::;;::=-====:;======- ....- ----'--"--------
04/.01 ID :25 DRAFT ACCOUNT Balance ForwarO ."" 995.56
04/03 Wi thOrawal at ATM #015863 .. .. 17.60- 977.96
POS 1900 RITNERHIGHWAGARLISLE PA
04/.03 Oraft 001368 Tracer 00600274 16.00-
04/03 Draft. 001367 . Tracer 00140077 ".......... ........-.. 36'80-
04/04 D!;"aft. 001371 Tracer 00480233 224. 3-
04/05 Deposit .at ATM #009353 . ...... 270. 0
ATM 13 SHIPPENSl'lURG SHSHIPPENSBURG PA .
04/./05 Dt.af. t.001369. T. race.r. 00.3.3.0274' '.._h' 22;JlD-
04 05 Draft00I373 Tracer 00120077 .. .......c.... . 55:41-
f~8~. g~~?~. g8.H.77g.... :f:f.aag~~., 88!. 908.g.'.a~" ',r .:::.........22g: gg:
4 07 Draft 00J.3.70 ftacer 00050116<>0.. . . 69.95-
4/U D!;"aft001377. Tracer 00440022 39.92-
04/1l Draftool379 Tracer 00460244 195.20-
04/12 . Depos.it at ATM #001549 - .. 616.78
. .ATI'J 13SHIPPENSBURG SHSHIPPENSBURG PA
4/.12~.Draft '001374 'l:racer 00130287 . 67.25-
04/12 '. ". ... Draf.t..OO.13.76 Tracel.00340~.72 100.00-
04/17 04{16 WithOrawal.at ATM 229287 '.- ~9.66-
. POS.. ~ 730 LINCOLN W Y ECHAMBERSBURG PA
04/l7 . .'. WitMrawaJ. at ATM #027040 . ..... .' .' 21;58'-
POS....40 SHIPPENSBURG SHSHIPPEl<SBURG PA'
0~~I~Bl~~r~~~I8~t TK~~efion~~~026 .' .............. .' ".0.." ~f:I5:
PqS40 SHIPPENSBUR~ SHSIlIPPENSBURG PA
4/.19 Dl:aft .001380 T,aceI: OQ0503UL ..
04/20 ....... Dr.aft 001383 Trace!;" 00350250
041.:<4 Draft 001::189 Tracer 00150034
04/25 ..... Draft 001388 Tracer 006380~4 .
04/26 Draft 00J.385'Tracer 0807.06 .
04/26. . . Draft.....00J.386.. Tracer. 0 l201..' 4.....
04/26 .. Dtaft' QOl3"90 TracerOO~5Q08J..
04/27 D!;"afl;. QOJ,392 TraCerOQ4QgJ,pg;
4//28 Draft 0..01391 TT'<iCeJ;' 00228.. .l..,~....
04 28 DtaftOOl.384 race.r 00 1 0.. .
04/28 Ilraft 001393 Tr<lcer 0033012 : ,
04/29 R~~Or~5' ~tF~5~d~0~f8EHAM~EEii>~URG PA . n. n.'''.'''.'.J.
04/30 Ending' Balance '. .
D.iv.iOenOs Paid Year to Date
ACCOUNT NUMBER
DIREGt. INQUIRIES TO
0002651160
>1725796490<
LINDA D MCKENZIE
163 KLINE RD,
SHIPPENSBURG PA 17257-9649
29:'00-
10.00-
.50~UO-
50~00-
19_.J)0- .
~S."20- .
71.96-
10.00-
51..Q0-
53.80-
, 64.80~
821..78
____d_.____.,__,..__..._,.._,____
........'.'..,-.............-.......
: ,.,,';,','
0.00
Number
01367
001368
001369
001370
001371
001372
* Asterisk
160
Amount Number Amount Number
36.00 001373 .. 55.~. 001380
16;00 001374 67.25 001381
22.00 001375 43.00 001383*
68.85 001376 1.00.0:0 OD~384
224.03 001377 38.92- OOI3SS
200.00 '001379* I95.~0 001386
next to number .indicates sk.ip .in number
--- Cont.inued on follow.ing page
'1.m9unt Number
.. 29_00__ 001388-
42.35.001389
....10 ~ QO.. 'OOl. 390
53~BO 001391
"'9-;00 .001392
.25.20 001393
sequ~nRe .
2003669
17 762-8555
04/30/00
961.96
925.96
701.93
971. 93
949.93
894.52
694.52
651. 52
582.67
543.75
348..65
965.43
898.18
798. ..158 .
778. 2
756.94
714.5Sr
693.49
664~49
654.49
504.49
554.49.
S35.~
51.0.29
438.3.3.
428..33
377.33
323.53
258.73 .
1080.51
l080.51
Amount
50.00'
50.00
71.96
51.00
J.O.OO
64.80
PATRIOT FEDERAL CREDIT UNION
PO BOX 778
600 WAYNE AVENUE
CHAMBERSBURG, PA 17201-0778
;hare accounts are ~ON. TRAN$FE~BLE ex,?ept on the books of Ihis_gedit un19n
Posting Efffective Transaction Description
Dale Date
Total Dividends Paid Year to Date
161
2003670
NOTICE: See reverse side of page 1
for important information regarding your
rights to dispute billing errors and
erectronic fund transfer errors.
..~~--.~37.10
..~.
:.
Franklin Financial
Services Corporation
20 South Main Street
Post Office Box T
Chambersburg, PA 17201.0819
Telephone (717) 264-6116
August 15, 2000
Leslie R. McKenzie
102 Willow Glen Road
Dillsburg, Pennsylvania 17019
Dear Mr. McKenzie:
The following information is in response to your request concerning the market value of
Franklin Financial Services Corporation stock on the specific dates:
September 1987
$29.00 per share
April 2000
$16.75 per share
If you need additional information, please call me at 261-3551.
Sincerely,
.
I?~ '1Y. ~
Nancy R. Lewis
Assistant Corporate Secretary
i"
,',,!,r 1
-'I""
, r
't"F'
"
FRANKLIN FINANCIAL SERVICES CORPORATION COMMON STOCK
Leslie R. McKenzie
Certificate No. Dated # of Shares Value
P8158 5-17-71 1 Gifted/value at time of gift - $60/ sh
PIIOl9 4-11-75 1 Gifted/value at time of gift - $65/sh
P770 10-15-84 4 200% stock dividend
P4446 5-30-86 6 100% stock dividend
F7090 12-30-94 1 10% stock dividend
F9658 12-29-95 6 50% stock dividend
FI1732 5-15-97 300 Gifted/value at time of gift - $34/sh
F13473 2-3-98 159 50% stock dividend
F14359 3-4-98 540 Gifted/value at time of gift - $37.25/sh
F15758 6-18-99 330 Gifted/value at time of gift - $31.25/sh
Total 1,348
The above information was given by your request and is not intended to be an interpretation of the
tax law. We suggest that you contact a tax specialist regarding any tax reporting.
:\1 _j""'
-" ,.~'
I .r"
11
Les McKenzie
Stock information - 5/22/00
May 16,2000 - value of stocks is $22,977.50. Fanners and Merchants Ban1e
LM/lsc
'7>
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20 South Main Street
Post Office Box T
Chambersburg, PA 17201-0819
Telephone (717) 264-6116
Franklin Financial
Services Corporation
February 3, 1998
Dear Shareholder,
On November 13,1997, the Board of Directors declared a 3 for 2 stock split
in the form of a 50% stock dividend to be distributed February 3, 1998 to
shareholders of record at the close of business on January 13, 1998.
Enclosed is your stock certificate representing the whole nwnber of shares of
Franklin Financial common stock and a check representing the fair market value of
any fractional share to which you are entitled as a result of the stock dividend. For
this purpose, the fair market value ofFranklin Financial common stock was
determined on the basis of the average of the average of the bid and the asked prices
as of the close of business on the five days immediately proceeding the declaration
date, adjusted to reflect distribution of the stock dividend. If you participate in the
Corporation's Dividend Reinvestment and Stock Purchase Plan, shares of Franklin
Financial common stock held by the Plan Agent for your account under the Plan
have been adjusted to reflect distribution of this 50% stock dividend.
The enclosed certificate represent only the shares issued in connection with
this stock dividend. YOU SHOULD RETAIN ALL OF YOUR EXISTING
STOCK CERTIFICATES. Please store your certificates in a safe place, do not
return your existing stock certificates to Franklin Financial and do not destroy them.
If you need a safe, secure place to store your stock certificates, perhaps you would
consider a safe deposit box available for rental at m~st F&M Trust offices.
In the opinion of counsel for Franklin Financial, the whole shares of stock
distributed as a result of this stock dividend do not constitute income subject to
federal income tax. However, upon any sale or other taxable disposition of: (I) the
shares of stock issued in connection with this stock dividend, or (ii) the shares of
stock held prior thereto, the shares issued in connection with this stock dividend will
be taken into consideration in determining the basis of your stock for purposes of
computing gain or loss for federal income tax purposes. Specifically, the per share
basis of your stock must be determined by apportioning your cost or other basis
over all of the stock held by you, including the shares distributed as a result of this
stock dividend.
I'
.1-
Page 2
February 3. 1998
F or convenience, we believe that the shareholders will wish to treat cash
payments received in lieu of the issuance of fractional shares as a dividend and we
will report them as such to the Internal Revenue Service. Please consult your
personal tax advisor concerning any questions which you may have relating to this
stock dividend and for information concerning its treatment under applicable local,
state, and federal income tax laws.
You should also be aware that the Board of Directors declared a first quarter
cash dividend of$0.15 per share payable on February 27, 1998 to shareholders of
record on February 12,1998. This dividend will be payable on all shares
outstanding as of the record date, including the additional shares distributed as a
result of this stock dividend, and thus represents a 12.5% increase in Franklin
Financial's cash dividend compared to the cash dividend paid in the first quarter of
1997.
We hope that you will continue to support Franklin Financial and use the
financial services offered by our subsidiary, F&M Trust Company.
Sincerely,
2/~(/~1
William E. Snell, Jr.
President and Chief Executive Officer
Enclosures
,,,,.
_'n. ,
1-'" -'"
176-:44-2417
N"
Franklin Financial
" Services Corporation
P.O. BOX "T", 20 S. MAIN ST., CHAMBERSBURG, PA 17201
60-430
313
DIVIDEND CHECK
No.
0030;0{,7
PAYABLE DATE i'J 2/ 0 3/9 3 AMOUNT
13 .1 5
*******~*********.************13
DOLLAR~ AND 15/~
" . TFllJSr PAYABLE AT
Chambersburg, PA 17201
PAY r
LtSLIE ~ ~C~F.~Z!E
163 KtI'lc- ~.'hD
3H!??2~JS~,URG, PA 17257-964?
p./. .fl ~/9?'l"'>""'A
L/0ij..v ;V. / OV~,k-
AUTHORIZED SIGNATURE
TO THE
ORDER OF
L
11"00:101.1. 711" ':0:11. :101. :1o!;,l:
1.0"':188 :11.11"
FRANKLIN FINANCIAL SERVICES CORPORATION
No.
0030117
CRSH PAID I~ LI~U OF Fq~CrIOH~L SH6~E
"'.,.
.~.~,'
r c_ ~_ ,.,., .r f"
T
Dividend Reinvestment and Stock Purchase P~an
Cumulative Statement
FRAtfKGIN. DIVlOEt-iD rlEI1,V[SH1ENT PL~N
Tax 1.0. or Social Sec. No. Account Number
17i-4~-2417 F~A~OJ8:0'1469
rAil Franklin Financial
~~ Services Corporation
717.264.6116
Optional Cash Contribution.
Please use reverse side for withdrawals from your account and
Check the box below. Please advise address changes below.
D Changes Noted on Reverse Side
Make Checks Payable To:
FULTON fl.~NK
And
LESLIE ~ ~CKENZlf
163 KLINt. :,OA)
SHIP?EN5EJR~, PA 17257-964Q
Mail This Portion To:
FRANKLIN FINANCIAL SERVICES CORPORATION
c/o FULTON BANK Dividend Reinvestment Dept.
P.O. Box 3215 .
Lancaster, PA 17604-3215
Amount of Check $
Tax ID or Social Security No.
Account Number
Calendar Year
176-44-24'17
FR ANJQ0C'On
FRANKLIN DIVIOENi> R!:INVESP1ENT PLAN
Dollar Amount of Price/Rate Shares This Total Shares
Tl'8I'Isactiol'\ Transaction
effective Transaction Description
0.10
dA LA i'lC c: F OR .lAiD
02J398 STOCK JIV/$PLLT
n.. (\{')
O.jOO
1.74J7
3.4814
5.2221
Shares You Now Own
Shares Held By You
+ Plan Shares Held By Agent
= Total Shares Owned
LESLIE R MCKENZIE
478.(\00J
5.2n1
4B~.2221
Dividend Reinvestment and Stock Purchase Plan
Cumuliltive Statement
~
Franklin Financial
Services Corporation
717-264-6116
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SUMMARY APPRAISAL REpOR.T
01
163 Kline Road
southampton rownship
CUmberland. County
Shippesnburq I PA 17257
PREPARED FOR:
Hubert X. Gilroy, Attorney At Law
Broujos & Gilroy, P.C.
4 North Hanover street
Carlisle I PA 17013
AS OF:
April, 2000
PREPARED BY:
Wolfe & Shearer Realtors
william A. Bassett, PA Certified General Appraiser, GA-OOl<i18-L
33 South Pitt Street
Carlisle, FA 17013
717-243-1551
MCS,aDivl$i"n,,/ACIDowl"pmgntIBOOIB97,77B3
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Wolfe & Shearer Realtors
~roperlV Oescriptil!ln
UNIFORM RESIDENTIAL APPRAISAL REPORT
File No. OQ.163
i '_0,,/0_
, -, rt Add.us 163 Kline Road ell Shionensbur St.... PA ,; Code 17257
i Le.IOuc ion Deed Book 29H Pane 676 Ceunt Cumberland
I- A.....c'.. P~n::el No. Tax 10 39-33.1883-002 TOll Year 99/00 R.E.Tax.ss1 'B6 5 Bel.IA.....m.nt. $ N/A
l.l Borrowe. Ul1da McKenzie Cu"entDwne, Same as B rrower o ell ant Ix lOwne, I hanant Vacant
W Pro,ertll.jnt.. Ix 1 Fee.im Ie I Leosehotd I P,o;.elT"". CondomInium HUONAonl'"
iil reis.d "" HOAt NIA IMo.
::> Naihbe,hoc or Pro'.., Noms Southatnnton Townshio MehRef.,snce Me 33-1883 Can.u_Troc! 013198
VI SeluPrica. NIA O.te tS.le NIA Oeser; ,ion and $ amoUnlclloench f as/conces.ion'toba .idb .ellar NIA
Lander/ lient Hubert X, Gilro Es uire Addres. 4 North Hanover Staat Carlisle PA 17013
. rei.., William A. Bassett Addr... 33 South Pitt Street Carlisle PA 17013
t"".tion ~l/fI:I.n ~sutrl.<<ll.n ~:~' -- ~,....,.~ ~...,.,_1Jl, """'--
eu,llUP ~o."". !ilzso75% Undar2S% ......... PRICE $ (000) AGEly.sl Ono familv 22-- DNotlikeJv DLikalV
Growlh,.le X Rapid OSI8bl. o Slow 60wo", 65 C'W New Z.4lemily _ !illn pro~.'s
Prop.'1Y ~.Iu.. X In.....ing o Slob'. R:''''O'"' T.n.nt '50 HI h 70 Muitl.lamilV _ To: R"sidential
aemand/supPly R:hc"age lei ~n balance Oversupplv ~v.c.nIIO'5%1 P,edominantl Commer.,al
Mark.';n l'fIl. Una.'3m... X 3.6m s. Ovar6me., VacantlovarS",,1 90 30 Vacant 40
......: R-.....lhenocW~of_..........-...nal"""""""'t.c\o)n.
a N.ighborhoodbounda,luandche,acteri.tlcl: Lenislative Route 11 to the north r.oodhart Road 10 the west Lenislative Route 174 to the south
e Firehouse Road to the east.
e FaciO'" lh.l .1I0.llho marketability Ollho propa"ia' In tl'la na'gl'lb~'I'lood Ip'~I"mlty to .mploym.ntond am.nlti.s. .mploymanl .Iability. .ppulto markat. alc.l:
:!:
a: The sub'ect "'ro...er1" is located a......roximatefv t mile east of the Bomun" of Shinnensburn, Exit 13 of Interstata 81 is within 1
e mile of the sub'ect '0 " Interstate 81 rovides eas access to the ma'orem lovment and nonulation centers of Central
'"
:!: Pennsvlvania such as the Borou hof Carlisle Bo ou h of Chambersb r and the Cit of Harrisburn,
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Z
Mar..t condition. In tho ....bJact naighborhood lincluding .upport Ie. tho .bovo conclusion. ,el.tod to tk. tr.nd of property val...u, d.m.ndlll.lpply, .nd m.,k.ring time,' , . 'UCk,,:,,...d.tO on
compolllivopropa"io. 10' ..Ie In tho neIghborhood. do&c,lpl,cn eltho pravalenoe ot ..Ie. .nd flnonC,nll con.osslon.. ote:.l: Pro ert values are currentl Increasln.
Interest rates ranoe between 7.5 to 8.5 ner cent nrovidinn for a veru active market at this time. There are re-sales av ilable
within the townshin as well as new home construction in s"rroundinn develonments.
0 I'I-v;.ct:InI00000000000forPUDa (Itapplil:.ble)..I. tkodtvelcpaflbulld."neontrcl cl the Home Own., I' Auo<:iotionlHOA)1 U,.. U',
::> APfl'o",m.lo to'tal n<im/Hl' 01 ,,",II in 1""S<Jl1pc'p"'jIIc' NIA Appro"imal"'olal""""''''olunllSlorumlnth.."I1~tp1oi""t NJA
0.
One,ibocornmonal.m.n"and..cr..tionalf.cili,i..: NIA
Olm"".;on. 1 00' x 200' x 100' x 200' Topography Level to SI~htlv Slaninn
Sit.....u 20~000 sauare feet Com.rlot UYeo ~No Size Tvn;cal for Neinhborhood
Spaclflczon,ngcla..ifil:.lIonandd..crlclion Residential Shape Irrenular
Zamng eomplione. I2LIlog.1 0 L.gal nonconfofming IG..ndf.t~.",d u..l UIU.gal UNOlOning Drainage Ade uate
Highut&butu.a..irnprov.d 1i]P,.sanl".a DOth.ruulaxpl.lnl View Avera e
Off-site Landscaping Averane
UtiDtin Public Other Type Public Private
W Improvements Drivewaysu.f..oMacadam
I- ~ B 8
Vi Electricity Street Macadam App.'ontE..aman" None
G.. Curb/Gutter None
Water Dwell Sidewalk None ~ FEMA Special Flood Hazard Area DYes lilNo
Sanitary Sewer R se tic Street lights None R FEMA Zone C Map Date08/04/88
Storm Sewer Allev None Fi=MAMa N. 4215870010B
Commonl.lappa",nt adv.... auomonto, anc'a.o~rn'nt., .00cl.1 ......mant.. .Iid. a"'.s. lII.g.1 ar l.g.1 nonconfo.mlnllzoning, use, otc,l: There are no a"'~ arent adverse
easements encroar..hments or other adverse conditions other than normal utilitv easements.
GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION
No. of Units t Foundation Coo BIk Slab None Area Sq. Ft. , '52 Roof 0
No. of Stories t Exterior Walls Vinvl Crawl Space None % Finished 630 Ceiling Fiberals I!J
VI TypelDet./Att.JDetached Roof Surface Shin{1le Basement Full Ceiling Dro"Ceili CVI Walls 0
I- Design (Stylel 1 storv Guttar.&OWTlIPts Aluminum Sump Pump None Walls Panel Floor Fiberols 6
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W Esistingll'fopo.ad Existino , Window Type DoubleHunn Dampness None Obs. Floor CaroNin None
:;; Age lYrs.) 29 "ears I Storm/Screens YesfYes Settlement None Obs. Outside Entry y" U...known 0
W
> EtI.etiv.A e(VII,) 5.10 ears , Manur.etu..dHcu..NfA I festation None Obs.
e ROO C' '0 d Are..~.Ft
a: "0 i , rt , te
0. mo , , '52
~ t t t , 3 , , '52
"- vi
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0 Finished area above nrade contains: 8 Rooms' 3 Bedroom/sl' t Bath sf' 1,152 $n/lare Feet of Gross Lillinn Area
;:: INTERIOR M.t.ri.I./Condillan HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE
0.
a: Floors HdwlVinvl Type BB Refrigerator 0 None ~ Fireplace(s) If 0 NoneD
l.l Walls Dr wall/Panel Fuel Elec Range/Oven I!J Stairs Patio 0 Garage lalCaro
VI
W Trim/Finish Wood/Ava Cand,tion Avo Disposal 0 Drop Stair Deck Rear ~ Atl.c~od L-
a
Bath Floor Vinvl COOLING Dishwasher I!J Scuttle Porch Stoop D".c~ed_
B.thWain.cat Drvwall Central No Fan/Hood Ii] Floor 0 Fence p Built.ln -
Doors Wood Other No Microwave . R Heated R Pool Carport -
All in Averaoe Condo Cendition NIA Washer/Druer Finished I I'lrivewa
Additional teetu... (.p.ci.1 onergy .ffieiant ltam.. .te_l: Front Stoon. Eclosed Breezewa between '" e and house Wood Stove Brick hearth in basem..nt
Wholehouse fan
VI Im"rovements are in avera e
I- Condllion of tho improvem.nll, dop",ciotlon (phy."'.l, "'"",ional, and ntomall, "'lIa~1 needod, quailty of tonll",etl.n. ..mad.ling/additlon.. alc.:
Z condition with no Dhvsical or functional inade uacies a arent.
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0 Adv.... on""onm.nlal condi,icn. Isuel) a., bUI not I,mlt.d 10. h....dou. wa.ln, loxic lub.tane.., atc.1 pr...nt In Iha improvem.nU. on Iha ...a, o. i"'I~. immedlat. vicin;'y olth. ."b!"c\
l.l
p.op.rtv: There are no adverse environmental conditions aDDarent or disclosed to this annraiser.
Fraddt. Moc Form 10 6.93
MCS..OIVI0l0nofACID.vaI00"'onl(8001691.1183
Pag.l012
FanntaM..Form 1004 5_93
~~
""
_'I'~',N_
to" -.....
-
Wolfe & Shearer Realtors
UNIFORM RESIDENTIAL APPRAISAL REPORT
"ES"lIMATED SITE VALUE, . . , . . , . .. . .. . , . . , . .. '" = $
ES"lIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS:
:r Dwelling 1 152 Sq. Ft. @ $ 46
U BSmt ...1.J.g Sq. Ft. @ $ 14
<( "POtch. WSBrkHearth. Deck
o
c: Garagef.Carport 576 Sq. ft, @ $ 12
8: Total Estimated Cost New, , . . , . . , . , , . , , . ,
ct Physical [funCtionaf [ External
~ Le!;s ,,% I I
8 Depreciation 9 023
Depreciated Value of Improvements. , . . . . , ' . . . . - $
., As-is" Value Qf Site Improvements. ' . . , . . . . , . . , . .. = $
INI"lICATED VALUE BY COST APPROACH .,..,.,..,. _ $
ITEM 1 SUBJFCT COMPARARlE NO.1
'63 Kline Road 11 Ocker lane
Addres.Shinnensbur . PA Shlnnensburn. PA
Pra (mit toSub'''''t 2.8 miles
SallPriee
Prle/Gro lu Area
Dat..nd/or
VarllelllonSourees
VA UEADJUSTMENT
Sal~s or Fin.nelnll
Cone.ulons
D.t ofS.llrnm.
Loetlon
La. .hold/FIISlm I.
Sltl
ViI'"
III
iii
>
-'
<(
'"
<(
'"
0
III
ii1
~
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0
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III
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,
DI.;n.ndA .It!
DUlltotConlt,uetion
...
COrldit,on
AbQvlGroda
ROQmCount
GrossLivln AT'ea
B"amanlIloFlnl.had
ROQm.Balo..GnIda
Fu lionalUt1lit
Haln/Coolln
E!\!t Effleianllblms
G.r. a/CI on
Porch, Pltlo. Dack.
Firat.ca's'ate,
" ""Pool lIe.
. NIA
.
Jnpseetion
4/2000
DESCRIPTION
Avera"'"
Fee Sim Ie
Avo/.46 acres
Averaoe
1 storv/Av
Avera eNin I
29 vears
Averaoe
Total I Bdr",s I Bath.
o h 1
1 152 S Ft.
Full Ssmt
Part Finished
Averatle
EBB/None
T ieal
2 car oaraoe
Porch/RrDeek
llWoodstove
None
= .
=
=
=
= .
= .
52.992
16.128
6.000
6.912
82032
, File No. 00-163
20 000 Comma.;ts on Cost Approach (such as source of cost
estimate, site value, square foot calculation and for HUD.
V A, and FmHA, the estimated remaining economic life of
the property):
Cost new from Marshall Swift Valuation Service
handbook and local cost anal sis. land value from
market Data Comnarison, nenreciation ased on a"'e
ife observed condition and market Data Analvsis.
Estimated Remaininn Economic Life is 5f'l-55 ears.
73 009
3000
96 009
COMPARABLE NO.2
813 Westover Road
Shinnensburn_ PA
3 miles
COMPARABLE NO.3
801 Baltimore Road
Shi ensbur" PA
2.5 miles
"'1$.85000
$ 72.34 '.:-- rill'
Courthouse Records
9.023
$ 90 500
III .66.99
Courthouse Records
OESCRH'TION . "".'$ Ad' .Imont
COny
'0/30/99
AVerane
Feesim Ie
Avo/l.46 acres .2000
Averaae
1 star IAv"
Av fBrkJVin
31 vears
Averaae
Total Bd,ms Blth.
o h 1
1.351 5 ,Ft. -2985
Full Bsmt
Unfinished 2."00
Averane
EBB/None
T iCBI
1 car carnort 2."00
Porch/Patio
11 Woodstove
None
1$102000
.82.79 1111
Courthouse Records
.
OESCRIPTION
Conv
+'.'$ Ad'u.tmant
... .)$ Ad slmln'
DESCRIPTION
Conv
07/30199
Averans
Fee simnle
Av /.25 acres
Averaoe
, storu/Avn
Good/All Brick
13 vears
Avn to Good
TOIBIIBdrm.la.th.
6 hi J 1
1232 S . Ft.
Full Bsmt
UnfinishAd
Averane
OHW/None
Tical
2 earOat8ne
Porch/Deck
None
None
.3000
-1000
.2000
6/25/99
Avera e
Feesimnle
AV"/.69 acres
Avera e
1 storu/Ava
Avn/Brk/Alum
28 ears
Avera e
-1200
Tot.1 Bd.ms Bath.
7 h 12
1 175 S Ft.
Full Bsmt
Part Finished
Averane
Fee/None
T"nical .'
1 CarGa~/l CarCa~"o
PorchlRrPch
1\ Woodstove
None
1500
-2,000
2500
1000
Nil Adl.'toUII Xl+ --1_$ 151+ lx-I, -37001 + IX-I~ -500
Adjuslac:lSlla.P,;ca Nal 0.0% I Not 3.11'16 I Not 0.6'16 I
oftomplr.bla G.OII 11,0% 1$ 901;15 GrooB 10.6% '. 98300 Groll 4.1'16 /, 84500
Cornmlnts on Sllal Comporison [Ineluc:li..g thl .ubJae! propany'l comp.tibllity to the naighbo'hood. ale.l: All the com arables are' I~cated within the Shi""ensburn
mllrket area. Comoarables Nos 1 and 3 are located within the SBme townshin, All the comnarbles are verified ales and are the best
aVAilable.
ITEM SUBJ T COMPARA8LE NO 1 0 PARAB N .2 CO A ABLE N 3
Dlla.P,iealndOltl 2-17-81
So",ca for p'io, 11111 $1.00 None None None
witl\inYI..ofll>p..illl Courthouse Recordt Courthouse Records Courthollse'Records Courthouse Records
""'_ly.i. of Inycu"ant Igraamanl of.II.. option. or li..ing of tha Bubjo etprD!>lrty.ndln.lvsis",flnypripr.all.oflubjoet8ndcomplllblalwlthinonIYllloftt>.c:llt80fopprlilll:
The sub'ect orObertv hBS not sold or been listed within olle vear of the date of the B raisal. '
INblCATED VALUE BY SALES COMPARISON APPROACH.,. .. ... .. . .. ... .. , ... .. . . ... '. . ... . .. . . .. . .... $ 91 000
INnlCATED VALUE BY INCOME APPROACH jIf A lle.blal e.tlmltac:l Markat Ronl . N/A /Mo. x GrolS RanI Mulli liar N/A _ $
Th.appfalullomlda !!J....;... UlubjoettOlh.repalro,lltaretion..lnoplet!on.oreonditionIIIIIBdbalo.. UaubJ8oCttocompl.tionparpllnllndlPlClflcltions,
CO~dl.ions of Apprlllal : This "'ro ert has been raised in c rrent condition. This a raisal is for mort a e ur oses onl
nOntransferable. See attache addendum.
Firl.1 Raccnelliltlon :Market and COst Analvsis consistentlu su......ort mu estimated market value. GRM Analusis was found ina...nronriBte for
this analvsis. Greatest weiaht is annlied to the Market Data Analvsis. Su""ortinn file information substantiate.. these
estimates.
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ThlpU.pg...ofthlllpplllullstoaltim~talhlm",katvllu.oftha.allp<<>plrtythltllthasubjoetoflhlollpOJ'l.balldonthalbovecondillonsandtt>leafliflclOlion,eontinganl""dlimiting
egl1diliono. ""d mllklt vllua datl1"tion tint Ira .tllad In thl Ittlehac:l Fre"dia Mle Form 439/FII1nia M.. Form 1oo4B (Ravi.ad 6/93 I,
IlWE) ESTIMATE THE MARKET VALUE. AS DEANED. OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT. AS OF
April 1. 2000 (WHICH IS THEf~~ OF INSPECTION AND THE EFFEC11VE DATE OF THIS REPORTI TO BE $ 91 000
~~~ l\..~,~ SUPBMSORYAPf'lIAJSER lONLYIF REQUIREOI
S'gn.tur. ,- ~~ Sig".tu'" OOidDo'dNol
NlfnlWilliam A. Bassett. NI"'. In.p.ctproparty
Oatl Rlpon Signld ,-, \.~<::- \';::...i....J \.(.;0 Oltl R.po"Sign.d
Sllta Cartifieltlon' GA-OOl 618-L
Or Sl... lieanll' AB-049782-L
F.add,aMltForm70 6.93
,--.-"" ~,
"
,.
StatlPA
St.laPA
Sl.'8CanlfiC.llonII
O'....talie"n'"'
Stlt.
Stata
hf\nia MOl Form 1004 6.93
MCS<.O,vlS:onofAC108valopmantlaOO1697.7763
plg.20(2
~~
.
Ray "Buz" Wolfe, CRS
Broker/Partner
RESIDENTIAL
COMMERCIAL
-
APPRAISALS
WOLFE &
SHEARER
REALTORS
.,.
)
33 South Pitt Street
Carlisle, PA 17013
717.243.1551
800.377 .3027
www.wolfeshearer.com
William L. Shearer, Jr., CRS
Broker/Partner
CONSULTING
INVESTMENTS
INDUSTRIAL
MARKET ANALYSIS FOR 163 KLINE ROAD, SHIPPENSBURG, PA
'''f;"
,-,
As of Date
Septmeber 24, 1987
'1
(
ESTIMATED SITE VALUE. ..... " $ Cqmments on Cost Approach lsuch as source of cost
ESTIMATED REPRODUCTION COST.NEW OF IMPROVEMENTS: estimate, site value, square foot calculation and for HUD,
Dwelling 1 152 SQ. Ft.@.$ " $ VA, and FmHA, the estimated remaining economic life of
:l: Sq. Ft.@.$ = the property}:
"
< = Cost A roach not utilized for this anal"sis due to
0 Garage/Carport Sq. Ft.@.$ = the lackot cost data to ertorm the evaluation,
0: -
l1. Total Estimated Cost New = ,
l1. .............. ...
< Physical I Functional I External
.... Less
tJl
0 Depreciation = $
<.J Depreciated Value of Improvements. . . . . . . . . . " $
.. .....
. . As-is" Value of Site Improvements. . . . ....... ..... " $
INDICATED VALUE BY COST APPROACH .... - .
ITEM SUBJECT COMPARARLE NO.1 COMPARABLE NO. COMP.4-RABLE NO. 3
163 Kline Road RD# 1 (Ridge Road) 8954 Old Scotland Road Rd#2,KlineRd
Ildd,u.Shi ensbur . PA Shinnensbura. P A Shi ehsbur" PA Shi"''''ensbur'' PA
Pt""lmil t"Sub'.el 4 miles 4 mites Same Road
S'luPtie. . NIl!. 1$ 59 400 $52000 Tt 53 500
P'ie.IG",..LI~.Il"u , I, t 51.16 r.ll .45.45 <,]1 $46.44 I dl
D.lO.ndlo' Owner Central Penn MultiUst Central Penn Multilist Central Penn Multi-list
V"ilie.li"nSou'e.. 9/24f87
VAlUE ADJUSTMENTS DESCRIPTION DESCRIPTION . . $ Ad~'lm.nt OESCR1PTION I...,... Ad'~'lm.nl DESCRIPTION . . 'Ad' Slm.nt
S.I..o,Fin8nein\l Cash Conv Conv
Cone....on8
O.,"M~' 914/87 8/17f87 5122/87
LOC.bOn Avera e Avera"e Averarre Avera .
L....hold~o.Slm I. Fee SimDle Feesim"'le Fe.. simnle Fee simnle
Sil. AVClJ.46 acres Av 1.53 acres 'Av"I.75 acres Av"I.54 acras
Vl.w Averarre Averaoe Avera"'e Avera""
Osin.ndA .., 1 sto""/Avn 1 storv/Ava 1 stor Av 1 star /Av"
Du.!i olConslruetio... Avera eNin I Good/All Brick -2000 AvnlWood sidinn Avn/Alum
.. 16 vears 13 ears 19 "ears 17 "ears
Cndilion Averane Averaae Avera , Avera"'e
tJl Abo~. Gr.d. Tol.! I Bdrm. I "'Ilhs TOI.I I adrms I aa1l>. TOI.I ad'ms allh. TOI.I ad.m. a.th.
iii
> floomCounl 6 I, 1, 6 I, 11 5 I, 1 6 ), 1
-' r;,,,uU~llvtAru 1 152 .Fr, 1 161 '" 1 144 5.Ft. 1 152 5.Ft.
<
Z aa..m.nl & FInished Full Bsmt Full Bsmt Fun Ssmt Full Bsmt
< R<:tom.gelowG..d. Part Finished Part Finished Part Finished Part Finished
Z Ave'ane Averarre AVarane Avera ,
0 F"nCllon.IUtlli
tJl H.8linolCoolino EBBt1\lone ERadlNona EBBlNone r:BB/None
a: En" Elllcienlltem. Tvoical T lcal T"rical T""'ical
<
l1. G....IC. ,,' 1 car carnort 1 car '" , .1500 1 " '" , -1 500 '-car arana -1500
:;; Perch. Patio, o.c~, Porc:hlRrDeck Porch/Patio Porch/Deck PorchlPatio
0
" I'".lac.s .Ie. 11 Woodstove 1\ Fire"'lace -1000 " \ Woodstove None 1000
tJl Fne.Pool.IC None None None None
W
-'
< N.r,AdI./,,,,.>l' I 1+ Ixl- . -4500 1+ xl- . .'500 + X - , -500
tJl
Adju.l.d s..... Prie. ,. 7.6% ,. 2.9'10 ,. 0.11%
o'Comparabl. G,o.. 7.6% , '4900 Gro.. 2.9'10 . 50 500 Gro.. 4.7% , 53 000
Comm.n1S on Sal.. Comporison [lneluding Ih. s"bj.el p,op.rlY's eompatibi!~y 10 Ih. n.ighbo'hood, .Ie.)' All the com arables are locate....-within the Shi~..ensbur
Market area. Comnarabla #3 is located annroxfmatefv 4 houses wast of the subiect nronert . Therefore most emnhasis is nlaced on
this comnarable
ITF:M SUR.IFCT COMPA BLE NO COMPARABI F IIJn 2 COMPAl:H~11:: N"'. 3
DIl.. pm. endOala
Sou,c.forp,lo's.I.. NfA N!A NfA N!A
....ilhinl'lorol.op.ai.al
An.ly.i. of ony eu".nl.g,oom.nl 01 s.I.. oplion, or 1I00ing of tha.ub j.elprop.ny.nd.naly.l.of.nypriorul..ofs"bje<:tandeomp.'.bla.withinonSY8l,ollhadal.01.pprol..t:
NfA
INDICATED VAWE BY SAlES COMPARISON APPROACH. .......,.......,........................"... $ 53 000
INDICATED VALUE BY INCOME APPROACH (It A IIc.ble) E.lim.l.d M.,kel R.nl . N/A 1M0.. G/O.S Renl Mult1nli.. N/A "" .
The opproi..l is mad. W .... is" U .~biectto lho ,.p.i.., oll".lionl. in,pc<:tion. 0. condlllonslilt.d balolv U .ubjoello completion p.,pl.n..nd speciflcalionl.
Condilion.otApp,.llal,ThiS raisal and descri tion of the a raisal w s based on information nrovided bv the owner This a.....raiser
assumes the '0 ert" was in avera e condition based on information Drovider1 to the annraiser.
Fin.1 Reconciliation :Market Analvsis consistentlv sunDorts mv estimated market value. GRM and Cost A"'al"sis wa~ found ina""'ro date for
Z this analvsis:. Greatest weirrht is ..nnlied to the Market !'lata Analvs:is.
0
;:: Th. p"rposo 01 lh;l.pprol..1 Is 10 ISllmat. th. morht ".lue of Il'Ie ",.1 property1h.li.the."bi.eI0Ilh"'.port,b..edonlh.abo".eo.;dIlton..ndlh.e.rtiflc.lion,con!lng.nlandllmiling
<
::; eondili""., .nd ma'~.t ".1". delinilion Ih.t at. 8l.I.d in Ih. .ll.ch.d F",ddio M.c Form 439IF.nnl. M.e I'orm 10049 IR.~I..d ,.
"
Z I (WE) ESTIMATE THE MARKET VALUE. AS DEFINED, OF THE RE4L PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF
0
" Seotember 24 1987 twlilCH IS THE}lATE OF INSPECTION AND THE EFfECTIVE DAn:. OF THIS REPORT) TO BE $ 53,000
w
0: IU'FRAlSER: ~~ ~~ ~ SUPERVlSORYAI'PRAISER 10NLYll'REOUIREDl
Sign.l~r. ~ . "~....,,,,- . 'b---. Sognll"'. o Did DO'dNot
Nam. William A. Bassett N8m. In'PectP,op.rly
D.I.RoportSig".d " ,\"-1:> \-".c,,,-,,-., OOl.R.ponSign.d
SlOl. C.rtili".lIon' GA-001618-L sl.lOPA SIIl.C.rtllic.lio...' ,,-
O,SlOl.Ue.nl . AB-Q49762-L SlOt.PA O.SlIl.LIc. I.' ,,-
.ddi.
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, ,~
"
M.eForm70 893
'''''''''''1,
Wolfe & Shearer Realtors
UNIFORM RESIDENTIAL APPRAISAL REPORT
File No. 00-'97
MCiS,a OIvIS!on 01 ACI O.".lopm."1 18001 897.7783
P.g.2012
Fann,. M.e Fo,m 10046.93
I....~
\
AMHS 07/31/00 HISTORY SUMMARY
CTL2 001 CTL3 000 CTL4 0000 ACCT 113945928002
START DATE 05/31/00
OPT: A=ACCRUED SINCE LAST TRAN, C=CAPTURE,
OPT EFF DATE TRAN DESCRIPTION
05/31/00 8080 REGULAR PMT
06/30/00 8080 REGULAR PMT
07/24/00 8080 REGULAR PMT
PF2-NEXT PAGE PF3-PREV PAGE PF6-SELECT
AMPCHSIS AM1244 I: END OF DATA FOR THIS DATE
't=, .t
- ,~"- - ~"'
".,
"
N~ Mf,
09:39:04
MCKENZIE LESL
R=REVERSAL, S=SPECIFIC
TRAN AMOUNT POST BALANCE
198.80 8,345.85
198.80 8,215.39
198.80 8,070.41 ~
RANGE
LAST
Kelley Blue Book Used Car Values
,
Page 1 of2
-~==
IJsIld Car Values
N_ car Pricing
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Blue Book Trade-In Report
Virginia' January 12, 2001
1996 Volkswagen Passat TOI Sedan 40
Ways to Buv a Used Car
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~~-""~<-':;""
----~
' .> - II ~
"
Engine: 4 Cyl. Turbo Diesel
Trans: 5 Speed Manual
Drive: Front Wheel Drive
Mileage: 84,000
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
TIlt Wheel
Cruise Control
AM/FM Stereo
Cassette
Dual Air Bags
Sliding Sun Roof
Alloy Wheels
Consumer Rated Condition:
Good
"Good" condition means that the vehicle Is free of any major defects. The
paint, body and Interior have only minor (if any) blemishes, and there are no
major mechanical problems. In states where rust is a problem, this should be
very minimal, and a deduction should be made to correct it. The tires match
and have substantial tread wear left. A clean title historY is assumed. A "good"
vehicle will need some reconditioning to be sold at retail; however major
reconditioning should be deducted from the value. Most recent model cars
owned by consumers fall into this category.
Trade.ln Value
$7,440
Trade-in value represents what you might expect to receive from a dealer for
this consumer owned vehicle. Keep In mind that the dealer must then absorb
http://www.kbb.comlkb/ki.dII/kw.kc.ur?kbb;679324&24153;t&39&6; VW;B 1 &
1/12/01
lJocX~p~rJ L(}prJ
INSTALLMENT LOAN
) DISPLAY SPEED INQUIRY
0720100014864060 LESLIE R MCKENZIE
07/06/96 CURRENT BAL
07/05/01 ORIG ADVANCE AMT
06/29/0p ORIG LOAN AMOUNT
09/05/00 SCHEDULED PYMT AMT
00/00/00 PAYMENTS REM/PAID
60 INT PAID LAST YEAR
8.4900 INT PAID YTD
A LEGAL STATUS
N DEALER NUMBER
08/05/00 PAYOFF AMOUNT
TOTAL DUE AMT
0000 96 VW PASSAT 2150 RW 108058
000 000 000 000 000
ILDISI
( FWD
ACCOUNT NUMBER
CONTRACT DATE
MATURITY DATE
DATE LAST PAYMENT
NEXT DUE DATE
DATE CLOSED
TERM
INTEREST RATE
ACCOUNT STATUS
STUDENT LOAN
PAYOFF GOOD THRU
COLLATERAL DESCRIPTION
TIMES LATE COUNTERS 000
INSURANCE SA REF NBRS
LOAN FEE SA REF NBRS
NAMES OF ENDORSERS (1-3)
" ,.,"
-,
I,'
V \ vJ -
.,
..
BANK 0012
2,625.70
11,637.66
14,322.00
238.70
11 49
0.00
0.00
0000000000720150
2,518.51
238.70
--,-.-""",""
Kelley Blue Book Used Car Values
Page I of2
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. kbb.com - guiding the car buyer
used c.r Vatu..
New Car Pricing
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BUILD MAKE LOCATE DEALER'S
YOUR CAR COMPARISONS YOUR DEALEI~ BEST PRICE
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Blue Book Trade-In Report
Virginia. January 12, 2001
1996 Chevrolet Tahoe Sport Utility 4D
=-~~'"
"",~ - --.
.l~~~~~.::. . t ,
",. -.-- ....
~"", /'"'~"fi~
Ways to Buv a Used Car
Find a Certified Used Vehicle
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._~:;~
'* " '-. *' .
Engine: VB 5.7 Liter
Trans: Automatic
Drive: 4 Wheel Drive
Mileage: 54,000
Equipment
LS
Air Conditioning
Power Steering
Power Door Locks
lilt Wheel
Cruise Control
AM/FM Stereo
Cassette
ABS (4-Wheel)
Power Seat
Towing Pkg
Two-Tone Paint
Alloy Wheels
Consumer Rated Condition:
Good
"Good" condition means that the vehicle Is free of any major defects. The
paint, body and interior have only minor (if any) blemishes, and there are no
major mechanical problems. In states where rust is a problem, this should be
very minimal, and a deduction should be made to correct It. The tires match
and have substantial tread wear left. A clean title historY is assumed. A "good"
vehicle will need some reconditioning to be sold at retail; however major
reconditioning should be deducted from the value. Most recent model cars
owned by consumers fall Into this category.
Trade-In Value
$15,580
Trade-In value represents what you might expect to receive from a dealer for
this consumer owned vehicle. Keep In mind that the dealer must then absorb
the cost of making the vehicle ready for sale, advertising, sales commissions,
arranging financing and Insurance and standing behind the vehicle for any
mechanical or safety problems.
http://www.kbb.comlkblki.dIVkw.kc.ur?kbb;292022&;t&278&6;CT;B4
1/12101
11'Hi D UJ Pf)
CUSTOMER ACCOUNT BALANCES
__ LESLIE R MCKENZIE
RCK RETAIL CHECKING
00000000000067345174
RSV RETAIL SAVINGS
__ 00000087004938716763
ALS ADVANCED LOAN SYSTEM
00000000113945928002
__ 00000000178605019001
KEY 1ST LETTERS 'OF SCREEN
PROFILE
PERSONL
LOCATE
NAME(S) MAILING
CMRCIAL CNTACTS
SELECT OSSMENU
''01~,
MPCBLN 07/31/00 09:37:50
ADDED: 09/84 ACTIVE
AVAIL BALANCE CURR LEDGER BAL 12 MTH AVERAGE
07/31/00 07/31/00 07/30/00
2,975.21 2,975.21 5,811.39
AVAIL BALANCE CURR LEDGER BAL 30 DAY AVERAGE
07/31/00 07/31/00 07/31/00
0.00 0.00 4,273.00
CURRENT BALANCE PAYOFF BALANCE PAYMENT AMOUNT
07/29/00 07/29/00 I 07/29/00
8,070.41 t. ! n~? ~3 198.80
9,329.80 p97405.66 \ '1 309.47
OR X NEXT TO CUST/ACCT. ESS ENTER TO CONTINUE.
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6427 Carlisle Pike + Mechanicsburg, PA 17055
fax 17171 795-8605 + 17171 795-8604
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Kelley Blue Book Used Car Values
Page 1 of2
-.....,. Blue...
_ kbb.com - guiding ihe car buyer
lJ&ed Car Va!uBll
New Car Pricing
MOlQreyd,.
Buy it ~w Car
Buy It U81!.d Car
Sell Your Car
""nancing
InSurlUWlJ
Lemon a..,d<
warranties
Car R.....ews
Car Pr\IVi.W$
DecisiQn Guide
About kbb
Hom.
BUILD MAKE LOCATE DEALER'S
YOUR CAR COMPARISONS YOUR DEALElt BEST PRICE
...
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Click on the image above to vls:t this advertiser
Blue Book Trade-In Report
Virginia. January 12, 2001
1996 Oldsmobile Achieva SC Coupe 2D
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~-:,,:~~~J1~t~t~ ,
...,
;, ~t#'. ~:~
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Wavs to Buy a Used Car
Find a Certified Used Vehicle
Ways To Buv a New Car
List Your Car For Sale Online
Flnancina Ouote
Insurance Ouote
Warrantv Ouote
Pa rts & Accessories
Payment Calculator
" -.
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""" ... ""'- ;\
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Engine: 4-CyI. 2.4 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 71,640
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
TIlt Wheel
Cruise Control
AM/FM Stereo
Cassette
Dual Air Bags
ABS (4-Wheel)
Alloy Wheels
Consumer Rated Condition:
Good
"Good" condition means that the vehicle is free of any major defects. The
paint, body and interior have only minor (If any) blemishes, and there are no
major mechanical problems. In states where rust is a problem, this should be
very minimal, and a deduction should be made to correct It. The tires match
and have substantial tread wear left. A clean title historY is assumed. A "good"
vehicle will need some reconditioning to be sold at retail; however major
reconditioning should be deducted from the value. Most recent model cars
owned by consumers fall Into this category.
Trade-In Value
$3,635
Trade-in value represents what you might expect to receive from a dealer for
this consumer owned vehicle. Keep in mind that the dealer must then absorb
the cost of making the vehicle ready for sale, advertising, sales commissions,
arranging financing and Insurance and standing behind the vehicle for any
mechanical or safety problems.
Copyright @ 2001 by Kelley Blue Book Co., All Rights Reserved.. Jan-Feb 2001 Edition. The Information
http://www.kbb.com/kb/ki.d1l/kw.kc.ur?kbb;095422&24153;t&278&6~OL;M3
1112/01
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. "Mllrumental
THE DUALITY LIFE CDMPANY$
MONUMENTAL LIFE INSURANCE CO,
August 14, 2000
Carlisle District Office
15 State Avenue North, Suite 101
Carlisle, Pennsylvania 17013
Teiephone: (717) 249-4212
(800) 283.7034
Fax: (717) 249-8778
Leslie McKenzie
102 Willow Glen Rd.
Dillsburg, PA 17019
Dear Mr. McKenzie:
SUBJECT: Request for Annual Statement - 1987
Policy #W63011441
Enclosed please find the annual statement for 1987 for your above mentioned
policy per your request.
If we can be of any further assistance, please contact our office.
.-J
Respectfully yours,
~~
Manny Dejene
District Sales Manager
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MONUMENTAL LIFE INSURANCE COMPANY
4333 EDGEWOOD ROAD NORTHEAST
CEDAR RAPIDS. IOWA 52,.99
}@';,'BEGI~;'ilA;tWliili;,'hMGRd$$'l!ro;M;'W!!r;jN;l\ll;rp',*Ml\ilMl;@,j;l!!i$m:m~MEl'ft$@@!f'!%ijj,T!;!lEJIT;jijiWii%'iii~!l!N;il/MI4,,,1k
1 509 . 51 I .00 I .00 I .00 I 19 .02 I 1 528 . 53
AS OF 04-01 2000 I I AS OF 07-01-2000
LESLIE R MC KENZIE
163 KLINE RD
SHIPPENSBURG PA
17257
;~tP~;~Ym:wwM#~l~~~N:.m!t~1F!t:@!wm!~tm:;:;,w
JULY 0 3 2000
*?YillT~#Aill#%0t~fio(tPjWNQM$.Ii:~~t:t~~nWP9WmWW
F IOO 1 38600 1 -0 1 OOE 1 7 3579
;:W!%i;'I\$:\)~jAI;i;;$~{fuRIm'i\ltlQM~I\li' ::WtJiiU
1 7 6-44 24 1 7
ANNUITANT, LESLIE R MC KENZIE
OWNER(S): LESLIE R MC KENZIE
SEE REVERSE SIDE FOR INTEREST YIELD INFORMATION.
Retain this portion for your records
Return this portion if you choose to make an additional annuity premlum payment.
Make premium payable to: MONUMENTAL LIFE INSURANCE COMPANY.
POLICY NUMBER, 0100E173579
OWNER(S): LESLIE R MC KENZIE
ADDITIONAL
ANNUITY PREMIUM:
TAX YEAR:
Send your premium to: MONUMENTAL LIFE INSURANCE COMPANY
ATTENTION, ANNUITY DIVISION
4333 EDGEWOOD RD. NE, CEDAR RAPIDS. IA 52499
.
J
LESLIE R. McKENZIE,
Plaintiff
Vs.
LINDA D. McKENZIE,
Defendant
LESLIE MCKENZIE
Asset
Allfirst Checking account
Allfirst Saving account
Franklin Financial Stock
1172 shares gifted at
40,752.50 current 1,348 shares
@16.25=22,579
Washington National Account
Monumental Life cash surrender
Monumental Life, IRA
1996 Chevy Tahoe
15,580 less loan 9,406=
1996 Volkswagen Jetta
7440 less loan 2,518=
1997 Polaris 4 wheeler
8 x 10 utility trailer
""'"'I
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: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
: 01-222 CIVIL
: IN DIVORCE
PROPOSED DIVISION OF
MARITAL PROPERTY
LINDA MCKENZIE
Value
$ 5,188.00
$ 8,227.00
$ 0.00
Asset Value
Patriot FCU, Prime Account $ 5,990.00
Patriot FCU Draft Account $ 965.00
Washington National Acct.
$ 7,069.00 Monumental Life Cash $ 5,978.00
Surrender value
$ 1,529.00 F&MlRA $?
$ 6,174.00 1996 Olds Achieva $ 3,635.00
$ 4,922.00
$ 2,840.00 Increase in value on 163 $30,000.00
$ 550.00 Kline Road, Shippensburg
38,000.00 less mortgage
of 8,000
EXHIBIT "B"
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.
.
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1988 19ft Renken
boat
$ 4.000.00
Totals:
$40,499.00
TOTAL NET MARITAL ASSETS $89,067.00
Mr. McKenzie 89,067 7 2 = 44,533.50
Mrs. McKenzie 89,06272 = 44,533.50
Requested cash payment from Mrs. McKenzie to
Mr. McKenzie
Plus one-half marital interest in Mrs. McKenzie's
F & M IRA.
Requested equal division of Mrs. McKenzie's
1. Schoenman Retirement by QDRO.
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Riding lawn mower
Shed
Appliances
$ 1,000.00
$ 500.00
$ 500.00
$
$48,568.00
$4,035
LESLIE R. McKENZIE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 222 CIVIL
LINDA D. MCKENZIE,
Defendant
IN DIVORCE
NOTICE OF PRE-HEARING CONFERENCE
TO: Dale F. Shughurt, Jr.
, Attorney for plaintiff
Hubert X. Gilroy
, Attorney for Defendant
A pre-hearing conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover Street,
Carlisle, Pennsylvania, on the 15th day of April 2002, at
9:45 a.m., at which time we will review the pre-trial
statements previously filed by counsel, define issues,
identify witnesses, explore the possibility of settlement
and, if necessary, schedule a hearing.
Very truly yours,
Date of Notice: 2/12/02
E. Robert Elicker, II
Divorce Master
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OFFICE OF DIVORCE MASTER
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
9 North Hanover Street
Carlisle, PA 17013
(717) 240.6535
E. Robert Elicker, II
Divorce Master
Traci Jo Colyer
Office Manager/Reporter
West Shore
697-0371 Ex!. 6535
January 17, 2002
Dale F. Shughart, Jr. Esquire
35 East High Street
Suite 203
Carlisle, PA 17013
Hubert X. Gilroy, Esquire
BROUJOS & GILROY, P.C.
4 North Hanover Street
Carlisle, PA 17013
RE: Leslie R. McKenzie vs. Linda D. McKenzie
No. 01 - 222 Civil
In Divorce
Dear Mr. Shughart and Mr. Gilroy:
Counsel have indicated that discovery is complete. Mr. Gilroy did qualify the
certification by indicating that some updated values will be needed on vehicles and other
miscellaneous matters. I assume that these are not significant issues that will prevent us
from going forward.
A divorce complaint was filed on January 11,2001, raising grounds for divorce of
irretrievable breakdown of the marriage. No economic claims were raised in the
complaint.
On December 11, 200 I, Mr. Shughart filed a petition raising the economic issue
of equitable distribution.
In In accordance with P.R.C.P. 1920.33(b) I am directing each counsel to file a
pretrial statement on or before Friday, February 8, 2002. Upon receipt of the pretrial
statements, I will immediately schedule a pre-hearing conference with counsel to discuss
J:1'?p",,,"1'~ ,.
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Mr. Shughart and Mr. Gilroy, Attorneys at Law
17 January 2002
Page 2
the issues, and if necessary, schedule a hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
NOTE:
Sanctions for failure to file the pretrial statements are set
forth in subdivision (c) and (d) of Rule 1920.33.
THE ORIGINAL PRETRIAL STATEMENT SHOULD BE FILED
IN THE MASTER'S OFFICE AND A COPY SENT DIRECTLY
TO OPPOSING COUNSEL.
FAILURE TO FILE PRETRIAL STATEMENTS AS DIRECTED
BY THE MASTER MAY RESULT IN THE MASTER'S
APPOINTMENT BEING VACATED.
~
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,
DALE F. SHUGHART, JR.
ATTORNEY AT LAW
35 EAST HIGH STREET
SUITE 203
CARLISLE, PENNSYLVANIA 17013
Telephone (717) 241.4311
Facsimile (717) 241-4021
OF COUNSEL
HAMILTON C. DAVIS
December 19, 2001
E. Robert Elicker, II
Divorce Master
9 North Hanover Street
Carlisle, PA 17013
RE: McKenzie Divorce
No. 01-222
Dear Mr. Elicker:
LEGAL ASSISTANT
BONNIE L. COYLE
Please find enclosed my Certification that discovery is complete.
I do wish to note, however, that we are actively pursuing
settlement negotiations, and I do expect a response from Attorney
Gilroy in the very near future.
Very truly yo~
c2)o0U~
Dale F. Shughart,
DFS,JR/bc
Enclosure
cc Hubert X. Gilroy, Esquire
Leslie McKenzie
, '''''''1" ",r,,,-" -'.'.~
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-, ,
LESLIE R. McKENZIE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 222 CIVIL
LINDA D. McKENZIE,
Defendant
IN DIVORCE
TO: Dale F. Shurghart, Jr.
Attorney for plaintiff
Hubert X. Gilroy Attorney for Defendant
DATE: Friday, December 14, 2001
CERTIFICATION
I certify that discovery is complete as to the claims
for which the Master has been appointed.
OR IF DISCOVERY IS NOT COMPLETE:
(a) Outline what information is required that is not
complete in order to prepare the case for trial
and indicate whether there are any outstanding
interrogatories or discovery motions.
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(b) Provide approximate date when discovery will be
complete and indicate what action is being taken
to complete discovery.
01
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DAT
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NOTE:
PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE
FILING OF PRETRIAL STATEMENTS UNTIL COUNSEL HAVE
CERTIFIED THAT DISCOVERY IS COMPLETE, OR OTHERWISE
AT THE MASTER'S DISCRETION.
AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL
OR A PARTY TO THE ACTION, IF NOT REPRESENTED BY
COUNSEL, INDICATING THAT DISCOVERY IS NOT
COMPLETE, THE DIRECTIVE FOR FILING OF PRETRIAL
STATEMENTS WILL BE ISSUED AT THE MASTER'S
DISCRETION. HOWEVER, IF BOTH COUNSEL, OR A
PARTY NOT REPRESENTED, CERTIFY THAT DISCOVERY
IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED
TO THE MASTER'S OFFICE WITHIN TWO (2) WEEKS OF
THE DATE SHOWN ON THE DOCUMENT.
'~'.ml ,
',,' " , - ~ -"' , ..-
,.,'
JOHN H. BROlJjOS
HUBEIU X. GILROY
BROUJOS & GILROY, P.c.
ATTORNEYS AT LAW
4 NORTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE' (717) 243-4574
FACSIMILEo (717) 243-8227
INTERNET: brgilroypc@aol.com
NON-ToLL FOR HARRISBURG AREA
717-766-1690
January 2, 2002
E. Robert Elicker, II, Esquire
Divorce Master
9 North Hanover Street
Carlisle, P A 17013
Re: McKenzie v McKenzie
01 - 222
Dear Bob:
Enclosed is our Certificate of Discovery in the above referenced matter.
More or less, discovery is complete. We may need to get some updated values on vehicles
and some miscellaneous matters. However, I do not believe there are any significant
outstanding issues that would merit a delay in scheduling the filing of pre-hearing memos.
Sincerely yours,
dca
Enclosure
cc: Dale F. Shughart, Jr., Esqnire
Linda D. McKenzie
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LESLIE R. McKENZIE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 222 CIVIL
LINDA D. McKENZIE,
Defendant
IN DIVORCE
TO: Dale F. Shurghart, Jr.
Attorney for Plaintiff
Hubert X. Gilroy Attorney for Defendant
DATE: Friday, December 14, 2001
CERTIFICATION
I certify that discovery is complete as to the claims
for which the Master has been appointed.
OR IF DISCOVERY IS NOT COMPLETE:
(a) Outline what information is required that is not
complete in order to prepare the case for trial
and indicate whether there are any outstanding
interrogatories or discovery motions.
, . ,
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,
(b) Provide approximate date when discovery will be
complete and indicate what action is being taken
to complete discovery.
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DATE
(~
( )
NOTE:
PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE
FILING OF PRETRIAL STATEMENTS UNTIL COUNSEL HAVE
CERTIFIED THAT DISCOVERY IS COMPLETE, OR OTHERWISE
AT THE MASTER'S DISCRETION.
AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL
OR A PARTY TO THE ACTION, IF NOT REPRESENTED BY
COUNSEL, INDICATING THAT DISCOVERY IS NOT
COMPLETE, THE DIRECTIVE FOR FILING OF PRETRIAL
STATEMENTS WILL BE ISSUED AT THE MASTER'S
DISCRETION. HOWEVER, IF BOTH COUNSEL, OR A
PARTY NOT REPRESENTED, CERTIFY THAT DISCOVERY
IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED
TO THE MASTER'S OFFICE WITHIN TWO (2) WEEKS OF
THE DATE SHOWN ON THE DOCUMENT.
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vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01- 222 CIVIL
LESLIE R. McKENZIE,
Plaintiff
LINDA D. McKENZIE,
Defendant
IN DIVORCE
MOTION FOR APPOINTMENT OF MASTER
Leslie R. McKenzie, Plaintiff, moves the court to appoint a
master with respect to the following claims:
[X] Divorce [X] Distribution of Property
[ ] Annulment [ ] Support
[ ] Alimony [ ] Counsel Fees
[ ] Alimony Pendente Lite [] Costs and Expenses
and in support of the motion states:
(1) Discovery is complete as to the claims(s) for which the
appointment of a master is requested.
(2) The defendant has appeared in the action by her
attorney, Hubert X. Gilroy, Esquire.
(3) The statutory ground(s) for divorce are Irretrievable
breakdown ~3301(c) and/or (d).
(4) Delete the inapplicable paragraph(s) :
(c) The action is contested with respect to the
following claims: Equitable distribution of marital property.
(5) The action does not involve complex issues of the fact.
(6) The hearing is expected to take one day.
(7) Additional information, if any,
N/A
)
Sh ghart, r.
35 East High Street,
Carlisle, PA 17013
(717) 241-4311
Attorney for Plaintiff
Date: December Ir, 2001
ORDER OF COURT
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AND NOW,
, 2001,
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, Esquire,
By
is appointed master with
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respect to the following claims:
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vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTIQN - LAW
01-222 CIVIL
LESLIE R. MpKENZIE,
plaintiff
LINDA D. McKENZIE,
Defendant
IN DIVORCE
PETITION FOR ECONOMIC RELIEF
AND NOW comes the Plaintiff, Leslie ~. McKenzie, by his
attorney, Dale F. Shughart, Jr., Esquire, and respectfully
represents as follows:
1. On January 11, 2001, Leslie R. McKenzie, filed a
Complaint in Divorce, which was served on January 17, 2001.
COUNT I - EQUITABLE DISTRIBUTION
2. The parties are the owners of various items of personal
property and real property which qualify as marital property.
3. Said marital property is subject to equitable division
and distribution.
WHEREFORE, Plaintiff requests the Court to equitably divide
and distribute all of the parties' marital property.
I verify that the statements made in this Petition for
Economic Relief are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa.
DATE:
December /0 , 2001
C.S. ~4904, relating to unsworn falsificat'
By:
~~J:~~ Jr
Attorney for Plaintiff
35 East High Street, Suite 203
Carlisle, PA 17013
(717) 241-4311
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JOHN H. BROUJOS
HUBERI' X. GILROY
BROUJOS & GILROY, P.c.
ATfORNEYS AT LAW
4 NORTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE: (717) 243-4574
FACSIMILE' (717) 243-8227
INTERNET: brgilroypc@ao1.com
NON-ToLL FOR HARRISBURG AREA
717-766-1690
January 24, 2002
E. Robert Elicker, II, Esqnire
Divorce Master
9 North Hanover Street
Carlisle, PA 17013
Re: McMenzie v McKenzie
Dear Bob:
I received your January 17, 2002 letter, and I will meet with my client and prepare a pre-
trial statement for filing by February 8, 2002. I wanted to alert you and Dale that I also
anticipate filing a Petition raising an alimony claim.
Hubert X. Gilroy
dca
Enclosure
cc: Linda McKenzie
Dale F. Shughart, Jr., Esquire
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JOHN H. BROmOS
HUBERT X. GILROY
BROUJOS & GILROY, P.C.
ATIORNEYS AT LAW
4 NOR1H HANOVER STREET
CARUSLE, PENNSYLVANIA 17013
TELEPHONE: (717) 243-4574
FACSIMILE: (717) 243.Jl227
INTERNET: brgilroypc@aol.com
NON-ToLL FOR HARRIsBURG AREA
717'766-1690
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February 5, 2002
Curtis R. Long, Prothonotary
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: McKenzie v McKenzie
No. 01 - 222
Dear Curt:
Enclosed for filing is a Petition Raising a Claim of Alimony and a Petition Raising a
Claim for Counsel Fees, Appraisal Fees and Costs in the above referenced matter.
Sincerely yours,
~
Hubert X. Gilroy
dca
Enclosure
cc: Dale F. Shughart, Jr., Esquire
E. Robert Elicker, Esquire
Linda D. McKenzie
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: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL TERM - LAW
: NO. 01 - 222
LESLIE R. McKENZIE,
Plaintiff
LINDA D. McKENZIE,
Defendant
: IN DIVORCE
PETITION FOR CLAIM OF COUNSEL FEES AND COSTS OF LITIGATION
Defendant, Linda D. McKenzie, by her attorneys, Broujos & Gilroy, P.e., sets forth the
following:
1
Defendant has expended various sums in connection with legal fees and costs of litigation in
the above case.
2
Defendant is without sufficient financial assets to pay her attorney and the costs of tbis
litigation.
3
Defendant expects to expend various additional sums on counsel fees and costs.
Wherefore, Defendant requests your Honorable Court to enter an order directing Plaintiff
to pay her attorney's fees, her costs of litigation including appraisal fees, and such other
relief as the court deems appropriate.
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~ \Respectfully submitted,
.
Hubert X. ilroy, Esquire
Attorne for Defendant
Brouj s & Gilroy, P.C.
4 No h Hanover Street
Carlisle, PA 17013
(717) 243-4574
Supreme Court ID No. 29943
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LESLIE~~.McKENZIE,
Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
v
: NO. 01-222
CIVIL TERM - LAW
LINDA D. McKENZIE,
Defendant
: IN DIVORCE
PETITION RAISING CLAIM OF ALIMONY
Defendant, Linda D. McKenzie, by her attorneys, Broujos & Gilroy, P.C., sets forth the
following:
1
Defendant is without sufficient assets to support to herself.
2
Upon the entry of a divorce decree, Defendant believes that her financial status will remain
the same and that she will be without financial assets to support herself.
WHEREFORE, Defendant requests your Honorable Court to award her alimony in
conjunction with the entry of a divorce decree.
Respectfully submitted,
fft-t
Hubert X. Gilroy, Es ire
Attorney for Defen" nt
Broujos & Gilroy, P.C.
4 North Hanover Street
Carlisle, P A 17013
(717) 243-4574
Supreme Court ID No. 29943
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DALE F. SHUGHART, JR.
ATTORNEY AT LAW
35 EAST HIGH STREET
SUITE 203
CARLISLE, PENNSYLVANIA 17013
Telephone (7171241.4311
Facsimile 17171 241.4021
OF COUNSEL
HAMILTON C. DAVIS
LEGAL ASSISTANT
BONNIE L. COYLE
February 8, 2002
Hand Deliver
Hand Deliver
E. Robert Elicker, II
Divorce Master
9 North Hanover Street
Carlisle, PA 17013
Hubert X. Gilroy, Esquire
BROUJOS & GILROY
4 North Hanover Street
Carlisle, PA 17013
RE: Leslie R. McKenzie vs. Linda D. McKenzie - Divorce
No. 01-222
Dear Mr. Elicker and Attorney Gilroy:
Please find enclosed Plaintiff's prehearing Statement with all
Exhibits attached except those relating to current income and
expenses. As I advise you in the Statement, Mr. McKenzie is
currently on temporary assignment away from his home. These items
will be provided to you as soon as I receive them, on or about
February 21.
DFS,JR/bc
Enclosure
cc Leslie McKenzie (Via facsimile only)
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LESLIE R. McKENZIE,
Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
v
: NO. 01-222
CIVIL TERM - LAW
LINDA D. McKENZIE,
WillMant
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: IN DIVORCE
PETITION RAISING CLAIM OF ALIMONY
Defendant, Linda D. McKenzie, by her attorneys, Broujos & Gilroy, P.C., sets forth the
following:
1
Defendant is without sufficient assets to support to herself.
2
Upon the entry of a divorce decree, Defendant believes that her financial status will remain
the same and that she will be without financial assets to support herself.
WHEREFORE, Defendant requests your Honorable Court to award her alimony in
conjunction with the entry of a divorce decree.
TAOe~py ..' _i~. .
In TIl8tImonY1r . . FAOM RECQAO
andthe . ,~.lhf"~untoS8fmy_
r _{ of 5<...; . ,i\ CarliSle, PI. .
a --(..- ~l
. 0SaIy
Hubert X. Gilroy, Es ire
Attorney for Defen ot
Broujos & Gilroy, r.c.
4 North Hanover Street
Carlisle, PA 17013
(717) 243-4574
Supreme Court ID No. 29943
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LESLIE R..~eJ\ENZIE,
'"';,:';;~r' Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
v
: NO. 01 - 222
CIVIL TERM - LAW
LINDA D. McKENZIE,
Defendant
: IN DIVORCE
PETITION FOR CLAIM OF COUNSEL FEES AND COSTS OF LITIGATION
Defendant, Linda D. McKenzie, by her attorneys, Broujos & Gilroy, P.C., sets forth the
following:
1
Defendant has expended various sums in connection with legal fees and costs of litigation in
the above case.
2
Defendant is without sufficient financial assets to pay her attorney and the costs of this
litigation.
3
Defendant expects to expend various additional sums on counsel fees and costs.
Wherefore, Defendant requests your Honorable Court to enter an order directing Plaintiff
to pay her attorney's fees, her costs of litigation including appraisal fees, and such other
relief as the court deems appropriate.
Respectfully submitted,
I,
TRUE tX)PV FROM RIECO':.,
1ft T~ywharool;, \.hete unto set"'k
end tlJe I oi 5;1<'>\1... . at carllSl8'6 () o,l
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HubertX. ilroy, Esquire
Attorne for Defendant
Brouj s & Gilroy, P.C.
4 No th Hanover Street
Carlisle, PA 17013
(717) 243-4574
Supreme Court ID No. 29943
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LESLIE R. McKENZIE,
Plaintiff
vS.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01- 222 CIVIL
LINDA D. McKENZIE,
Defendant
IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in divorce under Section 3301(c) of the
Divorce Code was filed on January 11, 2001.
2. The marriage of plaintiff and defendant is irretrievably
broken and ninety days have elapsed from the date of filing and
service of the Complaint.
3. I consent to the entry of a final decree of divorce.
4. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted.
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 lB Pa. CoSo ~4904 relating to unsworn
falsification to authorities. ~
DATE: June "3 , 2002 ~c
fR, ~1J .I -
eslie R. McKenz e
Sworn to and subscribed before me
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NOT....IA!.8EAL
BONNIE L. COYLI, NOTARY PUBLIC .
BORO Of CAIlUlL!, CUIIIBERLAND COUNTY
MY CClMMtSSloN I!XJIIIIn oeTOBEA 11 2002
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LESLIE R. McKENZIE,
Plaintiff
vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01- 222 CIVIL
LINDA D. McKENZIE,
Defendant
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST
ENTRY OF A DIVORCE DECREE UNDER
~ 3301(C) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce
without notice.
2. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted.
3. I understand that I will not be divorced until a divorce
decree is entered by the Court and that a copy of the decree will
be sent to me immediately after it is filed with the
prothonotary.
I verify that the statements made in this affidavit are true
and correct. I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn
falsification to authorities.
Date: June-3 , 2002
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01- 222 CIVIL
LESLIE R. M9~~NZ~E,
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LINDA D. McKENZIE,
Defendant
IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in divorce under Section 3301 (c) of the /-
Divorce Code was filed on ~~':'l :aia, 1998. ({Art...- /I; ,;JtX.J( I~&:t'-
2. The marriage of the plaintiff and defendant is
irretrievably broken and ninety days have elapsed from the date
of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce.
4. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted.
5. I have been advised of the availability of marriage
counselling and understand that I may request that the court
require that my spouse and I participate in counselling prior to
a divorce decree being handed down by the court.
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
falsification to authorities.
DATE: June If ' 2002~
Pa. C.S. ~4904 relating to unsworn
~J..J"" ~ mC'~: q
inda . D. McKenzie ~
Sworn to and subscribed before me
this 4f day of Jun/7 2002.
L 5f~ ~ UvWCV<-A-
Notarial Seal
Bridget Ann Corcoran, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires June 10, 2002
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LESLIE R.
McKENZIE,
Plaintiff
Of',
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
01- 222 CIVIL
vs.
LINDA D. McKENZIE,
Defendant
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST
ENTRY OF A DIVORCE DECREE UNDER
~ 3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce
without notice.
2. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted.
3. I understand that I will not be divorced until a divorce
decree is entered by the Court and that a copy of the decree will
be sent to me immediately after it is filed with the
prothonotary.
I verify that the statements made in this affidavit are true
and correct. I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn
falsification to authorities.
Date: June 1"" 2002
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Linda D.
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