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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
STATE OF
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~EFFREY S. KOLODZI.
PLAINTIFF
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. VERSUS
, PATRICIA A. KOLODZI.
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DEFENDANT
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AND NOW,
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DECREED THAT
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AND
PENNA,
No,
# 2213- 2001
CIVIL TERM
DECREE IN
DIVORCE
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~J., IT IS ORDERED AND
JEFFREY S. KOLODZI
, PLAINTIFF,
PATRICIA A. KOLODZI
, DEFENDANT,
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ARE DIVORCED FROM THE BONDS OF MATRIMONY.
THE COURT RETAINS JURISDICTION OF THE FOLLOWING CLAIMS WHICH HAVE
BEEN RAISED OF RECORD IN THIS ACTION FOR WHICH A FINAL ORDER HAS NOT
YET BEEN ENTERED;
A PROPERTY SETTLEMENT AGREEMENT IS ATTACHED AND MADE A PART HEREOF FOR
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PURPOSES OF ENFORCEMENT.
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ATTEST:
PROTHONOTARY
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SCOTT J. WERNER,
PLAINTIFF
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
v.
NO. 02-2200 CIVIL TERM
CHARMAINE WERNER,
DEFENDANT
IN DIVORCE
STIPULATION
AND NOW, this /s-"'r day of NOllf",,6~r-
, 2002, the parties
in the above-referenced action hereby stipulate and agree that the
Order attached hereto encompasses their intent and that it be
adopted as a Court Order.
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WITNESS
ERNER
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AINE WERNER
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SCOTT J. WERNER,
PLAINTIFF
IN THE COURT OF COMMON PLEAS
CUMBERLANll COUNTY, PENNSYLVANIA
v.
NO. 02-2200 CIVIL TERM
CHARMAINE WERNER,
DEFENDANT
IN DIVORCE
OUALIFIED DOMESTIC RELATIONS ORDER
1;ND NOW, this 'Ui"-- day of
l~
,2002, it
appea~s to the Court as follows:
1. Plaintiff, Scott J. Werner, date of birth April 14, 1971,
Social Security Number 191-50-8489, hereinafter referred to as
~Par~icipant" is a participant in the Pennsy Supply, Inc., 401(k)
and ~rofit Sharing Plan (hereinafter referred to as the ~Plan).
I
'2. The current and last known mailing address of Participant
is 1~0 North Orange Street, Carlisle, Pennsylvania 17013.
13. Defendant, Charmaine Werner, date of birth January 7,
1972,: Social Security Number I 03-1ot./-25ft hereinafter referred to
as ~~lternate Payee," is the former spouse of the Participant and
has a::aised claims for, inter alia, equitable distribution of
!
mari~al property pursuant to the Pennsylvania Divorce Code, 23 Pol.
C. S Section 3101, et seq.
4. A Marriage Settlement Agreement was entered into by the
part~es on July 18, 2002.
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:5. A Decree in Divorce was entered on August 7, 2002.
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6. The current and last known mailing address of Alternate
Payee is 1974 Fryloop Avenue Carlisle, Pennsylvania 17013.
7. This Order applies to the following plan: Pennsy Supply,
Inc., 401(k) and Profit Sharing Plan.
8. A portion of the Participant's account in the Plan is
marital property subject to distribution by this Court.
9. As per the terms of their Marriage Settlement Agreement,
the Participant shall pay the alternate Payee a net of $7,000.00
from his Plan.
10. The distribution to Alternate Payee from the Plan shall
be made as soon as administratively practicable following the
Plan's determination that this order is a Qualified Domestic
Relations Order.
11. Participant's death shall have no effect on payment of
Alternate payee's benefit under the Plan.
12. In the event the Alternate Payee dies before the
Alternate's Payee benefit is paid, the benefit shall be paid in
accordance with applicable Plan provisions regarding payments to
beneficiaries, in eluding payments when no beneficiary is
designated. The Alternate Payee shall be entitled to name a
beneficiary (or beneficiaries) to receive the unpaid balance of the
benefits. The death of the Alternate Payee before the Plan
determines that this order is a Qualified Donlestic Relations Order
shall not affect the right of the Alternate Payee's beneficiary to
benefit from the Plan.
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13, Participant shall be individually responsible for any
taxes incurred because of this distribution out of the Plan to
alternate payee.
14. The parties shall notify the Plan of any change in their
addresses from those set forth in this Order.
15. Nothing contained in this Order shall be construed to
require any plan or plan administrator:
a.. To provide to the Alternate Payee any type or form
of benefit or any option not otherwise available to the Participant
under the Plan, or
b. To pay any benefits to the Alternate Payee which are
required to be paid to another alternate payee under another order
determined by the Plan Administrator to be a Qualified Domestic
Relations Order before this Order is determined by the Plan
Administrator to be a Qualified Domestic Relations Order, or
c. To provide increased benefits to the Alternate
Payee.
16. It is the intent of the parties and the court that the
provisions of this Order operate as an effective assignment and
transfer of the Participant's interest in the Plan under both
federal and state laws, for all purposes, and constitute a valid
Qualified Domestic Relations Order in compliance. with Section
414(p) of the Internal Revenue Code and Section 206 (d) (3) of the
Employee Retirement Income Security Act of 1974 ("ERISA"), as
amended by the Retirement Equity Act of 1984.
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17. The Court of Common Pleas of Cumberland County,
Pennsylvania, shall retain jurisdiction to amend this Order, but
only for the purpose of establishing it or maintaining it as a
Qualified Domestic Relations Order; provided, however, that no such
amendment shall require the Plan to provide any form of benefit or
any option not otherwise provided by the Plan.. and further provided
that no such amendment or right of the Court to amend will
invalidate this Order.
18. A certified copy of this Order shall be served upon the
Plan. This Order shall take effect immediately upon approval of
the Order by the Plan and shall remain in effect until further
Order of Court.
BY THE COURT:
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2001-02213
Cumberland County Prothonotary's Office
Civil Case Inquiry
KOLODZI JEFFREY S (vs) KOLODZI PATRICIA A
J_
Page
Reference No. . :
Case Type,....: COMPLAINT - DIVORCE
Judgment...... .00
Judge Assigned:
Disposed Desc. :
------------- Case Comments --------------
Filed,...,...:
Time...,..... :
Execution Date
Jury Trial. . . .
Disposed Date,
Higher Crt 1.:
Higher Crt 2.:
4/16/2001
3:34
0/00/0000
0/00/0000
********************************************************************************
General Index Attorney Info
KOLODZI JEFFREY S
25 SOUTH PITT STREET
APARTMENT 4
CARLISLE PA 17013
KOLODZI PATRICIA A
571 F STREET
CARLISLE PA 17013
PLAINTIFF
WEEKS RUBY D
DEFENDANT
********************************************************************************
* Date Entries *
********************************************************************************
4/16/2001
4/16/2001
5/23/2001
1/16/2002
1/16/2002
1/16/2002
1/16/2002
7/19/2002
7/19/2002
7/19/2002
12/05/2002
12/05/2002
12/10/2002
12/10/2002
12/10/2002
12/10/2002
12/12/2002
- - - - -- - - - - - - -- - FIRST ENTRY - - - - - - - -- - - -- - - --
COMPLAINT - DIVORCE - 1 ADDL COUNT - EQUITABLE DISTRIBUTION
-------------------------------------------------------------------
MARRIAGE COUNSELING AFFIDAVIT - PLAINTIFF
-------------------------------------------------------------------
AFFIDAVIT OF SERVICE BY MAIL PURSUANT TO PA R C P 1920.4 A 1 II -
BY RUBY D WEEKS ESQ
-------------------------------------------------------------------
MOTION FOR APPOINTMENT OF MASTER RUBY WEEKS ESQ FOR PLFF
-------------------------------------------------------------------
INVENTORY AND APPRAISEMENT OF JEFFREY S KOLODZI
-------------------------------------------------------------------
INCOME AND EXPENSE STATEMENT OF JEFFREY S KOLODZI
-------------------------------------------------------------------
ORDER APPOINTING MASTER 1/16/02 E ROBERT ELICKER ESQUIRE IS
APPOINTED MASTER WITH RESPECT TO FOLLOWING CLAIMS -- ALL
GEORGE E HOFFER P JUDGE
-------------------------------------------------------------------
INCOME AND EXPENSE STATEMENT OF PATRICIA KOLODZI
-------------------------------------------------------------------
INVENTORY AND APPRAISEMENT OF PATRICIA A KOLODZI
-------------------------------------------------------------------
PETITION FOR THE PAYMENT OF ALIMONY AND ATTY'S FEES SUBSEQUENT TO
THE DIVORCE ACTION - BY ROBERT L O'BRIEN ESQ
AFFIDAVIT OF CONSENT - PLAINTIFF
-------------------------------------------------------------------
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIV DECREE-PLFF
AFFIDAVIT OF CONSENT - DEFENDANT
WAIVER OF COUNSELING - DEFENDANT
PRAECIPE TO TRANSMIT RECORD
PRAECIPE TO WITHDRAW COUNTS IN DIVORCE BY COUNSEL FOR PLF & DEF
-------------------------------------------------------------------
ORDER OF COURT - DATED 12/12/02 -- THE ECONOMIC CLAIS RAISED HAVING
BEEN RESOLVED IN ACCORDANCE WITH A PROPERTY SETTLEMENT AGREEMENT
DATED 11/26/02 THE APPOINTMENT OF MASTER IS VACATED - BY THE COURT
GEORGE E HOFFER PJ COPIES
- - - - - - - - - - - - - -- LAST ENTRY
********************************************************************************
* Escrow Information *
* Fees & Debits Beq Bal Pvmts/Adl End Bal *
********************************************************************************
DIVORCE
TAX ON CMPLT
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35.00
.50
35.00
.50
.00
.00
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PYS510
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Cumberland County Prothonotary's Office
civil Case Inquiry
2001-02213 KOLODZI JEFFREY S (vs) KOLODZI PATRICIA A
Reference No..:
Case Type.....: COMPLAINT -- DIVORCE
Judgment...... ,00
Judge Assigned:
Disposed Desc. :
----------------------- Case Comments -------------------
SETTLEMENT
MASTER'S FEE
DIV PA SURCHG
ADD'L COUNTS
JCP FEE
JCP FEE
ADD'L COUNTS
JCP FEE
JCP FEE
5.00
125.00
10,00
10.00
5.00
5.00
20.00
5,00
5.00
225.50
5.00
125.00
10.00
10,00
5.00
5.00
20.00
5.00
5,00
225.50
Filed..,..... :
Time......... :
Execution Date
Jury Trial, . . .
Disposed Date.
Higher Crt 1,:
Higher Crt 2.:
.00
.00
.00
.00
.00
.00
.00
.00
.00
.00
Page
2
4/16/2001
3:34
0/00/0000
0/00/0000
********************************************************************************
* End of Case Information *
********************************************************************************
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JEFFREY S, KOLODZI
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
CIVIL ACTION - LAW
VB.
NO. 01- 2213
19
CIVIL
PATRICIA A. KOLODZI
IN DIVORCE
DATE:
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO, 01 - 2213 CIVIL
PATRICIA A, KOLODZI,
Defendant
IN DIVORCE
TO: Rudy D, Weeks
Attorney for plaintiff
patricia A. Kolodzi
Defendant
DATE: Wednesday, January 23, 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:
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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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS,
CIVIL ACTION -- LAW
NO. 01 - 2213 CIVIL
PATRICIA A. KOLODZI,
Defendant
IN DIVORCE
CONFERENCE WITH
COUNSEL AND THE PARTIES
TO: Ruby D. Weeks
Jeffrey S. Kolodzi
, Counsel for Plaintiff
, Plaintiff
Robert L. O'Brien
patricia A, Kolodzi
, Counsel for Defendant
, Defendant
A conference has been scheduled at the Office of
the Divorce Master, 9 North Hanover Street, Carlisle,
Pennsylvania, on the 11th day of September 2002, at 2:30
p.m., with counsel and the parties to discuss the
outstanding economic issues to determine if there is a basis
of settlement of claims. If issues remain after the
conference, a hearing will be scheduled at another date.
Very truly yours,
Date of Notice:
July 30, 2002
E. Robert Elicker, II
Divorce Master
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TELEPHONE 717-243-1294
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ATTORNEY AT LAW
TEN WEST HIGH STREET
CARLISLE, PENNSYLVANIA 17013-2955
September 20, 2002
. E. Robert Elicker, II, Esquire
Divorce Master, Cumberland County
9 North Hanover Street
Carlisle, PA 17013
Re: Kolodzi v. Kolodzi
No. 01-2213 Civil In Divorce
Dear Mr. Elicker:
I am pleased to advise you that the parties in this matter have reached a property
settlement agreement and are signing af:(idavits of consent and waivers of notice. . I have
delivered the agreement to Mr, O'Brien this afternoon and anticipate the parties will sign them
next week. We are waiting for the specific language needed to do the QDRO for the pension and
deferred compensation plans. Please let me know if you need anything else to take this matter
off your calendar for September 25, and thereafter.
Sincerely,
~~.
Ruby D. Weeks, Esquire
RDW/ c
cc: Jeffery Kolodzi
Robert O'Brien, for the wife
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TELEPHONE 717-243-1294
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ATTORNEY AT LAW
TEN WEST HIGH STREET
CARLISLE, PENNSYLVANIA 17013-2955
December 5, 2002
E. Robert Elicker, II, Esquire
Divorce Master, Cumberland County
9 North Hanover Street
Carlisle, P A 17013
Re: Kolodzi v. Kolodzi
No. 01-2213 Civil In Divorce
Dear Mr. Elicker:
I am enclosing a copy of the signed property settlement agreement in the above-
referenced matter. A copy of the husband's affidavit and waiver are enclosed. We are still
waiting for are the wife's affidavit of consent and waiver of notice. Once these are received, we
will be able to finalize the divorce. '
Sincerely,
~~
Ruby D. Weeks, Esquire
RDW/ carn
Enclosure(s): As noted above
cc: Jeffery Kolodzi
Robert O'Brien, for the wife
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TELEPHONE 717-243-1294
ATTORNEY AT LAW
TEN WEST HIGH STREET
CARLISLE, PENNSYLVANIA 17013-2955
January 28, 2002
E. Robert Elicker, II, Esquire
Divorce Master, Cumberland County
9 North Hanover Street
Carlisle, PA 17013
Re: Kolodzi v. Kolodzi
No. 01-2213 Civil In Divorce
Dear Mr. Elicker:
Enclosed please find the signed certification of discovery.
s~~
Ruby D. Weeks, Esquire
RDW/ carn
Enclosure(s): As noted above
cc: Jeffery l\olodzi
Rc-h O'BrIen, Esq.
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Law Offices
O'BRIEN, BARIC & SCHERER
17 West South Street
Carlisle, Pennsylvania 17013
Robert L. O'Brien
David A, Baric
Michael A. Scherer
(717) 249-6873
Fax (717) 249-5755
E-mail: obs@obslaw.com
March 28, 2002
E. Robert Elicker, II, Esquire
Divorce Master
9 North Hanover Street
Carlisle, Pennsylvania 17013
RE: Kolodzi v, Kolodzi
Dear Mr. Elicker:
Please be advised that I have received your communication in reference tot he
Kolodzi divorce. My client does not want to move forward with the divorce action at this
time as she is collecting spousal support as well as coverage under her husband's
medical plans. Accordingly, she will not consent to a no fault divorce and if Mr. Kolodzi
wishes to proceed with it he will have to establish fault grounds. '
Very truly yours,
O'BRIEN, BARIC & SCHERER
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Robert L O'Brien, Esquire
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cc: Ruby Weeks, Esquire
Trish Kolodzi
File
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TELEPHONE 717-243-1294
ATTORNEY AT LAW
TEN WEST HIGH STREET
CARLISLE, PENNSYLVANIA 17013-2955
April 8, 2002
E. Robert Elicker, II, Esquire
Divorce Master, Cumberland County
9 North Hanover Street
Carlisle, PA 17013
Re: Ko1odzi v. Kolodzi
No. 01-2213 Civil In Divorce
Dear Mr. Elicker:
My client, Jeffrey Ko1odzi requests that you schedule a hearing on the fault divorce
grounds set forth in his divorce complaint. I am also herewith filing his Pre-trial Statement in
this matter, which is enclosed.
Sincerely,
~~
Ruby D. Weeks, Esquire
RDW/ c
Enclosure(s): As noted above
cc: Jeffery Kolodzi
Robert O'Brien, for the wife
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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 .10 Colyer
Office ManagerlReporter
West Shore
697-0371 Ex!. 6535
March 25, 2002
Ruby D. Weeks
Attorney at Law
10 West High Street
Carlisle, PA 17013-2995
Patricia A. Kolodzi
571 F Street
Carlisle, PA 17013
RE: Jeffrey S. Kolodzi vs. Patricia A. Kolodzi
No. 01- 2213 Civil
In Divorce
Dear Ms, Weeks and Ms. Kolodzi:
I have received a certification document from attorney Weeks
indicating that discovery is complete, I have no response from the
Defendant and I am, therefore, going to proceed on the basis that there
are no outstanding discovery issues. Mr. O'Brien's name appears on the
motion for appointment of Master as attorney for wife; however, I have no
documents or entry of appearance in the file indicating Mr. O'Brien's
involvement.
The complaint in divorce was filed on April 16, 2001, raising
grounds for divorce of irretrievable breakdown of the marriage and
indignities. I am going to proceed on the basis that grounds for divorce
are not an issue and that the parties will either sign affidavits of consent
or have been separated for a period in excess of two years so that the
divorce can proceed under the no-fault provisions of the divorce code.
However, if my assumption is not correct, please advise and I will
schedule a hearing on the alternative grounds of indignities.
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Ms. Weeks and Ms. Kolodzi
25 March 2002
Page 2
The complaint raised the economic claim of equitable distribution.
No claims have been raised by either party for alimony or counsel fees
and expenses.
In accordance with P.R.C.P. 1920.33(b) I am directing attorney
Weeks and Ms. Kolodzi or Mr. O'Brien, if he is representing wife, to each
file a pretrial statement on or before Monday, April 15, 2002. Upon
receipt of the pretrial statements, I will immediately schedule a pre-
hearing conference with counsel, and Ms. Kolodzi, if she is
unrepresented, to discuss the issues, and if necessary, schedule a
hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
NOTE:
Sanctions for failure to file the 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.
cc: Robert 1. O'Brien, Esquire
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
RULE TO SHOW CAUSE
AND NOW, this
day of
,20_, upon consideration of the
within Petition, a Rule is hereby issued upon Patricia A. Kolodzi, to show cause why an Order
should not be issued (l) precluding Defendant from offering any testimony or introducing any
evidence in support of or in opposition to claims for matters in that Defendant has failed to file
an inventory as required by Pa. R.C.P. 1920.33 (a), a Pre-trial statement as required by Pa.
R.C.P. 1920.33 (b) and as directed by the Master in Divorce to file a Pre-trial Statement on or
before April 15, 2002" should not be issued and (2) directing Defendant to return to Defendant
his items of personal property.
Rule returnable and hearing on the
day of
, 20_, at Court
Room No.
at
,M.
BY THE COURT,
J.
cc: Ruby D. Weeks, Esquire - for Plaintiff
Rob O'Brien, Esquire - for Defendant
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
ORDER OF COURT
AND NOW, this _ day of
,20_, upon consideration of the attached
petition, it is hereby ordered and directed that Defendant (1) is precluded from offering any
testimony or introducing any evidence in support of or in opposition to claims for matters in that
Defendant has failed to file an inventory as required by Pa. R.C.P, 1920.33 (a), a Pre-trial
statement as required by Pa. R.C.P. 1920.33 (b) and as directed by the Master in Divorce to file a
Pre-trial Statement on or before April 15, 2002 and (2) directed to return to Plaintiff all his items
of personal property.
BY THE COURT,
J.
cc: Ruby D. Weeks, Esquire - for Plaintiff
Rob O'Brien, Esquire - for Defendant
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLOPZI,
Defendant
# CJ( - d J.J3:JIVIL TERM
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 divorce is indignities or irretrievable breakdown of
the marriage, you may request marriage counseling.
A list of marriage
counselors is available in the Office of the Prothonotary at the Cumberland
County Court House, Carlisle, Pennsylvania, 17013.
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, Pennsylvania 17013
717-249-3166
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JEFFREY S, KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A, KOLODZI,
Defendant
# 01-;;) ::U3 CIVIL TERM
AFFIDAVIT OF MARRIAGE COUNSELING
I, Jeffrey S. Kolodzi, being duly 'sworn according to law, depose and say:
1. I have been advised of the availability of marriage counseling and
understand that I may request that the Court require that my spouse and I
participate in counseling.
2. I understand that the Court maintains a list of marriage counselors in the
Prothonotary's Office, which list is available to me upon request.
3. Being so advised, 1 do not request that the Court require that my spouse
and I participate in counseling prior to a divorce decree being handed
down by the Court.
I understand that false statements herein are made subject to the penalties
of 18 Pa. c.s. ~4904 relating to
unsworn falsification to authorities.
51~s-:!!"";",,,,
Dated: #Jt// //.,JI1/
Sworn and subscribed to
befo" me. this _'l..*'
of 4J1 , 0
day
, 2001.
NOfAlllAl. SIAl.
CAROl. A. Nt1'/IJtYN, -.y PIIbIIc:
C...&Ie ....... Cumboriancl County
My ev.....luloJ\ &pires June 28. 2003
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
II 0/- ;:t:J../.3 CIVIL TERM
COMPLAINT IN DIVORCE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
AND NOW COMES, Jeffrey S. Kolodzi, Plaintiff, by his attorney, Ruby D.
Weeks, Esquire, who avers as follows:
1. Plaintiff, an adult sui juris, is Jeffrey S. Kolodzi, a U. S. citizen,
who currently resides at 25 S, Pitt Street, Apartment 4, Carlisle,
Cumberland County, Pennsylvania 17013, since March 28, 2001.
2. Defendant, an adult sui juris, is patricia A. Kolodzi, aU. S. citizen,
who currently resides at 571 F Street, Carlisle, Cumberland County,
Pennsylvania 17013, since 1994.
3. Plaintiff and Defendant have been a bona fide resident(s) in the
Commonwealth of Pennsylvania for at least six months immediately previous
to the filing of this Complaint.
4. The Plaintiff and Defendant were married on June 17, 1988, at Carlisle,
Cumberland County, Pennsylvania.
5. there have been no prior actions of divorce or for annulment between the
parties in this or any other jurisdiction.
6. Neither party is a member of the Armed Forces of the United States.
7. The marriage is irretrievably broken.
8. Plaintiff and Defendant have lived separate and apart since December 25,
2000.
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9. Plaintifft has been advised that counseling is available and that
Plaintifft may have the right to request that the Court require the
parties to participate in counseling,
10. Plaintiff requests the Court to enter a decree of divorce.
COUNT I (A)- INDIGNITIES
3301 (a) (6) of the Divorce Code
1. Paragraphs 1 through 6 are hereby incorporated by reference and made a part
hereof.
2. The averments under this Count are not collusive.
3. Defendant has offered such indignities to Plaintiff, the innocent and
injured spouse, as to render her condition intolerable and life
burdensome.
COUNT II - IRRETRIEVABLE BREAKDOWN
3301 (c) of the Divorce Code
4. Paragraphs 1 through 3 are hereby incorporated by reference and made a
part hereof,
5. The marriage is irretrievably broken.
a. Plaintiff and Defendant have lived separate and apart since December
25, 2000.
6. Plaintiff has been advised as to the availability of counseling and that
he may have the right to request that the Court require the parties to
participate in counseling.
7. Plaintiff requests the Court to enter a decree of divorce.
COUNT III - REOUEST FOR DIVISION OF PROPERTY
UNDER SECTION 53502 OF THE DIVORCE CODE
8. Paragraphs 1 through 7 are hereby incorporated by reference and made a
part hereof.
9, The parties purchased or otherwise obtained during the course of their
marriage property which is considered "marital property".
10. Upon entry of a divorce decree, such property should be divided equitably
as is just and proper.
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WHEREFORE, plaintiff prays that a decree in divorce be entered divorcing
Plaintiff from the bonds of matrimony between the said Plaintiff and Defendant.
a. As to Count I, that a decree in divorce be entered divorcing
Plaintiff from the bonds of matrimony between the said Plaintiff and
Defendant,
b. As to Count II, in the alternative, should Defendant execute an
Affidavit consenting to.a divorce because the marriage is
irretrievably broken, that a decree in divorce be entered divorcing
Plaintiff from the bonds of matrimony between the said Plaintiff and
Defendant.
c. As to Count III, that this Court determine marital property and
order an equitable distribution thereof.
d. Such other additional relief as the Court deems necessary and
approp:ciate.
I verify that the statements made in this Complaint 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: b/l.IL It '/;'0'/
.
Ru~r:
Attorney for Plaintiff
10 West High Street
Carlisle, PA 17013
(717) 243-1294
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COMMONWEALTH OF PENNSYLVANIA
BB
COUNTY OF CUMBERLAND
The above named, Jeffrey S. Kolodzi, being duly sworn according to law,
deposes and says that the facts contained in the foregoing Complaint are true and
correct, and the Complaint is not made out of levity or by collusion between her
and the said Defendant for the mere purpose of being freed and separated from
each other, but that it is brought in sincerity and in truth for the cause
mentioned in the said Complaint.
Plaintiff
Sworn and sUbscft~ed to
befJJEpme,this day
of Al ~ ' 2001.
OflJJlll.D ~, ~()J1R~
Notary Pub ic
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
IN DIVORCE
JEFFREY S. KOLODZI,
Plaintiff
PATRICIA A. KOLODZI,
Defendant NO.2213 CIVIL TERM 2001
PRAECIPE TO TRANSMIT RECORD
To the Prothonotary:
Transmit the record, together with the following information, to the court for entry of a divorce
decree:
1. Ground for divorce: irretrievable breakdown under Section (3301(c))
2. Date and manner of service of the complaint: was served on Patricia A. Kolodzi, at
571 F Street, Carlisle, Cumberland County, Pennsylvania, 17013, by mailing the same to her by certified
mail, restricted delivery, No. 7099 3400 0018 5048 7812, on May 18, 2001 Service was accepted on
May 21,2001.
3. Date of execution of the affidavit of consent required by Section 3301 (c) ofthe Divorce
Code: by the plaintiff 11/26/02; by the defendant 12/6/02
4. Related claims pending: none
5. Date plaintiffs Waiver of Notice in S 3301(c) Divorce was filed with the prothonotary:
December 10. 2002
Date defendant's Waiver of Notice in S 330 1( c) Divorce was filed with the prothonotary:
December 10.2002
Date: December 10,2002
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Ruby ~ekes, Esquire
Attorney for the Plaintiff
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
PRAECIPE TO WITHDRAW COUNTS IN DIVORCE
TO THE OFFICE OF THE PROTHONOTARY:
Please withdraw the previous requests for Indignities, Request' for Divsion
of Property, in the above captioned divorce action since these matters have been
satisfactorily resolved between the parties through a Property Settlement
Agreement entered into November 26, 2002.
Dated,
1-,(-111-0 y
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Ruby D. Wee s, Esquire ~
Attorney for Plaintiff
cc, Ruby D. Weeks, Esquire
Rob O'Brien, Esquire
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2213 CIVIL TERM 2001
v,
PATRICIA A. KOLODZI,
Defendant
IN DIVORCE
AFFIDAVIT OF CONSENT, ACCEPTANCE OF
SERVICE AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER SECTION 3301(C) OF THE DIVORCE CODE
1. A complaint in divorce under Section 3301 (C) of the Divorce Code was
filed on April 16, 2001,
2. Defendant acknowledged receipt and accepted service of the Complaint
on
3. The marriage of the Plaintiff and Defendant is irretrievably broken and
ninety days have elapsed from the date of the filing of the Complaint.
4. I consent to the entry of a final decree in divorce without notice.
5. I understand that I may lose rights concerning alimony, division of
property, lawyer's fees or expenses if I do not claim them before a divorce is granted.
6. I understand that I will not be divorced until a Divorce Decree is entered
by the Court and that a copy of the Decree will be sent to me immediately after it is filed
with the Prothonotary.
7. I have been advised of the availability of marriage counseling and
understand that I may request that the court require counseling. I do not request that
the court require counseling.
I verify that the statements made in this affidavit are true and correct. I
understand that false statements herein are made subject to the penalties of 18
Pa.C.S. Section 4904 relating to unswor~1ifiCatiOn to authorities.
Date: /d-~-OJ{ .
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
AFFIDAVIT OF CONSENT
I. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed
on April 16, 2001.
2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety
(90) days have elapsed from the date of filing and service of the
Complaint,
3. I consent to the entry of a final decree of divorce after service of
notice of intention to request entry of the decree.
4. I understand that I may lose rights concerning alimony I 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
18 Pa. C.S. ~4904 relating to unsworn falsification to authorities,
Dated'~)V, 2.(.,,2002
,
Plaintiff
Sworn and subscribed to
before me this ~ day
of Air)',/!>,." be.r ,200.2
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A, KOLODZI,
Defendant
NO. 2213.
CIVIL TERM 2001
WAIVER OF NOTICE OF INTENTION TO REOUEST ENTRY
OF DIVORCE DECREE UNDER ~ 3301 eel 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 ve~ify 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:
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JEFFREY S. KOLODZI
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
v.
PATRICIA A. KOLODZI
: NO.
01 - 2213
: IN DIVORCE
ORDER AND NOTICE SETTING HEARING
TO: Jeffry S. Kolodzi
RubyD. Weeks
, Plaintiff
, Counsel for Plaintiff
Patricia A. Kolodzi
Robert L. O'Brien
, Defendant
, Counsel for Defendant
*
You are directed to appear for a hearing to take testimony on the outstanding
issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9
North Hanover Street, Carlisle, Pennsylvania, on the 25th day of
September 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.
George E. Hoffer, President udge
Date of Order and
Notice: 7/9/02
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, P A 17013
TELEPHONE (717) 249-3166
* TESTIMONY WILL BE LIMITED TO THE FACTOR OF MARITAL MISCONDUCT AS
THAT FACTOR AFFECTS WIFE'S ALIMONY CLAIM.
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
MOTION FOR APPOINTMENT OF MASTER
JEFFREY S. KOLODZI, Plaintiff, moves the Court to appoint a Master with respect
to the following claims:
IX )
I )
I )
I )
Divorce
Annulment
Alimony
Alimony Pendente Lite
(x )
I )
I )
I )
Distribution of Property
Support
Counsel Fees
Costs and Expenses
and in support of the motion states:
1. Discovery is complete as to the claim Is) for which the appointment of a
Master is requested.
2. The Plaintiff has appeared in the action by his attorney, Ruby D, Weeks,
Esquire.
3, The statutory groundls) for divorce are 33011c)
4. Delete the inapplicable paragraph Is) :
a. This action is contested.
5. The action does not involve complex issues of law or fact.
6. The hearing is expected to take one-half day.
7. Additional information, if any relevant to the motion: Attornev for the
Defendant is Rob OIBrien. Esauire.
Dated:
\ \.1 ( P \ ()'J..
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Ruby D~ttorney for Plaintiff
AND NOW,
is appointed
ORDER APPOINTING MASTER
,2~L;. r~~
to the following claims:~
f Esquire,
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JEFFREY S. KOLODZI
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
v.
PATRlCIAA. KOLODZI
: NO.
01 - 2213
: IN DIVORCE
ORDER AND NOTICE SETTING HEARING
TO: Jeffrey S. Ko1odzi
Ruby D. Weeks
, Plaintiff
, Counsel for Plaintiff
Patricia A. Ko1odzi
Robert L. O'Brien
, Defendant
, Counsel for Defendant
*
You are directed to appear for a hearing to take testimony on the outstanding
issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9
9th
of your case.
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
* TESTIMONY WILL BE ON THE GROUNDS FOR DIVORCE OF INDIGNITIES TO THE
PERSON, '
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
AFFIDAVIT OF SERVICE BY MAIL
PURSUANT TO PA R.C.P. 1920.4 eal ell eEl
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, RUBY D. WEEKS, ESQUIRE, Attorney for Jeffrey S. Kolodzi, being duly
sworn according to law, depose and say that a true and correct copy of the
Divorce complaint, was served on Patricia A. Kolodzi, at 571 F Street,
Carlisle, Cumberland County, Pennsylvania, 17013, by mailing the same to her
by certified mail, restricted delivery, No, 7099 3400 0018 5048 7812, on May
18, 2001 Service was accepted on May 21, 2001.
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Ruby D. Wee s, Esquire
Sworn and subscr~~~ to
befo:}1)e this ~ day
of 'Cf1.Y , 20QL.
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CARLISLE, Pennsylvania
170132935
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
PRE-TRIAL STATEMENT IN ACCORDANCE WITH Pa. R.C.P. 1920.339(B)
A. STATEMENT OF FACTS:
1. The parties were married on June 17, 1988 in Carlisle, Cumberland County,
Pennsylvania. The Husband filed for a divorce on April 16, 2001 on fault and no-fault
grounds, The parties have lived separate and apart since December 25, 2000 when the
Husband moved out due to the wife's fits of rage and irresponsible spending of his
money. He seeks a divorce based on the fault grounds asserted in the divorce complaint,
or in the alternative, with wife's consent.
2. The parties are the parents of one minor child, Megan M. Kolodzi, born January 16,
1994. By Court Order dated October 22, 2002 and docketed to number 2001-719
Cumberland County Court of Common Pleas the parties share joint legal custody.
Primary physical custody is with the mother, father has shared physical custody of the
child every other week from Wednesday after school until Monday morning prior to
school. During the summer months the father has custody of the daughter every other
week from Friday to Friday, The parties share custody on holidays.
3. By SUpport Order dated August 14,2002 and docketed to 00109 S 2001, PACSES
058103025 of Cumberland County Court Of Common Pleas, Domestic Relations
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Section, the father currently pays $949.10 per month support. $638.21 of this is for child
support and $310.89 is for alimony. Husband has been paying this amount since
September I, 2001, prior to that he was paying an addition $290,95 as a mortgage
deviation amount. Prior to this husband had continued to pay the mortgage and all
household expenses even though he no longer lived in the residence.
4. a) Husband: Jeffrey S. Kolodzi was born May II, 1965 in Baltimore, Maryland. He
will soon be turning 37. He works as a Trooper for the Pennsylvania State Police,
Carlisle Barracks. He has been employed there since 1991. He earns $55,831.40 gross
per year, $2,977.50 net monthly. He is currently paying $949.10 per month for child
support and alimony. Husband is a 1983 graduate from Big Spring High School,
Newville, PA. He served in the United States Army from 1983 until 1986. He currently
resides at 25 South Pitt Street, Apartment #4, Carlisle, PA 17013.
Husband has always been the main source of income in the family. He was the
one totally responsible for the expenses, due to the wife inability to maintain employment
for any extended length of time which created financial hardships in the marriage.
b) Wife: Wife was born April 16, 1966 in Carlisle, Pennsylvania. She will soon be 36.
Wife graduated from Shippensburg High School in Pennsylvania in 1984. She has no
higher education. Wife has gone through numerous jobs. She does not hold any job for
a significant amount of time. Since the separation she has worked at the Carlisle
Barracks Commissary, Lutheran Church Child Care and The Dress Barn. She is
currently self-employed as a cleaning lady as far as the Husband knows. Husband is
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unaware of the wife's earnings from her business and would like copies of her business
records specifying income.
The Wife would spend money frivolously throughout the marriage. Husband one
time, previous to separation, opened the mail to find a $700.00 Finger Hut bill to his
surprise. When wife was employed she would not use any of her income to help with
household expenses. She used all of her income for her own personal spending, leaving
the husband solely responsible for making sure all household obligations were met.
Wife would display fits of rage towards husband making it impossible for him to
continue to reside with her. These fits of rage have continued well after the separation.
Husband believes the wife is currently being prescribed Prozac to help control this.
5. The martial residence was appraised at $104,800.00 by Larry E. Foote. The home was
placed for sale with Trish Negley, Realtor for Coldwell Banker. The wife eventually
refused to allow the Realtor to show the property. Wife also left the outside of the house
get into disarray and the husband had to pay someone $100.00 to mow the grass and
clean up the mess. The husband transferred the deed to marital residence to the wife and
she refinanced the mortgage into her name. This was done with both the husband and
husband's legal counsel being under the impression that the divorce proceeding would be
finalized thereafter. Unfortunately the wife then refused to follow through with this.
Husband's attorney sent numerous correspondence to wife's attorney all of which went
un-responded to. The wife finally replied with additional demands five months later,
forcing the husband to have to file with the Divorce Master.
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B. LEGAL ISSUES:
1. Husband requests equitable distribution of the marital assets; husband seeks a 50-
50 distribution of assets,
2, Husband is requesting fair market rent for the marital residence from date of
separation until date deed was transferred to wife.
3. Husband seeks a divorce on fault grounds as asserted in his divorce complaint in
the event wife will not consent to a divorce,
C. LIST OF ASSETS:
SUMMARY OF PRESENT VALUES
from Husband's/Wife's Inventory & Aooraisal
ITEM VALUE AT VALUE AT IN WIFE'S IN
DATE OF PRESENT POSSESSION HUSBAND'S
SEPARATION POSSESSION
Marital Pronertv
571 "F" STREET, CARLISLE 12800,00 12800.00 12800.00
$104,800 - 92,000 = $12800.00
CHEV, CORVETTE 4,000.00 4000.00 4000.00
FORD TRUCK FI50 10,000.00 10000.00 10000.00
CHEVY CORSICA 2000.00 2000,00 2000.00
KAWASAKI MOTORCYCLE 2000.00 2000.00 2000,00
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ITEM VALUE AT VALUE AT IN WIFE'S IN
DATE OF PRESENT POSSESSION HUSBAND'S
SEPARATION POSSESSION
PSECU CD 111101 513 110 I wife cashed in
8167.44 4015,98 and took
4315.02
PSECU Checking !l1I01 513 I/O I
1380.80 1464.08
Wife Waypoint 0100111780 3123/0 1 2556.40
2556.40
PSECU SAVINGS 1131101 5131101
4790,27 1337.24
Husband's RETIREMENT-Pa, State Police 12131101 25862.76 12931.38 12931.38
This was not vested at time of separation 12- 25862.76
25-00
Husband's deferred comn,Pa. State Police 18458 18458.00 18458
GUNS-Husband -marital nortion 1000,00 1000.00 1000.00
Personal Pronertv 4168,00 4168.00 3178.00 990.00
Antioue Table 400.00 400.00 400.00
TOTAL Marital Prooertv 95,027.27 90,062.46 46,180.80 41,379.38
Non-marital PrOne"". Wife's
Unknown to Husband
TOTAL Wife's Senarate Pronertv
Non-Marital Pronertv Husband's
Ford Escort - nremarital
Guns - nremarital 1135.00 1135.00 710.00 425.00
TOTAL Husband's Separate 1135.00 1135.00 710.00 425.00
Pronertv
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.
ITEM VALUE AT VALUE AT IN WIFE'S IN
DATE OF PRESENT POSSESSION HUSBAND'S
SEPARATION POSSESSION
GRAND TOTAL 94,162.27 91,197.46 46,890.80 41,804.38
Pronertv Transferred
Marital Residence to Wife bv Husband
TOTAL
Liabilities RESPONSIBLE PARTY
WIFE HUSBAND
MORTGAGE - assumed bv wife 92,000.00
TOTAL Liabilities 92,000.00
D. WITNESS:
L Exoert Witnesses: At the present time there are no expert witnesses anticipated,
Husband does, however, reserve the right to call such experts as may be necessary to
refute or rebut any expert testimony offered by Defendant or which may be necessary to
value the assets of the parties.
2. Witnesses: Husband will testify, and he reserves the right to call any other witnesses
who may be necessary to rebut or refute evidence or testimony offered by the Defendant.
E. EXHIBITS
1. Documentation regarding value of marital property
2. Documents regarding bank account values
6
3, Documents regarding Husband's retirement
4. Documents regarding Husband's deferred compensation
5. Appraisal of marital residence
6. Waiver regarding marital residence
7. Interim Agreement regarding marital residence
8. Listing Agreement for marital property
9. Child Support Order
F. PROPOSED RESOLUTION OF ECONOMIC ISSUES:
Husband wishes to have the all marital property divided SO/50 between the parties. He
wishes to have Wife directed to pay fair market rental value from date of separation until date
the property was transferred. Husband wishes for a fault divorce decree to be issued.
Respectfully submitted,
~~
Ruby D. Weeks, Esquire
Attorney for Plaintiff - Husband
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cc Rob O'Brien, Esquire - for Defendant
Jeffrey S. Kolodzi
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Apl COUNTERTOP RANGE, WALL OVEN,REFRI*
Equip CABLE READY, CABLE AVAILABLE
IntF STOVE, WOOD/COAL, WASHER CONNECT*
Rooms FAMILY ROOM, LAUNDRY/UTILITY
ExtF PATIO, STORAGE SHED/OUT BLDG
WtSw PUBLIC SEWER, PUBLIC WATER
LETTER STREET LOCATION PRICED TO SELL. LARGE EAT-IN
KITCHEN, WITH 13 X 24 LIVING ROOM, LOWER LEVEL FAMILY ROOM
13 X 33. WOOD FLOORS UNDER LIVING ROOM AND BEDROOM CARPETS.
FRESH NEUTRAL PAINT, NEW WALL OVEN AND CERAMIC COOKTOP.
COAL/WOODSTOVE IN FAMILY ROOM REMAINS. 10 X 12 STORAGE SHED
REMAINS.
LO EBENER 717-243-6195 LA G-SHOVER, LINDA
LA Vmail 243-6195X271 LA Email ebener@pa.net
INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED
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Mun CARLISLE
Dir FROM SQUARE N
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Rooms 6 Bedrooms
Fee
Style RANCH
LR 13 X 24 LVL
DR LVL
FR 13 X 33 LVL
DEN LVL
KIT 10 X 17 LVL
MBR 13.6 Xll LVL
BRl 12 X 12 LVL
BR2 12 X 10 LVL
BR3 LVL
BR4 LVL
ORl LVL
OR2 LVL
OR3 LVL
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$ 107,900 MLS # 10069051
SchDist CARL Dev
ON HIGH TR/COLLEGE/TL E ST. PROPERTY ON RIGHT.
Acres 0.00 Totsqft 001176 Source PUBLIC *
3 Baths:Full 1 Half 0 #Firepl 00 Warnty YrBlt+/- 1960
Lvl-Bth:Full1 Half
Exterior ALUM, BRICK Taxes 1526 Yr 2001
M WOOD FLOOR, WALL TO WALL CARPET
WOOD/COAL STOVE, WALL TO WALL CARPET
WOOD FLOOR, WALL TO WALL CARPET
WOOD FLOOR, WALL TO WALL CARPET
WOOD FLOOR, WALL TO WALL CARPET
Heat"fClRCED AIR, OIL
COBL CENTRAL AIR ""
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FINISHED
717-243-3138
Prepared by: Ginny Mowery on August 21, 2001
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235 ALLEN RD
Mun CARLISLE
Dir 235 ALLEN ROAD
LotSz 75 X 198
Rooms 5 Bedrooms
Fee
Style RANCH
LR
DR
FR
DEN
KIT
MBR
BR1
BR2
BR3
BR4
OR1
OR2
OR3
$
SchDist CARL
98,500
MLS # 10063791
Dev
Acres 0.34 Totsqft 001040
3 Baths:Full 1 Half 0 #Firepl
Lvl-Bth:FullM Half
Exterior ALUM,BRICK
M CEILING FANS,WALL TO WALL
M CEILING FANS,WALL TO WALL
Source APPRAIS*
00 warnty N YrBlt+/- 1968
1257 Yr 99/20*
LVL
LVL
LVL
LVL
LVL M CERAMIC
LVL M CEILING
LVL M CEILING
LVL M CEILING
LVL
LVL
LVL
LVL
LVL
Taxes
CARPET
CARPET
TILE FLOOR
FANS,WALL TO
FANS,WALL TO
FANS, WALL TO
WALL
WALL
WALL
CARPET
CARPET
CARPET
Fin CONVENTIONAL,VA,FHA,CASH
ApI RANGE,REFRIGERATOR
Equip CEILING FAN,ATTIC FAN,CABLE RE*
IntF SOME WINDOW TREATMENTS,WALK-UP *
Rooms
ExtF
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Heat BASEBOARDS,ELECTRIC
Cool WALL UNIT(S)
Bsmt FULL,PARTIALLY FINISHED,INTERIOR *
Prkg PVD DR,ATT,CARPORT
Arneni
LtDsc LEVEL
PUBLIC SEWER,PUBLIC WATER,WELL
WELL MAINTAINED RANCH HOME IN THE CARLISLE BOROUGH. HARDWOOD
FLOORS UNDER CARPETS. FINISHED LOWER LEVEL FAMILY/REC ROOM.
WORKSHOP AREA TO REAR OF ATTACHED CARPORT. ASPHALT SHINGLE
ROOF INSTALLED FALL OF 1992.
**24 HOUR NOTICE A MUST**
LO WOLFE 717-243-1551 LA WILLIAM L. SHEARER,* 717-243-1551
LA Vmai1 240-8030X3 LA Emai1 bshearer@wolfeshearer.com
INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED
Prepared by: Ginny Mowery on August 21,2001
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Mun CARLISLE
Dir SPRING RD NORTH
LotSz 75 X 165'
Rooms 6 Bedrooms
Fee
Style RANCH
LR
DR
FR
DEN
KIT
MBR
BR1
BR2
BR3
BR4
OR1
OR2
OR3
LVL
LVL
LVL
LVL
LVL
LVL
LVL
LVL
LVL
LVL
LVL
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MLS # 10062569
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SchDist CARL
TO LEFT ON H STREET
Acres 0.00 Totsqft 001244 Source PUBLIC *
3 Baths:Fu11 1 Half 1 #Firepl 00 Warnty YrBlt+/- 0000
Lvl-Bth:FullM Half M
,Exterior BRICK,VINYL Taxes
M WINDOW TREATMENT,WALL TO WALL CARPET
1505 Yr 2000
M CEILING FANS,VINYL FLOORING,WINDOW TREATMENT, DINING AREA
M WINDOW TREATMENT,WALL TO WALL CARPET
M WINDOW TREATMENT,WALL TO WALL CARPET
M WINDOW TREATMENT,WALL TO WALL CARPET
M WOOD/COAL STOVE,WALL TO WALL CARPET
Fin CONVENTIONAL,VA,FHA,CASH Heat BASEBOARDS
ApI RANGE,DISPOSAL Cool NONE
Equip SMOKE DETECTORS,CEILING FAN Bsmt FULL,FINISHED,CONCRETE FLOOR
IntF STOVE, WOOD/COAL,ALL WINDOW TRE* Prkg PVD DR,OFF STREET
Rooms REC/PLAY ROOM Ameni
ExtF EXISTING STORM WINDW,EXISTING S* LtDsc LEVEL
WtSw PUBLIC SEWER,PUBLIC WATER
IN TOWN RANCH HOME WITH FAMILY ROOM IN THE LOWER LEVEL.
PETTIT STOVE IN FAMILY ROOM. TWO PANTRIES. OFF STREET
PARKING
LO C21ASO 717-243-4929 LA COON-DELLINGER, TRA* 717-245-2090
LA Vmail 240-8936 LA Email
INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED
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Prepared by: Ginny Mowery on August 21, 2001
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824 GOBIN DR $ 92,600 MLS # 10059958
Mun CARLISLE SchDist CARL Dev HAMILTON DEVELOPMENT
Dir SQUARE: N HANOVER FOR 9/10 MI, LIMEDIA, GO TO 'T', R/GOBIN, HSE ON L
LotSz 80X128X83X148 Acres 0.00 Totsqft 001452 Source APPROXI*
Rooms 7 Bedrooms 3 Baths:Fu11 1 Half 0 #Firepl 00 Warnty Y YrBlt+l- 1967
Fee Lvl--Bth:Fu11M Half
Style RANCH Exterior ALUM Taxes 1650 Yr 00/01
LR 15X27'7 LVL M CEILING FANS,WOOD FLOOR, WALL TO WALL CARPET
DR 7X12 LVL M VINYL FLOORING, DINING AREA
FR LVL
DEN LVL
KIT 8'7X10'3 LVL M VINYL FLOORING
MBR LVL
BR1 12'3X13 LVL
BR2 12X12 LVL
BR3 11X12 LVL
BR4 LVL
OR1 7X8'7 LVL
OR2 LVL
OR3 LVL
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M WOOD
M WOOD
M WOOD
TO WALL CARPET
FLOOR, WALL
FLOOR
FLOOR, WALL
TO WALL CARPET
Fin CONVENTIONAL,VA,FHA,CASH
ApI RANGE, DISPOSAL, REFRIGERATOR, DRYER
Equip SMOKE DETECTORS, CEILING FAN,CA*
IntF GAS STOVE CONNECTION, WASHER CON*
Rooms
ExtF PORCH, PATIO, STORAGE SHED/OUT BL*
WtSw PUBLIC SEWER, PUBLIC WATER
REMEMBER NICE-SIZED ROOMS? THIS SPACIOUS HOME HAS THEM, PLUS
GAS HEAT (FURNACE/92), HARDWD FLRS UNDER CPT, & NAT'L TRIM.
UNIQUE LAYOUT FEATURES 7X10 CENTER HALL FROM WHICH THE BR'S
EXTEND, & HUGE LR. ONE OF THE BR'S CURRENTLY USED AS THE
LAUNDRY, BUT ORIG HOOK-UPS IN LL STILL EXIST IF YOU NEED 3RD
BR. OUTSIDE: 1-CR CRPRT, STORAGE SHED (7X7) & RR PATIO.
La GAUG3 717-243--8080 LA RUEGG, STEVEN C. 717-249-9352
LA Vmail 243-3072X253 LA Email steve.ruegg@jgr.com
INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED
Heat FORCED AIR, GAS
Cool WINDOW UNIT(S),CEILING FAN
Bsmt FULL, UNFINISHED, CONCRETE FLOOR
Prkg PVD DR, OFF STREET, CARPORT
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Mun CARLISLE SchDist CARL Dev HAMILTON DEV
Dir N ON HANOVER T/L MEDIA T/R HAMILTON TO HM ON LEFT
LotSz Acres 0.22 Totsqft 001232 Source PUBLIC *
Rooms 0 Bedrooms 3 Baths:Fu11 1 Half 0 #Firepl 00 Warnty YrBlt+l- 1961
Fee Lvl-Bth:Full Half
Style RANCH Exterior ALUM,BRICK Taxes 1492 Yr 00/01
LR LVL
DR LVL
FR LVL
DEN LVL
KIT LVL
MBR 12X13 LVL
BR1 LVL
BR2 10Xl1 LVL
BR3 10X10 LVL
BR4 LVL
ORl LVL
OR2 LVL
OR3 LVL
Fin CONVENTIONAL,VA,FHA,CASH
Apl RANGE,MICROWAVE,DISHWASHER,DISPO*
Equip SMOKE DETECTORS,CEILING FAN,CA*
IntF
Rooms
ExtF EXISTING STORM WINDW,EXISTING S*
WtSw PUBLIC SEWER,PUBLIC WATER
NEAT AND CLEAN RANCH HOME ON QUIET STREET. RECENT
IMPROVEMENTS INCL: CONCRETE DRIVEWAY AND WALKS, REPLACEMENT
WINDOWS, & 200AMP SERVICE. CHERRY EAT-IN KITCHEN W/ALL APPL.
HARDWOODS THROUGHOUT. BEST BUY IN BOROUGH UNDER lOOK.
Heat FORCED AIR,OIL
Cool CENTRAL AIR
Bsmt FULL,PARTIALLY
Prkg OFF STREET
Ameni
LtDsc LEVEL
FINISHED,INTERIOR *
LO BH1 717-243-1000 LA BILLMAN, RANDY 717-249-0030
LA Vmail 243-1000X210 LA Email
INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED
Prepared by: Trlcla Negley on August 21, 2001
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LOOK FOR US, WE'LL GET YOU THERE.
P.O. Box 1711, Harrisburg. Pennsylvania 17105-1711
Member FDIC
PATRICIA A KOLOOZI
571 F ST
CARLISLE PA 17013-1350
3464
ACCOUNT NUMBER TYPE OF ACCOUNT:
01001117BO TOTALLY FREE.'
INTEREST PAID
YEAR TOD,Ag , "
,ANNUAL' PERCENTAGE YIELD
EARNED (APYE)
STATEMENT DATE
3/23/01
DAYS IN CYCLE
28
PAGE I
AVERAGE BALANCE
2,556,40
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---------------------------------------------------------------------------------------------------------------------------
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PREVIOUS BALANCE"" " ",i",LOEPOSITS
1, OO,,";c'::';~::;4.764. 92,,'
DATE '
3/02/01
3/05/01
," .',' 3107/01
3/07101
;3/0B/Ol
:3/12101
" 3/12101
3112101
. 3/13/01
3/13/01
3/13101
3/14101
, 3/14/01
3119101
3/20101
3123/01
DATE
3/08/01
3114101
ACTIVITy'DESCRIPTION
'ACCOUNTfOVERDRAWN 5 BUSINESS DAYS
DEPOSI(";);\:)'" , ., .
PATRICIFKOLOOn ';-
WlR'EJRANSFER'FEE "'1
CHECKf93;::'" ,'" ,
NAFFINANC(~SVCS/PAYDEPOSIT
MONErACCESSSER/DDA TR6046
921 CAVALRYRD CARLISLE PA
DDA270009 :' .'
351 EAST HIGH ST. CARLISLE PA
DDA 080002..:, ' .
EVERY,WOMA~FITNES CARLISLE PA
CHEC(#96
CHECK #95 '
MONEY ACCESS SER/DDA JQ1315
1160 WALNUT BOTTOH CARLISLE PA
CHECK #94, '
DEPOSIT
DOA VlSATE
TGL*TOTAL GYH 10F1 B88-517.7237 PA
DEBIT CAROHOLOER FEE
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. CHARGES
.'-,.:;00
" ,', WlT~DR~WALS
'A; 422 .97,'
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29,00
912,00
66,05 ,.'"
60,00
9,90
235.47
1.00
DATE
3/13101
CHECK NO.
96
ENDING BALANCE
3.340.95
BALANCE;"
. 6:00:'~(
194.00 ;
4.441.86 -
4.431.86
4,410.34 ,,:,'
4,627.40
4.567.40,
4.554.37
4.525,37 '
3,613,37
3.547.31
3.487.31 '
3.477,41
3,577 ,42
3,341.95
3.340.95
AMOUNT
912,00
--------------------------Need'Cish?-"ApplY"for-a-waYpOlnt-[oan-Honday-through-Frlday-before--------------------------------
2:00 p.m. and we guarantee you a credit answer that same day or we'll
pay you SlOO.OO in cash! Apply today! ,.
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CHECK NO.
93
94
AHOUNT
21.52
9.90
'CHECK SUHHARY ,
* indicates sUpln check numbers
DATE CHECK NO. 'AMOUNT
3113101 '95 66,05
POD.502 (10/00)
Customer Service Toll-Free 1-866-WAYPOINT, (1-866-929-7646) . www.waypointbank.com
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STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
~ 1J/#t.eI'7f .4
~, JU?v1Uml p ,[.1
v1w1 /J1~.Au-
~iAf-tj6LODZI
~ - JaIt
.HARRISBURG, PA 17110
PD
01/01/01
01/31/01
01/01 ID 01 REGULAR SHARES Beginning Balance 5230.88
01/01 Withdrawal via SST Transfer To Share 04 300,00-- 4930.88
01/05 Withdrawal Adjustment ATM REBATE-DEC 4.00 4934,.88
01/05 Payment: Transfer From Share 04 200.00 5134.88
01/12 Withdrawal at ATM #00002157 62.50- 5072.38
ATM CLARION HOTEL CARLISLE PA
01/16 01/15 Withdrawal at ATM #00006558 51. 00- 5021.38
ATM 9 W BIG SPRING AVENEWVILLE PA
01/16 Withdrawal at ATM #00000504 41. 00- 4980.38
ATM 4240 JONESTOWN RD HARRISBURG PA
01/16 Withdrawal at ATM #00000075 61.50- 4918.88
ATM 604 E, HIGH ST. CARLISLE PA
01/16 Withdrawal at ATM #00001060 61.50- 4857.38
ATM CARLISLE PLAZA MALCARLISLE PA
01/19 Payment: Transfer From Share 04 200.00 5057.38
01/19 Special Dividend 22.19 5079.57
01/29 01/28 Withdrawal at ATM #00007816 201. 00- 4878.57
ATM 9 W BIG SPRING AVENEWVILLE PA
01/29 Withdrawal at ATM #00004745 41.50- 4837.07
ATM 3821 UNION DEPOSITHARRISBURG PA
01/30 Withdrawal at ATM #00003786 60.00- 4777.07
ATM 5 EAST GATE DRIVE CARLISLIE PA
01/31 Payment: Dividend 3.100% 13 .20 4790.27
Annual Percentage Yield Earned 3.14% from 01/01/01 through 01/31/01
Based on Average Daily Balance of 5,014.98
01/31 Ending Balance 4790.27
Dividend YTD: Year to Date 35.39
Di vidend YTD: In 2000 258.93
========================================================================================
01/01
01/01
01/01
01/01
01/02
01/02
01/02
ID 04 CHECKING Beginning Balance
Payment: via SST Transfer From Share 01
Withdrawal at ATM #00002013
ATM 1166 WALNUT BOTTOMCARLISLE PA
Withdrawal POS #00019234
POS 1180 WALNUT BOTTOMCARLISLE PAKMART
Check 001015
Check 001021
withdrawal at ATM #00008450
ATM 37 CARLISLE RD NEWVILLE PA
Withdrawal POS #PS001457
--- Continued on following page
1380.80
300.00 1680.80
40,00- 1640.80
20.00- 1620.80
32.12- 1588.68
36.00- 1552.68
100.00- 1452.68
25.27- 1427.41
, 01/02
32, 2'l~71
"~'oj
-~_O:~T""'l "'>:'"'~. '\" . _ ~-"-' - 1<"-":-:;
,- ;, ,~.:,. ~
,.",
"
-"
411' ,
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
. ""5 i,' <'E, ",tv' " ',., ,
"I cd ,;
, . ,
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
01/01/01
01/31/01
01/02
01/03
01/03
01/03
01/03
01/04 01/03
01/04
01105
01/05
01105
01/06
01/08
01/09 01/08
01/09
01/09
01/09
01/09
01/10
01/10
01/10
01/10
01/11
01/11
01/11
01/11
01/16
32,272
'i;1fu'!~
POS US RTE 11 SOUTH CARLISLE PAFOOD LION #
Withdrawal MORTGAGE PAYMENT
Withdrawal at ATM #00002899
ATM HAMPDEN MECHANICSBURGPA
Check 001019
Check 001020
Check 001017
Withdrawal Check Card
01/02 240294603ES6SKGRZ 5912 CARLISLE APOTHECARY CARLISLE
Check 001022
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Check 001014
Withdrawal at ATM #00008072
ATM 6520 CARLISLE PIKEMECHANICSBURGPA
Check 001024
Withdrawal Check Card
01/06 2413829079GSNJ5BD 5211 LOWE'S #405 MECHANICBURG PA
Withdrawal at ATM #00004965
ATM 1166 WALNUT BOTTOMCARLISLE PA
Check 001025
Withdrawal POS #00004329
POS GIANT FOOD #05 MECHANICSBURGPAGIANT FO
withdrawal POS #00992781
POS 901 WALNUT BOTTOM CARLISLE PAWALNUT B
Check 001026
Check 001023
Check 001028
withdrawal at ATM #00000721
ATM 4361 N FRONT ST HARRISBURG PA
withdrawal, at ATM #00002022
ATM CARLISLE CARLISLE PA
Withdrawal at ATM #00002033
ATM CARLISLE CARLISLE PA
Withdrawal at ATM #00625562
ATM 603 FRANKLIN ST CARLISLE PA
Withdrawal POS #PS001972
POS 1900 RITNER HIGHWACARLISLE PASHEETZ #2
Check 001027
--- Continued on following page ---
1144.94-
51. 50-
7.25-
15.00-
80.02-
15.00-,
PA
75.08-
1568.90
200.00-
32.42-
100.00-
15.00-
60.75-
240.00-
25.00--
84,95-
15.00-
95.20-
119.27-
120.02-
60.00-
151. 50-
61.50-
41.00-
18.01-
29.00-
LL.
, ~,_"_ ",""",,," A . r _,' _ -, ,- :.-
282.47
230.97
223.72
208.72
128.70
113.70
38.62
1607.52
1407.52
1375.10
1275,10
1260.10
1199,35
959,35
934.35
849,40
834.40
739.20
619,93
499.91
439.91
288.41
226.91
185.91
167.90
138.90
,"
-iI',
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
-
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
01/01/01
01/31/01
01/16
01/17
01/19
01/19
01/19
01/19
01/20
01/20
01/22
01/22
01/23 01/22
01/23
01/23
01/23
01/23
01/23
01/24
01/24
01/24
01/25 01/24
01/25
01/25
01/25
01/26
01/26
01/26
01/26
32,273
Check 001030
Check 001031
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00006814
ATM JEFFERSON STREET SHIPPENSBURG PA
Check 001029
Withdrawal at ATM #005146
ATM 429 S HANOVER ST CARLISLE PA
Withdrawal POS #00050804
POS 950 WALNUT BOTTOM CARLISLE PANELLS-WAL
Check 001032
Withdrawal at ATM #00284179
ATM 603 FRANKLIN ST CARLISLE PA
Withdrawal Check Card
01/19 24121260MN3F44A02 5969 DPS NUTRITION INC SCRANTON
Withdrawal at ATM #00001198
ATM 246 PARKER STREET CARLISLE PA
Check 001034
Check,001035
Check 001033
Withdrawal POS #00060872
POS 37 CARLISLE RD. NEWVILLE PASAYLOR'S MA
Check 001036
Check 001040
Withdrawal POS #PS000743
POS US RTE 11 SOUTH CARLISLE PAFOOD LION #
Withdrawal Check Card
01/23 24029460RETMFT7TK 7997 CARLISLE FITNESS INC CARLISLE
Withdrawal at ATM #00008566
ATM CARLISLE WEST CARLISLE PA
Check 001038
Check 001039
Withdrawal at ATM #00000106
ATM 17 W. HIGH STREET CARLISLE PA
Check 001041
Check 001037
Withdrawal at ATM #00008111
ATM 911 EISENHOWER BLVHARRISBURG PA
--- Continued on following page --_
80.00-
6.58-
1893.11
200.00-
61. 00-
3.81-
101.00-
34.74 -
9.00-
41. 00-
131. 29-
PA
100.00-
10,00-
23,75-
148.32-
18.79-
15,00-
280.20-
12.75-
20.00-
PA
61. 50-
15.60-
32.42-
101.50-
32.12-
57.80-
60.00-
.~~
~__ 0 <__ "_". ,
,
58.90
52.32
1945,43
1745.43
1684.43
1680.62
1579.62
1544,88
1535.88
1494.88
1363.59
1263.59
1253.59
1229,84
1081. 52
1062.73
1047.73
767.53
754.78
734,78
673.28
657.68
625.26
523.76
491.64
433.84
373.84
---
~"
..:, ,
STATEMENT OF ACCOUNT
.1 CREDIT UNION PLACE
HA~RISBURG, PA 17110
-
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
01/01/01
01/31/01
01/29 01/27
01/29 01/28
01/29
01/30
01/30
01/31
01/31
01/31
01/31
Number
001014
001015
001017*
001019*
001020
001021
001022
001023
* Asterisk
DES,CRlP ,ON
Withdrawal at ATM #00004747
ATM 1900 RITNER HIGHWACARLISLE PA
Withdrawal Check Card
01/26 24246510S60SV27J5 5251 CASTLES LUMBER CO SVST
Check 001044
Check 001043
Check 001046
Check 001042
Withdrawal EXCESS MAC
Payment: Dividend 2.000%
Annual Percentage Yield Earned
Based on Average Daily Balance
Ending Balance
Dividend YTD: Year to Date
Dividend YTD: In 2000
81.00-
292.84
2.69-
CARLISLE PA
8,00- 282.15
49.00- 233.15
55.44- 177.71
32,75- 144,96
5.00- 139.96
1. 07 141. 03
01/31/01
290.15
2,01% from 01/01/01 through
of 631. 32
141. 03
1. 07
17.39
Amount Number Amount
32.42 001024 15.00
32.12 001025 25,00
80.02 001026 95.20
7.25 001027 29.00
15.00 001028 120.02
36.00 001029 3,81
75.08 001030 80.00
119.27 001031 6.58
next to number indicates skip
Number
001032
001033
001034
001035
001036
001037
001038
001039
in number
Number
001040
001041
001042
001043
001044
001046*
Amount
9.00
148.32
10.00
23,75
15.00
57.80
15.60
32.42
sequence
Amount
280.20
32.12
32.75
49.00
8,00
55.44
~=================~=====================================================================~
n/01 ID 50
}1/31
1l/31
12 MONTH CERTIFICATE Beginning Balance
Payment: Dividend 6.830%
Annual Percentage Yield Earned 7.05% from 01/01/01
Ending Balance
12 MONTH CERTIFICATE will mature on 09/12/01
Dividend YTD: Year to Date
Dividend YTD: In 2000
8167.44
47,38 8214.82
through 01/31/01
8214.82
47.38
167.44
========================================================================================~
2,274
Total Dividend YTD: Year to Date
Total Dividend YTD: in 2000
Total YTD Finance Charge: Year to Date
83.84
443,76
0.00
,-"" ~, ", l' .,
L
,.n',_ ,___':",-_~,,'_ _...____
.::~~""'---
~
+
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
-
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
02/01/01
02/28/01
ID 01 REGULAR SHARES Beginning Balance
01/31 Withdrawal via SST Transfer To Share 04
Payment: Transfer From Share 04
Withdrawal Adjustment ATM REBATE-JAN
Payment: Transfer From Share 04
Payment: Dividend 3.100%
Annual Percentage Yield Earned 3.15% from 02/01/01
Based on Average Daily Balance of 3,779.41
Ending Balance
Dividend YTD: Year to Date
Dividend YTD: In 2000
02/01
02/01
02/02
02/05
02/16
02/28
02/28
4790.27
1300.00- 3490.27
200.00 3690.27
4.00 3694.27
200,00 3894.27
8.99 3903.26
through 02/28/01
3903.26
44.38
258.93
=========================================================================================
02/01 ID 04
02/01 01/31
02/01 01/31
02/01 01/31
02/01
02/01
02/02
02/02
02/02
02/02
02/03
02/05 02/04
02/05
02/07
02/09
02/12 02/11
02/12
31,288
'"1-'f!'~ . n, Co, '. ,,_,~_ ".~
CHECKING Beginning Balance
Payment: via SST Transfer From Share 01
Withdrawal at ATM #00005249
ATM 1900 RITNER HIGHWACARLISLE PA
Withdrawal Check Card
01/30 24138290ZWR7MY38P 5655 DICK'S CLOTHING&SPORTI
Check 001045
Withdrawal MORTGAGE PAYMENT
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00004020
ATM CARLISLE CARLISLE PA
Withdrawal at ATM #00002432
ATM 4860 CARLISLE PIKEMECHANICSBURGPA
Withdrawal at ATM #00970583
ATM 603 FRANKLIN ST CARLISLE PA
Withdrawal Check Card
02/02 243017213WGNF5VRF 0742 NORTHSIDE VETERNARY CARLISLE
Withdrawal at ATM #00004980
ATM 5 EAST GATE DRIVE CARLISLIE PA
Withdrawal at ATM #00004802
ATM 960 WALNUT BOTTOM CARLISLE PA
Withdrawal at ATM #00002741
ATM CARLISLE GIANT CARLISLE PA
Withdrawal POS #00132272
POS 413 FORGE RD. BOILING SPRINPAKARNS QUA
Withdrawal at ATM #005292
---- Continued on following page ---
1300.00
41.00-
27.05--
HAMPDEN TOWNS
10.00-
1144,94-
1682.01
.X " I t_ ~ -
~~
,- ,
200.00-
101.50--
101. 50-
41.00-
26.00-
PA
100.00-
31.50-
61. 50-
22.20-
121.00-
141. 03
1441.03
1400.03
1372.98
PA
1362.98
218,04
1900.05
1700,05
1598.55
1497.05
1456.05
1430.05
1330.05
1298.55
1237.05
1214.85
1093.85
",", --,
STATEMENT OF ACCOUNT
~ CREDIT UNION PLACE
HARRISBURG, PA 17110
PSECf
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
02/01/01
02/28/01
02/12
02/13
02/14 02/13
02/14 02/13
02/14
02/15
02/16
02/16
02/16
02/20 02/19
02/20 02/19
02/20
02/21
02/22 02/21
02/23
02/23
02/25
02/26
02/27
02/27
02/27
02/28
02/28
31,289
ATM 429 S HANOVER ST CARLISLE PA
Withdrawal at ATM #00007737
ATM 3549 CPTL CTY MALLCAMPHILL PA
Withdrawal at ATM #00005517
ATM 3549 CPTL CTY MALLCAMP HILL PA
Withdrawal Check Card
02/11 24625921BDEYWFLPS 5541 UNI MARTS #4236 BOILING SPRI
Withdrawal Check Card
02/12 24301721QWGPNP2T2 7999 TWIN PONDS WEST MECHANICSBURG
Check 001047
Withdrawal at ATM #00005323
ATM CARLISLE CARLISLE PA
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00001227
ATM 844 POST EXCHANGE CARLISLE PA
Withdrawal at ATM #00007851
ATM 1900 RITNER HIGHWACARLISLE PA
withdrawal POS #PS002401
POS 1900 RITNER HIGHWACARLISLE PASHEETZ #2
Check 001050
Withdrawal at ATM #00007748
ATM 5 EAST GATE DRIVE CARLISLIE PA
withdrawal at ATM #00001850
ATM GABLES OF CARLISLECARLISLE PA
Withdrawal at ATM #00006268
ATM 6520 CARLISLE PIKEMECHANICSBURGPA
Withdrawal POS #00240198
POS 1886 WAL-MART MECHANICSBURGPAWAL-MART
Withdrawal at ATM #00002169
ATM NOBLE BLVD. & S. WCARLISLE PA
Withdrawal at ATM #005409
ATM 429 S HANOVER ST CARLISLE PA
Check 001051
Check 001054
Withdrawal at ATM #00006605
ATM 37 CARLISLE RD NEWVILLE PA
Withdrawal EXCESS MAC
Payment: Dividend 2,000%
--- Continued on following page
61.50-
71.50-
19.61-
PA
75.83-
PA
44.00-
51.50-
1586,41
200.00--
60,00-
61.00-
22,50-
400.35-
1.00.00-
21.00--
60.00-
68.98-
41.50-
41.00-
40.00-
96 . 61-
60.00-
2.00-
2.05
" - '- ',I~,",
1032.35
960.85
941. 24
865.41
821. 41
769.91
2356.32
2156.32
2096.32
2035.32
2012.82
1612.47
1512.4 7
1491.47
1431,47
1362.49
1320.99
1279,99
1239.99
1143.38
1083.38
1081.38
1083.43
>*"",-_ "'"11'
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
-
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
02/01/01
02/28/01
02/28
2.02% from 02/01/01 through 02/28/01
of 1,336.58
1083.43
Annual Percentage Yield Earned
Based on Average Daily Balance
Ending Balance
Dividend YTD: Year to Date
Dividend YTD: In 2000
Number
001045
001047*
* Asterisk
Number
001054*
Amount Number Amount
10.00 001050* 400.35
44.00 001051 40.00
next to number indicates skip
Amount
96.61
in number sequence
-----------------------------------------------------------------------------------------
-----------------------------------------------------------------------------------------
02/01 ID 50
02/28
02/28
12 MONTH CERTIFICATE Beginning Balance
Payment: Dividend 6,830%
Annual Percentage Yield Earned 7.05% from 02/01/01
Ending Balance
12 MONTH CERTIFICATE will mature on 09/12/01
Dividend YTD: Year to Date
Dividend YTD: In 2000
3.12
17.39
Number
Amount
8214.82
43.04 8257.86
through 02/28/01
8257.86
-----------------------------------------------------------------------------------------
-----------------------------------------------------------------------------------------
90.42
167.44
Total Dividend YTD: Year to Date
Total Dividend YTD:in 2000
Total YTD Finance Charge: Year to Date
31,290
0:~
-T:"P"<",!"'--":'-.=" ._"" ",,,~~ "", ,I~I~,," ,_.
7'"
,.,
137.92
443,76
0.00
+.. ,~
STATEMENT OF ACCOUNT
'1 CREDIT UNION PLACE
HARRISBURG, PA 17110
PS':,E""Cf,"'; ",
' ''c,- ,_.,
, ! i, ,.':
, <:
~ ~" :~~ -' -,:
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
03/01/01
03/31/01
03/01
03/01
03/02
03/05
03/07
03/07
03/07
03/07
03/07
03/16
03/28
03/30
03/31
03/31
ID 01 REGULAR SHARES Beginning Balance
02/28 Withdrawal via SST Transfer To Share 04
Payment: Transfer From Share 04
Withdrawal Adjustment ATM REBATE-FEB
paymen t"",!!'ransf er&F,rom "Share ro 0
withdrawar~Acc6unE~Aajustment:
ern ""'''''''WI,RE'''I'RANSFER
Withdrawal~Ac~9~n~"~djustment:
JI7 - WIRE TRANSFER SERVI.CE CHARGE
Payment: Transfer From Share 04
Withdrawal via SST Transfer To Share 04
Payment: Transfer From Share 04
Payment: Dividend 3.100%
Annual Percentage Yield Earned 3.14% from 03/01/01
Based on Average Daily Balance of 2,267.74
Ending Balance
Dividend YTD: Year to Date
1889,00-
200.00
4.00
-424!7'l'86'
",424'7.,.86-
10.00-
3903,26
2014.26
2214.26
2218.26
6466.12
2218.26
2208.26
200.00 2408,26
400.00- 2008.26
200.00 2208.26
5.97 2214.23
through 03/31/01
50.35
=========~==============================================================================:
2214.23
03/01 ID 04
03/01 02/28
03/01
03/01
03/01
03/01
03/02
03/02
03/02 03/01
03/02
03/02
03/03 03/02
03/03
03/05
37,649
.' ~
CHECKING Beginning Balance
Payment: viaSST Transfer From Share 01
Withdrawal at ATM #00009079
ATM5 EAST GATE DRIVE CARLISLIE PA
Check 001049
Withdrawal POS #PS005002
POS 1900 RITNER HIGHWACARLISLE PASHEETZ #2
Withdrawal MORTGAGE PAYMENT
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal Check Card
02/27 24897391VDFMHTTF5 5812 CRACKER BARREL #431 CARLISLE
Withdrawal at ATM #005432
ATM 429 S HANOVER ST CARLISLE PA
Check 001052
Withdrawal Check Card
02/28 24121261W62VZDJ2T 5969 DPS NUTRITION INC SCRANTON PA
Withdrawal POS #00004017 120.00-
POS GIANT FOOD #11 CARLISLE PAGIANT FOOD #
Withdrawal at ATM #00002419
ATM 246 PARKER STREET CARLISLE PA
---- Continued on following page ---
,",:'-v-"',.. ,--,( "1 ' - -'..' - ~, l"'.,~
,
'-' ,
1889.00
30.00-
.10.00-
21.77-
1133.88-
1585.22
200,00-
17.13-
PA
81.00-
1000.00-
89.53-
40.00-
1083,43
2972,43
2942.43
2932.43
2910,66
1776.78
3362.00
3162.00
3144.87
3063.87
2063.87
1974.34
1854.34
1814.34
-If'C--
STATEMENT OF ACCOUNT
.1 CREDIT UNION PLACE
HARRISBURG, PA 17110
PSE'Cf'" '
'; j ,., :', ',,-'-,' ',',',:,',." ",",'
~ 'i, -,-: :~ '-..~
, l .' .'... ":,;.
\ " '- '
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
03/01/01
03/31/01
03/05
03/05
03/05
03/06
03/06
03/06
03/06
03/07 03/06
03/07
03/07
03/07
03/08 03/07
03/09
03/10
03/12
03/12
03/13
03/14
03/15
03/16
03/16
03/16
03/16
03/16
03/17
03/19 03/18
03/20
37,650
Check 001061
Check 001053
Check 001056
Withdrawal at ATM #00007461
ATM 37 CARLISLE RD NEWVILLE PA
Check 001059
Check 001062
Check 001055
Withdrawal at ATM #00009844
ATM 1900 RITNER HIGHWACARLISLE PA
Check 001060
Check 001057
Withdrawal at-ATM #00007338
ATM DITMER'S TEXACO GETTYSBURG PA
Withdrawal Check Card
03/06 240294622ETTVX4HS 5251 NEWVILLE FEED & HARD NEWVILLE
Withdrawal at ATM #00007866
ATM 37 CARLISLE RD NEWVILLE' PA
Withdrawal POS #00072655
POS 37 CARLISLE RD, NEWVILLE PASAYLOR'S MA
Withdrawal at ATM #00000588
ATM 1099 HARISBURG PK CARLISLE 1PA
Check 001063
Check 001064
Check 001065
withdrawal at ATM #00004869
ATM CARLISLE WEST CARLISLE PA
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
withdrawal at ATM #005538
ATM 429 S HANOVER ST CARLISLE PA
Check 001066
Check 001067
Withdrawal at ATM #00001771
ATM 3 TRISTAN DRIVE DILLSBURG PA
Withdrawal at ATM #00002090
ATM 5 EAST GATE DRIVE CARLISLIE PA
Withdrawal at ATM #00002508
ATM 1166 WALNUT BOTTOMCARLISLE PA
--- Continued on following page ---
12.00-
177,08-
313,00-
60.00-
9.50-
32.12-
61.65-
21.00-
49.00-
500.00-
41. 50-
11.68 -
PA
80,00-
43.20-
61.50-
55.00-
'42.00-
80.02-
21.50-
1682.01
200.00-
101,00-
0.13-
71.27-
121. 50-
100.00-
140.00-
"~-,
,'-.,",,',", ,-_.,~-<-~~- ~~. ~,',"."'"
.,.
1802.34
1625,26
1312.26
1252,26
1242.76
1210.64
1148.99
1127.99
1078.99
578.99
537.49
525,81
445.81
402,61
341.11
286.11
244.11
164.09
142.S9
1824.60
1624.60
1523.60
1523.47
1452.20
1330.70
1230.70
1090.70,
. J,
"
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
-
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
03/01/01
03/31/01
03/21 03/20
03/21 03/20
03/22
03/22
03/23
03/25
03/25
03/26
03/27
03/28
03/28
03/28
03/30
03/30
03/30
03/31
03/31
03/31
03/31
Number
001049
001052*
001053
001055*
001056
37,651
""".,l_!i\ ""
,~" e ~ ,~"'~t,;,', ,"":' ;..",
Withdrawal Check Card
03/17 24610432E03RFTHL2 5311 THE BON
Withdrawal Check Card
03/17 24610432E03RFTHKS 5311 THE BON
Check 001072
Withdrawal POS #00009191
POS GIANT FOOD #11 CARLISLE PAGIANT
Withdrawal at ATM #00002198
ATM 1900 RITNER HIGHWACARLISLE PA
Withdrawal at ATM #00009239
ATM 1300 CAMP HILL RD CAMP HILL PA
Withdrawal at ATM #00004536
ATM 1166 WALNUT BOTTOMCARLISLE PA
Check 001074
Withdrawal at ATM #00003532
ATM 5 EAST GATE DRIVE CARLISLIE PA
Payment: via SST Transfer From Share
Withdrawal at ATM #00003562
ATM 9 W BIG SPRING AVENEWVILLE PA
Check 001073
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00001033
ATM 37 CARLISLE RD NEWVILLE PA
Withdrawal EXCESS MAC
Withdrawal POS #PS007397
POS 1900 RITNER HIGHWACARLISLE PASHEETZ #2
Payment: Dividend 2.000%
Annual Percentage Yield Earned
Based on Average Daily Balance
Ending Balance
Dividend YTD: Year to Date
7.42- 1083.28
TON #31 CAMP HILL PA
165.70- 917.58
TON #31 CAMP HILL PA
161.00- 756.58
40.00- 716.58
FOOD #
61. 00- 655,58
61.50- 594.08
200,00- 394 . 08
39.75- 354.33
60.00- 294,33
01 400.00 694,33
401.00- 293.33
32,12- 261. 21
1880.77 2141.98
200.00- 1941.98
100.00- 1841.98
2,00- 1839.98
20.39- 1819.59
1. 50 1821. 09
2.02% from 03/01/01 through 03/31/01
of 882.46
Amount Number
10,00 001057
1000,00 001059*
177,08 001060
61.65 001061
313.00 001062
--- Continued on
Amount Number
500.00 001063
9.50 001064
49.00 001065
12.00 001066
32,12 001067
following page ---
,,<, ^. I' ,~-,
,"1"-,.,.,,-,
Amount
55,00
42.00
80.02
0.13
71.27
1821.09
4.62
Number
001072*
001073
001074
Amount
161. 00
32,12
39.75
'(;If'.
"
, -
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
-
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
03/01/01
03/31/01
* Asterisk next to number indicates skip in number sequence
=~=====~=====~===========================================================================
03/01
03/07
03/31
03/31
ID 50 12 MONTH CERTIFICATE Beginning Balance 8257.86
withdrawal Transfer To Share 01 67.19 4315.05- 3942.81
Payment: Dividend 6,830% 27.72 3970.53
Annual Percentage Yield Earned 7.05% from 03/01/01 through 03/31/01
Ending Balance 3970.53
12 MONTH CERTIFICATE will mature on 09/12/01
Dividend YTD: Year to Date 118.14
Penalty YTD: Year to Date 67.19
=~=======================================================================================
Total Dividend YTD: Year to Date
Total Penalty YTD: Year to Date
Total YTD Finance Charge: Year to Date
173.11
67.19
0.00
37,652
ilJ<!\l!iI!1l'l1m
+ #
-
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
PS'D""
:,i"",,',i :,,",,', ",','," ',..
"' ". '! :!:
, "
,':. \ '~.' -' ',:
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
04/01/01
04/30/01
04/01 ID 01
04/03
04/04
04/05
04/12
04/19
04/19
04/24
04/25
04/26
04/26
04/26
04/27
04/30
04/30
REGULAR SHARES Beginning Balance
Withdrawal Transfer To Share 04
Withdrawal via SST Transfer To Share 04
Withdrawal Adjustment ATM REBATE-MAR
Payment: Transfer From Share 04
Withdrawal at ATM #00002341
ATM 1099 HARISBURG PK CARLISLE IPA
Withdrawal via SST Transfer To Share 04
Withdrawal Transfer To Share 04
Withdrawal at ATM #00004447
ATM 1415 RITNER HIGHWACARLISLE PA
Withdrawal at ATM #00005350
ATM CARLISLE GIANT CARLISLE PA
Withdrawal at ATM #00006815
ATM CARLISLE PLAZA MALCARLISLE PA
Withdrawal Transfer To Share 04
Payment: Transfer From Share 04
Payment: Dividend 3.100%
Annual Percentage Yield Earned 3,14% from 04/01/01
Based on Average Daily Balance of 1,523.30
Ending Balance
Dividend YTD: Year to Date
2214.23
149.65- 2064.58
600.00- 1464,58
4,00 1468.58
200,00 1668.58
31. 50- 1637.08
300.00- 1337.08
28.51- 1308,57
31.50- 1277.07
41.50- 1235.57
61. 50- 11 74.07
32.00- 1142.07
200.00 1342.07
3.88 1345.95
through 04/30/01
1345,95
================~================================~=======================================
54.23
04/01 ID 04 CHECKING Beginning Balance 1821.09
04/01 03/31 Withdrawal POS #00037401 25.77- 1795.32
POS 37 CARLISLE ROAD NEWVILLE PASAYLOR'S
04/02 Withdrawal MORTGAGE PAYMENT 1133.88- 661.44
04/03 Withdrawal at ATM #00004207 51.00- 610.44
ATM 9 W BIG SPRING AVENEWVILLE PA
04/03 Check 001071 333.70- 276.74
04/03 Payment: Transfer From Share 01 149.65 426.39
04/03 Check 001075 426.39- 0.00
04/04 Payment: via SST Transfer From Share 01 600.00 600.00
04/04 Withdrawal at ATM #00001874 201,50- 398.50
ATM CARLISLE GIANT CARLISLE PA
04/04 Withdrawal at ATM #00008938 201. 50- 197.00
ATM 100 S.SPRING GARDECARLISLE PA
04/04 Withdrawal Adjustment at ATM #00001874 201,50 398.50
ATM CARLISLE GIANT CARLISLE PA
04/05 Withdrawal at ATM #00000022 61.50- 337,00
_u Continued on following page ---
31,867
,;"fr'N,it
,j
~"
--I
"
.
-
-
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
PSI' 'Ct'.'"
',' .,"'-'- c",' ',"" c,',,'
,.': " '-/; ": '~' , :~
'. ,l'-'
~' : ):'
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
04/01/01
04/30/01
04/06
04/07
04/09
04/10
04/10
04/11
04/11
04/12
04/12
04/13
04/16
04/16
04/17
04/17
04/17 e
04/17.
04/17
04/18
04/19 04/18
04/19
04/19
04/19
04/20 04/19
31,868
~;;m!~J "~"< ~I,
ATM CARLISLE CARLISLE PA
Withdrawal at ATM #00002156
ATM 37 CARLISLE RD NEWVILLE PA
Withdrawal POS #00060437
POS 37 CARLISLE ROAD NEWVILLE PASAYLOR'S
Withdrawal at ATM #00002666
ATM 37 CARLISLE RD NEWVILLE PA
Withdrawal POS #PS009134
POS 37 CARLISLE RD NEWVILLE PASAYLOR'S MAR
withdrawal POS #00120503
POS 1706 SPRING ROAD CARLISLE PANELL'S-SPR
Withdrawal at ATM #00006063
ATM 5 EAST GATE DRIVE CARLISLIE PA
Check 001070
Payment: PA TREASURY DEPT
TYPE: PAYROLL 10: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00003701
ATM 246 PARKER STREET CARLISLE PA
Withdrawal at ATM #00004392
ATM 10 N PROGRESS AVE HARRISBURG PA
withdrawal POS #00341173
POS 1886 WAL-MART MECHANICSBURGPAWAL-MART
Withdrawal POS #00005018
POS 1706 SPRING ROAD CARLISLE PANELL'S-SPR
Withdrawal POS #00018809
POS 1180 WALNUT BOTTOMCARLISLE PAKMART
Check 001078
Check 001077
Check 001080
Withdrawal POS #PS007887
POS 200 E HIGH CARLISLE PAEXXON 9200527
Withdrawal Check Card
04/16 24226383B9DXY4930 5310 WAL MART MECHANICSBURG
Withdrawal at ATM #00002340
ATM 1099 HARISBURG PK CARLISLE 1PA
Withdrawal Adjustment at ATM #00002340
ATM 1099 HARISBURG PK CARLISLE 1PA
Payment: via SST Transfer From Share 01
Withdrawal Adjustment Adj/Return
--- Continued on following page ---
.-' -,~ ",". ,,,'~ . -, , ~, -
'-'
" ~.. ."~,,",,",,, -", "<~', ,~
illW,~~E~t~
~il;.Ji_
80,00- 257.00
20.62- 236.38
40.00- 196.38
21 . 08- 175,30
12.30- 163.00
30.00- 133.00
20,80- 112.20
1714.28 1826.48
200.00- 1626,48
60.00- 1566.48
51.25- 1515.23
56.97- 1458.26
77 . 64- 1380.62
39.24- 1341. 38
160.04- 1181. 34
161. 00- 1020.34
395.00- 625.34
20,52- 604.82
10.S7- 594.25
PA
31.50- 562,75
31. 50 594.25
300.00 894.25
10.57 904,82
~ ,: ":>-
STATEMENT OF ACCOUNT
. 1 CREDIT UNION PLACE
HARRISBURG, PA 17110
P'I' ~ "'~' If' "
") '1 ,'" J, l.'~,', - " :i' '"
~ "--" ,J. r,::" ~,i'
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
04/01/01
04/30/01
04/20
04/20
04/23
04/24
04/24
04/24
04/24
04/26 04/25
04/26
04/26
04/27
04/27
04/27
04/28
04/28
04/30
04/30
04/30
04/30
Number
001058
001070*
001071
* Asterisk
04/16 74226383Q9DYMBQZD 5310 WAL MART MECHANICSBURG PA
Withdrawal POS #00008720
POS GIANT FOOD #11 CARLISLE PAGIANT FOOD #
Withdrawal at ATM #00001607
ATM CARLISLE CARLISLE PA
Check 001081
Withdrawal at ATM.#00000089
ATM CARLISLE WEST CARLISLE PA
Check 001058
Payment: Transfer From Share 01
Check 001079
Withdrawal Check Card
04/23 24121263JRK48NDX7 5969 DPS NUTRITION INC SCRANTON
Payment: Transfer From Share 01
Check 001076
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00376871
ATM 424 N BALTOMORE STMT. HOLLY SPGPA
Withdrawal at ATM #00006703
ATMFLEET BANK CARLISLE PA
Withdrawal POS #00027206
POS 37 CARLISLE ROAD NEWVILLE PASAYLOR'S
Withdrawal at ATM #00002768
ATM CARLISLE CARLISLE PA
Withdrawal EXCESS MAC
Payment: Dividend 2.000%
Annual Percentage Yield Earned 2.02% from 04/01/01 through
Based on Average Daily Balance of 772,15
Ending Balance
Dividend YTD: Year to Date
28.51- 876.31
51. 50- 824.81
385.00- 439.81
41.50- 398.31
25.50- 372.81
28,51 401. 32
200,00- 201.32
201.32- 0.00
PA
32.00 32,00
32.00- 0.00
1731. 80 1731. 80
200.00- 1531. 80
41.50- 1490.30
41.50- 1448.80
12.44- 1436.36
51.50- 1384.86
1.00- 1383.86
1.27 1385.13
04/30/01
1385.13
5.89
Amount Number Amount
25.50 001075* 426.39
20.80 001076 32.00
333,70 001077 161.00
next to number indicates skip
Number
001078
001079
001080
in number
Number
001081
Amount
160.04
200.00
395.00
Amount
385.00
sequence
=========================================================================================
04/01 ID 50 12 MONTH CERTIFICATE Beginning Balance
--- Continued on following page ---
31,869
~o/'~
"] ~~,,, "
3970.53
(
'- "~, ",1,-'1"-,
~- '" ',I, ',"
-
.
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
,.'
y I ,:. ._
',',",' ,,",'-;- ,,',',.', ","
";'- ~ :i' -~:~'. - -~\
, ,
~.\ t.: ":. -~,' ',' ~::
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
~. --, A1 mrPER~~
';",40'1' ',.- iJ! ''!'G'''\ 'd";<~:
, ,,_FROM \1-"~'''__~~~~'.~TO. .y->:,,''''',,;,:,
04/01/01
04/30/01
04/30
04/30
Payment: Dividend 6.830%
Annual Percentage Yield Earned
Ending Balance
12 MONTH CERTIFICATE will mature
Dividend YTD: Year to Date
Penalty YTD: Year to Date
22.29 3992.82
7,05% from 04/01/01 through 04/30/01
3992.82
on 09/12/01
140.43
67.19
=====~============================================================================~======
Total Dividend YTD: Year to Date
Total Penalty YTD: Year to Date
Total YTD Finance Charge: Year to Date
200.55
67.19
0.00
31,870
'-;~'?Jn
~ -
""-"
- ,,'; -~-, - l,-~" '
-.,j,",.
+
--.....
STATEMENT OF ACCOUNT
. 1 CREDIT UNION PLACE
HARRI SSURG , PA 17110
PlCf
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
05/01/01
05/31/01
05/01 ID 01
05/02
05/05
05/05
05/08
05/10
05/11
05/21
05/22
05/24
05/25
05/31
05/31
REGULAR SHARES Beginning Balance
Withdrawal at ATM #00001205
ATM CARLISLE WEST CARLISLE PA
Withdrawal Adjustment ATM REBATE-APR
Withdrawal at ATM #00001710
ATM CARLISLE WEST CARLISLE PA
Withdrawal at ATM #00143018
ATM 603 FRANKLIN ST CARLISLE PA
Withdrawal at ATM #00004732
ATM GABLES OF HARRISBUHARRISBURG PA
Payment: Transfer From Share 04
Withdrawal via SST Transfer To Share 04
Withdrawal at ATM #00196847
ATM 603 FRANKLIN ST CARLISLE PA
Withdrawal at ATM #00009921
ATM 37 CARLISLE RD NEWVILLE PA
Payment: Transfer From Share 04
Payment: Dividend 3.100%
Annual Percentage Yield Earned 3.14% from 05/01/01
Based on Average Daily Balance of 1,249.71
Ending Balance
Dividend YTD: Year to Date
1345,95
101. 50- 1244,45
4.00 1248.45
71.50- 1176.95
41,00- 1135.95
61. 00- 1074.95
200.00 1274.95
60.00- 1214.95
41.00- 1173.95
40.00- 1133.95
200.00 1333.95
3,29 1337.24
through 05/31/01
1337.24
57.52
========~===============================================================================~
05/01 ID 04
05/01 04/30
05/01
05/03 05/02
05/05
05/05
05/05
05/07 05/06
05/11
05/11
05/11
32,619
-~:<r "_~
- ~ , ~, ~ ~
CHECKING Beginning Balance
Withdrawal POS #00008994
POS GIANT FOOD #11 CARLISLE PAGIANT FOOD #
Withdrawal MORTGAGE PAYMENT
Withdrawal Check Card
04/29 24164073T9RY5YOOO 5533 TRAK AUTO 00008037 CARLISLE
ATM INQ CARLISLE WEST CARLISLE PA
Withdrawal ATM Fee
ATM CARLISLE WEST CARLISLE PA
Withdrawal POS #00161780
POS 1706 SPRING ROAD CARLISLE PANELL'S-SPR
Withdrawal Check Card
05/03 24625923WDFSLT7PB 5542 UNI-MART #04232 PLAINFIELD PA
Payment: PA TREASURY DEPT 1575.26
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00002650
--- Continued on following page
--
40.4S-
1385.13
1344.68
1133.88-
67.27-
PA
210.80
143.53
0.25-
143.28
36.38-
106.90
6.96-
99,94
1675.20
200.00-
60.00-
1475.20
1415.20
'----.--,---
...
....
STATEMENT OF ACCOUNT
.1 CREDIT UNION PLACE
HA~RISBURG, PA 17110
PI'. "tv'" ,',
" ,'I',,',',' ,,',' ',"',,""
C ">;_i;)
. ~ ' :
, - .
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
05/12
05/14
05/14
05/16
05/16
05/16
05/16
05/17
05/17
05/17
05/17
05/18
05/18
OS/20
OS/21
OS/21
OS/21
OS/22
OS/23
OS/24
OS/25
OS/25
OS/25
OS/25
OS/25
OS/25
OS/26
32,620
,-,)"1,<"
~ ~~ ~~-~~-
05/01/01
05/31/01
,~~ ""-rT~i ~ ON,~ESCRlP. o~.
ATM WALNUT BOTTOM RUN CARLISLE PA
Withdrawal at ATM #00008183
ATM 100 S.SPRING GARDECARLISLE PA
Withdrawal at ATM #00008262
ATM CARLISLE GIANT CARLISLE PA
Check 001083
Withdrawal at ATM #000745
ATM 711 WERTZVILLE RD.ENOLA PA
Withdrawal at ATM #00004863
ATM 246 PARKER STREET CARLISLE PA
Check 001082
Check 001087
Check 001084
Check 001092
Check 001088
Check 001093
Withdrawal at ATM #00009456
ATM 100 S.SPRING GARDECARLISLE PA
Check 001091
Withdrawal POS #PS003261
POS US RTE 11 SOUTH CARLISLE PAFOOD LION #
Withdrawal POS #00002198
POS 351 EAST HIGH ST. CARLISLE PAWEIS MARK
Payment: via SST Transfer From Share 01
Withdrawal POS #PS004085
POS 37 CARLISLE RD NEWVILLE PASAYLOR'S MAR
Check 001094
Check 001086
Withdrawal POS #PS001325
POS 6558 CARLISLE PIKEMECHANICSBUR PASHEET
Payment: PA TREASURY DEPT
TYPE: PAYROLL ID: 1236003133
Withdrawal Transfer To Share 01
Withdrawal at ATM #00004552
ATM 844 POST EXCHANGE CARLISLE PA
Check 001090
Check 001089
Check 001085
Withdrawal at ATM #00002894
ATM WALNUT BOTTOM RUN CARLISLE PA
--- Continued on following page ---
- - ~ ' <
"1,
,. "L' "
51.50-
61. 50-
51..00-
41. 50-
40.00-
28,50-
28.94-
20.14-
32.94-
80.02-
200.00-
51.50-
91.40-
68.03-
32.61-
60.00
12,01-
90.00-
18.00-
22.08-
1950.56
200.00-
60.00-
6.79-
69.98-
387.83-
60,00-
1363.70
1302,20
1251. 20
1209.70
1169.70
1141.20
1112,26
1092.12
1059.18
979.16
779.16
727.66
636.26
568.23
535,62
595.62
583.61
493.61
475.61
453.53
2404.09
2204.09
2144,09
2137,30
2067.32
1679,49
1619.49
.
.
STATEMENT OF ACCOUNT
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
p,". ,51:",',.,',' ",",,(W, ,"',',' ",,'
'- c. ' ~ , -, "
>1_'& ',',
;, p
, !. , '\
JEFFREY S KOLODZI
571 F ST
CARLISLE PA 17013-1350711
PATRICIA A KOLODZI
05/01/01
05/31/01
OS/26
OS/29
OS/29
05/31
05/31
Number
0010~2
001083
001084
001085
Withdrawal POS #00027850
POS 1180 WALNUT BOTTOMCARLISLE PAKMART
Withdrawal at ATM #00006001
ATM CARLISLE CARLISLE PA
Withdrawal POS #00001917
POS GIANT FOOD #11 CARLISLE PAGIANT FOOD #
Payment: Dividend 2.000%
Annual Percentage Yield Earned
Based on Average Daily Balance
Ending Balance
Dividend YTD: Year to Date
17.83-
1601. 66
81. 50-
1520.16
57.42-
1462.74
1. 34 1464.08
2.01% from 05/01/01 through 05/31/01
of 790.46
1464,08
7.23
Amount Number Amount Number Amount Number Amount
28.50 001086 18.00 001090 6.79 001094 90.00
51.00 001087 28.94 001091 91.40
20.14, 001088 80.02 0010,92 32.94
387,83 001089 69.98 001093 200.00
-----------------------------------------------------------------------------------------
-----------------------------------------------------------------------------------------
05/01 ID 50
05/31
05/31
12 MONTH CERTIFICATE Beginning Balance
Payment: Dividend 6.830%
Annual Percentage Yield Earned 7,05% from 05/01/01
Ending Balance
12 MONTH CERTIFICATE will mature on 09/12/01
Dividend YTD: Year to Date
Penalty YTD: Year to Date
3992.82
23.16 4015.98
through 05/31/01
4015.98
163.59
67.19
=========================================================================================
32,621
,,~i.-_ ~~ ~ "
,<"C. 0,_'__,,_
Total Dividend YTD: Year to Date
Total Penalty YTD: Year to Date
Total YTD Finance Charge: Year to Date
228.34
67,19
0,00
,'-~ 'I
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COMMONWEALTH OF PENNSYLVANIA
STATE EMPLOYEES' -RETIREMENT SYSTEM
30 NORTH THIRD STREET. P.O. BOX 1147
HARRISBURG, PENNSYLVANIA 17108.1147
http://www.sers.state.pa.us
2000
ST A TEMENT of ACCOUNT for
JEFFREY 5 KOLODZI
571 F 5T
CARLISLE PA 17013
18,662
The State Employees' Retirement System (SERS) is pleased to provide your annual Statement of AccOUllt. Your Statement lists
calculations based on information reported to your retirement account through December 31, 2000. These calculations are
subject to rmal audit by SERS in accordance with applicable law and regulations.
Reviewing your Statement of Account may be just the opportunity for you to consider the important contribution your SERS
benefit wilI make to your future retirement plans. If you are one of the many members eligible for an estimate of benefits on
your statement, please consider doing the following calculations:
From your statement select your projected monthly benefit from SERS at normal retirement
age.
If you have received a recent statement from Social Security, determine the estimated "
amount of your monthly benefit (which is based on current rate of earnings). + ,
,
Estimate the amount of additional monthly income you may have available in personal ,
savings or other retirement plans. + \
The total of these items should give you a reasonable idea of your monthly retirement
income.
Compare this retirement income, to your expected regular monthly income just before retirement. Experts estimate that
individuals will need 70 to 80% of their pre-retirement income to maintain their standard of Iivilig upon retirement.
Should you determine that your projected retirement' income is not adequate, consider one or more of the following:
eo ThE" Commor'wealth Deferred Compensation Program or other employer spoi1.::iurec1 savin.g... plaH~.
. A personal savings program.
. Meeting with an independent professional to help you develop a financial plan which will address all of the future
needs of you and your family.
Explanatory information is included on your Statement under the headings of SPECIAL CONDITIONS, IMPORT ANT
INFORMATION and TERMS & DEFINITIONS. Be sure to review your Statement carefully and retain it for future
reference. If you feel there may be omissions or discrepancies in your Statement, you may telephone your SERS Retirement
Counseling Center toll-free at 1-800-633-5461. For further explanation of Member Statements, you may visit our website at
htlp://www.sers.state.pa.us under Retirement Information and What's New.
YOUR STATEMENT CONTAINS PERSONAL AND CONFIDENTIAL INFORMATION ABOUT YOUR
SERS RETIREMENT ACCOUNT
WE RECOMMEND YOU MAINTAIN THIS STATEMENT WITH OTHER IMPORTANT FINANCIAL
INFORMATION
'W~~____ ;<- ~_,JC1!l!I":l ~ _" . "",,"" . w
.' ~-, -
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IMPORTANTINFO~TION
. Benefit Estimates are provided for:
Maximum Single Life Annuity (also known as Full
:irement Allowance) - Monthly Pension payment
de to you for life; beneficiary(ies) receive(s)
;umulated Deductions, less Monthly Pension
ments you received and any lump sum you received
ler Option 4.
Option 1 - Monthly Pension payment made to you
life; beneficiary(ies) receive(s) Present Value, less
o.thly Pension payments you received and any lump
I you received under Option 4.
Option 4 - At retirement, you may withdraw an
lUnt equal to all or any part of your Accumulated
\uctions. You may elect to receive this withdrawal in
,0 four installments. If you elect this option, you must
, elect a Monthly Pension payment plan.
Disability Retirement - You must have at least five
's of credited service (except State Police and
Jrcement Officer-category employees, who have no
imum service requirement) and be certified by SERS
lical Examiners as physically or mentally incapable
performing current job duties. Only active,
cributing members or those on leave without pay may
y for Disability Retirement. You cannot withdraw
===oF
SECTION II: ESTIMATED RETIREMENT
BENEFITS AS OF
DECEMBER 31, 2000
,is section provides an estimate of your Monthly Pension
tly if. you have at least J 0 years of credited service or you
lYe reached your Normal Retirement Date and have at least
ree years of credited service,
Maximum Sin Ie Life Annui
Jnthly Pension
:cumulated Deductions
SLA)
Ontion 1
>nthly Pension
)Sent Value
Option 4
(Adjusted for withdrawal of Accumulated Deductions)
justed MSLA Monthly Pension
justed Option 1 Monthly Pension
justed Present Value Under Option 1
Disabili Retirement
,nthly Pension (if you qualitY)
$1 678.50
Death in State Service
'"".....~
_..~._IIIIIIIlII!hW!_~'!"!'1' T_~
""
SECTION III: ESTIMATED RETIREMENT
BENEFITS PROJECTED TO
NORMAL RETIREMENT DATE
This section provides Monthly Pension estimates, projected to
your Normal Retirement Date, if you have at least J 0 years of
credited service. Estimates are provided for the same options
as listed under Section II
Normal Retirement Date:
11-MAY-2015
Maximum Sinl!le Life Annuity (MSLA)
Monthly Pension
Accumulated, Deductions
Option 1
Monthly Pension
Present Value
Option 4
(Adjusted for withdrawal of Accumulated Deductions)
Adjusted MSLA Monthly Pension
Adjusted Option 1 Monthly Pension
Adjusted Present Value Under Option I
your Accumulated Deductions if you take Disability
Retirement
. Death in State Service. If you are vested and die
while an active employee, it will be assumed you retired
under Option 1 the day before your death. The Present
Value of your annuity will be payable to your
beneficiary(ies). If you are not vested, your
Accumulated Deductions will be payable to your
beneficiary(ies ).
. Benefit Estimates assume:
. Your future earnings will be the same as in 2000.
. You continue in your present class of service as a
full-time employee,
. Retirement tables and factors remain the same as
those in use on December 31, 2000.
. Any Arrears Balance will be paid (exception - those
members who are currently vestees or in a furlough
status),
. Your earnings will not exceed the federal Social
Security taxable wage base after 2000.
. Joint Coverage is converted to Full Coverage prior
to or at the time of retirement.
Continued on back page
,~
, ~ ~~
I
. 2.000 .ST A TEME,NT of ACCOUNT
For: .JEFFREY S KOLOOZI
Your statement contains three sections: SECTION I: BASIC DATA
SECTION II: ESTIMATED RETIREMENT BENEFITS AS OF DECEMBER 31, 2000
SECTIO ~ III: ESTIMA TED RETIREMENT BENEFITS PROJECTED TO NORMAL RETIREMENT
~
~
SECTION I: BASIC DATA
Personal Data
Social Security Number: 165-62-1202
Sex: MALE
Birth Date', 11-MAY-1965
Coverage Type: FULL
Contribution Rate: 5.00%
Counseling Center: HARRISBURG
Normal Retirement Date: 11-MAY-2015
Final Average Salary: $60,425.91
2000 Retirement Covered Earnings: $63,768.02
Total SSI Non-Covered Earnings:
Joint Coverage Conversion Amount:
Mandatory Debt:
Service Credit as of Dec. 31, 2000'"
Class Years of Service Class 'fears of Service
A-50 9.3393
TOTAL SERVICE 9.3393
Principal Beneficiary(ies)**
"'If you are eligible to purchase creditable state and/or non-
Slare service, contact your RetiJ"emeni Counselor for
information on purchasing service. All requests to purchase
service must be filed while you are an active, contributing
member.
*'" Information filed on a Nomination of Beneficiary(ies) form
before 1993 or since Dec. 31, 2000, or involving special
circumstances (such as the designation of an estate or trust as
your beneficiary) may not appear. A maximum of 10
beneficiaries may be shown here; however, you may have
more beneficiaries in your retirement record Keep your
beneficiary nomination current. You may change your
beneficiary nomination at any time by filing a new
Nomination of Beneficiary(ies) form with SERS. Forms are
available from your agency Personnel Office or your
regional SERS Retirement Counseling Center. Please
contact us if you do not want your beneficiary(ies) listed on
future Statements.
~-~,
"
Account Balance
Regular SSI
Contributions Contributions
Dec. 31, 1999, Balance $21 743.65
Contributions $3.188.44
Lump Sum Payments
Arrears Payments
_gedited Interest $930.67
YTD Adjustments'"
Dec. 31, 2000, Balance $25,862.76
TOTAL DEDUCTIONS $25,862.76
Arrears Balance as of Dec. 31, 2000
Regular SSI
Taxable Breakdown of Your Account....
Taxable Contributions $21,945.90
Pre 87 Non-Taxable Contributions
Post 86 Non-Taxable Contributions
Credited Interest (Taxable) $3,916.86
Dec. 31, 2000, Balance $25,862,76
"'YTD (Year-To-Date) Aqjustments reflect corrections to
your account for which you already have received
notification.
....SERS is a defined benefit plan under Internal Revenue
Service Code Section 401 (a),
SPECIAL CONDITIONS
The following Special canditians apply to your benefit
estimates or estimates were not calculated:
You have insufficient service credits to qualify
for a regular retirement benefit.
,
~~~'-""->-""'-"'
--
. Any Mandatory Debt, with appropriate interest, has
'beeil"actuai-ially reduced from the Present Value afyour
aCCOunt.
Note: If you have credited serv'ice as a Multiple-
Ser:vice member (service in both SERS and the Public
. School Employees' Retirement System [PSERS]), your
estimate does not include your PSERS contributions.
Your service may be overstated if in any calendar year
you have Concurrent Service.
. Other Monthly Pension
Estimates available are:, ,
. Option 2 and Option 3, which are based on your
date of birth and the date of birth of your designated
survivor. The younger your survivor, the lower your
Monthly Pension amount. Following your death, Option
2 provides your survivor the same Monthly Pension you
received, while Option 3 provides your survivor one-
half the Monthly Pension you received. Contact your
SERS Retirement Counselor for payment estimates
under Option 2 and Option 3,
TERMS & DEFINITIONS
Following are definitions of terms used in your Statement of Account. For more information, refer to your SERS
Member Handbook or visit our website at http://www.sers.state.pa.us.
Active Member: An employee for whom contributions are being made to the Fund or who is on leave without pay.
Annuity: The pension benefit paid in monthly installments,
Arrears Baiance: The balance owed to your retirement account for which you are making payTqll deductions.
Beneficiary(ies): The person(s) or organization(s) you last designated in writing to SERS to receive any remaining
pension benefit upon your death.
Concurrent Service: Service in SERS and the Public School Employees' Retirement System (PSERS) for which you
contribute to both systems at the same time during any year of membership,
Credited Class of Service: A-60 - Nonnal Retirement Age of 60; A-50 - Nonnal Retirement Age of 50; C - Nonnal
Retirement Age of 50 as a State Police Officer or enforcement officer whose service began prior to March I, 1974;
D-3 - Nonnal Retirement Age of 50 as a member of the General Assembly whose service began prior to March I, 1974;
E-} - Nonnal Retirement Age of 60 for members of the Judiciary; E-2 - Nonnal Retirement Age of 60 as a District
Justice; PSERS - Service with the Public School Employees' Retirement System; Classes G thru N - Nonnal Retirement
Age of 55 with 20 years of credited service; SSI-60 - Nonnal Retirement Age of 60; SSI-50 -Nonnal Retirement Age of
50. If you have any creditable State or nonstate service not included, contact your SERS Retirement Counselor for
infonnation On purchasing such credit All requests to purchase service must be filed while you are in an active pay
status.
Credited (or Statutory) Interest: Member account interest set by law at 4 percent per year, compounded annually.
Final Average Salary: The average salary of three non-overlapping periods of four consecutive calendar quarters.
Typically, this is the average of the highest three years of compensation.
Full Coverage Member: Any member making regular member contributions who joined SERS on or after July I, 1964,
Mandatory Debt: A debt to be satisfied at the time of retirement through an actuarial reduction to the Present Value of
the member's account.
Normal Retirement Date/Age: Also called superannuation age, nonnal retirement age for most members typically is age
60 with at least three years of credited service or any age upon attaining 35 years of credited service, whichever occurs
first. Age 50 is nonnal retirement age for a member of the General Assembly, an enforcement officer, a correction officer,
a psychiatric security aide, a Delaware River Port Authority policeman, an officer of the Pennsylvania State Police, or a
member of any other membership group stipulated by legislative revision ofthe Retirement Code.
Pre87 Non-Taxable Contributions: Contributions made prior to 01-01-1982 and/or arrears payments made prior to
01-01-1987.
Post86 Non-Taxable Contributions: Generally, contributions made for the purchase of service after 01-01-1987.
Present Value: The total value of a member's retirement account that funds annuity payments over his or her lifetime;
this also is the amount paid to a vested member's beneficiary(ies) when a vested member dies in State service.
SSI (Social SeclJrity Integration) Contributions: For eligible members who elected SS! coverage, the total
contributions On earnings exceeding the federal Social Security tax base for all years of SSI coverage since Jan. I, 1956.
VesteeNested: Eligible to receive a SERS monthly pension.
Keep your Statement in a safe place. There is a $5 charge for each duplicate Statement.
~"-')~,.~
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---.,
~~~~-
COMMONWEALTH OF PENNSYLVANIA
STATE EMPLOYEES' RETIREMENT SYSTEM
HARRISBURG REGIONAL COUNSELING CENTER
30 NORTH THIRD STREET. ROOM 319
HARRISBURG. PAI7IOI
717-783-9065
1-800.633.5461
FAX: 717.783-9599
July 24, 2001
JEFFREY S KOLODZI
PERSONAL AND CONFIDENTIAL
25 S PITT STREET - APT 4
CARLISLE PA 17013
SSN: 165-62-1202
Dear Mr. Kolodzi:
Responding to your inquiry regarding the value of your retirement account with the State
Employees' Retirement System, I provide you with the following summary of member
contributions and interest:
Value of Account as of 12/26/2000:
J..9ta!..~~':l!!.ibutio_n_~nd _lnter!3~~_~_____..._.__..________~_?5,~~?:?~_
Service (A-1) 9.3393 yrs
_Vei!ing_ Da!~_i1 0.XE!51.!:5) -=:::=:_::=:::-::=:====:::=-=:=:::::=::==j~!9~Z~Q2I
Present Value $ -0-
"".Since ~;'-ouwereiioTvested-in ourSystem"as-orU;e-a-bovedate~'-the-onlY-valueto"'youraccaunT
is your accumulated contributions plus the interest they have earned. You are eligible for an
annuity upon leaving employment if you have ten or more years of credited service at any age,
or have reached normal retirement age (age 50) with at least three years of credited service.
Since you have indicated this information is needed for divorce purposes, enclosed you will find infonnation
regarding your retirement account which is intended for your attorney's use and should be taken to him/her.
Please do not direct questions regarding these enclosures to me: I am not an attomey. Your attomey may direct
his/her questions to our leaal deoarlment at 717-783-7317,
I trust this information is sufficient for your needs, It is your responsibility to promptly provide all
of this information to your attorney.
Sincerely,
Karen S. Kramer
Regional Manager
Enclosures: divinf.mem; sample DRO;
SERS-157 (2 copies for member & attorney)
cc: SERS Region active files
Scanned-DRO correspondence/historical [JEFFREY S KOLODZI, 165-62-1202]
rr/isit SECJ?S' ive6site at 1V1V'W.sers.state.va.us
~}J)IL
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f. '
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,.,
. Ms. Kramer,
I was advised t write to you to obtain retirement information due to the filing
of a divorce complaint. The following information is provided for you and I am requesting
the information that you would normally send out for these cases.
Jeffrey S. Kolodzi
25 S. pitt St. Apt. 4
Carlisle, Pa. 17013
960-9450
Soc. 165-62-1202
OOB 05/11/65
Date of marriage 06/17/88
Date of Separation: 12/26/00
Attorney: Ruby Weeks
10 W. High St.
Carlisle, Pa. 17013
Tel: 243-1294
I am requesting informations I have made up until separation. I'm not sure if
you need to know, but the divorce complaint was filed on 04/16/01. My attorney
reqeusts that I provide her a paper with my vesting date, which should be 08/04/01.
Thank You for your help. Any questions, please call.
<.- :.:0_'-
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JEFFREY S KOLODZL 1 OF 2
571 F ST PAGE
CARLISLE PA 17013-1350
INCEPTION TO DATE SUMMARY
INVES1MENI FUND ** IOrAL IRANS~ER DISI RIHUIIONS TOTAL 12/31
DE'SIGNATIDN NUM8ER CONTRIBUTION GAIN/(LOSS) BALANCE
CPA GROUP FUNDS
AGGREGATE BONO INDEX 0185 3,746,47 (4,311.28) ,00 564,81 ,00
STOCK INDEX FUND 0187 10,606,15 4,311.28 .00 5,298,77 20,216,20 .
PLAN TOTALS 14,3oL,bl ,00 ,OU o,8b,j,08 LU,Llb,LU
** ,PLEASE NOTE YOUR FOUR DIGIT FUND NUMBER fORUSE\'IJIHTHEC9P~MND AUTO~ATED INFORMATIO~,SJSTE~, CALL
THE.HELPLINE'FQR' MORE,.DETAILS..<<,.,...<"",. ,'," "
PERIOD SUMMARY ( 10/01/00 - 12/31/00 )
INVESIMENI ID/Dl IDIAL PERIOD TRANSFER DISTRIHUIIONS PERIOD 12/31
DESIGNATION BALANCE CONTRIBUTION GAIN/ (LOSS) BALANCE
CPA GROUP FUNDS
STOCK INDEX FUNO 21,310,10 600,00 ,00 ,00 (1,693,90) 20,216,20
PERIOD TOTALS ZI,310.10: ' .bOO ,00 ""'.,,',,',',','..',:'00"'" ' ','....00 O,'b93;90) ., .'. io ,Zlb.LO '.,'
DETAILED TRANSACTIONS (10/01/00 - 12/31/00 )
INVESTMENT 1 RANSACl10N
DATE DESCRIPTION
. ....t-IJNO
NAME
DOLLAR UNll/SHARt
AMOUNT VALUE
10/13/00 CONTRIBUTION STOCK INDEX FUND 100,00
10/27/00 CONTRIBUTION STOCK INDEX FUND 100,00
10/27/00 ASSET CHARGE STOCK INDEX FUND 3,48
11/10/00 CONTRIBUTION STOCK INDEX FUND 100,00
11/22/00 CONTRIBUTION STOCK INDEX FUND 100,00
11/22/00 ASSET CHARGE STOCK INDEX FUND 3,47
12/08/00 CONTRIBUTION STOCK INDEX FUND 100,00
12/22/00 CONTRIBUTION STOCK INDEX FUND 100,00
12/29/00 ADMINISTRATIVE CHARGE STOCK INDEX FUND 7,50
12/29/00 AS5E1 CHARGE SrOCK IMDEXFUND3 ,49
PAYROLL CONTRIBUTIONS NOT YET POSTED BY THE APPROPF:IATE ISSUERS TOTALED $
( PLEASE ~EE NEXT PAGE )
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18,0300
18,1100
18,1100
17.9400
17.3700
17,3700
18,0100
17,1800
17,3700
17,3700
UNIIS/
SHARES
5.5463
5.5218
,1921
5.5741
5.7570
,1997
5,5524
5.8207
.4317
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STOCK INDEX fUND
ENDING
UNIT/SHARE VALUE
17.3700
TOTAL
UNITS/SHARES
1,163.8572
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PARTICIPA~T .STATEMENT AS OF
3/317ilT"'~
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165-62-1292
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JEFFREY S KOLODZL
571 F ST
CARLISLE PA 17013-1350
INCEPTION TO DATE SUMMARY
INHSTMkNI ~UND ** TDIAl TRANSfER DISTRIBUII0NS IOTAl 63/31
DESIGNATIO~ NUMBER CONTRIBUTION GAIN/CLOSS) BALANCE
CPA GROUP FUNDS
AGGREGATE BOND INDEX 0185 3,746.47 (4,311.28) .00 564.81 ,00
STOCK INDEX FUND 0187 11,306,15 4,311.28 ,00 2,840.18 18,457.61
PLAN TOTALS Ib,ObZ.bZ .00 .OU 3;404,99 18,4bl.bl
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PERIOD SUMMARY ( 1/01/01 - 3/31/01)
INVESIMENr
DESIGNATION
CPA GROUP FUNDS
STOCK INDEX FUND
91/61
BALANCE
IOIAL PERIOD IRANSfER DISTRIBUtIONS PERIOD
CONTRIBUTION GAIN/(LOSS)
63/31
BALANCE
20,216,20
700.00
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(2,458,59)
18,457.61
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INVESTMENT TRANSACrION fUND DOLLAR
DATE DESCRI PTION NAME AMOUNT
01/05/01 CONTRIBUTION STOCK INDEX FUND 100.00
01/19/01 CONTRIBUTION STOCK INDEX FUND 100.00
01/26/01 ASSET CHARGE STOCK INDEX FUND 3.59
02/02/01 CONTRIBUTION STOCK INDEX FUND 100.00
02/20/01 CONTRIBUTION STOCK INDEX FUND 100.00
02/23/01 ASSET CHARGE STOCK INDEX FUND 3.35
03/02/01 CONTRIBUTION STOCK INDEX FUND 100.00
03/16/01 CONTRIBUTION STOCK INDEX FUND 100,00
03/30/01 CONTRIBUTION STOCK INDEX"FUND 100.00
03/30/01 'iASSET"CHARGE, ."',',}STOCKINOEX'fljNO,<"',,,..,' "'" ',", .'}'3010
PAYROLL CONTRIBUTIONS NOT YET POSTED BY THE APPROPRIATE ISSUERS TOTALED $
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DNll/SHARE
VALUE
17.0800
17.6700
17.8400
17.7700
16.8500
16.4200
16.2700
15.1800
15,3100
, '15;3100
.00
UNIIS/
SHARES
5.8548
5.6593
.2012
5.6274
5,9347
.2040
6.1462
6.5876
6.5316
',2024
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~$J' tProgram
. SECURE YOUR FUTURE. TODAY.
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COPELAND
ReFI 018791 003739q
JEFFREY S KOLODZL
STOCK INDEX FUND
ENDING
UNIT/SHARE VALUE
15.3100
MRTtt:iPANn$tM~M,~Nt.A$"QF..::
".""", "..3/31/91
91111142
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U%u 1-899-422-1327
PAGE 2 OF 2
TOTAL
UNITS/SHARES
1,205,5917
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Diversified Appraisal Services
Real Estate Appraisers and Consultants
35 East High Street . Carlisle, Pennsylvania 17013
(717) 249-2758
FAX (717) 258-4701
SUMMARY APPRAISAL REPORT
, :<'l:~
Larry E. Foote
Chief Appraiser
General Appraiser
Number GA-000014-L
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Summary Appra,sa Report UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 090701K
10 on
Pronertv Address 571 "F" Street Cmt Carlisle Slate PA Zio Code 17013
LeoaJ Deseriolion Deed 800k 115 Pane 603 Countv Cumberland
Assesso,'sPalCelNo. 6-19-1643-377 Tax Vear 2001 R.E. Taxes S 1 442.52 Soetl.I Assessment' ~ 0.00
Borrower n.a. Current Owner Jeffrev & Patricia Kolodzi Occuoant: IX:J Owner n Tenant 11 Vacant
.. Prooer1v rinhls .nnralsed Fee Simnle I I leasehok! Proiect Tv.. I I PUD I I Condominium tHUDNA onlYl HOAS /Mo.
Neiohborhood 01 Proiect Name n,a. M"" Refefence 19-1643 Census Tfact 0120.00
Sale Pr~e $ n.a. Date of Sale n.a. Desennlion .nd S am'unt of lo.n char'e"conce"lon, 10 b. oald bv seller n.a.
lender/Client Address
Annralser Larrv E. Foote Address 35 E. HiahStreet Suite 101 Carlisle P A 17013
location DUrban ISl Suburban o Rural Predomln.nt Slnt f.mlly hoUllng Preoentlend Ute % L.nd Ute ohange
Buitt up ISl Over 75% o 25-75% o Under 25% occup.ncy ~RI AGE One lamily 100 ISl Not likely o likely
(000) (yrs)
Growth rate oRapkl ISl Stable o Slow ISl Owner 85 low 10 2-41amily o In process
Property values 0 Increasing ISl Stable o Declining o Tenant 150 Hinh 75 Muill-family To:
Deman<l'supply 0 Shortage ISlln balance 0 Over supply ISl Vac.nt (0-5%) .rorlominant~ ~ommerclal
Marketioo time n Under 3 mos. i5<i 3-6 mos. n Over 8 mos. n Vac.lover 5%) 110 30
Hote: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and character~t~s: The subiect neighborhood is bordered bv Colleae Street "8" Street Oranne Street and PA Tumoike.
. Factors lhat affect the markeiabiltty of the properties In lhe neighborhood (proximtty to employment and amenilies, employment stablltty, appeal 10 market etc.):
.
~ Established residential neiohborhood with stable ownership Datterns. Convenient to schools churches shODPing and transportation.
..
Market condttions In the subject neighborhood (Including support for the above conclusions relaled to the trend of properly values, deman<l'supply, and markeUng time
-- such as data on competitive properties lor sale In lhe neighborhood, description of the prevaJence of saJes and flnanclng concessions, etc.):
Marketinn conditions are averaoe with prooerties semno within three to six months. Conventional and insured financing is readilv available to
ualifled buyers at reasonable rates and terms.
.
. Projecllnform.lIon for PUD. (ff appi~abie) . - Is the developerlbullder In control of the Home Owners' AssocialJon (HOA)? o Yes U No
. Approximate total number of unils In the subject project Approximate total number of untts lor sale In the subject project
Describe common elements and IOcreationallacililies:
Dimensions 71' X 139.22' X 3.96' X 67.06' X 138.70' Topography Level
Sttearea .23 acre Corner lot 0 Yes ISl No S~e Tvoical lor the area
SpecifIC zoning ciassilicalion and description Residential Shape Rectanoular
Zoning compliance ISllegal 0 legal oonconforming (Grandfalhered use) olliegal o No zoning Drainage Adequate
Hlohest & best use as Imoroved: I)(lPresent use n Other use leJClllalnl VIew Average
U1l1l1loa Public Olher OIl-allelmprovemento Type Public Private landscaping Average
Electrictty !SI Street Macadam ISl 0 Driveway Surtace Macadam
Gas ISl Curb/guller Concrete !SI 0 Apparent easements None
Water ISl Sidewalk Concrete ISl 0 FEMA Special Flood Hazard Area oVes !SI No
Santtary sewer ~ Streetlights Yes !SI R FEMA Zone C Map Date 2-3-82
Slorm sewer A/iev None rl FEMA Mao No. 425382 0001 B
Comments (apparent adverse easements. encroachments, special assessments, slide areas, iIIegat or legal ooncontormlng zoning use, etc.): No aoparent
adverse easements encroachments or other adverse conditions. Off-street Darkina at or near site.
GENERAL DESCRIPTiON EXTERIOR DESCRIPTION FOUNDATION 8.\SEMENT INSULATION
No. of Unils 1 Foundation Cone block Slab None Area Sq. Ft. 1092 Root 0
No. of Stories 1 ExleriorWalls 8rick/Alum Crawl Space None % finished 100 Ceiling Avg !SI
Type (OetJAII.) Detached Roof Surtace Shinnies 8asement Full Ceiling Actile Walls Avg ISl
Design (Style) Ranch GUllers & Dwnspts. Aluminum Sump Pump Yes Walls Wood pn/na Floor Avg !SI
ExistiO{l'F'roposed Existing Window Type Aluminum Dampness None Floor Carpet None 0
Age (Yrs.) 31 years Storm'Screens Thermopane SoWement None OutskleEntry No Unlmown 0
Effective Ant! IVrs.l 5-10 Manufactured House No . Infeslation None
ROOMS Fover livino Dinino Mchen Den FamilvRm. Rec. Rm. Bedrooms # Baths laundrv other Area Sa. Fl.
. Basement 1
, 1 1 1092
level 1 1 1 3 1 1092
- level 2
1;;1
Finished area .bove orade contalns: 5 Rooms' 3 8edroom!s1' 1 8athlsl: 1 092 So are Feel of Gross Uvlno Area
INTERIOR MaJeriaJsICondttlon . HEATING KITCHEN eQUIP. Arne AMENiTIES CAR STORAGE:
- Floors Hardwood/Good Type Radiant Reftlgerator ISl None 0 Flreplace(s) # 0 None 0
Walls Drvwall/Good Fuel Elec Range/Oven ISl stairs 0 Patio 0 Garage # of cars
Trinl'Flnish Wood/Good Condilion Good D~posal 0 Drop Stair 0 Deck 0 Allached
Ba\hFloor VinWGood COOLING Dishwasher tsI Scutlle ISl Parch Enclosed tsI Detached 1
Bath Wainscot DrvwaiVGood Central FaIl'Hood ISl Floor 0 Fence 0 Built-in
Doors Wood/Good Other 1 wall Microwave 0 Healed R Pool .R Carport
Condillon Good WasherlDrver n Anlshed DrivewllV 1
Addttional features (special energy efficient Kems, etc.): Paddie lans in bedrooms and kitchen. There is also a fenced reaf yard.
Condition of Ihelmplovements, deprecialion (physical, Iunclional, and external), repailS needed, quailty of construclion, romodolii1g'addttions, elc.: All
improvements are in oood condition with the exception of some loose soffit at the rear of the dweilino and sanolng ceilina in the enclosed norch.
.
Adverse env~r~~mental condnlons (such as, but not Iimtted to, hazardous wastes, toxic substances, etc.) present In the imPlovements, on the stte, 01 in the
Immediate vIClntty of the subjecl properly.: No such adverse conditions were observed bv the annraiser. The appraiser however is not nualified to
detect such substances.
Fredd~ Mac Form 70 6/93
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PAGE 1 OF 2
Fannie Mae Form 1004 W93
Form UA2 - 'TOTAL 2000 tor Windows' appraisal software by a Ia modo, inc. -1-8QO.ALAMODE
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0" UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 090701K
ESTIMATED SITE VALUE ............................... ......... ....= $ 20000 Comments on Cost Approach (such as, source of coslesflmale, sttevalue,
ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS: square foot calculalion and lor HUD, VA and FmHA, the estimated remaining
Dwelling 1 ,092 Sq. Ft. @$ 45.97 - $ 50, 199 ecooom~ IWe of the properly): Cost data has been secured from
1 .092 Sq. Ft. @$ 25.00 - 27,300 Marshall & Swift Valuation Services and confirmed with local
_ Porch = 21.549 contractors.
Garage/Carport ~ Sq. Ft. @$ 15.95 = 5.359
: Tolal Estimated Cost New .............................= $ 104,407 Srte value has been estimated lrom local market data.
_ less Phys~aI Functional I External
Depreclallon 9.4911 =$
Depreciated Value of Improvements ................................ =$
.A,.~.ValueofSttelmprovements .. ..... .... ..................... =$
INDICATED VALUE BY COST APPROACH. .................... ,S
ITEM T SUBJECT COMPARA8LE NO.1
571 "F" Street 567 "E" Street
Addr'ss Carlisle Carlisle
Proximity to Subject . *:~i' .lMlliW:ili~tt~ili 1 block
Sales Pr~e · n. a. '
PIiC-"GIOSS livinn AlOa . rP
Dataan<l'or
VerifICation Source
VALUE ADJUSTMENTS
Sales or financing
Concessions
Dale of s.~mme
loc~ion
leas'~Wfee Slmnle
SRe
View
Des"'n and A"MaI
au~ of Construction
A""
CondRion
Above Grade'
Room Count
. Gross Uvlnn Area
- 6asement & Finished
- Rooms 8elow Grade
. FunctionalUtilav
Heati~/Cooli~
- Ener-' Eff~lentllems
Ga;;;;.../Carnnrt
. Porch, Patio, Deck,
Flre"lace's' etc.
Fence Pool etc.
Insoection
DESCRIPTION
Averane
Fee Simnle
.23 acre
Averane
Ranch
8rick/A1um
31 vears
Averane to nood
Total : Bdrms: BathS
5 : 3 : 1
109~R.
Full basement
100% finished
Averane
Rdnt Elec lwall
None
1-car det narane
Enclosed porch,
norch
Fenced rear vard
9491
94916
3000
117,916
The estimated economic remaininn Ijle 01 the subiect oroDertv is
45 Years.
COMPARA8LE NO.2 COMPARABLE NO, 3
567 "E" Street 12 Gobin Drive
Carlisle Carlisle
block 1 0 blocks
:":',:, " 107900 ,', 105000 .:' ''', 10490,0
91.75 rPllr:'k' : , 105.00 rP .':'... " ,'; $ 89.51 rP' ':.' ,
Courthouse/MLS
DESCRIPTION :
Conventional
None known
8-1-01
Similar
Fee Simole
.18 acre
Similar
Similar
Similar
41 vears
Similar
Total : Bdrms: BalhS :
6 : 3 : 1 :
1176 ~.Ft.:
Full basement '
with familv room '
Similar :
Fha Oil CA :
Wood stove :
None :
Porch,
oatio
No
+H$AdlUst.
Courthouse/MLS
DESCRIPTION :
Conventional
None known
3-1-01
Similar
Fee Simole
.26 acre
Similar
Similar
Brick
48 vealS
Similar
Total :Bdrms: Baths :
6 : 3 : 1.5 :
1000 5o.Ft.:
-3,000
+1800
Courthouse/MLS
OESCRIPTlON :
Conventional
None known '
6-29-01 :
Similar :
Fee Simnle :
.29 acre '
,
Similar '
Similar' ,
Alum/Brick
40 vealS :
Sunerior :
Tolal : Bdrms: Baths :
5 : 3 : 1 :
1172 Sn. Ft.:
Full basement, :
50% finished '
Similar :
Fha Oil CA :
None :
1-car carnort :
Porch, '
wood deck
Similar
+ f-l$ Adlusl.
+1000
-2000
-1600
+2 000
-2500
+1000
+2 000
+H$Adlusl.
-3000
.2,000
-1700
+2 000 Full basement
Similar
Fha Gas CA
Firenlace
None
Porch,
+2 000 natio
+500 None
+4 000
Nelp:;u:ttot;;]l , + - ' 30011II- '. 18001ii('$
Adjusled Sales Pr~e
of Comnarable $ 108 200 106 800 104 800
Comments on Sales Compar~dn (including the subjecl property's compatibiltty 10 the neighborhood, etc.): A1thounh comoarable sale number 2 is over six
months old the sales USed are the most recenUv sold similar nronerUes available. Comoarable sale number 3 was oiven the most
consideration in arrivinnat mv final oninion of value due to its similarities to the subiect orooertv in room count.
-2500
-1000
+3 000
-2500
.1000
+3 000
100
,
ITEM SU8JECT COMPARABLE NO.1 COMPARA81.E NO.2 COMPARA8LE NO.3
Dale, Pr~e and Data 12-1-94 5.3.76 1-30-62 8-1-97
Source, 10l\llior sales $99,000 $43,000 $16,875 $99,900
wtthin .ear of .nnralsal Courthouse Courthouse records Courthouse records Courthouse records
Analys~ of any current agreement of sale, option, or I~ting of subject property and anaIys~ of any prior saJes of subject and comparables wtthin one year of the date of appraisal:
The sub/ect is currenUv listed for sale at $108 900.
.
~~~~~~~~~~~~:~ :~~EC~:;:~~~N'::~~~:I:\ "hE~ii~';j~M~k~i ii;~'''' '~'hh" ........ .....iM~:~ ii;~~'R~~ M~ni~i~;u"""hh=: 104 ~~:.
Th~ appraisal ~ made l2;;J 'as ~' 0 subject 10 the repairs, atteralions, Inspections or condttions I~tod below 0 subject to compleOOn per plans & specif~atlons.
Conditions of Appraisal: Annraised in current condition.
Final Reconciliation: Cost and Sales Comnarison annroaches have been considered and anal,^,ed with the sales Comnarison aooroach belno
'considered the most accurate in arrivina at mv final oninion of value. The Income annroach was not'considered since this is an owner occuoied
sinnls familv dwellina. .. .
~ The purpose of this appraisal ~ to estimate the market value of the real properly that ~ the subjecl of th~ report, based on the above condUions and the ceritt~alion. contingent
and limiting condttions, and markel value defjnttion that are slated In the alIached Freddie Mac form 43M'NMA form 10048 (Revised 6-93 ).
_ I (WE) ESTIMATE THE MARKETiVALUE, AS OEFINED, OFTHE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF Seotember 6 2001
. (WHICH IS THE DATE OF INSPECTtON ANO THE EFFECTIVE DATE OF THIS REPORT) TO BE $ . .104,800
A~PRAISER~: ~-:->r' In - SUPERVISORY APPRAISER (ONLY IF REQUIRED):
SKlnatufe.~ ~~ Sianalure
Name lar . oat Name
Date RellOrt Sinned September 10. 2001 Dale Rennrt Sinned
State Ceritt~ation # GA-000014-L State PA SlaIe Ceriif~alion #
Or State l~ense # Slate Or Stale license #
Fredd~ Mac Form 70 6193
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+2 000
+500
PAGE 2 OF 2
Form UA2 - 'TOTAL 2000 for Windows' appraisal software by a Ia mode, inc.-1.800-ALAMODE
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state
state
Fannie Mae form 1004 6-93
MAP SKETCH 'ADDENDUM
Borrower/Client
Pmpert Address
City
Lender
Count
State
Zip Code
BUILDING SKETCH
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LOCATION MAP [*SUBJECT PROPERTY]
Blakewood Business Forms 1 (800) 443# 1004
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Subject Photos
Bonowe[ Clienl n.a.
Pro. Addres, 571 "F" Street
City Carlisle
Lender
Coun Cumberland
Slat. PA
Zi Code 17013
Subject Front
571 "F" Street
1#.,;1-."",_" .
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Subject Rear
SUbject Street
Fonn PICPIX.TR - "TOTAL 2000 tor Windows" apprai,aI soltwar. by a la mode, Inc. -1-800-ALAMODE
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Comparable Photo 'Page
60rrower/Clienl n.a.
ProDertv Address 571 "F" Street Slate PA Zin Code 17013
Citv Carlisle County Cumberland
lender
Comparable 1
587 "E" Street
Comparable 2
567 "E" Street
Comparable 3
12 Gobin Drive
Form PldpIX.BR - "TOTAL 2000 for Windows" appraisal software by a la mode, inc. -1-8DO-ALAMDDE
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DEFINITION OF MARKET VALUE: The most probable price which a property shoukl bring in a competttive and open market under all condttlons
requlsne 10 a lair sale, the buyer and seller, each acllng prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implictt In lhis
deflnttion is the consummation of a sale as of a specnled date and the passing of title from selier to buyer under con<lttlons whereby: (1) buyer and seller are
lyp~ally motivated; (2) bolh parties are well intormed orwell advised, and each acting In what he conskJers his own besl Interest; (3) a reasonable time Is allowed
for exposure In the open market; (4) payment is made in terms of cash In U,S. dollars or in terms of financial arrangements comparable thereto; and (5) the price
represents the oormal consideration for lhe properily sold unaffected by special or creative financing or sales concessions' granted by anyone associated wtth
the sate.
. Adjustments to the comparables must be made lor special or creative financing or sales concessions. No adjustments are necessary
for lhose costs which am normally paid by sellers as a resutt of Iradnion or law in a market area; these costs are readily k1entiliable
since Ihe seller pays these costs In virtually all sales transactions. Special or creative financing adjustments can be made 10 Ihe
comparable property by comparisons 10 financing lerms offered by a lhird parIy instnulional lender lhat is oot already Involved In the
property or transacfion. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession
bul the dollar amount of any adjustment should appro~mate the markef's reacllon to lhe financing or concessions based on Ihe
appraiser's judgement.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appralser's certll~alion that appears In the appraisal report Is subjecl 10 fhe lolfowlng
condnions:
1. The appraiser will not be responsible for matters of a legal nature lhat affect enher the property being appraised or the tRle to tt. The appraiser assumes that
the Ittle is good and marketable and, therefore, will not render any opinions about tho title. The property is appraised on the basis of tt helng under responsible
ownership.
2. The appraiser has provided a sketch in the appraisal report to show appro~mate dimensions of the Improvements and the sketch is included only 10 assist
lhe reader of lhe report in visualizing the property and underslandlng lhe appraiser's delermination of tts s~e.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noled
in the appraisal report whether lhe subjecl stte is focaled in an idenlllled Special Flood Hazard Area. Because lhe appraiser Is not a surveyor, he or she makes
00 guarantees, express or implied, regarding tilis determination,
4. The appraiser will nol give lesfimony or appear in court because he or she made an appraisal of the property in queslion, unless specllic arrangements to do
so have been made beforehand.
5. The appraiser has eslimated the value of lhe land In the cost approach at tts highest and best use and tho Improvements at their contributory value. These
separate valuations of the land and improvements musl not be used in conjunclion wtth any other appraisal and are invalkl II they are so used.
6. The appraiser has ooted in lhe appraisal report any adverse condttions (such as, needed repairs, depreciation, tho presence of hazardous wastes, loxic
substances, elc,) ohselVBd during the inspecllon of the subjecl properily or that he or she became aware of during tho normal research Involved in pertorming
the appraisal. Unless otherwise stated In lhe appralsat report, the appraiser has 00 kMwledge of any hidden or unapparent condnions of lhe properily or
adverse environmental condttlons (including lhe presence of hazardous wastes, toxic subslances, etc.) that would make the properily more or less valuable, and
has assumed that there are no such condnlons and makes no guarantees or wanantJes, express or Implied, regarding the condttion of the properily. The
appraiser will nol be responslbie for any such condnlons that do e~st or for any engineering or tesfing that mlghl be required 10 dlseover whether such
condnions e~sl. Because the appraiser is nol an expert in the field' of environmental hazards, the appraisal report must not" be considered as an
environmental assessment of lhe properily.
7. The appraiser obtained the information, estimates, and opinions that were expressed In the appraisal report from sources Ihat he or she conskJers 10 be
reliable and believes Ihem 10 be true and correcl. The appraiser does oot assume responsibility for tho accuracy of such ttems that were Iumlshed by other
parties.
8. The appraiser will not disclose the contents of the appraisal report except as provided lor in the Unllorm Standards of Professional Appraisal Practice.
9. The appraiser has based his or her appraisal report and valualion conclusion for an appraisal that is subject to satisfactory completion, repairs, or
atterations on lire assumpfion that completion of lhe improvements will be peilormed In a workmanlike man"'r.
10. The appraiser must provide his or her prior written consent before the lendeifclient specif~d in tho appraisal report can distrihute lhe appraisal report
(including conciusions about the properly value, Ihe appraiser's kJentity and professional designations, and references to any professional appralsat
organizations or the firm wilh which the appraiser is associated) to anyone other then tho borrower; tho mortgagee or tts successors and assigns; the mortgage
insurer: consuttants; professional appraisal organizations: any slate or forlerally approved flnanclal instnution; or any department, agency, or Inslrumentality
of lhe Untted Slates or any slate or the District of Columbia; excepl Ihaf the iender/cr~nt may disblbute tho properily deseriplion section of lhe report only to data
collection or reporting service(s) wilhout having to obtain the appraisers prior written consent, The appraisers written consent and approval must also
be obtained before the appraisal can be conveyed by anyone 10 the pubiic through advertising, public relations, news, sales, or other media.
Freddie Mac Form 439 6-93
Pagelof2
Fannie Mae Form l004B 6-93
Dlversllled Appraisal Services (717) 249-2758
Form ACR - 'TOTAL 2000 lor Windows' appraisal software by a Ia mode, Inc. -f-600-ALAMODE
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APPRAISER'S CERTIFICATION: The Appraiser certrrles and agrees that:
1. I have researched the subject market area and have selecte<l a minimum of three recent sales of properties most similar and proximate to lhe subject property
for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those tteros of slgnrr~ant
variation. rr a slgnrr~ant rrem in a comparable property is superior to, or more lavorable than, the subject property, I have made a negative adjustment to reduce
lhe adjusted sales pr~e of the comparable and, rr a signif~ant ttem in a comparable property is Inferior 10, or less favorabie Ihan the subject property, I have made
. posttive adjustment to Increase the adjusted sales pr~e of the comparable.
2. I haVe taken Into consideration the factors that have an Impact on value In my development of the estimate of market value in the appraisal report. I have oot
knowingly wrrhheld any slgnrricant Information from the appraisal report and I believe, to lhe best of my koowledge, that all slalements and information In the
appraisal report are .t,"e and correct.
3. I staled in lhe appraisal report only my own personal, unbiased, and professionat analysis, opinions, and conclusions, wh~h are subject only 10 the contingent
and limrrlng condWions SpeCiflOd In Ihis form.
4. I have no present or prospective interest in the property Ihat is lhe subject 10 this report, and I have 00 present or prospective personal Interest or bias with
respecl 10 the participants in the transaction. I did not base, errher partially or completely, my analysis an<l'or the estimate of market value in the appraisal report
on Ihe race, color, religion, se~ handicap, familial status, or national origin of etther the pro'peclive owners or occupants of the subject property or of the present
owners or occupants of the properties in lhe vicinity of the suhject property.
5. I have no present or contemplaled future Interest in the subjecl property, and netther my current or fulure employment nor my compensation for pertormlng Ihis
appraisal Is contingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that lavors the cause of the client or any related party, the amount of the value estimate,
the attainment of a specrr~ resutt, or the occurrence of a subsequent event in order to receive my compensation an<l'or employment for pertorming the appraisal. I
did oot base the appraisal report on a requesled minimum valuation, a specif~ valuation, or the nee<llo approve a specjf~ mortgage loan.
7. I pertormed this appraisal in conformity wrrh the Unrrorm Standards of Professional Appraisal Practice that were adopted and promuigated by the Appraisal
Standards Board of The Appraisal Foundation and that were In place as of the effective dale of this appraisal, wrrh the excepl/on of the departure provision of those
StandardS, which does not apply. I acknowledge that an estimate of a reasonable time tor exposure In the open market is a condrrion In the definttlonof market value
and lhe estimate I deveioped is consistent wtth the marketing time ooted in the neighborhood seclion of this report, unless I have otherwise stated In the
reconciliation section.
6. I have personally inspected the Interior and exterior areas of the subject property and the exterior of all properties listed as comparabies In the appraisal report.
I further certify Ihat I have noled any apparent or known arlverse condttions in the subject improvements, on the sublect srre, or on any srre wtthln the immediate
v~lnity of the subject property of which I am aware and have made adjustments for these arlverse condrrions in my analysis of lhe property value to the extent that
I had market evidence to support them. I have also commented about the effect of the arlverse condrrlons on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about Ihe real eslate that were set forth in the appraisal report. rr I relied on signfficant professional
assistance from any Individual or individuals In lhe periormance of the appraisal or the preparation of the appraisal report, I have named such Irrdivklual(s) and
di,ciosed the spec'~ lasks pertormed by them in the reconciliation section of this appraisal report. I certify lhat any Irrdivldual so named is qualrrled to periorm
the tasks. I have nol authorized anyone 10 make a change 10 any rrem in the report; therefore, rr an unauthorize<l change is made to the appraisal report, I will take
00 responsibility for tt.
SUPERVISORY APPRAISER'S CERTIFICATION: rr a supervi,ory appraiser signed the appraisal report, he or she certrries and agrees that:
I dlrecfly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree wtth the slalements and conclusions of the appraiser,
agree to be bound by fhe appraiser's cert,~ations numbered 4 through 7 above, and am laking full responsibility for the appraisal and the appraisal report.
ADDREOSS OF PROPERTY APPRAISED:
571 "F" Street, Carlisle, PA 17013
APPRAISER:
~::ure~a~r~~~
Date Signed: September 10. 2001
State CertO~ation #: GA-000014-L
01 stat.li<:ense #:
State: PA
Expiration Dale of Certif~atlon or license: June 30, 2003
SUPERVISORY APPRAISER (only If required):
Signature:
Name:
Date Signed:
State Certif~atlon #:
or State l~ense #:
State:
Expiration Date of Certif~ation or l~ense:
o Old 0 DkI Not Inspect Property
Freddie Mac Form 439 6.93
Page2of2
Fannie Mae forro 1004B 6-93
Form ACR - 'TOTAL 2000 for Windows' appraisal software by ala mode, inc. -j-BOO-ALAMODE
1, . .,.'0-
LARRY E. FOOTE ,
REAL ESTATE APPRAISER
ExrERIENCE:
i I 1979-Present: Chief Appraiser, Diversified Appraisal Services, Carlisle, Pa.
Principal Broker, LaRue Development Co" Carlisle, Pa.
1976-1979: Associate Broker, Colonial Realty, Carlisle, Pa.
1972-1976: Realtor Associate, Jack Gaughen Realtor, Carlisle, Pa.
Appraisal experience includes undeveloped land, farms, building lots, single-family
dwellings, mobile home parks, medical centers, motels, apartment buildings and
complexes, office buildings, service stations, veterinary clinics, rehabilitation centers,
retail buildings, daycare centers, warehouses and manufacturing facilities.
EDUCATION:
Bachelor of Business Administration, Pennsylvania State University, 1976.
Associate Bachelor of Business Administration, Harrisburg Area Community College,
1974.
Dliploma, Carlisle Senior High School, 1965.
Certificate, Pennsylvania Realtors Institute, GRI I, GR! II, GR! Ill.
Certificate, Realtors National Marketing Institute, CIIOl, CI 102, CI 103, CI104,
CI 105.
Standards of Professional Practice, American Institute of Real Estate Appraisers.
Real Estate Appraisal Principles, American Institute of Real Estate Apparisers.
Appraisal Procedures, Appraisal Institute.
Residential Valuation, American Institute of Real Estate Appraisers.
Principles of Income Property Appraising, Appraisal Institute.
Case Studies in Real Estate Valuation, Appraisal Institute.
Report Writing and Valuation Analysis, Appraisal Institute.
PROFESSIONAL llCENSES:
General Appraiser #GA-OOOOI4-L, Commonwealth of Pennsylvania.
Real Estate Broker #RB-029729-A, Commonwealth of Pennsylvania.
PROFESSIONAL DESIGNATIONS:
GRI: Graduate of the Pennsylvania Realtors Institute, awarded by the Pennsylvania
Association of Realtors.
CRS: Certified Residential Specialist, awarded by the Realtors National Marketing
Institute of the National Association of Realtors.
CCIM: Certified Commercial Investment Member, awarded by the Realtors National
Marketing Institute of the National Association of Realtors.
PROFESSIONAL ORGANIZATION AFFIUATIONS:
National Association of Realtors Appraisal Section.
Carlisle Board of Realtors.
Pennsylvania Association of Realtors.
National Association of Realtors.
Realtors National Marketing Institute.
PAST CUENTS:
Borough of Carlisle
CPARC
Commonwealth National Bank
Evans Financial Corp.
Smith's Transfer Corp.
F&M Trust Company
Messiah Homes, Inc,
M&T Mortgage Corp.
Defense Activities Fed. Credit Union
National City Mortgage Corp.
Prudential Relocation Services
Cumberland County Commissioners
Dickinson College
Gettysburg College
Record Data Appraisal Service, Inc.
Washington Tel. Fed. Credit Union
Lenders' Choice'
Provident Home Mortgage Corp.
United Stales Marshall Service
. Coldwell Banker Relocation Services
First Bank and Trust Company
Market Intelligence, Inc.
BancPlus Mortgage Corp.
Letterkenny Federal Credit Union
:'"t4..c~, ,~-
- '''''',P';\."'f ;,," - ,~,
~~""'1"""'1"!""""
_.
Members 1st Federal Credit Union
Carlisle Suburban Authority
Pennsylvania National Bank
Cornerstone Federal Credit Union
Carlisle Dept. of Parks and Recreation
Carlisle Area School District
ERA Eastern Regional Services
Chase Home Mortgage Corp.
Penna. State Employees Credit Union
Executive Relocation Services
United Tel. Employees Fed, Credit Union
Allstate Enterprises Mortgage Corp.
PPG Industries, Inc,
Redev. Authority of Cumberland County
First United Federal Savings Association
Pennsylvania Turnpike Commission
Sears Mortgage Corp.
Fulton Bank
Central Pennsylvania Savings Association
Maenner Relocation, Inc.
PNC Mortgage Corp.
GMAC Mortgage Corp.
Keystone Financial Mortgage Corp,
Various law finns and individuals
"""
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WAIVER
JEFFREYS. KOLODZI, spouse of Patricia A. Kolodzi, hereby waives any and all
rights to claim any interest in real estate situated in The Borough of Carlisle,
Cumberland County, Pennsylvania, known and numbered as 571 F. Street, Carlisle,
PA, which premises is being purchased by (his/her) spouse, Patricia A. Kolodzi and her
parents, Edward L. Hockenberry and Mildred M. Hockenberry and on which a mortgage
has been or will be placed, in the amount of $94,300.00 by First United Mortgage
Services, Inc.
It is specifically understood by the undersigned that, by the execution of the
Waiver, JEFFREY S. KOLODZI cannot claim any rights in and to said property as
"marital property" under any actions for "equitable distribution" under present law.
JEFFREY S. KOLODZI further agrees that the Note and Mortgage to be
executed by his spouse shall be a first lien on the aforesaid premises and the
undersigned will not make any claim which would affect the lien and operation thereof.
I COMMONWEALTH OF PENNSYLVANIA
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~EFFREY S. KOLODZI
: SS.
COUNTY OF CUMBERLAND
On this the day of October. 2001 , before me the undersigned
officer, personally appeared ROBERT L. O'BRIEN, ESQUIRE, known to me (or
satisfactorily proven) to be a member of the bar of the highest court of said state and a
subscribing witness to the within instrument, and certified that he was personally
present when JEFFREY S. KOLODZI whose name is subscribed to the within
instrument executed the same, and that said person has acknowledged that he
executed the same for the purposes therein contained.
In witness thereof, I hereunto set my hand and official seal.
J. ."" ~'~_""'"_
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, , , ,~ - F'
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INTERIM AGREEMENT
The parties hereto are Jeffrey S. Kolodzi and Patricia A Kolodzi, currently
husband and wife. The parties have separated and the Husband has filed a divorce
docketed to No. 2001-2213 in the Court of Common Pleas of Cumberland County.
Wife wishes to retain, as a portion of the marital estate, the parties' interest in the
marital residence where she currently resides with her daughter. The home has been
appraised in conjunction with Wife's efforts to refinance the existing obligation to
remove Husband from the liability on the mortgage to Pennsylvania State Employees
Federal Credit Union. The home appraised at the value of $104,800.00. The parties
agree and understand that the difference between the appraised value and the
mortgage payoff at the time of the settlement on the refinancing shall constitute marital
property. Wife shall be charged with that value in connection with any distribution as
recommended by the Court in connection with the pending divorce. Any and all rights,
claims, defenses, etc. that the parties have in connection with the distribution of the
\[ marital estate are preserved for presentation before the master. This agreement only
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addresses the distribution of the value of the marital residence to Wife.
In witness where, the parties intending to be legally bound hereby have affixed
their hands and seals on this
day of October, 2001.
...J _.~
-<ftl.t-f,?/ ,/
/Jeffr S. Kolodzi
1/
t/
Patricia A Kolodzi
rl o. d i r/dome slic/k 0 ladzi.a 9 r
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XLS
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0~ n\l..-..:::. - '-vI,,-^- J+y.lVu...... QU I <.J...)Ul
LISTING CON1.'RACT,
EXCLUSIVE RIGHT TO SELL REAL PROPERTY
.This for~ reconunended and approved for, but n~t restricted ~o use by, the members of the Pennsylvania Association of REALTORS@ (PAR).
.~~~~~~. ~~~'4!0,~
1. PROPERTY c- ,- ISTED PRICE $ I (J ~ <J ()i)
Address ~ll r !.f't I If) (~ I
Municipalit (city, borough, towns
County.
Zoning and Present Use
Identification Number (For exam Ie, tax identificatio'n number; parcel number; deed book, page, recording date)
(.,~ _ -3
2. STARTING & ENDING DATES OF LISTING CONTRACT (also called "Term")
A. No Association of REALTORS@ has set or recommended the term of this contract. By law, the length or term of a listing con-
tract may not exceed one year. Broker and Seller have discussed and agreed upon the length or term of this contract.
B. Starting Date: This Contract starts when signed by l:)flIker and Seller, unless otherwise stated here: + / II) 0 J
C. Ending Date: This Contract ends on l D !;j,tJ! D I
3. PURPOSE OF THIS CONTRACT Seller is hiring Broker to market Property and to find a buyer. Seller will refer all offers and
inquiries to Broker. Seller allows Broker to use.print and!or electronic advertising. Broker is acting as Seller Agent, as described
in the Consumer Notice.
4. BROKER'S FEE No Association of REALTORS@ has set or re;;ommemled the Broker's Fee. Broker and Seller have negotiated
the fee that Seller will pay Broker. The Broker's Fee is . ~ {( IAl' of If rom OlC sale price and paid by Seller.
5. COOPERATION WITH OTHER BROKERS Licensee has explained Broker's company policies about cooperating with other
brokers, Broker and Seller agree that Broker will pay from Broker's Fee:
A. A fee to another broker wbo represents tbe Seller.(SpBAGENT).
o No -a.Yes If Yes, amount: 3 It> of If rom the sale price.
B. A fee to anotbel" broker wbo represents a buyer (BUYER'S AGENT). A Bnyer's Agent, even if compensated by Broker
or Seller, will represent tbe interests of tbe buyer. 'J lj
o No -s.. Yes If Yes, amount: 0 /0 of If rom Ole sale price.
C. A fee to anotllel' brokerwbo docs not represent eit erAlle Seller or a buyer (TRANSACTION LICENSEE).
o No '-s.. Yes If Yes, amount: 'Iv of If rom the sale price.
6. l'AYMENT 011 BROKER'S FEE
A, Seller mnst pay Broker's Fee if Property, or any ownersbip interest in it, is sold or excbanged during tbe length or term
of tbis Contract by Brokel; Broker's agents, Seller, or by any other person or broker, at the listed price or any price
acceptable to Seller. .
B. Seller will pay Broker's Fee if negotiations that are pending at the Ending Date of this Contract result in a sale.
e. Seller will pay Broker's Fee after the Ending Date of this Contract IF: . .,..'.
(1) A sale occurs within 9D days of the Ending Date, AND
(2) The buyer was shown or negotiated to buy the Property during the term of this contract.
Seller will not owe Broker's Fee if tile Property is listed nnder an "exclusive rigbt to sell contract" with another broker
at the lime oftbe sale. ~ \'\\.LI. f ~ ~~~ ~ ,~~ iu. lh
7. BROKER'S FEE IF SALE DOES NOT OCCUR . . ~ rz.~ 6:l2. at ~~
A. Seller will pay Broker's Fee if a ready, willing, and able buyer is found by Broker or by anyone, inclnding Seller. A
willing buyer is one who will pay the listed price or more for the Property, or one who has suhmitted an offer accepted by
Seller.
B. If Ole Property or any part of it is taken by any govemment for public use (Eminent Domain), Seller will pay Brokcr
, of If rom any money paid by Ole government.
e. If a buyer signs an agreement of sale Olen refuses to buy the Property, or if a buyer is unable to buy it because of failing to do
all the things required of the buyer in Ole agreement of sale, Seller will pay Broker:
(I) .:S'rJ 1II of/from buyer's deposit monies, OR
. (2) the Broker's Fee in Paragraph 4, whichever is less,
8. DUAL AGENCY Seller agrees that Broker may also represent the bnyer(s) of the Property. Broker is a DUAL AGENT whcn
representing both Seller and the buyer in the sale of a property.
. Design3\ed Agency: .
o Not Applicable. . . ...
X Applicable. Broker, as the Dual'Agent, m~y designate licensees to represent the separate interests of Seller and (be buyer.
Licensee (identified above) is the Designated Agent, who will act exclusively as tile Seller Agent. If Property is introduced to
the buyer by. a licensee in the Company who is not representing' the buyer, then that licensee is authorized to work on behalf
. "; ,,' " .~.', - ~ ' ., '-
of Seller...xf Licensee is .also the Buyer Agerit;' then Licensee is a DUAL AGENT.
9. BROKER'SSERVICE TO BUYER ""Brokec'mayprovide serviceslo a buyer for which Broker may accept a fee. Such services
may include, but are not limited (0, deed! document preparation; ordering certifications required for closing; financial services; title
transfer and preparation services; ordering insurance, construction, repair, or inspection services. Broker will disclose to Seller if
any fees are to be paid by Buyer.
10. OTHER PROPERTIES Seller agrees that Broker may list other properties for sale and that Broker may show other properties
to prospective buyers. .
11. CONFLICT OF INTEREST A cOllflict oJ/llterest is wben Broker or Licensee has a fll1"11cia! or personal interest where Broker
or Licensee c:mnot put Selle<'s interests before any oIber. If \be Broker, or any of Broker's saJe1;people, !la, a COlljIict oj intere.",
B~ will D<rif: Sdkr in a fune!y =
.-".
',(,
Seller lnitlals
m Pennsylvania soclatlon of
LD REALTORS'"
llE^llQn4'l1!lll~fbI'ANlbtlltl.lI1P""')'\Y1riII
Page 1 of3
Broker/Licensee Initials
(;)I\\."
COPYRIGHT PENNSYLVANIA ASSOCIATION OF REALTOltSiIl199fi
11/99
..
- ~ "
.. -_..~ ~-,_I.._. - ~I
.
EMENT & POSSESSlON
'Preferred Settlement Date'. l\ D. \):u' a...~..lI.~('~ ~-t
,~"Seller will give possession of the Property to Buyer at settlement or on
-'(I) If the Property, or any part of it, is rented, Seller will give any le..1.ses to Broker before signing this ContracL
(2) If any leases are oral, Seller will provide a written summary of the tenus, including amount of rent, ending date, and
Tenant's responsibilities.
(3) Seller will not enter into or renew any lease during the term of this Contract except as follows:
~[13. TITLE '
,~ 1.-'<
.;: f ' A. At settlement, Seller will give full rights of ownership (fee simple) to a buyer except as follows:
.~~: , (1) Mineral Rights Agreements
l,-rn.\,<l>
1t:, (2) OUler
;; B. Seller has:
)>(:Yes 0 No
Morrgage with ~o.- ~~.Ld- ~
Address
Acct. #
Equity loan with
Address Phone
Acct. # Amount of balance $
Seller authorIzes Broker to receive' mortgage payoff and/or equity loan payoff information from the
lender.
Past Due Taxes
Judgments
'!ype
Municipal Assessments
Other
Amount $
C. If Seller, at any time on or since Jannary i, i998, has been obligated to pay support under an order tllat is on record in any
Pennsylvania county, list tlie county and the Domestic Relations Number or Docket Number:
14. ~YLTIPLE LISTING SERVICE (MLS) (Complete if Broker is a member of an MLS)
'-!' Broker will use a Multiple Listing Service to advertise tlle Property to other real estate salespersons, who can tell their clients
and customers about it. Seller agrees that the MLS, the Broker, and the Licensee are not responsible for mistakes in the MLS
description of the Property.
o Broker will not use a Multiple Listing Service to advertise the Property to oU,er real estate salespersons.
15. PUBLICATION OF SALE PRICE
A. Seller is aware Urat newspapers may publish the final sale price after settlement.
B. Seller will allow publishing of the sale price after Seller accepts an Agrecment of Sale,
DYes "r:i No
16. ,SjGNS & KEYS' Seller allows (where permitted): .
.,.-fi Yes 0 No Sale Sign ~ Yes 0 No Soid Sign
DYes "'iJ. No Key in Office 'jif-. Yes 0 No Lock Box
o Yes ' 0 No
17. ITEMS INCLUDED IN THE PRICE OF THE PROPERTY
A. Included in the saie and purchase price are all existing items permanentiy installed in the Property, free of liens, including
plumbing: heating: lighting fixtures (including chandcliers and ceiling fans): water treatment systems; pooi and spa equipOJent:
garage door openers and transmitters; television antennas; shrubbery, plantings, and unpo~ted trees; any .(emaining heating,and
cooking fuels stored-on the Property at the time of settlement; walI,to wall carpeting; window coyering hardware, shades, and
blinds; built-in air ~ondition~rs; built-in appliances, and the range/oven. Also included: (); i J.J. '0" ,,~ I
o Yes )if. No
Phone
Amount of balance $
XYes
o No
DYes
DYes
~No
}:( No
Amount owed $
Amount $
o Yes ~
o Yes 0
Amount $
No
No
B. 0 See attached h et for a Clitional items included in the saie.
18. ITEMS NOT INCLUDED IN THE PRICE OF THE PROPERTY
Thc following items are not included in the purchase and price of the Property:
A.
B. Items rented by the Seiler
C. 0 See attached sheet for additional items not included in the sale.
19. SELLER WILL REVEAL DEFECTS & ENVIRONMENTAL HAZARDS
A. Seiler (including Sellers exempt from the Real Estate Seiler's Disclosure Act) will disclose all known material defects and/or
environmental hazards on a separate disclosute statement. A material defect is a problem or condition that:
(I) is a possible danger to those living on the Property, or
(2) has a significant, adverse effect on the value of the Property.
B. If Seiler fails to tell of known material defects and/or environmental hazards,
(I) Seller will not hold Broker or Licensee responsible in any way;
(2) Seller will protect Broker and Licensee from any claims, lawsuits, and actions that result;
(3) Seller will pay all of Broker's and Licensee's costs that result. This includes attorneys' fces and court-ordered payments
or settlements (money Broker or Licensee pays to end a lawsuit or claim).
20. IF PROPERTY WAS BUILT BEFORE 1978 The Residential Lead-Based Paint Hazard Reduction Act says U,at any Seller of
property built before 1978 must givc the buyer an EPA pamphlet titled Protect Your Family From Lead in Your Home. The Seller
also must tell the buyer and the Broker what the Seller knows about lead-based paint and lead-based paint hazards that are in or on
the property being sold. SeHer must tell the buyer how the Seller knows that lead-based paint and lead-based paint hazards are on
the property, where the lead-based paint and lead-based paint hazards are,the condition of the painted surfaces, and any other infor-
mation Seiler knows about lead-based paint and lead-based paint hazards on the property. Any Seller of a pre-1978 structure must
also give the buyer any records and reports tlJat the Seller has or can, get about iead-based paint or iead-based paint hazards in or
around the property being sold, the common areas, or other dwellings in multi-family housing. According to tlle Act, a Seiler must
give a buyer 10 days (unless Seller and the buyer agree to a different period of time) from the time an Agreement of Sale is signed
to have a "risk assessment" or inspection for possible lead-based paint hazards done on the property. Buyers may choose not to
have the risk assessment or inspection for lead paint hazards done. If the buyer chooses not to have the assessment or inspection,
the buyer must inform the Seller in writing of the choice. The Act does not require the Seller to inspect for lead paint hazards or to
correct lea~ar;;Sl'P"1'roperty. The Act does not apply to housing built in 1978 or later.
eller Initials . - t'r Page 2 of 3 BrokerlLicensee Inillgl. f>JY'-
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. "';)~~~, 'ii;;ii~":rQNEY . .. . . ,\:;;.~/!i;j:~~~~~ {,i';? I
';';f>;':'.':~t!:~oker, or any >",rson Sener and the buyer namc in the Agreement of Sale, will keep all deposit moni~s pa~d byor~o~,ili.~:~~ye}~i ~1~ti j
";.". . in an escrow account. If held by Broker, this escrow account will be held as required by real estate hcensmg laws and.regul ' -.\
'<?' '.~' ,~"'>j. ".,,~
tions. Seller agrees that the person keeping tile deposit monies may wait to deposit any uncashed check that is,fe!,qei ed?
deposit money until Seller has accepted an offer. .,' .' :!'!~1;1t.
B. If Seller joins Broker or Licensee in a lawsuit for the return of deposit monies, Seller witt pay Broker's and Lic~ns...
neys' fees, and costs. . ' : .,T~J:~~;J..
22. RECOVERY FUND Pennsylvania has a Real Estate Recovery Fund (tile Fund) to repay any person who has rec,e\Y~~A.c'"
court ruling (civil judgment) against a Pennsylvania real estate licensee because of fraud, misrepresentation. or dt;c_ei~,~i~~a~~
estate transaction. The Fund repays persons who have not been able to collect the judgment after \1'J'ing alllawfnl ways:fo'~q:~:..' .'
" For complete details about tile Fund, call (717) 783-3658, or (800) 822-2113 (within Pennsylvania) and (717) 783-4854 (ouisiile;!!i
P I. )' . :, \ I.,,;",>" },-~,~~;<'.~~,,1~e~l?
,', ennsy vanta. '" ':;'" '.',!'=',~~'~-_\_:-,:":il:)O
. 23. TRANSFER .oF THIS CQNTRACT ";~': ":::';<r:':;;~;i .. !'.~ Ii
A.;,'Broker wiIlnotify Seller immedia(ely in writing if Broker transfers this Contract to another broker when:. . ".. !.';k,{i;:' ~J1!t. \
'.. (1) Broker stops doing business, OR .:; f';,\,. '!;ii~ij', ,.
(2) Broker fonns a new real estate business, OR .' ..: .,:/" ,:,":.',". ,
(3) Broker joins his business with another. .., . . '):.;:' 'It;:~':
Seller agrees tilat Broker may transfer this Contract to another broker. Broker will notify Seller immediately "in writing';wll"en'.-;;,-:- 2,~~3~~':~ "
a transfer occurs or Broker will lose tile right to transfer this Contract. Seller will follow all requiremenlsof this cOntTact",vlth",:' ?~~~jt;.
th b' k (' :.'.~7._..:..'~:t::';'l' !';"_:'~;{:,:~,,;;."'l''':\; %~-"y.' .,
e new 1:0 er. . .. ;":,,,..,J'~!;';.-:::f~:, h:[~:'; :,~;,'~ J.;:,~, ,
B. Should Seller give or transfer tile Property, or an ownership interest in it, to anyone during the term of this:Co ," . . .;'
_ - _. ,,-. .,~.4',:;(.",~1 ,',
ers will follow the requirements of this Contract. . :'" I:'"-"<{.~;~'~
24. NQTICE TQ PERSQNS .oFFERING TQ SELL .oR RENT HQUSING IN PENNSYLVANIA . Federaland'state, aws
. - ,." ,,__""'"'-~or.
it iliegal for Seller, Broker, or anyone to use RACE, COLOR, RELIGIQN or RELIGIOUS CREED, SEX, DIS.ABITiJ::IJXgrP"Y.~",
or mental), FAMILIAL STATUS (children under 18 years of age), AGE (40 or older), NATIONAL ORlGIN;USE()~~Q
INGrrRAINiNG OF SUPPORT OR GUIDE ANiMALS, or tlle FACT OF RELATIONSHIP OR ASSOCIATIQN'TO"ANi.,.,,,
VIDUAL KNOWN TO HAVE A DISABILITY as reasons for refusing to sell, show, or rent properties, loan money, or'set'a_pc,
""' " ,~j,,~~>"
amounts, or as reasons for any decision relating to the sale of property. : ':~.-"'t,,':i"J~~
25. NQ OTHER CONTRACTS Seller wili not enter into another listing agreement with another broker that begin~:f~F~~~~,~~.i!
Ending Date of this Contract. ,--:,~ .,"'- '::':>~JV,i;tt\t:[$i ;
26. ADDITIQNAL .oFFERS ONCE SELLER ENTERS INTO AN AGREEMENT OF SALE, BROKER IS NOT REQUIRED:::r:Q,tt .
PRESENT OTHER OFFERS.':';it!;\~J;~ '
27. ENTIRE CONTRACT This Contract is the entire agreement betwe~n Broker and SeHer. Any verbal or written agreemel~~ ?~~Hi~} "
were made before are not a part of this Contract. . '.',:';';~,,::~-"
28. CHANGES TQ THIS CQNTRACT "All changes to this contract mnst be in writing and signed by Broker and Seller. ..,
29. SPECIALjNSTRUCTIQNS The Office of Attorney General has not pre-approved any special conditions or additional terms . ;
auded by any parties. Any special conditions or additional terms in the Contract must comply with the Pennsylvania Plain Language
Consumer Contract Act.
ADDITIQNAL INFQRMATIQN (.oPTIONAL)
30. TAXES, UTILITIES, & ASSQCIATION FEES
A. At settlement, Seller will pay one-half of thc total Real Estate Transfer Taxes, unless otilerwise staled here:
B. Real Estatc Property Tax Assessment $ Yearly Taxes $
Wage/Income Tax Per Capita Tax $
C. Estimated Utilities (trash, waler, sewer, electric, gas, oil", etc.)
-
D. Association Fees $ Include:
E. Otller
31. BUYER FINANCING Seller will accept the following arrangements for buyer to pay fOJ'the Property:
o Cash
o Buyer will apply for a mortgage. Type(s) of mortgages acceptable to Seller are:
DYes 0 No Conventionai 0 Yes 0 No FHA
DYes 0 No VA 0 Yes 0 No
o Seller's help to buycr (if any):
Seller has read the Consnmer Notice as adopted by the State Real Estate Commission at 49 Pn. Code ~35.336.
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LEGAL QUESTIQNS, SELLER IS ADVISED TQ CQNSULT AN ATTQRNEY, . ~
DATE l\ -ID-61
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Mailing Address JS" "i~"-
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SELLER
Name (print)
Mailing Address
Phone#s
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FAX If .
E-Mail
DATE
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FAX #
E-Mail
BROKER (Compan
ACCEPTED BY
Mailing Address
Phone #s
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FAX #
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Page 3 of3
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In the Court of Common Pleas of
CUMBERLAND
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County, Pennsylvania
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DO~[ESTIC RELA TIO:-iS SECTIO:-i
13l'i. HA:-iOVER ST, P.O. BOX 320, CARLISLE, PA.17013
Phone: (717) 240-6225
Fax: (717) 240-6248
NOVEMBER 20, 2001
PartieS and Counsel
Plaintiff Name: PATRICIA A. KOLODZI
Defendant Name: JEFFREY S. KOLODZI
Docket Number: 00109 S 2001
PACSES Case Number: 058103025
Other State ID Number:
Please Dote: All correspondence must include the PACSES Case Number.
Case Status
Dearparties and Counsel
In an effort to keep you informed concerning the progress of the above case the following
information is provided:
The order dated November 2, 2001, is vacated for the following reasons:
1. This order had child support and spousal support charging on 2 different
dates. This affected the Coupons the defendant received.
2. The Cwo separate charging dates make it difficult to explain the delinquent
arrears owed if there were any. At this time there are only arrears in the
amount of $168.9~. This represents the 18 days of the mortgage payment owed
from 10/1/01-10/18/01.
It is r@quested that if there is any type of settlement in regard to APL or
Alimony that the effect of the charging dates is taken into consideration.
If it is at all possible try to make the effective dates of any order the
1st of the month, or the same as the charging date for child support.
Enclosed is an audit of the account reflecting arrearages determined in the
order. Please keep in mind the amount in the order includes the charge for
this mOrlth.
Sirn;erely, '. _
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Service Type M
Form EN-545
Worker lD 21102
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In the Court of ConmlOll Pleas of CUMBERLAND County, Pennsylvariht
DOMESTIC RELATIONS SECTION
PATRICIA A. KOLODZI ) Docket Number 00109 S 2001
Plaintiff )
VS. ) PACSES Case Number 058103025
JEFFREY S. KOLODZI ) ., . j
Defendant ) Other State ID Number I'L ..,C 1.11
..l
Order
AND NOW to wit, this
NOVE~rnER 20, 2001
it is hereby Ordered
that:
"he order dated November 2, 2001 is vacated.
Effective October 1, 2001, the defendant's child support is reduced to $638.21
per month. The defendant's arrears are increased by $168.94, this represents
defendant's prorated share of the mortgage from October 1, 2001 through, and
including, October 18, 2001. The arrears are determined to be $1118.04,
said amount takes into consideration the November 2, 2001 payment.
BY THE COURT:
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Service Type ~1
Form OE-OOl
Worker ID 21102
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Total of Adjudicated and Ace ued Arrears $
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Sworn to aocl Signed belote: me
thiS Of!:. CounlY. Slate"
Noll.ry Public. TribIJnallAgef
Ofll'IIII and Title
GeneralTG'SlfmOny
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In the Court 01 '.-ommon Pleas of CUMBERLAND
DOMESTIC RELATIONS SECTION
RECEIVED A'US 1 6
County, Pennsylvania 2001
<--'
PATRICIA A. KOLODZI ) Order Number 109 S 2001
Plaintiff )
vs. ) PACSES Case Number 058103025
JEFFREY S. KOLODZI ) Docket Number 00109 S 2001
Defendant ) Other State ID Number De.. 30Llil
ORDER OF COURT
Ci> Final 0 Interim 0 Modified
AND NOW,
14TH DAY OF AUGUST, 2001
,based upon the Court's
determination that the Payee's monthly net income is $ 1153.84
and the Payor's
monthly net income is $ 3,114.85
, it is hereby ordered that the Payor pay to the
Pennsylvania State Collection and Disbursement Unit
ONE THOUSAND TWO HUNDRED FORTY DOLLARS AND 05/100---
Dollars ($ 1,240.05
) a month payable
BIWEEKLY
as follows: first payment due
SEPTEMBER 15, 2001.
The effective date of the order is 09/01/01 .
Arrears set at $ 30.00
as of AUGUST 14, 2001 are due in full
IMMEDIATELY. All terms of this Order are subject to collection and/or enforcement by
contempt proceedings, credit bureau reporting, tax refund offset certification, and the freeze
and seize of financial assets. These enforcement/collection mechanisms will not be initiated as
long as obligor does not owe overdue support. Failure to make each payment on time and in
full will cause all arrears to become subject to immediate collection by all the means listed
above,
For the Support of:
Name
PATRICIA A. KOLODZI
MEGAN M. KOLODZI
Birth Date
04/16/66
01/16/94
Service Type 1VI
Form OE-S18
Worker ID 21102
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KOLODZI
(";0
V. KOLODZI
PACSES Case Number: 058103025
The defendant owes a total of $1, 240 .05
BIWEEKLY
\
$1,240.05
per momh payable
for current support and $ 0 . 00
for arrears. The defendant must
also pay fees/costs as indicated below, This order is allocated and monies are to be applied as
follows:
Frequency Codes:
Payment Amountl
F reqnency
$ 310.89
$ 929.16
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
1 ==One Time B.=:BiWeekly 2 ==Bi~MontJliy
5 =Semi~Annua\ly S =Semi-Monthly A =AnnuaUy
M =Monthly
W = Weekly
Q = Quarterly
Dent Type Desl"riptinn
Beneficiary
1M SPOUSAL SUPPORT PATRICIA A. KOLODZI
1M CHILD SPT ALLOC MEGAN M. KOLODZI
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Said money to be turned over by the Pa SCDU to:
PATRICIA A. KOLODZI
, Payments must be made by check or
money order. All checks and money orders must be made payable to Pa SCDU and mailed to:
Pa SCDU
P.O. Box 69110
Harrisburg, Pa 17106-9 110
Payments must include the defendant's PACSES Member Number or Social Security Number
in order to be processed. Do not send cash by mail.
Service Type M
Page 2 of 4
Form OE-518
Worker lD 21102
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V. KOLODZI
PACSES Case Number: 058103025
,
Unreimbursed medical expenses that exceed $250.00 annually per child and/or spouse
are to be paid as follows: 70 % by defendant and 30 % by plaintiff. The plaintiff is
responsible to pay the first $250.00 annually (per child and/or spouse) in unreimbursed
medical expenses. 0 DefendantO Plaintiff 0 Neither party to provide medical insurance
coverage. Within thirty (30) days after the entry of this order, the o Plaintiff
o Defendant shall submit to the person having custody of the child(ren) written proof that
medical insurance coverage has been obtained or that application for coverage has been made.
Proof of coverage shall consist, at a minimum, of: 1) the name of the health care coverage
provider(s); 2) any applicable identification numbers; 3) any cards evidencing coverage;
4) the address to which claims should be made; 5) a description of any restrictions on usage,
such as prior approval for hospital admissions, and the manner of obtaining approval;
6) a copy of the benefit booklet or coverage contract; 7) a description of all deductibles and
co-payments; and 8) five copies of any claim forms.
Other Conditions:
ORDBR OF SUPPORT TAKES INTO CONSIDERATION THAT THERE IS A DAYCARE
EXPENSE IN THE AMOUNT OF $ll8.00 PER MONTH.
PLAINTIFF IN THIS MATTBR IS E~"TITLED TO A MORTGAGE DEVIATION IN THE AMOUNT OF
$290.95 PER MONTH. SAID AMOUNT IS ALLOCATED TO THE CHILD SUPPORT OBLIGATION
IN'THE AMOUNT OF $638.2l, RESULTING IN A MONTHLY OBLIGATION OF $929.l6.
Pl'-RTIES AGREE THAT ONCE THE PLAINTIFF HAS REFINANCED THE MARITAL PROPERTY AND
PURCHASED THE DEFENDANT'S INTEREST IN THE MARITAL PROPERTY THE MORTGl'.GE
DEVIATION SHALL BE ADJUSTED TO ZERO. EFFECTIVE SEPTEMBER 1, 200l THE
DEFENDANT IS NO LONGER RESPONSIBLE FOR THE MORTGAGE PAYMENT. DEFENDANT WILL
BE ENTITLED TO A CREDIT IF MORTGAGE IS GARNISHED FROM HIS PAYCHECK.
Defendant shall pay the following fees:
Fee Total
S 5. 00
S 25.00
So.oo
So.oo
So.oo
Fee De~cription
fur JUDICIAL COMPUTER FEE
for COURT COSTS
for
for
for
Payment Frequency
Payable at $ o. 00
Payable at So. 00
Payable at So. 00
Payable at $ 0.00
Payable at $ 0.00
perONE T1ME
per ONE TIME
per
per
per
Page 3 of4
Form OE-518
Worker 10 21202
Service Type M
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KOr.ODZI
v. KOr.ODZI
PACSES Case Number: 058103025
IMPORTANT LEGAL NOTICE
PARTIES MUST WITHIN SEVEN DAYS INFORM THE DOMESTIC RELATIONS SECTION AND
THE OTHER PARTIES, IN WRITING, OF ANY MATERIAL CHANGE IN CIRCUMSTANCES RELEVANT
TO THE LEVEL OF SUPPORT OR THE ADMINISTRATION OF THE SUPPORT ORDER, INCLUDING,
BUT NOT LIMITED TO, LOSS OR CHANGE OF INCOME OR EMPLOYMENT AND CHANGE OF
PERSONAL ADDRESS OR CHANGE OF ADDRESS OF ANY CHILD RECEIVING SUPPORT. A PARTY
WHO WILLFULLY FAILS TO REPORT A MATERIAL CHANGE IN CIRCUMSTANCES MAY BE ADJUDGED IN
CONTEMPT OF COURT, AND MAY BE FINED OR IMPRISONED,
PENNSYLVANIA LAW PROVIDES THAT ALL SUPPORT ORDERS SHALL BE REVIEWED AT LEAST
ONCE EVERY THREE (3) YEARS IF SUCH REVIEW IS REQUESTED BY ONE OF THE PARTIES. IF
YOU WISH TO REQUEST A REVIEW AND ADIUSTMENT OF YOUR ORDER, YOU MUST DO THE
FOLLOWING: CALL YOUR ATTORNEY. AN UNREPRESENTED PERSON WHO WANTS TO MODIFY
(ADJUST) A SUPPORT ORDER SHOULD CONTACT THE DOMESTIC RELATIONS SECTION.
A MANDATORY INCOME ATTACHMENT WILL ISSUE UNLESS TH'E DEFENDANT IS NOT IN
ARREARS IN PAYMENT IN AN AMOUNT EQUAL TO OR GREATER THAN ONE MONTH'S SUPPORT
OBLIGATION AND (1) THE COURT FINDS THAT THERE IS GOOD CAUSE NOT TO REQUIRE
IMMEDIATE INCOME WITHHOLDING; OR (2) A WRITTEN AGREEMENT IS REACHED BETWEEN
THE PARTIES WHICH PROVIDES FOR AN ALTERNATE ARRANGEMENT.
UNPAID ARREARAGE BALANCES MAY BE REPORTED TO CREDIT AGENCIES. ON AND
AFTER THE DATE IT IS DUE, EACH UNPAID SUPPORT PAYMENT SHALL CONSTITUTE, BY
OPERATION OF LAW, A JUDGMENT AGAINST YOU: AS WELL AS A LIEN AGAINST REAL
PROPERTY .
IT IS FURTHER ORDERED that, upon payor's failure to comply with this order, payor may be
arrested and brought before the Court for a Contempt hearing; payor's wages, salary,
commissions, and/or income may be attached in accordance with law; this Order will be
increased without further hearing by 0 % a month until all arrearages are paid in full, Payor
is responsible for court costs and fees.
Copies delivered to parties AUGUST 15 2001
,
Dale
Consented:
Plaintiff
Plaintiff's Attorney
Defendant
Defendant's Attorney
BY THE COURT:
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Page 4 of4
Form OE-5I8
Worker lD 21102
Service Type ~!
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
PETITION FOR A RULE TO SHOW CAUSE WHY DEFENDANT SHOULD NOT BE
PRECLUDED FROM OFFERING ANY TESTIMONY OR INTRODUCING ANY
EVIDENCE IN SUPPORT OF OR IN OPPOSITION TO CLAIMS FOR MATTERS IN
THAT DEFENDANT HAS FAILED TO FILE AN INVENTORY AS REOUlRED BY PA.
R.c.P. 1920.33 (At A PRE-TRIAL STATEMENT AS REOUIRED BY PA. R.C.P.1920.33
(B) AND AS DIRECTED BY THE MASTER IN DIVORCE TO FILE A PRE-TRIAL
STATEMENT ON OR BEFORE APRIL 15. 2002
COMES NOW, Jefry Kolodzi, Plaintiff-Petitioner by and through his attorney, Ruby D.
Weeks, Esquire, who respectfully requests this Honorable Court as follows:
1. Plaintiff is Jeffrey S. Kolodzi, who resides 25 South Pitt Street, Apartment #4, Carlisle,
Cumberland County, Pennsylvania, 17013.
2. Defendant is Patricia A. Kolodzi, who resides at 571 F Street, Carlisle, Cumberland
County, Pennsylvania, 17013.
3. Plaintiff filed for divorce on April 16, 200 I, service was accomplished on May 21, 200 I,
appoin1:Q1ent of the Master was requested on January 16,2002.
4. By letter dated January 23, 2002 the Master advised the parties to file Pretrial
Memorandum on or before April 15, 2002 (See attached letter, incorporated herein and
made a part hereof as Exhibit A)
5. Plaintiff filed his Inventory and Appraisement, Income and Expense Statement, and
Pretrial Memorandum on April 8, 2002.
6. As of this date, Defendant has never filed an Inventory & Appraisement, Income &
Expense, or a pretrial memorandum.
7. Defendant has at her residence items of Plaintiffs personal property which she refuses to
return to him. These items are listed on Exhibit "B" (see attached list, incorporated
herein and made a part hereof as Exhibit "B")
8. Plaintiff requests this Honorable Court issue an Order for a Rule to Show Cause Why (1)
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Defendant Should not be precluded from offering any testimony or introducing any
evidence in support of or in opposition to claims for matters in that Defendant has failed
to file an inventory as required by Pa. R.C.P. 1920.33 (a), a Pre-trial statement as
required by Pa. R.C.P. 1920.33 (b) and as directed by the Master in Divorce to file a Pre-
trial Statement on or before April 15, 2002, as provided for in Pa. R.C.P. 4019 (c).
(Copies ofthese Rules are attached hereto and made a part hereof, as Exhibits C and D
respectively.) and (2) should be compelled to return Plaintiffs personal property to him.
9. Defendant has been notified of this petition on Defendant and anticipated Defendant is
not in agreement.
WHEREFORE, Plaintiff requests an order (1) Precluding Defendant from offering any
testimony or introducing any evidence in support of or in opposition to claims for matters in the
Defendant has failed to file an inventory as required by Pa. R.C.P. 1920.33 (a), a Pre-trial
statement as required by Pa. R.C.P. 1920.33 (b) and as directed by the Master in Divorce to file a
Pre-trial Statement on or before April 15, 2002 and (2) should be compelled to return Plaintiffs
personal property to him.
Date: July 9, 2002
Respectfully submitted,
~~~
Ruby D, Weeks, Esquire
Attorney for Plaintiff - Husband
cc: Ruby D. Weeks, Esquire - for Plaintiff
Rob O'Brien, Esquire - for Defendant
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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
March 25, 2002
Ruby D. Weeks
Attorney at Law
10 West High Street
Carlisle, PA 17013-2995
Patricia A. Kolodzi
571 F Street
Carlisle, PA 17013
RE: Jeffrey S. Kolodzi vs. Patricia A. Kolodzi
No. 01 - 2213 Civil
In Divorce
Dear Ms. Weeks and Ms. Kolodzi:
I have received a certification document from attorney Weeks
indicating that discovery is complete. I have no response from the
Defendant and I am, therefore, going to proceed on the basis that there
are no outstanding discovery issues. Mr. O'Brien's name appears on the
motion for appointment of Master as attorney for 'wife; however, I have no
documents or entry of appearance in the file indicating Mr. O'Brien's
involvement.
The complaint in divorce was filed on April 16, 2001, raising
grounds for divorce of irretrievable breakdown of the marriage and
indignities. I am going to proceed on the basis that grounds for divorce
are not an issue and that the parties will either sign affidavits of consent
or have been separated for a period in excess of two years so that the
divorce can proceed under the no-fault provisions of the divorce code.
However, if my assumption is not correct, please advise and I will
schedule a hearing on the alternative grounds of indignities.
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25 March 2002
Page 2
The complaint raised the economic claim of equitable distribution.
No claims have been raised by either party for alimony or counsel fees
and expenses.
In accordance with P.R.C.P. 1920.33(b) I am directing attorney
Weeks and Ms. Kolodzi or Mr. O'Brien, if he is representing wife, to each
file a pretrial statement on or before Monday, April 15, 2002. Upon
receipt of the pretrial statements, I will immediately schedule a pre-
hearing conference with counsel, and Ms. Kolodzi, if she is
unrepresented, to discuss the issues, and if necessary, schedule a
hearing.
Very truly yours,
[J~~~~
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.
cc: Robert L. O'Brien, Esquire
HUSBAND'S PERSONAL PROPERTY WIFE REFUSES TO RETURN
1. Gym equipment
2. Slate to pool table
3. Husband's collection of: a) state police items b) matchbox cars
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DIVORCE OR ANNULMENT
Rule 1920.33. Joinder of Related Claims.
Distribution of Property.
Enforcement
(a) Within ninety days after service of a pleading or
petition containing a claim for determination and
distribution of property under' Section 3502 of the
Divorce Code, each party shall file an inventory specifi-
cally describing all property owned or possessed at the
time the action was commenced. The inventory shall
set forth as of the date of the filing of the complaint
(1) a specific description of all marital property in
which either or both have a legal or equitable interest
individually or with any other person and the name of
such other person; and
(2) a specilic description of all property in which a
spouse has a legal or equitable interest which is
claimed to be excluded from marital property and the
basis for such exclusion.
Note: Subdivision (c) of this rule provides sanctions for
failure to file an inventory as required by this subdivision.
An inventory filed within the ninety-day period may be
incomplete where the party filing it does not know of all of the
property involved in the claim for equitable distribution.
Consequently, the rule does not contemplate that a party be
precluded from,presenting testimony or offering evidence as to
property, omitted from the inventory. The omission may be
supplied by the pre-trial statement required by subdivision (b).
(b) Within the time required by order of court or
written directive of the master or, if none, at least sixty
days before the scheduled hearing on the claim for the
determination and distribution of property, each party
shall fiie and serve upon the other party a pre-trial
Explanatory Comment-1995 statement. The pre~trial statement shall include the
~ew subdivision (a)(3) is added because, unlike a separate following matters, together with any additional informa-
actIon for support, a oount in a divorce which requests support tion required by special order of the court:
211
os into
under
lrcs for
'gard to
uant to
uld the
3301(c)
divclrce
H(a) or
provided by the rules governing actions for support and
divorce, and in the Divorce Code. 1
Note: See, inter alia, Section 3323(b) of the Divorce Code
relating to ,enforcement of the rights of any party under a
decree, Section 3505(a) relating to injunction against disposi-
tion of prqperty pending suit, and Section 3703 relating to
collection of arrearages.
(2) When so ordered by the court, all payments of
child or spOUSEd support, alimony or alimony pendente
lite shall be made to the domestic relations section of
the court which issued the order.
(c) The failure to claim spousal support, alimony,
alimony pendente lite or counsel fees and expenses
prior to the entry of a final decree of divorce or
annulment shall be deemed a waiver thereof unless the
court expressly provides otherwise in its decree. The
failure to claim child support shall not bar a separate
and subsequent action therefor.
(d) Upon entry of a decree in divorce, any existing
order for spousal ,upport shail be deemed an order for
alimony pendente lite if any economic claims remain
pending.
Adopted June 27, 1980, effective July 1, 1980. Amended Jan.
28, 19S3, effective July 1, 1983; May 17, 1991, effective July 1,
1991; March 30. 1994, effective July 1, 1994: Dec. 2, 1994,
March 1,1995: April 21, 1995, effective July 1, 1995; Aug. 17,
1995, imd. effective; May 31, 2000, effective July 1, 2000.
123 Pa.C.S.A. ~ 3101 et s.eq.
. First,
be filed
.omotes
bilityof
n action
cifit:ally
tion for
or for
:elations
. Child
ny
es
of the
hiid or
lite or
il fiie a
return,
npleted
ld form
Explanatory Comment-1983
Subdivision (a) as -originally promulgated required each
party to file a completed income and expense statement within
thirty days after service of the pleading or petition containing a
related claim for relief. That requirement remains unchanged.
However, the rule is conformed to Support Rule 1910.11(c) by
also requiring each party to file within the same thirty day
period a copy of his or her most recent income tax return and
the pay stubs fQr the preceding six. months.
N~w subdivision (a)(2) incorporates by reference Discovery
Rule 4019 governing sanctions. When there is. a failure to file
th~ documents required by subdivision (a)(1), the broad
~pectrum of sa'nctions which is ~vailabJe under Ru!e 4019(c)
will permit the- court to impose the sanction appropriate to the
facts of the case.
'equired
nake an
nctions.
mdente
an as a
, to the
ie order
appears
lleading,
lwarded
and the
Explanatory Comment-Dec. 2, 1994
In its opinion in McI{.eown v. McKeown, 612 A.2d 1060
(Pa.Super.1992), the court indicates that spousal support
cannot be converted automatically to alimony pendente lite.
However, in many cases there is a need for alimony pendente
lite after the decree is entered, just as there is for spousal
support before. Because of the recent change in Rule
1910.16-1, which states that the amount of alimony pendente
lite is determined according to the guidelines, there is little
difference between the two. Although the entitlement defense
continues to be available, if the dependent spouse is already
receiving spousal support, the amended rule permits automatic
conversation to alimony pendente lite upon entry of the
decree.
issue of
ains that
j section.
Jort, ali-
Jrced as
Rule 1920.33
is often filed in the interest of preserving every possible claim
rather than because either party wishes to have that claim
heard. Where a support claim is not pursued for months, or
even years, allowing retroactivity to the date. of filing in
accordaJ;lce with Rule 1910.17 can create massive and unjust
arrearages.
This amendment permits retroactivity only for the period of
time during which the support claim has been actively pursued.
Thus, if a demand for support hearing appears on the front of a
divorce pleading, support is avail.able retroactive to the date of
filing. However, where the demand does not appear on the
front of the divorce pleading, retroactivity will be allowed only
from the date upon which the hearing is eventually demanded.
Rule 1920.32. Joinder of Related Claims.
Custody. Hearing by Court
(a) Claims for custody of children shall be heard by
the court. The practice and procedure with respect to
these claims Shall follow the practice and procedure
governing custody.
(b) The failure to claim custody of minor children
prior to the entry of a final decree shall not bar
subsequent claims for custody.
Adopted June 27, 1980, effecrive July 1, 1980.
:~'!'.' -
rr;~-'PiaJr,nY}A '''J .~~,'7. .
DIVORCE OR ANNULMENT
Rule 1920.33
Rule 1920.33, Joinder of Related Claims.
Distribution of Property.
Enforcement
(a) Within ninety days alter service of a pleading or
petition containing a claim for determination and
distribution of property under Section 3502 of the
Divorce Code, each party shall file an inventory specili-
cally describing all property owned or possessed at the
time the action was commenced. The inventory shall
set forth as of the date of the filing of the complaint
el) a 'pecific de,crlption of aU marital property in
which either or both have a legal or equitable interest
individually or with any other person and the name of
such other person; and
(2) a specific description of all property in which a
spouse has a lega~, or equitable interest which is
claimed to be excluded from tnarital property and the
basis for such exclusion.
Note: Subdivision (c) of this rule provides sanctions for
failure to file an i.I;lventory - as reqUired by this subdivision.
An inventory. filed within the ninety-day period may be
incomplete where the party filing it does not know of aU of the
property involved in the claim for equitable distribution.
Consequent!y, the rule does not contemplate that a party be
precluded from presenting testimony or offering evidence as to
property omitted from the inventory. The omission may be
supplied by the pre.trial statement required by subdivision (b).
(b) Within the time required by order of court or
written directive of the master or, if none, at least sixty
days before the scheduled hearing on the claim for the
determination and distribution of property, each party
shall file and serve upon the other party a pre-trial
Explanatory Cotitment-1995 statement. The pre~triaI statement shaH include the
New subdivision (a)(3) is added because, unlike a separate following matters, together with any additional informa-
action for support, a count in a divorce which requests support tion required by special order of the court:
211
)':
\I
"
C
II
~., ,
(a, )i
provided by the rules governing actions for support and
divorce, and in the Divorce Code.!
Note: See, inter alia, Section 3323(b) of the Divorce Code
relating to enforcement of the rights of any party under a
decree, Section 3505(a) relating to injunction against disposi-
tion of property pending suit, and Section 3703 relating to
collection of arrearages,
(2) When so ordered by the court, all payments of
child or spousal support, alimony or alimony pendente
lite shall be made to the domestic relations section of
the court which issued the order.
(c) The failure to claim spou,al support, alimony,
alimony pendente lite or counsel fees and expenses
prior to the entry of a final decree of divorce or
annulment shall be deemed a waiver thereof unless the
court expressly provides otheIWise in its decree.. The
failure to claim child support shall not bar a separate
and subsequent action therefor.
(d) Upon entry of a decree in divorce, any existing
order for spousal support shall be deemed an order for
alimony pendente lite if any economic claims remain
pending.
Adopted June 27,19S0, effective July 1, 1980, Amended Jan.
28,1983, effective July 1, 1983; May 17,1991, effective July 1,
1991; Marcb 3D, 1994. effective July 1, 1994: Dec. 2, 1994,
Marcb 1, 1995; April 21, 1995, effective July 1, 1995; Aug. 17,
1995, imd. effective; May 31, 2000, effective July 1, 2000.
123 Pa.C.SA 9 3101 et seq,
hr~t,
~ filed
motes
'.lityof
action
ifically
on for
.)r for
:lations
Child
.y
Explanatory Comment-1983
Subdivision (a) as .originally promulgated required each
party to file a completed income and expense statement within
thirty days after service of the pleading or petition containing a
related claim for relief. That requirement.remains unchanged.
However, the rule is conformed to Support Rule 191O.1l(c) by
also requiring each party to fIle within the same thirty day
period a copy of his or her most recent income tax return and
the pay stubs fl?r the preceding six months.
New subdivision (a )(2) incorporates by reference Discovery
Rule 4019 governing sanctions. When there is a failure to file
the. documents required by subdivision (a )(1), the broad
spectrum of sanctions which is'available under Rule 4019(c)
will pennit the court to impose the sanctidn appropriate to the
facts of the case.
"
01 the
hild or
lite or
11 file a
return,
npleted
Id form
.equired
nake an
.nctions.
~ndente
an as a
, to the
1e order
appears
)leading,
awarded
and the
Explanatory Comment-Dec. 2, 1994
In its opinion in Mc~eown v. McKeown~ 612 A.2d 1060
(Pa.Super.1992), the court indicates that spousal support
cannot be converted automatically to alimony 'pendente lite.
However, in m,any cases there is a need for alimony pendente
lite after the decree is entered, just as there is for spousal
support before. Because of the recent change in Rule
1910.16-1, which states that the amount of alimony pendente
lite is determined according to the guidelines, there is little
difference between the two. AJthough the entitlement defense
continues to be available, if the dependent spouse is already
receiving spousal support, the amended rule permits automatic
conversation to alimony pendente lite upon entry of the
decree.
: issue of
tains that
IS section.
port, ali-
orced as
i5 often filed in the interest of preserving every possible claim
rather than because either party wishes to have that claim
heard. Where a support claim is not pursued fO,r months, or
even years, allowing retroactivity to the date of filing in
accordance with Rule 1910.17 can create massive and unjust
arrearages.
This amendment permits retroactivity only for the period of
time during which the support claim has been actively pursued.
Thus, if a demand for support hearing appears on the front of a
divorce pleading, support is avail.able retroactive to the date of
filing. However, where the demand does not appear on the
front of the divorce pleading, retroactivity will be allowed only
from the date upon which the hearing is eventually demanded.
Rule 1920.32. Joinder of Related Claims.
Custody. Hearing by Court
(a) Claims for custody of children shall be heard by
the court. The practice and procedure with respect to
these claim' shall follow the practice and procedure
governing custody.
(b) The failure to claim cusrody of minor children
prior to the entry of a final decree shall not bar
subsequent claims for custody.
Adopted June 27, 1980, effective July 1, 1980.
"
\-
11 . 19.0.33
RULES OF CML PROCEDURE
(I) 1 list of assets, which may e in chart form,
spcif) ing
(i) the marital assets, their val e, the date ~f the
valu,ttion, whether any portion 0 the value is non-
marital, and any liens or encu brances thereon,
and
(ii) the non-marital assets, the r value, the date
of the valuation, and any liens r encumbrances
thereon;
(2) the name and address of each expert whom the
party intends to call at trial as a witn SS. A report of
each expert witness listed shall be alt ched to the pre-
trial statement. The report shall escribe the wit-
ness's qualifications and experienc and state the
sub,tance of the facts and opinio s to which the
expert is expected to testify and a ummary of the
grounds for each opinion;
(3) the name, address and a short summary of the
testimony of each person, other t~an he party, whom
the party intends to call at trial as a witn~ss;
(4) a list 'of all of the exhibits hich the party
expects to offer in evidence, each containing an
identifying mark. Any exhibits that do not exceed
three pages shall be attached to the pre-trial state-
ment, and any exhibits which exceed t ee pages shall
be described;
(5) the party', gross income from sources, each
payroll deduction, and the party's net ncome, includ-
ing the party's most recent state and ederal income
tax returns and pay stubs;
(6) if the party intends to offer any estimony as to
his or her expenses, a current expen e statement in
the form required by the practice nd procedure
governing an action in support;
(7) the value of a pension or retir ment benefits,
the marital portion thereof, and the f cts and docu~
.mentation upon which the party relics to support the
valuation;
(8) if there is a claim for counsel fe s, the amount
of fees to be charged, the basis for the charge, and a
detailed itemization of the services Ten ered;
(9) where there is a dispute, the d scription and
value of any items of tangible personal property, the
method of evaluating each item, and the evidence,
including documentation, to qe offered in support of
the valuation;
(10) a list of marital debts including e amount of
each debt as of the date 01 separation the date on
which the debt was initially incurre , the initial
amount of the debt and its purpose, the amounts and
dates of payments made since the date f separation,
and the evidence that will be offered in upport I the
claim;
(11) a proposed resolution of the eco omic issues.
(c) If a party faifs to file either an nventory as
:J.uired by subdivision (a) or a pre-trial taternent as
juired by subdivision (b), the court m y make an
appropriate order under Rule 4019(c) governing sanc-
tions.
(d)(I) A party who fails to compiy with a require-
ment of subdivi,ion (b) of this rule shall, except upon
good cau,e shown, be barred from offering any testirilci:
oy or introducing any evidence in support of -?r in
opposition to claims for the matters not covered ther~in:.
(2) A party shall, except upon good cause shown,
be barred from offering any testimony or introducirig
any evidence that is. inconsistent with or which goes
beyond the fair scope of the information set forth in
the pre-trial statement. . .
(e) An order distributing. property under Section
3502 of the Divorce Code may be enforced as provided
by the rules governing actions for support and divorce,
and in the Divorce Code. .
Note: . See, inter aiw, Section 337}(b) of the Divorce Code
relating to enforcement- of the rights of any party under a
decree, Section 3505(a) relating to injunction against disposi-
tion' of property pending suit, and Section 3502(e) providing
remedies for failure to comply with an order of equitable
distribution or the terms of an agreement between the parties.
Adopted June 27, 1980, effective July"!, 1980. Amended Jan.
28, 1983, effective July 1, 1983. Rescinded May 17, 1991,
effective July 1, 1991. Adopt,ed May 17,1991, effective July I,
1991.
1 So in original.
Explanatory Comment-1994
23 Pa.C.S. ~ 3105(a) states that an agreement is enforceable
by any means available pursuant to the Divorce Code for
enforcement of an order, as though the agreement were an
order of court, except as otherwise provided in the agreement.
Thus, although Rule 1920.33 refers only to enforcement of
orders, it also applies to enforcement of agreements.
Rule 1920.34. Joinder of Parties
At any stage of an action, the court may order the
joinder of any additional person who could have joined
pr been joined in the action and may stay the proceed-
ings in whole or in part until such person has been
joined. The action may proceed although ,uch person
has not been made a party if jurisdiction over that
person cannot be obtained and that person is not an
indispensable party to the action.
Note: The joinder Of persons other than husband and wife
may be essential in claims for child custody where neither has
custody or custody is claimed by others, or where persons other
than the parties have an interest in property which is the
subject matter of a distribution.
The intetvention in an action by a person not a party is
governed by Rule 2326 et seq.
Adopted June 27, 1980, effective July 1, 1980. Amended
March 30, 1994, effective July 1, 1994.
Rules 1920.35 to 1920.40. Reserved
Rule 1920.41. No Default Judgment
No judgment may be entered by default or on the
pleadings.
Adopted June 27, 1980, effective July 1, 1980.
212
Rule 1920..
~ 3301(,
Code. N
Divorce
~ 3301(
(a) If a cor
on the grounc
(1) both '
~ 3301(c) of
prescrihed by
(2) either
~ 3301( d) of
prescribed b,
the other paI
the prothon<
Rule 1920.7:
which shall I
decree. No
(b) The ;
vorce Code
(1) ninet;
of the camp
(2) withi,
filed.
(c) An'
with leave (
(d)(I) E
entered by
of the Di,
request en
form pres'
delivered r
whom the
attorney 0
prior to thl
the reCor(
manner of
attached.
(2) 11 t
entered h;
by subdivi
counter-ai
Rule 192D
Nbte: 1
against wh
denied the
previously
(e) No
decree sr.
decree
(1) wh
the prott
form set
.
.
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAlID
Personally appeared before me, A Notary Public in and for the Commonwealth
and County aforesaid, the under-signed, being duly sworn according to law1
deposes and says tnat the facts set forth in tne foregoing Petition are true and
correct.
ff.:tf i(~j~
Sworn to and sub~ibed to
before me tnis L day /)
of --fj" Q't ' 20~
CiY-W 1/ {JZ~
Notary Public
~..
~A MORIlClW. Nelwip NiiIi
CiwII&Ie Bcwo, Olm~~ ~
~~. ......... ~ June 28. 2M1l
".
.,..,.::,..:
. ...".)<
- '.~- e_" - -, ,~,"1,-_"'IT. "F'?2\;h~',_- _'__, ~__A',,_
." r.'-""!
"~ - -. - 1 -
T ; ~, --, - .^ ...- -
"_'_' r,
JEFFREY S. KOLODZI,
Plaintiff
:IN THE COURT OF COMMON PLEAS OF
:CUMBERLAND COUNTY, PENNSYLVANIA
v.
:CIVIL ACTION - LAW
:IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
~ # Oh~2a13 CIVIL
TERM
INVENTORY AND APPRAISEMENT
OF
JEFFREY S. KOLODZI
JEFFREY S. KOLODZI files the following Inventory and Appraisement of
all property owned or possessed by either party at the time this action was
commenced and all property transferred within the preceding three years.
JEFFREY S. KOLODZI verifies that the statements made in this Inventory and
Appraisement are true and correct. JEFFREY S. KOLODZI understands that
false statements herein are made subject to the penalties of 18 Pa. e.s.
~4904 relating to unsworn falsification to authorities.
Date:
\ \ It., \ 01.
~~
J REY S. KOLODZI
'1W~~,
17"
.,
-
C,...~O
ITEM VALUE AT VALUE AT IN WIFE'S IN KUSElAND' S
DATE OF PRESEt-."T FOSSESSION POSSESSION
SEl?ARATION
Marita l Procertv
571 liP" STREET, CARLISLE 12800.00 12800.00 12800.00
$104,800 - 92,000 ~ $12800.00
CHEV. CORVETTE 4,000.00 4000.00 4000.00
FORD TRUCK F1S0 ::'0,000.00 10000.00 100CO.00
CHEVY CORSICA 2000.00 2000.00 2000.00
KAWASAKI MORTOR~YCLE 2000.00 2000.00 :2000.00
PSECU CD 1/1/01 5/31/01 wife cashed in
8167.44 4015.98 and took
4315.0.2
PSECU Checking 1/1/01 5/31/01
1380.80 1464.08
Wife waypoint 0100111730 3/23/01 2555.40
2556 ."
PSECU SAVINGS l/n/Ol 5/31/01
4790 .27 1337.2'1
H'S RETIREMENT AS OF 12/31/01 25862.76 12931.38 12931.38
25862.76
deferred camp. 184Sa 18458.00 18458
GUNS 1000.00 lOOO.OO 1000.00
Personal Property 4168.00 4.168.00 3178.00 990.00
Antique Table 400.00 t.00.00 400.00
TOTAL Marital Property 95,027.27 90,062.46 46,180.80 41,379.38
Non-marital Procertv. IJifels
TOTAL IJife1s Secarate Procertv
SUMMARY OF PRESENT VALUES
from Husband's/Wife's Inventorv & ADDraisal
JEFF KOLODZI
January 14, 2002
ITEM VALUE AT VALUE AT IN WIFE'S IN HUSBAND'S
DATE OF PRESENT POSSESSION POSSESSION
SEPA!~ATI0N
Non-Marital Prooertv. Husband's
Ford Escort
Guns n35.00 1135.00 710.00 425.00
TOTAL Husband1s Seoarate prooerty 1135.00 1135.00 710.00 425.00
GRAND TOTAL Marital & Non-Marital 94,162.27 91,197.46 46,890.80 41,804.38
Prooertv
Prooertv Transferred
TOTAL 264 236.68
L iabi l ities RESPONSIBLE PARTY
WIFE HUSBAND
MORTGAGE 92,000.00
TOTAL Liabilities 0.00
JEFF KOLODZI
January 14, 2002
ASSETS OF PARTIES
( ) Plaintiff
) Defendant marks on the list below those items applicable to the case at
bar and itemi~es the assets on the following pages. If an item has been appraised, a copy
of the appraisal report is attached.
(x 1. Real Property
(x 2. Motor Vehicles
claim/award
( ) 3. Stocks, Bonds I
( )
( x) 4. Certificates of Deposit
x
5. Checking Account, Cash
(x
6. savings Accounts, Market I
Savings Certificates Accounts
( )
7. Concents of Safe Deposit
Box
8. Tru@ts
9. Life Insurance policies
(indicate face value, cash
surrender value and current
beneficiaries)
( )
10. Annuities
() 11. Gifcs
() 12. Inheritances
() 13. Patents, Copyrights,
Inventions, Royalties distribut-
ion of Eluch
() 14. Personal Property Outside
the home
() 15. Businesses (list all owners)
JEFF KOLODZI
";-1,"
...
'1
16. Employment termination
severance pay, workman's compensation
17. Profit Sharing Plans
securities, and options
x( 18. Pension Plans (indicate
employee contribution and date plan vests)
{19. Retirement plans, Individual Retirement
Certificates
and
(20. Disability payments
21. Litigation claims (matured and unmatured)
22. Military/V. A. benefits
(23. Education benefits
x( 24. Debts due, including
loans, mortgages held
x( 25. Household furnishings and personality
(include as a total category and attach itemized
list if assets are in dispute)
( 26. Other
January 14, 2002
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I, Jeffrey S. Kolodzi, by and through his attorney, Ruby D. Weeks, Esquire,
herewith files his Income and Expense Statement.
I verify that the statements made in this Statement 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
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INCOME AND EXPENSE STATEMENT OF
JEFFREY S. KOLODZI
PACSES NUMBER 058103025
DR#00109 S 2001 DATE 1/14/02
THIS STATEMENT MUST BE FILLED OUT
======~==========================
(If you are self-employed or if you are salaried by a business of which you are in whole or in part,
you must also fill out the Suoolemental Income Statement which appears on the last page of this
Income and Exoense Statement.)
INCOME
(A) Wages/Salary
Employer & Address PA State Police, 1538 Commerce Avenue, Carlisle, PA
17013
Job Title/Description Trooper
Pay Period (Weekly, Bi-weekly, Monthly) Bi-Weeklv
Gross Pay Per Pay Period. . . .$ 2108.80
Payroll Deductions:
Federal Withholding $ 225.20
Social Security. 30.58
Local Wage Tax 21.09
State Income Tax 59.05
Retirement 105.44
Health Insurance
Other (specify)
Union Dues 10.54
NET PAY PER PAY PERIOD. . .
$
1656.90
(B) Other Income
Interest/Dividends
Pension/Annuity
Social Security
RentS/Royalties
Expense Account
Gifts
Unemployment Compensation
$
TOTAL, OTHER INCOME . . .
$
NA
I verify that the statements made in this Income and Expense Statement are
true and correct. r understand that false statements herein are made subject to
the penalties of 18 Pa. Cons. Stat. ~ 4904 relating to unsworn ication to
authorities.
DATE:
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Expenses Parent Monthly Child Monthly TOTAL MONTHLY
Home $ 400.00 $
Mortgage/Rent
Maintenance
utilities (Telephone, 160.00
Heating, Electric, etc.
Employment (Transportation,
Lunches) 100.00
Taxes
Real Estate
personal Property
Income 640.00
Insurance
H<;>meowners
Automobile 100.00
Life/Accident/Health
Other
Automobile
payments, Fuel, Repairs 175.00
Medical
Doctor, Dentist, Orthodontist
Hospital
special (Glasses, Braces,
etc, )
Education
private, Parochial School
Pereonal
Clothing
Food 400.00
Other (Household Supplies, 100.00
Ba.rber, etc)
Credit Payments & Loans
Miscellaneous
Household Help/Child Care
Entertainment (Papers, Books,
Vaca.tion, Pay TV, etc. ) 100.00
Gifts/Charitable
contributions
Legal Fees
Other Child Support/Alimony
Payments 950.00
Other (Specify)
TOTAL EXPENSES $ 3125.00 $ $
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PROPER'1'Y OWNED
DESCRIPTION
VALUE
OWNERSHIP
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Checking Accounts
\. . . . . . . . .
Savings Accounts
$
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Credit Union
Stocks/Bonds
Rea.l Estate
Ot11er
TOTAL PROPERTY
$
0.00
H
COVERAGE
W C
INSURANCE
COMPANY
POLICY NO.
Ho@pital .
Medical
Hea.lth/Accident
Di@ability Income
Other (Dental, etc.)
(*H-Husband, W-Wife, J-Joint, C-Child)
SUPPLEMENTAL INCOME STATEMENT
A. This form must be filled out by a person who (check one) :
(I) operates a business or practices a profession; or
(2) is a member of a partnership or joint venture; or
(3) is a shareholder in and is salaried by a closed corporation or
similar entity.
B. Attach to this statement a copy of the following documents relating to the business,
profession I partnership, joint venture, corporation or similar entity.
(1) the most recent Federal Income Tax Return, and
(2) the most recent Profit and Loss Statement.
c. Name and address of business:
Telephone Number
D. Name and address (if different than C) of accountant, controller or other person in
ch3rge of financial records:
E.
(1) Annual income from business .
(2) How often is income received?
(3) Gross income per pay period
(4) Net income per pay period
(5) Specific deductions if any .
$
$
$
$
$
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vs.
NO. 01 - 2213 CIVIL
PATRICIA A. KOLODZI,
Defendant IN DIVORCE
THE MASTER: Today is Tuesday, July 9, 2002.
This is the date set for a hearing on the grounds for divorce
of indignities to the person.
The grounds were raised in the
complaint filed on April 16, 2001, by the husband. In
addition, he has raised grounds for divorce of irretrievable
breakdown of the marriage and the economic claim of equitable
distribution.
No other claims have been filed in this action
at this time.
The parties were married on June 17, 1988,
and separated December 25, 2000. Consequently, the parties
will have been separated for a period of two years on December
25, 2002.
Husband is going to file an affidavit under
Section 3301(d) of the Domestic Relations Code averring the
two year separation on or after December 25, 2002.
Consequently, there will be no need to have a hearing on any
fault grounds for divorce.
In the meantime, we are going to proceed with
a review of the economic claim that has been raised of
equitable distribution and in addition Mr. O'Brien is going to
file a claim on behalf of the wife for alimony.
When the alimony claim is pending before the
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Master, the issue will then be ripe for reviewing the factors
relating to alimony, and in particular, as it applies to this
case and as has been discussed with counsel, the factor of
marital misconduct. The Master has heard both counsel give a
very abbreviated version of the type of conduct that will be
testified to by the parties. Either party is entitled,
therefore, to present testimony on the factor of marital
misconduct and we will schedule a hearing for that testimony
upon the claim of alimony being raised by wife.
The Master has spoken to Mr. O'Brien about
filing a pretrial statement and income and expense statement
and he indicated that he should be able to do that within the
next ten (10) days.
(A discussion was held off the record.)
THE MASTER: After discussion with counsel we
have decided to schedule a hearing for the purpose of taking
testimony on the marital misconduct factor on Wednesday,
september 25, 2002, at 9:00 a.m. Counsel have indicated that
they will have a total of six witnesses (that number could
change) but in any event, we expect that the hearing will take
most of the day on the 25th of September.
Upon receipt by the Master of wife's income
and expense statement and pretrial statement, the Master will
schedule a pre-hearing conference sometime before the marital
misconduct hearing in order to have an opportunity to review
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the marital estate which is subject to distribution and to
review the incomes of the parties which will be certainly a
major element in determining an alimony award.
After the marital misconduct hearing on
wednesday, September 25, 2002, the Master will schedule a
hearing sometime in January to take the testimony on the other
factors relating to alimony and the factors relating to
equitable distribution.
with respect to the witnesses that are
anticipated to be called at the September 25 hearing, counsel
should exchange a witness list a month prior to the hearing so
that each counsel is apprised of who will be testifying on the
factor of marital misconduct.
Counsel have agreed, with the parties'
assent, that husband will be allowed to go to the residence
where wife is residing at 571 F Street, Carlisle,
pennsylvania, to retrieve certain items of personal property,
namely, his gym equipment, his collection of State Police
items, and his collection of Matchbox cars. The pick up of
the property will occur today at 6:00 p.m.
The address of husband is 25 South pitt
Street, Apartment 4, Carlisle, Pennsylvania; wife's address is
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571 F Street, Carlisle, Pennsylvania.
cc: Ruby D. Weeks
Attorney for Plaintiff
Robert L. O'Brien
Attorney for Defendant
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RECEIVED JMI 28 2002
"
JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 2213 CIVIL
PATRICIA A. KOLODZI,
Defendant
IN DIVORCE
TO: Rudy D. Weeks
Attorney for Plaintiff
patricia A. Kolodzi
Defendant
DATE: Wednesday, January 23, 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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COUNSEL FO PLAINTIFF ()()
COUNSEL FOR DEFENDANT ( )
NOTE:
PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE
FILING OF PRETRIAL STATEMENTS UNTIL COUNSEL HAVE
CERTIFIED THAT DISCOVERY IS COMPLETE, OR OTHERWISE
AT THE MASTER'S DISCRETION.
AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL
OR A PARTY TO THE ACTION, IF NOT REPRESENTED BY
COUNSEL, INDICATING THAT DISCOVERY IS NOT
COMPLETE, THE DIRECTIVE FOR FILING OF PRETRIAL
STATEMENTS WILL BE ISSUED AT THE MASTER'S
DISCRETION. HOWEVER, IF BOTH COUNSEL, OR A
PARTY NOT REPRESENTED, CERTIFY THAT DISCOVERY
IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED
TO THE MASTER'S OFFICE WITHIN TWO (2) WEEKS OF
THE DATE SHOWN ON THE DOCUMENT.
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PROPERTY SETTLEMENT AGREEMENT
THIS AGREEMENT, dated the.;(G day of NOVe rn Mr
,20Q;;!.., by and
between Jeffrey S. Kolodzi, residing at 25 South Pitt Street, Apartment 4,
Carlisle, Cumberland County, Pennsylvania, 17013, Social Security Number 165-62-
1202, hereinafter called the "Husband", and Patricia A. Kolodzi , residing at 571
F Street, Carlisle, Cumberland County , Pennsylvania, 17013, Social Security
Number 169-60-3159, hereinafter called the "Wife", who agree as follows:
WIT N E SSE T H :
WHEREAS, the parties are Husband and Wife, having been married on June 17,
1988, in Cumberland County, Pennsylvania. The parties separated December 26,
2000.
WHEREAS, there have been issue of the marriage, to wit: Megan A. Kolodzi,
born 1/16/94 hereinafter referred to as the Child.
WHEREAS, diverse unhappy, and irreconcilable differences, disputes, and
difficulties have arisen between the parties, and it is the intention of Wife and
Husband to live separate and apart for the rest 'of their natural lives, and the
parties here.to are desirous of settling fully and finally their respective
financial and property rights and obligations as between each other including,
without limitation by specification: the settling of all matters between them
relating to the ownership' and equitable distribution of real and personal
property; the settling of all matters between them relating to the past, present
and future support, alimony and/or maintenance of Wife by Husband or of Husband
by Wife; the settling of all matters between them relating to the past, present
and future support and or maintenance of the Child, the implementation of
custody/visitation arrangements for the minor Child if more than one child of the
parties; and in general, the settling of any and all claims and possible claims
by one against the other or against their respective estates.
NOW THEREFORE, in consideration of the promises and of the mutual
promises, covenants and undertakings hereinafter set forth and for other good and
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valuable consideration, receipt of which is hereby acknowledged by"each of the
parties hereto, Wife and Husband, each intending to be legally bound hereby,
covenant and agree as follows:
1. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS
This Agreement shall not be considered to affect or bar the right of Wife
or Husband to a limited or absolute divorce on lawful grounds if such grounds
now exist or shall hereafter exist or to such defense as may be available to
either party. This Agreement is not intended to condone and shall not be deemed
to be a condonation on the part of either party hereto of any act or acts on the
part of the other party which have occasioned the disputes or unhappy differences
which have occurred prior to or which may occur subsequent to the date hereof.
The parties intend to secure a mutual consent, no-fault divorce pursuant to the
terms of Section 3301@ of the Divorce Code of 1980 as amended by Act No. 1990,
206 effective 3-19-91.
2. EFFECT OF DECREE. NO MERGER
It is specifically understood and agreed that the provisions of this
Agreement relating to the equitable distribution of property of the parties are
accepted by each party as a final settlement for all purposes whatsoever.
Should either of the parties obtain a decree, judgment, or order of separation
or divorce in any other state, country, or jurisdiction, each of the parties to
this Agreement hereby consents and agrees that this Agreement and all of its
covenants shall not be affected in any way by any such separation or divorce; and
that nothing in any such decree, judgment, order, or further modification or
revision thereof shall alter, amend or vary any term of this Agreement, whether
or not either or both of the parties should remarry, it being understood by and
between the parties that this Agreement shall survive and shall not be merged
into any decree, judgment, or order of divorce or separation.
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It is further understood that Pennsylvania law provides that "a provision
of an Agreement regarding child support, visitation or custody shall be subject
to modification by the Court upon a showing of changed circumstances".
It is specifically agreed, however, that a copy of this Agreement may be
incorporated, by reference I into divorce judgment or decree. This incorporation,
however, shall not be regarded as a merger, it being the intent of the parties
to permit this Agreement to survive any such judgment, unless otherwise
specifically provided herein, and for this Agreement to continue in full force
and effect after such time as a final decree in divorce may be entered with
respect to the parties. The parties agree that the terms of this Agreement may
be incorporated into any divorce decree which may be entered with respect to them
for purposes of enforcement only of any provisions therein, -but shall survive
such decree.
That is, 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. Except with regard to child support and child
custody, no court may change the terms of this agreement, and it shall be binding
and conclusive upon the parties. 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 both parties expressly stating that this
agreement has been revoked or modified.
3. DISTRIBUTION DATE
The transfer of property, funds and/or documents provided for herein shall
take place simultaneously with the execution of this Agreement,
4. ADVICE OF COUNSEL
The provisions of this Agreement and their legal effect have been fully
explained to the parties by their respective counsel, Ruby D. Weeks, Esquire, for
Husband, and Robert 0' Brien, Esquire for Wife. The parties acknowledge that they
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have received independent legal advice from counsel of their selection and that
they fully understand the facts and have been fully informed as to their legal
rights and obligations and they acknowledge and accept that this Agreement is,
in the circumstances, fair and equitable and that it is being entered into freely
and voluntarily, after having received such advice and with such knowledge and
that execution of this ~greement is not the result of any duress or undue
influence and that it is not the result of any collusion or improper or illegal
agreement or agreements.
5. FINANCIAL DISCLOSURE
The parties confirm that each has relied on the substantial accuracy of the
financial disclosure of the other as an inducement to the execution of this
Agreement.
6. WARRANTY OF DISCLOSURE
The parties warrant and represent that they have made a full disclosure of
all assets and their valuation prior to the execution of this Agreement. This
disclosure was in the ,form of an information exchange of information by the
parties' attorneys and this Agreement between the parties is based upon this
disclosure.
7. OBTAINING INFORMATION ON FINANCES
Each party acknowledges that they have been informed they may have the
right, as provided by statute and Pennsylvania Rules of Civil Procedure, to
obtain information regarding the parties' finances. Such information would
include, without limitation, their present and past income; and the identity and
value of assets both presently owned and transferred previously. Such
information may be obtained by one or more of several methods including
depositions upon oral examination, written interrogatories, production of
documents or entry upon property for inspection. The parties agree to waive any
further discovery.
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8. PERSONA~ RIGHTS
Wife and Husband may and shall, at all times hereafter, live separate and
apart. They shall be free from any control, restraint, interference or
authority, direct or indirect, by the other in all respects as fully as if they
were unmarried. They may reside at such place or places as they may select.
Each may, for his or her separate use or benefit, conduct, carryon and engage
in any business, occupation, profession or employment which to him or her may
seem advisable. However, each party shall make best efforts to maintain
employment with comparable benefits and salary as they now hold or for which they
are in training.
9. NO MOLESTATION
Husband and Wife shall not molest or interfere with each other, nor shall
either of them attempt to compel the other to cohabit or dwell with her or him,
by any means whatsoever. Neither party shall harass or be verbally or
physically abusive to the other.
10. MUTUAL RELEASES
Husband and Wife each do hereby mutually remise, release, quitclaim. and
forever discharge the other and the estate of such other, for all time to come,
and for all purposes whatsoever, of and from any and all rights, title and
interest, or claims in or against the property (including income and gain from
property hereafter accruing) .of the other or against the estate of such other,
of whatever nature and wheresoever situate, which he or she now has or at any
time hereafter may have against such other, the estate of such other or any part
thereof, whether arising out of any former acts, contracts, engagements or
liabilities of such other or by way of dower or curtesy, or claims in the nature
of dower or curtesy or widow's or widower's rights, family exemption or similar
allowance, or under the intestate laws, or the right to take against the spouse's
Will; or the right to treat a lifetime conveyance by the other as testamentary,
or all other rights of a surviving spouse to participate in a deceased spouse's
estate, whether arising under the laws of (a) Pennsylvania, (b) any State,
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Commonwealth or territory of the United States, or @ any other country, or any
rights which either party may have or at any time hereafter have for past,
present or futu:ce support or maintenance, alimony, alimony pendente lite, counsel
fees, equitable distributionr costs or expenses, whether arising as a result of
the marital relation or otherwise, except, and only except, all rights and
agreements and obligations of whatsoever nature arising or which may arise under
this Agreement or for the breach of any thereof. It is the intention of Husband
and Wife to give to each other by the execution of this Agreement a full,
complete arid general release with respect to any and all property of any kind or
nature, real, personal or mixed, which the other now owns or may hereafter
acquire, except and only except all rights and agreements and obligations of
whatsoever nature arising or which may arise under this Agreement or for the
breach of any thereof.
11. EOUITABLE DISTRIBUTION OF PROPERTY
It is specifically understood and agreed that this Agreement constitutes
an equitable dis.tribution of property, both real and personal, which was legally
and beneficially acquired by Husband and Wife or either of them during the
marriage, as contemplated by The Act of April 2, 1980 (P.L. 63, No. 26) known
as "The Divorce Code," 23 P.S. 3101 et. . seq. of the Commonwealth of
Pennsylvania.
And further, that the parties have attempted to divide their marital
property in a manner which conforms to the criteria set forth in 3502 of the
Pennsylvania Divorce Code, and taking into account the following considerations:
the length of the marriage, the prior marriages of the parties; the age, health,
station, amount and sources of income, vocational skills, employability, estate,
liabilities and needs of each of the parties; the contribution of one party to
the education, training, or increased earning power of the other party; the
opportunity of each party for future acquisition of capital assets and income;
the sources of income of both parties, including but not limited to medical,
retirement I insurance or other benefits; the contribution or dissipation of each
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party in the acquisition, preservation, depreciation, or appreciation of marital
property, including the contribution of a party as a homemaker; the value of the
property set apart to each party; the standard of living of the parties
established during the marriage; and the economic circumstances of each party at
the time the division of property is to become effective. By this agreement wife
is receiving 85% of the marital property; the Husband 15%.
12. DISTRIBUTION OF PROPERTY:
GENERAL:
(1) Husband hereby waives all interest in Wife's property including
but not limited to all accounts, certificates of deposit and securities.
(2) Wife hereby waives all interest in Husband's property
including but not limited to all accounts, certificates of deposit, and
securities.
(3) Husband and Wife agree that Husband shall pay all costs,
including attorney fees, of transferring any property necessary to be
titled from joint ownership to that of either party.
Motor Vehicles:
With respect to the motor vehicles owned by one or both of the
parties, they agree as follows:
(a) The 1976 Chevy Corvette titled jointly, shall become and remain
the sole and exclusive property of the Husband. There is no debt on this
vehicle.
(b) The 1992 Chevy Corsica, titled to Husband, shall become and
remain the sole and exclusive property of the Husband. There is no loan
on this vehicle.
@ The Kawasaki Motorcycle, titled jointly, shall become and remain
the sole and exclusive property of the Husband. There is no loan on this
vehicle.
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(d) The 1992 F150 Ford Truck , titled jointly, shall become and
remain the sole and exclusive property of the Wife. There is no loan on
this vehicle.
(4) The parties have previously deeded the marital residence located
at 571 rrFII Street, Carlisle, Cumberland County, Pennsylvania, to the wife,
who has refinanced the mortgage in her sole name.
The equity in this
residence is $17,336.00.
(5) The wife shall also receive the PESCU CD valued at $8214.00 as
of January 31, 2001 with interest thereon; the PESCU checking account,
$1380.00, as well as personal property presently in her. possession
totaling $1885.00 in value, including an antique table.
(6) Husband shall receive the personal property in his possession
totaling $1998.00 including a camcorder and his collections of guns and
state police cars and other memorabilia.
13. FILING INVENTORIES AND APPRAISEMENT
The parties further acknowledge their understanding that they each have
filed Inventories and Appraisement with the Court and that this matter is
presently before the Master. Such Inventories and Appraisement require a party
to indicate, under oath, information regarding all marital property in which
either party has an interest as of the date the action was commenced. Fully
knowing the same, each party nonetheless waives their respective rights to
request additional discovery be conducted, to file Inventories and Appraisement
with the Court, or to require the other part~ to do SQ.
14. AFTER-ACOUIRED PERSONAL PROPERTY
Each of the parties shall hereafter own and enjoy, independently of any
claim or right of the other, all items of personal property, tangible and
intangible, subsequently acquired by the other party.
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15. SUBSEQUENT PERSONAL DEBTS:
Husband and Wife agree from time of the signing of this Agreement that each
party shall be responsible for.their own debts and hold each other harmless from
same.
16. FUTURE DEBTS:
Husband and Wife hereby mutually agree that subsequent to the execution of
this Agreement neither party shall incur any debts which will obligate the other
to make payment for same. Husband and Wife hereby acknowledge that there are no
outstanding bills or other indebtedness which have been incurred by either for
the liability of the other, and both parties hereby covenant and agree that
neither shall have any financial obligation to pay any financial obligations
which are solely the financial obligation of the other and which have been
contracted by either party solely for their own benefit and without the knowledge
or consent of the other party. Husband and Wife further agree that they will
indemnify the other from any and all claims or demands made against the other by
reason of any debts or obligations contracted in violation of this Agreement.
17. WARRANTY AS TO EXISTING OBLIGATIONS:
Each party represents that they have not heretofore incurred or contracted
for any debt or liability or obligation for which the estate of the other party
may be responsible or liable except as may be provided for in this Agreement.
Each party agrees to indemnify or hold the other party harmless from and against
any and all such debts, liabilities or obligations of every kind which may have
heretofore been incurred by them, including those for necessities, except for
the obligations arising out of this Agreement.
18. WARRANTY AS TO FUTURE OBLIGATIONS:
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Wife and Husband each covenant, -warrant, represent and agree that each will
now and at all times hereafter save harmless and keep the other indemnified from
all debts, charges and liabilities incurred by the other after the execution
date of this Agreement, except as may be otherwise specifically provided for by
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tne terms OI tnls Agreement and that neither of them shall hereafter incur any
. liability whatsoever for which the estate of the other may be liable.
19. PAYMENT OF SPECIFIED OBLIGATIONS:
There are no outstanding marital debts.
20. ASSUMPTION OF LIABILITIES.
This provision sets forth the method for the payment and assumption of the
debts and liabilities of the parties. since the assumption is not binding on the
creditor, the party assuming the debt agrees to indemnify the other party in the
event the creditor seeks to hold such other party liable. should the parties
wish to bind the creditor and relieve the original debts from all liability, a
novation should be executed.
21. WAIVER OF SPOUSAL SUPPORT, ALIMONY PENDENTE LITE, AND ALIMONY
The parties herein acknowledge that by this Agreement they have each
respectively secured and maintained a substantial and adequate fund with which
to provide themselves sufficient financial resources to provide for their
comfort, maintenance and support, in the station of life in which they are
accustomed. Wife and Husband do hereby waive, release and give up any rights
they may respectively have against the other for alimony, alimony pendente lite,
support or maintenance. It shall be from the date of this Agreement the sole
responsibility of each of the respective parties to sustain themselves wit40ut
seeking any support from the other party.
22. RETIREMENT FUNDS
A. The Husband, who has been employed by The Pennsylvania State Police,
Carlisle, Pennsylvania, has accumulated benefits in his retirement account. It
is. agreed by the parties that the Wife shall receive via a QDRO $26,129"00 of
Husband's retirement benefits.
B. It is also agreed that the deferred compensation account Husband has
with his employer shall also be divided by QDRO so that the Wife shall receive
$18,191.00 from that account
C. The Wife, who is not employed does not have any retirement benefits.
D. The wife shall solely bear any tax consequences resulting from her
actions with regard to Paragraph.A&B above upon transfer of these amounts by
Qualified Domestic Relations Order to her.
E. The parties agree to' sign the necessary Domestic Relations Stipulations
in order to effectuate these transfer of funds.
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23. LIFE INSURANCE
The parties warrant and represent that they shall name the Child as
irrevocable beneficiaries for as long as they have a duty of support, on any
policies of insurance on their lives now or in the future. Each party warrants
that they have not made and will .not make any loans or assignments under such
policies, and will not cancel or surrender such policies. Upon the other's
request, either party shall execute any document necessary to effect a conversion
or select an option under any such policy. Both parties agree to make payment
of premiums on the policies on their individual lives so as to continue said
coverage as long as each Child is owed a duty of support.
24. DIVORCE
Husband and Wife agree that Husband has filed a complaint in divorce
seeking a divorce on the basis of mutual consent. Husband and Wife both agree
that both parties will execute the required Affidavits of Consent to be filed
with the Court to allow the Court to grant a divorce on the basis of mutual
consent. Each party agrees to pay their own counsel fees, costs, and expenses
incident to obtaining the aforesaid divorce.
AND the parties hereto state and agree that this Agreement shall not in any
way be construed as a collusive agreement.
25. ATTORNEY FEES, COSTS & EXPENSES
The parties agree to waive receipt of and to be responsible for their own
attorney fees, costs and expenses in connection with the negotiation and
preparation of this Agreement and the granting of a divorce decree.
26. BREACH OF AGREEMENT
If either party fails in the due performance of obligations under this
Agreement at their election, the non-breaching party shall have the right to sue
for damages for breach of this Agreement or to rescind same and seek such legal
remedies as may be available to them. The breaching party will be responsible
for actual legal fees and costs incurred by the non-breaching party necessary to
the enforcement of this Agreement.
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27. LAW OF PENNSYLVANIA APPLICABLE
This Agreement shall be construed in accordance with the laws of the
Commonwealth of Pennsylvania which are in effect as of the date of execution of
this Agreement.
28. AGREEMENT BINDING ON HEIRS
This Agreement shall be binding and shall inure to the benefit of the
parties hereto and their respective heirs, executors, administrators" successors
and assigns.
29. SEVERABILITY
If any term, condition, clause or provision of this Agreement shall be
determined or declared to be void or invalid in law or otherwise, then only that
term, condition, clause or provision shall be stricken from this Agreement and
in all other respects this Agreement shall be valid and continue in full force,
effect and, operation. Likewise, the failure of any party to meet her or his
obligations under anyone or more of the paragraphs herein, with the exception
of the satisfaction of the conditions precedent, shall in no way avoid or alter
the remaining obligations of the parties.
30. INTEGRATION
This Agreement constitutes the entire understanding of the parties and
supersedes any and all prior agreements and negotiations between them. There are
no representations or warranties other than those expressly set forth herein.
31. ,NO WAIVER OF DEFAULT
This Agreement shall remain in full force and effect unless and until
terminated under and pursuant to the terms of this Agreement. The failure of
either party to insist upon strict performance of any of the provisions of this
Agreement shall in no way affect the right of such party hereafter to enforce
the same, nor shall the waiver of any breach of any provision hereof be
construed as a waiver of any subsequent default of the same or similar naturel
nor shall it be construed as a waiver of any subsequent default of the same or
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similar nature, nor shall it be construed as a waiver of strict performance ,of
any other obligations herein.
32. WAIVER OR MODIFICATION TO BE IN WRITING
No modification or waiver of any of the terms hereof shall be valid unless
in writing and signed by both parties and no waiver of any breach hereof or
default hereunder shall be deemed a waiver of any subsequent default of the same
or similar nature.
33. SUBSEQUENT DIVORCE
It is contemplated that Husband will proceed with a Complaint in Divorce
against Wife in the near future. Husband and Wife each agree to sign an
Affidavit of Consent and an Affidavit waiving counseling to be filed in said
divorce action. In the event such divorce action is concluded, Wife shall be
entitled to receive a copy of the Decree in Divorce for the normal fee charged
by the Prothonotary and shall not be assessed any costs of the proceeding, except
as previously agreed to herein in Paragraph 25. In the event such divorce action
is concluded, the parties shall be bound by all the terms of this Agreement,
which shall not be incorporated by reference into the Divorce Decree, and this
Agreement shall not be merged in such Decree, but shall in all respects survive
the same and be forever binding and conclusive upon the parties.
34. MUTUAL COOPERATION
Each party shall, at any time and from time to time hereafter, take any and
all steps and execute, acknowledge and deliver to the other party any and all
further instruments and/or documents. that the other party may reasonably require
for the purpose of giving full force and effect to the provisions of this
Agreement.
35. AGREEMENT BINDING ON HEIRS
This Agreement shall be binding and shall inure to the benefit of the
parties hereto and their respective heirs, executors, administrators, successors
and assigns.
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36. OTHER DOCUMENTATION
Wife and Husband covenant and agree that they will forthwith (and within
at least ten (10) days after demand therefore) execute any and all written
instruments, assignments, releases, satisfactions, deeds, notes, or such other
writings as may be necessary or desirable for the proper effectuation of this
Agreement, and as their respective counsel shall mutually agree should be so
executed in order to carry out fully and effectively the terms of this Agreement.
37. INTERDEPENDENCY
The parties agree that the separate obligations contained in this agreement
shall be deemed to be interdependent. If any terms, conditions, clause or
provision of this agreement shall be determined by a court of competent
jurisdiction to be invalid or unenforceable, then the parties agree that the
agreement may be reviewed and renegotiated in order to fulfill as closely as
possible the purpose of the invalid provision. Notwithstanding any releases
contained herein, the parties intend that they may reinstate previously pleaded
economic claims to the extent permitted by the Divorce Code.
38. BANKRUPTCY
In the event that either party becomes a debtor in any bankruptcy or
financial reorganization proceedings of any kind while any obligations remain to
be performed by that party for the benefit of the other party pursuant to the
provisions of this Agreement, the debtor spouse hereby waives, releases and
relinquishes any right to claim any exemption (whether granted under state or
federal law) to any property remaining in the debtor as a defense to any claim
made pursuant hereto by the creditor-spouse, and the debtor-spouse hereby
assigns, transfers, and conveys to the-creditor-spouse an interest in all of the
debtor's exempt property sufficient to meet all obligations to the creditor-
spouse as set forth herein, including all attorneys' fees and costs incurred in
the enforcement of this Paragraph or any other provision of this Agreement.
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No obligation created by this Agreement shall be discharged or
dischargeable, regardless of federal or state law to the contrary, and each party
waives any and all right to assert that any obligation hereunder is discharged
or dischargeable.
39. HEADINGS NOT PART OF AGREEMENT
Any headings preceding the text of the seveJ;'al paragraphs and subparagraphs
hereof are inserted solely for convenience of reference and shall not constitute
a part of this Agreement nor shall they affect its meaning, construction or
effect.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the
day and year first above written.
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COnMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On this, the :J/o7A day of /\!ov""m her ,200;;:!, before me, a Notary
Public, the undersigned officer, personally appeared Jeffrey S. Kolodzi, known
to me to be the person whose name is subscribed to the within Property Settlement
Agreement, and acknowledged that he executed the same for the purposes therein
colltained
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COUNTY OF CUMBERLAND
On this, the ____ day of
I 19____1 before me, a Notary
Public, the undersigned officer, personally appeared Patricia A. Kolodzi, known
to me to be the person whose name is subscribed to the within Property Settlement
Agreement, and acknowledged that she executed the same for the purposes therein
contained.
Notary Public
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JEFFREY S. KOLODZI,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
PATRICIA A. KOLODZI,
Defendant
NO. 01-2213
IN DIVORCE
CIVIL DIVISION
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PETITION FOR THE PAYMENT OF
ALIMONY AND ATTORNEY'S FEES
SUBSEQUENT TO THE DIVORCE ACTION
1. Petitioner is Patricia A. Kolodzi, the Defendant in the above-captioned
divorce action.
2. Respondent is Jeffrey S. Kolodzi, the Plaintiff in the above-captioned
divorce action.
3. Respondent filed the divorce action on or about April 6, 2001.
4. This divorce has been referred to the Cumberland County Divorce Master
for disposition.
5. Petitioner requests that a claim for permanent alimony and attorney's fees
be considered by the court in conjunction with the granting of the divorce action.
WHEREFORE, Petitioner respectfully requests that claims in reference to
alimony and attorney's fees be considered in conjunction with the granting of divorce in
this action.
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Respectfully submitted,
O'BRIEN, BARIC & SCHERER
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By:~
Robert L. O'Brien, Esquire
Attorney for Petitioner
I.D. # 28351
17 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
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VERIFICATION
I verify that the statements made in the foregoing Petition for the Payment of
Alimony and Attorney's Fees Subsequent to the Divorce Action are true and correct.
understand that false statements made herein are made subject to the penalties of 18
Pa. C.S. S 4904, relating to unsworn falsification to authorities.
Date: '1-I'1-() ~
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v.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
IN DIVORCE
JEFFREY S. KOLODZI,
Plaintiff
PATRICIA A. KOLODZI,
Defendant
NO. 2001-2213 CIVIL TERM
PRE-HEARING MEMORANDUM
1. The parties were married June 17, 1988 in Carlisle, Cumberland County,
Pennsylvania. The parties resided in Cumberland County until Husband was accepted
for training at the State Police Academy. After his training, he was assigned to the
Lancaster Barracks and the parties relocated to that area. Eventually, Husband was
able to transfer to the Carlisle Barracks and once again his employment dictated the
location of the parties residence.
2. The parties have one minor child, Megan M. Kolodzi. Megan is eight
years old and Wife has primary physical custody of the child, with Husband having
partial physical custody. Husband pays child support for Megan. When the parties first
separated, the arrangement was that Husband would continue paying the mortgage
and other associated household expenses. Based on that promise, Wife dropped the
pending child support and spousal support action. Wife wished to see if she could
retain the home for herself and her daughter and the parties reached an agreement that
if she could refinance the home, she could purchase the home at the fair-market value.
In order to qualify for the financing, Wife filed with the Domestic Relations section to
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establish a court ordered child support and spousal support order. At the time of that
hearing, Wife was also granted a deviation based on the fact that the total mortgage
payment exceeded her income by more than twenty-five percent. Wife waived any
retroactivity in reference to the filing and the order was set effective September 1, 2001.
Wife was able, with the assistance of her mother and step-father as co-signers, to
refinance the property which lowered the monthly mortgage payment. The refinancing
took place on October 19, 2001 at which point in time the mortgage adjustment in the
support order was eliminated. In conjunction with the refinancing, the parties reached
an agreement that the difference between the mortgage payment and the appraised
value of the property, the sum of $17,336.61, would be attributed to Wife in the overall
property division.
3. Wife is a high school graduate and has been employed throughout the
marriage and has contributed to the household expenses and raising her daughter. Her
employment has consisted of retail sales, day care worker, and a laborer at a
distribution warehouse. Wife stopped work when Megan was born in 1994. She was
unable to return to work because Megan had a heart defect. In November of 1994, the
parties moved to Carlisle. After the move to Carlisle, Wife ran a day care in the
basement of their home. During the time that Wife was unemployed, Husband refused
to provide her with sufficient funds to meet her needs, as well as, those of the child.
Oftentimes she was reduced to begging Husband to provide money for her and the
child's needs. After Megan was sufficiently recovered, Wife reapplied and was rehired
II
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by Ross Distribution, After the separation Wife took a job based upon representations
that her hours would be tailored to permit her to care for her daughter. The employer
did not keep that commitment and Mrs. Kolodzi left that job and became self employed
cleaning homes and offices. Wife is averaging $1,194.00 in gross income per month
and $677.42 net income after expenses. She expects to continue and expand this
business.
4. Wife relates and will testify to the fact that Husband was both physically
and mentally abusive. The physical abuse terminated when she told him how after he
had become involved with the State Police, if he ever physically assaulted her she
would not stand for it, but would report the incident to the authorities. Despite the
cessation of the physical abuses, the mental abuse and threatening behavior continued
to occur.
5. Attached are lists outlining the receipt of property by each party since the
time of their separation. Wife seeks the award of alimony, an equitable distribution of a
majority the marital estate and consideration for counsel fees and costs. Based on her
work history, her limited earning potential and the demands of being the primary
custodian, she feels it appropriate that both her requests be granted by the Court.
Respectfully submitted,
O'BRIEN, BARIC & SCHERER
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Robert L. O'Brien, Esquire
Attorney for Defendant
J.D. # 28351
17 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
Rob/Domestic/Kolodzi.mem
.
JEFFREY S. KOLODZI,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
PATRICIA A, KOLODZI,
Defendant
NO. 01-2213
IN DIVORCE
CIVIL DIVISION
INVENTORY AND APPRAISEMENT
OF
PATRICIA A. KOLODZI
Defendant files the following Inventory and Appraisement of all property
owned or possessed by either party at the time this action was commenced and all
property transferred within the preceding three years.
Defendant verifies that the statements made in this Inventory and
Appraisement are true and correct.
Defendant understands that false statements herein are made subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Dated: 7-/7-0/4.
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ASSETS OF PARTIES
Defendant marks on the list below those items applicable to the case at bar
and itemizes the assets on the following pages. If an item has been appraised, a copy of
the appraisal report is attached.
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1. Real Property .
2. Motor Vehicles
3. Stocks, bonds, securities and options
4. Certificates of Deposit
5. Checking Accounts, Cash
6. Savings Accounts, Money Market and Savings
Certificates
7. Contents of safe deposit boxes
8. Trusts
9. Life Insurance policies (indicate face value, cash
surrender value and current beneficiaries)
10. Annuities
11. Gifts
12. Inheritances
13. Patents, copyrights, inventions, royalties
14. Personal property outside the home
15. Business (list all owners, including percentage of
ownership, and officer/director positions held by a
party with company)
16. Employment termination benefits-severance pay,
workman's compensation claim/award
17. Profit sharing plans
18. Pension plans (indicate employee contribution and
date plan vests)
19. Retirement plans, Individual Retirement Accounts
20. Disability payments
21. Litigation claims (matured and unmatured)
22. MilitaryNA benefits
23. Education benefits
24. Debts due, including loans, mortgages held
25. Household furnishings and personalty (include as a
total category and attach itemized list if
distribution of such assets is in dispute)
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Living Room
Antique table ................................................. 0.00
LLRS ............................".............,......... 170.00
ReA TV .....:...................................,.......... 55.00
Swag light ...,............................................... 8.00
Gun cabinet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130.00
Floor light . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.00
Touch light . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.00
Area rug . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.00
Fan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.00
Wall hangings ............................................... 12.00
Accessories & decorations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00
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Kitchen
Jennair refrigerator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235.00
Small appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . 50.00
Pots & pans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.00
Dishes/glasses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.00
Small kitchen accessories. . . . . . . . . . , . . . . . . . . . . . . . . , . . . . . . . . . . . . 18.00
Accessories & decorations. . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . 18,00
5 pc. dinette . . . . . . . . . . . . . . , . . . . . , . . . . . . . . . . . . . . . . . , . . . . . . . . . . 85.00
Pie safe .........................,.......................... 70.00
Bedroom
3 pc. oak bedroom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . 415.00
two stands .,..............................,.................. 8.00
Radio/clock/telephone .,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.00
Table light .............,..................................... 5.00
Vacuum cleaner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00
Accessories & decorations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.00
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Basement
Recliner chair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00
Organ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.00
Sofa .. . . . . , . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.00
Table light ....................................... .. 4 00
. ......... .
Wicker cabinet . , . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . 20.00
Washer ......,..........,...,............................. 140.00
Dryer ...................................................... 70.00
Shop vac ........................................ . 12 00
. ......... .
Toto snowblower .........,..............................,.... 35.00
Rocking chair. . , . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00
Folding table ..,............................................. 15.00
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Ladder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60.00
Wheelbarrow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.00
Weed eater . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.00
Misc. tools .................................................. 12.00
MISCELLANEOUS
Mortgage pay-off ($87,463.39) $104,800 appraisal. . . . . . . . . . . . . .. 17,336.61
One-half CD received by wife ................................ 4,247.86
Ford F-150 Truck .................,.................... 4,500.00
Jeffrey
Camcorder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.00
Howa 270 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160.00
Pinball ...............................,.................... 135.00
York weight .,.............................................. 150.00
Pool table. . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65.00
China cabinet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75.00
Honda mower. . . . . . . . . . . . ; . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . 25.00
Jack stand ................................................... 5.00
Miscellaneous ............................."................ 38.00
Pair micro. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00
Recliner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.00
Ruger M66 . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210.00
Pair Baretta ................................................ 430.00
Smith & Wesson .................,.......................... 275.00
State Police car collection (see attached list) and other
collectibles. Wife may seek separate appraisal ............. Unknown
Chevy corvette ........................................... 4,600.00
Chevy corsica ............................................ 2,000.00
Kawasaki ............................................... 2,000.00
Firearms (may duplicate the individual pieces valued above) 1,000.00
!i
Undistributed
One-half CD (remaining) ........,.............,............. 4,247.00
PSECU checking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1,380.80
Retirement. . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 25,862.76
Deferred comp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 18,458.00
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po. 60)( 7248
YORK, PA 17404-0248
PHONE AP INS 395.00
CHllY8LE1l q WlA 71 Nl46-2222 ,
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...... 1""0911612001
PATRICII~ A KOLODZ!
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571 F ST
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CARLISLE. PA 17013
P\o+OJo;'E I:"'
"i'17 258-1:579 ,
PtE>\SE nrER MY ~ flOP; THE FOlLO'WING ;
l\!J '"'w M o U'" DEMO X J ~ [1 "''''' :"OR ,
........ I KiA 1"'01)[1. IlYPE
001 $PORTAGE SW
COlOR 11"M krPIAlNO. ,
REEN NDJA723G1S055300
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'fEAR "MM([. NOOD. ,
1':192 FORD 1"-150 4X4 . ,
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D DlSCLAJMER OF WARRANTIES
I UNDERSTAND THAT YOU (THE DEAlER EXPRESSlY DISCLAJI.I All. WARAAi-lTIES,
errHERlOO'RESS OR IMPUED, INCLUDIN ANY IMPLIED WARAANt't OF MERCHANT,
ABILITY OR ATNES5 FOR A PARn~~ R PURPOse. ANO THAT YOU NElTHI!fl
ASSUME NOR AUTHORIZE ANY OTHER ASON TO ASSUME I'OR YOU ANY UABlUTl'
IN CONNECTION WrrH THE SALE OF TH VEHICLE, exCEPT AS OTHERWISE oRO-
"DEO IN WRITlNQ BY YOU IN AN AT:.":!?: MENT TO THIS CONTRACT OR IN A DDCU- ,
~NT DEUVERED TO ME WHEN THE VEH CU; IS DEUIlEReD.
AS IS
1M! MOTOR VEHICLE 1$ SOLD 'M S' VI THOUl ANY WAAIW<llY EITHER EXPRESS
OR IMPUCo. THE PURCHASER W1U.~~ THE EI'ITlRE El<PE/'iSE OF REPAlRINI3 OR ,
CORRIiCTING ANY OEFECTS THAT PRE S N1l.Y EXlST OR 1MAT MAY OCCUR IN THE ,
IlEHlCLE.
CUSTOMI," SIGNATlJRE~
$lrlCe the tfact~n wl1l continue to be driver bY the ownQ' a1t&T thtl order dalo and prier to :
pending delivery, the norrnal use of any ehiclc will QW$e 1\ to deer~8 in value. A 00C1 MENTAl'Y FEE 55.'00
.:harge of' cents per mIlt, or a dollar amount of $ per mcnth,
PJQrale~, will b. dGdIJCted from th., veluc oc the trade.ln at do1lvery time. lhe traceiHn CASr-l PRICE eeSS7.00
value ol1h1 abole listed cat is S 85 of this d8t8.
011181"0 P.uthorizQd S stcmero TAX 90B,'22
Signaturt hnahJro .
If you canoe! this purchase agreeme tor ,ofuse \0 take dellvory of tho vehicle, UCENSE T~~ ~50 lEl1lSTRAnON 33.,'50
ordered. except a8 permitted by law you shall, at OU' option, lorte~ ~ dam- ,
as.. 1. TOTAL CASH PRICE OEUVEflEO 23528.72
Purooha..r hereby acknOWledge. 10 u e abOVEt clause. 2500.'00
Customer's ' REBATE
Signatl,lra CASK O&POSfTQN OACEA
USE~~ ICLES ONLY ~.
DOWN
THE INFORMATION YOU SEE ON THE (FED""AL TRAOE COMMISSION) WINDOW PAYMENT CASH ON oaNflf1 ,
FORM IS PART QF THIS AGREEMENT' FORMAnON ON THE WINOOW FO~" OVER,
RIDES _ CONTRARY PROVISIONS IN HE CONTRACT OF SALII. ~500:00
THE. CONTRAC'T PRICE aF THE MOTO VEHICLE CANNOT BE INCREASEO AFTER 4. TRADE IN
,
THIS CONTRACT HAS SEEN ACC_~ o EIV nlE DEALER OR THE AUTHORIZED eA~OW\NGlu
DEAlER REPRESENTATI\IE UNLESS 1M INCREASE IS DUE TO THE pMSAGE Of' A LiSS ,
lAW OR RaGUI.ATION 0" 'tHE UNlreo orA,.S OR T};i COMMONWEALTH wHICH:
REOVlP.ES ADDITION OF NEW EQUIP <NT TO CeRTAIN llEHICLES: CHANGES IN S. TOTAL DOWN PAYMENT (2+3+4) 7000.00
TRANSPORTATION OR exISTING T~ lEG: OR, IN THE CASE Of fORElGN MADE
VEHICLES, IS DUE TO A JlE-EVALWI N OF THE UNITeD STATES COLlAR VlS.H'S .. VNPAID BALANCE 01' CASH PRICE 11 . 5) 16528.'72
THE CURRiNCY OF THE COUNTRY OF lANUJIlACTUR!.
THIS CONTRACT IS NOT SrNDING U~ EITHER THE DEAlER OR THE PURCHASER .
UNTIL SiGNED BY AN AUTHORIZEO EAJ,ER REPReSENTATIVE. you. THE OUYER 7 . OTHe:~ ,
MAY CANCEL THIS CONTRACT AND CElVE A F'JU. REFUNV ANY TIMe BEFORE CHARGES ,
RECCIPl OF A COPY OF TH1G CONTM T SIGNED nv AN AUTI Im"ZEO orALER REP. ,
RESeNrArnIE BY GMNG WRIl1EN NOT Ce:; OF CAN\:~eLLAnON TO THE'DEAtER. 165aS.;;,a
I CER"~F %SI AD'! OF lEGAi..Io&I 0 ~ OLDER AND " KN ECGED RECEIPT OF $. UNPAID eAlANCE (0"7) / /"": 7
ACQP"fOF . ISCO~ ,
~~~~ . I~; ""M'''' /' ~
09/18/2001 . 09118120
:no - ,- DATE _
~ I ~EAl..Il:R' .1':\'1:
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REPAIR ORDER
KARL F. RICHWINE'S GARAGE NAME PIT r If(. c..~ fJr 1::/l (OJ..2. ;
1636 YORK ROAD ,<;71 ~ :<;71lu_T
CARLISLE, PA 17013 ADDRESS
TELEPHONE (717) 258-3400 CITY t"'A. 7 I~S \~ PA I?M~
258-6940 DATE J _/~ II SERIAL NO.
- 9-0
CUAN. PART NO. NAME OF PART SALE AMT. YEAR & MAKE OF CAR - TYPE OF MODEL I HOME NO.
/ C.I'''I n.<'T" r,.,.p 1(L I~ 91.. '::"or,^- Tk 'F-ISC 5.01-. I WORK NO.
t o lo'1 Q,,'fOIl' /", II LICENSE NO. 0 fJ -J 9 j I I MILEAGE J {J I Rf: 0 I TK#
f( .!<' (Pllfllr Pl....A 1! f'O
DESCRIPTION OF WORK AMOUNT
/ /00 , I ~ PI....L...% '?~I 0" STATE INSPECTION
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LF RF OIL-OTS. s~,,~. In. 00
ACCESSORIES
LR RR TRANSMISSION GAS, OIL
& GREASE
TIRES DIFFERENTIAL " MISC.
MERCHANDISE
OLD MilEAGE ANTIFREEZE SUBTOTAL 11'1. I~I
REPAIRS
TOTAL TAX /y- 1R"i
SERVICES >
TOTAL PARTS> /(,,1. ffl AUTHORIZED BY TOTAL> :1:1.1" 70
-------------------------------------------------------
ESTIMATES ARE FOR lABOR ONLY.
W. TEf\W. ADOmotW....
IHUIE8YAU1llOFll2ETHlOAIIO\IEREI'AlRT08ED::lHEAtDHG'MTHNECE8SARY""'TERlALSYOUNlDYOUREr.lPl.CIYEESIAAYOPEAATEABOve~FOAPURPoSES
01' TESTING-INsPECTION OR DEUVEflY AT IIY RISI<. Nl DPAiSS MECIiNllC'S uEN ISACKNOW1.EDIlEO ON ASOYE\'l:HIa.S TO SECURll: THE AMOUNT OF REf'AIRll TtlEAEl"O.
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18"tnl~After3DDaY'
mrs, IS YOUR
. INVOICE
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REPAIR ORDER P Ptia..'i c.. ";- A-
KARL F, RICHVI(INE'S GARAGE NAME ,
1636 YORK ROAD
CARLISLE, PA 17013 ADDRESS
TELEPHONE (717) 258-3400 CITY -
258.6940 DATE "-t.. I SERiAl NO.
-01
QUAN. PART NO. NAME OF PART SALE AMT. YEAR & MAKE OF CAR . TYPE OF MODEL HOME NO. fC'Y-j,<:;?9
I 'T5 II. -- ,\w'or....\( 9" frt OJ.. ~ ! 7k... r::/SD ,5:0 L... WORK NO. ~j?7'
LICENSE NO. I MILEAGE lit ~ 119 I TKI .
, \
DESCRIPTION OF W K AMOUNT
STATE INSPECTION
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GAS, OIL. GREASE. ANTIFREEZE lABOR ONLY .-r;, "'0
LUBRICATE PARTS , ~1 10/
LF RF OIL-QrS. ~~~~ ~. 3"/
ACCESSORIES
LR RR TRANSMISSION GAS, OIL Z ,S'
& GREASE
TIRES DIFFERENTIAL MISC.
MERCHANDISE
OLD MILEAGE ANTIFREEZE . r... '1 9,('" SUBTOTAL 11(9. 11
REPAIRS
TOTAL ......:...-t", TAX V. ItS"
SERVICES' ..,.'"
TOTAL PARTS.> AUTHORIZED BY "~'-':~:~:~;.'~ TOTAL >- ISk' ot
-------------------------------------------------------
ESTIMATES ARE FOR LABOR ONl..'(.
1M TERlAl ADDmoNAL
I HEREBY AlIT1<<:IRlZE THEN!IJVE REPNA TO BE llOflE ALONG 'MTH NECE8$o\RY w.TEI'lIAI.S YCIU NID YOUR EMPLOYEES MAYOPERATE ABOVEVEHICI.E FOR PUAPOSE8
OFTESTlNo,INSPECmONOIIOEL.M;RYATIltIllSK.NlElG'AESSI,lEau.NlC'SUENISACIOlOWI..EDClEDONABOVEVEHlCLETOSECWlElHEAMOUNTOl'FlP'A1l1STtIEREro.
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THIS IS YOUR
INVOICE
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. REPAIR ORDER 'L.I l.t
KARL F, R,ICHWIt-jE'S GARAGE NAME 0_7 J ;
1636 YORK ROAD L~I ,-::: V J. ..f C7
CARLISLE, PA 17013 ADDRESS
TELEPHONE (717) 258.3400 CITY ,,:7_ F.A'h ~A 1'70/ J
258-6940 J1Ar.!,:')"3 19/ 1l'J!'T .. .
If: Po fuAJ YN IrK ~ jl? LJ.~-
OUAN. PART NO. NAME OF PART SALEAMT. YEAR & MAKE OF CAR - WE OF MOOEL HOME NO.
T S:~t.t~ rr jJ {j j;'~ - 'Ii- Ifi r.A ,- "F /6'0 WORl<NO.
u}jNlE~O~ 3 / I i:-'GE I T1(,
\ t? "'~l7er
'.
DESCRIPTION OF WORK AMOUNT
STATE INSPECTION
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GAS, OIL. GREASE, ANTIFREEZE lABOR ONLY :J...Lj. Or;
LUBRICATE PARTS 1....;- 4!>
LF RF OIL-QTS. s~,,~ I 7S.
ACCESSORIES ;
LR RR TRANSMISSION GAS. OIL
& GREASE
TIRES DIFFERENTIAL MISC. 7 ,~ -
I "ERCHANDISE
OLD MILEAGE ANTIFRE~ 7 \'1S SUBTOTAl 51. I~
REPAIRS
TOTAL Tf\X f I,K
SERVICES >-
- I- (.;;, . '7
TOTALPAATS... f).. t> If 6 AUTHORIZED BY TOTAL>
-------------------------------------------------------
~STJMA TES AIlE FOR LABOA ONI.. Y.
MTfRlALAOOrrtONAL..
I HeREBYAl.mlORIZElllEAllOVEREPNflTO BE lXlPU:At.QNGWITIl,NECESSAAYW,fERlALSYOUANDYOUREJIPlOYJ;ESlllAYOI'ERATEAllCIVEVEHlCLEFOfIPlJRPOSES
OFTJ!ST1NQ.lNllPECt1OHDRoeUWRYJ,TI<<RISlC.ANEllJ'Ai:SSI4Ct1ANlC'SUENISA,CKHOWlBlGEDONJ.llQVEVEHIC!.ETOsllCURETHEMIOUHTOFREPA,JRSTHeRETO.
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THIS IS YOUR
lNvorCE
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KARL F., RICHWINE'S GARAGE ,'r':'A- I<: 0 I (7 b1-~
NAME r1+'.
1636 YORK ROAD. .E:;'7J J!" sr
CARLISLE, PA 17013 ADDRESS
TELEPHONE (717) 258.3400 CITY rAil/. ~ I <.... PA- 17"/1
258-6940 OATE r. -7-0 I I SERIAL NO.
OUAN. PART NO. NAME OF PART SALEAMT. YEAR & MAKE OF CAR. TYPE OF MOOEL I HOME NO.
J I F'1ofT? j-'-- " J::c.k.. de >J ~ S1 91.....- I "r1C. l="-1: 0 I7X~1 I WORK NO.
LICENSE NO. -A9]/ MILEAGE ~-~. - ITK.
, \ OESCRIPTION OF WORK AMOUNT
STATE INSPECTION
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TOTAL TAX . 7'"
SERVICES >- .
TOTAL PARTS >- AUTHORIZED BY TOTAL >- J~t.. LO
-------------------------------------------------------
ESTlMA YES ARE FOR lABOR ONLY.
MA TEAlAL ADDITIONAL.
.
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IHEF!EBYAlITHDRU:ETliEAllOVEREPMlTOIlEDOtaOAl.ONCJWlTHHECESSNlYMATERIlUlYOUAHC'IOUREIoIPl.ClYeESWAVOPEAATEAlIOVEvEIIICI.EFOAPl,JlIPOses
OF TESTlHQ, WSPECTION OR DELIVeRY AT MY RISl(. Nt EllPfIE$S IIlECIWlIC'8 WEN 18 A.CICNOWlEDGED OH ABOVE VEHICLE TO SECURE 1llE AMOUNTDF REPAiRS tHERETO.
1I1o.......l>Odtlll..............,._...____loIloooor-.br_oll...Io...........--r.........IoI...................",./OOd1MllnQ.
18'lfo JnturealAfler30 Oaya
~~ r "'"
THrs IS YOUR'
INVOICE
#
-
REPAIR ORDER
KARL F. RICHWINE'S GARAGE
1636 YORK ROAD
CARLISLE, PA 17013
TELEPHONE (717) 258.3400
258-6940
NAME
cm
DATE
SAlE mr.
((-
. DESCRIPTION OF WORK
STATE INSPECTION
AMOUNT
TOTAL PARTS >-
GAS, OIL, GREASE, ANTIFREEZE LABOR ONLY
LUBRICATE PARTS
H
LF RF OIL-QTS. ACCESSORIES
LR RR TRANSMISSION GAS, OIL
& GREASE
TIRES DIFFERENTIAL MISC.
MERCHANDISE
OLD MILEAGE ANTIFREEZE SUBTOTAL
REPAIRS
TOTAL TAX
SERVICES >-
I .
THIS IS YOUR
INVOICE
AUTHORIZED BY
TOTAL >-
ESTlMA. TES ARE FOFlLABOR 0Nl.. Y.
W.,.EPMl AOOlTlOtW...
IHEAE8I'AUlKlAlZE"THEAIlOYEAEPAlATOBEl:lOHEAI.OtlOWlTlltjECEss.o,FIYW.TEfll.I,LSYOUNlD'I'OURPoIPLOYEUW,VOPEAATEABOVEVEHICLtFORPURPOSE$
QfTUW\O.lMliI'eCnoMORllEUI/S'lYAT"'YIllSK.AIl~WEClWt(C'S.ueN.IS~OMA80I/EVEIlIClElOSECUf\ETIleIoMOJNtQl'llEI'AlPoS'l'\'IERE'ro.
.iI..........,_IIllo"""'I*'Y..........no..~lw_..........br.......I..Io~p&.ood"flilll_Iot..,..go,ulo,..JlIOir"'......lWIdlulng.
18% Inttr8$tMGr 30 Oav-
.
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INTERIM AGREEMENT
The parties hereto are Jeffrey S. Kolodzi and Patricia A. Kolodzi, currently
husband and wife. The parties have separated and the Husband has filed a divorce
:1
docketed to No. 2001-2213 in the Court of Common Pleas of Cumberland County.
Wife wishes to retain, as a portion of the marital estate, the parties' interest in the
marital residence where she currently resides with her daughter. The home has been
appraised in conjunction with Wife's efforts to refinance the existing obligation to
remove Husband from the liability on the mortgage to Pennsylvania State Employees
Federal Credit Union. The home appraised at the value of $104,800.00. The parties
agree and understand that the difference between the appraised value and the
mortgage payoff at the time of the settlement on the refinancing shall constitute marital
property. Wife shall be charged with that value in connection with any distribution as
recommended by the Court in connection with the pending divorce. Any and all rights,
claims, defenses, etc. that the parties have in connection with the distribution of the
marital estate are preserved for presentation before the master. This agreement only
addresses the distribution of the value of the marital residence to Wife.
In witness where, the parties intending to be legally bound hereby have affixed
. e!:,
their hands and seals on this /9 day of October, 2001.
rl o.d i r/domesti c/kol odzi .a9 r
. ~->.
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,
-, '^ ~'~__=.<",' _ ..'="'".W__~,_^ . ~ " '".~ ,'~ , m .' ,'_" -
< <.,,~~" ~ .w_ .
~ement Statement
, -
"
'-"
J
U.S. Department of HouslnQ
and Urban Development ~
, ,r
OMa No. 2502-0265
"
B. Type 01 Loan
1. o FHA
4. OVA
2. 0 FmHA
5. 0 Conv. Ins.
3. Igj Cony. Unins File Number
1'126-027/Ko1odzi
Loan Number
0176530703
Mortgage Insurance Case Number
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "p.o.c" were paid outside of closing: they are shown here for informational purposes and are not Included in the totals.
D:'~~~'.~..'~~e'~~~RES~'~f\~8'S~~~.~,~~~~~~~:Z11~!!:~j~l!l:i.~ii:~!:ii~i'l;'l.i,,':il::i;i.';i.'ii!i:r!l!,il,!~1!~:!i~I~:r1!;~~~~~i~I~::,~.z:0~~~~~I.."""
E. NAME AND ADDRESS OF SELLER:
FjNMlEANDADDRESS OFLENDER;. ,;'Fi($t,lJrt!t~,."'Pd9~ge,:!$e,;:vi~e,$ii/~'1;.':" '. ; Ii.,::
.. .........,.}r~~~t;G~!t!~I~r~~e.;'1~~~~2lf:~~~r!l'!iedl~tQ~.~i.i
G. PROPERTY
LOCATION:
571 F St_t
Carlisle, PA 17013
H,SE!!LEM~NT'~9E~;I}.'.;',.,.;, .lilb',Htfj!$~~'
;PLACE!OFSETTlEMENT:.::..17..l!lteSt;:$pii( ..
TIN:" "";"25'1708~15.i" ,
L SETTLEMENT DATE: 1011911001
J. SUMMARY OF BORR ER'S TRANSACTION
100. GROSSAMOUNTDUE FROM:llORROV\lER:.,' ....'
RESCISSION DATE: 10/2412001
K. SUMMARY OF SELLER'S TRANSACTION
.........'.... "',.400iGROSS"AM,O,UNTDUE"T(>,SELLER:
101. Contract Sales Price
1 02. Personal Pro
103..,,Settlem~n,ta,:charg~,_to_:bolT1JW8r;
lOS,'. .
106::, citYttOWn .ti&8S:';~":'
107. CountyT8xes
108;:A8nssiTleints'. ..
109.
110.
111.
112.
to
to
120. GROSS AMOUNT DUE FROM BORROV\lER: $90,564,02 420. GROSS AMOUNT DUE TO SELLER:
20D;AMO(JN'tS..PAID'5Y"ORINBEH.4:LF:.Of\BORROWEf\:.t,'." ....... "':':"""""",.$qq:iiiREO\.lQmIQN$;I~i.AMqUI'o!1);b,(jE'l'O'SELLER: ....
201. Deposit or earnest money
202.:,PrincJp_a1,amount of new loan(s)
203. Existing Ioan(s) taken subject to
204.
205.
206.
207.
208.- ..
209.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
501. Excess deposit (see instructions)
_n__ __-' ,,,,.,,....,,_._,__ ,,' ,-'", , ,
. i\-r ':'::""$'94>30Q\PQ:- 5Q2;\siffl8m'eritChQj:g~a?ti';:$8liaf,-(n'n-,jj;;;1:400):;;i:"
503. Existing I08n(8) taken subject to
~5..04.mp~Y~ff!6i,:hfijfm0l19ag.'i4an;i::i:< ..,,,
505. Payoff of second mortgage loan
507.
'so.e:"
509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. Cltyltown taxes
. 211}C~!lIY.l8Xes'
212. Assessments
213. ..
214.
510. City/town taxes
to
to
516.
,'''' 517,'
516.
\',;"{!\f:::
216.
218.
220. TOTAL PAID BY/FOR
BORROWER:
3oo,'CASl;lihi"J$E:J;J~I;MENTFRoMtjfCi:aORRCiWI;Rr"'~i:":'"
301. Gross amount due Irom borrower ~line 120)
.302,' Les~i~iil~jjWpald,bY/for borroive~llin~.220)',,' .
303. CASH ( o FROM ) (00 TO)' BORROWER:
$94,300.00 520. TOTAL REDUCTIONS
IN AMOUNT DUE TO SELLER:
..,'...,."..,.:!.,....; ......jm i~PO~;Cl!slili;!liti$,\;;"'tIiI;M~tfJ'ili.rQlI;:ROM SELLER....
$90,564.02 601. Gross amount due to seUer (line 420)
........$9~)'3oo;i.ooi~P2,i.~~$$,~~ti'dW~$jri..~rril;.duEl~II~r..(Iine 520).
$3, 735.98 603. CASH (0 FROM) (00 TO ) SELLER:
HUD-1 (3-86) - RESPA, HB 4305.2
PAGE 1
.
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[T""",..
.J
,J/813)
J:,~
OMB No. 2502-0265
. SETTLEMENT CHARGES..
....t
-.::.
i'OTAL SALES/BROKER'S COMMISSION
. I BASED ON PRICE
,
@
%.
PAID FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS
AT
SETTLEMENT
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
701. 10
702. to
703. 'Commisslon paid al salllernent
704.
ao.o.. ITEMS PAYABLE IN CONNECTION WITH LOAN:
ao1~ lOIn orlglneuonfee % .:to '..:Fi,rst\',cfnitediHortgage Serv,ices,;
802. lOIn discount %
BO:3..Appralsal fee to:.: First Uni'ted,,::~r.tgage, Sfi!rv.ie;esr Inc:;
B04. Credit report 10: Firs t tTni ted Mortgage Services, Inc.
80S.' Lender'. inspection fee
806. Mortgage insurance application fse 10
807"Assumpllon fee
808. Commitment Fee to Sovereign Bank
809;:.:'D06',:::Prep "Fee .to .FtJMS
810. Overni :ht Mail Fee to FtJMS
el1,:Pr.....:to::Fl]M$.from SOV6.r'lign. ($471.50.): Pop
900. ITEMS RE UIRED BY LENDER TO BE PAID IN ADVANCE:
901.lnto""lf,0"; 10./24/20.0.1 10: . 10./31/20.0.1
. $4:71,50.
$225. 0.0.
$50..0.0.
$270.. 0.0.
$175.0.0.
$29.0.0.
::@
$18:.311 doy
$146.48.
902. Mortgage insurance premium for
903. Hazard'lnsurance prtImlum for
904. Flood insurence premium for
mos. to
yrl.to
yrs.to
905.
10.00. RESERVES DEPOSITED WITH LENDER:
1001. Hazard insurance 4..,.00 monlhs@
1002. Mortgage lnlurance months @
1003. City property taICel months@
1004, County property taxas 9. 00 months@
1005. Annual assslsments months@
1006. Flood insurance months@
1007. School Taxes 5.:0D:mOnths'@
1008. months@
1009. A re ate Accountin Escrow Ad ustment
1100. TITLE CHARGES:
/$262.46) :
$23, 67 ".,mool.
per month
:p9t.month
$36.17 per month
permonlh
permonlh
$81.63 permonllr
per month
1101. Selllement or closing fee to
1102.AI:lalr8clor,tiUesearch1o
1103. Tille examination to
1104. TI!leinlur&ru:*binderto
1105. Document preparation to
1106. Notary-fa&sto" 'Cash
1107. A1tomay's fees 10
includes above items Numbers:
1108. TIlle=josurlilnca.to', :,O,'Brieni 'Baric:-:.:&',..Scherer
(includes above items Numbers: 1101-1'3.05','1-107-1'111'
1109. Lender"s coverage
1110. Ownetscovera a $853.,75::
1111. End #10.0.-$50./#300.-$50./#90.0.-$50.
1112. Ins' Closing Ltr
'113.
120.0. GOVERNMENT RECORDING AND TRANSFER CHARGES:
$35.0.0.
1201, Recordlngf",:', . . Oeod . .:$25.50:Mortg,go ....... $45.50.. :",;,'" ::Releasss .. ........ >:.: .. $71,0.0. . ,
1202. City/county taxlllamps: Deed ; Mortgage
1203.StatehWlrtampa:.. ,. Deed' ",,:. " .. : Mot1gage '. " : .>. ... ....: .... . I ... .. .
1204. Assignment or Mortgage $14.0.0.
1205. . .. .. .. .. . . . ... .. . . ..... .. . .
1300. ADDITIONAL SETTLEMENT CHARGES:
1301i,Survey to':,
1302. Pest Inspection to
1303,PSElf'CUJPayoff .Act #.16562120.280299)
1304. O'Brien, Baric' Scherer (overnight reeD
1305;-:"':
1306.
1307,
140.0. TOTAL SETTLEMENT CHARGES $90.,564,0.2
I have ca reviewed the HUD-1 SetUement Statement and to the best of my knowledge and belief, It is a true and accurate statement of aR receipts and disbursements made
on my ccount r by me in Is transaction. I further certify that I have received a copy of the HUD-1 SetUement Statement.
Bo
/ (;r/9-tJ I Seller or
Date!' ~ Agent:
Date:
Borrower:
?:,.L" ~J .,t c..h1Jjg,jm ~ale: ll)-lt-1.~'1 ~:~~:or
Edward L, & Mildred M. Hockenberry
Date:
The HUO.1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed in accordance
with this statement
sew.me;IAgen~
Raben L. O'Brien
WARNING: It Is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can Include a fine and Impliaon--
ment. Fordetaila see: Titte 18 U.S. Code Section 1001 and Section 1010.
Date:
Oat.: 11, If/c)/
';~jr,~l!f1l 1[.
IIiIIJlI!!!l~ ,~,
. 'I' ~i""T
~~~b . "
In the Court of Common Pleas of County t Pennsylvania
Plaintiff Name: ~~l<:"~",- ~ll\ll~~
Defendant Name:
Docket Number:
PACSES Case Number:
Other State lD Number:
Please Dole: All comspnDdenc:e must include lbe PACSES Case NUlDber.
Income and El(l>ense Statement
THIS FORM MUST BE FILLED OUT
(If you are self-employed or if you are salaried by a business of which you are owner in whole or pan, you must
also fill out the Supplemental Income Statement which appears on the last page of this income and expense
statement. )
INCOME STATEMENT OF 7o-.-\("\<:"L~, 't::-()\IlJ2~l
I verify that the statements made in this Income and Expense Statement are true and correct. I understand that
false statements herein are subject to the criminal penaltie f 18 Pa. C.S. ~ 4904, relating to unsworn
falsification to authorities.
Date
INCOME:
Employer
SI2-W
Address
Type of Work c\e.c...~L~
\
Payroll No. Gross Pay per Pay Period $ I, \ '\ '-\ Pay Period (wkly.. bi-wkly., etc.) MM~
Itemized Payroll Deductions:
Federal Withholding $ L/.s- Social Security $1'fLf Local Wage Tax $ 9
Slate Income Tax $25~ Retirement $ Savings Bonds $
Credit Union $ Life Insurance $ Health Insurance $
Other Deductions (specify) M t \e.o-SJL . $ 2.S8 S'-'f'I'\ie.s. $ 35""'
Net Pay per Pay Period $
(p 71 'B
Service Type M
'~'--_.~,~
I
~ ~ ~
I i--- ,"
1
.~~
Income arnl,ExpellSC:lStatement
P ACSES Case: Number
OTHER (Fill in Appropriate Colunm)
INCOME
WEEK MONTH YEAR
Imerest $ $ $
Dividends
Pension
Annuity
Social Security
Rents
Royalties
Expense Account
Gifts
Unemployment
Compensation
Workmen's
Compensation
IRS Refund
Other
Other
TOTAL $ $ $
TOTAL INCOME $
(Fill in Appropriate Column)
EXPENSES WEEK MONTH YEAR
Home
Mongage/Rem $ $ '61& ~ $
Maintenance 200
Utililies
Electric 65"
Gas
Oil
Telephone toO
Service Type M
Page 2 of 6
'-1,__, '"...."
.
1"!'T:r r" r"
1 I
,
Incomc anti ElIpClllIe Statement
PACSES Case Number
, "
(Fill in Appropriatc Colunm)
EXPENSES
(continued) WEEK MONTH YEAR
Waicr $ $ /5"0 $
Sewer
Employment
Public Transponalion $ $ $
Lunch
Taxes
Real Estate $ $ $
Personal Propeny
Income
Insurance
Homeowners $ $ $
Automobile 7D
Life 271.1
Accident
Health
Other
Automobile
Payments $ $ 3bt..f~ $
Fuel 100
Repairs
Medical
Doctor $ $ \ ~.::: $
Dentist .
Onhodontisl \..
Page 3 of 6
Service Type M
.'!'1~,~.i!. '" ~"~
~,,,,.
Il
~
I"
Income amt.ExpellSl:l Statement
PACSES Case Number
EXPENSES (Fill in Appropriate Column)
(continued) WEEK MONTH YEAR
Hospilal
Medicine
Special needs (glasses.
braces. orthopedic
devices)
Education
Private School $ $ $
Parochial School .
College
Religious
Personal
Clothing $ $ SO $
Food ,""),00
BarberlHairdresser ~:s-
Credit Payments:
Credit Card
Charge Account
Memberships
Loans
Credit Union $ $ $
Miscellaneous
Household Help $ $ $
Child Care 300
Papers/Books/Magazine 10
Emenainmem V;
Pay TV 32-~
Vacalion 300
Page 4 of6
Service Type M
,,~ ,,---~
- ?~
11
I
Income anti Expc:llSI: Statement
PACSES Case Number
p " .
(Fill in Appropriate Column)
EXPENSES WEEK MONTH
(continued) YEAR
Gitls 300
Legal Fees
Charitable Contributions eo
Other Child Suppon
Alimony PaymenlS
Other
$ $ $
TOTAL EXPENSES $ $ $
PROPERTY Ownership *
DESCRIPI'ION VALUE
OWNED H W J
Checking Accounts $
Savings Accounts
Credit Union
Stocks/Bonds
Real Estate
Other
TOTAL $
INSURANCE COMPANY POLlCY /I Coverage *
H W C
Hospital
Blue Cross
Oilier
Medical
Blue Shield
Oilier
* H - Husband W - Wife C - Combined J - Joint
Page 5 of 6
Service Type M
:~~U_J~
........) ,.,
..,
--
lncomc:l and- Exiknse Statemelll
PACSES Case Number
Coverage *
INSUR.ANCE COMPANY POLICY II H W C
Healthl Accident
Disability Income
Dental
Other
* H - Husband W - Wife C - Combined J - Joint
Supplemental Income Statement
a. This form is to be filled out by a person
(I) who operates a business or practices a J,lrofession. or
(2) who is a member of a partnership or JOInt venture, or
(3) who is a shareholder in and is salaried by a closed corporation or similar entity.
b. Attach to this statement a copy of the followins documents relating to the partnership, joint
venture. business, profession, corporation or similar entity:
(1) the most recent Federal Income Tax Return, and
(2) the most recent Profit and Loss Statement
c. Name of business:
Address and telephone number:
d. Nature of business (check one)
(I) partnership
(2) joint venture
(3) profession
(4) closed corporation
(5) other
e. Name of accountant. cOlllroller or other person in charge of financial records:
f. Annual income from business:
(I) How often is income received?
. (2) Gross income per pay period:
(3) Net income per pay period:
(4) Specified deductions. if any:
Page 60f6
Service Type M
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11395-+
1,29 G' 51
1,080.15t
1,297 -05+
1 ,121 . t
7,163.70
'j, 163' 7+
6' =
1,193.95*
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Forn..
1040A
Department of the Tnlasury-Intemal Revenue Service
U.S. Individual Income Tax Return (99) 2001
IRS Use Only-Do not write or staple in this space.
Label Your rr.;t name and Initial Last name I 01ol8 Pjo,.lS4,s-0085
, H I V.... sodal socullr number
(See page 19.) l 169: 60 : 3159
A PATRICIA A KOLODZI
B If a joint retLm. spouse's rrst name and initial last name Spouse's soclll securiIJ numb..
E ,
,
Use the l , , .
, , ,
IRS label. H Home adaes.s (number and street). If you have a P.O. box. see page 20. IApC~ A Important! A
OtheJWise, E 571 F STREET
please prlnt R
or type. E City, town or post oIflCe, state, and ZIP code. If you have a fOll!ign address. see page 20. You must enter your
CARLISLE PA 17013 SSN(s) above.
Presidenlial
Election Campaign ~
(See page 20.) r
Note. Checking "Ves" will not change your tax or reduce your refund.
Do you, or your spouse if filing a joint return, want $3 to go to this fund? .
~
Vou Spouse
DVes lXINo DVes DNo
Filing
status
Check only
one box.
Exemptions
If more than
seven
dependents,
see page 22.
Income
Attach
Form(s) W-2
here, Also
attach
Form(s)
1099-R if tax
was withheld.
If you did not
get a W.Z. see
page 25.
Enclose, but do
not attach, any
payment.
Adjusted
gross
income
o Single
o Married filing joint return (even if only one had income)
o Married filing separate return, Enter spouse's social security number
above and full name here, ~
[XI Head of household (with qualifying person). (See page 21.) If the qualifying person is a child
but not your dependent, enter this child's name here. ~ MEGAN M KOLODZI 197-74-6904
5 0 Qualifvino widow(erl with dependent child (vear spouse died ~ I. (See paoe 22.1
6a [iI Yourself. If your parent (or someone else) can claim you as a dependent on his or her lax .} ~=:s
return. do not check box 6a. Sa and 6b
o
1
2
3
4
b Snouse
C Dependents: (2) Dependent's social (3) Dependent's (4).'(.';1 qualifying
relationship to child lor child
security number taxa~~tt,~~ee
(1) First name Last name you a e 23
MEGAN M KOLODZI 197: 74 : 6904 Dauahter [XI
: , 0
,
, 0
: : 0
, 0
: : 0
: : 0
d Total number of exemptions claimed,
7 Wa es salaries ti s etc. Attach Form s W-2. 7
8a Taxable interest. Attach Schedule 1 if re uired, 8a
b Tax-exem t interest Do not include on line 8a, 8b
9 Ordina dividends. Attach Schedule 1 if re uired. 9
10 Ca ital ain distributions (see a e 25), 10
11a Total IRA 11b Taxable amount
distributions, 11a (see a e 25). 11b
12a Total pensions 12b Taxable amount
and annuities. 12a (see a e 26). 12b
13 Unemployment compensation, qualified state tuition program earnings,
and Alaska Permanent Fund dividends. 13
14a Social security 14b Taxable amount
benefits. 14a (see a e 28). 14b
15
16
17
18
~ 15
our total income,
16
19
1
No. of your
children on
Be who:
. lived with
you
---L
. did not Hve
with you due
to alVorce or
separation 0
(see page 24)
Dependents
on 6c not 0
entered above _
Add numbers Q
entered on 2
lines above
79281
420
8348
18
~ 19 8348
Cat. No. 11327A Form 1040A (2001)
Far Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 53.
'!~"'."~ 0'
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-~'fl
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Form 1040A (2001) PATRICIA A KOLODZI
20 Enter t e amount from line 19
Tax,
credits,
and
payments
21a
ross income,
Check {D You were 65 or older 0 Blind } Enter number of
if: 0 Spouse was 65 or older 0 Blind boxes checked ~
b If you are married filing separately and your spouse itemizes
21a
169-6Q.3159
. ,
20
Pa e 2
8,348
D
Standard I deductions. see page 32 and check here . . . .~ 21b 0
Deduction
for- 22 Enter your standard deduction (see left maroin1. 22 6,650
. People who 23 Subtract line 22 from line 20. If line 22 is more than line 20. enter -0-. 23 1,698
checked any 24 Multiolv $2.900 bv the total number of exemotions claimed on line 6d. 24 5,800
00>' on line
21a or 21b or 25 Subtract line 24 from line 23. If line 24 is more than line 23, enter -0-. This is
whO can be your taxable income. ~ 25 0
claimed as a
dependent. 26 Tax includino anv alternative minimum tax (see oaoe 331. 26
see page 33. 27 Credit for child and dependent care expenses.
. All others:
Single. Attach Schedule 2, 27
$4,550 28 Credit for the elderly or the disabled. Attach
He~d or Schedule 3. 28
household,
$6,650 29 Education credits. Attach Form 8863. 29
Married filing 30 Rate reduction credit, See the worksheet on Daoe 36, 30
jointly or 31 Child tax credit (see oaoe 36\, 31
Qu~lirylng
wldow(er). 32 Adootion credit. Attach Form 8839, 32
$7.600 33 Add lines 27 throuah 32. These are your total credits. 33
Married
filing 34 Subtract line 33 from line 26. If line 33 is more than line 26. enter -0-. 34 0
separately, 35 Advance earned income credit oavments from Form(s) W-2. 35
$3.600 . u_
If you have
a qualifying
child. attach
Schedule
EIC,
Refund
Direct
deposit?
See page 47
and fill in
43b. 43c.
and 43d,
Amount
you owe
Third party
designee
Sign
here
Joint return?
See page 20,
Keep a copy
for your
records.
Paid
preparer's
use only
,,"~i'l!lI_..."'l
Designee's Phone Personal identification r-r-r--r-r-l
name ~ PREPARER no, ~ ( ) number (PIN) ~~
Under penalties of pegury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my
knowledge and belief, they are true, correct, and accurately list all amounts and sources Of income I received during the tax year. Declaration
of pre parer (other than the taxpayer) Is based on all information of which the preparer has any knowledge.
~ Your signature Date Your occupation
r Spouse's signature. If ajoint return, both must sign. Date Spouse's occupation
Pre parer's ~ Date
Check If
signature 03/27/2002 self-employed IKI
Firm's name (or ~ ACCOUNTING ASSOCIATES EIN
yours if self-employed),
address, and ZIP code 1849 WEST LISBURN ROAD, CARLISLE, PA 1701 Phone no.
36
37
38
39a
b
40
41
42
43a
~b
~d
44
45
Add lines 34 and 35. ThiS IS our total tax.
Federal income tax withheld from Forms W-2
and 1099. 37 954
2001 estimated tax payments and amount
a lied from 2000 return. 38
Earned income credit fIe. 39a 2,428
Nontaxable earned income. 39b
Additional child tax credit. Attach Form 8812. 40
Add lines 37. 38. 39a. and 40. These are our total a ents.
If line 41 is more than line 36, subtract line 36 from line 41.
This is the amount ou over ald.
Amount of line 42 ou want refunded to ou.
Routing rr-r-rTTIIT"1
number LL1.....L.LL.L. ~ c Type; 0 Checking 0 Savings
Account
number
Amount of line 42 you want applied to your
2002 estimated tax. 44
Amount you owe. Subtract line 41 from line 36. For details on how
to a. see a e 48.
Estimated tax enalt see a e 48 , 46
Do you want to allow another person to discuss this return with the IRS (see page 49)1 [iJ
46
"~,,~
.
IJ.Nn "-.
, ,
.
~ 36
L
~ 41 3,382
42 3.382
~ 43a 3,382
~ 45
Ves. Complete the following. 0 No
-"~
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1,}
( 717) 258-6671
Form 1040A (2001)
In the Court of Common Pleas of ,
County. Pennsylvania
f
JI/..t>. D/_';U 13 ~
Plaintiff Name: ~t~~"'- t:.-l>\-o~~
Defendant Name:
Docket Number:
PACSES Case Number:
Other State ID Number:
Please nole: All correspondence must include the PACSES Case Number.
Income and Expense Statement
THIS FORM MUST BE FILLED OUT
(If you are self-employed or if you are saJariedby a business of which you are owner in whole or part. you must
also fill out we Supplemental Income Statement which appears on we last page of this income and expense
statement. )
INCOME STATEMENT OF 7a..-\n"-'-~..... 't::-()\!)JL~l
I verify that the statements made in this Income and Expense Statement are true and correct. I understand that
false statements herein are subject to we criminal penaltie f 18 Pa. C.S. g 4904. relating to unsworn
falsificalion to auworities.
Date
INCOME:
Employer
St2..\-\,
Address
Type of Work O\eA.\J'.-\.""--G
\
Payroll No. Gross Pay per Pay Period $ " \ "\ '-\ Pay Period (wkly.. bi-wkly.. etc.) M~~
Itemized Payroll Deductions:
Federal Wilhholding $ 4S- Social Securily $l'-f'-f Local Wage Tax $ "I
Slate Income Tax $2'5~ Retirement $ Savings Bonds $
Credit Union $ Life Insurance $ Healw Insurance $
Ower Deductions (specify) M t \e.o--y. , $ "2.S8 S"t'\,\ie.s $~
Net Pay per Pay Period $
(p 77 '1.?:
Service Type M
~- ,
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Income and Expense: Stalement
PACSES Case Number
OTHER (Fill in Appropriate Colunm)
INCOME
WEEK MONTH YEAR
Interest $ $ $
Dividends
Pension
AlUlUity
Social Security
Rents
Royalties
Expense Account
Gifts
Unemploymenl
Compensalion
Workmen's
Compensation
IRS Refund
Other
Ower
TOTAL $ $ $
TOTAL INCOME $
(Fill in Appropriate Column)
EXPENSES WEEK MONTH YEAR
Home
Mongage/Renl $ $ ~(&tl $
Maintenance 200
Utilities
Electric es-
Gas
Oil
Telephone wO
Service Type M
Page 2 of 6
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I ncome and Expense Statement
PACSES Case Number
(Fill in Appropriate Colunm)
EXPENSES
(continued) WEEK MONTH YEAR
Water $ $ /5"",0 $
Sewer
Employment
Public Transponation $ $ $
Lunch
Taxes
Real Estate $ $ $
Personal Property
Income
Insurance
Homeowners $ $ $
AUlomobile 7D
Life 2741
Accident
Healw
Ower
Automobile
Paymenls $ $ 3Ot..f~ $
Fuel /00
Repairs
Medical
Doclor $ $ ,~~ $
Demist .
Orlhodontisl
Page 3 of6
Service Type M
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I ncome and Expense Statement
PACSES Case Number
EXPENSES (Fill in Appropriale Colunm)
(continued) WEEK MONTH YEAR
Hospital
Medicine
Special needs (glasses.
braces. orthopedic
devices)
Education
Private School $ $ $
Parochial School
College
Religious
Personal
Clothing $ $ Sa $
Food c"300
BarberlHairdresser ~:s-
Credit Payments:
Credit Card
Charge Account
Memberships
Loans
Credil Union $ $ $
Miscellaneous
Household Help $ $ $
Child Care 300
Papers/Books/Magazine to
Entenainment V;
Pay TV 32-~
Vacation 300
Page 4of6
Service Type M
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Income and Expense Stalemem
PACSES Case Number
(Fill in Appropriale ColunID)
EXPENSES WEEK MONTH YEAR
(continued)
Gifts 300
Legal Fees
Charitable Contributions eo
Other Child Suppon
Alimony Payments
Other
$ $ $
TOTAL EXPENSES $ $ $
PROPERTY Ownership *
DESCRlPfION VALUE
OWNED H W J
Checking Accounts $
Savings Accounts
Credit Union
Stocks/Bonds
Real Estate
Ower
TOTAL $
INSURANCE COMPANY POLICY # Coverage ·
H W C
Hospital
Blue Cross
Ower
Medical
Blue Shield
Ower
* H - Husband W - Wife C - Combined J - Joint
Page 5 of6
Service Type M
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Income and Expens~ Stal~m~nt
PACSES Case Number
Coverage.
INSURANCE COMPANY POLICY II H W C
Healthl Accident
Disability Income
Dental
Other
* H - Husband W - Wife C - Combined J - Joint
SUDDlementallncome Statement
a. This form is to be filled out by a person
(I) who operates a business or practices a J,lrofession, or
(2) who is a member of a partnership or jOlllt venture, or
(3) who is a shareholder in and is salaried by a closed corporation or similar entity.
b. Attach to this statement a copy of the followinS documents relating to the partnership, joint
venture. business, profession, corporation or similar entity:
(I) the most recent Federal Income Tax Return, and
(2) the most recent Profit and Loss Statement
c. Name of business:
Address and telephone number:
d. Nature of business (check one)
(I) partnership
(2) joint venture
(3) profession
(4) closed corporation
(5) other
e. Name of accountant, controller or other person in charge of financial records:
f. Annual income from business:
(I) How often is income received?
'(2) Gross income per pay period:
(3) Net income per pay period:
(4) Specified deductions. if any:
Page 6 of 6
Service Type M
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,
v,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
JEFFREY S. KOLODZI,
Plaintiff
PATRICIA A. KOLODZI.
Defendant
NO, 01-2213
IN DIVORCE
CIVIL DIVISION
INVENTORY AND APPRAISEMENT
OF
PATRICIA A. KOLODZI
Defendant files the following Inventory and Appraisement of all property
owned or possessed by either party at the time this action was commenced and all
property transferred within the preceding three years.
Defendant verifies that the statements made in this Inventory and
Appraisement are true and correct.
Defendant understands that false statements herein are made subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Dated: 7-/7-014_
';:';'r'"''
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.
ASSETS OF PARTIES
Defendant marks on the list below those items applicable to the case at bar
and itemizes the assets on the following pages, If an item has been appraised, a copy of
the appraisal report is attached.
(X)
(X)
(X)
(X)
(X)
( )
( )
( )
( )
( )
( )
( )
( )
( )
( )
i""~'~'
.........
( )
( )
(X)
(X)
( )
( )
( )
( )
( )
(X)
1. Real Property
2. Motor Vehicles
3. Stocks, bonds, securities and options
4. Certificates of Deposit
5. Checking Accounts, Cash
6, Savings Accounts, Money Market and Savings
Certificates
7, Contents of safe deposit boxes
8, Trusts
9, Life Insurance policies (indicate face value, cash
surrender value and current beneficiaries)
10. Annuities
11. Gifts
12. Inheritances
13. Patents, copyrights, inventions, royalties
14. Personal property outside the home
15. Business (list all owners, including percentage of
ownership, and officer/director positions held by a
party with company)
16, Employment termination benefits-severance pay,
workman's compensation claim/award
17, Profit sharing plans
18. Pension plans (indicate employee contribution and
date plan vests)
19. Retirement plans, Individual Retirement Accounts
20, Disability payments
21. Litigation claims (matured and unmatured)
22. MilitaryNA benefits
23. Education benefits
24. Debts due, including loans, mortgages held
25. Household furnishings and personalty (include as a
total category and attach itemized list if
distribution of such assets is in dispute)
I!
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Trish
Living Room
Antique table ..,..,.,....,.,.,..,..,..,....,.."..,...,....... 0.00
LLRS ..',.....,.,......,....,.,.....,.,......,..".."..., 170.00
ReA TV , , . . , . . , . . . . , . , . , . . . . , . . , . . , . , . . , . . , . . . , . . . . . . , . . . . . 55.00
Swag light .....,..,.,.,..,.,.,..,..,.,..,......,...,..,...... 8.00
Gun cabinet . . . . , . . . . ' . . . . , . , . . . . , . . . . . , . . . . . . . . , . . . , . . . , . . . 130,00
Floor light, . . , . . . . . , . , . . . . . . , . . . . , . . , . . , . . , . . , . . . , . . , , . . . , . . . . 6,00
Touch light. . , . . . . . , . , . . . . , . . . . . . , . . , . . . . . . . . . . . . , . . . , . . . . , . . . 4,00
A~~..,."....,....,.,.,..,.".,..,..,......,..."....,,,8.00
Fan. . . , . . , . . , . . . . , . . . . , . , . , . . . . . . . . . . , . . , . . , . . . , . . . , , . . . . . , . 4.00
Wall hangings ,..,.,..,.,.,....,.......,..,.."..,...."..... 12.00
Accessories & decorations. . . , . . , . , . . , . . , . . . . , , . . . . . , , . . , , . . . . . , 20.00
Kitchen
Jennair refrigerator, , . , . ,. , . . , . , . . . . . . . . . . , . . , . . , . . , , . . . . . . . . . 235.00
Small appliance . . . . . , . , . , . , . . , . , . . , . . , . . . . . . . . , . . . , . . . . , . . . . , 50.00
Pots & pans . . , . . , . . . . . . . . , . . , . , . . , . . . . , , . . . . . . . . , . . . . , . . . . . , 38.00
Dishes/glasses. . . , . . . . . . . . . . . . . , . ., . . , . , . . . . . . . . . , . . . , . . . . . . , 32.00
Small kitchen accessories. , . . . . . . , . . , . . . . , . . , , . . , . . . , . . , , . . . . . , 18.00
Accessories & decorations. . . , . . , . , . . , . . , . , . . . . . . , . . , , . . , . . . . . . , 18.00
5 pc, dinette . . . . . . . . , . , . , . , . . , . , . . , . . . . . , . , . . . . . . , . . , , . . . . , , , 85.00
Pie safe ..,..,..,..,...,.,..,.,.........."..,...,.",...", 70.00
Bedroom
3 pc. oak bedroom. . . . .. . , . , . .. . , . .. . , . . , . . , . . .. . . , . . .. . . , , . . 415,00
two stands .....,..,.,....,.,..,., , . , . . , . . , . . , . . . , . . , . . . , . . . . . 8,00
Radio/clock/telephone . , . , . . , . , . . , . . . . , . . , . . , . . . . . . , . . , . . , . . . . . 14.00
Table light ..,.......,.,..,.,..,.,.....,..,..,..,...,..,...... 5.00
Vacuum cleaner. , . . . . , . , . . . . , . , , . , . . , . . , . . , . . . . . , . . . . . . , , . . . . 20.00
Accessories & decorations. . . , . , . . . . . . . , . , , . . , . . , . . , , . . , . . , . . . . . 18.00
Basement
Recliner chair. . , . . , . , . . . . , . , . . . . . , . . . . , . . , . . . . . . . . . . , . . . . . , . . 15.00
Organ. . , . . , . . , . . . . , . , . . . . , . . , . . . . , . . , . . . . . , . . . . . . , . . , . . . , , . . 0,00
~fu.."..,..,.,..,.,....,..,.,..,..,.....,...,..,..,...".~.OO
Table light ....,.,..,...,..,....,..,..,..,..'.."..,..,.."... 4.00
Wicker cabinet, . . , . . . . , . . . . . . , . . , . . , . . . . , . . , . . . , . . , . . . , . . , . . . 20.00
Washer ..,..,..,......,.,.......,..,..,..,.."..,..,...... 140.00
Dryer ....,..,..,.,....,.,..,.......,..,..,..,..".....,..., 70.00
Shop vac .........,.,....,.,..,..,..,.,.....,...,...,.,...,. 12.00
Toto snowblower, . . . . , . , . . , . , . . , . . , . . . . , . . . . . , . . . . . . , . . . , . . . , 35,00
Rocking chair , . . , . . . . . . , . , . . . . . . . . . . . . . , . , . . , , . . , . . , . . . , . . . , . 15.00
Folding table ..,..,.,..,.,.,..,....,..,..,..,...".,...,...,. 15.00
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Ladder . . , . . ' . . , . , . . . . , . , . , . . , . . , . , . . , . . , . . , . . . , . . . , . . . . . , . . 60.00
Wheelbarrow, . . , . , . . , . , . , . . . . . . . , . , . . . . . , . . , . . . , . . . . . . . . . , . , 12,00
Weedeater . . ' . . , . . . . , . , . , . . . . , . . . . . . . . . . . . . , . . . , . . . , . . . . . . . , . 5.00
Misc. tools ..',.,..,.,.,..,.,....,.....,.....,...,..."...." 12.00
MISCELLANEOUS
Mortgage pay-off ($87,463.39) $104,800 appraisal, . . . , . . . . . . . , ,. 17,336.61
One-half CD received by wife ...,.............,..........,... 4,247.86
Ford F-150 Truck ...,.,....,.,.".,..,..,..,..,...,.... 4,500.00
Jeffrey
Camcorder. , . . , . , . . , . , . . . . . . , . . , . . . . , . . . . . . . . , . . . . . . . . . , . . . . . 0.00
Howa 270. . , . . , . . . . . . . . . . . . . , . . , . . . . , . . , . . , . . . . . . , . . . . , , . . . 160.00
Pinball .,..,..,..,.,..,.,.,.,..,..,.,..,..........,..."... 135.00
York weight ,..,..,.,..,.,.,....,..,..,.,.."..,...,..."... 150.00
Pool table. . , . . . . . , . , . . , . , . , . . , . , . . , . . , . . . . . , . . , . . . . . . . , , . . . . 65.00
China cabinet. . , . . . . . . . , . , . , . . . . , . . . . . . . . . . . , . . , . . , , . . . . , , . . . 75.00
Honda mower. . . . . , . , . . . . , . , . , . . , .. . . , , . , , . , , . . , . . . . . . . , , . . . . 25.00
Jack stand .,..,..,....,.,.,..,.,..,.....,....."."...""... 5.00
Miscellaneous .,....,."...,.,..,.".,..,.."..,..,....",... 38.00
Pair micro. . , . . , . , . . , . , . . . . , . , . . , . , , . , . . . . . , . . . , . . , , . . . , , . . . . 20.00
Recliner . . . . . , . . , . . , . , . . . . , . , . . , . , . . , . . , . . , . . , . . . , . . . , , . . . . . 55.00
Ruger M66 . . . , . . . . . , . , . , . . . . . . . . . , . . . . . , . . , . . , . . . , . . , , . . . . . 210.00
Pair Baretta ..,..,....,.,.,..,.,.....,.....,."...,..,...." 430.00
Smith & Wesson .,.,..,.,......,....,.....,..,..........,." 275,00
State Police car collection (see attached list) and other
collectibles, Wife may seek separate appraisal ,.."..,...,. Unknown
Chevy corvette ',.,..,...,.".,..,.,..,.....,...,......,.. 4,600.00
Chevy corsica .,.......,...,....,..,..,..,.....".."..,.. 2,000.00
Kawasaki ....,..,.,..,.,.,..,....,..,.....,..".."..". 2,000.00
Firearms (may duplicate the individual pieces valued above) 1 ,000.00
Undistributed
One-half CD (remaining) ,.,.,..,.,..,..,..,..,.."..,....... 4,247,00
PSECU checking .. . , . . . . . . , . , . . , . . , . . , . . , . . . . . , . . . , . . , , . " 1,380.80
Retirement. . ' . . , . . , . , . . . . , . , . . . . . , . , . . , . . , . . . , . . , , . . , , ., 25,862.76
Deferred comp . . , . . , . , . . . . , . , . . , . , , . , , . , . . , . . , , . . . , . , , . ., 18,458.00
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
JEFFREY S. KOLODZI,
Plaintiff
PATRICIA A. KOLODZI,
Defendant
NO. 01-2213
IN DIVORCE
CIVIL DIVISION
PETITION FOR THE PAYMENT OF
ALIMONY AND ATTORNEY'S FEES
SUBSEQUENT TO THE DIVORCE ACTION
1, Petitioner is Patricia A. Kolodzi, the Defendant in the above-captioned
divorce action,
2. Respondent is Jeffrey S. Kolodzi, the Plaintiff in the above-captioned
divorce action.
3, Respondent filed the divorce action on or about April 6, 2001.
4. This divorce has been referred to the Cumberland County Divorce Master
for disposition.
5. Petitioner requests that a claim for permanent alimony and attorney's fees
be considered by the court in conjunction with the granting of the divorce action,
WHEREFORE, Petitioner respectfully requests that claims in reference to
alimony and attorney's fees be considered in conjunction with the granting of divorce in
this action.
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By:
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Respectfully submitted,
O'BRIEN, BARIC & SCHERER
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Robert L. O'Brien, Esquire
Attorney for Petitioner
I.D. # 28351
17 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
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VERI FICA liON
I verify that the statements made in the foregoing Petition for the Payment of
Alimony and Attorney's Fees Subsequent to the Divorce Action are true and correct.
understand that false statements made herein are made subject to the penalties of 18
Pa. C.S. S 4904, relating to unsworn falsification to authorities.
Date: '1-1'1-0;;"
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01- 2213 CIVIL
PATRICIA A. KOLODZI,
Defendant
IN DIVORCE
ORDER OF COURT
AND NOW, this
/2-'t'v day of ~~
2002, th~ economic claims raised in the proceedings having
been resolved in accordance with a property settlement
agreement dated November 26, 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: Ruby D. Weeks
Attorney for Plaintiff
P.J.
Robert L. O'Brien
Attorney for Defendant
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PROPERTY SETTLEMENT AGREEMENT
THIS AGREEMENT, dated the .:2i.rL day of AJr){)(Jln her
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,20R, by and
between Jeffrey S. Kolodzi, residing at 25 South Pitt Street, Apartment 4,
Carlisle, Cumberland County, Pennsylvania, 17013, Social security Number 165-62-
1202, hereinafter called the "Husband", and Patricia A. Kolodzi , residing at 571
F Street, Carlisle, Cumberland County, Pennsylvania, 17013, Social Security
Number 169-60-3159, hereinafter called the "Wife", who agree as follows:
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WIT N E SSE T H :
WHEREAS, the parties are Husband and Wife, having been married on June 17,
1988, in cumberland County, Pennsylvania.
The parties separated December 26,
2000.
WHEREAS, there have been issue of the marriage, to wit: Megan A. Kolodzi,
born 1/16/94 hereinafter referred to as the Child.
WHEREAS, diverse unhappy, and irreconcilable differences, disputes, and
difficulties have arisen between the parties, and it is the intention of Wife and
Husband to live separate and apart for the rest of their natural lives, and the
parties hereto are desirous of settling fully and finally their respective
financial and property rights and' obligations as between each other including,
without limitation by specification: the settling of all matters between them
relating to the ownership and equitable distribution of real and personal
property; the settling of all matters between them relating to the past, present
and future support, alimony 'and/or maintenance of Wife by Husband or of Husband
by Wife; the settling of all matters between them relating to the past, present
and future support and or maintenance of the Child, the implementation of
custody/visitation arrangements for the minor Child if more than one child of the
parties; and in general, the settling of any and all claims and possible claims
by one against the other or against their respective estates.
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NOW THERE,FORE, in consideration of the promises and of the mutual
promises, covenalnts and un'dertakings hereinafter set forth and for other good and
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valuable consideration, receipt of which is hereby acknowledged by each of the
parties hereto, Wife and Husband, each intending to be legally bound hereby,
covenant and agree a's follows:
1. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS
This Agreement shall not be considered to affect or bar the right of Wife
or Husband to a limited or absolute divorce on lawful grounds if such grounds
now exist or shall hereafter exist or to such defense as may be available to
either party. This Agreement is not intended to condone and shall not be deemed
to be a condonation on the part of either party hereto of any act or acts on the
part of the other party which have occasioned the disputes or unhappy differences
which have occurred prior to or which may occur subsequent to the date hereof.
The parties intend to secure a mutual consent, no-fault divorce pursuant to the
terms of Section 3301@ of the Divorce Code of 1980 as amended by Act No. 1990,
206 effective 3-19-91.
2. EFFECT OF DECREE, NO MERGER
It is specifically understood and agreed that the provisions of this
Agreement relating to the equitable distribution of property of the parties are
accepted by each party as a final settlement for all purposes whatsoever.
Should either of the parties obtain a decree, judgment, or order of separation
or divorce in any other state, country, or jurisdiction, each of the parties to
this Agreement hereby consents and agrees that this Agreement and all of its
covenants shall not be affected in any way by any such separation or divorce; and
that nothing in any such decree, judgment, order, or further modification or
revision thereof shall alter, amend or vary any term of this Agreement, whether
or not either or both of the parties should remarry, it being understood by and
between the parties that this Agreement shall survive and shall not be merged
into any decree, judgment, or order of divorce or separation.
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It is further understood that Pennsylvania law provides that "a provision
of an Agreement regarding child support, visitation or custody shall be subject
to modification by the Court upon a showing of changed circumstances".
It is specifically agreed, however, that a copy of this Agreement may be
incorporated, by reference, into divorce judgment or decree. This incorporation,
however, shall not be regarded as a merger, it being the intent of the parties
to permit this Agreement to survive any such
judgment, unless otherwise
specifically provided herein, and for this Agreement to continue in full force
and effect after such time as a final decree in divorce may be entered with
respect to the parties. The parties agree that the terms of this Agreement may
be incorporated into any divorce decree which may be entered with respect to them
for purposes of enforcement only of any provisions therein, but shall survive
such decree.
That is, 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.
Except with regard to child support and child
custody, no court may change the terms of this agreement, and it shall be binding
and conclusive upon the parties.
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 agreetii~;'t signed by both parties expressly stating that this
agreement has been revoked or modified.
3. DISTRIBUTION DATE
The transfer of property, funds and/or documents provided for herein shall
take place simultaneously with the execution of this Agreement.
4. ADVICE OF COUNSEL
The provisions of this Agreement and their legal effect have been fully
explained to the parties by their respective counsel, Ruby D. Weeks, Esquire, for
Husband, and Robert 0' Brien, Esquire for Wife. The parties acknowledge that they
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have received independent legal advice from counsel of their selection and that
they fully understand the facts and have been fully informed as to their legal
rights and obligations and they acknowledge and accept that this Agreement is,
in the circumstances, fair and equitable and that it is being entered into freely
and voluntarily, after having received such advice and with such knowledge and
that execution of this Agreement is not the result of any duress or undue
influence and that it is not the result of any collusion or improper or illegal
&greement or agreements.
5. FINANCIAL OISCLOSURE
The parties confirm that each has relied on the substantial accuracy of the
financial disclosure of the other as an inducement to the execution of this
Agreement.
6. WARRANTY O~ DISCLOSURE
The parties warrant and represent that they have made a full disclosure of
all assets and their valuation prior to the execution of this Agreement. This
disclosure was in the form of an information exchange of information by the
parties' attorneys and this Agreement between the parties is based upon this
disclosure.
7. OBTAINING INFORMATION ON FINANCES
-, '-'E!'achiparty aqknowledges that they .havebeeninformed they may have the
right, as provided by statute and Pennsylvania Rules of Civil Procedure, to
obtain information regarding the parties' finances. Such information would
include, without limitation, their present and past income; and the identity and
value of aSsets both presently owned and transferred previously. Such
information may be obtained by one or more of several methods including
depositions upon oral examination, written interrogatories, production of
documents or entry upon property for inspection. The parties agree to waive any
further discovery.
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8. PERSONAL RIGHTS
Wife and Husband may and shall, at all times hereafter, live separate and
apart. They shall be free from any control, restraint I interference or
authority, direct or indirect, by the other in all respects as fully as if they
were unmarried. They may reside at such place or places as they may select.
Each may, for his or her separate use or benefit, conduct, carryon and engage
in any business, occupation, profession or employment which to him or her may
seem advisable. However, each party shall make best efforts to maintain
employment with comparable benefits and salary as they now hold or for which they
are in training.
9. NO MOLESTATION
Husband and Wife shall not molest or interfere with each other, nor shall
either of them attempt to compel the other to cohabit or dwell with her or him,
by any means whatsoever. Neither party shall harass or be verbally or
physically abusive to the other.
10. MUTUAL RELEASES
Husband and Wife each do hereby mutually remise, release, quitclaim and
forever discharge the other and the estate of such other, for all time to come,
and' for" all purposes whatsoever , of and h;om any and a,ll rj.ghts, title :and
interest, or claims in or against the property (including income and gain from
property hereafter accruing) of the other or against the estate of such other,
of whatever nature and wheresoever situate, which he or she now has or at any
time hereafter may have against such other, the estate of such other or any part
thereof, whether arising out of any former acts, contracts, engagements or
liabilities of such other or by way of dower or curtesy, or claims in the nature
of dower or curtesy or widow's or widower's rights, family exemption or similar
allowance', or under the intestate laws, or the right to take against the spouse's
Will; or the right to treat a lifetime conveyance by the other as te,stamentary,
or all other rights of a surviving spouse to participate in a deceased spouse's
estate, whether arising under the laws of (a) Pennsylvania, (b) any State,
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Commonwealth or territory of the United States, or @ any other country, or any
rights which either party may have or at any time hereafter have for past,
present or future support or maintenance, alimony, alimony pendente lite, counsel
fees, equitable distribution, costs or expenses, whether arising as a result of
the marital relation or otherwise, except, and only except, all rights and
agreements and obligations of whatsoever nature arising or which may arise under
this Agreement or for the breach of any thereof. It is the intention of Husband
and Wife to give to each other by the execution of this Agreement a full,
complete and general release with respect to any and all property of any kind or
natu:ce, real, personal or mixed, which the other now owns or may hereafter
acquire, except and only except all rights and agreements and obligations of
whatsoever nature arising or which may arise under this Agreement or for the
breach of any thereof.
11. ~QUITABLE DISTRIBUTION OF PROPERTY
It is specifically understood and agreed that this Agreement constitutes
an equitable distribution of property, both real and personal, which was legally
and peneficially acquired by Husband and Wife or either of them during the
marriage, as contemplated by The Act of April 2, 1980 (P.L. 63, No. 26) known
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as "The Divorce Code," 23 P.S. 3101 et. seq. of the
Commonwealth of
Pennsylvania.
And further, that the parties have attempted to divide their marital
property in a manner which conforms to the criteria set forth in 3502 of the
Penn$yl vania Divorce Code, and taking into account the following considerations:
the length of the marriage, the prior marriages of the parties; the age, health,
station, amount and sources of income, vocational skills, employability, estate,
liabilities and needs of each of the parties; the contribu~ion of one party to
the education, training, or increased earning power of the other party; the
opportunity of each party for future acquisition of capital assets and income;
the sources of income of both parties, including but not limited to medical,
retirement, insurance or other benefits; the contribution or dissipation of each
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party in the acquisition, preservation, depreciation, or appreciation of marital
property, including the contribution of a party as a homemaker; the value of the
property set apart to each party; the standard of living of the parties
established during the marriage; and the economic circumstances of each party at
the time the division of property is to become effective. By this agreement wife
is receiving 85% of the marital property; the Husband 15%.
12. DISTRIBUTION OF PROPERTY:
GENERAL:
(1) Husband hereby waives all interest in wife's property including
but not limited to all accounts, certificates of deposit and securities.
(2) Wife hereby waives all interest in Husband's property
including but not limited to all accounts, certificates of deposit, and
securities.
(3) Husband and Wife agree that Husband shall pay all costs,
including attorney fees, of transferring any property necessary to be
titled from joint ownership to that of either party.
Motor Vehicles:
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With respect to the motor vehicles owned by one or both of the,
parties, they agree as follows:
(a) The 1976 Chevy Corvette titled jointly, shall become and remain
the sole and exclusive property of the Husband. There is no debt on this
vehicle.
(b) The 1992 Chevy Corsica, titled to Husband, shall become and
remain the sole and exclusive property of the Husband. There is no loan
on this vehicle.
@ The Kawasaki Motorcycle, titled jointly, shall become and remain
the sole and exclusive property of the Husband. There is no loan on this
vehicle.
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(d) The 1992 F150 Ford Truck , titled jointly, shall become and
remain the sole and exclusive property of the Wife. There is no loan on
this vehicle.
(4) The parties have previously deeded the marital residence located
at 571 "F" Street, Carlisle, Cumberland County, pennsylvania, to the wife,
who has refinanced the mortgage in her sole name.
The equity in this
residence is $17,336.00.
(5) The wife shall also receive the PESCU CD valued at $8214.00 as
of January 31, 2001 with interest thereon; the PESCU checking account,
$1380.00, as well as personal property presently in her, possession
totaling $1885.00 in value, including an antique table.
(6) Husband shall receive the personal property in his possession
totaling $1998.00 including a camcorder and his collections of guns and
state police cars and other memorabilia.
13. FILING INVENTORIES AND APPRAISEMENT
The parties further acknowledge their understanding that they each have
filed Inventories and Appraisement with the Court and that this matter is
presently before the Master. Such Inventories and Appraisement require a party
to indicate, under oath, information regarding all marital property in which
either party has an interest as of the date the action was commenced. Fully
knowing the same, each party nonetheless waives their respective rights to
request additional discovery be conducted, to file Inventories and Appraisement
with the Court, or to require the other party to do so.
14. AFTER-ACQUIRED PERSONAL PROPERTY
Each of the parties shall hereafter own and enjoy, independently of any
claim or right of the other, all items of personal property, tangible and
intangible, subsequently acquired by the other party.
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15. SUBSEQUE~ PERSONAL DEBTS:
Husband and Wife agree from time of the signing of this Agreement that each
party shall be responsible for their own debts and hold each other harmless from
same.
16. FUTURE DEBTS:
Husband and Wife hereby mutually agree that subsequent to the execution of
this Agreement neither party shall incur any debts which will obligate the other
to make payment for same. Husband and Wife hereby acknowledge that there are no
outstandingbil1ls or other indebtedness which have been incurred by either for
the liability of the other, and both parties hereby covenant and agree, that
neither shall ~ave any financial obligation to pay any financial obligations
which are solely the financial obligation of the other and which have been
contracted by either party solely for their own benefit and without the knowledge
or consent of the other party. ,Husband and Wife further agree that they will
indemnify the other from any and all claims or demands made against the other by
reason."of any debts or obligations contracted in violation of this Agreement'.
17. WARRANTY AS TO EXISTING OBLIGATIONS:
Each party represents that they have not heretofore incurred or contracted
for any debt or liability or obligation for which the estate of the other party
may be responsible or liable except as may be provided for' in this Agreement.
Each party agrees to indemnify or hold the other party harmless from and against
any and all such debts, liabilities or obligations of every kind which may have
heretofore been incurred by them, including those for necessities, except for
the obligations arising out of this Agreement.
18. WARRANTY AS TO FUTURE OBLIGATIONS:
Wife and Husband each covenant, warrant, represent and agree that each will
now and at all times hereafter save harmless and keep the other indemnified from
all debts, charges and liabilities incurred by the other after the execution
date of this Agreement, except as may be otherwise specifically provided for by
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the terms of this Agreement and that neither of them shall hereafter incur any
liability whatsoever for which the estate of the other may be liable.
19. PAYMENT OF SPECIFIED OBLIGATIONS:
There are no outstanding marital debts.
20. ASSUMPTION OF LIABILITIES.
This provision sets forth the method for the payment and assumption of the
debts and liabilities of the parties. since the assumption is not binding on the
creditor, the party assuming the debt agrees to indemnify the other party in the
event the creditor seeks to hold such other party liable.
should the parties
wish to bind the creditor and relieve the original debts from all liability, a
novation should be executed.
21. WAIVER OF SPOUSA~. SUPPORT. ALIMONY PENDENTE LITE. AND ALIMONY
The parties herein acknowledge that by this Agreement they have each
respectively secured and maintaine,d a substantial and adequate fund with which
to provide themselves sufficient financial resources to provide for their
comfort, maintenance and support, in the station of life in which they are
accustomed. Wife and Husband do hereby waive, release and give up any rights
they may respectively have against the other for alimony, alimony pendente lite,
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support or maintenance. It shall be from the date of this Agreement the sole
responsibility of each of the respective parties to sustain themselves without
seeking any support from the other party.
22. RETIREMENT FUNDS
A. The Husband, who has been employed by The Pennsylvania State Police,
Carlisle, Pennsylvania, has accumulated benefits in his .retirement account. It
is agreed by the parties that the Wife shall receive via a QDRO $26,129.00 of
Husband's retirement benefits.
B. It is also agreed that the deferred compensation account Husband has
with his employer shall also be divided by QDRO so that the Wife shall receive
$18,191.00 from that account
C. The Wife, who is not employed does not have any retirement benefits.
D. The wife shall solely bear any tax consequences resulting from her
actions with regard to Paragraph A&B above upon transfer of these amounts by
Qualified Domestic Relations Order to her.
E. The parties agree to sign the necessary Domestic Relations Stipulations
in order to effectuate these transfer of funds.
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23. LIFE INSURANCE
The parties warrant and represent that they shall name the Child as
irrevocable beneficiaries for as long as they have a duty of support, 9n any
policies of insurance on their lives now or in the future. Each party warrants
that they have not made and will not make any loans or assignments under such
policies, and will not cancel or surrender such policies. Upon the other's
request, either party shall execute any document necessary to effect a conversion
or select an option under any such policy. Both parties agree to make payment
of premiums on the policies on their individual lives so as to continue said
coverage as long as each Child is owed a duty of support.
24. DIVORCE
Husband and Wife agree that Husband has filed a Complaint in divorce
seeking a divorce on the basis of mutual consent. Husband and Wife both agree
that both parties will execute the required Affidavits of Consent to be filed
with the Court to allow the Court to grant a divorce on the basis of mutual
consent. Each party agrees to pay their own counsel fees, costs, and expenses
incident to obtaining the aforesaid divorce.
AND the parties hereto state and agree that this Agreement shall not in any
way be construed as a collusive agreement.
25. ATTORNEY FEES, COSTS & EXPENSES
The parties agree to waive receipt of and to be responsible for their own
attorney fees, costs and expenses in connection with the negotiation and
preparation of this Agreement and the granting of a divorce decree.
26. BREACH OF AGREEMENT
If either party fails in the due performance of obligations under this
Agreement at their election, the non-breaching party shall have the right to sue
for damages for breach of this Agreement or to rescind same and seek such legal
remedies as may be available to them. The breaching party will be responsible
for actual legal fees and costs incurred by the non-breaching party necessary to
the enforcement of this Agreement.
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27. LAW OF PENNSYLVANIA APPLICABLE
This Agreement shall be construed in accordance with the laws of the
Commonwealth of pennsylvania which are in effect as of the date of execution of
this Agreement.
28. AGREEMENT BINDING ON HEIRS
This Agreement shall be binding and shall inure to the benefit of the
parties hereto and their respectiye heirs, executors, administrators, successors
and assigns.
29. SEVERABILITY
If any term, condition, clause or provision of this Agreement shall be
determined or declared to be void or invalid in law or otherwise, then only that
term, condition, clause or provision shall be stricken from this Agreement and
in all other respects this Agreement shall be valid and continue in full force,
effect and operation. Likewise, the failure of any party to meet her or his
obligations under anyone or more of the paragraphs herein, with the exception
of the satisfaction of the conditions precedent, shall in no way avoid or alter
the remaining obligations of the parties.
30. lNTEGRATION
This Agreement constitutes the entire understanding of the parties and
supersedes any and all prior agreements and negotiations between them. There are
no representations or warranties other than those expressly set forth herein.
31. NO WAIVER OF DEFAULT
This Agreement shall remain in full force and effect unless and until
terminated under and pursuant to the terms of this Agreement. The failure of
either party to insist upon strict performance of any of the provisions of this
Agreement shall in no way affect the right of such party hereafter to enforce
the same, nor shall the waiver of any breach of any provision hereof be
construed as a waiver of any subsequent default of the same or similar nature,
nor shall it be construed as a waiver of any subsequent default of the same or
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similar nature, nor shall it be construed as a waiver of strict performance of
any other obligations herein.
32. WAIVER OR MODIFICATION TO BE IN WRITING
No modification or waiver of any of the terms hereof shall be valid unless
in writing and signed by both parties and no waiver of any breach hereof or
default hereunder shall be deemed a waiver of any subsequent default of the same
or similar nature.
33. SUBSEQUENT DIVORCE
It is contemplated that Husband will proceed with a complaint in Divorce
against Wife in the near future. Husband and Wife each agree to sign an
Affidavit of Consent and an Affidavit waiving counseling to be filed in said
divorce action. In the event such divorce action is concluded, Wife shall be
entitled to receive a copy of the Decree in Divorce for the normal fee charged
by the Prothonotary and shall not be assessed any costs of the proceeding, except
as previously agreed to herein in Paragraph 25. In the event such divorce action
is concluded, the parties shall be bound by all the terms of this Agreement,
which shall not be incorporated by reference into the Divorce Decree, and this
Agreement shall not be merged in such Decree, but shall in all respects survive
the same and be forever binding and conclusive upon the parties.
34. MUTUAL COOPERATION
Each party shall, at any time and from time to time hereafter, take any and
all steps and execute, acknowledge and deliver to the other party any and all
further instruments and/or documents that the other party may reasonably require
for the purpose of giving full force and effect to the provisions of this
Agreement.
35. AGREEMENT BINDING ON HEIRS
This Agreement shall be binding and shall inure to the benefit of the
parties hereto and their respective heirs, executors, administrators, successors
and assigns.
.1'.., "_
.
36. OTHER DOCUMENTATION
Wife and Husband covenant and agree that they will forthwith (and within
at least ten (10) days after demand therefore) execute any and all written
instruments, assignments, releases, satisfactions, deeds, notes, or such other
writings as may be necessary or desirable for the proper effectuation of this
Agreement, and as their respective counsel shall mutually agree should be so
executed in order to carry out fully and effectively the terms of this Agreement.
37. INTERDEPENDENCY
The parties agree that the separate obligations contained in this agreement
shall be deemed to be interdependent. If any terms, conditions, clause or
provision of this agreement shall be determined by a court of competent
jurisdiction to be invalid or unenforceable, then the parties agree that the
agreement may be reviewed and renegotiated in order to fulfill as closely as
possible the purpose of the invalid provision. Notwithstanding any releases
contained herein, the parties intend that they may reinstate previously pleaded
economic claims to the extent permitted by the Divorce Code.
38. BANKRUPTCY
In the event that either party becomes a debtor in any bankruptcy or
financial reorganization proceedings of any kind while any obligations remain to
be performed by that party for the benefit of the other party pursuant to the
provisions of this Agreement, the debtor spouse hereby waives, releases and
relinquishes any right to claim any exemption (whether granted under state or
federal law) to any property remaining in the debtor as a defense to any claim
made pursuant hereto by the creditor-spouse, and the debtor-spouse hereby
assigns, transfers, and conveys to the creditor-spouse an interest in all of the
debtor'S exempt property sufficient to meet all obligations to the creditor-
spouse as set forth herein, including all attorneys' fees and costs incurred in
the enforcement of this Paragraph or any other provision of this Agreement.
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No obligation created by this Agreement shall be discharged or
dischargeable, regardless of federal or state law to the contrary, and each party
waives any and all right to assert that any obligation hereunder is discharged
or dischargeable.
39. HEADINGS NOT PART OF AGREEMENT
Any headings preceding the text of the several paragraphs and subparagraphs
hereof are inserted solely for convenience of reference and shall not constitute
a part of this Agreement nor shall they affect its meaning, construction or
effect.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the
day and year first above written.
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Witness
Wi~~
COMMONWEALTH OF PENNSYLVANIA
'ss
COUNTY OF CUMBERLAND
On this, the
day of
, 20____1 before me, a Notary
Public, the undersigned officer, personally appeared Jeffrey S. Kolodzi, known
to me to be the person whose name is subscribed to the within Property Settlement
Agreement; and acknowledged that he executed the same for the purposes therein
contained.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On this, the ____ day of
, 19_, before me_, a Notary
Public, the undersigned officer, personally appeared Patricia A. Kolodzi, known
to me tO,be the person whose name is subscribed to the within ,Property Settlement
Agreement, and acknowledged that she executed the same for the purposes therein
contained.
Notary Public
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JEFFREY S. KO~ODZI,
Plaintiff
IN THE COURT OF COMMON P~EAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vS.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 330l(c) of the Divorce Code was filed
on April 16, 2001.
2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety
(90) days have elapsed from the date of filing and service of the
Complaint.
3. I consent to the entry of a final decree of divorce after service of
notice of intention to request entry of the decree.
4. I understand that I may lose rights concerning alimony , division of
property I lawyer 1 s fees or expenses if I do not claim them before a
divorce is granted.
I verify that the statements made in this Affidavit are true and correct.
I understand that false statements herein are made subject to the penalties of
18 Pa. C.S. ~4904 relating to unsworn falsification to authorities.
Dated:-1J{"v. 2(;.2002
,
Sworn and subscribed to
before me this ~ day
of NOVPrnhl'/ ,200.2
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JEFFREY S. KOLODZI,
Plaintiff
IN TaE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER S 3301 (el 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, lawyer1s 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. S 4904 relating to unsworn falsification to authorities.
Date:
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JEFFREY S. KOLODZI,
Plaintiff
VB.
PATRICIA A. KOLODZI,
Defendant
,IAN 0 8 2003 ~
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
IN DIVORCE
NO.2213
CIVIL TERM 2001
ORDER
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AND NOW, this If) day of
Stipulation and Agreement dMsiI
merged into this Order of Court.
cc: ../'Ruby D. Weeks, Esquire
/Robert O'Brien, Esquire
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JEFFREY S. KOLODZI.
IN THE COURT OF COMMON PLEAS OF
Plaintiff
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
STIPULATION FOR ENTRY OF "DOMESTIC RELATIONS ORDER"
AND NOW, this ;Of, ~
day of ~~-<:" n'l>vc ' 2002, the parties
Jeffrey S. Kolodzi, Plaintiff, Patricia A. Kolodzi, Defendant, do hereby Agree and Stipulate as
follows:
1. The Plaintiff, Jeffrey S. Kolodzi, (hereinafter referred to as "Member") is a member of
the Commonwealth of Pennsylvania, State Employees' Retirement System (hereinafter
referred to as "SERS").
2. SERS, as a creature of statue, is controlled by the State Employees' Retirement Code,
71 Pa. C.S. S 5101-5956 ("Retirement Code").
3. Members date of birth is May II, 1965, and his social security number is 165-62-
1202.
4. The Defendant, Patricia A. Kolodzi, (hereinafter referred to as "Alternate Payee") is
the former spouse of Member. Alternate Payee's date of birth is April 16, 1966 and her
social security number is 169-60-3159.
5. Member's last known mailing address is:
711 N. Pitt Street, Carlisle, PA 17013
6. Alternate Payee's current mailing address is:
571 "F" Street, Carlisle, PA 17013
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It is the responsibility of Alternate Payee to keep a current mailing address on file with
SERS at all times.
7. The marital property component of Member's retirement benefit equals: $26129.00
8. Member's retirement benefit is defined as all monies paid to or on behalf of Member
by SERS, including any lump sum withdrawals or scheduled or ad hoc increases, but
excluding the disability portion of any disability annuities paid to Member by SERS as a
result of a disability which occurs before the Member's marriage to Alternate Payee or
after the date ofthe Member and Alternate Payee's final separation. Member's
retirement benefit does not include any deferred compensation benefits paid to Member
by SERS. The equitable distribution portion of the marital property component of
Member's retirement benefit, as set forth in Paragraph Seven (7), shall be payable to
Alternate Payee and shall commence as soon as administratively feasible on or about the
date the Member actually enters pay status and SERS approves a Domestic Relations
Order incorporating this Stipulation and Agreement, whichever is later.
9. Member hereby nominates Alternate payee as an irrevocable beneficiary to the extent
of Alternate Payee's equitable distribution portion of Member's retirement benefit for
any death benefits payable by SERS. This nomination shall become effective upon
approval by the Secretary of the Retirement Board, or his authorized representative, of
any Domestic Relations Order incorporating this Stipulation and Agreement. The
balance of any death benefit remaining after the allocation of Alternate Payee's equitable
distribution portion ("Balance") shall be paid to the beneficiaries named by Member on
the last Nomination of Beneficiaries Form filed with the Retirement Board prior to
Member's death.
a. If the last Nomination of Beneficiaries Form filed by Member prior to Member's
death (a) predates any approved Domestic Relations Order incorporating this
Stipulation and Agreement, and (b) names Alternate Payee as a beneficiary, then:
(I) the terms of the Domestic Relations Order shall alone govern Alternate
Payee's share of any death benefit, and (2) for purposes of paying the Balance via
the last Nomination of Beneficiaries Form filed with the Retirement Board prior
to Member's death, Alternate payee shall be treated as if Alternate Payee
predeceased Member. No portion of the Balance shall be payable to Alternate
Payee's estate.
b. In addition, Member shall execute and deliver to Alternate Payee an
authorization, in a form acceptable to SERS, which will authorize SERS to
release to Alternate Payee all relevant information concerning Member's
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retirement account. Alternate payee shall deliver the authorization to SERS
which will allow the Alternate Payee to check that she has been and continues to
be properly nominated under this paragraph.
10. The term and amounts ofmember's retirement benefits payable to the Alternate
Payee after SERS approves a Domestic Relations Order incorporating this Stipulation
and Agreement is dependent upon which option (s) is (are) selected by Member upon
retirement. Member and Alternate Payee expressly agree that:
Member may select any retirement option offered by SERS under the Retirement Code at
the time Member files an Application for Retirement Allowance with SERS.
11. Alternate Payee may not exercise any right, privilege or option offered by SERS.
SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid
to each.
12, In the event of the death of Alternate Payee prior to receipt of all of her payments
payable to her from SERS under this Order, any death benefit or retirement benefit
payable to Alternate Payee by SERS shall:
Be paid to Alternate Payee's Estate to the extent of Alternate Payee's equitable
distribution portion of Member's retirement benefit as set forth in Paragraphs Seven
through Nine.
13. In no event shall Alternate Payee have greater benefits or rights other than those that
are available to Member. Alternate Payee is not entitled to any benefit not otherwise
provided by SERS. The Alternate Payee is only entitled to the specific benefits offered
by SERS as provided in this Order. All other rights, privileges and options offered by
SERS not granted to Alternate Payee by this Order are preserved for Member.
14, Is is specifically intended and agreed by the parties hereto that this Order:
(a) Does not require SERS to provide any type of benefit, or any option, not otherwise
provided under the Retirement Code;
(b) Does not require SERS to provide increased benefits (determined on the basis of
actuarial value) unless increased benefits are paid to Member based upon cost of living or
increases based on other than actuarial values.
15. The parties intend and agree that the terms of this Stipulation and Agreement shall be
approved, adopted and entered as a Domestic Relations Order.
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16, The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain
jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and
Agreement, but only for the purpose of establishing it or maintaining it as a Domestic
Relations Order; provided, however, that no such amendment shall require SERS to
provide any type or form of benefit, or any option not otherwise provided by SERS, and
further provided that no such amendment or right of the Court to so amend will invalidate
this existing Order.
17. Upon entry as a Domestic Relations Order, a certified copy of the Domestic
Relations Order and this Stipulation and Agreement and any attendant documents shall
be served upon SERS immediately. The Domestic Relations Order shall take effect
immediately upon SERS approval and SERS approval of any attendant documents and
then shall remain in effect until further Order of Court.
WHEREFORE, the parties, intending to be legally bound by the terms of this
Stipulation and Agreement, do hereunto place their hands and seals.
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amtrff/Member
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Attorney for Plaintiff/Member
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'Date
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Defendant! Alternate Payee
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Date
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Robert O'Brien, Esquire
Attorney for Defendant! Alternate Payee
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Date
cc: Ruby D. Weeks, Esquire
Robert O'Brien, Esquire
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JAN 0 8 2003 \S'
JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO. 2213
CIVIL TERM 2001
ORDER
AND NOW, this 10 ~ day of -b /lrJ '0 , 20{l,j, the attached
Stipulation and Agreement dated I A - J."~f the parties in this case is incorporated, but not
merged into this Order of Court.
J.
cc:
Ruby D. Weeks, Esquire
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Robert O'Brien, Esquire
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JEFFREY S. KOLODZI,
IN THE COURT OF COMMON PLEAS OF
Plaintiff
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
STIPULATION FOR ENTRY OF "DOMESTIC RELATIONS ORDER"
AND NOW, this J,..~ ~ day of 'blCEh..61/t. ,2002, the parties
Jeffrey S, Kolodzi, Plaintiff, Patricia A. Kolodzi, Defendant, do hereby Agree and Stipulate as
follows:
I. The Plaintiff, Jeffrey S. Kolodzi, (hereinafter referred to as "Member") is a member of
the Commonwealth of Pennsylvania, State Employees' Retirement System (hereinafter
referred to as "SERS").
2. Members date of birth is May 11, 1965, and his social security number is 165-62-
1202,
3. The Defendant, Patricia A. Kolodzi, (hereinafter referred to as "Alternate Payee") is
the former spouse of Member. Alternate Payee's date of birth is April 16, 1966 and her
social security number is 169-60-3159.
4. Member's last known mailing address is:
711 N. Pitt Street, Carlisle, P A 17013
5. Alternate Payee's current mailing address is:
571 "F" Street, Carlisle, P A 17013
6. This Order is made pursuant to State domestic relations law and relates to the
provision of marital properly rights to the Alternate Payee who is or was the spouse of
the Participant. This Order creates or recognizes the existence of the right of the
Alternate Payee to receive a portion ofthe Participant's Deferred Compensation.
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7. Definitions:
For the purposes of this Order, each term below has the meaning stated by this part.
"Administrative Service Agency" means CitiStreet Associates LLC or the other person
contracted by the Plan Administrator to provide services regarding the Plan.
"Alternate Payee" means Patricia A. Kolodzi ,571 "F" Street, Carlisle, PA 17013 who
certifies that is/her Social Security Number is 169-60 -3159 and that her date of birth is
April 16, 1966.
"Order" means this document when properly entered as an Order of a court having
jurisdiction over both the Participant and the Alternate Payee.
"Participant" means Jeffrey S. Kolodzi, 711 N. Pitt Street, Carlisle, PA 17013 who
certifies that his Social Security Number is 165-62-1202 and that his date of birth is
May II, 1965.
"Plan" means the Deferred Compensation Plan for Officers and Employees ofthe
Commonwealth of Pennsylvania.
"Plan Administrator" means the Pennsylvania State Employees' Retirement Board, an
independent administrative board of the Commonwealth of Pennsylvania.
"Separate Plan Account" means the sub-account of the Participant's Plan Account that
the Plan Administrator causes to be maintained for the benefit of the Alternate Payee
consistent with this Order.
All other capitalized terms have the meaning provided by the Plan.
8. Nothing in this Order shall restrict the Participant's rights to obtain a Distribution
under the Plan or to designate a Beneficiary under the Plan with respect to the portion of
his/her Plan Account other than the Alternate Payee's Separate Plan Account.
9. Tax Treatment
Nothing in this Order states any provision concerning either party's tax treatment, and
nothing in the Order directs any person's tax reporting or withholding.
Each of the Participant and the Alternate Payee affirms that the Service Provider has not
given him or her any tax advice or any tax information other than the notice described in
the following paragraph.
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10, Eligible Rollover Distribution/Tax Notice
The Alternate Payee affirms her receipt of the notice given as pages 5-11 following this
Order.
11. General Provisions and Restrictions
A. The Plan Administrator and the Service Provider and any person subject to the
direction of either of them shall not apply any provision that would require the Plan
Administrator or the Service Provider to compute the amount to be directed to the
Alternate Payee's separate sub=Account in a manner not readily determinable by the
Service Provider according to its currently available records and without regard to any
records for any accounting period that is an account stated or otherwise settled by the
application of the Plan.
B. When establishing the Alternate Payee's Separate Plan Account, the Plan
Administrator shall first redeem amounts pro rata from all investment options other than
life insurance held for the Participant's Plan Account, and shall redeem amounts from a
life insurance contract only if necessary to obtain the amount that this Order provides for
the Alternate Payee.
C. The Plan Administrator shall not allocate any portion of a participant loan receivable
to the Alternate Payee's Separate Plan Account.
D. If the Alternate Payee receives a Confirmation or Account statement that shows the
amount of the Participant's Plan Account directed to the Alternate Payee's Separate Plan
Account and the Alternate Payee does not object within the time specified by the Plan for
objections to an Account, the amount provided is an account stated as to the Alternate
Payee to the fullest extent provided by the Plan and further shall be a correct division
consistent with this Order.
12. Upon its determination that this Order is a Plan-approved Domestic Relations Order,
the Service Provider shall set apart $18,191.00 from the Participant's Plan Account and
direct that amount into a Separate Plan Account in the Alternate Payee's name.
13. After the division provided by the preceding paragraph, the Plan's charge ($250.00)
for processing this Order shall be charged one-half ($125.00) against the Alternate
Payee's Separate Plan Account and one-half ($125.00) against the Participant's
remaining Account.
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14. After the Alternate Payee's Separate Plan Account is established, the Alternate
Payee shall direct investment of her Separate Plan Account according to the Plan's
provisions and procedures.
15. The Alternate Payee's Separate Plan Account shall not receive an allocation of any
contributions or credits made by the Participant or any employer.
16. Once the Alternate Payee's Separate Plan Account is established, the Alternate
Payee becomes entitled to a Distribution of her Separate Plan Account. The Alternate
Payee may elect any Distribution and Payout Option that meets all requirements of the
Plan. To elect a Distribution, the Alternate Payee shall file with the Service Provider a
written claim according to the Plan's provisions and procedures.
17. Any rights not paid before the Alternate Payee's death shall be available to the duly
appointed and then-currently serving Personal Representative of the Alternate Payee's
estate.
18. On and after the date of establishment ofthe Alternate Payee's Separate Plan
Account, the Participant shall have no further right or interest in the portion of
Participant's Plan Account that is properly directed to the Alternate Payee's Separate
Plan Account; and the Alternate Payee shall have no right or interest in the portion of the
Participant's Plan Account that is not directed to the Alternate Payee's Separate Plan
Account.
19. The Alternate Payee's Separate Plan Account shall bear all fees and expenses as
though the Alternate Payee were a Participant.
20. This Order cannot require this Plan to provide increased Deferred Compensation.
21. Any Distribution to the Alternate Payee becomes available only upon the Alternate
Payee's written claim made to the Plan Administrator or the Service Provider.
22. This Order shall not require this Plan to provide any type or form of benefit or any
option not otherwise provided under this Plan.
23. Any provision of this Order that would have the effect or requiring any Distribution
to or Separate Plan Account for an Alternate Payee of Deferred Compensation that is
required to be paid or payable to another person under any other court order is void.
24. If this Order provides for more than one Alternate Payee, this entire Order is void.
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25. Any provision that would permit the Alternate Payee to designate any beneficiary for
any purpose is void.
26. The Plan Administrator may assume that the Alternate Payee named by the Order is
a proper payee and need not inquire into whether the person named is a spouse or former
spouse of the Participant.
27. The attorney for the Alternate Payee shall furnish this Order tot he Service Provider.
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RECEIVED OCT 18 zoo, 1'1
JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
ORDER
AND NOW, this I~ day of 0 ~
, 2oDf': the attached
Stipulation and Agreement dated II.~ .d~ofthe parties in this case is incorporated, but not
merged into this Order of Court.
J.
cc: Ruby D. Weeks, Esquire
Robert O'Brien, Esquire
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JEFFREY S. KOLODZI,
IN THE COURT OF COMMON PLEAS OF
plaintiff
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
STIPULATION FOR ENTRY OF "DOMESTIC RELATIONS ORDER"
/~ dayof 0 e-foi ve.
, 20o:t(the parties
AND NOW, this
Jeffrey S. Kolodzi, Plaintiff, Patricia A. Kolodzi, Defendant, do hereby Agree and Stipulate as
follows:
1. The Plaintiff, Jeffrey S. Kolodzi, (hereinafter referred to as "Member") is a member of
the Commonwealth of Pennsylvania, State Employees' Retirement System (hereinafter
referred to as "SERS").
2. SERS, as a creature of statue, is controlled by the State Employees' Retirement Code,
71 Pa. C.S, S 5101-5956 ("Retirement Code").
3. Members date of birth is May 11, 1965, and his social security number is 165-62-
1202.
4. The Defendant, Patricia A. Kolodzi, (hereinafter referred to as "Alternate Payee") is
the former spouse of Member. Alternate Payee's date of birth is April 16, 1966 and her
social security number is 169-60-3159.
5. Member's last known mailing address is:
711 N. Pitt Street, Carlisle, PA 17013
6, Alternate Payee's current mailing address is:
571 "F" Street, Carlisle, PA 17013
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It is the responsibility of Alternate Payee to keep a current mailing address on file with
SERS at all times.
7, The marital property component of Member's retirement benefit equals: $26129.00
8. Member's retirement benefit is defined as all monies paid to or on behalf of Member
by SERS, including any lump sum withdrawals or scheduled or ad hoc increases, but
excluding the disability portion of any disability annuities paid to Member by SERS as a
result of a disability which occurs before the Member's marriage to Alternate Payee or
after the date ofthe Member and Alternate Payee's final separation. Member's
retirement benefit does not include any deferred compensation benefits paid to Member
by SERS. The equitable distribution portion of the marital property component of
Member's retirement benefit, as set forth in Paragraph Seven (7), shall be payable to
Alternate Payee and shall commence as soon as administratively feasible on or about the
date the Member actually enters pay status and SERS approves a Domestic Relations
Order incorporating this Stipulation and Agreement, whichever is later.
9. Member hereby nominates Alternate payee as an irrevocable beneficiary to the extent
of Alternate Payee's equitable distribution portion of Member's retirement benefit for
any death benefits payable by SERS. This nomination shall become effective upon
approval by the Secretary of the Retirement Board, or his authorized representative, of
any Domestic Relations Order incorporating this Stipulation and Agreement. The
balance of any death benefit remaining after the allocation of Alternate Payee's equitable
distribution portion ("Balance") shall be paid to the beneficiaries named by Member on
the last Nomination of Beneficiaries Form filed with the Retirement Board prior to
Member's death.
a. If the last Nomination of Beneficiaries Form filed by Member prior to Member's
death (a) predates any approved Domestic Relations Order incorporating this
Stipulation and Agreement, and (b) names Alternate Payee as a beneficiary, then:
(1) the terms of the Domestic Relations Order shall alone govern Alternate
Payee's share of any death benefit, and (2) for purposes of paying the Balance via
the last Nomination of Beneficiaries Form filed with the Retirement Board prior
to Member's death, Alternate payee shall be treated as if Alternate Payee
predeceased Member. No portion of the Balance shall be payable to Alternate
Payee's estate.
b. In addition, Member shall execute and deliver to Alternate Payee an
authorization, in a form acceptable to SERS, which will authorize SERS to
release to Alternate Payee all relevant information concerning Member's
2
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retirement account. Alternate payee shall deliver the authorization to SERS
which will allow the Alternate Payee to check that she has been and continues to
be properly nominated under this paragraph.
10" The term and amounts ofrnember's retirement benefits payable to the Alternate
Payee after SERS approves a Domestic Relations Order incorporating this Stipulation
and Agreement is dependent upon which option (s) is (are) selected by Member upon
retirement. Member and Alternate Payee expressly agree that:
Member may select any retirement option offered by SERS under the Retirement Code at
the time Member files an Application for Retirement Allowance with SERS"
11. Alternate Payee may not exercise any right, privilege or option offered by SERS.
SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid
to each.
12. In the event of the death of Alternate Payee prior to receipt of all of her payments
payable to her from SERS under this Order, any death benefit or retirement benefit
payable to Alternate Payee by SERS shall:
Be paid to Alternate Payee's Estate to the extent of Alternate Payee's equitable
distribution portion of Member's retirement benefit as set forth in Paragraphs Seven
through Nine.
13. In no event shall Alternate Payee have greater benefits or rights other than those that
are available to Member. Alternate Payee is not entitled to any benefit not otherwise
provided by SERS. The Alternate Payee is only entitled to the specific benefits offered
by SERS as provided in this Order. All other rights, privileges and options offered by
SERS not granted to Alternate Payee by this Order are preserved for Member.
14. Is is specifically intended and agreed by the parties hereto that this Order:
(a) Does not require SERS to provide any type of benefit, or any option, not otherwise
provided under the Retirement Code;
(b) Does not require SERS to provide increased benefits (determined on the basis of
actuarial value) unless in9reased benefits are paid to Member based upon cost of living or
increases based on other than actuarial values.
15. The parties intend and agree that the terms of this Stipulation and Agreement shall be
approved, adopted and entered as a Domestic Relations Order.
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16. The Court of Common Pleas of Cumberland County, Peunsy1vania, shall retain
jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and
Agreement, but only for the purpose of establishing it or maintaining it as a Domestic
Relations Order; provided, however, that no such amendment shall require SERS to
provide any type or form of benefit, or any option not otherwise provided by SERS, and
further provided that no such amendment or right of the Court to so amend will invalidate
this existing Order.
17. Upon entry as a Domestic Relations Order, a certified copy of the Domestic
Relations Order and this Stipulation and Agreement and any attendant documents shall
be served upon SERS immediately. The Domestic Relations Order shall take effect
immediately upon SERS approval and SERS approval of any attendant documents and
then shall remain in effect until further Order of Court.
WHEREFORE, the parties, intending to be legally bound by the terms of this
Stipulation and Agreement, ,do hereunto place their hands and seals.
/J-J/r()";J-
Date
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Ruby D. Weeks, Esquire
Attorney for Plaintiff/Member
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Date
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Patricia A. Kolodzi .,
Defendant! Alternate Payee
/O-~4-091
Date
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Robert O'Brien, Esquire
Attorney for Defendant/Alternate Payee
/0 12.~II~"t.....
Date
cc: Ruby D, Weeks, Esquire
Robert O'Brien, Esquire
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
DETERMINATION AS TO QUALIFICATION ON DOMESTIC
RELATIONS ORDER, NOTICE TO PARTICIPANT AND
AL TERNA TE PAYEE, AND AGREEMENT TO COMPLY WITH ORDER
Pursuant to the requirements ofthe Retirement Equity Act of 1984, that State Emp1yees
Credit Union the custodian of accoimt number 165-62-1202, and any successor, hereby states as
follows:
1. The Order ofthe Court of Common Pleas of Cumberland County, Pennsylvania,
is a Qualified Domestic Relations Order; and
2. The participant and the Alternate Payee/surviving spouse are hereby notified as to
the qualifications of said Order; and
3. The undersigned will comply with all of the terms and conditions of said Order
upon its signature by the Court
Dated this
day of
,2002.
cc: Ruby D. Weeks, Esquire
Robert O'Brien, Esquire
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JEFFREY S. KOLCDZI, IN THE COURT OF' COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
VS. CIVIL ACTION - LAIN
IN DIVORCE
PATRICIA A. ITLONI,
Defendant NO.2213 CIVIL TERM 2001.
STIPULATION AND AGREEMENT TO"DOMESTIC RELATIONS ORDER"
AND NOW,this 41 _ day of 2013, based on the parties
Jeffrey S.Kolodzi, Plaintiff,Patricia A.Kolodzi,Defendant(aks Patricia A. Fluevog),do hereby
Agree and Stipulate as follows:
1. Parties: The parties hereto were husband and wife.and a divorce action is in this Court
at the above number.This Court has personal jurisdiction over the parties.The parties
were married on June 17, 1988 and divorced on December 26,2002.
2. Participant Inforniation:The name, last known address,Social Security number and
date of birth of the Plan "Participant"are:
Jeffrey Scott Kolodzi, 18 Sussex Drive, Carlisle, PA 17013,
SSN: 165-62-1202,DOB: May 11, 1965
3
Alternate Payee Information: The name, last known address,and Social Security
number of the"Alternate Payee" are:
Patricia A. Fluevog(aka Patrica A.Kolodzi),30 Village Court,Mechanicsburg,PA
17050,SSN: 169-60-3159,DOB: April 16, 1966
The Alternate Payee shat l have the duty to notify the Plan of any changes in
mailing address subsequent to the entry of this Order.
4. Plan Name.The name of the Plan to which this Order applies is the Commonwealth
of Pennsylvania Deferred Compensation Program(hereinafter referred to as
"Plan"). The name of the Participant's employer is Pennsylvania State Police.
Any changes in Plan Administrator,Plan Sponsor,or name of the Plan shall not
affect Alternate Payee's rights as stipulated under this Order.
5. Effect of this Order as a Qualified Domestic Relations Order:This Order creates
and recognizes the existence of an Alternate Payee's right to receive a portion of the
Participant's benefits payable under an employer-sponsored defined contribution
plan under section 457(b)of the Internal Revenue Code(tile "Code")-
6. Pursuant to State Domestic Relations.Law:"this Order is entered pursuant to the
authority granted in the applicable domestic relations laws of Pennsylvania.
7. Provisions of Marital Property Rights:This Order relates to the provision of
support,alimony,equitable distribution or other marital property rights as a result
of the Order of Divorce between the Participant and the Alternate Payee.This
Order is in specific response to the Stipulation for Entry of the Order to Vacate the
Prior Domestic Relations Order for the marital property component of Member's
retirement benefit equal to$26,129.00,dated November 26,2002 and so ordered
on October 18,2005.
Amount of Alternate Payee's Benefit: This Order assigns to the Alternate Payee an
amount equal to:
$26,129.00 of the Participant's Total Account Balance under th.e Plan as of the
date this Order is processed.Such Total Account Balance shall include all amounts
maintained under all of the various accounts and/or sub-accounts established on
behalf of the Participant, including,but not limited to,any rollover,transfer,and
the self directed brokerage account. The Alternate Payee's portion of the benefits
described above shall be allocated on a prorata basis from all of the core money
type accounts and core investment options maintained under the Plan on behalf of
the Participant.
Such benefits shall also be segregated and separately maintained.in a
non-forfeitable Account(s)established on behalf of the.Alternate Payee.This
Account(s)will initially be established proportionately in the same core investment
options as the Participant account,Alternate Payee may make investment
selections as and when permitted under the terms of the Plan.Alternate Payee's
account shall experience gains and or losses according to the investment experience
of the.investment options in which Alternate Payee's share is invested.
8. Commencement Date and.Form of.Payment to Alternate Payee: If the Alternate
Payee so elects on the appropriate Plan form that is submitted to the.Plan,the
benefits shall be paid to the Alternate Payee as soon as administratively feasible
following the date this Order is approved as a PADRO by the Plan. Benefits will be
payable to the Alternate Payee in any form or permissible option otherwise
available to participants under the terms of the Plan.The Alternate Payee's account
2
shall bear all fees and expenses as though the Alternate Payee were a.Participant.
9. Alternate Payee's Rights and Privileges:On and after the date that this Order is
deemed to be a PADRO,but before the Alternate Payee receives a total distribution
under the Plan,.the.Alternate Payee shall be entitled to all of the rights and election
privileges that are afforded to Plan beneficiaries,including, but not limited to the
right to direct Plan investments,only to the extent permitted under the provisions of
the Plan.The Alternate Payee may not make contributions to the Alternate Payee
account.
10. Death of Alternate Payee:In the event of the Alternate Payee's death prior to
receiving the full amount of benefits assigned under this Order and under the
bene.lit option chosen by the Alternate Payee,the remainder of any unpaid benefits
under the terms of this Order shall be paid to the Alternate Payee's Estate.The
Alternate Payee may not designate a beneficiary.
11. Death of Participant: Should the Participant predecease the Alternate Payee, such
Participant's death.shall in no way affect the Alternate Payee's right to the portion
of the benefits as stipulated herein.
12.Savings Clause: This Order is not intended,and shall not be construed in such a
manner as to require the Plan:
a.to provide any type or form.of benefits or any option not otherwise provided
under the Plan;
b. to provide increased benefits to the Alternate Payee;
c. to pay any benefits to the Alternate Payee which are required to be paid to
another alternate payee under another order previously determined to be a
PADRO: or
d. to make any payment or take any action which is inconsistent with any
federal.or state law,rule. regulation or applicable judicial decision.
13.Certification of Necessary Information: All payments made pursuant to this Order
shall be conditioned on the certification by the Alternate Payee and the Participant
to the Plan of such information as the Plan may reasonably require from such
parties.
14.Continued Qualified Status of Order:It is the intention of the parties that this DR.O
continue to qualify as a DRO under section 414(p)of the Code,as it may be
amended from time to time.and that the Plan shall reserve the right to reconfirm the
qualified status of the Order at the time benefits become payable hereunder.
15.Tax Treatment of Distributions Made Under This Order: For purposes of sections
402(a)(1)and 72 of the Code,or any successor Code section,any Alternate Payee
who is the spouse or fanner spouse of the Participant shall be treated as the
distribute of any distribution.or payments made to the Alternate Payee under the
terms of this Order,and as such,will be required to pay the appropriate federal
income tax on such distribution.
3
16. Parties Responsibilities in Event of Error: In the event.that the Plan inadvertently
pays the Participant any benefits that are assigned to the Alternate Payee pursuant
to the tenns of this Order.the Participant shall immediately reimburse the Alternate
Payee to the extent that the Participant has received such benefit payments by
paying such amounts directly to the Alternate Payee within ten (10)days of receipt.
in the event that the Plan inadvertently pays the Alternate Payee any benefits that
are to remain the sole property of the Participant pursuant to the terms of this
Order,the Alternate Payee shall return such payments to the Plan within ten(10)
days of receipt.
17. Effect of Plan Term inationAn the event of a Plan termination,the Alternate Payee
shall be entitled to receive his or her portion of the Participant's benefits as
stipulated herein in accordance with the.Plan's termination provisions for
participants and beneficiaries.
18. Continued Jurisdiction:The Court retains jurisdiction over this matter to amend this
Order to establish or maintain its status as a qualified domestic relations order under
Code section 414(p),as amended and the original intent of the parties as stipulated
herein.The Court shall also retain jurisdiction to enter such further orders as are
necessary to enforce the assignment of benefits to the Alternate Payee as set forth
herein.
19. Fee: A processing fee of$250.00 shall be charged one-half($125.00)against the
Alternate Payee's share/account and one-half($125.00)against the Participant's
remaining account. In the event that the Alternate Payee is awarded 100 of the
Participant's account balance as of the date this Order is processed pursuant to this
Order,the entire processing fee shall be charged to the Alternate Payee's
account/share. If there are not sufficient .funds in either party's account to pay that
party's respective share of the fee,the difference shall be charged to the other party.
Wherefore,the parties, intending to be bound by the terms of this Stipulation and
Agreement,do hereunto place their hands and seals.
J F.: EY S..KOLODZI DATE..,
1
-- ---- ----- --- -- ---- -------- ---
PATRICIA A. FLUEVOG DATE-'
4
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On this,the I day of__ ,20 .
before me,a Notary Public,the undersigns officer,personally appeared Jeffrey S.
Kolodzi,known to me to be the person whose name.is subscribed to the within
Stipulation Agreement,and acknowledged that he executed the same for the purposes
therein contained.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jennifer S.Lindsay,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires Nov.29,2015
MEMBER,PENN SYLVANIA ASSOCIATION OF NOTARIES
Notary Public
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On this,the Irt day of -,. 20 3
before me,a Notary Public,the undersigned fficer,personally appeared Patricia A.
Pluevog(Kolodzi),known to Ine to be the person whose name is subscribed to the
within Stipulation Agreement,and acknowledged that lie executed the same for the
purposes therein cimmined.
COMMONWEALTH OF PENNSYLVANIA Nota ublic
Notarial Seal
Jennifer S.Lindsay,Notary Public S
Carlisle Soro,Cumberland County
My Commission Expires Nov.29,2015
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
F,ILE0-0FFICi---
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P T Hu"N b'�'A R
2013 JUN 18 AM 8: 5 7
CUMBERLAND CQU'
PENNSYLVANIA
4 Ty
JEFFREY S.KoLor)ZI. UNTIA F COURT OF C0.N
.J.'yjoN PLk.AS OF
Plaintiff (U-NkIBERVAND COUNIT.
PENNSYLVANIA
CIVIL ACTION"-L.Ail`
t'ATRICIA A.K(.)I..OI)ZI.
(AVILTERNI 2001
ORDER
A.M.)NOW.this dav of
tic attached Stipulation rand Agreemen-L dated Of the parties ill this
case is inc;orpormcd. but PIOT me-ed info This 0�1
clef of(C.'Ourt.
1-4Df CES Paw ............
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1 lie/1-3
JEFFREY S. KOLODZI, IN THE COURT OF COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V.
PATRICIA A. KOLODZI, NO. 2213 CIVIL 2001
Defendant
CIVIL ACTION —LAW
ORDER OF COURT
AND NOW,this 17TH day of JUNE, 2013,the prior Qualified Domestic Relations Order,
dated, October 18, 2005, is hereby VACATED.
By the Court,
Edward E. Guido,J.
Robert L.O'Brien, Esquire
19 West South Street
Carlisle, Pa. 17013
Joy L. Kolodzi, Esquire
2114 Plank Road
New Freedom, Pa. 17349 r4lc" 1i=
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20 13` Ut 4 r 1 PP J: ��r
PENNs , LLAMA
JEFFREY S. KOLODZI, IN THE COURT OF COMMON PLEAS O-
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
VS. CIVIL ACTION - LAW
IN D'I'VORCE
PATRICIA A. KOLODZI,
Defendant NO.2213 CIVIL TERM 2001
STIPULATION AND AGREEMENT TO VACATE PRIOR
"DOMESTIC RELATIONS ORDER"
AND NOW,this t day of 2013, based on the parties
Jeffrey S.Kolodzi,Plaintiff,Patricia A.Kolodzi,Defendant(aks Patricia A.Fluevog),do hereby
Agree and Stipulate as follows:
1. Parties:The parties hereto were husband and wife,and a divorce action is in this Court
at the above number.This Court has personal jurisdiction over the parties.The parties
were married on June 17, 1988 and divorced on December 26,200.2.
2. Participant.Inform.ation: The name, last known address, Social Security number and
date of birth of the Plan "Participant"are:
Jeffrey Scott Kolodzi, 18 Sussex Drive, Carlisle,PA 17013,
SSN: 165-62-1202,DOB: May 11, 1965
3. Alternate Payee Information: The name, last known address,and Social Security
number of the"Alternate Payee"are:
Patricia A. Fluevog(aka Patrica.A. Kolodzi),30 Village Court,Mechanicsburg, PA
1700, SSN: 169-60-3159, DOB: April 16, 1966
1
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4. Parties agree to request this court vacate Domestic Relations Order dated October
18,2005 per the attached Amendment to the Property Settlement Agreement of
November 26,2002.
Wherefore,the parties,intending to be bound by the terms of this Stipulation and
Agreement,do hereunto place their hands and seals.
I---- 1--X--------//,-//---------------- -4`tt /
JEFFREY S.KOLODZI DATE
a---------- -a-1�4
PATRICIA A. FLUEVOG DATE
2
a
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On this,the-4! day of 12013
before me.,a Notary Public,the undersigned officer,personally appeared Jeffrey S.
Kolodzi,known to me to be the person whose name is subscribed to the within
Stipulation Agreement,and acknowledged that he executed the same for the purposes
therein contained.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jennifer S.Lindsay,Notary Public
Carlisle Boro,Cumberland County
my Commission Expires Nov,29,7015 Notary Public
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On this,the-1U-4.=day of >20 3
before me,a Notary Public,the undersigned Vficer,personally appeared Patricia A,
Fluevog(Kolodzi),known to me to be the person whose name is subscribed to the
within Stipulation Agreement,and acknowledged that he executed the same for the
purposes therein contained.
A"
Pbl COMMONWEALTH OF PENNSYLVANIA Notary P
Notarial Seal
Jennifer S.Lindsay,Notary Public
Carlisle Boro,Cumberland County
MY Commission€x ires Nov.29-2015 3
mizmmk NN. 6YANtA AS 9. TION OF NOTARIES
AMENDMENT TO PROPERTY SETTLEMENT AGREEMENT
OF NOVEMBER 26,2002
This amendment is limited to the scope of the funding source for enumeration(22)
Retirement Funds(A)in the PROPERTY SETTLEMENT AGREEMENT of JEFFREY S.
KOLODZI and PATRICIA A.KOLODZI(aka PATRICIA A. FLUEVOG)of November 26,
2002. THIS AGREEMENT,dated the day Of 4"L)
- 2013, by and
between JEFFREY S. KOLODZI,residing at 18 Sussex Drive,Carlae,PA 17013, Cumberland
County,Pennsylvania, Social Security Number 165-62-1,202,hereinafter called "Husband", and
PATRICIA A.FLUEVOG(aka PATRICIA A.KOLODZI),residing at 30 Village Court,
Mechanicsburg, PA 1,7050,Social Security Number 169-60-3159,'hereinafter called the"Wife",
who agree as follows:
WHEREAS,The parties were Husband and Wife, having been married on June 17, 1988,
in Cumberland County, Pennsylvania,and divorced December 26, 2002, did sign and agree to a
Property Settlement Agreement dated November 26,2002. This Property Settlement Agreement
is to be amended to the limited scope of the ftinding source for the retirement Rinds of
$26,129,00 to be received by Wife.
NOW THEREFORE. in consideration of the promises and of the mutual promises,
covenants and undertakings hereinafter set forth for valuable consideration, each intending to be
bound hereby,covenant and agree as f(--)Ilows:
The Property Settlement Agreement Enumeration 22. Retirement Funds part(A)currently reads:
'The Husband, who has been employed by The Pennsylvania State Police,Carlisle,
Pennsylvania, has acciu-nulated benefits in his retirement account. It is agreed by the parties that
the Wife shall.receive via a QRDO$26,129.00 of Husband's retirement benefits,'
This Amendment sets forth.that the payment of the agreed upon amo-unt of$26, 129.00 will be
received via DRO of the Deferred Compensation account rather than the retirement benefit
account. Both parties stipulate and agree to vacate the current DRO of the exact same sum of
retirement benefits ordered October 18,2005.
'I'llis Amendment is fully incorporated into the property settlement agreement and no additional
changes are to be inferred or considered by the signing of this agreement, additional changes by
either party shall make this agreement void,without invalidating the original November 26, 2002
agreement.
e S. Kolodzi
Witness
Patricia A. Fluevog(Kolodzi)
Witness
COMMONWEALTH OF P.E.NNSYLVANIA
• SS
COUNTY OF CUMBERLAND
jI�
On this,the I ` day of ,20 3 , before me,a Notary
Public,the undersigned officer,personally app red Jeffrey S. Kolodzi,known to me to be the person
whose name is subscribed to the within Amendment to the Property Settlement Agreement of November
26,2002,and acknowledged that he executed the same for the purposes therein contained.
Not u.blic
COMMONWEALTH OF PENNSYLVANIA
Notarial:a.d l
Jennifer S.Lindsayotary Public
Carlisle Boro,Cum County
M COMMI'&IOn E IM Nov.29,201S
MEM®EN,PENN ANIA ASSpUATION OF NOTARIES
2
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND ss
On this,the I day of
Public,the undersigned officer,persona]ly a eared '20 13 before me,a Notary
PP Patricia,A.Fluevag(aka Patricia A.Kolodzi),known
to me to be the person whose name is subscribed to the within Amendment to the Property Settlement
Agreement of November 26,2002,and acknowledged that he executed tlic same for the purposes therein
contained.
Nota Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jennifer S.Lindsay,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires Nov.29,2015
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
3