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HomeMy WebLinkAbout99-02388 '. . sPA- W t'~;u~ ~ -4 .~~ g; 3/'.1/,,/ ~ IH~ &:. ~. . .... . PROPERTY SEITI.EMENT AGREEMENT THIS AGREEMENT, madc this .J, 11A..day of (j /lW ,2001, by and I bctween JOHN K. HESS, hereinaRcrcalled "Husband", and ANNE D. HESS, hcreinatlcrcallcd "Wifc". WITNESSETH: WHEREAS, Husband and Wifc were legally married on January 12,1995; WHEREAS, differences have arisen between Husband and Wife in consequence of which they desire to live separate and apart from each other; and WHEREAS, Husband and Wife desire to sellle and detennine their rights and obligations. NOW THEREFORE, in consideration of the premises and covenants contained herein, it is agreed by and between the parties hereto that: J. SEPARATION. It shall be lawful for each party at all times hereatler to live separate and apart from each other at such place as he or she from time to time shall choose or deem fit. The foregoing provision shall not be taken as an admission on the part of either party of the lawfulness or unlawfulness of the causes leading to their living apart. 2. INTERFERENCES. Each party shall be free from interference, authority and control by the other, as fully as if he or she were single and unmarried, except as may be necessary to cany out the provisions of this Agreement. Neither party shall molest or aUempt to endeavor to molest the other, or in any way harass or malign the other, nor in any other way interfere with the peaceful existence, separate and apart from the other. 3. PENSIONSIRETlREMENT. Each party shall retain any pension accumulated during the marriage individually as their . sole and separate propeny. 4. DIVISION OF PERSONAl. PROPERTY. The panics have divided between them to their mutual satisfaction, personal effects, household goods and furnishings and all other articles of personal property which have heretofore been used in common by them, and neither party will make any claim to any such items which are now in the possession or under the control oflhe other with the exception c,fthe items set forth on Exhibits "A" and "B" attached to this Agreement. Exhibit "A" represents certain items of furniture which will be returned to Wife under the tenns and conditions more particularly set forth below. The items on Exhibit "A" shall be delivered to Route 15 Self Storage by Husband. The expense of the Self Storage location shall be paid in advance by Husband through June 14,2001. Wife shall remove the items from the storage area no later than June 8, 2001. Husband shall supply Wife, through her counsel, all infonnation necessary to access the storage locations Husband will make best efforts to forward at the same time to the storage area the items listed on Exhibit "B". Husband has indicated to counsel for Wife that all of the items may not be available. He will, however, make his best efforts to locate as many as possible and have them delivered with the furniture. All of the items delivered must be in good condition with ordinary wear and tear excepted. Husband agrees that the furniture shall be delivered to the storage location no later than Saturday, April 28, 2001. After Wife has inspected the furniture, the Divorce Master's proceeding presently scheduled for Wednesday, May 2, 2001, at 9:30 a.m. before the Cumberland County Divorce Master will be cancelled. All ofthe necessary Consents and Waivers will be signed and the divorce will proceed to conclusion. 5. MOTOR VEHICLES. The parties are the owners of two vehicles acquired during their marriage, a 1994 Honda Passport titled in Husband's name only, and a 1995 Toyota Camry titled injoint names. Wife is in possession of both car titles. The title to Husband's 1994 Honda Passport, which will be retained as his sole and separate . property, shall be placed in escrow with Wife's attorney, John J. Connelly, Jr., Esquire, to be delivered to Husband upon enlry of the Decree in Divorce. The 1995 Toyota Camry titlc shall be forwarded 10 Husband who will cxecute and return the title at the time he executes the Property Settlement Agreement in this matter. The said vehicle shall remain Wife's sole and separate property. 6. EOUlTABLE DISTRIBUTION, Husband has paid into an escrow aceounl bcing held by Wife's counsel, the sum of $16,000.00 U.s. Dollars representing equitable distribution to Wife pursuant to the terms of this Agreement. The said monies shall be held in an interest bearing escrow account at M&T Bank and shall be released to Wife upon the granting of the Decree in Divorce. Said Decree in Divorce shall be granted no later than May IS, 2001. In the event the Decree is not entered by that date, the amount set forth in the escrow account shall, at Husband's election, be returned to him immediately including any interest accumulated. In the event ofthe return of monies to Husband pursuant to this paragraph, the Agreement shall be null and void and each party shall retain the right to move the matter to conclusion through the Court of Common Pleas, Cumberland County, Pennsylvania. 7. REAL PROPERTY, Husband acquired prior to marriage the real estate located at 3509 Beech Run Lane, Mechanicsburg, Cumberland County, Pennsylvania. Wife waives any claim she may have in the said real estate. 8. MARITAL DEBT. The parties have no joint debts from the marriage 10 which either party would be responsible. Any individual debts have been addressed at a separate location in this Agreement. 9. APPLICABILITY OF TAX LAW TO PROPERY TRANSFERS. The parties hereby agree and express their intent that any transfer of property pursuant to this Agreement shall be within the scope and applicability of the Deficit Reduction Act of 1984 (hereinafter the "Act"), specifically, the provisions of said Act pertaining to the transfers of property between spouses and fonner spouses. The parties agree to sign and cause to be filed any . ~ . elections or other documents required by the Intemal Revenue Service to render the Act applicable to the transfers set forth in this Agreement without recognition of gain on such transfer and subject to the cany-over basis provisions of the said Act. 10. BREACH. If either party breaches any provision of this Agreement, the other party shall have the right, at his or her eJection, to sue for damages for such breach. The party breaching this contract shall be responsible for the payment of legal fees and costs incurred by the other in enforcing his or her rights under this Agreement, or seeking such other remedy or relief as may be available to him or her. The parties specifically acknowledge that they are entitled to utilize the remedies as set fonh in the Divorce Code of 1980. as amended. 11. FULL DISCLOSURE. Husband and Wife each represent and warrant to the other that he or she has made a full and complete disclosure to the other of all assets of any nature whatsoever in which such party of every type whatsoever and all other facts relating to the subject matter of this Agreement. 12. WIFE'S DEBTS. Wife represents and warrants to Husband that since the parties' separation she has not and in the future she will not contract or incur any debt or liability for which Husband or his estate might be responsible and shall indemnify and save Husband hannless from any and all claims or demands made against him by reason of debts or obligations incurred by her. 13. HUSBAND'S DEBTS. Husband represents and warrants to Wife that since the parties' separation he has not and in the future he will not contract or incur any debt or liability for which Wife or her estate might be responsible and shall indemnity and save Wife hannless from any and all claims or demands made against her by reason of debts or obligations incurred by him. 14. WAIVERS OF CI.AIMS AGAINST EST A TES. Except as herein otherwise provided. each party may dispose of his or her property in any way. and each party hereby waives and relinquishes any and all rights he or she may now have or . .' hereafter acquire. under the present or future laws of any jurisdiction. to share in the property or the eslate of the olher as a result oflhe marital relationship, including without limitation, dower, curtsy, stalutory allowance. widow's allowance, right to take in intestacy, right to take against the Will of the other. and right to act as administrator or executor of the other's estate, and each will, to the request of the other, execute, acknowledge. and deliver any and all instruments which may be necessary or advisable to carry into effect this mutual waiver and relinquishment of all such interests, rights and claims, 15. REPRESENTATION. It is recognized by the parties hereto that Wife is represented by John J. Connelly, Jr.. Esquire, and Husband is unrepresented by counsel and has the right to have this Agreement reviewed by counsel of his choosing prior to signing. It is fully understood and agreed that by the signing of this Agreement, each party understands the legal impact of this Agreement and further acknowledges that the Agreement is fair and reasonable and each party intends to be legally bound by the terms hereof. 16. VOI.IJNTARY EXECIJTlON. The provisions ofthis Agreement are fully understood by both parties and each party acknowledges that this Agreement is fair and equitable, that it is being entered into voluntarily and that it is not the result of any duress or undue influence, 17. ENTIRE AGREEMENT. This Agreement contains the entire understanding of the parties and there are no representations, warranties, covenants or undertakings other than those expressly set forth herein, 18. PRIOR AGREEMENT. It is understood and agreed that any and all property settlement agreements which mayor have been executed prior to the date and time of this Agreement are null and void and of no effect. 19. MODIFICATION AND WAIVER. Any modification or waiver of any provision of this Agreement shall be effective only if made in writing and executed with the same formality as this Agreement. The failure of either party to insist upon strict perfonnance of any of the provisions of this Agreement shall not be construed as a waiver of any subsequent default of the samc or similar nature. 20. GOVERNING LAW. This Agreement shall be governed by and shall be construed in accordance with the laws of the Commonwealth of Pennsylvania. 21. INDEPENDENT SEPARATE COVENANTS. It is specifically understood and agreed by and between the parties hereto that each paragraph hereof shall be deemed to be a separate and independent covenant and agreement. 22. VOID CLAtiSES. If any tenn, condition, clause, or provision ofthis Agreement shall be determined or declared to be void or invalid in law or otherwise, then only thattenn, 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. 23. ENTRY AS PART OF DECREE. It is the intention of the parties that this Agreement shall survive any action for divorce which may be instituted or prosecuted by either party and no order, judgement or decree of divorce, temporary, final or pennanent, shall affect or modify the financialtenns of this Agreement. This Agreement shall be made a part of, but shall not merge with, any such judgment or decree of final divorce. 24. DIVORCE ACTION, The parties shall, at the time ofthe execution of the Agreement, execute documents necessary to finalize the divorce action including, but not limited to, the withdrawal of any claims pending under said action, indexed to number 99 - 2388 Civil, in the Court of Common Pleas, Cumberland County, Pennsylvania, as well as Affidavits of Consent and Waivers of Counseling and Waivers of Notice ofIntention to Request Entry of a Divorce Decree. After the review and approval of the personal property more particularly set forth in Paragraph 4 hereof, counsel for Husband shall promptly transmit the Praecipe to Transmit the COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN : 55. On this, the ~1l:A day of O;>>u.l , 200 I, before me, a Notary Public, personally appeared Anne D. Hess known to me to be the person whose name is subscribed to the within Properly SeUlemcnt Agreement and acknowledged that she executed the same for the pUrposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~.~ NOTARY PUBL C COMMONWEALTH OF PENNSYL VANIA COUNTYOF ~ NOTARIAL SEAL . Jean L. KOD'", Notary Public City of ffum"'.'stow,-"County of Dauphin My Co,,,,mss,on Expir.s Feb. 9, 2004 : 55. On this, theJl,'7i:IL day of I1tU ,2001, before me, a Notary Public, personally appeared John K. Hess, 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. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~bf.~ NOTARYPUB Ie NOTARIAL SEAL J.an L. Kosl.r, Notary Public City of ffumm.'stown,County 01 Dauphin My Commission Expires Feb. 9, 2004 >- cn j':: o~ Lr. ""- Z ,- .. :')~ ('*:. - C)-;;: U,I~-:.- ~t ; :c u~ l_~_ - -:.: " '-j ~..J ".--'(:, . .1- 0 /1) .:.'JI r. ~ ' ~. . .. '- ~' 1 ~~ ~!-J 1".- C- o '~.... " ~- .,.. " :.) C' C) U . '1!~~N;ri;:_,:::';"-'-:L/;"._: _ . _ _~~ff,"\\+'r"~'TO' -.^,' .-. , ,~~,;,'tc ;" -: -~ YOU ~.?:r.',!,..:.,;t';.""_ -._....."...,..".. fO fI'UAD YO ','J'.,;.-,,-c~; """'" ~_ _ ;"- -"'," ': " fWI""'" DA" or NlMCI MI_." :tf:":'" """' _;..,._:-_~L:C:""11iIT MA' II IN'U'I J IV .-. . . LAW 0I'PIca JAMI!S, SMrrH, DURKIN & CONNELL'i LLP ~ . .. r.o._6.'ID " HWIlUV, P8NNSVLVANIA IlQJU6lO .. WI """1' CI.,..,., TMAT fNI WITH..... . 'MIl ...... COUIn CWY or ".. C)lIttltl'tA\ miD", 1lflI, ACnDIII. .. .- v. : IN nm COURT or COMMON PLEAS : CUMBERLAND COUNTY. PENNSYLVANIA NO. 99 - 2388 CIVIL ANNE D. HESS. PlaintilT JOHN K. HESS. Defendant CIVIL ACTION - LAW IN DIVORCE PRAECIPE TO TRANSMIT RECORD To the Prothonotary: Transmit the reeord. together with the following infonnation, to the Court for entry of a Divorce Decree: I. Ground for divorce: irretrievahle breakdown under Section (XX) 3301(c) ( ) 3301(d) of the Divorce Code. 2. Date and manner of service of the Complaint: April 29, 2001 by certified mail number Z 204 426 369. 3. Complete either paragraph (a) or (b). (a) Date of execution ofthe Affidlvit of Consent and Waiver of Counseling required by Section 3301(c) of the Divorce Code: by Plaintiff: April 27 ,2001; by Defendant: Ap"; 1 n .2001. (b) (I) Date of execution ofthe Plaintiffs Affidavit required by Section 3301(d) of the Divorce Code: (2) Date of service of the Plaintiffs Affidavit upon the Defendant: 4, Related claims pending: All claims of record have been resolved and settled pursuant to a Property Settlement Agreement dated April 27 ,2001. >- r- ~ a: Lr. -, -~ f."--= '- u.l0 ;:;~~r ( ")..,. ~.) ?: -'-"-( ., .'- ':-,( 1.0__ "- '!-;_: (~~.J '1' ( c, . (~/? [..: cr; _1..::.. L. :'-;, ~ l:~'. '. ~ j iiJ Cl_ ;::~ 0- "'" " '3 C' ::::> U . ' -~ .~ . I'.." .7:):.... '';' ft. MIII'I' C""In nu,f nt, wmtlH f' ." '''''I AND cO..le,. CO" Of nt. O.1011UL ''l-.. ... ..... Mn"," MY TO 'IOU .. Nua.y Non".D TO 'LUD TO 'HI IHeLMI., WITHIN twlNTT ,... 1M" Of' .11Me1 HIIlIM O. . D"",U~' NDONINT "A' IIINTI"ID -.."""" 'rOU I . . LAw OmeB ,JAM~. SMITH, DURKIN & CONNELLY, LLP P.U _030 HBRSItBY. PENNSYLVANIA I103J.06lO .' ~t!:! ~,";';f . <....,~.,. .. .- .~. ANNE D. HESS, PlaintifT : IN TIlE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : NO. C-rtf. ;;J~ f {l{',Ltl_ v. JOHN K. HESS, Defendant : CIVIL ACTION. LAW : IN DIVORCE NOTICE You have been sued in Court. I f you wish to defend against the claims set forth in the following papers, you must take prompt action. You arc warned that if you fail to do so, the case may proceed without you and a Decree in Divorce or annulment may be entered against you by the Court. A judgment may also be entered against you for any other claim or relief requested in these papers by the Plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the Prothonotary at the Cumberland County Court House, One Courthouse Square, Carlisle, Pennsylvania. IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Bar Association 2 Liberty Avenue Carlisle, Pennsylvania 17013 Phone: (717) 249-3166 ~~i"~h-,,"',,,.. '-!.;'!h:~~'~',-.i. -'> -,;t~;~"~Y, ; '~, TO -'-"", YOu,... H...... ..., .,~,'-._ ,",IMC-- "liD TO ''''''D I"";"'.', nw:HfY __ID 1'0 .' ,.".,:L.:,:,.\~" A DUAlA"':' '::"1 or IIItV1tI H...~~':: . ,J', ......" YOU.oaN'N' WAY III"'''UIO ~~~~'.' .\'- . J. . l..w OmCB AMES, SMITH Du , RKIN'" CONNELLY, LLP r. Q IIOX 6.iO H~RSH~Y. PP.NNSYLVANIA OOlJ.()(OO WI HUCI. cu,. . " T.UC Aftf .,., 'HA, THI WlTNtIrt O"IOIHAL. "~DC~.~IC' 11;0", 0' 'ht~ , I". HII ACTICH. .- ."--- ", ,>'::~.:.i; ANNE D. HESS. Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY. PENNSYLVANIA NO. 99.2388 v, JOHN K. HESS, Defendant CIVIL ACTION. LAW IN DIVORCE AFFIDAVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF DAUPHIN AND NOW, this J4i1Aay Of~' 1999, personally appeared before me, a Notary Public in and for the State and County aforementioned, John J. Connelly, Jr., Esquire, who, being duly sworn according to law, deposes and says that a copy of the Complaint in Divorce was served on the Defendant, John K. Hess, on April 29, 1999 by certified mail number Z 204 426 369 , addressee only, return receipt requested, as evidenced by the return receipt card attached hereto and made a part hereof. Date: 1-/~{ -qq- Sworn to and subscribed before me this ~ daYOfS0JOlt ,1999. ~ f'l Jl.J)j, . !4NJl'~ JLJ Notary Public NOTARIAL SEAL J!::AN L. KOSIER. Not~ry Public CltI; d H~r~'c::~;utg, Dauphin Cnunt.,. ,.._~~_y_~~.,"7'_"'~::.: >..In Expi~C':; tJov. 29. 109!J '- ~ r:: c: (': ~<t' U_' Cl~ ., O;? ~.~ . :-:4. "-. o~ 'i; .,,~ ., ~l'UJ , ...Jz '. It.:. % -', I!Jw U.lo.. - '> lL. "" => CJ G-' 0 ~ 0- r-. ~: cr; In i~ ;;: )L' (~~ 0.o::r ,1#", \ } ~;~ :~': ," :C ,);<:: :::.i' ."" ':'I~ ,"__'.i <=> -;-;- ~ II) u. ,.., ~:;% C.- . C-,.,.. - c,. .dib , L~ '.~)O- I' :J C) 0 U .9.~) "9''9 , >- co r.:: a; Lr. ., ~7 1-': :=;.- u.!r:: ':1:) (1" . f:i: ~,: ....- :.;. ~ .,. -: .:~~ C~ f. ';'( <=> C' i.~. <v: ;!::;; :.:,., c:: -.:Jib '.~' C:.. :.:~ :J- "'" .-l:' u. ::-J C C) U ~~ ..",- "'~r ....... >- a, G 0; Lt: -, 1--. .':: l~.JC: I:~~~ , )~ ::~ .,- ;-'):j'~ :!~ . "'" -J::J '"(', --::- L..': 0 ,~ rf) L.," C'") )-, , : j~ 'l c C~ ..!.JliJ ,- ~ ~:.tc.. "'" ". :::; 0 0 u ca - .v ~- . """ -' -. ~. . >- C<) ;>- c.r: " u-: ::; ,- " .. - :'-") < ( - ~)% .. :-;:: ~-) ..::I:' ., ."" 0:;j (";1. ,r'- 0 .:~,:f;; -.. C'., .)z "- ~~-: ' ,.. --or cC- '. "" :_Li{n <'- ;,._qO- ~ ,. S 0 0 U .... .,..... . ~ "" G f..r; Lr. ~. " ::... :=:.:; -.""'t; 1'1;'.' (-):......... ~::~m <; u,,? ....- 't___ ~1~ (r' ~- a ,O(J) C ' -, C.., __J..~ ......,... ~-, ~ ....G- . . -_!JLU -- u_ '!In... ,- ..:.:: :::: " ::-~ 0 ,=> (J ~."~ """ ... ,.... ...,. ,A'Vlm:. ~. Hf.55 PJ-n'r7~'fF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA VS. ~ Hl't K, r4~S.- W/lorrt I CIVIL ACTION - LAW NO, qq~ 2~8BB CIVIL IN DIVORCE ;.. I 19 STATUS SHEET f i.. I /01 '" -01 61 ./ '.'?1l '"~ IV\' ~~611 ',0/0 CI.th . '.) fl-~ t'..fO'e!J ~~~ J:I,J o.f('l-1/ih<.~, o..~~~ ~. Y("JO("100 I (b) Provide approximate date when discovery will be complete and indicate what action is being taken to complete discovery. ~ % u :t DATE COUNSEL FOR PLAINTIFF COUNSEL FOR DEFENDANT NOTE: PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE FILING OF PRETRIAL STATEMENTS UNTIL COUNSEL HAVE CERTIFIED THA7 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. r I ~ THE CERTIFICATION DOCUMENT SHOULD BE RETURNED TO THE MASTER'S OFFICE WITHIN TWO (2) WEEKS OF THE DATE SHOWN ON THE DOCUMENT. cc: Gerald S. Robinson, Esquire . OFFICE OF DIVORCE MASTER CUMBeRLAND COUNTY COURT OF COMMON PLEAS 9 Nonh Hanover Slreel Carlisle. PA 17013 (717) 240.6535 E. Robert Elicker, II Diyorce MaSlsl Tracl Jo COlyer Office Managor/RepMor West Shore 697.0371 Exl. 6535 January 31, 2001 John J. Connelly, Jr. Esquire JAMES, SMITH, DURKIN & CONNELLY P.O. Box 650 Hershey, PA 17033-0650 Gerald S. Robinson, Esquire ROBINSON & GERALDO P.O. Box 5320 Harrisburg, PA 17110-5320 RE: Anne D. Hess vs. John K. Hess No. 99 - 2388 Civil In Divorce Deor Mr. Connelly and Mr. Robinson: Reviewing the correspondence regarding discovery, it appears that we should be able now to proceed with the directive for pretrial statements. A divorce complaint was filed on April 21, 1999, raising grounds for divorce of irretrievable breakdown of the marriage and indignities. I am going to assume that the parties will sign and file affidavits of consent and woivers of notice of intention to request entry of divorce decree so that the divorce can be concluded under Section 3301(c) of the Domestic Relations Code. The complaint also raised the economic claims of equitable distribution, alimony, alimony pendente lite, and counsel fees and expenses. In accordance with P.R.C.P. 1920.33(b) I am directing each counsel to file a pretrial statement on or before Monday, February 26, 2001. Upon receipt of the pretrial statements, I will immediately schedule a pre-hearing --.. ----..--- H Joon lIus! Ji>Olllloooh I~n In MocIJ8I1lcsOO'U,I'^ IIO!>O ( c'" ...... . . ,", .. .' . . . ..:.. ~ ,>. '. O~~;~ 0 ~ ~" ,J<J<<e-. l:'\'^-:>~ ~~ CJ"l c.j ~ (~~\el<.) A-'t\~. 'Z.. ~~ 'L\\~(p( ,lX: ~ \\. \-\u-"'<>.V\' <::>~. C(L( \.;"e.., ~ '" \ l 0 \) i 70i~+::::;)i4 ',,,11/.../11...,,,1/..1/.../1,11....../1.1,./11,,,,,,,,,../11 October 2, 2000 Jolm Connelly, Esquire P.O. Box 650 Hershey, P A 17033 Re: Anne D. Hess v. John K. Hcss- No. 99-2388 Civil Dear Mr. Connelly: Please be advised that we have been trying to contact you regarding when we could expect your client's Inventory and Appraisement and Financial Statement, but to no avail. I have already provided you with a copy of my client's Inventory and Appraisement and Financial Statement. Kindly contact me at your earliest possible convenience to infonn me when I might expect the outstanding documents. I thank you in advance for your attention and consideration in this matter so we can move forward with this case. Please feel free to contact me with any questions you may have regarding this matter. Sincerely yours, ROBINSON & GERALDO BY~ Gerald S. Robinson, Esquire cc: E. Robert Elicker, II GSR:clf P.O. Box 5320 Harrisburg, PA 17110.5320 Harrisburg 4407 North Front Slreet Harrisburg,PA 17110 (717) 232.8525 (600) 571.2727 Cumberland County 17 E. High St.. Suite 104 Carlisle, PA 17013 (717) 245.9451 Washington, D.C. 1316 Pennsylvania Ave., s,e. Washington, D,C. 20003 (202) 544.2889 " - ">- .. , - l', . .. .j..... - .J_) J:;: .:~ . ': -:~ .~ (':t.) '~I'J ").:...-::: , ,!; "iD '.'It.L. -:t ~ .-:) -' :.:.) U .... a: ;:~ u..:~~' (".'t ~ J- 6;. ~;.:.: U.'t f-:,. I.L- a -:J' "" ~ ;~~ ;-:.>- -(J) "JZ !.~z :Utu .Ji 0.. .3 u C~ l~_ H) c.."": -" ;;: c:> C) ASSETS OF PARTIES PlaintilTmnrks on the list below those items applicable to the case at bar and itemizes the assets on the following pages. If un item has bcen appraiscd, a copy of the appraisal report is attached. I. Real Property X 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 value and current beneficiaries) 2 MARITAL PROPERTY PlaintifTlists all marital property in which either or both spouses have a legal or equitable interest individually or with any other person as of the dale this action was commenced: Item Description Names of Date of Number of Property all Owners Acquisition 2 1995 Toyota Camry John and Anne 1995 24 Members I sl Loan John and Anne 1998 25 Household Furnishings John 1994 5 8. Noles payable 9. Other unsecured liabilities Contingent or Deferred 10. Contracts or Agreements 11. Promissory notes 12. Lawsuits 13. Options 14. Taxes 15. Other contingent or deferred liabilities 7 LIABILITIES PlaintilTJists all liabilities of either or both spouses, alone or with any person, as of the uatc this action was commenced: Number of Liability Creditors Description Debtors Amount I PNC Bank Mortgage John $124,000.00 (includes household furniture) 5 Credit Card balances Credit Card John $8,000.00 6 Mellon Bank Car loan John $21,000.00 6 Allfirst Bank Car Loan John $17,000.00 7 Members I" Personal Loan John and Anne $6,800.00 (as ofDOS) 7 Bank of New York Personal Loan John $24,000.00 8 FINANCIAL STATEMENT OF DEFENDANT Monthlv Expenses Shelter : a. Mortgage or Rent ----.-.------------- $1,200.00 b. SewerlWater .--.--------------------.-.--- $50.00 c. Electric. ---....-----------------------.-- $120.00 d. Heat/Oil --..--------------------------- Nt A TransllOrtation : a. Auto Loan paymenls .----------------- $900.00 b. Auto Insurance ----------------------- $167.00 c. Auto Expenses ------------------------- $200.00 d. Travel Expenses ---------------------.- $100.00 Medical Care/Insurances: a. Life InsurancelMedical Insurance---- $120.00 9 ClothinR : n. Self & Kids --..-....-.---..--.........-.- SIOO.OO b. Gifts. ete------.-----.--------------..--.---- S50.oo e. Dry Cleaning ----------.------.-----.-..... S50.oo Food : n. Self and children -.---------------------- S300.00 b. Household Supplies ----.--------------- SIOO.OO LoanslN otes : a. Home Equity-----...-----------..-.----.-NI A b. Credit cards -----.---------------------- $400.00 c. Personal Loan --..---..---------------.. $750.00 Miscellaneous: a. Entertainment ---------------------------.-- $80.00 b. Barber/Beautician----------.------------- $50.00 c. Contributions ----.--.-----------------..-- $50.00 d. Telephone -------.--.-----.--------.------ $100.00 Child Care: a. Court-Ordered Support----..------------N/A 10 11. PROPOSED RESOLUTION Each oflhe parties will retain assets in their possession including pension benefits, real estate, vehicles and person property. Husband will pay to Wife in equitable reimbursement an amount of money to be detennined by the Divorce Master. Respectfully submitted, JAMES, SMITH, DURKIN & CONNELLY Date: ~~-J,!J-D/ By: J hnJ. A y P.O. Box 650 Hershey, PA 17033 (717) 533-328 PA 1.0. No. 15615 EXHIBIT "A" ASSETS OF PARTIES ",i' \1 .. ., J.-< " , , r Plaintiff marks on the list below those items applicable to the case at bar Wld itemizes the assets on the following pages. If an item has bccn appmiscd, a copy of the appraisal report is attached. (xl (xl () () (xl () () () () () () () () () () 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 7. Contents of safe deposit boxes 8. Trusts 9. Life insurance policies (indicate face value, cash surrender value and current beneficiaries) 10. Annuities 11. Gills 12. Inheritances 13. Patents, copyrights, inventions, royalties 14. Personal property outside the home 15. Businesses (list all owners, including percentage of ownership, and officer/director positions held by a party with a 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. MilitaryN.A. 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) 26. Other () () () (xl () () () () (xl (xl () . ;,~ '4; , .1' '~'f \ 'i' " ,~. ;;1 r. ':~ '. 5 k I: i f6 "; MARITAl. PROPERTY Plaintifflisls all marital property in which either or both spouses have a legal or equitable interest individually or with any person as ofthe date this action was commenced. ITEM NUMBER DESCRIPTION NAMES OF ALL OF PROPERTY OWNERS 2 Honda Passport ($38,000) Joint Toyota Camry ($35,000) 5 Mellon Bank Accounts John $17,500 Joint Anne $12,500 25 Household Furnishings and Joint Personal Property (see Exhibit "A") Marital Residence Husband (increase in value - Pre- Marital) 19. 401(k) plan - Patriot News, Wife Inc. 19. AMP, Inc. Pension Benefits Husband 19. Hershey Foods Pension Husband Benefits and Stock Options NON.MARITAI. PROPERTY Plaintiff lists all property in which a spouse has a legal or equitable interest which is claimed to be excluded from marital property. ITEM NUMBER DESCRIPTION REASON FOR OF PROPERTY EXCLUSION 25 Household Furnishings and Acquired prior to marriage! Personal Property aller separation in Wife's possession 25. Household Furnishings and Wife's property owned priot Personal Property to rnarriage in Husband's possession (see Exhibit "B") 25 House Aequired aller separation 1 Marital Residence Acquired prior to marriage (husband) L1ABII.lTIES ITEM NUMBER DESCRIPTION CREDITORS DEBTORS 24 House Mortgage Source One Wife ($95,000 - Post- Maritall 24 Personal Loan Member's First Joint ($6,500) 24 Marital Residence Unknown Husband Mortgage EXIIIBIT "B" Kitchen: Wall Sconces Revereware Pots/Pans Baking Dishes Van's lee Cream Maker (a gill to Van from Plaintirrs parents) Living Room: CDs Family Room: Albums Guest Room: Mauve Lamp Basement: Christmas Ornament Collection ANNE D. HESS, Plainti ff v. JOHN K. HESS, Defendant , "" "f' '7 ..,.,' i i<:: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 99-2388 Civil CIVIL ACTION-LAW IN DIVORCE ;: i INCOME AND EXPENSE STATEMENT OF ANNE D. HESS INCOME Employer: Address: The Patriot-News 812 Market Street, Harrisburg, PA 17101 Type of Work: Payroll Number: Pay Period (weekly, biweekly, etc.): Weekly Gross Pay per Pay Period: $1,404.00 Itemized Payroll Deductions: Federal Withholding Soeial Security Loeal Wage Tax State Income Tax Marketing Director Retirement Savings Bonds Credit Union Life Insurance Health Insurance Medicare Net Pay per Pay Period: 241.90 87.05 14.04 39.31 28.08 5.00 20.36 $963.26 MONTHI.V YEARI.Y (Fill In appropriate eo1umnl OTHER INCOME Interest Dividends Pension Annuity Social Security Rents Royalties Expense Accounts Gifts Unemployment Compo Worker's Compo Alimony Child Support TOTAL NET INCOME $344.00 $4,518.12 $4,128.00 $54,217.44 EXPENSES Home MortgagelRent Maintenance Utilities Electric Oil Telephone Water/Sewer $852.00 $10,224.00 40.00 480.00 65.00 780.00 45.00 540.00 36.00 432.00 MONTIILY YEARLY (Fill In appropriate column) Employment Public Transportation Lunch $100.00 $1,200.00 Taxes Real Estate Personal Property 35.00 420.00 Income 133.00 1,596.00 Insurance Homeowners 12.59 151.08 Automobile 55.00 660.00 Life Accident Health Other Automobile Payments Fuel 100.00 1,200.00 Repairs 95.00 1,140.00 Medical Doctor 25.00 300.00 Dentist 50.00 600.00 Orthodontist Hospital Medicine 25.00 300.00 Special Needs (glasses,contacts, 15.00 180.00 braces, orthopedic devices) MONTHI.Y YEARI.Y (Fill In appropriate column) Education Private School $1,054.00 $12,648.00 Parochial School College Religious Personal Clothing 250.00 3,000.00 Food 250.00 3,000.00 Barber/Hairdrcsser 50.00 600.00 Credit Payments Charge Accounts 400.00 4,800.00 Memberships 80.00 960.00 Loans Credit Union Miscellaneous Household Help Child Care 142.00 1,704.00 PaperlBookslMagazines 10.00 120.00 Entertainment 50.00 600.00 Pay TV 26.00 312.00 Vacation 42.00 504.00 Gifts 42.00 504.00 Legal Fees 170.00 2,040.00 Charitable Contributions 100.00 1,200.00 Other Child Support Alimony Payments TOTAL EXPENSES $4,349.59 $52,195.08 ANNE D. HESS, Plaintiff v. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 99 - 2388 CIVIL JOHN K. HESS, Defendant CIVIL ACTION - LAW IN DIVORCE CERTIFICATE OFSERVrCE I, John J. Connelly, Jr.. Esquire, of James, Smith, Durkin & Connelly, attorney for the Plaintiff, Anne D. Hess., hereby certify that I have served a copy of the Plaintirrs Pre-Trial Statement on the following on the date and in the manner indicated below: U.S. MAIL FIRST CLASS. PRE-PAID Gerald S. Robinson, Esquire Robinson & Geraldo 4407 North Front Street Harrisburg, PA 17110 JAMES, SMITH, DURKIN & CONNELLY DATE: 0,;1,-23 -0/ B' John .sonnel ,Jr., Esquire A,ho e for PI ntiff pbs x 650 Hershey, PA 17033 (717) 533-3280 PA J.D. No. 15615 .. ...... .....IIY ..",... YO ""IAO TO --.- ......... ~ ":'_~_"''' ...RImeI......OII .. "'''U,", NMMCN' MAY .. INftUO ....... ........, ...,. .. .- LAw 0I'l'ICIl JAMES, SMrrn, DUIOON" CONNELLY. UP Po Q lOll 6lO ~. PIlNIISYLIIANIA 1103~ .- WI ......, CEil'''" THAT TNI WIfMIN.. " TINa MIl 0lMWCCT COPY -... ntw: OI"4UMA&' ,n.ao IN TNI' ACTIOH. ., ~ ANNE D. IIESS, Plaintiff IN TilE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA v. NO. 99 - 2388 CIVIL JOHN K. HESS. Defendant CIVIL ACTION-LAW IN DIVORCE NOTICE OF ELECTION TO RETAKE FORMER NAME Notice is hereby given that the Plaintiff in thc above mallcr having becn granted a Final Dccree in Divorce from thc bonds ofmatrirnony on the 3rd day of May, 2001, hereby elects to retakc and herealler use her maiden name of Annc M. Delter and gives this written notice avowing her intcntion in accordance with the provisions of the Act of May 25, 1939, P. L. 192, as amended. DATED: .j/;O/() / I / (21t/U ,/.:') ./j/lA./ nne D. Hess TO BE KNOWN AS at/if.( tll Mlc( } Anne M. Deller day , 2001. NOTARIAL SEAL Jean L. Kosier, Notary Public ell. of Hummelslown,County of Dauphin I., ommlsslon expire. Feb. 9, 2004 ~ '-' w 3 \3 -. ';'J '- f t-.-: l;: (-. .J) I- ~~ ~ ~\~ I\) v.,: ..... 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