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HomeMy WebLinkAbout07-6815 Lisa Matukaitis, ) 2202 Chestnut Street ) Camp Hill, PA 17011 ) Plaintiff, ) V. ) Aaron Cohen ) 2202 Chestnut Street ) Camp Hill, PA 17011 ) Defendant. ) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA No. 0-)- b ?-r 5-av,` l -f cry. NOTICE TO DEFEND AND CLAIM RIGHTS You have been sued in court. If you wish to defend against the claims set forth in the following pages, you must take prompt action. You are warned that if you fail to do so, the case may proceed without you and a decree of divorce or annulment may be entered against you by the court. A judgment may also be entered against you for any other claim or relief requested in these papers by the plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the Prothonotary at Cumberland County Courthouse 1 Courthouse Square, 2nd Floor Carlisle, PA 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, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW. THIS OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT HIRING A LAWYER. IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE. CUMBERLAND COUNTY BAR ASSOCIATION, 32 SOUTH BEDFORD ST. CARLISLE, PENNSYLVANIA 717-249-3166 i Lisa Matukaitis, 2202 Chestnut Street Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 2202 Chestnut Street Camp Hill, PA 17011 Defendant. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ©`7? (og'I S caJ? I fLJ-Ai? COMPLAINT UNDER SECTION 3301(c) OR 3301(d) OF THE DIVORCE CODE 1. Plaintiff is Lisa Matukaitis who currently resides at 2202 Chestnut Street, Camp Hill, Cumberland County, Pennsylvania since June 1, 2006. 2. Defendant is Aaron Cohen who currently resides at 2202 Chestnut Street, Camp Hill, Cumberland County, Pennsylvania since June 1, 2006. 3. Plaintiff and/or Defendant have been a bona fide resident(s) in the Commonwealth for at least six months immediately previous to the filing of this Complaint. 4. The plaintiff and defendant were married on December 30, 1999 at Lewisburg, Pennsylvania, Snyder County. 5. There have been no prior actions of divorce or for annulment between the parties. 1 6. The marriage is irretrievably broken. 7. Plaintiff has been advised that counseling is available and that plaintiff may have the right to request that the court require the parties to participate in counseling. 8. Plaintiff requests the court to enter a decree of divorce. I verify that the statements made in this Complaint are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904, relating to unsworn falsification to authorities. Respectfully submitted, UVM"& Lisa Matukaitis, Plaintiff Pro Se 2202 Chestnut Street Camp Hill PA 17011 717-514-3762 Date: November 9, 2007 2 C= -, w '?+? 39 4Ln It> r' l Lisa Matukaitis, 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 Defendant. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NoA661CV DV IN DIVORCE AMENDED COMPLAINT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. Plaintiff is Lisa Matukaitis who currently resides at 3312 Trindle Road, Camp Hill, Cumberland County, Pennsylvania since September 1, 2008. 2. Defendant is Aaron Cohen who currently resides at 1199 Highland Drive, Bloomsburg, Columbia County, Pennsylvania since November 2007. 3. Plaintiff and/or Defendant have been a bona fide resident(s) in the Commonwealth for at least six months immediately previous to the filing of this Complaint. 4. The plaintiff and defendant were married on December 30, 1999 at Lewisburg, Pennsylvania, Snyder County. 1 5. There have been no prior actions of divorce or for annulment between the parties except the instant action filed on November 9, 2009 in the above-captioned case. 6. The marriage is irretrievably broken. 7. Defendant is not a member of the Armed Forces of the United States of America or any of its Allies. 8. The parties to this action separated on November 9, 2007 and have continued to live separate and apart for at least (2) years. 9. Plaintiff has been advised that counseling is available and that plaintiff 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. 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. Respectfully submitted, i? Lisa Matukaitis, Plaintiff Pro Se PA Bar No. 202467 3312 Trindle Road Camp Hill, PA 17011 Date: November 9, 2009 2 f ?lyY4s1 ^F 7k I c, 2g ""?` id r Lisa Matukaitis, 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 Defendant. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA No. g bbl CV 0 (Q ? / DV IN DIVORCE NOTICE If you wish to deny any of the statements set forth in this affidavit, you must file a counter-affidavit within twenty (20) days after this affidavit has been served on you or the statements will be admitted. AFFIDAVIT OF SEPARATION UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. The parties to this action separated on November 9, 2007 and have continued to live separate and apart for a period of at least two (2) years. 2. The marriage is irretrievably broken. 3. I understand that I may lose rights concerning alimony, division of property, lawyer's fees, or expenses if I do not claim them before a divorce is granted. I verify that the statements made in this 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: "I 9( Signature of Plaintiff: Printed Name I I 1i6l? Telephone Number ;F T C? ?Y 0 0 AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohenggmail.com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, Lisa Matukaitis State Street Harrisburg, PA 17101, Defendant. V. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV ANSWER TO COMPLAINT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. Plaintiff does not have information or knowledge to answer this claim. Plaintiff has refused to give the address even though Defendant has asked. Defendant knows where the Camp Hill house is. Plaintiff has maintained two residences, one at the referenced address, and at her office which was previously her residence and business. Plaintiff is not sure when exactly plaintiff moved in to her current address as listed in her complaint but is not sure when or if she and the parties' children there full time. 2. Denied. Plaintiff has resided at this address since April 2009, and lived at this address from November 2006 until end March 2008. 3. Admitted. 4. Admitted. 5. Admitted. As such Plaintiff is at a loss as to why the caption in Plaintiff's corresponding Divorce Complaint contains "AMENDED" in its title. 6. Admitted. 7. Admitted. 8. Admitted. 9. Plaintiff is without knowledge of this statement so is thusly not required to answer. 10. Plaintiff is not required to answer this as it is a legal request. However Plaintiff does not contest the divorce. I verify that the statements made in this Answer are true and correct. I understand that false statements made in this counter-affidavit are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: November 17, 2009. Aaron Cohen CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested, and Regular Mail, Delivery Confirmation, on this 18th day of November, 2009 upon the following: Lisa Matukaitis 211 State Street, Suite 100 Harrisburg, PA 17101 6 ) .0 ? 4 rip Cahej FILED-OF ICE OF THE PROT CMI TARY 2009 NOV 19 AM 11: 5 5 PENNSYLVANA r 0 AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aaronp,rgycohen@gmaii.com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, V. Lisa Matukaitis State Street Harrisburg, PA 17101, Defendant. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV COUNTER-AFFIDAVIT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. I do not oppose the entry of a Divorce Decree. 2. I wish to claim economic relief which may include alimony, division of property, lawyer's fees, or expenses or other important rights. I understand that in addition to Number Two (2) above, I must also file all of my economic claims with the Prothonotary in writing and serve them on the other party. If I fail to do so before the date set forth on the Notice of Intention to Request Divorce Decree, the divorce decree may be entered without further notice to me, and I shall be unable thereafter to file any economic claims. I was served with Plaintiff's "Affidavit of Separation." I verify that the statements made in the counter-affidavit are true and correct. I understand that false statements made in this counter-affidavit are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: November 17, 2009. ,-?aron Cohen CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested, and Regular Mail, Delivery Confirmation, on this 18th day of November, 2009 upon the following: Lisa Matukaitis 211 State Street, Suite 100 Harrisburg, PA 17101 oCt?'?? ?a ?c ? FLED-OFFICE OF THE PP's } HO)NOTARY 2004 NOV 19 AM 11: S 4 PEN NSYLV A1 VA AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aaronfzraycohen@gmail.com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, V. Lisa Matukaitis State Street Harrisburg, PA 17101, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-Marital Support-ALIMONY No. 2007 CV 06815 DV Defendant. CIVIL ACTION COMPLAINT- ALIMONY JURISDICTION AND VENUE 1. This Court has Jurisdiction as the separation and events leading to the separation occurred while the parties lived in Cumberland County. The parties' minor children live in Cumberland County with respondent. To Petitioner's information and belief a divorce has been initiated in Cumberland County by Respondent, although the necessary papers have not been served to Petitioner. Petitioner resides in Columbia County, PA with his parents. PARTIES 1. Plaintiff resides in Camp Hill Borough, 17011, Cumberland County. Defendant's social security number is 185-66-3438. Her birth date is Aug. 29 1971. 2. Defendant resides at 1199 Highland Drive, Bloomsburg, PA, 17815, Columbia County. Plaintiffs Social Security number is 179627441 and his birth date is June 6, 1971. 3. a. Plaintiff and Defendant were married on December 30 1999 in Lewisburg, PA. b. Plaintiff And defendant were separated in early-to-mid November 2007. c. Plaintiff and Defendant are not divorced. FACTUAL ALLEGATIONS 4. Plaintiff and defendant are the parents of the following children born of the marriage: a. Ethan Cohen, 9, born July 18 2008, residing with Defendant primarily, in Camp Hill, PA b. Bennett Cohen, 5m born January 2004, resides primarily with Defendant in Camp Hill, PA. 5. Plaintiff seeks support for Himself. 6. a. Plaintiff is not receiving public assistance b. Plaintiff has received additional income from substitute teaching in the amount of $1,367.54 from September 2009 to date. His parents provide him approximately for gas, health insurance, medical expenses, miscellaneous, and they provide room and board. However now that Plaintiff is substitute teaching he is required to contribute to the share of his expenses at his current household. WHEREFORE, Plaintiff AARON COHEN requests that this Court grant a fair and just amount of alimony to help maintain his standard of living as during the marriage, as well as enable Plaintiff to pay to or offset Respondent child support (after the divorce is final upon belief Plaintiff expects Defendant to file for child support), and to help support himself. Plaintiff hereby requests a conciliation meeting with the Special Master, Respectfully Submitted, Aaron Cohen Pro Se DATED: November 16, 2009 Notice Guidelines for child and spousal support, and for alimony pendente lite have been prepared by the court of common pleas and are available for inspection in the office of the Domestic Relations Section, Cumberland County Court of Common Pleas. VERIFICATION Pursuant to 18 Pa.C.S. Section 4904, I, Plaintiff Aaron Cohen, hereby certify that the facts written in the attached complaint are true and correct to the best of my knowledge and belief. Aaron Cohe DATED: November 16, 2009 CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested, and Regular Mail, Delivery Confirmation, on this 18'h day of November, 2009 upon the following: Lisa Matukaitis 211 State Street, Suite 100 Harrisburg, PA 17101 FILED-,DE-"r OF THE PP,? i ? CNOTARY 2004 NOV 19 AM 11 : 5 2 cum DI UNTY "'?JY NA i? C.iv; ?a i..V?? C-L l? 9G/G 3 3 S7? ijt,. I s .s -7 xt AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohen&g ,mai 1. com AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aaron yrayco en&)g)maj1.com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV Defendant. ORDER OF COURT You, Lisa Matukaitis, Defendant, are ordered to appear at before , a conference officer of the domestic Relations Section, on the day of , 20 , at M., for a conference, at which the officer may recommend that an order of support be entered against you. You are further ordered to bring to the Conference: (1) a true copy of your most recent Federal Income Tax Return, including W2s,as filed, (2) Your Pay stubs for the preceding six months, (3) the Income Statement and the appropriate Expense statement, if required, attached to this order, completed as required by Rule 1910.11(c), (4) Verification of of child care expenses, and (5) Proof of medical coverage which you may have, or may have available to you. If you fail to appear for the conference or to bring the required documents, the court may issue a warrant for you arrest and/or enter an interim support order. THE APPROPRIATE COURT OFFICER MAY ENTER AN ORDER AGAINST EITHER PARTY BASED UPON THE EVIDENCE PRESENTED WITHOUT REGARD TO WHICH PARTY ENTERED THE SUPPORT ACTION. Date of Order ,J. YOU HAVE THE RIGHT TO A LAWYER, WHO MAY ATTTEND THE COMFERENCE AND SUPPORT YOU. IF YOU DO NOT HAVE A LAWYER, GO TO OR TELEPHONE THE OFFICE ST FORTH BELOW. IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER LEGAL SERVICES TO ELIGIBLE INDIVIDUALS AT A REDUCED OR NO FEE CUBERLAND COUNTY BAR ASSOCIATION 2 Liberty Avenue Carlisle, PA 17013 (717) 249-3166 AMERICANS WITH DISABILITIES ACT OF 1990 The Court of Common Pleas of Cumberland County is required by law to comply with the Americans with disabilities Act of 1990. For information about accessible facilities and reasonable accommodations available to disabled individuals having business before the court, please contact this office. All arrangements must be made at least 72 hours prior to any hearing or business before the court. You must attend the scheduled conference or hearing. INCOME STATEMENT FOR DEFENDANT Lisa Matukaitis v. Aaron Cohen No.: INCOME Employer - Address- Type of Work_ Payroll Number. Pay Period Weekly, Biweekly, etc. Gross per pay period Itemized Payroll Deductions Federal Withholding FICA Local Wage Tax State Income Tax Mandatory Retirement Union Dues Health Insurance Other Net Pay per Period Other income: (in weekly, monthly, other) Interest- Dividends Pension Distributions Annuity Social Security Rents Royalties Unemployment Comp Workers Comp. Employment Fringe Benefits Other Total Total Income -$ PROPERTY OWNED (Indicate Description, Value, and Ownership) Checking Accounts Savings Accounts_ Credit UNION Stocks/Bonds Real Estate Other INSURANCE (Indicate Company, Policy Number, and Beneficiaries) Hospital Medical Health/Accident_ Disability Income Dental Other SUPPLEMENTAL INCOME STATEMENT (a)This form is to be filled out by a person who (Check one): -Operates a business or practices a profession, or -Who is a member of a partnership or joint venture, or -Who is a shareholder in all and is salaried by a close corporation or similar entity (b) attach to this statement a copy of the following 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 phone number (d) Nature of Business (Check One) -(1)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_ AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohen(&,,gmail. com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY Aaron Cohen CIVIL ACTION IN LAW-DIVORCE 1199 Highland Drive ALIMONY Bloomsburg, PA 17815, No. 2007 CV 06815 DV Defendant. CORRECTED (AMENDED) CIVIL ACTION COMPLAINT- ALIMONY JURISDICTION AND VENUE 1. This Court has Jurisdiction as the separation and events leading to the separation occurred while the parties lived in Cumberland County. The parties' minor children live in Cumberland County with respondent. To Petitioner's information and belief a divorce has been initiated in Cumberland County by Respondent, although the necessary papers have not been served to Petitioner. Petitioner resides in Columbia County, PA with his parents. PARTIES 1. Plaintiff resides in Camp Hill Borough, 17011, Cumberland County. Defendant's social security number is 185-66-3438. Her birth date is Aug. 29 1971. 2. Defendant resides at 1199 Highland Drive, Bloomsburg, PA, 17815, Columbia County. Plaintiff s Social Security number is 179627441 and his birth date is June 6, 1971. 3. a. Plaintiff and Defendant were married on December 30 1999 in Lewisburg, PA. b. Plaintiff And defendant were separated in early-to-mid November 2007. c. Plaintiff and Defendant are not divorced. FACTUAL ALLEGATIONS 4. Plaintiff and defendant are the parents of the following children born of the marriage: a. Ethan Cohen, 9, born July 18 2008, residing with Defendant primarily, in Camp Hill, PA b. Bennett Cohen, 5m born January 2004, resides primarily with Defendant in Camp Hill, PA. 5. Plaintiff seeks support for Himself. 6. a. Plaintiff is not receiving public assistance b. Plaintiff has received additional income from substitute teaching in the amount of $1,367.54 from September 2009 to date. His parents provide him approximately for gasoline, health insurance, medical expenses, miscellaneous, child care and custody visitation, and they provide room and board. However now that Plaintiff is substitute teaching and he is required to contribute to his expenses at his current household, and child custody visitation. Defendant is not sure of how much longer his parents will pay his Health Insurance, Medical Expenses, and is also not sure if Plaintiff will initiate Child Support proceedings which would be offset by any Alimony received. WHEREFORE, Plaintiff AARON COHEN requests that this Court grant a fair and just amount of alimony to help maintain his standard of living as during the marriage, as well as enable Plaintiff to pay to or offset Respondent child support (after the divorce is final upon belief Plaintiff expects Defendant to file for child support), and to help support himself. Plaintiff hereby requests a conciliation meeting with the Special Master, Respectfully Submitted, Aaron Cohen Pro Se DATED: November 30, 2009 Notice Guidelines for child and spousal support, and for alimony pendente lite have been prepared by the court of common pleas and are available for inspection in the office of the Domestic Relations Section, Cumberland County Court of Common Pleas. VERIFICATION Pursuant to 18 Pa.C.S. Section 4904, I, Plaintiff Aaron Cohen, hereby certify that the facts written in the attached complaint are true and correct to the best of my knowledge and belief. Aaron Cohen DATED: November 30, 2009 CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested, and Regular Mail, Delivery Confirmation, on this 30`h day of November, 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 ?, 2H9 DEC --? 11 1? i i t i?- L 4 N AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohe.n(a?amai Lcom Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE : No. 2007 CV 06815 DV Defendant. CORRECTED (AMENDED) ANSWER TO COMPLAINT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. Plaintiff does not have information or knowledge to answer this claim. Plaintiff has refused to give the address even though Defendant has asked. Defendant knows where the Camp Hill house is. Plaintiff has maintained two residences, one at the referenced address, and at her office which was previously her residence and business. Plaintiff is not sure when exactly plaintiff moved in to her current address as listed in her complaint but is not sure when or if she and the parties' children there full time. 2. Denied. Plaintiff has resided at this address since April 2009, and lived at this address from November 2006 until end March 2008. 3. Admitted. 4. Admitted. 5. Admitted. As such Plaintiff is at a loss as to why the caption in Plaintiff's corresponding Divorce Complaint contains "AMENDED" in its title. 6. Admitted. 7. Admitted. 8. Admitted. 9. Plaintiff is without knowledge of this statement so is thusly not required to answer. 10. Plaintiff is not required to answer this as it is a legal request. However Plaintiff does not contest the divorce. I verify that the statements made in this Answer are true and correct. I understand that false statements made in this counter-affidavit are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: November 30, 2009. on Cohen 1 -.% CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Regular Mail, Delivery Confirmation, on this 30th day of November, 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Tril bifli 3' r 4R AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohen(iz:gmai l xom Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, C!n C? t...: c?:'?'r7 N - COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV Defendant. CORRECTED (AMENDED) COUNTER-AFFIDAVIT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. I do not oppose the entry of a Divorce Decree. 2. I wish to claim economic relief which may include alimony, division of property, lawyer's fees, or expenses or other important rights. I understand that in addition to Number Two (2) above, I must also file all of my economic claims with the Prothonotary in writing and serve them on the other party. If I fail to do so before the date set forth on the Notice of Intention to Request Divorce Decree, the divorce decree may be entered without further notice to me, and I shall be unable thereafter to file any economic claims. I was served with Plaintiff's "Affidavit of Separation." I verify that the statements made in the counter-affidavit are true and correct. I understand that false statements made in this counter-affidavit are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: November 30, 2009. Aaron Cohen f , w CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested, and Regular Mail, Delivery Confirmation, on this 30th day of November, 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Harrisburg, PA 17011 AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohenLi,,gmail. com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, V. Lisa Matukaitis State Street Harrisburg, PA 17101, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-Marital Alimony. Case No. No.: 2007 CV 06815 Defendant. HEALTH INSURANCE COVERAGE INFORMATION REQUIRED BY THE COURT This form must be completed and returned to the domestic relations section. IF YOU FAIL TO PROVIDE THE INFORMATION REQUESTED, THE COURT MAY FIND THAT YOU ARE IN CONTEMPT OF COURT Do you provide insurance coverage for the dependents named below? a. SS# b. SS# Insurance Company Provider Group Number. Policy Number Effective Coverage Date Type of Coverage Cost of Coverage for Dependents CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested, and Regular Mail, Delivery Confirmation, on this 18th day of November, 2009 upon the following: Lisa Matukaitis 211 State Street, Suite 100 Harrisburg, PA 17101 A?111 -Z::?: 4e it ) to LP:09 U%.u `2 f i f I'mo`.," " J lrL,' __ ;sad AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aaronglaycohen@amail.com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, V. Lisa Matukaitis State Street Harrisburg, PA 17101, Defendant. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing Counter-Affidavit of-Plaintiff s Affidavit for Divorce Decree to be sent via Certified Mail, Return Receipt Requested, and Regular Mail on the 20th day of November, 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 By: Aaron C en i'1d..?..':J + 1; Iw'4 r- A 2009 DEC -2 PIN 12: 4 AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohenggmail.com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, v. Lisa Matukaitis State Street Harrisburg, PA 17101, Defendant. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY : CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing Answer to Divorce Complaint to be sent via Certified Mail, Return Receipt Requested, and Regular Mail on the 20th day of November, 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 i By: Aaron Cohen 2009 DEC -2 PM 12: !Y D ieF?' li t AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohen@gmaii.com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, V. Lisa Matukaitis State Street Harrisburg, PA 17101, Defendant. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing Request for Insurance Information to be sent via Certified Mail, Return Receipt Requested, and Regular Mail on the 20th day of November, 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 i By: Aaron Co n 2009 DEC -2 P 12: is { IJLr?J?:. ? v; t t 1` j - y1 AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongra when a mail.com Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Plaintiff, V. Lisa Matukaitis State Street Harrisburg, PA 17101, Defendant. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing PLAINTIFF'S COMPLAINT FOR ALIMONY to be sent via Certified Mail, Return Receipt Requested, and Regular Mail on the 20th day of November, 2009 upon the following: Lisa Matukaitis 3312 `Trindle Road Camp Hill, PA 17011 By: Aar F l u. j ; r k= r 10TARY 2009 DEC -2 PM 12: 41 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff VS. pp? C r f-1 t nn L d h ?? L-J NO. t-. 0 (3 ?$ l 20 Defendant MOTION FOR APPOINTMENT OF MASTER u (Plaintiff) (Defendant), moves the court to appoint a master with respect to the following claims: ? Divorce ? Distribution of Property Annulment ? Support Alimony ? Counsel Fees ? Alimony Pendente Lite ? Costs and Expenses and in support of the m n states: zslo claims (s) for which the appointment of a master is requested. 1. Discovery is co pletc th 2. The defendant (has snot ppeared in the actio personally (by his attorney, , Esquire). 3. The staturory ground (s) for divorce (is) (are) 3 3d) 4. Delete the inapplicable paragraph (s): a. The action is not contested. -b.. A JA . ?i NW c. The action is contested with respect to the following claims: 5. The action (involve C es not involve) omplex issues of law or fact. 6. The hearing is expected to tam a ? (hours) (days). 7. Additional information, if any, relevant to the motion: Date: l i 0 (? Defendant) Print Name ORDER APPOINTING MASTER AND NOW , 20 Esquire, is appointed master with respect to the following claims: By the Court, FILE?-+r=? OF THE MOT i-',r NOTARY 2009 DEC 14 PFD 12: 3 7 DEC 15 2009 1 SQ- ?u (l?Kk??? IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff VS. NO. 20 Defendant c MOTION FOR APPOINTMENT OF MASTER ?e 1?1 (Plaintiff) (Defendant), moves the court to appoint a master with respect to the following ?Iaim??- El Divorce ? Distribution of Property ? Annulment ? Support Alimony ? Counsel Fees ? Alimony Pendente Lite ? Costs and Expenses and in support of the m t. states: 1. Discovery iscomplete the claims (s) for which the appointment of a master is requested. 2. The defendant (has s not ppeared in the actin personally (by his attorney, [?? f Esquire). 3. The staturory ground (s) for divorce (is) (are) 4. Delete the inapplicable paragraph (s): a. The action is not contested. b-, An C. The action is contested with respect to the following claims: Ii M 0?? 5. The action (involve. (does not involve) omplex issues of law or fact. 6. The hearing is expected to tae f a ? (hours) (days). Additional information, if any, relevant to the motion: Date: I a10 16 IT r? S C Print Name ORDER APPOINTING MASTER AND NOW 20(1, i? Esquire, is appointed master with respect to the following claims: 4L ?/ 7 By the Co J. OF THE RLLL` -cIF JCL p?Y 2009 DEC 16 PH 2: 3 2 FILES FICE OF' THE P 'nr:r(-)'FAPY 2009 DEC 14 F1112: 3 7 !;Lit er-`cq - l.' rrt? L? -rtn IQ - e3kc4-) AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aaron ,ravcoheng-.gmail.com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Defendant. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV CORRECTED (AMENDED) ANSWER TO COMPLAINT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. Plaintiff does not have information or knowledge to answer this claim. Plaintiff has refused to give the address even though Defendant has asked. Defendant knows where the Camp Hill house is. Plaintiff has maintained two residences, one at the referenced address, and at her office which was previously her residence and business. Plaintiff is not sure when exactly plaintiff moved in to her current address as listed in her complaint but is not sure when or if she and the parties' children there full time. 2. Denied. Plaintiff has resided at this address since April 2009, and lived at this address from November 2006 until end March 2008. 3. Admitted. 4. Admitted. 5. Admitted. As such Plaintiff is at a loss as to why the caption in Plaintiff's corresponding Divorce Complaint contains "AMENDED" in its title. 6. Admitted. 7. Admitted. 8. Admitted. 9. Plaintiff is without knowledge of this statement so is thusly not required to answer. 10. Plaintiff is not required to answer this as it is a legal request. However Plaintiff does not contest the divorce. I verify that the statements made in this Answer are true and correct. I understand that false statements made in this counter-affidavit are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unworn falsification to authorities. DATE: November 30, 2009. Aaron Cohen FILED-0 riuE OF THE P ;,DTI 110NOTARY 2009 DEC 14 PM 12: 01 { AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohen(c gmail.com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV Defendant. CORRECTED (AMENDED) ANSWER TO COMPLAINT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. Plaintiff does not have information or knowledge to answer this claim. Plaintiff has refused to give the address even though Defendant has asked. Defendant knows where the Camp Hill house is. Plaintiff has maintained two residences, one at the referenced address, and at her office which was previously her residence and I business. Plaintiff is not sure when exactly plaintiff moved in to her current address as listed in her complaint but is not sure when or if she and the parties' children there full time. 2. Denied. Plaintiff has resided at this address since April 2009, and lived at this address from November 2006 until end March 2008. 3. Admitted. 4. Admitted. 5. Admitted. As such Plaintiff is at a loss as to why the caption in Plaintiff's corresponding Divorce Complaint contains "AMENDED" in its title. 6. Admitted. 7. Admitted. 8. Admitted. 9. Plaintiff is without knowledge of this statement so is thusly not required to answer. 10. Plaintiff is not required to answer this as it is a legal request. However Plaintiff does not contest the divorce. I verify that the statements made in this Answer are true and correct. I understand that false statements made in this counter-affidavit are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: November 009. aron Cohen CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be 10 to c em t' sent via Regular Mail, Delivery Confirmation, on this 3Qh day of 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 6 ? " ;a?_- OF THE PROTHONOTARY 2009 DEC 14 FM 12: 26 I 4NSYL,VX4/ . -FILED-;0FF OF V ,'r_- FRO 0 N 0 TARY 2010 JAN -8 P14 3: 22 CUM?E, ± lCulwy rL'FVt?-TVn '% 4A AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aaron Jraycohen z)gmail.com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, v. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Defendant. Defendant hereby timely submits the following: jr i A (C )11,104 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY CIVIL ACTION IN LAW-DIVORCE : No. 2007 CV 06815 DV DEFENDANT'S CLAIM/PETITION FOR ALIMONY-AND-- REQUEST FOR A HEARING BFORE A DIVORCE MASTER JURISDICTION VENUE AND CASE HISTORY This Court has Jurisdiction as the separation and events leading to the separation occurred while the parties lived in Cumberland County. The parties' minor children live in Cumberland County with respondent. A divorce has been initiated in Cumberland County by Respondent. Petitioner resides in Columbia County, PA with his parents. Petitioner attempted to file Alimony (rather than as a new matter or counter-claim) with the Prothonotary but was told (but does not believe it to be) it was defective, so rather than amending the attempted and timely petition for Alimony, Petitioner timely files this current Alimony Petition and Motion for a Hearing with a Master in conjunction with the Plaintiff's original service and the rest of the parties' filed divorce pleadings in the above-referenced and captioned case. The divorce at issue is not contested. PARTIES 1. Plaintiff resides at 3312 Trindle Road, Camp Hill Borough, 17011, Cumberland County. Defendant's social security number is 185-66-3438. Her birth date is Aug. 29 1971. 2. Defendant resides at 1199 Highland Drive, Bloomsburg, PA, 17815, Columbia County. Plaintiffs Social Security number is 179627441 and his birth date is June 6, 1971. 3. a. Plaintiff and Defendant were married on December 30 1999 in Lewisburg, PA. b. Plaintiff And defendant were separated in early-to-mid November 2007. c. Plaintiff and Defendant are not divorced. FACTUAL ALLEGATIONS 4. Plaintiff and Defendant are the parents of the following children born of the marriage: Ethan Cohen, 9, born July 18 2008, residing with Plaintiff primarily, in Camp Hill, PA, and Bennett Cohen, born January 2004, resides primarily with Plaintiff in Camp Hill, PA. 5. Plaintiff has initiated divorce proceedings and Defendant has not contested the divorce but claimed in his Counter-Affidavit that he wishes to pursue Alimony. 5. Defendant seeks Alimony Per 23 Pa.C.S.A. §3701, for Himself until he can "get back on his feet." 6. Plaintiff is not receiving public assistance 7. Plaintiff has received income from substitute teaching in the amount of approximately $1,600.00 from September 2009 to date. Since April 2009, his parents provide him approximately for gasoline, health insurance, medical expenses, miscellaneous, child care and custody visitation, and they provide room and board. 8. However now that Plaintiff is substitute teaching and he is required to contribute to his expenses at his current household, and child custody visitation. Defendant is not sure of how much longer his parents will pay his Health Insurance, Medical Expenses, and is also not sure if Plaintiff will initiate Child Support proceedings which would be offset by any Alimony received. 9. Plaintiff is switching careers to teaching and will be attending school, as he has not been able to find work since the parties' partnership broke up due to Plaintiffs' infidelities and abuses, and Defendant's business, which he started from scratch, failed due to a lack of a client base (Plaintiff took all clients) and the sudden economical collapse. WHEREFORE, Plaintiff AARON COHEN requests that this Court grant a fair and just amount of alimony per 23 Pa.C.S.A. §3701 to help him "get back on his feet," maintain his standard of living as during the marriage, including his time as a "stay at home day," as well as enable Plaintiff to pay to or offset Respondent child support should said support be filed, and to help support himself until he can find a position to sustain himself and meet possible child- rearing obligations. Plaintiff hereby requests a hearing before a Divorce Master. Respectfully Submitted, Aaron Cohen Pro Se -1 ff- Vvej I] 61 /6 far C I S r J'14,11 DATED: December 2, 2009 VERIFICATION Pursuant to 18 Pa.C.S. Section 4904, I, Plaintiff Aaron Cohen, hereby certify that the facts written in the attached petition are true and correct to the best of my knowledge and belief. Aaron Cohen DATED: December 2, 2009 l ''? ?? CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Regular Mail, Delivery Confirmation, on this 3rd day of December, 2009 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 and at 211 State Street Suite 100 Harrisburg, PA 17101 BY: Aaron Cohen ` 1Qe - 5; 3 "rear y Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 lmCWmatlawllc.com IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA LISA MATUKAITIS, ) Plaintiff ) V. ) AARON COHEN ) Defendant. ) ? IL.?.1- K -7 - 1L ? 2010 Jf,°2 P; 12: 5 ' cu CIVIL ACTION IN LAW - DIVORCE ALIMONY No: 2007 CV 06815 OPPOSITION TO DEFENDANT'S REQUEST FOR ALIMONY Comes now, Lisa Matukaitis, pro se, and files this Opposition to Defendant's Request for Alimony and respectfully requests Defendant's claim for alimony be dismissed with prejudice, and in support thereof states as follows: A. Factual Background Lisa Matukaitis (hereinafter "Ms. Matukaitis") and the Defendant, Aaron Cohen (hereinafter "Mr. Cohen") were married on December 30, 1999. At the time of the parties' marriage, both parties were enrolled in law school in Massachusetts. Mr. Cohen graduated from law school in May of 2000. Ms. Matukaitis gave birth to the parties' son on July 18, 2000. Mr. Cohen took and passed the July 2000 Massachusetts and Connecticut bar examinations and was admitted to practice in those states in October 2000. Ms. Matukaitis, who always attended law school part-time and worked during the t day, graduated from law school in December 2001. She took the February 2002 Connecticut bar exam and was admitted to practice law in Connecticut in June of 2002. The parties moved to Pennsylvania in April of 2002. Neither was admitted to practice law in Pennsylvania. Mr. Cohen worked as an attorney for MidPenn Legal Services, a position which he held for approximately six months. Ms. Matukaitis worked as an attorney for the Pennsylvania Coalition Against Domestic Violence, a position which she held from April 2002 until January 2005. In January of 2004, Ms. Matukaitis gave birth to the parties' second child. In January of 2005, Ms. Matukaitis lost her job while on FMLA leave to care for the parties' second child. Mr. Cohen, who was not working, abandoned the marital home for approximately three months from June 2005 until September 2005. During that time, Mr. Cohen took the Pennsylvania Bar Exam in July of 2005 and was admitted to practice law in Pennsylvania at that time. As a consequence of Mr. Cohen's abandonment, Ms. Matukaitis was the only caretaker of the parties' children and had to support the family on unemployment compensation benefits and public assistance. See Exhibit 1 attached hereto. Despite wanting to take the Pennsylvania Bar Exam at that time, Ms. Matukaitis could not due to her lack of income and family responsibilities. As such, she was delayed in taking the Pennsylvania bar until February of 2006 and was admitted to practice law in Pennsylvania in August of 2006. In July of 2005, Ms. Matukaitis then was forced by Mr. Cohen and his family--who refused to allow Ms. Matukaitis to relocate with the family-- to decline a lucrative job offer for a national, plaintiff's employment law firm in Connecticut, where she was admitted to practice law (and where Mr. Cohen was admitted 2 to practice as well). Consequently, in August of 2005, Ms. Matukaitis had to accepting a low-paying, non-attorney position in Pennsylvania so that she could earn the family's income and medical benefits. See e.e., Exhibit 1 attached hereto. In January of 2006, Ms. Matukaitis received a confidential settlement. See e.s., Exhibit 2 attached hereto. The parties agreed that a large portion of the settlement would be used to start a law firm. Because Ms. Matukaitis was not yet admitted to practice law in Pennsylvania and Mr. Cohen was, the law firm was started in Mr. Cohen's name (hereinafter "Aaron Gray Cohen Law Office") in April of 2006. See Exhibit 2 attached hereto. In December of 2006, Ms. Matukaitis resigned from her employment and began working with Mr. Cohen. Per the parties' business plan, in February of 2007, they began a partnership law firm (hereinafter "Cohen Matukaitis LLC"). See K-Is for 2007 and 2008 attached hereto as Exhibits 3 and 7. Mr. Cohen again abandoned the marriage and physically left the residence for approximately two months from February 2007 until April 2007. During the parties' entire marriage and post-separation, Mr. Cohen was not a "stay at home dad" as he is now alleging. Ms. Matukaitis has been the primary caretaker of the parties' children, who are now five and nine. Ms. Matukaitis breast fed each child for approximately two years, and spent six years of the eight year marriage pregnant and/or breastfeeding the children. During the parties' marriage, the parties' children were either at work with Ms. Matukaitis, enrolled in full-time daycare, and/or attended school. During the parties' marriage, the parties' incurred an average of $8,000 per year in child care expenses and qualified for a child care tax credit. See Exhibits 1, 2, and 3 attached hereto. Additionally, the parties' oldest child has disabilities, including a pervasive 3 development disorder, which requires Ms. Matukaitis to spend significant resources for medical and educational interventions. Due to long-standing irreconcilable differences and Mr. Cohen's indignities, Ms. Matukaitis filed for divorce on November 9, 2007 and Mr. Cohen left the martial residence at that time. After only 11 months of existence, Cohen Matukaitis LLC was dissolved in January of 2008, and each of the parties had $288.00 in a capital account. See Exhibit 7 attached hereto. In January of 2008, Ms. Matukaitis started her own law firm, Matukaitis Law LLC. Ms. Matukaitis maintains her office in Harrisburg, has no employees, and has no partners. Through her self-employment, she is the sole economic supporter of the parties' children and has received only $210 from Mr. Cohen since April of 2009. She is also the primary caretaker of the parties' children, cares for the parties' five year old son, in the mornings until he goes to afternoon kindergarten, and care for the parties' nine year old son who has disabilities. From the date of the parties' separation, Mr. Cohen maintained his original law firm, Aaron Gray Cohen Law Office and voluntarily dissolved it in March of 2009 (over 18 months after the parties' separated). Mr. Cohen voluntarily gave up all three of his law licenses nearly two years after the parties' separated and now claims he is a substitute teacher, earning approximately $100 per day for sporadic employment. Mr. Cohen has no overnight visitation with the children during the weekdays and has approximately six overnights with the children per month at his parents' house, whom regularly take care of the children when in Mr. Cohen's custody. LEGAL ARGUMENT It appears that Mr. Cohen is requesting the court for an award of "rehabilitative 4 alimony." Pursuant to Pennsylvania case law, rehabilitative alimony enables a dependent spouse whose education or career was disrupted by the marriage to return to school or retrench his or her career. In the instant matter, Mr. Cohen was neither a dependant spouse nor was his education and career disrupted by the marriage. See Paragraph 6 below for further specific discussion. Mr. Cohen and Ms. Matukaitis separated 27 months ago. During that period of time, Mr. Cohen continued to practice law and operated his own firm, the Aaron Gray Cohen Law Office. He voluntary abandoned this business in March of 2009. Mr. Cohen's alleged new career as a substitute teacher did not commence until the Fall of 2009. In the interim, Mr. Cohen voluntarily relinquished his three law licenses. Over the past 27 months, Mr. Cohen has had ample time to "get back on his feet" financially.' Under Pennsylvania law, there are seventeen factors which a court must consider in the award of alimony to a former spouse. In determining whether alimony is necessary, a court shall consider the factors outlined in 23 Pa.C.S.A. § 3701(b). Ms. Matukaitis respectfully submits that Mr. Cohen cannot show any basis for an award of alimony, as more fully outlined below: (1) The Parties Have the Same Earning Capacities; Therefore Mr. Cohen is not entitled to an alimony award. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(1). Mr. Cohen and ' Prior to the instant action, Mr. Cohen had never sought spousal support or alimony pendente lite from Ms. Matukaitis. This request for alimony was filed only after Ms. Matukaitis filed a Petition of Contempt, Request for Enforcement of Protective Order and for an Order Requiring Father to Undergo Psychological and Custody Evaluation. See Exhibit 9 attached hereto. As such, Mr. Cohen's ex post facto request for alimony at this time for the alleged purpose of "getting back on his feet" can only be considered a retaliatory action and without merit. 5 Ms. Matukaitis have identical earning capacities. They each are college-educated and hold law degrees from the same academic institution. Mr. Cohen was admitted to practice law in three states, Pennsylvania (2005), Connecticut and Massachusetts (2000), and Ms. Matukaitis is admitted to practice law in Pennsylvania (2006) and Connecticut (2002). (2) The Parties are the same age and Mr. Cohen has not alleged any impairment that would affect his ability to earn a living; Therefore, Mr. Cohen is not entitled to an alimony award. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(2). Mr. Cohen and Ms. Matukaitis are the same age, 38. Mr. Cohen has not alleged any physical, mental or emotional impairment that would affect his ability to earn a living. (3) The Parties'sources of income were through self-employment and Mr. Cohen operated his own law firm; Therefore, Mr. Cohen is not entitled to alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(3). Ms. Matukaitis' sole source of income is her own law practice. She operates as a solo practitioner, and is the primary caretaker of both children, one of whom has disabilities and accommodation plans at school. The parties' youngest son is in Kindergarten, which is a half-day program in the afternoons. Ms. Matukaitis receives no financial support from any other sources, including family members or Mr. Cohen. Mr. Cohen has admitted that he receives substantial financial support from his parents in addition to his earned income. To date this year, Mr. Cohen has paid Ms. Matukaitis $210.00, which is far below the expenditures required by Ms. Matukaitis in support of the parties' children. (4) The parties had no expectancies; Therefore, Mr. Cohen is not entitled to 6 alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(4). There is no expectancy or inheritance of either party, to the best of Ms. Matukaitis' knowledge. (5) The Parties' marriage was short and Mr. Cohen abandoned the marriage for long periods of time; Therefore, Mr. Cohen is not entitled to alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(5). The parties were married for less than eight years, during which time they were each enrolled in law school for the first two years of the marriage. Ms. Matukaitis worked full-time while attending law school in the evenings, and Mr. Cohen attended school full time and did not work. During the marriage, Mr. Cohen abandoned the marriage and the parties' children for long periods of time. (6) Mr. Cohen did not contribute to Ms. Matukaids' education, training, or earning power; Therefore, he is not entitled to alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(6). Mr. Cohen did not contribute to the education, training or increased earning power of Ms. Matukaitis. He did not forego any opportunities for professional advancement during the marriage. He alleges that he was a full-time, stay at home dad to the two minor children, however this claim has no merit. The parties' tax returns indicate that the children were enrolled in full-time daycare programs, at a cost of approximately $8,000.00 per year. See Exhibits 1, 2, and 3 attached hereto. This number represents approximately 25% of the parties' income at the time, and no family with the ability to have a parent stay at home with the children would incur this expense. Further, Ms. Matukaitis passed up professional opportunities for advancement 7 during the marriage. One example, in 2005, after being terminated from her position following the birth of the parties' youngest child, she was offered a position as an attorney at a prestigious employment law firm in Manhattan and Connecticut. Mr. Cohen originally agreed to the move, and she accepted the position. At the eleventh hour, after the parties had sold most of their personal possessions in anticipation of the upcoming move, Mr. Cohen then refused to move, despite also being admitted to practice law in Connecticut and not being admitted to practice in Pennsylvania. Ms. Matukaitis was forced to decline the opportunity, which put undue financial strain on the parties as Ms. Matukaitis was not at the time admitted to the Pennsylvania bar (nor was Mr. Cohen). After Mr. Cohen derailed this opportunity, Ms. Matukaitis was forced to accept a position as a non-attorney in Pennsylvania. She did this for the benefit of the family, to provide the only income and benefits for the parties and their minor children. During this time period, Mr. Cohen abandoned the family and left the marital residence for a period of three months to further his own professional needs. He left in part to study for the Pennsylvania bar exam, which he took in July 2005. During this time, Ms. Matukaitis was unable to pursue her own professional goal of taking the Pennsylvania bar, as she was the sole caregiver and financial provider for the family. (7) Mr. Cohen Does Not Serve as the Children's Custodian; Therefore, He Is Not Entitled to Alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(7). Ms. Matukaitis is the custodial parent of the parties' minor children. She presently has the entire obligation of financial support for herself, her business and the parties' minor children. As the custodian of the parties' minor children, including a child with a disability, Ms. 8 Matukaitis' earning capacity is limited due to the time and care that she provides to the parties' minor children. Conversely, Mr. Cohen has no overnight childcare responsibilities during the week and he has no impediment to his earning capacity as a result of care for the parties' minor children. (8) The Parties' Standard of Living During the Marriage Was Low; Therefore, Mr. Cohen Is Not Entitled to Alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(8). During the marriage, the parties' income was below the median income for a family of four in the United States. In fact, during the time period referenced immediately above when Mr. Cohen was studying for the bar exam, the family qualified for public assistance. Tax returns for the parties show that the parties' adjusted gross income from years 2005 - 2007 never exceeded $47,000, except for 2006.2 See Exhibits 1, 2, and 3 attached hereto. This number hardly represents a lavish standard of living. As of 2009, the U.S. Census reports that the median household income for a family of four in Pennsylvania is $78,780.00. This same table indicates that median income for a single earner is $44,688.00. Ms. Matukaitis additionally requests that income in at least the amount of $44,688.00 should be imputed to Mr. Cohen, particularly given that he has voluntarily diminished his earning capacity nearly 18 months after the parties separated, closing his law practice and relinquishing his law licenses in all three states. 2 In 2006, the parties' adjusted gross income was approximately $91,500.00. This number includes Ms. Matukaitis' personal lawsuit settlement of $51,563.00, which the parties mainly used to start-up their law firm, including its first year expenses of $20,802 and pay taxes of over $10,000 for that year. See Exhibit 2 attached hereto. The firm was started in Mr. Cohen's name since Ms. Matukaitis was not yet admitted to the bar of Pennsylvania. The parties agreed that she would join upon admission. Ms. Matukaitis maintained full-time employment elsewhere to provide health insurance and other benefits for the family at the Pennsylvania Bar Institute. 9 (9) The Parties Each Hold Law Degrees and Have the Same Relative Ability to Find Employment; Therefore, Mr. Cohen is not entitled to alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(9). The parties have identical education and professional training. In fact, Mr. Cohen was admitted to the Pennsylvania bar one year prior to Ms. Matukaitis. Mr. Cohen should have the ability to earn a living in a professional capacity given his level of education and experience. Ms. Matukaitis should not have to pay for Mr. Cohen's professional redirection now 27 months after the date of separation. (10) The Parties Had No Assets During the Marriage; Ms. Matukaids Has No Assets Since the Parties' Separation; and Ms. Matukaitis Incurred Greater Liabilities than Mr. Cohen during the Marriage; Therefore, Mr. Cohen Is Not Entitled to Alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(10). The parties' had no assets during the marriage. During the marriage, Ms. Matukaitis incurred greater liabilities in the form of private and federally subsidized student loans than did Mr. Cohen, as well as credit card debt and car loans. Her student loans provided the income necessary for the parties to live during Mr. Cohen's final semester of law school and for the next two years while Ms. Matukaitis finished her degree and continued to work. Mr. Cohen was not employed during the majority of this time. Additionally, when considering the support that Mr. Cohen receives from his parents, he has arguably more resources at his disposal than Ms. Matukaitis. Ms. Matukaitis has no assets and has 100% of support obligations for the children. Ms. Matukaitis has no retirement account or other investments. She presently receives no support from Mr. Cohen for their minor children. 10 (11) The Parties Did Not Bring Property to the Marriage; Therefore, Mr. Cohen is not entitled to alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(11). The parties did not bring property to the marriage. (12) Mr. Cohen did not contribute as a homemaker; Therefore, He is not entitled to alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(12). Mr. Cohen did not contribute as a homemaker to the marriage. See Paragraph 6 above. (13) Mr. Cohen's Needs Are Far Less than Ms. Matukaitis; Therefore, He Is Not Entitled to Alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(13). Mr. Cohen's needs are taken care of by his family resources. He has income that he is receiving from substitute teaching, and admittedly no expenses. Ms. Matukaitis is responsible for the financial support of the parties' children, her business, and her household. (14) Ms. Matukaitis Did Not Engage in Marital Misconduct during the Parties' Marriage; Therefore, Mr. Cohen Is Not Entitled to Alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(14). As Mr. Cohen admits, the parties separated in early November 2007. He has not sufficiently alleged any marital misconduct on the part of Ms. Matukaitis, nor was there any. Mr. Cohen has not sought a divorce on a fault basis. On the other hand, there is sufficient evidence that Mr. Cohen committed marital misconduct by abandoning his obligations and his family throughout the marriage and engaged in indignities toward Ms. Matukaitis. For instance, subsequent to the parties' separation in November 2007, Mr. Cohen was ordered not to 11 contact Ms. Matukaitis at her office. See Exhibit 8 attached hereto. Over the past two years, Mr. Cohen regularly engaged in stalking and emotionally abusive behavior toward Ms. Matukaitis. Further, Mr. Cohen has engaged in other abusive behavior with regard to the minor children. Prior to Mr. Cohen filing the instant petition for alimony, Ms. Matukaitis filed a Petition of Contempt, Request for Enforcement of Protective Order and for an Order Requiring Father to Undergo Psychological and Custody Evaluation. See Exhibit 9 attached hereto. (I5) The Federal, State and local tax ramifications of the alimony award. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(15). Tax implications are not applicable to this matter. (16) Mr. Cohen Has Met His Needs During the Past 27 Months of Separation; Therefore, He Is Not Entitled to Alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(16). Mr. Cohen has met his needs during the past 27 months utilizing resources available to him. (17) Mr. Cohen Should Be Capable of Self-Support, Given that He Hasa Law Degree and Voluntarily Gave Up His Law Firm and His Law Licenses Nearly 18 Months after the Parties Separated, Therefore, He is Not Entitled to Alimony. Mr. Cohen does not meet the factor in 23 Pa.C.S.A. §3701(b)(17). Mr. Cohen has not alleged that he is incapable of self-support. Given Mr. Cohen's education and professional experience, he cannot claim in good faith that he is incapable of self-support, and he has not asserted this claim in any prior filing. In his petition, Mr. Cohen alleges that he started his law firm business "from scratch" and that Ms. Matukaitis took all of the law firm clients. Ms. Matukaitis denies any such action on her part. 12 After lengthy discussions between the parties, and agreement, Ms. Matukaitis fulfilled her ethical obligations by sending letters to all clients of Cohen Matukaitis advising of the dissolution of the parties' law firm. This letter offered a clear choice of attorney to their clients, either Mr. Cohen or Ms. Matukaitis or another firm of their choosing. Prior to Ms. Matukaitis sending these letters, Mr. Cohen admitted that he could no longer perform legal work and had no interest in remaining a contributing member of the firm. Mr. Cohen also sent letters to all prior clients in early 2008 advising them that he could no longer represent them. As a result of his decision to leave the practice, Cohen Matukaitis LLC was dissolved in January 2008. The law firm had no business income as reported on the partnership tax return, and the balance of each partner's capital account was $288.00. See Exhibit 6 attached hereto. Further, in an e- mail dated January 18, 2008, Mr. Cohen stated, I do not want any of the cases at all, and I ask that you please take them back from me should any client decide to go with me, and I would ask that my appearances be removed from any case ... See Exhibit 4 attached hereto. In this same e-mail, he admits that he consulted with an attorney and informed Ms. Matukaitis that he did not wish to retain any portion of any marital property and/or business assets (even though there were none). Id. When examining the tax returns for the Aaron Gray Cohen Law Office, the profit to Mr. Cohen from the business is very low, or in some years operating at a loss. It is now believed this low profit ($346.00 in 2006) or no profit (loss of $1,632 in 2007) was intentional for establishing a case of Mr. Cohen's alleged inability to work or to make any attempt to meet the financial obligations to his minor children and Ms. Matukaitis. See Exhibit 2 and 3 attached hereto. For instance, in 2007 the Aaron Gray Cohen Law 13 Office had gross receipts in excess of $50,000, of which he paid Ms. Matukaitis $24,000 as a consultant under a 1099. See Exhibit 3 attached hereto. This resulted in a loss to Mr. Cohen of $1,632.00. As such, Mr. Cohen is capable of self-support and is not entitled to alimony. CONCLUSION Based on the foregoing, Mr. Cohen, an attorney who was admitted to practice law in three states and operated his own law firm for 18 months after the parties' separation, has not met any of the factors to justify an award of alimony. As such, Mr. Cohen's claim for alimony must be dismissed with prejudice. Respectfully submitted, " .J Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 lm(a matlawllc.com Dated: January 22, 2010 14 CERTIFICATE OF SERVICE I certify I caused a true and correct copy of the foregoing Opposition to Defendant's Claim for Alimony to be served this 22"d day of January 2010 via U.S. mail, upon the following: Aaron Cohen 1199 Highland Drive Bloomsburg, pA 17815 S Lisa Matukaitis 15 Exhibits Exhibit 1 2005 Joint Tax Return Exhibit 2 2006 Joint Tax Return Exhibit 3 2007 Joint Tax Return Exhibit 4 January 18, 2008 Email from Aaron Cohen Exhibit 5 Redacted representation letters Exhibit 6 2008 Cohen Matukaitis LLC Tax Return Exhibit 7 2008 Lisa Matukaitis Head of Household Tax Return Exhibit 8 Custody Order Exhibit 9 Custody Contempt Petition 16 Deparbnenl of the Treasury - Internat Revenue Service Form 040 U.S. Individual Income Tax Return 2005. (99) IRS Use Only - Do not write or staple in this space. For the year !an t - Dec 31, 2005, or other tax year beginning 2005, ending '20 OMB No. 1545.0074 Label Your first name MI Last name Your social security number (See instructions.) a a r on G cohen _ Use the If a Ininl return, spouse's first narne?- MI Last name spouse's social security number IRS label. 1 isa M matukaitis _ Otherwise, Horne address (number and street). If you have a P.O. box, see instructions. Apartment no. You must enter your please print social security or type. 147 S. _Timber Ridge Dr- A number(s) above. A City, town or post office. If you have a foreign address, see instructions. State ZIP code Presidential Checking a box below will not Election Harrisbur PA 17110 change your tax or refund. Campaign , Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) ................ You Spouse Filing Status Check only one box. Exemptions If more than four dependents, see instructions. 1 Single 4 2 X Married filing jointly (even if only one had income) 3 Married filing separately. Enter spouse's SSN above & full narne here .. ? 5 6a rX Y ourself. If someone can claim you as a dependent, d Spouse ................................ (2) Dependent's (3) Dependents (4) it c Dependents: social security relationship • lived 4rralifymy number to you child for child with you (1) First name Last name tax credit • did (see instrs) live with Ethan G Cohen -- _..._ Son X duetod _ or sepa Bennett B Cohen Son n=(seem _ - -- - Depend on 6c -- entered -- - -« t? Add nu 2 not you ivorce ralion sirs) . . ants not above tubers on lines d Total number of exemptions claimed ............................ . ........................... above ..... 4 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ........................ ..... ......... 7 _? 21, 110. Income 8a Taxable interest. Attach Schedule B if required ................... 8al b Tax-exempt interest. Do not include on line 8a .............. I 8bJ Attach form(s) 9a Ordinary dividends. Attach Schedule B if required ........................... . ........... r W-2 here. Also b Quaid drvs attach Forms (see instrs) ....................................... R 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) .................... - W 2G and 1099 if tax was withheld. 11 Alimony received .................................. ............. ..... ............. 11 12 Business income or (loss). Attach Schedule C or C-EZ ......................... ....... 12 1,125, et If a you Wdid2 not 13 Capital gain o1' (loss). Att Sch D if reqd. If not reqd, ck here .......................... ? El 13 --- -- g , see instructions. 14 Other gains or (losses). Attach Form 4797 .... ................................ ....... 14 15a IRA distributions ........... 15a 6 700. b Taxable amount (see instrs) .. 15b 700. 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. 16b _ 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 -, Enclose, but do 18 Farm income or (loss). Attach Schedule F .................. ........................... 18 riot attach, any 19 Unemployment compensation ........ . . . . . . . . . . . ......... 19 12,324, payment. Also, lease use 20a Social security benefits ......... 120al b Taxable amount (see instrs) .. 20b " p Form 10404 21 Other income - ----- 21 ----- ------------------------------- 22 Add the amounts in the far right column for lines 7 through 21. This is your total income . fel l 22 41,259. 23 Educator expenses (see instructions) ....................... 23 Adjusted 24 Certain business expenses of reservists, performing artists, and fee-basis Gross government officials. Attach Form 2106 or 2106-EZ .................... 24 Income 25 Health savings account deduction. Attach Form 8889 ........ 25 26 Moving expenses. Attach Form 3903 ....................... 26 - 27 One-half of self-employment tax. Attach Schedule SE ........ 27 - 80. 28 Self-employed SEP, SIMPLE, and qualified plans ............ 28 29 Self-employed health insurance deduction (see instructions) ............. 29 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid b Recipient's SSN .... 01, .. 31 a 32 IRA deduction (see instructions) ........................... 32 _ _ 33 Student loan interest deduction (see instructions) ............ 33 i, 5 0?0 34 Tuition and fees deduction (see instructions) ................ 34 35 Domestic. production activities deduction. Attach Form 8903 .............. 35 36 Add lines 23 - 31a and 32 - 35 ................................... ..... ..................... 36 2,580. 37 Subtract line 36 from line 22. This is our adjusted gross inco me .. ................... 37 38,679. SAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIA0112 11107/05 Form 1040 (2005) U Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child's name here. 1 1 L Qualifying widow(er) with dependent child (see instructions) hacked o not check box 6a .......... Boxes on 64 and lib .. 2 - No. of children on 6c who! Form 1040 (2005) aaron G cohen & lisa M matukaitis 179-62-7441 Page 2 Tax and 38 Amount from line 37 (adjusted gross income) .......................... ... .... ..... 38 _ 38, 679. Credits Standard Deduction for - • People who 39a Check You were born before January 2, 1941, Blind. Total boxes if: - Spouse was born before January 2, 1941, a Blind, checked 01 39a b If your spouse itemizes on a separate return, or you were a dual-status alien, see instructions and check here ...................................... ? 39b 11 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) .................. . 0 0,000. checked any box on hoe 39a or 41 Subtract line 40 from line 38 ............. ..................... ............. ............ 41 28,679. 39b or who can be claimed as a 42 If line 38 Is over $109,475, or you provided housing to a person displaced by Hurricane Katrina, see instructions. Otherwise, multiply $3,200 by the total number of exemptions claimed on line 6d .... ............ 1, 42 'e'aM'• 12,800. dependent, see instructions. 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0 . .............................. . ............ ............ 43 15,879. • All th 44 Tax (see instrs). Check if any tax is from: a Form(s) 8814 b ? form 4972 ............ .......... . 44 1,651. o ers: 45 Alternative minimum tax (see instructions). Attach Form 6251 ............... ............ 45 Single or Married fili l t 46 Add lines 44 and 45 .................................. . ................... .......... ? 46 1,651. ng separa y, e $5,000 47 Foreign tax credit. Attach Form 1116 if required ............. 47 i fili 48 Credit for child and dependent care expenses. Attach Form 2441 .......... 48 450. Marr ed ng ointly or j 49 Credit for the elderly or the disabled. Attach Schedule R .. • . . 49 _ Qualifying 50 Education credits. Attach Form 8863 .. .... . 50 widow(er), $10,000 51 Retirement savings contributions credit. Attach Form 8880 ... 51 H d f 52 Child tax credit (see instructions). Attach Form 8901 if required ........... 52 _ 1,201. ea o household, 53 Adoption credit. Attach Form 8839 ..... .• .... .. • • • . - 53 $7,300 54 Credits from a n Form 83% b I ] u Form 8859 ............ . .... 54 -- 55 Other credits. Check applicable box(es): a [] Form 3800 F - b [ ] orm c r] Form _ 8801 55 56 Add lines 47 through 55. These are your totkcreditg`. ...'. Y . ..... .......... .... . ....... 56 1,651. 57 Y Subtract line 56 from line 46. If line 56 is more than line 461inter -0. ....... ..... t? 57 0. 58 Self-employment tax. Attach Schedule SE .......................................... ............ 58 159. Other 59 Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 ...... ............ 59 Taxes 60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ....... ............ 60 670. 61 Advance earned income credit payments from Form(s) W-2 ................. ............ 61 62 Household employment taxes. Attach Schedule H ........................... ............ 62 - 63 Add lines 57.62. This is our total tax ............................................ .......... W 63 829. Payments 64 Federal income tax withheld from Forms W-2 and 1099 ...... 64 402. If ou have a 1 65 2005 estimated tax payments and amount applied from 2004 return ........ 65 _ y qualifying 66 a Earned income credit(EIC) ................................ 66a child, attach F Schedule EIC. I 67 b Nontaxable combat pay election ..... "I 66bl Excess social security and tier 1 RRTA tax withheld see instructions) 68 Additional child tax credit. Attach Form 8812 ................ 68 7-9 9 . 69 Amount paid with request for extension to file (see instructions) .......... 69 - 70 Payments from: a Dorm 2439 b Dorm 4136 c n Form' 8885 70 71 Add lines 64. 65, 66a, and 67 through 70. These are your total payments ................................... ..... .......... . .. • ..... 71 1 , 2 01 . Refund 72 If line 71 is more than line 63, subtract line 63 from line 71. This is the amount you overpaid .... ............ 72 i_ 372. Direct deposit? 73 a Amount of line 72 you want refunded to you ..... ......................... ......0, 73a 372. See instructions and fill in 73b, 73c, and 73d. ii, 74 b Routing number ........ XXXXXXXXX f 0, c Type: n Checking d Account number ....... XXXXXXXXXXXXXXXXX Amount of line 72 you want applied to your 2006 estimated tax ..... ; .. ? 74 a savings Amount You Owe Third Party Designee Sign Here Joint return? See instructions Keep a copy for your records Paid Preparer's Use Only 75 Amount you owe. Subtract line 71 from line 63. For details on how to pay, see instructions ............... " 75 76 Estimated tax penalty (see instructions .................... 1 76 Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... Yes. Complete the following. Designee's Phone name ? no. ? Under penalties of perjury. I declare that I have examined this return and acct belief, they are true, correct, and complete. Declaration of preparer (other tha Your signature ( Date 1 signature. If a joint return, both must sign. I Date rreparers , signature Firm's name Self-Prepar (or yours if sell-errrploy60,1 address. and ZIP code schedules and statements. and to the best of my knowledge and is based on all information of which preparer has any knowledge. I Your occupation j Daytime phone number atcorne Spouse's occupation attorne Date Check if self-employed EIN Phone no. Preparer's SSN or PTIN No Form 1040 (2005) FDIA0112 11/07/05 SCHEDULE C-EZ Net Profit From Business OMB No. 1545-0074 (Form 1040) (Sole Proprietorshi 2005 ? Partnerships, joint ventures, etc, must ile Form 1065 or 1065-B. Department of the Treasury Attachment Internal Revenue Service ? Attach to Form 1040 or 1041. ? isee instructions. Sequence No. 09A Name of proprietor Social security member (SSN) aaron G cohen Part I General Information You May Use Schedule C-EZ Instead of _ Schedule C Only If You: • Had business expenses of $5,000 or less. • Use the cash method of accounting • Did not have an inventory at any time during the year. • Did not have a net loss from your business. • Had only one business as either a sole proprietor or statutory employee. You: • Had no employees during the, year. • Are not required to file Form 4562, Depreciation and Amortization, for this business. See the instructions for Schedule C, line 13, to find out if you must file. • Do not deduct expenses for busi- ness use of your home. • Do not have prior year unallowed passive activity losses from this business. A rrlnclpal Duslness or protesslon, including product or service 1 B Enter code from instructions Legal ? 541100 C Business name. If no separate business name, leave blank. j D Employer ID number (EIN), if any n/a _ E Business address (including suite or room number). Address not required if 147 S. Timber Ridge Dr. City, town or post office, state, and ZIP code Harrisburg, PA 17110 Part II 1 Figure Your Net Profit as on Form 1040, page 1. 1 Gross receipts. Caution. If this income was reported to you on Form W-2 anl? the 'Statutory employee' box on that form was checked, see Statutory Employees in the instructions for Schedule C, line 1, and check here ......................................1 ? 2 Total expenses (see instructions). If more than $5,000, you must use Sched?ule C .......................... . 1,125. 3 Net profit. Subtract line 2 from line 1. If less than zero, you must use Sched le C. Enter on Form 1040, line 12, and also on Schedule SE, line 2. (Statutory employees do not report this amount on Schedule SE, line 2. Estates and trusts, enter on Form 1041, tine 3.) .................................................... 3 1, 125. Part III ( Information on Your Vehicle. Complete this part only if you tare claiming car or truck expenses on line 2. 4 When did you place your vehicle in service for business purposes? (month, day, year). ?_ _ _ . - _ _ - - - 5 Of the total number of miles you drove your vehicle during 2005, enter the number of miles you used your vehicle for: I a Business - - _ _ - _ - _ _ - b Commuting (see instructions) c Other ---------- 6 Do you (or your spouse) have another vehicle available for personal use? .. ................................... Yes No 7 Was your vehicle available for personal use during off-duty hours? ......... +I ................................ Yes No II 8a Do you have evidence to support your deduction? ........................ 1 ................................... F] Yes No b If 'Yes,' is the evidence written? ......................................... ................................... Yes No BAA For Paperwork Reduction Act Notice, see instructions. 1 Schedule C-EZ (Form 1040) 2005 FDIA8301 11/14/05 SCHEDULE SE &AB No. 1545-0074 (Form 1040) Self-Employmen t Tax 2005 Department of the Treasury Internal Revenue Service (99 ? Attach to Form 1040. ? See Instructions fo r Schedule SE (Form 1040). Attachment sequence No. 17 Name of person with sell-employment income (as shown on Form 1040) Social security number of person aaron G Cohen with self-employment income ? Who Must File Schedule SE You must file Schedule SE if: • You had net earnings from self-employment from other than church employe income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or • You had church employee income of $108.28 or more. Income from services ou performed as a minister or a member of a religious order is not church employee income (see instructions). Note. Even if you had a loss or a small amount of income from self-employment, t ' may be to your benefit to file Schedule SE and use either optional method' in Part 11 of Long Schedule SE (see instructions). Exception. If your only self-employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361 and received IRS approval not to be taxed o ' those earnings, do not file Schedule SE. Instead, write Exempt - Form 4361' on Form 1040, line 58. May 1 Use Short Schedule SE or Must I Use Long Schedule SE? Did You Receive Wages or Tips n 2005? No Yes IF IF Are you a minister, member of a religious order, or Yes ^ Yes Christian Science practitioner who received IRS approval Was total of your wages and tips subject to social not to be taxed on earnings from these sources, but you secur ity or railroad retirement tax plus your net earnings owe self-employment tax on other earnings? from elf-employment more than $90,000? No No Are you using one of the optional methods to figure your Yes No Did y u receive tips subject to social security or Medicare Yes net earnings (see instructions)? tax t t you did not report to your employer? No Did you receive church employee income reported on Yes Form W-2 of $108.28 or more? ?No - ? You May Use Short Schedule SE Below You Must Use Long Schedule SE Section A - Short Schedule SE. Caution. Read above to see if you can se Short Schedule SE. 1 Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Sc edule K-1 (Form 1065), box 14, code A ................................... .. ............................... 1 2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedul A (other than farming); and Schedule K-1 (Form 1065-13), box 9. Ministers ar e K-1 (Form 1065), box 14, code id members of religious orders, see instructions for amounts to report on this line. See instructions for other income to report ................ 2 1,125. 3 Combine lines 1 and 2 .................................................. ................. .............. 3 1, 125. 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If les s than $400, do not file this schedule; you do not owe self-employment tax ....................... .............................. '' 4 1, 039. 5 Self-employment tax. If the amount on line 4 is: • $90,000 or less, multiply line 4 by 15.3% (.153). Enter the result here and _ on Form 1040, line 58. • More than $90 000 multiply line 4 by 2 9% ( 029) Then add $11 160 00 t Enter the . • . . the result 5 159. , , . . . , , . total here and on Form 1040, line 58. . 6 Deduction for one-halt of self-employment tax. Multiply line 5 by 50% (.5). Enter the result here and on Form 1040, line 27 ........... .... ( 6 8 0 . SAA For Paperwork Reduction Act Notice, see Form 1040 Instructions. Schedule SE (Form 1040) 2005 FDIA1101 11108/05 2AA1 Form Child and Dependent C re Expenses OMB No. 1545-0074 ' Attach to Form 1C 40. 2005 Department of the Treasury Internal Revenue Service (99) ' See separate instru ions. Attachment Sequence No. 21 Name(s) shown on Form 1040 Your social security number aaron G cohen & lisa M matukaitis Be%reyoubegin: You need to understand the following te rms. See Definitions in the instructions. • Dependent Care Benefits • Qualifying Per on(s) • Qualified Expenses Part 1 Persons or Organizations Who Provided the Care - Y u must complete this part. (If you need more space, use the bottom of page 2.) 1 (a) Care provider's name (b) Address (c) Identifying no. (d) Amount paid (no., street, apt no., city, state, and ZIP code) (SSN or EIN) (see instructions) Jewish Federation of Greater Harrisburg 3301 N. Front Stree -------------- ----- Harrisburg, PA 1713 -- 0 231-35-2338 5,820.85 Did you receive No ? Complete only Part II below. dependent care benefits? es ? Complete Part III on page 2 next. Caution. If the care was provided in your home, you may owe employment taxes. ee the instructions for Form 1040, line 62. Part ll Credit for Child and Dependent Care Expenses 2 Information about your qualifying person(s). If you have more than two quali fying persons, see the instructions. (a) Qualifying person's name (b) Qualifying person's social (c) Qualified security number expenses you incurred and paid in 2005 for the person First Last listed in column (a) Ethan - Cohen 2,910. Bennett Cohen 2,910. 3 Add the amounts in column (c) of line 2. Do not enter more than $3,000 for o ne qualifying person or $6,000 for two or more persons. If you completed Part III, enter the amount from lin e 32 ...................... ..... 3 5,820. 4 Enter your earned income. See instructions ......... . .................... ............................... 4 1,956. 5 If married filing jointly, enter your spouse's earned income (if your spouse w is a student or was disabled, see the instructions); all others, enter the amount from line .............................. 5 _ 20,199. 6 Enter the smallest of line 3, 4, or 5 ...................................... ................................ 6 1,956. 7 Enter the amount from Form 1040, line 38 ....... ....................... . ..... I 7 38,679. . 8 Enter on line 8 the decimal amount shown below that applies to the amount n line 7 If line 7 is: If line 7 s: But not Decimal But not Decimal Over over amount is Over over amount is $0- 15,000 .35 $29,00 0- 31,000 .27 15,000- 17,000 .34 31,0 - 33,000 .26 17,000- 19,000 .33 33,00 )- 35,000 .25 19 000- 21 000 32 35 00 37 000 24 ) 8 X 0.23 , , . , , - . 21,000 - 23,000 .31 37,00 3- 39,000 .23 23,000- 25,000 .30 39,00 )- 41,000 .22 25,000 - 27,000 .29 41,00 )- 43,000 .21 27,000 - 29,000 .28 43,00 )- No limit .20 9 Multiply line 6 by the decimal amount on line 8. If you paid 2004 expenses in 2005, see the instructions .... 9 450. 10 Enter the amount from Form 1040, line 46, minus any amount on Form 1040, line 47 ........................ 10 1,651. 11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and on Form 1040, line 48 ......................................... ................................ 11 450. BAA For Paperwork Reduction Act Notice, see separate instructions. Form 2441 (2005) FDIA3212 11114105 F 5329 Done No. 1545-oa?a orm Additional Taxes on Qua lified Plans (Including IRAs), and Other Tax -Favored Accounts 2005 Department of the Treasur Internal Revenue Service y (99) 11 Attach to Form 1 See separate instruct . ions. Attachment Sequence No. Name of individual subject to additional tax. If married tiling jointly, see the instructions. Your socisl sscurtit number aaron G Cohen Fill in Your Address Home address (number and street), or P.O. box if mail is not deity red to your home Apartment number Only If You Are Filing This Form b Itself and y Not With Your City, town or post office State ZIP code Tax Return If this is amended return, check here If you only owe the additional 10% tax on early distributions, you may a able to report this tax directly on Form 1040, line 60, without filing Form 5329. See the instructions for Form 1040, li a 60. Part I Additional Tax on Early Distributions Complete this part if you took a taxable distribution (other than a quaff fled hurricane distribution), before you reached age 59-1/2, from a qualified retirement plan (including an IRA) or modified endow ent contract (unless you are reporting this tax directly on Form 1040-see above). You also may have to complete this part to i dicate that you quality for an exception to the additional tax on early distributions or for certain Roth IRA distributions (see instruc ons). 1 Early distributions included in income. For Roth IRA distributions, see instru ions ......................... 1 6,700. 2 Early distributions included on line 1 that are not subject to the additional to (see instructions). Enter the appropriate exception number from the instructions: ......................... 2 3 Amount subject to additional tax. Subtract line 2 from line 1 ...........? . ................................ 3 6, 700 . 4 Additional tax. Enter 10% (A0) of line 3. Include this amount on Form 1040, line 60 ......................... 4 670. Caution, If any part of the amount on line 3 was a distribution from a SIMPL IRA, you may have to include 25% of that amount on line 4 instead of 10% (see instructions). Part II Additional Tax on Certain Distributions From Educati n Accounts Complete this part if you included an amount in income, on Form 1041 ), line 21, from a Coverdell education savings account (ESA) or a qualified tuition program (QTP). 5 Distributions included in income from Coverdell HAS and QTPS ........... ................................ 5 6 Distributions included on line 5 that are not subject to the additional tax (see instructions) .......... ......... 6 7 Amount subject to additional tax. Subtract line 6 from line 5 ....... - ' ` 8 Additional tax. Enter 10% (.10) of line 7. Include this amount on Form 1040, line 60 ......................... 8 Part Ill Additional Tax on Excess Contributions to Traditional RAs Complete this part if you contributed more to your traditional IRAs for 005 than is allowable or you had an amount on line 17 of your 2004 Form 5329. 9 Enter your excess contributions from line 16 of your 2004 Form 5329 (see in structions). If zero, go to line 15 ................. ............................................ ................................ 9 10 If your traditional IRA contributions for 2005 are less than your maximum allowable contribution, see instructions. Otherwise, enter -0. .............. .... 10 11 2005 traditional IRA distributions included in income (see instructions) ..... .... 11 12 2005 distributions of prior year excess contributions (see instructions) ...... .... 12 13 Add lines 10, 11, and 12 ................................................ . .................... 13 14 Prior year excess contributions. Subtract line 13 from line 9. If zero or less, nter -0 . ... ................. .. 14 15 Excess contributions for 2005 (see instructions) .......................... ............................ 15 16 Total excess contributions. Add lines 14 and 15 ........................ .. ................................ 16 ^ 17 Additional tax. Enter 6% (.06) of the smaller of line 16 or the value of your t ditional IRAs on December 31, 2005 (including 2005 contributions made in 2006). Include this amount on Fo m 1040, line 60 ................ 17 Part IV _ Additional Tax on Excess Contributions to Roth IRAs Complete this part if you contributed more to your Roth IRAs for 2005 han is allowable or you had an amount on line 25 of your 2004 Form 5329. 18 Enter your excess contributions from line 24 of your 2004 Form 5329 (see jn tructions). If zero, go to line 23 .. 18 19 If your Roth IRA contributions for 2005 are less than your maximum allowabf contribution, see instructions. Otherwise, enter -0• .............. . ......... .... 19 _ 20 2005 distributions from your Roth IRAs (see instructions) ........ . ......... .... 20 21 Add lines 19 and 20 ............ .. .................................... ............................. .? 21 22 Prior year excess contributions. Subtract line 21 from line 18. If zero or less, enter -0. .................. .... 22 23 Excess contributions for 2005 (see instructions) .......................... ............... ............... 23 24 Total excess contributions. Add lines 22 and 23 ........................... ............................... 24 25 Additional tax. Enter 6% (.06) of the smaller of line 24 or the value of your th IRAs on December 31, 2005 (including 2005 contributions made in 2006). Include this amount on Form 10 #0, line 60 ..................... 25 BAA For Paperwork Reduction Act Notice, see separate instructions. I FDIA5012 05/03/05 Form 5329 (2005) Form 5329 (2005) aaron G cohen Page 2 Part V, Additional Tax on Excess Contributions to Coverdell SAs Complete this part if the contributions to your Coverdell ESAs for 200 were more than is allowable or you had an amount on line 33 of your 2004 Form 5329. 26 Enter the excess contributions from line 32 of your 2004 Form 5329 (see ins r uctions). If zero, go to line 31 ... 26 27 If the contributions to your Coverdell ESAs for 2005 were less than the maximum allowable contribution, see instructions. Otherwise, enter -0- ...... .... 27 28 2005 distributions from your Coverdell ESAs (see instructions) .............. _ .... 28 29 Add lines 27 and 28 ................................................... ................... ....... 29 30 Prior year excess contributions. Subtract line 29 from line 26. If zero or less, enter -0........................ 30 31 Excess contributions for 2005 (see instructions) ......................... ................................ 31 32 Total excess contributions. Add lines 30 and 31 .......................... ................................ 32 33 Additional tax. Enter 6% (.06) of the smaller of line 32 or the value of your overdell ESAs on December 31, 2005 (including 2005 contributions made in 2006). Include thi amount on Form 1040, line 60 .................................................... .............................. . 33 Part VI Additional Tax on Excess Contributions to Archer MS s Complete this part if you or your employer contributed more to your A Cher MSAs for 2005 than is allowable or you had an amount on line 41 of your 2004 Form 5329. 34 Enter the excess contributions from line 40 of your 2004 Form 5329 (see ins ructions). If zero, go to line 39 ... 34 35 If the contributions to your Archer MSAs for 2005 are less than the maximu allowable contribution, see instructions. Otherwise, enter -0- ... ........... ..... 35 36 2005 distributions from your Archer MSAs from Form 8853, line 10 ......... ..... 36 37 Add lines 35 and 36 ...................... ............................. ................................ 37 38 Prior year excess contributions. Subtract line 37 from line 34. If zero or less, enter -0.................... ... 38 39 Excess contributions for 2005 (see instructions) .......................... .... ........................... 39 40 Total excess contributions. Add lines 38 and 39 ........................... .................. ............. 40 41 Additional tax. Enter 6% (.06) of the smaller of line 40 or the value of your rcher MSAs on December 31, 2005 (including 2005 contributions made in 2006). Include this amount on F m 1040, line 60 . . .............. 41 Part VII Additional Tax on Excess Contributions to Health Savi ngs Accounts (HSAs) Complete this part if you, someone on your behalf, or your employer c ontributed more to your HSAs for 2005 than is allowable or you had an amount on line 43 of your 2004 Form 5329 42 Enter the excess contributions from line 42 of your 2004 Form 5329. If zero, o to line 47 . . ........... ... 42 43 If the contributions to your HSAs for 2005 are less than the maximum allowable contribution, see instructions. Otherwise, enter -0. .............. .... k43 44 2005 distributions from your HSAs from Form 8889, line 14 ................ ..... 45 Add lines 43 and 44 .................................................... .............................. 45 46 Prior year excess contributions. Subtract line 45 from line 42. If zero or less, enter -0........... ............ 46 47 Excess contributions for 2005 (see instructions) .......................... .......................... ..... 47 _ 48 Total excess contributions. Add lines 46 and 47 ........................... ................................ 48 49 Additional tax. Enter 6% (.06) of the smaller of line 48 or the value of your SAs on December 31, 2005 (including 2005 contributions made in 2006). Include this amount on Form 1 0, line 60 ..................... 49 Part VIII Additional Tax on Excess Accumulation in Qualified R tirement Plans (Including IRAs) Complete this part if you did not receive the minimum required distrib ution from your qualified retirement plan. 50 Minimum required distribution for 2005 (see instructions) .................. ................................ 50 51 Amount actually distributed to you in 2005 ................................ ................. .............. 51 52 Subtract line 51 from line 50. If zero or less, enter -0- ..................... ................................ 52 53 Additional tax. Enter 50% (.50) of line 52. Include this amount on Form 1040, line 60 ....... ................................ 53 Signature. Com lete only if you are filing this form by itself and not with our tax r .,turn. Please Under penalties of perjury, I declare that I have examined this form, including accompanymg it i t schedules and statements, and to the best of my knowledge and belief,V s rue. correct, and complete. Declaration of preparer (other than taxpayer) is based on at information of which preparer has any knowledge. Sign Here Your signature Dale Preparer's , Date Check rf self' Pieparer's SSN or PTIN Paid signature employed PrepareeS U O Firm's name or yours se nl y 4 p lo , em yed), u EIN address and 21P code - - Phone no. Form 5329 (2005) FDIA5012 05103/05 Form 881 2 Additional Child Ta x Credit OMB No 1545-0074 -_ 2005 Department of the Treasury Internal Revenue Service (99) Complete and attach to Form 104 or Form 1040A. Attachment Sequence No. 47 Name(s) shown on return I-Xow social security n ber aaron G cohere & lisa M matukaitis Part I All Filers 1 Enter the amount from line 1 of your Child Tax Credit Worksheet in the For 1040 or Form 1040A instructions. If you used Publication 972, enter the amount from line 8 of the worksheet on page 4 of the publication ...................................................... ................................ 1 2, 000. 2 Enter the amount from Form 1040, line 52, or Form 1040A, line 33 ........ ................................ 2 1,201. 3 Subtract line 2 from line 1. If zero, stop; you cannot take this credit ....... ..................... ......... 3 799. 4a Earned income (see instructions). If your main home was in the Hurricane Katrina disaster area on August 25, 2005, and ? you are electing to use your 2004 earned income, check here ...... ..... 4a 22,155. b Nontaxable combat pay (see instructions) .........I 4bl 5 Is the amount on line 4a more than $11,000? H No. Leave line 5 blank and enter -0- on line 6. X Yes. Subtract $11,000 from the amount on line 4a. Enter the result..... ..... 5 11,155. 6 Multiply the amount on line 5 by 15% (.15) and enter the result ........... .......................... 6 1,673. Next. Do you have three or more qualifying children? X] No. If line 6 is zero, stop; you cannot take this credit. Otherwise, skip art II and enter the smaller of line 3 or line 6 on line 13. Yes. If line 6 is equal to or more than line 3, skip Part II and enter the a ount from line 3 on line 13. Otherwise, go to line 7. Part II -Certain Filers Who Have Three or More Qualifying Ch, 1dre n 7 Withheld social security and Medicare taxes from Form(s) W-2, boxes 4 and . If married filing jointly, include your spouse's amounts with yours. If you wor ed for a railroad, see the instructions ....................................... ..... 7 8 1040 filers: Enter the total of the amounts from Form 1040, lines 27 and 59, plus any uncollected social security and Medicare or tier 1 RRTA taxes included on line 63. 8 1040A filers: Enter -0-. 9 Add lines 7 and 8 ...................................................... -.... -9 10 1040 filers: Enter the total of the amounts from Form 1040, lines 66a and 67. 1040A filers: Enter the total of the amount from Form 1040A, line 41 a, plus any excess social security and tier 1 RRTA taxes withheld that you entered to the left of line 43 (see instructions). 10 11 Subtract line 10 from line 9. If zero or less, enter -0 . ...................... ................................ 11 12 Enter the larger of line 6 or line 11 here .................... ............. ................................ 12 Next, enter the smaller of line 3 or line 12 on line 13. Part III Additional Child Tax Credit 13 This is your additional child tax credit ..... ............................. ............................... F13 799. Enter this amount on Form 1040, line 68, or Form 1040A, line 42. BAA For Paperwork Reduction Act Notice, see instructions. FDIA3001 12112105 Form 8812 (2005) Form8606 Nondeductible As OMB No. 15450074 See separate instru tions. 2005 Department of the Treasury Attachment Intemal Revenue Service (99) ? Attach to Form 1040, Form 1040 , or Form 1040NR. Sequence No. 48 Name. If marred, file a separate form for each spouse required to file Form 8606. See instructions. Your social security number aaron G Cohen Fill in Your Address Home address (number and street, or P.O. box if mail is not delivered to ur home) partrnent number Only if You Are Filing This Form by your Itself b. and Not Witft Crty, fawn or post office state ZIP code Tax Return 1 Enter your nondeductible contributions to traditional IRAs for 2005, including those made for 2005 from January 1, 2006, through April 17, 2006 (see instructions) ....................................... .... 2 Enter your total basis in traditional IRAs (see instructions) ..................... ........................... 3 Add lines 1 and 2 ........................................................................ ....... ..... F 05, did you take a bution from traditional, No ? Enter the amou t from line 3 on line 14. or SIMPLE IRAs, or make a Do not complet the rest of Part 1. IRA conversion? Yes ? Go to line 4. 4 Enter those contributions included on line 1 that were made from January 1, 2006, through April 17, 2006 ..... 5 Subtract line 4 from line 3 ...... ....................................................................... 6 Enter the value of all your traditional, SEP, and SIMPLE IRAs as of December 31, 2005, plus any outstanding rollovers. Subtract any repayment of qualified hurricane distributions. If the result is zero or less, enter -0- (see instructions) 6 ................................. 7 Enter your distributions from traditional, SEP, and SIMPLE IRAs in 2005. Do not include rollovers (other than repayments of qualified hurricane distributions), conversions to a Roth IRA, certain returned contributions, or recharacterizations of traditional IRA contributions (see instructions) ....... .... 7 8 Enter the net amount you converted from traditional, SEP, and SIMPLE IRA to Roth IRAs in 2005. Do not include amounts converted that you later recharacterized (see instructions). Also enter this amount on line 16 ....... .... 8 9 Add lines 6, 7, and 8 ....... ... .................I 9 10 Divide line 5 by line 9. Enter the result as a decimal rounded to at least 3 places. If the result is 1.000 or more, enter 1.000 ............ ............ ... . 11 Multiply line 8 by line 10. This is the nontaxable portion of the amount you converted to Roth IRAs. Also enter this amount on line 17 ................. .... 11 1 2 3 4 5 12 Multiply line 7 by line 10. This is the nontaxable portion of your distributions that you did not convert to a Roth IRA ................................... .... 12 13 Add lines 11 and 12. This is the nontaxable portion of all your distributions .................................. 13 14 Subtract line 13 from line 3. This is your total basis in traditional IRAs for 2005 and earlier years ............ 14 15a Subtract line 12 from line 7 .............................................. .................. .. .. ... 15a b Amount on line 15a attributable to qualified hurricane distributions (see instr ctions). Also enter this amount on Form 8915, line 13 ............................................... ................ c Taxable amount. Subtract line 15b from line 15a. If more than zero, also incl de this amount on Form 1040, line 15b; Form 1040A, line 11 b; or Form 1040NR, line 16b ............................................... Note: You may be subject to an additional 10% tax on the amount on line 15? if you were under age 59.112 at the time of the distribution (see instructions). BAA For Paperwork Reduction Act Notice, see instructions, Nondeductible Contributions to Traditional IRAs and Distributions From Traditional, SEP, and SIMPLE IRAs Complete this part only if one or more of the following apply. • You made nondeductible contributions to a traditional IRA for 2005 • You took distributions from a traditional, SEP, or SIMPLE IRA in 2(05 and you made nondeductible contributions to a traditional IRA in 2005 or an earlier year. For this purpose, a distribution doe not include a rollover (other than a repayment of a qualified hurricane distribution), conversion, recharacterization, or return of ertain contributions. • You converted part, but not all, of your traditional, SEP, and S1MP E IRAs to Roth IRAs in 2005 (excluding any portion you recharacterized) and you made nondeductible contributions to a tr ditional IRA in 2005 or an earlier year. 15 15c Form 8606 (2005) FDIA6112 01/17/06 Form 8606 G Cohen Part 11 1 2005 Conversions From Traditional, SEP, or SIMPLE RAs to Roth IRAs Complete this part if you converted part or all of your traditional, SE , and SIMPLE IRAs to a Roth IRA in 2005 (excluding any portion you recharacterized). Caution: If your modified adjusted gross income is over $100,000 o you are married filing separately and you lived with your spouse at any time in 2005, you cannot convert any amount from tr dfUonal, SEP, or SIMPLE IRAs to Roth IRAs for 2005. if you erroneously made a conversion, you must recharactenze (cor ct) it (see instructions). 16 If you completed Part I, enter the amount from line 8. Otherwise, enter the ne t amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2005. Do not include am unts you later recharacterized back to traditional, SEP, or SIMPLE IRAs in 2005 or 2006 (see instructions) ................................ 16 17 If you completed Part I, enter the amount from line 11. Otherwise, enter you basis in the amount on line 16 (see instructions) ......... ............................................ .......................... 17 18 Taxable amount. Subtract line 17 from line 16. Also include this amount on orm 1040, line 15b; Form 1040A, line 11 b; or Form 1040NR, line 16b ........................ ................................ 18 Part III Distributions From Roth IRAs Complete this part only if you took a distribution from a Roth IRA in 2 005. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified hurricane distribution) recharacterization, or return of certain contributions - see instructions. 19 Enter your total nonqualified distributions from Roth IRAs in 2005 including y qualified first-time homebuyer distributions (see instructions) ................................ ....... ........................ 19 6, 300. 20 Qualified first-time homebuyer expenses (see instructions). Do not enter mo a than $10,000 ................. 20 21 Subtract line 20 from line 19. If zero or less, enter -0- and skip lines 22 thro gh 25 ........ . ......... ..... 21 6,700. 22 Enter your basis in Roth IRA contributions (see instructions) ............... ................................ 22 23 Subtract line 22 from line 21. If zero or less, enter -0- and skip lines 24 and 5. If more than zero, you may be subject to an additional tax (see instructions) .......................... ................................ 23 6,700. 24 Enter your basis in Roth IRA conversions (see instructions) .............. . ................................ 24 25a Subtract line 24 from line 23. If zero or less, enter -0- and skip lines 25b an 25c ......... . ................. 25a 61700. b Amount on line 25a attributable to qualified hurricane distributions (see instr ctions). Also enter this amount on Form 8915, line 14 ....................................... ................................ 25b c Taxable amount. Subtract line 25b from line 25a. If more than zero, also incl de this amount on Form 1040, line 15b; Form 1040A, line 11 b; or Form 1040NR, line 16b ...... .............. . ................. 25c 6,700. Under penalties of perjury, I declare that I have exami ed this form, including accompanying attachments, and to Sign Here Only if You the best of my knowledge and belief, it is true, correct, and complete. Are Filing This Form by Itself and Not With Your Tax Return Your signature Date Preparer'S Date Check it set Preparer's SSN or PTIN Paid ' signature employed El Preparer's Finn's name (or yours if - - - - - - - -- - - - - - - - - - - - - - - - -- - - - - - - - - - - - - EIN Use Only self-employed) , , address, and ------------------------ ZIP code -------- .----- Phone no. Form 8606 (2005) FDIA6112 01117/06 IRA / ESA / QTP Distribution In1 O? Keep for your re( Name(s) Shown on Return aaron G cohen & lisa M matukaitis Traditional IRA Information Complete this section if you had any distribution from traditional IRA, including any conversions to Roth IRA I. 1 Enter the combined value of all traditional IRAs (including SIMPLE IRAs) on 12/31/05 (See Help) .... 2 If any amounts were recharacterized either to or from ny traditional IRA, enter the net amounts recharacterized after 12/31 /05 (See Help) ........ . ..................................... 3 Enter the total amount of any traditional IRA distribute ns that you rolled over, or intend to roll over, to another t aditional IRA, but the rollover was (or will be) made after 12/31 05 ...... . a Amount of qualified hurricane distributions repaid .... ...... . b Enter the amount on line 3a that was repaid after 12/31/05 ..... c Amount of qualified hurricane home distributions repai d Enter the amount on line 3c that was repaid after 12/31/05 .. .. 4 Check this box if you converted all of the traditional IR s you had in 2005 to Roth IRAs in 2005 ... ........ . Roth IRA Information Complete this section if you had any distribution from Roth IRA that was not a recharacterization or a rollov 5 I Did you have any open Roth IRA accounts on 12/31 Coverdell Education Savings Account (ESA) and Qualified Tuition Program (QTP) Information n Worksheet 2005 cial Security Number Taxpayer Spouse Cl Taxpayer Yes No .........I o El Spouse Yes No I I Taxpayer Spouse Complete this section if you had any distribution from Coverdell ESA or a QTP that was not a rollover. 6 Enter your total qualified higher education expenses f 2005 ... 7 Enter your total qualified primary and secondary educ tion expenses for 2005 ........... 8 Enter any tax-free scholarships or fellowships, other tax-free education benefits, and any qualified education expen es that were used by you or someone else on your behalf in 2 05 as a basis for the Hope or lifetime learning credit .....line ........ . 9 Net available expenses for ESAs. Subtract line 8 from he sum of line 6 and line 7 ............. ......... . 10 Net available expenses for QTPs. Subtract line 8 from 6 ... Tax Payments V Keep for your 2005 Name(s) Shown on Return I ocial Security Number aaron G cohen & lisa M matukaitis Estimated Tax Payments for 2005 (If more than 4 payrnks for any state or locality, see Tax HeID) Federal State Local Date Amount Date Amount ID Date Amount ID 1 04/15/05 04/15/05 04/15/05 2 06/15/05 06/15/05 06/15/05 _ 3 09/15/05 09/15/05 09/15/05 4 01/16/06 01/16/06 01/16/06 5a _ - -- b Tot al Estimated Pay ments ...... _ Tax Payments Other Than Withholding (If multiple states, see Tax Help) Federal State ID Local ID 6 Overpayments applied to 2005 ...... 7 Credited by estates and trusts 8 Totals Lines 1 through 7 ........... - 2005 extensions ..................... Taxes Withheld From: F eral State Local 10 Forms W-2. .... ......... ...................... 402. 648. 231 . 11 Forms W-2G .............. ....................... _ - 12 Forms 1099-R ................................... _ 13 Forms 1099-MISC and 1099-G .................. 14 Schedules K-1 ..... ............ ................. - 15 Forms 1099-INT, DIV and OID ................... - 16 Social Security and Railroad Benefits ........... - 17 Form 1099-B ............ St Loc - - - - - 18a Other withholding ....... St Loc b Other withholding . ..... St Loc - c Other withholding ...... St Loc - ---- 19 Total Withholding Lines 10 through 18c........ 402. _ 648. 231. 20 Total Tax Payments for 2005 ................... 402. 648. 231. -- Prior Year Taxes Paid In 2005 (If multiple states or localities, see Tax Help) State ID Local ID 21 Tax paid with 2004 extensions ........................ 22 2004 estimated tax paid after 12/31/04 ........ -? 23 Balance due paid with 2004 return .................... 24 Other (arnended returns, installment payments, etc) . _ Form 1040 Student Loan Interest Dedll? Line 33 ? Keep for your reC Name(s) Shown on Return aaron G cohen & lisa M matukaitis Worksheet 2005 A al Security Number 1 Enter the total interest you paid in 2005 on qualified stud ant loans ........... T TI _ 2,918. (see Form 1040 instructions). 2 Enter the smaller of line 1 or $2,500 ............................................ . 3 Modified AGI . ................................................................... Note: If line 3 is $65,000 or more if single, head of hous hold, or qualifying widow(er) or $135,000 or more if married filing jointly, stop here. You cannot take the deduction. 4 Enter: $50,000 if single, head of household, or qualifying widow(er); $105,000 if married filing jointly ........................... ....................... 5 Subtract line 4 from line 3. If zero or less, enter -0- here and on line 7, skip line 6, and go on to line 8 . ................................... .................. 6 Divide line 5 by $15,000 or $30,000 if married filing joint) . Enter the result as a decimal (rounded to at least three p aces) ................ . 7 Multiply line 2 by line 6 .......................................................... . 8 Student loan interest deduction. Subtract line 7 from lin 2. Enter the result here and on Form 1040, line 33. Do not include this amo nt in figuring any other deduction on your return (such as on Schedule A, , E, etc.) ............. * Modified AGI is the amount from Form 1040, line 22, incre Rico, or of bona fide residents of American Samoa, Guam, Mariana Islands, and foreign earned income/housing exclu, Form 1040, lines 23 through 32 and line 35, and any write- 2 2,500. 3 41,179. 4 1 105,000. 5 1 0. 6 7 _ 0. 8 2, 500. ad by any excludable income from Puerto the Commonwealth of the Northern n, and decreased by amounts on amount next to line 36. Federal Carryover orksheet 2005 11, Keep for your re ords Name(s) Shown on Return aaron G cohen & lisa M matukaitis Social Security Number 2004 State and Local Tax Information (See Tax Help) (a) State or Local ID (b) Paid With Extension (c) Estimates Pd After 12131 (d) Total With- held/Pmts (e) Paid With Return (f) Total Over- payment (g) Applied Amount Totals Other Tax and Income Information 2004 2005 1 Filing status .............................................. 2 Number of exemptions for blind or over 65 (0 - 4) ....... .... .... 1 2 2 MFJ 3 Itemized deductions after limitation ..................... 3 - 1,225. 4 Check box if required to itemize deductions ............. 5 Adjusted gross income ................................... .... .... 4 5 ?- T 1 38, 679. 6 Tax liability for Form 2210 or Form 2210-F .............. .... 6 30. 7 Alternative minimum tax . ............................... .... 7 - 8 Federal overpayment applied to next year estimated tax .... 8 IRA Information 2004 2005 9 a Basis of Taxpayer's IRA(s) as of 12/31 .................. .... 93 - b Basis of Spouse's IRA(s) as of 12/31 .................... .... b - - 10a Taxpayer's excess IRA contributions as of 12131 ........ .... 10a _ - b Spouse's excess IRA contributions as of 12/31 .......... .... b 11a Taxpayer's excess Archer MSA contributions as of 12/31 .... 11a b Spouse's excess Archer MSA contributions as of 12/31 .. b 12a Taxpayer's excess Roth IRA contributions as of 12/31 .... .... 12a b Spouse's excess Roth IRA contributions as of 12/31 ..... .... b 13a Taxpayer's excess Coverdell ESA contributions as of 121 1 .. 13a b Spouse's excess Coverdell ESA contributions as of 12/31 ... b 14a Taxpayer's excess HSA contributions as of 12/31 ........ .... 14a _ b Spouse's excess HSA contributions as of 12/31 .......... .... b Loss and Expense Carryovers 2004 2005 15a Short-term capital loss .................................... .... 15a _ b AMT Short-term capital loss ........... 16a Long-term capital loss .................................... .... 16a ------- ---- b AMT Long-term capital loss ............................... .... b - 17a Net operating loss available to carry forward ............. .... 17a b AMT Net operating loss available to carry forward ........ .... b 18a Investment interest expense disallowed .................. .... 18a b AMT Investment interest expense disallowed ............. .... b 19 Nonrecaptured net Section 1231 losses from: a 2005 .... 19a b 2004 ... b c 2003 ... c d 2002 . . d e 2001 ... e f 2000 ... f EXHIBIT 2 COH406 Department of the Treasury , ...arnal Revenue Service 2006 L2 1040 U.S. Individual Income Tax Return 99 IRS Use Only - Do not write or staple in this space. For the year Jan. 1-Dec. 31, 2006, or other tax year beginning .20D8, ending 20 OMB No. 1545-0074 Label A Your first name and initial Last name Your social security number (See a AARON G. COHEN instructions E If a joint return, spouse's first name and Initial Last name Spouse's social security number on page 16.) Use the IRS LISA M. MATUKAI T I S label. H Home address (number and street). If you have a P.O. box, see page 16. Apt. no. You must enter Otherwise, E 2202 CHESTNUT STREET A your SSN(s) above. A please print R or type. E City, town or post office, state, and ZIP code. if you have a foreign address, see page 16. Checking a box below will not Presidential CAMP HILL- PA 17 011 change your tax or refund. Election Campaign ? Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16) , ? You Spouse 1 Single 4 11 Head of household (with qualifying person). (See page 17.) If the qualifying person is a child buf not your eependent, enter Filing Status 2 X Married filing jointly (even if only one had income) this child's name here. ? Check only 3 Married filing separately. Enter spouse's SSN above 5 Qualifying widow(er) with dependent child (see page 17) one box. and full name here. 6a X Yourself. If someone can claim you as a dependent, do not check box 6a Boxes checked 2 •••••••.•.••••••.• on 6a and 6b Exemptions b X Souse No. of cgildren on 6c w o: c Dependents: (3) Dependents (4) v If a lived with 2 2 Dependent's () relationship to 111W, you a did not live with social security number taxer. ree due to divorce 1 First name Last name you Pairs l its" ETHAN G COHEN SON X (se epareuon (sae page 20) If more than four BENNE TT B COHEN SON X Dependents on 6. not en- dependents, see tered above page 19. Add numbers above 4 d Total number of exemptions claimed on Iles .................................................................... 7 Wages, salaries, lips, etc. Attach Form(s) W-2 ....................................................... 7 41, 766 Income 8a Taxable interest. Attach Schedule B if required ................................................ 8a 537 Attach Form(s) b Tax-exempt Interest Do not include on line Sa 8b M W-2 here. Also 9a Ordinary dividends. Attach Schedule B if required . , ... , .. • , ... , 9a attach Forms .. ..................... b Qualified dividends (see page 23) .. • ............................... 9b ::`':;<"'<': W-2G and 1099-R if tax 10 Taxable refunds, credits, or offsets of state and local income taxes (see page 24) . . ... . . ... . .. 10 was withheld. 11 Alimony received , .... _ .... • ....... . . . ... . 12 . Business income or (loss). Attach Schedule C or C-EZ , • , , 12 346 get ayou W- did 2, not 13 Capital gain or (loss). Attach Schedule D if required. If not required, check hear ... , ... , ... 11 13 g see page 23. 14 Other gains or (losses). Attach Form 4797 15a IRA distributions 15a 1 0 0 0 b Taxable amount (see page 25) 15b 16a Pensions and annuities 116, b Taxable amount (see page 26) 16b Enclose, but do 17 Rental real estate, royalties, partnerships, S Corp usts, etc. Attach Schedule E ... , , 17 not attach, any 18 Farm income or (loss). Attach Schedule 18 payment. Also, diiak .. I .. ............................. please use 19 Unemployment compensation 19 .. .. . .. .. .. . . ... . ........................ .am.ount (see page 27) 20b Form 10404. 20a Social security benefits . . _ 20ta b. .Taxable. 21 Other income. List type and amount (see page 29) .. , . LAWSUIT SETTLEMENT .......... • • 21 51,563 22 Add the amounts in the far right column for lines 7 through 21. This is our total income ? 22 94,212 23 Archer MSA deduction. Attach Form 8853 23 >'•<'"» ......... ............. Adjusted 24 Certain business expenses of reservists, performing artists, and Gross fee-basis government officials. Attach Form 2106 or 2106-FZ , , .. • 24 Income 25 Health savings account deduction. Attach Form 8889 25 26 Moving expenses. Attach Form 3903 26 ................. 27 One-half of self-employment tax. Attach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans 28 >< #3g: 29 Self-employed health insurance deduction (see page 29) 29 s ?; 30 Penalty on early withdrawal of savings ............. . ... . . 30 157 31a Alimony paid b Recipient's SSN ? 31a 32 IRA deduction (see page 31) .. , . 32 33 Student loan interest deduction (see page 33) 33 2 500 34 Jury duty pay you gave to your employer 34 35 Domestic production activities deduction. Attach Form 8903 35 36 Add lines 23 through 31 a and 32 through 35 .................•...,,,, 36 2,657 37 Subtract line 36 from line 22. This Is our adjusted gross Income .......................... ? 37 91,555 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 80. Form 1040 (zoos) DAA ForrmH1040 (2006) AARON G. COHEN 6 - I SA M. MATUKAI T I S Tax 38 Amount from line 37 (adjL-.dd gross income) . . . . . . . . . . . . .. . ............ . ... . . ....... . and 39a Check { ? You were born before January 2, 1942, Blind. Total boxes I ? Credits if. checked ? 3 Blind. Spouse was born before January 2, 1942, 9a Standard b It your spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here .. _ .... _ . ? 39b . Deduction 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ..... ...... for- 41 Subtract line 40 from line 38 ' People who h k d 42 If line 38 is over $112,875, or you rovidetl housir?? to a person displaced by Hurricane Katrina f tions laimed on line 6d Oth i lt l 300 b th t t l b 36 $3 . any c ec e .......... erw se, mu ip y , y e o a num er o exemp c see page . . .... box on tine 39a or 39b or 43 Taxable Income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- who can be claimed as a 44 Tax (see page 36). Check if any tax is from: a 11 Form(s) 8814 dependent, b Form 4972 see page 34. ' All others: 45 Alternative minimum tax (see page 39). Attach Form 6251 .............................. ...... Single or 46 Add lines 44 and 45 ............................................ ...... .................. .. ? Married filing separately, 47 Foreign tax credit. Attach Form 1116 if required 47 $5,150 48 Credit for child and dependent care expenses. Attach Form 2441. 48 6' Married filing 49 Credit for the elderly or the disabled. Attach Schedule R 49 jointly or Qualifying 50 .......... Education credits. Attach Form 8863 ....... .... , , , 50 widow(er), 51 Retirement savings contributions credit. Attach Form 8880 51 $10,300 52 Residential energy credits. Attach Form 5695 . .. 52 Head of h ld 53 .............. .. . Child tax credit (see page 42). Attach Form 8901 if re wired 53 2 ,00( house , o • •• • • $7,550 54 Credits from: a 11 Form 8396 b [] Form 8839 c Form 8859 54 55 r credits: a ? Form 3800 b ? Form 8801 Oth e C Form ............ .................K....... 55 56 Add lines 47 through 55. These are your total credits .................................... ...... 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter-0- ............................ ? 58 Self-employment tax. Attach Schedule SE Other 59 .................................................... Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 ...... .. Taxes 60 . Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ... .... , , . , . . 61 Advance earned income credit payments from Form(s) W-2, box 9 ........................ ...... 62 Household employment taxes. Attach Schedule H ....................................... ...... 64 Federal income tax withheld from Forms W-2 and 1099 54 0 d Pa mentS 65 2006 estimated tax payments and amount applied from 2005 return 65 If you have a 66a Earned income credit (EIC) ...........,. 66a qualifying b Nontaxable combat pay election ? fi6b s:. 'tih'`'??{ child, attach Schedule EIC 67 Excess social security and tier 1 RRTA tax withheld (see page 60) 67 68 Additional child tax credit. Attach Form 8812 .................... 68 69 Amount paid with request for extension to file (see page 60) . . . . .......... 69 70 Payments from: a ? Form 2439 b ? Form 4136 c ? Form 8885 70 71 Credit for federal telephone excise tax paid. Attach Form 8913 If required ... 71 61 72 Add In. 64, 65, 66a, & 67 - 71. These are your total payments , , . , . • . . . . . . ........................ ? Refund 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid .. . , . . Direct deposit? 74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here ... , . _ . ? ? See page 61 and fill in 74b, ? b Routing number ? c Type: ? Checking ? Savings F 74c, and 74d, ? d Account number I or Form 8888. 75 Amount of line 73 you want applied to your 2007 estimated tax ? 1 75 Amount 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 , . , • • , ? You OWe 77 Estimated tax Density (see page 62) 1 77 1 41 81, 255 42 13, 200 43 68, 055 44 10, 134 45 46 10,134 81065 5 72 72 Third Party Do you want to allow another person to discuss this return with the IRS (see page 63)? X Yes. Complete the foil owin . U No Designee Designee's Personal Identification number (PIN) ? L .? name .? PREPARER Phone no. ? Under penalties of perjury, I declare the xamined this return and accompanyi schedules aqd statements, and to the best of my knowledge and Sign belief, they are true, correct, and com t - ebon of preparer (other than taxpayer is based on all information of which preparer has any knowledge. Here Your signature Date Your occupation Daytime phone number seep eemi. ATTORNEY t Kee a co Spouse's signature. If a'oi t h must sign. Date Spouse's occupation Preparers' Date Check If Preparers SSN or PTIN Paid signature 4 / 17 / 0 7 self-employed ? Preparer's Firm's name (or MARTIN M. SACKS & ASSOCIATES EIN 23-1979781 Use Only yours ifself-employed),, 4775 LINGLESTOWN ROAD Phone no. address, and ZIP code HARRISBURG PA. 17112 717-657-1300 DAA - Form 1040 (2006) COH406 SCHEDULE C Profit or Loss From Business OMB No. 1545-0074 (Form 1040) (Sole Proprietorship) nOO? Department of the '=" ry ? Partnerships, joint ventures, etc., must file Form 1065 or Form 1065-B. L Attachment Interval Revenue S99 ? Attach to Form 1040 1040NR or 1041. ? See Instructions for Schedule C Form 1040. Sequence No. 09 Name of proprietor Social security number (SSN) A Principal business or profession, including product or service (see page C-2 of the instructions) LEGAL SERVICES B Enter code from pages C-8, 9, 810 ? 541100 C Business name. If no separate business name, leave blank. AARON GRAY COHEN LAW OFFICE D Employer ID number (EIN), If any - E Business address (including suite or room no.* ... , ,115 PINE STREET SUITE 100 City, town or post office state and ZIP code HARRISBURG PA 17101 F Accounting method: (1) Cash (2) Accrual (3) Other (specify)10. , .. . you "materially participate" In the operation of this business during 2006. If "No," see page C-3 for limit on losses ......... X Yes G Did P-No H If you started or acquired this business during 2006, check here . ............. ...... . .. 10. Income 1 Gross receipts or sales. Caution. If this income was reported to you on Form W-2 and the "Statutory employee" box on that form was checked, see page C-3 and check here ? F-1 1 21,148 2 Returns and allowances ............................................................................ . 2 ......... 3 Subtract line 2 from line 1 ....................................................................... 3 21,148 4 Cost of goods sold (from line 42 on page 2) ........................................................... . . . 4 .. .. . . 5 Gross profit. Subtract line 4 from line 3 , , . , ... , . . ... ...... 5 21,148 6 Other income, including federal and state gasoline or fuel tax credit or refund (see page G3) _ ... • • ... . . ................... . .. 6 7 Gross Income. Add lines 5 and 6 ...... .................................................................. ? 7 21,148 W Expenses. Enter ex nses for business use of our home only on line 30. 8 Advertising ... . .... .... . . 8 935 18 Office expense .... , ............ • ..... 18 3,577 .. .. . . . 9 Car and truck expenses (see 19 Pension and profit-sharing plans 19 page C-4) .. . . . . . . ............ 9 20 Rent or lease (see page C-5): 10 Commissions and fees 10 ......... a Vehicles, machinery, and equipment 20a 11 Contract labor (see page C4) ... 11 . , . b Other business property 20b 4,279 12 Depletion 12 ..... 21 Repairs and maintenance 21 13 Depreciation and section 179 22 Supplies (not included in Part 111) 22 398 expense deduction (not ... 23 Taxes and licenses 23 included in Part 111) (see page C4) .......... 3 ,363 ................... 24 Travel, meals, and entertainment: a Travel ............................... ........... 24a 14 Employee benefit programs b Deductible meals and (other than on line 19) 14 entertainment (see page C-6) .... 24b 71 15 Insurance (other than health) 15 1,743, 25 utilities 25 16 Interest: ..„- 26 Wages (less employment crediEs) 26 a Mortgage (paid to banks, etc.) ... 16a 27 Other expenses (from line 48 on b Other .......................... 16b page 2).............................. 27 4,836 17 Legal and professional services 17 1,600 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ? 28 20,802 ................ 29 Tentative profit (loss). Subtract line 28 from line 7 29 346 .............................................................. 30 Expenses for business use of your home. Attach Form 8829 30 .................................................... 31 Net profit or (loss). Subtract line 30 from line 29. a If a profit, enter on both Form 1040, line 12, and Schedule SE, line 2 or on Form 1040NR, line 13 (statutory employees, see page C-6). Estates and trusts, enter on Form 1041, line 3. 31 346 a If a loss, you must go to line 32. 32 If you have a loss, check the box that describes your investment in this activity (see page C-6). a If you checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2 or on 32a 8 All investment Is at risk. Form 1040NR, line 13 (statutory employees, see page C-6). Estates and trusts, enter on Form 1041, 32b Some investment is not line 3. at risk. a If you checked 32b, you must attach Form 6198. Your loss may be limited. For Paperwork Reduction Act Notice, see page C-8 of the instructions. Schedule C (Form 1040) 2006 DAA COH406 Child and Dependent Care Expe..,as Farm 2441 ? Attach to Form 1040 or Form 1040NR. Of Name(s) shown on return M. Your social Before you begin: You need to understand the following terms. See Definitions on page 1 of the instructions. 2006 chment uence No. 21 • Dependent Care Benefits • Qualifying Person(s) • Qualified Expenses Persons or Organizations Who Provided the Care- You must complete this part. (If you need- more space, use the bottom of page 2.) (a) Care provider's 1 name (b) Address (number, street, apt. no., city, state, and ZIP code) (c) Identifying number (SS or EIN) (d) Amount paid (see instnx bons) JEWISH COMMUNITY CTR 3301 N. FRONT STREET ................................................ HARRISBURG PA 17110 23-1352338 7,650 I Did you receive No 10 Complete only Part II below. I dependent rare benefits? Yes Complete Part III on the back next. Caution. If the care was provided in your home, you may owe employment taxes. See the instructions for Form 1040, line 62, or Form 1040NR, line 57. Credit for Child and Dependent Care Expenses 2 information about your qualifying person(s). If you have more than two gualifyin persons, see the instructions. . (a) Qualifying person's name (b) Qualifying person's social (c) Qualified expenses you muted and ? in 2006 for the First Last security number rsm IWW in cdurm a ETHAN G COHEN 1,380 BENNETT B COHEN 6,270 3 Add the amounts in column (c) of line 2. Do not enter more than $3,000 for one qualifying person or $6,000 for two or more persons. If you completed Part III, enter the amount from " line 33 .................................................................. 3 6 000 ...................................... 4 Enter your earned Income. See instructions ................................ 4 346 ..................................... 5 If married filing jointly, enter your spouse's earned income (if your spouse was a student or was disabled, see the instructions); all others, enter the amount from line 4 . .... . . 5 41,766 .. ....................... ....... 6 Enter the smallest of line 3, 4, or 5,,,,,,,,,,,,,,,,,,,,,,., .................................... 6 346 7 Enter the amount from Form 1040, line 38, or Form '! s 1040NR, line 36 7 91,555 ................................................................. 8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7 If line 7 is: If line 7 is: But not Decim I But not Deci I Over over amount Is Over over amounmT is $0-15,000 .35 $29,000-31,000 .27 15,000-17,000 .34 31,000-33,000 .26 ' 17 000-19 000 .33 33 000-35 000 25 8 X .20 , , , , . 19,000-21,000 .32 35,000-37,000 .24 "• 21,000-23,000 .31 37,000.39,000 .23 23,000-25,000 .30 39,000-41,000 .22 25,000-27,000 .29 41,000-43,000 .21 27,000-29,000 .28 43,000-No limit .20 ` . 9 Multiply line 6 by the decimal amount on line 8. If you paid 2005 expenses In 2006, see the instructions ................................................ . 9 69 ....... ........................................ 0 Enter the amount from Form 1040, line 46, minus any amount on Form 1040, line 47, or Form 1040NR, line 43, minus any amount on Form 1040NR, line 44 . .. 10 10,134 .. .. ........................................ 1 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and on Form 1040, line 48, or Form 1040NR line 45 ......................................................... 11 69 For Paperwork Reduction Act Notice, see page 4 of the instructions. Form 2441 (2006) DAA COH406 6251 'Alternative Minimum Tax-indivil aIS F ~ orm OMB No. 15450074 ? see separate instructions. 2006 D epartment of the Treasury Internal Revenue Service 99 ?Attach to Form 1040 or Form 1040NR. S uechment nce Seqence No. 32 - Name(s) shown on Form 1040 or Form 104ONR Your social security number AARON G. COHEN & LISA M. MATUKAITIS 7 =now W W -- Alternative Minimum Taxable Income See instructions for how to complete each line. 1 If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41 (minus any amount on Form 8914, line 6), and go to line 2. Otherwise, enter the amount from Form 1040, line 38 (minus any amount on Form 8914, line 6), and go to line 7. (if less than zero, enter as a negative amount.) 1 91L555 2 Medical and dental. Enter the smaller of Schedule A (Form 1040), lind'4, or 2 1/2% of Form 1040, line 38 2 Taxes from Schedule A (Form 1040), line 9 3 4 Enter the home mortgage interest adjustment, if any, from line 6 of the worksheet on page 2 of the instructions 4 5 Miscellaneous deductions from Schedule A (Form 1040), line 26 ... .................................. 5 6 If Form 1040, line 38, is over $150,500 (over $75,250 if married filing separately), enter the amount from line 11 of the Itemized Deductions Worksheet on page A-7 of the Instructions for Schedule A (Form 1040) 6 7 Tax refund from Form 1040, line 10 or line 21 7 , 8 Investment interest expense (difference between regular tax and 9 Depletion (difference between regular tax and AMT) .............................................................. 10 Net operating loss deduction from Form 1040, line 21. Enter as a positive amount ................................... 10 11 Interest from specified private activity bonds exempt from the regular tax 11 12 Qualified small business stock (7% of gain excluded under section 1202 ........................................... 12 13 Exercise of incentive stock options (excess of AMT income over regular tax income) 13 14 Estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A) ................................... 14 15 Electing large partnerships (amount from Schedule K-1 (Form 1065-B), box 6) . . . . 15 16 Disposition of property (difference between AMT and regular tax gain or loss) ....................................... 16 17 Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) 17 18 Passive activities (difference between AMT and regular tax income or loss ......................................... 18 19 Loss limitations (difference between AMT and regular tax, income or loss) .......................................... 19 0 20 Circulation costs (difference between regular tax and AMT) ........................................................ 20 21 Long-term contracts (difference between AMT and regular tax income) 21 22 Mining costs (difference between regular tax and AMT) ........................................................... 22 23 Research and experimental costs (difference between regular tax and AMT) , .............................. 23 24 Income from certain installment sales before January 1, 1987 .........................:........................... 24 25 Intangible drilling costs preference .............................................................................. 25 26 Other adjustments, including income-based related adjustments .................................................. 26 . 27 Alternative tax net operating loss deduction 27 ) 28 Alternative minimum taxable income. Combine lines 1 through 27. (If married filing separately and line 28 is more than $200,100 see page 7 of the instructions.) ........................................................ 28 91,555 Altemative Minimum Tax 29 Exemption. (If this form is for a child under age 18, see page 7 of the instructions.) IF your filing status is ... AND line 28 is not over... THEN enter on line 29... Single or head of household $112,500 $42,500 Married filing jointly or qualifying widow(er) 150,000 62,550 .. ......................... -•r Married filing separately 75,000 31,275 29 62,550 If line 28 is over the amount shown above for your filing status, see page 7 of the instructions. 30 Subtract line 29 from line 28. If more than zero or you are filing Form 2555 or 2555-EZ, go to line 31. If zero or " „ less and you are not filing Form 2555 or 2555-EZ, enter -0- on lines 33 and 35 and skip the rest of Part II 30 29,005 31 • If you are filing Form 2555 or 2555-EZ, see page 8 of the instructions for the amount to enter. • If you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends on Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule D (Form 1040) (as refigured .,. 7 for the AMT H necessary) complete Part III on the back and enter the amount from line 55 here • • • • • • • • • • • • 37 ,541 , , . 00 . rr All others: If fine 30 is $175,000 or less ($87,500 or less if married filing separately), multiply line 30 by 26% (.26). Otherwise, multiply line 30 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from the result :. . , ::::::::. 32 Alternative minimum tax foreign tax credit (see page 8 of the Instructions) ................................. . . 32 . .... . 33 Tentative minimum tax. Subtract line 32 from line 31 . ................................................. 33 7,541 34 Tax from Form 1040, line 44 (minus any tax from Form 4972 and any foreign tax credit from Form 1040, line 47). If you used Schedule J to figure your.tax, the amount for line 44 of Form 1040 must be refigured without using Schedule J (see page 9 of the instructions) ......................................................... 34 10 13 4 35 Alternative minimum tax. Subtract line 34 from line 33. If zero or less, enter -0-. Enter here and on For Paperwork Reduction Act Notice, see page 10 of the instructions. Form 6251 (2oo6) DAA COH406 Form 8606 Nondeductible IRAs , OMB No. 1545-0074 ? See separate instructions. 2006 Department of the Treasury Attachment Internal Revenue Service (99) 10- Attach t0 Form 1040 Form 1040A Or Form 1040NR. Sequence No. 48 Name. If married, file a separate form for each spouse required to file Form 8606. See page 5 of the Instructions. Your social securitv number AARON G. COHEN Fill in Your Address Only Home address (number and street, or P.O. box if mail is not delivered to your home) Apt. no. if You Are Filing This ' Form by Itself and Not City, town or post office, stab, and ZIP code With Your Tax Return Nondeductible Contributions to Traditional IRAs and Distributions From Traditional, SEP, and SIMPLE IRAs Complete this part only If one or more of the following apply. • You made nondeductible contributions to a traditional IRA for 2006. • You took distributions from a traditional, SEP, or SIMPLE IRA in 2006 and you made nondeductible contributions to a traditional IRA in 2006 or an earlier year. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified hurricane distribution), qualified charitable distribution, conversion, recharacterization, or return of certain contributions. • You converted part, but not all, of your traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2006 (excluding any portion ou recnaractenzed) and you made nondeductible contributions to a traditional IRA in 2006 or an earlier Enter your nondeductible contributions to traditional IRAs for 2006, including those made for 2006 from January 1, 2007, through April 16, 2007 (see page 5 of the Instructions) Enter your total basis in traditional IRAs (see page 5 of the instructions) ........................................... Add lines 1 and 2 ........................... . In 2006, did you take a No --? Enter the amount from line 3 on distribution from traditional, line 14. Do not complete the rest SEP, or SIMPLE IRAs, or of Part I. make a Roth IRA conversion? Yes --? Go to line 4. Enter those contributions included on line 1 that were made from January 1, 2007, through April 16, 2007 ................................................................................................ Subtract line 4 from line 3 ..................................................................:.............. .... Enter the value of all your traditional, SEP, and SIMPLE IRAs as of I I December 31, 2006, plus any outstanding rollovers. Subtract any repayments of qualified hurricane distributions. If the result is zero or less, enter -0- (see page 5 of the instructions) ...................................... Enter your distributions from traditional, SEP, and SIMPLE IRAs in 2006. Do not include rollovers (other than repayments of qualified hurricane distributions), qualified charitable distributions, conversions to a Roth IRA, certain returned contributions, or recharacterizations of traditional IRA contributions (see page 6 of the instructions) ...................... Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2006. Do not include amounts converted that you later recharacterized (see page 6 of the instructions). Also enter this amount on line 16 9 Add lines 6, 7, and 8 9' .............................. 10 Divide line 5 by line 9. Enter the result as a decimal rounded to at least 3 places. If the result is 1.000 or more, enter "1.000" 10 ......................... 11 Multiply line 8 by line 10. This is the nontaxable portion of the amount you converted to Roth IRAs. Also enter this amount on line 17 11 ...................... 12 Multiply line 7 by line 10. This is the nontaxable portion of your distributions that you did not convert to a Roth IRA 12 ................................ 13 Add lines 11 and 12. This is the nontaxable portion of all your distributions ......................................... 14 Subtract line 13 from line 3. This is your total basis in traditional IRAs for 2006 and earlier years .................. 15a Subtract line 12 from line 7 .................................................................................... b Amount on line 15a attributable to qualified hurricane distributions (see page 6 of the instructions). Also enter this amount on Form 8915, line 22 ................................................................... c Taxable amount. Subtract line 15b from line 15a. If more than zero, also include this amount on Form 1040, line 15b; Form 1040A, line 11 b; or Form 1040NR, line 16b ............................................ Note: You may be subject to an additional 10% tax on the amount on line 15c if you were under age 59 1/2 at the time of the distribution (see page 6 of the instructions). For Privacy Act and Paperwork Reduction Act Notice, see page 8 of the instructions DAA Form 8606 (2006) COH406 \ Form 8606 (2006) AARON G . OHEN 179-62 ,441 Page 2 2006 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs Complete this part if you converted part or all of your traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2006 (excluding any portion you recharacterized). Caution: If your modified adjusted gross income is over $100,000 or you are married filing separately and you lived with your spouse at any time in 2006, you cannot convert any amount from traditional, SEP, or SIMPLE IRAs.to Roth IRAs 16 If you completed Part I, enter the amount from line 8. Otherwise, enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2006. Do not include amounts you later recharacterized back to traditional, SEP, or SIMPLE IRAs in 2006 or 2007 (see page 7 of the instructions) .......................................................................................... 17 If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount on line 16 (see page 7 of the instructions) ...................................................................... 18 Taxable amount. Subtract line 17 from line 16. Also include this amount on Form 1040, Distributions From Roth IRAs Complete this part only if you took a distribution from a Roth IRA in 2006. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified hurricane distribution), qualified charitable distribution, 19 Enter your total nonqualified distributions from Roth IRAs in 2006 including any qualified first-time homebuyer distributions (see page 7 of the instructions) ......................................................... 20 Qualified first-time homebuyer expenses (see page 7 of the instructions). Do not enter more than $10,000 ....................................... 20 ......................................................... 21 Subtract line 20 from line 19. If zero or less, enter -0- and skip lines 22 through 25 .... , .. , ....................... 22 Enter your basis in Roth IRA contributions (see page 7 of the instructions) ....................................... 23 Subtract line 22 from line 21. If zero or less, enter -0- and skip lines 24 and 25. If more than zero, you may be subject to an additional tax (see page 7 of the instructions) .......................................... 24 Enter your basis in Roth IRA conversions (see page 7 of the instructions) ......................................... 25a Subtract line 24 from line 23. If zero or less, enter -0- and skip lines 25b and 25c .......... . ... . . . . 25a b Amount on line 25a attributable to qualified hurricane distributions (see page 8 of the instructions). Also enter this amount on Form 8915, line 23 25b c Taxable amount Subtract line 25b from line 25a. If more than zero, also include this amount on Form 1040. line 15b: Form 1040A. line 11 b: or Form 1040NR. line 16b ..... . ...... . .............................. 25c Sign Here Only If You Are Filing This Form by Itself and Not With Your Tax Return Paid Preparees Use Only Under penalties of perjury, I declare that I have examined this form, Including accompanying attachments, and to the best of my knovAedge and belief, it is true, correct, and complete. Your signature / Date Preparers ' signature Firm's name (or yours , if self-employed), address, and ZIP code EIN Preparers SSN or PTIN Form 8606 (2006) Date Check if self- employed 11 DAA COH406 Form 4562 Department of the Treasury Internal Revenue Service Depreciation and Amortizatio, (including Information on Listed Property) ? to B No. 1545-0172 2006 chman' 67 _ uenoe No. Name(s) shown on return Identifying number AARON G. COHEN & LISA M. MATUKAITIS Business or activity to which this form relates LEGAL SERVICES Election To Expense Certain Property Under Section 179 Note: If you have an listed property, complete Part V before you complete Part I. 1 Maximum amount. See the instructions for a higher limit for certain businesses - 1 108,000 ................................... 2 Total cost of section 179 property placed in service see instructions 3,363 3 Threshold cost of section 179 property before reduction in limitation 3 430, 000 4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- .......... .............................. 5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less enter -0-. If married fiilin separately, see Instructions .......... 5 108,000 (a) Description of property (b) Cost (business use oniy)l c Elected cost 6 SEE STATEMENT 1 ?G'z ........,..»•...... 7 Listed property. Enter the amount from line 29 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 8 3,363 9 Tentative deduction. Enter the smaller of line 5 or line 8 ..................................................... ... 9 3,363 10 Carryover of disallowed deduction from line 13 of your 2005 Form 4562 ........................ ............ ... 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) 11 45,475 12 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 ... , , , , , • . • • 12 3,36 3 13 Carryover of disallowed deduction to 2007. Add lines 9 and 10, less line 12 . ? 13 Note: Do not use Part 11 or Part III below for listed property. Instead, use Part V. Special Depreciation Allowance and Other Depreciation Do not include listed roe See instructions 14 Special allowance for qualified New York Liberty or Gulf Opportunity Zone property (other than listed property) placed in service during the tax year (see instructions) 14 _ 15 Property subject to section 168(f)(1) election ................................................................ ... 15 16 Other depreciation (including ACRS ....... . ............................................................... ... 16 °) MACRS Depreciation (Do not include listed property.) (See instructions.) Section A 17 18 MACRS deductions for assets placed in service in tax years beginning before 2006 , • . , .. , . • , • , . If you are electing to an Yo 9 group Y assets placed in service during the tax year into one or more general asset accounts check hare ? I 1 Section B-Assets Placed in Service Durino 2006 Tax Year Usino the General Mmrariatinn sv_atem (b) Month and (c) Basis for depreciation (d) Recovery (a) Classification of property year placed in (businessfnvestment use eriod (e) Convention (f) Method (g) Depreciation deduction service on see instructions p 19a 3-year property b 5-year property c 7-year property <~:z::..;??:•;...,. .;. d 10 t t i :.: ;e#:; ` • is -yea r proper y : v 4 e 15-year property . .. ::. ::::,?::1•:y b., t 20-year property 25 ear pro party >;,' ..... ................. 25 yrs. SAL h Residential rental 27.5 rs. MM S/L property 27.5 rs. MM S/L i Nonresidential real 39 yrs. MM S/L property MM S/L oection to Assets viace0 in Service ourina 2006 Tax Year Usinn the AMemativa nonrnriatinn Svstom 20a Class life S/L b 12-year ' 12 yrs. S/L c 40- ear 40 rs. MM S/L 21 Listed property. Enter amount from line 28 21 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations-see I str .................... 22 3 3 63 23 For assets shown above and placed in service during the current ear, > enter the portion of the basis attributable to section 263A costs 23 For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (loos) DAA THERE ARE NO AMOUNTS FOR PAGE 2 COH406 COHEN, AARON G. "'LISA M. Federal Statements LEGAL SERVICES Statement 1 - Form 4562. Line 6 - Section 179 Expense DesCriation of Prone OFFICE FURNITURE FILING CABINETS COMPUTER PRINTER TOTAL Cost 2,176 212 637 338 Expense $ 2,176 212 637 338 $ 3,363 $ 3,363 Department of the Treasury - Internal Revenue Service Form 1040 U.S. Individual Income Tax For the year Jan 1 • Dec 31, 2007, or other tax Label Your first name (See instructions.) 1hDDnX7 Use the IRS label. Otherwise, please print or type. If a ioint return, spouse's first name MI Last name G COHEI MI Last name U1"" M MATUKAITI Home address (number and street). If you have a P.O. box, see instructions. 2202 CHESTNUT ST City, town or post office. If you have a foreign address, see instructions. Presidential Election Campaign Filing Status 07 I IRS Use Only - Do not write or staple in 20 OMB No. 1545.0074 Your social security number spouse's social security number Apartment no. State ZIP code You must enter your . social security number(s) above. V HILL Checking a box below will not PA 17 011 change your tax or refund. Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) ................ ? [] You Spouse 1 Single 4 TT-Head of household with uali In 2 X Married filing jointly (even if only one had income) ( q 9 person). (See instructions.) If the qualifying p person Is a child Check only 3 Married filing separately. Enter spouse's SSN above & full but not your d pendent, enter this child's one box. ? name here name here . .. 5 Qualif in widow-1 with dependent child (see instructions) Exemptions 6a X & Yourself. If someone can claim you as a dependent, do not check box 6a Boxes checked b USe ...... on 6. and 6b .. 2 c Dependents: (2) Dependent's • (3) Dependent's • • • • • • - No. of children (4) if on 6c who: social security relationship qualifying • lived 1) First name Last name number to you child for child with you .... tax credit * did not 2 ETHAN G COHEN (see instrs) live with you Son due to divorce X BENNETT B COHEN Son orsepwation (seemstrs) .. If more than X . four dependents, Dependents on 6c not see instructions. entered above . d Total number of exemptions claimed ................ . . ..... 7 W .... Add numbers on lines ........... above..... ? 4 ages, salaries, tips, etc. Attach Form(s) W-2 Income ............................ . 8a Taxable interest Attach S h d l . c e u e B if required ................................. . . . ... b Tax-exempt interest. Do not include on line 8a .... . ......... I 8bl Attach Form(s) 9a Ordinary dividends. Attach Schedule B if required ................. . W-2 here. Also attach Forms b Qualified dividends (see instrs) ......... . ...... . ... . ... . ... . . . . . . 9bl W-2G and 1099-R 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ...................... if tax was withheld 11 Alimony received . 8a 9a 10 - . .................................................................... 12 Business income or l A 11 ( oss). If you did not ttach Schedule C or C-EZ ..................... • ............ 13 Capital gain or (loss) et W Aft S 2 h D if 12 16,190. . g a - , c regd. If not regd, ck here .......................... ? 11 see instructions. 14 Other gains or (los At 13 ses). tach 15a IRA distributions Form 4797 .............. . ............ 15a bTaxable amount (see instrs) 15b 16a Pensions and annuities 1 ( .. ...... 6a b Taxable amount (see instrs) 16b 17 Rental real estate ro alti .. , y es, partnerships, S corporations, trusts, etc. Attach Schedule E .. Enclose, but do 18 Farm income or (loss) Att h S h 17 42z334- . ac c edule F .............. . not attach, any •••••••.• 19 Unemployment com en ti 18 p sa on ........ payment. Also, .................... please use 20a Social security benefits 12 l 19 ........... 0 a b Taxable amount (see instrs) .. Form 1040-V. 21 Other income 20 b 22 Add the amounts in the f i ht ar r g column for lines 7 throw h 21. 23 Educator expenses (se i t i This is our total income . ? 22 58 524 . e ns ruct ons Adjusted ) ....................... 1 24 Certain b i 23 us ness expenses of reservists, performing artists, and fee-basis Gross government officials. Attach Form 2106 or 2106-E2 .................... Income 25 H l h 24 ea t savings account deduction. Attach Form 8889 ........ 26 M i 25 ov ng expenses. Attach Form 3903 ....................... 27 O h 26 ne- alf of self-employment tax. Attach Schedule SE ........ 27 4 135 . 28 Self-employed SEP, SIMPLE, and qualified plans ... • . , .... , . 28 29 Self-employed health insurance deduction (see instructions) ............. 30 P l 29 7, 601 . ena ty on early withdrawal of savings ..................... 31 Ali ' 30 a mony paid b Recipient s SSN .... ? 32 IRA d 31a eduction (see instructions) ............ . .. 33 St d 32 u ent loan interest deduction (see instructions) ............ 34 T 33 156 . uition and fees deduction. Attach Form 8917 ... • ........... 35 D 34 omestic production activities deduction. Attach Form 8903 .............. 36 A 35 dd lines 23 - 31a and 32. 35 ................. 37 Subtract line 36 f li j 36 11,892. rom ne 22. This is our ad usted gross income .. ? 8AA For Disclosure Priv A t d 37 46, 632. , acy c , an Paperwork Reduction Act Notice, see instructions. FDIA0112 12/06/07 Form 1040 (2007) Form T040 (2007) ARRON G COHEN & LISA M MATUKATTTS 1.79-62-7441 Pine2 Tax and 38 Amount from line 37 (adjusted gross income) .......................................... 38 46, 632. Credits 39a Check You were born before January 2, 1943, 8 Blind. Total boxes -L if Spouse was born before January 2, 1943, Blind, checked 01 39a Standard b If your spouse itemizes on a separate return, or you were a dual-status alien, see instrs and ck here 11, 39b Deduction 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ..................... 0 0, 700 . for - le who • Peo 41 Subtract line 40 from line 38 .. ............. 41 - 35,932. p checked any box on line 39a or 42 If line 38 is $117,300 or less, multiply $3,400 by the total number of exemptions claimed on line 6d. If line 38 is over $117,300, see the instructions . . ..................... 42 13,600. 39b or who can be claimed as a 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0. .................. . ............... . .................... 43 22 332 . dependent, see instructions. 44 Tax (see instrs). Check if any tax is from: a B Form(s) 8814 b E] Form 4972 c Form(s) 8889 ................... 44 2,566. 0 All others: 45 Alternative minimum tax (see instructions). Attach Form 6251 ........................... 45 0. Single or Married 46 Add lines 44 and 45 ........................ . . . . . . . ... .......................... . . . . 46 . 2,566 filing separately, 47 Credit for child and dependent care expenses. Attach Form 2441 .......... 47 1,200. '.., $5,350 48 Credit for the elderly or the disabled. Attach Schedule R ..... 48 Married filing 49 Education credits. Attach Form 8863 ....................... 49 jointly or 50 Residential energy credits. Attach Form 5695 ............... 50 Qualifying widow(er), 51 Foreign tax credit. Attach Form 1116 if required ............. 51 $10,700 52 Child tax credit (see instructions). Attach Form 8901 if required ........... 52 1,366. Head of 53 Retirement savings contributions credit. Attach Form 8880 ... 53 household, 54 Credits from: a Form 8396 b [] Form 8859 c [] Form 8839 .. 54 $7,850 55 Other credits: a 3$00 Form b 11 $801 Form C F Form 55 56 Add lines 47 through 55. These are your total credits ........ ...... ... .............. 56 2,566. 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0 ................... " 57 0 . 58 Self-employment tax. Attach Schedule SE ...................................................... 58 8,269. Other 59 Unreported social security and Medicare tax from: a n Form 4137 b 11 Form 8919 .................. 59 Taxes 60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ................... 60 61 Advance earned income credit payments from Form(s) W-2, box 9 ....................... 61 62 Household employment taxes. Attach Schedule H ....................................... 62 63 Add lines 57.62. This is your total tax ...................................................... 10. 63 8,269. ments 64 Federal income tax withheld from Forms W-2 and 1099 ...... Pa 64 y 65 2007 estimated tax payments and amount applied from 2006 return ........ 65 If you have a 66 a Earned income credit (EIC) ............. ................N.o in abf 66a y g qu child, attach b Nontaxable combat pay election ..... 0`1 66bl Schedule Etc. r I 67 Excess social security and tier 1 RRTA tax withheld (see instructions) ....... 67 68 Additional child tax credit. Attach Form 8812 ................ 68 634. 69 Amount paid with request for extension to file (see instructions) .......... 69 70 Payments from: a rl Form 2439 b [] Form 4136 c [] Form 8885 70 71 Refundable credit for prior year minimum tax from Form 8801, line 27 ...... 71 72 Add lines 64, 65, 66a, and 67 through 71. These are your total pa snts ................................... ..... .................... t' 72 634. d 73 If line 72 is more than line 63, subtract line 63 from line 72, This is the amount you overpaid ............ f R 73 un e osit? 74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here .. 0' [] Direct de 74a p See instructions ? b Routing number ........ c Type: Checking n Savings and fill in 74b, ? d Account number ....... 74c, and 74d or Form 8888. 75 Amount of line 73 you want applied to your 2008 estimated tax ..... ? 75 Amount 76 Amount you owe. Subtract line 71 from line 63. For details on how to pay, see instructions ............... ? 76 7 983 . You Owe 77 Estimated tax enalt see instructions ......... . .......... 77 348. Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... U Yes. Complete the following. LJ No Designee's Phone Personal identification Designee_ name Preparer no. number (PIN) Under penalties of perjury. I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Your signature Date Your occupation Daytime phone number Joint return? See instructions. / ? 7 0 ATTORNEY Keep a copy Spouse's signature. If a joint return, both must sign. Da Spouse's occupation " for your records. lio 4- ATTORNEY ate Preoarer's SSN or PTIN Prep err e's ' / r i n t Paid u - g s a u Preparer's Firm's name T Use Onl Only (or yours if self -e d),1' 38 address. , and ZIP code MT G TAX ACCOUNTANTS E 2ND ST O8/01/20081check ii EIN 23-2841513 Phoneno. (570) 339-2500 Form 1040 (2007) PA 17851 FDIA0112 12/06/07 SCHEDULE C. Profit or Loss From Business (Form 1040) (Sole Proprietorship) Department of the Treasury ' Partnerships, joint ventures, etc, must file Form 1065 or 1065-8. I I R 99 a. A" h t F 104 OMB No. 15450074 2007 nterna evenue Service ( ) ac o Willi 0,1040NR, or 1041. ?See instructions for Schedule C (Form 1040). sequence No. 09 Name of proprietor Social security number (SSN) LISA M MATUKAITIS ---??-----------??? A Principal business or profession, including product or service (see instructions) B Enter code from instructions ' ATTORNEY a, 541100 C Business name. It no separate business name, leave blank. D Employer to number (EIN), if any E Business address (including suite or room no.) 01 2202 CHESTNUT ST City, town or post office, state, and ZIP code ---------------------------------------------- __ CAMP HILL PA 17011 - F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) ? --------------- Did you 'materially participate' in the operation of this business during 2007? If 'No,' see instructions for limit on losses .... X Yes No H If you started or acquired this business during 2007 check here . . . . . . . .. . . ..... 1 Gross receipts or sales. Caution. If this income was reported to you on Form W-2 and the 'Statutory employee' box on that form was checked, see the instructions and check here ............ "F? 1 24,370. 2 Returns and allowances .............................................................................. .. 2 3 Subtract line 2 from line 1 ............................................................................ .. 3 24,370. 4 Cost of goods sold (from line 42 on page 2) ............................................................ .. 4 5 Gross profit. Subtract line 4 from line 3 ................................................................ .. 5 24, 370. 6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) ..................................................................................... .. 6 7 Gross income. Add lines 5 and 6 ................. .. ............................................... . . . . ? 7 24 370 JPM MT?j Expenses. Enter ex enses for business use of our home onl on line 30. , . 8 Advertising .................... 8 18 Office expense ......................... 18 9 Car and truck expenses 19 Pension and profit-sharing plans 19 (see instructions) .............. 9 20 Rent or lease (see instructions): 10 Commissions and fees ......... 10 a Vehicles, machinery, and equipment ... .. 20a 11 Contract labor b Other business property .. . ... . ........ .. 20b (see instructions) .............. 11 21 Repairs and maintenance ............. .. 21 12 Depletion ..................... 12 22 Supplies (not included in Part III) ..... . .. 22 13 Depreciation and section 179 expense deduction 23 Taxes and licenses ........... .... .. 23 (not included in Part III) 24 Travel, meals, and entertainment: (see instructions) .............. 13 a Travel ............................... . 24a 6 548 , . 14 Employee benefit programs (other than on line 19 b Deductible meals and entertainment ) ......... 14 (see instructions) ..................... .. 24b 15 Insurance (other than health) ... 15 25 Utilities .............................. .. 25 16 Interest: 26 Wages (less employment credits) ...... .. 26 a Mortgage (paid to banks, etc) ........ 16 a 27 Oth b Other 16 b er expenses (from line 48 on ......................... page 2).............................. .. 27 17 Legal & professional services ... 17 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ............. 28 6,548. 29 Tentative profit (loss). Subtract line 28 from line 7 ...................................................... .. 29 17,822. 30 Expenses for business use of your home. Attach Form 8829 ............................................. .. 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Form 1040, line 12, and Schedule SE, line 2 or on Form 1040NR, line 13 (statutory employees, see instructions). Estates and trusts enter on , Form 1041, line 3. ............... 31 17,822. • If a loss, you must go to line 32. _ 32 If you have a loss, check the box that describes your investment in this activity (see instructions) . _ • If you checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2, or on Form 1040NR line 13 (statutory emplo ees see instr ti E t t t All investment is , y , uc ons). s a es and trusts, enter on Form 1041, line 3. 32 a r] at risk. • If you checked 32b, you must attach Form 6198. Your loss may be limited. - 32 b n Some investment is not at risk BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule C (Form 1040) 2007 FOIZOI12 06/15/07 C (Form 1040) 2007 LISA M MATUKAITIS 185-66-3438 Page 2 33 Method(s) used to value closing inventory: a U Cost b U Lower of cost or market c U Other (attach explanation) 34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory? If 'Yes,' attach explanation ......................................................................................... Yes n No 35 Inventory at beginning of year. If different from last year's closing inventory, attach explanation ...................................................................................... 35 36 Purchases less cost of items withdrawn for personal use .................................................. 36 37 Cost of labor. Do not include any amounts paid to yourself ................................................. 37 38 Materials and supplies .................................................................................. 38 39 Other costs .................................................... ....... 39 40 Add lines 35 through 39 ................................................................................. 40 41 inventory at end of year ................................................................................ 41 42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on page 1, line 4 ................ 42 Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562. 43 When did you place your vehicle in service for business purposes? (month, day, year) ?_ 44 Of the total number of miles you drove your vehicle during 2007, enter the number of miles you used your vehicle for: a Business b Commuting (see instructions) . _ _ _ _ _ _ _ _ _ _ cOther 45 Do you (or your spouse) have another vehicle available for personal use? ............................................. E] Yes E] No 46 Was your vehicle available for personal use during off-duty hours? .................................................... 0 Yes U No 47a Do you have evidence to support your deduction? .................................................................... El Yes n No b if `Yes,' is the evidence written? ................................ ...... Yes No Paft'V, •''' Other Expenses. List below business expenses not included on lines 8.26 or line 30._ other expenses. Enter here and on page 1, line 27 ..................................................1 48 Schedule C (Form 1040) 2007 FD1Z0112 06115/07 SCHEDULE C (Form 1040) Department of the Treasury Internal Revenue Service I Name of proprietor ARRON G COHEN Profit or Loss From Business OMB No. 1545.0074 (Sole Proprietorship) 2007 ? Partnerships, joint ventures, etc, must file Form 1065 or 1065•B. Attachment ?Attach to Form 1040,1040NR, or 1041. ?See Instructions for Schedule C (Form 1040). Sequence No. 09 Social security number(SSN) A Principal business or profession, including product or service (see instructions) B Enter code from instructions ATTORNEY ?541100 C Business name. If no separate business name, leave blank. D Employer to number MN), if any AARON GRAY COHEN LAW OFFICE E Business address (including suite or room no.) ? 115 PINE STREET SUITE 100 City, town or post office. state. andZIPcode --------- " -------------------------------------- . HBG PA 17101 F Accounting method: (1) F X] (2) Accrual (3) Other (specify) ? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ G Did you 'materially participate' in the operation of this business during 2007? If 'No,' see instructions for limit on losses .... X?Yes No H If ou started or acquired this business during 2007, check here ......... Income 1 Gross receipts or sales. Caution. If this income was reported to you on Form W2 and the 'Statutory employee' box on that form was checked, see the instructions and check here ......... , .. 51,413. 2 Returns and allowances ................................................................................ 2 3 Subtract line 2 from line 1 .............................................................................. 3 51,413. 4 Cost of goods sold (from line 42 on page 2) .............................................................. 4 5 Gross profit. Subtract line 4 from line 3 .................................................................. 5 51,413. 6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) ....................................................................................... 6 861. 7 Gross income. Add lines 5 and 6 ...................................................................... 0. 7 52,274. P.ii r-0 Expenses. Enter ex enses for business use of our home only on line 30. 8 Advertising .................... 8 2,290. 18 Office expense ......................... 18 2,416. d t k 9 C 19 Pension and profit-sharing plans 19 ar an ruc expenses (see instructions) .............. 9 72. 20 Rent or lease (see instructions): 10 Commissions and fees ......... 10 a Vehicles, machinery, and equipment ..... 20a t l C b b Other business property ................. 20b 6,960. or 11 ontrac a (see instructions) .............. 11 21 Repairs and maintenance ............... 21 12 Depletion ..................... 12 22 Supplies (not included in Part III) ........ 22 13 Depreciation and section 23 Taxes and licenses ..................... 23 63. 179 expense deduction (not included in Part 111) 24 Travel, meals, and entertainment: (see instructions) .............. 13 a Travel ................................. 24a 14 Employee benefit programs b Deductible meals and entertainment (other than on line 19) ......... 14 (see instructions) ....................... 24b 15 Insurance (other than health) ... 15 6,952. 25 Utilities ................................ 25 16 Interest: 26 Wages (less employment credits) ........ 26 a Mortgage (paid to banks, etc) ........ 16a 27 Other ex enses (from line 48 on bother .......................... 16b 450. p page 2) ................................ 27 33,538. 17 Legal & professional services ... 17 1,165. 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ............. 28 53,906. 29 Tentative profit (loss). Subtract line 28 from line 7 ........................................................ 29 -1,632. 30 Expenses for business use of your home. Attach Form 8829 ............................................... 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Form 1040, line 12, and Schedule SE, line 2 or on Form 1040NR, line 13 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. ............... 31 -1,632. • If a loss, you must go to line 32. _ 32 If you have a loss, check the box that describes your investment in this activity (see instructions). • If you checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2, or on Form All investment is 32 a Xn at risk 1041 li 3 F i . , ne . orm ons). Estates and trusts, enter on 1040NR, line 13 (statutory employees, see instruct Some investment n 1 1 is not at risk. • If you checked 32b you must attach Form 6198. Your loss maX be limited. - 32b BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule C (Form 1040) 2007 FDIZOt12 06!15107 chedule C (Form 1040) 2007 ARRON G COHEN 179-62-7441 Page 2 Cost of Goods Sold (see instructions) 33 Method(s) used to value closing inventory: a Cost b Lower of cost or market c Other (attach explanation) 34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory? If 'Yes,' attach explanation ......................................................................................... n Yes F] No 35 Inventory at beginning of year. If different from last year's closing inventory, attach explanation ...................................................................................... 35 36 Purchases less cost of items withdrawn for personal use ............... _ _ .............................. 37 Cost of labor. Do not include any amounts paid to yourself ................................................. 38 Materials and supplies .................................................................................. 39 Other costs ............................................................................................ 40 Add lines 35 through 39 ................................................................................. 41 Inventory at end of year ................................................................................ 42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on page 1, line 4 ................ 1 42 1 Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562. 43 When did you place your vehicle in service for business purposes? (month, day, year) ?- _ - - _ - - _ - - _ . 44 Of the total number of miles you drove your vehicle during 2007, enter the number of miles you used your vehicle for: a Business - b Commuting (see instructions) - _ _ _ _ _ _ _ _ cOther 45 Do you (or your spouse) have another vehicle available for personal use? ............................................. F] Yes n No 46 Was your vehicle available for personal use during off-duty hours? .................................................... ? Yes [] No 47a Do you have evidence to support your deduction? ..................... _ _ .......................................... n Yes F] No b If 'Yes,' is the evidence written? .................................................................................... Yes No ?a1tN .. , _ Other E Venses. List below business expenses not included on lines 8.26 or line 30. COMPUTER EXPENSE --------------------------------------------------------- SEMINARS/EDUCATION ------------------------------------------ CELL PHONE-EXPENSE - _ _ _ POSTAGE --------------------------------------------------- LIBARY/SUBSCRIPTIONS ----------------------------------------- ----- ---------- CREDIT-CARD-FEES - ------------------------------------------- CLIENT-DISBURSEMENTS -------------------------------------------------------- SECRETARIAL-SERVICES - ---------------------------------------- See Line 48 Other Expenses 48 Total other expenses. Enter here and on page 1, line 27 ................................................. 806. 36. 2,024. 295. 1,294. 622. 142. 796. 27,523. 48 ( 33,538. Schedule C (Form 1040) 2007 FDIZ0112 06/15/07 Schedule E (Form 1040) 2007 Attachment Sequence No. 13 Page _2 Name(s) shown on return. Do not enter name and social security number it shown on Page I. Your social security number ARRON G COHEN & LISA M MATUKAITIS Caution: The IRS compares amounts reported on our tax return with amounts shown on Schedule s) K-1. Part ll` Income or Loss From Partnerships and S Corporations Note. If you report a loss from an at-risk activity for which any amount is not at risk, you must check the box in column (e) on line 28 and attach Form 6198. See instructions. 27 Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year unallowed loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? ..... [] Yes E No If you answered 'Yes,' see instructions before completing this section. 28 (a) Name (b) Enter P for partnership; S for S corporation ()Check if c foreign partnership d () Employer identification number (e) Check if any amount is not at risk A COHEN MATUKAITIS LLC P 20-8571861 B COHEN MATUKAITIS LLC P 20-8571861 C D Passive Income and Loss N o assi ve Income and Loss (1) Passive loss allowed (attach Form 8582 if required) (g) Passive income from Schedule K-1 (h) Nonpassive loss from Schedule K-1 (i) Section 179 expense rorm 4562n (j) Nonpassive Schedule 1 A 26,313. B 16,021. C D 29a Totals ............... 42,334. b Totals ............... 30 Add columns (g) and 0) of line 29a ........ . . .......................................... .................. 30 42,334. 31 Add columns (f), (h), and (i) of line 29b ...... .......................................... .................. 31 32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the result here and include in the total on line 41 below ............................................................... . ...... ..___ nk a 32 42, 334. Is rara:nr nwvnrv yr a.vsa ri?n? -BLOW,, anq 1 rU5Z5 33 If.% ni- A B Passive Income and Loss Non passive Income and Loss (c) Passive deduction or loss allowed (attach Form 8582 if required) (d) Passive income from Schedule K-1 (e) Deduction or loss from Schedule K-1 (t) Other income from Schedule K-1 A B 34a Totals ..................................... - b Totals ..................................... 35 Add columns (d) and (f) of line 34a ...................................................................... 35 36 Add columns (c) and (e) of line 34b ...................................................................... 36 37 Total estate and trust income or poss. Combine lines 35 and 36. Enter the result here and include in the total on fine 41 below ................................... . ................... 37 Part IV, Income or Loss From Real Estate Mortgage Investment Conduits REMICs - Residua l Holder 38 (a) Name (b) Employer identification number c) Excess inclusion rom Schedules Q, line 2c (see instructions) (d) Taxable income (net loss)) from Schedules Q, line 1 b (e) Income from Schedules Q, line 3b ju %,urnurne cuwmns to) ana tee only. Inter the result here and include in the total on line 41 below .. . ..........I 39 f 40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below ............................. 40 41 Total income orposs). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Form 1040, line 17, or Form 1040NR, line 18 ......................................................... ? 41 42,334. 42 Reconciliation of farming and fishing income. Enter your gross farming and fishing income reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 14, code 8; Schedule K-1 (Form I I20S), box 17, code T; and Schedule K-1 (Form 1041), line 14, code F (see instructions) , 43 Reconciliation for real estate professionals. If you were a real estate professional (see instructions), enter the net income or (loss) you reported anywhere on Form 1040 or Form 104ONR from all rental real estate activities in which you material) participated under the passive activity loss rules ......... 43 BAA FDIZ2302 06/11/07 Schedule E (Form 1040) 2007 SCHEDULE SE (Form 1040) Department of the Treasury Internal Revenue Service Self-Employment Tax Attach to Form 1040. ? See Instructions for Schedule SE (Form 1040). rvame or person with self employment income (as shown on Form 1040) G COHEN Who Must File Schedule SE Social security number of person with self-employment income OMB No. 15450074 2007 Attachment Sequence No. 17 You must file Schedule SE if: • You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or • You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious order is not church employee income (see instructions). Note. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either 'optional method' in Part II of Long Schedule SE (see instructions). Exception. If your only self-employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write 'Exempt - Form 4361' on Form 1040, line 58. May UI Use Short se this flowchart Schedule yo mSE or ust fine Schedule SE. .IIf unsure, a ee W o Must File Schedule SE, above. Did you receive wages or tips in 2007? No Are you a minister, member of a religious order, or Yes Christian Science practitioner who received IRS approval not to be taxed on earnings from these sources, but you owe self-employment tax on other earnings? No Are you using one of the optional methods to figure your Yes net earnings (see instructions)? No Did you receive church employee income reported on Form W-2 of $108.28 or more? No You may use Short Schedule SE below l Was the total of your wages and tips subject to social Yes security or railroad retirement tax plus your net earnings from self-employment more than $97,500? No Did you receive tips subject to social security or Medicare Yes tax that you did not report to your employer? INO Did you report any wages on Form 8919, Uncollected Yes Social Security and Medicare Tax on Wages? You must use Long Schedule SE on page 2 Section A - Short Schedule SE. caution. Read above to see if you can use Short Schedule SE. 1 Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A ................................................................................... 2 Net profit or (loss) from Schedule C, line 31; Schedule C-E2, line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); and Schedule K-1 (Form 1065.8), box 9, code J1. Ministers and members of religious orders, see instructions for amounts to report on this line. See instructions for other income to report ......... 3 Combine lines 1 and 2 .................... . 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not file this schedule; you do not owe self-employment tax ........................... . 5 Self-employment tax. If the amount on line 4 is: • $97,500 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 58. • More than $97,500, multiply line 4 by 2.9% (.029). Then, add $12,090 to the result. Enter the total here and on Form 1040, line 58. 6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5). Enter the result here and on Form 1040, line 27 .......... . .......... . . . . . . . ... I 6 BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. 2,033. 017.1 Schedule SE (Form 1040) 2007 2 14,389. 3 14,389. 13,288. FDIA1101 11/02/07 SCHEDULE SE (Form 1040) Department of the Treasury Internal Revenue Service Self-Employment Tax 11 Attach to Form 1040. ? See Instructions for Schedule SE OMB No. 1545.0074 2007 1040 Allachment Sequence No. 17 Name of person with self-employment income (as shown on Form 1040) Social security number of person LISA M MATUKAITIS with self-employment income 1, 1 Who Must File Schedule SE You must file Schedule SE if: • You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or • You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious order Is not church employee income (see instructions), Note. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either 'optional method' in Part II of Long Schedule SE (see instructions). Exception. If your only self-employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and you tiled Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write 'Exempt - Form 4361' on Form 1040, line 58. May 1 Use Short Schedule SE or Must I Use Long Schedule SE? Note. Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE, above. Did you receive wages or tips in 2007? No Yes IF IF Are you a minister, member of a religious order, or Yes Yes Christian Science practitioner who received IRS approval Was the total of your wages and tips subject to social not to be taxed on earnings from these sources, but you security or railroad retirement tax plus your net earnings owe self-employment tax on other earnings? from self-employment more than $97,500? No No Are you using one of the optional methods to figure your Yes Did you receive tips subject to social securit or Medicare Yes net earnings (see instructions)? tax that you did not report to your employer ?No No Did you receive church employee income reported on Yes No Did you report any wages on Form 8919, Uncollected Yes Form W-2 of $108.28 or more? Social Security and Medicare Tax on Wages? No You may use Short Schedule SE below I You must use Long Schedule SE on page 2 Section A - Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE. 1 Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A ......................................................................................... 1 2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code J1. Ministers and members of religious orders, see instructions for amounts to report on this line. See instructions for other income to report ......... 2 44,135. 3 Combine lines 1 and 2 .................................................................................. 3 44.135. 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not file this schedule; you do not owe self-employment tax ..................................................... 10. 4 40,759. 5 Self-employment tax. If the amount on line 4 is: _ • $97,500 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 58. • More than $97,500, multiply line 4 by 2.9% (.029), Then, add $12,090 to the result. Enter the 5 6,236. total here and on Form 1040, line 58. 6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5). Enter the result here and on Form 1040, line 27 ............................... 6 1 3,118.1 BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule SE (Form 1040) 2007 FDIA1101 11/02/07 Form 221 O Department of the Treasury Internal Revenue Service Name(s) shown on tax return Underpayment of Estimated Tax by Individuals, Estates, and Trusts ? See separate instructions. ? Attach to Form 1040,1040A,1040NR,1040NR-EZ, or 1041. G COHEN & LISA M MATUKAITIS OMB No. 15450140 2007 3chment 06 luence No. number Do You Have To File Form 2210? Complete lines 1 through 7 below. Is line 7 less than $1,000? Yes Do not file Form 2210. You do not owe a penalty. I No Complete lines 8 and 9 below. Is line 6 equal to or more than line 9? Yes You do not owe a penalty. Do not file Form 2210 (but if box E below applies, you must file page 1 of No Form 2210). You may owe a penalty. Does any box in Part tl below apply? Yes You must file Form 2210. Does box B, C, or D apply? No _ No Ye i You must figure your penalty. I Do not file Form 2210. You are not required to figure your penalty You are not required to figure your penalty because the because the IRS will figure it and send you a bill for any unpaid IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III or Part IV as a amount. If you want to figure it, you may use Part III or worksheet and enter your penalty amount on your tax return, but do not file Form 2210 Part IV as a worksheet and enter your penalty amount . on your tax return, but file only page 1 of Form 2210. Part.1 Re aired Annual Payment see instructions 1 Enter your 2007 tax after credits from Form 1040, line 57 (or comparable line of your return) ................. 1 0. 2 Other taxes, including self-employment tax (see instructions) .............................................. 2 8,269. 3 Refundable credits. Enter the total of your earned income credit, additional child tax credit, credit for federal tax paid on fuels, health coverage tax credit, and refundable credit for prior year minimum tax ......... 3 -634. 4 Current year tax. Combine lines 1, 2, and 3. If less than $1,000, you do not owe a penalty; do not file Form 2210 .... ........................................................................................ 4 7,635. 5 Multiply line 4 by 90% (.90) .................................................. ? 5 6,672. 6 Withholding taxes. Do not include estimated tax payments. (see instructions) ................................ 6 0. 7 Subtract line 6 from line 4. If less than $1,000, you do not owe a penalty; do not file Form 2210 .............. 7 7,635. 8 Maximum required annual payment based on prior year's tax (see instructions) .............................. 8 8,065. 9 Required annual payment. Enter the smaller of line 5 or line 8 ............................................. 9 6,872. Next, Is line 9 more than line 6? n No. You do not owe a penalty. Do not file Form 2210 unless box E below applies. II Yes. You may owe a penalty, but do not file Form 2210 unless one or more boxes in Part II below applies. • If box B, C, or D applies, you must figure your penalty and file Form 2210. • If only box A or E (or both) applies, file only page 1 of Form 2210. You are not required to figure your penalty; the IRS will figure it and send you a bill for any unpaid amount. If you want to figure your penalty, you may use Part III or IV as a worksheet and enter our penalty on your tax return, but file only page 1 of Form 2210. Part it Reasons for Filing. Check applicable boxes. If none apply, do not file Form 2210. A n You request a waiver (see instructions) of your entire penalty. You must check this box and file page 1 of Form 2210, but you are not required to figure your penalty. B F] You request a waiver (see instructions) of part of your penalty. You must figure your penalty and waiver amount and file Form 2210. c E] Your income varied during the year and your penalty is reduced or eliminated when figured using the annualized income installment method. You must figure the penalty using Schedule At and file Form 2210. D EJ Your penalty is lower when figured by treating the federal income tax withheld from your wages as paid on the dates it was actually withheld, instead of to equal amounts on the payment due dates. You must figure your penalty and file Form 2210. E [] You filed or are filing a joint return for either 2006 or 2007, but not for both must file page 1 of Form 2210, but you are not required to figure your pent BAA For Paperwork Reduction Act Notice, see separate instructions. and line 8 above is smaller than line 5 above. You ess box B, C, or D applies). Form 2210 (2007) FOIZO313 12114107 Form2210(2007) ARRON G COHEN & LISA M MATUKAITIS 179-62-7441 Paget Part 111! Short Method , TIP: You do not need to file Form 2210 unless you checked a box in Part 11 on page 1. You may use the short method If: • You made no estimated tax payments (or your only payments were withheld federal income tax), or • You paid the same amount of estimated tax on each of the four payment due dates. You must use the regular method (Part IV) instead of the short method if: • You made any estimated tax payments late, • You checked box C or D in Part II, or • You are filing Form 104ONR or 1040NR-EZ and you did not receive wages as an employee subject to U.S. income tax withholding. Note: If any payment was made earlier than the due date, you may use the short method, but using it may cause you to pay a larger penalty than the regular method. If the payment was only a few days early, the difference is likely to be small. 10 Enter the amount from Form 2210, line 9 ................................................................. 10 6,872. 11 Enter the amount, if any, from Form 2210, line 6 .............................. 11 0. 12 Enter the total amount, if any, of estimated tax payments you made . . ........... 12 13 Add lines 11 and 12 .................................................................................... 13 0. 14 Total underpayment for year. Subtract line 13 from line 10. If zero or less, stop here; you do not owe the penalty. Do not file Form 2210 unless you checked box E on page 1 ................................... 14 6 872 . 15 Multiply line 14 by .05057 .............. . ................................................................ 15 348. 16 • If the amount on line 14 was paid on or after 4/15/08, enter -0-. • If the amount on line 14 was paid before 4115/08, make the following computation to find the amount to enter on line 16. Amount on Number of days paid line 14 x before 4/15/08 x .00019 ......................... 16 0. 17 Penalty. Subtract line 16 from line 15. Enter the result here and on Form 1040, line 77; Form 1040A, line 47; Form 1040NR, line 75; Form 1040NR-EZ, line 26; or Form 1041, line 26 .............................................................................................. ? 17 348. Form 2210 (2007) FDIZ0313 12114107 Form 2210 (2007) ARRON G COHEN & LISA M MATUKAITIS Page 3 Part k1/ Regular Method (See the instructions if you are filina Form 1040NR or 104nNR.F7 Section A - Fi ure Y U d Payment Due Dates g our n erpayment 18 Required installments. If box C in Part II applies, enter the amounts from Schedule Al, line 25. Otherwise, enter 25% (.25) of line 9, Form 2210, in each column ..................................... 19 Estimated t id 8 ta) 4/15/07 (b) 6/15/07 (c) 9115/07 (d) 1/15/08 ax pa and tax withheld (see instruc- tions). For column (a) only, also enter the amount from line 19 on line 23. If line 19 is equal to or more than line 18 for all payment periods, stop here; you do not owe a penalty. Do not file Form 2210 unless you checked a box in Part 11 ......................... C l t li 9 omp e e nes 20 through 26 of one column before going to line 20 of the next column. 20 Enter the amount, if any, from line 26 in the previous column .................................... 20 21 Add lines 19 and 20 ................................. 21 22 Add the amounts on lines 24 & 25 in previous column . 22 23 Subtract line 22 from line 21. If zero or less, enter -0-. For column (a) only, enter the amount from line 19 .... 23 24 It line 23 is zero, subtract line 21 from line 22. Otherwise, enter-0- .............. 25 U d n erpayment. If line 18 is equal to or more than line 23, subtract line 23 from line 18. Then go to line 20 of the next column. Otherwise, go to line 26 .. 26 O 25 verpayment. If line 23 is more than line 18, subtract line 18 from line 23. Then go to line 20 of the next column .................................. 26 aecuon ti - t IgUre the Penalty (Complete lines 27 through 30 of one column before going to the next column.) A 4/15/07 6/15/07 9/15/07 T E April 16, 2007 - December 31, 2007 Days: Days: Days P 27 Number of days from the date shown above line E 27 to the date the amount on line 25 was paid R or 12/31/07, whichever is earlier .................. 27 0 28 Underpayment Number of on line 25 x days on line 27 x 08 1 ? (see instructions) 365 28 $ $ $ A 12/31/07 12/31/07 12/31/07 1115/08 T E January 1, 2008 - April 15, 2008 Days: Days: Days: Days., P 29 Number of days from the date shown above line E 29 to the date the amount on line 25 was paid R or 4/15/08, whichever is earlier ............. . ..... 29 0 30 Underpayment Number of on line 25 x days on line 29 x 07 2 (see instructions) 366 ? 30 $ $ $ $ 31 Penalty. Add all amounts on lines 28 and 30 in all columns. Enter the total here and on Form 1040, line 77; Form 1040A , line 47; Form 1040NR, line 75; Form 1040NR-EZ line 26; or , Form 1041, line 26, but do not file Form 2210 unless you checked a box in Part 11 ....................................... 31 $ Form 2210 (2007) FDIZ0313 12/14/07 Form 2441 Child and Dependent Care Expenses ? Attach to Form 1040 or Form 1040NR. Department of the Treasury Internal Revenue Service (99) ? See separate instructions. OMB No. 15450074 2007 Attachment 21 Seouence No. Name(s) shown on return ARRON G COHEN & LISA M MATUKAIT Your social security number Beforeyoubegin: Figure the amount of any foreign tax credit you are claiming on Form 1040, line 51, or Form 104ONR, line 46. Ra Persons or Organizations Who Provided the Care - You must complete this part. (If you have more than two care providers, see the instructions.) 1 (a) Care provider's name (b) Address (no., street, apt no., city, state, and ZIP code) (c) Identifyingg no. (SSN or EIN) (d) Amount paid (see instructions) JEWISH FEDERATION OF GREATER HBG 3301 N FRONT ST ---------------------- HBG PA 17110 23-1352338 8,090. Did you receive No ? Complete only Part II below. dependent care benefits? Yes ? Complete Part III on page 2 next. Caution. If the care was provided in your home, you may owe employment taxes. See the instructions for Form 1040, line 62, or Form 1040NR, line 57. Credit for Child and Dependent Care Expenses 2 Information about your qualifying person(s). If you have more than two qualifying persons see the instructions. (a) Qualifying person's name . (b) Qualifying person's social (c) Qualified security number expenses you incurred and paid in 2007 for the person First last listed in column (a) ETHAN COHEN 2 650. BENNETT COHEN 5,440. 3 Add the amounts in column (c) of line 2. Do not enter more than $3,000 for one qualifying person or $6,000 for two or more persons. If you completed Part III, enter the amount from line 35 ............................ 3 6,000. 4 Enter your earned income. See instructions ... . ....................... . .................................. 4 13, 372. 5 If married filing jointly, enter your spouse's earned income (if your spouse was a student or was disabled, see the instructions); all others, enter the amount from line 4 .............................. 5 41,017. 6 Enter the smallest of line 3, 4, or 5 ...................................................................... 6 6,000. 7 Enter the amount from Form 1040, line 38, or Form 1040NR, line 36 .. , ......... 7 I 46,632. 8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7 If line 7 is: It line 7 is: But not Decimal But not Decimal Over over amount is Over over amount is $0- 15,000 .35 $29,000- 31,000 .27 15,000- 17,000 .34 31,000- 33,000 .26 17,000- 19,000 .33 33,000- 35,000 .25 19,000 - 21,000 .32 35 24 000- 37 000 8 0.2 0 . , , 21,000- 23,000 .31 37,000- 39,000 .23 23,000- 25,000 .30 39,000- 41,000 .22 25,000- 27,000 .29 41,000- 43,000 .21 27,000- 29,000 .28 43,000- No limit .20 9 Multiply line 6 by the decimal amount on line 8. If you paid 2006 expenses in 2007, see the instructions ....... 9 1,200. 10 Enter the amount from Form 1040, line 46, or Form 1040NR, line 43 ... ...I 10 24566- __ 11 Enter the amount from Form 1040, line 51, or Form 1040NR, line 46 ............ 11 12 Subtract line 11 from line 10. It zero or less, stop. You cannot take the credit ............................... 12 2,566. 13 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 12 here and on Form 1040, line 47 or Form 1040NR, line 44 .................................................. 13 1,200. BAA For Paperwork Reduction Act Notice, see separate instructions. Form 2441 (2007) FDIA3212 12/21107 Form 2441 (2007) ARRON G COHEN & LISA M MATUKAITIS 179-62-7441 Page2 PaWI Dependent Care Benefits 14 Enter the total amount of dependent care benefits you received in 2007. Amounts you received as an employee should be shown in box 10 of your Form(s) W-2. Do not include amounts reported as wages in box 1 of Form(s) W-2, if you were self-employed or a partner, include amounts you received under a dependent care assistance program from your sole proprietorship or partnership ............................ 14 15 Enter the amount, if any, you carried over from 2006 and used in 2007 during the grace period. See instructions ........................................................................................ 15 16 Enter the amount, if any, you forfeited or carried forward to 2008. See instructions .......................... r16 17 Combine lines 14 through 16. See instructions ............................................................ 17 18 Enter the total amount of qualified expenses incurred in 2007 for the care of the qualifying person(s) ..................................................... 18 19 Enter the smaller of line 17 or 18 ............................. . ............. . 19 20 Enter your earned income. See instructions ................................... 20 .;;... 21 Enter the amount shown below that applies to you. • If married filing jointly, enter your spouse's earned income (if your spouse was a student or was disabled, see the instructions for line 5). • If married filing separately, see the instructions for the amount to enter. • All others, enter the amount from line 20. 21 22 Enter the smallest of line 19, 20, or 21 ......... .................... 22 23 Enter the amount from line 14 that you received from your sole proprietorship or p artner ship. If you did not receive any such amounts, enter-0... ........................................ ..... ...................... 23 24 Subtract line 23 from line 17 ............................................ -.. ] 24 1 25 Enter $5,000 ($2,500 if married filing separately and you were required to enter your spouse's earned income on line 21) ..................................................................................... 25 26 Deductible benefits. Enter the smallest of line 22, 23, or 25. Also, include this amount on the appropriate line(s) of your return. See instructions ................................................................... 26 27 Enter the smaller of line 22 or 25 ......... . .................................. 27 28 Enter the amount from line 26 ............................................... 28 29 Excluded benefits. Subtract line 28 from line 27. If zero or less, enter -0.................................... 29 30 Taxable benefits. Subtract line 29 from line 24. If zero or less, enter -0-. Also, include this amount on Form I 1040, line 7, or Form 1040NR, line 8. On the dotted line next to Form 1040, line 7, or Form 1040NR, line 8, enter'DCB ............................................................................................ 0 To claim the child and dependent care credit, complete lines 31 - 35 below. 31 Enter $3,000 ($6,000 if two or more qualifying persons) ................................................... 32 Add lines 26 and 29 .................................................................................... 33 Subtract line 32 from line 31. If zero or less, stop. You cannot take the credit, Exception. If you paid 2006 expenses in 2007, see the instructions for line 9 .......................................................... 34 Complete line 2 on page 1 of this form. Do not include in column (c) any benefits shown on line 32 above. Then, add the amounts in column (c) and enter the total here .............................................. 35 Enter the smaller of line 33 or 34. Also, enter this amount on line 3 on page 1 of this form and complete lines 4 - 13 ................................................................................... Form 2441 (2007) FDIA3212 12121107 Form 8812 I Additional Child Tax Credit IInternaI Revenue Srice Treasury L Complete and attach to Form 1040, Form 1040A, or Form 1040NR. Name(s) shown on return & LISA M S OMB No. 1545-9074 2007 Attachment Sequence No. 47 Your social security number 1 Enter the amount from line 1 of your Child Tax Credit Worksheet in the Form 1040, Form 1040A or Form 104ONR instructions. If you used Publication 972, enter the amount from line 8 of the worksheet on page 4 of the publication ...................................... 1 2 Enter the amount from Form 1040, line 52, Form 1040A, line 32, or Form 1040NR, line 47 ................... 1 2 3 Subtract line 2 from line 1. If zero, stop; you cannot take this credit ....... . ... . ............................ 3 4a Enter your total earned income (see instructions) ................... . .......... 4a 54,389. "; b Nontaxable combat pay (see instructions) ......... I 01 5 Is the amount on line 4a more than $11,750? X 8 No. Leave line 5 blank and enter -0- on line 6. Yes. Subtract $11,750 from the amount on line 4a. Enter the result.......... 5 42, 639. 6 Multiply the amount online 5 by 150/6 ( 15) ad t th 4. en er a result ............................................ 6 6,396. Next. Do you have three or more qualifying children? ; X No. If line 6 is zero, stop; you cannot take this credit. Otherwise, skip Part Il and enter the smaller of line 3 or line 6 on line 13. ?:.:; ... Yes. If line 6 is equal to or more than line 3, skip Part II and enter the amount from line 3 on line 13. Otherwise, go to line 7. P"a1~h 1? `'. Certain Filers Who Have Three or More Qualifvina Children 7 Withheld social security and Medicare taxes from Form(s) W-2, boxes 4 and 6. If married filing jointly, include your spouse's amounts with yours. If you worked for a railroad, see the instructions ........................................... 8 1040 filers: Enter the total of the amounts from Form 1040, lines 27 and 59, plus any taxes that you identified using code 'UT' and entered on the dotted line next to line 63. 1040A filers: Enter -0-. 1040NR filers: Enter the total of the amounts from Form 1040NR, line 54, plus any taxes that you identified using code 'UT' and entered on the dotted line next to line 58. 9 Add lines 7 and 8 ........................................................... 10 1040 filers: Enter the total of the amounts from Form 1040, lines 66a and 67. 1040A filers: Enter the total of the amount from Form 1040A, line 40a, plus any excess social security and tier 1 RRTA taxes withheld that you entered to the left of line 42 (see instructions). 104ONR filers: Enter the amount from Form 1040NR, line 61. 11 Subtract line 10 from line 9. If zero or less, enter -0- ....... . ...................... . ....................... 1 11 12 Enter the larger of line 6 or line 11 ...................................................................... 12 Next, enter the smaller of line 3 or line 12 on line 13. 13 This is your additional child tax credit ...................... ...................... ....... ................ I 13 I 63 Enter this amount on Form 1040, line 68, or Form 1040A, line 41, or Form 1040NR, line 62. 2,00 1.36 SAA For Paperwork Reduction Act Notice, see instructions. FDIA3001 11109/07 Form 8812 (2007) Form 1040 Child Tax Credit Worksheet 2007 Line 52 ? Keep for your records. Name as shown on Return Social Security Number ARRON G COHEN & LISA M MATUKAITIS Before you begin: ? Figure the amount of any retirement savings contributions credit you are claiming on Form 1040 line 53 Form Caution! 1 Number of qualifying children: 2 x 1,000. Enter the result 2 Enter the amount from Form 1040 line 38; Form 1040A , , line 22; or Form 1040NR, line 36 ........................... ... 2 46,632. 3 1040 filers: Enter the total of any - • Exclusion of income from Puerto Rico, and • Amounts from Form 2555, lines 45 and 50; .. Form 2555-EZ, line 18; and Form 4563, line 15. ... 3 0. 1040A and 1040HR filers: Enter -0-. - 4 Add lines 2 and 3. Enter the total .......................... 4 46,632. 5 Enter the amount shown below for your filing status. • Married filing jointly - $110,000 • Single, head of household, or qualifying .. ... 5 110,000. widow(er) - $75,000 • Married filing separately - $55,000 6 Is the amount on line 4 more than the amount on line 5? X? No. Leave line 6 blank. Enter -0- on line 7. Yes. Subtract line 5 from line 4 ........................ ... 6 If the result is not a multiple of $1,000, increase it to the next multiple of $1,000. For example, increase $425 to $1,000, increase $1,025 to $2,000, etc. 7 Multiply the amount on line 6 by 5% (.05). Enter the result ................................. . 8 Is the amount on line 1 more than the amount on line 7? 1 2,000. 0. You cannot take the child tax credit on Form 1040, line 52; Form 1040A, line No. 32: or Form 1040NR, line 47. You also cannot take the additional child tax credit on Form 1040, line 68; Form 1040A, line 41; or Form 1040NR, line 62. Complete the rest of your Form 1040, 1040A, or Form 1040NR. n Yes. Subtract line 7 from line 1. Enter the result. Go to Part 2 ............ ......... .. 8 2,000. 9 Enter the amount from Form 1040, line 46, Form 1040A, line 28, or Form 1040NR, line 43 .... 9 2,566. 10 Add the amounts from - Form 1040 or Form 1040A or Form 104ONR Line 47 Line 29 Line 44 1,200. Line 48 Line 30 ... + Line 49 Line 31 ... + Line 50" ... Line 45" + Line 51 ... Line 46 + Line 53 Line 33 Line 48 + Enter the total 10 1,200. "Include only the amount, if any, from Form 5695, line 15. 11 Are you claiming any of the following credits? • Residential energy efficient property credit, Form 5695, Part It • Adoption credit, Form 8839. • Mortgage interest credit, Form 8396 • District of Columbia first-time homebuyer credit, Form 8859 Xrl No. Enter the amount from line 10. + ? .......... 11 1,200. ® Yes. Complete the Line 11 Worksheet to figure the amount to enter here. 12 Subtract line 11 from line 9. Enter the result ............................................... 12 1,366. 13 Is the amount on line 8 of this worksheet more than the amount on line 12? No. Enter the amount from line 8. Xv Yes. Enter the amount from line 12. See the This is your child tax credit ........ 13 1,366. TIP below. - Enter this amount on TIP: You may be able to take the additional child tax credit on Form 1040 line 68; Form 1040, line 52; , Form 1040A, line 41; or Form 1040NR, line 62 only if you answered 'Yes' on line 13. Form 1040A, line 32; • First, complete your Form 1040 through line 67, Form 1040A through line 40a, or or Form 1040NR, line 47. Form 1040NR through line 61. • Then, use Form 8812 to figure any additional child tax credit _ FDIA2212 01111108 1040A, line 33, or Form 1040NR, line 48. • To be a qualifying child for the child tax credit, the child must be under age 17 at the end of 2007 and meet the other requirements listed below. Child Tax Credit (2007) Line 11 Worksheet Page 2 ARRON G COHEN & LISA M MATUKAITIS _ Before you begin: ? Complete the Earned Income Worksheet that applies to you. Caution! Use this worksheet only if you answered 'Yes' on line 11 of the Child Tax Credit Worksheet. 1 Enter the amount from line 8 of the Child Tax Credit Worksheet ............................................ 1 2 Enter your earned income from the Earned Income Worksheet that applies to you ............ 2 3 Is the amount on line 2 more than $11,750? A No. Leave line 3 blank, enter -0- on line 4, and go to line 5. Yes. Subtract $11,750 from the amount on line 2. Enter the result ....................... 3 4 Multiply the amount on line 3 by 15% (.15) and enter the result .......................... .... .. . . 5 Is the amount on line 1 of the Child Tax Credit Worksheet $3,000 or more? No. If line 4 above is 7 • Zero, enter the amount from line 1 above on line 12 of this worksheet.. Do not complete the rest of this worksheet. Instead, go back to the Child Tax Credit Worksheet and do the following. Enter the amount from line 10 on line 11, and complete lines 12 and 13. • More than zero, leave lines 6 through 9 blank, enter -0- on line 10, and go to line 11. Yes. If line 4 above is equal to or more than line 1 above, leave lines 6 through 9 blank, enter -0- on line 10, and go to line 11. Otherwise, see 1040 filers, 1040A filers, and 104ONR filers below and then go to line 6. If married filing jointly, include your spouse's amounts with yours when completing lines 6 and 7. Enter the total of the following amounts from Form(s) W-2: • Social security taxes from box 4, and • Medicare taxes from box 6 ............................................................. 6 Railroad employees, see below. 1040 filers: Enter the total of any - • Amounts from Form 1040, lines 27, and 59, and • Uncollected social security and Medicare or tier 1 RRTA taxes ............... 7 shown in box 12 of your Form(s) W-2 with codes A, B, M, and N. 1040A filers: Enter -0-. 104ONR filers: Enter the total of any - • Amount from Form 104ONR, line 54, and _ • Uncollected social security and Medicare or tier 1 RRTA taxes shown in box 12 of your Form(s) W-2 with codes A, B, M, and N. 8 Add lines 6 and 7. Enter the total ......................................................... 9 1040 filers: Enter the total of the amounts from Form 1040, lines 66a and 67. 1040A filers: Enter the total of any - • Amount from Form 1040A, line 40a, and ....... 9 • Excess social security and tier 1 RRTA taxes withheld that you entered to the left of Form 1040A, line 42. 104ONR filers. Enter the amount from Form 104ONR, line 61. 10 Subtract line 9 from line 8. If the result is zero or less, enter -0-. Go to line 11 ................... . .......... 10 11 Enter the larger of line 4 or line 10 ...................................................................... 11 12 Is the amount on line 11 of this worksheet more than the amount on line 1? 8 No. Subtract line 11 from line 1. Enter the result I ........................................ 12 Yes. Enter -0-. _ Next, figure the amount of any of the following credits that you are claiming. • Residential energy efficient property credit, Form 5695, Part II • Adoption credit, Form 8839. • Mortgage interest credit, Form 8396 • District of Columbia first-time homebuyer credit, Form 8859 Then, go to line 13. 13 Enter the total of the amounts from - • Form 5695, line 33, and • Form 8839, line 18, and 13 • Form 8396, line 11, and • Form 8859, line 11. 14 Enter the amount from line 10 of the Child Tax Credit Worksheet ........................................... 14 15 Add lines 13 and 14. Enter the total ..................................................................... 15 1040 filers. Complete lines 59, 66a, and 67 of your return if they apply to you. Enter this amount on 1040A filers. Complete line 40a of your return if it applies to you. If you, or your spouse if filing jointly, had line 11 of the Child more than one employer for 2007 and total wages of over $97,500, figure any excess social security and Tax Credit Worksheet. railroad retirement (RRTA) taxes withheld. See the instructions for Form 1040A, line 42. 1040NR filers. Complete lines 54 and 61 of your return if they apply to you. Railroad employees. Include the following taxes in the total on line 6 of the Line 11 Worksheet. ? Tier 1 tax withheld from your pay. This tax should be shown in box 14 of your Form(s) W-2 and identified as 'Tier 1 tax.' ? If you were an employee representative, 50% of the total Tier 1 tax and Tier 1 Medicare tax you paid for 2007. 4 FDIA2212 01111/08 Form 1040 Student Loan Interest Deduction Worksheet 2007 Line 33 ? Keep for your records Name(s) Shown on Return Social Security Number ARRON G COHEN & LISA M MATUKAITIS 1 Enter the total interest you paid in 2007 on qualified student loans .............. (see Form 1040 instructions). 2 Enter the smaller of line 1 or $2,500 ................ . 3 Modified AGI ................. ............................ Note: If line 3 is $70,000 or more if single, head of household, or qualifying widow(er) or $140,000 or more if married filing jointly, stop here. You cannot take the deduction. 4 Enter: $55,000 if single, head of household, or qualifying widow(er); $110,000 if married filing jointly ................................... . 5 Subtract line 4 from line 3. If zero or less, enter •0- here and on line 7, skip line 6, and go on to line 8 ............ . . . ......................................... 6 Divide line 5 by $15,000 or $30,000 if married filing jointly. Enter the result as a decimal (rounded to at least three places) ................. 7 Multiply line 2 by line 6 ................. 8 Student loan interest deduction. Subtract line 7 from line 2. Enter the result here and on Form 1040, line 33. Do not include this amount in figuring any other deduction on your return (such as on Schedule A, C, E, etc.) ............. 1 156. 2 156. 3 46,788. 4 110,000. 5 0. 6 7 0. 8 156. * Modified AGI is the amount from Form 1040, line 22, increased by any excludable income from Puerto Rico, or of bona fide residents of American Samoa, Guam, or the Commonwealth of the Northern Mariana Islands, and foreign earned income/housing exclusion, and decreased by amounts on Form 1040, lines 23 through 32, and any write-in amount next to line 36, not including the Foreign housing deduction on line A of the Other Adjustments to Income Smart Worksheet. Form 1040 Self-Employed Health and Long-Term Care 2007 Line 29 Insurance Deduction Worksheet ' Keep for your records Name(s) Shown on Return Social Security Number LISA M MATUKAITIS Name of the trade or business this worksheet is attached to .......... COHEN MATUKAITIS LLC A Health insurance and long-term care insurance premiums: 1 Enter total payments made during the year for health insurance coverage for you, your spouse, and your dependents (for this trade or business only). ....... Al 3,800. Enter the total premiums paid during the year for each person covered under a qualified long-term care insurance contract: 2 Taxpayer's gross long-term care premiums ................ 2 3 Taxpayer's allowable long-term care premiums ........... 3 4 Spouse's gross long-term care premiums ................. 4 5 Spouse's allowable long-term care premiums .... . ........ 5 6 Dependent gross long-term care premiums . ...... . ........ 6 7 Dependent allowable long-term care prem. (see help) .... 7 8 Total allowable long-term care premiums, sum of lines A3, A5, and A7 ......... A8 9 Total self-employed health and allowed long-term care insurance premiums, sum of lines Al and A8 .............. . ................................ A9 3,800. B Total from the Keogh, SEP and SIMPLE Contribution Worksheet for the owner of this trade or business ................................................ . Enter the amount, if any, attributable to this trade or business only............ B C Total from Form 2555, line 45 for the owner of this trade or business. (Foreign Income) ................................................................ Enter the amount, if any, attributable to this trade or business ................. C 1 Total payments made during the year.. . ....................................... . 1 3,800. 2 Enter the net profit and any other earned income from the trade or business under which the insurance plan is established .................................. 2 26,313. 3 Enter the total of net profits from: line 31, Schedule C (Form 1040); line 36, Schedule F (Form 1040); or box 14, Code A, Schedule K-1 (Form 1065); plus any other income allocable to a profitable business ....................... 3 60,156. 4 Divide the amount on line 2 by the amount on line 3 ........................... 4 0.44 5 Multiply the amount on Form 1040, line 27 (one-half of self-employment tax), by the percentage on line 4 (Not applicable for Form 1040NR) ................. 5 1,819. 6 Subtract the amount on line 5 from the amount on line 2 ....................... 6 24,494. 7 Enter the amount, if any, from Form 1040, line 28 (SEP, SIMPLE, qual. plans), attributable to the same trade or business in which the health insurance plan is established ............................................................... 7 8 Enter the amount from Form 2555, line 45, attributable to the amount entered on line 2 ................................................................ 8 9 Subtract the amounts on lines 7 and 8, if any, from the amount on line 6...... 9 24,494. 10 Compare the amounts on lines 1 and 9 above. Enter the smaller of the two amounts here and on Form 1040, line 29 (1040NR, line 28) .................... 10 3,800. Allocation of SE Health and Long-Term Care Premiums on Line 10 SE health insurance premium allowed as adjustment .......................... 3,800. SE long-term care premium allowed as adjustment - Taxpayer ................ 0. SE long-term care premium allowed as adjustment - Spouse .................. 0. SE long-term care premium allowed as adjustment - Dependents .............. 0. Earned income includes net earnings and gains from the sale, transfer, or licensing of property you created. It does not include capital gain income. Form 1040 Self-Employed Health and Long-Term Care 2007 Line 29 Insurance Deduction Worksheet Keep for your records Name(s) Shown on Return ARRON G COHEN Social Security Number Name of the trade or business this worksheet is attached to .......... COHEN MATUKAITIS LLC A Health insurance and long-term care insurance premiums: 1 Enter total payments made during the year for health insurance coverage for you, your spouse, and your dependents (for this trade or business only). ....... Al 3,801. Enter the total premiums paid during the year for each person covered under a qualified long-term care insurance contract: 2 Taxpayer's gross long-term care premiums... . ....... ... . . 2 3 Taxpayer's allowable long-term care premiums ........... 3 4 Spouse's gross long-term care premiums ................. 4 5 Spouse's allowable long-term care premiums ............. 5 6 Dependent gross long-term care premiums ................ 6 7 Dependent allowable long-term care prem. (see help) .... 7 8 Total allowable long-term care premiums, sum of lines A3, A5, and A7 ......... A8 9 Total self-employed health and allowed long-term care insurance premiums, sum of lines Al and A8 ....... .................................... A9 3,801. B Total from the Keogh, SEP and SIMPLE Contribution Worksheet for the owner of this trade or business ................................................. Enter the amount, if any, attributable to this trade or business only............ B C Total from Form 2555, line 45 for the owner of this trade or business. (Foreign Income) ................................................................ Enter the amount, if any, attributable to this trade or business ................. c 1 Total payments made during the year ........................................... 1 3,801. 2 Enter the net profit and any other earned income from the trade or business under which the insurance plan is established .................................. 2 16,021. 3 Enter the total of net profits from: line 31, Schedule C (Form 1040); line 36, Schedule F (Form 1040); or box 14, Code A, Schedule K-1 (Form 1065); plus any other income allocable to a profitable business ....................... 3 60,156. 4 Divide the amount on line 2 by the amount on line 3 ........................... 4 0.27 5 Multiply the amount on Form 1040, line 27 (one-half of self-employment tax), by the percentage on line 4 (Not applicable for Form 1040NR) ................. 5 1,116. 6 Subtract the amount on line 5 from the amount on line 2 ....................... 6 14,905. 7 Enter the amount, if any, from Form 1040, line 28 (SEP, SIMPLE, qual, plans), attributable to the same trade or business in which the health insurance plan is established .............................................................. 7 8 Enter the amount from Form 2555, line 45, attributable to the amount entered on line 2 ................................................................ 8 9 Subtract the amounts on lines 7 and 8, if any, from the amount on line 6...... 9 14,905. 10 Compare the amounts on lines 1 and 9 above. Enter the smaller of the two amounts here and on Form 1040, line 29 (1040NR, line 28) .................... 10 3,801. Allocation of SE Health and Long-Term Care Premiums on Line 10 SE health insurance premium allowed as adjustment .......................... 3,801. SE long-term care premium allowed as adjustment - Taxpayer ................ 0. SE long-term care premium allowed as adjustment - Spouse .................. 0. SE long-term care premium allowed as adjustment - Dependents .............. 0.. Earned income includes net earnings and gains from the sale, transfer, or licensing of property you created. It does not include capital gain income. ARRON G COHEN & LISA M MATUKAITIS 179.62-7441 1 Schedule C - ATTORNEY Line 48 Other Expenses SUBCONTRACT LABOR MISCELLANEOUS EXPENSE - 29,370. 114 LAW CLERK 555. MEMBERSHIP/PROFESSIONAL DUES 555. OFFICE SUPPLIES 1,892. TELEPHONE EXPENSE 4866. 9 6. Total 27,523. Lisa Matukaitis From: aarongraycohen@netzero.net Sent: Friday, January 18, 2008 2:35 PM To: Imcohenlaw@verizon.net; lmatukahiscohen@comcast.net Subject: Divorce Dear Lisa, 1 have come to a decision last night because do not want to fight anymore. I have not told my attorney this. I spoke to the attorney yesterday, and he told me what I was entitled to and what you were entitled to and he told me I was -ntitled to more than I thought. have also been speaking to Jenny and Phillip. They love you and the kids. All I want is for you to have a thriving firm, the boys to be happy, and me to make my own way. Therefore besides for the physical assets in the house and my paintings in the office we have already essentially agreed to, 1 am not asking for you to give to me ANY proceeds from any contingency cases except what you believe is fair, whether it be 0% to 50%. I will sign the divorce this way and the property agreement will not mention any proceeds from the -ases and therefore you will not owe me a thing from as far as the law is concerned, and Will not fight you in mediation, :ourt, etc. There will be nothing in any filed document, regarding division of business assets in any way regarding the -ruits of the business. I will sign away my rights to them, I know my attorney is going to call me a fool, and says I can ;xtricate myself from the cases, but I have made up my mind to not exercises any of my marital rights to any of our cases noney made from the firm or engage in any sort of legal proceeding with you. r1y attorney and I agreed that you would most likely stipulate to the custody agreement that we already have. He will vrite it up and you can sign it and he will file it all at my expense. Then he can cancel the conciliatory meeting. do not want any of the cases at all and a I ask that you please take them back from me should any client decide to go vith me, and I would ask that my appearances be removed from any case in any agency or court with your blessing. I do understand that legally and professionally we will both be responsible for any cases that came in up to and until the day I eft, and am not asking you to sign a waiver or a statement of responsibility, I only want a letter from you that says that ,ou have agreed to take the cases from me. This is because working on any cases gives me three disadvantages which :ould affect both of our licenses and liability: 1) I have nowhere to work 2) I have been out of the office for 6 weeks you lave been working on them 3) I want to start over clean and for my starting over and being myself this is what my 'sychologist recommended, and 4) More cases means more money from you. Furthermore, the reason I started the firm :)r you was to prove to you that I was not lazy and stupid and unmotivated which is the way I think you felt about me. 'ou are the best employment attorney in Harrisburg, you have a plumb location, and we need to be free from each other. ' my attorney tells you otherwise about any of the above, please present him with this email. think that this would be the best for the kids and I do not want to fight anymore and I want the four of us to be a inctional family even though my chapter and yours are over. am sorry for the mean things I said and wrote to you. I am sorry that our "deal" fell through but I decided it would make [is process slower and more painful and honestly didn't think it would last for very long. will be fine and productive and so will you. I understand how hard it is for you right now, and making a clean .paration and not wasting energy fighting with me will allow you to thrive. We will both be fine. /30(2008 If you agree to this, please let me know asap so I don't have to get a business attorney to sort out who gets what cases and how to extricate myself from them, the status of the LLC, etc., as my attorney told me to do. He did tell me that I need to have at least a consultation with a business attorney to make sure that this is done properly should you not agree. I will pay for this but you are welcome to come if the attorney allows it. You need to fight, go fight bullies, get paid for it, and don't let me stand in your way. I will only take from the cases, if anything, what you think is fair. In the meantime the support from my dad will continue until it comes from me. 1 was thinking I could come down two afternoons a week to pick up the boys which would allow you to utilize Tonia better so you could get more work done, and we could work out as system with the for all pick-ups and drop-offs. Please trust that I have made peace with us and I do not hate you, and if I am not smiley or seem grumpy it is because I feel awkward. Much love and respect, aaron 1 don't mean to be crass or rude, but could you give me $500.00 whatever you can afford or have it subtracted from my lad's next check if possible? If no, that's fine, no problem, I don't know your finances. Just a favor, I'm just tired of having to ask my dad for anything extra like a beer or cup of coffee, etc., and I'm down to $4. If not, no problem, forget I rsked, it's cool. 'lick now for the latest quotes on a boa loan! Jo virus found in this incoming message. ?hecked by AVG Free Edition. Jersion: 7.5.516 / Vitus Database: 269.19.7/1232 - Release Date: 1/18/2008 7:32 PM /In i1)nnu MIATU KAITI S LAW LLC LISA MATUKAITIS, ESQ.• LM R MATLAWLLC.COM Via Regular Mail Re: Representation Dear January 14, 2008 1 1 5 PINE STREET SUITE 100 HARRISBURG. PENNSYLVANIA 17101 P717-623-6460 i 1717-FI23-6499 WWW.MATLAWLLC.COM ADMITTED TO PRACTICE IN PA s CT Lisa Matukaitis, Esq. Imcohenlaw,myerizon net I hope you and your family had a wonderful holiday. I am writing to inform you of some changes to our law firm. Attorney Aaron Cohen has voluntarily dissociated from COHEN MATUKAITIS LLC, and the firm's name is in the process of being changed to MATUKAITIS LAW LLC. You can continue to be represented for your case by Lisa Matukaitis and MATUKAITIS LAW LLC and we will honor your existing retainer agreement. You can choose to be represented by Aaron Cohen, who is no longer associated with the firm. Or, you can choose to be represented by another attorney and/or law firm. Within 30 days of the date of this letter, please provide the firm with your written selection of how you want to proceed with your legal representation by si ni as dating one of the following options: I choose to continue representation by Lisa ignature/Date Matukaitis and Matukaitis Law LLC. Signature/Date I choose to be represented by Aaron Cohen. Signature/Date Signature/Date I choose to obtain representation from another attorney and/or firm. Other. Please explain For your convenience, a self-addressed envelope is enclosed to return your signed and dated selection to the firm. Please retain a copy for your records. It has been a pleasure working with you and I look forward to our continued relationship. Please do not hesitate to call or email me if you have any questions or concerns. Very truly yours, Lisa Matukaitis, Esq. COHEN MATUKAITIS LLC n/k/a MATUKAITIS LAW LLC cc: Aaron Gray Cohen, Esq. EXHIBIT 6 .? 065 U.S. Return of Partnership Income Form For calendar year 2008, or tax year beginning , 2008, Department of the Treasury ending , 20 internal Revenue Service ? See separate instructions. A Principal business activity Name of partnership Usethe COHEN MATUKAITIS LLC LEGAL SERVICE Iabet. LISA MATUKATITIS MBR B Principal product or service Other. Number, street, and room or suite number. If a P.O. box, see the instructions. OMB r1o.1545 0099 2008 D Employer identification number 20-8571861 E Date business started LAWYER wise, 211 STATE ST 03/13/07 print C Business code number or type. City or town State ZIP code F Total assets (see instrs) 541110 _ HARRISBURG PA 17101 $ 0. G Check applicable boxes: (1) Initial return (2) X Final return (3) Name change (4) Address change (5) 11 Amended return (6) Technical termination • also check (1) or (2) H Check accounting method: (1) X Cash (2) ? Accrual (3) E] Other (specify) ..... Number of Schedules K-1. Attach one for each person who was a partner at any time during the tax year ..... 0, 2 ---- J Check if Schedule M-3 attached ....................................................................... r•„rfc.,., 1-limta nnfv frond nr hucinacc innnmi+ anrf aynncae nn fine la thrnunh 9-9 hPlnw qPP the instrrrrfinn-q fnr mnrP information 1 a Gross receipts or sales ...... ........................................ 1 a 11,631. b Less returns and allowances .......................................... 1 b 1 c _ 11, 631. 2 Cost of goods sold (Schedule A, line 8) ......... ............... ........... ........ ..... ... .. 2 3 Gross profit. Subtract line 2 from line 1c .... . ........ ....... 3 11 631, N C 4 Ordinary income (loss) from other partnerships, estates, and trusts 0 (attach statement) .... . E 5 Net farm profit (loss) (attach Schedule F (Form 1040)) ............... ............. ... .. ... 5 6 Net gain (loss) from Form 4797, Part II, line 17 (attach Form 4797) ................ ....... ........ 6 7 Other income (loss) (attach statement) ... ......... ........................ ... .................. .. INTEREST 7 16.L. 8 Total income (loss). Combine lines 3 through 7 ................................. ................. 8 11, 6 4 7 , s E 9 Salaries and wages (other than to partners) (less employment credits) ................... ........ 9 10,492* 1 10 Guaranteed payments to partners ................................................................ 10 s 11 Repairs and maintenance ....................................................................... 11 T .................................................................................... 12 Bad debts . 12 u D c . .............................................................................. 13 Rent 13 E i ............. .......................................................... 14 Taxes and licenses .......... ..... 14 1 r 155 . U N ......................................................................... . . 15 Interest 15 C S ... . .. 168 Depreciation (if required, attach Form 4562) ........................... 168 T F 1 b Less depreciation reported on Schedule A and elsewhere on return ...... 16b 16c R D 17 Depletion Do not deduct oil and as depletion.) S 1 etc ................................................................ ...... 18 Retirement plans 18 1 , 19 Employee benefit programs ..................... . ........... ....................... .......... 19 T A 20 Other deductions (attach statement) ......................................................................"..STM 20 0 N s 21 Total deductions. Add the amounts shown in the far right column for lines 9 through 20 .............. 21 11,647. 22 Ordinary business income (loss). Subtract line 21 from line 8 ...................................... 22 0. under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best or my Knowleage anu genet, n is true, correct, and complete. Declaration of preparer (other than general partner or limited liability company member manager) is based on all information of which Sign preparer has any knowledge. Here 10. No. 7 -a May the p pre 81st sh the r pares howwn n return below wi (see mstrs). Signature of general partner or limited liability company member manager Dale X Yes No Date Preparer's SSN or PTIN Preparre Check it self. Paid signature L 0 7/ 0 6/ 0 9 empb d .... F Preparer'S Firm' nrsme T & G TAX ACCOUNTANTS Use Only self-employed), ? 38 E 2ND ST E1N 23-2841513 (or address. and ZIP code MT CARMEL PA 17851 Phoneno. (570) 339-2500 BAA For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. PTPA0112 10108108 Form 1065 (2008) Form 1065 (2008) COHEN MATUKAITIS LLC LISA MATUKATITIS MBR 20-8571861 Page 2 of Goods Sold (see 1 Inventory at beginning of year ................ . . 1 2 Purchases less cost of items withdrawn for personal use ................................... . ...... .. .... 2 3 Cost of labor ........................................................................................... 3 4 Additional section 263A costs (attach statement) ............. ....................................... .......... 4 5 Other costs (attach statement) ............. ......... 5 6 Total. Add lines 1 through 5 ................... . ................. . ............................. . ....... 6 7 Inventory at end of year ......... ....................... .................. ............. ............ 7 8 Cost of goods sold. Subtract line 7 from line 6. Enter here and on page 1, line 2 ........................ .. 8 9a Check all methods used for valuing closing inventory: (i) X Cost as described in Regulations section 1.471.3 (ff) Lower of cost or market as described in Regulations section 1.471-4 (Iii) Other (specify method used and attach explanation) .. . . ... . ...... b Check this box if there was a writedown of 'subnormal' goods as described in Regulations section 1.471.2(c) .................. c Check this box if the LIFO inventory method was adopted this tax year for any goods (if checked, attach Form 970) .... ....... IN. d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? ......... ........ Yes X No e Was there any change in determining quantities, cost, or valuations between opening and closing inventory? ...... .. Yes X No If 'Yes,' attach explanation SChedtale B ' Other Information 1 What type of entity is filing this return? Check the applicable box: Yes No a Domestic general partnership b Domestic limited partnership c Domestic limited liability company d X Domestic limited liability partnership e Foreign partnership f Other . .. ? _ _ _ 2 At any time during the tax year, was any partner in the partnership a disregarded entity, a partnership (including an entity treated as a partnerhip), a trust, an S corporation, an estate (other than an estate of a deceased partner), or a nominee or similar person? ...... .......................................... 3 At the end of the tax year: a Did any foreign or domestic corporation, partnership (including any entity treated as a partnership), or trust own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital of the partnership? For rules of constructive ownership, see instructions. It 'Yes,' complete i throw h v) below ............................... . ...................... ......... ...... X (i) Name of Entity (if) Employer Identification Number (if any) (iii) Type of Entity (iv) Country of Organization (v) Maximum Percentage Owned in Profit, Loss, or Capital b Did any individual or estate own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital of the partnership? For rules of constructive ownership, see instructions. If 'Yes,' complete i throu h iv) below ............. . ....... X (1) Name of Individual or Estate (ii) Social Security Number or Employer Identification Number if an (iii) Country of Citizenship (see instructions) (fv) Maximum Percentage Owned in Profit, Loss, or Capital 4 At the end of the tax year, did the partnership: a Own directly 20% or more, or own, directly or indirectly, 50% or more of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation? For rules of constructive ownership, see instructions. If 'Yes,' complete (i) throw h (iv) below ................................................................ ......................... X (I) Name of Corporation (ii) Employer Identification Number (if any) (iii) Country of Incorporation (iv) Percentage Owned in Voting Stock Y PTPA0112 1010B)oB Form 1065 (2008) Form 1065 (2008) COHEN MATUKAITIS LLC LISA MATUKATITIS MBR 20-8571861 PaQe 3 bOwn directly an interest of 20% or more, or own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital in any foreign or domestic partnership (including an entity treated as a partnership) or in the beneficial interest of a trust? For rules of constructive ownership, see instructions. If 'Yes,' complete (i through (v) below ................ ... ...... ...... .. Yes No X (i) Name of Entity (ii) Employer Identification Number (if any) (iii) Type of Entity (iv) Country of Organization (v) Maximum Percentage Owned in Profit, Loss, or Capital 5 Did the partnership file Form 8893, Election of Partnership Level Tax Treatment, or an election statement under section 6231(a)(1)(B)(ii) for partnership-level tax treatment, that is in effect for this tax year? See Form 8893 for more details ....... , .. X 6 Does this partnership satisfy all four of the following conditions? a The partnership's total receipts for the tax year were less than $250,000. b The partnership's total assets at the end of the tax year were less than $1 million. c Schedules K-1 are filed with the return and furnished to the partners on or before the due date (including extensions) for the partnership return. dThe partnership is not filing and is not required to file Schedule M-3 ........ ............... ......... .. X If 'Yes,' the partnership is not required to complete Schedules L, M-1, and M-2; Item F on page 1 of Form 1065; or Item L on Schedule K-1. 7 Is this partnership a public l traded partnership as defined in section 469(k)(2)? ............................ .... ........... ?X 8 During the tax year, did the partnership have any debt that was cancelled, was forgiven, or had the terms modified so as to reduce the principal amount of the debt? ............................................................... ................ X 9 Has this partnership filed, or is it required to file, Form 8918 Material Advisor Disclosure Statement to provide information on , , any reportable transaction? . ........................ ........ .. ............ .. ...... X 10 At any time during calendar year 2008, did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions for exceptions and filing requirements for Form TO F 90-22.1, Report of Foreign Bank and Financial Accounts. It 'Yes,' enter the name of the foreign country.. ? X 11 At any time during the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? If 'Yes,' the partnership may have to file Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifis. See instructions ........................................................... ......... X 12a is the partnership making, or had it previously made (and not revoked), a section 754 election? ............................. . X See instructions for details regarding section 754 election. b Did the partnership make for this tax year an optional basis adjustment under section 743(b) or 734(b)? If 'Yes,' attach a statement showing the computation and allocation of the basis adjustment. See instructions ....... ...... ................... X c is the partnership required to adjust the basis of partnership assets under section 743(b) or 734(b) because of a substantial built-in loss (as defined under section 743(d)) or substantial basis reduction (as defined under section 734(d))? If 'Yes,' attach a statement showing the computation and allocation of the basis adjustment. See instructions ........ ............. ... X 13 Check this box if, during the current or prior tax year, the partnership distributed any property received in a like-kind exchange or contributed such property to another entity (including a disregarded entity) ............................ . 14 At any time during the tax year, did the partnership distribute to any partner a tenancy-in-common or other undivided interest in a partnership property? ............................................................................................... X 15 If the partnership is required to file Form 8858, Information Return of U.S. Persons With Respect To Foreign Disregarded Entities, enter the number of Forms 8858 attached. See instructions ,- 16 Does the partnership have any foreign partners? If 'Yes,' enter the number of Forms 8805, Foreign Partner's information Statement of Section 1446 Withholding Tax, filed for this partnership. ? X 17 Enter the number of Forms 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships, attached to this return ................................................................................................ Designation of Tax Matters Partner (see the instructions) Enter below the general partner designated as the tax matters partner (TMP) for the tax year of this return: Name of Idenlal designated TMP LISA M MATUKAITIS number of TMP ? ?- Address of ? 2202 CHESTNUT ST designated TMP CAMP HILL. PA 17 011 Form 1065(2008) PTPA0112 10108108 Form 1065 (2008) COHEN MATUKAITIS LLC LISA MATUKATITIS MBR 20-8511861 Pane 4 Schedul e K .' Partners' Distributive Share Items _ T otal amount 1 Ordinary business income (loss) (page 1, line 22) ..... 1 0. 2 Net rental real estate income (loss) (attach Form 8825) ............................ ..... . . 2 3a Other gross rental income (loss) .......................... . .. 3a b Expenses from other rental activities (attach stmt) ........................ 3b c Other net rental income (loss). Subtract line 3b from line 3a .................................. 3c 4 Guaranteed payments ............................. . ....................... . . . . . . . . . . . . . . . . 4 5 Interest income .. . ................ ..................................................... 5 Income (Loss) 6 Dividends: a Ordinary dividends ..... ............. .. . 6a b Qualified dividends .................... ......... I 611oI 7 Royalties .............................................. .................................. 7 8 Net short-term capital gain (loss) (attach Schedule D (Form 1065)) ............................ 8 9a Net long-term capital gain (loss) (attach Schedule D (Form 1065)). ............................ 9a b Collectibles (28%) gain (loss) ................................... 9b c Unrecaptured section 1250 gain (attach statement) ........................ 9e 10 Net section 1231 gain (loss) (attach Form 4797) ........... ........................ ........ 10 11 Other income (loss) (see instructions) Type "1 11 12 Section 179 deduction (attach Form 4562) ................................................... 12 Deduc- 13 a Contributions ........... .................................................................. 13a tions b Investment interest expense ........................................................... 13b e Section 59(ex2) expenditures: (1) Type ?_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ (2) Amount 01 13c 2) d Other deductions (see instructions Type ? 13d Self- 14a Net earnings (loss) from self-employment ...................... . .......................... 14a 0. Employ- t b Gross farming or fishing income ............................................................ 14b men c Gross nonfarm income ..................................................................... 14c 1.1, 647 . 15a Low-income housing credit (section 420)(5)) ............................................ .... 15a b Low-income housing credit (other) ......... . .................................. . . . . . . . . . . . . . . 15b Credits c Qualified rehabilitation expenditures (rental real estate) (attach Form 3468) .................... 15c d Other rental real estate credits (see instructions) . Type ? 15d e Other rental credits (see instructions) ........... Type ? 15e f Other credits see instructions ................. Type ? 1511 11 16a Name of country or U.S. possession ... -------------------------- b Gross income from all sources .................................... ................. . . . . . . . . 16 b c Gross income sourced at partner level ......................................... ............ 16c Foreign gross income sourced at partnership level d Passive category ? - - - - - - - e General category ? f Other ....... 16f Foreign Trans- actions - _ _ _ _ _ - - - Deductions allocated and apportioned at partner level g Interest expense ? _ _ _ _ _ _ _ _ _ _ _ In Other ................................ .... 16h Deductions allocated and apportioned at partnership level to foreign source income - - - - i Passive category ? - - j General category ? k0ther ....... 16k - - - - _ 11 _ _ I Total foreign taxes (check one): ? Paid 11 Accrued 161 mReduction in taxes available for credit (attach statement) ..................................... 16m n Other foreign tax information attach statement ............................................. 17 a Post-1986 depreciation adjustment ..................... .......................... . . . . . . . . . . 17 a Alternative b Adjusted gain or loss ....................... .............................................. 17b Minimum c Depletion other than oil and as .... 17c Tax (AMT) d Oil, gas, and geothermal properties - gross income ....... . ................................. 17d Items a Oil, gas, and geothermal properties - deductions ................................. ......... We f Other AMT items (attach stmt) ................................................................... 17f 18a Tax-exempt interest income ................................................................ 18a Other b Other tax-exempt income ....................... .......................................... 118b Infor- c Nondeductible expenses ........................ .......................................... 18c mation 19a Distributions of cash and marketable securities 19a b Distributions of other property .......................... ................................... 19b 576. 20a Investment income ........................................................................ 20a bInvestment expenses ......................................................... ............ 20b c Other items and amounts (attach stmt ............................. . BAA Form 1065 (2008) PTPA0134 08104/08 Form 1065 (2008) COHCN MATUKAITIS LLC LISA MATUKATITIS MBR 20-8511861 Page 5 Analysis of Net Income (Loss) 1 Net income (loss). Combine Schedule K, lines 1 through 11. From the result, subtract the sum of Schedule K, lines 12 through 13d, and 161 ........... ....................................... 2 Analysis by partner type: v) Exempt (vi) Nominee/Other a partners .. . b Limited_ n (i) Corporate (ii) Individual (active) (iii) Individual (passive) (iv) Partnership ( organization 0 Iwneau1c L I odrdtrGe Jrteets per 6ooK5 tseginning or tax year tnd of tax year Assets (a) (b) (c) ?- (d) 1 Cash .... ....... ...... . .. . ........... 16, 592. 0. 2a Trade notes and accounts receivable ..... . b Less allowance for bad debts . ....... ... 3 Inventories ... ....... 4 U.S. government obligations - 5 Tax-exempt securities .................... - - 6 Other current assets (attach stmt) ............ ..... 7 Mortgage and real estate loans .... ......... 8 Other investments (attach stmt) ................ .. 9a Buildings and other depreciable assets ..... , . 597. 0. b Less accumulated depreciation .............. 21. 576. 0. 0. 10 a Depletable assets ...... ................... b Less accumulated depletion ................. 11 Land (net of any amortization) ............. . 12a Intangible assets (amortizable only) ......... b Less accumulated amortization . ........... . 13 Other assets (attach stmt) ...... .. 14 Total assets ............ .. .............. 17,168. 0. Liabilities and Capital 15 Accounts payable .. . ... ................. 16 Mortgages, notes, bonds payable in less than 1 year .. . 17 Other current liabilities (attach stmt) .. Ln.1.7 . S.tmt 16, 592 18 All nonrecourse loans .................... _ 19 Mortgages, notes, bonds payable in 1 year or more .... 20 Other liabilities (attach stmt) ..................... _ 21 Partners' capital accounts ................. 576. .. 0. 22 Total liabilities and capital .................. 17,168. 0. Schl ,Glu10--M=1 ° Reconciliation of Income (Loss) per Books With Income (Loss) per Return Note. Schedule M-3 may be required instead of Schedule M-1 (see instructions). 1 Net income (loss) per books ............. 0 • 6 Income recorded on books this year not 2 Income included on Schedule K, lines 1, 2, 3c, 5, 6a, 7, 8, 9a, 10, and 11, not recorded on books this year (itemize): - - - - - - - - - - - - -- - - - - - - - included on Schedule K, lines 1 through 11 (itemize): a Tax-exempt interest ... $ - - - - - - - - - - - - - - - - - - - - - 3 Guaranteed pmts (other than health insurance) . 7 Deductions included on Schedule K, lines 1 through not charged against book income this 13d and 161 4 Expenses recorded on books this year not included on Schedule K, lines 1 through 13d, and 161 (itemize): a Depreciation ...... $ ----------- b Travel and , , year (itemize): a Depreciation ..... $ ---__--------------.---. ------ ----- - entertamment ..... - - - - - - - - - - - ----- - --- 8 Add lines 6 and 7 .............. . - - - - - - - - - - - - - - - - - - - - line 1) 9 Income (loss) (Analysis of Net Income (Loss) 5 Add lines 1 through 4 ................... 0 . . , Subtract line 8 from line 5 ..................... 0. Schedule , 2 Analysis of Partners' Ca ital Accounts 1 Balance at beginning of year ............ 576. 6 Distributions: a Cash .................. . 2 Capital contributed: a Cash ........... . b Property ......... .. . . . 576. b Property ......... 7 Other decreases (itemize): ----------- 3 Net income (loss) per books ............. 0. --- 4 Other increases (itemize): ---------- ------------------ 8 A -d-d-lin-es-6-and --7 - .7 ....... ...... --- ........ 576. 5 Add lines 1 through 4 ................... 576. 9 Balance at end of year. Subtract line 8 from line 5 .... 0. PTPA0134 08/04/08 Form 1065 (2008) tt?? 651108 C, 6 .r..t., 11 1 7AAA , X Final K-1 n Amended K-1 OMB No. 15450099 ?vvc? (Form 1065) Part fit Partner's Share o f Current Year Income, For calendar year 2008, or lax Deductions Cred its and Other Items Department of the Treasury year beginning .2008 Internal Revenue Service 1 Ordinary business income (loss) _ 15 Credits ending 0 . Partner's Share of Income Deductions 2 Net rental real estate income (loss) - - - - - - - - - - - - - - - - , , Credits etc. See se t i i , para e nstruct ons. 3 Other net rental income (loss) 16 Forei t ti gn ransac ons Pa?•1"' Information About the Partnershi p 4 Guaranteed payments A Partnership's employer identification number 20-8571861 5 Interest income ---------------- B Partnership's name, address, city, state, and ZIP code COHEN MATUKAITIS LLC 6a Ordinary dividends ----'---'-'---- LISA MATUKATITIS MBR 211 STATE ST - 6b Qualified dividends --------------- HARRISBURG, PA 17101 IRS Center where partnership filed return 7 Royalties CINCINNATI OH 8 Net short-term capital gain (loss) D n Check if this is a publicly traded partnership (PTP) 9a, Net long-term capital gain (loss) 17 Alternative minimum tax (AMT) items Patful Information About the Partner 9bl Collectibles (28%) gain (loss) ---------------- ' E Partner s identifying number 9c Unrecaptured section 1250 gain - - - - - - - - - - - - - - - - ' F Partner s name, address, city, state, and ZIP code 10 : Net section 1231 gain (loss) 18 Tax-exempt income and LISA M MATUKAITIS nondeductible expenses 2202 CHESTNUT ST 11 ; Other income (loss) CAMP HILL, PA 17011 1 ---------------- -'`'----`-------- G F X] partner or LLC Limited partner or other ----------------- member-manager LLC member - -- - - - - - - - - - - - - - - - H XQ Domestic partner Foreign partner 19 Distributions 1 What type of entity is this partner? INDIVIDUAL 12 Section 179 deduction B * STMT 288_ - - -- - - - - _ - - - _ - J Partner's share of profit loss and capital (see instructions): 13 ' Other deductions , , Beginning Ending _ 4 - - - - - - - - - - - - - - - . 20 Other information Profit 50.00000 % 50.00000 `k Loss 50.00000 % 50.00000 ----------------- ----------------- Capital 50.00000 % 50.00000 K Partner's share of liabilities at year end: 14 Self-employment earnings (loss) ---------------- Nonrecourse ......................... $ A -------------- 0' ---------------- Qualified nonrecourse financing ........ $ I Recourse ........... ................ $ C 5,823. *See attached statement for a dditional information. L Partner's capital account analysis: F Beginning capital account ............. $ 288. 0 R Capital contributed during the year ..... $ 1 Current year increase (decrease) ...... $ 0. s Withdrawals and distributions .... ..... $ 288. u Ending capital account ................ $ 0 , s E Tax basis Xr_1 GAAP Section 704(b) book 0 LHOther (explain) y BAA For Paperwork Reduction Act Notice, see Instructions for Form 1065. Schedule K-1 (Form 1065) 2008 PTPA0312 12115108 Schedule K-1 2008 (Form 1065) For calendar year 2008, or lax Department of the Treasury year beginning 2008 Internal Revenue Service ending Partner's Share of Income, Deductions, Credits, etc. ? See separate instructions. Bart l` Information About the Partnership A Partnership's employer identification number 20-8571861 _ B Partnership's name, address, city, state, and ZIP code COHEN MATUKAITIS LLC LISA MATUKATITIS MBR 211 STATE ST HARRISBURG, PA 17101 C IRS Center where partnership filed return CINCINNATI. OH D r] Check if this is a publicly traded partnership (PTP) 651108 X Final K-1 I I Amended K-1 OMB No. 15450099 Part III Partner's Share of Current Year Income, Deductions, Credits, and Other Items 1 Ordinary business income (loss) 15 Credits 0. _ - ___ 2 Net rental real estate income (loss) 3 Other net rental income (loss) 16 Foreign transactions - ----------------- 4 Guaranteed payments 5 Interest income - - ---------------- 6a Ordinary dividends - ---------------- 6b' Qualified dividends ---------------- 7 Royalties 8 Net short-term capital gain (loss) 9a Net long-term capital gain (loss) 17 Alternative minimum tax (AMT) Items 9bi Collectibles (28%) gain (loss) - - Part ll-1 Information About the Partner E Partner's Idenlifyincl number F Partner's name, address, city, state, and ZIP code AARON G COHEN 509 N 2ND ST 2ND rL HARRISBURG, PA 17101 G Lf General partner or LLC U Limited partner or other member-manager LLC member H 1 -1 X Domestic partner E]Foreign partner I What type of entity is this partner? INDIVIDUAL J Partner's share of profit, loss, and capital (see instructions): Beginning Ending Profit 50.00000 % 50.00000 % Loss 50.00000 % 50.00000 Capital 50.00000 % 50.00000 % K Partner's share of liabilities at year end: Nonrecourse ......................... $ Qualified nonrecourse financing ....... $ Recourse ............ .............. $ ------------ 9c'Unrecaptured section 1250 gain 10 Net section 1231 gain (loss) 18 Tax-exempt income and I nondeductible expenses 1 Other income (loss) ----------------- 12 Section 179 deduction 19 Distributions B_* STMT 288. 13 Other deductions 20 Other information - - - - - - - - --- - -- - - - - - - - -- - - -- - - - - - - - - - - - - 14 Self-employment earnings (loss) - A 0. - ---------------- --, ------------. ---- C 5,824. *See attached statement for additional information. L Partner's capital account analysis.- F Beginning capital account .. .... . ... $ 288. R Capital contributed during the year . ... $ I Current year increase (decrease) .. ... $ 0. SR Withdrawals and distributions ....... ... $ 288. u Ending capital account .... ........ ... $ 0. s e ?1 Tax basis FX GAAP n []Section 704(b) book 0 H Oth (explain) v BAA For Paperwork Reduction Act Notice, see Instructions for Form 1065. Schedule K-1 (Form 1065) 2008 P't'PA0312 12115108 t,,u'r-rv ivies i UNAM I 15 LLC LISA MATUKATITIS MBR 20-8571861 1 Form 1065, Line 20 Other deductions ADVERTISING SUPPLIES INSURANCE PROFESSIONAL FEES UTILITIES COURT COSTS SUBSCRIPTIONS BANK SC Total Form 1065, Schedule L, Line 17 Other Current Liabilities Other Current Liabilities: Beginning of I End of tax year tax year TRUST DEPOSITS 16,592. Total 16, 592. 1J- ii uv ell lu Lt LQ L L L L 11 M$ MU Md M lp,ull,lenl 14 tfr. Irm vi V hdlm al RrvrMN!'r•iivli.l! Fwn 1040 U.S. Individual Income Tax Return For the year Jan I • Uec ah ?W or otlx:r lak yr,1r_beglaning Label Yutn IirJ ngmr, MI I x:1 nafne It a mall 1r.1u111, r.plura•': (lf%t 01801 MI Wf.l mime. -. Uses the IRS Jebel, 4-04 PAGE 02 200 V JnL. IRS U•- (uly - Iwt wale n. 03 IQ in this %pocc, 2008, ending 20 ( Nn. 1s4y.00, - - You' zcwl#A =ON W TTIS spouses social ecuflty f1lMlltlor tlea`fwPro please pI'inl 1lunle mklrr.•r (nuo+bf / 811J rdtlfrl . II y4U h8y@ 8 P.O. lx)l..rrt inanN7I1pA ?K Apar1nNn1 no. You mus l i et1tP.C yMll i ? `-? VL.C.i ( Soc a octs ty A y, own of post onlce. n W1 ad?see insGlK WS. ' SIM10 ZIP cow number s ) above. Presidential r Clucking a box low will Trot Election PA 11101 change your tax r refund. Campaign Chel:k here it you, or sll seit m ling iotntly, want $3 to ga to this fund? (see i nstructions) . , , , .... - .. . 10, D You F spouse Filing Status 1 Singh' 4 X Head of h(,1t(senold (with qualifying person). (Sep 2 Maned hhrut inint) (even d only one h:xl income) instructions.) If the qualifying poi;.igl is a c i ld Check only 3 Mamed hhnq 7,f-pa ately. Enter spuuse's SSN above & full bill not your dependent, renter this child's name hera.., ? _ orle box, nnrne hole.. 5 Quail 1 widow(er) with depandpol child see mstruc 'om) Exemptions 68 8 Yourself. 0 ?.or eone can c?lairn yeti as a depoodc-ol, do not check box tie . ..... e„u? ?? t`•a 1 b spouse _ .... x.. or chi dr.„ _......_? c Dependents: (2)0 y senllent's l (3) Dependent's ~ (4).711 ur, k wt" • (~'? socia sk(••unty nlJnlf)Rr relotiorlshtp to Vol) 4w>tlnlny Mild fot elak! With yeti 2 (1) Fi1S1 nartle L&A Itt1(rll: -•„?___ talc C,et41 10 (seetweimc) E THAN G COHEN Son Ix? dw'• K. BENrfETT n COH N Son of X t••. ns, 11 more than sec in-A nif1ifms• Add rmM ro d Total ni nT(lwr of exe mptions c,l;)irned ..................... ...................... on Ones ... ....... 4?.w.... . , ?' 3 7 Wages, %,*Ifin;, li( s, etc. Attach Fofn1(s) W-?. ...... ..... .. . . . . . ........ ...... 7 Income 8a Taxable intotiost. At ach Schedule 8 if (equired ... ........ ....... . . • ...... ....... 8a b Tax-exempt inteies . Do not incllxio on line tail ............ . SO Attach Farm(s) 9a Ordinary dividends. Atlach'i-chedule B it tcpuimd . . . . ... . . ................. . . . . 9A W-2 We. Also b Qualified d(vido.nds (see ostfs) ....... .. ..... .............. I 9b attach Forms W2G and 1099-R 10 Taxable fufunds, credits, or offsets of state and twal trumirw laces see instuctions . .. 10 if tax was withheld. 11 Alimony mcnivod .......................... . ........ .. ..... ... . .... .. .. 11 12 Business.; inf i,rran: (x (loss). Alto& rhodull: C stir C-EZ ..... .. ...-- .. ..... ... .. .. 12 73,952. If you dui not (10 a W.2, 13 C ita1 ain or Rm , ap g ( ) At SO D if regd. If not read, ,:k Ixltu .......... ......... . . .. . ? u 13 see instrwhum. 14 Other gains or (list Allauh Form 4797 .......... ................. .... . 14 15a IRA distributions .. . ..... 15a b raxable amount (sea in st(s) . 15b 16a Pensions and annu' icni . , , , 16a l b I'axable amount (see irKim) , 16b _ 17 Rental real estate, .. myal(ies, pwinerslmps, S corporation , Ift rits, etc. Attach Schedule E 17 0 s Enclose, but do 18 Farm income or (lo s). Attach Schedulo F, ......... ..... ......... . ............ .. ... 18 not attar'N any 19 t hlmmployr ent Con ............... . ... ,cosalion . ............... ............ ..... 19 payfnenl. Also, 20 a .„ ,mill security benefits . ......... 2001 ; t fixable amount see instrs 90b please use Form 10404 21 Other Irx-ofne - . _ _ _ _ _ 21 22 Adil the arnolnts in _ the far rirtht reiWitfn for tirte-s 7 through 2 _ 1. This is air total income . ? 22 7 3 952. 23 Edt l mot expenses see instruction,) ... . . . .... . .. . ......... 28 Adjusted 24 Certain business P,xpunr• of reservists, performing altists, and INP-basis Gross government official.^,. Alt, ch An 2106 w 2106. E1 ... . ......... . ..... . 24 Income 25 Health savings at cf: sent deduction. Attach Form 1M9 ....... . 25 26 Moving expense i. appal Form 3903 ............... .... .. . ". 27 0op-Ball at self em loynlcnt tax. Att.n:ll :i,alsattule SE ....... . 27 5, 225. 28 Self-employed SFI' SIMPLE, and gijaliliod pl;ms . , ......... . 28, ? 29 Self employed health ins famo doduction (sv" Insimutions) ............ . 29 30 r'enalty on early wit ldtawal of savings .... • ........... . . . . . 30 - 31 a Alimony paid b Rmillim •s SSN . ? 318 .,. ._. ... _ _ ? " 32 IRA deduction (::,ate mgtructiorm) .................... .. . 32 ">0 33 Sludent loan Inlclfx 1 deduction (see instructions) ..... , , . 33 34 rultnon and fetes dos ulaiorl, A140i Form 8917 ............ .. . 34 _.__. •': ?,, 35 Otxne1c production acti itics dMlx:hon. Atlach Form M03 ...... ... . 36 Add lines 23 - lla ants 3 . 35 ................................. ...................... .. . . . 36 5,281. 37 Subli i;cl hnN 36 Ito 1 line 22, This is otu adjusted gross income, ........... . . • , ..... ? 37 68,671. BA_A For Disclosure, Privacy Act, and Pope ork Redurtion Act Notice, see hi0ructions. 1u1A0112 10117108 For 'n 104 (2008) U11211'10 D Ld L L L L M M$ MD Md M 4-04 1„ Wt A r•t -IAI d1K I if t. Tax and Credits Standard befhiction 4 1 for - " People who 1100 i any box no lint'! 39a, 39b, m '39f: or wt* can be cl„immi as a depe.ntilNA. !:0+.-? ,rc;tn.ictinn,. • All nthr?rti: 38 Animint frtlrn lh, 39 a Check Ya i Sp t II your spuuxe Itemize r: Oseck it statd;ad tledt 40 Itoolited deductions 41 Stibtract 1410 40 fr• 42 If line :18 is over $114,1 0thetwise, multiply 53, 43 Taxable inrnme. Subl Ii line 42 is mote than 44 Tax (sec inmrs). t. 1.85-66-.3 38 (/ (drlhlsl(!(1 1,1rU5fi IIkR)rTNY) .... ........ . . ........ , 38 were tort, betoro 1--inuary 2, 1944, 51i"id- Total boxes 7711 ise was born tiefore Jmanu?ary 2. ti14a, A Hlind. checked 01 39a 011;J aepar010 ialurn, or you were a dtial•stith)s Alien, %cc Instm and ck here F 3914 ;lion 111di les real esl;de taxes Of disaster lugs (see mstruttrnns) ...... .. p- 39C rom Schedule A) or yoikr standard dgtrfuction (see felt margin) ......... . ........ . 40 ill lilt! :38 ...... ...... .. . .. 41 /9, in you providwf housing b, a Midweslatn displaced individual, see Instructions. CA by the total number of CxCniplitxis clamted nn fine (dl 42 ;n;t line 42 faint title 41. ilia 41, enter .0 . . . 43 hft,k if any tax ie, Iram: Sorm oim(s) 8814 4972. .. A 45 Alternative inininl to tilt (see instnr<:tlon,). Attach FM/rl 6251 .... . .... . . . . . ....... 45 Single or Married 46 Add lines 44 and 5 .. filing si?p:iralety. ........ . ......... . ...... . . .................... W-46-- $5.450 47 Foreign lax a redit AU arh F 1 Wsoiod tiling Quallryin(l widow(er), $10;300 Head of lirm%ol,old, .58,000 °-• ••-• S5 Ai11 I 47 tl r . . , ortl, 116 rf legtared ............. 47 48 Credit for 000 and dol .ndent care extrrnses. Attach Farm 2441 .......... 48 1 L200 _ , r. 49 Credit for the olrlt.. l 50 Edlar:ikon credits. y or tho (lisabled. Attach f'lc•hcdule f2 %ttich Foitlt 13863 ..... . . ... .. .. ..... 50 _ - ,r.. :.. .., 51 Hetiremanl savinrl. c.untr)butiru)s credil. Attrr-h Form 8880 ... Sl 52 Child blx credit (see In; ructions). All;tch Form MI it required . , .. • ... . , 52 7 100o 53 Cfedits from form: U8396 b l_I8939 t W6 ....... 53 .. - - 54 Othet ris from Porn,: t ..1 380Q b 188111 c U 54 r )rtes ,r klt h 54. These are your total credits ......... • ....... . . . . . . • , , , , , .. , , • . 55 56 Subtract fink? 55 In in lino 46. It litm 55 is more 11kgn line 46, inter •0- r 56 57 Self employmanl lax. A ach l liedule SE .. , .. ?........ 57 Other 59 Unreported skxaat recur aril Medicare tax Ifom Font): a C] 4137 b C] 8919 .. . ................... . Taxes 59 Additional tax on IRAs, thor giuddiwl retirement ens, etc. Attarh Form SIM it required .............. . . .. 59 60 Additional takes: a L AEIC payments b Household employment toxin, Attach Schedide H ........ .. 60 _ 61 Add litres 5_6-60. This is your total tax • • , . • . W 61 • . • ? . 62 Fedocal income to withheld horn Payments ?Forn,s, W-7 :alit 1099 ...... 62 63 M estimated tax payn wits aiM amount applied from 2007 rMuu1 ........ 63 12,600. it yrx) hour; .a L "a Earned Income credit (EIC) . No d4a - qu3lifyiex) ... .............. child, oltr?c:h I ' b Nontaxable combat pay Icctiun .. , , , "'I 64b1_ _ ,;chcdije EIC. __ 65 Fxcess social smirity at d tier t RRTA tax withheld (see instructions) ....... 65 66 Additional child tax credit. Attach Form 8812 ..... . . . . ...... . 66 67 Amount paid with tm)ue t for extonsetn to file (set insimrtions) ... .. 67 66 Crrr(its from Fo'rn: a 2439 b Q 4)36 t n sun d E )E885 . 86 69 Firs1 -14rie hwnebuy •.r credit. Atlat;h Form 5405 ............. 69 ., 70 Recovory rebalt: cr edit (see wrnk?:heef) ....... ......... . . 70 0. 71 Add hties 62 thrcugn Al. These are if total payntenls W 71 Refund "'-..7Z If lino 71 is more than It e 61, subtract line 61 from lino /1. This is lire amount you overpaid ... , . , . , , , .. ?. 72 M Direct deposit? 73a Amount of tine 72 y -nl want refunded to you. If rr)tm 1388$ iY attached, check here .. *` L ? 73a Sa«3 inuOnK Mons ? b Rrnllinr.l rnanbf r .. ,1. ?C. TyJaE!; LhgCkinq Savings and fill in /3b, • d Acka,uid numbc!r _? 73r, ;an(1 /3d tN Form 8W, 74 Amount of lint l2 you w nt a )1iet1 to your 2ofN estimated lax , , . - • . , ?? 74 Amount 75 Amount you owe. Subtr to 1--, 11 from litre G1, For details on how to pay, we instructions . . . ........._. ? 75 Yot? Owe 76 Es him. ed tax pane (see instructions) 176 7 5 . ' .- Third Party 00 you want to allow Moth" pe con to discuss this return kith the IRS (Sire Instructions)? .......... X Yes. Complete the tons oe.:it3ne. s nVille r'etsenal wleAftal Dew nee n ? Prersurer no. MMAN EN Ulxbr rrmWes or pequry, I rfer..l, a that I Ime c+aminNd lids retamn and Au:rHnpa wind !k.10(hrtaa and hake mr". VW to trla W of MY WIND" Sigh IWAtf, rtV are Lug. r:rur'rl, and innpwdn. Mclarahrna co prepm'er (ulbet than taxpayin) )a based al all irAwmatia101 rA 4%pw#WW has awry imp Here Your srgnabnn note Your oek arr. Joint return? upetkrn tleyl' ptgte °,ar itltiUuclions. lit, /?((?` /{,?_ ATTORNKY Keep a copy Sfaoule% eirpcdrnr.. N a runt! rr. urn. enth must niiji n. 3pOkN'f rxrerpmli0n kn yoUr record.. { Paid ` Preparer's Use Only pi's parri K SiQ,I»hMr. (, Xfmnisname T 6 (e (Wyr r,r? it s4 arnploytW)., 3 8 G' 71Pkt Oand MT CA 1410 cet.:?a1.C ?.. 01/16/ 2010)chocaitSelf X ACCOUNTANTS _ 1N ? ST T. 'IH51 _ PPE 03 Par g 2 681.6!1^, 8 000. 60. 611_- 1(1 500. -?0, 171 7,696. 200. 406 449. 4,855. 29330. 1 [J No 111roolarliolt SW PTO* 23-2891?13 _ 15703 9-2500 For 1040 (2008) F VIAO112 101131es 13:52 01/211110 D Ld L L L L M M$ LMD Md M 4-04 RE 04 l?nderpayment of OW N 1545.0160 Form2210 Estim ted Tax by Individuals, Estates, and Trusts 2 0$ Or pi tuI ul 11541 rrearury See Sepparate instructions. R Attach to Form 1040f 1040A, e1pK 1040N9.1040NR-EZ, or 1041. Sr(Fi.1 .nt Inlrnud ovr.,urr. Su,virn r A No, 06 Nante(t) iAmr5 Oil lax return Identifying number I.1 SA M MATUKAITIS _ 185-66-34.18 Do You Have To File Form 2210 Complete lines 1 throt.lgh 7 below. Is lino less than $1,000? Ye --? Do not file Form 2210. You do not awe a salty. I 1 No I Complete lire, A emit 9 My9ow. 1-; line f rm -tat to or more than line 9? ?. Yesy You do not owe a penalty. Do not flit F 2210 !!! (hut if box E in Part 11 applies, you must fit paae 1 of Form 2210), No You may owe a penalty. Dori :any box in gait it below apply? Yes ` You must file Form 2210. Does box 9, C, o Q apply? No _ I No Yes R You must fi ore our enal ., g y p tY Do not file Form 2210. You are not inquir d to figure your penally You are not required to figure your ponahy because the bcv?ausc the IRS will figure if aril %anti ytt t a NO for any unpaid amount. If you want to figure it, you may 1 :,e Part tit qr PHrt IV .is a IRS will figure it and send you a bill for an unpaid worksheet antt enter your {penalty amount on your tax return, but do amount. If you want to future it, you may u e Part III or not file Form 2210. Part IV as a worksheet and ontor your pe Ity amount (Hr your tax return, but file only page 1 of F rm 2210. Required Annual Pay nt See i11StruChOrI5 1 Enter your 2(X;3 tax alter uetiits tram orm 1040, line 56 (sri: insifutaintig if not hlinq f=orm 1040) ... ....... t 4,406. 2 (.Ilhor taxes, irx hccfuK3 sr.N enl),Ir?yrner t tax (see instructions) . . . . . ............. . ....... 2 .449. 3 Refundable credits. Entof thr: total of nltr earthat inl:{xnm credit, addltionat child tax credit, credit for tier, federal tax paid on fuels, health cover a tax Credit, rtiftnulaWe rrt!1t1t for prior year minimurn tax, first-time hornebuyer credit, and recovery rebnt credit ......... . . ........................................ 3 0. 4 Umtent year tax. Combine lines 1, 2, ; nd 3. If Ic3,s Than $1,000, yUU do not owe a penalty; do not file Form 2210 ........................ . . .. , ................ .. ........... .. 4 14,655. 5 Multiply line 4 by 90% (.90) ............ . ... . ..... ............. 13,370. 6 Will huldim1 (axes. Do not ituAide ester rated tax payments. (see instructions) ............. . . ...... . ........ . 6 0. 7 Subtract line 6 from line 4. If less the $1,000, you do not t)we a p(:nAlty; do not file Form 2210 .............. T 14,855. 8 Mrtximum Ipgl. iced .) 1111J) payment ba ;ed oil prior year's tax (see Instructions) ........... .. . 8 8,269. 9 Required annual payment. Enter the alter of lino 5 ni IinN A ............................................. 9 8,269. Next: Ig line 9 111(11`N than lint= ti? LJ No. You do not owe a perl.ilty. Do not file Form 2210 unless box E below applios. FJ Yes. You may owe a penalty, but to not file Fonn 2210 unless ene or aloof.. boxes in Part II below applies. • 11 box B, C, or D applies, you twist figure your penalty and fife Form 2210, • It only box A or E (or both) app( es, fife only page 1 of Form 2210, You are not required to figure your penalty; the IRS ill figure it and send you a bill for any unpaid amount. It you want to figure your penalty, you may use Part III or {V as a worksheet a d enter vour aenalty on your tax return, bl t file only page 1 of Fenn 2210. -- ;; jt'? v Reasons for Filing. Ch .ck applicable boxes. If rione apply, do not file Form 22 A , You request a waiver (.see inStrt.O ens) of your entire penalty. WitI must check this box and the page 1 of Form 2210, but you are cwt requrreti to figure your penalty. B L_, You request a waiver (see ii%tiu d C Your irrcorr)e varied dtrinq the ye i method. YtNt ntu9) fiyurtf tlx': perut D Your penalty is lower w1w.n litiuretl withheld, instead pf in ergral stmoil E ^J You filyd or are filing a joint return must file page 1 of Force 2210, bul BAA For Paperwork Reduction Art Notice, oils) of part of your penalty. You mu,t fi(p,ra ynur penalty and waiver attiount atxl file, and your penalty is reduced or eliminated when figured kisint) the annualized Income ly usurp Scliothile At ,And We Form 2214. by treating the federal income tax withheld from your income as paid on the dates it N Its on the payment due dates. You rust figure your penalty and file Form 2210. for Hither M)/ or 21M, but not for both years, and fine 8 above is smsllar II-ton line 5 ynu Jre not required io Moore your penalty (unless box B, C. or 0 applies). see separate instructions, Fr m 2210. talllnent actually we. You 2210 (20M) F0170.313 OMJAn 13:53 01/21/110 D Ld L L L L M M$ MD Md M 4-04 PACE 05 Forrn 2210 (2008) 1. CS11. M MAT11FiAT TS 185-66- 3438 P•. e 2 Part III, Short Method Car7you Use the YOU Mal 0 use the short method if; Short Method? a Your bane no estimated tax payments (or your only payments were withheld federal incur a tax), or • You aid the same amount of estimated tax on each of the four payment ue dates. __ Must You Use the Regular Method? You toll t use the rogtilar trethod (fart tV) instead of the short method if: • You I lade any estimated tax payments late, • You .lipcked hox C or D it) Part 11, or • You are filing Form 104ONR or 1WNR-FZ and you did not receive wages s an ernpl qee subject to U.S, income tax withholding. Note: If any payment was made p, rlier than the clue date, you may use the short method, but using it ray cause you to pay a larger pptialty than It ' rc;gtdar rnethod. If the payment was only a few days early, the diffe ence is likely to be smell. 10 Filter (tie arruxint from Form 2210, bn 9 .......................... ................................... .. 10 11 ron, 1tip Arnount, if any, fr+xn Form :210, line 6 ................. ....... . ... 11 12 Filter (tie total amount, it any. of estimated lax paymenis you rilade ........... 12 13 Arld line, 11 brut 12 . . . .... . . . ... 13 14 Total underpayment for sar. S... ra line 13 from fine 10. It zero or loss, stop Here; you do not owe Ilrr pe(ialty. Do not rile lyorm 2210 un oss you checked box E in Part 11 ..... . ..... . ......................... to 15 Multiply line 14 by .03571 ............................... .. ................................... ..... 15 16 a if Ile; arru)unt on fine 14 was paid o or after 4/15109. enter 0.- 6 _--i If IN) amount on lire 14 w:,?s pai(1 before 4115109, make the folluwing computation to firni the amnunt 11) PAW pit lino 16. Amount on Number of days aid lin# 14 x before 4/15/(.) x 00014 ............. ......... . 1ti 17 Penalty. WAract lit* 16 (min line 15 inter It* result here arxl on Form 1040, line 76: Four 1040A, lira! 411; rrwivi 104ONR, I ie 74; Frxrrl 1040NR-F7, 6nr, ?fi; of Form 1041, line 26. Do not file Form 2210 unless you checked a box in Part 11............... .................................................. . .. ... 17 2210 (2008) mi7o3!i opovo9 1.i: N U11211'10 D Ld L L L L M M$ MD Md M 4-04 PAGE 06 Form 2210 (2008) 1, I . A M_ MATIIKA I p [ Part IV Regular Method (.^_„ is Ili rr?U'urtinrr;youu ale filinry t pint IOAUNII or 1040NIi EZ.) 2tf5-6G 39:i f; P;I(P,. 3 Section A Figure tour Underp meet -- ?- Payment Due Dates ...• (a) (b) (c) 4/1510$ Required inslaltmenis, U Bux t': in Pa ,t if applies,' •• •- ' ' 6115/08 9115/08 enter the Amounts front 70?e.-lule At, ine as. Otherwise, rnlor ?.5% (25) of line 91, in r>,:h column orm ?0, ..................... 18 2 Ot;'7 14 Fstimated Nix Lout and tax wrihheld (i:ie iriytruc -i-- 2,•067 • ?`06 1 . lines) For eolisnn (1) only, also ;.rite tl'w arrnount from line 19 on lint: 2:3. It lute 19 is a ual to 01 more tliall line 18 for all payment periods, ; top Ix:(1); YOU do nrrI owe a perially. Do not file Fort, 2210 unless you checked a box in Part 11 .... . Conrpt?re Anes 20 through 19 he/orr going to line X of rh onoxt co ?n mere - - --r : 0 U • ..61300- ,i 20 Enter tltrr airfo ont, if ,iny, ifrom line 26 in the prevto(.(s rolurrrr( ... ....... 20 21 Acid hilts 19 and ?I) ..... .... .. ' . 22 Add the anxtimis orb lines 24 & 25 in ravutu, column 222 11 1 0 • 6, 300 . 23 `subtract lino P? frorn line 21. If zero c Ir:RS, enter -0•. 2 067 - 7 134 . For colkinin (il) only, enter the amount from lint 19 24 It line 23 is zero, subtract Iine 21 from lint- 72, 23 0' 0 • 2, 1lift , Otherwise, eriler •0• ........... - 25 Underpayment If lini>• 18 is equal to i rrmre than 2? 2 0t '1, line 23, subtract line 23 frnrn line 18. hen t7 line 20 of ittn next column. 01herwise, go byline 26 . , ? 25 26 Overpayment. If lime 23 is morn th;-iri I ne 18, ? 067 , 2 067 . ,ubtfact line 18 from title 23. Then go o ling 20 Of the next col(nnn ,a 26 Section 13 •- Figure the Penalty (0. 99• ` ty (t`r mplefe linos 27 through 34 rrl one column before goirxJ to the next (olr.unn,) 4/15/08 _ T April 16, 2008 - Juno 30 6/1510$ i % t 008 riyf: vat, „ ?t? t, 27 Number of days from the dnti? sh n above line t t> R 2/ to the. dale the amount on Iine 5 was paid ??{:?• or 6130108, whrcflever is earlier 27 o 7 6 15 ° Number ( f 28 Underpayment rill line 25 x (.lays on lint, 71 "?•?' ' 'x x' t (see irrAfe rriryr,s) 366 X 06 28 ? 2 6 July 1, 2008 - $eptembcr 31 2008 r?• . . 6/30/08 - 6/30 _ (i _ , 9/15/08 p P 29 Nrarilwr of days from tlw date sho , n above line a days: .-- vars. R 29 to tllo (late the amount on line 5 was paid t or 9/30108, whiCliever is earlier u 30 . Wriderpayti nit Number r 29 17 _ 7 7 - An line 25 x days on lint 29 R (we 1,1M6,N:(a)ns) - „•, 366 x Oh ` 30 A -` 22.$ 22.$ T E October 1, 2008 - Doconlbr> r 1 , 2008 days 9/30/08 9/30/08 9130/08 v 31 Number of days from the date sho it above line trays. R 31 to the date the amount cm line S was paid t or 12/31/08, whichovor is earlier p 32 ..... , . Urtiterl)ayment Nunthe/ v 31 - nn tine 25 x rl?ys on line 31 s (see inalnw:iiDns) 366 x .06 bp 32 T e - January 1, 2009 -April 15 009 `'` 12/31/08 12/31/08 12/31/08 P 33 , Number of days from the d;-rle, she n .ltx) Iine ny)"ti qt ?? nays: t E 33 to the date the aniount on line ' 5 wnq paid or 411.5100, whichever i5 i);irlier 0 34 ... . t)nderpaynient Number u 33 tin tine 25 x rhry.?. cin Iine 33 h,ee imfitvtions) - 365 x O5 r 34 n _ 35 Penalty, Add All Arnaunt-i on lines 28, a2, and 34 ill ail columns. Enter tine total hole artd -- nn Fr-lrrn 1040, line 76; H.) on 1040/1, Gi a 48; Forst 1040NR, Iine 14; Foim 1 Uo not file Form 2210 unless you chec ed a box In Part II ......... U40N... lima 2ti. 1/1 x.068: '-300. _99, 3r)9. 6.3 /1 1-010313 021AWY9 13:55 01/21/110 D Ld L L L L M M$ MD Md M 4-04 PAGE 07 SCHEDULE C ( Profit or Loss From Business o nb.1545-Wm (Form 1040) (Sole Proprietorship) ' N, 0II'V101 01 thq I1.Oasury I 'Pelt! ships, joint ventures, etc, generally must fate Form 1065 or 1065-B. Vt V ,ntc nit ttt:?,,,,r :;rrvrp (ray) -Attach its F .m 1040, 1040NR, or 1041. ¦See Instructions for Schedule C (Form 1040). "I'M .n .?_ .•r•rr •rit'e No, 09 Mum-. ur lnouurtw Social securityntrrnberSsrt1 LISA M MATTIKATTIf1 _ lA'i-fifi-:j438 A YrInClpal lx1SInBSS a p,4r8SS,drl, In[rudulp W4il 't ra :,rrv,tlr. (rr. inr.tnua'pn;) 8 Enter code from Ihs rudlons ATTORNEY _ 541100 C m*Psnieis mole. II Zo iewi,ale Duiu1e55 u.nnr., .nve t,lnnk. Employer 10 mumbo (EIN), if ury E oul"loss address (emlua,i,q su,te or room mo _ _ ? 2 11 STA'C@_ _ S'1' _vrp; 100 y ('11y, 141"11!20 I,ua? r11116C:l, ;,tale., :,nil ZIP,:,wrr. H_ARIU SBURGr PA 171() ? - ^ - - - - ? _ - - ? ? - - ? ? - - ` - - F Accounting method- (1) X Ca ;h (2) U kc.rval (3) FTUther (specify) ? G Did you 'materially participate' in Ili. o peration of this business durinr) ?0(23? If 'No,' see instructions for limit w In'cSRs .. , . y%j Yes No N If you started or acquired this. hu:;inr s dur ing 2008, check here ............. . . F#FKV ' Income . .. . ...... . . . .. . 1 1 Gross receipts or sales. Caution. Sri t the irnArmhoris and check the box if: • This income was reported to you n Feral W-2 arid the 'Statutory employee' lbox on that form was checked, or a You are a member of a qualified I i to self-employment tax. Also see ina n nt vratttuie? reporting only rental real estate income not subject ,ctions for limit on k14seF . 11-1:1 Z Ret d ll 1 89 752. urns an a owances .......... . ...... ............ . .. ........ .. .......... ..... ..... .. 2 3 Subtract line 2 from line I ........ . ............. ... ............ .. . ... . . ... . ... .............. . 3 84 752 , Cost o goods :,old (from tine 42 rn) ) a c)t! ?) ... .. , . , . , .. .............. . ....... . ........ . ... . .. 4 5 Gross profit. ` tib(tacl line 4 frt)ntl bn 3 . ............................... , . , , , , ........ , ............ 5 84,752. 6 Other income, including federal and M ate tl%rwline or fuel lax crmdit or refund _ (see instructions) ................. 6 7 Gross income. Add lines 5 and 6 .... .................... .... . • ... • .......... ............. ? 7 84 752. t .'?% . = Expenses. Enter expt?ns fi,r t,usinrtys uye of your home only on lino 30. 8 A(tv(:rli,,itx) .. , ... , .. _ - 18 Officer expense . . . . ._.... . ...... ...^ 18 9 Car arid truck expenses 19 Pension and profit-sharing plans • , . • .. • .. 19 (see irlstrtrctions) .............. 20 Rent or lease (see instructions): ,;`,:'??•. 10 Commissions and tees, ......... 1 a Vehicles, mach4vey, and ecluipmont , .. , . 20a 11 Contract labor b Other business property , ,,,, , , , ,, , , , , , , , 20b (see instructions) .............. 11 21 Repairs and maintenance ............... 21.1 - 12 Deplelion .. . ..... . . . . ....... . . } 22 Supplies (not it mhxJetl in Part lit) , .. , .. , 22 13 Depreciation and section 179 d 23 Taxes and licenses ............... ..... 23 expense eduction (not included in Part 111) 24 Travel, morals, and entertainment: (stn tnsfnx:liorrs) .............. 1 a Travel ....... ......... 24a 10,800. 14 Employee beriehl prexJ reins (olhtrr tlmin on lirt" 19) ......... 7 _ 15 Insurance (other than stealth) ... 1 ,.-: 16 Inte lush a MoOtp(le (paid to banks, etc) ... , .... l Ea b Other .............. .......... 'I b 17 Legal & professional services ... 1 28 Total expenses before expenses tot n 29 Tentative profit or (loss). Subtract lit . 30 Expenses for bLISrnesS use of your t n 31 Net profit or Voss). Subtract line 30 r b Deductible nio?ils arld enlertoinrrlent (see instructions) ....... . . . ............. 244 25 USilitin% .. ... . ................ . . .. . .. 25 26 Wages (less employment credits) ........ 26 27 Other expenses (from line 48 on page 2) . .... . . . ..................... 27 1 irIN >: tr,:6 of tiorne. Add Irises 8 lhrot.lgh 27 ........................ IPI 28 front lint? 7 ............... ...... ............................... 1e. Attach Forr18829 ....................... ,,, .. ............ in line 29. e If a profit, enter on both Form 104 , tine 12, and Schedule SE, line 2 or on t=orts 1040NR, line 13 if you checked the ox on lino 1, sea instructions). Estates and trusts, eater on Form 1041, line 3. e If a loss, you must go to line 32. 32 If you suave :a IosG, chock the brix lh:• t describes your Investment In this activity (sae instrctions). • If you clxccked 32a, enter the loss on bath F'ortn 1040, line 12, anti Schedule SE, line 2, or on Form i040NR, line 13 (if you chwrked the. ox on lint: I, !U a 111e lure 31 instructions). Estates and trusts, enter on Fonn 1041, line 3. • If ynu clx:cked 391), yoll must atla ,:h Form 6198. Your loss fray be limited. r - - BAA For Paperwork Reduction Act Noti e, sae Form 1040 Instructions. hlx7.0112 11120108 32 a 2 c 32b i Sr *0tile C 73.952. 73,952. investment is risk. me investment I at (isk, Form 1040) 2008 1, :bb U11211'10 D Ld L L L L M M$ MD Md M 44 PAGE 08 ScrledUle G (Form 1040)10ud LISA M MA't'111311T'I, I ;, 185.66.-3431 1 Paue 2 fart llf: .... Cost of Goods Sold (g ee Irislrtlctlurls) 33 Method(s) lased to valun elneing invr. _ tniy- a U t;ost b n Lower of roct or nl?rket c n Other (attach rxplan:ilron - 34 W is there any change 111 dt, lCl'1111111n It 'Yes re attach ' explanation n quarxitic?,, 1?ar;ts, (.11 v:,lurrt'ris between opening and closing inventory? , . . . . . . . . ,1 j , . • . ' ' . • , • , ' , ' ' - • ' .. • ' . . . . . . . . . . . . . . . . Yes F] No 35 Inventory at beginning of year. If diff attach explanation ... 1rr:rd from Irst ye.-w's closing inventory, ............. ....... ................... ............................. 35 36 Purchases less r.ost Iif Rom., Willidr: ri f1,r polsom-.11 us:r; ........ , 36 37 Cost nl tatioi. 1)o riul rnr lwfo arty art nunD; paid In yourr:elf.. ........ . ...... ....... .. . ... 37 30 M41ii-i-Asand 5upplirs............ ..... .............. ................ 38 39 rather costs .. ................... ............................... ... ...... ........... ....... . . . . . . 39 40 Add lines :15 tlwnrlN :39........... 40 41 loverrtory at erK.I of year .. ...... ..................................................................... 41 42 Cost of oods sold, Subtract line 41 front line 40. Enter the result here and on page 1, lirte 4 . . . ...... . ...... 42 P, _V9 Information on Your ehicle. (:ntnpI(4A this pail only it you are claiming car or thick expartSps on line 9 a are not required to file Form 4562 f r this business. See tha instructions for line 13 to find out if you must file Form 4562. 43 Mien did you place your vehir..le in %' ,.rvice for busQN9ss purposes? (month, day, year) • 44 Of the total number of roils you dir., a your vehicle dtrring 2008, enter the number of miles you used your vehicle for a Business - - - - - - - - - - - b Commuting (see instructions) cotter 45 Was your vehicle available for peke at trse during off -duty hotrrs? .................................................... C] Yes C] No 46 Do ymi (or yourspouse) have snot r vehicle available for personal use? ........ .. . . . ... . . . . . . . . . . . . .... . .. . . . . ? Yet n No 47a Do you have evidence to support yvi r derltrr.•.tion? ....... ............................................... nYss n No b If 'Yes,' is the evidenro written? ... ......................... .. ... Yes n No _ Other. EList low business expenses not included on lines 8-26 or line 30. . ------- ---I---'------------- •-------- .. . ...--•-- - . -....r.._.I.. .... 48 Total other oxpenses. Enter here aril on page 1. line 27 .................................................. 1 48 1 iellydufo C 1040) 2008 FrA70112 1 U'20rt16 MG 01/21/'10 0 Ld L L L L M M$ Ma Md M 4-04 PRGE 0G S,Chodtila I- (I orM 1040) 90013 Alt•1thnlr:nl `1, t lietw;e No. 13 ?... • - Page 2 _ Mome('•1 '•Iwrwn nn n;lurn DO not c+,tts oasiw. aid nt iol ecpuly ilanbrr of :Junvu on Pog4 1, Your social security rim"ber LISA M MATUKAITTt; 185-F6-.3438 Caution: Itie If t',, com arcs 11nnuillS re r d t1>1 otit I;-ix return with arngunl5 shown on °x:hecklte s K-1. P Ilj;' ; Income or Loss From P r tnerships and S Corporations Note. If you ri t)t)rt a Irsss from 3n ?t-risk ?r v ity for which any arrKitint +-, not al risk, you must check the box in colt,au) (e) on line 2 8 and :attach Form 6198. See tnsbucbons, 27 Air! you repotting any loss nrd utinwrt. i loss from a passive activity (it that Ins n a prior yoar dup. to file at-risk or b:isls limitation, a prior year unattowed was cwt reported on 1 orrrr 81)82), or tmroirrlbursed pannomf up expenses? ..... ElY i s © No if you answered Yo s,' se ! instructionf, hi,-)(ire cor plain this .Pcti0n• (b) Enter P (c) Check it (d) Employer for partnership- (e) Check if 28 (a) Na 1 e , foreign Wentificatlon for ti any amount or pnraGnn partnership number is not at risk A r-:t.1HEN MATUKArTTS WX F - 7.0-85')1861 - Passive Income at - Loss No ssive income and Loss - (Q Pwi-,ive loss allowed (attach Font% 8582 If re uired) (q) Passive irlcoirwe (h) Nonpossive loss (1) Section 179 (D m Schedule K-1 expense dedut??t?ttp?n rr firom Schedule K•1 it _ onpa sive orne from q e from frorm,56Z Se eduls K-1 A __.. .. 0. , 29a I oia 17 7 b totals .............. 30 Add colrxnr>t (q) Arkf () of line 29a . .................. • , • . • .. , . , ...... ................. 30 0. 31 Add color mts (f)• (h), and (i) of ling p) i ... ...................... • ... • ............................... • ... 31 32 Total partnership and S corporation i come or post). Combine lines 30 and 31. F.nter [lie result here and include in the total on line 41 below .. ............. • .. 32 0 Income or LOSS From E tates and Trusts 33 _ (a) Name .. (b) Er to et 10 no,._ _ Passiv Income and Loss No" passive Irtconme a Loss (c) Passive reduction or oss allowed (d) Pn i:;ive income (e) Deduction tx loss (t) 0 f K her itunite l 1 d K h (attach rForm 8582 it equired) from Schedule K•1 rom from Schedule -1 u e - Sc e A-' F 34 a Totals .................. • ........ . • , E ' b Totals ............... . . ........ ..... .... - 35 Add columns (d) and (f) cif linn 34s, ......................... ...... • .......... , ...... , ......... 35 36 Add columns (c) and (o) of line .141) .. ............................................. . . . . . . . ............... 36 37 Total estate and trust income orOases . Combine lines 35 and 36. Enter the ic-: tjl1 here :and incltKfe to the total on t1c 41 below ................... • .. , .................... • ... • ....... $7 Income Or Loss From Re al Estate Mortgage Investment Conduits (REM) s W Residua l Hold r 38 (a) Name - (b) Employer identification numbilt ic) EIM3 inclosi O Taxable incorne teem hodufe><'+, (met loss from tine Ih les i t t h d 2 S (G) l Scb come from s Q, fine 3b u c (see ns ruc ions e c line . 39 combing colt,xrurS d aW e) only, En ter the insult hefe and include to tho total on line 41 below .......... • .. 39 ? Summary .. _ me or (1055) bunt 40 Net farm rental inc _.... ... ..., . . _ complete ling 42 below ......... • . .................. arm 4835. Also 40 ... . , 41 Total income orQoas). Combine lines 6, 32, 37, 39, ;and 40. Enter the result here and on ` Form 1040, lint 7, or rotrn 104MR, I ne 18 .................... ........................ .. • ..... 41 0. 42 Reconciliation of farming and Ashinq come. Enter your grass Lfl nyirni 1U ?; +, • •' H'; ; " ' ,?'; • : j. and fishing income reported Ut1 Form 4 ri5), 31% line /; Schedule K•1 (Form box 14, rode R• Schedule K 1 (Form 1 (Form 1(A 1), line, 14, ende F (see mstr 205), Mx 17, rtxte T: and t=ichedulo K-1 ,rtions) ... . ........................ 42 43 Reconciliation for real estate prafessi nals. It you were a real rst:,te : ? ;;;;' r:' :.•. ?;?:?, t; ? lh't °'?t professional (ate instructions), ni'+tet It . net income or (10,5) you rrrpurfed anywhere on Form 1040 or Form 1040 1 OR from all rental real estate activities in wlnt:Ir ytxt rnatertcal participated Uri k•tr dw Luassive activity loss ruins . • , ...... 43 SAA ronzro2 06/04/o8 Schr`dtrlp E (F m 1040) 2008 13:5? 01/21/110 D Ld L L L L M M$ MD Md M 4-04 PAGE 10 SCHEDULE SE l7AAa N . 1545. o014 (Form 1040) Self-Employment Tax 8 - I)rp,1rUr1w1l of IN! r,rnr:ury o Intrtn:rl Arw?nue 3rrvirs ? Attic to Fom>I 1040. 9, See Instructions for Schedula SE Form 1040. AN v ern Name ut uerson wdh sNl-4nq?IoyrnaN..w:onle U IS Shown m Mfmn 104U) Social security fit»?rUer of 11rrsixr LISA M- MA'f.'UKA1'1'1S??_ wlthseif-employmentincome ? -66-"Who Must Fite Schedule SE You rntiSt fill-. :;r;hedule :it rl • You had net earnings from self employe Long Schedule SE) of $400 or more, or • You had church employee income of .$1 order is not church employee income (s Note. Ivim it ytiu had A tire;:; fir a srliMl arm hillier 'optic)nil rile:trout' in Pail II of t emir S( Exception. If your only self employment inc practitioner and you filed Form 4361 and re write 'Exempt - Fbrm 4361' on Form 1040. from other than chllwh tirli ik)yee Income (line 4 of Short Schedule SE or hna 4c 28 or ntoro. Incorlio from ;atvit;e5 you performed as a minister or a member of a let 9 instructions). t of inrorne from self emrloyllient, it may ba to your benefit t0 file SOiedule SE and Mule SE (>;ee instructions). e was front earnings as a minister, rritrrnber of a religious order, or Christian Scienc led IRS approval not to be Mitc l on tlxise, e<1rni1vjs, do not file Schedule UE. Inslea , e 57. May I Use Short Schedule SE or st 1 Use Long Schedule SE? Note. Use this flowchart only if you must ti It 'Schedule ;aE. If unsure, see lMlo Must Fila Schedule SE, above. Did you receive wages or tips in 2108' ?------? No .? [Are you a minister, rnernb?r of <? it-rlilpour order, or h:;li.tn Sr once practitioner who received IRS approval ut to be taxed oil earnings front these s ur'ces, but you we sett employment tax on other earnings? _ Are you using one of the optional Ittctltod to figure your net oinsling." (%cc instructions)? Did you receive church employee incorne reported on Form W.2 of $108.2$ or more? - You may use Short Schedule S E' below WAS IIV tr)tnl of your wage, and tips subject In sOciol security or railroad retirement ((ier 1) tax plus your rt earnings from self-employment more than $102,000? -- ?No EDild ou receive tips subject to social socurit or at yt tu d1d not report to your employor. I No Did you repurt any wages on Form 13919, tlncollecied Social Security -and Medicare Tax on Wages? You must use Lona Schedut• SE on Section A - Short Schedule SE. C aution. Read above to see it you can use Short Schedule SE. 1 a Net f%)rrri profit or tlri%%) hom Schtnhilr F, limo 36, :.)fill f>urn partner..;Np%, SO)edule K-1 (Form 1065), - ix)x 14,codt) A .......... ... ...... .................................................................... li b If you received social security retitvrrr fit or disability benefits, entire the arnount of Conservation Reserve I'rograrn payments included un Scln?( ile F, tine 6b, o? listed tin Schodule K-1 (Fuirn 1065), box 20, code X .. . . . .. . ... ........ . .. .......... ................... ... .. ... ......... 1b 2 Net profit or (k?;;;) tinier 3IJleih,le C, f )e ;11; Sichetlt?lP C-1•'1, line. 3; `(:hkdtAe K•1 (Form MRS), Wilt 14, rode A (olhor than farming); and Schedule - I (Form 1065-D), box 9, code A. Ministers and members of religious ordm%, see instrs for types of income o report on this line. See in%tr<s for other income to report .............. 2 73.952. 3 tombim,Ins 1a, tb 6r 2 . .. ......... ................................................................... 3 ..... _•• 73 952 , r 4 Net earnings from self-employment. ultiply line 3 by 92.35. (.9235). If less than $400, do not file this schedule; you (lo not nw,* calf-ern loym ertt (,;ix > 4 68 295. 5 Self-employment tax. If the antoelnt o line 4 is: • $102,000 or less, multiply, line 4 by 5.3% (.153). Fillet tho a cull here and on Fort" 1040, line 57. • More than $102 000 multiply line 4 y 2 9% ( 0'29) Than add $12 648 to the result Enter the 5 10, 449. . , total hore and on Fonn 1040 line 54 . . . , . . , . 6 Deduction for one-half of self-en) play ent tax. Multiply line 5 by 90% (5). Enter the result here and on Form 109 0 , line 27 . ? 6 h L125. , , •?;?.eel BAA For Paperwork Reduction Act Notice see Form 1040 Instructions. PDIAI roe 09/04MB Sc hedule $E ( r m 1040) 2008 13:5? 01/21/'10 Folrn 2441 (,Iry?rlovint o11tte Irg3gpry Intoner Pcvcnra Service 1 DLdLLL Naomi-) nJioval on shoo LISA M MATUKAITIS M 1 Persons or Organizal (it you have more 11tan two 1 (a) Care provider's name T.ONDONf1.miy SCHUUL L M M$ MD Md M 4-04 PAGE 11 Child and Dependent Care Expenses CM8 r:1a5-OU14 * Attach to Form 1040 or Form 1040NR. 408 See separate instrurtlons. No. 21 + Y011r will S"Urity rMM r 1115-66-.3438 is Who Provided the Care You rnusi cornplete this part. e providers, sce lho nlsUu+;Uons.) -- (b) Address (c) Idenf hyoid no. (d) mount pail (no,, street, apt rio- 6(y, state, and ZIP code) (SSN or EIN) (se instructions) 1800 BAMBERGER RD"' HARRISBURG PA 17110. 23-1743706 6,4 0.. - --------------- L Did you err„eve - No - to Complete rally Part II Belo . dependent care enefits3 - Yee -?-?--? Complete Part III on papa next. Caution. If the care was provided in your Wine, you may owe employlvol t taxes. See the instructions for Form 1040. lino 60, or F rrn 1040NR, tine 56. Z irttormation about your qualtt II?49 Pe son(s)., If you have more than two qualifying orsons, seethe instruction%._ _ (a) Qualifying person's name (b) Ou liyipg person's sn6A f Secunty number First Last F,T11AN COURN BENNET,r 3 Add the amounts in cotunm (c) of line ?. tat, not enter more thin $3.000 for noe quslifying person or $6,000 for two or more pemorr- If you temp rtlnd Part III, enter the am01.1111. from till .1$ ........................... 3 4 F_nter your earned income. Sco instrt :lirxis ..... ................ 4 5 If nkrrried filing joirtiity, enter your sp use's eanved income (if your spouse was a student or was disabled, see the instructions): all others, enter the anwunt from line 4 ......... .. .. . -.5- 6 Enter Itie smallest of line. 3, 4, or 5 . .............................. .. ..... ........................... 6 7 Enter the amount from Form 1040, lie r. 3R, or rrwitl 1040M. line 36 ...... , ..... 7 6816'11.:'. 8 titer un line 8 the declnial amounts if line 7 is: But no Over over $0- 15,000 15,000- 17,000 17,000- 191000 19,000 - 21,000 21,000- P3,000 23,(100- 25,000 25,000 - 27.000 27,000 •- 29,000 Wow that applies to the amount nn tine 7 r t< ,; It line 7 is: ,.. Decimal Skit not Decimal V •, amount is _ Over over tmwunt is .35 $29,000 - 31,000 .27 .34 31,000- 33,000 .26 .33 33,000- 35,000 .25 a X .32 35,000- 37,000 34 .31 37,000 - 39,000 .23 ;;..1 .30 '59.000- 41,000 .22 .29 41.000 , 43,000 .21 ' `•'•' r: .2.8 43,000- No lirnit .20 9 Multiply line 6 by the decimal amrorlt tin Ilse 8. It you paid 2007 expanses in 2008, see the instructions ....... s_ 10 F.rller the amount from Form 1040, Ur a 46, or Form 1040NR, line 43 ............ [10 L 7r 116. 11 F.nte? the amount from Form 1040, lir a 47, or Form I0411114R, line 44 ............ 11 _ 12 Subtract tine 11 from line 10. It zero r loss, stop. You cannot take the credit ... , , , 12 13 Credit for child and dependent care xpenses. Enter the smaller of lino: 9 or bne 12 here and on Form 1040, lino 48 to Fn m 104MR, line 45 ...................... 13 BAA For Paperwork Reduction Act Notice` see separate Instructions. Qualified ense$ YOU A and pain i1t or the person n column (a) 3,200. 3,200. 6 00 72? _ 000. .20 7.606. 1,200. 2441(POOB) H11A3212 11 /09105 13:58 01/21/'10 D Ld L L L L M M$ MD Md M 4-04 roini2441 (2008) LISA M MATUK ITIS, 1135-6ti-393E PDependent Care Benefit 14 Enter tie total almiunt of dependent are tmnefits you received in 2008. Amounts you received as an erriployNe; Shexild he -.,Wwn in Crux 1t) ut your I'nrrn(:;) W-?, Do not include amounts reported as wages in box 1 of Form(s) W-2. If you were • elf•c-inployed or a partner, inchuh3., anitsunlx you received under ,a dependent care assistance program r om your sole proprietorship or partnership ..................... 14 15 Grster l1w. amount, if any, you carriod ')vNr ftorn 2007 .slit u:;Nd in 2W8 during (tie grace period. occ, instructions ................... ......................................... .. 15 16 Enter the amount, it any, you fortelteq or carried forward to 2009. See instructions ......................... . 17 (ornbine lutes 14 ttrrotklh 16. ritit±rw- lnubonr; 17 18 Enter the total amount of qualified ex enses incurred in 2008 for the care of the qualifying person(5) .......... ...................... ............ .....! 18 19 Friler It,*. smaller of link 17 or 18 ... . . .. . ................................. . . . 19 20 Enter your earned income. ;%ee ur?.tit ;lions .... ...... .. ............ 20 21 Enter the :amount shown below Ithat a,)plies to you. • If ina rind filing jointly, enter your :; rnr;c?'ti earned iru:nme (if your ;prnr.::e war, a student or war, dir"Ir 3d, Sec tI instrlx:tions for line. 5), * It married filing sepa(ately, See Ute inslrucUuns for tine articltalt k) enter. • All others, enter the amount from fir a 20. 21 ,'. 23 Enter the amount from line 14 that t ve I received from your sole proprietorship or partnership. If you did not receive any steep aniou alts, enter -0 . II . , ....... . X23 24 Subtract tiro: 23 from lira: 17 ...... ............. . ..........................l 24 .1. .... _ .. +:. 25 Enter $,5,00r) ($2,50171 it irlsrrit-0 hhnrl :.elmminly and you we':in iequiwd its eiiwr ycsur spotise; y N.uneetl rncun?e Oil) line 21) .. . . . . . . . . . . . . .................................................... 25 .. 26 Deductible benefits. Enter the smallest of line 22, 23, or 25. Also, incline this amount on the appropriate line(s) of your return. See irnUunarar. . 26 27 Enter the smaller of line 22 or 25 Z7 <?'?. .............. [ 28 Enter the amount from ling 26 ..... • • 28 ?,,•" 29 Excluded benefits. Sohtrrx:t line 28 f rim line 27. If zero or less, enter •0• ................................... 29 30 Taxable benefits. Subtract line 29 fr line 24, It zero pr less, mriler •0• Alin, in;iexte; INS srnotnt on Form 1040, line 7, or Form 1040NR, line 8.10n the dotted line next to rrorn 1040, line /, or Form 1040NR, line 8, enter V'8 ...................... ... ... To cfFiirn this Child and d0pprxl(!nt Cure credit, complete; (it1As 31 tivotigh 35 below. 31 Enter $3,000 ($6,000 if two or more ualifying persons) ................................................... 31 32 Add lines 26 and 29 .. ............. .................................................................... 32 33 +ublr:.iet line 32 from lino 31. If zero ( It s s, stop. You rannot take the credit. Exiception, If you paid 2007 e)ifsenses it) 2008, see tux: for line 9 • • , . .. ........ ... . . . . .. 33 34 C(implr%te tine 2 on patio I of this torn 1. Do not include in column (c) any benotits :shown an line 32 above. Then, add the amounts in column (c) and enter the total here .............................................. 34 35 Enter the smatter of Irrce. :3:3 or 34. At. o, enter 114% airerpHtt run Win 3 ore page 1 (it this form and rarnnloto IIItPS 4 tlvot,sith 13 ....... ...................................... - 35 PAGE 12 Pime 2 2441(2008) FD1A3212 111Oa= 13:59 011211110 D Ld L L L L M M$ MD Md M 4-04 RIcovery Rebate Credit Worksheet r Keep for your records Name(s) :;town s)n Return 1JSA M MATUKA[TT S Before you begin: • See the printed inrtrt • If you received Nolic( StirnedUS payment, wl you can find the ar11o 1 Can OU, or your spous X No. Go to line I Yes. You canno 2 Does your lax return rni spouse? I I Yes. Skip lines No. Go to line 3 3 Are you filing a joust rr, H Yes. Co to line No. You cannot 4 Were either you or your Yes. Go to line. H No. You carlrlot 5 Enter the amount from 6 Enter the amount from 7 Add lines 5 and 6 .... . 8 Enter $600 ($1,200 if n 9 Enter the smaller of lirr 10 Is the amount on tine 9 F x l Yes. If you have number` on For least one qualifl Forrn 8901, go t line 9 on line %:' Q No. If line 7 is rl 11 Is your gross income" a Program calculated b Adjustment to gross C Gross inconle .. . • Single us, married fdi • Married filing jointly • Head of houschold • Qualifying widower Q No. Go to line I Yes. Skip lines 12 Enter the amount frorn 13 Enter the amount of ar received in 2008..... . 14 A,7u filing Forr'rr l3H Yes. Skip line 1. No. Go to line 1 ! 15 Are you filing form I- methods to figure your employee or inember r f Yes. Fill out 9- from line R of It No. 03o to line I r 2008 Social Sycuxily Nixnbor 185-66-3438 ctions for Form 1040, line 10 to find ot.rt if you can take this credit. 1378, have it Ovailable. the notice shows the amount of your economic ich you will need to fill in line 28 below. If you do not have Notice 1378, int of your econoric stimulus payment on www. irs.gov. if filing a joint return, be clairned as a dependent on another person's re lake the credit, Stop here. ude a valid social security number for you and, if filing a joint return, your and 4 and rho to line 5. for 2008? the credit. Stop hero. ,se a mernber of the U.S. Armed Forces at any time during 2008? ike the credit. Stop here, orm 1040, line 56 ............... . ......................... . orm 1040, line 2 .............................. . .......... . 406. 2, 00 ... ................................................. ... 6, 4 ^ arried filing jointly) . ....................................... r 7 or line 8 .............. .... .............................. E at least $300 ($600 if rnarried filing jnintly)? at least one qualifying child for whom you entered a valid social security 11040, line 6c, column (2), and checked the bnx in column (4), or have at my child with a valid social security number' for whom you completed line 11. Otherwise, skip lines 11 through 21 and enter the amount from rare than zero, go to line 11. Otherwise, Skip line 11 and go to line 12. rlorc than the amount shown below for your filing staters? ross income . ......................... 84.752. - _.841752. ig separately -- $8,950 -$]/.900 $11,500 --$14.400 12 through 18 and go to line 19. Form 1040, line 20a ........................ ................. r nontaxahle veterans' di mbility or death benefits you Fnter on brie 16 the amount from Form 8812, line 4a. 5 or 2555-F_Z to exclude foreign earned income, or using one of the optional net earnings from self ernployinent on Schedule SE, or are you a church the clergy? Earned Income Worksheet in Pub. 972 and enter on line 16 the amount it worksheet. P( 13 13:59 01/21/110 D Ld L L L L M M$ MD Md M 4-04 r.iSA1 M MA'1'UKAr,rr:; 18.5-66-39_38 P gi 16 Earned income. If you did not alrr..ndy t,-ntrr an amount on this, line as instructed on lines 14 or 15, ccoip ote Worksheet B on page 51 in the printed instructions and enter the amount fr m Worksheet B, line 4b. (If you (or your spouse, if filing jointly) had nontaxable .omhat pay, did not file Form 8812, and did riot enter :in amount on Form 1040, lino 64b, add your (,and your spouse's) nontaxable combat piJy 10 the 311110 1.111t on this line.) a Program calculated arned income ....... .. . , .. , , . b Adjustment to earned income ............. c Earned income . .. ...................... .. .... ...... .... ........ 17 Qualifying income. Arf linex 12, 13 and 16 ........................................ . . 18 Is lino 17 at least $:1,00 ? F]No. Skip lines 1 thror,f)h 21 ;arid enter the amount from line 9 on line 22. Yes. C;o to line 19. 19 Enter $300 ($600 if ma ned filing jointly) .............. 20 Enter ttte larger of line or line 19 . .............. ................................... 60). 21 Multiply $300 by the nu Tiber of rwalifying children for whom you entered a valid !,octal security number* on; • Form 1040, line 6c, olurrin (2), and checked thr• box in column (4), or • Form 8901, colurnn b) .................. ..... ................................... J20 22 Add lines 20 and 21 ............................... . .... . . ........................... 1 23 Enter the amount from orm 1040, line 38 ................ ...... , ................ 68 4 Fnter x75,000 ($150,f.1t:) rf rmarried filin{1 j0irtlly) ...........]5 ................. 25 Is the amount on line 2 more than the amount on line 24? X No. Skip line l6 Filter the amount from line 22 on line 27 below, f Yes. Subtract lie c! 24 from line 23 ....... ......... .. .. . ... . . . . ..... ...... . 26 Multiply line 2!i by 5% .05) .................... .. ....................... 27 Subtract line 26 from lit r. 22. If zero or less, enter 0 (zero) ..... . .... . . ..... ........ 28 Enter the amount, if an , of the economic *11imulus payment you received (before offset) as shown on N0 ice 1378 or www.irs.gov. It you received more than one payment, enter llte trit2 of all payrnents you received as shown on all Notices 1378 or on www.irs.yu. If filing a joint return, include your spouse's payment as shown on your spouse's Notice 1378 or on www,its.gov, If you filed a joint return for 2007 an received an econoric stimulus payment, you and your spouse are each t eated as having received half of the payment ................ 29 Recovery rebate credi . Subtract line 28 from line 21. If zero or less, enter -0• (zero). Enter the re. ult here and, if more than zero, on Form 1040, lino 70. If you entered art amou it on line 13 Move, enter "VA" on the dotted line to the left of Form 1040, h )e M. If you (or your spouse, if filing jointly) had nontaxable combat pay, did riot file Form 8812, and did not enter an amount on Form 1040, line (Ab, el fer "NCP" to the Icft of Form 1040, line 70. If line 28 is more than line 27, Y. a do not have to pay back the difference........ . 11"o PAGE 14 2 • A valid social security r umber is not required for a qualifying child if you filed a joint return AND either you or your spots •e was a member of the U.S. Armed Forces at any time during 2008. ** Your gross income incl ides the total of the following amounts: Form 1040, lines 7, 8a, 9a, 10, 11, 13 (if you were n,of reclr Tired to file Schedule G), 15b, 16b, 19, 24b, and 21 (excluding any negative amounts); Schedule C, line 7; Schedule C-F7., line 1; Sc Iledule E, lines 3 and 4; Schedule F. line 11; Form 48.95, line 7; Sc dule K-1 (Form 1065), box 14, nodes 8 and C; Schedule K-1 (For'nt 1065-B) box 9, code K-2; Scher ule K-1 (Form 11203), box 14, code B. But do not include un this lime any amount for which you c aimed the foreign earned income exclusion or the housing exclusion on Form 2555 or 2555-EZ. Your gross income .its includes the total of all gains from Schedule D, lines 1, 8, and 13; Schedule D-1, lines 1 and 8; Fort 14684, line 14, and column (c) of lines 35 and 40; Form 4797, lines 2, 10, and 30; Form 6252, lin s 24 and 35; Form 6781, lines 1 and 12; Lorin 8824, lines 14, ?_3, 35, and 3 and Form 2439, line 1' .taut subtract from this total any section 1202 exclusion, any section 1045, o =;ertion 13978 rollover, any exclusion of grain from DC tone assets or qualified cornmunrly ;assets, and any section 121 e Clusion shown pn --chndulr 0 or Form 4797. 14.00 01121' 10 D Ld L L L L M M$ MD Md M 4-04 1,1,iA M MA'1OKAITIS 1l3!5-66-343 Note, BOSed <m [tie infor? nation on Your 2007 tax return, the estimated amount of rebate that you received was, Hasic Credit ......... . ........... ..................... Child Credit . . . . . . . . . . .. ......................... . ................ Reduction Due to Adis .ted Gross Income Limitation _ ...Total Estimated Reba a ....................... ................. ... ............. . PAGE 15 3 14:00 01/21/'10 Forin 1040 Line 52 D Ld L L L L M M$ MD Md M 4-04 Child Tax Credit Worksheet Keep tot your records. PAGE 16 W.,nrt m+ Shown un Rrlunl _`. SC><:WI •:m-rnry Ntnn1>?;r 1,18A M MATUKAITI:; 1.85-66-3438 Before you begin: ? Fitperea IN!- irnount of residential energy efficient property ctedet, mortgage irilor?st cre+ulif, ur the D i,trirt of Columbia f rst time hornebtyer r;rt flit yru, Air; Clainiinit. Cautiont To he a qualifying child for the child tax credit, the child must be under age 17 at the end of 2008 and meet the other requirements listed below. f' p, t. l 1 Nunilmi of qu.,hfyiexj c •ntdrarl' 2 x 1,000. Enter the result .. - _ _ 1 - 2 t 400 - 2 Enter the amount from Form 1040, line 3A; Form 1040A line 22; or Form 1040 , Ft, tint) 36 ........ . ............. 2 68,671. 3 1040 filers: Enter the WIN of any - • Fxrlusign of income from Puerto Rico, and • Amounts frorn frxrrr ?'M, liner, 45 and 50; _ 3 0 Form 1555-E:7., line? 8; kind form 4563, line 11). , - 1040A an d 1040NR fit rs; Enter •0 . _ 4 Add her, 2 and :3. Ent .i the total . 4 68 c 611 5 Enter the amount sho _ _ _ wn below for your fililyl status. • Married filing jointly - $110,000 - • Sintjh, nd of hou chold, or qualifying 5 75 000 c widow(er) - $75,00 _ - - • •• • Married filing sepia Eel - $bh,000 - 6 Is the amount on line more than (lip ninount on line 5? r1 F1 Leave line 6 blank. Enter -0- on lime 7. Yes. SutiWv.-1 line . 5 from line 4 .......... . ... . . . . . . _ .... 6 If IN, result is not _ multiple of $1,000, increase it to the next rllultiflle of $1 ,000. For example, inmease $425 to $1,000, iricreas? 1 1,025 to $2,000, etc. 7 Multiply the artH)kiril or -- line .6 by 596 (.05) Enter llu; result . . . ... ........................... 7 - 0. 8 Is the .amount on line more than the amount on line 7? You ca E] No. 33; or nnot take the cluld tax Credit on Form 1040, line 52; Form 1040A, title orrn 104ONR, line 47. You also cannot lake the additional child tax credit en Form 1040, line 66; Form 1040A, line 41; or Form 104ONR, lime 61. Compl ete the iest of your Four 1040, 1040A, or re>tm 104ONR. X Yes. Siilitract tin 7 from tare 1, F.rilei lho result. Go to Part 2 ........... . ............... $ 2,000. rt I; 9 Enter the arnnunl from roan 1040, line 46, Form 1040A, line 28, or Form 104ONR, line 43 .. 9 _ 7 606. 10 Add the amounts from - Form 1040 or Form 1 A or Form 104ONR Lint: 47 I.ine 44 Line 48 I.Irie 1 _ Line 45 + 1, Z00 . Line 49 Lirlrs 3 + Lira` 50 Line 3 _ • .. + Line 51 1 inf. 3 _ . Line 46 + Titer Ih? Infal 10 1,200. 11 Are you claiming any • Mortgage intaiesl r • Adoption credit, For • Residerrlr it enei,gy • Dislrirt of Columbia X No. Finer tho at Yes. Complete if 12 Subtract line 1 t from 13 Is lf'na ,,mount on line t^1 No. Enter the at Yes. Enter lho of TIP below. the following credits? slit, Form 8396 8839 ident property veakhl. Form 5695 rsl-liene homebuyer credit, Form 8859 runt from line 10, L ......... . Lin? 11 Worksheet to figure the ofroUnt to otter here. ie 9. Enter the result _ of this wiu ksheet more ltvin the arnounl on line 12? wilt from! line S. tint from fine 12. SNe the I_ This Is your Child tax credit- TIP: You may lif- alit a lei l;,ke the additional child tax credit on Form 1040, line 66; Form 100A, lit 41; or Form 104ONR, lines 61 only if you answered 'Yes' on line 13. . Fir ,t, cornple e, your Form 1040 through lint: 65, Form 1040A through line 40a, or Form 104ONf lhrotrgh lino 60. • Then, use F m 8812 to Ingure cariv additional child tax credit. 11 1 1.200 12 1 6.406. 13 1 2 Enter f ?is amount on Form line 52.• Form 1 Arse 33; or For 1 tUftlAMt One 47 1`01A2212 01!09109 14:0101/21/110 a Ld L L L L M M$ Ma Md M 4-04 PAGE 17 Forrn 1040 Student Loan interest Deduction Worksheet 2000 Line 33 ? Keep for your rr_corcis Narne(s) Shown on Return Social Security Numbe LISA M MATtil T iS 105-66-3438+ 1 Enter the total intere- t you paid in 2008 on gmilified student loans ......... ... 1 661. (see corm 1040 instrt ctions). 2 Enter the smelter of I ne 1 or $2.500 .. .. . .............. .................... 2 661. Modified AGI .... ... ............. .................. ... .................... , ... 3 ti fl 7 27 . Note' If line 3 is $70, 00 or more it single, head of household, or qualifying widow(er) or $145,0 or more if married filing jointly, stop here. You cannot take the deduction. 4 Enter, $55,000 if singe, head of lu)usehold, or qualifying widow(er); $115,000 if married fi ing jointly .................... ... 4 55 5 Subtract lime 4 from line 3. If zero or less, enter •0• here and (in line 7, skip line 6, and go on to line 8 ...................... ...................... . .... 5 13 6 Divide lime. 5 by $15,000 or $:30,000 if married filing jointly. Enter the, re5olt or, 1 lecimal (rounded to at least three places) ................. 6 0 7 Multiply line, 2 by line 6 ........................................................... 7 8 Student loan interest deduction. Subtract line 1 from line 2. Enter the result here and on rorm 10 0, line 31 Do not include this amount in figuring any other deduction on yo rr return (such as on `schedule A, C, E. otc.) ............. a Modified AGI is the amo nt frorn Form 1040, line 22, increased by any excludable income from Put Rico, or of bona fide residents of American Samoa, Guam, or the Commonwealth of the Northern Mariana Islands, and foreign earned incomeltiousing exclusion, and decreased by amounts on Form 1040, lines 2:3 thra h 32 and any write-in arnouni next to line 36, not including the Foreign housing deducti in on line A of the Other Adjustments to Income Smart Worksheet. 0. 5. M sszow?r ZAARON COHEN Plaintiff vs. LISA MATUKAITIS Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA L 2008-0046 CIVIL ACTION LAW IN CUSTODY ORDER OF COURT AND NOW, this 2 8?k day of 2008, upon consideration of the attached Custody Conciliation Report, it is orde ed and directed as follows: 1. The Mother, Lisa Matukaitis, and the Father, Aaron Cohen, shall have shared legal custody of Ethan Cohen, born July 18, 2000, and Bennett Cohen, born January 26, 2004. Major decisions concerning the Children including, but not necessarily limited to, their health, welfare, education, religious training and upbringing shall be made jointly by the parties after discussion and consultation with a view toward obtaining and following a harmonious policy in each Child's best interest. Neither party shall impair the other parry's rights to shared legal custody of the Children. Neither party shall attempt to alienate the affections .of the Children from the other party. Each party shall notify the other of any activity or circumstance concerning the Children that could reasonably be expected to be of concern to the other. Day to day decisions shall be the responsibility of the parent then having physical custody. With regard to any emergency decisions which must be made, the parent having physical custody of the Child at the time of the emergency shall be permitted to make any immediate decisions necessitated thereby. However, that parent shall inform the other of the emergency and consult with him or her as soon as possible. In accordance with 23 Pa.C.S.A. §5309, each party shall be entitled to complete and full information from any doctor, dentist, teacher, professional or authority and to have copies of any reports. or information given to either party as a parent as authorized by statute. 2. The Mother shall have primary physical custody of the Children. 3. The Father shall have partial physical custody of the Children on alternating weekends from Friday after school through Monday morning when the Father shall transport the Children to school. In addition, the Father shall have custody of the Children every week on Tuesday and Thursday from after school until 8:00 p.m. 4. Unless otherwise agreed between the parties, the Mother shall have custody of the Children for all major Jewish holidays, the Father shall have custody of the Children for all major Christian holidays and the parties shall equally share having custody for Thanksgiving, Spring break and July fourth, with the specific times and days for exchanges of custody to be arranged by agreement. The parent who has custody of the Children over the weekend immediately preceding Monday holidays shall retain custody of the Children for the holiday. S. Each parent shall be entitled to have custody of the Children for two (2) non-consecutive weeks each summer. The Mother's periods of vacation custody shall run from June 16 through June 22 and August 18 through August 24. The Father shall schedule his periods of vacation custody to run consecutively with the Mother's to avoid interruption with the Children's camp schedule. The Father shall provide notice to the Mother prior to the scheduling of the summer camp schedule each year. 6. The non-custodial parent shall be entitled to have reasonable telephone contact with the Children. Neither party shall contact the Children while in the other party's custody after 7.30 p.m. 7. The Father shall not contact the Mother's office. 8. The parties shall alternate taking responsibility for care of the Children on sick days. 9. The Mother may obtain the Children's passports and maintain them for future use. 10. In the event either parent intends to remove the Children from the Commonwealth of Pennsylvania for an overnight period or longer, that parent shall provide advance notice to the other party of the address and telephone number where the Children can be contacted. 11. All exchanges of custody which do not occur at the Children's school, shall take place at a public place to be determined on an ongoing basis. The parties shall conduct all exchanges of custody in a calm and civil manner to promote the emotional well-being of the Children. 12. Each party shall provide the other party with at least 24 hours advance notice of the need to cancel or change the custodial arrangements due to extraordinary circumstances. 13. The custodial parent shall ensure that the Children's homework is completed, that school lunches are provided, that clean bedding (for the youngest Child) is returned to school following weekends and that the Children are properly dressed for school. 14. Neither party shall do or say anything which may estrange the Children from the other parent, injure the opinion of the Children as to the other parent, or hamper the free and natural development of the Children's love and respect for the other parent. Both parties shall ensure that third parties having contact with the Children comply with this provision. 15. The parties shall limit all communications to each other to issues concerning the Children. 16. Counsel for either party or a party pro se may contact the conciliator to schedule an additional custody conciliation conference, if necessary, to establish a more detailed holiday custody schedule, if necessary, within six (6) months of this Order. r 17. This Order is entered. pursuant to an agreement of the Rarties at a custody conciliation conference. The parties may modify the provisions of this Order by mutual consent. In the absence of mutual consent, the terms of this Order shall control. BY THE COURT, J. cc: Darren J. Holst, Esquire - Counsel for Father Lisa Matukaitis - Mother EXHIBIT 9 AARON COHEN IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Plaintiff 2008-0046 CIVIL ACTION LAW vs. IN CUSTODY LISA MATUKAITIS = : A w Defendant = MOTHER'S PETITION FOR CONTEMPT, REQUEST FOR ENFORCEMENT OF PROTECTIVE CUSTODY PROVISIONS AND FOR AN ORDER REQUIRING FATHER TO UNDERGO PSYCHOLOGICAL AND CUSTODY EVALUATION Comes now, Lisa Matukaitis, Mother in the above-captioned case, and moves for contempt against Aaron Cohen, Father, and hereby requests the Court enforce the provisions of the Custody Order designed to protect Mother from abuse and enter a restraining order against Father, and requests Father undergo a psychological evaluation and custody evaluation and in support thereof states as follows: 1. Lisa Matukaitis ("Mother") is Mother of the parties' two children, E.G.C. age 9, and B.B.C., age 5. 2. On or about November 8, 2007, Mother filed for divorce against Aaron Cohen ("Father"). 3. Subsequently, Father filed the instant action, seeking partial custody of the parties' children. 4. At the time Father filed the instant action, he was residing at 1199 Highland Drive, Bloomsburg, Columbia County, Pennsylvania and continues to reside at that address. 1 5. At the time Father filed the instant action, Mother was residing with the parties' children in Camp Hill, Cumberland County, Pennsylvania, where she continues to reside with the parties' children. 6. At the time Father filed the instant action, Mother was, and is, the owner of Matukaitis Law LLC, and maintains a law office at 211 State Street, Suite 100, Harrisburg, Pennsylvania 17101. For purposes of running her office, she has two business phone numbers, 717-412-7759 and 717-514-3762. Mother is the sole economic supporter of the parties' children. 7. Father is a 38 year old attorney, admitted to practice law in Pennsylvania, Massachusetts, and Connecticut and resides with his parents in Bloomsburg, Pennsylvania. Upon information and belief, Father is either unemployed and/or works part-time as a substitute teacher, earning approximately $400 per month through this employment and rarely contributes to the economic support of the children. For instance, Mother received only $210.00 from Father over the past seven months for the care and custody of the children. 8. Prior to, and since the time of Father's custody petition, the children have been attending school in Camp Hill area. Currently, E.G.C. attends 4`h grade and B.B.C. attends afternoon kindergarten at the Camp Hill Borough School District. 9. On February 5, 2008, the parties attended custody conciliation. Father was represented by counsel, and Mother appeared pro se. 10. During the custody conciliation, Mother requested, and received, protective provisions in the Custody Order designed to limit Father's access to her based 2 on Father's history of emotional and psychological abuse of Mother throughout their marriage. It. The custody conciliator filed a summary report, indicating the parties were able to reach an agreement at the conference conditioned on Father providing a letter from his psychologist and psychiatrist confirming the Father's medications and his ability to provide care for the Children, to manage custodial exchanges in an appropriate manner and to contribute to the making of major decisions concerning the children. 12. This Court entered an Order dated February 28, 2008 13. Per the Order, Mother has primary physical custody of the Children. 14. Father has partial physical custody of the Children. Paragraph 3 of the Custody Order requires as follows: The Father shall have partial physical custody of the Children on alternating weekends from Friday after school through Monday morning when the Father shall transport the Children to school. In addition, the Father shall have custody of the Children every week on Tuesday and Thursday from after school until 8:00 p.m. 15. To date, Father has not moved to modify the Custody order and the Order cannot be changed absent mutual consent. See Paragraph 17 of the Order. As such, the February 28, 2008 is in full force and effect and has been since that time. 16. Mother seeks relief from this Court for Father's on-going and continuous violations of the following provisions of the February 28, 2008 custody order: a. Paragraph 6 of the Custody Order provides as follows: 3 The non-custodial parent shall be entitled to have reasonable telephone contact with the Children. Neither party shall contact the Children while in the other party's custody after 7:30 p.m. b. Paragraph 7 of the Custody Order requires as follows: The Father shall not contact the Mother's office. c. Paragraph 11 of the Custody Order provides as follows: All exchanges of custody which do not occur at the Children's school, shall take place at a public place to be determined on an ongoing basis. The parties shall conduct all exchanges of custody in a calm and civil manner to promote the emotional well-being of the children. d. Paragraph 13 of the custody Order requires as follows: Each party shall provide the other party with at least 24 hours advance notice of the need to cancel or change the custodial arrangements due to extraordinary circumstances. e. Paragraph 13 of the custody Order requires as follows: The custodial parent shall ensure that the Children's homework is completed, that school lunches are provided, that clean bedding (for the youngest Child) is returned to school following weekends and that the Children are properly dressed for school. f. Paragraph 15 of the custody Order requires as follows: The parties shall limit all communications to each other to issues concerning the children. 17. Father has violated Paragraphs 3 of the Order. For instance, Father regularly requires Mother to transport and pick up the Children in Pine Grove (a distance of over 90 miles roundtrip the Mother and children's residence in Camp Hill) at 6:00 p.m. on Sundays when Father has partial custody of the parties' children. Thus, Father fails to either pick up and/or return the children to school on Mondays as is required by Paragraph 3 of the Order. 4 18. Father fails to pick up the children on Tuesdays and Thursdays as is required by Paragraph 3 of the Order. Instead, he sometimes picks them up on Wednesdays and/or regularly changes plans and requests to pick up the children different days and with last minute notice, which is upsetting to the children. Additionally, Father regularly attempts to contact the children after 7:30 p.m. in violation of Paragraph 6 of the Order. For instance, on September 21, 2009, Mother requested the following of Father: "I am assuming you are taking the kids for visitation on Tuesday after the IST (Instructional Support Team meeting for the parties' child with special needs) meeting until 8:00 p.m. 1 need to know asap for scheduling purposes if you plan to exercise your visitation rights on Tuesdays and Thursdays from 3 to 8:00 p.m. as per the custody order. If this is not your plan, then please let me know what your plan is ASAP. As for phone calls, the custody order says no calls after 7:30 p.m. (as this is when they are preparing for their 8:00 p.m. bedtime)." 19. Father's articulated reason for violating Paragraph 3 of the Custody Order so is that he cannot afford to drive to Camp Hill twice a week. At the time the custody order was entered, Father was residing in Columbia County where he currently resides. 20. Additionally, in violation of Paragraph 12, Father fails to provide the Mother with 24 hours advance notice of the need to cancel or change the custodial arrangements due to extraordinary circumstances. In fact, Father has never articulated an "extraordinary circumstance" for failing to return the Children to school on Mondays. For instance: a. On Tuesday, October 20, 2008, Mother received the following communication from Father: Just a reminder you that I will be meeting you Friday at Pine Grove at 6pm to pick up the kids. 5 Mother: "No. The custody order states that you pick them up from school." Father: "So if you do not have them at PINE Grove by 6 I will petition for a change if the custody order if you are going to be unreasonable." Mother: "Wont be there. I have to work too. You can surely get them at aftercare by 600pm. Petition away Aaron. You got this order while you were living I'm bloom so there are no changed circumstances. Stop harassing me. 4 phone calls and 4 emails in less than 5 hours? Enough." Father: i am not harassing you. i wanted to talk to my kids per the order. "circumstances have changed", r u nuts? i will petition. i will also be petitioning for spousalsupport, so be ready for discovery early next week. b. Most recently, on Sunday, November 8, 2009, Father refused to return the children to school for Monday morning as is required by Paragraph 3 the Custody order because Mother would not drive to Pine Grove to meet him at 6:00 p.m. on Sunday, which is not required by the Custody Order. He Justified this failure by stating "since I will be working tomorrow to make money to pay child support, I cannot bring the kids to school tomorrow. Therefore they will be at your home tomorrow (Monday) evening around 5." At 3:23 p.m. Father sent Mother an email, which included the following: "You are the ultimate emasculation machine." "You do what you do, I can't do anything about the fact that they live with an angry woman who has no self-awareness whatever." At 3:25 p.m., Father sent Mother another email, which included the following: 6 "You are a small petty woman who puts her own pride in front of the best interests of her children." Then, Father threatened to move the custody to Columbia/Montour County and left voice mail messages at 10:35 a.m., 3:29 p.m., and 4:42 p.m. on Mother's work phone, including the following message received at 3:29 p.m.: Um, doesn't Ethan have suspension tomorrow early? You want him to get up that early, come all the way down, and me miss work. And then as soon as the divorce is final, you're going to sue me for child support. You think I'm stupid. How am 1 supposed to pay any child support if I don't get paid because I'm not working. Um, I'm going to write a letter saying that you wouldn't get him. Anyway get ready for litigation because the divorce is, I'm going to be asking for some things, and a, I am open to a lump sum settlement. But no matter what there will be another custody order and then they'll also be another one for when I get a job, or another job, depending on where I work. So, anyway would you at the very least would you let me know if Ethan has his suspension tomorrow because if he does he can't miss school and I don't know I guess you lost your ability to reason maybe, no I don't think you ever had much ability to reason but, anyway, you're just doing this to punish me and you're taking the kids down with you it's ridiculous. 21. Father has violated Paragraphs 7 and 15 of the Order by repeatedly contacting Mother at her office and failing to limit his communications to Mother to issues concerning the children. Mother's cell phone message clearly indicates that it is her work phone, yet. Father continues to contact Mother on that phone in violation of the Order, and oftentimes fills up Mother's office voicemail system with messages, which precludes her from receiving work-related messages. For instance: b. On Monday, September 14, 2009, after Mother declined Father's demand to enter her home, Father called Mother a "cunt." 7 C. The next day, Tuesday, September 15, 2009, Mother requested Father to stop harassing her in writing as follows: Aaron, Obviously, I disagree with your assertions and will not engage with you. Please stop contacting me and stop your harassment, including calling me a "cunt" yesterday and leaving me harassing and abusive messages. Because of your escalating and erratic and abusive behavior and threats, 1 am becoming afraid for my safety. The custody order is in place and it should be followed so the kids know what to expect and they can have consistency. There is no reason why you cannot substitute teach (especially since you're done at 2:50 p.m.) and pick up the kids after school (they have after care until 6:00 p.m.). d. Father responded by requesting the following: "I want assurances and I want you to give me paid work." The custody order is from 3-8 T and Th. You said NO to this Thursday. I will accept your hypocritical request to take away the "stability" of the children this week and this week only. From then on, I will pick them up after work at 4.30- 8pm on Tue. or Thursday or both. If I have no work I will pick them up both days at 2.50 and 3pm at school. e. On Wednesday, October 7, 2009, Father entered Mother's home, while Mother was not there, without permission and stayed at Mother's home for over an hour. While he was there, he informed the children's babysitter, in front of the children, that "I ask Lisa (Mother) to get back with me everyday ...I don't know what her problem is." f. On Wednesday, October 21, 2009 at 8:17 p.m., Mother received the following voicemail message on Mother's office phone from Father: Um, I'm assuming that your phone must be oft' because you're not answering your phone because you, I called you a bunch of times you're not answering. I find that odd since moments ago you were in the parking lot with your phone. That's the last time you're going to pick up the kids there. It's gonna be at the Giant front and you'll have to have your car so I can take them out of your car. I'm not taking them out. I'm not stepping out of the car to be near you. Also, I suggest you start a dialogue with me about the kids and regarding our divorce. Because if we don't come to some agreements, file them, there's going to be a flurry of litigation. I've prepared, I've done a lot of research and talked to a lot of people. As you and I both know, I'm smarter than you and more likeable and I want some money and I'm entitled to it. And I also want to change the custody order. There have been a lot of changes. If you could call me so we can resolve this amicably, I would appreciate it. You know my number. 22. Father typically spends his partial custody with the Children by keeping them indoors, playing violent video games, failing to require them to bathe and/or brush their teeth, failing to require them to sleep in their own rooms and instead sleeping in the same bed with the parties' two boys, failing to provide them with a consistent bedtime, failing to do homework with the children, and allowing them to watch R-rated and inappropriate television shows and movies. Additionally, Father encourages and condones unsafe violent activity with the Parties' children. For instance: a. Father makes "deals" with the children. including in September 2009, taking EGC's Nintendo Gameboy in exchange for Father buying EGC a fully automatic air-soft pistol. b. Father researches and executes how to make bombs on the internet and then proceeds to make bombs with EGC. C. Father informed the parties' children that a doctor would kill his cat if Mother would not take it, which continually causes the children to be in fear for the cat's safety. d. On Saturday, October 11, 2009, while Father was sleeping, Father allowed EGC to duct tape 5 year old BBC to a chair, with duct tape over BBC's mouth and in his hair, which got ripped out. When Father awoke, he took 9 a picture of BBC duct-taped to a chair, and then laughed at the parties' children, showing them that such a dangerous activity was acceptable and funny. e. On Monday, October 12, 2009, EGC returned home after partial custody weekend with his Father and had an "inert" real grenade which was given to EGC by his father over the weekend. f. Recently, Father, who is not trained in the proper use of guns, wrote a letter to the editor, which was published in the paper condoning the use of guns. g. On Wednesday, October, 21, 2009, EGC was suspended in school for purchasing a live 308 caliper bullet from another student. Mother believes that EGC's poor choice was causally connected to the events between October 9 through October 12, 2009 when he was in the custody of his Father. 23. 'The parties' children are emotionally suffering, and suffering at school, as a result of Father's inability to provide stability, his alienation of their Mother, and his manipulation of them to gain access to their Mother. 24. Throughout the parties' marriage, Mother consistently participated in individual counseling to deal with the on-going emotional and psychological abuse by Father. For instance, throughout the Parties' marriage, Father used emotional abuse to control Mother by routinely screaming and yelling at her, calling her vicious names, and physically intimidating Mother. Father tried to make Mother believe that she was fat, ugly, that no one liked her, and that she would be a non-entity or crippled in life without Father, and to repeatedly threatened that if she left him, she would lose her children and her ability to earn a living. Father degraded Mother, by insulting her and calling her names to lessen Mother's self-worth and dignity, including in professional settings. Father terrorized Mother by inducing intense fear in Mother, intimidating her and threatening physical harm to her. Father isolated Mother by denying Mother contact with others. To this day, despite being separated from Father for two years, Mother continues to treat with her medical provider to deal with the emotional and psychological abuse she endured and continues to have to deal with by Father, some examples of which are cited above. 22. As the two-year statute has run on the Parties' divorce, Mother justifiably fears escalating abuse from Father, who is contesting the divorce. As is clear from domestic violence literature, the most dangerous time for women and children is when they access the court system for protection from abuse. Additionally, separation, and in this case with the approaching deadline for the Parties' divorce, is indicative of another dangerous time. As such, and given the escalating behavior and history of Father, Mother is in reasonable fear for her safety and that of the children. 25. Based on the foregoing, along with Father's inability to follow the custody order, act in the best interests of the children, his history of mental illness, and use and manipulation of the children to gain access to Mother for the purpose of threatening, abusing, and harassing her, Mother is in fear for her safety and that of the parties' children and is requesting Father be ordered to undergo a psychological evaluation and custody evaluation. WHEREFORE, based on the foregoing, Mother respectfully requests all available relief, including but not limited to: 1. Grant Mother's Petition for Contempt; 2. Hold Father in Contempt of Court for his violations of this Court's February 28, 2008 Order; 3. Fine Father for his violations, including payment of attorneys' fees and costs incurred with bringing this Petition; 4. Enforce the protective provisions of the Custody Order designed to protect Mother from Father's behavior, including but not limited to entering a No Contact Order and Restraining Order including in person, by phone, and by email, against Father; 5. Order Father to undergo a custody evaluation to determine his ability to care for and act in the best interests of the children. RESPECTFULLY SUBMITTED, NIIAWMI A Lisa Matukaitis, Pro Se PA Bar 202467 3312 Trindle Road Camp Hill, PA 17011 Dated: November L 2009 12 CERTIFICATE OF SERVICE I hereby certify that I caused a true and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested this LO'day of November 2009 upon the following; Aaron Cohen 1199 Highland Drive Bloomsburg, PA [Ifalgab j Lisa Matukaitis 14 AARON COHEN IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Plaintiff 2008-0046 CIVIL ACTION LAW VS. IN CUSTODY LISA MATUKAITIS Defendant ORDER OF COURT Upon consideration of Mother's Petition for Contempt, Request for Enforcement of Protective Custody Provisions and for an Order Requiring Father to Undergo Psychological and Custody Evaluations, it is hereby GRANTED, this ____ day of November 2009. The Court ORDERS as follows: 1. Mother's Petition is GRANTED; 2. Father is held in Contempt of Court for his violations of this Court's February 28, 2008 Order; 3. Father is fined for his violations, including payment of attorneys' fees and costs incurred with bringing Mother's Petition; 4. The protective provisions of the Custody Order designed to protect Mother from Father's behavior shall be enforced, including but not limited to entering a No Contact Order and Restraining Order against Father to limit his access, including by phone, in person, and by email, to Mother for a period of 18 months; 5. Father shall undergo a custody evaluation to determine his ability to care for and act in the best interests of the children. Court of Common Pleas Judge 13 Lisa Matukaitis, 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 Defendant. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA to&/5 No. 2007 CV 06+8& DV CIVIL ACTION IN LAW - DIVORCE r? ;: . y!. r n AFFIDAVIT OF SERVICE I, Lisa Matukaitis, hereby verify that on 17th day of November, 2009, Defendant was served with a true and correct copy of the Divorce Complaint and Affidavit of Separation by one of the following methods: X_ Service was made by United States Postal Service, first class mail, postage pre-paid, certified, restricted delivery, return receipt requested to the Defendant, on the 17th day of November, 2009. The return receipt signed by the Defendant is attached hereto. 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: January 22, 2010 U.S. Postal Service - See Attached postal green card Signature of Person Who Made Service ? W ajl? ,,? ?S Prir?ted?Name Telephone Number CERTIFICATE OF SERVICE I certify I caused a true and correct copy of the foregoing Affidavit of Service to be served this 22°d day of January 2010 via U.S. mail, upon the following: Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 Lisa Matukaitis ¦ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery Is desired. 7 Print your name and address on the reverse so that we can return the card to you. ¦ Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: Aamn O'TO& lI (Iq ?W"1hlw7pvivt 94 ?j S p- two, A. Signature X ? Agent Address B. R ived by (Printed Name) C. Date of Delive N (- 1-7--c D. Is delivery a ress differen from Item 1 ? ? Yes If YES, enter delivery address below: ? No 3. Type Certified Mail ? Express Mail ? Registered ? Return Receipt for Merchandise ? Insured Mail ? C.O.D. 4. Restricted Delivery? (Extra Fee) 2. Article Number ?008 0150 0000 5991 8146 (Transfer from service label) PS Form 31311, February 2004 Domestic Return Receipt 102595.02-M-1540 E Cpmplete Items 1, 2, and 3. Also complete tNkn 4 If Restricted Delivery is desired. Print your name and address on the reverse so totwe can return the card to you. ¦ A this cans to the back of the mailpiece, f orvn the front if space permits. 1. Article Addressed to: i kft fl (nhe? I IN W I h ? vt W}MY)s? A. Signature X ? Agent ddressee B. ived by (Printed Name) C. Date of Delivery ,ece AAA% Ad /A ti A.1 //-1 -6 D. Is delivery ress diff?e from item 1? ? Yes If YES, enter delivery address below: ? No 3. a Type Gff Certified Mall ? Express Mail ? Registered ? Return Receipt for Merchandise ? Insured Mail ? C.O.D. I.-, 4. Restricted Delivery? (Extra Fee) 2. Article Number (Transfer from service /abet) PS Form 3811, February 2004 7008 0150 0000 5991 8146 Domestic Return Receipt 102595-02-M-1540 UNITED STATES POSTAL SERVICE ti First-Class Mail Postage $ Fees Paid USPS Permit No. G-10 • Sender: Please print your name, address, and ZIP+4 in this box • liiaMafukltilis tea. nn+leAaad CaMPHI P413011 P"-, &rn FF _ 14 SA AfRtAl INCOME STATEMENT FOR B£FP-*- NT Aaron Cohen v. Lisa Matukaitis No.: L900-7 -CV- 06?ts -0 V INCOME rr ?, Employer 3 6t- ?mel o d Address Type of Work - -- --- Payroll Number ay Period Weekly, Biweekly, etc._ --- - n N - Gross per pay period Itemized Payroll Deductions -70 Federal Withholding FICA Local Wage Tax N r.. State Income Tax 21 `--T~ Mandatory Retirement Union Dues c.n Health Insurance --j Other Net Pay per Period Other income: (in weekly, monthly, other) Interest Ylc) r1t, Dividends 0 (rn_p Pension Distributions Annuity In b VI Social Security 7 - Rents I'll). O yt? --? Royalties V)_ Unemployment Compko tjn? Workers Comp. In- Employment Fringe Benefits 00 K?-L Other Total Total Income $ PROPERTY OWNED (Indicate Description, Value, and Ownership) Checking Accounts_ Savings Accounts Credit UNION - --' Stocks/Bonds (j - Real Estate -- -- Other INSURANCE (Indicate Company, Policy Number, and Beneficiaries) Medical Health/Accident_ Disability Income Dental Other SUPPLEMENTAL INCOME STATEMENT (a)This form is to be filled out by a person who (Check one): -Operates a business or practices a profession, or -Who is a member of a partnership or joint venture, or -Who is a shareholder in all and is salaried by a close corporation or similar entity (b) attach to this statement a copy of the following documents relating to the partnership, joint venture, business, profession, corporation or similar entity: -(I) the most recent Federal Income Tax Return, a d (C f ly; .. 2-( -(2) the most recent Profit and loss Statement yl(?Yl? re- X-Lo t_J (c) Name of Business 1' t'u Address and phone number (d) Nature of Business (Check One) t+cuV/I U-vi -(I)Partnership -(2)Joint Venture -(3)Profession JANClosed Corporation qeName ther So 1, vu r,' of accountant, controller, or other person in charge of financial records ?Yi (f)Annual income from business: (;S, (D l 1 .?(Q a/-)kd yo SS I How often is income received? ,vi -e- -(2) Gross income per pay period ,ho4- LC -(3) Net income per pay period 1gCA'-4WF t cab -(4) Specified deductions, if any__ 13:5101/21/110 D Ld L L L L M M$ MD Md M 4-04 _ Deperbnr.nf nr the Trrasuiy Intern::l Rrrwnoe Seivn.e' For In 1040 u.5. Individual Income Tax Return 008 _ (99) ins Live (7ny_ for the year Jan f • t)el(: :)lr 2001 or other tax year beginning 2008, ending 20 Label YUIn hod n;unr, MI I nxt nanim) - (See nislruchuue•.) T, ISA _ M MA`1'UKATTZS It a lonll rf-turn, e.Ixmj-;r.'. first ,iam MI I .u.r ,,..,,. - .. Use the IRS label. C1tl1L'(WICiy, Ilumr. nrUlrr.• , (nl,mtlti and please print Of type, PAGE 02 0 nut write eK da to in this.spirce_ OMB Nn. OUS-0074 Your social sku ty numbs/ Spouse's $octal ecutity nlanbn If you have a P.O. IHrx, elnn intln, Ap. tm9rlt no. You mus enter your __ ? 33103 1 n, social security reign address, r;nc Instnr!t,ons. Slide 7IP code number s) above. ?T/ YI 701, Wig piq r,*king a box low will not v t i r PA change your tax r refund. it filing jointly, want `ti3 to go to this lurid? (see instructions) .. . . ... .. .... ? []You Spouse 4 XI-Head of household (with qunlifymq person). (See. town or post ott4e. It gent I,,*, cl Presidential Election Campaign ` Check here it you, or your %I, Filing Status 1 Singtl: 2 Married hllrxt inint Check only 3 Marned fdlnq sepa One box, name here.. Exemptions (1) First name .ETHAN c COREN BENNETT B C'OR 603 X Yourself. If b Spouse c Dependents: If rnore than four dapew.lents, see in•3h'ulaiorl5- (even it only one! Lind Income) rnstruc ions.) If tote gvalitying poraurl IS a c Ild but riot your dependent, enter this child's tely. Inter spuuse's SSN above & fult dame here. , ? _ 5 lone can C.Inial you as a depelld(:rd, do not check box 6a ..... ..... ;iesch t fie end lied _:.. .... . ................. (2) Dependent's (3) Dependent's Social -s"cutity relationship numiir.f to you ..... (4) Tt qualifying Mid for crnkr I xe dt xo. of chi -ft win 0 tired wkM you n .. , oath x sr. r • did not _-Ls,sl tiarne _ (see inMrs) live With MOON Son - -?--? I^ I dW to dw rM 6r Son X {1f" On6c s on ? not entemd d we on Urns is d Total number of ex mptions clairned ..................... above .. . , ? 2 7 Wages, salariOs, lip s, etc. Attach Form(ti) W-2 . .............. . ..... . ................ 7 Income 8a Taxable inteiYSi. At ach Schedules 13 if r(- luired . . ..... ......... ................... Sa b Tax-exempt inteies Attach Form(s) 9a Ordinary dividends. W-2 here, Also b Quahfi®d dlvldPnds (see attach forms W-213 and 1099•R 10 Taxable Wunlls, r-rerlits, if tax was withheld. 11 Alimony receivod . Do not inc.lurle on line 8a .............+ _$b1 Attach `?chedule Q it (equired .. . . . ....... ........ ...... . . nsirs) ....... .. .. ................. 9b or olfsets of state and lwai inimne lazes (see instructions) ' ? • ? ' ? - ...................... .. ... ........... 92 10 11 _ 12 8usinas incorne or (loss). Attach Schedule C, or C•EZ ....... ... ...... ............... 12 73, 952. If you did not 13 Capital gain or (Inss), At tIF1 a W 2 Sch D if regd. If riot iegd, A here. ............. ¦ ..... ,,,... 0 . 13 . see iostr'lx_huns. 14 Other gains or (lost is). Alt,ich Form 4797 ........... .......................... 14 15a IRA distributions .. .. . , , . 1503 b Fdxable amount (see instrs) , 15b M 16a Pensions and annul it n .. , , , . 161111L b I'axable amount (see instrs) 16b 17 Rental real estate, r oyallioS, par trier ships, 3 corporaticion, K *13, etc. Attach Schedule E 17 0. Enclose, but do 18 Farm income or (lo ss). Attach Schodulo F . . . . . . ............. ..... . . .................. 1$ not attacl% any 19 Unemployment con en9ation . . . . ......... ....................................... . . . 19 -? payment. Also, 20a $orial security benefits . please use .......... L2003 ) b taxable amount (see instrs) , .. 20b Form 1040-V. 21 Other uirome __ _. 21 , 22 Ada the 2rTIOUnts in the far right rolurnn for lines 7 through 21. This is our total income. • 22 73,952. 23 Educator expenses see instructions) ... . ................... 23 j•i -; Adjusted 24 Certain business oxpens Gross government officials. Alt, of reservists, performing artists, and fee-basis ch Form 2106 or 21% EZ .......... . ..... 24 ?;I~ Income 25 Health savings GI.. Lint deduction. Attach Form 8889 ........ 25 26 Moving expense,. A Forin 3903 .................... ... 26 27 Onh-fmlf nt self em loyment tax. Attach Scheduli- SE ........ 27 5,225. 28 self-erttpioyeet Skf' SIMPLE, and qualifield plans ... .. ..... 28 - 29 Self employed health ins ranee deduction (see urstwOom) ............. 29 + 30 Penalty on early wit idrawal of savings .... , . 31 a Alimony paid b Ror.Ipiw is `%N 31 a M - 32 IRA deduction (,;lice nstruckiorrs) ......................... 32 -- 33 Student loan int(a ns t deduction (see instructions) ...... , .. , 33 34 rultlon and fees dc:( action, Attach Form 8917 .............. . 34 35 Dornestic production acti hies deduction. Attach Form 8',103 ......... .. . . 35 36 Add lines 23 . 11a and 3 • 3b ................................... ..................... . .. . .. 36 37 Sublinct Imp. 36 fro/ line 22. Thir, is our adjusted gross inco me ...... . ..... . . . ...... • 37 _ BAA For Disclosure, Privacy Act, and Pap e ork Reduetlen Act Notice, see instructions, rutn0112 MUM 5,281. 68C671. Fa t 1040 (2008) ?e. --.4 40,04 fi,-. w; br 13:52 01/21/110 a Ld L L L L M M$ Ma Md M 4-04 , , 1......_.....,, Ll -A rdA1 IK l 't' . C! Tax and Credits Standard Deduction f for - • People who olloc;ked any box nn lint? 30a. 39b, or 39x: nr who can be claimml as j dependtarit, :;r?e nlstrtrction s. • All other}: _ 1 % 38 Arnorinl frorn line 39 a Chock Yor if: Sp b II your spouse itemize c. Check if standard dedt 40 Itemized deductions 41 i'tiblract lino. 40 ti 42 If line 38 rs over $119,1 1 Otherwise, multiply $3, 43 Taxable income, Subl If line 42 is mire than 44 Tax (see inswi)• (, 45 Alternative tninin/l filing Single sr.inr iralelyled 46 Add liner, 44 and , $5,450 47 Foreign tax credit Married tiling jointly or Quallfyirtr) widow(er), $10,900 Head of household, ',;8,000 Other Taxes 48 Credit for rhiltl and dell, 49 Credil for the (Ad(0 50 Education credits. 51 Hetiminent savinoJ 52 Child lax credit (see ins 53 Credos from Fornr: a 54 01her as from Forrn: a 55 Add lines 47 throtu 56 Subtract tirw 5b trc S7 Self enlploymenl tax. Al 58 Unreported so ud secur 59 Addihnnal tax on IRAs 60 , Additional taxes: a L _ Payments 62 Federal Income tn) It yoi? h.1vr a L 63 2008 estimated tax payr qualitytng a 64a E rned Income crt child, at11 x:h b Nontaxable combat ply Schedule EI(:._ 61 Add lines 56.60. This is _ 65 Excess social Spewlty al Refund Direct deposit? SPe instructions and fill in /3b, 73c:, ar)(I /3d or For In 8888. Amount You Owe Third Party Sign Here .Joint return? SOW instructions. Keep a copy for yutu records. 66 Additional Child tax 67 Amount paid with reque 68 Credits from Form; a f 69 First-lime homehuy 70 Recovery rebate c:r 71 Add lines 62 through !(t 7Z If lino 71 is more than li 73a Amount of fine 72 y b Rouliiig number . . d Account numbr:r 74 Amount of Nip l?ou w 75 Amount you owe. Subti 76 Estirn;,Aed tax pena Do you want to allow another pt Crejonr. o's name ?Pr.e-ourer Under IInen,-lilies of Pei-jury, I dr,.ri; Irlict, Thoy are hw., ,:neat, and Your srgnAlurK Spouse's skpvtliZe. na pull it 0 Prapdrri n t l X' Paid rnr, 5p a L Preparer's Firm%namn T & c% Use Only (crryn M1I!i a trNempbynd)? 313 r whiless. and 71P ctwe MT CA V (adp,slod gross isv:tgrie) .... ........ . . were born before A-witiary 2, 1 W. Blind. Total boxers use was born before Jariu:ary 2, 1,144, n Blind, checked I" 39a on a separate r'uluin, or you were a dual•status alion, see mstrs and ck here F 395 ion includes real eslate taxes or disaster loss (see instructions) ...... .. I• 39e rom Schedule A) or your standard deduction (see left margin) .......... ...... 40 111 line 38 .... , A, or you provided housing In a Midwulrrn displaced individual, set; instructions. try the total number of exeugrhons clairrled on line lid .......... 42 aril line 42 fa,m lute 41, rile 41, enter •0• . . ........ .... ........ .... .... . .......... 43 heck it any tax iR front: a f IForm(s) 8814 b Form 072 ............ ,,, 44 Im tax (see in strtu:tions). Atlach Form 6251 ..... ..... • , . 43 .................... ............... ..... ........ ........ 46 Attach Form 1116 if required ....... ..... 47 ' Went care expenses. Attach Form 2441 .......... 48 200. ly or the disabled. Atlar,h Schedule R .... 49 ..:: 4ltach Form 13863 ..... ... 50 " Contributions credit. Attat:h Form 8880 ... 51 ructions). Allarh Form 8901 it required . • ...... 52 21 000. .' ' . LJ 8396 b L _ ? 8834 c [1 %05.. ..... 153 t [ .1 3800 b LJ 1380] c [ J ih 54. These are your total credits ..................... .............. 55 m fine 46. If line 55 Is more Ili in line 46, enter -0. . . .... ..... . . . . . .. ? 56 tach Xhedule SE ........................................ ............ 57 ly and Medicare tax tram Form., a [] 4137 b Q 8919 .. . . ..... ..... . .. . . .. 58 ether qualified refire nrarit lane, etc. Attach Form 5373 if required .. , . , . , ..... AEIC payments b H h ld 59 ouse o employment faxes, Attach Schedu e H ........ .. 60 your tota1 4% ......... ................... ,...... F 61 withheld from Forms W-2 and 10% ...... 82 L'6 ents and amount applied frum 2007 return ........ 63 12, 600. . It (Etc) ......... . ................... No 84a . leefion 601 tier 1 HR TA lax withheld (see instructions) ....... 65 rradit. Attach Forrn 8812 ..... , • , ....... , 66 t for exlensmn to file (see Insinictlons) .. 67 1 2439 h Q 4136 c. F1 8801 It n 8885. .r credit. Attach Form 5405 ........ .. F ;• flit (see worksheet) ....... 7Ok _ 0. These are your total payments ....... ... ... . . ....... r 71 18 61, subtract line 61 from tine 11. This is the amount you overpaid .. ..... . . . . . . ... 72 au want, refunded to you. If Form 8868 is attached, check hero .. L 73a C ..?.._ _ 1.=c.52tL j I chocking ? Savings at aliett to your 21X)9 estimated tax. ..V? 74 a line it from line tact, For details on flow to pay, see instructions .. . . ........... ? 75 (see instrixtiorrs) ....... ......... . „! 76 75. ' '' son to dkoiss this return with the IRS (see instructions)? ......... . X Yes. Com plete t he tollo, (''INNre no, Personal iderdirxal number e that i have examined this return and arx:omparryinp sdNrdvNe and staremenis, and lo nu best of my knowledj} rnnpk:ln• Declaration of propaier (inner than takpayar) ix tiaso on yet information o1 hid, propwol has any kip Hate Your occrrpcNion {)aylime phone _ II(?/(;?_ ATTORNEY urn, hMh r11uSt,.inn. n :spouse's nrcupation Will 01/16/201A Check11 sell ACCO_UN1'ANTS _.-__.. ST PA 1 '18.51 PAGE 03 8,.611.. 601671- 0.,, 50, 171 ._ 7,696. 7,606. 4 •406. 0,449. 4i 855.. No Preoarer's SSN dr PTIN FIN 23-2841513 Phoneno. (570 339-2500 Four 1040 (2008) h UTAe112 I N131M 11:52 01/21/110 D Ld L L Form 221 V Esti ,Oel(i9rLnr'.nl ul 1175 err.;sr:ury Inlrmrd nrwr.nrrr. Sr;rvicC N;irrre(s) %howrl orl Ox rrhun LISA M MA'1'IJKA1'fIS L L M M$ MD Md M 4-04 PAGE 04 Underpayment of nrw3 N 1. 1545 -014a Il ted Tax by Individuals, Estates, and Trusts- _ 21308 See sep:rate instructions. Arid, nt . Attach to Form 1040, 1040A, 1040NR, 1040NR.EZ, or 1041, nf3 identifying menhir Do You Have To File Form 2210? I yes [_ less Man $1.000: Do not file Form 2210. You do not owe a penalty, - I-Collplete lines 1 through 7 below. (f, lino' 1 No CompiC.,te lines 8 anti 9 licinw. I ; lint? 6 rile No Fy-oll may owe a penalty. hoes any box in No Do not file Form 2210. You are not movin because the IRS will figure it and ,ond yo amount. If you want to figure it, you may i worksheet and enter your penalty amount not file Form 2210, ,al to or more than IInP. 9? Yes y You du not awe a penalty. Do not file For 2210 (hut it box E in Part fl applies, you must fit pope 1 of Form 2210), 'art II below apply? _ - Yes ( You must file Form 2210, Does box B, C, o D apply? No Yes -1 You must rigor your penalty. d to figure your penalty You are not required to figure your poll ly because the o Part lrt for III any or any Fart IV unpaid as a IRS will h ure it and send you a bill for any unpaid ,e )n your tax tetum, but do amount. If you want to fiCIOM d, you may a art III or fart IV as a worksheet and enter your penalty amount on your tax return, but file only page 1 offDrm 2210, Fs;''; Required Annual Pay nt see instructions 1 linter your 2008 tax atter credits trom Form 1040, line 56 (see,: iiistructiom if not fillno Form 1040) .. 1 4, 906. 2 C)ther Inxes, inchxin+c1 self ernl?foyrnem I tax (see instructions) .... ........... . , ......................... 2 10,449. 3 Refundable credits. Enter the total of nor onnind income we(il, additional child tax credit, credit for federal tax paid on fuels, health coverage tax credit, refrnlttat)lr citdit for prior year minimum tax, first-tine hornebuyer credit, and recovery rebat credit ...... .. ............ ............ . 3 0. 4 Current year tax- Combine lines 1, 2, And ?. If Ipme, Ili In $1,00(1, yeiu do not owe a penalty; do not file Form 2210 . ...................... .. . . . . .................. ........... .. 4 14 8 55 . 5 Multiply line 4 by 90% (.90) ............ . . . . . .. . .. .... .. .............. 1 5 13 370. 6 Withholding taxes. Do not include estimated tax payments. (see instruction,) ..... ....... . . ...... . .. . ...... 6 0. 7 Subtract line 6 from line 4. If less than $1,000, you do not owe, a ponrtlty; do not file Form 2210 .............. 7 14, 855. 8 W,ximinn rrqt,nred .mniml p;,lymerlt 11tr:ed on prior year's tax (see instructions) ...... .... . . . .. . . ..... . .. . .. $ 8,269. 9 Required annual payment. Enter the smaller of line 5 or' line 8 ....... . . . .............................. . 9 8,269. Next. Is line 9 more lharl line 0? No. You do not owe a peni)ty. Do not five Form 2210 unless box E below applies. ?? Yes. You may owe a penalty, but o not file Form 2210 unless one or rrlore boxes in Part II below applies. It box 6, C, or D applies, YOU m st figure your penalty and file Form 2210, a 1f only box A or C (or both) appl es, the only page 1 of Form 2210, You are not required to figure your penalty; the IRS ill figure it and send you a bill for any unpaid amount. If you want to figure your periatty, you may use hart III or IV as a worksheet a d enter our enal on our tax return bm t file one page 1 of Form 2210, `.: f?.r'Y_ Reasons for Filing. Check ;np)Lllc?11)le boxes. If riorte apply, do not file Form 2210..._,_ A You request a waiver (see instruct Oils) of your entire penalty. You must check this box and file page 1 of Form 2210, but you are riot required to tigure your penalty. $ YOU request a waiver (see instruc ons) of part of your penalty. You tiltist fi(pi(? your penally and waives ilrtlrNmt Arid file, Form 2210. C n Your income varied during the year arid your penalty is reduced or Niminimd when figured usino the annualized Income nstallment method. You awsl fig(ife Iho limes ly using %clie.Mile Al ,and file Form 2210. D I ' Your penalty is lower when hclurec by treating the federal income tax withheld from your income as paid on the dates it was actually w+mrrfletd, instead of in equ:ll iirnou its on the payment due dates. You must figure your penally, and file Form 2210. E You filed or are filing a joint return for Pithpr 70()1 or lrXJ8, but riot for both years, and line 8 above is smaller than line 5 above. You must file page I of Ferin 2210, bu you are not re ulred to figure our penalty (unless box B, C, or 0 applies), BAA For Paperwork Reduction Art Notice, see separate instructions. Fo m 2210 (2008) Frr11n313 n"e'eVvi 13:53 01/21/110 D Ld L L L L M M$ MD Mid M 4-04 PAGE 05 1?orrn =0 (200$) LISA M MAT17KAT TS Pine 2 Peirt III Short Method Canyon Use the You may use the short method if: Short Method? • You made no estimated lax payments (Or your only payments were withheld federal incur a tax), or • You aid the same amount of estimated tax on each of the four payment clue dates. Must You Use the You Clio t use the regular method (fart IV) instead of the short method if- Regular Method? • You I lade any estimated tax payments late, You hacked box C or D in Part II, or • You are filingg Form 104ONP or 104ONR-EZ and you did not receive wages s an empl ryee subject to U.S, income tax withholding. Note: If any payment was made r?, rlier than 1he due date, you may use the short method, but using it may cause you to pay a larger penalty than (tic rc qular method. If the payment was only a few days early, the difference is likely to be small. 10 Frrler the amount from Form 2210, 1111 1! ......................... . ................................... .. 10 11 rnlor the Arnrrurrt, if any, frorn form i210, line 6 ... .................... . 12 Fitter the total amount, if any, of ostir atad tax paymcnls you made ........... { 12 { 13 Add linos 11 and 12 13 14 Total underpayment tar year. Subtra t tine 13 from line 10. If zoro or loss. Slop here; you do not owe Ilre perialty. Do not file Form 2210 urt ess you checked box E in Part II ..... . ..... . . ........................ 14 15 Multiply line 14 by .03571 ....... ....................... .............................. 16 • If the amount on line 14 was paid o or after 4115109, enter 0 . • If Iho amount on line 14 was paid before 4115109, make the following computation to find the amount to rrntor on line 16, ??'• 4: Amount on Number of days aid fine 14 x before 4115/09 x .00014 ......................... 16 17 Penaltyy, 'StibtraCt line 16 from tine 15 Enter the result here and on Form 1040, line 76: Foirn T040A, line 48; form 1040NR, I ne 74; Foun 1040NR-F7, hcF 26; or Form 1041, line 26. Do not file Form 2210 unless you checked a box in Part It. ................................................................ .. ... F17 2210 (2008) rnvoiri oanbN9 13:54 01/21/110 D Ld L L L L M M$ MD Md M 4-04 PAGE 06 For 111 2210 (2008) T. I SA M MAT f f K A 1. f Is P.,1- 3 Part !V. Regular Method (5(, i: III . rnstrurtinnc; (you are fitiliq Il--orn) IU4uNH or )04UNf3-EZ.) Section A Figure Your Underp ment 18 Required installments. f lox (s in f'a't II applies, enter the arllounts trom Schedule At, ine 25. Otherwise, enter 15% (.25) of lirlr 9, orrn 2210, in gm:h column ............................ ........ 19 Fstimated lax paid and tax wrlhheld (i:e instruc lions) For colurnn (a) only, also ente the AFFiount front tine 19 on lire J:3. It line 19 is a ual 10 01 (110(0 than line 18 for all payment period:;, %t o Iv.ro; ou do not owe a pannity, Do not file Fon 2210 u4ess you checked a box in Part II ...... .... . ..... . Complere lines 20 through 26 of one olr rrin beforv going to line 20 of the next co umn. 20 Enter tive airlount, if any, horn line 26 in the previous lines 19 rolurrin . . . . . . . . . . . . . . and 20 ....... . ..... ........ .......... 21 Add . 22 Add the amounts on lines 24 & 25 in ravrouS r;alumn 23 :3ubtract line 2? frorn line: 21. If Zero ' Ims, enter -0- For column (a) only, enter the amount from line 19 24 If line 23 is /ero, subtract line 21 from line 2?, Otherwise, order .0 . ......... ..... 25 Underpayment If line '18 is equal to more than line 23, subtract tine 23 frhrrl line 18. h0n yo to line 20 of tho next column. Otherwise, rho i0 line 26 .. ¦ 26 Overpayment. If lime 23 is morn thr•1n I ne 18, subtract fine 18 from lira: 23. Then 9ri to lint! 20 of the next colurtlrl .. . .......... , " Prayment Due Dates (a} (b) . (c) (d) -- 4/15/08 6/15/08 9115108 1115109 18 ..7,06..]• 2x.067. 2r068_ 19 0. 6,300. s, :ioo_ 99. 21 0. 6,300. 6 399. 22 2,067. 9 134. 0. 23 0• 0. 2.16. 6.399. 24 _ 2,06-1 ALL 25 - 2,067. 2,067. 9. W- Section B_ - Figure the Penalty ((:r mpfete lines 27 through 34 of one column before going to the next column) 6115/08 T April 16, 2008 - June 30, 008 alys: Days: E fw. ti?y+'' t P 27 Number of days from tlx d.1tr sh n above tine. E 21 to the date the amount on line 5 was paid yr R or 6130108, whichever is earlier . .......... 27 76 15 o Number e f ----.- .._. _ . ,, ;.,,•:., . r•1y. 0 28 Underpayment :.i on bee 25 x (lays on liar , t (see irminicrioni) 366 x 06 1- 28 ,`+` 26. A 6_/30/08 6130108 - 9/15108, E July 1, 2008 - September 30, 2006 oay" Days., - Days. - P 29 Number of days from tile, date sho n shove line e 29 to IN) date the amount on line 5 was paid R or 9130/08, whichever is earlier . • 29 .77 77 u 30 Underpayment Number i or1 line 25 x tJay$ on lint: 29 2 {srainlrlx:tu>rr> x- Oy ¦ 30 $ 22. $ 22. $ R _ 9130108 9/30/08 9/30/08 T October 1, 2008 - December 1, 2008 nays nays: . K P 31 Number of days from the date shown above line E 31 to the date the amount Un line 5 was paid R or 12/31/08, whichever is earlier ..... ............. 31 _ 0 32 Underpayment Number o - on line 25 x dpy5 on line 31 _ s (see irr%hrj(*ns) -- 366 x 06 $ R 32 $ $ R 12/31108 12131108 12)31108 E January 1, 2009 - April 19, 009 Days - r7ays _ NYC r 33 Number of days from the. (late shown orb oye line E 33 to the date the anloUmt nn line 5 war, poid R or 4115109, whichever is earlier ................... 33 34 Underpayment Number o - 0 rv1 we 25 x days _ x110 33 prij -4 (set: in.irt ors) - 365 x 05- 35 Penalty. Add alt Arnounts on tines 28, : 11, 32, and 34 in all Columns, Enter the total her(, and on Form 1040, lime 76; Forrn 1040A, lie ! 48; Form 1040NR, line 14; Forrn 1040NR•EZ, lino 26. Do not file Form 2210 unless you chec ed a box In Part If ........... . . ............. . . ............... . ..... ¦ 35 1/15/09, 1.010313 WAR* 13:55 01/21/110 D Ld L L L L M M$ MD Md M 4-04 SCHEDULE C Profit or Lass From Business (Form 1040) 1 (Sole Proprietorship) r1eP1f nont of IN Iroaswy I Parll Intrrnnl ttpvrnuo :;rrviro (ray) Attach to Ft Muni. ur prnpnalur LISA M MATTIKATTIS A Yriroapal business or protession, inciMinp prod ATTORNEY C Llusriess Ante. 11 nd sevaiale buimess nmue, 1 Joint ventures, etc, generally must file Form 1065 or 1065-8. all 1040NR, or '1041. See Instn,ctions for Schedule C (Form 1040), 1 !Ito Social security number :•t ur srrvu:r (r,r. r. inr,tnuai4rnr) "-- rove 41nnk. ...,_-... .. PAGE 04 No. 1545-W/4 Enter code Itom fns ructions F541100 Emplayor 10 manbe (EIN), if any E I9v5mess address fnxludxlq suite or room ino 2 1 l STATK ST _ 100 - - - - - - - - _ - _ - - - - _ _ _ _ _ - - - - - - - - - - Cdy, Iowa rx rxx+r ollx:e, and ZIP c(mir. HARRISBURGr PA 17 101, F Ai,countiny method- (1) X Ca h (2) u Accrual (3) [70ther (specify) ? - - _ - _ _ - _ - - - _ _ G Did you'materially participate' it Fth. operation of this business during 2/x18? If 'No,' see instructions for limit on lossr:s .. [X] Ye `? No H If you started or acquired this bu.,inr ;s rtLulntl 2008, check here ............. . . . ........................................... . nrwnrc MMM, -: : Y _.... 1 Gross receipts or sales. Caution. Sc a the itINWH lions and check the box if: v This income was reported to you n For in W2 and the 'Statutory employee' box or) that form was checked, or You are a member of a qualified jo to self employment tax. Also sec in:, int vniittim reportirty only rental real estate income not subject n,rtions for lirnit on losses .............. _ ..... , .. , .... , , . ?? 1 B 9 r 7 52 . 2 Returns and allowances ......... ....... ................ .. ........................................ 2 3 Subtract line 2 from line 1 ........ ` 4 Cost of goods sold (from line 42 on a(lo 2) ... .. , .... .. ....................... . . . ..... . . . . . ..... 4 5 GroSs. profit. `Subtract line 4 front Ilrt 3 ....................... ......... . . . . . . . ..................... 5 8 9 , 7 52 . and 6 Other income, including federal late tlasOlule Or fuel taX credit or refund . (see instructions) ............. ........................... . ...................................... 6 7 Gross income. Add lines 5 and 6 ... ..................... .... ....................................... 7 84,7 2. rf l ;.°':1 Expenses. Enter exnenrhs Ir1r Nisini s use of VoOr home only on line 30. $ Advartistng . ... , . , .. 9 Car and truck expenses (see instructions) ............. . 10 Commissions and fens ......... 1 11 Contract labor (see instructions) .............. 11 12 Depletion , . , „ 14' 13 Depreciation and section 179 expense deduction (not included in Part 111) (see uminx:tions) ..... ; 14 Employee berlehl proqrants (other ttwin on lint. 19) ......... U 15 Insurance (other than health) ... ,1° 16 Interest a Motkimje (pod to banks, etc) ........ lE b Other ......................... pl,( 17 Legal & professional services ... j 28 Total expenses before Pxpensas for 29 Tentative profit or (loss). Subtract lit 30 Expenses for business use of your ti 31 Net profit or (loss). Subtract line 30 • If a profit, enter on both Form 104 104ONR, line 13 of you checked the ULtsts, enter on Form 1041, line 3. • If a loss, you must go to line 32. 32 If yok, hAve :a loss, clu?c..k the Ixlx tbl 4k If you cricked 32:a, enter the loss 104ONR, line 13 (if you chocked the on Form 1041, line 3. a If you Ow.kild 321), you must BAA For Paperwork Reduction Act 1 18 Office Pxpense . . . . . .. . ........--- 1$ 19 Pension and profit-sharing plans . , • ... • , . 19 20 Rent or lease (see instructions): a Vehicles, machinery, and equipment ..... 20a b Other business property . . . . . .. . . ...... . 20b 21 Repairs and maintenance ............... 21 _ 22 Supplies (not inchMed in Part 111) 1. , . 22 23 Taxes and licenses ..................... 23 24 Travel, rnnals,, and entertainrllCnt; Pvt - t i, a Travel ...... ................... 24a b Deductible moils and entertainment (see instructions) ....... . ......... ..... 24b 25 UfilitirS .. .. ........................ 25 26 Wages (less employment credits) ........ 26 27 Other expenses (from line 48 on - . ...--. _ oage. 2) . .. . . . . . ..................... 37 usirless 1r;8 of hurtle. Add Imes 8 through 27 ........................ P' 28 from line 7 ............... ...... ........................ me. Attach Form 8829 ............................. ...... ..,,, om line 29. , line 12, and Schedule SE, line 2 or on Fonat ox on lino I, see instructions). Estates arid describes your Investment in this activity (sec instructions). it Uoth Form 1040, line 12, and Schedule SE, line 2, or on Form 1x or) lin(i I, see the lime :31 instructions). Estates and trusts, enter Form 6198. Your loss may be limited. see Form 1040 Instructions. r0110112 11120!09 10,800. 29 73j952. 30 31 73,952. A investment is 32 a at risk. S me investment 32b n is not at risk. Schedule C dForm 1040) 2008 12:55 01/21/110 D Ld L L L L M M$ MD Md M 4-04 PAGE 08 acneuule G (corm 1040) 2006 LISA M M7 TURATT I.,', Part JRV ?:, Cast of Goods Sold ( Pie 1 ee in5bucliuri5) 33 Method(s) used to valun nosing inv n tory! a LJ Cost b l J Lower of cost or, market e n Other (attach explanation 34 Was there any change in determinin If 'Yes,' attach explanation g quantitic'A, ra:;ls, qr v?,tu;,hons between opening and closing inventory? ........ ............. ... .............. . .....[]Yes n I J No 35 Inventory at beginning of year. If clif attach explanation .......... f )rr?rrt from last yy,;fr's clusing inventory, ...... .......................... 36 Purchases less cost of itnnts willlrlr; ' n fnr polsonal lire 36 37 Coil of labor. qa nol include o-my .err ounls paid In ygwmelf, • . 37 3$ M,alaritils and SuphlieS ... ....... . ..... 39 Other costs ...................... ............................... ... .... 39 ....................... . . . . 40 Add fines 35 throutlli 39 ........... .. ........ .. ...... 40 41 Invefitory at errd of veer ......... .................................................. 42 Cost of goods sold. Subtract tine 41 frorn line 40. Enter the result here and on pa go 1, line 4 , , 142 ,$.,.:,,_V 93 Information on Your Vehicle. comph3te this past only rf you are claiming car or truck expenses on line 9 8 d are not required to file Form 4562 f r this business. Sen the instructions for line 13 to find out if you must file Form 4562. 43 When did you pia+.x your vehicle in :s ervice for business purprx:es? (month, day, year) ? 44 Ot the total number of miles you dro a your vehicle during 2008, enter the number of miles you used your vehicle for: a Business _ _ b Commuting (see instructions) collier 45 Was your vehicle available for perso al use during off duty hour:.;? .................................................... E] Yes No 46 Do you (or your spouse) have anoth er vehicle available for personal uso? ,,,,,,,,,,, , , , , , , , , , , , , , , , , , , , , • , . , , , , , [] Yes n No 47a Do you have evidence to support you r deduction'' ....... .............................................. F1 Yes F] No b If 'Yes,' is the ovidenra written? Ye$ No .. Other Expenses. List ti elow business expenses not included on lines 8-26 or line 30. ------------------------- 49 Total othor ox nses. Enter here ar d on page 1, line 27 .................................................. 148 I Schedule C orm 1040) 2008 F01701 12 I1IM108 13:56 01/21/110 a Ld L L L L M M$ Ma Md M 4-04 PAGE 09 Schedule E 0 otrll 1040) 2008 Attachment See ull, No. 13 Page 2 Natnr.L•,) alxrwn nn rolurn. Do not enter name end vx ill r cunrr nurrdwr d :Jurwn ore Pacge I, Your weial security numbtrr T118A M MATUKAITT Caution: Itie ll2S com arcs nrnnunls ra or d on our tax return with amounts stsown on Schedules K•1. l? ltr;:."; Income or Loss From Pa rtnerships and S Corporations Note. If you IrrL)ort a IUss from an at-risk or, i vity tar which any amount is not at risk, you must check the box in column (e) on line 8 and attach Farm 6198. See in.-Oructions, 27 Aw yUU reporting any loss not nHuw?r. in a prior ynar dup to the at-risk or basis limitations, a {prior year unaltowRn ' loss from a p ssive rclwity (if that Ins; InP.rship expenses? ..... Y wab not reported on Form Rb82), or 11nrr?irrl4ursed par s © No ?lf You answr_rrd 'Yres,' ?;r+ instructinrr _ helare corn letin this Rprlign, (b) Enter P for partnership; (c) Chl if (d) Employer (a) Check if 28 (a) Na is S for S foreign identification any amount partnership number iS not at risk A C:UHh;N MATUKAIT•r8 I,L,c P 7.0-85')1861 D Passive Income a r d Loss Nen sssive Income and Loss _ (f) f?assrve toss allowed (g) Passive incnrrtF (h) Nonpossive loss W Section 179 (p pens e P n Onpa sive (attach Form 8582 if required) from Schedule K-1 from Schedule K-1 from 4562 Sc pdul K-1 A _ 0. D 29a totals ............... ... '•`' - -- t; _ ;;x 0. b rotats .............. -- - - - ?, i t:; • ` ti_, 30 Add cotumns, (0) and (j) of line 29a . ................ . . r r , , , .. , ...... . , , .............. 30 0. 31 Add rr>lurr,ns (f), (h)r and (i) of ling 29 ? .................. _ _ ...... , r , ............... , , .................... 31 32 Total partnership and S corporation i come or poss. Combine lilies 30 and 31. Fnter the result here and Include in the total on line 41 below .. ........ .............. 11-1 32 0 . JIM Income or Loss From Es tates and Trusts _ 33 _ _ -?a1 Name (b) Er to er 1D no. , __...___ _ _ Passiv Income and t_uss Non assive Income a d Loss (c) Passive deduction or oss allowed (d) P:>ssivr, income (e) Deduction or loss (t) O ,her inwrne (attach Form 8582 it equired) from Schedule K-1 from Schedule K-1 from chedule K-1 34aTotals ........................... F ' bT t l ""! j ?' s ............ r .............. o a . ..'. . ..... 35 Add columns (d) and (f) of lino 34r, .......................... ..... ... , , . r . , ...... 35 36 Add columns (c) and (o) of lino 341) .. ............................ ................. ..r,r,,........ ....... 36 _ 37 Total estate and trust income orposs Combine tines 35 and 36. Enter the . result hn_re and include in the total on na 41 I)cflow .... ............... . . . _ ................ , . r .... , , ... 37 me or Loss From Re Inc o al Estate Mortgagq Investment Conduits (REMIC6 ..- Residua l Hold r _ _ 3$ (a) Name _ (b) Employer Idenlification nun?hr7r (c) Excess inclusion (d) Taxable income from Schedules 0, net loss from ( line 2c (we rnslructron5) Schedules ? tine I h (a)1 Scha d come from les t3, tine 3b 39 Combing columns d ta?d e) only. En ter the. rosull here and include in the total on line 41 below .......... . . 39 . ' . Summary 40 Net farm rental imiarnp or loss) from Form 4835. Also, rom .Into! line 42 below .......... . . . ................ 40 41 Total income or (loss). Combine lines 6, 32, 37, 'i9, and 40, Fnler the result hot. and on Form 1040, line 17, or rnrrn 104ONR, I ne 1S ...... ............. ...... .................. ........ ` 41 0. 42 Reconciliation of farming and fishing come. Enter your gross ft„ rriintl ' 777 7 y, an fishing income reported on Form 4 Farm 1 R l K 1 14 d b S h d 35, line 1; Schedule K-1 (I'll al 10 0 5), -1 Ix)x 17 rexie r; and `-chedule 20S) ; ( , r(., e u e ox c e (Farm 1041), line 14, rode F (see Inst , . , r,r_tions) ........................ .... 42 43 Reconciliation for real estate professi onals. It you were a foal estate `"`:`.. Pr (see instructians), el I t a net income or (loss) you rc porled ,t;,:, ,, ? f« * ?, •.. w,:4 ,gar A, ti ::,' ?t5; +. 4 ti ;,nywhere on Form 1040 or Form 1040 H trorn all rental real ostate aclivibes I : +E F t in wt 60; you rnoterrall participated url lur the passive activity loss rules , , .. , ... 43 s! SAA rlmiimim OWol l08 Schedule E (F m 1040) 2008 13:57 01/21/110 0 Ld L L L L M M$ Ma Md M 4-04 SCHEDULE SE (Form 1040) ! Self-Employment Tax i)r,.parirncnt of Ilu: 'rrr.mlay Internal Revruwe Semite ? Attar: to Form 1040.P See 1n5trurEons for Schedule SE (Form 1040). r,larne ut person w,th self-employrnertt 0COffle (as slwwn n) hurrn 1040? Social security nlnylUer of person LISA M-MATU KAI T 1 S with self-employment income Who Must File Schedule SE You must file :;I hedule SF. )f; e You had net earnings from self•employr Long Schedule SE) of $400 or more, or • You had church employee income of $1 order is not church employee income (s Mote. I' Vilo if yno h"111 A Ins:; of a srvolll runt. eilher 'optional rnothod' in Pail 11 of I onq E;r from other than church wriployee income (line 4 of Short Schedule SE or line 4c 8.28 or more. Income from :apiviCe.4 you performed as a minister or a member of a rel e instructions). int of income from self employment, it may be to your benefit to file Schedule SE and im.10e SF (see instructions). Exception. If your only self employment income was from earnings as a minislor, roernber of a religious order, or Christian practitioner and you filed Form 4361 and received IRS approval not to be taxed on IIK) je earnings, do not file Schedule SE. write 'Exefnpt - Form 4361' on Form 1040, tine 57. May I Use Short Schedule SE or st I Use Long Schedule SE? Note. Use this flowchart only if you must till Schedule `3E. If unsure, see lMlo Must Pile Schodule SE, above. Did you receive wages or tips in 2008?-? . 17 4 No Yes ' re you a minister, rnernbNr of 8r r(-? igiour Science practitioner who receive r( 'l order, or Yes d IRS approval Was Ills li*)l of your wages and tips ,Object to social Yes n o t to be taxed on earnings from these s lf l t t urces, but you seemity or railroad retirement (tier 1) tax plus yyour n earnings from self-em lo ment more than $102 OOb? we se emp oymen ax on other earning p y , s? jNo No Are you using one of the optional method t emnin s i t ti ? to figure your Yes Did you receive tips subject to social security or Medic are Yes g , (seo ns ruc ons) ne tax that you did not report to your cmployor.Y No No Did you receive church employee lncorne Form W-2 of $108 28 or more reported un Yes Na Oid you report any wages on Form 8919, UncolloCled l S S it M di T ? YeS . , ocia ecur y and e care: ax on Wages _ You may use Short Schedulo E below -I You must use Long Schedule SE on page 2 - Section A - Short Schedule S9. C aution. Read above to see it you can use Start Schedule SE, 1 a Net f:arrn profit or (loss) from Schedule F, lint 36, rod Flan partnert;Np5, Schedule K-1 (Forrn 1065), Ix)x 14, code A ..................... .................................................................... to b If you received social security relirerrl nt or disability ber>Efits, eritor the arnour)t of Conservation Reserve Program payrrlents included un Sclier le F, line 61), or listed on SChOdule K-1 (Fern 1065), box 20, code X .... .......... .. ................ ............ , .......... lb 2 Net profit or (Ipys) from Sl;frer611e ('., ! )e 3t; Rr.l)NdulP (:-H7, Iir1F :1; Schedule K-7 (Form 10R5), box 14, rode. A (of of tlkan farming); and Schedule -I (Form 1065-©), box 9, code A. Ministers and members of religious orders, see instrs for types of income o report on this line. See 1n%trs for other income to report .............. 2 73,952. 3 Combine.. Ins la, lb & 2 .............. .. ................................................................ 3 73 952 , 4 Net earnings from self-employment. M ultiply line 3 by 92.35% (.9235). If less than $400, do not file this schedule; you do not owo Ralf-Pm. Ioyry)erlt (Ax > 4 68,295. 5 Self-employment tax. If the amount of line 4 is: • $102,000 or less, multiply line 4 by 5.3% (.153). Fnter pin ios ilf here and on Form 1040, line 57. • Moro than $102,000, nudtipl line 4 y 2.9% (.029). Then add $12 648 to the result Enter the 5 10,449. total here and on Form 1040 line 57 , , . ,., , .. ,;. ;+• , . ; , ,, .r 6 Deduction for one-half of self-employ ment tax. Multiply line 5 by 50°/. (.5). I Enter the result here and on Form 1 8 5 115. 0, line 27 ..... ....................... BAA For Paperwork Reduction Act Notice see Form 1040 Instructions. rD1A1lot 09/04MB Schedule SE rm 1040) 2008 PAGE 10 0M.B 14. 1545-M14 13:57 01/21/110 FOIrr1244 0 Ld L L L L M M$ Ma Md M 4-04 Child and Dependent Care Expenses Atlach to Form 1040 or Form 1040114R. pr•.pailuuini of the Iroigtiq Internal Rcvernlo Service (99) F See separate instructions. Name(s) :Jmwi on ir.6rn _.? LISA M MATUKAITIS Pbl'tl Persons or Organ izal (If you have more tan two 1 (a) Care provider's mete LONDONDERRY SCHOOL Your social PAGE 11 ow .1945-0014 21 1s Who Provided the Care You roust complete this part. e providers, sec the in*(ructions.) (b) Address (c) IdentihrIng, no. (no„ street, apt no., 61 (d) Amount pond y, slate, and ZIP code) (SSN or EIN) (se instructions) 1800 BAMBER_GER RD _ HAMUSBURG PA 17110 23-1743706 6F400.. Did you receive - No -? Complete only Part 11 below. dependent care enefrts? ••• Yes ^--?-? Complete Part III on page next. Caution. If the care was provided in your 1, true, you niay owe enlploymorll taxes, See tho instructions for Form 1040, lino 60, or F rrn 104MR, lime 56. 5rre;Rr!cv.1?.rear[ rvr % nyu ana ue enaentl !are tx? Z information about your qualifying person s).. If you have m (a) gtkilifying person's name - Sons, see the Instructions.- (b) Qualifying person's social Security number First Last ETITAN C.UIIEN BENNIJ'1T r TTFN__ 3 Add the amounts in column (c) of lirtr 2. Do not Nnter more than '63,000 for one qualifying person or $6,000 for two or more persons. If you comp clod Karl In, enter the amoultt frratt line 35 , . , . , . , .... • .......... • • • • 3 4 Enter your earned income. See instrt :ions ..... ...... ................... . ..................... 4 5 If married filing jointly, enter your sp use's earned inrorne (if your spouse was a student w was disabled, see the instructions): all others, enter the amount from line 4 ......... .. , ... , g 6 Enter tho smallest of lime 3, 4, or 5 . .............................. .. ............................ g 7 Enter the amount from Form 1040, nil P. 38, or l-rtrrrr, 1040NR, line 36 ........ , 7 68 671 8 Enter on line 8 the decimal amount % If line 7 is: But no Over over so.- 15,000 15,000- 17,000 17,000- 19,000 19.000 - 21,000 21,000- 93,000 23,000 - 25,000 25,000 - 27,000 27,000 •- 29,000 13 Credit for child and dependent cane xmpenses. below Inter that the applies to smaller of the lima 4 or amountr Ionnre 12 the amount from Form 1040, lire 46, or Form 1040NR, lirr4 4:3 . . . . , , . . . . . . 10 71 60 6. 10 F•r11er the 1 Feeler the amount from Form 1040, line 7 r? It line 7 is: kr , Decimal But not Decimal amount is _ Over over amount is .35 $29,000 - 31,000 ,27 - .34 :31,000- 33,ooo .26 .33 33,000- 35,000 25 .32 35,000- 37,000 24 8 X .31 37,000-:39,000 .23 .30 39,000- 41,000 •22 ;•rl .29 41,000 , 43,000 .21 "t 2.8 43.000- No iimir 76 9 Multiply line 6 by tho decimal arttnllrit air hire 8, If you paid 2007 expenses in 2008, see the instructions ....... 9 , nil c 47, or Forrt) 1040NR, line 44 . . . . . . . . . . . . 11 S ubb•act line l 1 from line 10 . If zero r Ir;tis, stop. You cannot take the credit ... , , , . , . . . • . . . . • • • • • • • • • . . • 12 here and ont=orm1040,1inr:4t3orFnml(kIONR,line45 ...................... •.•••••••• ••,•,. ••„ 13 BAA For Paperwork Reduction Act Notic4 sea separate instructions, { Qualified ?ense5 you ed and paid in for the person in column (a) 3,200. 3,200. 6,000. 68, 72.7. - 000. 0.20 7, 606. 1,2x0. 2441(2008) ru1A3212 11roa/oa 13.58 01/21/110 D Ld L L L L M M$ MD Md M 4-04 Foini 2441 (21108) LISA M M11TUK ITI i _ P:l#ttl_I Dependent Care Benefit 14 E=nter (tie total amount of dependent are benefits you receivrd in ?.008. Amounts you received as an employer: stiould be slxiwn in Wx 10 of yyour Corm(s) W-?, Do not include amounts reported as wages in hox I 'of Form(s) W-2. If you were clf•ernploycd or a partner, include Ar"Milils you received under a dependent care assistance program f om your sole proprietorship or partnership .. ....................... 14 15 Gisler Ill(- Amount, if any, you carried )vt;r from 2007 and uSr?ii in 2008 dunny the grace period. Soo inrtructionS ................... ......................................... . .. .......... 15 16 Enter the amount, it any, you fortelteq or carried forward to 2009. See instructions ..........................I 16 17 Go mtarfie lures 14 throtxlh 16. ripe ""'r iC(ion. ...... .. 17 Enter the total amount of qualified ex enses Incurred in 2008 fix the care of I18 the qualifying person(s) ......... 19 Enter Ilse Smaller of line 17 nr 18 .......................................... . . 19 20 Enter your eamed income. tiee IfIS0L chops , . ........ . , 20 21 Enter the amount shown below that a')plies to you, _ a • If married filing jointly, enter your , ousp's earned incnmc (if your ' :;p0use was a student or was disnh ,. , scr, the instruction% for line. 5), • If married filing separalely, see the Instructions for the arnnunt to enter. • All others, enter the amount frorn Iii a 20. 21 22 F 111W the smallest of line 19, 20, or ' 1 ....................................... 22 i... "' 23 Enter the amount frorn line 14 that y roceived from your sole proprietorship or partnership. If you did not receive any such amounts, enter -0- ......................... ..... 23 24 Subtract line 23 from lint: 17 ........ .........................................? 24 j ?5 25 Enter .5,000 2,500 if rnarricd Irhnr ($ l :,ep;u.rlray and you wine rerluirad Io rnllt'r your spouse's earriod P incurrie or) line 21) ................ ........................................ ..................... 25 26 Deductible benefits. Enter the small st of line 2?, 23, or a5. Also, include tins arnnunt on the appropriate line(s) of your return. See instruction. ....... ..... , • , ... , .. , ... 26 27 Enter the smaller of line 22 or 25 ... 28 Enter the arnotint from line 26 ........................ ............... 27 28 sk?:.' . ..... ................... ... ................. . . 29 Excluded benefits, Suhtrart lino 28 t orn line 27. If zero or less, enter -0................ .... . ............... 29 30 Taxable benefits. Subtract line 29 fr i line 24, If zero or less, rotes -0- Also, include this amount on Form 1040, line 7, or Form 1040NR. line 8. On the dotted line next to `orrn 1040, line /, or Form 1040NR, line 8, onter 'DCB' To gfairn thor Child and depenrlEnt care credit, complete limes 31 through 35 below, 31 Entor $3r000 ($6,000 if two or more ualifying persons) ................................................... 31 32 Add lints 26 and 29 ..... .......... .................................................................... 32 33 Subtract line 32 from lino 31. If zero r less, stop. You cannot take the credit. Exception. If you paid 2007 expenses in 2008, see the i 341jr liml • for Jinn 9 . .. . ........ . . . ..... , , . . , . , ... , . , ... , , , ...... , . 33 34 Carnplete line 2 on pogo 1 of this forr t. Do not include in column (c) any benefits :;hown on line 32 above. Then, add the amounts in column (c) and enter the total here .............................................. 34 35 Fritei ltle smaller of line 33 or :34. Al. o, ender Ihi* amount on line 3 ort page 1 of this form and cure ,tole limes 4 11 trotrr h 13 . ... . . . . ..... . . . . 35 PAGE 12 Patio 2 2441(2008) POIA3212 1110x106 13.59 01121/110 a Ld L L L L M M$ Ma Md M 4-04 RIcovery Rebate Credit Worksheet 3, Keep for your records 3 4 5 6 7 8 9 10 11 12 13 14 Name(s) SWwn on Rfaurn JJSA M MATUKAI:TT S Before you begin: • See the printed instrt • If you received Notice Mirnultrs payment, wt you can find the amo PAGE 13 2008 Social Security Numbor ::tions for Form 1040, line /0 to find out if you can take this credit. 1378, have it ;available. fhe notice shows the amount of your economic ich you will need to fill in line 28 below. If you do not have Notice 1378, rnt of your econornlc stimulus payment on www.irs.gov. 1 Can oU, or your spouse if filing a joint return, be claimed as a dependent on another person's ret X No. Go to line 2. f Yes. You cannot take the credit. Stop here. 2 Does your tax return Inc ude a valid social security number for you and, if filing a joint return, your spouse? Yes. `skip lines , and 4 and go to line 5. No, Go to line 3. Are you filing a joint rat rrn for 2008? Yes. Go to line No. You cannot ake the credit. Stop hero, .11 Were either you or your spouse a member of the U.S. Armed Forces at any time during 2008? H Yes. Go to line . No. You cannot lake the credit. Stop here, Enter the arnount from one 1040, line 56 ............................................ 4,40 Enter the amount from Form 1040, line 5? . ........ .... . . . . . ........... 2100 . ...................... ... . . . Add lines 5 and 6 ............ ......................... . . 6, 40 Enter $600 ($1,2110 if ri-arried filing jointly) . .................. .......... ......... 60 Enter the smaller of tin 7 or line 8 .............. ... .......... ........ .... , .... 60 Is the amount on tine 9 at least $300 ($600 if married filing jointly)? U Yes. If you have at least one qualifying child for whom you entered a valid social security number" on Fort t 1040, line 6c, column (2), and checked the box in column (4), or have at least one qualifying child with a valid social security number' for whom you completed Form 8901, go t line 11. Otherwise, skip lines l 1 through 21 and enter the amount from 15 Are you filing Form 2555 or 2555-t=Z to exclude foreign earned income, or using one of the optional methods to figure your net earnings from self employment on Schedule SE, or are you a church 7 7 yee or member r f the clergy? Yes. Fill out the Earned Income Worksheet in Pub. 972 and enter on line 16 the amount from line R of It at worksheet. No. Go to line i6. line 9 on line :' Q No. If line 7 is more than zero, go to line 11. Otherwise, skip line 11 and go to line 12. Is your gross income" mmore than the amount shown below for your filing status? a Program calculMed gross income . .................. . 84, 752 . b Adjustment to gross income ............. ......... . ........ . c Gross income .. . ..................................... . 84x752. • Single or married f li ig Separately -- $8,950 • Married filing jointly - $11,900 • Head of household $11,500 • Qualifying widower $14,400 No. Go to tire- 1 X Yes. Skip lines 2 through 18 and go to line 19. Enter the amount frorn Form 1040, line 20a . . . ..................... . . . . .......... . . Enter the amount of any nontaxable veterans' disability or death benefits you received in 2008, ...................... ................ Are ou filing Form 8812? Yes_ Skip line 15. Fnter on line 16 the amount from Form 8812, line 4a. No. Go to line 15. 13:59 01/21/110 D Ld L L L L M M$ MD Md M 4-04 LISA M _MATUKAf'r'r, 16 Earned income. If you c id riot already enter an amount on this line as instructed on lines 14 or 15, comp cte Worksheet B on page 51 in the printed instructions and enter the amount fr m Worksheet 8, line 4b. (If you (or your spouse, if filing jointly) had nontaxable ombat pay, did not file Form 8812, and did not enter an amount on Form 1040. Iron. 64b, add your (arid your spouse's) nontaxable combat pay to the arlw nt on this line.) a Program calculated tarried income ....... b Adjustment to earned income ............. c tarned income ... ...................... ... .... 17 Qualifying income. Art lines 12, 13 arid 16 ..................... ................... . 18 Is lino 17 at least $3,00J? No. Skip lines 1 through 21 and enter the amount from line 9 on line 22. Yes. fao to line 19. 19 Enter $300 ($600 if married filing jointly) ............................................. 20 Enter the larger of line or Irne 19 . ............ ..................................... 21 Multiply $300 by the nu nber' of qualifying children for whom you entered a valid social security number* on: • Form 1040, line 6c, olumn (2), and checked the box in column (4), or • Form 8901, column b) .............. ... .. . . , ........... . ..................... 22 Add lines 20 and 21 ............. . 23 Enter the amount from orm 1040, line 38 ...................... . .................... . 24 Fnter $75,000 ($150,000 if married filing jointly) ............................... . . .. . 25 Is the amount on line 2 rnore than the amount on line 24? X No. Skip Iine 215Fnter the amount from line 22 on line 27 below. ( Yes. Subtract line 24 from line 23 ....... ... ......... ........ . . ............ . 26 Multiply tine 2`? by 5% .05) ................ ... .. ... , .... ...................... . 27 Subtract line 26 from Iii a 22. If zero or less, enter 0 (zero) .... . . . . . ........ ....... . 28 E=nter the amount, if any, of the economic stimulus payment you received (before offset) as shown on No ire 1378 or www. irs. gov. If you received more than one payment, enter the total of all payments you received as shown on all Notices 1378 or on www.irs.gv. . If filing a joint return, include, your spouse's payment as shown on your spouse's Notice 1378 or on www, irs gov, If you filed a joint return for 2007 an received an economic stimulus payment, you and your spouse are each t eated as having received half of the payment ......... . . .... . 29 Recovery rebate crcdi . Subtract line 28 from line 27, If zero or less, enter -0• (zero). Enter the rr... ult here and, if more than zero, on Form 1040, lino 70. If you entered an amorist on line 13 above, enter "VA" on the dotted line to the left of Form 1040, line /0, If you (or your spouse, if filing jointly) had nontaxable combat pay, did riot file Form 8812, and did not enter an amount on Form 1040, line 64b, enter "NCP" to the Icft of Farm 1040, line 70. If line 28 is more than line 27, y. a do not have to pay back the difference ............... 1,20 68, 67 '751 00 1.2 1l 2 0 __ PAGE 14 2 - -- . '_ -7- A valid social security r umber is not required for a qualifying child if you filed a joint return AND either you or your spora •e was a member of the 11,S. Armed Forces at any time during 2008. ** Your gross income incl udcs the total of the following amounts: Form 1040, lines 7, 8a, 9a, 10, 11, 13 (if you were not refit fired to file Schedule D), 15b, 16b, 19, 20b, and 21 (excluding any negative amounts); Schedule C, line l; Schedule C-F7, line 1; Scl-iedule E, lines 3 and 4; Schedule F, line 1 f=orm W5, line 7; Schedule K-1 (Form 1065), box 14, nodes R and C; Schedule K-1 (Form 1065-B box 9, code K-2; Scha ule K-1 (Form 1120S), box 14, code E3. But do not include un this line any amount for which your aimed the foreign earned income exclusion or the housing exclusion on Form 2.555 or 2555-EZ. Your gross incorne als includes the total of all gains from Schedule D, lines 1, 8, and 13; Scheduk D-1, lines 1 and 8, Forr 4FiF34, line 14, and column (c) of lines 35 and 40; Form 4797, lines 2, 10, and 30; Form 625; tin s 2?1 and 35; Form 6781, lines 1 and 12; Doren 8824, lines 14, 23, 35, and 3 and Form 2439, line j .Curt subtract from this total any section 1202 exclusion, any section 1045 o 5eriion 1397(3 rollover, any exclusion of gain from DC Zone assets or qualified community assets, and any section 121 a elusion shown on :ichedule D or Form 4797. 14:00 01/21/110 D Ld L L L L M M$ MD Md M 4-04 PAGE 15 I- l o M MATUKAiT L5 185-66-3438 F' ge 3 Note: Based on the infer ation on your 2007 (,)x return, the eshm:ated ;mount of rebate that you received was: basic Credit ..................... . ..................... ................... Child Credit ...................... . . . . . . ........................... Reduction Due to Aiiju sted Gross Income Limitation . . . ..... . ......... . . . . . ... . Total Estimated Rebate ................... .... 14:00 01/21/110 Forth 1040 Line 52 D Ld L L L L M M$ MD Md M 4-04 Child Tax Credit Worksheet ¦ Keep for your records, N},nr. nc 3hrwdn un Relurri USA M MATUKAI'1'IS PAGE 16 2 08 tiC,CrJI Smstry Nvinfxr Before yotf begin: ? Filaure tltip lritin,nt of residential energy efficient property r,redit, mortgage interest r:nhlit, or the C Columbia f rst time hornebuyer ciedit you are claiming. Caution! + To be a qualifying child for the child tax err>dit, the child must be under age 17 at the end of 2008 and meet the other requirements listed below. 1 Number of (1yalifying c •nldrnn, 2 x 1,000. Enter the result ... . .. . .......... 1 _ 2 Enter the amount from Form 1040, line :38• Form 1040A TIP: You miry Ile ;a 1,1 , to fake the additional child tax credit on Form 1040, line 66; Form 1040A, fir , 41; or Form 1040NR, line. 61 only if you answered 'Yes' on line 13. • First, cornplV a your Form 1040 through line 65. Form 1040A through line 40a, or Form 1040Nt thruuph lino 60. • men, use. F m 8812 to figure r,ny additional child tax credit, 7 9 of 2L000• 7L606 - f'riter the Iolal 10 11200. 11 Are you claiming any of the following credits'? • Mortgage interest c. edit, Form 8396 • Adoption credit, For 8839 • Residential pnpigy r fficient property credd, Form 5695 • District of Columbia first-tirne homebuyer credit, Form 8859 f -1 No. Finer tho a punt from line 10, _L .......... 11 Yes. Complete U Line 11 Worksheet to figure the amount to enter here. f 12 Subtract line 11 from ine 9. Enter the result ............................ . . . ......._........ 12 13 Is film amount on line of this worksheet more twin the arnounl nn line 12? Xn No. Enter the ai aunt Irprn lino 8. This l5 your child tax credit ...... 13 J J Yes. Enter the ?7r nt,nt from line 12, Sea the TIP below. line 22; or Form 1040 H, fire 36 .................... ......... 2 68,671. 3 1040 filers: Enter the t tal of any - • Exclusion of income from Puerto Rico, and • Amounts from Form ^.S5, linos 45 and 50; _ 3 0 Form 2555-E7., line 18; and Form 4563, line 15, - 1040A and 1040NR filers; Enter •0 .. 4 Add lines ? anti 3. Enter the total ........... 4 68,671. S Enter the amount sho n below for YOUr filirxl SWUS. • Married filing jointly - $110,000 • :single, hood of household, or qualifying ..... 5 - 754 000 _ wirfow(er) - $75,00 - • Married filin se ar• tel - $.",000 6 Is the amount on line more that) ilu? amount on line 5? XB No. Lane line 6 blank. Enter -0- on line 7. Yes. Subtract lint). 5 from tine 4 ........ . . ..... . . . . ..... 6 If thr. result is not multiple of $1,000, increase it to the next mt,ltii)le of $1,000. For example, incieaso $425 to $1,000, inrretysA 1,025 to $2,000, etc. 7 Multiply the amount or line 6 by 5% (05i Enter the result . . . . .. .......................... . 8 Is the amount on line more than lhp amount on line 7? You c• nnot take the child lax credit on Forrn 1040, line 52; Form 1040A, ling ? No. 33; or orrn 1040NR, line 47. You also cannot take the additional child tax credit on Forrn 1040, line 66; Form 1040A, line 41; or Form 1040NR, line 61, Corflpl to the rest of your Form 1040, 1040A, or form 1040NR. X Yes. Subtract lin 7 from lure 1, Folp.r tho result. Go to Part 2 ..... . .... . . . . ............ . 9 Enter the amount frnrr Form 1040, line 46: F'orrn 1040A, line 28, or Form 1040NR, line 43 . , 10 Add the amounts (run - --- Form 1040 or Form 1(40A or Form 104ONR Line: 47 . - Line 44 _ Line 48 I.rne J Line 45 + 1, 200 . Line 49 Lino 3 + - Line 50 Line 3 - - - + Line 51 t irie 3 . Line 46 + - - 06. 000. Enter t Ill's amount on Form 1 fine 52; Form I fine 33; or For 1(J4AfVft, line 47 1`01A2212 01108/09 14:0101/21/110 a Ld L L L L M M$ MG Md M 4-04 • Form 1040 S udent Loan Interest Deduction Worksheet Line 33 . Keep for your records 8 Student loan interest deduction. Subtract line 7 from line 2. Enter the result here and on Form 1040, line 33. Do not include this amount in figuring any other deduction on YO Ur return (sur-h as on ;schedule A, C, F, etc.) ............. 8 Modified AGI is the amo nt frorn Form 1040, line 22, increased by any excludable income from Pue Rico, or of bona fide residents of American Samoa, Guam, or the Commonwealth of the Northern Mariana Islands, and foreign earned incometh of sing exclusion, and decreased by amounts on Form 1040, lines 23 thro -igh 32 and any write-in amount next to line 36, riot including the Foreign holrsing dedUCti m on line A of the Other Adjustments to income Smart Worksheet. 2008 PAGE 17 Name(s) Shown on Return Social Secunt Numbs LISA M MATUKA r.'r' lS 1 Enter the total inters t you pairs in 2008 or1 qualified student loans .............. 1 661. (see Form 1040 instrr r..tions). 2 Enter the smaller of I tie 1 or $2.500 .. .. ................ ....... ............ 2 661. 3 Modified AGI .... ... ............. ........ ......... ... ........................ 3 6 H 727. Notes If line 3 is $70,0 00 or more it single, head of household, or qualifying _ widow(er) or $145,00 or more if married filirtig jointly, stop here. You cannot take the deduction. 4 Enter- $55,000 if sing e, head of household, or qualifying widow(er); $115,000 If married fi ing jointly ................ . ... .................... 4 55, 000. 5 Subtract line 4 from li a 3. If zero or less, enter -0- here and on ling 7, skip _ line 6, and go on to Ii ie $ .. .................... ...................... . .... 5 13# 727. 6 Divide line 5 by $1 r,f 0 or $30,000 if married filing jointly. Enter the result as a lecirnal (rounded to at Inasl three places) ................. 6 0, 9151 7 Multiply line 2 by line 6 ........ . . ................... ...... 7 _ 605. CERTIFICATE OF SERVICE I certify I caused a true and correct copy of the foregoing Income Statement to be served this 22"d day of January 2010 via U.S. mail, upon the following: Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 Lisa Matukaitis 2010 JAH 25) FIN, 1: Le 3 CUIV/I',.. - . V 11'1 f !r AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohenLa),gmail.com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY Plaintiff, V. Aaron Cohen CIVIL ACTION IN LAW-DIVORCE 1199 Highland Drive Bloomsburg, PA 17815, No. 2007 CV 06815 DV Defendant. EXPENSE STATEMENT OF DEFENDANT Mortgage or Rent: None, I live with my parents. Health Insurance Premiums: $400.00/mo. (Currently paid for by my father) Unreimbursed Medical Expenses: Doctor: Approx. $500.00 outstanding, plus $1000.00 deductible left, $50-$75/mo. (currently father pays) Medicine: Approx. $200.00/month (currently father pays), Deductible Almost Met Dentist: n/a Orthodontist: n/a Hospital: n/a Medicare: n/a Special Needs: n/a Child Care: Approx. $500.00/mo. For gas, food, clothes, entertainment (currently father helps). Private School: n/a Parochial School: n/a Loans/Debts: In excess of $100,000.00-Law School loans, Outstanding Credit Cards (in default) Support for Other Dependents: Other Child Care: n/a Alimony: n/a VERIFICATION I verify that the statements made in this Answer are true and correct to the best of my knowledge and belief. I understand that false statements made in this Answer and Counter-Claim are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: January 19, 2010 Aaron Cohen 2010 JAN 25 P11 ! : z 8 i r. ? 9 AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongra cen a gmail.com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY Plaintiff, V. Aaron Cohen CIVIL ACTION IN LAW-DIVORCE 1199 Highland Drive Bloomsburg, PA 17815, No. 2007 CV 06815 DV Defendant. INCOME STATEMENT FOR DEFENDANT INCOME Employer -& Address Type of Work I Payroll Number_ Pay Period Weekl ` Gross per pay period tf 3 IS Itemized Payroll Deduction ; t. to It, S Federal Withholding FICA * C>sa.?s Local Wage Tax 0 % i -.NG •-70 State Income T , I , ?.-7 Mandatory Retirement I a "13 , Io 3 Union Dues ?p Health Insurance Other D y C_? %5 e J p1,?+?Nl v C. I? Net Pay per Period . Other income: (in weekly, monthly, other) Interest Dividends Pension Distributions Annuity Social Security Rents Royalties Unemployment Comp Workers Comp. Employ Vent Fringe Benefits Other d(t ^? s !? a h u I a. Total Total Income_$ PROPERTY OWNED (Indicate Description, Value, and Ownership) Checking Accounts C 1. Savings Accounts 4 , 0 0 Credit UNION Stocks/Bonds N Real Estate MAI Other INSURANCE (Indicate Company, Policy Number, and Beneficiaries) Hospital, Medical Health/Accident- Disability Income 0 uv vf- r. ?g16.f6? fy 4) Dental Other N, VERIFICATION I verify that the statements made in this Answer are true and correct to the best of my knowledge and belief. I understand that false statements made in this Answer and Counter-Claim are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: January 2010 Aaron Cohen 1 t?L-J 7,- py 2010J1 '5 r,' is ' p"f Gt.%Iti? r ,, r 1 `?.l 121! '. ?..{ AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aaron?ycohen(c> >mail.com Lisa Matukaitis 3312 Trindle Road : Camp Hill, PA 17011 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY Plaintiff, V. Aaron Cohen CIVIL ACTION IN LAW-DIVORCE 1199 Highland Drive Bloomsburg, PA 17815, No. 2007 CV 06815 DV Defendant. INVENTORY AND APPRAISEMENT OF DEFENDANT 1. Car, Toyota Camary 1997, 213,000 mi. approx.--$1,500. 2. Sony Television--$500.00 3. Laptop Computer--$100.00 4. Desktop Computer-4100.00 5. Furniture and Household items; Dining Room Table, Chairs, lamps, Shelves, etc.- Approx. $1,000.00 at most. VERIFICATION I verify that the statements made in this Answer are true and correct to the best of my knowledge and belief. I understand that false statements made in this Answer and Counter-Claim are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. DATE: January 19, 2010 Aaron Cohen ?pV _F THE F r! ` (lA?' lTA l i 2010 FEB I I AM 10: 13 AARON GRAY COHEN Pro Se 1199 Highland Drive Bloomsburg, PA 17815 (717) 418.0500 aarongraycohen&, gm ai l . com Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Plaintiff, V. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815, Defendant. Defendant hereby submits the following: : CIVIL ACTION IN LAW-DIVORCE No. 2007 CV 06815 DV DEFENDANT'S PRAECIPE TO WITHDRAW ALIMONY CLAIMS WITH PREJUDICE Defendnat hereby withraws all and any of his Alimony claims in the above-referenced action with prejudice, and asks that a divorce decree be entered. Respectfully Submitted, Aaron Cohen DATED: February 6, 2009 CERTIFICATE OF SERVICE I hereby certify that I caused a true and correct and complete copy of the foregoing to be sent via Certified Mail, Return Receipt Requested, and Regular Mail, Delivery Confirmation, on this 6th day of February, 2010 upon the following: Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 and at 211 State Street Suite 100 Harrisburg, PA 17101 BY: Aaron Cohen Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 lm@matlawllc.com 717-412-7759 PL.EI -'ACE C " ?`?, ?CRY THE F 2610 FEB 23 PAM 3' rU IN THE COURT OF COMMON PLEAS LISA MATUKAITIS CUMBERLAND COUNTY, PA Plaintiff No. 2007 CV 06815 DV V. In Divorce AARON COHEN Defendant. WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER 3301(C) OF THE DIVORCE CODE TO THE PROTHONOTARY: 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. I understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Date: February 23, 2010 UWU_ -1? Lisa Matukaitis, Plaintiff RESPECTFULLY SUBMITTED 4sa s 3 312 Trindle Road Camp Hill PA 17011 Ph. 717.412.7759 Fax 717.412.7764 lm@matlawllc.com DATED: February 23, 2010 CERTIFICATE OF SERVICE I hereby certify that I caused a true and complete copy of the foregoing Waiver of Notice of Intention to Request Entry of a Divorce Decree Under Section 3301(c) of the Divorce Code was served via hand delivery and U.S. Mail this 23`d day of February 2010 upon the following: Defendant Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 Lisa Matukaitis, Esq. Aaron Cohen - 1199 Highland Drive 201 FE3 23 3:43 Bloomsburg, PA 17815 717-418-0500 01 IN THE COURT OF COMMON PLEAS LISA MATUKAITIS CUMBERLAND COUNTY, PA Plaintiff No. 2007 CV 06815 DV V. In Divorce AARON COHEN Defendant. WAIVER OF NOTICE OF INTENTION TO REOUEST ENTRY OF A DIVORCE DECREE UNDER 3301(C) OF THE DIVORCE CODE TO THE PROTHONOTARY: 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. I understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Date: February 23, 2010 Aaron Co en, Defendant RESPECTFULLY SUBMITTED A 66n C 1199 and Drive Bloomsburg, PA 17815 717-418-0500 DATED: February 23, 2010 CERTIFICATE OF SERVICE I hereby certify that I caused a true and complete copy of the foregoing Waiver of Notice of Intention to Request Entry of a Divorce Decree Under Section 3301(c) of the Divorce Code was served via hand delivery and U.S. Mail this 23rd day of February 2010 upon the following: Defendant Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 i Aaron C LISA MATUKAITIS Plaintiff V. AARON COHEN Defendant. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PA c? N No. 2007 CV 06815 DV In Divorce - a .1:7 [ ' ) AFFIDAVIT OF CONSENT 1. The parties to this action separated on November 7, 2007 and have continued to live separate and apart for a period of at least two years. 2. A complaint in divorce under section 3301(d) and 3301(c) was filed on November 9, 2009. 3. The marriage of the plaintiff and defendant is irretrievably broken and ninety days have elapsed from the date of filing and service (November 17, 2009) of the Complaint. 4. The marriage is irretrievably broken. 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. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Date: March 9, 2010 ? a 01 4SP",t11A- Lisa Matukaitis, Plaintiff RESPECTFULLY SUBMITTED Lisa Matukaitis 3312 Trindle Road Camp Hill PA 17011 717-514-3762 DATED: March 9, 2010 CERTIFICATE OF SERVICE I hereby certify that I caused a true and complete copy of the foregoing Affidavit of Consent was served via U.S. Mail this 9t' day of March 2010 upon the following: Defendant Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 -AWL", Lisa Matukaitis Aaron Cohen 1199 Highland Drive Bloomsburg, PA 17815 717-418-0500 LISA MATUKAITIS Plaintiff V. AARON COHEN Defendant. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PA No. 2007 CV 06815 DV` In Divorce . _; .y m _ ? a ro r'4 AFFIDAVIT OF CONSENT 1. The parties to this action separated on November 7, 2007 and have continued to live separate and apart for a period of at least two years. 2. A complaint in divorce under section 3301(d) and 3301(c) was filed on November 9, 2009. 3. The marriage of the plaintiff and defendant is irretrievably broken and ninety days have elapsed from the date of filing and service (November 17, 2009) of the Complaint. 4. The marriage is irretrievably broken. 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. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Date: February, 2010 -==?- AaroJen; ?e endant RESPECTFULLY SUBMITTED Aaron Cohen j 1199 Higkd?fid Drive Bloomsburg, PA 17815 717-418-0500 DATED: February ?7, 2010 CERTIFICATE OF SERVICE I hereby certify that I caused a true and complete copy of the foregoing Affidavit of Consent was served via U.S. Mail this?Lday of February 2010 upon the following: Plaintiff Lisa Matukaitis 3312 Trindle Road Camp Hill, PA 17011 Aaron Cohen LISA MATUKAITIS, Plaintiff VS. AARON COHEN, Defendant AND NOW, this THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 07- 6915 CIVIL IN DIVORCE ORDER OF COURT 10?-tt day of , 2010, the Defendant having filed a praecipe withdrawing the economic claim of alimony raised in the pleadings, the parties having filed affidavits of consent and waivers of notice of intention to request entry of divorce decree, there being no further claims pending before the Master, the appointment of the Master is vacated. BY THE COURT, 1411- Ke A. Hess, P.J. cc: ?isa Matukaitis Plaintiff ,/Aaron Cohen Defendant -om N "ail r'o 0 `° U Sp- M «,S IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA VS. CIVIL DIVISION C09-EW NO. 900 -7 av 009 J CIVIL TERM PRAECIPE TO TRANSMIT RECORD n o To the Prothonotary: IF Transmit the record, together with the following information to the court for entry ofdivorce-r-tlec 1 . Ground for divorce: ' ' Cn ? I r; etri Irrln?ein i inrlar , pvahl rea 3301(d)(1) of the Divorce Code. ? 2-' (Strike out inapplicable section). A q 19 L6 S " BS` J 2. Date and manner of service of the complaint: V+ a U U, , ? t V?.? ?? C?1'leYl ? ?.4E? r b). 3. Colplete elt er paragraph (a)' (a) Date of execution of the affidavit of consent required by §3301 (c) f the Divorce Code: by plaintiff r by defendant -7 1 (b) (1) Date of e e S P f h affi avit required by §3301(d) of the Divorce Code: ?A ? 0? f o (2) Date of filing and service of the plaintiff's affidavit upon the respondent: 0 4. Related claims pending: Y) d V? 5. Complete either (a) or (b). (a) Date and manner of service of the notice of intention to file praecipe to transmit record, a copy of which is attached: (b) Date of plaintiff's Waiver of Notice.in §3301 (c) Divorce was filed with the Prothonotary: Date defendant's Waiver of Notice in §3301 (c) Divorce was filed with the Prothonotary: D?- `a'7) , ( 0 l Attorney for Plaintiff #09fMTdT1M r V. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA 49-z)?A NO. DIVORCE DECREE AND NOW, M ai L,h 13 1010 , it is ordered and decreed that Ll,c?,L 0 41 UL AI TIS , plaintiff, and AA. D D E ? tJ , defendant, are divorced from the bonds of matrimony. Any existing spousal support order shall hereafter be deemed an order for alimony pendente lite if any economic claims remain pending. The court retains jurisdiction of any claims raised by the parties to this action for which a final order has not yet been entered. Those claims are as follows: (If no claims remain indicate "None.") By the Court, k Attest: J. Prothonotary S-aHl10 Cel'-L . COP r'?) Gl 1 ie8 U -04,- .