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HomeMy WebLinkAbout01-2213 JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUKBERLAND COUNTY. PENNSYLVANIA v. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant # CJ (- ~;k I ,~IVIL TERM forth in the following pages, you must take prompt action. YOU are warned that You have been sued in Court. If you wish to defend against the claims set NOTICE TO DEFEND AND CLAIM RIGHTS if you fail to do so, the case may proceed without you and a decree of divorce or annulment may be entered against you by the Court. A judgment may also be entered against you for any other claim or relief requested in these papers by the plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for divorce is indignities or irretrievable breakdown of A list of marriage the marriage, you may request marriage counseling · counselors is available in the Office of the prothonotary at the cumberland County Court House, Carlisle, pennsylvania, 17013. FEES, OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S RIGHT TO CLAIM ANY OF THEM. LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Bar Association 2 Liberty Avenue Carlisle, pennsylvania 17013 717-249-3166 JEFFREY S. KOLODZI, plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA v. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant # 01- ;J ~J,3 CIVIL TERM AFFIDAVIT OF MARRIAGE COUNSELING 1. I have been advised of the availability of marriage counseling and I, Jeffrey S. Kolodzi, being duly sworn according to law, depose and say: understand that I may request that the Court require that my spouse and I 2. I understand that the Court maintains a list of marriage counselors in the participate in counseling. prothonotary's Office, which list is available to me upon request. 3. Being so advised, I do not request that the Court require that my spouse and I participate in counseling prior to a divorce decree being handed down by the Court. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904 relating to unsworn falsification to authorities. 5~~f} Dated: jl'Jtll It '/1,11 S. Kolodzi, Plaintiff Sworn and subscribed to befo" me. this 11,#\ of 4~ i..Q day , 2001. ,..IIl----......~. . ." NOTAIIAL SEAL CIlOL A. ~tJ ~ PubIc :e===~;, ..-..;:...:-.:...~,..;,.;~.;;:.,A:lilJD:';"" ....:"...;i:*~ ......,:.."'1...........":::.....:._".,,.,.. '. ". . ~oJ) II, '/~O-Vl~J Notary publi JEFFREY S. KOLODZI, plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant # 0' - :l,2 1-3 CIVIL TERM COMPLAINT IN DIVORCE TO THE HONORABLE, THE JUDGES OF SAID COURT: AND NOW COMES, Jeffrey S. Kolodzi, Plaintiff, by his attorney, Ruby D. Weeks, Esquire, who avers as follows: 1. Plaintiff, an adult sui juris, is Jeffrey S. Kolodzi, a u. S. citizen, who currently resides at 25 S. pitt Street, Apartment 4, Carlisle, Cumberland County, Pennsylvania 17013, since March 28, 2001. 2. Defendant, an adult sui juris, is Patricia A. Kolodzi, a u. S. citizen, who currently resides at 571 F Street, Carlisle, Cumberland County, pennsylvania 17013, since 1994. 3. Plaintiff and Defendant have been a bona fide resident(s) in the Commonwealth of Pennsylvania for at least six months immediately previous to the filing of this Complaint. 4. The Plaintiff and Defendant were married on June 17, 1988, at Carlisle, Cumberland County, Pennsylvania. 5. There have been no prior actions of divorce or for annulment between the parties in this or any other jurisdiction. 6. Neither party is a member of the Armed Forces of the united States. 7. The marriage is irretrievably broken. 8. Plaintiff and Defendant have lived separate and apart since December 25, 2000. 9 . plaintifft has been advised that counseling is available and that plaintifft may have the right to request that the Court require the parties to participate in counseling. 10. plaintiff requests the Court to enter a decree of divorce. COUNT I (A)- INDIGNITIES 3301 (a) (6) of the Divorce Code 1 . Paragraphs 1 through 6 are hereby incorporated by reference and made a part hereof. 2. The averments under this Count are not collusive. 3. Defendant has offered such indignities to Plaintiff, the innocent and injured spouse, as to render her condition intolerable and life burdensome. COUNT II - IRRETRIEVABLE BREAKDOWN 3301 (c) of the Divorce Code 4. paragraphs 1 through 3 are hereby incorporated by reference and made a part hereof. 5. The marriage is irretrievably broken. a. plaintiff and Defendant have lived separate and apart since December 25, 2000. 6. Plaintiff has been advised as to the availability of counseling and that he may have the right to request that the Court require the parties to participate in counseling. 7. plaintiff requests the Court to enter a decree of divorce. COUNT III - REQUEST FOR DIVISION OF PROPERTY UNDER SECTION 53502 OF THE DIVORCE CODE B. Paragraphs 1 through 7 are hereby incorporated by reference and made a 9. The parties purchased or otherwise obtained during the course of their part hereof. 10. Upon entry of a divorce decree, such property should be divided equitably marriage property which is considered "marital property". as is just and proper. WHEREFORE, plaintiff prays that a decree in divorce be entered divorcing plaintiff from the bonds of matrimony between the said plaintiff and Defendant. a . As to Count I, that a decree in divorce be entered divorcing plaintiff from the bonds of matrimony between the said plaintiff and Defendant. b. As to Count II, in the alternative, should Defendant execute an Affidavit consenting to -a divorce because the marriage is irretrievably broken, that a decree in divorce be entered divorcing Plaintiff from the bonds of matrimony between the said plaintiff and Defendant. c. As to Count III, that this Court determine marital property and order an equitable distribution thereof. d. Such other additional relief as the Court deems necessary and appropriate. I understand that false statements herein are made subject to the penalties of I verify that the statements made in this Complaint are true and correct. 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. Date: ~alL It, .'//b'! , _IA"./ ~ ~~~- Ruby D. W~eks, Esquire Attorney for Plaintiff 10 West High Street Carlisle, PA 17013 (717) 243-1294 ~ . '. '\. COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND The above named, Jeffrey s. Kolodzi, being duly sworn according to law, deposes and says that the facts contained in the foregoing complaint are true and correct, and the complaint is not made out of levity or by collusion between her and the said Defendant for the mere purpose of being freed and separated from each other, but that it is brought in sincerity and in truth for the cause mentioned in the said complaint. sworn and SUbsc~~ed to bef~e(thiS day of 11 J D ' 2001. - 0Attll.Q lA. ~~1F~J Notary Pub ic ... . 1St-< OH an tIl~ rzl an -<> ... ~E-4cn rzl~ ... H t HrzlN ~>t~ H N I:]rzll Pttll~ ~ N ~ H g~~~ ~~ ~ 0 :j rzlE-4ocn rzl 0 ~ ~ tIlt'N Qrzll I'zl E-4 ~ 'I-l 0 R ~ ...=MM JjPt tJ 0 'I-l ~ Cd tilt!) I o ... ~ P: ~ ~ .rot res 0 tiH-<~ tJ>t~ 0 H ~ . . R tJ :> R to -< r:=Pt~ / :> . Q) 1Zo~~ H H tIl . rot > 'I-l I'zl o tJ ~ tJ Cd -< Q) tJ E-4 ... t' 0-< >t M H Cl ~ . tIl rzl M ~ rzl P. tJ g ~!:~t' E-4tJ~ H ~ H ~~H 1St ~ H ~OH o :> *= 1St ~ ~ mM~ tJ ~ I'zl ~ P. P: tj 1'zlP: :I:1'zl ~~ ~ ~tJ ........... .-...... ~ ~ "---. ~ ~ r' ~,,' -. . ~::> CoO.- ~ .-~.~ ..1 t i : : ~~ ~ L: ~~:: :.- ~ 'v ~ -~: -:. . -, .. "..,." 1\ ~.) ~ - .....::. ............... ~ ~,~ . ~~. ll. J ~ ~ .~ JEFFREY S. KOLODZI, Plaintiff vs. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 PRAECIPE TO TRANSMIT RECORD To the Prothonotary: Transmit the record, together with the following information, to the court for entry of a divorce decree: 1. Ground for divorce: irretrievable breakdown under Section (330 1 (c)) 2. Date and manner of service of the complaint: was served on Patricia A. Kolodzi, at 571 F Street, Carlisle, Cumberland County, Pennsylvania, 17013, by mailing the same to her by certified mail, restricted delivery, No. 7099 3400 0018 5048 7812, on May 18, 2001 Service was accepted on May 21, 2001. 3. Date of execution of the affidavit of consent required by Section 330 1 (c) of the Divorce Code: by the plaintiff 11/26/02; by the defendant 12/6/02 4. Related claims pending: none 5. Date plaintiffs Waiver of Notice in ~ 3301(c) Divorce was filed with the prothonotary: December 10.. 2002 Date defendant's Waiver of Notice in ~ 3301 ( c) Divorce was filed with the prothonotary: December 10.. 2002 Date: December 10, 2002 ...~ \U,~~~ Ruby D. ekes, Esquire Attorney for the Plaintiff 1 () c: :?'" -0 CiJ 92~8 ~~; [2C; ~c~ ~(J >e: z =< o t"V :::J rT'l n ~ I. o'T"} -.. .. :.":i (~ -u - . ~ ~:~.;:.~ t;a,? ." -:. ~!J ~_5?/'.' --; ......-. :0 -< \D II JEFFREY S. KOLODZI, Plaintiff v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 2213 CIVIL TERM 2001 PATRICIA A. KOLODZI, Defendant IN DIVORCE AFFIDAVIT OF CONSENT, ACCEPTANCE OF SERVICE AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER SECTION 3301 (C) OF THE DIVORCE CODE 1. A complaint in divorce under Section 3301 (C) of the Divorce Code was filed on April 16, 2001. on 2. Defendant acknowledged receipt and accepted service of the Complaint 3. The marriage of the Plaintiff and Defendant is irretrievably broken and ninety days have elapsed from the date of the filing of the Complaint. 4. I consent to the entry of a final decree in divorce without notice. 5. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 6. I understand that I will not be divorced until a Divorce Decree is entered by the Court and that a copy of the Decree will be sent to me immediately after it is filed with the Prothonotary. 7. I have been advised of the availability of marriage counseling and understand that I may request that the court require counseling. I do not request that the court require counseling. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unswor~/jification to auth~:ities. II Date: /1'1-4 - OJl II o C.: ~~i Z t~~: ~~. ~ \--~ ~C: ~C" )?C Z =t (:=1 N r:"? r"'Y" Ci o ::~ .-""...... S:: ,0 C'.') -:'::h I ---- 'i .' ~~. ",:' . "t --. .,. } ,'-.'. t ~ ;~; -=< JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 AFFIDAVIT OF CONSENT 1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on April 16, 2001. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing and service of the Complaint. 3. I consent to the entry of a final decree of divorce after service of notice of intention to request entry of the decree. 4. I understand that I may lose rights concerning alimony, division of property, lawyer I s fees or expenses if I do not claim them before a divorce is granted. I verify that the statements made in this Affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904 relating to unsworn falsification to authorities. Dated:~Ji/. 2.~. 2002 I Plaintiff Sworn and subscribed to before me this ~ day of NCftlP,rl ber ,2 00..2 () h~nJ.4 11 OJ! J7 Ol<) '. N:JrAllAl. ." CtIOlA. MtJIIuw, ~ PaWlc 0aIsf0 ...., ~__ -; "'___ "'e~l~drA~. .hRo.'Y:j . -~~--.~-=._-:-~ 2O(rJ _.._-~-- 1 JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER S 3301 ee) OF THE DIVORCE CODE 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. I understand that I .will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Fa.C.S. ~ 4904 relating to unsworn falsification to authorities. Date: \ \ \2(;\ 02.. .~ 1 JEFFREY S. KOLODZI : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : CIVIL ACTION - LA W v. PATRICIA A. KOLODZI : NO. 01 - 2213 : IN DIVORCE ORDER AND NOTICE SETTING HEARING TO: Jeffry S. Kolodzi . Ruby D. Weeks , Plaintiff , Counsel for Plaintiff Patricia A. Kolodzi Robert L. O'Brien , Defendant , Counsel for Defendant * You are directed to appear for a hearing to take testimony on the outstanding issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania, on the 25th day of September 2002 at 9:00 a.m., at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case. By the Court, George E. Hoffer, President udge Date of Order and Notice: 7/9/02 By: Divorce Master IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLAND COUNTY BAR ASSOCIATION 2 LIBERTY AVENUE, CARLISLE, PA 17013 TELEPHONE (717) 249-3166 * TESTIMONY WILL BE LIMITED TO THE FACTOR OF MARITAL MISCONDUCT AS THAT FACTOR AFFECTS WIFE'S ALIMONY CLAIM. MOTION FOR APPOINTMENT OF MASTER JEFFREY S. KOLODZI, Plaintiff, moves the Court to appoint a Master with respect to the following claims: (X ) ( ) ( ) ( ) Divorce Annulment Alimony Alimony Pendente Lite (x ) ( ) ( ) ( ) Distribution of Property Support Counsel Fees Costs and Expenses and in support of the motion states: 1. Discovery is complete as to the claim(s) for which the appointment of a Master is requested. 2. The Plaintiff has appeared in the action by his attorney, Ruby D. Weeks, Esquire. 3. The statutory ground(s) for divorce are 3301{c) 4. Delete the inapplicable paragraph(s): a. This action is contested. 5. The action does not involve complex issues of law or fact. 6. The hearing is expected to take one-half day. 7. Additional information, if any relevant to the motion: Attornev for the Defendant is Rob O'Brien, Esauire. Dated: ,\ II p \ 0 'J.. p- ., , ',~'\.AJ..u)",...t- Ruby D. Week~ Attorney for Plaintiff AND NOW, is appointed APPOINTING MASTER I 2r/JL;. r~~ to the following Claims:~ , Esquire, '" ... a,_ '/1 r\J~t\-I.ASN i\J3d i~L\!(l (~<) c: r.,: ":/-: :!- '? ;;7 !/"JtlO G :1 .... '1 ,. t. l, cffJ., c.:: :. ., .. -(, -:.r..... , '~J ,J ~', .,J Q rr;t 2:0 .- ~::, ~.) JEFFREY S. KOLODZI : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : CIVIL ACTION - LAW v. PATRICIA A. KOLODZI : NO. 01 - 2213 : IN DIVORCE ORDER AND NOTICE SETTING HEARING TO: Jeffrey S. Kolodzi Ruby D. Weeks , Plaintiff , Counsel for Plaintiff Patricia A. Kolodzi Robert L. O'Brien , Defendant , Counsel for Defendant * Y ou are directed to appear for a hearing to take testimony on the outstanding issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania, on the 9th day of July 2002 at 9:00 a.m., at which place and time you will be given the opportunity to present witnesses and exhibits in support of your case. George E. Hoffer, President Judge Date of Order and Notice: 4/15/02 By: Divorce Master IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLAND COUNTY BAR ASSOCIATION 2 LIBERTY AVENUE, CARLISLE, PA 17013 TELEPHONE (717) 249-3166 * TESTIMONY WILL BE ON THE GROUNDS FOR DIVORCE OF INDIGNITIES TO THE PERSON. AFFIDAVIT OF SERVICE BY MAIL PURSUANT TO PA R.C.P. 1920.4 (a) (1) (ii) COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, RUBY D. WEEKS, ESQUIRE, Attorney for Jeffrey S. Kolodzi, being duly sworn according to law, depose and say that a true and correct copy of the Divorce Complaint, was served on patricia A. Kolodzi, at 571 F Street, Carlisle, Cumberland County, Pennsylvania, 17013, by mailing the same to her by certified mail, restricted delivery, No. 7099 3400 0018 5048 7812, on May 18, 2001 Service was accepted on May 21, 2001. r~ . ~~\..,J.s .~~ Ruby D. ~ Esquire Sworn and subscri~ to befo::tl}t this ~ day of ~ ' 2~. N~ofub1:1l! (YVlouJ ~ ---.. ~ A. ~ .......... B...I..It- ~e... ~ .:~..-..- ...~('.- · k.~~~ --r] r .:. ,.T1!" ; ~~. ~~ ..f.'.~__ -l -<. ,.. ~;~~ <: ~.......- .. .. "\ -........ _J . <- ) ; r: :.-: -.'~ \D -.....~.. .. \. ru ~. co I'- .. co Postage $ :;t- O Certified Fee 1..11 Return Receipt Fee I:CJ (Endorsement Required) r-=I o C Restricted Delivery Fee (Endorsement Required) tl._ Q.- $ t7.15 -.... . o Tota' Postage & Fefls CJ ~' ~ici.~~~-il~:~~~J:!!/kd;'/!5:;~_______._,,_~:_::' :: 57it'Np.j-~PJ)B~f (j __,_. ...~ ~ -Ci~~+4j~-- - pi -- -;7 ;;i 3-- -- ----- -- -- -- -- -- -- - -- - - --. - -- - - -- h - - -'- .I. CARLISLE MPO CA~LISLE, PennsYlvanIa 170132935 05/1812001 (717) 2'13-3531 02: 49: 41 PM -...- -. -~ ~-. --.. ... _h_. . Sales Receipt SaJe Unit Oty Price Final Pr j Cf Product DescriptIon ---.- .-..---.-- :SLI: PA 1701~j $0.5 t-Cld~S stricTed Del ivery $3.2 · turn Rece, pt $1. e Irt j f i ad $1. ~ .abel Seridl #: 709934000018504878: ---.------- - - -_.- Issue PVI; $7. ~a 1 : $7. jJ by: ,sh Ghange Due: $10 -$2 81 J1#: 1000400247820 ,.'1 cr'~. I_~) Jt.dnk you for your business __ · Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. · Print your name and address on the reverse 80 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: .:......, fJ~tL 1/. Jfo.Jo~ 571 '~// ~ (J~ ) PIl l'7o/? ~:.-..... _..._- ... '."'7'?", ~~ ~dreeeee 11 0 Yes ONo 3. Service Type , ~ed Mail 0 Express Mail o Registered 0 Retum Receipt for Merchandise o InSUred Mail 0 C.O.D. 4. Restricted Delive/}'? (Extra Fee) as 2. Ar;NUmber(Cop~OOW~ ~tfc? ?? /~ PS Form 3811, July 1999 Domestic Return Receipt 102595-00-M-0952 . , \ ( I -.. ... ;~ .....~t"'- Z f:":.' ('.) U) ~... (,....j ::..< ~ r.~::: c= C..~.; :-1=:: COO', L~ ~ ;, ~ () - ... \ c.... ;.. .'..." :>:: ~'iJ ---., -.<. , _J' -< vt/~/D~t JEFFREY S. KOLODZI, plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 PRE-TRIAL STATEMENT IN ACCORDANCE WITH Pa. R.c.P. 1920.339(B) A. STATEMENT OF FACTS: 1. The parties were married on June 17,1988 in Carlisle, Cumberland County, Pennsylvania. The Husband filed for a divorce on April 16, 2001 on fault and no-fault grounds. The parties have lived separate and apart since December 25, 2000 when the Husband moved out due to the wife's fits of rage and irresponsible spending of his money. He seeks a divorce based on the fault grounds asserted in the divorce complaint, or in the alternative, with wife's consent. 2. The parties are the parents of one minor child, Megan M. Ko10dzi, born January 16, 1994. By Court Order dated October 22, 2002 and docketed to number 2001-719 Cumberland County Court of Common Pleas the parties share joint legal custody. Primary physical custody is with the mother, father has shared physical custody of the child every other week from Wednesday after school until Monday morning prior to school. During the summer months the father has custody of the daughter every other week from Friday to Friday. The parties share custody on holidays. 3. By Support Order dated August 14, 2002 and docketed to 00109 S 2001, PACSES 058103025 of Cumberland County Court Of Common Pleas, Domestic Relations 1 Section, the father currently pays $949.10 per month support. $638.21 of this is for child support and $310.89 is for alimony. Husband has been paying this amount since September 1, 2001, prior to that he was paying an addition $290.95 as a mortgage deviation amount. Prior to this husband had continued to pay the mortgage and all household expenses even though he no longer lived in the residence. 4. a) Husband: Jeffrey S. Kolodzi was born May 11, 1965 in Baltimore, Maryland. He will soon be turning 37. He works as a Trooper for the Pennsylvania State Police, Carlisle Barracks. He has been employed there since 1991. He earns $55,831.40 gross per year, $2,977.50 net monthly. He is currently paying $949.10 per month for child support and alimony. Husband is a 1983 graduate from Big Spring High School, Newville, PA. He served in the United States Army from 1983 until 1986. He currently resides at 25 South Pitt Street, Apartment #4, Carlisle, P A 17013. Husband has always been the main source of income in the family. He was the one totally responsible for the expenses, due to the wife inability to maintain employment for any extended length of time which created financial hardships in the marriage. b) Wife: Wife was born April 16, 1966 in Carlisle, Pennsylvania. She will soon be 36. Wife graduated from Shippensburg High School in Pennsylvania in 1984. She has no higher education. Wife has gone through numerous jobs. She does not hold any job for a significant amount of time. Since the separation she has worked at the Carlisle Barracks Commissary, Lutheran Church Child Care and The Dress Barn. She is currently self-employed as a cleaning lady as far as the Husband knows. Husband is 2 unaware of the wife's earnings from her business and would like copies of her business records specifying income. The Wife would spend money frivolously throughout the marriage. Husband one time, previous to separation, opened the mail to find a $700.00 Finger Hut bill to his surprise. When wife was employed she would not use any of her income to help with household expenses. She used all of her income for her own personal spending, leaving the husband solely responsible for making sure all household obligations were met. Wife would display fits of rage towards husband making it impossible for him to continue to reside with her. These fits of rage have continued well after the separation. Husband believes the wife is currently being prescribed Prozac to help control this. 5. The martial residence was appraised at $104,800.00 by Larry E. Foote. The home was placed for sale with Trish Negley, Realtor for Coldwell Banker. The wife eventually refused to allow the Realtor to show the property. Wife also left the outside of the house get into disarray and the husband had to pay someone $100.00 to mow the grass and clean up the mess. The husband transferred the deed to marital residence to the wife and she refinanced the mortgage into her name. This was done with both the husband and husband's legal counsel being under the impression that the divorce proceeding would be finalized thereafter. Unfortunately the wife then refused to follow through with this. Husband's attorney sent numerous correspondence to wife's attorney all of which went un-responded to. The wife finally replied with additional demands five months later, forcing the husband to have to file with the Divorce Master. 3 B. LEGAL ISSUES: 1. Husband requests equitable distribution of the marital assets; husband seeks a 50- 50 distribution of assets. 2. Husband is requesting fair market rent for the marital residence from date of separation until date deed was transferred to wife. 3. Husband seeks a divorce on fault grounds as asserted in his divorce complaint in the event wife will not consent to a divorce. c. LIST OF ASSETS: SUMMARY OF PRESENT VALUES ITEM VALUE AT VALUE AT IN WIFE'S IN DATE OF PRESENT POSSESSION HUSBAND'S SEPARATION POSSESSION Marital Pronertv 571 "F" STREET, CARLISLE 12800.00 12800.00 12800.00 $104,800 - 92,000 = $12800.00 CHEV.CORVETTE 4,000.00 4000.00 4000.00 FORD TRUCK F150 10,000.00 10000.00 10000.00 CHEVY CORSICA 2000.00 2000.00 2000.00 KA W ASAKI MOTORCYCLE 2000.00 2000.00 2000.00 from Husbandls/Wifels Inventorv & Aooraisal 4 ITEM VALUE AT VALUE AT IN WIFE'S IN DATE OF PRESENT POSSESSION HUSBAND'S SEP ARA TION POSSESSION PSECU CD 1/1/01 5/31/01 wife cashed in 8167.44 4015.98 and took 4315.02 PSECU Checking 1/1/01 5/31/01 1380.80 1464.08 Wife Waypoint 0100111780 3/23/01 2556.40 2556.40 PSECU SA VINGS 1/31/01 5/31/01 4790.27 1337.24 Husband's RETlREMENT-Pa. State Police 12/31/01 25862.76 12931.38 12931.38 This was not vested at time of separation 12- 25862.76 25-00 Husband's deferred comp.Pa. State Police 18458 18458.00 18458 GUNS-Husband -marital portion 1000.00 1000.00 1000.00 Personal Property 4168.00 4168.00 3178.00 990.00 Antique Table 400.00 400.00 400.00 TOT AL Marital Property 95,027.27 90,062.46 46,180.80 41,379.38 Non-marital Prooertv.. Wife's Unknown to Husband TOTAL Wife's Separate Property Non-Marital Pronertv.. Husband's Ford Escort - premarital Guns - premarital 1135.00 1135.00 710.00 425.00 TOTAL Husband's Separate 1135.00 1135.00 710.00 425.00 Property 5 ITEM VALUE AT VALUE AT IN WIFE'S IN DATE OF PRESENT POSSESSION HUSBAND'S SEPARATION POSSESSION GRAND TOTAL 94,162.27 91,197.46 46,890.80 41,804.38 Prooertv Transferred Marital Residence to Wife by Husband TOTAL Liabilities RESPONSIBLE PARTY WIFE HUSBAND MORTGAGE - assumed by wife 92,000.00 TOT AL Liabilities 92,000.00 D. WITNESS: 1. Expert Witnesses: At the present time there are no expert witnesses anticipated · Husband does, however, reserve the right to call such experts as may be necessary to refute or rebut any expert testimony offered by Defendant or which may be necessary to value the assets of the parties. 2. Witnesses: Husband will testify, and he reserves the right to call any other witnesses who may be necessary to rebut or refute evidence or testimony offered by the Defendant. E. EXHIBITS 1. Documentation regarding value of marital property 2. Documents regarding bank account values 6 3. Documents regarding Husband's retirement 4. Documents regarding Husband's deferred compensation 5. Appraisal of marital residence 6. Waiver regarding marital residence 7. Interim Agreement regarding marital residence 8. Listing Agreement for marital property 9. Child Support Order F. PROPOSED RESOLUTION OF ECONOMIC ISSUES: Husband wishes to have the all marital property divided 50/50 between the parties. He wishes to have Wife directed to pay fair market rental value from date of separation until date the property was transferred. Husband wishes for a fault divorce decree to be issued. Respectfully submitted, ~~ Ruby D. Weeks, Esquire Attorney for Plaintiff - Husband t./ - B - D J---- cc Rob O'Brien, Esquire - for Defendant Jeffrey S. Kolodzi 7 : :. :.,u';~':;~~~'f0~.t~~~~:1~~~;~. ...... ".. : . . . . 9\ \ }C\ _. it.,.~ ~~. .&,J tJiIril.A .. ~~, ~~.. . --'!. . . . ~ · A...., L L f\..,.._l~..L , l-l/{~clt. (' ".r' '\ .. . . l;'" 587 E ST $ 107,900 MLS # 10069051 Mun CARLISLE SchDist CARL Dev Dir FROM SQUARE N ON HIGH TR/COLLEGE/TL E ST. PROPERTY ON RIGHT. LotSz Acres 0.00 Totsqft 001176 Source PUBLIC * Rooms 6 Bedrooms 3 Baths:Full 1 Half 0 #Firepl 00 Warnty YrBlt+/- 1960 Fee Lvl-Bth:Fulll Half Style RANCH Exterior ALUM, BRICK Taxes 1526 Yr 2001 LR 13 X 24 LVL M WOOD FLOOR, WALL TO WALL CARPET DR LVL FR 13 X 33 LVL WOOD/COAL STOVE, WALL TO WALL CARPET DEN LVL KIT 10 X 17 LVL MBR13.6 X 11 LVL WOOD FLOOR,WALL TO WALL CARPET BRl 12 X 12 LVL WOOD FLOOR, WALL TO WALL CARPET BR2 12 X 10 LVL WOOD FLOOR, WALL TO WALL CARPET BR3 LVL BR4 LVL ORl LVL OR2 LVL OR3 LVL Fin CONVENTIONAL,VA,FHA,CASH Apl COUNTERTOP RANGE, WALL OVEN,REFRI* Equip CABLE READY,CABLE AVAILABLE IntF STOVE, WOOO/COAL,WASHER CONNECT* Rooms FAMILY ROOM,LAUNDRY/UTILITY ExtF PATIO,STORAGE SHED/OUT BLOG WtSw PUBLIC SEWER,PUBLIC WATER LETTER STREET LOCATION PRICED TO SELL. LARGE EAT-IN KITCHEN, WITH 13 X 24 LIVING ROOM, LOWER LEVEL FAMILY ROOM 13 X 33. WOOD FLOORS UNDER LIVING ROOM AND BEDROOM CARPETS. FRESH NEUTRAL PAINT, NEW WALL OVEN AND CERAMIC COOKTOP. COAL/WOODSTOVE IN FAMILY ROOM REMAINS. 10 X 12 STORAGE SHED REMAINS. LO EBENER 717-243-6195 LA G-SHOVER, LINDA LA Vrnail 243-6195X271 LA Email ebener@pa.net INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED Heat...'.' fORCEO- -AIR, OIL Cosl- CENTRAL. AIR ~ Bsrnt FULL FINISHED Prkg PVD DR Ameni LtDsc 717-243-3138 Prepared by: Ginny Mowery on August 21, 2001 .. ..--T I '( I ~.) D I , "'-.,L.l <...'\-.. ,-L..' v , -..1. (t. ( l /) \. 0/,-. 235 ALLEN RD $ 98,500 MLS # 10063791 Mun CARLISLE SchDist CARL Dev Dir 235 ALLEN ROAD LotSz 75 X 198 Acres 0.34 Totsqft 001040 Source APPRAIS* Rooms 5 Bedrooms 3 Baths:Full 1 Half o #Firepl 00 Warnty N YrBlt+/- 1968 Fee Lvl-Bth:FullM Half Style RANCH Exterior ALUM, BRICK Taxes 1257 Yr 99/20* LR LVL M CEILING FANS,WALL TO WALL CARPET DR LVL M CEILING FANS, WALL TO WALL CARPET FR LVL DEN LVL KIT LVL M CERAMIC TILE FLOOR MBR LVL M CEILING FANS, WALL TO WALL CARPET BRl LVL M CEILING FANS,WALL TO WALL CARPET BR2 LVL M CEILING FANS, WALL TO WALL CARPET BR3 LVL BR4 LVL ORl LVL OR2 LVL OR3 LVL Fin CONVENTIONAL,VA,FHA,CASH Heat BASEBOARDS,ELECTRIC Apl RANGE,REFRIGERATOR Cool WALL UNIT(S) Equip CEILING FAN,ATTIC FAN,CABLE RE* Bsmt FULL,PARTIALLY FINISHED, INTERIOR * IntF SOME WINDOW TREATMENTS, WALK-UP * Prkg PVD DR,ATT,CARPORT Rooms Ameni ExtF LtDsc LEVEL WtSw PUBLIC SEWER, PUBLIC WATER,WELL WELL MAINTAINED RANCH HOME IN THE CARLISLE BOROUGH. HARDWOOD FLOORS UNDER CARPETS. FINISHED LOWER LEVEL FAMILY/REC ROOM. WORKSHOP AREA TO REAR OF ATTACHED CARPORT. ASPHALT SHINGLE ROOF INSTALLED FALL OF 1992. **24 HOUR NOTICE A MUST** LO WOLFE 717-243-1551 LA WILLIAM L. SHEARER,* 717-243-1551 LA Vmail 240-8030X3 LA Email bshearer@wolfeshearer.com INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED Prepared by: Ginny Mowery on August 21, 2001 L)~/()I SL; L-L) ~ 35 H ST Mun CARLISLE Dir SPRING RD NORTH LotSz 75 X 165' Rooms 6 Bedrooms Fee Style RANCH LR DR FR DEN KIT MBR BRl BR2 BR3 BR4 OR1 OR2 OR3 $ SchDist CARL TO LEFT ON H STR~ET Acres 0.00 Totsqft 001244 Source PUBLIC * 3 Baths:Full 1 Half 1 #Firepl 00 Warnty YrBlt+/- 0000 Lvl-Bth:FullM Half M ,Exterior BRICK,VINYL Taxes M WINDOW TREATMENT,WALL TO WALL CARPET 105,000 MLS # 10062569 Dev 1505 Yr 2000 LVL LVL LVL LVL LVL LVL LVL LVL LVL LVL LVL LVL LVL M CEILING FANS, VINYL FLOORING,WINDOW TREATMENT,DINING AREA M WINDOW TREATMENT, WALL TO WALL CARPET M WINDOW TREATMENT,WALL TO WALL CARPET M WINDOW TREATMENT, WALL TO WALL CARPET M WOOD/COAL STOVE, WALL TO WALL CARPET Fin CONVENTIONAL, VA, FHA, CASH ApI RANGE, DISPOSAL Equip SMOKE DETECTORS,CEILING FAN IntF STOVE, WOOD/COAL, ALL WINDOW TRE* Rooms REC/PLAY ROOM ExtF EXISTING STORM WINDW,EXISTING S* WtSw PUBLIC SEWER, PUBLIC WATER IN TOWN RANCH HOME WITH FAMILY ROOM IN THE LOWER LEVEL. PETTIT STOVE IN FAMILY ROOM. TWO PANTRIES. OFF STREET PARKING Heat BASEBOARDS Cool NONE Bsmt FULL,FINISHED,CONCRETE FLOOR Prkg PVD DR, OFF STREET Ameni LtDsc LEVEL LO C21ASO 717-243-4929 LA COON-DELLINGER, TRA* 717-245-2090 LA Vmail 240-8936 LA Email INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED Prepared by: Ginny Mowery on August 21, 2001 (OL-O d.---/ 51 3d 01 824 GOBIN DR $ 92,600 MLS # 10059958 Mun CARLISLE SchDist CARL Dev HAMILTON DEVELOPMENT Dir SQUARE: N HANOVER FOR 9/10 MI, L/MEDIA, GO TO 'T', R/GOBIN, HSE ON L LotSz 80X128X83X148 Acres 0.00 Totsqft 001452 Source APPROXI* Rooms 7 Bedrooms 3 Baths:Full 1 Half 0 #Firepl 00 Warnty Y YrBlt+/- 1967 Fee Lvl-Bth:FullM Half Style RANCH Exterior ALUM Taxes 1650 Yr 00/01 LR 15X27'7 LVL M CEILING FANS,WOOD FLOOR,WALL TO WALL CARPET DR 7X12 LVL M VINYL FLOORING, DINING AREA FR LVL DEN LVL KIT 8'7XI0'3 LVL M VINYL FLOORING MBR LVL BRl12'3X13 LVL M WOOD FLOOR,WALL TO WALL 'CARPET BR2 l2X12 LVL M WOOD FLOOR BR3 llX12 LVL M WOOD FLOOR, WALL TO WALL CARPET BR4 LVL ORl 7X8'7 LVL OR2 LVL OR3 LVL Heat FORCED AIR, GAS Cool WINDOW UNIT(S),CEILING FAN Bsmt FULL,UNFINISHED,CONCRETE FLOOR Prkg PVD DR,OFF STREET, CARPORT Ameni LtDsc Fin CONVENTIONAL,VA,FHA,CASH Apl RANGE, DISPOSAL, REFRIGERATOR, DRYER Equip SMOKE DETECTORS, CEILING FAN,CA* IntF GAS STOVE CONNECTION, WASHER CON* Rooms ExtF PORCH, PATIO, STORAGE SHED/OUT BL* WtSw PUBLIC SEWER, PUBLIC WATER REMEMBER NICE-SIZED ROOMS? THIS SPACIOUS HOME HAS THEM, PLUS GAS HEAT (FURNACE/92), HARDWD FLRS UNDER CPT, & NAT'L TRIM. UNIQUE LAYOUT FEATURES 7XI0 CENTER HALL FROM WHICH THE BR'S EXTEND, & HUGE LR. ONE OF THE BR'S CURRENTLY USED AS THE LAUNDRY, BUT ORIG HOOK-UPS IN LL STILL EXIST IF YOU NEED 3RD BR. OUTSIDE: 1-CR CRPRT, STORAGE SHED (7X7) & RR PATIO. LO GAUG3 717-243-8080 LA RUEGG, STEVEN C. 717-249-9352 LA Vmail 243-3072X253 LA Email steve.ruegg@jgr.com INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED Prepared by: Ginny Mowery on August 21, 2001 c'. . t ~;;).J lA q } 3D} ()/ -. ~ .~:-. .:.. :;...~ . .:~~:~..... - ~ 808 HAMILTON ST $ 101,000 MLS # 10064401 Mun CARLISLE SchDist CARL Dev HAMILTON DEV Dir N ON HANOVER T/L MEDIA T/R HAMILTON TO HM ON LEFT LotSz Acres 0.22 Totsqft 001232 Source PUBLIC * Rooms 0 Bedrooms 3 Baths:Full 1 Half 0 #Firepl 00 Warnty YrBlt+/- 1961 Fee Lvl-Bth:Full Half Style RANCH Exterior ALUM,BRICK Taxes 1492 Yr 00/01 LR LVL DR LVL FR LVL DEN LVL KIT LVL MBR l2X13 LVL BRl . LVL BR2 lOXll LVL BR3 lOXIa LVL BR4 LVL ORl LVL OR2 LVL OR3 LVL Fin CONVENTIONAL,VA,FHA,CASH Apl RANGE,MICROWAVE,DISHWASHER,DISPO* Equip SMOKE DETECTORS,CEILING FAN,CA* IntF Rooms ExtF EXISTING STORM WINDW,EXISTING S* WtSw PUBLIC SEWER, PUBLIC WATER NEAT AND CLEAN RANCH HOME ON QUIET STREET. RECENT IMPROVEMENTS INCL: CONCRETE DRIVEWAY AND WALKS, REPLACEMENT WINDOWS, & 200AMP SERVICE. CHERRY EAT-IN KITCHEN W/ALL APPL. HARDWOODS THROUGHOUT. BEST BUY IN BOROUGH UNDER lOOK, Heat FORCED AIR, OIL Cool CENTRAL AIR Bsmt FULL,PARTIALLY FINISHED, INTERIOR * Prkg OFF STREET Ameni LtDsc LEVEL LO BH1 717-243-1000 LA BILLMAN, RANDY 717-249-0030 LA Vmail 243-1000X210 LA Email INFORMATION THOUGH BELIEVED ACCURATE IS NOT GUARANTEED Prepared by: Tricia Negley on August 21, 2001 V1Waynoint r'BANK LOOK FOR US. we'LL GET YOU THERE. RO. Box 1711. Harrisburg. Pennsylvania 17105-1711 Member FDIC PATRICIA A KOLODZI 571 F 5T CARLISLE PA 17013-1350 STATEMENT DATE 3/23/01 PAGE 1 3464 INTEREST 'AID-, ANN~A( PERCENTAGE YIELD YEAR TO DATE... . EARNED (APYE) DAYS IN CYCLE 28 AVERAGE BALANCE 2.556.40 ACCOUNT NUMBER TYPE OF ACCOUNT: TOTALLY. FREE -' 0100111780 . -. .' .. . . ------------------------~---------------~~:--------------~--------------------------------------------- ': . WI1HDR~WALS "} 1 ~ 422 .97. .. '.,. . CHARGES . ...00 .' INTEREST . . ". :' .. .00 . ENDING BALANCE 3.340.95 BAlANC E ..: . 6~OO- 194.00 4 ~ 441. 86 :-. 4.431.86 4.410.34 .... 4.627.40:' 4 . ~6 7 .'40 . ~ ...DEPOSITS . -', <~. 4', 764 ~ 92 . :. '. PREVIOUS BALANCE '. . . 1.00-,'.":' . . DATE .3/02/01 3/05/01 . .;.: 3/07/01 ' . 3/07/01 . ,'3/08/01 .. .'3/12/01 . '.3/12/01 3/12/01 ..' 3/13/~1 . 3/13/01 3/13/01 .3/14/01 .3/14/01 3/19/01 3/20/01 3/23/01 DATE 3/08/01 3/14/01 DEPOSITS' WITHDRAWALS . ~." 5.00 ACTIVITY.~E~C~I~TION ACC9UNT .::Oy'.E~PR~~N ..5B~SIN.ESS DAY..S DEPOS I T_..':..~'<.~,: :;.',~;.~". ". - ,'. PAr.RICIA.~~.~9LOp"ZI . .,. :. .'-.-. :..... WIRE'TRANSFER .FEE . ~.. :.:. CHECK .193. ....\:.. .,." . . ~ .. NAF .FINANCl;SVCS/PAYDEPOSIT HONEY .ACCESS .SER/DDA lR6046 921 CAVALRY RD CARLISLE PA DDA 270.0.09 ....'. .- 351 EAST.HIGH ST. CARLISLE PA DDA 080002 :: EVERYWOHAN.FITNES CARLISLE PA CHECK 196 .. . CHECK 195 ..' ".. KaNEY ACCESS SER/DDA T02325 1160. WALNUT BOTTOH CARLISLE PA CHECK 194 . DEPOSIT DDA VI SATE . TGL*TOTAl GYM 10F2.88S-517-7237 PA DEBIT CARDHOLDER FEE . . . . (, .. ~ . :~. ." ~ .. .~L ''::'10..0.0 21.52 60.00. . 13:0.3 29.0.0. 912.0.0. 66.0.5 .. '60..00. 9.90. 235.47 1.0.0 4.554.37' 4.525.37 . 3.613.37 3.547.32 3.487.32 3.477.42 3.577.42 3.341.95 3.340.95 217 ~06 -';..:. -;. . : .'~.. - 100..00 CHECK NO. 93 94 AMOUNT 21.52 9.90. CHECK SUMMARY . . . * indicates ski~ in check numbers DATE CHECK NO. AHOUNT 3/13/0.1 95 .. 66. 05 DATE 3/13/0.1 CHECK NO. 96 AHOUHT 912.0.0. ______--------------------Need-cashy-~pply_for-a-wayp01nt-[Oan-HondaY~hrOUg~fr1dij-6efore------------------------------- 2:00 p.m. and ve guarantee you a credit ansver that same day or ve.ll pay you SIOO.OO in cash! Apply today! ' POD-502 (10100) Customer Service Toll-Free 1-866-WAVPOINT (1-866-929-7646) , www.waypointbank.com -.. -~.-.- . . _... -- .- -- --.-.. - - + ~.-.~~ STATEMENT OF ACCOUNT JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 ~ ;;INd.~1f.4 -/, J/,I/} ~/}JI p €J vlwI, -?n:z/'''' ~ If~FLODZI ~~Jdt ~tt~~f~.r$t~~1~,~~~t!~'W: 1 CREDIT UNION PLACE HARRISBURG, PA 17110 PSECI 01/01/01 01/31/01 .~rl~~S 01/01 10 01 REGULAR SHARES Beginning Balance 5230.88 01/01 Withdrawal via SST Transfer To Share 04 300.00- 4930.88 01/05 withdrawal Adjustment ATM REBATE-DEC 4.00 4 9 3 ~:. 8 8 01/05 Payment: Transfer From Share 04 200.00 5134.88 01/12 Withdrawal at ATM #00002157 62.50- 5072.38 ATM CLARION HOTEL CARLISLE PA 01/16 01/15 withdrawal at ATM #00006558 51.00- 5021.38 ATM .9 W BIG SPRING AVENEWVILLE PA 01/16 Withdrawal at ATM #00000504 41.00- 4980.38 ATM 4240 JONESTOWN RO HARRISBURG PA 01/16 Withdrawal at ATM #00000075 61.50- 4918.88 ATM 604 E. HIGH" ST. CARLISLE PA 01/16 withdrawal at ATM #00001060 61.50- 4857.38 ATM CARLISLE PLAZA MALCARLISLE PA 01/19 Payment: Transfer From Share 04 200.00 5057.38 01/19 Special Dividend 22.19 5079.57 01/29 01/28 withdrawal at ATM #00007816 201.00- 4878.57 ATM 9 W BIG SPRING AVENEWVILLE PA 01/29 withdrawal at ATM #00004745 41.50- 4837.07 ATM 3821 UNION OEPOSITHARRISBURG PA 01/30 withdrawal at. ATM #00003786 60.00- 4777.07 ATM .5 EAST GATE DRIVE CARLISLIE PA 01/31 Payment: Dividend 3.100% 13.20 4790.27 Annual Percentage Yield Earned 3.14% from 01/01/01 through 01/31/01 Based on Average Daily Balance of 5,014.98 01/31 Ending Balance 4790.27 Dividend YTD: Year to Date 35.39 Dividend YTO: In 2000 258.93 ======================================================================================== 01/01 10 04 01/01 01/01 01/01 01/02 01/02 01/02 CHECKING Beginning Balance Payment: via SST Transfer From Share 01 withdrawal at ATM #00002013 ATM 1166 WALNUT BOTTOMCARLISLE PA Withdrawal POS #00019234 POS 1180 WALNUT BOTTOMCARLISLE PAKMART Check 001015 Check 001021 withdrawal at ATM #00008450 ATM 37 CARLISLE RO NEWVILLE PA. Withdrawal POS #PS001457 ___ continued on following page 1380.80 300.00 1680.80 40.00- 1640.80 20.00- 1620.80 32.12- 1588.68 36.00- 1552.68 100.00- 1452.68 25.27- 1427.41 \. 01/02 32, 2./~71 ~ CRBDIT uNION pLACB RARRISBURG. pA ~1~~0 ~\\tt. S1A1e.tJ'\E~1 Of ACCOU~1 PATRICIA A KOLODZl o~/01./Ol 01/02 01/03 01/03 01/03 01/03 0~/04 0~/03 01/04 01105 01/05 01/05 01/06 01/08 0~/09 0~/08 01/09 01/09 01/09 01/09 01/10 01/10 01/10 01/10 01/11 01/11 01./11 01/11 01/16 32,212 1144.94- 51.50- 282 . i}, 230.9 1.25- ~5.00- 80.02- ~ 5 . 00 - ". 59~2 CARLISLB APOTHBCARY CARLISLE pA 15.08- 1568.90 pOS US RTB ~~ SOUTH CARLISLB PAFOOD LION i\: ~ithdra~al MORTGAGB PAYMENT ~ithdra~al at ATM i\:00002899 ATM HAMPDEN MECHANICSBURGPA Check 00~0~9 Check 001.020 Check 00~0~1 ~ithdra~al Check card 0~/02 240294603ES6SKGRZ Check 00~022 payment: pA TREASURY DEPT TypE: PAYROLL ID: ~236003~33 ~ithdra~al Transfer TO share O~ Check 00~0~4 ~ithdra~al at ATM i\:00008012 ATM 6520 CARLISLE PIKEMEC~ICSBURGPA Check 00~024 ~ithdra~al Check card 0~/06 24~3829079GSNJ5BD 52~~ LO~E'S i\:405 MECHANICBURG pA ~ithdra~al at ATM i\:00004965 ATM ~~66 ~ALNUT BOTTOMCARLISLE PA Check 00~025 ~ithdra~al pOS i\:00004329 poS GIANT FOOD i\:05 MECHANICSBURGPAGIANT FO ~ithdra~al poS i\:0099278~ poS 90~ ~ALNUT BOTTOM CARLISLE PA~ALNUT B Check 00~026 Check 00~023 Check 00~028 ~ithdra~al at ATM i\:0000072~ ATM 436~ N FRONT ST HARRISBURG PA ~ithdra~al at ATM i\:00002022 ATM CARLISLE CARLISLE PA ~ithdra~al at ATM i\:00002033 ATM CARLISLE CARLISLE PA ~ithdra~al at ATM i\:00625562 ATM 603 FRANKLIN ST CARLISLE pA ~ithdra~al pOS i\:PSOO~912 pOS 1900 RITNBR HIGHWACARLISLE PASHEETZ i\:2 Check 00~027 __- continued on follo~ing page --- 223 c' 208. 128. 1.13 3e 1.60" 200.00- 32.42- ~OO.OO- 1.4C 13~ 12" ~5.00- 60.75- 1~ 11 240.00- 25.00- 84.95- 15.00- 95.20- 119.21- 120.02- 60.00- 151 . 50 .- 61.50- 41.0Cl 18 . O~ 29. STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ 01/01/01 rl~~~tf~~~~~:~:V~~';~;~~i:n:h 01/31/01 JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI ...~iifi\~~;', 01/16 01/17 01/19 01/19 01/19 01/19 01/20 01/20 01/22 01/22 01/23 01/22 01/23 01/23 01/23 01/23 01/23 01/24 01/24 01/24 01/25 01/24 01/25 01/25 01/25 01/26 01/26 01/26 01/26 32,273 80.00- 6.58- 1893.11 Check 001030 Check 001031 Payment: PA TREASURY DEPT TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #00006814 ATM JEFFERSON STREET SHIPPENSBURG PA Check 001029 Withdrawal at ATM #005146 ATM 429 S HANOVER ST CARLISLE PA Withdrawal POS #00050804 POS 950 WALNUT BOTTOM CARLISLE PANELLS-WAL Check 001032 Withdrawal at ATM #00284179 ATM 603 FRANKLIN ST CARLISLE PA Withdrawal Check Card 131.29- 01/19 24121260MN3F44A02 5969 DPS NUTRITION INC SCRANTON PA Withdrawal at ATM #00001198 100.00- ATM 246 PARKER STREET CARLISLE PA Check 001034 Check. 001035 Check. 001033 Withdrawal POS #00060872 POS 37 CARLISLE RD. NEWVILLE PASAYLOR'S MA Check 001036 Check 001040 Withdrawal POS #PS000743 POS US RTE 11 SOUTH CARLISLE PAFOOD LION # Withdrawal Check Card 20.00- 01/23 24029460RETMFT7TK 7997 CARLISLE FITNESS INC CARLISLE PA Withdrawal at ATM #00008566 61.50- ATM CARLISLE WEST CARLISLE PA Check 001038 Check 001039 Withdrawal at ATM #00000106 ATM 17 W. HIGH STREET CARLISLE PA Check 001041 Check 001037 Withdrawal at ATM #00008111 ATM 911 EISENHOWER BLVHARRISBURG PA --- Continued on following page --- 200.00- 61.00- 3.81- 101.00- 34.74- 9.00- 41.00- 10.00- 23.75- 148.32- 18.79- 15.00- 280.20- 12.75- 15.60- 32.42- 101.50- 32.12- 57.80- 60.00- 58.90 52.32 1945.43 1745.43 1684.43 1680.62 1579.62 1544.88 1535.88 1494.88 1363.59 1263.59 1253.59 1229.84 1081.52 1062.73 1047.73 767.53 754.78 734.78 673.28 657.68 625.26 523.76 491.64 433.84 373.84 .. -." - - -- _.-~. -- ... --- -.-.- -----..----- STATEMENT OF ACCOUNT .EDIT UNION PLACE ARRISBURG, PA 17110 PSE~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 .~~~~~~%~;g!~11~ PATRICIA A KOLODZI 01/31/01 01/01/01 01/27 Withdrawal at ATM #00004747 ATM 1900 RITNER HIGHWACARLISLE PA 01/28' Withdrawal Check Card 01/26 24246510S60SV27J5 5251 CASTLES LUMBER CO SVST Check 001044 Check 001043 Check 001046 Check 001042 Withdrawal EXCESS MAC Payment: Dividend 2.000% Annual Percentage Yield Earned 2.01% from 01/01/01 through Based on Average Daily Balance of 631.32 Ending Balance Dividend YTD: Year to Date Dividend YTD: In 2000 ========================================================================================= 01/29 01/29 01/29 01/30 01/30 01/31 01/31 01/31 01/31 Number 001014 001015 001017* 001019* 001020 001021 001022 001023 * Asterisk Amount Number Amount 32.42 001024 15.00 32.12 001025 25.00 80.02 001026 95.20 7.25 001.027 29.00 15.00 001028 120.02 36.00 001029 3.81 75.08 001030 80.00 119.27 001031 6.58 next to number indicates skip Number 001032 001033 001034 001035 001036 001037 001038 001039 in number 81.00- 292.84 2.69- CARLISLE PA 8.00- 282.15 49.00- 233.15 55.44- 177.71 32.75- 144.96 5.00- 139.96 1.07 141.03 01/31/01 290.15 141.03 1.07 17.39 Amount 9.00 148.32 10.00 23.75 15.00 57.80 15.60 32.42 sequence Number 001040 001041 001042 001043 001044 001046* Amount 280.20 32.12 32.75 49.00 8.00 55.44 J1/01 ID 50 12 MONTH CERTIFICATE Beginning Balance 8167.44 )1/31 Payment: Dividend 6.830% 47.38 8214.82 Annual Percentage Yield Earned 7.05% from 01/01/01 through 01/31/01 )1/31 Ending Balance 8214.82 12 MONTH CERTIFICATE will mature on 09/12/01 Dividend YTD: Year to Date 47.38 Dividend YTD: In 2000 167.44 ========================================================================================= Total Dividend YTD: Year to Date Total Dividend YTD: in 2000 Total YTD Finance Charge: Year to Date 2,274 83.84 443.76 0.00 + STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI ';;1~~T;:f)~At~;mPE~'~~;r:;.~"''''\';.'. 02/01/01 02/28/01 02/01 ID 01 02/01 01/31 02/02 02/05 02/16 02/28 02/28 4790.27 1300.00- 3490.27 200.00 3690.27 4.00 3694.27 200.00 3894.27 8.99 3903.26 3.15% from 02/01/01 through 02/28/01 of 3,779.41 REGULAR SHARES Beginning Balance Withdrawal via SST Transfer To Share 04 Payment: Transfer From Share 04 Withdrawal Adjustment ATM REBATE-JAN Payment: Transfer From Share 04 Payment: Dividend 3.100% Annual Percentage Yield Earned Based on Average Daily Balance Ending Balance . Dividend YTD: Year to Date Dividend YTD: In 2000 3903.26 44.38 258.93 ========================================================================================= 02/01 ID 04 02/01 01/31 02/01 01/31 02/01 01/31 02/01 02/01 02-/02 02/02 02/02 02/02 02/03 02/05 02/04 02/05 02/07 02/09 02/12 02/11 02/12 31,288 1300.00 41.00- 141.03 1441.03 1400.03 CHECKING Beginning Balance Payment: via SST Transfer From Share 01 Withdrawal at ATM #00005249 ATM 1900 RITNER HIGHWACARLISLE PA Withdrawal Check Card 27.05- 1372.98 01/30 24138290ZWR7MY38P 5655 DICK'S CLOTHING&SPORTI HAMPDEN TOWNS PA Check 001045 10.00- 1362.98 Withdrawal MORTGAGE PAYMENT 1144.94- 218.04 Payment: PA TREASURY DEPT 1682.01 1900.05 TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #00004020 ATM CARLISLE CARLISLE PA Withdrawal at ATM #00002432 ATM 4860 CARLISLE PIKEMECHANICSBURGPA Withdrawal at ATM #00970583 ATM 603 FRANKLIN ST CARLISLE PA Withdrawal Check Card 26.00- 1430.05 02/02 243017213WGNF5VRF 0742 NORTHSIDE VETERNARY CARLISLE PA Withdrawal at ATM #00004980 100.00- 1330.05 ATM 5 EAST GATE DRIVE CARLISLIE PA Withdrawal at ATM #00004802 ATM 960 WALNUT BOTTOM CARLISLE PA Withdrawal at ATM #00002741 ATM CARLISLE GIANT CARLISLE PA Withdrawal POS #00132272 POS 413 FORGE RD. BOILING SPRINPAKARNS QUA Withdrawal at ATM #005292 --- Continued on following page --- 200.00- 101.50- 1700.05 1598.55 101.50- 1497.05 41.00- 1456.05 31.50- 1298.55 61.50- 1237.05 22.20- 1214.85 121.00- 1093.85 STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 02/01/01 Vi~jf.;2~~~t~~~g;~I~~~~1:~trf~1: 02/28/01 PATRICIA A KOLODZI 02/12 02/13 02/14 02/13 02/14 02/13 02/14 02/15 02/16 02/16 02/16 02/20 02/19 02/20 02/19 02/20 02/21 02/22 02/21 02/23 02/23 02/25 02/26 02/27 02/27 02/27 02/28 02/28 31,289 ATM 429 S HANOVER ST CARLISLE PA Withdrawal at ATM #00007737 ATM 3549 CPTL CTY MALLCAMPHILL PA Withdrawal at ATM #00005517 ATM 3549 CPTL CTY MALLCAMP HILL PA Withdrawal Check Card 02/11 24625921BDEYWFLPS Withdrawal Check Card 02/12 24301721QWGPNP2T2 Check 001047 Withdrawal at ATM #00005323 ATM CARLISLE CARLISLE PA Payment: PA TREASURY DEPT TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #00001227 ATM 844 POST EXCHANGE CARLISLE PA Withdrawal at ATM #00007851 ATM 1900 RITNER HIGHWACARLISLE PA Withdrawal POS #PS002401 POS 1900 RITNER HIGHWACARLISLE PASHEETZ #2 Check 001050 Withdrawal at ATM #00007748 ATM 5 EAST GATE DRIVE CARLISLIE PA Withdrawal at ATM #00001850 ATM GABLES OF CARLISLECARLISLE PA Withdrawal at ATM #00006268 ATM 6520 CARLISLE PIKEMECHANICSBURGPA Withdrawal POS #00240198 POS 1886 WAL-MART MECHANICSBURGPAWAL-MART Withdrawal at ATM #00002169 ATM NOBLE BLVD. & S. WCARLISLE PA Withdrawal at ATM #005409 ATM 429 S HANOVER ST CARLISLE PA Check 001051 Check 001054 Withdrawal at ATM #00006605 ATM 37 CARLISLE RD NEWVILLE PA Withdrawal EXCESS MAC Payment: Dividend 2.000% --- Continued on following page 61.50- 71.50- 19.61- 5541 UNI MARTS #4236 BOILING SPRI PA 75.83- 7999 TWIN PONDS WEST MECHANICSBURG PA 44.00- 51.50- 1586.41 200.00- 60.00- 61.00- 22.50- 400.35- 1,00 . 00 - 21.00- 60.00- 68.98- 41.50- 41.00- 40.00- 96.61- 60.00- 2.00- 2.05 1032.35 960.85 941.24 865.41 821.41 769.91 2356.32 2156.32 2096.32 2 035 .. 32 2012.82 1612.47 1512.47 1491.47 1431.47 1362.49 1320.99 1279.99 1239.99 1143.38 1083.38 1081.38 1083.43 STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI '~~:?J~1!~~t~{;jff~1J:t~i6,1~l~~t:'~:'.\ 02/01/01 02/28/01 02/28 Annual Percentage Yield Earned 2.02% from 02/01/01 through 02/28/01 Based on Average Daily Balance of 1,336.58 Ending Balance 1083.43 Dividend YTD: Year to Date 3.12 Dividend YTD: In 2000 17.39 Number Amount Number Amount Number Amount Number 001045 10.00 001050* 400'.35 001054* 96.61 001047* 44.00 001051 40.00 * Asterisk next to number indicates skip in number sequence Amount ----------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------- 02/01 ID 50 12 MONTH CERTIFICATE Beginning Balance 8214.82 02/28 Payment: Dividend 6.830% 43.04 8257.86 Annual Percentage Yield Earned 7.05% from 02/01/01 through 02/28/01 02/28 Ending Balance 8257.86 12 MONTH CERTIFICATE will mature on 09/12/01 Dividend YTD: Year to Date 90.42 Dividend YTD: In 2000 167.44 ----------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------- Total Dividend YTD: Year to Date Total Dividend YTD: 'in 2000 Total YTD Finance Charge: Year to Date 137.92 443.76 0.00 31,290 +.. ... STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 PSECf JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI 03/01/01 /'~;::1?~~~~r~~~M~f~~~~'-f!Y~~:!~f:, 03/31/01 03/01 03/01 03/02 03/05 03/07 03/07 03/07 03/07 03/07 03/16 03/28 03/30 03/31 ID 01 02/28 03/31 REGULAR SHARES Beginning Balance Withdrawal via SST Transfer To Share 04 Payment: Transfer From Share 04 Withdrawal Adjustment ATM REBATE-FEB Paymenb..:r~~Trans f er,,-ii-F.rom ,~Share ~~ 0 wi.t'hdraw'al:ct:.Ac.c'ciunt~Aaj us.tment : a7.2 ~;:-::mWIREz~TRANS'FER Wi:thdrawal~-AcC.9Yn.t;~~Adjustment : JI7 - WIRE TRANSFER SERVI.CE CHARGE Payment: Transfer From Share 04 Withdrawal via SST Transfer To Share 04 Payment: Transfer From Share 04 Payment: Dividend 3.100% Annual Percentage Yield Earned 3.14% from Based on Average Daily Balance of 2,267.74 Ending Balance Dividend YTD: Year to Date 1889.00- 200.00 4.00 -4.24f/.\~86' ~4 24 ~ ::;86- 10.00- 3903.26 2014.26 2214.26 2218.26 6466.12 2218.26 2208.26 200.00 2408.26 400.00- 2008.26 200.00 2208.26 5.97 2214.23 03/01/01 through 03/31/01 50.35 2214.23 ========================================================================================. 03/01 ID 04 03/01 02/28 03/01 03/01 03/01 03/01 03/02 03/02 03/02 03/01 03/02 03/02 03/03 03/02 03/03 03/05 37,649 CHECKING Beginning Balance Payment: via SST Transfer From Share 01 1889.00 Withdrawal at ATM #00009079 30.00- ATM5 EAST GATE DRIVE CARLISLIE PA Check 001049 .10.00- Withdrawal POS #PS005002 21.77- POS 1900 RITNER HIGHWACARLISLE PASHEETZ #2 Withdrawal MORTGAGE PAYMENT 1133.88- Payment: PA TREASURY DEPT 1585.22 TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 200.00- Withdrawal Check Card 17.13- 02/27 24897391VDFMHTTF5 5812 CRACKER BARREL #431 CARLISLE PA Withdrawal at ATM #005432 81.00- ATM 429 S HANOVER ST CARLISLE PA Check 001052 1000.00- Withdrawal Check Card 89.53- 02/28 24121261W62VZDJ2T 5969 DPS NUTRITION INC SCRANTON PA Withdrawal POS #00004017 120.00- POS GIANT FOOD #11 CARLISLE PAGIANT FOOD # Withdrawal at ATM #00002419 40.00- ATM 246 PARKER STREET CARLISLE PA --- Continued on following page --- 1083.43 2972.43 2942.43 2932.43 2910.66 1776.78 3362.00 3162.00 3144.87 3063.87 2063.87 1974.34 1854.34 1814.34 STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 PSE~ 03/01/01 ~~~tt0~!t~~~~~t1tf:g1~~{r: 03/31/01 JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI '~~=~~i~n-~~~~~lf 03/05 03/05 03/05 03/06 03/06 03/06 03/06 03/07 03/06 03/07 03/07 03/07 03/08 03/07 03/09 03/10 03/12 03/12 03/13 03/14 03/15 03/16 03/16 03/16 03/16 03/16 03/17 03/19 03/18 03/20 37,650 12.00- 177.08- 313.00- 60.00- Check 001061 Check 001053 Check 001056 Withdrawal at ATM #00007461 ATM 37 CARLISLE RD NEWVILLE PA Check 001059 Check 001062 Check 001055 Withdrawal at ATM #00009844 ATM 1900 RITNER HIGHWACARLISLE PA Check 001060 Check 001057 Withdrawal at.ATM #00007338 ATM DITMER'S TEXACO GETTYSBURG PA Withdrawal Check Card 11.68- 03/06 240294622ETTVX4HS 5251 NEWVILLE FEED & HARD NEWVILLE PA Withdrawal at ATM #00007866 80.00- ATM 37 CARLISLE RD NEWVILLE' PA Withdrawal POS #00072655 P~S 37 CARLISLE RD. NEWVILLE PASAYLOR'S MA Withdrawal at ATM #00000588 ATM 1099 HARISBURG PK CARLISLE 1PA Check 001063 Check 001064 Check 001065 Withdrawal at ATM #00004869 ATM CARLISLE WEST CARLISLE PA Payment: PA TREASURY DEPT TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #005538 ATM 429 S HANOVER ST CARLISLE PA Check 001066 Check 001067 Withdrawal at ATM #00001771 ATM 3 TRISTAN DRIVE DILLSBURG PA Withdrawal at ATM #00002090 ATM 5 EAST GATE DRIVE CARLISLIE PA Withdrawal at ATM #00002508 ATM 1166 WALNUT BOTTOMCARLISLE PA --- Continued on following page --- 9.50- 32.12- 61.65- 21.00- 49.00- 500.00- 41.50- 43.20- 61.50- 55.00- 42.00- 80.02- 21.50- 1682.01 200.00- 101.00- 0.13- 71.27- 121.50- 100.00- 140.00- 1802.34 1625.26 1312.26 1252.26 1242.76 1210.64 1148.99 1127.99 1078.99 578.99 537.49 525.81 445.81 402.61 341.11 286.11 244.11 164.09 142.59 1824.60 1624.60 1523.60 1523.47 1452.20 1330.70 1230.70 1090.70. STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 PSECf ":;f~~%~~~~!~~?~I,t~~~:~~i:~~{;'.' PATRICIA A KOLODZI JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 03/01/01 03/31/01 03/21 03/20 03/21 03/20 03/22 03/22 03/23 03/25 03/25 03/26 03/27 03/28 03/28 03/28 03/30 03/30 03/30 03/31 03/31 03/31 03/31 Number 001049 001052* 001053 001055* 001056 37,651 7.42- 1083.28 TON #31 CAMP HILL PA 165.70- 917.58 TON #31 CAMP HILL PA 161.00- 756.58 40.00- 716.58 FOOD # 61.00- 655.58 61.50- 594.08 200.00- 394.08 39.75- 354.33 60.00- 294.33 01 400.00 694.33 401.00- 293.33 32.12- 261.21 1880.77 2141.98 200.00- 1941.98 100.00- 1841.98 2.00- 1839.98 20.39- 1819.59 Withdrawal Check Card 03/17 24610432E03RFTHL2 5311 THE BON Withdrawal Check Card 03/17 24610432E03RFTHKS 5311 THE BON Check 001072 Withdrawal POS #00009191 POS GIANT FOOD #11 CARLISLE PAGIANT withdrawal at ATM #00002198 ATM 1900 RITNER HIGHWACARLISLE PA Withdrawal at ATM #00009239 ATM 1300 CAMP HILL RD CAMP HILL PA Withdrawal at ATM #00004536 ATM 1166 WALNUT BOTTOMCARLISLE PA Check 001074 Withdrawal at ATM #00003532 ATM 5 EAST GATE DRIVE CARLISLIE PA Payment: via SST Transfer From Share Withdrawal at ATM #00003562 ATM 9 W BIG SPRING AVENEWVILLE PA Check 001073 Payment: PA TREASURY DEPT TYPE: PAYROLL ID: 1.236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #00001033 ATM 37 CARLISLE RD NEWVILLE PA Withdrawal EXCESS MAC Withdrawal POS #PS007397 POS 1900 RITNER HIGHWACARLISLE PASHEETZ #2 Payment: Dividend 2.000% 1.50 1821.09 Annual Percentage Yield Earned 2.02% from 03/01/01 through 03/31/01 Based on Average Daily Balance of 882.46 Ending Balance 1821.09 Dividend YTD: Year to Date 4.62 Amount Number Amount Number 10.00 001057 500.00 001063 1000.00 001059* 9.50 001064 177.08 001060 49.00 001065 61.65 001061 12.00 001066 313.00 001062 32.12 001067 --- Continued on following page --- Amount 55.00 42.00 80.02 0.13 71.27 Number 001072* 001073 001074 Amount 161.00 32.12 39.75 STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI .tff':~~~~~~7!~,~~~~f~~e:~~~;~Y 03/01/01 03/31/01 * Asterisk next to number indicates skip in number sequence ----------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------- 03/01 ID 50 03/07 03/31 03/31 12 MONTH CERTIFICATE Beginning Balance Withdrawal Transfer To Share 01 Payment: Dividend 6.830% Annual Percentage Yield Earned Ending Balance 12 MONTH CERTIFICATE will mature on 09/12/01 Dividend YTD: Year to Date Penalty YTD: Year to Date 8257.86 4315.05- 3942.81 27.72 3970.53 7.05% from 03/01/01 through 03/31/01 3970.53 67.19 118.14 67.19 ----------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------- Total Dividend YTD: Year to Date Total Penalty YTD: Year to Date Total YTD Finance Charge: Year to Date 173.11 67.19 0.00 37,652 + STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5EC~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI . ':'Yf=ctJ~t~~r~TErE~t~E~~~;:~:t~~~~tf 04/01/01 04/30/01 04/01 ID 01 04/03 04/04 04/05 04/12 04/19 04/19 04/24 04/25 04/26 04/26 04/26 04/27 04/30 04/30 REGULAR SHARES Beginning Balance Withdrawal Transfer To Share 04 Withdrawal via SST Transfer To Share 04 Withdrawal Adjustment ATM REBATE-MAR Payment: Transfer From Share 04 Withdrawal at ATM #00002341 ATM 1099 HARISBURG PK CARLISLE 1PA Withdrawal via SST Transfer To Share 04 Withdrawal Transfer To Share 04 Withdrawal at ATM #00004447 ATM 1415 RITNER HIGHWACARLISLE PA Withdrawal at ATM #00005350 ATM CARLISLE GIANT CARLISLE PA Withdrawal at ATM #00006815 ATM CARLISLE PLAZA MALCARLISLE PA Withdrawal Transfer To Share 04 Payment: Transfer From Share 04 Payment: Dividend 3.100% Annual Percentage Yield Earned 3.14% from Based on Average Daily Balance of 1,523.30 Ending Balance Dividend YTD: Year to Date 2214.23 149.65- 2064.58 600.00- 1464.58 4.00 1468.58 200.00 1668.58 31.50- 1637.08 300.00- 1337.08 28.51- 1308.57 31.50- 1277.07 41.50- 1235.57 61.50- 1174.07 32.00- 1142.07 200.00 1342.07 3.88 1345.95 04/01/01 through 04/30/01 1345.95 ---------------------------------------------------------------------------------------- ---------------------------------------------------------------------------------------- 54.23 04/01 ID 04 CHECKING Beginning Balance 1821.09 04/01 03/31 Withdrawal POS #00037401 25.77- 1795.32 POS 37 CARLISLE ROAD NEWVILLE PASAYLOR'S 04/02 Withdrawal MORTGAGE PAYMENT 1133.88- 661.44 04/03 Withdrawal at ATM #00004207 51.00- 610.44 ATM 9 W BIG SPRING AVENEWVILLE PA 04/03 Check 001071 333.70- 276.74 04/03 Payment: Transfer From Share 01 149.65 426.39 04/03 Check 001075 426.39- 0.00 04/04 Payment: via SST Transfer From Share 01 600.00 600.00 04/04 Withdrawal at ATM #00001874 201.50- 398.50 ATM CARLISLE GIANT CARLISLE PA 04/04 Withdrawal at ATM #00008938 201.50- 197.00 ATM 100 S.SPRING GARDECARLISLE PA 04/04 Withdrawal Adjustment at ATM #00001874 201.50 398.50 ATM CARLISLE GIANT CARLISLE PA 04/05 Withdrawal at ATM #00000022 61.50- 337.00 - -- Continued on following page - -- 31,867 STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI ~!:!I;,,:<'~~t~~~;~:~:~J~?l;rt;~;' · 04/01/01 04/30/01 ~4~~~~~m~ 04/06 04/07 04/09 04/10 04/10 04/11 04/11 04/12 04/12 04/13 04/16 04/16 04/17 04/17 04/17 . 04/17 . 04/17 04/18 04/19 04/18 04/19 04/19 04/19 04/20 04/19 31,868 ATM CARLISLE CARLISLE PA Withdrawal at ATM #00002156 ATM 37 CARLISLE RD NEWVILLE PA Withdrawal POS #00060437 POS 37 CARLISLE ROAD NEWVILLE PASAYLOR'S Withdrawal at ATM #00002666 ATM 37 CARLISLE RD NEWVILLE PA Withdrawal POS #PS009134 POS 37 CARLISLE RD NEWVILLE PASAYLOR'S MAR Withdrawal POS #00120503 POS 1706 SPRING ROAD CARLISLE PANELL'S-SPR Withdrawal at ATM #00006063 ATM 5 EAST GATE DRIVE CARLISLI-E PA Check 001070 Payment: PA TREASURY DEPT TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #00003701 ATM 246 PARKER STREET CARLISLE PA Withdrawal at ATM #00004392 ATM 10 N PROGRESS AVE HARRISBURG PA Withdrawal POS #00341173 POS 1886 WAL-MART MECHANICSBURGPAWAL-MART Withdrawal POS #00005018 POS 1706 SPRING ROAD CARLISLE PANELL'S-SPR Withdrawal POS #00018809 POS 1180 WALNUT BOTTOMCARLISLE PAKMART Check 001078 Check 001077 Check 001080 Withdrawal POS #PS007887 POS 200 E HIGH CARLISLE PAEXXON 9200527 Withdrawal Check Card 04/16 24226383B9DXY4930 5310 WAL MART MECHANICSBURG Withdrawal at ATM #00002340 ATM 1099 HARISBURG PK CARLISLE 1PA Withdrawal Adjustment at ATM #00002340 ATM 1099 HARISBURG PK CARLISLE 1PA Payment: via SST Transfer From Share 01 Withdrawal Adjustment Adj/Return --- Continued on following page --- 80.00- 257.00 20.62- 236.38 40.00- 196.38 21.08- 175.30 12.30- 163.00 30.00- 133.00 20.80- 112.20 1714.28 1826.48 200.00- 1626.48 60.00- 1566.48 51.25- 1515.23 56.97- 1458.26 77.64- 1380.62 39.24- 1341.38 160.04- 1181.34 161.00- 1020.34 395.00- 625.34 20.52- 604.82 10.57- 594.25 PA 31.50- 562.75 31.50 594.25 300.00 894.25 10.57 904.82 STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 PSE~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI '~~-S;~s:t!~~~~~z~TIrf81~~t; . 04/01/01 04/30/01 04/20 04/20 04/23 04/24 04/24 04/24 04/24 04/26 04/25 04/26 04/26 04/27 04/27 04/27 04/28 04/28 04/30 04/30 04/30 04/30 04/16 74226383Q9DYMBQZD 5310 WAL MART MECHANICSBURG PA Withdrawal POS #00008720 POS GIANT FOOD #11 CARLISLE PAGIANT FOOD # Withdrawal at ATM #00001607 ATM CARLISLE CARLISLE PA Check 001081 Withdrawal at ATM,#00000089 ATM CARLISLE WEST CARLISLE PA Check 001058 Payment: Transfer From Share 01 Check 001079 Withdrawal Check Card 04/23 24121263JRK48NDX7 5969 DPS NUTRITION INC SCRANTON Payment: Transfer From Share 01 Check 001076 Payment: PA TREASURY DEPT TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #00376871 ATM 424 N BALTOMORE STMT. HOLLY SPGPA Withdrawal at ATM #00006703 ATM FLEET BANK CARLISLE PA Withdrawal POS #00027206 POS 37 CARLISLE ROAD NEWVILLE PASAYLOR'S Withdrawal at ATM #00002768 ATM CARLISLE CARLISLE PA Withdrawal EXCESS MAC 1.00- 1383.86 Payment: Dividend 2.000% 1.27 1385.13 Annual Percentage Yield Earned 2.02% from 04/01/01 through 04/30/01 B~sed on Average Daily Balance of 772.15 Ending Balance 1385.13 Dividend YTD: Year to Date 5.89 28.51- 876.31 51.50- 824.81 385.00- 439.81 41.50- 398.31 25.50- 372.81 28.51 401.32 200.00- 201.32 201.32- 0.00 PA 32.00 32.00 32.00- 0.00 1731.80 1731.80 200.00- 1531.80 41.50- 1490.30 41.50- 1448.80 12.44- 1436.36 51.50- 1384.86 Number Amount Number Amount Number Amount Number 001058 25.50 001075* 426.39 001078 160.04 001081 001070* 20.80 001076 32.00 001079 200.00 001071 333.70 001077 161.00 001080 395.00 * Asterisk next to number indicates skip in number sequence Amount 385.00 =======================================================================================~- 3970.53 04/01 ID 50 12 MONTH CERTIFICATE Beginning Balance --- Continued on following page --- 31,869 to STATEMENT OF AC-CQUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI ~it~~~'t([~,'~;~~~!:tA~;~~0~~~~.~FN~~:~~~~~2~~~;1~<<"t: 04/01/01 04/30/01 "'If~~f~~~~~ir;' 04/30 04/30 Payment: Dividend 6.830% 22.29 3992.82 Annual Percentage Yield Earned 7.05% from 04/01/01 through 04/30/01 Ending Balance 3992.82 12 MONTH CERTIFICATE will mature on 09/12/01 Dividend YTD: Year to Date 140.43 Penalty YTD: Year to Date 67.19 ----------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------- Total Dividend YTD: Year to Date Total Penalty YTD: Year to Date Total YTD Finance Charge: Year to Date 200.55 67.19 0.00 31,870 + STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 PSECf tf,t!~~%~I~r~~E~r~~~g~~:i~;:~Xl'~:~F: PATRICIA A KOLODZI JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 05/01/01 05/31/01 05/01 ID 01 05/02 05/05 05/05 05/08 05/10 05/11 OS/21 OS/22 OS/24 OS/25 05/31 05/31 REGULAR SHARES Beginning Balance withdrawal at ATM #00001205 ATM CARLISLE WEST CARLISLE PA withdrawal Adjustment ATM REBATE-APR Withdrawal at ATM #00001710 ATM CARLISLE WEST CARLISLE PA Withdrawal at ATM #00143018 ATM 603 FRANKLIN ST CARLISLE PA withdrawal at ATM #00004732 ATM GABLES OF HARRISBUHARRISBURG PA Payment: Transfer From Share 04 withdrawal via SST Transfer To Share 04 Withdrawal at ATM #00196847 ATM 603 FRANKLIN ST CARLISLE PA withd"rawal at ATM #00009921 ATM 37 CARLISLE RD NEWVILLE PA Payment: Transfer From Share 04 Payment: Dividend 3.100% Annual Percentage Yield Earned 3.14% from Based on Average Daily Balance of 1,249.71 Ending Balance Dividend YTD: Year to Date 1345.95 101.50- 1244.45 4.00 1248.45 71.50- 1176.95 41.00- 1135.95 61.00- 1074.95 200.00 1274.95 60.00- 1214.95 41.00- 1173.95 40.00- 1133.95 200.00 1333.95 3.29 1337.24 05/01/01 through 05/31/01 1337.24 57.52 ======================================================================================== 05/01 ID 04 05/01 04/30 05/01 05/03 05/02 05/05 05/05 05/05 05/07 05/06 05/11 05/11 05/11 32,619 CHECKING Beginning Balance Withdrawal POS #00008994 40.45- POS GIANT FOOD #11 CARLISLE PAGIANT FOOD # withdrawal MORTGAGE PAYMENT 1133.88- Withdrawal Check Card 67.27- 04/29 24164073T9RYSYOOO 5533 TRAK AUTO 00008037 CARLISLE PA ATM INQ CARLISLE WEST CARLISLE PA withdrawal ATM Fee 0.25- ATM CARLISLE WEST CARLISLE PA Withdrawal POS #00161780 36.38- POS 1706 SPRING ROAD CARLISLE PANELL'S-SPR Withdrawal Check Card 6.96- 05/03 24625923WDFSLT7PB 5542 UNI-MART #04232 PLAINFIELD PA Payment: PA TREASURY DEPT 1575.26 TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 200.00- Withdrawal at ATM #00002650 60.00- --- Continued on following page 1385.13 1344.68 210.80 143.53 143.28 .106.90 99.94 1675.20 1475.20 1415.20 "----------- -------- STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 P5E~ 05/01/01 ;:1~~~W!{~T,~;~r~~ff;!~'!!f~~::: 05/31/01 JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI 05/12 05/14 05/14 05/16 05/16 05/16 05/16 05/17 05/17 05/17 05/17 05/18 05/18 OS/20 OS/21 OS/21 OS/21 OS/22 OS/23 OS/24 OS/25 OS/25 OS/25 OS/25 OS/25 OS/25 OS/26 32,620 ATM WALNUT BOTTOM RUN CARLISLE PA Withdrawal at ATM #00008183 ATM 100 S.SPRING GARDECARLISLE PA Withdrawal at ATM #00008262 ATM CARLISLE GIANT CARLISLE PA Check 001083 Withdrawal at ATM #000745 ATM 711 WERTZVILLE RD.ENOLA PA Withdrawal at ATM #00004863 ATM 246 PARKER STREET CARLISLE PA Check 001082 Check 001087 Check 001084 Check 001092 Check. 001088 Check 001093 Withdrawal at ATM #00009456 ATM 100 S.SPRING GARDECARLISLE PA Check 001091 Withdrawal POS #PS003261 POS US RTE 11 SOUTH CARLISLE PAFOOD LION # Withdrawal POS #00002198 POS 351 EAST HIGH ST. CARLISLE PAWEIS MARK Payment: via SST Transfer From Share 01 Withdrawal POS #PS004085 POS 37 CARLISLE RD NEWVILLE PASAYLOR'S MAR Check 001094 Check 001086 Withdrawal POS #PS001325 POS 6558 CARLISLE PIKEMECHANICSBUR PASHEET Payment: PA TREASURY DEPT TYPE: PAYROLL ID: 1236003133 Withdrawal Transfer To Share 01 Withdrawal at ATM #00004552 ATM 844 POST EXCHANGE CARLISLE PA Check 001090 Check 001089 Check 001085 Withdrawal at ATM #00002894 ATM WALNUT BOTTOM RUN CARLISLE PA --- Continued on following page --- 51.50- 61.50- 51.00- 41.50- 40.00- 28.50- 28.94- 20.14- 32.94- 80.02- 200.00- 51.50- 91.40- 68.03- 32.61- 60.00 12.01- 90.00- 18.00- 22.08- 1950.56 200.00- 60.00- 6.79- 69.98- 387.83- 60.00- 1363.70 1302.20 1251.20 1209.70 1169.70 1141.20 1112.26 1092.12 1059.18 979.16 779.16 727.66 636.26 568.23 535.62 595.62 583.61 493.61 475.61 453.53 2404.09 2204.09 2144.09 2137.30 2067.32 1679.49 1619.49 . STATEMENT OF ACCOUNT 1 CREDIT UNION PLACE HARRISBURG, PA 17110 PSEW JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013-1350711 PATRICIA A KOLODZI ..~;)'h~~~~~~;[7(;t~~r.~.~-~~'~:~~13~~t'~-::t.:::~~;':'.;~i.;.~~.:.... 05/01/01 05/31/01 OS/26 OS/29 OS/29 05/31 05/31 Number 001082 001083 001084 001085 Withdrawal POS #00027850 17.83- 1601.66 POS 1180 WALNUT BOTTOMCARLISLE PAKMART Withdrawal at ATM #00006001 81.50- 1520.16 ATM CARLISLE CARLISLE PA Withdrawal POS #00001917 57.42- 1462.74 POS GIANT FOOD #11 CARLISLE PAGIANT FOOD # Payment: Dividend 2.000% 1.34 1464.08 Annual Percentage Yield Earned 2.01% from 05/01/01 through 05/31/01 Based on Average Daily Balance of 790.46 Ending Balance 1464.08 Dividend YTD: Year to Date 7.23 Amount 28.50 51 . '0 0 20 . 14. 387.83 Number 001086 001087 001088 001089 Amount 6.79 91.40 32.94 200.00 Number 001090 001091 001092 001093 Number 001094 Amount 18.00 28.94 80.02 69.98 Amount 90.00 ========================================================================================= 05/01 ID 50 12 MONTH CERTIFICATE Beginning Balance 3992.82 05/31 Payment: Dividend 6.830% 23.16 4015.98 Annual Percentage Yield Earned 7.05% from 05/01/01 through 05/31/01 05/31 Ending Balance 4015.98 12 MONTH CERTIFICATE will mature on 09/12/01 Dividend YTD: Year to Date 163.59 Penalty YTD: Year to Date 67.19 ----------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------- 32,621 Total Dividend YTD: Year to Date Total Penalty YTD: Year to Date Total YTD Finance Charge: Year to Date 228.34 67.19 0.00 COMMONWEALTH OF PENNSYLVANIA STATE EMPLOYEES'.RETIREME;NT SYSTEM 30 NORTH THIRD STREET - P.O. BOX 1147 HARRISBURG, PENNSYLVANIA 17108-1147 http://www.sers.state.pa.us 2000 STATEMENT of ACCOUNT for JEFFREY S KOLODZI 571 F ST CARLISLE PA 17013 18,662 The State Employees' Retirement System (SERS) is pleased to provide your annual Statement of Accoupt. Your Statement lists calculations based on information reported to your retirement account through December 31, 2000. These calculations are subject to imal audit by SERS in accordance with applicable law and regulations. Reviewing your Statement of Account may be just the opportunity for you to consider the important contribution your SERS benefit wil.l make to your future retirement plans. If you are one of the many members eligible for an estimate of benefits on your statement, please consider doing the following calculations: From your statement select your projected monthly benefit from SERS at normal retirement age. If you have received a recent statement from Social Security, detennine the estimated .' " amount of your monthly benefit (which is based on current rate of earnings). + ~ f Estimate the amount of additional monthly income you may have available in personal savings or other retirement plans. + The total of these items should give you a reasonable idea of your monthly retirement income. Compare this retirement income, to your expected regular monthly income just before retirement. Experts estimate that individuals will need 70 to 80% of their pre-retirement income to maintain their standard of liviiig upon retirement. Should you detennine that your projected retiremenrincome is not adequate, consider one or more of the following: ~ Th~ Commor'\vealth Def~rrcd COInpcn:;at;oi& Progr:un or other employer ~pon=>urec1 savin.g.., plans. · A personal savings program. · Meeting with an independent professional to help you develop a financial plan which wi)) address all of the future needs of you and your family. Explanatory infonnation is included on your Statement under the headings of SPECIAL CONDITIONS, IMPORTANT INFORMATION and TERMS & DEFINITIONS. Be sure to review your Statement carefully and retain it for future reference. If you feel there may be omissions or discrepancies in your Statement, you may telephone your SERS Retirement Counseling Center toll-free at 1-800-633-5461. For further explanation of Memher Statements, you may visit our website at http://www.sers.state.pa.us under Retirement Information and What's New. YOUR STATEMENT CONTAINS PERSONAL AND CONFIDENTIAL INFORMATION ABOUT YOUR SERS RETIREMENT ACCOUNT WE RECOMMEND YOU MAINTAIN THIS STATEMENT WITH OTHER IMPORTANT FINANCIAL INFORMA TION IMPORTANTINFO~TION · Benefit Estimates are provided for: Maximum Single Life Annuity (also known as Full :irement AlJowance) - Monthly Pension payment de to you for life; beneficiary(ies) receive(s) ~umulated Deductions, less Monthly Pension "ments you received and any lump sum you received ler Option 4. Option 1 - Monthly Pension payment made to you life; beneficiary(ies) receive(s) Present Value, less nthly Pension payments you received and any lump 1 you received under Option 4. Option 4 - At retirement, you may withdraw an )unt equal to all or any part of your Accumulated luctions. You may elect to receive this withdrawal in .0 four installments. If you elect this option, you must I elect a Monthly Pension payment plan. Disability Retirement - You must have at least five .s of credited service (except State Police and JfCement Officer-category employees, who have no imum service requirement) and be certified by SERS lical Examiners as physically or mentally incapable performing current job duties. Only active, :ributing members or those on leave without pay may y for Disability Retirement. You cannot withdraw SECTION II: ESTIMA TED RETIREMENT BENEFITS AS OF DECEMBER 31, 2000 ltis section provides an estimate of your Monthly Pension l/Y if you have at least 10 years of credited service or you we reached your Normal Retirement Date and have at least ree years of credited service. Maximum Sin Ie Life Annui JDthly Pension :cumulated Deductions SLA) Option 1 >nthly Pension ~sent Value Option 4 (Adjusted for withdrawal of Accumulated Deductions) justed MSLA Monthly Pension justed Option 1 Monthly Pension justed Present Value Under Option 1 Disabili Retirement -nthly Pension (if you qualify) $1 678.50 Death in State Service SECTION III: ESTIMATED RETIREMENT BENEFITS PROJECTED TO NORMAL RETIREMENT DATE This section provides Monthly Pension estimates, projected to your Normal Retirement Date, if you have at least 10 years of credited service. Estimates are provided for the same options as listed under Section II Normal Retirement Date: 11-MAY-2015 Maximum Sin Ie Life Annui (MSLA) Monthly Pension Accumulated Deductions Monthly Pension Present Value Option 1 Option 4 (Adjusted for withdrawal of Accumulated Deductions) Adjusted MSLA Monthly Pension Adjusted Option 1 Monthly Pension Adjusted Present Value Under Option 1 your Accumulated Deductions if you take Disability Retirement. · Death in State Service - If you are vested and die while an active employee, it will be assu~ed you retired under Option 1 the day before your death. The Present Value of your annuity will be payable to your beneficiary(ies). If you are not vested, your Accumulated Deductions will be payable to your beneficiary( ies). . Benefit Estimates assume: · Your future earnings will be the same as in 2000. · You continue in your present class of service as a full-time employee. · Retirement tables and factors remain the same as those in use on December 31, 2000. · Any Arrears Balance will be paid (exception - those members \vho are currently vestees or in a furlough status) . · Your earnings will not exceed the federal Social Security taxable wage base after 2000. · Joint Coverage is converted to Full Coverage prior to or at the time of retirement. Continued on back page - 2.000.STATEME.NT of ACCOUNT For: ~EFFREY S KOLODZI Your statement contains three sections: SECTION I: BASIC DATA SECTION II: ESTIMATED RETIREMENT BENEFITS AS OF DECEMBER 31, 2000 SECTION III: ESTIMA TED RETIREMENT BENEFITS PROJECTED TO NORMAL RETIREMENT II I SECTION I: BASIC DATA Personal Data Social Security Number: 165-62-1202 Sex: MALE Birth Date: 11-MAY-1965 Coverage Type: FULL Contribution Rate: 5.00% Counseling Center: HARRISBURG Nonna) Retirement Date: 11-MAY-2015 Final Average Salary: $60,425.91 2000 Retirement Covered Earnings: $63,768.02 Total SSI Non-Covered Earnings: Joint Coverage Conversion Amount: Mandatory Debt: Service Credit as of Dec. 31, 2000* Class Years of Service Class )tears of Service A-50 9.3393 TOTAL SERVICE 9.3393 Principal Beoeficiary(ies).. */fyou are eligible to purchase creditable state and/or non- SIGle service, conlClct yo!.:r Retii'ement Counselor for iriformation on purchasing service, All requests to purchase service ItUIst be filed while you are an active, contributing member. ** Information filed on a Nomination of Beneficiary(ies) form before 1993 or since Dec. 31, 2000, or involving special circumstances (such as the designation of an estate or trust as your beneficiary) may not appear. A maximum of 10 beneficiaries may be shown here; however, you may have more beneficiaries in your retirement record Keep your beneficiary nomination current. You may change your beneficiary nomination at any time by filing a new Nomination of Beneficiary(ies) form with SERS. Forms are available from your agency Personnel Office or your regional SERS Retirement Counseling Center. Please contact us if you do not want your beneficiary(ies) listed on future Statements. Account Balance Regular SSI Contributions Contributions Dec. 31, ] 999, Balance $21 743.65 Contributions $3, 188.44 Lump Sum Payments Arrears Payments Credited Interest $930.67 !o-. YTD Adjustments... Dec. 31, 2000, Balance $25,862.76 'TOTAL DEDUCTIONS $25,862.76 Arrears Balance as of Dec. 31,2000 Regular SSI Taxable BreakdowD of Your Account.... Taxable Contributions $21,945.90 Pre 87 Non-Taxable Contributions Post 86 Non-Taxable Contributions Credited Interest (Taxable) $3,916.86 Dec. 31, 2000, Balance $25,862.76 ".YTD (Year-To-Date) Adjustments reflect corrections to your account for which you a/ready have received notification. ....SERS is a defined benefit plan under Internal Revenue Service Code Section 401 (a). SPECIAL CONDITIONS The following Special conditions apply to your benefit estimates or estimates were not calculated: You have insufficient service credits to qualify for a regular retirement benefit. · Any Mandatory Debt, with appropriate interest, has , been}lctuarially reduced from the Present Value of your account. Note: If you have credited service as a Multiple- Service member (service in both SERS and the Public School Employees' Retirement System [PSERS]), your estimate does not include your PSERS contributions. Your service may be overstated if in any calendar year you have Concurrent Service. · Other Monthly Pension Estimates available are: . . · Option 2 and Option 3, which are based on your date of birth and the date of birth of your designated survivor. The younger your survivor, the lower your Monthly Pension amount. Following your death, Option 2 provides your survivor the same Monthly Pension you received, while Option 3 provides your survivor one- half the Monthly Pension you received. Contact your SERS Retirement Counselor for payment estimates under Option 2 and Option 3. TERMS & DEFINITIONS Following are definitions of terms used in your Statement of Account. For more information. refer to your SERS Member Handbook or visit our website at http://www.sers.state.pa.us. Active Member: An employee for whom contributions are being made to the Fund or who is on leave without pay. Annuity: The pension benefit paid in monthly installments. Arrears Baiance: The balance owed to your retirement account for which you are making payroll deductions. Beneficiary(ies): The person(s) or organization(s) you last designated in writing to SERS to receive any remaining pension benefit upon your death. Concurrent Service: Service in SERS and the Public School Employees' Retirement System (PSERS) for which you contribute to both systems at the same time during any year of membership. Credited Class of Service: A-60 - Normal Retirement Age of 60; A-50 - Normal Retirement Age of 50; C _ Normal Retirement Age of 50 as a State Police Officer or enforcement officer whose service began prior to March I, 1974; D-3 - Normal Retirement Age of 50 as a member of the General Assembly whose service began prior to March 1, 1974; E-I - Normal Retirement Age of 60 for members of the Judiciary; E-2 - Normal Retirement Age of 60 as a District Justice; PSERS - Service with the Public School Employees' Retirement System; Classes G thru N _ Normal Retirement Age of 55 with 20 years of credited service; SSI-60 - Normal Retirement Age of 60; SSI-50 -Normal Retirement Age of 50. If you have any creditable State or nonstate service not included, contact your SERS Retirement Counselor for information on purchasing such credit. All requests to purchase service must be filed while you are in an active pay status. Credited (or Statutory) Interest: Member account interest set by law at 4 percent per year, compounded annually. Final Average Salary: The average salary of three non-overlapping periods of four consecutive calendar quarters. Typically, this is the average of~he highest three years of compensation. Full Coverage Member: Any member making regular member contributions who joined SERS on or after July 1, 1964. Mandatory Debt: A debt to be satisfied at the time of retirement through an actuarial reduction to the Present Value of the member's account. Normal Retirement Date/Age: Also called superannuation age, normal retirement age for most members typically is age 60 with at least three years of credited service or any age upon attaining 35 years of credited ~ervice, whichever occurs first. Age 50 is normal retirement age for a member of the General Assembly, an enforcement officer, a correction officer, a psychiatric security aide, a Delaware River Port Authority policeman, an officer of the Pennsylvania State Police, or a member of any other membership group stipulated by legislative revision of the Retirement Code. PreS7 Non-Taxable Contributions: Contributions made prior to 01-01-1982 and/or arrears payments made prior to 01-01-1987. Post86 Non-Taxable Contributions: Generally, contributions made for the purchase of service after 01-01-1987. Present Value: The total value of a member's retirement account that funds annuity payments over his or her lifetime; this also is the amount paid to a vested member's beneficiary(ies) when a vested member dies in State service. S8I (Social Security Integration) Contributions: For eligible members who elected SS! coverage, the total contributions on earnings exceeding the federal Social Security tax base for all years of SS! coverage since Jan. 1, 1956. VesteeNested: Eligible to receive a SERS monthly pension. Keep your Statement in a safe place. There is a $5 charge for each duplicate Statement. COivlMONWEALTH OF PENNSYLVANIA STATE EMPLOYEES' RETIREMENT SYSTEl\1 HARRISBURG REGIONAL COUNSELING CENTER 30 NORTH THIRD STREET. ROOM 319 HARRISBURG. PAI7101 717 -783-9065 1-800-633-5461 FAX: 717-783-9599 July 24, 2001 JEFFREY S KOLOOZI PERSONALANDCONRDENnAL 25 S PITT STREET - APT 4 CARLISLE PA 17013 SSN: 165-62-1202 Dear tv1r. Kolodzi: Responding to your inquiry regarding the value of your retirement account with the State Employees' Retirement System, I provide you with the following summary of member contributions and interest: Value of Account as of 12/26/2000: Total Contributions and Interest $ 25,862.76 .-----...-.-.-------------...--..----..--.-..-.----.---.---.......---..-..-.-..-.--..-.-.-.---...-.--.-.--.-.........--..-..-.-..........-.---......-... ... S e ~l~~~-1_~___.____.___._._.....___. ._._...___.........___....__...._...._.__._.__._._.__..._......__.._....._.___..._._.__.._._....~.:~~_~_~._y r~_... .._y~~!~~_ D ~_!~__{.!Q._.:t~~.~~2__.._..._........_......_...__...__..._...... .__. .__...___......_...._._._....__.__._........_..._..___Q~!.Q!?{~_QQ.~_... Present Value $ -0- .....sinceyou--were-not-vesieciTn-ours.ys.tem...ij-s-..of."tti.e'''above'date~''-th'e''only-v~iiue'to'''your'account'' is your accumulated contributions plus the interest they have earned. You are eligible for an annuity upon leaving employment if you have ten or more years of credited service at any age. or have reached normal retirement age (age 50) with at least three years of credited service. Since you have indicated this information is needed for divorce purposes, enclosed you will find information regarding your retirement account which is intended for vour attorney's use and should be taken to him/her. Please do not direct questions regarding these enclosures to me: I am not an attorney. Your attorney may direct hislher questions to our legal department at 717-783-7317. I trust this information is sufficient for your needs. It is your responsibility to promptly provide all of this information to your attorney. Sincerely, Karen S. Kramer Regional Manager Enclosures: divinf.mem; sample ORO; SERS-157 (2 copies for member & attorney) cc: SERS Region active files Scanned-DRO correspondence/historical [JEFFREY S KOLOOZI, 165-62-1202] 1/isit S~fR..S' 1ve6site at 1Vl.VCv.sers.state.pa. us Ms. Kramer, I was advised t write to you to obtain retirement information due to the filing of a divorce complaint. The following information is provided for you and I am requesting the information that you would normally send out for these cases. Jeffrey s. Ko1odzi 25 S. pitt St. Apt. 4 Carlisle, Pa. 17013 960-9450 Soc. 165-62-1202 IX>B 05/11/65 Date of marriage 06/17/88 Date of Separation: 12/26/00 Attorney: Ruby Weeks 10 W. High st. Carlisle, Pa. 17013 Tel: 243-1294 I am requesting info~ations I have made up until separation. I'm not sure if you need to know, but the divorce complaint was filed on 04/16/01. My attorney regeusts that I provide her a paper with my vesting date, which should be 08/04/01. Thank You for your help. Any questions, please call. c..- c: = :r.. ~ :P ;0 tn co c:; ~J c:> -0.. .. l> - c::> s: t.n ~ :;0-- mCJl ~--I -~ :.1>' -:0 -t tr1 rn -:x:; -- . rn .:~ i t"\ 0 : r.~ :s: rn '-~ ~;; :"-.~~.;:t, ,= ~~.~~.!~ -j.:. - .. c::= ',A~tX:Cl'PANT::~:~S TAlEM'~Nr~:~:A$:\~:Qf:~~~ ~~~~~-f1.T3-f/lf9 - :.}~:~:~stiC1A[{~sEc[RiT)<iuMBE""~~~):~(/ 165-62-1292 : jU~l(::::~:~jttoii.Nt~j~OMB_ERJ~;:::'::~::::::::::::j 91111142 ';J,r'ili~~~~,~)~!~~~~~~t~~if:~~jji~'tj 1-899-422-1327 PAGE 1 OF 2 ,!.......:.!I..\CJlth · De~erred "t" 1''''IHh\ h Jni~1 II I~~ Compensation W~' Program _ SECURE YOUR FUTURE. TOD~-\\~. .\dlllinislcrcd, Enrnlicd &lnd Sl'r\ ked by cffistrel't COPELAND 11111111111111111111111111111111111111.1.111111111111111111111 Her# 018454 0037397 JEFFREY S KOLODZL 571 F 5T CARLISLE PA 17013-1350 INCEPTION TO DATE SUMMARY INVESTMENT FUND ** TOTAL TRANSFER DISTRIBUTIONS TOTAL 12/31 DESIGNATION NUMBER CONTRIBUTION GAIN/CLOSS) BALANCE CPA GROUP FUNDS AGGREGATE BOND INDEX 0185 3,746.47 (4,311.28) .00 564.81 .00 STOCK INDEX FUND 0187 10,606.15 4,311.28 .00 5,298.77 20,216.20 PLAN TOTALS 14,3~2.bL .00 .00 ~,8b3.~8 ZO,Zlb.ZO t~E ..,~ ~~~~ ~ N ~Ol~ RY~~: E ~g~~ A~ t~ ~J:~~~8::::~:~~:~E:r~gR,:Y:~~<:~U~:T~:E.Egr:~M~D:~~!?~~JE:9:<l:~F.o.R.~AUQ~SY:~J ~~ ': . ~~L~, . PERIOD SUMMARY (lfJ/Bl/DfJ - 12/31/DD ) INVESTMENT DESIGNATION CPA GROUP FUNDS STOCK INDEX FUND 19/91 BALANCE TOTAL PERIOD TRANSFER DISTRIBUTIONS PERIOD CONTRIBUTION GAIN/(LOSS) 12/31 BALANCE 21,310.10 600.00 .00 .00 :: ~ 0(:) .. :'-:( 1 ,-bYj ~ YO J : <' .::::"zU ~ Z 1 b.' zu'>" :::. 'PERIOO<TOTALS>:. .'.\::...21 ,~lU.IO.... u .. ...... ... ..... . .. ... . : :..bU . . Uo.::.:.::::::::::.:::.:>:.::.::':..<:.:~"UU .::.:::::: ': DETAILED TRANSACTIONS (OlfJ/Dl/OfJ - 12/31/00 ) (1,693.90) 20,216.20 INVESTMENT TRANSACTION DATE DESCRIPTION . .".F UNO . NAME DOLLAR UNIT/SHARE AMOUNT VALUE 10/13/00 CONTRIBUTION STOCK INDEX FUND 100.00 10/27/00 CONTRIOUTION STOCK INDEX FUND 100.00 10/27/00 ASSET CHARGE STOCK INDEX FUND 3.48 11/10/00 CONTRIBUTION STOCK INDEX FUND 100.00 11/22/00 CONTRIBUTION STOCK INDEX FUND 100.00 11/22/00 ASSET CHARGE STOCK INDEX FUND 3.47 12/08/00 CONTRIBUTION STOCK INDEX FUND 100.00 12/22/00 CONTRIBUTION STOCK INDEX FUND 100.00 12/29/00 ADMINISTRATIVE CHARGE STOCK INDEX FUND 7.50 12/29/00.:. :ASSET CHARGE :: . STOCK: J NDEX ':F.UNO ::.:..:: ... ".:.3~'49 PAYROLL CONTRIBUTIONS NOT YET POSTED BY THE APPROPRIATE ISSUERS TOTALED $ ( PLEASE ~.EE NEXT PAGE ) 18.0300 18.1100 18.1100 17.9400 17.3700 17.3700 18.0100 17 .1800 17.3700 :..17.3700:.'. .00 UNITSI SHARES 5.5463 5.5218 .1921 5.5741 5.7570 .1997 5.5524 5.8207 .4317 ~:2009 . , I ."":.,' "'\\l':llll; I D ~ d II: ''0.111;'' '0, .11';:_ . eJ erre ~..~, Compensation ~p ~ -i} I Program SECURE \90UR FUTURE. TODA\r. --. ...----...------- .------------------- \ d iii: I~ !'l\:l"l'd. Enroll':d and Sl.'n in'd b.\ citi ....u.:t: r (~OPE'L .... N. D ~ ... C.l' "-' - '04. ~l j Ref# 018454 0037398 JEFFREY S KOLODZL STOCK INDEX FUND ENDING UNIT/SHARE VALUE 17.3700 : ;PIRtttl PANt:~:~StAT:EMENI\:AS>()fn . ..--....... .....i2731~.... ......... ---------...--.-- -------------- ...... ... .... ........... ................ . ........... ............................................................ . :::}::~:sot.lAlISECJJ1U1.YimJM 8 ER:}::;:t:::: 165-62-1292 ... -.......... ... . ...... ..................... ......... '::::::::::::~i?::::iAt.tmmt i2NUMREif}::::::: ::::::/}i2 91111142 ::IFITfoiFf:iN:Fi)RMAfflofNICA~LL~\:~~}>)~ . :: ~: ~: ~: ~: ~:::;::: ~:::;: ~::: ~: :IHE 1Hit Iffi t N E.: ~:::;: ~: ~:::;: ~::::::: ~: ~::: ~: ~: ~: ~: 1-809-422-1327 PAGE 2 OF 2 TOTAL UNITS/SHARES 1,163.8572 R39 M PA05000 457B EE 12930 (.()mn....n\'~:.I,th 'D ~ d Ill" 1.~I1f1~~i~1t;~. .' e. erre ~.' ~.~ -j'Compensation ~ Program SECURE YOUR FUTURE. TODAY. .MRrl_e~_~ANti~HliM(~T}M:{Q.f-:~ 1IS~~c~iAt~:{fifuiRfiy5illMBill}~}?~ 165-62-1292 :_::~:;:;:~:~:~:::~:~:::~:~:~AtcritiNt:::::ijjMBER1II[~;:::~:::~:i:~ 91111142 -.[::::::::::I@:-r~.ll~Ti~~:~~t:1J 1-899-422-1327 PAGE 1 OF 2 Administered. Enrolled :111(1 Scn.iced b~' crust rcrl COPELAND 1...111...111.11...11..11....111111111.1.1111.1...1.111111.111 Ref# 018791 0037393 JEFFREY S KOLODZL 571 F ST CARLISLE PA 17013-1350 INCEPTION TO DATE SUMMARY INVESTMENT fUND ** TOTAL TRANSFER DISTRIBUTIONS TOTAL 93/31 DESIGNATION NUMBER CONTRIBUTION GAIN/CLOSS) BALANCE CPA GROUP FUNDS AGGREGATE BOND INDEX 0185 3,746.47 (4,311.28) .00 564.81 .00 STOCK INDEX FUND 0187 11,306.15 4,311.28 .00 2,840.18 18,457.61 PLAN TOTALS 1~,U~2.b2 .00 .00 j;404.99 18,4~/.bl i~E.::~ kf~~~.N~?:.J.~Rra~:E-rg~~A~ l~ !I:::::~-~~~:::::~:~:~:~.~:~:::::m~:::::~:~:~::::~:g~:::::I~:~::::f,~~:~:te~:9:::::~~lg~~I~:P::::.:I:~~~:~~:MI.:~~::-:~:Y~_U:~~::::::::E~~~:::: PERIOD SUMMARY ( 1/81/81 - 3/31/81) INVESTMENT DESIGNATION 91/91 BALANCE TOTAL PERIOD TRANSfER DISTRIBUTIONS PERIOD CONTRIBUTION GAIN/CLOSS) 93/31 BALANCE CPA GROUP FUNDS STOCK INDEX FUND 20,216.20 700.00 .00 .00 (2,458.59) 18,457.61 ~>:~:>~><{.:/::~>.PERI OD>t.OTArS.:~><~~~;~~~~:~::::~:;:;ZU. ~:.iib:~:i.o.:}~~~<<:::;:;:::>ie(i ~::ue. ::::<~><:;<:;:>\;:>;>~j1U: :<:~~><:::;:;::>;:;:;:;:;>>~:GO.:::~:>~>>t ~ .~. 4 ~B ~:b 9 j ::::::::. ::".::18 ~'4 hi ::.-:b l.:"~::~: DETAILED TRANSACTIONS ( 1/81/81 - 3/31/81) INVESTMENT TRANSACTION DATE DESCRIPTION fUND NAME DOLLAR UNIT/SHARE AMOUNT VALUE U~~ITSI SHARES 5.8548 5.6593 .2012 5.6274 5.9347 .2040 6. 1462 6.5876 6.5316 ." ":-.:~< 2024 01/05/01 CONTRIBUTION STOCK INDEX FUND 100.00 17.0800 01/19/01 CONTRIBUTION STOCK INDEX FUND 100.00 17.6700 01/26/01 ASSET CHARGE STOCK INDEX FUND 3.59 17.8400 02/02/01 CONTRIBUTION STOCK INDEX FUND 100.00 17.7700 02/20/01 CONTRIBUTION STOCK INDEX FUND 100.00 16.8500 02/23/01 ASSET CHARGE STOCK INDEX FUND 3.35 16.4200 03/02/01 CONTRIBUTION STOCK INDEX FUND 100.00 16.2700 03/16/01 CONTRIBUTION STOCK INDEX FUND 100.00 15.1800 }::g~ ~ ~ g~ g ~ <<:k~~ I ~ 1, ~~ng~:<:::::.:>_::<~ ~gE~j ~g ~~ _:< ~~~g :::::::>>::.::::::<-lQg ;gg><><>> 1 ~ : ~ ~ ~g PAYROLL CONTRIBUTIONS NOT YET POSTED BY THE APPROPRIATE ISSUERS TOTALED $ .00 ( PLEASE SEE NEXT PAGE ) '~'ill::~"n'.. :I,~\ \ De~erred III I' ',I;'" .111,1 II . \}.~. .1 Compensation W~j I Program SECURE 'rOUR FUTURE. T~ "\clmini,h:n:d. Enn)lkd and St.:n in~d h: dfl')trt.',:r COPELAND Ref# 018791 0037394 JEFFREY S KOLODZL STOCK INDEX FUND ENDING UNIT/SHARE VALUE 15.3100 ::PARtl~cl.~A"t9s1:Atlij~Ht?\A$IQt:\ .............. 3/31/91 165-62-1292 . :: ~:~: ~: ~: ~:~:~: ~:~: ~ :~:~: ~A c to U.......:~; ~:~............:...:.,.. "':: ~:~: ~: ~ :~: ~:? ~: ~:~: ~:~ :~:~:~: 91111142 :\\:\\\\\\I\f:;g:~:\:\\~ttf~~~:~il:~~::::~~!~:\:\:\\\\\:I\:m:\ 1-899-422-1327 PAGE 2 OF 2 TOTAL UNITS/SHARES 1,205.5917 R39 M PA05000 4578 EE 12739 '~~,.--~{!o; _.- . -~. ~ .... Diversified Appraisal Services Real Estate Appraisers and Consultants 35 East High Street · Carlisle, Pennsylvania 17013 (717) 249-2758 FAX (717) 258-4701 SUMMARY APPRAISAL REPORT Larry E. Foote Chief Appraiser General Appraiser Number GA-000014-L Diversified Appraisal Sefvlces (717).249-2758 .... s A - I R rt ummary ~.~pralsa epo UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 090701K Pro flY - · Prooertv Address 571 "F" Street City Carlisle State P A ZiD Code 17013 leaal Descriution Deed Book 115 Pace 603 County Cumberland Assessor's Parcel No. 6-19-1643-377 TaxVear 2001 R.E. Taxes S 1 442.52 SDeclal Assessments S 0.00 Borrower n.a. Current Owner Jeffrey & Patricia Kolodzi OccuDant: -rxJ Owner n Tenant n VCEant iii ProDertv riahts appraised lXl Fee Simnle 1 leasehold Proiect Tyoe r 1 PUD r 1 Condominium (HUONA onlYl HaAS /Mo. Neiahborhood or Proiect Name n.a. Man Reference 19-1643 Census Tract 0120.00 Sale Price $ n.a. Date of Sale n. a. DescriDUon and S amount of loan charaesfconcesslons to be oald bv seller n. a. lender/Client Address Appraiser Larry E. Foote Address 35 E. High Street Suite 101 Carlisle PA 17013 Location DUrban ~ Suburban o Rural Predominant slnt family houelng Pr..ent land UI. % Land ... chang. Buift up IZI Oyer 75% o 25-75% o Under 25% occupancy ~RI AGE One family 100 IZI Not likely D Likely (000) (yrs) Growth rate o Rapid IZI Stable D Slow IZI Owner 85 low 10 2-4 family D In process Property values 0 Increasing IZI Stable o Declining o Tenant 150 Hiah 75 Mufti-family To: Deman<Vsupply 0 Shortage IZIln balance D Over supply IZI Vacant (0-5%) Ilj::'>":'~ P edo .nant ~.:::;:;~::O:~~. Commercial .' '~.:i;' r ml i;~~J;:8:. :.:-:1 ~. I. . .~. I.- . Marketina time 11 Under 3 mos. fXJ 3-6 mos. n Over 6 mos. n Vac.cover 5%1 110 30 Note: Raee and the racial composition of the neighborhood are not .ppralsal facto.... Neighborhood boundaries and characteristics: The subiect neiahborhood is bordered by College Street "B" Street Orance Street and PA Turnpike. ~ Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market etc.): ~ Established residential neighborhood with stable ownership patterns. Convenient to schools churches shoppina and transportation. It Market condftions In the subject neighborhood (including support for the above conclusions related to the trend of property values, demand'supply, and marketing time __ such as data on competftive properties for sale In the neighborhood, description of the prevalence of . and financing concessions, etc.): Marketina conditions are average with properties selling within three to six months. Conventional and insured financing is readily available to Qualified buyers at reasonable rates and terms. - Project Information for PUD. (If applicable) - - Is the developerlbuilder in control of the Home Owners' Association (HOA)? Dves DNa . Approximate total number of unfts in the subject project Approximate total number of unfts for sale In the subject project Describe common elements and recreational facilfties: Dimensions 71' X 139.22' X 3.96' X 67.08' X 138.70' Topography Level Sfte area .23 acre Comer Lot D Ves ~No Size Typical for the area SpecifIC zoning classKicalion and description Residential Shape Rectanaular Zoning compliance IZIlegal 0 legal nonconforming (Grandfalhered use) DI~ D No zoning Drainage AdeQuate Hlahest & best use as Imoroved: IX) Present use n Other use (explain} VIew Average Utllltlea Public Other Off-.It.lmprovement. Type Public Private Landscaping Average Electricity IZI Street Macadam IZI D Driveway Surface Macadam Gas ~ Curb/gutter Concrete IZI D Apparent easements None Water IZI Sidewalk Concrete IZI D FEMA Special Flood Hazard Area DVes IZI No Sanftary sewer IZI Street lights Yes ~ R FEMA Zone C Map Date 2-3-82 Storm sewer fXl AileY None FEMA Mao No. 425382 0001 B Comments (apparent adverse easements, encroachments, special assessments. slide areas, illegal or legal nonconforming zoning use, etc.): No apparent .. adverse easements encroachments or other adverse conditions. Off-street parkina at or near site. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Unfts 1 Foundation Cone block Slab None Area Sq. Ft. 1 092 Roof D No. of Stories 1 Exterior Walls Brick/Alum Crawl Space None " Finished 100 Ceiling Avg ~ Type (Det/Alt.) Detached Roof Surface Shingles Basement Full Ceirlng Ac tile Walls Ava ~ Design (Style) Ranch Gutters & Dwnspts. Aluminum Sump Pump Yes Walls Wood Dnlria Floor Avg ~ Existino'Proposed Existina Window Type Aluminum Dampness None Floor Carpet None D Age (Vrs.) 31 years Storm'Screens Thermopane Settlement None Outside Entry No Unknown D Effective A04 (Vrs.) 5-1 0 Manufactured House No Infestation None lYI ROOMS Fover livina Dinino Kftchen Den FamilY Rm. Rec. Rm. Bedrooms # Baths laundlV Other Area Sa. Ft. tnI Basement 1 1 1 1 092 I level 1 1 1 3 1 1.092 .; level 2 ~ 5: !! Finished area above orade contains: 5 Rooms. 3 Bedroomls). 1 Bath(s): 1 092 &JUare Feet of Gross llvlna Area ':i INTERIOR Malerials'Condftion . HEATING KITCHEN EQUIP. ArnC AMENITIES CAR STORAGE: - Floors Hardwood/Good Type Radiant Refrigerator ~ None D Fkeplace(s) /I D None D Walls Drywall/Good Fuel Elec Range/Oven ~ Stairs 0 Patio 0 Garage # of cars T rim'Finish Wood/Good Condftion Good Disposal D Drop Stair D Deck D Attached Bath Floor Vinyl/Good COOLING Dishwasher ~ Scuttle [g1 Porch Enclosed IZI Detached 1 Bath Wainscot Drywall/Good Central Fan'Hood IZI Floor D Fence D Buil-In Doors Wood/Good Other 1 wall Microwave D Healed D Pool D Carport Condftion Good WasherlDrver n Finished n n Drivewav 1 Addftional features (special energy efficient ftems, etc.): Paddle fans in bedrooms and kitchen. There is also a fenced rear yard. Condttion of the improvements, depreciation (physical, functional, and exlernal). repairs needed. qually of construction, remodeliiQ'additions, etc.: All R improvements are in aood condition with the exception of some loose soffit at the rear of the dwelling and saggina ceilina in the enclosed porch. fa ... Adverse environmental condftions (such as, but not limfted to, hazardous wastes, toxic substances, etc.) present in the improvements, on the sfte, or in the immediate vicinity of the subject property.: No such adverse conditions were observed by the appraiser. The appraiser however is not Qualified to detect such substances. Freddie Mac Form 70 6193 PAGE 1 OF 2 Fannie Mae Form 1004 6193 Form UA2 - .,.OTAL 2000 for Windows. appraisal software by a Ia mode, inc. -1-800-ALAMODE alu .. - Ion ESTIMATED SITE VALUE ...- .... ......... .............................. $ 20 000 Comments on cost Approa:h (such as, source of cost estimale. site value, ESTIMATED REPRODUCTION COST -NEW-OF IMPROVEMENTS: square fool calculation and for HUD, VA and FmHA, the estimaled remalniwJ Dwelling 1.092 Sq. Ft. @$ 45.97 =$ 50. 199 economic IWe of the property): Cost data has been secured from 1.092 Sq. Ft. @$ 25.00 = 27 .300 Marshall & Swift Valuation Services and confirmed with local .. Porch = 21.549 contractors. - . Garage/Carport ~ Sq. Ft. @$ 15.95 = 5.359 . . T olal Estimated Cost New ............................. = $ 104.407 Site value has been estimated from local market data. .. - less Physical Functional External Depreciation 9.491_L J =$ 9491 The estimated economic remainina life of the subject propertY is Depreciated Value of Improvements ................................. =$ 94 916 45 years. -As-Is- Value of Sfte Improvements ................................... =$ 3000 INDICA TED VALUE BY COST APPROACH ............................ =$ 117,916 ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO.2 COMPARABLE NO.3 571 "Fu Street 587 liEu Street 567 liEu Street 12 Gobin Drive Address Carlisle Carlisle Carlisle Carlisle ProximitY to Subiect ;~~~~~~~~~;~n;~~~~~~~~;;~~;~;~~~~~~;~;~~~~~~~~;~~~~~~~~~~~~~~~~l~~~~; 1 block 1 block 10 blocks Sales Price S n.a. .~~~~~~~~~~~~~~~~~~;~~;~~~;~;l;~~~~;~r~~~~;~~1 S 107 900 ~i.l~f~~i~~~milfi$lJ s 105.000 ~~l:i~m}~j~~~~~~~~~~~~~jl S 104 900 Price/Gross livina Area S lP$ 91.75 r/:J ,~~;;~;;~~~;*1i~~~&~l~~r~~; s 105.00 rtJ 1~~;[~~I~itillti~l~l; S 89.51 r/:J f:;~;~~~;~r~~;il~~J.li~jt Data and/or VerrlCation Source Inspection Courthouse/MLS Courthouse/MLS Courthouse/MLS VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION . + ( -)$ Adlust. DESCRIPTION . + ( -)$ Adlust. DESCRIPTlON . + ( -)$ AdJust. I . I Sales or Financing - Conventional I Conventional I Conventional I . I I . . . Concessions None known None known I None known I . . . Dale of SalefTime ;M~;~;~;~;~;~~~~~;~~;~;~~;~~~;~;~;~~;~~;~;~~~~~;~;~;; 8-1-01 I 3-1-01 I 6-29-01 I I . . Location Average Similar . Similar . Similar I . . I leasehokVFee Simple Fee Simple Fee Simple . Fee Simple . Fee Simple . . I . Sfte .23 acre .18 acre . .26 acre . .29 acre . I I I I . Similar I VieW Average Similar . Similar I I . I I . Similar . I Desion and Appeal Ranch Similar I Similar . . . I I . . -3 000 Alum/Brick . +1.000 Qualitv of Construction Brick/Alum Similar . Brick . . I . I I 48 years . 40 years I Aoe 31 years 41 years . . I Similar I Similar . Superior I -2.000 Condftion Average to good I I . Total : Bdrms: T olal : Bdrms : I Total : Bdrms : Baths . Total : Bdrms : Baths . Above Grade Baths Baths . I I . I 6 I 3 I 1 . -2.000 6 I 3 . 1.5 I -3,000 5 . 3 I 1 I Room Count 5 I 3 I 1 . I I . . I I I . . Gross livina Area 1 092 Sa. Ft. 1 176 Sa.Ft.: -1 700 1 000 Sa. Ft. : +1 800 1 172 Sa. Ft. : -1 600 i Full basement Full basement , I Full basement. I Basement & Finished . . I I . I Rooms Below Grade 100oA>> finished with familY room I +2 000 Full basement . +4 000 50% finished , +2 000 :!! I , . S Functional UtilitY Average Similar . Similar . Similar . I . , ~ Heatina'Coolina Rdnt Elec 1 wall Fha Oil CA I -2.500 Fha Gas CA . -2 500 Fha Oil CA . -2 500 I . I - Enerav Efficient Items None Wood stove I -1 000 Fireplace . -1 000 None I . I I GaraaelCaroort 1-car det garage None . +3 000 None . +3.000 1-car carport I + 1 000 . , I . Porch, Patio. Deck, Enclosed porch. Porch. I Porch. . Porch, I I I I , . . Fireolace(s). etc. porch patio . +2 000 patio . +2 000 wood deck I +2 000 I . . Fence. Pool. etc. Fenced rear yard No . +500 None . +500 Similar I . I I I . I I . , Net Adi. {total} ~;~~~~;~~~~;~~;~;~~~;~;~;;;~~~;~;~~~~;;~;;;~;~~;~~;;;~;~~;~~~~~;; -rxt + -n - :$ 300 -IX] + -n - :$ 1 800 n+ IX] - :$ ." 100 Adjusted Sales Price - _$ _s ~,." ...........>.((. .....I..~.. I. .~Y. .'~ "''$:~ ..... of Comparable 108 200 106 800 ~;;~~;~;I.i~i1i~I~11 s 104 800 Comments on Sales Comparison (including the subject property's compatibUily to the neJ,Jllborhood. etc.): Although comparable sale number 2 is over six months old the sales used are the most recently sold similar properties available. Comparable sale number 3 was aiven the most consideration in arrivina at my final opinion of value due to its similarities to the subject property in room count. , ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Date, Price and Data 12-1-94 5-3-76 1-30-62 8-1-97 Source, for prior sales $99.000 $43.000 $16,875 $99,900 within year of aDpraisal Courthouse Courthouse records Courthouse records Courthouse records Analysis of aIrJ cunent agreement of sale, option, or listing of subject property and analysis of w:tf prior sales of sublect and comparables within one year of the dale of appraisal: The subject is currently listed for sale at $108 900. INDICA TED VALUE BY SALES COMPARISON APPROACH .......................... ......... .................. ..... ............................. ..... ...... $ 104 800 INDICATED VALUE BY INCOME APPROACH {K Applicable} Estimated Market Rent S /Mo. x Gross Rent Muftiplier =$ n.s. This appraisal is made (Zl -as is- o subject to the repairs, alterations, Inspections or conditions listed below o subject to completion per plans & specrlCations. Conditions 01 Appraisal: Appraised in current condition. Final Reconciliation: Cost and Sales Comparison approaches have been considered and analvzed. with the sales Comparison approach beina considered the most accurate in arrivina at my final opinion of value. The Income approach was not considered since this is an owner occupied sinale family dwelling. I - The purpose of this appraisal Is to estimale the market value of the real property that is the subject of this report, based on the above cordions and the certiflCaIion. conlilYJllnt I . and limiting conditions, and market value definition that are staled In the atta:hed Freddie Mil: Form 43WFNMA form 10048 (Revised 6-93 ). - I (WE) EsnMA TE THE MARKETV ALUE, AS DEFINED. OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT. AS OF September 6. 2001 . (WHICH IS THE DATE OF INSPECTION AND THE EFFECTNE DATE OF THIS REPORl) TO BE $ - .104,800 A~PRAISER~r ~ SUPERVISORY APPRAISER (ONLY IF REQUIRED): o Did o Old Not SlQnalure - SilJIalure Name Lar . oot Name Inspect Property Date Recort Sianed September 10. 2001 Date Reoort Sianed State CertKication /I GA-OOOO14-L State P A State CertrlCalion , State Or State license /I State Or State license /I State I UNIFORM RESIDENTIAL APPRAISAL REPORT File No 090701 K Freddie Mac Form 70 6193 PAGE 2 OF 2 Form UA2 - "TOTAL 2000 for Windows. appraisal software by a Ia mode, 0:. - 1-800-ALAMODE Fannie Mae Form 1 004 6-9~ MAP SKETCH .ADDENDUM Borrower / Client Property Address City County State Zip Code Lender BUILDING SKETCH 1.1 z.,' 13' Gl\lCiO!EtJ A~(.,l"l ~EO, MTH !itr4le/J /e(J , dW. J., \ ",'klt/- /A'oW\ . 2J LOCATION MAP [*SUBJECT ~ROPERTY] cl .., I I' "..~. ~--- ~...\l \ ~~'2 _._1 ~~ '.- MilloII' f!~\~ ' . "''''.A- J . I .;../. ." --: Rill,. 1 . '! '; II::: 34 ),111I1/, ,.",,,.: .' .' ~ '" ". : ! J.: ;.:. '..-" ' I''''''''} .....", ~ ~ 9 , . " Georges Flow~rs "'0; .1 ~ [j ,',,'i~"'.'!!.!;u.nI ~ "'. " Carlisle Swimming 4;-~ .. .- ~~..~~ -~~. 1: " Pool _" -':.~ .i \ ~8 ~ '.l .p!,i~ ~ -; .... . CourtyardD, ISr l. ~ ~ 'f_ I~' I Aed~ HSr I. __ .#l ~ ~ L. ~"'Iffcf Dr l' DJ ffSr .. \ I ~ I "i.." !G SI ~~ ~ us .1-:;; I .Imillon . '" s ( , """," ,". /:'----1 J: j fl' --1.. I Dr 'hri"; ~ Wilson Middlq .. ~~ F SI S _ ' ~'. 11 F 51 c ~mol S n .,' nlllh en Q: School'. '. . ~ ~~~.e ,: II -- "o~ g,~\ R aur8(lt ~ ~ !! , I I.t, ~ ct [!t!fS, .!1 (II ...... ~j--- ~\t~U ~ ~. ~ Bellair ~ < I ~ - S ,. U l'~ IIJ , =.l'i:'" " ~~, Dun." ~dlg . D':'~;,,:,!,~:,:~~ ;ry. ;;; ~)..."T:1 ~ ,ftJuS: ~~i~ r; . ,~~b ~ ~ ~. ~ Cmhsle ~ ! 11 ".. tJ: LH !!!.trLes , I ~ , , ~ c'::p." lIfA~ High School & ;; 3rd' ~.~ ~~! - /I _ rHtndtrsci~) ~l..~ : \ ~ 4 l> Center for" ~ . r"\~iE ~ '- ... ~ ~ -.' ,J; U' ~ · .. i A~\n~ ~. Careers &" \" C~~~ ~I- ~ Ilia~ '11-J UI 7B' ~.? Y~~r . (.t ,,!~.. ? ort)e\ M9. . h .Techn~ . !'aQen~~r y ri1lI.l~I ~LJI Ave " "P.:.sA ~ , I · 1 it I cks 1 c:$' WesrNOf1h'S, - ViI - --:.~ ~J.1-1 ~ r-.... ._'M. r...-1. ~.~ ~ ~~:. · '. i . ~ a . J,'-- CI) ~ ~ S!L.1 I&i ~. " . -2Ai~ ~ m t $'---. -~ - -...!:~' · '~:J,... " II WostLD.' 'Slbl I~L ~~~. ciS ~ ,"'- I_~' ....:.,.. ii". . '-]F;' -- ---t=:-:~ - IIrr.. ~ ~ c:! . -, Ii ~ 1- .... ,....1'!.....t:: ~ ' I ~ -//,.;g"'.\ c Central PA~ u..d:'; It' f ~ u I ~ ~ . ~ -..&...- . ~ . u-YQuthBal~.. ::-:--- ~1~Wtsr l ""- "__4IlIf~~~ ~ 51 i ,Ct'r1;.\/(~ ~ J'---~"--!--' - ~~onA" !~jIPauls -T;,j I ,... l~l~ G C osser Inc! IJarrtIC:k.t .1.-_00;-1--:- . jOlcklnson I 'U.w.,tol'l PO .,..-.' J :;.--. . , . I G I "..~. .....~.-I'l _ ~t'IU'Ol( - ~~NesIH"'Hs7'lI; lu......1 -, -....~/\c' fl : ,;"Jllmt C;"IICllur,\(' : en .:- or~yt;_,. 1. r:.~ - __ . Centllry 21 r r "'flno,. f. c: -.., ~I It r S n . ~_CIl..!.rth J I. Avt~. ...........J ~~ 1 r Co~ & Co. ~ - r 'one ~ d l Bid fiel of 1Jw;n~ - .. !4 fiSk......;;; . --- ~ , t3 ""If r. ~j r~~ _ . j .. ~,,~ 0 ~ AWlS ~.lt~l an} c;;:- ~ Ir'J5~ .!I 'ata...... '~L,~L, , ~ ' TrindrtAd /) Exit 16 ~,,\O 'Ol i !!} L...,-r Jil- .a..:.. ~ ~ @J IF.;;; . ~ ~ ~ ~~ I : ~ 51 / ~~ (10 1IL.L.i. ~a Ui TrTl -p~ ~~. (',.", t'r," JU"'""'74-"O (j:0Irt-\~ rE reland .,... W.'-.rl ~Hjj"l: ~ (.,. I . ~ II IaIevSf.LofL l . ~ Ele nenlar -1 --..}~ ~ ~ .("~ ,;;.., ~ '.~ur ~". . .IJ~'-' ... ~..: , ,,,,Ii ~'\(\~S\ ^'", ;nR'lnll J J J;;f: ~ s, i..'''' l ~GilbertsJ'ro'esI1on8J.t. ~ rr il~~ \')'~ Hil~!...O, ~~ !!2...c....J Sr _. J f~ l ~ ~ Pesl Control .r ,17 t\ ~~ - In. ! ,. , I SI_l~S' . ..1" ' Carlisle Theatre I ~ j - 'c!5 I Was'" U lit.... J. rl)L ~ };;-J.. .- . Sf Borough Hall '-. C;ZA 'enda1eCt I ~r.;; .Wi , ~ E. ....=... Eij '''I~:}d Police Station i. /A-~ .~ .~P! ~ ~~ ; li ('.{ ~ ~ ~ ~ .: ~ .r:," ! '0/" q'" ~ 4 t:J"~ ~~ ~' ,.~;,/' <:)~ ~~... , ~ +~\~ ~\\ 4~, ~.'~ ~ ~' ...",...,.., 11 - ~ <: ~ g c} : \ . ct~ , __ : ,~AIjar.~~ \,' ~..4:2~~... - ,,~ ~ I - ~ ""A.. , . ..- .l.~\., ,~.~:~ ~~~lta -;:{\:... .~~ .e' ..' @A: . ~I..~ . ~ , : ('tllle.".n.... ~,/ "'.... ,,--- \ , ',i,,,,,\, /1."", (',.,;,.."":,, . ,/t' 0,'" ~4 ---- ~ I ..., '\. o i S' ~, il#,,'6 ~ Blakewood Business Forms 1 (800) 443-1004 .", Subject Photos Borrower/Client n.a. ProDertv Address 571 "F" Street City Carlisle County Cumberland State P A Zip Code 17013 Lender SUbject Front 5711F" Street ---- ", ! ; - :1 Subject Rear ~~ .1 Subject Street Form PICPIX.TR - ''TOTAL 2000 for Windowsn appraisal software by a Ia mode. Inc. -1-800-ALAMODE Comparable Photo flage Borrower/Client n.a. ProDertv Address 571 "F" Street City Carlisle County Cumberland State P A liD Code 17013 Lender Comparable 1 587 "E" Street Comparable 2 567 liE" Street Comparable 3 12 Gobin Drive Form PICPIX.BR - "TOTAL 2000 for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE . . DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisfte to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicft In this definRion is the consummation of a sale as of a specKied date and the passing of title from seller to buyer under condRions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or . well advised, and each acting in what he considers his own best Interest; (3) a reasonable time Is allowed for exposure in the open market; (4) payment Is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions. granted by anyone associated wtth the sale. · Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a resuft of tradRion or law in a market area; these costs are readily identKiable since the seller pays these costs in virtually aU sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party instRutional lender that Is not already involved In the property or transaction. AITf adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certKication that appears in the appraisal report is subject to the following condRions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the tile to ft. The appraiser assumes that the tftle is good and marketable and, therefore, will not render any opinions about the litIe. The property is appraised on the basis of ft be~ng under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the Improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of fts size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject sHe is located in an identKied Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property In question, unless specUic arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at fts highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction wfth any other appraisal and are invalid K they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes. toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent condRions of the property or adverse environmental condRions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such condftions and makes no guarantees or warranties, express or implied, regarding the condRion of the property. The appraiser will not be responsible for any such condRions that do exist or for any engineering or testing that might be required to discover whether such condRions exist. Because the appraiser is not an expert in the field' of environmental hazards. the appraisal report must not" be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such ftems that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report- except as provided for in the UnWorm Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be pe.formed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specrled in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to aIrI professional appraisal organizations or the firm wfth which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consuttants; professional appraisal organizations; any stale or federally approved financial instftutian; or atrf department. agency, or instrumentality of the Unfted States or any state or the District of Columbia; except that the lender/client may disbibute the property description section of the report only to data collection or reporting service (s) wfthout having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Form 1oo4B 6-93 DiversWied Appraisal Services (717) 249-2758 Form ACR - ItfOTAl2000 for Windows. appraisal software by a Ia mode, inc. -1-800-ALAMODE APPRAISER'S CERTIFICATION: The Appraiser certKies and agrees that: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those Kerns of signKicant variation. If a signfficant Rem in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, ff a signfficant Rem in a comparable property is Inferior to, or less favorable than the subject property, I have made a posnive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly wfthheld arrf signKicant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information In the appraisal report are .,rue and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and IimRing condnions specKied in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the paJticipants in the transaction. I did not base, enher partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex. handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specKic resul, or the occurrence of a subsequent event in order to receive my compensation and'or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specKic valuation, or the need to approve a specrlC mortgage loan. 7. I performed this appraisal in conformity wnh the UnKorm . Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, wKh the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a cond~ion in the definftion of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any sfte wfthin the Immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse condttions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse condttions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on signWicant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specKic tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named Is qualKied to perform the tasks. I have not authorized anyone to make a change to any Kern in the report; therefore, K an unauthorized change is made to the appraisal report, I will take. no responsibility for it. ~. . SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certKies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree wfth the statements and conclusions of the appraiser, agree to be bound by the appraiser's certKications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 571 "Fit Street. Carlisle. PA 17013 APPRAISER: ~:~re~a~~~~~ Date Signed: September 10. 2001 State CertKication #: GA-OOOO 14-L or State License #: State: PA Expiration Date of CertKication or License: June 30. 2003 SUPERVISORY APPRAISER (ani, If required): Signature: Name: Date Signed: State CertifICation #: or State License #: State: Expiration Date of CertifICation or License: D Did D Did Not Inspect Property Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 10048 6-93 Form ACR - ItfOTAL 2000 for Windows. appraisal software by a Ia mode, inc. -1-SOO-ALAMODE LARRY B. FOOTE , REAL ESTATE APPRAISBR E?CfBRIBNCE: i I 1979-Present: Chief Appraiser, Diversified Appraisal Services, Carlisle, Pa. Principal Broker, LaRue Development Co., Carlisle, Pa. 1976-1979: Associate'Broker, Colonial Realty, Carlisle, Pa. 1972-1976: Realtor Associate, Jack Gaughen Realtor, Carlisle, Pa. - Appraisal experience includes undeveloped land, farms, building lots, single-family dwellings, mobile home parks, medical centers, motels, apartment buildings and complexes, office buildings, service stations, veterinary clinics, rehabilitation centers, retail buildings, daycare centers, warehouses and manufacturing facilities. EDUCATION: Bachelor of Business Administration, Pennsylvania ..State University, 1976. Associate Bachelor of Business Administration, Harrisburg Area Community College, 1974. Dliploma, Carlisle Senior High School, 1965. Certificate, Pennsylvania Realtors Institute, GRI I, ORI II, GRI Ill. Certificate, Realtors National Marketing Institute, CI 101, CI 102, CI 103, CI 104, CI 105. Standards of Professional Practice, American Institute of Real Estate Appraisers. Real Estate Appraisal Principles, American Institute of Real Estate Apparisers. Appraisal Procedures, Appraisal Institute. Residential Valuation, American Institute of Real Estate Appraisers. Principles of Incolne Property Appraising, Appraisal Institute. Case Studies in Real Estate Valuation, Appraisal Institute. Report Writing and Valuation Analysis, Appraisal Institute. PROFESSIONAL LICENSES: General Appraiser #GA-OOOO14-L, Commonwealth of Pennsylvania. Real Estate Broker #RB-029729-A, COlnmonwealth of Pennsylvania. PROFESSIONAL DBSIGNA nONS: GRI: Graduate of the Pennsylvania Realtors Institute, awarded by the Pennsylvania Association of Realtors. CRS: Certified Residential Specialist, awarded by the Realtors National Marketing Institute of the National Association of Realtors. CCIM: Certified COlnlnercial Investlnent Melnber, awarded by the Realtors National Marketing Institute of the National Association of Realtors. PROFESSIONAL ORGANIZATION AFFILIATIONS: National Association of Realtors Appraisal Section. Carlisle Board of Realtors. Pennsylvania Association of Realtors. National Association of Realtors. Realtors National Marketing Institute. PAST CUBNTS: Borough of Carlisle CPARC COlnmonwealth National Bank Evans Financial Corp. Slnith's Transfer Corp. F&M Trust Company Messiah Homes, Inc. M&T Mortgage Corp. Defense Activities Fed. Credit Union National City Mortgage Corp. Prudential Relocation Services CUlnberland County COlnmissioners Dickinson College Gettysburg College Record Data Appraisal Service, Inc. Washington Tel. Fed. Credit Union Lenders' Choice' Provident Home Mortgage Corp. United States Marshall Service . Coldwell Banker Relocation Services First Bank and Trust Company Market Intelligence, Inc. BancPlus Mortgage Corp. Letterkenny Federal Credit Union Members 1st Federal Credit Union Carlisle Suburban Autllority Pennsylvania National Bank Cornerstone Federal Credit Union Carlisle Dept. of Parks and Recreation Carlisle Area School District ERA Eastern Regional Services Chase Home Mortgage Corp. Penna. State Employees Credit Union Executive Relocation Services United Tel. Employees Fed. Credit Union Allstate Enterprises Mortgage Corp. PPG Industries, Inc. Redev. Authority of Cumberland County First United Federal Savings Association Pennsylvania Turnpike Commission Sears Mortgage 'Corp. Fulton Bank Central Pennsylvania Savings Association Maenner Relocation, Inc. PNC Mortgage Corp. GMAC Mortgage Corp. Keystone Financial Mortgage Corp. Various law firms and individuals WAIVER JEFFREY S. KOLODZI, spouse of Patricia A. Kolodzi, hereby waives any and all rights to claim any interest in real estate situated in The Borough of Carlisle, Cumberland County, Pennsylvania, known and numbered as 571 F. Street, Carlisle, PA, which premises is being purchased by (his/her) spouse, Patricia A. Kolodzi and her parents, Edward L. Hockenberry and Mildred M. Hockenberry and on which a mortgage has been or will be placed, in the amount of $94,300.00 by First United Mortgage Services, Inc. It is specifically understood by the undersigned that, by the execution of the Waiver, JEFFREY S. KOLODZI cannot claim any rights in and to said property as "marital property" under any actions for "equitable distribution" under present law. JEFFREY S. KOLODZI further agrees that the Note and Mortgage to be executed by his spouse shall be a first lien on the aforesaid premises and the undersigned will not make any claim which would affect the lien and operation thereof. " COMMONWEALTH OF PENNSYLVANIA I, II I I I I I I ,A S 4J' ~EFFREY S. KOLODZI COUNTY OF CUMBERLAND : SS. On this the day of October. 2001 , before me the undersigned officer, personally appeared ROBERT L. O'BRIEN, ESQUIRE, known to me (or satisfactorily proven) to be a member of the bar of the highest court of said state and a subscribing witness to the within instrument, and certified that he was personally present when JEFFREY S. KOLODZI whose name is subscribed to the within instrument executed the same, and that said person has acknowledged that he executed the same for the purposes therein contained. In witness thereof, I hereunto set my hand and official seal. II I husband and wife. The parties have separated and the Husband has filed a divorce INTERIM AGREEMENT The parties hereto are Jeffrey S. Kolodzi and Patricia A. Kolodzi, currently docketed to No. 2001-2213 in the Court of Common Pleas of Cumberland County. Wife wishes to retain, as a portion of the marital estate, the parties' interest in the marital residence where she currently resides with her daughter. The home has been appraised in conjunction with Wife's efforts to refinance the existing obligation to remove Husband from the liability on the mortgage to Pennsylvania State Employees Federal Credit Union. The home appraised at the value of $104,800.00. The parties agree and understand that the difference between the appraised value and the mortgage payoff at the time of the settlement on the refinancing shall constitute marital property. Wife shall be charged with that value in connection with any distribution as recommended by the Court in connection with the pending divorce. Any and all rights, claims, defenses, etc. that the parties have in connection with the distribution of the II marital estate are preserved for presentation before the master. This agreement only I I , I I I I I I I I I In witness where, the parties intending to be legally bound hereby have affixed their hands and seals on this day of October, 2001. .,' / · {4t '~A(*.J.'..t/ ! /. /~jeffr . S. Kolodz; ,'",., ., Patricia A. Kolodz; r r 0 . cI j r / do 111 est i c / k 0 I 0 d z i . a 9 r ~ r\ U L .~ ~l 11'-" \' I"\~ - .....vI lI...A.. J4f/ yu...... au I <J...JU( LISTING CONTRACT. XLS EXCLUSIVE RIGHT TO SELL REAL PROPERTY .This form recommended and approved for, but n~t restricted 10 use by, the members of the Pennsyl vania Association of REALTORS. (PAR). BROKER (Company) c., '., LICENSEE(S) SELLER 1. PROPERTY Address Municipalit (city, borough, towns · County . Zoning and Present Use Identification Number (For exam Ie, lax identification number; parcel number; deed book, page, recording date) ~ .... - ..3 2. STARTING & ENDING DATES OF LISTING CONTRACT (also called "Term") A. No Association of REALTORS@ has set or recommended the ~nn of this contract. By law, the length or term of a listing con- tract may not exceed one year. Broker and Seller have discussed and agreed upon the length or tenn of this contract. B. Starting Date: This Contract starts when signed by B ker and Seller, unless otherwise stated here: + III J Q J C. Ending Date: This Contract ends on . D " 5" I{)~J <i 6D 3. PURPOSE OF THIS CONTRACT Seller is hiring Broker to market Property and to find a buyer. Seller will refer all offers and inquiries to Broker. Seller allows Broker to use.print and/or electronic advertising. Broker is acting as Seller Agent, as described ill the Consulner Notice. 4. BROKER'S FEE No Association of REALTORS@ has set or r~ommended the Broker's Fee. Broker and Seller have negotiated the fee thal Seller will pay Broker. 'Ibe Broker's Fee is . If? (.tl. of/from the sale price and paid by Seller. 5. COOPERATION WITH OTHER BROKERS Licensee has explained Broker's company policies about cooperating with other brokers. Broker and Seller agree that Broker will pay froll1 Broker's Fee: A. A fee to another broker who represents the Seller.(~UBAGENT). o No ~es If Yes, amount: d m of/from the sale price. B. A fee to another broker who represents a buyer (BUYER'S AGENT). A Buyer's Agent, even if compensated by Broker or Seller, will represent the interests of the buyer. 3 )J o No "-s.. Yes If Yes, amount: /0 of/from the sale price. C. A fee to another broker who does not represent eit e~he Seller or a buyer (TRANSACTION LICENSEE). o No's.. Yes If Yes, amount: ./-0 of/from the sale price. 6. IJAYMENT Olr Bl{OKER'S FEE A. SeIler must pay Broker's Fee if Property, or any ownership interest ill it, is sold or exchanged durillg the lellgUl or term of this Contract by Brokel; Broker's agellts, Seller, or by any other person or broker, at the listed price or any price acceptable to Seller. , . B. Seller will pay Broker's Fee if negotiations that are pending at the Ending Date of this Contract resWt in a sale. C. Seller will pay Broker's Fee after the Ending Date of this Contract IF: . .:,.~.. (1) A sale occurs within qD days of the Ending Date, AND (2) The buyer was shown or negotiated to buy the Property during the term of this conlract. Seller will not owe Broker's Fee if Ule Property is listed ullder all "exclusive right to sell contract" with another broker at the time of the sale. ~ \,l'LLL f~ C!,~~ ~ ,~~ fu [)" 7. BROKER'S FEE IF SALE DOES NOT OCCUR . ' ~ 12.5: ~ at ~~ A. Seller will pay Broker's Fee if a ready, willing, and able buyer is found by Broker or by anyone, including Seller. A willing buyer is one who will pay the listed price or more for the Property, or one who has submitted an offer accepted by Seller. B. If the Property or any part of it is taken by any government for public use (Eminent Domain), Seller will pay Brokcr ' of/frOll1 any money paid by tbe government. C. If a buyer signs an agreement of sale then refuses to buy the Property, or if a buyer is unable to buy it because of failing to do all the things required of the buyer in the agreement of sale, Seller will pay Broker: . (1) ~'/) ~ of/from buyer's deposit monies, OR (2) the Broker's Fee in Paragraph 4, whichever is less. 8. DUAL AGENCY Seller agrees that Broker may also represent the buyer(s) of the Property. Broker is a DUAL AGENT whcn representing both Seller and the buyer in the sale of a property. , Designated Agency: ' . o Not Applicable. . . ".. X Applicable. Broker, as the Dual-Agent, m~y designate licensees to represent the separate interests of SeHer and the buyer. Licensee (identified above) is the Designated Agent. who will act exclusively as the Seller Agent. If Property is introduced to the buyer by, a licensee in the Company.who is n~t representing the buyer, then that licensee is authorized to work on behalf , of Seller~.If Licensee is'liIso the BuyerAgent;~~en: pcensee is a DUAL AGENT. 9. BROKER'S SERVICE TO BUYER ., Broker"DulY' provide services to a buyer for which Broker may accept a fee. Such services may include, but are not limited to, deed! document preparation; ordering certifications required for closing; financial services; title transfer and preparation services; ordering insurance, construction, repair, or inspection services. Broker will disclose to Seller if any fees are to be paid by Buyer. . 10. OTHER PROPERTIES Seller agrees that Broker may list other properties for sale and that Broker may show other properties to prospective buyers. 11. CONFLlCf OF INTEREST A conflict of interest is when Broker or Licensee has a fm~cial or personal interest where Broker or Licensee cannot put SeUer"s interests before any other_ If the Broker, or any of Broker's salespeople. ha~ a conflict of inlere!', R~ will ~ ~ in ~ tin:dy tmD:ieL ,-, ~ . '~i~. Sellcr Initials m Pennsylvanl soclatlon of La REALTORS- REAlt~ tile \'VIce rw ..... EItIIt.eln ,....,... Page 1 of 3 Broker/Licensee Ini tials ~ COPYRIGHT PENNSYLVANIA ASSOCIATION OF REAI..TOllSI) 1996 11/99 . . .... - .... -. 1._. '., dLEMENrr & I.)OSSESSION .~~"Preferred Settlement Date: OJ ~ ,,!!,-' Seller will give possession of the Property to Buyer at settlement or on ;:C, (1) If the Property, or any part of it, is rented, Seller will give any leases to Broker before signing this Contract <,' (2) If any leases are oral, Seller will provide a written summary of the tenus, including amount of rent, ending date, and Tenant's responsibilities. Seller will not enter into or renew any lease during the term of this Contract except as follows: .j~ : (3) 'ff 13. TITLE : p :'. i A. At settlement, Seller will give full rights of ownership (fee simple) to a buyer except as follows: ( 1) Mineral Rights AgreeJnents (2) Other B. Seller has: X Yes 0 No Mortgage with -Po..-~.l't tl.&l \1.,,(1.""- Address Acct. # Equity loan with Address ~ Phone Acct. #. Amount of balance $ Seller authorizes Broker to receive' mortgage payoff and/or equity loan payoff information from the lender. Past Due Taxes Judgments Type Municipal Assessments Other Amount $ C, If Seller, at any time on or since January 1, 1998, has been obligated to pay support under an order that is on record in any Pennsylvania county, list the county and the Domestic Relations Number or Docket Number: 14. ~YLTIPLE LISTING SERVICE CMLS) (Complete if Broker is a member of an MLS) l{'- Broker will use a Multiple Listing Service to advertise the Property to other real estate salespersons, who can tell their clients and customers about it. Seller agrees that the MLS, the Broker, and the Licensee are not responsible for mistakes in the MLS description of the Property. o Broker will not use a Multiple Listing Service to advertise the Property to other real estate salespersons. 15. PUBLICATION OF SALE PRICE A, Seller is aware that newspapers may publish the final sale price after settlement, B, Seller will allow publishing of the sale price after Seller accepts an Agreement of Sale. DYes' "5l No 16. ~GNS & KEYS' Seller allows (where permitted): ~ Yes 0 No Sale Sign o Yes ~ No Ket in Office DYes . 0 No 17. ITEMS INCLUDED IN THE PRICE OF THE PROPERTY A. Included in Ule sale and purchase price are all existing items penuanently installed in tlle Property, free of liens, including plumbing; heating; lighting fixtures (including chandeliers and ceiling fans); water treatment systems; pool and spa equip.ll!ent; garage door openers and transmitters; television antennas; shrubbery, pI an tings , and unpo~ted trees; any temaining heating,and cooking fuels stored-on tlle Property at the time of settlement; wall.to wall Carpeting; winnv: ;~y.ering hardware, shade~, and blinds; built-.in air <:ondition~rs; built-in appliances, and the range/oven, Also included: ~./cf ..( t'~ / DYes )( No XYes o No DYes DYes ~No }(No o Yes ~ No DYes 0 No Phone Amount of balance $ Amount owed $ Amount $ , Amount $ ~ Yes 0 No Sold Sign p Yes 0 No Lock Box i , j ! I ' = I,' i : . i I i , i' ~ l ! ~ r I I 1:.---- r f ".I~ ~ ~ B. 0 See attached Ii et for a (jitional items included in the sale. 18. ITEMS NOT INCLUDED IN THE PRICE OF THE PROPERTY The following ilems are not included in the purchase and price of the Property: A. = B. ItelTIS rented by the SeHer C. 0 See attached sheet for additional items not included in the sale, 9. SELLER WILL REVEAL DEFECTS & ENVIRONMENTAL HAZARDS A. Seller (including SeHers exempt from the Real Estate SeHer's Disclosure Act) wiU disclose all known material defects and/or environmental hazards on a separate disclosure statement. A material defect is a problem or condition that: (I) is a possible danger to tllose living on the Property, or (2) has a significant, adverse effect on the value of the Property, I n, If SeHer fails to tell of known material defects and/or environmental hazards, (1) Seller will not hold Broker or Licensee responsible in any way; (2) Seller will protect Broker and Licensee from any claims, lawsuits, and actions that result; (3) Seller wiU pay all of Broker's and Licensee's costs that result. This includes attorneys' fees and court-orderedpaymenls or settlements (money Broker or Licensee pays to end a lawsuit or claim), IF PROPERTY WAS BUILT BEFORE 1978 The Residential Lead-Based Paint Hazard Reduction Act says that any SeHer of property built before 1978 must give the buyer an EPA pamphlet titled Protect Your Family From Lead ill Your Home. The Seller also mUst tell the buyer and the Broker what the Seller knows about lead-based paint and lead-based paint hazards that are in or on the property being sold. Seller must teH the buyer how the Seller knows that lead-based paint and lead-based paint hazards are on the property, where the lead-based paint and lead-based paint hazards are, the condition of the painted surfaces, and any other infor- mation Seller knows about lead-based paint and lead-based paint hazards on the property. Any Seller of a pre-1978 structure must also give the buyer any records and reports that the Seller has or can.get about lead-based paint or lead-based paint hazards in or around the property being sold, the common areas, or other dwellings in multi-family housing. According to the Act, a Seller must give a buyer 10 days (unless Seller and the buyer agree to a different period of time) from the time an Agreement of Sale is signed to have a "risk assessment" or inspection for possible lead-based paint hazards done on the property. Buyers may choose not to have the risk assessment or inspection for lead paint hazards done. If the buyer chooses not to have the assessment or inspection, lhe buyer ~m the Seller in writing of the choice. The Act does not require the Seller to inspect for lead paint hazards or to correct lea pa nt ~~roperty, The Act does not apply to housing built in 1978 or later, ~r Initials · ~ 7- Page 2 of 3 BrokerlLlcensee IniUnlll f>JY\. I : I I . ":<"$~ '\~t:'{;;"~:WON~Y . . . ::.: ~}:':,:,~,~~::j .t, I ,;. ~~ ~~p~~;;:::;;;~~ ~;oker, or any }1erson Seller and the buyer ~ame in the Agree~~nt of S~e, will ke~p all deposit moni~ pai~ by or f,of'~$i~~y~j~ #~~} '; .~.,...,t. 1~1 an escrow account. If held by Broker, ~s escrow a~count ~dl be held. as requlre~ by real estate hcenslllg la~~..~d~~.~!~.~ ',J",.,:, .>~ .: lions. Seller agrees that the person keeplllg the depOSIt montes may walt to depOSit any uncashed check that,ls,~~y#}as l ;. .' . deposit money until SeHer has accepted an offer. . '. .' ::~4mt,.:t . . B.. If Seller joins Broker or Licensee in a lawsuit for the return of deposit monies, Seller will pay Broker's and Licensee!(att. , . '. . .,o!l';""" "~'~1l1 neys fees and costs.. . . . . ":";Hi~--:!'~(f?' 22. RECOVERY FUND Pennsylvania has a Real Estate Recovery Fund (the Fund) to repay any person who has rece~y~:~~. ; court ruling (~iviJ judgment) against a Pennsylvania real estate licensee because ~f fraud, misrepre~entation, or d~~t~!,~l;~~:\if . estate transactIOn. The Fund repays persons who have not been able to coHect the Judgment after \1'YlIlg all lawful ways:~.!~o,2S,~~ ,For complete details about the Fund, call (717) 783-3658, or (800) 822-21I3 (within Pennsylvania) and (717) 783-4854 (~u~idef~t ". . 23.' ~~~~~:)OF THIS CONTRACT:-"'~':;;\'~;~J'~~'~~ l;'~~ ~ ;'; . A. .'Broker will notify Seller immediately in writing if Broker transfers this Contract to another broker when: "': ,',:.t";::;:,:,~'r ~~~. J.l ,.,.(1) Broker stops doing business, OR.. ;; .:;c) ;.3~,~ir~, · (2) Broker forms a new real estate business, OR . ',;:-:,: .;,:,~".: (3) Broker joins his business with another. ". ';:' ;;-);~:~..: Seller agrees that Broker may transfer this Contract to another broker. Broker will notify SeHer immediately in writingi.when';~; :;;;~:t~ . a transfer occurs or Broker will lose the right to transfer this Contract. Seller will foHow all requirements oflhis.cOntCaC;(\vilh'.~Hf~;~~ . the new broker. I' '. ~. :,.'F~;:i;i;;,;t,~ia\j,itf~~~i;5~:{ .~;:~tr ;' B. Should Seller give or transfer the Property, or an ownership interest in it, to anyone during the term of 1h~~G9nrraci:.'lIlJJ5oWD:: ",,; ~ :!t: ers will follow the requirements of this Contract. ,,:'~:~~.:~~r ~! ,.... :,.J ..'~. 1. ~,. ~.'i ' . 24. NOTICE TO PERSONS OFFERING TO SELL OR RENT HOUSING IN PENNSYLVANIA Federal llIid'statol' WI - .',.;.: , ...'llo' !&- ~~~. . it iIJegal for SeHer, Broker, or anyone to use RACE, COLOR, RELIGION or RELIGIOUS CREED, SEX, DIS.AB~:(P.6..x'L or menta)), FAMILIAL STATUS (children under 18 years of age), AGE (40 or older), NATIONAL ORIGIN;~USE'OR.~~Q INGfI'RAINING OF SUPPORT OR GUIDE ANIMALS, or the FACT OF RELATIONSHIP OR ASSOCIATION'TO';ANiIND . .. . ..' ., . '~~'! "~~t .!i"I"' VIDUAL KNOWN TO HAVE A DISABILITY as reasons for refusing to sell, show, or rent properties, loan money, or s~t'de~~' amounts, or as reasons for any decision relating to the sale of property. ':~:ir~;l:, 25. NO OTHER CONTRACTS Seller will not enter into another listing agreement with another broker that begins' beforeJ.ih!;: . i". t'~.""4,t~~~~ Ending Date of this Contract. . . .'. .': ';;:!r'-mr.fii- . 26. ADDITIONAL OFFERS ONCE SELLER ENTERS INTO AN AGREEMENT OF SALE, BROKER IS NOT REQU~D,:,!9;'~: .,:',. PRESENT OTHER OFFERS. . . . . '..~ .';:,(l>,::f:';~'~.:~ t~d.~~..:;' .j1.' ~ {~I 't,. i: .l~'~. .(~ ,<o(,;'''',~: (~. 27. ENTIRE CONTRACT This Conu:act is the entire agreement between Broker and Seller. Any verbal or written agreemen~~~.~ttf ~~~ ~~! were made before are not a part of thiS Contract.. . . '. . ..... '.. .' ;::'\~: '~~1f; :;:. 28. CHANGES TO THIS CONTRACT All changes to thiS contract must be 111 wntll1g and Signed by Broker and Seller. .... " '~':'~:,:,. 29. SPECIAL"INSTRUCTlONS The Office of Attorney General has not pre-approved any special conditions or additionaltenns ." ';:::{'~ ., added by any parties. Any special conditions or additional terms in the Contract must comply with the Pennsylvania Plain Language .' COnSUI11er Contract Act. . _ ,,1. ADDITIONAL INFOI{MATION (OPTIONAL) 30. TAXES, UTILI'fIES, & ASSOCIATION FEES A. At settlement, Seller will pay one-half of the total Real Estate Transfer Taxes, unless otherwise stated here: B. Real Estate Property Tax Assessment $ Yearly Taxes $ Wage/Income Tax Per Capita Tax $ C. Estimated Utilities (trash, water, sewer, electric, gas, oi~, etc.) :.-- D. Association Fees $ Include: E. Other 31. BUYER FINANCING Seller wiIJ accept the following arrangements for buyer to pay for the Property: o Cash o Buyer will apply for a mortgage. Type(s) of mortgages acceptable to Seller are: DYes 0 No Conventional 0 Yes 0 No FHA DYes 0 No VA 0 Yes 0 No o Seller's help to buyer (if any): Seller has read the Consumer Notice as adopted by the State Real Estate Commission at 49 Pa. Code A35.336, LEGAL QUESTIONS, SELLER IS ADVISED TO CONSULT AN ATrORNEY. DATE U - \b-61 55# IbQ - LfJ - ,3 \sq ~:'/(l:!fJ6t4{ SELLER Name (print) Mailing Address Phone #s DATE SS# BROKER (Compan ACCEPTED BY Mailing Address Phone #s FAX # E-Mail ~ FAX # E-Mail Page 3 of 3 In the Court of Common Pleas of D'- '7"I~~~.".,\ .ltbOr"t !~(~~l 'j of -:"l~'1(~1 ~'. ~ LLd ~ L t..: ,\' U ~ d.. I JJJU C'v= . CUMBERLAND County, Pennsylvania .----. , DO~lESTIC RELATIO~S SECTIO~ 13l'i. HA....OVER ST, P.O. BOX 320, CARLISLE, PA.17013 Fax: (717) 240-6248 phone: (717) 240-6225 NOVEMBER 20, 2001 parties and Counsel Plaintiff Name: PATRICIA A. KOLODZI Defendant Name: JEFFREY s. KOLODZI Docket Number: 00109 s 2001 PACSES Case Number: 058103025 Other State ID Number: Please note: All correspondence must include the PACSES Case l'iumber. . . Case Status Dear parties and Counsel In an effort to keep you informed concerning the progress of the above case the following information is provided: The order dated November 2, 2001, is vacated for the following reasons: 1. This order had child support and spousal support charging on 2 different dates. This affected the Coupons the defendant received. 2. The two separate charging dates make it difficult to explain the delinquent arrears owed if there were any. At this time there are only arrears in the amount of $168.94. This represents the 18 days of the mortgage payment owed from 10/1/01-10/18/01. It is requested that if there is any type of settlement in regard to APL or Alimony that the effect of the charging dates is taken into consideration. If it is at all possible try to make the effective dates of any order the 1st of the month, or the same as the charging date for child support. Enclosed is an audit of the account reflecting arrearages determined in the order. please keep in mind the amount in the order includes the charge for this month. ~jn;;erel y , :; Ij , // ~? I: t, i~~~-;-Y-( :.-~~k..!-.?M./ .~y tF''..L CK'E:::. . .' .'. FornI EN-545 Worker ID 21102 Service Type M . . J'r" 1'. :. p,.~' -.-'. . ~: :\ l'r"". ': r " l'!.I' ~ In the Court of Conmlon Pleas of CUMBERLAND County, Pennsyh'ariia: D01\lESTIC RELATIONS SECTION PATRICIA A. KOLODZI ) Docket N unlb~r 00109 S 2001 Plaintiff ) vs. ) PACSES Case Nunlber 058103025 JEFFREY s. KOLODZI ) l., i i ) .,. . ~) .-. Defendant Other State ID NUlnber \:~ l_ ..., c' Order AND NO\V to wit, tl1is NOVE~rnER 20, 2001 it is hereby Ordered tl1at: the order dated November 2, 2001 is vacated. Effective October 1, 2001, the defendant's child support is reduced to $638.21 per month. The defendant's arrears are increased by $168.94, this represents defendant's prorated share of the mortgage from October I, 2001 through, and including, October 18, 2001. The arrears are determined to be $1118.04, said amount takes into consideration the November 2, 2001 payment. BY THE COIJRT: ~):.~:,~ .j:.- ~~.~.". ,. .;-.;~ t~~j~~.r:,_ ,JUDGE Fornl0E-OOl "Vorker ID 21102 Service Typ~ tJI .. 0 \11 "" ".. f : ~__ I 'o,! :~. . I oq 5 ~()O I rol odrY1It;. )(/JltJdt;Z: : [Fe vA' ~ 9/' I D I · :'l d LtG · 05 j~f!-~-~ Am~::t8~ue Amount Paid 10/1101 - q4q 110 I~an Feb "': .'~ ....., ::: ..~::..~(J)'Wj.~~ 'IG''6',Qi ~'~mD'\WIt. ~ . I~ ~ :~g )"'tl'('t-tJ..<ll\Q., ~ i~' ~\,f,.tj'lsep , ~ ~ 3 . - \ d, . .' I ~~c9t ~ ~:'.-.~,..r\.' .:,.(\.. ~"'~ ':~'~:>'^' 'IVYI.~.:. ....:.:tt~ .:.Y~~Qv .'{.'. ~.U'-VI J'. ....-. Vr(ov . _ _ Dee J..1b. q5 f31 X It J Balance tv'ar Apr May Jun -er T ota' /1 I ~O/ /JI , / Dale Notlr,' Pubhc. Tribunal/Age. OfficII' and Title Sworn to and Signed belore me thiS Date. County. State' Genet.I 1 esumony -' In the Court 01 ;...ommon Pleas of CUl\tIBERLAND DOMESTIC RELATIONS SECTION RECEIVED iUG 1 · County, Pennsylvania 6 2001 PATRICIA A. KOLODZI ) Order Nunlber 109 S 2001 Plaintiff ) vs. ) P ACSES Case Nunlber 058103025 JEFFREY S. KOLODZI ) Docket Number 00109 S 2001 Defendant ) Other State ID Nunlber D;: -, ,. L~ . J .:)u I J ORDER OF COURT (i) Final 0 Interim 0 Modified AND NOW, 14TH DAY OF AUGUST, 2001 , based upon the Court's determination that the Payee's monthly net income is $ 1153 .84 and the Payor's monthly net income is $ 3 I 114 . 85 , it is hereby ordered that the Payor pay to the Pennsylvania State Collection and Disbursement Unit Dollars ($ 1, 240 . 05 ONE THOUSAND TWO HUNDRED FORTY DOLLARS AND 05/100--- ) a month payable BIWEEKLY as follows: first payment due SEPTEMBER 15, 2001. The effective date of the order is 09 / 01/01 . Arrears set at $ 30.00 as of AUGUST 14, 2001 are due in full IMMEDIATELY. All terms of this Order are subject to collection and/or enforcement by contempt proceedings, credit bureau reporting, tax refund offset certification, and the freeze and seize of financial assets. These enforcement/collection mechanisms wi]] not be initiated as long as obligor does not owe overdue support. Failure to make each payment on time and in full will cause aU arrears to become subject to immediate collection by all the means listed above. For the Support of: N anle PATRICIA A. KOLODZI MEGAN M. KOLODZI Birth Date 04/16/66 01/16/94 Service Type lJI FornIOE-518 Worker ID 21102 -.......- - KOLODZI /:--0 v. KOLODZI PACSES Case Number: 058103025 $1,240.05 The defendant owes a total of $ 1,240.05 BIWEEKLY per month payable for current support and $ 0 . 00 for arrears. The defendant must also pay fees/costs as indicated below. This order is allocated and monies are to be applied as follows: Frequency Codes: Paynlent Anlountl Frequency $310.89 1M $929.16 1M $ 0 . 00 / $ 0 .00 / $ 0 . 00 / $ 0 . 00 / $ 0 . 00 I $ 0 . 00 / $ 0 .00 / $ 0 . 00 / $ 0 . 00 / $ 0 . 00 / $ 0 . 00 I $ 0 . 00 / $ 0 .00 / $ 0 .00 / $ 0 .00 / $ 0 .00 / $ 0 . 00 / $ 0 . 00 I 1 =One Time B =BiWeekly 2 =Bi-Monthly 5 =Semi-Annually S =Semi-Monthly A = Annually 1\-1 = lvIonth Iy W = \VeekIy Q = Quanerly Deht T~pe OescriptioQ Benefici3~ SPOUSAL SUPPORT PATRICIA A. KOLODZI CHILD SPT ALLOC MEGAN M. KOLODZI Said money to be turned over by the Pa SCDU to: PATRICIA A. KOLODZI · Payments must be made by check or money order. All checks and money orders must be made payable to Pa SCDU and mailed to: Pa SCDU P.O. Box 69110 Harrisburg, Pa 17106-9110 Paymen~s must include the defendant's PACSES Member Number or Social Security Number in order to be processed. Do not send cash by mail. Service Type M Page 2 of 4 FornlOE-518 \Vorker ID 21102 ('.-".\ '......P KOLODZI v. KOLODZI Unreimbursed medical expenses that exceed $250.00 annually per child and/or spouse are to be paid as follows: 70 % by defendant and 30 % by plaintiff. The plaintiff is responsible to pay the first $250.00 annually (per child and/or SPOuse) in unreimbursed medical expenses. (i) DefendantO Plaintiff 0 Neither party to Provide medical insurance coverage. Within thirty (30) days after the entry of this order, the OPlaintiff (i) Defendant shaH submit to the person having Custody of the child(ren) written Proof that medical insurance Coverage has been obtained or that application for coverage has been made. Proof of Coverage shall consist, at a minimum, of: 1) the name of the health care coverage provider(s); 2) any applicable identification numbers; 3) any cards evidencing Coverage; 4) the address to which claims should be made; 5) a description of any restrictions on usage, such as prior approval for hospital admissions, and the manner of obtaining approval; 6) a copy of the benefit bOoklet or Coverage Contract; 7) a description of all deductibles and Co-payments; and 8) five copies of any claim forms. PACSES Case Number: 058103025 · Other Conditions: ORDER OF SUPPORT TAKES INTO CONSIDERATION THAT THERE IS A DAYCARE EXPENSE IN THE AMOUNT OF $118.00 PER MONTH. PLAINTIFF IN THIS MATTER IS ENTITLED TO A MORTGAGE DEVIATION IN THE AMOUNT OF $290 · 95 PER MONTH. SAID AMOUNT IS ALLOCATED TO THE CHILD SUPPORT OBLIGATION IN THE AMOUNT OF $638.21, RESULTING IN A MONTHLY OBLIGATION OF $929.16. PARTIES AGREE THAT ONCE THE PLAINTIFF HAs REFINANCED THE MARITAL PROPERTY AND PURCHASED THE DEFENDANT's INTEREST IN THE MARITAL PROPERTY THE MORTGAGE DEVIATION SHALL BE ADJUSTED TO ZERO. EFFECTIVE SEPTEMBER 1, 2001 THE DEFENDANT IS NO LONGER RESPONSIBLE FOR THE MORTGAGE PAYMENT. DEFENDANT WILL BE ENTITLED TO A CREDIT IF MORTGAGE IS GARNISHED FROM HIS PAYCHECK. Defendant shall pay the following fees: Eee Total $5.00 $ 25. 00 $ 0.00 So.oo $ o. 00 Eee DescriptiQll.. furJUDICIAL COMPUTER FEE for COURT COSTS for .faynlent FreQuen~ Payable at So. 00 Payable at $ o. 00 Payable at So. 00 Payable at $ o. 00 Payable at So. 00 perONE TIME perONE TIME for per for per per Service Type M Page 3 of 4 FornIOE-518 \Vorker ID 21102 i" ....... KOLODZI v. KOLODZI PACSES Case Number: 058103025 IMPORTANT LEGAL NOTICE PARTIES MUST WITHIN SEVEN DAYS INFORM THE DOMESTIC RELATIONS SECTION AND THE OTHER PARTIES, IN WRITING, OF ANY MATERIAL CHANGE IN CIRCUMSTANCES RELEVANT TO THE LEVEL OF SUPPORT OR THE ADMINISTRATION OF THE SUPPORT ORDER, INCLUDING, BUT NOT LIMITED TO, LOSS OR CHANGE OF INCOME OR EMPLOYMENT AND CHANGE OF PERSONAL ADDRESS OR CHANGE OF ADDRESS OF ANY CHILD RECEIVING SUPPORT. A PARTY WHO WILLFULLY FAILS TO REPORT A MATERIAL CHANGE IN CIRCUMSTANCES MAY BE ADJUDGED IN CONTE~fPT OF COURT, AND MAY BE FINED OR IMPRISONED. PENNSYLVANIA LAW PROVIDES THAT ALL SUPPORT ORDERS SHALL BE REVIEWED AT LEAST ONCE EVERY THREE (3) YEARS IF SUCH REVIEW IS REQUESTED BY ONE OF THE PARTIES. IF YOU WISH TO REQUEST A REVIEW AND ADJUSTMENT OF YOUR ORDER, YOU MUST DO THE FOLLOWING: CALL YOUR ATTORNEY. AN UNREPRESENTED PERSON WHO WANTS TO MODIFY (ADJUST) A SUPPORT ORDER SHOULD CONTACT THE DOMESTIC RELATIONS SECTION. A MANDATORY INCOME ATTACHMENT WILL ISSUE UNLESS THE DEFENDANT IS NOT IN ARREARS IN PAYMENT IN AN AMOUNT EQUAL TO OR GREATER THAN ONE MONTH'S SUPPORT OBLIGATION AND (1) THE COURT FINDS THAT THERE IS GOOD CAUSE NOT TO REQUIRE IMMEDIATE INCOME WITHHOLDING; OR (2) A WRITTEN AGREEMENT IS REACHED BETWEEN THE PARTIES WHICH PROVIDES FOR AN ALTERNATE ARRANGEMENT. UNPAID ARREARAGE BALANCES MAY BE REPORTED TO CREDIT AGENCIES. ON AND AFTER THE DATE IT IS DUE, EACH UNPAID SUPPORT PAYMENT SHALL CONSTITUTE, BY OPERATION OF LAW, A JUDGMENT AGAINST YOU: AS WELL AS A LIEN AGAINST REAL PROPERTY . .. IT IS FURTHER ORDERED that, upon payor's failure to comply with tllis order, payor may be arrested and brought before the Court for a Contempt hearing; payor's wages. salary. commissions, and/or income may be attached in accordance with law; this Order will be .. increased without further hearing .by 0 % a month until all arrearages are paid in full. Payor is responsible for court costs and fees. Copies delivered to parties AUGUST .15, 2001 Date Consented: Plaintiff Plaintiff's Attorney Defendant Defendant's Attorney BY THE COURT: ~. ,p' c/ prp.~ Judge Page 4 of 4 Form OE-5I8 Worker ID 21102 Service Type ~1 JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 PETITION FOR A RULE TO SHOW CAUSE WHY DEFENDANT SHOULD NOT BE PRECLUDED FROM OFFERING ANY TESTIMONY OR INTRODUCING ANY EVIDENCE IN SUPPORT OF OR IN OPPOSITION TO CLAIMS FOR MATTERS IN THAT DEFENDANT HAS FAILED TO FILE AN INVENTORY AS REOUIRED BY PA. R.C.P. 1920.33 (A). A PRE-TRIAL STATEMENT AS REOUIRED BY PA. R.C.P. 1920.33 (B) AND AS DIRECTED BY THE MASTER IN DIVORCE TO FILE A PRE-TRIAL STATEMENT ON OR BEFORE APRIL 15. 2002 COMES NOW, Jefry Kolodzi, Plaintiff-Petitioner by and through his attorney, Ruby D. Weeks, Esquire, who respectfully requests this Honorable Court as follows: 1. Plaintiff is Jeffrey S. Kolodzi, who resides 25 South Pitt Street, Apartment #4, Carlisle, Cumberland County, Pennsylvania, 17013. 2. Defendant is Patricia A. Kolodzi, who resides at 571 F Street, Carlisle, Cumberland County, Pennsylvania, 17013. 3. Plaintiff filed for divorce on April 16, 2001, service was accomplished on May 21, 2001, appointment of the Master was requested on January 16, 2002. 4. By letter dated January 23, 2002 the Master advised the parties to file Pretrial Memorandum on or before April 15, 2002 (See attached letter, incorporated herein and made a part hereof as Exhibit A) 5. Plaintiff filed his Inventory and Appraisement, Income and Expense Statement, and Pretrial Memorandum on April 8, 2002. 6. As of this date, Defendant has never filed an Inventory & Appraisement, Income & Expense, or a pretrial memorandum. 7. Defendant has at her residence items of Plaintiffs personal property which she refuses to return to him. These items are listed on Exhibit "B" (see attached list, incorporated herein and made a part hereof as Exhibit "B") 8. Plaintiff requests this .Honorable Court issue an Order for a Rule to Show Cause Why (1) Defendant Should not be precluded from offering any testimony or introducing any evidence in support of or in opposition to claims for matters in that Defendant has failed to file an inventory as required by Pa. R.C.P. 1920.33 (a), a Pre-trial statement as required by Pa. R.C.P. 1920.33 (b) and as directed by the Master in Divorce to file a Pre- trial Statement on or before April 15, 2002, as provided for in Pa. R.C.P. 4019 (c). (Copies of these Rules are attached hereto and made a part hereof, as Exhibits C and D respectively.) and (2) should be compelled to return Plaintiff's personal property to him. 9. Defendant has been notified of this petition on Defendant and anticipated Defendant is not in agreement. WHEREFORE, Plaintiffrequests an order (1) Precluding Defendant from offering any testimony or introducing any evidence in support of or in opposition to claims for matters in the Defendant has failed to file an inventory as required by Pa. R.C.P. 1920.33 (a), a Pre-trial statement as required by Pa. R.C.P. 192~.33 (b) and as directed by the Master in Divorce to file a Pre-trial Statement on or before April 15, 2002 and (2) should be compelled to return Plaintiff's personal property to him. Date: July 9, 2002 Respectfully submitted, ~~~ Ruby D. Weeks, Esquire Attorney for Plaintiff - Husband cc: Ruby D. Weeks, Esquire - for Plaintiff Rob O'Brien, Esquire - for Defendant ~ltr;EjVED A .,HnR 2 8 2D ., D2 OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Street Carlisle. PA 17013 (717) 240-6535 E. Robert Elicker, II Divorce Master Traci do Colyer Office Manager/Reporter West Shore 697-0371 Ext. 6535 March 25, 2002 Ruby D. Weeks Attorney at Law 1 0 West High Street Carlisle, PA 17013-2995 Patricia A. Kolodzi 571 F Street Carlisle, PA 17013 RE: Jeffrey S. Kolodzi vs. Patricia A. Kolodzi No. 01 - 2213 Civil In Divorce Dear Ms. Weeks and Ms. Kolodzi: I have received a certification document from attorney Weeks indicating that discovery is complete. I have no response from the Defendant and I am, therefore, going to proceed on the basis that there are no outstanding discovery issues. Mr. O'Brien's name appears on the motion for appointment of Master as attorney for 'wife; however, I have no documents or entry of appearance in the file indicating Mr. O'Brien's involvement. The complaint in divorce was filed on April 16, 2001, raising grounds for divorce of irretrievable breakdown of the marriage and indignities. I am going to proceed on the basis that grounds for divorce are not an issue and that the parties will either sign affidavits of consent or have been separated for a period in excess of two years so that the divorce can proceed under the no-fault provisions of the divorce code. However, if my assumption is not correct, please advise and I will schedule a hearing on the alternative grounds of indignities. ~3 .. . Ms. Weeks and Ms. Kolodzi 25 March 2002 Page 2 The complaint raised the economic claim of equitable distribution. No claims have been raised by either party for alimony or counsel fees and expenses. In accordance with P.R.C.P. 1920.33(b) I am directing attorney Weeks and Ms. Kolodzi or Mr. O'Brien, if he is representing wife, to each file a pretrial statement on or before Monday, April 15, 2002. Upon receipt of the pretrial statements, I will immediately schedule a pre- hearing conference with counsel, and Ms. Kolodzi, if she is unrepresented, to discuss the issues, and if necessary, schedule a hearing. Very truly yours, [;~~Jv -J E. Robert Elicker, II Divorce Master NOTE: Sanctions for failure to file the pretrial statements are set forth in subdivision (c) and (d) of Rule 1920.33. THE ORIGINAL PRETRIAL STATEMENT SHOULD BE FILED IN THE MASTER'S OFFICE AND A COpy SENT DIRECTLY TO OPPOSING COUNSEL. FAILURE TO FILE PRETRIAL STATEMENTS AS DIRECTED BY THE MASTER MAY RESULT IN THE MASTER'S APPOINTMENT BEING VACATED. cc: Robert L. O'Brien, Esquire HUSBAND'S PERSONAL PROPERTY WIFE REFUSES TO RETURN 1. Gym equipment 2. Slate to pool table 3. Husband's collection of: a) state police items b) matchbox cars m~ ----- 11~"1i(Y} , ~~ -~ - -/ ~.. .~'.,. ~~JddS~ ~d:~-. DIVORCE OR ANNULMENT Rule 1920.33 Rule 1920.33. Joinder of Related Claims. Distribution of Property. Enforcement (a) Within ninety days after service of a pleading or petition containing a claim for determination and distribution of property under' Section 3502 of the Divorce Code, each party shall file an inventory specifi- cally describing all property owned or possessed at the time the action was commenced. The inventory shall set forth as of the date of the filing of the complaint (1) a specific description of all marital property in which either or both have a legal or equitable interest individually or with any other person and the name of such other person; and (2) a specific description of all property in which a spouse has a legal or equitable interest which is claimed to be excluded from marital property and the basis for such exclusion. Note: Subdivision (c) of this rule provides sanctions for failure to file an inventory' as required by this subdivision. An inventory filed within the ninety-day period may be incomplete where the party filing it does not know of all of the property involved in the claim for equitable distribution. Consequently, the rule does not contemplate that a party be precluded from presenting testimony or offering evidence as to property omitted from the inventory. The omission may be supplied by the pre-trial statement required by subdivision (b). (b) Within the time required by order of court or written directive of the master or, if none, at least sL"<ty days before the scheduled hearing on the claim for the determination and distribution of property, each party shall file and serve upon the other party a pre-trial Explanatory Comment-1995 statement. The pre-trial statement shall include the New subdivision (a)(3) is added because, unlike a separate following matters, together with any additional informa- action for support, a count in a divorce which requests support tion required by special order of the court: 211 ns into . under )ros for 'gard to uant to uld the 3301( c) divorce )1(a) or provided by the rules governing actions for support and divorce, and in the Divorce Code.1 Note: See, inter alia, Section 3323(b) of the Divorce Code relating to enforcement of the rights of any party under a decree, Section 3505(a) relating to injunction against disposi- tion of property pending suit, and Section 3703 relating to collection of arrearages. (2) When so ordered by the court, all payments of child or spousal support, alimony or alimony pendente lite shall be made to the domestic relations section of the court which issued the order. (c) The failure to claim spou!\al support, alimony, alimony pendente lite or counsel fees and expenses prior to the entry of a final decree of divorce or annulment shall be deemed a waiver thereof unless the court expressly provides otherwise in its decree. The failure to claim child support shall not bar a separate and subsequent action therefor. (d) Upon entry of a decree in divorce, any existing order for spousal support shall be deemed an order for alimony pendente lite if any economic claims remain pending. Adopted June 27, 1980, effective July 1, 1980. Amended Jan. 28, 1983, effective July 1, 1983; May 17, 1991, effective July 1, 1991; March 30, 1994, effective July 1, 1994; Dec. 2, 1994, March 1, 1995; April 21, 1995, effective July 1, 1995; Aug. 17, 1995, imd. effective; May 31, 2000, effective July 1, 2000. 1 23 Pa.C.S.A.1 3101 et seq. . First, be filed 'omotes bility of n action .cifically tion for or for ~elations . Child ny es of the hild or lite or 11 file a return, npleted ld form Explanatory Comment-1983 Subdivision (a) as originally promulgated required each party to file a completed income and expense statement within thirty days after service of the pleading or petition containing a related claim for relief. That requirement remains unchanged. However, the rule is conformed to Support Rule 1910.11(c) by also requiring each party to file within the same thirty day period a copy of his or her most recent income tax return and the pay stubs f9r the preceding six months. New subdivision (a)(2) incorporates by reference Discovery Rule 4019 governing sanctions. When there is a failure to file the; documents required by subdivision (a) (1) , the broad ~pectrum of sanctions which is llvailable under Rule 4019(c) will permit the court to impose the sanction appropriate to the facts of the case. 'equired nake an nctions. ~ndente an as a ~ to the Ie order appears ,leading, .lwarded and the Explanatory Comment-Dec. 2, 1994 In its opinion in Mc1).eown v. McKeown, 612 A.2d 1060 (Pa.Super.1992), the court indicates that spousal support cannot be converted automatically to alimony pendente lite. However, in many cases there is a need for alimony pendente lite after the decree is entered, just as there is for spousal support before. Because of the recent change in Rule 1910.16-1, which states that the amount of alimony pendente lite is determined according to the guidelines, there is little difference between the two. Although the entitlement defense continues to be available, if the dependent spouse is already receiving spousal support, the amended rule permits automatic conversation to alimony pendente lite upon entry of the decree. . issue of ains that j section. Jort, ali- )rced as is often filed in the interest of preserving every possible claim rather than because either party wishes to have that claim heard. Where a support claim is not pursued for months, or even years, allowing retroactivity to the date' of filing in accordap.ce with Rule 1910.17 can create massive and unjust arrearages. This amendment permits retroactivity only for the period of time during which the support claim has been actively pursued. Thus, if a demand for support hearing appears on the front of a divorce pleading, support is available retroactive to the date of filing. However, where the demand does not appear on the front of the divorce pleading, retroactivity will be allowed only from the date upon which the hearing is eventually demanded. Rule 1920.32. ,Joinder of Related Claims. Custody. Hearing by Court (a) Claims for custody of children shall be heard by the court. The practice and procedure with respect to these claims shall follow the practice and procedure governing custody. (b) The failure to claim custody of minor children prior to the entry of a final decree shall not bar subsequent claims for custody. Adopted June 27, 1980, effective Jul~ 1, 1980. .~~..: . .J" · ,_. m~ --- frV::l:1r,T(r) J~ ~A '- .. 'J ~:2\ "GJ ~~'1.~ DIVORCE OR ANNULMENT Rule 1920.33 Rule 1920.33. Joinder of Related Claims. Distribution of Property. Enforcement (a) Within ninety days after service of a pleading or petition containing a claim for determination and distribution of property under' Section 3502 of the Divorce Code, each party shall file an inventory specifi- cally describing all property owned or possessed at the time the action was commenced. The inventory shall set forth as of the date of the filing of the complaint (1) a specific description of all marital property in which either or both have a legal or equitable interest individually or with any other person and the name of such other person; and . (2) a specific description of all property in which a spouse has a legal or equitable interest which is claimed to be excluded from marital property and the basis for such exclusion. Note.' Subdivision (c) of this rule provides sanctions for failure to file an inventory' as required by this subdivision. An inventory. filed within the ninety-day period may be incomplete where the party filing it does not know of all of the property involved in the claim for equitable distribution. Consequently, the rule does not contemplate that a party be precluded from presenting testimony or offering evidence as to property omitted from the inventory. The omission may be supplied by the pre-trial statement required by subdivision (b). (b) Within the time required by order of court or written directive of the master or, if none, at least sixty days before the scheduled hearing on the claim for the determination and distribution of property, each party shall file and serve upon the other party a pre-trial Explanatory Comment-1995 statement. The pre-trial statement shall include the New subdivision (a)(3) is added because. unlike a separate following matters, together with any additional inform a- action for support, a count in a divorce which requests support tion required by special order of the court: 211 into lnde r )s for lrd to lnt to d the 01(c) vorce (a) or provided by the rules governing actions for support and divorce, and in the Divorce Code.1 Note.' See, inter alia, Section 3323(b) of the Divorce Code relating to enforcement of the rights of any party under a decree, Section 3505(a) relating to injunction against disposi- tion of. property pending suit, and Section 3703 relating to collection of arrearages. (2) When so ordered by the court, all payments of child or spousal support, alimony or alimony pendente lite shall be made to the domestic relations section of the court which issued the order. (c) The failure to claim spou~al support, alimony, alimony pendente lite or counsel fees and expenses prior to the entry of a final decree of divorce or annulment shall be deemed a waiver thereof unless the' court expressly provides otherwise in its decree. The failure to claim child support shall not bar a separate and subsequent action therefor. (d) Upon entry of a decree in divorce, any existing order for spousal support shall be deemed an order for alimony pendente lite if any economic claims remain pending. . Adopted June 27, 1980, effective July 1, 1980. Amended Jan. 28, 1983, effective July 1, 1983; May 17, 1991, effective July 1, 1991; March 30, 1994, effective July 1, 1994; Dec. 2, 1994, March 1, 1995; April 21, 1995, effective July 1, 1995; Aug. 17, 1995, imd. effective; May 31, 2000, effective July I, 2000. 1 23 Pa.C.S.A. ~ 3101 et seq. First, ; filed motes Jity of action ifically on for Jr for :lations Child lY ~s Explanatory Comment-1983 Subdivision (a) as originally promulgated required each party to file a completed income and expense statement within thirty days after service of the pleading or petition containing a related claim for relief. That requirement.remains unchanged. However, the rule is conformed to Support Rule 1910.11(c) by also requiring each party to file within the same thirty day period a copy of his or her most recent income tax return and the pay stubs f,?r the preceding six months. New subdivision (a)(2) incorporates by reference Discovery Rule 4019 governing sanctions. When there is a failure to file the. documents required by subdivision (a)(1), the broad spectrum of sanctions which is' available under Rule 4019(c) will permit the court to impose the sanction appropriate to the facts of the case. .. of the hild or lite or 11 file a return, npleted Id form 'equired nake an .nctions. ~ndente an as a ~ to the le order appears lleading, awarded . and the Explanatory Comment-Dec. 2, 1994 In its opinion in Mc~eown v. McKeown, 612 A.2d 1060 (Pa.Super .1992), the court indicates that spousal support cannot be converted automatically to alimony pendente lite. However, in many cases there is a need for alimony pendente lite after the decree is entered, just as there is for spousal support before. Because of the recent change in Rule 1910.16-1, which states that the amount of alimony pendente lite is determined according to the guidelines, there is little difference between the two. Although the entitlement defense continues to be available, if the dependent spouse is already receiving spousal support, the amended rule permits automatic conversation to alimony pendente lite upon entry of the decree. ~ issue of tains that ,s section. port, ali- orced as is often filed in the interest of preserving every possible claim rather than because either party wishes to have that claim heard. \Vhere a support claim is not pursued for months, or even years, allowing retroactivity to the date' of filing in accordance with Rule 1910.17 can create massive and unjust arrearages. This amendment permits retroactivity only for the period of time during which the support claim has been actively pursued. Thus, if a demand for support hearing appears on the front of a divorce pleading, support is available retroactive to the date of filing. However, where the demand does not appear on the front of the divorce pleading, retroactivity will be allowed only from the date upon which the hearing is eventually demanded. Rule 1920.32. :Joinder of Related Claims. Custody. Hearing by Court (a) Claims for custody of children shall be heard by the court. The practice and procedure \vith respect to these claims shall follow the practice and procedure governing custody. (b) The failure to claim custody of minor children prior to the entry of a final decree shall not bar subsequent claims for custody. Adopted June 27, 1980, effective Jul~ 1, 1980. I \, \'.. Rule 1920.33 RULES OF CIVIL PROCEDURE (1) a list of assets, which may be in chart form, specifying (i) the marital assets, their value, the date of the valuation, whether any portion of the value is non- marital, and any liens or encumbrances thereon, and (ii) the non-marital assets, their value, the date of the valuation, and any liens or encumbrances thereon; (2) the name and address of each expert whom the party intends to call at trial as a witness. A report of each expert witness listed shall be attached to the pre- trial statement. The report shall describe the wit- ness's qualifications and experience and state the substance of the facts and opinions to which the expert is expected to testify and a summary of the grounds for each opinion; (3) the name, address and a short summary of the testimony of each person, other than the party, whom the' party intends to call at trial as a witn~ss; ( 4) a list 'of all of the exhibits which the partY expects to offer in evidence, each containing an identifying mark. Any exhibits that do not exceed three pages shall be attached to the pre-trial state- ment, and any exhibits which exceed three pages shall be described; .. (5) the party's gross income from all sources, each p'ayroll deduction, and the party's net income, includ- ing 'the party's most recent state and federal income tax returns and pay stubs; . (6) if the party intends to offer any testimony as to his or her expenses, a cu'rrent expense statement in the form required by the practice and procedure governing an action in support; (7) the value of a pension or retirement benefits, the marital portion thereof, and the facts and docu- ,mentation upon which the party relies to support the yaluation; (8) if there is a claim for counsel fees, the amount of fees to be charged, the basis for the charge, and a detailed itemization of the selVices rendered; (9) where there is a dispute, the description and value of any items of tangible personal property, the method of evaluating each item, and the evidence, including documentation, to l?e offered in support of the valuation; (10) a list of marital debts including the amount of each debt as of the date of separation, the date on which the debt was initially incurred, the initial amount of the debt and its purpose, the amounts and dates of payments made since the date of separation, and the evidence that will be offered in support 1 the claim; (11) a proposed resolution of the economic issues. Rule 1920.41. No Default Judgment (c) If a party fails to file either an inventory as No judgment may be entered by default or on the luired by subdivision (a) or a pre-trial statement as pleadings. luired by subdivision (b), the court may make an Adopted June 27, 1980, effective July 1, 1980. 212 appropriate order under Rule 4019( c) governing sanc- tions. . (d)(I) A party who fails to comply with a require- ment of subdivision (b) of this rule shall, except upon good cause shown, be barred from offering any testiri1o~ ny or introducing any evidence in support of or in opposition to claims for the matters not covered ther~in. (2) A party shall, except upon good cause shown, be barred from offering any testimony or introducirig any evidence that is' inconsistent with or which goes beyond the fair scope of the information set forth in the pre-tr,ial state~ent. . . (e) An order distributing. p~operty under Section 3502 of the Divorce C<;>de may be enforced a~ provided by the rules governing action~ for support and divorce,. and in the Divorce Code. Note: See, inter alia, Section 3373(b) of the Divorce Code relating to enforcement of the rights of any party under a decree, Section 3505(a) relating to injunction against disposi- tion' of property pending suit, and Section 3502( e) providing remedies for failure to comply with an order of equitable distribution or the terms of an agreement between the parties. Adopted June 27, 1980, effective July 1, 1980. Amended Jan. 28, 1983, effective July 1, 1983. Rescinded May 17, 1991, effective July 1, 1991. Adopted May 17, 1991, effective July 1, 1991. 1 So in original. Explanatory Comment-1994 23 Pa.C.S. fi 3105(a) states that an agreement is enforceable by any means available pursuant to the Divorce Code for enforcement of an order, as though the agreement were an order of court, except as otheIWise provided in the agreement. Thus, although Rule 1920.33 refers only to enforcement of orders, it also applies to enforcement of agreements. Rule 1920.34. Joinder of Parties At any stage of an action, the court may order the joinder of any additional person who could have joined or been joined in the action and may stay the proceed- "ings in whole or in part until such person has been joined. The action may proceed although such person has not been made a party if jurisdiction over that person cannot be obtained and that person is not an indispensable party to the action. Note: The joinder of persons other than husband and wife may be essential in claims for child custody where neither has custody or custody is claimed by others, or where persons other than the parties have an interest in property which is the subject matter of a distribution. The inteIVention in an action by a person not a party is governed by Rule 2326 et seq. Adopted June 27, 1980, effective July 1, 1980. Amended March 30, 1994, effective July 1, 1994. Rules 1920.~5 to 1920.40. Reserved Rule 1920.' ~ 3301(( Code. N Divorce ~ 3301( (a) If a cor on the groun( (1) both ! ~ 3301(c) of prescribed by (2) either ~ 3301(d) of prescribed b: the other pat the prothon( Rule 1920.7: which shall I decree. No (b) The c vorce Code (1) nine~ of the comp (2) withil fil ed. (c) An a wi th leave ( (d)(1) E entered by of the Div request en form presl delivered t whom the attorney 0 prior to th, the recorc manner of attached. (2) If ~. entered h; by subdivi counter-a1 Rule 1920 !\Tote: 1 aaainst wh d~nied the previously (e) No decree s1-. decree (1) wl the protl-. form set COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND Personally appeared before me, A Notary Public in and for the Commonwealth and County aforesaid, the under-signed, being duly sworn according to law, deposes and says that the facts set forth in the foregoing petition are true and correct. Sworn to and sUb~ibed to before me this day~ of ---frJ. ~i' ' 20~. CA~ II. fll~ Notary Public ~IIM CMQA. MOBlNI.. -., "'" c.IsIe Icro, ~ Ceuftf "~'l1I.laIan &pins June 28. 2001 JEFFREY S. KOLODZI, plaintiff :IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA v. :CIVIL ACTION - LAW :IN DIVORCE ~#OI-~at3 CIVIL TERM PATRICIA A. KOLODZI, Defendant INVENTORY AND APPRAISEMENT OF JEFFREY S. KOLODZI JEFFREY S. KOLODZI files the following Inventory and Appraisement of all property owned or possessed by either party at the time this action was commenced and all property transferred within the preceding three years. JEFFREY S. KOLODZI verifies that the statements made in this Inventory and Appraisement are true and correct. JEFFREY S. KOLODZI understands that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904 relating to unsworn falsification to authorities. Date: \ \ \ lJ \ 01. , I ITEM VALUE AT VALUE AT IN WIFE'S IN HUSBAND'S DATE OF PRESENT POSSESSION POSSESSION SEPARATION Marital Property 571 !IF!I STREET, CARLISLE 12800.00 12800.00 12800.00 $104,800 - 92,000 = $12800.00 CHEV. CORVETTE 4,000.00 4000.00 4000.00 FORD TRUCK F150 10,000.00 10000.00 10000.00 CHEVY CORSICA 2000.00 2000.00 2000.00 KAWASAKI MORTORCYCLE 2000.00 2000.00 2000.00 PSECU CD 1/1/01 5/31/01 wife cashed in 8167.44 4015.98 and took 4315.02 PSECU Checking 1/1/01 5/31/01 1380.80 1464.08 wife Waypoint 0100111780 3/23/01 2556.40 2556.40 PSECU SAVINGS 1/31/01 5/31/01 4790.27 1337.24 HIS RETIREMENT AS OF 12/31/01 25862.76 12931.38 12931.38 25862.76 deferred compo 18458 18458.00 18458 GUNS 1000.00 1000.00 1000.00 Personal Property 4168.00 4168.00 3178.00 990.00 Antique Table 400.00 400.00 400.00 TOTAL Marital Property 95,027.27 90,062.46 46,180.80 41 ,379.38 Non-marital Prooertv. Wife'S TOTAL Wife'S Seoarate Property SUMMARY OF PRESENT VALUES from Husband's/Wife's Inventorv & ADDraisal JEFF KOLODZI January 14, 2002 ITEM VALUE AT VALUE AT IN WIFE'S IN HUSBAND'S DATE. OF PRESENT POSSESSION POSSESSION SEPARATION Non-Marital prooertv Husbandls Ford Escort Guns 1135.00 1135.00 710.00 425.00 TOTAL Husband1s Separate Property 1135.00 1135.00 710.00 425.00 GRAND TOTAL Marital & Non-Marital 94,162.27 91, 197.46 46,890.80 41,804.38 Property prooertv Transferred TOTAL 264,236.68 Liabilities RESPONSIBLE PARTY WIFE HUSBAND MORTGAGE 92,000.00 TOTAL Liabilities 0.00 JEFF KOLODZI January 14, 2002 ASSETS OF PARTIES bar and itemizes the assets on the following pages. If an item has been appraised, a copy ( ) plaintiff ) Defendant marks on the list below those items applicable to the case at of the appraisal report is attached. 16. Employment termination severance pay, workman's compensation 17. Profit Sharing Plans securities, and options x( 18. Pension Plans (indicate employee contribution and date plan vests) x 5. Checking Account, Cash (19. Retirement plans, Individual Retirement Certificates (x 6. Savings Accounts, Market, and Savings Certificates Accounts (20. Disability payments ( ) 7. Contents of Safe Deposit Box 21. Litigation claims (matured and unmatured) 8. Trusts 22. Military/V. A. benefits 9. Life Insurance policies (indicate face value, cash surrender value and current beneficiaries) (23. Education benefits x( 24. Debts due, including loans, mortgages held ( ) 10. Annuities x( 25. Household furnishings and personality (include as a total category and attach itemized list if assets are in dispute) () 11. Gi fts (26. Other () 12. Inheritances () 13. Patents, Copyrights, Inventions, Royalties distribut- ion of such () 14. Personal Property Outside the home () 15. 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Z 0 tot ~. ~H ~.t-3 ...-.tIj ~.3: rtz ~ 0 Z. 0 tot ~. ~H ~. t-3 ...-.tI:1 ~.3: rtz ~ 0 Z. 0 rt- ~ ~. >< m- ~ ~ PJ to () ...-. rt PJ ~. ~. o ~ ~ rt ~. ~ Hl PJ Hl m () 0 ~ ro tj ~ ro () Hl ro ro ~::s ~ PJ ::s rt ...-. ~. m rt m PJ ...-. ...-. ...-. ~. PJ 0" ~. ...-. ~. rt ~. ro m 0 Hl ro t'" H ~. t; rt ::T H ro t'" ti H 0 ~ ti H tzj 0" m 0 rt ::T m t'(j 0 ~ m ro m PJ ...-. 0 ::s ro 0 ti ~ ~. rt ::T PJ ~ ~ t'(j ro ti m 0 ~ PJ m 0 Hl rt ::T ro ~ PJ rt ro C-4 tIj t'Ij t'Ij ~ tot o tj N H C-4 PJ ::s ~ PJ ti ~ . ..., r- - . n-=i · .~:... C'~~ -~..:.. ~- -. ~~~~ )>c~ ~Ct -<. o ~.; ,........, ''C~.~..1i ::--) o . .J t.....~) . ~ ::;,. (..~ . . -..j ....r"""' -) "';., ~ :.: .~J . ..i1'6 j.~.... . -OJ :':..'':1 r::' (.0 :n -< JEFFREY S. KOLODZI, IN THE COURT OF COMMON PLEAS OF plaintiff CUMBERLAND COUNTY, PENNSYLVANIA vs. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 INCOME AND EXPENSE STATEMENT JEFFREY S. KOLODZI PACSES NUMBER 058103025 DR#00109 S 2001 DATE 1/14/02 I, Jeffrey S. Kolodzi, by and through his attorney, Ruby D. Weeks, Esquire, herewith files his Income and Expense Statement. I understand that false statements herein are made subject to the penalties of I verify that the statements made in this Statement are true and correct. Dated: i - J L" ~O~ t~ dies. 18 Pa. e.s. ~4904, relating to unsworn falsification INCOME AND EXPENSE STATEMENT OF JEFFREY S. KOLODZI PACSES NUMBER 058103025 DR#00109 S 2001 DATE 1/14/02 THIS STATEMENT MUST BE FILLED OUT ================================= (If you are self-employed or if you are salaried by a business of which you are in whole or in part, you must also fill out the supplemental Income Statement which appears on the last page of this Income and Expense Statement.) INCOME (A) PA State police, 1538 Commerce Avenue, Carlisle, PA wages/Salary Employer & Address 17013 Job Title/Description Trooper Pay Period (Weekly, Bi-weekly, Monthly) Gross Pay Per Pay Period · Payroll Deductions: Federal Withholding · · · · · . $ social Security · Local Wage Tax State Income Tax Retirement Health Insurance Other (specify) Union Dues Bi-Weeklv 2108.80 . $ 225.20 30.58 21.09 59.05 105.44 10.54 NET PAY PER PAY PERIOD. · · · · · · · $ 1656.90 (B) Other Income Interest/Dividends · · Pension/Annuity social Security Rents/Royalties Expense Account Gifts Unemployment Compensation $ . . . . . . . . . . . . . . . . . TOTAL, OTHER INCOME · · · · $ NA . . . . I verify that the statements made in this Income and Expense Statement are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. Cons. Stat. ~ 4904 relating to unsworn ication to authorities. DATE: \\\lv\()~ - .. Expenses Parent Monthly Child Monthly TOTAL MONTHLY Home $ 400.00 $ Mortgage/Rent Maintenance Utilities (Telephone, 160.00 Heating, Electric, etc. Employment (Transportation, Lunches) 100.00 Taxes Real Estate Personal Property Income 640.00 Insurance Homeowners Automobile 100.00 Life/Accident/Health Other Automobile Payments, Fuel, Repairs 175.00 Medical Doctor, Dentist, Orthodontist Hospital Special (Glasses, Braces, etc. ) Education Private, Parochial School Personal Clothing Food 400.00 Other (Household Supplies, 100.00 Barber, etc) Credit Payments & Loans Miscellaneous Household Help/Child Care Entertainment (Papers, Books, Vacation, Pay TV, etc. ) 100.00 Gifts/Charitable Contributions Legal Fees Other Child Support/Alimony Payments 950.00 Other (Specify) TOTAL EXPENSES S 3125.00 $ $ .. PROPER1Y OWNED DESCRIPTION VALUE OWNERSHIP H W J Checking Accounts · $ 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 ............ . Savings Accounts ...... . Credit Union ....... . Stocks/Bonds ......... . Real Estate Other . . . . . . TOTAL PROPERTY $ 0.00 H COVERAGE W C INSURANCE COMPANY POLICY NO. Hospital · Medical · · · · · · · · Health/Accident · . · . Disability Income Other (Dental, etc.) (*H-Husband, W-Wife, J-Joint, C-Child) SUPPLEMENTAL INCOME STATEMENT A. This form must be filled out by a person who (check one) : (1) operates a business or practices a profession; or (2) is a member of a partnership or joint venture; or (3) is a shareholder in and is salaried by a closed corporation or similar entity. B. Attach to this statement a copy of the following documents relating to the business, profession, partnership, joint venture, corporation or similar entity. (1) the most recent Federal Income Tax Return, and (2) the most recent Profit and Loss Statement. C. Name and address of business: Telephone Number D. Name and address (if different than C) of accountant, controller or other person in charge of financial records: . . . . . . . $ . $ . $ . $ . $ E. (1) (2) (3 ) (4) (5) Annual income from business · How often is income received? · · · · · Gross income per pay period Net income per pay period Specific deductions if any · · · () c.~ J?lt _...~ !..,; .: ...::...... _...~..; fjb~' ...,........ ~~: =< ,4 ~ .. '-- \t a , ,.'i c) ,A._.,~ -...., C."~ -1) ~..r.. . . -.. (y...' ',' l .: . f I '. .:.! (:") :-' ..;: ... I "'I i._--' ~\} (..;> _::.~:~1 :l,J -< , JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Vs. NO. 01 - 2213 CIVIL PATRICIA A. KOLODZI, Defendant IN DIVORCE THE MASTER: Today is Tuesday, July 9, 2002. This is the date set for a hearing on the grounds for divorce of indignities to the person. The grounds were raised in the complaint filed on April 16, 2001, by the husband. In addition, he has raised grounds for divorce of irretrievable breakdown of the marriage and the economic claim of equitable distribution. No other claims have been filed in this action at this time. The parties were married on June 17, 1988, and separated December 25, 2000. Consequently, the parties will have been separated for a period of two years on December 25, 2002. Husband is going to file an affidavit under Section 3301(d) of the Domestic Relations Code averring the two year separation on or after December 25, 2002. Consequently, there will be no need to have a hearing on any fault grounds for divorce. In the meantime, we are going to proceed with a review of the economic claim that has been raised of equitable distribution and in addition Mr. O'Brien is going to file a claim on behalf of the wife for alimony. When the alimony claim is pending before the Master, the issue will then be ripe for reviewing the factors relating to alimony, and in particular, as it applies to this case and as has been discussed with counsel, the factor of marital misconduct. The Master has heard both counsel give a very abbreviated version of the type of conduct that will be testified to by the parties. Either party is entitled, therefore, to present testimony on the factor of marital misconduct and we will schedule a hearing for that testimony upon the claim of alimony being raised by wife. The Master has spoken to Mr. O'Brien about filing a pretrial statement and income and expense statement and he indicated that he should be able to do that within the next ten (10) days. (A discussion was held off the record.) THE MASTER: After discussion with counsel we have decided to schedule a hearing for the purpose of taking testimony on the marital misconduct factor on Wednesday, September 25, 2002, at 9:00 a.m. Counsel have indicated that they will have a total of six witnesses (that number could change) but in any event, we expect that the hearing will take most of the day on the 25th of September. Upon receipt by the Master of wife's income and expense statement and pretrial statement, the Master will schedule a pre-hearing conference sometime before the marital misconduct hearing in order to have an opportunity to review the marital estate which is subject to distribution and to review the incomes of the parties which will be certainly a major element in determining an alimony award. After the marital misconduct hearing on Wednesday, September 25, 2002, the Master will schedule a hearing sometime in January to take the testimony on the other factors relating to alimony and the factors relating to equitable distribution. With respect to the witnesses that are anticipated to be called at the September 25 hearing, counsel should exchange a witness list a month prior to the hearing so that each counsel is apprised of who will be testifying on the factor of marital misconduct. Counsel have agreed, with the parties' assent, that husband will be allowed to go to the residence where wife is residing at 571 F Street, Carlisle, Pennsylvania, to retrieve certain items of personal property, namely, his gym equipment, his collection of State Police items, and his collection of Matchbox cars. The pick up of the property will occur today at 6:00 p.m. The address of husband is 25 South Pitt Street, Apartment 4, Carlisle, Pennsylvania; wife's address is 571 F Street, Carlisle, Pennsylvania. cc: Ruby D. Weeks Attorney for Plaintiff Robert L. O'Brien Attorney for Defendant J - RECEJVED ..',A..~! 2. 9 2DD2 JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. NO. 01 - 2213 CIVIL PATRICIA A. KOLODZI, Defendant IN DIVORCE TO: Rudy D. Weeks Attorney for Plaintiff patricia A. Kolodzi Defendant DATE: Wednesday, January 23, 2001 CERTIFICATION I certify that discovery is complete as to the claims for which the Master has been appointed. OR IF DISCOVERY IS NOT COMPLETE: (a) Outline owhat information is required tllat is not complete in order to prepare the case for trial and indicate whether there are any outstanding interrogatories or discovery motions. (b) Provide approximate date when discovery will be complete and indicate what action is being taken to complete discovery. -4~ 'lUlQJ\lt By } a 00 Gl DATE f) (-.. ~v-~~~"._~~\j'--u~ COUNSEL F~PLAINTIFF ()() COUNSEL FOR DEFENDANT ( ) NOTE: PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE FILING OF PRETRIAL STATEMENTS UNTIL COUNSEL HAVE CERTIFIED THAT DISCOVERY IS COMPLETE, OR OTHERWISE AT THE MASTER'S DISCRETION. AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL OR A PARTY TO THE ACTION, IF NOT REPRESENTED BY COUNSEL, INDICATING THAT DISCOVERY IS NOT COMPLETE, THE DIRECTIVE FOR FILING OF PRETRIAL STATEMENTS WILL BE ISSUED AT THE MASTER'S DISCRETION. HOWEVER, IF BOTH COUNSEL, OR A PARTY NOT REPRESENTED, CERTIFY THAT DISCOVERY IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL STATEMENTS WILL BE ISSUED IMMEDIATELY. THE CERTIFICATION DOCUMENT SHOULD BE RETURNED TO THE MASTER'S OFFICE WITHIN TWO (2) WEEKS OF THE DATE SHOWN ON THE DOCUMENT. , . PROPERTY SETTLEMENT AGREEMENT THIS AGREEMENT, dated the.1(, day of 'Neve. ~ ~r ,20~, by and between Jeffrey S. Kolodzi, residing at 25 South Pitt Street, Apartment 4, Carlisle, Cumberland County, Pennsylvania, 17013, Social Security Number 165-62- 1202, hereinafter called the nHusbandn, and Patricia A. Kolodzi , residing at 571 F Street, Carlisle, Cumberland County, Pennsylvania, 17013, Social Security Number 169-60-3159, hereinafter called the nWifen, who agree as follows: WIT N E SSE T H : WHEREAS, the parties are Husband and Wife, having been married on June 17, 1988, in Cumberland County, Pennsylvania. The parties separated December 26, 2000. WHEREAS, there have been issue of the marriage, to wit: Megan A. Kolodzi, born 1/16/94 hereinafter referred to as the Child. WHEREAS, diverse unhappy, and irreconcilable differences, disputes, and difficulties have arisen between the parties, and it is the intention of Wife and Husband to live separate and apart for the rest of their natural lives, and the' parties here.to are desirous of settling fully and finally their respective financial and property rights and obligations as between each other inClUding, without limitation by specification: the settling of all matters between them relating to the ownership' and equitable distribution of real and personal property; the settling of all matters between them relating to the past, present and future support, alimony and/or maintenance of Wife by Husband or of Husband by Wife; the settling of all matters between them relating to the past, present and future support and or maintenance of the Child, the implementation of custody/visitation arrangements for the minor Child if more than one child of the parties; and in general, the settling of any and all claims and possible claims by one against the other or against their respective estates. NOW THEREFORE, in consideration of the promises and of the mutual promises, covenants and undertakings hereinafter set forth and for other good and , . valuable consideration, receipt of which is hereby acknowledged by"each of the parties hereto, Wife and Husband, each intending to be legally bound hereby, Covenant and agree as follows: 1. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS This Agreement shall not be considered to affect or bar the right of Wife or Husband to a limited or absolute divorce on lawful grounds if such grounds now exist or shall hereafter exist or to such defense as may be available to either party. This Agreement is not intended to condone and shall not be deemed to be a condonation on the part of either party hereto of any act or acts on the part of the other party which have occasioned the disputes or unhappy differences which have occurred prior to or which may occur subsequent to the date hereof. The parties intend to secure a mutual consent, no-fault divorce pursuant to the terms of Section 3301c of the Divorce Code of 1980 as amended by Act No. 1990, 206 effective 3-19-91. 2. EFFECT OF DECREE, NO MERGER It is specifically understood and agreed that the provisions of this Agreement relating to the equitable distribution of property of the parties are accepted by each party as a final settlement for all purposes whatsoever. Should either of the parties obtain a decree, jUdgment, or order of separation or divorce in any other state, country, or jurisdiction, each of the parties to this Agreement hereby consents and agrees that this Agreement and all of its covenants shall not be affected in any way by any such separation or divorce; and that nothing in any such decree, jUdgment, order, or further modification or revision thereof shall alter, amend or vary any term of this Agreement, whether or not either or both of the parties should remarry, it being understood by and between the parties that this Agreement shall survive and shall not be merged into any decree, jUdgment, or order of divorce or separation. 2 I . It is further understood that Pennsylvania law provides that II a provision of an Agreement regarding child support, visitation or custody shall be subject to modification by the Court upon a showing of changed circumstances". It is specifically agreed, however, that a copy of this Agreement may be incorporated, by reference, into divorce judgment or decree. This incorporation, however, shall not be regarded as a merger, it being the intent of the parties to permit this Agreement to survive any such judgment, unless otherwise specifically provided herein, and for this Agreement to continue in full force and effect after such time as a final decree in divorce may be entered with respect to the parties. The parties agree that the terms of this Agreement may be incorporated into any divorce decree which may be entered with respect to them for purposes of enforcement only of any provisions therein, but shall survive such decree. That is, this agreement and all warranties and representations contained herein shall 'survive the Divorce Decree and shall continue to be enforceable in accordance with its terms. Except with regard to child support and child custody, no court may change the terms of this agreement, and it shall be binding and conclusive upon the parties. In the event of a reconciliation, attempted reconciliation, or other cohabitation of the parties hereto after the date of this agreement, this agreement shall remain in full force and effect in the absence of a written agreement signed by both parties expressly stating that this agreement has been revoked or modified. 3. DISTRIBUTION DATE The transfer of property, funds and/or documents provided for herein shall take place simultaneously with the execution of this Agreement. 4. ADVICE OF COUNSEL The provisions of this Agreement and their legal effect have been fully explained to the parties by their respective counsel, Ruby D. Weeks, Esquire, for Husband, and Robert 0 I Brien, Esquire for Wife. The parties acknowledge that they 3 . . have received in~ependent legal advice from counsel of their selection and that they fully understand the facts and have been fully informed as to their legal rights and obligations and they acknowledge and accept that this Agreement is, in the circumstances, fair and equitable and that it is being entered into freely and voluntarily, after having received such advice and with such knowledge and that execution of this Agreement is not the result of any duress or undue influence and that it is not the result of any collusion or improper or illegal agreement or agreements. 5. FINANCIAL DISCLOSURE The parties confirm that each has relied on the substantial accuracy of the financial disclosure of the other as an inducement to the execution of this Agreement. S. WARRANTY OF DISCLOSURE The parties warrant and represent that they have made a full disclosure of all assets and their valuation prior to the execution of this Agreement. This disclosure was in the form of an information exchange of information by the parties' attorneys and this Agreement between the parties is based upon this disclosure. 7. OBTAINING INFORMATION ON FINANCES Each party acknowledges that they have been informed they may have the right, as provided by statute and Pennsylvania Rules of Civil Procedure, to obtain information regarding the parties I finances. Such information would include, without limitation, their present and past income; and the identity and value of assets both presently owned and transferred previously. Such information may be obtained by one or more of several methods including depositions upon oral examination, written interrogatories, production of documents or entry upon property for inspection. The parties agree to waive any further discovery. 4 8. PERSONAL RIGHTS Wife and Husband may and shall, at all times hereafter, live separate and apart. They shall be free from any control, restraint, interference or authority, direct or indirect, by the other in all respects as fully as if they were unmarried. They may reside at such place or places as they may select. Each may, for his or her separate use or benefit, conduct, carryon and engage in any business, occupation, profession or employment which to him or her may seem advisable. However, each party shall make best efforts to maintain employment with comparable benefits and salary as they now hold or for which they are in training. 9. NO MOLESTATION Husband and wife shall not molest or interfere with each other, nor shall either of them attempt to compel the other to cohabit or dwell with her or him, by any means whatsoever. Neither party shall harass or be verbally or physically abusive to the other. 10. MUTUAL RELEASES Husband and Wife each do hereby mutually remise, release, quitclaim and forever discharge the other and the estate of such other, for all time to come, and for all purposes whatsoever, of and from any and all rights, title and interest, or claims in or against the property (including income and gain from property hereafter accruing) of the other or against the estate of such other, of whatever nature and wheresoever situate, which he or she now has or at any time hereafter may have against such other, the estate of such other or any part thereof, whether arising out of any former acts, contracts, engagements or liabilities of such other or by way of dower or curtesy, or claims in the nature of dower or curtesy or widow's or widower's rights, family exemption or similar allowance, or under the intestate laws, or the right to take against the spouse's Will; or the right to treat a lifetime conveyance by the other as testamentary, or all other rights of a surviving spouse to participate in a deceased spouse's estate, whether arising under the laws of (a) Pennsylvania, (b) any State, Commonwealth or territory of the united States, or ~ any other country, or any rights which either party may have or at any time hereafter have for past, present or future support or maintenance, alimony, alimony pendente lite, counsel fees, equitable distribution, costs or expenses, whether arising as a result of the marital ,relation or otherwise, except, and only except, all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any thereof. It is the intention of Husband and wife to give to each other by the execution of this Agreement a full, complete and general release with respect to any and all property of any kind or nature, real, personal or mixed, which the other now owns or may hereafter acquire, except and only except all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any thereof. 11. EQUITABLE DISTRIBUTION OF PROPERTY It is specifically understood and agreed that this Agreement constitutes an equitable distribution of property, both real and personal, which was legally and beneficially acquired by Husband and Wife or either of them during the marriage, as contemplated by The Act of April 2, 1980 (P.L. 63, No. 26) known as "The Divorce Code," 23 P.S. 3101 et. ,seq. of the Commonwealth of pennsylvania. And further, that the parties have attempted to divide their marital property in a manner which conforms to the criteria set forth in 3502 of the pennsylvania Divorce Code, and taking into account the following considerations: the length of the marriage, the prior marriages of the parties; the age, health, station, amount and sources of income, vocational skills, employability, estate, liabilities and needs of each of the parties; the contribution of one party to the education, training, or increased earning power of the other party; the opportunity of each party for future acquisition of capital assets and income; the sources of income of both parties, including but not limited to medical, retirement, insurance or other benefits; the contribution or dissipation of each party in the acquisition, preservation, depreciation, or appreciation of marital property, including the contribution of a party as a homemaker; the value of the property set apart to each party; the standard of living of the parties established during the marriage; and the economic circumstances of each party at the time the division of property is to become effective. By this agreement wife is receiving 85% of the marital property; the Husband 15%. 12. DISTRIBUTION OF PROPERTY: GENERAL: (1) Husband hereby waives all interest in wife I s property including but not limited to all accounts, certificates of deposit and securities. (2) Wife hereby waives all interest in Husband's property including but not limited to all accounts, certificates of deposit, and securities. (3) Husband and Wife agree that Husband shall pay all costs, including attorney fees, of transferring any property necessary to be titled from joint ownership to that of either party. Motor Vehicles: With respect to the motor vehicles owned by one or both of the parties, they agree as follows: (a) The 1976 Chevy Corvette titled jointly, shall become an~ remain the sole and exclusive property of the Husband. There is no debt on this vehicle. (b) The 1992 Chevy Corsica, titled to Husband, shall become and remain the sole and exclusive property of the Husband. There is no loan on this vehicle. C The Kawasaki Motorcycle, titled jointly, shall become and remain the sole and exclusive property of the Husband. There is no loan on this vehicle. (d) The 1992 FIS0 Ford Truck , titled jointly, shall become and remain the sole and exclusive property of the Wife. There is no loan on this vehicle. (4) The parties have previously deeded the marital residence located at 571 "F" Street, Carlisle, Cumberland County, Pennsylvania, to the wife, who has refinanced the mortgage in her sole name. The equity in this residence is $17,336.00. (5) The wife shall also receive the PESCU CD valued at $8214.00 as of January 31, 2001 with interest thereon; the PESCU checking account, $1380. 00, as well as personal property presently in her. possession totaling $1885.00 in value, including an antique table. (6) Husband shall receive the personal property in his possession totaling $1998.00 including a camcorder and his collections of guns and state police cars and other memorabilia. 13. FILING INVENTORIES AND APPRAISEMENT The parties further acknowledge their understanding that they each have filed Inventories and Appraisement with the Court and that this matter is presently before the Master. Such Inventories and Appraisement require a party to indicate, under oath, information regarding all marital property in which either party has an interest as of the date the action was commenced. Fully knowing the same, each party nonetheless waives their respective rights to request additional discovery be conducted, to file Inventories and Appraisement with the Court, or to require the other party to do so. 14. AFTER-ACQUIRED PERSONAL PROPERTY Each of the parties shall hereafter own and enjoy, independently of any claim or right of the other, all items of personal property, tangible and intangible, subsequently acquired by the other party. , . 15. SUBSEOUENT PERSONAL DEBTS: same. party shall be responsible for their own debts and hold each other harmless from Husband and Wife agree from time of the signing of this Agreement that each 16. FUTURE DEBTS: or consent of. the other party. - . contracted by either party solely for their own benefit and without the knowledge which are solely the financial obligation of the other and which have been neither shall have any financial obligation to pay any financial obligations the liability of the other, and both parties hereby covenant and agree that outstanding bills or other indebtedness which have been incurred by either for to make payment for same. Husband and Wife hereby acknowledge that there are no this Agreement neither party shall incur any debts which will obligate the other Husband and Wife hereby mutually agree that subsequent to the execution of 17. WARRANTY AS TO EXISTING OBLIGATIONS: reason of any debts or obligations contracted in violation of this Agreement. indemnify the other from any and all claims or demands made against the other by Husband and Wife further agree that they will . . Each party represents that they have not heretofore incurred or contracted for any debt or liability or obligation for which the estate of the other party the obligations arising out of this Agreement. heretofore been incurred by them, including those for necessities, except for any and all such debts, liabilities or obligations of every kind which may have Each party agrees to indemn{fy or hold the other party harmless from and against may be responsible or liable except as may be provided for in this Agreement. 18. WAR~y AS TO FUTURE OBLIGATIONS: date of this Agreement, except as may be otherwise specifically provided for by all debts, charges and liabilities incurred by the other after the execution now and at all times hereafter save harmless and keep the other indemnified from Wife and Husband each covenant, warrant, represent and agree that each will cne cerms o~ tnls Agreement and that neither of them shall hereafter incur any · liability whatsoever for which the estate of the other may be liable. 19. PAYMENT OF SPECIFIED OBLIGATIONS: There are no outstanding marital debts. 20. ASSUMPTION OF LIABILITIES. This provision sets forth the method for the payment and assumption of the debts and liabilities of the parties. since the assumption is not binding on the creditor, the party assuming the debt agrees to indemnify the other party in the event the creditor seeks to hold such other party liable. should the parties wish to bind the creditor and relieve the original debts from all liability, a novation should be executed. 21. WAIVER OF SPOUSAL SUPPORT, ALIMONY PENDENTE LITE, AND ALIMONY The parties herein acknowledge that by this Agreement they have each respectively secured and maintained a substantial and adequate fund with which to provide themselves sufficient financial resources to provide for their comfort, maintenance and support, in the station of life in which they are accustomed. Wife and Husband do hereby waive, release and give up any rights they may respectively have against the other for alimony, alimony pendente lite, support or maintenance. It shall be from the date of this Agreement the sole responsibility of each of the respective parties to sustain themselves without seeking any support from the other party. 22. RETIREMENT FUNDS A. The Husband, who has been employed by The Pennsylvania State Police, Carlisle, Pennsylvania, has accumulated benefits in his retirement account. It is. agreed by the parties that the Wife shall receive via a QDRO $26,129."00 of Husband's retirement benefits. B. It is also agreed that the deferred compensation account Husband has with his employer shall also be divided by QDRO so that the Wife shall receive $18,191.00 from that account C. The Wife, who is not employed does not have any retirement benefits. D. The wife shall solely bear any tax consequences resulting from her actions with regard to Paragraph A&B above upon transfer of these amounts by Qualified Domestic Relations Order to her. E. The parties agree to sign the necessary Domestic Relations Stipulations in order to effectuate these transfer of funds. .. . 23. LIFE INSURANCE The parties warrant and represent that they shall name the Child as irrevocable beneficiaries for as long as they have a duty of support, on any policies of insurance on their lives now or in the future. Each party warrants that they have not made and will not make any loans or assignments under such policies, and will not cancel or surrender such policies. Upon the other's request, either party shall execute any document necessary to effect a conversion or select an option under any such policy. Both parties agree to make payment of premiums on the policies on their individual lives so as to continue said coverage as long as each Child is owed a duty of support. 24. DIVORCE Husband and Wife agree that Husband has filed a Complaint in divorce seeking a divorce on the basis of mutual consent. Husband and Wife both agree that both parties will execute the required Affidavits of Consent to be filed with the Court to allow the Court to grant a divorce on the basis of mutual consent. Each party agrees to pay their own counsel fees, costs, and expenses incident to obtaining the aforesaid divorce. AND the parties hereto state and agree that this Agreement shall not in any way be construed as a collusive agreement. 25. ATTORNEY FEES, COSTS & EXPENSES The parties agree to waive receipt of and to be responsible for their own attorney fees, costs and expenses in connection with the negotiation and preparation of this Agreement and the granting of a divorce decree. 26. BREACH OF AGREEMENT If either party fails in the due performance of obligations under this Agreement at their election, the non-breaching party shall have the right to sue for damages for breach of this Agreement or to rescind same and seek such legal remedies as may be available to them. The breaching party will be responsible for actual legal fees and costs incurred by the non-breaching party necessary to the enforcement of this Agreement. 27. LAW OF PENNSYLVANIA APPLICABLE This Agreement shall be construed in accordance with the laws of the Commonwealth of Pennsylvania which are in effect as of the date of execution of this Agreement. 28. AGREEMENT BINDING ON HEIRS This Agreement shall be binding and shall inure to the benefit of the parties hereto and their respective heirs, executors, administrators, successors and assigns. 29. SEVERABILITY If any term, condition, clause or provision of this Agreement shall be determined or declared to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be stricken from this Agreement and in all other respects this Agreement shall be valid and continue in full force, effect and operation. Likewise, the failure of any party to meet her or his obligations under anyone or more of the paragraphs herein, with the exception of the satisfaction of the conditions precedent, shall in no way avoid or alter the remaining obligations of the parties. 30. INTEGRATION This Agreement constitutes the entire understanding of the parties and supersedes any and all prior agreements and negotiations between them. There are no representations or warranties other than those expressly set forth herein. 31. NO WAIVER OF DEFAULT This Agreement shall remain in full force and effect unless and until terminated under and pursuant to the terms of this Agreement. The failure of either party to insist upon strict performance of any of the provisions of this Agreement shall in no way affect the right of such party hereafter to enforce the same, nor shall the waiver of any breach of any provision hereof be construed as a waiver of any subsequent default of the same or similar nature, nor shall it be construed as a waiver of any subsequent default of the same or . .. similar nature, nor shall it be construed as a waiver of strict performance of any other obligations herein. 32. WAIVER OR MODIFICATION TO BE IN WRITING No modification or waiver of any of the terms hereof shall be valid unless in writing and signed by both parties and no waiver of any breach hereof or default hereunder shall be deemed a waiver of any subsequent default of the same or similar nature. 33. SUBSEQUENT DIVORCE It is contemplated that Husband will proceed with a Complaint in Divorce against Wife in the near future. Husband and Wife each agree to sign an Affidavit of Consent and an Affidavit waiving counseling to be filed in said divorce action. In the event such divorce action is concluded, Wife shall be entitled to receive a copy of the Decree in Divorce for the normal fee charged by the Prothonotary and shall not be assessed any costs of the proceeding, except as previously agreed to herein in Paragraph 25. In the event such divorce action is concluded, the parties shall be bound by all the terms of this Agreement, which shall not be incorporated by reference into the Divorce Decree, and this Agreement shall not be merged in such Decree, but shall in all respects survive the same and be forever binding and conclusive upon the parties. 34. MUTUAL COOPERATION Each party shall, at any time and from time to time hereafter, take any and all steps and execute, acknowledge and deliver to the other party any and all further instruments and/or documents that the other party may reasonably require for the purpose of giving full force and effect to the provisions of this Agreement. 35. AGREEMENT BINDING ON HEIRS This Agreement shall be binding and shall inure to the benefit of the parties hereto and their respective heirs, executors, administrators, successors and assigns. 36. OTHER DOCUMENTATION Wife and Husband covenant and agree that they will forthwith (and within at least ten (10) days after demand therefore) execute any and all written instruments, assignments, releases, satisfactions, deeds, notes, or such other writings as may be necessary or desirable for the proper effectuation of this Agreement, and as their respective counsel shall mutually agree should be so executed in order to carry out fully and effectively the terms of this Agreement. 37. INTERDEPENDENCY The parties agree that the separate obligati"ns contained in this agreement shall be deemed to be interdependent. If any terms, conditions, clause or provision of this agreement shall be determined by a court of competent jurisdiction to be invalid or unenforceable, then the parties agree that the agreement may be reviewed and renegotiated in order to fulfill as closely as Possible the purpose of the invalid provision. Notwithstanding any releases Contained herein, the parties intend that they may reinstate previously pleaded economic claims to the extent permitted by the Divorce Code. 38. BANKRUPTCY In the event that either party becomes a debtor in any bankruptcy or financial reorganization proceedings of any kind while any obligations remain to be performed by that party for the benefit of the other party pursuant to the provisions of this Agreement, the debtor spouse hereby waives, releases and relinquishes any right to claim any exemption (whether granted under state or federal law) to any property remaining in the debtor as a defense to any claim made pursuant hereto by the creditor-spouse, and the debtor-spouse hereby assigns, transfers, and conveys to the creditor-spouse an interest in all of the debtor's exempt property sufficient to meet all obligations to the creditor- spouse as set forth herein, inclUding all attorneys' fees and costs incurred in the enforcement of this Paragraph or any other provision of this Agreement. or dischargeable. waives any and all right to assert that any obligation hereunder is discharged dischargeable, regardless of federal or state law to the contrary, and each party No obligation created by this Agreement shall be discharged or 39. HEADINGS NOT PART OF AGREEMENT hereof are inserted solely for convenience of reference and shall not consti tute Any headings preceding the text of the several paragraphs and subparagraphs effect. a part of this Agreement nor shall they affect its meaning, construction or day and year first above written. IN WITNESS WHEREOF, the parties hereto have set their hands and seals the ~-~ Witness )2():3/UJ . Witness COMMONWEALTH OF PENNSYLVANIA COUNTy OF CUMBERLAND ss On this, the al/A day of /\/tJl//-!.m her , 20 O;;? , before me, a Notary contained Agreement, and acknowledged that he executed the same for the purposes therein to me to be the person whose name is subscribed to the within Property Settlement Public, the undersigned officer, personally appeared Jeffrey S. Kolodzi, known Ct..ROt HorARlAt EE..1L .. . ~o ~ MoRRow, N~ PubL'- f 'f:. t"'& - - 1\), Cumht!ri ,~ ~ ~~'i/ ~I'I.~ L.... J4Jlld C::-h~ ':--~-..L -~~'Z"::"~~--:"'Ir:Y::-"''7l::: iI '~'J;"f2S .kr;n ~ -'.t..v COMMONWEALTH OF PENNsYi:vANrk';"~".~ (1~Ul i 11M v? OU) Notary Public COUNTY OF CUMBERLAND ss On this, the ____ day of I 19____, before me, a Notary contained. Agreement, and acknowledged that she executed the same for the purposes therein to me to be the person whose name is subscribed to the within Property Settlement Public, the undersigned officer, personally appeared Patricia A. Kolodzi, known Notary Public C> C.: 7 -0(1] ~ ~*.~ i~ ~ o &"'V ~~ C"") C:) -"rl :- _," -f'"1 c:.) .,. ~=j ""'0 .:_.~~ ( , . .~- :-.!!: : t.i rr"', ~) \.0 ~ -< 4t ......~ -..... " ~ (J'b z ~ ~~ ["oJE-1 ~ ~1l ~ ~;-P? [O-f-I . . i . \ . ~ , .... "I. .t . ,. JEFFREY S. KOLODZI, Plaintiff v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION - LAW PATRICIA A. KOLODZI, Defendant 1. Petitioner is Patricia A. Ko/odzi, the Defendant in the above-captioned divorce action. NO. 01-2213 IN DIVORCE () ~; if} r): -;;'.; ;:l'., (/) '.. - CIVIL DIVISION PETITION FOR THE PAYMENT OF ALIMONY AND AnORNEY'S FEES SUBSEQUENT TO THE DIVORCE ACTION r . '. ,--, ;.~:-:- (.".. ....- C" ~ :":~ ..... '.. ~": :J .. .,J 2. Respondent is Jeffrey S. Ko/odzi, the Plaintiff in the above-captioned divorce action. 3. Respondent filed the divorce action on or about April 6, 2001. 4. This divorce has been referred to the Cumberland County Divorce Master for disposition. 5. Petitioner requests that a claim for permanent alimony and attorney's fees be considered by the court in conjunction with the granting of the divorce action. WHEREFORE, Petitioner respectfully requests that claims in reference to alimony and attorney's fees be considered in conjunction with the granting of divorce in this action. C) ["".j () -h ::-! ~'-=-: . --r~ ! :. - .' '.c' . - :~;I -i:l . ,.< ~,~) .; . ":':: ~~ J.. "', -: ; ; J " :~ ~.~.. ..:..(} -< Respectfully submitted, O'BRIEN, BARIC & SCHERER ~12.. . By:~ Robert L. O'Brien, Esquire Attorney for Petitioner 1.0. # 28351 17 West South Street Carlisle, Pennsylvania 17013 (717) 249-6873 rlo.d i r/domestic/kolodzi .pet VERIFICA liON I verify that the statements made in the foregoing Petition for the Payment of ~limony and Attorney's Fees Subsequent to the Divorce Action are true and correct. understand that false statements made herein are made subject to the penalties of 18 Pa. C.S. ~ 4904, relating to unsworn falsification to authorities. Date: '1- /11 #" () ~ i I "\ JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. CIVIL ACTION - LAW . IN DIVORCE PATRICIA A. KOLODZI, Defendant . NO. 2001-2213 CIVIL TERM PRE-HEARING MEMORANDUM 1. The parties were married June 17, 1988 in Carlisle, Cumberland County, Pennsylvania. The parties resided in Cumberland County until Husband was accepted for training at the State Police Academy. After his training, he was assigned to the Lancaster Barracks and the parties relocated to that area. Eventually, Husband was able to transfer to the Carlisle Barracks and once again his employment dictated the location of the parties residence. 2. The parties have one minor child, Megan M. Kolodzi. Megan is eight years old and Wife has primary physical custody of the child, with Husband having partial physical custody. Husband pays child support for Megan. When the parties first separated, the arrangement was that Husband would continue paying the mortgage and other associated household expenses. Based on that promise, Wife dropped the pending child support and spousal support action. Wife wished to see if she could retain the home for herself and her daughter and the parties reached an agreement that if she could refinance the home, she could purchase the home at the fair-market value. In order to qualify for the financing, Wife filed with the Domestic Relations section to establish a court ordered child support and spousal support order. At the time of that hearing, Wife was also granted a deviation based on the fact that the total mortgage payment exceeded her income by more than twenty-five percent. Wife waived any retroactivity in reference to the filing and the order was set effective September 1,2001. Wife was able, with the assistance of her mother and step-father as co-signers, to refinance the property which lowered the monthly mortgage payment. The refinancing took place on October 19, 2001 at which point in time the mortgage adjustment in the support order was eliminated. In conjunction with the refinancing, the parties reached an agreement that the difference between the mortgage payment and the appraised value of the property, the sum of $17,336.61, would be attributed to Wife in the overall property division. 3. Wife is a high school graduate and has been employed throughout the marriage and has contributed to the household expenses and raising her daughter. Her employment has consisted of retail sales, day care worker, and a laborer at a distribution warehouse. Wife stopped work when Megan was born in 1994. She was unable to return to work because Megan had a heart defect. In November of 1994, the parties moved to Carlisle. After the move to Carlisle, Wife ran a day care in the basement of their home. During the time that Wife was unemployed, Husband refused to provide her with sufficient funds to meet her needs, as well as, those of the child. Oftentimes she was reduced to begging Husband to provide money for her and the child's needs. After Megan was sufficiently recovered, Wife reapplied and was rehired by Ross Distribution. After the separation Wife took a job based upon representations that her hours would be tailored to permit her to care for her daughter. The employer did not keep that commitment and Mrs. Kolodzi left that job and became self employed cleaning homes and offices. Wife is averaging $1,194.00 in gross income per month and $677.42 net income after expenses. She expects to continue and expand this business. 4. Wife relates and will testify to the fact that Husband was both physically and mentally abusive. The physical abuse terminated when she told him how after he had become involved with the State police, if he ever physically assaulted her she would not stand for it, but would report the incident to the authorities. Despite the cessation of the physical abuses, the mental abuse and threatening behavior continued to occur. 5. Attached are lists outlining the receipt of property by each party since the time of their separation. Wife seeks the award of alimony, an equitable distribution of a majority the marital estate and consideration for counsel fees and costs. Based on her work history, her limited earning potential and the demands of being the primary custodian, she feels it appropriate that both her requests be granted by the Court. \ \ \ Respectfully submitted, O'BRIEN, BARIC & SCHERER By: =- ~A'" ~' Robert L. O'Brien, Esquire Attorney for Defendant 1.0. # 28351 17 West South Street Carlisle, Pennsylvania 17013 (717) 249-6873 Rob/Domestic/Kolodzi.mem - \ \ I \ \ I ! JEFFREY S. KOLODZI, Plaintiff v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION - LAW PATRICIA A. KOLODZI, Defendant NO. 01-2213 IN DIVORCE CIVIL DIVISION INVENTORY AND APPRAISEMENT OF PATRICIA A. KOLODZI owned or possessed by either party at the time this action was commenced and all Defendant files the following Inventory and Appraisement of all property property transferred within the preceding three years. Appraisement are true and correct. Defendant verifies that the statements made in this Inventory and penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Defendant understands that false statements herein are made subject to the Dated: 7 - 17 - ()f4. ASSETS OF PARTIE& Defendant marks on the list below those items applicable to the case at bar and itemizes the assets on the following pages. If an item has been appraised, a copy of the appraisal report is attached. ( ) ( ) (X) (X) ( ) ( ) ( ) ( ) ( ) (X) (X) (X) (X) (X) (X) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) 1. Real Property. 2. Motor Vehicles 3. Stocks, bonds, securities and options 4. Certificates of Deposit 5. Checking Accounts, Cash 6. Savings Accounts, Money Market and Savings Certificates 7. Contents of safe deposit boxes 8. Trusts 9. Life Insurance policies (indicate face value, cash surrender value and current beneficiaries) 10. Annuities 11 . Gifts 12. Inheritances 13. Patents, copyrights, inventions, royalties 14. Personal property outside the home 15. Business (list all owners, including percentage of ownership, and officer/director positions held by a party with company) 16. Employment termination benefits-severance pay, workman's compensation claim/award 17. Profit sharing plans 18. Pension plans (indicate employee contribution and date plan vests) 19. Retirement plans, Individual Retirement Accounts 20. Disability payments 21. Litigation claims (matured and unmatured) 22. MilitaryN.A. benefits 23. Education benefits 24. Debts due, including loans, mortgages held 25. Household furnishings and personalty (include as a total category and attach itemized list if distribution of such assets is in dispute) i/ i i I I II I I ! Trish Living Room Antiq ue tab Ie ................................................. 0 . 00 LLRS ..................................................... 170.00 ReA TV .....:.............................................. 55.00 Swag light ................................................... 8.00 Gun cabinet ................................................ 130.00 Floor lig ht · · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.00 Touch light · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.00 Area rug · · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.00 Fan · · · · · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.00 Wall hangings ............................................... 12.00 Accessories & decorations · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 I : d I I I I' II II r i II II i j r I II " i! i' II : I ! i II I, d II 11 'I I, Ii :j i 1 i 1 Kitchen J en n air refrig e rator · · · · · .. · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . 235.00 Sma II a p p lia n ce .................................... . . . . . . . . . . 50.00 Pots & pans · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.00 Dishes/glasses · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.00 Sma" kitchen a ccesso ries ................................ . . . . . . 18.00 Accessories & decorations · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . 18. 00 5 pc. dinette · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85.00 Pie safe .................................................... 70.00 Bedroom 3 pc. oa k bed room · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . 415.00 two stands ................................................... 8.00 Radio/clock/telephone .... · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . 14.00 Table light ................................................... 5.00 Vacuum cleaner · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 Accessories & decorations · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . 18.00 j : ! i; II It I! : i ! I i, Basement Recliner chair · · · · · · · · · · · · · · · · · · · . · . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00 o rg an. · · · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 . 00 Sofa · · · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.00 Table light ................................................... 4.00 Wicker cabinet · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 Washer ................................................... 140.00 Dryer ...................................................... 70.00 Shop vac ................................................... 12.00 Toto snowblower ........................................ . . . . . 35.00 Rocking chair · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00 Folding table ................................................ 15.00 ; . ~ i ; i I; I; i ! : I i i 'I : ! 1j II , I, 'I I: Ii I! i ~ j i , ! Ladder · · · · · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . 60.00 Whee I ba rrow ................................................ 12.00 Weedeate r · · · · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.00 M isc. too Is .................................................. 12.00 MISCELLANEOUS Mortgage pay-off ($87,463.39) $104,800 appraisal. . . . . . . . . . . . . " 17,336.61 On e-h a If CD received by wife ................................ 4,247. 86 Ford F-150 Truck ...................................... 4,500.00 Ii Ii I j 'I i I ! I ! i I, ! I : I Jeffrey i i I I, ! i i 'I , I ! i Ii : i II ii q i , I ; I i I II II Ii l' Ii : i " I' ! , i! Camcorder · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.00 H owa 270 · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 . 00 Pinball .................................................... 135.00 York weig ht ................................................ 150.00 Pool table · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65.00 Chi n a ca bin et · · · · · · · · · · · · · · · · · · . · . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75. 00 H 0 n dam owe r · · · · · · · · · · · · ; · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 . 00 Jack stand ................................................... 5.00 M is cella n eo us. · · · · · · · · · · · · · · · · · . · . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.00 Pair micro · · · · · · · · · · · · · · · · · · · · . . · . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 Recliner ..... · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.00 Ruger M66 · · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 0.00 Pa ir Baretta ................................................ 430.00 Smith & Wesson ............................................ 275. 00 State Police car collection (see attached list) and other collectibles. Wife may seek separate appraisal ............. Unknown Chevy corvette ........................................... 4,600.00 Chevy co rs ica ............................................ 2,000.00 Kawasa ki ............................................... 2,000.00 Firearms (may duplicate the individual pieces valued above) 1,000.00 I ! I 'I ; : Undistributed One-half CD (remaining) .................................... 4,247.00 PSECU checking · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . " 1 ,380.80 Retirement · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . " 25,862. 76 Deferred comp · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . .. 18,458.00 . , : ! . i i I I, II 'i i ,I I Rob/Domestic/Kolodzi2.inv ..;~:,~:r!{~iC::~I.:'~~J&c%~.~~~..:~::~.::~'~;.:> ., ~::~ 4.;'- ~~%{: . :1W'~ . '", ~ '~;': JJ;~?":~ .:" ~~. : ,T ~r~~r' ::"i :~t:::~ ?;~'~~f:l. > .: ~~:f~~jiit~fSj:~.~~ .'. {..~:.:t~~:;~t;Y;;;~t~t%.... ". .J. I~., .~..;:: ~~ j~ ji~l..~tJj~t*~f:.~;f '.~. .:. .....};~:~5:~':~~r~.;i.~~~~?i~;-'.~p ~. .".- .~~. . .:.~11.~. .... ..~; "';' ..' _#. ..J Jt ,,~ .. . .'" .'"'?~tj~:~:'f~:':/.:i~"~'}iJi;;'ii~~ .': '.':.':.:)~J~~{ . :.." r '. : ~:.~~:; ;...~t~f~'i;:~{~ r '" . . ";~.)' .... · :...~~~:(f:X:1t{.; ~ . '. Q ..:W:3.;~"".{' t;: - .. ,,~.. . -~ . . ., , ::.i::"3~ ;~ ':'. .~., '. :" '.. .: .~.~::.;~:"~t~~ : ~. .~":'::.~~ .., ~~ . 'tl~'.%~;: . . .. ::'-~~...".. . -". : ..: c......;. . . "<,~~:"~. ~'~:;'. ~~i" ,. .t:~ .....: ~'. .. '\, . '. ...; .. ;. ~ ... :-. ,:."" .... ... . . . .~.. N:. . . .', -.: ...:~ :;~:'. ".~ :.r-~: _..:~.: '. ;.'.~ .~. .:: .ft;{.. :. / '.' <'J .' ... . ....~ ".':'.- .~ ..,...:;...iI.....~ .. ~:..~._,:z>~... .....:.~:.. s~::~~ ~. ---~.~:t~-:: . .=......:~~.::. .:~ ". s' :A" .". '_ " ," ".. ., .. . .:\;~ '~~.'~:.f ~~'.;'- . . '- :..: . ... .,- .. ..: ..; '", .~~~; -,,--' - ..~-..~.~ ~.u I, .. " '. ..... ."":-."' ".." t. ....- . ..' ~ . .. ~~-~, -' ..:~'t( "'.. 7" "Y~~~..;: .!: ~ .- ~":;~. .: . .:.!::::,j~~~~.'f1 ~ i;~: ;~ . ~'. ..1. .". ~ ': _ '. ..:: ~.~t~&~: .:..~,.~. o' .. '~.. .'~. ." .,. ~.:.."'.~: .:~. Jt ,. ,,~,.;');4;:~~~? r;', ~~, ,~'.~h1~~A-:~3>~r~i'::'7~~ ~/7- ,t';, ,: r :ii.~. :~;tL!~i.~~~'~ :~': ~ ~ i ..~ .... . .~ ,>-.J ~'j.? - , t" L~.;::~~'.~:~: . ~-'~ ....~ .~. . .. - ~~ ," ,~~ . .~... ...1. '. t ". ,i~i1: - ... ___-;.;....,;. .. '11- ~ YOrk 130~ HOOS~ELT AVE. ~:I"" ",",\:~-U",.1;Nf- PO. BOX 7248 YORK, PA 11404-0248 PHONE ~p INS 717.fJ46.2222 CHRYSLER .. IDA. HANS PATRICIA A KOLODZI ;)ATE 09/18/_1 :TIUT 571 F ST Q~ S~~ CARLISLE PA 17013 PHO"-! . -,; 7 2~8-1379 .. o DISClAIMER OF WARRANTIES I UNOERS1ANO THAT YOU (THE DfALER) exPRESSlY DISClAIM AU. WAARANTJES. !lltER ~RESS OR IMPlIED. INCLUDING AtfV IMPLIED WARFWnY OF MERC~.ANr. ABIL'TY OR FlTN!SS FOR A PARTICULAR PURPOse. ANO THAi YOU NElTt-tt!A ASSUME NOR AUTHORIZE ANY OTHER PeRSON TO ASSUMe fIOR YOU ANY UABlUTV IN OONNECTlON WrrH THE SALE OF THE VEHICLE, EXCEPT AS OTHERWISE tlRo- ~lDED IN WRITING BY YOU IN AN AliAO-lMENT TO THIS CON~ACT OR IN A DOCU- ~NT DELIVERED TO ME WHEN THE VeHICLE IS DElIVEReD. W AS IS THe MOTOR VeHIClE IS SOLO .AS 8' WITHOUT ANY WARRANTY EITHER EXPRESS OR IMPUeD. THE PURCHASER WIll BEAR THE ENTIRE EXPENSe OF REPAIRING OR CORRICTlNG ANY OEFECTS 'tHAT PRESENllY EXlS1' OR THAT MAY OCCUR IN THe VEHICLE. CUS~MERS~NATU~K Since the trade-in wm eomJnue to be driwn DV the owna' afte, the order dltc and prior to p.nding delivery, the nor~ use of any vehiclo wUl CllU$Q IllO decrease in \-a:ue. A Charge of cents per mi., cr . dollar amount of S per month, pror.t.~. Will b. dlCfucted from the value ot the trade.ln at dOUvery timet. :n,. traaa.ln vallJ(: of the above listed oar is S u of thl. da. _ O....r's AlJthorizOd CU.omer', Sigrtaturt Signaturo If you cancel this purChase agl'Mment or refuse to take delIvery of the vehicle. ordered, except as permitted by law, you ShaUl at our option, forfeit as dam- ag81 -. Purchaser hereby acknOwlgdges to the above clause. Customer's Signaturo ---A~. USED VEHICLES ONl V THe! INFORMATION YOU SEE ON THE (FEC~AL TRAO! COMMISSION) WINOOW FOAM IS PART OF lHIS AGPEEM!N'T. INFORMA1l0N ON THE WINOOW FO~M OVER.. RIDES ANY CONTRARy PROVISIONS IN lH! CONTRACT OF SAle. THE COI'tTAACT PRICE OF THe MOTOR VEHICLE CANNOT BE INCReASeD AFTER THIS CONTRACT HAS BEEN ACC~O BY THe DEALER OR THE AUTliORIZEO DEAL!R REPRES!~TATIVE UNLESS TH! 'NCREASE IS DUE TO THE PASSAGE Of A LAW OR RiGULAnON Qpr 'tHE UNTeO STAniS OR ~, COMMONWEALTH WHICH: REOUlPES ADDITION OF NEW EQUIPM~ TO CeRTAIN WHICLES: CHANGES IN TRANSPORTATION OR EXISTING TAX RATES: OR. IN THE CASE OF fOREIGN MADE VEHICLES. IS DUE TO A AE-EVAlUATION OF THE UNITeD STATES COLLAR VlS..A.vtS THE CURR!NCV OF TH! COUNTRY OF MANUfI^CTUR!. THIS CONiAACT IS NOT BINDING UPON EITHER THE OEALER OR THE PURCHASER UNTIL tONED BY AN AUTHORIZED DEALER REPR&!SENTATfV!. You. THE DUYER MAY CAN~L THIS CONTRACT ^NO RECEIVE A FJU. REFUNl) ANV T1M~ BEFORE RECCIPl OF A COpy OF THIS CONTRACT QCNED I1V AN AUn 1C')~lIZEO Cr;,\LER REP. RESt':NT'ATIVE BY GMNG WRlT'l EN NOTICe: OF CAN..::ELLATlON TO THE DEA1.ER. I CERT~IIY TH I A OF lEGA OR OLDER ANC I<N !OGeo ReCEIPT OF A~OF . 1$00 ~ .....~.~v~_ 395.00 DOCl MOO AFrf FEE 55.'00 CASri PRICE e2587..00 TAX 908.122 UCENSE T~" 2':50 ~eQISTRA TlON i 33.!50 I 1. TOTAL. CASH PRICE DEUVEREC 23528. ;72 2. REBATE 2500.=00 3. CASH CIPOSIT ON OACER OCM'N PAYrJlENT CASH ON 0EUvfIIv I. TRADE IN ~500.!fa0 , LlSS S.lOTAl DOWN PAYMENT (2+3+4) 7000.09 e. \,:NPAlO ISAlANCE ~ CASH PAICE (1 . S) 16528.172 7. OTHeR CHARGES 7 t 6528. ~72 09/18/20 ~-' DATE _ REPAIR ORDER KARL F. RICHWrNE'S GARAGE 1/11 r 1?,c..~A k.D I IJJ...2 ~ . NAME 1636 YORK ROAD S7/ f :57~T CARLISLE, PA 17013 ADDRESS TELEPHONE (717) 258-3400 CITY t::fI-lt l;s \ c. p~ 1?,,/ _~ 258-6940 DATE J , SERIAL NO. . -/9-01 QUAN. PART NO. NAME OF PART SAlE AMT. YEAR & MAKE OF CAR · TYPE OF MODEL I HOME NO. J Co"1f J!)iST rkP j{... I ~ 9 J... ~orATIc.. F-I....cro S .0 L.. , WORK NO. t OlO'f JU'TOJL 10. J.I UCENSENO. Oil -J.9' I I MILEAGE J()lfto I TK. .. , f( ~~ SP,q(l1c.f~ ~. 11'0 DESCRIPTION OF WORK AMOUNT / 70 0 ,. / , PJ~ 1N~ ~J.1. oJ STATE INSPECTION I J.. - 9 3J1 p t.. u", VI4 J v<.. s. 110 J b-F-~ 1.'7 f~FTI1'~ 15~ !~, _~ l...l', tV~ " q ~/ ,.~ ~ ~. .~- _I ~~_ l.J ~ ~r .. ~fV~ P~iC7/r-; ~ F'J n~ "fJr:. rrur t5'~ , JID ll!d1 : · A~ I {~} /\ A d\ "'-~ I . 1/ lIJ-d- ":- n __ CJ I ..f) J 1 f' ~.-Il .r IU" j · elL- ' -~s: 00 GAS, OIL, GREASE, ANTIFREEZE LABOR ONLY 9' _ () 0 /, 3: i'1 /D~ 00 TOTAL PARTS> LUBRICATE . . LF RF OIL-QTS. LR RR TRANSMISSION TIRES DIFFERENTIAL OLD MILEAGE ANTIFREEZE ~~~e:CES > PARTS SHOP ACCESSORIES GAS, OIL & GREASE MISC. MERCHANDISE SUBTOTAL REPAIRS TAX j/ Y. f'J J y- rn :7:11..70 ESTIMATES ARE FOR lA80A ONLY. MATERIAL ADDITIONAl. /~ J ~ f/ AUTHORIZED BY ,-. AIIlNDlIIZE tHE __AIR TO -1lllNE A&ONG WI1If NECE_ IIA__ """ _ YIlUIl_ IIA'_TE ->EIICU! _ PlIIFoIE. Of TEItINo, INII'lClIDN DR - A' In IIIIIt AN -.. _ UEN --.-0 ON -lIENCU TO _lItE _Of -tHEAE1O. · ......... .... .. ................. no ~ IDt Iou.,..... .., ......... lit.............. "-1Dt ......... .., ..,., or..... RNId 1MIng. 18% InI~ Aft. 30 Oar- ------------------------------------------------------- TOTAL> THIS. IS YOUR . IN~9ICE " REPAIR ORDER KARL F, RICHV\lINE'S GARAGE NAME P ATf2.'i (.1' A.- I . 1636 YORK ROAD CARLISLE. PA 17013 ADDRESS TELEPHONE (717) 258-3400 CITY .-# 258-6940 DATE ~-f. , SERIAl NO. r.-OJ QUAN. PART NO. NAME OF PART SALE AMT. YEAR & MAKE OF CAR . TYPE OF MODEL I HOME NO. J r; I(~ .\ w '. \ c.,\.I 91, ~ 9.-l :rt;.,C'J, 7k. t:-ISO ,5:0 l.... ..r~- lS?9 , WORK NO. ~ ~-.J 'J ?, -.- LICENSE NO. MILEAGE , T1(. .. \ Iii} Il9 DESCRIPTION OF WdRK . AMOUNT STATE INSPECTION ~WI'tJ~ 4* -. ~." ~Z/ T (/ ,g, r_ rf; !~: .1\ III ~ -~~ IIII . "''- ~ (". ' :' . - ~ ~ .,'.)~~~.. "~ I' . ,~ lII!l .J I I!~ ~ ~ lI!. ~~ ,~ rl- u -c: t!J1 ~ V" ~~ ~A tel ~ L'-" / ~ , -- -, - , '. GAS. Oil. GREASE, ANTIFREEZE lABOR ONL Y ~f'. ~a LUBRICATE PARTS ~l h' IF RF Oll-QTS. SHOP It~ 3it ACCESSORIES lR RR TRANSMISSION GAS. Oil 2 ?S' & GREASE TIRES DIFFERENTIAL MISC. MERCHANDISE OLD MilEAGE ANTIFREEZE . k:. 7. ~U' SUBTOTAL J~9, /) REPAIRS ~~~O:CES .>.<.{s TAX r~ ,~ . ..:..~:: -: -J .t~. ,.- TOTAL PARTS.> AUTHORIZED BY . : . !..;.~, .: TOTAL> Jsr. or ---------------------------------------------~--------- ESTIMA YES ARE FOR LABOR C>>a. Y. MA TERW. ADDITIONAL. I HEAEBY AUntORIZE lIE ABOVE REPAIR TO IE DONE ALONG 'MTH NECESSARY MATERIALS YOU AND YOUR EWILOYEES MAY OPERATE ABOVE VEHICU FOR P\RIOIEI OF TEITINO. "IPEC11ONOA DElNERY AT MY.... AM DPAESS MECHNIC'I UEN.. ACICHOWLEDGED ON ABOVE VEHICLE TO SECURE 1HE AMOUNT OF REPAIRS THERETO. · II ......... hi ..........,. --.. ............, ..Iou......... .... 01... It............. ............. ..... NpIIir 01'''' IIIIIM....... 18" InI.... Aft. 30 Daya THIS IS YOUR INVOICE ;" . ,. REPAIR ORDER KARL F. ~ICHWI~E'S GARAGE 1636 YORK ROAD CARLISLE, PA 17013 TELEPHONE (717) 258-3400 258-6940 QUAN. PART NO. NAME OF PART rr~ p IJ"~ .L4 I ~ 3 't.y '. \ TOTAL PARTS ~ :STIMA TES ARE FOR lABOR ONLY. AA TERIAL AOOITIONAL. R.,JIt;~ ~-- ~ J ~j~ L V --- C7 ~'71 )-:::. J/JA I~ (?--'-~~.h /P A 17D/.s DATE , SERIAl Nn " . ii-/)..3 61/ Ji~Gt::./LIAlYJVIr'B35'l?4j- SAlE AMT. YEAR & MAKE OF CAR · TYl>E OF MODEL r HOME NO. I'-r q.5~ t:j~ F (6'O , WORK NO. nA-~q 3 / , i~G:,.. ~ g7l" , TK. DESCRIPTION OF WORK STATE INSPECTION NAME ADDRESS CITY A .<:"':;'., /) J 11l.~ 1l..I" ~1/ f?~ ~.; , / V -, rJ... 'F~ ! r~ ~~---'/~f-'1 /r - t::7 I. = I"; II I' ;.rl I'~ , ~~.. \ _1m /'" ~ Il V\ ~ (j {~\~ rv H~ ~~~ \ \ I <; ~' _ \ , \l L /r ph==' , 1\ V GAS. Oil. GREASE. ANTIFREEZE LABOR ONl Y LUBRICATE PARTS LF RF Oll-QTS. SHOP ACCESSORIES lR RR TRANSMISSION GAS. Oil & GREASE TIRES DIFFERENTIAL MISC. MERCHANDISE OLD MilEAGE ANTIFREEZo/ {/.... 7 1s- SUBTOTAL REPAIRS i~~e:CES > . TAX I HEAE8Y AUntOAIZE THE A80VE REPAIR TO BE DONE AlONG WITH NECESSARY MATERIALS 'taU AND YOUR BFLOYEES MAY OPERATE ABOVE VEHIClE FOR PUfFOSES OF TESl1NG.1NSPECTION OR DELIVERY AT MY RISK. AN EXPRESS MECHANIC'S UEN IS ACKNOWLEDGED ON ABOVE VEHICU TO SECURE THE AMOUNT OF REPAIRS ntEAETO. · · UIIdMIDod "-I" 0CIr/lPMr........ no........., lot IoN or......, "-I oil.. to ..... .... ... .... lot ........ ... ... or.... ........... 18% 1111..... Aft... 30 Daya ....... ~ f)... ~ 9~ AUTHORIZED BY TOTAL> ------------------------------------------------------- AMOUNT :J- Lf D l'J _~~ 4~ - I. 7;' 7 4f~" S~ I~ ~. fsS &J.. '7 THIS IS YOUR INVOICE ~ REPAIR ORDER KARL F., RICHWINE'S GARAGE 1636 YORK ROAD. CARLISLE, PA 17013 TELEPHONE (717) 258-3400 258-6940 QUAN. PART NO. NAME OF PART J E!ti21n '^ro.''rj Jock-AS'!. .. \ TOTAL PARTS >- ESTIMATES ARE FOR LABOR ONLY. MATERIAL ADDITIONAL. NAME f!r+TJ2 ,... c.~ A J<o' ~ b'l.; ADDRESS 57/ r Sr CITY C':U2';~)~ PA- J7tJ/3 DATE, -7-0 I I SERIAL NO. - SALE AMT. YEAR & MAKE OF CAR · TYPE OF MODEL iD.fS1 9~ ~/jf,^- "T"\C F- ISO '-'Ix"" LICENSE NOiJ~ -tl9 :J / I MILEAGE / () )' ~c') .l. DESCRIPTION OF WORK STATE INSPECTION l HOME NO. , WORK NO. J TK. ..-....... /t P'e.,./'/,1~. /!:J I~ '~.J...<, )N~I? /T~. ll~111. I) 't~ , Tm ~ II ~) - ~Li.~ n { l\A. J - \ _0 f -,1 7 If f'I fl" v_; , - l\ ~ /_ r;-" · (0 ..,. GAS, OIL, GREASE, ANTIFREEZE LUBRICATE LF LR TIRES OLD MILEAGE RF RR O'L-QTS. TRANSMISS'ON DIFFERENTIAL ANTIFREEZE ~~~e:CES >- AUTHOR'ZED BY ,- ""'-lItE - """"11:1 IE DONE"""'" WITH NECE_ IIATEIIALs """ AND WlUR EWlDYEEs IIAVClPEAATEAIOVE >EHICU! fOR -.. OF TEI11NCI.INIPEcnoN OR IlEUYERv AT lIT..... AN~" MECItAMC'a lIEN .. A<:lCNClWuDaEo OOIA1OVEIIEIOCU 11:1_ TIE _OF -....1HEAETo. ...-......--....---..,...............-.......--...- "'-- -"---.. 18% 11lI.... Aft.. 30 Daya ------------------------------------------------------- LABOR ONLY PARTS SHOP ACCESSOR'ES GAS, OIL & GREASE MISC. MERCHANDISE SUBTOTAL REPAIRS TAX TOTAL >- AMOUNT ~1. 00 ftJ.~ If. lS1 J 57. I)? ~~) /(,~. I'D THIS IS YOUR. INVOICE ~ REPAIR ORDER KARL F. RICHWINE'S GARAGE NAME pJg., rIll c1 A kolorA2.~ 1636 YORK ROAD - CARLISLE. PA 17013 ADDRESS S~J E sf TELEPHONE (717) 258-3400 CITY .cA1Z.1~ s-~ P15l /7{)/J 258-6940 DATE,. J SERIAL NO. --lC;~ I QUAN. PART NO. NAME OF PART SAlE MfT. YEAR & MAKe OF CAR . TYPE OF MODEL l HOME NO. .J.S8'- .JS2t Y ~ -I 'lOLlS irv] c..ccro tt.~ ~L 1J 7 j.,. Eo f!:A.. :n c F-~D L~OL 1 WORK NO. / ~S-5'tSO t;..A'(rj~ ,. 7. '11. liCENSE NO. 014-1" I MilEAGE 1 TK, L ~Oj'YS i...AJi~ . - bJ.1?~ r ~ rLJ . DESCRIPTION OF WORK AMOUNT STATE INSPECTION . - ~.... t ~ P(PP/l?u J~ 1&\..... -s ,-1 Itt.'''' ~ oB-C La In AI - L1 ~I'" &~ .. ~ 3 -01 / L v e,~ ~16 '3 I ~] ~ GAS, Oil, GREASE, ANTIFREEZE lABOR ONLY J!itt. ~ lUBRICATE PARTS 211. .- ~~ lF RF Oll-QTS. SHop .a, eo ACCESSORIES LR RR TRANSMISSION GAS, OIL & GREASE TIRES DIFFERENTiAl MISC. MERCHANDISE OLD MILEAGE ANTIFREEZE SUBTOTAL ECt,2 !I~ REPAIRS ~~~O:CES > TAX ~. o~ TOTAL PARTS> 21~ ~ AUTHORIZED BY TOTAL> :J I !l. !/2 ------------------------------------------------------- ESTIMATES ARE FOR LABOR ONlY. MA TERlAL AOOITIONAL. I HEAElI. AUlHOlIIlE J>tE - -... TO IE llllHEAIONa WI'" HE...........TEAIou YIlU _ """" EIIPLoYEQ ...........71 -1IEHIcIE _ ""-_ OF TEITIHQ. "1PECTJoH"" IlEUYEJIy AT IIY AISIt AN EllPAESSIIECH.wca UEN ISACICNowuoaoo DN_ YEJacu; lOlECIIIE lItE _ OF _..... TIfERETD. '''- ......._-....~................ ...........--... - ..........-. -..--...... 1.% .nc..... Aft... 30 O.p THIS IS YOUR INVOICE I I I I INTERIM AGREEMENT The parties hereto are Jeffrey S. Kolodzi and Patricia A. Kolodzi, currently husband and wife. The parties have separated and the Husband has filed a divorce docketed to No. 2001-2213 in the Court of Common Pleas of Cumberland County. Wife wishes to retain, as a portion of the marital estate, the parties' interest in the marital residence where she currently resides with her daughter. The home has been appraised in conjunction with Wife's efforts to refinance the existing obligation to remove Husband from the liability on the mortgage to Pennsylvania State Employees Federal Credit Union. The home appraised at the value of $104,800.00. The parties agree and understand that the difference between the appraised value and the mortgage payoff at the time of the settlement on the refinancing shall constitute marital property. Wife shall be charged with that value in connection with any distribution as recommended by the Court in connection with the pending divorce. Any and all rights, claims, defenses, etc. that the parties have in connection with the distribution of the marital estate are preserved for presentation before the master. This agreement only addresses the distribution of the value of the marital residence to Wife. In witness where, the parties intending to be legally bound hereby have affixed . ~ their hands and seals on this Ie; day of October, 2001. rl o.d i r/domestic/kolodzi .ag r ~iittfem8nt Statement , , . .. ' \.-..I . ---I u.s. Department of Houllna and Urban Development ~ I T OMB No. 2502-0285 B. Type of Loan 1. 0 FHA 4. 0 VA 2. 0 FmHA 5. 0 Cony. Ins. 3. (8] Cony. Unins File Number P126-027/XolodZi Loan Number 0176530703 Mortgage Insurance Case Number c. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked Ip.O.C" were paid outside of closing; they are shown here for informational purposes and are not included in the totals. ~.~~~~~~~~~~~~~~~ ~~. ... E. NAME AND ADDRESS OF SELLER: .~~~~~RESS~L~~~~~~~~ii~~~~ G. PROPERTY 571 F Sfteef LOCATION: Carlisle, PA 17013 . ". .. .. . .." .. . "." ...-...... . .a... a ... " '" .... ..... . . .. ........... ..... ..... .." '" "0" ..... . ....... . . ... .......... .... '" ....... .. ..... . '" ...... . . ............ .... ." . .... ....... '" .". ....... . . .-........ ... I. SETTLEMENT DATE: 10/19/2001 J. SUMMARY OF BORROWER'S TRANSACTION 100. GROSS AMOUNT.DUE FROM:aORROWER:... .'.' .':'.": ". :'. . ~.:'..: 101. Contract Sales PriCe. . : ~":~ ::::' ,<: ".; 102.Pe~onaIPmperty 10~.~~~~L~ lo.borMWer:'."..:'.';;':;d."'.' .. (frOm::n~e':1:4CJof:' : ".:;:;;:::. 104. 105.~; .. RESCISSION DATE: 10124/2001 K. SUMMARY OF SELLER'S TRANSACTION ':400.: GROSS.:AMO.UNT.:PUE 'TO.;'SELLER: :.(:. :",' . . . ......' c. <; .401 /ContracfS.ies:Prlce:~:::::::':'. 402.Penonal ~ml~rty .:,' ...... ..~...... ... ~'~3.:..2V/ X/~~:;@'::~+L .':. ;:.S;:.:';:;:;;":,~~~~;~~~;~:Di I'.",.., ....:::::"Y'" ; ',.hi;,:" ....y:.,. .,if;;;i,~:: 404. .. ;405." -'-- ..- '::':',,: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 1oe~'citYitOWritIX..<, " .to/i,.. ..:.: "';:'/:,":::.: :~,:,:::: 107. County Taxes to '108~ As_menta...... .~=>c:., 109. '.::::.',.> ..c ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: .::+;i<.?:l >408.~:;citylt~TT~~~:>/:.gr:::\i. "'i.'.:,;.(j:;j::.:><to 407. County Taxes to ..' <L:.: -:: . .... /~08>AI~..m.~~:)) (:, ::,( :::]0 409. !':::i: .;\.. 110. 111. 112. . ":.;.,.:/..::>>:>=.;;. '410. 411. ...::....... ft :......, ',:. .' c..~' .:'/:...~'.;.::.~:.~~ .::. .:,:: .:. '::!':..:.'; "'.. :--:.;. ,:c. .::t. :.. ,/.". .;...:.... 120. GROSS AMOUNT DUE FROM BORROWER: $90,564 · 02 420. GROSS AMOUNT DUE TO SELLER: 200~,:AM,OUN:TS:PAID~i.BY:OR.IN.. BEHALF:;OF\BO~ROW$R~/!.:;":.::,,\:y;+.:}::::;:~/<::,",:\/~.~.::'i .;$oQ;;!:REDU:9t'O~S;J~;:AMo.UNT:: DUE ;TO SELLER: ., 201. Deposit or earnest money .. ". . 202. Prindpal.amount of new loan(s) 203. Existing 108n(s) taken subject to 204. ... 205. 206. 207. 208.... 209. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: :>,::: '.:' 501. Excess deposit (see instrudions) .. ... .. . . .. <'.:' $94 ,300 ~ .Oti '502/.S.ttIe",ent:Charge."to~:'.IIer. (1i~':1400) ;~~"... 503. Existing 108n(s) taken subjed to -. . . . ... . . . . /.:, .:> .:504.~.i.P8yo"~or:first"mortgag.: lOan .::. :,': . 505. Payoff of second mortgage loan ... .:.):-'" :b)...., .,:<.:. .:506>::::' ".::"'; '.. ..:. :~. c ... ;: c, .; :"'. .,-. -;: :::.: ,. .;)::. :..; : .. ,..>,;::;;..;;. ,/.: ..c '. :'..' 507. ., ~0.8;: 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. City/town taxes . . ;. ':! 2f1~.::CountY:..Xei.'.;. :::'" .. 212. Assessments 213~ to ';; :;::-::: '.. : ...,..::::. :.... ,:.:.:':.' ':'.' ::.. ,,:: )\::. ..c...... . c., ':'.:' .. 510. City/town taxes to .. . ..... ... .". . .. :::... . :,,~;;::. ::,. tiiWY:51i1ijiCo~ntYJ.x.,<:!;':~~;:/i~:~,~;!i(f<>:;;d;~;):(;; ;<ii':;i:::d\:;~;: to 512. Assessments to ',.. '::. ':::."?:.'.. :,,'. -..-....".:,..:: :';..:;~;:~;:.~::~:';~ '.: >~\;~ .:.':.,;.:)>..,.:::;:.... to '..: 1:\ ... :.. 514. :,'<:?/."::':,:::.:: :.-:. :c.';', ).:", .::: . >:...: ;;:\' .:<.. /: .:::." :.,: 'i!/i: '515:~': '::.)'. '::-:;: :<' :/\:,: ;-;~~>; 516. ,:::: ,:::.' ..y..... y:"';:/::' ;F;- 517.:,.' .;;;t+:: 518. '.. >;:::: :-.(:-/ 519;<'-;:'. ..:):::::.:'/:i .:,,: .::: ..,..;;/:;: 220. TOTAL PAID BY/FOR 520. TOTAL REDUCTIONS BORROWER: $94,300. 00 IN AMOUNT DUE TO SELLER: .. ..... . . ~OO~;;CA~H ;Ar,:SETTLEMENT~ FROMITO;. BORROWER~i6>~<Y: : :.:1~i/<:..~);::,./:.<>/)i./. :.~PO-~LGAStli~ATiji$.(;TTLEMEN1;~!TQ~Ff.ROM SELLER :;;:.:';. 214. ...) 215/';:;:.'; ,,('.<. : :......: .... 216. '.:'.'217/.::::-; :~:::' :::;~;:. . ... 218. ..~.::219~.'.:,/:.:,../.:. :;~\":.:::;~.".: >:.:::..". :', '.:' '. .;' .('.;..:c' ';~;.: : :.' :/;.~..:; ..c .. ..';" 301. Gross amount due from borrower (line 120) . . .. . ...... 302~:. Le~~;amountP'ald.bY/(or borrower(lI~e:~:220):::;:::~; ~ ':... .::: 303. CASH ( 0 FROM) (00 TO ) BORROWER: $90,564 . 02 601. Gross amount due to seller (line 420) ,_. . ........ . .... ..... ....". . \>.</. >$.94j30:0~{(iO .:~02;:;.Le$~:.tedIJctl~.n~)n;. amtJdue::$E!lIer. (line 520):.. ; $3, 735. 98 603. CASH (0 FROM) (00 TO ) SELLER: HUD-1 (3-86) - RESPA. HB 4305.2 PAGE 1 Jl86) ~. OMS No. 2502'()265 . '.SETTLEMENT CHARGES....:. ----.-:. ......J (OTAL SALES/BROKER'S COMMISSION J BASeD ON PRice <<I %= PAID FROM BORROWER'S FUNDS AT SETTLEMENT PAID FROM SELLER'S FUNDS AT SETTLEMENT DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: 701. 702. 703. 'Commlsslon paid at settlement 704. 800. ITEMS PAYABLE IN CONNECTION WITH LOAN: to to 801 ~ Loan origination fee .% ..to .: F:irllt'::.United. Hor;tgage S.rv:ic:e_ ,.. ..., :':.. :./:-" '. ::::: $471..50.: 802. Loan discount % 803. AppraIsal fee to: .:. . Ei.rlft . United .:;Hortgage. Services; Inc~.'. ::/:.-:' " $225.00 804. Credit report to: First United Mortgage Services, Inc. $50.00 80S.. Lend"'. inspection fee . . .: . . .. .... . , .: : .. . 806. Mortgage Insurance application fee to 807,. AIIumptlon f.. :'. .'. :. .':: .. . . ., :.. '::.: 808. COIIIIIIitment Fee to Sovereign Bank $270.00 809~:.:Docf::prep'..Fee to FUMS . , .:.::.: $175..00 810. Overnight Hail Fee to FUHS $29.00 811...:~r..:.:::to::::FUHS.: .L,rOllJ Sover.eign: .($4 71 ~ 50).: POC.. .. . :. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE: 901. Interest frain ' , . ' 1.0/24/2002 .' .to:-: .' . 1.0/32/2001.' ..'0:':: $1.8:. 31/day $1.46.48 902. Mortgage insurance premium for mos. to 903. HazMt inswance premium for : yrs. to . . , 904. Flood insurance premium for yrs. to 905. . . . .. .. . 1000. RESERVES DEPOSITED WITH LENDER: 1001. Hazard in1Uf'8nC8 : 4....00 months 0 . 1002. Mortgage Insurance months 0 1003. City property taxe. months 0 1004. County property taxes 9. 00 months @ 1005. Annual asselsments months @ 1006. Flood insurance months @ 1007. School 2'axes . 5. 00. months @: 1008. month. @ 1~. A re ate Accountin Escrow Ad ustment 1100. TITLE CHARGES: $325.53 $23.67 per' month. per month . per month $36. 17 per month per month per month "'$'81'. 63 per month>. per month :$94 . 68: $408 . 15:~ ($262.4&) :' 1101. Settlement or dosing fee to 1102. Abstract or.tiUe search to. 1103. Title examination to 1104. Title inlurance binder to 1105. Document preparation to 1106. Notary'f...IO:' ." . :.Cash 1107. Attorney. fees to (includes above items Numbers: 1108. TItI.:insur8n~ to', :,'0' Brien,.. :Baric',.& ..' Scherer . (includes above items' Numbers: 1202-1'1. OS. 1107-1111- 1109. Lender's coverage 1110. Owne(.covw . $853. 75. 1111. End 11.00-$50/1300-$50/1900-$50 1112. IlUJ.. Closing Ltr 1113. 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES: . '. "'$20.00. '. $35.'00. -:.. 1201, Recording feel; Deed . . . $25 .50, ': Mortgage $45..:50. :: Releases $71.00. . , .. 1202. City/county taxl.lamps: Deed ; Mortgage 1203. State tIDC/81M1p1: . Deed : ~gage. ,. .. 1204.AstJignment of Mortgage $14.00 1205. 1300. ADDITIONAL SETTLEMENT CHARGES: 13D1~:.Sln8)f to:.. '.. 1302. Pest inspection to 1303: '.PSBFCU:".(Payo~~ .Act ',.165621.20280299) 1304. O'Brien, Baric ~ Scherer 1305:' .::-:;. :.::.)>:.}::::.:--:-:: 1306. 1307.. 1400. TOTAL SETTLEMENT CHARGES $90,564.02 I have ca reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belie', it is a true and accurate statement of an receipts and dilbursements mIIde on my ccount r by me in il transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. ~ ^ -/1'1 ./ Sener or Date!' /.J - 7-(j Agent: Date: Borrower: u, "J. ~111 ~ It III 1",1 Seller or ~ ~ -' t:. ate: lO- ,. Agent: Edward L. & Mildred M. Hockenberry Date: The HU0-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or win cause the funds to be disbursed in accordance with this statement. seWeme~tAgen~ Robert L. O'Brien WARNING: It 'I. crime to knowingly make falae atat.ments to the United Statel on this or any other limilar form. Penalties upon conviction can Indude a fine and imprtaon- rrienl For detaill"': Title 18 U.S. Code Section 1001 and Section 1010. Date: 11, fJu'! Oate: In the Court of Common Pleas or County t Pennsylvania Plaintiff Name: ~\.C-.~~ {:.I)\"t)~\. Defendant Name: Docket Number: PACSES Case Number: Other State ID Number: Please aote: AD correspoadeace must iaclude the P ACSES Case Number. Income and E"l)ense Statement THIS FORM MUST BE FILLED OUT (If you are self-employed or if you are salaried by a business of which you are owner in whole or pan, you must also fill out the Supplemental Income Statement which appears on the last page of this income and expense statement. ) INCOME STATEMENT OF rex. -\ n c...\..~..... \;.0\0 Jl ~l I verify that the statements made in this Income and Expense Statement are true and correct. I understand that false statements herein are subject to the criminal penaltie f 18 Pa. e.s. fi 4904, relating to unsworn falsification to authorities. Date INCOl\1E: Employer 5tl.\~ Address Type of Work c\eA.~.\..~ \ Payroll No. Gross Pay per Pay Period $ I ~ \ '\ '-\ Pay Period (wkly., bi-wkly., etc.) M ~~ Itemized Payroll Deductions: Federal. Withholding $Y.s- Social Security $ ) '-fi Local Wage Tax $ 9 State Income Tax $2531 Retirement $ Savings Bonds $ Credit Union $ Life Insurance $ Health Insurance $ Other Deductions (specify) M I \eAy.. . $ 2..2l S\J~f'ie.s, $~ Net Pay per Pay Period $ (p 71 ~ Service Type M I nCOO1t: and l Expensa Slareolenr - OTHER (Fill in Appropriare Column) INCOME - WEEK MONTH YEAR Interest .S S S Dividends Pension Annuity Social Security Rents Royalties Expense Account Gifts Unemployment Compensation Workmen's Compensation IRS Refund Other Other TOTAL $ S ,$ , TOTAL INCOME $ PACSES Case Numbc=r (FilI in Appropriate Column) EXPENSES WEEK MONTH YEAR Home Mongage/ReDt $ $ ~ 1& crloJ $ Maintenance 200 Utilities Electric as- Gas Oil Telephone toO Service Type M Page 2 of 6 Income and Ex.perute Statemenl (Fill in Appropriare ColuDIn) EXPENSES (continued) WEEK l'iIONTH YEAR Waier S S I~ao S Sewer Employment Public Transponarion S S S Lunch Taxes Real Estate $ S S Personal Propeny Income Insurance Homeowners "$ $ S Automobile 7fJ Life 27 ,r Accident Health Other Automobile Payments $ S 3{) '-/ ~ $ Fuel 100 - Repairs - - Medical - Doctor $ $ , (3b $ Dentist -<' t OnhodODtist I l - PACSES Case Nunl~r Service Type M Page 3 of 6 I nc 0 me: and I ExptlJSel Sraremc:nr EXPENSES (Fill in Appropriare Column) (continued) WEEK MONTH YEAR Hospital Medicine Special needs (glasses, braces, onhopedic devices) Education Private School $ . $ S Parochial School College Religious Persona) Clothing $ $ SO $ FOOd 300 BarberlHairdresser 5S- Credit Payments: Credit Card Charge Account Memberships Loans Credit Union $ $ $ Miscellaneous Household Help S $ $ Child Care ..300 Pape~/Books/~aganne to Enrenainmenr ~ Pay TV 32...!b Vaeadon 300 PACSES Case Number Service Type M Page 4 of6 'ncome ~ Expense SratemeOl EXPENSES (FiJI in Appropriate Column) (continUed) WEEK ~IONTH YEAR Gifts ~OD Legal Fees Charirable Contributions 80 Other Child Suppan Alimony Payments Other $ $ S TOTAL EXPENSES $ $ S PACSES Case NUDlbc:r , , I . PROPERTY Ownership . DESCRIPTION VALUE OWNED H W J Checking Accounts $ Savings Accounrs Credit Union Stocks/Bonds Real Estate Other TOTAL $ POLICY' Coverage. INSURANCE C01\tfPANY H W C Hospital Blue Cross Other Medical Blue Shield Orner I * H - Husband W - Wife C - Combined J _ Joint Page 5 of 6 Service Type M lnc:omc and. ExPcnse Sraremem - Covera.e . INSURANCE COJ\.fPANY POLICY I H W C Healthl Accident Disability Income - Dental - Other - P ACSES Case Number , I I . * H - Husband W - Wite C - Combined J _ Joint a. This form is to be filled out by a person (I) who Operates a business or practices a {>rofession, or (2) who is a member of a Partnership or jOint venture, or (3) who is a shareholder in and is salaried by a closed cOrporation or similar entity. b. Attach to this statement a copy of the fOllowini documents relating to the pannership, jOint venture, business, profession, cOrporation or SImilar entity: (I) the most recent Federal Income Tax Return, and (2) the most recent Profit and Loss Statement c. Name of business: Address and telephone number: d. Nature of business (check one) (I) partnership (2) joint venture (3) profession (4) closed corporation -- (5) other e. Name of accountant, COntroller or other person in charge of financial records: Su p DIem en tal Income Statement f. Annual income from business: (1) How often is income received? . (2) Gross income per pay period: (3) Net income per pay period: (4) Specified deductions, if any: Service Type M Page 6 of 6 t M \ \ _-1!" "." _ ~ 006 0.* 974-t 1,395-~ 1 , 29 G - 5 J. 1,080- .15t 1 ,297 -05~ 1,121-t 7,163-70 'i , 1 6 3 - 7.;- 6-= 1,193 -95* . I I . \ " , , -l ( (J,~~ ~ , . , J' t& \~ l\ · ~\ i I ()~~ ~ ~ . : ~.\O, (~liJ (~) LQ.{)~ Qr ~ ,'~T _~: ,; 15 tt, I Unll,. g-~( g) qa.oo Ql ',', ,~~ D!:l}~ ~ ~4 ~_ : ~ IS e.. c;l ~\Xllo) ~_ ',l:btll( ~ k1~~~iVl~'~I~~I~\.OO~_ ~ ~\~ to ~~~. \. ~U · ~\'~..) G '1 } ~.oo (\v - r:it': J t..::'~ 8 J_Ct :\flt(kY\.,~ ~~) le9S.Ol) C!y - .~ . ~~ i\ <(b ~ ~~~\Cl ~~; 9t:;~~-, ~C\ ()~~C I~~ ~ a8 ;:{'(\~ mu - - qD,OQ ct - p~p l-\C\\~ i~ ({Ie 4 \~ (" -ru..e.. ~\\.~ aC\ IC).Qt) OcG 1~ ,~ ~\p'h. \ q 20 - L Cf?t ~ 1':" c \-'~n - - - .n~ 0W&.o\1c. c9a 115. J, ~~~ \~ lao C'L- ~ :\~ ~ ~:_ -~ 01e ~ ~ sa Clc-- : ~_ __ c9b __, \\c,\ ,6 '\:9 ex, .".,- r , - ----r- f ( -', -----1 ~ .-- I I., rl1. ~ ~\ \)c~ JlbA\6F ~f ~\~ '0w <'aQ:)~ :w; \~hfl L\~\-C ;0 l~ ~\, 't5; B .' Q~ ~". q ill , "S:.> CY - l( l&,C)b ~_ \d- ~lD. ~_ '5 Q:) ~ _ 1 S. '10 QY ,- \~ &e.~- ( -r ~ -1 ifw, I ~\'\}DO ~ "l1:f I &S alo ( ~ ( 1aC:>. c-- 'llc Qy- 8;JSl:;) ~ - ~. ~ \)~~ '1c c?-c- \\)'e.. ~\\~ d qlo ~_' \.Ufd. ~~\l~. ~ ~; ~ ~~\~~~~~ ~, I~~~ -~ ~~~k ~ LS~ ~ ~ 8 ~4_ ~~ ~ q ~OS lcb Q( \htt ~~ '~~~ \t3- \ <::; , ,. . ~- . -. .- " - . \1.9 '(G,~ ~ (;~~'v. . &, ~.\'t~ rt · '\t"b\o \\c\\ ~ 0\L l' f ~b f' (( - 19 \t:K rv _ ~I"~ u- mAt::) \:-\b\l~\b ln4~ flb\O ~\\ . ''1 ID Cl.-- ~C- \..:)c.. q <06, (~ -:: tv.,- ~ a\ \tb{~- ~ <.~cy.", ~ qlcex- a~, lc/)'f-'?), ~ _ J- , ---- --- : t \ \t~.. cA 6l. ()~~\c. ,~ O\'7C~ I .--- . "' ) ~~€tt q - -- .' \ \.t 9-." c")\ ~).....~ I~ : kl <1x.. t. 'U-H \lJ; ~ '1 ~. ~~~- ~\\l ~ -~ l CX5 ex.. ~ Q ~~ ~~:. l~:- & ~. ae q ~-_ J J 121 ~ ~- -- 'c36.ct:> :: 40,'"b - ~ . · C)~~~. r~\dl- ~IU'(\i- l · , , 1 l t ! ~\1.-~f _ .;~ ~\\.~ 6 <>t\c,.(t:)~_ ~~ ~.ttA,' ~ <b cy J . ~' .. : . ~\.X.'-\ '" ~'coc.~- ~WI\' (:)\)~G..~ l.J> o1.S1'\ c:y _ I i ~'L\ O\..c...~x.., \3b ~... a~ = = \ ~ =- = ~ 60 - i - .- - :- L 1- } _/ - F orn. . 1040A Depanment of the Treasury-lntemal Revenue Service U.S. Individual Income Tax Return (99) 2001 IRS Use Only-Do not write or staple In this space. r Yo.. fISt name and in'" Last name ., Ot.JB tlo., 15~0085 Label \ ~ i ~ i (See page 19.) L . Yaw social secuIlJ lUllbel' A PATRICIA A KOLODZI . 169: 60 i 3159 B If a joint retlm. spouse'S frst name and inlia' Last name Spouse's socill securitJ ...... E Use the L . . . . I RS label. H Home adct'ess (numb<< and s..1). If you have a P.o. box. see page 20. 1 ApL- Otherwise. E 571 F STREET . Important! . please print R or type. E City, town << post oIr1C8, state, and ZIP code. If you have a foreign address. see page 20. You must enter your "- CARLISLE, PA 17013 ~ SSN(s) above. Presidential Election Campaign ~ (See page 20.) , Note. Checking .Yes. will not change your tax or reduce your refund. Do you. or your spouse if filing a joint return. want $3 to go to this fund? · ~ You Spouse DYes [i]No DYes DNo Filing status Check only one box. Exemptions If more than seven dependents. see page 22. Income Attach Form(s) W-2 here. Also attach Form(s) 1099-R if tax was withheld. If you did not get a W-2, see page 25. Enclose. but do not attach. any payment. Adjusted gross income 1 0 2 0 3 0 4 5 0 6a [i1 V ourself. If your parent (or someone else) can claim you as a dependent on his or her tax return, do not check box 6a. b 0 s .pouse - C Dependents: (2) Dependent's social (3) Dependent's (4)../if qualifying relationship to child for child security number tax credit (see (1) First name Last name you page 23) MEGAN M KOLODZI 197: 74 :6904 Daughter liI I I 0 . . . . 0 . . . . . . 0 . . . . 0 . . . . . . 0 I . I I 0 . . . d Total number of exemptions claimed. 7 Wa es salaries ti s etc. Attach Form s W-2. 7 8a Taxable interest. Attach Schedule 1 if re uired. 8a b Tax-exem t interest. Do not include on line 8a. 8b 9 Ordina dividends. Attach Schedule 1 if re uired. 9 10 Ca ital ain distributions (see a e 25). 10 11a Total IRA 11b Taxable amount distributions. 11 a (see a e 25). 11 b 12a Total pensions 12b Taxable amount and annuities. 12a (see a e 26). 12b 13 Unemployment compensation, qualified state tuition program earnings, and Alaska Permanent Fund dividends. 13 14a Social security 14b Taxable amount benefits. 14a (see a e 28). 14b 15 16 17 18 our total income. 16 ~ 15 } No. of boxes checked on 6a and 8b 1 No. of yo.- children on Ie who: . lived with you . did not live with you due to divorce or separation (see page 24) --L o Dependents on Be not entered above o Add numbef's Q entered on lines above 2 7 928 ,- 420 8348 18 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 53. 19 ~ 19 8 348 Cat. No. 11327 A Farm 1040A (2001) 169-6 20 1~9. Page 2 8,348 Form 1040A (2001) PATRICIA A KOLODZI 20 Enter t e amount from line 19 Tax, credits, and payments Standard Deduction -- for- . People who checked any box on line 21a or 21b or who can be claimed as a dependent. see page 33. . All others: Single, $4,550 Head of household, $6,650 Married filing jointly or Qualifying widow(er) , 57,600 Married filing separately, 53,800 If you have a qualifying child, attach Schedule EIC. Refund Direct deposit? See page 47 and fill in 43b. 43c. and 43d. Amount you owe 46 Third party designee Sign here Joint return? See page 20. Keep a copy for your records. Paid preparer's use only ross income . 21 a Check {D You were 65 or older 0 Blind } Enter number of 0 if: 0 Spouse was 65 or older 0 Blind boxes checked ~ 21 a b If you are married filing separately and your spouse itemizes deductions. see J>age 32 and check here . . . . . . . . . ~ 21b 0 22 Enter our standard deduction see left mar in. 23 Subtract line 22 from line 20. If line 22 is more than line 20, enter -0-. 24 Multi I $2,900 b the total number of exem tions claimed on line 6d. 25 Subtract line 24 from line 23. If line 24 is more than line 23. enter -0-. This is our taxable income. ~ 25 26 Tax includin an alternative minimum tax see 26 27 Credit for child and dependent care expenses. Attach Schedule 2. 28 Credit for the elderly or the disabled. Attach Schedule 3. 28 Education credits. Attach Form 8863. 29 Rate reduction credit. See the worksheet on 30 Child tax credit see a e 36 . 31 Ado tion credit. Attach Form 8839. 32 Add lines 27 throu h 32. These are our total credits. Subtract line 33 from line 26. If line 33 is more than line 26, enter -0-. Advance earned income credit a ments from Form s W-2. Add lines 34 and 35. This is our total tax. Federal income tax withheld from Forms W-2 and 1099. 38 2001 estimated tax payments and amount a lied from 2000 return. 39a Earned income credit EIC. b Nontaxable earned income. 39b 40 Additional child tax credit. Attach Form 8812. 41 Add lines 37, 38, 39a, and 40. These are our total a ments. 42 If line 41 is more than line 36, subtract line 36 from line 41. This is the amount ou over aid. 43a Amount of line 42 ou want refunded to ou. ~ b Routing number LL.L.L.l-l-l-1- ~ c Type: 0 Checking 0 Savings ~ d Account number 44 Amount of line 42 you want applied to your 2002 estimated tax. 44 45 Amount you owe. Subtract line 41 from line 36. For details on how to a, see a e 48. Estimated tax enalt see a e 48 . 46 Do you want to allow another person to discuss this return with the IRS (see page 49)1 iii Yes. Complete the following. 0 No Designee's Phone Personal identifICation r-r-r-TII name ~ PREPARER no. ~ () number (PIN) ..~ Under penalties of perjury, I declare that I have examined this retum and accompanying schedules and statements. and to the best of my knowledge and belief, they are true. correct. and accurately list all amounts and sources Of income I received during the tax Yel6, Declaration of preparer (other than the taxpayer) is based on all information of which the preparer has. any knowledge. Your signature Date Your occupation ~ Spouse's signature. If aJoint return, both must sign. Date Spouse's occupation ~reparer's ~ Date Check If Signature , 03127/2002 self-employed iii Firm's name (or ~ ACCOUNTING ASSOCIATES EIN ~~~r~~~~:I~deil~ol~: , 1849 WEST LISBURN ROAD. CARLISLE. PA 1701 Phone no. 22 23 24 6,650 1,698 5,800 o 27 29 30 31 32 33 34 35 36 37 33 34 35 ~ 36 o 37 954 38 39a 2,428 ~ 41 3,382 42 ~ 43a 3,382 3,382 ~ 45 Daytime phone number ( 717) 258.6671 Form 1040A (2001) In the Court of Common Pleas of J County, Pennsylvania ~ c/-. :/;) 13 fu:J Plaintiff Name:~~l~~Cl\.- t:..e\-o&3'- Defendant Name: Docket Number: PACSES Case Number: Other State 10 Number: Please Dote: AD correspoodeace must hxlude the P ACSES Case Number. Income and Expense Statement THIS FORM MUST BE FILLED OUT (If you are self-employed or if you are salaried by a business of which you are owner in whole or pan. you must also fill out the Supplemental Income Statement which appears on the last page of this income and expense statement.) INCOME STATEMENT OF -Pa... -\- n C-.\..c, ~()\D JL ~l I verify that the statements made in this Income and Expense Statement are true and correct. I understand that false statements herein are subject to the criminal penaltie f 18 Pa. e.s. fi 4904, relating to unsworn falsification to authorities. Date INCOME: Employer :stl.\~' Address Type of Work o\~~"'""-G \ Payroll No. GrosspayperPayperiodS I, \ '\"-\ Pay Period {wkly.. bi-wldy..etc.) M~~ Itemized Payroll Deductions: Federal.Withholding $YS- Social Security $ ''-f'-f Local Wage Tax $ 9 State Income Tax $ 2531 Retirement $ Savings Bonds $ Credit Union $ Life Insurance $ Health Insurance $ Other Deductions (specify) Ml \ecLy. . $~ SV~f"e..s, $~ Net Pay per Pay Period $ (p 71 'i1: Service Type M Income and Expense Statenlent PACSES Case Numb(r OTHER (Fill in Appropriate Colunm) INCOME WEEK MONTH YEAR Interest .S S S Dividends Pension Annuity Social Security Rents Royalties Expense Account Gifts U nemploy"ment Compensation Workmen's Compensation IRS Refund Other Other TOTAL $ $ $ TOT AL INCOME $ (Fill in Appropriate Column) EXPENSES WEEK MONTH YEAR Home Mongage/Rent $ $ <?I& ~ $ Maiotenance 200 Utilities Electric as- Gas Oil Telephone fDO Page 2 of 6 Service Type M Income and Expense Statement PACSES Case Nunl~r (Fill in Appropriate ColuDm) EXPENSES (continued) WEEK PtIONTH YEAR Water S S /5ao $ Sewer Employment Public Traosponation $ $ $ Lunch Taxes Real Estate $ $ $ Personal Propeny Income Insurance Homeowners .$ $ $ Automobile 70 Life 27 ,. Accident Health Other Automobile Payments $ $ 30 t.J ~ $ Fuel 100 Repairs Medical Doctor $ $ , ~b $ Dentist -<' Onhodontist 1,- Page 3 of 6 Service Type M I nconle and Expense: Statenlent PACSES Case Number (Fill in Approprialc Colunm) EXPENSES (continued) WEEK PtIONTH YEAR Hospital Medicine Special needs (glasses. braces. onhopedic devices) Education Private School $ .. $ S Parochial School College Religious Personal Clothing $ $ SO $ Food 300 BarberlHairdresser ~S- Credit Payments: Credit Card Charge Account Memberships Loans Credit Union $ $ $ Miscellaneous Household Help $ $ $ Child Care 300 Papers/Books/Magazine to Entenainment 2$' Pay TV 32....~ Vaeadon 300 Page 4 of 6 Service Type M In4.:nnle and Expense Statenlent PACSES Case Nunlber (Fill in Appropriate ColuDUl) EXPENSES (continued) WEEK PtIONTH YEAR Gifts 300 Legal Fees Charitable Contributions 60 Other Child Suppon Alimony Payments Other S $ $ TOT AL EXPENSES 1$ $ $ PROPERTY Ownership * DESCRIPTION VALUE OWNED H W J Checking Accounts $ Savings Accounts Credit Union Stocks/Bonds Real Estate Other TOTAL $ POLICY # Coverage * INSURANCE COMPANY H W C Hospital Blue Cross Other Medical Blue Shield Other * H - Husband W - Wife C - Combined J - Joint Page 5 of 6 Service Type M Income and Expense Stateo1C:nt PACSES Case Number COyerale · INSURANCE CO~IPANY POLICY' H W C Healthl Accident Disability Income Dental Other * H - Husband W - Wife C - Combined J - Joint SUDolementallncome Statement a. This form is to be filled out by a person ( 1) who operates a business or practices a llrofession, or (2) who is a member of a partnership or jOint venture, or (3) who is a shareholder in and is saIarie(l by a closed corporation or similar entity. b. Attach to this statement a copy of the followins documents relating to the partnership, joint venture, business, profession, corporation or similar entity: (1) the most recent Federal Income Tax Return, and (2) the most recent Profit and Loss Statement c. Name of business: Address and telephone number: d. Nature of business (check one) ( 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: (1) How often is income received? . (2) Gross income per pay period: (3) Net income per pay period: (4) Specified deductions, if any: Page 6 of 6 Service Type M () c.= ;:g :~; ~.- ()Jr" ......:.. ..... ~i~ ~3 -, 'Si .:::> (f'i (:) f'"\J (....... C:: r- o ~.,.., -:-:~~ " "'r; ~i~ ; C!J \..0 --0 '-}(j ....; ..ri :_~' ,?;? '-.... ' _._~ "'l~ :0 -< :~~ JEFFREY S. KOLODZI, Plaintiff v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION - LAW PATRICIA A. KOLODZI, Defendant NO. 01-2213 IN DIVORCE CIVIL DIVISION INVENTORY AND APPRAISEMENT OF PATRICIA A. KOLODZI Defendant files the following Inventory and Appraisement of all property owned or possessed by either party at the time this action was commenced and all property transferred within the preceding three years. Defendant verifies that the statements made in this Inventory and Appraisement are true and correct. Defendant understands that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Dated: 7-/7 - O/i ASSETS OF PARTIES Defendant marks on the list below those items applicable to the case at bar and itemizes the assets on the following pages. If an item has been appraised, a copy of the appraisal report is attached. ( ) ( ) (X) (X) ( ) ( ) ( ) ( ) ( ) (X) (X) (X) (X) (X) (X) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) 1. Real Property 2. Motor Vehicles 3. Stocks, bonds, securities and options 4. Certificates of Deposit 5. Checking Accounts, Cash 6. Savings Accounts, Money Market and Savings Certificates 7. Contents of safe deposit boxes 8. Trusts 9. Life Insurance policies (indicate face value, cash surrender value and current beneficiaries) 10. Annuities 11 . Gifts 12. Inheritances 13. Patents, copyrights, inventions, royalties 14. Personal property outside the home 15. Business (list all owners, including percentage of ownership, and officer/director positions held by a party with company) 16. Employment termination benefits-severance pay, workman's compensation claim/award 17. Profit sharing plans 18. Pension plans (indicate employee contribution and date plan vests) 19. Retirement plans, Individual Retirement Accounts 20. Disability payments 21. Litigation claims (matured and unmatured) 22. MilitaryN.A. benefits 23. Education benefits 24. Debts due, including loans, mortgages held 25. Household furnishings and personalty (include as a total category and attach itemized list if distribution of such assets is in dispute) II Trish Living Room Antiq ue table ................................................. 0.00 LLRS ..................................................... 170.00 R CA TV .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.00 Swag lig ht ................................................... 8.00 Gun ca bin et . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 30. 00 Floor light . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.00 Touch light . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.00 Area rug . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.00 Fan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.00 Wall hangings ............................................... 12.00 Accessories & decorations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 Kitchen J e n n air refri g e rato r . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 . 00 Sma II a p p I i a n ce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 . 00 Pots & pans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.00 Dishes/g lasses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.00 Small kitchen accessories ...................................... 18.00 Accessories & decorations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.00 5 pc. dinette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85.00 Pie safe .................................................... 70.00 Bedroom 3 pc. oak bed room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415.00 two stands ................................................... 8.00 Rad io/clock/telephone ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.00 Table light ................................................... 5.00 Vacuum cleaner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 Accessories & decorations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.00 Basement Recliner chair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00 o rg an. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 . 00 Sofa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.00 Table light ................................................... 4.00 Wicker cabinet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.00 Washer ................................................... 140.00 Dryer ...................................................... 70.00 Shop vac ................................................... 12.00 Toto snowblower .................................. . . . . . . . . . . . 35.00 Rocking chair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00 Fa I din g ta b Ie. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 5. 00 Ladder ................................................. · · · · 60. 00 Wheelbarrow ................................................ 12.00 Weed eater . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · · · · · 5. 00 M isc. tools .................................................. 12 · 00 MISCELLANEOUS Mortgage pay-off ($87,463.39) $104,800 appraisal. . . . · · · · · · · · · ., 17,336.61 One-half CD received by wife ................................ 4,247.86 Ford F -1 50 T ru ck ...................................... 4, 500 · 00 Jeffrey Camcorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · · · · O. 00 H owa 270 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · · 160 · 00 Pinball .................................................... 135. 00 York weig ht ................................................ 150. 00 P 00 I ta b Ie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · 65 · 00 Chi n a ca bin et . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · 75 · 00 Honda mower . . . . . . . . . . . . ~ . . . . . . . ., . . . . · · · · · · · · · · · · · · · · · · · · · · 25. 00 Jack sta n d ................................................... 5. 00 Miscellaneous ............................................... 38.00 Pair micro. . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · · · 20.00 Recli ner .................................................... 55. 00 Ruger M66 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · 21 O. 00 P air B a retta ................................................ 430 · 00 Smith & Wesson ............................................ 275.00 State Police car collection (see attached list) and other collectibles. Wife may seek separate appraisal ............. Unknown Chevy corvette ........................................... 4,600.00 Chevy co rs i ca ............................................ 2,000 · 00 Kawasaki ............................................... 2,000.00 Firearms (may duplicate the individual pieces valued above) 1,000.00 Undistributed One-half CD (remaining) .................................... 4,247.00 PSECU checking . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · ., 1,380.80 Retirement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · · . · . · . . · . · .. 25,862. 76 I Defe rred com p . . . . . . . . . . . . . . . . . · · · · · · · · · · · · · · · · · · · · · · · · ., 1 8,4 5 8 · 00 II Rob/Domestic/Kolodzi2.inv o c: -oct n-j fT: 2: :J..:: 2~ C-- ~~ it:: ~~ L _..~ -< a C"V' r_ ~= C) ....~i...: -~ : '::. '-n . ",) '- . ;"71 ~ i.'~~.} J}4 (.~) i--.n -.-i ~ '..0 -0 rlto,,) .. .:J (~q JEFFREY S. KOlODZI, Plaintiff v. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION - LAW PATRICIA A. KOlODZI, Defendant NO. 01-2213 IN DIVORCE CIVIL DIVISION 1. Petitioner is Patricia A. Kolodzi, the Defendant in the above-captioned PETITION FOR THE PAYMENT OF ALIMONY AND ATTORNEY'S FEES SUBSEQUENT TO THE DIVORCE ACTION divorce action. 2. Respondent is Jeffrey S. Kolodzi, the Plaintiff in the above-captioned divorce action. 3. Respondent filed the divorce action on or about April 6, 2001. 4. This divorce has been referred to the Cumberland County Divorce Master for disposition. 5. Petitioner requests that a claim for permanent alimony and attorney's fees be considered by the court in conjunction with the granting of the divorce action. WHEREFORE, Petitioner respectfully requests that claims in reference to alimony and attorney's fees be considered in conjunction with the granting of divorce in this action. rlo.d i r/domestic/kolodzi. pet -. -. Respectfully submitted, O'BRIEN, BARIC & SCHERER ~12.. _ By:~ Robert L. O'Brien, Esquire Attorney for Petitioner I.D. # 28351 17 West South Street Carlisle, Pennsylvania 17013 (717) 249-6873 .. .... VERIFICA TION I verify that the statements made in the foregoing Petition for the Payment of Alimony and Attorney's Fees Subsequent to the Divorce Action are true and correct. understand that false statements made herein are made subject to the penalties of 18 Pa. C.S. ~ 4904, relating to unsworn falsification to authorities. Date: ~-I'1-t)~ "'" ~ ~~ fit" "- \J " ~ ~ ...c:. -<. ~ ~ ~ ~ R a, .~ ~ ""'" ~ d ~ . \. ~ () c- l)~ mL~. t~~ i~' -/~ :, " C) ,...~ ~ ;- () "11 , :-J -;;= ~~i~ :;;! =0 -< ~ l't rr \.0 ~ N .. :::> en JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. NO. 01- 2213 CIVIL PATRICIA A. KOLODZI, Defendant IN DIVORCE ORDER OF COURT AND NOW, this /2.. T'v day of o&u.;~ 2002, the economic claims raised in the proceedings having been resolved in accordance with a property settlement agreement dated November 26, 2002, the appointment of the Master is vacated and counsel can file a praecipe transmitting the record to the Court requesting a final decree in divorce. BY THE COURT, P.J. cc: Ruby D. Weeks Attorney for Plaintiff Robert L. O'Brien Attorney for Defendant ..t I . . .f .... ". i.." PROPERTY SETTLEMENT AGREEMENT THIS AGREEMENT, dated the .di..L day of N f>/JPln ber , .2 0.Q2., by and between Jeffrey S. Kolodzi, residing at .25 South Pitt Street, Apartment 4, Carlisle, Cumberland County, Pennsylvania, 17013, Social Security Number 165-6.2- 1.20.2, hereinafter called the "Husband", and Patricia A. Kolodzi , residing at 571 F Street, Carlisle, Cumberland County, Pennsylvania, 17013, Social Security Number 169-60-3159, hereinafter called the "Wife", who agree as follows: WIT N E SSE T B : WHEREAS, the parties are Husband and Wife, having been married on June 17, 1988, in Cumberland County, Pennsylvania. The parties separated December .26, 2000. WHEREAS, there have been issue of the marriage, to wit: Megan A. Kolodzi, born 1/16/94 hereinafter referred to as the Child. WHEREAS, diverse unhappy, and irreconcilable differences, disputes, and difficulties ha~ arisen between the parties, and it is the intention of Wife and Husband to live separate and apart for the rest of their natural lives, and the parties hereto are desirous of settling fully and finally their respective financial and property rights and' obligations as between each other including, without limitation by specification: the settling of all matters between them relating to the ownership' and equitable distribution of real and personal property; the settling of all matters between them relating to the past, present and future support, alimony and/or maintenance of Wife by Husband or of Husband by Wife; the settling of all matters between them relating to the past, present and future support and or maintenance of the Child, the implementation of custOdy/visitation arrangements for the minor Child if more than one child of the parties; and in general, the settling of any and all claims and possible claims by one ~gainst the other or ag~inst their respective estates. NOW THEREFORE, in consideration of the promises and of the mutual promises, covenants and undertakings hereinafter set forth and for other good and valuable consideration, receipt of which is hereby acknowledged by each of the parties hereto, Wife and Husband, each intending to be legally bound hereby, covenant and agree as follows: 1. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS This Agreement shall not be considered to affect or bar the right of Wife or Husband to a limited or absolute divorce on lawful grounds if such grounds now exist or shall hereafter exist or to such defense as may be available to either party. This Agreement is not intended to condone and shall not be deemed to be a condonation on the part of either party hereto of any act or acts on the part of the other party which have occasioned the disputes or unhappy differences which have occurred prior to or which may occur subsequent to the date hereof. The parties intend to secure a mutual consent, no-fault divorce pursuant to the terms of Section 3301~ of the Divorce Code of 1980 as amended by Act No. 1990, 206 effective 3-19-91. 2. EFFECT OF DECREE, NO MERGER It is specifically understood and agreed that the provisions of this Agreement relating to the equitable distribution of property of the parties are accepted by each party as a final settlement for all purposes whatsoever. Should either of the parties obtain a decree, jUdgment, or order of separation or divorce in any other state, country, or jurisdiction, each of the parties to this Agreement hereby consents and agrees that this Agreement and all of its covenants shall not be affected in any way by any such separation or divorce; and that nothing in any such decree, jUdgment, order, or further modification or revision thereof shall alter, amend or vary any term of this Agreement, whether or not either or both of the parties should remarry, it being understood by and between the parties that this Agreement shall survive and shall not be merged into any decree, jUdgment, or order of divorce or separation. 2 to modification by the Court upon a showing of changed circumstances". of an Agreement regarding child support, visitation or custody shall be subject It is further understood that Pennsylvania law provides that "a provision to permit this Agreement to survive any such however, shall not be regarded as a merger, it being the intent of the parties incorporated, by reference, into divorce jUdgment or decree. This incorporation, It is specifically agreed, however, that a copy of this Agreement may be be incorporated into any divorce decree which may be entered with respect to them respect to the parties. The parties agree that the terms of this Agreement may and effect after such time as a final decree in divorce may be entered with specifically provided herein, and for this Agreement to continue in full force jUdgment, unless otherwise such decree. for purposes of enforcement only of any provisions therein, but shall survive accordance with its terms. herein shall survive the Divorce Decree and shall continue to be enforceable in That is, this agreement and all warranties and representations contained and conclusive upon the parties. custody, no court may change the terms of this agreement, and it shall be binding Except wi th regard to child support and child agreement has been revoked or modified. 4..":a....... absence of a written agreement signed by both parties expressly stating that this this agreement, this agreement shall remain in full force and effect in the reconciliation, or other cohabitation of the parties hereto after the date of In the event of a reconciliation, attempted 3. DISTRIBUTION DATE take place simultaneously with the execution of this Agreement. The transfer of property, funds and/or documents provided for herein shall 4. ADVICE OF COUNSEL Husband, and Robert 0 I Brien, Esquire for Wife. The parties acknowledge that they explained to the parties by their respective counsel, Ruby D. Weeks, Esquire, for The provisions of this Agreement and their legal effect have been fully 3 have received independent legal advice from counsel of their selection and that they fully understand the facts and have been fully informed as to their legal rights and obligations and they acknowledge and accept that this Agreement is, in the circumstances, fair and equitable and that it is being entered into freely and voluntarily, after having received such advice and with such knowledge and that execution of this Agreement is not the result of any duress or undue influence and that it is not the result of any collusion or improper or illegal agreement or agreements. 5. FINANCIAL DISCLOSURE The parties confirm that each has relied on the substantial accuracy of the financial disclosure of the other as an inducement to the execution of this Agreement. 6. WARRANTY OF DISCLOSURE The parties warrant and represent that they have made a full disclosure of all assets and their valuation prior to the execution of this Agreement. This disclosure was in the form of an information exchange of information by the parties' attorneys and this Agreement between the parties is based upon this disclosure. .". ...to' 7. OBTAINING INFORMATION ON FINANCES ';.<Each )partyaqkrtowledges that t-heyhave been informed they may have the right, as provided by statute and Pennsylvania Rules of Civil Procedure, to obtain information regarding the parties' finances. Such information would include, without limitation, their present and past income; and the identity and value of assets both presently owned and transferred previously. Such information may be obtained by one or more of several methods including depositions upon oral examination, written interrogatories, production of documents or entry upon property for inspection. The parties agree to waive any further discovery. 4 8. PERSONAL RIGHTS Wife and Husband may and shall, at all times hereafter, live separate and apart · They shall be free from any control, restraint, interference or authority, direct or indirect, by the other in all respects as fully as if they were unmarried. They may reside at such place or places as they may select. Each may, for his or her separate use or benefit, conduct, carryon and engage. in any business, occupation, profession or employment which to him or her may seem advisable. However, each party shall make best efforts to maintain employment with comparable benefits and salary as they now hold or for which they are in training. 9. NO MOLESTATION Husband and Wife shall not molest or interfere with each other, nor shall either of them attempt to compel the other to cohabit or dwell with her or him, by any means whatsoever. Neither party shall harass or be verbally or physically abusive to the other. 10. MUTUAL RELEASES Husband and Wife each do hereby mutually remise, release, quitclaim and forever discharge the other and the estate of such other, for all time to come, and' for.. all purposes whatsoever, of and from any and all r~9hts, title .and. interest, or claims in or against the property (including income and gain from property hereafter accruing) of the other or against the estate of such other, of whatever nature and wheresoever situate, which he or she now has or at any time hereafter may have against such other, the estate of such other or any part thereof, whether arising out of any former acts, contracts, engagements or liabilities of such other or by way of dower or curtesy, or claims in the nature of dower or curtesy or widow's or widower's rights, family exemption or similar allowance', or under the intestate laws, or the right to take against the spouse I s Will; or the right to treat a lifetime conveyance by the other as testamenta~, or all other rights of a surviving spouse to participate in a deceased spouse's estate, whether arising under the laws of (a) Pennsylvania, (b) any State, Commonwealth or territory of the United States, or C any other country, or any rights which either party may have or at any time hereafter have for past, present or future support or maintenance, alimony, alimony pendente lite, counsel fees, equitable distribution, costs or expenses, whether arising as a result of the marital relation or otherwise, except, and only except, all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any thereof. It is the intention of Husband and Wife to give to each other by the execution of this Agreement a full, complete and general release with respect to any and all property of any kind or nature, real, personal or mixed, which the other now owns or may hereafter acquire, except and only except all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any thereof. 11. EQUITABLE DISTRIBUTION OF PROPERTY It is specifically understood and agreed that this Agreement constitutes an equitable distribution of property, both real and personal, which was legally and beneficially acquired by Husband and Wife or either of them during the marriage, as contemplated by The Act of April 2, 1980 (P.L. 63, No. 26) known r." ." as "The Divorce Code," 23 P.S. 3101 et. seq. of the Commonwealth of Pennsylvania. And further, that the parties have attempted to divide their marital property in a manner which conforms to the criteria set forth in 3502 of the Pennsylvania Divorce Code, and taking into account the following considerations: the length of the marriage, the prior marriages of the parties; the age, health, station, amount and sources of income, vocational skills, employability, estate, liabilities and needs of each of the parties; the contribution of one party to the education, training, or increased earning power of the other party; the opportunity of each party for future acquisition of capital assets and income; the sources of income of both parties, including but not limited to medical, retirement, insurance or other benefits; the contribution or dissipation of each party in the acquisition, preservation, depreciation, or appreciation of marital property, including the contribution of a party as a homemaker; the value of the property set apart to each party; the standard of living of the parties established during the marriage; and the economic circumstances of each party at the time the division of property is to become effective. By this agreement Wife is receiving 85% of the marital property; the Husband 15%. 12. DISTRIBUTiON OF PROPERTY: GENERAL: (1) Husband hereby waives all interest in Wife's property including but not limited to all accounts, certificates of deposit and securities. (2) Wife hereby waives all interest in Husband's property including but not limited to all accounts, certificates of deposit, and securities. (3) Husband and Wife agree that Husband shall pay all costs, including attorney fees, of transferring any property necessary to be titled from joint ownership to that of either party. Motor Vehicles: I ; . . .... .~~ Wi th respe.ct to the motor vehicles owned by one or both of the parties, they agree as follows: (a) The 1976 Chevy Corvette titled jointly, shall become and remain the sole and exclusive property of the Husband. There is no debt on this vehicle. (b) The 1992 Chevy Corsica, titled to Husband, shall become and remain the sole and exclusive property of the Husband. There is no loan on this vehicle. ~ The Kawasaki Motorcycle, titled jointly, shall become and remain the sole and exclusive property of the Husband. There is no loan on this vehicle. (d) The 1992 F150 Ford Truck , titled jointly, shall become and remain the sole and exclusive property of the Wife. There is no loan on this vehicle. (4) The parties have previously deeded the marital residence located at 571 "F" Street, Carlisle, Cumberland County, Pennsylvania, to the wife, who has refinanced the mortgage in her sole name. The equity in this residence is $17,336.00. (5) The wife shall also receive the PESCU CD valued at $8214.00 as. of January 31, 2001 with interest thereon; the PESCU checking account, $1380. 00, as well as personal property presently in her. possession totaling $1885.00 in value, including an antique table. (6) Husband shall receive the personal property in his possession totaling $1998.00 including a camcorder and his collections of guns and state police cars and other memorabilia. 13. FILING INVENTORIES AND APPRAISEMENT The parties further acknowledge their understandi~g that they each have filed Inventories and Appraisement with the Court and that this matter is presently before the Master. Such Inventories and Appraisement require a party to indicate, under oath, information regarding all marital property in which either party has an interest as of the date the action was commenced. Fully knowing the same, each party nonetheless waives their respective rights to request additional discovery be conducted, to file Inventories and Appraisement with the Court, or to require the other party to do so. 14. AFTER-ACQUIRED PERSONAL PROPERTY Each of the parties shall hereafter own and enjoy, independently of any claim or right of the other, all it~ms of personal property, tangible and intangible, subsequently acquired by the other party. 15. SUBSEOUENT PERSONAL DEBTS: Husband and Wife agree from time of the signing of this Agreement that each party shall be responsible for their own debts and hold each other harmless from same. 16. FUTURE DEBTS: Husband and Wife hereby mutually agree that subsequent to the execution of this Agreement neither party shall incur any debts which will obligate the other to make payment for same. Husband and Wife hereby acknowledge that there are no outstanding 'bills or other indebtedness which have been incurred by either for the liability of the other, and both parties hereby covenant and agree. that neither shall have any financial obligation to pay any financial obligations which are solely the financial obligation of the other and which have been contracted by either party solely for their own benefit and without the knowledge or consent of the other party. .Husband and Wife further agree that they will indemnify the other from any and all claims or demands made against the other by reason.~-.of any debts or obligations contracted in violation of this Agreement'. 17. WARRANTY AS TO EXISTING OBLIGATIONS: Each party represents that they have not heretofore incurred or contracted for any debt or liability or obligation for which the estate of the other party may be responsible or liable except as may be provided for '" in this Agreement. Each party agrees to indemnify or hold the other party harmless from and against any and all such debts, liabilities or obligations of every kind which may have heretofore been incurred by them, including those for necessities, except for the obligations arising out of this Agreement. 18. WARRANTY AS TO FUTURE OBLIGATIONS: Wife and Husband each covenant, warrant, represent and agree that each will now and ,at all times hereafter save harmless and keep the other indemnified from all debts, charges and liabilities incurred by the other after the execution date of this Agreement, except as may be otherwise specifically provided for by the terms of this Agreement and that neither of them shall hereafter incur any liability whatsoever for which the estate of the other may be liable. 19. PAYMENT OF SPECIFIED OBLIGATIONS: There are no outstanding marital debts. 20. ASSUMPTION OF LIABILITIES. This provision sets forth the method for the payment and assumption of the debts and liabilities of the parties. since the assumption is not binding on the creditor, the party assuming the debt agrees to indemnify the other party in the event the creditor seeks to hold such otqer party liable. should the parties wish to bind the creditor and relieve the original debts from all liability, a novation should be executed. 21. WAIVER OF SPOUSA~- SUPPORT, ALIMONY PENDENTE LITE, AND ALIMONY The parties herein acknowledge that by this Agreement they have each respectively secured and maintained a substantial and adequate fund with which to provide themselves sufficient financial resources to provide for their comfort, maintenance and support, in the station of life in which they are accustomed. Wife and Husband do hereby waive, release and give up any rights they may respectively have against the other for alimony, alimony pendente lite, support or maintenance. It shall be from the date of this Agreement the sole responsibility of each of the respective parties to sustain themselves without seeking any support from the other party. 22. RETIREMENT FUNDS A. The Husband, who has been employed by The Pennsylvania.State Police, Carlisle, Pennsylvania, has accumulated benefits in his retirement account. It is agreed by the parties that the Wife shall receive via a QDRO $26,129.00 of Husband's retirement benefits. B. It is also agreed that the deferred compensation account Husband has with" his employer shall also be divided by QDRO so that the Wife shall receive $18,191.00 from that account C. The Wife, who is not employed does not have any retirement benefits. D. The wife shall solely bear any tax consequences resulting from her actions with regard to Paragraph A&B above upon transfer of these amounts by Qualified Domestic Relations Order to her. E. The parties agree to sign the necessary Domestic Relations Stipulations in order to effectuate these transfer of funds. 23. LIFE INSURANCE The parties warrant and represent that they shall name the Child as irrevocable beneficiaries for as long as they have a duty of support, on any policies of insurance on their lives now or in the future. Each party warrants that they have not made and will not make any loans or assignments under such policies, and will not cancel or surrender such policies. Upon the other's request, either party shall execute any document necessary to effect a conversion or select an option under any such policy. Both parties agree to make payment of premiums on the policies on their individual lives so as to continue said coverage as long as each Child is owed a duty of support. 24. DIVORCE Husband and Wife agree that Husband has filed a Complaint in divorce seeking a divorce on the basis of mutual consent. Husband and Wife both agree that both parties will execute the required Affidavits of Consent to be filed with the Court to allow the Court to grant a divorce on the basis of mutual consent. Each party agrees to pay their own counsel fees, costs, and expenses incident to obtaining the aforesaid divorce. AND the parties hereto state and agree that this Agreement shall not in any way be construed as a collusive agreement. 25. ATTORNEY FEES, COSTS & EXPENSES The parties agree to waive receipt of and to be responsible for their own attorney fees, costs and expenses in connection with the negotiation and preparation of this Agreement and the granting of a divorce decree. 26. BREACH OF AGREEMENT If either party fails in the "due performance of opligations under this Agreement at their election, the non-breaching party shall have the right to sue for damages for br~ach of this Agreement or to rescind same and seek such legal remedies as may be available to them. The breaching party will be responsible for actual legal fees and costs incurred by the non-breaching party necessary to the enforcement of this Agreement. 27. LAW OF PENNSYLVANIA APPLICABLE This Agreement shall be construed in accordance with the laws of the Commonwealth of Pennsylvania which are in effect as of the date of execution of this Agreement. 28. AGREEMENT. BINDING ON HEIRS This Agreement shall be binding and shall inure to the benefit of the parties hereto and their respective heirs, executors, administrators, successors and assigns. 29. SEVERABILITY If any term, condition, clause or provision of this Agreement shall be determined or declared to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be stricken from this Agreement and in all other respects this Agreement shall be valid and continue in full force, effect and operation. Likewise, the failure of any party to meet her or his obligations under anyone or more of the paragraphs herein, with the exception of the satisfaction of the conditions precedent, shall in no ~y avoid or alter the remaining obligations of the parties. 30. INTEGRATION This Agreement constitutes the entire understanding of the parties and supersedes any and all prior agreements and negotiations between them. There are no representations or warranties other than those expressly set forth herein. 31. NO WAIVER OF DEFAULT This Agreement shall remain in full force and effect unless and until terminated under and pursuant to the terms of this Agreement. The failure of either party to insist upon strict performance of any of the provisions of this Agreement shall in no way affect the right of such party hereafter to enforce the same, nor shall the waiver of any breach of any provision hereof be construed as a waiver of any subsequent default of the same or similar nature, nor shall it be construed as a waiver of any subsequent default of the same or similar nature, nor shall it be construed as a waiver of strict performance of any other obligations herein. 32. WAIVER OR MODIFICATION TO BE IN WRiTiNG No modification or waiver of any of the terms hereof shall be valid unless in writing and signed by both parties and no waiver of any breach hereof or default hereunder shall be deemed a waiver of any subsequent default of the same or similar nature. 33. SUBSEOUENT DIVORCE It is contemplated that Husband will proceed with a Complaint in Divorce against Wife in the near future. Husband and Wife each agree to sign an Affidavit of Consent and an Affidavit waiving counseling to be filed in said divorce action. In the event such divorce action is concluded, Wife shall be entitled to receive a copy of the Decree in Divorce for the normal fee charged by the Prothonotary and shall not be assessed any costs of the proceeding, except as previously agreed to herein in Paragraph 25. In the event such divorce action is concluded, the parties shall be bound by all the terms of this Agreement, which shall not be incorporated by reference into the Divorce Decree, and this Agreement shall not be merged in such Decree, but shall in all respects survive the same and be forever binding and conclusive upon the parties. 34. MUTUAL COOPERATION Each party shall, at any time and from time to time hereafter, take any and all steps and execute, acknowledge and deliver to the other party any and all further instruments and/or docume~ts that the other party may reasonably require for the purpose of giving full force and effect to the provisions of this Agreement. 35. AGREEMENT BINDING ON HEIRS This Agreement shall be binding and shall inure to the benefit of the parties hereto and their respective heirs, executors, administrators, successors and assigns. 36. OTHER DOCUMENTATION Wife and Husband covenant and agree that they will forthwith (and within at least ten (10) days after demand therefore) execute any and all written instruments, assignments, releases, satisfactions, deeds, notes, or such other writings as may be necessary or desirable for the proper effectuation of this Agreement, and as their respective counsel shall mutually agree should be so executed in order to carry out fully and effectively the terms of this Agreement. 37. INTERDEPENDENCY The parties agree that the separate obligations contained in this agreement shall be deemed to be interdependent. . If any terms, condi tions, clause or provision of this agreement shall be determined by a court of competent jurisdiction to be invalid or unenforceable, then the parties agree that the agreement may be reviewed and renegotiated in order to fulfill as closely as possible the purpose of the invalid provision. Notwithstanding any releases contained herein, the parties intend that they may reinstate previously pleaded economic claims to the extent permitted by the Divorce Code. 38. BANKRUPTCY In the event that ei ther party becomes a debtor in any bankruptcy or' financial reorganization proceedings of any kind while any obligations remain to be performed by that party for the benefit of the other party pursuant to the provisions of this Agreement, the debtor spouse hereby waives, releases and relinquishes any right to claim any exemption (whether granted under state or federal law) to any property remaining in the debtor as a defense to any claim made pursuant hereto by the creditor-spouse, and the debtor-spouse hereby assigns, transfers, and conveys to the creditor-spouse an interest in all of the debtor's exempt property sufficient to meet all obligations to the creditor- spouse as set forth herein, including all attorneys' fees and costs incurred in the enforcement of this Paragraph or any other provision of this Agreement. No obligation created by this Agreement shall be discharged or dischargeable, regardless of federal or state law to the contrary, and each party waives any and all right to assert that any obligation hereunder is discharged or dischargeable. 39. HEADINGS NOT PART OF AGREEMENT Any headings preceding the text of the several paragraphs and subparagraphs hereof are inserted solely for convenience of reference and shall not constitute a part of this Agreement nor shall they affect its meaning, construction or effect. IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year first above written. '\2Q3,UJ Witness ~~ Witness COMMONWEALTH OF PENNSYLVANIA .ss COUNTY OF CUMBERLAND On this, the day of , 20____, before me, a Notary Public, the undersigned officer, personally appeared Jeffrey S. Kolodzi, known to me to be the person whose name is subscribed to the within Property Settlement Agreement; and acknowledged that he executed the same for the purposes therein contained. Notary Public COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND On this, the ____ day of , 19____, before me, a Notary Public, the undersigned officer, personally appeared patricia A. Kolodzi, known to me to be the person whose name is subscribed to the within Property Settlement Agreement, and acknowledged that she executed the same for the purposes therein contained. Notary Public JEFFREY S. KOLODZI, plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 AFFIDAVIT OF CONSENT 1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed 2. The marriage of plaintiff and Defendant is irretrievably broken and ninety on April 16, 2001. (90) days have elapsed from the date of filing and service of the 3. I consent to the entry of a final decree of divorce after service of complaint. notice of intention to request entry of the decree. 4. I understand that I may lose rights concerning alimony, division of property, lawyer I s fees or expenses if I do not claim them before a divorce is granted. I understand that false statements herein are made subject to the penalties of I verify that the statements made in this Affidavit are true and correct. 18 Pa. C.S. ~4904 relating to unsworn falsification to authorities. Dated:--:1/cJiI. 2(;.2002 , plaintiff Sworn and subscribed to before me this ~ day of NOVPI'Yl be./': , 200:2 ta--'RM CMal4 --',....., MIc ~ -..., CaIl.If.. c..tr _~~.ILnm f.,......... () Jf>>t(tl 4. /'10J1 !IJJuJ 1 o C -o~~ OJ fT: z. ...;..~ 6-.. 5;~. -<""~ ~-c-~; ~C) ...-0 )>c. Z ~ o f" o rT1 n , (...n Cw ..'n .__.1 .:.,: -; r~: -;-;8 . ._..~ (:jt j~ ;:~ r-rl ::'::::i J.> ::.0 -< -0 - .,.:b. - .. N \0 WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER S 3301 eel OF THE DIVORCE CODE 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. I understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn falsification to authorities. Date: \\ \ 2v \ Ol. 1 () ~ ~~: ~~; ~'-_. >C' 20 )>C ~ o N o rt1 ('""") I U1 ..-.~ ~-r~ -~ -;'.~ .-., (J- "r, \.~~~ ~:s i ..n :~ ~ ~ -0 -:;.,. - .. N \0 JEFFREY S. KOLODZI, Plaintiff vs. PATRICIA A. KOLODZI, Defendant JAN 0 8 2003 ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW IN DIVORCE NO.2213 CIVIL TERM 2001 ORDER AND NOW, this 'f)~ay of ~ ~ Stipulation and Agreement detG8 merged into this Order of Court. cc: /Ruby D. Weeks, Esquire /Robert O'Brien, Esquire , 20 03, the attached 4~~ of the parties iJlllltRis,'ftSe is incorporated, but not J. :; lop-J~ 1') R)\5 0/-/3 .03 i.... .. 1 ";0 r'..,.""'J !],J'\'\I;. I! 0V~J]. I .\1NnC).}. ']["\~~'~i~8;/\'nO S I : I I ':I ' " il,. , 1 \ r I Ii it CD A tjb:i~ ();' 3;JiJ,'o=di7,j :JCl JEFFREY S. KOLODZI, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA vs. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 STIPULATION FOR ENTRY OF "DOMESTIC RELA nONS ORDER" AND NOW, this ~(, ~ day Of_~".&~, 2002, the parties Jeffrey S. Kolodzi, Plaintiff, Patricia A. Kolodzi, Defendant, do hereby Agree and Stipulate as follows: 1. The Plaintiff, Jeffrey S. Kolodzi, (hereinafter referred to as "Member") is a member of the Commonwealth of Pennsylvania, State Employees' Retirement System (hereinafter referred to as "SERS"). 2. SERS, as a creature of statue, is controlled by the State Employees' Retirement Code, 71 Pa. C.S. ~ 5101-5956 ("Retirement Code"). 3. Members date of birth is May 11, 1965, and his social security number is 165-62- 1202. 4. The Defendant, Patricia A. Kolodzi, (hereinafter referred to as "Alternate Payee") is the former spouse of Member. Alternate Payee's date of birth is April 16, 1966 and her social security number is 169- 60 - 315 9. 5. Member's last known mailing address is: 711 N. Pitt Street, Carlisle, P A 17013 6. Alternate Payee's current mailing address is: 571 "F" Street, Carlisle, P A 17013 1 It is the responsibility of Alternate Payee to keep a current mailing address on file with SERS at all times. 7. The marital property component of Member's retirement benefit equals: $26129.00 8. Member's retirement benefit is defined as all monies paid to or on behalf of Member by SERS, including any lump sum withdrawals or scheduled or ad hoc increases, but excluding the disability portion of any disability annuities paid to Member by SERS as a result of a disability which occurs before the Member's marriage to Alternate Payee or after the date of the Member and Alternate Payee's final separation. Member's retirement benefit does not include any deferred compensation benefits paid to Member by SERS. The equitable distribution portion of the marital property component of Member's retirement benefit, as set forth in Paragraph Seven (7), shall be payable to Alternate Payee and shall commence as soon as administratively feasible on or about the date the Member actually enters pay status and SERS approves a Domestic Relations Order incorporating this Stipulation and Agreement, whichever is later. 9. Member hereby nominates Alternate payee as an irrevocable beneficiary to the extent of Alternate Payee's equitable distribution portion of Member's retirement benefit for any death benefits payable by SERS. This nomination shall become effective upon approval by the Secretary of the Retirement Board, or his authorized representative, of any Domestic Relations Order incorporating this Stipulation and Agreement. The balance of any death benefit remaining after the allocation of Alternate Payee's equitable distribution portion ("Balance") shall be paid to the beneficiaries named by Member on the last Nomination of Beneficiaries Form filed with the Retirement Board prior to Member's death. a. If the last Nomination of Beneficiaries Form filed by Member prior to Member's death (a) predates any approved Domestic Relations Order incorporating this Stipulation and Agreement, and (b) names Alternate Payee as a beneficiary, then: (1) the terms of the Domestic Relations Order shall alone govern Alternate Payee's share of any death benefit, and (2) for purposes of paying the Balance via the last Nomination of Beneficiaries Form filed with the Retirement Board prior to Member's death, Alternate payee shall be treated as if Alternate Payee predeceased Member. No portion of the Balance shall be payable to Alternate Payee's estate. b. In addition, Member shall execute and deliver to Alternate Payee an authorization, in a form acceptable to SERS, which will authorize SERS to release to Alternate Payee all relevant information concerning Member's 2 - . retirement account. Alternate payee shall deliver the authorization to SERS which will allow the Alternate Payee to check that she has been and continues to be properly nominated under this paragraph. 10. The term and amounts of member's retirement benefits payable to the Alternate Payee after SERS approves a Domestic Relations Order incorporating this Stipulation and Agreement is dependent upon which option (s) is (are) selected by Member upon retirement. Member and Alternate Payee expressly agree that: Member may select any retirement option offered by SERS under the Retirement Code at the time Member files an Application for Retirement Allowance with SERS. 11. Alternate Payee may not exercise any right, privilege or option offered by SERS. SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid to each. 12. In the event of the death of Alternate Payee prior to receipt of all of her payments payable to her from SERS under this Order, any death benefit or retirement benefit payable to Alternate Payee by SERS shall: Be paid to Alternate Payee's Estate to the extent of Alternate Payee's equitable distribution portion of Member's retirement benefit as set forth in Paragraphs Seven through Nine. 13. In no event shall Alternate Payee have greater benefits or rights other than those that are available to Member. Alternate Payee is not entitled to any benefit not otherwise provided by SERS. The Alternate Payee is only entitled to the specific benefits offered by SERS as provided in this Order. All other rights, privileges and options offered by SERS not granted to Alternate Payee by this Order are preserved for Member. 14. Is is specifically intended and agreed by the parties hereto that this Order: (a) Does not require SERS to provide any type of benefit, or any option, not otherwise provided under the Retirement Code; (b) Does not require SERS to provide increased benefits (determined on the basis of actuarial value) unless increased benefits are paid to Member based upon cost ofliving or increases based on other than actuarial values. 15. The parties intend and agree that the terms of this Stipulation and Agreement shall be approved, adopted and entered as a Domestic Relations Order. 3 ," "I' 16. The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and Agreement, but only for the purpose of establishing it or maintaining it as a Domestic Relations Order; provided, however, that no such amendment shall require SERS to provide any type or form of benefit, or any option not otherwise provided by SERS, and further provided that no such amendment or right of the Court to so amend will invalidate this existing Order. 17. Upon entry as a Domestic Relations Order, a certified copy of the Domestic Relations Order and this Stipulation and Agreement and any attendant documents shall be served upon SERS immediately. The Domestic Relations Order shall take effect immediately upon SERS approval and SERS approval of any attendant documents and then shall remain in effect until further Order of Court. WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation and Agreement, do hereunto place their hands and seals. /I /2[, J b1- r , Date RUe Attorney for Plaintiff/Member J I /U /IJ}. , Date QWddY~ Defendant/Alternate Payee It; .all--tJa Date ?M~ Robert O'Brien, Esquire Attorney for Defendant/Alternate Payee ~ z. ~..,Io~ Date cc: Ruby D. Weeks, Esquire Robert O'Brien, Esquire 4 JAN 0 8 2Q03 t JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 ORDER i..... ~ t\ -- I~ AND NOW, this '"' day of -q -~ fI , 20~, the attached Stipulation and Agreement dated I A · ~"'~f the parties in this case is incorporated, but not merged into this Order of Court. J. cc: Ruby D. Weeks, Esquire >[ ~ RXS 01 --/3 -()3 Robert O'Brien, Esquire 'v'lNV;H{SNN3d I , \tn,,...,') ,'">r '\ "1' ..., -;'A '"'''' .l\..L1 \ I l '. , '., '-, ": . "..,...,.~ -' I: iU g I :r Udr 1 N~'f co ~... )..tJ.Vl0:,.j~jii: i~,' ;': dO j~)U~,:~>-O :: JEFFREY S. KOLODZI, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 STIPULATION FOR ENTRY OF "DOMESTIC RELATIONS ORDER" AND NOW, this ~..s day of "b1..~1It. , 2002, the parties Jeffrey S. Kolodzi, Plaintiff, Patricia A. Kolodzi, Defendant, do hereby Agree and Stipulate as follows: 1. The Plaintiff, Jeffrey S. Kolodzi, (hereinafter referred to as "Member") is a member of the Commonwealth of Pennsylvania, State Employees' Retirement System (hereinafter referred to as "SERS"). 2. Members date of birth is May 11, 1965, and his social security number is 165-62- 1202. 3. The Defendant, Patricia A. Kolodzi, (hereinafter referred to as "Alternate Payee") is the former spouse of Member. Alternate Payee's date of birth is April 16, 1966 and her social security number is 169 - 6 0 - 3159. 4. Member's last known mailing address is: 711 N. Pitt Street, Carlisle, P A 17013 5. Alternate Payee's current mailing address is: 571 "F" Street, Carlisle, P A 17013 6. This Order is made pursuant to State domestic relations law and relates to the provision of marital property rights to the Alternate Payee who is or was the spouse of the Participant. This Order creates or recognizes the existence of the right of the Alternate Payee to receive a portion of the Participant's Deferred Compensation. 1 7. Definitions: For the purposes of this Order, each term below has the meaning stated by this part. "Administrative Service Agency" means CitiStreet Associates LLC or the other person contracted by the Plan Administrator to provide services regarding the Plan. "Alternate Payee" means Patricia A. Kolodzi ,571 "F" Street, Carlisle, P A 17013 who certifies that islher Social Security Number is 169-60-3159 and that her date of birth is April 16, 1966. "Order" means this document when properly entered as an Order of a court having jurisdiction over both the Participant and the Alternate Payee. "Participant" means Jeffrey S. Kolodzi, 711 N. Pitt Street, Carlisle, P A 17013 who certifies that his Social Security Number is 165-62-1202 and that his date of birth is May 11, 1965. "Plan" means the Deferr~d Compensation Plan for Officers and Employees of the Commonwealth of Pennsylvania. "Plan Administrator" means the Pennsylvania State Employees' Retirement Board, an independent administrative board of the Commonwealth of Pennsylvania. "Separate Plan Account" means the sub-account of the Participant's Plan Account that the Plan Administrator causes to be maintained for the benefit of the Alternate Payee consistent with this Order. All other capitalized terms have the meaning provided by the Plan. 8. Nothing in this Order shall restrict the Participant's rights to obtain a Distribution under the Plan or to designate a Beneficiary under the Plan with respect to the portion of hislher Plan Account other than the Alternate Payee's Separate Plan Account. 9. Tax Treatment Nothing in this Order states any provision concerning either party's tax treatment, and nothing in the Order directs any person's tax reporting or withholding. Each of the Participant and the Alternate Payee affirms that the Service Provider has not given him or her any tax advice or any tax information other than the notice described in the following paragraph. 2 10. Eligible Rollover Distribution/Tax Notice The Alternate Payee affirms her receipt of the notice given as pages 5-11 following this Order. 11. General Provisions and Restrictions A. The Plan Administrator and the Service Provider and any person subject to the direction of either of them shall not apply any provision that would require the Plan Administrator or the Service Provider to compute the amount to be directed to the Alternate Payee's separate sub=Account in a manner not readily determinable by the Service Provider according to its currently available records and without regard to any records for any accounting period that is an account stated or otherwise settled by the application of the Plan. B. When establishing the Alternate Payee's Separate Plan Account, the Plan Administrator shall first redeem amounts pro rata from all investment options other than life insurance held for the ,Participant's Plan Account, and shall redeem amounts from a life insurance contract only if necessary to obtain the amount that this Order provides for the Alternate Payee. C. The Plan Administrator shall not allocate any portion of a participant loan receivable to the Alternate Payee's Separate Plan Account. D. If the Alternate Payee receives a Confirmation or Account statement that shows the amount of the Participant's Plan Account directed to the Alternate Payee's Separate Plan Account and the Alternate Payee does not object within the time specified by the Plan for objections to an Account, the amount provided is an account stated as to the Alternate Payee to the fullest extent provided by the Plan and further shall be a correct division consistent with this Order. 12. Upon its determination that this Order is a Plan-approved Domestic Relations Order, the Service Provider shall set apart $18,191.00 from the Participant's Plan Account and direct that amount into a Separate Plan Account in the Alternate Payee's name. 13. After the division provided by the preceding paragraph, the Plan's charge ($250.00) for processing this Order shall be charged one-half ($125.00) against the Alternate Payee's Separate Plan Account and one-half ($ 125.00) against the Participant's remaining Account. 3 14. After the Alternate Payee's Separate Plan Account is established, the Alternate Payee shall direct investment of her Separate Plan Account according to the Plan's provisions and procedures. 15. The Alternate Payee's Separate Plan Account shall not receive an allocation of any contributions or credits made by the Participant or any employer. 16. Once the Alternate Payee's Separate Plan Account is established, the Alternate Payee becomes entitled to a Distribution of her Separate Plan Account. The Alternate Payee may elect any Distribution and Payout Option that meets all requirements of the Plan. To elect a Distribution, the Alternate Payee shall file with the Service Provider a written claim according to the Plan's provisions and procedures. 17. Any rights not paid before the Alternate Payee's death shall be available to the duly appointed and then-currently serving Personal Representative of the Alternate Payee's estate. 18. On and after the date of establishment of the Alternate Payee's Separate Plan Account, the Participant shall have no further right or interest in the portion of Participant's Plan Account that is properly directed to the Alternate Payee's Separate Plan Account; and the Alternate Payee shall have no right or interest in the portion of the Participant's Plan Account that is not directed to the Alternate Payee's Separate Plan Account. 19. The Alternate Payee's Separate Plan Account shall bear all fees and expenses as though the Alternate Payee were a Participant. 20. This Order cannot require this Plan to provide increased Deferred Compensation. 21. Any Distribution to the Alternate Payee becomes available only upon the Alternate Payee's written claim made to the Plan Administrator or the Service Provider. 22. This Order shall not require this Plan to provide any type or form of benefit or any option not otherwise provided under this Plan. 23. Any provision of this Order that would have the effect or requiring any Distribution to or Separate Plan Account for an Alternate Payee of Deferred Compensation that is required to be paid or payable to another person under any other court order is void. 24. If this Order provides for more than one Alternate Payee, this entire Order is void. 4 ".. 25. Any provision that would permit the Alternate Payee to designate any beneficiary for any purpose is void. 26. The Plan Administrator may assume that the Alternate Payee named by the Order is a proper payee and need not inquire into whether the person named is a spouse or former spouse of the Participant. 27. The attorney for the Alternate Payee shall furnish this Order tot he Service Provider. Date J. (2:11' r~ ffrey . Kolodzl ii/11J OJ- Date II; ~ tly -tJ ~ Date ~~I/lbJbZ, Ruby D. WeeKs, Esquire Date ~6~ Robert O'Brien, Esquire /~'t '"tl<.... Date cc: Ruby D. Weeks, Esquire Robert O'Brien, Esquire 5 .r,.. /)?jr :, :.Y;,.,J-c. ) -....1 ,), " (' ,'J- RECEIVED OCT 181On~,/1 JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 ORDER AND NOW, this I#' day of 0 ,J;!;iit. , 20Dr the attached Stipulation and Agreement dated II-~ -d;'ofthe parties in this case is incorporated, but not merged into this Order of Court. J. cc: Ruby D. Weeks, Esquire Robert O'Brien, Esquire ..~ ""'t".~~'M':n ~:~i1t;~~~~; ;:;; " \,' ',:n^ , ,J L S : II ,I 02 [:JO sun },U\/tC; ,~J 3H.l :iO . JEFFREY S. KOLODZI, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA VB. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 STIPULA TION FOR ENTRY OF "DOMESTIC RELATIONS ORDER" /;;-M dayof 0 cia' ve. , 20~he parties AND NOW, this Jeffrey S. Kolodzi, Plaintiff, Patricia A. Kolodzi, Defendant, do hereby Agree and Stipulate as follows: I. The Plaintiff, Jeffrey S. Kolodzi, (hereinafter referred to as "Member") is a member of the Commonwealth of Pennsylvania, State Employees' Retirement System (hereinafter referred to as "SERS"). 2. SERS, as a creature of statue, is controlled by the State Employees' Retirement Code, 71 Pa. C.S. ~ 5101-5956 ("Retirement Code"). 3. Members date of birth is May 11,1965, and his social security number is 165-62- 1202. 4. The Defendant, Patricia A. Kolodzi, (hereinafter referred to as "Alternate Payee") is the fonner spouse of Member. Alternate Payee's date of birth is April 16, 1966 and her social security number is 169-60-3159. 5. Member's last known mailing address is: 711 N. Pitt Street, Carlisle, PA 17013 6. Alternate Payee's current mailing address is; 571 "F" Street, Carlisle, PA 17013 It is the responsibility of Alternate Payee to keep a current mailing address on file with SERS at all times. 7. The marital property component of Member's retirement benefit equals: $26129.00 8. Member's retirement benefit is defined as all monies paid to or on behalf of Member by SERS, including any lump sum withdrawals or scheduled or ad hoc increases, but excluding the disability portion of any disability annuities paid to Member by SERS as a result of a disability which occurs before the Member's marriage to Alternate Payee or after the date of the Member and Alternate Payee's final separation. Member's retirement benefit does not include any deferred compensation benefits paid to Member by SERS. The equitable distribution portion of the marital property component of Member's retirement benefit, as set forth in Paragraph Seven (7), shall be payable to Alternate Payee and shall commence as soon as administratively feasible on or about the date the Member actually enters pay status and SERS approves a Domestic Relations Order incorporating this Stipulation and Agreement, whichever is later. 9. Member hereby nominates Alternate payee as an irrevocable beneficiary to the extent of Alternate Payee's equitable distribution portion of Member's retirement benefit for any death benefits payable by SERS. This nomination shall become effective upon approval by the Secretary of the Retirement Board, or his authorized representative, of any Domestic Relations Order incorporating this Stipulation and Agreement. The balance of any death benefit remaining after the allocation of Alternate Payee's equitable distribution portion ("Balance") shall be paid to the beneficiaries named by Member on the last Nomination of Beneficiaries Form filed with the Retirement Board prior to Member's death. a. If the last Nomination of Beneficiaries Form filed by Member prior to Member's death ( a) predates any approved Domestic Relations Order incorporating this Stipulation and Agreement, and (b) names Alternate Payee as a beneficiary, then: (I) the terms of the Domestic Relations Order shall alone govern Alternate Payee's share of any death benefit, and (2) for purposes of paying the Balance via the last Nomination of Beneficiaries Form filed with the Retirement Board prior to Member's death, Alternate payee shall be treated as if Alternate Payee predeceased Member. No portion of the Balance shall be payable to Alternate Payee's estate. b. In addition, Member shall execute and deliver to Alternate Payee an authorization, in a form acceptable to SERS, which will authorize SERS to release to Alternate Payee all relevant information concerning Member's 2 retirement account. Alternate payee shall deliver the authorization to SERS which will allow the Alternate Payee to check that she has been and continues to be properly nominated under this paragraph. 10. The term and amounts of member's retirement benefits payable to the Alternate Payee after SERS approves a Domestic Relations Order incorporating this Stipulation and Agreement is dependent upon which option (s) is (are) selected by Member upon retirement. Member and Alternate Payee expressly agree that: Member may select any retirement option offered by SERS under the Retirement Code at the time Member files an Application for Retirement Allowance with SERS. II. Alternate Payee may not exercise any right, privilege or option offered by SERS. SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid to each. 12. In the event of the death of Alternate Payee prior to receipt of all of her payments payable to her from SERS under this Order, any death benefit or retirement benefit payable to Alternate Payee by SERS shall: Be paid to Alternate Payee's Estate to the extent of Alternate Payee's equitable distribution portion of Member's retirement benefit as set forth in Paragraphs Seven through Nine. 13. In no event shall Alternate Payee have greater benefits or rights other than those that are available to Member. Alternate Payee is not entitled to any benefit not otherwise provided by SERS. The Alternate Payee is only entitled to the specific benefits offered by SERS as provided in this Order. All other rights, privileges and options offered by SERS not granted to Alternate Payee by this Order are preserved for Member. 14. Is is specifically intended and agreed by the parties hereto that this Order: (a) Does not require SERS to provide any type of benefit, or any option, not otherwise provided under the Retirement Code; (b) Does not require SERS to provide increased benefits (determined on the basis of actuarial value) unless increased benefits are paid to Member based upon cost of living or increases based on other than actuarial values. 15. The parties intend and agree that the terms ofthis Stipulation and Agreement shall be approved, adopted and entered as a Domestic Relations Order. 3 16. The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and Agreement, but only for the purpose of establishing it or maintaining it as a Domestic Relations Order; provided, however, that no such amendment shall require SERS to provide any type or form of benefit, or any option not otherwise provided by SERS, and further provided that no such amendment or right of the Court to so amend will invalidate this existing Order. 17. Upon entry as a Domestic Relations Order, a certified copy of the Domestic Relations Order and this Stipulation and Agreement and any attendant documents shall be served upon SERS immediately. The Domestic Relations Order shall take effect immediately upon SERS approval and SERS approval of any attendant documents and then shall remain in effect until further Order of Court. WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation and Agreement, do hereunto place their hands and seals. ~Iif/I; aml1ff/Member II.J&> ()?- Date ~~. Ruby D. Weeks, Esquire Attorney for Plaintiff/Member / I ':;((;07-.. Date ~.d~d~~~'. /6-,Q4-~ Date Defendant/Alternate Payee l2iJ13,v.A-- Robert O'Brien, Esquire Attorney for Defendant/Alternate Payee 10 fz.~' ( D~ Date cc: Ruby D. Weeks, Esquire Robert O'Brien, Esquire 4 JEFFREY S. KOLODZI, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA va. CIVIL ACTION - LAW IN DIVORCE PATRICIA A. KOLODZI, Defendant NO.2213 CIVIL TERM 2001 DETERMINATION AS TO QUALIFICATION ON DOMESTIC RELATIONS ORDER, NOTICE TO PARTICIPANT AND AL TERNA TE PAYEE, AND AGREEMENT TO COMPLY WITH ORDER Pursuant to the requirements of the Retirement Equity Act of 1984, that State Emplyees Credit Union the custodian of account number 165-62-1202, and any successor, hereby states as follows: I. The Order of the Court of Common Pleas of Cumberland County, Pennsylvania, is a Qualified Domestic Relations Order; and 2. The participant and the Alternate Payee/surviving spouse are hereby notified as to the qualifications of said Order; and 3. The undersigned will comply with all of the terms and conditions of said Order upon its signature by the Court. Dated this day of ,2002. cc: Ruby D. Weeks, Esquire Robert O'Brien, Esquire