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.
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NOTAIIAL SEAL
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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"./
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Ruby D. W~eks, Esquire
Attorney for Plaintiff
10 West High Street
Carlisle, PA 17013
(717) 243-1294
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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.
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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
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Ruby D. ekes, Esquire
Attorney for the Plaintiff
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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
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
AFFIDAVIT OF CONSENT
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
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
WAIVER OF NOTICE OF INTENTION TO 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- ., ,
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Ruby D. Week~ Attorney for Plaintiff
AND NOW,
is appointed
APPOINTING MASTER
I 2r/JL;. r~~
to the following Claims:~
, Esquire,
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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.
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Ruby D. ~ Esquire
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JEFFREY S. KOLODZI,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
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
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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
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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
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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
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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
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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
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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.
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_ SECURE YOUR FUTURE. TOD~-\\~.
.\dlllinislcrcd, Enrnlicd &lnd Sl'r\ ked by
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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
... -.......... ... . ...... ..................... .........
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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
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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
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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
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LOCATION MAP [*SUBJECT ~ROPERTY]
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t\ ~~ - In. ! ,. , I SI_l~S' . ..1" ' Carlisle Theatre I
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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,
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,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
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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
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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\.
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. ":<"$~ '\~t:'{;;"~:WON~Y . . . ::.: ~}:':,:,~,~~::j .t, I
,;. ~~ ~~p~~;;:::;;;~~ ~;oker, or any }1erson Seller and the buyer ~ame in the Agree~~nt of S~e, will ke~p all deposit moni~ pai~ by or f,of'~$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 ,
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i~~~-;-Y-( :.-~~k..!-.?M./
.~y tF''..L CK'E:::. . .' .'.
FornI EN-545
Worker ID 21102
Service Type M
. . J'r" 1'.
:. p,.~' -.-'. .
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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:
~):.~:,~
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~~.~.".
,.
.;-.;~ t~~j~~.r:,_
,JUDGE
Fornl0E-OOl
"Vorker ID 21102
Service Typ~ tJI
.. 0 \11
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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
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'IG''6',Qi ~'~mD'\WIt.
~ . I~ ~ :~g
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, ~ ~ 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. Businesses (list all owners)
JEFF KOLODZI
January 14, 2002
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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 · · ·
()
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,
JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Vs.
NO. 01 - 2213 CIVIL
PATRICIA A. KOLODZI,
Defendant IN DIVORCE
THE MASTER: Today is Tuesday, July 9, 2002.
This is the date set for a hearing on the grounds for divorce
of indignities to the person.
The grounds were raised in the
complaint filed on April 16, 2001, by the husband. In
addition, he has raised grounds for divorce of irretrievable
breakdown of the marriage and the economic claim of equitable
distribution.
No other claims have been filed in this action
at this time.
The parties were married on June 17, 1988,
and separated December 25, 2000. Consequently, the parties
will have been separated for a period of two years on December
25, 2002.
Husband is going to file an affidavit under
Section 3301(d) of the Domestic Relations Code averring the
two year separation on or after December 25, 2002.
Consequently, there will be no need to have a hearing on any
fault grounds for divorce.
In the meantime, we are going to proceed with
a review of the economic claim that has been raised of
equitable distribution and in addition Mr. O'Brien is going to
file a claim on behalf of the wife for alimony.
When the alimony claim is pending before the
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
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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'-
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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
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JEFFREY S. KOLODZI,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
PATRICIA A. KOLODZI,
Defendant
1. Petitioner is Patricia A. Ko/odzi, the Defendant in the above-captioned
divorce action.
NO. 01-2213
IN DIVORCE
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CIVIL DIVISION
PETITION FOR THE PAYMENT OF
ALIMONY AND AnORNEY'S FEES
SUBSEQUENT TO THE DIVORCE ACTION
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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.
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Respectfully submitted,
O'BRIEN, BARIC & SCHERER
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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 #" () ~
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
. IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
. 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.
\
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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
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JEFFREY S. KOLODZI,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
PATRICIA A. KOLODZI,
Defendant
NO. 01-2213
IN DIVORCE
CIVIL DIVISION
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.
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1. Real Property.
2. Motor Vehicles
3. Stocks, bonds, securities and options
4. Certificates of Deposit
5. Checking Accounts, Cash
6. Savings Accounts, Money Market and Savings
Certificates
7. Contents of safe deposit boxes
8. Trusts
9. Life Insurance policies (indicate face value, cash
surrender value and current beneficiaries)
10. Annuities
11 . Gifts
12. Inheritances
13. Patents, copyrights, inventions, royalties
14. Personal property outside the home
15. Business (list all owners, including percentage of
ownership, and officer/director positions held by a
party with company)
16. Employment termination benefits-severance pay,
workman's compensation claim/award
17. Profit sharing plans
18. Pension plans (indicate employee contribution and
date plan vests)
19. Retirement plans, Individual Retirement Accounts
20. Disability payments
21. Litigation claims (matured and unmatured)
22. 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)
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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
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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
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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
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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
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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
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One-half CD (remaining) .................................... 4,247.00
PSECU checking · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . . " 1 ,380.80
Retirement · · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . . . " 25,862. 76
Deferred comp · · · · · · · · · · · · · · · · · · · . . . . . . . . . . . . . . . . . . . . . . .. 18,458.00
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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~
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7,163-70
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1,193 -95*
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=
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60
-
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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
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2,428
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3,382
42
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3,382
3,382
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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
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JEFFREY S. KOLODZI,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
PATRICIA A. KOLODZI,
Defendant
NO. 01-2213
IN DIVORCE
CIVIL DIVISION
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
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JEFFREY S. KOlODZI,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL DIVISION - LAW
PATRICIA A. KOlODZI,
Defendant
NO. 01-2213
IN DIVORCE
CIVIL DIVISION
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)~
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JEFFREY S. KOLODZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01- 2213 CIVIL
PATRICIA A. KOLODZI,
Defendant
IN DIVORCE
ORDER OF COURT
AND NOW, this
/2.. T'v day of 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
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....
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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
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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.
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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
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of the parties iJlllltRis,'ftSe is incorporated, but not
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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
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16. The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain
jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and
Agreement, but only for the purpose of establishing it or maintaining it as a Domestic
Relations Order; provided, however, that no such amendment shall require SERS to
provide any type or form of benefit, or any option not otherwise provided by SERS, and
further provided that no such amendment or right of the Court to so amend will invalidate
this existing Order.
17. Upon entry as a Domestic Relations Order, a certified copy of the Domestic
Relations Order and this Stipulation and Agreement and any attendant documents shall
be served upon SERS immediately. The Domestic Relations Order shall take effect
immediately upon SERS approval and SERS approval of any attendant documents and
then shall remain in effect until further Order of Court.
WHEREFORE, the parties, intending to be legally bound by the terms of this
Stipulation and Agreement, do hereunto place their hands and seals.
/I /2[, J b1-
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Date
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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
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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
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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
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Robert O'Brien, Esquire
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JEFFREY S. KOLODZI,
IN THE COURT OF COMMON PLEAS OF
Plaintiff
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
STIPULATION FOR ENTRY OF "DOMESTIC RELATIONS ORDER"
AND NOW, this ~..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
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25. Any provision that would permit the Alternate Payee to designate any beneficiary for
any purpose is void.
26. The Plan Administrator may assume that the Alternate Payee named by the Order is
a proper payee and need not inquire into whether the person named is a spouse or former
spouse of the Participant.
27. The attorney for the Alternate Payee shall furnish this Order tot he Service Provider.
Date
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ffrey . Kolodzl
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Date
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Ruby D. WeeKs, Esquire Date
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Robert O'Brien, Esquire
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Date
cc: Ruby D. Weeks, Esquire
Robert O'Brien, Esquire
5
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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
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JEFFREY S. KOLODZI,
IN THE COURT OF COMMON PLEAS OF
Plaintiff
CUMBERLAND COUNTY, PENNSYLVANIA
VB.
CIVIL ACTION - LAW
IN DIVORCE
PATRICIA A. KOLODZI,
Defendant
NO.2213
CIVIL TERM 2001
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
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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