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HomeMy WebLinkAbout05-4108CECELIA F. STOCK, ) IN THE COURT OF COMMON Plaintiff ) PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. ) CIVIL ACTION - LAW NO. OS- -AI/C? &L- e TERRANCE E. STOCK, j Defendant ) IN DIVORCE NOTICE TO DEFEND AND CLAIM RIGHTS You have been sued in court. If you wish to defend against the claims set forth in the foregoing pages, you must take prompt action. You are warned that if you fail to do so, the case may proceed without you and a decree in divorce or annulment may be entered against you by the court. A judgment may also be entered against you for any other claim or relief requested in these papers by the Plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the Prothonotary at: Office of the Prothonotary Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER 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 CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. IN DIVORCE NOTICE OF AVAILABILITY OF COUNSELING TO THE WITHIN-NAMED DEFENDANT: You have been named as the Defendant in a Complaint in a divorce proceeding filed in the Court of Common Pleas of Cumberland County. This notice is to advise you that in accordance with Section 3302 (d) of the Divorce Code, you may request that the court require you and your spouse to attend marriage counseling prior to a divorce being handed down by the court. A list of professional marriage counselors is available at the Domestic Relations Office, 13 North Hanover Street, Carlisle, Pennsylvania. You are advised that this list is kept as a convenience to you and you are not bound to choose a counselor from this list. All necessary arrangements and the cost of counseling sessions are to be borne by you and your spouse. If you desire to pursue counseling, you must make your request for counseling within twenty days of the date on which you receive this notice. Failure to do so will constitute a waiver of your right to request counseling. CECELIA F. STOCK, Plaintiff ) } VS. ) } TERRANCE E. STOCK, ) Defendant ) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. dS - 1410? IN DIVORCE COMPLAINT IN DIVORCE AND NOW comes the above-named Plaintiff, CECELIA F. STOCK, by her attorney, Samuel L. Andes, and makes the following Complaint in Divorce: 1. The Plaintiff is CECELIA F. STOCK, an adult individual who currently resides at 5492 Bearcreek Drive in Mechanicsburg, Cumberland County, Pennsylvania. 2. The Defendant is TERRANCE E. STOCK, an adult individual who resides in Ocala, Florida and whose current address, to the best of Plaitnif's knowledge is C/o MS. Marie Stock 1037 South West 86`" Terrace in Ocala, Florida 34481. 3. Both the Plaintiff and Defendant have been bona fide residents of 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 17 February 1973 in Pittsburgh, Pennsylvania. 5. There have been no prior actions of divorce or annulment between the parties. 6. The marriage is irretrievably broken. 7. Plaintiff has been advised of the availability of marriage counseling and the Plaintiff may have the right to request that the Court require the parties to participate in counseling. COUNT I - IRRETRIEVABLE BREAKDOWN 8. The Plaintiff requests this Court to enter a Decree in Divorce. WHEREFORE, Plaintiff requests this Court to enter a Decree in Divorce pursuant to the Divorce Code of Pennsylvania. COUNT 11 -EQUITABLE DISTRIBUTION 9. During the course of the marriage, the parties have acquired numerous items of property, both real and personal, which are held in joint names and in the individual names of each of the parties hereto. WHEREFORE, Plaintiff prays this Honorable Court, after requiring full disclosure by the Defendant, to equitably divide the property, both real and personal, owned by the parties hereto as martial property. COUNT 111- ALIMONY 10. Plaintiff lacks sufficient property to provide for her reasonable needs in accordance with the standard of living of the parties established during the marriage. 11. Plaintiff is unable to support herself in accordance with the standard of living of the parties established during the marriage through appropriate employment. 12. The Defendant is employed and enjoys a substantial income from which he is able to contribute to the support and maintenance of the Plaintiff and pay her alimony in accordance with the Divorce Code of Pennsylvania. WHEREFORE, Plaintiff prays this Honorable Court to enter an Order awarding Plaintiff from Defendant permanent alimony in such sums as are reasonable and adequate to support and maintain Plaintiff in the station of life to which she has become accustomed during the marriage. COUNT IV -ALIMONY PENDENTE LITE 13. Plaintiff is without sufficient income to support and maintain herself during the pendency of this action. 14. Defendant enjoys a substantial income and is well able to contribute to the support and maintenance of Plaintiff during the course of this action. WHEREFORE, Plaintiff prays this Honorable Court to order Defendant to pay her '? reasonable alimony pendente lite during the pendency of this action. COUNT V - COUNSEL FEES AND EXPENSES 15. Plaintiff is without sufficient funds to retain counsel to represent her in this matter. 16. Without competent counsel, Plaintiff cannot adequately prosecute her claims against Defendant and cannot adequately litigate her rights in this matter. 17. Defendant enjoys a substantial income and is well able to bear the expense of Plaintiff's attorney and the expense of this litigation. WHEREFORE, Plaintiff prays this Honorable Court to order Defendant to pay the legal fees and expenses incurred by Plaintiff in this litigation of this action. G?o Sam I L. Andes Attorney for Plaintiff Supreme Court ID # 17225 525 North 12'" Street Lemoyne, Pa 17043 (717) 761-5361 I verify that the statements made in this Complaint are true and correct. I understand that any false statements in this Complaint are subject to the penalties of 18 Pa. C.S. 4904 (unsworn falsification to authorities). Date: 8?3 (os Lt e ? Q11J li ?od CECELIA F. STOCK p O cz n?C 41 C) -n CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term IN DIVORCE AFFIDAVIT OF SERVICE BY CERTIFIED MAIL AMY M. HARKINS, being duly sworn according to law, deposes and says as follows: 1. That she is an employee of Samuel L. Andes, attorney for the Plaintiff herein. 2. That on or about 12 August 2005 she delivered to the U.S. Postal Service in Lemoyne, Pennsylvania, as certified mail (Receipt No. 70010360 0001 3442 0863) return receipt requested, addressed to the Defendant herein, a true and correct copy of the Divorce Complaint filed in the above-captioned action duly endorsed with a Notice to Defend and Claim Rights. 3. Said return receipt card is attached hereto as Exhibit A showing a date of delivery to the Defendant on 20 August 2005. AMY M. jjj?RKINS Sworn to and subscribed before me this /o"6 day 'PA' / 2006. of A Notary Public. ¦ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ¦ Print your name and address on the reverse so that we can return the card to you. ¦ Attach this card to the back of the mailpiece, or on the front 'rf space permits. 1. Article Addressed to: Mr, Terrance E. Stock c/o Ms. Marie Stock 1037 South West 86" Terrace Ocala, Florida 34481 ?yf? I ' ? Agent X xI; L0 Addresses B. ??eiv r Prlnte?Name) C. D e of Do very {V1 cr o?D D D. Is delivery address different from item 1? EL4ea- It YES, enter delivery addresss belo © No L?` 33 7 S i. IY C-0Y 3. S ice Type Certified Mail ? Express Mail ? Registered 0 Return Receipt for Merchandise 0 Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) ? Yes 2. Articlel _7001 0360 0001 3442 0863 (bans/ PS Form 3811, August 2001 Domestic Return Receipt 102595-02-M-1540 EXHIBIT A iz c- ?' T-7 ^_ CECELIA F. STOCK, Plaintiff VS. TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term IN DIVORCE PLAINTIFF'S MOTION TO COMPEL AND NOW comes the above-named Plaintiff, by her attorney, Samuel L. Andes, and moves the court to compel the Defendant to answer her prior discovery requests for the reasons set forth herein: 1. The moving party herein is the Plaintiff. The responding party herein is the Defendant. 2. On 7 April 2006, Plaintiff served upon Defendant, by regular mail, a Request for Production of Documents and Things. A copy of that Request is attached hereto and marked as EXHIBIT A. 3. Defendant has not filed any objections to Plaintiff's Request. 4. Defendant has not filed an answer to Plaintiff's Request. 5. Defendant has provided the documents or other information described in Plaintiff's Request and has, in fact, made no response whatsoever to Plaintiff's Request. WHEREFORE, Plaintiff prays this court to compel Defendant to file an Answer to her Request for Production, as required by the Rules of Court, and to provide the documents described in her Request for Production. I L. Andes Attorney for Plaintiff Supreme Court ID 17225 525 North 12th Street Lemoyne, PA 17043 (717) 761-5361 'COMMONWEALTH OF PENNSYLVANIA ) ( SS.. COUNTY OF CUMBERLAND ) SAMUEL L. ANDES, being duly sworn according to law, deposes and says that he is the attorney of record for the Plaintiff herein and that the facts set forth in the foregoing document are true and correct to the best of his knowledge, information, and belief. N K Sk, C_ _'), EL L. AND S Sworn to and subscribed before this i l day of kwtk , 2006 Notary P tic. WTARK SML W IN IONl?. Eo_ mod CERTIFICATE OF SERVICE I hereby certify that I served an original of the foregoing document herein by regular 'mail, postage prepaid, to the following, addressed as follows: Mr. Terrance E. Stock c/o Ms. Marie Stock 1037 South West 86`h Terrace Ocala, FL 34481 Cindy Trellis Bernstein, Esquire Gulf Tower, Suite 1240 707 Grant Street Pittsburgh, PA 15219-1911 Date: 11 May 2006 Amy M. Irkins S retary for Samuel L. Andes k 1,. CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term IN DIVORCE REQUEST FOR PRODUCTION OF DOCUMENTS AND THINGS TO: Mr. Terrance E. Stock c/o Ms. Marie Stock 1037 South West 86th Terrace Ocala, FL 34481 You are requested, in accordance with Pa. R.C.P. 4009, to deliver to the office of the undersigned at 525 North 12th Street, Lemoyne, Pennsylvania, or otherwise make arrangements reasonably satisfactory to the undersigned, for his inspection or examination, copies of the following documents, articles, and things, within thirty (30) days of the date of this Request. For purposes of this Request, all computer records and information available on computer records or within computer programs, should be included within the Request for Production. That is, this Request is not limited to documents or "hard copies" of records, but should include computer records, tapes, disks, and other media as well as paper documents. 1. Copies of any deeds, agreements of sale, or other documents which reflect or confirm your ownership interest in any real estate in which you have owned an interest since 1 January 2005. Page 1 of 3 2. Copies of any and all documents reflecting any mortgage liens or other debts which encumber the title or your interest in any of the real estate in which you own or claim an interest at this time. 3. Copies of statements for any retirement account, pension, 401 (k) Plan, individual retirement account, or other tax-deferred asset in which you own or claim an interest or which is held for your benefit. This request specifically includes any benefits or account you hold with TIAA CREF and Fidelity Investments. The statements requested are all statements for the period 1 January 2003 to the present. 4. Copies of all statements for the period 1 January 2003 to the present for any account or other deposit you held during that time in any bank, investment company, mutual fund, or other financial institution, whether held in your name alone, your name jointly with anyone else, or held in any other party's name for your benefit. This request specifically includes any accounts, whether held in your name or not, into which you regularly make deposits or regularly disburse funds. 5. Copies of the check registry or other documents which list the regular deposits and disbursements from any checking or other account in any financial institution into which you regularly make deposits or from which you regularly make disbursements. The documents should include the period 1 January 2003 to the present. 6. Copies of your federal income tax returns, as filed, for the years 2003, 2004, and 2005, together with all W-2 Statements, 1099 Statements, K-1 Schedules, and other documents which reflect your income. In the event you have not filed a tax return for any of those years, please provide the W-2, 1099, K-1 and other documents which reflect the income you earned in that year. 7. Copies of your last four paycheck stubs from all employers or other sources of your income. Samuel L. Andes Attorney for Plaintiff Supreme Court ID 17225 525 North 12th Street Lemoyne, PA 17043 (717) 761-5361 Page 2 of 3 a M II CERTIFICATE OF SERVICE I hereby certify that I served an original of the foregoing document herein by regular mail, postage prepaid, to the following, addressed as follows: Mr. Terrance E. Stock c/o Ms. Marie Stock 1037 South West 86th Terrace Ocala, FL 34481 Cindy Trellis Bernstein, Esquire Gulf Tower, Suite 1240 707 Grant Street Pittsburgh, PA 15219-1911 Date: 7 April 2006 Amy Mrkins Sectary for Samuel L. Andes Page 3 of 3 C r' C3 C-11 C?1 -?? -ri - rn _ " - -1 lr"a + _ . (1 rn J Fe, -4 D MAY 1 2 2006 CECELIA F. STOCK, Plaintiff VS. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term TERRANCE E. STOCK, Defendant IN DIVORCE ORDER OF COURT AND NOW this day of V\ o, , 2006, upon consideration of the attached Motion to Compel, we hereby order the Defendant to file an answer as required by the Rules of Court and to provide the documents and other things described in Plaintiff's Request for Production of Documents and Things within 30 days from the date of service of a copy of this Order upon him. BY THE COURT, Distribution: .15amuel L. Andes, Esquire (Attorney for Plaintiff) 525 North 121" Street, Lemoyne, PA 17043 ,/4r. Terrance E. Stock (Defendant) c/o Ms. Marie Stock, 1037 South West 86th Terrace, Ocala, FL 34481 veindy Trellis Bernstein, Esquire (Attorney for Defendant) Gulf Tower, Suite 1240, 707 Grant Street, Pittsburgh, PA 15219-1911 d' C? VINVMUSIINt d ),Lrrrn - ovno Lh :Z bid 5 { AVW 90OZ AdViQ%QF i0L'd 4U JO CECELIA F. STOCK, Plaintiff VS. TERRANCE E. STOCK, Defendant TO THE PROTHONOTARY: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 05-4108 CIVIL TERM CIVIL ACTION - LAW IN DIVORCE PRAECIPE Please enter my appearance on behalf of the Defendant in the above captioned matter. PURCELL, KRUG & HALLER By Jr. i.D. #29955 1719 North Front Street Harrisburg, PA 17102 717-234-4178 Date: July 18, 2006 CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term IN DIVORCE PETITION FOR SANCTIONS AND NOW comes the above-named Plaintiff, by her attorney, Samuel L. Andes, and petitions the court to impose sanctions upon the Defendant for failure to comply with this court's prior orders and with the Plaintiff's discovery requests, based upon the following: 1. The moving party herein is the Plaintiff. The responding party herein is the Defendant. 2. This a divorce action which involves, among other things, significant retirement accounts held in the name, and under the control of, the Defendant. 3. On 7 April 2006 Plaintiff served upon Defendant a Request for Production of Documents and Things in an effort to obtain information about retirement assets, investment accounts, and other assets held or controlled by the Defendant. The Request for Production was duly served upon the Defendant himself and his attorney at that time. 4. On 11 May 2006, Plaintiff filed a Motion to Compel because the Defendant or his attorney had not responded to Plaintiff's Request for Production. In response to that Motion to Compel, this court, by an order entered by the Honorable M.L. Ebert, Jr., Judge of this court, dated 15 May 2006, ordered the Defendant to file an Answer and to provide the documents and other things described in Plaintiff's Request for Production. A copy of that order was duly served upon the Defendant and his attorney at that time. 5. Sometime in late May of 2006, the Defendant sent a document which he claimed to be an "Answer" which was accompanied by some documents. A copy of the answer is attached hereto and marked as Exhibit A. 6. Defendant's "Answer" does not comply with Plaintiff's Request for Production or this court's order of 15 May 2006 because it was not accompanied by copies of the documents requested by Plaintiff and which this court ordered Defendant to produce, and it did not supply any credible explanation as to why those documents were not produced. 7. Plaintiff has reason to believe that Defendant is attempting to conceal information about the assets he controls while he moves those assets beyond the reach of Plaintiff or the jurisdiction of this court. For example, Plaintiff has information to the effect that Defendant has made substantial transfers out of one or more of his retirement accounts into new accounts about which Plaintiff has no information and for which Defendant has not produced any information. 8. Plaintiff's pursuit and protection of her rights in this matter is being greatly hampered by Defendant's refusal to comply with the Rules of Court and this coyrt's prior order. Without the information Plaintiff has requested she cannot adequately protect her rights or prepare this court for resolution by the parties through negotiation or by the court through litigation. WHEREFORE, Plaintiff prays this court to impose the following sanctions on the Defendant: A. Award Plaintiff the attorneys fees she has incurred in this matter up to date in her efforts to obtain financial information from the Defendant and about the marital assets, which fees are currently $850.00. B. Authorize Plaintiff to obtain information directly from third-party sources, including TIAA CREF, Fidelity Investments, and any other financial institution in which Defendant may have accounts or assets, without further notice to or participation of Defendant, including the right to issue, serve, and enforce subpoenas for the production of documents and other information. C. Order and direct Defendant to pay Plaintiff's reasonable attorneys fees incurred after the date of this court's order to enforce Plaintiffs rights under the order and obtain the financial information which this court previously ordered Defendant to produce. D. Order and direct such other action as the court deems appropriate and equitable. __n,_ uel L. des Attorney for Plaintiff Supreme Court ID 17225 525 North 12th Street Lemoyne, PA 17043 (717) 761-5361 COMMONWEALTH OF PENNSYLVANIA ) (SS.: COUNTY OF CUMBERLAND ) SAMUEL L. ANDES, being duly sworn according to law, deposes and says that he is the attorney of record for the Plaintiff herein and that the facts set forth in the foregoing document are true and correct to the best of his knowledge, information, and belief. S L L. ANDES Sworn to and subscribed before me this /5701 day of , 2006 N ;.!A! MnAwft CERTIFICATE OF SERVICE I hereby certify that I served an original of the foregoing document herein by regular mail, postage prepaid, to the following, addressed as follows: Mr. Terrance E. Stock c/o Ms. Marie Stock 1037 South West Wh Terrace Ocala, FL 34481 John W. Purcell, Jr., Esquire 1719 North Front Street Harrisburg, PA 17102 Date: 15 August 2006 Amy M. arkins Secretary for Samuel L. Andes EXHIBIT A Andes reply 05-21-06 CECELIA F. STOCK, Plaintiff vs. ) ) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-41108 Civil Term TERRANCE E. STOCK, Defendant IN DIVORCE REQUEST FOR PRODUCTION. OF DOCUMENTS AND THINGS TO: Mr. Terrance E. Stock c/o Ms. Marie Stock 1037 South West 86th Terrace Ocala, FL 34481 You are requested, in accordance with Pa. R.C.P. 4009, to' deliver to the office 6f the undersigned at 525 North 12th Street, Lemoyne, Pennsylvania, or otherwise make arrangements reasonably satisfactory to the undersigned, forms Inspection or examination,. copies of the following documents, articles, and things, within thirty (30) days of the date of this Request. For purposes of this Request, all computer records and Information available on computer records or within computer programs,. should be included within the Request for Production. That is, this Request is not limited to documents or "hard copies" of records, but should include computer records, tapes, disks, and other media as well as paper documents. 1. Copies of any deeds, agreements of sale, or other documents which reflect or confirm your ownership interest in any real estate in which you have owned an interest since 1 January 2005. 1 have had no ownership interest In any real estate, except 54,92 Bearcreek Drive-Mechanicsburg, since 1 January 200 2. Copies of any and all documents reflecting any mortgage liens or other debts which encumber the title or your interest in any of the real estate in which you own or claim an interest at this time. i do not own nor claim an interest in any real estate at this time. 3. Copies of statements for any retirement account, pension, 401 (k) Plan, individual retirement account, or other tax-deferred asset in which you own or claim an interest or which is held for your benefit. This request specifically Page 1 Andes reply 05-21-06 Includes any benefits or account you hold with TIAA CREF and Fidelity Investments. The statements requested are all statements for the period 1 January 2003 to the present. Enclosed. The agreement was that 1 would surrender all fidelity and TIAA-CREF 401 K assets only. Any retirement additions from Union Orthotics and Prosthrtics are not included. 4. Copies of all statements for the period 1 January 2003 to the present for any account or other deposit you held during that time in any bank, inve-trnent company, mutual fund, or other financial institution, whether held in your name alone, your name jointly with anyone else, or hell in any other party's name for your benefit. This request specifically includes any accounts, whether held in your name or not, into which you regularly make deposits or regularly disburse funds. Personal checking and saving records are included. I have no other holdings or accounts of any kind. 5. Copies of the check registry or other documents which list the regular deposits and disbursements from any checking or other account in any financial institution into which you reguladymake deposits or from which you regularly make disbursements. The documents should include the period 1 January 2003 to the present. Cecelia. The registry (checking and savings) are my only personal accounts. All other joint accounts are managed by a: 6. Copies of your federal income tax returns, as filed, for the years 2003, 2004, and 2005, together with all VII-2 Statements, 1098 Statements, K-1 Schedules, and other documents which reflect your income. In the event you have not filed a tax return for any of those years, please provide the W-2,1099, K-1 and other documents which reflect the income you earned in that year. Cecelia has ail Tax return information. I. have no income other than that from Ocala Artificial Limb and Brace. 7. Copies of your last four paycheck stubs from all employers or other sources of your income. Enclosed, but not sequential. Samuel L. Andes Attorney. for Plaintiff Supreme Court 11117225 525 North 12th Street Lemoyne, P A 17043 (717) 761-5361 u Page 2 of 3 Page 2 C.) c--- N -v.u A Mr-. ni r rr4 ? ? Cl Cecelia F. Stock, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA v. 05-4108 CIVIL Terrance E. Stock Defendant IN DIVORCE ORDER OF COURT AND NOW, this 215` day of August, 2006, upon consideration of the Petition for Sanctions filed by the Plaintiff, IT IS HEREBY ORDERED AND DIRECTED that: 1. A rule is issued upon the defendant to show cause why the Plaintiff is not entitled to the relief requested; 2. The Defendant will file an answer to this petition on or before September 1, 2006; 3. A copy of said answer will be filed with this Court; 4. The a Discovery Conference shall be held on Thursday, September 7, 2006, at 11:30 a.m. in the jury room of Courtroom No. 5 of the Cumberland County Courthouse, Carlisle, Pennsylvania. By the Court, ,/Samuel L. Andes, Esquire Attorney for Plaintiff , dohn W. Purcell, Jr., Esquire Attorney for Defendant bas h ?". M. L. Ebert, Jr., J. 0$. W',AIA1,069d z ! .Z WCL ?Z ON 9092 hd71Gi?0+?u?d ?N.1. d0 d?iN ?t ?`C?31l? CECELIA F. STOCK, Plaintiff VS. TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION-LAW NO. 05-4108 IN DIVORCE RESPONSE TO PETITION FOR SANCTIONS AND NOW comes the Defendant, Terrance E. Stock, by his attorney John W. Purcell, Jr., who responds to the Petition for Sanctions filed in the above-captioned matter as follows: 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Denied. Defendant did not claim the document to be an Answer, it was an Answer, and was accompanied by the Documents Plaintiff requested. 6. Denied as a conclusion of law. In any event, Plaintiff's discovery requests are superfluous, as Plaintiff made an offer to settle the entire case, which offer was accepted by the Defendant before the discovery requests were made. In further reply, see New Matter below. 7. Denied. The Defendant is not attempting to conceal any information, Defendant has at all times provided all information requested by the Plaintiff prior to the parries agreement to settle the divorce issues, and even after, when he has no responsibility to do so. 8. Denied. Plaintiff's rights have been fixed as of the moment the parties agreed to the settlement, and are only being hampered by her refusal to abide by the terms of the settlement and proceed with the divorce and dissolution of the marriage, along with the concomitant distribution of assets. NEW MATTER 9. On August 10, 2005, Plaintiff, through her present counsel, sent a letter to the Defendant directly confirming an Agreement between the parties that they had resolved on their own. See attached Exhibit "A". 10. The Agreement was reached before Plaintiff actually filed a Complaint in Divorce between the parties on August 11, 2005. 11. After some communications between counsel for both parties, and numerous discussions, including an exchange of financial information, on November 29, 2005, Defendant accepted the terms of the Settlement Agreement between the parties as set forth in the letter of August 10, 2005. See attached Exhibit "B". 12. Since that date, Plaintiff has denied that the parties have entered into an Agreement, instead insisting that it was only a partial Agreement, and requesting the Defendant add to the terms of the parties' Agreement. 13. When the Defendant refused to renegotiate the already completed Agreement, the Plaintiff filed its discovery request. 14. The discovery requests are filed in bad faith, are arbitrary and capricious, and are totally unnecessary given the parties settlement of all the economic claims. 15. Plaintiff s filing for a Petition for Sanctions is also arbitrary and capricious, inasmuch as the Defendant has graciously provided responses to the discovery request, despite the lack of necessity to do so. 16. Defendant has incurred substantial attorney's fees in responding to the discovery requests, responding to the Petition for Sanctions, and other time incurred. CROSS PETITION FOR SANCTIONS 17. Defendant incorporates by reference the allegations set forth in paragraphs 1 through 16 as if set forth at length 18. Defendant requests the Court to dismiss the Plaintiff s Petition for Sanctions, and to award counsel fees to the Defendant. Respectfully submitted, PURCELL, KRUG & By Purcell, Jr. V 9955 orth Front Street urg, PA 17102 (717) 234-4178 EXHIBIT "A" SAMUEL L. A-wims ATTOUV..Y AT LAW 525 Non= TWXXsrs CT123EYT P. o. Box I" I EMOYN3, PENNSYLVANIA 17043 Tc rmowt (711) 701-WUI )wX 10 August 2005 Mr. Terrance E. Stock c/o Ms. Marie Stock 1037 South West 86'0 Terrace Ocala, Florida 34481 Dear Mr. Stock: I have been asked by your wife Cecelia to represent her in a divorce and property settlement. She advises me that the two of you have agreed to settle the economic claims in the divorce on the following terms: 1. You will transfer the residence in Mechanicsburg to her, subject to the present mortgage. She will be responsible to pay the mortgage in accordance with its terms and will indemnify you on that debt. You will pay off the home equity loan against the property to clear that lien from the house. 2. You will transfer to her your retirement accounts with TIAA CREF and Fidelity. She will retain her 403 (b) account which represents the modest retirement she has from her present employment. 3. Each of you will retain the motor vehicles now In your possessions. You will transfer titles to those to place them.in your individual names and each of you will be responsible to pay any debt which encumbers the title to either vehicle and indemnify the other on those debts. 4. You will pay the balance owed on the Chase MasterCard and the Capital One credit card accounts and you will indemnify your wife from any loss if you fail to pay those accounts off. if this is your understanding of the agreement that you and your wife have reached, please let me know that and I will prepare a formal property settlement agreement to confirm all of these arrangements. You can do that simply by indicating your agreement on a copy of this letter and returning it to me. Mr. Terrance E. Stock 2 10 August 2005 In the meantime, I have prepared and will file a divorce complaint on behalf of your wife. When it has been filed I will mail a copy to you so that you can sign a document acknowledging that you have received a copy of it. There is then a ninety day waiting period which must pass and after that, we can'conclude the divorce by each of you signing a few more documents to evidence your consent to the divorce being granted. If we start that process now and can conclude the property settlement agreement within the next month or two, we will be able to conclude the divorce before the end of the year so that each of you will be single tax payers for income tax purposes. Please let me hear from you on this as soon as possible. Thank you for your anticipated cooperation. amh sincerely, Sa el L. Andes CC: Ms. Cecelia F. Stock EXHIBIT "B" i _.. BERNSTEIN ASSOCIATES, P.C. 7co November 29, 2005 Via Both Facsimile to (717) 761-1435 and by First Class Mail Samuel L. Andes, Esquire 525 North Twelfth Street P.O. Box 168 Lemoyne, PA 17043 COPY OF PREVIOUSLY TRANSMITTED FAX Re: Cecelia F. Stock v. Terrence E. Stock Court of Common Pleas of Cumberland County, PA Case No. 054108 Civil Term Dear Mr. Andes: Consistent with our telephone conversation at approximately 4:10 p.m. today, this letter shall confirm that Terrence Stock is in agreement with those specific settlement terms articulated in your prior August 10, 2005 correspondence. It is my understanding that you now will prepare a proposed property settlement agreement consistent therewith for Mr. Stock and I to review. I certainly look forward to receiving same; thank you. Very truly yours, Q o . l /u.l?.l?l.?/ CINDY TRELLIS BERNSTEIN CTB/tt cc: Mr. Terrence E. Stock Gulf Tower, Suite 1240 • 707 Grant Street • Pittsburgh, PA 15219-1911 • Phone 4121471-5920 • Fax 412471-5921 Email ctbobeinsteinpL om VERIFICATION I, John W. Purcell, Jr., being duly sworn according to law deposes and says that I am the attorney of record for the Defendant herein and that the facts set forth in the foregoing document are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 84904 relating to unsworn falsification to authorities. ". tULUWll' #29955 CERTIFICATE OF SERVICE I, Carol Masich, Legal Assistant to John W. Purcell, Jr., Attorney for the Defendant Terrance E. Stock, hereby certify that a true and correct copy of the foregoing was served on the Plaintiff by forwarding said copy to her attorney at the following address, by first class U.S. Mail on August 30, 2006: Samuel L. Andes, Esquire P.O. Box 168 Lemoyne, PA 17043 Attorney for the Plaintiff rc;'? a' Ga? Carol Masich, Legal Assistant to JOHN W. PURCELL, JR. I.D. NO. 29955 ?-, t? c- ?? "? -n ???.'. c.?'? ..a _ '^ n?? ? r? --- rn r ; - ., s^ ; ' ;? ` rn ' ' ?_, R -?. ? ' ? ?' `'' <? ; ; - -- j ? n , ; _? ?? y CECELIA F. STOCK IN THE COURT OF COMMON PLEAS OF PLAINTIFF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW V. : 05-4108 CIVIL TERRANCE E. STOCK DEFENDANT : IN DIVORCE ORDER OF COURT AND NOW, this 7`h day of September, 2006, following a conference with counsel on Plaintiff's Motion for Sanctions, IT IS HEREBY ORDERED AND DIRECTED that: 1. The Defendant shall provide to Plaintiff, within 30 days of this order, the documents identified in Paragraph 3 and Paragraph 4 of the Plaintiff's Request for Production of Documents. 2. If the Defendant fails to provide the documents addressed in Paragraph 1, the Plaintiff is hereby authorized to issue subpoenas, schedule depositions and pursue any other discovery rights afforded her under the Rules of Court without further authorization of this Court or further notice to or authorization by Defendant. This authorization specifically includes authority to issue subpoenas and serve them upon third parties, such as financial institutions, to obtain information about assets held by or for the benefit of Defendant. 3. We will award such attorney's fees as we deem reasonable which are incurred by Plaintiff to obtain the financial information required by paragraph 1 if Defendant does not provide it in accordance with paragraph 1. By the Court, M. L. Ebert, Jr., J Samuel L. Andes, Esquire Attorney for Plaintiff John W. Purcell, Jr., Esquire Attorney for Defendant 4- D -7?G• bas CECELIA F. STOCK, ) Plaintiff ) VS. ) TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term IN DIVORCE PLAINTIFF'S PETITION TO ENJOIN DISPOSITION OF ASSETS AND NOW comes the above-named Plaintiff, by her attorney, Samuel L. Andes, and petitions the court to enjoin the Defendant's disposition of certain marital assets, based upon the following: 1. The Petitioner herein is the Plaintiff. The Respondent herein is the Defendant. 2. Plaintiff and Defendant have been married for more than thirty-four years and have raised four children. 3. During the marriage, Defendant enjoined a financially successful career and was able to accumulate significant retirement assets, which now include: A. A deferred annuity account with Pacific Life which Plaintiff believes has a value of approximately $164,000.00 or more; and B. An individual retirement account with TIAA CREF which Plaintiff believes has a value of approximately $34,000.00 or more. C. Additional retirement accounts, the specifics of which are unknown to Plaintiff, but which Plaintiff believes has a value of approximately $50,000.00. At the present time, all of those accounts are under the unilateral control of the Defendant. 4. During the marriage Plaintiff pursued only a secondary career outside the home, devoting herself primarily to services as a mother and a homemaker. As a result, she has a 403 (b) Plan account with her employer, the Catholic Diocese of Harrisburg, which has a value of $30,000.00 or less. 5. Other than the above assets, the only assets of significance which the parties own is the marital residence at 5492 Bearcreek Drive in Mechanicsburg, Pennsylvania, which is titled in their names jointly, and in which they own equity of less than $50,000.00. 6. The parties have been separated for several years and have engaged in extensive negotiations in an effort to resolve the economic aspects of their divorce. Defendant recently broke off those negotiations and the parties have not yet reached an agreement for the disposition of those claims or their financial assets. 7. Defendant will attain the age of 59 '/z years in March of 2008. At that time he will be able to withdraw funds from his retirement accounts without liability for an early withdraw penalty. 8. Defendant has indicated to Plaintiff, through counsel for the parties, that he contemplates withdrawing funds from his retirement accounts when he can do so without incurring the 10% early withdraw penalty. Defendant has informally indicated that he will use some of the proceeds withdrawn from those accounts to pay various marital debts. 9. The only financial assets available to Plaintiff to meet her retirement and other financial needs are the marital assets in this case and, most significantly, the retirement account held by the parties. To the extent those retirement accounts are dissipated or consumed, Plaintiff will be left without financial security for her future or her retirement. 10. Liquidation of the retirement accounts by Defendant jeopardizes Plaintiff's financial security both now and in the future and will cause irreparable harm to Plaintiff. Enjoining Defendant from liquidating, encumbering or otherwise alienating the retirement accounts will cause Defendant no financial or other harm. WHEREFORE, Plaintiff prays this court to enjoin Defendant from liquidating, encumbering, or otherwise alienating or disposing of the retirement accounts held by him or in his name without the consent of Plaintiff or further order of this court. amuel L. Andes Attorney for Plaintiff Supreme Court ID 17225 525 North 12th Street Lemoyne, PA 17043 (717) 761-5361 I verify that the statements made In this document are true and correct. I understand that any false statements in this document are subject to the penalties of 18 Pa. C,S. 4904 (unsworn falsification to authorities). Date: ?,IS 1 08 C U0-;_ c*o) J: ??oc- k. CECELIA F. STOCK ? ? ?, ? ` =_` ?; ? _ -? .? -?- }.. , ?""? - ?- ,,,? ? _t ? ... ?a _ s, l . ??? r:: ?. - .. n w.? , ?%:1 GEB 2 0 200By4 CECELIA F. STOCK, ) Plaintiff ) VS. ) } TERRANCE E. STOCK, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term IN DIVORCE ORDER OF COURT 'th ?,b rear AND NOW this ?•J? day of 2008 , upon consideration of the attached Petition, we hereby issue a Rule upon the Defendant to show cause, if any he has, why the relief prayed for therein should not be granted. The Rule shall be served upon Defendant's counsel of record by regular mail and shall be returnable zo days from the date of service. Pending further order of this court, Defendant shall not liquidate, encumber, alienate, or otherwise dispose of any of the retirement accounts held by him or for his benefit. BY THE COURT, Distribution: muel L. Andes, Esquire (Attorney for Plaintiff) 525 North 12th Street, P.O. Box 168, Lemoyne, PA 17043 n W. Purcell, Jr., Esquire (Attorney for Defendant) 1719 North Front Street, Harrisburg, PA 17102-2392 .4a r4 ? w ` IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW (DIVORCE) CECELIA F. STOCK, NO. 05-4108 Civil Term Plaintiff vs TERRANCE E. STOCK, Defendant SUBSTITUTION OF COUNSEL Filed on Behalf of Defendant: TERRANCE E. STOCK Counsel of Record for this Party: 01WIAW Jana M. Palko, Esquire PA I.D. #200596 Cordell & Cordell, P.C. One Oxford Centre 301 Grant Street, Suite 4300 Pittsburgh, PA 15219 (412) 255-3769 0 • 440 ? , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW (DIVORCE) CECELIA F. STOCK, NO. 05-4108 Civil Term Plaintiff vs TERRANCE E. STOCK, Defendant SUBSTITUTION OF COUNSEL PRAECIPE TO WITHDRAW APPEARANCE TOPROTHONOTARY: Please withdraw my appearance on behalf of Defendant, Terrance E. Stock, in the above-captioned case. Date: l7 l . Purce-II; Jr., E Krug & Haller PRAECIPE FOR ENTRY OF APPEARANCE TO PROTHONOTARY: Please enter my appearance on behalf of Defendant, Terrance E. Stock, in the above-captioned case. Date: J a M. Palko, Esquire rdell & Cordell, P.C. " OfFIC , CE OF THE PROTHOWARY 2009 JUN - b PM 2: 3 6 PENN'SYLVA4 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION-LAW (DIVORCE) CECELIA F. STOCK, Plaintiff, No. 05-4108 Civil Term VS. CERTIFICATE OF SERVICE OF DEFENDANT'S ANSWERS TO PLAINTIFF'S REQUEST FOR PRODUCTION OF DOCUMENTS AND THINGS- Second Set TERRANCE E. STOCK, n _ Defendant. --`_ _ Filed on behalf of CIA TERRANCE E. STOCKP Defendant ?. Counsel of Record for this Party: Jana M. Palko, Esquire NA I.D. No. 200596 GI Cordell & Cordell, P.C. The Grant Building 330 Grant Street, Suite 2825 Pittsburgh, Pennsylvania 15219 (412) 918-2360 CERTIFICATE OF SERVICE I hereby certify that a true and correct copy of the within Defendant's Answers to Plaintiff s Request for Production of Documents and Things-Second Set was served on this 19th day of February 2010, via regular, first-class U.S. mail to the below stated individual at the below stated address: Samuel L. Andes, Esquire 525 North 12th Street P.O. Box 168 Lemoyne, PA 17043 Cordell & Cordell, P.C. `ii '__, T~ .._ _ '"^En r i v Y It ~ .~ .". .:.~ r i ~ z.. Y ~~ =v4E~~i'C... . . `T~ ~~ . CECELIA F. STOCK, Plaintiff ) vs. ) TERRANCE E. STOCK, ) Defendant ) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION -LAW NO. OS-4108 Civil Term IN DIVORCE PETITION FOR LEAVE TO WITHDRAW AS COUNSEL AND NOW comes Samuel L. Andes, and petitions the court for leave to withdraw as counsel for Plaintiff in the above matter, based upon the following: 1. Petitioner is Samuel L. Andes, an attorney admitted to the bar of Pennsylvania and of this Court who maintains offices for the practice of law at 525 North 12`~ Street in Lemoyne, Pennsylvania. 2. The Respondents are Cecelia F. Stock, an adult individual who resides at 5492 Bearcreek Drive in Mechanicsburg, Pa 17050 and Terrance E. Stock, an adult individual now residing in Florida who is represented in these proceedings by Jana M. Palko, Esquire of 330 Grant Street, Suite 2825 in Pittsburgh, PA 15219. 3. Petitioner cannot effectively and properly represent Plaintiff in this matter for the following reasons: A. Plaintiff has repeatedly failed to follow Petitioner's advice in the proper handling of this case. B. Plaintiff has failed to provide Petitioner with information which Petitioner needs to properly and adequately represent her in these proceedings and to prepare them for eventual hearing or settlement. C. Plaintiff has failed to pay Petitioner's fees and costs so that he can continue to represent her properly. s 4. As a result of the above, Petitioner cannot perform his professional responsibility to Plaintiff or acquit his responsibilities to this court in the pending litigation. 5. Petitioner has provided notice of his intention to file this Petition to both Respondents at least seven (7) days prior to filing the Petition. 6. Prior orders in this mater have been entered by the Honorable Kevin A. Hess. 7. Petitioner has not received an affirmative response from either Respondent to his notice of filing this Petition and concludes, therefore, that neither Respondent concurs in the relief requested by Petitioner. S L. An Attorney at Law Supreme Court ID # 17225 525 North 12~' Street P.O. Box 168 Lemoyne, Pa 17043 (717) 761-5361 ~~ I verify that the statements made in this document are true and correct. I understand that any false statements in this document aze subject to the penalties of 18 Pa. C.S. 4904 (unsworn falsification to authorities). Date: ~. J 3 • ~ ~ S L L. ANDES CERTIFICATE OF SERVICE I hereby certify that I served an original of the foregoing document herein by regular mail, postage prepaid, to the following, addressed as follows: Jana M. Palko, Esquire 330 Grant Street, Suite 2825 Pittsburgh, PA 15219 Ms. Cecelia F. Stock 5492 Bearcreek Drive Mechanicsburg, Pa 17050 Date: 13 August 2010 Amy arkins Secretary for Samuel L. Andes CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant Zo ? u RccB- ? a Rr? ORDER OF COURT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 05-4108 Civil Term IN DIVORCE AND NOW this Zo day of 2010, upon consideration of the attached Petition, a Rule is hereby issued upon the Respondents, to show cause, if any they have, why the relief requested in said Petition should not be granted and Mr. Andes should not be permitted to withdraw as Plaintiff's attorney. The Rule shall be served upon Plaintiff by regular mail at the address listed in the Petition and upon Defendant's counsel at her address listed in the Petition. The Rule shall be returnable 2 0 days from date of service. BY THE COURT, Distribut/ions Samuel L. Andes, Esquire (Petitioner) 525 North 12' Street, P.O. Box 168, Lemoyne, Pa 17043 Ms. Cecelia F. Stock (Plaintiff) 5492 Bearcreek Drive, Mechanicsburg, Pa 17050 --"'J-a-na M. Palko, Esquire (Attorney for Defendant) 330 Grant Street, Suite 2825, Pittsburgh, PA 15219 1?f 62S rna-(L?L 8/?3/ICS FILED-OFFICE OF THE7 NR'01 TH0N0TARY 2011 "."' _. '_ , c;. L, r p .. i ' I 4 Johnson, Duffle, Stewart & Weidner By: Melissa Peel Greevy, Esquire I. D. No. 77950 Attorneys for Plaintiff 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff NO. 05-4108 CIVIL TERM T TERRANCE E. STOCK, Defendant IN DIVORCE PRAECIPE TO WITHDRAW/ENTER APPEARANCE TO THE PROTHONOTARY: AND NOW, this day of 2010 , kindly withdraw the appearance of SAMUEL L. ANDES, Esquire, on behalf of the Plaintiff. By: Sa I L. Andes, squire Attorney I . D. 17225 AND NOW, this ,?? day of Jam, 201 1, enter the appearance of MELISSA PEEL GREEVY, Esquire on behalf of Plaintiff in the above-captioned matter. JOHNSON DUFFIE, STEWART & WEIDNER By. Melissa Peel Greevy, Esquire Attorney I.D. No. 77950 :418763 I FILED-OFFICE "EF THE RPGTHG,'NGTARY 21211 JU',- 18 PM 12: 1 f"UMDERLAI"gD GQUN,T`' PE °N4SYL18'N N 1 Johnson, Duffie, Stewart & Weidner By: Melissa Peel Greevy, Esquire I.D. No. 77950 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, Plaintiff V. TERRANCE E. STOCK, Defendant Attorneys for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 05-4108 CIVIL TERM IN DIVORCE CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA PURSUANT TO RULE 4009.22 As a prerequisite to service of a subpoena for documents and things pursuant to Rule 4009.22, Plaintiff hereby certifies that: (1) A Notice Of Intent To Serve A Subpoena, with copies of the subpoenas attached thereto, was mailed, or delivered to Defendant at least twenty (20) days prior to the date on which the subpoenas were sought to be served; (2) A copy of the Notice Of Intent, including the proposed subpoenas, is attached to this Certificate; (3) No objection to the subpoenas has been received; and (4) The subpoenas to be served are identical to the subpoenas attached to the Notice Of Intent. Respectfully submitted, JOHNS DUF IE, STEWART & WEIDNER Melissa Peel Greevy Date: Johnson, Duffie, Stewart & Weidner By: Melissa Peel Greevy, Esquire I.D. No. 77950 Attorneys for Plaintiff 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff V. TERRANCE E. STOCK, NO. 05-4108 CIVIL TERM Defendant IN DIVORCE NOTICE OF INTENT TO SERVE SUBPOENAS TO PRODUCE DOCUMENTS AND THINGS FOR DISCOVERY PURSUANT TO RULE 4009.21 To: Jana M. Palko, Esquire Cordell & Cordell, P. C. The Grant Building 330 Grant Street, Suite 2825 Pittsburgh, PA 15219 PLEASE TAKE NOTICE that Plaintiff intends to serve subpoenas identical to the ones that are attached to this notice. You have twenty (20) days from the date listed below in which to file of record and serve upon the undersigned an objection to the subpoenas. If no objection is made, the subpoenas may be served. Respectfully submitted, JOH UFFIE, STEWART & WEIDNER Date: -P :446258 Melissa Peel Greevy, Esquire COMMONWEALTH Or PENNSYLVANIA COUNTY OF CUMBERLAND CECELIA F. STOCK, Plaintiff vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO RULE 4009.22 TO: Pacific (Name of Person or Entity) Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the following documents or things: Currently effective beneficiary designation form Copies of quarterly or monthly statements and transaction history showing withdrawals or rollovers from January 1, 2003 to present for Terrance E. Stock Contract No - VR05061983 at Johnson, Duffie, Stewart & Weidner. 301 Market Street P.O. Box 109, Lemoyne PA 17043. You may deliver or mail legible copies of the documents or produce things requested by this subpoena, together with the certificate of compliance, to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If you fail to produce the documents or things required by this subpoena within twenty (20) days after its service, the party serving this subpoena may seek a court order compelling you to comply with it. THIS SUBPOENA WAS ISSUED AT THE REQUEST OF THE FOLLOWING PERSON: NAME: ADDRESS: TELEPHONE: SUPREME COURT ID #: Melissa Peel Greevv, Esauire . 301 Market Street Lemoyne, PA 17043 717-761-4540 77950 BY THE COURT: l?MTZ) l U FLL- Prothonotary/Clerk, Civil Division DATE: Seal of the Court Deputy (Eff. 7/97) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND CECELIA F. STOCK, Plaintiff vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO RULE 4009.22 TO: Fidelity Investments (Name of Person or Entity) Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the following documents or things: Currently effective beneficiary designation form Copies of quarterly or monthly statements and transaction histo_ry_showinq withdrawals or rollovers from January 1, 2003 to present for Terrance E. Stock Control No 072481740A108 Plan 72125 MSH 403(b) plan , SSN 207-38-3625. at Johnson, Duffie, Stewart & Weidner, 301 Market Street P.O. Box 109, Lemoyne PA 17043. You may deliver or mail legible copies of the documents or produce things requested by this subpoena, together with the certificate of compliance, to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If you fail to produce the documents or things required by this subpoena within twenty (20) days after its service, the party serving this subpoena may seek a court order compelling you to comply with it. THIS SUBPOENA WAS ISSUED AT THE REQUEST OF THE FOLLOWING PERSON: NAME: ADDRESS: TELEPHONE: SUPREME COURT ID #: Melissa Peel Greevv. Esauire 301 Market Street Lemoyne, PA 17043 717-761-4540 77950 BY THE COURT: -D BlStL Prothonotary/Clerk, Civil Division DATE: 6- -?a- I Seal of the Court Deputy (Eff. 7/97) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND CECELIA F. STOCK, Plaintiff vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO RULE 4009.22 TO: Vanguard (Name of Person or Entity) Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the following documents or things: Currently effective beneficiary designation form Copies of quarterly or monthly statements and transaction history showing withdrawals or rollovers from January 1, 2003 to present for Terrance E. Stock Contract No. 88036192506. at Johnson, Duffie, Stewart & Weidner, 301 Market Street P.O Box 109, Lemoyne PA 17043. You may deliver or mail legible copies of the documents or produce things requested by this subpoena, together with the certificate of compliance, to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If you fail to produce the documents or things required by this subpoena within twenty (20) days after its service, the party serving this subpoena may seek a court order compelling you to comply with it. THIS SUBPOENA WAS ISSUED AT THE REQUEST OF THE FOLLOWING PERSON: NAME: Melissa Peel Greevv, Esquire . ADDRESS: 301 Market Street Lemoyne, PA 1,7043 TELEPHONE: 717-761-4540 SUPREME COURT ID #: 77950 BY THE COURT: Prothonotary/Clerk, Civil Division Deputy DATE: Seal of the Court (Eff. 7/97) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND CECELIA F. STOCK, Plaintiff vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO RULE 4009.22 TO: TIAA (Name of Person or Entity) Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the following documents or things: Currently effective beneficiary designation form, Copies of quarterly or monthly statements and transaction history_showina withdrawals or rollovers from January 1, 2003 to present for Terrance E. Stock Contract TIAA B996237-0, CREF Q996237-7 and 1 H07158-2. at Johnson, Duffie. Stewart & Weidner, 301 Market Street P .O. Box 109, Lemoyne PA 17043. You may deliver or mail legible copies of the documents or produce things requested by this subpoena, together with the certificate of compliance, to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If you fail to produce the documents or things required by this subpoena within twenty (20) days after its service, the party serving this subpoena may seek a court order compelling you to comply with it. THIS SUBPOENA WAS ISSUED AT THE REQUEST OF THE FOLLOWING PERSON: NAME: Melissa Peel Greevy Esquire . ADDRESS: 301 Market Street Lemoyne, PA 17043 TELEPHONE: 717-761-4540 SUPREME COURT ID #: 77950 BY THE COURT: `mozb -]:) 7ky l?'L'L Prothonotary/Clerk, Civil Division II Deputy DATE: Seal of the Court (Eff. 7/97) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND CECELIA F. STOCK, Plaintiff vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO RULE 4009.22 TO: All America Financial (Name of Person or Entity) Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the following documents or things: Currently effective beneficiary designation form Copies of quarterly or monthly statements and transaction history showing withdrawals or rollovers from January 1, 2003 to present for Terrance E. Stock, Account No - PQ00487168 and PQ 207383625 401 (k )j. at Johnson, Duffie, Stewart & Weidner, 301 Market Street P.O. Box 109, Lemoyne PA 17043. You may deliver or mail legible copies of the documents or produce things requested by this subpoena, together with the certificate of compliance, to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If you fail to produce the documents or things required by this subpoena within twenty (20) days after its service, the party serving this subpoena may seek a court order compelling you to comply with it. THIS SUBPOENA WAS ISSUED AT THE REQUEST OF THE FOLLOWING PERSON: NAME: Melissa Peel Greevy Esquire . ADDRESS: 301 Market Street Lemoyne, PA 17043 TELEPHONE: 717-761-4540 SUPREME COURT ID 77950 BY THE COURT: Prothonotary/Clerk, Civil Division Deputy DATE: Seal of the Court (Eff. 7197) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND CECELIA F. STOCK, Plaintiff vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR DISCOVERY PURSUANT TO RULE 4009.22 TO: Principal Financial Group (Name of Person or Entity) Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the following documents or things: Currently effective beneficiary designation form Copies of quarterly or monthly statements and transaction history showing withdrawals or rollovers from January 1, 2003 to present for Terrance E Stock Contract No 8-01266 for Union Orthotics and Prosthetics Employee 401(K) Plan. at Johnson, Duffie, Stewart & Weidner, 301 Market Street P.O. Box 109, Lemoyne PA 17043. You may deliver or mail legible copies of the documents or produce things requested by this subpoena, together with the certificate of compliance, to the party making this request at the address listed above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the things sought. If you fail to produce the documents or things required by this subpoena within twenty (20) days after its service, the party serving this subpoena may seek a court order compelling you to comply with it. THIS SUBPOENA WAS ISSUED AT THE REQUEST OF THE FOLLOWING PERSON: NAME: Melissa Peel Greevy Esquire . ADDRESS: 301 Market Street Lemoyne, PA 17043 TELEPHONE: 717-761-4540 SUPREME COURT ID #: 77950 BY THE COURT: 1kr p 1) o < <- Prothonotary/Clerk, Civil Division DDATE: Seal of the Court (Eff. 7/97) CERTIFICATE OF SERVICE AND NOW, thi?bjday of jf-'Y4L 2011, the undersigned does hereby certify that she did this date serve a copy of the foregoing Notice Of Intent to Serve Subpoenas to Produce Documents And Things For Discovery Pursuant To Rule 4009.21 upon the counsel of record by causing same to be deposited in the United States Mail, first class postage prepaid, at Lemoyne, Pennsylvania, addressed as follows: Jana M. Palko, Esquire Cordell & Cordell, P.C. The Grant Building 330 Grant Street, Suite 2825 Pittsburgh, PA 15219 And via fax to (412) 918-2361 JOHNSPN, DUFF, STEWART & WEIDNER By UY? l elissa Peel Greevy CERTIFICATE OF SERVICE I hereby certify that I served a copy of the foregoing Certificate Prerequisite to Service of a Subpoena Pursuant to Rule 4009.22 upon the person(s) indicated below by depositing a copy of the sme in the United States mail, postage prepaid, at Lemoyne, Pennsylvania, on the 1!??ay of July, 2011: Jana M. Palko, Esquire Cordell & Cordell, P.C. The Grant Building 330 Grant Street, Suite 2825 Pittsburgh, PA 15219 And via fax to (412) 918-2361 JLN, FFI E, STEWART & WEIDNER 0) Melissa Peel Greevy :449945 CECELIA F. STOCK, IN THE COURT OF COMMON PLEAS OF PLAINTIFF CUMBERLAND COUNTY, PENNSYLVANIA V. 03 ° r TERRANCE E. STOCK, DEFENDANT NO. 05-4108 CIVIL rv r : Tra PLAINTIFF'S PETITION FOR EMERGENCY RELIEFc co ORDER OF COURT cn AND NOW, this 19th day of July, 2011, upon consideration of Plaintiff's Petition' for Emergency Relief, IT IS HEREBY ORDERED AND DIRECTED that: 1. A Rule is issued upon the Defendant to show cause why the relief requested should not be granted; 2. The Defendant will file an answer on or before August 9, 2011. The Answer shall be accompanied by complete and detailed documentation of all withdrawals taken since January 1, 2003, from the parties' retirement, 401(k), 401(b), IRA and investments of any nature. 3. A hearing on the matter will be held on Wednesday, September 14, 2011, at 10:00 a.m. in Courtroom No. 2 of the Cumberland County Courthouse, Carlisle, Pennsylvania. At the hearing, inter alia, the court will consider awarding reasonable counsel fees to Plaintiff/Petitioner, issuing an Order as necessary to protect the remaining retirement assets, and determining any amount of an advancement of retirement assets that should be awarded in the interim to Plaintiff/Petitioner in an amount equal to any assets that were liquidated, dissipated or used by Defendant since January 1, 2003. IT IS FURTHER ORDERED AND DIRECTED that the Order of February 25, 2008, prohibiting the liquidation, encumbrance, alienation, or disposition of any of the parties' retirement accounts remains in full force and effect. By the Court, ?x -? qA - M. L. Ebert, Jr., J. /Melissa Peel Greevy, Esquire Attorney for Plaintiff Jana Palko, Esquire Attorney for Defendant Ml bas .p j...$?ry T 114. -Ls! C&BERL YND COUNTY PENNS Johnson, Duffle, Stewart & Weidner By: Melissa Peel Greevy I.D. No. 77950 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant Attorneys for Plaintiff/Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA No. 2005-4108 Civil Term IN DIVORCE MOTION FOR RULE ABSOLUTE AND NOW, this day of August, 2011, comes the Petitioner/Plaintiff, by and through her attorneys, Johnson, Duffie, Stewart & Weidner, and moves for Rule Absolute in support of which she avers the following: 1. Petitioner filed a Petition for Emergency Special Relief Pursuant to 23 Pa. C.S.A. §3323(f) and Pa. R.C.P. 1920.43 and for the Contempt of this Court's Order of February 25, 2008 on July 14, 2011. 2. The Petition was served on Defendant's Counsel on July 8, 2011. 3. An Order of Court was entered by the Honorable M. L. Ebert, Jr., on July 19, 2011, issuing a Rule upon the Defendant to show cause why the relief requested by the Plaintiff should not be granted and directing the Defendant to file an answer on or before August 9, 2011. 4. The July 19, 2011 Order of Court also scheduled a hearing on this matter for Wednesday, September 14, 2011, at 10:00 a.m. 5. To date, the Petitioner has not received an answer from the Defendant with regard to the July 19, 2011 Order of Court. 6. The undersigned's assistant contacted the Cumberland County Prothonotary's office on the morning of August 11, 2011, to inquire if an Answer to Petitioner's Petition for Emergency Special Relief had been filed by the Defendant. The assistant was informed that, to date, Defendant had not filed an Answer. WHEREFORE, in the absence of a response from the Defendant, Petitioner is entitled to the relief prayed for in their Petition for Emergency Special Relief pursuant to 23 Pa. C.S.A. §3323(f) and Pa. R.C.P. 1920.43 and for the Contempt of this Court's Order of February 25, 2008 filed on July 14, 2011. Respectfully submitted, JOHNS IE, STEWART & WEIDNER CERTIFICATE OF SERVICE AND NOW, this 11th day of August, 2011, the undersigned does hereby certify that she did this date serve a copy of the foregoing Motion for Rule Absolute and proposed Order upon the counsel of record by causing the same to be deposited in the United States Mail, first class postage prepaid, at Lemoyne, Pennsylvania, addressed as follows: Jana M. Palko, Esquire Cordell & Cordell, P.C. 330 Grant Street, Suite 2825 Pittsburgh, PA 15219 JOHNSGN-, QUFFIE, STEWART & WEIDNER issa Peel Greevy, Esqu :454309 FILED-OFFICE OF THE PROTHONOTARY 2011 AUG 22 PM 1= 25 CECELIA F. STOCK, : IN THE COURT OF CON ft9I1FA* COUNTY Plaintiff : CUMBERLAND COUNTY, IFAMSYLVAWAN V. : NO. 2005 - 4108 Civil Term TERRANCE E. STOCK, Defendant : IN DIVORCE ANSWER AND MOTION IN OPPOSITION TO THE REQUEST TO MAKE THE RULE ABSOLUTE AND NOW COMES, Terrance E. Stock, Defendant, by and through his attorney, Jane Adams, Esquire, and hereby filed this Response to the Petition for Emergency Special Relief and Rule to Show Cause, and in support thereof avers as follows: 1. A divorce complaint was filed in this matter on August 11, 2005. 2. Plaintiff is represented by Melissa Peel Greevy, Esquire. 3. Defendant was represented by Jana M. Palko, Esquire. 4. Defendant recently retained Jane Adams, Esquire. A Praecipe for Appearance is being filed contemporaneously with this Motion. 5. A Rule was issued by this Honorable Court on July 19, 2011, which directed Defendant to file an Answer to Plaintiff s Interrogatories on August 9, 2011. 6. Counsel, Jane Adams, Esquire, was just retained on this matter and needs additional time to obtain further information and prepare Answers to comply with this Honorable Court's Order, and communicate with opposing counsel. 7. A hearing has been set on this matter for September 14, 2011. 8. Defendant's counsel opposes entry of the Motion to make the Rule absolute and requests all further relief be delayed until the hearing date on September 14, 2011. 9. Jane Adams contacted Melissa Peel Greevy and she opposes any further extensions of time on the September hearing date. 10. This matter was previously scheduled before Judge Ebert. WHEREFORE, Plaintiff requests this Honorable Court delay entry of any requested relief until the next hearing. Date: Respectfully submitted, J dams, Esquire o. 79465 17 AV. South St. Carlisle, Pa. 17013 (717) 245-8508 ATTORNEY FOR DEFENDANT CECELIA F. STOCK, PLAINTIFF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA V. : c ? -Y; rn TERRANCE E. STOCK, rnuo rn x„ G r DEFENDANT NO. 05-4108 CIVIL;'- N o° T> r PLAINTIFF'S PETITION FOR EMERGENCY RELIEF _ 2 CD ORDER OF COURT v N . AND NOW, this 24tj' day of August, 2011, upon consideration of Cecilia Stock's Motion for Rule Absolute and Terrance Stock's Answer thereto and the Court noting that the Defendant has again totally ignored the Order of this Court dated July 19, 2011, IT IS HEREBY ORDERED AND DIRECTED that the Defendant shall appear before the Court for hearing on September 14, 2011, at 10:00 a.m. in Courtroom No. 2 of the Cumberland County Courthouse, Carlisle, Pennsylvania. 2. Counsel for the Plaintiff will provide to the Court evidence of reasonable counsel fees incurred by the Plaintiff as a result of the Defendant's failure to comply with the Order of this Court dated July 19, 2011. 3. The Defendant will provide to this Court on or before September 2, 2011, complete and detailed documentation of all withdrawals taken since January 1, 2003, from any of the parties' retirement, 401(k), 401(b), IRA accounts and/or investments of any nature. Failure to comply with this Order will result in the Defendant's incarceration in the Cumberland County Prison until full and complete documentation is provided. By the Court, M. L. Ebert, Jr., J /Melissa Peel Greevy, Esquire Attorney for Plaintiff i0opies Jane Adams, Esquire $IO/q Attorney for Defendant pK6 bas CECELIA F. STOCK, IN THE COURT OF COMMON PLEAS OF PLAINTIFF CUMBERLAND COUNTY, PENNSYLVANI A TERRANCE E. STOCK, Mao cn ` rn ? 0 DEFENDANT NO. 05-4108 CIVIL z " -Orr IN RE: CIVIL CONTEMPT : -v rn v ORDER OF COURT =° , c.n AND NOW, this 14th day of September, 2011, it appearing that the Defertdar' has failed to comply with paragraph 2 of this Court's Order dated July 19, 2011 and paragraph 3 of this Court's Order dated August 24, 2011; Accordingly, IT IS HEREBY ORDERED AND DIRECTED that: 1. A Rule is issued upon the Defendant to show cause why attachment should not issue and why he should not be found in civil contempt; 2. Defendant shall file an answer to the Rule on or before close of business September 23, 2011, and a hearing on the matter shall be held on September 26, 2011, at 8:30 a.m. in Courtroom No. 2 of the Cumberland County Courthouse, Carlisle, Pennsylvania. Melissa Peel Greevy, Esquire Attorney for Plaintiff Jane Adams, Esquire Attorney for Defendant By the Court, M. L. Ebert, Jr., .?. e? NO 9 ?1 pll? I bas STOCK CECELIA F IN THE COURT OF COMMON PLEAS OF , . PLAINTIFF CUMBERLAND COUNTY, PENNSYVP?IA C- m - V. rn ? m ..U rn- TERRANCE E. STOCK, DEFENDANT NO. 05-4108 CIVIL c --o IN RE: PLAINTIFF'S PETITION FOR EMERGENCY RELIEF 5S? Cn ORDER OF COURT AND NOW, this 14th day of September, 2011, this being the time and place set for a hearing on the Plaintiff's Petition for Emergency Relief and the Defendant having failed to comply with this Court's Orders July 19, 2011 and August 24, 2011 and having failed to appear as directed after being given notice; IT IS HEREBY ORDERED AND DIRECTED that a Bench Warrant shall issue for the Defendant's arrest. The Defendant shall be brought before the Court at which time a hearing shall be set to determine if the Defendant is guilty of direct criminal contempt for failing to appear in Court as directed after notice. By the Court, ? Melissa Peel Greevy, Esquire Attorney for Plaintiff Jane Adams, Esquire Attorney for Defendant bas IrA" ?S ql?u I/u * M. L. Ebert, Jr., COP' q 16111 I a t , ., COMMONWEALTH OF PENNSYLVANIA ) SS: OCA: COUNTY OF CUMBERLAND ) TO: R. Thomas Kline, Sheriff, or any duly authorized law enforcement officer. RE: Terrance E. Stock DOCKET #: 05-4108 Civil I/k/a - c/o Marie Stock 1037 South West 86th Terrace Ocala, FL 34481 DOB: 09/19/48 SEX: M RACE: WHITE HT: 6' WT: EYES: BLU HAIR: BRO SSN: OLN: 13528188 PA (Expired) SID: FBI: WHEREAS, the above-named defendant failed to appear for a hearing held on September 14, 2011 at 10:00 a.m. in Courtroom No. 2 of the Cumberland County Courthouse, Carlisle, Pennsylvania. WHEREAS, this Court on September 14, 2011, directed a Bench Warrant be issued for the apprehension of the Terrance E. Stock. This is therefore to command you to arrest the defendant above. It is specifically ordered that the Sheriff of Cumberland County shall only serve this warrant on a weekday between the hours of 8:30 a.m. and 3:00 p.m. and shall bring Defendant immediately before the Court for the purposes of posting security and setting a final hearing on the issue of Contempt of Court. WITNESS the undersigned Judge, at Carlisle, this 14th day of September, 2011. M. L. Ebert, Jr., TTEST: CLERK OF THE COURT (Prothonotary) (SEAL) Driver Detail 1 Driver Detail [Driver Demographics STOCK, TERRANCE E Driver Name M Gender 5492 BEARCREEK DR MECHANICSBURG, PA 17055 Address (View Map) Driver License 08/12/2004 Issue Date 09/20/2008 Expiration Date Endorsements Restrictions (OS) OUT OF STATE. Record Type Photo History Photo Record (I of 3) Photo Capture Station Information Source: Vii. 09/20/2004 14:26:50 (711) EAST LIBERTY Photo Date Location SALYMAN 01 200471101@264068 Operator ID Station ID Viisage Control ID Driver Information 13 528188 Driver License Number CUMBERLAND County DRIVER'S LICENSE License Card Type Photo Record (2 of 3) Photo Capture Station Information 09/19/1948 Date of Birth 09/02/2000 01:00:00 (022) HARRISBURG (ROC) Photo Date Location Source: PennDOT 09/19/1948 Date of Birth (BL) BLUE Eye Color Driver History Source: PennDOT 1 (C) SINGLE VEH <= 26,000. License Class (0) No suspension. Suspension Information Photo https://www.jnet. state.pa.us/DriverInfoWebApp/DriverlnfoProcessControl?formname=fim... 9/14/2011 Page 1 of 3 PA Department of Transportation 13 528 188 Driver License Number 73 Height (inches) YES Organ Donor 00 Duplicate Count Commercial Restrictions COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS: OCA: TO: Ronny R. Anderson, Sheriff, or any duly authorized law enforcement officer. RE: Terrance E. Stock DOCKET #: 05-4108 Civil I/k/a - c/o Marie Stock 1037 South West 86th Terrace Ocala, FL 34481 Arrended 6q Judge Eberf DOB: 09/19/48 SEX: M RACE: WHITE HT: 6' WT: EYES: BLU HAIR: BRO SSN: OLN: 13528188 PA (Expired) SID: FBI: WHEREAS, the above-named defendant failed to appear for a hearing held on September 14, 2011 at 10:00 a.m. in Courtroom No. 2 of the Cumberland County Courthouse, Carlisle, Pennsylvania. WHEREAS, this Court on September 14, 2011, directed a Bench Warrant be issued for the apprehension of the Terrance E. Stock. This is therefore to command you to arrest the defendant above. It is specifically ordered that the Sheriff of Cumberland County shall only serve this warrant on a weekday between the hours of 8:30 a.m. and 3:00 p.m. and shall bring Defendant immediately before the Court for the purposes of posting security and setting a final hearing on the issue of Contempt of Court. WITNESS the undersigned Judge, at Carlisle, this 14th day of September, 2011. T* t ?14 - M. L. Ebert, Jr., TTEST:! CLERK OF THE COURT (Prothonotary) (SEAL) CECELIA STOCK, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA V 05-4108 CIVIL TERM TERRANCE STOCK, IN DIVORCE D, Defendant c --1 rn o:l crn Mv - -, C j(- N 7" C,- IN RE: DEFENDANT CONTEMPT ISSUE -711 ORDER OF COURT? AND NOW, this 26th day of September, 2011, the defendant having again failed to appear pursuant to Order of Court, and defense counsel having indicated that some information has been provided which may prove fruitful in determining the present status of the defendant's assets, IT IS HEREBY ORDERED AND DIRECTED that this matter is generally continued to the call of the plaintiff. By the Court, \f?k-v?4v M. L. Ebert, Jr., J. ./ Melissa Greevy, Esquire For the Plaintiff Jane Adams, Esquire For the Defendant aIed trn q111111 it6 mtf CECELIA F. STOCK, : IN THE COURT OF COMMON PLEAS Plaintiff : CUMBERLAND COUNTY, PENNSY LVANIA V. : NO. 05 - 4108 CIVIL TERM TERRANCE E. STOCK, : CIVIL ACTION - LAW Defendant : IN DIVORCE b -YI MOTION FOR A PPOINTMENT OF MASTER rnm rrn ??- `t? m Defendant moves this Court to appoint a m aster with respect to the following claims: CD fr1 Divorce Distribution of Property ( ) Annulment ( ) Support ?r ,,p C (?f Alimony ( ) Counsel fees - ._ ( ) Alimony Pendente Lite ( ) Costs and Expenses •=Z" and in support of the motion states: (1) Discovery IS NOT substantially complete as to the claim(s) for which the appointment of a master is requested, however, the parties have been separated since 2003, substantial discovery is in process, and the attention and guidance of the Master in discovery issues as well as resolving this case would be helpful. (2) The Defendant is represented by Melissa Peel Greevy, Esquire. (3) The statutory ground(s) for divorce is 3301(d) as the parties have been separated for two years. (4) Delete the inapplicable paragraph(s): (a) The action is not contested. (b) An agreement has been reached with respect to the following claims: NONE. (c) The action is contested with respect to the following claims: ALL. (5) The action does not involve complex issues of law or fact. (6) The hearing is expected to take one day. (7) Additional information, if any, relevant to the motion: NONE. Date: ? ? `1 QC? ?J V17. dams, Esquire South St. Carlisle, Pa. 17013 ey for Plaintiff (717) 245-8508 ORDER APPOINTING MASTER AND NOW, this (1GL?C? . 7 2011 Robert Elicker, Esquire, is appointed Master with respect to the following claims: ALL. cc Jane Adams, Esquire r Melissa Peel Greevy, Esquire 101#1Drh Copes BY THE COURT: ? ZK M M C-5 --2 - , - N ` ~ i ri, 11 : T 4l~011 I ..i, r I Johnson, Duffie, Stewart & Weidner By: Melissa Peel Greevy I. D. No. 77950 Attorneys for Petitioner 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 , CECELIA F. STOCK, IN THE COURT OF COMMON PLEAS . Petitioner : CUMBERLAND COUNTY, Pennsylvania vs. : No. 2005-4108 Civil Term TERRANCE E. STOCK, : Respondent : IN DIVORCE AMENDED PETITION FOR SPECIAL RELIEF 4,% AND NOW, this day of October, 2011, Petitioner, Cecelia F. Stock, by and through her counsel, Melissa Peel Greevy of Johnson, Duffie, Stewart & Weidner, files this Amended Petition for Special Relief and request for an expedited hearing. 1. Petitioner filed a Petition for Special Relief with this Court on July 14, 2011 seeking an accounting of funds distributed to Respondent since the separation and in violation of this Court's Order of February 25, 2008. 2. The Respondent failed to appear for a hearing on September 14, 2011. 3. The Respondent failed to appear for another hearing on September 26, 2011. 4. The Respondent failed to produce the accounting as directed by the Court in its Orders of July 19, 2011 and August 24, 2011. 5. Although Respondent's counsel indicated at the hearing of September 26, 2011, that she had received some of the documents that had been requested and had them available to turn over to Petitioner's counsel, those records were not received by Petitioner's counsel for more than one week following the hearing. 6. Petitioner's counsel has requested that the Respondent voluntarily change the beneficiary designations on any retaining marital assets as result of having discovered that he has named his paramour, Susan Lang, as his beneficiary. 7. Not surprisin9IY, RespondenYs counsel has not obtained her clienYs cooperation with this change. 8. Petitioner's counsel requested that Respondent immediately roll over any remaining IRA funds to Petitioner in order to protect her interest in any funds that he may have not yet liquidated. No response was received. 9. Respondent's counsel reports that Respondent is ill and that she has not been able to speak to him despite having made a number of telephone calls to discuss the matter with him. 10. There is no independent verification of Respondent's medical condition other than his self-serving reports to his attorney. 11. Assuming, without conceding, that the Respondent's condition is as he reports it to be, Petitioner's financial interests are in jeopardy because Respondent has named his paramour as Successor Trustee and beneficiary to marital assets and to assets which Respondent inherited from his mother and which later became a vehicle to which it is believed that he transferred marital assets in an effort to defeat Respondent's claims. 12. After having received numerous documents as the result of subpoenas issued after the requisite waiting period, which was not waived by Respondent, Petitioner believes and therefore avers that the Respondent has liquidated marital retirement assets in the approximate amount of $188,633.22 as illustrated in the summary herein and exhibits attached hereto. 13. Because of the failure of Respondent to cooperate with providing a detailed accounting of transfers of assets, it is possible that these numbers may understate the value of assets received by Respondent before and after the Order of February 25, 2008. 14. Some documents perceived pursuant to subpoena indicate that the Respondent had a cash surrender in the amount of $64,755.15 from his Union Orthotics and Prosthetics 401(k) Plan which had been invested in Allmerica Financial Life Insurance and Annuity Company in 2001. A true and correct copy of the Pacific Life Transaction Description is attached hereto and incorporated herein as Exhibit "A". 15. Because the transaction history provided by the successor entity, Commonwealth Annuity and Life Insurance Company, was without effective dates of the transactions or details of the disposition of the cash surrender, it is not known when this surrender may have occurred or whether it may have been a Trustee to Trustee transfer. 16. The June 30, 2004, statement from the Union Orthotics and Prosthetics 401(k) Plan showed a balance of $64,347.39. Based on these documents, it is believed, and therefore averred, that the Respondent liquidated these assets to the great detriment of Petitioner. A true and correct copy of the June 30, 2004, TR Union Orthotics & Prosthetics Employee 401(k) Plan statement is attached hereto and incorporated herein as Exhibit "B". 17. Respondent made a full surrender of the Pacific Life account in the Trustee to Trustee transfer to a Vanguard money market account on August 25, 2009, in the amount of $79,502.08. True and correct copies of the September 30, 2009, ~ Pacific Life statement and a copy of a check dated August 25, 2009, are attached hereto and incorporated herein as Exhibit "C". 18. When Respondent made full surrender of the Pacific Life on August 25, 2009 and transferred those funds to Vanguard, he incurred a withdrawal charge in the amount of $5,736.96, unnecessarily depleting the marital estate. See Exhibit "C". 19. Respondent held a Vanguard IRA account which he opened on or about August 31, 2009, with a transfer from the Pacific Life account in the amount of $79,502.08. A true and correct copy of the September 30, 2009, Vanguard IRA statement is attached hereto and incorporated herein as Exhibit "D". 20. The most recent information that Petitioner was able to obtain from Vanguard indicates a June 30, 2011, balance on the Vanguard IRA account of $11,687.52. Despite repeated requests of the Respondent, no additional documents beyond June 30, 2011, have been provided with regard to the Vanguard account. A true and correct copy of the June 30, 2011, Vanguard IRA statement is attached hereto and incorporated herein as Exhibit "E". 21. Pursuant to subpoena, Respondent received documents from Vanguard indicating that the beneficiary designation on the Vanguard IRA account was primarily in the name of Susan F. Lang, the Respondent's paramour. True and correct copies of the July 29, 2009, Vanguard IRA Confirmation of New Account statement and the September 21, 2009, Beneficiary Verification statement are attached hereto and incorporated herein as Exhibit "F". 22. Documents obtained pursuant to subpoena by Petitioner from Vanguard indicate that the beneficiary designation on the Vanguard IRA on September 20, 2010, continued to be Susan F. Lang. A true and correct copy of the September 20, 2010, Vanguard IRA Beneficiary Verification statement is attached hereto and incorporated herein as Exhibit "G". 23. The funds contained in the Vanguard IRA are marital in nature and have been depleted by the Respondent in willful contempt of this Court's Order. 24. The funds in the Vanguard IRA account, if any remain, should be immediately transferred to the Petitioner in order to protect them from further liquidation by Respondent. 25. Pending the transfer of these funds to Petitioner, the beneficiary designation should immediately be changed to the Petitioner. 26. Respondent should be required to immediately provide verification that the beneficiary designation has been changed to Petitioner. 27. The Respondent had a 403(b) Plan through his employment at the Milton S. Hershey Medical Center of the Pennsylvania State University which was through Fidelity Investments. 28. The Fidelity 403(b) Plan had a market value on December 31, 2003, of $14,494.69. A true and correct copy of the January 1, 2003 - December 31, 2003, Fidelity 403(b) Plan statement is attached hereto and incorporated herein as Exhibit "H". 29. This Fidelity 403(b) account had a December 31, 2006, balance of $17,075.07 and a December 31, 2007, balance of $18,440.47. True and correct copies of the January 1, 2006 - December 31, 2006, and January 1, 2007 - December 31, 2007, Fidelity 403(b) Plan statements are attached hereto and incorporated herein as Exhibit "I". 30. Respondent withdrew $18,152.83 from the Fidelity 403(b) Plan on or about May 12, 2008. A true and correct copy of the January 1, 2003 - May 12, 2008, Fidelity 403(b) Plan statement is attached hereto and incorporated herein as Exhibit "J". 31. The Respondent also had a 401(k) Plan through his employment with the Milton S. Hershey Medical Center of the Pennsylvania State University, which funds were invested in Fidelity Investments. The balance of the 401(k) on January 1, 2003, was $20,985.60 and on February 13, 2007, was $27,781.07. See Exhibit "K" attached hereto. 32. On or about May 12, 2008 by Respondent withdrew $29,122.85 from the Fidelity 401(k) and it now has a$0.00 balance. See Exhibit "K". 33. Respondent had a TIAA CREF account valued at $62,457.83 on December 31, 2003. True and correct copies of correspondence dated August 4, 2011, from TIAA CREF and the TIAA CREF December 31, 2003, statement are attached hereto and incorporated herein as Exhibit "L". 34. The TIAA CREF was the account that the Respondent received as part of his benefits package from his employment with the Pennsylvania State University. 35. Funds from the TIAA CREF account were transferred in a Trustee to Trustee transfer to Pacific Life in the amount of $9,333.75 on March 1, 2006, and $9,333.75 on March 1, 2007. True and correct copies of the Pacific Life October 1, 2006 - December 31, 2006, and October 1, 2007 - December 31, 2007, statements are attached hereto and incorporated herein as Exhibit "M". 36. Respondent took distributions and/or rollovers in the amount of $41,180.55 from the TIAA CREF account befinreen December 31, 2001 and March 31, 2002. A true and correct copy of the TIAA CREF January 1, 2002 - March 31, 2002, statement is attached hereto and incorporated herein as Exhibit "N". 37. Respondent's TIAA CREF account has been liquidated and/ortransferred to another account which has been liquidated in full. Accordingly, the Petitioner believes, and therefore avers, that Respondent has received all of the account which had a value on December 31, 2003, of $62,457.83. A true and correct copy of the Pacific Life October 1, 2008 - December 31, 2008, statement is attached hereto and incorporated herein as Exhibit "O". See also Exhibit "L". 38. The Respondent took withdrawals from the Pacific Life IRA account in 2008 in the amount of $35,430.00. See Exhibit "O". 39. Respondent's 2008 Form 1040 indicates that during this same year that he took $19,285.00 in IRA distributions, $56,708.00 in pension and annuity distributions, and he made a$37,000.00 charitable contribution to an organization which he identifies on his tax return as Marie P. Stock. A true and correct copy of the Respondent's 2008 Federal income tax return is attached hereto and incorporated herein as Exhibit "P". 40. The Respondent's mother was named Marie P. Stock. 41. The Respondent is the beneficiary of the Marie Philomena Stock Living Trust. His mother is deceased. 42. The Respondent was named as Successor Trustee. 43. The Respondent transferred ownership of the assets of the Trust to himself as Trustee upon his mother's disability. 44. Respondent has liquidated in excess of $75,333.33 from the Vanguard IRA subsequent to this Court's February 25, 2008, Order. True and correct copies of the Vanguard IRA December 31, 2009, and December 31, 2010, statements are attached hereto and incorporated herein as Exhibit "Q". See also Exhibit "E". 45. Respondent has liquidated not less than $36,699.54 from the Pacific Life Insurance account before this Court's Order of February 25, 2008, and before transferring $79,502.08 to the Vanguard IRA. See Exhibits "D", "M" and "O". 46. The Respondent's paramour is named as Successor Trustee to the Respondent. 47. The Marie Philomena Stock Living Trust owns real estate at 10937 S.W. 86 Terrace, Ocala, Marion County, Florida 34481. A true and correct copy of the deed is attached hereto and incorporated herein as Exhibit "R". 48. Accordingly, it appears that the Respondent is willfully transferring assets of the marital estate into a Trust to benefit himself and his paramour in violation of this Court's Order of February 25, 2008. i 49. Respondent's counsel has indicated via email that the Respondent has recently been hospitalized for a blood clot but is now at home recuperating. WITHDRAWALS AND TRANSFERS TIAA CREF - BALANCE BEFORE FEBRUARY 25, 2008 COURT ORDER See Exhibits "S" and "L" attached hereto 3/1/03 $10,036.54 transferred to Allmerica 3/31/04 $9,704.86 transferred to Allmerica 9/30/05 $9,473.12 transferred to Allmerica 3/1/06 $9,333.75 transferred to Pacific Life Insurance Company 3/1/07 $9,333.75 transferred to Pacific Life Insurance Company Total $37,845.48 TIAA CREF - RESPONDENT'S WITHDRAWALS AFTER FEBRUARY 25, 2008 COURT ORDER See Exhibit "L" attached hereto 3/4/08 $9,431.83 3/3/09 $9,430.23 3/2/10 $9,192.85 3/2/11 $9,193.76 Total $37,248.67 PACIFIC LIFE - RESPONDENT'S WITHDRAWALS BEFORE FEBRUARY 25, 2008 COURT ORDER See Exhibits "T" and "M" attached hereto 8/28/06 $7,116.56 1/23/07 $6,750.00 3/12/07 $7,666.49 1 /3/08 $7, 924.00 2/4/08 $7,242.49 (check) *It is notable that this check was deposited to a joint account and had been signed by both Mr. Stock and his paramour, Susan Lang Total $36,699.54 PACIFIC LIFE -RESPONDENT'S WITHDRAWALS AFTER FEBRUARY 25, 2008 COURT ORDER See Exhibit "U" attached hereto 5/9/08 $13, 005.16 12/22/08 $5,638.02 7/8/09 $10,000.00 Subtotal $28,643.18 8/25/09 $79,502.08 full surrender in a Trustee to Trustee Transfer to Van uard VANGUARD IRA - RESPONDENT'S WITHDRAWALS AFTER FEBRUARY 25, 2008 COURT ORDER See Exhibits "V"; "D"; and "E" attached hereto 9/14/09 $33,333.33 10/1 /09 $2,000.00 10/30/09 $2,000.00 12/1 /09 $2,000.00 1/4/10 $2,000.00 2/1/10 $2,000.00 3/1/10 $2,000.00 4/1/10 $2,000.00 4/30/10 $2, 000.00 6/1/10 $2,000.00 7/1 /10 $2,000.00 7/30/10 $2,000.00 9/1/10 $2,000.00 10/1 /10 $2,000.00 11 /1 /10 $2,000.00 12/1 /10 $2,000.00 1/3/11 $2,000.00 2/1/11 $2,000.00 3/1/11 $2,000.00 4/1/11 $2,000.00 4/29/11 $2,000.00 6/1/11 $2,000.00 Total $75,333.33 FIDELITY 403(b) PLAN -BALANCES BEFORE FEBRUARY 25, 2008 COURT ORDER See Exhibit "1" attached hereto 12/31/07 $18,440.47 FIDELITY 403(b) PLAN - RESPONDENT'S WITHDRAWAL AFTER FEBRUARY 25, 2008 COURT ORDER See Exhibit "J" attached hereto 5/12/08 $18,152.83 FIDELITY 401(k) PLAN - BALANCE BEFORE FEBRUARY 25, 2008 COURT ORDER See Exhibit "K" attached hereto 12/30/03 $23,332.91 2/13/07 $27,781.07 FIDELITY 401(k) PLAN - RESPONDENT'S WITHDRAWAL AFTER FEBRUARY 25, 2008 COURT ORDER See Exhibit "K" attached hereto 5/12/08 $29,122.85 KNOWN WITHDRAWALS FROM MARITAL ASSETS AFTER FEBRUARY 25, 2008 COURT ORDER TIAA CREF $37,248.67 Pacific Life $28,775.54 Van uard $75,333.33 Fidelit 401 k Plan $29,122.85 Fidetity 403(b) Plan $18,152.83 TOTAL $188,633.22 WHEREFORE, in light of RespondenYs alleged serious medical condition, in order to protect the interests of the Petitioner, Petitioner respectfully requests this Court immediately: 1. Order the Respondent to transfer any and all remaining marital retirement and investment assets to the Petitioner. 2. Order the Respondent to immediately change all beneficiary designations on any remaining marital assets to the Petitioner. 3. Order that all proceeds from the pending sale of the marital residence be payable directly to Petitioner up to an equal amount of the funds liquidated by the Respondent since the parties' separation on or about August 1, 2003. 4. Order the Respondent to pay Petitioner's counsel fees within 30 days in an amount to be determined at hearing. 5. Enter judgment against Respondent in the amount to equal gross total retirement assets liquidated. 6. Award Petitioner any such relief as the Court deems fair and equitable in light of the Respondent's repeated and chronic contemptuous conduct. Respectfu y submitted, OHNS , D F IE, STEWART & WEIDNER elissa Peel Greevy, Es uire Attorney for Petitioner, ecelia F. Stock CERTIFICATE OF SERVICE AND NOW, this ~V day of October, 2011, the undersigned does hereby certify that she did this date serve a copy of the foregoing Amended Petition for Special Relief upon the counsel of record by causing the same to be deposited in the United States Mail, first class postage prepaid, at Lemoyne, Pennsylvania, addressed as follows: Jane Adams, Esquire 17 West South Street Carlisle, PA 17013 JOH N, DUFFIE, STEWART & WEIDNER A- a j '9 - - ~ Melissa Peel Greevy, Esquire :462949 i tr 1 ~ ' J W Q D f- J o a Lr) o v 00 N M lll ~ ~ J ~ ~ O O O O O ~ M ~ O ~ ~ ~ Q v)- v~ I 00 U~ o z ~ 0 z Z) Ln D o 0 w ~ ~ cc a o 0 0 0`? L„ o Rt ~ N M ~1 ~ ~ ~ ~ O O O ~ ~I ~ M ~ ~ cr~ t0 Q 411- Z Q O p J - L Z ~ O z ~ ~ 0 a1 Q a C E C ~ C E C ~ ~ Nw C D C ~ C ~ G 7 N a ~ ~w C'~ C'°~~' ~ ~ o p V) ~ Q N 0 0 0 0 0 ~ z WC G ~ W pN [ m ~ I~ ~p lD Q1 p~p ~ p O O O rn N ~ ~ ~ ~ ~ ~ 0 Z un Ln vl Ln m Z O ~ U pr- v~l m 0 n r-i ~ ~ ~ z~ O O O O 01 ~ ~ ~ W ~ F- Z un Ln Ln Ln m w > O O O O O U W~ O O O O O ~ w ~ O O O O O co 00 00 W 00 ~ lp lD l0 lD cD ~ r-1 ri c-i ci r-I Q I~ I~ I~ M I~ cr- ~ Z O U III , ~t ~ ~ ~ ~ Statement of Value Prepared for. 1f you have any questions regarding this scatement, TR Union Orthodcs & or need additional service, please call your Prosthetics Emply 401K Pl FINANCIAI. REPRESENTATNE Fbo Terrance Stock Client Services 3424 Liberry Ave 440 Lincoln St PO Box 40139 Worcester MA 01653 Pittsburgh PA 15201 Client ID: -5719 or our Customer Service number, 1-800-533-7881. Annuitant: Terrance E. Stock Contract Number.. 7168 Date Issued.: 09/17/01 Cantract Type: 401(K) PROFIT SHR Case Number: EB68 Period Ending June 30, 2004 Since Inception Trailing 12 Months Second Quarter 09/17/01 - 6/30/04 7/1l03 - 6/30/04 4/01/04 - 6/30/04 Beginning Portfolio Value: $ 31,100.25 $ 52,955.90 $ 63,874.92 Payments: 29, 821.70 9,704.86 Change in Value: 3,425.44 1,686.63 472.47 Ending Portfolio Value: $ 64,347.39 $ 64,347.39 $ 64,347.39 C~~r~~ AI~..Q~~.~~~ J.ass . I The following asset classifications represent the current status of your portfolio. ~~r~ ¦ Emerging Markets Equity 0 0% lnternational Equity 0 0% ~ Small Cap Equity 0 0% ~ Mid Cap Equity 0 0% Large Cap Growth Equity 0 0% 0 Large Cap Value Equity 0 0% High Yield Bond 0 0% r11~ Fixed Income 0 0% ~ Cash Equivalent 64,347 100% Total Portfolio Value $ 64,347 100% VeraVest Investments, Inc., member NASD/SIPC ~ Allmerica Financial Life Insurance and Annuity Company 0 440 Lincoln Street 0 Worcester, MA 01653 Page 1 of 4 / Page 1 of 6 ~ PACIFicLIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 0710112009 - 09/30l2009 Prepared For TERRANCE E STOCK Your Registered Representative 10937 SW 86TH TER WILLIAM D GULLBORG H BECK INC OCALA FL 34481-5385 3908 WASHINGTON RD MCMURRAY PA 15317-2538 (724) 731-0046 Customer Service (toll free) Contract Owners (800) 722-4448 Registered Representatives (800) 722-2333 Mon - Fri, 6 a.m. - 5 p.m. Pacific time Pacific Value Contract Information Active Programs Contract Number ' 1983 Lifetime income Access Plus Owner TERRANCE E STOCK Automatic Step-Up/Reset Joint Owner none Phone/Electronic Authorization (All) Annuitant TERRANCE E STOCK Electronic Delivery Joint Annuitant none Plan Type IRA Issue Date 11/15/2005 Summary Values Year-to-Date Contract Summary Historical Contract Summary Contract Value on 12/31/2008 $83,255.76 Current Value 09130/2009 $0.00 Total Payments $0.00 Last Quarter Vatue 0613012009 $90,555.73 Totai Withdrawals $97,617.61 Value 12 Months Prior 09/30/2008 $107,539.32 Surrender Value on 09/3012009 $0.00 Total Payments Since 11115/2005 $151,664.86 Contract Vatue on 0913012009 $0.00 Total Withdrawals Since 11115/2005 $155,345.66 Investor Information Please review this statement carefully. If you identify an error on a statement or confirmation, notify us in writing within 30 days from receipt of the statement or confirmation on which the error occurred. For more information visit www.PacificLife.com. Page2of6 11L PACIFic LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-237$ Glossary of Terms Activity Type Describes the type of transaction Loan Amount The amount borrowed against the contract . I Additional Payment A payment made after the initial payment Loan Collateral interest accrued on the balance of the loan Interest Credit account, which is transferred annually to the Administrative Fee Monthly charge for expenses associated with investment options in accordance with your administration of contracts and operation of current atlocation variable accounts Loan Payoff A payment applied to pay off the total . Advisor Fee A fee paid to an Advisor at the request of the outstanding loan contract owner Loan Payout Payment of loan amount to contract owner Annual Fee An annual fee deduction each contract anniversary to cover the costs of maintenance Loan Repayment A payment to reduce your loan Annuitization Conversion to an annuitization payment MVA Market Value Adjustment, an adjustment to the Pro9ram value of an amount withdrawn or transferred from a guaranteed interest option, prior to the Contract Value The sum of your variable and fixed investment end of its guaranteed term options and any loan account value Number of Units Total number of units purchased, redeemed, or Credit An amount added to the contract value at the remaining as the result of transactions Enhancement time a payment is applied and on the first contract anniversary if applicable Partial Withdrawal Partial amount withdrawn from the contract prior to the annuity date Date The effective date of the transaction Right to Cancel Requested contract cancellation within the Death Benefit This hypothetical value is for illustration (Free Look) Free Look period purposes only, and assumes the sole or youngestjoint annuitant dies on the last day of RMD Payment Required Minimum Distribution payment the statement period. The actual death benefit amount will vary based upon the deceased Scheduled A preauthorized scheduled withdrawal party, market fluctuation, and contract Withdrawal transactions. Refer to your contract and prospectus for additional information State Withholding Amount withheld for state tax based on the • contract owner's resident state Death Benefit Payment as part of a death payout Payment Substantially Equal A preauthorized scheduled withdrawal as part of a substantially equal payment program EEG Fee Fee charged for optional rider GIA Fee Transaction The gross dollar amount of a transaction GMDB Fee ,Amount GPA Fee Transfer Fee A fee assessed when the specified number of Federal Withholding Amount withheld for federal tax transfers allowed within the contract year is - exceeded Full Surrender A full withdrawal of the contract value Unit Value The dollar value of each accumulation unit as GMWB Fee Fee charged for the guaranteed minimum of the close of business on the valuation date withdrawal benefit (GMWB) optional rider of a transaction Guaranteed Amount available if Guaranteed Protection Withdrawal Charge Charge that may be applied to amounts Protection Advantage Rider remains in effecfi for entire withdrawn from the contract prior to the annuity term and no withdrawals are taken. Does not date reflect amounts allocated to the GIO funds Withdrawal Fee A fee assessed when the specified number of Initial Payment The first payment made withdrawals allowed within the contract year is exceeded Interest Rate Interest rate on a dollar amount in the fixed account, guaranteed interest option or a loan interest rate Page 3 of 6 PACIFIK LIFE Variable Annuity Quarterly Statement P.O. Box 237$ • Omaha, UE 68103-2378 Statement Period 07/01/2009 - 09/30/2009 Contract Number ` 1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Investment Performance Total Vaiue Units Held Unit Value Total Value Change in Value Variable 0 tions as of 06/3012009 as of 09/30/2009 as of 0913012009 as of 09/3012009 since 0613012009 Large-Cap Growth $2,693.54 $0.00 $2,693.54- Small-Cap Growth $929.89 $0.00 $929.89- Emerging Markets $2,974.63 $0.00 $2,974.63- International Large-Cap $3,720.02 $0.00 $3,720.02- Main Street Core $2,676.90 $0.90- 1 $0.00.00 $2 $4,,676508.21- Comstock $4,508.2 Growth LT $2,691.74 $0.00 $2,691.74- Mid-Cap Equity $2,708.78 $0.00 $2,708.78- International Value $3,784.93 $0.00 $3,784.93- Mid-Cap Growth $1,829.53 $0.00 $1,829.53- Equity Index $7,181.71 $0.00 $7,181.71- Inflation Managed $9,865.43 $0.00 $9,865.43- Managed Bond $9,974•42 $0.00 $9,974.42- High Yield Bond $2,674.64 $0.00 $2,674.64- Large-Cap Value $7,277.50 $0.00 $7,277.50- Short Duration Bond $2,624.23 $0.00 $2,624.23- Small-Cap Value $885.93 $0.00 $885.93- American Growth $1,797.48 $0.00 $1,797.48- American Growth-Income $2,687.08 $0.00 $2,687.08- Small-C2p Equity $875.45 $0.00 $875.45- International Small-Cap $1,883.58 $0.00 $1,883.58- Diversified Bond $5,317.33 $0.00 $5,317.33- Floating Rate Loan $2,685.43 . $0.00 $2,685.43- Long/Short Large-Cap $3,615.19 $0.00 $3,615.19- Mid-Cap Value $2,692.16 $0.00 $2,692.16- Total $90,555.73 $0.00 $90,555.73- Investment values shown reflect all purchase payments, transfers, withdrawals., loans, fees and charges. Contract Activity from July 1, 2009 through September 30, 2009 Withdrawals / Fees Date Activit Ty e Investment O tions Number of Units Unit Value Transaction Amount 07/08/2009 Partial Withdrawal Large-Cap Growth 77.5022- 4.379487 $339.42- Small-Cap Growth 15.1232- 7.719923 $116.75- Emerging Markets 20.4333- 18.768393 $383.50- Intemational Large-Cap 65.4737- 7.310257 $478.63- Main Street Core 283848- 12.082144 $342.95- Com5tock 83.6670- 6.891125 $576.56- Growth LT 20.4746- 16.830627 $344.60- Mid-Cap Equiry 24.6549- 13.974077 $344.53- International Value 49.5881- 9.734988 $482.74- Mid-Cap Growth 39.8719- 5.625764 $224.31- Equity Index 64.0879- 14.296307 $91622- Inflation Managed 72.9824- 18.136297 $1,323.63- Managed Bond 69.1907- 19.410113 $1,343.00- High Yield Bond 25.5682- 13.953636 $356.77- Page4of6 ~ PACIFIK LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Qmaha, NE 68103-2378 Statement Period 07/01/2009 - 09130/2009 Contract Number 1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activit from July 1, 2009 through September 30, 2009 Withdrawals / Fees Date Activit T pe (nvestment Options Number of Units Unit Value Transaction Amount 07/08/2009 Partial Withdrawal Large-Cap Value 94.8947- 9.776101 $927•70- 4.0876- 10.312824 $351.54- Short Duration Bond 3 Small-Cap Value 7.9047- 14.247218 $112.62- American Growth 27.4457- 8.261402 $226.74- American Growth-Income 43.1718- 7.971416 $344.14- Small-Cap Equity 10.9545- 10.176620 $111.48- International Small-Cap 43.6987- 5.520300 $241.23- Diversified Bond 71.0703- 10.077628 $716.22- Floating Rate Loan 46.6841- 7.693203 $359.15- Long/Short Large-Cap 70.7319- 6.499473 $459.72- Mid-Cap Value 34.2034- 9.956907 $340.56- Federal Withholding $1,764.71 Total $10,000.00- 07/08/2009 Withdrawal Charge Large-Cap Growth 1.4203- 4.379487 $6•22- Small-Cap Growth 0.2772- 7.719923 $2.14- Emerging Markets 0.3740- 18.768393 $7.02- International Large-Cap 1.1997- 7.310257 $8•77- Main Street Core 0.5198- 12.082144 $6•28- Comstock 1.5324- 6.891125 $10.56- Growth LT 0.3749- 16.830627 $6.31- Mid-Cap Equity 0.4516- 13.974077 $6.31- International Value 0.9081- 9.734988 $8.84- Mid-Cap Growth 0.7306- 5.625764 $4.11- Equity Index 1.1737- 14.296307 $16.78- Inflation Managed 1.3365- 18.136297 $2424- Managed Bond 1.2674- 19.410113 $24.60- High Yield Bond 0.4680- 13.953636 $6.53- Large-Cap Value 1.7379- 9.776101 $16.99- Short Duration Bond 0.6245- 10.312824 $6.44- Small-Gap Value 0.1446- 14.247218 $2.06- American Growth 0.5023- 8.261402 $4.15- American Growth-Income 0.7903- 7.971416 $6.30- Small-Cap Equity 02005- 10076620 $2.04- International Small-Cap 0.8007- 5.520300 $4.42- Diversified Bond 1.3019- 10.077628 $13.12- Floating Rate Loan 0.8553- 7.693203 $6.58- Long/Short Large-Cap 1.2955- 6.499473 $8•42- Mid-Ca Value 0.6267- 9.956907 $6.24- Total $215.47- 08125/2009 Full Surrender Large-Cap Grovuth 466.5079- 5.059342 $2,360.22- Small-Cap Growth 91.0324- 9.046523 $823.53- Emerging Markets 122.9959- 22.165219 $2,726.23- International Large-Cap 394.1135- 8.684356 $3,422.62- Main Street Core 170.8577- 13.986781 $2,389.75- Comstock 503.6256- 8.199067 $4,12926- Growth LT. 123.2461- 19.374782 $2,387.87- Page 5 of 6 PAciVicLIFE Variable Annuity Quarterly Statement P.O. Sox 2378 • Omaha, NE 68103-2378. Statement Period 07/01/2009 - 09/30/2009 Contract Number 51983 ' Owner TERRANCE E STOCK ' Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Re9istered RePresentatives (800) 722-2333 Contract Activity from July 1, 2009 through September 30, 2009 Withdrawals / Fees . Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 08/25/2009 Full Surrender Mid-Cap Equity 148.4063- 16.569857 $2,459.07 International Value 298.4881- 11.696963 $3,491.40- Mid-Cap Growth 240.0033- 7.024831 $1,685.98- Equity Index 385.7696- 16.722632 $6,451.08- Inflation Managed 439.3089- 18.670530 $8,202.13- Managed Bond 416.4879- 20.064177 $8,356.49- High Yield Bond 153.9068- 14.742798 $2,269.02- Large-Cap Value 5712101- 11.401722 $6,512.78- Short Duration Bond 205.1894- 10.472264 $2,148.80- Small-Cap Vaiue 47.5809- 16.811589 $799.91- American Growth 165.2107- 9.748081 $1,610.49- American Growth-Income 259.8647- 9.191268 $2,388.49- Small-Cap Equity 65.9368- 12.146784 $$00•92- Intemational Small-Cap 263.0388- 6.580684 $1,730.98- Diversified Bond 427.8019- 10.357947 $4,431.15- Floating Rate Loan 281.0124- 7.970971 $2,239.94- Long/Short Large-Cap 425.7598- 7.546922 $3,213.18- Mid-Cap Value 205.8811- 12.001064 $2,470.79- Total $79,502.08- 08/25/2009 Withdrawal Charge Large-Cap Growth 33.6645- 5.059342 $170.32- Small-Cap Growth 6.5693- 9.046523 $59.43- Emerging Markets 8.8756- 22.165219 $196.73- International Large-Cap 28.4397- 8.684356 $246.98- Main Street Core . 12.3295- 13.986781 $172.45- Comstock 36.3419- 8.199067 $297•97- Growth LT 8.8935- 19.374782 $172.31- Mid-Cap Equity 10.7092- 16.569857 $177.45- International Value 21.5390- 11.696963 $251.94- Mid-Cap Growth 17.3186- 7.024831 $121.66- Equity Index 27.8377- 16.722632 $465.52- Inflation Managed 31.7008- 18.670530 $591.87- Managed Bond 30.0540- 20.064177 $603.01-• High Yield Bond 11.1064- 14J42798 $163.74- Large-Cap Value 41.2192- 11.401722 $469.97- Short Duration Bond 14.8067- 10.472264 $155.06- Sma{I-Cap Value 3.4333- 16.811589 $57.72= American Growth 11.9213- 9.748081 $116.21- American Growth-Income 18.7526- 9.191268 $172.36- Small-Cap Equity 4.7585- 12.146784 $57.80- Intemational Small-Cap 18.9813- 6.580684 $124.91- Diversified Bond 30.8700- 10.357947 $319.75- Floating Rate Loan 20.2786- 7.970971 $161.64- Long/Short Large-Cap 30.7237- 7.546922 $231.87- Mid-Cap Value 14.8562- 12.001064 $178.29- Total $5,736.96- 08/25/2009 GMWB Fee Large-Cap Growth 2.3383- 5.059342 $11.83- Page 6 of 6 PACIFIC LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 07l01/2009 - 09/30l2009 Contract Number ' !1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from July 1, 2009 through September 30, 2009 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 08/25/2009 GMWB Fee Small-Cap Growth 0.4565- 9.046523 $4.13- Emerging Markets 0.6163- 22.165219 $13.66- International Large-Cap 1.9748- 8.684356 $17.15- Main Street Core 0.8565- 13.986781 $11.98- Comstock . 2.5235- 8.199067 $20.69- Growth LT 0.6178- 19.374782 $11.97- Mid-Cap Equity 0.7435- 16.569857 $12.32- International Value 1.4961- 11.696963 $17.50- Mid-Cap Growth 12029- 7.024831 $8.45- Equity Index 1_9333- 16.722632 $32.33- Inflation Managed 2.2013- 18.670530 $41.10- Managed Bond 2.0868- 20.064177 $41.87- High Yield Bond 0.7712- 14.742798 $11.37- L2rge-Cap Value . 2.8618- 11.401722 $32.63- Short Duration Bond 1.0284- 10.472264 $10.77- Small-Cap Value 0.2385- 16.811589 $4.01- American Growth 0.8279- 9.748081 $8.07- American Growth-Income 1.3023- 9.191268 $11.97- Small-Cap Equity. 0.3301- 12.146784 . $4.01- International Small-Cap 1.3175- 6.580684 $8.67- Diversified Bond 2.1433- 10.357947 $22.20- Floating Rate Loan 1.4089- 7.970971 $11.23- Long/Short Large-Cap 2.1333- 7.546922 $46.10- Mid-Cap Value 1.0316- 12.001064 $12.38- Total $398.39- ~ Check No: 0617267313 Posting Date: 0910112009 ` ~ ; ! 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AUTHORIZATICIN:;. ii~~§ i' . - • . .;a..,~.. ?s.,. a , . _ . ~....gK..~~ .ri~X ' ~ ~ .r. ~ki~ z;_ - _ ' 0 6i7 2 b731311' a-~M S 8 Om~;~ O Zy7= ~ f ~>m~ o ; Q y ~ T ; p mg c ~.:y,-m.~ C ~ ~ O ~T_..' ~ Q W .7 a p~ C' a;; 4R Z ° i. o : ~ ~ D~ a n y ~ an ~ g I p m a 3 ~ ~vsg i ; ~ m ~mm 3' m m S~:3 fo y ~ w - i$ n m am .T O O W -y ~a ~"r~i m-. m~ ~ m j K S ozx . '1i v Q 's f . Of ~ t° p C ~ ~gt9s y m ~nt w ~ 4~ , ~ >a< o' :3 a am; T m~l~ , i ~ ~ Septernber 30, 2009, year-to-date Page 1 of 1 Vanguard We1lirigtan Fund Van~(~"d' ~ Investor Shares 7ERRANCE E 5TOCK VFTC - CUSTODIAN IRfl . I 10938 SW 86TH TER 800-284-7245 - Voyager 5ervices QCALA FL 34481-5384 www.vanguarci.com (800) 662-6273 - Tele-Account Fund numbe.r: 21 Account number: 2506 ACGOU N`i' V A LU r On 12l31 /2008 On 9/30/2009 $ 0,00 $ 48,004.31 Trade date Transaction Dollar amount Share price Shares transacted Total shares owned Balance on 12/3112008. $ 24.43 .000 8/31 Employee asset trnsfr $ 79,502,08 27.37 2,904.716 2,904.716 9/14 Normaldistribution -30,000.00 27.91 -1,194.315 1,710.401 Federal withhold i ng -3,333.33 9/28 Incomedividend .207 354.05 27.98 12.654 1,723.055 Balance on 9/3012009 $ 27,86 1,723.055 Income dividends $ 354.05 2009 contributions $ 0.00 2009 distributions 33,333.33 000000841535829 2 316F- M1 X i , ~ June 30, 2011, quarter-to-date statement Page > 7 of 1 .$.gumd" Voyager Services > 800-284-7245 TERRANCE E STOCK www,vanguard.com 10938 SW 86TH TER OCALA FL 34481-5384 Retirement summary 2011 Contributions $0.00 2010 Contributions $0.00 2011 Oistributions -$12,000.00 Wellington Fund inv (IRA) ;2506 Date Transaction Amount Share Price Shares Transacted Total Shares Owned _ Value Beginning balaiice on 3/31/2011 $32.19 543.569 $17,497.49 04/01 Systematictlistribution -$2,000.00 32.37 -61J86 481J83 04/29 Systematic distribution -2,000.00 33.09 -60,441 421.342 _ 06/01 Systematic distribution -2,000.00 _ 32.49 -61.557 359.785 06/29 Income dividend .243 87.43 32.01 2.731 362.516 Ending balance on 6130/2011 $32.24 362.516 $11,687.52 w T O O O O O O co p ~ . . N W N ~ Z O N ~ ~ IN n nv O T J .luly 29, 2009 Yage 1 of 2 Confirmation of Neva Account a Nlutual Funds r.~<.•', - _z , ~ Vwiguard' Wanguard Voya„eY• Serviee . 800-284-7245 - Voyager Senlice u7ww.vanguard.com TERRANCE E S70CK 1p938 SW 86TH TER OCALA FL 34481 ~ unt with Vanguard. Please Review tha fo(lawing information that you provided on your Thank you far opening an acco tio application. If you need to make a correction or have a quesn about your account, ~ontact us at the number above. Account Owner Registration.name TERRANCE ESTOCK Registration birtfi date 148 Daytime phone ' Evening phone E-mail 1RA(s) WeUington Fund fnv- 2506 Fund Sumrnary ° Retirement Accaunts Newspaper Tici<er Abbreviation Symbal CUSIP , Fund Name Fund & Account ?506 Welltn VWELX 921935-10-2 Wellington Fund Inv. Retirement Benefiiciaries BirftTrust oate Spouse Allocation Name '1952 No 100.00% Primary . SUSAN F LANG % Primary total 100.00 - - 1982 No 100.000% 5econd.ary T'fNE STOCK 1 D0.00% Secondary total ' IRA(s) Wellington Fund Inv- 2506 For your information - If you have designated primary and secondary beneficiaries for your retirement assets, yaur secandary :lul.y 29, 2009 Page 2 of 2 Confirmation of Nevv 1'~-ccount p Mutuall~unds ~ ' Vanguard Voyager Servace 500-284-7245 - Voya;er Sei-Niice 'CF'sRI2ANC1:; I.; S`I'OC;K ww`N.vanguard.com III Retirement Beneficiaries (Continued) g;rth/Trust Data spouse Ailocation Name beneficiaries only receive the assets if there are no surviving primary beneficiaries at the time of your death. Dividends Option Reinvest IRA(s) Wellington Fund Inv • 2506 +Capital Gains Option Reinvest IRA(s) Weilinyton Fund Inv - OC -2506 Septerriber 21, 2()09 Yage 1 of 2 BeneficiaryVerificsition Mut-ua1 Funds - ~ Vanguard Voyager Service 900-284-7245 - Voya;er Seivices wtivw.van guard.com. TERRANCE E S70CK 10438 SW 86TH TER QCALA FL 34481 Annual verification of your benefiCiary designations I accou Please review the information belos {orectubecauste yo beneficiary nef ciaryJde gnations gene ally deterrn'ne wtho atB It's important that this infarmation i , inherits your accounts and usually overrida tha infarmation in your will or trust. It's a goad idea to review and update beneficiary designations whenever you have a major life event, lik9 a marriage, birth, divorce, or a death in the family. ' lf the dasignations helow are correct, fila this document with your records. Ynu do not iieed ta take any action. If yau need to change yaur designations, follow these instructians: -Online. Log on to your accounts at Vanguard.com, select "Account Profile," and choose "Beneficiaries." Select "Edit beneficiaries" to revise your information. -By mail. Complete and return the farm in the "IRA Beneficiary Designation Kit," or for nonretirement accounts, in eficia the "Transfer oii Deatli the appropriate fo m by call n'g the numbernabo ery in the Forms area of Vanguard.com. You lsv can requesk Do not use this document to make changes to your beneficiaries. Retirernent Beneficiaries Birtt,ll"rust qate Spouse A(location Name 1952 No 100.000/0 Primary. SUSAN F LANG - 100.00% Primary Total Secondary TYNESTOCK 1982 No 100.00°/a - 100,00% 5econdary Total - AccoLmts Affected IRA(s) Wellington Fund Inv - '2506 - If you {iave dPSignated primary and secondary beneficiaries for your retirement assets, your secondary heneficiaries only receive the assets if there are no surviving. primary beneficiaries at the time of your death. Septer.riber 21, 2009 Page 2 of 2 ~ane - . ll'his page was inten.tionally left blank. i " f ~ 1 / ~ . Septerriber 20, 2010 Yage 1 of 2 BeneficiaryVerification F: .~mgumda Mutual Funds a Vangizard Voyager Sei-vice 900-284-7245 - Voyaaer Sezvices ~~~ww.ttanguard.com TERRANCE E STOCK 10438 SW 86TH TER . OCALA FL 34481 PLEASE VERIFY YOUR BENEFIGIARY DESIGNATIUNS As a seivice to you, we send you this reminder every year araund the time af your birthday to ensure that the beneficiary desigi7ations For your Vanguard accounts are up-to-date. It's important that we have accurate information, because your beneficiai-y designations generally determine who inherits these accounts and may supersede ttie information in your will or trusf. You should review and update your benefiriary designations whenever yau experience a major life event, such as a birth, marriage, divorce, nr death in the family. IF THE INFORMATION BELOW IS CORRECT, you do not need to tak9 any action. Simply file this document with your records. IF YOU NEED TO CHANGE YOUR DESIGNATIONS, you can do so in one of the following ways: 'i ONLINE. Log on to your account at Vanguard.com, select "Account Profile," then rhoose "Beneficiaries." Select "Edit beneficiaries" to update your information..com, select "Account Profile," then choose "Beneficiaries." 5elect "Edit BY PHONE. For IRAs, call us at the number abave to updafe yaur benefioiarias. For nonretirement accounts, Individual 441(k)s, and 403(b)(7)s, cali us at the number above to request the appropriate form. Note that we're not able to accept any heneficiary changes marked on this document. Retirement Beneficiaries Name BirthlTrust Date Spouse Allocation Primary SUSAN F LANG 1952 No 100.00% Pi'imary Total - - ---100.00%_ • Secandary TYNE STOCK 1982 No 100.00% Secondary Total 100.000% Accounts Affected IRA(s) Wellinyton Fund Inv - 2506 - If yau have designated primary and seconciary beneficiariGs for your retirement assets, your secnndary beneficiaries oniy receive the assets if there are no suiviving primary beneficiaries at the time of your death. I ) r \ , PENNSTATE ~S l~lilton S. Hershe,y Medical Center College of Medicine ~ ~ Ff#4MqE N T MSH(PSU) 403(13) PLAN Retirement Savings Statement January 1, 2003 - December 31, 2003 ENV#MN000001 MN 72125 T TERRANCE STOCK For online access, log on at: 10937 SW 86TH TERRACE http://www.fldelity.com/atwork OCALA, FL 34481 For information, call: (800) 343-0860 Your Account Summary Your Asset Allocation Beginning Balance $12,981.18 Change in Account Value 1,513.51 ~ Stocks 37% Ending Balance $14,494.69 ~ Bonds 38% Additional Information Dividends & Interest $429.23 Short-Term 25% Your Personal Rate of Return , This Period 11.7% Year to Date 11.7% Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment eamings. It reflects the results of your investment selections as Your investments are currently allocated among the displayed well as any activity in the plan account(s) shown. There are other asset classes. Percentages and totais may not be exact due to rounding. Personal Rate of Return formulas used that may yield different results. Remember that past pertormance is no guarantee of future The Additional Fund Information section lists the allocation of results. your blended funds. Account Value This section displays the value of your account for the period, in both shares and dollars. Shares on Shares on Price on Price on Market Value ar et a ue Invesfinent 12/3112002 1?J31/2003 1213112002 12/31/2003 on 12/31/2002 on 12131/2003 Stock Investments $2,375.20 $2,964.75 Fid Magellan 30.081 30.333 $78.96 $97.74 2,375.20 2,964.75 Blended Investments* $3,142.87 $3,840.63 Fid Puritan 199.042 207.939 $15.79 $18.47 3,142.87 3,840.63 Bond Investments $3,979.16 $4,176.54 Fid Intermed Bond 370.844 391.795 $10.73 $10.66 3,979.16 4,176.54 Short-Term Investments $3,483.95 $3,512.77 Fid Ret Govt MM 3,483.950 3,512.770 $1.00 $1.00 3,483.95 3,512.77 Account Total 12 981.18 14 494.69 Please read this statement carefully. Any error must be reported to Fidelity Investrnents within 90 days. 0001 MN000001 0001 20110801 MN38 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 1 of 5 . ~ / PENNSTATE AW • bliltou S. Hershey hledical Ceoter ~ College of Medicine m 1 N V E S T M E N T S MSH(PSU) 403(13) PLAN Retirement Savings Statement January 1, 2006 - December 31, 2006 ENV#MN000004 MN 72125 T I TERRANCE STOCK For online access, log on at 10937 SW 86TH TERRACE http:/lwww.fidelity.com/atwork OCALA, FL 34481 For information, call: (800) 343-0860 Your Account Summary Your Asset Allocation Beginning Balance $15,821.38 Change in Account Value 1,253.69 . Stocks 39% Endin Balance a17,075.07 0 9 ~ Bonds 37 /o a Additional Information ? Short-Term 24 /o Dividends & Interest $1,541.41 Your Personal Rate of Return This Period 7.9% Year to Date 7•9% Your Personal Rate of Retum is calculated with a time-weighted formuia, widely used by financial analysts to calculate investment Your investments are currently allocated among the displayed eamings. It reflects the results of your investment selections as asset classes. Percentages and totals may not be exact due to well as any activity in the plan account(s) shown. There are other roUnding. Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future The Additional Fund Information section lists the allocation of results. your blended funds. Account Value This sec6on displays the value of your account for the period, in both shares and dollars. Shares on Shares on Price on Price on Market Value ar ket a ue Investmenf 12131/2005 1213112006 1213112005 1213112006 on 12/31/2005 on 1213112006 Stock Investments $3,391.60 $3,636.39 Fid Magellan 31.864 40.621 $106.44 $89.52 3,391.60 3,636.39 Blended Investments* $4,392.77 $5,041.97 Fid Puritan 234.531 252.477 $18.73 $19.97 4,392.77 5,041.97 Bond Investments $4,385.86 $4,572.53 Fid Intermed Bond 426.225 445.666 $10.29 $10.26 4,385.86 4,572.53 Short-Term Investments $3,651.15 $3,824.18 Fid Ret Govt MM 3,651.150 3,824.180 $1.00 $1.00 3,651.15 3,824.18 Account Total 15 821.38 17 075.07 Please read this statement carefully. Any error must be reported to Fideliry Investments within 90 days. 0004 MN000004 0001 20110801 MN315 Page 1 of 5 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 , PENNSTATE ~ Nlilton S. Hershey hleJical Center i!f;!Q! ~ Co(lege of Medicine ~ 1 T S MSH(PSU) 403(13) PLAN Retirement Savings Statement January 1, 2007 - December 31, 2007 ENV#MN000005 MN 72125 T TERRANCE STOCK For online access, log on at: 10937 SW 86TH TERRACE http:/1www.fidelity.com/atwork FL 34981 For information, call: (800) 343-0860 OCALA , Your Account Summary Your Asset Allocation Beginning Balance $17,075.07 Change in Account Value 1,365.40 . Stocks 41% Ending Balance $18,440.47 ~ Bonds 36% Additional lnformation ? Short-Term 23% Dividends & Interest $1,501.17 Your Personal Rate of Return This Period 8.0% Year to Date $•0% Your Personal Rate of Retum is calculated with a time-weighted formula, widely used by financial analysts to calculate investment Your investments are currently allocated among the displayed earnings. It reflects the results of your investment selections as asset classes. Percentages and totals may not be exact due to well as any activity in the plan account(s) shown. There are other rounding. Personal Rate of Return formulas used that may yield different results. Remember that past pertormance is no guarantee of future The Additional Fund Information section lists the allocation of results. your blended funds. Account Value This section displays the value of your account for the period, in both shares and dollars. Shares on Shares on Price on Price on Market Value Market alue lnvestment 9213112006 12/31/2007 1213112006 1213112007 on 1213112006 on 1213112007 Stock Investments $3,636.39 $4,320.93 Fid Magellan 40.621 46.031 $89.52 $93.87 3,636.39 4,320.93 Blended Investments' $5,041.97 $5,353.27 Fid Puritan 252.477 281.307 $19.97 $19.03 5,041.97 5,353.27 Bond Investments $4,572.53 $4,753.43 Fid Intermed Bond 445.666 468.318 $10.26 $10.15 4,572.53 4,753.43 Short-Term Investments $3,824.18 $4,012.84 Fid Ret Govt MM 3,824.180 4,012.840 $1,00 $1.00 31824.18 4,012.84 Account Total 17 075.07 18 440.47 Please read this statement carefully. Any error must be reported to Fidelity Investments within 90 days. 0005 MN000005 0001 20110801 MN36 Page 1 of 5 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 - PENNSTATE 11~lilton S. Hershey hletlical Center ~ College of Medicine !VfE #.%T / N M E N T S MSH(PSU) 403(13) PLAN Retirement Savings Statement January 1, 2003 - May 12, 2008 ENV#MN000002 MN 72125 T TERRANCE STOCK Foronline access, log on at: 10937 SW 86TH TERRACE http://www.fidelity.com/atwork OCALA, FL 39981 For information, call: (800) 343-0860 Your Account Summary Beginning Balance $12,981.18 Withdrawals -18,152.83 Change in Account Value 5,171.65 Ending Balance $0.00 Additional Information Dividends & Interest $4,911.22 1 Your Personal Rate of Return This Period 39.8% Year to Date -1.6% Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results. Account Value This section displays the value of your account for the period, in both shares and dollars. Shares on Shares on Price on Price on Market Va/ue Market a ue lnvesfinent 1213112002 05112/2008 1213112002 05112/2008 on 1213112002 on 05/12/2008 Stock Investments $2,375.20 $0.00 Fid Magellan 30.081 0.000 $78.96 $86.65 2,375.20 0.00 Blended Investments* $3,142.87 $0.00 Fid Puritan 199.042 0.000 $15.79 $18.33 3,142.87 0.00 Bond investments $3,979.16 $0.00 Fid Intermed Bond 370.844 0.000 $10.73 $10.05 3,979.16 0.00 Short-Term Investments $3,483.95 $0.00 Fid Ret Govt MM 3,483.950 0.000 $1.00 $1.00 3,483.95 0.00 Account Total 12 981.18 0.00 Please read this statement carefully. Any error must be reported to Fidelity Investments within 90 days. 0002 MN000002 0001 20110826 MN313 Fideliry Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 1 of 7 l MSH(PSU) 403(B) PLAN Statement Period: 01/01/2003 to 05/12/2008 ~ ^ ~ Account Value (continued) Remember that a dividend payment to fund shareholders reduces the share price of the fund, so a decrease in the share price for the statement period does not necessarily reflect Iower fund performance. * Some of your investments are classified as a Blended Investment. Blended Investments may include a mixture of stocks, bonds, and/or short term assets. Please refer to the "Additional Investment Information" section to determine the allocation of your blended investrnenis' underlying assets. Please refer to NetBenefits and other Plan information, such as your SPD, for a description of your right to direct investments under the Plan. For information on any plan restrictions or limitations on those rights visit NetBenefits and click on "Plan Information". To help achieve long-term retirement security, you should give careful consideration to the benefits of a well-balanced and diversi6ed investment portfolio. Spreading your assets among different types of investments can help you achieve a favorable rate of retum, while minimizing your overall risk of losing money. This is because market or other economic conditions thal cause one category of assets, or one particular security, to perform very well often cause another asset category, or another particular security, to perform poorly. If you invest more than 20% of your retirement savings in any one company or indusVy, your savings may not be properly diversified. Although diversification is not a guarantee against loss, it is an effective strategy to help you manage investment risk. In deciding how to invest your retirement savings, you should take into account all of your assets, including any retirement savings outside of the Plan. No single approach is right for everyone because, among other factors, individuals have different financial goals, different time horizons for meeting their goals, and different tolerances for risk. It is also important to periodically review your investment portfolio, your investment objectives, and the investment options under the Plan to help ensure that your retirement savings will meet your retirement goals. Visit the Department of Labor website http://www.dol.gov/ebsa/investing.html for information on individual inves6ng and diversification. Your Contribution Elections as of 08/26/2011 This section displays the funds in which your future contributions will be invested. Sa/ary Prior Prior lnvestment Reduction Contrib Rollover-403(b) Transfer Plan Tsa Plan Tsa Rollover Fid Intermed Bond 25% 25% 25% 25% 25% Fid Magellan 25% 25% 25% 25% 25% Fid Purltall 25% 25% 25% 25% 25% Fid Ret Govt MM 25% 25% 25% 25% 25% Total 100% 100% 100% 100% 100% /nvestment Rollover-401 (a) Fid Intermed Bond 25°/a Fid Magellan 25% Fid Pufitan 25% Fid Ret Govt MM 25% Total 100% Your Account Activity Use this section as a summary of transactions that occurred in your account during the statement period. Fid Fid Fid Fid Activitv /ntermed Bond Maaellan Puritan Ret Govt MM Tota! Beginning Balance $3,979.16 $2,375.20 $3,142.87 $3,483.95 $12,981.18 Withdrawals -4,781.98 -4,121.07 -5,190.89 -4,058.89 -18,152.83 Change in Account Value 802.82 1,745.87 2,048.02 574.94 5,171.65 Ending Balance $0.00 $0.00 $0.00 $0.00 $0.00 Dividends & Interest $1,091.58 $1,646.23 $1,598.47 $574.94 $4,911.22 0002 MN000002 0001 20110826 MN38 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 2 of 7 - ~ MSH(PSU) 403(B) PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail This section wili provide you with detailed day to day activity in your account during the statement period. Transaction Fund Trade Date Transaction Tvpe Shares Price Amount Prior Plan Tsa Fid intermed Bond 01131l2003 Dividend 1.282 $10.71 $13.73 02/28/2003 Dividend 1.127 $10.83 $12.20 03/31/2003 Dividend 1.227 $10.81 $1326 04/30/2003 Dividend 1.149 $10.87 $12.49 05/31/2003 Dividend 1.152 $11.05 $12.74 06l06/2003 Dividend 4.478 $10.94 $48.99 06/30/2003 Dividend 1.177 $10.89 $12.81 07/31/2003 Dividend 1.202 $10.55 $12.68 08131/2003 Dividend 1.155 $10.55 $12.18 09/30/2003 Dividend 1.048 $10.78 $11.30 10/31/2003 Dividend 1.094 $10.67 $11.67 11/30/2003 Dividend 1.111 $10.66 $11.84 12/05/2003 Dividend 2.552 $10.65 $27.17 12/31/2003 Dividend 1.197 $10.66 $12.76 01/31/2004 Dividend 1.188 $10.69 $12.70 02/29/2004 Dividend 1.096 $10.77 $11.80 03/3112004 Dividend 1.168 $10.82 $12.63 04/30/2004 Dividend 1.167 $10.54 $12.31 05/31/2004 Dividend 1.128 $10.46 $11.80 06l04/2004 Dividend 3.271 $10.33 $33.79 06/30/2004 Dividend 1.162 $10.38 $12.06 07/31/2004 Dividend 1.182 $10.44 $12.34 08l31/2004 Dividend 1.155 $10.58 $12.22 09/30/2004 Dividend 1.157 $10.57 $12.23 10/31/2004 Dividend 1.176 $10.61 $12.47 11/30/2004 Dividend 1.142 $10.50 $11.99 12/03/2004 Dividend 0.776 $10.52 $8.16 12131/2004 Dividend 1.160 $10.52 $1220 01/31/2005 Dividend 1.171 $10.51 $12.31 02/28/2005 Dividend 1.109 $10.43 $11.57 03/31/2005 Dividend 1.255 $10.35 $12.99 04/30/2005 Dividend 1.228 $10.43 $12.81 05/31/2005 Dividend 1.255 $10.48 $13.16 06/03/2005 Dividend 0.396 $10.49 $4.16 06/30/2005 Dividend 1.303 $10.48 $13.66 07/31/2005 Dividend 1.368 $10.37 $14.18 08/31/2005 Dividend 1.383 $10.45 $14.46 09/30/2005 Dividend 1.355 $10.34 $14.01 10/31/2005 Dividend 1.430 $10.26 $14.67 11l3012005 Dividend 1.407 $10.27 $14.45 12/31/2005 Dividend 1.842 $10.29 $18.95 01l31/2006 Dividend 1.454 $10.26 $14.92 02/28/2006 Dividend 1.378 $10.24 $14.11 03/31/2006 Dividend 1.551 $10.16 $15.75 04/30/2006 Dividend 1.535 $10.14 $15.56 05/31/2006 Dividend 1.575 $10.10 $15.91 06l30/2006 Dividend 1.572 $10.08 $15.85 07/31/2006 Dividend 1.626 $10.15 $16.50 08/31/2006 Dividend 1.635 $10.24 $16.77 09/30/2006 Dividend 1.585 $10.28 $16.30 10/3112006 Dividend 1.649 $10.30 $16.98 11/30/2006 Dividend 1.637 $10.35 $16.94 12/01/2006 Dividend 0.514 $10.36 $5.32 12/29/2006 Dividend 1.727 $10.26 $17.72 01/31/2007 Dividend 1.729 $10.23 $17.69 02l28/2007 Dividend 1.585 $10.33 $16.38 03/30/2007 Dividend 1.760 $10.30 $18.13 04/30/2007 Dividend 1.783 $10.31 $18.38 0002 MN000002 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 3 of 7 l MSH(PSU) 403(B) PLAN Statement Period: 01/01/2003 to 0511212008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amount 05/31/2007 Dividend 1.794 $10.21 $18.31 06/29/2007 Dividend 1.797 $10.14 $18.23 07/31/2007 Dividend 1.851 $10.15 $18.78 08/31/2007 Dividend 1.887 $10.12 $19.10 09128/2007 Dividend 1.848 $10.16 $18.78 10/31/2007 Dividend 1.867 $10.12 $18.89 8.25 11/30l2007 Dividend 1.791 $10.19 $1 12131/2007 Dividend 2.960 $10.15 $30.05 01/31/2008 Dividend 1.834 $10.24 $18.75 02/2912048 Dividend 1.633 $10.23 $16.71 03/31/2008 Dividend 1.736 $10.11 $17.55 04/30/2008 Dividend 1.641 $10.02 $16.44 05/12/2008 Withdrawal -475.819 $10.05 -4,781.98 05/12/2008 Realized G/L -218.54 05/12/2008 Dividend 0.657 $10.05 $6.60 Fid Magellan 05/02/2003 Dividend 0.064 $83.93 $5.41 12/05l2003 Dividend 0.188 $93.08 $17.49 05/07l2004 Dividend 0.066 $96.48 $6.37 12/0312004 Dividend 0.307 $102.25 $31.31 05/06/2005 Dividend 0.086 $99.98 $8.60 12/02/2005 Dividend 1.072 $106.31 $113.93 05/05/2006 Dividend 7.524 $94.69 $712.48 12/01/2006 Dividend 1.233 $89.49 $110.29 05104/2007 Dividend 2.326 $92.19 $214.48 12/07/2007 Dividend 3.084 $95.25 $293.76 05/02/2008 Dividend 1.529 $86.42 $132.11 05/1212008 Withdrawal -47.560 $86.65 -4,121.07 05/12/2008 Realized G/L -79.81 Fid Puritan 03/07/2003 Dividend 1.451 $15.09 $21.89 06l06/2003 Dividend 1.167 $17.17 $20.05 09/05/2003 Dividend 3.525 $17.16 $60.50 12/1212003 Dividend 2.754 $17.88 $49.25 03/05/2004 Dividend 1.199 $19.09 $22.88 06/18/2004 Dividend 1.239 $18.57 $23.01 09/03/2004 Dividend 6.730 $18.13 $122.02 10/08/2004 Dividend 1.312 $18.20 $23.88 12/10/2004 Dividend 3.052 $18.61 $56.79 04/01/2005 Dividend 1.196 $18.52 $22.15 07/01/2005 Dividend 1.428 $18.71 $26.72 09/09/2005 Dividend 5.709 $18.84 $107.56 10/07/2005 Dividend 1.636 $18.26 $29.87 12/09/2005 Dividend 3.091 $18.72 $57.86 04/07/2006 Dividend 1.588 $19.21 $30.49 07/07/2006 Dividend 1.858 $19.06 $35.42 09/0812006 Dividend 7.242 $19.06 $138.03 10/06/2006 Dividend 1.891 $19.45 $36.78 12/08/2006 Dividend 5.367 $19.80 $106.26 04/04/2007 Dividend 1.745 $2026 $35.35 07/06/2007 Dividend 1.688 $21.08 $35.59 10I05l2007 Dividend 14.883 $20.29 $301.98 12/21/2007 Dividend 10.514 $19.06 $200.38 04/04/2008 Dividend 1.884 $17.92 $33.76 05/12/2008 Withdrawal -283.191 $18.33 -5,190.89 05/12/2008 Realized G1L $354.92 Fid Ret Govt MM 01/31/2003 Dividend 3.050 $1.00 $3.05 02l28/2003 Dividend 2.530 $1.00 $2.53 03/31/2003 Dividend 2.770 $1.00 $2.77 0002 MN000002 0001 20110826 MN313 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 4 of 7 l MSH(PSU) 403(B) PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction TvAe Shares Price Amount 04130l2003 Dividend 2.620 $1.00 $2.62 05l31f2003 Dividend 2.690 $1.00 $2.69 06l30/2003 Dividend 2.400 $1.00 $2.40 07/31/2003 Dividend 2.210 $1.00 $2.21 08/31/2003 Dividend 2.150 $1.00 $2.15 09/30/2003 Dividend 2.050 $1.00 $2.05 10/31/2003 Dividend 2.140 $1.00 $2.14 11l30/2003 Dividend 2.040 $1.00 $2.04 12/31/2003 Dividend 2.170 $1.00 $2.17 01/31l2004 Dividend 2.190 $1.00 $2.19 02/29/2004 Dividend 1.970 $1.00 $1.97 03/31/2004 Dividend 2.140 $1.00 $2.14 04/30/2004 Dividend 2.020 $1.00 $2.02 05l31/2004 Dividend 2.180 $1.00 $2.18 06/30/2004 Dividend 2.170 $1.00 $2.17 07/31/2004 Dividend 2.830 $1.00 $2.83 08/31/2004 Dividend 3.210 $1.00 $3.21 09/30/2004 Dividend 3.490 $1.00 $3.49 10/31l2004 Dividend 4.180 $1.00 $4.18 11/30/2004 Dividend 4.410 $1.00 $4.41 12/31/2004 Dividend 5.220 $1.00 $5.22 01/31/2005 Dividend 5.650 $1.00 $5.65 02/28/2005 Dividend 5.530 $1.00 $5.53 03/31/2005 Dividend 6.760 $1.00 $6.76 04/30/2005 Dividend 7.060 $1.00 $7.06 05/31/2005 Dividend 8.010 $1.00 $8.01 0613012005 Dividend 8.010 $1.00 $8.01 07/31/2005 Dividend 8.890 $1.00 $8.89 08/31/2005 Dividend 9.460 $1.00 $9.46 09/30l2005 Dividend 9.700 $1.00 $9.70 10/31/2005 Dividend 10.660 $1.00 $10.66 11/30/2005 Dividend 10.760 $1.00 $10.76 12/31/2005 Dividend 11.880 $1.00 $11.88 01/31/2006 Dividend 12.330 $1.00 $12.33 02/28/2006 Dividend 11.510 $1.00 $11.51 03/31/2006 Dividend 13.290 $1.00 $13.29 04/30/2006 Dividend 13.450 $1.00 $13.45 05/31/2006 Dividend 14.360 $1.00 $14.36 06/30/2006 Dividend 14.220 $1.00 $14.22 07/31/2006 Dividend 15.530 $1.00 $15.53 08/31/2006 Dividend 15.680 $1.00 $15.68 09130/2006 Dividend 15.270 $1.00 $15.27 10/31/2006 Dividend 15.930 $1.00 $15.93 11/30/2006 Dividend 15.420 $1.00 $15.42 12/29/2006 Dividend 16.040 $1.00 $16.04 01/31/2007 Dividend 16.070 $1.00 $16.07 02/28/2007 Dividend 14.490 $1.00 $14.49 03/3012007 Dividend 16.270 $1.00 $16.27 04/30/2007 Dividend 15.740 $1.00 $15.74 05/31/2007 Dividend 16.310 $1.00 $16.31 06/29/2007 Dividend 15.870 $1.00 $15.87 07/31/2007 Dividend 16.490 $1.00 $16.49 08I31/2007 Dividend 16.550 $1.00 $16.55 09/28/2007 Dividend 15.660 $1.00 $15.66 10/31/2007 Dividend 15.670 $1.00 $15.67 11l30/2007 Dividend 14.680 $1.00 $14.68 12/31/2007 Dividend 14.860 $1.00 $14.86 01/31/2008 Dividend 14.100 $1.00 $14.10 02/29/2008 Dividend 11.160 $1.00 $11.16 0002 MN000002 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 5 of 7 MSH(PSU) 403(B) PLAN Statement Period: 01/01/2003 to 05/12l2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amount 03/31/2008 Dividend 10.060 $1.00 $10.06 04/30l2008 Dividend 7.890 $1.00 $7.89 05/12/2008 Withdrawal -4,058.890 $1.00 -4,058.89 05/12/2008 Dividend 2.840 $1.00 $2.84 A Message from Your Plan Sponsor Your statement. At your convenience. Statement-On-Demand from Fidelity Investments is a convenient, new service that provides on line access to your account statements via NetBenefits virtually anytime. Statements are available for up to the previous 24 month time period. Statement-On-Demand offers you a choice on how you would like to receive your statements - on line or at home via USPS mail. Electronic delivery requests will require an email address. Simply log on to www.fidelity.com/ahvork, to access this new feature today. A Message from Fidelity Investments Fidelity ViewpointsSM - Workplace Edition: is an electronic publication, offering a variety of articles to help you manage the money in your workplace savings plans and make informed decisions regarding your other financial goals. Current issue now available: Visit www.mysavingsatwork.comlviewpoints-statement To access performance information on the investment options available in your Plan - log onto www.netbenefits.com or call your plan's toll-free number. Before investing in any mutual fund please carefully consider the investment objectives, risks, charges and expenses. For this and other information, call or write Fidelity for a free prospectus. Read it carefully before you invest. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island 02917. 459279, 531246.4.0 Investment Fee Information Fidelity Low-Priced Stock Fund assesses a short-term trading fee of 1.50% for shares held less than 90 days. Fidelity Mid-Cap Stock fund assesses a short-term trading fee of 0.75% for shares held less than 30 days. Fidelity Overseas Fund assesses a short-term trading fee of 1.00% for shares held less than 30 days. 0002 MN000002 0001 20110826 MN3B Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 6 of 7 MSH(PSU) 403(B) PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Statement Glossary Average Annual Total Return The average annual return of your investment is calculated by using a change in share price plus dividends and interest and dividing by the appropriate number of years. Please note that these numbers reflect past performance only and assume the reinvestrnent of all dividends and interest. Your individual performance may not match these numbers exacdy depending on the timing of your investment. Change in Account Value The aPPreciation or dePreciation of Your hoidin9 due to Price chan9es in the funds in which You are invested, Plus anY dividends and interest earned during the statement period. Contribution Contributions are investments made to your retirement plan either through salary reduction or by your employer during the current statement period. Contributions not received before the end of the reporting period will be reflected on your next statement. Dividends and lnterest A distribution of income from your fund(s) that is a result of a distribution of eamings from its underlying investments. This amount is automaGcally reinvested into your account. Exchange Moving shares from one investment to another by selling shares and using the proceeds to buy shares of another investrnent. Account Va/ue The dollar value of the investments in your account on a specific day. You can calculate your market value by using the following formula: Market value = Number of shares in your account x Price per share of the fund. Price The value of one share of each investment in your account is the share price. It is determined by taking the total value of the whole mutual fund on a given day, subtracting expenses and dividing the result by the number of shares outstanding. Shares Your units of ownership of each investment in your account. Some special information about other sections that may appear in your account statement. Asset Allocation Market Indices Your investments may be divided into three major asset classes: A market index can measure the general trends in the performance of Stocks, Bonds, and Short-Term Investments. These asset classes certain types of securities. You can use these indices to compare the represent the different types of underlying securities that may be held performance (average annual return) of the funds in which you are in the mutual fund(s) you own. invested with the pertormance of the appropriate market index. Stocks Dow Jones lndustrial Average Stocks can add a growth component to your portfolio. They You can use this index to compare to the pertormance of some represent ownership or equity in a company. Stocks have the of your stock funds. This is a price-weighted average of 30 potential to outpertorm other types of investments over the activeiy traded blue chip stocks, primarily industrial stocks. long-term. However, stocks tend to have wider price fluctuations garclays Gov/Corp Bond over short periods of time than other securities. You can use this index to compare to the pertormance of some Bonds of your bond funds. It is an unmanaged total return index Bonds can add an income portion to your portfolio. They comprised of certain public obligations of the U.S. Treasury, represent a loan to a corporation or government agency, and U.S. Government agencies, quasi-federal agencies, corporate provide the opportunity for higher current income than short-term debt guaranteed by the U.S. govemment and public fixed rate, investments. Uniike short-term investments, however, bond and non-convertible investment-grade domestic corporate debt. prices fluctuate with changes in interest rates. Issues included in this index have at least one year to maturity. Short-Term Morgan Sfanley EAFE Short-Term investments can add stability to your portfolio. They You can use this index to compare to the performance of some provide current income and seek to preserve the value of your of your international stock funds. It is an index of approximately investment. They also tend to provide the lowest returns over 1,040 companies representing the stock markets of Europe, the long-term. Examples of these investrnents include Australia, New Zealand and the Far East. certificates of deposits (CDs), Treasury Bills and Money Market Standard and Poor's 500 instruments. You can use this index to compare to the perFormance of some of your stock funds. It is an index of 500 stocks of large, established publicly traded firms. Because the index is capitalization weighted (the price of each stock is multipiied by the number of shares outstanding), companies with the greatest market value have the greatest influence on the index. 0002 MN000002 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 7 of 7 i ~ i~ ~ ,-°`f / . Investments 2/14/2007 1;21 PAaE 002/028 FaX Server , PENNSTATE • IV kn MIMhey Meilal Ceater - frA~~~ , coliege ormedidne • ~i ' Retlrement Savings Statement ' Retirement Plans Ap,;l sz. 1997 - Fehruary 13, zoor sNV#rcxoooooi MN 72133 72124 T I TERPANCE E STOCK For online access, log on ak , 10937 9i1 86TH T$ItRACE hMpJ/Wrvw.Bdelily,com/abiwrk OC~4IA, E'L 3448], ForintoRnation, tall: (800) 343-0660 ' Your Account Summary ~ Ths „ . 00 The 40 6 Pfsn Totals For nninq alancll pp Mjkag Fatployea Conhibudons 4~514.29 0:0 4,514.19 , En?doyer Contributions 3,698.78 0.00 3,698.78 Fees -145.00 0,00 -145.00 Plan SpfRtTransecdon 13,238,78 13,124.88 26,363.66 Adjushnents 19.15 0.00 18.15 Change inAccountValue 6496.07 4,177,57 10,633.64 Ending Balanc* 327,701.07 $17,302.45 s65,083.52 ' Ad anal hfamaon Dividends 8, Interest $5,728.05 S3,215.97 $8,944,02 Your Pwsmal Rato aF Relurn 7his Period 28.8q. Year !o Dshi 1.3% YowPaesonal Rape o(Reh,m Is a1cuIslad wi~ a dMo.wdghWdftMWa, uAdely used byAnandal analyy{s 10 caIp,law i,vestnent eamlrgL Ic milats Ihe rewlb dyarirweslnentseleefom aa well As any eeiviprln Ihe pon aocounqs) shom. Yhero a~o o6K. Peesonsl Rao~ of Ren,m 6ortnulas uxd tl~¦ tmay yiald rrirterent aailb. Remeniber Nt p.nt p6&,manco is no 9uaraneee af (utwe rosults. Your Asset Allocation ~ Slotks 39% • ~ Bonds 37y. Your imes4nenhs are currenHy albcated amorlg the tksplayed a$set classes, Percentsges and td1aTs may not Q Sh°rt-Tertn 24% be exactdue to rouncOng. The Addtiona! Fund Infoena6on sec6on Usts Ihe allocafion of your b{ericicd funds, > • Please reatl 6usafttewntcarcW, qnyenormustba mpoACd b Fidel'dylnvosa„onbv4ft 90 obys. 0001 Ih~vesbn nis, P.O_ Bo~ 770002, c hia ,n q, SOH 4s277-0090 Page f of 27 , i h , TO7AL P.03 PENNSTATE ~r ~wr y Miiton S. Bers~i~y Ccn#er Colleg+e oowkine Re~ire~nent. Savingis Sta:t+~ri~an~. , Retl1'emeF1t P1ans I ~Y#~SNO_{?Of148 . :MN 7.2133 721.24~1 '~ERRAEtCE : E : S7t3ClC. ;Fvr onl?ri~:access, E09 on .at; l09.37 SW 86Ty TE,RRAGE http:flwww fici~IRy.comfatwtitk. OCALA. FL 34481 ttt~o!`tT1~t~Ort. ~11: (~00)343=q$60 '~aurAcboiunt Sumir~ary . , r.otaVs F'or Acifs~t~. The 407.1k1'Flan-: . The 4Ml:POn• a#1I F1ans. ~gir~t~ln9 Bafanc~a $.22,T~6 07 $14=09424. $36,W.31 ~ccount`1/alue ~0 ~8` 4Q0:4~ 1,C14f~;93, $438646,$ t'14,9".0 ;r37,88124 _ . A400nal lriftsrmation DiYideflds'.&tMam.st $1 15.24 $108:84 $284:08 Yoor Perspnat Rato of: Retutrr: _ . Thts'Pei'lod! yeAt fo Daie; 1 t 6~a . , . _ , . . . , YourP,ersoRal.Rg~e of Return Ts Gatcuiat~d:u~itk~. a~ims=weig~ha~f:fQrr3ivla;:wasietY usad bY ~~A~ci~t.ai~alyst~ ~"~alcitta4atnvsshtianteacniog$, t#. rsfle'cts. tha resuhs.:af ybtir, iirua"t.eta~c~s ~waU' e+~ a~y'ac~vl~y iiti 6~~ ptari at~a+5urit~sj si~wx~. Tltar~ Ora #thar E?a~oxs4 tlat~ af;RetuM forrrtutdS usad ltaa# may yigld'dt~araM;ras„~~5:, l~~t~rrtii~tlrd~~t ~atstp~d.ati~arx~~:~.a:~tts:~ar~ntaFra af'fi,elM Wults,; YOUTAS'?'S`Ot 1~~~~~~~on SFE~:ks 35°!s: 38*/4" Y6orinvestrnents are;currently;aElacatod,amani th~a , d~sp3ayed asset classeis Peccentages ancTs maV:iior El~h~rt-T~rr~ ~f~'a. bs exae4 elua to munciin ' Tha ~1ddiUani,.Func~ l.ntarmation secticin Irs~.tf~6 A1locatiqn af youi~ 61pn.ac~ed tunds: . Plebse.r$ad'fhts s(0taraisnt:caWy0 PibY;riror:mw§t ae repaRed to;fitdellty in.vestm.ents within 90 d3ys_ 094~ MN60.004a oaat- < 2a0bl.:1~2 N~e Fid~li#y'fnvestm~rits, P.O. 8ox•7Zt30Q2, Ginainnatf; ON 45'277~0090 Page1 of 7 MSH (PSU) 401 K PLAN Retirement Savings Statement January 1, 2003 - May 12, 2008 ENV#MN000001 MN 72124 T TERRANCE E STOCK For online access, log on at: 10937 SW 86TH TERRACE http://www.fidelity.com/atwork oCALA, FL 34981 For information, cail: (800) 343-0860 Your Account Summary Beginning Balance $20,985.60 With d rawa Is -29,122.85 Fees -140.00 Change in Account Value 8,277.25 Ending Balance $0.00 Additional Information Dividends & Interest $7,861.86 Your Personal Rate of Return This Period 39.6% Year to Date -1.5% Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment eamings. It reflects the results of your investment selections as weil as any activity in the plan account(s) shown. There are other Personal Rate of Return foRnulas used that may yield different resuits. Remember that past performance is no guarantee of future results. Account Value This section displays the value of your account for the period, in both shares and dollars. Shares on Shares on Price on Price on Market Value ar et alue Investment 12/31/2002 05/12/2008 1213912002 05/12/2008 on 1213112002 on 0511212008 Stock Investments $3,766.55 $0.00 Fid Magellan 47.702 0.000 $78.96 $86.65 3,766.55 0.00 Blended Investments* $5,059.80 $0.00 Fid Puritan 320.443 0.000 $15.79 $18.33 5,059.80 0.00 Bond Investments $6,480.62 $0.00 Fid Intermed Bond 603:972 0.000 $10.73 $10.05 6,480.62 0.00 Short-Term Investments $5,678.63 $0.00 Fid Ret Govt MM 5,678.630 0.000 $1.00 $1.00 5,678.63 0,00 Account Total 20 985.60 0.00 Please read this statercient carefully. Any error must be reported to Fidelity Investments within 90 days. 0001 MN000001 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 1 of 17 MSH (PSU) 401 K Pl_AN Statement Period: 01/01 /2003 to 05/12/2008 Account Value (continued) Remember that a dividend payment to fund shareholders reduces the share price of the fund, so a decrease in the share price for the statement period does not necessarily reflect lower fund performance. * Some of your investments are classified as a Blended Investment. Blended Investments may include a mixture of stocks, bonds, and/or short term assets. Please refer to the "Additional Investrnent Information" section to determine the allocation of your blended investments' underlying assets. Please refer to NetBenefits and other Plan information, such as your SPD, for a description of your right to direct investments under the Plan. For information on any plan restrictions or limitations on those rights visit NetBenefits and click on "Plan Information". To help achieve long-term retirement security, you should give careful consideration to the benefits of a well-balanced and diversified investment portfolio. Spreading your assets among different types of investments can help you achieve a favorable rate of return, while minimizing your overall risk of losing money. This is because market or other economic conditions that cause one category of assets, or one particular security, to perform very well often cause another asset category, or another particular securiry, to pertorm poorly. If you invest more than 20% of your retirement savings in any one company or industry, your savings may not be properly diversified. Although diversification is not a guarantee against loss, it is an effective strategy to help you manage investment risk. In deciding how to invest your retirement savings, you should take into account all of your assets, including any retirement savings outside of the Pian. No single approach is right for everyone because, among other factors, individuals have different financial goals, different time horizons for meeting their goals, and different tolerances for risk. it is also important to periodically review your investment portfolio, your investment objectives, and the investment options under the Plan to help ensure that your retirement savings will.meet your retirement goals. Visit the Department of Labor website http://www.dol.gov/ebsalinvesting.html for information on individual investing and diversification. Your Contribution Elections as of 08/26/2011 This section displays the funds in which your future contributions will be invested. Mandatory Elective Basic Investment Deferrals Deferrals Contributions Rollover-401(a) Transfer Fid Intermed Bond 25% 25% 25% 25% 25% Fid Magellan 25% 25% 25% 25% 25% Fid Puritan 25% 25% 25% 25% 25% Fid Ret Govt MM 25% 25% 25% 25% 25% Total 100% 100% 100% 100% 100% Prior Prior Prior Prior Investment Plan Emnlovee 401kPlan Emnlover 401k Plan RoUover Basic Contrib Ro/lover-403(b) Fid Intermed Bond 25% 25% 25% 25% 25% Fid Magellan 25% 25% 25% 25% 25°/a Fid Puritan 25% 25% 25% 25% 25% Fid Ret Govt MM 25% 25% 25% 25% 25% Total 100% 100°/a 100% 100% 100% Your Account Activity Use this section as a summary of transactions that occurred in your account during the statement period. Fid Fid Fid Fid Aciivitv lntermed Bond Mapellan Puritan Ret Govt MM Total Beginning Balance $6,480.62 $3,766.55 $5,059.80 $5,678.63 $20,985.60 Withdrawals -7,788.00 -6,534.97 -8,184.10 -6,615.78 -29,122.85 Fees 0.00 0.00 -140.00 0.00 -140.00 Change in Account Value 1,307.38 2,768.42 3,264.30 937.15 8,27725 Ending Balance $0.00 $0.00 $0.00 $0.00 $0.00 Dividends & Interest $1,777.69 $2,610.55 $2,536.47 $937.15 $7,861.86 0001 MN000001 0001 20110826 MN38 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 2 of 17 MSH (PSU) 401 K PLAN Statement Period: 01l01/2003 to 05/12/2008 Your Transaction Detail This section will provide you with detailed day to day activity in your account during the statement period. Transaction Fund Trade Date Transaction Tvne Shares Price Amount Mandatory Deferrals Fid Intermed Bond 01i31/2003 Dividend 0.345 $10.71 $3.70 02/28/2003 Dividend 0.305 $10.83 $3.30 03/3112003 Dividend 0.331 $10.81 $3.58 04/30/2003 Dividend 0.310 $10.87 $3.37 05/3112003 Dividend 0.311 $11.05 $3.44 06106l2003 Dividend 1.210 $10.94 $13.23 06l30l2003 Dividend 0.318 $10.89 $3.46 07/31/2003 Dividend 0.324 $10.55 $3.42 08I31/2003 Dividend 0.311 $10.55 $3.29 09130/2003 Dividend 0.283 $10.78 $3.05 10131/2003 Dividend 0.295 $10.67 $3.15 11/30/2003 Dividend 0.300 $10.66 $3.19 12/05/2003 Dividend 0.688 $10.65 $7.33 12/31/2003 Dividend 0.323 $10.66 $3.45 01/3112004 Dividend 0.320 $10.69 $3.42 02/2912004 Dividend 0.297 $10.77 $3.19 03/31/2004 Dividend 0.315 $10.82 $3.41 04/30/2004 Dividend 0.315 $10.54 $3.32 i, 05/31l2004 Dividend 0.304 $10.46 $3.18 06/04/2004 Dividend 0.883 $10.33 $9.12 06/30/2004 Qividend 0.314 $10.38 $3.26 07/31/2004 Dividend 0.319 $10.44 $3.33 08/31/2004 Dividend 0.311 $10.58 $3.30 09/30/2004 Dividend 0.312 $10.57 $3.30 10/31/2004 Dividend 0.318 $10.61 $3.37 11/30/2004 Dividend 0.309 $10.50 $3.24 12/03/2004 Dividend 0.210 $10.52 $2.21 12l31/2004 Dividend 0313 $10.52 $3.29 0113112005 Dividend 0.316 $10.51 $3.32 02/28/2005 Dividend 0.301 $10.43 $3.13 03/31l2005 Dividend 0.339 $10.35 $3.51 04/30/2005 Dividend 0.332 $10.43 $3.46 05/31/2005 Dividend 0.340 $10.48 $3.56 06/03/2005 Dividend 0.107 $10.49 $1.12 06/30/2005 Dividend 0.352 $10.48 $3.69 07/31/2005 Dividend 0.368 $10.37 $3.82 08/31/2005 Dividend 0374 $10.45 $3.90 09/30/2005 Dividend 0.366 $10.34 $3.78 10/31/2005 Dividend 0.386 $10.26 $3.96 11/30l2005 Dividend 0.380 $10.27 $3.90 12/31/2005 Dividend 0.497 $10.29 $5.12 01/31/2006 Dividend 0.393 $10.26 $4.03 02/2812006 Dividend 0.371 $10.24 $3.80 03/31/2006 Dividend 0.418 $10.16 $4.25 04/30/2006 Dividend 0.415 $10.14 $4.20 05/31/2006 Dividend 0.425 $10.10 $4.29 06/30/2006 Dividend 0.424 $10.08 $4.28 07/31/2006 Dividend 0.439 $10.15 $4.46 08/31/2006 Dividend 0.443 $10.24 $4.53 09130/2006 Dividend 0.428 $10.28 $4.40 10/31l2006 Dividend 0.445 $1030 $4.58 11/30/2006 Dividend 0.442 $10.35 $4.57 12/01/2006 Dividend 0.139 $10.36 $1.44 12l29/2006 Dividend 0.466 $10.26 $4.78 01/31/2007 Dividend 0.466 $10.23 $4.77 02/28l2007 Dividend 0.429 $10.33 $4.43 03/30/2007 Dividend 0.475 $10.30 $4.89 04/30/2007 Dividend 0.481 $10.31 $4.96 0001 MN000001 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 3 of 17 MSH (PSU) 401K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amounf 05/31/2007 Dividend 0.485 $10.21 $4.95 06/29/2007 Dividend 0.485 $10.14 $4.92 07/31/2007 Dividend 0.500 $10.15 $5.07 08/31/2007 Dividend 0.510 $10.12 $5.16 09/2812007 Dividend 0.499 $10.16 $5.07 10/31/2007 Dividend 0.504 $10.12 $5.10 11/30/2007 Dividend 0.484 $10.19 $4.93 12/31/2007 Dividend 0.799 $10.15 $8.11 01/31/2008 Dividend 0.495 $1024 $5.07 02/29l2008 Dividend 0.441 $10.23 $4.51 03/31/2008 Dividend 0.469 $10.11 $4.74 04/30/2008 Dividend 0.443 $10.02 $4.44 05/12/2008 Withdrawal -128.462 $10.05 -1,291.04 05l1212008 Realized G/L -11.26 05/12/2008 Dividend 0.177 $10.05 $1.78 Fid Magellan 05/02/2003 Dividend 0.017 $83.93 $1.41 12/05/2003 Dividend 0.049 $93.08 $4.54 05/07/2004 Dividend 0.017 $96.48 $1.65 12/0312004 Dividend 0.080 $102.25 $8.13 05/06/2005 Dividend 0.022 $99.98 $2.23 12/02/2005 Dividend 0.278 $106.31 $29.56 05/05l2006 Dividend 1.953 $94.69 $184.88 12/01l2006 Dividend 0.320 $89.49 $28.62 05104/2007 Dividend 0.603 $92.19 $55.66 12l07/2007 Dividend 0.800 $95.25 $76.22 05l02/2008 Dividend 0.396 $86.42 $34.28 05/12i2008 Withdrawal -12.340 $86.65 -1,069.26 05/12/2008 Realized G/L -282.50 Fid Puritan 03l07/2003 Dividend 0.374 $15.09 $5,65 04/02/2003 Participant Maintena -0.483 $15.54 -7.50 04102/2003 Realized G/L -1.46 06/06/2003 Dividend 0.298 $17.17 $5.13 07/03/2003 Participant Maintena -0.440 $17,05 -7.50 07/03(2003 Realized G/L -0.66 09/05/2003 Dividend 0.895 $17.16 $15.35 10/02l2003 Participant Maintena -0.435 $17.26 -7.50 10/02/2003 Realized G/L -0.55 12l12/2003 Dividend 0.693 $17.88 $12.39 01/05/2004 Participant Maintena -0.403 $18.60 -7.50 01/05/2004 Realized G/L $0.04 03/05/2004 Dividend 0.300 $19.09 $5.71 04/02/2004 Participant Maintena -0.398 $18.86 -7.50 04/02/2004 Realized G/L $0.13 06/18/2004 Dividend 0.307 $18.57 $5.70 07/02/2004 Participant Maintena -0.403 $18.59 -7.50 07/02/2004 Realized G/L $0.04 09/03/2004 Dividend 1.655 $18.13 $30.00 10/04/2004 Participant Maintena -0.409 $18.35 -7.50 10/0412004 Realized G/L -0.07 10/08/2004 Dividend 0.320 $18.20 $5.82 12/10/2004 Dividend 0.744 $18.61 $13.85 01/04/2005 Participant Maintena -0.401 $18.69 -7.50 01l04/2005 Realized G!L $0.08 04101/2005 Dividend 0.290 $18.52 $5.37 04/04/2005 Participant Maintena -0.404 $18.55 -7.50 04/04/2005 Realized G/L $0.03 07/01/2005 Participant Maintena -0.401 $18.71 -7.50 07/01/2005 Realized G/L $0.08 0001 MN000001 0001 20110826 MN313 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 4 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05/12l2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amount 07/01/2005 Dividend 0.344 $18.71 $6.43 09/09/2005 Dividend 1.362 $18.84 $25.66 10/03/2005 Participant Maintena -0.402 $18.67 -7.50 10/03/2005 Realized G/L $0.06 10/07/2005 Dividend 0.387 $1826 $7.07 12/09/2005 Dividend 0.732 $18.72 $13.70 01/0312006 Participant Maintena -0.396 $18.94 -7.50 01/03/2006 Realized G/L $0.17 04/03/2006 Participant Maintena -0.387 $19.40 -7.50 04/0312006 Realized G/L $0.34 04/07/2006 Dividend 0.371 $19.21 $7.12 07/03/2006 Participant Maintena -0.388 $19.31 -7.50 07/03l2006 Realized G/L $0.32 07/07/2006 Dividend 0.431 $19.06 $8.21 09/08/2006 Dividend 1.679 $19.06 $32.00 10102/2006 Participant Maintena -0.257 $19.45 -5.00 10/02/2006 Realized G/L $0.24 10/06/2006 Dividend 0.436 $19.45 $8.49 12108/2006 Dividend 1.239 $19.80 $24.52 01/04/2007 Participant Maintena -0.251 $19.96 -5.00 01/04/2007 Realized G/L $0.34 04/02/2007 Participant Maintena -0.247 $20.26 -5.00 I 04/02/2007 Realized GIL $0.42 I 04/04/2007 Dividend 0.400 $20.26 $8.09 07/02/2007 Participant Maintena -0.236 $21.16 -5.00 , 07/02/2007 Realized G/L $0.62 07/06/2007 Dividend 0.385 $21.08 $8.11 10/01/2007 Participant Maintena -0.234 $21.36 -5.00 10/01/2007 Realized G1L $0.65 10/05/2007 Dividend 3.378 $20.29 $68.54 12/21l2007 Dividend 2.386 $19.06 $45.48 01/02/2008 Participant Maintena -0.265 $18.89 -5.00 01/02l2008 Realized G/L $0.05 04/01/2008 Participant Maintena -0.279 $17.95 -5.00 04/01/2008 Realized G/L -0.22 04/04l2008 Dividend 0.424 $17.92 $7.59 05/12/2008 Withdrawal -63.724 $18.33 -1,168.06 05/1212008 Realized G/L -23.90 Fid Ret Govt MM 01/31/2003 Dividend 0.840 $1.00 $0.84 02/28/2003 Dividend 0.700 $1.00 $0.70 03/31/2003 Dividend 0.760 $1.00 $0.76 04/30/2003 Dividend 0.720 $1.00 $0.72 05/31/2003 Dividend 0.740 $1.00 $0.74 06/30/2003 Dividend 0.660 $1.00 $0.66 07/31/2003 Dividend 0.600 $1.00 $0.60 08/31/2003 Dividend 0.590 $1.00 $0.59 09/30/2003 Qividend 0.560 $1.00 $0.56 10/31/2003 Dividend 0.590 $1.00 $0.59 11/30/2003 Dividend 0.560 $1.00 $0.56 12/31/2003 Dividend 0.590 $1.00 $0.59 01/31/2004 Dividend 0.600 $1.00 $0.60 ' 02l29/2004 Dividend 0.540 $1.00 $0.54 03/31l2004 Dividend 0.580 $1.00 $0.58 04/30/2004 Dividend 0.550 $1.00 $0.55 05/31/2004 Dividend 0.600 $1.00 $0.60 06/30/2004 Dividend 0.590 $1.00 $0.59 07131/2004 Dividend 0.770 $1.00 $0.77 08/31/2004 Dividend 0.880 $1.00 $0.88 09/30/2004 Dividend 0.960 $1.00 $0.96 0001 MN000001 0001 20110826 MN3B Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 5 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) ' Transaction Fund Trade Date Transaction Tvpe Shares Price Amount 10/31/2004 Dividend 1.140 $1.00 $1.14 11/30/2004 Dividend 1.210 $1.00 $1.21 12/31/2004 Dividend 1.430 $1.00 $1.43 01/31/2005 Dividend 1.550 $1.00 $1.55 02/28/2005 Dividend 1.520 $1.00 $1.52 03/31/2005 Dividend 1.860 $1.00 $1.86 04/30/2005 Dividend 1.940 $1.00 $1.94 05/31/2005 Dividend 2.200 $1.00 $2.20 06/30/2005 Dividend 2.200 $1.00 $2.20 07/31/2005 Dividend 2.440 $1.00 $2.44 08/31l2005 Dividend 2.590 $1.00 $2.59 09/30/2005 Dividend 2.660 $1.00 $2.66 10l31/2005 Dividend 2.930 $1.00 $2.93 11/30/2005 Dividend 2.960 $1.00 $2.96 12/31/2005 Dividend 3.260 $1.00 $3.26 01/31/2006 Dividend 3.380 $1.00 $3.38 02/28l2006 Dividend 3.160 $1.00 $3.16 03/31/2006 Dividend 3.650 $1.00 $3.65 04/30/2006 Dividend 3.690 $1.00 $3.69 05/31/2006 Dividend 3.940 $1,00 $3.94 06/30/2006 Dividend 3.900 $1.00 $3.90 07/31/2006 Dividend 4260 $1.00 $426 08/31/2006 Dividend 4.300 $1.00 $4.30 09/3012006 Dividend 4.190 $1.00 $4.19 10/31/2006 Dividend 4.370 $1.00 $4.37 11/30/2006 Dividend 4.230 $1.00 $4.23 12/29/2006 Dividend 4.400 $1.00 $4.40 01/31/2007 Dividend 4.410 $1.00 $4.41 I 02/28/2007 Dividend 3.980 $1.00 $3.98 03/30/2007 Dividend 4.470 $1.00 $4.47 04/30/2007 Dividend 4.320 $1.00 $4.32 I 05/31/2007 Dividend 4.480 $1.00 $4.48 I 06/29(2007 Dividend 4.350 $1.00 $4.35 i 07/3112007 Dividend 4.520 $1.00 $4.52 08/31/2007 Dividend 4.540 $1.00 $4.54 I 09/28/2007 Dividend 4.300 $1.00 $4.30 ' 10/31l2007 Dividend 4.290 $1.00 $4.29 ~i 11/30l2007 Dividend 4.030 $1.00 $4.03 12/31/2007 Dividend 4.070 $1.00 $4.07 ' 01131/2008 Dividend 3.870 $1.00 $3.87 02/29/2008 Dividend 3.060 $1.00 $3.06 03/31/2008 Dividend 2.760 $1.00 $2.76 04/30/2008 Dividend 2.160 $1.00 $2.16 05/12/2008 Withdrawal -1,113.610 $1.00 -1,113.61 05/12/2008 Dividend 0780 $1.00 $0.78 Elective Deferrals Fid Intermed Bond 01/31/2003 Dividend 0.090 $10.71 $0.96 02/28/2003 Dividend 0A78 $10.83 $0.85 03/31/2003 Dividend 0.086 $10.81 $0.93 04/30/2003 Dividend 0.080 $10.87 $0.87 05/31l2003 Dividend 0.081 $11.05 $0.89 06l06/2003 Dividend 0:312 $10.94 $3.42 06/30/2003 Dividend 0.081 $10.89 $0.89 07/31/2003 Dividend 0.085 $10.55 $0.89 08/31l2003 Dividend 0.081 $10.55 $0.85 09/30/2003 Dividend 0.074 $10.78 $0.79 10/31/2003 Dividend 0.077 $10.67 $0.82 11/30/2003 Dividend 0.078 $10.66 $0.83 0001 MN000001 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 6 of 17 MSH (PSU) 401K PLAN Statement Period: 01/01/2003 to 05/1212008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amount 12/05/2003 Dividend 0.178 $10.65 $1.90 12131/2003 Dividend 0.084 $10.66 $0.89 01/31/2004 Dividend 0.084 $10.69 $0.89 02/29/2004 Dividend 0.076 $10.77 $0.82 03131/2004 Dividend 0.081 $10.82 $0.88 ~ 04l30/2004 Dividend 0.082 $10.54 $0.86 !i 05/31/2004 Dividend 0.079 $10.46 $0.83 06/04/2004 Dividend 0228 $10.33 $2.36 06/30/2004 Dividend 0.081 $10.38 $0.84 07/31/2004 Dividend 0.084 $10.44 $0.87 08131/2004 Dividend 0.081 $10.58 $0.85 09/30/2004 Dividend 0.082 $10.57 $0.86 10/31/2004 Dividend 0.082 $10.61 $0.87 11/30/2004 Dividend 0.080 $10.50 $0.84 12/03l2004 Dividend 0.054 $10.52 $0.57 12/31/2004 Dividend 0.082 $10.52 $0.86 01l31/2005 Dividend 0.082 $10.51 $0.86 02/28/2005 Dividend 0.077 $10.43 $0.81 03/31/2005 Dividend 0.088 $10.35 $0.91 04I30/2005 Dividend 0.086 $10.43 $0.90 05131/2005 Dividend 0.088 $10.48 $0.92 06/03/2005 Dividend 0.028 $10.49 $0.29 06/30/2005 Dividend 0.091 $10.48 $0.95 07131/2005 Dividend 0.095 $10.37 $0.99 08/31/2005 Dividend 0.096 $10.45 $1.01 09/30/2005 Dividend 0.094 $10.34 $0.98 10/31/2005 Dividend 0.100 $10.26 $1.02 11/30/2005 Dividend 0.099 $10.27 $1.01 12/31/2005 Dividend 0.129 $10.29 $1.32 01/31/2006 Dividend 0.101 $10.26 $1.04 02/28/2006 Dividend 0.096 $10.24 $0.99 03/31/2006 Dividend 0.108 $10.16 $1.10 04/3012006 Dividend 0.107 $10.14 $1.09 05/31/2006 Dividend 0.110 $10.10 $1.11 06/30/2006 Dividend 0.110 $10.08 $1.11 07/31/2006 Dividend 0.113 $10.15 $1.15 08/31/2006 Dividend 0.114 $10.24 $1.17 09/30/2006 Dividend 0.111 $10.28 $1.14 10/31/2006 Dividend 0.116 $10.30 $1.19 11/30/2006 Dividend 0.114 $10.35 $1.18 12I01/2006 Dividend 0.036 $10.36 $0.37 12/29/2006 Dividend 0.121 $10.26 $1.24 01/31/2007 Dividend 0.122 $1023 $1.24 02/2812007 Dividend 0.110 $10.33 $1.14 03/3012007 Dividend 0.124 $10.30 $1.27 04130/2007 Dividend 0.125 $10.31 $1.29 05/31/2007 Dividend 0.125 $10.21 $1.28 06/29/2007 Dividend 0.125 $10.14 $1.27 07131/2007 Dividend 0.129 $10.15 $1.31 08/31/2007 Dividend 0.132 $10.12 $1.33 09128/2007 Dividend 0.130 $10.16 $1.32 10/31/2007 Dividend 0.130 $10.12 $1.32 11/30/2007 Dividend 0.124 $10.19 $1.27 12/31/2007 Dividend 0207 $10.15 $2.10 01/31/2008 Dividend 0.128 $10.24 $1.31 02/29/2008 Dividend 0.114 $10.23 $1.17 03/31/2008 Dividend 0.121 $10.11 $1.22 04/30/2008 Dividend 0.114 $10.02 $1.14 05/12/2008 Withdrawal -33.252 $10.05 -334.18 05/12/2008 Realized G/L $1.55 0001 MN000001 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 7 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvne Shares Price Amount 05/12/2008 Dividend 0.046 $10.05 $0.46 Fid Magellan 05/02/2003 Dividend 0.003 $83.93 $0.31 12/05/2003 Dividend 0.010 $93.08 $1.00 05/07/2004 Dividend 0.004 $96.48 $0.36 12/03/2004 Dividend 0.017 $10225 $1.78 05/06/2005 Dividend 0.005 $99.98 , $0.49 12/02/2005 Dividend 0.062 $106.31 $6.49 05/05/2006 Dividend 0.429 $94.69 $40.62 12/01l2006 Dividend 0.070 $89.49 $6.29 05/04l2007 Dividend 0.133 $92.19 $12.23 12/07/2007 Dividend 0.176 $95.25 $16.76 05/02/2008 Dividend 0.088 $86.42 $7.54 05/12/2008 Withdrawal -2.713 $86.65 -235.08 05/12/2008 Realized G/L -90.41 Fid Puritan 03/07J2003 Dividend 0.098 $15.09 $1.48 06/06/2003 Dividend 0.079 $17.17 $1.35 09/05/2003 Dividend 0.237 $17.16 $4.08 12/12/2003 Dividend 0.186 $17.88 $3.32 03/05/2004 Dividend 0.081 $19.09 $1.55 06/18/2004 Dividend 0.083 $18.57 $1.55 09/0312004 Dividend 0.453 $18.13 $8.22 10/08/2004 Dividend 0.088 $18.20 $1.61 12/10/2004 Dividend 0.206 $18.61 $3.83 04/01/2005 Dividend 0.080 $18.52 $1.49 07/01/2005 Dividend 0.096 $18.71 $1.80 09/09/2005 Dividend 0.384 $18.84 $7.25 10/07/2005 Dividend 0.111 $18.26 $2.02 12109/2005 Dividend 0.209 $18.72 $3.90 04/0712006 Dividend 0.107 $19.21 $2.05 07/07/2006 Dividend 0.125 $19.06 $2.39 09/08/2006 Dividend 0.488 $19.06 $9.30 10/06/2006 Dividend 0.128 $19.45 $2.48 12/08/2006 Dividend 0.361 $19.80 $7.16 04/04/2007 Dividend 0.117 $20.26 $2.38 07/06/2007 Dividend 0.114 $21.08 $2.40 10/05/2007 Dividend 1.003 $20.29 $20.35 12/2112007 Dividend 0.708 $19.06 $13.50 04/04/2008 Dividend 0.127 $17.92 $2.28 05/12/2008 Withdrawal -19.087 $18.33 -349.86 05/12/2008 Realized G/L -12.48 Fid Ret Govt MM 01/31/2003 Dividend 0.210 $1.00 $0.21 02l28/2003 Dividend 0.170 $1,00 $0.17 03/31/2003 Dividend 0.190 $1.00 $0.19 ~i 04(30/2003 Dividend 0.180 $1.00 $0.18 05/31/2003 Dividend 0.190 $1.00 $0.19 II 06/30/2003 Dividend 0.170 $1.00 $0.17 ~I 07l31/2003 Dividend 0.160 $1.00 $0.16 , 08/31/2003 Dividend 0.150 $1.00 $0.15 I 09/30/2003 Dividend 0.150 $1.00 $0.15 i 10l31/2003 Dividend 0.150 $1.00 $0.15 ~ 11/30/2003 Dividend 0.140 $1.00 $0.14 I 12/31/2003 Dividend 0.150 $1.00 $0.15 I 01/31/2004 Dividend 0.150 $1.00 $0.15 ' 02/29/2004 Dividend 0.140 $1.00 $0.14 ' 03/31/2004 Dividend 0.150 $1.00 $0.15 ' 04/30/2004 Dividend 0.140 $1.00 $0.14 I 05/31l2004 Dividend 0.150 $1.00 $0.15 ' 0001 MN000001 0001 20110826 MN313 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 8 of 17 I MSH (PSU) 401K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amount 06/30/2004 Dividend 0.160 $1.00 $0.16 07/31/2004 Dividend 0.200 $1.00 $0.20 08/31/2004 Dividend 0.230 $1.00 $0.23 09/30/2004 Dividend 0.240 $1.00 $0.24 10l31/2004 Dividend 0.290 $1.00 $0.29 11/30/2004 Dividend 0.310 $1.00 $0.31 12/31/2004 Dividend 0.360 $1.00 $0.36 01/31/2005 Dividend 0.400 $1.00 $0.40 02128/2005 Dividend 0.380 $1.00 $0.38 03/31/2005 Dividend 0.470 $1.00 $0.47 04/30/2005 Dividend 0.490 $1.00 $0.49 05/31/2005 Dividend 0.550 $1.00 $0.55 06/30/2005 Dividend 0.550 $1.00 $0.55 07/31/2005 Dividend 0.620 $1.00 $0.62 08/31/2005 Dividend 0.660 $1.00 $0.66 09/30/2005 Dividend 0.670 $1.00 $0.67 10/31/2005 Dividend 0.740 $1.00 $0.74 11130/2005 Dividend 0.740 $1.00 $0.74 12/31/2005 Dividend 0.830 $1.00 $0.83 01/31/2006 Dividend 0.860 $1.00 $0.86 02l28l2006 Dividend 0.800 $1.00 $0.80 03/31/2006 Dividend 0.920 $1.00 $0.92 04/30/2006 Dividend 0.930 $1.00 $0.93 05l31/2006 Dividend 1.000 $1.00 $1.00 06/30/2006 Dividend 0.980 $1.00 $0.98 07/31/2006 Dividend 1.080 $1.00 $1.08 08/31/2006 Dividend 1.090 $1.00 $1.09 09/30/2006 Dividend 1.060 $1.00 $1.06 10131/2006 Dividend 1.110 $1.00 $1.11 11/30/2006 Dividend 1.070 $1.00 $1.07 12l29l2006 Dividend 1.120 $1.00 $1.12 01l31/2007 Dividend 1.110 $1.00 $1.11 02/28/2007 Dividend 1.000 $1.00 $1.00 03/30/2007 Dividend 1.130 $1.00 $1.13 04/30/2007 Dividend 1.090 $1.00 $1.09 05/31/2007 Dividend 1.130 $1.00 $1.13 06/29/2007 Dividend 1.110 $1.00 $1.11 07/31/2007 Dividend 1.150 $1.00 $1.15 08131/2007 Dividend 1.150 $1.00 $1.15 09/28/2007 Dividend 1.090 $1.00 $1.09 10/31/2007 Dividend. 1.090 $1.00 $1.09 11130/2007 Dividend 1.020 $1.00 $1.02 12131/2007 Dividend 1.040 $1.00 $1.04 I 01l3112008 Dividend 0.980 $1.00 $0.98 02/29/2008 Dividend 0.770 $1.00 $0.77 i, 03/31/2008 Dividend 0.700 $1.00 $0.70 j 04/30/2008 Dividend 0.550 $1.00 $0.55 i 05/12l2008 Withdrawal -282.250 $1.00 -282.25 I 05/12/2008 Dividend 0.200 $1.00 $0.20 , Basic Contributions IFid Intermed Bond 01I31/2003 Dividend 0.356 $10.71 $3.81 ' 07128/2003 Dividend 0.312 $10.83 $3.38 03l31/2003 Dividend 0.340 $10.81 $3.67 04/30/2003 Dividend 0.318 $10.87 $3.46 05/3112003 Dividend 0.319 $11.05 $3.53 06/06/2003 Dividend 1.241 $10.94 $13.57 06/30/2003 Qividend 0.327 $10.89 $3.56 07/31/2003 Dividend 0.332 $10.55 $3.51 0001 MN000001 0001 20110826 MN3B Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 9 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transacfion Fund Trade Dafe Transaction Tvae Shares Price Amounf 08/31/2003 Dividend 0.320 $10.55 $3.38 09/30/2003 Dividend 0.290 $10.78 $3.13 10/31/2003 Dividend 0303 $10.67 $3.23 11/30/2003 Dividend 0.307 $10.66 $3.28 12/05/2003 Dividend 0.707 $10.65 $7.53 12131/2003 Dividend 0.331 $10.66 $3.53 01/31/2004 Dividend 0.329 $10.69 $3.52 02/29/2004 Dividend 0.303 $10.77 $3.27 03/31/2004 Dividend 0.325 $10.82 $3.51 04/30/2004 Dividend 0.323 $10.54 $3.41 05/31/2004 Dividend 0.313 $10.46 $3.27 06l04/2004 Dividend 0.907 $10.33 $9.37 06/30/2004 Dividend 0.322 $10.38 $3.34 07/31/2004 Dividend 0.327 $10.44 $3.42 08/31/2004 Dividend 0.320 $10.58 $3.39 09/30/2004 Dividend 0.320 $10.57 $3.39 10/31/2004 Dividend 0.325 $10.61 $3.45 11/30/2004 Dividend 0.316 $10.50 $3.32 12/03/2004 Dividend 0.215 $10.52 $2.26 12/31/2004 Dividend 0.321 $10.52 $3.38 01/31/2005 Dividend 0.324 $10.51 $3.41 02/28/2005 Dividend 0.307 $10.43 $3.20 03/31/2005 Dividend 0.348 $10.35 $3.60 04/30/2005 Dividend 0.341 $10.43 $3.55 05/31/2005 Dividend 0.347 $10.48 $3.64 06/03/2005 Dividend 0.109 $10.49 $1.15 06/30/2005 Dividend 0.362 $10.48 $3.79 07/31/2005 Dividend 0.379 $10.37 $3.93 08/31/2005 Dividend 0.384 $10.45 $4.01 09/30/2005 Dividend 0.376 $10.34 $3.88 10/31/2005 Dividend 0.396 $10.26 $4.07 11/30/2005 Dividend 0.389 $1027 $4.00 12/31/2005 Dividend 0.510 $10.29 $5.25 01/31/2006 Dividend 0.403 $10,26 $4.14 02/28/2006 Dividend 0.382 $10.24 $3.91 03/31/2006 Dividend 0.430 $10.16 $4.37 04/30/2006 Dividend 0.425 $10.14 $4.31 05/31/2006 Dividend 0.436 $10.10 $4.41 06l30/2006 Dividend 0.436 $10.08 $4.39 07(31/2006 Dividend 0.452 $10.15 $4.58 08/31/2006 Dividend 0.454 $10.24 $4.65 09/30l2006 Dividend 0.440 $10.28 $4.52 10/31/2006 Dividend 0.456 $10.30 $4.70 11/30/2006 Dividend 0.454 $10.35 $4.70 12/01/2006 Dividend 0.143 $10.36 $1.48 12/29/2006 Dividend 0.478 $10.26 $4.91 01/05/2007 Src Roll Out -123.615 $10.28 -1,250.91 01/05/2007 Dividend 0.107 $10.28 $1.10 Fid Magellan 05/02/2003 Dividend 0.017 $83.93 $1.42 12/05/2003 Dividend 0.050 $93.08 $4.59 05/07/2004 Dividend 0.017 $96.48 $1.67 12l03/2004 Qividend 0.081 $102.25 $8.22 05106l2005 Dividend 0.023 $99.98 $2.26 12/02/2005 Dividend 0.281 $106.31 $29.89 05/05/2006 Dividend 1.974 $94.69 $186.93 12/01/2006 Dividend 0.323 $89.49 $28.93 01/05/2007 Src Roll Out -10.657 $88.90 -1,210.27 Fid Puritan 03/07/2003 Dividend 0.397 $15.09 $5.99 0001 MN000001 0001 20110826 MN3B Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 10 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05J12/2008 Your Transaction Detail (continued) Transaction Fund - Trade Date Transaction Tvpe Shares Price Amount 06/06/2003 Dividend 0.320 $17.17 $5.49 09/05/2003 Dividend 0.965 $17.16 $16.56 12/12/2003 Dividend 0.754 $17.88 $13.48 03/05/2004 Dividend 0.328 $19.09 $6.26 06118/2004 Dividend 0.340 $18.57 $6.30 09/03/2004 Dividend 1.842 $18.13 $33.39 10/08/2004 Dividend 0.360 $18.20 $6.54 12/10l2004 Dividend 0.835 $18.61 $15.54 04/01/2005 Dividend 0.327 $18.52 $6.06 07/01/2005 Dividend 0.391 $18.71 $7.31 09/09/2005 Dividend 1.563 $18.84 $29.44 10/07/2005 Dividend 0.447 $18.26 $8.17 12/09/2005 Dividend 0.846 $18.72 $15.84 04/07/2006 Dividend 0.434 $19.21 $8.35 07/07/2006 Dividend 0.508 $19.06 $9.69 09/08/2006 Dividend 1.981 $19.06 $37.77 10/06/2006 Dividend 0.517 $19.45 $10.06 12/08/2006 Dividend 1.469 $19.80 $29.08 01/05/2007 Src Roll Out -69.090 $19.86 -1,287.79 , Fid Ret Govt MM 01/31/2003 Dividend 0.860 $1.00 $0.86 ~ 02/2812003 Dividend 0.720 $1.00 $0.72 I 03/31/2003 Dividend 0.780 $1.00 $0.78 I 04/30/2003 Dividend 0.740 $1.00 $0.74 i 05/31l2003 Dividend 0.750 $1.00 $0.75 06/30/2003 Dividend 0.670 $1.00 $0.67 07/31/2003 Dividend 0.620 $1.00 $0.62 08/31/2003 Dividend 0.610 $1.00 $0.61 09/30/2003 Dividend 0.570 $1.00 $0.57 10/31/2003 Dividend 0.600 $1.00 $0.60 11/30/2003 Dividend 0.570 $1.00 $0.57 12/31/2003 Dividend 0.610 $1.00 $0.61 01/31/2004 Dividend 0.620 $1.00 $0.62 02/29/2004 Dividend 0.550 $1.00 $0.55 03/31/2004 Dividend 0.600 $1.00 $0,60 04/30/2004 Dividend 0.570 $1.00 $0.57 05/31/2004 Dividend 0.610 $1.00 $0.61 06/3012004 Dividend 0.610 $1.00 $0.61 07/3112004 Dividend 0.800 $1.00 $0.80 08/31/2004 Dividend 0.900 $1.00 $0 .90 09/30/2004 Dividend 0.980 $1.00 $0.98 10/31/2004 Dividend 1.180 $1.00 $1.18 11/30/2004 Dividend 1240 $1.00 $1.24 12/31/2004 Dividend 1.460 $1.00 $1.46 01/31/2005 Dividend 1.580 $1.00 $1.58 02/28/2005 Dividend 1.560 $1.00 $1.56 03/31/2005 Dividend 1.900 $1.00 $1.90 04/30/2005 Dividend 1.990 $1.00 $1.99 05131/2005 Dividend 2.250 $1.00 $2.25 06/30/2005 Dividend 2.250 $1.00 $2.25 07/31/2005 Dividend 2.500 $1.00 $2.50 08/31/2005 Dividend 2.660 $1.00 $2.66 09/30/2005 Dividend 2.730 $1.00 $2.73 10/31/2005 Dividend 2.990 $1.00 $2.99 11/30/2005 Dividend 3.030 $1.00 $3.03 12/31/2005 Dividend 3.340 $1.00 $3.34 01/31/2006 Dividend 3.460 $1.00 $3.46 02%28/2006 Dividend 3.230 $1.00 $3.23 03/3112006 Dividend 3.740 $1.00 $3.74 04/30/2006 Dividend 3.790 $1.00 $3.79 0001 MN000001 0001 20110826 MN313 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 11 of 17 MSH (PSU) 401K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amount " 05/31/2006 Dividend 4.030 $1.00 $4.03 06/30/2006 Dividend 4.000 $1.00 $4.00 07/31/2006 Dividend 4.360 $1.00 $4.36 08/31/2006 Dividend 4.410 $1.00 $4.41 09/30/2006 Dividend 4.290 $1.00 $4.29 10/31/2006 Dividend 4.480 $1.00 $4.48 11/3012006 Dividend 4.330 $1.00 $4.33 12/29/2006 Dividend 4.510 $1.00 $4.51 01/05/2007 Src Roll Out -1,076.060 $1.00 -1,076.06 01/05/2007 Dividend 1.020 $1.00 $1.02 Prior Plan Employer 401 k Fid Intermed Bond 01/31/2003 Dividend 1.297 $10.71 $13.89 02/28/2003 Dividend 1.140 $10.83 $12.35 03/31/2003 Dividend 1.240 $10.81 $13.41 04/30/2003 Dividend 1.163 $10.87 $12.64 05/31/2003 Dividend 1.167 $11.05 $12.89 06/06/2003 Dividend 4.530 $10.94 $49.56 06/30/2003 Dividend 1.190 $10.89 $12.96 07/3112003 Dividend 1215 $10.55 $12.82 08/31/2003 Dividend 1.169 $10.55 $12.33 09/30/2003 Dividend 1.060 $10.78 $11.43 10/31/2003 Dividend 1.106 $10.67 $11.80 11/30l2003 Dividend 1.124 $10.66 $11.98 12/0512003 Dividend 2.581 $10.65 $27.48 12/31/2003 Dividend 1.211 $10.66 $12.91 01/31/2004 Dividend 1.201 $10.69 $12.84 02/29/2004 Dividend 1.109 $10.77 $11.94 03/31/2004 Dividend 1.181 $10.82 $12.78 04/30/2004 Dividend 1.181 $10.54 $12.45 05/31/2004 Dividend 1.142 $10.46 $11.94 06/04/2004 Dividend 3.309 $10.33 $34.18 06/30/2004 Dividend 1.175 $10.38 $12.20 07/31/2004 Dividend 1.196 $10_44 $12.48 08/31/2004 Dividend 1.168 $10.58 $12.36 09130/2004 Dividend 1.172 $10.57 $12.38 10/31/2004 Dividend 1.188 $10.61 $12.61 11/30/2004 Dividend 1.156 $10.50 $12.14 12/03/2004 Dividend 0.784 $10.52 $8.25 12/31/2004 Dividend 1.173 $10.52 $12.34 01/31/2005 Dividend 1.186 $10.51 $12.46 02/28/2005 Dividend 1.123 $10.43 $11.71 03/31/2005 Dividend 1.269 $10.35 $13,14 04/30/2005 Dividend 1.241 $10.43 $12.95 05/31/2005 Dividend 1.270 $10.48 $13.31 06/03/2005 Dividend 0.402 $10.49 $4.21 06/30/2005 Dividend 1.317 $10.48 $13.81 07/31/2005 Dividend 1.383 $10.37 $14.34 08/31/2005 Dividend 1.399 $10.45 $14.62 09/30/2005 Dividend 1.371 $10.34 $14.18 10/31/2005 Dividend 1.447 $10.26 $14.84 11/30/2005 Dividend 1.423 $10.27 $14.61 12/31/2005 Dividend 1.863 $10.29 $19.17 01/31/2006 Dividend 1.472 $10.26 $15.10 02/28/2006 Dividend 1.394 $10.24 $14.27 03/31/2006 Dividend 1.568 $10.16 $15.93 04/30/2006 Dividend 1.552 $10.14 $15.74 05/31/2006 Dividend 1.593 $10.10 $16.09 06/30/2006 Dividend 1.590 $10.08 $16.03 0001 MN000001 0001 20110826 MN3B Fidelity Investments, P.O. Box 770002, C;incinnati, OH 45277-0090 Page 12 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01I2003 to 05/12/2008 Your Transaction Detail (continued) Transacfion Fund Trade Date Transaction Tvpe Shares Price Amount O7l31/2006 Dividend 1.644 $10.15 $16.69 08/31l2006 Dividend 1.657 $10.24 $16.97 09/30/2006 Dividend 1.604 $1028 $16.49 10J31/2006 Dividend 1.668 $10.30 $17.18 11/30l2006 Dividend 1.655 $10.35 $17.13 12/01/2006 Dividend 0.519 $10.36 $5.38 12/29/2006 Dividend 1.747 $10.26 $17.92 01/31/2007 Dividend 1.748 $10.23 $17.89 02/28/2007 Dividend 1.605 $10.33 $16.58 03/30/2007 Dividend 1.780 $10.30 $18.34 04/30/2007 Dividend 1.803 $10.31 $18.59 05131/2007 Dividend 1.814 $10.21 $18.52 06/29/2007 Dividend 1.819 $10.14 $18.44 07/31/2007 Dividend 1.872 $10.15 $19.00 08/31/2007 Dividend 1.909 $10.12 $19.32 09/28/2007 Dividend 1.869 $10.16 $18.99 10/31l2007 Dividend 1.889 $10.12 $19.11 11/30/2007 Dividend 1.812 $10.19 $18.46 12/31/2007 Dividend 2.995 $10.15 $30.40 01/31/2008 Dividend 1.855 $10.24 $19.00 02/29/2008 Dividend 1.653 $10.23 $16.91 03/3112008 Dividend 1.757 $10.11 $17.76 04/30/2008 Dividend 1.660 $10.02 $16.63 05/12/2008 Withdrawal -481.349 $10.05 -4,837.55 05112/2008 Realized G/L -221.10 05112/2008 Dividend 0.665 $10.05 $6.68 Fid Magellan 05/02/2003 Dividend 0.065 $83.93 $5.45 12/05/2003 Dividend 0.189 $93.08 $17.60 05/07/2004 Dividend 0.067 $96.48 $6.42 12/03/2004 Dividend 0.308 $10225 $31.53 05/06/2005 Dividend 0.086 $99.98 $8.66 12/02/2005 Dividend 1.079 $106.31 $114.72 05105l2006 Dividend 7.576 $94.69 $717.40 12/01/2006 Dividend 1.241 $89.49 $111.05 05/04/2007 Dividend 2.343 $92.19 $215.96 12/07/2007 Dividend 3.105 $95.25 $295.78 05/02/2008 Dividend 1.539 $86.42 $133.02 05/12/2008 Withdrawal -47.888 $86.65 -4,149.50 05/12/2008 Realized G/L -80.43 Fid Puritan 03/07/2003 Dividend 1.467 $15.09 $22.13 06/06/2003 Dividend 1.180 $17.17 $20.26 09/05/2003 Dividend 3.563 $17.16 $61.13 12/12/2003 Dividend 2.783 $17.88 $49.76 03/05/2004 Dividend 1210 $19.09 $23.11 O6/18/2004 Dividend 1252 $18.57 $23.25 09103/2004 Dividend 6.801 $18.13 $123.31 10/O8/2004 Dividend 1.326 $18.20 $24.13 12/10/2004 Dividend 3.083 $18.61 $57.39 04/01/2005 Dividend 1209 $18.52 $22.38 07l01/2005 Dividend 1.443 $18.71 $27.00 09/09/2005 Dividend 5.770 $18.84 $108.70 10/07/2005 Dividend 1.653 $18.26 $30.19 12/09/2005 Dividend 3.123 $18.72 $58.47 04/07/2006 Dividend 1.604 $19.21 $30.81 07/07l2006 Dividend 1.878 $19.06 $35.79 09/08/2006 Dividend 7.319 $19.06 $139.49 10/06/2006 Dividend 1.911 $19.45 $37.17 12/O8/2006 Dividend 5.423 $19.80 $107.38 0001 MN000001 0001 20110826 MN313 Fidelity investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 13 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvpe Shares Price Amount 04/04/2007 Dividend 1.763 $20.26 $35.72 07/06l2007 Dividend 1.706 $21.08 $35.96 10/05/2007 Dividend 15.040 $20.29 $305.17 12/21/2007 Dividend 10.625 $19.06 $202.51 04/04/2008 Dividend 1.903 $17.92 $34.11 05/12/2008 Withdrawal -286.181 $18.33 -5,245.70 05/12/2008 Realized G/L $358.67 Fid Ret Govt MM 01/31/2003 Dividend 3.070 $1.00 $3.07 ~ 02l28/2003 Dividend 2.540 $1.00 $2.54 03l31/2003 Dividend 2790 $1.00 $2.79 ' 04/30/2003 Dividend 2.630 $1.00 $2.63 05/31/2003 Dividend 2.710 $1.00 $2.71 06l30/2003 Dividend 2.410 $1.00 $2.41 07/31/2003 Dividend 2.230 $1.00 $2.23 08/31/2003 Dividend 2.160 $1.00 $2.16 09/30/2003 Dividend 2.060 $1.00 $2.06 10/31/2003 Dividend 2.140 $1.00 $2.14 11/30/2003 Dividend 2.050 $1.00 $2.05 12/31/2003 Dividend 2.190 $1.00 $2.19 01/31/2004 Dividend 2.200 $1.00 $2.20 02/29/2004 Dividend 1.990 $1.00 $1.99 03/31/2004 Dividend 2.150 $1.00 $2.15 04/30/2004 Dividend 2.020 $1.00 $2.02 05/31l2004 Dividend 2.190 $1.00 $2.19 06/30/2004 Dividend 2_190 $1.00 $2.19 07/31/2004 Dividend 2.850 $1.00 $2.85 08/31l2004 Dividend 3.220 $1.00 $3.22 09/30/2004 Dividend 3.520 $1.00 $3.52 10/31/2004 Dividend 4.200 $1.00 $4.20 11/30/2004 Dividend 4.430 $1.00 $4.43 12/31/2004 Dividend 5.240 $1.00 $5.24 01l31/2005 Dividend 5,680 $1.00 $5.68 02l28/2005 Dividend 5.550 $1.00 $5.55 03/31/2005 Dividend 6.790 $1.00 $6.79 04/30/2005 Dividend 7.100 $1.00 $7.10 05/31/2005 Dividend 8.050 $1.00 $8.05 06/3012005 Dividend 8.040 $1.00 $8.04 07/31/2005 Dividend 8.940 $1.00 $8.94 08/31/2005 Dividend 9.500 $1.00 $9.50 09/30/2005 Dividend 9.750 $1.00 $9.75 10/31/2005 Dividend 10.710 $1.00 $10.71 11l30/2005 Dividend 10.820 $1.00 $10.82 12/31/2005 Dividend 11.930 $1.00 $11.93 01/31/2006 Dividend 12.390 $1.00 $12.39 02/28/2006 Dividend 11.570 $1.00 $11.57 03/31/2006 Dividend 13.360 $1.00 $13.36 04/30/2006 Dividend 13.520 $1.00 $13.52 05/31/2006 Dividend 14.430 $1.00 $14.43 06/30/2006 Dividend 14.280 $1.00 $14.28 07/31/2006 Dividend 15.610 $1.00 $15.61 08/31/2006 Dividend 15.760 $1.00 $15.76 09/30/2006 Dividend 15.340 $1.00 $15.34 10l31/2006 Dividend 16.010 $1.00 $16.01 1113012006 Dividend 15.500 $1.00 $15.50 12/29/2006 Dividend 16.120 $1.00 $16.12 01/31/2007 Dividend 16.160 $1.00 $16.16 02/28/2007 Dividend 14.560 $1.00 $14.56 03/30/2007 Dividend 16.350 $1.00 $16.35 04/30/2007 Dividend 15.820 $1.00 $15.82 0001 MN000001 0001 20110826 MN38 Fidelity investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 14 of 17 MSH (PSU) 401 K Pl_AN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Dafe Transaction Tvpe Shares Price Amount 05/31/2007 Dividend 16.390 $1.00 $16.39 06/29/2007 Dividend 15.950 $1.00 $15.95 07/31/2007 Dividend 16.560 $1.00 $16.56 08/31/2007 Dividend 16.630 $1.00 $16.63 09/28/2007 Dividend 15.740 $1,00 $15.74 10/31/2007 Oividend 15.750 $1.00 $15.75 11/30/2007 Dividend 14.740 $1.00 $14.74 12/31/2007 Dividend 14.940 $1.00 $14.94 01/31/2008 Dividend 14.170 $1.00 $14.17 02/29/2008 Dividend 11.220 $1.00 $11.22 03/31/2008 Dividend 10.120 $1.00 $10.12 04/30/2008 Dividend 7.930 $1.00 $7.93 05/12/2008 Withdrawal -4,078.870 $1.00 -4,078.87 05/12/2008 Dividend 2.860 $1.00 $2.86 i I Prior Basic Contrib Fid Intermed Bond 01/05/2007 Src Roll In 123.615 $1028 $1,250.91 ' 01/31/2007 Dividend 0.373 $10.23 $3.81 ~i 02/28/2007 Dividend 0.440 $10.33 $4.54 ~ 03/30/2007 Dividend 0.488 $10.30 $5.02 j 04/30/2007 Dividend 0.494 $10.31 $5.09 i~ 05/31/2007 Dividend 0.497 $1021 $5.07 ~I 06l29/2007 Dividend 0.499 $10.14 $5.06 07131/2007 Dividend 0.512 $10.15 $5.20 ' 08/31/2007 Dividend 0.522 $10.12 $5.29 ' 09/28/2007 Dividend 0.513 $10.16 $521 10/31/2007 Dividend 0.517 $10.12 $5.24 11/30/2007 Dividend 0.496 $10.19 $5.06 12/31/2007 Dividend 0.821 $10.15 $8.33 01/31/2008 Dividend 0.508 $1024 $5.20 02/29/2008 Dividend 0.453 $1023 $4.63 03/31/2008 Dividend 0.480 $10.11 $4.86 04/30/2008 Dividend 0.454 $10.02 $4.55 05/12/2008 Withdrawal -131.864 $10.05 -1,325.23 05/12/2008 Realized G/L -9.67 05/12/2008 Dividend 0.182 $10.05 $1.83 Fid Magellan 01/05/2007 Src Roll In 10.657 $88.90 $1,210.27 05l04/2007 Dividend 0.610 $92.19 $56.27 1 Zl07/2007 Dividend 0.809 $9525 $77.07 0 5/0 212 0 0 8 Dividend 0.401 $86.42 $34.66 05/12/2008 Withdrawal -12.477 $86.65 -1,081.13 05/12l2008 Realized G/L -297.14 Fid Puritan 01l05/2007 Src Roll In 69.090 $19.86 $1,287.79 04/04/2007 Dividend 0.477 $20.26 $9.67 07/06/2007 Dividend 0.462 $21.08 $9.74 10/05/2007 Dividend 4.073 $20.29 $82.63 12/21/2007 Dividend 2.877 $19.06 $54.83 04/04/2008 Dividend 0.516 $17.92 $9.24 05l12/2008 Withdrawal -77.495 $18.33 -1,420.48 05/12/2008 Realized G/L -33.42 Fid Ret Govt MM 01/05/2007 Src Roll In 1,076.060 $1.00 $1,076.06 01l31/2007 Dividend 3.500 $1.00 $3.50 02l28/2007 Dividend 4.080 $1.00 $4.08 03/30/2007 Dividend 4.580 $1.00 $4.58 04/30/2007 Dividend 4.420 $1.00 $4.42 05/31/2007 Dividend 4.580 $1.00 $4.58 0001 MN000001 0001 20110826 MN36 Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 15 of 17 'I MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Transaction Detail (continued) Transaction Fund Trade Date Transaction Tvne Shares Price Amount 06/29/2007 Dividend 4.470 $1.00 $4.47 07/31/2007 Dividend 4.640 $1.00 $4.64 08/31/2007 Dividend 4.660 $1.00 $4.66 09/28/2007 Dividend 4.400 $1.00 $4.40 10/31/2007 Dividend 4.400 $1.00 $4.40 11/30/2007 Dividend 4.130 $1.00 $4.13 12/31/2007 Dividend 4.180 $1.00 $4.18 01/31l2008 Dividend 3.970 $1.00 $3.97 ' 02/29/2008 Dividend 3.130 $1.00 $3.13 03/31/2008 Dividend 2.830 $1.00 $2.83 04/30/2008 Dividend 2.220 $1.00 $2.22 05/12/2008 Withdrawal -1,141.050 $1.00 -1,141.05 05112/2008 Dividend 0.800 $1.00 $0.80 I I A Message from Your Plan Sponsor Your statement. At your convenience. Stafement-On-Demand from Fidelity Investments is a convenient, new service that provides on line access to your account statements via NetBenefits virtually anytime. Statements are available for up to the previous 24 month time period. Statement-On-Demand offers you a choice on how you would like to receive your statements - on line or at home via USPS mail. Electronic delivery requests will require an email address. Sirnply log on to www.fidelity.com/atwork, to access this new feature today. A Message from Fidelity Investments Fidelity ViewpointsSM - Workplace Editian: is an electronic publication, offering a variety of articles to help you manage the money in your workplace savings plans and make informed decisions regarding your otherfinancial goals. Current issue now available: Visit www.mysavingsatwork.com/viewpoints-statement To access performance information on the investment options available in your Plan - log onto www.netbenefits.com or call your plan's toll-free number. Before investing in any mutual fund please carefully consider the investment objectives, risks, charges and expenses. For this and other information, call or write Fideliiy for a free prospectus. Read it carefully before you invest. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island 02917. 459279, 531246.4.0 Investment Fee Information Fidelity Low-Priced Stock Fund assesses a short-term trading fee of 1.50% for shares held less than 90 days. Fidelity Mid-Cap Stock fund assesses a short-term trading fee of 0.75% for shares held less than 30 days. Fidelity Overseas Fund assesses a short-term trading fee of 1.00% for shares held less than 30 days. 0001 MN000001 0001 20110826 MN3B Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 Page 16 of 17 MSH (PSU) 401 K PLAN Statement Period: 01/01/2003 to 05/12/2008 Your Statement Glossary Average Annua! Tota/ Return The average annual retum of your investment is calculated by using a change in share price pius dividends and interest and dividing by the appropriate number of years. Please note that these numbers reflect past performance only and assume the reinvestment of all dividends ' and interest. Your individual pertormance may not match these numbers exactly depending on the timing of your investment. Change in Account Value The appreciation or depreciation of your holding due to price changes in the funds in which you are invested, plus any dividends and interest I earned during the statement period. !i Contribution Contributions are investments made to your retirement plan either through salary reduction or by your employer during the current statement period. Contributions not received before the end of the reporting period will be reflecied on your next statement. Dividends and lnteresf A distribution of income from your fund(s) that is a result of a distribution of earnings from its underlying investments. This amount is automatically reinvested into your account. Exchange Moving shares from one investment to another by selling shares and using the proceeds to buy shares of another investment. Account Value The dollar value of the investments in your account on a specific day. You can calculate your market value by using the following formula: Market value = Number of shares in your account x Price per share of the fund. Price The value of one share of each investment in your account is the share price. It is determined by taking the total value of the whole mutual fund on a given day, subtracting expensss and dividing the result by the number of shares outstanding. Shares Your units of ownership af each investment in your account. Some special information about other sections that may appear in your account statement. Asset Allocation Market indices Your investments may be divided into three major asset classes: A market index can measure the general trends in the pertormance of Stocks, Bonds, and Short-Term investments. These asset classes certain types of securities. You can use these indices to compare the represent the different types of underlying seajrities that may be held pertormance (average annual return) of the funds in which you are in the mutual fund(s) you own. invested with the performance of the appropriate market index. Stocks Dow Jones lndustrial Average Stocks can add a growth component to your portfolio. They You can use this index to compare to the pertormance of some represent ownership or equity in a company. Stocks have the of your stock funds. This is a price-weighted average of 30 potential to outperform other types of investments over the actively traded blue chip stocks, primarily industrial stocks. long-term. However, stocks tend to have wider price fluctuations garClaus Gov/Cor Bond over short periods of time than other securities. Yo can use thi ndex to compare to the pertormance of some Bonds of your bond funds. It is an unmanaged total return index Bonds can add an income portion to your portfolio. They comprised of certain public obligations of the U.S. Treasury, represent a loan to a corporation or government agency, and U.S. Govemment agencies, quasi-federal agencies, corporate provide the opportunity for higher current income than short-term debt guaranteed by the U.S. govemment and public fixed rate, investments. Unlike short-term investments, however, bond and non-convertible invesUnent-grade domestic corporate debt. prices Fluctuate with changes in interest rates. Issues included in this index have at least one year io maturity. Short-Term Morgan Stanley EAFE Short-Term investments can add stability to your portfolio. They You can use this index to compare to the performance of some provide current income and seek to preserve the value of your of your international stock funds. It is an index of approximately investment. They also tend to provide the lowest retums over 1,040 companies representing the stock markets of Europe, the long-term. Examples of these investments include Australia, New Zealand and the Far East. certificates of deposits (CDs), Treasury Bills and Money Market instruments Standard and Poor's 500 . You can use this index to compare to the performance of some of your stock funds. It is an index of 500 stocks of large, established publicly traded firms. Because the index is c;apitalization weighted (the price of each stock is multiplied by the number of shares outstanding), companies with the greatest rnarket value have the greatest influence on the index. 0001 MN000001 0001 20110826 MN3B Fidelity Investments, P.O. Box 770002, C~ncinnati, OH 45277-0090 Page 17 of 17 I~ _._1 1 f ~ f B~ TIAA CREF Brenda Kennedy Individual Correspondent, NCC Counseling Services FINANCIAL SERVICES TIAA-CREF Individual & Institutional Services, LLC FOR THE GREATER GOOD• Member FINRA/SIPC Phone: (877) 535-3910 ext. 22-1158 Fax: (800) 914-8922 August 4, 2011 RECEIVED auG a ~ 2011 JOHNSON dUFFIE Law Offices Johnson Duffie I 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0 103 Attn: Melissa Peel Greevy To: Ms. Melissa Peel Greevy: I am writing in response to a subpoena received on Jul.X22nd regarding Mr. Terrance Edward Scott's TIAA-CREF annuities. TIAA-CREF provides the following information based upon our experience in administering subpoenas related to marital dissolution proceedings. I will begin with an overview of the contractual provisions of TIAA-CREF annuities. TIAA-CREF pension plan annuities are defined contribution retirement plans, distinct and separate from defined benefit plans. Mr. Wesley had the tollowir,g defined contribution pension plan contracts: TIAA-CREF Retirement Annuities (RA~~ and TIAA Transfer Pay- Out Annuity. The eligible pay out benefiis t; om these annuities are b:.sed upon the distribution options elected by the employer, alo;;:g with applicable Internal Revenue Codes. The payout options are contractual and cannot be modified. A request for the retirement plan documents must be submitted to the above namec' participant's employer andior f"ormer employer(s). The following are the benefic:aries listed on record, since the TPA contract expire 03/01/2011. Therefore, there are no beneficiary provisions. Primarv Beneficiarv l. Cecelia F. Stock Contingent Beneficiarv COPY T0: V 2. Joshua T. Stock 3. Whitney T. Stock CLIENT l~ WOlENCL 4. Tyne E(izabeth S±oc'r. El 1Y.fSa07,j, C,- 5, Blake F. Stock Sent DLfFf FIE, STEINART & tNEIDNER www.tiaa-cref.org 8500 Andrew Carnegie Blvd., Charlotte, NC 28262 The Participant has taken the following distributions during the timeframe specified in the subpoena. ~ross hdr~wa~ ntr~~C Nt~~be~ I~ist~rt6~utD0#~ Amou;t~t ; TIAA TPA ,1582 03/01/03 $10,036.54 03/01/04 $9,704.86 03/01/05 $9,473.12 03/01/06 $9,333.75 03/01/07 $9,333.75 03/04/08 $9,431.83 03/03/09 $9,430.23 03/02/10 $9,192.85 03/02/11 $9,193.76 Total Accumulation $85,130.69 *Only vested accumulations are eligibte to be divided via a Qualified Domestic Relations Order (QDRO). The participant had a TIAA Transfer Payout Annuity (TPA), which is listed above. The TPA systematically distributes the TIAA Traditional accumulat;ons that originated from a !_!~ntracts 2370 a.nd ~2377. The distribution occurs Retirement Annuity (R?~) 0 annually over a nine year time period. The destinations of the a;Znual payments (depending upon the employer plan rule,s) are to any of the TIAA-CkEF variable account(s), to an alternate investment carrier, or to the participant as cash. The TPA contract listed above has 0 payments remaining. Tf thc TPA accumulation value is to be divided with the alternate payee, the alternate payee will receive the same number of remaining payments as the original participant. The TIAA Traditional accumulations ori(Yinating from an RA or CrRA contract, or accumulations curr:,ntly in a TPA contract, are not available in a lump sum. Please note that the value of the TIAA-CREF variable accumulations will increase or decrease in the future depending upon the perforrnance of the investments in the respective variable portfolios. The TIAA Traditional accumulations will increase in the future as they are credited with additional premiums (if any) and interest earnings. TIAA-CREF requires a Qualified Domestic Relations Order (QDRO) to divide the annuity accumulations or payments between the participant and the alternate payee. For your reference, a sample QDRO is enclosed, which contains all of the provisions necessary for TIAA-CREF to accurately complete a division of the anreu;ties. if our sample Order is altered or additional ~erms are included, we strongly sugb(-st that you have us pre-approve the Order to prevent d:.lays in implementation. You~ retirern}z~r~f~or~ , ' ' '.`~~~~~~t~'~:~~~ ~~a Y -I~~ t E 4, 4 .-L i T • FINANCIAL SERVICES :FOR THE GREA7ER GO i Website OCtObeY I, 2003 - December 31, 2003 730 Third Avenue, New York, NY 10017-3206 ! www.tiaa-cref.org Automated 24-Hour PST34923847/ Information 800 842-2252 TERRANCE EDWARII STOCK Personal Assistance 10937 SW 86TH TER 800 842-2776 OCALA FL 34481-5385 M-F, 8am-I0pm ET Sat., 9am-6pm ET DUPLICATE COPY as requested portfolio sumrnary BEEMENEEMEN~ this quarter this year ' Beginning value as of: (09/30103) $61,489.81 (12131102) $68,506.92 Changes during the period: Contributions 0.00 0.00 - Distributions & rollovers 0.00 -10,036.54 TIAA mterest 968.02 3,987.45 Ending value: $62,457.83 $62,457.83 total value as of 12131l03: $62,457.83 your investrnent results & returns interest credited interest credited value as of this quarter this year 12/31/03 Guaranteed TIAA Traditional* $968.02 $3,987.45 $62,457.33 $968.02 $3,987.45 $62,457.83 total value as of 12/37/03 $62,457.83 For current interest rates, rates of total return and expense charges for all TIAA-CREF accounts as of 12/31/03, refer to the enclosed performance card. For the most current performance information, visit our website at www.tiaa-cref.org. * A guaranteed annuity backed by TIAA's claims-paying ability, TIAA Traditional guarantees your. " principal and a speci .fied interest rate, plus it offers the opportunity for additional amounts in excess of the specified rate. Illfl~llll~l~llllllllllllll~Il~INII(Illfllllllll{lIIIIIIIIlIIIIIIIIIIIIIIIIIEIIII I I ~ ( f~ ` i ~ ~ ~ ~ ,r , ~x ~ t" +l ~ l p V ti` l I Page 1 of 9 ~ PACIFICLIFE Variable Annuity Quarterly Statement P.O. Box 7187 • Pasadena, CA 91109-7187 Statement Period 10/01/2006 - 12/31/2006 Prepared For Your Registered Representative TERRANCE E STOCK WILLIAM D GULLBORG 10937 SW 86TH TER H BECK INC OCALA FL 34481-5385 3908 WASHINGTON RD MCMURRAY PA 15317-2538 (724) 731-0046 Customer Service 1-800-722-2333 Mon - Fri, 6 a.m. - 5 p.m. Pacific time Pacific Value Contract Informatinn Active Programs Contract Number __~1983 Lifetime Income Access Plus Owner TERRANCE E STOCK Phone/Electronic Authorization (All) Joint Owner none Electronic Delivery Annuitant TERRANCE E STOCK Portfolio Optimization Joint Annuitant none Plan Type IRA Issue Date 11/15/2005 Summary Values Year-to-Date Contract Summary Historical Contract Summary , Contract Value on 12/31/2005 $140,259.86 Current Value 12/31/2006 $157,104.21 ~ Total Payments $9,333.75 Last Quarter Value 09/30/2006 $150,609.91 Total Withdrawals $7,116.56 Value 12 Months Prior 12/31/2005 $140,259.86 ' Surrender Value on 12/3112006 $146,136.68 Total Payments Since 11115/2005 $142,331.11 Death Benefit on 12/31l2006 $157,104.21 Total Withdrawals Since 11/1512005 $7,116.56 Contract Value on 12/31/2006 $157,104.21 Investor Information You can obtain your contract value at any time by using one of the following methods: 1) Go to "My Account" on our Web site, 2) Call our Customer Service Specialists at (800) 722-2333 between 6:00 a.m. and 5:00 p.m. Pacific Time, or 3) Call our automated VRU (Voice Response Unit) at the same number, 24 hours a day, 7 days a week. To receive e-mail notification when statements, prospectus updates, annual reports, etc. are available, talk to your financial professional, who can help you complete and return the Telephone/Electronic Authorization form (1624-4A). You can also enroll on our Web site or call (800) 722-2333. The Fair Market Value of your contract, the December 31, 2006 balance, is provided to the IRS. If you made a contribution or completed a conversion, recharacterization or rollover in 2006, you will receive IRS Form 5498 from Pacific Life in June. Page 2 of 9 PACIFic LIFE Variable Annuity Quarterly Statement P.Q. Box 7187 • Pasadena, CA 91109-7187 Giossary of Terms Activity Type Describes the type of transaction Interest Rate Interest rate on a doliar amount in the fixed account, guaranteed interest option or a loan Additional Payment A payment made after the initial payment interest rate Administrative Fes Monthly charge for expenses associated with Loan Amount The amount borrowed against the contract administration of contracts and operation of variable accounts Loan Collateral Interest accrued on the balance of the loan Interest Credit account, which is transferred annually to the Advisor Fee A fee paid to an Advisor af the request of the investment options in accordance with your contract owner current allocation Annual Fee An annual fee deduction each contract Loan Payoff A payment applied to pay off the total anniversary to cover the costs of maintenance outstanding loan Annuitization Conversion to an annuitization payment Loan Payout Payment of loan amount to contract owner program Loan Repayment A payment to reduce your loan Contract Value The sum of your variable and fixed investment options and any loan account value Number of Units Total number of units purchased, redeemed, or remaining as the result of transactions Credit An amount added to the contract value at the Enhancement time a payment is applied and on the first Partial Withdrawal Partial amount withdrawn from the contract contract anniversary if applicable prior to the annuity date Date The effective date of the transaction Right to Cancel Requested contract cancellation within the (Free Look) Free Look period Death Benefit This hypothetical amount assumes the sole or youngest joint annuitant dies on the last day of RMD Payment Required Minimum Distribution payment the statement period. The actual amount may vary and will be based upon the death of the Scheduled A preauthorized scheduled withdrawal owner and/or annuitant. This value is for Withdrawal illustration purposes only. Refer to your , contract and prospectus for additional State Withholding Amount withheld for state tax based on the information contract owner's resident state Death Benefit Payment as part of a death payout Substantially Equal A preauthorized scheduled withdrawal as part Payment of a substantially equal payment program EEG Fee Fee charged for optional rider Transaction The gross dollar amount of a transaction GIA Fee Amount GMDB Fee GPA Fee Transfer Fee A fee assessed when the specified number of IAR Fee transfers allowed within the contract year is exceeded Federal Withholding Amount withheld for federal tax Unit Value The dollar value of each accumulation unit as Full Surrender A full withdrawal of the contract value of the close of business on the valuation date of a transaction Guaranteed Amount availabie if Guaranteed Protection Protection Advantage Rider remains in effect for entire Withdrawal Charge Charge that may be applied to amounts term and no withdrawals are taken. Does not withdrawn from the contract prior to the annuity reflect amounts allocated to the GIO funds date Initial Payment The first payment made Withdrawal Fee A fee assessed when the specified number of withdrawals allowed within the contract year is exceeded Page 3 of 9 ziL PACIFIc LIFE Variable Annuity Quarterly Statement P.Q. Aox 7187 - Pasadena, CA 91109-7187 Statement Period 10/01/2006 - 12/31/2006 Contract Number 1983 Owner TERRANCE E STOCK Customer Service 1-800-722-2333 Annuitant TERRANCE E STOCK Mon - Fri, 6 a.m. - 5 p.m. Pacific time Portfolio Optimization Model C-12 as of December 31, 2006 Model Your Your Investment Options Allocation % Actual % Actual Values ~ 21 Short Quration Bond 8.0% 7.9% $12,360.87 • 2 2 Diversified Bond 3.0% 3.0% $4,720.03 Managed Bond 11.0% 10.8% $17,336.70 Inflation Managed 11.0% 10.8% $16,945.67 Q High Yield Bond 2.0% 2.0% $3,183.60 17 Main Street Core 6.0% 6.1% $9,613.29 16 ~'3 Q Equity Index 2.0% 2.1 % $3,240.94 r { ` : Comstock 4.0% 4.2% $6,546.16 ~R _ American G o 0 rowth Income 3.0/0 3.1/o $4 ~ ,838.16 0 4.00 •F Diversifed Research 4.0 /o /o $6,233.18 13 11 Large-Cap Value 5.0% 5.2% $8,109.84 GI'owth LT 3.0% 3.0% $4,677.01 11 13 Mid-Cap Value 8.0% 8.2% $12,820.56 American Growth 3.0% 2.9% $4,585.12 Your account is not rebalanced, therefore percentage SfT1811-C2P Value 2.0% 2.0% $3,126.74 allocations may be different from initial model allocation. 16 Mid-Cap GroVVth 2.0% 1.9% $2,918.14 1Z Large-Cap Growth 5.0% 4.6% $7,168.95 E3International Large-Cap 8.0% 8.2% $12,940.81 0 International Value 5.0% 5.1 % $8,037.70 m International Small-Cap 2.0% 1.9% $3,039.24 21 Emerging Markets 3.0% 3.0% $4,661.50 Total 100.0°/a 100.0% $157,104.21 Your Investment Performance Summary as of December 31, 2006 ~ Since Issue Date Last 12 Months Year To Date Current Quarter 11/15/2005 -12/31/2006 12131I2005 -12131/2006 01/01I2006 -12/31/2006 10/01/2006 -12131/2006 Beginning Value $79,294.11 $140,259.86 $142,022.67 $150,609.91 Ending Value $157,104.21 $157,104.21 $157,104.21 $157,104.21 Change In Value $77,810.10 $16,844.35 $15,081.54 $6,494.30 Your investments in the variable options have realized an annualized performance of 14.810% since your contract's issue date. If your contract was issued more than 10 years ago, annualized performance shown is for the past 10 years. Your annualized performance includes money invested inside and outside of your Portfolio Optimization model, except for assets placed in a fixed rate option. If you began Portfolio Optimization at contract issue and you've never invested in variable options outside the model, the annualized performance shown is the model's return. Performance and investment values shown reflect all purchase payments, transfers, withdrawals, loans, fees and charges to or from the variable options during the time periods presented. Allocations shown at the end of your statement reflect money invested inside and outside of your model. Please consult with your investment professional periodically to review your financial situation and risk profile to determine if you need to change Portfolio Optimization models. Page 4 of 9 PACIFIC LIFE Variable Annuity Quarterly Statement P.O. Box 7187 Pasadena, CA 91109-7187 Statement Period 10/01/2006 - 12/31/2006 Contract Number 1983 Owner TERRANCE E STOCK Customer Service 1-800-722-2333 Annuitant TERRANCE E STOCK Mon - Fri, 6 a.m. - 5 p.m. Pacific time Optianal Benefits (Riders) _ See prospectus and your contract for more information on these optional benefits added to your annuity contract by rider. Lifetime Income Access Plus Lifetime Income Access Plus Start/Reset Date 11/15/2006 Protected Payment Amount $7,751.99 Protected Payment Base $155,039.76 Remaining Protected Balance $155,039.76 Next Eligible Step-Up/Reset Date 11/15/2007 Each contract year you can withdraw up to 5% of the protected payment base, regardless of market perFormance, until the remaining protected balance is reduced to zero. If you begin withdrawals or reset the protected payment base at age 65 or older, you can make withdrawals up to 5% of the protected base for your lifetime. The protected payment amount is 5% of the protected payment base, minus withdrawals already taken during the contract year. Investment Performance Total Value Units Held Unit Value Total Value Change in Value Variable Options as of 09/30/2006 as of 12/31/2006 as of 12/31t2006 as of 12/31/2006 since 09130/2006 Large-Cap Growth $6,867.77 995.3563 7.202392 $7,168.95 $301.18 , Emerging Markets $4,017.76 223.0731 20.896720 $4,661.50 $643.74 !Diversified Research $6,013.10 486.8322 12.803554 $6,233.18 $220.08 International Large-Cap $12,117.10 1,219.4309 10.612175 $12,940.81 $823.71 Main Street Core $9,064.60 507.4659 18.943707 $9,613.29 $548.69 Comstock $6,179.71 557.0255 11.751994 $6,546.16 $366.45 Growth LT $4,45223 194.4894 24.047621 $4,677.01 $224.78 Mid-Cap Value $11,994.24 556.8973 23.021412 $12,820.56 $826.32 International Value $7,346.04 451.9451 17.784679 $8,037.70 $691.66 Mid-Cap Growth $2,695.84 362.4546 8.051047 $2,918.14 $222.30 Equity Index $3,051.64 142.4574 22.750213 $3,240.94 $189.30 Inflation Managed $17,283.88 1,001.5392 16.919632 $16,945.67 $338.21- Managed Bond $17,311.48 1,030.7338 16.819762 $17,336.70 $25.22 High Yield Bond $3,089.46 207.4052 15.349664 $3,183.60 $94.14 Large-Cap Value $7,590.19 528.1326 15.355696 $8,109.84 $519.65 Short Duration Bond $12,328.58 1,202.3214 10.280838 $12,360.87 $32.29 Small-Cap Value $2,884.96 153.1388 20:417660 $3,126.74 $241.78 American Growth $4,306.75 357.1177 12.839253 $4,585.12 $278.37 American Growth-Income $4,598.63 392.7511 12.318653 $4,838.16 $239.53 International Small-Cap $2,719.53 297.5490 10.214235 $3,039.24 $319.71 Diversified Bond $4,696.42 452.9130 10.421502 $4,720.03 $23.61 Total $150,609.91 $157,104.21 $6,494.30 Page 5 of 9 ~ PAciFic LIFE Variable Annuity Quarterly Statemenfi P.O. Box 7187 • Pasadena, CA 91109-7187 Statement Period 10/01/2006 - 12/31/2006 Contract Number 19$3 Owner TERRANCE E STOCK Customer Service 1-800-722-2333 Annuitant TERRANCE E STOCK Mon - Fri, 6 a.m. - 5 p.m. Pacific time Contract Activity from January 1, 2006 through December 31, 2006 Payments Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 04/25/2006 Additional Payment Large-Cap Growth 49.1916 7.589714 $373.35 Emerging Markets 19.0554 19.592857 $373.35 Diversified Research 30.6769 12.170384 $373.35 Intemational Large-Cap 97.2566 9.596981 $933.37 Main Street Core 37.1445 17.589679 $653.36 Comstock 26.5779 10.535436 $280.01 Growth LT 8.0681 23.138115 $186.68 Mid-Cap Value 35.5816 20.985575 $746.70 International Value 28.8327 16.186127 $466.69 Equity Index 8.9610 20.832546 $186.68 Small-Cap Index 16.4154 17.057777 $280.01 inflation Managed 62.1870 16.510038 $1,026.71 Managed Bond 80.8699 16.158426 $1,306.73 High Yield Bond 19.2436 14.550790 $280.01 Large-Cap Value 33.4551 13.949739 $466.69 Short Duration Bond 65.0392 10.045629 $653.36 Small-Cap Value 9.6438 19.357588 $186.68 American Growth 22.4046 12.497875 $280.01 American Growth-Income 24.6199 11.373305 $280.01 Tatai $9,333.75 04/25/2006 Credit Enhancement Large-Cap Growth 1.9671 7.589714 $14.93 Emerging Markets 0.7620 19.592857 $14.93 Diversified Research 1.2267 12.170384 $14.93 International Large-Cap 3.8908 9.596981 $37.34 Main Street Core 1.4855 17.589679 $26.13 Camstock 1.0631 10.535436 $11.20 Growth LT 0.3228 23.138115 $7.47 Mid-Cap Value 1.4234 20.985575 $29.87 International Value 1.1535 16.186127 $18.67 Equity Index 0.3586 20.832546 $7.47 Small-Cap Index 0.6566 17.057777 $11.20 Intlation Managed 2.4876 16.510038 $41.07 Managed Bond 32348 16.158426 $52.27 High Yield Bond 0.7697 14.550790 $11.20 Large-Cap Value 1.3384 13.949739 $18.67 Short Duration Bond 2.6011 10.045629 $26.13 ' Small-Cap Value 0.3859 19.357588 $7.47 American Growth 0.8962 12.497875 $11.20 American Growth-Income 0.9848 11.373305 $11.20 Total $373.35 Page 6 of 9 pACIFIC LIFE Variable Annuity Quarterly Statement P.Q. Box 7187 • Pasadena, CA 91109-7187 Statement Period 10/01/2006 - 12/31/2006 Cantract Number ' 1983 Owner 7ERRANCE E STOCK Customer Service 1-800-722-2333 Annuitant TERRANCE E STOCK Mon - Fri, 6 a.m. - 5 p.m. Pacific time Contract Activity from January 1, 2006 through December 31, 2006 Transfers Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 05/05/2006 Rebalance From Emerging Markets 131.5736- 20.324369 $2,674.15- Diversified Research 3.9486- 12.417205 $49.03- International Large-Cap 500.7573- 9.914623 $4,964.82- Main Street Core 88.9248- 17.868467 $1,588.95- Mid-Cap Value 3.4993- 21.709928 $75.97- International Value 47.0160- 16.719644 $786.09- Small-Cap Index 295.4726- 17.425322 $5,148.71- Managed Bond 198.4372- 16.128328 $3,200.46- High Yield Bond 96.0689- 14.573180 $1,400.03- Large-Cap Value 6.7921- 14.307717 $97.18- Small-Cap Value 10.2689- 19.737327 $202.68- American Growth 6.5093- 12.695602 $82.64- 7otal $20,270.71- 05/05/2006 Rebalance To Large-Cap Growth 271.0302 7.591626 $2,057.56 Comstock 150.7492 10.852459 $1,636.00 Growth LT 70.2867 23.311366 $1,638.48 Mid-Cap Growth 381.3700 8.339120 $3,180.29 Equity Index 1.2443 21.217217 $26.40 Inflation Managed 89.5377 16.598476 $1,486.19 Short Duration Bond 226.9157 10.055718 $2,281.80 American Growth-Income 1.1495 11.543767 $13.27 International Small-Cap 313.0774 10.158159 $3,180.29 Diversified Bond 476.5498 10.010349 $4,770.43 Total $20,270.71 I Page 7 of 9 PACIFIC LIFE Variable Annuity Quarterly Statement ommm P.O. Box 7187 • Pasadena, GA 91109-7187 Statement Period 10/01/2006 - 12/31/2006 Contract Number - .,1983 Owner TERRANCE E STOCK Customer Service 1-800-722-2333 Annuitant TERRANCE E STOCK Mon - Fri, 6 a.m. - 5 p.m. Pacific time Contract Activity from January 1, 2006 through December 31, 2006 Withdrawats / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 08/28/2006 Partial Withdrawal Large-Cap Growth 47.9479- 6.675998 $320.10- Emerging Markets 10.7459- 17.551774 $188.61- Diversified Research 23.4518- 12.037471 $282,30- International Large-Cap 58.7428- 9.765458 $573.65- Main Street Core 24.4460- 17.424105 $425.95- Comstock 26.8332- 10.780693 $289.28- Growth LT 9.3691- 22.433241 $210.18- Mid-Cap Value 26.8269- 20.845906 $559.23- International Value 21.7714- 16.038030 $349.17- Mid-Cap Growth 17.4596- 7201781 $125.74- Equity Index 6.8627- 20.856216 $143.13- Inflation Managed 48.2464- 17.116299 $825.80- Managed Bond 49.6528- 16,514478 $819.99- High Yield Bond 9.9908- 14.647424 $146.34- Large-Cap Value 25.4413- 13.997330 $356.11- Short Duration Bond 57.9179- 10.154375 $588.12- Small-Cap Value 7.3771- 18.994030 $140.12- American Growth 17.2029- 11.993928 $206.33- American Growth-Income 18.9200- 11.362579 $214.98- International Small-Cap 14.3334- 8.981839 $128.74- Diversified Bond 21.8180- 10206694 $222.69- Tatal $7,116.56- 11/15/2006 IAR Fee Large-Cap Growth 3.9975- 7224546 $28.88- Emerging Markets 0.8959- 19.632885 $17.59- Diversified Research 1.9554- 12.682948 $24.80- International Large-Cap 4.8970- 10.285792 $50.37- Main Street Core 2.0382- 18.673236 $38.06- Comstock 2.2368- 11.413749 $25.53- Growth LT 0.7811- 23.977976 $18.73- Mid-Cap Value 2.2364- 22.580490 $50.50- International Value 1.8151- 16.946293 $30.76- Mid-Cap Growth 1.4558- 8.002603 $11.65- Equity Index 0.5720- 22.394475 $12.81- , Inflation Managed 4.0222- 17.137540 $68.93- Managed Bond 4.1394- 16.782780 $69.47- High Yield Bond 0.8330- 15.149993 $12.62- Large-Cap Value 2.1208- 15.036691 $31.89- Short Duration Bond 4.8283- 10.241657 $49.45- Small-Cap Value 0.6150- 20.325164 $12.50- American Growth 1.4344- 12.800173 $18.36- American Growth-Income 1.5770- 12.270332 $19.35- International Small-Cap 1.1950- 9.606668 $11.48- Diversified Bond 1.8188- 10.396768 $18.91- Total $622.64- Page 1 of 11 ~ PACIFic LIFE Variable Annuity Quarterly Statement P.Q. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2007 - 12/31/2007 Prepared For Your Registered Representative TERRANCE E STOCK WILLIAM D GULLBORG 10937 SW 86TH TER H BECK INC OCALA FL 34481-5385 3908 WASHINGTON RD MCMURRAY PA 15317-2538 (724) 731-0046 Customer Service Mon - Fri, 6 a.m. - 5 p.m. Pacific time Contract Owners (800) 722-4448 Registered Representatives (800) 722-2333 Pacific Value Contract Inform-+inn Active Programs Contract Number .,1983 Lifetime Income Access Plus Owner TERRANCE E STOCK Automatic Step-Up/Reset Joint Owner none Phone/Electronic Authorization (All) Annuitant TERRANCE E STOCK Electronic Delivery Joint Annuitant none Portfolio Optimization Plan Type IRA Issue Date 11l1512005 Summary Values Year-to-Date Contract Summary Historical Contract Summary Contract Value on 12/3112006 $157,104.21 Current Value 1213112007 $158,730.45 Totai Payments $9,333.75 Last Quarter Value 09130/2007 $163,954.24 Total Withdrawals $15,181.49 Value 12 Months Prior 12/3112006 $157,104.21 Surrender Value on 12/31I2007 $150,429.72 Total Payments Since 11I15I2005 $151,664.86 Death Benefit on 12131/2007 $158,730.45 Total Withdrawals Since 11/15/2005 $22,298.05 Contract Va{ue nn 12/3112007 $158,730.45 Investor Information Please review this statement carefully. If you identify an error on a statement, notify us in writing within 30 days from receipt of the statement on which the error occurred. Please consult your contract for specific information. Consult with your investment professional periodically to review your financial situation and risk profile to determine if you need to change Portfolio Optimization models. The Fair Market Value of your contract, the December 31, 2007 balance, is provided to the IRS. If you made a contribution or completed a conversion, recharacterization or rollover in 2007, you will receive IRS form 5498 from Pacific Life in June. Page 2 of 11 PACIFic LIFE Variabie Annuity Quarterly Statement P.O. Box 2378. Omaha, NE 68103-237$ Glossary of Terms Activity Type Describes the type of transaction Loan Amount The amount borrowed against the contract Additional Payment A payment made after the initial payment Loan Collateral Interest accrued on the balance of the loan Interest Credit account, which is transferred annually to the Administrative Fee Monthly charge for expenses associated with investment options in accordance with your administration of contracts and operation of current allocation variable accounts Loan Payoff A payment applied to pay off the total Advisor Fee A fee paid to an Advisor at the request of the outstanding loan contract owner Loan Payout Payment of loan amount to contract owner Annuai Fee An annual fee deduction each contract anniversary to cover the costs of maintenance Loan Repayment A payment to reduce your loan Annuitization Conversion to an annuitization payment MVA Market Value Adjustment, an adjustment to the program value of an amount withdrawn or transferred from a guaranteed interest option, prior to the Contract Value The sum of your variable and fixed investment end of its guaranteed term options and any loan account value Number of Units Total number of units purchased, redeemed, or Credit An amount added to the contract value at the remaining as the result of transactions Enhancement time a payment is applied and on the first contract anniversary if applicable Partial Withdrawal Partial amount withdrawn from the contract prior to the annuity date Date The effective date of the transaction Right to Cancel Requested contract cancellation within the Death Benefit This hypothetical amount assumes the sole or (Free Look) Free Look period youngest joint annuitant dies on the last day of the statement period. The actual amount may RMD Payment Required Minimum Distribution payment vary and will be based upon the death of the owner and/or annuitant. This value is for Scheduled A preauthorized scheduled withdrawal illustration purposes only. Refer to your Withdrawal contract and prospectus for additional information State Withholding Amount withheld for state tax based on the contract owner's resident state Death Benefit Payment as part of a death payout Payment Substantially Equal A preauthorized scheduled withdrawal as part of a substantially equal payment program EEG Fee Fee charged for optional rider GIA Fee Transaction The gross dollar amount of a transaction GMDB Fee Amount GPA Fee IAR Fee Transfer Fee A fee assessed when the specified number of transfers allowed within the contract year is Federal Withholding Amount withheld for federal tax exceeded Full Surrender A full withdrawal of the contract value Unit Value The dollar value of each accumulation unit as of the close of business on the valuation date Guaranteed Amount available if Guaranteed Protection of a transaction Protection Advantage Rider remains in effect for entire term and no withdrawals are taken. Does not Withdrawal Charge Charge that may be applied to amounts refiect amounts allocated to the GIO funds withdrawn from the contract prior to the annuity date Initial Payment The first payment made Withdrawal Fee A fee assessed when the specified number of Interest Rate Interest rate on a dollar amount in the fixed withdrawals allowed within the contract year is account, guaranteed interest option or a loan exceeded interest rate Page 3 of 11 PACIFIC LIFE Variable Annuity Quarterly Statement P.O. Box 2378 - Omaha, NE 6$103-2378 Statement Period 10/01/2007 - 12/31/2007 Contract Number _1983 Owner TERRANCE E STOCK Customer Service Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Portfolio Optimization Model C-13 as of December 31, 2007 Model Your Your Investment Options Allocation % Actual % Actual Values ~ Short Duration Bond 4.0% 4.1 % $6,502.95 3 2 F2_1 Diversified Bond 6.0% 5.9°/a $9,432.32 21 Floating Rate Loan 3.0% 2.9% $4,655.81 Managed Bond 11.0% 11.7% $18,537.54 Inflation Managed 11.0% 11.6% $18,698.94 17 High Yield Bond 2.0% 2.0% $3,110.49 ts Comstock 6.0% 5.4% $8,585.04 , ~ American Growth-Income 4.0% 3.9% $6,225.25 I ~ Large-Cap Value 6.0°/a 5.8% $9,220.71 ~ 13 Equity Index 2.0% 2.0% $3,120.73 11 Main Street Core 5.0% 4.9% $7,745.47 m Diversified Research 3.0% 2.9% $4,570.98 11 . .13 Mid-Cap Value 8.0% 7.1 % $11,214.83 Growth LT 2.0% 2.1 % $3,331.14 Your account is not rebalanced, therefore percentage AmeriCan Growth 2.0% 2.1 % $3,291.03 allocations may be different from initial model allocation. Fl 6 Large-Cap Growth 2.0% 2.3% $3,587.98 17 Small-Cap Value 2.0% 1.9% $2,969.98 0 Small-Cap Growth 1.0% 1.1% $1,683.25 m Mid-Cap Growth 2.0% 2.2% $3,487.95 m Small-Cap Index 2.0% 1.8% $2,923.52 21 International Value 6.0% 5.8% $9,184.13 m International Large-Cap 5.0% 5.0% $7,944.96 23: Intemational Small-Cap 2.0% 1.9% $2,938.54 M Emerging Markets 3.0% 3.6% $5,766.91 Total 100.0% 100.0% $158,730.45 Your Investment Performance Summary as of December 31, 2007 Since Issue Date Last 12 Months Year To Date Current Quarter 11/1512005 - 12/31/2007 12/31l2006 - 12/31/2007 01l01/2007 - 12/31/2007 10/01/2007 - 12/31/2007 Beginning Value $79,294.11 $157,104.21 $157,419.66 $163,954.24 Ending Value $158,730.45 $158,730.45 $158,730.45 $158,730.45 Change In Value $79,436.34 $1,626.24 $1,310.79 $5,223.79- Your investments in the variable options have realized an annualized performance of 10.047% since your contracYs issue date. If your contract was issued more than 10 years ago, annualized performance shown is for the past 10 years. Your annualized performance includes money invested inside and outside of your Portfolio Optimization model, except for assets placed in a fixed rate option. If you began Portfolio Optimization at contract issue and you've never invested in variable options oUtside the model, the annualized performance shown is the model's return. Performance and investment values shown reflect all purchase payments, transfers, withdrawals, loans, fees and charges to or from the variable options during the time periods presented. Allocations shown at the end of your statement reflect money invested inside and outside of your model. Page 4 of 11 ~ PACIFic LIFE Variable Annuity Quarteriy Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2007 - 12/31/2007 Contract Number 1983 Owner TERRANCE E STOCK Customer Service Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Optional Benefits (Riders) See prospectus and your contract for more information on these optional benefits added to your annuity contract by rider. Lifetime Income Access Plus Rider Start Date/Last Reset Date 11/15/2007 Protected Payment Amount $7,924.56 Protected Payment Base $158,491.12 Remaining Protected Payment Base $158,491.12 Next Eligible Step-Up/Reset Date 11/15/2008 Each contract year you can withdraw up to 5% of the protected payment base, regardless of market performance, until the remaining protected balance is reduced to zero. If you begin withdrawals or reset the protected payment base at age 65 or older, you can make withdrawals up to 5% of the protected base for your lifetime. The protected payment amount is 5% of the protected payment base, minus withdrawals already taken during the contract year. Investment Performance Total Value Units Held Unit Value Total Value Change in Value Variable Options as of 09/30/2007 as of 12/3112007 as of 12131/2007 as of 12/3112007 since 09/3012007 Large-Cap Growth $3,472.46 415.3820 8.637795 $3,587.98 $115.52 Small-Cap Growth $1,724.39 127.7937 13.171650 $1,683.25 $41.14- Emerging Markets $5,745.90 210.2890 27.423759 $5,766.91 $21.01 Diversified Research $4,981.62 357.8072 12.774989 $4,570.98 $410.64- International Large-Cap $8,211.10 694.9074 11.433123 $7,944.96 $266.14- Main Street Core $8,334.77 397.1919 19.500586 $7,745.47 $589.30- Comstock $9,363.53 763.8950 11.238513 $8,585.04 $778.49- Growth LT $3,396.43 121.4970 27.417442 $3,331.14 $65.29- Mid-Cap Value $12,465.50 504.9174 22.211208 $11,214.83 $1,250.67- International Value $9,918.49 492.9551 18.630769 $9,184.13 $734.36- Mid-Cap Growth $3,575.92 357.4518 9.757830 $3,487.95 $87.97- Equity Index $3,297.08 132.2052 23.605166 $3,120.73 $176.35- Small-Cap Index $3,165.72 172,9321 16.905580 $2,923.52 $242.20- Inflation Managed $18,052.83 1,017.6436 18.374743 $18,698.94 $646.11 Managed Bond $18,053.56 1,029.8887 17.999554 $18,537.54 $483.98 High Yield Bond $3,164.65 200.6185 15.504493 $3,110.49 $54.16- Large-Cap Value $9,714.89 588.1675 15.677021 $9,220.71 $494.18- Short Duration Bond $6,478.82 614.0709 10.589894 $6,502.95 $24.13 Small-Cap Value $3,192.27 143.0390 20.763434 $2,969.98 $222.29- American Growth $3,464.76 232.2460 14.170465 $3,291.03 $173.73- American Growth-Income $6,699.81 489.7180 12.711907 $6,225.25 $474.56- International Small-Cap $3,252.49 278.5874 10.547995 $2,938.54 $313.95- Diversified Bond $9,501.40 905.9706 10.411289 $9,432.32 $69.08- Floating Rate Loan $4 725.85 478.9309 9.721256 _$4,655.81 $70.04- Total $163,954.24 $158,730.45 $5,223.79- Page 5 of 11 ~ PACIFic LIFE Variable Annuity Quarterly Statement P.Q. Box 2378 • Omaha, NE 6$103-2378 Statement Period 10J01/2007 - 12/31/2007 Contract Number 1983 ' Owner TERRANCE E STOCK Customer Service Contract Owners (800) 722-4448 , Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2007 through December 31, 2007 Payments Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 02i27/2007 Additional Payment Large-Cap Growth 65.7814 7.094561 $466.69 Emerging Markets 13.7500 20.364361 $280.01 Diversified Research 29.5338 12.641444 $373.35 International Large-Cap 69.5547 10.735430 $746.70 Main Street Core 30.0198 18.655360 $560.03 Comstock 32.0904 11.634307 $373.35 Growth LT 11.5180 24.310606 $280.01 Mid-Cap Value 31.3753 23.798991 $746.70 International Value 25.9914 17.955551 $466.69 Mid-Cap Growth 22.6258 8.250326 $186.67 Equity Index 8.3184 22.441757 $186.68 Inflation Managed 59.5670 17.236221 $1,026.71 Managed Bond 60.2731 17.034305 $1,026.71 High Yield Bond 11.9071 15.677175 $186.67 Large-Cap Value 30.6372 15.232801 $466.69 Short Duration Bond 72.1350 10.351422 $746.70 Small-Cap Value 9.0120 20.714666 $186.68 American Growth 21.9515 12.755868 $280.01 American Growth-Income 22.9054 12.224613 $280.01 International Small-Cap 18.0792 10.325677 $186.68 Diversified Bond 26.5327 10.553404 $280.01 Total $9,333.75 02/2712007 Credit Enhancement Large-Cap Growth 2.6316 7.094561 $18.67 Emerging Markets 0.5500 20.364361 $11.20 Diversified Research 1.1810 12.641444 $14.93 Irternational Large-Cap 2.7824 10.735430 $29.87 Main Street Core 1.2007 18.655360 $22.40 Comstock 12833 11.634307 $14.93 Growth LT 0.4607 24.310606 $11.20 Mid-Cap Value 1.2551 23.798991 $29•87 International Value 1.0398 17.955551 $18.67 Mid-Cap Growth 0.9054 8.250326 $7.47 Equity Index 0.3329 22.441757 $7.47 Inflation Managed 2.3828 17.236221 $41.07 Managed Bond 2.4110 17.034305 $41.07 High Yield Bond 0.4765 15.677175 $7.47 Large-Cap Value 1.2256 15.232801 $18.67 Short Duration Bond 2.8856 10.351422 $29.87 Small-Cap Value 0.3606 20.714666 $7.47 American Growth 0.8780 12.755868 $11.20 American Growth-Income 0.9162 12.224613 $11.20 International Small-Cap 0.7234 10.325677 $7.47 Diversified Bond 1.0594 10.553404 $11.18 Total $373.35 Page 6 of 11 ~ PACIFICL.IFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2007 - 12/31/2007 Contract Number 1983 Owner TERRANCE E STOCK Customer Service Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2007 through December 31, 2007 Transfers Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 05/04/2007 Rebalance From Large-Cap Growth 550.9170- 7.686911 $4,234.85- Emerging Markets 4.8183- 22.775857 $109.74- Diversified Research 111.5768- 13.385754 $1,493.54- International Large-Cap 477.2492- 11.487164 $5,482.24- Main Street Core 91.2312- 20.097397 $1,833.51- Growth LT 65.8304- 26.280556 $1,730.06- Mid-Cap Value 29.2517- 25.295283 $739.93- Equity Index 4.7160- 24.151926 $113.90- Short Duration Bond 545.4476- 10.399478 $5,672.37- Small-Cap Value 4.2132- 22.322626 $94.05- American Growth 112.4785- 13.748400 $1,546.40- International Small-Cap 8.0854- 11.461409 $92.67- Tota1 $23,143.26- 05/04/2007 Rebalance To Small-Cap Growth 128.3070 12.492846 $1,602.92 Comstock 229.9417 12.539702 $2,883.40 International Value 59.2646 19.431843 $1,151.62 Mid-Cap Growth 7.7211 8.932707 $68.97 Small-Cap Index 173.6264 18.463951 $3,205.83 Inflation Managed 54.3094 17.257061 $937.22 ~ Mana5ed Bond 39.4244 17.051872 $67226 ~ ield Bond 1.5086 15.915812 $24.01 High Y Large_Cap Value 81.1545 16.286217 $1,321.70 American Growth-Income 112.7629 13.040191 $1,470.45 Diversified Bond 472.5275 10.573205 $4,996.13 Floatinq Rate Loan 480.8540 10.000437 $4,808.75 Total $23,143.26 . I Page 7 of 11 ~ PACIFIC LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Umaha, NE 6$103-2378 Statement Period 10/01/2007 - 12/31/2007 Contract Number _ _1983 Owner TERRANCE E STOCK Customer Service Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2007 through December 31, 2007 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 01/23/2007 Partial Withdrawal Large-Cap Growth 47.2043- 7.368187 $347.81- Emerging Markets 10.5793- 20.781088 $219.85- Diversified Research 23.0881- 12.854230 $296.78- International Large-Cap 57.8311- 10.777942 $623.30- Main Street Core 24.0667- 19.062050 $458.76- Comstock 26.4165- 11.905061 $314.49- Growth LT 9.2237- 24.391607 $224.98- Mid-Cap Value 26.4109- 23.532310 $621.51- International Value 21.4333- 17,833930 $382.24- Mid-Cap Growth 17.1892- 8.306386 $142.78- Equity Index 6.7559- 22.870256 $154.51- 47.4977- 16.826282 $799.21- Inflation Mana9ed Managed Bond 48.8825- 16.746682 $818.62- High Yield Bond 9.8360- 15.489067 $152.35- Large-Cap Value 25.0465- 15.505190 $388.35- Short Duration Bond 57.0203- 10.288259 $586.64- Small-Cap Value 7.2629- 20.549716 $149.25- American Growth 16.9366- 12.911718 $218.68- American Growth-Income 18.6262- 12.402953 $231.02- International Small-Cap 14.1109- 10.288485 $145.18- Diversified Bond 21.4793- 10.414195 $223.69- Fsderal Withholdinq $750.00 Total $6,750.00- 03/12/2007 Partial Withdrawal Large-Cap Growth 48.5024- 7.225824 $350.47- Emerging Markets 10.8209- 20.538105 $222.24- D9versified Research 23.5920- 12.641157 $298.23- International Large-Cap 58.8741- 10.769421 $634.04- Main Street Core 24.5535- 18.783074 $461.19- Comstock 26.9091- 11.651819 $313.54- Growth LT 9.4108- 24.494230 $230.51- Mid-Cap Value 26.8675- 23.798996 $639.42- International Value 21.8302- 18.018124 $393.34- Mid-Cap Growth 17.5964- 8.224976 $144.73- Equity Index 6.8874- 22.568896 $155.44- Inflation Managed 48.4751- 17.143652 $831.04- Managed Bond 49.8371- 17.069206 $850.68- High Yield Bond 10.0176- 15.697431 $157.25- Large-Cap Value 25.5236- 15.308601 $390.73- Short Duration Bond 58.2233- 10.361662 $603.29- Small-Cap Value 7.4072- 20.713721 $153.43- American Growth 17.3198- 12.795740 $221.62- Ai-nerican Growth-Income 18.9872- 12.275101 $233.07- International Small-Cap 14.4200- 10,488937 $151.25- Diversified Bond 21.9012- 10.546475 $230.98- Total $7,666.49- Page 8 of 11 ~ PACIFIC LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Umaha, NE 68103-2378 Statement Period 10/01/2007 - 12/31/2007 Contract Number _:1983 Owner TERRANCE E STOCK Customer Service Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 , Contract Activity from January 1, 2007 through December 31, 2007 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 03/12/2007 Partial Withdrawal Large-Cap Growth 0.0955- 7.225824 $0.69- Emerging Markets 0.0209- 20.538105 $0.43- Diversified Research 0.0459- 12.641157 $0.58- International Large-Cap 0.1151- 10.769421 $1.24- Main Street Core 0.0479- 18.783074 $0.90- Comstock 0.0524- 11.651819 $0.61- Growth LT 0.0184- 24.494230 $0.45- Mid-Cap Value 0.0525- 23.798996 $1.25- International Value 0.0427- 18.018124 $0.77- Mid-Cap Growth 0.0340- 8.224976 $0.28- Equity Index 0.0133- 22.568896 $0.30- Inflation Managed 0.0951- 17.143652 $1.63- Managed Bond 0.0978- 17.069206 $1.67- High Yield Bond 0.0197- 15.697431 $0.31- Large-Cap Value 0.0503- 15.308601 $0.77- Short Duration Bond 0.1139- 10.361662 $1.18- Small-Cap Value 0.0145- 20.713721 $0.30- American Growth 0.0336- 12.795740 $0.43- American Growth-Income 0.0375- 12.275101 $0.46- International Smafl-Cap 0.0286- 10.488937 $0.30- I Diversified Bond 0.0427- 10.546475 $0.45- Total $15.00- Page 9 of 11 PACIFic LIFE Variabie Annuity Quarterly Statement P.O. Box 2378 • C)maha, NE 68103-2378 Statement Period 10/01/2007 - 12/31/2007 Contract Number A983 Owner TERRANCE E STOCK Customer Service Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 I Contract Activity from January 1, 2007 through December 31, 2007 ! Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 11/15/2007 IAR Fee Large-Cap Growth 1.6681- 8.027157 $13.39- Small-Cap Growth 0.5133- 13.170109 $6.76- Emerging Markets 0.8447- 27.265142 $23.03- Diversified Research 1.4370- 12.943860 $18.60- International Large-Cap 2.7911- 11.350208 $31.68- Main Street Core 1.5952- 19.283050 $30.76- Comstock 3.0679- 11.444431 $35.11- Growth LT 0.4878- 26.693797 $13.02- Mid-Cap Value 2.0277- 22.734966 $46.10- International Value 1.9796- 18.831924 $37.28- Mid-Cap Growth. 1.4355- 9.620303 $13.81- Equity Index 0.5309- 23.317235 $12.38- Small-Cap Index 0.6943- 17.025446 $11.82- Inflation Managed 4.0869- 18.273079 $74.68- Managed Bond 4.1362- 17.769869 $73.50- High Yield Bond 0.8056- 15.503797 $12.49- Large-Cap Value 2.3620- 15.490862 $36.59- Short Duration Bond 2.4660- 10.583829 $26.10- Small-Cap Value 0.5746- 20.744297 $11.92- American Growth 0.9327- 14.163887 $13.21- American Growth-Income 1.9667- 12.706881 $24.99- International Small-Cap 1.1193- 11.007022 $12.32- Diversified Bond 3.6388- 10.467629 $38.09- Floatin9 Rate Loan 1.9231- 9.817560 $18.88- Total $636.51- ~ 5 1 f ~ f ` ~ f 9 S 5 / '1 ~ - • h `t ~ , . . . ~i "t~'ot~o~ riaA CREF " FIFIAN..IAL SEP.VICESFOR THE GREATER GODC Website January 1, 2002 - MaYCh 31, 2002 730 Third Avenue, New York, NY 10017-3206 www.tiaa-cref.org PST34923835/ Automated 24-Hour Information 800 842-2252 TERRANCE EDWARD STOCK Personal Assistance 10937 SW 86TH TER 800 842-2776 OC;ALA FL 34481-5385 M-F, 8am-10pm ET Sat., 9am-6pm ET DUPLICATE COPY as requested portfolio summary this quarter this vear Beginning value as of• (12131101) $106,117.87 (12131101) $106,117.87 Changes during the period: Contributions 0.00 0.00 Distributions & rollovers -41 180.55 -41 180.55 Net investment gain/loss -1,218.55 -1,218.55 TIAA interest 1,249.40 1,249.40 Ending value: $64,968.17 $64,968.17 $otal value as of 03/31102: $64,968.17 TIAA-CREF's family of IRAs makes it easy to keep your retirement savings in one place. When you or your spouse roll over retirement savings to a TIAA-CREF Rollover IRA, all taxes continue to be deferred, and earnings accrue on a tax-deferred basis until the funds are withdrawn. It's now easier than ever to sign up for a TIAA-CREF Classic, Roth or Rollover IRA by visiting www.tiaa-cref.org/iras. To leazn more about IRAs, please read the enclosed In Brief, log on to www.tiaa-cref.org/iras, or call us at 800 842-2776. 111111! IIi li lll ll lll ll lll ll lll ll lil ll lll ll lll ll l!I IIlII il l~l lllli ll lll ll lfl 1f1~ l illl )sos i ~ ~ ; r: . ; , Page 1 of 14 ~ PACIFic LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2008 - 12/31/2008 Prepared For TERRANCE E STOCK Your Registered Representative 10937 SW 86TH TER W(LLIAM D GULLBORG OCALA FL 34481-5385 H BECK INC 3908 WASHINGTON RD MCMURRAY PA 15317-2538 (724) 731-0046 Customer Service (toll free) Contract Owners (800) 722-4448 Registered Representatives (800) 722-2333 Mon - Fri, 6 a.m. - 5 p.m. Pacific time Pacific Value Contract Information Active Programs Contract Number ' 1983 Lifetime Income Access Plus Owner TERRANCE E STOCK Automatic Step-Up/Reset Joint Owner none Phone/Electronic Authorization (All) Annuitant TERRANCE E STOCK Electronic Delivery Joint Annuitant none Portfolio Optimization Plan Type IRA Issue Date 11/15/2005 Summary Values Year-to-Date Contract Summary Historical Contract Summary Contract Value on 12/31/2007 $158,730.45 Current Value 12/31/2008 $83,255.76 Total Payments $0.00 Last Quarter Value 09/30/2008 $107,539.32 Total Withdrawals $35,430.00 Value 12 Months Prior 12/31l2007 $158,730.45 Surrender Value on 12131/2008 $77,240.38 Total Payments Since 11/1512005 $151,664.86 Death Benefit on 12/31/2008 $99,609.97 Total Withdrawals Since 11115l2005 $57,728.05 GMWB Protected Payment Base on 12/3112008 $125,289.46 Contract Value on 12/3112408 $83,255.76 Investor Information Please review this statement carefully. If you identify an error on a statement, notify us in writing within 30 days from receipt of the statement on which the error occurred. Please consult your contract for specific information. The fair market value of your contract (the December 31, 2008 balance) is provided to the IRS. If you made a contribution or completed a conversion, recharacterization, or rollover in 2008, you will receive IRS Form 5498 from Pacific Life in June. Page 6 of 14 AU PACIFic LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2008 - 12/31/2008 Contract Number i1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2008 through December 31, 2008 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 01/03/2008 Partial Withdrawal L_arge-Cap Growth 20.8513- 8.581713 _ $178.94- Small-Cap Growth 6.4149- 12.927726 $82.93- Emerging Markets 10.5564- 27.270608 $287.88- Diversified Research 17.9618- 12.569486 $225.77- Intemational Large-Cap 34.8837- 11.371791 $396.69- Main Street Core 19.9387- 19.175808 $382.34- Comstock 38.3469- 11.054340 $423.90- Growth LT 6.0990- 27.066542 $165.08- Mid-Cap Equity 25.3464- 21.554922 $546.34- Intemational Value 24.7458- 18.541758 $458.83- Mid-Cap Growth 17.9441- 9.542989 $171.24- Fquity Index 6.6368- 23.264308 $154.40- Small-Cap Index 8.6809- 16.441873 $142.73- Inflation Managed 51.0852- 18.639631 $952.21- Managed Bond 51.6995- 18.160702 $938.90- High Yield Bond 10.0707- 15.453808 $155.63- L.arge-Cap Value 29.5257- 15.506133 $457.83- 5hort Duration Bond 30.8258- 10.619685 $327.36- Small-Cap Value 7.1807- 20.335000 $146.02- American Growth 11.6585- 14.109051 $164.49- American Growth-Income 24.5837- 12.563220 $308.85- International Small-Cap 13.9848- 10.461363 $146.30- Uiversified Bond 45.4792- 10.453570 $475.42- Floating Rate Loan 24.0423- 9.729516 $233.92- Total $7,924.00- Pa9e7of14 I 'IL PACIFIC I.IFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2008 - 12/31/2008 Contract Number 1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2008 through December 31, 2008 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 02/0412008 Partial Withdrawal Large-Cap Growth 19.4999- 7.367205 $143.66- Small-Cap Growth 5.9992- 11.906547 $71.43- Emerging Markets 9.8722- 25.598038 $252.71- Diversified Research 16.7970- 12.195607 $204.85- International Lar9e-CaP 32.6228- 10.650842 $347.46- Main Street Core 18.6461- 18.173275 $338.86- Comstock 35.8616- 10.860924 $389.49- Growth LT 5.7038- 25.433838 $145.07- Mid-Cap Equity 23.7036- 21.711045 $514.63- Intemational Value 23.1420- 17.202954' $398.11- Mid-Cap Growth 16.7801- 9.067276 $152.15- Equity Index 6.2063- 22.184004 $137.68- Sm211-C2p Index 8_1183- 15.942948 $129.43- Inflation Managed 47.7734- 19.107074 $912.81- Managed Bond 48.3480- 18.493012 $894.10- Fiigh Yield. Bond 9.4182- 15.185436 $143.02- L_arge-Cap Value 27.6114- 14.951801 $412.84- Short Duration Bond 28.8279- 10.722601 $309.11- Small-Cap Value 6.7150- 20.320306 $136.45- American Growth 10.9030- 13.395387 $146.05- American Growth-Income 22.9895- 12.102055 $278.22- International Small-Cap 13.0787- 9.696686 $126.82- Diversified Bond 42.5313- 10.512266 $447.10- Floating Rate Loan 22.4832- 9.359898 $210.44- Total $7,242.49- Page 8 of 14 PACIFIC LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2008 - 12131/2008 i Contract Number ' 1983 Owner 7ERRANCE E STOCK Contract Owners (800) 722-4448 i Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2008 through December 31, 2008 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 05/09/2008 Partial Withdrawal Large-Cap Growth 0.0392- 7.654392 $0.30- Small-Cap Growth 0.0261- 11.506738 $0.30- Emerging Markets 0.0166- 26.536891 $0.44- Diversified Research 0.0246- 12.199381 $0.30- International Large-Cap 0.0528- 11.178918 $0.59- Main Street Core 0.0324- 18.502749 $0.60- Comstock 0.0562- 10.494955 $0.59- Growth LT 0.0174- 25.855861 $0,45- Focused 30 0.0104- 14.409516 $0.15- Mid-Cap Equity 0.0556- 21.396430 $1.19- International Value 0.0504- 17.872523 $0.90- Mid-Cap Growth 0.0320- 9.385954 $0.30- Equity lndex 0.0197- 22.346664 $0.44- , Inflation Managed 0.0884- 18.998819 $1.68- Managed Bond 0.0895- 18.537148 $1.66- High Yield Bond 0.0194- 15.483716 $0.30- Large-Cap Value 0.0603- 14.756210 $0.89- Short Duration Bond 0.0576- 10.420287 $0.60- Small-Cap Value 0.0071- 21.115458 $0.15- Americ2n Growth 0.0443- 13.556111 $0.60- American Growth-Income 0.0371- 12.125593 $0.45- Sma{I-Cap Equity 0.0108- 13.891876 $0.15- Intemational Small-Cap 0.0291- 10.313136 $0.30- Diversified Bond 0.0899- 10.238147 $0.92- Floating Rate Loan 0.0479- 9.398779 $0.45- Long/Short Large-Cap 0.0300- 10.002035 $0.30- Total $15.00- J Page 9 of 14 PACIFIC LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10l0112008 - 12/31/2008 Contract Number 1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2008 through December 31, 2008 Withdrawals ! Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 05l09/2008 Partial Withdrawal Large-Cap Growth 33.9818- 7.654392 $260.11- Small-Cap Growth 22.5720- 11.506738, $259.73- Emerging Markets 14.4279- 26.536891 $382.87- Diversified Research 21.1117- 12.199381 $257.55- Intemational Large-Cap 46.1279- 11.178918 $515.66- Main Street Core 28.1191- 18.502749 $520.28- Comstock 48.3232- 10.494955 $507.15- Growth LT 15.0407- 25.855861 $388.89- Focused 30 8.8560- 14.409516 $127.61- Mid-Cap Equity 48.3427- 21.396430 $1,034.36- International Value 43.4874- 17.872523 $777.23- Mid-Cap Growth 27.6200- 9.385954 $259.24- Equity Index 17.2281- 22.346664 $384.99- Inflation Managed 76.6884- 18.998819 $1,456.99- Managed Bond 77.8507- 18.537148 $1,443.13- High Yield Bond 16.8273- 15.483716 $260.55- Large-Cap Value 52.3956- 14.756210 $773.16- Short Duration Bond 50.2625- 10.420287 $523.75- Small-Cap Value 6.1832- 21.115458 $130.56- American Growth 38.5745- 13.556111 $522.92- American Growth-lncome 31,7947- 12.125593 $385.53- Small-Cap Equity 9.4005- 13.891876 $130.59- International Small-Cap 25.4385- 10.313136 $262.35- UiVersified Bond 77.1770- 10.238147 $790.15- Floating Rate Loan 41.7746- 9.398779 $392.63- Long/Short Large-Cap 25.7128- 10.002035 $257.18- Total $13,005.16- Page,10 of 14 PACIFiC LIFE Variable Annuity Quarterly Statement P.O. Box 2378. Omaha, NE 68103-2378 Statement Period 10/01/2008 - 12/31/2008 Contract Number 1983 i Owner TERRANCE E STOCK Contract Owners (800) 722-4448. ' Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2008 through December 31, 2008 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 05/09/2008 Withdrawal Charge Large-Cap Growth 2.5580- 7.654392 $19.58- Small-Cap Growth 1.6990- 11.506738 $19.55- Emerging Markets 1.0860- 26.536891 $28.82- Diversified Research 1.5886- 12.199381 $19.38- International Large-Cap 3.4717- 11.178918 $38.81- Main Street Core 2.1164- 18.502749 $39.16- Comstock 3.6370- 10.494955 $38.17- Growth LT 1.1320- 25.855861 $29.27- Focused 30 0.6662- 14.409516 $9.60- Mid-Cap Equity 3.6389- 21.396430 $77.86- International Value 3.2732- 17.872523 $58.50- Mid-Cap Growth 2.0786- 9.385954 $19.51- Equity Index 1.2968- 22.346664 $28.98- Inflation Managed 5.7725- 18.998819 $109.67- Managed Bond 5.8596- 18.537148 $108.62- High Yield Bond 1.2665- 15.483716 $19.61- Large-Cap Value 3.9441- 14.756210 $58.20- Short Duration Bond 3.7830- 10.420287 $39.42- Small-Cap Value 0.4655- 21.115458 $9.83- American Growth 2.9035- 13.556111 $39.36- American Growth-Income 2.3933- 12.125593 $29.02- Small-Cap Equity 0.7076- 13.891876 $9.83- International Small-Cap 1.9150- 10.313136 $19.75- Diversified Bond 5.8087- 10238147 $59.47- Floating Rate Loan 3.1440- 9.398779 $29.55- Long/Short Large-Cap 1.9356- 10.002035 $19.36- Total $978.88- Page 11 of 14 AL PACIFic LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, vE 68103-2378 Statement Period 10/01/2008 - 12/31/2008 Contract Number •1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2008 through December 31, 2008 Withdrawals I Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 11/15/2008 GMWB Fee Large-Cap Growth 1.9730- 4.130827 $8.15- Small-Cap Growth 1.3112- 6.307336 $8.27- Emerging Markets 0.8380- 13.102791 $10.98- Diversified Research 1.2262- 7.307244 $8.96- International Large-Cap 2.6780- 6.497420 $17.40- Main Street Core 1.6326- 10.755625 $17.56- Comstock 2.8048- 6.506676 $18.25- Growth LT 0.8734- 14.769469 $12.90- Focused 30 0.5198- 6.752199 $3.51- Mid-Cap Equity 2.8068- 12.512551 $35.12- International Value 2.5247- 8.729899. $22.04- Mid-Cap Growth 1.6036- 4.720588 $7.57- Equity Index 1.0005- 13.733216 $13.74- Inflation Managed 4.4521- 16.367486 $72.87- Managed Bond 4.5193- 17.122182 $77.38- High Yield Bond 0.9765- 11.756481 $11.48- L.arge-Cap Value 3.0420- 9.618522 $29.26- Short Duration Bond 2.9179- 9.863357 $28.78- Small-Cap Value 0.3591- 13.422827 $4.82- American Growth 2.2390- 7.262327 $16.26- American Growth-Income 1.8459- 7.318939 $13.51- Small-Cap Equity 0.5455- 9.367184 $5.11- International Small-Cap 1.4762- 5.040063 $7.44- Diversified Bond 4.4808- 9.179128 $41.13- Floating Rate Loan 2.4254- 7.450359 $18.07- Long/Short Large-Cap 1.4941- 6.090553 $9.10- Total $519.66- I Page 12 of 14 PACIFic LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 10/01/2008 - 12/31/2008 Contract Number 1983- Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from January 1, 2008 through December 31, 2008 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 12/22l2008 Partial Withdrawal Large-Cap Growth 23.4530- 4.101396 $96.19- Small-Cap Growth 15.5781- 6.473207 $100.84- Emerging Markets 9.9570- 13.954065 $138.94- Diversified Research 14.5702- 7.356782 $107.19- International Large-Cap 31.8347- 6.974471 $222.03- Main Street Core 19.4059- 11.166704 $216.70- Comstock 33.3488- 6.739666 $224.76- Growth LT 10.3801- 15.384184 $159.69- Focused 30 6.1815- 6.995098 $43.24- Mid-Cap Equity 33.3635- 12.748062 $425.32- International Value 30.0126- 9.191144 $275.85- Mid-Cap Growth 19.0615- 4.755135 $90.64- Equity Index 11.8899- 14.033702 $166.86- Inflation Managed 52.9262- 16.443474 $870.29- Managed Bond 53.7280- 17.051072 $916.12- High Yield Bond 11.6133- 11.346474 $131.77- Large-Cap Value 36.1601- 9.751626 $352.62- Short Duration Bond 34.6883- 9.838760 $341.29- Small-Cap Value 4.2675- 13.933180 $59.46- American Growth 26.6216- 7.485663 $199.28- American Growth-Income 21.9428- 7.509065 $164.77- Small-Cap Equity 6.4875- 9.627724 $62.46- International Small-Cap 17.5562- 5.197017 $91.24- Diversified Bond 53.2637- 9.431943 $502.38- Floating Rate Loan 28.8300- 6.695102 $193.02- Long/Short Large-Cap 17.7459- 6.284271 $111.52- . Federal Withholding $626.45 I Total $5,638.02- I i ,I I 'I , i I I ~i I ~I i ~I / ~_y-~ Deparlment of the Treasury - Intemai Revenue Service Form 104o U.S. Individual income Tax Return 2008 ss IRSUseOnly - Donotwriteorstapleinthisspace. For the ear Jan 1- Dec 31, 2008, or other tax ear be innin , 2008, endin , 20 OMB No. 1545-0074 Label Your first name MI Last name Your social security number (Seeinstructions.) Terrance E Stock If a Joint retum, spouse's first name MI Last name USe the Spouse's social security number ' lRS label. Otherwise, Home address (number and street). If you have a P.O. box, see insWctlons. Apartment no. piease print You must enter your ortype. 10937 SW 86th Terrace ~ socialsecuriry A Ciry, town or post office. If you have a forelgn address, see insWctions. State ZIp code number(s) above. Presidential Ocala Checking a box belowwill not Election FL 3 4 4 81 change your 1ax or refund. Campaign ~ Check here if you, or your spouse (f filing Jointly, wanl$3 to go lo this fund? (see instructions). You 11 Spouse Filltlg StetUS ~ Single 4 Head of household (with qualifying person). (See 2 Married filing jointly (even If only one had Income) instructions.) If the quaiifying person is a child eo n seParatelY• Enter sPouse's SSN above & full nme her d:pendent, enter this child's 3 X Marrled flll9 Check only one box. _ name here. ? Cecelia Stock 5 n Qualifyin widow(er) with dependent child (see insiructions) Exemptions 6a X Yourself. If someane can claim you as a dependent, do not check box 6a. . on 6a a de6bea 1 I 6 Spouse . . . . . . . . . • • . . . ' No. of children c Dependents: (2) DependenYs (3) DependenYs (4) ~ on ec who: ' social s. ' relationship qu alifying " ~iYed t0 OU ~~~d for child with you (1 j First name Last name Y rax credit • did not (sae instrs) live with you due to divoree , orsepara8on (see instrs) . If R10fB Yh8f1 Y~Dependents four dependents, - ~ on sc not entered above - see instructions. Add numbers d Tofal number of exem tions clai lj^es • • . . above . . . 11- 7 Wages, salaries, tips, etc. Atta rm(s ~.-2 7 2281,964. {ncome g a Taxable interest. Attach Sch uired . : 8a b Tax-exempt interest Do not inclu - • Sa I 8 bl Attach Forrn(s) 9 a Ordinary dividends. Attach Schedule B i r d . . . . . 9a W-2 hem aso b Qualifled dfvidends (see Instr~ . I 9 bl { ~ FO~ V1F2G and 1099-R 10 Taxable refunds, credits, or tale and locai.income taxes (see insiruclions) . . . . . . . . . . . . . 10 'rftacussmhttpJd 11 Alimony received. . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 If you did not 12 Business income or (loss). Atta - : - • ' dule C or GEZ . . . . . . . . . . . . . . . . . . 12 gel a W-2, 13 Capital gain or Qoss). Af~ zi : . d, iF no reqd, ck here . . . . . . . . . . . . . . . 0- 13 see Instructlons. 14 Other gains or (losse . Atta " rm 4797 . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 a IRA distributions . . . 15 a b Taxable amount (see instrs) 15 b 19,285. 16 a Pensions annui e~s " 16 a• b Taxable amount (see instrs) 16 b 56,708. 17 Rental re al es yal4es, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . 17 Enclose, 6ut do 18 Farm i me or .ttach Schedule F . . . . .1$ nolattach,any 19 Une, Sation . paymeni. Also, W ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 please use 20 a Social se e eBls. L20 a l I b Taxabfe amount (see instrs) 20 b Farm1b40-V. 21 Other income _ ELED DEBT INCOME 21 4,677. 22 Add the amoun 'the far right column for Iines 7 throu9h 21. This is our total income . ? y 22 109, 634. 23 Educator expenses (see instructions) . . . . . . . . . . . . . 23 Adj usted 24 C~~bsiness expenses of reservists, performing artists, and fee-basis Gfoss gCy~jnveme~,~t officials. Attach form 2106 or 2106-EZ . . . . . . . . . . . 24 r ~ InCOme 25. , ealth sngs account deduction. Attach Form 8889 25 2~ , ov' g ~p penses. Attach Form 3903. . . , . . . . , . . 26 nof self-empioyment tax. Attach Schedule SE 27 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . 28 ~ 29 = elf-employed health Insurance deductlon (see instructions) . . . . . . . 29 ..k. _ 'R' ° 30 :enalty on earlywithdrawal of savings . . . . . . . . . . . . . 30 Alimonypald h Redpient'sSSN. , 31 a 8,225 IRA deduction (see instructions) . . . . . . . . . . . . . . . . 32 W33 Student loan interest deduction (see instructions) 33 34 Tuition and fees deductiun. Attach Form 8917 34 35 Domestic produciion activities deductlon. Attach Form 8903. 35 36 Add lines 23 - 31 a and 32 - 35 . . . . . . , . . . . . ± 36 8,225. 37 Subtract line 36 from line 22. This is your adjusted gross income 37 101,409. BAA For Disclosure, Privacy Act, and Paperwork Reduction Att Notice, see instructions. FDia0112 tonaioa Forrn 1040 (2008) Form 1040 (2008) Terrance E Stock Page 2 Tax and 3$ Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . 38 101, 409. CI'edlts 39 a Check ~ e You were bom before January 2, 1944, 8 Blind. Total boxes if: Spouse was born before January 2, 1944, Blind. checked ? 39 a Standard b If your spouse liemizes oii a separate return, or you were a dual-status alien, see instrs and ck here > 39 b Deducfian _ c Check if stantlard deduction includes real estate taxes or disas(er loss (see instructions) 39 c for - 40 rientmddeductiort, (from Schedule A) oryour standarrl deduction (see left margin) . . . . . . , . . . . . 40 + 37,898. ° People who 41 Subtract line 40 from line 38 checked any box • • • • • • • • • • • • • • • • • • • • . . . . . . . 41 63,511. on line 39a, 39b, 42 If Iine 38 is over $119,975, or you provided housing to a Midwestem displaced individuai, see instructions. I MR i or 39c or who Otherwise, multipty $3,500 by the total number of exemptions claimed on Iine bd 42 3,500. can be Gaimed 43 Taxabte irx;«re- Subtract line 42 from I(ne 41. as a deperident, If line 42 is more than line 41, enter -0- : see instructions. . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . . 43 60,011. 44 Tax (see instrs). Check if any tax is from: a Form(s) 8814 0 All othets: b. Form 4972 . . . . . . . . . . . . . . . . 44 11,350. Single or Married 45 Algernative minimum tax (see instruG.tions), Attach Form 6251 . . . . . . . . . . . . . . . . 45 fifing separately, 46 Add lines 44 and 45 . . . . . . . . . . . . . . . . . . . . . . . . . ? 46 11,350. $5,450 47 Foreign tax credit. Attach Form 1116 if required 47 Married filing 4$ Credit for chlid and dependent care expenses. Attach Form 2441 49 jointly or 49 Credit for the elderly or the disabled. Attach Schedule R . . 49 widow e 9, 30 Education credits. Attach Forrn 8863 . . . . . . . . . . . . . . 50 $10,940 ~ 51 Retirernent savings contributions credit. Attach Form 8880 51 Head of 52 Chiid tax credit (see insfructions). Attach Form 8401 if required . 52 household, 53 Crediks from Form; a[] 8396 b~ 8839 c~ 5 53 $8,000 54 Other crs from Form: a~ 3800 b~ 8801 c~ 54 55 Add lines 47 through 54. These are your to~tal c.redi 8-0. . . . . . 55 56 Subtract line 55 from line 46. If line 55 is rtt~~e~th~ lirte~ - 56 11,350. 57 Self-employment fax. Attach Schedule SE . , , . . . , 57 Other 58 Unreported sociai securiry and Medicare tax fro"rn;~o a~ 8919 . 5$ Taxes 59 Additlonal tax on IRAs, other qualiBed retire . la ach cifm 5329 If required 59 c~ m 60 Additional taxes: a~ AEIC payments = House ' ployment taxes. Attach Schedule H . . . . . . 60 61 Add lines 56-60. Thfs Is our total ta~c _ . AN . . . . . . . . . . . . . . . . . . . . . . . . ? 61 11,350. Payments 62 Federal income taxwithheld fro~: and 1099 62 15,570. If you have a 63 2008 estlmated tax payments and amoun p• om 2007 return 63 qualifying 64a Earned income credit (EIC). . . . . . . . . . 64a child, attach b Nontaxable combatpay election I 64 bI Schedule EIC. F 65 Fxcess socfal security and Ue11,1011 tax withheld (see instructions) 65 66 Additional child tax cred1 Form 8812 . . . . . . . . . . 66 67 Amount paid witrequet r I ee Insfructions) . 67 68 Credifs from Form: a~i' b c[] 8801 d~ 8885 68 69 First-time homebuye~~ edi . ch Form 5405. gg 70 Recove rebate cr~ ~ ry (see w.. sheet) . . . . . . . . . . . . 70 0. 71 Add ifnes 62,&V. h 70. ~ _ . r totai payments . . . . . . . . . . . . . . . . . . . . . . . ? 71 15,570. Refund 72 If Iine 71 Is mo e•t ai~~11n, 61, s. act line 61 from line 71. This Is the amouM you ouer}raid 72 4,220. Direct deposit? 73a Amount .,f li ~ant refunded to you. (f Form 8888 is attached, check here 73a 4,220. See instructions 0- b Rou n, u•• 1~ ~ c Type: X Checking Savin s and fiil in 73b, . d Accoun'fi° i~er ~ 9 73c, and 73d or ~ 6 Form 8888. 74 Amount of line 7,~. appfiedtoyar2009estirretedtax . 74 I Amou nt 75 Airnurrt you owe, S~iibUact line 71 from line 61. For details on how lo pay, see insUuctions 75 YoU OW@ 76 Es.tir.r Iated tax penalty (see instructions) . . . . . . . . 176 ( x~~r°>.~ - . . . . Third Party Do y~o~u wantYa~~low anofher person to discuss this retum wifh the IRS (see instructions)7...... oe5~ ~s Yes. Complete the following. X No 11 Desiqnee nartt~ ? Phone Personal identification number (PIN) ? SI Unde~v ,$.~~@ o~'" rJury, I dedare Nat I have ezamined this retum and accompanying schedules and statements, and to ihe bes[ of my knowledge and . gn 6el(ef, tI2E, ~~e, correcf, and complete. Declaration ot preparer (other than taxpayer) Is based on all infortnatlon of whfch preparer has any knowledge. Here ° ~-:r i.A;csignature YollfOCCUpation Daytima Joint retur~ ~ Dale phonenumber See inst;r~~tions. ~ " Orthotist Keep a~'-sPa s signa[ure, If a Joint retum, 6oth must slgn. Date Spouse's occupation for your reco : _~,6„.•. Date Pre are P'r"e' arer's ~ p rs SSN or PTtN Paid signature Checkifself-empioyed Preparer's Frm'sname Self-Pre ared on~ (oryoursif USe . self-employed), ~ address, and EIN ZIP code Phane na Form 1040 (2008) FDIAO t 12 10/13/08 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form 1040) Department of the Treasury ~ AttaCh to FOPm 1040. 2008 Intemal Revenue Service (99} ? See Instructions for Schedule A(Form 1040). nnacnment Sequence No. 07 , Name(s) shown on Form 1040 - Your social security number Terrance E Stock ~ Medical Caution. Do not include expenses reimbursed or paid by others. and Dental 1 Medlcal and dental expenses ;see InsUuctions) . . . . . . . . . . Expenses 2 Enter amount from Form 1040, Ilne 38 2 ~ 3 Multiply line 2 by 7.5% (A75) . . . . . . . . . . . . . . . . . . . 3 4 Subtract.line 3 from line 1. If line 3 is more than line 1, enter-0- . r` qTaxes You 5 State and local (check only one box): Paid a Income taxes, or b ~ General sales taxes ~ . . . . . . . . . . . . . . . . . 5 6 Real estate taxes (see instructions) . . . . . . . . . . . . . g (See 7 Personal property taxes . . . . . . . . . . . . . . . . . 7 265. instructions.) 8 Other taxes. List type and amount ? 9 Addfines5through8 . - "g 265. Interest 10 Home mtg interestand polnts reported toyou on Form 1098 10 541. 1'ou Paid 11 Home mortgage inlerest not reported to you on Form 1098. If paid to lhe person from whom you bought the h'ome, see instructions and show that person's name, identifying number, and address ? - - - - - - - - - - - - - - - - - - - - - - - - - - 1~ Note. 12 Points noi reported to you on Form 1098. See instrs fo s es , 12 Personal 13 Qualified mortgage insurance premium e ins °`o: 13 interest 14 Investment interest. Attach Form 49 equi is not deductible. (Seelnstrs.) . . . . . . . . . . . , , , _ , , , . , 14 15 Add lines 10 through 14 . ~ . . . . . . . . . . . . . . . . . . . . . . . . . . Ig 541. % A ~ Gffts to 16 Gifts 6y cash or check. ff you made any gift o$~50 or - Chariry more, see instrs . . . . . . . . . . . . . . . . . . . . . . 16 37,000. ' If you made 17 Other than by cash or checl a gift and ,~~,0~ gift of $250 or got a benefit more, see instructions. Youvr~ "ttach Form 8283 if for it, see over $500 . . . . . . . . . ~'r;; „ . . . . . . . . . . ~~17 306. instructions. 18 Carryover from prior year . ' , . . . . . . . . , . 18 19 Add lines 16 through 18 , . . ~ . . . . . . . . . . . . . 19 37,306. Casualty and " Theft Losses 20 Casuaity or theft loss e$; ach ~o:.; 4684. (See instructions.) . , 20 21 Unreimburse- loyee'~`,iYsejob travel, union dues, job education, e ~ach r0"~,106 or 2106-EZ if required. (See ins ? - 21 22 Tax-prepa~ras. . . . - 22 (See 23 (Dther expenses u2stment, safe deposit box, etc. List instructions.) type and amount ? " - - - - - - 23 24 Ad.~Iine~~ rough 23 . . . - - - - - - , - - - 24 25 amount Form 1040, iine 38 25 26 Mu Ipl ~ by 2% (.02) . . . . . . . . . . . . . . . . . . . . ±26 - dv'Y ".!p~: ~:~S.ub~ ine 26 from line 24. If line 26 is more than line 24, enter -0- .27 Rjer - from list in the inshuctions. List rype and amount 11 Other 28~b Miscellanequs Deducon - ti ~ 28 Total mized ~orm 1040, line 38, over $159,950 (over $79,975 if lte rnarcied filing separately)? Deductions • ? No. Your deducTion is not limited. Add the amounts in the far right column for lines 4 through 28. Also, enter this amount on Form 1040, line 40. Zg 37,898. ? Yes. Your deduction may be limited. See instructions for the amount to enfer. I 30 If ou elect to itemize deductions 2ven thou h the are less than our standard deduction, check here Itemized Deductions Limited per IRC Sec. 68. BAA For Papervvork Reduction Act Notice, see Form 1040 instructions. Foinoaot iinoioa Schedule A(Form 1040) 2008 F°rm5329 OMB No. 1545-0074 Additional Taxes on Quatified Plans (Including IRAs), and Other Tax-Favored Accounts 2008 ? Attach to Form 1040 or Form 1040NR. Depariment of the Treasury Attachment Internal Revenue Service (99) 1- S0G S0pd1'8t@ ItlStl'UCtI0t1S. Sequence No. 29 Name of fndividual subjed to additional tax. If martied fifing joinlly, see the instrtictions. . Your sociai security number Terrance E Stock Fiil in Your Address Home address (number and sVeet), or P.O. box if mail is not delivered [o your home Apartment number Only ff You Are Filing This Form by Itself and ~ ciry, town orpostoffice Stata ziP wae Not With Your If this is an amended Tax Return return check here . . > n if you only owe the additional 10% tax on early distributions, you may be able to report this tax directly on Form 1040, line 59, or Form 1040NR, line 54, without filing Form 5329. See the instructians for Form 1040, line 59, or for Form 1040NR, line 54. Additional Tax on Early Distributions Complete this part if you took a taxable distribution (other than a qualified disaster recovery assistance or qualified recovery assistance distribution), before you reached age 59-1/2, trom a qualified retirement plan (including an IRA) or modified endowment contract (unless you are reporting this tax directly on Form 1040 or Form 1040NR - see above). You may also have to complete this part to indicate that you qualify for an exception to the additional tax on early distributions or for certain Roth IRA distributions (see instructions). j 1 Early distributions inciuded in income. For Roth IRA distributions, see instructions . . . . . . . . . . . . . . . . 1 9,432. 2 Early distributions included on line 1 that are not subject to the additional tax (see instructions). Enter the appropriate exception number from the instructions: 12 . . . . . . . . . . . . . . . . . 2 15,166. 3 Amount subjecYto additional tax. Subtract line 2 from line 1 . . . . . . . . ~ . . . . . . . . . . . . . 3 4/kJftorol tac Enter 10% (.14) of Ilne 3. Incfude this amount on Form 1040, line 59, or Nf~~fne 54 4 Caution: If any part of the amounf on line 3 was a distribution '7n a SIM RA~'OU may have to include 25% of that amount on line 4 instead of 10% (see instruc ~opj~ ~ Additional Tax on Certain Distributionsf i`QM 5Mn Accounts Complete this part if you included an amount in ir~come, a 104 ~r Form 1040NR, line 21, from a Coverdelfeducation savin s account ESA or a ualifed tuition ro _~QTP N, 5 Distributions included in income from Coverdefl ES QT. . . . . . . . . . . . . . . . . . . . . . 5 6 Distributions induded on line 5 that are not subject~tc3 " ac~tlifijonal tax (see instructions) 6 7 Amount subject to additional tax. Subtract line 6 from i ; ~ . ~ . . . . . . . . . . . . . . . . . . . . . . . 7 8 Add'rtiorol tac Enler 10% (.10) of IIne'7. Include this amount on Form~. ;~e~59, or Form 1040NR, Ilne 54 e = x;~ Additional Tax on Excess Contributions WiTraditionaf IRAs Complete this part if you contributed ~.e~'cYyour traditional IRAs for 2008 than is allowable or you had an amount on line 17 of your 2007 Form 5329. 9 Enter your excess contributions from line 16 of you rm 5329 (see instructions). If zero, go tofine15 r 9 10 If your traditional IRA contributions for 20~8 are le " an your maximum allowable contribution, see instructions. . erwise ter -0- . . . . . . . . . . . . 10 11 2008 traditional IRA distributio~" ~lude~C~cdm.(see instructions) 11 12 2008 distributions of prior year exc~ss,.ccantnbufions (see instructions) 12 13 Add lines 10, 11, and 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 i 14 Prior year excess contri ~Q ~f=tin~ 13 from line 9. ff zero or less, enter -0- . . . . . . . . . . . . . . . . 14 15 Excess contributions for 200 structions} . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Total excess contributions. Add line .rid 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Addtianal tm Enter 6% (.06) of lhe arellerof line 16 orthe value oF your traditional IRAs on December 31, 2008 (including 2008 contributions made in 2009.);,Vn_c[ude fhfs amount on Form 1040, Ifne 59, or Form 1040NR, line 54 . . 17 Pa:rt~fV~~- Addition TazFan Excess Contributions to Roth IRAs Complete part if contributed more to your Roth IRAs for 2008 than is allowable or you had an amount on line 25 of yo••. 0~ m 5329. c~±, 18 EnterttGSS con `r 'u~ions from line 24 of your 2007 Form 5329 (see instructions). If zero, go to line 23 18 19 if y~~`~R th IRA cq~t~ibutions for 2008 are less than your maximum allowable cop~i~"Ltaon see in~str•~ctions. Otherwise, enter-0- . . . . . . . . . . . . . . . . . 19 20 2008stri t~onm your Roth IRAs (see instructions) . . . . . . . . . . . . . . 20 21 Add lines 19v rid 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 ~ 22 Prior year exc~ess contributions. Subtract line 21 from line 18. If zero or less, enter -0- . 22 23 Excess contributions for 2008 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 24 Total excess contributions. Add lines 22 and 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 25 AdcGtional tac. Enler 6°h (.06) of the srrellerof line 24 orthe value of your Roth IRAs on December 31, 2008 (including 2008 contributions made in 2009). Include this amount on form 1040, line 59, or form 1040NR, line 54 . . 25 BAA For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Foinsoiz ovosios Form 5329 (2008) Form 5329 (2008) Terrance E Stock Page 2 Par~lt~ Additional Tax on Excess Contributions to Coverdeil ESAs Compiete this part if the contributions to your Coverdell ESAs for 2008 were more than is allowable or you had an amount on line 33 of your 2007 Form 5329. 26 Enter the excess contributions from line 32 of your 2007 Form 5329 (see instructions). If zero, go to line 31 26 27 If the contnbutions to your Coverdell ESAs for 2008 were less than the maximum allowabie contribution, see instructions. Othennrise, enter-0 - 27 28 2008 distributions from your Coverdell EBAs (see instructions) . . . . . . . . . . . 28 . 29 Add lines 27 and 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 ~ 30 Prior year excess contributions. Subtract Cine 29 from line 26. If zero or less, enter-0- . 30 31 Excess contributions for 2008 (see instructians) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 ' 32 Total excess contributions. Add lines 30 and 31 . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . 32 33 Additionai taz. Enter 6°/a (.06) of the smailer of line 32 or the value of your Coverdell ESAs on December 31, 2008 (including 2008 contributions made in 2009). Include this amount on Form 1040, line 59, or Form 1040NR, line 54 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 . .G Additional Tax on Excess Contributions to Archer MSAs Complete this part if you or your employer contributed more to your Archer MSAs for 2008 than is allowa6le or you ~ had an amount on line 41 of your 2007 Form 5329. 34 Enter the excess contributions from line 40 of your 2007 Form 5329 (see instructions). If zero, go to line 39 34 35 If the contributions to your Archer MSAs for 2008 are less than the maximum allowable contribution, see instruetions. Othen,vise, enter -0 - . . . . . . . . . . 35 36 2008 distributions from your Archer MSAs from Form 8853, line 10 36 37 Add lines 35 and 36 . . . . . . . . . . . . . . . . . . . . . . . . ~ . . . . . . . ~ g7 38 Prior year excess contributions. Subtract line 37 from line 34. If 2!bro or le.`~ ~er , - . . . . . . . . . . . . . . . 38 39 Excess contributions for 2008 (see instructions) . . . . . . . ~ ; : . . . . . . . . . . . . . . . . 39 40 Total excess contributions. Add lines 38 and 39. . . . . • , . . . . , . , , , , . . . . . . . . 40 ~ 41 Additional tax. Enter 6% (.06) of the smaller of line 40 n eI'_f:y^our cher MSAs on December 31, 2008 (including 2008 contributlons made in 2009). Incl >fhis ~orm 1040, line 59, or Form 1040NR, line 54 . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . 41 Pa ' ' Additional Tax on Excess Contri n Health Savings Accounts (NSAs) Complete this part if you, someone on•your be. our employer contributed more to your HSAs for 2008 than is allowable or you had an amount on line 49 of yo' Form 5329. 42 Enfer the excess contributions from line 48 of your 2007 Form 559. If zero, go fo line 47 42 43 If the contributions to your HSAs for 2008 arwhe-& an the maximum allowable contribution, see instructions. Other" ~i`, ter-0- . . . . . . . . . . . . 43 44 2008 distributions from your HSAs from Form 88 , " . . . . . . . . . . . . 44 _ • 45 Add lines 43 and 44 . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 46 Prior year excess contributions. Subtrac~line 45 ~ot?~ line 42. !f zero or less, enter-0-. . . 46 47 Excess contributions for 2008 (see inst6 ri~cans) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 rt : 48 Total excess contributions. Add; i 44s 46 an~`,'; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 49 Additional tax. Enter 6% (.06) of the~s; aller of line 48 or the value of your HSAs on December 31, 2008 (including 2008 contribut'~ clude this amount on Form 1040, line 59, or Form 1040NR, line 54 . . . . . . . . :~In ....................................49 Additional Tax ;cess Accumulation in Qualified Retirement Plans (Including IRAs) Complete this part if you ceive the minirrium required distribution from your qualified retirement plan. 50 Minimum required distribution for 2008~see instructions} . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 51 Amount actually distributed,to you in 2008 . . . . . . . . . . . . . . . . . . . . . . 51 . . . . . . . . . . . . . . . 52 Subtract line 51 from,Jme,:50:. If zero or less, enter -0 - . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 53 Additional tax. Efite 50% ( 5p) of line 52. Include this amount on Form 1040, fine 59, or Form 1040NR, fine 54 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : 53 Un'e~Y ~p altles of perjury , I deqare that I have examined thls form, including aarompanying attachments, and to the best of my knowledge and bellef, it is VLe, CoReCt. 20d cofTlplete. Dederetio0 of preparer (othar than taxpayer) Is 6ased on all inforcnation of which preparer has any knowledge. Sign Here~~pily IfYo~, Are F~I~r~gr~his Form by Itself4a(~Mot With Your Tax Retu ~ rn)t~~ d ~ Your signature Data Date Preparer' s PreParer s SSN or PTIN . Check signature ~ ffself- Paid employed Preparer's Frmsname ~ Use Onl oryours y i self- employed), EIN address and ZIP code Phone no. Foiasotz 01i06ro9 Form 5329 (2008) Form 1099-C Cancellation of Debt 2008 01- Keep far your records Name(s) Shown on Retum Your Sociai Security No. Terrance E Stock I Owned by (check one): ~x Taxpayer ~ Spouse ~ Joint CREDITOR'S Name Street address City State ZIP code CREDITOR'S federal DEBTOR'S 1 Date canceled 2 Amount of debt identification number identificatinn nlir„her canceled 4,677. i DEBTOR'S name 4-te t if included 4 Terrance E Stock 0. _ Street address ~ 10937 SW 86th Terrace ~A.,, -.,ebtdescription City State ZI,~F code ' Ocala FL ~4~,1 Account number 6 Bankruptcy 7 Fair market value (if checked of properly ~ r" F-I - 5...' I I qa1Ay ` II I T III ~ r. Canceled Debt Worksheet 2008 Canceled debt, foreclosures, repossessions, and abandonments ~ Keep for your records Name(s) Shown on Return Social Security Na Terrance E Stock Part I Debt Information 1 Debt description . . . . . . . Copy 1 2 Debt ownership. Check one: a X[~Taxpayer bOSpouse cOJoint 3 T e of debt. Check one: a X Unsecured b=Secured I 4 Information from Form(s) 1099-C, Cancellation of Debt I (a) (b) (c) (d) (e) (fl Creditor's name Date Atimount Interest Fair market cancefed Included value Check for bankruptcy (Box 1) (Box 2) (Box 3) (Box 7) 4,677. 0. Total not reported on Form 1099-C .w``'~'~ ~ Adjustmerit to amounts on Form 1099-C Totals . . . . . . . . . . . . . . . . . 4, 677 . 0 . 5 Information from Form(s) 1099-A, r Abandonment of Secured Property (a) (b) (c) (d) (e) Lender's name rsonally Date of Balance Fair market liable ? acquisition outstanding Value (Box 5) (Box 1) (Box 2) (Box 4) Yes No ~ • Alow ~ Su'.'+ ' . -.~p ~r""'~~ ~ i~?~ Total not reported on 1099-A. . . . . Adjustmentzt.....~ 1099-A. . Totals . . . . . . . . . . . . . . . . f 6'art II Secured Property Information Do nthis part for unsecured debt. , 6 Desc~ation of ~.pperty . . 7 Type Check one: ealn y?; erty Personal Property " a i ' home d Automobile - b nd home e BOther personal property c r real property 8 t,sa~of property. Check one: a ersonal use c Used in a business e Rental property b~Held for investment d B Used in a farm f B Other use 9 Transaction type. Check one: a E Loan modification c Foreclosure f Short sale b Se(ler adjustment d Repossession g Voluntary conveyance e Abandonment h Other transfer Terrance E Stock _ Page2 Part lil Computation of Gain or Loss from Foreclosure, Repossession, Abandonment, Short Sale, Voluntary Conveyance; or Other Transfer of Property Do not complete this part for unsecured debt, loan modifications, or seller adjustments. Acquisition information: 10 Date property was acquired . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Cost of properiy including improvements . . . . . . . . . . . 12 if used in business, accumulated depreciation . . . . . . . . . . . . . 13 Adjusted basis of property. Subtract line 12 from line 11 Disposition information: ~ ~ 14 Date property was transferred , , , , , , , , , , , , , , , , , , , , , , , , , , , , ~ 15 If short sale, sales price . . . . . . . . . . . . . . . 16 Expenses of transfer, if any . . . . . . . . . . . . . Additional debt information: 17 Debt balances before and after transfer of property: a Amount of debt immediately before transfer. b Are you personally liable for repayment of the debt? ..............0 Yes [=No =N/A c If Yes, amount for which you remain personally liable after the transfer of property . . . . . . . . . If Yes, complete lines 18 through 23. If No, complete lines 24 through 26. If personatly liable: ' 18 Amount of debf immediately before transfer less amount for which you remain personally liable after transfer of the prope : 19 Fair market value of properly . . . . . . . . . . . . 20 Excess. Subtract line 19 from line 18 , 21 Applicable selling Price: ~ a Lesser of line . . 18 or line 19 . , . . . . . . . ~ ' b Additional proceeds received . . , 4 . , . c Total appficable selling price. Add lines . . . . . . . . . . . , 22 Adjusted basis of property: a Basis before adjustment. . ~ . , ~ , , , , , , , b Adjustment to basis . . . . . . . , , , , , , , , , , , , , c Adjusted basis. Subtract line 22b f < ~ . • 2a . . . . . . . . . . . . . . . . . . . . . . . 23 Gain or loss. Subtract line 23c from Iine~.0Y . . . . . . . . . . . . . . . . . . . . . . . If not personally liable: 24 Applicable selling price: a Amount of debt immediately ffl-qfdre transfer . . . . . . . . . . . . . . . b Additional P ~ roceeds receive ~ . . . . . . . . . . . , • . c Total a licable sellin . pp g price. Ad 4a and 24b . . . . . . . . . . . . . . . . . 25 Adjusted basis of property . . . . . . . . . . . . . . . . . . . . . . . . . 26 Gain or loss. Subtract li 'ne 24c. . . . . . . . If main home and gain a~~fies, ats4~omplete PartXl. ~ 27 Summary of Gai or Lo ~ Short-Term Long-Term Total a Date acquired . . . . . , , , , . , b Datesold c Sales price . . :y , . . . . . . . . . dCostbasis e Gain exclusion for # main home f Nondeductible (loss) personal assets . . g Taxable gain or (loss) . . . . . . . . . . . . . , Part IV ~ com~om Cancellation of Debt 28 G,~ros~~ rom cancellation of debt: u secu ebt, total amountfrom line 4, column (d) 4, 677. ~ b If se 4.I ed debt with loan modification, amount of reduction . c If sec ~ debt with property transfer, amount from Iine 20 Total gr6ss income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4, 677. 29' - ons and exclusions: a xceptions from Part V . . . . . . . . . . . . . . . . . . . . . . b Exclusion for bankruptcy from Part VI . . . . . . . . . . . . . . . . . c Excfusion for qualified princ:ipal residence debt from Part VII d Exclusion for insolvency from Part Vill . . . . . . . . . . . . . . . . . e Exclusion for qualified farm debt from Part IX . . . . . . . . . . . . . f Exclusion for qualified real property business debt from Part X . . . g Total exceptions and exclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Taxable income from cancellation of debt. Subtract line 29g from line 28d. 4, 677. I Canceled Debt Summary 2008 Keep for your records Name(s) shown on return Social Securitv Number Terrance E Stock , Part I Cancellation of Debt lncluded in Gross Income (a) (b) (c) (d). Schedule, Form, or Statement Gross Exceptions and Taxable Income Exclusions Income 1 Other Income Statement, Line 15: a Taxpayer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,677. 4,677. b Spouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Total . . . . . . . . , . . . 4,677. 4,677. 2. Schedule C: Profit or Loss from Business, Line 6: 3 Schedule E: [ncome from Rental Real Estate and Royalties, Line 3 or 4: px: .a r ~ 5~ . ~GA.k.pa 4 Schedule F; Profit or l.oss from Farming, Line : 0 or~4~: ~ 1' 5 Form 4835: Farm Rental Income, Line M~~, ~ ~ 6 Total . . . . . . . . x ' . . . . . . . . . . . . . . . . 4, 677. 4,677. Part II Tax Attributes ~ if you excluded cancef debt .o; ' c. • e, you must reduce certain tax attributes by the amount excluded. ha nf the tax attributes described on lines 7 through 17 below? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : .?~Yes =No =iVIA If yes, compiete c;1. i: es.- through 17. v~.. (b) (c) {d) (e) Descnptid;. Tax Attribute Adjusted Tax Attribute Reduced Amount Tax Reduction Tax Attribute ~ Attribute Amount Adjustment factor ~ b minus d { ) ~ ) 7 Net operati~loss fa~008 . . . . . . . . x 1 8 Ne ting aS;~arryover to 2008 x 1 9 oss or 2008 . nr~~ ..........x1 10 apital los' :,rryoverto 2008. . . . . . . . . . X i 11 a~ssive actim loss carryover from 2008 x 1 12 us ss credit carryover to 2008 x 3 13 Genex~~.:. r siness credit carryover from 2008 . x 3 14 Minimu`m~, ax credit available as of 1/1/2009 x 3 15 Foreign tax credit carryover to 2008 x 3 16 Foreign tax credit carryover from 2008 x 3 17 Passive activity credit carryover from 2008. x 3 18 Total Terrance E Stock Page2 Part Iil Tota( Basis of Property Before Reduction In addition to the tax attributes shown in Part II, the basis of property must be reduced by the amount of canceled debt excfuded. Enfer the basis of property on lines 19 through 24. 19 Qualified farm property Property description Basis Total 20 Farm land Property description Basis Totar 21 Other farm property Property description ` Basis ~ Total . . . . . . . . . . . . . . . . . • . . . • 22 Depreciable real property used ii~business Property description Basis ~ Total........... 23 Other depreciab F°; ~ ; • • Property description Basis ~ -x ~ ~F^'~"pY?_°~ ~ . ~ ,.,.r. TOfa . . ~ ;:;r . . . . . . . . . . . . - . 24 ~ondeprec~bie property z~"~~asis of pnncpai residence . . . . . . . . . . . . . . . ~ AM~~ Proper~~d ~scription Basis Total Terrance E Stock - - - - - - Page 3 Part IV Reduction of Tax Attributes The order in which tax attributes are reduced is shown in lines 27 through 45. You may elect to reduce the basis of depreciabfe property before other tax attributes (on line 32 rather than on line 40). 25 Do you elect to reduce the basis of depreciable property before other tax attributes? ....>~Yes ~ No ~ N/A Tax Attribute Exclusion (a) {b) (c) (d) (e) (fl (9) (h) - Description Amount Bankruptcy Qualified Insolvency Qualified Qualified Total Residence Farm Real Debt Debt Property • Business Debt 26 Exclusion amounts. . . . . . . , . . Appiied to reduce: 27 Basis of principal = residence . . . . . . . 28 Basis of real property (business) . . - 29 B asis of farm ~ depreciable property. . . . . . . . 30 Basis of farm land . . . . . . . . . . 31 Basis of other farm property . . . . . 32 Basis of depreciable property. . . . . . . . Carryovers: 33 Net operating loss . 34 Net operating loss*. 35 Business credit . . . 36 Business credit' . . 37 Minimum tax credit'` 38 Capital loss . . . . . . 39 Capitai loss* 40 Basis of depreciable ~ property. . . . . . . . 41 Basis of ~ nondepreciable property. . . . - . ~ CarryoveGS; 42 Pa loss~: . . . . . . 43 •1'~ive activty = . cre i 44 Foreign -e dit.. 45 Foreign tax credit' . 46 Total applied to reduce tax attributes . . . . . . . . . . . . . . . " Carryover from 2008 to 2009 Terrance E Stock _ Page4 Part V Total Basis of Property After Reduction 47 Qualified farm properfy Basis - Basis Before After Property description Reduction Reduction Reduction Total 48 Farm land - Basis Basis Before After Properry description Reduction Reduction Reduction Totai ~ 49 Otherfarm property ' ~y~, Basis Basis Before After Property description Reduction Reduction Reduction ~ Total . . . . . . . . . . . . . . . . . . . . . . . . . 50 Depreciable real property used i.wness Basis ~ Basis Before After Properry description - Reduction Reduction Reduction Total . . . . . . . . . . . . . . . . . . . I y. . ~ 51 Other depreciable prop: ~ Basis Basis Before After Pro ertY descn tl Reduction Reduction Reduction ~ p ~ 3y"~ .c"~"' . Total . . . . . . . . . . . . . . . . . . . . . . . . . . 52 f~ondepreciable property -~AKUM,~ Basis Basis Before After Property description Reduction Reduction Reduction Totai Tax Paymen#s Worksheet 2008 ~ Keep for your records Name(s) Shown on Return Social Security Number Terrance E Stock Estimated Tax Payments for 2008 (If more than 4 payments for any state or locality, see Tax Help) Federal State Local Date Amount Date Amount fD Date AID 1 04/15/08 04/15/08 04/15/08 2 06%16/08 06/16/O8 06/16/08 3 09/15/08 09/15/08 09/15/08 4 O1/15/09 O1/15/09 O1/15/09 5 A Tot Estimated ~ . Payments . . . ~ . ktirsFr Tax Payments Other Than Withholding ~ ederal State ID Local ID (if multiple states, see Tax Help) 6 Overpayments applied to 200&k 7 Credited by estates and trusts 8 Totals Lines 1 through 7... 9 2008 extensions . . . . . AM - I Taxes Withheld From: Federal State Local d±N.. 'f0 Forms W-2 - . . . . . . 3,602. 11 Forms W-2G . . . . . . . . . . 12 Forms 10~ . . . . . . . . . . . . . . 11, 968. p, 13 Forms 1099-M 1099-G . . . . . . . . . . . " 14 Schedules K-1 . . . . . . . . . . . . . . . . . 15 Forms 1099-INT, DIV and OID . . . . . . . . . . . 16 Social Security and Railroad Benefits . . . . . . . ~ a~ 17 Form1,~~9~'" -21 . . . . St Loc 18 a Other~hhold:! g St _ Loc b Other~RtWjhol~g . . . . St Loc ; . tYt''I d ng . . . . St Loc AlTo a''~ithholding Lines 10 through 18c. 15,570. 0. Total -rz Payments for 2008 . . . . . . . . . . . 15,570, 0. ` ~l9jn.. Prior~,~ ea r~Taxes Paid In 2008 State ID Local lD (If multiplFstates or localities, see Tax Help) 21 Tax paid with 2007 extensions . . . . . . . . . . . . . . 22 2007 estimated tax paid after 12131/07 . . . . . . . . . 23 Balance due paid with 2007 return . . . . . . . . . . . , 24 Other (amended returns, installment payments, etc) Charitable Contrihutions Summary 2008 ~ Keep for your records Name(s) Shown on Retum Social Security Number Terrance E Stock Cash Contributions Summary (a) (b) (c) (d) Name of Charitable Organization Totai 50% 30% 100% Limit Limit Limit Marie P Stock 37,000. 37,000. Totals: 37, 000. 37, 000. Non-Cash Contributions Summary Total Other Property Capital Gain Property a Name of Charitable Organization Total 00 :1 30% 30°% 2p%o t Limit Limit Limit Divine Providence Ministries ~W_ AW ..e~ 7-~~.' a ,t~'_...'sly Totals: 306. 306. 4n~~ Contribution Carryov~s7;o~20U9 Tpta Cash and Other Capital Gain Non-Capifal Gain Property ProperLy ~ (b) (d) (e) (fl ~F""~~1 100% 50% 30% 30% 20% i~. Limit Limit Limit Limit Limit 1 2008 contributior~~ ; hp.6 . 37,306. 2 2008 contribuuttt : aliowed 37,306. 0. 37,306. 0. 0. 0. 3 Carryovers from: } ~ - a 2007 tax year . . . . b 2006 tax year . . . . ~ c 2005 tax year . . . . d 2004 tax y t~ ~ry,, . e 2003 ta r:~ ~ 4 Carry ove,r5 allowed08 ; ' 5 over 'I a Ed i ~DOS Carryu e.;s to 2009: From 20 : ~ . . . . . 0. 0. 0. 0. 0. rom20(~ ~ 20Q F < {slOsS . . . . . e Fro rn.. ;04 . . . . . • f From 2D03 . . . . . Special Situations in Your Return for Current Year ponations as the entire interest given for all property donated to all charities? ~X Yes No 2 Were restrictions attached to any charities's right to use or dispose of any properly donated to any charity? . . . . . . . . . . . . . . Yes [~X No 3 Did you give to anyone other than the charity the right to income from any of the donated pcoperty or to possession of any of the donated property. Yes X No 4 Was any charity other than a 50% chariry? ~ Yes X I No Federal Carryover Worksheet 2008 ~ Keep for your records Name(s) Shown on Return Social Security Number Terrance E Stock 2007 State and Local Income Tax Information (See Tax Help) (a) (b) '(c) (d) (e) (fl (9) State or Paid With Estimates Pd Total With- Paid With Total Over- Applied Locai ID Extension After 12/31 held/Pmts Return a ment Amount Totals . . Other Tax and Income Information 2007 2008 1 Filingstatus 1 3 MFS 3 MFS 2 Number of exemptions for blind or over 65 (0 - 4). 2 3 Itemized deductions after limitation. . . . . . . . 3 0. 37,898. 4 Check box if required to itemize deductions..:, . s 4 El- 5 Adjusted gross income " 5 46, 221. 101, 409. 6 Tax liability for Form 2210 or Form 2210-F* ..x. 6 5,793. 11,350. 7 Alternative minimum tax. . . . . . . . . . , , , , , , 7 8 Federai overpayment applied to next, e:ar es#imate 8 . . QuickZoom to the IRA Information Wn' e for IRA information (see Tax Help) Excess Contributions ~ 2007 2008 9 a Taxpayer's excess Archer M~ •:tributions as of 12/31 9 a b Spouse's excess Archer MSA as of 12131 b ' 10 a Taxpayer's excess Coverd. con utions as of 12/31. 10 a b Spouse's excess Coverd S tributions as of 12/31. b ~ 11 a Taxpayer's excess HSA. tributi as of 12/31 Ila I b Spouse's excess'`, co "I as of 12/31 . . . . . . . . . b Loss and Expen G< 2007 200$ 12 a Short-term caN!pr . . . . . . . . . . . . . . . . . 12 a b AMT Short-teross . . . . . . . . . . . . . . . . . p 13 a Long-ferm capital loss . . . . . . . . . . . . . . . . . . . . . . . . 13 a b AMT Lqng=term capital loss . . . . . . . . . . . . . . . . : . . . . b 14 a Net operatinff Idss available to carry forward 14 a b AMT~et ope~ g loss available to carry forward . b A111"Nionre verneest expense disallowed . . . . . . . . . . . . . . 15 a Invement interest expense disallowed . . . . . . b p~ ured net Section 1231 losses from: a• 2008. 16 a b 2007. . . b ;~•'c 2006. . . c d 2005. . . d ` e 2004... e f 2003 . . . f ~~0':"~. ~ Federal Carryover Worksheet page 2 2008 Terrance E Stock Loss and Expense Carryovers (cont'd) 2007 2008 17 AMT Nonrecap'd net Sec 1231 losses from: a 2008. 17 a1~ ~W'WW b 2007 . . . b c 2006. . . c d 2005. . . d e 2004. . . e f 2003. . . f ' Credit Carryovers 2007 200$ 18 General business credit . . . . . . . . . . . . . . . . . . . . . 18 , 19 Adoption credit from: a 2008 . . . . . . . . . . . . . . . . . 19 a b 2007 b c 2006 . . . . . . . . . . . . . . . . . c d 2005........... d e 2004 . . ~ e f 2003 . . . ~ f ~ , 20 Mortgage interest credit from: a 2008 20 a b 2007 . , b c 200~ . . } . . c d 2d~35 . . . d 21 Credit for prior year minimum tax. . - , 21 22 District of Columbia first-time homeb er cr.~i. 22 23 Residential energy efficient prope -i . . . . _ . . . . . . 23 24 Amount overpaid less earned income cre y . . . . . . . . . . . 24 3, 508 . ~ ~vt Other Carryovers 2007 2008 25 Section 179 ex ense deductio • is;a,I. . . . . . . . . . . . 25 26 Excess a Taxp~ rm~, line 46) 26 a foreign b Ta _ • : er ; 2555, line 48) . . . . . . . b housing c Sp (Fo 555, line 46) . . . . . . . . c deduction: d Spo r. 2555, line 48) . . . . . . . . d ~ I . Federal Carryover Worksheet page 3 2008 Terrance E Stock Charitable Contribution Carryovers 27 2007 Carryover of Other Property Capital Gain ~ charitable contributions from: (a) 50% (b) 30% (c) 30% (d) 20% a 2007 b 2006 c 2005 . d 2004 e 2003 28 2008 Carryover of Other Property Capital Gain charitable confributions from: (a) 50% (b) 30% (c) 30% (d) 20% a 2008 ~ b 2007 . . . . . . . . . . . . . . c 2006 . . . . . . . . . . . . . . d 2005 . . . . . . . . . . . . . . , e 2004 . . . . . . . . . . . . . . ~ A,, Estimated Rebate Due to Economic Stim s Act of 200 29 Totai estimated economic stimulus > culated on your 2007 tax retum 600. 2007 State Capital Loss Carryovers (For users n,:- ansferring from the prior year) State Short-term AM erm Long-term AMT Long-term Capital Loss AMT Capital Loss ID Capital Loss Capi a as apital Loss Capital Loss (combined ~ ) (combined for State for State for State for State for State ~ ~,.~~"a".•~, fd - K a~. Terrance E Stock 1 Explanation Statement Form/Line: Farm 8283 (Divine Providence Ministries) Explanation of: Additional Information on Donated Pro ert Propertv donated: Clothing, Fdotwear, Accessories & To charitabTe or anization. Divine Providence Ministries Amount deducted: $306 (Fair market value) Fair market value of ro ert :$306 a F ~ I ~ ~ ~ , ~ • 9 '"~1 , , ~ I December 31, 2009, year-to-date statement Page >1 of 1 _ ~;A, ordy Vtgu ° Voyager Services > 800-284-7245 TERRANCE E STOCK 10938 SW 86TH TER www.vanguard.com OCALA FL 34481-5384 Retirement suinmary Your retirement information is reported forthe 2009 tax period. 2009 Contributions $0.00 2009 Distributions $39,333.33 Wellington Fund Inv (IRA) 0 2506 Date Transaction Amount Share Price Shares Transacted Total Shares Owned Value - Beginning balance on 12/31/2008 $24.43 ' 0.000 $0.00 08/31 Employee asset trnsfr $79,502.08 27.37 2,904.716 2,904.716 09/14 Normal distribution -30,000.00 27.91 -1,194.315 1,710.401 Federal withholding -3,333.33 09/28 Income dividend .207 354.05 27.98 12.654 1,723.055 10/01 Systematic distribution -2,000.00 27.47 -72.807 1,650.248 10/30 Systematic distribution -2,000.00 27.73 -12.124 1,578.124 12101 Systematic distribution -2,000,00 29.23 -68.423 1,509.701 12/28 Income dividend .247 372.90 28.98 12.867 1,522.568 Ending 6alance on 12/31/2009 $28.85 1,522.568 $43,926.09 ~ ~ T O O 0 O O Om A ~ ~ N ~ ~ W N O N A W O GJ , ~ December 31, 2010, year-to-dFte statement Page >1 of 1 V'~gmard~ Voyager Services > 800-284-7245 TERRANCE E STOCK 10938 SW 86TH TER www.vanguard.com OCALA FL 34481-5384 ~ Retirement summary Your retirement information is reported for the 2010 tax period. 2010 Contri6utions $0.00 2010 Distributions -$24,000.00 The Fair Market Value (FMV) of your IRA determined as of December 31 is being furnished to the Internal Revenue Service. Wellington Fund Inv {IRA} 2506 Date Transaction Amount Share Price Shares Transacted Totai Shares Owned Value Beginning balance on 12/31/2009 $28.85 1,522.568 $43,926.09 01/04 Systematicdistribution •$2,000.00 29.19 -68.517 1,454.051 02/01 Systematic distribution ~-2,000.00 28.57 ` -70.004 1,384.047 03/at Systematic distribution -2,000.00 28.96 -69.061 1,314,986 03/29 Income dividend .191 251.16 29.75 8.442 1,323.428 04/01 Systematicdistribution -2,000.00 29.89 -66.912 1,256.516 04/30 Systematic distribution -2,000.00 29.94 -66.800 1,189.716 06/01 Systematicdistribution_ -2,000.00 28.04 -71.327 1,118.389 06/28 Income dividend .23 257.23 28.10 9.154 1,127.543 07/01 Systematicdistribution -2,000.00 27,46 -72,833 1,054,710 07/30 Systematic distribution -2,000.00 28.99 -68.989 985.721 09/01 Systematic distribution -2,000.00 28.82 -69.396 916.325 ; 09/27 Income dividend .21 192,43 29.64 6.492 922.817 ~ 0 10/01 Systematicdistribution -2,000.00 29.72 -67.295 855.522 u - 0 11/01 Systematicdistribution -2,000.00 30.25 -66.116 789.406 ~ 12/01 Systematic distribution -2,000.00 X30 -66.007 723.399 ~ ~ ~ 12128 Income dividend 22 159.15 30.95 5.142 728.541 ~ o Ending balance on 12/31/2010 $31.10 728.547 $22,657.63 0 Iy m 0 II ~ O - - l 11111~1~~1~9~Ml~~II~I~ DAVID. R. EILSPERMANN, CLERK OF COURT MARION COINN'i'Y DATE: 12123/2002 01:07:50 PM o' FlLE MUM 2002444878 OR 8K/PG D330719362 RECORdiNG FEES 10.50 GO - - - ~0 q~- DEED DOC TAX 0.70 QUIT-CLAIM DEED THIS QUIT CLAIM DEED, executed tlus At, of 2002, by Marie P. StocY, an unmariied person, whose address is 10937 $,W 86 Terrace, Ocala, Florida 34481, Grantor, to; Marie Philomena Stock, as Tcustcc, of The Marie Philomena Stock Liring Tnlst, dated December 18, . 2002, foc the bene6t and use oPeach named bene5ciary, which includes the Grantor of said tnuK, Grantee, of 10937 SW 86 Terrace, Ocala, Florida 34481. Ttu Graator shall be cntitled to the use and occupancy of a11 real property transferred W the Ttvst; the Grantor retains the possessory rights ta all such real property (including any homestead pmperty), and the Grantor shall rotain all beneficial interest in all such real propcrty for the batancc of the Granrot's Iifc, such intencst bcing hereby dectared to be "equiiabte title to real estate" as that ternt is emplayed in S.6, Art. VII of the State Constitution and pursuant to Florida Statutes 196.041(2) ar successor siatute for the purposes of qualifying for homestead tax exempdon; along wiffi any and a11 other exemptions pemutted bv law. Punuant to Section 689.071(1), Florida Statutes, the Tnustee shall have the power and authority to protect, caa,serve and w sell, lease, encumber or otherwise rnanage and dispose of the real proper#y described herein. 1fie Successor Tiustee shall have a11 of the tsde, powers and discreretiion herein given to Trnstees, withait any act of oonveyance or transfer. A cectificate signed by any Trustee or any successor Tiustee under the trust inshvment and acknowtedgcd by himTher before a Notary Public shall be conclusive cvidcnce upon all persons and !or all purposes of the facts stated in the certificate representing the terms af the uust insUUment and the iden6ly of the Tnlstees who from tirae to time are serving under it (Wherever used herein the terms "Graniar" and "Grantee" shall includo singular and pluraI, heirs, legal representakives and assigns of individvals, and the successors and assigns of corporatioas.) WITNESSETH, tLat the said firantor, for and in considera[ion of the sum of SI0.00 and other good and valuable consideratioq in hand paid by the said Grantee, the receipt whereof is hereby acknowledged, do hereby remise, release and quit-claim unto the said Grrantee forcver, aII the right, titlc, interest, claim and demand which the said Granior t?as in and to the fotlowing descn'bed lM piece or parcel of land, situate, lying and being in the County of Marion, State of Florida, to wit: Lot IS, BIock E, Oak Run Nerghborhood 2, according to plQt th¢reofr¢corded rn Plat Book Y, pages 24 through 33, public records ofMarion County, Florida. Subject to aIl restrictions, rexrvations, easements and covenants of record, if any. Parcel T.D. Number: Ta Have and Hold thc same together with aIl and singuiar ihe appurtenances tl?ereunto belonging or in anywise appertaining, and all the estate, right, title, interest, lien, equity and cIaim whatsoever of the said Grantor, either in law or equity, to tl?e Grantee farever. Recording Reque:sr.er3 13y: DAVIDR.EllSPERMAMI.CLEKKOFCOURT MARION('AUN7Y DA I E. 05l03l2()02 08:57b4 AM ~~1 } FILE NUM 2002049071 OR BlC1PG 03155(1319 RECORDING FEES 6.00 When Recorded Mail 7'0: MARIE P STOCK 10,937 SW 86TH TER OCPcLA, FL 34431-5385 SATISFACTTON dF MORTGAGE IQ70W ALL BY TAESE PRESENT3 that tne u?idarsigned on behalf of the holder of a certn; n-nor•tcane evidencing an indebtedlless in the amount of $255C0.00, ;-,tictise oart.i.es, dal.es and recording information are below, does r•ereby ackno;vledge that it has rece.ived full payment and sati3fac0on o= the same, and in consideration thereof, does hereby cancel and discl:.argP said morcgage. Os•iginal Mortgag<-:r: N,AR--E F. S"OCK, AN UNREMARRED WIDUW Origina7 Mortgagee: BAF.NF"'=' EiANK OF LMARION COUNTY, N.A. Dated: NOVEMBER 03RD, 1993 Bovk: 1976 ?age: 1391 nor_utnent/Instrument: 93-078419 Located in the Courlly of :dAF,IOV, FLORIllA IN pVITNESS WHEREOF HomeSide Lenc3ing, Inc. by the officer duly au--horized, ha3 duly executed the foregoing instrument oz ApLil 22, 2002. 3ank of d:nerir.a succAsscr by reerger to Tatior.sBank, N.A. 9UCcceani• b}' ~Cr,2er t0 HarnFtt Ra-_k. N.A. sucaesFOr by m.erger to Rai-nett 6ur:k ot [farian Counly, N.R. b;; il.n la•~~tul Ar.t.oiz:ey iri Iact a^~e~Vj HomeSi3e Lend:ny, :nc. e• SEAL t~s• U 8y: J. aBP.F,rIRR, viCE PR6SIC&v7 . State of Texas } County oF IIexar 1 The ..oreyoing ir.srr•_iment was ac:rnowledged before me thia April 22, 2002, by J. BFv'1?UER, V?CE PRESIDENT • of HomeSide Le_idincJ, Iac, , a corporation on behaif of the corporut~carl. He/She i.s personally known to me and did take an oath. C. Guol NotwY Pi+611c, srte oi raxes we°°bh"60" (I ? /~j "".L, J13NE 23,2004 , , Notary Public T'his Instrumerit Urer.ared By: Loni1 Number: 12770947 BRIAN FLORES Ii1v. Pool: 601-160 I{omeSide Lending Ir_v, Na. 770947 ..._....L.~_'",...' 1 ..,i~ O. Box 47524 PTC Datec 02-04-08 ~an Antonio, TX 78265-71.14 PEG - PF47 FLORB 4166509:I'lPI:02 MIN Number: - ~ DAVID R. ELLSPERMANN, CLERK OF COURT MARION COt1fYTY DATE: 12l232002 01:07:50 PM ~ FlLE NUM 2002144878 O R 6K1p43 0330711362 RECORDiNG FEES 10.50 ~ • L- c~• vV DEED DOC TAX 0.70 QUIT-CLAIM DEED THIS QUIT CLAIM DEED, executod this _Ljt_day of ~j~Bm i~er • 2002, by Marie P. Stock, an unmarried person, whose address is 10937 SW 86 Terrac;e, Ocala, Florida 34481, Grantor, to: Marie Philomena Stock, as Trustec, of The Maric Philomena Stock Living Trust, dated December 18, : 2002, far the benefit and use of each narned beneSciary, which includes the Grantar of said tnist, Grantee, ' of 10937 SW 86 Terrace, Ocala, Florida 34481. The Grantor shaU be cntided to the use and occupancy of all real property tra.nsfeired to ths Tnist; We Grantor retains the possesso riF~ts to 0 such real roPertY (includin anY homestead Pro IY P S PeMy), and the Granwr shall nxain all beneficial interest in all such real property for the balance of the Grantafs life, such interest bcing hereby declared to be "equitabte dde to real estate" as that term is employed in S.6, Art. VII of the State Constitution and pumuant to Florida Statutes 196.041(2) or successor siatute for the purposes of qualifying for hamestead tax exemptian; along with any and all other exemptions permitted by law. Pursuant to Section 689.071(1), F'lorida Statutes, the Trustet shall have the power and authority to protect, conserve and to sell, lease, encumber or otheiwise manage and dispose of the real property described herein. The Successor Trustee shall have all of the tsde, powers and discredon herein given to Trustees, without any act uf conveyance or transfer. A oertif cate signed by any Trustee or any sucoessor Tzustee under the trust instrument and aeknowledged by himlher before a Notary Public shall be conclusive evidence upoa all persons and for all purposes of the facts stated in the certificate represendng the terrns of the trust instrument and the identity of the Trustees who from dme to rime are setving under it. (Wherever used herein the terms "Grantor" and "Graatee" shafl include singular and pluraI, heirs, legal representatives and assigns of individuals, and the suocessors and assigns of corporations.) WITNESSETH, that the said Grantor, for and in consideration of the sum of $ 10.00 and other good and valuabie consideration, in hand paid by the said Grantee, the receipt whereof is hereby acknowledged, do hereby remise, releasc and quit-claim unto the said Grantee forever, alI the right, title, interest, claim and demand which the said Grantor has in and to the following described lot, pieoe or parcel of land, situate, tying and being in the County of Marion, State of Florida, to wit: _ I ot IS, Block E, Oak Rurr Neighborhood 2, according to plqt thereof recorded irt Ptat Book Y, pages 24 through 33, pu6lie records ofMarion County, Florida. ~ Subject to alI restrictions, reservations, easements and cavenants of reoord, if any. Parcel T.D. Number: To Have and Hold the same together with afl and singular the appurEenances thereunto belanging or in anywise appertaining, and all the estate, righi, tide, interest, iien, equity and ciaim whatsoever of the said Grantor, either in law or equity, to the Grantce forever. . . . FiLe: 2002144e7e OR BOOKlPAGE 0330711363 The preparer of this instrument was neither furnished witb, nor requested to review an abstract on the described property and therefore expresses no apinion as W the wndition of tifle or marketability of the described property. IN WITNESS WHEREOF, the said Grantor has hereunto set their hand and seal the day and year first above written. Signed, sealed and deliverod in the presence of; - Wimess, Roaaid K. Wright Mari P. Stock 2102 SW 2e Place - Suite 302 Ocala, Florida 34474 6~. "AnLP Witness, Corai L. Adams 2102 SW 20 Place - Suite 302 Ocala, Florida 34474 STATE OF FLORIDA) COUNTY OF MARION) , The foregoing instnument was acknowledged befare me this ~dayof J\PPFm6,r 2002, by Marie P. Stock, Ronatd K. Wright, a witness and Coral L. Adams, a witness, each who produced as identification ar each who is pecsoually known to me and eaeh who ctid not take at1~:--- N ture) - P ul Grant Truesdell Paui GrontTruesdep MYCdMMiSSION # CC452694 EXPfRES July tq 2004 (SP.3l) RONDEDi14RUiROYFAINIh15URANCL kNC ttt My Commission Expires: This Instrument Prepared By: Kellean Kai Truesdell, AttorneyAt Law Ketlean K. Truesde!!, P.A. 2142 SW 20 Ptace - Suite 302 Ocala, Florida 34474 **Upon Recarding, Please Return To: Msrie PWlomena Stock 10937 SW 86 TerrACe, Ocala, Florida 34481 I~ I ~I ~ ...e..o... 0531~1 flppgg~' 56052g5 Teachers Insorance and Annuity Associalion . 71AA Callege Retirement Equities Fund CREF 730 Third Avenue New York, NY 10017-3206 212 490-9000 Periodic Payrnent for: TERRANCE EDWARD STOCK Check Date: 03/01/2003 TIAA Net Corctract Payment Payment 158-2 y10,036.54 E10,036.54 Tradit9anal $10,036.54 5tandard ~ 8,322.03 Contractual 1,714.51 Dlvidend Grand Total S10,036.54 $10,036_54 TIAA-CREF reports a(I taxable payments to the governrnent for the year in which they are made. If you have any queslions, please call us at 800 842-2776 weekdays from 8 am to 11 pm ET and weekends 9 am to 6 pm ET. Please Keep This Statemenl for Your Records Payment Amaunt $10,036_54 I`Lr'2'.~ -~--_`L~ j-;~tr~ 'T~}"_`~.1"1.~J"1~ 11~LUL1It7AA~L0L~1Fri-'r'5-_1~ve J ~~ox !~r~EY~ ~301'~ ~~fl6~-~1a~ L P~J~! _ ~ - ~ L , F•~,,~ c, • 71 r T'-'-- T T't' .,r-. ~ : . .r , RLW In!:t~,-~l~ji-,~~~,~ n r~ ~?J,!f"n nliTn -L.~~ ~rt T ~t~nt~I:~tt.~:-~ ~~2:T'" :•~i_~.~~'~_~~'~"IU~~._(1~L_'~~t1~~L_~~J_l`~~t~-~ .1'~ 7~5AAIL?- ~~-T=R~'L-L, ~~1~~kR5~-~-AN~.5,4LC~~i,2~7TS~ st*,r,._..~T`-`~i =L=; ~ ~t:~:~ ~~.:.r: ~ 1., ~t EI_i~~~:. , ~ J ( : ~ fr, ! 1`1, i It ~.~-;~'_it .:.lt...,_.4 , L _'`.1. ,..f.y~..,,;:1-11..~:~i-!~~_:f::i :i- 3 ~1'.-c :n>~". :'e.'r'-li- _ .l:-t:- f~rt.- _c.y._w'^ :ia fr"''t~• t i ~•~~'.e': .~C.:~~:~ ;f'~ ,t~, i t '~7 .~.t: '4~ e T3~ j ^t.i ~E < ..S"V° t. S I: i~ - ,.5605295 - 4~•104: - •.r=.~ - :.v ~71,A -CRn`<TERRANC.E'..EDW~ A~RD:'=STOCK°" /C'~ ~PQUQ47-1'68 . . ` . . . . . . _ i.t• ~f ~i a3t1 ~ . . . . , . ~ } . . . . . , : : . . . t . . . r • . ~ r . , . . . .i.. . . . • st.'. . . . . . . . . ~ . . . : . . . ~ . ' . . . . . ' ~ _ . . • Do~iars"-.'. ' Cants. . 1 . . . ~ ~ PAY 54 Pn ahle On or After ACCOURt "CP$" Month Da vear To the ALLMERICA FINANCIAI_ 03 01 03 Order of F'O $OX 8632 BOSTON MA 02266 CoreStates $ank of Delaware NA Wilmington, DE _ . ~ VICE PAESIDENT AND TREASURER.- L; 11° 56? 5 29 5Ii° lq0 3 b bD0 2 2 SG 00 21-0 b6 3110 g 7 s . ` 730 Third Avenue '(Ipp New York, NY 1 00 1 7-320b CREF ? 212 490-9000 Periodic Payment for: TERRANCE EDWARD STOCK Check Date: 03/01/2004 TIAA Net Cantncct payment Payment '158-2 $9,704.86 $9,704.86 Traditional $9,704_86 Standard 8,322.03 ContraCtual 1,382.83 0lvidend Grand Total S9.704_86 $9.704.86 f PAYYENT 7NCWDES AFTER TAX CONTR7L3UTIONS OF: $238.48 FRQY CREP TIAA-CREF reports all taxable payments to the government for the year in which they are made. If you have any questions, please call us at 800 842-2776 Monday to Friday Erom 8 a.m, to 14 p.m. ET and Saturday from 9 a. m. to 6 p, m. ET. Payment amount $9,7o4_86 Please Keep This Staternent for Your Records „ - • . . ~ ^ 'Ilstl. t ~i' ~~T;~ 51nTLt-TT~l-T1l ._.J'L~ R' 1. f L., 1` r"i3~1~ ;~..1 ~ l~11~i"1f-t_r"E .11.n..~~?~rt1 rT~ L1~ r~ 1 j- L,~~~~_• ~ ~T'k - ,~c~,, r~ n0K-~m ~i~ t . 1 e~ l. {lJ 1tJ••1 1 hl~'~-'C.1 Iji~::'. U i I1 `..~r~: ~Ir~ Y I l'~v + ~ ~ ~''"1~ ~~~r~L_ iL'.. . 1~. ~L~~ • :1~ ~ __,V1~ ; ,J~ ,.ijl. L . 11. , ~ , , ~ ~6607876Trf. 42~1&4~r1 ! i ~:Ll(i:.. i~ ~ L~11L~i ~ l t::~.'L rl'111,=!:!,11~j~ L,;jLf, l r :i.i I l' L r_ CRi LTERRANCE~: EDWARD .STOCK' .-'.TPQ0 .0 487168 .6222 . ~ • _ . ~ . ' . ~ • . ~ 311,' ~ - conts . : ~ ~ , _ ~ PAY ~ 86.'• . . . 1 . . . . . 1 . - Pa able On~or After ' • ` Iltlnt1~1~11I111111i1~1u1~11II ~ . ~ ~ Account "CpS" . , . . Month Da Year ^ ,r0lhQ, 03r O 1 04 . ~,j,MERICA FINANCIAL . . . _ ' . , . . • . . Oriler of P(1 BOX 8632 . , . _ BOSTON MA 02266 ~ ` CoreStates Bank of I}elaware NA VYitmington, nE ~ . ~4•'~~'+ i' EXECUTIVE VICB PRESIOEN7 . ~ y'~~ . . ~ . , . . . ~ . . . k-r ~i'6607876i~• 1:031100 225i: 002LaitOL6311' i . r I .61_ rLIMENT Hw. A R_.I. ..T4..F tA• i_R ~AK E]N Ti A~. _ F T~HA.TiE9MARX 4 91 N -T P _ ENT-- • NCSTI~['.'A'.~F ~~70 ~ - ~AA5~5 0 5 5 1 730 Ti,ti-d nveiiuz TlAQ ~ NCw Y'ot k, NY 10017-3206 CREF ; 2 12 490-9000 Periodic Paynteiil fvr: TI:RKANCE EDWARI) S'F'4CK Check Date: 03i01/2005 TI A.1 ,vPr Cnnlrncl payf11elr1 Payrrten! . 150-2 $9,473.12 $9.473.12 Tradltional $9,473.12 Standard 8,322.03 Contractual 1,151.09 Divtdentl i Grand Tota1 $9,473.12 ;4,493.12 i PAYit[NT IHCLUDES AFTEN TAX CONTRIdUilUNS OF: 1244_92 Fl70af CNEF TlAL.A-CREF reporis all iaxaUle paymants ;o the governmenl I'or illz year in u•hic6 they are made. If you fiavC any que;iions. pleasc cali us at SO@ 842-2776 Monday io Pr•iday from 8 a.m. to io p.m. L•r a(id S<<iurday from 9 a.m. to 6 p.m. FT. Payment Amount i9,473.12 !'Iccuc' Kerp Iliis Slaw+rrcw fi>r Yotrr Rec'or-ds I . _ . • - - • _ _ . , ` y . ,.f..~,.~...;_ = ~,4 - - _ f . . ;r-.. ~~•r:.. ~ ~.~"1 _ r T;.~ ...~ice~ .'.~:~f; 720 , i~-~Us~ l 1 . F t'1•. T=: t:~;~~~~~ ,t~;i,r~..:~~~; i•~ , t... L.~• l: I1:.'~'~ I' tf~,: i. ~ • r L,..L I ~i.J ~ tk. J i._ ~ n~... II~J _L_'~'Y~! f-~ e~~,1:7-~bG~t_T="---~ ~ , ~=:lii.:•.i~ `;t r`t•; ^ ..,^t.e---~ f. r'+ i . ~ ° j ~l ( ' ^.:-f l~ ~.u~~ : C,Z~f?~~ ji ~~~:iZ'f;l•fu~:~ ~ :stTli:J.`•'~'~'.~~i~f9 '1: l~~i ~l!.~i•;~~~r~'iL:fd~iLl`~: ~ ~li~:G3L•.''~."'.'~.~~~ t~li".1'•.''ri ;if ~~..f.1!~!51i ~Jfjl! `~ff~l.,~~~1I --r..(-.I(~'r'i~ HGETSA3dD.~F.Ut3~R`~' kUI.`DRRDSE~'~L',VEhTYZ:1 HRE~;==DO~L;A•RS ~A NI?;=k[=L= . , . • , , ~1 t:_„1Tfj f ~ ,~J . i ~c~ :,i~ ~ aS ~ t.~ u~~~~.~: u~ ~u; ~•L~~ L _:i~i:~ f~. ~ ~ ~,~..I J~": 1 i ..:i.. . : . J~." ii1'~.L vJ'1 ~ i'~ l . I - _ T . `:~~`'S=. ;,q.:_ ~ ...r..-- c.~. r~_.: , r ";•.~:-t .l : _ _1.. .l_..::.__._..:•..:.__._ !m;I T~~i. fil).l 11 iiil i L t1'JjF i IFia' li f ~,l .'~I.... T~ ~.~J~ 7~i.C.I~I'~•~ ,-7655055- :.3J412-'1.~ .I]'~ . ~ . L. . . . _ . - ~ - - .L, ~....~rCR,_TERRAAIG_E':-_EBWAR5TQCK'"A4/~C` °0'0048 r11'6'8.;'I''~ .._'r.: , ' i ~ iii f,~:`'•~' ,'1- _:a~,~. I~ i it _ .,f -'T' : ~ . . . . . . . . . . , . . . . . . ~ • Oollar3'l~ CentS _ t9,473 1 .12 Pa abla On or Aitct ~ . Account 'CPS" n (•I}e fLLI.,MLR.ICA I'I~IANCIAL 03 OrUer of PO I30Y 8632 Month tiLt-1 f3(')STON MA 02266 Coi-cSia(es f;anl: of Dclaw;irc N.A t'Vilningfon..pE ~ . ~T • . ~ . ~ : ~ . . . . ^ . . . . . . . . , • PRc51bEnT: . . EXECUTIVE viCF . . , . . '1 . . . , . . . ?6 S 50 S Slim 1:0 3L L00 2 2 5i: 00 2 1-0 16 311° ~ THE -ORLqtNaL DOCUMENT HAS A REF~FCTIV_E WATE~MARK ON TNE'(3ACK'. iF 1A1~~1+ATERMARK IS tdOT pRESEN:i=00MN0T CASN. 1 ! ~ G ? ~ . ACCOUWT FIa11AE ' NIqNAGE MY PORTFOLIO I AAY PROFIIE I HELP & REBOURCES j . . . . . , , , 1 TERRANCE E. STOCK Ottober a, 200? ~ % i ' HOME ; ~ , „ . . . . . My Tote! Retlrement Seving Asseffi: $34,006.58 ! Albeation of My Total Rotinament Savinqa: Net l.lfe-to-Qate Contributions' $14.310.92 ? I Employer (64.65%) $9,281.19 Employee (35.15qo) $5,029.73 , (AM velues cuRent ae of doee of buslnesg o11 10/03/2007) , ~ L , . . 0 r ASS9t CIa88 AIIOC9tlOn Guarenteed 100: 000/6 ~ ' Totel 100.0k y Vlew my : C income P ' I ~ IMIy Portfollo Plan Balances Pfan. ~ . Contributions ReCent Trange ction History ~ ~ This view shows your acxumulations and balances by plan(s)_ I of Value of Quarter End Balance Currellt BelenCe Pian 1 Col(aose ell Units/Shares UnItslShares ( 06/30/2007 ) (10/0312007 ) i c Retirement Plan 1682 ~ t $33,518.99 $34,006.58 ~ Asset Ctass I Guaranteed $33,618.99 $34,006.68 ~ , ' . . . TIAA Traditional N/A NIA $33,518.99 $34,008.58 I TOTAL RETIREMENT SAVINGS ASSETS $33,518.88 ~ Net Change since prevjous querter 2 +$464.10 ( 1.4%) +$4BT7!) ' I . . _ . . _ . . . . . . . , , ''1'he nst iife-to-date contribution amount is adjusted when money is moved out of afund (e.g., payments, distr;buGong, transfars or , rollovars). ; Z Net change reters to the change in balarce from the prior quarter. Since the balances used to cafculate net change are affected by distrlbudons snd incoming premiums, this value may not rgprgsent your sCtual return. 0f 2 I( I tniai)nm In•17 ea,r TOTAL P_03 i ~I / I Check No: 0610202313 Posting Date: 01(31/2007 ; =o3inaoa4a* O 0 . fILE d' Tii mCASVt H~9 a~lL7 v~GK+l~ OY m1.TL r~lf ~l RW ~nJmJV15C~WA ~vclKS us1[DaI M"a.~ ~ pACff1C LIFE Th I s i s a LEGAL COPY o f ~ Clw:k NwftO 510I13151 j your cheok . You ean use 1 t Q ~ J o. thosamewayyouwculd n.,. w. a use the original check a~- Oi ~3 41 S fi,7~4.40 ~ o m pAY TU TNE ORDM OF m cv ~ 7 ' h p TERRAIlG[ E 5TOCK S 10937 su 86ni TFR = tn OCALA FL 3k467-5185 . Q o..n y o M O TMiwaco.Kw,voeoa,....u S~~~y1+6 75600LCIlRS*OOCENTS O Isx'NKCC.~n~ IvJMDR¢~M4., _ . ~ - ' o ~ - +~co0oe~saoa~~ i s.~ rF,id2023{3{ II g•6 10 20 23 4 3u' ~~'dOC]D675Q00.~' \ i I V µ I ~ W Q , I o o i ~n~-:ao• Io V'CD I / i ~~~~~t3F 3 a'.a • e.f::E'- w~ ; ~ : ~ =a3S . s 9 r 4 ~ A I ~Si IA ~ ' ~ N r ' ~ ~ t [.d Y ! • i 13Q,A~&~~? ` _13i,~ ,,.,3 J cu-I ~~I.d%-: s-T~ ^~LF.:-.ow! - 3ier' . li . ~ ra, ~:4YC!_ 1: i: !7 FG: ~ i t \ . i ~ ~ ~ ~ • , f Il~r~l .+v. ~ ~ ~ N 9 o ~ o I~ Tr 1 ~ fs' -j If 4 Do not endo nr or wr3b b&low thk I In+.l il II I I Check No: 0610580124 , Posting Date: 03/15/2047 ~ ~03100004U* I 03/~5/20E'i r` ~ 14lFICEO«zCGCIxCTK'S+m4c~U•a:.~OtAnG4MeiEPME1lPtV54YYiY1ULGCO.M1T~IGTilliilKiL~aNT~a6`GC . . JILPAt1FItI..IFE I 7h I s I s e LEGAL COPY o f ~ Cxcfcrkn,ber 61658012L I your chack. You can use I t s thesamQwayyouwould a~ use theoriginaf check, mS 'f 2 071 {'#"x~,*x~] Q h PAY707HEOROEROF UJ 1+ f~~.~J O T C'~ I I R O TERRAACE F 170CK O I r- S 10937 SV E6111 TFA N I = Ln OCaiA PL 3W1-5385 d O O 6 O ,~~y~y~~,,,~ ji~ia~x:1,6fi6DOLLARS•49CE1iTS ~ C7 I¢`xuKa7Rtt ALITHORawiXMt m -0 o i ~ r51058o12L.' f00D02666t4r' ~ u± C7..i DSHO_1_2!~tl' 130013 ? S 6 6~. 9 v O p T ~ w . . . ° o o ; p C3 0 i ~C3 Z1SL '2 ' Ufy N ~ \ l~t:~? ~r '0533: ~ 031 JG I 3<0 ti 0 0 ~ ;r.`~FS~ !i1LP, Wo . Et`{7= ; m 53 PK=29 ~ ~ ~ ~1 w du t'furu tcG!Y~, vj~.lk~+i1 ~~I1z33 ~ ~°ry iiE o y k' J _ - 1 t?a r~! zn4orve ar wr96a bmfovr thds ~ne.~ Check No: 061316$443 Posting Dafe: 0 211 312 0 0 8 s031000040* 02/b3/2D06 ~ 0 . . M This Is a LEGALCOPYo( ~ai~ L . L.a.~.~,nb.-~-.Lx....w.~n:~an•.n~rucRfw.A-.~..._:tL_~_i~e.l.~.....,....-......~.y,.. ~ N PACtFlCL~FF y cb.c K.nb~r 6t~16d4~) "t u toher check. You can use f t N sameway ynuwould -I Al-Iff use the orlglnal check v L. a-. d T PAYTDlHEORDfAOF U 04 9 ~tertlt7'24211 ~ . O ~ nM TFRRAN[E F STOCX N rD ru 10937SV 961H T[R N s1 OtALA FL 34481-5385 M ' Q I 3•?*4+::7,141ootLARS*t9ccxrs } ~ 16~ lJ ~J-- ~ ~w~ta~unr ~urx~e~c~ I m .a a Li 'Ir. 13 1 684432, I u'6 13 1684ti 3~~• ,000 00 7 24 2 49,,' v 0 0 0 0 - - - - w w Ld a- N o L-' r o a qp ~ + a a a Kr Mr~Gr~t . ~ tr 4J yyyr4 k` Y~ Y d ~ All ~a.~ ;;~t N a D O w ° F R PH1LR ~~q .n:'wow'U E C-+252 P};=2ftuN it1 a~~~"N \ si~ 9] N ~ nf o N _ .6` /'u N q-~- - - ~ rl §y• . _ O o o a • ~ o, k » xe~ a a ~ s: 1Dn ttot ~ndel'ar ur wifn b.Fo~r H~r 14se:1- i L I iil r"J~1 ~ ~ t ~ i~; ! ? I YN'~ Check No: 0613896066 Posting Date: 05114/2008 ; ~ e FACE OF THIS DOCUMENT HAS A COI.pREO BACKGROUf4D ON WHITE PAAER. P WS AODfT70NAL SECURI7Y FEATURES ll57ED ON THE BACK ~_35 ~ PAC[FIC LIFE Check Number 613896D66 AATE AMOUPtT . Uo. Dey Y . a : 05 09 or. ~ $****~i3QO5.f6 ~ PAY TO THE ORDER OF ~ co l~- TERRANCE E ST6C1( r' 1 10937 SN 86TH TER OCALA FL 34481-5385 > 'rHEBANKOFNEWYORK{"uwAPZ} $~*****73,405DOLLARS*16CENTS NE'kAF7K. OE 79717 AUTHaRIZAT7pN u'613H96D 66n' ~~'Q~O L3DD516~~' n ~ 0 3 : 5(~~j DUP 'O ~ 1 unj ~ . 'c. °~c, ogjX r - o,• ~ ~ ' c i [yn o~, In ~ ~ a y~ C . ~ i . * n* 3 i orm -5 pNi=~~~ ~'U FA,~ zxn ? ~ D n'J ~ ~ Q ozx n . :VIIA ;~K • ~ O 5 s ~ cr m~H n s~j r ag ! ; Check No: 0695589614 Posting Date: 0110712009 ~ ; ( FSCE C'G'.t'S Gl.)CJ1aE•70aS A CJtOaE^ 6ACK (!-')t Qi .."c PkaER PLVS n00lt:^-ML SECU?l-V FcJT JpES lI6TE0O`i T~-+c' BaCK- ZiLPACiFIC LIn 311 Check Number 6155846 } 4 DATE Al10Urri p AY TO THE ORDER OF 1~ 2~ 08 $******5,63$.02 cDD co TERRANCE E 570CK ~ 10937 SW 86TH TER ~ tti OCALA FL 34482-5385 ~ Q THEBkNKOFNEWYOFlK(DEUwArtE) $*******5,638DQLLARS*02CEkTS > NEWARK OE 14T11 AVTHORIZATION ~'6155896 14V j,`000056380 2,,' ~ S °*m_ ~ mm~s d ~ y^ T . . . . . . . . ~ ~ ° n ' nr F Vn-4 3 D -Omp C7 ;L 0 c c0 g m'c l0 40 G F~ , D 1!~ O d D W d 7~ d ~ ~ I R i ~ aC D ` ~ C. ~ o A1 cx > 3;a 31 ~ X= j3c°1i~cnvn m O. 'a ~ m ~ o F, n o~ o rm ~0 9 d pj tA N \ } ? ~ 3 w N Y ZE ~ ' i ..A' ^ Q u• • m a c.z ~ r w D , lr~ ~i tf Fitkl~i:'~ t~X ~ w x ~ o ~ i'vi_wl-381 -yv'l •4 M ~ g w ~ N I x - : ~am o ? _ _ _ ~ . a m>:I n Y V~i'THD~RAW~4L t~ PA~I~~~ L1~ REQuEsT for Variable Annuities CONTAC7 lNFDRMkTIOp CDMTACi INFORNATIDl1(far NCw York uniy) PadiiC Ltfe Insurarxa Company A1l trisrnW 0e.rhr4dis:. PacNie Uf9 & A+muity Cornparry P.o. 6ox 2379 1259 Farnam StrK 6ih Raor, AMF P.O. Box E9'18 Omaha, PlE 681d3•2i78 pmaha; NE 69102. Omaha NE 88103-2829 , . Tl3~138~3 9 d~rdrrse.l6ool negIstehd Ropeeserttallt~e~ (eu0) . PI+oae: (ll~n 7~Q7 f*x: (BSB) 637-8171 ~ax; (eOd~ 988~96 1Neh 31te: www.PecHisLNE.ian . INeti $ibe: wirmm.h4fficLlfeandAnnuqy.wm Ule ihis farm ta: . • Request a one-tine wlthdrawa! Uom yaur annulty contraet. Complete &eGgans 2, 4, end 5. ~ pequest preettthorG[ed uritlidrawbs frnm yourannutty coMract. Gompiete Saotions 3,4, end 6. Do not use for 1035 rsqueste. Review tha prospeCtud before submltting a wfthdravVal request If yaur oorrtract is a TSA1403(b), yaur emplayer0*6-parlr adminlstratar*must sipn, auxi compiete Seftn i0, Hata: All peges of this (arm must ke relamal. Pslitt 011IN1Oa dirk ink and a++aid high[tgMlig. -{iENFlK IMFORNUTION Qwner's Name (Rrst, Mtddle, Last) paytitte TeJopltiene Number Jltmulry Cargrsct Nemrer (If known) Of1E TiNE1M17HDRAMfAL Raferto yaur product prosimbas for vrih 4ravva1 minlmurns. To avaid ddault tax 1611thtiu(dlev, oo rtipitte seetion ~i. Ghoosa rre Qf ti?a foflawing oQtldt~a; BYEFil11t#1tT Q~LIVER'~ (fpr one-tlme wfthdrawals.oniy) • A. ~vVithd~aw Note: tiihe addreis 4rtfUe 150,0. troac, p(ease pxo-Ads a physical . N. ? *tndraw the maxlmum amounl wlkhout Incurrina addre" in Soctlon 8. . , ,Q , wftdrawal shaMes . O I authvrize Padflc L~e to deduct shlpp(ng and handtinq . C. ? Full surrender of contract exqenaea.irnrn my ootttractfar sWtidard averniqht dtlivery . oi my owtime wfthdrdwal. . PREMITHQRIZED WITNDRaWJItS Reier to your product prospectus for sdditiandl detnlis Includinp wlatdrawal minimums. BOectlons ybu mft. below teploce gny preWous preewthotized withdrawal inatructinns yau have g luen us_ ff hox 3E la selpcted, a ny a dailar w?thdrewal grnauFlt Is allowed. Ityau 11rVeS Pacifio PotttdRescontracianii you are InYested.in quarantieed iMerest options (6(N), cantact Pacttic 11fe Custatner 5eruice for further Instructiens. GIOs are not evailable as pource accourrts for preautnorrzed wndraweis. Td aynld detaalt fax w(maidlnp, ovmphft 360ftda.4. 11 you want to set up preautharixed withdrawals under a Quarartteed minimum WlthdrawaCBenefit (GMU+tB) rider, complele the Withdrawal Reqtmist far GMWB Rlders tarm. A. WhhdretpelOpttens ?Dollar Amount Withdraw $ each irequency period selectod bslaw. p Annuat Percentaje: Withdraw % nf oorrftct iralue dnnusily, diuided hy the frequency pedod selected beiow. B. FrequeM 1f non9 aelected, frequancy win 6e monthly. ? Monthly pQuarteriy 0 Samiannualiy p Annuaily C. Ste ri Date , ma I day 1 Yr It submittod with an applicatfon or if racelvo4 after tha raquested start daie, start date w(it be the same data in tha month faaewing reeefpt of the requsst . D. Qeraflan months yurs 1f no durstinrt irldketted, the end date ot rne wtthdrawatn wlll #i when ihe rernain+ng balsince ofthe Qoum funds i$ tese #han thb-withdt'flwal Miount requeod. E, 72(t)172(q) PaYrnem . Q Chadc hox tt. preauthurized withdrtiwel (e eatebllshtng or condnuing a sariea of aubatentlally equel pertodlc payrncnts undar fRC $ 72(t) or 72(q) not ce?Iculxted by Patift Life. If you elect 72(t) or72(q)•paymerrts, you bat the dSk of any modHication matle antl your aource tunds dapWM (ramlnp your paymerrts tn cease): MaBltlcailons may subjact the series af 72(t) nr 72(q) withdrawais.in e 1096 aciciltlar~ai taKaod may accur if eddtHo~I psr~lia WTo*m lo Qr rrltYdrawals . from tho cvntrad are madc 0102(ty72(ql) vtirithdrawals are ImneLwd, decreasad, or stoplvd. Yau gre fiilly rasponsltile for af1 resultng tac consequaneee. 72(t)172(q) payments wlll nat be btken frorn QIOs. • p5roo orrrsdlwo t~ I Piga I at 5 . 2 a~ed 698Z-ES9-99B }id_~ 1~IC21~191J_l dH WdOZ :L 6002 LO InC . . . i uL-O'l-.20013 1'S; '1'1 '(24 'eJ1 'wo;>b • "(G~ "!~1 a~~b r,b.s~na . , WiTHDRAWAL 4K~.P'~~IF~CLIFE REQu~ST _ f0Y Variahta d+±C1tJl#j~g . AnnnHy Canha~t Nonrbqr ~ IHCOME TA1( WrTHHOLDIN6 We wHl withhnld and fonverd apRlicable texes to tha intamal RevirWe SEnrice (1RS) on your hehaH (taxes m$y not be withhsad on (;usfodfaFowned acr;bunts) ar you can. efect to nat have us withhald texa9, bot you then may have to pay istlmated: taxes to tha • IRS. !f your wylthholding and estirtma'ted lo paymmts ere noi suf8cieK IRS pertaipe6.may apply. Unless fou slect otberwiss, the miNmum tederal 'incame tax we wHl vrNhaold tor nan¢aalifled eanba* and !RM la.1111%. 1f yoa havs a TSA1403(b) caatrect, we wlA wlthnold 204t. Hvwsver, If yau transter or direc* rall aver tha fiumds !o anokhor T3R1403(b),.quE1ff1ed plan, or1RA, the 2096 wiEhhofdinp IS not requlrad.litha withdrawel is a ~esultaf yaur takinQsuhslartt'ralfy equal pen 'odic PaYmorrts tmm Your TSAl403(h) contract;4het17g96 will be wimh~ald unM5 okhenarisa apeciiled. , In addttinn to #etlsra( income ta. ~o1 enta, state IncOme tex. ~ if appiiceble, wili be witfiheld. Cvnsult your tex advisot xwithholdin r ul~m far mare Warniation. j~ . I elect the todou?Eng: Faderat: Q Da nal wltbhold ~4ttlhoSd 8'tub: Cl Do notvritihaM E3 Wtthhnld CHEIKAA10UNT . lf npt speclfled or 3fthe withdrawal amount Is.a pa-mtaM a whhdrawa) tarthe Qro99 emount wid be praemd. QIon Applicable chargas, taxes, and any edJustmems wil] he deduct ed from the requestad amoun#. . Fwnet APPlicabb dhar9m tm, and ary adluetmft ytli be added to tM mWe.sd em=# (notoraleble fior perceftpe wfthd?awals). R aOURC~ . ~ tt You wart tlw wlthdrawal talsen fram aAo*1mrtstrnent o*ns, wriN~a in aittw wfide AamerNaqes cr daltar amvurb (but not hath) pelnw. Mske sura tlwPetiMi9~ WW 100% end daWatbunts btrUi the emira wRtldratYdJ. A 0I0 cmrmt be tlie soures accoutrt tor prmtriarized withdrawals. To hevi the w6drawal falcen pCoPortmat* frarn ail ofyow invefter[t ot~n5, ~ this a~cdo~ plank. li yau ara enrol(ed. in Partfolia 0pbrnWan or have a Custam Model, do not compft thb aecdOn.lHoxirny* musf-bs pracemed pr¢paUonatelytrom your inuesimert apfiona. Fund sped6e witlidrawals wil resnft in the temtinaaon d your Portibtin-Dpilmtzadan M6del or Custom Wdel, • ' %c{fla Dynamix-CanserMW AriietiCM Funds° , ~PLFA 4mwth pollcllo Caphl Reseurh. Aiv4~ Allacalon Pad11o Fronfdln TemAbton VIP FoundinD Furlds Dynamix-Modartte ~~5,•.1 ~ r'', PLFA G~owth~Rottfdlu GE1lsset SE InvesEmanft . Padnc Dynamix•Growth Mana9ament Tafal Retum Fund - •.~0~°~! PLFA Partiotla AIM Y,I. PouverShanes vP5 8a{tnGed ~ Irtvesm A]m E7P Atoeatien Fund ; : ;j. s.. AltfanceAarnste(n Wealth.ftteDY , i.IT91obalTeetloalAsset ~ Glpbal AlMcedon Van Klff4en AllOWan PortloHo ~ac4cRock V.I.Fund ' :t c'ud:om INodvls ar l~dlr~d~a) ~~t~natme~ta E.w : ••r 113.Q~dm SmtS Qllall UumgQn DfJIN flIffill . 'arayw DVIN . . *h4irrd (apilal Rodng Reta LaBn PNGO Immn Manaqed - p,4M IrtmIVkr1aCt Mmawmt Di4elsftfed Bond P'AM liioh Yw Bo~x1 -X Taf~ `~~;~:,u Aiger 6awIFC9p OIOWIh CNer8lidpe LarfleCep Vdde ~ yr. , p Shqi/ ,~rEUS (~rowd~ L7 ;.:1: Wyk ~ iatus faased 90 '~•''t','~ BEMock E4tklndvx t.~Ard 1+~d~pEqultY J:'..~.,. _ BickRodr SmaiFCAP Index MFJ 3maiH~p 4`alue 8.hCAedc MidCap Ualue Op~entteirnx MuAF$Inft Capitel atarM Ql+reisifiad ResKch - OppemertnG+' Metn $btet' Cnra Capial Gwrdan ECNilY U8S [aryoCap 4ra~t'h Amerkart Ftnds" Yan Kanpon ComsDO4k -cj i urpw Researm Qrow0rlnwno Vea Kiiuperi MwCaP aroruth Arnarkm FuW Vaughen Nelson s=h-ft EvugY . X Tafd ~i' ,4lii~ IVOVPN. CQnUyiuW dSro9 l$urdsoMvdj Pd4e 2 016 ' g a~ed 698Z-6S9-99B XdA 13C213SdI dH WdOZ:G 600z LO inC ; ; Check No: 0617267313 Posting Date: 09101/2009 i ; ; ; ~ ~ nc rA~C ur i ryl, uvyUMSiV h5 A WLVni.cV OnUnuaErlULtvu lsy, u.~I I e rArcrL F'L{W,l:a Otuui i~y~1yMl. atwro 1 Y rEnna;Uhw U~ i cil +~la-Jn AA ~.nNl.ri ~ • 'a~z ~S •":::ix r:ip ~.r:: :i:~.. e.~ai .~»~;:=~i •.ti~:~. rs.'}~:rp,:{,::,~ ~i ~`K:_:~'a~. _ yru.K's. :.!'a~•i .iMi= 'L`'~»'r ~yX:s2~J:~y':~~i 3I j C[FICI~I ~ _ ~ . i - a•~.s" f;;~s„ i: ~ Z^S:4 ~ ~'4 tw"ii F~ ':""S ~ .r~ 4i`: `•^+f:~1 • . z.i..>: J.:~.<.....s..... ~wr.•~ _ bh6ck?IVumber:m 6T72bj313R~~^~ `r , ; . . ..,.M ~ , ' , t~ . : - DATE-.~...:: AAlOUN'f .,t . ~ Ma Dey v~. .,:;PAYTOTNEORDEROF 08 25 1 $*****79,502•~~ ; VANGUARD FIDUCIARY 7RUST CDMPAHY f80 TERRANCE STOLK AGCT# Z3486$ r_ N PO BOX 1110 VALLEY FORGE PA 19482°1110 d . ~ > . : s. . - . . - ' ' . " T}iE B4NK OF NEW YORK (oeaW~REj: ***.Z9> §02DQLl.ARS*08CENTS~.r ; Mw,wic. . . 1971 oE T' . I:M'iYY ~ !.'j: • ,`:k cr~_{ 1. n;w.oz :.r UTHORI7ATtON: k.,. t saD `i.~a=K.:?,i7"r.27. • , . ~ . _ w. . ~ . " ~ -s~ i . , d...#-..-.iw_~ r:.: ~':'w.: _...._:.ti'.rii:e'~i>~ Y.~r' _:'.'M•.~'~«~.~._. _ • sl . _ . _ - ' v, 6i42673L3u¦ ~ m•m m mS o • . . • • • • ~ N ~~p; Q } _ ~:].ikm^ ~ ~ y'<> < Z i O ro~~' D~a~ b . id pFlE~ s i agROX5 O = ~ x ~3c°ii~yt7n d C 9~ ga~ o rm a ~9~ d ~ d o o=x oi ~ O ~ ~D fT!'. ~r ' F A ~ m z L m N 5 C: ~ ~gs ~ N q a a 2 owz ~ w a ~~o n ~~o F m°z< ~ Page 1 of 6 PACIFIc LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 07/01/2009 - 09/30/2009 Prepared For TERRANCE E STOCK Your Registered Representative 10937 SW 86TH TER WILLIAM D GULLBORG OCALA FL 34481-5385 H BECK INC 3908 WASHINGTON RD MCMURRAY PA 15317-2538 (724) 731-0046 Customer Service (toll free) Contract Owners (800) 722-4448 Registered Representatives (800) 722-2333 Mon - Fri, 6 a.m. - 5 p.m. Pacific time Pacific Value Contract Information Active Programs , Contract Number __1983 Lifetime Income Access Plus ii Owner TERRANCE E STOCK Automatic Step-Up/Reset Joint Owner none Phone/Electronic Authorization (All) Annuitant TERRANCE E STOCK Electronic Delivery Joint Annuitant none Plan Type IRA Issue Date 11/15/2005 Summary Values Year-to-Date Contract Summary Historical Contract Summary Contract Value on 12/31/2008 $83,255.76 Current Value 09/30/2009 $0.00 Total Payments $0.00 Last Quarter Value 06l30/2009 $90,555.73 Total Withdrawals $97,617.61 Value 12 Months Prior 09/30/2008 $107,539.32 Surrender Value on 09130/2009 $0.00 Total Payments Since 11/15l2005 $151,664.86 Contract Value on 09/30/2009 $0.00 Total Withdrawals Since 11/15/2005 $155,345.66 Investor Information Please review this statement carefully. If you identify an error on a statement or confirmation, notify us in writing within 30 days from receipt of the statement or confirmation on which the error occurred. For more information visit www.PacificLife.com. . Page 2 of 6 ~ PACIFic LIFE Variable Annuity Quarterly Statement P.O. Box 237$ • Omaha, NE 68103-2378 Glossary o# Terms Activity Type Describes the type of transaction Loan Amount The amount borrowed against the contract Additional Payment A payment made after the initial payment Loan Collateral Interest accrued on the balance of the loan Interest Credit account, which is transferred annually to the Administrative Fee Monthly charge for expenses associated with investment options in accordance with your administration of contracts and operation of current allocation variable accounts Loan Payoff A payment applied to pay off the total Advisor Fee A fee paid to an Advisor at ;he request of the outstanding loan contract owner Loan Payout Payment of loan amount to contract owner Annual Fee An annual fee deduction each contract anniversary to cover the costs of maintenance Loan Repayment A payment to reduce your loan Annuitization Conversion to an annuitization payment MVA Market Value Adjustment, an adjustment to the prograrri value of an amount withdrawn or transferred from a guaranteed interest option, prior to the Contract Value The sum of your variable and fixed investment end of its guaranteed term options and any loan account value Number of Units Total number of units purchased, redeemed, or Credit An amount added to the contract value at the remaining as the result of transactions Enhancement time a payment is applied and on the first contract anniversary if applicable Partial Withdrawal Partial amount withdrawn from the contract prior to the annuity date Date The effective date of the transaction Right to Cancel Requested contract cancellation within the Death Benefit This hypothetical value is for illustration (Free Look) Free Look period purposes only, and assumes the sole or ' youngestjoint annuitant dies on the last day of RMD Payment Required Minimum Distribution payment the statement period. The actual death benefit amount wiil vary based upon the deceased Scheduled A preauthorized scheduled withdrawai party, market fluctuation, and contract Withdrawal transactions. Refer to your c;ontract and prospec!us for additional information State Withholding Amount withheld for state tax based on the contract owner's resident state Death Benefit Payment as part of a death payout Payment Substantially Equal A preauthorized scheduled withdrawal as part of a substantially equal payment program EEG Fee Fee charged for optional rider GIA Fee Transaction The gross dollar amount of a transaction GMDB Fee Amount GPA Fee Transfer Fee A fee assessed when the specified number of Federal Withholding Amount withheld for federal tax transfers allowed within the contract year is exceeded Full Surrender A full withdrawal of the contract value Unit Value The dollar value of each accumulation unit as GMWB Fee Fee charged for the guaranteed minimum of the close of business on the valuation date withdrawal benefit (GMWB) optional rider of a transaction Guaranteed Amount available if Guaranteed Protection Withdrawal Charge Charge that may be applied to amounts Protection Advantage Rider remains in effect for entire withdrawn from the contract prior to the annuity term and no withdrawals are taken. Does not date reflect amounts allocated to the GIO funds Withdrawal Fee A fee assessed when the specified number of Initial Payment The first payment made withdrawals allowed within the contract year is exceeded Interest Rate Interest rate on a dollar amount in the fixed account, guaranteed interes, option or a loan interest rate Page 3 of 6 ZAL PACIFic LIFE Variable Annuity Quarterly Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 07/01/2009 - 09/30/2009 ContractNumber ` ____1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Investment PerFormance Total Value Units Held Unit Value Total Value Change in Value Variable Options as of 06/30/2009 as of 09/30/2009 as of 09/3012009 as of 09/30/2009 since 06/30/2009 Large-Cap Growth $2,693.54 $0.00 $2,693.54- ' Small-Cap Growth $929.89 $0.00 $929.89- ' Emerging Markets $2,974.63 $0.00 $2,974.63- ~ International Large-Cap $3,720.02 $0.00 $3,720.02- , Main Street Core $2,676.90 $0.00 $2,676.90- Comstock $4,508.21 $0.00 $4,508.21- Growth LT $2,691.74 $0.00 $2,691.74- Mid-Cap Equity $2,708.78 $0.00 $2,708.78- International Value $3,784.93 $0.00 $3,784.93- Mid-Cap Growth $1,829.53 $0.00 $1,829.53- Equity Index $7,181.71 $0.00 $7,181.71- inflation Managed $9,865.43 $0.00 $9,865.43- Managed Bond $9,974.42 $0.00 $9,974.42- High Yieid Bond $2,674.64 $0.00 $2,674,64- Large-Cap Value $7,277.50 $0.00 $7,277.50- Short Duration Bond $2,624.23 $0.00 $2,624.23- Small-Cap Value $885.93 $0.00 $885.93- American Growth $1,797.48 $0.00 $1,797.48- American Growth-Income $2,687.08 $0.00 $2,687.08- Small-Cap Equity $875.45 $0.00 $875.45- International Small-Cap $1,883.58 $0.00 $1,883.58- Diversified Bond $5,317.33 $0.00 $5,317.33- Floating Rate Loan $2,685.43 $0.00 $2,685.43- Long/Short Large-Cap $3,615.19 $0.00 $3,615.19- Mid-Cap Value $2,692.16 $0.00 $2,692.16- Total $90,555.73 $0.00 $90,555.73- Investment values shown reflect all purchase payments, transfers, withdrawals, loans, fees and charges. Contract Activity from July 1, 2009 through September 30, 2009 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 07/0812009 Partial Withdrawal Large-Cap Growth 77.5022- 4.379487 $339.42- Small-Cap Growth 15.1232- 7.719923 $116.75- Emerging Markets 20.4333- 18.768393 $383.50- International Large-Cap 65.4737- 7.310257 $478.63- Main Street Core 28.3848- 12.082144 $342.95- Comstock 83.6670- 6.891125 $576.56-. Growth LT 20.4746- 16.830627 $344.60- Mid-Cap Equity 24.6549- 13.974077 $344.53- International Value 49.5881- 9.734988 $482.74- Mid-Cap Growth 39.8719- 5.625764 $224.31- Equity Index 64.0879- 14.296307 $916.22- Inflation Managed 72.9824- 18.136297 $1,323.63- Managed Bond 69.1907- 19.410113 $1,343.00- High Yield Bond 25.5682- 13.953636 $356.77- Page 4 of 6 PACIFic LIFE Variable Annuity Quarteriy Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 07/01/2009 - 09/30/2009 Contract Number :1983 Owner TERRANCE E STOCK Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 ~i Contract Activity from July 1, 2009 through September 30, 2009 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 07/0812009 Partial Withdrawal Large-Cap Value 94.8947- 9.776101 $927.70- Short Duration Bond 34.0876- 10.312824 $351.54- Small-Cap Value 7.9047- 14.247218 $112.62- American Growth 27.4457- 8.261402 $226.74- American Growth-Income 43.1718- 7.971416 $344.14- Small-Cap Equity 10.9545- 10.176620 $111.48- International Small-Cap 43.6987- 5.520300 $241.23- Diversified Bond 71.0703- 10.077628 $71622- F{oating Rate Loan 46.6841- 7.693203 $359.15- Long/Short Large-Cap 70.7319- 6.499473 $459.72- Mid-Cap Value 34.2034- 9.956907 $340.56- Federal Withholding $1,764.71 Total $10,000.00- 07/08/2009 Withdrawal Charge Large-Cap Growth 1.4203- 4.379487 $6.22- Small-Cap Growth 0.2772- 7.719923 $2.14- Emerging Markets 0.3740- 18.768393 $7.02- International Large-Cap 1.1997- 7.310257 $8.77- Main Street Core 0.5198- 12.082144 $6.28- Comstock 1.5324- 6.891125 $10.56- Growth LT 0.3749- 16.830627 $6.31- Mid-Cap Equity 0.4516- 13.974077 $6.31- International Value 0.9081- 9.734988 $8.84- Mid-Cap Growth 0.7306- 5.625764 $4.11- Equity Index 1.1737- 14.296307 $16.78- Inflation Managed 1.3365- 18.136297 $24.24- Managed Bond 1.2674- 19.410113 $24.60- High Yield Bond 0.4680- 13.953636 $6.53- Large-Cap Value 1.7379- 9.776101 $16.99- Short Duration Bond 0.6245- 10.312824 $6.44- Small-Cap Value 0.1446- 14.247218 $2.06- Arnerican Growth 0.5023- 8.261402 $4.15- Arnerican Growth-Income 0.7903- 7.971416 $6.30- Srnall-Cap Equity 0.2005- 10.176620 $2.04- International Small-Cap 0.8007- 5.520300 $4.42- Diversified Bond 1.3019- 10.077628 $13.12- Floating Rate Loan 0.8553- 7.693203 $6.58- Lang/Short Large-Cap 1.2955- 6.499473 $8.42- Mad-Cap Value 0.6267- 9.956907 $6.24- Total $215.47- 08/25/2009 Fufl Surrender Large-Cap Growth 466.5079- 5.059342 $2,360.22- Srnall-Cap Growth 91.0324- 9.046523 $823.53- Ernerging Markets 122.9959- 22.165219 $2,726.23- International Large-Cap 394.1135- 8.684356 $3,422.62- Main Street Core 170.8577- 13.986781 $2,389.75- Comstock 503.6256- 8.199067 $4,129.26- Growth LT 123.2461- 19.374782 $2,387.87- Page 5 of 6 ` PACIFIC LIFE Variable Annuity Quarteriy Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 07/01/2009 - 09/30/2009 Contract Number _ . _ 1983 Owner TERRANCE E STOCK ' Contract Owners (800) 722-4448 Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from July 1, 2009 through September 30, 2009 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 08/25/2009 Full Surrender Mid-Cap Equity 148.4063- 16.569857 $2,459.07- International Value 298.4881- 11.696963 $3,491.40- Mid-Cap Growth 240.0033- 7.024831 $1,685.98- Equity Index 385.7696- 16.722632 $6,451.08- Inflation Managed 439.3089- 18.670530 $8,202.13- Managed Bond 416.4879- 20.064177 $8,356.49- High Yield Bond 153.9068- 14.742798 $2,269.02- Large-Cap Value 571.2101- 11.401722 $6,512.78- Short Duration Bond 205.1894- 10.472264 $2,148.80- Small-Cap Value 47.5809- 16.811589 $799.91- American Growth 165.2107- 9.748081 $1,610.49- American Growth-Income 259.8647- 9.191268 $2,388.49- Small-Cap Equity 65.9368- 12.146784 $800.92- International Small-Cap 263.0388- 6.580684 $1,730.98- Diversified Bond 427.8019- 10.357947 $4,431.15- Floating Rate Loan 281.0124- 7.970971 $2,239.94- Long/Short Large-Cap 425.7598- 7.546922 $3,213.18- Mid-Cap Value 205.8811- 12.001064 $2,470.79- Total $79,502.08- 08/25/2009 Withdrawal Charge Large-Cap Growth 33.6645- 5.059342 $170.32- Small-Cap Growth 6.5693- 9.046523 $59.43- Emerging Markets 8.8756- 22.165219 $196.73- International Large-Cap 28.4397- 8.684356 $246.98- Main Street Core 12.3295- 13.986781 $172.45- Comstock 36.3419- 8.199067 $297.97- Growth LT 8.8935- 19.374782 $172.31- Mid-Cap Equity 10.7092- 16.569857 $177.45- Irtemational Value 21.5390- 11.696963 $251.94- Mid-Cap Growth 17.3186- 7.024831 $121.66- Equity Index 27.8377- 16.722632 $465.52- Inflation Managed 31.7008- 18.670530 $591.87- Managed Bond 30.0540- 20.064177 $603.01- High Yield Bond 11.1064- 14.742798 $163.74- Large-Cap Value 41.2192- 11.401722 $469.97- Short Duration Bond 14.8067- 10.472264 $155.06- Small-Cap Value 3.4333- 16.811589 $57.72- American Growth 11.9213- 9.748081 $116.21- American Growth-Income 18.7526- 9.191268 $172.36- Small-Cap Equity 4.7585- 12.146784 $57.80- International Small-Cap 18.9813- 6.580684 $124.91- Diversified Bond 30.8700- 10.357947 $319.75- Floating Rate Loan 20.2786- 7.970971 $161.64- Long/Short Large-Cap 30.7237- 7.546922 $231.87- Mid-C2p Value 14.8562- 12.001064 $178.29- Total $5,736.96- 08/25/2009 GMWB Fee Large-Cap Growth 2.3383- 5.059342 $11.83- Page 6 of 6 PAciFic LIFE Variabie Annuity Quarteriy Statement P.O. Box 2378 • Omaha, NE 68103-2378 Statement Period 07/01/2009 - 09/30/2009 Contract Numbe, „1983 , Owner TERRANCE E STOCK Contract Owners (800) 722-4448 ' Annuitant TERRANCE E STOCK Registered Representatives (800) 722-2333 Contract Activity from July 1, 2009 through September 30, 2009 Withdrawals / Fees Date Activity Type Investment Options Number of Units Unit Value Transaction Amount 08/25/2009 GMWB Fee Small-Cap Growth 0.4565- 9.046523 $4.13- Emerging Markets 0.6163- 22.165219 $13.66- International Large-Cap 1.9748- 8.684356 $17.15- Main Street Core 0.8565- 13.986781 $11.98- Comstock 2.5235- 8.199067 $20.69- Growth LT 0.6178- 19.374782 $11.97- Mid-Cap Equity 0.7435- 16.569857 $12.32- International Value 1.4961- 11.696963 $17.50- Mid-Cap Growth 1.2029- 7.024831 $8.45- Equity Index 1.9333- 16.722632 $32.33- Inflation Managed 2.2013- 18.670530 $41.10- Managed Bond 2.0868- 20.064177 $41.87- High Yield Bond 0.7712- 14.742798 $11.37- Large-Cap Value 2.8618- 11.401722 $32.63- Short Duration Bond 1.0284- 10.472264 $10.77- Srnall-Cap Value 0.2385- 16.811589 $4.01- Atnerican Growth 0.8279- 9.748081 $8.07- Arnerican Growth-Income 1.3023- 9.191268 $11.97- Small-Cap Equity 0.3301- 12.146784 $4.01- International Small-Cap 1.3175- 6.580684 $8.67- Diversified Bond 2.1433- 10.357947 $22.20- Floating Rate Loan 1.4089- 7.970971 $11.23- Lung/Short Large-Cap 2.1333- 7.546922 $16.10- Mid-Cap Value 1.0316- 12.001064 $12.38- Tota1 $398.39- I I j'~ { ! r C F, l r~f ~ i ~f ~ r•^".'"... ~ - { December 31, 2009, year-to-date statement Page >1 of 1 ` ~~~a-rd~ Voyager Services > 800-284-7245 TERRANCE E STOCK www.vanguard.com 10938 SW 86TH TER OCALA FL 34481-5384 _ . . . . _ . . . . . _ _ , Retirement summary. Your retirement information is reported for the 2009 tax period. 2009 Contributions $0.00 2009 Distributions $39,333.33 Wellington Fund Inv (IRA) i2506 Oate Transaction Amount Share Price Shares Transacted Total Shares Owned Value Beginning balance on 12/31/2008 $24.43 0.000 $0.00 08/31 Employee asset trnsfr $79,502.08 27.37 _ 2,904.716 2,904.716 09/14 Norma) distribution -30,000.00 27.91 -1,194.315 1,710.401 Federal withholding -3,333.33 09/28 Income dividentl .207 354.05 27.98 12.654 1,723.055 10/01 Systematic distribution -2,000.00 27.47 -72.807 1,650.248 10/30 Systematicdistribution -2,000.00 27.73 -72J24 1,578.124 _ 12/01 Systematic distribution -2,000.00 29.23 -68.423 1,509.701 12/28 Income dividend .247 372,90 28,98 12.867 1,522.568 Ending 6alance on 12J31/2009 $28.85 1,522.568 $43,926.09 ~ ~ T O 0 O O O O ~ W ~ m N ~ ~ W O N A (T W O W 1 December 31, 2010, year-to-date statement Page >1 of 1 r. ..-'y,.. • Voyager Services > 800-284-7245 TERRANCE E STOCK www.vanguard,com 10938 SW 86TH TER OCALA FL 34481-5384 ~ Retirement summary Your retirement information is reported for the 2010 tax period. 2010 Contributions $0.00 2010 Distributions -$24,000.00 The Fair Market Value (FMV) of your IRA determined as of December 31 is being furnished to the Internal Revenue Service. Wellington Fund Inv (IRA) u 2506 , Date Transaction Amount Share Price Shares Transacted Total Shares Owned Value Beginning balance on 12/31/2009 $28.85 1,522.568 $43,926.09 ,01/04 Systematicdistribution -$2,000.00 29.19 -68.517 1,454.051 02/01 Systematic distribution -2,000.00 28.57 -70.004 1,384.047 031a1 Systematicdistribution -2,000.00 28.96 -69.061 1,314.966 03/29 incomedividend .191 251.16 29.75 8.442 1,323.428 04/01 Systematicdistrihution -2,000.00 29.89 -66.912 _ 1,256.516 04/30 Systematic distribution -2,000.00 29.94 -66.800 1,189.716 06/01 Systematic distribution _ -2,000.00 28.04 -71.327 1,118.389 06/28 Income dividentl .23 257.23 28.10 9.154 1,127.543 07/01 Systematic distribution -2,000.00 27.46 -72.833 1,054.710 07/30 Systematicdistribution -2,000.00 26.99 -68.989 _ 985.721 09/01 Systematic distribution -2,000.00 28.82 -69.396 916.325 ; 09/27 Income dividend .21 192.43 29.64 6.492 922.817 0 10/01 Systematic tlistribution -2,000.00 29.72 -67.295 855.522 0 11/01 Systematicdistribution -2,000.00 30.25 -66.116 189.406 o ~ 12/01 Systematic distribution -2,000.00 3130 -66.007 723.399 ~ ~ 12/28 lncome dividend .22 159.15 30.95 5.142 728.541 o Ending balance on 12/31/2010 $31.10 728.541 $22,657.63 O ~ m m 0 u v O T 1 June 30, 2011, quarter-to-date statement Page > 1 of 1 ay ~~~1mdVoyager Services > 800-284-7245 TERRANCE E STOCK 10938 SW 86TH TER www.vanguard.com , OCALA FL 34481-5384 Retirement summary 2011 Contributions $0.00 2010 Contributions $0.00 2011 Distributions -$12,000.00 Wellington Fund Inv {IRA} 12506 Date Transaciion Amount Shara Price Shares Transacted Total Shares Owned Value. Beginning balance on 3/31/2011 $32.19 543.569 $17,497.49 04/Dl Systematic distribution -$2,000.00 32.37 -61.786 481.783 04/29 Systematic distribution -2,000.00 33.09 -60.441 421.342 , 06/01 Systematic distribution -2,000.00 32.49 -61.557 359.785 06/29 Income dividend .243 87.43 32.01 2.731 362.516 Ending balance on 6/30/2011 $32.24 362.516 $11,687.52 m ` 0 0 0 0 0 0 ~ m N N Z O NS J ~ N - m 0 II v O T ~ C m ~ ~ o : ~ ~ ` ~ 0 > o ~ o ~ ; ~ Ln o en . Ln M V . c-i c~i ~ 69 LM? n ~ f0 ~ a C:) O o V rn M C f~ ry w'O I~ V M OO M C7 C7 M C oD . m m p Lo cli tn cD N N N O co 00 ~p C in 11 N lf) l. m ~ . L 3 ' > N ~9 N M ~ O N N N N N N N 6 ~ ^ 0 . fl'. C N ~ m ~ o m ~ U co ' F- ~ . w v f- m u~ uO o cn oM N N N ~ T O . U "o ' v) 0 ~ F ~ U) ~ LJJ ~ ~ a o y ~ } N c°) oi > (M 69 ~ ~ m i m U V ~ ~ OD o~ T 0p0p N N N N N N N ~ ~ Q N b9 40% V) : Y d LU G U F- (n > O N D ~ O O Lfi O ~ N 10 E tn fD 0 M ' o `s3 a v ~ 4,5 rn rn ? 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N ~ Cvj m C+'j O N N M 7 M ~ ~ i i M ~ ~ ~ ~ C C O U n T t0 in ~ v _ C N C M v °c' co N ~ t;) 3 3 N C ^ (O ~ 10 p m M~ ~ [2 N N M cY l/7 m fD m O 7 ~ ~ ~ O L M ~ V' ~Y' d' ct 'D 'O m O 'C7 Y O O.O O O ~ °m E U. V a~ E E o~ 0 o o~ o~ o> -°Dp rn 3 0> 3 ~ m o A Y p O ~ ~ u ~ ~ o o c ~ ~ c c c c C . . ~ = ~ = ~Ei N ~ G U°i m 3 E fO 3 E `O m c 3~ c 3 a~i F3 3 3 3 m3 E 3 E U ; U7 Y ~ Y (O U 'Y Y~ C d d E E.c c o aD a~ a) o a~ <n a~ m ~ C O ~ C L T L > O X L 12 L V T L X L L L L T L T _ U cn U v~ ~ w c.) ~ o~ ci ~ cn c-) w U c-) u ~ c.) cn c.D c/) u ~ m l C ~ ~ N N O] N C' OJ ~ ~ O N O ~ ~ m" O m CD CD m N a] O~ m O) O] m 67 O] O O O O O O > ~ L m (D h 1~ 1~ I~ 1~ N n7 ~ '~O oo O. O O O O O O O O O O O O O O O O O O ~ 316F 000000387744084 -7-93203-456036-4 l l.! 26 PM 2: e'i?j+ !i?s?(,l tI Johnson, Duffle, Stewart & Weidner By: Melissa Peel Greevy I . D. No. 77950 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant Attorneys for Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA No. 2005-4108 Civil Term IN DIVORCE COUNTER-AFFIDAVIT UNDER SECTION 3301(d) OF THE DIVORCE CODE 1. Check either (a) or (b): (a) I do not oppose the entry of a divorce decree. (b) I oppose the entry of a divorce decree because Check (i), (ii) or both: (i) The parties to this action have not lived separate and apart for a period of at least two years. (ii) The marriage is not irretrievably broken. X (c) I oppose the entry of a divorce decree on a bifurcated basis but do not oppose the entry of a divorce decree once the economic issues have been settled or determined. 2. Check either (a) or (b): (a) I do not wish to make any claim for economic relief. 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. X (b) I wish to claim economic relief which may include alimony, division of property, lawyer's fees or expenses or other important rights. I understand that in addition to checking (b) above, I must also file all of my economic claims with the Prothonotary in writing and serve them on the other party. If I fail to do so before the date set forth on the Notice of Intention to Request Divorce Decree, the divorce decree may be entered without further notice to me, and I shall be unable thereafter to file any economic claims. I verify that the statements made in this counter-affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. Date: 1 o -,4 1 U. C e ? i r.,` & hoc k..> CECELIA F. STOCK NOTICE: If you do not wish to oppose the entry of a Divorce Decree and you do not wish to make any claim for economic relief, you should not file this Counter-Affidavit. :465162 CECELIA F. STOCK, PLAINTIFF V. TERRANCE E. STOCK, DEFENDANT Cop,, IN RE: PLAINTIFF'S PETITION FOR SPECIAL RELIEF ORDER OF COURT AND NOW, this 27th day of October, 2011, upon consideration of Cecelia Stock's Amended Petition for Special Relief, IT IS HEREBY ORDERED AND DIRECTED that: 1. A Rule is issued upon Terrance E. Stock to show cause why the relief requested by Petitioner should not be granted; 2. Terrance E. Stock will file an Answer on or before November 18, 2011; 3. A hearing will be held on Thursday, December 8, 2011, at 2:00 p.m. in Courtroom No. 2 of the Cumberland County Courthouse, Carlisle, Pennsylvania. By the Court, Melissa Peel Greevy, Esquire Attorney for Plaintiff Jane Adams, Esquire Attorney for Defendant bas IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 05-4108 CIVIL *?t M. L. Ebert, Jr., J. Cry ?.._. N ?.J ca CECELIA F. STOCK, : IN THE COURT OF COMMON PLEAS Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA V. : NO. 05 - 4108 CIVIL TERM TERRANCE E. STOCK, : CIVIL ACTION - LAW , Defendant : IN DIVORCE - AFFIDAVIT OF SERVICE REGARDING THE = --? THE AFFIDAVIT OF SEPARATION :y I, Jane Adams, Esquire, do hereby certify that on or about October ,?201 I; served a true and correct copy of the AFFIDAVIT OF SEPARATION AND ( INTER-__ v AFFIDAVIT in the above-captioned matter upon the following individual(s) by-oerti ed rail, restricted, return receipt requested, addressed as follows: Melissa Peel Greevy, Esq. P.O. Box 103 Lemoyne, Pa. 17043. ATTORNEY , Complete sterns 1, 2, and 3. Also complete FOR PLAINTIFF Item 4 N Restr'icbsd Delivery Is dashed' ¦ Print your name and address on the reverse so that we return the card to you. Attachth to the back of the malipiece, or on if space permits. 1. Article Ack% ssed to: w o U3 A- 0 Agent Name) ll/I C. D. Is deliveryaddress dtf If YES, enter delivery n Itern 1? u re: below: ? No 3. Servk:e TWO 1A certified mail O Express mail p Registered ? Return Receipt for Merchandise ? Insured Mail ? C.O.D. 4. R@Wkftd DeYvery't Pft Fee) ? Yes 2. Article Number 7 011 2000 0001 2 518 9245 TW0(8 Imo, 1811, February 2004 Dornaft Rat AV FINI rt 1022542-*15W. pectfully Submitted: Date: 1 ! ?? .7f e Adams, Esquire O ` No. 79465 17 West South St. Carlisle, Pa. 17013 (717) 245-8508 ATTORNEY FOR DEFENDANT ,CEC?LIA F. STOCK, : IN THE COURT OF COMMON PLEAS - Plaintiff : CUMBERLAND COUNTY, PENNSYL IIA= V. : NO. 05 - 4108 CIVIL TERM C3 TERRANCE E. STOCK, : CIVIL ACTION - LAW = ?_' - - Defendant : IN DIVORCE MOTION TO EXCUSE DEFENDANT FROM ATTENDANCE AT HEARINd AND NOW, this 81h of December, 2011, comes Terrance E. Stock, by and through his attorney, Jane Adams, and hereby represents as follows: Defendant is currently living in Ocala, Florida. He is represented by Jane Adams, Esquire. 2. On or about October 1, 2011, Defendant suffered from a blood clot which seriously endangered his life. 3. Defendant is now overanticoagulated on blood thinners and has obtained a note from his doctor indicating that he must be stabilized before traveling. 4. Travel could endanger his health, in that, overanticoagulation puts him in severe danger of excessive internal bleeding, upon jarring movement, which could be life threatening. 5. Defendant could be available by telephone at the hearing. 6. Defendant's counsel will be present and is authorized to act on behalf of Defendant and will provide discovery materials, and the Deed to the marital home. 7. Further disposition of assets and discovery matters can by handled by the attorneys with the assistance of the Divorce Master. WHEREFORE, Defendant respectfully requests to be excused from personally attending the hearing in the above-captioned matter. Respectfully Submitted: Date: Jarf Adams, Esquire 1. . No. 79465 17 West South St. Carlisle, Pa. 17013 (717) 245-8508 ATTORNEY FOR DEFENDANT BLOOD AND CANCER CENTER RICMM J. MIX Toa. W) ramw • FaxO wl-l 07 TN. Wi-s 3 • *o (° ? ars, o KT1'c CtY_LrvC (X?rn-t is ltn? my Core and I s ovcronticcoou?d Yri ?Cquires tv be S+a bthZCd ,)CFor? Cnnin? in-rravCIs OU" -. rmw D ?X?-• L I's ATTORNEY VERIFICATION Undersigned counsel, Jane Adams, Esquire, hereby verifies and states that: 1. She is the Attorney of record for Terrance E. Stock. Mr. Stock is currently living in Ocala, Florida. 2. She is authorized to make this verification on her behalf. 3. She reviewed the facts contained in this Motion with her client telephonically. 4. The facts set forth in the foregoing response are true and correct to her to the best of her knowledge, information, and belief. 5. She is aware that false statements herein are made subject to the penalties of 18 Pa.C.S. §4904 relating to unsworn falsification to authorities. Date: Adams, Esquire 17 . South St. arlisle, Pa. 17013 Attorney for Terrance E. Stock CECELIA F. STOCK, V. : IN THE COURT OF COMMON PLEAS Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA NO. 05 - 4108 CIVIL TERM TERRANCE E. STOCK, : CIVIL ACTION - LAW c? Defendant : IN DIVORCE c -?' m z ?= ?:Nw = r=- -o r#i AFFIDAVITD off' rte' 'fl ?° o Affiant, Jane Adams, Esquire, hereby deposes and avers as follows: ?C') z 1. 1 am the attorney of record for Defendant, Terrance E. Stock. en 2. 1 requested that Terrance E. Stock provide me with a release to obtain his medical records. 3. 1 obtained medical records directly via fax from Dr. Quintero-Herenica as well as records furnished to me directly from Terrance E. Stock. 4. 1 arranged for all such records to hand-delivered to the Court and I provided all medical records in my possession to the Court, as specifically directed by the Court, in the Order of December 8, 2011. The records were delivered by January 6, 2012. Signed: Adams, Esquire Sworn to and Subscribed before me this day of a?r? , 2012 Notary Public ppMMONW • t ppENp4SYt.VM1IA coimis J. Man, Nowt' Pubk WWO cwr COW* OWWW .1 15 M84W. Y 1A T?V OF VOTARIES M r ZZ. -y - Johnson, Duffie, Stewart & Weidner By: Melissa Peel Greevy, Esquire I.D. No. 77950 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, Plaintiff V. NO. 05-4108 CIVIL TERM TERRANCE E. STOCK, IN DIVORCE Defendant CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA PURSUANT TO RULE 4009.22 As a prerequisite to service of a subpoena for documents and things pursuant to Rule 4009.22, Plaintiff hereby certifies that: (1) A letter, along with copies of the subpoenas to be served and a Waiver of 20 Day Subpoena Objection Period, was mailed to Defendant's counsel at least twenty (20) days prior to the date on which the subpoena was sought to be served; (2) A copy of the Waiver of 20 Day Subpoena Objection Period, including the proposed subpoenas, is attached to this Certificate; Attorneys for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA (3) No objection to the subpoenas has been received; and (4) The subpoenas to be served are identical to the subpoenas attached to the Certificate Prerequisite. Respectfully submitted, JOHNSON, FI , STEWART & WEIDNER By:!(/ Melissa Pee Greevv Date: CERTIFICATE OF SERVICE I hereby certify that I served a copy of the foregoing Certificate Prerequisite to Service of a Subpoena Pursuant to Rule 4009.22 upon the person indicated below via fax and by depositing a copy of the same in the United States mail, postage prepaid, at 100 Lemoyne, Pennsylvania, on the day of January 2012: Jane Adams, Esquire 17 West South Street Carlisle, PA 17013 And via fax to (717) 241-2456 JOHNSON, DUFFIE, STEWART & WEIDNER Johnson, Duffie, Stewart & Weidner By: Melissa Peel Greevy, Esquire I.D. No. 77950 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, V. Plaintiff TERRANCE E. STOCK, Defendant Attorneys for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 05-4108 CIVIL TERM IN DIVORCE WAIVER OF 20 DAY SUBPOENA OBJECTION PERIOD I, Jane Adams, Esquire, agree to waive the 20 day objection period for the Notice of Intent to Serve Subpoena to Produce Documents and Things for Discovery Pursuant to Rule 4009.21 to: (1) (2) Date: Capital One Bank JP Morgan Chase :470110 Ht: PR CUMBERLAND COLIN' PENNS YLVA NIA CECELIA F. STOCK, : IN THE COURT OF COMMON PLEAS Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA V. : NO. 05 - 4108 CIVIL TERM TERRANCE E. STOCK, : CIVIL ACTION - LAW Defendant : IN DIVORCE MOTION TO RELINQUISH JURISDICTION OF DIVORCE MASTER AND NOW COMES, Terrance E. Stock, Defendant in the above-captioned matter, by and through his Attorney, Jane Adams, files the instant Motion and in support thereof avers as follows: 1. Plaintiff is Cecelia F. Stock. She is represented by Melissa Peel Greevy, Esquire. 2. Defendant is Terrance E. Stock. He is represented by Jane Adams, Esquire. 3. Assisted by their attorneys, the parties have executed a final marriage settlement agreement which addressed all outstanding issues between the parties. • 4. The Divorce Master was previously appointed on this case. 5. The parties are requesting that the Divorce Master relinquish his jurisdiction so that the record can be transmitted for entry of a final Decree. 6. Plaintiff's Attorney, Melissa Peel Greevy was contacted regarding this request, and she confirmed in writing that she is in agreement with this request. 7. This matter was previously assigned to Judge Ebert. a WHEREFORE, Defendant respectfully requests that the attached order be entered by this Honorable Court. Respectfully Submitted, Date: )16Nt\\\., By: ÀY I0%1 Jane Alms, Esquire I.D. N.. 79465 17 West South St. Carlisle, Pa. 17013 (717) 245-8 508 ATTORNEYFOR DEFENDANT CECELIA F. STOCK, : IN THE COURT OF COMMON PLEAS Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant IN DIVORCE AFFIDAVIT OF CONSENT 1. A Complaint in Divorce under Section 3301(c)of the Divorce Code was filed on August 11, 2005. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety days have elapsed from the date of filing and service the Complaint. 3. 1 consent to the entry of a final Decree of Divorce after service of notice of intention to request entry of the Decree. WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OFA DIVORCE DECREE UNDER SECTION 3301(c) OF THE DIVORCE CODE 1. I consent to the entry of a final Decree of Divorce without notice. 2. 1 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. 1 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 above are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Date: E. STOCK, Defendant .606550 Johnson, Duffie, Stewart & Weidner By: Melissa P. Greevy I.D. No. 77950 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 CECELIA F. STOCK, Plaintiff vs. TERRANCE E. STOCK, Defendant 1. 2814 JUN rfir p j o O t :TAM �;`�co �'41112 RSC T4 Attorneys for Plaintiff : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA • No. 2005-4108 Civil Term IN DIVORCE AFFIDAVIT OF CONSENT A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on August 11, 2005. 2. The marriage of Plaintiff and Defendant is irretrievably brokern and ninety days have elapsed from the date of filing and service 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. 1. WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER SECTION 3301(c) OF THE DIVORCE CODE 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. 4" I' 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 above are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Date: 4 I a,+ I ' 1- CECELIA F. STOCK, Plaintiff CECELIA F. STOCK, IN THE COURT OF COMMON PLEAS OF Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA vs. NO. 05 - 4108 Civil TERRANCE E. STOCK, Defendant IN DIVORCE ORDER OF COURT AND NOW, this J011 day of 2014, an agreement having been reached between the parties resolving all claims raised in the proceedings, the agreement, at the request of counsel (see counsel's letter of June 24, 2014, attached hereto), is not to be made part of the record. The appointment of the Master is vacated and counsel can file a praecipe transmitting the record to the Court, along with the affidavits of consent and waivers of notice of intention to request entry of divorce decree signed by the parties, requesting a final decree in divorce. CC: 4telissa Peel Greevy At crney for Plaintiff Jane Adams Attorney for Defendant 7//fey BY THE COURT, 4 /4(6., vin A. Hess, P.J. r- t ev CD-= CECELIA F. STOCK, : IN THE COURT OF COMMON PLEAS Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA V. : NO. 05 - 4108 CIVIL TERM TERRANCE E. STOCK, : CIVIL ACTION - LAW Defendant : IN DIVORCE AND NOW, this ORDER OF COURT St day of , 2014, the parties and counsel having entered into an agreement and stipulation resolving the economic issues on June 24, 2014, by the execution of a marriage settlement agreement, the appointment of the Divorce Master is vacated and counsel can conclude the proceedings by filing a praecipe to transmit the record with the affidavits of consent of the parties so that a final Decree in divorce can be entered. By the Court: cc: *Melissa Peel Greevy, for Plaintiff Jane Adams, Esquire, for Defendant 'es 12.44 .154L '7/01( rvi cm/ cn RYw�✓ AJ C.7 Johnson, Duffie, Stewart & Weidner By: Melissa P. Greevy I.D. No. 77950 301 Market Street P. O. Box 109 Lemoyne, Pennsylvania 17043-0109 (717) 761-4540 Ui THE Pt aT ©Mt 2014 JUL -8 r,{ � PENSE NB COUNTY YLVA NIA ' Attorneys for Plaintiff CECELIA F. STOCK, : IN THE COURT OF COMMON PLEAS Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA vs. No. 2005-4108 Civil Term TERRANCE E. STOCK, Defendant IN DIVORCE PRAECIPE TO TRANSMIT RECORD To the Prothonotary: Transmit the record, together with the following information, to the court for entry of divorce decree: 1. Ground for divorce: irretrievable breakdown under § 3301(c) of the Divorce Code. 2. Date and manner of service of Complaint: August 20, 2005 via certified mail, return receipt requested. Filed with the Prothonotary on April 18, 2006. 3. Date of execution of the Affidavit of Consent required by § 3301(c) of the Divorce Code: by Plaintiff: June 24, 2014; by Defendant: June 9, 2014. 4. Related claims pending: None. 5. Date Plaintiff's Waiver of Notice in § 3301(c) Divorce was filed with the Prothonotary: June 27, 2014 Date Defendant's Waiver of Notice in § 3301(c) Divorce was filed with the Prothonotary: June 26, 2014 Date: :637361 JOHNSON, DUFFIE, STEWART & WEIDNER B A_ s r,9 Melissa P. Greevy : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA CECELIA F. STOCK V. : • TERRANCE E. STOCK : Na 20054108 DIVORCE DECREE AND NOW, SQL' 1i3 8.•50 AR, kCI '1 , it is ordered and decreed that CECELIA F. STOCK , plaintiff, and TERRANCE E. STOCK , defendant, are divorced from the bonds of matrimony. Any existing spousal support order shall hereafter be deemed an order for alimony pendente lite if any economic claims remain pending. The court retains jurisdiction of any claims raised by the parties to this action for which a final order has not yet been entered. Those claims are as follows: (If no claims remain indicate "None.") None. By the Court, - k . 11 Attest: J. hi, Ar.A • / ,„ ► • • b vlb D' ' rothonota Cerf. Copy mailed 4 +k areevy Mofice+ copy rr t lecl a (da►ns Wilk; 7/i 1°111