The URL can be used to link to this page

Home My WebLink About94-00270 :r a ~ o ::t ,;,~ . '" 7 ~, cJi o ::J: ",!sj ';1i .'t'.,. I , " 01 c-' , i coj . ~ , ~ J ~ i " t '.~ i ',' ~~~.~~-~-~~~~~~**~-~~*-~~~~.:~.~--~~~ e -,-~._-~ '---~'--' i ~ 8 , .. : IN THE COURT OF COMMON PLEAS : ..., ~ s ~ '.. i ~.' ~ ~ ',' " ',' w ',' w ',' " ',. ~ .,. ~ ',' .... ~ .,.. ~ ~.' w ',. ~ ... ~ I. ~ ... ~ ..' ~ .,' w ~' ~ .,' " ... w '.' ~ !='. ~ ',. ,;, ~ s ~ ,.' ~ ~. ~ '.' OF CUMBERLAND COUNTY tt- STATE OF _ PENNA, KAY D. HOFnIAN. Plaintiff N 0, ."".2.!~..9.V.~L .1.~,?~"."" 19 , ,. Vel':H1S LANTZ A. HOFFHAN. Defendant " ~.~ ,', ~ " ',' ,', ~ i ',' ,', ~ ~ ~ ~ ',' I, ,.~ $ DECREE IN ~ DIVORCE J:-3:40fJA.~ ANDNOW.~,~b.." 19~~", it is ordered and ~ decreed that ..." ..1.<~y, p" 1.l9m~tl. . , . .. . , , . .. , .. , .. .. .. , , .. .., plaintiff. and, . , , , , , , , . , , , , , , ,L.A.N,T,Z, .A.., ,~O,F,F.~~A,N, , . , , , , . , , , , , . , , . . , , , . , , " defendant. are divorced from the bonds of matrimony. The court retains jurisdiction of the following claims which have been raised of record in this action for which a final order has not yet been entered' oKJ~ . , , , , , , , , , , , "'IJ. , . . , , . . . . , . , . , , , , , , , , . . , , , , . . , , . . , , , , . , , , . , . , , . . . . , , , , , . , , ",.............,......,.............. .................. ~ ',' ~, ~I 71 ~I ~. . '.~;. .:.:. -:.;. ~ y w ',' ~ ',' w '.' ~ i ',' ~ ',' ~ I':. ~~ I... (~ {~ I~ ,.. ( : ~~ J. ;* s ~ ( . :~ ~ ~.*.~..~..~..~.~,,~.~~**,~**~,****,~*~,ro**~' ~/"hd,/.~~$dj ~ /Q~15 ~ /I(J/ ~~ I~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KAY D, HOFFMAN, PlaintilT ) ) ) ) ) ) ) CIVIL ACTION. LAW IN DIVORCE v. NO. 270 CIVIL 1994 LANTZ A. HOFFMAN, Defendant PRAECIPE TO TRANSMIT RECORD TO THE PROTHONOTARY: Transmit the record, together with the following information, to the court for entry ofa divorce decree: I. Ground for divorce: Irretrievable breakdown under ~3301(c) of the Divorce Code. 2. Date and manner of service of the complaint: Service by certified mail on January 26, 1994; Affidavit of Service tiled January 14,1998, 3. Date of execution of the affidavit of consent required by ~3301(c) of the Divorce Code: by plaintiff, December II, 1998; by defendant, December 10, 1998. 4. Related claims pending: All claims resolved by Marital Settlement Agreement of December 9, 1998, S, Date p1aintill's Waiver of Notice in ~3301(c) Divorce was tiled with the prothonotary: contemporaneously herewith; date defendant's Waiver ofNotiee in ~3301(c) Divorce was filed with the prothonotary: contemporaneously herewith, Date: /"2-//I/tr , . --- '---- --.: ')~r- < Donald T, Kissinger, Es e HOWETT, KISSINGER & MILES, P,C. 130 Walnut Street P. O. Box 810 Harrisburg, PA 17108 Telephone: (717) 234-2616 Counsel for PlaintilT Kay D, HolTman ~< 0....1Ll ZU 1Il<0<: i5:i~ ~....... ""1Il1'l Zi5Z OGiH ~"" 8~~ ~:::>j 01 !-<uz 0<: 0 :::>~t:! 8j~ ILl 0<: i=:1Ll>=1 Z~;::; ....UU .,.. a> C c,; (-.! I.;" i~": ,.~ !)~t. UJ!) () "-. 0.)- .... --l j'".:, I t~ . e:.. <, "_,l 'j->j C' , - .1.." ; , ..0 . '':'1 '---_I; . !~~ UJ'~ rr:1. : c..; In] j:: uJ '1Q.. CJ '-'. re ::'l 0 Vl <J . Z.... ~j ~ " 0'''' ::c: III .... ."" I'l >- .:i . Z ~~ ~ III 0... ::c: " III ..... . < III > I:l ~ j I'l 0<: o f;l 0<: !-< .... :0:: 1Il Z < 0<: !-< o !-< ILl "" .... f;l < 0<: "" o c.: ui ~ .. .. '" ::e..2: 011"'..:< ... ~ It< < ~ ~ .... 0 ~ IoU r&1 III r:Q ~ ~~!;~?- 1::!7. ;.0: - '" o.:J!::C:: ~gj~~~ !i!~o.. - A. ~ .. ~ ~ ~ := - . HOWE'IVI: KISSINGE/;{ & J\lILES. He, KAY D. HOFFMAN, . IN THE COURT OF COMMON PLEAS OF . Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA vs. CIVIL ACTION - LAW . NO. J.. 7 0 . LANTZ A. HOFFMAN, CIVIL 1994 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 following pages, you must take prompt action. You are warned that if you fail to do so, the case may proceed without you and a decree of divorce or annulment may be entered against you by the Court. A judgment may also be entered against you for any other claim or relief requested in these papers by the Plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for divorce is indignities or irretrievable breakdown of the marriage, you may request that the court require you and your spouse to attend marriage counseling prior to a divorce decree being handed down by the court. A list of marriage counselors is available in the Office of the Prothonotary at the Cumberland County Court House, Carlisle. You are advised that this list is kept as a convenience to you and you are not bound to choose a counselor from the list. All necessary arrangements and the cost of counseling sessions are to be borne by you and your spouse. 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 WHERE YOU CAN GET LEGAL HELP. Court Administrator One Courthouse Square Carlisle, Pennsylvania 17013-3387 (717) 240-6285 SNELBAKER & BRENNEMAN, P.C. LAW O"IC:a:!IJ SNELBAKER .. BRENNEMAr~ By-1~dt~~ Att ne s for Plaintiff . KAY D. HOFFMAN, . IN THE COURT OF COMMON PLEAS OF . Plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA . . . vs. . CIVIL ACTION - LAW . . . LANTZ A. HOFFMAN, . NO. CIVIL 1994 . Defendant . IN DIVORCE . COMPLAINT COUNT I GROUNDS FOR DIVORCE 1- The Plaintiff in this action is KAY D. HOFFMAN, an adult individual, who resides at 1056 Tunberry Court, Mechanicsburg, (Hampden Township), Cumberland county, Pennsylvania 17055. 2. The Defendant in this action is LANTZ A. HOFFMAN, an adult individual, who resides at 1041 Pennsylvania Ave~ue, Harrisburg, (Lower Swatara Township), Dauphin County, Pennsylvania 17111. 3. Both the Plaintiff and Defendant have been bona fide residents of the Commonwealth of Pennsylvania for at least six (6) months immediately previous to the filing of this complaint. 4. The Plaintiff and Defendant were lawfully joined in marriage on January 22, 1957, in Lewistown, Mifflin County, Pennsylvania. LAW O,.'lca;1 SNELBAICER .. BREr-lNEMAN 5. There have been no prior actions of divorce or for annulment between the parties except for a 1957 Divorce action in Mifflin . County, Pennsylvania in which Lantz A. Hoffman is the Plaintiff. The case is docketed to No. 39, August Term, 1957. The file consists of a Complaint, a Praecipe for entry of appearance by defense counsel and a Rule issued on the 7th day of June, 1957. No activity has occurred in this case since June of 1957, according to information provided to Kay D. Hoffman. 6. Neither party is a member of the armed forces of the United states of America. 7. The Plaintiff avers as the grounds upon which this action is based is that the marriage between the parties hereto is irretrievably broken. 8. The Plaintiff has been advised that counseling is available and that Plaintiff may have the right to request that the court require the parties to participate in counseling. 9. The Plaintiff requests the court to enter a decree of divorce. COUNT II - EOUITABLE DIVISION OF PROPERTY 10. LAW OFfICl:. SNELDAKER a 8RENUL~':..J The Plaintiff and Defendant have legally and beneficially acquired property both real and personal during their marriage from January 22, 1957. -2- 11. The Plaintiff requests the court to equitably divide all marital property pursuant to Section 3502 of the Pennsylvania Divorce Code. WHEREFORE, the Plaintiff, KAY D. HOFFMAN, prays your Honorable Court to: (a) enter a decree of divorce, divorcing the Plaintiff from the bonds of matrimony heretofore existing between the Plaintiff and the Defendant; (b) order equitable distribution of marital property; (c) order such other relief as the Court deems just and reasonable. I verify that the statements made in the complaint are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. S 4904 relating to unsworn falsification to authorities. ~~ /j}r~~ -<-/ Kay D. offman Date: January ~/, 1994 SNELBAKER & BRENNEMAN, P.C. By:~i~U~If~~ Phil H. Spare Attorneys for Plaintiff 44 West Main Street Mechanicsburg, PA 17055-0318 Telephone: 717-697-8528 u.w O..'ICt:. SNELBAKER a BRENNEMAN -3- ",.. "~'--'~"'''''''' .'~~',"- KAY D. HOFFMAN, : IN THE COURT OF COMMON PLEAS OF Plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA . . . vs. . CIVIL ACTION - LAW . . . LANTZ A. HOFFMAN, . NO. CIVIL 1994 . Defendant . IN DIVORCE . AFFIDAVIT KAY D. HOFFMAN, being duly sworn according to law, deposes and says: 1. I have been advised of the availability of marriage counseling and understand that I may request that the court require that my spouse and I participate in counseling. 2. I understand that the court maintains a list of marriage counselors in the Office of the Prothonotary, which list is available to me upon request. 3. Being so advised, I do HQT request that the court require my spouse and I participate in counseling prior to a divorce decree being handed down by the court. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. S 4904 relating to unsworn falsification to authorities. LAW O'FICI:. SNELOAKER a BRENNEMAN ~ j()~ ~Kay D. 0 fman (Plaintiff) Date: January'?/, 1994 , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. ) ) ) ) ) ) ) NO. 270 CIVIL 1994 KAY D. HOFFMAN, PlaintilT LANTZ A. HOFFMAN, Defendant CIVIL ACTION - LAW IN DIVORCE PLAINTIFF'S AFFIDAVIT OF CONSENT AND WAIVER OF COUNSELING 1. A complaint in divorce under ~3301(c) of the Divorce Code was filed on January 21, 1994. 2. The marriage of PlaintilT and Defendant is irretrievably broken, and ninety days have elapsed from the date ofming and service of the complaint. 3. I consent to the entry ora final decree in divorce after service of notice of intention to request entry of the decree. I verifY that the statements made in this Affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. ~4904, relating to unsworn falsification to authorities. Date: / :z~J!.-q~ . ~;c dJ ~l~"<.-/ Kay D. HolTman, PlaintilT :-0. lO ". j' ...~ t:,. I;; 0"-"" .. I :;;. ,..'; . r " .. . or ~. >- . , . -- (). L;.. ..:' I' ; , (-, . UJ ;,0; Loll' _.3 - : w., c.., J .:,~. r' . l.to' .: "tij I.. L..J ;:,-.JI-", . ,,;; U (Q :::.j (J' (J ~< OH"-l ZU en<"" ~>O ..:l> >OH p..enA Z ZZZ O"-lH i:!;jp.. ... -:t o . '" U;>< '" E-<:3:..... ~Z< O=>..:l..:l 8'H E-< z> "" OH :::J~HU OZE-< U<UO ..:l<.... "-l"" N ::<:"-l..:l E-<<<lH -> . Z~HO HUUZ Z.... ~j ~ c: o OM ::<: III ..... .p.. A ;>< i:i . Z ~~ 0'1:l ::<: c: ClI ..... . < ClI > A ~ j ffi en Z o Ut.:l Z ~H O..:l "-l E-<tIl HZ >=> <0 AU H ~~ ~O < "" en"-l - > ~H ~< H:3: !;;;A HZ j< p.. t.i ll: t~ Iloo~W ;;. ~c=E~~ IIol CIJ = 1; ~Cl5!:lz o~3IE~ .. rn :< 0 d :i(IJ~~~ !"'1:::~e; ;l:j .. .. ~ ~ ~ o = - . > '. , . '" flOWI~T'I: KISSINGEH & MILES. I~C. KAY D. HOFFMAN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 270 CIVIL 1994 CIVIL ACTION - LAW IN DIVORCE plaintiff, v. LANTZ A. HOFFMAN, Defendant. AP.IDAVIT O. CONSBKT 1. A complaint in Divorce under section 3301(c) of the Divorce Code was filed on January 24, 1994. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing and service of the Complaint. 3. after service decree. I consent to the entry of a final decree of divorce of notice of intention to request entry of the 4. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to autho ities. DATE: /:2j14)f/ La ~ \.0 G C!; ~ -., .~ .- c:.j ::s--'" UJ9 ::\~g C) .~ :1:: P:~i~' "J:.,.:: r!~", n_ ...! 7''::; (, '.0 ..;- C,.' '(1) lDt.;, - 'i,;~ --JL '.'"';;.; 11:..' c..o '-- ;J~'I.U _l. L..J ~~~ ,.... c.:;: f.J... ro ::.> C> 0\ CJ - . , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KAY Do HOFFMAN, Plain tilT ) ) ) ) ) ) ) CIVIL ACTION - LAW IN DIVORCE Vo NOo 270 CIVIL 1994 LANTZ Ao HOFFMAN, Defendant WAIVER OF NOTICE OF INTENTION TO REOUEST ENTRY OF A DIVORCE DECREE UNDER ~330t(cl OF THE DIVORCE CODE 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights conccrning alimony, division of property, lawyer's fees or expenses if( do not claim them before a divorce is granted. 3. I undcrstand 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 prothonotaryo I verifY that the statements made in this affidavit are true and correct. I understand that false statements herein Rre made subject to the penalties of 18 PaoCoSo ~4904 relating to unsworn falsification to authorities. Date: 1:L....///1i ~/)~ Kay Do olTman, Plainti . ." crJ (" ,:: .f (" I. ,-." In! '-.~ .. ("J ) (,. ) ;-~ F;:' ii.: ..1", U'. "j:.'; , . ._1 C\. '0 ", Il} - "~' (Ji (Lf, L' ,/< (1.- I.. ,jft! ...! ~ c:.l :..'d (J CtJ 'j Q' (J t.i g ll: ~< "-l ri 0!Zl"-l Z ~ rol tIl<U 0 &.l ..l ~ ~>"" H >1~ ~ A ... ,. :at:i~ p..tIlH "-l < ZA U ""~~~ z ~ffiz "" < H 0 o ll:: '" 0 ~ ~p..H~ > ~ ... ~ ~ H w.i~!I:lCQ... 8~:3: 0 A ~O5~? . ~ ~ z - z Z "-l ~ o :J!:~ ~ j ~~ U 0 is ~ 0 I.S Z.... H jcn:<I;;'" OlE ~j E-< >0 rn '" " E-<UZ> 0 "" !j!=iq "" OH 0'1:l Z ffi ::J~HU ~ c: :r: c: 8jtlo O'M ClI ~ ~ '" ::<:Ill ..... 0 ~ <.... ..... . < ClI ~ "-l"" N .p.. > A "" ~ ::<:"-l..:l A ~ "-l E-<~H > f5. > . ;>< H Z HO i:i j :i "-l HUUZ "" = " . .. , ... -.. 1I0WI';'I"I: KISSINGJi:f,"& 1\1ILES. He. r . r ~ KAY D. HOFFMAN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENN~Lw.NI~ (""': oJ -n ~: r::J ..~ NO. 270 CIVIL 1994 "t)\;, ,q :c:n tl:'.." =-> ",- :;;C '~~tIl '!J:. . rfl ~~t) ';.~~ t... -n t: jJ ;~; ("'I '. ;:("") oJ-.C! "tOr11 ~.(..;: ':.d ~ ~ ~ ~ Plaintiff, v. CIVIL ACTION - LAW LANTZ A. HOFFMAN, Defendant. . . . . IN DIVORCE DIVBR O. JlOTIc. O. IJIl'rBKTIOJl TO a.OU.ST BKTRY O. A DIVORC. DECR.E UNDER 8ECTIOJl 3301(0) O. TH. DIVORCE CODE 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. I understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. 54904 relating to unsworn falsificationoto authorities. Lan DATE: IJIt,,/n. I ' . " I KAY D. HOFFMAN, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW : NO. 270 CIVIL 1994 IN DIVORCE v. LANTZ A. HOFFMAN, Defendant AFFIDAVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA) : 55. COUNTY OF CUMBERLAND) Philip H. Spare, Esquire, being duly sworn according to law deposes and says: that he is a principal in the law firm of snelbaker, Brenneman & Spare, P. C., being the attorneys for Kay D. Hoffman, the Plaintiff in the above captioned action in divorce; that on January 25, 1994, he did send to Defendant Lantz A. Hoffman by certified mail, return receipt requested, restricted delivery, a duly certified copy of the Complaint in Divorce which was filed in the above captioned action as evidenced by the attached cover letter dated January 24, 1994 and Receipt for Certified Mail No. P 736 455 787; that both the Complaint and cover letter were duly received by Lantz A. LAW OfFice_ SNELDAKER. BRENNEMAN Be SPARE Hoffman, the Defendant herein, as evidenced by the return receipt card for said certified mail dated January 26, 1994; that a copy of the aforementioned cover letter dated January 24, 1994 is attached hereto and incorporated by reference herein as "Exhibit A" and that the original Receipt for Certified Mail and . '" , the Domestic Return Receipt are attached hereto and incorporated by reference herein as "Exhibit B"; and that the foregoing facts are true and correct to the best of his knowledge, information and belief. Wp.~ Sworn to and subscribed before me this I~day of January, 1998. ~t;;~ ~6' LV/~ Notary ublic NOlanal Soal ChOSI,n" M White NOlary PublIc MechaOlcsbu'Q Boro Cumberfalld County My CommISSion exprres Sepl 17 2001 Member Pennsylvania AsSOClallOn 01 NOlanas -2- -.....,..-.- SNELBAKER. S 'BRENNEMAN A rao,wIONAL COIlPOMnON ^TTOIUJEYS ^T U\W 44 WDT MAIN STJUET MECHANICSBURC, PENN5YLV~1A 17055 IUCHAAD C. SNELIlAKER KErTH 0 BRENNEMAN PHILIP H SPAIlE 111'-&01.8528 P. O. BOX 318 FACSIMILE Cll1l 81)7,7881 January 24, 1994 Mr. Lantz A. Hoffman 1041 Pennsylvania Avenue Harrisburg, PA 17111 Re: Hoffman v. Hoffman No. 270 civil 1994 Dear Mr. Hoffman: Enclosed please find a true and correct copy of a complaint in Divorce filed this date on behalf of Kay D. Hoffman. Very truly yours, Philip H. Spare PHS/sz Enclosure certified Mail, Restricted Delivery, Return Receipt Requested, Parcel No. 736 455 787 l::XlliilI'l' i, P 73b 455 ,,8"' ~ Certified Mall Receipt x:. , No Insuranco CO\lorage Provldod ----: 00 not usa lor Intornatlonal Mall ':'''::L"~'::l (Soo Revorse) Sttnllo SI'"' A No 1041 Permsy1vania Ave. PO. SIAto " liP COlle Harrisburg. PA PosIAQt! 17111 $ 5:) 1. 00 C.",IIf.''' fN! SplKial Dtll,~I)''''' F~ _: _ \;.1',/ " Rhtrllled foM! .', 2.50 .00 "ltlurnRI'(: lit> ~'''''j, i to Whom" .... I...clmil/, ~ . Retu.n flt'CIl'p Stl~' _ - 't,Tl~ ,,' ~ Oalo. A ....)dIE\'U <... Dft,veW ~ ~ "") TOTAL Pmlo!~ o IFl}fI. ~ Po1.1markorOa!o M E & I/) a. $ s:: C'<- LAW OFFICLS Sr-II:LDI\KER, BRENNEMAN 8: SPARE: ':.:~>i:,~-;F" _ _ _' _ _" _ _ ,-,~'_~;7-:~~i~~?:.:::.:<~:;:_:~~~,.L~~~:k ;,:r~ ,~on!lplo1~~.m. 1 .nd/.. 2 for tddll~.1 tlM'''o ; ..... 1".owf.lI;ii~;\.;c.iv.';,til~';:: ,ft' 0, Complm I...... 3. .nd 4. . bo .... following .'rVt~iJfo,.n~~~i:'1 "~, ,'_.J~rlnt your name end addr... on lhe reve,.. 01 thl. fDm1_1O that we can' fee): ".' '_":,:.-:.::':;;:->t._::_:_~_,:,;-.:~_::\x'_'_-:; . i~:E' EJI~~:::iho fronlof tho ....11...". or on \1>0 bt" Il.pm 1. 0 Addr_~"Addres~(' : .-.. .Writ. "R.lUm R."lpt R.....lltd.. 00 tho mtllpltct btlow tho Iftldt n....btf 2. j(itR..trfC1.d O.lhio/y c. '.. ."-1.1'. :;'0 .'-"ThlRltUfnRec:~twnhhow10y,homtht.l1k~w..dtllv...ec"ndthedlt.. ".. ',' '. " "... . .:::;:;; , 8 "v.,~. . Consult Itmalter for f..~- 13. i:~;~~i~m:emLe iR;;;;~./:~"l . · Harrisburg, PA l7111 Q\'J ~'r1I1I.d .r o E.p.... M.II 1 70 0.1. of D.llver J! . <li I 8. Addr....... 1 .nd f.. I. p. ~ 8. Slgn.tu.. (Ag.nt) II j .. ;'PS Form . D.c.mber 1891 *u.s. GPO: 11D--352071. EXIII13I'l' U .. .. J .. CERTIFICATE OF SERVICE I, PHILIP H. SPARE, ESQUIRE, hereby certify that I have, on the below date, caused a true and correct copy of the foregoing Affidavit of Service to be served upon the person and in the manner indicated below: FIRST CLASS MAIL. POSTAGE PREPAID. ADDRESSED AS FOLLOWS: P. Richard Wagner, Esquire Mancke, Wagner, Hershey & Tully 2233 North Front Street Harrisburg, PA 17110 ~~S.Uire SNELBAKER, BRENNEMAN & SPARE, P. C. 44 West Main Street P. O. Box 318 Mechanicsburg, PA 17055 (717) 697-8528 Attorneys for ~ay D. Hoffman Date: January 14, 1998 ............' '- :,f) r= I.~ .,J i,;:~ ~ c-; ~.~ II::. , , ,- J.' . I': " ""'J l ......'c r I " l.o- . . ( , 1 1;". . , . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KAY D. HOFFMAN, PlaintilT ) ) ) ) ) ) ) CIVIL ACTION - LAW IN DIVORCE v. NO. 270 CIVIL 1994 LANTZ Ao HOFFMAN, Defendant PRAECIPE WITHDRAWING ANCILLARY CLAIMS TO THE PROTHONOTARY: Please withdraw all ancillary claims filed by the Plaintiff, Kay D. HolTman, in her Complaint in Divorce docketed to the above term and number inasmuch as the parties have reached an agreement resolving all issues. Respectfully submitted, Date: 17-~( ~ . Donald 0 Kissinger, Esquire HOWETT, KISSINGER & MI 130 Walnut Street P.Oo Bo" 810 Harrisburg, PA 17108 Telephone: (717) 234-2616 Counsel for PlaintilT Kay D. HolTman ........~ ..---.... / , i >. III (. (~ '" i~: . , - .IJ' n (.~ : .' " W.I' ; ()-':.; '.- ):: . ~_. f ._ H~~: : f).,. , .", "1,-- (j)(' \" " ~' C)L,. ! ::'; Ii!,' , r--l,;j W , 'j;'U U4'! \.Ll ..,!o... 1'- Q u. co :) \J 0' <.) ~< OH"-l :z:U tIl<"" <>0 "-l..:l> ..:l;><H p..tIlA Z ZZZ O"-lH ~p.. -:t 8 . '" t:3:~ \:i=>:J..:l OIH ....uz> "" OH =>AHU 8~ztlo <.... "-l N 15"-l;::: el> 0 Z~HO HUUZ t.i ll: ui rlil = ~ '" ,. ~t-oO< ~~;;;. o ~ r: ~ ~ ::lrlilt;:l1~ ~ t:) ~ ~ ~.' t:: z z - ... o ;J t::: .:: i$.... -< 00' j(l)~...1iC (l)OVl; ~ :: ~ \#l ;l:j ;; .. ~ ~ ~ = :z: :$.... ~~ ~... Oc: ::<: OM III ...... Ap.. >- < "" > Z :$ ~'ij o III ::<:""' c: o ClI <.... ClI ~A j ~ Z H :3:tIl <:0: ""H A"'; 150 H :3:>- "" ~~ UH "-lU ~::! p.. . o. ./ ,. \ HOWETT. KISSINGER & MILES, RC. KAY D. HOFFMAN, plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW VB. LANTZ A. HOFFMAN, Defendant : NO. 94 - 270 CIVIL 19 : IN DIVORCE STATUS SHEET DATE: ACTIVITIES: . /~1Affl.6IJ '1~~ ~ . , OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Street Carlisle, PA 17013 (717) 240.6535 E. Robert Elicker, II DivDrce Masler Tracl Jo Colyer Office Manager/Reporter West Shore 697-0371 Ext. 6535 January 14, 1998 Philip H. Spare, Esquire SNELBAKER, BRENNEMAN & SPARE, P.C. 44 West Main Street P.O. Box 318 Mechanicsburg, PA 17055 P. Richard Wagner, Esquire HANCKE, WAGNER, HERSHEY & TULLY 2233 North Front Street Harrisburg, PA 17110 RE: Kay D. Hoffman vs. Lantz A. Hoffman No. 94 - 270 civil In Divorce Dear Mr. Spare and Mr. Wagner: By order of Court of President Judge George E. Hoffer dated January 12, 1998, the full-time Master has been appointed in the above referenced divorce proceedings. A divorce complaint was filed on January 24, 1994, raising grounds for divorce of irretrievable breakdown of the marriage. The complaint also raised the economic claim of equitable distribution. The motion for appointment of Master indicates that the statutory ground is under section 3301(d). I assume that counsel are going to file an affidavit averring the separation in excess of two years since apparently the Defendant is not willing to execute an affidavit of consent. In accordance with P.R.C.P. 1920.33(b) I am directing each counsel to file a pre-trial statement on or before Monday, February 9, 1998. Upon receipt of the pre-trial statements, I will immediately schedule a pre-hearing conference with counsel \t-~'fi:!] :.zr:~::' ~ Mr. Spare and Mr. Wagner, Attorneys at Law 14 January 1998 Page 2 to discuss the issues and, if necessary, schedule a hearing. Very truly yours, E. Robert Elicker, II Divorce Master NOTE: Sanctions for failure to file the pre-trial statements are set forth in subdivision (c) and (d) of Rule 1920.33. THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE MASTER'S OFFICE AND A COpy SENT DIRECTLY TO OPPOSING COUNSEL. ! 0 ~~ KAY D. HOFFMAN, Plaintiff . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA . . . . VS. : CIVIL ACTION - LAW . . : NO. 94 - 270 Civil LANTZ A. HOFFMAN, Defendant : : IN DIVORCE NOTICE OF PRE-HEARING CONFERENCE TO: Philip H. Spare P. Richard Wagner , Counsel for Plaintiff , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania, on the 8th day of May, 1998, at 9:30 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 2/23/98 E. Robert Elicker, II Divorce Master KAY D. HOFFMAN, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA : CIVIL ACTION - LAW VS. . . NO. 94 - 270 CIVIL LANTZ A. HOFFMAN, Defendant . . : IN DIVORCE RESCHEDULED PRE-HEARING CONFERENCE TO: Philip H. Spare P. Richard Wagner , Counsel for Plaintiff , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover street, Carlisle, pennsylvania, on the 8th day of June, 1998, at 9:00 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 5/4/98 E. Robert EliCker, II Divorce Master KAY D. HOFFMAN, Plaintiff . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW vs. . . : NO. 94 - 270 CIVIL LANTZ A. HOFFMAN, Defendant : IN DIVORCE RESCHEDULED PRE-HEARING CONFERENCE TO: Donald T. Kissinger P. Richard Wagner , Counsel for Plaintiff , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover street, Carlisle, Pennsylvania, on the 10th day of August, 1998, at 9:30 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 6/4/98 E. Robert Elicker, II Divorce Master KAY D. HOFFMAN, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW . . . . VS. . . . . : NO. 94 - 270 CIVIL LANTZ A. HOFFMAN, Defendant : : IN DIVORCE RESCHEDULED PRE-HEARING CONFERENCE TO: Donald T. Kissinger P. Richard Wagner , Counsel for Plaintiff , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover street, Carlisle, Pennsylvania, on the 25th day of August, 1998, at 1:30 p.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 8/10/98 E. Robert Elicker, II Divorce Master . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. ) ) ) ) ) ) ) NO. 270 CIVIL 1994 KAY D. HOFFMAN, PlaintilT LANTZ A. HOFFMAN, Defendant CIVIL ACTION - LAW IN DIVORCE PRAECIPE TO THE PROTHONOTARY: Please withdraw the appearance of Philip H. Spare, Esquire. on behalf of Kay D. HolTman, PlaintifTin the above.captioned divorce action, and enter the appearance of Donald T. Kissinger, Esquire. Respectfully submitted. Date: 6ftbA~ I" t' ----;") - Q Donald T. Kissinger, Esquire HOWETT. KISSINGER & MILES, P.C. 130 Walnut Street P.O. Box 810 Harrisburg, PA 17108 Telephone: 717-234-2616 .~vlh~ P~, Esquire SNELBAKER, BRENNEMAN & SPARE 44 West Main Street Mechanicsburg, PA 17055 Date: ~119'?r I IJOWE""I: I<JSSINGEH & MILES. He. r" .> ," t.i ll: ~< ui OH Z"-l ~ tIl<U .. ~>"" .. ~ ..:l0 :; I;; '" .- ;><> p..tIlH < ZA 110 o;J w.l ; Z ZZ l>l o c:: '" "" ~ O"-lZ ~ ~ .. 0 ~A..t-t ... tI1 CIl = ,.. ~ ... " Cl .. ... z o -:3:-:t - :;, u a Z 3 IE z U~jg: .... .... ~ .... z" .. ~ - .OM ~] ::s.... < 0 d o=> '..:l z... Cl. :irn~1;; '" 0 ~.~ rn"':2 ;. E-<UZH ~ ClI !j! ~ .. ~ "" 0> 0.... .. ~~HH ~..... ::<: ClI '" oztlu op.. > A ~ ~ U< ::<: . ..:l<0 < "-l"" .... . ~ [5"-l..:lN A ~ <<lH ~> . >- 0 Z HO < j = HUUZ ~ ~ , .. KAY D. HOFFMAN, . IN THE COURT OF COMMON PLEAS . . CUMBERLAND COUNTY, PENNSYLVANIA . plaintiff, . . v. . NO. 270 CIVIL 1994 . . . . CIVIL ACTION - LAW . LANTZ A. HOFFMAN, . . . IN DIVORCE . Defendant. . . ANSWER AND NOW, comes the Defendant, LANTZ A. HOFFMAN, by and through his attorneys, MANCKE AND WAGNER, and files the following Answer: 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admitted. 6. Admitted. 7. Denied. Defendant denies that the marriage between the parties is irretrievably broken. 8. Denied. Defendant is unaware of the advice given to the Plaintiff, and therefore, must respectfully deny the same. 9. Denied. It is denied that the Plaintiff is entitled to a Decree in Divorce. 10. Admitted in part, but it is denied that the Court has jurisdiction to equitably divide the marital property. ----.-.- . 11. Denied. It is denied that the Court should equitably divide the marital property pursuant to section 3502 of the Pennsylvania Divorce Code. WHEREFORE, Defendant prays this Court to dismiss Count I and Count II of the Plaintiff's Complaint. Respectfully submitted, By IIAJICKB, , BBRSRBY , TULLY . R re I.D I 03 22 orth Front street Harrisburg, PA 17110 (717) 234-7051 Attorney for Defendant DATE: 1'/1''1 ,.0,.- ,_~. ""'" VBRII'J:CATIOH I verify that the statements made in the foregoing document 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 falsifica ion to authorities. DATE: o1/~r CERTIFICATE OF SERVICE I, Debra K. Spinner, secretary in the law firm of MANCKE AND WAGNER, do hereby certify that I am this day serving a copy of the foregoing document to the following person and in the manner indicated below, which service satisfies the requirements of the Pennsylvania Rules of Civil procedure, by depositing the same in the united states Mail, Harrisburg, Pennsylvania, with first class postage, prepaid, and addressed as follows: Philip H. Spare, Esquire SNELBAKER & BRENNEMAN 44 West Main street Mechanicsburg, PA 17055 .it-Lv.... MtAU-J Debra K. Sp nner, Secretary MANCKE, WAGNER, HERSHEY & TULLY 2233 North Front Street Harrisburg, PA 17110 P. Richard Wagner, Esquire Attorneys for Defendant By DATE: 3/1/ rpl .. i . , -::r en d' . ':"C Cl._ .J r-l ~.~ :;"',: >< . E-t .... .jJ ZZ .... c:: O=> ..... ttl a: ~8 .jJ 'tJ W c:: c:: Z 0 ..... QJ Clio e uo<<: ttl .... ZH .-l . QJ <l: . ~ r..<<:z ll. Z 0 5 ~ ... O...:l<<: ~ ~ . o~ ~ P:::> Z P:: ~ E-t~..:l ~ r.. ~ ~ Zi d P::gj>< r.. ::: ~ <l: ~ ~ ~ => Ul r.. 0 Ul ~ " o=>z r.. :>:: Z w ~ UI uuz 0 <<: ~ ~ ~ ~ ~ ~ :>:: u ~ " ~r..ll. <<: Z ~ x :>::0 > <l: E-t 0 I>'l Ul E-t ~ ZO<<: >< Z H~ <<: <<: ...:l :<: ...:l ll. wr no lIt."""'" cnulrv THoll THf WI'IlI~j I~; " l~\J'- Jl.~t1 cnll REel C01'Y or tHE ORIOINAl rllEO l~ HlI!"; ACTION ., , 1\.1 At'JCf<I AND \iV,\t;NLI{ ,,:; .,"'...... -.1'*......;11,. .. ",""'r.. "I....O..U ,....,w..H) ..'10.... ''''1.... <10, (1"'" ." ... ..ll..~.( ''''.,~ 001 .. .I""',,,,,,,, .....lIfol...f'''' or,'M'" AnORNEY. ."......1. ~;:':': IN THE COURT OF CmlMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KAY D. HOFFMAN Plaintiff vs. LANTZ A. HOFFMAN, Defendant 270 1994 NO. KAY D. HOFFMAN ~IOTION FOR APPOINTMENT OF ~fASTER (Plaintiff) ~, following claims: moves the court to appoint a master with respect to the (X) Divorce ( ) Annulment ( ) Alimony ( ) Alimony Pendente ( X) ( ) ( ) ( ) Distribution of Property Support Counsel Fees Costs and Expenses Lite and in support of the motion states: (l) Discovery is complete as to the claims(s) for which the appoinrment of a master is requested. (2) The defendant (has) (haK~ appeared in (by his attorney, P. Richard Waqner. (3) The staturory ground(s) for divorce (is) the action ~X~l\X) ,Esquire). Ulx<<l 330lC d) . (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: Divorce, Equitable Distribution (5) The action (~~~) (does not involve) complex issues of law or fact. (6) (i) None. The hearing is expected to take 1 (h~ (days). Additional information, if any. relevant to the motion: Date: January 9, 1998 Attorn fo (Plaintiff) . ~/J ' ~X~) O~~m~INTING~ ~ respect to the following claims: Esquire, 11- AND NOW is appointed master with . ",.", .,. 1'.... >.,~ ) 1\: -,.-,,"' '~"'. .".,,... '-!", . '~'''O i S =I :! J 7- I II; j' Sri ) 1..Vi," '. .. ,-,...~ \>;;. ..,~., -~r,: I .'''-..~ ;.'.::...''''! -. ....} =...::::J-...;j Jb J ~ N ~ j:::: .- co ::1...... wQ Ch,~' (.)"'- ;c . ,..- fEL -.... ....;: '~~ or: ~C c:n : ;'I:.~ (1: ~.. I ri2i - rr:1.l: -- :'I..lI.l f!.: "'; :nc... -, "~. ~- ~ CX) ::;, 0' C,) SNELBAKER, BRENNEMAN 8 SPARE ^ r"Ofl~'ION^L cOllrmlATlON ATIORNEY~ AT Lo\W 44 wr.~T MAIN ~rRrEr MECHANICSBURG. PENNSYLVANIA 17055 fUCH^RD C. !tNELBAKEI\ KEITH 0 BIlENNE~ PHILIP H >MIlE r. o. BOX 318 fACSIMILE (717) 607.7681 '''''GU/'H~2K February 9, 1998 E. Robert Elicker, II, Esquire Office of Divorce Master 9 North Hanover street Carlisle, PA 17013 Re: Hoffman v. Hoffman No. 270 CIVIL 1994 In Divorce Dear Mr. Elicker: Enclosed for filing is the original Pretrial statement for Plaintiff Kay D. Hoffman in the above referenced matter. Also enclosed herewith is a copy which I request that you time-stamp and return to me via the "box" in the Prothonotary's office. Thank you for your attention to this request. Very truly yours, r1J)/~e Philip H. Spare PHS/ Enclosures cc: Kay D. Hoffman (w/enclosure) P. Richard Wagner, Esquire . - 0,.. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLV A.NlA 0 ..II UI:.C 1 1996rJV Kav D. HolTman FAMILY DIVISION Plaintiff NOo 270 Civil 1994 VS. Lantz A. HolTman Defcndant IN DIVORCE STIPULATION FOR THE ENTRY OF "DOMESTIC RELATIONS ORDER" AND NOW, this '1 ~day of ::;P L'/' _">'~ ,19 ql';'"the parties, Kay D. HolTman, PlaintilT and Lantz A. HolTman, Dcfendant, do hcreby Agree and Stipulate as follows: 1. The Defendant, Lantz A. HolTman (hcreinafter rcferred to as "Member") is a member of the Commonwealth of Pennsylvania, State Employes' Retirement System (hereinafter referred to as "SERS"). 2. SERS, as a creature of statute, is controlled by the State Employes' Retirement Code, 24 Pa. C.S. ~~5l01 et seq ("Retirement Code"). 3. Member's date of birth is January 24, 1936, and his Social Security number is 185-26- 4802. 4. The Plain tilT, Kay D. HolTman (hereinafter referred to as "Alternate Payee") is the former spouse of Member. Alternate Payee's date of birth is July 4, 1938, and her Social Security number is 177-30-4331. 5. Member's last known rnailing address is: 104l Pennsylvania Avenue Harrisburg, PA 17110 6. Alternate Payee's current mailing address is: 2865 Oakwood Drive Harrisburg, PA 17110 '. DRO Page 2 It is the responsibility of Alternate Payee to keep a current mailing address on file with SERS at all times. 7. The Alternate Payee's share (also known as the equitable distribution portion) of the Member's retirement benefit is as follows: (a) A lump sum amount equal to $15,000.00 together with interest at the rate of 4% per year, compounded annually, from the date of entry to this DRO until the date of payment, plus (b) A monthly benefit of $575.00 (together with any scheduled or ad hoc increases) for as long as the Member lives followed by a monthly survivor benefit of$l,105.00 (together with any scheduled or ad hoc increases) for as long as the Alternate Payee lives after the death of the Mernber. 8. Member's retirement benefit is defined as all monies paid to or on behalf of Member by SERS, including any lump sum withdrawals or scheduled or ad hoc increases, but excluding the disability portion of any disability annuities paid to Member by SERS or any deferred compensation benefits paid to Member by SERS. Payments to Alternate Payee shall commence as soon as administratively feasible on or about the date the Member actually enters pay status and SERS approves a Domestic Relations Order incorporating this Stipulation and Agreernent, whichever is later. 9. Member hereby nominates Alternate Payee as an irrevocable beneficiary for the following death benefit ifthe Member dies before his benefits commence: $15,000.00 together with interest at the rate of 4% per year, compounded annually, from the date of entry of this DRO until the date of payment plus the death benefit associated with the monthly benefit of $575.00 (together with any scheduled or ad hoc increases) for as long as the Member lives followed by a monthly survivor benefit of $1,105.00 (together with any /1~;~;!=::"_ . '0 L'tRO Page 3 scheduled or ad hoc increases) for as long as the Alternate Payee lives after the death ofthe Member, i.e., the present value of such benefits. This nomination shall become elTective upon approval by the Secretary of the Retirement Board, or his authorized representative, of any Domestic Relations Order incorporating this Stipulation and Agreement. The balance of any death benefit remaining after the allocation of Alternate Payee's share (in accordance with this Paragraph 9) shaH be paid to the beneficiaries named by Member on the last Nornination of Beneficiaries Form filed with the Retirernent Board prior to Member's death. (a) If the last Nomination of Beneficiaries Form filed by Member prior to Member's death (a) predates any approved Domestic RelatilJns Order incorporating this Stipulation and Agreement, and (b) names Alternate Payee as a beneficiary, then: (1) the terms of the Domestic Relations Order shall alone govern Alternate Payee's share of any death benefit, and (2) for purposes of paying the balance via the last Nomination of Beneficiaries Form filed with the Retirement Board prior to Mernber's death, Alternate Payee shall be treated as if Alternate Payee predeceased Member. No portion of the balance shaH be payable to Alternate Payee's estate. (b) In addition, Member shall execute and deliver to Alternate Payee an authorization in a form acceptable to SERS, which will authorize SERS to release to Alternate Payee all relevant information concerning Member's retirernent account. Alternate Payee shall deliver the authorization to SERS which will allow the Alternate Payee to check that she has been and continues to be properly nominated under this paragraph. 10. The term and amounts of Member's retirernent benefits payable to the Alternate Payee after SERS approves a Domestic Relations Order incorporating this Stipulation and Agreernent is dependent upon which option(s) is (are) selected by Member upon retiremento Member and Alternate Payee expressly agree that the Member shaH select the following retirement option(s) upon filing an Application for Retirement Allowance with SERS: '. DRO Page 4 Special Option 4 under which: a. Member shall elect to receive a refund of his contributions in an amount of at least equal to $15,000.00 together with interest at the rate of 4% per year compounded annually, from the date of entry of this DRO until the date of payment, and b. Member shall elect ajoint and survivor annuity with the Alternate Payee as the survivor annuitant under which, upon the death of the Member, $1,105.00 (together with any scheduled or ad hoc increases) per month shall be payable to the Alternate Payee during her Iifetimeo The intent of this Special Option 4 is that the Alternate Payee shall be paid a lump sum in accordance with Paragraph 7(a) and, also, that she shall be paid a monthly benefit of $575.00 (together with any scheduled or ad hoc increases) for as long as the Member lives followed by a monthly survivor benefit of $1,105000 (together with any scheduled or ad hoc increases) for as long as she lives after the death of the Member. 11. Alternate Payee may not exercise any right, privilege or option olTered by SERS. SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid to each. 12. In the event of the death of Alternate Payee prior to receipt of all of her payments payable to her from SERS under this Order, any death benefit or retirement benefit payable to Alternate Payee by SERS shall be paid to Alternate Payee's estate to the extent of Alternate Payee's equitable distribution portion of Member's retirernent benefit as set forth in Paragraph 7. 13. In no event shall Alternate Payee have greater benefits or rights other than those which are available to Member. Alternate Payee is not entitled to any benefit not otherwise provided by SERS. The Alternate Payee is only entitled to the specific benefits offered by SERS as provided in this Order. All other rights, privileges and options offered by SERS not granted to Alternate Payee by this Order are preserved for Member. " l1RO Page 5 14. It is specifically intended and agreed by the parties hereto that this Order: (a) Does not require SERS to provide any type or form of benefit, or any option not otherwise provided under the Retirement Code; (b) Does not require SERS to provide increased benefits (determined on the basis of actuarial value) unless increased benefits are paid to Member based upon cost of living or increases based on other than actuarial values. 15. The parties intend and agree that the terms ofthis Stipulation and Agreement shall be approved, adopted and entered as a Domestic Relations Order. 16. The Court ofCornmon Pleas of Cumberland County, Pennsylvania, shall retain jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and Agreement, but only for the purposes of establishing it or maintaining it as a Domestic Relations Order; provided, however, that no such amendment shall require SERS to provide any type or form of benefit, or any option not otherwise provided by SERS, and further provided that no such amendment or right of the Court to so amend will invalidate this existing Order, 17. Upon entry as a Domestic Relations Order, a certified copy ofthe Domestic Relations Order and this Stipulation and Agreement and any attendant documents shall be served upon SERS immediately. The Domestic Relations Order shall take elTect immediately upon SERS approval and SERS approval of any attendant documents and then shall remain in elTect until further Order ofthe Court. WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation and Agreement, do hereunto place their hands and seals. .~.RO ,- Page 6 / I e endantlMember '. , ~~~~Ltf"~.,~ " '. ' ( , '. ,) --1 I J ?".. . . J fJl ", r., . " ~~~\. Q~ "\s;I~~ \ '0 ~ ~~-\t> Mo, , .4 ~~, :' , - '- . '~'..~ .." '" _.~ " ) ;,(~J , , " , "~I .-' ~ .... "........,...-..-....... . ' KAY D. HOFFMAN IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 270 CIVIL 1994 Plaintiff v. LANTZ A. HOFFMAN Defendant IN DIVORCE PLAINTIFF'S PRETRIAL STATEMENT PURSUANT TO Pa.R.C.P. 1920.331bl TO: E. ROBERT ELICKER, II, DIVORCE MASTER: AND NOW, comes the Plaintiff, KAY D. HOFFMAN, by her attorneys, Snelbaker, Brenneman & Spare, P. C., and submits the following pursuant to Pa.R.C.P. 1920.33(b) and Divorce Master Elicker's letter of January 14, 1998. I. INTRODUCTION - BACKGROUND The following significant dates are submitted: January 22, 1957: The parties were married. January 6, 1994: Date of separation. January 24, 1994: Plaintiff (Wife) filed Divorce Complaint. II. STATEMENT PURSUANT TO Pa.R.C.P. 1920.331bl The following material corresponds by paragraph designation in accordance with the system of Pa.R.C.P. 1920.33(b): (1) LIST OF ASSETS (i) Marital assets LAW OFFICE'S SNCLDAKER, BRENNEMAN 8: SPARE (a) Marital residence at 1041 Pennsylvania Avenue, Harrisburg, PA Current Value: $118,000 , 0 Balance of mortgage: approximately $29,500. Balance of home equity loan: approximately $10,000. (b) Household goods, furnishings, artwork, collectibles, firearms, etc. Value: to be appraised as needed. (c) Motor vehicles: 1. 1987 Mazda 2. 1980 Oldsmobile Diesel 3. 1988 Chevrolet Caprice Classic Value: to be appraised as needed. (d) Intangible personal property in Wife's name: 1. Fulton IRA (216-00382) $5,719.97 as of 12/31/93; (PX-1) 2. Fulton IRA Certificate of Deposit (390- I27014-C) $1700.74 as of 12/31/93; (PX-1) 3. Farmers Trust (001-386493) $626.39 as of 12/31/93; (PX-2) 4. Fulton Checking (1618-34160)$3,826.67 as of 1/18/94; (PX-3) 5. Fulton statement Savings (116-933155) $54.46 as of 1/17/94; (PX-3) 6. Travelers Tax Sheltered Annuity (028127- 8278416) $10,933.08 as of 12/31/93; (PX-4) 7. Lincoln National Life Insurance Co. Annuity Contract (96-5273344) $41,757.15 as of 12/31/93; (PX-5) 8. Lincoln National Life Insurance Co. Annuity Contract (96-5754645) $2,028.16 as of 12/31/93; (PX-6) LAW Of-FleES SNI:LOAKER. 13RENNEMAN 6: SPARE -2- '. '. 9. T. Rowe Price IRA (700190219-7) $7,751. 38 as of 1/1/94 ; (PX-7) 10. T. Rowe Price IRA (700190223-6) $2,556.37 as of 1/1/94. (PX-7) 11. Prudential Life Insurance Policies value approximately $8,000.00. (e) Intangible Personal Property in Husband's name: 1. Providenmutual Life & Annuity Co. Of America (through Fulton Bank) $9,898.63 as of 1/4/96; (PX-8) 2. Commonwealth of Pa. Deferred Compensation Program $5,740.34 as of 12/31/93; (PX-9) 3. Fulton Fund (1618-34165) $22,647.00 as of 1/18/94; (PX-10) 4. Fulton statement Savings (216-000390) $8,994 as of 1/17/94; (PX-10) 5. Prudential Life Insurance Policies Approximately $14,000.00. (ii) Non-marital assets in possession of Plaintiff: Real property interests and tangible and intangible personal property accumulated since date of separation to be determined and compiled as needed. (2) IDENTIFICATION OF EXPERT WITNESSES Harry M. Leister, Jr. F.S.A. Conrad Siegel, Inc. 500 Nationwide Drive Harrisburg, PA 17110-5900 Re: valuation of Husband's Pa. SERS Account Plaintiff reserves the right to call other expert witnesses LAW OFFICE:S SNt:LDAKER. Bnr.NNEM^N 6: SPARE as needed. -3- (3) IDENTIFICATION OF OTHER WITNESSES plaintiff's only non-expert witness at this time is herself. However, plaintiff reserves the right to call other witnesses as needed depending upon Defendant's Pretrial Statement and his position as to the existence and value of marital assets and debts. (4) LIST OF EXHIBITS Plaintiff proposes to produce at trial the following exhibits identified as Plaintiff's Exhibits by the abbreviation "PX". copies of the following exhibits are attached to this statement: PX-1 Fulton IRA (216-00382) $5,719.97 as of 12/31/93; Fulton IRA Certificate of Deposit (390-127014-C) $1700.74 as of 12/3l/93; PX-2 Farmers Trust (001-386493) $626.39 as of 12/31/93; PX-3 Fulton Checking (1618-34160)$3,826.67 as of 1/18/94; Fulton Statement Savings (116-933155) $54.46 as of 1/17/94; PX-4 Travelers Tax Sheltered Annuity (028127-8278416) $10,933.08 as of 12/31/93; PX-5 Lincoln National Life Insurance Co. Annuity contract (96-5273344) $41,757.15 as of 12/31/93; PX-6 Lincoln National Life Insurance Co. Annuity Contract (96-5754645) $2,028.16 as of 12/31/93; PX-7 T. Rowe price IRA (700190219-7) $7,751.38 as of 1/1/94 ; T. Rowe Price IRA (700190223-6) $2,556.37 as of 1/1/94. LAW OFP'ICI:8 SNELDAKER. BReNNEMAN a SPARE -4- PX-8 Providenmutual Life & Annuity Co. Of America (through Fulton Bank) $9,898.63 as of 1/4/96; PX-9 Commonwealth of Pa. Deferred Compensation Program $5,740.34 as of 12/31/93; PX-10 PX-ll PX-12 PX-13 Fulton Fund (1618-34165) $22,647.00 as of 1/18/94; Fulton statement Savings (216-000390) $8,994 as of 1/17/94; Plaintiff's Carlisle Hospital Retirement from date of hire (3/4/87) through date of separation; value $46,157.08 per 11/30/95 letter from Donald w. Samples, FSA, EA of Hay/Huggins Company, Inc.; Defendant's Commonwealth of Pennsylvania state Employes' Retirement System Account from date of hire (1972) through date of separation; 10/9/96 letter from Harry M. Leister, Jr. of Conrad Siegel, Inc. regarding value of Defendant's retirement. Plaintiff reserves the right to supplement this list of exhibits as needed and as documents become available to her. (5) PLAINTIFF'S INCOME See attached Income and Expense Statement. (6) PLAINTIFF'S EXPENSES See attached Income and Expense Statement. (7) RETIREMENT/PENSION BENEFITS (a) Plaintiff's Carlisle Hospital Retirement from date of hire (3/4/87) through date of separation; value $46,157.08 per 11/30/95 letter from Donald W. Samples, LAW o'''c:ca SNELDAKER. BRENNEMAN 8: SPARE -5- ~. FSA, EA of Hay/Huggins Company, Inc. (PX-11) (b) Defendant's Commonwealth of Pennsylvania state Employes' Retirement System Account from date of hire (1972) through date of separation; value $258,276 per 10/9/96 letter from Harry M. Leister, Jr. of Conrad Siegel, Inc. (PX-12 letter) (PX-13, Account Statement) (8) COUNSEL FEES Neither party is claiming counsel fees. (9) TANGIBLE PERSONAL PROPERTY See above. (10) MARITAL DEBT (a) Mortgage on marital residence. (b) Home Equity Loan of marital residence. (11) PROPOSED RESOLUTION OF ECONOMIC ISSUES Plaintiff proposes resolution of the economic issues as follows: Parties to retain all personal property currently in his or her possession. Tangible personal property to be valued by appraiser. Parties to retain all intangible personal property in his or her name. LAW OFFICI:B SNELDAKER. BRENNEMAN a: SPARE -6- Plaintiff to retain her Carlisle Hospital Retirement. Defendant to receive marital home subject to mortgage and home equity 19an in return for cash payment of $45,000 to Plaintiff. Plaintiff to receive a portion of Defendant's Pa.SERS retirement account by approved Domestic Relations Order in an amount sufficient to equalize division of all marital property. Respectfully Submitted, SNELBAKER, BRENNEMAN & SPARE, P. C. By: Date: February 9, 1998 Ph 1 P 44 W. M in Street Mechanicsburg, PA 17055 (717) 697-8528 Attorneys for Plaintiff Kay D. Hoffman LAW OP'F'cte SNELDAKER. BRENNEMAN Br SPARE -7- ...... --.....,-.- . ..,..,~..,,---- INCOME AND EXPENSE STATEMENT OF KAY D. HOFFMAN I verify that the statements made in this Income and Expense statement are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 54904 relating to unsworn falsification to authorities. Date: 'J/ /\-~7" dJ ~,/A-Yl'" _ . Xay ~.'Hoffman INCOME Employer: HealthAmerica (Coventry Healthcare Maintenance corp.) Address: 2575 Interstate Drive, Harrisburg, PA 17110 (53 Century Blvd., Nashville, TN 37214) Type of Work: Director, Quality Improvement Payroll Number: 5497 Pay Period: bi-weekly Gross Pay per Pay Period: $2,164.80 Itemized Payroll Deductions: Federal withholding: Social Security: Local Wage Tax: State Income Tax: Retirement: Life Insurance: Health Insurance: Charity: Net Pay per Pay Period: Other Income: $393.63 134.50 21. 77 60.40 216.48 3.49 7.55 3.00 $1,292.52 Interest: $262* Total Income: $1,292.52/bi-weekly *(1996) does not reflect sheltered interest not taken , . BXPENSES MONTHLY YEARLY Home Mortgage $1,664* Maintenance 35 utilities Refuse $100 Electric $100 Security 18 oil 25 Telephone 65 Water 20 Sewer 20 Employment Lunch $50 Taxes Real Estate $2,638** Personal property 280 Income (16,501) (1997) Insurance Homeowners $282** Automobile 666 Life $185 Automobile Payments $385 Fuel 80 Repairs 30 Medical Doctor $100 Medicine 350 Special needs 200 Personal Clothing $100 Food 300 Hairdresser 60 ..'_..._-'"--'.-,_.,....,,_._,~.- Credit payments and charge accounts - variable Miscellaneous Household help $110 Papers/books/ Magazines Entertainment 50 Pay TV 25 Vacation Gifts Legal fees Charitable contributions $ 210 1,000 1,500 800 1,200 TOTAL EXPENSES *includes escrow amount for taxes and home owners insurance **included in mortgage payment ~ JL'I L ,;'/"''- \. 1 '..~ :'''-: 'II Ho'..I.Jrll Fulton Bank P.O. BOX 4887 LANCASTER, PA 17604 Hb.k:.., ItarIIft; ~.1.:.. ~ STATEMENT .. , . BA~K ~~N 23-19!8421 :,\~L'( J;~"IJ'~~:'~::\17 ')~-04-~9q'3 ~"':IJI:t'=D nSBU~SEM:NT ')l-04-ZQOQ :~ ~ '( ') 4.'':~'1,l, ': ..)..~ "::'."1.\ 4'/: ...\~,!~~IJ~;?.\ l'.~.l~ STATEMENT' DATE 01-1<3-94 PAGE 1 PERIOD FROM I TO 01-~1-93 lZ-31-Q3 TRANSACTION DESCRIPTION \77-10-41~1 1ET:~:MENT t~. NJ. '177J~4331 .S:::!~I. ~:::'r~ ~7" .l'J. A':': '1,...';.,- ": : ::. -., 1:" ~1 : TRANSACTION DATE iY:>: - V P't:r'J~ 3A 0.S-10-Q3 12-31-93 I:I':"~~:.)T INTE~:iT - - - - - - - - - - - - - - - ACCOU~:T 16::-:37::!-.3-C TV?: - V P~IIJ1 BA 't~"':: 04-12.-?1 04-11-93 MATU1!7Y Q~-11-=J~ AUT1 D:~:~~L h~ 1~ 04-~1-q~ ~! INT:~~':;T r~ANS~~~ ~UT-:~17~R~JAL TRANSACTION AMOUNT 'l SAVt~I;;S ANC:: 9Z.93 9!l.62 BALANCE .AT: 3.'60 5,550.52 5,6'33.3'; 5,':!.Q.'?7 ~ C a;:-O~?-JI!U;::- ;.~O~ ANCE 1,!l33.0Z .1'0 ~:W D~ ::: 04-11-94 13.?3 1,!l51.65 1,!l~1.65 .00 - - - - - - - - - - - - - - - - - - - - - - - - - ACC~U~T J~~-!~701~-~ ~ATU~:7Y )~-~1-9, AUT: l:~!~AL AS ~F 04-~~-Q3 ~E TOANS=:q !~-!~TE1M~L INT:o:;:;r T,(~: - y PR'l::~ !3A ~~T~: 04-11-93 06-10-Q3 11-:1..-93 !~I-r:~ '.~ ~7 ~ C OF OC:P .vl~: .050 N::W :>4 1,6::;1.63 14.n 34.'37 - - - - - - - - - - - - - - - - - - - - - - - - - - - J ATE 4.050 .I)~ E: 04-11-95 1,651065 1,6?6.~7 1,700.74 ----- SUMMARV OF ACCOUNT ~t'.n.;~ ,,)~~"IUE"':~ITS .~, ':~, i~X wtTHH:LO ~J~.~7 s: T4X W!THH~L~ .~~ :J~T1tBUTION5 SI~C5 i,4~~.71 ~1~ ~~92 oC:'J~ 1993 TCTAL ?U.'I '1At'), ~,4~O.71 ~~LL:JV:U FAI~ ~~~~~i v~LU~ 1~ DLA~ AT TH~ :"D J= 1993 P~!Q~ ':~ ~:~ ~ \'. ?L'J~ ~:'I. !)---: PL~lS !\I':":.:.~:- L"~~ -:'r-.- ..._... .J... ~ N;:"" r..:.~,~ :~~ PX-l .I)~ .'0 .00 0:-)1-']3 .00 .00 .00 7,420.71 ,~'3J ;'...11 l.~'y.l 1~~.''''... \.+ . . "J,:-... -'.' FAR!v1ERSII TRUST Carlisle. Pennsylvania ...-..... STATEMENT OF ACCOUNTS C'jl-386413 STAT~M=NT PERIC~ FROM THROUQH :Z.,;l.-.n lZ-3l-1:' PAGE 1 OF 1 '{AV 0 '~r.FF."A~' PO El';X 2e5 C~R~IS~: PA :7.l1-C283 ;~ATE"~'JT S~VIN~~ ACCOUNT: r,~1-3a6493 ~JR ~ITHeRA~A~S! N6R INTEREST : ~EaITS , PAI~ EN-'l'JG 3ALA'lC ~ P~:VIG~~ CEPCSIT~! 3TATEM=~T 1A~ANC: C~E~ITS 25.,' : s ": .;9 .':''-: 1.3 '1 =26.39 ~c C:lj~.:T /I~ TEP. eST WFOIlMAT ION .AST :N7ai\c5T ~~i:PSST PAle THIS V~A~ ;UI'RENT ~.H= 1.3? 1.39 2. ;.....'0% TAXPAYER Ie IIUM3e" SERvIt;e F:: ~ASi I~TERcST DAT~ 177-1':'-4~3: ... r 12-31- 93 .AST TR~~S~:TIC~ ~~~E 1:-~2-~'3 CATE , 2.,".=3 o:Z_' ~-93 ., -.. ,..- :"~-~':'-:': _2-".,_03 ACTIV:TY ~E!:?IPT:~'1 DEPOSITS! CREDITS WITHDRAWALS! D!:a::TS 2ALANC: e~;I:INI~G aAL~NtE <lEP'JSIT !NT::"2ST C?~C!T :/IIGP.G ~ALA:IC:: bC.j.liO 1.39 2S.\'~ 6Z~.;,,;": 026.39 6: e:. 39 ..* A~NU~L ?!~:=NTIG~ V!=L~ ~~aNED C!SCL!J5UR5 FRO~ li-01-~3 TH~1UGH lZ-31-}] ... ;"I~'JAL ?~::.C~~~T':,C::! y I::L= :;:'~NE.J ~~~~AG~ CALLY CCLL~CT5: ~ALA~C5 I\JT=!'\EST :Af'!tJ:C 2.537. 3!!6. 3 3 1.39 ': If! ':': T T I:.UP!~~ -~. ..,.... F~q~Eqs 7~U~- CC~Q\~V ::',: ',,= 57 ': 3~ S T~==T PO r:~~LI~L: ;J:' 17::::-"'1,2,:, -. ~ .. ... ...... .- - -' ~cx 22-- PX-2 -.,--..-,,-,. o' Fulto:nBank 1057 0016 LANCASTER. PENNSYLVANIA \7604 ---- MEMBER FDIC STATE~ENT ~F ACCOUNTS 1618-34160 STATEMENT PERIOD FRIJM THROUGH 1Z-20-~3 ~1-19-94 ( PAGE 3 ---- KAY D HOFFMAN 1041 PENNA AVE HARRISBURG PA 17111 49 ENClJSUR:S REGULAR CHECKING DEPOSITSI CHECKSI DATE ACTIVITY DESCRIP!ION REFERENCE CREDITS DEBITS BALANCe 01/07 pas PURCHASE 007 17 46.56 950 WALNUT BOTTOM CARLISLE PA 01/07 CHECK 3679 00502603870 100.00 01/07 CHECK 3680 00604404740 19.77 01/07 CHECK 3683 00908006210 105.36 5,153.08 01/10 ATM CASH WID 000640 50.00 ELECTRIC & SIXTH 01/10 lEWISTOWN PA SLIM TIME INC 4.00 MEMBER FEE 940110 10H284 01/10 CHECK 3682 00707402730 1,2a8.75 3,810.33 01111 ATM CASH WID 000677 50.00 6520 CARLISLE PIKE 01/11 MECHANICSBURGPA CHECK 3661 00506501240 900.00 01/11 CHECK 3685 01217806190 771.68 Ollp CHECK 3689 01116605380 100.00 011 1 CHECK 3692 01218301190 :!.l5.61 1,373.04 01/l2 AUTO TRFR FR LINE CR 50.00 ACCT 1618-34160 01/12 POS PURCHASE 000431 69.36 351 E HIGH ST CARLISLE PA 01112 CHECK 3684 00200509680 1,768.31 01/12 CHECK 3687 00302202420 43.32 42.05 01/13 ATM DEPOSIT 000071 4,000.00 652 OCARLISLE PIKE MECHANICSBURGPA 01/13 ATM CASH WID 000072 50.00 652 OCARLISlE PIKE 3,~qz.05 HECHANICSBURGPA 01/14 POS PURCHASE 007818 46.07 950 WALNUT BOTTOM CARLISLE PA 01/14 CHECK 3693 00301001020 49.52 3,996.46 01/18 SERVICE FEE 5.00 01/18 ATM CASH WID 005795 50.00 246 PARKER ST. 01/18 CARLISLE PA CK CREDIT l4.79 PAYMENT 3,82!,.67 ACCT N001618-34160 01/18 ENDING BALANCE 3,826.67 DIRECT FULTON BANK INQUIRIES TO: PO BOX 4887 lANCASTER PO\ ....... ~~ ~-....... l'X-3 (l of 2) . Fu.ltonBank 1057 0016 ---- --- LANCASTER, PENNSYLVANIA 17804 MUI11A FDIC STATEM~NT OF ACCOUNTS 1618-341S0 STAT=M~NT PERIOD FROM THROUGH 12-20-13 Ol-18-94 PAGE 4 ---- KAY D HOFFMAN 1041 PENNA AVE HARRISBURG PA 17111 49 r:NCLOSUR:S REGULAR CHECKING CHECK SUMMARY . INDICATES SKIP IN CHECK NUMBERS CHECK NO AMOUNT CHECK NO AMOUNT CHECK NO AMOUNT 3612 500.00 36~6 25.00 36:p 70.37 3633. 40.00 36 7 38.00 36 4 103.22 3642. 7.00 3659. 59.89 3675 107.57 3643 29.75 3660 7.72 3676 50.01} 3644 10.00 3661 900.00 3678. 114.25 3645 75.00 3662 582.67 3679 100.00 36~6 50.00 3663 25.00 3680 ~ch77 36 7 15.00 3664 77.01 3681 2.9'2 3648 131.00 3665 63.39 3692 1,288.75 3649 66.97 3666 77.12 3683 105.36 3650 ~3.62 3667 96.38 3684 1,768.31 3651 5.40 3668 40.50 3685 771.69 3652 50.45 3669 52.99 3687. 43.32 3653 44.39 3670 30.00 3689. 100.0') 365~ 25.19 3671 53.09 3692. 115.6l 365 48.41 3672 46.00 3693 49.52 . TOTAL NUMBER OF CHECKS 48 TOTAL AMOUNT OF CHECKS 9,247.59 SERVICE FEE BALANCE INFORMATION ::,465.1:: AVERAGE LEDGER BALANCE 2,647.72 AVERAGE COLLECTED BALANCE MINIMUM LEDGER BALANCE 3.43 MINIMUM COLLECTED BALANCE 184.46' ................................................................................. STATEMENT SAVINGS ACCOUNT NO. 116-933155 PREVIOUS STATEMENT BALANCE ENDING BALANCE THIS STATEMENT DATE ACTIVITY DESCRIPTION 12/17 BEGINNING BALANCE 12/31 INTEREST CREDIT FRO~ 12-17-93 T~R~U~~ 01-17-94 51.16 54.45 CREDITS DEBITS BALANCS 51.15 3.30 54.46 ... ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM ANNUAL PERCENTAGE YIELD EARNED AVERAGE DAILY LEDGER BALANCE INTEREST EARNED l2-17-93 THROUGH 2.392: 53.01 .11 1)1-17-94 **. DIRECT INQUIRIES TO: -~I -.........'1":'. FULTON BANK PO BOX 4887 LANCASTER p~ 17504-4897 .,........ .,...... ...-...- PX-3 (2 of 2) THE TRAVELERS INSURANCE COMPANY ONE TOWER SQUARE HARTFORD, CONNECTICUT 06183-5030 Agent Name: The Cope lend Companies KAY D HOFFMAN 1041 PENNSYLVANIA AVE HARRISBURG, PA 17111 Ta:ot 11>: 177-30-4331 1993 ANNUAL STATEMENT OF ACCOUNT This statement Includes a summary of all contracts under: Tax Sheltered Annuity 028127-8278416 BEGINNING OF YEAR BALANCE YEAR-TO-DATE CONTRIBUTION ADJUSTMENTS ADMINISTRATIVE CHARGES WITHDRAWALS/CHARGES INVESTMENT EARNINGS END OF YEAR BALANCE $ 10,790.63 0.00 0.00 30.00- 0.00 172.45 10,933.08 $ Contribution since inception is $7,713.44. If you have any questions, comments Dr service needs, call your agent direct Dr call our Annuity Customer Sarvice Center toll-free at 1-800-842-0125 Monday through Friday 7.00 a.m. to 7.00 p.m. Eastern Time. If you prefer to write, our address is. Annuity Services - 5NB, The Travelers Insurance Company, One Tower Square, Hartford, CT 06183-5030. Thank you for your continued participation with The Travelers. Page 1 of 1 TheTraveler~ Annu.l-000007027 PX-4 , nl:lnrJA1l1!Rb. . ..... LINCOLN NATIONAL CORPORATION LINCOLN NATIONAL LIFE INSU~ANCE COHPANY AS P~INCIPAL FO~ ITS OWN ACCOUNT AND AS AGENT FO~ LINCOLN NATIONAL LIFE ANNUITY COHT~ACTS CONFIRMS THE T~AHSACTIONS NOTEO HE~EIN. PAGE 1 CONT~ACT CONFI~MATION ANa STATEHENT FO~. 10/01/'5 TO 12151/'5 ~EHITTER NO. CONTRACT NO. CONT~ACT STATUS KAY D. HOFFMAN 1041 PENNSYLVANIA AVENUE HARRISBURG, PA 17111 CR1,546 "-5275544 PARTlCIPAHT NOFFHAH KAY 177-50-4551 ACTIVE SOC. SEC. NO. CONTRACT SUHHARY PLEASE NOTIFY LINCOLN NATIONAL OR YOU~ LOCAL REP~ESENTATIVE IF THE ADDRESS IS INCORRECT. TOLL FREE. 1-000-540-1212 NET CONTRACT CONTRIBUTIONS. BEGINNING CASH SURRENDER VALUE. ENDING CASH SURRENDER VALUE. TOTAL ACCOUNT VALUE. ';~/ ...'}'.....?<"'~)'d;,:it...%; ,. . j~._ .....::;,)..... o"l_ .51,018.75 058,0'11.51 .40 062 86 FUND EFFECTIVE TRANSACTION TRAHSACTlON CNARGES! ANT. AFFECTING UNIT NO. OF NAIIE DATE TYPE . AIIOUllT FED TAX THE ACCOUNT VALUE UNITS EMPLOYEE SALARY REDUCTION CONTRIBUTIONS LN GROlITN 10-04-'5 PAYHENT '2.57 0.00 '2.37 4.4'1569 20.565 LN IlAHAGED 10-04-'5 PAYMENT '2.SlI 0.00 '2.SlI 2.821040 52.747 LN GROlITN 10-18-'5 PAYHENT '2.57 0.00 '2.57 4.54'050 20.505 LN IlAHAGED 10-18-'5 PAYMENT '2.SlI 0.00 '2.SlI 2.845047 52.493 LN GROllTH 11-01-'5 PAYMENT '2.57 0.00 '2.57 4.571875 20.204 LN IWIAGED 11-01-93 PAY/lENT '2. SlI 0.00 '2.SlI 2.827767 52.669 LN GROllTH 11-15"5 PAYHENT '2.57 0.00 '2.37 4.52605' 20.408 LN IlAHAGED 11-15-'5 PAYHENT '2.SlI 0.00 '2.SlI 2.805'" 52.'22 LN GROIITN 11-2'-'5 PAYMENT '2.57 0.00 '2.57 4.510'54 20.477 LH MANAGED 11-2'-'5 PAYHENT '2.SlI 0.00 '2.SlI 2.805125 52.935 LN GROllTN 12-15-'5 PAYHENT '2.57 0.00 '2.57 4.540956 20.542 LH IWIAGED 12-15-'5 PAYHENT '2.SlI 0.00 '2.58 2.815848 52.807 LN GROlITH 12-27-'5 PAYHENT '2.57 0.00 92.57 4.590116 20.12'1 LH IlAHAGED 12-27-'5 PAYHENT '2.SlI 0.00 '2.SlI 2.0Sll198 52.54' SUHHARY BY INVESTMENT ACCOUNT. . '" HF FIXED ... BEGINNING ACCOUNT VALUE.. 012,550.0'1 ... APPRECIATION/DEPRECIATION 0193.84 '" ~ ENDING ACCOUNT VALUE..... 012,5"068 ~ LN GROIITH BEGINNING ACCOUNT VALUE.. '20,132.75 UNIT VALUE ''1.'156055 NO. OF UNITS 4,510.065 DEPOSITS................. ''''6.59 APPRECIATION/DEPRECIATION '550.93 ENOING ACCOUNT VALUE..... '21,5Sl1.27 UNIT VALUE ''1.5705'17 NO. OF UNITS 4,660.'1'0 LN IlAHAGED BEGINNING ACCOUNT VALUE.. t7 ,167." UNIT VALUE '2.004569 NO. OF UNITS 2,555.02'1 DEPOSITS................ . ''''6. 66 APPRECIATION/DEPRECIATION .5'.56 ENDING ACCOUNT VALUE..... '7,074.20 UNIT VALUE '2.0271118 NO. OF UNITS 2,784."''1 SUl1I1ARY OF ACCOUNT VALUE BY SOURCE OF CONTRIBUTIONS. EHPLOYEE SAL RED HF FIXED .12,54'1.60 LN GROlITH '21,5Sl1.27 LN IlAHAGED '7,074.20 TOTAL ''11,757.15 UNIT VALUES AS OF 12-51-'5. LN GRONTH LN IlAHAGED LN SOCIAL AIIARE '4.570547 '2.027'118 f2.021120 LN 8DIlD LN SPECIAL OPP LN INTERNATIONAL 05.700'157 '4.591576 01.242'2' LN HONEY HARKET LN PUTNAH .2.07'0'7 01.60"'16 08 ELEC DEF VALUE . PX-5 '7,935.50 .PLEASE RETAIN FOR YOUR RECORDS. SERVICINO AGENT: SHITH, LEON 555075 604502 5B08 110 1. . ~.7""'" .................-- = ~ ~ - ;a - .- a - - - = - ... "'" sa ... a "'" .nUNCOLN NATIONAL . U.IINSURANCE co. o pol'" UNCOLN NATIONAL CORPORATION LAHLULH HAI1UNOL LAte 1~UK~~ CO"~ONY AS P~IHCIPAL FO~ ITS OWN ACCOUNT AND AS AGENT FO~ LINCOLN NATIONAL LIFE ANNUITY CONT~ACTS CONFI~HS TNE T~AHSACTION& NOTED HE~EIN. PADE CDNTRACT CONFI~HATION AND STATEHENT fO~' 10/01/'3 TO 12/311'3 ~EHITTE~ NO. CDNT~ACT NO. CONTRACT STATUS KAY HOFFMAN 1041 PENNA AVE HARRISBURG PA 17111 0000000 96-5754645 PA~TICIPANT NOFFHAN KAY ACTIVE SOC. SEC. NO. 177-30-4351 CONTRACT SU""A~Y PLEASE NOTIFY LINCOLN NATIDNAL O~ YOUR LOCAL REP~ESENTATIVE If THE ADDRESS IS INCORRECT, TOLL FREE' 1-800-348-1212 NET CONTRACT CONTRIBUTIONS, BEGINNINO CASN SU~~ENDER VALUE, ENDING CASH SU~~ENDER VALUE, TDTAL ACCOUNT VALUE, FUND NAttE EFFECTIVE TRANSACTION DATE TYPE CHA~OESI ANT. AFFECTING FED TAX THE ACCOUNT UNIT VALUE T~AI;SACTION . AMOUNT ~OLLOVER CONTRIauTIONS LN ORONTH 11-0'-93 ACCT CHARGE LN I'UT/Wt 11-09-93 ACCT CHARGE SUItltARY BY IHVESTIlENT ACCOUNT, LN GROWTH BEGINNING ACCOUNT VALUE.. CONTRACT CHAROES......... APPRECIATION/DEPRECIATION ENDING ACCOUNT VALUE..... LN PUTHAH BEGINNING ACCOUNT VALUE.. CONTRACT CHARGES......... APPRECIATION/DEPRECIATION ENDING ACCOUNT VALUE..... 12.41- 4.479628 12.59- 1.643727 2.770- 7.659- 0.00 0.00 12.U 12.59 "89.26 UNIT VALUE .4.456055 NO. OF UNITS 222.003 812.U- '26.92 81,003.77 UNIT VALUE '4.570547 NO. OF UNITS 219.233 81,009.22 UNIT VALUE 11.643637 NO. Of UNITS 614.018 812.59- .27.76 11,024.39 UNIT VALUE 11.609416 NO. OF UNITS 606.359 . . SUHHARY OF ACCOUNT VALUE BY SOURCE OF CONTRIBUTIONS, ROLLOVER CONTRIBUTIONS 81,003.77 81,024.39 '2,020.16 :(J .. .. . l'! LN ORONTH LN PUTNAtt TOTAL . UNIT VALUES AS OF 12-31-'3, LN GRONTN LN HANAGED LN SOCIAL AWARE LN NONEY HARKET LN PUTNAH fZ.079097 81.609416 LN BOND LN SPECIAL OPP LN INTERNATIONAL n.700437 t4.3U5n t1. 242929 t4.570547 t2.027410 fZ.OZ1120 PX-6 .PLEASE ~ETAIN FOR YOUR ~ECORDS. SERVICING AOENT, SHITH LEON 3000 330 335075 11'129 , PIoge 1 oU Account Statement - First Quarter 1994 ,[RoweI\ia!&D . Invest \'\f:/, COlltiJ(I';" ," po- T. Row.. Price P.O. Box lI9lXXl s.JtIznoIw, Me 2l2ll'J.m:!D T...c"Aa:css 1 (llOO) 636-2:5117 Cua10mn Service 1 (llOO) 225-1iW 1."111."111",.1.1,,1.1.1...1.11..11,,.,11.,,1.1,,11.,,.1.11 TRow. Prlce TNlI Co Cust For The IRA Of KayDHol&nan 1056 Tunbmy CT M.chanbburgPA 17m5-7606 Invfttor nl&Dlbcr 291686 o I Ii! You aJUId be ucrifIdng MUIy .1hIrd of your eamInga 10 fedenlla-. Earn IIlOnI and bep IDOIW with our faa>Uy of Tax.Free Fund&. CaD l.aJO.5fl-s86L 1099 tax Total Market Value Dividend and Capital Gain Summary $ 9,936.23 21dI MtMIII 1'_.0.11 TlIlUIble $0.00 $0.00 Tax-free 0.00 0.00 Tax-deferred 124.24 124.24 i&ii II!!!!! Totel 1 124.24 1 124.24 ~ ~ Portfolio Summary - 1m! .",.of 'lYfJeof ~ Ellllhtll "'of SNn ~ Retirement Aaurmt &uI &1Ima ....,. PriDr &;;; Growth & Income IRA Equity $ 7,751.38 $ 7,441.38 74.9" $ 15.74 B!!i!iI - === - GNMA IRA Bond 2,558.37 2,494.85 25.1 9.32 = ~ Totel retlntment $ 10,307.75 19,931.23 100.0" ~ ~ Totel marbt value $ 10,307.75 S 9,931.23 PX-7 11 of 2) Account Statement - First Quarter 1994 'f.RoweH:i<E- , Intl."t \\itll ClIllfid,'n;. .' Growth Be Income AlXOW\t number 7lXl19lX119-7 Tel" Accesa code 35 Oil" 1/1 3/28 3/28 3/31 DtlafptiDtI Beginning Balance DIvidend Reinvest. 11 Relnvesl Cap Gain .08 ending Balance ~, $ 7,7111.38 111.48 28.07 $ 7,441.38 5IMra 5IMra 0aIMtI 487.788 471.014 472.789 472.788 SlIIaw Prb $ 18.117 111.88 111.89 $ 111.74 + 3.218 + 1.71111 l"_fo.llI" kdr1ity Tax - deferred dividends Tax -deferred capital gain $Il1.48 $ 28.07 "ccount type GNMA RA "ccount number Oil" DtlafptiDtI ~, 5IMra SMra 0aIMtI SlIIaw Prb 'lXl19lr223-6 1/1 Beginning Balance $ 2,558.37 283.001 $8.72 rele" Access code 1/31 Dividend Reinvest 13.55 + 1.380 284.381 8.75 It 2/28 DIvidend Relnvesl 14.70 + 1.531 285.822 9.80 3/31 Dividend Reinvest 18.48 + 1.788 287.888 8.32 3/31 ending Balance $ 2,484.85 287.888 $9.32 YIeld: 7.15" fur 30 d4yt m4ld 3131194l>f. 6.60" on 11131/93. This dividend Is for M days va. 28 last month. l"_fo.llIIIr kdr1ity Tax -deferred dividends $44.71 I!ii!i! -== 1m!!!! ~ ~ ~ ~ ~ PX-7 (2 of 2) " Fund's principal underwlltlf IS T. Row. PIIC' In....51m.nt ServICI., Inc., whICh actl as Agent. 1M time of Ih, transactlonl') IISled en (hiS Statement will D. furnl.heel to you ,on written request. , .~.. .. ,. S :s - e- Bz '-0 li\J - =>- <e- ...- =:;) >,Z :z :s< :l, =~ -,J 8= >,< ...- -... =- -< => <Q ~c.1 =c::: =c::: ~c.1 ""[;:0 :Jc.1 -Q = :!:e = :;)' -- S:e =c.1 :I... ~- -ll. ~c.1 ....J ll.= - >: c.1 ,J r.:. .. a: lJ e z 0 - ..~ . .... :o.:EJ 1.0.. Uz .., I u" z> \,I ~! lf~~ .... Ie ~~ -. i... ~~ ." c U5 .- a o~ E · :;0 ca.::S <g CD ~ .. ~ o Q III Q Z III II: III l- II: C ::l a l3 c II: !Z o U III i!: II: ~ I- Z III ::E III S III :: = ~ .. 'II N '~", 11'I ii.:. I > as 'D ~, :S' co ,c' ..' a: II :S', ii", > - I < - u l!! - c 8 ... 0- . == 0- D- GO C, 0 .. ... 1II 0 ,c ... ii w 8 z < :II: Z .... < .... E o ... :: ... o < :: ... < ... z ... < ... ... z ... < c ... :! to: :; " c c c I C 0 ~ 11'I ~ ... 0- W ""...; k!:~ :.-.g <~1::.9: ~i( ~~{ ';',~ {..::(:.. i;... '.:t:'. t.u~ ':':;1'" ',~'''''': t~~ i-ii'! ~'c:s_: ;h::~: :::..': ;..;',,';";' :/::~.~ t(;~f'. .. :-:,: -'~' ~. '.:.~ ... 0- . 0- CIl o ... o ... w " , ....,. . ':::C ~' ",::.:.':; .', . '.:.'~ ;~CI' ..' '0 ,f ,C;o ,-, co' :s' 0" u' "'0 <: .... :-. ': l!' h.; ,0;, ':ct' fS:~~?- ;". ( ..-'....,' o 11'I ,... -0 1'1 N ~ o N o iJ. I .2 ;~ t ~ ,'ID !! r ~; !. e- o Cl'" .. o Z - u .. ... - c: o U 1'101'1 -00-0 . . . CIlOCll 0- 0- CIl CIl ... ... 0- 0- 000 000 . . . 000 1'101'1 -00-0 . . . CIlOCll 0- 0- CIl CIl ... ... 0- 0- ':." PX-8 -~"""- 00 00 . . 00 CIl ... N "0- I ~..' .: ... 0- ... 0-, ':00 ~~ o t,:' j~./ r.,. .;, ',..-.'; ~ ; ;', ?;.;::\ ~ ;:.:.:. ~::'./ ::'_.'j/. . 00 00 o "0 o :0 . o Cl' . . OCl 00 00 . . OCl 00 ... N '0- . . ,... :'0\. 0- 00 ... Cl ... ?:o :.~ L'~: Fi:/; ~~~;.'.: .~~(:. ~.- ":.'; ,,', . - :;.'''' . ! .' i' c:I ^ :~.~ i s .. i s . !! " oS f u " .~ ! .j iJ. w 15' ~ .~2 cl-;'ll.. ~ j~u !ijl ; i~~ ~!~j z a ... "'.!..: : i. I ( ummon....It.. , ul t'rM'tl".nll .~ Deferred Compensation Program PART PA T TAT'" 12/31/93 A AdnuNllcred. E4Iolled &Ad SavKcd by The Copeland Companies SECURE YOUR FUTURE. TODAY. 185-26-4802 FOR INFORMATION CALL T H 1-800-422-1327 PAGE 1...11I...'...11,..11... 11..11.11 ......11I.1 ...1..1...11...11I ................. 3-01GIT .71 0??oo5602 ?0ooooo20 ??0oooooo LANTZ A HOFFMAN 1041 PA AVE SWATARA. PA "111-3019 INCEPTION TO DA TE SUMMARY INVESTMENT OESIGNATION AMERICAN UNITEO LIFE INS CO AUL FIXEO INTEREST ACCT PLAN TOTALS TOTAL CONTRI8UTION TRANSfER WITHDRAWALS TOTAL GAIN/l LOSS I 12/31 VALUE ,00 ,00 ,00 000 444,29 444029 5.740,34 5.740.34 5.296,05 5.296.05 --.__.._.Ll ".~ ........................'... ..I~I.IU. 1001'.1. "";"~';U"l".... .,U'...."Ir_III..~ u_..r"...III........_............._ _.~ -- -.". -. --.-..... PERIOD SUMMARY ( 7/01/93 -12/31/93) INVESTMENT OESIGNATlON 07101 VALUE TOTAL PERIOD CONTR18UTlON TRANSFER WITHDRAWALS PERIOD GAIN/l LOSS I 12/31 VALUE AMERICAN UNITED LIFE INS CD AUL FIXED INTEREST ACCT .,377,60 PERIOD TOTALS ..377.60 ,00 000 ,00 000 '.7,72 147,72 5. 740, 3~ 5.740.3';' 1 02'5,02 1.215.02 -- -........---.."1'1 ~1;i;IJ UIIWI"'''"!I:''~IIIII1i-1O:' IIiIrr"I!"P.'I"l"I!"a, P I~ ~r 1!_1Il'1l.; o.;.Ill':lIltin..liI'll"l~ I ~1"'ILL1IIU~ III; Ill' L.lIl.lPr.r...._..~.. 1iI.....~" ~ ~.......... -- ...... DETAILED TRANSACTIONS ( 7/01/93 - 12/31/93) INVESTMENT TRANSACTION FUND DOLLAR DATE DESCRIPTION NAME AMOUNT 07/02/93 DEPOSIT AUL FIXED INTEREST ACCT 69.17 ,??oo ,OC 07/16/93 DEPOSIT AUL FIXED INTEREST ACCT 69017 0??oo ,OC 07130/93 DEPOSIT AUL FIXED INTEREST ACCT 69.17 .??oo ,OC 08/.3/93 DEPOS IT AUL FIXED INTEREST ACCT 69.17 .??oo ,OC 08/27/93 DEPOSIT AUL FIXED INTEREST ACCT 69.17 ,??oo .OC 09/10/93 DEPOSIT AUL FIXED INTEREST ACCT 69.17 .??oo oOC 09/24/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 0??oo .0<. '0/08/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 .??oo oOC 10/22/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 .??oo .OC 11/05/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 0??oo .OC 11/19/93 DEPOS IT AUL FIXED INTEREST ACCT 100,00 .??oo ,0( , 2/03/93 DEPOSIT AUL FIXED INTEREST ACCT 100000 .??oo oOC 12/17/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 0??oo ,OC 12/24/93 ADMINISTRATIVE CHARGE AUL FIXED INTEREST ACCT 7.50 ,??oo ,OC 12/30/93 DEPOS IT AUL FIXED INTEREST ACCT 100.00 .??oo .OC 'D.~...'In;h-l!"b.H~IJ.I.J6I;.U.~~~1 J:"1i"1:!1: I,~ I: P-~UJ:U~L L.1iY1 I.L ..__~..___ .1. ILl!.. ....,.._...___...n.........'1[!.l...n...~......r.I.... ____.w r:--IT.-WWI.t.1 PAYROLL DEDUCTIONS NOT YET POSTED 9Y THE APPROPRIATE CARRIERS TOTALED , ,00 R23 N PA05000 4579 EE ~ PX-9 ~. ., Fulto:nBa:nk 1057 0016 LANCASTERo PENNSYLVANIA '7504 ---- ".MIIR FDIC ST4TE~ENT ~: ACC:W H19-3416:: STAT=MENT P~~IOD FR:JM TloHOUt;: ---- LANTI A HOFFMAN 1041 PENNSYLVANIA AVE HARRISBURG PA 17111-3019 ~2-21J-93 PAGE Ol-le-~ 3 10 ::NCL::JSUR: FULTON FUND DEPOSITS/ CH:CKS/ DATE ACTIVITY DESCRIPTION REFERENCE CREDITS l)=~ ITS BALo 200 NATIONWIDE ~R HARRISBURG PA lZ!23 ATM CASH W/D 000276 !l0.00 200 NATIONWIDE DR 26,00r H*RRISBURG PA 4,000.00 1Z!31 A M TRF TO CK001311 3821 UNION DEPOSIT :2,00' HARRISBURG PA 01/03 ATM CASH W/D 00Z363 50.00 3821 UNION DEPOSIT 21,95' HARRISBURG PA 01/04 MORTGAGE LOAN 415.69 PAYI1ENO 11, =3. ACCT N 160-1157866 01/10 ATM CASH W/D 000533 30.00 200 NATIONWIDE DR 21.,50t HARRISBURG PA 01/14 DEPOSIT 5081 01518300880 1,lOO.00 22,60, 01/18 INTEREST CREDIT 42.94 2:!,64' 01/18 ENDING BALANCE Z:, 64- ... ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM ANNUAL PERCENTAGE YIELD EARNED AVERAGE DAILY COLLECTED BALANCE INTEREST EARNED 12-20-93 THROUGH 2.27% 23,219.82 4<:.94 01-13-<J- AVERAGE LEDGER BALANCE MINIMUM LEDGER BALANCE SERVICE FEE BALANCE INFORMATT::JN 23,436.48 AVERAGE caLL~CT:D ~ALANCE 21,504.31 MINIMUM COLLECT:D BALANCE 23, Z1 r 21, SOL .............................................................................. STATEMENT SAVINGS ACCOUNT NO. 216-000390 PREVIOUS STATEMENT BALANCE ENDING BALANCE THIS STATEMENT DATE ACTIVITY DESCRIPTION l2/17 BEGINNING BALANCE FROM 12-17-93 THROUt;~ CREDITS DEBITS " Fl11tonBank 1057 0016 ---- ---- LANCASTER. PENNSYLVANIA 1710< ..IWIIR 'OM: STAT=M:~T OF 4CCOUN 1618-34l55 STATEMENT P:HOD FROM THilOUGH 12-20-93 Ol-18-~ LAST PAGE 4 LANI! A HOFFHAN 104 PENNSYLVANIA AVE HARRISBURG PA 17111-3019 10 ENCL:lSURE STATEMENT SAVINGS DATE ACTIVITY DESCRIPTION lZ/31 INTEQEST CREDIT CREDITS 136.21 !)EBITS BALA a,99" ... ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM 12-17-93 THqCUGH 01-17-~4 ANNUAL PERCENTAGE YIELD EARNED 3.13% AVERAGE DAILY LEDGER BALANCE 8,935.37 INTEREST EARNED 24.14 .............................................................................. HORTGAGE LOANS AS OF 01/14/94 ACCOUNT NO 160-1157866 BALA~CE 38,293.52 · · · NOT ICE . . . ON FEBRUARY 1, 1994 THE FOLLOWING INTEREST qATES WILL B:ca~E EFFECTIVE : STATEMENT SAVINGS 2.25% I ANNUAL PERCENTAG: YIELD OF 2.27% PASSBOOK SAVINGS 2.25% I ANNUAL PERCENTAGE YIELD OF 2.27% DIRECT INQUIRIES TO: FULTON BANK PX-IO (2 of 2) PO BOX 4887 ~~~C~~IE~_~~ l7504-4887 r'~"~ ;:f:'~" , Hay/Huggins Company. Inc. Actuallal and Benellts Consullanls 229 South 1 Bth Slreet Ril1enhouse SQuare Philadelphle. PA 19103.6138 Tel: (215) 89300270 Fax: (215) 875.2833 ~0~bcr30, 1995 Hay/Huggins Company Personal & Confidentinl Mrs. Susan L. Davis Employment and Benefits Manager Carlisle Hospital 246 Parker Street Carlisle, PA 17013.()310 Re: Kav D. HolTman Dear Mrs. Davis: Below )'Ou will find the carly retirement benefit and options for Ms. Kay Hoflinan. These benefits lISswne Ms. Hoffin:ln terminated her employment with the Hospital on JW1e 9, 1995. Benefit Fonn Life Annuity 10 Year Ccnain and Life Annuity 20 Year CeNin and Life Annuity 50% Joint and Survivor Annuity 100% Joint and Swvivor Annuity Monthly Bcndlt Commencing Aul!USll. 1998 Aul!llSt 1. 2000 Aul!USl1. 2003 390.46 475.25 648.14 375.00 452.15 605.36 34'.14 407.10 529.85 369.57 448.21 607.83 350.83 424.07 572.18 The above benefits were based on the following: Date of Binh: Spouse's Date of Binh: Date of Hire: 07/0413 8 01124136 03104/87 In addition to Ms. Hoflin:m's retirement benefits, we have also calculated her acclUed benefit at January I, 1994, and the value of that benefit on that date. The benefit she had acClUed to January I, 1994, is S557059 and the value of that benefit on January I, 1994, is 546,157.08. This benefit was calculated using government promulgated interest lISSwnptiOns, which lIS of January I, 1994, were graded down from 4.5%. We should note that this benefit is 100% vested, but is not available in the single form illustrated since the value of the benefit exceeds $3,5000 If any of the above information is not correct, please notify us lIS soon lIS possible, as portions of the benefits may need to be recalculated. If you should have any questions, please feel free to call me or Ron Seiferto Sincerely, .--. . .....~r\ \ '. ,I "' ,I .~ -..... 1 Donald W. Samples, FSA, EA Execulive Vice President DWSIRS:jkl PX-ll Conrad M. Siegel, Inc. Actuaries/Benefits COO/Ill M, Sleael. F,S,...o 111/1)' Mo Lebler. Ir" F,S,.... Orilll S, SIM. F,S,..., Clyde E. Oinarich. FoS,...o Eul L, Mummen. E,..., Raben '0 00111I. ...oS,..., David F. Sllrllna. ...,S,.... Raben ,. Mtuik. F,S...., David II. KUlick. F,S,..., 'errrey S, Myen. FoS....o Thom.. L, Zlmmermlll. F,S,..., Oleon .... lI"'er. F,So..., Kevin ...0 Eri>. F,S,...o Frlllk So Rhodes. F,S,..." ...,C.....S, Chules O. Frledllllder. F,S,..., Holly.... Rosa. F,S,.... 'ohn VV. 'erfiey. ....So..., Deni.. Mo Polin. ....So..., Rlchud C. Smith. ...oS,...o Colleen '0 Rice. ...,S,.... 500 Nationwide Drive P. O. Dllx 5!lOO Harri.bllrK, PA 171 (0,5900 (717) 652-5633 Fax (717) 50\0.9106 October 9, 1996 Philip H. Spare, Esq. Snelbaker & Brenneman 44 West Main Street Mechanicsburg, PA l7055 RE: Lantz A. HolTman Dear Mr. Spare: You provided me with the following information concerning Lantz A. HolTman: 1. Date of birth - January 24, 1936. 2. Date married - January 22, 1957. 3. Date separated - January 6, 1994. 4. A statement as of December 3l, 1993, prepared by the State Employes' Retirement System showing the following information for Mr. Hoffman: a. Years of service - 21.91. b. Accumulated contributions plus interest - $47,464. c. If Mr. HolTman had retired on that date, he could have elected to receive a monthly full pension of $1,708.01 or he could have elected to receive a refund of his accumulated contributions plus interest and a reduced monthly full pension of $1,429.86. d. Final average salary - $53,087. Currently, Mr. HolTman is 6l years of age (age nearest birthday). The State Employes' Retirement System is a defined benefit pension plan. The pension benefit provided upon retirement is based upon the fmal three-year average salary and the years of service. Normal retirement is age 60 or after 35 years of service, if earlier. Since Mr. Hoffman had cornpleted at least 10 years of service on December 31, 1993, he could have retired on that date. If he continues to work. the benefits earned as of December 31. 1993. will be increased actuarially until his normal retirement age. His normal retirement age under the Slate Employes' Retirement Systern was age 60, PX-12 (1 of 2) 1_ ,':'a"~>1'~':'~c,,:,,- ~ Conrad M. Siegel, Inc. Philip H. Spare, Esq. October 9, 1996 Page 2 The following table shows the pension benefit earned as of December 3l, 1993, adjusted for retirement now and the present value of such benefit. Retirement Pension Benefit Present Value Pension Benefit Now (Age 61) Monthly full pension of$l,951 $252,555 Refund of contributions plus interest ($52,970) and monthly full pension of$l,586 $258,276 Lantz A. HolTman was hired in 1972 and therefore, his entire pension as of December 3l, 1993, was earned during the marriage. I did not take into account the six days of service from December 3l, 1993 (the date of the SERS information) to January 6, 1994 (the date of separation). These six days of service are inconsequential. The present value calculations are based upon the assumptions promulgated by the Pension Benefit Guaranty Corporation for annuity valuations except that mortality was not taken into account prior to the commencement of the pension. The interest is 6.3% per year for 20 years followed by 4.75% per year. The mortality is in accordance with the 1983 Group Annuity Mortality Table. In my opinion, the assumptions promulgated by the Pension Benefit Guaranty Corporation for annuity valuations are appropriate for the purpose of determining the present values. HML:kad Yours sincerely, ~ I . \...0 \ ,,; .- '\ ,/ll 1.( L ! r ) \ L/ Harry ~. Leister, Jr., F.S.A. Consjiing Actuary PX-l2 (2 of 2) .' . lR3 a>>IlllHIICALnt 0' 'aMTLVNlIA STAU U.LOUS' UTUDl~ STSTIIl STATWHl' 0' IoI:t:tIAMr AS 0' OCco.U ". IIU Arnall, tM stat. r..tlo,..' "1I'~t """ CIIIII ........ MCft __ wttf'l currMt rlUr-,t ......, IM...'t_ ..... ...,.d be "I~ul 'n '"*"".,...'" the .....'IU pro,,'dId br IN r.ttr~t ,1M .... In dill", "MM.I' IIlllmt",. ",II "at-.t ... ,,____ us'ne the dltI ,..,..... In ,... r.tt'~t acaYtt .. .f o.c..... no 1"1, ... 'I ....J.., 'I re,.1 .....tt .., tN un In ,w ""... ..tfl _II_I. I.. .... '...1111..... PLEASE UfU TO ntl IllVUU SIOI '011 llI'ORTAHT IN'OIllCATlON AIClUT YOUR STATDllNT. 'U'AllID lOll L A HOflMAN 022-211-03000 SlO-o72707 lI'. ,.1-21-.102 llU' " 051'" OlIo ., 1I,lIn JANUARY 2.. 1131 loa. MALI ...... _. 7 _I ..II,_a OIa,..~ JAIAJARY 2.. I111 erld"!1 Senlc:e u . .;.;.U.iofJi ul 21.acIn YRS. SSI-IO 2'..,17 YRS. ACCllLNT .AL.AHCl __.. T"", lULL. Vlnt 551 Conl"butt.. ..ao II.DOlI ,...1 A__.. 10111'7 I 112.011.1' 1"1 "1I,_a c:o.wod 10m.... I 1I1.711.OA SSI ....-co-... 10m,... I S7 . .08 .10 Joint ~ -.,.. '-oIt I _torr lloIIa I -----TAXAILE 'REAKDOWN 0' ACCOUNT----- !IW! .!!! S.'.'OI." 11.102.1. ..1_ u .f 12-Jl-tJ 1"2 Actt.lI, Contrlbutt... ~ ""' ,.,..... Arreu"1"""," AdJ...-.a.. Cl'odllod In""'"t It . 7210 .1 ..1_ u of 12-n-.. 1.'.217032 ""'..... ..1_ u .f 12-11-" - .&dtUl'-'ts ,.,het correctf_ to 10111' ICC'ClU\t abOUt ....eII ,au ,... beM N,ttt_. 12.715095 12..721.23 sa...I. ., 113.....21 '.7..12.17 ,... It It. '.'.61 Tu...'....... CGntrtbutt_ . ',nt-.al, Tued Contr'butt_ . Credited In'...'" . _t ..I.... u of U-Jl-tJ .....tt uU_tn .... pr..... 'or ....... IIt'IO he" ,MeNd ...... h..r...t Aee Md f.,. ....,... ... .... at I...t 10 ,..,.1 .f credited S"""CII for ...,Iar IleU"'-'t and at leasl 5 ,..,.1 of cr."t'" 1W"f'ce I.,. DtllblUt7 "tt,...t IIbt. ""elI II'Id Eftf'...~t Offtcers ...... ,.. .,n'_ I....'C. '....',...t for d.uatltt, "U,...tI. 11 ,.., t....t..t. prtor to athln,,. .It,'btllt, f.. ~"'Ir beNfttt. that II prl" to __t... WIt", 1W ..,Id t. Ifttttl" to ,..,.. '/flU' ~t "lance .'rua .", debtl to the I' __ltI'I as of ,... date of t.,.,naUan. .~'tT E5TtMAT!S lULL RETIREMENT - TIIII IOU.. .....'dol tho ...,.. _till, ....tn t. ,au ,... 11f.. 11 'flU dl. bef..e roc.',,'", ,... total IaUUlated decU:UClftI, ... I:II.IIftClI .... be PI'd t. ,... bonof..lor,ltOlI. OPTION I - TIItl ..tt.. ......doI ,_ _till, _tll \0 ,... ,.. IIf.. A11 -.tftl, benefits .... r..a.c.d fr. ... Pre....t Val",. "" "Iarea ~Inl"l It ,,.,. diMtft .... be patd t8 ,... .....".'.".11.11. PRESENT VAUlE - DoItII IonoI1 t ..- OpU.. 1 or 0 _lI1 In .tat. servIC', OPTtClf .. - You _, reat.,.. al1 .. . porUon of ,... .cQallatod daU:ttans lc:antr,t:IIttClN .... 'nt.nstl 'n I IWIII .. .. Instll1-.t Plr-ttl W reca'''' recU:ld ..,tftl, 1Mneftts w1der _ of ... othw ,..It,...t ooUons. o,tton. .. ....'Ilbl. ani, It tho It_ of ",",-.t w .., not ..CMd ,... 1~lated decU:tt_. lULL IIlTIREMENT AD.JUSTED INlER OI'TlON 4 OPTION I ADJUSTED UNDER OPTION 4 AIloAJSTED PRESENT VALUE lHllR OPTION I Vlnt OPTION . Q.rrlftt as of 12-11-11 11.701 001 'roJected t. .....1 -..u,__t 12.251.54 11.174.97 12.017.22 1281.147..' 12'..929.52 '57..61.66 1A7..'2.97 11..29.1' 11.903.12 11.735.64 11.317.94 '2.'.312.49 1307..'7.16 1lAX1_ DISABILITY - You _I be ....'..11' corllf'''' by SEal 11.9.9. t6 ""'Ical Ea.''''''' to be "I'call, or -.tal1, IncIPUIl. of per,....... ,... carr... Job ctJtt... OPTION" IIITl411RAIIAL IS IClT AVAIUlLE Vlnt A OISAIIlLITY III!TlRDlENT . .AEIER yo CODES A THROUGH R ON THE REVERSE SIDE 01 THIS FOAM FOA AN EXPLANATION OF THE FOLLOWING CODES AS THEY APPLY TO YOUR BENEFIT ESTIMATES: ADDITIONAL RETIREMENT JPTICNS ARE AVAILABLE. PLEASI TELEPHONE YOUR SERS REGIONAL RETIREMINT COUNSELOR "CL~,'qEE "iOO';"".~'8' 'CR ~ES;ICNS ':ONCEP~ING 'CUR SENEIIT qlCHTS OR ~IS S;A7E~EHT :1 'CCCUNT PX-13 VERIFICATION I verify that the statements made in the foregoing Pretrial tatement are true and correct. I understand that false tatements herein are made subject to the penalties of 18 Pa. .s. 54904 relating to unsworn falsification to authorities. 7'~ . ~ /(7 c-/-?'-t,/"', t~ ~'-_/ / Kay. Hoffman ate: February 9, 1998 LAW O'''IC~. 5NELDAKER. BRENNEMAN 8: SPARE f '. KAY D. HOFFMAN plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 270 CIVIL 1994 v. LANTZ A. HOFFMAN Defendant IN DIVORCE PLAINTIFF'S PRETRIAL STATEMENT PURSUANT TO Pa.R.C.P. 1920.33(bl TO: E. ROBERT ELICKER, II, DIVORCE MASTER: AND NOW, comes the Plaintiff, KAY D. HOFFMAN, by her attorneys, Snelbaker, Brenneman & Spare, P. C., and submits the following pursuant to Pa.R.C.P. 1920.33(b) and Divorce Master Elicker's letter of January 14, 1998. I. INTRODUCTION - BACKGROUND The following significant dates are submitted: January 22, 1957: The parties were married. January 6, 1994: Date of separation. January 24, 1994: Plaintiff (Wife) filed Divorce Complaint. II. STATEMENT PURSUANT TO Pa.R.C.P. 1920.33(bl The following material corresponds by paragraph designation in accordance with the system of Pa.R.C.P. 1920.33(b): (1) LIST OF ASSETS (i) Marital assets l-M'f CIneca Sll:::LO.\KI:R. Bnr:N~rc"'l\N d: SPARe (a) Marital residence at 1041 pennsylvania Avenue, Harrisburg, PA Current Value: $118,000 .! " ___._~Z:::'" Balance of mortgage: approximately $29,500. Balance of home equity loan: approximately $10,000. (b) Household goods, furnishings, artwork, collectibles, firearms, etc. Value: to be appraised as needed. (c) Motor vehicles: 1. 1987 Mazda 2. 1980 Oldsmobile Diesel 3. 1988 Chevrolet Caprice Classic Value: to be appraised as needed. (d) Intangible personal property in Wife's name: 1. Fulton IRA (216-00382) $5,719.97 as of 12/31/93; (PX-1) 2. Fulton IRA Certificate of Deposit (390- I27014-C) $1700.74 as of 12/31/93; (PX-1) 3. Farmers Trust (001-386493) $626.39 as of 12/31/93; (PX-2) 4. Fulton Checking (1618-34160)$3,826.67 as of l/l8/94; (PX-3) 5. Fulton Statement Savings (116-933155) $54.46 as of 1/17/94; (PX-3) 6. Travelers Tax Sheltered Annuity (028127- 82784l6) $10,933.08 as of 12/3l/93; (PX-4) 7. Lincoln National Life Insurance Co. Annuity Contract (96-5273344) $4l,757.l5 as of l2/31/93; (PX-5) 8. Lincoln National Life Insurance Co. Annuity Contract (96-5754645) $2,028.16 as of 12/31/93; (PX-6) t..\W on'lCtS Sr~l:t.U.':':E". I3ru:W'llEMo\"1 & SPAR!: -2- 9. T. Rowe Price IRA (7001902l9-7 ) $7,751. 38 as of 1/1/94; (PX-7) lO. T. Rowe Price IRA (700l90223-6) $2,556.37 as of 1/l/94. (PX-7) 11. Prudential Life Insurance policies value approximately $8,000.00. (e) Intangible Personal Property in Husband's name: 1. Providenmutual Life & Annuity Co. Of America (through Fulton Bank) $9,898.63 as of 1/4/96; (PX-8) 2. Commonwealth of Pa. Deferred Compensation program $5,740.34 as of 12/31/93; (PX-9) 3. Fulton Fund (16l8-34l65) $22,647.00 as of 1/18/94; (PX-10) 4. Fulton statement Savings (216-000390) $8,994 as of l/17/94; (PX-10) 5. Prudential Life Insurance Policies Approximately $14,000.00. (ii) Non-marital assets in possession of plaintiff: Real property interests and tangible and intangible personal property accumulated since date of separation to be determined and compiled as needed. (2) IDENTIFICATION OF EXPERT WITNESSES i' Harry M. Leister, Jr. F.S.A. Conrad Siegel, Inc. 500 Nationwide Drive Harrisburg, PA 17110-5900 L.AW on',:clS SNCLO..\!o:ER. BRT:!'';N~'.~,.., 8: SPARE: , I i 1 i as Re: valuation of Husband's Pa. SERS Account Plaintiff reserves the right to call other expert witnesses needed. -3- " ~ I (3) IDENTIFICATION OF OTHER WITNESSES Plaintiff's only non-expert witness at this time is herself. However, Plaintiff reserves the right to call other witnesses as needed depending upon Defendant's Pretrial Statement and his position as to the existence and value of marital assets and debts. (4) LIST OF EXHIBITS Plaintiff proposes to produce at trial the following exhibits identified as Plaintiff's Exhibits by the abbreviation "PX". copies of the following exhibits are attached to this statement: PX-1 Fulton IRA (216-00382) $5,719.97 as of 12/3l/93; Fulton IRA certificate of Deposit (390-1270l4-C) $l700.74 as of 12/3l/93; PX-2 Farmers Trust (OOl-386493) $626.39 as of 12/31/93; PX-3 Fulton Checking {1618-34160)$3,826.67 as of 1/l8/94; Fulton Statement Savings (116-933155) $54.46 as of 1/17/94; PX-4 Travelers Tax Sheltered Annuity (028l27-8278416) $10,933.08 as of 12/31/93; PX-5 Lincoln National Life Insurance Co. Annuity Contract (96-5273344) $41,757.15 as of 12/31/93; PX-6 Lincoln National Life Insurance Co. Annuity Contract (96-5754645) $2,028.16 as of 12/31/93; PX-7 T. Rowe Price IRA (700l90219-7) $7,75l.38 as of 1/1/94; T. Rowe Price IRA (700190223-6) $2,556.37 as of l/1/94. LAW or"',c:ts S:-IClD.\KER. Bnr"l-':EMAN tl SPARE: -4- PX-8 Providenmutual Life & Annuity Co. Of America (through Fulton Bank) $9,898.63 as of 1/4/96; PX-9 Commonwealth of Pa. Deferred compensation Program $5,740.34 as of 12/31/93; PX-10 PX-ll PX-12 PX-13 Fulton Fund (1618-34165) $22,647.00 as of 1/18/94; Fulton statement savings (216-000390) $8,994 as of 1/17/94; Plaintiff's Carlisle Hospital Retirement from date of hire (3/4/87) through date of separation; value $46,157.08 per 11/30/95 letter from Donald W. Samples, FSA, EA of Hay/Huggins Company, Inc.; Defendant's Commonwealth of Pennsylvania state Employes' Retirement System Account from date of hire (1972) through date of separation; 10/9/96 letter from Harry M. Leister, Jr. of Conrad Siegel, Inc. regarding value of Defendant's retirement. Plaintiff reserves the right to supplement this list of exhibits as needed and as documents become available to her. (5) PLAINTIFF'S INCOME See attached Income and Expense Statement. (6) PLAINTIFF'S EXPENSES See attached Income and Expense Statement. (7) RETIREMENT/PENSION BENEFITS (a) Plaintiff's Carlisle Hospital Retirement from date of hire (3/4/87) through date of separation; value $46,157.08 per ll/30/95 letter from Donald W. Samples, LAW 0""::'1:. SNr:LO,'\KE:R. 8RF:~jNE". ,oJ & SPAR E -5- FSA, EA of Hay/Huggins Company, Inc. (PX-l1) (b) Defendant's Commonwealth of Pennsylvania state Employes' Retirement system Account from date of hire (1972) through date of separation; value $258,276 per 10/9/96 letter from Harry M. Leister, Jr. of Conrad Siegel, Inc. (PX-12 letter) (PX-13, Account statement) (8) COUNSEL FEES Neither party is claiming counsel fees. (9) TANGIBLE PERSONAL PROPERTY See above. (10) MARITAL DEBT (a) Mortgage on marital residence. (b) Home Equity Loan of marital residence. (11) PROPOSED RESOLUTION OF ECONOMIC ISSUES Plaintiff proposes resolution of the economic issues as follows: Parties to retain all personal property currently in his or her possession. Tangible personal property to be valued by appraiser. Parties to retain all intangible personal property in his or her name. L.l.N 0""11:1:. S..nD.HER. BRE~;'~"1A.N t\ S~:'RE -6- Plaintiff to retain her Carlisle Hospital Retirement. Defendant to receive marital home subject to mortgage and home equity loan in return for cash payment of $45,000 to Plaintiff. Plaintiff to receive a portion of Defendant's Pa.SERS retirement account by approved Domestic Relations Order in an amount sufficient to equalize division of all marital property. Respectfully Submitted, SNELBAKER, BRENNEMAN & SPARE, P. c. By: re 17055 Date: February 9, 1998 L^W OHI::r. S~~ELD.\,!:l\. BR"!"tNE....:...~ e: SP.\R~ -7- INCOME AND EXPENSE STATEMENT OF KAY D. HOFFMAN I verify that the statements made in this Income and Expense Statement are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 54904 relating to unsworn falsification to authorities. Date: (' .' '\/ I t~.;' . ~I"". ~ ....: . '.--f"._~/--""\"""l.rl.' _,. Kay D.' Hoffman INCOME Employer: HealthAmerica (Coventry Healthcare Maintenance corp.) Address: 2575 Interstate Drive, Harrisburg, PA 17110 (53 Century Blvd., Nashville, TN 37214) Type of Work: Director, Quality Improvement Payroll Number: 5497 Pay Period: bi-weekly Gross Pay per Pay Period: $2,164.80 Itemized Payroll Deductions: Federal Withholding: Social Security: Local Wage Tax: State Income Tax: Retirement: Life Insurance: Health Insurance: Chari ty: $393.63 134.50 21. 77 60.40 216.48 3.49 7.55 3.00 Net Pay per Pay Period: Other Income: $1,292.52 Interest: $262* Total Income: $1,292.52/bi-weekly *(1996) does not reflect sheltered interest not taken BXPENSBS MONTHLY YEARLY Home Mortgage $1,664* Maintenance 35 utilities Refuse $100 Electric $100 Security 18 oil 25 Telephone 65 Water 20 Sewer 20 Employment Lunch $50 Taxes Real Estate $2,638** Personal property 280 Income (16,501) (1997) Insurance Homeowners $282** Automobile 666 Life $185 Automobile Payments $385 Fuel 80 Repairs 30 Medical Doctor $100 Medicine 350 Special needs 200 Personal Clothing $100 Food 300 Hairdresser 60 , Credit payments and charge accounts - variable Miscellaneous Household help $110 Papers/books/ Magazines Entertainment 50 Pay TV 25 Vacation Gifts Legal fees Charitable contributions $ 210 1,000 1,500 800 1,200 TOTAL EXPENSES *includes escrow amount for taxes and home owners insurance **included in mortgage payment 1 Fulton Bank m..m:.. han/Ir; ~.m:.. .".,ur. P.O. BOX 4887 : . LANCASTER. PA 17604 BA~K ~\N 23-1928421 ~"O::!.':' ~:~~ln;:'~::'17 'r:.-1)4-"..9Q13 ~~~!JI:t:D :nSBU~Si:M::NT ')1-04-2009 .~ \'( "':" tot ",,:~.t1.\ ': -. , .. ~ " : '.,.-t.\ ~ ",": "'\:t\7~':'.'J:t"l\ ~..~.l~ STATEMENT' DATE 01-1:3-94 PAGE PERIOD FROM I TO 01-~1-93 lZ-3~-q3 s:~: ~l. j-;:'J" :-'1 'I'::. \77-11)-~1~1 '!T:~!MENT t1. N1. 0177304331 Ar,' ~1l01- _ . f. -::~-'-:1~:1~ TRANSACTION TRANSACTION DATE AMOUNT 7Y~; - V ~ SAVt~~S Pit I::~ 3Au'A:'IC: 06-10-;] 1Z-31-9'3 9Z.'i3 9~.62 BALANCE .H! 3.060 5,550.5:! ;,6'33.]'> 5,.,~q.?7 TRANSACTION DESCRIPTION I:r:";~::;T INTE:-;iT - - - - - - - - - - - - - - - - - - - - - - - - - ----- ~.\r::: ~ C O~ DE? ~AT! 3.100 ANCE I 1,633.02 .1'0 ~:W D~T.I=: 04-11-94 13.63 1,651.65 l,6~1.65l .00 ~ ~ ~F-D;P- ~A~:- ~.~5; AN':::: I .00 .C50 N~W ~Aj\E: '4-11-95 1,6;1.63 1,651.65 14.7! 1,6~6.~7 34.'37 I 1,700.74 - - - - - - - - - - - T~~::Z~~~ :Ur-:~17~~~I~L TV?: - V PHIJ' !JA 'U"'!: 04-1:-'71 04-t1-:JJ AC~r::.J~:; 1~ ~-: ~ 7: !.o3-C MATU1!7Y O~-:l-;~ AUTJ o~~;~'L \~ ,~ 04-~!-q~ ~! INj:~~3i - - - - - - - - - - - - - - - - - - - ACC:U~T ]~~-!~~~!~-~ ~ATU::7Y ]~-~l-'7 AUT: 1:\!~~~L AZ ~F 04-::-QJ ~~ TQANS=;q !~-!~T5~H'L INi!~~:;T T,(~=: - v PR::~ !}.\ 04-11-9] 06-10-;] !~17:~:~7 11-~:-93 - - - - - - - - - - - - - - - ----- . ?I_IJ~ -:" ': "'--- .. ... I .. SUMMARY OF ACCOUNT "t:~1.-;!. '~~'111\S~"'~~J"':"S .~; =~J 7'X wtTHH!Ln -J~.~7 :~ T~~ ~!TH~!LV .0:') :J~ITHBUTIQHS ~:r~ll:: ~~::'~ ~:'~.J -:~~ - ,-.. ..,. I ,..". J. ; .;. ':'1~ ::;":12 ,C:':)~ 1993 ,{:::LLQV':~S :~IJ j= 1993 .')1) .')0 .00 0:-)1-':)] .10 .00 .00 7,~ZO.71 P~!:" : \ :~.: ., ~'- PL~!~ : ":--::': ~:- L:' ~. - =, ~ - : ..' -... ... ~ TCiAL :>U'J 'I.\t')=: FA!~ ~~t~:~7 ~~LtJ~ J~ ., (,10.71 :>'-A~I .\T TH:: PX-l FARMERS- TRUST. Carlisle, Penn5)'IVilIlia ..-..... STATEMENT OF ACCOUNTS C'"l-3a54?3 STAT~M:NT P:RIC' F~QM THROU~H :.!-.;:-=3 lZ-31-;~ PAG:: 1 OF 1 "..:. y c .",r.FF:" ;.~.~ P:j EI:X 2~:i C~RLI5L~ PA :~~:;-~285 ~,,:";'T="='JT S,:,V!':':: ?F::'1lGli: iTATEM5',T 1A~A~C~ "=-:r'SITrl ....-. - ... r:;E: ITS 25. ' : .AS: i~~':5~:'i!'::. :;;.-~ .t.3T :N7~o\257 !~T:C!ST PA!~ T~!S Y!~~ ;;J"RE~jT ~;'T= CAT: .2-.':-:;:3 '.;,_,0 ~-93 "-':'''-''=-: "2- :,;-:- c'; . -.:;J!- J ~c..r:":7Y :E~:;: IP~:':"1 2Z;I:i~:NG ~AL~Nt~ Jf:P')S :. r~.T::= .:5T C?r:.:!T :~: !'.~ ?:'L:'~H;:: ACCOUNT: r.=1-3d64Q3 , ", 1_.' . .. ~ITHCRAWALSI ~S~ ~!:EITS ., 2N":1"IG 2AL/",":Ct INTE1'.:ST PAl;:) 1.31 ~26.3" .:..- .. ... .. ....:. '7 .'..11": ~c C:lj~,:T /! 1\ Ti:~ EST !lIFeR :~AT !IJN 1:-"2-';3 TAXPAYE~ :c ~IUfo\3EF. C:=RI/I"E F== LAST i~TER2ST O~T~ 177-1v-4~:; .0_ lZ-31-;: 1.3? 1.39 2.~'..~':;% DEPCS!TSI CREDITS WITHDRAWALS I O!:c :TS 2:'LA~'JC ~ t..: oj . li () l.39 , - . -;)-'- ., c: - O...~..... co!~. 3~ 6:~.3c .*. ~'i~IU~L ,~~:~.~-~~~ v:?L1 ~~~I-.~J ~:5CL~SU~E FRO~ li-~'1-?3 T~~)U~H :2-!l-;3 c*y ~'i~JAL J'::'C'":\'i: r.~ v :::L'" ,./;.:;. ......;: ~, :.'v ,-r-L- L~":':;' ,. _ .,.,..J. 4....._. ..._ _.1_.... I.~T::'\ =.) T ~A; '.;-:c ,.. -:'I-r- .- .... -... ! ~'.Jr':':..: --. r- . 'j . .' ,) -. ; , , , -: ~::,~:.J ~t.:..~\c.: Z..~3'X :e~.33 1.3; -: '''; ~ - c: "0 \~. Y j::~ ::~~~T ~Q 'C~ ":. : -: : ~ - .. - - . ,-- PX-2 .._~,,,,.... ~'tOD.I::IaDH LANCASTER. PEN!lSYLVANIA 17604 ---- .---- MEMIIlR 'DIC STATE~ENT OF ACCOUNTS 1618-34100 STATEMENT PERIOD F~I)M THROUGH 12-Z0-~3 ~l-l9-94 PAGE 3 ---- KAY 0 HOFFMAN 1041 PENNA AVE HARRISBURG PA 17111 49 ENCL:JSU~ES REGULAR CHECKING DEPOSITS/ CHEC!<S/ DATE ACTIVITY DESCRIPTION REFERENCE CREDITS I)EBITS BALANCe 01/07 POS PURCHASE 007517 46.56 950 WALNUT BOTTOM CARLISLE PA 01/07 CHECK 3679 00502603870 100.00 01/07 CHECK 3680 00604404740 19.77 5,l53.0E 01/07 CHECK 3683 00908006210 105.36 01/10 ATM CASH WID 000640 50.00 ELECTRIC ~ SIXTH LEWISTOWH PA 01110 SLIM TIME IHC 4.00 MEMBER FEE 940110 10H284 1,2aa.75 3,810.3: 01110 CHECK 3682 00707402730 01/11 ATM CASH WID 000677 50.00 6520 CARLISLE PIKE MECHANICSBURGPA Olll1 CHECK 3661 00506501240 900.00 01/11 CHECK 3685 01217806190 771.68 Ollp CHECK 3689 01116605380 100.00 011 1 CHECK 3692 01218301190 :!.lS.61 1,373.0. 01/12 AUTO TRFR FR LINE CR 50.00 ACCT 1618-34160 Ol/12 PQS PURCHASE 000431 69.36 351 E HIGH ST CARLISLE PA 01112 CHECK 3684 00200509680 1,768.31 42.0' 01/12 CHECK 3687 00302202420 43.32 01/13 ATM DEPOSIT 000071 4,000.00 652 OCARLISLE PIKE MECHANICSBURGPA 01/13 ATM CASH WID 000072 50.00 652 OCARLISLE PIKE 3,n2.0' I'tECHANICSBURGPA 01/14 POS PURCHASE 007818 46.07 950 WALNUT BOTTOM CARLISLE PA 3,396..., 01114 CHECK 3693 00301001020 49.5::: 01/18 SERVICE FEE 5.00 01/18 ATM CASH wID 005795 50.00 246 PARKE~ ST. CARLISLE PA 01/18 CK CREDIT 14.79 PAYMENT 3,825.5- ACCT NO.161B-34l60 01/18 ENDING BALANCE 3,a26.6' KAY D HOFFMAN 1041 PENNA AVE HARRISBURG PA 17111 43 ':NCLGSUR:S -~- . ---- LANCASTER. PENNSYLVANIA 17S04 ...E...SER FDIC STATEM':NT OP ACCOUNTS 1618-34150 STAT:MENT PE~IOD FROM THROUGH 12-20-13 Jl-18-94 PAGE 4 ---- REGULAR CHECKING CHECK SUMMARY .. INDICATES SKIP IN CHECK NUMBERS CHECK NO AMOUNT CHECK NO AMOUNT CHECK NO AMOUN 3612 500.00 3656 25.00 3673 71J.3 3633. 40.00 3657 38.00 3674 103.2 364Z. 7.00 3659. 59.89 3675 107.5' 3643 Z9.75 3660 7.72 3676 50.0 3644 10.00 3661 900.00 3678. 114.2 3645 75.00 366Z 58Z.67 3679 100.0 3646 50.00 3663 Z5.00 3680 19.7 3647 15.00 3664 77.01 3681 62.'1 3648 131.00 3665 63.39 3682 1,288.7 3649 66.97 3666 77.12 3683 105.3 3650 43.6Z 3667 96.38 3684 l,768.3 3651 65.40 3668 40.50 3685 771. 6 3652 50.45 3669 52.99 3687- 43.3 3653 44.39 3670 30.00 3689- 100.0 3654 25.19 3671 53.09 3692- 115.6 3655 48.41 3672 46.00 3693 4Cl. j . TOTAL NUMBER OF CHECKS 48 TOTAL AMOUNT :J:= CHECKS 9,247.5 AVERAGE LEDGER BALANCE SERVICE PEE BALANCE INFORMATION :,466.1 2,647.72 AVERAGE COLLECTED ~ALANCE MINIMUM LEDGER BALANCE 3.43 MINIMUM COLLECTED BALANCE 184.4 ...................................................***.........*................ STATEMENT SAVINGS ACCOUNT NO. l16-933155 PREVIOUS STATEMENT BALANCE ENDING BALANCE THIS STATEMENT DATE ACTIVITY DESCRIPTION 12/17 BEGINNING BALANCE 12/31 INTEREST CREDIT FRO~ 12-17-Q3 T~~1~~~ 0l-17-'1 5l.1 54.4 CRED ITS DEBITS BALANC c::, . , 3.30 54.4 -.. ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM ANNUAL PERCENTAGE YIELD EARNED AVERAGE DAILY LEDGER BALANCE INTEREST EARNED 12-l7-03 THROUGH 2.392: 53.01 .ll Ol-17-94 · DIRECT FULTON BANK INQUI?IES TO: PO ~~X 4897 I \ 'J r ~ ':: ~ =:' :> ~ THE TRAVELERS INSURANCE COMPANY ONE, TOWER SQUARE HARTFORD, CONNECTICUT 06183-5030 Agent Name: The Cope lend Companies KAV D HOFFMAN 1041 PEllNSVlVANIA AVE HARRISBURG, PA 17111 Tal( 10: 177-30-4331 1993 ANNUAL STATEMENT OF ACCOUNT This staternent includes a surnrnary of all contracts under: Tax Sheltered Annuity 028127-8278416 BEGINNING OF YEAR BALANCE YEAR-TO-DATE CONTRIBUTION ADJUSTMENTS ADMINISTRATIVE CHARGES WITHDRAWALS/CHARGES INVESTMENT EARNINGS END OF YEAR BALANCE . 10,790.63 0.00 0.00 30.00- 0.00 172.45 10,933.08 . Contribution since inception is $7,713.44. If you have any questions. comments or service needs, call your agent direct or call our Annuity Customer Service Center toll-free at 1-800-842-0125 Monday through Friday 7:00 a.m. to 7:00 p.m. Eastern Time. If you prefer to write, our address is: Annuity Services - 5NB, The Travelers Insurance Company, One Tower Square, Hartford, CT 06183-5030. Thank you for your continued participation with The Travelers. Page 1 of 1 TheTraveJer~ Annual-000007027 J>X-4 nUNCGLN NATIONAL UPE IN8URANCE CO. .,.,.. LINCOLN NATIONAL CORPORATION LINCOLN NATIONAL LIFE INSURANCE COHPANY AS PRINCIPAL FOR ITS OWN ACCOUNT ANO AS AGENT FOR LINCOLN NATIONAL LIFE ANNUITY CONTRACTS CONFIRKS THE T~ANSACTIONS NOTEO HEREIN. PAGE 1 CONTRACT CONFIRHATION ANO STATEHENT FOR' 101011'S TO 121511'5 REHITTER NO. CONTRACT NO. CONTRACT STATUS KAY O. HOFFMAN 1041 PENNSYLVANIA AVENUE HARRISBURG, PA 17111 CRn546 96-5275544 PARTICIPANT NOFFIWI KAY ACTIVE $OCo SEC. NO. 177-50-4531 CONTRACT SUNNARY PLEASE NOTIFY LINCOLN NATIONAL OR YOUR LOCAL REPRESENTATIVE IF THE AOORESS IS INCORRECT, TOLL FREE' 1-000-548-1212 NET CONTRACT CONTRIBUTIONS, BEGINNING CASH SURRENDER VALUE, ENDING CASH SURRENDER VALUE, TOTAL ACCOUNT VALUE. 031,818.75 na,041.51 040,D62.86 , " , o,oz; ':'''''J,....,,:!;i ..:i.>;{:..r~\m.Z1'X.~~.~...: FUND EFFECTIVE TRANSACTION TRANSACTION CHARGES/ ANT. AFFECTING UNIT NO. OF IWIE DATE TYPE . AltOUNT FED TAX THE ACCOUNT VALUE UNITS EHPLOYEE SALARY REDUCTION CONTRIBUTIONS LN GROWTH 10-04-'5 PAYHENT 92.37 0.00 '2.37 4.491569 20.565 LN I1ANAGED 10-04-'5 PAY"ENT '2.58 0.00 '2.58 2.821040 52.747 LN GROWTH 10-18-'5 PAYHENT '2.37 O.DD 92.57 4.549030 20.505 ioN I1ANAGED 10-18-'5 PAYHENT '2.58 0.00 '2.511 2.845047 32.4'5 LN GROIITH 11-01-'5 PAY"ENT '2.37 0.00 '2.37 4.5718n 20.204 LN IWIAGED 11-01-'5 PAY"ENT '2.58 O.DD '2.38 2.827767 32.669 ioN GROWTH 11-15-'5 PAY"ENT '2.37 0.00 '2.37 4.52605' 20.408 LN ""NAGED 11-15-'5 PAY"ENT '2.38 O.DD '2.38 2.805'89 32.'22 LN GROWTH 11-2'-'5 PAY"ENT '2.57 0.00 '2.57 4.510954 20.477 LH ""NAGED 11-2'-'5 PAY"ENT '2.511 O.DD 92.58 2.805123 52.'55 LN GROWTH 12-15-'5 PAY"ENT '2.57 0.00 92.57 4.540956 20.542 LN ""NAGED 12-15-'5 PAY"ENT '2.58 0.00 '2.38 2.815848 52.007 LN GROWTH 12-27-'5 PAY"ENT '2.57 0.00 '2.57 4.590116 20.124 LN IWIAGED 12-27-'5 PAY"ENT '2.511 0.00 '2.38 2.as8198 52.54' SUHKARY BY INVEST"EHT ACCOUNT: . .. "f fiXED ... BEGINNING ACCOUNT VALUE.. 012,550.84 ... APPRECIATIDN/DEPRECIATION 0193.84 .. ~ ENDING ACCOUNT VALUE..... 012,544.68 ~ LN GROIITH BEGINNING ACCOUNT VALUE.. 020,152.75 UNIT VAi.UE 04.456055 NO. Of UNITS 4,518.065 DEPOSITS................ . 1646.5' APPRECIATI0N/DE~RECIATIDN 0558.95 ~HDING ACCOUNT VALUE..... 021,538.27 UNIT VALUE 04.570547 NO. Of UNITS 4,660.4'0 LN ""NAGED BEGINNING ACCOUNT VALUE.. 07,167.'8 UNIT VALUE 02.804569 NO. Of UNITS 2,555.824 DEPOSITS...I............. $646.66 APPRECIATION/OEPRECIATION 059.56 ENDING ACCOUNT VALUE..... 07,874.20 UNIT VALUE 02.527418 NO. Of UNITS 2,784.'44 SUHHARY Of ACCOUNT VALUE BY SOURCE Of CONTRIBUTIONS. E"PLOYEE SAL RED "f fIXED 012,544.68 LN GROIITH 021,338.27 LN ""NAGED 07,874.20 TOTAL 041,757.15 UNIT VALUES AS Of 12-51-'3, LN GROIITH LN "ANAGED LN SOCIAL AIIARE n.780437 04.3'1576 01.242'2' LN HONEY "ARKET LN PUTNA" '2.07'097 01 . 68'416 '4.570547 02.827418 '2.021120 ioN BOND LN SPECIAL OPP LN INTERNATIONAL 88 ELEC DEF VALUE '7,'35.50 px-s .PLEASE RETAIN FOR YOUR RECORDS' SERVICING AGENT: S"ITH, LEON 3800 11 0 555075 604502 . .. .. N .. .. . ~ or JtI~UUW .,.AIIU.,.".. t 'Ii INSURANCE CO. ...... LINCOLN NATIONAL CORPORATION LiNCOLN'NATioNAL Li;1 AHNUiTY-COHTiAcTS CONFIRMS TNI TRANSACTIONS NOTtD HIRIIN. CONTRACT CONFIR"ATION AND STATI"INT FOR. 10/01/.5 TO 121511.3 RIMITTIII NO. CONTIIACT NO. CONTRACT STATUS KAY HOFFMAN 1041 PENNA AVE HARRISBURG PA 17111 0000000 "-5754645 PARTICIPANT HOFFHAN KAY ACTIVI SOC. SIC. NO. 177-SO-43Sl CONTRACT SUKHARY PLEASE NOTIFY LINCOLN HATIONAL OR YOUR LOCAL REPRESENTATIVE IF THE ADORISS IS INCORRECT: TOLL FREE: l-aOO-54a-1212 HIT CDNTRACT CONTRIBUTIONS, .1,731.44 BIGINNING CASH SURRINDIR VALUE. 11,a52.2a ENDING CASN SURRIHDIR VALUI',~lJa.,.27 TOTAL ACCOUNT VALUE. ~$.t~t!~~1t' CHARGESI AIlT. AFFECTING UNIT NO. OF FID TAX TNI ACCOUNT VALUE UNITS FUND NAMI EFFECTIVE TRANSACTION DATE TYPE TRANSACTION . AMOUNT ROLLOVER CONT~IB~TIONS LN GROWTH 11-09-93 ACCT CNARGE LN PUTNAIl 11-0'-'3 ACCT CHARGE SUMMARY BY INVESTMENT ACCOUHT, LN GROWTH BEGIHHIHG ACCOUNT VALUE.. CONTRACT CHARGES......... APPRECIATION/DEPRECIATION ENDING ACCOUNT VALUE..... LN PUTNAM BEGINHIHG ACCOUHT VALUE.. CONTRACT CHARGES......... APPRECIATION/DEPRECIATION ENOING ACCOUNT VALUE..... 12.41- 4.47962a 12.59- 1.643727 2.770- 7.6&9- 0.00 0.00 12.41 12.5' ..a9.26 UNIT VALUE 1".4&6055 lID. OF UNITS 222.003 112."1- 126.92 11,003.77 UNIT VALUE 14.&7a547 NO. OF UNITS 219.233 11,009.22 UNIT VALUE 11.643637 HO. OF UNITS 61".01a 112.59- 127.76 11,024.39 UNIT VALUE 11.689416 NO. OF UNITS 606.359 SUMMARY OF ACCOUNT VALUE BY SOURCE OF CONTRIBUTIONS' ROLLOVER CONTRIBUTIONS 11,003.77 11,024.39 12,02a.16 LN GROWTH LN PUTNAM TOTAL . UNIT VALUES AS OF 12-51-93: LN GROWTH LN MANAGED LN SOCIAL AWARE 13.7a0437 LN HONEY HARXET $4.391576 LN PUTHAM tl.242929 $2.079097 $1.689416 14057a547 12.82741a $Z.021120 LN BOND LN SPECIAL OPP LN INTERNATIONAL PX-6 .PlEA~E ~ET~IN rOR c~~ 'E=:RO~. ~ERVICING ~GEHT: 5MITH LECH 3808 !~, 535075 119129 Account Statement - First Quarter 1994 . , . . T. Row~ Pritt P.O. Box 89lXXl Balt1monr, MD 212.89.m3l Tele"Acce3 1 (800) 638-2Sll7 CustolDer Servic~ 1 (800) 225-5132 1."111",111""1,1"1.1,1,,,1,11,,11,,,,11,,,1.1,,11,,,.1,11 TRow~PriceTNSICo Cusl For The IRA Of Kay D HoHman 1056 Tunbeny cr Mechanlcslnug PA 17l155-7606 Investor nWllbet 291686 o I IC You could be sacriIidng neoorly a third 01 your eemIngs 10 federallaxes. Earn DIOI'll and bep IftDn! with our family of Tax.F_ Punds. CallI-800-541-S86L 1099 lax Total Market Value Dividend and Capital Gain Summary $ 9,936.23 77th MDnth Y"...ID-DoI,. Taxable $0.00 $0.00 Tax-free 0.00 0.00 - Tax - deferred 124.24 124.24 - Total $124.24 $124.24 - = = - = - - Portfolio Summary - = = - Typ.of Type of &g{ailfg Elldllfg 'foaf SNrre - - Retirement Aarlouot l1md &1aa &14na Aadr Prla = = GroW1h & Income IRA Equity $ 7,751.38 $ 7.441.38 74.9% $ 15.74 - - - GNMA IRA Bond 2.556.37 2,494.85 25.1 9.32 - - Total retirement $ 10.307.75 $ 9,9311.23 100.0% - . - - Total market value $ 10,307.75 $ 9,938.23 I'X-7 (I of 2) ?age2012 Account numbrr 7IlO190219-1 rele" Access code J5 . Account Statement - First Quart.er 1994 I!~~Y. ' Growth &: Income 0... 1/1 3/29 3/29 3/31 DaaiptiDtI Beginning Balance DIvidend Reinvest .1 t Reinvest Cap Galn .08 ending Balance ~, $ 7,751.38 51.48 28.07 $ 7,441.38 ... ... Oa-' .5lIIIN IWar 487.798 $tU7 + 3.218 471.0t4 11l.99 + 1.755 472.769 15.99 472.769 $ 15.74 1'_1HII. kdvIty TlIll- deferred dividends TlIll-deferred capltalgaln $111.46 $ 28.07 GNMA 0... DaaiptiDtI ~, ... SIrma Oa-' .5lIIIN IWar 1/1 Beginning Balance $ 2.556.37 263.001 $9.72 1/31 Dividend Reinvest 13.155 + 1.390 284.391 9.711 2/28 DIvidend Reinvest 14.70 + 1.531 265.922 9.80 3/31 Dividend Reinvest 16.48 + 1.766 287.688 9.32 3/31 ending Balance $ 2,494.65 267.688 $9.32 =- - = =- - - - - = =- - = = = - - = - = - = = = = Yield: 7.151' for 30 dizys tIIlUd 3131/94"'06.60% on 12/31193. This dividend Is for 34 days vs. 2B last month. 1'_~. Adh1ity TlIll-delerred dividends $ 44.71 '8 Funa'! Dflf'C1tJI vl"lQervrrllt.,.S T '::0". iI"ce .""utmant S.""ces. Inc., "nlCn aCI,,as Agent. Tn. lime 01 theulnsactrcnl!l hslte en Inll Statement "",III b. 'Uf"ISnea 10 you ,on Wllnt''' 'AQ...tl~f l'X-7 (2 of 2) . - Q < ... - .. Bz .- ... ..- :l\J - => <... ...- Q::l >,Z =z :!< - :::J - . - - ;3= >,< ..- .- .... =< :> <0 -:::J - .... =2 :J~ ... " .-- .J'=J -... =- =~. - -. - .... - - =- ..-= =;:J II.... -- -=c. > QC:l ....l c.= - >< C:l . - .. .. .. IS c - J 1 ~ E >oj!! C z' _ c" .. .... ,.. :f~ " 0.. a: u:: CLo~ , B ~~ o c- ... .... il ,.. ,,0 :I.': "g,~ 'S " -. Pel! ~Z . -c "'!1 _ i...:: ""a c ~- ._ D ~o " .. _.J 0_ .,~ ~~ 'l~ '" i! ~ o C w C Z w ce W l- ce <( :J a b <( ce I- Z o u w :z; l- ce o ... ... z w ::E w ... ~ III ..; - :! - !: ,~ < ... .... z <( ..J ;: ~ C _! c( . :r ~ :a ..., c: u t: :I II) .1:' .. 6 . :I', ii' > - c: :r o u u <( - u .. .. - c: o u = 'i c "' In J:: iii "' Q z <( :c ... ... o = N 11\ -r 11\ -r , 0. lit ;. , :I" .'. :'>; ~. .... ,C , ::I' ",'lti, t'cf ;'~ ..- ~.u: ','II' ''I>:z' ,;~ ,~' "U.. .- 0. . 0. 00 o , o .- lit - c: '::I II :,q ,<( ..., . , .' - c. l!: II ::I ,0 .- 0. 0- 00 o , o .- lit -, ..., ,::I 0, U U <( IS -' "0. :." .' Go ,"' 10, z <( :c ... ... o o 11\ ,... -0 '" N -r o N o o z = <( ..... .... z <( ..J - " .. .. c o U - - - ! i o "l '0 ,0 ,0 , . o 1"101"1 00000 . . . 00000 0. 0. 00 00 , , 0. 0. ,0 "0 .' .' 0 000 000 . . 000 '0 , 0 . 0' "'01"1 -0000 . 00000 0. 0. 00 00 , , 0. 0. 00 00 . . 00 00 00 . 00 00 00 00 .. '" II = o .. " " > '" " ~ ~ eGg "" ,,~.. ! il. .. el-g;;;;~c !;-es<o-s Q.~ -';J U .=!U~5: ~~~ ~<~ i c3 z~ ~ B 'C .. ii III III c i: !. o J>X-i) =- Cl Ii: -0 .. - ii ~ .. J " II .. ~ 'li ~ " ~ OJ! 3 '::;:cn 00 N . .- 0. .- .... ..0. . 0. ,co '0 .. ,0 ... 1: o o . o ,0 o . o 00 N . ... 0- .- ... 0- . 0. 00 o .. ,0 ... - .. .. Q -' C ii <:J E II e :; II " c 5 .. II .. " s B c .. ii III '" c ;; a U 'If ",n",tlnn.. *' U~l~rn:u Compensation Program PART Adm.NIICfcd. EaroUcd &Ad ~ by The Copeland Companies SECURE YOUR FUTURE. TOii'AY. 1115-26-.'02 FOR tNFORMATION CALL T .. 1-8oo-.22-'~27 PAGE 1...11I...1...11",11...11..11,11"""11I.1...1..1,,,11...11I ................. 3-01GIT 171 0??oo5602 ?0ooooo20 ??0oooooo LANTZ A HOFFMAN '041 PA AVE SWATAAA. PA '7"1-30'9 INCEPTION TO DA TE SUMMARY INVESTMENT OESIGNATION TOTAL CONTRIBUTION TRANSFER WITHDRAWALS TOTAL GAIN/l LOSS I 12/~1 VALUE AMERICAN UNITEO LIFE INS CO AUL FIXED INTEREST ACCT PLAN TOTALS ,00 .00 014.1 :9 .44,29 5.740,3.: 5.7.00~'; ,00 ,00 5 . 296 ' 05 5.296,05 ._. .....u ...~......,....r .t'______.......~1 1:1 ~1:r:I......~I~I,!I.II,r...141 I_I.' 1~1~I.t L.' 111~I.rlC1rD.ftll'l',I.lrl;;jll.~jl-.IltMI"JII...L.iI........-~L '~L.__ ._...~ PERIOD SUMMARY ( 7/01/93 - 12/31/93) INVESTMENT OESIGNATION 07/01 VALUE TOTAL PERIOO CONTRIBUTION TRANSFER WITHDRAWALS PERIOO GAINI r LOSS I 12/~' VALUE AMERICAN UNITEO LIFE INS CO AUL FIXED INTEREST ACCT A0377 60 PERIOO .OTALS A.377,60 ,00 ,00 '''''.':2 '47,72 5.740,3, 5.740.3. 00 .00 '02'5,;)2 1.215002 __......................-."...-...----....L.....--...IL'fl ,tJ".L.I"I<.II,I.~I'I,:r.;...I; 'l,h-",~I . I ... I ,.,..~.tll>.~I~r...~.'IIII;;:~lItl~III... ...11.17'"_ ......1]1..11....1'11. ...w&auo'__ DETAILED TRANSACTIONS ( 7/01/93 - 12/31/93) INVESTMENT TRANSACTION FUND ooLLAR DATE DESCRIPTION NAME AMOUNT " 07/02/9~ OEPOSH AUL FIXEO INTEREST ACCT 69.17 ,??oo 07/ '6/9~ DEPOSI. AUL FIXED INTEREST ACCT 69.17 0??oo 07/~0/9~ OEPOSI. AUL FIXED ,NTEREST ACCT 69017 .??oo 08/1~/9~ DEPOSIT AUL FIXED INTEREST ACCT 69.17 ,??oo 08/27/9~ DEPOSIT AUL FIXED INTEREST ACCT 69017 ,??oo 09/10/9~ DEPOSI. AUL FIXED INTEREST ACCT 69.17 ,??oo 09/24/93 DEI'OS" AUL FIXED INTEREST ACCT '00000 ,??oo 10/08/9~ DEPDSIT AUL FIXED INTEREST ACCT 100.00 ,??oo 10/22/93 DEPOSIT AUL FIXED INTEREST ACCT '00.00 .??oo I 1/05/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 ,??oo "1'9/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 .??oo 12/0~/93 DEPOSIT AUL FIXED INTEREST ACCT 100000 .??oo 12/17/93 DEPOS tr AUL FIXED INTEREST ACCT 100.00 ,??oo 12/24/93 ADMINISTRA TlVE CHARGE AUL FIXED INTEREST ACCT 7050 ,??oo 12/30/93 DEPOSIT AUL FIXED INTEREST ACCT 100.00 ,??oo nLUI.:I:GCr:~tt:Ct.l:ttt'f.:mr.ct1~rTT'I"?~L;-~L. Lh..:I.... ..L,..U..""I"l..!ltI~...Pn'!~I.I".I....""''''.....r.l.r..~I.1 L:11...UII.l-~...II!'.I~r 1.1I"1.r.t.rl PAyROLL DEDUCTIONS NOT YE. POSTED BY THE APPROPRIATE CARRIERS rOTALED S ,00 R23 ~ 'AC5000 A57B EE PX-9 FultonBan.k 1057 0016 '---' L"NCASn!Ro peNNS~LV"NI" 17&O~ ---- "1...IR 'Ole ST4TE~ENT ~= ACC:U' 1~19-3416:; STAT!M~NT p~~rQD Flt~M TLi~~U" =.2-ZIJ-.n 01-18- PAGE 3 ---- LANTZ A HOFFMAN 1041 PENNSYLVANIA AVE HARRISBURG PA 17111-3019 10 :~CLJSUR FULTON FUND DEPOStTS/ CHECKS! DATE ACTIVITY DESCRIPTION REFERENCE CREDITS Q:!l ITS !UL ZOO ~ATIONWIDE ~R HARRISBURG PA 1Z/Z3 ATM CASH W!D 000Z76 270.00 ZOO NATIONWIDE DR 26,00 HARRISBURG PA 4,000.00 1Z/31 ATM TRF TO CKOO1311 36Z1 UNION DEPOSIT ~Z,OO HARRISBURG PA 01/03 ATH CASH W!D 002363 50.00 3621 UNION DEPOSIT 21,9'3 HARRISBURG PA 01/04 MORTGAGE LOAN 415.69 PAYMENT 21,::: ACCT NO 160-1157966 01/10 ATM CASH WID 00Q533 30.00 ZOO NATIONWIDE DR 2=.,:-0 HARRISBURG PA :!Z,..;u 01/14 DEPaSIT 5081 Ol516300660 1,lOO.00 01/16 INTEREST CREDIT 4Z.94 Z:!,64 01/16 ENDING BALANCE Z;:,5.. ... ANNUAL PERCENTAGE YI~LD EARNED DISCLOSURE FROM ANNUAL PERCENTAGE YIELD EARNED AVERAGE DAILY COLLECTED BALANCE INTEREST EARNED 12-20-93 TH~~UGH 01-13-'1 2.21: 23,:!19.132 4;:.94 AVERAGE LEDGER BALANCE MINIMUM LEDGER ~ALANCE SERVICE FEE BALANCE INFORMATI:N 23,436.48 AVERAGE COLLECTED ~ALANCE 21,504.31 MINIMUM COLLECTED BALANCE :3,Zl 21,50 ...***..**...........**...................................................... STATEMENT SAVINGS ACCOUNT NO. 216-000390 PREVIOUS STATEMENT BALANCE ENDING BALANCE THIS STATEMENT DATE ACTIVITY DESCRIPTION lZ/17 BEGINNING BALANCE FROM ='2-17-93 THROUr,~ 01-1 .-3,2:; 3,99 CREDITS J:3ITS ~AL 3,a:: - - . :Ion ._---- ---- I.ANCAST~Ro PeNNSYLVANIA 11104 III...... '0fC STATEME~T Or 4CCOUN 1618-34155 STATEMENT P:~IOD FROM THitOUGIJ 1Z-!O-93 01-18-~ LAST PAGE 4 -- LANTZ A HOFFMAN 1041 PENNSYLVANIA AVE HARRISBURG PA 17111-3019 10 ENCL::!SURE STATEMENT SAVINGS DATE ACTIVITY DESCRIPTION 12/31 INTE~eST CREDIT CREDITS 136.21 :lEBITS BAL. 3,99' ... ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM ANNUAL PERCENTAGE YIELD EARNED AVERAGE DAILY LEDGER BALANCE INTEREST EARNED Ol-17-~. 12-17-93 TH~CUGH 3.13% 8,935.37 24.14 .........................................................*.**......**.......* MORTGAGE LOANS AS OF 01/14/94 ACCOUNT NO 160-1157866 !ULANCE 38,293.52 '. . . . NOT ICE . . .. ON FEBRUARY 1, 1994 THE FOLLOWING INTEREST ~ATES WILL B:ca~E EFFECTIVE : STATEMENT SAVINGS 2.25% I ANNUAL PERCENTAG: YIELD OF 2.27% PASSBOOK SAVINGS 2.25% I ANNUAL PERCENTAGE YIELD OF 2.27% DIRECT FULTON BANK I~QUIRI:S TO: PQ gOX 4887 1 ~ 'Ir ~ (" T-= ~ oJ.\ PX-lD (2 or 2) --,. -.,.. . Actuarial ana 8enehts Consullants 229 Soutn 18tn Streel Rinennouse SQuare Phllaoelphia. PA 19103.6138 Tel: (215) 893.0270 Fax: (215) 875.2833 Novembcr 30, 1995 Personal & Confidentinl Hay/Huggins Company Mrs. Susan L. Davis Employment and Bcncfits M:magcr Carlislc Hospital 246 Parkcr Street Carlislc, PA 17013-0310 Re: Kav D. Horrman Dear Mrs. Davis: Below you will find the early retirement benefit :wi options for Ms. Kay Hoffinan. These benefits :lSsume Ms. Hoflin:ln terminated her employment with the Hospital on June 9, 1995. Benefit Form Life Annuity 10 Year Cenain and Life Annuity 20 Year Ccrtain and Life Annuity .50% JointlUld Survivor Annuity 100% Joint and Survivor Annuity Monthly Benefit Commencing Aul!llSt I. 1998 Aul!llSt I. 2000 Aul!llSl I. 2003 390.46 47.5.25 648.14 37.5.00 4.52.1.5 60.5.36 343.14 407.10 .529.8.5 369..57 448.21 607.83 3.50.83 424.07 .572.18 The above benefits were b:lSed on the following: Datc of Birth: Spouse's Date of Birth: Date of Hire: 07/04/3 8 01/24/36 03/04/87 r In addition to Ms. Hoflin:ln' s retirement benefits, we have also c:llculated her accrued benefit at JlUIuary I, 1994, lUId the value of that benefit on that date. The benefit she had accrued to January I, 1994, is $557059 lUId the value of that benefit on January I, 1994, is $46,157,08. This benefit was c:llculated using government promulgated interest :lSsumptions, which:lS of Januarv I, 1994, were graded down from 4.5%0 We should note that this benefit is 100% vested.' but is not available in the single form iIIu.strated since the value of the benefit exceeds $3,5000 If lUIY of the above information is not corrcct, ple:lSe notify us :IS soon :IS possible. as portions of the benefits may need to be rec:1lculated. If you should have lUIY questions. please feel free to c:l1I me or Ron Seifert, Sincerely, .-. . "'~_~y:" 0 J 6)1- Doruld W, Samples, FSA, EA Executive Vice President . DWS/RS:jkl I'X-11 Conrad NL Siegel, Inc. Actuaries/Benefits COlI/ill M, 5i'I.lo F,S,Ao Hury Mo Ulller. Ir.. FoS,A. Brian S, 51M0 F,S,Ao Clyde E. GinJl1ch. F,S,A, EMI Lo Mumm.n. E,A, Roben '0 Dolan. A,S.A, David Fo Slirlinl. AoS,A. Roben '0 ~lrulk. F,SoA, David Ho Killick. F,S,Ao Serrrey So ~Iyen. FoS,A, Thomu L. Zimmerman. F,S,A, Glenn Ao Hafer. F,S,A. Kevin A. Etb. F,S,A, Flink So Rhodoso F,S,A.. A,C,A,So Chari.. Bo Friedlander. FoS,Ao Holly A. Ros.. F,SoA, Sohn Wo Seffrey. A,S,A. Doni.. Mo Polin. A,S,Ao Richard C. Snuth. A,S,Ao Coll..n S, Ricco A,S,A, 300 :-Ialionwide Drive P. 00 Box 5900 Harrisbuq;, PA 17110.5900 (717) 652.5633 Fax (717) 540.9106 October 9, 1996 Philip H. Spare, Esq. Snelbaker & Brenneman 44 West Main Street Mechanicsburg, PA 17055 RE: Lantz A. Hoffman Dear Mr. Spare: You provided me with the following information concerning Lantz A. HolTman: 1. Date of birth - January 24,1936. 2. Date married - January 22, 1957. 3. Date separated. January 6, 1994. 4. A statement as of December 31, 1993, prepared by the State Employes' Retirement System showing the following information for Mr. Hoffman: a. Years of service - 21.91. b. Accumulated contributions plus interest - $47,464. c. If Mr. Hoffman had retired on that date. he could have elected to receive a monthly full pension of $l,708.01 or he could have elected to receive a refund of his accumulated contributions plus interest and a reduced monthly full pension of $l,429.86. d. Final average salary - $53,087. Currently, Mr. HolTman is 61 years of age lage nearest birthday). The State Employes' Retirement System is a defmed benefit pension plan. The pension benefit provided upon retirernent is based upon the fmal three-year average salary and the years of service. Normal retirement is age 60 or after 35 years of service. if earliero Since Mr. Hoffman had completed at least 10 years of service on December 31. 1993, he could have retired on that date. If he continues to work, the benefits earned as uf Decernber 31. 1993, will be increased actuarially until his normal retirement ageo His normal retirement a~e under the State Employes' Retirement System was age 60, ~ Conrad M. Siegel, Inc. Philip H. Spare, Esq. October 9, 1996 Page 2 The fol1owing table shows the pension benefit earned as of December 31, 1993, adjusted for retirement now and the present value of such benefit. Retirement Pension Benefit Present Value Pension Benefit Now (Age 61) Monthly full pension of$l,951 $252,555 Refund of contributions plus interest ($52,970) and monthly ful1 pension of $l,586 $258,276 Lantz A. HolTman was hired in 1972 and therefore, his entire pension as of December 3l, 1993, was earned during the marriage. I did not take into account the six days of service from December 31. 1993 (the date of the SERS information) to January 6, 1994 (the date of separation). These six days of service are inconsequential. The present value calculations are based upon the assumptions promulgated by the Pension Benefit Guaranty Corporation for annuity valuations except that mortality was not taken into account prior to the commencement of the pension. The interest is 6.3% per year for 20 years fol1owed by 4.75% per year. The mortality is in accordance with the 1983 Group Annuity Mortality Table. . In my opinion. the assumptions promulgated by the Pension Benefit Guaranty Corporation for annuity valuations are appropriate for the purpose of determining the present values. Yours sincerely, I "':-<V HML:kad , " , "- . - c\. ~ 'I . ) , ~ Harry M. Leister. Jr.. F.S.A. Consjting Actuary PX-12 (2 of 2) .' . ~t.AL.J" "r PUWUI..'......" STAn o.LOTU' UT111DlIHI' STlTDI ST ATOlIHI' 0' IoI:t:tJMr AS 0' DI=-1Il at. "Ia Arnall, ttw ItaU _I.,.,' leUr__t 1,1t. UIISI ,....... MCtI __ ..... arnM r...,...' ...... 1M...... ..eft ....Id be ~'.ful In \nIIrUlI'Idt", ttw bMlft tI praY'dId br _ ,.U''''' ,11ft _ In dI'''' """'11 ......,"'. ""I Ita''''' ... pr..,." ust", the ... r~ '" ,., "I..r__t ~t II .f" . 11. ,",. .... 't _1~-' 'I fI,.1 lUlU '" the Ill. 'n .._ .... .,Ift _11....1. In _ '_'0"_' PLEASE llUIIl TO nil llEVPSE SlDI 'Clll lWOllTAHT IN'DllIlAT1llH AIOUT TOUR STATDlDIl'. 'UPUID FOI. L A HOffMAN 023-211-03000 SEO-o72707 SII. 111-2'-"02 IlIP " 01.... DU. .f II,Ift. ~AHUAIT 2.. 113. SeI. MALl ...... ~I 7 _. ..",_, Do',. JAM/ARY 2.. III' er..".. lore'" U . .~Il...'i Clua ~,~ A 21.107' VRS. 551-60 2'..,.7 VIS. ACCOIMf IAI..IHC! _.. r". fULL. VITH SSl tont"llutt.. II'. 'I.~ F".. A..... 10.11'7 I '13.081.81 1ft' ..",_ eo-IlIlaml,. I 111.711.04 III .... 1:&._" lam.... I IT.'02 .10 Join, _.. c-a... '-il' , _...., Doll' I -----TAXAILE 1II!A1CllO\lN 0' N::t:lJMf----- !l!!&!! 101_ u of U-J1..U '.'.801.811 1ft' ActlvUr c..tr'llutt.... '2.781091 "- _ 'a,..." "....,., ,.,...." 014.1"'_'" erod"OIl In'....' II . 721. .. 111_ u of U-J1-" "'.317.32 _MIS 11'_ u of U-II-" - .!!! 11.102.1. . . ru~f"""" Contr,Ilu,._ I "..,'_1, ru. c."rttlUUIftI 1 Creel.... lnterdt I _, '.1..- u of U-II-U I '2'.73\'23 11......11 113.....21 '.7.'13.97 S.'. " $1.1....11 . .&dIUl~tS ".fleet corrections '0 ,., ICCOU'tt abaUt ....eft ,au ,...,. e... MUffed. '--fit I.tl_,.. U. Dr..,." 'Ot' __S ... haft r""" ......1 "tI,-.t &till Md for ....... ... .... II 1..a1 10 ,.,-1 of cr..tt... Sef"V'ce '0It' .....1., "tlr-.t II"d It leuc f ,...-, of end,," s",,'c:e lor DtllDtlltJ ..tI,-.t Iltall 'ellce ifili lnfor~t Offtcars ...... N .,",_ ,.,.,Ica '....I'....t 'or dtlalltlltJ reU,__t). If ,.. t.....rac. prior to attain.", .UllbUtt, 'or ...ml, blNftlt, tNC I. prior to *-1" .....ted. lau ..,ad be enUtled to 'eGe'" ,our IICCDU'It '-11I'lCe .,n,a "'" dlGt, to the ,. __ltf'I U 0' ,... date of t....'natICl't. IENt'lT !$TlMAT!S ""IOC'OIl to _I I.Ur-.t ruLL RlTIREIlDfT - Ill.. 00.1... .....1... _ ...,_ _tfIl, ....,Ib to ,au fOIl' "f.. 11 IW die before ree.lv'... ,... total ~I.ted doIa.Iclt_. ChI '-1U'1C8 wi II &. peld to lour ~tctar,II",. OPTIllH I - Ill'S ...'1.. ......._ ._ _tfIl, _US to ,eu ,.. IUo. All ~I, blndltl aro ,eII.ICed f,. tM ,........, 'ah.-. "", balarc:a ~.nl", .1 ,... diMtft .'11 be ,.'d t. your boneflclarrtll", PR!SDfT VALUE . llootfl IonofU ...- lIDtl... I or 0 _Ill In stato ~tc.. OPTICIt 4 .. 1011 _, recel.... ,11 OIl' . portion of 1"- Iccu.ulalod deductlana lcontrtbutlDni &nd tnt.'.lcl In I lu.p ..... or Inl1.II..... pa~tJ II'd reco..... ,.~ -.tftl, --'US wDIr _ of the ottw" '.11'....' oottans. CIpltan. I. awtlabl. ani, at the tt_ fIf r.It,-.t It'd ..,. Nt timed ,car Ic:a..llatlld doraI:tl_. fULL RETIREIlDfT ADJUSTED UNDER OPTION . OPT1llH 1 ADJUSTED UHlIER OPT1ON . AD.AISTED PRESENT VALUE lHlER OPTION 1 lIITH OPTION . Qrr..t u of u.n-n 1I.70a.01 12.215.1' 11.574.97 12.057.22 1218.8170" "7."3.97 12".929.12 '57. "1. 66 11.'29.86 11.317.94 '241.383 ..9 11.903.82 ,I. 731.6' 1307. ..7086 IlAXIJaM OlSAIIILITT - You _. be _Icoll, _tlllOll by un ,I. 9.9. 16 Modlcal b..'Nrt to .. "SlClII, 0#' ...tlll, 'nc:&l*ble of perf..'.... 'fNI' art..t JOb wit... OPTIDH 4 lIIllClRAlIAL IS I<<IT AVAll.AlLE VITH A OlSAllLlTT RETIREMENT . .REFER TO CODES A THROUGH R ON "HE ~EVERSE SlOE OF :HIS FORM FOR AN EXPLANATION OF THE 'OLLOVING COOES AS THEY APPLY TO 'OUR 9ENEFI: ESTIMATES, ADOIT:OHAL RET:REMENT :PT::NS ARE AVAILABLE. PLEASE -ELEPHONE 'OUR SERS REGIONAL RET:REMENT COUNSELOR .:~....;:a[! ..;OC...;:1:.;'up reR ~E~~::NS :::NC!~..'.nNQ 'CUR 3ENEF:-:- ~lCHTS 'JR rUS 'i':".\rt"E~ :f' 1C:::::t..'NT PX-IJ VERIFICATION I verify that the statements made in the foregoing Pretrial tatement are true and correct. I understand that false tatements herein are made subject to the penalties of 18 Pa. .5. 54904 relating to unsworn falsification to authorities. ..~;.-" .-:' / j ~/ :a-:' ~H~f'f~~n ate: February 9, 1998 LAW O,rlCC. SNELD.\KER. BRENNEMAN e: SPARE , .~' LAW' OfFICE. JOHN .. MANCKI ... RICHARD ......ONIR DAVID I. HERSHIY WILLIAM T. TULLY MANCKE. WAGNER, HERSHEY a. TUl.l.Y U33 NO,,'H 1'''0,..' .,"u, H"''''''..UAO, M 11110 ARIA CODa 717 a~..7OSI February 10, 1998 E. Robert Elicker, Esquire Divorce Master 9 North Hanover street carlisle, PA 17013 Re: Hoffman v. Hoffman No. 94-270 Civil Dear Mr. Elicker: Enclosed herein please find the Pre-Trial statement on behalf of my client, Lantz Hoffman. Your attention is appreciat~.~ PRW/dks Enclosure cc: Philip H. Spare, Esq. (w/encl.) KAY D. HOFFMAN, . IN THE COURT OF COMMON PLEAS . . CUMBERLAND COUNTY, PENNSYLVANIA . plaintiff, . . v. . NO. 270 CIVIL 1994 . . . . CIVIL ACTION - LAW . LANTZ A. HOFFMAN, . . . IN DIVORCE . Defendant. . . PRB-TRIAL STATBMBKT PURSUANT TO RULB 1920.33 I. .AcTSI Husband and wife were married January 22, 1957, in Lewistown, Pennsylvania. Husband was born January 24, 1936, and currently works for the Pennsylvania state Game commission earning approximately $55,000.00 per year. Wife was born July 4, 1938, and currently works for Health America earning approximately $55,000.00 per year. II. MARITAL PROPBRTYI A. Marital residence - value $113,500.00, debts owed - outstanding mortgage - $38,475.00 and home equity loan - $10,000.00 as of the date of separation; since separation, husband has paid both the mortgages which are now as of January 3, 1998, reduced to $28,143.00 and $10,204.00 on the home equity loan; B. Husband's pension through the SERB as of separation - $258,276.00; C. Wife's Carlisle Hospital Retirement - $46,157.08; III. IHTAHGIBLB PBRSONAL PROPBRTY IN POSSBSSION O~ .I.BI A. $84,327.98 IV. IHTAHGIBLB PBRSONAL PROPERTY IN POSSBSSION O. HUSBANDI A. $61,279.97 V. MARITAL DBBTSI The two primary marital debts of the marriage are the mortgage on the home which, at separation, was $38,475.00, and the home equity loan of $10,000.00. As of January 3, 1998, the mortgage was reduced to $28,143.00, and the home equity at $10,204.00. All payments since separation were made by husband. In addition, husband replaced the roof on the home for $3,500.00 and driveway for $2,100.00. VI. PBNSIONI The wife's pension through her place of employment at Carlisle Hospital is $46,957.08 and husband's as of separation from SERS is $258,276.00. VII. INTANGIBLE PBRSONAL PROPERTY 1 The parties acquired certain intangible personal property that is referenced above by value, but is herein identified as follows: A. B. C. D. Providenmutual.................$ Deferred Compo Program......... ~\1JL1:()1l ~\1llci.................... Fulton Savings................. 9,898.63 5,740.34 22,647.00 8,994.00 E. F. G. H. I. J. 1<. L. M. N. .............-" Prudential Life Ins. policies.. 14,000.00 7,420.71 3,826.67 54.46 10,933.08 41,757.15 2,028.16 7,751. 38 2,556.37 8,000.00 Fulton IRA..................... Fulton Checking................ Fulton savings................. Travelers Account.............. Lincoln Annuity................ Lincoln Annuity................ T. Rowe Price IRA.............. T. Rowe Price IRA.............. Prudential Life Ins. policies.. VIII. TANGIBLB PBRSONAL PROPBRTYa A. Jewelry. . . . . . . . . . . . . . . . . . . . . . . . $ 8,000.00 B. Art.work. . . . . . . . . . . . . . . . . . . . . . .. 10, 000.00 C. Train collection............... 10,000.00 D. Motor Vehicles................. 10,000.00 E. Guns. . . . . . . . . . . . . . . . . . . . . . . . . . . 2,500. 00 F. Furniture, household goods..... IX. BXPBRT WITNBSSBSa A. The husband would intend to call an appraiser on the marital home, if necessary, and also an actuary to do the pension calculations. X. PROPOSBD RBSOLUTIONI There would be a SO/50 division of assets with the pension of husband deferred through a QDRO. Respectfully submitted, IlANCltB, WAGNBR, HBRSHBY , TULLY Esqu re Attorney for D~~endant '/J-) DATE: -1/ It< 9.~ I / ~ - KAY D. HOFFMAN, . IN THE COURT OF COMMON PLEAS OF . plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA . . . vs. NO. 94 - 270 CIVIL . . LANTZ A. HOFFMAN, . . Defendant . IN DIVORCE . 1998, the ORDER (MOOT AND NOW, this -I ) day economic claims raised in the proceedings having of ~/ - , been resolved in accordance with a marital settlement agreement dated December 9, 1998, the appointment of the Master is vacated and counsel can file a praecipe transmitting the record to the Court requesting a final decree in divorce. P.J. co: Donald T. Kissinger Attorney for Plaintiff P. Richard Wagner Attorney for Defendant ~ ()>'~..t 1~llfllt'jf'. J.~. FllEfl-{Fi-ICE O~ -,I ,.... '.' I-~' '1"\1 'r''''''ny ,-"" , "!;.".JI/lll 900l:"r. 16 AI: 9: L. 5 cu.!..,., '. ')\'"''' ,'uwenL....,:...; t..Lot I d I PENNSYI:v/,t.;;.\ , < ... '. MARITAL SETTLEMENT AGREEMENT BY AND BETWEEN KA YD. HOFFMAN AND LANTZ A. HOFFMAN Donald T. Kissinger. Esquire HOWETT, KISSINGER & MILES, P.C. Attorney J.D. #47937 130 Walnut Street; P.O. Box 810 Harrisburg,PA 17108 Telephone: (717) 234-2616 Counsel for Kay D. Hoffinan P. Richard Wagner, Esquire MANCKE, WAGNER, HERSHEY & TULLY Attorney J.D. #23 I 03 2233 North Front Street Harrisburg, PAl 7 I 10 Telephone: (7 I 7) 234-705 I Counsel for Lanlz A. Hoffman TABLE OF CONTENTS J'lEADING PAGE 1. ADVICE OF COUNSEL 2 2. DISCLOSURE OF ASSETS 3 3. PERSONAL RIGHTS 4 4. MUTUAL CONSENT DIVORCE 4 5. EQUITABLE DISTRIBUTION 5 (a) Marital Residence 5 (b) Furnishings and Personalty 6 (e) Motor Vehicles 7 (d) Life Insurance 7 (e) Pension and Retirement Benefits 8 (I) Cash Accounts, Stocks and Investments 10 (g) Lump Sum to Wife 10 (h) Miscellaneous Property 11 (i) Property to Wife 11 (j) Property to Husband 11 (k) Assumption of Encumbrances 12 (I) Liability Not Listed 12 (m) Indemnification of Wife 13 (n) Indemnification of Husband I3 (0) Warranty as 10 Future Obligalions I3 ii TABLE OF CONTENTS (continued) JiEADING PAGE 6. WAIVER OF ALIMONY 14 7. COUNSEL FEES, COSTS AND EXPENSES 14 8. WAIVER OF INHERITANCE RIGHTS 14 9. WAIVER OF BENEFICIARY DESIGNATION 14 10. RELEASE OF CLAIMS 15 11. PRESERVATION OF RECORDS 17 12. MODIFICATION 17 13. SEVERABILITY 17 14. BREACH 17 15. WAIVER OF BREACH 17 16. NOTICE 17 17. APPLICABLE LAW 18 18. DATE OF EXECUTION 18 19. EFFECTIVE DATE 18 20. EFFECT OF RECONCILIATION, COHABITATION OR DIVORCE 18 21. HEADINGS NOT PART OF AGREEMENT 19 22. AGREEMENT BINDING ON PARTIES AND HEIRS 19 23. ENTIRE AGREEMENT 19 24. MUTUAL COOPERATION 19 25. AGREEMENT NOT TO BE 1\'IERGED 19 WHEREAS, the panics hereto are desirous of settling fully and finally their respective financial and propeny rights and obligations as between each other, including, without limitation, the settling of all matters between them relating to the ownership of real and personal propeny, the support and maintenance of one another and, in general, the settling of any and all claims and possible claims by one against the othcr or against their respective estates. MARITAL SETTLEMENT AGREEMENT THIS AGREEMENT is made this~dayof laN-'~/-! ./,1998, by and between KAY D. HOFFMAN, of Dauphin County, Pennsylvania, and LANTZ A. HOFFMAN, of Dauphin County. Pennsylvania. WITNESSETH: WHEREAS, Lantz A. Hoffman (hereinafter referred to as "Husband"), social security number 185.26.4802, was born on January 24, 1936, and presently resides at 1041 Pennsylvania Avenue, Harrisburg, Dauphin County, Pennsylvania, 17110. WHEREAS, Kay D. Hoffman (hereinafter referred to as "Wife"), social security number 177.30-4331, was born on July 4, 1938, and presently resides at 2865 Oakwood Drive, Harrisburg, Dauphin County, Pennsylvania, 17110. WHEREAS, the panies hereto arc husband and wife, having been lawfully married on January 22.1957 in Lewistown, Mifflin County, Pennsylvania; WHEREAS, the panies have lived separate and apan since on or about January 6,1994; WHEREAS, three children were born of the marriage, all of whom are now emancipated adults; 1 NOW, THEREFORE, in consideration of these premises, and of the mutual promises, covenants and undertakings hereinafter set forth, and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged by each of the parties hereto, Husband and Wife, each intending to be legally bound hereby, covenant and agree as follows: I. ADVICE OF COUNSEL The provisions of this Agreement and their legal effect have been fully explained to the parties by their respective counsel, P. Richard Wagner, Esquire, for Husband, and Donald T. Kissinger, Esquire, for Wife, Each party acknowledges that he or she has received independent legal ad\'ice from counsel of his or her selection, and that each fully understands the facts and has been fully infonned as to his or her legal rights and obligations, and each party acknowledges and accepts that this Agreement is, in the circumstances, fair and equitable, and that it is being entered into freely and voluntarily, after having received such advice and with such knowledge, and that the execution of this Agreement is not the result of any duress or undue influence, and that it is not the result of any improper or illegal agreement or agreements. In addition, each party hereto acknowledges that he or she has been fully advised by his or her respective altomey of the impact of the Pennsylvania Divorce Code, whereby the court has the right and duty to detennine all marital rights of the parties including divorce, alimony, alimony pelldellle Ii/e, equitable distribution of all marital property or property owned or possessed individually by the other, counsel fees and costs of litigation and, fully knowing the same and being fully advised of his or her rights thereunder, each party hereto still desires to execute this Agreement, acknowledging that the tenns and conditions set forth herein are fair, just and equitable to each of the parties, and waives his and her respective righlto have the Court of Common Pleas of Cumberland County, or any other court of competent jurisdiction, make any detennination or order affecting the respective parties' rights to alimony. 2 < . ,----~..:.','" alimony pClldcme lite. support and maintenance, equitable distribution, counsel fees and costs of litigation. 2. DISCLOSURE OF ASSETS. Each of the parties hereto acknowledges that he or she is aware of his or her right to seek discovery, including but not limited to, wrillen interrogatories, motions for production of documents, the taking of oral depositions, the filing of inventories, and all other means of discovery pennilled under the Pennsylvania Divorce Code or the Pennsylvania Rules of Civil Procedure. Each of the parties further acknowledges that he or she has discussed with counsel the concept of marital property under Pennsylvania law and eaeh is aware of his or her right to have the real and/or personal property, estate and assets, earnings and income of the other assessed or evaluated by the courts of this commonwealth or any other court of competent jurisdiction. The parties do hereby acknowledge that there has been full and fair disclosure to the other of his or her respective income, assets and liabilities, whether such are held jointly or in the name of one party alone. Each party agrees that any right to further disclosure, valuation, enumeration or statement hereof in this Agreement is hereby specifically waived, and the parties do not wish to make or append hereto any further enumeration or statement. The parties hereby acknowledge and agree that the division of assets as set forth in this Agreement is fair, reasonable and equitable, and is satisfactory to them. Each of the parties hereto further covenants and agrees for himself and herself and his or her heirs, executors, administrators or assigns, that he or she will never at any time hereafter sue the other party or his or her heirs, executors, administrators or assigns in any action of contention, direct or indirect, and allege therein that there was a denial of any rights to full disclosure, or that there was any, duress, undue influence or that there was a failure to have available full, proper and independent representation by legal counsel. 3 3. PERSONAL RIGHTS. Husband and Wife may, at all times hereafter, live separate and apart. Each shall be free from all control, restraint, interference and authority, direct or indirect. by the other. Each may reside at such place or places as he or she may select. Each may. for his or her separate use or benefit, conduct, carry on or engage in any business, occupation, profession or employment which to him or her may seem advisable. Husband and Wife shall not molest, harass, disturb or malign each other or the respective families of each other, nor compel or attempt to compel the other to cohabit or dwell by any means or in any manner whatsoever with him or her. Neither party will interfere with the use, ownership, enjoyment or disposition of any property now owned by or hereafter acquired by the other. 4. MUTUAL CONSENT DIVORCE. The parties acknowledge that on or about January 24, 1994, Wife initiated a di\'orce action under the no-fault provisions of the Divorce Code in the Cumberland County Court of Common Pleas docketed at No. 270 Civil 1994. It is the intention of the parties, and the parties agree, that by this Agreement they have resolved all ancillary economic issues related to their divorce and, thus, this or any other divorce action with respect to these parties shall be limited to a claim for divorce only. The parties acknowledge that the ninety (90) day waiting period provided for under ~3301(c) of the Divorce Code has expired and they therefore agree that, contemporaneously with the execution of this Agreement, each will sign an Affidavit of Consent to Divorce and Waiver of Notice ofIntention to Request Entry of Divorce Decree and deli\'er same to counsel for Wife, who shall promptly submit said affidavits and waivers to the court, along with a Praecipe to Transmit Record, Vital Statistics Fonn and any and all other documents necessary to precipitate the prompt entry of a divorce decree. .; S. EOUIT ABLE DISTRIBUTION. (a) Marital Residence. The parties acknowledge that they are the owners of that certain house and lot and all improvements thereupon situated at 1041 Pennsylvania Avenue, Harrisburg, Dauphin County. Pennsylvania, 17110 (hereinafterreferred to as the "Marital Residence"). The parties agree as follows with respect to the Marital Residence: (I) Contemporaneously with the execution of this Agreement, Husband and Wife shall execute an appropriate deed, to be prepared by Husband's counsel in a form satisfactory to Wife, conveying to Husband all of the parties' right, title, claim and interest in and to the Marital Residence. Counsel for Wife shall hold the deed in escrow until Husband pays to Wife the additional lump sum as set forth in subparagraph 5(g) of this Agreement, after which time Wife's counsel shall deliver said deed to Husband's counsel. Thereafter, Husband shall be the sole owner of the Marital Residence and shall be entitled to record said deed and take any action with respect thereto that he deems appropriate. (2) Upon delivery of the deed to Husband, any and all homeowners policies, title policies, and any other policy of insurance with respect to the Marital Residence shall be deemed to be endorsed to reflect Husband as sole owner thereof and Wife further agrees that Husband shall be entitled to receive any payments then or thereafter due under any such insurance policy. (3) Commencing on the execution date of this Agreement, Husband shall be solely responsible for all costs, expenses and liabilities associated with or allributable to the Marital Residence, regardless of when such cost or liability arose, including, but not limited to, the existing mortgage in favor of Fulton Bank, the home equity line of credit with Fulton Bank, any other mortgages or equity loans or credit lines, taxes, insurance premiums, 5 utilities, maintenance and repairs, and Husband shall keep Wife and her successors, assigns, heirs, executors and administrators indemnified and held hannless from any liability, cost or expense, including actual attorneys fees, which may be incurred in connection with such liabilities and expenses or resulting from Wife's ownership interest in the Marital Residence. (4) Husband shall, within ninety (90) days from the execution date of this Agreement, take all steps necessary to have Wife's name removed from the first mortgage and home equity line of credit on the Marital Residence, even if refinancing is necessary to accomplish removal of Wife from these liabilities, any such refinancing to be at Husband's sole expense. Wife agrees to cooperate, at Husband's request, in any such refinancing necessary to release her from the obligations associated with the Marital Residence. (b) Furnlshln!!s and Personaltv. The parties agree that they have divided by agreement between themselves all furnishings and personalty located in the Marital Residence, including all furniture, furnishings, antiques, jewelry, rugs, carpets, household appliances, personalty and equipment. Any personalty or furnishings remaining in the Marital Residence as of the execution date of this Agreement shall be and remain Husband's sole and separate property. free of any and all right, title, claim or interest of Wife. Any personalty or furnishings now located in Wife's current residence as of the execution date of this Agreement shall be and remain Wife's sole and separate property, free of any and all right, title, claim or interest of Husband. Notwithstanding the foregoing, the parties acknowledge and agree that the family photographs currently in the possession of Husband shall be equally divided with each party to receive an equal amount of original photographs. Said division of photographs shall be completed within thirty (30) days from the date of execution hereof. 6 (e) Motor Vehicles. (I) Husband agrees that Wife shall retain possession of and receive as her sole and separate property the 1996 Buick Regal automobile currently titled in Wife's name, along with all rights under any insurance policies thereon and with all responsibility for payment of any outstanding indebtedness pertaining thereto and insurance thereon, free of any and all right, title, claim or interest of Husband. (2) Wife agrees that Husband shall retain possession of and receive as his sole and separate property the 1988 Chevrolet Caprice and the 1996 Ford Explorer automobiles currently titled in Husband's name, along with all rights under any insurance policies thereon and with all responsibility for payment of any outstanding indebtedness pertaining thereto and insurance thereon, free of any and all right, title, claim or interest of Wife. (3) Husband and Wife agree that they will cooperate with one another and execute any and all documents necessary to effectuate the transfer of automobiles and insurance coverage pursuant to the terms of this subparagraph. (4) Each party shall indemnify and hold the other and his or her property hannless from any and all liability, cost or expense, including actual attorney's fees, incurred in connection with the vehicles awarded to that party under the terms of this subparagraph. Cd) Life Insurance. The parties acknowledge that each owns certain Prudential Life Insurance policies. Wife and Husband each hereby specifically releases and waives any and all right, title. claim or interest that he or she may have in and to any and all policies of insurance owned by or insuring the life of the other, including cash surrender value, if any, and also specifically to include a waiver of any beneficiary designation thereunder. 7 (e) Pension and Retirement Benef1ts. (1) The parties acknowledge that Husband has acquired benefit rights as a participant in the Commonwealth of Pennsylvania State Employes' Retirement System ("SERS") and he has and will immediately make application for retirement. The parties agree as follows with respect to Husband's SERS account: (i) Husband shall elect to make a complete withdrawal of his accumulated deductions and interest of which Fifteen Thousand Dollars (515,000), plus four percent (4%) interest from the date of entry of the DRO to the date of distribution, shall be paid to Wife. (ii) Husband shall select an annuity which would result in a total annuity payable to Wife Five Hundred Seventy-Five Dollars (5575) per month during his lifetime and a survivor benefit payable to Wife of One Thousand One Hundred Five Dollars (51,105) per month for Wife's life. Said sums shall be paid directly by SERS to Wife. (iii) Wife shall be maintained as pre-retirement death beneficiary with regard to death benefits paid to the extent of Wife's distributive share as created in this paragraph. (iv) Husband shall name Wife as the designated survivor, such that she will receive the full survivor's benefit should he predecease her after retirement. (v) The parties acknowledge that a Domestic Relations Order ("DRO") will be required in order for SERS to pay the pension benefit directly to Wife. Therefore, the parties agree that a DRO shall be prepared by Harry M. Leister, Jr., F.S.A. of Conrad M. Siegel, Inc., with the cost of Mr. Leister's services to be borne equally. B (i) Remainder of Husband's Commonweallh of Pennsylvania State Employes' Retirement System account not belonging to Wife by virtue of subparagraph (I) above; (2) The parties agree that Wi fe shall retain, as her sole and separate property, the assets set forth below: (i) Carlisle Hospital Retirement Planj (ii) Any and all retirement benefits earned through Wife's current employer, Heallh America; (iii) Fullon IRA (216-00382); (iv) Fulton IRA C.D. (390-127014-C)j (v) Travelers Tax Shellered Annuity (028127- 8278416); (vi) Lincoln National Life Insurance Co. Annuity (96- 5273344); (vii) Lincoln National Life Insurance Co. Annuity (96- 5754645); (viii) T. Rowe Price IRA (700190219-7); (ix) T. Rowe Price IRA (700190223-6); (x) Wife's portion of Husband's Commonwealth of Pennsylvania State Employes' Retirement System account as calculated in subparagraph (1) above. Husband hereby specifically waives any and all past, present or future interest in and to the assets listed above. (3) The parties agree that Husband shall retain, as his sole and separate property, the assets set forth below: (ii) Commonweallh of Pennsylvania Deferred Compensation Program; 9 (4) The partics agree that they shall execute any documents pursuant to the Rctirement Equity Act or any simi lar act that may be required from time to time to accomplish the purposes of this subparagraph. (I) Cash Accounts. Stocks and In\'cstments. (1) Wife agrees that Husband shall retain as his sole and separate property, free from any and all right, title, claim or interest of Wife, any and all stocks, bonds, investments, sums of cash in savings or checking accounts, mutual funds, stock accounts, or any other assets of a similar nature which now are titled in Husband's name alone, including, but not limited to his Fulton Fund (1618-34165) and his Fulton Statement Savings (216-000390). (2) Husband agrees that Wife shall retain as her sole and separate property, free from any and all right, title, claim or interest of Husband, any and all stocks, bonds, investments, sums of cash in savings or checking accounts, mutual funds, stock accounts, or any other assets of a similar nature which now are titled in Wife's name alone, including. but not limited to Wife's Fanner's Trust account (001-386493), her Fulton checking account (1618-34160) and her Fulton Statement Savings account (116-933155). (g) Lump Sum to Wife. The parties agree that, as part of the equitable distribution of their marital property, Husband shall pay to Wife the sum of Five Thousand Dollars (55,000) contemporaneous with the date of execution hereof by check payable to Howell, Kissinger & Miles. P.C. as counsel for Wife. The partics further agree that, as part of the equitable distribution of their marital property, Husband shall pay to Wife the additional sum (iii) Providenmutal Life and Annuity Co. annuity. Wife hereby specifically waives any and all past, present or future interest in and to the assets listed above. 10 of Twenty.Five Thousand Dollars ($25,000) within len (10) days from Ihe receipt by Husband of the lump sum dislribution from his SERS. The parties agree that no interest shall accrue on said additional lump sum ifpaid in full within ten (10) days from the receipt by Husband of the lump sum distribution from his SERS pension. However, commencing on the eleventh (11m) day after said lump sum distribution, interesl will accrue on any unpaid portion of the said additional lump sum at the rate of eight percent (8%) per year. The parties agree that the lump sums paid by Husband to Wife pursuant to the tenns of this subparagraph are in the nature ofa property distribution and thus shall not be ineludeable in Wife's income nor deductible by Husband for tax purposes. (b) Miscellaneous Pronert\', As of the execution dale of this Agreement, any and 011 property not specifically addressed herein shall be owned by the party to whom the property is titled; and ifunlitled, the party in possession. This Agreement shall constitute a sufficient bill of sale to evidence the transfer of any and 011 rights in such property from each to the other. (i) Pronerr.' to Wife. The parties agree Ihat Wife shall own, possess, and enjoy, free from any claim of Husband, the property awarded to her by the lenns of this Agreement. Husband hereby quitclaims, assigns and conveys to Wife all such property, and waives and relinquishes any and all rights thereto, together with any insurance policies covering that property, and any escrow accounts relating to that property. This Agreement shall conslitute a sufficient bill of sale to evidence the transfer of any and all rights in such property from Husband 10 Wife. (j) Pronerh' to Husband. The parties agree that Husband shall own, possess, and enjoy, free from any claim of Wife, the property awarded to him by the tenns of this Agreement. Wife hereby quitclaims, assigns and conveys 10 Husband all such property, and 11 waives and relinquishes any and all rights thereto, together with any insurance policies covering that property, and any escrow accounts relating to that property. This Agreement shall constitute a sufficient bill of sale to evidence the transfer of any and all rights in such property from Wife to Husband. (k) Assumlltlon of Encumbrances. (I) In addition to the other liabilities assumed by Husband pursuant to this Agreement, Husband shall be solely responsible for any and all liabilities he has incurred in his name alone, specifically to include any obligations to issuers of credit cards in his name alone. (2) Wife shall be solely responsible for any and all liabilities she has incurred in her name alone, specifically to include any obligations to issuers of credit cards in her name alone. (3) Unless otherwise provided herein, each party hereby assumes the debts, encumbrances, taxes and liens on all the property each will hold subsequent to the effective date of this Agreement. Each party agrees to indemnify and hold hannless the other party and his or her property from any claim or liability that the other party will suffer or may be required to pay because of the debts, encumbrances or liens assumed by the other pursuant to this Agreement. (I) Liabilltv Not Listed. Each party represents and warrants to the other that he or she has not incurred any debt, obligation or other liability, other than those described in this Agreement. on which the other party is or may be liable. A liability not disclosed in this Agreement will be the sole responsibility of the party who has incurred or may hereafter incur it, and such party agrees to pay it as the same shall become due, and to indemnify 12 (m) Indemnification of Wife. If any claim, action or proceeding is hereafter initiated seeking to hold Wife liable for the debts or obligations assumed by Husband under this Agreement, Husband will. at his sole expense, defend Wife against any such claim, action or proceeding, whether or not well-founded, and indel11nify her and her property against any damages or loss resulting therefrom, including, but not limited to, costs of court and actual attorney's fees incurred by Wife in connection therewith. (n) Indemnification of Husband. If any claim, action or proceeding is hereafter initiated seeking to hold Husband liable for the debts or obligations assumed by Wife under this Agreement, Wife will, at her sole expense, defend Husband against any such claim. action or proceeding, whether or not well-founded, and indemnify him and his property against any damages or loss resulting therefrom. including, but not limited to, costs of court and actual attorney's fees incurred by Husband in connection therewith. (0) Warrant\' as to Future Oblil!ations. Husband and Wife each represents and warrants to the other that he or she will not at any time in the future incur or contract any debt, charge or liability for which the other, the other's legal representatives, property or estate may be responsible. From the date of execution of this Agreement, each party shall use only those credit cards and accounts for which that party is individually liable and the parties agree to cooperate in closing any remaining accounts which provide for joint liability. Each party hereby agrees to indemnify, save and hold the other and his or her property hannless from any liability, loss, cost or expense whatsoever, including attorneys fees, incurred in the event of breach hereof. and hold the other party and his or her property hannless from any and all such debts, obligations and liabilities, 13 6. W AIVER OF ALIMONY. Husband and Wife hereby expressly waive. discharge and release any and all rights and claims which he or she may have now or hereafter by reason of the parties' marriage to alimony, alimony pendente lite, support and/or maintenance or other like benefits resulting from the parties' status as husband and wife. The parties further release and waive any rights they may have to seek modification of the tenns of this paragraph in a court oflaw or equity, it being understood that the foregoing constitutes a final detennination for all time of either party's obligation to contribute to the support and maintenance of the other. 7. COUNSEL FEES. COSTS AND EXPENSES. Each party shall be solely responsible for his or her own legal fees, costs and expenses incurred in connection with their separation and/or the dissolution of their marriage, and the preparation and execution of this Agreement. 8. WAIVER OF INHERITANCE RIGHTS. Unless otherwise specifically provided in this Agreement, as of the execution date of this Agreement, Husband and Wife each waives all rights of inheritance in the estate of the other, any right to elect to take against the will or any trust of the other or in which the other has an interest, and each of the parties waives any additional rights which said party has or may ha\'e by reason of their marriage, except the rights saved or created by the tenns of this Agreement. This waiver shall be construed generally and shall include, but not be limited to, a waiver of all rights provided under the laws of Pennsylvania, or any other jurisdiction, and shall include all rights under the Pennsylvania Divorce Code. 9. WAIVER OF BENEFICIARY DESIGNATION. Unless otherwise specifically set forth in this Agreement, each party hereto spccifically waives any and all beneficiary rights and any and all rights as a surviving spouse in and to any asset, bcncfit or like program carrying a beneficiary designation which bclongs to thc othcr party undcr the tem1S of 14 this Agreement, including, but not limited to, pensions and retirement plans of any sort or nature, deferred compensation plans, life insurance policies, annuities, stock accounts, bank accounts, final pay checks or any other post-death distribution scheme, and each party expressly states that it is his and her intention to revoke by the terms of this Agreement any beneficiary designations naming the other which are in effect as of the date of execution of this Agreement. If and in the event the other party continues to be named as beneficiary and no alternate beneficiary is otherwise designated, the beneficiary shall be deemed to be the estate of the deceased party. 10. RELEASE OF CLAIMS. (a) Wife and Husband acknowledge and agree that the property dispositions provided for herein constitute an equitable distribution of their assets and liabilities pursuant to S3502 of the Divorce Code, and Wife and Husband hereby waive any right to division of their property except as provided for in this Agreement. Furthermore, except as otherwise provided for in this Agreement, each of the parties hereby specifically waives, releases, renounces and forever abandons any claim, right, title or interest whatsoever he or she may have in property transferred to the other party pursuant to this Agreement or identified in this Agreement as belonging to the other party, and each party agrees never to assert any claim to said property or proceeds in the future. However, neither party is released or discharged from any obligation under this Agreement or any instrument or document executed pursuant to this Agreement. Husband and Wife shall hereafter own and enjoy independently of any claim or right of the other, all items of personal property, tangible or intangible, acquired by him or her from the execution date of this Agreement with full power in him or her to dispose of the same fully and effectively for all purposes. (b) Each party hereby absolutely and unconditionally releases and forever discharges the other and the estate of the other for all purposes from any and all rights lS and obligations which either party may have at any time hereafter for future support or maintenance, alimony pelldellle Iile, alimony, cquitable distribution, counsel fees, costs, expenses, and any other right or obligation, economic or otherwise, whether arising out of the marital relationship or otherwise, including all rights and benefits under the Pcnnsylvania Divorce Code of 1980, its supplements and amendments, as well as under any other law of any other jurisdiction, except and only except all rights and obligations arising under this Agreement or for the breach of any of its provisions. Neither party shall have any obligation to the other not expressly set forth herein. (c) Except as set forth in this Agreement, each party hereby absolutely and unconditionally releases and forever discharges the other and his or her heirs, executors, administrators, assigns, property and estate from any and all rights, claims, demands or obligations arising out of or by virtue of the marital relationship of the parties whether now existing or hereafter arising. The above release shall be effective regardless of whether such claims arise out of any fonner or future acts, contracts, engagements or liabilities of the other or by way of dower, curtesy, widow's or widower's rights, family exemption or similar allowance, or under the intestate laws or the right to take against the spouse's will, or the right to treat a lifetime conveyance by the other as testamentary or all other rights of a surviving spouse to participate in a deceased spouse's estate, whether arising under the laws of Pennsylvania, any state, commonwealth or territory of the United States, or any other country. (d) Except for the obligations of the parties contained in this Agreement and such rights as are expressly reserved herein, each party gives to the other by the execution of this Agreement an absolute and unconditional release and discharge from all causes of action, claims, rights or demands whatsoever in law or in equity, which either party ever had or now has against the other. 16 11. PRESERV A TION OF RECORDS. Each party wi\1 keep and preserve for a period of four (4) years from the date of their divorce decree all financial records relating to the marital estate, and each party wi\1 allow the other party access to those records in the event of tax audits. 12. )\10DlFICA TION. No modification, rescission, or amendment to this Agreement shall be effective unless in writing signed by each of the parties hereto. 13. ~EVERABILlTY. If any provision ofthis Agreement is held by a court of competent jurisdiction to be void, invalid or unenforceable, the remaining provisions hereof shall nevertheless survive and continue in full force and effect without being impaired or invalidated in any way. 14. BREACH. If either party hereto breaches any provision hereof, the other party shall have the right, at his or her election, to sue for damages for such breach, or seek such other remedies or relief as may be available to him or her. The non-breaching party shall be entitled to recover from the breaching party all costs, expenses and legal fees actually incurred in the enforcement of the rights of the non-breaching party. 15. WAIVER OF BREACH. The waiver by one party of any breach of this Agreement by the other party will not be deemed a waiver of any other breach or any provision of this Agreement. 16. NOTICE. Any notice to be given under this Agreement by either party to the other shall be in writing and may be effected by registered or certified mail, retum receipt requested. Notice to Husband will be sufficient ifmade or addressed to the following: Lantz A. Hoffman 1041 Pennsylvania Avenue Harrisburl!, P A 17110. and to Wife, ifmade or addressed to the following: 17 Kay D. Hoffinan 2865 Oakwood Drive Hamsburg, PA 17110 . Notice shall be deemed to have occurred upon the date received by the recipient. Each party may change the address for notice to him or her by giving notice of that change in accordance with the provisions of this paragraph. 17. APPLICABLE LAW. All acts contemplated by this Agreement shall be construed and enforced under the substantive laws of the Commonwealth of Pennsylvania (without regard to the conflict of law rules applicable in Pennsylvania) in effect as of the date of execution of this Agreement. 18. DATE OF EXECUTION. The "date of execution" or "execution date" of 18 this Agreement shall be defined as the date upon which the parties signed the Agreement if they do so on the same date, or ifnot on the same date, then the date on which the Agreement was signed by the last party to execute this Agreement. 19. EFFECTIVE DATE. This Agreement shall become effective and binding upon both parties on the execution date. 20. EFFECT OF RECONCILlA TION. COHABITATION OR DIVORCE. This Agreement shall remain in full force and effect and shall not be abrogated even if the parties effect a reconciliation, cohabit as husband and wife or attempt to effect a reconciliation. This Agreement also shall continue in full force and effect in the event of the parties'divorce. There shall be no modification or waiver ofany of the tenns hereof unless the parties in writing execute a statement declaring this Agreement or any ternl of this Agreement to be null and void. 21. HEADINGS NOT PART OF AGREEMENT. Any headings preceding the text of the several paragraphs and subparagraphs hereof are inserted solely for convenience of referenee and shall not constitute a part of this Agreement nor shall they affect its meaning, construction or effect. 22. AGREEMENT BINDING ON PARTIES AND HEIRS. This Agreement shall bind the panies hereto and their respective heirs, executors, administrators, legal representatives, assigns, and successors in any interest of the parties. 23. ENTIRE AGREEMENT. Each pany acknowledges that he or she has carefully read this Agreement, including any and all other documents to which it refers, such other documents being incorporated herein by reference; that he or she has discussed its provisions with an attorney of his or her 0\\11 choice, and has executed it voluntarily and in relianee upon his or her own attorney; and that this instrument expresses the entire agreement between the parties concerning the subjects it purports to cover and supersedes any and all prior agreements between the parties. This Agreement should be interpreted fairly and simply, and not strictly for or against either of the parties. 24. MUTUAL COOPERATION. Each party shall, on demand, execute and deliver to the other any deeds, bills of sale, assignments, consents to change of beneficiary designations, tax returns, and other documents, and shall do or cause to be done every other act or thing that may be necessary or desirable to effectuate the provisions and purposes of this Agreement. If either party unreasonably fails on demand to comply with these provisions, that party shall pay to the other pany all attorney's fees, costs, and other expenses actually incurred as a result of such failure. 25. AGREEl\IENT NOT TO BE MERGED. This Agreement may be incorporated into a decree of divorce for purposes of enforcement only, but otherwise shall not 19 be merged into said decree. The parties shall have the right to enforce this Agreement under the Divorce Code of 1980, as amended. and in addition, shall retain any remedies in law or in equity under this Agreement as an independent contract. Such remedies in law or equity are specifically not waived or released. IN WITNESS WHEREOF. the parties hereto setthcir hands and seals on the dates of TNESS (' -~sSq?~) Yb /J }(;:'/4"" ) ~HOFFMAN/7 . 20 {.. - . . COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF ) BEFORE ME, the undersigned authority, on this day personally appeared LANTZ A. HOFFMAN, known to me to be the person who executed the foregoing instrument. and who acknowledged to me that he executed same for the purposes and considerations therein expressed. GIVEN UNDER MY HAND AND SEAL OF OFFICE this ~\\ day of \::")lel ('t\ ~ ( ,1998. ~ f"\\ n\.A. ~ '-f1 \-Y11\..ffi\ Notary Public in d for Commonwealth of Pennsylvania Typed or printed name of Notary: l'o..mmy L, !--teL\ t"tI My commission expires:~' ',1,.', Tammy t ..: I' ",:,' ..t.-he' Harrl~i1'.: ..' '....: My Comm!r:: ,;-I~ ~ . .. ,..:':' ember, ennSilt''''H,':~i'u:,J;:.::-~i.;.:,'. ~''-.{.. 21 . .. . 'l;?> t." , 1~~. ':;J, COMMONWEALTH OF PENNSYL V ANlA ) ) ) . COUNTYOF~ BEFORE ME, the undersigned authority, on this day personally appeared KAY D. HOFFMAN known to me to be the person who executed the foregoing instrument, and who acknowledged to me that she executed same for the purposes and considerations therein expressed. GIVEN UNDER MY HAND Al\lJ) SEAL OF OFFICE this qtb day of ~~r"'\n~"'" . 1998. J~)(,~ 'rh. }~n::Q Notary Public in and fi Commonwealth of Pennsylvania Typed or printed name of Notary: My 0 NOT AfllAL SEAL TERRI L. . HarTl.purg. Oauphin County. PA lOIDl J 22