Loading...
HomeMy WebLinkAbout02-3081HASMUKH PATEL, d/b/a ONE STOP CONVENIENCE STORE Plaintiff ARTHUR BRUAW, JR., Defendant IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW ,o. JURY TRIAL DEMANDED 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 action within twenty (20) days after this Complaint and Notice are served by entering a written appearance personally or by any attorney and filing, in writing, with the Court, your defenses or objections to the claims set forth against you. You are warned that if you fail to do so the case may proceed without you and a judgment may be entered against you by the Court without further notice for any money claimed in the Complaint or for any other claim or relief requested by the Plaintiffs. You may lose money or property or other rights important to you. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Bar Association 2 Liberty Avenue Carlisle, PA 17013 A VI$O Le hah demandado a nsted en la cone. Si usted quiere defenderse de estas demandas expuestas en las paginas siguientes, nsted tiene veinte (20) dias de plazo al partir de la fecha de la demanda y la notifieacion. I-lace falta asentar una comparencia eserita o en persona o con tm abogado y entregar a la cone en forma escrita sns defensas o sns objeciones a las demandas en contra de so persona. Sea avisado que si nsted no se defiende, la corte tomara medidas y puede continaar la demamda en contra suya sin previo que nsted cumpla con todas las provisiones de esta demanda. Usted puede perder dinem o sus propiedades u otros derechos importantes para usted. LLEVE ESTA DEMANDA A UN ABOGADO RvlMEDIAT~NTE, SI NO TIENE ABOGADO O SI EL DINERO SUFFICIENTE DE PAGAR TAL SERVICIO, VAYA EN PERSONA 0 LLAME POR TELEFONO A LA OFICINA CUYA DIRECCION SE ENCUENTRA ESCRITA ABAJO PARA AVERIGUAR DON-DE SE PUEDE CONSEGUIOR ASISTENCIA LEGAL. Cumberland County Bar Association 2 Liberty Avenue Carlisle, PA 17013 HASMUKH PATEL, : d/b/a ONE STOP : CONVENIENCE STORE : Plaintiff : ., V. ,' ARTHUR BRUAW, JR., : D~nd~nt : IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW JURY TRIAL DEMANDED COMPLAINT AND NOW COMES the Plaintiff, Hasmukh Patel, d/b/a as One Stop convenience store, Pro Se, and avers the following facts in support of his action and claim for relief against the Defendant, Arthur Bruaw, Ir.: 1. Plaintiff, HASMUKH PATEL, is an adult individual whose current address is 702 East King Street, Shippensburg,, Shippensburg Township, County of Cumberland, Commonwealth of Pennsylvania 17257, hereinafter referred to as "Plaintiff?' 2. Defendant, ARTHUR BRUAW, JR., an adult individual, whose present address is 8(~32 Lincoln Way West, St. Thomas, County of Franklin, Commonwealth of Pennsylvania 17252, hereina~er referred to as "Defendant." 3. All matters relevant and pertinent hereto relate and refer to an Asset Purchase Agreement (hereinafter "Agreement") executed by the parties hereto on September 19, 2001 regarding sale/purchase of a convenience store then known as "Shippensburg Mr. B's #2;" but now known as the One Stop convenience store (hereinafter referred to as "One Stop"). One Stop is situated at 702 East King Street, Shippensburg, Shippensbu~'g Township, County of Cumberland, Commonwealth of Pennsylvania 17257 (UPI 1869-034). A copy of the Agreement is attached hereto, properly marked and identified as Plaintiff's Exhibit "A." 4. The Agreement listed Plaintiff as Buyer and Defendant as Seller. The purchase price for One Stop (together with real estate and improvements and ail other assets) was Three Hundred & Forty Thousand ($340,000.00) Dollars. Allocation of the purchase price is set forth in Paragraph 4 (with referenced Exhibit) of the Agreement, titled "Allocation of Purchase Price." 5. Settlement on the Agreement was held on November 20, 2001 in Camp Hill, Cumberland County, Pennsylvania, at which time the deed to One Stop was conveyed to the Plaintiff, et al. A copy of the deed is attached hereto, as Plaintiff's Exhibit "B." 6. In the course of the parties conducting negotiations for purchase/sale of what was then known as Shippensburg Mr. B's #2 (but is now known as One Stop), the Defendant presented/provided to the Plaintiff financial records and documents for at least a twenty months period (Janua~ 2000 to August 2001) which were purportedly an accurate reflection the gross revenues generated by the convenience store now known as One Stop. The Defendant's financial records and documents are attached hereto, properly marked and identified as Plaintiff's Exhibit "C." 7. In dutiful and reasonable reliance upon the accuracy of the Defendant's financial records and documents, the Plaintiff entered into the Agreement with the Defendant to purchase what is now known as One Stop. 8. But for the Defendant's presentation/provision of the afore-referenced financial records and documents to the Plaintiff and by the Defendant and his reasonable reliance thereon, the Plaintiff would not have purchased the One Stop. 9. The Defendant further emphasized to the Plaintiff, as an inducement for him to enter into the Agreement, that the convenience store now known as One Stop would have generated considerably more gross revenue, had he, the Defendant, not been an absentee owner and if the store had been properly managed. The Defendant assured the Plaintiff, that he, as an owner-operator would generate much more revenue than the Defendant had. 10. On or about November 20, 2001, the Plaintiff took possession of the One Stop. 11. Several months into his ownership/operation of the One Stop, it became evident to the Plaintiffthat the financial records and documents presented/provided to him by the Defendant were not an accurate reflection of the gross revenues the One Stop was capable of generating. 12. To date, during the term of his ownership and operation of the One Stop, the Plaintiff, who works at the One Stop an average of 12 hours daily, seven days weeldy, generates approximately 25% less monthly gross revenues than those purportedly generated by the Defendant during his absentee ownership. Such a disparity in revenue stretches credulity. 13. Prior to purchasing the One Stop, the Plaintiff had extensive experience purchasing, owning, operating, managing, supervising, monitoring, reorganizing and restructuring convenience stores. 14. Furthermore, subsequent to Plaintiff's purchase of the One Stop, major and material improvements were made to the physical premises: improved deli area, redesigned and expanded fuel islands that accommodated more vehicles simultaneously; addition of propane gas to product line; eliminated fuel prepay rule; a significant investment converted the fuel islands to credit card pay-at-the-pump status, restrooms, an ATM and other amenities were installed, all of which contributed to customer convenience and were intended to increase revenues. 15. In the usual and general course of negotiating such sale/purchase transactions, it is a customary business practice for the financial records and documents presented/provided by the seller to the purchaser to be true and correct and not distort or misrepresent the business' performance. It is unfair and improper to present/provide doctored documents. 16. To the best of the Plaintiff's knowledge, information and belief, the circumstances and conditions that existed during the previous twenty (20) months or so of the Defendant's ownership and absentee operation of the convenience now known as the One Stop have existed during his ownership and operation. There are no "adverse impact factors." 17. The Plaintiff believes and, therefore, avers that the Defendant knew or should have known that the financial records and documents that he presented/provided to the Plaintiffwere not an accurate reflection of the gross revenues the convenience now known as One Stop was generating during the last twenty months or so of his ownership and absentee operation. 18. The Plaintiff reasonably relied on the financial records and documents that the Defendant presented/provided to him. 20. The Plaintiff's reasonable reliance on the financial records and documents presented/provided to him by the Defendant was to the Plaintiff's detriment. 21. As a direct, proximate, foreseeable and consequential result of the Plaintiff's reasonable reliance on the Defendant's financial records and documents, which was and is to his detriment, the Plaintiff sustained monetary and other economic damages, proof of which will be presented at trial. WHEREFORE, the Plaintiff, Hasmukh Patel, respectfully requests that this Honorable Court enter judgment in his favor and against the Defendant, Arthur Bruaw, Jr., for a monetary amount of pre and post judgment interest, as allowed by law, plus costs and expenses of litigation and such other relief as this Honorable Court deems appropriate and reasonable and law and equity permit or direct; the monetary amount sought by the Plaintiff as judgment exceeds the local jurisdictional amount for referral of cases to compulsory arbitration. Date Respectfully submitted, Hasmukh Patel, Pro Se, Plaintiff 702 East King Street Shippensburg, Pennsylvania 17257 VERIFICATION I, HASMUKH PATEL, Plaintiff in the above-captioned action, verify that the averments made in the foregoing Complaint are true and correct to the best of my knowledge, information and belief. I understand that any false statements herein are made subject to the penalties of 18 Pa. C.S. §4904, related to unsworn falsification to authorities. Date ASfiSET PURCHASE AGREEMENT AGREEMENT made this day ofO(L~o ~_.~n~g ¥, 2001, by and between Mr. Art Bruaw with offices at 8632 Lincoln Way West, St. Thomas, Pennsylvania 17252 (hereinafter referred to as "Seller") and HASMUKH PATEL, an adult individual with offices at 315 East Main Street, Hummelstown, Pennsylvania 17036 or ttis nominee (hereinafter referred to as "Buyer"). WiTNESSETH: WHREAS, Seller is, engaged in the business of operating a Citgo Gasoline Station and Convenience Store known as "Mr. B's" (the "Business"); and WHEREAS, in connection with the operation of the Business, Seller is the owner of certain real estate, equipment machinery, fixture, and other assets; and WHEREAS, Buyer wishes to purchase certain assets and business of Seller, more specifically set forth hereinafter, and Seller wishes to sell the same to Buyer. NOW THEREFORE, the parties, intending to be legally bound, do hereby agree, covenant and represent as follows: Purchase and Sale: Seller agrees to sell to Buyerx who agrees to purchase the Business together with the following assets: ~o~ xC-~q~v (a) The real estate located at,~k~fEast ~ing Street, Shippensburg, PA. 17257. (b) The furniture, fixture, equipment and supplies identified on Exhibit "A"; 2. Agreement Not to Compete: In connection with the purchase and sale of the assets hereunder, Seller agrees to execute in favor of Buyer an Agreement Not to Compete in a similar type of business within a radius of 7 miles of the Business for a period of five (5) years, in the form attached hereto as Exhibit "B". 3. Purchase Price: The Purchase Price is Three Hundred Forty Thousand Dollars ($340,000.00) for the assets set forth at Paragraph l(a) and l(b) above. assets to be conveyed shall be conveyed hereunder in the following manner: Real Estate and Improvement All other Assets $ 40,0~(~.00 TOTAL $340,q00~00 Allocation of Purchase Price: The Purchase Price shall be allocated among the 5. Payment of Purchase'Price: The Purchase Price shall be paid as follows: (a) (b) Five Thousand Dollars ($5,000.00) to be deposited into escrow account upon signing of this Agreement; Three Hundred Thirty Five Thousand Dollars ($335,000.00) payable at the closing; Closing: Closing shall take place at the offices of Buyer's'lender of the property no later then October 30, 2001. At closing, the following deliveries shall be made: (a) Seller shall deliver to Buyer: (i) The furniture, fixtures, equipment and supplies identified on Exhibit "A"; (ii) Property executed Bill of Sale for all assets purchased pursuant to this Agreement; (iii) The Special Warranty Deed for the real estate such as to be insured by a Title Insurance Company regularly conducting business in the Commonwealth of Pennsylvania at regular rates; (iv) Properly executed Agreement Not to Compete. 7. Closing Costs: All real estate taxes, utilities, sewage, refuse and disposal will be prorated as of the date of closing. Each party will pay one half of the realty transfer taxes and the cost of environmental study, phase I and the appraisal report. Each party will pay its/his own attorney's fees. Representations and Warranties of Seller: Seller represents and warrants as follows: (a) Seller is a Corporation duly organized, validly existing and in good standing under the laws of the Commonwealth of Pennsylvania. (b) Seller's Authority: The execution, delivery and performance of this Agreement and sale contemplated hereby have been duly authorized by Seller's Board of Directors and Shareholders. (c) Absence of Liabilities: Seller represents and warrants that it does not know or have reasonable grounds to know of any basis for the assertion against Seller as of the date hereof, of any liability of any nature or in any amount not fully reflected or reserved against in the balance sheet as of December 31, 2000. Seller further represents and warrants that it will pay all of its liabilities (including taxes) arising through closing without exception, and the Buyer shall have not obligation with regard to same. (d) Taxes: Seller has paid any and all taxes (including but not limited to income, sales corporate, franchise property, excise, and use), license fees, or other charges levied, assessed or imposed upon its business and any property of the Seller at the Business location, except those which are not yet due and payable. 2 (e) (g) (h) (i) (k) Title to As~e~s: Seller has good and marketable title to all of the assets, subject to no encumbrances, whether by mortgage, pledge, lien, conditional sale agreement, charge, security interest or otherwise, except such as will be removed prior to or at Closing. Condition of Assets: Seller represents and warrants that all equipment and machinery are in good working order and proper repair and conform with all applicable governmental codes, rules, regulations, laws, and ordinances, and that there are no outstanding violationS, adverse notices/conditions or inspection reports on the real property or the Business assets. Seller further represents and warrants that the underground storage tanks, piping, and monitoring system are in good working order and proper repair and comply with all applicable laws, codes and regulations. The ground is free from any hazardous contamination. Conformity with Applicable Laws: The Business has been operated and conformity with all applicable laws and regulations, including but not limited to applicable environmental statutes, rules and regulations. Compliance with Local Ordinances and Applicable Laws: Seller's present use of its real estate confirms to all zoning, safety, building, fire, sewage and similar ordinances or public regulations and laws, including environmental laws and regulations, and that Seller is not subject to any unfulfilled or performed obligations under any such ordinances, laws or public regulations. The Seller has received no notice by any governmental or public authority with respect to any real estate upon which it operates, including notices relating to violations of zoning, safety, building, fire sewage, or similar laws or environmental ordinances which remain uncovered; and Financial Information: Seller shall give Buyer the opportunity to inspect the business records, sales receipts, invoices, its cash register tapes, canceled checks, bank statements, financial statements, sales and payroll tax returns, income expense statements, local state, federal income tax and any other tax return inquired by operation of law and other business related documents or financial records for the last three (3) years. The foregoing documents will be made available at a mutually convenient time at Seller's business address. Buyer to inspect and approve all of the above records at their own discretion. Installation of new Dispenser: Prior to closing, Seller will install two new gas dispensers with the card reader on it and the necessary system to function fully. Confidentiality: Seller warrants that Seller and all of their agents will keep all of the contents of this agreement in strict confidentiality prior to and after the closing. During the Due Diligence process Seller will not solicit to sell their business to any other Buyer. 9. Representation and Warranties of Buyer: Buyer represents and warrants that the execution and delivery of this Agreement and the performance by Buyer of his obligation under this Agr~en~ent will not result in the breach of any obligation or contract to which Buyer is a party. 10 Conditions Precedent: All obligation of the Buyer under this Agreement are subject to the fulfillment prior to or at Closing of each of the following conditions: (a) Financial Contingency: This Agreement is contingent upon Buyer obtaining financing at terms and conditions he finds acceptable. (b) Representations and Warranties True at Closing: All representations and warranties contained in this Agreement shall be true at time of Closing as though such representations and warranties were made at that time as of that date. (c) Performance: Seller shall have performed and complied with all agreements and conditions required by this Agreement to be performed or complied with them prior or at Closing. 11. Consultation Services: Seller or Seller's agent shall remain with Buyer for a three (3) week period. Further, Seller or Seller's agent will provide expertise and guidance to the Buyer on an as and when needed basis for a one (1) year for a total not to exceed twenty five (25) hours. 12. Conduct of Business Pending Closing: (a) (b) (c) Seller covenants that, pending closing: The business of Seller will be conducted only in the ordinary course; No contract or commitment will be entered into by or on behalf of Seller extending beyond the Closing date except normal commitments for the purchase of inventory and supplies; and Seller will use his best efforts to preserve Seller's Business organization intact and to keep available to Buyer the services of its present employees and to preserve for Buyer the goodwill of Seller's suppliers, customers and others having business relations with it. 13. Covenant of Continuation of Business: So long as Buyer owes Seller any nominees under this Agreement, Buyer shall not sell or otherwise dispose of any of the assets purchased hereby without prior written consent of the Seller. 14. Seller's Indemnification: against and in respect of: (a) Seller shall indemnify and hold harmless the Buyer (b) Any damage or deficiency resulting from any misrepresentation, breach of warranty, covenant or agreement, or nonfulfillment of any agreement on the part of Seller under this Agreement, or from any misrepresentation in or omission from any certificate or other instrument furnished or to be furnished to Buyer under this Agreement. All liabilities, obligations, claims, actions, suits, proceedings, demands, assessments, judgements, costs and expenses (including fines, penalties, interest and similar charges), and attorney's fees, incident to any of the foregoing. Seller shall respect of any liability, obligation or claim to which the foregoing indemnity relates. Buyer, at its sole option, shall have the right to reduc~ any outstanding indebtedness of Buyer to Seller by the amount of any such liability, obligations, or claim in lieu of demanding payment therefor. 15. Buyer's Indemnification: Buyer shall be responsible for and shall indemnify and hold Seller harmless from and against any and all claims, demands or causes of action at taw and equity brought by and an all third persons, including (~without limitation) Buyer's employees, agents, servants and representatives, ana also including (without limitation) any private citizens, persons, organization, and any agency, branch or representative of federal, state or local government on account of any injury (including death), destruction, loss or damage of any kind or character to persons, property, or natural resources, including clean-up costs and remediation or environmental contamination, arising out of or in relation to any spills or other discharges of motor vehicle fuel or petroleum products or other derivatives, which may occur on the property after the date of Sellers conveyance thereof to Buyer and during the period of ownership of the property by Buyer or his successors, assigns or nominees. 16. Survival of Representations and Indemnifications: All statements contained in any certificate or other instrument delivered by or on behalf of Seller pursuant hereto, or in connection with the transactions contemplated hereby, shall be deemed representation and warranties by Seller. All representations, warranties and agreements made by Seller in this Agreement, or pursuant hereto, shall survive Closing, but shall terminate upon the discharge by Buyer of its obligations to Seller to pay for the inventory of merchandise in the convenience store and petroleum products in the underground storage tanks. Buyer Indemnification set forth at Paragraph 16 above, shall survive the Closing of this transaction. 17. Brokerage: The parties hereto represent and warrant that all negotiations relative to this Agreement have been carried on by them directly without the intervention of any person to whom compensation and respect thereof may be due or owing. 18. Assignment: This Agreement shall be binding upon the respective heirs, executives, administrators, and successors and, to the extent assignable, on the assigns of the parties hereto 19 Cooperation: The parties hereto agree to execute any and all documents necessary or appropriate in the performance of this Agreement, including specifically, but not limited to bills of sale, and to do such other acts and things as may be reasonably necessary or appropriate to effectuate the transactions contemplated by this Agreement. 20. Applicable Law: This Agreement shall be construed, interpreted and the rights of the parties determined in accordance with the laws of the Commonwealth of Pennsylvania. 5 21 Invalid Provision: ~ ~ The invalidity or unenforcebility of any particular provision of this Agreement shall not affect the other provisions hereof, and the Agreement shall be construed in all respect as if such invalid or unenforceable provisions were omitted. 22 Modification: No change or modification of this Agreement shall be valid unless the same be in writing and signed by all parties hereto 23 Notices: All notices, requests, demands, and other communications hereunder shall be writing and shall be determined to have been duly given if delivered first class, postage prepaid at the following address: If to Seller ¢ ~W~y West P.O. Box 277 St. Thomas, Pennsylvania 17252 If to Buyer Hasmukh Patel 315 E. Main Street Hummelstown, PA. 17036 1N WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed on the day year first above written ATTEST: WITNESS BUYER: HASMUKH PATEL ALLOOATION OF THE PURCHASE PRICE PROPERTY ADDRESS: 703 E. King Street, Shippensburg, PA. 17257 Tax ID # 36-33-1869-34 TOTAL PRICE $340,000 (Three Hundred Forty Thousand Only) GOODWILL EQUIPMENTS REAL ESTATE OTHER ASSETS 5,000 95,000 200,000 40,000 TOTAL 340,000 BUYER /~ELLER ~ ;ALES SUPRERE KEROSERE UNLEABEB UHLEABEO PLUS SUBTOTAL ~TEREB PROOUCTS LOTTO SALES UELI SALES LOTTERY COMHISS!ON OTHER MERCHAH~ISE CIGARETTES CITGO REBATE CIGTO REBATES CASH 0/O SUBTOTAL OTHER SALES TOTAL SALES COST OF SALES SUPREME KEROSENE UNLEABED UHLEABEB PLUS SUBTOTAL NETEREB PROOUCT$ LOTTO EXPENSE DEL! ~URCHASES OTHER HECHAHBISE CIGARETTES OTHER SALES. DISCOUNTS SUBTOTAL OTHER HERCHAHBIOE TOTAL PURCHASES E.C.BARNEO, INC. S' OB-Bi-B1 to )B-31-91 ....... Year To 3,814.05 3.79 11&.27 .12 11,664.45 1.53 36,682.76 37.46 6~675.~8 6.B3 ' ~7~18~A~ 7.48 47~2~9,86 48,)I )8S~631.I) )8.45 15,444.8B 15.8~ 115,963.BB 15.]7 5~8~9.48 6,84 53,B91.51 6.95 673,16 .69 5,97~,4Z ,78 ]9,878,B4 2B.~4 132~639.89 17,~5 9,a65.TB 9,28 71,129.56 6,65 ,~l 5B,51B.32 51.67 97,729.18 iBB.B~ 764~352~BB 3,332.78 B7.36 8,723.17 5,993.48 89.78 51~28~,47 43,748.Yg 44.77 348,88B.3~ 15,444,BB lBO.BO 7,1B3.~7 78.36 ~7sS~5,B6 44~468.71 44.44 316,679.1§ 41,43 IB¥, 6AIH/LOSS TOTAL INVENTOBY ABJUSTMEHTS TOTAL. COST OF SALES GROSO PROFIT SUPREME KEROSENE UNLEADSB UMLEABEO.PLUS SUBTOTAL METERED PRODUCTS LOTTO SALES DELI SALES OTHER ~EBCNAMOISE CIGARETTES OIHER SALES CASH O/S TOTAL GROSS PROFIT SMIPPEMSDUBG MR D~ 2 E.C.~ARNES~ INC. -- OB'B1-)1 lO )B-)i')! -- A~ount ) BBtl4?.7B ?B.2I 482,~7 12,64 46,45 ){,95 2~249,8§ 6,15 682,SB IB,22 3,46B.B7 7.)) 36,742,7t4 673.16 4.16 5,978,48 5.15 1,857.79 2,B67.37 1~,48 23,774,~J , 17,92 1,962.13 21.64 13,B18,7) 19.42 6.65 ,98 &~ .11 L457,51) 1BP,B) (88,)~] Ill;II, ?,57B.48 ?.7~ ~8,778.~ 12.72 OPERATIN~ EXPENSES ~AGES SUPPLIES ~N~ TOOLS EOU~P~E~T RE~TAL EOUIP~E~T REPAIR DUTSIOE P~OPERT¥ REPA~R STATION RENTAL OEPRECIATION )ANK/CREOIT CARS CHARGES BA~ CHECKS TELEPHONE ADVERTISINC · PAYROLL TAXES EMPLOYEE OEHEFITR UNIFORMS & LAUNORy INSORANCE LICENSES TAXES TOTAL OPERATING EXPENSE tMCOME NOHE¥ MARKET IRFENERT TOTAL OTHER INCOME NET PROFIT SNIPPENSBURG MR B~s 2 E.C,OARNES~ IRC, · %" 68'81-81 to 88'31-61 Aaount 7,716,1§ 427,82 .44 .88 781.19 284.76 1,827.86 738.82 (163.788 .l? 27,29 148, 72 .14 578.17 128,68 974.86 1.86 365.98 .37 15~467.Z~ 15.83 4,873.15 ,64 2,234.28 '27 5,887,84 ,~ (613.?~) 1,38~.84 18,72i.25 11,286.88 1,47 1~654,78 2~1.1~ 4,717,36 ~62 1,126,88 ' 126,227~, (5s896.?18 6,93 ,86 :.ti{ Waypoint Settlement Services, LLC 1940 Carlisle Road, 2nd Floor .~rk, PA 17404 ~717) 779-0919 FINAL B. TYPE OF LOAN 1. ~] FHA 2.[~ FMHA 4. [] VA 8.[] CONV. INS. 6. ESCROW FILE NUMBER: 7. LOAN NUMBER: 00001648-001 MCM MORTGAGE INSUHANCE CASE NUMBER: C. NOTE: T~is form is fumished to give you a statement of actual sethemenl costs. Amounth paid to and by the seffiement agent are shown. items marked "(P.O.C.)" were paid outhide the closing; th ey are shown here for informational purposes and are not included in the D NAME OF BORROWER: Paranjay B. Joshi, Heena Joshi and Hasmukh C. Patel ADDRESS OF BORROWER: E. HAME OF SELLER: Arthur Bruaw Jr. ADDRESS OF SELLER: F NAME OF LENDER: Waypoint Bank ADDRESS OF LENDER: 101 South George Street York, PA 17401 G PROPERTYLOCATION: 702 East King Street Shlppensburg, PA 17257 Cumberland County UPI 36-33-1869-034 UPI 36-33-1869-034 H SE3~LEMENTAGENT: Waypoint Settlement Services, LLC PLACE OF sETrLEMENT: 1940 Carlisle Road, 2nd Floor, York, PA 17404 I. SETTLEMENT DATE: 11/20/2001 PROHATION DATE: 11/20/2001 ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE; ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: -106. c~,'TownTaxe$ 11/20/01 to 12/31/01 28.47 406. City/TownTaxes 11/20/01 ~o 12131181 28.4 IO7. Court, Taxes 11/20/01 to 12/31/01 53.57 407. CountyTaxea 11/20/01 to 12/31/01 53.5 109. SchoolTax 11/20/01 to 08/30/02 1,362.50 40[ SchoolTax 11/20/01 to 06/30/02 1,362.5 111. Equipment 85,000.00 411. Equipment 95,000.0 112. OtherAsse~s 40,000.00 412. OtherAsseta 40.000.0 202; Prindpal a~OUnl of new loan(s) 240,000.00 502. Seth~ent cha~es to Seller (line 1400) 2,399.5( 204. 504. Payoff of first mortgage loan 205 505. Payoff of second mot[gage loan ~ 507. 209. 509. ADJUSTMENTS FOR ITEMS UNPAID BY 210. CET/Town Taxes 510. CityFFOW~l TaXes 211. Count~ Taxes 51 t. County Taxes 213. 5i3, I 302. Les~ ~m0unt paid ~y~o~ B0~~ ~ ~0 ' 285,0~.~ ~6~.:.~[~ ~16~ i~ amount due Seller (line 520) 47.399.5 303. cas. ( ~.oa ) ( ~ ~0 ~'~ ~. 83,~.79 s03: CAS. ~~D~eo~) ( ~ ~0) S~LL~. 2~,~.0 BASED ON PRICES ~ %= DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: 701. $ to FUNDS AT SETTLEMENT 2,65000 Commission paid at settlement 801. Loan Origination Fee % to Waypoint Bank 802. Loan Discount Fee % PASO FROM SELLER'S FUNDS AT SETTLEMENT 803, Appraisal Fee lo; 806. Mortgage Insurance Application Fee to: 807. Assumption Fee 808. Document Preparation Fee 809. Flood Certification Fee to Waypoint Bank to Waypolnt Bank 810 UCC Search to Waypolnt Bank 901. Iritsrest From /day % ( days) gO2. Mortgage Insurance Premium for Month(s) to 903. Hazard Insurance Premium for Years(s) to 904. 35000 2000 3800 t002~ t. lv[tw.ye Insurance months ~ $ per 1003. City Property Taxes months ~ $ 21,12 per month 1004. County Property Taxes mocths ~ $ 39.74 per month ~07, months ~ $ per month 1101. S~$rd o.' closing fee 1102. Abstract or tEle search 1103. Tltts examination 1104, Ti0e Insurance binder 1105. Document preparation 2500 (incrudes above items numbers: 1109. Title I~drd~e to Waypctnt Settlement Services, LLC 240t000.00 1203, State ~ Deed 1204. A~.~;~iiiri~,i[ of Rents ~o Recorder Of Deeds 1205 29.50 2,000.00 to Sharpe Gabler & Sharpe Io BorOugh of Sl~tippensbu~ to CUmberland Frank n Joint Mun 119.s~ 80.00 13,Section J - and - line 502, Section 7.53925 2,399.5~ Escrow Number: 0000t648-001 MCM HUD Line D: (Name of Borrower) Pamnjay ,._.~shl, Heena Joshi, and Hasmukh C, Patel HUD Line E: (Name of Seller) Franklin County Industrial Development Authocgy I have care~lly reviewed the HUD*I Settlement Statement and to the best of my knowledge and be~ef, it is a true and accura{e statement of all receipts and pisburser~en/s made on my account or bymeln this transaction, I further certifythat I have received a copy ortho HUD-I Setbemen[Statement. · ,ower's Signatures: /'~ Paranjay B Jos i Heena Joshi Ha~nukh C. Patel ~PREME KEROSENE OHLEADE) UNLEADEO PLUS SUBTOTAL ~ETEREO PROOUCTS LOTTO SALES 4ELI SALES LOTTERY COHHISSIDH }THER ~ER£HANBISE ~I~ARETTES :IT~O REBATE CI~TO REBATES ~ASH SUBTOTAL UTHER SALES TOTAL SALES SHIPPEHSBUR~ MR O's 2 E.C.BARNES! IHC. -- 87-01-41 to 67-31-41 ....... Year To Bate ..... A~ount % A~ount % 3,757.84 3.82 23,i82.64 3.48 74.11 .88 11~548.18 1.73 36.369.28 36.95 253,188.34 37.98 6~185.28 6.28 54,516.71 7.58 46~385.63 47.85 338~421.27 ~6.77 17~858.88 17.43 188,519.BB 15.88 5.681.39 5,77 47,192.63 7.88 ~73.87 .99 5~38~.27 .88 18,753.93 i9.26 112!761.65 16.92 %497.65 9.65 62,663.86 9.31 (49.514 .85 874.42 52~115.33 52.95 328~218.63 Ag.28 98~428.96 1BO.OB 6661631.94 188.86 P~ge: T OF SALES UPREME ERUSEHE NLEABEB NLEADEO PLUS SUBTOTAL METEREO PROBUCTS OTTO EXPENSE EL! PURCHASES THER ~ECHANB!SE IGAOETTES THER SALES )SCOUNTS SUBTOTAL OTHER MERCHANBISE TOTAL PURCHASES S.218.58 85.67 19,939.21 86.81 42.86 57.83 8,65~.37 74.93 31.559.69 86.78 231~257.8~ 91.34 5.I28.34 83.87 45~288.99 89.66 39.941.47 48.58 385,189.48 45.77 I7.858.88 I88.48 186,519.88 188.88 Z~IA2.13 55.31 30~583.72 64.64 I4.~76.62 77.43 9!,854.43 84.75 7~673.52 88.79 54,212.29 .48 .88 .88 42!§56.27 43.23 272,28~.44 44.85 82.491.74 83.82 5771428.84 86.62 .~TORY ADJUSTMENTS ~H¥, GAZM/LOSS TOTAL IHVEHTORT ABJUSTMERTS TOTAL COST OF SALES <OSS PROFIT SUPREME KEROSEHE URLEAOEB UHLEAOEO PLUS SUBTOTAL HETEREO PROOUCTS LOTTO SALES OELI SALES OTHER HERCHAMDISE CIGARETTES OTHER SALES CASH OYS SUBTOTAL OTHER HERCHAHDISE TOTAL ~ROSS PROFZT SHIPPEHSBURG HR O's 2 E.C.OARMESe IHC. .-~7-01-O1 to ~7-31-~I ....... Year To Date ..... A~ount % A~ount % .g~ .00 .OB .BO 82~491.74 83.B2 577~428.8A x86,62 538.46 I4,3) 3,242.83 13,99 31.25 42.17 2~894,B1 25.07 4~809.59 13.22 21~922.51 8.66 984.86 I6.1~ 5~221.72 18.34 6~364,16 13,7A 33~2BI.O7 9.83 973,87 5,71 5,30).27 5.27 2~539.26 44.69 16,OBB.31 35.36 4~277,31 22.57 211706.~2 19.25 1~82A,I~ 19.21 11~851,57 19.1~ .00 .00 .88 .~ (49,51) lBO,BO 374.42 i~B.BB 9,565.)6 I8,~5 55~921.19 17.B4 15.929.22 16.18 BOi20S,B6 13,38 Page: ~ATING EXPENSES #A~ES-NANAGER WAOES SUPPLIES AN~ TOOLS r~U!PHERT RENTAL EOUIPNENT REPAIR OUYSIOE SERVICE PROPERTY REPAIRS TANK/ENV INSP FEES UTILITIES STATION RENTAL OEPRECIATION ~ANK/CRE~IT CAR~ CNAR~ES BA~ CHECKS TELEPHONE AOVERTISING PAYROLL TAXES EMPLOYEE BENEFITS uNIFORNS & LAUNORY INSURANCE LICENSES TAXES TOTAL OPERATING EXPENSE HER IHCONE ~ONEY HARKET INTEREST TOTAL OTHER INCONE SHIPPENSSURG HR 8's 2 LC.BARNES, INC. -- 07-81'61 to 67-31-O1 ....... YeaF To Oate ..... ' ~ A~ount % A~ount X .~0 .60 .O0 .BO 6~B86.61 7.~ S2~§95.63 7.89 534,72 .54 4~446.1S ,67 .BO 580.2~ .59 5~25.85 .75 ~51,O7 .1S (613,93) .B9 284.76 .29 1,164.28 .17 I!$24.88 1.)§ 91)74.1~ 1.41 l~48B.R8 i.~2 ~,860.68 1.47 738.82 .7~ 5,171,74 .78 ~87.59 .31 i~654.78 .25 lg7.g2 .1I 364,67 .65 3B.68 616.43 .62 §~!22.86 .77 §94.17 168.66 .16 992.BB .15 974.66 .99 6!818.86 1.82 .08 365.8~ .37 11881.53 .16 15,852.9g 15.29 116!759.67 16.6i .O0 .68 .88 Page: NET PROFIT 876.~2 ,89 (21,55~.61) 3.23 SHIPPEHSBURG HR B's 2 SALES SUPREHE KEROSENE. UNLEADED UNLEA~EB PLUS SUBTOTAL HETEREB PRODUCTS LOTTO SALES DELI SALES LOTTERY COHHIOSION OTHER HERCHAHBISE CIGARETTES CITGO REBATE CIGTO REaATES CASH SUBTOTAL OTHER SALES TOTAL SALES COST OF SALES SUPREHE UHLEADEO UHLEABED PLUS SUBTOTAL HETEREB PROOUCTS LOTTO EXPENSE DELI PURCHASES OTHER HECHAHOISE CIGARETTES OTHER SALES · BISCOUHTS SUBTOTAL OTHER HERCHAHOISE TOTAL'PURCHASES E,C.BARNES, IHC, -- 85-U1-{1 to 65-31-81 ....... Year To hie ..... 2,7?5,63 2,6~ i6,278.21 3,48 375.74 .36 11,321,~;? z. 43 . 44,~58.I6 42.63 I75,1~0.47 37.5A 7~827,77 7,5! 37slSl, 1& 7.95 ~s449.SB SS.17 259,683,~8 ~1,48 14,284.89 13.62 67,745.88 14,53 8q086.68 7.75 33,595.6! 66V.86 .64 3,582.90 .77 16,727.68 18.04 77,523.11 16.63 ?,112.3! 8,74 43,712.3~ 9,37 .BB .B6 ,88 ,88 .66 ,6t .8! .88 ~2.26 ,83 447,l! .18 A8,832.21 46.83 226,686~17 . 48.60 ................................. .? ...... 1B4,281.51 lUg. JO 466~289,~$ 2~A44.35 87.43 14,835.1~i 86.25 224.4~ 59.72 8,519.?,? 75,26 41,888.95 ?4.22 163~436.68 93.37 7,114.52 96,89 33s957,~{~ 91,65 51~664.22 49.54 219~948.74' 47.i7 IA,2UA.BO 1BU.UB 69,945,ll ill,ii 5,UZ3.1A 61.?? 22,024,18 14,664.66 83,72 64,264.47 82.82 ?,589.85 83.29 35,455.58 81,11 ,UB .88 .S! .8l .66 .68 .Gl 48,811.&I 39.14 199~429.15 4B.&2 92,475.83 88.68 4U9,377.89 8'7.79 I#¥E#TORY ADJUSTmEHTS INV. ~AIHtLOSg TOTAL IHVEHTORY ADJUSTREHTS TOTAL COST OF SALES GROGS PROFIT SUPREME KEROSEmE UHLEAOE) UNLEADED PLUS SUBTOTAL HETERED PRODUCTS LOTTO SALES DELI SALES OTHER HERCHANOISE CIGARETTES OTHER SALES CASH SUBTOTAL OTHER HERCHAHDISE TOTAL GROSS PROFIT SHIPPENS)URG mR S's 2 E,C,DARmES~ INC, -- OS-gl-m1 to 65-31-SI ....... Ye)r Te.:l~! ..... ARount % ~A ' X .il .il ,Il .11 .DR .)6 .OI .!1 92~475,85 8B.68 419'i37~.B9 B7.77 351.28 12.57 2~237.6m 13.75 151.34 46.26 Z~6~) 24,.74 713.25 9.1J )~1)3,11 g.)5 3f785. iO &.B3 19~734.84 8.23 &6?.Bi 4.72 3?673.52 2~722.46 16.28 1~522.4& 1&.7! 32.28 169.9! Palm~ 2 SHIPPERS~URg HR 0~ 2 OPERATIH$ EXPENSES WAGES~NANAGER NAQE~ SUPPLIES ARS TOOLS :~U~PMENT RENTAL i~iI!FMEHT REPAIR OUTSI~E SERVICE PROPERTYREPAZRS TANK/EN¥ INSP FEES UTILZTZES STATXON RENTAL OEPRECIATION BANK/CREDIT CARD CHARGES SAD CHECKS TELEPHONE A~VERTZSIRO PAYROLL TAXES EHPLOYEE BENEFITS UNIFORRS & LAOHORY IHSURANCE LICENSES TAXES TOTAL OPERATING EXPENSE OTHER IHCONE HONEY MARKET INTEREST TOTAL OTHER INCOME RET PROFIT E,C,OARNES~ INC. -- OS-SI-SI to S5-31-{1 -- Aeeu~t · ~ ..... Year ~To .O9 .OO .Il .11 7~9H.36 7.59 38~267.64 '8,21 ~39.4N .61 2~837.38 ,NO ,lO .Ii ,Il 1~818.22 1.74 4~4~,6~ ,88 ,11 !~' ' 284.76 .27 1,129.58 1,67 6~!131,~t 1.32 738.82 ,7! 3~i~4.1l 361,47 .3S 1~117,2~ 574.17 .55 2~978.8~ 168.96 .IS 714.6! 774.6N .73 4~871.~8 1.14 ,oo .so ss.ii 17,447.99 1~.73 77t751.13 17.15 .68 .NN .OD .66 .88 (5~64Z,32) SALES SUPREHE KEROSENE UNLEADED UNLEADED RLOS SUSTOTAL NETERE) PRODUCTS LOTTO SALES DEL! SALES LOTTES¥ CONNISSION OTHEROERCHAMSISE CICARETTES CITGO REBATE ClGTO REBATES CASH O/S SUBTOTal OTHER SALES TOTAL SALES COST OF SALES SUPRENE KEROSENE UNLEADED UNLEA)EO PLUS SUBTOTAL NETEREO PRODUCTS LOTTO EXPENSE )ELI PURCHASES OTHER NECHAMDISE CICARETTES OTHER SALES ,DISCOUNTS SUBTOTAL OTHER MERCHANDISE TOTAL PURCHASES E.C.BARHES, INC, -- 84-81-81 to 84-38-D1 ....... Year To Anount 3,631.28 3.69 13,477.18 3,72 52,823.16~3.6e 12,863.50 13,07 53,541.11 7~311.51 7.43 25r889,1~ 7.18 &71.18 .68 2,913.84. "" '" '" ,88 ,OD · Il 148.88.14 414.73 ,11 45,574.64 98,397.88 1RD, JO 362,DD8.2~ l!l Il 3,196,44 88.DZ 11~5DDo76 aa, ii 751,44 58.44 8,275,3J '75.8! 36,935.23 93.24 121,555.73 93mOO 7,5S6,31 78,37 26,842,44 91.86 49~38Z.42 49.17 168,284.52 46.4? 5,375,37 73.52 ' ' 13, IS2.28 87.35 §e,i?}.i? B2.57 7,667.46 7%97 27,86~,73 88.$4 .SS .88 .DJ .8, .8J .DJ ,JJ~? ,11 39.64 148,617.54 41.1~ 88.81 316,762. D6 87.54 ~1101~1~ INVENTORY ADJUSTHENTS TNV,. GAIN/LOSS TOTAL INVENTORY ADJUSTHENTS TOTAL COST OF SALES GROSS PROFIT SUPREHE [EROSENE UNLEADED UNLEASEO.?LUS SUBTOTAL HETERED PROOUCTS LOTTO SALES ~ELX SALES OTHER HERCHANHSE CIGARETTES OTHER SALES CASH O/S SUBTOTAL OTHER NERCHANDISE TOTAL GROSS PROFIT SH]PPENSSURG HR ~s 2 E.C.SARNES, XNC. ~ -- 6A-BI-R1 to Amount .t! , ,1! 87~371.95 88.8! 434.76 11.77 534.29 41.56 2,671.12 6,74 797,57 %63 4,409,74 S,AR 671,19 5,22 ls736.14 26,48 146,83 166.66 6,566.11 14,41 11,~R5.85 11.17 316,'?g2~g6 87.54 14.66 8,14 15~949,76 8.66 2~913,84 5.44 8,498,18 33,3! 1e,596.16 ~7.43 29,156.42 t6.40 45,106,18 12.46 tlpor~ 5 For~t.' I OPERATING EXPENOES WAGES-NANAGER WAQES SUPPLIES AND TOOLS EOUIPNENT RENTAL EQUIPN£NT REPAIR OUTS[IE SERVICE PROPERTY REPAIRS TANK/ENV INSP FEES UTILITIES STATION RENTAL DEPRECIATION BANK/CREDIT CARD CHARGES BAD CHECKS TELEPHONE ADVERTISING PAYROLL TAXES EHPLOYEE BENEFITS UNIFORNS & LAUNDRY INSURANCE LICENSES TAXES TOTAL OPERATING EXPENSE OTHER INCONE HONEY HARKET INTEREST TOTAL OTHER INCOHE 'NET PROFIT SHIPPE~URG HR R~ '2 E.C,BARNES~ INC, -* 84-Ol-O! to R4-~S-I! -- Aeount X .RR ,BO .J! .J! 6~?R7.72 7.82 3B,357.68 8J39 317.27 ,32 2~197,98 .61 .Il ,fl ,!l ,Il 354.iR .36 .,, .,, 25R,DO ,25 2~O, * i~4BR.O{ 1.42 5~&lJ, lJ 73B.82 .75 2,Y§5.20 .~2 488.14 .41 699.67 ,71 684.1~ .61 2,396,68 .66 128.88 .13 $44.H · JN .BO RS.l! · ID .Ri 15~OBB. 56 ~5,24 62~5R2, I3 17.27 ,H ,RR .il ,DR ,BO .BI (3,974,71) 4.B6 O~/31/O1 ~ep~rt~' ~ Format: 1 SALES SUPREHE KEROSEHE UHLEAOEO UNLEADED PLUS SUBTOTAL HETEREB PRODUCTO LOTTO OALES OELI SALES LOTTERY CONHIOSIOH OTHER HE~CHANOISE CIGARETTES CITGO REBATE CICTO REBATES CASH O/S SUBTOTAL OTHER SALES TOTAL SALES COST OF SALES SUPRENE HEHOSENE UNLEADEO UNLEABEO PLUS SUBTOTAL HETERED PROOUCTS LOTTO EXPENSE OELI PURCHASES OTHER HECHAHOISE CIGARETTES OTHER SALES DIOCOURTS SUBTOTAL OTHER HERCHANOISE TOTAL RURCHAOES SHIPPEHOBURG HR B~s 2 E.C. DARNES, IHC. ..... Ymmr 3~477.~8 3.84' 2,8B4.57 3.1A 32togB.1S 35.43 7,3~4.96 8.16 45,777.66 5L52 13~271.1D 14.A7 6,497.9D 7.17 665.BD .73 15,9B1.g6 17.55 8,174.83 .BB ,SR ,11 9~658.77 3.66 91~9D3.96 34.55 2D,922.$L 7.94 13i,4t1.12 4~.85 41,677.~1 ~1(i.43 1Bt197.61 6,91 25~12.5~ .11 299.96 .33 273.91 ,ii 44,831,65 4~.48 132,177.32 91,668.31 1OD. OB 263~61B.44 3s208.54 92.28 1,7B5.87 6LB2 29,B56.77 91.52 111,Jl 7 143.9:5 48,781.56 4~.~1 3,397.15 52,28 12,562,29 79.Ai 6,287.99 76.92 .BO .11 llg,?Bl.l! 45.48 37,097 ~7 ,il .Il ,BI 76,318.99 39,22 119~619.B1 41,51 14,23 229~51L11 87.16 NSISIlRI ILq~r~!" 5 For.at: INVENTORY ADJUSTNEHTS IN¥.GAIN/LOSS TOTAL INVENTORY ADJUSTNENTS TOTAL COST OF SALES GR085 PROFIT 5OPREHE UNLEADED UNLEADED PLUS SUDTOTAL HETERED PRODUCTS LOTTO SALES DELI SALES OTHER HERCHAHDISE CIGARETTES OTHER SAEE8 CASH O/S SUDTOTAL OTHER NERCHAHDIDE TOTAL GROSS PROFIT SHIPPEHSDURG HR D% 2 E,C, DARHES~ IHC, Year To Date ..... .Si ,00' .11 .!1 ,DO ,RD .Il .RI 76~118.97 84,23 271,44 7,81 1~878,78 3?,lB 3~D41,38 ?,48 2,11A,R2 21.91 6,363.46 l,~Rl,18 7.55 4~77.1D 18.92 11,511.N2 8.7~ 665.11 5,OR 2s241.74 3~181.75 47,72 6,562.04 36,16 3,33%67 21.18 8,678.18 18.99 1,886.84 23,88 4,814.28 19.25 ,00 ,NO .fl .NO 277.76 Iii. lO 273.. 9,292.22 20.73 22,591.11 17.19 14,269.32 15.~7 34~111.33 12.94 Page: OHIPPE#SSURG HR ~s 2 iOPERDTIN& EXPENSES HAGEO SUPPLIES AND TOOLS EQUIPNENT'RENTAL EOUIPNENT REPAIR OUTSIOE SERVICE PROPERTY REPRIRO TANN/EN¥ INSP FEES UTILITIES STATION RENTAL OEPRECIA~IOR OANK/CREOIT CARD CHAR&ES ~A~ CHECKS TELEPHONE A~VERTISIN& PAYROLL TAXES EHPLOYEE BENEFITS UNIFOR#S & LAUNDRY INSURANOE LICENSES TAXES TOTAL OPERATING EXPENSE OTHER IHCOHE HONEY NARKET INTEREST TOTAL OTHER INCOHE ,NET PROFIT E,C,BARNESt INC, -- N3-NI-BI to O3-31-Sl -- ,l! .#, 7,5~8,13 B,32 311.23 , .e{ .Re .99 247,79 ,27 ,IN ,gO 1,57 73S,82 .SI ,90 ,IO ,!1 48,14 ~S4 281.44 951.92 1,65 &S4.17 .}7 128, Ig .14 914,ll 1.17 ,il ,16 ,il ,11 14,657,15 l&.lO ,Il ,Il ,11 ,1t (367,83) .41 21s44t,7& I~SSI./I .1! ,!! .11 1s469.11 ,SS 1~23~3 ,11 ,11 ,11 ,11 3~774,~1 1,43 4~211,11 2~21~.4A ,84 ~47,64 ,13 36.2P 1!A.78 422. i& 1 'Pm.$il .~6 47v501.57 18,02 .11 .# S~LE~ O~LEMEU OHLEA~E~ PLUS SUNTOTAL HETESED PRODUCTS LOTTOSALES DELI SALES LOTTERY COHHISSION OTHER NERCHAHDISE CIGARETTES CITQO, RENATE CIGTO REBATES CASH,O/$ SUOTOTAL OTHER SALES TOTAL SALES COST OF SALES SUPRENE KEROSENE UHLEADEO, UHLEADEDPLUS SUSTOTAL,HETERED PRODUCTS LOTTO EXPENSE DF. LI PURCHAOES OTHER NECHANDISE CIGARETTES OTHER.SALES DISCOUNTS OUHTOTALOTHER HERCHARDIOE TOTAL PURCHASER E.C.DARHES~ INC, ~ -' 02-O1'DI to 02'20'D1 ....... ¥~r ~ ]~t! ..... 3,2~1.29 . 3,72 29,651.61 Z4,44 6tOD2.74 7.9~ 42~971,97 49,9~ 686.18 ,79 15~467.7~ 17.96 8!452.84 9.82 2,~2 ,JO 2,?7%72 89,79 28~629,93 94,5~ 6~337,5~ 93,16 I2~$12.95 9L6~ 39~6~8,73 46,~2 79~I2~.54 45.73 3,366.71 68,96 8~8,42 71.~2' 13,4~7.39~%8~,87 24s~35.]8 62.87 7~655;68 ' 83,47 I$~916.29 92.61 3.60 3.96 ~$~527.55 7.82 q5,613.46 49.56 ~-~eport: 5 Fornlt: INVENTORY ADJUSTHERTS ',~, lay, GRIN/LOSS TOTAL INVEHTQRY AOJUSTNENTB TOTAL, COST OF SALE5 . GROSS;~RQFIT SURREHE KEROSERE UNLEADED PLUS OUDTOTAL NETEREB PRODUCTS LOTTO SALES DELI SALES ~THER HERCHANDISE CIGARETTE9 OTHER SALES, ' SUBTOTAL OTHER NERCHARDISE TOTAL GROSS PROFIT SHIP?ENSB~G HR B's 2 ,, ~.,, ~ ~:~; { "I,~ il/, ?15.74 28.61 I~IOI. 12 10.54 338.61 15.21 i,O!&.i2 14.82 1,621.68 5.47 3~322.18 5.64 465.21 6.B4 {{4.RI 7.35 3e341.24 '7.78 6tS12.P2 7.61 }SS.lO 4.95 i~$76.{4 1,488.18 31.54 31461.2~ 2~.50 2,630.31 13.13 5,358.48 17.{3 1,~77.16 16.5~ 2,{27.44 17.39 .5~ .OB .Il .Il 2.32 IO0.OR (26.06) III.Il ReprO:* '5 Fo~nat: OPERATING EXPENSES WAGEO~fl~NAGER WAGES SUPPLIESAN5 TOOLS EOUIPNEHT RENTAL EOUIPHEHT REPAIR OUTSIRE~SER¥1CE PROPERYY~,REPAIRS TAHKIENY INSP FEES UTILITIES STATION RENTAL DEPRECIATION RANK/CREOIT CARD CHARGES ,, RAG CHECKS ~TELEPHONE AOYERTI$IHQ PAYROLL TAXES EflPLOYEESEN£FITS, UNIFORNS & LAUNDRY INSURANCE LICENSES TAXES TOTAL OPERATING EXPENSE ~.oTHER INCONE HONEY NARKET TNTEREST TOTAL OTHER INCONE .RET PROFIT SHIPPEHSOURG HR E,C,RARNES~ INC. *- D2-D1-D1 to D2-2B-D1 -" Anount ..... Year To IMte ..... 8+~D1,79 9,87 ~919,11 1.17 ,SD .66 449,57 66 ,ID l~4OD.RR 1.63 738,82 ,8~ 177,87 .21 27,14 14~,72 683.61 594,17 ,&9 128,69 ,15 974.89 1.13 ,.KO 715,73 ,83 16~597,R8 19,27 ! .il .il 1§,911,73 9.21 I~569.48 .Ri ,, ,11 ,iR 1,4~,11 967,14 ,57 :'Ft .,il ,Il '" ~47,&4 26B.# '(7,657.77) 8,89 RUO 03 2001 04:43 9~233.6t 7,99 t2~,~l.g&~ DELI .il ,9t .~g 41~ZB7.2~ Z?.11 5~.~,~6.4l ~£L! TOTAL 5~G$5 ~g~,~;~T - i2-l~-I! to ~2-ZJ-# -- .ii ~,375. t7 oll ~.t~ 5.2? ~7T8.82~ 4,~54.&8 ~L41 ~5,8{6.{i ?, 02 SMIPPENSIU~[ #8 ~! 2 LC.BAN#ES. INC. ,{I .96 8~127. G2 29d. 72 ,26 1,4~9.1{ 281.44 .27 I~.~5 ,~ P, 03 $ Il/Il/Il OPERATING EXPENSES NA~ES SUPPLIES ARa TOOLS EQOIPHERT RENTAL EQUIPREHT REPAIR OUTSIBE SERVICE PROPERTY REPAIRS TANK/ENV IRSP FEES UTILITIES STATIOH REHT~I, BEPRECIATIOH BANK/CREDIT CARO CHARGES OAO CHECKS TELEPNORE ADVERTISING PAYROLL TAKES ENPLOYEE SEREFITS UHIFORMS & LA)JHORY IRSURANCE LICERSES TAXES TOTAL OPERATING EXPENSE OTHER INCOHE HONEY NARKET INTEREST TOTAL OTHER INCOME NtT PROFIT SHIPPENSBURG HR O's E.C.BARNES~ INC. -- II-B1-BB to ll-)B-BB ....... Year To DO~e ..... Amount 'X A~U~)t;;~ % B~838.64 95%29 .94 .BI ,BI 666,69 ,66 .OB .el 1,251.7B 1.23 738.82 .OR 44,23 158.62 .16 733.16 42~,?B 128,B~ .13 691,aB ,68 1).BO .~1 251.32 .25 16,~97.57 16.B4 189,978.77 .Il ,II 99,297,38 8.14 7~4B2,53 · IR ,II 8,1~27.12 ,67 L142.75 S63.66 .mu 7,611, 1,348.42 ,11 1'5.58 [HYEHTORY AOJUSTfiENTS INV. ~AIK/LUSS TOTAL IHVENTORY ADJUSTHEHTS TOTAL COST OF SALES GROSS PROFIT KEROSENE URLEADES UNLEABE) PLUS SUBTOTAL HETEREO PRODUCTS LOTTO SALES OELI SALES OTHER HERCHANOISE CIGARETTES OTHER SALES CASH SUBTOTAL OTHER HEOCRAHOISE TOTAL GROSS PROFIT SHIRPENSRURG HR 8~s 2 E,C.SARNES~ INC. . % -- 11-81-90 to 11-36-e6 -- Anount .99 .96 897143.79 87.72 228.19 2.92 612.73 30.13 1,175.84 462.65 3.46 2,418.81 4.55 748.87 5.43 3,466.84 53.90 3e756.36 21,29 1~868.92 21.94 84.2? 199.99 10.057 88 20,75 12~476 69 12.28 .gl .IR .19 657,421.43 86.79 3,565.3} 5.26 3,745,!1 26,911.~i 776.14 6.69 41,897.52 6.47 7,575.3? 41,3~}.75 51,?5~.8~ 2:].38 121,685.22 29.72 1&2~182.74 R~e~rt,' 5 Fernat~ ] OPERATING EXPENSES NAGES-NAHAGER WAGES SUPPLIES AND TOOLS EQUIPMENT RENTAL EOUIPNEMT REPAIR OUTOIIE SERVICE PROPERTY REPAIRO TANK/ENV INSP FEES UTILITIES STATION RENTAt. OEPRECIATION OANK/CREOIT CARO CHARGES OAO CHECKS TELEPHONE ADVERTISING PAYROLL TAXES EKPLOYEE SENEFITS UNIFORNS & LAUNDRY INSURANCE LICENSES TAXES TOTAL OPERATING EXPENSE OTHER INCOME- HONEY HARKET INTEREST TOTAL OTHER INCOHE N~T PROFIT SHIPPENSBURG HR O~s 2 E,C.OARNES, INC, "II'OI-R) tO ll')6'00 -' ----- Year 8:83B,~4 8,7~ ??~297.)S 8,14 POP,2? ,94 7~482.53 .~o ,om. .,l .mm 8,4~.a .Tm 666,6g ,6& 6 1.23 738,82 .73 87127,~2 ,A7 ,~) .~ 1~142.75 44. ~3 . ~4 158.62 .16 1,64q.1~1 1t.99 ,61 116,16 251.32 .25 1~]48,42 ~6~297.57 I6,~4 ~89~978.77 ]5.58 .B6 .gg .g! · GB .e6 .gO .96 (3,B26.88) ~,7& ~UP~EHE SUbTOTaL ~£TE~E9 PRODUCTS .ELI SALES OTTERY COHMISS!ON ~ARETTES :~TCO ~EB~TE CIGTO REBATES ~SH SUBTOTAL ~T~ER S~LEB SALES ;T OF SALES ;UPREKE ,ERDSENE )MLEADED )HLEADED PLUS SOBT(.II'AL M~-T.:R~D PRODUCTS OITO EXPENSE ELI PURCHASES )THER HECHAND~SF IGARET1ES :ITHER SALES ![SCDUNT~ OTHER ~ERCHANDISE T()TAL PURC~IASES SH1PPENSBURG I~R 8~s 2 E.C,BARNE~ IMC. 1.51 55,115.~4 51.1~ IZ.69l.)B 12.69 12B,346.)1 11.4~ 1~255.72 9.51 B4,~78.17 91A.~B .B5 6,5~2.35 1e.276.82, 9.53 115,292,34 (1,A3d. B9) 1.33 (21349.75) §2,748.~B 4B.9~ 535,~91.58 47,~4 ........................................ 17,B41.B4 98.16 53,714.17 94,17 1~275.87 79,42 B~7~9,48 13,45B.~ ~B,~B 128,111, 6,796,68 64.27 46,21B.{6 8,817.55 HS.GB ?4,?7],BB B2.37 45!292.54 41.9~ 3B.~t 424,~44.24 74:881.17 89,82 ?48,:77.33 86.41 ';~R¥ ADJUST~EYTS ~Ai~/LOSS IAL !NYENTOR¥ ADJUSTMENTS !OTAL COST OF SALES PROFIT ~EME i~IOTAL METERED F'RODUC1S !0 SALES SALES '~ ~ERCHA~ISE ,~ETTES ,!~ SALES OTHER lOYAL ~R§SS PROF'[I ~6~B01.17 8~,82 7&B{277,3) 8&.61 2,2fl5,1! 16.49 24~B35.Z7 6.16 58&,29 4,15 7~373,?~ 3,§2~.71 6,4~ 38,678,71 (1~4~6,8~) i5~,66 (2~)47,75) lgg.g6 14.14 I11,B27.34 2~,71 !~LIES ~ND TOOLS TPHENT REHTAL iPNENT REPAIR ii~E SERVICE ERTY REPAIRS ~/E!iV IHSP FEES iiiES ~/C~EOIT CARD CHARGES CHECKS ?HONE 'BLL 'FAXES dFORMS ~ LAUNDRY ~OTAL OPE~AIIW~ EXPENSE iIAL OTI(ER Ii'COME T PROF!T P~ge: E.C.)ARNES, INC. ,ii. .BI %856 99 9.14 474.17 .44 429,46 .46 1~268.7~ 1.18 ~4,5as. e8 7~8.B2 .68 7,388.2~ .~66 .H ,H 563.66 .'1~: :~ ' 772.78 .72 425.9J ,37 4~547,73 ,41 1~81~,18 15,58 173i~81,~ (5,827.43) 5.41 (23,775.15) 2.14 t~/Sllll, ~lltort~ ~ Fornit~ SALES UUPREUE KEROSENE UNLEAOEI UNLEASEI PLUS SUBTOTAL NETEREO PRODUCTS LOTTO SALE~ OEI! SALES LOTTERY COUHISSTOH OTHER UERCHANDISE C!GARETTES CITGO RESATE CIGTO REBATES CASH 0/5 o SUBTOTAL OTHER SALES TOTAL BALES COST OF SALES SUPREHE KEROSENE UNLEAIED UNLEADED PLUS SUOTOTAL HETEREO PROOUCTS LOTTO EXPENSE OEL! PURCHASES OTHER HECHAH~ISE CIGARETTES OTHER SALES P!SCOUNTS SUSTOTAb OTHER NERCHANSTSE TOTAL PURCHASES SHIPPENSSURG HR B~s 2 E.C, SARRES? -- l?-ll-II to 19-]1-11 ~- 3~488,~6 3.IS 682.~7 ,6! 43~373,,76 976~7,87 $7~142.~a 51,21 7~675.6§ 6,88 627,17 2S~776,S8 18,62 ,St .US ,IS ,OS (371,99) .3~ 54~439,5S 48.79 111,582.16 ISa. O! Pase~ 5~a77,97 184~624.8~ IS,~J 3~17S.2~ 77.15 451.81 41~139,34 74,8B 9~lA~,77 93.67 48.2~ B~624.96 77;35 ,lB ,61 .BO 41 663,12 36,8S 94~876,36 85,63 B~ll?.64 ~2,61 48.68 37f~a71,7! 77.59 871~39&,16 86.27 INVENTORY AOJUSTNENTS INV, GAIN/LOSS TOTAL IRYEMTORY ADJUSTMENTS TOTAL COST OF SALES ~ROSS PROFIT SUPRENE ~ERUSENE UNLEADED PLUS SUBTOTAL HETEREB PRODUCTS LOTTO SALES DELI SALES, OTHER NERCHANDTSE CIQARETTES OTHER SALES CASH O/S SURTDTAL OTHER NERCHANDISE TOTAL &ROSS PROFIT SHIPPENSBURC HR S's ~ E.C. BARNE$, INC. . % -- S~-Sl-I! to D~-BS-O! -- ,DS ,,DB ..... Year To h:f! ..... ,Il .Il ,11 86.27 J 233.46 6.85 3,g17.6~ 7.57 2q254.42 5,2S 22t~l,!6 ~,86 3,329.48 S.83 3§~132. fl 6.67 627.~7 4.2? 5~677.Y4 4,95 3,?66.79 56.82 34~410.79 46.60 6~715.38 32.32 45~18J,34 24°47 2~525.g3 22,65 ~8~861,6~ }7.96 .SS ,SO 363.0! 13.376 38 24.57 tSB,57J.36 2I.A3 ~6~7B~ 86 IA,97 1B~,723,36 13,73 Pl~el 2 .1~/]1/11 SHIPPENSNURG HR S% 2 '8~ps~t~ ~ Foreat: J OPERATINg EXPENSES WAQES-NANAGER WAGES SUPPLIES ANI TOOLS EQUIPNENT RENTAL EOUIPNENT REPAIR OUTSIUE SERVICE PROPERTY REPAIRS TAHK/EN¥ ENSP FEES UTILITIES STATION RENTAL UEPRECIATION SANK/CREDIT CARl CHARGES SAS CHECKS TELEPHONE ADVERTISING PAYROLl TAXES EHPLOYEE BENEFITS UNIFOHNS & LAUNDRY INSURANCE LICENSES TAXES TOTAL OPERATING EXPENSE OTHER IHCOHE HONEY HARKET INTEREST TOTAL OTHER INCONE NET PROFIT E.C. IARNES~ THC, -- l?-II-SI to 19-31-IR -- ,88 .IS 9,46i. J2 8.46 615f?l .55 .Il 847,23 ,78 782,17 ,18 ,Il .il .81 2~116,25 1,4g1.66 1,25 738.82 89,86 72,59 .l? (~1,31) 365.34 .27 S29.SS ,74 485,90 ,44 128,69 691.18 ,Ii 18~78L13 16.84 .... Year To ,11 ,11 8S,611.75 7'.t8 ,~ 8,87~.{~ .Il 1,i42.7~ .4t 1§~871.82 E5,§3 .SO .SS .8! .88 .SO .SI .81 .!1 ................. (2,{8L2~) h86 (le, H?;~2;)'~ Page, Report: 5 Format; ! SALES SUPREME KEROSENE UNLEAOEB UNLEABED PLUS SOBTOTAP NETEREO PROOUCTS LOTTO SALES DEl.! dALES LOTTERY CONNISSIOH OTHER HERCHANOIRE CIGARETTES CITGO REOATE CIGTO REBATER CASH SUBTOTAL OTHER dALES TOTAL dALES COST OF SALES SUPREHE KEROSENE UNLEAOEO UHLEADEB PLUS SUOTOTAL HETEREO PRODHCTS LOTTO EXPENSE 9ELI PURCHASES OTHER HECHANOISE CIGARETTES OTHER SALES DISCOUNTS ' SUDTOTAL OTHER HF, RCHANS[SE TOTAL PURCHASES SHIPPEHSBURG HR O's 2 Page= E,C,BARNES~ INC, -- IS-Il-OS to IO-$1-IO -- 5,201.18 4.72 . 57,5S7.91 52.1~ 467,7~$.8& ~2.28 7,656.24 6.94 66,14~8) 7.3~ 557.19 .51 5,15~.8~ ,5~ 19~77e.54 g,76 93~ (1.97) ,gO 52~863.29 47,87 429~!~,56 47.72 4,796.s~ ~77.64 48.12 437~H!.26 48,74 11~457.50 4,807.46 161111.88 6~436.74 4S~813.52 93.098,56 !OB.OB 100~047.~'3 ~ll.ll 62.79 35,~4~.80 78.3) 77,531.27 ,SO .se )38,sms.s8 37.68 776,519.86 86.42 ~port: ~ For~mt: INVENTORY ADJUSTNENTU INV, GAIN/LOSS TOTAL INVENTORY AOJUOTNENTS TOTAL COST OF SALES GROSS PROFIT SUPREME KEROSENE UNLEADED UNLFAOED PLUS SUSTOTAL RETERED PRODUCTS LOTTO SALES DELI SALES OTHER NERCHANOISE CIGARETTES OTHER SALES CASH SUBTOTAl. OTHER HERCHAHOISE TOTAL ~ROOS PROFIT SHIPPEHSBURG NR R~s 2 E.C. OARHEO~ INC. -o 08-81-OB to Amount .OO .ii .NO .OI 9]~890.56 85,1'I 77&,e)~?.86 86.42 4J4,&8 7.78 41.18 29.87 3,127,22 7,38 B58.7~ 8,74 4,431.87 7.71 $,94 7.51 6.7? 2,333,8~ 22.67 16~42U.55 14.89 122,017.44 1{.58 Pige: OPERATINg EXPENSES IA~ES-MA#ABER HANES SUPPLIES AHO TOOLS EOU1PHEHT REHTAL EQUIPMENT REPAIR OUTSIBE SERVICE PROPERTY REPAIRS TAMK/EHV INSP FEES UTILITIES STATION RENTAL· DEPRECIATION RANK/CREOIT CARS CHARGEO OA~ CHECKS TELEPHONE ADVERTISING PAYROLL TAXES ENPLOYEE BENEFITS UHIFURHS & LAURORY IHSURAUCE LICENSE9 TAXES TOTAL OPERATING EXPENSE UTHER INCOME HONEY NARKET INTEREST TOTAL OTHER INCONE SHIPPENS~URC HR B~s 2 E.C, BARNES, INC. '- BB-BI-4B tO 08-31-44 ....... Yemr To late ..... A~ou~t X .. .4o 1,115.77 1.RI 5,4)$.~ 17~[27 ,16 25.44 .42' 4~9~J.14 .55 ,oo .me 125,5~ .It i,~O4. B4 1.27 llr~J~ 1.25 I78,69 .17 1, ;12 944.72 .86 6s 485.94 .44 164.94 .15 .96 251.32 17,592.~? 15.87 138,884.8~ !~$o37 ,88 .ON ,)i ;il NET PROFIT (1,B82.14) .98 121311?9 SALES SUPRENE kEROSEHE SUBTOTAL ~EIERED P~O~eCI8 LOTTO SALES OELI SALES LOTTERY CONHISSION OTHER HERCHAHHSE CIGARETTES CITGO REBATE CIGTO RE~ATES C~SN SUBIOTAC OTHER SALES TOTAl SALES COST OF SALES SUPREHE KEROSENE U~LEA~ED U~LEADED PLUS SUBTOTAL HETERED PRODUCTS LOTTD EXPENSE bELl PURCHASES ' ClCARETTES OTHER SALES ~HSCOUNT8 SUBTOTAL OTHER HERCHANDISE TOTAL PURCHASES SNIPPENS)UNG ~N ~'s 2 E'.C.~ARNES, IRC. -- 12-81-99 to 12-tl-99 -- - .... Year . ~ A~ou~t X 5,1~4.87 4.68 73,733.22 5.77 45,728.7~ ~6. Z7 424,488~9 33.23 II, liD.OD 12.86 141,721.58 'll.8D 7,7~8.96 6.16 1~5,758.8D 8.28 8;B,ID .64 8,227.28 .64 28,9~5.D9 16.65 257~1~4.52 28.28 12',956.98 18.~1 I]3,555.14 . 19.45 .DO .OD .Ii : .Da ,9B .86 .81 134.77 .11 (248.85) 58,745.88 46.73 'MO,156.4'D 56.74 125,71S.78 IDB,OD 1,t~7~4D].{9 IBB,BD 4~71L24 91.73 2,631.74 68.29 4~,296.62 DA.TO 1,I,9D~.99 ~2.71 62,5)9,59 49.75 1A,162.g{ 198.9~ 5,572.27 71.91 17,493.57 8~.56 1~,496.~3 88.27 .DB 67,121.69 {l. D3 6,36{.O3 45,61 581,729.5~ 45.54 142~212.58 iR8.15 57, i54.77 '53.75 198~168.62 '7&.47 184~729.94 78.42 .89 .81 78.&I .II H2~166.78 39.48 5i2,244.52 39.31 8%22 1,683,965.68 '84.8~ · :,':~/?~ SHEPPEHSRUR~ KR D~s 2 Pige: 2 INVENTORY ADJUSTHENTS I~V. GA.IN/lOSS TOTAL INYENTO~Y AOJUSTHEHTS TOTAL COST OF SALES GROSS PROFIT SUPREHE ~L~OED U~LEADED PLUS SUDTOTAL ~ETEREO PRODUCTS LOTTO SALES DELI SALES OTHER HERCHAHO]SE CIGARETTES OTHER SALES CASH DIS SODTOTAL OTHER ~ERCHRHO1SE TOTAL G~OSS PROFIT E.C.DARNES, IHC. -- 12-A1-~9 to 12-31-99 ....... Yeer To Date ..... . ~ A~ount % A~o~t % 69,22 1,~83,76~,D8 B4.B5 t24.63 8,27 6,611:5~ B.f7 646,21 19.71 7~17~,N~ 5~,DR 2,424.D9 5.31 23~937.5! 5.64 4~I~1.11 6.62 47~616.B5 7.57 2,176.67 28.97' 48~791,1~' 3~442,9D 16,44 6l~fOS.OB' ,556. 5 28, 134.77 1DO.SA (24g~8~) IDB,E! ~f117.61 15,52 145,~9D.57 22.52 1~5~B.72 10.78 ]9~528.61 15.15 SHIPPEHSUURG UN ~'~ 2 OPERATING EXPENSES WAgES-MANAGER' WAGES SUPPLIES AND TOOLS . EOUIP~ENT RENTAL EQUIPMENT REPAIR OUTSIDE SERVICE PROPERTY REPAIRS TANK/ENV INSP FEES UTILITIES STATION RENTAL DEPRECIATION RANK/CREDIT CAHD CHARGES BAD CHECKS TELEPHONE ADVERTISING PAYROLL TAXES EUPLOYEE SENEFITS UNIFORMS ~ LAUNbQY INSURANCE L1CEHSES TAXES TOTAL OPERATING EXPENSE OTHER INCOHE HONEY MARKET INTEREST TOTAL OTHER INCOME HET PROFIT E,C,OARNES~ INC, .DO .MD 9d2g.27 .71 ~.585.~4 7.62 1H,52~.12 7.95 915.55 .73 7,627, i8 .eH ,ek 8.48 .e! .66 .os ~,8B2,8~. .~l .OS .MR '41.4g' ,SO .US 2SD.M9 .B2 i~?S4,Ri 1.52 18~S16. i3 1~4~9.9Q 1,1! 16,BOQ. H 1.~2 738,92 .57 8, RA$.84 .6~ 5.68 .bb (177.4~) 195,38 .99 583,~ 15~,22 .12 2,~l].&l .18 l~SgB.46 ,89 1g~S51.84 .8~ 519, MM .41 129.8U .IM 1,54H.86 *.12 ~?1,Bg .55 ' B,272.96 .65 ,em '.ge TO. pp. ,g~ 251,52 .21 1,8~7;1T~;'' .Il 17s?72.4B 14.~b 294,615,45 J~,12 .OS ,OS .68 ,BO .66 .S! (4,423.76) 3,52 (11~687,44)' .87 · ~,3 YEAR TOTAL & AVERAG ES 1999 2000 2001 AVG 99 AVG 00 AVG 01 Sales YTD Aug Gas 629,336 690,938 385,631 52,445 57,578 48,204 Grocery 498,208 465,583 256,784 41,517 38,799 32,098 Lottary Comm. 8,227 8,174 5,973 686 681 747 Cost of Goods Gas 581,720 644,127 348,888 48,477 53,677 43,611 Grocery 360,032 347,093 200,727 30,003 28,9'24 25,091 Grocery Gross% 38% 34% 28% Gross Profit Grocery 138,176 118,490 56,057 11,515 9,874 7,007 Gas 47,616 46,811 36,743 3,968 3,901 4,593 Total 185,792 165,301 92,800 15,483 13,775 11,600 Expenses Payroll Manager 9,129 761 Others 101,585 106,256 60,311 8,465 8,855 7,539 Benefits 6,502 5,401 4,717 542 450 590 Insurance 4,692 4,992 5,392 391 416 674 Payroll Taxes 10,551 9,788 5,864 879 816 733 132,459 126,437 76,284 11,038 10,536 9,536 Supplies & Tool 7,627 8,101 4,873 636 675 609 Equip. Rent Equip. Repair 3,802 8,525 2,234 317 710 279 Outside Services 5,387 7,261 5,807 449 605 726 Property Repair 41 125 613 3 10 77 Tank Fee 250 330 1,389 21 28 174 Utilities 18,016 17,220 10,721 1,501 1,435 1,340 Bank Charges 1,677 1,459 1,654 140 122 207 Bad Check 197 399 200 16 33 25 Telephone 583 49 251 49 4 31 Advertising 2,303 1,929 1,260 192 161 158 Insurance 3,600 3,600 2,400 300 300 300 Uniform 1,548 1,626 1,120 129 136 140 License 70 110 85 6 9 11 Taxes 1,827 1,599 1,447 152 133 181 Total Expense 179,387 178,770 110,338 14,949 14,898 13,792 Net Profit 6,405 (13,469 /17,538) 534 (1,122) (2,192) HASMUKH PATEL, d/b/a ONE STOP CONVENIENCE STORE, Plaintiff v. ARTHUR BRUAW, JR., Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW No. 02-3081 Civil Term DEFENDANT'S ANSWER WITH NEW MATTER AND COUNTERCLAIM NOW COMES defendant, Arthur G. Bruaw, Jr., by his counsel, Keefer Wood Allen & Rahal, LLP, to file his answer with new matter and counterclaim in response to plaintiff's complaint, averring as follows: 1. Admitted. 2. Admitted with clarification. The address given is defendant's business address. 3. Admitted in part and denied in part. Defendant denies that mall matters relevant and pertinent hereto relate and refer to an asset purchase agreement," as this statement is nonsensical at worst and inaccurate at best. For instance, in addition to the asset purchase agreement attached to plaintiff's complaint as exhibit A, a second writing was signed by plaintiff on September 19, a copy of which is attached as exhibit A to this pleading. documents provided to plaintiff by defendant are accurate reflections of the operation of the store location in question while defendant owned it. WHEREFORE, defendant respectfully requests this Honorable Court to dismiss plaintiff's complaint and to enter judgment in his favor and against plaintiff, together with costs of suit. 22. Plaintiff is, by his own admission, experienced in the operation of convenience store locations. 23. Plaintiff was aware that defendant had lost money at the store location in question for at least two years prior to plaintiff's purchase of it. 24. Plaintiff desired to purchase the store location in question because of its location and the potential for improving its revenues under his management. 25. Plaintiff's alleged reliance on financial records and documents provided by defendant is overstated, at best, and is completely disingenuous, at worst. 26. Plaintiff planned to operate the store location himself and had years of experience in operating convenience stores to support his decision to purchase this particular store location. - 6 27. Plaintiff was offered sound advice by defendant and defendant's sales manager, Ray Miller. Specifically, he was told that he should reduce expenses by reducing his payroll, but he should reduce his payroll gradually by discharging experienced employees only after he had become familiar with the customer base for that store location. 28. To the extent that plaintiff has experienced weak revenues from the store location, which defendant denies for lack of sufficient knowledge or information, plaintiff erred by discharging experienced employees too early and before he had become familiar with the customer base of that store location. 29. Seller has fully and adequately honored the representations and warranties set forth at paragraph 8 in the asset purchase agreement attached to the plaintiff's complaint as exhibit A. WHEREFORE, defendant respectfully requests this Honorable Court to dismiss plaintiff's complaint and to enter judgment in his favor and against plaintiff, together with costs of suit. COUNTERCLAIM 30. A portion of plaintiff's purchase obligations to defendant arises from a separate inventory purchase agreement entered into by the parties on September 19, 2001. - 7 - 31. A true and correct copy of that agreement is attached to this pleading as exhibit A. 32. Predated checks totalling $40,000 were provided to defendant by plaintiff at the time of settlement in November 2001. 33. Several of those checks have been deposited and have cleared plaintiff's bank; however, the checks dated for July 1, 2002, and for August 1, 2002, have not been honored by the bank because of stop payment orders placed against them by plaintiff. 34. Thus, plaintiff has failed to pay defendant the sum of $6,666.66 for the months of July and August 2002, which payments are now due and owing. 35. Furthermore, defendant believes and therefore avers that plaintiff intends to issue stop payment orders against the payments due on September 1, October 1, November 1, and December 1, 2002 (all in the amount of $3,333.33, with the exception of the final one, for which the amount is $3,333.37). 36. If all checks for July through December 2002 are dishonored by plaintiff's bank, plaintiff will have failed to pay defendant the sum of $20,000.02. 37. Plaintiff, as stated above, has no basis in law or fact for his failure to allow the checks to be honored by his bank as deposited. 38. The inventory sold to him by defendant at the store location in question has been used by him in the operation of his business without complaint. 39. Therefore, defendant is owed $6,666.66 as of this date and faces a total loss of $20,000.02 if plaintiff similarly dishonors the remaining checks due September through December 2002. WHEREFORE, defendant respectfully requests this Honorable Court to enter judgment in his favor and against plaintiff in the amount of $20,000.02 together with interest and costs of suit. Dated: August 13, 2002 Respectfully submitted, KEEFER WOOD ALLEN &~, LLP By. ~ Charles W. Rubendall II I.D. # 23172 Donald M. Lewis III I.D. # 58510 210 Walnut Street P. O. Box 11963 Harrisburg, PA 17108-1963 717-255-8010 and 255-8038 Attorneys for defendant VERIFICATION The undersigned, Arthur G. Bruaw, Jr., hereby verifies and states that: 1. He is defendant herein; 2. The facts set forth in the foregoing answer with new matter and counterclaim are true and correct to the best of his knowledge, information, and belief; and 3. He is aware that false statements herein are made subject to the penalties of 18 Pa.C.S. Sec. 4904, relating to unsworn falsification to authorities. Arthur G. Bruaw, Jr. Dated: August /3, 2002 AGREEMENT In reference to the Inventory Purchase Agreement dated 19t~ September 2001 and Sale and Purchase of Convenience Store and Gas Station Business Property located at 702 E. King Street, Shippensburg, Pennsylvania 17252, Buyer Hasmulch Patel or its assignee One Stop pays $40,Q00 by l~ost dated checks as follows. Check Dated Amount 1 January 1, 2002 $3,333.33 2 February 1, 2002 $3,333.33 3. March 1, 2002 $3,333.33 4. April 1, 2002 $3,333.33 5. May 1, 2002 $3,333.33 6. June 1, 2002 $3,333.33 7. July 1, 2002 $3,333.33 8. August 1, 2002 $3,333.33 9. September 1, 2002 $3,333.33 10. October 1, 2002 $3,333.33 I 1. November 1,2002 $3,333.33 12. December 1, 2002 $3,333.37 TOTAL $40,000.00 Seller, Mr. Arthur G. Bruaw Jr. agrees to deposit each check on or after the date thereof. Inventory amount over $40,000.00 will be paid in cash upon the Buyer taking possession of the convenience store & gas stat/on. SELLER SHERIFF'S RETURN - OUT OF COUNTY CASE NO: 2002-03081 P COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CI/MBERLTkND PATEL HASMUKH DBA ONE STOP CON VS BRUAW ARTHUR JR R. Thomas Kline duly sworn according to law, and inquiry for the within named DEFENDANT to wit: BRUAW ARTHUR JR but was unable to locate Him in his bailiwick. deputized the sheriff of FR3kNKLIN County, serve the within COMPLAINT & NOTICE · Sheriff or Deputy Sheriff who being says, that he made a diligent search and He therefore Pennsylvania, to On July 26th , 2002 this office was in receipt of the attached return from FPJkNKLIN Sheriff's Costs: Docketing 18.00 Out of County 9.00 Surcharge 10.00 Dep Franklin Co 36.64 .00 73.64 07/26/2002 ONE STOP Sofanswe~{~. .... R./ Thomas Kline Sheriff of Cumberland County Sworn and subscribed to before me this 2~ day of ~ ~L(r~ ~ A.D. Prothonotar~ SHERIFF'S RETURN - REGULAR CASE NO: 2002-00095 T COMMONWEALTH OF PENNSYLVANIA: COUNTY OF FRANKLIN HASMUKH PATEL ET AL VS ARTHUR BRUAW JR. LORI HARDSOCK , Deputy Sheriff of FRAIqKLIN County, Pennsylvania, who being duly sworn according to law, says, the within COMPLAINT was served upon ARTHUR BRUAW, JR. the DEFENDANT at FCSO at 0014:45 Hour, on the llth day of July 157 LINCOLN WAY EAST , 2002 CHAMBERSBURG, PA 17201 ARTHUR BRUAW JR. a true and attested copy of COMPLAINT by handing to together with and at the same time directing His attention to the contents thereof. Sheriff's Costs: So A//swers: Docketing 9.00 Service 9.00 LORI HARDSOCK Affidavit 4.00 Surcharge 10.00 By Mileage 4.64 36.64 Sworn and Subscribed to before me thi~ I 1 day of Deputy Sheriff 07/17/2002 CUMBERLAND COUNTY SHERIFF Notarial Seal Patricia A. Strine. Notary Public _Chambersburg F~-,. ~ranklin County IV~ CommissioR E),r,l,~$ NOV. 4, 209~- In The Court of Common Pleas of Cumberland County, Pennsylvania Hasmukh Patel d/b/a One Stop Convenience Store VS. Arthur Bruaw Jr. SERVE: sane 02 3081 civil Now, July 2, 2002 , I, SHERIFF OF CUMBERLAND COUNTY, PA, do hereby deputize the Sheriff of Franklin County to execute this Writ, this deputation being made at the request and risk of the Plaintiff. Sheriff of Cumberland County, PA Affidavit of Service Now, ., 20 , at o'clock M. served the within upon by handing to a and made known to copy of the original So answers, the contents thereof. Sworn and subscribed before me this day of ,20 Sheriffof County, PA COSTS SERVICE MILEAGE AFFIDAVIT CERTIFICATE OF SERVICm I, Charles W. Rubendall II, Esquire, one of the attorneys for defendant, hereby certify that I have served the foregoing paper upon plaintiff this date by depositing a true and correct copy of the same in the United States mail, first-class postage prepaid, addressed as follows: Mr. Hasmukh C. Patel One Stop Convenience Store 702 East King Street Shippensburg, PA 17257 KEEFER WOOD ALLEN & RA_HAL, LLP Charles W. Rubendall II Dated: August 13, 2002 HASMUKH PATEL, d/b/a ONE STOP : IN THE COURT OF COMMON PLEAS · CUMBERLAND COUNTY, PENNSYLVANIA CONVENIENCE STORE : Plaintiff : : CIVIL ACTION LAW ARTHUR BRUAW, JR., : NO. 02-3081 CIV/L TERM : Defendant : JURY TRIAL DEMANDED PLAINTIFF,S REPLy TO THE DEFENDANT,S NEW MATTER AND COUNTERCLAIM AND NOW COMES the Plaintiff, Hasmukh Patel, d/b/a as One Stop convenience store, Pro Se, and avers the following facts in support of his Reply to the Defendant's New Matter and Counterclaim: Paragraphs 1 through 21 require not reply. REPLY TO NEW .MATTEh 22. Admitted. 23. Admitted with clarification. The financial records provided to the Plaintiff showed a loss in ~ revenue. However, those financial records also reflected an increase in gE_q~ revenues during the same time period. 24. Admitted in part; denied in parL Plaintiff admits that he purchased the One Stop because he believed that on-site (as opposed to Defendant's absentee) management would improve revenues. Plaintiff denies having personal knowledge of the location's Potential to generate revenues. His information regarding the location's potential was derived from representations made in financials documents and records submitted to him by the Defendant. 25. Denied. In his New Matter acknowledges Plaintiffs experience operating convenience store locations. As set forth in Paragraph 15 of the Complaint, "In the usual and general course of negotiating such sale/purchase transactions, it is a customary business practice for the financial records and documents presented/provided by the seller to the purchaser to be true and correct and not distort or misrepresent the business' performance. It is unfair and improper to present/provide doctored documents." Thus, Plaintiff had every right to rely upon the internal integrity of the financial records and documents presented/provided to him by the Defendant. Plaintiff's reliance is actual and not merely alleged. Furthermore, Plaintiff, s reliance is not overstated. Lastly, it is disingenuous for the Defendant to allege that the Plaintiff should not have relied upon the financial records and documents presented/provided to him by the DefendanL 26. Admitted. Plaintiff has years of experience operating convenience stores. Since his purchase Plaintiff has personally operated the store location himself. As a direct result of that personal operation, Plaintiff has personal knowledge that the store location's Performance (generation of gross revenues) is inconsistent (to Plaintiff's detriment) with the financial information submitted to the Plaintiff by the Defendant. Such inconsistency renders the Defendant, s financial records and documents suspect. 27. Denied. As an experienced convenience store operator, Plaintiff knows the value of "sound advice." He received no such advice from Ray Miller. Additionally, this Paragraph is self-serving hearsay. 28. Denied. Plaintiff has not used the term "weak" revenues. The form of this Paragraph by implication acknowledges that Plaintiff should have terminated some employees. The parties differ as to whether such discharge was oo early' or timely. 29. Denied. The basis of the Plaintiffs Complaint is that the Defendant presented/provided the Plaintiff with financial records and documents which were not an accurate reflection of the store location's actually generated gross revenues, based upon Plaintiffs prior experience operation convenience and upon his experiencing the store location. WHEREFORE, the Plaintiff respectfully requests this Honorable Court to dismiss the Defendant's New Matter and to enter judgment in his favor and against the Defendant, together with costs of suiL PLAINTIFF'S REPLY TO DEFENDANT'S COUNTERCLAIM 30. Admitted. 31. Admitted. 32. Admitted. 33. Admitted. 34. Admitted. 35. Admitted. 36. Admitted. 37. Denied. Plaintiff has sound basis in law and fact for his failure to allow the checks to be honored at th/s bank at this t/me. Some of the inventory was stale, outdated, expired, and not of saleable quality. The Plaintiff showed such inventory to the Defendant personally. 38. Denied. Lots of the subject inventory has not been sold or used in the operation of the business. The Defendant is well aware of this lack of sale or use. See Paragraph 37 above. 39. Denied. It is the Plaintiff who has already suffered a loss by receiving inventory that is stale, outdated, expired and not of saleable quality. WHEREFORE, the Plaintiff, Hasmukh Patel, respectfully requests that on the Defendant's Counterclaim, this Honorable Court enter judgment in his favor and against the Defendant, Arthur Bruaw, Jr., for a monetary amount of pre and post judgment interest, as allowed by law, plus costs and expenses of litigation and such other relief as this Honorable Court deems appropriate and reasonable and law and equity permit or direct; the monetary amount sought by the Plaintiff as judgment exceeds the local jurisdictional amount for referral of cases to compulsory arbitration. Date Respectfully submitted, Hasmukh Patel, Pro Se, Plaintiff 702 East King Street Shippensburg, Pennsylvania 17257 VERIFICATION I, HASMUKH PATEL, Plaintiff in the above-captioned action, verify that the averments made in the foregoing Plaintiff's Reply to the Defendant's New Matter and Counterclaim are true and correct to the best of my knowledge, information and belief. I understand that any false statements herein are made subject to the penalties of 18 Pa. C.S. §4904, related to unsworn falsification to authorities. Date -~-~S~L, Plaintiff HASMUKH PATEL, d/b/a ONE STOP CONVENIENCE STORE, Plaintiff V. ARTHUR BRUAW, JR., Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW Nc,. 02-3081 Civil Term JOINT PRAECIPE TO SETTLE, DISCONTINUE AND END, WITH PREJUDICE TO: Curt Long, Prothonotary Please mark the docket for this action to show that it has been settled, discontinued, and ended, with prejudice, both as to plaintiff's claim against defendant and defendant's counterclaim against plaintiff. Respectfully submitted, Hasm~ Plaintiff Pro Se 315 East Main Street Hummelstown, PA 17036 Dated: November/~, 2002 Respectfully submitted, KEEFER WOOD ALLEN & RAHAL, LLP Charles W. Rubendall II Attorney for defendant 210 Walnut Street P. O. Box 11963 Harrisburg, PA 17108-1963 717-255-8010 Dated: November ~-, 2002