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Home My WebLink About94-03583 " ,II I' . d i" , , /1 ,J', , , ,', " " " I (, , 'I 'f /, I I I ! I , ( i tJ .... jl I "1 ", 'I' i ;,1 " '1" r0 ()o l() (Y) " , , " .,', " '.'J ) THERESA BARRETT MALE COUN$lLOA AT LAW lO<twI\ lAwn MALl 1151'1NLSroUT H.....tlJlIG, f'lNNmvAN'A 17101 SusAN C. AMuv MMLIllAL (7171 ZJ3-J1ZO 'AX(717)ZSS~Z May 28, 1997 E. Robert Elicker, II, Esquire ott1ce ot D1vorce Master 9 North Hanover street Carlisle, PA 17013 RE: stone v. stone (No. 94-3583 c1v1l Term) Dear Bob: Yesterday's patriot-News carried Mr. stone's obituary, a copy of which is enclosed. Because Mr. stone's death abates the divorce action, please vacate your appointment and return the file to the prothonotary's office. If there are any other steps which counsel need to take, please advise accordingly. Sincerel>" if.' /l~ ,/' ~i t.<'; t-/,,,./~IvUC(/lfte.,- Theresa Sar?(tt Male ( TBM/sca Enclosure cc: Gregory R. Reed, Esquire (w/o enc) Dorothy J. stone (w/o enc) LESTER K. STONE, Plllintiff I IN THE COURT OP COMMON PLEAS OF I CUMBERLAND COUNTY, PENNSYLVANIA I I CIVIL ACTION - LAW I VB. I NO. 94 - 3583 CIVIl. 19 DOROTHY J. STONE, I Defendant I IN DIVORCE STATUS SHEET QATE: ACT IV.!TI E~ I (/11;'11.:5 ./1w. IJ}/-1(f,lp 17 ( /991, /J;t<;nlY"...jV/'ofEtP '91 of Cj~S() _'I:.;I,'!I'I '..', , ,'.1 , ~ ~ ~'C (f, "", ::s:; ~I' ~ ~, (' .:r \'.i - ~~ e:. is u.. ~ ~ ,,' , ' , Fll.E!J..()FFICE 'OF TH': r.fYm-:n~!',)T,tIFlY 9UES 19 PN /I 51 CUMbEHU':\/O (;,jUN1Y PENNSYlVANIA '.. ~..; ~}.t; "" ;r)~1 .. ....... ,,"';;j ~.:~ 'l1J ;"'9 ,'1~ ';0- -, ". '::I o , , , , . '-. APR ZtI I ~l fH '95 or i ili (o11l'L, ! Fr,",'t: I; . , I fli.'l: lUII.')/,.\rll l'I\!.';1 rY ',it .'. .' I! . IN THI COURT or CONNON PLIAS or CUNBIRLAND COUNTY. PENNSYLVANIA LISTER K. STONE, Plaintiff I CIVIL ACTION - LAW I : NO. 9t/-35~3 t~~, I I I IN DIVORCE v. DOROTHY J. STONE, Defendant NOTICE YOU HAVE BEEN SUED IN COURT. If you wish to defend against all 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 the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the prothonotary at the Cumberland County Courthouse, Carlisle, Pennsylvania. IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, COUNSEL FEES OR EXPENSES BEFORE THE FINAL DECREE OF DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Court Administrator 4th Floor, Cumberland County Courthouse Carlisle, PA 17013 (717) 240-6200 h~'~ ". (9 Gregorr~.' eed,i:squire Attorney for Plaintiff ~ , IN THE COURT or CONNON PLEAS or CUMBERLAND COUNTY. PENNSYLVANIA LESTER K. STONI, I CIVIL ACTION - LAW Plaintiff : I v. I NO. I DOROTHY J. STONE, . . Defendant I IN DIVORCE COMPLAINT AND NOW, this 11~3- day of June, 1994, comes the Plaintiff, Lester K. stone, by his attorney, Gregory R. Reed, Esquire, and files this complaint In Divorce of which the following is a statement: COUNT II DIVORCE No-Fault. - section 3301(c) l. Plaintiff is Lester K. stone, who currently resides 216 Faculty Road, Duncannon, Perry county, Pennsylvania. 2. Defendant is Dorothy J. stone, who currently resides 230 Salt Road, Enola, Cumberland County, pennsylvania. 3. Plaintiff and Defendant have been bona fide residents in the Commonwealth of Pennsylvania for at least six (6) months immediately previous to the filing of this Complaint. 4. The Plaintiff and Defendant were married on September l4, 1941 at Hagerstown, Maryland. 5. A Complaint For Divorce was filed by Defendant on July 22, 1983 to No. 2166 Civil - S 1983 but on October 28, 1986 the case was dismissed for inactivity ptlrSuant to Cumberland County , Rule of Procedure No. 228. 6. The marriage is irretrievably broken. 7. The Plaintiff has been advised of the availability of counseling and that the Plaintiff my have the right to request that the Court require the parties to participate in counseling. WHEREFORE, Plaintiff requests your Honorable Court to enter a Decree of Divorce, divorcing the Plaintiff and Defendant. COUNT II: EOUITABLE DISTRIBUTION B. Paragraphs 1 through 7 are incorporated by reference hereto as fully set though the same were set forth at length. 9. Plaintiff and Defendant have legally acquired property, both real and personal, during their marriage from September 14, 1941 through ~ebruary 1, 1994, the date of separation, all of which is "marital property". lOr Plaintiff and/or Defendant have acquired, prior to the marriage or subsequent thereto, "nonmartial property" which has increased in value since the date of the marriage and/or subsequent to its acquisition during the marriage, which increase in value is "marital property." ll. Plaintiff and Defendant have been unable to agree as to an equitable division of said property to the date of the filing .' AfrIDAVIT Lester K. stone, being duly sworn according to law, deposes and says: 1. I have been advised of the availability of marriage counselling and understand that I may request that the court require that my spouse and I participate in counselling. 2. I understand that the court maintains a list of marriage counselors in the Domestic Relations Office, which list is available to me upon request. 3. Being so advised, I do not request that the court require that my spouse and I participate in counselling prior to a divorce decree being handed down by the court. I understand that false statements herein are made subject to the penalties of l8 Par C.S. Section 4904 relating to unsworn falsification to authorities. -~ ~A ~~ L~t;f . stone Sworn to me this 1994. and subscribed before a.nd day of June, '11..111 I ~..d.w>>-, NOTARIAL SF:AL NANCY L. ANDEW,O'/. Nutary Public City or H.1rr1sbIJrt. Ddl)ph,q COljnty My C.mmi..i.n Expir.. A"~ust 5. 1996 I' " '. a; , ~ ~~ ~ - .' :-r.: , ~ p- . ~ ~~ \i) ...1 .r fl - ~ \. ~~ " ~- ,.... ~ , ~~. . . '-r) :.t ~' ."-1 ~ ......... ~i ~I ~. ~ J 0 ~ I~ f~ ~ ~ I ~I!I . ~~ > ~;~ ~ . lill! . >:l ~ ~2; ~ I 'f ~ . ~ Facts: Date of Marriaae: September 14, 1941. Date of SeDaration: Husband claims that the parties separated on February 1, 1994. Complaint in Divorce at '9. Husband also avers that the parties have been separated in excess of fifteen years. Plaintirr's Petition for Bifurcation at '3. Wife maintains that the parties have been separated since 1961. Number of Marriaae: First for both parties. Plaintiff: Husband Lester K. stone is 76 years old [DOB: 6/8/18). He resides at 216 Faculty Road, Duncannon, Perry county, Pennsylvania with the parties' daughter Marion and her family. DefencJAnjo: Wife Dorothy J. stone is 73 years old [DOB: 12/10/21). She resides in the former marital residence at 230 Salt Road, Enola, Cumberland county, Pennsylvania. ~ Apalication or Relevant Caselaw: Although Husband clearly has a right to request the divorce be bifurcated, Wolk v. Wolk, 318 Par Superior ct. 311, 464 A.2d 1359 (1983), the disadvantages to Wife in this case far outweigh Husband's interest in "getting on with his life." The areas presenting the greatest prejudice to Wife are as follows: Death of One partv If one party dies during the pendency of the divorce action, the surviving spouse risks the loss of benefits under the probate, estate and fiduciary code. Because that individual is not the surviving spouse, he or she will not be entitled to an elective 2 share of the decedent I s estate. Additionally, the Probate Codtl now provides that If a person domiciled in this Commonwealth at the time of his death is divorced from the bonds of matrimony after designating his spouse as beneficiary of a life insurance policy, annuity contract, pension or profit-sharing plan or other contractual arrangement providing for payments to his spouse, any designation in favor of his former spouse which was revocable by him after the divorce shall be come ineffective for all purposes unless it appears from the wording of the designation or from either a court order or a written contract between the person and his spouse that the designation was intended to survive the divorce. Unless restrained by court order, no insurance company, pl!lnsion or profit-sharing plan trustee or other obligor shall be liable for making payments to a former spouse which would have been proper in the absence of this section. Any former spouse to whom payment is made shall be answerable to anyone prejudiced by the payment. 20 Par C.S.A. S 6111.2 (Purdon Supp. 1994). In this case, Husband has a pension with th~ city of Harris- burg which will go into pay status in February 1995. Husband also will receive a lump-sum payment of his contributions in excess of $24,000 exclusive of interest earned on that sum. The divorce decree not only will compromise wife's interest in this benefit but also will extinguiSh her rights to the "spouse's pension" to which she is entitled as a surviving spouse. Finally, the Dead Man's statute may prevent certain testimony at the equitable distribution hearing, an outcome with potentially adverse impact on the surviving spouse. 3 provertv and Third-Partv Riahts In this case, the parties own as tenants by the entireties improved real estate situated at 230 Salt Road, Enola, Cumberland County, Pennsylvania. Entry of a divorce decree converts property held in tenancy by the entireties to tenancy in common. 68 Pa.S.C.A. S 501. This may create a problem if one party has credi tors seeking to attach property which no longer is held jointly. Such risk is compounded in cases such as this in which the parties have been separated for a long period of time and one spouse is unfamiliar with the other's financial status. The solvency of the marital estate thus may be affected in terms of its availability for distribution. See Fidelity Bank v. Carroll, 416 Par Super. 9, 610 A.2d 481 (1992); Kronz V. Kronz, 393 Par super. 227, 574 A.2d 91 (1990); Klebach I,. Mellon Bank, 388 Par Super. 203, 565 A.2d 488 (1989); and Jawork V. Jawork, 348 Par super. 89, 548 A.2d 290 (1988). These cases highlight not only the conflicts which may arise between the parties' rights to the marital estate and the rights of creditors, but also the situations in which creditors effectively may defeat a spouse's interest in the marital estate. Keystone Savings Association V. Kitsock, 429 Pa. Super. 561, 633 A.2d 165 (1993) does not warrant a contrary result. Although marital property converted from tenancy by the entireties to tenancy in common remains in custodia legis, substantial prejudice to the former spouse militates against bifurcation in cases such as 4 this. see, e.g., In re Pollard, 152 B.R. 51 (W.D. Par 1993)(non- debtor former spouse was unsecured creditor and lost equity in marital residence); Nicols V. U.s. (92-1404 Memorandum Op., J. Bloch) (state law of in custodia legis inoperable to prevent attachment of federal tax lien). Retirement. Pension and Health Care Benefits Unless protected by a proper domestic relations order, the former spouse's entitlement to pension and retirement benefits may be impaired irreparably if the divorce decree is entored without such order. See also 20 Par C.S.A. S 6111.2 and discussion, supra. In the instant case, Husband collects a railroad retirement pension. Annuities under the Railroad Retirement Act, 26 U.S.C. S 3201 et seq., are comprised of independently-calculated components called "tiers". The "tier I" (social security level) component is not divisible in divorce actions. The "tier II" component, which is computed on the basis of railroad service alone, is divisible. Former spouses are entitled to a portion of this divisible tier II benefit. wife's entitlement to her portion of the tier II benefit may be lost if the court enters a divorce decree prior to resolu- tion of this issue and entry of an appropriate order awarding Wife this benefit. With respect to health insurance, entry of a divorce decree terminates the former spouse's benefits. Even if continuation of coverage is available under COBRA, the former spouse may not be able financially to afford the premiums. Additionally, depending 5 ..001' o. ..aVIe. "j j;"II i'l,j , I I hereby certify that I am this day serving the foregoinq brief upon the persons and in the manner indicated below which service satisfies the requirements of Pa. R.C.P. 440: Service by fax and hand-delivery addressed as follo~s: Greqory R. Reed, Esquire 2423 North Third street Harrisburg, PA 17110 Attorney for Plaintiff l"l " , !l:.u.-&.u:.tt ~c,Z- Theresa Barrett Male, Esquire 'I I,', "I t 1 " 'j Date: April 18, 1995 , , ~ ~~ ~ ~ ~~ - 1~lr lId '. 10. . ~ .. . . IN THE COURT or COMMON PLEAS or CUMBERLAND COUNTY. PENNSYLVANIA LESTER K. STONI, Plaintiff v. NO. 94-3583 civil Term DOROTHY J. STONE, Defendant CIVIL ACTION - DIVORCE MEMORANDUM IN SUPPORT OF PLAINTIFF'S PETITION FOR BIFURCATION FACTS Lester K. stone, Plaintiff, is 76 years of age, having been born on June 8, 19l8. He currently resides with his daughter and her husband at 216 Faculty Road, Duncannon, Perry County, Pennsylvania. Mr. Stone is a retired railroad employee. Defendant, Dorothy J. stone, currently resides in the marital home at 230 Salt Road, Enola, Cumberland county, Pennsylvania. She is 73 years of age having been born on December lO, 1921. Mrs. stone is a retired PENNDOT employee. Plaintiff and Defendant were married on September 14, 1941 and have two (2) adult children. Although Plaintiff and Defendant have lived in the same home intermittently since their marriage they have not lived together as husband and wife for at least 15 years. Between 1982 and 1988 Mrs. Stone lived in Florida and had a boyfriend. In early 1994 Mrs. Stone forced Mr. Stone to leave the marital home. He has resided with his daughter in Duncannon, Pennsylvania since then. Mr. stone is in very poor health. He suffered a seizure in June, 1994 while driving a vehicle. This resulted in a traffic accident causing him serious injuries. He was hospitalized in the Polyclinic Hospital in Harrisburg, Pennsylvania from June 4, 1994 to August 5, 1994. The unresolved divorce action continues to weigh heavily upon him ana affects his emotional and physical well-being. On July 22, 1983 Mrs. stone filed a divorce complaint to 2166-S-1983, Cumberland County, Pennsylvania, but the action was purged due to inactivity. In March of 1994 Mr. stone attempted to resurrect the 1983 divorce action but that was opposed by Mrs. stone and her attorney, Donald B. Owen, Esquire. To avoid unnecessary litigation Mr. stone simply filed the instant divorce action. On June 27, 1994 Donald B. Owen, Esquire notified Mr. stone, through his counsel, that he would not be representing Mrs. stone any longer. On July 28, 1994 Theresa Barrett Male entered an appearance on behalf of Mrs. stone in the instant case. On August ll, 1994 Plaintiff served Defendant with Interrogatories for Answer by Defendant. Defendant's Answers to Interrogatories were not filed until after the Petition for Bifurcation was filed. The Answers are woefully vague and 1 incomplete. ISSUI Question: IS BIFURCATION IN THE INSTANT CASE WARRANTED? SUGGESTED ANSWE~ YES ARGUMENT l. The Darties have in fact lived as divorced DeoDle for at least 15 vears. The parties have not had a sexual relationship for at least 15 years. Even when residing in the same household they maintained separate sleeping quarters and did not venture into the other's bedroom. The marriage has been irretrievably broken for at least l5 years. Plaintiff and Defendant used the same kitchen to cook meals but they did not dine together. Plaintiff and Defendant did not visit mutual friends or family together and did not entertain their children and grandchildren together. In fact, Mrs. stone has neglected her family for many years while Mr. Stone has maintained a close, loving relationship with all of his children and grandchildren. Plaintiff and Defendant maintain separate bank accounts, separate retirement plans and Defendant has maintained considerable investments in her own name for many years. 1 " Furthermore, Mrs. stone has maintained a longstanding extramarital affair which caused her to establish a Florida residence for almost six (6) years. Even after returning to the marital home in 1991 Mrs. stone did not attempt to reconcile the marriage. This is a prime case for bifurcation. In Mackev v. Mackey, Par Super , 545 A.2d 362 (1988) the Pennsylvania Superior Court recognized the appropriateness of bifurcation where the parties are merely "housemates." However, for other more compelling reasons, bifurcation is warranted in the instant case. 2. The Dendino Divorce is an emotional burden on Mr. Stone and further delav will exaSDerate his condition. Mr. Stone and Mrs. Stone have lived separate and apart for at least 15 years. Mr. stone has wanted this divorce for most of those 15 years but Mrs. stone and/or economic issues have stood in the way. Now, at age 76 and in a broken physical condition he needs the divorce for his own emotional and physical well-being. Bifurcation will enable each party to live the last years of their lives as separate individuals maintaining the lifestyles they have grown accustomed to over the past l5 years. "Bifurcation separates the termination of the marriage from the distribution of property so that the marriage and each party's .i personal life are not held hostage to economic demands." wolk v. Wolk. supra at 315, 364 A.2d at 136l, as cited in Leese v. Leese, Par Super. ____, 534 A.2d ll01 (1987). 3. Bifurcation will eliminate the basis for Mrs. stone's delav and actuallv saeed ua resolution of the economic issues. Mrs. stone opposes bifurcation for one very invalid reason, to wit: money or its equivalent. She has done everything in her power to delay the resolution of the economic issues in the hope that Mr. Stone will die and she will gain title to the real estate as the surviving spouse. Defendant did not answer Plaintiff's Interrogatories for a period of over six (6) months and probably would not have answered them on February 7, 1995 if Mr. stone had not filed a Petition for Bifurcation. When Plaintiff did answer the interrogatories the answers were ambiguous and vague. She answered an interrogatory regarding her safe deposit box which called for a specific and detailed response by stating, "...Defendant maintains miscellaneous documents in this safe deposit box." She answered interrogatories regarding her savings and loan accounts, certificates of deposit, savings bonds, treasury notes, shares of stock, securities or other investments by stating: "Defendant has no records, nor has she been able to secure any records... at the time of separation." Defendant ~ continues to live in the marital residence and all financial records are available at her residence. More importantly, Defendant revealed on her 1994 Income Tax Return that she had the following Interest and Dividend Income: Department of Treasury-------------$ PSECU------------------------------ Corestate-------------------------- Cores tate - Saving Bond------------ 750.00 586.98 l238/07 566.34 Yet, in her answers to interrogatories the only revealed investment or other source of compensation revealed by Mrs. stone, other than Social Security and Retirement, was an IRA with PSECU with a balance of $20,765.99. She failed to list her other investments with the U.S. Government and Corestate. Obviously, Plaintiff must now consume additional attorney's fees and probably many more months of time by filing a Motion to Compel or some other effort to compel accurate responses from Mrs. stone. The Mackev Court emphasized that it is important to grant the bifurcation petition so that Defendant must come to the table and fully disclose her assets so that an equitable distribution can be accomplished. Bifurcation in the instant case, as in Mackev, will assist in speeding up the equitable distribution of assets instead of delaying the process. In a letter from Donald B. Owen, Esquire dated May 7, 1994 he states the following regarding Mrs. Stone's intentions: The bottom line for the moment seems to be i that we are still miles apart in resolving this matter with or without a divorce. It would appear that you will have to file a divorce complaint and proceed with discovery. Mrs. stone is adamant about protecting ~ savings accounts, notwithstanding the concept of marital property. She seems very prepared to defend her notion of equitable distribution to the death or jail, whichever occurs first. Thus, without bifurcation, this divorce may never be granted and the equitable property issues will be held hostage. In Leese v. Leese, ___ Pa.Super. ___, 534 A.2d 1101 (1987) the wife-defendant was 56 years old and the husband-plaintiff was 85 years old. The trial court found that the "Wife-Defendant believed that she would benefit financially by delaying the divorce and acquire a greater interest in the entireties real estate if her husband dies before a divorce decree." The appellate court found that this was an inadequate reason for denying the bifurcation petition. In fact, the court ruled that if a husband did die after a divorce has been granted the economic claims would be vested. By virtue of equitable distribution of marital property and the disposition of other economic claims, some property may become an asset of the decedent's estate and shall be treated by the personal representative as any other estate asset. ~. at 429, 503 A.2d 442 (footnote omitted). See also Katz v. Katz. suora at 476, 514 A.2d at 1382 as cited in Leese. 1 4. Defendant cannot avoid a divorce forever ~erelv to avoid the Dotential loss of benefits. Defendant openly opposes bifurcation because she may lose some retirement benefits or other financial benefits. This is a circular argument. She doesn't want bifurcation because she perceives it as not being in her best interest. Defendant "wants her cake and also wants to eat it." She has lived the life of a divorced woman for decades but refuses every effort on the part of Mr. Stone to conclude the marriage and the economic issues at the same time. He has grown weary and now primarily wants the divorce. If she truly wants to resolve the economic issues that can be done after the divorce is granted. other courts have recognized that the possible or potential loss of benefits is no reason to deny bifurcation. Obviously someone may lose something of value or bifurcation would not be a disputed issue. For example, in Conrad v. Conrad, l2 D&C 4th 39 (1990), the trial court concluded that although certain benefits may terminate on divorce that loss may not be legal cause for delaying the divorce. The loss of such benefits cannot be avoided forever. In addition, the loss of such benefits may be adjusted by equitable distribution and alimony where warranted. Furthermore, in the instant case, Defendant cannot establish the loss of any such benefits, only the potential of such loss. I " ' ~ ~ 0 ~ PI :t: I ~~ ~11~1 oj J U @s~~ . > '21 ~~ ~ !;~~ . . iii ~ ~ i><: "J ~ ! ~ 9.~ '0 . .. '. . . . . . . IN THE COURT OF COMMON PLEAS or CUMBERLAND COUNTY. PENNSYLVANIA LESTER It. STONE, I Plaintiff/Petitioner : I v. : No. 94-3583 civil Term DOROTHY J. STONE, Defendant/Respondent . . CIVIL ACTION - DIVORCE PETITION rOR BIFURCATION AND NOW, this 13th day of March, 1995, comes the Petitioner, LESTER K. STONE, by and through his attorney, Gregory R. Reed, Esquire, and files this Petition for Bifurcation of the divorce proceedings, the following being a statement: 1. The parties were married on september 14, 1941 in Hagerstown, Maryland. 2. As a result of many unhappy and irreconcilable differences, a complaint In Divorce was filed on July 1, 1994, averring that the marriage is irretrievably broken. A copy of said complaint is attached hereto as Exhibit "A". 3. The parties have been separated in excess of fifteen (15) years. 4. The Petitioner and Respondent request and preserve all ancillary claims of alimony, alimony pendente lite, counsel fees, costs and expenses and equitable distribution of property. 5. Extensive discovery which will be required with regard to Respondent's ancillary claims, has been commenced. Such discovery will, by necessity, be protracted for many months. 6. The Respondent will in no way be prejudiced by the entry of an Order for Bifurcation. 7. The benefits of granting the Bifurcation outweigh any disadvantages. WHEREFORE, the Petitioner prays this Honorable Court to enter an Order bifurcating the divorce action and retaining jurisdiction of all economic claims properly before it. Respectfully submitted, Gr~~~qU1re Attorney for Petitioner 2423 North Third street Harrisburg, PA 17110 (717) 238-0434 IN THE COURT or COMMON PLEAS or CUMBERLAND COUNTY. PENNSYLVANIA LISTER It. STONE, pldntift CIVIL ACTION - LAW v. NO. ~II ":.35 V (,/l~?'1, DOROTHY J. STONE, Defendant IN DIVORCE NOTICE YOU HAVE BEEN SUED IN COURT. It you wish to defend against all claims set forth in th$ foliowing 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 ot 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 papars by the ~laintitf. You may lose money or property or other rights important to you, including custody or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown ot the marriage, you may request marriage counseling. A list ot marriage counselors is available in the ottice of the ~rothonotary at the Cumberland County Courthouse, Carlislo, ~ennsylvania. IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF ~RO~ERTY, COUNSEL FEES OR EX~ENSES BEFORE THE FINAL DECREE OF DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS ~APER TO YOUR LAWYER AT ONCE. IF YOU 00 NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OF~ICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Court Administrator 4th Floor, Cumberland county Courthouse Carlisle, PA 17013 (717) 240-6200 ~; /;-' 'i 1./ ..#i;L,~/C;,~ ,. GregorY'R. R~ Esquue Attorney for Plaintiff EXHIBIT "A" IN THE COURT or COMMON PLEAS or CUMBERLAND COUNTY. PENNSYLVANIA LISTER. K. STONE, . CIVIL ACTION - LAW . plaintiff . . . . v. : NO. : DOROTHY J. STONE, . . Defendant . IN DIVORCE . COMPLAINT ;')tJ" AND NOW, this 0' ;....- day of June, 1994, comes the Plaintiff, Lester K. stone, by his attorney, Gregory R. Reed, Esquire, and files this Complaint In Divorce of which the following is a statement: COUNT I: DIVORCE No-Fault - section 3301(c) 1. Plaintiff is Lester K. stone, who currently resides 216 Faculty Road, Duncannon, Perry county, Pennsylvania. 2. Defendant is Dorothy J. stone, who currently resides 230 Salt Road, Enola, Cumberland County, Pennsylvania. 3. Plaintiff and Defendant have been bona fide residents in the Commonwealth of Pennsylvania for at least six (6) months immediately previous to the filing of this Complaint. 4. The Plaintiff and Defendant were married on September 14, 1941 at Hagerstown, Maryland. 5. A Complaint For Divorce was tiled by Defendant on July 22, 1983 to No. 2166 Civil - s 1983 but on October 28, 1986 the case was dismissed for inactivity pursuant to Cumberland County Rule of procedure No. 228. 6. The marriaq8 is irretrievably broken. 7. The plaintifl has been advised of the availability of counseling and that the Plaintiff my have the right to request that the Court require the parties to participate in counseling. WHEREFORE, Plaintiff requests your Honorable Court to enter a Decree of Divorce, divorcing the Plaintiff and Defendant. COUNT II: EOUITABLE DISTRIBUTION 8. Paragraphs 1 through 7 are incorporated by reference hereto as fully set tho~gh the same were set forth at length. 9. Plaintiff and Defendant have legally acquired property, both real and personal, during their marriage from September 14, 1941 through February 1, 1994, the date of separation, all of which is "marital property". 10. Plaintiff and/or Defendant have acquired, prior to the marriage or subsequent thereto, "nonmartial property" which has increased in value since the date of the marriage and/or subsequent to its acquisition during the marriage, which increase in value is "marital property." 11. Plaintiff and Defendant have been unable to agree as to an equitable division of said property to the date of the filing Al'I'IDAV'J;,% Lester K. stone, beinq duly sworn accordinq to law, deposes and says: 1. I have been advised ot the availability ot marriaqe counsellinq and understand that I may request that the court require that my spouse and: participate in counsellinq. 2. I understand that the court maintains a list ot marriaqe counselors in the Domestic Relations Ottice, which list is available to me upon request. 3. Beinq so advised, I do not request that the court require that my spouse and I participate in counsellinq prior to a divorce decree beinq handed down by the court. I understand that talse statements herein are made subject to the penalties ot 18 Pa. C.S. Section 4904 relatinq to unsworn talsification to authorities. --./~:l( ~./~ L~(er . tone Sworn to me this 1994. and subscribed before 'ltwJ day ot June, '-iJ""'1 I a..~ NOTARIAL SEAL NANCY L, ANDERSON. Notary l",bll. City or Ha'mbur~. Oauoh,o Countl My Commi...,n E,p,'tt A"u.t ~. 1996 , " ~ ~ .~ I I 0 ~ i .~ m ';1 ~ i!lli ~ ~ ~~~~ ~~ :: ~I ~ ~ !r~ ..j~ e ~IIIE ~p.. ~ ~~ ~ I ~ ~ ~~ p.. , , , , ,.,.. . ' MAR 1 3 19j~ . , ~~ ..t. ",", ..::... t') 1 4 F-' SHERIFF'S RETURN vs In the Court of Common Pleas of Cumberland County, Pennsylvania No. 94-3583 civil Term Complaint in Divorce & Notice, Plaintiff's Interrogatories for Answer by Defendant & Plaintiff's Request for Production of Documents C<M<<JNWEALTH OF PENNSYLVANIA, COONl"l OF CLl'lBERLAND Lester K. Stone Dorothy J. Stone Michael Barrick , 91R!ffClEJlt Deputy Sheriff of CUnberland County, Pennsylvania, who being duly sworn according to law, sars, Complaint in Divorce & Notice, Plaintiff s that he served the within Interrogatories for Answer by Defendant & Plaintiff's Request for Production ot Documents upon Dorothv J. Stone , the defendant, at 9: 29 o'clock A .M. IlfiIl! / EDST, on the 14 th day of July 19 948t , - 230 Salt Road, Enola , Cunberland County, Pennsylvania, by handing to Dorothy J. Stone, Defendant Compla~nt ~n u~vorce ..-NOth.;", Plal"Llff's a true and attested copy of the Interrofatories for Answer by Defendant ~ Plaintiff's Request for Product~on ot uocumencs and at the same time directing her attention to the contents thereof and the "Notice to Plead" endorsed thereon. Sheriff's Costs. Docketing Service Affidavit Surcharge 14.00 8.96 So answer~ ~?? , f~~?'''~ 1'%""'''''''' 2.00 ~~ Pd. by Atty 7-15-94 R. Thomas Kline, Sheriff ~) " ! / / " Sworn and subscribed to before me by ~._ Deputy Sher this ~I...t day ofJ,..:,. --- , I 19_.2.L A.D. 'J'fk (, Itt.<.U,__ :ILO",/ Prothonotary 1\)1 " . TH...1tIA BalUllITT MAW COUN'.LOR"T LAW 10lOUTH MA"K.T !QU"". IUIft 100 HA""'..U"...... 17101 o.p_1 01 tho Tr.uury -- Internll Revonu. ServIoe fOlm 1040 U.S. Indlvldu811ncome Tax Return i' : LESTER .. ROTHY 0Ih0r- , wloe. H p1e- · 230 SALT RD print " 0I1ype.' NOLA Preelclen.... lIecllon eamp.Ign flUng Stetu. (See pogo la.) Check only one bow, Ex_pUon. (See pogo 13.) If mor.lh.n IIbc depeoden". _ pogo 14, Incoml Altoch Copy 1 01 v- forme w-a, W-2G._ 1000-R h.... If you did not get I w-a, ... pogo 10. If you 11'. Inachlng I check 01 money ordot, pul If on lop 0' Iny forma w-a. W-2G,OI IOH-R. AdJu.lmlntl to Incoml (500 page 20,) AdI, 01, Incom. Hln 1040'2 IA6 U.IOftI -- nu nul .."te ur II' II In I'''' 'PI!;'. ,It OMB No, 1114&-0074 VOU, eoclll_ur1ly number 204-03-3975 Spou.... _III _ut1ty 110. 179-l2-4404 1993 '0,1111 ..,Jl.n.l-DlC,.1t '")0'011'1",.. ..'111 ,.,UII 'I".ndl" K J STONE STONE CORRECTED COPY " Nole: Chec:kJng PA 17025 v.. No "Y.."wtI nolchange Do you wlnl $310 go 10 thllluod? .. , .. .. .. .. . . , .. . . . , .. , . .. . . . .. .. , . , , .. . , . X yoorlIX otreduce "I jolnl ,.lurn. does yoIlr spoulO Wlot $3 \0 go \0 IhIa fund? , , , . , , , , , , . , . . . , , , , . , your refund. Single for PriVICY Act and PapeIWOrII ReducUon Act ltoUce. _ page 4. X MlI'rled nUng jolnl 'olurn (even If only one hid Incomo) fIlI"n,. Min. ","'11 "I"t", hili .,0".... SISH .IM.,.. ,,,11 "&!tl' ".fl.'" Ho.d 01 houlOhold (with qullllylng peraon), (see page 13,) If qullllytng peteon II I child bul nol your dependent. enler chlld'l nama hofl, ~ Culll widower with ndent child u.. died~18 , see 13. X VOUrMlt, If your plllol (or oomeono "OB) can clllm you II a dependent on his/her IIX} No, of ..... chlck.don .. b rn Spou... ~~~~'. ~,7.t. ~~ ~~, ~ .~I, ~ ~:~ ~ ~~ ,~w.~~ ~~ ,3,3,b, ~~ ,p,~. a ... " --L. c n-....n.nta. Chit. )".g. , 0'011:11', (4) 0 . .,', 5 No,o' Ho.o'your .,.".... IlInder d .'nd " tU I .p,n . 0 Ilrud In "". I I . ,n '10 . ,,1I110n.hlp to YOll our qm. C ,," on c: 'Hlmlllir.'.ln'lIll,tndlUln'''"J 'g.l ,nutll numb" In,gl:l who: 1 :l 3 4 5 8. d II yo", c"lld didn't hI with youlKllll clalmed II yout dlp,nd,,,' und., ,p',"l"~ .g,..m,n', ch.cll htr' . ... I Tolal oumbel 0' .xempllonl ela/mad.. .. . . .. , . , . , .. , , .. , .. . .. , , .. . .. , , . , . .. .. .. .. . , . , 7 W'II",IIIatI",tlp.,.I~All"'hfo'I\'I('IW-2 .ill::::!III: 7 118 r!il[:llt: 9 10 11 12 13 14 15 16b 17b 18 19 20 21b 81 TlXlIbl. lol.rosl Income (... plge 18), Anach Schedule B n ov., S400 , . , . . , . , , , . . , . , , b TIX-Ulmpt Inl.,esl (see pg. 17). DON'T Include on line 81 8b 2 720. II Dlvtdend Income, Anach Schedule B II OV8I S4OO, . , , , , , . .. , , , , , , , . , . , . , , , . , . .. , , , 10 T..lbIe ,elund., c,edlt., or OnlO" 01 ""1. and local Income '''os (see page 17) ".",.. 11 Alimony 'ecelved .. .. . .. . .. .. , .. .. . , .. , , , . . .. .. . .. .. . . .. . . .. .. . , , , .. .. .. .. . 12 Business Income 0' (loss). Anach Schedule C 0' C-EZ. , , , . . , , , , , , , . . . , , , , , , . . . , , . , 13 Capllal ga/n 0' (loss), Anach Schedule 0, . , .. . . . .. .. .. , .. . , .. . , , .. .. , . , , , .. , .. . , 14 Capilli glln dl.lJlbullool nol repon.d on line 13 (see page 17) , , , , , , . . . . , , . . . ' . , , , . . 15 Other glln. or (10....), Anach Form 4797.. , . , . .. .. . . . .. . . . , . . . .. .. . , , . , , .. , .. .. 161 TOllllRA dl.nlbuUool " ~ I b Texable emounl (see pg, 18) 17. TOI.llp'",ions&'/lnUIIIII ,. 178 b rU8b1e amount (see pg. 18) 18 R.nlal ,.11..,.,0. ,o,oIl1es, p.nno..hlp.. 5 corporltions, 1IIl"s, elc, Anach Schedule E . . ' 111 FlI'm Income 01(1059), Anach Schedule F.. , , , . , .. . .. . , .., ..,'.,..,....,...,.., 20 Ull8rT'4'loymenl comp.nslllon (see psg. 19). . , , , .. .. .. .. .. , .. , . , .. , . . , . , , . .. , .. , 21. SocIal SlCu"1y bef18nl. ' l!!!.1 16.596.1 b T...bl. emount (see pg, 19) 22 Other Income, 22 :l3 Add lhe emo'JOIO 10 lhe III' hi columo lor lines 71hrou h 22, Thl. Is u, Iollllncom. ~ 23 248 Your IRA deduclloo (... page 20), , , . , , , . . , , , , 241 b SpOUIO'. IRA deduclloo (... plge 20) , , , , , , , , , 24b 25 One-hall 01 """-.n,,loymeol ,.. (soo pogo 21) , , , 25 28 SelI-employo" helllh In.u,allCo doducllon (see pogo 22), 28 27 Keogh ,o'l'omenl pl.o & soIl,omplo,ed SEP deduclloo . 27 28 Penally on oatly wlthd,awal 01 S4Vlng'l 28 29 Allmooy pold. Roc'p,eol'. SSN. 29 30 Add lines 24a IhtOll h 29. fhoso all'! 31 Subl,ecl Ilno 30 110m lino 23 Thl!lltI NlF J4" our toLl. u",.".ntl , our ad ust.d 0.' Income . . . reparOfs CO'''''lht "0''''' Sart""", On'y, IiI' ,.,1((1, In. ,...11ll4UI . hid wUII )'OU . dlon.t live Willi you due to dl'llorce or ..,.,aUo" (... pI,.,61 o,p'''d'nt. on 10 not ,.,It"d abovI Add numb.,. .nl.r.don Mn"lbOIlI 3 952. 78. 136. 13 553. 17 719. 30 31 Ihon 17 O. 719. t olm Form HMO'IHIl' LES ER - - P- 32 Amounl ~o~"u 3' (Idlu.lod Q'O"'o;"") , ",.. .n~;~~""'.' 32 17 719. Tax 338 Chec:II M: Vou WI" &e/oldol, BII"d; ~ Spou.. wee 6Il/01dol. Compu- Add IhI..."lbof 01 bo... chockod lbovo Ind oulor the 10lal hot. , , , . . . , . . . . 331 ....- IIUon b II you, p...,,1 (01 00""''''' 0100) can dllim you.. I dGpandonl, chock hot.. . . . 33b (See Poge o II you "" mlrrlod "'ng ~lIlloIy Ind you, ~"lIom1l" cloducllOn. . 330 or you ... I dual-lIll\). Ion, 600 pllQft 24 I d chock hoIo , . . , . , , , , . . , . , , 113.) 34 r--'-&-"."" } Enlor Slanderd deducUon .hown boIow 101 YOU' 11II ollhJO, luI" 011 checked :- flny bul on IInl 331 or b, Il" 10 p~ 24 10 '1Il.d your .tlnd'Jd doducllOn, rgel I you checked bul :I3c. you, olin lid do.AJcllOn 10 1OI0, 01 . Single -- $3,700 . H.ld 01 houlllhold -- $ll,41lO 34 7 600. your: . MII'lod ~lIng IOlnlly 01 QuII'lylng Wldow(or) -- $6,200 . MII'lod IIl1ng oeplllloly -- $3,100 35 Subll'ecU"" 34 tram U"" 32.. , , , , , , , , . , , , , , , , . . , , . .. , , , , , , , , . , , . . . . . .. . . .. . , .. .. 35 10.119. 3lI II 11'18 3210 SIll ,31lO orleoo, rrolUply $2,31lO by lho 10111 numbot ol.'llfT4lllono delmod on 1""110.111"" 321. ov.. $81,360, ooolho wo,kohoot on pogo 2~ 10' lho emounllo .nl.. . . . , , . 38 4.700. "youw"", 37 Taublalncom., SubulClllno 361,01ll II"" 3~, Ill1no 3610 mo,.lhln llno 3~, onl., -0-, . . . . . , 37 5.419. the IRS 10 38 T... Chock II trom a ~ T.. TlbIo, bo T.. Rata SChedu..., o Sch. 0 Ta. llgure YOU' G Wo,hhllll. ....- 0' dO Fo,m 881~ (180 pogo 2~), Amounltrom FOrm(') 6814 .. 38 814. poge 24, 311 Additional I.... (000 pogo 2~), Chock III,om a 0 Form 4970 bO Form 41172 ,.,..... 39 O. 40 Add II,,"" 38 and 38.. , ... ' , , , , . , , . , . , .. . , . , . . . , . . . , ' , . , , , . , . .. .. .. .. , .. . . . , . . 40 814. 41 Ct.dIt lor Child & dGpandonl CII. .'p, AnlCh Form 2...., . . , . . 41 ;";,<" e,edltl ':1111 42 C,adlllor Iho oIdotty OIlhe dl.lbI.d, AnlCn Schedule R , , , , . , 42 !I} ;:,, (See poge 43 FOIttlgn I.. Cladl!. AnlCh Fo,m 1118 . , . . , , . , , . , , . . . , . , , , . 43 i'I'. 'I" as,) 44 Other Clldllo (0Ge pogo 2~), Check II tram a 0 Form 3800 !'!Ir' b 0 Form 8388 .0 Fo,m 8801 dOForm 44 llill,i:':1 I ~ Ii : I ,I: 45 Add U_ 411hrough 44", , , . , , . , ., , ., ... . ,. , . ." " " . , , . . . , . ,.. . , " . .".,.,.., 45 O. 46 SubullC1 U"" 4~ trom II"" 40. Ill1no 4810 mo,. thin I"" 40, Inter -0-. . , . . . . . . , , , . . , . " . . 48 814. Oth.r 47 SoIl-amploymonll... AnlCh Schodule 5E, Aloo, .....lIno 2~. . . . , . . . , ' . , , . . , , . . , . , , , . , , , 47 Tax.. 48 AIlernallve mnlmum I.., Anlch Form 62~1 , . , . .. , ' . , , . , .. . , . . . . .. . . , .. .. . .. . . , . .. . . 48 411 Recaplurll..es (088 plgo 26). Chec:IIlllrom a o'.,m "" b 0 Form 8611.0 Form 8828, . 49 50 50clalllCurlty & Modlcllo I.. on Up Incomo not ,eponod 10 omploy." Anoch Fo,m 4137, . , . , 50 51. T.. on qullllled rollremonl pllno, Including IRM, II roqulrod, .nath Form ~29 . , , , , , , , . . , , . 51 52 Advance ollned Incomo aldll plymonlS I,om Form W-2, , , , , , . . . , ,................... 52 .'il'l"lll ;,11111.. 53 Add U_ 481hrouoh 62, Thlol. vou' ..lal tAl, , . , . . , , , , , , . . . , . . ' ,.....,...,........ 53 814. Plym.ntl 54 ,.d".lln,om. tI. wlltll'l.ld, Illny.. Irom '0''''(')109'. ch.cll .. ... 0 54 156. lilllllllllll 55 1883..1.1.. paymonlS lod lITlOunt applied Irom 1802 rolurn., 55 904. !ill,.I" 58 Earned Incom. .reclt Mech Schodul. EIC, , , , . , . . . , , . , . , 56 li!IIII'1111: 57 Amount peld with Form 41168 (olltonolon roque..) , . , , . , . , . ' . 57 '1'1:'1' _h 581 Exceoo lIOcIeloecurlty, Modlc.,a, & RRTA I.. wilhhold (...... '" 588 iiii",I: FOtme W-2, b DolOlrll 01lddltlonll1903 I..os, Anech Fo,m 6841. , . . . , , , , . 58b "11'11 W-2G, and '( 1088-R on 59 Olh., p..,,,"",,, C hlClI ill,olll .0 Form 2439 b 0 Form 4138 59 ;:'ri P.1, '1,/1, 1;1 60 Add 11_ Sol Ihrough 59, Tho"" .,. vour totol Davmanls , , , . . . , , , . . , . . , , , . . . . , . , , , . , . 60 1. 060. Refund or 61 II II no 60 I. mo,o thin IIn. ~. subuoct llno ~ ',om llno 60, This ,S lho lITlOunt you OVERPAID. 61 246. Amount 62 Amount 01 Une 81 you wool REFUNDED TO YOU.. . , . , , .. . , , . . , , , , .. . . .. , , .. .. , .. . . 62 You Ow. 83 Amounlofllno 61 you Wlnl APPliED TO 1994 EST,lAX" . ~ 246. :111,:;'11 &4 II line ~ I. moro thin 11110 60, oublroclllno 60 tram llno ~, This 10 lho AMOUNT VOU OWE. Fa, dellll. 00 how 10 poy, Indudlng whltto wrlle on your paymo",l. i peg. 29, . . . , . , , . , . . 64 85 Estimaled I.. oon_ I.... oaao 291, Also loclude on 11110 64, , , 65 :'lii'LI;'lil,1 Iilli,llillli,llllili,I!11 I I , 'i I, Sign Her. ~ a copy o"liIa ,.",n lor you, 'ecIlrd.. Plld Pllpar'''1 U.. Only H,n 104012 T K STONE 204 03 3975 2 Under penattles 0' porJury, I doclare Ihall havo OXamlnod Ihis rolurn and accon)panylng schedules and sI8t~ntl, and 10 lhe best 01 my knowledgo and bellol, Ihey 110 Iruo. COHOCI, ond complele. Decl_tallOn 01 pr.p.,., (Olhol' Ihan ".payer) Ie b_ on II Information 01 which pmpalor has any know1odgo II. Your s1gollur. Dato Vou, occuplllon , ETIRED ~ Spouse's slgnalure. II a joint tolurn, BOTH musl 319n, Oalo spou..'. occuplllon ETIRED Prtpator's ~ atgnaluf. , .-----:-0---.-. .._~-- --~- Firm'. name (or ro"" Ka r t 1 C C. Da s s :,~~..l'=YOd .1.25- N:EnoTil Dr Enola-------- DOlo 2-15-94 Chock II Prep.."'o oocIallICurlty no, soIl-llfT4lloyod 08-42-2609 E.I, N023-2237780 ZIPcodo Pa 17025 CPA va NtF 1411.1 Prop..... EdlllOn Copytlllh' 'on". ~I)H"'''fI Ilnly_ "1'11 ~"'Io n I"" N'lll"."1 ~IL~11:d~:~:I: :::n M MIllIod, ning IIOplllloly T Jolnl CllIlm fo, Till Forglvo o Docoloed, Final ,olum O,tlol 0,111 RESIIlfNCY STATUS: (Chock Only II A Pili-YO" Rooldonl) P P.,I y,. AUld. holl'l un to NAMElADDRESS LABEL OPTION Ch.cll hi"~ I' 'tow Ptltl. ,"p"" and "011 on I)' ..,nllo "UIY" """,lldd,... "'b.1 nul ..r, CIlecll ..... II tIllI II I chin," 01 _... from lilt ..,'I ..tum. SCHOOL DIST. NAME (whor. you ivod Ole, 31, 11183) I... ,.,..,..d II EPASD 21250 11. ollon COMPlNSATION, W.g.., Ulatl.., Up,. ttc. Allleh 'orlll('IW-z 1. 1b. UN'U'IMIUA510 EMPlOy( BUSN. IXPlNnS. Alladl PASch,!11 ur 1b 10. NET PA TAXABLE COMPENSATION, SubttIClllno lb ~om llno 1.. , , . , . . , . . . . . . ,. 1. 2, TAXABLE INTEREST, From InIChed PA Sohedule A . . . . , , . . . , , , . . , . , , , . . , . , ., 2 . 3, TAXABLE DIVIDENDS, From InIChed PA Sohedule 0 , , , , , , . . , , . , . , . , . . . , . , . " 3 A ~ 4. PA PROFIT OR (LOSS) FROM A BUSINESS, PROFESSION OR FARM: ~ M 41. From InIChed Sohedule(l) C Ind/or Sohedulo(l) F . , . , , , . 41 A 0 4b. From InIChed PA Sohedulo(l) RK-l, . , , . , . . . , .. . , . . , , . 4b C : 40. TAXABLE PA PROFIT OR NET [LOSS), TollI linea 41 Ind 4b , , , , . , , , . . . . . , . , , , ,. 40 H Y 6, PA GAIN OR [LOSS) FROM THE SALE, EXCHANGE OR DISPOSITION OF PROPERTY: ~ 0 61. From InlChed PA Sohedulo(l) 0 India, PA Schedulo(s) 0-1 01 E II 61), F,om InIChed PA Sohedule(l) RK-l, . . . , , . , , . . . , . , . , , , Ob ~ ~ 1lC, From InlChed Soh, PA-18, Silo 01 I p.,sonll Rosldol1C4l , , !lc II 6d, AMOUNT OF A~LOWABLE EXCLUSION FROM LINE 20 OF PA-18. , , . , . , . . . , . . ' , , . , . · !ii, NET TAXABLE PA GAIN OR NET [LOSS). TOIII linea ~I, ~b, &!lc, , , , , . . , , , . . , . , .. Ile 6. NET TAXABLE PA INCOME OR NET (LOSS) FROM RENTS, ROYALTIES, PATENTS AND COPYRIGHTS From InIChed PA Sohedule(s) E Ind/or Schedule(l) RK-l .,." 8 7, TRUST INCOME. From InIChed PA Sohedule J. . .. . . . , . , . . , ' , . . . , , , . . , , . . . " 7 8, GAMBLING AND LOTTERY WINNINGS. Anach soh. or e.planallon 01 Income or poss). 8 8, PA TAXABLE INCOME, Add linea lc, 2, 3, 40, 69, 6, 7 & 8. DO NOT SUBTR, LOSSES 8 TAll 10, TAll UABILlTY -- 2,'" OF LINE 9 (Mulllpty Uno 9 by .(28) . . , , , , , , ' . . . , . . , , . , " 10 11. TOTAL PA INCOME TAXES WITHHELD. From anac:hed Form(s) W-2 , . , . , ' , . , , , ., 11 PA ESTIMATED TAX PAYMENTS: 12.. Cr, "011'I "12 RIM"' A 12b . 12 Tn Pd. wtlll. pH' Toullln Elt. Tu Plym.ntl., C. 1993 hi. ., A 0 12. TOTAL ESTIMATED PAYMENTS AND CREDIT (Add linea 12a, 12b aod 12c), , , . , . ,. 12d Y C 13. TOTAL CREDIT FOR TAXES PAID BY PA RESIDS, TO OTHER STATES/COUNTRIES ~ : From anlChed PA Soh,(') G: PA Soh, RK-l or Olher evidence 0/11ll due anolh., stala 13 N 0 14 TAX FORGIVENESS CLAIMED PA SCHEDULE sp, Complele PA Soh, SP & SP Wk.ht. 14 ~ ~ HI, Depondents Claimed on PA Soh, SP: 14b, Clalmanr. TOlal Eligibility locome ~om S llno 11 01 SP Wk.ht.; 14c, Clalmenl's TOIII Support Income I,om SlOp 2 of SP Wksht. 1~. EMPLOYMENT INCENTIVE PAYMENTS CREDIT, From Inached PA SohedlJlo(s) W " 15 18, TOTAL PAYMENTS AND CREDITS Add lines 11 12d 13 14 aod 1~ ."""", 18 117. ~ 0 17, TAll DUE (SUBT. LINE 18 FROM LINE 10) CHECKS PYBL, TO PA DEPT, OF REV, " 17 O. X ~ 18, OVERPAYMENT (Sublracl Une 10 Irom Uoo 18) , ., , , , , , ",. , , . , , , . 18 Double Check Your Malh o R 18., Amounl 01 Une 1810 be REFUNDED, ' , , , , , . , . , , . , . , , , , . , , , , , , , ' , , , , . ' , , , . , , , , 19a P The Tolal 01 Un.. 19'. U Y 19b. Amolln' 01 Une 1810 be CREDITED 10 YOUR 1994 ESTIMATED TAX ACCOUNT, , 19b. 19<, and 19d 19b E M lllc, Amounl 01 Une 18 10 be DONATED 10 rhe WILD RESOURCE CONSERVATION FUND 19< ~ T, 19d, AmoUnl 01 L1na 1810 be DONATED ro Iho U,S, OLYMPIC COMMITTEE. PA OIVISION MUST Equal Uno 18, 19d und.rp.n,lll.1 01 ""Jury, I d.cllll ""I t h...." ,""""n. Iht. Fllurn, Including Ic;Wmplnyln9Ich..Ju.1 ."d 11.I.mlnll I"d 10 I . b.., 0 my now.d,.t" .1. ill.tlut corr.c t"dcompl.", " Your Signature EDDID !)IQn"hH' 01 prep""l 011'11111\." la.p.y." ba..o 0" .Uln'ormlllo" 01 w"ich thtPllP"'" hl..ny.nolllll.dll' Slgn_ )( X h.,. Spouse's slgnaluro (i' IlIlnl, BOT H mU$1 ~III" .....n II unly on. ha,l !rkllm., PrOpllot'S Tolephono Numbor - )( 17-732-5289 COMMONWEALTH OF PENNSYLVANIA 1993 Relldtnt Individual Income Tlx Return PA-4OR (8-83) OFFICIAL USE o 'Iacal Y..' Filar Beginning Endl YOUR SOCIAL SECURITY NUMBER 204-03-3975 W. N.... STONE , LESTER K & Homo Addt_ 230 SALT RD CIIy 01 Post 0"1ca NOLA PA 40R 1993 1994 SPOUSE'S SOC, SEC. NO, 179-12-4404 Flrsl name, Initial & spouse'. DOROTHY J SII18 lip Code PA 17025 DAYTIME TELEPHONE NUMBER OFFICIAL USE PIo_ U.. Co"IC' Sohool Dlltr1cl Code O. 3 952. 214. Anac:h All Requlled Documents Thll RelUrn Must Ba Flied On Or Balora Apr1l1~,19114 0' L 4 166. 117. See In.lJ'ucllon. For ClllmI E.t. Credit 117. Sign Your RolUrn NH 410J,1 OCCUPATION: You,'s RETIRED Spouse's RETIRED 'liS INDICATE HOWMANVO' (ACH 'ORU/seH. IS An. Fo",. W-2 Sohl UE Forma 1099 Soh. A Soh. B Sohl C Sohs F Sohl RK-l .d Sohl 0 Sohl 0-1 PA-19 6d ~ E3 4 166. D81e 2-15-94 r'''II~!lII''I' "'1'1I' r,nll,""""" I )"'~ I'l!Il N.ICII, Ille, NQJPAl Sohs E Sohl J Soh. G 14a 14b 140 Sohl W Schedule B -- Interest and Dividend Income 1993 Nr.me(I) IhoWn on Form 1040. 011 nul ,nil' "'IIl,,"d 'O(I.I.,u.lll~ nllmntl.' '''''lIrn un 0111.' lId.. ,,"oclln.."I!in lJO.1CO No 01 OMB No, 1114&-0074 Vou, _1II_urIIy no, LESTER K STONE 6 Add lhe lIIl1Ouol. on U... ~, , . . . . . . , , , . , , , , , , , , ' , ' . . . . , , , . . . , , , , . . , , , , . , . . , . . . 7 C""IIa1 goln dl.lrlbullons, Eolor here and on Schodulo O' ., 7 I Nontaxablo dlsttlbulloos, (See the Insl. lor Form 10040. 1100 9,) 8 9 Add IlIlOl1 7 aod &, , . , , .. , .. , .. . .. , .. ' , , , .. . , , , , , .. .. , , . .. .. .. .. , . . .. . . ' . 10 Subttaclllno 91rom II... &, Enter Ihe ro,ulI horo and 00 Form 1040, 1I0e 9 , . , . , , , . . . , , .. . II you rOCGlvod c""lIo1 goln dllf,lbulloo, bul do rlOll1OOd Sched<J1o 0 10 report any olhor galns or kJsoos, 508100 Instructions for Form 1040. linos 13 and 14. If you had oyer S400 of mlOf'osl or dividends OR had .'oretgn eccounl or WOfe I grantor ai, or . transt.or to, a 'orelgn trust, you rooGI complote Ihis part 118 AI ..ny limo dUring 1993, did you havo an mlormU In or a ~narur8 Of Olhot aulhorlty over I hnlncl.. account In IlorOlgn counlry, such IS . bank account, socurlllos account, or Olhor "nandal eccount? See page B~2 for o.copllOns and filing foquiromonlslor Form TO F 90-22 1 . . . . . . . . . . . , . . . . . . . , , , , . b U"Vos," 011101 100 name 01 the lorolgn counlly ... 12 Were you lho qfanlof or, Of Iransleror 10. I lorOlgn IW311hl' u-Wlslod durIng 1993, whelhel or nol you hive a;;; bonorlcj8111l10fo~lln il7 If "Ves," OU ma hovo 10 1110 Form :3~~. 3!S204A. or 9:16 . . for p~ AeducUon Acl Nolle., st. Form '040 Instrucllons. 11111 A81:20 NrF 2410 Part I Int.rllt Income (See pageel. anclB-1.) No":" you rec:elved a Fonn lOM-INT, Fonn loot-OlD, or aubetl1u.. ala_nll,om a brol<"age lIrm, III Ihe Ilml'. name u Ihe payer and IIllI8r Ihe IOlaI Inl8reat II10wn on thai Iotm. Part II Dlvld.nd Income (See pages 17 and B-1.) No":" you rocelved a Fonn 1099-oIV 01 ""b.titul. atat....nt from a brokerage linn, IIat Ihe ftr'm'lnarre. the payer and eol.. the tolal dlvldenda .hown on Ihal lorm, Part III For"gn Accountl and Trultl (500 page B-2,) No": II had ov.. $400 In la..bIe Inl....llncome, u n..,,1 also co Iole pan III, IntoroJt Incomo 1 UII name 01 payor, "any In""061I. I.om alOllol-ftnancod Il10rtgage and the buyor usod lhe P'OPOlIy .. a pOllOnal '08100""", 100 page B-1 and Ilallhl. Inl....1 11I.1. A1eo .how Ihal buy...a 1OCi0l _u.11y oumbor aod add'... . CORE STATES (NON-TAXABLE) MERIDIAN US SAVINGS BONDS PRUDENTIAL SECURITIES (NON-TAXABLE) PSECU PNC BANK AND OTHERS INTEREST SUBTOTAL TAX-EXEMPT INTEREST 2 Add lhe lIIl10unlS on U... 1, , .. , , , . . , , . , . , . , . . , , . . ' , . . , . , . . .. . . . , , , . . , , , , , , . , , 3 Excludable Inlor..1 on sonea EE U,S, aavlng. bood. Issued anor 1989 from Form 891~, Uno 14, You MUST anach Fo,m 881~ 10 Form 1040, , . "............". . , , ,. . . 4 SUbttactllne 31'om II... 2. Eolor lho r"ull hor. and on Form 1040, II... ea .,. , , . . . . ., . No..: II you had ov., $400 In g,oll dlvldond. and/or olher dl.ttlbullona on aloclc, u must aleo co olvldond Income . 5 US! oame 01 payor, Include gross dlvldond. aod/o, olhor dlslrlbullon. on .Iock here, Any c""lloI goln dl.ttlbullon. and rlOnl""ablo distributions will bo deduclod on IIn.. 7 and e. . PRUDENTIAL SAVINGS DIVIDEND SUBTOTAL ('IP~'.gl'tl FII''''. ~O'h".,. 0"ly "I'll fI"'." I.., N'I 1',1 11111 04-03-3975 Amounl 1 475. 792. 750. 2 245. 578. 1 832. 6 672. 2 720. 3 952. 2 3 4 3 952. Iola pan III, Amounl 214. 5 214.. 214. llli Vu No A PART I: WORK ClOTHES. UNIFORMS(II ro ulrod a. cond,tlon 01 10 monl & nol aullablo lor ov dl uoo B PART C: SMALL TOOUI AND SUPPLIES (Ro ulrod b ur 10 mool .nd nol au lied b ou, 10 C PART D: PROF, LICENSE FEES, MALPRACTIC[ INS,' FIDELITY IOND PREMIUMS 'm..~..'..:,'..~ d, .... D TOTAL EXPEHSES OF PARTS A TlIROUGH D, REPORT ON LINE Ib of PA-4OR , Special Tax Prov sons Sc e ule (DO NOT FilE IF AOIPINDIHT) Print or I ..lIln'o"" II n. A 1, kl you I dopondent apouoo or child? . . , , , . , . . . , . , , , , . , , Y No 4. ko you I .ludenl being clllimod IS I 2, kl you clolmod .. I ck1p. on you, apeuoo'. Seh, SP?, . , , . , , Y No dopondenl on lnolher lox '11u,n? , . , , , , . 3. ko you being clolmod IS I clop, child 10' Fod. lox purpooo.? . Y Nn ~. II mon1ed, I. you, apeuoo nllng I Seh. SP? II you _ "'(....10 quoallons I or 2 or 3 or 4, DO NOT FILE SCH. SP, 6. ko ou I wtdow/wtdow.1 . . . , . . . . , . . , B 1, Tolol no. 01 clop. chlldrln In lamily Ust boIow 011 ndenls u oro Intlllod 10 claim. DO NOT INCLUDE YOURSELF, Addl, 1010, ma be Inached on I seporlll shool) DEPENDENrS NAME AGE RELATIONSHIP SOCIAL SECURITY NUMBER (Spauoo or Child) PA-4O UI!-2 end SP (1-13) ALLOWABLE BUSINESS EXPENSES Exponoofllor which you .,0 ')01 rolOlburuod by your f1mployOf Anach I ""poralo U[-2 10 lorm PA-40R lor uach "'lploy.., Punl or typo au Inlofmabon, Nome .. .hown on lo,m PA-4OR STONE LESTER K EITf>Ioyor's Nan-. & DOROTHY J Elr4lloy.... Add'.... Job Doacrlpllon In Whlch Expen... W..O tncunod PART A: UNION DUES (Nome lod amounl) D E P E N I I 1993 SCHEDULE UE-2 PA DEPARTMENT OF REVENUE Soclal Socu/Ily Number 204-03-3975 EfIl>loyor's Telephono No. o. SCHEDULE SP PA DEFT, OF REVENUE No No No Enlor h.,. Ind on IInl lab of PA-4OR lolal numbor of depondonta you Ir. .nUUod to clllm. . . . . . , . . . 0 . 2, TOlal Other Income from Ilno C7 01 SP Workshoot: Claimant S Souse S c COLUMN A COLUMN B CLAIMANrS INCOME SPOUSE'S INCOME OR JOINT FILING I, TOTAL TAXABLE INCOME FROM LINE 9 OF FORM PA-40R. , , . , . 1 2. NONTAXABLE INTEREST, DIVIDENDS & GAINS (Wkshl.llno 82), , . 2 ELIGISILITY 3, ALIMONYIYOUR SUPPORT (Workshoolllno B1 and 83) , , , , , , , . . 3 INCOMI! 4, LIFE INSURANCE & INHERITANCE PROCEEDS (Wkshl. llno 84), . , 4 DETERMINATION ~, GIFTS, AWARDS AND PRIZES (Workshoolllno 85), , , ,.,.....,.. ~ 6, NONRESIDENT INCOME (Workshoolllno B6), , . , , , , ..".... 6 D 7, ALL OTHER INCLUDABLE INCOME (Wk.hl. 1100' B7 Ihrou h B9 .. 7 6. TOTAL INCOME -- LINES 1 THROUGH 7 ABOVE, . , , , ' , , , , , , , , 8 (EnIOl CloImanl's TOI, Inc, In Co!. A & 00 IIno 14b 01 PA-40R) 9, PENNSYLVANIA PERSONAL INCOME TAX (From line 10 of 10''" PA-40Aj 9 FORGIVENESS 10, LESS TAXES PAID TO OTHER SrATES (IIno '3, lorm PA-40R), 10 COMPUTA1ION SUBTRACT LINE 10 FROM LINE 9 AND ENTER DIFFERENCE. 11, " 12 PERCENTAGE OF FORGIVENESS (.').. Inc. "'bl.ln' dll:lm"lequl....lenl) 12 13, AMOUNT OF SPECIAL TAX FORGIVENESS (Mull IIno 11 by 1108 12) Enter hof'e and on line 1401 PA-40R 13 PAUIE2SPI NTF 4107 Copyll\lllt Fn,,", ',,,,,...,,,. (10'1,.. "1'1, N"I.... In, N'llI'flIU 1 4 166. A T TO A F C HW 2 A,. L L H 4 166 . '"I,,',:::,lll;il,illli!II:111 : "'III!I:!IIIII:1111 c : 117 . WI!I!:,lillll'I 111'I!rll !I'I 'I'il!,:'!!!~i!ii"i ~ E :!,ljl'II"!,,III,),.lrllliilrllllilllilil ~ :"11",11111[,111111"",,,:,:,')11,11,1:: s 10 / ~ 6' ',"('i',lllil[lli!ll!i!i:illlli 1IIIil,IIIII!:I!!II'lrl'I:IIII'II, "" "'11"1,11'1""""""""1'" 117. 'ii'j'jr!'11 il,li::i'!llili'illi,lii'l!ii::I!I,I,!,i ~ Libel (SIt iIlslrUctloo1l 011 pogo 12) U.. Ihe 11I1 ..... 0th0rwiN. pl.... pMl '" Iypt. ",.I..IIlt.1 IIHlIIII C."".I", SM 12. FlUng SllluI (SIt plOt 12,) Chtclt only _bo.. E.lmpUonl (SM plOt 13,) II mort Ih.., .1. dopondonl.. '" pogo 14. Income A"..h Copy S 01 your 'onn. W.2. W,2Q, ond 1011,11 hore, "YOOdld rIOl gol . W,2, ... pogo 15, Enclo... bul do not attach, any poymonl wllh YOU' relum. AdJuslmenls 10 Income CIIIltOll.SM 1nt11\JC11on. , . .. ~ - . . ~ " . " . OM' No. 1141 74 V....soclol ,"",",_ J 79: I Zi UVOt/ Ipouoo'. ...101 ,"",",_ I I For PrlvlCY Aotlfld Plperworlt Rlducllon Aot Nollo.. '" PItII 4. v.. No _ Chocldng .y,,' . "'" chon/lt )'OUI' tuOl/'ldJc.)'OUf" -, tt'i':hldivld~~il;:c;;;~ T;~."R~t;;; (I') ~@94 ,..Iho Jon, l-Doc, 31, '".,.. 01,." lu ... Vt1f.... ftttt '*';l1 ~ lit' name .v()1: 1lL__L_.s'1:o~~ If . )aIne tetum. IPO'I'II ,.,.. ,,~ .nd 1,,11I. tat' MIne IA3U.. I '"4. ending SIngIo MorrIod "Mlofl joInl rolum (..on" only on. h.d Income) Mon1od IIIn; eoporol. rotum, Eol. _'. soclollOCurtty rIO, _ ond full MI/TIO h...,.. j 0" ~ 0 J - .3925' Hood 0/ houoohoId (with qu.llfylng """,,,,). (SM pogo 13,)" the qUolllylnv portOI> I.. Child bul nol your doI*1donl, onl. thlt child'. nomo IItrO. .. I au. w wlth d t child _ .. dlod.. 18 . SM It llJf-..ll," \'011' poronI (Of somoont oIN) con clllm you " . ~"I."t on ~... 01 her lox rotum, do not chtclt bo. .., But be .... 10 check tho bo. on .... 33b on plOt 2 . .., , , , , , o DtponcMnlo' II UIldtt (1)_ln'I1,ln!lI1,IIId~""'""1 I Apt. no. 10 n,l. fund1 . I IQI 01 0 '. depend,"1'1 tot" lecurlty oum . ,oIIllooshlplo i d II jOII' child d~n'l '''' wllfI you bull. cl.lmlll.. you, d.pendan' undll' PII,Ige5 .g,ttmllll. chICk nil. .. 0 . Tolol number 01 ...m lion. cl.lmed , , . , , , , , , , 1 .. b . 10 11 12 13 14 111I 1.. 17 " " 20a 21 22 23a b 24 2S H 21 21 21 30 31 Wogos. .al""", llpo, ,'c, Alloeh Form(.) W.2 . . , , , . , t..... InlorOlllncome (... p.g. 15). AUoeh Schedul. B II ovor 1400 T..,...mpt 10lorOlt (sao pag. Ie). DON'T Includ. on 110'" lib Dlvldand Incomo, Altach Schedul. B " ovor 1400 . . , , TIXabl. ro""'d., credit., 01 off..,. of .t.t. a"d locallncom. laxa, (... p.ge Ie) A1lmonyrocolved , . . , , , , , , , ., , , , Bu.ln... Incom. 01 0011), AIloeh Schedul. C 01 C.EZ . , , , Copll., goJo 01 0011), If 'aqul,ed. altoeh Schedul. 0 (... pag. 16) Olhor g.ln, '" 00....), Anoeh Form 4191. . . . , . . , , . , , , , TotollRA dl.I,lbullon. , ~ U b Tuobl. amouol (.... pogo 1 n 101.1 Pfnsl.o. and tIlnulll.. l.!!!.1 I-.J b Tu.b1. 0l110tJI11 (0" pogo In RIf1I.1 'aol "'01.. ,oy.ltl... p.rto.~hlp., S corpOlolloo., lru.ts, ale. Alloeh Schedula E Firm Incom. '" 0011), Altteh Schedul. F. , , , . . . , . , , , , , Unomploymonl compltn..llon (.... p.g. 18) . I . " , . , , . , , , . SocI.1 ...urlty bon.nt. 12OtI1 -L-J b Tuobl. omounl (SH pogo 18) Olhor Incomo. ll.t typo .nd 'mounl-... P"9. 16 ......... ,....,....,..........,...., Add Ih. l/I1OUol.1n Ih. 'or rI 1 column fOl IIn.. 1 th,ou h 21, Thl.la our 101a11neo"" .. Your IRA deduction (... pag. 19) , . , , ~ Spou.." IRA deducllon (... p.ge 19). , . 23b Moving '.pen,", AnlCh Form 3903 0' 3903.F 2. OrlB.h." 0' ..If.tmploymonl lOll. , , , , 28 SoII,.mployed h..llh In.u,once deducllon (sot page 21) 21 Keogh roll'omont pion .Old ""'omployed SE" deducllon 21 PIf1.11y on oorty wllhdrow.' 0' saving. . 21 AlImony poId, Roc~'o SSN .. I 21 Add I'"" 238 111' 28. The.. ore our to'" ed ~ , . . , , , . .. SOOf,lC1l1n. 30 ',om "Ilt 22 Ihl,'. your ..Iot1I' Iron 'III.... "I... Ih.o 125,298 .1Id . Child lived llItll ItII 11IIII19,000 " . child dldn'I".. with ou.... "'"nod locome C,odll" on 27.. e., No 12S90G 1Ivod~"", ~I 13, IIt,IIIIom _... ... lit. II,... ...-... IIIlo: . ,,,....,.. . "110111", .. ,.. 'M II II_or .,,_ (Nt ,'"14' 1118tH.... . Is ...-...- - ...-- _. - I . 10 11 12 13 14 1510 ll1b 11 1. 1. 2Gb 21 30 31 ,""" 1040 (,...) ,.... 1040 11*1 Tall Compu- tltlon (SHP. 23,) "YOI.IWI/11 thelRlllo lIgln VOU' to, ... poge 24, Credit. (SHP. 24,) Other Tlxe. (SH p.g. 2S,) Paymenl. M.ch Fonn. W.2, W'2GL .nd l099'R on Ih.lront. Refund or Amount You Owe Sign Here KHp . copy 01 Ihl. r.lum lor your rlCorda. Pild Pr.,.r.,', U.. Only U Amounl 'rom '!!10 3' todJu.lod groo. Income) . , , . . , . , , $$i Cheek II: U'YOII w" es Of old.., 0 Blind: 0 1IpoU" W.. es Of oldO<, MIl IhIi number 01 bo... chockod .boY. .nd onlll lho '01.1 h..., , . b "your pINIlt (Of ..,."..",. oil.) CI/1 cl.lm you .1 . dopondonl, chock h... o "YOU III mlllttd "ling sop.,.I.1y .od your lPOU" lIeml'lI doduellonl '" you III . duol'll.1uo .11on, "" p.ge 23 ond chock h..., , , , . . ,.:130 llomlaocl cleduollon. I,om Schodul. A. IIno 29, OR etondonI cleduollon lhown below lor your "ling 11.luI. lIut " rou ch8ekod ..., boa on lint :I3e or b, go 10 poge 23 10 ftnd YOUt II.ndord doduellon. " you c:h4Ickod boa :130, YOUt Ilondord doduellon II '1fO, I 81"-$3,110O . Hlod 01 hou.ohoId-$S,1IOO . MIIrlId nllng Jolnlly '" au.lllytng wldow(~,31lO . MIIriod "ling ..po,.I.Iy-$3,' 75 Sublroel lint 34 lrom llno 32 , .,.,." ..,."".", II IInI 32 II S83,8IlO Of I.... mulllply $2,41lO by tho 101.1 numbot 01 ..empllool clolmod on IInI !e. " lnO 32 I. 0." $83.8IlO, "" thl wo,bhoOl on P. 24 'Of tho amount 10 ...,.. , T...... Income. Subt,oc.llnl 35 Irom line 3S. " ano :Ie Is m"," than Itne :15, ...t. .0. . T.., Choc:Ic.1rom I elf.. Tobl.. bOT.. Roll Schodul.., 0 oC.pIloI Olin T.. WOIl<. 1hMI. Of doFonn lIe15 (I" poge 24). Amoontlrom Form{l) es14. . I . MdIttonall...., Chock II lrom I 0 Form 4970 b 0 Form 4972 40 Addho3hnd38 . . . . . 41 CrIdIt lor ehI1d ond dtpondont CIII..PIIl..., Attoeh Form 244' 41 crocIIt "" Iht oIdorty Of thl dl..blod, Attoch Schodute R , , >l3 F"'. tile erodIt. A"och Fonn 1115 , , . , , 44 0Ih0r CI'odIlI t- pogo 2S). Chock" from . 0 Fonn 3110O b 0 Form 8398 00 Fonn 8801 d,o Form lspoelly)- 44 .. Add II_ 41lhrough U , , , . , , , , . " . ... SUblroclllnt 4S from IIn. 40. " IIn. 4S II m",. thl/1 IInl 40. 101.. ,0, , 47 SoIf.omploymonl I... A".ch Schedull SE, , , , , . . ... A1t_ttvI mIolmum .... A""ch Fonn S251 . . , , ,. .,., 4.. Roeopturo I...., Chock KIrom 10 Fonn 42S5 bo Fonn es1' cO Form 8528 110 SoeIiI &lCurily II1d Medic... I.. on lip Incom. nol r.ported 10 emplOy"" A"och FomI4137 81 T.. on qUl111lod rollr.menl pl.ns, Including IRAs, " requl,od, .".ch Form 5329 , 52 Advoncl oamod Incom. credit p.ymenll 'rom Fonn W,2 53 Add II_ 481h h 52. Thll II our to'" t.. , , . , , 114 '''''rlllncom.t" wllhh.ld, ",ny Is Irom Fo,mls) 1099, chICk. 0 11II '* fttImIIod I.. poym",,111I1d Imounl.ppllod 'rom 1993 ..tum . 11II bmecllncom. crodIllI required. ""ech Schedul. EIC (... pIg. 27), Nontl",b1. umed Incom.; amouot ~ I I I Irldtypl. ,....,..............................,..,.........., 11II 57 Amounl pold wllh Fann 4868 (e. tension ,equell), . " 57 sa EacHs social .ecurity end RRTA I.. withheld (... pege 321 11II " Other paymtIlls, Cheek I!lrom .0 Form 2439 b 0 Form 4138 8' 110 Add IIn.. 54 Ihrou h 59, Th... .,e O\Jr totol nto . . , , , 81 KIIrlo eo Is...._ 110' 53, .ubtractlloe 53 from 1In. eo, Thl.,.lhe amouol you OVlRPAlD. 82 Amounl 01110. 81 you wlnt R.FUNDID TO YOU. . . . . , , , , , , I:l Amount 01 lint 81 you went APPlIID TD YOUR ItIS UTlMAItD TAX . i3 ... " IliIt 53 Ii morlllhan IIn. 80, .ublrecllln' 80 /rom 110. 53, This I. Ihe AMOUtfT YOU DwtI, 'Of delllls on how to pey, Including wh., II) wrll. on your plyment, "" ~ego 32 , . , es EotJmotod ,.. ... e 33 , Also Include on line M 11II Under p""IttteI of perjlrf, I *11t' Ihlll h..... IIl.mlned this return end ecc:ompanylng IChedulH and 1lllementi, Ind 10 the belt of my knowltdQllnd btIII, they .. true, correcf, II"ld compl.tt. Dlet.,.lIon of pt'lpII'er IOlhll' thWt IUPlyw) It beNd on lit Inform, lion of wNc:h pr~ hlll/n1 knoWlldglt. ~ 01:"0 -.1" Y~ ;.'~ . SOOU"'I oce_,1on -- DB/lnd .:I3e ... 1M Enl. thl IorItf 01 your. :Ie :Ie 31 . 41 42 >l3 o PrtpIt'.', ... tlgnltur. , 'hm'. nIrM (Of Ir't ~ III11lf.smpIoyedl snd , Pigs 1 :Ie 31 . .: . l().o Pr..,.,.', lOCI,. MCUtlty no, 'U.I. 0cMrl'lNn1 ,..,.,'" orRt...: '114 - "IU31 II Addtheari1ountsonllnaS. , . . , , , , , . 1 Cepltai gain distributions. Enler he,a and on Schedule 0' . 1 . Nont..able dlsl,lbullons, (See th. Inst. for Form 1040, line 9,) II 8 Add linea 7 and 8 , , , . , . , , , , , " ,."" 10 Sublr.ct IIna 9 'rom line 6, Enler Ihe resull here and on FOIm 1040, line 9 ,.. 10 ./' you do no/ need Schedule D 10 raporl eny orher geins or losses, I"'e, you, capll., QIlln dlst,lbullOM on Form 1040, line '3, w,lr. "CGD" on lhe dolled line n.xl 10 11M 13, If you had over 1400 of Inlereat or dlvldende OR had a 'OIe1gn eccounl or were a grlnlor of, or I trane'erOl 10, I 'Ofelgn lrusl, you must complete this ptt1. , 11. At any tlma du,lng 1994, did you hava.n Interest In 01' slgn.lu,a Of olhe, .ulhOflty ov.,. fin.nel.1 account 'n a 'Ofelgn counlry, auch as I bank account, securllles Iccount, Of olher flnanel.1 .ccount? Sea page B.2 lor ..capllons Ind filing 'equl,ements IOf Form TO F 90.22,1 . . , , b II'Vas," anler tha nlme 01 the 'or.lgn counlry" ..........................,......,......,...........,.. 12 Wera you the grlntor 01, 0' 1'lnsl.,Of 10, I 'o"'lgn trusllhlt exllted during 1994, whetha, 01 nol hlv. In benencl.1Inl".slIn It? II "V.s " ml hlv. 10 flta FOfm 3820 3520,A Of 8211 , ",,/ 'or '_wOfllIlaductlon Act Holle., ...._ 1040 Ine-.one, 'U,., _......,.....~ 11M - "".... 1chedu4a. 1'- 104G111M ,... .t. .P.rt I lnt....t Incom. (See pege. 15 end B.l,) Nola. If you received . Form t099.INT, Form 1099.010, or .ubslllul. sl.I_llrom . broh'.gs 1Irm, lI.t lhe linn's ntm. II th. P.Y.' end enler '.he totlllnll,.st shown on th.t form, P.rt II Dlvld.nd Incom. (Ste PIQ" Is elld B,I.) Nola: If you rtcelvad . Form 1099,00 or subamul. st.t_1 from . btokeregl """,lit! lito """'. nlmt I' lito paye< end enlll'lhetot.. dividend. shown on thet form. P.rt III Foreign Account. and thI.t. (See pege B-2,) 11II......'y _II shown 0Il_1Ildo --. 0M8 No. 114&.001. ,.a Vow ...... stcurtlV -- , : y AI1_ I\OqUOI1ct No, 08 Schedule B-It1terelat lt1d DIVidend Income Nola. " you had over 1400 In 1...bI. Inl_.1 /nI:oma, you mu., ".0 compler. PIrlIll, 1 UsI ",me 01 paye,. If any Inla,.sl Is I,om . lalie,.finaneed mortglge and Ihe buyer used Iha property IS I personll "sldancl, ... page 8-1 and IIs1 thla ~~~~:~~liI:~~~~1 :~~~~~~f:~4~ :~~~:~~:~~:~~~~~:~:~:::: ..,""'~~,~,~,,"$.Ttp:~.. .."$;....".'....'. ..'.n.'...'..,......"...... .,. ,.",., ,CO. ~~, $." .ii".~,~.. ~HL!, ~J" ...r:.!~ (Y,<;t..,.,.., ,........ ............................................................................................ ounl ............................................................................................ i ...,...................,..........."....................................................... .................................,.......................................................... ............................................................................................ .............................,.............................................................. ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ 2 Add Ihe amounts on line 1 , . , , , , , , , , . , , . , . " 2 3 exeludable Inte,e51 on series EE U,S,l8vlngs bonds Issued aft" 19691,om Fo,m 8818, line 14, You MUST aUach F'o,m 661510 Form 1040 , , , , , " 3 .. Sublraclllna 3 from IIna 2, Enle' the result here and on Form 1040 line 8a . .. Hol.. I' you "'d Ollll' 1400 In g'oss dividends and/or 0/"" dlstribullon. on slock mus' Mia II L1ilt "'ma 0' paye" Include gross dividends Indlor otha, dlslrlbullons On stock here, MY capital gain dlsl,lbullons and nontaxable dlst,lbullons wlll be deducled on lines 7 and 8" .................c..'..........'............'..............'....'.... :::::::::::::::::::::::::i1:~:::.::::::::::::::::::::::::::::::::::::::::::::::::: ............................................................................................ ................................................................................ ........... ............................................................................................ ............................................................................................ II ............................................................................................ ............................................................................................ .........................................................................................,.. . , , , COUw-. '-ATLAW tOIOU'rH MAflICaTIQUAM .,,,.100 HA....I8U....~... t1l01 . . . Thereea Barrett Hale Supreme Court 146439 10 South Harket Square Suite !l00 Harrieburg, PA 17101 (717) 233-3220 Attorney For Defendant COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LESTER K. STONE, I Plaintiff I I V. . NO. 94-3583 Civil Term . . . DOROTHY J. STONE, Defendant CIVIL ACTION - DIVORCE INCOME 8TATBMBHT Defendant files the following Income Statement. See attached 1993 and 1994 federal income tax returns. ~ \ FOIm 1040 FIling SlIIluI (SM page 12.) Chodl only O/llbo.. ExempUonl (SM page 13,) If more Ihan ebl dep.ndents, _pagel.. Income Attach Copy . 01 VOUI Fo"", W"'2, W-:lG, and 1000-R her.. If you did not 1lI1,W-2,soo page 10, If you II' .nlChlng . cheel< Of money Ofdet, puU on lop 01 any Forme W-2. W-2G, Of 1090-R, AdJustmenls to Income (500 page 20,) DIp_ Ollho T,"IUI'/ -. Inlllnlll R8'I1Inu. SoIvIce U.S. Individual Income Tax Relurn 1993 .., UII .., .H1t_ I. nit. " 1'" 01 aU." ,.. ..,." ""Ill Iln ."dln IR5 Un Onl .. nu "c)t ....lIt. 01 . II II. U'I'I lte. d It )'0"" child dldn', ht WI'h '1011 hi I. c.lalmld.. )'Our dlp.ndent u"dl" p,,"lll& IU'''I'I'I'''', chick h." . . e Tolal numbet 0' ..ompllons c1a1mod.., , . . , . . .. . . , , , . . . , .. , . . , . . . , , , . , . , . , , , . , . , , , , , l 7 Wagn, Mlltl.., tip., ItC. Atucll fo,IIl(IIW~2 :!IIIII!II::: 7 sa il!!I:'II,': 9 10 11 12 13 14 15 16b 17b 18 19 20 21b 5 61 81 TIObI. InlorlSl Income (... psgQ 16), AnlCh Schedule B If ovor $400, . . . , , , , . , , .. . , . b Tu-..ompt InlerOSt{seo pg, 17), DON'T Include on U/II 81 8b 2 720. 9 Dlvldeod Il1COme. AnlCh Schedule B If ovor $400, . , . . , , . . , , , . . . . . , , , , .. . , , , , . .. . , 10 T..able roluod., crodll., or onSOI. olllale and local Income I.... (GOO pogo 17) , , . , . . , , 11 Alimony received.. ..........,.......",....,.."., '" ., ., . . .,.,..','..,." 12 Buslneos Il1COme or(IO..). Anec:h Schedule C 0' C-EZ. .. , . . , . . , , , , . , . , , . , . , , . .. , , , 13 Clpllal gain or (loss), Anec:h Schedule 0, , , . . . ..,.. . . . , , , . . , . , . . , , . . , . , . . , .. , , , , 14 Clpllal galo d1,lr1bullon'l1Ol reported 00 Uno 1~ (.... page 17) . . . . . . , , . . , , . , , , , . . . . , 15 Othet gains 01 (10.....), Anec:h Form 4101, . . . , , . . . . , . , , . . , . , , , , , , .. , .. , , , , , , .. , . 168 TolaltRA dls~lbuUons ., ~ I b T..ablo amount (soo pg. 18) 178 Totalp'''llonlhnnull.u .. i71 b Taxable amount (see pg. 18) 18 Rootal roallSl.,O, royalties, pllll1Orshlps, 5 corporllloo., IruSl', alc, Anach Schedule E , , , 19 Film Inco"", 01 (loss), Anec:h Schedulo F, , . " , , . , , . . , . . . , . , , . . , , , . , , , , , , , . , , , , . 20 Uoomploymonl co"...,.n,"lIoo (100 psgo '0), .. , , .. , .. , .. , .. , . , , , , , . , .. .. .. .. . .. , 211 SoeIalsecUflly bonofilS ' l!!.!1 16,596.1 b l..ablo amouol (soo pg, 10) 22 Olhet Incomo, 23 Add tho amounl!) in tho far r)ghl column lor IInos 7 IhfOUgh 22. This Is 248 Vour IRA doduClJon (500 pogo 20), , . , . , . . ' , , , , , , , , , " 24a b Spouse"'RA dcduClioo (100 peqo 20) . 24b 25 One-hall 0' soll,omploy"",o"" (100 pogo 21) . , , , , , , , 25 26 Soll.omployod Mallh IIISUrll1CO dodur.lloo (500 pogo 22) 26 27 Koogh rohlllmonl pion & soIl-omployod SEP duducllOn . 27 28 Ponally on OBlly wllhdrnwal 01 s81Jlnq~ 2"tf 29 Alimony plld RunplOnl'!i S!lN" '29- 22 u, 10l.8"ncom.. 23 i : LESTER I< STONE Othai- f DOROTHY J STONE CORRECTED wi.., " COpy ~:" ~ 230 SALT RD Nole: Cheel<lng Of type.' NOLA PA 17025 v.. No ..Y....wlllnoICh.ngo Prllldonll8l Do you wanl $J III go 10 lhi.lund? . .. .. , .. . , .. .. , .. . , , , ' , ' , , . , . , , . .. .. , . , .. ,X yourlU 0"....... E1ocllon Camptlgn If . jolnl ralurn, do.. your 'POUIO wlnl $J 10 go 10 IhIo lund? , , , . , , , , . , . . . . , . , . , , . your rolund, t Single For PI1..CV Act Ind POf*WO/ll ReducUon Acl NoUe., _ page 4. 2 X Marr10d IIlIng jolnl roturn (own M only 0/11 h.d Income) 3 Mam." lllill" ..,"'1"1111111,1"11' "01111" 515H ,NVf" full 1'1''''' h.". III 4 Ho.d 01 heulOhold (wI1h qu8lllylng persoo), (500 page 13,) II qualllyll1!l person I.. child bul nol your dopfIndent, .olet ehlld'l n8lTl8 hi... . Ouall widow II with odonl child u.. dlod.l0 , 500 a 13. X VOUIII", II your parlnl (Of someone 01..) cln delm you U 1 dependenl on hllihet IU} N.,.'..... Chl!;k'''D'''' b rn Spou... ~~~~', ~,~~t. ~~ ~~,~ ,~',~ ~~~ ~ ~~ ~~,~~ ~~ ,~,~ ~~ ,p,~. 2..on ~ C o.pendlnLl: Chk, If .g. I," old." (4. O,pllld.nt', ~ :~dOI~ No. of you, II und., "'PI"II'"1110tlll "IIUonlhlp 10 ....11 our't.'q"" child"n on Ic 1 Hlm'I'llll,inl".I, and lal' nil'll' '11' , "turn., num_,r ,. In ili, who; .lv,"wUh)'Ou _ .lfid"" Iv. wu.. you due lO 41\10'" ,r ..p....II'n (... pig,". O,p."...,,11 '" Ie nOI.n1"....Mv. _ ___H____.._.. 30 Add hnClI ;l4,llhro\lc h~!) fhuMI PIf! \Jill lol.ll .d.~"I~~';t~-_._---- ~-- 31 SubllBClllllu :)0 'Hlllllllln 23 Thl'l m our ad u~t.d 011 Incom. NTJ J." ,II OMB No, 11140-0014 Your IOClal _llI1ty IIlIIIIIMr 204-03-3975 Spou..'. -w -wttv no, 179-12-4404 Addnu...",,, .nl"...,,, IIn.. 'HV~ 3 952. 78. 136. 13 553. ',I;' 17 719. . 30 . 31 oplllO'~ Won O. 17 719. onn ,. (up,,,u,,, , "",.. '\QI,..,. Only, 1'1'" Nrl,,, II" N'lllU4u I FOIIIll040 11"'31 - - IfIe 32 Almunl ',om 11110 3 I (odlu,'od g,oMlncomo) " , tllll;lI~ .. ..., 32 17.719. Tu 33. ChodI K' ~ You _0 6l\/olclot, 0 !lI'"d, ~ SpoUN wu 6/')/01';"', Compu- Add the nun1bol 0' boM.. chockod obovo olld 0111'" the 10101 hoI. . " ..... ~ 33. ..... II110n b II your plI.nl (0. IOl1lOOne 0110) con dOlm vou u a dopendeol, chock her., , , ~ 33b , (See pogo C II you or. mOlllod Ifling ~.'o/y and vou. """UIO "omI,.. cloducllon. ~ 33c 23,) o. you II. I dual-IIIIU. n, 100 P"110 24 and chodl her. , , , . . , , ' , . . , ' .. 34 , {~.,,- .....~.... -...." .. } I~" SlIndo,d _ucUon .hown bolow 10' your nil'll!, ,Ioh" But II J,ou chockod II InV bol on Ilnl 33.a or b, go 10 pam: 24 10 If d vour sland d doducOon. ruer ~ you checked bo. 33<:. ..our 6lan' BId dodUCbo~ Is lotO. 01 8 nolo -- $3,700 8 Hood 01 heulOho d -- ~,400 34 7 600. your: 8 MOlflod IIIlng joln"v Of Oualifylng Wldow(..) -- $6,:/00 8 MlIJIod nllng IOPIl.'o/y -- $3,100 35 SUbUC\ 11118 34 from line 32.. . ' , , , .. , , , . .. .. .. , , , , .. , .. , , , , , , , .. .. , .. . . . .. , , , .. , 35 10 119. 36 II line 32 II $81,300 0' 10$0, fllJlUply $2,300 by lho 10101 numbor 01 oMompllons dolmod on 11110 lie. 1111118 321. OVOI $81,300, 100 the wo,k.hool on pogo 2~ lor the .".,unllo .nler , . . , . . 36 4 700. II you want 37 TIUbI.'ncoml, SUbttocllil18 361.om line 3~, II line 36 II mor.'han line 3~, onlOf -0-. , , . . , . 37 5.419. 1ho IRS 10 38 T... ChodIlI 'rom I ~ T.. TlbIe, bOT.. Rolo Scheduloo, o Sen. 0 Tn llguro your C Wor..h..t. lu,_ 01 dO Form 8816 (100 pogo 26). Almunl horn FOrm(.) 8814 ~. 38 814. pl!le24, 38 Addlbonoll.... (100 pogo 2~), Chock IIlrom I 0 Fo"" 4970 b 0 Fonn 4972 .. , , , .. , 39 -0:- 40 Add IInO$ 38 lod 39, , , .. , , .. , , .. .. , , , . . .. .. . . . . , , , .. , .. , , , . . , .. . .. , . . , .. . , , . ~ 40 814. Credit. 41 CI.d" '01 chlld & dependenl CliO aMp, Meeh Fonn 24<41 , . , , , 41 ;:,.',' 42 ClodIllor tho oIdofly o. lhe dl,abled, MIlCh Schodule R, , , ' , , 42 ii,,: 'I' '1,1 :i (See pogo 43 Fo.elgn I.. Clodll. Aneeh Fo,m 1118. , , , . . ,,'.... , , , . ",. 43 111'11 211,) Olher CI.dl" (_ pogo 26), Chock Illrom 10 Fonn 3800 'II"" 44 111'1: IIII!I"I b o Fonn 8398 c 0 Fonn 8801 dO Fonn_ 44 '111'1'1 .1101" 45 Add Ilnos 411hrough 44, . . , , , , , , , . . . , , , . , , ' , , . , . . , , , , , . ' , , , , . . , , , , , , , , , , , . . , , , , 45 O. 46 SUb~oct 11118 45 ~onlllne 40, II line 461, mo.a Ihoo line 40, .nto. -0-, . , , . , , , , . , , , . , , . . , ~ 46 814. Other 47 SoII-tlI1'4'loymonlt.., Mach Schedulo SE, AI.., _line 2~"",."".".".,."""... 47 Tues 48 AI101nlllv. ninlfllJm I.., An.ch Fonn 62~1 , . .. .. , . . , , .. .. . .. , , . .. .. , .. .. . . .. , , , , .. , 48 49 Recaptur.I.... (_ p.Oo 26), ChodIllfrom 10'0,,, "" b 0 Fonn 8611 c 0 Fonn 8828, , 49 50 SoclollOCurlty & M.dlcll.'" on tip Incomo nol '.portad 10 .mploy.... Mach Form 4137 . , . , , 50 51- T.. on qullll1ed r.tiremonl plan" Including IRAs, II ..qulr.d, '"eeh Fonn &329 . . , . , , . , ' . . , . 51 52 Adv.nce ollned incomo Clodll p.ymonls I.om Fonn W-2, , , , , . , , , , . , , , , , , . . , . . . . , , , , . . 52 :i,il!i,i; 53 Add IIn.. 481hrouah 1)2, Thi' I, you. total tIM, . , , , . . . , , , , , , , , . . ' , , . , , . . . . , , . , , , . , . ~ 53 814. Paymente 54 "d.r,llnea"" tUWlthh,ld,1f anyl.lrom Forml.) 1091, ch.ck .. .. U 54 156. I""";';' ::11I';'<:! 55 55 904. ,01'1,' 10930$1.1.. paymon" Ind .mounl oppllod Irom 1992 rolum, , :!II:I'I'1':; 56 Ellmod Incom. c,odIL Mach Schodulo EIC, . , , .......... 56 57 Almunt paid Wllh Fonn 4Il68 (axton.lon r.quoSl) , . . . , . , , , , , 57 i::;'!iL Mach 58s Excoss 1OCi0l security, M.dlcoro, & RRTA I.. Wllhhold 'm pg, "I 58a Ii 1.11:;1 I""" Fonns W-2, il'llljll b 0010001 0' .ddlllooalI993t...., Anoth Form 8841. , . . , , ",. 58b : : i:, I ~ I ::: W-2G, .nd Olh" plym,nl.. Ch.tklf t,o," 10 Form 2439 bO Fonn 4136 '.'.',1.. 1099-R on 59 59 ,:.",,,,,' " " ',1'" pogo " 'I" ;,,-"Ij 60 Add lines 54 Ihrough 59, Those ... YOlll total payments, , , , , , , , , , , , , , , , , , , , , .. , , , . , ~ 60 1.060. Refund or 61 II line 00 Is mora th.n line !\3, Bllblroclllno 53 Irom llno 00, This Is lhe amount you OVERPAID ~ 61 246. Amount 62 Almunl 01 line 81 you wonl REFUNDED TO YOU, .. , , , . , , , , .. , . , , .. .. .. .. , , .. , . , , . ~ 62 You Ow. 63 Almuolol~ne61 you wool APPLIED TO 1994 EST, TAX" ~'1631 246. I"~ 64 IIl1n.!\3 I. mora Ihao llno 60, ,ublrOClllno 00 ',om llno 5:), Thl.I' the AMOUNT YOU OWE, For details on how 10 pay, Including whal to write on your paymont, soo pago 29. . . . . . . . . , . , 64 65 Esllmatod laJil ponalty (soo pogo 29). Also Includo on line &4. , . -I' 65 I , 11111I11I111111.1 111111I,,111111111111111111:11111111111 Sign Here I<!lOP I COPV ofthls return lor your racords, Paid Praperer'. U.. Only ~'31 104012 LEST\':R STONE K 204 03 3975 p 2 .--------.-- Dolo Spousa's occupalion E'l'IRED PropOIf)f'!l ~ wqnflluro , _._-.-.._~...- ----.. 'j._--- Fllm'~ 1l0fno (or Y(JUI~j f<d rt 1 C 113011.omployod) ~ ... .... .-.. -. find flddruli~ , 1 2 () N. Enoli, U Nit IUtll Oillo Chock I' PrnparOf's soclfl' socurlty no, 2-1')-94 ooIl~fll>l~fld__R ,08-42-2609 C, Dil';';i,C1'iL.._ _____ .E.L~Q2J_-.22J7780 .: n 0 I il D /' ~"~_ '__'_'_"__ liP codo Pa 1'1025 CIIPY"II"'IFIl"'"~;nll"""'"CI".~ "I'IIN~"" 'n, PI'lll"""} PTepll'" Edlllon 11. QROU COMP(N~ATlON. w.g.......II...llp.. .te. AttAch FOlm(.)W-2 11 1b, UNA(IMBUIUI(O (MP\.OY( IUSN. EllP[NSES. AttAch PASCh.!.) U[ 1b 1<, NET PA TAXABLE COMPENSATION, Subtroclllno lb kom Ilno 11, , .. , ,'. , , , , ., 1< 2. TAXABLE INTEREST. From .nached PA 5<:hodulo A , , . . , , , , , , , , , . . . . , . 3, TAXABLE DIVIDENDS. From .nached PA 5<:hedulo B . . ' , , . , , . ' , . , , . ' , . . . , , , , A ~ 4, PA PROFIT OR [lOSS) FROM A BUSINESS, PROFESSION OR FARM: ~ M 4L From .nached 5<:hedllle(.) C .nd/or 5<:hodule(s) F , , . , , . . 4. A 0 4b, From .nached PA 5<:hedule(s) RK-1. , , , , . . . , , . ' , ' , . . . , 4b C : 1<:. TAXABlE PA PROFIT OR NET [lOSS), TOlollI""" 4. .od 4b, , , . , , , , , . . . , . , , . , ., I<: H Y 5. PA GAIN OR (LOSS) FROM THE SALE, EXCfIANGE OR DISPOSITION OF PROPERTY: ~ 0 541, From .naehed PA 5<:hedulo(.) D .od/or PA 5<:hodulo(.) 0-1 5. I! ~ !lb. F,om .naehed PA 5<:hedule(s) RK-l. , , , . . , ,. ..,.,.,.. 5b ~ I! llc:. From .nached 5<:h, PA-19, Sale 01. Persoool ResldollC8 , , 5<: R 5<1. AMOUNT OF A~LOWABLE EXCLUSION FROM LINE 20 OF PA-l 9, , . , , , , . , , , ' , ' , , , . . . 58. NET TAXABLE PA GAIN OR NET [LOSSI, TOlolllnoo 5., 5b, & 5<:, , , , . , . . , . , 8. NET TAXABLE PA INCOME OR NET [LOSS) FROM RENTS, ROYALTIES, PATENTS AND COPYRIGHTS From .nached PA 5<:hedule(s) E .nd/or S<:hedule(s) RK-1 " 6 TRUST INCOME. From .nached PA 5<:hedulo J . , . , . . . . , , . . , . . . . , . , , . , , , . , .' 7 GAMBLING AND LOTTERY WINNINGS, Anach ""h. or explanatlco elln<:erm er po""1 e PA TAXABLE INCOME, Add IIn"" Ie, 2, 3, 1<:, 50, 8, 7 & e. DO NOT SUBTR LOSSES 0 TAX LIABILITY -- 2.8% OF LINE 9 Mulll I Uno 9 .028. , . , , , , , , , , . . . , , , . , " 10 TOTAL PA INCOME TAXES WITHHELD, From .nached Form(s) W-2 , . . . . . , , , 11 PA ESTIMATED TAX PAYMENTS: 12.. Cr. ',om1QU R.lurnS 12b. Tolalll13 hI. 11. P'ym.nu S 12<<:, ~;::~~~llhS TOTAL ESTIMATED PAYMENTS AND CREDIT (Add 1I0es 12., 12b .od 12e), , , , , TOTAL CREDIT FOR TAXES PAID BY PA RES IDS, TO OTHER STATES/COUNTRIES From .nached PA 5<:h.(s) G: PA 5<:h, RK-l or olher evidence 01 lax due .nolher sl.le 13 14 TAX FORGIVENESS CLAIMED PA SCHEDULE SP, C<lmplete PA 5<:h, SP & SP Wk,ht 14 14a, D.pandool. Claimed en PA 5<:h, SP: lib. C1aimanl's Tolal ElIg'billly In<:o"", Irom Uno 11 01 SP Wk:Jtll.; 14c. ClalmQnl's Tala! Supporllncomo Itom Step 2 01 SP Wkshl 15, EMPLOYMENT INCENTIVE PAYMENTS CREDIT, Frem an ached PA S<:hedule(.) W. 15 18, TOTAL PAYMENTS AND CREDITS Add IIno", 1 12d 13 14 nnd 1~ 16 T 0 17 TAX DUE (SUBT.lINE 16 FROM LINE 10) CHECKS PYBL. TO PA DEPT. OF REV, 17 Ay X E 18 OVERPAYMENT (Sublracl Uoe 10 Irom Une 16) . 10 Doubie Chock Your M.lh D R 19.. Arneuol 01 Une 1610 00 REFUNDED lOa U p 19b. Arneuotel Une '010 00 CREDITED 10 YOUR 1334 E~iT1MATEO TAX ACCOUNT The Tolol 01 Uo,", 10., 13b E Y lOb. 19<, .nd 19d M 1!)c. Amounl 01 Lino 1810 bo DONATEO 10 'ho WilD RESOURCE CONSERVATION FlHlO 19c ~ T, 19d Amounl 01 lIllo 1010 bo DONA nOlo tho lJ S OL YMJ>IC COMMI r Tf~E, f'A [JtVl~lI()N MUST EQUal line 18. 1!)d ~:,1:~f:::j'~'c:~;t.V:')lIIY, I ,1.(.111" Ih.' I h.ll~' "..,n'fl.,j Ih,~ ,..tu.n, "1,.III'I"'II'u, "mplny<"U ~, h..t"llI~ Ml'l ,t.'.m.nl.. ,n,l tll th. h.~t o. my ~nll...I"III" ,n,l .11. II.. IfU', y~~~s~q.';-.l~i,~.,;-' ---- ..- -~.-.- . --- -_._..I'.O;~ht ;;'-u'''''~'' "I I,,-.i'.ll-,-.;:nitl.,ih.-ri..;r.-,Y-ii: b,U'-:1 nfl,lI ,n'u,m'IHin 01 ",tI,th lh"I""II.'" h,n,n1~0l<l...I"IU' Slgn_ X X ;0;---..--- - -..-- - .__ here ~)POW).fl"1 ~lIqlltlhJlt' llll,,,nl. II. 'I I' <1"", "un h.n.I "n'y ,"" 1\.'1 "1< ,;m., COMMONWEALTH OF PENNSYLVANIA 1993 Resident Individual Income Tax Return PA-4OR (8-8a) o fllCll VII' filer IIoglfllllf'II____,___ _. Endl' YOUR SOCiAl SECURITY NUMBER 204-03-3975 PA 40R lUOJ 1n04 SPOUSE'S sac, SEe NO 179-12-4404 lllll Namo S'fONE , LESTER Homo Add,o.. 230 SALT RD CIIy 01 Pall 0"1cI ENOLA Funt nlll1lU, jl1lMI & 5p()W~'s K & DOROTIIY J SIBle Zip Co"" PA 17025 DAYTIME TELEPHONE NUMBER CIIed< h.... N till. I. . eh.nll" 01 _...IroIIlIa.t Ill'. '.tum. SCHOOL DIST, NAME (whore you lIvod Doc. 31, 11193) I... ...~., ....) EPASD 21250 7, 8. 9, TAX 10. 11, A p N AD 12. Y C 13. MR E E ND T I S T S - X fiLING STATUS: (ct.",. 0,..) ~ ~ ~::d, hlIng I tol'" rotlJrn M MI/'Iod. I1IIng 1Illp1/.Iu/y T JOIol CIIl", for Tax Forg'vo o Doculood, FH1~ tolum n,llo' Ilulh R-ESIDENCY STATlJS: (Chock Only II A Pl/l,Ye., ROOdelll) ~ Pal' Yr, Rnld. floIIt !lUJ to NAME/ADDRESS LABEl OPTION ChICk h".1I 'in plld. p"pal'f and VOII onlV ..nllo "nl..... nam'/add".. '-b.l n..t.,.,", OF F1C1AllJS~ OFFICIAL USE 2 3 PIoOGG Use Comlcl School Dlsblel Codo O. 3 952. 214. Anoch All Roqulrod Docurmnl4 This Relu," Must Be Fllod On Or Bolor. Apr1l15, 199-4 llN IS !Ie 4 166. 117. Soo Instructions For Claim Esl. Credit 12d 117. Sign Your Return 117. O. fl'llpllfllr"1 Tfllophono Nun\b411 11'/-"'12-')289 I Nil "'1I1 OCCUPATION: Your'a RE'rIRED SpolJOO's RETIRED II" INOICATlHOWMANYOf r ACH J:OAM/SCH,IS An. Formo W-2 5<:h. UE Formo 1009 5<:h. A 5<:h. B 5<:hs C 5<:hs F 5<:hl RK-l ~ 5<:hlD 5<:hl D-l PA-19 5<1 5<:hs E 5<:hs J B 5<:hs G 141 14b 14<: 4 , 1"66:' Schs W - - - --~~;;'~ 1-~-94 I HI' ~"III, II ,,' II" '",It ,,".11. 'l"lv "1'11 Nfll, ". hn 11I"11'''' I ~ iv'ld~'jj;;;';;' ;;;"R.tu~; O'l ~@94 'orlho "." l-lloc, ,.. I"~, or 01/11I lu III YOlO '"' ...... II>ItIol Doc ~ ..1oInI.00um,fllO'J ,lIrIlnomoandlnlllal LIbel (SII iIlIINcIkln' ClIIPIOII21 u.. the IItt libel. Olhanol.., pII... pM' 01 type. "..I~.IIU.I EI.e1I", &lm,.I,. (811_ 12,1 FIling StltUI (811_ 12.l ChICk only ""' bol. Exempllonl (811 _ 13,) II """.lhlll.l. dlplndenl., 1M peg. 14. Income Att.ch Copy. 01 your Form. W-2, W.20, tncl 10l11.R ....., II you did not gel . W-2. 1M plIQI15, Enclosl. bul do 1101 .lIlCh. .ny ptymtnl wllh your return, AdJustment. 10 Income C.utIon! SIt 1n.11UC11onI . , . L A . . L " . ft . -.00 not 'Mtte. .I~"'" , " 0M8 No, 11141.0074 Y.... _1MWtIy_ In i I Z! qC/O<l __'.aoCtot........,_ I I For Prlno. AollIIId Plperworll RtduotIon Acl Nollo., _ pege 4. v.. No _ Chl<lInG 'y..' rtOIc/llnfle1'OlW 1u0l1lllM:.1'OlW ../lxId. NUN . IlltI~, andlng l... name :57.0 AJ ~_____ lll_ nllN ~,no, 10 IhIt Md? , SIngII MarrIId nllng IoInI ..Ium (tven II only on. had 1ncomI) MWIlId IIlIog ....t. ilium. En'.. _'. soclllllCUl1ty no, IboYt end fuI ntmI httI. . :J ()" ~ 0;) - .39 ;If HIICI 0' houlthold (wllh qualllylng person), (SIt PlIQI 13,) II the qutlllylng pnon I" child but not your dIptndtn\, 0111. thlt child'. ""'" ...... . I 0vII1 w with I child ... .. died . II . See It 1lJ'f"0UtMlI. II yew pIIIIlt (01 __ II..) CIII c1t1m you II , dlptndtnl on hit 01 her ... ......., do not chick boo ee, But be .... to chICk Iht boo on lnt 33b On _ 2 . . . . . . . o DIptncIInq, (1)_IIirIt,~~Ii,IIld_II""'1 I d II lOlI' dll~ d~o'llI'II with vou but I. d.lmtd u lOlI' dtlll"dsnt unlit, . p",' 985 1Q'lImll1I, chick her. . 0 . Totll numblf 0' ... lion. cltlmld , , . , , , , , . . _ WIQIO, ..'",,", 111'1, tie, AII.ch Form(.) W,2 , , , , , , , , t....... Inl"..llnc""" (... PIO. 15), AII.ch Schedul. B II over $400 , T..,..~ Inl"..1 11M peg. tel, DON'T loclud. on 11n. ee Ib DIvIdeIld Incomt. AlI.ch Schedul. B II over $400 , , . , . . , Tueblt "Md., c,edll., 01 0.,,1. 0' .1.1. and loc.llncom. I.... (1M p.ge Ie) , AIlmcnyllCtlvld , , , , , , , , . , ,', , . , ButInIoo Incomt 01 (tou), AIIlCh Schedul. C 01 C,EZ, , , , , , , , , CapII.1 gain 01 ~o..). II laqul,ed, .lItch Schedul. 0 (SH PIO. 18) . . , . , Oth. lain. 01 (100oi.). AIIlCh Form 4797. , , , , , , , , , , , , , TntlllRA dl.lrlbutlon.. ~ l-.l b T.._ _ (SH PIOII7) lolallll"llOMl/Idlflnull1n l.!!!..I U bTuablt_(_pIgo17) RlIllal r.1! ..1.1., roy,III.., plI1nlfShlp., S COfllOl'.IIon.. tru.t., ltc, AIIlCh Schedul. E F_ IflCom. 01 (\0111, AIIlCh Schedul. F . . . , , , . , . , , UntlTlploymanl compilllllllon (III p.g. Ie) . , , , . . . . , , , , . SotI.I.I<:Urtty bentnt. 120111 I I b Tu_ _ (1M peg. 18) Oth.. IflComt, ll.t typt and amounl--llt PlIQI II """,,, ,,,,.,,, ",,,,,,,.......... Addthumounl.lnlh"ltrl hI column'OI11n.. 7lh,ou h21, This I. ourtoltllncome. Your IRA deduction (1M PlIQI 19) . , , , 23a Spou"'$ IRA dl<tuctkln (III p.gel9) , , , ~ Moving bptn..., Alltch Fann 3903 or 3903,F 24 One.half 0' ,,",ampioymII1tlu. , , , , 2 S.If.Imployld hI.llh In.ur.oc. deducllon (... psg. 2t) 28 Kaogh "lIr"""" pllIl and ..II'amployed SEP deduction 27 P....1Iy on .Iffy wtthdrawl! 0' living., , , 211 Almony paid, Rlciplllll'. SSN . I I 211 Add "hit 238 lilt 28, Th....re our tOil' ua_, , , , , , , . 30 Su&I'Kl "." 30 "om IIn. 2'1 Ihl. ~ YOU' ..,..1.. ..... I...",. If 1m Ih.o Sl5.288 .nd . child lived wIIIl ~.. Ih.n 19.000 W . child dldn'lllv. wtln 011, III ''''''Ill IflCo",. c,ldn- "" 27. 31 7 ee b I 10 11 12 13 14 IS. IS. 17 Ie ,. 20a 21 22 23a b 24 28 H 27 21 28 30 31 c., No 12&000 13, _, II MDO ... . It ..... _, II .... -... ....: . I"" eta III . lIiII' "" .. III ..... .-.. ..,_ (1M ,... 141 _ DA,tH.... . Is .......... - - AlI'_ ........ --.. / - 'orm 1040 11"4) ,....t~(I'"' Tlx Compu- tetlon ~s:i Poge NY"'!wIIlt Ihe IRS 10 IIg\n your tlX. ... Poge 24, Credits ~poge Other T8xes (Ste poo' 25,) Plvmenl* Allach Forme W-2. W'2Qhend t098' on lIlofronl. Relund or Amounl You OWl Sign Here ~ Koop ocopy , 01"'11 "Iurn lor your ~ rocardo, , P.ld Pr.p.rer', U.. Only ill Amount ""'" !',lo $1 (edJulled gr011 Income) , , , . , . , , , . , . * ChecII H: Itriou w.. 85 or older. 0 IlItnd: 0 Ilpou" WII M Of older. 0 1lItnd, Md .... number 01 110... ~kod above end enter tha tolll har.. . . .. il3I b "your ,*,,"1 (or _ 01..) can clolm you al a dependenl. chack hft . .. S3b 0 o "you.... mlln1ad IIttng laplrlllly and YOUl spoil" Neml... dodllclklnl Of 0 you .... I duaI'llatua IIlen. ... page 23 end chocIl hara. . . . , . ,. il30 lIam'"cI daduollonl from Schadule A. Ilna 29. OR etanclanI daduollon shown boIow lot your "ling .lalul. aut " you chacked anr 110. on Ilnt il3I or b, go 10 poge 23 10 IInd your Ilendord deduction, II you cMc:kid 110. 330. your .tendord doductlon II .ero. I Slngll-$UOO I Hud 01 houlol1old-SUOO . MarrtId Nino JoInlly or eulllfylng wIdow(~,315O I Mlln1ad "ling ..pa'IIoIy-$3.175 3S Sublroc:tllnt341romllnl32 , ,..,'.' ,'"...",.. :II IIIln1 32 Is $83,1150 Of Iuo. multiply $2,4150 by lIlo total number oIl.empllonl clllmed on Ilna 80, " lIna 32 Is OVII $83,1150, III !hi wott<ohaII on poge 24 lot thl amount 10 ..,Ier. :18 st T..... '"- Subtract IIn. 3S from line 35. " I". 3S Is more lllan 11M 35. ..,t.. .0-. 37 :18 Till. Chocl< H from .1Z4f1ll Tlbl., b 0 Till flat. SchtduI.., 0 OCop/toI GIIn Till WOII<, ohaII, or cI 0 Form 118t5 (I" page 24), Amount from Form(l) 88t4 . I I :18 AddIlIonIlllll.., Chaelt "'rom I 0 Form 4970 b 0 Form 4972 40 MJ .... 31 and 39 41 CradIl lot child Ind dlpllndanl CIII'.pon_ Attach Fonn 2441 42 Ctd lot tho oIdartV or lIlo dlublod. A!loch Scharlula R , . 43 F~ lilc crodII. Attach Form lt18 , , . . , . . 44 Olhar ctedllt (I" paQa 25). Chock II from I 0 Form 3800 b 0 Form 8398 00 Form 11501 cI,D Form (.paclly)_ 44 4S MJ lIMo 4t through 44 . . . , . , . , , " . ole Subtract Ilna 45 from Itnl 40, " llno 45 II mora Ihlll IIna 40, enter .0, .. .7 SII/'~fIl1OI1t t... A!loch Schedul. SE. . , , . . , , , ole AIlornau.e mInImun1 t... Attlch Fonn 8251 , . , . , , , . , , , , 41. RIcoptura IIll", Chock " !rom I 0 Form 4255 bD Form Mtt 00 Fonn 8828 110 Soclil oacurtty IInd Modle..111ll on lip Income not JOpOrled to employer, Attoch Forni 4137 el Till on qualll\od ,,1I,omenl pllnl, Including IRAo, II requl,ed, l!llch Forni 1132~ , , , 82 AdvIl\Cl ..mod Incom. credit plymlnl. lrom Form W,2 , 83 MJ IIn.. 48 h 52, ThI.11 our tolattJi., , . . . 1I4 Ftdltlllncoml tIX withhold, Il.ny Is Irom Forml') t099, cheek. 0 88 1894 ~od !Ill plymonl.1I1d amounl .pp11ed from 1993 rtlum , 51 .......Inl:_.....t. "required, Ittach Schedul. ~IC I_ PIQI 27). Nontorclblt _ Incoml: amounl . I I ..:J IIndtypl. .......................................,........... 57 Amount paid with Fonn 4888 (..I.nllon ,oqUIIQ. , , , &a bcWl ooclal IOCUrlly end RRT A I.. wllhhlld (I" plga 32) " Other paymonll, Chock II 110m a 0 Form 2439 b 0 Fonn 4138 110 MJ "nol 1I4 th, 59, ThI.1 Ira our total ntJi. " , . . ., . "1Ino 110 10 mono thin 1In' !l3, .ublrOClllna !l3from IIno 110. ThIs " tho amount you OVtRPAlb, 52 Amount oIlIn. 81 you wanl RIFUNDIED TO YOU. . , , , , , , , , , M Amoonl "Int 8t you Wlnt mlllO TO TOUR IllS lSTlMATlO TAll . t:i ... II 11M ~ Ii more than llno 110, .ubtract lint 110 trom line 53, This Is lha AMOUNt YOU ill.Wl. FOI detllls on how to Ply, including whit 10 wrllt on yOur payment, 1M poge 32 . , . M Eltlmatod till 1M 33 , A100 Include on IIna 1I4 118 \JndoI ponoItloo 01 poojuIy,l doc"'. thlll h." ,,"",-11\I, ..I"", ond _Y'''lISC- ond '1"_., ond totllo _ 01 my _... ond bIIef. lhey.. tNt, t~'. 1M cornplete. DecI",Uon 01 pt'1PIf1f (ol~ ..... lupeyerJ I, biNd on IIIlnlormlllon of which prepnr ha IIny knowlldlltl. Dote V<>>r occupallon J ."2.0 oj' ~A" :.'~ SPOUN', occupation ......... 34 Entar tho .... 01 your. 41 42 43 Prlplr." ~ t9'l"u,. , 'Irm', """' (or WIOll-~ond - pip I '': ,.. ole ole 47 ... .1 110 51 52 83 DO 00 ., PrtPlflr" lOCI.. _~ M. 'u,a,OIMffWnft'I'Mnfallte: ,.. - 51"'" .... I OMII No. 11148.fll1'. SCHEDULES A&B (Form 10401 Schedule A-Itemized Deductions (Sch.dul. B I. on b.ckl . Att.ech 10 'OITI\I04O, .. See 1n.1N.1Ion. 'or SChed..... A .nd . (form I '\1.4 ~"- 07 ~No. y.... ...101 -urltJ ..- CIIUllon: 00 nor Include .xpenses relmblJ"ed 01 piJd by of hers. 1 Medical and denial expens.a (see paQ' A,I). . , . 2 Enlll amounl from Form 1040, line 32. L.LJ I :5 Mulllply IIn. 2 .bov. by 7.5% (,075), , . . , ., :5 4 Sublr.cllln. 3 ',om Un. I, IIl1n. 3 Is more than IIna 1 enler ,0, 5 SI.I. and loeallnCOlTl' taxIS , , 5 . R.al eslal. lulS (aee page A-2) , , , , , , ,. I 7 PlI10Ilal property laxlS. , . , , , . , . " 7 . OIher WIS, Usllype and amounl .. ............ .. .. . .. , Add lines 20 Ihrough 22 . , . . . , , , , , , Enl" amaunll/om FOIm 1040, line 32, 24 Multiply IIna 24 above by 2% (,02) , , , , . .. 25 Subtract IIn. 2~ Irom IIn. 23. IIl1n. 25 Is more then line 23, .nlll ,0, MOVI"ll'xpenses Incurred belOl. 1994. Anach Form 3903 01 3903,F.ISee page A,~,) Othe,-',om list on peg. A,~, list type and amounl .. '" ,,',"'" "".""". 21 Is FOIm 1040, IIn. 32. ov., SIll ,800 (OVII $5~,900 1/ married filing se,a,ately)? NO, Your deduction ~ not limned, Add Ihe amounls In the far righl column } lor lines 4 Ihrough 28, Also, enler on Form 1040, line 34, the ler." 01 ... this amount 01 your slandard deduclion YIS. Your deduction may be limited, See page A.5 10' the amount 10 entll', 'or '....f'WOIt.: .....Ion Act Notte., ",'enn tCMO Inttrvctlont. e., No 1:l"U -.....,- ___ f'l NomolII- on Form 10<10 M.dlcl! .nd Dentel Expen..' Tell.. You P.1d (See pege A.1.) ................................................................ . Add lines 5 th h 8. Int.....t 10 Homa mortgage Inlar.sland polnls reported to yuu on Form 1098 YOU P,ld 11 Home mortgage 1n1_1 not reported to you on Form 1098, II peld (See 10 the peraon 110m whom you bought the home, see page A,3 pege A.2,) end show that peI1OIl'a name, Idtntllyl"ll no,. Ind tddrm .. ................................................................ ................................................................ Noll. ................................................................ 11 """'"II 12 PoInls not ,eported to you on Fo,m 1098, Se. page A-3 Int_tlt 'or special rul.s , 12 not deduellble. 13 Inveslment Inter.st. II requl,ed. attach FOIm 4952. (S" page A-3.) 13 14 Add lines 10 thro h 13, Gift. to '15 Gifts by cash or check, II any gift 01 $250 or more, see Chlflty page A,3 K you mid. . III Othe, than by cash or ch.ck, If any gift 01 $250 '" more, gift Md got. see page A,3. If OVII $500. you MUST attach Form 8283 Iltntftt lor n. 17 Canyo,e' I,om prior y.ar _ pogo A'3. 111 Add Iln.s 15 throu h 17 , Cllullly .nd Th.n LOII.I II Jo' Elpln,.. 20 Ind Moat Olher MI,clllanea., OlducllOlll Casual or th.ft loss(.s , Attach Form 4684, (See pa . A,4. Unrelmbu,sed employee .xp....ses-job trav.l. union du.s, lob education, .Ic. If 'IQulred. you MUST attach Form 2106 or 2106.EZ, (See page A'5,) .. ,.. ........... ................................................................ ................................................................ (See pege A,5 101 ..pen... to deduct here,) 21 22 T8)( preparation lees . , . . , , . . , , . , Other expens.s-Investment, safe doposl! box, ttc, L1sl type end amount ~..,..,..,.... ..... ....... .........,...... ................................................................ 23 24 25 :ze O1her 27 MISCllllneaul 28 O".cllolll Totll Itemlz.d DeduclloM Sc_ A lP- 104G11.... I." .'- , ............................................................................................ . Addthearilountsonlln.5. . . . . . . . . . 1 ClPltai gain distributIonS. Enter her. Ind on Schedule 0'. 1 . NonIlMIbIe dlslributlons. (See the Inst. for Form 1040. line 9.) · 9 Addllnes7.nd8 . . . . . . . . . . . . . . . 10 Subl.act line 9 Irom line 6. Enl.r lhe ..suit h.r. Ind on Form 1040. line 9 . .. 1 '/I ~ do nol need Schedul. 0 10 ..pori .ny olher IIlins or Ioss.s. tiller YOU' cepll., Qeln dlsl. Fo,m 1040. Hne 13. W,II. "CGO" on lhe dolled Hnt nt.llo ~ne 13. If you hll;! ov" "00 01 Inl"est or dlvldlndl OR hed . loreIgn ICcounl or _. . grllntor of. or I tr_'_ to. . loreton lrust. you must complete this pert. ' H. At eny tlm. during 1 ll9. , did you hlYI.n Inlll.st In or. signeture or 011* euthorlty oyer' ftnencllll account In , lor.lgn country. IUCh IS , b.nk accounl. securttlel ICcount, or othef ftnInCl,l .ccount? See p.ge 8.2 lor 'Mcepllons and "ling requlrementllor Form TO F lIO.22.1 . . . , b II "Ves." enler the neme 01 t~"'orlig" counlry" ............. ............... ........ ............. ..... 12 We.. you the gr.nlor 01. or I..nslllor to, , loreign trust thel 'Mllted during 199.. whethef or no! you hey. eny bene"cllllntllest In II? " "Ves." you mlY hIv. to ftIe Form 35:10, 3520.A, 01 828 'or '....orIllltdllcllon Act Nollel, ... 'orm 1040 ....1nIctIonI. 'V.I. -..... '....- ,.. - ,~.. Ich.duIe . 1'''' .P,rt I Inl.,..11 Income (SH PIll" 15 MIl 8-1.) NoIlIt H you NCatved I Form 1099.INT. Form 1099.010. or IUIl,UM, ,lalamant ',om I broI<..lgo flnn. i111 \he linn', nama II lho plyor MIl ani.. \he lot"lnt....1 ahQwn on 111I1 form. p,rt II Dlvtdml Income (Ste PIll" 15 MIlB.I.) NoMI H you IICeIved I Form 1099.DIV or MIa\tluII' l1aIamant !rom I br.,. lIrm. "I the ,,",I, ,.". u lhepayorlWld "'III the lotal dMd."d, ahown on 111I1 form. P,rt III FOI'tllln Account. Ind 1111.1. (SH page UI 0M8 No. ,..HO,4 Your ...... ......, . I. Soh.dule B.....h1t.re.t lnd blVldend Income Nolat If /lid o~ 1400 In Illlable Inl....,1ncome mu.l "10 I. Perl /II. . 1 U.I nerne 01 plY". " any Int.rest II Irom I letl...nn~nced mor1gll/' II1d 1111 buy" UIlld the property IS I pereonal ..sldenc., ... plge 8-1 Ind lilt this ~:~~~li~tf2~:~~~~f:~~:~~~::~:7:~~~~::~:::: ........~Q.~.~ .:s,1:y.e..,..... ...C".......... ...... "n' ..... ::.'1..... ........... ....,.. .en. g:e....$.....1' :t::t;....~. ...).l'l'.(.I.(. M J... ..",. ~ ~.\i\'................. ............................................................................................ All....... .......... 0'" ............................................................................................ i ............................................................................................ .......................................................h................................... ,... ....................................................................................... ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ ............................................................................................ 2 Add Ih. smounts on IIn. 1 . . . . . . . . . . . . . . . . .. 2 3 EMcludable Inl....1 on ...Ies EE U.S. savings bonds Issued 1ft.. 19891rom Form 8815. Mn. U. Vou MUST .\tlch Form 8815 to Form 10.0 . . . . . ., :I 4 SUbtrecllln. 3 I IIn. 2. Enter It1e ..suit here Ind on Form 1040 II .. · Nolal If had ow, 1400 In lOSS dividends end/or other dlslributlons on slock muit else a Ulst neme of payer. Includ. gross dividends lrid/or oll1lr distributions on Ilock ~r~;:~ c:t~ ~I~ ~1.st~~~.~~I~~~.~.~.~.~.I~~~.~ .~~~~~~I.~ ~I~ .~. ~~.~~~ - 1.1'1I dt ::::..::::::::..:::::::::::i1~:::.::::::::::::::::::::::::::::::::::::::::::::::::: ............................................................................................ ............................................................................................ ............................................................................................ I ............................................................................................ ............................................................................................ ............................................................................................ .........................................................................................,.. ............................................................................................ ............................................................................................ ............................................................................................ .' 4. As a result of your employment (inclUding all past employers), are you subject to any retirement or pension plans or programs from which you are now entitled to receive, either presently or upon retirement, any monies from a retirement or pension program or which you may be entitled to receive monies in the future, assuming that you meet all of the vesting requirements of such plan(s)? If so, state the following: (A) (B) Each such plan or program; The date upon which each such plan vested or will assuming you meet all the vesting requirements at earliest possible time; and (C) The monies you are currently receiving or expect to receive from each such plan upon retirement, vest the Answer: Defendant's SERS retirement penefits went into status in 1984, See the prior interrogatory the yearly income. pay for , ' 6. Itemize any and all income, cash and non-cash, not already included in your Answers to any precedin9 Interrogatories, includinq but not limited to secondary employment pension plans, annuities, inheritances, retirement plans, social Security benetits, lottery prizes, bank interest, dividends, etc. For each source ot ncome provide: (A) The source ot the benefit; (8) The amount and frequency ot the income; and (e) The basic terms of the income. Answer: See Answer to Interrogatory 13. I " I I !' [, , ,'.' , ., 13. Identify all real estate which you own or in which you have an interest, either individually or with another person, For each such piece of real estate, provide the exact address and location of the property. Answer: 230 Salt Road Enola, PA I verify that the statements set forth in these Answers to Interrogatories are true and correct, I understand that false statements herein are made subject to the penalties of 18 Pa. C.B.A, 14904, relating to unsworn falsification to authorities. Da te : Septentler 9, 1994 Do1r~ ~~ ',';.' . "'11. Defendant m.rk. on the li.t below tho.. It.m. applic.bl. to the c... .t bar it.mi.ee the ....t. on the followlng pag.., Real Property Motor Vehicl.. Stock., bond., ..curltl.. and optlon. Certlfic.te. of O.pa.lt Ch.cking .ccount., ca.h Saving. .ccount., mon.y m.rk.t and ..vlng. certiflc.te. Content. of ..fe d.po.lt boxe. Tru.t. Llfe In.ur.nce pallcle. (lndic.t. face value, c..h .urrender value and current beneflclarl..) Annuitie. G1ft. Inh.rit.nce p.t.nt., copyrlght8, lnv8ntlon., roy.ltle. per.on.l Property out.lde the home Bu.ln..... (li.t .11 owner., lncludlng p.rcent.ge of owner.hip, .nd offlcer/director pa.ltlon. held by . p.rty with comp.ny) Employment termlnat lon benef It. .ever.nce p.y, workm.n'. compen..tion cl.im/.w.rd Proflt 8h.ring pl.n. penllon pl.n. (lndlc.te .mploy.. contrlbutlon .nd d.t. pl.n ve.t.) Retlrement pl.n., indlvldu.l r.tlr.ment ~ccount. Dl..bllity p.ym.nt. Lltlg.tion cl.iml (m.tured .nd uru"atur.d) Mlllt.ry/VA beneflt./Government Education benefite Oebt. du., including lo.nl, mortg.g.. held Hou..hold furnl.hing. .nd per.onalty (include .. . tot.l c.tegory and .tt.ched itemized li.t 1f diatribution of .uch ....t. i. in dilpute) Oth.r ,nd ( x ( x ( x ( ( ( x ( x ( ( ( ( ( ( ( ( ) 1, ) 2, ) 3, ) 4, ) 5, ) 6, ) 7, ) 8, ) 9. ) 10, ) U, ) 12, ) 13, ) 14, ) 15, ) 16, ) 17, ) lB, ) 19. ) 20. ) 21- ) 22. ) 23, ) 24, ) 25, ) 26, ,f. " "I)tt.. r .'t.~. . MALa CIIW-V' 0It AT LAW to!'OU'H.,...-r IICIUAIIIIl IUMIOO ~RR..u"'.I!A t1101 . ( ( x ( x ( ( ( ( ( ( x '- ,- ,.f ASSETS or THE PARTIES MARITAL PROPERTY Oefend.nt li.t8 .11 marit.l prop.rty ln which either or bo~h .pau.e. h.ve . leg.l or equit.ble inter..t indivldually or wlth .ny oth.r pereon a. of the date tlli. action w.. convnencedl Item , C..criDtion of ProDertv Name. of AU OWner. 1 Improv.d r.al e.tat. H , W 18a RaUroad R.tlr.ment w divorced .pou.. benent 2 Tha&'aaa .I&'&'et:t: Male I~p&'eme Co~&'t: 146439 10 lo~th MI&'ket: Iq~a&'a 1~l.te 500 HI&'&'iab~&'Q, PA 17101 (717) 233-3220 Atto&'nay ro&, Defendant/petitl.one&' COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LESTER K. STONE, Plal.ntiff/R.apondent v. NO. 94-3583 Civil Term DOROTHY J. STONE, O.fendant/p.titl.one&' CIVIL ACTION - DIVORCE lUlU AND N~, April ~, 1995, upon consideration of DeLendant's Application tor special Relief, this Court enters a rule on plaintiff to show cause, if he has any, why this Court should not grant the relief requested in the petition, Rule returnable ten (10) days atter the date ot service. BY THB COU~ I " / I , , , J. / Theree. Blrrett Hale Supreme Court #46439 10 South Harket Square Suite 500 Hlrriabur9, PA 17101 (117) 233-3220 Attorney For Defendant/p.titioner COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LESTER K, STONE, Plaintiff/Reapondent v. NO, 94-3583 civil Term DOROTHY J, STONE, Defendant/p.titioner CIVIL ACTION - DIVORCE DB.BHDAKT'8 APPLICATION .OR 8PBCIAL RILIB. Pursuant to 23 Pa, C.S,A, 55 3104 and 3502 (Purdon 1991) and Pennsylvania Rule of civil Procedure 1920,43, Petitioner Dorothy J, stone, by her attorney, Theresa Barrett Male, Esquire, petitions this court as follows: 1. Petitioner Dorothy J. stone, the defendant in the above- referenced divorce action filed on July 5, 1994, currently resides at 230 Salt Road, Enola, Pennsylvania 17025. 2. Respondent Lester K, stone, the plaintiff in the proceed- ing, currently resides at 216 Faculty Road, Duncannon, Pennsylvania 17020. 3. The parties own as tenants by the entireties improved real estate situated at 230 Salt Road, Enola, Cumberland County, Pennsylvania. " 4. By letter dated March 13, 1995, Respondent I. coun..l forwarded to Petitioner's counsel a delinquent tax notice for the 19!/4-95 real estate taxes on the property, True and correct cop i.. Clf the letter and the notice are attached as Exhibit "A" and "B" respectively. 5. Petitioner received no notice regarding the taxes prior to receipt of counsel's March 14, 1995 letter because the tax bill was forwarded to Respondent IS residence in Ouncannon and not to the property address. 6, By letter dated March 20, 1995, Alicia stine, Treasurer of East pennsboro Township, confirmed that the original notice was mailed to Respondent at 216 Faculty Road, Ouncannon address on July 1, 1994. A true and correct copy of the letter is attached as Exhibit "e", 7. Under cover of letter dated March 29, 1995, Petitioner's counsel forwarded to Ms, stine a check in the amount of $938.29 toward payment of the taxes, and advised her that any deficiency was the responsibility of Respondent, A true and correct copy of the letter is attached as Exhibit "0", 8. By letter dated March 29, 1995, Petitioner's counsel requested that Respondent pay the difference, which amounted to $114,89. A true and correct copy of the letter is attached as Exhibit "E", 9. By letter dated March 30, 1995, Ms. stine returned Petitioner's check, indicating that she would not accept partial 2 payment for the delinquent taxes. A true and correct copy of the letter is attached as Exhibit "F". 10, Petitioner's counsel has not received a rep~y to her March 29, 1995 letter to opposing counsel. 11. The taxes will be turned over to the Cumberland County Tax Claim Bureau on April 15, 1995 if payment in full is not received by that date, 12, Petitioner is prepared to pay $938,29, the amount of the taxes due by August 31, 1994. 13, Respondent's nine-month delay in forwarding the tax notice should not enure to Petitioner's detriment. 14, At present, the difference between the taxes due in July, 1994 and the tax payment due now is $114.89, 15, Petitioner is 73 years old and on a fixed income. WHEREFORE, Petitioner requests the court to enter an order requiring Respondent to pay any all interest and penalties accrued on the tax liability from September 1, 1994 to present, Respectfully submitted, Date: YIp./~J" .t...l..-I!t.: Theresa Ba rett Male, Supreme Court # 46439 10 South Market sq. - Suite 500 Harrisburg, Pennsylvania 17101 (717) 233-3220 Attorney For Def.ndant/Petitioner 3 9,.e,o,.'1 !Jl. !Jleecl """'110'I of "- 2.23 N. Third St. . Horrllburg, PA 17110 (717) 238-0.34 FOM (717) 238.8.69 rt~~~~~~9~~ By March 13, 1995 Theresa Barrett Male, Esquire 10 South Market Square, suite 500 Harrisburg, Pennsylvania 17101 , Ro: Stone v. Stone Dear 1-Is. Male: Enclosed please find a copy of a Petition for Bifurcation ~hich is being filed today. Enclosed also please find the 1994/95 East Pennsboro Area School District Real Estate Tax Notice, Please have Mrs. Stone pay the bill forthwith. Gregory R, Reed GRR/na Enclosures EXHIBIT I A EXHIBIT I [l I, il t I I ..00. O. ."VIO. I hereby certity that I am this day serving the toregoing application upon the persons and in the manner indicated below which service satisties the requirements of Pa, R.C.P, 440: service by first-class mail addressed as follows: Gregory R. Reed, Esquire 2423 North Third street Harrisburg, PA 17110 Attorney for Respondent f[u-J~~mt.A- Theresa Barrett Male, Esquire Date:. April 12, 1"195' " I' " ;11 ir. - '- " e:: E; ~: .. ,,..- If .:z ~l.~ ~) ..,. -" .,J~~ ~I.. 0- .. :-j .:'= 0 ", i:,) N .1 '7':;~ ,:I';::-~ ftl.t -' en ':.lIU .], W ~'t.'1 0: F. .... ....; ~ ,... ::l '" '.) ,. ~ Theree. .arrett HIle Supreme Court 146439 115 PLne Str.et H.rrLebur9, PA 17101 (717) 233-3220 Attorney For Defendant COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LESTER K, STONE, Plaintiff v. NO, 94-3583 Civil Term DOROTHY J, STONE, Datendant CIVIL ACTION - DIVORCE DI'INDAHT'. NOTION TO CONPIL PLAINTI"'. COHPLIANCI WITH DI8COVIRY Pursuant to Rule 4019 of the Pennsylvania Rules of Civil Procedure, Defendant Dorothy J, Stone, by her attorney Theresa Barrett Male, Esquire, moves the court to order Plaintiff's compliance with discovery as follows: 1. Under cover of letter dated September 29, 1995, defen- dant's counsel. served plaintiff with Interrogatories pursuant to Pennsylvania Rules of civil Procedure 1920.22 and 4005. 2. In accordance with Rule 4006, plaintiff'S answers were due on or about October 29, 1995, 3, Plaintiff failed to answer the interrogatories by October 29, 1995. 4, Under cover of letter dated July 26, 1996, defendant's counsel served plaintiff with a second set of Interrogatories. .. ,. 5. In accordance with Rule 4006, plaintiff's answers were due on or about August 26r 1996. 6. Plaintiff failed to answer the interrogatories by August 26r 1996. 7. Under cover of letter dated september 3r 1996/ defen- dant's counsel requested plaintiff immediately comply with the disoovery rules by answering the interrogatories. 8. By letter dated september 4/ 1996, plaintiff's counsel advised defendant's counsel that plaintiff would not answer the interrogatories. 9. On information and belief, the problem is with plaintiff and not with plaintiff's counsel, 10, Plaintiff has incurred $350 in counsel fees in preparing the interrogatories, the service letters, and the follow-up correspondence requesting plaintiff's compliance with the discovery rules, 11, Defendant has incurred additional legal fees in preparing and filing this motion. WHEREFORE, defendant moves the court to schedule a discovery conference and thereafter enter an order directing plaintiff to answer plaintiff's interrogatories within ten (10) days of the date 2 . , IN THE COURT or CONNON PLBAS or CUMBERLAND COUNTY, PENNSYLVANIA LESTER K. STONE, . CIVIL ACTION - LAW . Plaintiff I I v. I NO. !l4-35S3 I DOROTHY J. STONE, I Defendant I IN DIVORCE PLAINTIFF'S PRE-TRIAL STATEMENT 1, LIST OF ASSETS: Plaintiff's Inventory and Appraisement is attached hereto, marked Exhibit "A" and incorporated herein by reference. 2, EXPERT WITNESSES: Ted Long - Pension Appraiser Real estate appraiser if value cannot be agreed upon, 3. LAY WITNESSES: (i) Marion Carns -. daughter of Plaintiff and Defendant (ii) William Stone - son of Plaintiff and Defendant 4. EXHIBITS Income tax returns for 1993, 1994 and 1995 Copies of financial statements and other documents furnished to Plaintiff by Defendant. S, PLAINTIFF'S INCOME AND EXPENSES: A copy of Plaintiff's Income and Expense Statement are attached hereto, marked Exhibit "B" and incorporated herein by reference, 6. VALUE OF PENSION OR RETIREMENT BENEFITS: See copy of Plaintiff's Income and Expense Statement, .. IN THE COURT or COMMON PLEAS or CUMBERLAND COUNTY. PENNSYLVANIA LESTER K. STONE, Plaintiff CIVIL ACTION - LAW : v. NO. 94-3583 CIVIL TERM DOROTHY J. STONE, Defendant.. IN DIVORCE INVENTORY AND APPRAISEMENT OF LESTER K, STONE Plaintiff files the following inventory and appraisement of all property owned or possessed by either party at the time this action was commenced and all property transferred within the preceding three years, Plaintiff verifies that the statements made in this inventory and appraisement are true and correct, Defendant understands that false statements herein are made subject to the penalties of 18 Pa, C,S, 54904 relating to unsworn falsification to authorities, Date: /JJcud, S-,/f97 I . ~rrl~) Les er K, S one EXHIBIT "A" MARITAL PROPERTY Plaintiff lists all marital property in which either or both spouses have a leqal or equitable interest individually or with any other person as of the date this action was commended: 1lIH. NUMBER NAMES OF ALL OWNERS Lester K, and Dorothy Stone Lester K, and Dorothy Stone DATE OF ACOUISITION Pre-Separation DESCRIPTION or PROPERTY 1. Residence - 230 Salt Road Enola, PA U.S, savings Bonds (Limited Amount) Various times before and after separation Lester K, Stone Pre-Separation 3, 9, Colonial Penn ($2,500,00) 9, Baltimore Life ($600,00) 19. Railroad Retirement Board (Limited Portion) 19, Wife's SERS pension 25, Contents of Home Lester K, Stone Pre-Separation Lester K, Stone (only portion acquired before 1974) Dorothy stone Pre-Separation Lester K. Stone Pre-Separation Dorothy Stone NON MARITAL PROPERTY Item No. DescriDtion of Pronertv Reason for Exclusion 2, 1994 Dodge Spirit Lester K, Stone Post Separation 5, Checking Account - PNC Bank Lester K. Stone Post Separation 25, Contents of Home Lester K. Stone Post Separation Since the parties separated, Plaintiff has acquired certain assets which are non-marital, Item No, Nature of any Lien Effective Date of Lien Holder of Lien NOT APPLICABLE PROPERTY TRANSFERRED Plaintiff lists all property in which either or both spouses had A leoal or equitable interest individually or with any other person And which has been transferred with the precedinq three years. lUH NUMBER NAMES OF DESCRIPTION OF PROPERTY ALL OWNERS 3, U,s, savings Bonds Husband and Wife DATE OF ACOUISITION Various DATI OF D.ANIlIB 1994 . , , , " LIABILITIES or PARTIES Plaintiff marks on the list below those items applicable to the case at bar and itemizes the liabilities on the following pages, SECURED ( ) 1- Mortgages , ( ) 2, Judgments ( ) 3, Liens ( ) 4, Other secured liabilities UNSECURED ( ) 5, Credit card balances ( ) 6, Purchase () 7. Loan Payments ( ) 8, Notes Payable ( ) 9, Other unsecured liabilities CONTINGENT O~ DEFERRED ( ) 10. Contracts or AgrBements ( ) 11, Promissory notes ( ) 12. Lawsuits ( ) 13. Options ( ) 14, Taxes ( ) 15. contingent or deferred liabilities LIABILITIES Plaintiff marks on the lists all liabilities of either or both spouses alone or with any person as of the date this action was commenced: nDI NUMBER DESCRIPTION OF LIABILITY NAMES OF ALL CREDITORS DEBTORS AMOUNT , NONE CERTIFICATE OF AND NOW, this /3~day of mztch SERVICE , 1997, I, Gregory R. Reed, Esquire, Attorney for Plaintiff, do hereby certify that I have served by first class mail a copy of the attached Plaintiff's Income and Expense statement and Inventory and Appraisement this day to the following address: Theresa Barrett Male, Esquire U5 Pine street Harrisburg, PA 17101 Gregory R, Ree , E qu~re Attorney for Plain iff 2423 North Third Street HarriSburg, Pennsylvania 17110 (717) 238-0434 Attorney 1.0, No. 23705 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA. LESTER It. STONE, : CIVIL ACTION - LAW Plaintiff : : v. : NO. 94-3583 : DOROTHY J. STONE, : Detencf!.nt IN DIVORCE DEFENDANT'S INCOME AND EXPENSE STATEMENT. FEDERAL INCOME TAX RETURN AND PAY STUBS AS REOUIRED UNDER RULE 1920.31 I hereby file the statement of Income and Expenses, Tax Return and Pay stubs as Required Under Rule 1920,31 and verify that the information therein contained is true and correct to the best of my knowledge, information and belief, I understand that false statements herein are made subject to the penalties of 18 Pa, C.S, 14904, relating to unsworn falsification to authorities, : :' !:.6/{[.+--W~. Date: 77I~ 1~/??7 Exhibit "B" " I CERTIFICATE OF SERVICE AND NOW, this ~ay of March 1997, I, Gregory R. Reed, Esquire, Attorney for Plaintiff, do hereby certify that I have served by first class mail, a copy of the attached plaintiff's pre-Trial statement, this day to the following address: Theresa Barrett Male, Esquire 10 South Market Square, Suite 500 Harrisburg, Pennsylvania 17101 ~ ~..=z2-) ~ a::=~, Gregory ,~~r E~U . re 2423 North Third street Harrisburg, Pennsylvania 17110 (717) 238-0434 Attorney I,D. 23705 il .... f I ~ 0 ~ ~ ~ "! ] ~ ,-Pl "" A. " 2! ~~I " > ~ ~ ~ !j~h !;~~~ . Ul ~ >-) I ' ~r ~ I ~ ~2~ .' , .. . . , . . ..3-14 ,crl Tc .. .. .. Harrisburg Hospital. At age 78 he just wanted to avoid litigation and live the balance of his life free of interference from Defendant, As such, he had great difficulty, mentally and emotionally, responding to discovery requests, 9. Plaintiff's response to paragraph 8 of Defendant's Motion is incorporated herein by referenced as though fully set forth herein, 10, Preparation of interrogatories and several letters are costs which Defendant would have incurred regardless of when the interrogatories were answered, Furthermore, the failure to respond was substantially due to circumstances beyond Plaintiff's control and certainly was not vexatious or designed to harm anyone, 11, Both sets of Interrogatories have been answered, Under the circumstances of Plaintiff's deteriorated physical and emotional condition his failure to promptly answer interrogatories is understandable, There was nothing vexatious about his failure to promptly answer the interrogatories and he certainly was not acting in bad faith, Furthermore, Defendant has a history of dilatory conduct. She filed a divorce action against Plaintiff in Cumberland County to No, 2166-S-1983 on July 22, 1983 but it was purged because of inactivity, '>- -, lr ('.. " ~.: .r; (1 ~~:. U:! ... ...j c..J! ('-'), '/ , ["11 t",_ " ,,' J ~ '/1 U.. !t.1. I. lI. r-. .J .....' C' ,,) - - " ~ IN THE COURT or COMMON PLEAS or CUMBERLAND COUNTY. PENNSYLVANIA LBSTER K. STONE, . CIVIL ACTION - LAW . Plaintiff . . : ,v. . NO, 94-3583 CIVIL TERM . . . DOROTHY J. STONE, . . Defendant IN DIVORCE INVENTORY AND APPRAISEMENT OF LESTER K, STONE Plaintiff files the f(lllowing inventory and appraisement of all property owned or posEessed by either party at the time this action was commenced E,nd all property transferred within the preceding three years. Plaintiff verifies t.hat the statements made in this inventory and appraisement are true and correct, Defendant understands that false statements herein are made subject to the penalties of 18 Pa, C,S, 54904 relating to unsworn falsification to authoriti~s. Da te: /J'Jatc'~ S", /<797 /" ~rJ~~ Les er K, S one ( ) 18, (X) 19, ( ) 20, ( ) 21. ( ) 22, ( ) 23, ( ) 24, (X) 25, Pension Plans (indicate employee contribution and date plan vests) Retirement plans, Individual Retirement Accounts Disability payments Litigation claims (matured and unmatured) Military/V,A, benefits Education benefits Debts due, including loans, mortgages held Household furnishings and personalitr (inClude as a total category and attach itemized 1 st if distribution of such assets is in dispute ( ) 26, Other MARITAL PROPERTY Plaintitt lists all marital property in which either legal or equitable interest individually or with any date this action was commended: lUll NUMBER DESCRIPTION OF PROPERTY 1. Residence - 230 Salt Road Enola, PA U,S, Savings Bonds (Limited Amount) 3, 9, Colonial Penn ($2,500,00) 9, Baltimore Lite ($600,00) 19, Railroad Retirement Board (Limited Portion) or both spouses have a other person as ot the NAMES OF ALL OWNERS Lester K, and Dorothy stone Lester K. and Dorothy stone DATE 01' ACOUISITION pre-Separation Various times before and after separation Lester K, stone Pre-Separation Lester K. stone Pre-Separation Lester K. stone (only portion acquired before 1974) Dorothy stone Pre-Separation Lester K, Stone Pre-Separation Dorothy stone NON MARITAL PROPERTY 19, Wite's SERS pension 25, Contents of Home Item No. De8criDtlon ot PrODertv Rea80n tor Exclusion 2, 1994 Dodge Spirit Lester K, Stone Post Separation 5, Checking Account - PNC Bank Lester K, Stone Post Separation 25, Contents of Home Lester K, Stone Post Separation Since the parties separated, Plaintitt has acquired certain assets which are non-marital, Item No. Nature ot anv Lien NOT APPLICABLE Effective Date of Lien Holder of Lien LIABILITIES or PARTIES Plaintiff marks on the list below those items applicable to the case at bar and itemizes the liabilities on the following pages, SRCURED ( ) 1 . Mortgages ( ) 2. Judgments ( ) 3, Liens ( ) 4, Other secured liabilities UNSECURED ( ) 5, credit card balances ( ) 6, Purchase () 7 , Loan Payments ( ) 8. Notes Payable ( ) g, Other unsecured liabilities CONTINGENT OR DEFERRED ( ) 10, Contracts or Agreements ( ) 11- Promissory notes ( ) 12, Lawsuits ( ) 13, Options ( ) 14. Taxes ( ) 15, Contingent or deferred liabilities LIABILITIES Plaintiff marks on the lists all liabilities of either or both spouses alone or with any person as of the date this action was commenced: 1DII NUMBER DESCRIPTION OF LIABILITY NAMES 01' ALL CREDITORS DEBTORS AMOUNT NONE AND NOW, CERTIFICATE OF SERVICE this lJE:day of ~tc-tJ , 1997, I, Gregory R, Reed, Esquire, Attorney for plaintiff, do hereby cel:tify that I have served by first class mail a copy of the attached Plaintiff's Income and Expense statement and Inventory and Appraisement this day to the following address: Theresa Barrett Male, Esquire 115 pine street Harrisburg, PA 17101 ~~;;/-/) / /%~/) . / ~). _~:~.--G - " Gregory R, Ree , E qu re Attorney for Plain iff 2423 North Third street Harrisburg, Pennsylvania 17110 (717) 238-0434 Attorney I,D, No, 23705 ~~~ ( ".'. .., I lIl'. C- r'" . l".\: 1, r:'. ('. I 11..1 . . , J I. ;, '.'" I ,''- I '-, C' '..J ., , , ), I' i ,-" I. '" (,.' " I ., '. l.' ' ; C' "') oil, ... "I.. I II. I" , U U' ,~) ... There.a Barr.tt Male Supreme Court 146439 115 Pine Street Harri.burg, PA 17101 (717) 233-3220 Attorney For O.t.ndant COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LESTER K, STONE, PlaintHf v. NO. 94-3583 Civil Term DOROTHY J, STONE, Defendant CIVIL ACTION - DIVORCE PRI-TRIAL STAT!MZNT or DOROTHY J. STON! Background Information Wife: Retired from the Commonwealth of Pennsylvania in 1984 Resides at: 230 Salt Road, Enola, PA (MR) DOB: 12/20/21 PA 55#: 179-12-4404 Nee: Beers Annual Income: $17,194 (1996 1040) Husband: Retired August 10, 1982 from the Railroad Resides at: 216 Faculty Road, Dunannon, PA with his daughter and son-in-law, Marion and David Carnes DOB: 6/8/18 PA 55#: 204-03-3975 Annual Income: Unknown Date of Marriage: 9/14/41 Date of Separation: May, 1961 Children: Two adult children, William (age 47) and Marion (age 54). H: #1; W: #1 Marital Assets Real Estate: 230 Bait Road Enola, Cumberland County, PA (1960 JTE) fair market value *Husband's estimate 70,000* .. ,1 Propo.ed Re.olution . Will supplement atter Husband provides his tinanoial intormation. Respeottully submitted, I- I' j i/ " ;:C:J /JUv~tt~ Theresa Barrett Male, Esquire Supreme Court # 46439 115 Pine street Harrisburg, Pennsylvania 17101 (717) 233-3220 Attorney For Detendant [ ., If I: " , Dated: 3/14/97 3 ~ ~ ~ ~ i JI IC s ! j ~ ~I , ; 2i L,b ~ L1-g . ., . ~ . ~ LI!ISTER 1(. STONI!I, Plaintiff V8. I IN THE COURT OF COMMON PLEAS OF I CUMBERLAND COUNTY, PENNSYLVANIA I I NO. 94 - 3583 CIVIL I I DOROTHY J. STONE, Defendant IN DIVORCE ORDER OF COURT AND NOW, this . ~v\ I. -- day ot j...-L-S( , 1997, the Master, having been informed by an obituary notice in The Patriot-News, a newspaper published in Harrisburg, Pennsylvania, that the Plaintiff, Lester K. stone, died at the Polyclinic Medical Center, Harrisburg, Pennsylvania, on sunday, May 25, 1997, the appointment of the Master is vacated. BY THE COURT, P,J. cc: Gregory R. Reed Attorney for Plaintiff > ~>b":.~ (. .,).<n. 1-~. Theresa Barrett Male --r--. I Attorney for Defendant , '. a,. M.''I*'AT1IIOf.NIIVI' TIIaOly....U1.1M1 ....... .... I I.-a' IC. .... "" 0111. ,.. 1Ile, 110I4. D\UlllIImOD. dIId Iwl. dIr In fobdInIc MIdlaol CIIl. . tIr. JIIrriIburI, HI WU I ntind ConrIilIlD' =- IIId WU I mllDw of the JIIII'....t U" StIt.aI...., I\lrVlvlnl III I 101I. WIWIm C. ... of H".....1atftWfti . dautlltlr. MIrIan L. CIrn... wltb wbom be UYId: II" II'II\d. cbIIdml: 11I4 tlrO .....t'lfllld. cbI14nD, . StrvtCII wW be held ,t 2 p.m. . Thunday In' BoYlr runerll Home. 101 W. MaIn St.. New Bloomfte\4. BurIIl will be ID Bloomftlld Ctmtlel')', VlIW\III will be from 1 to 2 p.m. Tb\ll'lda)' In tht f\IIIIrII holDl,