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HomeMy WebLinkAbout94-05360 \~(I.t -_:c I~t';'-j \.') I ',;i,-""\(i; '\~\ , , ~ , , ./1 li'ff !i " "(; ;j -'I , ~ '1 I-r. ',j , ': , , 'j 1;-\ , " !i ., " " ~' i-:! J () ~ CV) \r) I ? ,/ MARITAL AGREEMENT THIS AGREEMENT, made this 21~~ day ot November, 1995, by and between Julie L. Pass, party ot the tirst part, hereinatter J;'eterred to as "Wite", and Christopher M. Pass, party ot the second part, hereinafter referred to as "Husband". WITNESSETH: WHEREAS, the parties hereto are husband and wite, having been married on November 17, 1989 and separated on August 18, 1994; and WHEREAS, certain differences have arisen by and between the parties as a result of which they have now separated and live separate and apart from one another, and the parties hereto are desirous of settling fully and finally their respective financial and property rights and obligations as between each other including, without limitation by specification: the settling ot all matters between them relating to the ownership and equitable distribution ot real and personal pI'operty; the settling of all matters between them relating to the past, present and future support, alimony and/or maintenance of Wife by Husband or of Husband by Wite; and in general, the settling of any and all claims and possible claims by one against the other or against their respective estates. WHEREAS, the parties being fully advised as to their respective rights, duties and obligations growing out ot their , marital status, particularly with respect to the relevant sec- tions of the Divorce Code, Act of April 2, 1980, P.L. 63, Act No. 26, as amended, 23 P.S. 3101 et sea., and being fully aware of their right to consult with or having consulted with their respective legal counselor advisors, Andrew C. Sheely, Esquire, Attorney for Wife, and Murrel R. walters, III, Esquire, Attorney for Husband, and having had the opportunity and ability to request a full and complete disclosure of income and assets from the other, and reviewing this Agreement, have come to an agree- ment as to each and all of their said matters of property and relations; and WHEREAS, Wife has filed a No-fault Complaint in Divor- ce, said Complaint being docketed in the Cumberland County Prothonotary's Office at No. 94 - 5360. NOW, THEREFORE, in consideration of the above recitals and the mutual covenants hereinafter set forth, each of the parties hereto intending to be legally bound hereby by affixing their hands and seals agree as follows: 1. ADVICE OF COUNSEL Husband and Wife acknowledge that they have been given the opportunity to obtain the advice of counsel regarding the provisions of this Agreement and their legal effect in advance of the date set forth above to permit such independent review. Each 2 . party acknowledges that he or she has had the opportunity to receive independent legal advice from counsel from his or her ..lection, and that each fully understands the facts and has been fully informed as to his her or her legal rights and obligations, and each party acknowledges and accepts that this Agreement is, and the circumstances, fair and equitable, after having the opportunity to receive such advice and with such knowledge, and that execution of this Agreement is not the result of any im- proper or illegal agreement or agreements. In addition, each party hereto acknowledges that he or she has had the opportunity to be fully advised by his or her respective attorney of the impact of the pennsylvania Divorce Code, whereby the court has the right and duty to determine all marital rights of the parties including divorce, alimony, alimony pendente lite, equitable distribution of all marital property or property owned or pos- sessed individually by the other, counsel fees and costs of litigation and, fully knowing the same and having the opportunity to be fully advised if his or her rights thereunder, each party hereto still dp.sires to execute this Agreement, acknowledging that the terms and conditions set forth therein are fair, just and equitable to each of the parties, and waives his and her respective right to have the Court of Common Pleas of Cumberland County, or any other court of competent jurisdiction, make any J determination or order effecting the respective parties rights to a divorce, alimony, alimony pendente lite, equitable distribution of all marital property, counsel fees and costs of litigation. 2. ~RATION It shall be lawful for each party at all times hereafter to live separate and apart from each other in such place or places as he or she may from time to time choose or deem fit. 3. INTERFERENCE Each party shall re free from interference, authority and control, direct or indirect, by the other as fully as if he or she were single and unmarried. Neither shall molest the other or their respective families, or compel or endeavor to compel the other to cohabitate or dwell with him or her, or to in any way harass or malign the other or their respective families. 4. WAIVER O~LAIMS AGAINST EST~ Except as otherwise provided herein, Husband relin- quishes his inchoate intestate right and his right to act as a personal representative in the estate of Wifer and Wife relin- quishes her inchoate intestate right and her right to act as a personal representative in the estate of Husband. Each of the parties hereto by their presents, for himself or herself, his or her heirs, executors, administrators or assignsr does remise, 4 release, quit-claim and forever discharge the other party hereto, his or her heirs, executors, administrators or assigns or any of them, of any and all claims, demands, damages, actions, causes of actions, suits, at law or equity, of whatsoever kind or nature, for or because of any matter or thing omitted or suffered to be done by said other party prior to and including the date hereof, except that this release shall in no way exonerate or discharge either party hereto from the obligations and promises made and imposed by reason of this Agreement and shall in no way affect any cause of action in absolute divorce which either party may have against each other. 5. MARITAL PROPERTY The parties hereto acknowledge that during their marriage they have acquired, individually or jointly, various assets and property, including the following: (A) 1288 Boiling Springs Road, Boiling springs, Pennsylvania (marital residence); and (B) 1455 York Road, Boiling Springsr Pennsylvania; and (C) 1985 Jeep CJ7; and (0) Miscellaneous Personal Property; and (E) state Employee's Retirement system Pension; and (F) Miscellaneous marital and non-marital gifts. s Husband and Wife acknowledge that they are aware of their respective rights pursuant to the Divorce Code of 1980, as amended, to obtain formal valuations or appraisals of the marital residence, and other items of marital property. The parties hereby waive any necessity for completing or attaching any financial disclosure(s). Each party further acknowledges the opportunity to attach a full and complete financial disclosure and that such disclosure is not desired to effectuate a fair and equitable resolution of their marital rights, duties and obliga- tions as provided in the Divorce Code of 1980, as amended. 6. PERSONAL PROPEB!X The parties hereto mutually agree that they have effected a satisfactory division of the furniturer household furnishings, appliances and other household personal property between them, and they mutually agree that each party shall from and after the date hereof be the sole and separate owner of all such tangible personal property presently in his or her posses- sion, whether said property is heretofore owned jointly or individually by the parties hereto, and this Agreement shall have the effect of an assignment or bill of sale from each party to the other for such property as may be in the individual posses- sions of each of the parties hereto. 6 , The parties hereto have divided between themselves, to their mutual satisfaction, all items of tangible and intangible marital property. Neither party shall make any claim to any such items of marital property, or of the separate personal property of either party, which are now in the possession and/or under the control of the other. From and after the date of the signing of this Agree- ment both parties shall have complete freedom of disposition ae to their separate property which is in their possession or control pursuant to this Agreement and may mortgage, sell, grant, conveyor otherwise encumber or dispose of such property, whether real or personal, whether such property was acquired before, during or after marriage, and neither Husband nor Wife need join in, consent to, or acknowledge any deed, mortgage, or other instrument of the other pertaining to such disposition of property. 7. REAL ESIA1% Husband agrees to transfer his rightr title and in- terest in and to the parcel of jointly-owned real estate with improvements thereon situate at 1288 Boiling Springs Road, Boiling Springs, Monroe Townshipr Cumberland County, Pennsyl- vania, as more specifically described in Deed Book "I", Volume 35, Page 971, as recorded in the Cumberland county Recorder of 7 Deeds Office, to Wife and to sign all documents necessary to effect said transfer of the title to the real estate to her name individually. The documents necessary to transfer title from Husband and Wife to Wive to the jointly-owned real estate will be signed simultaneously herewith. Wife agrees to assume and save Husband harmless from any obligation which he may be liable in association with the real property located at 1288 Boiling springs Road, Boiling springs, Monroe Township, Cumberland County, Pennsylvania. Wife agrees that upon delivery of the deed to the jointly-owned real estate, she will indemnify Husband on account of any obligation he may have to her on account of any obligation concerning the ownership of the real estate including, but not being limited to, municipal liens, real estate taxes, sewer and water assessments, fire and casualty insurance, and utilities. Husband further agrees to transfer his right, title and interest in and to the parcel of jointly-owned real estate with improvements thereon situate at 1455 York Road, Boiling Springs, Monroe Township, Cumberland County, Pennsylvania, as more specif- ically described in Deed Book "G", Volume 36r Page 553, as recorded in the Cumberland County Recorder of Deeds Office, to Wife and to sign all documents necessary to effect said transfer of the title to the real estate to her name individually. The 8 documents necessary to transfer title from Husband and Wife to Wife to the jointly-owned real estate will be signed simul- taneously herewith. Wife agrees to assume and save Husband harmless from any obligation which he may be liable in association with the real property located at 1455 York Road, Boiling Springs Road, Boiling springs, Monroe Township, Cumberland county Pennsylvania. Wife agrees that upon delivery of the deed to the jointly-owned real estate, she will indemnify Husband on account of any obli- gation he may have to her on account of any obligation concerning the ownership of the real estate including, but not being limited to, municipal liens, real estate taxesr sewer and water assess- ments, fire and casualty insurance, and utilities. 8. ~ SUM PAYMENT In consideration of Husband's waiver of all rights arising from the marital relationship and the terms and condi- tions set forth in this Agreement, Wife shall pay Husband an amount of $20,000.00 on the date of execution of this Agreement. 9. MOTOR VEHICLES The parties hereto agree that Husband shall be entitled to have the sole and exclusive control, benefit, use and title of the 1987 Jeep CJ7 or the proceeds thereof. 9 10. MISCELLANEOUS (A) The parties hereto acknowledge and agree that any and all savings and checking accounts, as well as certificates of deposit and other investment accounts, owned by them jointly or singly, have been divided to their mutual and individual sati- sfaction. (B) Neither party hereto shall make a claim upon the other for accumulated pension, profit-sharing, retirement sup- port, retirement benefits, insurance policies, IRA'sr or any retirement-related benefits. (e) The parties hereto acknowledge and agree that any and all life insurance policies owned by them jointly or singly have been divided to their mutual and individual satisfaction. Each party hereto acknowledges that they have in their sole possession those policy or policies of life insurance which they intend to keep and retain as their sole and exclusive property and, further, each party shall have the right to designate the beneficiaries of said policies. (0) The division of existing marital prop~rty is not, except as otherwise expressly provided herein, intended by the parties to constitute in any way, a sale or exchange of assets and the division is being affected without the introduction of outside funds or other property not constituting a part of the 10 marital estate. As a part of an equitable division of the marital properties and the marital settlement herein contained, the parties hereto agree to save and hold each other harmless from all income taxes assessed against the other resulting from the division of the property as herein provided. (E) Each party represents and warrants to the other that he or she has not incurred any debt, obligation or other liability, other than those described in this Agreement, on which the other party is or may be liable. A liability not disclosed in this Agreement will be the sole responsibility of the party who has incurred or may hereafter incur it, and such party agrees to pay it as the same shall become due, and to indemnify and hold the other party and his or her property harmless from any and all such debts, obligations and liabilities. 11. ~BTS OF HUSBAND AND WIFE The parties hereto agree that any and all obligations incurred subsequent to the date of separation, said date being August 18, 1994, shall be the sole and individual responsibility of the party incurring the obligation. Husband represents and warrants to Wife that from the signing of this Agreement and in the future he will not contract or incur any debt or liability for which Wife or her estate might be responsible and shall indemnify and save harmless ~ife from 11 any and all claims or demands made against her by reason ot debts or obligations incurred by him. Wife represents and warrants to Husband that trom the signing of this Agreement and in the future she will not contract or incur any debt or liability for which Husband or his estate might be responsible and shall indemnify and save harmless Husband from any and all claims or demands made against him by reason of debts or obligations incurred by her. 12. ALIMONY. SUPPORT AND MAINTENANCE Both parties acknowledge and agree that the provisions of this Agreement providing for equitable distribution of marital property are fair, adequate and satisfactory to them and are accepted by them in lieu of and in full and final sati$faction ot any claims or demands that either may now or hereafter have against the other for support, maintenance or alimony. Husband and wife further, voluntarily and intelligently, waive and relinquish any right to seek from the other any payment for support, alimony and maintenance and, further, waive and relin- quish any rights to division of property, other than provided in this Agreement and, finally, waive any rights to alimony pendente lite, counsel ~ees and court costs. Husband and wife both agree that they have been respectively advised and are aware of the contents of the 12 provisions of the Divorce Code, as amended, in Pennsylvania, wherein considerations are set forth in determining an appropriate amount, if anYr to be paid in the form of alimony. After being fully advised of the contents of the Divorce Code, as amended, both parties voluntarily and intelligently waive and relinquish any right to seek from the other payment for support, alimony and maintenance. 13. MUTUAL RELEASE Subject to the provisions of this Agreement, each party waives his or her right to alimony and further distribution of property inasmuch as the parties hereto agree that this Agreement provides for an equitable distribution of their marital property in accordance with the Divorce Code, as amended. Subject to the provisions of this Agreement, each party has released and dis- charged and by this Agreement does for himself or herself, and his or her heirs, legal representatives, executors, administrators and assigns, release and discharge the other of and from all causes of action, claims, rights or demands what- soever in law or equity, which either of the parties ever had or now has against the other, except any or all cause or causes of action for divorce or except in any or all causes of action for breach of any provisions of this Agreement. Each party also waives their right to request marital counseling pursuant to 13 section 3302 of the Divorce Code. 14. SUBSEOUENT DIVO~ A decree in divorce entered by a court of competent jurisdiction to either party shall not suspend, supersede or affect the terms of this Agreement. Both parties agree, if requested, to enter a Consent Order or Orders concerning the provisions of this Agreement in the Court of Common Pleas of Cumberland County, Pennsylvania, or any other Court of competent jurisdictionr as a part of a resolution of any divorce action filed or to be filed. This Agreementr and the terms and conditions contained herein, as well as the enforcement of said terms and conditions, shall be contingent upon the granting of a Divorce Decree to either party by the Court of Common Pleas of Cumberland county, Pennsylvania, or any other Court of competent jurisdiction. Furthermore, both parties hereto agree, if requested, to execute the appropriate affidavits and consents to secure a No-fault Divorce as may be required by the Divorce Code, as amended. Both parties hereto agree that this Agreement may be incorporated into a separate Court Order but shall not merge in such order. 15. EHTIRE AGREEMENT This Agreement contains the entire understanding of the parties and there are no representations, warranties, covenants 14 or undertakings other than those expressly set forth herein. Husband and Wife acknowledge and agree that the provisions of this Agreement with respect to the distribution and division of marital and separate property are fair, equitable and satisfactory to them based on the length of their marriage and other relevant factors which have been taken into consideration by the parties. Both parties hereby accept the provisions of this Agreement with respect to the division of property in lieu of and in full and final settlement and satisfaction of all claims and demands that they may now have or hereafter have against the other for equitable distribution of their property by any court of competent jurisdiction pursuant to section 3502 of the Divorce Code or any amendments thereto. Husband and Wife each voluntarily and intelligently waive and relinquish any right to seek a court ordered determination and distribution of marital property, but nothing herein contained shall constitute a waiver by either party of any rights to seek the relief of any court for the purpose of enforcing the provisions of this Agreement. 16. VOLUNTARY EXECUTION The provisions of this Agreement and their legal effect have been fully explained to the parties by their respective counsel, and each party acknowledges that the Agreement is fair and equitable, that it is being entered into voluntarily, with 15 full knowledge of the assets of both partiesr and that it is not the result of any duress or undue influence. The parties acknowledge that they have been furnished with all information relating to the financial affairs of the other which has been requested by each of them or by their respective counsel. 17. ADDITIONAL INSTRUMENTS Husband and wife shall from time to time at the request of the other, execute, acknowledge and deliver to the other party any and all further instruments that may be reasonably required to give full force and effect to the conditions of this Agree- ment. lS. MQDIFICAT1Q!L AND WAIVEij Any modification or waiver of any of the provisions of this Agreement shall be effective only if made in writing and executed with the same formality as this Agreement. The failure of either party to insist upon strict performance of any of the provisions of this Agreement shall not be construed as a waiver of any subsequent default of the same or similar nature. The waiver of any term, condition, clause or provision of this Agreement shall in no way be deemed or construed as a waiver of any other term, condition, clause or provision of this Agreement. 16 19. BREACH If either party hereto breaches any provision of this Agreement, the other party shall have the right, at his or her election, to sue for such breach, or seek other remedies or relief as may be available to him or her. Both parties agree and are aware that non-compliance with any provision of this Agree- ment permits either party to pursue appropriate legal remedies, including sanctions as set forth in 23 Pa. C.S.A. !3105. Each party further hereby agrees to save and hold harmless the other party from any and all attorneys' feesr costs and legal expenses and expenses that either may sustain, or incur or become liable or answerable for, in any way whatsoever, or shall pay upon, or in consequence of, any default or breach by the other of any of the terms or provisions of this Agreement by reason of which either party shall or shall be obliged to retain or engage counsel to initiate or maintain or defend proceedings against the other at law or equity or both or in any way what- soever, provided that the party who seeks to recover such attorneys' fees, costs and legal expenses and expenses must first be successful ~n whole or in partr before there would be any liability for attorneys' fees, costs, legal expenses and expenses. It is the specific agreement and intent of the parties that a breaching or wrongdoing party shall bear the burden and 17 obliqation ot any and all costs and expenses and counsel tees incurred by the other party in endeavorinq to protect and entorc. his or her riqhts under this Agreement. All remedies provided by l~w and all remedies provided tor in this Agreement tor enforcement of the Agreement shall be deemed to be cumulative and the exercise of one remedy shall not bar or prevent the pursuit of any other remedy and either party may elect to pursue such remedies simultaneously and the exercise ot a remedy one or more times shall not exhaust its use or prevent turther pursuit of such remedy. 20. DESCRIPTIVE HEADINGS The descriptive headings used herein are for convenience only. They shall not have any effect whatsoever in determining the rights or obligations of the parties. 21. INDEPENDENT SEPARATE COVENANTS It is specifically understood and agreed by and between the parties he~eto that each paragraph hereof shall be deemed to be a separate and independent covenant and agreement. 22. APPLICABLE ~ This Agreement shall be construed under the laws of the Commonwealth of Pennsylvania. For purposes of contract inter- pretation and for purposes of resolvinq any ambiguity herein, the parties aqree that this Agreement was prepared jointly by their 18 ALED-OFFICE OF TI {E pn011-IONOTAAV S5 GEe II PH 31 15 CUMI3EHLANlJ' COUNTY Pl:Nl\~~Y1YN,It^ " ,I"~ " ,,'.J :'.1', " 'j ,p! .," " ,I " I '" .' , I~ \ . " -- . ~ ... -, -f '1;. -+' ~ f:' ~ , a,,:) l.() l:j In II) r- - ~ ,j\) -:<; '1.; .",.. en . -,. ,,1 'I.... <;) .... fJ II~ l[') 0- " ',J '~j 0-.., r-.. () ':1- - < ~ '- -- r:,:. -I ~I :j "-J -:p ~ '.. I., .,,"J 0.... Z 11I0< 0<> ~>1 ~ - "'III Ii Z~ .... O~ i ~'" . "6~J ~~ III o .~ .... III+> 0>00< .... O<~ ~~~c:~ i-oH .... "'I'll ~~I +> '0 Jll!< . ~ . ~ III Z!_ 0 fIl.... XQI tJ . ... " - i-oOZ fill'll .... llII '" · ~ 0 0<..-1 ~QI 0 . 00.... ll, '" ~o :- OZI-o = .... Oj~ . . '" IQ . H > 0 ~~ i-o :C~H ~ fIl 1-01%1.... .... .... Z~~ . H ~ 0 0 .... . . ((/0\'11/1 . /-.- '('/".',/11/1 . , . JULIE L. PASS, : IN THE COURT OF COMMON PLEAS OF Plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA . . . vs. I CIVIL ACTION - LAW . . CHRISTOPHER M. PASS, . NO. 5360 CIVIL 1994 . Defendant . IN DIVORCE . A..IDAVIT O. CO...NT 1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on September 20, 1994. I acknowledge receiving a certified copy of the Divorce Complaint, said copy being served upon me by certified Mail, on October 3, 1994. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing the Complaint. 3. I consent to the entry of a final Decree of Divorce. 4. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce decree is granted. I verify that the statements made in this Affidavit are true and corract. ! understand that false statements herein are made subject to the penalties of 18 Pa.C.S.A. section 4904 relating to unsworn falsification to the authorities. DATE: /1 ~,;11'-~ , , Ii;';;-,.'.',-, i, -,' ;', -:' t,;, _ \ -'~" 11- , _ _- t ;-;'r,,~, - ill,,- I" !'J'~_[~ I" ,I!! ! ~.~ j'-); "."1, ,I:i'. "," , '\",1",;' lIT I, I' Noy 1I Ils5 r,~ l;~' 'II.ED' (j"IM II! . Ii >; r.r~ ,....":1 (I!( 1 ) ~h) 'CU~~U),\. f~li;'. ";1;UhT,," PL~h';(l'j~HH , , I' 'I' , ".' I, " ""rh;J.;,~,,,.,-,,,:;,ji,,,,'~,il'W;i'A""\i-<tji,l-~~~.Mii~lif~\lI!lt_tw~ I ' ' ", ;c......., . . .. . . # ,,.-_. ..' ~~.. " nOY Z1 12 55 PH '95 I, I HQ-OFFIC' ,OF Till: PPlll'lry"'~rA~Y CU~Utl(l_.MIO CI.l~~n PENN~)ILVA'IIA " ."'...."..."""'.".""'""""",'._l#~..l\!IJ..t~ "",. ....0 , ' ~'r''''''''"If'1.1 llllllllrt'':I1VI .'lln"ro;,i'l< ti ",', ' ", ~ "--<- , . ~ '_,I " h a 'I,' , , " '. I, .. " . , , . . Ii, .' " , " . M....,_ , . ~ . JULII L. PASS, I IN THE COURT OF COMMON PLEAS OF Plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA I v.. I CIVIL ACTION - LAW I 53,i0 CIVIL 1994 CHRISTOPHER M. PASS, I NO. Defendant IN DIVORCE UrIDAVI'l' O. II.VI.a COIIPLAIMT COMMONWEALTH OF PENNSYLVANIA COUNTY or CUMBERlAND 55. The complaint in the above-captioned matter was served by Certified Mail, Return Receipt Requested, on October 3, 1994, as indicated by the attachod receipt card. A~ C.~~ ANDREW C. SHEELY SWORN to and subscribed befor~ me this po;, day ot .~:" (I. ( , 1995. , t ( ..1 t.:t; . I . , ~ Notary Publio , ') l L 1 My Commission Expire.: NOIARIA, SIA, CATHfAIN~ J,IAAAA, NOTARVPUlklC SIUAlllANSrOWN IOAO, CUMIf~LANO CO. PA, MY COIolIolISSIOIII~~IAU 5.,r 1,1099 FILErroFACE OF 'THE rllOTHO~!OTARY 950i-C 13 PH 12156 CUM13B\Ij.J',[) COUNW FE~I~,!S'I~ItN,\ " " , \' , , ' " .'; " ',1 ,,/ " ., ,,' ,.,..,--" " '" .'...e'''>.\,.,...'"'....n!h;H;iE,; I "";~,y(t"';i!t,ll;J-]<i'''t...~u,,~...,..,.j.......,-' ,. \ ,I If "'1""' " , . .1 .- , . ,....- I.",. '" I,' " -;, " , " t j ", ,i . , , , !/~,,r,) /1(--,<,.1:-. -- , , " "'"-'~!~"""1'1;'11I ,., " ,4 " . 'I '_ ..,.,'.'H::', ':(./.;.:,\'),:. .... '_'.' '; :"-'I,.,.(jI"''''''/I:!I.~Hl~''t.J" __" ".' 1',-,', """'}"~'\ij'~" . """""" ~"!"".';+'H";'-:'\l''-'"''''~>'- '--'Ji!;~J+j{I."'''' ',/' , ' 1-.. ~m\''Y !....,,; 'li, . .' ~_ ij'- , (;1' '. ''\~~ll!1l'''I,!h,,, -... _.__.l ~ :."." . ,. . "-.- .. "'""F"~#'\ll,\--,,,,,\"_.40ff"~. . :~."_,'"_,,...,,.._, ,.,,1.""'-""-""""' ALED-OFFICE OF TIlE FWJTI-iONOTNlY ss ore 13 Pi; 12156 CUMBEf1()NO CCUNlY PENNSYLVANIA "-~-"~~_I,.!-~, 1, ''''I111F1 . "".m - ''''.\" 4, 't ., .1 , " ~I'I ? .J.J -,....,-.,-, I ", ~ " . , ,01, . '.'," . , I, ." !:/, , " i,' I I', ! . ,. " ,." I' I' I I ,"" I, .~ ' I,,',.' 1:' t., t I, i, f' " ( .' . ! !H , I,I''L' ~,..:,Il':~ 1:1./,~'.l; :l~ :'\1\:t'(!~": f' .""I't>-}\'(i} .,'. , :,1', -~Il'i:,i'j. ~,. "f/, "' 'I, 1,",'1 """"11... ,,4"~'''''h''''1l''''1U OF1H~TARY SSDcC, I PH 31 ,~ ~f3EnUNI) COUNTY PENN3'llVANfA " " ,,' ~"'.""".'JW"'~'r~lit4\l!~~W_41kt~.'\"'~""~I"""'<'~"'I''''ll''''''*'_'~1~'''-1'''\~'-'7 ' '.. " ' , . . ',0 .' ,I' 'I,' ~, .' .' ,,'" .1. I'~' . J....-.- Wheat First Butcher Singer S.Nlng Inv..loll Sin" 1134 l :lll'111 ~1.lll'llll'I\1 A~counl Number WY01 6635-0524 A~~flunl Of: JULIE L PASS May J. J99! - May 31, 1m Page 2 fir 2 Current Portfolio TYPE/DESCRIPTION SYMBOL Cash and Money Market CASH TOTAL CASH AND MONEY MARKET Bonds NUVEEN TE UT TR 1181 S PA TR-SEMI ANNL PMT TOTAL 10NDS Stocks EXXON CORP CURRENT PRICE ESTIMATED ESTIMATED ANNUAL CURRENT VALUE INCOME YIELD -5,272.78 0 0.0 -5.272.71 0 0.0 - 5,927.20 504 8.5 5.927.20 ~ 1.5 - 19,369.00 3,336 4.2 19.369.00 3,336 4.2 - 80.023.42 3.840 -!!.:.! QUANTITY -5,212.78 239 24.8000 XON 1,112 11. 3150 TOTAL STOCKS TOTAL ESTIMATED PORTFOLIO VALUE Activity Summary IEGINNINO CASH AND MONEY MARKET DIVIDENDS AND INTEREST OTHER ACTIVITY TOTALS ENDtNO CASH AND MONEY MARKET SUBTRACTIONS .00 --&Q -8.997.1\1 NET AMOUNT 409.28 3.315.35 3,724.63 -5.272.78 ADDITIONS 409.28 3.315.35 3.124.63 .00 Account Activity TRANSACTION DESCRIPTION PRICE DATE TRANSACTION Q~ANTITY Dividends and Interest 05 15 INTEREST TOTAL DIVIDENDS AND INTEREST Other Activity 05 15 PRINCIPAL 05 26 MARGIN INTrREST TOTAL OTHER ACTIVITY Statement of Interest Charged Per I od 4/27 thru 5/25 NET IALANCE ALL BALANCE IN MARKET VALUE ADJUSTED DATE MARGIN ACCOU~TS CASH ACCOUNT OF SHORTS DEBIT IALANCE 04 27 -8.991.4' .00 .00 -8.997.41 05 15 -5.208.87 .00 .00 -5,208.81 .AMOUNT NUVEEN TE UT TR #181 S 409.28 1109.28 NUVEEN TE UT TR 1181 S INTEREST 04/2TTHRU OS/25 3,319.26 -63.91 3.315.35 NUM DAYS 18 11 INT RATE 10.500 10.500 INTEREST CHAl!.!!.I1l -47.19 -16.72 -1!..!.1. TOTAL INTEREST CHARGED TOTAL INTrREST CHARGED THIS YEAR -358.28 ...EN!) OF STATEMENT._. \\'h':,lr hr., nur,_ hl r ~';llllll'r I~:\ rr.lo!"lllilr~ , t V.;II1,II'. hl'<f "l'lllrllll:'l, 11\1., .\1, II\h r ~;"W YL\lk ~ILl\ Ie r-_"~!'dr"-le and ~1:nltillL1IrlV['_~t,)r Prorcaioo Currllr:lriiln '-.11-111 IlIIl. Inn VS. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 5360 CIVIL 1994 JULIE L. PASS, Plaintiff CHRISTOPHER M. PASS, Defendant IN DIVORCE RESCHEDULED PRE-HEARING CONFERENCE TO: Andrew C. Sheely , Counsel for plaintiff Murrel R. Walters, III , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania, on the 25th day of August, 1995, at 9:30 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 6/21/95 E. Robert Elicker, II Divorce Master Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 94-5360 CIVIL TERM JULIE L. PASS, vs. CHRISTOPHER M. PASS, Defendant IN DIVORCE RE: Pre-Hearing Conference Memorandum DATE: Friday, August 25, 1995 Present for the Plaintiff, Julie L. Pass, was attorney Andrew C. Sheely, and present for the Defendant, Christopher M. Pass, was attorney Murrel R. Walters, III. A divorce complaint was filed on September 20, 1994, raising grounds for divorce of irretrievable breakdown of the marriage. No economic claims were raised in the complaint. On April 20, 1995, the Defendant filed a counterclaim raising the economic issue of equitable distribution. Counsel have advised that the parties will sign and file affidavits of consent prior to the hearing to be scheduled in these proceedings so that the divorce can be concluded under Section 3301(c) of the Domestic Relations Code. The only economic issue for the Master's consideration which has been raised in the pleadings is equitable distribution. The parties were married on November 17, 1989, and separated on August 18, 1994. There were no children born of the marriage. Wife is 28 years of age and resides in the marital residence at 1288 Boiling Springs Road, Boiling Springs, Pennsylvania 17013, where she lives alone. She has a Bachelor of Arts Degree from the Univer~ity of South Florida and a Master of Liberal Arts Degree from saint John's College in Annapolis, Maryland. Wife has varied earnings from the Horse and Hound Animal Care Service where she serves as a pet sitter and has a biweekly net income of $223.00; she also derives some income from her artistic talents by doing charcoal drawings; she is an assistant zoning officer with Monroe TownShip working part time; she derives income from investments per year of around $3,000.00; receives payment for an advertising billboard of $600.00 per year; and reQeives $100.00 per month as rent on a property which is titled in her name and her husbanQ's name at 1455 York Road, Monroe Township, Pennsylvania. Wife has not raised any health issues. She is not receiving any spousal support or alimony pendente lite payments from husband. Husband is 27 years of age and resides in an apartment at 102 South West street, Apartment 2, Carlisle Pennsylvania 17013, where he lives alone. Husband has studied at various universities and ultimately received a Bachelor of Arts Degree from the University of Maryland. He is currently employed by the Commonwealth of Pennsylvania, Office of the Budget, in an auditor's position. Mr. Walters has indicated that with his most recent pay raise his annual gross income is $26,000.00. Mr. Walters is going to provide counsel for wife and the Master a current pay statement. Husband has not complained of any health issues. The parties purchased a marital home at 1288 Boiling Springs Road, Boiling Springs, Pennsylvania, on October 1, 1991. The property is mortgage-free, and the claim is that the funds used to purchase the property were from an account of wife's which she had prior to the marriage, the account having been developed through gifts from her family. There is no dispute that the house, in view of the way it is titled and the use of the property, was intended to be a marital asset; there is a question as to a consideration that wife may be entitled to receive in the ultimate distribution, taking into account the contribution from her family and the source of funds utilized to acquire the property. Counsel for husband has indicated that he would like to have the property appraised; and whether or not counsel can agree to share the costs of that appraisal, the appraisal should be shared with counsel for wife. Wife apparently is claiming that the house has a value of at least the purchase price of $97,000.00, and husband believes that the value of the house is in excess of the purchase price. Consequently, the appraisal will be important in helping us arrive at a market value. In April of 1989 wife purchased a condominium in the Village of Moreland, Lower Allen Township. After the parties were married a deed was prepared transferring the condominium to wife's parents around the time that wife's parents, by deed, transferred their interest in a property at 1455 York Road, Monroe Township, to husband and wife. Counsel have indicated that the transfers were a "swap", the parents getting the condominium and husband and wife receiving the Monroe Township property at 1455 York Road. Husband's counsel takes the position that the York Road property is marital; wife's counsel takes the position that the property is nonmarital. We will need to have an appraisal accomplished to develop the value of the property at the time of the transfer to husband and wife and the value of the property at the date of separation and at the present time. The values that are to be derived from the appraisal will be utilized to assist both counsel in advancing tneir respective positions as to how we should view the property, i.e., marital or nonmarital. As soon as the appraisal is completed, counsel is directed to give a copy of the appraisal to opposing counsel. There does not appear to be any issue with respect to valuation or identification of household tangible personal property, and counsel have indicated that we will not need to utilize any values for purposes of equitable distribution, each party retaining what he or she has received. However, counsel for husband has advised that there may be a few items which his client may want to claim and have turned over to him, and Mr. Walters is requested to prepare such a list if, in fact, his client is making a claim for any items and deliver that list to Mr. Sheely as soon as possible. The only vehicle which appears relevant to the issue of equitable distribution is the 1985 Jeep CJ7, which is in joint names and is in husband's possession. counsel for husband is going to arrange to have the vehicle appraised. Counsel have agreed that the 1985 Ford Thunderbird is nonmarital and that the 1987 Plymouth Voyager, which wife had in her name and was purchased with funds from her family and was ultimately traded in, is not an asset to be included in the equitable distribution. Husband began employment with the Commonwealth of Pennsylvania in May 1994, and, as a result of that employment, was entitled to participate in a pension plan. There is a question as to whether or not there is any marital value in that plan. Husband's counsel has advised that he believes his client has deducted from his pay $43.00 each pay period as a contribution to the plan, and perhaps the best way to arrive at a value is to determine the number of pays between the date of employment and date of separation times the Qontribution of $43.00. There is a question about the money received by Mrs. Pass on the lease to the tenants at the property at 1455 York Road, Monroe Township. Mrs. Pass, as previously indicated, has advised her counsel that she gets $100.00 a month from that property; however, we do not know who is responsible for other costs involved in maintaining the property, and Mr. Sheely is requested to determine if there i~ a lease for that property and to provide Mr. Walters a copy of the lease. If there is no lease, then Mr. Sheely is to verbally inquire as to the specific IIIIl"II,',11 fW'('rlllnlr';', rr Butcher & Singer STATEMENT ",'I r"";llId1n l\ll'1rrr, nWHMOIlt) 1.1/1 ~'~l!) - - WVOl 6635-052" 208.~2-~230 INVESTMENT OBJECTIVE cROWTII YOUR fiNANCIAL CONSULTANT II C WATKINS 10 11 MUMMA MAO WORMLEYSBURO, PA. 110~3 . tl1-731-Ull ACCOUNT NUMBER TAX I.b. NUMBER _ . . MAIL TO . - JULIE L PASS _ 5410 OXfORD DRIVE MECHANICSBURO PA 11055.4~'2 fOR THE AccoUNT Dt -. , JULIE L PASS 5410 OXtORO oftlvt MECUANICSBURO PA 11055-4452 STATEMENT PtlllOD 9/01/91 THRU 9/30/91 PAOE 1 VALUE Of PRICED SECURITIES $91.615. II ACCOUNT SUIolMARV NET CLOSINO BALANCE TOTAL MONEY MARKET $51.181.18 TOTAL ACCOUNT VALUE $148.196.89 MONEY MARKET fUNDISI OPENINO BALANCE CLOSINO BALANCE TEF TAX EXEMPT FUND 56,199.91 51,1BI.18 TOTAL MONEV MARKET 51,181.18 INCOME AND EXPENSE CURRENT PERIOD VEAR TO DATE CASH DIVIDENDS CREDITED MUNI INTEREST CREDITED TEF DIVIDENDS CREDITED AVERAGE YIELD ON MONEV MARKET 812.24cR .00 169.63CR 8/16/91 TO 4,$44.22CR 1,096.38CR 204.01CR 9/16/91 3.921 SECURITIES ACCOUNT ACTiViTY THIS PERIOD TRANSACTION QUANT ITY DESCRIPTiON DEBIT CREDIT 9 10 DIVIDEND AMERICAN ELECTRIC 61.20 POWER INC QUANTITY 112 9 10 DIVIDEND EXXON CORP 145.04 QUANTITY 1112 9 11 1 OIYID!N!r ---lll9 :8$-At I HVEST!trfn1 hl.NII h, _.- ----..---------" -..." AS OF 9/16/91 9 11 PURCHASE TEF-TAX EXEMPT fUND 1.0000 812.24 LONG SHORT CURRENT PORTFOLio OESCR IPT' ON EQUITIES AND OPTIONS EXXON CORP fiXED INCOME SECURitiES NUVEEN TE UT TR 1181 5 PA TR-SEMI ANNL PMT .--CONTINUED ON NEXT PAOE-.. PRICE VALUE 2 1112 59.5000 66, 16~ .00 . 2 239 106.4900 25.451.11 ~ '.0100t rfil('f.q ;AAV OIFrER inOM CUnRENT MAnKE'- aUOTES:-COMPU,iA,iED PAICINO-SERVICE$A"RE OF"fEN UNABLE 10--- surrl, Y UP 10 IIIE MINUTE 1~IFOnMATION_ pmen AnE I'ROVIOEO ONL Y AS A GENERAL GUIOF. TO PORtfOLIO VALUE, .,," '...."..UM? ,nn",".,ao ,."n"MUION. PllASF SEE REVERSE SIDE __ Butmer&Singer I STATEMENT tot lAST IY"D ,",lIT. "ICHMOHO, VA 23Rl' - - WY07 663'-0'24 208-'12-'1230 INVESTMENT OBJECTIVE GROWTH (RE7URN EMPHASIS' YOUR 'INANCIAL CONSULTANT II C WATKINS 1017 MUMMA ROAD 1I0RMLEYSBURG, PA, 17043 I' 717-131-8211 ACCOUNT NUMBER TAX 1.0. NUMBER - _ - - MAIL TO - . JULI E L PASS _ 1288 BOILING SPRINGS ROAD BOILING SPRINGS PA 17007-9679 - - rOR THE ACCOUNT or - . JULIE L PASS 1286 BGILING SPRINGS RoAD BOILING SPRINGS PA 17007-9679 8TATEMENT PERIOD PAGE I 10/01/91 THRU 10/31/91 1 1...111...111".11...1...11.1...11..1...11.1...1..11 ACCOUNT SUMMARY VALUE or PRICED SECURITIES NET CLOSINO BALANCE TOTAL MONEV MARKET TOTAL ACCOUNT VALUE $93,301.01 $41,0"_.6,DB . $'2,271.36 ACCOUNT BALANCEIS) OPENING BALANCE CLOSING BALANCE CASH ACCT - TYPE 1 MARGIN ACCT - TYPE 2 NET CLOSING BALANCE .00 .00 1'0.61CR 41,186.32oB 4I,035.6,oB MONEY MARKET rUNOIS) TEr TAX EXEMPT rUNO TOTAl. MGNEY MARKET OPENING BAL~ '7,161.16 CLOSING BALANCE .00 .00 .00 .00 1,0.67CR 9/17191 TO 194.1808 VUR TO OATt 11,844.22CR 1,01'6.38CR 3'4.14CR 10/1'/91 3.99:1 194.1808 INCOME AND EXPENSE CASH DIVIDENDS CREDITED MUNI INTEREST CREDITED TEr DIVIDENDS CREDITED AVERAGE YIELD ON MONEY MARKET MARGIN INTEREST CHARGED CURRENT PERIOD SECURITIES ACCOUNT ACTIVITY THIS PERIOD TRANSACTION QUANTITY DESCR IPT I GN DEBIT CREDIT --:-. 10 10 1 SAU TEr-TAX EXEMPT rUNO 1. 0000 57,181.16 10 11 1 CHECK Issum C'tECK ISSUED '26103370 '7,161.76 10 11 2 CHECK IS5um CHECK ISSUED '26103311 40,992.14 10 l' DIVIDEND TAX EXEMPT HONEY 'UNO 1'0.67 10 30 2 MARDIN INT INTEREST 09/21THRU 10/29 194.16 -..CONTINUED ON NExt PAGE--- , :UtOM '''ICII MA':' DIP,." '''OM CUR"INT MARIeIT ouons. COM'UlIR'ZID '''ICING II"VICIS A"I O'lIN UNA.LI TO SU""L Y U, TO THI MINUTlIN'ORMATlON. ''''CIS ARI '''OVIDID ONLY AlII OINI"AL QUIDI TO '0""0\.10 VALUI. IUf''HI'' 1"Nal" " .. DIVldlON 0' WMI"'. PI.-t1I1CU"ltll!l, INO.. .IM"" MI. '0"" "OCMI '~CH.Na' "NO ....0 , J. en GOt __ Butcher&Slnger I STATEMENT lOt !AI' IVRO mnT. RICHMOND. VA 13211 - ACCOUNT NUMBER WYOl 663'-0'24 YOUR FINANCIAL CONSULTANT Ii 0 WAlK INS 1017 MUMMA ROAD ~~RHlEYSBURO, PA, 17043 1\ 717-731-8211 TAX 1.0. NUMBER 208-"2-4230 INVESTMENT OBJECTIVE OROW1H (RETURN EMPHASIS) - - MAIL TO - - JUL IE L PASS 1288 BOILING SPRINGS ROAD BOILING SPRINGS PA 17001-9619 - - FGR THE ACCOUNT OF - - JULIE l PASS 1288 BOILING 8PRINGS ROAD BOiliNG SPRINGS PA 17001-9619 STATEMENT PERIOD PAGE 10/01/91 THRU 10/31/91 2 CURRENT POR1FOLI0 LONG SHORT DESCR I P1I ON PRICE VALUE EQUITIES ANDUPTloNS - - - - 2 1112 EXXON CORP 61.0000 61,832.00 . FIXED INCOME SECUR I flES 2 239 NUVEEN TE UT lR 1181 S 106.'900 2',41'.01 PA TR-SEMI ANNL PMT VALUE OF PRICED SECURITIES 93.301.01 STATEMENT OF IN1EREST CHARGED FOR PERIOD 9/27 THRU 10/29 NET BALANCE ALL BALANCE IN MARKET VALUE ADJUSTEO NUM INTR INTEREST MARGIN ACC1S CASH ACCOUNT OF SHORTS DEB I T BALANCE DAYS RATE CHARGE 10 11 40,992.14 .00 .00 40,992.14 5 9.000 ,1. 24 10 16 40.992.14 I'O.OOCR .00 40.842.14 14 9.000 142.94 TOTAL 194.18 _.. ~-- ------.----. . THE RECENTLY-ISSUED VAN KAMPEN MERRITT CLOSED-END MUNICIPAL FUNDS ARE PRICED AT NET ASSET VALUE AS OF 10/31/91. A PUBLIC MARKET QUOTE WILL BE REFLECTED WHEN THE FUNOS BEOIN TO TRADE ON AN EXCHANGE. ---END OF STATEMEN1-.- '"'CII MAY 0.,'111 '"0M CUIIIIINT MAIIKEr QUOTI!. COMPUTlIIIZED ""ICINO Il!IIVICI!I A"I onlN UNAIlI TO IUPPL Y U, TO THI MINUTlIN'OllMATION. '''ICU Alii PIIOVIDID ONLY AS A OINIIIAL OUIDI TO POII"OLIO VALUI. IU1CHU' SINGI" III OfYl110N 0' WHI...T. '1IItil' llCU""''', fNC.. "IIIIH" Nt. 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II. EXPERT WITNESSES: Plaintiff reserves the right to present expert testimony from apprai.ers concerning the values of both parcels of real .state. III. NON-EXPERT WITNESSES: none IV. LIST OF EXHIBITS Appraisal for 1288 Boiling springs Road and appraisal for 1475 York Road. V. INCOME: Gross Pay Per Pay Period: Federal withholding....... ............. social security.... .................... Local Wage Tax......................... state Income Tax,...................... PA Unemployment compo Tax....,......... Retirement................. ............ Health Insurance....................... Other (specify) Net Pay Per Pay Period...................... Monthly Net................................. VI. EXPENSES: Bee attached. $ 867.75 $ 94.23 $ 66.38 $ 8.68 $ 24.30 $ .95 $ 43.39 $ $ $ $ $ 629.82 $ 1.259.64 VII. PENSIONS/RETIREMENT BENEfITS: Commonwealth of PA (husb~nd) started May 1994 VIII. COUNSEL fEES: No request has been made for such payment. other child support/alimony paymenta $ other (apacity) - rent $ Total Expansea $ $ $ $ 450.00 $ 5.400.00 $ $16.208.00 , , ~ i u i ~ fl ... Gl ... ~ t a J:l fl ~ [ ~ a ... ~ ~ ..... III ..... .... ~~l~ r- III 0 ... .. N '0 ~ ~ VI III J:l [ ~ olI Q) ! ! :I~.g J:l 0 0 g ~ J:l J:l 21 ~.~ fl 0 0 .... 0 :t . 0 ~ VI ..., ~~ ~~ ~QI ..... ! ... Gl .r- ~""~J:li >C 0 ~] 2!.~ 0.... 0 0 ... 0 0 CI ~ j III ~ l:lo . CI III ... J:l 0 0 l:loell ., ., ~o<o l\ll\l ~ ~ VI Q) VI ), ~ 8- .... J:l ....., Q) ~ l\lQl ell VI al 0..... Q) .... ... r- ... ~ ~ ... ~~ l:lo ... ~ I ., Q),Q ... QI ., ell ~l\l1/l0 ........ QI ...... 21'" l\l J:l 8.~ ..... CI ... ~:t.... QI ... 0 ... ... ... Q) Q) Q) fl ,Q ~ ... ell g- Q) ~... ~ ~ I/I~ 0 011 1/1 1/1 .... !l\l~ ... ... ... 0 .... 6 6 1/1 z~21 ::l QI "'", .... Q) ~ 8' 0 .... ~ ... ~ ... ~eII ~ ,.Q 1/1 l\l VI ..." ... ... ... Q) ~ 0 ro.... Ii! 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I "j , ~'rr" ., ,~;~T I 1,1 r h, f " , " , ~ j . " ,- .. A...T. or PARTI.. Defendant marks on the list below those items applicable to the ca.e at bar and itemizes the assets on the following pages. If an item has been appraised, a copy of the appraisal report is attached. (X) 1. Real Property (X) 2. Motor vehicles (X) 3. stocks, bonds, securities and options () 4. certificat$s of Deposit () 5. Checking accounts, cash () 6. Savings accounts, money market and savings certificates () 7. Contents of safe deposit boxes () 8. Trusts () 9. Life Insurance policies (indicate face value, cash surrender value and current beneficiaries) () 10. Annuities (X) 11. Gifts () 12. Inheritancee () 13. Patents, copyrights, inventions, royalties () 14. Personal property outside of the home () 15. Business (list all owners, inCluding percentage of ownership, and Officer/director positions held by a party with company) . () 16. 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VI ..",8' .i . ... ~ri +I I....J .!l tl 0'1.... .0 ~ ~ :. ., j; . g ~i ....0'1 :>. !i ... t: .,.... ...1.1 .... .~o f n > .... j ... '8 llo .... Z.COP UIJ) .1..... .TAT....., O. caaZI'l'On.a II. 'H' INCOMB (a) Wages/Salary Employer , Address: Office of the Budget, Transportation Comptroller Room 819, Transportation and Safety Building Harrisburg, PA 17120 Job Title/Description: Financial Programs Trainee (Auditor Trainee) Pay Period (weekly) Gross Pay Per pay Period: Federal withholding.................... Social security........................ Local Wage Tax........................................... state Income Tax............................................ PA Unemployment Compo Tax.............. Retiremer.t..... ...... .. .. .. ...... .. .. .. .... .... .. ...... .. .. ....... Health Insurance....................... Other (specify) N.t Pay Per Pay P.riod...................... Monthly Net.............................,....................... $ 867.75 $ 94.23 $ 66.38 $ 8.68 $ 24.30 $ .95 $ 43.39 $ $ $ $ $ 62g.12 $ 1.2!5f.A6 (b) Other Income: iiU.k. Monthlv :au: Interest/Dividends $ $ $ Pension/Annuity $ $ $ Social Security $ $ $ Rents/Royalties $ $ $ Expense Account $ $ $ Gifts $ $ $ Unemployment Compo $ $ $ Workmen's Compo $ $ $ other (specify) $ $ $ Total, Other Income $ $ $ Total,Monthly Income $ $ 1.260.00 $ ~5.120.00 EXPENSES tiU.& Monthlv be Home: Mortgage $ $ $ Maintenance $ $ $ Utilities (telephone, $ $ 85.00 $ 1.020.00 heating, electric, etc.) $ $ $ Employment: (Transportation, lunches) $ $ 30.00 $ 360.00 Taxes: Real Estate $ $ 91. 00 $ 1.092.00 Personal Property $ $ 16.00 $ 192.00 Income $ $ 132.00 $ 1.564.00 Insurance: Homeowners $ $ 33.00 $ 396.00 Automobile $ $ 22.00 $ 264.00 Life/Accident/Health $ $ $ Children's Life Insurance $ $ $ Other - Business Ins. $ $ 30.00 $ 360.00 Automobile: (Payments, fuel, repairs) $- $ 50.00 $ 600.00 Medical: Doctor, Dentist, Orthodontist $ $ $ Hospital $ $ $ Special (glasses, braces, etc.) $ $ 8.00 $ 100.0Q Education: Private, Parochial School coUeqe !I.I.k $ $ Personal: Clothing Food Other Credit $ $ (household supplies, $ barber, etc.) Payments and Loans $ Miscellaneous: Household help/child care $ Entertainment (inc. papers books, vacation, pay TV, etc. ) $ Gifts/Charitable Contributions $ Legal Fees $ Other child support/alimony payments $ Other (specify) - rent $ Total Expenses $ PROPERTY OWNED DESCRIPTION Checkinq Account:....... Commerce Bank Savinqs Accounts:....... Credit Union:........... Stocks/Bonds:........... various Real Estate:....1228 Boilina SDrinas Rd. Boilina SDrinqs. PA 14 7 5 York Road Carlisle. PA other:.................. LV.hie18. Total Property Monthly XU1: $. $ $ ~ $ $ 50.00 $ 600.00 $ 50.00 $ 600.00 $ 20.00 $ 240.00 $ 200.00 $ 2.400.00 $ $ $ 83.00 $ 1. 000. 00 $ $ $ $ $ $ $ 450.00 $ 5.400.00 $ $16.208.00 VALUE aHRIIIP H H i1. $ 100.00 X $ $ $ 70.000.00 X $100.000 + _ _ X (awaltinq appraisal) $100.000 + _ _ X (awaitinq appraisal) $ 8.000.00 $265.100.00 ~ 1 ~bt~ 1.l.L'J".I[;1 OF l][[uS 'oU::"L::L,',t,J cOUtITY-PA 1Beebn;'1 5 Arl 8 56 ,.'.lIf WIIlllIlII, 1"'...1. tihlllL hHlh. ^cL "I JUIIU. hllllll.. blU'.l. 11..." HAil, 11111.. InoJhul.., 1'., MADE THE 0 Lf. --'ft/ of our Lord one 'houland nino hundred day of Ih:lttvl ninety-three <19931 In 'ho yoor BETWEEN JOHN L. RENNINGER and SANDRA L. RENNINGER, his Wife, Grantor , and JULIE L. PASS and CHRISTOPHER PASS I h,n HUllband, Grnn'.. , WITNESSETH, that In canlldorallon of On~ Dollar <$1.00) In hand paid, 'ho rec.lpt wh.r.af II hor.by acknowl.dg.d. the laid grantor 11 do convey to 'he loid gran I.. 00110", h.reby grant and ALL THAT CERTAIN traot of land with the improvements thereon ereoted situate in Monroe Township, Cumberland County, Pennsylvania, bounded and described in accordance with a survey made by Thomas A. Neff, Regietered Surveyor, on November 22, 1968. more particularly bounded and described as follows, to wit: BEGINNING at a spike in the inters~ction of the old center line of Pennsylvania Route No. 74 leading from Carlisle to Dillsburg known as the York Road, and the old oenter line of Pennsylvania Route No. 174 leading from Village of Doiling Spring to the Village of Churchtowni thenoe from said spike at thp. place of BEGINNING along the old oenter line of said Pennsylvania Route No. 174 and oontinuing through said Pennsylvania Route No. 174, South 70 degrees 35 minutes 40 seoonds West, a distanoe of 586.22 feet to an iron pin on the Northern side of said Pennsylvania Route No. 174; thence along line of land now or late of Evelyn Kilmore, North 28 degrees 45 minutes East, a distanoe of 276.71 feet to an iron pin; thenoe still along said line of land now or late of Evelyn Kilmore, North 4 degrees 15 minutes East, a distance of 275.55 feet to a spike in the old oenter line of Pennsylvania Route No. 74 known as York Roadi thenoe along the old oenter line of said Pennsylvania Route No. 74, South 50 degrees 53 minutes 10 seoonds East, a distance of 512.70 feet to a spike in the old oenter line of Pennsylvania Route No. 174, the plaoe of BEGINNING. CONTAINING 2.587 acres and improved with a frame dwelling house, frame gasoline servioe station building and other improvements. BEING THE SAME premises which Estella A. Matteson, Widow, by her Deed, dated July 10, 1991, and r~corded in the Cumberland County Recorder of Dep.ds Office in Deed Book 35-F, Page 953 granted and conveyed onto John L. Renninger and Sandra L. Renninger, his wife, Grantors herein. UNDER AND SUBJECT NEVERTHELESS, to the public rights of way of Pennsylvania Route NO, 74 and Pennsylvania Route 174 as shown on the draft of Survey by Thomas A. Neff, dated November 22, 1968 and rE!cordp.d in Deed Book A, Vo 1 umE! 23, Page 260. AND tho laid gran lor ....by covenant and ogr.. Ihal they and .ach 01 thorn will warran' sped ia 11 y tho propol'ly h...by canvoyod. Thle oonveyanoe ill trom parente to daughter and ie e~empt from Pealty Transfer Ta~ ILabLILty ll')I" ('Jli 1,,11. [)53 IN WITNESS WHEREOF. I<Ild urania,.. IICI ve hu,uunl~ /ut the i r hand a and .oala I }, ./ ... .., ':~,,:t~::~:~;:.;:::':;' ; . J~~N1:jf.~~~t!'__mm_- ~ /7(~ ~~g..~--A /7) u'r'A-1.1J '~"'~"')"t4""""'c.""i1:';_":":":;;"""':''''''''d'''''''''''':':.....~~ ...........................V..f. ...-. ...~'--.........r... :"!....~' \ \<.' ~I' '~? " 1, ~t1.W?. 0,1 . '.'L {,. , "'\. ,.!tX oJt ~C' . .~"R 1/ .4".;- ................. - ........!.....tr..P...:::.(~...liJ.d:~ "_'_" ............_.__............................................................ ~~ Slalo 01 PENNSYLVANIA } ... day of Ih~~ , 19 ')3, boloro mo, Counly 01 CUMBERLAND JJ. On Ihl.. tho C) '"7 ...GI10 the unfJ",ufgned offlcor, p'rlonolly appeared JOHN L. RENNINGER and SANDRA L. RENNINGER kt, ~~v-<l<<,t '., ~nown to mo I of ,otl,'octorlly proven) to b. the persona who.e nome a a re .ub"wl.~...~: J9'.!h~ 'WI'h. In l","um.n', anu acknuwl.doe" 'hot they execut.d 'am. 'or JurpO,U',hl"erfTllLhteUC'ed,'" ~ 'I.'.'" I\l.\S . ,,' IN WITNESS WHEREOf, I her"unto set my hond Ot 0 dial seal. ,''''j,;_",.. ,..... .:......,.. " ~.,,~... ~"'l'~'"'' .;', ~ ~ ,I ~~. _ .." . .... ...,... :'t.;1.D...~ rl1:.rt~ S,,,!. ,I .....:..~I.... 'l~ I-ENRYFrfw .,~ I .. '''''lINE:: ,Il}l/.; It;' r.. /1'1" . .', .,~" ,\ ,\). ,,:: LlIl.llnn.~, ,.-;"..~, . .' 0' \. . ....~I't.TW~.F,t,Jf.'tmrlt:17ln.rAr'.'..""" '~"'~I)".v;,,'''' ':.;j".';,~~'''. ..~ AlYOOI.l\lISSlOlIEllF1f1f'dJliNE II. ID~; Itlo"~':.~f~,.;':":.\ , '"1''' t/J do .horeby co'tll1. Ihgt Ihe prec~A\'~~idenco orvl-. comp oto pOll om,o oddro.. of th. within nomod orfl>nlo. II I 2. It& IJeu.J.i/l'1 ~"1yr-("'~4 f'4 . / r.Jc:J--<LJ''''1 ~";~ I ~~, '13 ~16i:1}Il:L I,(j",<~_... Attorney lor ...........~{lAt..~....._........... ........ ........ ( AJ Cl .(l;:;t~ ~J(Jrt'lA.eJ{.) ~ ~' \ /::) ~ Z ~" c.; -<: t. c.; 0:: ,- ) Fa Q::; < ~ COMMONWEAlTH m PENNSYlVANIA Counly 01 ...~.':J.!Yl\.~~:"...V}.~~.................... t.. .... J . .... ~.:.~,,'."'" -;: ',,", '. ." ,'"'\ \ 'j ('~ ,... ,..' ." '1'1,' ;" r (\ ~ ~ .',. '.1 . ....... . ." t.:' . .... .. RECORDED on 'hi, ...... .. . t! 1 .. ) ............ day 01 !..'.:/.L:./'.............................. .....-..........-......., . " I t.:. . ~ r r . .. , '" ""l-."" )\''',1 . . . . ,"It, (, ,.' A. D. 19.....:/....,. In the Roco,do,', ollleo of tho .old County, In Dud look (: -) .. ~. , ~'(" ' I .. ...... '" paget .... ...~;".Hl~..' '. I . ~ Vol. .. '.. t'. .... -,. Glvon undo, my hand ond the '001 0' 'ho ,old omco. 'ho dalo obovo wrl"on. . '~~~oJ'Z;t?7.....d?-t!ts>>rdo,. /" r/ ili)~'. (' 36 r,\li aM ( . ". ,,;. r','.I' , "I,) '.. .. . . ~ , .., . ~ .... ~ -_, - ~WA.t\l\A.NI'" mtu w: ... t~ ~ ~~b ., ~ll~l' till' ;4 0 t1:= Lord OIlP thoularHI lIille IllIrHlrpd .",eI eI.lyof N P'- I / aighty-nine (1989). ill rhe year of our ltL'thll'l'1I { party of VILLl\Gi:: 01." NO({i::Ll\ND, INC., a Pennsylvania Corporation, the fir>lt part, Grantor l\ND JULII:: L. IlruNNINU~;H. L1iu"l.;> l'Cl'OOU. party of the second part, Grantee ~lih'l'91/ll't11' that the said p",tY of tilt, fint, parr for i/llll III wmider;ltion of the sum of Ninety six 'rhousand .Hx Hundred 'rnirty and 00/100 ($96,630.00)---- Dollars. lawful mOlley of the United 5tatel unW it weil alld truly paid hy rhe said parrieslf rhe second p",r. the receipr w/lereof il herehy acknowledged. do herehy gralll. bargaill. sell. aliellellfeoff. release. wnvey illHI cOllfirm unto the s.lid p.Jrties of the Il'cond . a" part. their twirs ,Jfld A\ligm. ALL THAT CERTAIN condominium unit situated in village of Moreland, A Condominium, Lower Allen Township, Cumberland County, pennsylvania, being designated as Unit No. 5410 in the Declaration of Village of Moreland, A Condominium, dated July 20, 1968, recorded July 22, 1966, in Cumberland County Miscellaneous Book 352, Page 454, and the Declaration plans of Village of Moreland dated as of May 30, 1988, recorded August 3, 1988, in cumberland County Plan Book 56, Page 6, and First Amendment to Declaration of Condominium for Village of Moreland, A Condominium, dated March 2l, 1989, recorded March 22, 1989, in Cumberland County Miscellaneous Book 36l, Page 1l15, and Amendment to Declaration plans of Village of Moreland dated as of March 8, 1989, recorded March 22, 1989, in Cumberland County Plan Book 57, Page 107, under the provisions of the Uniform Condominium Act of the Commonwealth of pennsylvania (Act of July 2, 1980, P.I.. 266, No. 82). TOGETHER with all right of title and interest of, in and to the Common Elements as more fully set forth in the aforesaid Declaration of condominium and Declaration Plans, as amended from time to time. The Grantees, for and on behalf of the Grantees and the Grantees' heirs, personal representatives, successors and assigns, by the acceptance of this deed, covenant and agree to pay such charges for the maintenance of, repairs to, replacement of and expenses in connection with the Common Elements as may be assessed from time to time by the !xecutive aoard in accordanCE! with ttle Uniform condomillium Act of Penllsylv~nia; and further covenant and agree that the unit conveyed by this deed shall be subject to a charge for all amounts so assessed and that, except insofar as applicable Sections of the Uniform Condominium Act, may relieve a subsequent unit owner of liability for prior unpaid assessments, this covenant shall run with and bind the land or unit hereby conveyed and all subsequent owners thereof. II"'" ""1 r.rr. ?i? ...... ..... QIlllllllll1\lIlIL'llltlluf lh'"1l6Uhlllllill 16e. QII1Illltlll1f D,.uphin On this, Ihe aD fh eI.IY o( (( P It l. O' II Notacy publ ic, till' III1e1N.,iglll'c/ 0((11"", fll'rWII<llIy appe<lred GooC<Je J. Adams, Pcosid<d.lt of Village of Moreland, Inc., a pemlsylvania Cocpocation, KIIOWIIIO "'I' or (,,,Ih(<lclorily proven) 10 he the penoll W/IOW n,III'" 15 .\lIhscrihl'cl to Ihe withill ill\lrll/lJl'lIt, <I/HI as such Pf~sident aCKllowlN/gecl th<lt he / I'xl'nJll'( till' S<I"'I' (or Iltl' I'lIrl'o,,"' thl.rl'in ("olllainl'd, by ~~':J11.k.lJg the name of the coc~ocatio(\ himself as Pcesident. ,Jill ,ilnlihll'~H' ~~lI'l'n'l1f ''''rellnlo 11'1 my ltanel.llIl( o((id,ll wa/. "o,!-;~~fI a'-fJuM::;,~.;. My commissi~'I'BIlPrL(/i!3: /":':>._,',.... "-{ I.)' .. c, ' .,. (.- .i',..' -~, , .;. . j' \v'. I ;' ). ~ ().<: .. :. ,I \"'~".~ ,"): 'r," . ....~. ,. '. ..' ',"~' ". '.1 .' 1'1 . ..... J1 .. ,',:;'J" , ,':., ,,' KC' 11,('( ,"l\!.S".'~I~.~~i::j';" )(1 A. D. ./9 89 . hl'(ore me Nf)ll PENN" ^. t.lll.! ( j ..h:ir. UlJrrl!burg ,Oolllph'll (1)(JI!ly, Pol, My Commlnlon bpi", Dec. 9. 1991 '11';u flT'f (SEAL) ('l c".crcbU \Ll.l'\"h U. lltat.I/'" prl'd,I' rl'lidl'lICe O( rill' Cram!'I' 01../1(' 0'1. G"((( nl\ve. '-- n U c J J (:ll LI r J b l I. 'I ] . J / h ,. J J lL' f J'.; ( 01,) J l j ~(~ (It Attomey (or Jffj~IT . . d ': 0 ,.t) u;.... . :Z;>.J 0<: ~ H:CQi tr.! ~ ;1>> t!l ..: 0 2 ~ 0:0. H 2;1>> 2 0<(; 0 z ...J .:l:U t.l < ::w Ei tr.!; 0<: - n::: rd Q U - Q 0,.... ~ w s::: ~, :t:: c:: ~ ;'" <J'l :::s r.,,> ~ 0;'-' ~ :>> i ~ wi fJ) ~ ~1 :::s t!l; dO tJ <C; c >oJ - .:Ii <U d H ~ .J;o.. '" ...i HI " ::l {J >; '" t!l ~ QIlllllllILllllllrnltl1 ,,' Ih'1I116uhlllllill t () I~-I\l "" diu. QI"lIl1tU "t\-.W'N'''~ Q" , l ." -rh ~ffY... ("q Recore/N/ on Ihi, 1(:.\ d"yof " \Od A. D. 19 CS 1. in the Recorder's Office of II"" .1.li<l CfIll/lly in DI'l'd /I(~Ok..V VohlrrJl':) 0. ' Pafo(f' ~I d:, GlVelllllll/l'r my Ii.mll "1Il/'/'" "'ill ol/h,' .,,11(1 OffiCI'. IIII' d,I/1' "hove Wllttl'lI. '.\ 90>>:':.;) ~ .\J"~, .., , .' Reco'u~' J ~OIJ~~ 33 ,^C( 215 Lr' 1'1 - , ,-, .') H tIl~ .0:> ~>l ... .., ... ~ ~ - l1.tIl ,., III ~ tIl zsa .., '0 tIl tIl ~ ~ Z .0: O~ 'J' ,., QJ ~ p., ~p., (1\ III . ... Cl.E-< ~~jB~ (1\ .... tIl QJ ><:2: . o . .... p., tIl Q ~~ '"' U>O .0: X ~~~;~ E-o '"' Cl. ~~ ~ ~e5 H H > . .0:< S 3 ~ ~ S. 0 H Ul . X E-< E-oU U Ul > ~ Vi .., C>:: 0<( i>: X :::JQ 0 Cl. ~ 0 r,., 0:2: lJ:> :c U 0 Uo<( CVl . Cl. Z '"' I(l '"' 0 H l'-li>: E-o :C~ ~ tIl E-o~ H H z~ '"' i>: 0 ::> :c HU Z .., U _ (/I.llm , '/ .r;;.,:,l't.II EXPENSES I Week Month Year (Fill in Appropriate Column) Home Mortgage/rent $ $ 0.00 $ Maintenance 33.00 Utilities . Electric 77 .34 Gas . oil 150.00 Telephone 92.00 Water 8.48 Sewer 10.50 Employment Public trans. $ $ $ Lunch Taxes Real estate $ $ 250.00 $ Persl. property 58.84 Income Insurance Homeowners $ $ 21.17 $ Automobile 22.61 Life Accident Health . Other 59.92 Automobile Payments $ $ . $ Fuel 50.00 Repairs Medical Doctor $ $ $ Dentist Orthodontist Hospital Medicine Special needs (glasses, braces, ortho. devices) Education Private school $ $ $ Parochial school College Religious Personal Clothing $ $ . $ Food 160.00 Barber/hairdresser Credit payments Charge account . Memberships 68.00 In If') 0< Z III 0< O<~ ~>l "'1Il .... .., Z~ .... I: JJi .... '" Olol '<I' .., 'tI ~~ 0\ I: I: 0\ .... . III o . .... III III .... III tJ>o .... III III ~ III "ll .... ~ i-o ...:l '" 0< ~ 0 0< ~~~~~ ~e3 H '" '" > >0 0 H . . ~ . 3 ~d~ i-otJ tJ 1Il . X 0 ...:l ~ 1Il > i-o g~ 0 0< I": Z lol <D ~ lol ~ H tJO< ...... 1:1:: s; S ...:l In . '" lol~ ...:l 0 H ..., 1:1::'" i-< f-olll '" III z~ H H 0 ...:l I": HtJ Z ::> 1:1:: ..., tJ , (1(.\'lfI'I , T ,ti;'(,',/ItI! IN THE COURT OF COMMON PLEAS CUMBERLAND, PENNSYLVANIA JULIE L. PASS, Plaintiff v. No. 5360 CIVIL 1994 CHRISTOPHER M. PASS, !Jefendant IN DIVORCE INVENTORY OF JULIE L. P~ Plaintiff files the following inventory 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 are true and correct. plaintiff understands that false statements herein are made subject to the penalties of 18 Pa, C.S. 54904 relating to unsworn falsification to authorities. Date: \~~~9~' 2 ,,-j~'/ ( .--~,' - .- " ///// " ~ ij JULIE L. PASS , ASSETS OF PARTIES Plaintiff, JULIE L. PASS, marks on the list below those items applicable to the case at bar and itemizes the assets on the following pages. Real pr.operty Motor vehicles Stock, bonds, securities and options Certificates of deposit Checking accounts, cash Savings accounts, money market and savings certificates Contents of safe deposit boxes Trusts Life Insurance policies (indicate face value, cash surrender value and current beneficiaries) Annuities Gifts Inheritances Patents, copyrights, inventions, royalties Personal property outside the home Businesses (list all owners, including percentage of ownership, and officer/director positions held by a party with company) Employment termination benefits - severance pay, workman's compensation claim/award Profit sharing plans Pension plans (indicate employee contribution and date plan vests) Retirement plans, individual retirement accounts Disability payments Litigation claims (matured and unmatured) Military/VA benefits Education benefits Debts due, including loans, mortgages held Household furnishings and personalty (include as a total category and attach itemized list if distribution of such assets is in dispute Other (X) 1 . (X) 2 . (X) 3 . ( ) 4. ( ) 5. ( ) 6 . ( ) 7. ( ) 8. ( ) 9 . ( 10. ( 11. ( 12. ( 13. ( 14. ( 15. 16. 17. 18. ) 19. ) 20. ) 21. ) 22. ( ) 23. (X) 24. (X) 25. ( ) 26. MARITAL PROPERTY Defendant lists all marital property in which either or both spouses have a legal or equitable interest individually or with any other person as of the date this action was commenced: Item Description of Property Number 1. 1288 Boiling Springs Road, Boiling Springs, PA 17007 2. 1455 York Road, Carlisle, PA 17013 3. 1985 CJ7 Jeep 4. 1987 Plymouth 5. Canoe 6. . Porch Furniture Names of All Owners Julie L. Pass and Christopher M. Pass Julie L. Pass and Christopher M. Pass Julie L. Renninger(Pass) and Christopher M. Pass Julie L. Renninger (Pass) Julie Pass and Christopher M. Pass Julie Pass and Christopher PROPERTY TRANSFERRED Item Descript ion of Date of Considera Person to No. Property Transfer tion Whom Transferred l. 1455 York Road May 4, 1993 $96,630 Julie L. Carl isle, PA Pass and 17013 Christopher Pass from John L. Renninger and Sandra L. Renninger 2. Condo May 4, 1993 $96,630 John L. Renninger and Sandra Renninger from Julie L. Pass 3. 1288 Boiling October 15, $97,000 Ju.lie Pass Springs Road, PA 1991 and Christopher Pass from Donald L. Westbrook and Kathy S. Westbrook 4. Cash, pre.. October 15, $97,000 Donald L. marital margin 1991 Westbrook account and Kathy S. Westbrook to Julie L. Pass 5. Cash May 9, 1991 $10,000 Grandmother to Julie L. Pass 4 . 1987 Plymouth May 9, 1991 $ 7,500 Julie L. Pass to auto dealer In t:-' "", ~ .0: tIl.o: .0:> ~...:I ...:1>0 I1.tIl z$1 ...:I ~J~ 'l' .... ..., 0< O~ 0\ .... Q H ~11. Ijl ..... III ll: ~ .., . '0 f-< o . Q tIl Q I t)>O ...:I ..... tIl QJ ~ f-< H III .0: .... ll:f-< '"e _ ~ r..Z > ... 11. QJ I1.Z ~~~~~ OD H ~ t:l !:oJ 0 t) . . tIlX ~ j,l!; f-<t) Ul X - !:oJ ll: 0 Ul ;> r..f-< . !"' 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III QJ rl ~ k '" 'rl k QJ O1;:l >.'<1' j,J'rl 0 .....0'1 III k ~ ;:l0'l COH '"Jrl ... <Xl 0 <Xl ..... 1llj,J <Xl 'rl 9 0'1 j,J j,J '<I' 'rl ~.Cl . .: QJ .-t HIllC rl C/l1 r- III k rl III j,Jp. 0 S QJ ~ <Xl tIlO U'l o 'rl . ~"'j,J 0'1 0.11 <I) "" 0 C/l .:l k C/l 0 QJ QJ j,J -rl C/l e......Cl ..... C/l l\I ..... 2\ ;:l l\I z< '"JP< C/l "" k 0 0 k j,J QJ k C/l 'rl j,J j,J"<:: QJ QJ '0 III 00 0 01 ~..... QJ IVkj,J': "<::'rl ;:l'rl z;;;J~ 3ta.CQtIl ... j,J 0 S .: 0 0 0 'rl 0 j,J>' < p.j,J 'rl k ~ ~ 8- .rl tll C/l 0 k 2\~ i! 0 z ,. until their separation in August 1994, which property is "marital property". 6. Plaintiff on the counterclaim and defendant on the counterclaim may have owned prior to the marriage, property, both real and personal, which property has increased in value during the marriage and/or which has been exchanged for other property, which has increased in value during the marriage, all of which property is "marital property". 7. Plaintiff on the counterclaim and defendant on the counterclaim have been unable to agree as to an equitable division of said property to the date of the filing of this counterclaim and substantial portions of said property are in the eXQlusive control of defendant on the counterclaim. 8. Plaintiff on the counterclaim requests the Court to equitably divide all marital property and to enjoin plaintiff on the counterclaim and defendant on the counterclaim from the removal, disposition, alienation or encumbering of all real and personal property of the parties. WHEREFORE, p1aintiff on the counterclaim requests tha Court to enter a decree equitably dividing the ~~~~7;il>L~ MURREL R. WALTERS, III, ESQUIRE Attorney for Plaintiff on the Counterclaim 54 E. Main Street Mechanicsburg, PA 17055 (717) 697-4650 1. D. No. 24849 , , CBRTI'ICATB 0' 'BRVI~ I hereby certify that I am this day serving a copy of the foregoing document upon the person(s) and in the manner indicated below, which service satisfies the requirements of the Pennsylvania Rul.s of civil Procedure, by depositing a copy of same in the United states mail, Mechanicsburg, Pennsylvania, first-class, postage prepaid, as follows: . '7' "/ ':)'. Austin F. Grogan, Esquire 24 N. 32nd Street Ca.p Hill, PA ?~Ol1( I fht ... ,/ ... / / .' ,.. .j Murrel . Walters, III Attorney for Christopher 54 East Main street Mechanicsburg, PA 17055 (717) 697-4650 1.0. No. 24849 M. Pass , ''''",v~\ "'<'i,lJ . , , , , " w....~..'b....,.J..~""."T"I"., ;.''';-'l'~''_'" " "J, d ,'! , . 'j;,','I, I,,': '''i'',''4U~................!",...,''''~A~J;:..;~ - "-',IWp" ;'..., ,t>.;~; ., I,", b~',;::i':;rIU/ji';,i:.,) j.'i.ll,.:;JiW"!~';'~iblJl '~,I;"itI..... ApR 20 8 Sl AH '95 Of \. ''I.:,', I .1: ,',I, , i"t/(\j~ 1:'1' '~ r. I ;': ."y - " .~ r '. " 11/5": t/() rv/. ~ ,I ~ 'If /tJtJ /Y' fr-H- ~t/5'IO '/ , , I :*,""i"" jHi',\'MI",.~~l...,.,,,\lFH'-'-'''' ,- """'1 . t '1' , I ~ .. . , ~ ""l'. .....-- r' .." en :,: I - a It1 .:.t' , co , Ln "" => ...., 01-< Z 1II0< 0<> I ~~ ~ ~ i:l..1II :.-:~ o III - ~i:l.. 1II ~ '5~]~~ 'l' 'Il o -::;I 0\ .... .-: O~O< 0\ .... i:l...jJ ~ ~~~~g ro...:l .... oM l:l ~~I .jJ . III ~~;!, ...:I - l:l ):'0 ! 0 H (f)oM ~ . ~!S roOZ > C/}1Il Pi:lU M Pi: 0 H 0<.... Ill.... .. OQH U i:l..i:l.. tclU ~ OZi-o . i:l..Q t 00<0 0 . > 0 ...:10< III ...:I ro IiIo 1alPi: M i:l.. tclll...:l I(l III (f) rolXlH I-< H Z~~ S Pi: tc I-< U "" 0 , (1I4,'il . T .ti;'~'f/{//I II ~N THE COURT OF COMMON PLBAS CUMBERLAND COUNTY, PENNSYLVANIA JULIE L. PASS, Plaintiff v. No. 5360 Civil 1994 IN DIVORCE CHRISTOPHER M. PASS, Defendant ORDER AND NOW, Plaintiff's Counsel's Petition to Withdraw is GRANT_D. Furthermore, a day continuance is granted to allow plaintiff to retain counsel. By the Court J. ~PR 3 9 01 :\11 195 ", IH ;'11 i .\hl r:UI ., :,!i, , ,iY I t'hl," ., j', ~ ,.. . ~;'~ a I.. ,. .. f' t.' -" <D ". ,:"..1 "" .. ' l~ ~.-: <n -, " '" , - .., ("'") . '~:'7 ~ ..... s:: <:,J .. MARITAL AGREEMENT THIS AGREEMENT, made this 2..1"" day of November, 1995, by and between Julie L. Pass, party of the first part, hereinafter referred to as "Wife", and Christopher M. Pass, Pal"ty of the second part, hereinafter referred to as "Husband". WITNESSETH: WHEREAS, the parties hereto are husband and wife, having been married on November 17, 1989 and separated on August 18, 1994; and WHEREAS, certain differences have arisen by and between the parties as a result of which they have now separated and live separate and apart from one another, and the parties hereto are desirous of settling fully and finally their respective financial and property rights and obligations as between each other including, without limitation by specification: the settling of all matters between them relating to the ownership and equitable distribution o~ real and personal property; the settling of all matters between them relating to the past, present and future support, alimony and/or maintenance of Wife by Husband or of Husband by Wife; and in general, the settling of any and all claims and possible claims by one against the other or against their respective estates. WHEREAS, the parties being fully advised as to their respective rights, duties and obligations growing out of their marital status, particularly with respect to the relevant sec- tions of the Divorce Code, Act of April 2, 1980, P.L. 63, Act No. 26, as amended, 23 P.S. 3101 et seq., and being fully aware of their right to consult with or having consulted with their respective legal counselor advisors, Andrew C. Sheely, Esquire, Attorney for Wife, and Murrel R. Walters, III, Esquire, Attorney for Husband, and having had the opportunity and ability to request a full and complete disclosure of income and assets from the other, and reviewing this Agreement, have come to an agree- ment as to each and all of their said matters of property and relations; and WHEREAS, wife has filed a No-fault Complaint in Divor- ce, said Complaint being docketed in the Cumberland County Prothonotary's Office at No. 94 - 5360. NOW, THEREFORE, in consideration of the above recitals and the mutual covenants hereinafter set forth, each of the parties hereto intending to be legally bound hereby by affixing their hands and seals agree as follows: 1. ADVICE OF COUNSEL Husband and Wife acknowledge that they have been given the opportunity to obtain the advice of counsel regarding the provisions of this Agreement and their legal effect in advance of the date set forth above to permit such ind8pendent review. Each 2 party acknowledges that he or she has had the opportunity to receive independent legal advice from counsel from his or her .election, and that eac.h fully understands the facts and has been fully intormed as to his her or her legal rights and obligation., and each party acknowledges and accepts that this Agreement i., and the circumstances, fair and equitable, atter having the opportunity to receive such advice and with such knowledge, and that execution of this Agreement is not the result ot any im- proper or illegal agreement or agreements. In addition, each party hereto acknowledges that he or she has had the opportunity to be tully advised by his or her respective attorney of the impact of the Pennsylvania Divorce Code, whereby the court has the right and duty to determine all marital rights of the parties including divorce, alimony, alimony pendente lite, equitable distribution of all marital property or property owned or pos- Bessed individually by the other, counsel fees and costs ot litigation and, tully knowing the same and having the opportunity to be fully advised if his or her rights thereunder, each party hereto still d~sires to execute this Agreement, acknowledging that the terms and conditions set forth therein are fair, just and equitable to each of the parties, and waives his and her respective right to have the Court of Common Pleas of Cumberland County, or any other court of competent juriSdiction, make any 3 determination or order effecting the respective parties riqhts to a divorce, alimony, alimony pendente lite, equitable distribution of all marital property, counsel fees and costs of litiqation. 2. SEPARATION It shall be lawful for each party at all times hereafter to live separate and apart from each other in such place or places as he or she may from time to time choose or deem tit. 3. INTERFERENCE Each party shall be free from interference, authority and control, direct or indirect, by the other as fully as if he or she were single and unmarried. Neither shall molest the other or their respective families, or compel or endeavor. to compel the other to cohabitate or dwell with him or her, or to in any way harass or malign the other or their respective families. 4. WAIVER OF CLAIMS AGAINST ES'rATES Except as otherwise provided herein, Husband relin- quishes his inchoate intestate right and his right to act as a personal representative in the estate of Wife, and Wife relin- quishes her inchoate intestate right and her right to act as a personal representative in the estate of Husband. Each of the partie$ hereto by their presents, for himself or herself, his or her heirs, executors, administrators or assigns, does remise, 4 relea.e, quit-claim and forev~r discha~ge the other party hereto, hie or her heirs, executors, administrators or assigns or any of them, of any and all claims, demands, damages, actions, causes of actions, suits, at law or equity, of whatsoever kind or nature, for or because of any matter or thing oQitted or suffe~ed to be done by said other party prior to and including the date hereof, except that this release shall in no way exonerate or discharge either party hereto from the obligations and promises made and imposed by reason of this Agreement and shall in no way affect any cause of action in absolute divorce which either party may have against each other. 5. MARITAL PROPERTY The parties hereto acknowledge that during their marriage they have acquired, individually or jointly, various assets and property, including the following: (A) 1288 Boiling springs Road, Boiling springs, Pennsylvania (marital residence); and (B) 1455 York Road, Boiling springs, Pennsylvania; and (C) 1985 Jeep CJ7; and (0) Miscellaneous Personal Property; and (E) state Employee's Retirement System pension; and (F) Miscellaneous marital and non-marital gift.. 5 Husband and Wife acknowledge that they are aware of their re.pective rights pursuant to the Divorce Code ot 1980, as amended, to obtain tormal valuations or appraisals ot the marital re.idence, and other items of msrital property. The parties hereby waive any necessity for completing or attaching any financial disclosure(s). Each party further acknowledges the opportunity to attach a full and complete financial disclosure and that such disclosure is not desired to eftectuate a fair and equitable resolution of their marital rights, duties and obliga- tions as provided in the Divorce Code of 1980, as amended. 6. PERSONAL PROPERTY The parties hereto mutually agree that they have effected a satisfactory division of the furniture, household furnishings, appliances and other household personal property between them, and they mutually agree that each party shall from and after the date hereof be the sole and separate owner of all such tangible personal property presently in his or her posses- sion, whether said property is heretofore owned jointly or individually by the parties hereto, and this Agreement shall have the effect of an assignment or bill of sale from each party to the other for such property as may be ill the individual posses- .ions of each of the parties hereto. 6 Ths parties hereto have divided between themselves, to their mutual satisfaction, all items of tangible and intangible marital property. Neither party shall make any claim to any euch items of marital property, or of the separate personal property of either party, which are now in the possession and/or under the control of the other. From and after the date of the signing of this Agree- ment both parties shall have complete freedom of disposition as to their separate property which is in their possession or control pursuant to this Agreement and may mortgage, sell, grant, conveyor otherwise encumber or dispose of such property, whether real or personal, whether such property was acquired before, during or after marriage, and neither Husband nor Wife need join in, consent to, or acknowledge any deed, mortgage, or other instrument of the other pertaining to such disposition of property. 7. REAL ESTATf; Husband agrees to transfer his right, title and in- terest in and to the parcel of jointly-owned real estate with improvements thereon situate at 1288 Boiling Springs Road, Boiling Springs, Monroe TownShip, Cumberland County, Pennsyl- verda, as more specifically described in Deed Book "I", Volume 35, Page 971, as recorded in the Cumberland County Recorder of 7 Deeds Office, to Wif~ and to sign all documents necessary to effect said transfer of the title to the real estate to her name individually. The documents necessary to transfer title from Husband and Wife to Wive to the jointly-owned real estate will be signed simultaneously herewith. Wife agrees to assume and save Husband harmless from any obligation which he may be liable in association with the real property located at 1288 Boiling springs Road, Boiling springs, Monroe Township, Cumberland County, Pennsylvania. Wife agrees that upon delivery of the deed to the jointly-owned real estate, she will indemnify Husband on account of any obligation he may have to her on account of any obligation concerning the ownership of the real estate including, but not being limited to, municipal liens, real estate taxes, sewer and water assessments, fire and casualty insurance, and utili.ties. Husband further agrees to transfer his right, title and interest in and to the parcel of jointly-owned real estate with improvements thereon situate at 1455 York Road, Boiling Springs, Monroe Township, Cumberland County, Pennsylvania, as more specif- ically described in Deed Book "G", Volume 36. Page 553, as recorded in the Cumberland County Recorder of Deeds Office, to Wife and to sign all documents necessary to effect sal.d transfer of the title to the real estate to her name individually. The 8 document. nece..ary to transfer title from Husband and Wife to Wife to the jointly-owned real estate will be .igned simul- taneously herewith. Wife agrees to assume and save Husband harmle.. from any obligation which he may be liable in association with the real property located at 1455 York Road, Boiling Springs Road, Boiling springs, Monroe Township, Cumberland County Pennsylvania. Wife agrees that upon delivery of the deed to the jointly-owned real estate, she will indemnify Husband on account of any obli- gation he may have to her on account of any obligation concerning the ownership of the real estate including, but not being limited to, municipal liens, real estate taxes, sewer and water assess- ments, fire and casualty insurance, and utilities. 8. 1JlMf. SUM PAYMENT In consideration of Husband's waiver of all rights arising from the marital relationship and the terms and condi- tions set forth in this Agreement, Wife shall pay Husband an amount of $20,000.00 on the date of execution of this Agreement. 9. MOTOR VEHICLES The parties hereto agree that Husband shall be entitled to have the sole and exclusive control, benefit, use and title of the 1987 Jeep CJ7 or the proceeds thereof. 9 10. MISCELLANEOUS (A) The parties hereto acknowledge and agree that any and all savinqs and checking accounts, as well as certificates of deposit and other investment accounts, owned by them jointly or sinqly, have been divided to their mutual and individual sati- sfaction. (B) Neither party hereto shall make a claim upon the other for accumulated pension, profit-sharing, retirement sup- port, retirement benefits, insurance policies, IRA's, or any retirement-related benefits. (C) The parties hereto acknowledge and agree that any and all life insurance policies owned by them jointly or singly have been divided to their mutual and individual satisfaction. Each party hereto acknowledges that they have in their sole possession those policy or policies of life insurance which they intend to keep and retain as their sole and exclusive property and, further, each party shall have the right to designate the beneficiaries of said policies. (D) The di.vision of existing marital property is not, except as otherwise expressly provided herein, intended by the parties to constitute in any way, a sale or exchange of assets and the division is being affected without the introduotion of out.ide funds or other property not constituting a part of the 10 marital estate. As a part of an equitable division of the marital properties and the marital settlement herein contained, the parties hereto agree to save and hold each other harmless from all income taxes assessed against the other resulting from the division of the property as herein provided. (E) Each party represents and warrants to the other that he or she has not incurred any debt, obligation or other liability, other than those described in this Agreement, on which the other party is or may be liable. A liability not disclosed in this Agreement will be the sole responsibility of the party who has incurred or may hereafter incur it, and such party agrees to pay it as the same shall become due, and to indemnify and hold the other party and his or her property harmless from any and all such debts, obligations and liabilities. 11. DEBTS OF HUSBAND AND WIFE The parties hereto agree that any and all obligations incurred subsequent to the date of separation, said date being August 18, 1994, shall be the sole and individual responsibility of the party incurring the obligation. Husband represents and warrants to Wife that from the signing of this Agreement and in the future he will not contract or incur any debt or liability for which Wife or her estate might be responsible and shall indemnify and save harmless Wife from 11 any an4 all claima or demanda made againat her by reaaon of debt. or Obligation. inourred by him. Wife represents and warrants to Husband that from the aigning of this Agreement and in the future she will not oontraot or incur any debt or liability for which Husband or his estate might be responsible and shall indemnify and save harmless Huaban4 from any and all claims or demands made against him by reason of debts or obligations incurred by her. 12. ALIMONY. SUPPORT AND MAINTENANCE Both parties acknowledge and agree that the provisions of thia Agreement providing for equitable distribution of marital property are fair, adequate and satisfactory to them and are accepted by them in lieu of and in full and final satisfaction of any claims or demands that either may now or hereafter have against the other for support, maintenance or alimony. Husband and Wife further, voluntarily and intelligently, waive and relinquish any right to seek from the other any payment for support, alimony and maintenance and, further, waive and relin- quish any rights to division of propert.y, other than provided in this Agreement and, finally, waive any rights to alimony pendente lite, counsel !ees and court costs. Husband and Wife both agree that they have been reapectively advised and are aware of the contents of the 12 provisions ot the Divorce Code, as amended, in Pennsylvania, wherein considerations are set torth in determining an appropriate amount, it any, to be paid in the form ot alimony. Atter being tully advised of the contents ot the Divorce Code, as amended, both parties voluntarily and intelligently waive and relinquish any right to seek from the other payment tor support, alimony and maintenance. 13. MUTUAL RELEASE Subject to the provisions ot this Agreement, each party waivee his or her right to alimony and turther distribution ot property inaomuch as the parties hereto agree that this Agreement provides tor an equitable distribution of their marital property in accordance with the Divorce Code, as amended. Subject to the provisions ot this Agreement, each party has released and dis- charged and by this Agreement does for himself or herselt, and his or her heirs, legal representatives, executors, administrators and assigns, release and discharge the other ot and trom all causes of action, claims, rights or demands what- soever in law or equity, which either of the parties ever had or now has against the other, except any or all cause or causes of action for divorce or except in any or all causes of action for breach ot any provisions of this Agreement. Each party also waives their right to request marital counseling pursuant to 13 Section 3302 of the Divorce Code. 14. SUBSEQUENT DIVORCE A decree in divorce entered by a court of competent jurisdiction to either party shall not suspend, supersede or affect the terms of this Agreement. Both parties agree, if requested, to enter a Consent Order or Orders concerning the ~rovisions of this Agreement in the Court of Common Pleas of Cumberland County, Pennsylvania, or any other Court of competent jurisdiction, as a part of a resolution of any divorce action filed or to be filed. This Agreement, and the terms and conditions contained herein, as well as the enforcement of said terms and conditions, shall be contingent upon the granting of a Divorce Decree to either party by the Court of Common Pleas of Cumberland County, Pennsylvania, or any other Court of competent jurisdiction. Furthermore, both parties hereto agree, if requested, to execute the appropriate affidavits and consents to secure a No-fault Divorce as may be required by the Divorce Code, as amended. Both parties hereto agree that this Agreement may be incorporated into a separate Court Order but shall not merge in such order. 15. ENTIRE AGREEMENT This Agreement contains the entire understanding of the parties and there are no representations, warranties, covenant. 14 or undertakings other than those expressly set forth herein. Husband and Wife acknowledge and agrse that the provieions of this Agreement with respect to the distribution and division of marital and separate property are fair, equitable and satisfactory to them based on the length ot their marriage and other relevant factors which have been taken into consideration by the parties. Both parties hereby accept the provisions of this Agreement with respect to the division of property in lieu of and in full and final settlement and satisfaction of all claims and demands that they may now have or hereafter have against the other for equitable distribution of their property by any court of competent jurisdiction pursuant to section 3502 of the Divorce Code or any amendments thereto. Husband and Wife each voluntarily and intelligently waive and relinquish any right to seek a court ordered determination and distribution of marital property, but nothing herein contained shall constitute a waiver by either party of any rights to seek the relief of any court for the purpose of enforcing the provisions of this Agreement. 16. VOLUNTARY EXECUTION The provisions of this Agreement and their legal effect have been fully explained to the parties by their respective counsel, and each party acknowledges that the Agreement i. fair and equitable, that it is being entered into voluntarily, with 15 full knowledge of the assets of both partie., and that it i. not the re.ult of any duress or undue influence. The parties acknowledge that they have been furnished with all information relating to the financial affairs of the other which has been requested by each of them or by their respective counsel. 17. ADDITIONAL INSTRUMENTS Husband and Wife shall from time to time at the request of the other, execute, acknowledge and deliver to the other party any and all further instruments that may be reasonably required to give full force and effect to the conditions of this Agree- ment. 18. MODIFICATION AND WAIVER Any modification or waiver of any of the provisions of this Agreement shall be effective only if made in writing and executed with the same formality as this Agreement. The failure of either party to insist upon strict performance of any of the provisions of this Agreement shall not be construed as a waiver of any subsequent default of the same or similar nature. The waiver of any term, condition, clause or provision of this Agreement shall in no way be deemed or construed a9 a waiver of any other term, condition, clause or provision of this Agreement. 16 19. BREACH If either party hereto b~eaches any provision of this Agreement, the other party shall have the right, at his or her election, to sue for such breach, or seek other remedies or relief as may be available to him or her. Both parties agree and are aware that non-compliance with any provision of this Agree- ment permits either party to pursue appropriate legal remedies, including sanctions as set f'orth in 23 Pa. C. S. A. S 3105. Each party further hereby agrees to save and hold harmless the other party from any and all attorneys' fees, costs and legal expenses and expenses that either may sustain, or incur or become liable or answerable for, in any way whatsoever, or shall pay upon, or in consequence of, any default or breach by the other of any of the terms or provisions of this Agreement by reason of which either party shall or shall be obliged to retain or engage counsel to initiate or maintain or defend proceedings against the other at law or equity or both or in any way what- soever, provided that the party who seeks to recover such attorneys' fees, costs and legal expenses and expenses must first be successful tn whole or in part, before there would be any liability for attorneys' fees, costs, legal expenses and expenses. It is the specific agreement and intent of the parties that a breaching or wrongdoing party shall bear the burden and 17 obli9ation of any and all costs and expenses and counsel fee. incurred by the other party in endeavoring to protect and enforce his or her rights under this Agreement. All remedies provided by law and all remedies provided for in this Agreement for enforcement of the Agreement shall be deemed to be cumulative and the exercise of one remedy shall not bar or prevent the pursuit of any other remedy and either psrty may elect to pursue such remedies simultaneously and the exercise of a remedy one or more times shall not exhaust its use or prevent further pursuit of such remedy. 2Q. DESCRIPTIVE HEADINGS The descriptive headings used her.ein are for convenience only. They shall not have any effect whatsoever in determining the rights or obligations of the parties. 21. INDEPENDENT SEPARATE COVENANTS It is specifically understood and agreed by and between the parties he~eto that each paragraph hereof shall be deemed to be a separate and independent covenant and agreement. 22. AfFLICABLE LAW This Agreement shall be construed under the laws of the Commonwealth of Pennsylvania. For purposes of contract inter-' pretation and for purposes of resolving any ambiguity herein, the parties agree that this Agreement was prepared jointly by their 18