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Home My WebLink About95-00629 " " " " ! , " , ,I , , 1 'i " ,;1\. , " , , " ,I.; " ; " " , " " , b , , , , , , " . " -1 " I'j ,\' " " I' , '1 " -8 , ',I " " , ~ " " " , ," 0, , , II, " " , " ," i' , '" i' , \ , , , " \ , .r' " " , 'I ii, " 'i " /' , , " . 'I d " 1 , , '1'\ " 'I, " " " , " " ~ , "'~; 'I , I,t" ',','\:' " ~ :) " j " , I' " " r , , . " " \, " , " , " , " , " I , I; I , , "'I " , , ,'I , " ' I"" " , , '.', -"I, " " , I, r'J , , " , , , "-I I ,; " , , J~ ~ ~u i ~!l ! ~ - " , , , " , i ,,- 'l','i. II i'i' 'I, j I, I' II) , ' 1:"1 ' 'L.' I ,1 \It I:,' ,-/ ' ,,' I' .., ,~ " . .. .. . " I , ' , I , , DALEY LAW OFFICES, .' t ... 1029 SCENERY ORlVE HAI'II'IISBURG, PENNI3YI.VANIA 17109 (717) 667.4795 . ..' '. . .. . ,.' . ,. ,'* ,w;. .etC. .:.;. "*, .:". ... ,.' ,te, '.. ,M' .:.;. .:.:. ,~~, .:<<, .:.:. ,*, .~.:. .,+:. .,.:. :. .:. .M' .r., .:... ...~, ,*, '. ... 11 ~ ".."..""".....,.""-,.....,,... .'... ,.......... '... ,~, ".,....,.~_..".. . . : IN THE COURT OF COMMON PLEAS : * OF CUMBERLAND COUNTY . 8 . 8 STATE OF PENNA, · ~ . ~ . . . PATRICIA H, O'NEAL : Plaintiff ~ (), "9,5,7,~J9",,, ..gt'l,~\t : * VI'I',-I1.\ * ~ , GERALD S. O'NEAL . . Defendant" . ~ " ~ . 81 0 E eRE E IN. il AND NOW, vb~r ~ R 1~: It ,. ordered ond l III decreed that",."""""", PAnUc.IA,H.., ,O~NF.AL.""""." plaintiff, . ~ . . and,,,,,,,..,,,,,, ,G~MI,O, ~'" ,Q,'~,F;t\~.""".."""".."", defendant, . . are divorced From the bonds of matrimony. . . ~ . The court retains lurlsdiction of the following claims which have . . been raised of record In this octlon for which a flnol order hos not yet . . been entered; 8 · "ijon.e."""""", """""""""""""""""",.".""".,.",'. 18 . 18 . ""," " " ,," ,," ,,',',',"" "')"".""""""".' I~ - · tf 1* . II y 'T h I! C :,)1: II ' . ',,-~ '" ". ,'''v , : : . ^tt.otl~,(;(~t't'''''( /i a).t- ~~(, ;'~"~/""~~ J. , . ,./ ';i! . ';f':1~.1\'': F -!::.:~;'/9? · : :. tI .-- I'mthutlr)lllry ,I!! , '~ ~ - .. ..'.: :..":Ii 'c.' .,' '.. ,*,' ,*' 'c<<,' .*, ,:tt- ':~, 'c<<' ,*, ,(t!' ':.:' ':t!' ':t!' ,t.:' ':.;. c.:' ,c.:' ':.:' ,:t:, ':.:' ,*, ,J , 4, ,Relaled claim. pending: None 5" (Complele either (I) or (b)) (a) Date and manner of service of the notice ofintention to t1Ie praecipe 10 tran.mit record; a copy of which il attached: N/A (b) Dale Plalntill'. Waiver of Notice in *3301(c) Divorce was t1Ied with the Prothonotary: Augusl 25, 1997 Date Defendant's Waiver of Notice in *3301(c) Divorce was med with the PrQthonolary: August 25, 1997 Ii I "I 1'1 I III " , , , , , , , , , , '\ , 1,' I , :1 ,,' ,'1 , , I" " ,'-' " ~ '~ '"I , ~, ) , l" I , :'):'1', , ,.... :r1 ~I\' ;ii "' t.": {" I r\) ,., "'i (ij,' ; 1'../, I " t) r""" "I"" . ..\", :~') ",,\) f'.I' , .. ., ,I. '"t I. ftl( ! r" '-"II) ,J.lt' .. ~,. \ ~ 0 ,. '.... ;Q .- , , " 1,1 , ' PATRICIA H, O'NEAL. PJalp1i1f IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVAN[A CIVIL ACTION. LAW v, NO, 95.629 CIVIL TERM GERALD S, O'NEAL, Defendanl IN DIVORCE AFFIDA VaT OF CONSf:NT l. A Complaint in Divorce under ~330 I (c) of the Divorce Code was flied on February 6, [995, 2, The marriage of Plainlitl' and Defendanlls Irretrievably broken and ninety (90) days have elapsed from the dale oflllin61 and service ot'the Complainl, 3, I consent to the entry ofa tinal decree of divorce aner service of notice oflnlenllon 10 request enlry oflhe decree, I veritY lhallhe slalemenls made in Ibis Atlldavlt are lrue and correCl, I understand Ihal false statements herein are made subJecl to the penalties of 18 Pa,C,SA ~4904 relating to unlworn falsification 10 authorities, Date: _1lt.L-~.;t B. I'i' f.1 nV ~_L.:..~ 1; 1/1th..1 PATR[CIA H, O'NEAL, Plaintitl' "i .. " " , iI , " , i,' 'I " " ~~ t,1l (:\' " tJ tf},t, )1: '. ~'i " ,'1 ..-)/"\\ ( 11;; '.'1' I'''' ; ,t\'~ 1.'1' t.)\ ."".1) r~\..1 ',' .Y~ (', ::'~ '\'.:', ." 1 ' " , . ~',r ," -I r;- ;'''If'' .. ,.) .. <" ':.:), ~ ~i .- - , 'I' iii , , I , il , " , " , , , I, " , ", ; " " 'I, , ,j , " .\1 " " " ';) , , , " " , , " " , I , ,I I I ,I I I 11 , ,II I, .'i' '5 1'" ...... ,,' n') l") ~J ' "O~; r)\~' ~,."., ,',I. t,',\ . "".:1 (,', ,.... ,,,I >:,,' J '._~ 1.:..1 01 ':'1 :'.' .,f. " ,I , I :> ~ (\ "\'I -,,1 _,'lid "",\ " , .,"\, :\1.\1 ','\"} ~ i;" '\ -r'\ ',,;,,), 'r )\ -'. ,,.. .. ';') .~. , " , , ) ,'11IO {Co '11IO '.' .oM' '.' '.' -OIl' 'Ill' .' ..' ,tfC, ':<<, ,'.:' ':<<, ':<<':<<, ':.:' ':<<, .;t:' > ,*, ':tl' {fe. ,*,. ':<<, 'tfC',':';' .. .. 11 iii ,,-,~_.,.__.,._.. '"'''''' ...... ....... ".." .. .... ........... ..,..-. . . . : IN THE COURT OF COMMON PLEAS : iii OF CUMBERLAND COUNTY iii iii .~ iii :\ STATE OF ~~!.;k~ PENNA. : * . * iii : PATRICIA H. O'Nf:AL N n. 95-62~..,. <::IYE~. TERM : * V"I','"11 iii iii . iii GERALD S. O'NEAL . iii j * ~; *1 DEe R EEl N : *1 D I V 0 R C E . *l iii ~ AND NOW, ' '.. . .. , , ' , .. , , .. , , , . , . , , . , '. 19,.... It Is ordered and iii iii decreed that,.""""" PTI'J:BICJ.AIL, ,Q'NEAL.""",........ plaintiff, . iii . and, . . . , , . , . , . , , . . , , , . . ' ,GERI\.LD, S..O! NEAL, , , . , , , . , . . . . , . ., defendant, . . are divorced from the bonds of motrlmony. iii . iii iii The court retains lurlsdlctlon of the following claims which have iii iii be.n raised of record in this acllon for which 0 final order has not yet iii iii been entered; iii : .. . .. .. . .. .. , .. .. . .. .. ,~9!J.I.'l(A13~.E; ..1;l~,~'1;'~~PP'l,'+9~.. . .. . .. . .. .. .. .. " , , l: iii ............."... "...."..".......................".............."" * - * oil ,Oy The C.lurll ~ 1* iii . AU.III J. : * 6 :~ ;' , PrtllhrUltllnry : ~ I~ .'. ..'..: ..__....... ...... ..'.:.. .C<<. .C<<. ... ,,<<. .Ct:, .C<<. .*, .w.. .~:. .w.. .:t:. .oM' .(1;, .:t:. .:t:. J " ;1, , , " " ,. , , ,I " , " . ..., ,II, " , " ., P c(l , 1 ~,I " :!I " , ". I ;,1 ,. 1"',1 I 1;'1'1 I: " , U) ';rJ ., :" I.:;) :.,/ , ii, " t.~ '1:,1 ,:/ ."' , \'.' )11 , '.':J ~ " )' " ',JI "", OJ ~ ,:.' )" I .' . , ~ jl , , , Ii i I " f;J !,d ";1 " LI L,' -II ~ oJ , I V ; , I , , , , . " '1 " ,.;, 11:1 , " " .;)1 r.." " , , " '_I , I " J , " )..1 !:-~ , i' ~ l , '1.1 \,.1 ,II " .. , '.'1 . ) II "'" t)j "'l. 'II " ,I I , , , , 'I , , , , " PATRICIA H. O'NB~i I IN THB COURT OF COMMON PtBAB Plaint U I CUMBIlRLAND COUNTY, PBNNSYLVANIA I CIVIL ACTION - LAW v. , rl:J ~)1 (1IlI/'( Jll I NO. vr-- GIJtALD S. O'NB~, I Dehndant I IN DIVORCB IOTICI TO DI'IID AID CLAIM RIGHT. YOU HAVB BBBN SUBD IN COURT. If you wieh to defend again.t the claime .et forth in the following pague, you mu.t take prompt action. You are warned that if you fail to do .0, the caee may proceed without you and a decree of divorce or annulment may be entered again.t you by the Court. A judgment may aleo be entered again.t you for any other claim or relief requ..ted in the.e paper. by the Plaintiff. You may lo.e mon~y or property or other right. important to you, including cuatody or vieitaUon of your children. When the ground for the divorce ie indigniU.. or irretrievable breakdown of the marriage, you may reque.t marriage coun.eling. A liet of marriage counaelon h available in the office of the Prothonotary, Cumberland County Courthou.e, One Courthoua. Squar., carliale, Pennaylvania 17013. IF YOU DO NOT FILl A CLAIM FOR ALIMONY, DIVISION OF PROPIRTY, LAWYIlR'S FBBB, OR IXPBNSIllS BEFORI A DIVORCI OR ANNULMBNT IS GRANTIlD, YOU MAY LOSI THB RIGHT TO CLAIM ANY OF THIM. YOU SHOULD TAKI THIS PAPER TO YOUR LAWYBR AT ONCI. IF YOU DO NOT HAVB A LAWYIR OR CANNOT AFFORD ONE, GO TO OR TILEPHONB THB OFFICI SIT FORTH BILOW TO FIND OUT WHBRI YOU CAN GIT LBGAL HILP. Lawyer Referral Service Court Adminiatrator Cumberland County Courthou.. Carli.le, PA 17013 (717) 240-6200 / " PATRICIA H. O/NIALl Pla nUff v. I I I I I I I IN THI COURT or COMMON PLIAS CUMBIRLAND COUNTY~ PINNSYLVANIA CIVIL ACTION - LAW NO. OIRAI.D S. 0 / NIAX. , Defendant IN DIVORC! COIIPLAIII'l' III DIVOItCI COUIIT I DIVOacl AND NOW come. the above Plaintiff, patricia H. O'Neal, by and through her attorney, Kathleen Carey Daley, Attorney at X.aw, and .eek. to obtain a decree in divorce from the above-named Defendant, upon the ground. hereinafter aet forth. 1. The Plaintiff, Patricia H. O'Neal, i. an adult individual who relide. at 133 W. Locuat Street, Apt. 218, Mechanic.burg, Cumberland County, ~enn.ylvania 17055. 2. The Defendant, aerald S. O'Neal, i. an adult individual who relide. at 322 W. Meadow Drive, Mechanic.burg, Cumberland County, penn.ylvania 17055. 3. The Plaintiff and Defendant are .ui juri., and both have been bona fide re.ident. of the Commonwealth of penn.ylvania for a period of more than .ix montha immediately preceding the filing of thh Complaint. 4. The Plaintiff and Defendant were married on April 18, 1969, in Cumberland, Maryland. 5. Neither PlAintiff nor Defendant it in the military or naval eervice of the United states or it. alli.. within the provi.ion. of the Soldier.' and Sailor.' civil Relief Act of the Congress of 1940 and its AmendDlent.. 6. The cause(s) of action and section(.) of Divorco Code under which Plaintiff is proceeding arel A. section 3301(0). The marriage of the parties is irretrievably broken. After ninety (90) day. have elapsed from the date of the filing of this complaint, Plaintiff intends to file an Affidavit con.enting to a divorce. Plaintiff believes that Defendant may also file .uch An Affidavit. B. Seotion 3301(d). i. irretrievAbly broken. .eparAted on May 23/ 1994. 7. There hAve been no prior aotions in divorce between the The mArriage of the pArties The PlAintiff And Defendant partie.. e. Plaintiff hAS been advised of the availability of coun.eling And that Plaintiff may have the right to requelt the partiel to partioipate in counleling. 9. The partie. may enter into a written agreement with 1'eqard to lupport/ cUltody, visitation of children, alimony and property division. In the event that luch an agreement i. executed by the partiel, the agreement may be incorporated by the Court into the final Decree of Divorce. " , . WHIRIFORB, Plaintiff reque.t. your Honorable Court to enter a Decree in Divoroe, divorcing Plaintiff and Defendant. (lOUR II IgUZTAaLl DZITaZIUTIOI 10. Paragraph. 1 through 4 of thi. Complaint are incorporated herein by reference a. though .et forth in full. 11. Plaintiff and Defendant have acquired property, both real and per.onal during their marriage from the date of their marriage until May 23, 1994, the date of their .eparation. 12. Plaintiff and Defendant have been unable to ague a. to an equitable divi.ion of .aid property. WHBRBFORB, Plaintiff reque.t. your Honorable Court to equitably divide all marital property. I verify that the .tatement. made in thi. Complaint are true and correct. I under.tand that fal.e .tatemente herein ar.e made .ubject to the penaltie. of 18 Pa.C.S.A. Seotion 4904 relating to un.worn fal.ifioation to authoritie.. Date. t) 2/1 .lIt j- I BY~h:Li~;' ~ I/66.-L r oia It. 'Neal, Plaintiff BYI 0'( 11<./ (, ( , ' C({ ,/)Jt I { ~. 1 een Carey a fY B.q. Attorney No. 30078 1029 Soenery Driv. Harri.burg, PA 17109 (717) 657-4795 Attorney for Plaintiff " , , I' , " , , , , " , " " " I I III " , , 'I I ) J ,/' ii' J,' ',' ,I 11:1 " 'I; ~ L1 frl , .. ~..# ait. '1 .Jl': .;r,: !ii~J 't-l,l, -. , L} ~ I">,) " tJI , ~'( '~ I ': "": ::! I.. r..1 } 1':'1 ,', ;;""'. (~',) ',.) "~ N . . . ., . . .. I verilY Ihllllhe stAI~mtnl5lllRde tnthls aflldnvlt lIr.: lrull an~ correct, I unduutand t~at tillll slat~llIellts h.:reln arlllllaJll subjecllo Ih.: penultles of 18 lla C.SA ~4904 rclatlni 10 unlwom falsi neat ion 10 authorities. DlIlll..._~! !:fJ-.I1ff__,__ ~" I - . ' -,"7) [lb.J ____ KL... - MTRICIA II. q'NI:!AI., Plaintiff " , " I , , , " \ " '" , , , " , I' , ' , " , 'I I " " , " " , I' , ' I' " . . .' ., " I" ,I, , " ., " , , , , . , " , , , , 'I <:I \J:l '1 il " " ~,.., ,~ , "Ifl ~' : ,I n i \. ,\(1 , , ", ..'l'r r..~ ! 1) i,d, li:) , it!? , .f", ,;} (, ., , ,il l.i'J .. ! ;" :.., :,.. "11 "". ,):j ", " " ,Ii , , " ,I' , , ., ,\ , ' , ,I, " , ' , P~TRICI~ H. O'NIl~L I IN THIl COURT or COMMON PLE~S OF Plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA ... I VI. I NO. 91S - 629 CIVIL I GIlRA.LD S. O'NEAL, I " Defendant I IN DIVORCE ORDER OF COU~T AND NOW, thil / '7/1/ day of /J LI!( ..~ ;--- , 1997, the economic claims raised in the proceedings having been relolved in accordance with a property settlement agreement dated July 30, 1997, the appointment of the Master is vacated and counlul can file a praecipe transmitting the record to the Court requelting a final decree in divorce. BY THE COURT, /~ L .I ( j( ,,' ~~ld 1):. slfflely, P.J. CCI Rathleen carey Oaley Attorney for plaintiff Maria P. cognetti Attorney for Defendant _ [\....b,...,... /l>'-t~Q,~ '8/,),0/1'/' ~\J ..J '0', '\1' , " ,I . " 'RO'IRTY 81TTLIMBNT AGRIKNlNT .ITWlIN PATRICIA H. O'NlAL I, AND OIRALD 8. 0 I trIAL I, 'I " . /I XNDIX 0' PROPlaTY 8ITT~IMINT AGRIIMINT ..TWlIN PATItXCXA H. O'N'A~ AND GlRA~D S. OINIA~ SUBJ~CT PA.GIi1 Nt.JMR~R 1. separation 2 2. Interference . 3 3. Agreement Not A Bar to Divorce proceedings 3 4 . subsequent Div'orce , . . . 4 5, Incorporation in Divorce Decree . , 5 Effective Date . 6 6. . 7, Distribur.ion Date . . . 6 8. Mutual Release . . , , . 7 9, Advice of Counsel . . . . . II 10. Warranty as to Existing Obligations . II 11. Warrant as to Future Obligations . , . , 10 12. Personal Property " . . 10 13. Division of Real Property . . 1:1. 14. Bank Accounts , . 13 15. Distribution of Individual Retirement Accounts , . . I 13 16, Distribution of Individual Retirement Accounts . , , .' . '13 17, Pens ions, Annuities and/or Retirement Benefits . . , . 14 I 18. Waiver of Rights Under ERISA . . , " . , . 1.15 19. Motor Vehicles , . . .' . . 16 20, After-Acquired Property . , . . 1.7 21. Lump Sum payment , . , " . . 17 22. Counsel Fees I 18 . . . . 23, Income Tax Prior Returnlil , . . . 18 24. Applicability of Tax Law to property Transfer . , . . . . 19 25, Waiver of Alimony . . . . . . '. 19 26. Effect of Divorce Decree , 20 . . " . 27. Breach , . . , 20 28, Waiver of Claims . . . . 21 29. Entire Agreement . . , . . 22 , '~..' ',- . re~pective financi~l and property ri9ht~ and oQligations as, between each other, including, withQut limitation by specification, the settling of all matters between them relating to the ownership and equitable distribution of real and personal propertY1 settling of all matten 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. NOW, THIRI'OR., in consideration of the premises and of the mutual promises, covenants and undertakings hereinafter set forth and for other good and valuable considerat.lon, receipt of which is hereby acknowledged by each of thp. parties hereto, HUSBAND and WIFE, each intending to be legally bound hereby covenant and agree a~ follows, 1. SIPARATION, HUSBAND and WIFE shall at all times hereafter have the right to live sep~rate and apart from each other and to reside from time to time at such place or places as .2. , , . they shall respectively deem fit, free from any control, reatuaint or' interference whatsoever by the other, Neither party shall molest the other or endeavor to compel the other to cohabit or dwell wi th him or hElr by any legal or other proceedings, The foregoing provisions shall not be taken to be an admission on the part of either HUSBAND or WIFE of the lawfulness or unlawfulness " of the causes leading to their living apart, 2. INTIlR..IlRIlNCIl, Each party shal.1 be free from interference, authority, and c~ntact by the other, as fully as if he or she Were single and unmarried, except as may be necessary to carry out the provisions of this Agreement, Neither party shall molest the other or attempt to endeavor to molest the other, nor compel the other to cohabit with the other, or in any way harass or malign the other, nor in any way interfere with the peaceful existence, separate and apart from the other, 3. A.a.llgIlNT NOT A BAR TO DIVO.CIl PROCIlIIDINGS I This Agreement ohall not be coneldered to af fect or bar the right of HTJSBAND or WIFE to a divorce on lawful grounds alll llIuch grounds . 3 . . now exi~t or shall hereafter exist or to such defense aa may be available to either party, This Agreement is not intended to condone and shall not be deemed to be a condonation on the part of either party hereto of any act or aats on the part of the other party which have occasioned the disputes or unhappy differences which have occurred prior to or which may occur , subsequent to the date hereof. 4. SUBS.CU.NT DIVORC., The parties hereby acknowledge that WIFE has filed a Complaint in Divorce in cumberland county to Docket No, 95-629, claiming that the marriage is irretrievably broken under Section 3301(c)of the Pennsylvania Divorce Code. HUSBAND hereby expresses his agreement that the marriage is irretrievably broken and expresses his intent to execute any and all Affidavits or other documents necessary for the parties to obtain an absolute divorce pursuant to Section 3301(c) of the Divorce Code at the same time as he executes this Agreement. The parties hereby waive all rights to request court ordered counseling under the Divorce Code. It is further specifically understood and agreed by the parties that the provisions of this .4. Agreement as to equitable distribution of property of the parties are accepted by ~ach party as a final settlement for all purposes whatsoever, as contemplated by the Pennsylvania Divorce Code. Should a decree, judgment or order of divorce be obtained by either of the parties in this or any other state, country or jurisdiction, each of the parties hereby consents and agrees that this Agreement and all of its covenants shall not be' affected in any way by such separation or divorce, and that nothing in any such decree, judgment, order or further modification or revision thereof shall alter, amend or vary any term of this Agreement, whether or not either or both of th~ parties shall remarry. It is the specific intent of the parties to permit this Agreement to survive any judgment and to be forever binding and conclusive upon the parties, 5. %NCORPORAT%ON IN DIVORCI DICRIII It ia further agreed, covenanted and stipulated that this Agreement, or the essential parts hereof, shall be incorporated in any decree hereinafter entered by any court of competent jurisdiction in any divor-ce proceedings that have been or may be instituted by the . ~ . provided for in this Agreement. Each party agr.es to indemnify and hold the other party harmless for and against any and all such debts, liabilities or obligations of every kind which may have heretofore been incurred by them, including those for necessities, except for the obligations arising out of this Agreement, 11. WA..&~Y AS TO .UTua. OBLIQATIONSI HUSBAND and WIFE covenant, warrant, repr~"nnt and agree that with the exception of obligations set forth in this Agreement, neither of them shall hereafter inaur any liability whatsoever for which the estate of the other may be liabln, Each party shall indemnify and hold harmless th~ other party for and against any and all debts, ch6rges and liabilities incurred by the other after the execution date of this Agt'eQment, excllpt as may be otherwise specifically provided for by the terms of this Agt'eement, 12. J..SONAL JROP..TY: The parties hereto mutually agree that they have effected a satisfactory division of the furniture, household furnishings, appliancell, and other household personal . 10. " property petwaen them, and they mutually agree that each party shall fxom and after the date hereof pe the sole and separate owner of aU such personal property presently in his or her possession, except as set forth in Exhibit "A" attached hereto, which items shall be distributed to WIFE. WIFE ahal1 make arrangements within thirty days from the signing of this Agreement to remove such items from marital home, ShOUld it become necessary, the parties each agree to sign any titles or documents necessary to give effect to this paragraph upon request, By these presents, each of the parties hereby specifically waives, releases, renounces and forever abandons whatever claims he or she may have with respect to any personal property which is in the possession of the other, and which shall become the sole and separate property of the other from the date of execution hereof. 13. DIVISION O. ..AL P.OP..TY~ WIFE agrees to transfer all her right, title and interest in and to the real estate situated at 322 West Meadow Drive, Mechanicsburg, Cumberland . II . " County, PerltlDyLvlSnill/ now titJ,ed in the name of HUSBAND and WIFE as tenants by the entireties, to HUSBAND and agrees to immQdiat~ly execute now and in the future any and all deeds, document II or pupers necEll!lsary to effect such transfer of title upon request, WIFE further acknowledges that she has no claim, right, interest or title whatsoever in said property and further agrees never to assert any claim to said property in'the future. WIFE agrees to immediately execute a deed conveying her interest to HUSBAND, HUSBAND hereby covenants and agr.ees to assume and pay in full the remaining balance of the mortgage now existing and presently constituting a lien upon and encumbering the same premises, such mortgage being owed and payable to Pennsylvania State Employee'S Credit Union and further covenants and agrees that he will indemnify and save WIFE harmless from any and all liability, expense/ cost, or loss whatsoever as a result of his non-payment of or non-performance of said mortgage and said mortgage conditionD. I, .12. 14. J~ ACCQQHTGI HUSBAND and WIFE acknowledge that they each possess certain bank acoounts and the like in their respeotive names, They hereby agree that each shall become sole owner of their respective accounts and they each hereby waive any interest in, or claim to, any funds held by the other in such accounts, , 15. pISTRIIUTION 0. INDIVIDUAL R.TIR.M.NT ACCOUNTS I HUSBAND hereby acknowledges and agrees that WIFE shall retain, as her separate property, free and clear from any claim, right, title or interest on the part of the HUSBAND, her Individual Retirement Account with Harris Savings Bank, HUSBAND hereby acknowledges that he has no further claim, right, title or interest whatsoever in the Individual Retirement Account of WIFE, and further agree never to assert any claim to the asset in the future, ld. DISTRIBUTION OP INDIVIDUAL R.TIRaM.NT ACCOUNTS I WIFm hereby aoknowledges and agrees that HUSBAND shall retain, as his separate property, free and clear from any claim, right, title or . 13 . interest on the part of the WIFE, hin Individual Retirement Account with Harris Savings Bank, WIFE hereby acknowledges that she has no further. claim, right, title or interest whatsoever in the Individual Retirement Account of HUSBAND, and further agrees never to assert any claim to the asset. in t.he future, 17. p.NBIONS. ANNUITI.S AND/OR R.TIRmM.N7 B.NW~~t The parties hereby relinquish any and all claims and rigilts which either may now have or hereafter acquire or possess to share in any capacity or to any extent, in any penslon, profit sharing, stock option, savings and thrift plana, 401(K) plans, annuities and/or any other retirement or deferred compensation plan established for the other party that may exist now or in the future including but not limited to each party'S respective benefits with the State Employe's Retirement System, The parties hereby covenant and agree that they will execute any spousal waivers that may be required under the Pension Reform Act of 1974, the Retirement Equity Act of 1984, or any similar Federal or state statute that is now in effect or may be enacted. Nothing herein shall be deemed to waive either party's Social Security rights, This paragraph is intended to substitute for .14. " WIFS the total sum of $60,000,00 free of any and all taxes, within ninety days of the signing of thi~ Agreement, 22. COUNS.L ..'~l Except as provided herein, each party hereby indemnifies and agrees to indemnify and hold the other free and harmless against the claims of any attorney or person who rendered or claims to have rendered services to him or her in connection with the divorce proceedings and the negotiation of this Agreement or otherwise, 23. INCOK. TAX PRIOR R.TURNSI The parties have. heretofore filed joint Federal and state tax returns, Both parties agree that in the event any deficiency in Federal, state or local income tax is proposed, or any assessment of any such tax is made against either of them, each will indemnify and hold harmless the other from and against any lOBS or liability for any such tax deficiency or assessment and any interest, penalty and expense incurred in connection therewith, Such tax, interest, penalty or expense shall be paid solely and entirely by the individual who is finally determined to be the cause of the . 18. the party breaching this oontract shall be responsible for p~yment of reasonable legal fees and costs incurred by the other in enforcing their rights under this Agreement, al. WAIV.R 0' C~IM81 Except as herein otherwise provided, each party may dispose of his or her property in any .. , way, and each party hereby waives and relinquishes any and all rights he or she shall now have or hereafter acquire, under the present and future laws of any jurisdiction, to share in the property or the estate of the other as a result of the marital relationship, including without limitation, dower, curtesy, statutory allowance, widow's allowance, widower's allowance, right to take in intestacy, right to take against the Will of the other, and the r.ight to act as administrator or executor of the other's estate. Each pnrty will, at the request of the other, execute, acknowledge and deliver any and all instrumento which may be necessary or sdvisable to carry into effect this mutual waiver and relinquishment of all such interests, rights and claims, ~ 2\ . asset, the party shall have the right to petition the Co~rt of Common Pleas of Cumberland County to make ftquitable dJ,strib'~tion of said asset. The non-disclosing party shall be responsible for payment of counsel fees, costs or expenses incurred by the other party in seeking equitable distribution of /ilaid asset. Notwithstanding the foregoing the Agreement shall in all other respects remain in full force and effect, 31. AaRBRM.~ BINDING ON HBIRs. This Agreement shall be binding and shall inure to the benefit of the parties hereto and their respective heirs, ~xecutors, administrators, successors and assigns, 32. ~DITIONAL INSTRUMBNTB, Each of the parties shall , from time to t 1me, at the request of the other, execute, acknowledge and deliver to the other any and all further instruments that may be reasonably required to give full force and effect to the provisions of this Agreement. .23. . 33. VOID CLAUSI" If any term, condition, clause or provision of this Agreement shall be determined or declared to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be stricken from this Agreement and in all other respects this Agreement shall be valid and continue in full force, effect and operation. . 34. INDIPINDINT SIP..~~I COVIMANTS, It is specifically understood and agreed by and between the parties hereto that eac~ paragraph hereof shall be deemed to be a separate and independent Agreement. 35. NODI.ICATION AND WAIVlR, A 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 defaults of the same or similar nature, .24. . , " . ~ '. I I . . ,I .. . o. . . Dining Room Set (table, si" chairs and breakfront) e Blue upholstered chair in Library , Sofa Table In Library e Table Lamp in Library . Miscellaneous books. personal items (auic above garage) . . Tablecloths and other linens (fillings for dining room table) . Miscellaneous toys and other items (belonging to daughter) e Other household items mutually agreed to by the parties " " , , " , "i L ,I " :, I' I , , ,. , , Ii' I , " , " I " . I ...... ~ '~ .~ Lr. I P t'I'Ii r f . lei\. I" .' " " " " 'I , " ,;1 I, il , . ... ... l,,~ 11IIhu III 1\\'..,1" I~ ('''11''''111 P I) Up, 'l~tj 11,111 ~hHtll, 1't.'IlIl!,,,h,1I11,1 I!lll~ 1l1,1t'1 fA\,1\.' 'lfl\ II ~i ,. ""- '"'t i i - ;\. , , , " " " . . I . . PATRICIA H, O'NEAl.. Plaint ill' : IN TIlE COURT OF COMMON PJ.J\AS : CLJMOERLAND COUNTY, I'ENNSYL VANIA v, : NO, '/S.629 CIVIl. TERM GERAL.I> S, O'NEAL. Delcndunt : CIVil, ACTION.. LA W : IN DIVORCI': ORDEll OF COURT AND NOW. to wit, this _~. dny ()f_._~, 1997. the hcnring presently scheduled in this mailer filr Februnry 12, 1997. Is continued l!enerally, Either party mllY request the Cuurt rcschedule this Illnller if they nre unllble tll reuch nIl al!reemelll, ) r I,,' (/.. . \. /, fA( l II: .-' >.; I ;\ (:( it') //< c;. /ll. ~ l - Jll II I, AI.) . J it.... d'--. " ~, Il!l~ "II' 11111 ,JI /lljljlIIHII' """4' ,"'"1"01 .1l,HI tlll'll . 1!1l11 ~"II 'I ol !"''''~'',) ;1 "1''''\1' 1'"'J1IJJlI....1I1 , . ... . .... 'I ,..I " " 1 , " 'I ,. ", " " ,I , , --- 'I I 'aJil Ill..: I !J ~! ~ iil g n ~1 ~.: <:1 iW, "4 ',I '''''1 I:~ Ij'JJ ('I ' "~ :I;)) " t:~ t' ;If.(' ."J ,',~ I'). 01'.,," '\,:,'fI ;,... ' t.) ~r L .. :.! (..) !oJ :1' .'. , ., ) " (;IJ/V(.'i9<1.1I.l 60l(.l VltNAIAENNI<I'tlWWlSIIJIIVH IMI'.I NUN JJG 6Wl . . S3::m~o MV' ^31VO I' . ", ii..' " .:1 " " I" ;'1 II " 'I. , , ,'I . ~ ~. !I~ ~~r " ( ) ,., I'~J (" ,.1 'II ~: I -\)'; , ' -t) I.,jt,: .,-) ", "\ il I ,I In ~ t.~ , , 'J ., ", " I:,; "".\\ I , I ~,I " , p :1:1 '" :-" "".. t:':) .", ., " 1,,1 ," 'I'i , ,I 0"101 0' DIVOROI MAITIl.. CUMBERLAND COUNTY COURT OF COMMON PI,EAS 9 North Hanover Street Carlisle, PA 17013 (717) 240,6535 I. Ito"o" IlIokor, II Divorce Masler Trool ",0 CoIvor Oflle. Manager/Repcrter Wo.t 'hor. 697,0371 Ext, 6635 JUly 19, 1996 Kathloon carey Daley Attorney at Law 1029 Scenery Drive Harrisburg, PA 17109 REI Patricia H. O'Neal VB. Gerald S. O'Neal No. 95 - 629 civil Term In Divorce Gerald S. O'Neal 322 West Meadow Driv. Mechanicsburg, PA 17066 Dear M.. Daley and Mr. O'Neall By order ot Court ot President Judge Harold E. sheely dated July 16, 1996, the tull-time Master has been appointed in the above reterenced divorce proceedings. A divorce oomplaint was tiled on February 6, 1995, raioing grounds tor divorce of irretrievable breakdown of tho marriage and the economic claim of equitable distribution. I am unable to determine trom the file whether or not the parti.. are willing to sign consents to a divorce or if ground. for divorce are at issue. However, I am going to proceed on tho baoi. that there is no issue with respect to the obtaining of a divorce. I do not see any attorney of record for Mr. O'Neal and, therefore, a.sume that he is currently unrepresented by cou~.e1. If Mr. O'Neal has an attorney, I request that he advise me immediately 80 I can be in touch with his lawyer. In accordance with P.R.C.P. 1920.33(b) I am directing each coun.e1 and Mr. O'Neallf he remains unrepresented by counoe1 to file ~ pre-trial statement on or before Friday, Auguot 9, 1996. Upon receipt ot the pre-trial statement. I will Ms. Daley, Attorney at Law and Mr. O'Neal, Defendant 18 July 1996 pawe a immediatoly schedule a pre-hearinq conference with oounsel and Hr. O'Neal to disouss the issues and, if neoessary, sohedule a hearinq. Very truly yours, E. Robert Elioker, II Divoroe Master NOTE I Sanotions for failure to file the pre-trial statements are set forth in sUbdivision (0) and (d) of Rule 1930.33. THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE MASTER'S OFFICE AND A copy SENT DIRECTLV TO OPPOSING COUNSEL. , ' , , " II" , , ", " 'I " , , 0"10. 0' DIVO"O. MAlT... CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Streel CarUsle, PA 17013 (717) 240'6/535 I. ........ I"oker, II Divorce Miller 'r.o' ". Oo".r Office MenegertReport., We.' III.,. 697.0371 Exl, 6835 July 3l, 1996 Rathleen carey Daley Attorney at Law 1029 Scenery Drive Harrisburg, PA 17109 Maria P. Cognetti Attorney at Law 200 North Third street Twelfth Floor P.o. Box 6S9 Harrisburg, PA 1710B-06B9 Rei Patricia H. O'Neal vs. Gerald S. O'Neal No. 95 - 629 civil Term In Divorce Dear Mo. Daley and Ms. Cognettil I am in receipt of a letter from Ms. Cognetti dated July 29 1996, advising that she has been representing Mr. O'Neal. Although she has not entered an appearance she indicated by her letter that she has been in contact with attorney Daley. Mo. Cognetti's request for additional time to file a pre-trial atatement is granted. Therefore, I am withdrawing the directive to file pre-trial statements on or before Friday, Augu.t 9, 1996. Counsel are directed to file pre-trial .tatemenea in accordance with P.R.C.P. 1920.33(b) on or before Friday, August 23, 1996. Very truly yours, E. Robert Elicker, II Divorce Master. NOTE I Sanctions for failure to file the pre-trial statement. are .et forth in subdivision (c) and (d) of Rule 1920.33. THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE MASTER'S OFFICE AND A COPY SENT DIRECTLY TO OPPOSING COUNSEL DALEY LAW OFFICES ~ I Ill'! SUNI:/\Y llKIVIl . II^KRISUlIIUi, P^ I) Ill') . Ill)) ~H,'i"'i\ . MX IlIl)M),'I<)')~. I A,uaultI3, 1997 E, Robert Elicker, II, E.quire OFFICE OF DIVORCE MASTER 9 North Hanover Street Carli.le, P A 17013 ., " , ' Re: O'Nealv.O'Ne~ No. 9~-629 Civil Term Dear Mr. Elicker: Encloled pleue find a fully-executed copy of the Property Settlement Aareement with reprd to the above-captioned divorce action. It i. my understanding that upon receipt ofthl. document, you will proceed with the revocation of your Mastership il) this case. Thank you for your attention to this matter, KCD:pap cc: Marla p, Coanelll/ Esquire Patricia H, O'Ne.. ' " DALEY LAW OFFICES "'~"'---"---"""-"-"--------I 101'/SnNI!IlYllRIVI!' flARRISUl1Rl;,~A 1710') '(117)M7..11'1\' VAX 17 17) 6\7..1'i'J^ , November 14. 1996 E. Robert Elicker, II, Esquire OFFICE OF DIVORCE MASTER 9 North Hanover Street Carli lie, PA 17013 Re: O'Neal v. O'Neal No. 95-629 Civil Tenn Dear Mr. Elicker: I have had lome meetings with Marla Cognelll regarding the above-captioned matter and [ do not believe that we will be IIble to settle thll cue. There II a pension valuation iSlue that [ believe will require the aaliltance of the Court. I would appreciate your office scheduling a pre-hearing conferellce and/or a hearing al soon as pOllible, Your earlier correspondence will indicate that Maria objected to my request for a hearing indlcatina that It waa premature. JUlt for the record, I want to Indicate that I do not believe there was anyth\ns premature lIbout my earlier requelt and I certainly do not believe there is anything premature abqut thil request. I can go Into details to support that position but I would simply sugsest that we set up a p....hearlng conference so that we can identify the Issues and then set it for hearing as soon aa possible. Thank you for your allention to this maller, KCD:pap cc: Marla P. COSJIlltd, Esquire Patricia H, O'Neal " , I , " ." ~6l1; -['19 <f.l tJ I)Ol/l VINV^'I^liNNJd 'f:)IJn\lSIIJIJVH J^III<J NUN:n!) 6GOl S3:>1~~O MVl A3wa '1 " Ii, " " , , " " , B h;~ ~ U~ ~~r " . 'I I ) ! .. , " . \ '~ I 1 I , ,I ,,'I .' .1) , , , 1 I ) i!l\ ., ! . I... n\ " ~ ,', , I',. . < 1,\1 ,1\ " .. ;\ . , ,. , II) ,., ."'-. . , 'Ii " " . , " . 90n"l99 <lll) 60lH \lINV^'ASNN~lf6!JnIlSI!J!J\lH ~^I!Ja ^!J3N~OG OZOI S:J:>I~~O MY! ^:JWQ "'PlnCl ... OJ , "J r' II' , l I , , .. , ,I' ii, , , .. , ' , , 1,1 , !'I' 1,1 i I , '1 1,1' ,-) ,I ;1 ' . , :1 'I I " 'I" j," ',.,1 ", '" , ~ ~ ! ~ ~ ~~6 I, F t. ,." I ~! !. j~ ,1':1 ,Ii,' , -I' \':~ ...,/ \-~ /,-) Ii .) 'i'l k9 'rl} .: ;11 f'\ ; 111 'j' :) , I':, I':.) (Z't' t'''" ;,"':l'\ 'i L'. 'I " , ' , . ',> ,., "',1 't) ,. .-. t\j I , , , r~' , I " 'I , ' " "I "".-,'1 ,Ii 'd ' PATRICIA fJ O'NEAL, Plalnll1l7Pcllllun~r . IN TIlE COURT OF COMMON PLEAS : CUMDERLAND COUNTY, PENNSYLVANIA : CIVIL ACTION - LAW v, . NO, l)~.629 CIVIL TERM ClERALO S. O'NEAl" OelilJ1donI/R~spond~nt . IN DIVORCE QBDEJ! ~' I AND NOW Ihis _,_,.3,Q~____, day llt' '_;F'J:,LQ'Ty . 1997 upon considerallon oflh~ wllhln P~litlonlhr Dlllircullon, 0 Rul~ 10 Show ('lluse why Ihe prayer of Petlllon should nOI be granted i. made uponlhe [)ef~ndLlnI/Rcspond~nl, Gerald S, O'Neal. Rule rlllurmlble on ,J_~\.:_\l~_~j"'__:":____" 1997, 01 ---!_'JL"__y_J!..:--__._,_ In Courtroom # _______;2-.... _____ .----~----- , I, I" J " , , J, "I " I " " , , I , , , , , " " , , , , I " " " " , , I, ,I, , , ',' I, , I ~.- ~. ), II ~I 1 ' I .. ~ . , , IIJ'. ... ~J; ", .1 ~ t... , ' , YI (~l , , ( (~~ :1,\' ;i,j '-';, , .. . , 'l'I~~ I I' r- , L , C-', j , I" !, , ", , , , " 'Ji " 7, Tho '1Inlnll/1i'flllrhlon~1' alllll:lll~ Ihal shll has bllen separaled 11'001 Iho Dclimdllllt/ltespllndllnl sln~e May 2.1, 19lN 011I1 Ihat Ihll mal'llage Islr rell'illvnbly broken, 8, The flllllnllllnlellllollllr hils slIrwd thll R~'spUJHlenl's counsol with a 3.101(d) allldavll, NOlice oflntollll<lllto Requllst Entry of II J)lvllr~lI De~ree alld II Praedpe III Transmit the Record, a8 prllvlded under PII R CII, 1')]0.7.1(11)( I) IIl1d II e"(lY of Ihis Perllion. Persolllll service of Ihesll documents occurred Jllnllary 10, I C)97 9. The Delendlllll/Respondellt resides III the mllrltall'lISidcllce, has his own medical Insurance coveruge and has 11I(~llllle ill CXClISS 01'$60,00000 pcr yCllr, lie is not dllpendent upon Ihll Petitioner hI any WilY IInd 110 hlll'll1 will be occa~loncd by grnnllJll:llhe relillfrequllslcd in the wllhin 11ellllon, 10. The marital IIsscls as e\idcllced on the ()llfendant/Respondenl's Invenlory and Apprnlsemlln! ~onslsl 1)1': A, Real btlllll Present Vlllue :$.125,000,00 ~IOrll:!a!!e 77,000 lIO (flreseluly in possession or Husband) B, IRA IICCl1l1nts (liS of.separllti"'I) Husbnnd $ 21,126.71 Wile :$ 21,OH820 " ,c, Sl'RS Ilensions Husband's pension value unkno\\n Wlfl/'5 pensl(ln value unknown II. The I'llIinlitlll'clllioncr has cW"i1cd II COlllmcl to purchllse II new home for which she requires lIlorlllalle Ilnandnll. The Icndcr has required a spllusal waiver be IIxecuted by Ihe I>etcndllnll/\espondelll 10 Ilrlllll Ihe Illortgage, A Il1le and cornlet copy of the spousol waiver is allllched herelous bhllJll "A", 12. The I>elcndmll/l\espondenl hils dedlned 10 sil:ln Ihis t"rm und the I'lalnlill7retllloner cannol perform her duties unlh~r the conlractlls II resuh of her failure to nblain a mOl1goBe. Il The 1'IIIillllllll'elitloncr livers I hill Ihere Is no hal'llllO Dc!cnduntll\espondenl'slnlercsl inthllmadtlll estate or In allY other interest Dc!cndlllll/l\espondent mllY hllvc thm would occur by l>efendolll/Respondelll sil!lIlnl! the reqllesh'd wahel The al~tions of Delimdllnt/Rllspondenl ore wl'Onl.!fill ,lI1d done fill' Ihe purpose llf IIlll:\nlVlllinl! and upselllng Wlli! lUlU requirlnB her 10 sufler JeBBI And emotl'lllnl expense, 14. The I'lnlntHl'/l'elitloner tllcs Ihls Petition requesting the Coul'l 10 gl'llnllhe Petition tor Blt\ncAllon so thllll'luintltllPetitloner Illny proel'cd with her rl'1I1 estalll seulemenl on or before March 7, 1997, the dllle lit \'rhkh her IIll1rtgage commltlllenl \'rIll expire, I~. The Brant or the divorce inlhe'se bHlirl'all'l1 proccedlnBs will prolecllhe economic riBhls of the l>elcndllnt/Respondentand will pcrlllitthll Plalntllli'lletltlol1er tll conducl business In the ordlnllry cnUl'8e without permission or con:\ent of I>climdllnt/l\espondl!nl. I ' " b, plllintitl'os on cross, to testily about 011 matters relatinllto the assets ofthe parties, the break-up of the marringe, and the tilctors listed in the Divorce Code, Defendant rcserves the right 10 call such udditionullilct witncsses ns llIay be nllcessury to respond to evidence submitted by Pluintill', IV. EXHIBITS: The exhibits to bc produced by Detendant will consist of copies of statements showing values of the pnrties' home, II~As, and pensions nnd retirement benents, Delendant rescrves thc right tootler into testimony such additional exhibits as may be necessary to respond to evidence otlered by Plalntill'. V. INCOME: Detendant Is presently employed by the Commonwealth of PennsylvlUlia, Department of Aging, as it's Director of Administration, His net biweekly income Is approximately $1,786,19, VI. EXPENSES: See Delendant's Income and Expense statement. VII. PENSIONS: See Detimdnllt's Invcntory nnd Appraisement, VIII. COUNSEL nESt To dntc, Detendnnt has expended npproxlmately . $ I.~ 1 O,O~ In counsel lees nnd expenscs, Delendnnt anticipates spending an nddltional s~,ooo,oo In counsel lees until the litigation In this matter hus been concluded, However, nelthllr party has mode n cluim Ihr counsel lees, I :' I I I ' , I 11\ j'j i) " t, .. 'I ,I I" q I I I Ii! " I, " ;1 I 'I I' , I .1" II ,- ASSETS Qf PART'f:S Detendant marks on the list below thuse items applicable to the case at bar and itemIzes the assets un the liJlIuwlng palles, Ifan itlllll has been appraised, u cupy of the appraisal rllport is attached, (X) 1. /teul property ( ) 2, Motor vehicles ( ) 3, Stocks, bonds, securities and options ( ') 4, ' Cllrtllicates uf depuslt ( ) 5.' Checking aceuunts, cush ( ) 6. Suvlnlls accuullts, money market and savlnlls certUlcate/l ( ) 7. Contllnts uf soli: deposit boxcs ( ) 8, Trusts ( ) 9, Lite lnsurllnce pI)licies (Indicate thcll valuc, cosh surrender vulue und current beneliciuries, ( , ) 10. Annuities ~, ) II. Inheritances ( ) 12. (latents, cupyrlllhts, inventiuns. rOYllltles ( ') 13. Personnl property outside the humc ( ) 14. BusIness (list llli UWllers, Including percentugc IlfllWnership und otllcer/directur posltluns held by n party with compuny. ( ) 15. Empluymcnt terminatlun benelits . severance pay, workman's compensatiun clalmlawnrd (') 16. l'rulit sharing pions ( ) 17. 11ension plans (indicate employee cUlltrlbutlon und date plun vests) (X) 18. Retiremcnt plans, Indlvlduul Retirement Accounts , ( ) 19. Disability payments ( ) 20. Litigation claims (matured ond unmatured) ( ) 21. MilltarylV.A. benetlts ( ) 22. Educatlun benelits ( ') 23. Debts you uwc (ond/or yuur wite or husbund), including luuns, mortgages held, etc, ( ) 24, Iluuschold lurnlshings and personulty (include us 0 totol cutcgory and attuch on Itemized list If distribution of such ussets Is in dispute ( ) 25. Other , i I' " M~JUT AJ. Pp.oPEJlTY Detimdont lists ollmorltal property In which eithcr Uf both spuuscs hove Illeglllor equltoble Interest Individually or with OilY othcr person liS of the dote uf sepllfotion: " 'I I, " , " 'I , , " ' , II ,'1 I, " I, " .. 'i II; " 'I' I , 1 ' , ' " " I, " 'i E~PE~SES Weekly Monthly Vlarly KONI. Mortgage Maintenance Repain UTUITIIS. Electric Gal3 Tral3h Removal Telephone Water Sewer INPLOYNINT. Carpool Lunch TAXIS. RAal El3tate Personal Property Income INStJJtANCI. Homeowners Automobile Life Accident Health Other AUTONOBUI. Payment 13 Fuel Repairl3 Maintenance Licenses Registration Auto Club NlDICAL. Doctor Dentist Orthodontil3t Hospital Medicine 700.00 50.00 50.00 125.00 15.00 50.00 20.00 25.00 100.00 100,00 300.00 50,00 55.00 20.00 2.00 15.00 . 3 . EXPEN5E~ Weekly Monthly Y,arly Special needl3 (glal3ses, bracel3, c;rthopllldic devices) IDt1CATXON, Private school Parochial I3chool College Religioul3 School lunches Books/mil3c. PIIlSONAL, Clothing Food Barber/hairdresser Perl30nal care Laundry/dry cleaning Hobbies Memberl3hipe CIlIDIT PAYNINTS, Credit card Charge account LOANS Oil DI.TS, Credit Union NUCILLANIIOt1. , Houl3ehold help Child care camp Pet expenl3e Papers/books/ magazinell Entertainment Pay TV Vacation Gittl3 Legal feell Charitable Contributionl3 Religious Memberllhips 30.00 200,00 300.00 25.00 100.00 50.00 50,00 30.00 25.00 100.00 25.00 250.00 100.00 300,00 10.00 . I ~ 4. ,:XPENSES , , Weekly Monthly Yearly , 1 Children' 1'1 Allowances Other Child Support Alimony paymentl3 Ll!lll3onl3 for Children OTKIR, Mille. 50.00 100.00 TOTAL IXIIINSIS $ $ ],422.00 $ " 1 , , " 'I " " " ,I I' -5. i' il , II') " . , " ,.. c:) " ~ ) t' oll " i ~' (",t.J. 1 ,~ C' ), " l'~; , I ." " 0" , ",j (;~;_i li. " " iI . .; i ~ I:; " '.. t ~, , r- " i fl tiY,' I I, li ~ ." '" ...". \rl,1 I;' 0.:" .. ", 1~1 Lu. 1,1._ -'; "F:~ ' 'I, r- " ~W) 0" ~,) ., '!, ,,,1 ; L~ " Jd fii :::j ~ " ,', , I' ,;' 'il , ,1'1 " " ',' , 1 , " . .' .. ,I, 'I . . 'i> ., DALEY LAW OFfiCES 1029SCENEI'IV DRIVE HAArlISBUrlG, PENNaVLVANIA '1109 (117) 657.4795 '. . . , !/ I 4, A net of all e"blbite w/ll~h the Plalntill' intends to otTer Into evidence: A, The Inventory of Plaintitf, Wife, with supporting documentation. a. The Income and Expense Statement of Plalntllf, Wife, C. Any additional exhibits will be forwarded to Defendant prior to trial. 5. The I!l'ou Income of the Plolntllffrom all sour~es Including payroll dedu~tlons. re~ent state and federal income tax returns and pay stubs: Wife is employed with the Commonwealth of Pennsylvania, Department ot' Public Welfare, Her 1996 income is approximately $78,000.00, 6. A listing of the expenses of the PllIlntlff: In~ome and Expense Statements Include this Information, 7. The valuation of pension or retirement benellts and a ~a1culatlon of the marital portion thereof and the facts and do~umentatlon upon whl~h the party relies to support the valuation: A. Both Husband and Wife have long term management pensions with the Commonwulth ofPeMsylvania. ValuBtion evidence will be olfered by Harry Leister of Conrad Siegel Consulting Actuaries, It Is Plalntllrs contention that these pensions should be offset against ea~h other. 8. Claim for counsel fees: The Plolntill'is not clolmlng any counsel fees, ,I O.N..l Y. O'~'.J M.u1~1 A...t. ~ Marital Home $125,000,00. $70,000,00 monaaae IRA Husband IRA Wife $255,000,00 23,000,00 23,000,00 Retirement SERS . Wife Rellrement SERS . Husband See Allached See Allached Household Goods To be determined Jewelry Baseball Cord Collection To be determined To be determined Guns To be determined Vehicles. 1980 Mercedes 450 1988 BMW To be determined To be determined Rental Credit for Marital Home To be determined , ' ElChlblt "A\. , , BUR OF POLICY FAX NO. 7177726451 'a'UIllHll.A~'H 0' '.~"~VAHIA I'ATI .1I'I.on..' lilT' III..." .VIT.'" ".'IUNr 0' AClOOUHl' AI 0' l.a.III.11 ". "'1 P.01 CEZ3 ;I~.... ...~:a"....,~I'_' I'.... 'IUt) .....'.. Hili -, w'IIl tI'''",,1 "11'_, 100fIl&'l1 'n"_II"" ...,.~......1ii ' ~I ',ft "IIlII'" -fill ""VI" ., 'Ilt rtI',1"fI:.l. It.,.1{'Il I. ..~~ ",.".,.1 '1_1"'1 '~1I Itt'!"r.l !m!!.r'I'!1 J:,M:r. .~~ ~~ 't~T:\'l~r._1 ~.~,........ +Y" 1HI"II'1t'W." 'VI. ....~..~ dad''' iM,'. M~ YOU. ".,.....", ._.___ nIl '70.'0- "'0 Dol. .t ""'" O~.&I'- ,... ...t , '''''' CollI. 07 If''I.N'~m;I,i'&''II-giMf' aOQI ""WD 'N. 'ITIIIOU H ONm fl."l& a'~2~'1I t.. WI" LaOij., .'_." AI' .1' .11"0 2.,.... MlcHANlca.v_a IA 170.. ......0. " U..U... ".'0'.11 '''''. U Ctv.,... ,~.. I ConI,I..I'," '.1. 'Int' Ave,... ."", It" ..11'_1 c.wo,,,, I"n'... I III ''''oCe~.,,,, 'arn'.., I Jtlnl c....... CMlv.'.I..........' I ....10.' "'1 I .....'AXAI~I .1I.AkDOWN 0' ACCOUNT".-- 'VLL ACCOUNT IAUNC. 1.00ll ,...,..... '12.".,'0 '''.'03.U IIIIlW .w Ie'_. ,. ., u...... If" ..ltv", C4II1'1...1l1II' ~ .'" ,.,..,,, AP,.." '..... AlII......... er.. hlI 1.""11 Im,'"'" "1_ " ., .,.,.... ... ..... ., At,..,. .., ,... U lit u...... . .....h...... ,..,... ""Mit.. ia Ir.. ......... ......i --'1ft W'MI kaVI ....", nlU'tld. ,..-o.'.,r. c..ltt.."... · ',.v,,,,.I, h... CoI\I'I..II... · tnd"" Int"," . N.-I h'.".. .. II 1I-llof' 141..... II ...u.... 120."4.'$ 110. '00." tl7$,7I ...~"., !!!!!H:"rlt!'f::":'.~IfI:"",~r_,' .::: :'t::~ l~~ ,'''.'I'.l,,~~I~-Trv,:'Af:, T,I.::r" ~'\e'I~,=..t-rr,::. ',o:.',\,It..:,IO" of ~- i",.." fir.,. l'nliIUII I"~", ''''''_''11' dlll_"II, '.1 '_Il~ "11U ....1"".. 11'1., It IIlttftl". 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VTI~; ~ -=r:II~ ~ ~ lilt ilE;~ .,ritl!U urn. . ..IMILITY '11'.1 '0 ..... A ~ . ON 'M. ..V'..' IIDI 0' 'MI' 'OaM ,a. IN IX~LANATlaN 0' THI 'D~~OWINO 0001' .. 'HIV "'LV~TD T ij_ .IN.'I' 1"IM'TIII 11. ,..... .....'.0. ". "I, I' ... '''.IT "",7111.24 ..... ''',00 ITO,700... '1Ia,7I3." " ...~.OO " ,'O~.O' 13",010,3' ".ota"7 ".'1$.10 ".'''.11 ....,.". a, MlmMM. ."I_Nr .71.. ... .\/AII.AI~I. 'U'" ,ml'HllNl YOl.IlI .... 1I."lIIW. ..TllIDIINT ........ ,.......,... "..00......41') ,. .,'1"'" ClCIHC'.'NI YIlllll IIMI'" .1""1 011 ntll ITA'''''' ., _. ' ., ~IALTH 0' 'INNfYLVNIIA ~ ITATI I"LOYU' ''''tI''I_INT IVITI'" ITATI"'11fT 0' ACCOUNT AI 0' 010..111111 ". "_11 ('1r-~/~') ~~L> _I~ tN It... _..I.,.,' .lIitlr.-nt I,,,. IlulI p".VIN' ..et. "....r with cur,,,,t ...tl,..,.' IeINt lnforllllltlon which thol.4l" lie "'-, Ir"II In ....'U.".,,'" ",. '*", U ..rov"." b, tt\. rUIrWlFr'lt phn and In dt1; ,Inanel.l ,llnn'nt, 'hu .ht....l"ll ,'.. ".,., u.,,,, I'" dI" '"r.''' ,. ,..... ,..,,_. ........ ~L.lq'l Il!WIJI. 1'0'" " '''Ii'''' II !I." .""" ., 1"+ IIU 111 ........... .,.11 .1IjlI,ulI I h. ..., ".,1.1...., ~I /II ~Ir' II T IIIV ~II IIUI 'UII ",IU-',"'T IN'OIUlATlllN AlOU' YOUII ITATllIllfT. -- .. ._--_....._..~. ....--.... II" '70-40"840 IMP .: O~8ee. D.I. " ."111' 5iPTiMIIR 03, ,eu .." 'IM.~I b".. tlldo' 7 ~~~I~"I":mI.~I:r'II_IY~WIfR oe, ~()O~ ..f 31~~~1l VR$, $$1-'0 33,"" VR$. 'ftl,.IIO 'DII, P H ONU~ 03"'" -'0318 UO'OU'" .... ..-,....-. ----- ...----.... lIW~ I.'.... II "' ".,,-tI ,." U, , ,. I'" M'v", C..I,''''''''' U. 030..0 L.... I.. ,.,..,11 ."..,. '.""" 11I1"'_11' t,..,... I........ 12 . 000 , II hI........' ".u-n 100.113,00 .".... ..1.... II ., II-U-" . .w U,I.',07 '''5, .0 CO'f,"c." ,~". ~lJl.L.. \'JI1H !$~1 Cont".....ton "... I l5, OO~~ "...1 ....... 1.1.., '.... ~ 14, ,,', I'" h",_1 t.vor'" "'.''''' I ,... ~C.~ , I ~I III_C....IIfII.'"'... I ..~,7.4,~. J,II" eIYI'." C.,.,.,.ton ....". I .......or, Dolt. I -----TAXAlLI IIIIAKDOWN 0' ~--- ,. ANOIIHT I.LNCI '12', I. 13,731," ",-OO'or.'" C"I"bU"~. . 'rov,ou.', II... C",..."'tt... . C,..., I'" '.1..... . ........ ..I..... II ., II-II'" n~,.o',n ...n. ,II "0.104,30 UT."4, " IAd.JUltlMU '1'1... ....,..,t.". ,. ~1iUr IIIMI'I' about which ~iDU ha~. been MtUI.. ....". ..'1.". ... "..,... ,.. _,. """ "'v. ,"c/looI ......1 htt,_. .~ ..... ,.. _'" .... "'T: .. 1000t 10 ,.... ., ;,..11.. 11'\11" ,... """'" htt,_. ..., ot I..ot ,....., .,..,.... ....... .. 0"""1', I.tt._. .ot. ..1111 oriI ",.....wtt 0 ,t,." tit". '" MI~I_ ,.,,,,.. ,..",..." for dtlu'1t'1 r.t,r.." . "lOll .....,.... "lO, .. .U.'.I", .1,,111'"1, ,., _'111, _"II. lhal " 1"'''' .. .....,'" v..,'''. ,OU ....14 1M "'tttt.. " r.. IV. 'fAJ//' ."Ili\' ..I.... .'I'Aj' "", _to I. .'" c_oollll .. ., ,..... dI.. ., .....,..tt"'. .I~I'I' ..TIMATI. c...{,~\.\\ ., 'roJ..... '0 _I ...tt,_1 'U~L 1I1T1I1I..NT . 'h" cett.. .,.v,.... tllo .".. _'111, -lltI I. r.... 'or III.. "rOll 4'a 110'... ..."vI", lfAJ//' .... .._lot.. .....tt~.. .ha 1101.... w'" 110 OIl I. ,... ....".,.."...,. OltTlllN I - 1II",cett'" ,rov'dI' ,....... _'111, _,It I II rOll'" I'" · r ..,.,,"\, ...." II or' ,...... ""'" .", "T'''' \I. lit. ..., ..I..... '.1.'''' ot ,.... .....11 .. II 110 01 . .. 'fAJ//' _Ilal."lt..h "~I.\IW .'tMVf. . Dootll _lit ..- o,tt.. I ... . ..III OltTlllN 4 . \lOll ., ,.."VI .11 .. I .....If " ~fAJ//' .._I". ....tt... ,.",I,''''ttlll' oM '0..... '.. ~ - .. '"11.11_' V" 1M ,...'va ,....... - ....'11 '"" ., ._ ro'" . .. ,"'.. tt.. ,. ...rlt "'" o' tt. ., '::\'l,_. ..., 't, ... ...... 'fAJ//' .._I.... ....".... 'U~L IIITIIII..NT ~ITIO UNOIII O'TIOM 4 O'TIOM I ~'TIO UNOIII O'TIOM 4 ~ITIO '1I111NT VALUI UNOIII O,TION t WITH O'TION 4 IWlllUll OIIMILITY . \l0lI..,.- 1M 110II'''11' '''fi1!'' IW 1111 1104'1'" .....-. 10 IM~'''''"' or _II , ~ . ., ....1 ,......., 011... ",. Q 4 r;v=~... II NOT A AltMLI WITH A OIIAlI ITV 1I1+IiiiiHT. ._1'1_ 10 COOII A ~MH II ON IHI ~IVI~II 5101 0' IHII 'O~M 'O~ AN IX'~ANAIION 0' THI 'OLLOWING COOII AI IHIY A~~LV TO VOU. IINI'IT IITIM.lI11 0 ",Ut, ,. N/. " ,020,.' N/. to7,".," N/A N/A 1300,0", u ".073,74 N/. N/. N/. " .0",01 '2.'.7n,7' u.n.,02 _ITlaNAL IIITIIIIIII'" 0lt1l0Nl "I AVAIIoAlLl, 'LIAlI TILl,.... YOUIl 11111 1l1.laNAL 1lITIIlI..NT allMILOll TIlI.L.'II11 ('.IOO.U$-I4IO '011 QUUTIONI CONeIIlllI.. YQUlIlINIPn ,UIIMTI OIl THIIITAT..." 0' ACCOUNT. illY TIi I.Nr~J1lnlllAfI C L- 0". to on. or m~r. ~, In. 'ollow'n~ r.llnn., 'POOI> , O''''~II'On. '.opl, 10, b.n",t '.llm.I.. Or In. ..tlm.t.. n.v. not b..n o"oul.l.o: A VOY hive mar. thin' .ctlvl Iccount. I Your 'ooOunt nil not b..n 0"0' 1.0 by SU5, C YOu nove . 'ro..n pro..nt v"u., o You n.v. CI... 0 ..rv,o., lOur reooro. InOlo.\, you "lire oomponllllO 'or lo~. ""n 1,050 nouro .n ., '0..1 3 0' ,hO 'u, 5 YO"", ~ rn. '01' Arbltr.tlon .w.ro " not ,nol"o.o In your O.t'm'lo., Q Your b,n,," ..lIm.lI. moy b. uno,,"01'O b'oou" you dlo nOI r'OllVO ,,,,, '1lmo O"UOIl 0'" "'~ .Ior, 0' IUI 5 y'"", Ii Your r""'om.nt .no d."n lion." I .lIlmllll .hown U'"mo yo" will 01'0' ,~""',,.... '0 'ull Oovor.g. I Your b.n.'lt "I'mot.. Inoluoo on 'OOII.on.1 b.n"'t oor,vo" 'rom YOur CII" C RogU'.r 'co"m,,'""" D.duotl on., \'oYr pro/.ot.d ..tlmOl.. m.y b. low" Inl, Yllr Ih.n I..t b.o.u.. Your R.tlrem.nl Cov.reo hr'II"O, w". lowor tn 0 y.or tn.n lo.t, j( YOur b.n'''t ..tlm".. w". 0010U'0I'0 WllhOut "" u.. 0' ony O"'y rellr.m.nl "w,n<low" plo"., L You n.v. In,u"'o'.nt .ervlo. oreoll. 10 "u""y 'or 0 ,'ogU'" retlrom.nl b.no,", N YOI, "ov. 'n'U"'Clonl .erVlo. oreOIl. to "U"I'y 'or 0 Olllblllly r.llremOnl honer II, N You nov. 'n'u"'O'.nl .orn,ng. quortor. to b. u"O to oO'OU'ot. 0 OI'"b"'ly "Itr.m.", b.n"ll, o Mor. thin tin Y""" r.',I,"'n (0 normal f'.t''''''',nt Clate. P You hMVI 'Ir..~y r.ached norma' ,...tlre"'lnt agl. Q 'nl" "'...~n'" ,,,,, "}'ot" : r'~~~~ ~~,H, ,""""".. "..rorore, In. monlnlv .nn'''ly to'o:". .f.." ., I OPII"n o w'tnorowol or. ov.r.tot.O, In OO<lI',nn, $1". ,. '.,<" ~'y b. o.or.toloo " In .ny OO'onO.r y..r you n..., ~'Murr.". "'~I"y".". (oOntrlbullng to p5k~5 wnll. .CtI..ly OO"lrlbUI,n" to SIRS), I' InHI~ InIlM~lW< """LlII to flltl. COHTACT YOU~ ~ln~lliIIHI' COUN.ILO~ P~IO~ to ~ITI~IMIHI' TO "ICIIV. A MIl~1 ~'~AtI IINI'IT .ltlllA...., ~ - Your OU",'.nt ono/or ,"oJ'o \10 '0\1 m"o. 0,. b'"o M ^oo eo rlt Ir.m.nt, .1 noo ,'ou mUll n.., 20 Y'.re 0' ore"'"d ..'.Vlo. II. C'Pltol Pol,o. 0"'0" or .lrport POI,c. O"'cer to qu~l"y 'or .g. 50 rettrem.nt, L: )i:JI i~:LL!t!L CJ!lbllJ:Hl!L~I, lI!/LY9!JI, ': 1 ~lJ!!'1l' J. ~Vll"'" .......... - 'no'uo.. .11 IIlory .nd w.g.. ("olu~.. bonu... on" OUh .w.ro.) on WnIO~ OOntrlbutlon. w.r. mo~. to your oooount, '.~I III...... '.'...y..l.lMJ orne , ""I .v.rego "'ory Ollum." IL.You oOntrtbuud at I...t 12 qu.rUr" 'nll a yOu or. · 'ull-t'm. .mploy., I' YOU DO NOT Milt 10TH 0' TH..I CONDltlONI, YOU" ~~.ct 'AI WILL II C~CULAT" IIiHIN YOU "ITI"I. .&eaar.. ..,__ - rho b.lono. ow'ng to Your OCOOunt 'or Wnlon you or. mOklng "oyro" ".dUCllon. 'or tnl "'Jroh... 0' .or'tloo, I *~lIfil lIMit - rn. omount OWing to your rellram.nl 'ooount ObOut wn'on you h.v. b..n nOli fl." prevlou.,y, fn'. QQI 10 to b. ..tt.fI.d It In. tlmo 0' your rettrem.nt tnrougn On OctuerlOl re"uotlon to your pre..n' v'lu., .. HI .....eev.1"8!1 10m.,.. - lorn'ng. Wnlon "0""'0 tho "d."1 50010\ S.curlty bo.. 'or 0" y"" 0' .. ilOvi'rig. IIno. Ol-Ol-e.-:- Tn... aOrnlng. w.re u.." to Olt"m'n. your 55/ b.n,'" ond or. 'no'u~.o 'n yOU" b'n"lt ..tlmot.., II,...... Cl,.. ., ....ylJlaJ A - Normol ~otlr.m.nt Ago 0' 00, A-IO - Normel ~.ttrem'nt Ag. 0' 50, C _ Norm.' ..II"'''''nt Ag. 0' SO II 0 SIlt. POlio. O"'oer or In/oro.m.nt O"'oer wno.. ..rvlc. b.g.n Prtor to 0~-0'-74, D-' . Norm.1 ~.llr'm'nt Ag. 0' 50 o. 0 m.mb.r 0' tn. a.n.r., ....mbly wno.. ..rvloo b.g_n "r'or to 0~-01.741 I-I . Ncrm.' ~.tlr.m'nt Ag. 0' eo 'or m.mb.r. 0' tn. ~UO'o'ory, 1-' _ Norm.' ~.tlr.m'nt Ago c, eo .. 0 Ol.trlol JU.IIO., "1"1 - S.rvlo. W,tn tn. PublIC S.nool Imploy.., ~.tlr.m.nt Sy.t.m, '.1-10 _ Normo' ~.tlr.m'nt Ag. 0' .01 ..1..0 . Norm.1 ~.tlr.m.nt Ag. 0' 50, " yOU no.. _ny OreOIt.b'. Stot" or nonOI.to '.rvlc. not In~lu~.". J'. ."ClIP' !!!IlP~'IILU" 'or I"'orm.tton on Puron.llng -"on crndll, ~I'. "!~..~.'l': r.' I ""."tA~.' ""VII:I lIJ.t .UIIU..OliFlllol IN ~. "AY IH TUr" ~~I "-tl~t ~ 'HIlA) . " you Will OCnl,vO 35 yoor. 0' cr'''It." ..rvlO, prior to tho og. 'ndlc.t." 'bOv uno.r c~.. Or-'.rvlo.. Your N_A b.oom.. your og. on In, d.t. you oohl'VI ~. yaor. 0' cr.lllt.d '.rvlo'. ~I ~.tl' ftt Dati. rn. dot. ot Wn'oh you W'I I .cn,"v, N~A, ..HI'I' ,.tIM~tll . A'.um"tlon. u..o to proJ.ct I.t'm.to.: I) 'utur. .orn'ng. Wfll b. tn. ..m. .. t"~1 21 yc will qonfJ'iiiji ',11 Your pr'..nt 0 I... o. 0 'u 11 . II m. om" I OY'I ~) rlt I rem.nt tlb I.. ond 'oCIO" WIll remlln I~ ..m. .. tho.. In "" on 12-"-131 0) ony orr..re bellnc. Will b. Plld ,11ICI'TION, tho.. m.mbor. wno or CUrrlntly v.It... or In 0 'Urlougn 'Ulu')1 5) your "rnlng. w'" not 0'0"" tn. "".rol SOO'eI 5'ourlt ".Obl. wog. bo.. I/t., 19931 5) you or. 0 'ull ooverog. m.mberl onll 1) your mon"ltory d'bt, wltn 'P"ro"rlOl 'nllr..t. no. b..n .otuorlol Iy r.duo.d 'rom your pr"ant vOlu., DIIAlILITY ".tl~IMI~ - To b. .1 Iglb'. 'or. OI.Obll Ity r.tlr.m.nt, you mu.t ba unll.r norm. I r.tfr.m.nt og. 'r Fiov. ot l'..t S Y..f, " orldlt.d '.rv.c. 15..t. POI,o. on" In/oro.m.nt O"loer. n.vo no m'n'm. ..rvlo. requlram.nt) In" ." m.dloolly 0"1""" by U~S M'''loo' homlner. to b. "hYIIC.lly or mlntll' Inoo"obl. 0' P.f'ormlng your ourr.nt Job Out'a., N..tlng In... ., Iglbll'ty r.qulr.m.nt. "0" not guoront.. yr · binI/II, In or"lr to Opply ,'or 0 "'Ub. Ilty rlllrom.nt, yOu mu.t b. .n OCttv. COntrlbullng mlmb.r 0' IUS r b. 0 m.mb.r In on Inoollv. 1.1Y0 Wltnoul p.y IIItU', S.. your ~'"rem.nl Coun.elor 'or 'urther d'toll., k... thl. Itlt-.ent In I II'. "1.., There f. . ".00 Chlr.. '.r ~llclt. Itlt-.entl. In tn. .vont 0' your o.otn, ony b.n",t. ou. W'II b. """ to your nom." b.n"lol.ry, I"), I' you .r. un.ur. , .hom you hove ""'gn.t.d, you .noul" UP~OI. YOUf b.no"o,oryt '",), 'I. YOUf ~.I'r.m'nt COun..lor 'or In. 3ro"er 'orm, . O\JIIIOIil"'~TH 0' .....nVAHIA ITATI ""~,LOVlI' .m..".NT IVIT... ITAT.MlNT 0 .:couNT At 0' D.O.... II', "" '.-. ll:V _II, ,.. II... ..,....' ..II'....' I~... IIUII "..,olt, HC" _, oil" ...."'nl "1"_1 ."_1 1"'_11.. 11II1'" ~hl .. "I,M I" 'f!I':.hlil'", "" ""'111 "'.1'" ~, .". ,,'''_1 ~ ~ '" .~~ II........' ,I_!!!, 1M. "i~ 0" r.::~~"':II;,~J:;'.::r.".~ ,= '~~T::~~~''''''IlJ''''11'h,I. ~~U. fIII".~'tl'l.1t 'VI5~ ..,\A.iIY iHA ~ I ,.,OIIlIAT ION MGIIT YllUII IT AT."NT , 11f' ~0~-n-77U Ill' ., vlUOI 011. 0' '''I~' 'IIIUUY ~I, 11.1 10" M4.1 '''''' e....' 7 ~~~I~.I~~:'\'r.'.~:"II-lf~TJMIII '7, ~OO7 .'1 ~ ~'2.J" YU, '11-10 ~0.7117 YI., m,1oII1O ,., Q I O'NI4L 010-01""0,0 IIQ.011l7. I "I ' U c....... I". e..I"""1II ..,. "",I All.,." Illar, IfU 1."'_1 e...,... lu",,,,, III _...... I.,,,,,,,, Ja'"' C....... e_.,.... _I _I"~ DIllI -....TAXAI~I '".AK~ 0' 'ULL, WITH I" '1,00" , IO~,441,7() , "'.~44,0' , ,t,I82,OI I , IU:lUlf 1~Nl\l. ...... .......... ., II-II'" '41 ."1. 10 If,. ..11.11, C""II,,,"... U. 712, ~I '... ... """1' ."..... ,.,..." Uj.,_I.. C,.II... 1"1"", II. 7U, gl ..,..... II ., II-II'" 1.1. "1 . 10 4""" ....... ..., 1'-11"1 . JIJ ACCOI.If'f . . . .. . n,84 "14,33 '..-00'."'" ConI,I"I'III' . 'rI'Ileul', ,.... COftt,UI"tl"" . e,..."", Int..... . 4cC""1 ..I..... II 0' II-II-U UI.UO... 1I."7,QO IU, "" IT I.I..IO,IQ .......h.&a....U PI'.'" ...,....... t. r.. ....... .......,. .."aIt ,&1 hav. bMn naU"". ....'11 ."1.'11 '''. "..,... ,.. _. ... .... ,.._ ......, ..IIr_' 'r. ..... '0' _, wilt .... " ,..., 10 ,-. ., IF.' . ....... ,. ...,1.. "1Ir_, .... .. ,...1 . ,..... ., .,...11... ....,.. 0' DII..I1I1~ .",,-, 111.1. ,.11.. .... 11I1.._, 0111.... .... III .1"'_ ....1.. ,,,,"_1 'or .,..11I11I~ ,,'Ir_II. "l" .........,. ,,1., ,. ....I"'''' ,'"'.'"1, ,.. _'hi, _"", 1"'1 " ,..or I. .....1'" ........ ~.. -,- .. ..,",''' ,. r.. ,.. ,.... ......., ..I..... .."". ..., _II 10 I" C_II~ ... ,.... do'. 0' .....'noll.... liNin? 11'IMA'la e:~I.ITI..".NT . "'" 011111I ""'do' ... ..1- _11I1, II. .. ,.... ,.. III.. ""'" -'I 110 ... ,..".1'" I.... ,.. .....1..... ...".... "" 110'..... 1m ..,,, 't ,.... _'"'Ir,IlIl" OIITION I . "'" "".. "...,.. ,...... _"'I~ _'11I10 .'u r., 'I't. II """',~,~ ...."." .,. ,....,,~ '". '''' ,.....1 .'110. ~ ..,..... ,. ",'" .. ,.... "I" 0111 lit 11I10 I.'.... _11....,1'"1, ~~II\IW .'tIHI,. . Doalll ...11I .,., 0,11.. 1 .. . _1.1\ OIIT1ON 4 . Y.. ., ,..".. .11 .. . ,.,1Il" ., ,- ......1..... .......11_ 1'''Itl:;'''"'''' .... '.1....' ,.. 1"" till .. 111'1.11_' ". .... ,...,.. ,...... _III" _".. .,. "11,_1 .,,,.... 1lII"'" .. ~.I1:r.- ..ml II II. ., .".._, .... ., "" ...... ,... ...~ .,.. ........'1 ,u~~ ..TI..MlNT ADWUIT.D UND.. OIITION 4 OIITION I ADWUITID UIIlIII OIIT1ON 1 ADWUIT.D '....NT VAWI UNDI. OIITION I WITH OmON 4 fIWll.... DI'AlI~IT~ . V.. 11/11 .. -''''l~ '.11I ., IUI --I'nl ....1_. ,. .. ...'....I1~ .. _101 , , ., W ""= ~.... .",,0111 III "I'", 4 WITHDII ~ I' NOT A\lAI~AlLI WITH A DIIAlII.ITV .ITI.. NT . _11'1' TO COOII A THIOUIH II ON THI IIVIIII 1101 0' IHI. 'O.M '0' IN IX'LIN4TION 0' THI 'aLLOWING CODII IS THIY I"LV TO YOU, IINI/IT IIT1M4TIS: 0 '"1,02 "11..1'" 10 _I _",_,. . NIl C"'{I~\_\\ 0' 110' 10 N/4 "1,410, II Nil NIl "71,781,71 II" , t2 NIl NIl II U , 10 "'0.274,11 NIl I' ,IILe? ADDITIONAL .ITI.IMlNT OIITIDNt AI. AVAI~AI~., '~.AI. TI~.~. YOUR .... ...IONAL II.TI.1lIINY COUNI~ TO~~.'..I (I.IOO.'~*.I"I) '011 GUltTl_ CllNCIININO YllUII ""IPIT .IIMY. 011 THII ITATDINT 0' MCIOl . . .~!INJI..IH'DMATlD't AlOUT YOUII IfAT.!tt.Jll ~IY TD "~I'IT IITI~11 ~DII - Ou. 10 on. or mor. 0' Ih. rOllow,ng r.l.on.. .p.elll oon~IIIon. Ipply 10 y~r b.n."I ..I'm'I.. or Ih. ..Ilmll.. hlV. nol b.ln cllcullll~' . I C o I , Q H I ~ ~ L 1I N o ~ o Yo~ nlVI more tn.n I '.ctlve .coo~nt, Your Iccoynt hi. not b..n 'u~'t'd DV SIRS. YOlJ hive. 'rOil" pr"'Mt VII UI, You "IV. CI... 0 ..rvtcI. Ovr rlcord. Indlc.tl you Wlr. com~.n..t'd 'or 1... th,n 'Ieee houri In It I.,.t 30' thl I..t e y..rl. Thl FOP .lrbltrlt1on Award 11 not Includ.d HI your I,tlm,t,.. Your ~.n"lt ..tlmlt,. mav bl undar.tatad blc,u" YOU did not rICIIV. full-t1me CrlQlt during ..ch 0' the I.., e Y"rI. Your retirement and dl.th bln.'lt ,,',m't.. .hown ...um. you wI1 1 "Iet to convert to tull cov.r.ge. Your b.n~"t ""m.'" Include In Iddltlon,' bln,'lt derived 'rom your Cl... C Regular .cc~m~latld OIQlJC t I onl . YOlJr pro/ectld Iltlmat.. may bl lowlr thll y.,r tt'a" l'lt bleau.e your RetIrement Cover'd IIrn1ngl wlr. lowor Ih . y..r Inln "'1. YOl.,.lr benl'lt I.tlm.t.. w.rl calClJlltl" wtthClJt thl l"l of an.... I.rly rltlrement "Wlndow" pl.n.. You nlVI lnlu"'Cllnt .lrVICI crldltl to qUall'Y 'or I regular rltlrem.nt blnl"t. You hlV' lnlu"IClent 'IrVlCI cr.dlt. to qUall'y 'or I dl..bl I Ity rltlr.mlnt ~en"lt, You nlVI Inlut'lollnt .arnlng. quartlrl to b. u..d to cllculate I dl.ablllty rlttr.mlnt blne.lt. Mol'" than ten y..rl rlmlln to norma' rettr.m.nt aatl. YUIJ 116'"'' ..1',....."',. ...al",:il""': 1"\\JI"'lIo11 rctlrc.mcn', ngo. Th.. 1I1I.~.nl ..lIlu.... .,1 pn~5 conlrlbutlon" Ih.r.'or., Ih. monlhly Innu"y b.n.,,,. "'I.r .n Optton . wIthdrawal Ir' OVlr.tatld. In .n~ttl~~, JI.te ..rvlcl may b. OVlr.tatld " 1n Iny cIlandlr y..r you ""VI conourr.nl om~loym.nl (conlrlbutlng 10 PSI~5 whllo ICtlv.'y contrlbuttng 10 5US). Ir IITHIII IITUATIDN ~'LIII TO YOU, CONTACT YOUII ~ITI~IMINT CDUNIILDII '"10~ TD ~ITI~IMINT TD IIICIIYI A MOIII ACCU~ATI IIHI'IT IlrIMATI, Your curr.nt and/or proJlcted I.tlmatl. II"I bll.d on AgI eo rlttr.mlnt, IlnCI you mu.t have 20 y.ar. 0' otIO'I.~ ..rv,c. "' I Clp'IoI Pol,o. O"lc.r or 'Irporl Pol 'co O",e.r 10 qUII "y 'or .g. eo r.I.r.m.nl. ~ - '.U_nt CClV...... larnl",. - Inclu~.. III IIlory .no wig.. (..elu~.. bonu..1 an~ e"h aWlr~.) on whlllh :ontrtbutlonl WIl"l madl to your .ecount. "..., Av,r~.. II'."Y (PAIl -Th. "n.1 Iv.rlg. ulory ,,"um.., I) you eonlr'bul.~ at 1...1 12 qUlrt.r., In" a) you Ir. I 'u II - I' m. .mp ley.. IP YOU DO NIlT MilT 10TH 0' THill CDNOITlDNI. YOUII COIIIIICT 'AI WILL II CAI,QlLArn IlHIH YDU .lfllIl, &1-",-.-11 I...... .. The bllanel owtng to your Account for ~hlCh Vou are making plyrot 1 deduction. 'or ,,,. ourehl.. 0' ..rVle.. 1l.1!CI"./'Y 011I, - Th. Imounl ow, ng 10 your r." rlm.nt .ceounl .bOUl wh I ch you hlV. b..n nol I It.~ pr.v IOU" y. fh.. ~.bl .. 10 b. ..tI"'.~ II Ih. tlm. 0' your r.tlr.m.nl through .n .clu_rlal r.~uetlon 10 your IIr...n' v.lu.. na 't't/l-C.V.'" I.rrllllll . ["nlng. wh'eh ..cuo.o Ih. '.O.rll Soc'"I ~.eurlty b... 'or .1\ y..r. 0' ISI COYlraOI ."'CI 01"0'''15'-:-- Th... ..rnln,,1 WIl"l ""'d to dltlrm',.,1 'lour 551 blna"t and al"l tl"'lCludld tn your b.n."t ..I,mal... C.....It.. CI... .f l.rVIII., A - Normll ~."r.m.nl .g. 0' eOI A-IO - Norm.' ~."r.m.nl Ag. 0' eo, C . Nor... I ~."r.m.nl .g. 0' eo .. I SUI. Pelle. O"lc.r or Intore.m.nl O"lc.r WhOIl ..rvlc. Il.gan prIor te 0~-0'-1AI O-~ - Norm.' ~.tlr.m.nl .g. 0' eo II I memb.r or Ih. a.n.rll ....mbly WhOIl ..rvle. b.g.n prIor 10 0~-OI-1~1 1-' - Nor~11 ~.I'r.m.nl .g. 0' e6 'or m.mb.r. 0' In. ~uo'c'"ry, I-a - Norm.' ~.Ilr.m.nl Ag. 0' 10 "' . ~t'Irtllt Ju'I,e., 'II~I - eorvlc. WlIh Ih. Publ 'c SChool Imploy..' R.I'r.m.nl 5y.I.ml 111-'0 . NOl'm.' ~.Ilr.m."t Ag. of eo, 1:1"10 Nunllul R.~lr"".II&..l Aw. ~r 00. I' yl,)U hi VI ."Y or'Olt.bll Stlt. or Monltat. ,Ir-vle.. not lncludld ~~ fOr 'Morml"on on pureh..,ng .ueh cr.~II. ALL IlIQUIITI to 'U~CHAII II~Vlclllll~IlIlHJLlJN}lrJCllVl 'AY STATUI. ~JO!f.I ~'!1r~_AII~ - I' you w"I Ichl.VI 3e y..r. 0' cr.~II.~ ..rv'.. pr'or 10 tho ag. In~te.I." Ibove 'J"'d'r-cTi~, your N~A blcom.. yo~r age on thl d.tl you IChll"l 38 y.ar. 0' crlattld ..rvtc.. Nerall ..tlr....nt D.t. . Th. ~II. .1 Wh'Ch you Will ICh'.V. N~'. IIHIULUIU!.M!I . Auu~lIttcn. u..~ Ie proJ.cI UtlmU.., I) 'ulur. ..rnlng. WIll b. tho .om... I'U, a) Y'" 'WiTT contInua 1r't YOL.ll" ~r'..nt cla.. I' . 'llll-IIm. .mploy.~ 3) ret1rem.nt tab'.. _Ma 'actorl w'" ,...ntlt'" the II~. .. IhOIl 'n u.. on 12-3\-13, 4) .ny Irrura bll."c. w" I b. pll~ (I~CI'TlDNI IhO.. m.mb.r. WhO .r. currlntly v..t... or In I 'urlough ItatuI)1 !) your ..rn,ng. w111 not 11IlCI,d the 'lde,.ll SOC'.' Securltv la.lbl. wig. bl.. .'I.r '113, e) you .r. I 'ull cov.rlg. m.mb.r, .no 7) your mln~.Iorv d.bl, W'Ih .lIproprlat. l~tlr'll, h.. b~.n actuarIal ly r.duCI~ 'rom your ~rll.nt v.lue. DIIAII~ITY ~ITI~IMI~ . To b. .1 'g'blo rQr I O,.lb,' 'Iy r."r.m.nl, you mUll b. un~.r norm. I r.Ilr.m.nl ag. .~~ h.YI It TlI.t IS V..r. 0' crldltea ..rvlc, (Stat. POllCI .nd In'orclment 0"'011'" hlVI no m'n'fflU. ",.vlee requlr''''lnt) .nd b. mldlcllly Clrtlflld by SIIl5 MedlCll Illln"nl'" to bl phYltcal1y .or ",."t."V Inc.p.bla ot per'ormlng VOIJ,. cur,..~t Job dutl... M..t1ng the.. al Igtbll Ity r.qutr.",.n,. dO" not guarant.. VOW . Clnl'lt, In oral,. to apply 'or. dl'~bl111'y r.tl,..m.nt, yOu mUlt bl In act"'l cC)ntrtll)ut'''Q! mlmblr 0' 1111' or b. . mlmblr In an InactIve 11.VI Without ply .tltul, Sa' your Rltlrlm.nt Coun"lor '01" 'urthlr.data,'.. II" thl. otot_t 11'1. ..f. 111.11.. The,.. I. . $1,00 .11I.... fllr _HIlIt. ot.t_t.. rn tha Ivlnt 0' 'your dlath, Iny bl""ltl due Will loa I).td to 'your namld ''In''IeUllry( ,..). I' yOU ar. un.u~. Of w~om you ~ay. d",gnatedl 'you 'Mould uPdatl your bln"ICI.ry( 'I.). S.. your ~.t'r'm.nt Coun..lor 'o~ the prO"lr 'o,.m. lXPENSES ~ONTJlj.. Y HOME: MortMlI8e1Rent $690,00 (RENT) , Maintenance &. Lawn $N/A Utilities: Electric $1MO Gas $N/A Oil $N/A Sewer $NIA Telephone $100,00 Water $N/A EMPLOYMENT: Public Transportation $N/A Lunch 5100,00 TAXES: Real Estate $NlA Personal Property $ '1' INSURANCE: Homeowners $\9,33 Automobile(s) $101.96 L1flil $N/A Accidlilnt . $N/A Health $N/A Othor $N/A AUTOMOBILES; Payments $2S9,6S (LEASE. 1 CAR) Fuel (all vehiclos) $ SO,OO Repairs $ SO,OO MEDICAL: Doctor ., .$ 8,33 Dentist .$ 8,33 I' Orthodontist .$N/A Hospital SN/A Medicine S 8,33 Special needs S 16.06 (glaslles, braces, orthopedic devices, etc,) EDUCATION: Private School SN/A Parochial School SN/A College .$N/A Religious SN/A PERSONAL: Clothing Sm.33