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HomeMy WebLinkAbout96-03337 o i, tA ''1 .~ ..s . \7j y , . l" '" '/ j . -dJ ;~ ~ J r- ,('() rf) cYJ ... . ~ ,~-~~-~~-----~----~~-y-~-------~ $1 --- l~ ~' ,.' . ~ IN THE COURT OF COMMON PLEAS g $ 3 $ OF CUMBERLAND COUNTY ~ ~ 8 $.~ ~ $ STATE OF ~~ PENNA. ~ ~ ~ ~ ~ Jean L. St. Louis ,"'1' $ ~ N n. 96~JJ~7..." ...... ~ Civil ~ ,I $ ~ VI'I'oIlS ~ ~ Richard St. Louis ~ ~ . ;1 $ a J' f,~ $ ~ $ 8 ~ /; ~ ~ ~ ~ S ~ ~ s ,,' $ l!I ~ ~ ~ l!I ~ ~ ~ ~.-;.-;.-;.~- , . '.'~ DECREE IN DIVORCE AND NOW, ..., A,p, ~,:J."..,........ 19,'.9.. it is ordered and decreed that .". ,:r,e.. a.", ,., .. . ,$. L .L.c;>~ .I.;", . , , , . . . . . , . , . '. plaintiff, and...." .R..,\,i.,\" V:J., .~-t.., .L,~....u~,.,...,.,.,.""..,. defendant, are divorced from the bonds of matrimony, The court retoins jurisdiction of the following claims which have been raised of record in this action for which a finol order has not yet been entered; .,~~~,q,q~r.,i~~~~~ .q~v.~,Q~~n,~g~~~d,tQ.und~~,a,Ma~ital,Settlemeot.Agreemen~ . .b,~~'-:~~11 .t,lJ~ ,p.l\t:~il!~ .<!l\tl!<! ,Ill!<;l!l1)q~J;' . P. ,\~~Il,Ii~ic;ll.'I~I)H. Q'i',I,l, pI,lH. \1'i'fe9f. but which shall not merge herein. ~ J, I~ ( , i~ I~ ~~.~~,. ;~ . .:.:. .:.:. .>>:. .~.;. .:.:. .:.:- .:+;. .:+;. .:.;. .:+:. .:+;. .:.:. .:+:. .:+;. .:.:- .:.:. .:.:. .:+;. .:+:. .:.;. .:+:. .:+:.' . 8 8 ~ $ ~ . ;j ~ $ ~ ". ~ ~ ," :, ,', ~ ~ ',' ~ ',' ~ ',' * ~ 'I, /. c;f ~d {~ /'\~ ,~ '{j 4c../t 0), Y'f '7!~ jlfll4./ Z ~. .. .- .' JEAN L. ST. LOUIS, PLAINTIFF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. NO. 96-3337 RICHARD ST. LOUIS, DEFENDANT CIVIL ACTION . LAW IN DIVORCE STIPULATION AND AGREEMENT AND NOW, the parties, Jean L. SI. Louis, Plaintiff, and Richard SI. Louis, Defendant, do hereby Stipulate and Agree as follows: 1. Richard Sl. Louis (hereinafter referred to as "Member") is a member of the Commonwealth of Pennsylvania, State Employe's Retirement System (hereinafter referred to as "SERS"). 2. SERS, as a creature of statute, is controlled by the State Employes' Rr.tirement Code, 71 Pa. C.S. Sections 5101-5956 ("Retirement Code"). 3. Jean L. Sl. Louis (hereinafter referred to as "Alternate Payee") is the former spouse of Member. 4, The name, last known address, social security number, and date of birth of the plan "Member" are: Name: Richard SI. Louis ("Member") Address: 23 South 39lh Street, Camp Hill, Pennsylvania 17011 Social Security Number: 007-44-3904 Birth Date: January 18, 1948 5. The name, last known address, social security number, and date of birth of the "Alternate Payee" are: Name: Jean L. SI. Louis ("Alternate Payee") Address: 660 Boas Street, ApI. 1415, Hsrrisburg, Pennsylvania 17102 Social Security Number: 267-94-9916 Birth Date: July 24, 1948 -1- It is thc rcsponsibility of Alternatc Payee to keep a current mailing address on filc with SERS tt a1ltimcs. 6. (a) Thc marital propcrty component ofthc Mcmbcr's retirement benefit cquals (1) thc Covcrturc Fraction mu!tiplied by (2) the Member's retirement benefit as of Member's effectivc datc of retiremcnt, (b) Thc Coverturc Fraction is a fraction with a value Icss than or equal to onc. Thc numcrator shall cqualthc amount ofMcmber's creditcd service for the period from the date thc Mcmber becamc a Participant in SERS (November IS, 1972) to May 31, 1996. The dcnominator shall cqualthe total amount of Member's service, as defined by SERS, on the effective date of Member's retirement. (c) Fifty and Forty-Five One Hundredths Percent (50.45%) of the marital property component of Member's retirement benefit, credited with the statutory rate of interest, is to be allocated to A1tematc Payee as her equitable distribution portion of this marital asset. 7, Member's retirement benefit is defined as all monies paid to or on behalf of Mcmber of SERS, including any lump sum withdrawals or scheduled or ad hoc increases, but excluding the disability portion of any disability annuities paid to Member by SERS or any deferred compcnsation benefits paid to Member by SERS. The equitsble distribution portion of thc marital property component ofMemher's retirement benefit, as set forth in Paragraph Six (6) shall bc payable to Alternate Payee and shall commence as soon as administratively feasible after the date the Member enters pay status or the entry of this Stipulation and Agreement as a Domestic Relations Order acceptable to SERS, whichever is later. 8. Member hereby nominates Alternate Payee as an irrevocable beneficiary to the extent of the Alternate payee's equitable distribution portion of the Member's retirement benefit for any death benefits payable by SERS. This nomination shall become effective upon approval by the Secretary of the Retirement Board, or his authorized representative, of any Domestic Relations Order incorporating this Stipulation and Agreement. The balance of any death benefit remaining after the allocation of the A1temate Payee's equitable distribution portion ("Balance") shall be paid to the beneficiaries named by the Member on the Isst Nomination of Beneficiaries Form filed with the Retirement Board prior to Member's death, (a) If the last Nomination of Beneficiaries Form filed by the Member prior to Member's death (a) predates any approved Domestic Relations Order incorporating this Stipula- tion and Agreement, and (b) names Altemate Payee as a beneficiary, then (1) the terms of the Domestic Relations Order shall alone govem Alternste Payee's share of any death benefit, and (2) for purposes of paying the Balance via the last Nomination of Beneficiaries Form filed with the -2- Retirement Board prior to Member's death, Alternate Payee shall be treated as if the Altemate Payee predeceased Member, No portion of the Balance shall be payable to the Alternate Payee's estate. (b) In addition, Member shall execute and deliver to the Alternate Payee an authorization, in I fonn acceptable to SERS, which will authorize SERS to release to the Alternate Payee all relevant infonnation concerning Member's retirement account. Alternate Payee shall deliver the authorization to SERS which will allow the Alternate Payee to check that she has been and continues to be properly nominated under this psragraph. 9. If Member dies prior to filing a retirementspplication, he shall be presumed to have applied for an annuity and to have elected Option 1, as set forth in 71 Pa.C,S, ~5707(a). The Alternate Payee's equitable distribution portion of any death benefit payable by SERS shall be paid to the Alternate Payee, The balance of any death benefit remaining after the allocation of Alternate Payee's equitable distribution portion shall be paid to the beneficiaries named by Member on the last Nomination of Beneficiaries fonn filed with the Retirement Board prior to Member's death. 10. The tenn and amounts of Member's retirement benefits payable to the Alternate Payee after SERS approves a Domestic Relations Order incorporating this Stipulation and Agreement depends upon which option Member selects at retirement. Member and Alternate Payee expressly agree that Member may select any retirement option offered by SERS under the Retirement Code at the time Member files an Application for Retirement Allowance with SERS. Member further agrees that he will not delay receipt of his retirement benefits from his State Employees' Retirement account beyond his nonnal retirement age (65 years). 11. Alternate Payee may not exercise any right, privilege or option offered by SERS. SERS shall issue individual tax forms to Member and A1temate Payee for amounts paid to each. 12. In the event of the death of Alternate Payee prior to her receiving all of her payments payable to her from SERS under the tenns of this Stipulation and Agreement, any death benefit or retirement benefit payable to Alternate Payee by SERS shall be paid to A1ternste Payee's Estate to the extent of Alternate Payee's equitable distribution portion of Member's retirement benefit as set forth in Paragraphs Six through Ten, 13. In no event shall Alternate Payee have greater benefits or rights other than those which are available to Member. Alternate Payee is not entitled to any benefit not otherwise provided by SERS. The Alternate Payee is only entitled to the specific benefits offered by SERS as provided in this Stipulation and Agreement. All other rights, privileges and options offered by SERS not granted to Alternate Payee are preserved for Member. -3- JEAN L. ST. LOUIS, PLAINTIFF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 96-3337 v. RICHARD ST. LOUIS, DEFENDANT CIVIL ACTION. LAW IN DIVORCE PRAECIPE TO TRANSMIT RECORD To the Prothonotary: Transmit the record, together with the following information, to the court for entry of divorce decree: 1. Ground for divorce: irretrievable breakdown under ~3301(c) of the Divorce Code. 2. Date and manner of service of the complaint: June 14, 1996 by personal service 3. Date of execution of the affidavit of consent required by ~3301(c) of the Divorce Code: by plaintiff March 24, 1999; by defendant: March 17, 1999. 4. Related claims pending: None 5. Date plaintitrs Waiver of Notice in ~3301(c) Divorce was filed with the prothonotary: March 26, 1999 Date defendant's Waiver of Notice in ~3301(c) Divorce was filed with the prothonotary: March 26, 1999 Dated: March 26, 1999 ~F~jjrRMM~~ 1.0. No, 38904 415 Fallowfield Road, Suite 102 Camp Hill, PA 17011-4906 717.612.5802 Allomey for Plaintiff rr. lO , t-. ~: .. n - ~( . ~!.. ".. '.(1 .1' ('-,J ft! (' ~' .. 11. C" ~ , 0 '-" \.J ,.. JEAN ST. LOUIS Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNA v. No. RICHARD ST. LOUIS Defendant CIVIL ACTION. LAW IN DIVORCE COMPLAINT FOR DIVORCE. EQUITABLE DISTRIBUTION. ALIMONY PENDENTE LITE AND ALIMONY tA (1, AND NOW, this ~ day of ~ .0"'; , 1996, comes the Plaintiff, JEAN ST. LOUIS, by and through her attorneys, Knupp & Kodak, P.C., and seeks to obtain a Decree of Divorce from the above-named Defendant upon the grounds hereinafter more fully set forth: 1. Plaintiff Is JEAN ST. LOUIS, an adult individual, who currently resides at 909 Eppley Road, Mechanlcsburg, Pennsylvania and has since 1986. 2. Defendant is RICHARD ST. LOUIS, an adult individual, who currently resides at 909 Eppley Road, Mechanlcsburg, Pennsylvania and has since 1986. 3. Plaintiff and Defendent have been bone fide residents of the Commonwealth for at least six (6) months Immediately previous to tho filing of this Complaint. .' COUNT II . DIVORCE. ADUL TERV 10. Paragraphs 1 through 9 are Incorporated herein by reference tlS If set forth et length. 11. The defendant has committed adultery during the marriage. Plaintiff is entitled to a divorce pursuant to Section 3301 (a)(2) of the Divorce Code. WHEREFORE, Plaintiff requests that this Honorable Court enter a Divorce Decree In the above matter. COUNT III . DIVORCE - INDIGNITIE~ 12. Paragraphs 1 through 11 are Incorporated herein by reference as If set forth at length. 13. The defendant has offered such Indignities to Plaintiff, the innocent and Injured spouse, so as to render her condition intolerable and life burdensome. Plaintiff is entitled to a divorce pursuant to Section 3301 (a)(6) of the Divorce Code. WHEREFORE, Plaintiff requests that this Honorable Court enter a Divorce Decree In the above matter. ~ ~ ,9 l~ S2 ::r.: r.. a. c' s" M II; - f!: :- ~ ai'- '0 en ( ~ ~~,.; \,:""" .r) ....... "'V -:) IJ "1 ~. ...:., '-- ~ ry,- - ;;::; ,'\.... "- &-, , ... ..... ~ ....",. i_ .. .hj ,)~ )~ );:i .,c ) .,1 JOt.;; . J of" 1 "Ill ~. 0.: a I ~ L:... , I~ ':aJ "\ "", Vl ~ '......, ') I:l'- .... "1 ,..... 4", </) ~~ ~ = ~ IlIC ~a ~1It 8tJ ~! := ~8 ~ 1lQ8! := ~ ~Dl Ii! i:l~ ~Iol II: .!;! ~ ~B i1 ~ ~ .... Q .... ~ Z ... s:: -.z..c ~ III s:: 'tl IlQOIlQ ... s:: UIolE< U III .Gl Dl~"" o-t rJI.... li!lll~ 0: I ! -Ill .... Gl Ul t:l~ IolIolIlQ Iol 0 ~DlE< .. ~ z . 8 ..:l DlE<Z o 0 i ..:l , . Olllilll eQi~!E :- E< ra.:::!a 5Q ~;~ . Ul E< fililllilll ,"I II Ul a ~1lI ~ ~ p q ~ ::i!~tJ!; j 1\0 .. ..:lE<OO ~ z tJ ~lolll:11: Iol ~ i Dl Ot:l...1ol ug~~ . . .. . . " ~ u> r ~; lJl(1 ~2' . ~f, ..,;-,; le- 1,0 r. .,. 0.; uh-I' r " , F, , '0- I'.. en 0 <:n C) ,. v. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 96 - 3337 CIVIL JEAN ST. LOUIS, Plaintiff RICHARD ST. LOUIS, Defendant CIVIL ACTION - LAW IN DIVORCE AND NOW, this APPIDAVIT OP SERVICB "F I 1(1) I _ day of Ul'lJl: 1996, comes Gary J. Imblum, Esquire, Attorney for Plaintiff, who, being duly sworn according to law, deposes and says that: 1. A Complaint under Section 3301 (c) and 3301 (d) of the Divorce Code was filed on June 13, 1996. 2. On June 14, 1996, a certified copy of the Complaint was sent to the Defendant via personal service. A copy of the Affidavit of Service of the process server is attached as Exhibit "A" and incorporated herein by reference. KNUPP &: KODAK, P'C~0' .~ ) " :/- ,) - " l ,,'_'_ / / _' _. ~ / " ~ BY: Gary J. Imbl m " Attorney IL . No. 42606 407 North/Fron~ Street Harrisburg, PA 17101 DATED:--L- // ()/ Attorney for Plaintiff . - AFFI~AVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN :S5. On the fl 14 day of JUNE , 1996, served I, the undersigned, EUGENE SHUEY upon RICHARD ST. LOUIS an adult indi~al by oersonal service at DER BUILDING - 4TH & MARKET STREETS. HARRISBURG. PA BUREAU OF AIR OUALITY - ASSISTANT DIRECTOR ~ Signa e of Server ~v .... ' ,.: SWORN TO AND SUBSCRIBED ME THIS I~n+ DAY OF OUf'oE BEFORE , 1996. (/ Expires: l Notanal S41al Bonnie Jo Hull. N0141'f PMbllo Harrisburg, Dauphin Ccun:y ,My Commllllon Expire. Jon. 14. 1999 II: '..1 ruw', Pt1rnJyMI'Ia AsBoc:iI%lan 01 NounII ..,-.... '. ~. .~...~.., '-.-' I' , I' , , ' .1' '.. i" " - 1 ., --...-.-.-,'."........ - ;\ .!.. ... '- C") :>- f5 c: i::-: ,~ "...,. r }'.c': ~; j-" .'- . '. J=. 0_ -"'~ f". 0 " iii L '. . ~ N .::::".1 eel':.' -'- ' ;ii'iJ I::: ::'-:l '.iJo... -~ Lt_ 'D ~-j 0 "..... U . - ~ 'II ...., r, ..:: ~ I~::) ,. r'C . :--~ J..... (~jl:' @I, to " '." 1.-11 (,j ft!' r:: ,:, I', m J 0 (;.t. U . JEAN L. ST. LOTJIS, PLAINTIFF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. NO. 96.3337 RICHARD ST. LOUIS, DEFENDANT CIVIL ACTION - LAW IN DIVORCE WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER 6330 I (J;) OF THE DIVORCE DECREE I. I consent to the entry ofa final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if! do not claim them before a divorce is granted. 3, I understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the prothonotary. I verilY that the statements made in this affidavit are true and correct. I understand that false statements made herein are made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. Date: ~tM//'/ t.. r /'1'.'1 ~;( ~//~ /Jean L, St. Louis 1J. '!l ~-- 1-: UJO of f.E:i :.:, ~' I~; ...:) <'-' , If. \'c c.' F ....'.- ".1:",_ .- Li. en 0 v", (j . '.. .. .~ ' JEAN L. ST. LOUIS, Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 96-3337 CIVIL ACTION v. RICHARD ST. LOUIS, Defendant IN DIVORCE AFFIDAVIT OF CONSENT 1. A complaint in divorce under ~3301(c) of the Divorce Code was filed on June 13, 1996. 2. The marriage of Plaintiff irretrievably broken and ninety days have of filing and service of the Complaint. 3. I consent to the entry of a final decree in divorce after service of notice of intention to request entry of the decree. and Defendant is elapsed from the date I verify that the statements made in this affidavit are true and correct. I understand that false statements made herein are made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. Date:j,hA;; c-~ ' -~.~/ R hard t. Louis . . I . ~ ~" ~,. ~) - ~w - . ',~ .~ .. ~C! ...!.l " e-J I.' fj;\' c" , ,,' I~: ,';', ...' lJ. e" , /: 0 ep ....1 , , . .. -. . .. . . JEAN L. ST. LOUIS, Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 96-3337 CIVIL ACTION IN DIVORCE v. RICHARD ST. LOUIS, Defendant WAIVER OP NOTICE OP INTENTION TO REOUEST ENTRY OP A DIVORCE DECREE UNDER ~3301(ol OF THE DIVORCE CODE 1. I consent to the entry of a final decree of divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. 3. I understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. Date: ,;P~ft7 c-~/~ .,. :.", . t. Lou1., D.t.nd.nt .... H' [r: r:~' lIJI.",l U. r:\ '..- \'1 ~~.' '.f.J C', rJ~" (,.;" ,I:. " r-~; :C IO. rn t) 0 (I I ..... ...... . . . .. 4 JEAN ST. LOUIS, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA vs. RICHARD ST. LOUIS, Defendant CIVIL ACTION - LAW NO. 96 - 3337 CIVIL 19 IN DIVORCE STATUS SHEET DATE: ACTIVITIES: Pretrial statements due 7/10/98. 6/10/98 ~t~ : 1/ /IIh?( I.A.CIA,v.J.A -"..-ti'\J.A (1 1'1J '(l .,... \"4/;,:I~( V?I!-Ll.u,'t,,:j cvt:^:tC/V>\.....~ :11,111.- /7 t: ... ,4Mt.ed~L;,.... )h!,;. OJI,.",l"l(,,'*, " OFFICE OF DIVORCE MASTER CUMBERLAND COUNTY COURT OF COMMON PLEAS 9 North Hanover Street Carlisle, PA 17013 (717) 240.6535 E. Robert EliCker, II Divorce Masler Treel .10 Colver 01llce Manager/Reporler West Sho~e 697.0371 Ex!. 6535 June 10, 1995 Marilyn C. Zilli Attorney at Law FETTERHOFF & ZILLI 200 North Third street Harrisburg, PA 17101 RE: Jean st. Louis vs. Richard st. Louis No. 96 - 3337 Civil In Divorce Wayne H. Pecht, Esquire KEEFER, WOOD, ALLEN & RAHAL, LLP 415 Fallowfield Road, suite 102 camp Hill, PA 17011-4916 Dear Hr. Pecht and Ms. Zil1i: By order of Court of President Judge George E. Hoffer dated June 4, 1995, the fUll-time Master has been appointed in the above referenced divorce proceedings. The motion for appointment of Master was filed by Harilyn C. zil1i as attorney for the Defendant; however, I request that Ho. zi11i enter her appearance in the action for the Defendant. A divorce complaint was filed on June 13, 1996, raising grounds for divorce of irretrievable breakdown of the marriage and indignities. The complaint also raised the economic claims of equitable distribution, alimony, alimony pendente lite, and counsel fees and expenses. I am going to proceed on the basis that grounds for divorce are not an issue and that both parties will sign affidavits of consent or have been separated for a period in excess of two years. Based on that assumption, I am directing each counsel in accordance with P.R.C.P. 1920.33(b) to file a pre-trial statement on or before Friday, July 10, 199B. Upon receipt of the pre-trial statements, I will immediately schedule a pre-hearing conference with counsel to discuss the issues and, , Mr. Pecht and Ms. Zi11i, Attorneys at Law 10 June 1998 Paae 2 it necessary, schedule a hearing. Very truly yours, E. Robert Elicker, II Divorce Master NOTE: Sanctions for failure to file the pre-trial statements are set forth in subdivision (c) and (d) of Rule 1920.33. THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE MASTER'S OFFICE AND A COpy SENT DIRECTLY TO O?POSING COUNSEL. , JEAN ST. LOUIS, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 96 - 3337 Civil VS. RICHARD ST. LOUIS, Defendant IN DIVORCE NOTICE OF PRE-HEARING CONFERENCE TO: Wayne M. Pecht Marilyn C. Zil1i , Counsel for Plaintiff , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania, on the 12th day of October, 1998, at 9:30 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 7/13/98 E. Robert Elicker, II Divorce Master HIEATH L ALLIN N 0....10 ..~H.L CH.RLII W AU.INDALL II ROIIIAT L WELDON IEUGENI E, PEPINaKY, JA THOM.. I: WOOD .JOHN H. INOa III GARY IE "UNCH DONNA I WILDON ...AD'ORD DORRANCt .JI:FFReY s. ITQKIS ROlllEAT A CHURCH In"HIN L, OROII " ICOlT IHI'\RI" WAYNI M PICHT ~ONALD M. LlEWIS III BPlIDOlT M. WHITLEY BRINDA I LYNCH SHAWN w w"a ALLAN J ROSSI KEEFER WOOD ALLEN & RAHAL, LLP 41!5 F'ALLOWF'IELD ROAD, SUITE IDZ CAMP HILL, PA 17011-490e PHONE (717) 612'S800 "AX (717) 612'S80S ESTABLISHED IN 1010 0' COUNSEL.: WIL.L.IAM H. WOOD 8AMUEL C. HARRY EIN No 23'071tS13e HARRIIBURO OFFlCIE: illO WALNUT ITRIIT HAAAIII!IURO. P. 17101 PHONK (717) 11515-11000 FAJC (717) aaa.10150 January 13, 1999 W"ITI'''. DII'ICT DIAL 717.612.5802 E. Robert Elicker, II Divorce Master Officc ofDivorcc Master Cumberland County Court of Common Pleas 9 North Hanover Street Carlisle, P A 17013 Re: Jean L, St. Louis v. Richard St. Louis No, 96 - 3337 Civil In Divorce Dear Mr. Elicker: Enclosed are two fully-executed copies of the Marital Seulement Agreement in the above- referenced maUer. Please have the appropriate Order to Vacate prepared for signature by Judge Hoffer. If you need additional infonnation, please contact me. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP By ~~~ht WMP:cjr Enclosures cc: Marilyn C. ZilIi, Esquire JEAN ST. LOUIS, plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW VS. RICHARD ST. LOUIS, Defendant NO. 96 - 3337 civil IN DIVORCE RESCHEDULED PRE-HEARING CONFERENCE TO: Wayne M. Pecht Marilyn C. zil1i , Counsel for Plaintiff , Counsel for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover street, carlisle, Pennsylvania, on the 16th day of october, 1998, at 9:30 a.m., at which time we will review the pre-trial statements previously filed by counsel, define issues, identify witnesses, explore the possibility of settlement and, if necessary, schedule a hearing. Very truly yours, Date of Notice: 7/16/98 E. Robert Elicker, II Divorce Master . I i r I I , i I I . '. f "',,.,,:,~,,,!tr~ . '" FI!TTERHOFP AND ZIW ATTORNEYS AT LAW 200 N, THIRD ~TREET. SUITE BOO P.O. BOX 1161 HARRISBURG. PENNSYLVANIA 1710B WILLIAM A. 'InIRHO" MAlItlLYN C. IILLI TILI"HONI 1I'.lal.'7111 ,... 7t7.111.41111 July 14, 1998 E. Robert Elicker, II, Esq. Divorce Master Cumberland County Court of Common Pleas 9 North Hanover street Carlisle, PA' 17013 ATTN: Traci Re: st. Louis v. st. Louis No. 96-3337 civil In Divorce Dear Traci: I represent Defendant Husband in the above-noted divorce action. I received today the notice from your office scheduling the Prehearing Conference in this case for Monday, october 12, 1998. Since that day is Columbus Day and a school holiday, my family and I often go out of town, to take advantage of the long weekend. I believe the day is also a state and federal holiday. In speaking to you today I understood that it would be possible to reschedule the conference to Friday, October 16, 1998. If that date is oonvenient for Mr. Pecht and Ms. st. Louis, I would appreciate such rescheduling. It is not my intent to delay this proceeding unnecessarily. Therefore if the date is not convenient for all parties, please contact me again. Thank you for your attention and cooperation. Very truly \w! yours, -) Zitli. .).. (( cc: Wayne M. Pecht, Esquire Mr. Richard st. Louis '"'-..-..,'" ',...;.J.;lo'."';" ~~1'-''''. ~ ~ o!BAN ST. LOUIS I IN THE COURT or COMMON PLEAS PlaintUf I CUMBERLAND COUNTY, PENNA I v. I NO. 96-3337 CIVIL I RICHARD ST. LOUIS I CIVIL ACTION - LAW Defendant I IN DIVORCE PRAECIPE rOR WITHDRAWAL AND ENTRY or APPEARANCE Please withdraw the appearance of Knupp & Kodak, P.C. in the above matter and enter the ~ppearance of Keefer, Wood, Allen & Rahal by Wayne M. Pecht, Esquire in the above-captioned matter. WAYNE M. PECHT, ESQUIRE DATED: ~ . - " I , , , , , I , l .. , , I ; , r~. l, JEIIN ST. LOUIS, PLIIIN'I'IFF v. IN TUB COURT OF COMMON PI,EIIS CUMOERLIIND COUNTY, PENNSYLVIINIII NO. 96-3337 - RICHIIRD ST. r.oUIS, 'DEFENDIIN'r CIVIL IICTION - I~W DIVORCE I'MF,;Ql~ , Please enter my appearance on behalf of Richard st. Louis, Defendant above-named. Date ~ ~. (~.,~ - 1 (f ~ y\ ('- j\ ' ( C Mil r rrync:- Z i ll(-;) Bsq. Fetterhoff and flli 200 N. Third Street, suite BOO Harrisburg, PII 17101 (717) 232-7722 '- ;~ (r; ..;f " I' ., ; 1 1.1 ~ -, e...: " c.' , rJ: ':J~ LI. ;t j CJ:. .ll:i ,~ ~) ; , (ill. ('.1 '- ..11 li: i. .-' I; I _OJ IJ.. e'] :-.:) u 0"1 U FI!TTI!RHOPp AND ZIW ArrO"NEVe AT LAW 200 N. THIRD STREET. SUITE 800 P,O, BOX 1161 HARRISBURG. PENNSYLVANIA 17108 WILLIAM A. 'ITTI"HO',. MARILYN C. IILLI July 3, 1998 TILI'HONI 71'.111.771. 'AX '1'..U..... E. Robert Elicker, II, Esq. Divorce Master Cumberland County Court of Common Pleas 9 North Hanover street Carlisle, PA 17013 Re: St. Louis v. st. Louis No. 96-3337 Civil In Divorce Dear Mr. Elicker: Enclosed please find Defendant's Pre-Trial Statement in the above-noted case. \~rulY your., !2 0, \ C ~ A '-Marilyn C. Zi~~ Enclosure cc: Wayne M. Pecht, Esquire Mr. Richard st. Louis . III v'~~ ~ v. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 96-3337 CIVIL ACTION - LAW IN DIVORCE JEAN ST. LOUIS, PLAINTIFF RICHARD ST. LOUIS, DEFENDANT PRE-TRIAL STATEMENT OF DEFENDANT 1. MARRIAGE I Married on June 14, 1970, first marriage for both of the parties. separated: May 31, 1996. , Wife filed Complaint on June 13, 1996 raising claims of equitable distribution, ~ and alimony. 2. PARTIES I Husband: Richard st. Louis 23 South 39th Street, Camp Hill, PA 17011 Date of Birth: January 1B, 194B Age: 50 years Employed as Bureau Director, DEP, Commonwealth of Pennsylvania Net Pay: approximately $1,700.00 bi-week1y, less $406.00 ~ College graduate Health problems Jean nee Cote st.Louis Address unknown Date of Birth: July 24, 194B Age: 49 years Employed (specific information has been requested) Salary unknown/ presently receiving ~ Some college courses/ no degree Health problems Wife: i g. 3. CHILDREN I Two boys, both over 1B years 4. ASSETS I Property at 909 Eppley Road sold March, 199B net proceeds (in escrow) $30,2B3.35 Wife's personal injury settlement 1990 Ford Ranger 1996 Jeep Cherokee/trade on 1991 Plymouth Voyager Wife IRA Wife bank accounts Husband bank accounts Savings bonds Husband pension Husband deferred compensation Wife profit sharing Life insurance Total: 5. LIABILITIES I Balance due on education loans Credit card and store card debt (Husband only), approximately Net Assets, approximately: 6. EXPERT WITNESSES I None anticipated. 7. OTHER WITNESSES I Husband $19,171.97 $ 3,000.00 $ 7,660.00 $ 1,156.12 $ 1,400.00 $ 1,522.00 $ 360.00 $57,033.00 $ 4,74B.15 ? 9 974.00 $127,30B.59 $13,000.00 919.000.00 $95,000.00 B. EXHIBITS I The exhibits will be account statements on the various assets and liabilities. 9. INCOME/EXPENSESI Please see Defendant's Income and Expense Statement attached. 10. COUNSEL FE~ Total paid to date: Current Balance: $ 2,B76.50 $ 974.25 11. TANGIBLB PERSONAL PROPERTY I Defendant is hoping this issue will not have to be addressed at the Master's Hearing. 12. PROPOSBD RESOLUTION OF EconOMIC CLAIMSI Defendant has made numerous proposals for settlement, all of which have been rejected by Plaintiff. He listed the case for a Master's Hearing to secure resolution of the various claims. Respectfully submitted, Date: 3~~ Jqq~ ~c 1yn C. Z II , Esqu re Fetterhoff and Z lli 200 N. Third street, suite BOO Harrisburg, PA 17101 (717) 232-7722 In the Court of Common Plen.~ of ClIMnF.RI.^NIl County, Pcnn~ylvnnln ,""onr: (717) 240.6~4~ 1J(IMt:~"TIl' Rt:'.ATIIINS St:n'II'l r.lI. "IIX .\In, I.'ARI.IS"':, rA. nnl.\ Fa,! (717) 240.62'" SBPTBMBBR 18. 1997 Plalmiff Name: JBAN L. ST l,OUIS Defendanl Name: RICHARD ST LOIITS Docket Number: 11lJ S 96 PACSES Case Number: 321000036 Olher Slale ID Number: ".... 0"" AD '.rm..,.-. IIIMllnrlvd.lh. PAl:St~~ ('ur Numhfr. Income and Exoense Statement TillS FORM MUST Oil FILLIlD OUT (If yuu are self-em"luyed ur If yuu are salaried hy a hu,lne" uf which yuu are uWller In whnle nr "arl. ynu IIn"l al5n nil uUllhe Su""I.memallncnme Slalemenl which a"rear5 nn Ihe la51 "age nf Ihl5 hK;ullIe alld exrellse 5Ialemelll.) . . INCOME STATIlMIlNT OF ~ 1 rhl'"'l n d b.\. La 1 . ~ I verify Ihallhe 5111emelll5 made In Ihls Incnme anti Exren.<c: Slalem.1I1 are lru. alld cnrreel, InuderslantllllRl false 5111enlClnlS herein are suhjecllo Ihe criminal re"alli" nf 18 Pa. C.S. ~ 4904, relallnB In unswnrn falslncalinn In IUlhnrhl". ..-) ~ h ~. loh /9.;2 -Ic:'L ~'L-- Dale ~;'~fend~ INCOME: /} / // .f b1 / Em"lnyer (-'(}-HR&tJtJ/I'/h'" C) HAlAI,Y"/ /~/Y/"/ Addre5.' /4 &x r?n f,. .#.#~b..d~~, ~ /?/Af- TyrenrWnrk A.J/Jr4.d7 AtJ9,t'#_ "-#AI,PA'f,-n!. P' "pi Paymll Nil. Grm. Pay rer Pay Perlnd $"tnr. "".sPay Peril'" (wkly., hl-wkly" elc.) "'/-dI'tJ' Ilemlud Payroll Deducllnns: Federal Wlthhnldlng Hks.'"ft:> Snclal SecurilY $/t#. ~ IJK;al Wage Tu $,1,};rr WJ?t'/ Savings Blinds $ $ - fI.allh Insurance $ $#6,/J StJC.5t"l: 'Ad//! $.17. Jj ; .~/ SEt',a /.. (J Slale IncllnlCl Tax Credh Unlllll $ Life IlIsuralK;. OIlier Deducllnll5 ('reclfy) y/",I tI/'c1;".e pO" r_/"" N.I Pay rer Pay Peril'" $ ~.f / cI, /' J S.rvlce 'fyre M FlIlIIIIN.OO8 Wnrker ID ~120~ 1r.:1I01Cl anti F.xren.~ SlalenlClnl PArSES rase ~!lIn"1Cr 32100003~ OTIIER (Fill In A""rn"ri.'e Clllumn) INCOME WF.F.K MONTII VEAR Inleresl $ S S Dlvld.nda Pen.~lon Annuity Social SecurilY Renls Royallles F.xrensc: Accounl Gills Unem"loYOIClnl Compen.ulllln WurkOlCln'a Cllmpensallnn IRS Refund Other Other TOTAL $ $ $ TOTAL INCOME $ tf/~ (Fill in A""rn"rlate Clllnmn) EXPENSES WEEK MONT II VEAR lIome $ $ (,110, () 0 S Maintenance A/W UlllltlCllI F.leclric 2;1.0<' Ga.~ <>0 Oil (~~L'd) eJO T.I."hllne va Page 2 IIf 6 Fllrm IN.0Il8 Service Tyre M WIlI.er ID 21202 ""..J'....._ IlIcmllCl IlId Ilxrell<e SlRlemClI1 P^CSIiS Case NUlllh"r ~H on003~ - (1'11I111 ^""",,,,I'1e Cllhlllln) EXPENSES (continued) WF.EK MONT" VF.AR Waler S S ...1..r,"o cJ S Sewer , ~ 9. 0 rJ F.mploJ1l1ftll , Puhllc Tran.,,,"rtlll"ll S S tV//! S Lunch /PtJ,eJo T..et Real ESlale S S S Personal Prorerty _R(/,..?y ~(",(J-j Income IlL1urance Homc:t1wners S S S AulnnMlhlle /......?,.?J- (.J7~.,f7IA.>>u. Life /./? ZJ- Accidc:nl - lJeahh - Olher - Automobile Paymc:nls S S - S Fuel /t:JeJ, 0.:> R....lrs .....t>.oCJ MMI..I D'K;lur S S S 1l.n1I.1 ./.f":' cJ V OrthlldmulSl ) Service Tyre H rage J III 6 Fnlm1N-008 Wmker ID 3l~02 Incumc: and Exre"se Slllemenl PM'SES Clse NUlllher "H00003~ (1'111 In ^\1\1"'\1,II" CnluOIII) EXPENSES (.onClnued) WF.F.K MONTH VF.AR lIo~,,11I1 Medicine /d, tic? Sreclal needs (SIa.~lICls. $#~ /r,.JrZ/"'''' fi,.- , hraces. onboredlc ?JNf,.j. ?~~Jk ,~,nft'. . tlc:vlces) :##1'""")(, (!tJJr ~J"",-- Eduullon Prival. ScIKMII S S S PanK;ldal 5th'M" CoU.se ,,:J .?.; -;- (}.P Rellslous Penonal Cloth In, S S .,f'>; ()() S Food /'00, . " BamerlHalrdre5.<c:r /0, Dc.) Credll P~menls: Credit rd Charse Accflllnl ?eNJ, dd Memhershlrs 11? d Loans Credit Union S S did, r.J S MlKdlaneous Hou.<c:hold lIel" S S S Child Clre Paren/BookslMagazlll. ?"O, Jtg ElIlenalonlClul ~",~ PlY TV Vacallon /"c),~ Service Tyre H Pnpe 4 of6 1'11"" IN.OO8 Wmker ID 3120'- . hK;nlllC alldllxrells~ S'Rlelllelll rAl'SHS ('RS~ NUlllh", ~31 nnnll~r. EXPF.NSF.s (continued) (Fill III ^""",,,rlale ClllulIIlI) MONTII VF.AR WF.F.K Gins Legal Pees C1llrillhle Conlrihullons Otller Child Su""mt Alimony PaynlClllls Other $ $ $ TOTAL EXPENSES $ Ownerahlp 0 V AWF. II W J $ X' X - X $ $ PROPERTV OWNED DF.sCRIPfION Checkln, AccnulIls Savin,s Accounls Credit Unlnn SIIK;ks/Bontls Real ESlale Olher TOTAL 4'.Et!~ :s'. (!~ INSURANCF. Co......e 0 C:llMPANV I'OI.ICV' II W C XX IIns"lla' Blue Cmss Olher Medical Blue Shield Other · " - lIushand W - Wife C - Cnmhlncd J - Jnlnl 9'yonoddIJ - ft...r ^--t S.rvlce Tyre M I'agd IIf 6 Fn,mIN.l108 Wnrk~r ID 21202 5. COMPENSATION: Plaintiff is currently employed by the American Red Cross. Her gross compensation is S727.69/week and her net compensation is S549.13/week. Plaintiff also receives S875/month in spousal support payments from Defendant pursuant to an existing Spousal Support Order. 6, EXPENSES: Please see Plaintifrs Income and Expense Statement attached. 7. RETIREMENT BENEFITS: See No. I above, 8, COUNSEL FEES: Total owed to Knupp & Kodak S2,703.83 9. TANGIBLE PERSONAL PROPERTY: Plaintiff anticipates that no issues regarding tangible personal property will have to be addressed at the Master's Hearing. 10. LIABILITIES: Balance on education loans Credit Card Debt (Refrigerator for marital residence) SI3,OOO.00 1,800.00 II. PROPOSED RESOLUTION OF ECONOMIC CLAIMS: Plaintiff has made two proposals for settlement, both of which have been rejected in part by Defendant. Plaintiff is currently preparing a third proposal for settlement. Date: July 10, 1998 ""p""ful~ "bm;.",'ti Wayne ,Pecht, Esquire Keefer Wood AUen & Rahal, LLP 415 FaUowfield Road, Suite 102 Camp Hill, PA 17011-4906 717-612-5802 -2- In ,the Court of Common Pleas of CUMBERLAND County, Pennsylvan.la DOMESTIC RELA TUlNS SECTION P.O. BOX no. CARI.ISLE, PA. 1701l I'hOIIe: (7t7) %40-654!l Fax I (717) %40-6148 SBPTBMBER 18. 1997 Plaintiff Name: JEAN L. ST LOUIS Defendant Name: RICHARD ST LOUIS Dockel Number: 1133 S 96 PACSES Case Number: 331000036/ ~o~a.. Olher State ID Number: PIeue ..... All t.......poad.....IDUal Iarlud. lb. PACSt:s Cue NUlDher. Income and Expense Statement THIS FORM MUST BE FILLED OUT (If you are self-employed or If you are salaried by a business of wblch you are owner In whole or "an. you mu.~1 also fill OUI dIe Supplemc:olallncomc: Slalement whlcb appears on the last pase of this Income aoo exrensc: Slalemenl,) INCOMESTATEMENTOF ~n^ ~ ~ nli,..:::J I verify thatlhe Sllllemc:olS made in this Income and Exrensc: SlIlCmc:ol are lrue and correcl, I untlcrslallll thaI false Slalemc:nts herein are 5ubjecl10 the criminal renallles of 18 Pa, C.S. g 4904. relallnlllo unsworn falsification 10 aUlhorhles. 10/11/'l7 Dale INCOME I Em"lnyer American Red Cross Plaintiff or Defeodanl Address 1804 North Sixth Street, HarrisburR. PA 17102 Type: of Work SpeciaUs t Payroll No. Gross Pay rer Pay Period $ 680.77 Pay Perlntl (wkly" bl-wkly" elc.) Bi-week1y itemized Payroll Dc:ducllons: Fc:dera! Wlthlmldlns S 70.86 Social Securhy $41. 2 Local Walle Tax $ Slale Income Tax S 19.06 Reliremelll S Savlllgs Bonds $ Crc:dh Un/on $ Life Insuraoce $ Hcalth Insurance $ Other Deductions (specify) S $ U Net Pay rer Pay Periol! $ 517.81 Service Tyre M SUBJECT TO INFORMATION CONTAINED IN THE FOREGOING PRE-TRIAL STATEMENT Form IN'()()8 Worker 10 21303 Incnme and EXl'Cnse SlIlemem PACSES Case Number 221000036 OTHER (FlU In A""ro"risle CnlUnul) INCOME WEEK MONTH YEAR Im'rClSl S S S Dlvldendll p.nslnn Annuhy SIK;Jal SecurilY Renls Royaldes Exrensc: Account Glflll Unc:mploymelll Comrensadon Workmen's Compc:nsalion IRS Refund Other -Hechts (vari s) 124.00/avg. Other TOTAL S S 0 S TOTAL INCOME S J 246.00 (1'11I In Appro"riate Column) EXPENSES WEEK MONTH YEAR Home House 400.00 Mon8a8e/Rem S S 20 00 S Malnlenance Udlldes Eleclric Gas 011 Tele"hone 60.00 Page 2 of6 Form IN'()()8 Servlc. Tyl'C M Worker 10 21203 Incnme and Exrensc: Slalement PACSES Case: Number 321000036 (Fill In A""rn"riale Clllumn) EXPENSES (continued) WEEK MONTH YEAR Waler $ $ $ Sewer Employmenl Public Trans"nnatlon $ $ $ Lunch 100.00 Taxes Real ESllle $ $ $ Personal Pmreny 266.00 Incllme Insuran.e Homeowners $ $ $ AUlomoblle 382.00 Life Accident Health . . Other Automobile , PaymeulS $ $ 322.00 I $ Fuel 96.00 ( Reralrs 198.00 Medical Dllclor $ $ 30.00 $ DemisI Onhndlll1lisl Service TYI'e M Page3 of 6 Forni 1N"()()8 Worker 10 21203 Incume and Exrensc: Slalemenl PACSES Case Number 231000036 (1'11I In A"nrunriale Column) EXPENSES (continued) WEEK MONTH YEAR Hosplllll Medicine 48.00 SreclalllClCds (glasses, hraces, onhored1c devices) Inn.nn Educallon Private School $ $ $ Parochial School College Rellglnus Personal Clothing $ $ $ nnn nn Food 120.00 Barber/Hairdresser 20 00 Credit p~ments: Credit ard Charge Accuunl 323.00 Membersbl"s . . Loans Credit Union $ $ 130.31 $ Miscellaneous Household Help $ $ $ Child Care Plrers/Books/Masazllle 12.00 Enlenalnmenl 50.00 Pay TV 20.00 Vacation 500.00 Page 4 of6 FomllN -008 Worker ID 31202 Service Tyrc: M hK;unlCl and Exrense Slal~menl PACSES Case: Number 221000026 EXPENSES (rontlnued) (Fill In A""ro"riale Column) MONTH YEAR WEEK Olfts Lc:gaJ Fees Chlrillble COOlributllll1S Other CbJld SUPl'lln Allmllny Plym:ots Othrr s s s TOTAL EXPENSES S S 2,631.00 $ 2,246.00 PROPERTY Ownrrshlp · OWNED DESCRIPI'ION VALVE H W J Checking Accounts $ X Savings Accuunts 30.00 X Credit Union Slocks/Bontls X Realllslate Other TOTAL S 230.00 INSURANCE Coveralle · COMPANY POJ.lCY # H W C Hos"ltaI Blue Cross Oth~r Medical Blue Shield OilIer · H - Husband HealthAmerica X HealthAmerica W - Wife C - Cumbined J - Julnt Pase S llf 6 X FornI IN-008 Worker ID 21202 Service Type M JEAN ST. LOUIS, PLAINTIFF IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 96-3337 v, RICHARD ST, LOUIS, DEFENDANT CIVIL ACTION. LAW IN DIVORCE CERTIFICATE OF SEIWICE I, Wayne M. Pecht, attorney for Plainlill~ Jean Sl. Louis, hereby certify that I have served the Plaintiffs Response To Defendant's Request For Production Of Documents upon counsel of record this date by depositing true and correct copies of the same in the United States mail, first- class postage prepaid, addressed as follows: Marilyn C. Zilli, Esquire Fetterhoff and ZiIIi Suite 800 200 North Third Slreet Harrisburg, PA 17101 Date: July 9, 1998 By: HCATH L. ALL.IN H. DAYID "AHAL WIL.LIAM I, MIL,"I", .J". CHA"LI' W. "UeINDALL II ftO'I"T L. WILDON IUGINI I. ~1~INIKY, .J". THOMU I. WOOD .JOHN H. INOI m OA"Y I, ""INCH DONNA .. WILDON '''''Dro"O OO"fltANCI .JI"""IY .. ITOKII ftOll"T fit. CHUfltCH .TI~HIH L. 0"011 fit. aeon IHIA"I" WAYNI Jrr4. ~ICHT CONALD M. UWIS m ."IOOIT M. WHITtIY KA"IN '''OTHI''I MAY ."INOA I. LYNCH IHAWN W. WIll KEEFER WOOD AL.L.EN & RAHAL., LLP 41S F"ALLOWF"IELD ROAD CAMP HILL, PA 17011 PHONE (717) 1112-15800 F'AX (717) 1112-15808 ISTABL.ISHID IN 117. 0,. COUNIIL: WILL.I"M H. WOOD SAMUIL C. HA""Y EIN NO 23'071t!135 H"""I"UNa O",.ICI: 110 WALNUT IT"IIT HAftftl.aURO, ~A 17101 ~HONI(117) .....000 ""x (711) 1....0.0 July 16, 1998 WItITUI', DuneT DIA'-1 717.612.5802 E. Robert Elicker, II Divorce Master Office of Divorce Master Cumberland County Court of Common Pleas 9 North Hanover Street Carlisle, PA 17013 Re: Jean L. St. Louis v. Richard St, Louis No. 96.3337 Civil In Divorce Dear Mr. Elicker: Yesterday I received Ms. ZiIIi's July 14, 1998,Ieller requesting a rescheduling of the Pre. Hearing Conference in the above-referenced mailer until October 16, 1998. Plaintiff has no objection to the rescheduling and concurs in Ms, Zilli's request. WMP:cjr Very truly yours, KEEFER ~oorl ALLEN & RAHAL, LLP By tJ.~ Wayne M. P~ht cc: Marilyn C. Zilli, Esquire , -, . v, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA CIVIL ACTION. LA W JEAN ST. LOUIS, Plainti IT RICIIARD ST. LOUIS, Defendant NO, 96.3337 CIVIL TERM ORDER OF COl.!l.U AND NOW,thls2b~ay of July, 1998, upon considerution of Defendunt's Motion To , '\ Compel Compliance with Discovery Request and for Sanctions, a Rule is hereby issued upon the PlaintllT to show cause why the relief requested should not be granted. RULE RETURNABLE within 20 days of service. BY THE COURT, Wayne Pecht, Esq. 415 FaJlowfield Road Camp Hill, PA 17011 Attorney for Plaintiff Marilyn C. ZiJli, Esq. Suite 800 200 North Third Street Harrisburg, P A 17101 Attorney lor Defendant Coju~.v .?,YU/.~{~.L 7/.:l 2..J 'If. .>f,. fJ I . ,_ ,. I :re - " " .' JEAN ST. LOUIS, PLAINTIFF IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO. 96 3337 CIVIL v. RICHARD ST. J~UIS, DEFENDANT IN DIVORCE MOTION TO COMPEL COMPLIANCE WITH DISCOVERY REOUEST IPa.R.Civ.proo. 4009.11 AND POR SANCTIONS IPa.R.civ.Proo. 40191 AND NOW, this 7th day of JUly, 1998 comes Richard st. Louis, Defendant above-named, by his attorney, Marilyn C. Zilli, Esquire, who moves this Honorable Court for an Order directing Plaintiff to comply with Defendant r s request for certain information and for the imposition of sanctions and who, in support thereof, avers as follows: 1. On June 13, 1996, Plaintiff filed a Complaint in Divorce on Defendant. 2. In said Complaint, Plaintiff requested an equitable distribution of the parties' marital assets, alimony and alimony pendente lite, counsel fees and expenses. " .' 3. On June 3, 1998, Defendant served Plaintiff with a Request for Production of Documents. (Exhibit 1) 4. This document was filed in an effort to update certain finanoia1 information relative to Plaintiff's alimony and equitable distribution claims. 5. The request was necessitated primarily because of the passage of time. 6. After being represented by one attorney from the inception of the action in June, 1996 until sometime in mid-1997, Plaintiff secured new counsel. D~fendant's counsel did not hear from this new counsel until October, 1997. 7. Defendant's counsel began immediately to try to reach settlement of the action with that new counsel. (EXhibit 2) B. Negotiations proceeded through March, 199B, without producing agreement. " .' 9. By letter dated March 3, 199B, Plaintiff's counsel requested certain documents from Defendant's counsel. (Exhibit 3) Shortly thereafter the marital property was sold. 10. Defendant's counsel sent the requested documents, along with proof of the deposit of the house proceeds check, on March 30, 199B. (Exhibit 4) 11. By letter dated March 6, 199B, Defendant's counsel had sought updated information from Plaintiff's counsel. (Exhibit 5) 12. On March 31, 1998, a second letter was sent requesting information necessary for the parties' income tax filing. (Exhibit 6) The documents were never received. 13. On May 22, 199B, Plaintiff's counsel sent Defendant's counsel a letter commenting on Defendant's March 2, 199B correspondence. The letter contained numerous inaccuracies which clearly indicated that Plaintiff had not shared with her new counsel the same information she had given to her former counsel and which had in fact been previously delivered to Defendant. " .' 19. Defendant avers the information he has requested is essential for a resolution of the equitable distribution and alimony claims in the case. 20. Defendant's discovery request is fully sanctioned by pa.R.Civ.Proc. 4003.1(a), and 1930.5 and by 23 Pa.C.S.A. ~3505 and none of the limitations specified in pa.R.Civ.Proc. 4003.3. or 4011 either apply or have been alleged by Plaintiff in defense of her failure to comply. 21. Pa. Rule civ. Proc. 4019(a) (i) and (viii) provide for the imposition of sanctions where a party fails to either make discovery or to obey an order of court respecting discovery. 22. These sanctions can and in this case should include at least the following: an order that plaintiff not be permitted to oppose Defendant's claims concerning the subject matter of his discovery requests / and an order that plaintiff reimburse Defendant for the legal fees he has expended in pursuing these claims. 23. Defendant's legal fees in pursuing this claim are $472.50. (Exhibit 9.) '. .' WHEREFORE, Defendant prays this Honorable Court for an Order directing Plaintiff to provide the information requested by Defendant's Request for Docu~ents within five (5) days of the date of the Court's Order and imposing the requested sanctions. Respectfully sUbmitted, K~,~ Iq~t Marilyn C. Z Attorney for 200 N. Third street, Suite BOO Harrisburg, PA 17101 717-232-7722 ID #23179 '. .' lHDTRYCTION&-~H~lr~NlT1QN~ ~.___PI~IH111QN& The following terms have the designated meanings when used herein: A. The term "documents" when used herein shall mean all written, typed, printed, recorded or graphic matter of every type and description, however and by whomever prepared, produced, reproduced, disseminated or made, in any form, now or formerly in the possession, custody, or control of the party to whom this request is addressed, it.s officers, agents, employeer; and attorneys, or any of them, including, but not limited to letters, correspondence, telegrams, memoranda, records, minutes of all types of meetings, contracts, subcontracts, agreements, intro and interoffice communications, purchase orders, requisitions, plans, studies, summaries, analyses, results of investigations, reviews, bulletins, proposals, estimates, appraisals, recommendations, critiques, trip reports, engineering cAlcUlations, bills of materials, drawings, sketches, blueprints, charts, indices, notices, diaries, books, desk cAlendnrs, appointment books, messages, instructions, work assignments, notes, not~books, tApe recordings, partial or complete of telephono converaations, photographs, slides, public statements, newspaper or other mediA re1ellses, public And governmentAl fl1ingA, opinlona, nnd nny " " other writings, drawings or recordings. If any document was, but is no longer, in the possession of the party to whom this request is addressed or subject to such party's control, identify the document. B. When used herein, the term "person" shall mean any individual, partnership, j oint venture, firm, association, corporation or business or any governmental or legal entity. C. When used herein, the term "communication" shall mean any and all transmissions of information, the information transmitted, the process by which the informl\tion 1s transmitted and the terms shall expressly be inclusive of all written and oral communications. D. When used herein, the term "relate to", "re1atinq to" or "in relation to" shall mean constituting, reflecting, representing, supporting, contradicting, referring to, stAting, describing, recording, noting, embodying, containing, mentioning, studying, anAlyzing, discussing, eVAluating, or releVAnt to. As in~icated, tho term necessarily includes information which is in opposition to as well as in support of the position(s) and c1alm(s) of the party to whom the Request is addressed. espectfully submitted, '. " 8. A copy of the most current atntement. for all bank credit cards and department store credit cnrd accounts in the name of plaintiff alone or jointly with any other person other than Defendant. 9. An accounting of any anticipated inheritance or other gifts or loans from family members. 10. 1\ copy of any diaability inaurance policy owned by plaintiff . Date: . ) I ,\ f ), I , I~' I · \ ,I ( Mltr 1yn C. Z 11 " ,1Esquire Fetterhoff and Zil1i 200 N. Third street, suite BOO Harrisburg, PA 17101 (717) 232-7722 '. .' ~TIFICA'lLQLJ!.~Ill'l.QI'.l A true and correct copy of the foregoing document was delivered to the person or office listed below by hand delivery on the date indicated, as follows: Date: (() J .\ j II I I Wayne M. Pecht, Esquire Keefer, Wood, Allen & Rahal, J,J,P 415 Fal10wfield Road Camp Hill, PA 17011 \., /; 1 If' )" ( Marilyn C. Zil1t, Esq. 200 North Third street suite BOO Harrisburg, PA 17101 (717) 232-7722 '. .' FF.rfF.Rllorr AN/) 7,11.1.1 AlTnANfV,. AT LAW 100 N, TIIIRII ~'I nF.F. r ' ~lInF. RmI r.o, nux I I~I "^RRI.~nIlRG. 1'F.NN~Yl.VANIA I7In~ WillIAM ^ '" "....torr MA"II YH C fllI.1 HI rrflnN, 711.'~, 1711I ,.. November 6, 1997 "".n. 041""" Hr. Wayne H. Pecht, Esq. Keefer, Wood, Allen' Rahal, L.L.P. 4J5 Fft110wfield Road camp lUll, PA i 7011 Rei st. Louis No. 1133 s 1996 Dl!l.Ir Mr. Pechtl I understand from Hr. st. Louis that you have described r~prenentation of Hrs. st. Louis as offerinq the possibility new evaluation of and proqress toward settlement in above-noted cftse. your of a the Pleaso be advined that Mr. st. Louis would welcome a proposal for settlement of this matter and renewed discussions toward this end. Please provide a copy of Hr. Imblum's withdrawal and of your ontry of appearance. Very truly yours, Marilyn c. zi1li CCI Richard st. Louis e)(. :t .' FF.'ITF.RllflFF ANn ZII.I.I ATTOnNEY~ AT LAW 2no N. TIIIRIl STRfF,T . Sill I'F. Rno p,n. nox II fiI lIARRlsnIlRI:, rFNNWI.VANIA 1710X Wlll.lAM A. nTTllfum" MA"'LVN c. IILL! March 31, 1998 'FI rrUONr 111 a:u 1112 lA, "".., ".1'1'1 Wayne M. Pecht, Esquire Keefer, Wood, Allen & Rahal, LLP 415 Fa1lowfie1d Road Camp Hill, PA 17011 BY FAX ONLY '1'0 612-5B05/ NO liARD COPY TO FOI,l.()W ReI st. LouiA v. st. LouiA Divorce Dear Mr. Pecht: I heard today from Mr. st. Louis. In 1996, the parties filed joint tax returns. For more than a month now, Mr. st. Louis has been asking Mrs. st. Louis to provide him with her W2 form and a list of any charitable contributions shs made so that he can timely file the parties' 1997 returns. To date, Mrs. st. Louis has failed to supply the requested information. Mr. st. Louis must now be out of town, from April 8th through the 14th. In order to be timely, he must file the returns .th..IJi weekend (April 4/5). It is in the parties' interest to file a joint return again. If Mr. st. Louis is forced to file "married filing separately" because of Mrs. st. Louis' lack of cooperation, we will be claiming reimbursement from Mrs. st. Louis at equitable distribution for any tax Mr. st. Louis is required to pay over what would have been due on a joint return. Mr. st. Louis will be securing guidance on this and other tax issues from an expert in this area. If he is forced to file separately, he will, of course, take advantage of all available tax ubreaks,n some of which could possibly be disadvantageous to ~lrs. st. Louis. lie will also be claiming reimbursement for any costs incurred. Please ask Mrs. st. Louis to promptly supply the requested documents. Th~nk you for your attention and cooperation. "'very .t!UlY. yo~rs, ~rhy) / Z~11'\ f( cc: Mr. Richard st. Louis ~" I . Pf.'f'lfRIIOrr ANIl ZUII AnonN,V!' At LAW Inn N. 1I11~n nRFFT. 'III' F son ro. ~llX 'I~I 'MRR'~"tIRr" rFNN~YI VANI^ Plnill WilLIAM A '."'"un" MANIL YN e Il~LI June 3, 1990 ",.,."un",. 7t., Jl,:t ""1I 'AX 71., Jl" "'II'" Wayne H. Pecht, EsquIre Keefer, W9od, Allen & RllhAl, r.t.p 415 FallowfIeld ROlld Cllmp "ill, PA 17011 Re: st. r,ollls v. st. 1.0llis Oivorce Dear Mr. Pecht: Enolosed please rind a copy of a Motion for AppoIntment of HAster which will be filed todAY in Cumberland County pursunnt to Cumberland County Rule 19?-0.51-2. PleABo note the docket number. The number you used on your recent correspondence Is the support cllse, not the divorce Cllse, number. I 1l1RO enclose A Request for Pl'orlllct Ion 0 r OncumAnts. Complinnce is due within thirty (30) dnys of servlco. I have reviewed your letter of Mny ?-?-, 1990 And am frankly AmAzed at the inaccurllCies And nppArent At.tempts to dissimulAte contAined therein. It AppeArs that you hAve reviewed none of the documents already generated in this case. I respond to the numbered and unnumbered pnragraphs of your letter as follows: 1. Documentation previously provided by Gary Imb1um, Esquire and w...th Plaintiff's verIfied Renponses to Interrogatories show that Hrs. st. r,ouis received the followIng sums in settlement of her personal injury claim In the Dalkon Shield case: $9,585.98, $5,751.59 and $2,396.50. I\nother $1,437.90 is anticipated. This totllln $19,171.97, none of which or very little of which WIIS contributed to the marHnl rj!,/l. J would hardly consider these sums "nominnl." We will be prepnred to present documentation of the aforesnid at the Master'A IIellring. 2. Mrs. st. r,ouis' .l.2.J!.l Plymouth Voyager was traded in July,~. It is also incorrect that 1111 money received from the trade was used as a down pAyment on the new vehicle. Documents previOUSly provIded by Gary Imblum, Esquire and with Plaintiff's vl!rified Responses to Interrogatories indicate that approximately one-half of the money received was used to SAtisfy E)(. 7 , . ) I " the balance of the lOAn outstAnding on the Voyng..rl the remAinder Willi applied aEl down payment on the JoPp leMle. We will be prepared to document ElAme at the Mnllter'lI IIparing. 3. Although Mrll. st. I,oulll mAY own no IRI\ "At this time," An IRA which would have been mAritAl did exint. According to Plaintif'f's verified Answers to InterrogAtories nnd correspondence from GAry Imblum, Eaqulre, the IRI\ WAn redeemed for $1, 156. 12. " We wi 1] be prepn red to produce these documents at the Haster's HeAring. 4. We are in possession of statementn from bnnk accountR in Hrs. st. Louis' nAme alone and in her nllme jointly with otherR as of date 0,[ separation. We will be prepllred to present these documents at the Haster's lIellring. 5. The SAvings bonds hllVe current vnlue of approximately $60.00 each despite the fAct thAt they hnve not "matured." We believe $360.00 constitutes more than "llttle value." 6. We dlapute your claim. One phone cnll to nn insurance a!]ency has Assured us thAt there ar.. cnrriern who would he willin!] to insure HrEl. st. I~ouill, Although with condltions. Mrn. st. Louis might alno hnve to purchnse multiple emllll policioR rather than one large one. If need be, We will be prepared to present evidence of this insurAbility at the Master's lIearing. 7. We have requosted proof of your nflsertion. See Request for production of Documents, enclosed. Your assertion that the aforementioned assets have little or no current VAlue to Mrs. st. Louis is inAccurate in two regardS: the assets have maritftl value and ~~at value is substantiAl. Your assertion concerning tho parties' debt is also inaccurate. Debt incurred during the mnrdage Is usually joint and therefore the responsibility of bot,h parties. If that Were not the case what is the legal basis upon which you assert Mr. st. Louis' liability on debt in Mrs. st. 1,0ulR' nAme? Nonetheless, Mr. st. Louis will agree, if the case clln be settled, to continue to pay the debt incurred on "hisu credit cards and so long as Mrs. st. Louis retires the debt on "her" cards without contribution from Mr. st. 1,ou1s. Your offer of only $2,500.00 on the education loan debt Is reCused. See i~. Your assertions concerning the mortgnge pnyments arE! entirely inaccurate. Hrs. st. Louis did not milk.. mortgilge payments from Hay, 1996 through Novembl'r, 1997 AS YOll c1nim. We .' are able to prove with nppropriAte rSF:CU AI'At.nmentfl t.hAt from MAY through September, 1996, bi-weekly trnnArerA from Mr. st. LoulA' sAlary to PSF:CU to satlAfy the mortgage were mnde. When MrA. st. Louis applied for support, the support GuldelineA mnde her, aA the party in residence, liable for the mortgAge. [nule 1910.16-5(g)] Nonetheless, in october, 1996, Mr. st. I,ouls gnvl'! Mrs. st. Louis a check In the amount of $500.00 for half of the mortgage. This was acknowledged by DomeAtlc RolatlonA nnd the $500.00 was Ap~lied againAt the account arrenrageR. ^t R support modification hearing in November, 1997, evidence WRA present that Mrs. st. I.ouis hRd pnid nothing on the mortgage in either July or ^ugust, 1997, although Ahe tried to sny Ahe had. There were aIAO several months when Mrs. st. Louis made only pnrtinl payments. Documentation of all of these facts will be provided nt the Master's IIearing. We diApute your recitation of tho law on Calr rnntal vRluR and will be prepared to argue same at tho Mnnter's IIp/H-Ing. We a1f10 dIApute your appnn>nt nflAl>rtlon thnt n dlfltlnctlon ifl Atill being made bptween pre-divorcn nlimony nllll ApouAnt Allpport. I note, in fnct, thnt In your counter-propoARI you nasert that Mr. st. I,oui A "will Q9ntJ,nUf! to pny Ql.lmoJ1y. ..." nA he must therefore be doing now. In nd,lltion, your characterization of the arrears on the support nccount nA "tremendous" is simply silly. The amount of arrears WAS set by Court Order at $1,200.00 and made payable nt $17.00 por month. Mr. st. Louis voluntnrl1y reduced this amount by $500.00 in october, 1996. The arrears currently stand at $435.00, that is, approximately two ws{Oks of paymentA. We would submit, as you did concerning the value of the bandA whi~h is only Alightly leRA than the total arrears, that this amount is insignificant. Finally, no claim is being made for a "credit" agninst equitabl!;' distribution of the amounts alreAdy pAid, as flurely you m\l!~t realize. for Rsttlement oC I,oui s mRk{Os thE' In view of all of the above, your propoRal this case is refused. Howevsr, Mr. st. following proposal for settlement. 1. Hr. st. Louis will agree to give Mrs. st. I..ouis 75\ of the proceeds from the sale of the m1\ritnl residence. However, with that percentage, she will be rSRponsible for paying $10,000.00 against the education loan debt. The total proceeds from the sale of the house were $30,283.35. 75\ of that amount is $22,712.51. If Mrs. st. l,ouis pnys $10,000.00 of the education debt, she will still retain more thi'ln $12,000.00. On the other hi'lnd, Hr. st. Louis will retnln only $4,2B4.09 after paying off the blllance due on the dE'bt. In other wordR, Mrs. st. I~uis will retlltn 75\ of the nnt housn proceeds nCter retirement of the education 101lnA. You ara remlndnd of our clllim for 10AA of interest beclluse of MrA. fit. Louis' refusal to permit the house proceeds to be deposited into an interest-bear.lnq account. 2. Mr. st. I~uia will IIgrge to be r~"pon"ible for the dpbt on the credit cllrds in hla nil me and that Mrfl. fit. I,ollis will he responsible for the debt on the credit cards in hAr name. lie will also agree to continue to pay on the Sears bill for the stove, although Mrs. st. Louis purchaned thin item without his knowledge or agreement. 3. Mr. st. Louin will agree to pay Mrs. st.l.ouis 50\ of the monthly payment generated by the marital portion of hin pension. He will not agree to such arrangement on the deferred compensation pllln which in not automatically paid out in monthly insta1lme!'ts and which need not be withdrawn at all upon hia retirement. 4. Mr. fit. Louis will agree to pay 1111 alimony arrears in full and be (not MrA. st. Louis, as your letter Atlltea) will oontinue to PAY alimony in the amount of $075.00 per month for three more years, from the date of the parties' divorce, if the case is settled and IIn ^greemnnt is signpd by September 1, 199B. Mr. st. Louis will be fully prepared to defend agl\innt MrA. st. I~uis' claim of "martial (sic) misconduct" (your lettnr) with hiI' own assertion of same concerning Mrs. st. Louis at a separate hearing of the allegation. lie ia alao confident thllt Divorce Master Elicker in cumberland county will not set the twenty-yellr time limit on alimony you propose. We may withdraw our claim concerning Mrs. st. I,ouls' refuslII to file joint tax returns if review of hAr return rnveals thllt she had to make a subatantiAI pAyment to the IRS, liS we believA she did. Mr. st. Louis hAS not cashed in any lie simply changed insurance carrier. surrender value was preserved. Please review the entirety of thlfl letter with Mrs. St. Louis and call me at your convenience. life influrance policy. In the change, all Very truly yourfl, Marilyn c. zilli cc: Hr. Richnrd st. I,OUJA ,- <':' i <, ., '" , , ( r ,; , , , , .. ( , " , t. I ,. t-~) \.J . III <:> ~H:! >< III ::3 Iltlll l:t; Z Z~ I.LI .0 ~ ! :> UH ... 01.Ll OOE-t- Ni C lilt C)...tJC'l Q ~ f&. E-t lIlPo~"" o . f&. m:i! H' 0 Z .. -~~ ..:I H Cl:>-III'<l' H E-t HCl ..:I .... :> 'Z PZ J.<I :<: tJ!>: . H IIIH OJ.<l ~E-t .0 U 0 C) H< ..:If&. H!>:f&. 0 ~tJ P..:I . I.LI O:J:' ... ~Cl I'" 011< :>- .Cl tJ ltl~Po l"'l J.<I ..:I ~ J.<IIlt . ~. 8:i! l"'l tJ III OC)~ :>- l"'l !>: . ~:i! .... J.<I~ 0 ~ Cl ~~C) ~ '" :> III ~ ZH[/)..-t . :<:J.<I C'l H O..:lJ.<l.l:t; ~~ Q ~ HCLlOO'l . ~ . C) ~:z:OO III 0 Z J.<I H o OJ.<lO Po HC) Z H .., !>: :Z:c)!>:'<l'- . , . . . JUt. 1 ;: 199R " .' 25. Defendant's Motion To Compel and for Sanctions is moot and should be dismissed. I j WHEREFORE, Plainliffrespcctfully requests this Honorable Court to enter an order dismissing Defendant's Motion To Compel and for Sanctions. Respectfully submitted, KEEFER WO D ALLEN & RAHAL, LLP Wayne , Pecht, Esquire 415 F owfield Road, Suite 102 Camp HiI/, PA 17011-4906 717-612-5802 Date: July 22, 1998 By: -3. vs. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 96 - 3337 CIVIL JEAN ST. LOUIS, Plaintiff RICHARD ST. LOUIS, Defendant IN DIVORCE AND NOW, ORD't(t;URT ~ this ( day of 1999, the economic claims raised in the proceedings having been resolved in accordance with a marital settlement agreement dated December 17, 1998, the appointment of the Master is vacated and counsel can file a praecipe transmitting the record to the Court requesting a final decree in divorce. er, P.J. ce: Wayne M. Pecht Attorney for plaintiff Marilyn C. Zi11i Attorney for Defendant _ C~..:...., t'1>~L..~J.. ,} 5/ 'i'l : ...J ."1 . MARITAL SETTLEMENT AGREEMENT this 17 ~ day 1J..;C.l""U" , 199B, is THIS AGREEMENT, made by and between JEAN ST.LOUIS, 660 Boas Street, Harrisburg, Dauphin County, Pennsylvania, party of the first part, hereinafter referred to as "Wife"/ and RICHARD ST.LOUIS, 23 South 39th Street, Camp Hill, Cumberland County, Pennsylvania, party of the second part, hereinafter referred to us "Husband." WITNESSETH I WHEREAS, the parties were married on June 14, ~9707 WHEREAS, certain difficulties have arisen between the parties hereto which have made them desirous of living separate and apart from one another and Wife has initiated an action in divorce against Husband/ WHEREAS, the parties desire to settle completely the economic and other rights and obligations between each other including, without limitation: the ownership and equitable distribution of marital property; the past, present and future support, alimony, alimony pendente lite and/or maintenance of ei ther of them / and in general, any and all other claims and possible claims by one against the other or against their respective estates; 1 WHEREAS, both parties agree to relinquish any and all claims which either may have against any property now owned or belonging to the other or which may hereafter be acquired by either of them by purchase, gift, devise, bequest, inheritance and otherwise except as to the obligations, covenants and agreements contained herein/ WHEREAS, the parties hereto, Husband being represented by Marilyn C. zil1i, Esquire and Wife being represented by Wayne M. Pecht, Esquire have each made to the other a full and complete disclosure of all their assets of whatever nature and wherever situate, which disclosures are hereby acknowledged by each party hereto and by their respective attorneys/ and WHEREAS, the parties hereto have mutually entered into an agreement for the division of their assets, provision for the liabilities they owe, and provision for the resolution of their mutual differences, after both parties have had full and ample opportunity to consult with an attorney, and the parties now wish to have that agreement reduced to writing. NOW, THEREFORE, the parties hereto, in consideration of the above recitals, the mutually made and to be kept promises set forth hereinafter, and for other good and valuable considerations, and intending to be legally bound and t~ ~ega~~y 2 bind their heirs, successors, assigns, representatives, do hereby covenant, promise, follows: and personal Gmi at;r- 811 1. ASSETS AND LIABILITIES A. Assets: The parties agree that they are the joint owners of the fOllowing marital assets and that these assets are valued as indicated: 1. Proceeds from the sale of the marital residence at 909 Eppley Road, Mechanicsburg, Pennsylvania in the amount of $30,2B3.35, which funds were deposited into the trust account of the law firm of Fetterhoff and zil1i on March 27, 1998/ 2. Wife's personal injury settlement in the ftmount of at least $19,172.00; 3. 1990 Ford Ranger; 4. 1996 Jeep Cherokee/ 5. Wife's Cumberland Crossing IRA; 6. Wife's bank accounts; 7. Husband's bank accounts; B. Savings bonds; 9. Husband's state Employees' Retirement account; 10. Husband's Deferred compensation account/ 3 each party/ the standard of living of the parties established during the marriage; and the economic circumstances or each party at the time tho division of property is to become effective. B. Distribution of assets and liabilities. The parties agree that distribution of their assets and liabilities shall be made as follows: 1. Seventy-five (75\) percent of the proceeds from the sale of the marital residence, or the sum of $22,712.51, shall be awarded to Wife. However, out of this sum, Wife agrees to pay $7,000.00 of the outstanding educational loan debt to the Sallie Mae Servicing Corporation. Accordingly, parties agree that a check drawn on the trust account of Fetterhoff and Zi11i in the amount of $15,712.51 shall be issued to wife and a check in the amount of $7,000.00 drawn on the same account shall be issued to the Sallie Mae Servicing corporation. The balance of the house proceeds, or tha sum of $7,570.84, shall be awarded to Husband. Accordingly, the parties agree that a check drawn on the trust account of Fetterhoff and Zi11i in this amount shall be issued to Husband. Husband shall be solely responsible for paying the balance due on the Sallie Mae Servicing Corporation debt, 2. The entirety of the personal injury settlement shall be credited to Wife. 5 3. possession shall Husband. The 1990 Ford Ranger currently in Husband's become the sole and exclusive ,pro,pert,y of 4. The 1996 Jeep Cherokee currently in wife's possession shall become the sole and exclusive property of Wife. 5. The IRA, savings bonds, profit sharing plan and Wife's bank accounts shall become the sole and exclusive property of Wife/ 6. Husband's bank accounts, the Deferred Compensation account and the cash surrender value of the life insurance shall become the sole and exclusive property of Husband/ 7. Concerning Husband's state Employees' Retirement account, the parties agree that when this account goes into pay status, Wife shall receive 50.45% of the monthly payment due Husband and Husband shall receive the balance of said monthly payment. In order to authorize and effectuate this distribution, Wife agrees to secure a Qualified Domestic Relations Order from the Cumberland County Court of Common Pleas. All documents necessary to secure such Order and the Order itself shall be prepared by Wife's attorney within thirty (30) days of the signing of this Agreament. The documents shall be ~bject tu approval by Husband and the state Employees' Retirement account administrator. Husband agrees to cooperate f~lly and in a timely 6 manner with Wife or Wife's attorney in securing the QDRO referenced herein. A::' 1 fees and costs associated with the preparation of these documents shall be the sole responsibility of wife. 8. concerning their personal property, the parties hereto mutually agree that except as indlcated herein, they have effected a satisfactory division of the furniture, household furnishings, app1 iances, and other household and 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 possession, whether said property we. h.r8to~o~. owned jointly or individually by the parties hereof, and this agreement shall have the effect of an assignment or receipt from each party to the other for such property as may be in the individual possession of each of the partie'3 hereto, the effective date of said bill of sale to be ~ontemporaneous with the date of the execution of this Agreement. 3 . ALIMONY A. Duration and extent of Husband's ob1iQation: The parties agree Husband shall be obligated to pay Wife alimony in the amount of $403.B5 biweekly or $B75.00 per month to coincide with Husband's salary payment schedule ($403. B5 biweekly is 7 equivalent to $B75.00 per month) for seven (7) years, as of the effective date of this Agreement, his obligation to ~erm1n~~e no later than the last day of the B4th month from the date the Agreement has been signed by him or by Wife, whichever party signs the Agreement first, if all payments due hereunder have been timely made. A copy of this Agreement shall be provided to the Cumberland County Domestic Relations Office which will be concomitantly be authorized to terminate the spousal support order (Docket No. 1133 S 1996, PACSES Case No. 221000026) currently in effect against Husband, assuming Husband's fulfillment of the obligation set forth in Paragraph 3D. of this Agreement, infra, relating to spousal support arrears. B. Modifioation of ob1iaation: The parties further agree that Husband's alimony obligation as defined herein is absolute and shall not be subject to modification either upward or downward by the Cumberland county Court of Common Pleas, the Cumberland county Domestic Relations Office or by any other court in any other jurisdiction. c. Termination of ob1iaation: The parties further agree that Husband's alimony obligation shall automatically terminate once any aliroony due in the B4th month after the Agreement is signed by either Husband or Wife, whoever signs first, has been paid. No additional obligation shall accrue after that date and Wife expressly waives herein her right to 8 4. PDn A. Except as provided herein, each of the parties hereto covenants and agrees that he or she has not in the past and will not at any time in the future incur or contraot any debt, charge or liability for which the other party, their legal representatives, or their property or estate may become liable/ and each of them further covenants at all times to keep the other free, harmless, and indemnified of and from all debts, charge. and liabilities hereafter or heretofore contracted by them, except as hereinafter provided. petition for an extension of this obligation under any circumstances. The parties further agree that tbe atoresaid alimony obligation shall automatically terminate upon wife's death, remarriage, or cohabitation with any person not related to her by blood, marriage or adoption. D. Husband further agrees that on or before the effective date of this Agreement, he shall have paid in full whatever sum the cumberland County Domestic Relation's Office lists as arrearages on the existing spousal support order (Docket No. 1133 S. 1996, PACSES Case No. 221000026) against him. The amount shall be paid in addition to the alimony obligation set forth herein. 9 B. The parties agree that Husband shall be responsible for the debt on the credit cards and bank cards in his name and that Wife shall be responsible for the debt on the credit cards and bank cards in her name. C. The parties agree, as heretofore provided, that Wife shall be responsible for $7,000.00 of the debt to the Sallie Mae Servicing corporation and that Husband shall be responsible for the balance of this debt. 5. TAX CONSEOUENCES By this Agreement, the parties have intended to effectuate an equitable division of their marital property. The parties have determined that such division conforms to a right and just standard with regard to the rights of each party. The divisiQn of existing marital property has not, except as may be othe~~ise expressly provided herein, been intended by the parties to constitute in any way a sale or exchange of assets and the division is being effected without the introduction of outside funds or other property not constituting a part of the marital estate. As a part of the division of the marital properties and the marital settlement herein contained, the parties hereby 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. 10 The parties acknowledge that other than as set forth herein, the parties intend to be bound and follow ell Int.rnel Revenue Codes, rulings and regulations as they relate to the assets that they are receiving. It is the understanding of the parties that the alimony payments paid by Husband to Wife pursuant to Paragraph 5. of this Agreement will be fully deductible by Husband for Federal Income Tax purposes. 6. HEALTH INSURANCE The parties agree that effective upon the signing of this Agreement each shall be responsible for maintaining his/her own health insurance. 7. LIFE INSURANCE The parties acknowledge that they each own one or more insurance policies on their lives. The parties agree that effective upon the signing of this Agreement each shall be responsible for maintaining his/her own insurance, the beneficiary to be selected at will by each. 11 8. COUNSEL FEES. COSTS AND EXPENSES Each party is represented by counsel Q~ ll.is Dr her choice and each agrees to pay his or her own legal fees, costs and expenses, without claim against the other, unless otherwise provided by Order of Court. 9. BANKRUPTCY OR REORGANIZATION PROCEEDINGS The parties agree that none of the obligations created by this Agreement, whether in Husband or in Wife, shall be discharged or dischargeable in any bankruptcy or financial reorganization proceeding initiated by either, regardless of federal or state law to the contrary. 10. WAIVER OF CLAIMS AGAINST ESTATES AND MUTUAL RELEASE Except as otherwise herein provided, each party hereto may dispose of his or her property in any way and each party hereby waives and relinquishes any and all right he or she may now have or hereafter acquire, under the present or 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, thirds, courtesy, allowance, widow's or widower's allowance, homestead rights, right to ta'ke in intestacy, right to take against the will of the other, and right to act as administrator/executor of the other's estate and each 12 party will, at the request of the other, execute, acknowledge and deliver any and all instruments which may ba necessary or advisable to carry into effect this mutual waiver and relinquishment of all such interests, rights and claims. The parties waive and release any and all rights to the other's estate, including the rights of set-off, any and all distributive shares and any and all rights of election provided for by the laws of this or any other state or jurisdiction. Each of the parties hereto by these presents, for himself or herself, his or her heirs, executors, administrators, or assigns, does remise, release, quit claim and forever discharge the other party hereto, his or her heirs, ~cutors, administrators or assigns or any of them, of any and all claims, demands, damages, action, causes of action, or suits at law, or in equity, of any kind or nature, for or because of any matter or thing done, omitted or sufferod to be done by said other party prior to and including the date hereof/ the parties specifically waive any and all rights that they may have to equitable distribution of marital property and/or alimony and counsel fees or any other marital rights as provided in the Pennsylvania Divorce Code, or any amendment. 13 11. AGREENENT BINDING ON HEIRS Except as may otherwise be provided, th~:s :!\.9T1!Iement shall be binding on the parties hereto and on their respective heirs, executors, administrators, successors and assigns. 12. BREACH In the event that any of the provisions of this Agreement are breached or violated by either of the parties, the other party shall be entitled to enforce this Agreement by an appropriate action in law or in equity or to take any other action to which they are lawfully entitled to enforce this agreement or otherwise protect their rights. In the event that such action is commenced by one of the parties and the other party is found to have breached or violated any of the terms and provision of this Agreement, the party having so violated or breached the Agreement, shall be responsible for and shall promptly pay upon demand the reasonable attorney's fees and expenses for any services incurred by the other party to enforce their rights hereunder. 14 13. ADDITIONAL INSTRUMENTS Each of the parties from time to time, at the ~equest of the other, shall 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 provisions of this Agreement. 14. ADDRESS OF PARTIES As long as any obligations remain to be performed pursuant to the provisions of this Agreement, each party shall have the affirmative obligation to keep the other informed of his or her residence address, and shall promptly notify the other in writing of any change of address by giving the new residence address. 15. 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, and that it is not the result of any duress or undue influence. The parties hereto specifically agree that this Agreement is entered 15 into voluntarily and is in lieu of the right of either party to seek equitable distribution of the marital property pursuant to the terms and provisions of the Divorce Code of 19BO, as amended. 16. E~IRE AGREEMENT Each of the parties is aware of the financial resources of the other and each of them understands the nature and effect of this Agreement and believe it to be fair and reasonable, and the parties have incorporated herein their entire understanding and agree that no oral statements or prior written matter extrinsic to this Agreement shall have any force and effect. 17. DIVORCE TO BF. COMPLETED , The parties hereto agree to enter into a mutual consent divorce pursuant to Section 3301(c) of the Pennsylvania Divorce Code of 19BO, as amended. Wife agrees to pursue the divorce and to be the Plaintiff therein. wife further agrees to complete the divorce, by preparing and filing all documents necessary for the issuance of a decree, including the Praecipe to Transmit, within ten (10) days of the transmittal of the QDRO referenced in Paragraph 3D. of this Agreement, suora, to Husband's employer. Wife agrees finally to provide Husband, without cost, a ~ertified copy of the divorce decree. 16 lB. NO MERGER IN DIVORCE It is agreed, covenanted and stipu1a~ed that this Agreement shall be incorporated in any decree in divorce hereinafter issued by the Cumberland County Court of Common Pleas, tor the purposes of enforcement of the contractua: obligations of the parties hereto pursuant to the relevant provisions of the decree. This Agreement shall not be merged in any such decree but shall in all respects survive the same, shall be entirely independent thereof, and shall be forever binding and conclusive upon the parties. 19. MODIFICATION AND WAIVER A modification or waiver of any of the provisions of this Agreement shall be effective if only 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. 20. EFFECT OF REMARRIAGE The parties agree that in the event of a remarriage by either, each will enter into such remarriage subject to the terms and conditions of this Agreement, except that in the case of a remarriage by Wife prior to the expiration of the term of 17 Husband's alimony obligation (see Paragraph 5, suora), such remarriage will result in an automatic termination o~ HII..handJ. alimony obligation under the said Paragraph. 21. ~FTER ACOUIRED PERSONAL PROPERTY Each of the parties shall hereafter own and enjoy, independently of any claims or right of the other, all items of personal property, tangible or intangible, hereafter acquired by him or her, with full power in him or her to dispose of the same as fully and effectively, in all respect and for all purpose, as though he or she were unmarried. 22. ~TE OF EXECUTION The Udate of execution" or nexecution date" of this Agreement shall be defined as the date upon which it is executed by the parties if they have each executed the Agreement on the same date. Otherwise the "date of execution" or "execution date" of this Agreement shall be defined as the date of execution by the party first executing this Agreement. 23. INDEPENDENT SEPARA~E COVENANTS It is specifically understood and agreed by and between the parties hereto that each paragraph hereof shall be deemed to be a separate and independent covenant and agreement. If any 18