HomeMy WebLinkAbout96-06776
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IN THE COURT
OF COMMON
OF CUMBERLAND COUNTY
STATE OF
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PENNA,
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weNDA K. pAULUS,
:\ o. 96 - 6776
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Plaintiff
CIVIL ACI'ION - IJ\W
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GEORGE W. PAULUS I
oefendant
DECREE IN
DIVORCE
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it is ordered and
AND NOW.
., , . ,.. plaintiff.
, , , .. defendant.
decreed that
. ~'Pi\ K... PA~USJ.
and _... .GEORGE .w. .PAULUS.. .
are divorced from the bonds of matrimony.
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The court retains jurisdiction ot the following claims which have
been raised of record in this action for which a final order has not yet
been entered;
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WONDA 1<. PAULUS, IN THE COURT OF COMMON PLEAS OF
Plaintitt CUMBERLAND COUNTY, PENNSYLVANIA
vs. NO. 96 - 6776 CIVIL
GEORGE W. PAULUS,
Defendant IN DIVORCE
THE MASTER: Today is Thursday, December 11, 1997.
This is the date that we had set tor a conference with the
parties in the above captioned divorce case to discuss the
pending economic issues.
Present in the hearing room are the Plaintiff,
Wonda 1<. Paulus, and her counsel Carol J. Lindsay, and the
Oetendant George W. Paulus, and his counsel Hubert X. Gilroy.
A divorce complaint was filed on December 13, 1996/
raising grounds for divorce of irretrievable breakdown of the
marriage. Counsel are in the process of preparing affidavits of
consent and waivers of notice of intention to request entry of
divorce decree, and following the session here this afternoon,
the parties are going to execute those documents which they will
file with the Prothonotary. The divorce will, therefore, be
able to be concluded under section 3301(c) of the Domestic
Relations Code.
The claim of equitable distribution was raised on
August 8, 1997, by husband. The complaint raised the economic
claim ot alimony and it is the Master's understanding that the
alimony claim has been waived by the Plaintiff. The Master
, ~
e~pects that the agreement that is going to be placed on the
record will deal with the status of the economic claims,
including alimony and counsel fees and expenses.
The Master has been advised that an agreement has
been reached today after negotiations and the agreement is going
to be placed on the record in the presence of the parties and
counsel. The agreement as placed on the record will be
considered the substantive agreement and will not be subject to
any changes or modifications subject to any correction of
typographical errors which may be made during the transcription.
consequently when the parties leave here today the agreement
will be entered on the record and will be the agreement of the
parties and not subject to any modifications. On occasion the
Master requests that the parties return to affix their
signatures by way of affirmation of the agreement that is being
entered on the record; however, with the concurrence of counsel,
we are going to dispense with the requirement of the signing of
the document by the parties and counsel.
Following the statement of the agreement on the
record and the transcription thereof and the filing of the
affidavits, the Master will prepare an order vacating his
appointment after which counsel can file a praecipe transmitting
the record to the Court requesting a final decree in divorce.
Mr. Gilroy.
MR. GILROY: As I understand the agreement, we have
a number of items with respect to resolution of the economic
issues and the divorce and they are as follows:
1. The proceeds from the sale of the marital home,
which are held in an escrow account with Broujos &
GilroYi with an estimated value of $11,585.53
plus any interest, if any, accrued on that figure
since the date of the last statement, shall be paid
to attorney Carol Lindsay as attorney for Wonda K.
Paulus and shall be the e~clusive property by
Plaintiff, Wonda K. Paulus. Mr. Paulus shall
have no claim on those monies.
2. Mr. Paulus has a defined pension plan through his
employment with Carlisle syntec. Mr. Paulus shall
have exclusive ownership of that plan and Ms.
Paulus shall not have any claim or interest in the
defined benefit retirement plan.
3. Ms. Paulus has an investment and savings plan
through her employment. Ms. Paulus shall be
exclusive owner of that plan and Mr. Paulus
shall have no claim or ownership in the plan of
Ms. Paulus through her employment.
4. A 1990 Chevrolet Blazer was titled in Ms. Paulus'
name and was marital property. This vehicle has
been sold. Mr. Paulus makes no claim from the
proceeds from the sale and all proceeds from that
sale of that vehicle shall be the exclusive and
sole property of Ms. Paulus.
5. Mr. Paulus owns a 1987 Chevrolet Silverado in his
own name. He shall maintain exclusive ownership
of that vehicle and Ms. Paulus shall have no claim
of ownership with respect to that vehicle.
6. Mr. Paulus has an employees' incentive savings plan
through his employment with Carlisle Syntec. The
parties agree that a Qualified Domestic Relations
Order will be prepared whereby a portion of that
employees' incentive savings plan shall be assigned
to Ms. Paulus.
The portion assigned shall be equal to a value of
$40,000.00 in said plan as of December 11, 1997,
plus any interest accruing on the said value of
I .
$40,000.00 between the date of December 11, 1997,
and the date of the actual allocation of those
funds into Ms. Paulus' name.
The attorney for Mr. Paulus will prepare the
Qualified Domestic Relations Order and all
associated documents pertaining to the transfer of
the fund into Ms. Paulus' name and, after approval
of that Qualified Domestic Relations Order by the
attorney for Ms. Paulus, the documents shall be
submitted to the Court and Carlisle syntec.
All remaining monies, which includes stocks and
mutual funds in the employees' incentive savings
plan shall remain the sole and exclusive property
of Mr. George W. Paulus.
It is anticipated that it will rollover into a
tax sheltered plan for Ms. Paulus with no tax
consequences to either party.
7. The parties own jointly real estate located on
Potato Road in Upper Frankford Township. The
property is currently listed with a realtor for
sale. The parties shall continue to maintain
the property as listed for sale and, upon sale of
the property and payment of customary closing
costs, the parties shall split equally the proceeds
from the sale of that real estate. The parties
will consult one with the other in any reduction
in the offering price of the property and will
agree upon the sale price.
8. The above distribution of assets shall constitute a
distribution of marital assets of the parties and
each party wavies any further claim against the
other party in connection of further equitable
distribution of marital assets and also in
connection with any claims for alimony, counsel
fees, reimbursement for costs, or any other claims
under the divorce action.
Each party agrees to incur their own attorney
fees.
9. There is currently an alimony pendente lite order
entered against Mr. Paulus in favor of his wife,
Wonda K. Paulus, at the Cumberland County Domestic
Relations Office at DR No. 26194. Upon the payment
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of the mentioned $11,585.53 in the Broujos & Gilroy
escrow account to attorney Carol Lindsay, the
alimony pendente lite order shall be terminated
with the effective date to be the date the said
monies were paid to attorney Carol Lindsay. Mr.
Paulus shall have no further obligation for alimony
pendente lite or support of his wife pending
consummation of the divorce.
10. The parties shall equally divide the cost of the
court reporter's fee for the Master.
11. Ms. Paulus' counsel will file the necessary
documents to finalize the divorce action.
12. 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 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,
statutory allowance, widow's allowance, right of
intestacy, right to take against the will of the
other, and right to act as administrator or
executor in the other's estate. Each will at the
request of the other execute, acknowledge, and
deliver any and all instruments which may be
necessary or advisable to carry into effect this
mutual waiver and relinquishment of all such
interests, rights, and claims.
MR. GILROY: Mr. Paulus, you've been present here
while I've dictated the proposed agreement in front of your wife
and her attorney and the Master; is that right?
MR. PAULUS: Yes.
MR. GILROY: Are you satisfied with the terms of
that agreement and are you willing to enter into a total
settlement of all claims with your wife pursuant to the terms of
that agreement?
MR. PAULUS: Yes
HR. GILROY: Are you satistied that you've had the
opportunity to obtain information concerning allot your marital
assets and including allot your wife's assets?
HR. PAULUS: Yes.
HR. GILROY: And have you disclosed, to the best of
your ability, all of the assets that are in your name to your
wite and her attorney?
HR. PAULUS: Yes.
MR. GILROY: And are you in consent to have an
order issued by the Court incorporating all of the terms that we
have just set forth?
MR. PAULUS: Yes.
MS. LINDSAY: Ms. Paulus, did you hear the terms
ot the agreement dictated by Mr. Gilroy?
MS. PAULUS: Yes.
MS. LINDSAY: And are those terms satisfactory to
you?
HS. PAULUS: Yes.
MS. LINDSAY: Are you satisfied that you have
received all of the information to enable you to come to an
agreement today from Mr. Paulus and his attorney?
MS. PAULUS: Yes.
MS. LINDSAY: Have you provided to them all
intormation regarding any marital assets which you have
d:\paululi\l"(lmphlint.div rile' 5151-WI-lJl
WONDA K. PAULUS,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - DIVORCE
Plaintiff
VB.
GEORGE W. PAULUS,
NO. 96. (( ))1.,
IN DIVORCE
CIVIL TERM
Defendant
NQIlCf
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth in the
following pages. you must take prompt action. YOl. are warned that if you fail to do so. the case may
proceed without you and a decree of divorce or annulment may be entered against you by the Court.
A judgment may also be entered against you for any other claim or relief requested in these papers by
the Plaintiff. You may lose money or property or other rights important to you. including custody or
visitation of your children.
When the ground for the divorce is indignities or irretrievable breakdown of the marriage. you
may request marriage counseling. A list of marriage counselors is available in the Office of the
Prothonotary at the Cumberland County Court House, Carlisle, Pennsylvania, 17013.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY. DIVISION OF PROPERTY, LAWYERS FEES OR
EXPENSES BEFORE A DECREE OF DIVORCE OR ANNULMENT IS GRANTED. YOU MAY LOSE THE
RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A
LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO
FIND OUT WHERE YOU CAN GET LEGAL HELP.
COURT ADMINISTRATOR, FOURTH FLOOR
CUMBERLAND COUNTY COURT HOUSE
CARLISLE. PENNSYLVANIA 17013
(717) 240-6200
FLOWER. MORGENTHAL FLOWER & LINDSAY. P.C.
Attornevs for Plaintiff
By:
{~/l;('\/()..f' ,
/~~Iol J. lindSey, Esquire
_ 10 /I 44693
11 East High Street
Carlisle, PA 17013
(717) 243.5513
Date: I' / 2 L' /1./ 'I
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WONDA K. PAULUS, I IN THE COURT OF COMMON PLEAS OF
Plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA
I
v , 96 - 6472 CIVIL T~RH
.
.
GEORGE W. PAULUS, .
.
Defendant I IN DIVORCE
AFFIDAVIT OF CONSENT AND
WAIVER OF NOTICE OF IN'l'ENTION TO REQUEST
ENTRY OF A DIVORCE DECREE UNDER
SECTION 3301 fa) OF THE DIVORCE CODE
1. A Complaint in divorce under Section 3301(C) of the Divorce
Code was filed on December 13, 1996.
2. The marriage of the Plaintiff and Defendant is irretrievably
broken and ninety days have elapsed from the date of the filing of
the Complaint.
3. I consent to the entry of a final decree of divorce without
notice.
4. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted.
5. 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.
6. I have been advised of the availabili ty of marriage counseling
and understand that I may request that the Court require
counselling. I do not request that the Court require counselling.
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: ~t'{'
J I. Jr; C} ''}
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Wonda K. Paulus/Pla nti!
.
, .
WONDA K. PAULUS, I IN THE COURT OF COMMON PLEAS OF
Plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA
I
v . 96 - 6472 CIVIL TERM
.
.
.
GEORGE W. PAULUS, .
.
Defendant . IN DIVORCE
.
DEFENDANT'S AFFIDAVIT OF CONSENT, ACCEPTANCE OF
SERVICE AND WAIVER OF NOTICE OF IN'l'ENTION TO REQUEST ENTRY
OF A DIVORCE DECREE UNDER SECTION 3301 (C) OF THE DIVORCE CODE
1. A Complaint in divorce under Section 330l(C) of the Divorce
Code was filed on December 13, 1996.
2. Defendant acknowledges receipt and accepts service of the
Complaint on or about .
3. The marriage of the Plaintiff and Defendant is irretrievably
broken and ninety days have elapsed from the date of the filing of
the Complaint.
4. I consent to the entry of a final decree of divorce without
notice.
5. 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.
6. 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.
7. I have been advised of the availability of marriage counseling
and understand that I may request that the Court require
counselling. I do not request that the Court require counselling.
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. S4904 relating to unsworn
falsification to authorities.
Date: J::Z ,../1- q 7
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WONDA K. PAULUS, IN THE COURT OF COMMON PLEAS OF'
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
I
I CIVIL ACTION - LAW
I
vs, I NO. 96-6776 CIVIL 19
GEORGE W. PAULUS, I
Defendant I IN DIVORCE
STATUS SHEET
DATE I
7/15/97
ACTIVITIES:
Pretrial statements due 8/11/97
1'-/"/11
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OFFICE OF DIVORCE MASTER
CUMBERLAND COUNTY
COURT OF COMMON PLEA3
9 North Hanover Street
Carlisle, PA 17013
(717) 240.6535
I. Robert IlIeker, II
Divorce Master
Treel Jo Colyer
Olllee Man80erlReporler
we.' Shore
697-0371 Ext. 6535
July 15, 1997
Hubert X. Gilroy, Esquire
BROUJOS & GILROY, P.C.
4 North Hanover street
Carlisle, PA 17013
carol J. Lindsay
FLOWER, MORGENTHAL, FLOWER
& LINDSAY, P.C.
11 East nigh street
carlisle, FA 17013
RE: wonda K, paulus vs. George W. paulus
No. 96 - 6776 civil
In Divorce
Dear Ms. Lindsay and Mr. Gilroy:
By order of court of president Judge Harold E. Sheely
dated July 11, 1997, the full-time Master has been appointed in
the above referenced divorce proceedings.
A divorce complaint was filed on December 13, 1996,
raising groundS for divorce of irretrievable breakdown of the
marriage. The complaint alsO raised the economic issue of
alimony. No claims have been raised for equitable distribution
or counsel fees and costs.
I am going to proceed on the basis that groundS for
divorce are not an issue and that each of the parties will sign
and file an affidavit of consent prior to the hearing. Based on
that assumption, I am directing each counsel to file a pre-trial
statement in accordance with P.R.C,P. 1920.33(b) on or before
Monday, August 11, 1997. upon receipt of the pre-trial
statements I will immediately schedule a pre-hearing conference
with counsel to discuSS the issues and, if necessary, schedule a
hearing.
I note that the motion for appointment of Master
indicates that equitable distribUtion has been raised; however,
no pleadings have been filed raising that claim, and althOugh
the motion for appointment of Master indicates that there is an
issue with respect to equitable distribution, if the Master is
WONDA K. PAUI,US,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96 - 6776 CIVIL
vs.
GEORGE W. PAULUS,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
ORDER AND NOTICE SETTING HEARING
TO: Wonda K. Paulus , Plaintiff
Carol J. Lindsay , Counsel for Plaintiff
George W. Paulus , Defendant
Hubert X. Gilroy , Counsel for Defendant
You are directed to appear for a hearing to take
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street, Carlisle, Pennsylvania on the 19th day
of Mllr"h , 1998, at 9:00 a.m., at which
place and time you will be given the opportunity to present
witnesses and exhibits in support of your case.
By the Court,
~~ \==
Harold E. Sheely,
.Iud'I"
Date of Order and
Notice: 11/14/97
By:
Divorce Master
IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR
TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN
GET LEGAL HELP.
COURT ADMINISTRATOR
FOURTH FLOOR, EAST WING
CUMBERLAND COUNTY COURTHOUSE
CARLISLE, PA 17013
TELEPHONE (717) 240-6200
.
WONDA K. PAULUS,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96 - 6776 CIVIL
vs.
GEORGE W. PAULUS,
Defendant
IN DIVORCE
RE:
Pre-Hearing Conference Memorandum
DATE: Friday, November 14, 1997
Present for the Plaintiff, Wonda K. Paulus, is
attorney Carol J. Lindsay, and present for the Defendant, George
W. Paulus, is attorney Hubert X. Gilroy.
A divorce complaint was filed on December 13, 1996,
raising grounds for divorce of irretrievable breakdown of the
marriage and the economic claim of alimony. Counsel have
advised that the parties will sign and file affidavits of
consent so that the divorce can conclude under Section 3301(c)
of the Domestic Relations Code.
On August 8, 1997, husband filed a claiM for
equitable distribution. Attorney Lindsay has indicated that her
client will waive her alimony claim but that she does intend to
file a claim for counsel fees and expenses.
The parties were married on August 4, 19B9, and
separated August 19, 1996. They are the parents of a minor
child, Cassandra, born November 1B, 1989, This is wife's first
marriage and husband's third marriage. Husband has emancipated
children to a prior relationship.
wife is JJ years of age and resides at 249 Neil
Road, Shippensburg, Pennsylvania, where she lives with the
daughter. Wife is a high school graduate and works for
Reeves-Hoffman doing labor type work. Her net monthly income is
$998.00. Currently wife is receiving $40.00 per week as alimony
pendente lite and child support of $98.00 per week. Wife has
not raised any health issues, Medical insurance is available
through her employment.
Husband is 61 years of age and resides at 1760
Sterrets Gap Avenue, Carlisle, Pennsylvania, where he lives
alone. He is a high school graduate and does labor work for
Carlisle syntec. His monthly net income is $2,166,00. He has
not raised any health issues.
.
The parties OWned real estate at 2268 Pine Road,
Newville, Pennsylvania, which was sold. The net proceeds from
the sale of that real estate are being held by attorney Gilroy
in an escrow account, The balance of that account is
approximately $11,660.00.
Husband has a lot on Potato Road, Upper Frankford
Township in his name only which is a marital asset. The lot is
currently listed for sale and hopefully that will establish,
when the lot is sold, the market value for purposes of equitable
distribution. Otherwise, husband has suggested that the lot is
worth $5,000.00. The lot is currently listed for $10,000.00.
Husband has a pension with Carlisle Syntec and
attorney Lindsay indicated that she is going to have that
pension evaluated by an expert. Husband is also a participant
in a 401(k) with Carlisle Syntec. Mr, Gilroy is going to
provide the date of marriage value in the account, the date of
separation value in the account, and the current value in the
account. Attorney Lindsay will then hopefully be able to arrive
at a suggested marital value for that asset.
With respect to the household tangible personal
property, counsel perhaps will not raise any issues nor place
any values on any household tangible personal property. Mr.
Gilroy indicated that he needs to confer with his client before
being certain that that iR the position that he is going take.
There are two vehicles, a 1990 Chevrolet Blazer
which wife has possession of, and a 1987 Chevrolet Silverado
which is in husband's possession. Counsel agree that the Blazer
is worth $5,000.00; however, there is a disagreement as to the
value of the Silverado and attorney Lindsay is going to have
that vehicle appraised or use a blue book value. Husband says
the value of the Silverado is $500.00 and he bases that value
apparently on the fact that the vehicle has high mileage. Mr.
Gilroy has indicated that he will ask his client to have the
vehicle appraised by a local Chevrolet dealer.
Counsel agree that wife has an investment savings
account which is marital, which has a value of around $395,00.
There is an issue with respect to any credit which
husband should be entitled to receive for payment of marital
debt. The issue arises out of hUSband'S payment of mortgage
payments from the withdrawal of funds from his 401(k). The
question that is being raised is whether or not he needed to
withdraw that money to specifically pay the mortgage payment or
whether he used those funds for other purposes. There are some
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WONDA K. PAULUS, : IN THE COURT OF COMMON PLEAS OF
Plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA
.
.
.
VS . NO. 96 - 6776 CIVIL TERM
.
.
.
GEORGE W. PAULUS, .
.
Defendant : IN DIVORCE
PRE-TRIAL STATEMll:NT
Defendant, George W. Paulus, by his attorneys, Broujos & Gilroy,
PC, sets forth the following in accordance with Pennsylvania Rule
of Civil Procedure 1920.33(b):
1
Defendant George W. Paulus resides at 1760 Sterrets Gap Avenue,
Carlisle, PA.
He was born on October 30, 1936.
He married
Plaintiff Honda K. Paulus on August 3, 1990. The Wife is 33 years
old. The parties separated in August, 1996 when the wife left the
marital home.
2
The parties are the natural parents of Cassandra A. Paulus born
November 18, 1989. The minor child is in the custody of the Wife.
Husband is paying $98.00 per week in support for the minor child
and $40.00 per week in alimony.
3
The assets of the parties are as follows:
A. The marital home of the parties was sold with various
loans paid off at settlement.
TJle remaining proceeds
from the sale are being held in an escrow account with
Broujos & Gilroy, PC with the aurrent balance being
$11,660.06.
B. Husband has a defined pension benefit through his
employment with Carlisle Syntec. This Plan has aTl
estimated current fair market value for marital property
purposes of $11,180.99.
C. The parties own an unimproved lot on Potato Road along
the Conodoquinet Creek. This was purchased by Husband
after marriage and was purchased for $5,000.00.
D. Husband has a 401K Plan through Carlisle Syntec. The
Plan had a value at separation of approximately
$70,000.00. The Plan was started in January 1986, and
3.75 years of the Plan is pre-marital and 10 years would
be marital. 65% of the Plan is marital property which
suggests a marital property value of $45,500.00.
E. Wife has in her possession a 1990 Chevrolet Blazer which
is marital property and had a value at separation of
$5,000.00.
F. Husband has in his possession a 1987 Chevrolet Silverado
with mileage of 106,000 which has a separation value of
$500.00.
G. Wife has an investment and savings plan which has a
separation value of $395.00.
4
Husband works at Carlisle Syntec. An Income and Expense Statement
is attached. Husband has worked with Syntec for 27 year. and, at
60, anticipates retirement very soon.
5
This is Husband's second marriage. He has 3 children from his
prior marriage. Husband's net monthly earnings are approximately
$2,l66.00(as per November 1996 DRO conference).
6
Wife works at Reeves Hoffman. Her net monthly earnings are
approximately $967.00 (as per November 1996 DRO conference).
7
Husband is prepared to sign a Consent Affidavit for the divorce,
and Wife has indicated through counsel her willingness to do the
same.
8
Husband has filed a claim at the above term and number raising the
issue of equitable distribution in accordance with the July 15,
1997 letter from the Master.
9
Husband does not anticipate that expert witnesses will be needed at
the hearing at this time. If they are needed, they will be
providing testimony on pension evaluations.
20
Husband asserts that his age, anticipated retirement in 1998, the
short length of the marriage and other factors suggest that he is
entitled to more than 50% of the marital property. Husband's
proposal for resolution of this case is as follows:
A. Wife would receive the proceeds from the sale of the home
which proceeds are held in the escrow account. Wife
would a.lso receive hr:>r pension account, her vehicle and
B.
$20,000.00 from Hr.Paulus' 401K Plan through a ODRO.
Husband would retain the remaining monies in his pension
account and 401K Plan. Husband would also retain his
I
i
vehiale.
c.
The Potato Road property would be listed for sale with
the proceeds split between the parties.
i
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, I
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,
,
,
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!
Respectfully submitted,
G lr, re
BROUJOS & GIL OY, P.C.
4 North Hano er Street
Carlisle, PA 17013
717-243-4574
INCOME AND EXPENSE STATEMENT OF
~(J#-.J" ()J -r:iJulu (,
SSN 19V .211.9622 DRN,;) (, 1ft{- DATE$/vz--
\
THIS STATEMENT MUST BE FILLED OUT
(If you are self.employ'ed or It you are salaried by a business 01 which you are owner In whole or In pari, you must
also fill out the Supplemenllllncome Stltement which appears on the last page 01 this Income and Expense
Stltement.)
INCOME
,
(a) Wages/Salary 1 I 11 IPA
Employer & AddressCteLsl.<: Sy'/Tec - 1,Z(J()-;(,1K~~ Ikv!/ (N.Rkflt!'
Job Tille/Description L III '1lVJR .
Pay Period (weekly, bl.weekly, monthly) 'y.lt:!'e. KUj
Gross Pay per Pay Period .................................................................................................................... $ t..-' fi. o.~
Payroll Deductions:
81. SS"
Federal Withholding ..................$ _
Social Security ...........................$ If'/. 30
Local Wage Tax ..........................$ t: ,2"1
State Income. Tax .......................$ 'i:1'~
Reliremenl ........... ......................$ ..;z.O
Heaith Insurance ........................$f, ,<7
OtheL(specllYISlJffO~t.............$ ~. ~O
~~ltt ~~~:::::::::::::::::::::::: 3~~~. .2.(.0.''1
Net Pay per' Pay Period ...........................".........................;................................................................. $----.
(b) Other Income Wsek
Interest/Dividends ......................$
Pension/Annuity .........................$
Social Securlly ...........................$
Rents/Royallles ..........................$
Expense Account .......................$
Gifts ... ........................................$
Unomployment Compensation .$
Workmc..,'s Compensation ........$_
Total, Other Income .......................$--11.
Month Year
$ S
$ S
$ S
$ S .-- --".-
$ $
$ $
S S
S $----
$ S
4 INCOM~~2:T~TEMENT OF
I verify Ihat e statements made In this Income and bpense Stalt.
ment a"lru and correct I understand thaI 'alse stalements tleretn
a,e made sublecl to the penallles of 18 PaC S "90~lnO 10
unsworn talslflcatlulllO aU'hOrlll~' ~
Date 2'::"2r~l . ....
I I I 0 etendanl
EXPENSES
Home
Mortgage/Rant ................................"......
Maintenance ..,...,.......,.."....,............, ",...
Utllltlas (telephone, heating
electric, etc.) ........................................
Employment (transportation,
lu nches) .. ....., ..................... ................,.
Taxes
Real Estate ..............................................
Personal Property...................................
Income ,.,............ ".......,........,....., ,... ,. .,.,..,
Insurance
.Homeowners ............................,..."....,...,
Automobile .............. ..".................,.....,.,.,
L1le/Accldent/Health ...............,.........."..
Aut~;:~I;~.;~~~~'~~;~:..;~~;~;~~:.J:.W..
repairs) ...'...'}y.,"f:;!,~.tr.,f!if.-:..@.r,..,....
Medical' (""1'oJ
Doctor, Dentist, OrthodonlistO:<.1..f..m..f'f
HospJtal ...,...", ....... ..................... ......, ,. ,...
...._~!lclal (glasses, braces. etc.) ISS.fAA.rC
EdUtallon
Private, Parochial School.......................
College ......,.... ..,........,.,.............. .... ..........
Personal
Clothing ............. ........................ "...".......
Food .........................,........................".....
Other (household supplies,
barber, elc.) ..........................................
Credit payments and loans ....................
Miscellaneous
Household help/child care .....................
Entertainment (inc. papers,
books, vacation, pay TV, etc.) ............
GlftslChalltable c9,,}rlbullo s ..............
Legal Fees .....~.../+6.. ..iJL.....
Other child suppo~ alimony ,
payments .............................................
Other (specify) ..............................................
Total Expenses .............................................
Household
Week
$
$
$
$2.75
$
$
$
$
$ 'f.tR
$
$
$
$
$
$
$
$
$ j{ ()C
$ ~ ()()
$
$ ~
S
$ ~s: (JQ
$
$
$ :;"00
$
$l13, Ib
Child
Week
HCJusehold
Month
Child
Month
$~ $ $
$ $ $
$ $ ,jb6. 'f() $ ----
$ $ $
$ $ $
$_ $ I-
$ $ $
$ $ $
$ $ tt3 DO $
$__ $ $_.
$ $ $
$ $ \0.00 $
.
$ $ .:;) I. O() $
$ $ la.dO $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$_, $ dlf CO $
$ $ $
$ $ $ ---- ----
$ $ $
$ $ "-~7-CO $ ----
$ $ $
S $ $
$ $ - S
s %50 $ Sf!;!., 90 $_.
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WONDA K. PAULUS, . IN THE COURT OF COMMON PLEAS OF
.
Plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA
:
VS I NO. 96 - 6776 CIVIL TERM
I
GEORGE W. PAULUS, I
Defendant . IN DIVORCE
.
CLAIM FOR EQUITABLE DISTRIBUTION
Defendant George W. Paulus hereby requests your Honorable Court to
consider in the d.l.vorce action claims between the parties with
respect to equitable division of marital property.
re
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expects that the agreement that is going to be placed on the
record will deal with the status of the economic claims,
including alimony and counsel feee and expenses.
The Master has been advised that an agreement has
been reached today after negotiations and the agreement is going
to be placed on the record in the presence of the parties and
counsel. The agreement as placed on the record will be
considered the substantive agreement and will not be subject to
any changes or modifications SUbject to any correction of
typographical errors which may be made during the transcription.
Consequently when the parties leave here today the agreement
will be entered on the record and will be the agreement of the
parties and not subject to any modifications. On occasion the
Master requests that the parties return to affix their
signatures by way of affirmation of the agreement that is being
entered on the record; however, with the concurrence of counsel,
we are going to dispense with the requirement of the signing of
the document by the parties and counsel.
FOllowing the statement of the agreement on the
record and the transcription thereof and the filing of the
affidavits, the Master will prepare an order vacating his
appointment after which counsel can file a praecipe transmitting
the record to the Court requesting a final decree in divorce.
Mr. Gilroy.
MR. GILROY: As I understand the agreement. we have
a number of items with respeat to resolution of the economic
issues and the divorce and they are as follows:
1. The proceeds from the sale of the marital home,
which are held in an escrow account with Broujos &
Gilroy, with an estimated value of $11,585.53
plus any interest, if any, accrued on that figure
sinae the date of the last statement, shnll be paid
to attorney Carol Lindsay as attorney for Wonda K.
Paulus and shall be the exclusive property by
Plaintiff, Wonda K, Paulus, Mr. Paulus shall
have no claim on those monies.
2. Mr. Paulus has a defined pension plan through his
employment with Carlisle Syntec. Mr. Paulus shall
have exclusive ownership of that plan and Ms.
Paulus shall not have any claim or interest in the
defined benefit retirement plan.
3. Ms. Paulus has an investment and savings plan
through her employment. Ms. Paulus shall be
exalusive owner of that plan and Mr. Paulus
shall have no claim or ownership in the plan of
Ms. Paulus through her employment.
4. A 1990 Chevrolet Blazer was titled in Ms. Paulus'
name and was marital property. This vehicle has
been sold. Mr. Paulus makes no claim from the
proceeds from the Dale and all proceeds from that
sale of that vehicle shall be the exclusive and
sole property of Ms, Paulus.
5. Mr. Paulus owns a 1987 Chevrolet silverado in his
own name. He shall maintain exclusive ownership
of that vehicle and Ms. Paulus shall have no claim
of ownership with respect to that vehicle.
6. Mr. Paulus has an employees' incentive savings plan
through his employment with Carlisle Syntec. The
parties agree that a Qualified Domestic Relations
Order will be prepared whereby a portion of that
employees' incentive savings plan shall be assigned
to Ms. Paulus.
The portion assigned shall be equal to a value of
$40,000.00 in said plan as of December 11, 1997,
plus any interest accruing on the said value of
$40,000.00 between the date of December 11, 1997,
and the date of the actual allocation of those
funds into Ms. Paulus' name.
The attorney for Mr. Paulus will prepare the
Qualified Domestic Relations Order and all
associated documents pertaining to the transfer of
the fund into Ms. Paulus' name and, after approval
of that Qualified Domestic Relations order by the
attorney for Ms. Paulus, the documents shall be
submitted to the Court and Carlisle Syntec.
All remaining monies, which includes stocks and
mutual funds in the employees' incentive savings
plan shall remain the sole and exclusive property
of Mr. George W. Paulus.
It is anticipated that it will rollover into a
tax sheltered plan for Ms. Paulus with no tax
consequences to either party.
7. The parties own jointly real estate located on
potato Road in Upper Frankford Township. The
property is currently listed with a realtor for
sale. The parties shall continue to maintain
the property as listed for sale and, upon sale of
the property and payment of customary closing
costs, the parties shall split equally the proceeds
from the sale of that real estate, The parties
will consult one with the other in any reduction
in the offering price of the property and will
agree upon the sale price.
8. The above distributi.on of assets shall constitute a
distribution of marital assets of the parties and
each party wavies any further claim against the
other party in connection of further equitable
distribution of marital assets and also in
connection with any claims for alimony, counsel
fees, reimbursement for costs, or any other claims
under the divorce action.
Each party agrees to incur their own attorney
fees.
9. There is currently an alimony pendente lite order
entered against Mr, Paulus in favor of his wife,
Wonda K. Paulus, at the Cumberland county Domestic
Relations Office at DR No. 26194. upon the payment
of the mentioned $11,585.53 in the Broujos , Gilroy
escrow account to attorney Carol Lindsay, the
alimony pendente lite order shall be terminated
with the effective date to be the date the said
monies were paid to attorney carol Lindsay. Mr.
Paulus shall have no further obligation for alimony
pendente lite or support of his wife pending
consummation of the divorce.
10. The parties shall equally divine the cost of the
court reporter's fee for the Master.
11. Ms. Paulus' counsel will file the necessary
documents to finalize the divorce action.
12. 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 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 withol~t limitation,
statutory allowance, widow'S allowance, right of
intestacy, right to taKe against the will of the
other, and right to act as administrator or
executor in the other's estate. Each will at the
request of the other execute, acknowledge, and
deliver any and all instruments which may be
necessary or advisable to carry into effect this
mutual waiver and relinquishment of all such
interests, rights, and claims.
MR. GILROY: Mr. Paulus, you've been present here
while I've dictated the proposed agreement in front of your wife
and her attorney and the Master; is that right?
MR. PAULUS: Yes.
MR. GILROY: Are you satisfied with the terms of
that agreement and are you willing to enter into a total
settlement of all claims with your wife pursuant to the terms of
that agreement?
MR. PAULUS: Yes
MR. GILROY: Are you satisfied that you've had the
opportunity to obtain information concerning all of your marital
assets and including all of your wife's assets?
MR. PAULUS: Yes,
MR. GILROY: And have you disclosed, to the best of
your ability, all of the assets that are in your name to your
wife and her attorney?
MR, PAULUS: Yes,
MR. GILROY: And are you in consent to have an
order issued by the Court incorporating all of the terms that we
have just set forth?
MR. PAULUS: Yes.
MS, LINDSAY: Ms, Paulus, did you hear the terms
of the agreement dictated by Mr. Gilroy?
MS. PAULUS: Yes.
MS. LINDSAY: And are those terms satisfactory to
you?
MS. PAULUS: Yes.
MS, LINDSAY: Are you satisfied that you have
received all of the information to enable you to come to an
agreement today from Mr. Paulus and his attorney?
MS. PAULUS: Yes,
MS. LINDSAY: Have you provided to them all
information regarding any marital asset~ which you have
In the Court of Common Pleas of CIJMBERLAND County, Pennsylvania
DOMESTIC RELATIONS SECTION
WONDA K. PAULUS ) Dl..ktl NUllIllt' 96-6776 CV
Plaillllff )
vs. ) PACSES Cast NUllIllt' 707000051
GEORGE W. PAULUS ) DK ~~ I'1L/
Dttclldalll ) Olht' Slalt ID NUIlIh<:,
CONSENT ORDER
AND NOW, to wit, on this
11TH DAY OF DECEMBER, 1997
IT IS HEREBY
ORDERED that the support order in this case be 0 Vacated or 0 Suspended or
(i] Terminated without prejudice.
effective December 11, 1997 , due to:
A,(({tjrt1J .tJ?fllo(Hl{'.C~ I((;/Ulllk)g~-r
Consented:
'/.. W Q1t\.C'lo -1(( f1.uJ) (1/)
Plaintiff
x
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Defendant
Attorney/Witness
DRa. R.J. Shadday
CCI plaintiff and defendant ",,,CLI;,,I
rl...t...,:Jo.
~I\l'l'"
JUDGE
January 29, 1998
Date
S.rvkt Typt M
h"," OE.~O.1
WlI,kc' ID 21201
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