HomeMy WebLinkAbout07-0456PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- ~5(v CIVIL TERM
CIVIL ACTION-LAW
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
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. You are warned that if you fail to
do so, the case may proceed without you and a decree of divorce or annulment may be
entered against you by the court. A judgment may also be entered against you for any
other claim or relief requested in these papers by the Plaintiff. You may lose money or
property or other rights important to you, including custody or visitation of your children.
When the ground for the divorce is indignities or irretrievable breakdown of the
marriage, you may request marriage counseling. A list of marriage counselors is
available in the Office of the Prothonotary at the Cumberland County Court House,
Carlisle, Pennsylvania.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, MARITAL PROPERTY,
COUNSEL FEES OR EXPENSES BEFORE THE FINAL DECREE OF DIVORCE OR
ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW. THIS OFFICE CAN PROVIDE YOU WITH
INFORMATION ABOUT HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE
TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER
LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, Pennsylvania 17013
(717) 249-3166
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PAULA M. LAVELY, IN THE COURT OF COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. NO. 2007- ~/.S"G CIVIL TERM
KENNETH J. LAVELY, CIVIL ACTION-LAW
Defendant IN DIVORCE
DIVORCE COMPLAINT
1. Plaintiff is Paula M. Lavely, an adult individual currently residing at 18 Run
Road, Carlisle, Cumberland County, Pennsylvania, 17015.
2. Defendant is Kenneth J. Lavely, an adult individual currently residing at 80
Bonnybrook Road, Carlisle, Cumberland County, Pennsylvania, 17013.
3. Plaintiff and the Defendant have been bonafide residents in the
Commonwealth of Pennsylvania for at least six months immediately previous to the
filing of this Complaint.
4. The Plaintiff and Defendant were married on August 1, 1996 in Maryland.
5. There have been no prior actions of divorce or for annulment between the
parties as to their current marriage.
6. Plaintiff avers that the marriage between the parties is irretrievably broken.
7. The Plaintiff has been advised of the availability of counseling and that
she may have the right to request that the Court require the parties to participate in
counseling.
WHEREFORE, Plaintiff respectfully requests this Honorable Court to enter a
decree in divorce.
~~
Date: ~~^~~.~~ Z2 • Z
Respectfully submitted,
O'BRIEN, BARK & SCHERER
Michael A. Scherer, Esquire
I . D. # 69174
19 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 204 - CIVIL TERM
CIVIL ACTION-LAW
IN DIVORCE
VERIFICATION
I verify that the statements made in the foregoing Divorce Complaint are true and
correct. I understand that false statements herein are made subject to the penalties of
18 Pa. C.S.A. § 4904, relating to unsworn fal
Date: ~(o V. 3 a , 2006
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PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- ~5fo CIVIL TERM
CIVIL ACTION-LAW
IN DIVORCE
ACCEPTANCE OF SERVICE
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AND NOW, this ~ 5 day of G!~ , 2007, I, Kenneth J. Lavely,
Defendant above, hereby accept service of the Divorce Complaint filed in the above-
captioned case.
Ke eth J. Lavely
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PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007-456 CIVIL TERM
CIVIL ACTION -LAW
IN DIVORCE
MARITAL SETTLEMENT AGREEMENT
THIS AGREEMENT, made this ~~nc~ day of March, 2007, between Paula M. Lavely
(hereinafter "Wife") and Kenneth J. Lavely (hereinafter "Husband").
WITNESSETH:
The parties hereto are Wife and Husband, having been married on August 1, 1996.
There were no children born of this marriage.
Diverse unhappy differences, disputes and difficulties have arisen between the parties
and it is the intention of Wife and Husband to live separate and apart for the rest of their
natural lives, and the parties hereto desire to settle fully and finally their respective financial
and property rights and obligations as between each other, including without limitation: (1) the
equitable distribution of the marital estate between the parties and the; (2) the settling of all
matters between them relating to the past, present and future support and/or maintenance of
Wife by Husband and of Husband by Wife; and (3) in general, the settling of any and all claims
and possible claims by one against the other or against their respective estates.
NOW THEREFORE, in consideration of the premises and of the mutual promises,
covenants and undertakings hereinafter set forth and for other good and valuable
consideration, receipt of which is hereby acknowledged by each of the parties hereto, Wife and
Husband, each intending to be legally bound hereby, covenant and agree as follows:
Page 1 of 8
1. DIVORCE
A Divorce action has been filed at the above captioned number in the Court of Common
Pleas of Cumberland County. Each party hereby agrees that he/she shall sign an affidavit of
consent and a waiver of notice of the seeking of a divorce decree so that a divorce may be
obtained without unreasonable delay after the execution of this agreement. This agreement
shall be incorporated by reference in the divorce decree, but this agreement shall not merge
with the decree.
If either party must resort to Court action to enforce the terms of this agreement, the
prevailing party in any such action shall be entitled to recover from the other party the
reasonable attorney fees incident to the action of enforcement.
2. ADVICE OF COUNSEL
Each party acknowledges that she or he has either received independent legal advice
from counsel of her or his selection, or had the opportunity to do so, and that each fully
understands the facts and has been fully informed as to her or his legal rights and obligations,
and each party acknowledges and accepts that this Agreement is, in the circumstances, fair
and equitable and that it is being entered into freely and voluntarily, after having received such
advice and with such knowledge and that execution of this Agreement is not the result of any
duress or undue influence and that it is not the result of any collusion or improper or illegal
agreement or agreements. Wife has been counseled by Michael A Scherer, Esquire; Husband
has not retained legal counsel in this matter but Husband understands he has the right to
consult with an attorney should he so desire.
Page 2 of 8
3. PERSONAL RIGHTS
Wife and Husband may and shall, at all times hereafter, live separate and apart. Each
shall be free from all control, restraint, interference or authority, direct or indirect, by the other
in all respects as fully as if she or he were unmarried. Each may reside at such place or
places as she or he may select. Each may, for her or his separate use or benefit, conduct,
carryon and engage in any business, occupation, profession or employment that to her or him
may seem advisable. This provision shall not be taken, however, to be an admission on the
part of either Wife or Husband of the lawfulness of the causes that led to, or resulted in, the
continuation of their living apart. Wife and Husband shall not molest, harass, disturb or malign
each other or the respective families of each other, nor compel or attempt to compel the other
to cohabit or dwell by any means or in any manner whatsoever with her or him.
4. PROPERTY -REAL AND PERSONAL
The parties are familiar with the existing marital property and marital debt. The parties
are the owners of real estate with improvements thereon located at 80 Bonnybrook Road,
Carlisle, Pennsylvania. The parties shall remain joint owners of this property following their
divorce and they shall hold title as `tenants in common.' Husband shall be solely liable to
repay the home equity loan to Beneficial in connection with his occupancy of the property.
The personal property issues will be resolved by each party retaining ownership of the
marital property in his or her possession or his or her registration.
There is no marital debt. Each party shall be individually liable for any debts he or she
contracted in their respective names.
Page 3 of 8
5. JOHN W. GLEIM JR. INC. 401K
Husband has accrued rights to a 401 k through his employment with John W. Gleim, Jr.
Inc. The balance of Husband's 401k is approximately $14,000.00 as of January 1, 2007. Wife
shall receive, through the use of a Qualified Domestic Relations Order, the sum of Eight
Thousand Dollars and 00/100 ($8,000.00) from Husband's 401 k upon the plan administrator's
receipt of a Qualified Domestic Relations Order.
6. SPOUSAL SUPPORT AND ALIMONY
Husband does hereby waive, release and give up any right he may have against Wife
for alimony, support or maintenance, and Wife does hereby waive, release and give up any
right she may have against Husband for alimony, support or maintenance.
7. MUTUAL RELEASE
Wife and Husband each do hereby mutually remise, release, quitclaim and forever
discharge the other and the estate of such other, for all time to come, and for all purposes
whatsoever, of and from any and all rights, titles and interests, or claims in or against the
property, including financial accounts and retirement accounts, of the other or against the
estate of such other, of whatever nature and wherever situate, which she or he now has or at
any time hereafter may have against the other, the estate of such other or any part thereof,
whether arising out of any former acts, contracts, engagements or liabilities of such other or by
way of dower or curtsey, or claims in the nature of dower or curtsey or widow's or widower's
rights, family exemption or similar allowance, or under the intestate laws, or the right to take
against the spouse's will; or the right to treat a lifetime conveyance by the other as
testamentary, or all other rights of a surviving spouse to participate in a deceased spouse's
estate, whether arising under the laws of (a) Pennsylvania, (b) any State, Commonwealth or
territory of the United States, or (c) any other country, or any rights which either may have or at
Page 4 of 8
any time against the other hereafter for counsel fees, costs or expenses, whether arising as a
result of the marital relation or otherwise, except, and only except, all rights and agreements
and obligations of whatsoever nature arising or which may arise under this Agreement or for
the breach of any thereof. It is the intention of Wife and Husband to give to each other by the
execution of this Agreement a full, complete and general release with respect to any and all
property of any kind or nature, real, personal or mixed, which the other now owns or may
hereafter acquire, except and only except all rights and agreements and obligations of
whatsoever nature arising or which may arise under this Agreement or for the breach of any
thereof, subject, however, to the implementation and satisfaction of the conditions precedent
as set forth herein above.
8. OTHER DOCUMENTATION
Wife and Husband covenant and agree that they will forthwith (and within at least 15
days after demand therefor) execute any and all written instruments, assignments, releases,
satisfactions, deeds, notes or such other writings as may be necessary or desirable for the
proper effectuation of this Agreement, and as their respective counsel shall mutually agree
should be so executed in order to carry out fully and effectually the terms of this Agreement.
9. SUCCESSORS' RIGHTS AND LIABILITIES
This Agreement shall, except as otherwise provided herein, be binding upon and inure to
the benefit of the parties hereto, their respective heirs, executors, administrators, successors or
assigns.
Page 5 of 8
10. ENTIRE AGREEMENT
Wife and Husband do hereby covenant and warrant that this Agreement contains all of the
representations, promises and agreements made by either of them to the other for the purposes
set forth in the preamble hereinabove; that there are no claims, promises or representations not
herein contained, either oral or written, which shall or may be charged or enforced or enforceable
unless reduced to writing and signed by both of the parties hereto; and the waiver of any term,
condition, clause or provision of this Agreement shall in no way be deemed to be considered a
waiver of any other term, condition, clause or provision of this Agreement.
11. BINDING EFFECT OF AGREEMENT
This Agreement shall remain in full force and effect unless and until terminated pursuant
to the terms of 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.
12. SEPARABILITY
If any term, condition, clause or provision of this Agreement shall be determined or
declared to be void or invalid in law, or otherwise, then only that term, condition, clause or
provision shall be stricken from this Agreement and in all other respects this Agreement shall
be valid and continue in full force, effect and operation. Likewise, the failure of any party to
meet her or his obligations under any one or more of the paragraphs herein, with the exception
of the satisfaction of the conditions precedent, shall in no way avoid or alter the remaining
obligations of the parties.
Page 6 of 8
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13. ENFORCEMENT OF AGREEMENT
This agreement does not limit or restrict any remedies that either party may have against
the other for non-performance of this agreement. If a party to this agreement must seek Court
action in response to the failure of the other party to pertorm under this agreement, the prevailing
party in any such Court action may recover from the losing party his or her reasonable counsel
fees related to the enforcement action.
14. HEADINGS
Any headings preceding the text of the several paragraphs and subparagraphs hereof are
inserted solely for convenience of reference and shall not constitute a part of this Agreement nor
shall they affect its meanings, construction or effect.
15. EFFECTIVE DATE
The effective date of this Agreement shall be the date upon which it is executed.
16. CONTROLLING LAW
This Agreement shall be construed in accordance with the laws of the Commonwealth of
Pennsylvania.
IN WITNESS WHEREOF, the parties hereto, intending to be legally bound, have signed
this Agreement.
This Agreement is executed in duplicate, and in counterparts, ar~d Wife and Husband, as
parties hereto. acknnw~Pr~r,A +r,o ~e,.e,~. ,.r a duly executed copy hereof.
Kennet J. Lavely Sr
Page 7 of 8
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS.
ON THIS the nca day of l"1a rc~ , 2007, before me, the undersigned officer
personally appeared Paula M. Lavely, known to me to be the person whose name is subscribed
to the within instrument and acknowledged that she signed same for the purposes therein stated.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
~~~~
Notary Public
COMMONWEAL-tH OF PENNSYLVANIA
Notarial Seal
Amanda L Fisher, Notary Public
Carlisle Boro, Cumberland County
My Commission F_xpires Apr. 17, 2010
Member, Pennsylvania Assocaiior: or Notaries
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS.
ON THIS the ~'"-~ day of ~ ~+-c+~ , 2007, before me, the undersigned officer
personally appeared Kenneth J. Lavely, known to me to be the person whose name is subscribed
to the within instrument and acknowledged that he signed same for the purposes therein stated.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
~~.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Sea!
Amanda L. Fist7er. hJotary Public
Carlisle Boro, Cumberlan~~ County
MY Commission Expiras Apr. i ;%, 2010
Member, Pennsylva,na Asscciat or, of Notaries
Page 8 of 8
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PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007-456 CIVIL TERM
CIVIL ACTION -LAW
IN DIVORCE
PLAINTIFF'S AFFIDAVIT OF CONSENT
AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER SECTION 3301(c) OF THE DIVORCE CODE
1. A complaint in divorce under Section 3301(c) of the Divorce Code was
filed on January 22, 2007.
2. Defendant signed an acceptance of service form on January 25, 2007.
3. The marriage of 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 in 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 counseling. I do not request that
the court require counseling.
I verify that the statements made in this affidavit are true and correct. I
understand that false statements herein are made bject to the penalties of 18
Pa.C.S.A. Section 4904 relating to unsworn falsif ati~n to authorities. ~,,
Date: Q
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PAULA M. LAVELY, IN THE COURT OF COMMON
PLEAS OF
Plaintiff :CUMBERLAND COUNTY, PENNSYLVANIA
V. NO. 2007-456 CIVIL TERM
KENNETH J. LAVELY, :CIVIL ACTION -LAW
Defendant IN DIVORCE
DEFENDANT'S AFFIDAVIT OF CONSENT
AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER SECTION 3301(c) OF THE DIVORCE CODE
1. A complaint in divorce under Section 3301(c) of the Divorce Code was
filed on January 22, 2007.
2. The marriage of 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 in 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 availability of marriage counseling and
understand that I may request that the court require counseling. I do not request that
the court require counseling.
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.A. Section 4904 relating to unsworn falsification to authorities.
Date:~~f~ --~'7
Ken th . Lav ~
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PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007-456 CIVIL TERM
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 a divorce decree:
1. Ground for divorce: Irretrievable breakdown under Section 3301(c) of the
Divorce Code.
2. Date and manner of service of the Complaint: Defendant signed an Acceptance of
Service form on January 25, 2007.
3. (complete either paragraph (a) or (b).)
A. Date of execution of the affidavit of consent required by Section 3301(c) of
the Divorce Code: by Plaintiff on May 10, 2007; and Defendant on May 10, 2007.
B. (1) date of execution of the Plaintiffs Affidavit required by Section 3301(d)
of the Divorce Code: N/A
(2) date of service of the Plaintiffs Affidavit upon the Defendant: N/A
4. Related claims pending: None.
5. Indicate date and manner of service of the notice of intention to file praecipe to
transmit record, and attach a copy of said notice under section 3301(d)(1)(i) of the Divorce Code:
The parties signed Waivers of Notice of Intent to Request Entry of Divorce Decree.
Respectfully submitted,
O'BRIEN, BARK & SCHERER
VLF
Mich ~ cher r, Esquire
19 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
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I N THE COURT OF GOM MON PLEAS
OF CUMBERLAND COUNTY
STATE OF ~~ PENNA.
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PAULA M. LAVELY,
Plaintiff
N O. 2007-456 Civil
VERSUS
KENNETH J. LAVELY, SR.,
Defendant
DECREE IN
DIVORCE
AND NOW, ~~ w`~, IT IS ORDERED AND
DECREED THAT PAULA M. LAVELY PLAINTIFF,
AND KENNETH J . ':LAVELY, SR .
ARE DIVORCED FROM THE BONDS OF MATRIMONY.
DEFENDANT,
THE COURT RETAINS JURISDICTION OF THE FOLLOWING CLAIMS WHICH HAVE
BEEN RAISED OF RECD DIN THIS ACTION FOR WHICH A FINAL ORDER HAS NOT
YET BEEN ENTERED;
The parties Martial Settlement Agreement dated Ny~rch 2, 2007
BY THI~COURT:
'"Order of Court.
ATTEST: " ~ V/ / J
K/ y(\
PROTHONOTARY
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PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY, SR.,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007-456 CIVIL TERM
CIVIL ACTION -LAW
IN DIVORCE
QUALIFIED DOMESTIC RELATIONS ORDER
RELATING TO DEFENDANT'S
RETIREMENT PLAN WITH JOHN W. GLEIM JR. INC
1.
This Order is intended to meet the requirements of a "Qualified Domestic Relations
Order" as defined in Section 414(p) of the internal Revenue Code of 1986 ("Code") and
Section 206(d) of ERISA.
2.
This Qualified Domestic Relations Order is made pursuant to the Marital Settlement
Agreement dated March 2, 2007, relating to Paragraph Five (5) of said Marital Settlement
Agreement involving the John W. Gleim, Jr., Inc. 401 K Plan of the participant, Kenneth J.
Lavely.
3.
The Court does hereby incorporate the Marital Settlement Agreement, a copy of which
is attached hereto as Exhibit "A", by reference as a part of this Order effective this date.
4.
The John W. Gleim, Jr., Inc. 401 K Plan ("Plan") is a retirement plan maintained by John
W. Gleim, Jr., Inc., 625 Hamilton Street, Carlisle, Pennsylvania 17013.
Page 1 of 5
5.
The Participant in the Account is Kenneth J. Lavely ("Participant"), whose last known
address is 80 Bonnybrook Road, Carlisle, Pennsylvania, 17013-9284, and whose Social
Security number is 180-48-2117. The Participant's date of birth is December 18, 1957.
6.
The Alternate Payee is Paula M. Lavely ("Alternate Payee"), whose last known address
is 18 Run Road, Carlisle, Pennsylvania, 17015-7731, and whose Social Security number is
196-48-4439. The Alternate Payee's date of birth is October 20, 1957. The Alternate Payee
is the former spouse of the Participant.
7.
The Account Administrator is John W. Gleim, Jr., Inc., its successors or assigns.
8.
The Participant and the Alternate Payee were married on August 1, 1996, in Maryland.
9.
The Court hereby assigns to the Alternate Payee Eight Thousand Dollars and 00/100
Cents ($8,000.00) from the Participant's Plan to be transferred into a separate account
established for the Alternate Payee in accordance with Paragraph Five (5) of the Marital
Settlement Agreement.
10.
As soon as practicable after this Order is determined to be qualified by the Account
Administrator, such amounts shall be withdrawn from the funds in the Participant's account
and invested in such fashion in a separate account maintained for the benefit of the Alternate
Payee. On and after the date such account is established the Alternate Payee shall have the
same ability to designate the investment of those amounts as the Participant would otherwise
have had with respect to those amounts.
11.
Payment of the Alternate Payee's benefit shall be made as soon as administratively
practicable after the Order is determined to be qualified. Such request shall be on a form
provided by the Account Administrator. Payment shall be made in a single lump sum
payment.
Page 2 of 5
12.
The Alternate Payee may designate a beneficiary to receive payment of the Alternate
Payee's remaining interest in the Plan, if any, upon the Alternate Payee's death. Any such
beneficiary designation shall be made without regard to any designation by the Participant of a
beneficiary with respect to the Participant's interest.
13.
The assignment of benefits to the Alternate Payee shall not be reduced, abated or
terminated as a result of the death of the Participant. Upon the Participant's death, the
Alternate Payee will be not entitled to any survivor benefits attributable to the Participant's
benefits under the Plan unless the Participant designates the Alternate Payee as a beneficiary
in accordance with the terms of the Plan.
14.
The Participant, Alternate Payee and the Court intend this Order to be a qualified
domestic relations order within the meaning of Section 414(p) of the Code and Section 206(d)
of ERISA. Accordingly, this Order shall not require the Plan to provide under any
circumstances: (i) any type or form of benefit, or any benefit option, not otherwise provided
under the Plan; (ii) provide benefits in excess of the value of the Participant's account or as of
the date the separate account is established for the Alternate Payee; or (iii) benefits that are
required to be paid to another alternate payee under another order previously determined to
be a qualified domestic relations order. This Order relates to the provision of marital property
rights of a former spouse of the Participant and is made pursuant to this State's domestic
relations laws.
15.
In the event this Order is found by the Account Administrator of the Plan not to be a
qualified domestic relations order, the Court shall retain jurisdiction to modify the Order as
necessary for the Account Administrator to accept the Order and pay benefits in accordance
with its provisions.
Page 3 of 5
16.
The assignment made by this Order shall be permanent. On and after the date of this
Order, the Participant shall have no further right or interest in the portion of the Participant's
account balance which is hereby assigned to the Alternate Payee and the Alternate Payee
shall have no right or interest in the portion of the Participant's account balance that is not
assigned to the Alternate Payee pursuant to Paragraph twelve (12) above. Nothing in this
Order shall restrict the Participant's ability to obtain a distribution under the Plan or designate a
beneficiary under the Plan, with respect to the portion of the Participant's account balance not
assigned to the Alternate Payee.
17.
The Alternate Payee shall be responsible for the payment of all taxes due on amounts
paid to the Alternate Payee. The Account Administrator and trustee of the Plan are hereby
authorized to withhold tax as required under law and to report any such withholdings and
taxable income to the taxing authorities.
It is so ORDERED this ~ day of ~Iw.~.--., 2007.
BY THE~OURT,
J.
hereby agr~e~ to the entry of this Qualified Domestic Relations Order.
enn h J. Lavely r.
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Page 4 of 5
Paula M. Laver' 7
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
ON THIS the ~"-`I day of -'ylctrc~t , 2007, before me, the undersigned officer,
personally appeared Paula M. Lavely, known to me to be the person whose name is
subscribed to the within instrument and acknowledged that she signed same for the purposes
therein stated.
IN WITNESS WHEREOF, i have hereunto set my hand and official seal.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
COMMONWEALTH OF PENNSYLVANIA Amanda L. Fisher, Notary Public
Carlisle Boro, Cumberland County
SS. My Commission Expires Apr. 17, 2010
COUNTY OF CUMBERLAND : Member, Pennsyivania tissuaatian of Notaries
ON THIS the ~~`~ day of ~Urc-~ , 2007, before me, the undersigned officer,
personally appeared Kenneth J. Lavely, known to me to be the person whose name is
subscribed to the within instrument and acknowledged that he signed same for the purposes
therein stated.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
,c,;,u..a.r:~.d.~.. ~~ ~,~~
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Amanda L. Fisher, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Apr.17, 2010
Member, Pennsylvania Association of Notaries
Page 5 of 5
PAULA M. LAVELY,
Plaintiff
V.
KENNETH J. LAVELY,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
N0.2007-456 CIVIL TERM
CIVIL ACTION -LAW - t-, N o
IN DIVORCE ~_ ~; -~
-_ ~
_ ~= n,
-r, r. .
MARITAL SETTLEMENT AGREEMENT = ui ~'
__- •--7 _.?_-
THIS AGREEMENT, made this ~~ nc~ day of March, 2007, between Fraula M. I~vely
G "'~
(hereinafter "Wife") and Kenneth J. Lavely (hereinafter "Husband").
WITNESSETH:
The parties hereto are Wife and Husband, having been married on August 1, 1996.
There were no children born of this marriage.
Diverse unhappy differences, disputes and difficulties have arisen between the parties
and it is the intention of Wife and Husband to live separate and apart for the rest of their
natural lives, and the parties hereto desire to settle fully and finally their respective financial
and property rights and obligations as between each other, including without limitation: (1) the
equitable distribution of the marital estate between the parties and the; (2) the settling of all
matters between them relating to the past, present and future support and/or maintenance of
Wife by Husband and of Husband by Wife; and (3) in general, the settling of any and all claims
and possible claims by one against the other or against their respective estates.
NOW THEREFORE, in consideration of the premises and of the mutual promises,
covenants and undertakings hereinafter set forth and for other good and valuable
consideration, receipt of which is hereby acknowledged by each of the parties hereto, Wife and
Husband, each intending to be legally bound hereby, covenant and agree as follows:
Exhibit "A"
Page 1 of 8
1. DIVORCE
A Divorce action has been filed at the above captioned number in the Court of Common
Pleas of Cumberland County. Each party hereby agrees that he/she shall sign an affidavit of
consent and a waiver of notice of the seeking of a divorce decree so that a divorce may be
obtained without unreasonable delay after the execution of this agreement. This agreement
shall be incorporated by reference in the divorce decree, but this agreement shall not merge
with the decree.
If either party must resort to Court action to enforce the terms of this agreement, the
prevailing party in any such action shall be entitled to recover from the other party the
reasonable attorney fees incident to the action of enforcement.
2. ADVICE OF COUNSEL
Each party acknowledges that she or he has either received independent legal advice
from counsel of her or his selection, or had the opportunity to do so, and that each fully
understands the facts and has been fully informed as to her or his legal rights and obligations,
and each party acknowledges and accepts that this Agreement is, in the circumstances, fair
and equitable and that it is being entered into freely and voluntarily, after having received such
advice and with such knowledge and that execution of this Agreement is not the result of any
duress or undue influence and that it is not the result of any collusion or improper or illegal
agreement or agreements. Wife has been counseled by Michael A Scherer, Esquire; Husband
has not retained legal counsel in this matter but Husband understands he has the right to
consult with an attorney should he so desire.
Page 2 of 8
3. PERSONAL RIGHTS
Wife and Husband may and shall, at all times hereafter, live separate and apart. Each
shall be free from all control, restraint, interference or authority, direct or indirect, by the other
in all respects as fully as if she or he were unmarried. Each may reside at such place or
places as she or he may select. Each may, for her or his separate use or benefit, conduct,
carry on and engage in any business, occupation, profession or employment that to her or him
may seem advisable. This provision shall not be taken, however, to be an admission on the
part of either Wife or Husband of the lawfulness of the causes that led to, or resulted in, the
continuation of their living apart. Wife and Husband shall not molest, harass, disturb or malign
each other or the respective families of each other, nor compel or attempt to compel the other
to cohabit or dwell by any means or in any manner whatsoever with her or him.
4. PROPERTY -REAL AND PERSONAL
The parties are familiar with the existing marital property and marital debt. The parties
are the owners of real estate with improvements thereon located at 80 Bonnybrook Road,
Carlisle, Pennsylvania. The parties shall remain joint owners of this property following their
divorce and they shall hold title as `tenants in common.' Husband shall be solely liable to
repay the home equity loan to Beneficial in connection with his occupancy of the property.
The personal property issues will be resolved by each party retaining ownership of the
marital property in his or her possession or his or her registration.
There is no marital debt. Each party shall be individually liable for any debts he or she
contracted in their respective names.
Page 3 of 8
5. JOHN W. GLEIM, JR. INC. 401 K
Husband has accrued rights to a 401 k through his employment with John W. Gleim, Jr.
Inc. The balance of Husband's 401k is approximately $14,000.00 as of January 1, 2007. Wife
shall receive, through the use of a Qualified Domestic Relations Order, the sum of Eight
Thousand Dollars and 00/100 ($8,000.00) from Husband's 401 k upon the plan administrator's
receipt of a Qualified Domestic Relations Order.
6. SPOUSAL SUPPORT AND ALIMONY
Husband does hereby waive, release and give up any right he may have against Wife
for alimony, support or maintenance, and Wife does hereby waive, release and give up any
right she may have against Husband for alimony, support or maintenance.
7. MUTUAL RELEASE
Wife and Husband each do hereby mutually remise, release, quitclaim and forever
discharge the other and the estate of such other, for all time to come, and for all purposes
whatsoever, of and from any and all rights, titles and interests, or claims in or against the
property, including financial accounts and retirement accounts, of the other or against the
estate of such other, of whatever nature and wherever situate, which she or he now has or at
any time hereafter may have against the other, the estate of such other or any part thereof,
whether arising out of any former acts, contracts, engagements or liabilities of such other or by
way of dower or curtsey, or claims in the nature of dower or curtsey or widow's or widower's
rights, family exemption or similar allowance, or under the intestate laws, or the right to take
against the spouse's will; or the right to treat a lifetime conveyance by the other as
testamentary, or all other rights of a surviving spouse to participate in a deceased spouse's
estate, whether arising under the laws of (a) Pennsylvania, (b) any State, Commonwealth or
territory of the United States, or (c) any other country, or any rights which either may have or at
Page 4 of 8
any time against the other hereafter for counsel fees, costs or expenses, whether arising as a
result of the marital relation or otherwise, except, and only except, all rights and agreements
and obligations of whatsoever nature arising or which may arise under this Agreement or for
the breach of any thereof. It is the intention of Wife and Husband to give to each other by the
execution of this Agreement a full, complete and general release with respect to any and all
property of any kind or nature, real, personal or mixed, which the other now owns or may
hereafter acquire, except and only except all rights and agreements and obligations of
whatsoever nature arising or which may arise under this Agreement or for the breach of any
thereof, subject, however, to the implementation and satisfaction of the conditions precedent
as set forth herein above.
8. OTHER DOCUMENTATION
Wife and Husband covenant and agree that they will forthwith (and within at least 15
days after demand therefor) execute any and all written instruments, assignments, releases,
satisfactions, deeds, notes or such other writings as may be necessary or desirable for the
proper effectuation of this Agreement, and as their respective counsel shall mutually agree
should be so executed in order to carry out fully and effectually the terms of this Agreement.
9. SUCCESSORS' RIGHTS AND LIABILITIES
This Agreement shall, except as otherwise provided herein, be binding upon and inure to
the benefit of the parties hereto, their respective heirs, executors, administrators, successors or
assigns.
Page 5 of 8
10. ENTIRE AGREEMENT
Wife and Husband do hereby covenant and warrant that this Agreement contains all of the
representations, promises and agreements made by either of them to the other for the purposes
', set forth in the preamble hereinabove; that there are no claims, promises or representations not
'~ herein contained, either oral or written, which shall or may be charged or enforced or enforceable
unless reduced to writing and signed by both of the parties hereto; and the waiver of any term,
condition, clause or provision of this Agreement sha11 in no way be deemed to be considered a
waiver of any other term, condition, clause or provision of this Agreement.
11. BINDING EFFECT OF AGREEMENT
This Agreement shall remain in full force and effect unless and until terminated pursuant
to the terms of 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.
12. SEPARABILITY
If any term, condition, clause or provision of this Agreement shall be determined or
declared to be void or invalid in law, or otherwise, then only that term, condition, clause or
provision shall be stricken from this Agreement and in all other respects this Agreement shall
be valid and continue in full force, effect and operation. Likewise, the failure of any party to
meet her or his obligations under any one or more of the paragraphs herein, with the exception
of the satisfaction of the conditions precedent, shall in no way avoid or alter the remaining
obligations of the parties.
Page 6 of 8
13. ENFORCEMENT OF AGREEMENT
This agreement does not limit or restrict any remedies that either party may have against
the other for non-performance of this agreement. If a party to this agreement must seek Court
action in response to the failure of the other party to perform under this agreement, the prevailing
party in any such Court action may recover from the losing party his or her reasonable counsel
i
fees related to the enforcement action.
14. HEADINGS
Any headings preceding the text of the several paragraphs and subparagraphs hereof are
inserted solely for convenience of reference and shall not constitute a part of this Agreement nor
shall they affect its meanings, construction or effect.
15. EFFECTIVE DATE
The effective date of this Agreement shall be the date upon which it is executed
16. CONTROLLING LAW
This Agreement shall be construed in accordance with the laws of the Commonwealth of
Pennsylvania.
IN WITNESS WHEREOF, the parties hereto, intending to be legally bound, have signed
this Agreement.
This Agreement is executed in duplicate, and in counterparts, and Wife and Husband, as
pa~~s hereto, acknowledge the receipt of a duly executed copy hereof.
Obi
Paula M. Lav y ~ Kennet . Lavely Sr~
Page 7 of 8
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
ON THIS the ~ cy day of MCL ~"C~'I , 2007, before me, the undersigned officer,
personally appeared Paula M. Lavely, known to me to be the person whose name is subscribed
to the within instrument and acknowledged that she signed same for the purposes therein stated.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
~~~ ~ ~~~
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Amanda L. Fisher, Notary Public
Carlisle Boro. Cumberland County
My Commission Expires .Apr. 17, 2010
Member. Pennsylvania Association of Notaries
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
ON THIS the a n~ day of ~/lGt rc+~ , 2007, before me, the undersigned officer,
personally appeared Kenneth J. Lavely, known to me to be the person whose name is subscribed
to the within instrument and acknowledged that he signed same for the purposes therein stated.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seat
Amanda L. Fisher, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Apr. 17, 2010
Member, Pennsytvan:~ Assoc~at~on of Notaries
Page 8 of 8