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HomeMy WebLinkAbout89-4238AS OF of?a5?07 CASE# s?_ ?+a38 HAS BEEN SCANNED. ALL EARLIER FILINGS TO THIS CASE HAVE BEEN MICROFILMED. KITTY GILHAM BRYSON, Petitioner, V. DANIEL GILHAM, Respondent. 44 : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA NO: 4238 CIVIL 1989 CIVIL ACTION -LAW IN DIVORCE PETITION FOR ENFORCEMENT AND NOW, comes the Petitioner, Kitty Gilham Bryson, by and through her attorneys, Mancke, Wagner & Spreha, and files the following Petition: 1. Your Petitioner, Kitty Gilham Bryson, is an adult individual residing at 44 Acri Meadow Road, Enola, Cumberland County, Pennsylvania, and the Plaintiff in the above- captioned matter. 2. The Respondent, Daniel Gilham, is an adult individual residing at 20 Hillcrest Road, Enola, Cumberland County, Pennsylvania, and the Defendant in the above-captioned matter. 3. The parties entered a Marriage Settlement Agreement on October 10, 1990, and an Addendum on October 10, 1990, a copy of which is attached hereto, incorporated herein by reference, made a part hereof, and marked as Exhibits A and B respectively. 4. The parties were divorced December 19, 1990, a copy of said Decree is attached hereto, incorporated herein by reference, made a part hereof, and marked as Exhibit C. .4 4„ A A. 5. Pursuant to the provisions of the attached Agreement, the Petitioner was entitled to a payment from the Respondent as set forth in paragraph 2 of the Addendum to the Marriage Settlement Agreement. 6. Further, the Agreements provide that the parties will execute whatever documents are necessary to implement the provisions of the Agreement. 7. On or about March of 2006, the Petitioner herein had forwarded to the Respondent herein, a QDRO for purposes of implementing the provisions of the Marriage Settlement Agreement. 8. Despite repeated requests, the Respondent herein has refused to sign the QDRO. 9. The Respondent herein has already retired, it is reasonably to be about February of 2005. 10. Despite the provisions of the Agreement, and despite the requirement that the Respondent pay unto the Petitioner her share of his pension, which has been in pay status since approximately February of 2005, the Respondent refuses to make payment, and further refuses to sign the QDRO. 11. Petitioner herein has incurred legal costs in the amount of $750.00 for preparation of this Petition. 12. Petitioner has also incurred the sum of $385.00 in the preparation of the QDRO. -2- I. ' , ` s s. 13. Petitioner requests the Court to direct that the Respondent execute the QDRO, refund the amount she has paid for the QDRO, and pay Petitioner's counsel fees. WHEREFORE, Petitioner prays this Court to Order that the Respondent: A. sign the QDRO; B. reimburse Petitioner for the QDRO costs; C. pay Petitioner's reasonable counsel fees; and D. such other relief as the Court may deem appropriate. Respectfully submitted, Mancke, Wagne Spreha & McQuillan P. Richard Wagner, Esquire .b. #23103 ! 2233 North Front Street Harrisburg, PA 17110 (717) 234-7051 Attorneys for Petitioner Date: -3- I 4 VERIFICATION I verify that the statements made in the foregoing document 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. v DATE: I',::;,2 "6) ` 4r MARITAL SETTLEMENT AGREEMENT A, & THIS AGREEMENT made this day of 19 , by and between DANIEL GILHAM, of Enola, Cumberland County, Pennsylvania (hereinafter.referred to as HUSBAND), and KITTY GILHAM, of Enola, Cumberland County, Pennsylvania (hereinafter referred to as WIFE). WITNESSETH: WHEREAS, the parties hereto are HUSBAND and WIFE, having been married on the 19th day of February, 1971, in West Fairview, Cumberland County, Pennsylvania; and WHEREAS, 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 are desirous of settling fully and finally their respective financial and property rights and obligations as between each other, including, without limitation by specification: the settling of all matters between them relating to the ownership and equitable distribution of real and personal property; settling of all matters between them relating to the past, present and future support, alimony and/or maintenance of WIFE by HUSBAND or of HUSBAND by WIFE; and in general, the settling of any and all claims and possible claims by one against the other or against their respective estates. rr 4.. ` , NOW, THEREFORE, in consideration of the promises 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: 1. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS: This Agreement shall not be considered to affect or bar the right of WIFE or HUSBAND to'a limited or absolute divorce on lawful grounds as such grounds exist or shall here after exist or to such defense as may be available to either party. This Agreement is not intended to condone and shall not be deemed to be a condonation on the part of either party hereto of any act or acts on the part of the other party which have occasioned the disputes or unhappy differences which have occurred prior to or which may occur subsequent to the date hereof. The parties intend to secure, at some point in the future, a mutual consent, no-fault divorce pursuant to the terms of Section 201(c) of the Divorce Code of 1980, as amended. 2. EFFECT OF DIVORCE DECREE: The parties agree that unless otherwise specifically provided herein, this Agreement shall continue in full force and effect after such time as a final decree in divorce may be entered with respect to the parties. 3r? . , t 4' ''A 3. AGREEMENT TO BE INCORPORATED IN DIVORCE DECREE: The parties agree that the terms of this agreement shall be incorporated into any divorce decree which may be entered with respect. to them. 4. DATE OF EXECUTION: The "date of execution" or "execution 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 last executing this Agreement. 5. DISTRIBUTION DATE: The transfer of property, funds and/or documents provided for herein, shall only take place on the "distribution date" which shall be defined as the date of execution of this Agreement unless otherwise specified herein. However, the support and/or alimony payments, if any, provided for ir. this Agreement shall take effect as set forth in this Agreement. 6. SEPARATION: It shall be lawful for each party at all times hereafter to live separate and apart from the other party at such place as he or she may from time to time choose or deem fit. The foregoing provisions shall not be taken as an admission on the part of either party of the lawfulness or unlawfulness of the causes leading to their living apart. 7. INTERFERENCE: Each party shall be free from interference, authority and contact by the other, as fully as if he or she were single and unmarried except as may be necessary to carry out the provisions of this Agreement. Neither party shall molest the other or attempt to endeavor to molest the other, nor compel the other to cohabit with the other, or in any way harass or malign the other, nor in any way interfere with the peaceful existence, separate and apart from the other. 8. WIFE'S DEBTS: WIFE represents and warrants to HUSBAND that she will not contract or incur,an.y debt or liability for which HUSBAND or his estate might be responsible and shall indemnify and save harmless HUSBAND for any and all claims or demands made against him by reasons of debts or obligations incurred by her. 9. HUSBAND'S DEBTS: HUSBAND represents and warrants to WIFE that he will not contract or incur any debt or liability for which WIFE or her estate might be responsible and shall indemnify and save harmless WIFE from any and all claims or demands made against her by reason of debts or obligations incurred by him. 10. JOINT DEBTS: HUSBAND and WIFE represent that there are no joint outstanding debts with the exception of a mortgage obligation on the marital residence located at. 20 Hillcrest Road, Enola, Cumberland County, Pennsylvania. It is contemplated by the parties that 't 1 , i 1 this mortgage obligation will be totally and completely assumed by the HUSBAND upon the execution of this Agreement, and the execution by WIFE and HUSBAND of any documents required by the Mortgagee. 11. MUTUAL RELEASE: Subject to the provisions of this Agreement, each party has released and discharged, and by this Agreement does for himself or herself and his or her heirs, legal representatives, executors, administrators and assigns, release and discharge the other of and from all causes of action, claims, rights or demands, whatsoever in law or equity, which either of the parties ever had or now has against the other, except any or all cause or causes of action for divorce and except any or all causes of action for breach of any provisions of this Ac7reem.ent. 12. DIVISION OF PERSONAL PROPERTY: The part_es have divided between them, to their mutual satisfaction, the personal effects, household furniture and furnishings, and all other articles of personal property which have heretofore been used by them in common, and neither party will make any claim to ar.y such items which are now in the possession or under the control of the other. Should it become necessary, the parties each agree to sign any titles or documents necessary to give effect to this paragraph upon request. 13. AFTER ACQUIRED 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 V? full power in him or her to dispose of the same as fully and effectively, in all respect and for all purposes, as though he or she were unmarried. 14. MOTOR VEHICLES: With respect to the motor vehicles owned by one or both of the parties, they agree as follows: WIFE shall retain ownership of the 1987 Chevrolet Blazer S-10 and HUSBAND shall retain ownership of the all other vehicles. The titles to the said motor vehicles shall be executed by the parties, if appropriate for effecting, transfer as herein provided, on the date of execution of this Agreement and said executed titles shall be delivered to the proper parties on the distribution date. Each party agrees to be solely responsible for the amounts presently due and owing against their respective automobiles. 15. DIVORCE PROCEEDINGS: The parties hereto agree that they will enter into a mutual consent divorce under Section 201(c) of the Pennsylvania Divorce Code of 198C, as amended, at some point in the future. The parties agree that either party may pursue the divorce and be the Plaintiff therein. The parties further agree that the party who is named as the Defendant in said divorce shall sign the necessary documents, including the Affidavit of Consent, at such time after the ninety (90) days of the filing of the Complaint as the moving party may request. 16. DIVISION OF REAL PROPERTY: The parties hereto presently own as tenants by the entireties certain real property # ' , A situate at 20 Hillcrest Road, Mechanicsburg, Cumberland County, Pennsylvania. WIFE agrees to transfer all of her right, title and interest in said real estate, now titled in the name of HUSBAND and WIFE, to the HUSBAND on the date of execution and agrees to immediately execute now or in the future any and all deeds, documents or papers necessary to effect such transfer of title upon request. WIFE further acknowledges that she has no claim, right, interest or title whatsoever in said property, and further agrees never to assert any claim to said property in the future. Said transfer shall be effective when WIFE is paid a settlement of Thirty -two thousand five hundred and 00/100 ($32,500.00) Dollars, minus the balance due and owing on the 1987 Chevrolet S-10 Blazer in WIFE`s possession and shall be binding regardless of the marital status of the parties. 17. JOINT CHECKING AND SAVINGS ACCOUNT: The parties have divided between them, to their mutual satisfaction, all joint checking and savings accounts which have heretofore been used by them in common, and neither party will make any claim to any such account which is now in the possession or under the control of the other. Should it become necessary, the parties each agree to sign any documents necessary to give effect to this paragraph. 18. LIFE INSURANCE: HUSBAND shall cash in the life insurance policy in his name with the Mutual Insurance Company cf New York and shall upon receipt of the cash value of the policy, immediately transmit one half of the cash received to the WIFE. 19. PENSION: HUSBAND hereby waives and relinquishes any and all rights he has as a result of the marriage to any pension benefits due to the WIFE. Upon HUSBAND's retirement from employment from the Commonwealth of Pennsylvania, HUSBAND and WIFE agree that the WIFE will receive fifty (50%) percent of the c.overture portion of HUSBAND's pension. Should WIFE predecease HUSBAND, all of those pension benefits accruing to HUSBAND and due and owing to WIFE shall become the property of and due and owing to the parties' children, per stirpes. 20. WAIVER OF CLAIMS: Except as herein otherwise provided, each party may dispose of his or her property in any way, and each party hereby waives and relinquishes any and all rights he or she shall now have or hereafter acquire, under the present 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, doer, courtesy, statutory allowance, widow's allowance, right to take in intestacy, right to take against the will of the other, and right to act as administrator or executor of the other's estate, and 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. 21. BREACH: If either party breaches any provisions of this Agreement, the other party shall have the right, at his 1 • or her election, to sue for damages for such breach or seek such other remedies or relief as may be available to him or her, and the party breaching this contract shall be responsible for payment of legal fees and costs incurred by the other in enforcing their rights under this Agreement. 22. VOID CLAUSES: 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. 23. DESCRIPTIVE HEADINGS: The descriptive headings used herein are for convenience only. They shall have no effect whatsoever in determining the rights or obligations of the parties. 24. INDEPENDENT SEPARATE 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.. 25. ADDITIONAL INSTRUMENTS: Each of the nart:L shall, from time to time, at the request of the other, execute, acknowledge and deliver to the other party any and all further instruments that may be reasonably required to give full force and effect to the provisions of this Agreement. 26. APPLICABLE LAW: This Agreement shall be construed under the laws of the Connonwealth of Pennsylvania and more specifically under the Divorce Code of 1980, as amended. 27. AGREEMENT BINDING ON HEIRS: This Agreement shall be binding and shall insure to the benefit of the parties hereto and their respective heirs, executors, administrators, successors and assigns. 28. ENTIRE AGREEMENT: This Agreement contains the entire understanding of the parties and there are no representations, warranties, covenants or undertakings other than those expressly set forth herein. 29. MODIFICATION AND WAIVER: A modification or waiver of any of the provisions of this Agreement shall be effective only if made in writing and executed with the same formality as this Agreement. The failure of either party to insist upon strict performance of any of the provisions of this Agreement shall not be construed as a waiver of any subsequent default of the same or similar nature. 30. WAIVER OF RIGHTS: The parties hereto have sought the advice of counsel and have been informed of their rights under and pursuant to the Divorce Code, Act of April 2, 1980, Number 1980-26, as amended, particularly the provisions for alimony, alimony pendente lite, equitable distribution of marital property, counsel fees or expenses. Counsel for wife is P. Richard Wagner, Esquire and counsel for husband is Michael McGovern, Esquire, Both parties agree that this Agreement shall conclusively provide for the distribution of property under the said law and hereby waive, release and relinquish any fur Cher i + , I&M + rights they may respectively have against the other for alimony, alimony pendente lite, equitable distribution of marital property, counsel fees or expenses. From the date hereof, each party may acquire either personal or real property in their own name. Any property so acquired shall be owned solely by the individual and shall not be subject to any claim whatsoever by the other party. 31. FINANCIAL DISCLOSURE. The parties waive their rights to require the filing of financial disclosure statements by the other, although the parties have been advised that it is their :legal right to have these disclosures,made prior to entering into this Agreement and by entering into this Agreement without reliance upon financial disclosure, the parties are forever waiving their right to request or use that as a basis to overturn this Agreement. 32. VOLUNTARY EXECUTION: The provisions cf 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. IN WITNESS WHEREOF, the parties hereto have set their hands and seals WITH S: the day and year first above written. aniel Gil a ,j K tfty 11ham 'Vl rE ADDENDUM TO MARITAL SETTLEMENT AGREEMENT 1 .?/?' TH I S AGREEMENT, made thi s 4day of 1990, by and between DANIEL GILHAM (hereinafter referred to as "Husband"), and KITTY GILHAM (hereinafter referred to as "'Fife"). WITNESSETH: 10 WHEREAS, the parties executed a Marriage Settlement Agreement setting forth the rights and responsibilities of the respective parties as a result of their separation and contemplated divorce; and WHEREAS, pursuant to that Settlement Agreement, Husband agrees to pay Wife fifty percent (50°!) of the coverture portion of Husband's pension from the Commonwealth of Pennsylvania; and WHEREAS, the parties desire to execute this Addendum to provide a stipulated Court Order for the payment of said pension. NOW THEREFORE, in consideration of the aforementioned recitals and hereinafter conditions, Husband and Wife do promise, covenant and agree that: . 0 "% M 1. The Marriage Settlement Agreement shall remain in full force and effect except as supplemented herein. 2. Paragraph 19 of the Marriage Settlement Agreement which provides that upon Husband's retirement from employment from the Commonwealth of Pennsylvania, Wife will receive fifty percent (50%) of the Husband's pension, shall be supplemented by providing that Husband and Wife shall execute a Stipulated Agreement for entry as a , consentual Court Order which said Stipulated Agreement shall provide: "Defendant shall pay monthly, within five (5) days of the date it is received by him, 50% of the gross monthly benefit check he receives from the State Employees' Retirement System, to wife, less a like percentage of the amount actually withheld by the System for federal income tax withholding. Such pa.,ment shall continue monthly during the lifetime of the husband whether or not the wife is living, and if she is not living, such payment shall be made to her designated beneficiary. Upon the Husband's death, Wife, her beneficiary, or estate as afore- said, shall receive 50% of the death benefit payable by the System to the Husband's beneficiary or estate. Wife's entitlement to receive 50% of the gross monthly benefit is subject to her obligation to reimburse Husband for federal income tax that the Husband pays in each calendar year on the Wife's portion of the benefits. Wife's share of such tax shall be determined as follows: (a) dividing than portion of the gross benefit taxable for federal income tax purposes by Husband's adjusted gross income as reported on his form 10,40 for the calendar year in question; (b) multiplying the resulting percentage by Husband's total federal income tax liability for the year as set forth on line 9 of form 1040 (or comparable line in all subsequent years); (c) multiplying the resulting product by 50%; and (d) subtracting 50% of the total federal income taxes withheld by the System." - 2 - 3. Husband and Wife agree to execute any and all documents necessary to give effect to the aforementioned payment plan to be entered as a stipulated Court Order. 4. All provisions of the Marriage Settlement Agreement are otherwise to remain in fuel force and effect except as herein supplemented. IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year first above written. WITNESS: I. '.i II i 1 ti, DANIEL GILHAM KITTY 'GILHAM - 3 - 0?," 09;'' 2005 10: 22 177 0w . ROBERT P LONERGHN NID • ,, . , PAGE 02,/02 :?' ` :`;? •?•,"? ``?,; 3?:: '':i ? ? «'?C';..}3?S'<, °:51?;'%??; }.fir': ; :rr'.?: ?'?,• , '?:?, ::•?:? `.:?. ?7?,'{, IIF: .ti,.ti, : > ''7?' ?'?:?,?'"''? ' ?I??` :?'?1? ?;?: ?? e? 1 rti IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ??. STATE OF PENNA. 5 1 (fie KITTY GILHAM , + ?1 O...42,3.8 .,, ..... Civil 1989 .. VCY511S III ? 'p DANIEL ..GIL14AM ...... ?a 0 1 ?; „ p DECREE IN ` I V 0 R C E AND NOW, , ......1,,x?Gqt?eT.19 , 19.9Q it is ordered and o ?^ decreed that ........ , . , KITTY GILx.. ..... plaintiff, and .........DANIEL GILHAM . , defendant, 1 are divorced from the bonds of matrimony. a The court retains jurisdiction of the following claims which have been raised of record in this action for which a final order has not yet ?;. been entered; NONE ........... }s % if By The Court. 'a AtteEt: ( ? .. . . U Deputy Prothonotary a ? E CERTIFIED COPY ISSUED DECEMBER 21, 1990 it ;?- :SIG, ?: ;? .'!?.:'`%?fr. fir' `?iG:;':?r Vii: '•??, ?,`?,,; .?, r ,? , ?,; :?.; ti ? ??.-,??..__? ____ ) ®? .ate- •:?;• •;t.•, •:!> vC+; Sandra L. Meilton Daley Zucker Meilton Miner & Gingrich, LLC 1029 Scenery Drive Harrisburg, PA 17109 (717) 657-4795 smeilton@dzmmglaw.com IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY KITTY GILHAM BRYSON Petitioner, V. DANIEL GILHAM Respondent. CIVIL ACTION LAW No. 4238 Civil 1989 IN DIVORCE RESPONDENT'S ANSWER AND NEW MATTER TO PETITION FOR ENFORCEMENT AND NOW, comes the Respondents, by and through his undersigned counsel, Sandra L. Meilton, Esquire, and files the following Answer to Petition for Enforcement: 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admitted. By way of further answer, paragraph 2 of the Addendum to the Marital Settlement Agreement, supplements the original Marital Settlement Agreement to state that the Husband and Wife shall execute a Stipulated Agreement for entry as a consensual Court Order. 6. Admitted. 7. Admitted in part, denied in part. Petitioner did forward a Stipulation and Agreement to Respondent for purposes of implementing the provisions of the Marriage Settlement Agreement. However, the Stipulation and Agreement was initially forwarded to Respondent by letter dated April 4, 2006. 8. Denied. On September 18, 2006, Petitioner forwarded to Respondent's counsel a Stipulation and Agreement prepared for Respondent's signature. On October 5, 2006, said Stipulation and Agreement was returned to Petitioner signed by the Respondent. A copy of the October 5, 2006 correspondence and signed Stipulation and Agreement are attached hereto as Exhibit "A" and incorporated by reference. 9. Admitted. By way of further answer, Respondent retired effective February 18, 2005. 10. Denied. Respondent has in fact signed the Stipulation and Agreement as sent to him by the Petitioner, and sent the signed Stipulation and Agreement back to Petitioner for filing on October 5, 2006. 11. Respondent is without knowledge or information sufficient to form a belief as to the truth of the statement and proof therefore if relevant is demanded at the time of trial. 12. Respondent is without knowledge or information sufficient to form a belief as to the truth of the statement and proof therefore if relevant is demanded at the time of trial. 13. Denied as a conclusion of law to which no response is required. WHEREFORE, Respondents respectfully requests this Honorable Court deny the Petition for Enforcement and the relief requested by Petitioner and further order Petitioner to submit to the Court the Stipulation and Agreement, as signed by the Respondent on October 5, 2006, to be entered as a Qualified Domestic Relations Order NEW MATTER 14. Respondent's answers to Paragraphs 1-13 are hereby incorporated by reference. 15. On July 24, 2006, Respondent's counsel sent correspondence to counsel for Petitioner indicating that Respondent has reviewed the Stipulation and Agreement and would sign the Stipulation and Agreement. Respondent's Counsel fiurther requested Petitioner's counsel to forward the original and three copies of the Stipulation and Agreement to Respondent's counsel so that Respondent could sign the document. 16. On August 14, 2006, despite Respondent's notification of intent to sign the Stipulation and Agreement and without complying with the request to send the original and three copies of the Stipulation and Agreement to Respondent's counsel for signature, Petitioner, through her counsel, filed a Petition for Contempt alleging that Respondent refused to sign the Stipulation and Agreement. 17. Although Petitioner withdrew the first Petition for Contempt, Respondent has had to expend his own legal fees of $750.00 in answering to and defending against Petitioner's groundless claims on two separate occasions. WHEREFORE, Respondent respectfully requests this Honorable Court to enter an order directing Petitioner to pay reasonable counsel fees to Respondent and any other relief as the Court deems appropriate. Date: Respectfully submitted, DALEY ZUCKER MEILTON MIN R & GINGRICH, LLC "I. A41- Sandra L. Meilton, squire Attorney I.D. No. 32551 1029 Scenery Drive Harrisburg, PA 17109 (717) 657-4795 Attorneyfor Respondent VERIFICATION I, Daniel Gilham, Respondent, verify that the statements contained in the foregoing Answer to Petition for Enforcement are true and correct to the best of my knowledge, information and belief. I understand that false statements contained herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unworn falsification to authorities. Date: -?Lao7 By: iel Gilh , R pondent EXHIBIT "A" FILE COPY TucKERARENSBERG Attorneys October 5, 2006 P. Richard Wagner, Esquire 2233 North Front Street Harrisburg, PA 17110 Re: Gilham v. Gilham Our File No.: 22177 -122463 Dear Rich: Sandra L. Menton smeifton@tuckerlaw.com Enclosed, per your request, are fpGr Stipulations and Agreements signed by Dan Gilham. Please provide me with a copy of the fully executed document and Court Order when received. Sincerely, TUCKER ARENSBERG, P.C. Sandra L. Meilton SLM/ppt Enclosure cc: Mr. Daniel Gilham 90093 Tucker Arensberg, P.C. 111 N. Front Street P.O. Box 889 Harrisburg, PA 17108 p. 717.234.4121 f. 717.232.6802 www.tuckerlaw.com 1500 One PPG Place Pittsburgh, PA 15222 p. 412.566.1212 f. 412.594.5619 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KITTY GILHAM . Plaintiff VS. DANIEL GILHAM Defendant And Now, this DOCKET NO. 4238 Civil 1989 ACTION IN DIVORCE DOMESTIC RELATIONS ORDER day of ,20 , this Stipulation and Agreement of the parties is hereby made a Domestic Relations Order. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA KITTY GILHAM Plaintiff VS. DANIEL GILHAM Defendant DOCKET NO. 4238 Civil 1989 ACTION IN DIVORCE STIPULATION AND AGREEMENT AND NOW, the parties, Kitty Gilham, Plaintiff, and Daniel Gilham, Defendant, do -?• - hereby Stipulate and Agree-as follows: 1. The parties hereto were husband and wife, and a divorce action is in this Court at the above number. This Court has personal jurisdiction over the parties. The parties were married on February 19, 1971 and divorced on December 19, 1990. 2. Daniel Gilham, hereinafter referred to as "Member," is a member of the Commonwealth of Pennsylvania, State Employes' Retirement System, hereinafter referred to as "SERS." 3. SERS, as a creature of statute, is controlled by the State Employes' Retirement Code, 71 Pa. C.S. Section 5101-5956 ("Retirement Code"). 4. Kitty Gilham, hereinafter referred to as "Alternate Payee," is the former spouse of Member. 5. The name, last known address, social security number, and date of birth of the plan "Member" are: Name: Daniel Gilham ("Member") Address: 20 Hillcrest Road, Enola, Pennsylvania 17025-2616 Social Security Number: #167-40-2463 Birth Date: July 20, 1948 6. The name, last known address, social security number, and date of birth of the "Alternate Payee" are: Name: Kitty Gilham ("Alternate Payee") Address: 44 Acd Meadow Road, Ehola, Pennsylvania 17025 Social Security Number: #184-36-6556 Birth Date: September 26, 1946 It is the responsibility of Alternate Payee to keep a current mailing address on file with SERS at all times. 7. Twenty-Nine Percent (29%) of the Member's current retirement benefit is to be allocated to Alternate Payee for the purpose of equitable distribution of this marital asset. 8. Member's retirement benefit is defined as all monies paid to or on behalf of Member 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 as a result of a disability which occurs before the Member's marriage to the Alternate Payee or after the date the Member's and Alternate Payee's final separation. Member's retirement benefit does not include any deferred compensation benefits paid to Member by SERS. Equitable distribution of the marital property component of Member's retirement benefit, as set forth in Paragraph Seven (7) shall commence as soon as administratively feasible after Member's effective date of retirement or the entry of this Stipulation and Agreement as a Domestic Relations Order acceptable to SERS, whichever is later. 9. The type and amount of Member's retirement benefit payable under the terms of this Stipulation and Agreement after its entry as a Domestic Relations Order acceptable to SERS is dependent upon which option(s) is (are) selected by Member upon retirement. 10. Alternate Payee may not exercise any right, privilege or option offered by SERS. SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid to each. 11. In the event of the death of Alternate Payee after receipt of any payments payable to her from SERS under the terms of this Stipulation and Agreement, any death benefit or retirement benefit payable to Alternate Payee by SERS shall be paid to Alternate Payee's Estate to the extent of Alternate Payee's equitable distribution interest in Member's retirement benefit as set forth in Paragraph 7. 12. 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. 13. It is specifically intended and agreed by the parties hereto that this Stipulation and Agreement: (a) Does not require SERS to provide any type or form of benefit, or any option not otherwise provided under the Retirement Code; (b) Does not require SERS to provide increased benefits (determined on the basis of actuarial value) unless increased benefits are paid to Member based upon cost of living or increases based on other than actuarial values. 14. The parties intend and agree that the terms of this Stipulation and Agreement shall be approved, adopted and entered as a Domestic Relations Order. 15. The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain jurisdiction to amend any Domestic Relations Order based on this Stipulation and Agreement, but only for the purpose of establishing it or maintaining it as a Domestic Relations Order; provided, however, that no such amendment shall require SERS to provide any type or form of benefit, or any option not otherwise provided by SERS, and further provided that no such amendment or right of the Court to so amend will invalidate any existing Order. 16. Upon its entry as a Domestic Relations Order, a certified copy of this Stipulation and Agreement and any attendant documents shall be served upon SERS immediately. The Domestic Relations Order shall take effect immediately upon its approval and the approval of any attendant documents by SERS and shall remain in effect until further Order of Court. WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation, do hereunto place their hands and seals. Dated: Kitty Gilham Dated: •? Oo Da i it m CERTIFICATE OF SERVICE I, Quintina M. Laudermilch, Esquire, hereby certify that on this .5/day of 2007, a copy of the foregoing Respondent's Answer and New Matter to Petition for Enforcement was placed in the United States Mail, Postage pre-paid, addressed as follows: P. Richard Wagner, Esquire MANCKE WAGNER & SPREHA 2233 North Front Street Harrisburg, PA 17110 DALEY ZUCKER MEILTON MINER & GINGRICH, LLC intina M. Laudermilch, Esquire Supreme Court I.D. #94664 1029 Scenery Drive Harrisburg, Pennsylvania 17109 (717) 657-4795 C'l cz; a, {?.? t t _? 3 r ^A A ?r Y I? BY THE COURT: " . 1-4 X4 1 10 KITTY GILHAM BRYSON, Petitioner, V. DANIEL GILHAM, Respondent. IAN 2 5 2007 : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA NO: 4238 CIVIL 1989 CIVIL ACTION -LAW IN DIVORCE ORDER AND NOW, this 1,14day of 2007, upon Petition of Kitty Gilham Bryson, a Rule is hereby issued upon the Respondent, Daniel Gilham, to show cause why, if any, the relief requested should not be granted. RULE RETURNABLE thq l day o , 2007, at /a % :0 o'clock m. in Courtroom No. of the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania. J. ? y r s v n_ :C'{ !,ITV OC IN`T cuoz "+"a `r` , -l t.S KITTY GILHAM BRYSON, IN THE COURT OF COMMON PLEAS OF Petitioner CUMBERLAND COUNTY, PENNSYLVANIA V. DANIEL GILHAM, CIVIL ACTION - LAW Respondent NO. 4238-1989 CIVIL TERM IN RE: PETITION FOR ENFORCEMENT ORDER OF COURT AND NOW, this 27th day of March, 2007, further hearing is continued pending implementation of the agreement of the parties as announced in open court and in their presence. In the event that the matter is not relisted for hearing within thirty days, the pending petition to be deemed dismissed as moot without further order of court. By the Court, Kevin lAf. Hess, J. -/ Richard Wagner,. Esquire For the Petitioner V16andra L. Meilton, Esquire For the Respondent :lfh INC 1\.. 6?, :il[,M 63N WL OZ 1' i t f f KITTY GILHAM BRYSON, : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff, V. NO: 4238 CIVIL 1989 CIVIL ACTION -LAW DANIEL GILHAM, IN DIVORCE Defendant. STIPULATION AND AGREEMENT AND NOW, the parties, Kitty Gilham Bryson, Plaintiff, and Daniel Gilham, Defendant, do hereby Stipulate and Agree as follows: 1. The parties were husband and wife, and a divorce action is in this Court at the above number. This Court has personal jurisdiction over the parties. The parties were married on February 19, 1971, and divorced on December 19, 1990. 2. Daniel Gilham, hereinafter referred to as "Member," is a member of the Commonwealth of Pennsylvania, State Employees' Retirement System, hereinafter referred to as "SERS." 3. SERS, as a creature of statute, is controlled by the State Employees' Retirement Code, 71 Pa.C.S. §5101-5956 ("Retirement Code"). 4. Kitty Gilham Bryson, hereinafter referred to as "Alternate Payee," is the former spouse of Member. 5. The name, last known address, Social Security number, and date of birth of the plan "Member" are: Name: Daniel Gilham ("Member") Address: 20 Hillcrest Road, Enola, Pennsylvania 17025-2616 SS#: 167-40-2463 DOB: July 20, 1948 6. The name, last known address, Social Security number, and date of birth of the "Alternate Payee" are: Name: Kitty Gilliam Bryson ("Alternate Payee") Address: 44 Acri Meadow Road, Enola, Pennsylvania 17025 SS#: 184-36-6556 DOB: September 26, 1946 It is the responsibility of the Alternate Payee to keep a current mailing address on file with the SERS at all times. 7. Twenty Nine Percent (291/o) of the Member's current retirement benefit (the specific sum of $1,022.00) is to be allocated to Alternate Payee for the purpose of equitable distribution of this marital asset. 8. Member's retirement benefit is defined as all monies paid to or on behalf of Member 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 as a result of a disability which occurs before the Members's marriage to the Alternate Payee or after the date the Member's and Alternate Payee's final separation. Member's retirement benefit does not -2- include any deferred compensation benefits paid to Member by SERS. Equitable distribution of the marital property component of Member's retirement benefit, as set forth in Paragraph Seven (7) shall commence as soon as administratively feasible after Member's effective date of retirement or the entry of this Stipulation and Agreement as a Domestic Relations Order acceptable to SERS, whichever is later, effective March 1, 2007. Until such time that the payment of the aforementioned $1,022.00 is paid directly from SERS as a result of this QDRO, Member shall pay unto Alternate Payee the sum of $1,022.00 per month effective March 1, 2007, and each month thereafter. It is understood that Alternate Payee will be responsible for all tax consequences of payments after March 1, 2007. Alternate Payee shall receive 29% of the lump sum withdrawal received by Member, which benefit to Alternate Payee shall be the sum of $23,710.00. Alternate Payee shall also receive the equivalent of one year's monthly benefits, or $12,264.00. Said $12,264.00 and the $23,710.00 shall be paid from Member's lump sum retirement withdrawal and rolled into an IRA of Alternate Payee. 9. The type and amount of Member's retirement benefit payable under the terms of this Stipulation and Agreement after its entry as a Domestic Relations Order acceptable to SERS is dependent upon which option(s) is (are) selected by Member upon retirement. -3- 10. Alternate Payee may not exercise any right, privilege or option offered by SERS. SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid to each. 11. In the event of the death of Alternate Payee after receipt of any payments payable to her from SERS under the terms of this Stipulation and Agreement, any death benefit or retirement benefit payable to Alternate Payee by SERS shall be paid to Alternate Payee's Estate to the extent of Alternate Payee's equitable distribution interest in Member's retirement benefit as set forth in Paragraph 7. 12. 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. 13. It is specifically intended and agreed by the parties hereto that this Stipulation and Agreement: (a) Does not require SERS to provide and type or form of benefit, or any option not otherwise provided under the Retirement Code; (b) Does not require SERS to provide increased benefits (determined on the basis of actuarial value) unless increased benefits are paid to Member based upon cost of living or increases based on other than actuarial values. -4- 14. The parties intend and agree that the terms of this Stipulation and Agreement shall be approved, adopted and entered as a Domestic Relations Order. 15. The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain jurisdiction to amend any Domestic Relations Order based on this Stipulation and Agreement, but only for the purpose of establishing it or maintaining it as a Domestic Relations Order; provided, however, that no such amendment shall require SERS to provide any type or form of benefit, or any option not otherwise provided by SERS, and further provided that no such amendment or right of the Court to so amend will invalidate any existing Order. 16. Upon its entry as a Domestic Relations Order, a certified copy of this Stipulation and Agreement and any attendant documents shall be served upon SERS immediately. The Domestic Relations Order shall take effect immediately upon its approval and the approval of any attendant documents by SERS and shall remain in effect until further Order of Court. WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation, do hereby place their hands and seals. Dated: 4_- 19 - Dated: i?/ /( -5- 17- ?r? KITTY GILHAM BRYSON, Plaintiff, V. DANIEL GILHAM, Defendant. gar os nom p? IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA NO: 4238 CIVIL 1989 CIVIL ACTION -LAW IN DIVORCE ORDER AND NOW, this 2/0 day of racy , 2007, upon Stipulation and Agreement of the parties, as evidenced by the executed Stipulation and Agreement attached hereto and incorporated herein by reference, it is hereby ORDERED and DECREED that the Stipulation and Agreement shall be adopted as a Qualified Domestic Relations Order. BY THE COURT: D?bution: ,Ar Richard Wagner, Esq., 2233 N. Front St., Harrisburg, PA 17110 JSa dra L. Meilton, Esq., 1029 Scenery Dr., Harrisburg, PA 17109-5322 -4 c'1 :U `' I '! ZZ ,I,!!-! LOUZ Hi :10 lj-? KITTY GILHAM BRYSON Plaintiff V. DANIEL GILHAM Defendant IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA No. 4238 Civil 1989 CIVIL ACTION - LAW IN DIVORCE STIPULATION AND AGREEMENT AND NOW, the parties, Kitty Gilham Bryson, Plaintiff, and Daniel Gilham, Defendant, do hereby Stipulate and Agree as follows: 1. The parties were husband and wife, and a divorce action is in this Court at the above number. This Court has personal jurisdiction over the parties. The parties were married on February 19, 1971, and divorced on December 19, 1990. 2. Daniel Gilham, hereinafter referred to as "Member," is a member of the Commonwealth of Pennsylvania, State Employees' Retirement System, hereinafter referred to as "SERS." 3. SERS, as a creature of statute, is controlled by the State Employees' Retirement Code, 71 Pa.C.S. §5101-5956 ("Retirement Code"). 4. Kitty Gilham Bryson, hereinafter referred to as "Alternate Payee," is the former spouse of Member. 5. The name, last known address, Social Security number, and date of birth of the plan "Member" are: Name: Daniel Gilham ("Member") Address: 20 Hillcrest Road, Enola, Pennsylvania 17025-2616 SS#: 167-40-2463 DOB: July 20, 1948 6. The name, last known address, Social Security number, and date of birth of the "Alternate Payee" are: Name: Kitty Gilliam Bryson ("Alternate Payee") Address: 44 Acri Meadow Road, Enola, Pennsylvania 17025 SS#: 184-36-6556 DOB: September 26, 1946 It is the responsibility of the Alternate Payee to keep a current mailing address on file with the SERS at all times. 7. Twenty-Nine Percent (29%) of the Member's current retirement benefit (the specific sum of $1,022.00 per month) is to be allocated to Alternate Payee for the purpose of equitable distribution of this marital asset. 8. Member's retirement benefit is defined as all monies paid to or on behalf of Member 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 as a result of a disability which occurs before the Member's marriage to the Alternate Payee or after the date the Member's and Alternate Payee's final separation. Member's retirement benefit does not include any deferred compensation benefits paid to Member by SERS. Equitable distribution of the marital property component of Member's retirement benefit, as set forth in Paragraph Seven (7) shall commence as soon as administratively feasible after Member's effective date of retirement or the entry of this Stipulation and Agreement as a Domestic Relations Order acceptable to SERS, whichever is later. 9. Member hereby nominates Alternate Payee as an irrevocable beneficiary to the extent of Alternate Payee's equitable distribution portion of 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 other authorized representative of the Secretary, of any Domestic Relations Order incorporating this Stipulation and Agreement. The balance of any death benefit remaining after the allocation of the equitable distribution portion payable to Alternate Payee and any other alternate payees named under other SERS-approved Domestic Relations Orders ("Balance") shall be paid to the beneficiaries named by Member on the last Nomination of Beneficiaries Form filed with the Retirement Board prior to Member's death. If the last Nomination of Beneficiaries Form filed by Member prior to Member's death (a) predates any approved Domestic Relations Order incorporating this Stipulation and Agreement, and (b) names Alternate Payee as a beneficiary, then: (1) the terms of the Domestic Relations Order shall alone govern Alternate 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 Retirement Board prior to Member's death, Alternate Payee shall be treated as if Alternate Payee predeceased Member. No portion of the Balance shall be payable to Alternate Payee's estate. In addition, Member shall execute and deliver to Alternate Payee an authorization, in a form acceptable to SERS, which will authorize SERS to release to Alternate Payee all relevant information concerning Member's retirement account. 10. Member and Alternate Payee acknowledge that Member has already retired under the terms of a Maximum Single Life Annuity. Member further acknowledges that his option selection is final, binding and irrevocable. *Per the attached email dated July 9, 2008 from Jill S. Vecchio, Counsel, PA State Employees' Retirement System, Member selected Option 4 for which there are no death benefits. 11. Alternate Payee may not exercise any right, privilege or option offered by SERS. SERS shall issue individual tax forms to Member and Alternate Payee for amounts paid to each. 12. In the event of the death of Alternate Payee after receipt of any payments payable to her from SERS under the terms of this Stipulation and Agreement, any death benefit or retirement benefit payable to Alternate Payee by SERS shall be paid to Alternate Payee's Estate to the extent of Alternate Payee's equitable distribution interest in Member's retirement benefit as set forth in Paragraph 7. 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. Member and Alternate Payee acknowledge that benefits paid pursuant to this Stipulation and Agreement are and shall remain subject to the Public Employee Pension Forfeiture Act, 43 P.S. § 1311, et seq. 14. It is specifically intended and agreed by the parties hereto that this Stipulation and Agreement: (a) Does not require SERS to provide any type or form of benefit, or any option not otherwise provided under the Retirement Code; (b) Does not require SERS to provide increased benefits (determined on the basis of actuarial value) unless increased benefits are paid to Member based upon cost of living or increases based on other than actuarial values. 15. The parties intend and agree that the terms of this Stipulation and Agreement shall be approved, adopted, and entered as a Domestic Relations Order. 16. The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain jurisdiction to amend any Domestic Relations Order based on this Stipulation and Agreement, but only for the purpose of establishing it or maintaining it as a Domestic Relations Order; provided, however, that no such amendment shall require SERS to provide any type or form of benefit, or any option not otherwise provided by SERS, and further provided that no such amendment or right of the Court to so amend will invalidate any existing Order. 17. Upon its entry as a Domestic Relations Order, a certified copy of this Stipulation and Agreement and any attendant documents shall be served upon SERS immediately. The Domestic Relations Order shall take effect immediately upon its approval and the approval of any attendant documents by SERS and shall remain in effect until further Order of Court. WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation, do hereby place their hands and seals. Dated: 0? 0 Kitty it Bryson 2 Dated: 7- 'Daft 4 g7 e dilbfinf Gloria Rine From: Vecchio, Jill S. Ovecchio@state.pa.us] Sent: Wednesday, July 09, 2008 12:08 PM To: Gloria Rine Subject: RE: Daniel Gilham - QDRO Gloria, As a follow up to our conversation this morning, in order to clarify Paragraph 7, please add the words "per month" after the dollar amount listed in Paragraph 7. This will make it clear that the $1,022.00 is to be paid to the Alternate Payee each month from the Member's monthly annuity check. Also, in response to your question, SERS cannot release the Member's beneficiary form without an authorization to do so from the Member. However, in the current situation, because Mr. Gilham took a Maximum Single Life Annuity upon retirement and took a full Option 4 withdrawal, there is no death benefit payable upon Mr. Gilham's death. Therefore, the language contained in Paragraph 9 is moot. Please let me know if I can be of any further assistance to you Jill Jill S. Vecchio Counsel PA State Employees' Retirement System 30 North 3rd Street Harrisburg, PA 17101 (717) 237-0225 (direct dial) (717) 787-5751(fax) Mecchio(i?state.na.us NOTICE: PRIVILEGED AND CONFIDENTIAL The informati on contained in this message and any attachments contains privileged and confidential material intended for the sole use of the individual(s) named above. The sender preserves the attorney- client, work-product, and any other privilege, as applicable. If you are not an intended business recipient listed above, or an employee or agent of such recipient who is responsible for delivering this material to them, you are hereby notified that any disclosure, duplication, distribution, or other use of this information or the taking of any action in reliance on the contents of this transmission, without the express written consent of the sender, is STRICTLY PROHIBITED. If you have received this transmission in error, please notify the sender immediately by telephone, so the return of this material can be arranged at no cost to you. Receipt by anyone other than the intended recipients is not a waiver of any attorney-client, work-product, or other applicable privilege. 7/9/2008 C3 a C3 -Tj ni N .'ti.. 0 KITTY GILHAM BRYSON Plaintiff V. DANIEL GILHAM Defendant JUL 2 3 2008 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA No. 4238 Civil 1989 CIVIL ACTION - LAW IN DIVORCE ORDER AND NOW, this day of 14vro,,, , ?008, upon Stipulation and Agreement of the parties. as evidenced by the executed Stipulation and Agreement attached hereto and incorporated herein by reference, it is hereby ORDERED and DECREED that the Stipulation and Agreement shall be adopted as a Qualified Domestic Relations Order. BY THE COURT: Distribution: ? Richard Wagner, Esquire, 2233 N. Front Street, Harrisburg, PA 17110 ? Sandra L. Meilton, Esquire, 1029 Scenery Drive, Harrisburg, PA 17109 0-6pcc's malIFcL, 8?y?a 8 ??141 t .l j- 7i