Loading...
HomeMy WebLinkAbout00-00536 , h ~, . ~';l "& <,'_. . . ~ ~ ~~ ~~ ~ ~~ ~ ~ , if. it:iF.;F. :1':,''''''1, ;!;;F.;Ii ;F.;ti;F. , , :f.:F.:t';t; , , . . . . , . , , , , , , , . . , , , , , , , , , , , , , , , , , , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY , . . , . . STATE OF MARA E. DONALDSON, Plaintiff VE:RSUS WAYNE W. FLOYD, JR.. Defendant . . . . . . . . . . . PENNA. No. 00-536 CIVIL TERM DECREE IN DIVORCE AND NOW, ~\~2.~ ,2001 ,IT IS ORDERED AND DECREED THAT . , , . , , . , , . . , , , . , , , , , , , , , . . . AND MARA E. DONALDSON , PLAINTIFF, WAYNE W. FLOYD, JR. DEFENDANT, ARE DIVORCED FROM THE BONDS OF MATRIMONY, THE COURT RETAINS JURISDICTION OF THE FOLLOWING CLAIMS WHICH HAVE BEEN RAISED OF REC?fP. IN THIS ACTION FOR WHICH A FINAL ORDER HAS NOT YET BEEN ENTERED; \I\,U~ All other claims have been resolved in a Marital Settlement Agreement dated June 8, 2001, a copy of which is attached and incorporated, but not merged, here~n by reference as though fully set forth. , . , ,. "':f.:F. ;F. '" . . u < , . , . , . . . , . . . . . , . , . . , , . , . , , , . . . . i ,~ '0 ~ .' MARITAL SETTLEMENT AGREEMENT THIS AGREEMENT, made this 8th day ofJune 200l, at Carlisle, Cumberland County, Pennsylvania, by and between MARA E. DONALDSON of l29 Wilson Street, Carlisle, Pennsylvania 17013 (hereinafter referenced as "Wife") AND WAYNE W. FLOYD, JR., of 314 South Second Street, Harrisburg, Pennsylvania l7l04 (hereinafter referenced as "Husband"). ARTICLE I SEPARATION l.O 1 Separation of Parties. Differences have arisen betweelJ. the parties as a result of which they have been living separately and apart since November 3, 1999. l.02 Intention to Live Apart. The parties intend to maintain separate and permanent domiciles and to live apart from each other. It is the intention and purpose of this Agreement to set forth the respective rights and duties of the parties while they continue to live apart from each other and to settle all financial and property rights between them. ARTICLE II ENFORCEABILITY AND CONSIDERATION 2.0l Equitable Distribution of Marital Property. The parties have attempted to divide their marital property in accordance with the statutory rights ofthe parties and in a manner which conforms to the criteria set forth in ~401 of the Pennsylvania Divorce . Lo: , , , Code, and taking into account the following considerations: Any prior marriages of the parties; the age, health, station, amount and sources of income, vocational skills, employability, estate, liabilities and needs of each of the parties; the contributions of each party; the opportunity of each party for future acquisition of capital assets and income; the sources of income of each party, including, but not limited to, medical, retirement, insurance or other benefits; the contribution or dissipation of each party in the acquisition, preservation, depreciation or appreciation of marital property, including the contribution of each party as homemaker; the value of the property set apart to each party; the standard of living of the parties established during the marriage; and the economic circumstances of each party at the time the division of property is to become effective. The division of existing marital property is not intended by the parties to constitute in anyway a sale or exchange of assets, and the division is being effected without the introduction of outside funds or other property not constituting marital property. The division of property under this Agreement shall be in full satisfaction of all rights of equitable distribution of the parties. 2.02 Incorporation and Merger. This Agreement shall survive any action for divorce and shall forever be binding and conclusive on the parties; and any independent action may be brought, either at law or in equity, to enforce the terms of this Agreement by either Husband or Wife until it shall have been fully satisfied and performed. Any provisions herein concerning property rights, alimony and counsel fees shall not be -2- .," . I", modifiable. The considerations for this Agreement are the mutual benefits to be obtained by both ofthe parties hereto and the covenants and agreements of each of the parties to the other. The adequacy of the consideration for all agreements herein contained is stipulated, confessed and admitted by the parties, and the parties intend to be legally bound hereby. 2.03 Pending Divorce Action. Both parties specifically acknowledge that a divorce action was filed by Wife on January 28,2000, in the Court of Common Pleas of Cumberland County at Civil Action No. 00-536. The parties specifically acknowledge that their marriage is irretrievably broken and that they shall secure a mutual consent no- fault divorce pursuant to ~330l(c) of the Divorce Code. The parties agree to execute Affidavits of Consent for Divorce and Waivers of Notice ofIntention to Request Entry of Final Divorce Decree concurrently with the execution of this Agreement. Counsel for Wife specifically agrees to file the necessary documents to seek the entry of a final Divorce Decree within thirty (30) days of the date of execution of this Agreement which shall remain in full force and effect after such time as a final Decree in Divorce may be entered with respect to the parties. The parties agree that the terms of this Agreement shall be incorporated into any Divorce Decree which may be entered with respect to them and specifically referenced in the Divorce Decree. This Agreement shall not merge with the Divorce Decree but shall continue to have independent contractual significance. Wife -3- and counsel shall execute a Praecipe to withdraw the fault count for divorce and the count for equitable distribution simultaneously with the execution of this Agreement. 2.04. Representation by Independent Counsel. Each of the parties are represented by independent counsel in the preparation and execution of this Agreement. Wife is represented by Wayne F. Shade, Esquire, and Husband is represented by Joanne H. Clough, Esquire, ofReager & Adler, P.C. ARTICLE III EQUITABLE DIVISION OF MARITAL PROPERTY 3.01 Equitable Division of Real Property. (a) Concurrently with execution of this Agreement, Wife will execute a deed transferring all of her right, title and interest in the marital dwelling at 129 Wilson Street, Carlisle, Cumberland County, Pennsylvania, to Husband. The Deed will be prepared by counsel for Husband, and all expenses in connection with the preparation, execution and recording of the Deed will be borne by Husband. Wife will be entitled to exclusive possession of the marital dwelling without payment of rent for sixty (60) days from the date of this Agreement. Wife shall not be entitled to sublease the premises. Wife may surrender possession of the marital dwelling at any time prior to sixty (60) days from the date of this Agreement. When Wife surrenders possession of the marital dwelling, it shall be in the same condition as at the date of this Agreement. As long as Wife maintains exclusive possession of the marital dwelling she shall be responsible for payment ofthe -4- mortgage, utilities, real estate taxes and insurance with respect to the premises. Wife will only be required to repair any damage to the property that was caused by herself or her agents, servants, employees, invitees or independent contractors. Upon Wife's surrender of possession of the premises, Husband shall be responsible for all expenses with respect to the premises. Real estate tax proration is waived. The transfer of the Deed to the marital dwelling shall be subject to the present mortgage to Harris Savings Bank. However, immediately upon execution of this Agreement, Husband shall apply for fmancing to refinance the existing mortgage against the marital dwelling. Husband shall make all reasonable efforts to obtain such refinancing or to otherwise remove the mortgage as an obligation of Wife. If Husband is unable, through all reasonable efforts, to see to the removal of the mortgage as an obligation of Wife, he shall continue to apply for fmancing at least every six months from the date of this Agreement. In no event shall Husband have more than two years from the date of this Agreement to see to the removal of the mortgage as an obligation of Wife. As long as Wife remains liable on the mortgage, Husband will have Wife named on the homeowner's insurance coverages as an additional insured as her interests may appear. The Deed will be held in escrow by counsel for Wife to be delivered to counsel for Husband upon issuance of a full and fmal decree divorcing the parties from the bonds of matrimony. (b) Concurrently with execution of this Agreement, Husband will execute a Deed transferring all of his right, title and interest in all real estate formerly owned by Wife's -5- ''-^ , mother, with improvements thereon erected, situate in Penn Township, Cumberland County, Pennsylvania, and more particularly bounded and described in Cumberland County Deed Book l78, Page 900. The Deed will be prepared by counsel for Wife, and all expenses in connection with the preparation, execution and recording of the Deed will be borne by Wife. The Deed will be held in escrow by counsel for Husband to be delivered to counsel for Wife upon issuance of a full and fmal decree divorcing the parties from the bonds of matrimony. 3.02 Equitable Division of Personal Property. (a) The parties shall retain absolute ownership of their respective automobiles. Wife will assume responsibility for disposal of the unlicensed, uninsured and uninspected 1979 Volkswagen Rabbit. (b) It is the intention of the parties that they will each keep their clothing and other strictly personal effects. Wife will also retain ownership of all items of tangible personal property that were owned by Wife's family prior to the marriage and which were given to either Husband or Wife or both either before or during marital cohabitation. Wife will also retain ownership of all items of tangible personal property that she has acquired since the end of marital cohabitation. Specifically and without limitation, Wife will also retain absolute ownership of the tangible personal property listed in Exhibit "A", incorporated herein by reference as though fully set forth. Husband will retain ownership of all other -6- " " '" . ' I -' '~l : ~ Wf h' ,) 11",t- of ,ur;/ch ;s l~pcL"t etA -, , ' - cu--/tIdd titre/[ o:;,fxh,hJ 6 tangible personal property that is associated with the marriage^as well as all items of tangible personal property that he has acquired since the end of marital cohabitation. (c) Wife shall retain absolute ownership of the jointly owned Harris Savings Bank accounts ##17000l1076 and l7500ll264; (d) Husband shall retain absolute ownership of his accounts at Members lst Federal Credit Union and all other marital furniture, household goods and other similar untitled personal property. There are no horses or riding tack that are marital property; (e) The sum ofTwo Thousand Seven Hundred Eight and 50/100 ($2,708.50) Dollars shall be transferred to Husband from Wife's TIAA account. The transfer shall be [,; I effected under a Supplemental Decree in Divorce in the form of a Qualified Domestic Relations Order in such a way as to avoid income tax liability to Wife as a result of the transfer. The Qualified Domestic Relations Order shall be prepared by Husband and ultimately approved by the Plan Administrator and the Court, and a copy will be incorporated herein by reference as though fully set forth. In all other respects, the parties will execute and deliver any documents necessary to formally release their rights in or claims to the employee benefits, including without limitation, employee pension, stock, profit sharing and savings plans, if any, of the other; and (t) The parties will execute and deliver any documents necessary to formally release their rights and all claims to the life insurance, if any, of the other. -7- ~"" .I. ARTICLE IV DEBTS OF PARTIES 4.0l Loans. Wife has paid the home equity loan to Harris Savings Bank. She will also be responsible for payment ofthe federal income tax deficiency for 1998 in the amount of One Thousand Four Hundred Twenty-four and 33/100 ($l,424.33) Dollars plus any additional penalties and interest, her Visa account at Harris Savings Bank, her Talbot's, Sears & Roebuck, and Bon Ton accounts. Husband shall be responsible for payment of all other marital debt. The Twenty Thousand and Noll 00 ($20,000.00) Dollars from Wife's mother will be regarded as a gift to both parties hereto and not as a debt. The benefit ofthat gift shall be regarded as equitably divided between the parties in the process of the comprehensive resolution of the economic issues under the terms of this Agreement. 4.02 Post-Separation Obligations. Each party represents to the other that, except as specifically set forth immediately above, there are no outstanding joint obligations of the parties and that since the separation neither party has contracted for any debts for which the other will be responsible. 4.03 Indemnification. Each party indemnifies and holds harmless the other for all obligations separately incurred or assumed under the provisions of this Agreement. -8- - ,. , . ARTICLE V ALIMONY 5.0l Qualified Waiver. Each of the parties waives alimony generally; however, any obligations assumed by the parties under this Agreement as to which benefits flow to the other spouse shall be payable as alimony for the pUlposes of enforcement and so as to constitute an exception to discharge in bankruptcy but will not be deductible by the payor or taxable to the payee for income tax purposes. ARTICLE VI COUNSEL FEES 6.01 Present Fees Incurred to Date. Each party hereby agrees to be solely responsible for his or her own counsel fees, costs and expenses incurred in this separation and divorce action, except as otherwise set forth in this Agreement. Neither shall seek any contribution thereto from the other except as otherwise expressed or provided herein. 6.02 Counsel Fees After Divorce. The parties agree with respect to counsel fees incurred after the divorce, as follows: (a) In the event that future legal proceedings of any nature may be necessary for the interpretation or enforcement ofthis Agreement or any valid modifications hereof, the prevailing party shall be entitled to reasonable counsel fees incurred. (b) Reasonable counsel fees hereunder shall be defined as reasonable hours expended at the then hourly rate of counsel for the prevailing party. -9- .' ., ~.- , . (c) Such counsel fees shall extend to any independent proceedings necessary to collect counsel fees or to enforce any other judgment or decree in connection with this Agreement. (d) Such counsel fees shall be payable as alimony so as to constitute an exception to discharge in bankruptcy but shall not be deductible by the payor or taxable to the payee for income tax purposes. ARTICLE VII GENERAL PROVISIONS 7.0l Income Tax Consequences. The parties have heretofore filed joint federal and state income tax returns. Wife will be assuming responsibility for the federal income tax deficiency for 1998 under the provisions of~4.01 above. Both parties agree that in the event of any other deficiency in federal, state or local income tax is proposed, or any assessment of any such tax is made against either of them, each will indemnify and hold harmless the other from and against any loss or liability for any such tax deficiency or assessment and any interest, penalty and expense incurred in connection therewith. Such tax, interest, penalty or expense shall be paid solely and entirely by the individual who is fmally determined to be responsible for the deficiency or assessment. Except as otherwise set forth herein, any income tax incidents of any kind imposed by virtue of any transfers of assets or other payments required under this Agreement will be the responsibility of the transferee. -lO- -- , . 7.02 General Release of All Claims. Each party hereto releases the other from all claims, liabilities, debts, obligations, actions and causes of action of every kind that have been incurred relating to or arising from the marriage between the parties. However, neither party is relieved or discharged from any obligation under this Agreement or any other instrument or document executed pursuant to this Agreement. 7.03 Subsequent Divorce. Both parties specifically agree and acknowledge that each are executing 3301(c) Consents to Divorce and Notice of Waivers ofIntention to Seek Entry of Final Divorce Decree simultaneously with the execution of this Agreement. Each party hereto is specifically waiving any right he or she may have to maintain a suit for divorce against the other party based upon any past or future conduct of the other. It is the specific intention of the parties that a no-fault Divorce Decree be entered in this action. Nevertheless, in the event of the breach of this Agreement by Husband prior to issuance of a Decree in Divorce, nothing herein contained will be deemed to prevent Wife from maintaining a suit for absolute divorce against Husband in any jurisdiction based upon any past or future conduct of Husband, nor to bar Husband from defending any such suit. In the event of the breach of this Agreement by Husband, he would remain bound by all of the terms of this Agreement. In the event of the breach of this Agreement by Wife, her claims against Husband for marital misconduct would be waived; and Husband would not be bound by any of the terms of this Agreement unless he would elect to remain bound. -11- ~" , . 7 .04 Waiver of Estate Claim. Except as otherwise herein provided, in the event of the death of either party hereto, each party hereby waives, releases and relinquishes any and all rights that he or she may have or may hereafter acquire as the other parties' spouse under the present or future laws of any jurisdiction, as follows: (a) to elect to take against the will or codicils of the other party now or hereafter enforced; (b) to share in the other parties' estate in cases of intestacy; and (c) to act as executor or administrator of the other parties' estate. 7.05 No Debts and Indemnification. Each party represents and warrants to the other that he or she will not incur any debt, obligation or other liability, other than those already described in this Agreement, on which the party is or may be liable. Each party covenants and agrees that if any claim, action or proceeding is hereafter initiated seeking to hold the other party liable for any other debt, obligation, liability, act or omission of such party or for any obligation assumed by a party hereunder, the party liable will, at his or her sole expense, defend the other against any claim or demand, whether or not well- founded, and that he or she will indemnify and hold harmless the other party in respect to all damages resulting therefrom. The obligation created hereunder will be payable as alimony so as to constitute an exception to discharge in bankruptcy. 7.06 Full Disclosure. Each party asserts that he or she has made a full and ucomplete disclosure of all of the real and personal property of whatsoever nature and -l2- - , . wheresoever located belonging in anyway to each of them, of all sources and amounts of income received or receivable by each party, and of every other fact relating in anyway to the subject matter of this Agreement. These disclosures are part ofthe considerations made by each party for entering into this Agreement. 7/J7 Right to Live Separately and Free from Interference. Each party will live separately and apart from the other at any place or places that he or she may select. Neither party will molest, harass, annoy, injure, threaten or interfere with the other party in any manner whatsoever. Each party may carry on and engage in any employment, profession, business or other activity as he or she may deem advisable for his or her sole use and benefit. Neither party will interfere with the use, ownership, enjoyment or disposition of any property now owned or hereafter acquired by the other. 7.08 Agreement Voluntary and Clearly Understood. Each party to this Agreement acknowledges and declares that he or she, respectively: (a) Is fully and completely informed as to the facts relating to the subject matter of this Agreement and as to the rights and liabilities of both parties; (b) Enters into this Agreement voluntarily after receiving the advice of independent counselor, having had the opportunity to do so, having decided not to do so; (c) Has given careful and mature thought to the making of this Agreement; (d) Has carefully read each provision of this Agreement; and (e) Fully and completely understands each provision of this Agreement, both as to the subject matter and legal effect. -13- ~ I , J;ti. , . . 7.09 Compliance. The parties will execute and deliver any documents necessary to formally conclude any of their obligations under the terms of this Agreement to each other. 7.l0 Default. If either party fails in the due performance of any of his or her material obligations hereunder, the party not in default will have the right to act against the other, at his or her election, to sue for damages for breach hereof, or to rescind this Agreement or seek such other legal remedies as may be available to either party. Nothing herein shall be construed to restrict or impair either party in the exercise of this election. 7.ll Amendment or Modification. This Agreement may be amended or modified only by a written instrument signed by both parties. 7.12 Successors and Assigns. This Agreement will be binding on and inure to the benefit of the respective legatees, devisees, heirs, executors, administrators, assigns and successors in interest of the parties. 7.13 Law Governing Agreement. This Agreement will be governed by and will be construed in accordance with the laws of the Commonwealth of Pennsylvania in effect at the date of execution hereof. 7.l4 Reconciliation. In the event of reconciliation, attempted reconciliation or other cohabitation of the parties hereto of short or long duration after the date of this Agreement, this Agreement shall remain in full force and effect in the absence of a -14- .: - ~--~ l..- " . written Agreement signed by both parties hereto expressly setting forth that this Agreement has been revoked or modified. IN WiTNESS WHEREOF, the parties hereto have hereunto set their hands and seals, intending to be legally bound hereby, the day and year first above written. Signed, Sealed and Delivered in the Presence of: L1/~ r~ ~ 'i:. ~ (SEAL) Mara E. Donaldson Wayn -15- -,'. , . EXHIBIT "A" l. Books at Dickinson College 2. Cross-country skis and boots 3. Gay Folz creche 4. Gay Folz horse 5. Folk art flower girl from the bathroom 6. Larger native american storyteller ~ .- . . , . . . ,".-" ".\ . .1'.<:;' .,.,' . EXHffiIT "B" ~. L. Jj -< '- j.,; . . . I"'~ ::;!:::::;~' , .;- ..,;.. TANGIBLE PERSONAL PROPERTY ....Chin.a oabinet in dining room . .'ChQn'Y chest of orawers in bedroom . :':['..unk in living room . BiD Chapman watercolor in dining room ... . . .'poW in b~ment ., 9:l'een bqx on back porch 19" TV from bedroom $250 -- 150...... 100 ~ 100...... 200 v 35 v 200 ..... .,' . " .''l'\mer. CD player and speakers in living room 2 end tables in living room ~. rugs in guest room '.)~ookcase from study '.. : lilu'ge filing cabinet , .J~ filing cabinet .. ,table and chairs in dining room .... -BoXed fim in attic, never installed .. . Table under window in living room d' J piece (jf stainec,l glass in living room .,'b,Jlbooks in upstairs study . Wicker stand in upstairs bathroom . . :Hl,I$blll'l4' s backpack and sleeping bag in attic ..... .gigh density floor lamp . . . 'Vldet stand from bedroom. walking sticks from closet in lj,'0.rig room . -.,RWigllrator .'.: '." , M~Wllve. blender. food processor 450 .....- 200 ..... 200 v- 100 v 100 v 50 v 1.200 V 75 v 100 t..- 100 v 3.000 V 25 V 250 v 35 v- iSO L--'" 750 v 250 v ',: " . ';" ", - ~"';- ,. ,'- .~ . . I . , .:,';,~~~V:;:"':." . , :. -,.' '. ':;.-".1 ; ~,. ;,-1 ' .".,~~ china 500 L./ 50 <,./ i50 v 500 v .' .., ,~~d41~ floor fan ,.:D<ili" chair and table from study '~in dining room . :~d's cross.country skis and shoes -!~ladder in g~age . ,~band's bicycle ,:Trombone stand, music stand 250 v 50 v SooV' . . .' . 'trre Jlljs~~'s camera, lenses ,;c- _.'1 'COleman stove and lantern, kerosene lantern <~@rSePhoto of chairs on porch in living room ';.',.1' . .fi~safe in kitchen ',Wife's chest of drawers in bedroom 'TrUiJk in bedroom , ':$Cherensclmitte and horse pictures in dining room ~7~TV and VCR in living room ..,~'entertainment center in living room so v 500 '-" 300 --- iOO v 150 v-- 200 v . . :i!)e$ktop computer. printer. sCanner "'( ',:" .......~ size bed in bedroom . '. :'Uphoistered armchair in living room ., '~fl in living room, rug in study, rug in bedroom .:' ,> . Gzeenchair in office .'" '. 150 v- 100 V 150 V 400 v- 650 ....... 'F IRP~vJof'~ f<y . .............u ~ a.ft<-N , ~ "" ,,,,,(11, 200v ".1'-' 200 v . ...]keabookcase in living room ."')1 bookcase from study 250 v 150 V 400 ....... 100 v--- -2- ~ , . ,"~;,~~,,!l!!(,_" " . Qiss-In-4 rocker in 0 ffice '1' large filing cabinet 1 $111&11 filing cabinet ',~fil in living room :Blucbookcase in basement :,;~t'iec-e of stained glass in living room .;Picture in upstairs bathroom ':Wife's backpack and sleeping bag in attic ;Ceffee table in office , 'JollIe lamps in living room , , 'All Wife' s framed art in attic , , ;~er. dryer. stove ., , , , x,iwnmower, snow blower 'Wood lounge chair on porch .~c table., chairs, wnbrella , '~lue quail china Sears oscillating fan " .~~_k chair and computer desk from study ; ,$~gle bed foldout love seat from study :. . . T4U l<ldder in garage ,'W*'s bicycle :Qh~tham clock in kitchen ~fe's cameras, lenses .;.- ~ "~J -3- ~-, ~- -, , - '~. 150 .....- 100 ,,/ 501/ 1,200 v 50 v 100 v 25 .......... i50 .......-- 50 ......- 60V 100 v'" 1,000 v- 300 ....-- iOO ..... 200 v 500 ~ 30 0- 100 v 200 v 75 v ,50 '-'" 30 .....- 200 V . . , ,:-;,:~:'i~~~:,':, ., ,OAA grill '~~e watercolor of jars in living room :,';".: , " , ij~cellapeous unvalued contents '. TOTAL :-" ;., ~~ -~ >' '",'," '. <.-i i: ,." ,f' .. .; ',~- " ~ ,'I '. .: -r ~ -. .' , ',.' ~,:...,;;':..I !. ", ~,- .",~ -".- ",;,,,-, 100 (....- 150 Q $24,940 .......- -4- ~i:l~lin!lii~l!illolll:lr"'''''~'' j' iiliIlIlIl_i;/k""OW="~~.~"~ .!IliI1 -, "".'~ ~ ^- ,--~ - -- () C -at:: ~~ CC) 5,"") ~(:) :P'C :;Z', :2. c> (-; \::-;~ ....1;- - f') -0 --,' . . Q '" - .---'. \-','1 ~J. S3~\ <:",/C"'1 ~r-n ':::4 ~ "4 '" Iv . '"~ WAYNEF.SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 '--...:~, MARA E. DONALDSON, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : CIVIL ACTION - LAW v. : NO. 00-536 CIVIL TERM WAYNE W. FLOYD, JR., Defendant : DIVORCE PRAECIPE TO TRANSMIT RECORD To the Prothonotary: Please transmit the recofd, togethef with the following information, to the Court fOf entry of a divorce decree: 1. Ground for divorce: Irretrievable breakdown undef S330l(c) of the Divofce Code. 2. The date and manner of service of the Complaint were February 15,2000, by certified United States mail, postage prepaid, feturn receipt requested, addressee only. 3. Date of execution of the Affidavit of Consent and Waiver of Notice ofIntention to Request Entry ofa Divorce Decree under S330l(c) of the Divorce Code by Plaintiff was June 8, 2001, and by Defendant was May 30, 2001. 4. Related claims pending: None. Date: June 11,2001 t!~~ Wayn . Shade Attorney for Plaintiff :.ilillirHlii.lIiIMIliiA_ld"~I~1 i "' -~';.;.~~...IoIii~nM.l!~~' --", _,__ Ill! .~~~,~-'~, ,,-,," ~~,~,y'-,,~ -'="",-"",~ ',^ ,~~ .....~'~........__loil - ~J"". g 0 () ','i ..".. c.- ~ "'tJOJ c: ron-I Z '- :z: :D -:Jt:} :Z:C ,\ _.J <PZ N :i~3~}\ 26 "" t5 ;:; <:: ...,- ~o - 2m -0 - 0' J>'c: ., _4 'J'" ~ N ~ l'>> . I_~ - T~I ^'--lml.mlilll.l~,j ,. MARA E. DONALDSON, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : CIVIL ACTION - LAW v. : NO. 00- 53(" CIVIL TERM WAYNE W. FLOYD, JR., Defendant : 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 faii 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 CUMRERLAND COUNTY COURTHOUSE. CARLISLE. PENNSYL V ANlA 17013 IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE TillS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. Cumberland County Bar Association 2 Liberty Avenue Carlisle, Pennsyivania 17013 Telephone: 717-249-3166 WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 $~~~ Wayne F. Shade, Esquire Supreme Court No. 15712 53 West Pornfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Attomey for Piaintiff ,;::.,.UI" ~".................... . WAYNEF. SHADE Attorney at Law 53 West Pomiret Street Carlisle. Pennsylvania 17013 -"'!~ ..L , _~.k,~ MARA E. DONALDSON, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : CIVIL ACTION - LAW v. : NO. 00-:;3(. CIVIL TERM WAYNE W. FLOYD, JR., Defendant : DIVORCE COMPLAINT COUNT I DIVORCE 1. Plaintiff in this Action in Divorce is MARA E. DONALDSON, an adult individual who resides at 129 Wilson Street, Carlisle, Cumberland County, Pennsylvania 17013. 2. Defendant is WAYNE W. FLOYD, JR., an adult individual and citizen of the United States of America who resides at 314 South Second Street, Apartment 1, Harrisburg, Dauphin County, Pennsylvania 17104. 3. Plaintiff has been a bona fide resident of Cumberland County, Pennsylvania, for more than six months previously to the filing of this Complaint and continuing to the commencement of this Action in Divorce. 4. Plaintiff and Defendant were lawfully joined in marriage on June 6, 1982, in Charlottesville, Virginia. , ~-^~,,"~- ~ WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 ~' ~ __~,.L.,~ 5. The parties have been living separate and apart since November 3, 1999. 6. Plaintiff avers as the grounds on which this action is based that Defendant has offered such indignities to the person of the Plaintiff, the innocent and injured spouse. as to render the condition of Plaintiff intolerable and the life of Plaintiff burdensome. In the alternative, Plaintiff avers as the grounds on which this action is based that the marriage of the parties is irretrievably broken. 7. There have been no prior actions for divorce or annulment of this marriage in Pennsylvania or in any other jurisdiction. 8. This Action in Divorce is not collusive. 9. Both parties to this Action in Divorce are legally capable of managing their own concerns. 10. Defendant herein is not a member of the armed forces of the United States of America. 11. There were no children born to the parties. -2- - .' WAYNEF.SHADE Attorney at Law 53 West pom.fret Street Carlisle, Pennsylvania 17013 =~ "~i';; . , . 12. Plaintiff has been advised that counseling is available and that Plaintiff may have the right to request that the Court require the parties to participate in counseling. WHEREFORE, Plaintiff demands judgment dissolving the marriage between the parties. COUNT II EQUITABLE DISTRIBUTION 13. The averments of Paragraphs 1 through 12 inclusive above are incorporated herein by reference as though fully set forth. 14. Plaintiff and Defendant possess various items of marital property which are subject to equitable distribution by the Court. WHEREFORE, Plaintiff demands judgment equitably distributing all marital property owned by the parties and such further relief as the Court may deem equitable and just. d/~-{~~ Wayne . Shade, Esquire Supreme Court No. 15712 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Attorney for Plaintiff -3- .0 '. . WAYNEF.SHADE Attorney at Law 53 West Pomfret Street Carlisle, ~ennsylvania 17013 ':,1 _=1 ~L'lL ...~.L~ - , . I verifY that the statements made in this pleading are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. Date: q -'__ O~~,~l1 ~ ~C~ Mara E. Donaldson ~'j~ ..aa.:.rll~Iill'~~ llillllI\iIIl"-'" , ~",jjJ__I..><1~";ii,,",,", _'t,",o<!.~I"_~111_~-< 1~ ~ ~~ ~~ G ." ........'" " '" ~ ~V1~ ~ \ ~\~ ~ ,\ \ , ~~.~ ~ .~ t~ 1""'"""" o L"") C 0 -0;;: nlf~ Z::lJ ~(~. ~;?~:: ~C) ::t> zO ~O rc Z =< o T\ ~1;p} ~ ig\~ :P>> ' =r:: i~5'~~ om );! ~ 1::i>>- :e: - .. w c- ~'IIIIIMIIIM , ~ - I~,'i.;j ,~....I "... " . + Z 013 349 1b"l US Postal SEllVice Receipt for Certified Mail No Insurance Coverage Provided. Do not use tor International Moil lSee reve"'e) m'Yne W. F10vd Jr. ph. D. s.rr4~~ Second St. . Apt. 1 lr.! Office_~ & ZIP Code P A 17104 arr~s urg. () Postage $ .77 c: ?'- ur-;:- Certified Fee 1. 40 n-li~", Special Delivery Fee ~?~~i~ : ---'--,,' Restricted Delivery Fee 2.75 ~C~; '" ~2 co Retum Receipt Showing to co 1. 25 - Whom & Dale OeIiVOlBd .5- " Re\1JmRecoptShowing10 Whcm, -<.,", --] <( Dale, & Addressee's Address -<; Q $ 6.17 0 TOTAL Postage & Fees CD '" Postmalk or Date E J."IS-~OO (; LL UJ "- " " ....",~ ~ 1"''-- ~. " ,,, I";; " .. lii e " ~:S c o ., '" a; 'li E o u SENDER: . Complete items 1 and/or 2,'for additlonal services, . Complete items 3, 4a, and 4b, ~ . Print your name and address on the reverse of this form so that we can return this ~m~. ' . Attach this form to the front of the mail piece, or on the back if space does not permit. . Write "RstlJm Receipt Requested" on the maHpiece below the article number. . rhe Return Receipt-wll~shElw to who(TI the article was delivered and the date delivered, ' - - I also wish,to receive the following services (for an extra fee): 1. 0 Addressee's Address r- - - Consult postmaster for fee, 4a. Article Number a l'l " a: c !i a; , IX Certified a: o Insured g' o COD gj 3. Article Addressed to: Ph.D. iA1 Z 013 3 9 1 4b. Service Type o Registered o Express Mail o Return Receipt for Merchandise 7. Date of Delivery Wayne W. Floyd, Jr.. 314 South Second St. . Harrisburg, PA 17104 ),- ~61J 5, Received By, (Print Name) 8. Addressee's Address (Only if requested and fee is paid) 102595-98-6-0229 Domestio-Retum Receipt :".'1 (::) .-.....~ ~~ ,. , -;-, C) C) -,., ;-~ ,-,-:; I'\..) ''.:' ':-;-' Gl u 'l: ,x ~ .e " g, ... c " '" I- ~lIiillitlillil:i~~!!:l'OIl~ll'fllttl~ll~~ ,- " ~-M"~mlIIWI..:lii.illllilll:k.::i.li102nDiIl" WAYNEF, SHADE Attorney at Law 53 West pomfret Street Carlisle, :Pennsylvania P013 r- ......... . , MARA E. DONALDSON, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : CIVIL ACTION - LAW v. : NO. 00-536 CIVIL TERM WAYNE W. FLOYD, JR., Defendant : DIVORCE AFFIDAVIT OF SERVICE WAYNE F. SHADE, ESQUIRE, certifies that he is counsel for Plaintiff in the above-captioned matter, that he did, on February 15,2000, serve the Complaint in Divorce in the above-captioned matter upon Defendant by certified United States mail, postage prepaid, return receipt requested, addressee only, and that the same was received by Defendant on February 16,2000, as evidenced by the return receipt card attached hereto bearing Certified No. Z 013 349 169. It is understood that false statements herein are made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. Date: February 17,2000 wa~~a~~ ~~ - j ,.... -'"- . , .I. '" ;, MARA E. DONALDSON, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : CIVIL ACTION - LAW v. : NO. 00-536 CIVIL TERM WAYNE W. FLOYD, JR., Defendant : DIVORCE AFFIDAVIT OF CONSENT AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER 93301(c) OF THE DIVORCE CODE COMMONWEALTH OF PENNSYL VANIA) ) SS: COUNTY OF CUMBERLAND ) 1. A Complaint in Divorce under ~3301(c) of the Divorce Code with Notice of Availability of Counseling was filed on January 28,2000, and served on February 15, 2000. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing and service of the Complaint. 3. I consent to the entry of a Final Decree of Divorce without notice. 4. I understand that I may lose rights concerning alimony, division of property, WAYNEF, SHADE Attorney at Law 53 West Pomfret Street lawyer's fees or expenses if I do not claim them before a divorce is granted. Carlisle, Pennsylvania 17013 -~ ~. J WAYNEF. SHADE Attorney at law 53 West Pomfret Street Carlisle, Pennsylvania 17013 ~'I- .... ~ ... _" ) , . 5. I understand that I will not be divorced until a Divorce Decree is entered by the Court and that a copy ofthe 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 of my right to counseling and understand that I may request that the Court require that my spouse and I participate in counseling. 7. I understand that the Court maintains a list of marriage counselors in the Domestic Relations Office, which list is available to me upon request. 8. Being so advised, I do not request that the Court require that my spouse and I participate in counseling prior to a Divorce Decree's being handed down by the Court. 9. I verifY that the statements made in this Affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. Date: June 8, 2001 ~e,~ Mara E. Donaldson "..- lIMl!!ilim!liiilIiiW .~ ""'"",~'~. IWOllJ!l\j..lll&Jli~~'. ~- -- { "~ 'r, J. g 0 0 - "1JtE <- ~q 5flnl c::: .,," 2:2;' :e ':'j::D 'e- C/)):.. ''0 "r" ..---" ,":;(:j kC1 '--1 i " "::j(J ~O ::t: ~~:B pO Z() ~ - ()In " N --, ;",; :0 -< .-. 1 . J ":"rB ':'- J " .:.. , > , MARA E. DONALDSON, , Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : CIVIL ACTION - LAW v. : NO. 00-536 CIVIL TERM WAYNE W. FLOYD, JR., Defendant : DIVORCE AFFIDAVIT OF CONSENT AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER ~3301(c) OF THE DIVORCE CODE COMMONWEALTH OF PENNSYL VANIA) ) SS: COUNTY OF CUMBERLAND ) 1. A Complaint in Divorce under 9330I(c) of the Divorce Code with Notice of Availability of Counseling was filed on January 28,2000, and served on February IS, 2000. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing and service of the Complaint. 3. I consent to the entry of a Final Decree of Divorce without notice. 4. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses in do not claim them before a divorce is granted. . i ~... II< .. .1 .. '" .'1' '" 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 of my right to counseling and understand that I may request that the Court require that my spouse and I participate in counseling. 7. I understand that the Court maintains a list of marriage counselors in the Domestic Relations Office, which list is available to me upon request. 8. Being so advised, I do not request that the Court require that my spouse and I participate in counseling prior to a Divorce Decree's being handed down by the Court. 9. 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. !l4904 relating to unsworn falsification to authorities. Date: ~ ?; 0 , '24>0 I wJ~4~ - . .- - r"-'-1-~~- . ~ ~-' ~, "~, ,.;:,.., ~'- '"" - -~ . .t.... (") c <" ""00; rnrn z::t! :zt:;:~ ~2; !;20 :zo -0 )>C Z =< " - I.;j', ~ 'T " o C' -'1"\ (..... c: -~;-... - "'<;;1 . t""",',,' ""," ~ <.:::;() ,_'-1, g~ ,-1 ""'" ~ N 4? N ,- WAYNEF.SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 - " ~ :,-; MARA E. DONALDSON, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : CIVIL ACTION - LAW v. : NO. 00-536 CIVIL TERM WAYNE W. FLOYD, JR., Defendant : DIVORCE PRAECIPE TO THE PROTHONOTARY: Please withdraw the first sentence of~6 and Count II ofthe Complaint herein. Date: June 8, 200 1 a'~~ Wayn . Shade, Esquire Attorney for Plaintiff ", ..." "";;'llliiiIIIl_" -'lIlIIllillliilll- - -'iWiIl ... >~-'~"'""lIIiI ~1IIIlMI1:t~'! 0 0 0 c: -'(j 5: '- -o(J:I c: --n fT1tTi Z F z::;:; -_ ,:''1 Zt;;: 1'0 "--, ~:Z: ;~:~ 2-J kG -0 '~":2~~ ~o ~ c 6rn 5>':: ;P! ~ N ~ 0 ,,- " ,i", ,.. ~~ 1__ '","' _;~ _ . ',,;i, __',. " ;'--'-'g, ... OCT 2 9 2001~~ MARA E. DONALDSON, Plaintiff IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA NO. 00-536 WAYNE FLOYD, JR., Defendant CIVIL ACTION - LAW IN DIVORCE QUALIFIED DOMESTIC RELATIONS ORDER AND NOW, this 2--<1. day of ()c;;,~, 2001, it appears to the Court as follows: 1. The parties hereto were husband and wife, seek this Order in conjunction with a final decree of dissolution of marriage dated June 25,2001 in that action pending in this Court at the above number. 2. Mara E. Donaldson, SSN 217-56-8785, hereinafter referred to as "Participant", is employed by Dickinson College, is a participant in the Teachers Insurance and Annuity Association-College Retirement Equities Fund, hereinafter "TIAA-CREF" and has the following annuities: TIAA Retirement Annuity (RA) Contract CREF RA Certificate No. B398037-8 No.Q398037-5 Mara E. Donaldson's current and last known mailing address is 129 Wilson Street, Carlise, Pennsylvania, 17013. 3. The Alternate Payee is Wayne W. Floyd, whose current and last known mailing address is 129 Wilson Street, Carlisle, PA 17013. The Alternate Payee's SSN is 587-52-1705 and date of birth is May 10, 1950. 4. To accommodate the marital/community property distribution between the parties IT IS ORDERED, ADJUDICATED AND DECREED AS FOLLOWS: A. That the TIAA.CREF annuities previously referenced are marital property: ,_,L"'_. , ~ ~- , "~",-""","""", ", ~ B. Upon finalization of this Order and pursuant to the terms of said annuities, the current values as ofthe valuation date of the Participant's TIAA-CREF annuity accumulations for the Marital Portion defined below shall be awarded as the Alternate Payee's sole and exclusive property to be applied to TIAA-CREF annuities subject to the terms and limitations of said annuities: (Choose i or ii) 1. Marital Portion if a dollar amount to be transferred has been determined. a) accumulations are to be valued as of June 25, 2001, the date the Marital/Community property interest ceased: TIM RA No. B398037 -8 $2.708.50 lll. Transfer Values The values actually transferred will reflect interim investment experience until the transfer is recorded by TIAA-CREF. The TIAA Traditional accumulation will increase over time, whereas the TIAA Real Estate and CREF accumulations may increase or decrease, reflecting the performance of the underlying investments. C. Conditions of division of annuity contracts: 1. All ownership and interest in the balance of the accumulations not transferred in all annuities issued to the Participant by TIAA-CREF will belong to the Participant. 11. All ownership rights in the newly issued annuities will belong to the Alternate Payee. lll. The beneficiary designation ofthe Alternate Payee's annuities will be his or her estate, unless a beneficiary designation is submitted pursuant to the provisions of the contracts. and accepted by TIAA-CREF. The Alternate Payee must review the contracts at issuance for accuracy and inform TIAA- CREF of any change of address. IV. The Alternate Payee's annuities will be issued with the same investment allocation as the Participant's applied pro rata. The Alternate Payee may change the investment allocation once his or her annuities are issued in accordance with the contributing employer's plan. D. Reaffirmation/Termination of Alternate Payee's status as beneficiary of record for all annuity contracts or individual life insurance funded through TIAA-CREF on the life of 2 - . ""- ',I, " ~ ,.:_---,j ',-- 'l.>,- - the Participant. Choose i or ii by striking the non-applicable choice. If no selection is clearly indicated, the beneficiary will remain unaffected. unless otherwise provided by applicable law. 1. R'eaffiIlnatlou. (a The AlL"rnate P",,yee is Lo ~,,=ain b"-iieE.dar:y a" pe~ "Aisting Jv.,ignat~()u..,. The rd.LL~,-,ipa.nt .Lef.,d.~uS the l~ght tv vhange 5t:..(1.. Jt>:ligna.t~().l:"6. (b) The .I.\lie.LuaLv rayee ~6 Lo be pfimd-lor bt:-uvL.c.iaIJ for the f()ll()vv~ug pv.L....c;fitage of LILt:; .L'VL~re.oo.euL GvuL.LG.,-,L death be.LJ.e.GL., a.ud. fvI life ~.tJ.6uran(.e prOGeedb do deSGltbed. Rl'l.. ORA TIM Co~lLad" _% CREF Ce~ L~E.':'aL"" _% I.L~d~ v ~d u.a.l L~fc; IustlIar>c"- Policy No". _% The P a~ t~c~pa~iL ~eLd~u" Ll~" ~ight to change these designations. ii. Termination - as of the date of TIAA-CREF's receipt of the QDRO, all TIAA- CREF benefits otherwise payable to the Alternative Payee as beneficiary are payable to the estate of the Participant. The Participant retains the right to change the designation. E. TIAA Traditional Retirement Annuities (RAs) do not allow single-sum withdrawals or transfers to alternate carriers. For other TIAA-CREF annuities, the Alternate Payee's right to receive Single-sum withdrawals and/or transfer all or a part of the accumulation to an alternate carrier may be limited in accordance with the contributing employer's plan. F. The parties are directed to submit to TIAA-CREF all documents and releases (if required by TIAA-CREF) to finalize this Order within 30 days of the request for same. 5. This Order: A. does not require any plan to provide any type of form of benefit, or any options not otherwise provided under the plan, and B. does not require TIAA-CREF to provide increased benefits, and 3 ,'~ - " - .~ ,J.",.",,;! -, D. If any portion of this order is rendered invalid, the balance of the order will remain fully enforceable. 6. ion to issue further orders as needed to execute this Order Date: (0 1 Z-l1 ~ 01 By the Court Participant ~ <G Date:~. ,;j~'~1 Alternate Payee Date: o~~ 11--J 2.VD 1 o >- C"> ~ 9? ..:1 ,:~ Z lJ~l ~::;J :)~ C)f- O'? ~~, ..0: 0-- ::f :~:::J ..~>- f-s fj~ Co") :~(O? N ___.12 'x:z [L I- ..j - U ~w CD 0... 0 ~ LI- e 0 ::J () -,' ~]I ", .,._~ ~ _ _ .~JII',~ ~" ;::nJ_u,.,Of+tCE !;i': :""';~,:~:;rH::i\~OTI\RY [\ ~ OCl 2 9 ~!3-)i 1 \: 22 cu"""" ",',"'(~' IN'f'{ iVtc:.i"\!J{'h.J Guu PENNSYLVANiA .' ,', '-,,'-, 1 ~_.l\f!Im!l~r~~ . -- - ~ , ~cJ ~ i .}