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IN THE COURT OF COMMON
PLEAS
OF CUMBERLAND COUNTY
STATE OF ~! PENNA.
IRA E. WAGNER, SR.,
Plaintiff
N (), 97-6981
II)
V\'I';~1t:;
OORIS J. WAGNER,
Oefendant
DECREE IN
D I V 0 R C E tit 1(') " f.l~
"'~" ,.~, it is ordered and
decreed thot ,..,.. ,~~~..,..,......,......,... plaintiff,
and"", """ Oorl~, .I,', ~~~n~!"" "'" ", defendant,
are divorced from the bonds of matrimony.
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;
, , , , , , :r,he, pa.rtIes.'. Sepa.r,a,tlon, an,d P.rop,er,t,y, ,S,e,t,t,l,e,m,e,n,t, ,Ag,r.e,e,me,nt". ,d,a,t,e,d, , , , ,
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~PARATION A~ PBQfE.!UY SETTLEMENT AGREEMENT
nuSAGREEMENT,madethis I $ "lday of !+fr, ( ,1999, by and
between DORIS 1, WAGNER, of232 Henderson Street, Apt. 2, Carlisle, Cumberland County,
Pennsylvania, party of the first part, hereinafter referred to lIlI "Wife",
AND
IRA E. WAGNER, SR. 1243 Pine Road, Carlisle, Cumberland County, Pennsylvania,
party of the second part, hereinafter referred to lIlI "Husband",
WITNESSETII:
WHEREAS, Husband and Wife were married on March 7, 1965, in CarUsle,
Cumberland County, Pennsylvania; and,
WHEREAS, Husb.VId and Wife are residents of the Conunonwea1th of Pennsylvania
and have been so for at least the past six months;
WHEREAS, certain difftrences have arisen between the parties hereto which have
made then desirous of living separate and apart from one another lIlI they have done since
August 1997; and
WHEREAS, Husband and Wife desire to settle and determine certain of their marital
rights and obligations, and make an equitable distribution of their marital property, determiIwl
their rights to alimony and support and any other matters which may be considered under the
Divorce Code; and,
WHEREAS, 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 aIllinancial and property rights between them; and,
WHEREAS, the parties hereto have mutually entered into an agreement for the division
of their jointly owned lIlIsetS, the provisions for the liabilities they owe, and provisio,ns. for the
resolution of their mutual differences, after both have had full and ample opportunity to consult
with attorneys of their respective choice, the parties now wish to have that agreement reduced
to writing,
NOW, THEREFORE, the parties hereto in consideration of the mutually made and to
be kept promises set forth hereinafter and for other good and valuable consideration, and
intending to be legally bound and to legally bind their heirs, successors, assigns, and personal
representatives, do hereby covenant, promise and agree as foUows:
ARTICLe.
SEPARATION
1.1
It sha1I be lawful for Husband and Wife at all times hereafter to live separate and apart
from each other and to reside from time to time at such pluce or places as they shall
respectively deem fit, free from any contro~ restraint, or interference, direct or indirect, by
each other, Neither party shall molest the other or compel or endeavor to compel the other to
cohabit or dweU with him or her by any legal or other proceedings, The forgoing provisions
shall not be taken to be an admission on the part of either Husband or Wife of the lawfulness of
the causes leading to them living separate and apart,
ARTICLE n
DIVORCE
2.J.
This Agreement is not predicated on divorce, It is specifically understood alld agreed
by and between the pllrties hereto that each of the said parties does hereby WSlTant and
represent to the other that the execution and delivery of this Agreement is not predicated upon
nor made subject to any agreement for institution, prosecution, defense, or for the non-
prosecution or non-defense of any action for divorce; provided, however, that nothing
contained in this Agreement shall prevent or preclude either of the parties hereto from
conunencing, instituting or prosecuting any action or actions for divorce, either absolute or
otherwise, upon just, legal and proper grounds; not to prevent either party from defending any
such action which has been, may, or shall, be instituted by the other party, or making any just
or proper defense thereto, It is warranted, covenanted, and represented by Husband and Wife,
each to the other, that this Agreement is lawful and enforceable and this warranty, covenant,
and representation is made for the specific purpose of inducing Husband and Wife to execute!
the Agreement. Husband and Wife each knowingly and understarldingly hereby waive any and
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all possible claims that this Agreement is, for any reason, illegal, or for any reason whatsoever
of public policy, unenforceable in whole of in part, Husband and Wife do each hereby warrant,
COVCJWIt and agree that, in any possible event, h!l and she are and shall forever by estopped
from wertins any ilIcgality or unenforccablility as to all or any part of this Agreement.
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It is further specifically understood and agreed that the provision of this Agreement
relating to the equitable distribution of property of the parties are accepted by each party lIS I
final settlement for all purposes whatsoever, Should either of the parties obtain I decree,
judgment or order of separation of divorce in any othel' state, country, or jurisdiction, each of
the parties to this Agreement hereby consents and agrees that this Agreement and all its
covCllants shall not be affected in any way by any such separation and divorce.
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This Agreement shaI1 survive any decree in divorce and shall be forever binding and
ronc1usive on the parties. It is understood by and between the parties that this Agreement shall
be incorporated into any decree, divorce or separation, but it shall not be deemed merged in
such decree.
AR.Tl~LE m
EOUIT ABLE DlSTRlBUTIQN OF MARITAL PROPERTY
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The p811ies have attempted to divide their marital property in a manner which conforms
to the criteria set forth in the PeMsylvania Divorce Code, and taking into account the
following considerations: length of the marriage; the prior marriages of the parties; the age,
health, station, amount and sources of income. vocational skills, employability; estate,
liabilities, and needs for each of the parties; the contribution of one party to the education,
training or increased earning power to the other party; the opportunity of each party for future
acquisition of capital ~scts and income; the sources of income of both parties., including but
not limited to medical, retirement, insurance or olher benefits; the contribution or dissipation
of each party in the acquisition, preserntlon, depreciation, or appreciation of marital property,
including the contribution of a party as a homenWcer; the value of the property set apllrt to
each party; the standard of living of the parties esljlblished during their marriage; the
economic circumstances of each party, including federal, state and local tax ramifications, at
the time of the division of the property is to become effective; and whether the parties will be
serving as the custodian of any dependent minor children.
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The division of' existing marital property is not intended by the parties to constitute in
any way a sale or exchange of assets and the division is being effected without the introduction
of outside funds or other property not constituting lruuital property, with exception of the
mort8ll8e of the real estate described in paragraph 3.6 herein, The division of property under
this Agreement shall be in full ~sfaction of all rights of equitable distribution of the parties,
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Personal Property, The parties acknowledge that they have divided their personal
property, tangible and intangible, to their mutual satisfaction, Parties further acknowledge that
they have the cash, accounts, or other tangible and intangible property in their possession that
they wish to have and neither will make any claim whatsoever against the other party for any
other items of personal property of assets that in other party's possession,
1.4
Life Insurance. Each party agrees that the other party shall have and retain sole
ownership and possession of any life insurance policy owned by the other party, Each party
shall have the right to borrow against, cash in policies, change beneficiaries, and exercise any
other incidents of ownership of the respective policies free of any right or claim by the other
party. Each party agrees to sign any documents necessary to waive, relinquish or transfer any
rights in such policies to the respective party who owns such policies,
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Subsequentlv Acquired Property. Husband and Wife hereby waive and relinquish any
and all rights that he or she may now have or hereafter acquire in any real or tangible personal
property subsequently acquire by the other party. Husband and Wife specifically agree to
waive and relinquish any right in such property that may arise as a result of the lJUlfl'iaae
relationship.
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&al Estate. The parties are the joint owners of real estate located at 1243 Pille Road,
Carlisle, Cumberland County, PeMSylvania which is currently held in the parties' joint 11lIl1Ie3,
This property is unencumbered and has an agree.d upon fair market value of$65,000.00.
Parties agree that Husband shall secure a mortgage on the said premises in an amount
sufficient to provide Wife with payment of $32,500.00 to compensate her for a one-half
interest in the aforesaid real estate. At the time of refinancing and payment to Wife, Wife shall
provide to Husband a special warranty, fee simple deed providing him with all of her right, title
and interest in the aforesaid real estate. She sha1l execute such deed and have it appropriately
witnessed and nolllrized so that a photocopy of that signed, witnessed and notarized deed can
be provided to the banking institution with whom Husband is securing his mortgage. Wife or
her legal counsel shaIJ then provide the signed, witnessed, and notaJized deed
contemporaneously with Husba..1d refinancing and providing Wife or her legal counsel with the
afOl'esaid sum ofS32,500.00.
Upon payment of the S32,500.00 and exchange of the deed neither party shall have any
additional claims of any nature whatsoever against the other party relative to any legal or
equitable aspects of their ownership of the aforesaid real estate. Wife shall make no additional
claims of any nature whatsoever, legal or equitable, relative to the ownership of the properly
and Husband shall make no claim for any type of reimbursement from Wife for any aspects of
ownership of the property.
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Pension. Retirement. Profit-Sharinll. Husband is a participant in the Central
Pennsylvania Building Tradcs Annuity Fund which retii'ement account has a vested marital
value of SI,026.70. Husband shall compensate wife for a one-half interest in the aforesaid
account by disbursing to her the sum of S513.35 contemporaneously with disbursing the
aforesaid S32,500.00 lump sum payment providing her with a "buy-out" or her interest in the
jointly held real estate. Upon payment to Wife of the S513.35, Wifc sha1l havc and make no
clainl of any nature whatsoever against Husband's interest in the Central Pennsylvania Building
Trades Annuity Fund from that point forward. Further, Wife shall execute any and all
neces:.ary documents to waive, relinquish or transfer any and all right, title and interest she has
or may have in tho aforesaid fund, either individually or through her marriage to Husband,
within 15 days of being requested to do so by Husband.
In addition, Husband is a participant in the Keystone District Council Carpenters
Pension Fund. TIle marital portion of the life annuity monthly benefit to which Husband is
entitled based upon the parties separation date of August 1997 is S956.30. It is acknowledged
that this monthly benefit is marital property. In order for Wife to receive the one-half interest
in the aforesaid life annuity Husband agrees to execute a Qualified Domestic Relations Order
(QDRO) to provide for wife to receive the sum of $478.15 per month beginning with the first
month of Husband's receipt of retirement benefits foUowing his retirement. Wife shall then
continue to receive the aforesaid sum as long as husband continues to receive his retirement
benefits. The QDRO shall be prepared by Husband's legal counsel and submitted to Wife's
legal counsel for approval. Upon confirmation that the QDRO is acceptable to both parties
and counsel, it shall be submitted to the Keystone Diftrict Council Carpenters Pension Fund
for review and approval. Thereafter, the QDRO shall be submitted to the court and approved
so that a signed copy can be submitted to the Keystone District Council Carpoenters Pension
Fund for implementation.
With respect to the Keystone District Council Carpenters Pension Fund, once the
QDRO has been executed and implemented as aforesaid, Wife shall make no additional claim
of any nature whatsoever relative to additional benefits from the aforesaid pension fund.
Husband's sole and exclusive responsibility for providing wife with any portion of the aforesaid
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pension fund is through the QDRO set forth herein. Wife shall make no claim of any natUre
whatSOfNer beyond her rights under thc QDRO.
Except for the pension Qr retirement accounts references above, neither party has any
additional retirement, pension, profit-sharing, 4{) 11(, or similar accounts in their name to which
they have any rights or benefits.
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y~hicles. Husband shall retain as his sole and exclusive possession the 1994 Ford
pickup truck that he has in his possellSion at present. Husband shall retain sole and exclusive
responsibility for the payment of any loan or encumbrance due and owing on the aforesaid
vehicle, Wife shall make no claim of any nature whatsoever relative to a.cce1lS or use of the
aforesaid vehicle from this time forward, Wife hereby waives, relinquished and tranSfers any
and all rights to ownership she has in the aforesaid vehicle and will execute any necessary
documents to transfer her interest within 15 days of being requ~ted to do so by Husband or
his legal counsel.
Wife shall retain as her sole and exclusive possession the 1992 Chevrolet Lumina that
she currently has in her possession. Wife shall retain sole and exclusive responsibility for the
payment of any loan or encumbrance due and owing on the aforesaid vehicle. Husband shall
make no claim of any nature whatsoever relative to the a.ccess for use of the aforesaid vehicle
from this time forward. Husband hereby waives, relinquishes and transfers any and all rights to
ownership he has in the aforesaid vehicle and wiU execute any necessary documents to transfer
his interest within 15 days of being requested to do so by Wife or her legal counsel.
In addition, the parties are the joint owners of a mobile home that is presently located
at the former marital residence of 1243 Pine Road, Carlisle, Cumberland County, PeMSylvania,
The aforesaid mobile home shall become Husband's sole and exclusive possession. Wife
waives, relinquishes and transfers any and all right to ownership she has in the aforesaid mobile
home and will execute any and all necessary documents to transfer her interest within I S days
of being requestf'.d to do so by Husband or his legal counsel. From the date of execution oCthe
agreement forward, Wife has no and shall make no claim of any nature whatsoever relative to
ownership, interest, legal of equitable ownership interest in the aforesaid mobile home or to
any rights ofownersltip of any aspects of the mobile home.
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Intanglble Persolllll Property. The parties have already transferred or waived rights or
interests in their intangiblc personal property including their various bank lICCOuntS, credit
union accounts, investment accounts, and the like. Neither party shall make any claim of any
nature whatsoever against the other relative to any financial accounts that continue to ex.ist or
any accounts that were closed by either party. Neither party shall make any demands for
additional payment of cash from one to the other from the time of execution of this agreement
forward,
ARTICl,E IV
ALIMONY. ALIMONY PENDENTE LITE. SPOUSAL SUPPORT.
CHILD SUPPORT AND MAINTF.N~
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The parties acknowledge that Wife is rec.eiving spousal support through the
Cumberland County Domestic Relations Office docketed to PACSES Case No. 457??oo78
and Order No. 675 S 97, and DR No. 26,732. Husband shall continue to be obligated to
make payment on the aforesaid account based upon the parties circumstances at any given
time. The order presently in effect shall continue in effect unless either party files a Petition for
Modification. Spousal support is modifiable based upon a change ill either parties'
circumstances as may be dictated by the Cumberland County Domestic Relations Office. The
spousal support shall continue until such time as Husband retires and Husband and Wife both
begin receiving their monthly retirement benefits as set tOlth under the Qualified Domestic
Relations Order referenced in paragraph 3.7 above.
In the event the parties conclude their divorce prior to Husband's retirement this order
shall convert from spousal support order to an alimony pendente lite order, or alimony order,
as would be appropriate under the circumstances.
ia being entered into freely and voluntarily, after having received such advice and with such
knowledge that execution of thla Agreement is not the result of any duress or undue influence,
and further that it is not the result of any collusion of improper or illegal agreement or
agreements.
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Counsel Fees. Each party agrees to be responsible for his or her own legal fees and
expenses, and each party hereby agrees to waive any claim for alimony, alimony pendente lite,
counsel fees, expenses or costs.
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Mutual Release. Husband and Wife each do hereby mutually remise, release, quitclaim,
and forever discharge the other and the estate of such other, for aU times to come and for all
purposes whatsoever, of and from any and all right, title and interest, or claims in or against the
property (including income aud gain from property hereafter accruing) of the other or _g"in.v
the estate of such other, of whatever nature and wheresoever situate, which he or she now has
or at any time hereafter may have against such other, the estate of such other, of any party
thereot: whether arising out of any former acts, contracts, engagements, of liabilities of such
other as by way of dower ofcunesy, ofclaiml in the nature of dower or curtesy of widow's or
widower's rights, family exemption, or similar allowance, of under the intestate laws, or thc
right to take against the spouse's Will; or the right to treat a Iifetim.e conveyance by the other
as testamentary, of all other rights of a surviving spouse to participate in a decea.,oo spouse's
estate, whether arising under the laws of (a) Pennsylvania, (Q) any state, commonwealth or
territory of the United Slates, or (c) any other country, or any rights which either party may
have or at any time hereafter have for past, present, or future support or maintenance, alimony,
alimony pendent lite, counsel fees, costs or expensea, whether arising as a result of the marital
relation or otherwise, e)(cept and only except, all rights and agreements and obligations of
whatsoever nature arising or which may arise under this Agreement a fuU, complete, and
general release with respect to any and all properly of any kind or nature, real or personal, not
mixed, which the other now owns or may hereafter acquire, except and only except, all rights
and asreements and obligations of whatsoever nature arising or which may arise under this
Agreement or for the breach of any thereof.
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Bankruptcy. The parties agree that any and all financial obligations assumlld herein
shall DOt be subject to discharge through bankruptcy proceedings. This includes, but is not
limited to, all financial obligations assumed under Paragraph 3.6, 3.7, 3.8, 4.1, and 5.1 of this
Agreement. In the event either party attempts to avoid financial obligations described herein
through bankruptcy proceedings the other party shall have an independent claim against the
party claiming bankruptcy for any and all sums that the other party assumes or is required to
pay due to the actions of the party claiming bankruptcy. Further, all rights available to the
other party provided for in Paragraph 6.14 hereinafter shall be available to the party not filing
bankruptcy.
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Warrantie~. Each party represents that they have not heretofore incurred or contracted
for any debt, liability or obligation for which the estate of the other party may be respol1Slble or
liable, except as may be provided for in this Agreement. Each party agrees to indemni1Y or
hold the other party harmless from and against any and all such debts, liabilities or obligations
of every kind, including those for necessities, except for the obligations arising our of this
Agreement. Husband and Wife each warrant, covenant, represent and agree that each will,
now and at all times hereafter, save harmless and keep the other indemnified from all debts,
charges, and liabilities incurred by the other after the execution date of the Agreement,. except
as is otherwise specifically provided for by the terms of this Agreement and that neither of
them hereafter incur any liability whatsoever for which the estate of the othar may be liable.
this Agreement shall be valid and contiuue in fWl force, effect, and operation. Likewise, the
failure of any party to meet his or her obligation under anyone or more of the articles I/J1d
sections herein shall in no way void or alter the remaining. obligations of the parties.
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It is specifically understood and agreed that this Agreement constitutes an equitable
distribution of property, both real and personal, which was legally and beneficially acquired by
Husband and Wife, or either of them, during the marriage as contemplated by the Divorce
Code of the Commonwealth of Pennsylvania.
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Disclosure. The parties each warrant tUld represent to the other that he or she has
made a fun and complete disclosure to the- other of all assets of any nature whatsoever in which
party has an interest, of the sources, and amount of the income of such party of ever type
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whatsoever, and all other facts relating to the subject matter of this Agreement.
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Enforceability and Consideration. This Agreement shall survive any action for divorce
and decree of 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 the
Agreement by either Husband or Wife until it shall have l,een fully satisfied and performed.
The consideration for this contract and agreement is the mutual benefits to be obtained by both
of the parties hereto and the covenants and agreements of each of the parties to the other. The
adequacy of the cor.sideration for all agreements herein contained in stipulatoo, confessed, and
admitted by the parties, and the parties intend to be legally bound hereby. In the event either
party breached the aforesaid Agreement and it is determined through appropriate legal action
that the alleged party has so breached the Agreement, the breaching party shall be responsible
for any and all attorney's fees as well as costs and expenses associated with litigation incurred
by the non-breaching party to enforce this Agreement against the breaching party. In the event
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,
vs.
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
IRAE. WAGNER, SR.,
Plaintiff
DORIS 1. WAGNER,
Defendant
97-1, 11/ CIVIL TERM
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in Court. If you wish to defend against the claims set fonh in
the following pages, you must take prompt action. You are warned that if you fail to do
so, the case will proceed without you and a decree in divorce or annulment may be entered
against you for any other claim or Nliefrequested in these papers by the Plaintiff. You
may lose money or properly or other rights imponant to you, including custody or
visitation of your children.
When the ground for the divorce is indignities or irretrievable breakdown of the
marriage, you may request marriage counseling. A list of marriage counselors is available
in the Office of the Prothonotary at the Cumberland County Courthouse, One Counhouse
Square, Carlisle, Pennsylvania, 17013.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF MARITAL
PROPERTY, LAWYER'S FEES, OR EXPENSES BEFORE A DIVORCE IS
GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM, YOU
SHOULD TAKE TInS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT
HA VB A LAWYER OR CANNOT AFFORD ONE, GO TO OR TEI.EPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL
HELP.
Court Administrator
4th Floor; Cumberland County Courthouse
Carlisle, PA 17013
(717) 240-6200
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7. Plaintiff has been adviaed of the availability of counseling and the right to
request that the court require the parties to participate in counseling. Knowing this,
Plaintiff does not desire that the Court require the parties to participate in counseling.
8. Plaintiff and Defendant arc citizens of the United States of America.
9. The parties' marriage is Irretrievably broken.
10. Plaintiff desires a divorce and it is believed that Defendant will after ninety
(90) daya from the date of the filing of this Complaint consent to this divorce.
WHEREFORE, Plaintiff requests your Honorable COlJrt to enter a Decree in
Divorce under Section 3301 (c)ofthe Domestic Relations Code.
II. Paragraphs 1 through 10 are incorporated herein by reference as if set forth in
their full text.
12. Defendant has committed such indignities upon the person of the Plaintiff, the
innocent injured spouse, as to make his condition intolerable and life burdensome.
WHEREFORE, Plaintiff requests your Honorable Court to enter a divorce
pursuant to 23 P.S. Section 3301(aX6).
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13. Paragraphs I through 12 are incorporated herein by reference as if set forth in
their fuU text.
14. The parties have been living separate and apart sillce 1995.
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IRA E. WAGNER,
Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL AC1'ION . LAW
v.
DORIS ], WAGNER,
Defendant
; NO. 97-6981 CIVIL TERM
: IN DIVORCE
1. A. Complaint in Divorce under ~3301 (c) of the Divorce Code was filed on
December 18, 1997.
2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90)
days since the Complaint was filed on December 18, 1997 and served on December 26, 1997.
3. I consent to the entJy of a finaJ Decree c.f Divorce aftl'lr service of notice of
intention to requeat ontry of tlle decreea.
I VERITY TIlAT THE STATEMENTS MADE IN THE FOREGOING AFFIDAVIT
ARE TRUE AND CORRECT, IlJNDERSTAND THAT FALSE STATEMENTS HEREIN
ARE MADE SUBmCT TO THE PENALTIES OF 18 Pa.C.S. 14904 RELATING TO
UNSWORN FALSIFICATION TO AUTHORITIES.
DATE: ~ .<~ /9J9
Q~ ~AJ~A1dAJ
DORIS J. WAG Defen~
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IRAE. WAGNER, SR.,
. Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION . LAW
VI.
DORIS 1. WAGNER,
Defendant
: 97-6981 CIVIL TERM
IIrr!MVIT or ~I:IlV.I(,r:
AND NOW, this 5th day of Ianuary, 1998, come~, Bradley L. Griffie, Esquire,
Attorney for Plaintiff, Ira E. Wagner, Sr., and states that he personally mailed a copy of
the NOTICE TO DEFEND AND CLAIM RIGHTS and COMPLAINT IN DIVORCE to
Doris 1. Wagner at 243 Hendersen Street. Apartment 2, Carlisle, Pennsylvania, by certified
mail, restricted delivery, return receipt requested. A copy of said receipt is attached
hereto indicating service was made on December 26, 1997.
Sworn and subscribed before
me, a notary public, this 5th
d;J:.anUary 1998. .
- l:~/; )! lUI.{~'/'c J
_._.~otarjf)1 Seal
l.eat, A MIII.r. Notary Public
Ollrll,l. Bora. CumtlfJrland CO\Jnly
My COmmlulon E,p,,~. "'plll I~, ~ono
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12. Denied. On the contrary, Plaintiff has committed such indignities upon the person of
the Defendant, the innocent and injured spouse, as to make her condition intolerable and life
burdensome.
COUNT III
13. Pursuant to the Pennsylvania Rules of Civil Procedure, no answer is deemed
necessary, however, ifan answer is deemed necessary, the same is denied for the reasons set forth
in paragraphs I through 12, which are hereby incorporated herein by reference as though the
same were set forth herein at length.
14. Denied. The parties have been living separate and apart since August 10, 1997.
COUNTERCLAIM
COUNT I
Defendant above named, Plaintiff on the Counterclaim, by her attorney, Scott M. Staller,
Esquire, files the following Counterclaim and respectfully represents:
15. Paragraphs 1 through 14 above are hereby and herein incorporated by reference as
though the same were set forth herein at length.
16. Defendant has offered such indignities to Plaintiff, the innocent and injured spouse, as to
render her condition intolerable and his life burdensome.
WHEREFORE, Plaintiff respectfully requests this Honorable Court to enter a decree of
divorce pursuant to 23 Pa.C.S.A. 93301(a)(6).
COUNT II
EQUI!~DI,E I)IS.T~I.DUTION OF ~A!tITAL.PI!9.J>E_RT~
-... --. - - .. ---
17. Paragraphs I thrcugh 16 above are hereby and herein incorporated by reference as
though the same were set forth herein at length.
18. The parties hereto have acquired real and personal property during the marriage.
19. The parties are unable to agree on the division of the aforesaid marital property.
20. Plaintiff requests that the court equitably divide said personal property between the
parties.
2
WHEREFORE, Plaintiff respectfully requests this IIonornble Court to equitably divide
said personal property between the parties.
COllNT III
A.LIMONY,i\LlMONY 1'l1'N/)E.'NT/I'UTE:, (.'OllNSn "":.:S ANI> .:XI'.:NS.:S
21. Paragraphs 1-20 above are hereby and herein incorpofl\ted by reference as thoullh the
same were set forth herein at lenllth.
22. Plaintiff is preseutly unemployed, and was last employed in 1987 IhroUllh Kelly
Services, a temporary placement allency.
23. Plaintiff does not have sufficient income to prosecute the within action, and to pay for
her ordinary living expenses,
24, The only source of income for PlamtilT is spousal support paid to her by Defendant,
which amounts to $918.00 per month plus $32,00 IIrrears,
25. Plaintiff's income is insufficient to pay reasonable counsel fees and expenses to
maintain this action.
26. PlaintitT requires SUPpOrlto adequately mainlain herself in accordnnce wilh the
standard of living established during Ihe marriage
27. Defendant is employed through Carpenter's Local 287, so that he ha" suflicient
monies to pay his living expenses,
28. Plaintiff requests that the court award an nmountlo PllIiolifl' for H~asonable allorney
fees and expenses,
29. Plaintiff requesls that the court award anlll1\ount u alimony pellilellle /lIe, and
following the divorce, an amount as alimony so Ihat Plainlifl' is able 10 maintam II reasonable
standard of living,
.'
IRA E. WAGNER, SR.,
Plaintiff/Respondent
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
DORIS 1. WAGNER,
Defendant/Petitioner
No. 97.6981
APPLlCAl'ION FOR SPECIAL RELIEF
AND NOW, comes the Petitioner, Doris 1. Wagner, who by and through her allorney,
ScollM. Staller, Esquire, files the following Application for Special Relief, pursuant to Pa,R.C.P.
1920.43 and respectfully represents as follows:
I. Respondent instituted the filing of a divorce action on December 18, 1997 to No. 97-
6981.
2. Petitioner filed an Answer to Plaintill's Complaint as well as a Countllrclaim to No. 97-
6981.
3. The parties have been separated since August 10, 1997.
4, Plaintiff is presently unemployed and was last employed in 1987 through Kelly
Services, a temporary placement agency.
5. Plaintiff does not have sufficient income to prosecute the within action, and to pay for
her ordinary living expenses.
6. The only' source of income for Plaintiff is ~pousal support paid to her by Defendant, .
which amounts to $918.00 per month plus $32.00 arrears.
7. Plaint ill's income is insufficient to pay reasonable counsel fees and exponses to
maintain this action
.'
IRA E, WAGNER,
Plaintlll'
IN HIE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
DOMESTIC RELATIONS SECTION
CIVIL ACTION - SUPPORT
PACSES 686100057
NO. 97.6981 CIVIL
vs.
DORIS J. WAGNER,
Delendant
ORDE~
AND NOW, this
9"
day of Junc, 1998, thc pctition of thc dcfcndant for
counscllecs is DENIED without prcjudicc.
BY THE COURT,
---L (L ,r;j "-
Kcvin tH'css, J.
Bradley Grime, Esquire
For the Plaintiff
/
c..Z2;.~~ .m';'d<.{ t,,j/o/H,
o~ v~
..6 ' ,
-
Scott Stallcr, Esquire
For the Defendant
DRO
:rlm
..
III THE COURt OF COMMON PLZAS OF
CL~ERL\NO COtr.lTI, P~SYI.V.ulL\
IRA E. WAGNER, SR.
Plaic~j,f:
vs.
DORIS J. WAGNER,
97-6981 CIVIL TERM
~o.
19_
XOt!ON FOR APPO ~t OF ~SnR
(Pla.ic~iff) (Il~X~,
following ~laims:
IRA E. WAGNER, SR.
a :nas~er ",ien rupec~ ~o ehe
( ) Divorce
( ) ,'-nnulllllilne
( X) Alimony
( X ) A.l.t.mony Pendenee
~ves ehe ~oure co appoine
Lice
( )
( )
( X)
( X)
Diseribu~ion of ?roper:y
Suppore
Counsel Fees
Coses aad ~ecses
and 'in suppore of ehe ~oeion scaees:
(l) Discovery is compleee as ~o ~he claiMs(s) for which ~he
appoiccnene of a maseer is requeseed.
(2) !'he defeccla.ne (has) (has Qoe) a9paared in
(by his aeeorn.y, SCOTT M. STALLER
(3) !'he seaeurory grou:1d(s) for divorce (;4.~)
3301(d)
~he aceioc (personally)
,::squire) .
(are) ".l1nJ I, ~.'
(4) Deleee ehe ica9pli~3ble paragra?h(s):
(a) lPIl(~XOl<<)@X)l(l(\'(~>>Xl(~X
(b) ,l,n agr.emec~ has beec reached "'i~h r.spec~ ~j :he
:0 l:ov:L."1j\ dai=:
(c) 1':1e ac~ioc is con~as::~d ...i:h res?e~~ co :he :ollo,,:.::g
clai::1s: AI.l. OF THF AROVF
(5) The ac~ioc 0tK~~ (does ooe i::'1olve) co"",la:<: ~s Ot la.w
or :ace,
(6)
(i)
The hearing is e:qec:ced ~o rake 1 1/ 2 _(~>>l(~ (davs) .
Addicional f.nfor'Jla~ion, 1: .my, ralavaM: ::0 :he ::loeion: NONE
,~~ -
!:rn:1G :~tS:!?BRADLEY 1.. GRIFFIE, ESQUIRE
, (j}~/LuI- !JJ.(,.l!-/~
:he :ollowi~i ::lai::s: C~
Daea:~~'jh
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is. a9poi:oced seer ',r..r;,. res?ec: :0
!squire.
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IRA E. WAGNER, SR.,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
DORIS J. WAGNER,
Defendant
No. 97-6981
PRE-TRIAL STATEMENT OF DEFENDANT DORIS J. WAGNER
-.----- _ _ -.------------.---,-------------------------
AND NOW, comes the Defendant, Doris 1. Wagner, who by and through her allorney, Scott M. Staller,
Esquire, pursuant to Pa.R.c.P. 1920.33(b) files this her following pre-trial statement:
1. Listing of all assets:
A.MUUUTALPROPERTY
Real Estate
Value
Marital residence located at 1243 Pine Rd., Carlisle, P A 17013
Unknown to Defendant as residence
has not yet been appraised
Motor Vehicles:
Household Goods and Furnishings
Miscellaneous items in Husband's possession with an
appraised value of
Unknown to Defendant as items
have not been appraised
Pensi~ Retire~ent or other. bank accolln~
Husband has a pension of unknown value with Carpenter's Union Loca1287.
Husband also potentially has an IRA, annuity as a pipefiller, and a savings nccunt through the Carpenter's Union Local 287,
the values of which lire unknown to Defendant.
B. NONMARIT AL PROPERTY
None known to Defendant.
C. MARITAL DEBTS
None known to Defendant.
2. Expert Witnesses: At the moment, the Defendant has not yet retained the services ofan export or experts and does not
know ifan expert will be necessary, however, the Defendant retains the right to call an expert or experts, ifnecessary
and will give prompt notice to Plaintiffs counsel and this Honorable Court of the expert, his qualifications, and the
substance of any report prepared by the expert.
3. Witnesses: Defendant i$ not aware of any witnesses, which would be called to testifY on her behalf other than
herself, however, Defendant retains the right to call a witness or witnesses, if it becomes necessary.
4. Exhibits: None at this time. Defendant reserves the right to supplement exhibits if they become necessary.
S. Party's gross income:
Plaintiff, Ira Wagner, Sr.: approximately $30,000.00 annually.
Defendant, Doris 1. Wagner: approximately $8,000.00 annually.
6. Defendant's income Rnd expense statement is attached hereto.
7. Husband has a pension of unknown value with Carpenter's Union Local 287. The exact value of the pension is
unknown to the Defendant and the necessary documentation is not within the control of the Defendant.
8. Counsel fees: Counsel charges $80 per hour and anticipates a total ofapproxirnately $3,000.00 in attorney's fees.
9. There are no marital debts known to Defendant.
. .
IlIwmo alld EX(l(lIs0 SlalOmOIll
PACSES Caso Numhor 457000078
OTIII\R (Fill ill Approprialo Columo)
INCOME
WEEI{ MONTH YEAI~
Imoresl $ $ $
-
Olvidollds ,/ -----/
/
PC:lIsioll
Alllluily V'
Sodal So.urily ,//
Rems /
-.
Royahks
Expeltse A"oum /
Gifls 7
/
UnemploYlllem /~
Compensalion
, , ,
. //
WOlkmon's .
Com(l(Il'ialion
/
IRS Refund
-
Olher /
Olher /
TOTAL $ / $ $ --
TOTAL INCOME $ /
-
(Fill in ^pproprialo Clllunlll)
EXPENSES
WEEK
MONTH
YEAR
lIome
/'
~H"S..g~/Rc:nt
$
$
D~OO
$
Maimonanoe
,--
Ulililies
EkClrk
Ga,",
Oil
Tokpho"o
.:-/D. DO
Sorv;.;e TY(l( M
Page 2 of 6
Form IN-003
Worker II) 2U03
III~III11~ all<l Exp~lIs~ Slal~III~1\1
PACSES Cas~ NUlllh~r 45.7000078
(rill ill Appllll'rial~ CIIIUIIIII)
EXI'ENSES
(continued) WEEK MONT" YEAR
Wal~r $ /' $ $
S~wer .//
ElllllloYlllent
Publk TralLSpUrlatioll $ /' $ $
- -
LUII~h ,
~
l'ues 3-1-95 - "1,'10
Real Eslale $ - $ $
Persllnal ProperlY -
-
IlIellme --_.~.
Imurance
Homeowllers $ '--- $ II $
AUl<lmobile .........- ,. Pv% 3 '7h.~' ??q5 ~37g
Lire -- a
Acci<lelll -
Heallh -- rl.J
Olheru~~A ^. ';f/S j).~1AA ..:~ >ifL q'7~
- --0
Aulollloblle
Paymellls $ $ $
~:l #- 00
/ -,/.
Repairs /5.00 --
Medical ,) 0.00
-
DII~I<lr $ $ $
D~l1Iisl
- -
Orthll,lolllisl
.--
Page J lit 6
I'nrmIN-008
Wllrker ID 2l20)
Sef'li~e Type: M
In"'lII~ and Exp~n'~ SI:MIII~1ll
PACSES ('a'~ NUlllh~r 451000018
EXl'ENSES (1'111 in Appropri;lI~ ('OIUIIIII)
(continued) WEEK MONTH YEAR
-
HO'l'llal ----
Medkine ~5o
-
Sl'edal need, (glasse"
hra.es. orthopcdk
dovkes)
Education --
Privale S.hool $ -.. $ $
Pa",,;Nal S.hoo. .---_.
College -.
-
Religious
Personal
Chllhing $ $ ~_10,0'i) $
FIKJd -11'"2.. 0 . 00 ^
- 'Ii' / (O ' DO
Bal~er/Hajrdr~sser
Credil Paymel1ls:
Credit Card 1/ ;;;"5'. [) 0
Charge Account
Memhcrships ~A )p ~>bO
Loans ----
,,-
Credit UIllon $ -.--< $ $
1~s..~~~~1f ) --
~OO
--
MlscellaneoU5
Househohl Help $ -- $ $
Chilli Care --
Pal"'rs/BlXlks/M agazine :).00
Eluc:nainl11t'1U r--- .
Pay TV --.
Vilt.:alhlu ---
-
i
1-1
r
Page 4 of 6
Porm IN.()08
Worker 1D Hl03
Service Tyl'" M
III\;"III~ alld EXp~IL'~ Slal~III~11l
I'ACSES Cll'~ NUlllh~r 457000078
EXI'ENSES
(cllllllnucd) WEEK
(Fill ill Applllprilll~ C"IUIIIII)
MONTII
VEAR
Glfh
L~gal F~~s .:r. - / r:;. 4 '? -
Charltahl~ ClllllrihulilllLS
Olh~r Child Supplln
"'/0.00
D.oo
,
il
i ,1
I
f :
,
!;
,
'fs. DO
Olher
$
$
$
TOTAL EXPENSES $ $ $
PROPERTY Ownership ·
DESCRIPTION VAl.UE
OWNED II W J
Ch~ckillg ACCOUIlIS $
Savillgs ACCIIUIIIS ...-
Cr~dit U nillll
StllckslBllllds
Il.~al ESlal~ "(
Olh~r
TOTAL $
INSURANCE
Coveralle ·
IIl1spilal
Blu~j;lu:i:;
mr.~r
M~dical
jllll~,Shicld
Olh~r
. H . Hu~hand W - Wife C - Comhined J . Jllinl
n w c
Iv!
C;IOO()
Pag~ ~ IIf 6
flurm IN-008
Wurk~t ID 21203
S~",,'ic~ Type: M
SCOTT M. STALLER
ATTORNEY AT l.AW
P.O, 1I0K 261
NEW lIl.o0Mf'lf:l.ll, I'A 1'068
1'.I'I,hu". (717) ~82.787.1
FAX (717) 882,1086
Doris Wagm'l'
232 H('lld(~l'so/l SIJ'(~Cl
Apt. #2
Carlisle, PA 1701:~
July 24, 1998
In Reference To:
Invoice" 10400
Wagner v. WO/lller, No. 97,0981
Professional services
Hl'lI/ltutc Amount
411~198 Prepare for end attend support conferenco 2.50 200.00
80.00/hr
~/1/98 Telephone conference re: spousal support order 0.25 20.00
80.00/hr
618/98 Hearing on request for counsel fees 2.25 180.00
80.00/hr
6111198 Office Conference re: alimony end settlement of dlvorce 1.00 80.00
80.00/1lr
611~/98 Letters (2) . one t.o Mrs. Wagner end one to Atty. Griffie 0.00 40.00
80.00/hr
6122/lJ8 Telephone conference re: appointment of lIUl8ter, spousal support, end 0.20 20.00
medlca1 condltion 80.00/hr
_.~--.
For professional services rendered 6.70 '~40,OO
Previous balance f400,()0
Balance due '940.00
l'-'-
AR
--...-----...... ---- --."._.. ) IT T~l1Ip~, Inc. CHECK -*..-04994:/9...--.
&. 161341066 DORIS WAGNER Y-T-D GROSS 262,00 499429
nMPANV TYPE HOURS RATE WK ENDING AMOUNT
i'ATRIOTNEW REGULAR 36,00 7.00 06/09/1998 262,00
I
IITHHOLDING AMOUNT V-T-.D ."."'.....".'" DEDUCTIONS AMOUNT Y-T-D
EDeRAL 22.37 22.37
ICA t6,62 16.62
ICA MED 3,66 3,66
TATE 7,06 7.06
ITV 1. 26 1. 26
ITV OCCUPA 10.00 10,00
ITV SCHOOL 1. 26 1,26
OTAL EARNINGS 262.00 TOTAL W/H 61,22 TOTAL OED CK NET 190.78
---------~----_.-.--~- --.--_...-... OET/'CH HLHE BEFOflE f.)Er()~jlnrlG
TOUI,
'1001'1.0"".''''''''.''''
OITAeH..,..o~n"IN
"IINNIHI I. D'.T~H
",.,TAICI" A. Pllletl
.."0,,"~7W~F
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.--- All ,or;LD
1!.
J.,~
II.lPlO.UI UAfll,llNT
O~UCflMWfl,U.IN
Tor"l
O~
1I,"'lO'Ul&nA'IIIIIIlJ
nn"'CH"'NDI'lITlllft
PLAINTiFF'S
" EXHIBI;T
KENNETH E. DEITCH
PATRICIA A. DEITCH
""00 .t'Y'.i~:-B(:~-g--__..__n-
~A_M~_~~;~~~~~~~:;~-~~~O'i~~~~' _'
~.u;i.:..-.H.:;'.'.~.'~.'~~ 7"1 r)f..:r~ ::JQ Of
v. :JJ.L. .. __ ...
-. .t~,. - - :~ ....I,~lly e" """'0'
_..',...o:_!~~__ __. -",.:,.
~OC./lL . 0 .-,uTT .71
113;~,~-;';"-, P,' - -~ OIDlJt:tION. /u. 7:
.OjJ ... jT~ ./~ZI
f
,.
1"'''~OY.I'1 .r"rIOolI""
DIUUH ""'OIIllUI'"
IncunlC: and ExpelL'\C Slaltl1ltlll
PACSES Ca.'it NUl1ll1l:r
'tit'
OTlIER (Fill In Apprnprlalt CulunUl)
INCOME -
WEEK MONTI! VEAR
IlIltreSI S - S S
Dividends
Ptnslun
Annuity
Sudal S.:curhy
-
Rents
Royalties
Expense Accounl
Gifts
U nemploymc:1Il
Compensatlun
-
Workmen's
Compensalion
IRS Refun':
Other
Other
TOTAL $ - $ $
TOTAL INCOME $
(Fill in Appropriate ColunUl)
EXPENSES WEEK MONTH
YEAR
lIoma
~/Relll S S "0,00 S
Maintenance ~
Utilities --
Electric
Gas --
Oil .-
Telephone 0.00
Servke Type Pag. 2 of 6 Porm 1N-008
Worker lD
'.
hll:OIlIC alld EXPC:IL>;C SlalelllClIl
PACSES Case: Number
.'Ct .~
(Fill ill Apprnpriale Columll)
EXPENSES .-
(contlnutd) WEEK MONTI! YEAR
Waler $ - $ $
Sewer .-
Employment
Public Transpurudon $ $ $
LUllch
Taxes 3-}- 9[( "'9.90
Real ESlllle $ - $ $
Personal Propc:ny -
Income ._-
In.sunnce
HOlllCowners $ .- $ $
Automobile 'P tI 'I ev f!:21 3..."o"ths +'3 J 8
Life
Accident
Healdl
Olher RI2NTeY's iff g e v l! l' 3 .Nl c.vth S '7~ --
Automobile
-
PaYlllfnts_ $ - $ $
--
Fuel J;l.OO
Repairs I O. () 0
-
Mtdlc.1
DOClor $ $ lJI~5. 00 $
Dencisl
Onhoclollcisl
Page 3 or 6
FnmllN.oo~
Worker ID
Service Type
~
Incnl1l~ amI E~(lC!I:i~ Slaltllltlll
PACSES Cas.: Number
'tit'
(Fill In Applllnrialt Column)
EXPENSES
(ccnUnued) WEEK MONTH YEAR
Hospital -
Medici ae ~ .;}CJ. 00
'-
Special n~eds (glassts.
hraces. orthopedic -
dtvlces)
EducaUon -
Private School $ $ $
Parochial School
Colleg~
Religious
Personal
Clothing $ $ ..;JO.OO $
Food ~ J 30. 00
BarberlHairdresser J "'.00
--
Credit Pt:mems:
Credit ard
Charge Account 30.00
Memberships A Ll 0 -() - --
g.no
Loans
Credit Union $ $ $
f' CYu-vd-a if, 'iJO 0 - ..
Mlscellaneol1'
..
Hoosehold Help $ - $ $
--
Child Care -
-- ~).OO
Papers/Books/Magazine
- -
Entertalnmenc 9,00
..
Pay TV -
Va.::ation '-
Page 4 of 6
Form IN.D08
WOIker ID
Service Type
,
d.
hll:llnll: allll E.pe:ll.'ie Slalelllelll
PACSES Case NUIllhc:r
I
<':OYl:rYKl: .
INSURANCt:
Healthl Accident
DI8abillty Income
Dental
Other 1... '.
· H . Husband
COMI'ANV
l'OI.lCV'
1\ W C
v
"<1..
C . Combined J . Joint
SUDDlemenlallncome Statement
b.
-
This form is tll be tilled llUt by a person
(Ij who llperate8 a business or practices a ~rllfesslon. or
(2 who i8 a memher of a partnership or jOlllt venture. or
(3) who Is a sbareholder In and Is salaried by a closed corporation or similar entity.
Allach III this statement a copy of the following documents relating to the partnership. jllint
venture, business, profession. corporation or 8imilar entity:
(ljthe most recent Federal Income Tax Return. and
(2 the most recent Profit and Loss Statement
Name of business:
Address and telephone number:
Nature of business (check one)
(I) partnership
(2) joint venture
(3) profession
(4) closed corporatilln
(5) other
Name of aCClluntant, controller llr other person in charge of tinanclal record8:
c.
d.
e.
f.
Annual income from business:
(I) How often is income received?
(2) Gross income per pay period:
(3) Net income per pay period:
(4) Specified deductions. if any:
Page 6 of 6
FnrIllIN-008
Wnrker 10
Service Type:
I
I
I'
.
A'I'TClIIN~Y AT I.AW
1'.0, I\ClX ~6.1
N~W I\L.ClClMFI~I.lJ, /,,\ 1;')1;;\
Invoice submitted to:
Ronald Kerr
R.D, * 2, Box 802
Millerstown PA 1'/062
June 8. 1098
In Reference To:
Invoice * 10400
Wagner v. Wagner, No, 97.6981
Profell81onal services
4/15/08 Prepare for and attend support conference
5/1/98 Telephone conference re: spousal support order
For professional services rendered
Previous balance
Balance due
SCOTT M. STALLER
TrI'l.ho". (717) ~82.7~7.1
FAX (717) ~82.~O~6
H1'8/Rate Amount
2,50 200,00
80,OO/hr
0.25 20.00
80.00/hr
2.75 $220.00
$400.00
$620.00
-
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YEAR TO OA TE
NET PAY
REG. 11::1i.00 OVT,
-;':'1'1 1:
.00
SS~ I t92-30-2175
.. --------..
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tJIj6~f,l.
oacx ..'"
;,..
4 Sf! ocean ~
CHICK NO:
24 Reg. hrs. @ 19.03
FICA FoO WtH STATe 'N/H ~ r' I <
-7 39,99 I 171.24
I
I
FICA Feo 'NtH STAre 'NiH
NET PA,Y
---1
140.1l'"
VE"\~ ,0 0,,\-:
,\jE'7" ~~Y
'} weeks in 1998 '.ith Phoenix Industrial, rnc.
Average lIeeltly gross based on year-to-date $570,90
Average weekly net ~asec on year-to-date $376.82
DEFENOANT:S
, EXHISn
BENEFIT CHECK
C1a1manl'l Nlm.
Sac. SIC. Acct, Na.
Wllk 1 I Amaunl
i
05- 30-98 131. 00
Fld.,,1 Wllhhcldlng Tax
$55,00
Wllk 2
Amaunt
OfflCI
PGM
IRA E WAGNER SR 192-30-2175
INSTRUCTIONS
Thll II yaur un.mplaymlnl camplnllUcn chick fcr th. blnllll wllkla,
Indlallad an thl chick Ind IbavI, If yau II. InUllld la Ihla ChiCk ..
dl/lnld by Ih. PA Un.mplaymlnt Camp.nllllan Llw. cI"fully dlllch It
11th. p.rlaratiana Ind clah pramplly, If yau '"I ycu Ira nal anUU'd Ic
thll ch.ck ar th. ch.ck la la, In Imprcp" Imcunt. pl.... "Iurn IIIC yaur
Jab C.nl" at UC Slrvlc. C.nl". dc nal c..h II,
0302 UC
Cumulltiv. Tax Wllhh.ld
$1018.00
OFFICE ADOAES$
CARLISLE JOB CENTER
1 ALEXANDRA COURT
CARLISLE PA 17013-7667
HAVE YOU TALKED TO PAT LATELY?
:,'t'~.
Penr,sylvanla Teleclalms..PAT has changed, Old you know that. . .
* you can get your benefll check fasler by using PAT 10 tile your biweekly claim?
A ttudy h.. ahown that Indl\oldullI who use PAT glt th,lr b,."fit c,:hlCkl an a\llt.g. of 3 dlY' ru,er than Iho.. wno lend I
mill clllm farm la th.lr Clllma OHlcl,
.
anyonll can use PAT?
w. have madl IIvlral Chang.. to PAT 10 that anyone aln flit hllfh,r claim \III PAT. IV In thou 0' you who hay. partial
..rning. or It. workIng on. wllk IncJ off th. "IXI.
.
you don't need a mall claim form to tile via PAT?
All thll la ""did h, your Social Security Number. PIN and I push button phon. with. pulu/ton. Iwltch. Th' twitch snould b.
lit to pull. to dllll and thin ton. when PAT answ"., You do not nud tour,h.ton. servle' to UI' PAT,
flllnll by PAT Is quicker and easier than before?
w. hlv, eliminated unn.e....ry quutlons, We hlv, provided IlCprtlS flUng for th. ..cond we.k If the anaw'fI 'or thl
..cond wltk '1" thl 11m. IS thl flnt.
If you hlv.n't trlld PAT y.t. pICk up thl phone and call PAT to till your n.xt claIm! " you nlld mulat.nCI using PAT, pl.as. contact
ycur Clllm. Offlc..
.
*05496079060298100131000*
FOl.C ON PERFORATION. THErJ OETACH CAREFULLY
DEFENDANT'S
EXHIBIT
~
,,-
(n the Court of Common Pleas of CUMBERLAND County, Pennsylvania
DOMESTIC RELATIONS SECTION
DORIS J. HAGNER ) Do\:ket Number 675 S 97
PIal miff )
YS. ) P ACSES Case Number 457000079
IRA B. WAGNBR ) .5l1073:J.
Defendant ) Olber State ID Number Oil.
Order
AND NOW to wit, this
APRIL 16, 1999
it is hereby Ordered
that:
THE SPOUSAL SUPPORT WILL BE DEC~SEO TO $124.00 PER WEEK WHEN DEFENDANT IS
RECBIVING UNBMPLOYMENT COMPENSATION BENEFITS OF $312,00. THE ORDER OF
NOVEMBER 25, 1997 REMAINS IN ITS ENTIRETY.
DEFENDANT IS GIVEN A TOTAL CREDIT IN THE AMOUNT OF $1,790.91 FOR THE FOLLOWING
1.) TEN WEEKS OF UNBMPLOYMENT COMPENSATION ($946.30)
2.) ONE WAITING WEEK ($219,63)
3.) TWO WEEKS OF LOW PAYS ($119.98)
4.) DIRECT PAYMENT TO PLAINTIFF ($507.00)
DEFENDANT IS TO PROVIDE VERIFICATION OF FUTURE WEEKS OF UNEMPLO'iMENT
COMPENSATION FOR FUTURE CREDIT.
DEFENOANT'S
EXHIBIT .
J
BY TIlE COURT:
Servkc Type M
Ad
..
JUnGE
ORO I R. J. Shadday
eel plaintiff and defendant
eel Seott M. Staller, Esq.
eel Bradley L. Griffie, Esq.
Forni OE.OOI
Worker ID 21005
.'
Income 31Id Expeose Statement PACSES Cise Number
OTHER (Fill in Appropri~te Column)
INCOl\olE
WEEK MONTH YEAR
Interest $ S S
Dividends
Pe",,;ou
Annuity
Sucial S.:curity
RenlS
ROyalties
Expense Accowu
Gifts
Unempluy=ot 367.00 Gross
Compensation 312.00 Net
Workm:n's
Compensation
[RS Refund I
I Other I I
I Other I I
I TOTAl. I: Is Is I
TOTAL INCOME
.~E" I Fill In Appropri~(e Culumn) ]
EXPE:'iSES :'<IOI'TH YEAR
I I I I
I Home
I :'<r,mwag./Rem L --rs Is
I MaiOlenaoce I ~ 80,00 I
L'tiliti<:s I I
EI~tric I 70,00
I Ga.~ I I
I Oil/Wood ~- 100.00
I T elephant I 1" fl()
Page 2 of Ii Form IN-OOS
Servke Type M Walker ID
.'
IlIComc and Expense StaI.C'IDI:IU
PACSES Case Number
(Fill in Appropri:uc Colunm)
EXPENSES
(continued) WEEK MO~lH YEAR
Water S S $
Sewer
Employmem
Public Transportation $ $ S
LllIlcl1/Transporta t i<1n 240.00
Taxes
ReaI ~ S $ 80.00 S
Persooal Property
~ Occupational 28.00
ln5ur.lJ1ce
Homc:owners S S 30.00 S
,,\,ulolllllbiIe 75.00
Life I
A~duent I '-t-
I H<::1Itb I I
I Otber I I ~-
I I
I .\ utomoblle I I
I S s
I ?1yments S 283.00
I i'ulll I I 60.00
Repairs I 40.00
.
~tflllcal
Doclor S S 10.00 S
~OOSI
-
Onhllullori~l_
Service TY\1d M
P1ge 3 of 6
Form IN.Q08
Worlcor to
IlII:olllC and Expeose SlalelllCDl
PACSES C'lSC Number
EXPENSES
(comlnucd)
WEEK
(Fill in Appropriate Column)
MONTH
YEAR
.,
Gifts
L..:Sal Fed
Charitable COlluibuDOII5
Other Cbil~Support
AlilllOlIY P~ymellES
t,-
Otber
s
s
s
TOT AL EXPE....SES
s
s
PROPERTY
OWl't"ED
DESCRIPTION
Chc:clcing "'~~Ount:l
Savin!l5 "',~Cllums
CreWl Union
SwcksiBonds
R.:=a1 Estace
Other
ITO'TAL
J
~=:
H",,-pica1
Blue Cross
Other
~Icldical
Blue Sllield
Other
. H . Hu!band W - Wife C - Combino:d 1 . loint
Co'er~ .
COMP.\.'fY
POLICY /I
H Iw I C
L
Page 5 of 6
Form [N~8
Worker to
Service TytlC 1'1
lrn:oDle and Expense SWCDlCOl
PACSES Case Number
EXPENSES (FUI in Appropri:ue Column)
(conllnue4) WEEK MOl'l'TH YEAR
Ho:spilal
Mcdicllll: 10.00
Spcl.iallllltds (iWscs.
br.u:C1. orthopedic
dc-viCC1) 10.nO
l!du(lU!on
PdvalC School $ $ $
-
?arochi.a.l School
--
College
ReligioIU
PenonaJ
Clmbing $ $ an no $
.,-
Fl~ld ~"" ""
B;ubcrlliairdresler to. 00.
CretJ.i1 PaymcnlS:
Credie CtnJ
Charge ACI;OUOI
~ICOlbcr.;hip~ -r- I
I '-1.
I Loans I I
I Credil Union 15 5 5
I I l I
I ~llicellaneoU1
Household Help 5 S S
- --
Child ~
-
PaperslBooksfMaguine .
EOlertai= 50.00
Pay TV
V leaOOD -' 10.00
.,
Page .j of 6
FOr1.'/llN-<Xl8
Wo,k., m .
Scrvic: Type M
IRA E. WAGNER, SR.,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
V.
DORIS J. WAGNER, IN DIVORCE
Defendant NO. 97-6981 CIVIL TERM
RE: Pre-Hearing Conference Memorandum
DATE: Wednesday, February 24, 1999
Present for the Plaintiff, Ira E. Wagner, Sr., is
attorney Bradley L. Griffie, and present for Defendant, Doris J.
Wagner, is attorney Walter Lewis Cressler, Jr.
This action was commenced with the filing of a divorce
complaint on December 18, 1997, raising grounds for divorce of
irretrievable breakdown of the marriage and indignities. No
economic claims were raised in the complaint.
On February 27, 1998, the Defendant filed an answer
and counterclaim. In the counterclaim the Defendant raised the
economic issues of equitable distribution, alimony, alimony
pendente lite, ~nd counsel fees and costs.
The answer and counterclaim were filed on behalf of
the Defendant by attorney Scott M. Staller. Mr. Staller is no
longer representing the Defendant, and Mr. Cressler is going to
attempt to have Mr. Staller sign and file a praecipe withdrawing
his appearance in this action on behalf of the Defendant. Mr.
Cressler is going to continue as counsel and will enter his
appearance.
Counsel have advised that the parties will sign and
file affidavits of consent and waivers of notice of intention to
request entry of divorce decree so that a divorce can be
concluded under Section 3301(c) of the Domestic Relations Code.
The parties were
separated in August 1997.
emancipated.
Rather than going through a detailed memorandum today
dealing with the matters that are addressed in the pretrial
statements, counsel have advised that they are fairly close to
settling the case and are going to list the marital assets and
what further actions they need to pursue in order to attempt to
bring the case to conclusion.
married on March 7, 1965, and
All the children of the parties are
They are also going to indicate how they intend to
deal with the other pending claims including alimony and counsel
fees and expenses without being specific as to the details as to
any settlement which may be reached with regard to those issues.
Likewise, with respect to the identification of the property,
counsel are going to simply list marital assets and then
ultimately if the case settles provide a written agreement which
will identify the distribution of those assets.
The Master is going to set a hearing date, however, in
the event that for some reason settlement is not concluded. A
hearing is scheduled for Thursday, March 18, 1999, at 1:30 p.m.
Notices will be sent to counsel and the parties.
Mr. Griffie is going to go on the record and state the
matters which were previously addressed by the Master involving
the list of assets and the intention of counsel with regard to
how they wish to handle any outstanding issues that are pending
including an issue regarding tangible personal property and the
claims of alimony and counsel fees. Mr. Griffie.
MR. GRIFFIE: The parties in this case are the joint
owners of property at 1243 pine Road in carlisle, Cumberland
County, where tHe Plaintiff, Ira Wagner, continues to reside.
Mr. Wagner has had this property appraised by steven Barrett and
has been given a value of $70,000.00. That appraisal has been
provided to counsel for Mrs. Wagner, and the parties are hopeful
that that value can be stipulated to as part of their agreement.
The intention with respect to the real estate is for
Mr. Wagner to retain ownership and to buy Mrs. Wagner out at an
amount that will be agreed upon by the parties. No additional
action needs to be taken relative to the real estate at this
point, although if Mrs. Wagner wishes to have her own appraisal,
Mr. Wagner will provide access.
The Plaintiff, Mr. Wagner, is involved in two
retirement, pensions, or annuity funds. with respect to his
involvement with the Central Pennsylvania Building Trades
Annuity Fund, the vested amount to which he is entitled is
limited. Because of this, it is the parties' intention that if
an agreement can be reached, Mr. Wagner will "buyout" Mrs.
Wagner's interest at a set percentage through his refinancing of
the former marital residence.
There is a second fund known as Keystone District
Counsel carpenter's penllion Fund which has a more substantial
vested value, which will be resolved by providing Mrs. Wagner
with a portion of that fund throuqh a qualified Domestic
Relations order. If the qualified Domestic Relations order is,
in fact, implemented, it will be prepared by counsel for
husband.
with respect to any intangible personal property such
as bank accounts and other investments, there are very limited
accounts, one in husband's name, one in wife's name, one in
joint names, all with local banks, and one jointly held
investment account. The parties anticipate that due to the
limited nature of the funds in those accounts that there will be
no transfer of any fund~ but rather the distribution that has
already been made will be considered equivalent without any
additional transfer of funds.
with respect to personal property, the parties have
already made a partial identification of personal property. It
may, in fact, be determined that the distribution that has been
made is a final distribution; however, in order to finalize the
distribution of personal property, husband will provide access
to wife a safety deposit box that the parties jointly hold at a
bank in Mt. Holly springs and access to the former marital
residence for purposes of allowing Mrs. Wagner to review the
home and safety deposit box to determine if there are other
items of personal property that she may wish to retain. When
the safety deposit box and the home are reviewed by Mrs. Wagner,
she will be accompanied by Mr. Wagner's brother, George Wagner.
It is the intention of the parties that Mrs. Wagner
will not remove personal property upon her review of same but
rather will provide a listing to her counsel of items she wishes
to secure. It is then the parties intention that after any
final distribution of the limited amount of personal property,
the parties will consider the personal property to be
equivalently divided.
There is at present a spousal support or alimony
pendente lite order in effect through the Cumberland county
Domestic Relations Office. The parties anticipate that that
order will remaln in effect to be adjusted in the event there
are changes in the parties income or employment but that this
order will end upon husband's retirement and the parties mutual
receipt of retirement benefits from the Keystone District
Counsel carpenter's Pension Fund. In the event that a
comprehensive agreement is completed as anticipated, wife will
then waive her claim to alimony and counsel fees and expenses.
Husband's counsel will prepare a proposed separation
agreement or marriage settlement agreement for review by wife's
counsel with the anticipation that the agreement will be
t
~
"I
J!
IRA E. WAGNER, SR.,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
.
.
.
.
VS.
NO. 97 - 6981 CIVIL
DORIS J. WAGNER,
Defendant
IN DIVORCE
RESCHEDULED PRE-HEARING CONFERENCE
TO: Bradley L. Griffie
Allen E. Hench
, CQunsel for Plaintiff
, Counsel for Defendant
A pre-hearing conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover Street, Carlisle,
Pennsylvania, on the 24th day of February, 1999, at 9:30 a.m.,
at which time we will review the pre-trial stetements previously
filed by counsel, define issues, identify witnesses, explore the
possibility of settlement and, if necessary, schedule a hearing.
Very truly youra,
Date of Notice: 11/6/98
E. Robert Elioker, II
Divorce MaCJter
..
GRIFFIE & ASSOCIATES
Attorneys and Counselors At Law
B...u., L ortmo
A_ 101......
n.-io S. DItIII
300 Nortlo 11_... INnet
C..-, PA 17013
(717) 301U851
1(1OO)J47-58!2
FAX 717.3oU.S06J
lloWooJ.~m
0fIk. M"'I"
31 Nortlo M_lHrHI
c........n...... PA 17301
(717) 367.1350
Rtply '"~ CarIoIe
July 23, 1998
E. Robert Eliker, II, Esquire
9 North Hanover Street
Carlisle, PA 17013
RE: Wagner v. Wagner
Dear Mr. Elicker:
After we had filed the Motion for Appointment of Master in this case and as We were
preparing the documentation to file the Pre-trial memorandum, I was notified by my client
that he has determined he is going to secure other counsel. That is why no Pre-Trial
Conference memorandum has been filed to date.
I have written to my client and explained to him that the pre-trial conference document
was to have been filed by Monday, July 20, 1998 and ellpect that he will promptly respond
to me either indicating that I am to prepare and file that document or, in the alternative,
who his new counsel is so that I can forward this information to them.
You attention and courtesy in this matter is appreciated.
Very truly yours,
GRIFFIE & ASSOCIATES
dct~L41 /ill; ~ j
Bradley L. cMme
BLG/kjl
cc: Ira Wagner
Scott Staller. Esquire
GRIFFIE & ASSOCIATES
Attorneys and Counselon At Law
Bndle7 L. GrII/Ie
no.u s. DIeIII
21lO1I_U-..._
~'A 17.13
(717) W-IIII
1(11IO) U7-l16112
'AX 717.24UNJ
......J.~
0III00~
March 17, 1999
:JI1I_NaIIo _
~""",,'A 17201
(717) 247.1358
lie"'''' ~
E. Robert Elicker, II, Esquire
Office of Divorce Master
9 North Hanover St.
Carlisle, P A 17013
VIA FACSIMILE AND U.S. MAIL
RE: Wagner v. Wagner
Dear Mr. FJicker:
Please be advised that the parties in the above-captioned transaction have reached a final
agreement. A written Agreement has been reviewed and accepted by the parties and coumcl.
This document is in the process of being signed by all parties. Therefore, at this point, we do not
need the hearing that is scheduled Thursday afternoon, March 18, 1999. You can cancel that
hearing and await a respomc from us relative to the signed Agreement.
It is my understanding that your preference is to have two copies of the signed Agreement
provided to you so that you can then have the Court vacate your appointment u the Muter.
After we receive the Order vacating your appointment, we can then file the necessary documents
to final~ the divorce.
If you need any additional infonnation on this, please feel free to contact me.
r
I
,
"
,I
BLOlklg
cc: Ira Wagner
Walter L. Cressler, lr., Esquire
(via facsimile)
i'
I
I
I
I
III~N(~II ANI) (;IlI~SSI41~1l
LAW OI~I~f(;I~S
:1:1.1 l\IAIlKI';1' S1'lUmT
NI';WI"OII1'. .",\. 17417.1
..1....... 47171 ,'14I7.:I.:m
110'.." .1417.:11 :ICU
1~.lIu.il 1._4..rllf,.,fit''''.''f.t
,U,','liV'I. "'IN.'''. 'IN',.
"',II.1'.m ... ""'I,';,';'..m. .11'.. .~:....,.
;\IlU.............. . 717.,1111I.7787
'"''N''''''' ..,'rr" (""11I." . 717.7811.:18.17
December 27, 1999
E. Robert Elicker, II, Esquire
Office or Divorce Master
9 North Hanover Street
Carlisle, PA 17013
RE: Waqner v, Waq!1F,!!:, No. 97 ,6901
Dear Mr. Elicker:
Reterence Mr. Griffie's letter dated December 20, 1999 and
received December 27, 1999. I have enclosed a copy of a letter
which [ "cnt to Mr. Grif f i.e on December 22, 1999.
I did not info you
confident that when Mr.
back with me to discuss
things out between us.
vacate your appointment
on my letter as I was, and still am,
Griffie consults with his client and gets
our concerns that we will be able to work
In the meantime, I request that you not
as Divorce Master at this time.
Wh"ll I first drafted my December 22, 1999 letter to Mr.
Griffi,c, I had included, and then erased, a suggestion that a
conference with you may be appropriate to seek assistance in
helping ro define some of the property issues. In particular, I
had in mind the matter of whether or not some of the increase in
pension benefit announced after separation might be considered
marital property, If the parties are unable to amicably resolve
the issues which divide them, I may still request your
assistance.
Thank you for your consideration in this matter.
Very truly yours,
I,,','
!,',- ,.' /1
Cre~'~~'~~',~ ,<fr.
Walter r..
cc: Br,Hlley r.. Griffie, Esquire
001'18 Wagner
,\1.1.1':.\' I~'. 111.',\,('11. I,',"f',
"',UTEII L. ('III~',"'.~Lf.'''. .11'.. I:....,.
IIENCII ANn CIIESSLEIl
L.\ \V OFFICES
:n.1 ~l.\nKET STIU;t:T
~t;WI'OIlT. It.\. 1707.1
Phon~l717IJ67~11~9
u:,,~ ,1411.:11 am
.:-111&111 ""urlle''''',,,,.,,t.,
lllll......'..w" . 717..1111).77117
"'"~h'Il''' It"I'r:, ('.."n'," . 717.'189.a8.17
December' 22.
1999
VIA FACSIMILE AND REGULAR MAIL
Bradley S. Griffie. Esquire
GRIFFIE & ASSOCIATES
200 North Hanover Street
Carlisle. PA 17013
RE: Waqner_v. Waqner
Dear Mr. Griffie:
Reference your letters of December l6, 1999. It is good to
have you back in the picture. I am disappointed, however, that
you did not contact me sooner to discuss the events of the past
s~ven menths. The courtesy of at least a call would have been
approprl~te before you dated my client's co~sent and waiver and
flIed the documents to finalize the divorce.
As JOU pointed out in your letters, a number of things have
occurred in your absence. The most noteworthy one from our
perspective is the fact that shortly after the execution of the
Separation and Property Settlement Agreement by the parties your
client's pension administrators announced a substantial increase
in pension benefits. This increase had been under consideration
for some time. The merger of two other pension funds into the
Keystone District Councll of Carpenters Pension Fund led the
Plans' actuary to recommend equalization of the three merging
cunds.
As r read the law, an appropriate portion of the benefit
increas~ ~s considered part of the marital share of the pension.
Although your client qualified for the increase because of post-
separatlon employment, the benefit increase is based on pre-
separat:Jn salary increases and years of service.
ThL3 development has arisen since you were discharged by Mr.
Wagner ln May 1999. I have been trying to discuss this matter
~~j :ts :~plications wlth Mr. Wagner and his brother, George,
',0/"1. ': ;:'.:lu:, ::..'.tch success.
ae:~use of the above and the lnterpretatlon you and your
.:: lent :,:\'/e placed on the second paragraph of section l...1 ()f the
A0reement, we have been placed in a posltion that we shall have
:0 seek 0qultable relief crom the Court for reformation of that
.
Agreemen: unless we can reach an amicable settlement of the
issues.
These issues include the belief that Mr. Wagner knew of a
potentla: increase in his pension benefits and was less than
forthright about the disclosure of that fact as required by
sectlon ~ of the Agreement. In addition, the insistence on
placing ~ definitive amount for the marital portion of a monthly
benefit 1n a separation agreement prior to retirement and final
determination of that pension benefit suggests a rush to fix an
amount before it increased.
In addition, it never occurred to me that your client would
deny h1S wife the benefit of her share of the marital portion of
the penslon should he pass on before she does. That would mean
that much of the financial responsibility for the care of their
mother should she become incapacitated would fall 'to cheir
childre~ or the commonwealth. Our interpretation of the somewhat
vague wording in the Agreement is that Ms. Wagner would receive
the "aforesaid sum so long as husband continues to receive his
retirement benefits," and after that she would receive whatever
surVlvor benef1t the pension plan stipulated. That is what
preparatlon of a draft QDRO and its approval process would
finalize.
Sho~ld we be unable to amicably resolve this matter, it is
Ollr inte:::ion to seek reformation of the Agreement in the Courts.
I do, he'dever, believe that a compromise is possible. As I
recall, ~y client agreed to accept from your client $5,000.00
less than her share of the marital residence was worth. If your
client 13 willing to compromise a little on his position, I am
sur.e my client will also consider further compromise to spare
them the time and expense of further litigation. .
Tha~k you for your consideration in this matter. Please
call so chat we can discuss possible resolutions.
Very truly yours,
i;Uff/~ A
Walter L. ~:ess~~ Jr.
OC::.".3 \~ag~er:
ij ,:L
, ,
IRA E. WAGNER, SR.,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
CIVIL ACTION - LA W
DORIS J. WAGNER,
Defendant
NO. 97-6981 CIVIL TERM
IN DIVORCE
PETITION TO VACATE MASTEI{'S APPOINTMENT
AND NOW, comes Petitioner, Bradley L. Grime, Esquire, and petitions the Court as
~.."I ,
follows:
I. Your Petilioner is Bradley L Grime, Esquire, attorney of record lor the above-
named Plaintiff, Ira E. Wagner, Sr.
2. The above-named parties arc subject to the within divorcll proceedings in which,
upon a motion of the Petitioner herein, the Court appointed E. Robcrt Elicker, II, Esquire, as
Master by Order dated June 16, 1998.
3. Subsequent to the appointment of the Master and following the Pre-Trial
Conference with the Master, the parties entered into a comprehensive Sep,mllion and Property
Settlement Agreement, dated April I, 1999, a copy of which is attached hercto and incorporated
herein by reference as Exhibit "A."
4. Due to the parties entering into this Separation and Property Settlemcnt
Agreement, all issues that were raised in the divorce proceedings arc now resolved and nil
matters remain for the Master to decide.
5. Defendant signed an Affidavit of Consent and a Waiver or Notice of Intention to
Request the Entry of a Decree in Divorce pursuant to Section .BOI(c) of the Divorce Code on
April 27 and April 28, 1999 respectively, which documents were tiled on May 3,1999.
6. Plaintiff signed his Affidavit of Consent and Waiver of Notice of Intention to
Request the Entry of a Decree in Divorce on Deccmber 9, 1999, which were then filed on
December 15,1999.
,
I
I
I
,
~PARATlON AND PROPERTY SE1TLEMENT AGREEMENT
,-
TIllS AGREEMENT, made this I S day of j.1/,~. ( ,1999, by and
between DORIS 1. WAGNER, of232 Henderson Street, Apt. 2, Carlisle, Cumberland County,
Pennsy1V81lia, party of the first part, hereinafter referred to as "Wife",
AND
IRA E. WAGNER, SR. 1243 Pine Road, Carlisle, Cumberland County, Pennsylvania,
party of the second part, hereinafter referred to as "Husband",
WITNESSETH:
WHEREAS, Husband and Wife were married on March 7, 1965, in Carlisle,
Cumberland County, Pennsylvania; and,
WHEREAS, Husband and Wife are residents of the Commonwealth of Pennsylvania
and have been so for at least the past six months;
WHEREAS, certain differences have arisen between the parties hereto which have
made then desirous of living separate and apart from one another as they have done since
August 1997; and
WHEREAS, Husband and Wife desire to settle and determine certain of their marital
rights and obligation.~, and make an equitable distribution of their marital property, determine
their rights to alimony and support and any other matters which may be considered under the
Divorce Code; and,
WHEREAS, 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; and,
WHEREAS, the parties hereto have mutually entered into an agreement for the division
of their jointly owned assets, the provisions for the liabilities they owe, and provisions for the
resolution of their mutual differences, after both have had full and ample opportunity to consult
with attorneys of their respective choice, the parties now wish to haVp. that agreement reduced
to writing.
NOW, TIlEREFORE, the parties hereto in consideration of the mutually made and to
be kept promises set forth hereinafter and for other good and valuable consideration. and
flXIIIBI'l' "An
intending to be legally bound and to legally bind their heirs, successors, assigns and personal
representatives, do hereby covenant, promise and agree as follows:
ARTICLE ~
SEPARATIO~
1.1
It shall be lawful for Husband and Wife at all times hereafter to live :leparate and apan
from each other and to reside from time to time at such place or places as they shall
respectively deem lit, free from any contro~ restraint, or interference, direct or indirect, by
each other. N:ither party shall molest the other or compel or elldeavor to compel the other to
cohabit or dwell with him or her by any legal or other proceedings. The forgoing provisions
shall not be taken to be an admission on the pan of either Husband or Wife of the lawfulness of
the causes leading to them living separate and apan.
ARTICLE II
DIVORCE
2..1
This Agreement is not predicated on divorce. It is specifically understood and agreed
by and between the panies hereto that each of the said parties does hereby warrant and
represent to the other that the execution and delivf:ry of this Agreement is not predicated upon
nor made subject to any agreement for institution, prosecution, defense, or for the non.
pro:lecution or non-defense of any action for divorce; provided, however, that nothing
contained in this Agreement shall prevent or preclude either of the panies hereto from
commencing, instituting or prosecuting any action or actions for divorce, either absolute or
otherwise, upon just, legal and proper grounds; not to prevent either party from defending any
such action which has been, may, or shall, be instituted by the other party, or making any just
or proper defense thereto. It is warranted, covenanted, and represented by Husband and Wife,
each to the other, that this Agreement is lawful and enforceable and this warranty, covelWlt,
and representation is made for the specific purpose of inducing Hu1band and Wife to execute
the Agreement. Husband and Wife each knowingly and understandingly hereby waive any and
all possible claims that this Agreement is, for any reason, illegal, or for any reason whatsoever
of public policy, unenforceable in whole of in part. Husband and Wife do each hereby warrant,
covenant and agree that, in any possible event, he and she are and shall forever by estopped
from asserting any illegality or unenforceablility as to all or any part of this Agreement.
u
It is further specifically understood and agreed that the provision of this Agreement
relating to the equitable distribution of property of the parties are accepted by each party as a
final scttlement for all purposes whatsoever. Should either of the parties obtain a decree.
judgment or order of separation of divorce in any other state. country, or jurisdiction, each of
the parties to this Agreement hereby consents and agrees that this Agreement and all its
covenants shall not be affected in any way by any such separation and divorce.
u
This Agreement shall survive any decree in divorce and shall be forever binding and
conclusive on the parties. It is understood by and between the parties that tltis Agreement shall
be incorporated into any decree, divorce or separation, but it shall not be deemed merged in
such decree.
ARTICLE m
EOUlT ABLE DISTRIBUTION OF MARITAL PROPERTY
II
The parties have attempted to divide their marital property in a maMer which confonns
to the criteria set forth in the PeMsylvania Divorce Code, and taking into account the
following considerations: length of the marriage; the prior marriages of the parties; the age,
health, station, amount and sources of income, vocational skills, employability; estate,
liabilities, and needs for each of the parties; the contribution of one party to the education,
training or increased earning power to the other party; the opportunity of each party for future
acquisition of capital assets and income; the sources of income of both parties, including but
not limited to medical, retirement. insurance or other benefits; the contribution or diS!ipation
"..-.,4,"l.....,..,~i"...;1
of each party in the acquisition, preservation, depreciation, or appreciation of marital property.
including the contribution of a party as a homemaker; the value of the property set apart to
each party; the standard of living of the parties established during their marriage; the
economic circumstances of each party, including federal, state and local tax ramifications, at
the time of the division of the property is to become effective; and whether the parties will be
serving as the custodian of any dependent minor children.
u
The division of existing marital property is not intended by the parties to constitute in
any way a sale or exchange of assets and the division is being effected without the introduction
of outside funds or other property not constituting marital property, with exception of ~
mortgage of the real estate deSCIibed in paragraph 3.6 herein. The division of property under
this Agreement shall be in full satisfaction of all rights of equitable distribution of the parties.
u
Personal PropertY. The parties acknowledge that they have divided their personal
property, tangible and intangible. to their mutual satisfaction. Parties further acknowledge that
they have the cash, accounts, or other tangible and intangible property in their possession that
they wish to have and neither will make any claim whatsoever against the other party for any
other items of personal property of assets that in other party's possession.
M
Life (nsu~. Each party agrees that the other party shall have and retain sole
ownership and possession of any life insurance policy owned by the other party. Each party
shall have the right to borrow against, cash in policies, change ben-eficiaries. and exercise any
other incidents of ownership of the respective policies free of any right or claim by the other
party. Each party agrees to sign any documents necessary to waive, relinquish or transfer any
rights in such policies to the respective party who owns such policies.
u
Subsequently Acquired Property. Husband and Wife hereby waive and relinquish any
and aU rights that he or she may now have or hereafter acquire in any real or tangible personal
property subsequently acquire by the other party. Husband and Wife specifically agree to
waive and relinquish any right in such propeny that may arise as a result of the marriage
relationship.
u
Real Estate. The p8lties are the joint owners of real estate located at 1243 Pine Road,
Carlisle, Cumberland County, Pennsylvania which is currently held in the parties' joint names.
This property is unencumbered and has an agreed upon fair market value of $65,000.00.
Parties agree that Husband shall secure a mortgage on the said premises in an amount
sufficient to provide Wife with payment of $32,500.00 to compensate her for a one.half
interest in the aforesaid real estate. At the time of refinancing and payment to Wife, Wife shall
provide to Husband a special warranty, fee simple deed providing him with all of her right, title
and interest in the aforesaid real estate. She shall execute such deed and have it appropriately
witnessed and notarized so that a photocopy of that si8"cd, witnessed and notarized deed can
be provided to the banking institution with whom Husband is securing his mortgage. Wife or
her lC\gal counsel shall then provide the signed, witnessed, and notarized deed
contemporaneously with Husband retinancing and providing Wife or her legal counsel with the
aforesaid sum of $32,500.00.
Upon payment of the $32,500..00 and exchange of the decd neither party shall have any
additional daims of any nature whatsoever against the other party relative to any legal or
equitable aspects of their ownership of the aforesaid real estate. Wife shall make no additional
claims of any nature whatsoever, legal or equitable, relative to the ownership of the property
and Husband shall make no claim for any type of reimbursement from Wife for any aspects of
ownership of the propeny.
1.2
pension Retirement. Profit.Sharinll. Husband is a participant in the Central
Pennsylvania Building Trades Annuity Fund which retiJ'ement account has a vested marital
value of $1.026.10. Husband shall compensate wife for a one.haIf interest in the aforesaid
account by disbursing to her the sum of $513.35 contemporaneously with disbursing the
aforesaid $32,500.00 lump sum payment providing her with a "buy.out" or her interest in the
jointly held real estate. Upon payment to Wife of the $513.35, Wife shall have and make no
claim of any nature whatsoever against Husband's interest in the Central Pennsylvania Building
Trades Annuity Fund from that point forward. Further, Wife sha1l execute any and all
necessary documents to waive, relinquish or transfer any and all right, title and interest she bas
or may have in the aforesaid fund, either individually or through her marriage to Husband,
within 15 days of being requested to do so by Husband.
In addition, Husband is a participant in the Keystone District Council Carpenters
pension Fund. The marital portion of the life annuity monthly benefit to which Husband is
entitled based upon the parties separation date of Augu:rt 1991 is $956.30. It is acknowledged
that this monthly benefit is marital property. In order for Wife to receive the one.half interest
in the aforesaid life annuity Husband agrees to execute a Qualified Domestic Relations Order
(QDRO) to provide for wife to receive the sum of $418.15 per month beginning with the first
month of Husband's receipt of retirement benefits following his retirement. Wife shall then
continue to receive the aforesaid sum as long as husband continues to receive his retirement
benefits. The QDRO shall be prepared by Husband's legal counsel and submitted to Wife's
legal counsel for approval. Upon confirmation that the QDRO is acceptable to both parties
and counsel, it shall be submitted to the Keystone District Council Carpenters Pension Fund
for review and approval. Thereafter, the QDRO shall be submitted to the court and approved
so that a signed copy can be submitted to the Keystone District Council Carpenters Pension
Fund for implementation.
With respect to the Keystone District Council Carpenters Pension Fund, once the
QDRO has been executed and implemented as aforesaid, Wife shall make no additional claim
of any nature whatsoever relative to additional benefits from the aforesaid pension fund.
Husband's sole and exclusive responsibility for providing wife with any portion of the aforesaid
., -
pelUion fund is through the QDRO set forth herein. Wife shall make no claim of any nature
whatso.ever beyond her rights under the QDRO.
Except for the pension or retirement aCCounts references above, nr,ither party has any
additional retirement, pension, profit-sharing, 40 I K, or similar accounts in their name to whicb
they have any rights or benefits.
u
Vebicle~. Husband shaJJ retain as his sole and exclusive possession the 1994 Ford
pickup truck that be has in his possession at present. Husband shall retain sole and exclusive
responsibility for the payment of any 10Wl or encumbrance due and owing on the aforesaid
vehicle. Wife shall make no claim of any nature whatsoever relative to access or use of the
aforesaid vehicle from this time forward. Wife hereby waives, relinquished and transfers any
and all rights to ownership she has in the aforesaid vehicle and will execute any necessary
documents to transfer her interest within 15 days of being requested to do so by Husband or
his legal counsel.
Wife shall retain as her sole and exclusive Possession the 1992 Chevrolet Lumina that
she currently has in her possession. Wife shall retain sole and exclusive responsibility for the
payment of Wly loan or encumbrance due and owing on the aforesaid vehicle. Husband shall
make no claim of any nature whatsoever relative to the access for use of the aforesaid vehicle
from this time forward. Husband hereby wruves, relinquishes and transfers any and all rights to
ownership he has in the aforesaid vehicle and will execute any necessary documents to transfer
his interest within 15 days of being requested to do so by Wife or her legal counsel.
In addition, the parties are the joint owners of a mobile home that is presently located
at the fonner marital residence of 1243 Pine Road, Carlisle, Cumberland County, Pennsylvania.
The aforesaid mobile home shall becom.e Husband's sole and exclusive Possession. Wife
waives, relinquishes and transfers Wly and all right to ownership she has in the aforesaid mobile
home and will execute any and all necessary documents to transfer her interest within IS days
of being requested to do so by Husband or his legal counsel. From the date ofelCecution of the
agreement forward, Wife has no and shall make no claim of any nature whatsoever rei alive to
ownership, interest, legal of equitable ownership interest in the aforesaid mobile home or to
any rights of ownership of any aspel.:ts of the mobile home.
1.2
Intanjpble Personal Propert,y. The panies have already trll1l5ferred or waived rights or
interests in their intangible personal property including their various bank lIGC()unts, credit
union accounts, investment accounts, and the like. Neither party shaI1 make any claim of any
nature whatsoever against the other relative to any financial accounts that continue to exist or
any accounts that were closed by either party. Neither party shall make any demands for
additional payment of cash from one to the other from the time of execution of this agreement
forward.
ARTICLE IV
ALIMONY..ALIMONY FENDENTE LITE. SPOUSAL SUPPORT.
CHILD SUPPORT AND MAINTENANCE
ti
The panies acknowledge that Wife is receiving. spousal support through the
Cumberland County Domestic Relations Office docketed to PACSES Case No. 457??oo78
and Order No. 675 S 97, and DR No. 26,732. Husband shall continue to be obligated to
make payment on the aforesaid account based upon the parties circumstances at any given
time. The order presently in effect shall continue in effect unless either party files a Petition for
Modification. Spousal support is modifiable ba.$ed upon a change in either parties'
circumstances as may be dictated by the Cumberland County Domestic Relations Office. The
spousal suppr,lrt shall continue until such time as Husband retires and Husband and Wife both
begin receiving their monthly retirement benefits as set forth under the Qualified Domestic
Relations Order referenced in paragraph 3.7 above.
In the event the parties conclude their divorce prior to Husband's retirement this order
shall convert from spousal support order to an alimony pendente lite order, or alimony order,
as would be appropriate under the circumstances.
';
.1'
I;
is being entered into frc.lly and voluntarily, after having received such advice and with such
knowledge that execution of this Agrc.lment is not the result of any duress or undue influence.
and further that it is not the result of any collusion of inJproper or ilIegal agrc.lment or
agreements.
2.l
Counsel Fc.ls. Each party agree., to be responsible for his or her own legal fees and
expenses, and each party hereby agrees to waive any claim for alimony, alimony pendente lite,
counsel fees, expenses or costs.
u
Mutual Release. Husband and Wife each do hereby mutually remise, release, quitclaim,
and forever discharge the other and the estate of such other, for all times to come and for aU
purposes whatsoever. of and from any and all right, title and interest, or claims in or against the
property (including income and gain from property hereafter accruing) of the other or against
the estate of such other, of whatever nature and wheresoever situate, which he or she now has
or at any time hereafter may have against such other, the estate of such other, of any party
thereof, whether arising out of any former acts, contracts, engagements, of liabilities of such
other as by way of dower of curtesy, of claims in the nature of dower or curtesy of widow's or
widower's rights, family exemption, or similar allowance, of under the intestate laws, or the
right to take against the spouse's Will; or the right to treat a lifetime conveyance by the other
as testamentary, of all other rights of a surviving spouse to participate in a deceased spouse's
estate, whether arising under the laws of (a) Pennsylvania, (b) any state, commonwealth or
territory of the United States, or (c) any other country, or any rights which either party may
have or at any time hereafter have for past, present, or future support or maintenance. alimony,
alimony pendent lite, counsel fees, costs or expenses, whether arising as a result of'the marital
relation or otherwise, except and only except, all rights and agreements and oblisations of
whatsoever nature arising or which may arise under this Agreement a full, complete, and
general release wilh respect to any and all property of any kind or nature, rc:al or persOnal, noC
:'
mixed, which the other now owns or may hereafter acquire, except and only e"<:ept. all rights
and agreements and obligations of whatsoever nature arising or which may arise under this
Agreement or for the breach of any thereof.
M
BankruptCl!. The parties agree that any and all financial obligations assumed herein
sha11 not be subject to discharge through bankruptcy proceedings. This includes, but is not
limited to, all fuw1cial obligations assumed under Paragraph 3.6, 37, 3.8, 4.1, and S.I of this
Agreement. In the event either party attempts to avoid financial obligations described herein
through bankruptcy proceedings the other party shall have an independent claim against the
party claiming bankruptcy for any and all sums that the other party assumes or is required to
pay due to the action:s of the party claiming bankruptcy. Further, all rights available to the
other party provided for in Paragraph 6.14 hereinafter shaIl be available to the party not filing
bankruptcy.
~
Warranties. Each party represents that they have not heretofore incurred or contracted
for any debt, liability or obligation for which the estate of the other party may be responsible or
liable, e"cept as may be provided for in this Agreement. Each party agrees to indemnitY or
hold the other party hannIes., from and against any and all such debts, liabilities or obligations
of every kind, including those for neces"ities. e"cept for the obligations arising our of this
Agreement. Husband and Wife each warrant, covenant, represent and agree that each will,
now and at all times hereafter, save harmless and keep the other indemnified from all debts.
charges, and liabilities incurred by the other after the e"ecutioll date of the Agreement, except
as is otherwise specifically provided for by the terms of this Agreement and that neither of
them hereafter incur any liability whatsoever for which the estate of the other may be liable.
M
No waiver or moditicatioll of any of the teons of this Agreement shall be valid unless in
writing and signed by both parties and no w,ivei" of any breach hereof or default hereunder
shall be deemed a waiver of any subsequent default of the same or similar nature.
u
Husband and Wife covenant and agree that they will forthwith execute any and all
written instruments, assigrunents, releases, satisfactions, deeds, notes or such other writings as
may be necessarY or desirable for the proper implementation of this Agrt1ement, and as their
respective coUl1JeI shall mutually agree should be so executed in order to carry tWIy and
effectively the terms of this Agreement.
2J.
This Agreement shall be construed in accordance with the laws of the Commonwealth
of Pennsylvania which are in effect as of the date of execution of this Agreement.
u
This Agreement shall be binding and shall inure to the benefit of the parties hereto and
their respective heirs, executors, administrators, successors and assigns.
tiQ
This Agreement constitutes the entire understanding of the parties and supersedes any
and all prior agreements and negotiations between them. There are no representations or
wartanties other than those expressly set fonh herein.
2J..1
Severability. If any tenn, condition, clause, section, 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 respect.,
this Agreement shall be valid and continue in full force, effect, and operation. Likewise, the
failure of any party to meet his or her obligation under anyone or more of the articles and
sectiOIlll herein shall in no way void or alter the remaining. obligatiollll of the partics.
U4
[t is specifically understood and agreed that this Agreement constitutes an equitable
distribution of property, both real and personal, which was legally and beneficially acquired by
Husband and Wife, or either of them, during the marriage as contemplated by the Divorce
Code of the Commonwealth of Pennsylvania.
Ul
.D.i&~. The parties each warrant and represent to the other that he or she Iw
made a fuU and complete disclosure to the other of all assets of any nature whatsoever in which
party has an interest, of the sources, and amount of the income of such party of ever type
whatsoever, and all other facts relating to the subject matter of this Agreement.
ill
Enforceability and COllllideratilm. This Agreement shall survive any action for divorce
and decree of 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 tenns of the
Agreement by either Husband or Wife until it shall have been fully satisfied and perfonned.
The consideration for this contract and agreement is the mutual benefits to be obtained by both
of the partics hereto and the covenants and agreements of each of the parties to the other. The
adequacy of the consideration for all agreements herein contained in stipulated, confessed, and
admitted by the parties, and the parties intend to be legally bound hereby. In the event either
party breached the aforesaid Agreement and it is d'ltennined through appropriate legal action
that the alleged party has so breached the Agreement, the breaching party shall be responsible
for a!1Y and all attorney's fees as well as costs and expenses associated with litigation incurred
by the non-breaching party to enforce this Agreement against the breaching party. In the ,'Vent
NOW THEREFORE, IT IS ORDERED AND DECREED AS FOLLOWS:
I. Thc partics intcnd 1'01' this Ordcr tOI:onstitutc a "Qualificd DOlllcstic Relations
Ordcr" as dcfincd in Scction414(p) ot'thc Intcrnal Rcvcnuc Codc ot' 1986, liS alllcndcd.
2. This Ordcr applics to thc f'ollowing qualilicd rctircllIcnt plan: Kcystonc
District Council Carpcntcrs pcnsion Fund.
3. Ira E. Wagncr, Sr., social sccurity numbcr 192-30-2175, (hcrcinal\cr rcfcrrcd
to as "Participant") is a participant in thc Kcystonc District Council of Carpcntcrs
Pcnsion Fund.
4. Doris J. Wagncr, social sccurity numbcr 161-34-1066, (hcrcinal\cr rcfcrrcd to
as "Altcrnatc Paycc") is the Participant's spousc.
5. Participant's datc of birth is Octobcr 26,1937 and his currcnt and last known
mailing addrcss is 1243 Pinc Road, Carli sic, Cumbcrland County,Pcnnsylvania 17013.
6. Alternate Payce's datc ot' birth is August II), 1942 and her currcnt and last
known mailing addrcss is 1422 Bradley Drive, Unit C213, Carli sic, Cumbcrland County,
Pcnnsylvania 17013.
7. A portion of the Participant's account inthc Plan is marital propcrty subjcctto
thc distribution by this Court pursuant to the partics' Separation and Propcrty Settlcment
Agrcement dated April I, (1)1)9. Said Agrecmcnt, in paragraph 3.7, providcs that
Altcrnate Payee shall be entitled to rcceive a FIFTY (50%) PERCENT of thc marital
portion of Participant's funds and bencfits in thc Plan.
8. Thc marital portion of thc Defincd Bcnefit Plan available for distribution
hercin is NINE HUNDRED FIFTY-SIX alld 301100 ($956,30) DOLlARS pCI' month.
FIFTY (50%) PERCENT of this amount is FOUR HUNDRED SEVENTY-EIGHT alld
15//00 ($478./5) /)OLLARS per mOl1lh, This umount is the monthly umountto which
Allernute Payee is entitled elTeelive February I, 2000, and shall continue until the earlier
of Purtlcipant's deuth or Allernate 1'1Iyee's deuth, Said sum of $4711, 15 shall be puid
monthly to the Allernate Payee eonlelllpornneously with distributions to Purticipunt. with
each party bcing responsible for the tax consequences of their respective reccipt of funds,
9, Any action taken by Participant relative to reccipt of Plan funds shull not
reduce bencfits assigned to the Alternative Payee by this Order, For exulllple, in the
event Participant elects an early retirelllent or disability retirement option. Allernate
Payee's monthly payment, as described in paragraph 8 above. may not be reduced,
10, This Qualified Domestic Relations Order is not intended to, in any way,
affect any survivor benefits available under the Plan, which benefit shall remain solely as
a benefit of Participant. The Allernate Payee acknowledges the fact that if Participant
dies prior to retirement, the Allernate Payee is not entitled to any benefits under this
Qualified Domestic Relations Order,
11. This Order does not require the Plan to provide any type or form of benefit,
or option not otherwise provided under the Plan; or require the payment of any benefits
for the Alternate Payee which arc required to be paid to .mother Alternate Payee under
another Order previously determined to be a Qualified dOlllestie Relations Order; or
require the Plan to provide increased benefits which result from future contributions to
the Plan. Any provision of this Order which appears to be otherwise shall be null and
void and have no effect.
12. In no event shall the Alternate Payee have a greater right than those which
are available to the Participant. All payments to Alternate Payee provided for herein
shall cease upon Participant's death.
13. Upon mailing of this Order, to the Plan Administrator, if this Order has been
predetermined by the Plan Administrator to constitute a Qualified Domestie Relations
Order, the Plan Administrator shall properly ellrry out the pl'Ovisions. If this Order has
not been predetermined by the Plan Administrator as a Qualified Domestie Relations
Order, then the Plan Administrator shall, within a reasonable time, as defined by ERISA,
after the reeeipt of this Order, determine whether this Order is a Qualified Domestic
Relations Order and notify both the Participant and Alternate Payee of such a
determination. Until such time as a determination has bcen made, the Plan Administrator
shall comply with all requirements imposed upon it by Section404(p)(7) of the Code and
Section 206(d)(3)(h) of ERISA. If the Plan Administrator detennines that this Order is
not a Qualified Domestic Relations Order, then it shall notify thc Participant and
Altenlate Payee of such a determination and reason therefore.
14. The Court of Common Pleas of Cumberland County shall retain jurisdiction
for enforcement purposes and to make any changes in this Order to the extent required to
carry out the intent of the parties as evidenced by their affirmations set forth herein and
in the aforementioned Separation and Property Settlement Agreement, or to establish or
maintain its qualifications as a Qualified Domestic Relations Order under ERISA.
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