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Home My WebLink About98-06266 f\ 'l " v1 ~ 1 \l v1 t ~ - . . .:) - CJ ---.) -.3 :~ -.3 0.. 0- . ~' i i '- CJ f~ _1 , 1:. , C.'" - , .--.1 ., .., -:'-; < ~.I " '-i":) ,) :' .. , ,:'-J ,.:;:;. ,; (I- C.. :_10] '" ~.Il i.- V) , .. ~: ~'j V C> . , . . .' ... .-..' ..... ,~ ......, .. . , " . , .. '!:I ";,,' , ,:I' , , ~, ,;i',,; ;~. ../ 1<, "I', , i';..;, ~ ~:~ .,:f~}. r" '.(~ , .' . . '. .:' . ~ ' , . .,... , . I . ',' ','" ' .'~. ,'"~ .. ~ RONALD N. SNEED, Plaintiff IN THE COURT OF COMMON Pl,EAS OF CUMBERLAND COUNTY, PENNSYLVANIA v CIVIL ACTION . LAW HELEN D, SNEED, Defendant 98 - (,.11.:1.:, CIVIL TERM IN DIVORCE NOTICE TO DEFEND AND CLAIM RIGHTS You have been sued in Court, If you wish to defend against the claims set forth in the following pages, you must take prompt action. You are warned that if you fail to do so, the case may proceed without you and a decree of divorce or annulment may be entered against you by the Court, A judgment may also be entered against you for any other claim or relief requested in these papers by the Plaintiff. You may lose money or property or other rights important to you, including custody or visitation of your children, When the grounds for divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling, A list of marriage counselors is available in the Prothonotary's Office at the Cumberland County Courthouse, Carlisle, Pennsylvania, IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S FEES OR EXPENSES, BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLAND COUNTY BAR ASSOCIATION TWO LIBERTY AVENUE CARLISLE, PENNSYLVANIA 17013 TELEPHONE: 717-249-3166 5 This action is not collusive. 6 There have been no prior actions for divorce or annulment in thi.s or any other jurisdiction within the knowledge of the Plaintiff, 7 In accordance with Section 3301(c) of the Divorce Code, the marriage between the parties is irretrievably broken. 8 plaintiff has been advised that counseling is available and that Plaintiff may have the right to request that the Court require the parties to participate in counseling. WHEREFORE, the plaintiff requests your Honorable Court to decree that the Plaintiff be divorced from the Defendant, COUNT II - EQUITABLE DISTRIBUTION 9 paragraphs 1 through 4 of the Complaint are incorporated herein by reference as though set forth in full. 10 plaintiff and Defendant have acquired property, both real and personal during their marriage from September 25, 1982 until February 14, 1997, the date of their RPpnration. 11 Plaintiff and Defendant have been unable to agree as to an equitable division of said property. WHEREFORE, Plaintiff requests your Honorable Court to equitably divide all marital property. submitted, ~ Christopher Houston, Esquire Attorney for Plaintiff 52 West Pomfret Street Carlisle, PA 17013 717 - 241-5970 , . , , : ~ ~ " I . ~ ., II I I &00121 RONALD N. SNEED, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA , I i HELEN D, SNEED, Defendant i \ I' ii I Ii II I, 'I I, il 1 II I I I v, : NO. 98-6266 CIVIL TERM : CIVIL ACTION : IN DIVORCE WAIVER OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER ~ 3301 lei OF THE DIVORCE CODE 1, I consent to the entry of a final Decree of Divorce without notice. I 2, I undemtand that I may lose rights concerning alimony, division ofl property, lawyer's fees or expenses if I do not claim them before a divorce is granted, 3. I understand that I will not be divorced until a Divorce Decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary. I VERIFY THAT THE STATEMENTS MADE IN THE FOREGOING AFFIDAVIT ARE TRUE AND CORRECT, I UNDERSTAND THAT FALSE STATEMENTS HEREIN ARE MADE SUBJECT TO THE PENALTIES OF 18 Pa.C,S, !l4904 RELATING TO UNSWORN FALSIFICATION TO AUTHORITIES, I /(-?/1- ~ II Date alLiO~ftI ('>))w(/J Ronald N. Sn ed S3JlddO ~Vl OHnl 99tZ9~ZLtL XVd a&;ot &OOZ/6Z/80 RONALD N. SNEED, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. CIVIL ACTION .. LAW HELEN D. SNEED Defendant 98-6266 CIVIL TERM IN DIVORCE AFFIDAVIT OF SERVICE I HEREBY CERTIFY THAT I served a true and correct copy of the Amended Divorce Complaint filed in the above captioned case upon Helen D. Sneed, by certified mail, return receipt requested on September 7,2001 addressed to: Helen D. Sneed 320 Roxbury Road Shippensburg, PA 17257 and did thereafter receive same as evidenced by the attached Post Office receipt card , dated September 14, 2001. I VERIFY THAT THE STATEMENTS MADE IN THE FOREGOING AFFIDAVIT OF SERVICE ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE, I ii INFORMATION AND BELIEF, I UNDERSTAND THAT FALSE STATEMENTS HEREIN :j Ii MADE ARE SUBJECT TO THE PENALTIES OF 18 PA.C.S. SECTION 4904 Ii RELATING TO UNSWORN FALSIFICATION TO AUTHORITIES. II I. il ,i II I! Ii ~~74 Ii Date I' Ii Ii r I :' TURO LAW OFFICES obert J. ulderig, Esqui 28 South Pitt Street Carlisle, PA 17013 (717) 245-9688 Attorney for Plaintiff Ii i' I' Ii ii II II " i :i " I ,I Ii II [I i i I Ii Ii Ii ill ~ ll'l'{E I Cf\~~\ 1'1/" iH l 4Si! 47h J~7 U:, PO'.!.II ~;Hf..I(P Receipt for Certified Mail N'lln'Jur,an;;I' C{)"'l!fd~)ll P,owh..t DI~_~~~~j.'..'E! ~~~'~~'.~~~;II~,~! :.'!:.~'_~~"'''l:! -nLU.Li'L~J._L(UI "'.""1 t""''( () r II r' I Ii' /) , "~71'i.?t~.~.~f-(.--}J)c.' ., '.J ) . 1J1t~!:,_) , ",,~la'~ $ L I CllrtlhtldFI!8 ;) I [ Sroa,ll Dllil...ery ftltl lIoslnclfld Debvt!ry Feo on ~ Relurn Rocepl ShoWII19 10 ~&DateDP.~...erlld R~tum Rtt~ Shlwlf'll] lo.....'lvn [;~.'"lWe~~'i,\;>><'Y.o.) " :'1 JC ') ,; ! " of o o '" M E " " <n Q I TOTAL Postage'" Fees Po~lma"" orO,lle s 7 -). J :E- . u ~ a: c Jj . a: '" c ;;; ~ ~ .2 ~ o .. '" c .. ~ (~({0USL 20, ZOD! II Ii .. . " 1ii 0 Complete Ilemo; 1 .1nd:0I 2for addltlunal sCNlces. lliI Compltlloilt!ms3,4;'l.and411 t!! [J Pnnt vour nilme and atldrnss on tho rO\lorso 01 this form so Hlill WI.! com fetum thiS ~ Cilrdto}''lu !! C Attach thiS form to tl1e !ronl 0' tho mwlploce. or on tho b<lck II sp4ce tloes nol III pennlt ;; 0 Wfl!e ORe/urn RocOlp: RoquBsrodo on the maltplcce below the ,'"Iclu number, o Tha Rutum RecolPt v.1I1 show 10 whom Iho article w:!,; del'verCe! anti tl1e diltu S dollYllred 'g 3. Article Addressed to: ;; Q. E o u SENDER: I also wish to receive the follow. ing services (lor an extra fee): ery . HELEM iJ 2)JU::]) 3LO Rox.Bu Jell fOA I) Sri I PPtMJ3W(' bl Pfi ''i 1/2.':; I 4AMOI.4'5'1 47 L~ 33/ 4b. Service Type ~ o Registered ~ertified o Express Mail 0 Insured etu1n Receipt 'or Merchandise 0 COD I Del< ry .sO -L 8. Addressee's Address (Only il requested and lee is paidj 102595.99.8-0223 Domestic Return Receipt RONALD N, SNEED, Plaintiff · IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ~ ! :; ) I .,. ;~ ,: '~ , , i " v, . NO, 98-6266 CIVIL TERM HELEN D, SNEED, Defendant : CIVIL ACTION : IN DIVORCE NOTICE TO DEf~~QAN.P_~LAIIVLRIGHT$ You have been sued in Court, If you wish to defend against the claims set forth in the following pages, you must take prompt action, You are warned that if you fail to . do so, the case will proceed without you and a decree in divorce or annulment may be ; entered against you for any other claim or relief requested in these papers by the . Plaintiff, You may lose money or property or other rights important to you, including custody 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 1st Floor, Cumberland County I: Courthouse, South Hanover Street, Carlisle, Pennsylvania 17013. " [I 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. i, Ii YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO ii NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE 1/ OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP, I' il Ii II ,[ :1 " i: I' ,I " I: Cumberland County Bar Association 2 Liberty Avenue Carlisle, PA 17013 (717) 249-3166 " " il II Ii Ii I' ,I " II " RONALD N, SNEED, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA " 1. Plaintiff is Ronald N, Sneed, an adult individual, currently residing at 625 i, North West Street, Carlisle, Cumberland County, Pennsylvania. " Ii 2, Defendant is Helen D, Sneed. an adult individual, currently residing at 320 .1 Roxbury Road, Shippensburg, Cumberland County, Pennsylvania. I: ii 3, Plaintiff and Defendant are bonafide residents of the Commonwealth of Ii Pennsylvania and have been so for at least six months immediately previous to the filing II of this Complaint. Ii 4. Plaintiff and Defendant were married on September 25, 1982 in Carlisle, II Cumberland County, Pennsylvania. I Ii ,5, There have been no prior actions for divorce or annulment between the II parties, II 6, The Defendant is not a member of the Armed Forces of the United States I of America, or its Allies. I 7, The Plaintiff has been advised of the availability of counseling and the i right to request that the Court require the parties to participate in counseling. Knowing i' this, the Plaintiff does not desire that the Court require the parties to partiCipate in counseling. 8. Plaintiff and Defendant are citizens of the United States of America, 9. The parties have lived separate and apart since February 14, 1997 and I continue to live separate and apart as of the date of this Complaint. 'I " I I v. : NO. 98-6266 CIVIL TERM HELEN D, SNEED, Defendant : CIVIL ACTION : IN DIVORCE AMI;!-IDI:.D COMPLAINT 10, The parties marriage is irretrievably broken. WHEREFORE, Plaintiff requests your Honorable Divorce, Court to enter a Decree in I I i COUNT II I;.QUITABLE DISTRleUTION 11. Paragraphs 1 through 10 are incorporated herein by reference as if set forth in their full text. I, 12. Plaintiff and Defendant are joint owners of various items of personal Ii property, furniture and household furnishings acquired during their marriage, which are Ii subject to equitable distribution. I, !! 13. Plaintiff and Defendant have incurred debts and obligations during their !I marriage, which are subject to equitable distribution. " ji II WHEREFORE, Plaintiff requests your Honorable Court to enter a decree II equitably dividing the parties' property and equitably apportioning the debts incurred by II the parties, II Respectfully Submitted TURO LAW OFFICES C; hY;/ I Da(e II II II II 'I II I' II 'I II ~V/JG////. ' , /'/ ." ~e.;:~, Robert J. Iderig, Esquire 6 28 South Pitt Street Carlisle, PA 17013 (717) 245-9688 Attorney for Plaintiff RONALD N, SNEED, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW v, . HELEN D, SNEED Defendant 98-6266 CIVIL TERM IN DIVORCE CERTIFICATE OF ~j:RVICE , I hereby certify that I served a true and correct copy of the Amended Complaint ii upon Helen D. Sneed, by depositing same in the United States Mail, first class, postage I: pre-paid on the '/ day of Sri'.I, 2001, from Carlisle, Pennsylvania, " U 'I !I addressed as follows: I ~ I i' Helen 0, Sneed 320 Roxbury Road Shippensburg, PA 17257 II I , I I i I! ii II I' I II !I I I I! II " " 'I II II I: ii Ii I obert J. Mulderig, Esquire 28 South Pitt Street Carlisle, PA 17013 (717) 245-9688 Attorney for Plaintiff j.' " ir. ,- ';") , " ,- ,- , .' .;; -j , /~ , .. : - :~~ '" '.") I , -, r '. I 1 t'J (,0; L:.. '5 , ~ '-> RONALD N. SNEI-:D, PlainLi ff 1 N '1'111,; COUH'J' 01-' COMMON PLEAS OF CIJr1BI-:HLMIIJ COUNTY, PENNSYLVANIA vs. NO. 9H ' G?f,fl crvII, IIELEN D. SNEED, Defendant IN DIVOHCE TO: Robert J. Mulderig Attorney for Plaintiff Michael A. Scherer Attorney for Defendant DATE: Friday, June 21, 2002 CERTIFICATION I certify that discovery is complete as to the claims for which the Master has been appointed. OR IF DISCOVERY IS NOT COMPLETE: (a) Outline what information is required that is not complete in order to prepare the case for trial and indicate whether there are any outstanding interrogatories or discovery motions. ~,...~..., . . . . , ,.] " r '''I Irl ~ :,1 .J = 1.11 , Il ,.gL ,_.__ l I ~l'-'q,'q , - . 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"l:. . , , RONALD N, SNEED : IN TIlE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : CIVIL ACTION - LA W \" IIELEN IJ, SNEI'IJ NO, 'is - h2(,(, IN DIVORCE ORDER AND NOTICE SETTING HEARING TO: Ronald N, SI1~~d Rob~rt J. MlIld~rig , Plaintiff , Counsel for Plaintiff I Jelcn D. Snccd Michael A. Sch~r~r , Defendant , Counsel for Defendant You arc directed to appear for a hearing to take testimony on the outstanding issues in the above captioned divorce proceedings at the Officc of the Divorce Master, 9 North Hanover Street, Carlisle, Pcnnsylvania, on the 19th day of November 2002 at 2:00 p.m., at which place and time you will bc given thc opportunity to prcsent witnesses and exhibits in support of your case. George E. Hoffer, President Jud e Datc of Order and Notice: 10/23/02 By: > t/2t.:1 r1:d. - Divorce Master IF YOU DO NOT HAVE A LA WYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. ( f CUMBERLAND COUNTY BAR ASSOCIATION 2 LIBERTY AVENUE, CARLISLE, pA 17013 TELEPHONE (717) 249-3166 I ! ~. Mr, Mulderig and Mr. Scherer, Attorneys at Law 25 September 2002 Page 2 ' Therefore, we need to look at two scenarios, Let us suppose that the husband and wife (let LIS w;sllllle hllslJalld is the party in the military) have separated and divorced before the husband has attained his twenty years of service, In that situation, neither party would be entitled to any benefit. Let us assume that the parties have separated before husband has his twenty years of service but subsequently are divorced after the twenty years of service. It is my belief that wife would be entitled to share, therefore, in the pension benefit. Of course, wife would share if the parties separated and divorced after husband has attained his twenty years of service, Now let us turn to the issue that is pending with regard to the county pension. Obviously, we do not have any twenty years of service requirement. If the parties are separated and divorced before vesting, then the spouse as the alternate payee would be entitled only to benefit in the contributions of the employee. If the parties separated and divorced after vesting, then there is no question that the spouse would be entitled to share in the full pension benefit of the employee. In the present case, we have a situation where the employee was not vested at the time of separation but subsequently vested before the parties obtain a divorce. The value of the pension after vesting is, of course, substantially more than the employee's contributions prior to vesting. In the present case if we used a DRO with a coverture formula, it is my opinion that the alternate payee spouse would be sharing in the pension benefit using the vested value. Consequently, why should the method of distribution affect the value? The suggestion is that if the case law supports the argument that we use the date of separation value, which in this case would only be the employee's contributions, then the employee's spouse would not be entitled to benefit from any of the value that was attributed to the benefit as a result of vesting. This, of course, follows the scenario that the divorce has not occurred prior to vesting. If we take the present value argument using the date of separation value versus the deferred distribution method using a coverture formula, it appears to me that we are going to be arriving at a different financial result which on the one hand will be to the detriment of the alternate payee and on the other hand to the benefit of the alternate payee. RONALD N, SNEED, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA i " , , \ v, HELEN D, SNEED, Defendant : NO, 98-6266 : CIVIL ACTION : IN DIVORCE CIVIL TERM NOTICE TOTtlJ:.R~FI;~J:>.At-.I.T If you wish to deny any of the statements set forth in this Affidavit, you must file a Ii Counteraffidavit within twenty (20) days after this Affidavit has been served on you or " Ii the statements will be admitted, II p , I: I I: ;1 : , , PLAINTIFF'S AFFIDAVIT UNDER ~3301{Q) OF THE DIVORCE CODE 1, The parties to this action separated on February 14. 1997 and have , continued to live separate and apart for a period of at least two years. ,I If 2, The marriage is irretrievably broken, 'I 3, I understand that I may lose rights concerning alimony, division of marital I property, lawyer's fees or expenses if I do not claim them before a divorce is granted, I VERIFY THAT THE STATEMENTS MADE IN THE FOREGOING AFFIDAVIT ARE TRUE AND CORRECT, I UNDERSTAND THAT FALSE STATEMENTS HEREIN I MADE ARE SUBJECT TO THE PENALTIES OF PA. C.S. ~4904 RELATING TO UNSWORN FALSIFICATION TO AUTHORITIES. I C' '" " I ,l(/.e,c/,(,/ Date I I II 'i I, ,j il II 1 ('Ne' L ,,' ')'Y"I ,'; t, <)1{tt Ronald N, Sneed RONALD N, SNEED, Plaintiff v, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW i I I I I I I I hereby certify that I served a true and correct copy of the Plaintiffs Affidavit I I, upon Helen D. Sneed, by depositing same in t~e United States Mail, first class, postage I ", pre-paid on the / day of ')'r'y>-1' ,2001, from Carlisle. Pennsylvania, Ii Ii addressed as follows: " I; " .. HELEN D, SNEED Defendant 98-6266 CIVIL TERM IN DIVORCE CERTIFJ~A TE_Of, SERY!~I; ii I: Ii I II II I I I I I I I , Helen D, Sneed 320 Roxbury Road Shippensburg, PA 17257 i I t TU 0 LAW OFFICES i, II I R e J. Mu derig, Esquire 28 South Pitt Street Carlisle, PA 17013 (717) 245-9688 Attorney for Plaintiff I Ii , ._, ;-- lJ:' c:; Eo (,' ---:: or: " :. ,.;,; :.j -. - .., I , ~ r , -- ~ ,J l , v -. '- ~j ":,) '-J Turo Law Offices , , I' i:", -, J ,:1, ' ;'l.:i }il~I';I~.: UI: 'PIt .'i(li" I" ~ \":,.ii.l~...J.~.. , t~~:~ri;!,l,\:~Jnt~Jnl!~{(JUg . \'., ,"-~~":",,,,":"" :'-:.,. . ,'" . ~ . www.TuroLaw.com RON TURO. ESQuiro ROBERT J MULDERIG. e.quiro GALEN R. WALTZ, esquire JAMES M, ROBINSON, Esquire DANIEL 0, WORLEY. ESQulro l~ :ieulh PIli :illOOI Carlisle, Pennsylvanlo 17013 (717) 245.9688 (800) 562,9778 Fax (717) 245.21R5 FAX COVER SHEET PLEASE DELIVER THE FOllOWING PAGES TO: TO: ~DPe\' (Y\ulde f\ 'VI \ ,Jess Sne.Q.c\ TOTAL PAGES: S FAX# :ll/O- 7590 FROM: RE: DATE: -.31 jC{ ( ()") COMMENTS: PLEASE CALL OUR OFFICE AT (717) 245.9688 IF YOU DID NOT RECEIVE THE COMPLETE FAX TRANSMISSION. THANK YOU. .....**.*.****.*.*****************.*...***********************.*******....**.*************.~*****.. CONFIDENTIALITY NOTICE: This facsimile contains confidential information, which may be legally privileged and which is intended only for the use of the Addressee(s) named above. If you are not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient. you are hereby notified thai any dissemination or copying of this facsimile, or the taking of any action in reliance on the contents of this telecopied information may be strictly prohibited. If you have received this facsimile in error, please notify us immediately by phone and return the entire facsimile to us via the U.S, Postal Service. Thank you. ~ 100~ S~JlddO ,"V'l OHrIJ. 991Z9~ZLIL XYd IZ:OI COOZ/6Z/90 TO: Robert J. Mulderig , Allc)rrH~Y for Plaintiff RONALD N. :3m:r':IJ, f' I" i nt i r f I:: Till.: (:U1J!(j' ui.' (\)j.;r.1(;:~ I!Lr:,\;; OF r'i)i'lIll':!iLflrJll r:()IJtJ'l"", l'I,:Wl:;Yl.VAtIJA VS. r: I V I L ,\(,''1' I un - Ll\~'J tl(). I,H - !,,'I,L ('II/I!. HI':U,N D. ::111':1-:1'1 lJefend"r,t. I [.J [J I \/(Jj{t'E ---------.---.----.-....-..-..,..---....-- -_.,--_._-_.._---~_.._---,.. NOT lCf~ OF i'RE-IIF:AR [NG CUNf'r:I<l';Ucr: Michael A. Scherer , At.torney for Defendant A pre-hearing conference has been scheduled at the Office of the Divorce Master, 9 North Hanover Street, Carlisle, Pennsylvania, on the 29th day of August 2003, at 9:30 a,m., at which time we will review the pre-trial statements previously filed by counsell define issues, identify witnesses, explore i .' r' the possibility of settlement and, if necessary, schedule a hearing. ,', Very truly yours, Date of Notice: 7/24/03 E. Robert Elickerl II Divorce Master I i I " I" , !tJ. OFFICE OF DIVORCE MASTER CUMflf- nLANrJ COIJN I Y COUflT 01 COMMON 1'1 LAS !l North f1,lnOVl)' Slreel Carllsll',PA 17{)1'1 (717) 240 [;535 E. Robert Elicker, II Divorce Masler West Shore 697.0371 Exl 6535 September 3, 2002 Traci Jo Colyer Office Manager/Reporter Robert J. Mulderig, Esquire TURO LAW OFFICES Noble Mansion 28 South Pitt Street Carlisle, PA 17013 Michael A, Scherer, Esquire O'BRIEN, BARIC & SCHERER 17 West South Street Carlisle, PA 17013 RE: Ronald N. Sneed vs. Helen D. Sneed No. 98 - 6266 Civil In Divorce Dear Mr. Mulderig and Mr. Scherer: Discovery should be complete. Mr. Scherer had indicated in his certification document that he was going to obtain some information on Helen Sneed's county retirement. That document was dated in July 2002. The action was commenced by the filing of a divorce complaint on November 4, 1998, raising grounds for divorce of irretrievable breakdown of the marriage and the economic claim of equitable distribution, An amended complaint was filed September 7,2001, averring that the parties have been separated since February 14, 1997. On the same date an affidavit under Section 3301(d) was filed by the Plaintiff averring a separation in excess of two years. Consequently, there does not appear to be any issue with respect to grounds for divorce, The only economic claim pending before the Master is equitable distribution. Neither party has raised a claim for alimony or counsel fees and costs. In accordance with P.R.C.P. 1920.33(b) I am directing each counsel to file a pretrial statement on or before Tuesday, September 24, 2002. Upon receipt of the receipt of the pretrial statements, I will immediately I ~\ , k Turo Law Offices www.TuroLaw.com 28 South Pitt Street Carlisle, Pennsylvania 17013 (717) 245.9688 (800) 562.9778 Fax (717) 245.2165 RON TURO, Esquire ROBERT J MULDE RIG, Esquire GALEN R WALTZ, EsqUIre JAMES M ROBINSON, Esquire DANIEL D WORLEY, EsqUIre 1111 \1ll1l1 \H\"l!l\ July 16, 2003 E, Robert Elicker, II, Esquire Office of the Divorce Master 9 North Hanover Street Carlisle, PA 17013 RE: Sneed v, Sneed 98-6266 Dear Mr. Elicker: On May 9, 2003 I requested a new pre-hearing conference date. On May 21, 2003 Mr. Scherer wrote stating that he had forwarded my letter to his client and she would inform him whether or not she wants to hire a pension appraiser. He further stated that he would contact you after he heard from his client, 55 days have elapsed and we are at the same position we were on May 9, 2003, I therefore once again request a pre-hearing conference in this case, Thank you for your kind attention, Sincerely, ~'#ff~i" Rmulderig@TuroLaw,com RJM/jah c,c, Michael Scherer Ron Sneed Turo Law Offices www.TuroLaw.com 28 South Pitt Street Carlisle, Pennsylvania 17013 (717) 245-9688 (800) 562.9778 Fax (717) 245.2165 RON TURO, Esquire ROBERT J, MULDE RIG, Esquire GALEN R WALTZ, EsqUire JAMES M, ROBINSON, EsqUire DANIEL D, WORLEY, Esquire IIlI\lIllll..\II.\'llllro May 8, 2003 E, Robert Elicker, II, Esquire Office of the Divorce Master 9 North Hanover Street Carlisle, PA 17013 RE: Sneed v. Sneed Dear Mr, Elicker: I have supplied Mr. Sheer with all the information I have been able to gather on the pension. In my clients opinion this case is dragging on way too long. I therefore request that you set a new fee hearing conference date. Thank you for your kind attention. Sincerely, c~~cflaj!/.flt!/td~ ROBERT J, I\IlULDERIG, ESQtJtRE Rmulderig@TuroLaw,com RJM/rms cc: Ronald Sneed I <Ill 1"'1" \ (/'/1/111 \, /II/III .1 ,\( 11//11 /I J '1f"\{,\"lIfJ'.\r'l'd (,jII/\,',I',/II/II/I,JIII,/I'/I11 Nuher/I. (J'lllNII /J1II'ld.1 Illlrlt' ,"'I'//lIe",' ,\\lIi'1'l'l' ,..,..) .'./IJ-6.\'''3 rOI ,"I") .'./1).5"55 F-II/"d II/!\ 11/1/1,11111' ""/11 "/I'('t"f d/l,ltll'l/oh\lol\'t'OIll ( klohl'l ~S, 21102 E, Rohl'rtl:lickcr. II. /'squirc Ilin,rec Mastcr Ninc Nol'lh Ilallowr Strcd Carlisk. Pcnnsyll'ania 170 1.1 Rohcrt J, M uldcrig. Esquirc Turo I.aw Oflkc 28 Smuh Pill Strect Carlislc. Pcnnsylvania 1701:; IU:: Sueed Y. Sncl'd Ilcar Mcssrs, E1iekcr and Mulckrig: I iudicatcd tolloh Muldcrig in a rcecnt tdcphone conwrsation, that I had spokcn with my clicnt rcgarding thc rctcntion or an cxpel'lto rcvicw thc rctircmcnt bcndits in this easc. and that shc indicatcd she would likc to scc vcrification ofrvlr. Snccd's rctircmcnt bcncfits prior to spending money on an cxpert. I had indicated in my October 2. 2002. Icttcr 10 each "ryouthat I was anticipating recciving Mr. Snced's rctircment inli1l'l11alion, and I still await it. Given that 1\1r. Snccd is employed by a local company who has a human rcsourecs dcpartment in housc. I would expcet thc retirement information should not bc dinicult to obtain and I should bc receiving it soon, In the meantime. I havc a Summary Trial on my calendar tor Tucsday. Novcmber I lJ. 2002. at 2:30 1',111.. which has already bccn reschcdulcd oncc. As such. I would rcquest thc hearing in this matter which has bccn set Jor 2:00 p,m. on Novcmber 19.2002. be resehcduled to a time when 1 am able to bc prcsent. My sccretary can bc or assistancc in identifying a date on which I am available. Thank you lor your cooperation, V cry truly yours, O'BRIEN, BARIC & SCHERER ~(fl4- Michael A. Schcrer. Esquirc MASlsg ec: Ilden D. Snecd File - 1\IAS\l)UIIIl'slil'\SIH'l'c1\ElidH'r2.1lr i , f f, I. f LCXlsNcXIS (I M) Uaslc lasc La",'\: :-'lal111c, I :-'CillCh - I l(cslIU, , I'IJlJll/\Ill.1', 111:-' II{I.., I'agc I 01 II ---Source: All Sources=- Cases and Cour1 nules =- By Court::. PA Superior Court ., Term. EQUITABLE OISTRIBUTlON&PENSIONS (I.d'i SearCh) 437Pa. Super, 130, '; 649A.2d691; 1994 Pa, Super, LEXIS 3289 TERESA S, PAULONE, Appellant v. DANIEL J. PAULONE; TERESA S, PAULONE v, DANIEL J, PAULONE, A[lpellant No. 1427 Pittsburgh 1993, No, 1461 Pittsburgh 1993 SUPERIOR COURT OF PENNSYLVANIA 437 Pa. Super. 130; 649 A,2d 691; 1994 Pa, Super. LEXIS 3289 February 2, 1994, Argued November 4, 1994, Flied PRIOR HISTORY: Appeal from the Order Entered August 17, 1993, In the Court of Common Pleas of Westmoreland County, Civil Division, No. 1295 OF 1990 - D. Before BLAHOVEC, J. This Opinion Substituted by the Court for Withdrawn Opinion of November 1, 1994, Previously Reported at: 192<lPa, Super. LEXIS 3191.. DISPOSITION: Reversed and Remanded. COUNSEL: Robert Raphaell Pittsburgh, for Teresa Paulone. H. Reginald Belden, Jr., Greensburg, for Daniel paulone, JUDGES: BEFORE: DEL SOLEI FORD ELLIOlT, AND MONTGOMERY, JJ. OPINION BY: FORD ELLIOlT OPINION: [*132] OPINION BY FORD ELLIOlT, J.: Before us are cross-appeals from an order of the Court of Common Pleas of Westmoreland County directing equitable distribution of marital property. The parties' principal dissatisfaction with the trial court's order ~e.r1.t.e.r~upon t!.lJsban.d's pension pia!' and profit shar!l1g plan. For the reasons set forth herein, we must reverse and remand. Husband and Wife were married on June 18, 1980, and separated on or about September 15, 1989. A complaint In divorce was flied by Wife on August 14, 1990, The action was bifurcated and a decree In divorce was entered on August 26, 1992. No children were born of this marriage. Husband Is self-employed In a family-owned and operated lumber and home building business. Wife Is employed as a teacher. A Master's hearing was conducted on July 15, 1992, In his report filed January 141 1993, the Master recommended that the assets of the marital estate be divided on an equal basis, Both parties filed exceptions to the report, A hearing was held on July 16, 1993, by the trial court for clarification on the Issue of l,eXlsNexls (I M) llasle Case law ~ Statute," I search - II{e,"ulls - 1:l.JUII AIII.I: lJIS IIU.., I'''~c" III " Husband's pension, The trial court adopted the Master's report and recommendation _wIth t!'C exception of the valuation of the,penslon and profit sharing plans and entered an orde!.E!l!~d July 28, 1993, Subsequently, an am'cnded ordei- v"is cnterecl'cli, August' 17; 1993,-(0 correct a typographical error. These timely appealS followed. On appeal both parties chiUJj:ngc.1h rial court's discretion In Its handlin of Husband~DSIon and profit sharJng plans, Wife ctJallenges thc.!l\Clh.Q OLvaluatlon ulillzl:ll b'y thi ~Ial court, ancl Husban~,dlspu_t~s the method of distribution, Before addressing the Issues presented, we note that In reviewing challenges to an order of equitable distribution, the trial court's decision will stand unless the court abused Its discretion In formulating the order. Endy v. Endy, 412[*133] Pa, Super. 398,403,603 A.2d 641,643 (1992). We have stated that an abuse of discretion Is not found lightly, but upon a showing of clear and convincing evidence. Miller v, Mlllerl 421 Pa, Super. 23, 28,617 A,2d 3751377 (1992), Under the abuse of discretion standard, the appellate court does not usurp the trial court's duty as factflnder. (d. An abuse of discretion will be found by this court If the trial court failed to follow proper legal procedures or misapplied the law. L1ciardello v, L1clardel!o, 391J'a,.Super. 219, 222, 570 A.2dl062, 1063 (1990). Q Accepting the parameters of our review we r 0 thp 1<<ulW2leSJ:Dted bv Wife. Wife argues that the trial court aouse Its discretion by applying a coverture fraction to Husband's pension and profit sharing plans which resulted In an unfair and unequitable valuation of the marital component on the plans. The thrust of Wife's galm Is that because Husband's clans are defined contribution plans, the use of a covertur @ctlon Is nnt required for determining e ma or-= utlon. Pension plans are generally of two basic types: the defined contribution plan and the defined benefit plan, Recently, In Berrlngton v, Berrington, 534 Pa. 393, 633 A.2d 589 (1993), our supreme court discussed the two types of pension plans. A defined benefit plan Is one InuV-!hlch the emplo}'er Eromlses a certain benefit; a defined coiitrlbiitloii"planJs.QneJ.o-:W-'l!~h th~ empjovei--promlsesa certa in-- contribution, [*134] .......,..----.- In a defined benefit plan, the benefit which Is promised Is calculated by a formula defined in the pension plan provisions, The employer pays a specified benefit at retirement, In some defined benefit plansl the employee contributes nothing; In others, the benefits are based, in part, on what the employee contributes. The employer's contribution to the planl however, varies from year to year based on the amount which Is needed at any particular time to pay the benefits which are due. Individual accounts of each employee's contribution, If any, are maintained, but these accounts do not specify an employer contribution. In a defined contribution plan, however, Individual accounts specify not only the employee's contribution, but the employer's as well, The benefits to be paid In the defined contribution plan, however, unlike those In the defined benefit plan, are not fixed, for they depend upon the performance of Investments which are made with the contributions, 534 Pa. at n,l, 633 A,2d at 590 n.1. Because of the distinct nature of each of these plans, their method of valuation Is different as well. As one commentator has explained: LCXlsNcXIS (I M) Ilaslc Lase Law & Statules I Search - /I(esuits. U.,lIJlI ABU'. IJIS 11(1.., l'i1gc j ul II Valuing the defined contribution plan Defined contribution plans are similar to savings accounts, In the sense that the value of each Individual account Is Indicated by current account statements. The [marital portion subject to equitable distribution] In the employee's retirement account Is equal to the value of the account at the date of separation. Valuation becomes a matter of reviewing the latest account statement furnished to the employee by the plan administrator. For example, if the parties separate on January 1, and the latest account statement dated January 1 lists the fair market value of the employee's account as $ 20,000, that figure Is the value of the account for the purpose of disposing of the retirement Interest. When separation occurs after the most recent statement, the fair market value of the account can be approximated by determining what additional Investments were made on behalf of the account and computing Increases, or decreases, In the account. Further Information from the plan administrator should be available to make an acceptably accurate determination In this Instance. Valuing the defined benefit plan It is the defined benefit plan which raises significant valuation problems. Unlike the defined contribution plan, there Is no individual account statement which provides the parties with the value of the plan at regular Intervals. All we know is that if the employee stays alive and on the JOb[*13S] until retirement, he will be entitled to receive a speCified monthly payment for the balance of his life, Defined benefit plans are valued by actuarially determining their present value. . . , The calculation of a present value requires discounting for mortality, based upon group annuity mortality tablesl discounting for Interest, and discounting for the probability that the employee will remain with the company to retirement age. All of the various factors can be considered by the actuary In determining the present value of the plan. Hardie, Pay Now or Later: Alternatives In the Disposition of Retirement Benefits on Divorce, 53 Cal. St. B.J, 106 (1978) (footnotes omitted) (parenthetical added). .~ Wife argues on appeal that because no present value calculation Is necessary for the valuation of a defined con~rlbutlon plan, then no coverture fraction calculation need be applied to such a beneflt.(In effect, the value of the marital portion of the plan account is readily ascertainable by simply reviewing the account for the dates and amounts of the contributions. ,,) \o~ 0J ,)J ~J\ As to the valuation of the pension benefits involved In the Instant case, we agree with Wife that the use of a coverture fraction is unnecessary and unfairly reduces the portion of the pension which should be available for distribution, However, we will not go so far as to direct that the use of the coverture fraction is Inapplicable to all defined contribution plans, ...... I,CXISNcXIS (I MJ IInsl" LllSC Law &. Stntlltcs I SCllrch -/1{cslIlts - l:l.}lJll AIILl: DIS 11U.., I'ngc -101 h We begin our analysis by stating that an exhaustive review of the case law In this Commonwealth reveals that the vast majority of reported declslons~wlth the valuation and dlslrlblllloQoLd.efined ,~!!_n,~nU~eD~jonJllans, and the"coverture fraction calculations are an Important part of the analysis In these decisions. Thenumerato-r'offfie coverture.!raaion repl1!!:el1~tI1C01umber'of:ye~stne~l8'Were married, anCltliedenomlnator r~u:~resents the'riuml?llf Q!.y.f!.<w!,Itie_l@Efoyee/spouse partlclpatedTn the...2!!!D, Katzenberger v. Katzenberger, 409 Pa. Super. 10,597 A,2d636(1991), affirmed, 534[*136] Pa. 419,633 A,2d 602 (1993), relied upon by the trial court, is one such example. While the coverture fraction Is an essential component of this formula for determining marital portion of the defined benefit plan, it Is not an essential factor in the valuation process itself. The coverture fraction Is merel a wa to calculate what portion of a enslon adjus~o pres'lmt value n rlbutable to the marriage. ee: errlngtonl supra; Cornbleth v, n el , 397 Pa. Super. 421, 580 A.2d 369 (199,0); Low.ryv, ,Lowry, 375 Pa. Super, 382, 544 A.2d 972 (1988); Oet--1asl v. DeMasi, 366 Pa. Super. 19, 530 A,2d 871 (1987), _ _ _ _ _ _ _ _ - - - - - - - - - -Footnotes- - - - - - - - - - - - - - - - - - n1 The present value of the pension benefit or employee benefit Is estimated to be the amount of monies the employee would take In return for giving up his right to an unknown number of future payments, This amount Is discounted by actuarial calculations reflecting contingencies that could affect future payouts, with such discounts being given for mortality, Inflation, Interest, probability of continued employment and probability of vesting. Skoloff, How to Evaluate and Distribute Employee Benefits in Divorcel NAT'L. L.J, 25 (February 13, 1984), _ _ _ _ _ _ - - - - - - - - - - -End Footnotes- - - - - - - - - - - - - - - - - As set out earlier, because a defined contribution plan is very similar to a savings account with valuation readily determinable, the marital portion of that valuation may also be readily ascertainable without resort to a percentage calculation. If..lJPon reviewing the account recorps t,he \/.alue of the plan at both the date of marriage and 'aateOf-se-para~lon Ts.JlPIlar.eot, then the marital portion of the pension account1S easlJV1!Stll'b11~lre-cJ.1fls the difference between the two, This valuation would Include all contributions made during the marriage as well as any Increases In value of all contributions made both marital and nonmarltal. Moreover, no separate determination of Increase In value of the pre- marital portion Is required, Following this valuation of the marital portion of the defined contribution plan the only additional calculations left for the court would be to determine lhe dlstrlbullve share of the pension and Its increase in value from date of seDaratlon to riate of distribution. Turning to the case at hand, because the valuation of husband's defined contribution plans appears readily ascertainable, [*137] the application of the coverture fraction Is unnecessary. Therefore, we must vacate the order of the trial court and remand for recalculation of the marital share of the plans. n2 _ _ _ _ - - - - - - - - - - - - - -Footnotes. - - - - - - - - - - . - - - - - - n2 We direct the trial court's attention to the following matter. At the July 16, 1993 hearing, it appears that both counsel agreed to the value of each plan using a valuation date of January 31 1991. Deducted from t -se aratlon contributions made y husband In 1989, Our concern centers on the fact that no mention is made of a deduction of any 1990 post-separation contributions. Since our decision today requires a remand for a complete revaluatlonl we leave this matter to the court's consideration and the parties' explanation on remand. LCXISNcXIS (I M) Llaslc Lasc Law &. :;talulcs I :;carch . II{csulIS - 1'\.JUII AUU, UI:> II{I.., 1'''gC) 01 h _ . _ _ _ _ _ _ _ _ _ _ - - - - -End Footnotes- - - - - - - - - - - . - . - - - , I , (. I'/' .. "J ~j I., ,I t! Our decision today focuses on the particular pension and profit sharing plans before this court and precludes the use of a coverture fractlor> calculation for this plan, However, we will not at this time extend our holding to include all defined contribution plans. The valuation of any pension plan must depend upon the characteristics of the Individual plan. To the extent that there are defined contribution plans, which accounts will not show specific account balances for the years of marriage, then It may well be that a coverture fraction may have to be utilized In determining the percentage of the account balance which Is attributable to the marriage, We also note that there may be Instances where a coverture fraction need not be applied to a defined benefit plan. SpecifiCally, In t'le Instance where the coverture fraction represents one hundred percent, Accordingly, we leave It to the discretion of the trial court whether such a calculation Is necessary In any given case, The use of a coverture fraction has nothing to do with the valuation of a pension plan Itself. Rather, Its sole purpose Is to determine what part of the value of the plan Is attributable to the years of marriage and hence marital property subject to equitable distribution. However, If this marital portion Is c;1.eilr from the records of the plan Itself, the use of the cO"/c'rtu'ridractlor. Is unnecessary and potentia Iy unfair to either the employee or non-emp ovee spouse, The Issue presented by Husband on appeal challenges the method of distribution utilized by the trial court of Husband's pension plans, Husband contends th.at .the trlaLcourteuedjn utilizing the Immediate offset metho~,~<!~h,e.L~h.~.D...tl)g..d.eferred!!131U..9Jstrlbutlon method for dlstrll:~~tlon of fum!~ In the pension and profit sharing plans, Retirement benefits may be distributed by either an Immediate offset method which divides the benefits at the time of the equitable distribution proceeding or the deferred distribution method which allows the court to reserve jurisdiction over the benefits until they mature or enter pay status, See t3Lacl.ermaoll., Braclerman.,33~f>a,Sup'e[.,J.sS.4ef!A.2d 613 (1985). regarding discussion of two methods as they apply to a defined benefit plan. The reasons why one method may be preferred over another have been set out as follows: Deferred distribution. . . Is the preferred method of distribution for unvested retirement benefits, since the risks of nonreceipt of the benefits are shared by the parties. Deferred distribution may also be the method of choice where the parties have Insufficient assets to effect an Immediate distribution. . , , Immediate offset Is sometimes preferable because It ends the relationship between the parties and can be utilized where the parties have sufficient assets to make an exchange. The Immediate offset method Involves an Immediate distribution of the retirement benefits by way of a set-off for the present value of the benefits. The present value Is an estimate of the current worth of the future payments, . . . Wilder, Family Law Practice & Procedurel (3d. ed. 1993) !i 23-3 at 266 (footnotes omitted). Because we are dealing Instantly with a defined contribution plan where valuation Is not a factor, the only consideration before the court as to method of distribution is whether there are sufficient assets available to make an adequate division of marital property. Husband argues that he ha~ Insufficient liquid assets to satisfy Wife's marital portion of the pension plans. He argues that a deferred distribution of the funds Is the better method or, In the alternative, that the trial court[* 139] should order an Immediate rollover from IRA funds and pension and profit sharing funds to Wife, , .' I \ 1, .... __ ~ . - . . :"" - - . "~., i . I I , ,I. '.. "~ ~ I, '...' 1 1/ i' , /'. )\ ..'.'lI,~.... " '4.j, :'f t ~. r ,;, ~";-~ ':'iiJ.t{~%;;:'iH~/~/"J,>, . .,' ..: ,\\.,::,,:~,.j?~:t'fIJ.\~, . <S.~:/.o.i\;:..<i.;...,>,.h.~....,d """""'~'''''''''';' ._...:". "'-,.,,_ ., ,^,~" _.,:::'..~; "J~~~:"\.':: ,;~'.<S:~.~.:,'{i::~ I}i}' i:i~5}fo;::~:';~!J::;:.~,::~I:/-:;:.':ev ,',',,',;_ ". ;-.'.j';-'". t, ' ,". .,.. '" ,', ..., ,._" .\:7~'" ,~~\:;,,:;~~"~,::.~~~~r~';; ::,~::',', ~,< >:,,: :.( ..:.', '" ,::j:'~!{:~'i~~t.;,'i,.~j~~~!l" ,:"'. ~"r'i'" "'......, ,;/.: J'" ,'" Turo Law Offices':, ,.' '."~''I1:''''ti'f'';.d;litfi:'Z.. :~~~ (', ~.lt.' :~,_~/(:; 1 '" I :' '. "~'. ,~.. ':";;'" r '_:",'J-'" ~(/,_~i~'~~~:~~~{~Jl~ ".,'.',.:' ",V.., ~,''', ,',,: ,Attomeys & counselors At Law"..' " ",', ..:--,>,("., ,'1,",\,":'I,~" ,," ''!9:Vf:~~~:;:''ii' , ': ~~~: """:,:;1~ft;;L .'~ 'I 1 \ I I , ~ f'i ~:, ,;". " ,,' , , '. "-'. 1;~~'. " " ,.- , ~)~,'~ , " '..r~' ) ~'" ':. .,.....:' . ~ : : ~ ". ' '_.".' . ., .. ~ '., I' '. >,_ r, ~,\ --;" . . ~ '.!:""'~.. _ \" " '. ..' I . . --_, ' .. , . . . . - ,- - ',. " F:ONALD N, SNEED, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA v. CIVIL ACTION, LAW HELEN D. SNEED Defendant 98'6266 CIVIL TERM IN DIVORCE , , " PRE-TRIAL STATEMENT OF PLAINTIFF PURSUANT TO RULE 1920.33(8) , , , ,I I: 1. List of Marital Assets: All assets except for the parties' retirement " :j benefits have been divided. ii " " :i , !i A. Wife's marital retirement: As of date of separation $62,728.76, : ~ B. Husband total retirement: $68,802,36. " Ii I, C. The difference is $6,073,60. Ii 'I I: il The Defendant presumes that her pension on the date of separation was only i $21,543.82, Since the remainder had not been vested, However, since the date of separation, the amount of $41,184.94 has become vested. It is not significant as to II when the amount became vested, it is significant as to when the amount was earned. I I I if The $41,000 was earned during the marriage and is, therefore, marital property. If it had not been vested yet, we would have to use the deferred computation method to determine at the time of the retirement, But since it is now vested, it is part of her retirement. To conclude otherwise would lead to the ridiculous assumption that in every divorce involving an active-duty military person there would be no pension because the pension does not come into existence until retirement. This is clearly absurd. Using the figures of the difference between the two payments, which is a total of $6,073,60, I recommend a division of this pension and awarding to the wife ,I I! from the husband's Thrift Savings Plan, the sum of $3,036,80. Respectfully Submitted, I' ,I TURO LAW OFFICES 'I :; c/b1k/ :1 - I' Dil'te ' I! " " , ,~ I ,J " !,.' r , I I i ,v.- Robert J ulderig, Esquire 32 South Bedford Street Carlisle, PA 17013 (717) 245-9688 Attorney for Plaintiff :1 I: i, I! I' i: ii 'I II I, il il I 0 ri '" 00 tu tu Il) >-> (:> (:> '... .- , ~ <C ~ :...:.... 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UJ_ CUMBERLAND COUNTY EMPLOYEES' RETIREMENT FUND EMPLOYEE NAME: DEPARTMENT: FUND: SSN: SNEED, HELEN D GF-322 01 187501270 12130/0 I lIalance 38,190.31 RETNT Contributions RETTX Contributions Buy Back 1,492.45 0.00 0.00 9/10/02 Current Year Interest. 28.79 9/10/02 Prior Year Balance Interest" 1,473.38 9/10/02 Balance $41,184,94 *Intercst on Current Year Contributions is 2.750/0 unless. Entrants after January 1 are prorated at .00750/0 per day in the plan, **Intcrest on Your Prior Year Balance is 5.5% ..............................................-..........e...............................................................__...................................................................................................................... Member Contributions Year-to-Date (Includes RElTX and Buy -Backs j,e, taxed contributions) 00,00 Interest Year-to-Date Pick-up Contributions Year-to-Date (RETNT. Le, tax deferred) 14,942.29 26,242.65 TOTAL ACCUMULATED RETIREMENT $41,184,94 Notes: Distribution of Accumulated Retirement Deductions is anI}' an option upon leaving employment from the County. (No loans can be made to participants on accumulated retirement deductions.) The County contributes to the fund amounts the Actuary determines necessary to maintain reserves. The County contributions arc only eligible to participants upon being eligible for a monthly pension, Refer to the uSummary Plan Description" for additional details about the Retirement System. I/}'ou hal'e all}' questiolls abollt this statement please COlliaet Tina Pool at 717-240~6186 or via e.mail. Created by Controller's Office 09/10/02 III 0-< <l' Ul t.iI t.iI V >- ~ ~ '... -' >- .. %0:: >J <<l ~O::: x .. 1':'... X CV);:: Ul <<l V V U <<l -L4.Je....-' t<. I': >J 11 e '... >J ....."'<:. 0 V'" >-~OL. '... ,0 QJ .. QJ 0 C:OQ..: >< C W Ul>J e '... 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E-< "'-w01w "-0 \D "'>, H H Ul2Ul ... ... tJ I:: I:: Mill lJ)", ill 1::..... Ul Ul H8~ '0 ill ill.... ::J .[<. . ill.o 01.0 [<1 W .o~...'OO " <qI~.w.ri.u Q 0 = E-< .u 'r-! rl U \D ... \D Ul I:: N 20.Ul .... ill '0 0 M 0 ....ill.... ill 0 0 0 0 OOM :;: E - .c '" <J>[<. <J>Eo'OE 2 2 0 t.::~g; N ..... ";Ut? 0 E-<MH !3 rl O:I:~ ..... :-JU 0 en 0 [<. ~ ~ 0 = [;J:;1 ~ ~ ~ Uli52 [<l H H H E-< ::CH~ !-f - .0: I-< 0. = 0. ~ m u 0 Q 0 -I< -I< -I< Christopher (:. Ilollston Atlornq' al 1.iIW 5:l \\'('\1 I'ultlf,rt SUrf'1 CiHlult', Prllll\)Iv;uU;I 1701:1 717.2.tJ.5970 Fill ~lll1dr: 717.~ II.hqiO November 1, 199B Edward W, Harker, Esquire One West High Street Carlisle, PA 17013 REI Sneed Dear Ed: My client has requested that I proceed with the filing of a Divorce Complaint. Enclosed, accordingly, is a certi f ied copy for your records. We are in the process of having a certified copy served upon Helen by certified mail, restricted delivery. Enclosed please find for your information documentation received from Carlisle Syntec providing an estimate of the value of Mr. Sneed's defined benefit plan, as of March 1, 1997, of $10,299.70. The marital value of this defined benefit is subject to a coverture fraction with a numerator of 14.4 years (based on the period from the date of marriage to the date of separation) and a denominator, which will be equal to the total time that Mr. Sneed has participated in the plan. As of this date, that would be 21 years. Furthermore, with respect to Mr. Sneed's savings plan, this reflects a balance as of February 28, 1997, of $85,259.14. This is as per information received from Carlisle Syntec. With regards to the letter that we had received from Helen, which you had forwarded to us, and the information pertaining to her benefits, it is not clear from the information as to what type of retirement fund she has. It would be helpful if we could review the information from the County as to the type of retirement ;; .. ,I - z ,I .~ ... , ,.. .. 1; :~ , '.. 0 .. I::; , .. ,- II ,,, ... ;: Jo~ z .. " j~ z ~ 8 I " r--.j [< > .. 1~ .. .... 0 J t . . ,... "'~I ;: ,= ~ ~.. " ;: .. z ,"- 0 .....::I~; E .. .. z .. ..=> ... ~.~'8 ...;" <: <: z I~~ " c ..:. .. w i i . r-;Ilr.." ~ 0 * *.< " ..Ir._ .. ~ 0 .... ~ , 0 .. u 0 I <: " .... .. ,- ... .. ~ - .. w , ''I ~ <: ... <: .. .. t-.. , 0 > 0 <: ,t'... " .. 0 " '0 ~ "- ~ .. ;: ~ :f t"" ~ 0 z 'll :50 g ':::t.. ~ 0<;' .... I ,"') .-.!. .. o=> .. .. '" ... u ... z_ <: ~ e .... .. I;~ ~ ~ 0 =>.. <: \ ~r\ .; ..... 0 ..t1~ .;,., 90 ..0 .... .. ~~ 0 '"'- ~ ~~"'" .. z ~Icu _ :I: .. ... ~ 0 ..,!;) .. = , ~ ;: ~ ... .. ... 5w .. I u"- " o .. " <: ~ iiio--.. ;: "... uo , ~ '" sO .... .. uo 8' .. ..'" ... -... ... > .. <: 0'" .. :z: 0 .. '" <> ~ ..."' U ::,." r() ~ < .. < <:.. 0 ~ .. z ... , ~ ...l :; <: o!" " ex: "'<': 8 Q" " ..." .. ~ 2'. 0 <0 ... .. ," 2'. " ,,> .. :z: ~ UJ >- ... , 5~ ,.. <: .. ..;; v, ..... " I~ i 2'. 0 c::: < ::i~ .. .." < :! <:=> .. != Q" i Iv........ 0,,<:> ... Oon .. :z: ..13-- ,'" .. 0 < 0 0 ~ .. , .. ... ;:.... ... ell !: I 0 < . - ~ ....:::5 !:.... .. " ~...... ... "' - .? < ~-:;,. "' ;; < ~ ex: ~ < H iii I < "' -,,::1 ~ lol", => < ~ eoo:: Q ... ex: -<;) ~ u .. 0... ~ on ~........ .. ~ .. %=101 ... ;;: :z: ? Q \ .. ot:.. z ex: 0 - ... 0 us:!; Lt.l ... " Q .J U < <: <: Q ... <J> " ~ z U - ..l U Z U ..... ~ .. \1 j 0 .. '" \;. ~ ...l z"::J < 51 CIl 0 !:: :u CIl Q ,- \n ';, .. &l ..- .. t ' . < j :z: on :.,:'" :z: :: z to N "l "" ~ ';; ~ ct .. ~ CIl .. ",0 < ;: < . " 0 0... i:5 0 ~ .. ,Z " <- "' ~ ... ex: 2'. or. Z :; _on 0 5 ~ 0 ~ iii c:w ... " Z " ... .. ~ ll.o on 0 ~ . . >- 0 ..t::: CIl ell < w" 0 ;; ~~ <:> 0 ll.o .. ~ ~fZ z ... - l\I ~ ex: u .. .. c < " ... ~ >- 0... .. Oon .. " ~ .. on 0 ...l u < " ...; z A- D Q" u .,. CIl z: => < Z 0 0 0 ..;: .. 0 ~! ell u .. ~ - u j ... Q" , . en - < ... '0 ex: on ~ 0 ffi 0 .. on :E ""-! ... ,. '"' 0 " <- Z g[] " .... 0... >: 0 U ';; 0 . ;: 0- 0 . . ~ U < oncO Z v. ~: ... ...C':Z < >- Q 0 ...-: ~ ... ...- ... ...l ... ~~D .. on < Q" < .. 0 ,... ... " .. ~ -.. ....~ .,oJ 0 " 0 ... ......... c '-.i >- 0 >- 0 "..> ... ... ... ... ... oc 2'. _... 1Il'~ " ~: ~7. ~ 0'" :'>0 '&>-tz uo .- , ;> c. <u ="'< E 0 ~ U " 0 " .. " ... . "'" .. . 8 .. "- """ .. .. ... c"' . 0() "I; '" " w .. .g ~2 "- .. c .. ~ <:l <:J<,) ~;: <: .. .. ... z . - J\ " 9 <: <: <: <: :<11.5- a-... ~ ""... 0 i:~E<ii .", .. 0 0 " ~ ~~ ~ .. o. ' &- .. w g LI.l ~ <:l ',<> !(~i5 z < UN C .~ .. ~ ~ /() c "' i" ..." .. .. .. "- 0::.., ()-- :! ~ ~;:_o .. .... 0 "- ... .. ... " ~ ." ...% ~ 3 ~ I e <: Q) .... 0< w .. z E '" f::": :........z"1< '" ~ <.. .. Q) ." ... "" - ~o__z on .!:: E 0= - " ~.M . ~ - ::> j:;: ,,- .. % '" 0 .... ... >~~ " OJ .0 CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 401 (K) PENSION ACCOUNT NAME: SNEED, RONALD N. SOCIAL SECURITY NUMBER: 179-44-9966 LOCATION: SYNTEC The following is the status of your account, which is invested in the Hartford Life Insurance Company contract. The amount shown represents employee contributions or amounts rolled over from profit sharing plans that were transferred to the Employee Incentive Savings Plan on June 1, 1988. This amount is in addition to the amount shown on the statements you received quarterly from the Carlisle Employee Incentive Savings Plan, Account Balance as of 1/1/97 $ $ $ 4,885.04 294,57 5,179,61 Interest Earned During 1997 Account Balance as of 12/31/97 If you elected a life insurance option in 1988, the following reflects the cash value and death benefit as of December 31, 1997. Please note that these amounts are in addition to the amount above, Cash Value $ $ NOT APPLICABLE NOT APPLICABLE Death Benefit If you have any questions about this statement, contact your Personnel Representative. ~ FINAL CORE PLAN RETIREMENT BENEFIT CALCULATION Participant's Namo: Social Security Number: SNEED, RONALD 179-44-9966 Core Plan Benefit Calculation (ell la, Monthly Cash Balance Benefit Monthly Accrued Prior Plan Benefit 279,45 , . '344.14---' ("'" (plg) I'" Monthly Core Plan Benefit 344,14 - __ - ___._..0__"..__..__ "--------------" tfI..oflelIO/la) Joint and Survivor Adjustment (oo) Participant (05) Joint Annuitant Age 44 (,7) (124) Sex M ("I (1221 (<<I) % of Continuation o % (.7) Joint and Survivor Reduction Factor 1,0000 (c8)J&S Reduced Monthly Core Plan Benefit 344,14 (c3Jlrme. ((7) Lump Sum Benefit Adjustment (cO) Lump Sum Equivalency Factor 29.9288 (ilG) CvD ~V\U-3\\ \q~ (c3)lm.. (c9) Ob (c10) Lump Sum Core Plan Benefit 10.299,70 Immediate Life Annuity (,11) Immediate Life Annuity Lump Sum Equivalency Factor 167.0736 ((12) Cash Balance Account Immediate Life Benefit 61.65 (c:l0) divided by (c11) Notes: 1. Joint and Survivor Percent of Continuation can be 100%, 75%, 67%, or 50%. 2. If the Monthly Core Plan Benefit equals the Monthly Cash Balance Benefit, then the Lump Sum Core Plan Benefit is equal to the Cash Balance Account (cb1). 3, The Lump Sum Equivalency Factor (c11) used to calculate the Cash Balance Account Immediate Life Benefit will only equal the Lump Sum Equivalency Factor (i16) if the participant is retiring, ACCRUED PRIOR PtANBENEFIT CALCULATION ParticIpant's Name: SNEED, RONALD Social SecurIty Number; 179-44-9966 EligIbility Active pension plan participant os of December 31. 1996 Accrued PensIon Benefit: 0.75% of Final Compensation 1I0t in excess of Social Secunty Covered Compellsation plus 1,5% of Final Com excess of Social Security Covered Compellsaliolllimo:; yoars of Cludilod Service os of December 31. 1996 ( Final Compensation: Average of any five consecutive calendar years (prior to 1997) in which annual pay' was the highest . Pity 1m.., DJ ..o11'HI7) Pay cap 1I150.COOIQr l~J (pt) (02) 1p31 (p41 lP51 1996 1995 19 94 19 93 19 92 (,,"I Total ("I Average Earnings 32,345.15 29.886,50 '...'-30,609.63 ---29,172,32 29.134.68 151.148,28 30,299.66 ,pO, 996 SS Breakpoint S~O'I")IIv_"" I", Below Breakpoint (pG) dIVided ~ 5 - (pIC) Excess 59.916.00 lae) 30,299,66 mn Of "'I ond lpO) 0.00 "7,,... ,pO), but "'" ----IeUthanzero - lot ~'WIttlI.....thM r,.,.. c:onsacut,.,. fuQ c.a1<<1dat y..r. ofalld~td .er.a, '1'''10.,. Odobw 26, 1995 memo lo~lc:uIar. FIN' A~ltaQO Compoenlll.oon Gross Benefit Calculation: 1P1l1 Benefit below ("2) Benefit above 1'131 Subtotal (''') Credited Service as of 12/31/96 (max 35 years) (,15) Accrued Monthly Benefit Minimum Benefit: $180 times years of Credited Service os of December 31. 1996 (max 35 years) Credited Service Minimum (max 35 years) Annual Benefit 18,17 "") x $180 = 3.270,60 ('17) Monthly Accrued Prior Plan Benefit Early Retirement Adjustment: Years Early 20 1(17) Months Early (,lal Early Retirement Reduction Factor I,'GI Minimum Benefit Earnings 30.299.66 0.00 Accrued Annual Benefit 227.25 Accrued Monthly Benefit + 12 18,94 + 12 (..) x 0,0075 = x 0,015 = (pl0) 18,94 ('")'~'IP12) 18.17 laSI 344.14 (p13) liml' (pt,,) Minimum Monthly Benefit + 12 272.55 344.14 mil:( of (pIS) Ind (piS) 9 -- (itS) 1.000 (i19) ("G) Monthly Accrued Prior Plan Benefit Reduced for Early Retirement 344.14 (p17)limll,(p181 Pag9 Thl'99 ~~~""''''~''''''~-''-,''--,~~,~,:,',':',','~,',..,:~,"1,''',',~.~, 'I, ".'.', 'j-' ''!'" . ,~ i;/" y. "~. ...C',_. .-,;;.;.'.:'..','".'. -, :';,' , :'<'}r't,~..\,,,,\ " .' ': . I.' . . '. I , ' I, . {: '. -, ," ,~ c . ~ ~- ~ ----:> r I , I >>' ~, :=1 "C.t: CllCl ~ J: 1>- en'- .Cll 0.5 c:o: Cll -ll'l Cll(l) :r all/) ,J '.' :".1 " ",0 ,.) '" W '-," '" " ., r-, cr. ::J'" ',' 'J ~ O~ ,~ --.:S ci <nO "- , ~ , W w- "\ -'W <n" -:- :"-.! OC!> ::Ja. ~' >-0 o . ('-~.,. w::J IW ) -'~ ...-' <n cr.!!? W ::J-' ;;: ocr. u" ~ wU z 0 o .. ~ '" ~ Q 0 ~ o ::l w ~a: ~O ""%.....0 CI)~a:<Q ~o:::;(I)a: cz~c< c""c:iu.l3: c~~;:~ ~z2:~~ ~S~==~ ~I-X-l.&J ,*,o..uU::-' ~~~c:! uu- 1-:1: ZI-OO::J D~~~ . ,..'" , . ,'. ~./.{~ ~~} 'l'.~. . , '1"; "fJ,: '.:r . ,,1 ~ '\ (.y: , ," . ",; ~;'.1 ,.~~~/ " .... ,J ,'i?$'cl .': ,Y't'{- ..~. '-::.; .' , ...t " '.';<1:,. J ,) " " " ;: I I, 'jo >: . ;,~,.~~.. )"1 , o '( ",.- \- l ~~~,~.( ",~~",,,j , ,/~~~ ',r , RONALD N, SNEED, Plaintiff v, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW HELEN 0, SNEED Defendant 98-6266 CIVIL TERM IN DIVORCE ORDER APPOINTINGMAST~R AND NOW, this Esquire, is appointed distribution of property, (' 7" I ( day oi ./.' ill ~ .2002, E, Robert Elicker, /I, Master with respect to the following claims: divorce and BY THE COURT, ~ P J, '- ,.,'" " ,.... ~',) ~ .~ ) j " -, '~ '- , -- J ': ~ " ...:) i "~J i. I RONALD N, SNEED, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW v, " HELEN D. SNEED Defendant 98-6266 CIVIL TERM IN DIVORCE I I r t MOTI.9lJFOR APPOINTMENT ,OF MASTI:B Plaintiff, RONALD N. SNEED moves the Court to appoint a Master with respect to the following claims: divorce, and distribution of property and in support of the motion. states: 1, Discovery is complete as to the claims for which the appointment of a Master is requested, 2. The Defendant has appeared in the action by her attorney, Michael. 'I Shearer, Esquire. 3, The statutory ground for divorce is 3301 (d), 4, The action is contested with respect to the following claims: distribution of I, Ii I' 'I I " property 5. 6, 7. The action does not involve complex issues of law or fact. The hearing is expected to take 1 day. Additional information, if any, relevant to the Motion: i' " Ii I' Ii II " Ii II [II ~I/LJ/o 2- ,i Date I Ii II I' Ii ii " " 'I Ii II Respectfully Submitted TURO LAW OFFICES , ~ 'I, ~' rf I Robert J ulderig, Esquir 28 South Pitt Street Carlisle, PA 17013 (717) 245-9688 Attorney for Plaintiff .,~ ~ (1'lq'~2J . I: RONAl,l) N. SNEED, PJ,dnti[[ J N '1'111'; COUH'I' OF COMMON PLEAS OF CUt1BEHLAND COUNTY, PENNSYLVANIA V'. ~ , NO. 9R - 6266 CIVIL IIELEN D. SNEED, ()pfpncJ,irlt IN nIl/Opel'; TO: Robert J. Mulderig Attorney [or Plaintiff Michae! A. Scherer Attorney for Defendant DATE: Friday, June 21, 2002 CERTIFICATION ~ I, II I' I , , , ! , i ~ I' I ! I certify that discovery is complete as to the claims for which the Master has been appointed. OR IF DISCOVERY IS NOT COMPLETE: (a) Outline what information is required that is not complete in order to prepare the case for trial and indicate whether there are any outstanding interrogatories or discovery motions. r , j.' t.:, I I, I' .", (b) Provide approximate date when discovery will be complete and indicate what action is being taken to complete discovery. I ",vJr ,,,--,,~ ~ rt-- At,..c#VI "",-I- J,~< '" ry "f #fl-t,. Sn i-<-rl ",J., 'r .; "'0 ........1-; ~/"(,7 ~.:.., , .f v,'11 ,...,..,"rz 7-<> ;>';L ?c>-. ~ .....,;7-;2:..... '12-.. n-<,K f' /~ /~/r. 7./5'.0'"L, DATE ~4~ COUNSEL FOR PLAINTIFF ( ) COUNSEL FOR DEFENDANT ( f{ ) NOTE: PRETRIAL DIRECTIVES WILL NOT BE ISSUED FOR THE FILING OF PRETRIAL STATEMENTS UNTIL COUNSEL HAVE CERTIFIED THAT DISCOVERY IS COMPLETE, OR OTHERWISE AT THE MASTER'S DISCRETION. AFTER RECEIVING THIS DOCUMENT FROM BOTH COUNSEL OR A PARTY TO THE ACTION, IF NOT REPRESENTED BY COUNSEL, INDICATING THAT DISCOVERY IS NOT COMPLETE, THE DIRECTIVE FOR FILING OF PRETRIAL STATEMENTS WILL BE ISSUED AT THE MASTER'S DISCRETION. HOWEVER, IF BOTH COUNSEL, OR A PARTY NOT REPRESENTED, CERTIFY THAT DISCOVERY IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL STATEMENTS WILL BE ISSUED IMMEDIATELY. THE CERTIFICATION DOCUMENT SHOULD BE RETURNED TO THE ~ffiSTER'S OFFICE WITHIN TWO (2) WEEKS OF THE DATE SHOWN ON THE DOCUMENT, RONALD N, SNEED, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW v, HELEN D, SNEED Defendant 98-6266 CIVIL TERM IN DIVORCE PJ~f\.r=_c I P~E.QFLEt:J.TJ~\CQEp.PPr:AR~J:-I_GE: I TO THE PROTHONOTARY OF SAID COURT: Please enter the appearance of Robert J. Mulderig, on behalf of the Plaintiff in i: I ~ II the above-captioned case. I! ,I , i' i' " " " il j, I :i ;1 'I I rtf/I,! I Date Ii ,I " I' II II ,i " :1 I Respectfully Submitted, TURO LAW OFFICES , i; I; " :i IJI '~lrd,[ j r;. .~. :".!-:: I, ~-: ;',,' ',: 1':,1:: ; ;, ~ ; ~ ;. . "".,., . :. . 1\. ~ . n :, ., I., Hi'~ i./<:; i , , . , 1. j I! ~ . 'l'lIi': :,!i\::':;'::': '1', j 1'/ l' f.':. Ll'j, h'.l"J\l~;l ."~, 2003. Thi:-:; t~-: UIC> ddtJ' ~_;'d.t 1~.1 ,I 'll:":'_'IH:I' Idith CI.)\llj:;~>l d!Ll L:h' I'd!': :.~:-; III lIt;. di:'UIJ(' 1:01,)' :f);:'''1 '11 .r;!\',_, fil'JI.""d,ji\J~'. Present i.n the ht~drifl(':.l 100!ll dri~ t.L.~ i'luilltitt, FUf)dld I;. SnpedJ rl nd his C()tlfl~;'-> 1 pnh.-' rl .1. 1-11 J ] ,I.. r i (), ,'dId f-I1': Defendant, Helen D. Sneed, and her coull:.;(d t1ichtlC'1 r... Scherer. This action \'Jc.1.':i ,::un.;r;(~n\:cd by the f i1 ing of a complaint in divorce 011 November '1, 1990, raising grounds for divorce of irretrievable breakdown of tIle marriage. Although counsel have previously filed an affidavit under Section 3301(d) averring a separation in excess of two years, nevertheless I counsel have prepared affidavits of consent and waivers of notice of intention to request entry of divorce decree for the parties' signature. Those affidavits and waivers will be signed today and filed with the Prothonotary's office by the Master's office; therefore I the divorce can conclude under Section 330l(c) of the Domestic Relations Code. The complaint raised the economic claim of 1 (" l 'q'll t ,d >1,. l. '!.. ,L. " ."'1 ".;.j ,.; , . ~ :;.. I '" ~ ; , ~ i l"d -ill i.',.l,ll;.l:':' 1'1, , " , !;.l .. , , , II" " , , " '! " , ", ,.r! ,," :,' , , , , : I ' 111'/ , " I nl;; I 'd ,I:t:"ll,j,"! ""::! 1,( ,J 1 Ull' ': I/, "l !' !\: . ": I):' .'.' , :;:"I":F'.,,' ,1::,1 {Ij:;cu:;siun~: betl,.J('i.!1l ;'CI'.::;: I :.: ~!: ' : < 1:' l!:' I . It ! ": d !. 'I ,! ,',,:,~d ,jl::';Cd;:i:~;l(.,ri , ': I:' r: . ;", 1!' ;" :',i':; '.... II ~ ' 'r : : id '/',~ t){!'::::l l:on[ rant ilFl ":', h.: :.!"I:;',. r,d:; i',,,::. (j!lvi:-;(. j :hdt the partl(!:i h,J,vc rC'dC!I(,:j ,I:; .l'j:,~"m..':;t h r'::;pr~ct: tv llH~ l.:laim of equitablQ di;;~: ibuLlutl ',.;Li,:h ~l'l(:lud(:s the' pension issues. Tho:": agr'-'::i':ment i~) going t.o be placed on the record in ttle {)resence of tl1c parties. The aqreement as placed on the record will be considered the substantive agreement of the parties not subject to any changes or modifications except for correction of typographical errors which may be made during the transcription. The parties, when they leave the hearing room today, will be bound by the terms of the agreement even though they do not subsequently sign the agreement affirming the terms of settlement. The agreement is going to be transcribed and sent to counsel and the parties for review to determine if there are any typographical corrections which need to be made. Those corrections will be made and the parties will be asked to sign the agreement affirming the terms of settlement. 2 ii'"," ,,:, .!, , . .:' . : . ~! , ,1 : , . I., ~" , ~ ' ; :. ':; "'I' .. , , I , , , , , .. I ! , I i ,', :.1','. :'f :,"" . j '1 : ' " .:.., ': ;', ,~ " ' " ".:, !:. I I, ,.., ".,. , I ! "t", ,J 1 ::' : ~ ,. ' ! 1 ! ( 1 J I', j :,:1: " . . I :, '~, ' I !: I" ';,,> trdn~;:::itti:iU th'> !l>" 'ld ',,) ~l..' ; :' :' ;:'.. ;! ~: I 1 .j ::l"i d'~~I."II~'t~ i.1l dj""',)rl-:~:. 1.;:-. .~,.ll';l" I,H.:. :;r.:il:';;;-Yh: j. The part.ic:; h,]'.'c' ",'c:,'--::!'.'" ,~~"., :;' ;~:i'_.' j~:;.'~~~,.,L; f,\,.f'd'-'I~n themselves C:-:CCpl (or divi~--;ll'>l, (-.! :"._:I'~:;~'.'l\t bl::-:,'fit::; CiS set forth be 10\"'. Therefore, LfH..' rd!~ ;,,:--; ::-;!jJll ,:evp dS their separa.te prop.~rty any real c~:';~.(jtf,!, ::~(lt()!' '.'l::htcl',:~), and other personal property ',./hieh is p:-,~~;,.'::~ 1'/ ::; ~,~l(".i.:- :-v::~pectivc possessions. In addition, the pur-tics 11(-1'."_. n:"_"::' :L.;~':' di'Jided all intungible prope.rty includinq b'-l::k ,j!>:',_;Ullt::5 and investment tlccounts and each party sh<:11.l b.;: tLr,;,' ~;()lc' owner ot: any such accounts in their respecti'Jc n~j"K:S. 2. With respect to retirernent be~0iits, the parties agree that as of the date of separation, ["ebruary 28, 19971 husband's total retirement benefits were $95,558.00, and the marital portion of his retirement benefits were $68,802.00. Wife's total retirement benefits as of the date of separation were $62,728.00, and all of wife's retirement benefits were marital. Husband shall transfer to wife through a QDRO the sum of $5,000.00 from his 401(k) plan with Carlisle Syntec within thirty (30) days. Wife's counsel shall prepare the QDRO. Each party shall waive any further claim to the other party's retirement benefits and each party shall become the separate owner of their respective retirement benefits, Further, each party shall sign any documents necessary to formally waive or release their interest in the other party's retirement benefits if necessary, Wife will establish a 401(k) account, notify husband as to the account number and where the account is held so that husband can rollover the funds from his 401(k) into wife's 3 d( "1)11:1' : ,j:-: I' J:' l' l:',"'j'.I':""':, " '(,' . ~ r 1 " ,;, :.'> 1:1';.' 3. E:.;.".i ,t ,I:; L" r ,'i I: "~ fl": ',',' J :;,. !) r di:;Pii::" "t :i.., :.f'l pr:)!;+'r~':, :r: 11(' r I,jl'/ '(;,1 1 ';, ',' :'1":, "j'" :' d : '/ :::dY J:: '/ '(,' J '/ I:, l ", l' '~l i ,01 r 1 'I 1 r,: I,. : ' l : , ' : ," ',r ~; II (: Ill,'',' rl' '..: !; I';" lUllI!" 1,1'..:.' .' ,I::,j 1;,1 :11;1';;,':::":: ,J:,'/ ! i,"!",I:l,' 'I 1':: !" 1 J " , , " , !" 'I '" '/ l}f " 'J : , " , ':1 ,,' ; ~ , 'I , " .., , , J 'illt to J I;r, i,,! '!,' "!i'll" J!; '! "", '" :;1: l:,,j; ., I',:: I, t 1:" !' ,I'" ~ : ;,. ,,': I" r l.' d f'" ti'!d1; :,:.Ll!' ::1 '1';,1111/J ",..itLiJll~ d 11 U'..:,lll'." " '..; i, 1(."":';; d II (J'....dll '-".', :1;:' Ii: !:., ] il:::l,J': : qrd 'J: ':1, ;:,'" LJ.~:v d'111 :.:;' I t.'_' ;... i 11 01 ~. ii': ,~,; Ii': t, ,lL'1 f' ::. j .'~ '.IS dU:llini;:t.:,OitCi! c.>: (>;':C'(~UlC, i:l t.il'.~ {;!~ljl:I':: I'~;'d.". r:a'L '....ill Clt thp !'''r:'~:';-~: t.r:.' ot h._'r '::':I."-'Ut'_.., 'If'~::l'''..:l,'l'l'', 'l::'J rl._']:''',_,: Ill'.,.' l::d '1L1 ::I::.,LrUrr~('[lt.,'; '..:lll('r: ::'1'/ i:I,- 1,":'1':':"I~/ ur ddvi:;,dll.: '"U C:d!!.'j intu c,ff.!~..::t. tlii:; :I,IJ: ',d; ..,,11';':1 ,jrj;j reLi:,q!:i:;lw:,~nt 01 aLl SLl(:h in:~,~'rl:.'st, r~:j:jt:.:, dli'j '-:~(-.l~:LS. [.1r.:.. t,~U LDEl\ I C;: r'1r. 3ner]cJ, '1U'l' 'I'-' ~:(:a.rd the agreement the1l Has dictated here today'? 141'., SNEED: Yes. 141'., t1ULDERIG: Do you understand ttlat agreement? MI'.. SNEED: Yes. MR. MULDERIG: Do you agree with that agreement? MR. SNEED: Yes. MR. MULDERIG: Is this decision on your part knowingly, intelligently, and voluntarily made? MR. SNEED: Absolutely. 141'.. SCHERER: Helen, you've been here this morning while I dictated the agreement in this case; is that right? MS. SNEED: Yes. 4 r,,"' (i//;"I'I 0'/1/11/'\,11111/1'.\ .\'111/ RIR /'11,-\(,\'11/1(11'\'10',1 ('jJI/f\/", f','/lI/qfl,/lII.,l"'U/i !lohl'rtl, O'/lr/I'J/ Om'llI A_ /larlt' ,\l1dIllI.'IASdl,'rl'l' ( -'I ~J ~'./I)."'" ",J 1./\ f ..,.., .'-/1).5 "55 1,,/1/111111/1,'1..,.,"110"1/,111'111111 October 2. 2002 E, Robert Elicker, II. Esquire Divorce Master 9 North Hanover Street Carlisle, Pennsylvania 17013 Robert J, Mulderig, Esquire Turo Law Office 28 South Pitt Street Carlisle, Pennsylvania 17013 RE: Sneed v, Sneed No. 98-6266 Civil In Divorce Dear Messrs Elicker and Mulderig: I suspected when I reviewed the retirement information in this case that an expert may be necessary to provide an accurate assessment of the values of the retirement benefits in this case. I will consult with Helen Sneed regarding whether or not she is willing to share in the expense of the retention of an expert. I had been anticipating that I would receive complete retirement information from Mr. Sneed when he filed his pretrial statement. I took this case over from Ed Harker, Esquire and I had only sketchy information in my files regarding Mr. Sneed's retirement benefits, I attached that to my pretrial statement, but I was anticipating receiving a complete description of the nature of Mr. Sneed's retirement benefits with values as of the present date, I will contact my client to see whether or not she wants to spend the money on an expert, but in the meantime, I need accurate retirement information from Mr. Sneed in order to go forward, Very truly yours, O'BRIEN, BARIC & SCHERER ;Jf/Jf4~ Michael A, Scherer MAS/jl cc: Helen Sneed File mas.d i,/domestic/s need/elic ke, .It, relll'i}//it'c',\ O'llRf/:'.\', IURIC'.~ ,\'('/""Rf:'R 1 ~ 11'('\1.\"011/11,\'11'1'1'1 i ollfl/\Il'. /'t'IIII\I"It'/ll1l11 /-01 J /(o/lt'rll.. (J'/Jrit'lI f)tI\'id A, /lark Midwd A. Seltcrt'/' ('/~) !~~.(,8~J r,l.\' ('I:) N~.5c55 1'/IIlId 1I/\.dll'"I'''II''''~IIIII'(,II''' May 21, 2003 E. Robert Elicker, II, Esquire Divorce Master 9 North Hanover Street Carlisle, Pennsylvania 17013 RE: Ronald N, Sneed v, Helen D, Sneed No, 98-6266 Civil Term In Divorce Dear Mr. Elicker: I have forwarded Mr. Mulderig's May 9, 2003 letter to my client along with the pension information he provided, My client will inform me in the coming days as to whether or not she wants to hire a pension appraiser or whether she will attempt to negotiate with Mr. Sneed to resolve this case. I will contact you after I have heard from my client. Very truly yours, O'BRIEN, BARIC & SCHERER (f'/J.tlwl tl, ~ Ie;. Michael A Scherer MAS/jl cc: Helen Sneed Robert Mulderig, Esq. File mas.d ir/domestic/sneed/elicker3.ltr