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IN THE COURT OF COMMON PLEAS
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CIVIL ACTION - LAW
IN DIVORCE
N 01- 1925 \tI'olV
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DECREE IN
D I V 0 R C Eot4':uDp.tf\ .
AND NOW, ........ .~. ~.~.. ,/tiJ>...., it is ordered and
decreed that.. . . . .. .. . . ~~.NP. ~.L.q?~. .. .. . .. . . . . . . . . . . . . . . . ", plaintiff,
and. . . . . .. . . . . . . .. . . . . . . .. . . ..RI CHARO. C.L.QSE. . . .. .. .. . . . . ", defendant,
are divorced from the bonds of matrimony. The marital settlement agreement
dated April 19, 2005, is incorporated but not merged into this decree.
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;
......................... .NON.E............................................,
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MARITAL SETTLEMENT AGREEMENT
THIS AGREEMENT, made this ~day of M ,2005,
by and between JANET CLOSE of LEMOYNE , CUMBERLAND COUNTY,
Pennsylvania (hereinafter referred to as "WIFE") and RICHARD CLOSE of
HUMMELSTOWN, DAUPHIN COUNTY, Pennsylvania (hereinafter referred to
as "HUSBAND"):
WITNESSETH:
WHEREAS, the parties were married on June 1, 1974; and
WHEREAS, one children was born of this marriage who is a minor
child; and,
WHEREAS, diverse, unhappy diHerences, disputes and diHiculties have
arisen between the parties and it is the intention of WIFE and HUSBAND to
live separate and apart, and the parties hereto are desirous of settling fully
and finally their respective financial and property rights and obligations as
between each other, including, without limitation by specification: the
settling of all matters between them relating to the ownership and equitable
distribution of real and personal property; settling of all matters between
them relating to the past, present and future support, alimony and/or
maintenance of WIFE by HUSBAND or of HUSBAND by WIFE; and in general,
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the settling of any and all claims and possible claims by one against the
other or against their respective states,
NOW, THEREFORE, in consideration of the premises and of the mutual
promises, covenants and undertakings hereinafter set forth and for other
good and valuable consideration, receipt of which is hereby acknowledged
by eClch of the parties hereto, HUSBAND and WIFE, each intending to be
legally bound hereby covenant and agree as follows:
1,
SEPARATION:
HUSBAND and WIFE shall at all times hereafter
have the right to live separate and apart from each other and to reside
from time to time at such place or places as they shall respectively deem fit,
free from any control, restraint or interference whatsoever by the other.
Neither party shall molest the other or endeavor to compel the other to
cohabit or dwell with him or her by any legal or other proceedings. The
foregoing provisions shall not be taken to be an admission on the part of
either HUSBAND or WIFE of the lawfulness or unlawfulness of the causes
leading to their living apart.
2. INTERFERENCE: Each party shall be free from interference,
authority, and contact by the other, as fully as if he or she were single and
unmarried, except as may be necessary to carry out the provisions of this
Agreement. Neither party shall molest the other or attempt to endeavor to
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molest the other, nor compel the other to cohabit with the other, nor in any
way harass or malign the other, nor in any way interfere with the peaceful
existence, separate and apart from the other.
3, AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS: This
Agreement shall not be considered to aHect or bar the right of HUSBAND or
WIFE to a divorce on lawful grounds as such grounds now exist or shall
hereafter exist or to such defense as may be available to either party. This
Agreement is not intended to condone and shall not be deemed to be a
condonation on the part of either party hereto of any act or acts on the part
of the other party which have occasioned the disputes or unhappy
diHerences which have occurred prior to or which may occur subsequent to
the date hereof.
4. SUBSE,QUENT DIVORCE: The parties hereby acknowledge
that WIFE has filed a Complaint in Divorce in CUMBERLAND COUNTY
claiming that the marriage is irretrievably broken under Section 3301 (c) (No
Fault - Consent) and 3301 (d) of the Pennsylvania Divorce Code, Both parties
hereby express their agreement that the marriage is irretrievably broken
and express their intent to execute any and all AHidavits, Waivers or other
documents necessary for the parties to obtain an absolute divorce pursuant
to Section 3301 (c) of the Divorce Code at the same time as they execute this
Agreement. The parties hereby waive all rights to request court ordered
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counseling under the Divorce Code, It is further specifically understood and
agreed by the parties that the provisions of this Agreement as to equitable
distribution of property of the parties are accepted by each party as a final
settlement for all purposes whatsoever as contemplated by the Pennsylvania
Divorce Code,
Should a decree, judgment or order of divorce be obtained by either of
the parties in this or any other state, country or jurisdiction, ecuch of the
parties hereby consel'!ts and agrees that this Agreement and all of its
covenants shall not be affected in any way by such separation or divorce;
and that nothing in aily such decree, judgment, order or further modification
or revision thereof shall alter, amend or vary any term of this Agreement,
whether or not either or both of the parties shall remarry. It is the specific
intent of the parties to permit this Agreement to survive any judgment and
to be forever binding and conclusive upon the parties,
5. INCORPORATION IN DIVORCE DECREE: It is further agreed,
covenanted and stipulated that this Agreement, or the essential parts
hereof, shall be incorporated in any decree hereinafter entered by any court
of competent jurisdiction in any divorce proceedings that have been or may
be instituted by the parties for the purpose of enforcing the contractual
obligations of the parties. This Agreement shall not be merged in any such
decree but shall in all respects survive the same and be forever binding and
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conclusive upon the parties.
6. EFFECTIVE DATE: The effective date of this Agreement shall be
the "date of execution" or "execution date," defined as the date upon which
is it executed by the parties if they have each executed this Agreement at the
same date. Otherwise, the "date of execution" or "execution date" of this
Agreement shall be defined as the date of execution by the party last
executing this Agreement.
7. DISTRIBUTION DATE: The transfer of property, funds and/or
documents provided for herein, shall take place on the "distribution date",
unless specified otherwise.
8.
MUTUAL RELEASE:
HUSBAND and WIFE each do hereby
mutually remise, release, quit-claim and forever discharge the other and the
estate of each other, for all time to come, and for all purposes whatsoever,
of and from any and all rights, 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 situated, which he or she now has or at any time hereafter may
have against the other, the estate of such other or any part thereof, whether
arising out of any former acts, contracts, engagements or liabilities of such
other or by way of dower or courtesy, or claims in the nature of dower or
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courtesy or widow's or widower's rights, family exemption or similar
allowance, or under the interstate laws, or the right to take against the
spouse's will, or the right to treat a lifetime conveyance by the other as a
testamentary gift, or all other rights of a surviving spouse to participate in a
deceased spouse's estate, whether arising underthe laws of (a)
Pennsylvania, (b) any State, Commonwealth or territory of the United
States, or (c) any country or any rights which either party may have or at
any time hereafter shall have for past, present or future support or
maintenance, alimony, alimony pendente lite, counsel fees, division of
property, costs or expenses, whether arising as a result of the marital
relationship or otherwise, except, all rights and agreements and obligations
of whatsoever nature arising or which may arise under this Agreement or for
the breach of any provisions thereof,
It is the intention of HUSBAND and WIFE to give each other by the
execution of this Agreement a full, complete and general release with
respect to any and all property of any kind or nature, real, personal or
mixed, which the other party now owns or may hereafter acquire, except and
only except all rights and agreements and obligations of whatsoever nature
arising or which may arise under this Agreement or for the breach of any
provision thereof. It is further agreed that this Agreement shall be and
constitute a full and final resolution of any and all claims which each of the
parties may have against the other for equitable division of property,
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alimony, counsel fees and expenses, alimony pendente lite or any other
claims pursuant to the Pennsylvania Divorce Code or the divorce laws of any
other jurisdiction.
9. ADVICE OF COUNSEL AND FULL DISCLOSURE: The provisions of
this Agreement and its legal effect have been fully explained to
the parties by their respective counsel; RICHARD C. RUPP,
Esquire, for HUSBAND and Emily L. Hoffman, Esquire for WIFE.
HUSBAND and WIFE acknowledge that this Agreement is not the
result of any duress or undue influence and that it is not the
result of any collusion or improper or illegal agreement or
agreements,
10. WARRANTY AS TO EXISTING OBLIGATIONS:
Husband and
wife affirm and represent that they have not heretofore incurred or
contracted for any debt or liability or obligation for which the estate of the
other party may be responsible or liable except as may be provided for in
this Agreement. Each party agrees to indemnify and hold the other party
harmless for and against any and all such debts, liabilities or obligations of
every kind which may have heretofore been incurred by them, including
those for necessities, except for the obligations arising out of this
Agreement.
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WARRANTY AS TO FUTURE OBLIGATIONS:
HUSBAND and
WIFE covenant, warrant, represent and agree that with the exception of
obligations set forth in this Agreement, neither of them shall hereafter incur
any liability whatsoever for which the estate of the other may be liable.
Each party shall indemnify and hold harmless the other party for and
against any and all debts, charges and liabilities incurred by the other after
the execution date of this Agreement, except as may be otherwise specifically
provided for by the terms of this Agreement.
12. DEBT OF THE PARTIES: HUSBAND hereby indemnifies WIFE
against, and agrees to assume the sole liability and responsibility for all
debts, obligations or liabilities of any nature whatsoever heretofore or
hereafter incurred by HUSBAND for the benefit of himself including, without
limitation, the following debts:
A, MBNA America, Acct. #426429838845509;
B. CitiBank, Acct. #5424-1801-2402-5492
C. Sears CBUSA, Acct. #4801-5194-3945;
D, WF Finance (Wells Fargo);
E, HDMBGAlCDTCR, Acct. #603 532 010553;
F. Lowes MBGA, Acct. #C822223;
G, First Union Visa Account
WIFE hereby indemnifies HUSBAND against and agrees to assume the
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sole liability and responsibility for all debts, obligations or liabilities of any
nature whatsoever heretofore or hereafter incurred by WIFE for the benefit
of herself.
HUSBAND shall not and will not hereafter incur or cause to be incurred
for the. benefit of himself except as provided for herein, any debts,
obligations or liabilities for any nature whatsoever, whether for necessaries
or otherwise, upon the credit of WIFE,
WIFE shall not and will not hereafter incur or cause to be incurred for
the benefit of herself, except as provided for herein, any debts, obligations
or Iiabiliti.es for any nature whatsoever, whether for necessaries or
otherwise, upon the credit of HUSBAND.
13, PERSONAL PROPERTY: The parties have divided between
them, to their mutual satisfaction, the personal effects, household furniture
and furnishings, and all other articles of tangible personal property which
have heretofore been used by them in common, and neither party will make
any claim to any such items said division of such items which are now in the
possession or under the control of the other. Should it become necessary,
the parties each agree to sign any titles or documents necessary to give
effect to this paragraph upon request.
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By these presents, each of the parties hereby specifically waives,
releases, renounces and forever abandons whatever claims he or she may
have with respect to any tangible personal property which is listed as
belonging to the respective parties, and which shall become the sole and
separate property of the other from the date of execution hereof.
14. DIVISION OF REAL PROPERTY: HUSBAND and WifE have sold
the real property located at 10 Oak Hill Drive, Etters, Pennsylvania which
was deeded in the names of HUSBAND and WIFE. Previous tot his
~greement, the parties divided the net proceeds from the said sale, as
follows: payment of 25% of the net proceeds from the sale of the home to
WIFE and payment of 75% of the net proceeds from the sale of the home to
HUSBAND, The parties waive all rights and interest in the proceeds retained
by the other party.
15. BANK ACCOUNTS: HUSBAND and WIFE acknowledge that
they have amicably distributed any joint bank accounts or certificates of
deposit and that they now each possess certain bank accounts and the like
in their respective names. They hereby agree that each shall become sole
owner of their respective accounts and they each hereby waive any interest
in, or claim to, any funds held by the other in such accounts.
16. RETIREMENT BENEFITS: The parties will equally divide the marital
portion of their respective pensions, profit sharing, savings,
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401{k) plans, saving and thrift plans, annuities and/or
retirement benefits. More specifically, the parties will divide the
benefits as follows:
A. HARSCO Pension. HUSBAND has a pension with HARSCO.
HUSBAN:D will transfer to WIFE fifty percent of the marital portion of his
HARSCO.pension plus all earnings on those funds from the date of
seperation, 8/1/00, to the date of the transfer to WIFE. The transfer will be
effectuated by a QDRO which WIFE will be responsible to prepare,
HUSBAND will sign all documents required to effectuate this transfer
immediately upon WIFE's request, HUSBAND will provide to WIFE all
information necessary to complete this transfer immediately upon her
request, The marital portion will be determined using the date of marriage,
June 1, 1974, and the date of separation, August 1,2000. All income taxes
owed on all sum or sums transferred to WIFE are the sole responsibility of
WIFE, In the event that HUSBAND is taxed for any reason on all sum or
sums transferred to wife and/or, through no fault of his own, on the portion
transferred to WIFE, WIFE shall indemnify and reimburse HUSBAND in the
amount of the tax due.
B. HARSCO Savings Plan. The value of Richard J. Close's Savings Plan
was approximately $160,754,08 as of September 30, 2004. HUSBAND will
transfer to WIFE fifty percent of the marital portion of his HARSCO Savings
Plan plus fifty percent of all earnings on those marital funds going to Wife
from the date of separation to the date of the transfer to WIFE. The transfer
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will be effectuated by a QDRO which WIFE will be responsible to prepare,
HUSBAND will sign all documents required to effectuate this transfer
immediately upon WIFE's request. HUSBAND will provide to WIFE all
information necessary to complete this transfer immediately upon her
request, The marital portion will be determined using the date of marriage,
June 1,1974, and the date of separation, August 1, 2000. The parties intend
that this distribution of Wife's marital portion of Husband's Harsco savings
plan shall not cause Husband any tax consequences. There shall be a
provision in the QDRO to this effect. Wife shall rollover the these funds,
representing her marital portion of Husband's Harsco savings plan -
calculated as stated above - into her own retirement account and therefore
does not anticipate any tax ramifications, On any sum or sums transferred
to Wife, if any taxes are owed on the transfer, through no fault of
HUSBAND, WIFE shall be responsible for said taxes, In the event that
HUSBAND is taxed, through no fault of his own, on the portion transferred to
WIFE, WIFE shall indemnify and reimburse HUSBAND in the amount of the
tax due,
C. In the event that Wife has any retirement whatsoever from her
employment at Kraft Foods, Husband is entitled to fifty percent of the entire
value of the funds. WIFE will immediately obtain the paperwork necessary
to roll over fifty percent of the funds to HUSBAND. HUSBAND is entitled to a
fifty percent (50%) share of any and all Kraft Foods retirement accounts.
WIFE will sign all required documents immediately upon HUSBAND's
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request, HUSBAND is responsible to prepare'a QDRO if necessary and shall
pay all taxes due on the transfer, if any.
17. INSURANCE: WIFE will receive a fifty percent (50%) share of the
mutual portion (the amount which accrued from the date of marriage to the
date of separation) of any and all cash values from insurance policies
owned by Husband which insure Husband's life and which have a a cash
value plus all interest accrued on the marital portion since the date of
separation, HUSBAND will provide WIFE with information and release her
share of said cash values, or shall pay WIFE her share of said values directly
within forty five days of signing the marital settlement agreement.
18. MOTOR VEHICLES: With respeclto the motor vehicles owned by
one or both of the parties; the parties have already divided all motor
vehicles to their mutual satisfaction.
19. MISCELLANEOUS ASSETS: All other assets not specifically
enumerated herein shall remain the sole and exclusive property of the party
currently in possession of same,
20. AFTER-ACQUIRED PROPERTY: Each of the parties shall hereafter
own and enjoy, independently of any claim or right of the other, all items of
property, be they real, personal or mixed, tangible or intangible, which are
hereafter acquired by him or her, with full power in him or her to dispose of
the same as fully and effectively, in all respects and for all purposes as
though he or she we unmarried.
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21. COUNSEL FEES: Neither party shall pay the other party any sum as
payment toward each party's counsel fees incurred in the preparation of this
Agreement or in this overall Divorce matter or in the pursuit of a final
Decree in Divorce,
22. APPLICABILITY OF TAX LAW TO PROPERTY TRANSFERS: The parties
hereby agree and express their intent that any transfer of property pursuant
to this Agreement shall be within the scope and applicability of the Deficit
Reduction Act of 1984 (hereinafter the "Act"), specifically, the provisions of
said Act pertaining to the transfers of property between spouses and former
spouses. The parties agree to sign and cause to be filed any elections or
other documents required by the Internal Revenue Service to render the Act
applicable to the transfers set forth in this Agreement without recognition of
gain on such transfer and sobject to the carry-over basis provisions of the
said Act.
23. WAIVER OF MARITAL CLAIMS: Except as otherwise provided herein,
HUSBAND and WIFE recognize and acknowledge that the foregoing
provisions for their individual benefit are satisfactory with regard to support
and maintenance, past, present, and future, The parties release and
discharge the other absolutely and forever for the rest of their lives from all
claims and demands, past, present or future, for alimony pendente lite or for
any provisions for support or maintenance. The parties further acknowledge
that in consideration of the transfers made herein each completely waives
and relinquishes any and all claims and/or demands they may now have or
hereafter have against the other for alimony, alimony pendente lite, spousal
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support, counsel fees and court cost.
24. EFFECT OF DIVORCE DECREE: The parties agree that, except as
otherwise specifically provided herein, the Agreement shall continue in full
force and effect after such time as a final Decree in Divorce may be entered
with respect to the parties,
25. BREACH: If either party fails to abide by this Agreement within
thirty days of notice of breach or failure to abide, the other party shall have
the right, at his or her election to sue for damages for such breach or failure
to abide or seek such other remedies or relief as may be available to him or
her, and the party breaching or failing to abide this contract shall be
responsible legal fees and cost incurred by the other in enforcing their rights
under this Agreement.
26. WAIVER OF CLAIMS TO MAINTENANCE: Except as herein
otherwise provided, each party may dispose of his or her property in
anyway, and each party hereby waives and relinquishes any alld all rights
he or she shall now have or hereafter acquire, under present and future
laws of any jurisdiction, to share in the property or the estate of the other as
a result of the marital relationship, including without limitation, dower,
curtesy, statutory allowance, widow's allowance, right to take ill intestacy,
right to take against the Will of the other, and the right to act as
administrator or executor of the other's estate, and each will, at the request
of the other, execute, acknowledge and deliver any and all instruments
which may be necessary or advisable to carry into effect this mutual waiver
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and relinquishment of all such interest, rights and claims.
27. WAIVER OF CLAIMS: Except as herein otherwise provided,
each party may dispose of his or her property in any way, and each party
hereby waives and relinquishes any and all rights he or she shall now have
or hereafter acquire, under the present and future laws of any jurisdiction,
to share in the property or the estate of the other as a result of the marital
relationship, including without limitation, dower, curtesy, statutory
allowance, widow's allowance, widower's allowance, right to take in
intestacy, right to take against the Will of the other, and the right to act as
administrator or executor of the other's estate. Each party will, at the
request of the other, execute, acknowledge and deliver any and all
instruments which may be necessary or advisable to carry into effect this
mutual waiver and relinquishment of all such interest, rights alld claims.
28. ENTIRE AGREEMENT: This Agreement contains the entire
understanding of the parties and there are no representations, warranties,
covenants or undertakings other than those expressly set forth herein,
29. FINANCIAL DISCLOSURE: The parties confirm that they have
relied on the completeness and substantial accuracy of the financial
disclosure of the other as an inducement to the execution of thus Agreement.
The parties acknowledge that there has been no formal discovery conducted
in their pending divorce action and that neither party has filed an Inventory
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and Appraisement as required by Section 3505(b) of the Pennsylvania
Divorce Code. Notwithstanding the foregoing, the rights of either party to
pursue a claim for equitable distribution, pursuant to the Pennsylvania
Divorce Code, of any interest owned by the other party in an asset of any
nature at any time prior to the date of execution of this Agreement that was
not disclosed to the other party or his or her counsel prior to the date of the
within Agreement is expressly reserved, In tile event that either party, at
any time hereafter, discovers such an undisclosed asset, that party shall
have the right to petition the Court of Common Pleas of Cumberland County
to make equitable distribution of said asset.
The non-disclosing party shall be responsible for payment of counsel
fees, costs or expenses incurred by the other party in seeking equitable
distribution of said asset.
Notwithstanding the foregoing, the Agreement shall in all other
respects remain in full force and effect.
30, AGREEMENT BINDING ON HEIRS: This Agreement shall be
binding and shall inure to the benefit of the parties hereto and their
respective heirs, executors, administrators, successors and assigns.
31. ADDITIONAL INSTRUMENTS: Each of the parties shall, from
time to time, at the request of the other, execute, acknowledge and deliver
17
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to the other any and all further instruments that may be reasonably
required to give full force and effect to the provisions of this Agreement.
32, VOID CLAUSES: If any term, condition, clause or provision of
this Agreement shall be determined or declared to be void or invalid in law,
or otherwise, then only that term, condition, clause or provision shall be
stricken from this Agreement and in all other respects this Agreement shall
be valid and continue in full force, effect and operation.
33. INDEPENDENT SEPARATE COVENANTS: It is specifically
understood and agreed by and between the parties hereto that each
paragraph hereof shall be deemed to be a separate and independent
Agreement.
34, MODIFICATION AND WAIVER: A modification or waiver of
any of the provisions of this Agreement shall be effective only if made in
writing and executed with the same formality as this Agreement. The failure
of either party to insist upon strict performance of any of the provisions of
this Agreement shall not be construed as a waiver of any subsequent
defaults of the same or similar nature.
18
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35. DESCRIPTIVE HEADINGS: The descriptive headings used
herein are for convenience only. They shall have no affect whatsoever in
determining the rights or obligations of the parties,
36. APPLICABLE LAW: This Agreement shall be construed under
tHews of the Commonwealth of Pennsylvania and more specifically under the
Divorce Code of 1980 and any amendments thereto.
IN WITNESS WHEREOF, the parties hereto have set their hands and
seals the date and year first above written,
(SEAL)
HUSBAND
~~
,
WITNESS
~~
. ANET CLOSE,
WIFE
(SEAL)
19
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Emily Long Hoffman, Esquire
Attorney LD. #66307
105 N, Front Street
P,O, Box 11475
Harrisburg, PA 17108,1475
(717)233,1112
Attorney for Plaintiff
JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
NO. 01 - 1925
CIVIL ACTION - LAW
IN DIVORCE
v.
RICHARD CLOSE,
Defendant
PRAECIPE TO TRANSMIT RECORD
TO THE PROTHONOTARY:
Transmit the record, together with the following information, to the Court for entry of a
divorce decree: .
Code.
L Ground for divorce: Irretrievable breakdown under Section 330I(c) of the Divorce
2. Date and manner of service of the Complaint: Reinstated Complaint served by
Process Server hand delivered to Richard Close on October 18, 2003,
3, Date of execution of the Affidavit of Consent required by Section 3301 (c) of the
Divorce Code:. by Plaintiff, on 12/10/2004, by Defendant, on 6/8/2005.
4. Related claims pending: All issues were resolved with the Master.
5. Date of filing of the Plaintiff's Waiver of Notice is 12/14/2004. Date of
filing ofthe Defendant's Waiver of Notice is 6/21/2005,
Date: November 1, 2005
~~
Emily Long Hoffman, Esquire
Sup. Ct. ID # 66307
105 North Front Street
Harrisburg, P A 17108
(717)233-1112
Attorney for Plaintiff
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
v.
NO. 6/- ICj.Lj (]~
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in Court. If you wish to defend against the claims set forth in the
following pages, you must take prompt action, You are warned that if you fail to do so, the
case may proceed without you and a Decree of Divorce or annulment may be entered against
you by the Court. A judgment may also be entered against you for any other claim or relief
requested in these papers by the Plaintiff. You may lose money or property or other rights
important to you.
>
When the ground for 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, 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
2 Liberty Avenue
Carlisle, Pennsylvania 17013
(717) 240-6200
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Le han demandado a usted en la corte. Si usted quiere defenderse de estas demandas
expuestas en las paginas siquientes, usted tiene veinte (20) dias de plazo al partir de lag fecha
de la demanda y la notificacion. U sted debe presentar una apariencia escrita 0 en persona 0
por abagado y archival en la corte en forma excrita sus defensas 0 sus objecciones alas
demandas en contra de su persona. Sea avisado que si ustted no se defiende, la corte tomara
medidas y puede entrar una orden contra usted sin previo aviso 0 notificacion y por cualquier
queja 0 alivio que es pedido en la peticion de demanda. Usted puede perder dinero 0 sus
propiedades 0 otros derechos importantes para usted.
LLEVE ESTA DEMANDA A UN ABAGADO INMEDIATAMENTE. SI NO IlENE
ABAGADO 0 SI NO IlENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO,
VA Y A EN PERSONA 0 LLAME POR TELEFONO A LA OFICINA CUY A DIRECCION
SE ENCURENTRA ESCRIT A ABAJO PARA A VERIGUAR DONDE SE PUEDE
CONSEGUIR ASISTENCIA LEGAL.
Cumberland County Bar Association
2 Liberty Avenue
Carlisle, Pennsylvania 17013
(717) 240-6200
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JANET CLOSE,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
NO. C>f- /9d.5" ~ -r~
CIVIL ACTION - LAW
IN DIVORCE
RICHARD CLOSE,
Defendant
COMPLAINT UNDER SECTION 330Hc) or 330Hd)
OF THE DIVORCE CODE
1. Plaintiff is Janet Close, who has resided at 541 Herman Drive,
Lemoyne, Cumberland County, since August 2000.
2, Defendant is Richard Close, who has resided at 10 Oak Hill Drive, Etters,
York County, since 1997.
3. Plaintiff and Defendant have been bona fide residents in the Commonwealth for
at least six (6) months immediately previous to the filing of this Complaint.
4. The Plaintiff and Defendant were married on June I, 1974,
5. There have been no prior actions of divorce or for annulment between the
parties.
6. Neither of the parties in this action is presently a member of the Armed Forces.
7. The Plaintiff and Defendant are both citizens of the United States.
8. Plaintiff has been advised of the availability of marriage counseling and that she
may have the right to request the Court to require the parties to participate in
such counseling, Being so advised, Plaintiff does not request that the Court
require the parties to participate in counseling prior to a divorce decree being
handed down by the Court.
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9. There is one minor child born of the marriage to wit AdeleMaye Close, age 9
years.
10. The Plaintiff avers that the marriage is irretrievably broken.
WHEREFORE, Plaintiff requests this Honorable Court enter a decree of divorce.
By:
Date:
Respectfully submitted,
R~ w ~-Y-'
RICHARD W. LONG, ESQUIRE
Sup. Ct. I.D. #79152
105 North Front Street
P.O. Box 11475
Harrisburg, Pa. 17108-1475
(717)233-1112
EMILY LONG HOFFMAN, ESQUIRE
Sup. Ct. I.D. # 66307
105 North Front Street
P.O. Box 11475
Harrisburg, PA 17108-1475
(717)233-1112
.
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AFFIDAVIT
Janet Close, being duly sworn according to law, deposes and says that the facts contained
in the foregoing Complaint in Divorce are true and correct to the best of her knowledge,
information and belief
~~
Janet Close
Date:
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Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
v.
NO. 01 - 1925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
AFFIDAVIT OF CONSENT
1.
A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed
, "
on September 19, 2003.
2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety (90)
days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of
intention to request entry of the decree.
i
I verify that the statements made in this affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to
unsworn falsification to authorities.
Date: /j/;rJ/OS-
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cial Security # /75" 1(0 4>>/
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Plaintiff
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
...
NO. 0 {./ ("tJ..f,
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
"
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed
on September 19, 2003,
2. The marriage of Plaintiff and Defendant is irretrievably broken,and ninety (90)
days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of
intention to request entry ofthe decree.
I verify that the statements made in this affid\lvit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to
unsworn falsification to authorities.
Date: L;,J 1J/ 65
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C OSE
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Plaintiff
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
NO,&{:- 19J..S"
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REOUEST
ENTRY OF A D1:vORCE DECREE UNDER
&3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses if! 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 this Mfidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. (i4904 relating to unsworn
falsification to authorities.
Date: ~ ?!/35
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMDN PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
v.
NO. 01 - 1925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REOUEST
ENTRY OF A DIVORCE DECREE UNDER
&3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a fmal decree of divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses if! 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 this Affidavit are true and corr,,~L 1 understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. 94904 relating to unsworn
falsification to authorities,
Date: tfl d-/OS"
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CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the reinstated divorce complaint was served
on the person(s) named below by hand delivery as evidenced by the attached Affidavit of Process
Server on October 18, 2003.
By:
Respectfully submitted,
~~
Emi y Long H~ffinan, Esquire
Sup. Ct. ill # 66307
105 North Front Street
P.O. Box 11475
Harrisburg, P A 17108
(717)233-1112
Date: 11/1/2005
A~,_"-~',",
Affidavit ot ...rocess ~eIV~1
COf/t<f t!>f &...-PhVl P&,,?s C",,,,,,B'IL(A-...b CD <.>___f.]
tw\ME.OF COURT}
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DEFENDANTIRESPONDENT ~.
SAYlGr Cl....eu
PI..AINT1FF1PE1lTIONBI
by servmg
1 declare '''''II am a cilizenol!heUm"tedSlates.overlhe"geof eigbteenand notapattytothisaction.AndthalWilhin tfteboundanesof
the state where service was: effecled~ I was authOI'iled by taw to perform. said service.
Service: Iserved K,ch/lR,D \ CL.o.r~ .
_OF~8ElNGSERVeD
;?i!,,,,,..l,IAD 'DwtJ~e..e ~"I._~ 4-.#'...P~D
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TIME
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Thereatler copies ollhe documents were mailed by prepaid. filSt Class mail on
DAre
from
CITY S'rATE
Manner of Service: ~per.;onallydellveting copies to Ute pernonl8lllhOri2ed agent Of enlily being served.
OBy'eaving, duringoff"u:ehOUlS.copiesalll1e_ollhepetSQn/enlilybelngsenre<l.leaving samewith Il1epernon _'Iyin
e/large lhereal.. , ,-
a By leaving COPIeS at thedwelfmghouseorUsuaJplaceof abodeoftbepelSOR belngsenled. withamember ofthel1aus6hold 16
or alder and explaining Il1e genenlI natlIreof Ute papetS.
a By posting copies in a COnspicuous manner to !he a<1dress 01 the personFentity being served.
Non-Service: After due search.. carefutinquiry and cm-l!lent attempts a. the address(esj lisle<! above. I have been unable 10 effect
process upon the person/entity being seNe<! because of t1\l> following reasonls):
o Unknowna' Add<e$s OEYa<ling OMoved, Lettnu _9 o Other:
o Addr= Do.. No' E:rbt oservrce_I1yUI/ganI [J UnlIIJIe 10 'sene In. Tlmdy F_
Service Attempts: Senricewas _pled on: { ) . { I
OATE TIME DATE rnAE'
DA.",
TIME
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DATE
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Description. Age: SO Sex: PJ Race: w Hgt,SJ'/7'" Wgt: J 7.r- Hair./!A. Glasses: "y <>
I dec;;;f";;-a1:of~~-X';4'forma~contamed~ is 1rueand correa;; ~ = was execuIed on
OATE CllY' Sfl\TE 1\ IJ~ ~
sta\ea~tm5:lIlua..nic1\.... . GN'ATUREOF. SERVER
Coun'Y 01 ~hJld .,.....M^ A i
subscribed and sworn ~ore me.. a nQlary publie.this ~ day of 1.......(11 ::\Oher }dtf)5
NOTARIAlSEAl
SUZANNE M. DEDERER. Notary Public
Camp Hill Bora, Cumllerland County .'
My Commission Expires Aug. 20, 2005
WITNESS MY HAND AND OFAClALS1:AL TO
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IN THE COURT OF COl\.1MON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
NO. '" ( -:- i 9 d. S'
JANET CLOSE,
Plaintiff
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REOUEST
ENTRY OF A D1VORCE DECREE UNDER
&3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses in do not claim them before a divorce is granted.
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 this Affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. g4904 relating to unsworn
falsification to authorities.
Date: fj/ Ve5
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JANET CLOSE,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
.....
NO. e l~ I '( ;L :;;
RICHARD CLOSE,
Defendant
CNIL ACTION - LAW
IN DIVORCE
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AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed
on September 19, 2003.
2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety (90)
days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of
intention to request entry of the decree.
I verifY that the statements made in this affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to
unsworn falsification to authorities.
Date:
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 1925 CIVIL
RICHARD CLOSEr
Defendant
IN DIVORCE
ORDER OF COURT
AND NOWr this
/17'1
day of
been
2005, the economic claims raised in the proce
resolved in accordance with a marital settlement agreement
dated April 19r 2005, the appointment of the Master is vacated
and counsel can file a praecipe transmitting the record to the
Court requesting a final decree in divorce.
BY THE COURT,
J.
cc:
~ily Long Hoffman
Attorney for Plaintiff
.;Qchard C. Rupp
Attorney for Defendant
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MARITAL SETTLEMENT AGREEMENT
THIS AGREEMENT, made this
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, 2005,
by and between JANET CLOSE of LEMOYNE , CUMBERLAND COUNTY,
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Pennsylvania (hereinafter referred to as "WIFE") and RICHARD CLOSE of
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HUMMELSTOWN, DAUPHIN COUNTY, Pennsylvania (hereinafter referred to
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as "HUSBAND"):
WITNESSETH:
WHEREAS, the parties were married on June 1, 1974; and
WHEREAS, one children was born of this marriage who is a minor
child; and,
WHEREAS, diverse, unhappy differences, disputes and difficulties have
arisen between the parties and it is the intention of WIFE and HUSBAND to
live separate and apart, and the parties hereto are desirous of settling fully
and finally their respective financial and properly rights and obligations as
between each other, including, without limitation by specification: the
settling of all matters between them relating to the ownership and equitable
distribution of real and personal properly; settling of all matters between
them relating to the past, present and future support, alimony and/or
maintenance of WIFE by HUSBAND or of HUSBAND by WIFE; and in general,
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the settling of any and all claims and possible claims by one against the
other or against their respective states,
NOW, THEREFORE, in consideration of the premises and of the mutual
promises, Covenants and undertakings hereinafter set forth and for other
good and valuable consideration, receipt of which is hereby acknowledged
by each of the parties hereto, HUSBAND and WIFE, each intending to be
legally bound hereby covenant and agree as follows:
1, SEPARATION: HUSBAND and WIFE shall at all times hereafter
have the right to live separate and apart from each other and to reside
from time to time at such place or places as they shall respectively deem fit,
free from any control, restraint or interference whatsoever by the other.
Neither party shall molest the other or endeavor to compel the other to
cohabit or dwell with him or her by any legal or other proceedings, The
foregoing provisions shall not be taken to be an admission on the part of
either HUSBAND or WIFE of the lawfulness or unlawfulness of the causes
leading to their living apart.
2, INTERFERENCE: Each party shall be free from interference,
authority, and contact by the other, as fully as if he or she were single and
unmarried, except as may be necessary to carry out the provisions of this
Agreement. Neither party shall molest the other or attempt to endeavor to
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molest the other, nor compel the other to cohabit with the other, nor in any
way harass or malign the other, nor in any way interfere with the peaceful
existence, separate and apart from the other.
3. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS: This
Agreement shall not be considered to affect or bar the right of HUSBAND or
WIFE to a divorce on lawful grounds as such grounds now exist or shall
hereafter exist or to such defense as may be available to either party. This
Agreement is not intended to condone and shall not be deemed to be a
condonation on the 'part of either party hereto of any act or acts on the part
of the other party which have occasioned the disputes or unhappy
differences which have occurred prior to or which may occur subsequent to
the date hereof,
4, SUBSEQUENT DIVORCE: The parties hereby acknowledge
that WIFE has filed a Complaint in Divorce in CUMBERLAND COUNTY
claiming that the marriage is irretrievably broken under Section 3301 (c) (No
Fault - Consent) and 3301 (d) of the Pennsylvania Divorce Code. Both parties
hereby express their agreement that the marriage is irretrievably broken
and express their intent to execute any and all Affidavits, Waivers or other
documents necessary for the parties to obtain an absolute divorce pursuant
to Section 3301 (c) of the Divorce Code at the same time as they execute this
Agreement. The parties hereby waive all rights to request COUlrt ordered
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counseling under the Divorce Code. It is further specifically understood and
agreed by the parties that the provisions of this Agreement as to equitable
distr:ibution of property of the parties are accepted by each party as a final
settleme~t for all purposes whatsoever as contemplated by the Pennsylvania
Divorce Code.
Sh~l:Ild a decree, judgment or order of divorce be obtained by either of
the parti~~ in this or any other state, country or jurisdiction, each of the
parties h~rebyconsents and agrees that this Agreement and all of its
covenan~~;!!~hall not be aHected in any way by suchsePClration or divorce;
and that ri:othing in any such decree, judgment, order o.r further modification
or revisioll thereof shall alter, amend or vary any term of this Agreement,
whether or not either or both of the parties shall remarry, It is the specific
intent of the parties to permit this Agreement to survive any judgment and
to be forever binding and conclusive upon the parties.
5, INCORPORATION IN DIVORCE DECREE: It is further agreed,
covenanted and stipulated that this Agreement, or the essential parts
hereof, shall be incorporated in any decree hereinafter entered by any court
of competent jurisdiction in any divorce proceedings that have been or may
be instituted by the parties for the purpose of enforcing the contractual
obligations of the parties. This Agreement shall not be merged in any such
decree but shall in all respects survive the same and be forever binding and
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conclusive upon the parties.
6. EFFECTIVE DATE: The effective date of this Agreement shall be
the "date of execution" or "execution date," defined as the date upon which
is it executed by the parties if they have each executed this Agreement at the
same date. Otherwise, the "date of execution" or "execution date" of this
Agreement shall be defined as the date of execution by the party last
executing this Agreement.
7. DISTRIBUTION DATE: The transfer of property, funds and/or
documents provided for herein, shall take place on the "distribution date",
unless specified otherwise.
8.
MUTUAL RELEASE:
HUSBAND and WIFE each do hereby
mutually remise, release, quit.c1aim and forever discharge the other and the
estate of each other, for all time to come, and for all purposes whatsoever,
of and from any and all rights, 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 situated, which he or she now has or at any time hereafter may
have against the other, the estate of such other or any part thereof, whether
arising out of any former acts, contracts, engagements or liabilities of such
other or by way of dower or courtesy, or claims in the nature of dower or
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courtesy or widow's or widower's rights, family exemption or similar
allowance, or under the interstate laws, or the right to take against the
spouse's will, or the right to treat a lifetime conveyance by the other as a
testamentary gift, or all other rights of a surviving spouse to participate in a
deceased spouse's estate, whether arising underthe laws of (a)
Pennsylvania, (b) any State, Commonwealth or territory of the United
States, or (c) any country or any rights which either party may have or at
any time hereafter shQIl have for past, present or future support or
maintenance,; alimony, alimony pendente lite, counsel fees, division of
property, costs or expenses, whether arising as a result of the marital
relationship or otherwise, except, all rights and agreements and obligations
of whatsoever nature arising or which may arise under this Agreement or for
the breach of any provisions thereof,
It is the intention of HUSBAND and WIFE to give each other by the
execution of this Agreement a full, complete and general release with
respect to any and all property of any kind or nature, real, personal or
mixed, which the other party now owns or may hereafter acquire, except and
only except all rights and agreements and obligations of whatsoever nature
arising or which may arise under this Agreement or for the breach of any
provision thereof. It is further agreed that this Agreement shall be and
constitute a full and final resolution of any and all claims which each of the
parties may have against the other for equitable division of property,
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alimony, counsel fees and expenses, alimony pendente lite or any other
claims pursuant to the Pennsylvania Divorce Code or the divorce laws of any
other jurisdiction,
9, ADVICE OF COUNSEL AND FULL DISCLOSURE: The provisions of
this Agreement and its legal effect have been fully explained to
the parties by their respective counsel; RICHARD C. RUPP,
Esquire, for HUSBAND and Emily L. Hoffman, Esquire for WIFE.
HUSBAND and WIFE acknowledge that this Agreement is not the
result of any duress or undue influence and that it is not the
result of any collusion or improper or illegal agreement or
agreements.
10. WARRANTY AS TO EXISTING OBLIGATIONS:
Husband and
wife affirm and represent that they have not heretofore incurred or
contracted for any debt or liability or obligation for which the estate of the
other party may be responsible or liable except as may be provided for in
this Agreement. Each party agrees to indemnify and hold the other party
harmless for and against any and all such debts, liabilities or obligations of
every kind which may have heretofore been incurred by them, including
those for necessities, except for the obligations arising out of this
Agreement.
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11.
WARRANTY AS TO FUTURE OBLIGATIONS:
HUSBAND and
WIFE covenant, warrant, represent and agree that with the exception of
obligations set forth in this Agreement, neither of them shall hereafter incur
any liability whatsoever for which the estate of the other may be liable,
Each party shall indemnify and hold harmless the other party for and
against any and all debts, charges and liabilities incurred by the other after
the execution date of this Agreement, except as may be otherwise specifically
provided for by the terms of this Agreement,
12, DEBT OF THE PARTIES: HUSBAND hereby indemnifies WIFE
against, and agrees to assume the sole liability and responsibility for all
debts, obligations or liabilities of any nature whatsoever heretofore or
hereafter incurred by HUSBAND for the benefit of himself including, without
limitation, the following debts:
A, MBNA America, Acct, #426429838845509;
B. CitiBank, Acct. #5424-1801-2402-5492
C. Sears CBUSA, Acct. #4801-5194-3945;
D. WF Finance (Wells Fargo);
E. HDMBGA/CDTCR, Acct. #603 532 010553;
F. Lowes MBGA, Acct. #C822223;
G. First Union Visa Account
WIFE hereby indemnifies HUSBAND against and agrees to assume the
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sole liability and responsibility for all debts, obligations or liabilities of any
nature whatsoever heretofore or hereafter incurred by WIFE for the benefit
of herself.
HUSBAND shall not and will not hereafter incur or cause to be incurred
for the benefit of himself except as provided for herein, any debts,
obligations or liabilities for any nature whatsoever, whether for necessaries
or otherwise, upon the credit of WIFE.
WIFE shall not and will not hereafter incur or cause to be incurred for
the benefit of herself, except as. provided for herein, any debts, obligations
or liabilities for any nature whatsoever, whether for necessaries or
otherwise, upon the credit of HUSBAND.
13, PERSONAL PROPERTY: The parties have divided between
them, to their mutual satisfaction, the personal effects, household furniture
and furnishings, and all other articles of tangible personal property which
have heretofore been used by them in common, and neither party will make
any claim to any such items said division of such items which are now in the
possession or under the control of the other. Should it become necessary,
the parties each agree to sign any titles or documents necessary to give
effect to this paragraph upon request.
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By these presents, each of the parties hereby specifically waives,
releases, renounces and forever abandons whatever claims he or she may
have with respect to any tangible personal property which is listed as
belonging to the respective parties, and which shall become the sole and
separate property of the other from the date of execution hereof.
14. DIVISION OF REAL PROPERTY: HUSBAND and WIFE have sold
the real property located at 10 Oak Hill Drive, Etters, Pennsylvania which
was deeded in the names of HUSBAND and WIFE. Previous tot his
Agreement, the parties divided the net proceeds from the said sale, as
follows: payment of 25% of the net proceeds from the sale of the home to
WIFE and payment of 75% of the net proceeds from the sale of the home to
HUSBAND. The parties waive all rights and interest in the proceeds retained
by the other party,
15. BANK ACCOUNTS: HUSBAND and WIFE acknowledge that
they have amicably distributed any joint bank accounts or certificates of
deposit and that they now each possess certain bank accounts and the like
in their respective names. They hereby agree that each shall become sole
owner of their respective accounts and they each hereby waive any interest
in, or claim to, any funds held by the other in such accounts.
16, RETIREMENT BENEFITS: The parties will equally divide the marital
portion of their respective pensions, profit sharing, savings,
10
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401 (k) plans, saving and thrift plans, annuities and/or
retirement benefits, More specifically, the parties will divide the
benefits as follows:
A, HARSCO Pension, HUSBAND has a pension with HARSCO,
HUSBAND will transfer to WIFE fifty percent of the marital portion of his
HARSCO pension plus all earnings on those funds from the date of
seperation, 8/1/00, to the date of the transfer to WIFE, The transfer will be
effectuated by a QDRO which WIFE will be responsible to prepare.
HUSBAND will sign all documents required to effectuate this transfer
immediately upon WIFE's request. HUSBAND will provide to WIFE all
information necessary to complete this transfer immediately upon her
request, The marital portion will be determined using the date of marriage,
June 1, 1974, and the date .of separation, August 1,2000. All income taxes
owed on all sum or sums transferred to WIFE are the sole responsibility of
WIFE. In the event that HUSBAND is taxed for any reason on all sum or
sums transferred to wife and/or, through no fault of his own, on the portion
transferred to WIFE, WIFE shall indemnify and reimburse HUSBAND in the
amount of the tax due,
B, HARSCO Savings Plan. The value of Richard J. Close's Savings Plan
was approximately $160,754,08 as of September 30, 2004. HUSBAND will
transfer to WIFE fifty percent of the marital portion of his HARSCO Savings
Plan plus fifty percent of all earnings on those marital funds going to Wife
from the date of separation to the date of the transfer to WIFE. The transfer
11
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will be effectuated by a QDRO which WIFE will be responsible to prepare.
HUSBAND will sign all documents required to effectuate this transfer
immediately upon WIFE's request. HUSBAND will provide to WIFE all
information necessary to complete this transfer immediately upon her
request. The marital portion will be determined using the date of marriage,
June 1, 1974, and the date of separation, August 1, 2000. The parties intend
that this distribution of Wife's marital portion of Husband's Harsco savings
plan shall not cause Husband any tax consequences, There shall be a
provision in the QDRO to this effect. Wife shall rollover the these funds,
representing her marital portion of Husband's Harsco savings plan -
calculated as stated above - into her own retirement account and therefore
does not anticipate any tax ramifications, On any sum or sum~ transferred
to Wife, if any taxes are owed on the transfer, through no fault of
HUSBAND, WIFE shall be responsible for said taxes. In the event that
HUSBAND is taxed, through no fault of his own, on the portion transferred to
WIFE, WIFE shall indemnify and reimburse HUSBAND in the amount of the
tax due,
C, In the event that Wife has any retirement whatsoever from her
employment at Kraft Foods, Husband is entitled to fifty percent of the entire
value of the funds, WIFE will immediately obtain the paperwork necessary
to roll over fifty percent of the funds to HUSBAND, HUSBAND is entitled to a
fifty percent (50%) share of any and all Kraft Foods retirement accounts.
WIFE will sign all required documents immediately upon HUSBAND's
12
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request. HUSBAND is responsible to prepare a QDRO if necessary and shall
pay all taxes due on the transfer, if any.
17. INSURANCE: WIFE will receive a fifty percent (50%) share of the
mutual portion (the amount which accrued from the date of marriage to the
date of separation) of any and all cash values from insurance policies
owned by Husband which insure Husband's life and which have a a cash
value plus all interest accrued on the marital portion since the date of
separation. HUSBAND will provide WIFE with information and release her
share of said cash values, or shall pay WIFE her share of said values directly
within forty five days of signing the marital settlement agreement.
18. MOTOR VEHICLES: With respect to the motor vehicles owned by
one or both of the parties; the parties have already divided all motor
vehicles to their mutual satisfaction.
19. MISCELLANEOUS ASSETS: All other assets not specifically
enumerated herein shall remain the sole and exclusive property of the party
currently in possession of same,
20. AFTER-ACQUIRED PROPERTY: Each of the parties shall hereafter
own and enjoy, independently of any claim or right of the other, all items of
property, be they real, personal or mixed, tangible or intangible, which are
hereafter acquired by him or her, with full power in him or her to dispose of
the same as fully and effectively, in all respects and for all purposes as
though he or she we unmarried.
13
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21. COUNSEL FEES: Neither party shall pay the other party any sum as
paymenttowal'd each party's counsel fees incurred in the preparation of this
Agreement orir this overall Divorce matter or in the pursuit of a final
Decree in Divorce;
22, APPLICABILITY OF TAX LAW TO PROPERTY TRANSFERS: The parties
hereby agree a;nd express their intent that any transfer of property pursuant
to this Agreement shall be within the scope and applicability of the Deficit
I
ReductiOn Act of 1984 (hereinafter the "Act"), specifically, the provisions of
said ActpertQiriing to the transfers of property between spouses and former
spouses. The p~rties agree to sign and cause to be fil'ed any elections or
other documents required by the Internal Revenue Service to render the Act
applicable to the trc!Osfers set forth in this Agreement without recognition of
gain on such transfer and subject to the carry-over basis provisions of the
said Act.
23. WAIVER OF MARITAL CLAIMS: Except as otherwise provided herein,
HUSBAND and WI.FE recognize and acknowledge that the foregoing
provisions for their individual benefit are satisfactory with regard to support
and maintenance, past, present, and future. The parties release and
discharge the othel' absolutely and forever for the rest of their lives from all
claims and demands, past, present or future, for alimony pendente lite or for
any provisions for support or maintenance, The parties further acknowledge
that in consideration of the transfers made herein each completely waives
and relinquishes any and all claims and/or demands they may now have or
hereafter have against the other for alimony, alimony pendente lite, spousal
14
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support, counsel fees and court cost.
24, EFFECT OF DIVORCE DECREE: The parties agree that, except as
otherwise specifically provided herein, the Agreement shall continue in full
force and effect after such time as a final Decree in Divorce may be entered
with respect to the parties.
25. BREACH: If either party fails to abide by this Agreement within
thirty days of notice. of breach or failure to abide, the other party shall have
the right, at his or her election to sue for damages for such breach or failure
to abide 01' seek such other remedies or relief as may be available to him or
her, and the party breaching or failing to abide this contract shall be
responsible legal fees and cost incurred by the other in enforcing their rights
under this Agreement.
26. WAIVER OF CLAIMS ,TO MAINTENANCE: Except as herein
otherwise provided, each party may dispose of his or her property in
anyway, and each party hereby waives and relinquishes any and all rights
he or she shall now have or hereafter acquire, under present and future
laws of any jurisdiction, to share in the property or the estate of the other as
a result of the marital relationship, including without limitation, dower,
curtesy, statutory allowance, widow's allowance, right to take in intestacy,
right to take against the Will of the other, and the right to act as
administrator or executor of the other's estate, and each will, at the request
of the other, execute, acknowledge and deliver any and all instruments
which may be necessary or advisable to carry into effect this mutual waiver
15
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and relinquishment of all such interest, rights and claims.
27. WAIVER OF CLAIMS: Except as herein otherwise provided,
each party may dispose of his or her property in any way, and each party
hereby waives and relinquishes any and all rights he or she shall now have
or hereafter acquire, under the present and future laws of any jurisdiction,
to share in the property or the estate of the other as a result of the marital
relationship, including without limitation, dower, curtesy, statutory
allowance, widow's allowance, widower's allowance, right to take in
intestacy, right to take against the Will of the other, and the right to act as
administrator or executor of the other's estate. Each party will, at the
request of the other, execute, acknowledge and deliver any and all
instruments which may be necessary or advisable to carry into effect this
mutual waiver and relinquishment of all such interest, rights and claims.
28, ENTIRE AGREEMENT: This Agreement contains the entire
understanding of the parties and there are no representations, warranties,
covenants or undertakings other than those expressly set forth herein.
29. FINANCIAL DISCLOSURE: The parties confirm that they have
relied on the completeness and substantial accuracy of the financial
disclosure of the other as an inducement to the execution of this Agreement.
The parties acknowledge that there has been no formal discovery conducted
in their pending divorce action and that neither party has filed an Inventory
16
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and Appraisement as required by Section 3505(b) of the Pennsylvania
Divorce Code, Notwithstanding the foregoing, the rights of either party to
pursue a claim for equitable distribution, pursuant to the Pennsylvania
Divorce Code, of any interest owned by the other party in an CIIsset of any
nature at any time prior to the date of execution of this Agreement that was
not disclosed to the other party or his or her counsel prior to the date of the
within Agreement is expressly reserved. In the event that either party, at
any time hereafter, discovers such an undisclosed asset, that party shall
have the right to petition the Court of Common Pleas of Cumberland County
to make equitable distribution of said asset.
The non-disclosing party shall be responsible for payment of counsel
fees, costs or expenses incurred by the other party in seeking equitable
distribution of said asset.
Notwithstanding the foregoing, the Agreement shall in all other
respects remain in full force and effect.
30. AGREEMENT BINDING ON HEIRS: This Agreement shall be
binding and shall inure to the benefit of the parties hereto and their
respective heirs, executors, administrators, successors and assigns.
31, ADDITIONAL INSTRUMENTS: Each of the parties shall, from
time to time, at the request of the other, execute, acknowledge and deliver
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to the other any and all further instruments that may be reasonably
required to give full force and effect to the provisions of this Agreement.
32. VOID CLAUSES: If any term, condition, clause or provision of
this Agreement shall be determined or declared to be void or invalid in law,
or otherwise, then only that term, condition, clause or provision shall be
stricken from this Agreement and in all other respects this Agreement shall
be valid and continue in full force, effect and operation.
33. INDEPENDENT SEPARATE COVENANTS: It is specifically
understood and agreed by and between the parties hereto that each
paragraph hereof shall be deemed to be a separate and independent
Agreement.
34, MODIFICATION AND WAIVER: A modification or waiver of
any of the provisions of this Agreement shall be effective only if made in
writing and executed with the same formality as this Agreement. The failure
of either party to insist upon strict performance of any of the provisions of
this Agreement shall not be construed as a waiver of any subsequent
defaults of the same or similar nature,
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35. DESCRIPTIVE HEADINGS: The descriptive headings used
herein are for convenience only. They shall have no affect whatsoever in
determining the rights or obligations of the parties.
36. APPLICABLE LAW: This Agreement shall be construed under
tHBWS of the Commonwealth of Pennsylvania and more specifically under the
Divorce Code of 1980 and any amendments thereto,
IN WITNESS WHEREOF, the parties hereto have set their hands and
seals the date and year first above written,
(SEAL)
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ANET CLOSE,
WIFE
WITNESS
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JANET CLOSE
ibV;W""vwr~ Plaintiff
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RICHARD CLOSE
DATE:
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
01 - 1925
NO. CIVIL 19
IN DIVORCE
Defendant
STATUS SHEET
ACTIVITIES:
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JANET CLOSE,
Plaintiff
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 1925 CIVIL
RICHARD CLOSE,
Defendant
IN DIVORCE
TO:
Emily Long Hoffman
, Attorney for Plaintiff
Richard Close Defendant
DATE: Tuesday, October 1, 2003
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.
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(b) Provide approximate date when discovery will be
complete and indicate what action is being taken
to complete discovery.
DATE
COUNSEL FOR PLAINTIFF
COUNSEL FOR DEFENDANT
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 REPRESENTEDr CERTIFY THAT DISCOVERY
IS COMPLETE, A DIRECTIVE TO FILE PRETRIAL
STATEMENTS WILL BE ISSUED IMMEDIATELY.
THE CERTIFICATION DOCUMENT SHOULD BE RETURNED
TO THE MASTER'S OFFICE WITHIN TWO (2) WEEKS OF
THE DATE SHOWN ON THE DOCUMENT.
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 1925 CIVIL
RICHARD CLOSE,
Defendant
IN DIVORCE
CONFERENCE WITH
COUNSEL AND PARTIES
TO: Emily Long Hoffman
Janet Close
, Counsel for Plaintiff
, Plaintiff
Richard C. Rupp
Richard Close
, Counsel for Defendant
, Defendant
A conference has been scheduled at the Office of
the Divorce Master, 9 North Hanover Streetr Carlisle,
Pennsylvania, on the 10th day of December 2004, at 9:00 a.m.,
with counsel and the parties to discuss the outstanding
economic issues to determine if there is a basis of settlement
of claims. If issues remain after the conference, a hearing
will be scheduled at another date.
Very truly yours,
Date of Notice: 10/22/04
E. Robert Elicker, II
Divorce Master
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 1925 CIVIL
RICHARD CLOSE,
Defendant
IN DIVORCE
CONFERENCE WITH
COUNSEL AND THE PARTIES
TO:
Emily Long Hoffman
Janet Close
Counsel for Plaintiff
Plaintiff
Richard C. Rupp
Richard Close
Counsel for Defendant
Defendant
A conference has been scheduled at the Office of
the Divorce Masterr 9 North Hanover Street, Carlisle,
Pennsylvaniar on the 22nd day of October 2004, at 9:00 a.m.r
with counsel and the parties to discuss the outstanding
economic issues to determine if there is a basis of settlement
of claims. If issues remain after the conference, a hearing
will be scheduled at another date.
Very truly yours,
Date of Notice:
August 12, 2004
E. Robert Elicker, II
Divorce Master
*Counsel are directed to file a pretrial statement in
accordance with P.R.C.P. 1920.33(b) one week prior to the
conference that is scheduled.
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EMILY LONG HOFFMAN
ATTORNEY AT LAw
255 MARKET STREET
M1LLERSBURG, PA 17061
(717) 692.4244
105 NORTH FRONT STREET
p, 0, Box 11475
HARRISBURG, PENNSYLVANIA 17108-1475
August 10, 2004
Robert Elicker, Esquire
13 N. Hanover Street
Carlisle PA 17013
Re: Close v. Close
Dear Mr. El i cker.:
(717) 233.1112
FAX (717) 234-2234
Earlier in the year we attended a pre-trial conference
with you in the above-referenced matter. At that time we thought
we would be able to resolve the marital issues by agreement. We
no longer believe this to be the case. Thus, we respectfully
request a date and time for a hearing.
Thank you for your assistance.
cc: Richard E. Rupp, Esquire
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 1925 CIVIL
RICHARD CLOSEr
Defendant
IN DIVORCE
CONFERENCE WITH
COUNSEL AND THE PARTIES
TO:
Emily Long Hoffman
Janet Close
, Counsel for Plaintiff
, Plaintiff
Richard C. Rupp
Richard Close
, Counsel for Defendant
, Defendant
A conference has been scheduled at the Office of
the Divorce Master, 9 North Hanover Street, Carlisle,
Pennsylvaniar on the 23rd day of April 2004, at 9:00 a.m., with
counsel and the parties to discuss the outstanding economic
issues to determine if there is a basis of settlement of
claims. If issues remain after the conference, a hearing will
be scheduled at another date.
Very truly yours,
Date of Notice:
March 26, 2004
E. Robert Elicker, II
Divorce Master
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 1925 CIVIL
RICHARD CLOSE,
Defendant
IN DIVORCE
NOTICE OF PRE-HEARING CONFERENCE
TO: Emily Long Hoffman
, Attorney for Plaintiff
Richard Close
Defendant
A pre-hearing conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover Street, Carlisle,
Pennsylvaniar on the 26th day of March 2004, at 9:30 a.m., at
which time we will define issues, identify witnessesr explore
the possibility of settlement and, if necessary, schedule a
hearing.
Very truly yours,
Date of Notice: 1/27/04
E. Robert Elicker, II
Divorce Master
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JANET CLOSE,
Plaintiff
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 1925 CIVIL
RICHARD CLOSE,
Defendant
IN DIVORCE
TO:
Emily Long Hoffman
, Attorney for Plaintiff
Richard Close , Defendant
DATE: ~~ctober 1, 2003
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.
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COUNSEL FOR PLAINTIFF
COUNSEL FOR DEFENDANT
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 MASTER'S OFFICE WITHIN TWO (2) WEEKS OF
THE DATE SHOWN ON THE DOCUMENT.
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JANET CLOSE
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
v.
RICHARD CLOSE
: NO.
01 - 1925
: IN DIVORCE
RESCHEDULED HEARING
ORDER AND NOTICE SETTING HEARING
TO: Janet Close
Emily Long Hoffman
, Plaintiff
, Counsel for Plaintiff
Richard Close
Richard C. Rupp
, Defendant
, Counsel for Defendant
You are directed to appear for a hearing to take testimony on the outstanding
issues in the above captioned divorce proceedings at the Office of the Divorce Master, 9
North Hanover Street, Carlisle, Pennsylvania, on the 3rd day of
MHY , 2005 at 9.00 a.m., at which place
and time you will be given the opportunity to present witnesses and exhibits in support
of your case.
By the Court,
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Geor~e fHoffer, President Ju ge
Date of Order and
Notice: 2/l/05
By:
Divorce Master
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
32 SOUTH BEDFORD STREET, CARLISLE, PA 17013
TELEPHONE (717) 249-3166
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JANET CLOSE
: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
v.
RICHARD CLOSE
: NO.
01 - 1925
: IN DIVORCE
ORDER AND NOTICE SETTING HEARING
TO: Janet Close
Emily Long Hoffman
, Plaintiff
, Counsel for Plaintiff
Richard Close
Richard C. Rupp
, Defendant
, Counsel for Defendant
You are directed to appear for a hearing to take testimony on the outstanding
issues in the above captioned divorce proceedings at the Office ofthe Divorce Master, 9
North Hanover Street, Carlisle, Pennsylvania, on the 5th day of
April 2005 at 9:00 a.m., at which place
and time you will be given the opportunity to present witnesses and exhibits in support
of your case.
George E. Hoffer, President Judge
Date of Order and
Notice: 1/1/05
By:
Divorce Master
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
32 SOUTH BEDFORD STREET, CARLISLE, PA 17013
TELEPHONE (717) 249-3166
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EMU. y LONG HOFFMAN
ATTORNEY AT LAW
255 MARKET STREET
MIL.LERSaURG, PA 17061
(717) 692-4244
105 NORTH FRONT STREET
P. O. Box 11475
HARRISBURG, PENNSYLVANIA 17108-1475
(717)233-(112
FAX (717) 234-2234
December 17, 2004
Robert Elicker, Esquire
13 North Hanover Street
Carlisle, Pa 17013
Re: Close v. Close
No. 01 - 1925
Dear Attorney Elicker:
I would greatly appreciate if you would schedule a hearing in the above-matter as soon as
you are able. I would also appreciate if you would direct Defendant to file his pre-trial statement,
inventory and income and expense statement. As you may recall we had a pre-trial conference
around April of2004 and two settlement conferences since that time.
Thank you for your consideration ofthis matter.
cc: Richard Rupp, Esquire
Janet Close
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS IJv I) J 17 D I kf ~
CUMBERLAND COUNTY, "/ I Y'( { i't'
PENNSYLVANIA
v.
NO. 01-1925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
PLAINTIFF's PRE-TRIAL STATEMENT
1. List of Assets:
a. Proceeds from sale of marital home Husband received 75%
Wife received 25%
b. Husband's retirement plan
c. Husband's pension plan
2. Expert witnesses: None
We reserve the right to call additional experts
3. Witnesses:
Janet Close
We reserve the right to call additional witnesses
4. Exhibits:
a. Income tax returns
b. Statements regarding accounts
c. Pay stubs
d. Documents pertaining to sale of home
Plaintiff reserves the right to provide additional exhibits
5. Plaintiff's Gross income: reflected in Income and Expense Statement
6. Plaintiff's expenses: Please see Income and Expense statement
7. Value of Retirement Benefits: Unknown
8. Fees: no claim for counsel fees at this time
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9. No unresolved issues are known other than our attempts to settle this matter.
10. Marital Debts:
VISA in both names. Date of Separation Value: $2,000; current value: $18,000
husband incurred post separation debt
11. Proposed resolution:
Husband will pay off VISA card and close account. Husband will compensate Wife
with her fair share of the proceeds from the marital home. Wife will receive her fair share of
Husband's pension and retirement accounts.
Respectfully submitted,
~~+-
E1llily Long offinan, EsqUIre
Sup. Ct. ill # 66307
105 North Front Street
Harrisburg, P A 17l 08
(717)233-1112
Attorney for Plaintiff
Date: 3/25/2004
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Emily Long Hoffman
Attorney at Law
105 North Front Street
P.O. Box] ]475
Harrisburg, PA 17108-1475
255 N. Markel Street
Millersburg,PA 17061
(717) 692-4244
Harrisburg: (717) 233-11 J2
Fax: (717) 234-2234
October 15, 2003
Robert Elicker, Esquire
13 North Hanover Street
Carlisle, Pa 17013
Re: Close v. Close
No. 01 - 1925
Dear Attorney Elicker:
Enclosed please find our Certification of Discovery.
Sinc~r.ely yours,
E~~
Enclosure
cc: Janet Close
Richard Close
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
v.
NO. - 01-1925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
ORDER
7"l
AND NOW, this Ie; Day of _~ ,2003,
e~. PA~ Esquire, is appointed master with respect to the following
claims: Equitable Distribution.
BY THE COURT:
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
v.
NO. - 01-1925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
MOTION FOR ApPOINTMENT OF MASTER
Janet Close (x )Plaintiff () Defendant, moves the court to appoint a
master with respect to the following claims:
( X ) Divorce
( )Annulment
( ) Alimony
( ) Alimony Pendente Lite
(X )Distribution of Property
( ) Support
( ) Counsel Fees
( ) Costs and Expenses
and in support of the motion states:
1. Discovery is complete as to the claim(s) for which the appointment of a master is requested.
2. The defendant ( ) has (x) has not appeared in the action () personally () by attorney,
3. The statutory grounds(s) for divorce (is)
3301 (d)
4. Check the applicable paragraph(s) by check mark:
() The action is not conlested.
() An agreement has been reached with respect to the following
claims:
(X) The action is contested with respect to the following claims:
Equitable
Distribution
.,
5. The action ( ) involves (X) does not involve complex issues of law or fact.
6. The hearing is expected to take 3
(hours)
(days).
7. Additional information, if any, relevant to the motion: none at this time
Date:
ot- Il -01
. t4~~
Emily Long H ffman, Attorney for Plaintiff
Sup Ct. ID 66307 '
105 N. Front Street
P.O. Box 11475
Harrisburg, PA 17108
717-233-1112
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CERTIFICATE OF SERVICE
I hereby certity that a true and correct copy of the attached document was served on the
person below on this day by depositing into U. S. Mail at Harrisburg, Pennsylvania, first-class
postage prepaid on this day addressed as follows:
Richard C. Rupp, Esquire
355 N. 21't Street
Camp Hill, P A 17011
Richard Close
231 Market St.
2nd Floor
New Cumberland, PA 17070
By:
Respectfully submitted,
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Emily Long Hoffman, Esquire
Sup. Ct. ill # 66307,
105 North Front Street
P.O. Box 11475
Harrisburg, PA 17108
(717)233-1112
Attorney for Plaintiff
Date: September 17, 2003
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JANET CLOSE
,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY
,
PENNSYLVANIA
v.
NO. 01 - I925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
INVENTORY AND APPRAISEMENT
OF
PLAINTIFF. JANET CLOSE
Plaintiff files the following Inventory and Appraisement of all property owned or
possessed by either party at the date of separation and all property transferred within the
preceding three years.
Plaintiff verifies that the statements made in this Inventory and Appraisement are true and
correct. Plaintiff understands that false statements herein are made subject to the penalties of 18
Pa.C.S. ~4904 relating to unsworn falsification to authorities.
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ASSETS OF PARTIES
(x ) 1. Real property
(x ) 2. Motor vehicles
( ) 3. Stocks, bonds, securities and options
( ) 4. Certificates of deposit
( ) 5. Checking accounts, cash
( ) 6. Savings accounts, money market and savings certificates
( ) 7. Contents of safe deposit boxes
( ) 8. Trusts
( ) 9. Life insurance policies (indicate face value, cash surrender value and current
beneficiaries)
( ) 10. Annuities
( ) 11. Gifts
( ) 12. Inheritances
( ) 13. Patents, copyrights, inventions, royalties
( ) 14. Personal property outside the home
( ) 15. Business (list all owners, including percentage of ownership, and officer/director
positions held by a party with company
( ) 16. Employment termination benefits - severance pay, workman's compensation
claim/award
( ) 17. Profit sharing plans
(x ) 18. Pension plans (indicate employee contribution and date plan vests)
(x ) 19. Retirement plans, Individual Retirement Accounts
( ) 20. Disability payments
( ) 21. Litigation claims (matured and umnatured)
( ) 22. MilitaryN.A. benefits
( ) 23. Education benefits
(x ) 24. Debts due, including loans, mortgages held
( ) 25. Household furnishings and personalty
( ) 26. Other
.
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MARITAL PROPERTY
List all marital property in which either or both spouses have a legal or equitable interest
individually or with any other person as of the date this action was commenced:
Item
Number
Description
of Propertv
Names of
All Owners
1
Proceeds from marital home
Wife received 25%
Husband received 75%
18
Pension
H
19
401(k) retirement plans
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NON-MARITAL PROPERTY
List all property in which a spouse has a legal or equitable interest which is claimed to be
excluded from marital property:
Item
Number
Description
of Property
Reason for
Exclusion
2
1999 V olkswagon Cabriolet
purchased after separation
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LIABILITIES
Item
Number Creditor
Debtor DOS value Current Value
24 VISA H & W $2,000
Wife has not used the card since separation
24
Discover W
$18,000
$ 2,000
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, 1/(1i/JI01J/f...
PENNSYLVANIA I' vy 7 r
v.
NO. 01-1925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
INCOME AND EXPENSE
OF
PLAINTIFF. JANET CLOSE
Plaintiff files the following Income and Expense Statement.
Plaintiff verifies that the statements made in this Income and Expense Statement are true
and correct. Defendant understands that false statements herein are made subject to the
penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities.
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INCOME AND EXPENSE STATEMENT OF
JANET CLOSE
INCOME
Employer: Zia's Restaurant
Address Second Street. Harrisburg, P A
Type of Work: Waitress Payroll Number:
Pay Period (weekly, biweekly, etc.): Bi-weeeklv
Gross Pay per Pay Period: $ 650.00
2002 W - 2 approx. $16,000
Itemized Payroll Deductions:
Federal Withholding $
FICA $
Local Wage Tax $
State Income Tax $
Unemployment $
Retirement $
Savings Bonds $
Credit Union $
Life Insurance $
Health Insurance $
Other - Term Pass $
Net Pay per Pay Period: $
Week Month Year:
(Fill in Appropriate Column)
Other Income: N/ A
Interest -
Individual $
Joint
Dividends
Pension
Annuity
Social Security
Rents
Royalties
Expense Account
Gifts
Unemployment Compo
Workmen's Compo
$
$
Total $
$
$
TOTAL MONTHLY NET INCOME $
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EXPENSES
Week Month Year
Home
Rent 650.00
Utilities
Electric 30.00
Telephone 40.00
Lunch 22.00
Taxes
Personal 225.00
Insurance
Automobile 50.00
Health 30.00 (daughter will need coverage in Nov.)
Automobile
Fuel 120.00
Repairs 166.00
Medical
Doctor/Dentist 41.00
Prescriptions 70.00
Braces 40.00
Education
Religious 10.00
Personal
Clothing 75.00
Groceries 250.00
Credit pmts/loans 200.00
Miscellaneous
Household help and
child care 150.00
Entertaimnent 100.00
Gifts/Charitable
Contributions 40.00
Legal fees
Allowance for child 20.00
TOTAL EXPENSES $ $ 1.979 $
908821
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JANET CLOSE,
Plaintiff
RICHARD CLOSE,
Defendant
To the Prothonotary:
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
v.
NO. 01-1925
CIVIL ACTION - LAW
IN DIVORCE
PRAECIPE TO REINSTATE COMPLAINT
Kindly reinstate the divorce complaint in the above-captioned matter.
Date: '1-;;2.;;1_03
Re~ctfullY submitted,
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Enu y 0 Hoffman
Sup Ct ill # 66307
105 N. Front St.
P.O. Box 11475
Harrisburg, PA 17108-1475
(717) 233-ll12
Attorney for Plaintiff
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JANET CLOSE
Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
.
.
v.
: NO. 01 - 1925 CIVIL
.
.
RICHARD CLOSE
.
.
Defendant
: IN DIVORCE
ENTRY OF APPEARANCE
TO THE PROTHONOTARY:
Kindly enter my appearance in the above captioned Civil Action
- on behalf of Defendant, Richard Close.
Richard C. Rupp, Es u re
Attorney ID: 34832
355 N. 21 Street, Suite 205
Camp Hill, PA 17011
(717) 761-3459
Dote: August 17,2004
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CERTIFICATE OF SERVICE
I, Richard C. Rupp, Esquire, hereby certify that I
served the foregoing Entry of Appearance, by first class mail, postage prepaid,
to the following individual at the addresses below on the date below:
Emily Long HoHman, Esquire
P. O. Box 11475
Harrisburg, PA 17108-1475
RICHARD C. RUPP, SQUIRE.
DATE: August 17,2004
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JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
v.
NO. Ol-I q).,S
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in Court. If you wish to defend against the claims set forth in the following
pages, you must take prompt action. You are warned that if you fail to do so, the case may
proceed without you and a Decree of Divorce or annulment may be entered against you by the
Court. A judgment may also be entered against you for any other claim or relief requested in
these papers by the Plaintiff. You may lose money or property or other rights important to you.
When the ground for 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, Carlisle, Pennsylvania.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LA WYERcS
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
HA VB A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE
SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Cumberland County Bar Association
2 Liberty Avenue
Carlisle, Pennsylvania 17013
(717) 240-6200
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Le han demandado a usted en la corte. Si usted qui ere defenderse de estas demandas expuestas
en las paginas siquientes, usted tiene veinte (20) dias de plazo al partir de lag fecha de la
demanda y la notificacion. Usted debe presentar una apariencia escrita 0 en persona 0 por
abagado y archival en la corte en forma excrita sus defensas 0 sus objecciones alas demandas en
contra de su persona. Sea avisado que si ustted no se defiende, la corte tomara medidas y puede
entrar una orden contra usted sin previo aviso 0 notificacion y por cualquier queja 0 alivio que es
pedido en la peticion de demanda. Usted puede perder dinero 0 sus propiedades 0 otros derechos
importantes para usted.
LLEVE ESTA DEMANDA A UN ABAGADO INMEDIATAMENTE. SI NO TIENE
ABAGADO 0 SI NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO,
VA Y A EN PERSONA 0 LLAME POR TELEFONO A LA OFICINA CUY A DIRECCION SE
ENCURENTRA ESCRIT A ABAJO PARA A VERIGUAR DONDE SE PUEDE CONSEGUIR
ASISTENCIA LEGAL.
Cumberland County Bar Association
2 Liberty Avenue
Carlisle, Pennsylvania 17013
(717) 240-6200
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JANET CLOSE,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
NO. 0 l- l ctl..-S'
CIVIL ACTION - LAW
IN DIVORCE
RICHARD CLOSE,
Defendant
AMENDED COMPLAINT UNDER SECTION 3301(c) or 3301(d)
OF THE DIVORCE CODE
1. Plaintiff is Janet Close, who has resided at 541 Herman Drive,
Lemoyne, Cumberland County, since August 2000.
2. Defendant is Richard Close, who has resided at 231 Market Street, 2nd Floor, New
Cumberland, Pennsylvania for approximately one year.
3. Plaintiff and Defendant have been bona fide residents in the Commonwealth for at
least six (6) months immediately previous to the filing of this Complaint.
4. The Plaintiff and Defendant were married on June 1,1974.
5. There have been no prior actions of divorce or for annulment between the parties.
6. Neither of the parties in this action is presently a member of the Armed Forces
7. The Plaintiff and Defendant are both citizens of the United States.
8. Plaintiff has been advised of the availability of marriage counseling and that she
may have the right to request the Court to require the parties to participate in such
counseling. Being so advised, Plaintiff does not request that the Court require the
parties to participate in counseling prior to a divorce decree being handed down
by the Court.
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9. There is one minor child born of the marriage to wit AdeleMaye Close, age 9
years.
10. The Plaintiff avers that the marriage is irretrievably broken.
II. The parties have been separated for more than two years.
COUNT II
Request for Equitable Distribution of Marital
Property Under 23 Pa.C.S. 3104(a)(I) and 3501
of the Divorce Code
13. Plaintiff requests the Court to equitably divide, distribute and assign the
marital property between the parties without regard to marital misconduct in such a proportion as
the Court deems just after cOJ1~ideration of all relevant factors.
WHEREFORE, Plaintiff recjtiests.'this Honorable Court enter a decree of divorce and to
equitably divide the marital preperty:
By:
Date ~ n ~()'J
EMILY LON HOFFMAN, ESQUIRE
Sup. Ct. J.D. # 66307
105 North Front Street
P.O. Box 11475
Harrisburg, PA 17108-1475
(717)233-1112
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RUPP AND MEIKLE
LAW OFFICES
HERBERT G. RUPP, JR.
RICHARD C. RUPP
ANN MEIKLE ERIKSSON (1954-82)
A PROFESSIONAL CORPORATION
355 NORTH 21ST STREET, SUITE 20~
CAMP HILL, PA 17011
(717) 761-3469
E-MAIL: RUPPLAWl@AOL.COM
July 1, 2005
Cumberland County Prothonotary
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: JANET CLOSE v. RICHARD CLOSE
CIVIL ACTION -LAW IN DIVORCE
No. 01-1925
To the Prothonotary, Cumberland County:
MAILING ADDRESS
P.O. BOX 395
CAMP HILL, PA 17001-0895
TELEFAX: (717) 730-0214
Please file of record the enclosed original CONSENT and WAIVER of
Richard Close in the above referenced divorce action.
Please return the enclosed copy to me in the enclosed stamped and
self-addressed envelope.
RCR/egs
Encl:2
cc: Robert Elicker, Esquire
Divorce Master
Emily Hoffman, Esquire
Attorney for Janet Close
l ~
Ri hard C. Rupp
A orneys for Richard Close
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LAW OFFICES
RUPP AND MEIKLE
HERBERT G. RUPP, JR.
RICHARD C. RUPP
A PROFESSIONAL CORPORATION
355 NORTH 21ST STREET, SUITE 20'
CAMP HILL, PA 17011
(717) 761.3459
E-MAIL: RUPPLAW1@AOL.COM
MAILING ADDRESS
P.O. BOX 395
CAMP HILL, PA 17001-0396
ANN MEIKLE ERIKSSON (1964-82)
July 1,2005
TELEFAX: (717) 730-0214
Robert E. Elicker II
Divorce Master
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: JANET CLOSE v. RICHARD CLOSE
CIVIL ACTION - LAW IN DIVORCE
No. 01-1925
Dear Divorce Master:
The parties, Janet Close and Richard Close have reached a settlement
in the above referenced divorce action.
Please find enclosed one original Marital Settlement Agreement
executed by both parties which we are filing of record with your office and
which the parties intend to be incorporated into their divorce decree.
Sincer
L
Ri . Rupp
At orneys for Richard Close
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Encl: 1
cc:
Emily Hoffman, Esquire ( w ; -l-t1 "'''-I .e."1 ~ I oS \Jre)
Attorney for Janet Close
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Emily Long Hoffman, Esquire
Attorney J.D. #66307
105 N. Front Street
P.O. Box 11475
Harrisburg, PA 17108-1475
(717)233-1112
Attorney for Plaintiff
JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
v.
NO. 01 - 1925
,
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 330I(c) of the Divorce Code was filed
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2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety (90)
days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of
intention to request entry of the decree.
I verify that the statements made in this affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to
unsworn falsification to authorities.
Date: /;2- (0 - 0'/
85510 I
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Emily Long Hoffman, Esquire
Attorney LD. #66307
105 N. Front Street
P.O. Box 11475
Harrisburg, PA 17108-1475
(717)233-1112
Attorney for Plaintiff
JANET CLOSE,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
v.
NO. 01 - 1925
RICHARD CLOSE,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REOUEST
ENTRY OF A DIVORCE DECREE UNDER
63301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses if! 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 this Affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. S4904 relating to unsworn
falsification to authorities.
Date: 12-- jC - () 'I
~:t:~
. ANET CLOSE
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Emily long Hoffman, Esquire
Attorney 1.0. #66307
105 N. Front Street
P.O. Box 11475
Harrisburg, PA 17108
NOV 012006 J4f
Attorney for Plaintiff
JANET CLOSE,
Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
NO. 01 - 1925
CIVIL ACTION - LAW
IN DIVORCE
RICHARD CLOSE,
Defendant
Model For A Proposed
Qualified Domestic Relations Order (QDRO)
(Defined Benefit Plans Without Individual Accounts)
THE COURT FINDS AND IT IS HEREBY ORDERED AS FOllOWS:
A. A Divorce Decree was made and entered on November 8, 2005, in
Cumberland County, Pennsylvania. .
B. The purpose of this order is to assign to Plaintiff Janet Close
("Alternate Payee") pursuant to Internal Revenue Code Section 414(p) benefits of
Defendant Richard Close ("Participanf') In an employs.e benefit plan identified as
follows:
Harseo Employees Pension Plan
This Order creates and recognizes the existence of an Alternate Payee's
right to receive a portion of the Participant's benefits payable under an employer-
sponsored defined benefit pension plan that is qualified under Section 401 of the
Internal Revenue Code (the "Code") and the Employee Retirement Income
Security Act of 1974 ("ERISA"). It is intended to constitute a Qualified Domestic
Relations Order ("QDRO") under Section 414 (p) of the Code and Section
206(d)(3) of ERISA and the Retirement Equity Act of 1984, P,l. 98-397.
C. Required information:
1. The last known mailing address of the Participant is: 7965
Somerset Street, Hummelstown, Pennsylvania 17036; the social security
number of participant is 180-40-7629; the date of birth of Participant is
November 13, 1950.
2. The mailing address of the Alternate Payee is: Janet Close, 1025
Walnut Street, 1st Floor, Lemoyne, PA 17043; the social security number of
Alternate Payee is: 175-46-4521, the date of birth of Alternate Payee is:
March 27,1954.
3. MARRIAGE AGREEMENT TERMINATION DATE: August 1,
2000.
MARRIAGE DATE: June 1. 1974.
DCSIMOOEL_QDR01
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4. MARITAL PORTION: means an amount equal to the product of
(A) tM Participant's accrued benefit under the Plan on the Marriage
Aweer:nent Termination Date multiplied by (B) a fraction, the numerator of
which IS the number of years of marriage during which Plan benefits were
accrued by the .Employee J:!rio~ to the Marriage Agreement Termination Date
an~ the d~nomlnator of which IS the total number of years of service worked
dUring which Plan benefits were accrued by the Participant prior to the
Marriage Agreement Termination Date.
5. BENEFITS DUE ALTERNATE PAYEE: Subject to the provisions
of the Plan and the terms of this Order, Alternate Payee is hereby awarded
fifty percent (50%) of the Marital Portion of the benefits payable to the
Participant under the Plan. The Alternate Payee may elect to commence
her share of the benefits under the Plan at any time on or after the date of
Participant attains the "earliest retirement age" as defined by Section 414(p)
of the I nternal Revenue Code, but must commence benefits no later than
the date the Participant actually retires, Also, In the event the Participant's
benefits become payable at an earlier time under the Plan's Disability
Retirement provisions, if any, the Alternate Payee may elect to commence
her share of the benefits at such earlier time. Should any early
commencement reduction be necessary in the event that the Alternate
Payee commence her benefits prior to the Participant's Normal Retirement
Age, then such reduction shall be applied to the Alternate Payee's benefits
in accordance with applicable Plan provisions.
6. FORM OF PAYMENT TO ALTERNATE PAYEE: Payment to the
Alternate Payee shall be made in such form as Alternate Payee may elect
from among the forms of benefit available under the Plan for the payment of
the Participant's benefits, provided that:
a. Such form shall be the actuarial equivalent of the A1temate
Payee's interest in the Participant's accrued benefit, and
b. The Alternate Payee's interest shall not be distributed in the
form of a joint and survivor annuity with Alternate Payee's spouse, and
c. The Alternate Payee's election to begin receiving payment,
and election of the form of payment, shall be made in accordance with
procedures approved by the Plan Administrator.
d, The benefits paid to the Alternate Payee shall be paid to her
for her own separate, independent lifetime, and upon her death, shall
be paid in accordance with the benefit option elected by the Alternate
Payee. As a result, should the Participant predecease the Alternate
Payee after the Alternate Payee's benefit commencement date, his
death shall not affect the Alternate Payee's right to continue benefits.
7. PRE-RETIREMENT DEATH BENEFITS: In the event the
. Participant predeceases the Alternate Payee, and neither the Participant nor
the Alternate Payee has commenced benefits under the Plan, such
Alternate Payee shall be designated as a surviving spouse of the Participant
for purposes of establishing the Alternate Payee's entitlement to receipt of a
portion of any monthly preretirement survivor annuity. For purposes of
determining the eligibility for such surviving spouse benefits, the Alternate
DCS/MODe-o.._CDR01
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Payee and the Participant have satisfied the one (1 )-year marriage
requirement as enumerated in Sections 401 (a)(11) and ,t 17(d) of the Code
and as may be required under the provisions of the Plan. .
. This designation applies only to the Alternate Payee's iJ;lterestin
the marital property component of the Participant's accrued benefit. The
Alternate Payee shall be treated as a surviving spouse of such Participant
for purposes of any preretirement surviving spouse benefits that are
attributable to the Marital Portion of the Participant's benefit. and any
subsequent spouse of the Participant shall not be treated as a spouse ofthe .
Participant for such purposes. However, an eligible subsequent .spouse of
the Participant, if any. may receive the remainder of any prerBtirement
survivor annuity b~nefits that are attributable to the nonmarital portion of the
Participant's ascrued benefit.
8. DEATH OF ALTERNATE PAYEE: If Alternate Payee .
predeceases Participant prior to the commencement of her benefits. the
Alternate Palee's portion of Participant's benefits, as stipulateCl herein, shall
revert to the Participant. Should the Alternate Payee predecease the Participant
after her benefit commencement date; then such remaining benefits, if any. will
be paid in accordance with the form of benefit elected by such Alternate Payee.
9, SAVINGS CLAUSE; This Order is not intended, and shall not be
construed is such a manner as to require the Plan:
(a) to provide any type or form of benefit option not otherwise
provided under the terms of the Plan; .
(b) to require the Plan to provide increased benefits determined
on the basis of actuarial value;
(e) to require the payment of any benefits to the Alternate Payee
that are required to be paid to another alternate payee under
another order that was previously deemed to be a QDRO; or
(d) to make any payment or take allY action which is
inconsistent with any federal or state law, rule. regu.lation or
applicable judicial decision. .
10. CONTINUED QUALIFIED STATUS OF ORDER: It is the
intention of the parties that this QDRO continue to q~alify ~..QQ.,RO under
Se.::tion 414(p) of the Intern~l.Revenue Code. a",5 jet rT1.aY--,...tr€. e, a"m, endetl1rom tin;1e to
time, and that the Plan Administrator shaJl rese!'Ve' e nght to reconfiJrn the .
qualified status of the Order at the time benefit:;> b come ~~Ie eunder.
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NOV 0 1 200fil}'f
Emily Long Hoffman, Esquire
Attorney 1.0. #66307
105 N. Front Street
P.O. Box 11475
Harrisburg, PA 17108
AttomeYifor Plaintiff ,
v,
IN THE COURt OF COMMON PLEAS
CUMBERLAND COUNTY"
PENNSYLVANiA
NO. 01 - 1925
CIVIL ACTION - LAW
IN DIVORCE
JANET CLOSE,
Plaintiff
RICHARD CLOSE,
Defendant
Model For A Proposed
Qualified C;omestiG Relations Order (QDRO)
(Defined Contribution Plans Having Individual Vested Accounts)
1. A Divorce Decree was made and entered on NO'lember 8, 2005, in
Cumberland County, Pennsylvania.
2. The purpose of this order Is to assign to Plaintiff Janet Close ("Alternate
payee") pursuant to Internal Revenue Code Section 414(p) benefits of Defendant
Richard Close ("Participant") in an employee benefit plan identified as follows:
Harseo Corporation Savings P!an
3. Alternate payee is related to Participant as follows: former spouse
4. Alternate Payee resides at 1025 Walnut Street, 1'" Floor, Lemoyne, PA
17043.
Alternate Payee's social security Ilumber is: 175-46-4521
Alternate Payee's date of birth is: March 27, 1954
5, Participant's last known mailing address is: 7965 Somerset StrE)et,
Hummelstown, Pennsylvania 17036.
Participant's social security number is: 180-40-7629
Participant's date of birth is: November 13, 1950.
IT IS ORDERED THAT:
A. Fifty percent (50%) of the vested balance credited :to the account of
Participant in the Plan, net of any loan outstanding on the )l,ssignment Date or
consented to by the Alternate Payee between the Assignment Date and the date
of Distribution to Alternate Payee (the *Assigned Benefit"), be assigned to and
become the property of Alternate Payee effective as at August 1, 2000 (the
"Assignment Date"), The Assigned Benefit will be separ~ted from the
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Participants account pro-rata from all funds (the Loan Fund will not be used in
the pro-ration).
8. The Assigned Benefit shall be adjusted for experience gains or losses of
the Plan trust from the Assignment Date to the date hereof.
C. From the date hereof to the date of distribution to Alternate Payee the
Plan shall separately account for the Assigned Benefit. .
D. If the Plan so provides the Assigned Benefit shall be disbursed in one
sum to Alternate Payee as soon as practicable, If the Plan dqes not provide for
an immediate lump sum payment. Alternate Payee may hereafter elect to receive
any form of benefit then offered by the Plan payable at the earliest date permitted
bylaw.
E. If Alternate Payee dies before the full amount of the AssignBd Benefit
has been disbursed to Alternate Payee the balance of the Assi eneflt shall
be paid to Justin Richard Close unless such beneficiary s redeee se
Alternate Payee in which case the Assigned Benefit s e . aid A ernate
Payee's estate.
CONSENTED TO:
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