HomeMy WebLinkAbout01-2266 FX
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IN THE COURT OF COMMON PLEAS
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OF CUMBERLAND COUNTY
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STATE OF
PENNA.
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HELEN ELYKAUFFMAN,
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Plaintiff
No.
01-2266 CIVIL TERM
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VERSUS
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CLINTON E. KAUFFMAN,
Defendant
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DECREE IN
DIVORCE
NOW'-PJ,~ d,
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AND
2003 IT IS ORDERED AND
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DECREED THAT
HELEN ELY KAUFFMAN
, PLAINTIFF,
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CLINTON E. KAUFFMAN
AND
, DEFENDANT,
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ARE DIVORCED FROM THE BONDS OF MATRIMONY.
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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;
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None. The Marital Settlement Agreement dated October 8, 2003 shall be
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incorporated, but not merged, into this Decree in Divorce.
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HELEN EL Y KAUFFMAN
Plaintiff,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
v.
CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
Defendant.
NO.01-.J.:U.c. Civil 2001
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
foregoing 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 in divorce or annulment may be entered against you by the
court. A judgment may also be entered against you for any other claim or reliefrequested in
these papers by the plaintiff. You may lose money or other property or other rights important to
you, including custody or visitation of your children.
When the ground for the divorce is indignities or irretrievable breakdown of the marriage,
you may request marriage counseling. A list of marriage counselors is available in the Office of
the Prothonotary at:
Office of the Prothonotary
Cumberland County Court House
Carlisle, Pennsylvania 17013
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY,
LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED,
YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE 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
Telephone: (717) 249-3166
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HELEN EL Y KAUFFMAN
Plaintiff,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
v.
CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
Defendant.
No. o/..J,:U (.. Civil 2001
IN DIVORCE
NOTICE OF AVAILABILITY OF COUNSELING
TO THE WITHIN-NAMED DEFENDANT:
You have been named as the Defendant in a Complaint in a divorce proceeding filed in
the Court of Common Pleas of Cumberland County. This notice is to advise you that in
accordance with Section 3302(d) of the Divorce Code, you may request that the court require you
and your spouse to attend marriage counseling prior to a divorce being handed down by the court.
A list of professional marriage counselors is available at the Domestic Relations Office, 13 North
Hanover Street, Carlisle, Pennsylvania. You are advised that this list is kept as a convenience to
you and you are not bound to choose a counselor from this list. All necessary arrangements and
the cost of counseling sessions are to be bome by you and your spouse.
If you desire to pursue counseling, you must make your request for counseling within
twenty days of the date on which you receive this notice. Failure to do so will constitute a waiver
of your right to request counseling.
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HELEN EL Y KAUFFMAN
Plaintiff,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
v.
CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
Defendant.
No. b/..2:1f./., Civil 2001
IN DIVORCE
COMPLAINT IN DIVORCE UNDER ~ 3301 (c) or ~ 3301 (d) OF THE DIVORCE CODE
Plaintiff, by and through her attomey, Melissa Peel Greevy, respectfully represents:
1. Plaintiff is Helen Ely Kauffman, who currently resides at 49 Winchester Gardens,
Carlisle, Cumberland County, Pennsylvania, since February 9, 2001.
2. Defendant is Clinton E. Kauffman, who currently resides at R.R. 2 Box 762 New
Bloomfield, Perry County, Pennsylvania, since 1996.
3. Plaintiffs Social Security Number is 173-48-9300.
4. Defendant's Social Security Number is 176-44-1014.
5. Plaintiff and Defendant have both been bona fide residents of the Commonwealth
of Pennsylvania for a period of more than six months immediately preceding the filing of this
Complaint.
6. The parties were married on August 8, 1981, in Millmont, Union County,
Pennsylvania.
7. Plaintiff and Defendant are the parents of two children who reside with
Defendant: :
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Anthony William Kauffinan age 17 Born: 6/1/83
Drew Benjamin Kauffinan age 12 Born 3/24/89.
8. Neither Plaintiff nor Defendant is in the military or naval service of the United
States or its allies within the provisions of the Soldiers' and Sailors' Civil Relief Act of the
Congress of 1940 and its amendments.
9. There have been no prior actions of divorce or annulment between the parties.
10. The marriage is irretrievably broken.
11. Plaintiff has been advised that counseling is available and that Plaintiff may have
the right to request the court require the parties to participate in counseling.
12. Plaintiff requests the court to enter a decree of divorce.
WHEREFORE, Plaintiff requests your Honorable Court to enter a Decree in Divorce,
divorcing Plaintiff and Defendant.
COUNT II
EOUIT ABLE DISTRIBUTION
14. Paragraphs I through 12 ofthis Complaint are incorporated by reference as
though set forth at length.
15. Plaintiff and Defendant have acquired property during the course of their marriage
until the date of their separation.
16. Plaintiff and Defendant have not reached an agreement as to an equitable division
of said property.
WHEREFORE, Plaintiff requests your Honorable Court to equitably divide all marital
property.
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COUNT III
ALIMONY
17. Paragraphs 1-16, inclusive, of the Complaint, are incorporated by reference as if
the sarne were set forth herein at length.
18. Plaintiff is employed as a librarian earning a gross annual income of $35,808.
19. Defendant is employed as a school psychologist earning an approximate gross
income of$54,818.
20. Plaintifflacks sufficient property to provide for her reasonable means and is
unable to support herself through appropriate employment.
29. Plaintiff requires reasonable support to adequately maintain herself in accordance
with the standard of living established during the marriage.
WHEREFORE, Plaintiff respectfully requests your Honorable Court to enter an award of
alimony in her favor.
I verifY that the statements made in this Complaint are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. S 4904, relating to
unsworn falsification to authorities.
Date: ~III 2-ovl
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Helen E. Kauffinan- Plaintiff
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Respectfully submitted,
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Me issa Peel Greevy, EsqUIre
J.D. No. 77950
214 Senate Avenue Suite 105
Camp Hill, PA 17011-2336
(717) 763-8995
Counsel for the Plaintiff
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HELEN EL Y KAUFFMAN,
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
No. 01-2266 CIVIL TERM
V.
CLINTON E. KAUFFMAN,
Defendant.
IN DIVORCE
ACCEPTANCE OF SERVICE
I accept service of the Complaint in Divorce. I certify that I am authorized to accept
service on behalf of the Defendant.
Date: 1 (1011//
Carol J. Un ay, squire
Supreme Curt. D. No.
II East Hi treet
Carlisle, P A 17013
Counsel for Defendant
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Johnson, Duffie, Stewart & Weidner
By: Melissa Peel Greevy
LD. No. 77950
301 Market Street
P. O. Box 109
Lemoyne, Pennsylvania 17043-0109
(717) 761-4540
Attorneys for Plaintiff
HELEN EL Y KAUFFMAN,
IN THE COURT OF COMMON PLEAS OF THE
CUMBERLAND COUNTY. PENNSYLVANIA
Plaintiff
NO. 01-2266 CIVIL TERM
v.
CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
IN DIVORCE
Defendant
AFFIDA VIT OF CONSENT
1.
18.2001.
A Complaint in Divorce under Section 3301 (c) of the Divorce Code was filed on or about April
2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety days have elapsed
from the date of filing and service the Complaint.
3. I consent to the entry of a final Decree in Divorce after service of notice of intention to request
entry of the Decree.
4. I have been advised of the availability of marriage counseling. understand that the Court
maintains a list of marriage counselors and that I may request the Court require my spouse and I to
participate in counseling and, being so advised, I do not request that the Court require that my spouse and I
participate in counseling prior to the divorce becoming final.
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. 94904 relating to unsworn falsification to
authorities.
Date:
10/!//J ~
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Helen Iy Kauffma ,Plaintiff
:219359
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By: Melissa Peel Greevy
. J.D. No. 77950
301 Market Street
P. O. Box 109
Lemoyne, Pennsylvania 17043-0109
(717) 761-4540
Attorneys for Plaintiff
HELEN EL Y KAUFFMAN,
IN THE COURT OF COMMON PLEAS OF THE
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
NO. 01-2266 CIVIL TERM
v.
CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
IN DIVORCE
Defendant
WAIVER OF NOTICE OF INTENTION TO
REQUEST ENTRY OF A DIVORCE DECREE
UNDER SECTION 3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final Decree in Divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or
expenses if I do not claim them before a divorce is granted.
3. I understand that I will not be divorced until a Divorce Decree is entered by the Court and that
a copy of the Decree will be sent to me immediately after it is filed with the Prothonotary.
I verify that the statements made in this Affidavit are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa.C.S. 94904 relating to unsworn falsification to
authorities.
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Helen E Kauffman, laintiff
Date:
:219359-2
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& LINDSAY
ATIORNEYS-AT_LAW
26 W. High Street
Carlisle, P A
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HELEN EL Y KAUFFMAN,
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 01-2266 CIVIL TERM
Plaintiff
v.
: CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
: IN DIVORCE
Defendant
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under 93301 (c) of the Divorce Code was filed
on April 18, 2001.
2. The marriage of plaintiff and defendant is irretrievably broken and
ninety days have elapsed from the date of filing and service of the Complaint.
3. I consent to the entry of a final Decree in 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 to the
best of my knowledge, information and belief. I understand 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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Clinton E. Kauffman, Defendant
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HELEN EL Y KAUFFMAN,
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 01-2266 CIVIL TERM
Plaintiff
v.
: CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
: IN DIVORCE
Defendant
WAIVER OF NOTICE OF INTENTION TO REQUEST
ENTRY OF A DIVORCE 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 conceming alimony, division of
property, lawyer's fees or expenses if I do not claim them before a divorce is
granted.
3. I understand that I will not be divorced until a Divorce Decree is
entered by the Court and that a copy of the Decree will be sent to me
immediately after it is filed with the Prothonotary.
I verify that the statements made in this Affidavit are true and correct to the
best of my knowledge, information and belief. I understand 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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Clinton E. Kauffman, Defendant
Date: /0 / ;).~);:; f9D- J.
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MAr 4 2004
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CML ACTION - LAW
Helen Elv Kauffman
Plaintiff
VS.
NO. 01-2266
Clinton E. :Kauffman
Defendant
IN DIVORCE
AND NOW, this day of , the parties, Helen Ely
Kauffman, Plaintiff and Clinton E. Kauffman, Defendant, do hereby Agree and Stipulate as
follows:
1. The Defendant, Clinton E. Kauffman (hereinafter referred to as "Member") is a member
of the Commonwealth of Pennsylvania, Public School Employees' Retirement System (hereinafter
referred to as "PSERS").
2. PSERS, as a creature of statute, is controlled by the Public School Employees'
Retirement Code, 24 Pa. C.S. ~~8101 et. sea. ("Retirement Code").
3. Member's date of birth is January 21, 1959, and his Social Security number is 176-44-
1014.
4. The Plaintiff, Helen Ely Kauffman (hereinafter referred to as "Alternate Payee") is the
fonner spouse of Member. Alternate Payee's date of birth is September 28, 1956, and her Social
Security number is 173-48-9300.
5. Member's last known mailing address is:
RR2, Box 762
New Bloomfield, PA 17068-9652
6. Alternate Payee's current mailing address is:
49 Winchester Gardens
Carlisle, PA 17013
EXHIBIT "An
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It is the responsibility of Alternate Payee to keep a current mailing address on file with
PSERS at all times.
7. (a) The marital property component of Member's retirement benefit is equal to the
Member's retirement benefit accrued on February 1, 2001, to connence on or after the Member's
superannuation age. The Member's retirement benefit accrued on February 1, 2001, shall be
based upon the final average salary as of February 1, 2001, and based upon the years of service
under PSERS as of February 1, 2001.
(b) The portion of the marital property component of Member's retirement benefit to
be allocated to the Alternate Payee as her equitable distribution portion of this marital asset is
25%.
8. Member's retirement benefit is defined as all monies paid to or on behalf of Member by
PSERS, including any lump sum withdrawals or scheduled or ad hoc increases, but excluding the
disability portion of any disability annuities paid to Member by PSERS or any deferred
compensation benefits paid to Member by PSERS. The equitable distribution portion of the
marital property component of Member's retirement benefit, as set forth in Paragraph 7,
multiplied by a reduction factor (calculated to provide benefits actuarially equivalent to an
annuity starting at the Member's superannuation age) if payments commence to Member before
his superannuation age, shall be payable to Alternate Payee. Payments to Alternate Payee shall
commence as soon as administratively feasible on or about the date the Member actually enters
pay status and PSERS approves a Domestic Relations Order incorporating this Stipulation and
Agreement, whichever is later.
9. Member hereby nominates Alternate Payee as an irrevocable beneficiary to the extent
of Alternate Payee's equitable distribution portion of Member's retirement benefit for any death
benefits payable by PSERS if the Member dies before his benefits commence. This nomination
shall become effective upon approval by the Secretary of the Retirement Board, or his authorized
representative, of any Domestic Relations Order incorporating this Stipulation and Agreement.
The balance of any death benefit remaining after the allocation of Alternate Payee's equitable
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distribution portion ("Balance") shall be paid to the beneficiaries named by Member on the last
Nomination of Beneficiaries Form med with the Retirement Board prior to Member's death.
(a) If the last Nomination of Beneficiaries Form filed by Member prior to Member's
death (a) predates any approved Domestic Relations Order incorporating this Stipulation and
Agreement, and (b) names Alternate Payee as a beneficiary, then: (1) the terms ofthe Domestic
Relations Order shall alone govern Alternate Payee's share of any death benefit, and (2) for
purposes of paying the Balance via the last Nomination of Beneficiaries Form filed with the
Retirement Board prior to Member's death, Alternate Payee shall be treated as if Alternate Payee
predeceased Member. No portion of the Balance shall be payable to Alternate Payee's estate.
(b) In addition, Member shall execute and deliver to Alternate Payee an
authorization, in a form acceptable to PSERS, which will authorize PSERS to release to Alternate
Payee all relevant information concerning Member's retirement account. Alternate Payee shall
deliver the authorization to PSERS which will allow the Alternate Payee to check that she has
been and continues to be properly nominated under this paragraph.
10. The term and amounts of Member's retirement benefits payable after PSERS approves
a Domestic Relations Order incorporating this Stipulation and Agreement and after Member files
a retirement application with PSERS shall be in accordance with Paragraphs 10(a), 10(b) and
1 O( c) as follows:
(a) Member may elect to receive, by lump sum, all or a portion of his accumulated
deductions.
The portion of the accumulated deductions to be paid to the Alternate Payee shall
be determined by multiplying (1) by (2) by (3) where (1), (2) and (3) are as follows:
(1) Accumulated deductions on February 1, 2001, accumulated with interest at
the statutory rate (currently 4% per annum) compounded annually from February 1, 2001, until
the date payments co=ence to the Member.
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(2) 25% (the portion of the marital component of Member's retirement benefits
allocated to Alternate Payee in accordance with Paragraph 7(b).
(3) Ratio obtained by dividing amount of accumulated deductions the Member
elects to receive by the total amount of his accumulated deductions on the date payments
commence to the Member.
(b) The excess of the present value ofthe equitable distribution portion ofthe
Member's retirement benefit (based upon a maximum single life annuity) assigned to the
Alternate Payee over the portion of the accumulated deductions paid to the Alternate Payee
(pursuant to Paragraph 10(al) shall be used to provide the Alternate Payee with an annuity
payable to her as long as she lives. The Alternate Payee shall share in any scheduled or ad hoc
increases to the extent of her equitable distribution portion ofthe Member's benefit.
(c) The excess of the present value of the Member's retirement benefit (based upon a
maximum single life annuity) over the present value of the equitable distribution portion of the
Member's benefit assigned to the Alternate Payee shall be used to provide the Member with an
annuity based upon the retirement option selected by the Member.
11. Alternate Payee may not exercise any right, privilege or option offered by PSERS.
PSERS shall issue individual tax forms to Member and Alternate Payee for amounts paid to each.
12. In the event of the death of Alternate Payee, any death benefit payable to Alternate
Payee by PSERS by reason ofthe Member's death before the date benefits commence to him shall
be paid to Alternate Payee's estate to the extent of Alternate Payee's equitable distribution
portion of Member's retirement benefit.
13. In no event shall Alternate Payee have greater benefits or rights other than those
which are available to Member. Alternate Payee is riot entitled to any benefit not otherwise
provided by PSERS. The Alternate Payee is only entitled to the specific benefits offered by
PSERS as provided in this Order. All other rights, privileges and options offered by PSERS not
granted to Alternate Payee by this Order are preserved for Member.
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14. It is specifically intended and agreed by the parties hereto that this Order:
(a) Does not require PSERS to provide any type or form of benefit, or any option not
otherwise provided under the Retirement Code;
(b) Does not require PSERS to provide increased benefits (determined on the basis of
actuarial value) unless increased benefits are paid to Member based upon cost ofliving or
increases based on other than actuarial values.
15. The parties intend and agree that the terms of this Stipulation and Agreement shall be
approved, adopted and entered as a Domestic Relations Order.
16. The Court of Co=on Pleas of Cumberland County, Pennsylvania, shall retain
jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and
Agreement, but only for the purpose of establishing it or maintaining it as a Domestic Relations
Order; provided, however, that no such amendment shall require PSERS to provide any type or
form of benefit, or any option not otherwise provided by PSERS, and further provided that no such
amendment or right of the Court to so amend will invalidate this existing Order.
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17. Upon entry as a Domestic Relations Order, a certified copy ofthe Domestic Relations
Order and this Stipulation and Agreement and any attendant documents shall be served upon
PSERS i=ediately. The Domestic Relations Order shall take effect immediately upon PSERS
approval and PSERS approval of any attendant documents and then shall remain in effect until
further Order of the Court.
WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation
and Agreement, do hereunto place their hands and seals.
BY THE COURT
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.johnson, Duffie, Stewart & Weidner
By: Melissa Peel Greevy
J.D. No. 77950
301 Market Street
P. O. Box 109
Lemoyne, Pennsylvania 17043-0109
(717) 761-4540
Attorneys for Plaintiff
Plaintiff
IN THE COURT OF COMMON PLEAS OF THE
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 01-2266 CIVIL TERM
CIVIL ACTION - LAW
IN DIVORCE
HELEN EL Y KAUFFMAN,
v.
CLINTON E. KAUFFMAN,
Defendant
MOTION FOR ENTRY OF ORDER UPON STIPULA TION
AND NOW, comes Helen Ely Kauffman, by and through her attorneys, Johnson, Duffie, Stewart &
Weidner, and moves your Honorable Court to enter an Order upon Stipulation for the entry of a Domestic
Relations Order entered between Plaintiff and Defendant, a copy of which is attached hereto and marked as
Exhibit "A".
Date: March 1, 2004
Melissa Peel Greevy
Attorney 1.0. No. 77950
301 Market Street
Post Office Box 109
Lemoyne, PA 17043-0109
(717) 761-4540
Attorney for Plaintiff
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CERTIFICA TE OF SERVICE
AND NOW, this 1st day of March, 2004, the undersigned does hereby certify that she did this date
serve a copy of the foregoing Motion for Entry of Order upon Stipulation upon the other parties of record by
causing same to be deposited in the .United States Mail, first class postage prepaid, at Lemoyne,
Pennsylvania, addressed as follows:
Carol J. Lindsay, Esquire
Said is, Shuff, Flower & Lindsay
26 West High Street
Carlisle, PA 17013
Melissa Peel Greevy
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Johnson, Duffie, Stewart & Weidner
By: Melissa Peel Greevy
LD. No. 77950
301 Market Street
P. O. Box 109
Lemoyne, Pennsylvania 17043-0109
(717) 761-4540
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Attorneys for Plaintiff
Plaintiff
IN THE COURT OF COMMON PLEAS OF THE
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 01-2266 CIVIL TERM
HELEN EL Y KAUFFMAN,
v.
CIVIL ACTION - LAW
CLINTON E. KAUFFMAN,
IN DIVORCE
Defendant
MARITAL SETTLEMENT AGREEMENT
THIS AGREEMENT, made thism day of Or -Ir ~ ' 2003, by and between HELEN
EL Y KAUFFMAN of Carlisle, Pennsylvania, (hereinafter "WIFE") and CLINTON E. KAUFFMAN, of New
Bloomfield, Pennsylvania, (hereinafter "HUSBAND");
WITNESSETH:
WHEREAS, the parties hereto were married on August 8, 1981, in Millmont, Union County,
Pennsylvania; and
WHEREAS, a divorce action was filed by WIFE on or about April 18, 2001, in the Cumberland
County Court of Common Pleas, and docketed at 01-2266 Civil Term; and
WHEReAS, there is one minor child of the marriage, DREW BENJAMIN KAUFFMAN, born March
24, 1989 ; and
WHEREAS, difficulties have arisen between the parties and it is therefore their intention to live
separate and apart for the rest of their lives and the parties are desirousof settling completely the economic
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and other rights and obligations between each other, including but not limited to: the equitable distribution of
the marital property; past, present, and future spousal support; alimony, alimony pendente lite, and in
general, any and all other claims and possible claims by one against the other or against their respective
estates; and
NOW THEREFORE, in consideration of the covenants and promises hereinafter to be kept and
performed by each party and for other good and valuable consideration, the parties, intending to be legally
bound hereby, the parties do hereby agree as follows:
1. ADVICE OF COUNSEL.
The provisions of this agreement and their legal effect has been fully explained to the parties by their
counsel. HUSBAND is represented by Saidis, Shuff, Flower and Lindsay. WIFE is represented by Johnson
Duffie, Stewart & Weidner.
Each party acknowledges that he or she has had the opportunity to discuss with counsel of their
choosing, the concept of marital property under Pennsylvania law and each is aware of his or her right to
have the real and/or personal property, estate and assets, earnings and income of the other assessed or
evaluated by the courts of this Commonwealth or any other court of competent jurisdiction.
The parties further declare that each is executing the Agreement freely and voluntarily having
obtained sufficient knowledge and disclosure of their respective legal rights and obligations. The parties
each acknowledge that this Agreement is fair and equitable and is not the result of any fraud, coercion,
duress, undue influence or collusion.
2. DIVORCE ACTION.
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The parties acknowledge that their marriage is irretrievably broken and that they shall secure a
mutual consent no fault divorce pursuant to S 3301 (c) of the Divorce Code. The parties agree to execute
Affidavits of Consent for divorce and Waiver of Notice of Intention to Request Entry of a Divorce Decree
contemporaneously with the execution of this Marital Settlement Agreement.
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This Agreement shall remain in full force and effect after such time as a final decree in divorce may
be entered with respect to the parties. The parties agree that the terms of this Agreement shall be
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incorporated into any Divorce Decree which may be entered with respect to them and specifically referenced
in the Divorce Decree. This Agreement shall not merge with the Divorce Decree, but shall continue to have
independent contractual significance.
3. DATE OF EXECUTION.
The "date of execution" or "execution date" of this Agreement shall be defined as the date upon
which it is executed by the parties if they have each executed the Agreement on the same date. Otherwise,
the "date of execution" or "execution date" of this Agreement shall be defined as the date of execution by the
last party executing this Agreement.
4. MUTUAL RELEASES.
Each party absolutely and unconditionally releases the other and the estate of the other from any and
all rights and obligations which either may have for past, present, or future obligations, arising out of the
marital relationship or otherwise, including all rights and benefits under the Pennsylvania Divorce Code of
1980, and amendments excepts as described herein.
Each party absolutely and unconditionally releases the other and his or her heirs, executors and
estate from any claims arising by virtue of the marital relationship of the parties. The above release shall be
effective whether such claims arise by way of widow's or widower's rights, family exemption, or under the
intestate laws, or the right to take against the spouse's will, or the right to treat a life time conveyance by the
other as testamentary, or all other rights of a surviving spouse to participate in a deceased spouse's estate,
whether arising under the laws of Pennsylvania, any state. Commonwealth, or territory of the United States
or any other country.
Except for any cause of action for divorce which either party may have or claim to have, each party
gives to the other by the execution of this Agreement an absolute and unconditional release from all claims
whatsoever, in law or in equity which either party now has against the other.
5. FINANCIAL DISCLOSURE.
The parties represent and warrant that each have made full and fair disclosure to the other of his or
her respective income, assets and liabilities, whether such are held jointly or in the name of one party alone.
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Neither party wishes to make or append hereto any further enumeration or statement. Each party warrants
that he or she is not aware of any marital asset which is not identified in this Agreement. The parties confirm
that each has relied on the accuracy of the financial disclosure of the other as an inducement to the
execution of this Agreement. Each party understands that he/she had the right to obtain from the other party
a complete inventory or list of all property that either or both parties owned at the time of separation or
currently and that each party had the right to have all such property valued by means of appraisals or
otherwise. Both parties understand that they have a right to have a court hold hearings and make decisions
on the matters covered by this Agreement. Both parties hereby acknowledge that this Agreement is fair and
equitable, and the terms adequately provide for his or her interests, and that this Agreement is not the result
of fraud, duress, or undue influence exercised by either party upon the other or by any person or persons
upon either party. Each party further covenants and agrees for himself and herself and his or her heirs,
executors, administrators or assigns, that he or she will never at any time hereafter sue the other party or his
or her heirs, executors or assigns, in action of contention, direct or indirect, and allege therein that there was
a denial of any rights to full disclosure, or that there was any fraud, duress, undue influence, or that there
was a failure to have available full, proper and independent representation by legal counsel.
6. SEPARA nON-INTERFERENCE.
WIFE and HUSBAND may and shall, at all times hereafter, live separate and apart. They shall be
free from any interference, direct or indirect, by the other in all respects as if fully as if they were unmarried.
Each may, for his or her separate use or benefit, conduct carry on and engage in any business, occupation,
profession or employment which to him or her may seem advisable. WIFE and HUSBAND shall not harass,
disturb or malign each other or the respective families of each other.
7. DEBTS.
HUSBAND will assume full responsibility for payment of the A T & T Master Card balance from
February 1, 2001 forward. HUSBAND shall indemnify and save WIFE harmless from any and all claims and
demands made against her by reason of such debts or obligation.
The parties agree that they shall take prompt action regarding any remaining joint credit accounts
which have not been closed and agree that they shall immediately close such accounts, including, but not
limited to, the A T & T Master Card referenced above.
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The parties agree that the equitable distribution plan contained in this Agreement provides, among
other things, consideration in a fashion that is fair and equitable to the parties, payments made by
HUSBAND on WIFE'S vehicle loan and taxes paid by WIFE, during separation.
HUSBAND represents and warrants to WIFE that in the future he will not, contract or incur any debt
or liability for which WIFE or her estate might be responsible, and he shall indemnify and save WIFE
harmless from any and all claims and demands made against her by reason of such debts or obligations
incurred by him since the date of their final separation, February 1, 2001.
WIFE represents and warrants to HUSBAND that since the filing of the Divorce she has not and in
the future will not, contract or incur any debt or liability for which HUSBAND or his estate might be
responsible, and she shall indemnify and save HUSBAND harmless from any and all claims and demands
made against him by reason of such debts or obligations incurred by her since the date of final separation,
on or about February 1, 2001.
8. RETIREMENT BENEFITS.
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HUSBAND is vested in the Public School Employees' Retirement System, herein after "PSERS",
which benefits are a marital asset. The present value of these benefits as of January 27, 2003 was eighty six
thousand, eight hundred forty four dollars and thirty five cents ($86,844.35). The parties have elected not to
rely on the values stated for the pensions and retirement benefits, but rather have reached this agreement
as a compromise as more specifically detailed herein. HUSBAND and WIFE agree that WIFE will receive,
via a Qualified Domestic Relations Order, to be prepared by counsel for HUSBAND, 25% of the marital
value of HUSBAND'S PSERS pension. The "marital value" is defined as a fraction, the numerator of which
is the number of months of the parties' marriage prior to separation, and the denominator of which is the
total number of months of service HUSBAND had with the employers. The parties agree that HUSBAND will
designate WIFE as the survivor beneficiary of her portion of HUSBAND'S pension.
WIFE is a participant in the Federal Employees Retirement System, which benefits the parties agree
are partly marital and partly non-marital. The present value of these benefits as of December 30, 2002 was
twenty two thousand two hundred eighty three dollars and twenty one cents($22,283.21). WIFE also owns
a Thrift Savings Plan for Federal Employees, which balance through April 30, 2001 was eight thousand two
hundred eighty six dollars ($8,286). The parties recognize and agree that the separation date value of this
account is subject to fluctuation due to market conditions and fluctuation in the stock market. HUSBAND
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specifically waives any and all right, title or interest in WIFE'S FERS benefits and Thrift Savings Plans
benefits earned by WIFE before, during and after their separation.
9. LIQUID MARITAL ASSETS.
The parties have agree that they had joint checking and savings accounts and that previously
existing joint accounts and individual accounts have been divided to their satisfaction. Any individual
accounts owned by the parties shall become the sole and separate property of the party in whose name the
account is currently titled. Both parties waive any rights they may have to the bank or credit union
account( s) of the other.
10. AUTOMOBILES.
HUSBAND and WIFE agree that HUSBAND will retain the value of the 1997 Saturn, which is
unencumbered. HUSBAND shall be solely responsible for all costs associated with the vehicle, to include
registration, maintenance, and insurance related to the vehicle. WIFE agrees to execute any documents
needed to effect the transfer of all of her right, title and interest in said vehicle to. HUSBAND alone.
HUSBAND and WIFE agree that WIFE shall retain the value of the Erie insurance benefits received
in the amount of four thousand five hundred seventy one dollars and seventy eight cents.($4571.78) at the
time that the 1991 Buick was "totaled" on July 12, 2001.
11. THE MARITAL HOME.
The parties are the owners of a residence, which is marital property, located at R. R. 2 New
Bloomfield, Perry County, Pennsylvania. The parties stipulate and agree that HUSBAND will refinance the
marital home in his name alone and that the settlement shall occur no later than sixty (60) days from the
date of the execution of the Marital Settlement Agreement. The parties stipulate and agree that for the
purposes of this settlement the value of the home shall be one hundred fifteen thousand ($115,000) dollars.
WIFE shall receive one half of the equity value ( i.e. one half of the difference between $115,000 and the
payoff on the first mortgage at the time of settlement), less an offset in the amount of two thousand seven
hundred eighty one ($2781) dollars. In the event that HUSBAND elects to take a loan in a smaller amount
to avoid payment of private mortgage insurance the balance due and owing to WIFE to equal her fifty (50%)
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percent of her equity, will be divided into equal monthly payments to be paid over a36 month period. The
payments due shall be mailed to WIFE, commencing the first calendar day of the month following
settlement. The parties agree that this payment received by WIFE from HUSBAND is equitable distribution
of her interest in the marital home, and therefore intend that for federal income tax purposes, it shall not be
treated as taxable income to WIFE, nor as deductible from HUSBAND'S income.
12. POST-NUPTIAL AGREEMENTS.
The parties acknowledge that there were claims made by each that certain documents were valid
post nuptial agreements and that each had disputed the validity of these agreements. The parties stipulate
and agree that by the execution of this Marital Settlement Agreement, the "Postnuptial Property Agreement"
of August 12, 1999 is modified and now subject to the terms of this present Marital Settlement Agreement
datedtx.h4v. g2003.
The parties further stipulate and agree that the Post Nuptial Agreement of June 25, 1983is modified
and now subject to the terms of this present Marital Settlement Agreement datel2r~ [,2003. The
parties acknowledge that WIFE is a co- owner, with her brother, of an undivided half interest in real estate
in Union County, Pennsylvania, owned by various members of her family prior to her marriage to HUSBAND.
HUSBAND waives any and all right, title or interest in the real estate tracts totaling approximately 170 acres,
in Hartley Township, Union county deeded to WIFE and her brother, David K. Ely in a deed dated May 21,
1983, recorded in Record Book 159, Page 160, Union County Pennsylvania on September 13,1983.
13. HOUSEHOLD GOODS AND PERSONAL PROPERTY.
The parties agree that they have previously divided the household goods, and personal property to
their mutual satisfaction. The parties agree that this distribution of goods and personal property is
satisfactory and equitable.
14. ALIMONY.
HUSBAND and WIFE waive now and forever, any and all right or claim, past or future, to support
from the other, whether the claim be in the form of alimony, alimony pendente lite, or spousal support.
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15. PAST DUE TAXES.
The parties have heretofore filed joint Federal and state tax returns. Both parties agree that in the
event any deficiency in Federal, state or local income tax is proposed, or any assessment of any such tax is
made against them, each will indemnify and hold harmless the other from and against any loss or Iiabiiity for
any such tax deficiency or asselisment and any interest, penalty and expense incurred in connection
therewith. Such tax, interest, penalty or expense shall be paid solely and entirely by the individual who is
finally determined to be the cause of the misrepresentations or failures to disclose the nature and extent of
his or her separate income on the aforesaid joint returns.
16. COOPERATION.
WIFE and HUSBAND shall mutually cooperate with each other in order to carry through the terms of
the Agreement, including but not limited to the signing of documents. The parties will sign Affidavits of
Consent and Waivers of Notice of Intent to Request Entry of a Divorce Decree contemporaneously with the
execution of this Agreement.
17. ATTORNEY FEES. COURT COSTS.
Each party hereby agrees to be solely responsible for his or her own counsel fees, costs and
expenses. Neither shall seek contribution thereto from the other party except as otherwise expressly
provided herein.
18. ATTORNEYS' FEES FOR ENFORCEMENT.
In the event that either party breaches any provisions of this Agreement and the other party retains
counsel to assist in enforcing the terms thereof, the breaching party will pay all reasonable attorneys' fees,
court costs and expenses (including interest and travel costs, if applicable) which are incurred by the other
party in enforcing the Agreement, whether enforcement is ultimately achieved by litigation or by amicable
resolution. However, the alleged breaching party shall not be required to pay the other party's attorney's
fees, costs and expenses in the absence of a written demand by one party to the other providing fourteen
days to compiy and a subsequent written demand provided to the counsel of record. Demand shall be
adequate if it is sent via certified mail and provides at least fourteen (14) calendar days from the date of
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mailing for compliance. For purposes of this provision, and in absence of notice to Defendant to the
contrary, the presumptive correct mailing address for notice to the Plaintiff shall be:
Helen Ely Kauffman
49 Winchester Gardens
Carlisle, PA 17013
For purposes of this provision, and in absence of notice to the Plaintiff to the 'contrary, the
presumptive correct mailing address for notice to the Defendant shall be:
Clinton E. Kauffman
R. R. 2 Box 762
New Bloomfield, PA 17068-9652
In absence of a notice to the other party of change of address, a breaching or alleged breaching
party shall not be relieved of 'obligation for attorney's fees, costs and expenses under this paragraph for
failure to receive written demand.
It is the specific Agreement and intent of the parties that a breaching or wrongdoing party shall bear
the obligation of any and all costs, expenses and reasonable counsel fees incurred by the non breaching
party in protecting and enforcing his or her rights under this Agreement.
19. WAIVER OF RIGHTS.
Both parties hereby waive the following procedural rights:
(a) The right to obtain an inventory and the appraisement of all marital and non-
marital property;
(b) The right to obtain an income and expense statement of either party;
(c) The right to have all property identified and appraised;
(d) The right to further discovery as provided by the Pennsylvania Rules of Civil
Procedure and the Pennsylvania Divorce Code, including but not limited to, written
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interrogatories, motions for production of documents, the taking of oral deposition, any all
other means of discovery permitted under the law;
(e) The right to have the court make all determinations regarding marital and non-
marital property, equitable distribution, spousal support, alimony pendente lite, alimony,
counsel fees and costs and expenses.
20. 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 bestricken from
this Agreement, and in all other respects this Agreement shall be. valid and continue in full force, effect and
operation.
21. APPLICABLE LAW.
This Agreement shall be construed under the laws of the Commonwealth of Pennsylvania.
22. 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 for herein.
23. CONTRACT INTERPRETATION.
For purposes of contract interpretation and for the purpose of resolving any ambiguity herein, the
parties agree that this Agreement was prepared jointly by the parties.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals of the day first written
above.
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Clinton E. Kauffman
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF trm&/d ().JtIl
On the ~{:~ day of J 11: ti,dL , 2003, before me, a Notary Public in and for the
Commonwealth of Pennsylvania, the undersigned officer, personally appeared HELEN EL Y KAUFFMAN
known to me (or satisfactorily proven) to be one of the parties executing the foregoing instrument, and she
acknowledges the foregoing instrument to be her free act and deed.
ss.
IN WITNESS WHEREOF, I have hereunto set my hand an notarial seal the day and year first above
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NotariaJ Seal
I ~ K Myers, Notary Public
~''''''''' 80m, Curnbeltand County
My ComrnJsslon Exp!rss Dec. 2, 2006
Member, PennsyivanJa AseacIaIIon Of Natsries
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COMMONWEA71H OF PENNSYLVANIA :
COUNTY OF Wh1Jl.Jv~ ss.
On the 6~y of () al- ,2003, before me, a Notary Public in and for the
Commonwealth of Pennsylvania, the undersigned officer, personally appeared CLINTON E. KAUFFMAN,
known to me (or satisfactorily proven) to be one of the parties executing the foregoing instrument, and he
acknowledges the foregoing instrumentto be his free act and deed.
IN WITNESS WHEREOF, I have hereunto set my hand an notarial seal the day and year first above
written.
NOTARIAL SEAL "i
RENEE L. MURRAY, Notary Pool! '
Carlisle Bow, Cumberland County, PA I
My Commission Expires 000. 13,.2(j~.!
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HELEN ELY KAUFEMAN,
IN THE COURT OF CCMMON PLEAS OF
CUMBERLAND COUNI'Y, PENNSYLVANIA
Plaintiff
NO. 01-2266 CIVIL TERM
vs.
CLINTON E. KAUFEMAN,
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:
1. Grounds for divorce: irretrievable breakdown under Section 3301 (c)
~ of the Divorce Code. (Strike out inapplicable section)
2. Date and manner of service of the complaint: Acceptance of Service signed by
Defendant's counsel on 4/30/01 and filed with this Court on 5/15/01.
3. Complete either Paragraph A. or B.
A. Date of execution of the affidavit of consent required by Section
3301 (c) of the Divorce Code: by the plaintiff
10/8/03
by the defendant
10/22/03
B. (I) Date of execution of the plaintiff's affidavit required by
Section 3301 (d) of the Divorce Code:
(2) Date of service of the plaintiff's affidavit upon the defendant:
4. Related claims pending:
None: The Marital Settlement Agreement dated
October 8, 2003 shall be incorporated, but not merged, into the Decree in Divorce.
,
5. Indicate date and manner of service of the notice of intention to file
praecipe to transmit record. and attach a copy of said notice under Section
3301 (d)(l)(i) of the Divorce Code waiver of Notice signed by Plaintiff on 10/8/03 and
filed concurrently herewith; Waiver of Notice signed by Defendant on 10/22/03 and
filed concurrently herewith.
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Attorney for. Plaintiff'~
Melissa Peel Greevy Atty ID #77950
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