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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
STATE OF
PENNA.
DENNIS F. IEZZI,
Plaintiff
N o. ..9.~.::-.?9..8.8... CI.Y..I.J:.........
Versus
JOAN EMILIE IEZZI,
....... p~ J:ElnClclIl!;..
AND NOW,
DECREE IN
D I V 0 R C E o:f):Lj:1 p./II.
....~..f..........., ~. :2.0.03, it is ordered and
decreed that.. . . . .. . . . P~.~~~~. .F: ~ . ~.E.~~~. . . .. . . . . .. . . . . . . . . ", plaintiff,
and. . . . . . . . . . . ~~~~. ~!YI.~~~~. .~E~~.I. . . . . . . . . . . . . . . . . . . . . . . . . " defendant,
are divorced from the bonds of matrimony.
The court retains jurisdiction of the following claims which have
been raised of record in this action for which a final order has not yet
been entered;
Postnuptial Agreement dated 17 March 2003, is hereby
. . . . . . . . . . . . . . . . " " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
incorporated into the Final Divorce Decree.
. . . . . . . .. . -\ ,..~ ';,' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
By
Attest:
Prothonotary
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
vs.
: No. 2001-5988 Civil Term
In Divorce
JOAN EMILIE IEZZI
POSTNTTPTTAT AGREEMENT ~
This Agreement is made and concluded this J1J!. day of '-/j/p .
, 2003, by and
between DENNIS F. IEZZI, of Berks County, Pennsylvania, (hereinafter referred to as
"HUSBAND"); and JOAN EMILIE IEZZI, of Bainbridge, Lancaster County, Pennsylvania,
(hereinafter referred to as "WIFE").
WITNESSETH:
WHEREAS, the parties hereto are HUSBAND and WIFE, and the father and mother
respectively of two (2) emancipated children; and
WHEREAS, unfortunate and irreconcilable differences have arisen between the parties
hereto by reason of which continued cohabitation as HUSBAND and WIFE has been rendered
impossible; and
WHEREAS, the said parties have agreed on a settlement of all property rights and
differences existing between them; and
WHEREAS, the parties hereto intend this Agreement to be a full, complete, and valid
Postnuptial Agreement, providing for the absolute and final settlement of all their respective
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property rights and all claims for spousal support, alimo~y pendente lite, alimony, and counsel
fees, costs and expenses;
NOW, THEREFORE, with the foregoing recitals being hereinafter incorporated by
reference and deemed as an essential part hereof, and intending to be legally bound hereby, and
for other good and sufficient consideration, the receipt whereof is hereby acknowledged, the
parties being separately advised and represented by counsel, mutually agree as follows:
1. NO-PAlH T mVORf'p 1TNT)FR SPf'TTON ;;01 (c) OF THF T)OMFSTlC'
RFT ATTONS f'OT)F OF PFNNSVT VANTA. HUSBAND and WIFE agree that HUSBAND
shall secure a no-fault divorce based upon the irretrievable breakdown of their marriage.
HUSBAND and WIFE further agree to execute their respective Affidavits of Consent and
Waivers under Section 3301(c) of The Domestic Relations Code of Pennsylvania and to execute
any and all other documents necessary under existing Rules of Pennsylvania Civil Procedure and
local Rules of the Court of Common Pleas of Cumberland County, Pennsylvania, in orderto
allow HUSBAND to file all such documents in the Court of Common Pleas of Cumberland
County, Pennsylvania, to obtain a final Decree in Divorce from the Court of Common Pleas of
Cumberland County, Pennsylvania. Neither HUSBAND nor WIFE shall either directly or
indirectly permit the withdrawal of their respective Affidavits of Consent or of any and all other
documents executed by HUSBAND and WIFE subsequent to the execution of the documents.
2. T)A TF OF FXFf'T TTTON. 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
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date" of this Agreement shall be defined as the d~te of e~ecution by the party last executing this
Agreement.
3. RF A! FST A TF/FS('ROW A(,(,OTTNT The parties' former marital residence has
been sold, and the net proceeds from the sale of the marital real estate have been deposited into a
joint Escrow Account maintained through the Bank of Lancaster County in the amount of
approximately Thirty-Six Thousand Seven Hundred Fifty ($36,750.00) Dollars, including a
separate down payment check in the amount of Two Thousand ($2,000.00) Dollars. The parties
have agreed that the entire Escrow Account and down payment check shall be transferred in full
to WIFE upon execution of this Agreement and delivery to HUSBAND'S counsel ofthe
agreement to terminate the existing alimony pendente lite order which was entered through the
Lancaster County Domestic Relations Office upon the entry of a final decree in divorce.
HUSBAND'S counsel shall execute any withdrawal slips or other documents necessary to
liquidate the existing escrow funds.
4. PFRSONAT PROPFRTY. The parties have heretofore divided between themselves
all of their marital and non-marital personal property. Each is to retain what personal property he
or she has in his or her present possession.
Each does hereby specifically waive, release, renounce, and forever abandon whatever
claims, if any, he or she may have with respect to any items which are in the possession of the
other.
5. MOTOR VFHW! FS. The 1998 Acura CL automobile shall henceforth belong solely
and exclusively to HUSBAND alone, and WIFE hereby relinquishes, remises, quitclaims, and
discharges any and all interest in and to the said vehicle. HUSBAND shall be solely and
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exclusively responsible for the outstanding obligation with respect to the Acura vehicle and shall
indemnify and save harmless WIFE with regard toahy and all paymentS, attorney's fees, or
expenses of any kind, with regard to this obligation. WIFE shall execute any title documents as
requested by HUSBAND upon proof of HUSBAND'S removal of WIFE from the existing auto
liability.
WIFE shall retain the 1993 Mercury Villager van titled in WIFE'S name and shall save
and hold harmless HUSBAND with regard to any debts, liabilities, or obligations of any kind
relating to the van.
6. R FTTR FMFNT A (TOT fNTS. Both parties are participants in the PSERS Retirement
System pursuant to their employment in the teaching field. Both parties have submitted their
Retirement Account information to consulting actuary Harry M. Leister, Jr., for purposes of
preparing a present value calculation. Pursuant to the resolution of the parties' equitable
distribution claim and based upon the valuation prepared by Mr. Leister, the parties have agreed
that WIFE shall retain her PSERS Retirement Plan in full and, in addition, shall receive a specific
distribution from the portion of HUSBAND'S Retirement Plan funded by HUSBAND'S
contribution and interest. Specifically, the parties have agreed that WIFE shall receive the sum
of Fifty-Two Thousand ($52,000.00) Dollars as of January 17,2003, and shall receive all interest
accumulated to this amount from January 17,2003 to the date of distribution from HUSBAND'S
Account to WIFE which is anticipated to occur on or about the date of HUSBAND'S retirement.
The current interest rate accruing under the contributions and interest portion of the Retirement
Plan is four (4%) percent and there is no current indication that said interest rate shall be
modified or amended. In the event the interest rate shall be revised by the Retirement Plan,
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WIFE'S accumulation shall be based upon the r~vised i~terest rate upon until the date of
distribution. WIFE'S distribution shall be received in a single lump sum and shall include the
principal amount of Fifty-Two Thousand ($52,000.00) Dollars, plus accumulated interest to be
withdrawn in a lump sum from HUSBAND'S contribution and interest account. WIFE'S
counsel shall prepare the necessary Domestic Relations Order subject to approval by the PSERS
Retirement Administrator. In the event of a dispute with regard to the language or preparation of
the Domestic Relations Order, the parties shall refer the dispute to Harry M. Leister, Jr., and shall
share equally Mr. Leister's expense.
With the exception ofthe distribution as set forth above from the contribution interest
portion of HUSBAND'S Retirement Plan, HUSBAND shall retain the remainder of his
Retirement Plan, including the remaining portion ofthe contributions and interest and the
balance of the benefit funded by the Commonwealth of Pennsylvania. In addition, both parties
shall retain any TSA account balances which they have accumulated. It is the understanding of
both parties that both accounts have been initiated and accumulated by the respective parties
subsequent to the parties' marital separation. Both parties shall execute any documents necessary
to evidence a waiver of any claim to the other's respective Retirement Accounts and benefits,
except as set forth under this Agreement.
7. SFPARA TF ASSFTS. The parties hereby agree that, as to all assets not specifically
mentioned herein, including tenn and whole life insurance policies, which are presently titled in
the sole name of one of the parties hereto or, if untitled, are presently in the sole possession of
one of the parties hereto, the party not having title thereto or possession thereof hereby waives,
releases. relinquishes and forever abandons any and all claims therein, including any claim to
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death benefits, and acknowledges that the party having title or possession of such items shall be
the sole and exclusive owner thereof.
8. AFTFR-AI'QTTTRFD PROPFRTY. Each ofthe 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 ofthe same as fully and effectively, in all respects and for all purposes, as
though he or she were urunarried.
9. mVTSTON OF SA VTNGS AND I'HH'KTNG AI'I'OTTNTS. All savings and checking
accounts in the joint names of HUSBAND and WIFE have been closed, and the funds deposited
therein withdrawn and divided between the parties heretofore.
All savings and checking accounts in the individual names of HUSBAND and WIFE
shall remain the separate property of each, independent of any claims or rights of the other.
10. SPOTTS AT STTPPORT/AT TMONY PFNDFNTF T TTF/AT TMONY. There is
currently an Order entered through the Lancaster County Domestic Relations Section in favor of
WIFE for alimony pendente lite in the amount of Three Hundred Thirty Dollars and 72/100
($330.72) bi-weekly, which Order was effective as of June 1,2002. The parties have agreed that
pursuant to the overall terms of their economic settlement, and specifically, based upon WIFE'S
receipt of the entire cash Escrow Account and HUSBAND'S assumption, payment, and release
of WIFE from all marital liabilities, including joint and individual credit card obligations, as well
as all educational loans, that the existing Order for alimony pendente lite shall terminate upon the
entry of a final decree in divorce, which is anticipated to occur during the month of February,
2003. The termination of the Domestic Relations Order shall be subject to HUSBAND'S
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payment of any outstanding arrearage, as well as any unreimbursed medical expenses which may
be due and owing, as well as costs due to the County of Lancaster.
Further, pursuant to the specific terms of the parties' Postnuptial Agreement, WIFE
hereby waives any further claim to spousal support, alimony pendente lite, and/or alimony, so
long as HUSBAND has fulfilled his obligation to transfer the entire cash Escrow Account to
WIFE and to assume and satisfY and hold WIFE harmless with regard to all marital debts and
obligations. WIFE'S waiver of the claim to further support and/or maintenance is specifically
premised and in consideration of HUSBAND'S assumption of the marital debt. In the event that
HUSBAND shall default under his obligation, WIFE is hereby specifically granted leave to
petition a court of competent jurisdiction to open the alimony provisions of this settlement.
HUSBAND, likewise, waives any claim which he may have with regard to spousal
support, alimony pendente lite and/or alimony based upon HUSBAND'S higher income and
superior earning capability.
The parties further agree and understand that, upon the entry of a final decree in divorce,
each shall be responsible for their own major medical and health insurance coverages and that
each shall be responsible for the payment of their own unreimbursed medical bills and expenses.
I I. OJ JTST ANDING DFRTS. HUSBAND shall assume the following obligations and
shall save and hold harmless WIFE from any claim or demand therefore, whatsoever.
lrerlitnr
Ar.c-mmt Nllmhpr
H::Il::1nc-f' Owin~
First USA (WIFE'S name) 4417124138108326 $18,458.00
(Paid by WIFE through January, 2003, a copy of which statement is attached hereto as part of
Exhibit "A")
Capital One (WIFE'S name) 4305-7218-2742-9346 $ 2,667.00
(Paid by WIFE through January, 2003, a copy of which statement is attached hereto as part of
Exhibit "A")
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Capital One
Capital One
Sallie Mae Education Loans (2)
U.S. Department of Education Loans (3)
Knight Tuition Plan Loan
Vehicle loan for Acura
$ 9,88\.00
$
$ 9,888.00
$19,34 \.00
$
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The parties hereto specifically agree that HUSBAND'S assumption of the instant
obligations is in lieu of on-going spousal support, maintenance, or alimony obligations, and
accordingly, HUSBAND'S obligation to save and hold hannless WIFE with regard to these
liabilities shall not be subject to discharge in the event of bankruptcy filing on behalf of
HUSBAND. Said payments by HUSBAND are specifically in the nature of spousal support
and/or maintenance and are in lieu of an on-going alimony obligation. HUSBAND further agrees
and understands that the payments required under this paragraph must be made and satisfied in a
timely fashion so that WIFE'S credit rating shall not be adversely impacted. In the event that
WIFE shall, nonetheless, be required to make payment upon any of the above obligations despite
HUSBAND'S assumption of these liabilities, WIFE shall be entitled to recover all said payments
pursuant to the initiation and re-opening of her alimony claim under the above paragraph 10.
12. RRFM'H. If either party hereto breaches any provision hereof, then the non-
breaching party shall have the right. at his or her election, to sue for damages for said breach, or
seek such other remedies or relief as may be available to him or her, and the defaulting party
shall be responsible for payment of all legal fees and costs incurred by the other party in
enforcing his or her rights under this Agreement.
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13. W ATVFR OF PFNNSYT VANTA mVORrF rOOF RTGHTS. All property set apart
herein either now or in the future as the separate property of either HUSBAND or WIFE and all
property now owned by or titled to HUSBAND or WIFE individually and all property acquired
by HUSBAND or WIFE individually at anytime after the execution of this Agreement shall
remain the separate property of HUSBAND or WIFE and shall under no circumstances be
considered as or deemed to be or construed to be "marital property" as that term is used in the
Pennsylvania "Divorce Code" and such property shall expressly not be subject to equitable
distribution nor shall any appreciation in value of such property be subject to equitable
distribution. This Agreement shall be deemed to be and construed to be a valid Agreement for
the purpose of waiving the provisions concerning equitable distribution as that term is used in the
Pennsylvania Divorce Code.
14. msrr OSTTRF. Each of the parties hereto agrees that he or she has made a full and
complete disclosure to the other of all assets and liabilities whether joint or individual of each
party and each party further acknowledges that he or she is satisfied that such complete
disclosure has been made.
15. TNrORPORATTON TN lTTnGMFNT FOR mVORrF. In the event either
HUSBAND or WIFE at any time hereafter obtains a divorce in the cause presently or hereafter
pending between them, this Agreement and all of its provisions may be incorporated for the
purposes of enforcement only, but not merged, into any such judgment for divorce, either directly
or by reference. The Court on entry of the judgment for divorce shall retain the right to enforce
the provisions and the terms of the Agreement.
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16. r01lNSFI FFFS. Each party hereto agrees to be responsible for his or her own
legal fees and expenses.
17. PFR SON A I RIGHTS, Each party shall be free from all interference, authority, and
control, direct or indirect, by the other, as fully as if he or she were single and unmarried.
Neither party shall disturb, malign, or molest the other, or compel or endeavor to compel the
other to cohabit or dwell with him or her, or to interfere with the occupation, friendships, society,
or acquaintances which either of the parties hereto may choose to have from this day forward.
18. FXFrlTTION OF nOrlTMFNTS. Each party shall, upon the reasonable request of
the other party or his or her designees, promptly make, execute and deliver any papers,
documents and instruments and perform such acts as may be reasonably necessary or desirable
for the purpose of giving full force and effect to the provisions of this Agreement and to carry out
the intent of the parties as expressed herein.
19. PARTIA T !NV A I TOTTY. If any provision of this Agreement is held to be invalid or
unenforceable, all other provisions shall nevertheless continue in full force and effect.
20. W A TVFR OF FST A TF rT A TMS Each party hereby waives, releases, and
relinquishes any and all rights that he or she may now have, or hereafter acquire as the other
party's spouse under the present or future laws of any jurisdiction, including. but not limited to,
the following:
(A) To elect or take against any will or codicils of the other party. now or
hereafter in force.
(B) To share in the other party's estate in the case of intestacy.
(C) To act as executor or administrator of the other party's estate.
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21. STTT lS. This Agreement shall be construed and governed in accordance with the
laws of the Commonwealth of Pennsylvania.
22. C'ONSTRT JlTTON This Agreement shall not be construed against either party as the
party preparing it, it being agreed that both parties have participated fully in the preparation
thereof.
23. FNTTRF AGRFFMFNT. 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.
24. RFPRFSFNT A TTON. Each party acknowledges that this Agreement has been
entered into freely and voluntarily with full knowledge of the facts and full information as to the
legal rights and liabilities of each (having been advised by his or her individual attorney, Pyfer &
Reese in the case of WIFE, and Max 1. Smith, Jr., Esquire, in the case of HUSBAND), and that
each hereby certifies that he or she has fully read this Agreement, understands the same and
believes the same to be reasonable under the circumstances.
25. RTNnTNG FFFFC'T. The terms, provisions and conditions of this Agreement shall
be binding upon any and all of the heirs, executors, administrators, successors or assigns of either
of the respective parties hereto, except as otherwise herein provided.
26. MOOTFTlATTON ANn WATVFR. 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
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any of the provisions of this Agreement shall not be construed as a waiver of any subsequent
default of the same or similar nature.
27. FNFORrFMFNT. The parties hereto agree that the provisions of this Agreement
may be entered and enforced by an appropriate court order at the action of the entitled party and
against the obligated party, as the case may be, in the instance in question, when any problem
anses.
28. Pl TRPOSF. This Agreement constitutes the entire understanding between the parties
and there are no covenants, conditions, representations or agreements, oral or written of any
nature whatsoever, other than those herein contained. The provisions of this Agreement are
intended to consider, determine, and distribute all of the assets of the parties hereto as a part of
the terms of this Postnuptial Agreement. This Agreement is intended by the parties hereto to be a
valid Postnuptial Agreement, providing for the absolute and final settlement of their respective
property and rights, except with regard to matters which may be specifically subject to further
review and consideration under the terms of this Agreement. This Agreement is not intended to
be a mere Separation Agreement.
29. TNTFNTTON Each of the parties hereto intends to be legally bound hereby, and this
Agreement shall be binding upon the heirs, personal representatives and assigns of the respective
parties hereto.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and
year first above written.
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This Agreement is executed in duplicate, and in counterparts, and HUSBAND and WIFE,
as parties hereto, acknowledge the receipt of a duly executed copy hereof, and acknowledge that
each copy shall constitute an original.
Witnesses:
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Lhtcp14V\'
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On this, th~ day of _ Y\VJ
SS:
,2003, before me, a Notary Public, the
undersigned officer, personally appeared DENNIS F. IEZZI, known to me, (or satisfactorily
proven) to be the person whose name is subscribed to the within Postnuptial Agreement, and
acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
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NOTARIAL SEAL
H~~HELLE ELUOTT, NOTARY PUBLIC
MY c~ij~~~~~ ~:'~~~NJ~~~~~:~
COMMONWEALTH OF PENNSYLVANIA:
Notary Public
SS:
COUNTY OF LANCASTER ~
On this, the / 1 ~ay of ~/ ~...
,2003, before me, a Notary Public, the
undersigned officer, personally appeared JOAN EMILIE IEZZI, known to me, (or satisfactorily
proven) to be the person whose name is subscribed to the within Postnuptial Agreement, and
acknowledged that she executed the same for the purposes therein contained.
NOTARIAL SEAL
Troupler R. Wilkinson, Notary Public
Lancaster City, Lancaster County, PA
My Commission Expires April 24, 2004
IN WITNESS WHEREOF, I have n my hand and notarial seal.
- -)M7~//~ f U/;jjAVl ~
otary Public
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EXHIBIT A
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1-"rev\OUS Balance
Payments, Credits and Adjustments
;.r:tnsactions
Finance Charges
$2,667.98
$47.00
$25.00
121.77
12,667.75
159.00
January 11, 2003
17,300
$4,632.25
11,460
11,460.00
:.JeW Balance
:\tlrrimum Amourrt Due
Payment Due Date
Toral Credit Line
Total Available Credit
Credit Line fa, Cash
AV,l.i1able Credit for Cash
At your service
To all Customer Relations or to re~rt a lost or 5tolen cud:
1-800-955-7070
F,)r free online aCCiJunt sccvice and. special customer offers, log on to:
....ww.ClpiuJone.;:om
S~nJpaymalt> to:
Ann: Reminance Proccuing
Cnritll OneServi.:a
P.O. B,);(85147
RlchUlond., VA 23276
Scnd inquiria to:
Capital One Service
P,Q.Box85015
Richmond, VA 23285-5015
Important Account Information
It'$ Capital One Bowl Week time again! Tune in to ESPN,
ESPN2, and ABC starting Decembe, 17 for the best in
p05t-se:1S0n college footb:lll action, to see your favorite teams
fIght for bowl championships, and for college football's
ultimate prize: the BCS National Championship. And on
New Year's Day, be sure to tune into ABC to watch the
Capital One Bowl live from Orlando, Florida!
'"
~
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PLATINUM VISA ACCOUNT
4305-7218-2742-9346
NOV 13 - DEC 12, 2002
Page: 1 of 1
Payments, Credits and Adjustments
1 11 DEC PAYMENT RECEIVED - THANK YOU
$47.0n
Your scheduled payment has not been received. Please remit the amount due appearing on this statement. If
you have already made your payment, please accept our thanks.
Transactions
2 12 DEC
PAST DUE FEE
$25.00
You were assessed a past due fee of $25.00 on 12112/2002 because your minimum payment was not
received by the due date of 12/12/2002.
Finance Charges
Plt!tut! see U"J'mt! Jidl!ftr im/"1rftmt in!mlUlfir;n
PURCHASES
CASH
Bd/lll/Ur.ztl
dP/"itdJ(J
$2,675.36
$.00
FINANC!;:
CHARGE
S21.77
$,00
Pm',Ji(
r,Itt
ClATupmlJillC
.1PR
9.90"!'~
19.80'1-0
.02712%
.05425%
ANNUAL PERCENT AGE RATE applied this period
9.90%
CapitalOne"
" PLEASE RETURN PORTION BELOW WITH PAYMENT. "
0000000 0 4305721827429346 12 2667750047000059005
New Balance
Mir.imum Amount Due
Payment Due Date
S2,667.i5
159.00
January 11, 2003
Total enclosed
Account Number:
1
4305-7218-2742-9346
-,
Capital One Bank
P,O, Box 851~7
Richmond, VA 23276
1.,1,1.,11".1.11...1.11..11."11",11.,,11...11,,,11,..11".1
111,,,11,,,,,,11,,,111
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#903~71~78~238088# MAIL ID NUM8ER
EMILIE IEZZI
PO BOX 21
BAINBRIDGE PA 17502-0021
1."111.,.1,1.1.11"",1,111,.,11".,,1.1,.,11,.1,1.,,111,/,,1
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New_.6alance Payment Due Date
/$18,458.3t', 01103/03
'f .,--
A~':'~I~nclo'.d 1$
Paat Due Amount Minimum Payment
$0.00 $369.00
I Make your check payable t~ Arst U8'A Bank, N.....
, New address or e-mail? Prlnl on back
.l'.U.~.l.
UJ.Ll...
FIRST USA BANK, Nil
P.O. BOX 15163
WilMINGTON DE 1 M86.5153
1",111,1,.1.,1,1,.1.,11",1,1,."11,1,1,.,11,,1,1,,.11,,11.,1
441712413810832600036900018458315
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EMIliE F IEZZI
PO BOX 21
BAINBRIDGE PA 17502.0021
21354~6
1,.,111..,1,1,1.11,.".1.111,.,11",.,1,1.,.11,,1,1,.,111.1.,1
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Statement Date:
Payment Due Date:
Minimum Payment Due:
11109102 . 12109102
01103103
$369.00
CUSTOMER SERVICE
In U.S. 1.800.677.7101
E.paftol1.888.446.3308
TDD 1.800.955-8060
Outside U.S. call collect
1.302.594.8200
I
VISA ACCOUNT SUMMARY
Previous Balance $18,683.04
Payment., Credits . $373.00
Purchnses, CaBh, Debita + $0,00
Finance Oharges + $148,27
New Balanc. $18,458.31
Account Number:
Total Oredit Une
Available Credit
CaBh Acceas Line
Available for Cash
4417124138108326
$27,000
$8,541
$5,400
$5,400
ACCOUNT INQUIRIES
P,o. Box 8650
Wilmington, DE 19899-8650
PAYMENT ADDRESS
P.O. Box 15153
WIlmington, DE 19886-5153
VISIT US AT:
www.fireIU8!l.lIom
ECARD REWARDS SUMMARY
ECARD REBATE:
$
.00
TRANSACTIONS
11(25 7441712NT016JSFFP
12109
Merchant Name or Transaction Description
PAYMENT. THANK YOU
'FINANCE CHARGE'
Amount
Credit Debit
$373.00
Trans
Date Reference Number
107.29
Oategory
Purchase8
FINANCE CHARGES
Dally Penodlc Rate
31 days In cycle
.02737%
.05477%
.02737%
.02190%
.02737%
Oorrespondlng APR
Cash advances
Promotional purchases
Promolional purchases
Promotional purchases
Total finance charges
Elfeollve Annua' Percentage Ral. (APR): 9.40%
Grace Period Type: A (Please Bee back of sfatsmenf lor the Grace P"rlod explanation.)
The Corresponding APR " the rate of Interest you pay when you carry a balance on purchases or cash advances.
The Effective APR represents your total finance charges ~ Including transaction fees Buch ft8 CAsh advance and balance trnnsfer
feel. expressed as a peraentag-e.
9.99%
19.99%
9.99%
7.99%
9.99%
PERIODIC RATE(S) AND APR(S) MAY VARY
Average Dally Balance
Previous Cycl. Current Cycle FINANCE CHARGES
$0.00 $12,643.83 $107.29
$0.00 $0.00 $0.00
!0.00 $412.09 $3.49
0.00 $5,503.61 $37.36
0.00 $15.07 $0.13
$148.27
IMPORTANT NEWS
THE YEAR END SUMMARY, A RECAP OF All YOUR 2002 CREDIT CARD
CHARGES, IS ONE OF THE GREAT BENEFITB WE OFFER OUR VALUED
CAROM EMBERS. YOUR COpy CAN BE ORDERED UNTll3/15i2003.
Cilll1.877.YES.3505 NOW. ORDERS Will BE PROCESSEO BEGINNING
JANUARY 2003. PlEASE AllOW 6-8 WEEKS FOR DEliVERY.
GET A FREE CREDIT REPORT WHEN YOU TRY PRIVACYGUARD FRAUD
PROTECTION FOR 30 DAYS FOR ONlY $1. DISCOVER THE SECURITY
OF KNOWING YOUR PERSONAl RECORDS STAY ACCURATE. CAll 1.888-
430.3980. OFFER NOT VAliD IN CA. EXPIRES 03-01.03. FIRST USA
IS NOT ASSOCIATED WITH PRIVACYGUARD OR ITS AFFIliATES
ORDER 4.6 OZ OMAHA STEAKS FilET MIGNONS ON SAlE FOR
$39.99 AND GET 6.4 OZ BURGERS FREEl CAlL 1.800-228.9065 AND
ASK FOR '4381AWN. ADD $9.99 STD. SIH PER ADDRESS. liMIT 2.
EXPIRES 1/31103. FIRST USA BANK, N.A.IS NOT AFFiliATED
WITH OMAHA STEAKS.
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January 23, 2003
J{p,ylJank Wi/\
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74-5 .'\~.hlntlc i\....(\r:l:!! \~... .F;~'i
aO,...Wi"1 .'i11\ \)2 \ ~ 1.;:i':\S
Mr. Dennis Iezzi
A-6 700 union Street
Birdsboro, PA 19508
lei f117 :~4is.(lOLCi
:\00 Kl~Y-U,:~~r.J
Fn:(' f, j 7 34l:l.IjOZO
RE: Achiever Loan
Account # E 1894-17717-01
Student: Casey Iezzi
Dear Mr. Iezzi:
This will acknowledge your recent request regarding the above-referenced account.
Below is the account statement you requested which summarizes the total payments
received and how they have been applied to thIs account from its inception to the present
date.
C..h Paymant. r.ceived during the periods
Total of payment. roceived
principal Repai~ . . . .
Interest pai~ tor period
Late and Other Charge. ,
Insurance pr.~~ paid
Fee. Pai~ . . , . . . .
Le.t Payment Date
Loans Advance~ (tor the period) ,
Principal Balane. (not a payoff tigur.)4
Accrued Intere.t (prior month end) . . .
(07/JO/9~ to 01/23/03)
$ 9,75~.67
$ ~/OU.1J
$ 5,678,55
$ 0.00
SO.OO
$ 55.00
12/31/0J
$ 9,180.00
$ 5,158.88
$ 0.89
If you have any other questions regarding your account, please contact our Office at 300-
KEY.LE;-..1) (539-5363). ext. 6408 or the address indicated above.
SIncerely,
Key Educatlon Resources
KER/ms
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZI,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
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. Ground for divorce: irretrievable breakdown under Section (X) 3301 (c)
( ) 3301 (d) of the Divorce Code. (Check applicable section).
2. Date and manner of service of the complaint: Bv certified mail on October 26.
2001.
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 Plaintiff March 2. 2003 ; by Defendant March 17. 2003
(b)(1) Date of execution of the Plaintiffs 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
CIlw ~~
Attorney for (X) Plamtl
( ) Defendant
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DENNIS F.lEZZI,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001- 5tj~ Civil Term
CIVa ACTION - LAW
IN DIVORCE
JOAN EMalE IEZZI,
Defendant
NOTICE TO DEFEND AND CLAIM RIGHTS
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims
set forth in the following pages, you must take prompt action. You are warned that if you
fail to do so, the case may proceed without you and a decree of divorce or annulment may
be entered against you by the court. A judgment may also be entered against you for any
other claim or relief requested in these papers by the plaintiff. You may lose money or
property or other rights important to you, including custody or visitation of your children.
When the ground for the divorce is indignities or irretrievable breakdown of
marriage, you must request marriage counseling. A list of marriage counselors is avail-
able in the Office of the Prothonotary at
CUMBERLAND COUNTY COURTHOUSE
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 LlliERTY AVENUE
CARLISLE, PENNSYLVANIA. 17013 ~
0Jr!N\{l1;q
MAX J. SMITH, JR., quire
JARAD W. HANDELMAN, Esquire
Attorney for Plaintiff
P.O. Box 650
Hershey,PA 17033
(717) 533-3280
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vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2001-59Sg Civil Term
DENNIS F. IEZZI,
Plaintiff
JOAN EMILIE IEZZI,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
COMPLAINT IN DIVORCE
AND NOW comes the Plaintiff, DENNIS F. IEZZI, by his attorney, MAX J. SMITH, JR.,
Esquire, and seeks to obtain a Decree in Divorce upon the grounds hereinafter more fully set
forth:
1. The Plaintiff, DENNIS F. IEZZI, is an adult individual and citizen of the United
States of America, whose address is 412 Geary Avenue, New Cumberland, Cumberland County,
Pennsylvania 17070.
2. The Defendant, JOAN EMILIE IEZZI, is an adult individual and citizen of the
United States of America, whose address is 295 S. Second Street, Bainbridge, Lancaster County,
Pennsylvania 17502.
3. Plaintiff and Defendant have been bona fide residents in the Commonwealth of
Pennsylvania for at least six (6) months immediately previous to the filing of this Complaint.
4. Plaintiff and Defendant were married on or about June 22, 1973 in Birdsboro,
Pennsylvania.
5. Plaintiff and Defendant separated on or about August 8, 1998, a period in excess
of two (2) years.
6. Plaintiff avers that there are no children of the parties under the age of 18.
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7. Neither Plaintiff nor Defendant is a member of the United States Armed Services.
8. Plaintiff and Defendant have both been advised of the availability of marital
counseling and that each may have the right to request that the court require the parties to
participate in counseling.
9. Plaintiff avers that there has been no prior action for divorce or annulment of the
marriage filed by either party in this or any other jurisdiction.
10. Plaintiff avers that the marriage is irretrievably broken.
WHEREFORE, Plaintiff prays your Honorable Court to enter a Decree of Divorce from
the bonds of matrimony.
Dated: October 17,2001
{4~
MAX J. SMITH, JR. squIre
LD. No. 32114
JARAD W. HANDELMAN, Esquire
LD. No. 82629
James, Smith, Durkin & Connelly ill'
P.O. Box 650
Hershey, PA 17033
(717) 533-3280
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I verify that the statements made in this Complaint are true and correct. I under-
stand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section
4904, relating to unsworn falsification to authorities.
4~f(~
DENNIS F. IEZZI
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DENNIS F.IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001- 5fft CIVIL TERM
: CIVIL ACTION - LAW
: IN DIVORCE
JOAN EMILIE IEZZI,
Defendant
AFFIDAVIT UNDER SECTION 330Hd) OF THE DIVORCE CODE
NOTICE
If you wish to deny any of the allegations set forth in this Affidavit, you must file a
Counteraffidavit within twenty (20) days after this Affidavit has been served on you or the
allegations will be admitted.
1. A Complaint in Divorce under Sections 3301(c) and 3301(d) of the Divorce
Code was filed on October l:L, 2001.
2. The parties to this action separated on August 8, 1998 and have continued to live
separate and apart for a period of at least two (2) years.
3. The marriage is irretrievably broken.
4. 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.
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: October~, 2001
~~~
DENNIS F. IEZZI
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DENNIS F. IEZZl,
Plaintiff
: IN THE COURT OF COMJvION PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZl,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
CERTIFICATE OF SERVICE
AND NOW, this 18th day of October, 2001, I, MAX J. SMITH, JR., Esquire, Attorney
for Plaintiff, hereby certify that I have this day sent a copy of Complaint in Divorce by depositing
a certified copy of the same in the United States mail, postage prepaid, certified mail #7001 1140
0002 8633 0077 at Hershey, Pennsylvania, addressed to:
Joan Emilie Iezzi
295 S. Second Street
Bainbridge, P A 17502
Mailing and return receipt cards attached hereto.
M:p!PEfl~
l.D. No. 32114
JAMES, SMITH, DURKIN & CONNELLY LLP
P.O. Box 650
Hershey, PA 17033
(717) 533-3280
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
AFFIDAVIT OF CONSENT AND
WAIVER OF COUNSELING
1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on
October 17, 2001.
2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety days
have elapsed since 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.
4. I have been advised ofthe availability of marriage counseling and understand that
I may request that the Court require that my spouse and I participate in counseling. I further
understand that the Court maintains a list of marriage counselors in the Prothonotary's Office,
which list is available to me upon request. Being so advised, I do not request that the Court
require that my spouse and I participate in counseling prior to a decree being handed down by the
Court.
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 Pac C.S. Section 4904, relating to
unsworn falsification to authorities.
Date:
3/.:L.fCJ3
.
L1J.4'
DENNIS F. IEZZI
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZI,
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 Final Decree of Divorce without further notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses ifI 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 Pac C.S. Section 4904, relating to
unsworn falsification to authorities.
Date:
3 /~. /03
.
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DENNIS F. IEZZI 'Yr
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZI,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
AFFIDAVIT OF CONSENT AND
WAIVER OF COUNSELING
1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on
October 17, 2001.
2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety days
have elapsed since 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.
4. I have been advised of the availability of marriage counseling and understand that
I may request that the Court require that my spouse and I participate in counseling. I further
understand that the Court maintains a list of marriage counselors in the Prothonotary's Office,
which list is available to me upon request. Being so advised, I do not request that the Court
require that my spouse and I participate in counseling prior to a decree being handed down by the
Court.
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 Pac C.S. Section 4904, relating to
unsworn falsification to authorities.
Date: , ~ /; ~/q 3
/
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DENNIS F.IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZI,
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 Final Decree of Divorce without further notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses ifI 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 Pac C.S. Section 4904, relating to
unsworn falsification to authorities.
Date: (1 / ~/() 1
JO~~47
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DENNIS F. IEZZI
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
CIVIL ACTION - LAW
VB.
NO. 01 - 5988
CIVIL
19
JOAN EMILIE IEZZI
IN DIVORCE
Defendant
STATUS SHEET
DATE:
ACTIVITIES:
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DENNIS F. IEZZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 5988 CIVIL
JOAN EMILIE IEZZI,
Defendant
IN DIVORCE
TO: Max J. Smith, Jr.
Attorney for Plaintiff
John F. Pyfer, Jr. Attorney for Defendant
DATE: Tuesday, April 16, 2002
CERTIFICATION
I certify that discovery is complete as to the claims
for which the Master has been appointed.
OR IF DISCOVERY IS NOT COMPLETE:
(a) Outline what information is required that is not
complete in order to prepare the case for trial
and indicate whether there are any outstanding
interrogatories or discovery motions.
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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 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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DENNIS F. IEZZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 5988 CIVIL
JOAN EMILIE IEZZI,
Defendant
IN DIVORCE
NOTICE OF PRE-HEARING CONFERENCE
TO: Max J. Smith, Jr.
, Attorney for Plaintiff
John F. pyfer, Jr.
Attorney for Defendant
A pre-hearing conference has been scheduled
at the Office of the Divorce Master, 9 North Hanover Street,
Carlisle, Pennsylvania, on the 18th day of October 2002, at
9:30 a.m., at which time we will review the pre-trial
statements previously filed by counsel, define issues,
identify witnesses, explore the possibility of settlement
and, if necessary, schedule a hearing.
Very truly yours,
Date of Notice: 9/3/02
E. Robert Elicker, II
Divorce Master
~'"'\""<'i"-~ -'1""'-"_''-'''', _ ''''''C?,-'''''''',,-,,--~''''' ,,' "_' i' ,,-.-' ~ ~-=I - -, '.'"
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DENNIS F. IEZZI,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 5988 CIVIL
JOAN EMILIE IEZZI,
Defendant
IN DIVORCE
RESCHEDULED PRE-HEARING CONFERENCE
TO: Max J. Smith, Jr.
, Attorney for Plaintiff
John F. Pyfer, Jr.
Attorney for Defendant
A pre-hearing conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover Street,
Carlisle, Pennsylvania, on the 23rd day of October, 2002, at
1:30 p.m., at which time we will review the pre-trial
statements previously filed by counsel, define issues,
identify witnesses, explore the possibility of settlement
and, if necessary, schedule a hearing.
Very truly yours,
Date of Notice: 10/14/02
E. Robert Elicker, II
Divorce Master
"i!f1i.._"" __-J..Jt,^,_+C'" '\'; !',"'_; -'_,i'..--" ,. ''''O\-'-'':-:_~;:~~t'-';':___,;''_:,':ICF '''-_-,'"'_.''''''
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}AMEs SMITH DuRKIN & CONNELLY UP
Max 1. Smith, Jr.
mjs@jsdc.com
March 20, 2003
Office of Divorce Master
Attn: E. Robert Elicker, II, Esquire
9 North Hanover Street
Carlisle, P A 17013
In re: Iezzi v. Iezzi
No. 2001-5988
In Divorce
Dear Bob:
You may recall the above matter, in which I represent Dennis F. Iezzi, and John Pyfer
represents Joan Emilie Iezzi. The parties had reached an agreement at the pre-trial
conference on January 17,2003 in your office.
Accordingly, I am enclosing three fully executed copies of the Postnuptial Agreement,
and am requesting that the divorce be processed for finalization at your earliest
opportunity. Affidavits of Consent and Waivers of Notice have been filed on behalf of
both parties.
In the event you require anything further from my office to facilitate finalization of the
divorce, kindly advise accordingly.
Thank you for your kind attention and cooperation.
Very truly yours,
JAME~MITH, DIETTERICK & CONNELLY LLP
U Jill
Max J. Smith, Jr.
MJS,Jr.:ams
Enclosures
cc: John F. Pyfer, Jr., Esquire
Dennis F. Iezzi
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JS'}(
134 SIPE AVENUE
HUMMELSTOWN, PA
17036
MAILING ADDRESS
P.O. BOX 650
HERSHEY, PA 17033
TEL. 717.533.3280
FAX 717.533_2795
INFO@JSDLEGAL.COM
WWW.JSDC.COM
GARY L JAMES
MAX J. SMITH, JR.
KAREN DURKIN
JOHN J. CONNELLY, JR.
SCOTT A. DIETTERICK
JAMES F. SPADE
GREGORY K. RICHARDS
SUSAN M. KADEL
JARAD W. HANDELMAN
DONNA M. MULLIN
EDWARD P. SEEBER
NEIL W. YAHN
BERNARD A RYAN, JR,
COURTNEY L. KISHEL
KIMBERLY A. DEWITT
OF COUNSEL:
MANLEY & DEAS, LLC
COLUMBUS, OH
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August 13,2002
VIA FACSIMILE/FIRST CLASS MAIL
Max J. Smith, Jr., Esquire
JAMES, SMITH, DURKIN & CONNELLY LLP
P.O. Box 650
Hershey, PA 17033
Re: Dennis F. Iezzi vs. Joan Emilie Iezzi
Dear Mr. Smith:
We have met at length with Mrs. Iezzi regarding an overall resolution of this matter.
Mrs. Iezzi has authorized us to propose the following:
1. The existing cash escrow account including the additional funds from the real
estate settlement would be released in full to Mrs. Iezzi.
2. Mr. Iezzi would assume the marital debt to include the school loans on which
he is currently paying, as well as the credit cards obligations on which Mrs. Iezzi is
currently paying, which debt now totals approximately $32,000. Mr. Iezzi would need to
make arrangements to remove Mrs. Iezzi's name from the debt or transfer the obligations
into his name.
3. Each party would retain their own PSERS pension benefits subject to a lump
sum transfer from Mr. Iezzi's contributions and interest in the amount of $52,000 with
said transfer to be completed by Domestic Relations Order and completed at the time Mr.
Iezzi elects to receive his payments. The lump sum payment would include interest at the
Plan rate offour (4%) percent from the date of the Postnuptial Agreement to the date of
actual distribution.
4. The current Support Order in the present amount of $330 bi-weekly would
continue for a total period offourteen (14) months from the date of the parties'
Postnuptial Agreement and would continue to be paid through the Lancaster County
Domestic Relations Office.
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Max J. Smith, Ir., Esquire
August 13,2002
Page - 2 -
We would appreciate your rcviev.~ng the above proposal with Mr. Iezzi and if the terms
are satisfactory, we will be happy to prepare the Postnuptial Agreement for the parties'
signatures. We believe the proposal is extremely reasonable and appropriate and provides for
slightly more than fifty (50%) percent of the marital assets to be retained or transferred by Mrs.
Iezzi and with a limited award of alimony as set forth. Please advise at your earliest convenience
given the upcoming requirement for filing of the parties' Pre-Trial Statements.
Thank you.
Very truly yours,
JOHN F. PYFER, JR.
JFPjr/trw
cc Joan Emilie Iezzi
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DENNIS F. IEZZI,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
PLAINTIFF'S PRE-TRIAL STATEMENT
, I. ASSETS
A. MARITAL ASSETS
ASSET VALUE DATE OF NON-MARITAL LIEN
VALUATION PORTION
Proceeds of Sale $34,751.94 Present No No
of Marital
Residence
(Escrow)
PSERS See Leister's Present No No
Retirement (H) Report- Exhibit
"A"
PSERS See Leister's Present No No
Retirement (If) Report ~ Exhibit
"A"
1998 Acura CL Blue Book Value Present No Yes
(H) to be presented
1995 Mercury Blue Book Value Present No Yes
Villager to be presented
B. NON-MARITAL ASSETS
None.
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II. EXPERT WITNESSES
1. The parties will stipulate as to the admission of Harry Leister's pension
valuations, attached hereto as Exhibit "A".
III. NON-EXPERT WITNESSES
1. Plaintiff, Dennis F. Iezzi
2. Defendant, as on cross
IV. EXHIBITS
1. Harry Leister's Report by stipulation.
2. Blue Book Values of automobiles.
3. Wage Statement of Plaintiff, Dennis F. Iezzi.
4. Escrow Account Statement re: proceeds of sale of marital residence.
V. INCOME
See attached wage statement of Plaintiff, Dennis F. Iezzi.
VI. EXPENSES
Plaintiffs itemized average monthly living expenses are as follows:
Rent: $625
Food: $200
Clothing: $50
Water: $20
Electric: $25
Heat (oil): $125
Telephone: $40
Gas: $20
Transportation: $80
':'~";"'->; ~;-'\':---- _1'" _":~''"'o''''_r _,^, ',;, "_","_~":!::',"'!?;_'.",.'''-_',"'':';_'''':,?,~ .!:,,,\:,c;'"-'~~/'I:.?''' ~o "-' " -"-~"-"';'~ ,-"'1'- "-t,,',,"<,.. , .,' ,"~ ,_ ''t- :',. ,-
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Car Loan: $310
Casey and Michael's college loans: $450
VII. COUNSEL FEES
Plaintiff respectfully submits that each party should be responsible for their own attorney
fees in this matter.
VIII. MARITAL DEBTS
Capital One - $9,881
First USA - $20,291
Capital One - $2,802
Sallie Mae student loan - $9,888
U.S. Dept. of Education loan - $19,341
Knight Tuition Plan - unknown
Acura vehicle loan
IX. PROPOSED RESOLUTION
. Plaintiff proposes that the marital assets of the parties be divided such that Defendant shall
receive the net proceeds of sale of the marital residence, and shall retain her pension intact.
Plaintiff shall retain his pension, and shall assume responsibility for payment of the marital
debts, consisting of credit card debts of "=$33,000. This proposal is consistent with an
agreement executed by Plaintiff dated February 28, 2002.
. To the extent the court would require any additional sum payable from Plaintiff to Defendant
to effectuate the equitable division of assets, same would be accomplished by a transfer of a
portion of Defendant's retirement benefit to Plaintiff via a QDRO to be prepared by counsel
for Defendant.
. There shall be no alimony payable by Plaintiff to Defendant.
" '1" ) ~"1-, .c" '-;''''~~,-t-;:, <_" ,-,'-"',"'''''-~'''~?'>'~ ,-~,;." ,-,--,~;"" <;,1,: '"''':'____:_:_:!f''':':'-~:_!"''',-,_'',,'','',''',',,. '"_, "-"_ "I'_'~_ -_ ,-'. ",,-
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. Each party shall pay his/her respective attorney fees, except that Plaintiff should be
reimbursed attorney fees incurred by him to defend Defendant's frivolous objection to venue,
which was a dilatory maneuver designed to extend Plaintiffs APL obligation to Defendant.
Date: Augnst 23, 2002
MAX J. SMITH, JR.
LD. No. 32114
James, Smith, Durkin & Connelly LLP
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
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Conrad M. Siegel. F.S.A.
Harry M. Leister, Jr., F.S,A.
Brian S. Sann, F,S.A.
Clyde E. Gingrich, F.S.A.
Earl L Mummerl, M.A.A.A.
Robert J. Dolan. A.S,A.
David F. Stirling, A.S.A.
Robert J. Mrazik, F.SA
David H.. Killick, F,S.A.
Jeffrey S. Myers, F.SA
rhurr.:Js L. Ziullll<::l'man, FS.A.
Glenn A. Hafer, F.S.A.
Kevin A. Erb, ES.A.
Frank S. Rhodes. FS.A.. AC.A.S.
Holly A. Ross. F.SA
Charles B. Friedlander, F.S.A.
John W. Jeffrey, FS.A.
Denise M. Polin, F.S.A.
Thomas W. Reese, A.5.A.
Janel M. u=ymeister, CE13S
Mark A. Bonsall, F.S.A. '
Jonathan D. Cramer. A.S.A.
John D. Vargo, A.S.A.
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Conrad M. Siegel, Inc.
Actuaries/Benefit Consultants
501 Corporate Circle. P.O. Box 5900. Harrisburg, PA 17110-0900
PHONE (717) 652-5633. FAX (717) 540-9106. www.cmsbenefits.com
February 19, 2002
Max J. Smith, Jr., Esq.
James Smith Durkin & ConnellyLLP
134 Sipe Avenue
Hummelstown, PA 17036
Re: Dennis F. Iezzi v. Joan E. Iezzi
Dear Mr. Smith:
DENNIS F. IEZZI
You provided me with the following information concerning Dennis F. Iezzi:
1. Date of birth - August 12,1950.
2. Date married - June 22, 1973.
3. Date separated - August 8, 1998.
4. Information provided by the Public School Employees' Retirement System
as follows:
a. Years of service - 26.00 as of June 30, 1998.
b. Accumulated contributions plus interest - $65,183 as of June 30, 1998.
c. Final average salary - $68,412 as of June 30, 1998.
Currently, Dennis F. Iezzi is 52 years of age (age nearest birthday).
The Public School Employees' Retirement System is a defined benefit pension
plan. The pension benefit provided upon retirement is based upon the final three-
year average salary and the years of service.
Normal retirement for Dennis F. Iezzi is age 57 (age nearest birthday).
The figure that is marital property for divorce purposes for a defined benefit
pension plan is the present value of the pension earned during the marriage.
The following table shows the pension benefit earned as of June 30, 1998, adjusted
for retirement at ages 57 and 62, the present value of such benefit, the "coverture
fraction" and the present value of the pension earned during the marriage:
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 2
Retirement
Age 57
Age 62
Present Value
Pension Present Value Coverture Pension Earned
Benefit Pension Benefit Fraction During Marriage
Maximum single life $400,602 .96 $384,578
annuity of $3,706
Refund of contributions $409,566 .96 $393,183
plus interest &
maximum single life
annuity of $3,157
Maximum single life $272,052 .96 $261,170
annuity of $3,706
Refund of contributions $279,170 .96 $268,003
plus interest &
maximum single life
annuity of $2,949
The pension benefit earned as of June 30, 1998, takes into account .98 of a year of service
before the date of marriage. Therefore, it is necessary to multiply the present value of the
pension benefit by a "coverture fraction" in order t obtain the present value of the pension
earned during the marriage. The numerator of the "coverture fraction" is 25.02 (the years of
service from the date of marriage until June 30, 1998) and the denominator is 26.00 (the years
of service with PSERS as of June 30, 1998). Thus, the "coverture fraction" is .96 (25.02 divided
by 26.00).
JOAN E. IEZZI
You provided me with the following information concerning Joan E. Iezzi:
1. Date of birth - May 12, 1951.
2. Date married - June 22, 1973.
3. Date separated- August 8, 1998.
4. Information provided by the Public School Employees' Retirement System as follows:
a. Years of service - 12.52 as of June 30, 1998.
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 3
b. Accumulated contributions plus interest - $24,615 as of June 30, 1998.
c. Final average salary - $38,641 as of June 30, 1998.
Currently, Joan E. Iezzi is 51 years of age (age nearest birthday).
The Public School Employees' Retirement System is a defined benefit pension plan. The
pension benefit provided upon retirement is based upon the final three-year average salary
and the years of service.
Normal retirement for Joan E. Iezzi is age 62.
The figure that is marital property for divorce purposes for a defined benefit pension plan is
the present value ofthe pension earned during the marriage.
The following table shows the pension benefit earned as of June 30, 1998, adjusted for
retirement at age 62 and the present value of the pension earned during the marriage:
Retirement
Pension
Benefit
Present Value Pension
Earned Durin" Marria"e
Age 62
Maximum single life
annuity of$1,008
$81,994
Refund of contributions
plus interest & maximum
single life annuity of
$730
$82,863
The pension benefit earned as of June 30, 1998, was earned during the marriage since the date
of marriage preceded the date of hire.
*****
The present value calculations are based upon the assumptions promulgated by the Pension
Benefit Guaranty Corporation for annuity valuations except that mortality was not taken into
account prior to the commencement of the pension. The interest rate is 5.8% per year for 25
years followed by 4.25% per year. The mortality is in accordance with the 1983 Group Annuity
Mortality Table for males with this table rated six years for fernales.
In my opinion, the assumptions promulgated by the Pension Benefit Guaranty Corporation for
annuity valuations are appropriate for the purpose of determining the present values.
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 4
The figures in this report take into account the legislation signed by Gov. Tom Ridge on
May 17, 2001, increasing the pension multiplier from 2.0% to 2.5%.
With best regards,
HML:kad
Yours sincerely,
~/Vl, ~~)\cT'
Harry"Nj.. Leister, Jr., F.S.A.
Cons~ing Actuary
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DENNIS F.IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
CERTIFICATE OF SERVICE
AND NOW, this 23rd day of August, 2002, I, MAX J. SMITH, JR., Esquire, Attorney for
Defendant, hereby certify that I have this day sent a copy ofPlaintifrs Pre-Trial Statement by
depositing a certified copy of the same in the United States mail, postage prepaid, at Hershey,
Pennsylvania, addressed to:
Pyfer & Reese
Attn: John F. Pyfer, Jr., Esquire
128 North Lime Street
P.O. Box 1597
Lancaster, PA 17608-1597
Office of Divorce Master
Attn: E. Robert Elicker, II, Esquire
9 North Hanover Street
Carlisle, PA 17013
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MAX J. S ITH, JR., Es uire
LD. No. 32114
James, Smith, Durkin & Counelly LLP
P.O. Box 650
Hershey, PA 17033
(717) 533-3280
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o I 2303/CCS/drllPostnuptiaVIezzi
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
vs.
: No. 2001-5988 Civil Term
In Divorce
JOAN EMILIE IEZZI
POSTNlJPTTAT AGRFFMFNT d
This Agreement is made and concluded this J1.!!. day of '-!Ifp i
,2003, by and
between DENNIS F. IEZZI, of Berks County, Pennsylvania, (hereinafter referred to as
"HUSBAND"); and JOAN EMILIE IEZZI, of Bainbridge, Lancaster County, Pennsylvania.
(hereinafter referred to as "WIFE").
WITNESSETH:
WHEREAS, the parties hereto are HUSBAND and WIFE, and the father and mother
respectively of two (2) emancipated children; and
WHEREAS, unfortunate and irreconcilable differences have arisen between the parties
hereto by reason of which continued cohabitation as HUSBAND and WIFE has been rendered
impossible; and
WHEREAS, the said parties have agreed on a settlement of all property rights and
differences existing between them; and
WHEREAS, the parties hereto intend this Agreement to be a full, complete, and valid
Postnuptial Agreement, providing for the absolute and final settlement of all thei~ respective
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property rights and all claims for spousal support, alimony pendente lite, alimony, and counsel
fees, costs and expenses;
NOW, THEREFORE, with the foregoing recitals being hereinafter incorporated by
reference and deemed as an essential part hereof, and intending to be legally bound hereby, and
for other good and sufficient consideration, the receipt whereof is hereby acknowledged, the
parties being separately advised and represented by counsel, mutually agree as follows:
1. NO-F AIH T mVORCF TINDFR SFCTION ;;Ol(c) OF THF DOMFSTlC
RFT A TTONS CODF OF PFNNSYT V A NT A. HUSBAND and WIFE agree that HUSBAND
shall secure a no-fault divorce based upon the irretrievable breakdown of their marriage.
HUSBAND and WIFE further agree to execute their respective Affidavits of Consent and
Waivers under Section 3301(c) ofrhe Domestic Relations Code of Pennsylvania and to execute
any and all other documents necessary under existing Rules of Pennsylvania Civil Procedure and
local Rules of the Court of Common Pleas of Cumberland County, Pennsylvania, in order to
allow HUSBAND to file all such documents in the Court of Common Pleas of Cumberland
County, Pennsylvania, to obtain a final Decree in Divorce from the Court of Common Pleas of
Cumberland County, Pennsylvania. Neither HUSBAND nor WIFE shall either directly or
indirectly permit the withdrawal of their respective Affidavits of Consent or of any and all other
documents executed by HUSBAND and WIFE subsequent to the execution of the documents.
2. DA TF OF FXFCTJTTON, 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
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date" of this Agreement shall be defined as the date of execution by the party last executing this
Agreement.
3. RF A [ FST A TFfFSCROW ACCOl TNT. The parties' former marital residence has
been sold, and the net proceeds from the sale ofthe marital real estate have been deposited into a
joint Escrow Account maintained through the Bank of Lancaster County in the amount of
approximately Thirty-Six Thousand Seven Hundred Fifty ($36,750.00) Dollars, including a
separate down payment check in the amount of Two Thousand ($2,000.00) Dollars. The parties
have agreed that the entire Escrow Account and down payment check shall be transferred in full
to WIFE upon execution of this Agreement and delivery to HUSBAND'S counsel of the
agreement to terminate the existing alimony pendente lite order which was entered through the
Lancaster County Domestic Relations Office upon the entry of a final decree in divorce.
HUSBAND'S counsel shall execute any withdrawal slips or other documents necessary to
liquidate the existing escrow funds.
4. PFRSONAf PROPFRTY The parties have heretofore divided between themselves
all of their marital and non-marital personal property. Each is to retain what personal property he
or she has in his or her present possession.
Each does hereby specifically waive, release, renounce, and forever abandon whatever
claims, if any, he or she may have with respect to any items which are in the possession of the
other.
5. MOTOR VFHW[ FS, The 1998 Acura CL automobile shall henceforth belong solely
and exclusively to HUSBAND alone, and WIFE hereby relinquishes, remises, quitclaims, and
discharges any and all interest in and to the said vehicle. HUSBAND shall be solely and
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exclusively responsible for the outstanding obligation with respect to the Acura vehicle and shall
indemnify and save harmless WIFE with regard to any and all payments, attorney's fees, or
expenses of any kind, with regard to this obligation. WIFE shall execute any title documents as
requested by HUSBAND upon proof of HUSBAND'S removal of WIFE from the existing auto
liability.
WIFE shall retain the 1993 Mercury Villager van titled in WIFE'S name and shall save
and hold harmless HUSBAND with regard to any debts, liabilities, or obligations of any kind
relating to the van.
6. RFTTRFMFNT AC'C'OlTNTS. Both parties are participants in the PSERS Retirement
System pursuant to their employment in the teaching field. Both parties have submitted their
Retirement Account information to consulting actuary Harry M. Leister, Jr., for purposes of
preparing a present value calculation. Pursuant to the resolution of the parties' equitable
distribution claim and based upon the valuation prepared by ML Leister, the parties have agreed
that WIFE shall retain her PSERS Retirement Plan in full and, in addition, shall receive a specific
distribution from the portion of HUSBAND'S Retirement Plan funded by HUSBAND'S
contribution and interest. Specifically, the parties have agreed that WIFE shall receive the sum
of Fifty-Two Thousand ($52,000.00) Dollars as of January 17,2003, and shall receive all interest
accumulated to this amount from January 17,2003 to the date of distribution from HUSBAND'S
Account to WIFE which is anticipated to occur on or about the date of HUSBAND'S retirement.
The current interest rate accruing under the contributions and interest portion of the Retirement
Plan is four (4%) percent and there is no current indication that said interest rate shall be
modified or amended. In the event the interest rate shall be revised by the Retirement Plan,
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WIFE'S accumulation shall be based upon the revised interest rate upon until the date of
distribution. WIFE'S distribution shall be received in a single lump sum and shall include the
principal amount of Fifty-Two Thousand ($52,000.00) Dollars, plus accumulated interest to be
withdrawn in a lump sum from HUSBAND'S contribution and interest account. WIFE'S
counsel shall prepare the necessary Domestic Relations Order subject to approval by the PSERS
Retirement Administrator. In the event of a dispute with regard to the language or preparation of
the Domestic Relations Order, the parties shall refer the dispute to Harry M. Leister, Jr., and shall
share equally Mr. Leister's expense.
With the exception of the distribution as set forth above from the contribution interest
portion of HUSBAND'S Retirement Plan, HUSBAND shall retain the remainder of his
Retirement Plan, including the remaining portion of the contributions and interest and the
balance of the benefit funded by the Commonwealth of Pennsylvania. In addition, both parties
shall retain any TSA account balances which they have accumulated. It is the understanding of
both parties that both accounts have been initiated and accumulated by the respective parties
subsequent to the parties' marital separation. Both parties shall execute any documents necessary
to evidence a waiver of any claim to the other's respective Retirement Accounts and benefits,
except as set forth under this Agreement.
7. SFPARATF ASSFTS, The parties hereby agree that, as to all assets not specifically
mentioned herein. including term and whole life insurance policies, which are presently titled in
the sole name of one of the parties hereto or, if untitled, are presently in the sole possession of
one of the parties hereto, the party not having title thereto or possession thereof hereby waives,
releases. relinquishes and forever abandons any and all claims therein. including any claim to
5
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death benefits, and acknowledges that the party having title or possession of such items shall be
the sole and exclusive owner thereof.
8. AFTFR-AC'QlJTRFO PROPFRTY. Each of the parties shall hereafter o\\.'ll 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 were unmarried.
9. mVTSTON OF SA VTNGS A NO c:T-lFC'KTNG AC'C'nT JNTS. All savings and checking
accounts in the joint names of HUSBAND and WIFE have been closed, and the funds deposited
therein withdrawn and divided between the parties heretofore.
All savings and checking accounts in the individual names of HUSBAND and WIFE
shall remain the separate property of each, independent of any claims or rights of the other.
10. SPnTrSAT STJPPORT/AT TMONY PFNOFNTF T TTF/AT TMONY. There is
currently an Order entered through the Lancaster County Domestic Relations Section in favor of
WIFE for alimony pendente lite in the amount of Three Hundred Thirty Dollars and 72/100
($330.72) bi-weekly, which Order was effective as of June 1,2002. The parties have agreed that
pursuant to the overall terms of their economic settlement, and specifically, based upon WIFE'S
receipt of the entire cash Escrow Account and HUSBAND'S assumption, payment, and release
of WIFE from all marital liabilities, including joint and individual credit card obligations, as well
as all educational loans, that the existing Order for alimony pendente lite shall terminate upon the
entry ofa final decree in divorce, which is anticipated to occur during the month of February,
2003. The termination of the Domestic Relations Order shall be subject to HUSBAND'S
6
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payment of any outstanding arrearage, as well as any unreimbursed medical expenses which may
be due and owing, as well as costs due to the County of Lancaster.
Further. pursuant to the specific terms of the parties' Postnuptial Agreement, WIFE
hereby waives any further claim to spousal support, alimony pendente lite, and/or alimony, so
long as HUSBAND has fulfilled his obligation to transfer the entire cash Escrow Account to
WIFE and to assume and satisfy and hold WIFE harmless with regard to all marital debts and
obligations. WIFE'S waiver of the claim to further support and/or maintenance is specifically
premised and in consideration of HUSBAND'S assumption of the marital debt. In the event that
HUSBAND shall default under his obligation, WIFE is hereby specifically granted leave to
petition a court of competent jurisdiction to open the alimony provisions of this settlement.
HUSBAND, likewise, waives any claim which he may have with regard to spousal
support, alimony pendente lite and/or alimony based upon HUSBAND'S higher income and
superior earning capability.
The parties further agree and understand that, upon the entry of a final decree in divorce,
each shall be responsible for their own major medical and health insurance coverages and that
each shall be responsible for the payment of their own unreimbursed medical bills and expenses.
II. or TTST A NOTNG T1FRTS. HUSBAND shall assume the following obligations and
shall save and hold harmless WIFE from any claim or demand therefore, whatsoever.
C'rerlitor
Acc.onnt Nllmhpr
R~I:::Inr.p Owine
First USA (WIFE'S name) 4417124138108326 $18,458.00
(Paid by WIFE through January, 2003, a copy of which statement is attached hereto as part of
Exhibit "A")
Capital One (WIFE'S name) 4305-7218-2742-9346 $ 2,667.00
(Paid by WIFE through January, 2003, a copy of which statement is attached hereto as part of
Exhibit "A")
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Capital One
Capital One
Sallie Mae Education Loans (2)
U.S. Department of Education Loans (3)
Knight Tuition Plan Loan
Vehicle loan for Acura
$ 9,881.00
$
$ 9,888.00
$19,341.00
$
$
The parties hereto specifically agree that HUSBAND'S assumption of the instant
obligations is in lieu of on-going spousal support, maintenance, or alimony obligations, and
accordingly, HUSBAND'S obligation to save and hold harmless WIFE with regard to these
liabilities shall not be subject to discharge in the event of bankruptcy filing on behalf of
HUSBAND. Said payments by HUSBAND are specifically in the nature of spousal support
and/or maintenance and are in lieu of an on-going alimony obligation. HUSBAND further agrees
and understands that the payments required under this paragraph must be made and satisfied in a
timely fashion so that WIFE'S credit rating shall not be adversely impacted. In the event that
WIFE shall, nonetheless, be required to make payment upon any of the above obligations despite
HUSBAND'S assumption of these liabilities, WIFE shall be entitled to recover all said payments
pursuant to the initiation and re-opening of her alimony claim under the above paragraph 10.
12. RRFAC'H. If either party hereto breaches any provision hereof, then the non-
breaching party shall have the right. at his or her election, to sue for damages for said breach, or
seek such other remedies or relief as may be available to him or her, and the defaulting party
shall be responsible for payment of all legal fees and costs incurred by the other party in
enforcing his or her rights under this Agreement.
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13. W ATVFR OF PFNNSYT VANTA mVORrF rOOF RTGHTS. All property set apart
herein either now or in the future as the separate property of either HUSBAND or WIFE and all
property now owned by or titled to HUSBAND or WIFE individually and all property acquired
by HUSBAND or WIFE individually at anytime after the execution of this Agreement shall
remain the separate property of HUSBAND or WIFE and shall under no circumstances be
considered as or deemed to be or construed to be "marital property" as that term is used in the
Pennsylvania "Divorce Code" and such property shall expressly not be subject to equitable
distribution nor shall any appreciation in value of such property be subject to equitable
distribution. This Agreement shall be deemed to be and construed to be a valid Agreement for
the purpose of waiving the provisions concerning equitable distribution as that term is used in the
Pennsylvania Divorce Code.
14. mSrT OSTTR F, Each ofthe parties hereto agrees that he or she has made a full and
complete disclosure to the other of all assets and liabilities whether joint or individual of each
party and each party further acknowledges that he or she is satisfied that such complete
disclosure has been made.
15. TNrORPORATTON TN TlTnGMFNT FOR mVORCF. In the event either
HUSBAND or WIFE at any time hereafter obtains a divorce in the cause presently or hereafter
pending between them, this Agreement and all of its provisions may be incorporated for the
purposes of enforcement only, but not merged, into any such judgment for divorce, either directly
or by reference. The Court on entry of the judgment for divorce shall retain the right to enforce
the provisions and the terms of the Agreement.
9
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] 6. rOT JNSFT FFFS, Each party hereto agrees to be responsible for his or her own
legal fees and expenses.
17. PFRSON AT RTGHTS. Each party shall be free from all interference, authority, and
control, direct or indirect, by the other, as fully as if he or she were single and unmarried.
Neither party shall disturb, malign, or molest the other, or compel or endeavor to compel the
other to cohabit or dwell with him or her, or to interfere with the occupation, friendships, society,
or acquaintances which either of the parties hereto may choose to have from this day forward.
18. FXFrT TTTON OF nOrl TMFNTS. Each party shall, upon the reasonable request of
the other party or his or her designees, promptly make, execute and deliver any papers,
documents and instruments and perform such acts as may be reasonably necessary or desirable
for the purpose of giving full force and effect to the provisions of this Agreement and to carry out
the intent of the parties as expressed herein.
19. PARTTA T mv AT lDTTY If any provision of this Agreement is held to be invalid or
unenforceable, all other provisions shall nevertheless continue in full force and effect.
20. W A TVFR OF FST A TF rr A TMS. Each party hereby waives, releases, and
relinquishes any and all rights that he or she may now have, or hereafter acquire as the other
party's spouse under the present or future laws of any jurisdiction, including, but not limited to,
the following:
(A) To elect or take against any will or codicils of the other party, now or
hereafter in force.
(8) To share in the other party's estate in the case of intestacy.
(C) To act as executor or administrator of the other party's estate.
10
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21. SlT1JS. This Agreement shal1 be construed and governed in accordance with the
laws of the Commonwealth of Pennsylvania.
22. C'ONSTRllC'T10N. This Agreement shall not be construed against either party as the
party preparing it, it being agreed that both parties have participated fully in the preparation
thereof.
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FNTlRF AGRFFMFNT 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.
24. RFPRFSFNT A nON. Each party acknowledges that this Agreement has been
entered into freely and voluntarily with full knowledge of the facts and full information as to the
legal rights and liabilities of each (having been advised by his or her individual attorney, Pyfer &
Reese in the case of WIFE, and Max J. Smith, Jr., Esquire, in the case of HUSBAND), and that
each hereby certifies that he or she has fully read this Agreement, understands the same and
believes the same to be reasonable under the circumstances.
25. BINDING FFFFC'T. The terms, provisions and conditions of this Agreement shall
be binding upon any and all of the heirs, executors, administrators, successors or assigns of either
of the respective parties hereto, except as otherwise herein provided.
26. MOnTFIC'A nON AND W AIVFR. 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
11
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any of the provisions of this Agreement shaH not be construed as a waiver of any subsequent
default of the same or similar nature.
27. FNFORC'FMFNT, The parties hereto agree that the provisions of this Agreement
may be entered and enforced by an appropriate court order at the action of the entitled party and
against the obligated party, as the case may be, in the instance in question, when any problem
arises.
28. PI TRPOSF. This Agreement constitutes the entire understanding between the parties
and there are no covenants, conditions, representations or agreements, oral or written of any
nature whatsoever, other than those herein contained. The provisions of this Agreement are
intended to consider, determine, and distribute all ofthe assets of the parties hereto as a part of
the terms of this Postnuptial Agreement. This Agreement is intended by the parties hereto to be a
valid Postnuptial Agreement, providing for the absolute and final settlement of their respective
property and rights, except with regard to matters which may be specificaHy subject to further
review and consideration under the terms of this Agreement. This Agreement is not intended to
be a mere Separation Agreement.
29. lNTFNTION. Each of the parties hereto intends to be legaHy bound hereby, and this
Agreement shaH be binding upon the heirs, personal representatives and assigns of the respective
parties hereto.
TN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and
year first above written.
12
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This Agreement is executed in duplicate, and in counterparts, and HUSBAND and WIFE,
as parties hereto, acknowledge the receipt of a duly executed copy hereof, and acknowledge that
each copy shall constitute an original.
Witnesses:
eft-
~.
~
it-P~ f J2ff (SEAL)
~~~~
13
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-
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF futi>lul/\1
On this, th~ day of v1\QrrJ\
SS:
,2003, before me, a Notary Public, the
undersigned officer, personally appeared DENNIS F. IEZZI, known to me, (or satisfactorily
proven) to be the person whose name is subscribed to the within Postnuptial Agreement, and
acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
NOTAf!IAL SEAL
H~~~~L~E ElL/OTT.NOTARY PUBLIC
MY COMM'~~~~ f:M~~~ J~~~N9~i:~
COMMONWEALTH OF PENNSYLVANIA :
L;1{~aeu ~/
Notary Public
SS:
COUNTY OF LANCASTER ~
On this, the /1 ~ay of ~ /
,2003, before me, a Notary Public, the
undersigned officer, personally appeared JOAN EMILIE IEZZI, known to me, (or satisfactorily
proven) to be the person whose name is subscribed to the within Postnuptial Agreement, and
acknowledged that she executed the same for the purposes therein contained.
NOTARIAL SEAL
Troupler R. Wilkinson, Notary Public
Lancaster City, Lancaster County, PA
My CommissIon Expires April 24, 2004
IN WITNESS WHEREOF. I have n my hand and notarial seal.
-)AA7~/J~ f iJJ~ ~
otary Public
14
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EXHIBIT A
;;'!f!t!':'~1!Mr , .~. -,.,('1" ~=_ _"" _'"" .", 'I' ~,
'.
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"
.l':apitaKOne"
,\ccount Sunrnary .
)revious Balance
'Jayments, Cn,d:ts and Adjustments
::'rans..'lctions
o\na\\ce Ch3Ige~
$2,667.98
$47.00
m.oo
$21.77
'Jew Balance
\hnimuffi AmolJm Due
C)aymenr Due Date
$2,667.75
$59.00
January 11, 2003
$7,300
$4,632.25
$1,460
$1,460.00
Total Credit Line
Total A'I:lilable Credit
Credit Line for Cash
Avaohb\e Cred.it for Cash
At yout' service
T <) ~ll CustoH\er Relations or to report a lost or staten card:
1-800-955-7070
F'lC free online account 'd'Vice and specl:1l customer offen, tog on to:
....ww_ClpitaJone.com
Sendpa)'mcnr. to:
Ann: Remittance Proccdng
Capital One Savic~
P.O. B,),l 55147
Richm<lnd, VA 23276
Send inquiries to:
CapitalOrlcScrvices
P,O. Box 85015
Richmond, VA 23211S~S015
Imponllnt Account lnfonnation
It's Capital One Bowl Week time again! Tune in to ESPN,
E.SPN2, and ABC st:lrting December 17 (oe th.e best i.n
posHeason college football actiol1t to see your favorite teams
fight for bowl championships, and for college football's
ultimate prize~ the ReS National Championship. And on
New Ye:l.r's Day. be sure to tune in to ABC to watch the
Capital One Bowl live from Orlando, Florida!
'^
~
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~
PLATINUM Y1SAACCOUNT
4305-7218.2742-9346
NOV 13 - DEC 12. 2002
Page 1 of 1
Payments, Credits and Adjustments
1 11 DEC PAYMENT RECEIVED - THANK YOU
$47.00
Your scheduled payment has not been received. Please remit the amount due appearing on this statement. If
you have already made your payment, please accept our thanks.
T mnsactions
2 12 DEC
$25.00
PAST DUE FEE
You were assessed a.pa.'it due fee of$25.00 on 12/t2l2Q02 because your minimum pa).ment was not
received by the due date of 12/12/2002.
Finance Charges
PURCHASES
CASH
Bd/ol"'tToltt
Atp/itJta
l2,m.u
$.00
PIt!lU~ lee rrotTJo! lido!ftr imf<<'l(wt infmnation
C ,. FIN.' ANCr.
urr:$RollnC CHARGE
PrruJi,
r,llt
.0271n
.05.US%-
9.90%
19.80%
t21.7i
$.00
9.90%
ANNUAL PERCENT AGE RATE nppliod this poriod
CapitaJOne"
,. PLEASE RETURN PORTION BELOW\Y1TH PAYMENT. ,.
0000000 0 4305721827429346 12 2667750047000059005
NewB.uance
Minimum Amount Due
Parmcnt Due Date
$2,667.75
$59.00
Janu",y 11. 2003
Total enclosed $
Account Number:
4305-7218-2742-9346
"l
Capital One Bank
P.O. Box 85147
Richmondl VA 23276
1"1,1"11",1,11",1,11"11",11",11,,,11,,,11,,,11,"11,,,1
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Em~il Addrm
#90347147B423B088# MAIL ID NUMBER
EMILIE IEZZI
PO BOX 21
BAINBRIDGE PA 17502-0021
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PI,.t1Jt! wrjtt!J'oIlT iJctOlll1t nmn/.':T Oil YOllr dxdl. or mOluy order maik/,ay<z/J/t! to Capital QIlt! BIl"k alld fIlJiI j" thl! olc!oud t!Ilwlo/,",
-''';'*~''''''''>4'~J_
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"'
Ne~BQILl,~ Payment Due Dote
/$18,458.3t) 01103103
'-., ' .
A-;;':U'~l ~;,closed 1$
Past Due Amount Minimum Payment
$0.00 $369.00
I Make your check payable to Arst USA Bank, M.A.
New address or ,e-mail? Print on back
.l'.U.UJ.1.
~..hJL'1.
FIRST USA BANK, NA
P.O. BOX 15153
WILMINGTON DE 19886.5153
1",111.1"1"1,',.1,,1',.,1,1,,,,11,1,1,.,11.,1,1,,,1',,11,,1
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EMILIE F IEZZI - ft-; f' ~~~
PO BOX 21 ~v ,
BAINBRIDGE PA 17502-0021 \~
Z135446
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Statement Date:
Payment Due Date:
Mlnimum Payment Due:
11109102 . 12109102
01103103
$369.00
CUSTOMER SERVICE
In U.S. 1.800-677.7101
Espaftoll.888-446.3308
TDD 1.800.955.8060
Outside U.S. call collect
1-302.594.8200
I
VISA ACCOUNT SUMMARY
$18,683.04
. $373.00
+ $0.00
+ $148.27
$18,458.31
Acoount Number: 44171241 38108326
Total Oredlt Line $27,000
Available Oredit $8,541
Cash Access line $5AOO
Available for Cash $51400
ACCOUNTlNQUIRIES
P,o. 80)[ 865Q
Wilmington, DE 19899-8650
PAYMENT ADDRESS
P.o. Box 15153
WilmIngton, DE 19886.5153
VISIT US AT:
www.llrBlu88.com
ECARD REWARDS SUMMARY
ECARD RE8ATE:
$
.00
TRANSACTIONS
Trans
Date Reference Number
11125 7441112NT016JSFFP
12/09
Merchant Name or Transaction Description
PAYMENT. THANK YOU
'FINANCE OHARGE"
Amount
Oredit Debit
$373.00
107.29
Oategory
purchases
oash advances
promotional purohases
promotional purchases
promotional purchuea
Total finance charges
Elfeollvs Annual peroentage Rate (APR): 9.40%
Grace Period Type: A (Please see back of statement for the Grace Period explanaffon.)
The OorrBflpondlng APR is the rate oi interefl\ you pay when you carry D. balance on purcha.ss or cash advances.
The Efleclive APR represents your total finance charges -Including transaction fees such as cash advance and balance Iransfer
lees - expressed al a percentage.
FINANCE CHARGES
Dally Penodlc Rate
31 days In oycle
.02737%
.05477%
.02737%
.02190%
.02737%
Oorrespondlng APR
9.99%
19.99%
9.99%
7.99%
9.99"10
PERIODlO RATE(S) AND AP!,!(S) MAY VARY
Average Dally Balance
Previous Oycle Ourrent Cycle FINANCE CHARGES
$0.00 $12,643.83 $107.29
$0.00 $0.00 $0.00
10.00 $412.09 $3.49
0.00 $5,503.51 $37.36
0.00 $15.07 $0.13
$148.27
IMPORTANT NEWS
THE YEAR END SUMMARY, A REOAP OF ALL YOUR 2002 OREDIT OARD
OHARGES,IS ONE OF THE GREAT BENEFITS WE OFFER OUR VALUED
OARDMEMBERS. YOUR COPY OAN BE ORDERED UNTIL 3/1512003.
CALL 1.877.YES-3505 NOW. ORDERS WILL BE PROOESSED BEGINNING
JANUARY 2003. PLEASE ALLOW 6-8 WEEKS FOR DELIVERY.
GET A FREE OREDlT REPORT WHEN YOU TRY PRIVAOYGUARD FRAUD
PROTEOTION FOR 30 DAYS FOR ONLY $1. DISOOVER THE SEOURITY
OF KNOWING YOUR PERSONAL RECORDS STAY AOOURATE. OALL 1-888.
430-3980. OFFER NOT VALID IN OA. EXPIRES 03-01-03. FIRST USA
IS NOT ASSOOIATED WITH PRIVAOYGUARD OR ITS AFFILIATES
ORDER 4.6 OZ OMAHA STEAKS FILET MIGNONS ON SALE FOR
$39.99 AND GET 6.4 OZ BURGERS FREEl OALL 1-800-228-9055 AND
ASK FOR '4381 AWN. ADD $9.99 STD. SIIi PER ADDRESS. LIMIT2.
EXPIRES 1131103. FIRST USA BANK, N.A.IS Nor AFFILIATED
WITH OMAHA STEAKS.
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January 23. 2003
KP.',yUu.nk u.s,\
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aO')tDi' MA oz'\: 1.{7:\~
Mr. Dennis Iezzi
A-6 700 union Street
Blrdsboro, P A 19508
lei h1';' :qfs.~lOLC
tWO t<;l~Y-l.i,:~~r)
F~x' f,i.7 34H.iJ020
RE: Achiever Loan
Account # E 1894-17717-01
Student: Casey Iezzi
Dear r-.!r. Iczzi:
This will acknowledge your recent request regarding the above-referenced account.
Below is the account statement you requested which summarizes the total payments
received and how they have been applied to thl,S account from its inception to the present
date.
),
C..h ~.ymaDt. r.ceived during tbe periOd!
Totml of Pmym4nts ~.c.ivsd
p~incipal Repaid , . . .
Incerest paid for p=riod
Lat. .Dd Other Chargee .
Insurance pr.mi~ paid
Fees Paid . . . . . . .
Last Psyment Oats
LoaDG Adva.ncec:1 (for ~h. p.riod).
Principal Bml~nc. (noc a payoff figure).
Accrued Interelt (prior month snd) . . ,
(07/~0/94 to 01/23/03)
$ 9,754.67
$ 4(0~1.1~
$ 5,678.55
$ 0.00
SO.OO
$ 55.00
12131/02
$ 9.180.00
S 5,158.88
$ 0,89
If you have any other questions regarding your account, please contact our orfice at SOO-
KEY.LE;o..-o (539-5363). ext. 6408 or the address indicated above,
SIncerely.
Key EducatlOn Resources
KERfms
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
Dennis F. Iezzi
vs.
No. 2001-5988 Civil Term
In Divorce
Joan Emilie Iezzi
Defendant's Pre-Trial Statement
I. Background
The parties hereto were married on August 23, 1973, and uhimately separated on or
about August 22, 1998, when Mr. Iezzi left the marital residence in Bainbridge, Lancaster
County, Pennsylvania.
Husband is currently 52 years of age having been born on August 12, 1950. Wife is 51
h
years of age having been born on May 12, 1951. The parties' marriage produced two children
both of whom are emancipated.
Both parties are employed in the teaching/education field with wife being employed in
the Donegal School District as a teacher, Husband was employed as a school principal at
Middletown High School through June 2002. Husband is now employed at Exeter High -
School in Berks County as a teacher and coach pursuant to a voluntary change of employment.
II. Income
Wife's salary at Donegal High School is approximately $50,000.00 per year. Husband's
salary as principal at Middletown High School was approximately $80,000.00 per year.
Husband's salary at Exeter High School including coaching will be approximately $73,000.00
, ~~~1""",, _,,",,,L:C ,_~'"", "V'_'__ ,~ .__,_,,,C,,,",.", -
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per year. Wife believes that Husband earns additional income through coaching clinics and
camps.
There is currently an award of spousal support payable to Wife in the amount of
$330.00 bi-weekly through the Lancaster County Domestic Relations Office.
III. Assets
1. Escrow Account - Bank of Lancaster County
Real estate proceeds approximately $37,000.00
2. PSERS Retirement - Husband - $268,003.00
present value calculation attached
3. PSERS Retirement - Wife - $82,862,00
present value calculation attached
4. Personality - divided by agreement
5. Vehicles
1998 Acura CL - Husband
1995 Mercury Villager - Wife
6. TSA Accounts - both parties
Wife's contributions post separation
Liabilities
1. Capital One - Credit Card - $9881.00 as of6/9/02
2. First USA - Credit Card - $20,291.00 as of 8/8/02
3. Capital One - VISA - $2802.00 as of6/12/02
4. Sallie Mae Education Loans (2) $9888.00 as of 6/14/02
5. U.S. Department of Education Loans (3) $19,341.00 as of 6/22/02
6. Knight Tuition Plan Loan - ?
7. Vehicle loan- Acura automobile
No. 2001-5988
Civil Term
2
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IV. Witnesses - Exhibits
Mrs. Iezzi does not believe that any witnesses other than the parties will be required.
Counsel will stipulate to the admission of Harry Leister's pension valuations, as well as,
all account statements and income information.
V. Pro~sed Resolution
Mrs. Iezzi is proposing that the marital estate be distributed such that she receives at
least 55% of the net marital assets.
Alimony would be payable to Mrs. Iezzi for 6 years in the amount of$250.00 bi-
weekly.
If resolved prior to hearing each party would be responsible for their own attorney's
fees.
Respectfully Submitted,
PYFER & REESE
By:
J
tt
12
P.O. Box 1597
Lancaster, PA 17608-1597
(717) 299-7342
No. 2001-5988
Civil Term
3
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PROOF OF SERVICE
I hereby certify that I am this day serving the foregoing document upon the person and
in the manner indicated below, which service satisfies the requirement ofPa. R.C.P. 440.
Service by first class mail addressed as follows:
Max 1. Smith, Jr., Esquire
Jarad W. Handelman, Esquire
Attorneys for Plaintiff
P.O. Box 650
Hershey, PA 17033
PYFER & REESE
Date:
~~\D~
No. 2001-5988
Civil Term
4
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Conrad M. Siegel, F.s.A,
Harry M. Leister, Jr" F.SA
Brian S. Sann, F.S.A.
Clyde E. Gingrich. F.S.A.
Earl L. Mummert, M.A.A.A.
Robert J. Dolan, A.S.A.
David F. Stirling, A.SA
Robert J. Mrazik, F.S.A.
David H. Killick, F.S.A.
Jeffrey $. Myers, F.SA
Thomas L. ZiUffill;:lman, F.S.A,
Glenn A Hafer, F.S.A
Kevin A. Erb.F,S.A.
Frank S. Rhodes, F.S.A.. AC.A.S.
Holly A, Ross, F.SA
Charles B. Friedlander, F.S.A.
John W. Jeffrey, F.S,A,
Denise M. Polin, F.S.A,
Thomas W, Reese, A.S.A.
Janel M. leymeister, CESS
Mark A. Bonsall,FS.A.
Jonathan D. Cramer, A.SA.
John D. Vargo, A.S.A.
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Conrad M. Siegel, Inc.
Actuaries/Benefit Consultants
501 Corporate Circle. P.O. Box 5900. Harrisburg, PA 17110-0900
PHONE (717) 652-5633. FAX (717) 540-9106. www.cmsbenefits.com
February 19, 2002
Max J. Smith, Jr., Esq.
James Smith Durkin & Connelly LLP
134 Sipe Avenue
Hummelstown, PA 17036
Re: Dennis F. Iezzi v. Joan E. Iezzi
Dear Mr. Smith:
DENNIS F. IEZZI
You provided me with the following information concerning Dennis F. Iezzi:
1. Date of birth - August 12, 1950.
2. Date married - June 22, 1973.
3. Date separated - August 8, 1998.
4. Information provided by the Public School Employees' Retirement System
as follows:
a. Years of service - 26.00 as of June 30,1998.
b. Accumulated contributions plus interest - $65,183 as of June 30, 1998.
c. Final average salary - $68,412 as of June 30, 1998.
Currently, Dennis F. Iezzi is 52 years of age (age nearest birthday).
The Public School Employees' Retirement System is a defined benefit pension
plan. The pension benefit provided upon retirement is based upon the final three-
year average salary and the years of service.
Normal retirement for Dennis F. Iezzi is age 57 (age nearest birthday).
The figure that is marital property for divorce purposes for a defined benefit
pension plan is the present value of the pension earned during the marriage.
The following table shows the pension benefit earned as of June 30,1998, adjusted
for retirement at ages 57 and 62, the present value of such benefit, the "coverture
fraction" and the present value of the pension earned during the marriage:
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 2
Present Value
Pension Earned
Durine: Marriae:e
Retirement
Pension
Benefit
Present Value
Pension Benefit
Coverture
Fraction
Age 57
Maximum single life
annuity of $3,706
$400,602
.96
$384,578
i:
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Refund of contributions
plus interest &
maximum single life
annuity of $3,157
$409,566
.96
$393,183
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Age 62
MllXimum single life
annuity of $3,706
$272,052
.96
$261,170
,
i':
Refund of contributions
plus interest &
maximum single life
annuity of $2,949
$279,170
.96
$268,003
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The pension benefit earned as of June 30, 1998, takes into account .98 of a year of service
before the date of marriage. Therefore, it is necessary to multiply the present value of the
pension benefit by a "coverture fraction" in order t obtain the present value ofthe pension
earned during the marriage. The numerator of the "coverture fraction" is 25.02 (the years of
service from the date of marriage until June 30,1998) and the denominator is 26.00 (the years
of service with PSERS as of June 30, 1998). Thus, the "coverture fraction" is .96 (25.02 divided
by 26.00).
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JOAN E. IEZZI
',\,
You provided me with the following information concerning Joan E. Iezzi:
~,;:
1. Date of birth - May 12, 1951.
if
2. Date married - June 22, 1973.
3. Date separated - August 8, 1998.
Ii
4. Information provided by the Public School Employees' Retirement System as follows:
a. Years of service - 12.52 as of June 30, 1998.
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 3
b. Accumulated contributions plus interest - $24,615 as of June 30, 1998.
c. Final average salary - $38,641 as of June 30, 1998.
Currently, Joan E. Iezzi is 51 years of age (age nearest birthday).
The Public School Employees' Retirement System is a defined benefit pension plan. The
pension benefit provided upon retirement is based upon the final three-year average salal"J
and the years of service.
Normal retirement for Joan E. Iezzi is age 62.
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The figure that is marital property for divorce purposes for a defined benefit pension plan is
the present value of the pension earned during the marriage.
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The following table shows the pension benefit earned as of June 30, 1998, adjusted for
retirement at age 62 and the present value of the pension earned during the marriage:
Present Value Pension
Earned Durine: Marriae:e
Retirement
Pension
Benefit
Age 62
Maximum single life
annuity of $1,008
$81,994
Refund of contributions
plus interest & maximum
single life annuity of
$730
$82,863
f'
The pension benefit earned as of June 30,1998, was earned during the marriage since the date
of marriage preceded the date of hire.
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The present value calculations are based upon the assumptions promulgated by the Pension
Benefit Guaranty Corporation for annuity valuations except that mortality was not taken into
account prior to the commencement of the pension. The interest rate is 5.8% per year for 25
years followed by 4.25% per year. The mortality is in accordance with the 1983 Group Annuity
Mortality Table for males with this table rated six years for females.
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annuity valuations are appropriate for the purpose of determining the present values.
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 4
The figures in this report take into account the legislation signed by Gov. Tom Ridge on
May 17, 2001, increasing the pension multiplier from 2.0% to 2.5%.
With best regards,
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Yours sincerely,
~/11. L~)\i:r'
Harry 1j.. Leister, Jr., F.S.A.
Cons';Jting Actuary
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
No. 2001-5988 Civil Term
vs.
In Divorce
JOAN EMILIE IEZZI
PETITION FOR ALIMONY AND COUNSEL FEES, COSTS AND EXPENSES
I, The Petitioner is Joan Emilie Iezzi, the Defendant in the above-captioned divorce
action,
2. The Respondent is Dennis F. Iezzi, the Plaintiff in the above-captioned divorce
proceedings,
COUNT I - ALIMONY
3, Paragraphs 1 and 2 are incorporated herein by reference.
4, Petitioner lacks sufficient property to provide for her reasonable means and is unable to
support herself through appropriate employment
5, Petitioner requires reasonable support to adequately maintain herself in accordance
with the standard ofliving established in the marriage.
No. 2001-5988 Civil Term
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WHEREFORE, Petitioner requests Your Honorable Court to enter an award of
reasonable alimony upon entry of a final Decree in Divorce.
COUNT II - ATTORNEY'S FEES, COSTS AND EXPENSES
6. Paragraphs I through 5 are incorporated herein by reference.
7. Petitioner has employed Pyfer & Reese, as counsel, but is unable to pay the necessary
and reasonable attorney's fees for said counsel
WHEREFORE, Petitioner respectfully requests Your Honorable Court to enter an award
of temporary counsel fees, costs and expenses until fInal hearing and thereupon award such
additional counsel fees, costs and expenses as are deemed appropriate,
PYFER & REESE
By:
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PO Box 1597
Lancaster PA 17608-1597
(717) 299-7342
o. 15743
Street
No, 2001-5988 Civil Term
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VERIFICATION
1 verify that the statements made in this Petition 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.
Dated
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No. 2001-5988 Civil Term
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PROOF OF SERVICE
I hereby certifY that I am this day serving the foregoing document upon the person and in
the manner indicated below, which service satisfies the requirement ofPa RC.P. 440,
Service by first class mail addressed as follows
Max 1. Smith, Jr., Esquire
Jarad W. Handelman, Esquire
Attorneys for Plaintiff
PO Box 650
Hershey P A 17033
PYFER & REESE
By
, 15743
Dated: 8/12/02
No, 2001-5988 Civil Term
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
Dennis F. Iezzi
vs.
No. 2001-5988 Civil Term
In Divorce
Joan Emilie Iezzi
Defendant's Pre- Trial Statement
L Background
The parties hereto were married on August 23,1973, and ultimately separated on or
about August 22, 1998, when Mr. Iezzi left the marital residence in Bainbridge, Lancaster
County, Pennsylvania.
Husband is currently 52 years of age having been born on August 12, 1950. Wife is 51
years of age having been born on May 12,1951. The parties' marriage produced two children
both of whom are emancipated.
Both parties are employed in the teaching/education field with wife being employed in
the Donegal School District as a teacher. Husband was employed as a school principal at
Middletown High School through June 2002. Husband is now employed at Exeter High
School in Berks County as a teacher and coach pursuant to a voluntary change of employment.
II. Income
Wife's salary at Donegal High School is approximately $SO,QOO.OO per year. Husband's
salary as principal at Middletown High School was approximately $80,000.00 per year.
Husband's salary at Exeter High School including coaching will be approximately $73,000.00
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per year. Wife believes that Husband earns additional income through coaching clinics and
camps.
There is currently an award of spousal support payable to Wife in the amount of
$330.00 bi-weekly through the Lancaster County Domestic Relations Office.
III. Assets
1. Escrow Account - Bank of Lancaster County
Real estate proceeds approximately $37,000.00
2. PSERS Retirement - Husband - $268,003.00
present value calculation attached
3. PSERS Retirement - Wife - $82,862.00
present value calculation attached
4. Personality - divided by agreement
5. Vehicles
1998 Acura CL - Husband
1995 Mercury Villager - Wife
6. TSA Accounts - both parties
Wife's contributions post separation
Liabilities
1. Capital One - Credit Card - $9881.00 as of6/9/02
2. First USA - Credit Card - $20,291.00 as of 8/8/02
3. Capital One - VISA - $2802.00 as of 6/12/02
4. Sallie Mae Education Loans (2) $9888.00 as of 6/14/02
5. U.S. Department of Education Loans (3) $19,341.00 as of6/22/02
6. Knight Tuition Plan Loan - ?
7. Vehicle loan - Acura automobile
No. 2001-5988
Civil Term
2
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IV. Witnesses - Exhibits
Mrs. Iezzi does not believe that any witnesses other than the parties will be required.
Counsel will stipulate to the admission of Harry Leister's pension valuations, as well as,
all account statements and income information.
V. Proposed Resolution
Mrs. Iezzi is proposing that the marital estate be distributed such that she receives at
least 55% of the netmarital assets.
Alimony would be payable to Mrs. Iezzi fur 6 years in the amount of$250.00 bi-
weekly.
Ifresolved prior to hearing each party would be responsible for their own attorney's
fees.
Respectfully Submitted,
PYFER & REESE
12
P.O. Box 1597
Lancaster,PA 17608-1597
(717) 299-7342
No. 2001-5988
Civil Term
3
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PROOF OF SERVICE
I hereby certify that I am this day serving the foregoing document upon the person and
in the manner indicated below, which service satisfies the requirement ofPa. R.C.P. 440.
Service by first class mail addressed as follows:
Max J. Smith, Jr., Esquire
Jarad W. Handelman, Esquire
Attorneys for Plaintiff
P.O. Box 650
Hershey, PA 17033
PYFER & REESE
~D~
Date:
No. 2001-5988
Civil Term
4
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.
Conrad M. Siegel, F.SA
Harry M, Leister, Jr., F.SA
Brian S. Sann, F.S.A.
Clyde E. Gingrich, F.SA
Earl L. Mummert, MAA.A.
Robert J. Dolan, A.sA
David F. Stirling, ASA
Robert J. Mrazik, F.SA
David H. Killick, P$A
Jeffrey S. Myers, F.SA
Thom~s L. Zillln~lman, F.S.A.
GlennA Hafer,F.SA
Kevin A. Erb,F.SA
Frank S. Rhodes, F.SA, AC.A.S.
Holly A Ross, F.S.A.
Charles B. Friedlander, F.S.A.
JohnW. Jeffrey, F.SA
Denise M. Polin, F.SA
Thomas W. Reese, AS,A.
Jme] M. Leymeister, CEBS
Mark A Bonsall, F.SA
Jonathan D. Cramer, A.S.A.
John D. Vargo, A.S.A.
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Conrad M. Siegel, Ine..
Actuaries/Benefit Consultants
501 Corporate Circle. P.O. Box 5900. Harrisburg, PA 17110-0900
PHONE (717) 652-5633. PAX (717) 540-9106. www.cmsbenefits.com
February 19, 2002
Max J. Smith, Jr., Esq.
James Smith Durkin & Connelly LLP
134 Sipe Avenue
Hummelstown, PA 17036
Re: Dennis F. Iezzi v. Joan E. Iezzi
Dear Mr. Smith:
DENNIS F.IEZZI
You provided me with the following information concerning Dennis F. Iezzi:
1. Date of birth - August 12, 1950.
2. Date married - June 22, 1973.
3. Date separated - August 8, 1998.
4. Information provided by the Public School Employees' Retirement System
as follows:
a. Years of service - 26.00 as of June 30,1998.
b. Accumulated contributions plus interest - $65,183 as of June 30, 1998.
c. Final average salary - $68,412 as of June 30, 1998.
Currently, Dennis F. Iezzi is 52 years of age (age nearest birthday).
The Public School Employees' Retirement System is a defined benefit pension
plan. The pension benefit provided upon retirement is based upon the final three-
year average salary and the years of service.
Normal rebrement for Dennis F. Iezzi is age 57 (age nearest birthday).
The figurethatjs maritlllproperty for divorce purposes for a defined benefit
pensiollphln is the present value of the pension earned during the marriage.
" ,
The following table shows the pension benefit earned as of June 30, 1998, adjusted
for retirement at ages 57 and 62, the present value of such benefit, the "coverture
fraction" and the present value of the pension earned during the marriage:
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 2
Retirement
Age 57
Age 62
Present Value
Pension Present Value Coverture Pension Earned
Benefit Pension Benefit Fraction Durin!!' Marria!!'e
Maximum single life $400,602 .96 $384,578
annuity of $3,706
Refund of contributions $409,566 .96 $393,183
plus interest &
maximum single life
annuity of$3,157
Maximum single life $272,052 .96 $261,170
annuity of $3,706
Refund of contributions $279,170 .96 $268,003
plus interest &
maximum single life
annuity of $2,949
The pension benefit earned as of June 30, 1998, takes into account .98 of a year of service
before the date of marriage. Therefore, it is necessary to multiply the present value of the
pension benefit by a "coverture fraction" in order t obtain the present value of the pension
earned during the marriage. The numerator of the "coverture fraction" is 25.02 (the years of
service from the date of marriage until June 30, 1998) and the denominator is 26.00 (the years
of service with PSERS as of June 30, 1998). Thus, the "coverture fraction" is .96 (25.02 divided
by 26.00).
JOAN E. IEZZI
You provided me with the following information concerning Joan E. Iezzi:
1. Date of birth - May 12,1951.
2. Date married - June 22, 1973.
3. Date separated - August 8, 1998.
4. Information provided by the Public School Employees' Retirernent System as follows:
a. Years of service - 12.52 as of June 30, 1998.
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Max J. Smith, Jr., Esq.
February 19, 2002
Page 3
b. Accumulated contributions plus interest - $24,615 as of June 30, 1998.
c. Final average salary - $38,641 as of June 30, 1998.
Currently, Joan E. Iezzi is 51 years of age (age nearest birthday).
The Public School Employees' Retirement System is a defined benefit pension plan. The
pension benefit provided upon retirement is based upon the final three-year average salary
and the years of service.
Normal retirement for Joan E. Iezzi is age 62.
The figure that is marital property for divorce purposes for a defined benefit pension plan is
the present value of the pension earned during the marriage.
The following table shows the pension benefit earned as of June 30, 1998, adjusted for
retirement at age 62 and the present value of the pension earned during the marriage:
Retirement
Pension
Benefit
Present Value Pension
Earned During Marriage
Age 62
Maximum single life
annuity of$1,008
$81,994
Refund of contributions
plus interest & maximum
single life annuity of
$730
$82,863
The pension benefit earned as of June 30, 1998, was earned during the marriage since the date
of marriage preceded the date of hire.
*****
The present value calculations are based upon the assumptions promulgated by the Pension
Benefit Guaranty Corporation for annuity valuations except that mortality was not taken into
!lccount prior to the commencement of the pension. The interest rate is 5.8% per year for 25
years followed by 4.25% per year. The mortality is in accordance with the 1983 Group Annuity
Mortality Table for males with this table rated six years for fernales.
In my opinion, the assumptions promulgated by the Pension Benefit Guaranty Corporation for
annuity valuations are appropriate for the purpose of determining the present values.
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February 19, 2002
Page 4
The figures in this report take into account the legislation signed by Gov. Tom Ridge on
May 17, 2001, increasing the pension multiplier from 2.0% to 2.5%.
With best regards,
Yours sincerely,
~/V], Lt~)\?t~.
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Harry . Leister, Jr., F.S.A.
Consu ing Actuary
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DENNIS F. IEZZI,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
PLAINTIFF'S PRE-TRIAL STATEMENT
I. ASSETS
A. MARITAL ASSETS
:1
ASSET VALUE DATE OF NON-MARITAL LIEN
VALUATION PORTION
Proceeds of Sale $34,751.94 Present No No
of Marital
Residence
(Escrow) p
PSERS See Leister's Present No ;:gffi
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Retirement (H) Report - Exhibit :;? 1::" r-.
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PSERS See Leister's ~.. . !?
Present No NO~
Retirement (fJ? Report - Exhibit ,~
"A" :-
1998 Acura CL Blue Book V.lue Present No Yes
(H) to be presented
1995 Mercury Blue Book V.lue Present No Yes
Villager to be presented
B. NON-MARITAL ASSETS
None.
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II. EXPERT WITNESSES
1. The parties will stipulate as to the admission of Harry Leister's pension
valuations, attached hereto as Exhibit "A".
III. NON-EXPERT WITNESSES
1. Plaintiff, Dennis F. Iezzi
2. Defendant, as on cross
IV. EXHIBITS
1. Harry Leister's Report by stipulation.
2. Blue Book Values of automobiles.
3. Wage Statement of Plaintiff, Dennis F. Iezzi.
4. Escrow Account Statement re: proceeds of sale of marital residence.
V. INCOME
See attached wage statement of Plaintiff, Dennis F. Iezzi.
VI. EXPENSES
Plaintiffs itemized average monthly living expenses are as follows:
Rent: $625
Food: $200
Clothing: $50
Water: $20
Electric: $25
Heat (oil): $125
Telephone: $40
Gas: $20
Transportation: $80
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Car Loan: $310
Casey and Michael's college loans: $450
VII. COUNSEL FEES
Plaintiff respectfully submits that each party should be responsible for their own attorney
fees in this matter.
VIII. MARITAL DEBTS
Capital One - $9,881
First USA - $20,291
Capital One - $2,802
Sallie Mae student loan - $9,888
U.S. Dept. of Education loan - $19,341
Knight Tuition Plan - unknown
Acura vehicle loan
',i
IX. PROPOSED RESOLUTION
. Plaintiff proposes that the marital assets of the parties be divided such that Defendant shall
receive the net proceeds of sale of the marital residence, and shall retain her pension intact.
Plaintiff shall retain his pension, and shall assume responsibility for payment of the marital
debts, consisting of credit card debts of olo$33,000. This proposal is consistent with an
agreement executed by Plaintiff dated February 28, 2002.
. To the extent the court would require any additional sum payable from Plaintiff to Defendant
to effectuate the equitable division of assets, same would be accomplished by a transfer of a
portion of Defendant's retirement benefit to Plaintiff via a QDRO to be prepared by counsel
for Defendant.
· There shall be no alimony payable by Plaintiff to Defendant.
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. Each party shall pay hislher respective attorney fees, except that Plaintiff should be
reimbursed attorney fees incurred by him to defend Defendant's frivolous objection to venue,
which was a dilatory maneuver designed to extend Plaintiffs APL obligation to Defendant.
Date: August 23, 2002
MAX J. SMITH, " Esquire
LD. No. 32114
James, Smith, Durkin & Connelly LLP
P.O. Box 650
Hershey, PA 17033
(717) 533-3280
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Harry M, Leister, Jr., F.S.A.
Brian S. Sann. F.S.A.
Clyde E. Gingrich, F.SA
Earl L. Mummerl, M.A.A.A.
Robert 1. Dolan. A.S.A.
David F. Slirling, A.SA
Rober! J. Mrazik. F.SA
David H. Killick. F.S.A.
JeffreyS. Myers.F.S.A.
Thomas L. Ziumk:rman, F.S.A.
Glenn A. Hafer. F.S.A.
Ko;:vin A. Erb,F.5.A.
Frank S. Rhodes, F.S.A.. A.C.A.S.
Holly A, Ross. F.SA
Charles B. Friedlander. FS.A.
John W. Jeffrey. FSA
Denise M. Polin. F.s.A. I
Thomas W. Reese. A.S.A.
Janel M. Leymeister. CESS
Mark A. Bonsall, F.S.A.
Jonathan D. Cramer. A.S.A.
John D. Vargo, AS.A.
:"'~1W"'l!IT'l~"",. " ~'_'J"~" "
Conrad M. Siegel, ,I~c.
Actuaries/Benefit C~nsultants
501 Corporate Circle. P.O. Box 5900. Harrisburg, PA 17110-0900
PHONE (717) 652-5633 . FAX (717) 540-9106 . www.cmsbenefits.com
February 19, 2002
Max J. Smith, Jr., Esq.
James Smith Durkin & Connelly LLP
134 Sipe Avenue
Hummelstown, PA 17036
Re: Dennis F. Iezzi v. Joan E. Iezzi
Dear Mr. Smith:
DENNIS F. IEZZI
You provided me with the following information concerning Dennis F. Iezzi:
1. Date of birth - August 12, 1950.
2. Date married - June 22, 1973.
3. Date separated - August 8, 1998.
4. Information provided by the Public School Employees' Retirement System
as follows:
a. Years of service - 26.00 as of June 30, 1998.
b. Accumulated contributions plus interest - $65,183 as of June 30, 1998.
c. Final average salary - $68,412 as of June 30, 1998.
Currently, Dennis F. Iezzi is 52 years of age (age nearest birthday),
The Public School Employees' Retirement System is a defined benefit pension
plan. The pension benefit provided upon retirement is based upon the final three-
year average salary and the years of service.
Normal retir,ement for Dennis F. Iezzi is age 57 (age nearest birthday).
The figure that is marital property for divorce purposes for a defined benefit
pension plan is the present value of the pension earned during the rnarriage.
The following bible shows the pension benefit earned as of June 30, 1998, adjusted
for retirement at ages 57 and 62, the present value of such benefit, the "coverture
fraction" and the present value ofthe pension earned during the marriage:
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February 19, 2002
Page :2
Present Value
Present Value Coverture Pension Earned
Pension Benefit Fraction During Marriage
$400,602 .96 $384,578
$409,566 .96 $393,183
Retirement
Pension
Benefit
Age 57
Maximum single life
annuity of $3,706
Refund of contributions
plus interest &
maximum single life
annuity of $3,157
Age 62
Maximum single life
annuity of $3,706
$272,052
.96
$261,170
Refund of contributions
plus interest &
maximum single life
annuity of $2,949
$279,170
.96
$268,003
The pension benefit earned as of June 30, 1998, takes into account .98 of a year of service
before the date of marriage. Therefore, it is necessary to multiply the present value of the
pension benefit by a "coverture fraction" in order t obtain the present value of the pension
earned during the marriage. The numerator ofthe "coverture fraction" is 25.02 (the years of
service from the date of marriage until June 30, 1998) and the denominator is 26.00 (the years
of service with PSERS as of June 30, 1998). Thus, the "coverture fraction" is .96 (25.02 divided
by 26,00).
JOAN E. IEZZI
You provided me with the following information concerning Joan E. Iezzi:
1. Date of birth - May 12,1951.
2. Date married - June 22, 1973.
3. Date separated - August 8, 1998.
4. Information provided by the Public School Employees' Retirement System as follows:
a. Years of service - 12.52 as of June 30, 1998.
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Febrllary 19, 2002
Page 3
b. Accumulated contributions plus interest - $24,615 as of June 30, 1998.
c. Final average salary - $38,641 as of June 30, 1998.
Currently, Joan E. Iezzi is 51 years of age (age nearest birthday).
The Public School Employees' Retirement System is a defined benefit pension plan. The
pension benefit provided upon retirement is based upon the final three-year average salary
and the years of service.
Normal retirement for Joan E. Iezzi is age 62.
The figure that is marital property for divorce purposes for a defined benefit pension plan is
the present value of the pension earned during the marriage.
The following table shows the pension benefit earned as of June 30, 1998, adjusted for
retirement at age 62 and the present value of the pension earned during the marriage:
Retirement
Pension
Benefit
Present Value Pension
Earned During Marriage
Age 62
Maximum single life
annuity of $1,008
$81,994
Refund of contributions
plus interest & maximum
single life annuity of
$730
$82,863
The pension benefit earned as of June 30, 1998, was ,earned during the marriage since the date
of marriage preceded the date of hire.
*****
The present value calculations are based upon the assumptions promulgated by the Pension
Benefit Guaranty Corporation for annuity valuations except that mortality was not taken into
account prior to the commencement of the pension. The interest rate is 5.8% per year for 25
years followed by 4.25% per year. The mortality is in accordance with the 1983 Group Annuity
Mortality Table for males with this table rated six years for females.
In my opinion, the assumptions promulgated by the Pension Benefit Guaranty Corporation for
annuity valuations are appropriate for the purpose of determining the present values.
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Page 4
The figures in this report take into account the legislation sigued by Gov. Tom Ridge on
May 17, 2001, increasing the pension multiplier from 2.0% to 2.5%.
With best regards,
HML:kad
Yours sincerely,
f!-~ /1/], LL~) \i);'
Harry Nj.. Leister, Jr., F.S.A.
Cons~ing Actuary
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CML TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
CERTIFICATE OF SERVICE
AND NOW, this 23rd day of August, 2002, I, MAX J. SMITH, JR., Esquire, Attorney for
Defendant, hereby certify that I have this day sent a copy of Plaintiff s Pre-Trial Statement by
depositing a certified copy of the same in the United States mail, postage prepaid, at Hershey,
Pennsylvania, addressed to:
Pyfer & Reese
Attn: John F. Pyfer, Jr., Esquire
128 North Lime Street
P.O. Box 1597
Lancaster, PA 17608-1597
Office of Divorce Master
Attn: E. Robert Elicker, II, Esquire
9 North Hanover Street
Carlisle, P A 17013
MAX J. SMITH, JR., Es
LD. No. 32114
James, Smith, Durkin & Connelly LLP
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
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OFFICE OF DIVORCE MASTER
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
9 North Hanover Street
Carlisle. PA 17013
(717) 240-6535
E. Robert Elicker, II
Divorce Master
Traci do Colyer
Office Manager/Reporter
West Shore
697-0371 Ex!. 6535
August 1, 2002
Max J. Smith, Jr., Esquire
JAMES, SMITH, DURKIN & CONNELLY
P.O. Box 650
Hershey, PA 17033-0650
John F. Pyfer, Jr., Esquire
PYFER & REESE
128 North Lime Street
P.O. Box 1597
Lancaster, PAl 7608-1597
RE: Dennis F. Iezzi vs. Joan Emilie Iezzi
No. 01 - 5988 Civil
In Divorce
Dear Mr. Smith and Mr. Pyfer:
Mr. Smith has requested that we move forward on the basis that
discovery is complete. Mr. Pyfer indicated in the certification document
dated April 25, 2002, that there would be interrogatories served on the
Plaintiff for answer. I believe that there should have been sufficient time
since we are now in August 2002 for the interrogatories to have been
forwarded and answered and, therefore, should be in a position to move
forward with this case.
A divorce complaint was filed on October 17, 2001, raising grounds
for divorce of irretrievable breakdown of the marriage. No economic
claims were raised in the complaint. An affidavit under Section 3301(d)
was filed by the Plaintiff averring a separation on August 8, 1998, a
period in excess of two years. Therefore, there should be no issue with
respect to grounds for divorce.
On April 5, 2002, the Defendant filed a claim for equitable
distribution. No claims have been raised in the action for alimony or
counsel fees and costs.
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1 August 2002
Page 2
In accordance with P.R.C.P. 1920.33(b) I am directing each counsel
to file a pretrial statement on or before Friday, August 23, 2002. Upon
receipt of the pretrial statements, I will immediately schedule a pre-
hearing conference with counsel to discuss the issues and, if necessary,
schedule a hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
NOTE:
Sanctions for failure to me the pretrial statements are set
forth in subdivision (c) and (d) of Rule 1920.33.
THE ORIGINAL PRETRIAL STATEMENT SHOULD BE FILED
IN THE MASTER'S OFFICE AND A COPY SENT DIRECTLY
TO OPPOSING COUNSEL.
FAILURE TO FILE PRETRIAL STATEMENTS AS DIRECTED
BY THE MASTER MAY RESULT IN THE MASTER'S
APPOINTMENT BEING VACATED.
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DENNIS F. IEZZI,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 5988 CIVIL
JOAN EMILIE IEZZI,
Defendant
IN DIVORCE
TO: Max J. Smith, Jr.
Attorney for Plaintiff
John F. Pyfer, Jr. Attorney for Defendant
DATE: Tuesday, April 16, 2002
CERTIFICATION
I certify that discovery is complete as to the claims
for which the Master has been appointed.
OR IF DISCOVERY IS NOT COMPLETE:
(a) Outline what information is required that is not
complete in order to prepare the case for trial
and indicate whether there are any outstanding
interrogatories or discovery motions.
There is currently a Petition for change of venue
pending before the Court.
In addition, the claim for equitable distribution was
only recently filed by Mr. Iezzi. Counsel for Mrs.
Iezzi will be serving Interrogatories for answer by
Mr. Iezzi.
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(b) Provide approximate date when discovery will be
complete and indicate what action is being taken
to complete discovery.
Counsel will be serving Interrogatories upon Plaintiff's
counsel with all reasonable promptness.
Lt {Z-s( 6?.
DATE INTIFF ( )
CO NDANT (XX)
Joh ., Esq.
1.D. #15743
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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]AMEs SMrrn DuRKiN & CONNELLY UP
Max 1. Smith, Jr.
mjsjr@jsdlegal.com
July 31, 2002
Office of Divorce Master
Attn: E. Robert Elicker, II, Esquire
9 North Hanover Street
Carlisle, P A 17013
In re: Iezzi v. Iezzi
No. 2001-5988
In Divorce
Dear Bob:
Please be advised that I represent Dennis Iezzi in the above matter. Attorney John Pyfer
represents Joan Emilie Iezzi.
On April 18, 2002, I had sent you the Certification of Discovery form on behalf of my
client. Soon thereafter, Mr. Pyfer filed a Petition to Transfer Venue.
Enclosed please find a copy of the Order which was issued by Judge Guido on July 26,
2002 denying said Petition. Accordingly, we respectfully request the scheduling of a pre-
trial conference at your earliest opportunity.
Thank you for your kind attention, and we look forward to hearing from you.
Very truly yours,
J~fH' DURKIN & CONNELLY LLP
Max J. Smith, Jr.
MJS,Jr.:amk
Enclosure
cc: John F. Pyfer, Jr., Esquire
Dennis F. Iezzi
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GARY L. JAMES
MAX J. SMITH, JR.
KAREN DURKIN
JOHN J. CONNELLY, JR.
SCOTT A. DIElTERICK
JAMES F. SPADE
GREGORY K. RICHARDS
RICHARD L. DAHLEN
SUSAN M. KADEL
JARAD W. HANDELMAN
DONNA M. MULLIN
EDWARD P. SEEBER
NEil W. YAHN
BERNARD A. RYAN, JR.
COURTNEY L. KISHEL
OF COUNSEL:
ANDREW W. BARBIN
HERSHEY, PA
MANLEY & DEAS, LLC
COLUMBUS, OH
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John F. PyJe.; Ir.
Rebert H. Reese, Jr.
Christopher C. Straub
Sandra Edwards Gray
Gabriella Hashem Farhat
Catharine 1. Roland
Roxanne C. Garner
Julieane E. Lozar
RScottMorrow
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Lawyers for Life
128 NORTIlUMESTREET
P.O. Box 1597
LANCASTER, PENNSYLVANIA 17608- I 597
717-299-7342 /""7'7-299-1376
OffiCES IN WIllOW STREET AND EPHRATA
urww.pyferreese.com
1-888-793-3773
April 25, 2002
Office of Divorce Master
Attn: E. Robert Elicker, II, Esquire
9 North Hanover Street
Carlisle, P A 17013
Re: Iezzi vs. Iezzi
No. 2001-5988
Dear Mr. Elicker:
~
Enclosed herewith find the Certification of Discovery regarding the above-captioned action.
As you can see, Discovery is not complete at this time.
;~
If you have any questions, please do not hesitate to contact us.
i:
With kind regards,
U@ t a. CtmJd
ValerieA.~
Paralegal for
John F. Pyfer Jr.
vac
cc: J. Bmilie Iezzi
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Max J. Smith, Jr.
mjsjr@jsdlegal.com
April 18, 2002
Office of Divorce Master
Attn: E. Robert Elicker, II, Esquire
9 North Hanover Street
Carlisle, P A 17013
In re: Iezzi v. Iezzi
No. 2001-5988
In Divorce
Dear Bob:
Enclosed please find the Certification of Discovery form which I have signed in the
above matter, certifying that discovery is complete insofar as the Plaintiff, Dennis F.
Iezzi, is concerned. A copy of this form is being forwarded to opposing counsel, John F.
Pyfer, Jr., along with a copy of this letter.
We look forward to receiving your pre-trial directive in the near future. Thank you for
your kind attention.
Very truly yours,
JAME;~H' DURKIN & CONNELLY LLP
Max 1. Smith, Jr.
MJS,Jr.:arnk
Enclosure
cc: John F. Pyfer, Jr., Esquire w/encs
Dennis F. Iezzi
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TEL. 7175333280
FAX 717533,27RS
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WWW"JSDC.COM
GARY L JAMES
MAX J, SMITH, JR.
KAREN DURKIN
JOHN J. CONNELLY, JR.
STEVEN A. STINE
SCOTT A. DIETTERICK
JAMES F. SPADE
GREGORY K. RICHARDS
RICHARD L. DAHLEN
SUSAN M. KADEL
JARAD W. HANDELMAN
DONNA M. MULLIN
EDWARD p, SEEBER
NEIL W. YAHN
BERNARD A. RYAN, JR.
OF COUNSEL:
ANDREW W. BARBIN
HERSHEY PA
MANLEY & 'DEAS, LLC
COLUMBUS, OH
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DENNIS F. IEZZI,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 5988 CIVIL
JOAN EMILIE IEZZI,
Defendant
IN DIVORCE
TO: Max J. Smith, Jr.
Attorney for Plaintiff
John F. Pyfer, Jr. Attorney for Defendant
DATE: Tuesday, April 16, 2002
CERTIFICATION
I certify that discovery is complete as to the claims
for which the Master has been appointed. ~S
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.
4h~J/)1-
DATE
1l1~FIMlNTIFF
COUNSEL FOR DEFENDANT
1/
( , )
( )
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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071202/CCS/ drl/Briefs/Iezzi
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
vs,
No. 2001-5988
JOAN EMILIE IEZZI
DEFENDANT'S BRIEF IN SUPPORT OF
PETITION FOR TRANSFER OF VENUE
L PROCEDURAL BACKGROUND.
The instant divorce action was initiated by Mr. Iezzi on or about October 17, 2001. The
divorce pleading included only a request for divorce under no-fault grounds and contained no
requests for economic relief Thereafter, the matter was subject to discussion and negotiation
among the parties and counsel, which failed to result in an overall settlement. At the time the
Divorce Complaint was filed in October, 2001, Mr. Iezzi was a resident of Cumberland County,
and Mrs, Iezzi was residing in the jointly-owned marital real estate located in Bainbridge,
Lancaster County, Pennsylvania. At the time the Divorce Complaint was filed, there was also a
Complaint for spousal support pending in the Lancaster County Domestic Relations Office
which had been filed as of September 27, 2001.
Thereafter, a claim for equitable distribution was filed by Mr. Iezzi on or about April 5,
2002, and a request for appointment of a Divorce Master was filed on or about the same date.
Defendant. Mrs. Iezzi, through her counsel, then filed the instant Petition For Transfer Of Venue
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on April 25, 2002, seeking to have this matter transferred to the Lancaster County Court of
Common Pleas,
The parties hereto were married on August 23, 1973, and ultimately separated on or about
August 22, ]998, when Mr. Iezzi left the Bainbridge, Lancaster County marital home. Both
parties are employed in the education profession, with Mrs Iezzi employed with the Donegal
School District in Lancaster County, and Mr. Iezzi having been employed as principal for the
Middletown High School until his recent change of employment to the Exeter, Berks County
School District. Mr. Iezzi resided in Cumberland County from shortly after the marital
separation until his recent relocation to Berks County. The parties' jointly-owned marital
residence in Bainbridge has been recently sold and settled as of May 6, 2002, and Mrs. Iezzi has
moved to another residence in Bainbridge, Lancaster County. There is currently a spousal
support order entered by agreement through the Lancaster County Domestic Relations Office.
A Stipulation of Facts has been entered into by the parties and is submitted to the Court
along with the instant Brief
II, ISSUE PRESENTED.
WHETHER THE COURT SHOULD REASONABLY EXERCISE ITS DISCRETION
TO TRANSFER THIS DIVORCE MATTER AND THE RELATED ECONOMIC CLAIMS TO
THE LANCASTER COUNTY COURT OF COMMON PLEAS?
Suggested Answer: Yes, The transfer of the instant divorce matter and related economic
claims would consolidate all proceedings in Lancaster County, and is also consistent with the
location of the parties' long-time joint residence and ownership of real estate in Lancaster
County. In addition, the transfer of this matter is consistent with Mrs, Iezzi's continued
No. 200]-5988
2
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residence and employment in Lancaster County. At this time, Mr. Iezzi has no connection,
whatsoever, with Cumberland County.
III ARGUMENT.
The instant request for transfer of venue is clearly a matter which is left to the discretion
of the trial court. There is no dispute but that venue was technically proper in Cumberland
County at the time Mr. Iezzi filed the instant no-fault complaint and, at the time, the claim for
equitable distribution was added to the pleadings. See Okkerse v. Howe, 521 Pa. 509,556 A.2d
827 (1989). It is further clear that the procedural rules impose no specific time limitation upon
filing of a petition to transfer venue and that there is no prohibition from undertaking discovery
prior to the filing of such a request. See Vogel v, National R Passenger Corp, 370 Pa. Super.
315,536 A.2d 422 (1988).
The trial court has great discretion with regard to transfer of venue involves the weighing
of equitable considerations, including the plaintiffs initial choice offorum, the interests of the
other parties to the action and the court's consideration of the public interest and judicial
economy. See Aerospace Finance Leasing. Inc. v. New Hampshire Insurance Companv, _
Pa. Super.
, 696 A.2d 810 (1997), The parties resided together as husband and wife in
Bainbridge, Lancaster County, and Mrs. Iezzi continued to live in the Bainbridge home until
May of this year, at which time the property was sold, Mrs. Iezzi continues to reside and be
employed in Lancaster County and is the recipient of spousal support payments through the
Lancaster County Domestic Relations Office. Mr. Iezzi is presently employed and lives in Berks
County.
No. 2001-5988
3
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The Plaintiffs choice offorum must be given reasonable weight; however, the interest of
judicial economy in consolidating the support and divorce proceedings in the Lancaster County
Court of Common Pleas, which clearly would have been the more appropriate initial forum for
the divorce action, must also be carefully weighed by the Court. Clearly, Lancaster County was
the more appropriate forum at the time this divorce action was initiated
Defendant, Mrs. Iezzi, submits that it may be necessary, if disputed, to provide testimony
from friends and acquaintances in the Bainbridge, Lancaster County area, with regard to the
parties' respective contributions to the marital partnership.
Accordingly, Defendant respectfully requests that the Court exercise its broad discretion
and direct that the instant divorce matter, as well as all ancillary economic claims, be transferred
to the Lancaster County Court of Common Pleas with further proceedings in accordance with the
Lancaster County Rules of Court,
Respectfully submitted,
PYFER & REESE
D~c..~
~r John . Pyfer, Jr.
Attorney LD. No. 15743
128 North Lime Street
P.O. Box 1597
Lancaster PA 17608-1597
(717) 299-7342
No. 2001-5988
4
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PROOF OF SERVICE
I hereby certify that I am this day serving the foregoing document upon the person and in
the manner indicated below, which service satisfies the requirement ofPa. R.C.P. 440.
Service by first class mail addressed as follows:
Max J. Smith, Jr., Esquire
Jarad W. Handelman, Esquire
James, Smith, Durkin & Connelly, LLP
P.O. Box 650
Hershey P A 17033
PYFER & REESE
B~6id,
r John F. Pyfer, Jr.
Attorney J.D. No. 15743
Dated:
7/12/02
No. 2001-5988
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John F. Fyf'" J'
Robert H. Reese, Jr.
Christopher C. Straub
Sandra Edwards Gray
Gabriella Hashem Farhat
Catharine L Roland
Roxanne C. Garner
R. Scott Morrow
Gretchen M. Schlagnhaufer
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Lawyers for Life
128 NOR1H LIME STREET
P.OJ3ox 1597
LANCASTER, PENNSYLVANIA 17608-1597
7'7-'99'734' !ax717-'99-1376
2801 WIllOW STREET PIKE
P.O. Box 157
WILLOW STREET, PENNSYLVANIA 17584
7'7-464-5900
OFFICES AL<iO IN EPHRATA
WUJW.PJJerreese.com
1-888-79],3773
July 12, 2002
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The Honorable Edward E. Guido
Cumberland County Court of Common Pleas
One Courthouse Square
Carlisle, P A 17013
,~
Re: Dennis F. Iezzi vs. Joan Emilie Iezzi
No. 2001-5988
Dear Judge Guido:
"j
Enclosed please find an original and two (2) copies of the Brief in Support of
Defendant's Petition to Transfer Venue in the above divorce matter. We understand that
argument in this matter is scheduled for July 24, 2002. Please note that a copy of our Brief has
been forwarded to counsel for Mr. Iezzi.
"f;
Thank you.
Very truly yours,
~
for-JOHN F. PYFER, JR.
JFPjr/trw
Enclosure
cc Max J. Smith, Jr., Esquire
(W/enclosure)
Joan Emilie Iezzi
(W/enclosure)
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VIA FACSIMlLE/FlRSTCLASS MAlL
Tasyn Dixon, Court Administrator
Office of Court Admini~trali()n
Cumbo;rland County Court of Common Pleas
One Courthouse Squ8rc
Carlisle, PA 17013
Ro;: Dl:lnnis F. Iezzi vs. Joan .imilie Iezzi
No. 200]-5988
Dear Ms. Dixon:
We are writing with regard to our repr sentation of the Defendant, Joan Emilie Iezzi, i,n
tho; above divorce matter. ^ matter relating I the divorce is currently scheduled for argument
before Judge Guido on Wednesday, July 24, 002. Counsels for both palties have agreed to
submit this mattcr to the Court witbout Ihe ne d f(lr oral argument. Tho; partie~ through <;ounsel
have each submittcd their respective Briefs an havo; also submitted a Stipulathlll of Facts Ibr the
Court's review in this malter.
Plcase advi,se if anything f'Urtho;r is nee ed in order to accnmpli~h the cancellation of thc
scheduled oral argument
Thank you.
CCS/trw
cc Jarad W. Handelman, Esquire
Joan J~milie le7.7.i
John F. Pyler, Jr., Esquire
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CHRISTOPHER C. STRAUB
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I~ THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYI. V ANIA
DENNIS F. IEZZI
Plaintiff
vs.
JOAN EMILIE IEZZI
NO. 2001-5988 Civil TerW
Dennis F. Iezzi
a master with respect to the
(X) Divorce
( ) Annulment
( ) Alimony
( ) Alimony Pendente
MOTION FOR APPO INTl1ENT OF MASTER
(Plaintiff) (~~X~,
following claims:
moves the court to appoint
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 claims(s) for which the
appointment of a master is requested.
her, (2) The defendant (has) bllxaDll:lVxappeared in
(by to attorney, .lnhn Ii" 'Dy-Fc.1"'. T1'"
(3) The staturory ground(s) for divorce (is)
the action (personally)
,Esquire) .
(!~~ irretrievable
breakdown
(4) Delete the inapplicable paragraph(s):
(a) The action is not contested.
(b) An agreement has been reached with respect to the
following claims:
(c) The action is contested with respect to the following
distribution
The action (~) (does not involve) complex issues of law
claims :
equitable
(5)
or fact.
(6) The hearing is expected to
(7) Additional information, if
one-half (bt<1UlllS) (days).
rel vant to the motion:
Date: April 4. 2002
At orney for Plaintiff)
(~~
AND NOW JiUil 8
is appointed master with
ORDER APPOINTING MASTER ~
,*-9:Jt1PfJ, C-~~
respect to the following claims:
Esquire,
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
NOTICE
You are hereby notified to file a written response to the enclosed Petition within twenty
(20) days from service hereof or a judgment may be entered against you.
f&~","
JARAD W. HANDELMAN. Esquire
Attorneys for Plaintiff
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
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DENNIS F.IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 Civil Term
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
PETITION FOR EOUITABLE DISTRIBUTION OF PROPERTY
AND NOW comes the Plaintiff, DENNIS F. IEZZI, by his attorney MAX J. SMITH, JR.,
Esquire, and respectfully states as follows:
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1. Plaintiff filed a divorce Complaint pursuant to the no-fault provisions of the
Pennsylvania Divorce Code on October 17,2001, entered to the within term and number.
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2. There has been no responsive pleading filed to date in this matter by the
Defendant.
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3. During the course of the marriage, Plaintiff and Defendant have acquired various
items of marital property, both real and personal, which are subject to equitable distribution by the
court.
4. Plaintiff and Defendant have been unable to agree as to an equitable division of
said property.
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WHEREFORE, Plaintiff respectfully requests 1lillt at such time as a divorce Decree may
be entered, equitably divide the marital property remaining between the parties.
Date: April 4, 2002
Respectfully submitted,
~lR" E"lw"
LD. No. 32114
JARAD W. HANDElMAN, Esquire
LD. No. 82629
James, Smith, Durkin & Counelly ILP
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
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I verify that the statements made in this Petition 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.
MAX J. SMITH, ., Esquire, attorney for
DENNIS F. IEZZI
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO, 2001-5988 Civil Term
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
CERTIFICATE OF SERVICE
AND NOW, this If day of April, 2002, I, MAX J. SMITH, JR., Esquire,
Attorney for Plaintiff, hereby certify that I have this day sent a copy of Plaintiff's Petition
for Equitable Distribution of Property by depositing a copy of the same in the United
States mail, postage prepaid, at Hershey, Pennsylvania, addressed to:
Pyfer & Reese
Attn: John F. Pyfer, Jr., Esquire
128 North Lime Street
P.O. Box 1597
Lancaster, PA 17608-1597
~~Wre
LD. No. 32114
JAMES, SMITH, DURKIN & CONNELLY, lLP
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
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DENNIS F. IEZZI
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
V.
JOAN EMILIE IEZZI
: NO. 2001-5988 CIVIL TERM
ORDER OF COURT
AND NOW, this 30TH day of APRIL, 2002, a Rule is issued upon Plaintiff to
Show Cause why Defendant's Petition to Transfer Venue should not be granted.
IfPlaintiffresponds to the rule, and there are no issues offact in dispute, either
party may list the matter for Argument in accordance with our local rules of court.
If there are issues off act, depositions shall be completed within sixty (60) days
after the Plaintiff s response is filed. The matter may thereafter be listed for Argument in
accordance with our local rules of court.
Max J. Smith, Esquire
For the Plaintiff
_ ~ ~ 'f/3o/b;>',
John F. Pyfer, Jr., Esquire ,..2,. ~.
For the Defendant
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
CIVIL ACTION-LAW
DENNIS F. IEZZI
No. 2001-5988 Civil Term
vs.
In Divorce
JOAN EMILIE IEZZI
ORDER
AND NOW, this _ day of
, 2002, upon consideration of the
within Petition for Transfer of Venue, it is hereby ordered and decreed that the Plaintiff,
Dennis F. Iezzi, transfer the instant divorce action, as well as Plaintiffs Petition for
Equitable Distribution, to the Lancaster County Court of Common Pleas, Lancaster
County, Pennsylvania.
BY THE COURT:
J.
ATTEST:
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
No. 2001-5988 Civil Term
vs.
In Divorce
JOAN EMILIE IEZZI
PETITION FOR TRANSFER OF VENUE
The instant Petition is submitted by the Defendant in the above matter, Joan Emilie Iezzi,
by and through her counsel, John F. Pyfer, Jr., Esquire, and Pyfer & Reese, and avers the
following:
1. Petitioner is Joan Emilie Iezzi, the Defendant in the above divorce action.
2. Respondent is Dennis F. Iezzi, the Plaintiff in the above divorce proceedings.
3. The parties hereto are husband and wife, having been married on June 23, 1973, and
ultimately separating in August of 1998, at which time Mr. Iezzi moved from the parties' jointly-
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owned marital residence located in Bainbridge, Lancaster County, Pennsylvania.
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4. The parties have resided as husband and wife in Lancaster County throughout the
marriage since approximately 1975 until the date of marital separation in August of 1998. Mrs.
Iezzi continues to reside in the jointly-owned Lancaster County marital residence.
5. Mrs. Iezzi is employed as a teacher in the Donegal, Lancaster County School District,
and Mr. Iezzi is employed in the Middletown, Dauphin County School District.
;"'!-il;[~__.,. '."" "''-;''_"'~~''''~''';~_ '~~"'r<'" ,.,.'''."", t;")i" - -.--'f'
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6. The instant divorce complaint was filed by Mr. Iezzi in Cumberland County in
October of 2001 did not include any claims for equitable distribution or any other economic
relief.
7. The only proceedings seeking economic relief have been initiated pursuant to the
support complaint filed by Mrs. Iezzi in September of 2001 in the Lancaster County Domestic
;il
Relations Office and docketed to No. 2001-03119. A Hearing is currently scheduled to be held
on June 13,2002 in the support matter.
,
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8. The parties' witnesses, evidence and marital property is primarily located in Lancaster
::~
County, Pennsylvania, in addition to Lancaster County being the location of the parties' jointly-
",:
owned marital real estate and the venue for the pending support proceedings.
9. The Petitioner, Mrs. Iezzi, is therefore requesting, pursuant to Pennsylvania Rule of
Civil Procedure 1061, that venue in the instant proceedings be transferred from the Cumberland
County Court of Common Pleas to the Lancaster County Court of Common Pleas as the more
appropriate and convenient venue for the parties, particularly in light of the pending litigation in
Lancaster County and the location of the marital real estate.
"
WHEREFORE, your Petitioner respectfully requests that this Court direct that the
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Plaintiff, Dennis F. Iezzi, take the necessary steps to transfer the instant divorce action, as well as
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Plaintiffs recently-filed Petition For Equitable Distribution to the Lancaster County Court of
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Common Pleas for further proceedings with regard to the pending economic issues, as well as
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any additional economic claims as may be filed by the Petitioner, Mrs. Iezzi.
Respectfully submitted,
PYFER & REESE
By:
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VERIFICATION
I verify that the statements made in this Petition 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.
Dated:
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PROOF OF SERVICE
I hereby certify that I am this day serving the foregoing document upon the person and in
the manner indicated below, which service satisfies the requirement ofPa. R.C.P. 440.
Service by first class mail addressed as follows:
,
Max J. Smith, Esquire
Jarad W. Handelman, Esquire
James, Smith, Durkin & Connelly, LLP
P.O. Box 650
Hershey P A 17033
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
No. 2001-5988 Civil Term
vs.
In Divorce
JOAN EMILIE IEZZI
DEFENDANT'S ANSWER TO PLAINTIFF'S PETITION FOR EOUIT ABLE
DISTRIBUTION OF PROPERTY
AND NOW COMES the Defendant, Joan Emilie Iezzi, by and through her attorneys,
John F. Pyfer, Jr., Esquire, and Pyfer & Reese, and respectfully states the following in response
to the Petition For Equitable Distribution filed in this matter.
I. Admitted that a no-fault divorce complaint was filed with the Cumberland County
Court of Common Pleas on or about October 17, 200 I. In addition to the above divorce
complaint, a support proceeding is pending in the Lancaster County Domestic Relations Office
docketed to No. 2001-03119, which Complaint was initiated by Mrs. Iezzi on or about
September 27, 2001.
2. Admitted that no responsive pleading has been filed to date in this matter as the
Defendant, Mrs. Iezzi, does not dispute the no-fault grounds for divorce as asserted by Mr. Iezzi.
3. Admitted that the parties have acquired various items of marital property, both real
and personal, which are subject to equitable distribution by the Court. By way of further answer,
the parties own real estate and last resided together at 295 South Second Street in Bainbridge,
Lancaster County, Pennsylvania, in which residence Mrs. Iezzi continues to reside. In addition,
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the parties have numerous items of personal property located at the marital residence in
Lancaster County.
4. Admitted that the parties have engaged in negotiations with the intent of resolving the
matters related to equitable distribution since the filing of the instant divorce complaint on
October 17,2001, but have been, to date, unable to do so.
WHEREFORE, Defendant respectfully requests that the instant Petition For Equitable
Distribution, as well as the pending no-fault divorce action be transferred to the more appropriate
venue of the Lancaster County Court of Common Pleas, being the last joint residence of the
parties and the location oftheir marital real estate, as well as the above-referenced support
proceedings.
Respectfully submitted,
PYFER & REESE
By:
P.
Lancaster PA 17608-1597
(717) 299-7342
2
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VERIFICATION
I verify that the statements made in this Reply 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.
Dated:
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PROOF OF SERVICE
I hereby certify that I am this day serving the foregoing document upon the person and in
the manner indicated below, which service satisfies the requirement ofPa. R.C.P. 440.
Dated:
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Service by first class mail addressed as follows:
Max J. Smith, Esquire
Jarad W. Handelman, Esquire
James, Smith, Durkin & Connelly, LLP
P.O. Box 650
HersheyPA 17033
PYFER & REESE
By:
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
PLAINTIFF'S RESPONSE TO DEFENDANT'S
PETITION FOR TRANSFER OF VENUE
AND NOW, comes the Plaintiff, Dennis F. Iezzi, by and through his attomey, Max J.
Smith, Jr., Esquire, and responds to Defendant's Petition For Transfer of Venue and this
Honorable Court's Rule to Show Cause. In support thereof, Plaintiff submits as follows:
1. Admitted.
2. Admitted. By way of further answer, Plaintiff, Dennis F. Iezzi, currently reSides
at 412 Geary Avenue, New Cumberland, Cumberland County, Pennsylvania
17070 and has resided at such address since August 1998, more than three years
prior to the date of the filing of the complaint in this matter.
3. Admitted. By way of further answer, since August 1998, Mr. Iezzi has resided at
412 Geary Avenue, New Cumberland, Cumberland County, Pennsylvania 17070.
4. Admitted in part; denied in part. Although it is admitted that the parties resided in
Lancaster County until mid-1998, the parties place of residence during the
marriage is irrelevant to a determination of the proper venue in their divorce
proceeding. Pursuant to Pennsylvania Rule of Civil Procedure 1920.2, a divorce
proceeding is properly brought in the connty in which the plaintiff or the
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defendant resides. See Pa.R.C.P. 1920.2 (2002). At the time of the filing of the
divorce complaint in this matter, Mr. Iezzi had resided in Cumberland County,
Pennsylvania for more than three (3) years. It is specifically denied that Mrs.
Iezzi continues to reside in the Lancaster County marital residence, as that
property has been sold.
5. Admitted. By way of further answer, to the extent the mere fact of the parties'
places of employment are alleged to constitute sufficient inconvenience so as to
justify transfer of venue from this Honorable Court to Lancaster County, same is
specifically denied. To the contrary, Mr. Iezzi's establishment of residence in
Cumberland County for more than four (4) years is sufficient to establish venue in
said county.
6. Admitted. By way of further answer, the initial omission of economic claims
from the complaint ftled by Mr. Iezzi is irrelevant to a determination of proper
venue. In addition, on April 5, 2002, a Petition raising economic claims was filed
by Mr. Iezzi, as well as a Motion for Appointment of Master. Further, Mrs. Iezzi
has propounded discovery upon Mr. Iezzi under the above-captioned docket
number.
7. Denied. It is specifically denied that the ouly economic relief sought has been
that initiated by support complaint filed by Mrs. Iezzi. To the COlltrary, a Petition
raising economic claims was filed by Mr. Iezzi on April 5, 2002, along with a
Motion for Appointment of Master to resolve such claims. By way of further
answer, the venue for the support proceedings initiated by Mrs. Iezzi is irrelevant
to the determination of proper venue for the resolution of the parties' divorce.
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The support proceedings initiated by Mrs. Iezzi were begun at a time when Mr.
Iezzi did not reside in Lancaster County, just as Mrs. Iezzi does not presently
reside in the county in which Mr. Iezzi has initiated divorce proceedings.
8. Denied. It is specifically denied that the parties' witnesses, evidence, and marital
property is primarily located in Lancaster County, Pennsylvania. To the contrary,
more than four (4) years ago Mr. Iezzi relocated to Cumberland County,
Pennsylvania and a substantial part of the evidence, witnesses, and property
relevant to the parties' divorce is now located in Cumberland County where Mr.
Iezzi resides. In addition, the marital residence has been sold, and Mrs. Iezzi is
now residing elsewhere. By way of further answer, venue in Cumberland County
is appropriate pursuant to Pennsylvania Rule of Civil Procedure 1920.2.
9. Denied. It is specifically denied that a transfer of venue is appropriate and that
Lancaster County is a more convenient forum the resolution of the parties'
divorce. Pursuant to Pennsylvania Rule of Civil Procedure 1920.2, a divorce
proceeding is properly brought in the county in which the plaintiff or the
defendant resides. See Pa.R.C.P. 1920.2 (2002). At the time of the filing of the
divorce complaint in this matter, Mr. Iezzi had resided in Cumberland County,
Pennsylvania for more than three (3) years. By way of further answer,
Pennsylvania Rule of Civil Procedure 1006( d)(1) does not justify transfer of
venue to Lancaster County as requested by Mrs. Iezzi. To the contrary, a
substantial part of the evidence, witnesses, and property relevant to the parties'
divorce is now located in Cumberland County where Mr. Iezzi resides. Mr.
Iezzi's uninterrupted residence in Cumberland County for more than three (3)
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years prior to the filing of the divorce complaint establishes venue in Cumberland
County under both Pa.R.C.P. 1920.2 and 1006( d)( I).
WHEREFORE, Plaintiff, Dennis F. Iezz~ respectfully requests that this Honorable Court
deny Defendant's Petition For Transfer of Venue.
Respectfully submitted,
JAMES, SMITH, DURKlN & CONNELLY LLP
Date: May 17, 2002
MAX~9~
I.D. No. 32114
JARAD W. HANDELMAN, Esquire
LD. No. 82629
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
Attorney for Plaintiff, Dennis F. Iezzi
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
CERTIFICATE OF SERVICE
AND NOW, this ~ day of May, 2002, I, MAX J. SMITH, JR., Esquire, Attorney for
Defendant, hereby certifY that I have this day sent a copy of Plaintiff s Response to Defendant's
Petition for Transfer of Venue by depositing a certified copy of the same in the United States
mail, postage prepaid, at Hershey, Pennsylvania, addressed to:
Pyfer & Reese
Attn: John F. Pyfer, Jr., Esquire
128 North Lime Street
P.O. Box 1597
Lancaster, PA 17608-1597
MAX J. SMITH, JR., E
LD. No. 32114
James, Smith, Durkin & Connelly LLP
P.O. Box 650
Hershey, PA 17033
(717) 533-3280
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PRAECIPE FOR LISTING CASE FOR ARGUMENT
(Must be typewritten and submitted in duplicate)
to THE PROTHONOTARY OF CUMBERLAND COUNTY:
Please list the within matter for the next Argument Court.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
CAPTION OF CASE
(ENTIRE CAPTION MUST BE STATED IN FULL)
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI,
Plai1J.tiff
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: IN DIVORCE
1. State matter to oe argued (i.e., plaintiff's motion for new trial,
def'endant's demurrer to complaint, etc.):
Defendant's Petition to Transfer Venue.
2. Identify counsel who will argue case:
(a) for Plaintiff: Max J. Smith. Jr.. ESQuire. 134 SiDe Avenue. Hummelstown. PA
17036
(b) fof Defendant: John F. Pvfer. Jr.. 128 North Lime Stre,et. P.O. Box 1597.
LanCaster. PA 17608-1597
3. I will notify all parties in writing within two days that this case has been
listed for argument.
4.
Argument Court Date:
D'ated:
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,
.2002
Att~
Max J. Smith, Jr.
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
PLAINTIFF'S BRIEF IN OPPOSITION TO DEFENDANT'S
PETITION TO TRANSFER VENUE
I. STATEMENT OF FACTS
According to the Stipulation filed by the parties, the salient facts are as follows:
Defendant, Joan Emilie Iezzi, currently resides at 203 Race Street, Bainbridge, Lancaster
County, Pennsylvania 17502. At the time of the filing of the Divorce Complaint and for more
than three (3) years prior such filing, Plaintiff, Dennis F. Iezzi, resided at 412 Geary Avenue,
New Cumberland, Cumberland County, Pennsylvania 17070. Plaintiff currently resides in Berks
County, Pennsylvania.
During their marriage, the parties resided in Lancaster County. Following their
separation, Plaintiff moved to Cumberland County where he lived for approximately three years
prior to filing for divorce. The home in which Defendant currently resides is not the parties'
former marital residence. The parties' former marital residence in Lancaster County has been
sold as of May 6,2002. Prior to May 6,2002 the Defendant resided in the former marital
residence. Defendant is employed as a school teacher in the DonegaL Lancaster County School
District. Plaintiff is employed as a school teacher in the Exeter School District, Berks County,
Pennsylvania.
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The Divorce Complaint in this matter was filed by Plaintiff on October 17,2001. On
April 5 , 2002, a Petition raising economic claims, as well as a Motion for Appointment of
Master, was filed by Plaintiff in the Cumberland County Court of Common Pleas. On or about
April 25, 2002, Defendant propounded discovery in the form of Interrogatories upon Plaintiff
under the above-captioned docket. A support action captioned as Joan E. Iezzi, Plaintiff v.
Dennis F. Iezzi, Defendant was initiated by Plaintiff and currently exists in the Lancaster County
Court of Common Pleas, Domestic Relations Section, Docket Number 2001-03119, P ACSES
No. 501103908.
n. QUESTION PRESENTED
WHETHER VENUE SHOULD BE TRANSFERRED TO LANCASTER COUNTY
WHEN PLAINTIFF INITIATED THE DIVORCE COMPLAINT IN
CUMBERLAND COUNTY WHEN HE HAD RESIDED IN CUMBERLAND
COUNTY FOR MORE THAN THREE (3) YEARS IN ACCORDANCE WITH
Pa.R.C.P. 1920.2(a)(1)?
(SUGGESTED ANSWER IN THE NEGATIVE)
m. ARGUMENT
VENUE IS PROPER IN CUMBERLAND COUNTY AND THE CASE SHOULD
NOT BE TRANSFERRED TO LANCASTER COUNTY.
Defendant's Petition to Transfer Venue should be denied. Pennsylvania Rule of Civil
Procedure 1920.2(a)(1) provides that "[an action of divorce]...may be brought only in the
county...in which the plaintiff or the defendant resides." Pa.R.C.P. 1920.2(a)(1) (2002). In the
present case, the parties have stipulated that at the time of the filing of the Divorce Complaint
and for more than three (3) years prior to such filing, Plaintiff, Dennis F. Iezzi, resided at 412
Geary Avenue, New Cumberland, Cumberland County, Pennsylvania 17070. Thus, the
2
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requirements of Rule 1920.2(a) are clearly satisfied. Venue is proper in Cumberland County
before this Honorable Court.
Defendant concedes that venue in Cumberland County is "technically proper" due to
Plaintiff's residence at the time the Divorce Complaint was filed. (See Defendant's Brief, p. 3).
Thus, Defendant's request for a transfer of venue to Lancaster County is solely based on the
alleged inconvenience of Plaintiff s selection offorum. Defendant's position is without merit
and the request for transfer of venue should be denied.
The decision to dismiss or transfer a pending action to an alternate forum is not one
which is regarded lightly by" Pennsylvania law. Indeed, as the Superior Court in Polev v.
Delmarva Power and Light Company, _ Pa. Super. _, 779 A.2d 544 (2001) opined, "a
court will. . .not dismiss for forum non conveniens unless justice strongly militates in favor of
relegating the plaintiff to another forum. This is especially true when the plaintiff has chosen to
litigate in his or her home forum." Id. at 547 (citations omitted). Such analysis is applicable in
the present case pertaining to Defendant's request to transfer venue. Here, Plaintiff elected to
initiate his divorce action in his home forum, the county in which he resided. As a result,
Plaintiff s election of forum is entitled to weighty consideration. As the Polv court explained, "a
plaintiff s choice of the place of snit will not be disturbed except for weighty reasons." Id.
(quoting Beatrice Foods Co. v. Proctor and Schwartz, 309 Pa. Super. 351, 359, 455 A.2d 646,
650 (1992)). Defendant's alleged inconvenience in traveling to Cumberland County for a
Master's hearing from Lancaster County does not constitute the requisite "weighty" reason for
the transfer of venue.
In addition, there are no witnesses or evidence in Lancaster County as alleged by
Defendant that justify transferring venue from Cumberland County. The parties are litigating a
3
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divorce in which the former marital residence has been sold. Thus, there is no appraisal or
expert witness pertaining to the home who will be involved in the Master's hearing. Moreover,
the parties are the witnesses who are needed to offer testimony in this matter. There is no other
evidence necessary to conclude the case. To the extent there are other witnesses. whom
Defendant wishes to call at the Master's hearing, the mere fact of the witnesses being in
Lancaster County as opposed to Cumberland is insufficient reason to transfer a properly initiated
divorce from Cumberland County.
Equally insufficient to justify transfer of venue is Defendant's continued reference to the
pendency of the support prq~eeding in Lancaster County, Had Defendant wished to resolve all
claims, support and divorce alike, in Lancaster County then she should have taken the initiative
to file in Lancaster County. By failing to do so, she cannot subsequently allege that having to
travel to Plaintiff's properly selected forum for litigation of her divorce is inconvenient. In
addition, the allegation of Cumberland County's inconvenience as a choice of forum for
Defendant arose only after she propounded discovery upon Plaintiff under the above-captioned
matter before this Honorable Court, and not coincidentally only after Plaintiff moved for the
appointment of a Master to bring the divorce to a conclusion. Accordingly, Defendant's Petition
for Transfer of Venue must be denied.
IV. CONCLUSION
Based on the foregoing, Plaintiff respectfully submits that Defendant's Petition for
Transfer of Venue must be denied.
4
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Date: July 19, 2002
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Respectfully submitted,
JAMES, SMITH, DURKIN & CONNELLY LLP
-
"
MAX J. SMITH, JR., ESQUIRE
LD. No. 32114
JARAD W. HANDELMAN, ESQUIRE
LD. No. 82629
P.O. Box 650
Hershey, PA 17033
(717) 533-3280
Attorney for Plaintiff, Dennis F. Iezzi
5
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CERTIFICATE OF SERVICE
I, JARAD W. HANDELMAN, ESQUIRE, do hereby certify that I served a true and correct
copy of the foregoing Brief upon the following below-named individual(s) by depositing same in
the U. S. Mail, postage pre-paid at Hershey, Dauphin County, Pennsylvania this 19th day of July
2002.
SERVED UPON:
John F. Pyfer, Jr., Esquire
128 North Lime Street
P.O. Box 1597
Lancaster, P A 17608
~~~
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JARA>> W. HANDELMAN, ESQUIRE
JAMES, SMITH, DURKIN & CONNELLY, LLP
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON -PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
STIPULATON
AND NOW, comes the Plaintiff, Dennis F. Iezzi, by and through his attorney, Max J.
Smith, Jr., Esquire, and Defendant, Joan E. Iezzi, by and through her attorneys, Pyfer & Reese,
and stipulate to the following facts for resolution of the Petition to Transfer Venue pending
before this Honorable Court:
1. Defendant, Joan Emilie Iezzi, currently resides at 203 Race Street, Bainbridge,
Lancaster County, Pennsylvania 17502.
2. At the time of the filing of the Divorce Complaint and for more than three (3)
years prior such filing, Plaintiff, Dennis F. Iezzi, resided at 412 Geary Avenue,
New Cumberland, Cumberland County, Pennsylvania 17070.
3. Plaintiff currently resides in Berks County, Pennsylvania.
4. The home in which Defendant currently resides is not the parties' former marital
residence.
5. The parties' former marital residence in Lancaster County has been sold as of
May 6, 2002. Prior to May 6,2002 the Defendant resided in the former marital
residence.
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6. Defendant is employed as a school teacher in the Donegal, Lancaster County
School District.
7. Plaintiff is employed as a school teacher in the Exeter School District, Berks
County, Pennsylvania.
8. The Divorce Complaint in this matter was filed by Plaintiff on October 17, 2001.
9. On April 5, 2002, a Petition raising economic claims, as well as a Motion for
Appointment of Master, was fIled by Plaintiff in the Cumberland County Court of
Common Pleas.
10. On or about April 25, 2002, Defendant propounded discovery in the form of
Interrogatories upon Plaintiff under the above-captioned docket.
11. A support action captioned as Joan E. Iezzi, Plaintiff v. Dennis F. Iezzi,
Defendant was initiated by Plaintiff and currently exists in the Lancaster County
Court of Common Pleas, Domestic Relations Section, Docket Number 2001-
03119, PACSES No. 501103908.
Respectfully submitted,
Respectfully submitted,
_ JAMF5~.'SMI... TR'DU.~Y'LLP
~ ~~,
MAX J. SMITH, JR., ESQUIRE
Attorney I.D. No. 32114
JARAD W. HANDELMAN, ESQUIRE
Attorney LD. No. 82629
PYFER & REESE
~il
~nOHN F. PYFER, JR., ESQUIRE
Attorney LD. No. 15743
128 North Lime Street
P.O. Box 1597
Lancaster,PA 17608-1597
(717) 299-7342
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
Attorneys for Plaintiff, Joan E. Iezzi
Attorneys for Plaintiff, Dennis F. Iezzi
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Robert H. ReeSe,Ir.
Christapher C. Straub
Sandra Edwards Gray
Gabriella Hashem Farhat
Catharine 1. Roland
Rnxanne C. Garner
RScottMorrow
Gretchen M Schlagnha~fer
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J U L 21 2002\:::1
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Lawyers for Life
128 NORTH LIME STREET
P.O. Box 1597
1 "Nt -\~ TER, PENNSYLVANIA '7608-1597
717-299-7342 !a:q17-299-1376
2801 WILLOW STREET PIIm
P.O. Box 157
WU.L(lWSTREET,PENNSYLVANIA 17584
7'1'464-5900
OFFICES ALSO IN EPHRATA
www.pyferrtBSll.com
1-88s.793.3773
July 19,2002
The Honorable Edward E. Guido
Cumberland County Court of Common Pleas
One Courthouse Square
Carlisle, P A 17013
Re: Deunis F. Iezzi vs. Joan Emilie Iezzi
No. 2001-5988
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Enclosed please find an original and two (2) copies of the Stipulation of Facts that has
been prepared and executed by counsel with regard to the above matter currently pending before
Your Honor.
Please advise if anything further is required pursuant to this Stipulation.
Thank you.
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Jarad W. Handelman, Esquire
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Joan Emilie Iezzi
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John F. Pyfer, Jr., Esquire
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JUL 22 20~
DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON 'PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001-5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
STIPULATON
AND NOW, comes the Plaintiff, Dennis F. Iezzi, by and through his attorney, Max J.
Smith, Jr., Esquire, and Defendant, Joan E. Iezzi, by and through her attorneys, Pyfer & Reese,
and stipulate to the following facts for resolution of the Petition to Transfer Venue pending
before this Honorable Court:
1. Defendant, Joan Emilie Iezzi, currently resides at 203 Race Street, Bainbridge,
Lancaster County, Pennsylvania 17502.
2. At the time of the filing of the Divorce Complaint and for more than three (3)
years prior such filing, Plaintiff, Dennis F. Iezzi, resided at 412 Geary Avenue,
New Cumberland, Cumberland County, Pennsylvania 17070.
3. Plaintiff currently resides in Berks County, Pennsylvania.
4. The home in which Defendant currently resides is not the parties' former marital
residence.
5. The parties' former marital residence in Lancaster County has been sold as of
May 6, 2002. Prior to May 6, 2002 the Defendant resided in the former marital
residence.
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6. Defendant is employed as a school teacher in the Donegal, Lancaster County
School District.
7. Plaintiff is employed as a school teacher in the Exeter School District, Berks
County, Pennsylvania.
8. The Divorce Complaint in this matter was filed by Plaintiff on October 17, 2001.
9. On April 5, 2002, a Petition raising economic claims, as well as a Motion for
Appointment of Master, was filed by Plaintiff in the Cumberland County Court of
Common Pleas.
10. On or about April 25, 2002, Defendant propounded discovery in the form of
Interrogatories upon Plaintiff under the above-captioned docket.
11. A support action captioned as Joan E. Iezzi, Plaintiff v. Dennis F. Iezzi,
I
Defendant was initiated by Plaintiff and currently exists in the Lancaster County
Court of Common Pleas, Domestic Relations Section, Docket Number 2001-
03119, PACSES No. 501103908.
Respectfully submitted,
Respectfully submitted,
JAMES,SMITH,I)~Y'LLP
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MAX J. SMITH, JR., ESQUIRE
Attorney I.D. No. 32114
JARAD W. HANDELMAN, ESQUIRE
Attorney I.D. No. 82629
PYFER & REESE
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~rJOHN F. PYFER, JR., ESQUIRE
Attorney I.D. No. 15743
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
128 North Lime Street
P.O. Box 1597
Lancaster,PA 17608-1597
(717) 299-7342
Attorneys for Plaintiff, Joan E. Iezzi
Attorneys for Plaintiff, Dennis F. Iezzi
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DENNIS F. IEZZI,
Plaintiff
: IN THE COURT OF COMMON.PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
vs.
: NO. 2001 - 5988 CIVIL TERM
JOAN EMILIE IEZZI,
Defendant
: CIVIL ACTION - LAW
: IN DIVORCE
STIPULA TON
AND NOW, comes the Plaintiff, Dennis F. Iezzi, by and through his attorney, Max J.
Smith, Jr., Esquire, and Defendant, Joan E. Iezzi, by and through her attorneys, Pyfer & Reese,
and stipulate to the following facts for resolution of the Petition to Transfer Venue pending
before this Honorable Court:
1. Defendant, Joan Emilie Iezzi, CUlTently resides at 203 Race Street, Bainbridge,
Lancaster County, Pennsylvania 17502.
2. At the time of the filing of the Divorce Complaint and for more than three (3)
years prior such filing, Plaintiff, Dennis F. Iezzi, resided at 412 Geary Avenue,
New Cumberland, Cumberland County, Pennsylvania 17070.
3. Plaintiff currently resides in Berks County, Pennsylvania.
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4.
The home in which Defendant currently resides is not the parties' former marital
residence.
5. The parties' former marital residence in Lancaster County has been sold as of
May 6, 2002. Prior to May 6, 2002 the Defendant resided in the former marital
residence.
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6. Defendant is employed as a school teacher in the Donegal, Lancaster County
Schoo I District.
7. Plaintiff is employed as a school teacher in the Exeter School District, Berks
County, Pennsylvania.
8. The Divorce Complaint in this matter was filed by Plaintiff on October 17, 2001.
9. On April 5, 2002, a Petition raising economic claims, as well as a Motion for
Appointment of Master, was filed by Plaintiff in the Cumberland County Court of
Common Pleas.
10. On or about April 25, 2002, Defendant propounded discovery in the form of
Interrogatories upon Plaintiff under the above-captioned docket.
11. A support action captioned as Joan E. Iezzi, Plaintiff v. Dennis F. Iezzi,
I
Defendant was initiated by Plaintiff and currently exists in the Lancaster County
Court of Common Pleas, Domestic Relations Section, Docket Number 2001-
03119, PACSES No. 501103908.
Respectfully submitted,
Respectfully submitted,
JAMllS~Y'LLP
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MAX J. SMITH, JR., ESQUIRE
Attorney LD. No. 32114
JARAD W. HANDELMAN, ESQUIRE
Attorney LD. No. 82629
PYFER & REESE
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~nOHN F. PYFER, JR., ESQUIRE
Attorney LD. No. 15743
P.O. Box 650
Hershey, P A 17033
(717) 533-3280
128 North Lime Street
P.O. Box 1597
Lancaster, PA 17608-1597
(717) 299-7342
Attorneys for Plaintiff, Joan E. Iezzi
Attorneys for Plaintiff: Dennis F. Iezzi
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DENNIS F. IEZZI
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
v.
JOAN EMILIE IEZZI
: NO. 2001-5988 CIVIL TERM
IN RE: DEFENDANT'S PETITION TO TRANSFER VENUE
BEFORE BAYLEY, GUIDO, JJ.
ORDER OF COURT
AND NOW, this 26TH day of JULY, 2002, the Defendant's Petition to Transfer
Venue is DENIED.
Edward E. Guido, J.
Max J. Smith, Jr., Esquire
Jarad W. Handelman, Esquire
For the Plaintiff
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John F. Pyfer, Jr., Esquire
For the Defendant
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYh V MilA 0
CIVIL ACTION - LAW .~ ~. ::
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DENNIS F. IEZZI
No. 2001-5988 Civil Term
vs.
In Divorce
JOAN EMILIE IEUI
PETITION FOR ALIMONY AND COUNSEL FEES. COSTS AND EXPENSES
I. The Petitioner is Joan Emilie Iezzi, the Defendant in the above-captioned divorce
action.
2. The Respondent is Dennis F. Iezzi, the Plaintiff in the above-captioned divorce
proceedings.
COUNT I - ALIMONY
3. Paragraphs 1 and 2 are incorporated herein by reference.
4. Petitioner lacks suHicient property to provide for her reasonable means and is unable to
sUPP0l1 herself through appropriate employment.
5. Petitioner requires reasonable support to adequately maintain herself in accordance
with the standard of living established in the marriage,
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No 2001-5988 Civil Term
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WHEREFORE, Petitioner requests Your Honorable Court to enter an award of
reasonable alimony upon entry of a final Decree in Divorce.
COUNT II - ATTORNEY'S FEES. COSTS AND EXPENSES
6. Paragraphs 1 through 5 are incorporated herein by reference.
7. Petitioner has employed Pyfer & Reese, as counsel, but is unable to pay the necessary
and reasonable attorney's fees for said counsel.
WHEREFORE, Petitioner respectfully requests Your Honorable Court to enter an award
of temporary counsel fees, costs and expenses until tinal hearing and thereupon award such
additional counsel fees, costs and expenses as are deemed appropriate.
PYFER & REESE
By:
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P.O. Box 1597
Lancaster P A 17608-1597
(717) 299-7342
o. 15743
Street
No 2001-5988 Civil Term
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VERIFICA nON
I verify that the statements made in this Petition 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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Dated:
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No. 2001-5988 Civil Term
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PROOF OF SERVICE
I hereby certify that I am this day serving the foregoing document upon the person and in
the manner indicated below, which service satistles the requirement ofPa. R.C.P. 440.
Service by first class mail addressed as follows:
Max J. Smith, Jr., Esquire
Jarad W. Handelman, Esquire
Attorneys for Plaintiff
PO Box 650
Hershey PA 17033
PYFER & REESE
By:
. 15743
Dated 8/12/02
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Robert H. Reese, JT.
Christopher C Straub
Sandra Edwards Gray
Galrriella Hashem Farhat
Catharine 1. Roland
Roxanne C. Garner
Julieane E. Lozar
RScottMorrow
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Lawyers for Life
128 NORTH LIME STREET
W Box '597
LANCASTER, PENNSYLVANIA 17608-1597
717-299-7342 !ax717-zgg-1376
OrnCES IN WIUDW STREET AND EPHRATA
www.pyferreese.com
J.88s.793.3773
August 6, 2002
E. Robert Elicker, II, Esquire
Divorce Master
Office of Divorce Master
Cumberland County Court of Common Pleas
9 North Hanover Street
Carlisle, P A 17013
Re: Dennis F. Iezzi vs. Joan Emilie Iezzi
No. CI-01-5988 - Divorce
Dear Mr. Elicker:
We are writing in response to your letter of August I, 2002. We do not dispute the
procedural history or discovery matters as set forth in your correspondence. We do intend to file
with the Court claims for alimony as well as reimbursement ofattomey's fees on behalf of Mrs.
Iezzi. Please note that Judge Guido only recently denied our request to have this matter
transferred to Lancaster County. We did not believe it to be appropriate to file the economic
claims on behalf of Mrs. Iezzi until the venue issue was resolved.
We do not believe that counsel would have any objection to these claims being included
in the matters to be addressed by our respective Pre-Trial Statements and will take prompt steps
to file these additional economic issues with the Court.
Thank you.
Very truly yours,
JFPjr/trw
cc Max J. Smith, Jr., Esquire
Joan Emilie Iezzi
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Robert H. Rilese,Jr.
Christopher C. Straub
Sandra Edwards Gray
Gabrielln Hashem Farhat
Catharine I. Rnland
Roxanne C. Garner
R Scott Morrow
Gretchen M. Schlq;nhaufer
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Lawyers for Life
128 NOR1H LrMESTREET
P.O. Box 1597
LANCASTER, PENNSYLVANIA 17608-1597
7'7"9g.734' fax717"9frI376
OmcES IN WIllOW STREET AND EPHRATA
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J.88fJ.79>3773
August 21,2002
Office of the Prothonotary
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Dennis F.lezzi vs. Joan Emilie Iezzi
No. 2001- 6988 Civil Term
Action in Divorce
Dear Sir or Madam:
Please find enclosed herewith an original and four (4) copies of Defendant's Pre-
trial Statement that we are submitting for filing in the above-captioned matter on behalf
of Defendant, Jaon Emilie Iezzi.
In addition, we are enclosing self-addressed stamped enveloped for your
convenience in forwarding a time-stamped copy of the Pre-trial Statement to Attorney
Max J. Smith, counsel for Plaintiff, E. Robert Elicker, II, Esquire, Divorce Master and our
office.
Thank you.
Very truly yours,
John F. Pyfer, Jr.
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...t. Robert Elicker, II, Esquire
Joan Emilie Iezzi
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Max 1. Smith, Jr.
mjsjr@jsdlegal.com
August 26, 2002
Office of Divorce Master
Attn: E. Robert Elicker, II, Esquire
9 North Hanover Street
Carlisle, P A 17013
In re: Iezzi v. Iezzi
No. 2001-5988
In Divorce
Dear Bob:
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Enclosed please find a time-stamped copy of the Pre-Trial Statement that has been filed
on behalf of Dennis Iezzi in the above matter. A copy is being furnished to opposing
counsel, John Pyfer, along with a copy of this letter.
We look forward to the scheduling of a pre-hearing conference at your earliest
convenience.
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Very truly yours,
JAMErJll!J:tH' DURKIN & CONNELLY LLP
Max J. Smith, Jr.
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Enclosure
cc: John F. Pyfer, Jr., Esquire w/enc
Dennis F. Iezzi w/enc
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MAIUNG ADDRESS:
P.O. BOX 650
HERSHEY, PA 17033
TEL. 717.533.3280
FAX 71n'i33.2795
INFO@JSDLEGAL.COII,l
WWW.JSDC.COlvi
GARY L. JAMES
MAX J. SMITH, JR.
KAREN DURKIN
JOHN J. CONNELLY, JR.
SCOTT A. DIETTERICK
JAMES F. SPADE
GREGORY K. RICHARDS
RICHARD L. DAHLEN
SUSAN M. KADEL
JARAD W. HANDELMAN
DONNA M. MULLIN
EDWARD P. SEEBER
NEIL W. YAHN
BERNARD A. RYAN, JR..
COURTNEY L. KISHEL
OF COUNSEL:
ANDREW W. BARBIN
HERSHEY, PA
MANLEY & DEAS, LLC
COLUMBUS. OH
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John F. FyIer; Jr.
Robert H. Reese, Jr.
Christrtpher C. Straub
Sandra Edwards Gray
Gabriella Hashem Farhat
Catharine 1. Roland
Roxanne C. Garner
R Scott Morrow
Gretchen M. Schlagnhaufer
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Lawyers for Life
128 NORTH LIME STREET
P.O. Box 1597
LANCASTER, PENNSYLVANIA 17608-1597
7'7"9(}'734' lax7'7'29(}"376
2801 WIllOW STREET PIKE
P.O. Box 157
WILLOW STREET, PENNSYLVANIA 17584
7'7'464'5900
OFFICES ALSO IN EPHRATA
www.pyferreese.com
J.88s.793.3773
August 27,2002
E. Robert Elicker, II, Esquire
Divorce Master
Office of Divorce Master
Cumberland County Court of Common Pleas
9 North Hanover Street
Carlisle, PA 17013
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Re:
Dennis F. Iezzi vs. Joan Emilie Iezzi
No. CI-01-5988 - Divorce
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Enclosed please find a time-stamped copy of the Petition for Alimony and Counsel Fees,
Costs and Expenses that has now been filed by our office on behalf of Mrs. Iezzi. Please note
that a copy of the Petition has been served upon Attorney Max J. Smith, Jr., counsel for Mr.
Iezzi.
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JFPjr/trw
Enclosure
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Gretchen M. Schlagnlwufer
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Lawyel's fol' Life
128 NORTIIUME STREET
P.O. Box 1597
LANCASTER, PENNSYLVANIA 17608-1597
717"99"734' fax717'29lY1376
OmCES IN WIlLOW STREET AND EPHRATA
www.jJyferreese.com
].888.793-3773
November 12, 2002
E. Robert Elicker, II, Esquire
Divorce Master
Office of Divorce Master
Cumberland County Court of Common Pleas
9 North Hanowr Street
Carlisle, PA 17013
Re: Dennis F. Iezzi v. Joan Emilie Iezzi
No. 01-5988
Action in Divorce
Dear Mr. Elicker:
It is my understanding the Pre-Trial Conference in the above matter has been rescheduled
for January 17, 2002 at 1:30 p.m. in your office located at 9 North Hanover Street, Carlisle,
Pennsylvania.
Thank you.
Very truly yours,
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Max J. Smith, Jr., Esquire
Joan Emilie Iezzi
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DENNIS F. IEZZI
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
v.
JOAN EMILIE IEZZI
: NO.
01 - 5988
: IN DNORCE
ORDER AND NOTICE SETTING HEARING
TO: Dennis F. Iezzi
Max J. Smith, Jr.
, Plaintiff
, Counsel for Plaintiff
Joan Emilie Iezzi
, Defendant
, Counsel for Defendant
John F. Pyfer, Jr.
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 20th day of
February 2003 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,
George E. Hoffer, President Judge
Date of Order and
Notice: 10/23/02
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
2 LIBERTY AVENUE, CARLISLE, PA 17013
TELEPHONE (717) 249-3166
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DENNIS F. IEZZI,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
CIVIL ACTION - LAW
NO. 01 - 5988 CIVIL
JOAN EMILIE IEZZI,
Defendant
IN DIVORCE
CONFERENCE WITH
COUNSEL AND THE PARTIES
TO: Max J. Smith, Jr.
Dennis F. Iezzi
, Counsel for plaintiff
, Plaintiff
John F. pyfer, Jr.
Joan Emilie Iezzi
, Counsel for Defendant
, Defendant
A conference has been scheduled at the Office of
the Divorce Master, 9 North Hanover Street, Carlisle,
Pennsylvania, on the 6th day of December 2002, 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:
October 23, 2002
E. Robert Elicker, II
Divorce Master
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DENNIS F. IEZZI,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO. 01 - 5988 CIVIL
JOAN EMILIE IEZZI,
Defendant
IN DIVORCE
ORDER OF COURT
AND NOW, this
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day of ~.~
2003, the economic claims raised in the proceedings having
been resolved in accordance with a postnuptial agreement
dated March 17, 2003, the appointment of the Master is
vacated and counsel can file a praecipe transmitting the
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record to the Court requesting a final decree in divorce.
BY THE COURT,
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Attorney for Plaintiff
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012303/CCSI drl/Postnuptial/Iezzi
[N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
vs.
: No. 2001-5988 Civil Term
In Divorce
JOAN EMILIE IEZZI
POSTNlJPTTAT AGRFFMFNT J
This Agreement is made and concluded this J1J!! day of ~
, 2003, by and
between DENNIS F. IEZZI, of Berks County, Pennsylvania, (hereinafter referred to as
"HUSBAND"); and JOAN EMILIE IEZZ1, of Bainbridge, Lancaster County, Pennsylvania,
(hereinafter referred to as "WIFE").
WITNESSETH:
WHEREAS, the parties hereto are HUSBAND and WIFE, and the father and mother
respectively of two (2) emancipated children; and
WHEREAS, unfortunate and irreconcilable differences have arisen between the parties
hereto by reason of which continued cohabitation as HUSBAND and WIFE has been rendered
impossible; and
WHEREAS, the said parties have agreed on a settlement of aU property rights and
differences existing between them; and
WHEREAS, the parties hereto intend this Agreement to be a full, complete, and valid
Postnuptial Agreement, providing for the absolute and final settlement of all their respective
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property rights and all claims for spousal support, alimony pendente lite, alimony, and counsel
fees, costs and expenses;
NOW, THEREFORE, with the foregoing recitals being hereinafter incorporated by
reference and deemed as an essential part hereof, and intending to be legally bound hereby, and
for other good and sufficient consideration, the receipt whereof is hereby acknowledged, the
parties being separately advised and represented by counsel, mutually agree as follows:
1. NO-FATTT T OTVORrF TTNOFR SFrTTON 1,01(,,) OF THF OOMFSTTr
RFT ATTONS rOOF OF PFNNSYT VANTA. HUSBAND and WIFE agree that HUSBAND
shall secure a no-fault divorce based upon the irretrievable breakdown of their marriage.
HUSBAND and WIFE further agree to execute their respective Affidavits of Consent and
Waivers under Section 330l(c) of The Domestic Relations Code of Pennsylvania and to execute
any and all other documents necessary under existing Rules of Pennsylvania Civil Procedure and
local Rules of the Court of Common Pleas of Cumberland County, Pennsylvania, in order to
allow HUSBAND to file all such documents in the Court of Common Pleas of Cumberland
County, Pennsylvania, to obtain a final Decree in Divorce from the Court of Common Pleas of
Cumberland County, Pennsylvania. Neither HUSBAND nor WIFE shall either directly or
indirectly permit the withdrawal of their respective Affidavits of Consent or of any and all other
documents executed by HUSBAND and WIFE subsequent to the execution of the documents.
2. OA TF OF FXFrTJTTON 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
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date" ofthis Agreement shall be defined as the date of execution by the party last executing this
Agreement.
3. RF AT FST A TFIFSrROW ArrOTTNT. The parties' former marital residence has
been sold, and the net proceeds from the sale of the marital real estate have been deposited into a
joint Escrow Account maintained through the Bank of Lancaster County in the amount of
approximately Thirty-Six Thousand Seven Hundred Fifty ($36,750.00) Dollars, including a
separate down payment check in the amount of Two Thousand ($2,000.00) Dollars. The parties
have agreed that the entire Escrow Account and down payment check shall be transferred in full
to WIFE upon execution of this Agreement and delivery to HUSBAND'S counsel of the
agreement to terminate the existing alimony pendente lite order which was entered through the
Lancaster County Domestic Relations Office upon the entry of a final decree in divorce.
HUSBAND'S counsel shall execute any withdrawal slips or other documents necessary to
liquidate the existing escrow funds.
4. j>FRSONAl PROPFRTY. The parties have heretofore divided between themselves
all of their marital and non-marital personal property. Each is to retain what personal property he
or she has in his or her present possession.
Each does hereby specifically waive, release, renounce, and forever abandon whatever
claims, if any, he or she may have with respect to any items which are in the possession ofthe
other.
5. MOTOR VFHTrT FS. The 1998 Acura CL automobile shall henceforth belong solely
and exclusively to HUSBAND alone, and WIFE hereby relinquishes, remises, quitclaims, and
discharges any and all interest in and to the said vehicle. HUSBAND shall be solely and
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exclusively responsible for the outstanding obligation with respect to the Acura vehicle and shall
indemnify and save harmless WIFE with'tegatdtoahy and all payments,attomey's fees, or
expenses of any kind, with regard to this obligation. WIFE shall execute any title documents as
requested by HUSBAND upon proof of HUSBAND'S removal of WIFE from the existing auto
liability.
WIFE shall retain the 1993 Mercury Villager van titled in WIFE'S name and shall save
and hold harmless HUSBAND with regard to any debts, liabilities, or obligations of any kind
relating to the van.
6. RFTTRFMFNT A('('OTTNTS. Both parties are participants in the PSERS Retirement
System pursuant to their employment in the teaching field. Both parties have submitted their
Retirement Account information to consulting actuary Harry M. Leister, Jr., for purposes of
preparing a present value calculation. Pursuant to the resolution of the parties' equitable
distribution claim and based upon the valuation prepared by Mr. Leister, the parties have agreed
that WIFE shall retain her PSERS Retirement Plan in full and, in addition, shall receive a specific
distribution from the portion of HUSBAND'S Retirement Plan funded by HUSBAND'S
contribution and interest. Specifically, the parties have agreed that WIFE shall receive the sum
of Fifty-Two Thousand ($52,000.00) Dollars as of January 17,2003, and shall receive all interest
accumulated to this amount from January 17,2003 to the date of distribution from HUSBAND'S
Account to WIFE which is anticipated to occur on or about the date of HUSBAND'S retirement.
The current interest rate accruing under the contributions and interest portion of the Retirement
Plan is four (4%) percent and there is no current indication that said interest rate shall be
modified or amended. In the event the interest rate shall be revised by the Retirement Plan,
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WIFE'S accumulation shall be based upon the revised interest rate upon until the date of
distributiol'\; WIFE'S distribution shall be received in a single lump sum and shall'includethe
principal amount of Fifty-Two Thousand ($52,000.00) Dollars, plus accumulated interest to be
withdrawn in a lump sum from HUSBAND'S contribution and interest account. WIFE'S
counsel shall prepare the necessary Domestic Relations Order subject to approval by the PSERS
Retirement Administrator. In the event of a dispute with regard to the language or preparation of
the Domestic Relations Order, the parties shall refer the dispute to Harry M. Leister, Jr., and shall
share equally Mr. Leister's expense.
With the exception of the distribution as set forth above from the contribution interest
portion of HUSBAND'S Retirement Plan, HUSBAND shall retain the remainder of his
Retirement Plan, including the remaining portion of the contributions and interest and the
balance of the benefit funded by the Commonwealth of Pennsylvania. In addition, both parties
shall retain any TSA account balances which they have accumulated. It is the understanding of
both parties that both accounts have been initiated and accumulated by the respective parties
subsequent to the parties' marital separation. Both parties shall execute any documents necessary
to evidence a waiver of any claim to the other's respective Retirement Accounts and benefits,
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except as set forth under this Agreement.
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7. SFPARATF ASSFTS. The parties hereby agree that, as to all assets not specifically
mentioned herein, including term and whole life insurance policies, which are presently titled in
the sole name of one of the parties hereto or, if untitled, are presently in the sole possession of
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one of the parties hereto, the party not having title thereto or possession thereof hereby waives,
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releases, relinquishes and forever abandons any and all claims therein, including any claim to
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death benefits, and acknowledges that the party having title or possession of such items shall be
the sole and exclusive owner thereof.
8. AFTFR-ACQTJTRFO PROPFRTY 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 were urunarried.
9. mVISION OF SA VTNGS A NO CHFCKTNG ArCnT TNTS. All savings and checking
accounts in the joint names of HUSBAND and WIFE have been closed, and the funds deposited
therein withdrawn and divided between the parties heretofore.
All savings and checking accounts in the individual names of HUSBAND and WIFE
shall remain the separate property of each, independent of any claims or rights of the other.
10. SPOTJSAI SITPPORT/AI IMONY PFNOFNTF I TTF/AI TMONY. There is
currently an Order entered through the Lancaster County Domestic Relations Section in favor of
WIFE for alimony pendente lite in the amount of Three Hundred Thirty Dollars and 721100
($330.72) bi-weekly, which Order was effective as of June 1,2002. The parties have agreed that
pursuant to the overall terms of their economic settlement, and specifically, based upon WIFE'S
receipt of the entire cash Escrow Account and HUSBAND'S assumption, payment, and release
of WIFE from all marital liabilities, including joint and individual credit card obligations, as well
as all educational loans, that the existing Order for alimony pendente lite shall terminate upon the
entry of a final decree in divorce, which is anticipated to occur during the month of February,
2003. The termination of the Domestic Relations Order shall be subject to HUSBAND'S
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payment of any outstanding arrearage, as well as any unreimbursed medical expenses which may
be due and owing, as well as costs due to the County of Lancaster.
Further, pursuant to the specific terms of the parties' Postnuptial Agreement, WIFE
hereby waives any further claim to spousal support, alimony pendente lite, and/or alimony, so
long as HUSBAND has fulfilled his obligation to transfer the entire cash Escrow Account to
WIFE and to assume and satisfy and hold WIFE harmless with regard to all marital debts and
obligations. WIFE'S waiver of the claim to further support and/or maintenance is specifically
premised and in consideration of HUSBAND'S assumption of the marital debt. In the event that
HUSBAND shall default under his obligation, WIFE is hereby specifically granted leave to
petition a court of competent jurisdiction to open the alimony provisions of this settlement.
HUSBAND, likewise, waives any claim which he may have with regard to spousal
support, alimony pendente lite and/or alimony based upon HUSBAND'S higher income and
superior earning capability.
The parties further agree and understand that, upon the entry of a final decree in divorce,
each shall be responsible for their own major medical and health insurance coverages and that
each shall be responsible for the payment of their own unreimbursed medical bills and expenses.
11. OJ TTST A NOfNG OFRTS. HUSBAND shall assume the following obligations and
shall save and hold harmless WIFE from any claim or demand therefore, whatsoever.
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Accollnt NllmhPT
R::Il::Jncp. Owine
First USA (WIFE'S name) 4417 1241 3810 8326 $18,458.00
(Paid by WIFE through January, 2003, a copy of which statement is attached hereto as part of
Exhibit "A")
Capital One (WIFE'S name) 4305-7218-2742-9346 $ 2,667.00
(Paid by WIFE through January, 2003, a copy of which statement is attached hereto as part of
Exhibit "A")
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Capital One
$ 9,881.00
Capital One
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Sallie Mae Education Loans (2)
$ 9,888.00
U.S. Department of Education Loans (3)
$19,341.00
Knight Tuition Plan Loan
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Vehicle loan for Acura
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The parties hereto specifically agree that HUSBAND'S assumption of the instant
obligations is in lieu of on-going spousal support, maintenance, or alimony obligations, and
accordingly, HUSBAND'S obligation to save and hold harmless WIFE with regard to these
liabilities shall not be subject to discharge in the event of bankruptcy filing on behalf of
HUSBAND. Said payments by HUSBAND are specifically in the nature of spousal support
and/or maintenance and are in lieu of an on-going alimony obligation. HUSBAND further agrees
and understands that the payments required under this paragraph must be made and satisfied in a
timely fashion so that WIFE'S credit rating shall not be adversely impacted. In the event that
WIFE shall, nonetheless, be required to make payment upon any of the above obligations despite
HUSBAND'S assumption of these liabilities, WIFE shall be entitled to recover all said payments
pursuant to the initiation and re-opening of her alimony claim under the above paragraph 10.
12. RRFAC'H If either party hereto breaches any provision hereof, then the non-
breaching party shall have the right, at his or her election, to sue for damages for said breach, or
seek such other remedies or relief as may be available to him or her, and the defaulting party
shall be responsible for payment of all legal fees and costs incurred by the other party in
enforcing his or her rights under this Agreement.
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13. WATVFR OF PFNNSYT VANTA mVORrF rOT)F RTGHTS. All property set apart
herein either noW or in the future as the separate property of either HUSBAND or WIFE"afid'a.ll
property now owned by or titled to HUSBAND or WIFE individually and all property acquired
by HUSBAND or WIFE individually at anytime after the execution of this Agreement shall
remain the separate property of HUSBAND or WIFE and shall under no circumstances be
considered as or deemed to be or construed to be "marital property" as that term is used in the
Pennsylvania "Divorce Code" and such property shall expressly not be subject to equitable
distribution nor shall any appreciation in value of such property be subject to equitable
distribution. This Agreement shall be deemed to be and construed to be a valid Agreement for
the purpose of waiving the provisions concerning equitable distribution as that term is used in the
Pennsylvania Divorce Code.
14. mSrT OST JRF, Each of the parties hereto agrees that he or she has made a full and
complete disclosure to the other of all assets and liabilities whether joint or individual of each
party and each party further acknowledges that he or she is satisfied that such complete
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disclosure has been made.
15. TNrORPORATTON TN TTfT)GMFNT FOR mVORrF, In the event either
HUSBAND Of WIFE at any time hereafter obtains a divorce in the cause presently or hereafter
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pending between them, this Agreement and all of its provisions may be incorporated for the
purposes of enforcement only, but not merged, into any such judgment for divorce, either directly
or by reference. The Court on entry of the judgment for divorce shall retain the right to enforce
the provisions and the terms of the Agreement.
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16. r()1 JNSFI FFFS. Each party hereto agrees to be responsible for his or her own
legal fees and expenses.
17. pJ"RSONAI RIGHTS. Each party shall be free from all interference, authority, and
control, direct or indirect, by the other, as fully as if he or she were single and unmarried.
Neither party shall disturb, malign, or molest the other, or compel or endeavor to compel the
other to cohabit or dwell with him or her, or to interfere with the occupation, friendships, society,
or acquaintances which either of the parties hereto may choose to have from this day forward.
18. FXFrl TTlON OF nOrl TMFNTS. Each party shall, upon the reasonable request of
the other party or his or her designees, promptly make, execute and deliver any papers,
documents and instruments and perform such acts as may be reasonably necessary or desirable
for the purpose of gi ving full force and effect to the provisions of this Agreement and to carry out
the intent of the parties as expressed herein.
19. PAR TI AT my AT IDlTY. If any provision of this Agreement is held to be invalid or
unenforceable, all other provisions shall nevertheless continue in full force and effect.
20. w A IYFR OF FST A TF ('T AIMS. Each party hereby waives, releases, and
relinquishes any and all rights that he or she may now have, or hereafter acquire as the other
party's spouse under the present or future laws of any jurisdiction, including, but not limited to,
the following:
(A) To elect or take against any will or codicils of the other party, now or
hereafter in force.
(B) To share in the other party's estate in the case of intestacy.
(C) To act as executor or administrator of the other party's estate.
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21. STTES. This Agreement shall be construed and governed in accordilhcewith the
laws of the Commonwealth of Pennsylvania.
22. f'ONSTRT Jf'TTON. This Agreement shall not be construed against either party as the
party preparing it, it being agreed that both parties have participated fully in the preparation
thereof.
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23. FNTTRF AGRFFMFNT. 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.
24. RFPRFSFNT A TTON. Each party acknowledges that this Agreement has been
entered into freely and voluntarily with full knowledge of the facts and full information as to the
legal rights and liabilities of each (having been advised by his or her individual attorney, Pyfer &
Reese in the case of WIFE, and Max J. Smith, Jr., Esquire, in the case of HUSBAND), and that
each hereby certifies that he or she has fully read this Agreement, understands the same and
believes the same to be reasonable under the circumstances.
25. RTNnTNG FFFF(T The terms, provisions and conditions of this Agreement shall
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be binding upon any and all of the heirs, executors, administrators, successors or assigns of either
of the respective parties hereto, except as otherwise herein provided.
26. MOnTFTf'ATTON ANn WATVFR. 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
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any of the provisions of this Agreement shall not be construed as a waiver of any subsequent
default ofthesameor.similar nature.
27. FNFORC:FMFNT. The parties hereto agree that the provisions of this Agreement
may be entered and enforced by an appropriate court order at the action of the entitled party and
against the obligated party, as the case may be, in the instance in question, when any problem
anses.
28. PTJRPOSF, This Agreement constitutes the entire understanding between the parties
and there are no covenants, conditions, representations or agreements, oral or written of any
nature whatsoever, other than those herein contained. The provisions of this Agreement are
intended to consider, determine, and distribute all of the assets of the parties hereto as a part of
the terms of this Postnuptial Agreement This Agreement is intended by the parties hereto to be a
valid Postnuptial Agreement, providing for the absolute and final settlement of their respective
property and rights, except with regard to matters which may be specifically subject to further
review and consideration under the terms of this Agreement This Agreement is not intended to
be a mere Separation Agreement
29. TNTFNTTON, Each of the parties hereto intends to be legally bound hereby, and this
Agreement shall be binding upon the heirs, personal representatives and assigns of the respective
parties hereto.
TN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and
year first above written.
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This Agreement is executed in duplicate, and in counterparts, and HUSBAND and WIFE,
,as parties hereto, acknowledge the receipt of a duly executed copy hereof;and'ilcknowledge that
each copy shall constitute an original.
Witnesses:
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~14V\'
On this, th~ day of I~
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, 2003, before me, a Notary Public, the
undersigned officer, personally appeared DENNIS F.lEZZI, known to me, (or satisfactorily
proven) to be the person whose name is subscribed to the within Postnuptial Agreement, and
acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
NOTARIAL SEAL
H~k~lt~E ELLIOTT, NOTARY PUBLIC
MY COMM/~~~~ ~~~~~ J~~~}t~
COMMONWEALTH OF PENNSYLVANIA :
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Notary Public
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COUNTY OF LANCASTER ~
On this, the / 1 ~ay of ~
,2003, before me, a Notary Public, the
undersigned officer, personally appeared JOAN EMILIE IEZZI, known to me, (or satisfactorily
proven) to be the person whose name is subscribed to the within Postnuptial Agreement, and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have
my hand and notarial seal.
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NOTARIAL SEAL
Troupler R. Wilkinson, Notary Publlo
Lancaster City, Lancaster County, PA
My Commission expires April 24, 2004.
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EXHIBIT A
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Account Summary
Previous Balance
Payments., Credits and Adjustments
Transactions
Finance Charges
$2,667.98
$47.00
$25.00
$21.77
New Balance
r..linimum Amount Due
Payment Due Date
Total Credit Line
T ota! Available Credit
Credit Line for Cash
Av:ailable Credit for Cash
$2,667.75
$59.00
January 11, 2003
$7,300
$4,632.25
$1,460
$1,460.00
At your service
To call Customer Relations or to report a lost or stolen card.:
1-800-955-7070
For free .,nline :!.ccount service and spcchl. customer offers, log OR to:
www.opitai.mt.com
Senapaymentl to:
Ann: Remin:!.RCe Proccssing
Cll}'it:tlORcS~f.:CS
P.O. B,).'C SS147
Richmond. VA 23276
Send inquirics to:
CapitalOneserviccs
P.O. Bo;~8S01S
Richmond, VA2J2SS-S01S
Important Account Information
It's Capital One Bowl.Week time again! Tune in to ESPN,
ESPN2, and ABC starting December 17 for the best in
post-season college football action, to see your favorite teams
fIght for bowl championships, and for college football's
ultimate prize: the BCS National Championship. And on
New Year's Day, be sure to tune in to ABC to watch the
Capital One Bowl live Trom Orlando, Florida!
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PLATINUM VISA ACCOUNT
4305-7218-2742,9346
NOV 13 - DEC 12. 2002
Page 1 of 1
Payments, Credits and Adjustments
1 11 DEC PAYMENT RECEIVED - THANK YOU
$47.00
Your scheduled payment has not been received. Please remit the amount.due appearing on this statement. If
you have already made your payment, please accept our thanks,
Transactions
2 12 DEC
$25.00
PAST DUE FEE
You were assessed a past due fee of $25.00 on 12/12/2002 because your minimum payment was not
received by the due date of 12/12/2002,
Finance Charges
P/eme see revers.: siJt!flr imptJrfllnf inftmlllfit;n
PURCHASES
CASH
Balanct raft Ptr;fJ,{K
attlid fa mlt
$2,675.3'4 ,Q~7tn
$.00 .05425%
Cwrupw"'inc
.iPR
9.9()o/~
19.90%
t'M~f
Slt77
$.00
9.90%
ANNUAL PERCENTAGE RATE applied this period
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Capita'One"
,. PLEASE RETURN PORTION BELOW WITH PAYMENT. T
0000000 0 4305721827429346 12 2667750047000059005
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New Balance
Minimum Amount Due
Payment Due Date
$2,667.75
S59.00
January II, 2003
Total enclosed $
Account Number:
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4305-7218-2742-9346
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Capital One Bank
P.O. Box 85147
Richmond, VA 23276
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#9034714784238088. MAIL 10 NUMBER
EMI LI E IEZZI
PO BOX 21
BAINBRIDGE PA 17502-0021
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Past Due Amount Minimum Payment
$0.00 $369.00
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I Make your check payable to Arst USA Bank. NA.
, New address or e-mail? Print on back
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A:~~';t Enclosed 1$
Payment Due Dnte
01103103
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FIRST USA BANK, NA
P.O. BOX 15153
WILMINGTON DE 19886.5153
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PO BOX 21 .
BAINBRIDGE PA 17502.0021 ,'d
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Payment Due Date:
Minimum Payment Due:
11109102 . 12109102
01103103
$369.00
CUSTOMER SERVICE
In U.S. 1.800.677.7101
E,panoll'888-446.3308
TOO 1.800.955-8060
Outside U.S. call collect
1.302.594.8200
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VISA ACCOUNT SUMMARY
Previoul Balan-ce $18,683.04
Payments, Credit. - $373.00
Purchases. Ca.sh, Debits + $Q.OO
Finance Charges + $148.27
New Bslance $18,458.31
Account Number:
Total Oredit Una
Avanable Credit
Cash Access Line
Available for Cash
4417 1241 38108326
$27,000
$8,541
$5,400
$5,400
ACCOUNT INQUIRIES
P.o. BoIC 86S0
WilmIngton, DE 19899.8650
PAYMENT ADDRESS
P.O. Box 15153
WIlmington, DE 19886-5153
VISIT US AT:
WWW.firBtuB8.com
ECARD REWARDS SUMMARY
ECARD REBATE.
$
.00
TRANSACTIONS
Trans
Dale Reference Number
Merchant Name or Transaction Description
Amount
Credit Debit
$373.00
11/25 7441712NTOl6JSFFP
12109
PAYMENT. THANK YOU
'FINANCE CHARGE'
107.29
Calegory
Purchases
Cash advances
Promotional purchases
Promotional purchases
Promotional purchases
Tolal finance charges
Elle.live Annual peroentage Rate (APR): 9.40%
Grace Period Type: A (Please see back of stafement tor the Grace Period explanation.)
The Corresponding APR Is the rate of interest you pay when you carry a balance on purchases or cash advances.
The Effective APR represents your total finance charges - inclUding transaction fees such as cash advance and balance transter
feea. expreaaed aa a percentage.
FINANCE CHARGES
Dally Penodlc Rate
31 days in cyole
.02737%
.05477%
.02737%
.02190%
.02737%
Oorresponding APR
9.99%
19.99%
9.99%
7.99%
9.99"/.
PERIODlCRATE(S) AND APR(S) MAY VARY
Average Dally Balance
Previous Oycle Ourrent Oycle
$0.00 $12,643.83
$0.00 $0.00
10.00 $412.09
0.00 $5,503.51
0.00 $15.07
FINANCE CHARGES
$107.29
$0.00
$3.49
$37.36
$0.13
$148.27
IMPORTANT NEWS
THE YEAR END SUMMARY, A RECAP OF ALL YOUR 2002 CREDIT CARD
CHARGES, IS ONE OF THE GREAT BENEFITS WE OFFER OUR VALUED
CARDMEMBERS. YOUR COpy CAN BE ORDERED UNTIL 311512003.
CALL 1.877-YES-3505 NOW. ORDERS WILL BE PROCESSE.D BEGINNING
JANUARY 2003. PLEASE ALLOW 6.8 WEEKS FOR DELIVERY.
GET A FREE CREDIT REPORT WHEN YOU TRY PRIVACYGUARD FRAUD
PROTECTION FOR 30 DAYS FOR ONLY $1. DISCOVER THE SECURITY
OF KNOWING YOUR PERSONAL RECORDS STAY ACCURATE. CALL 1.888.
430-3980. OFFER NOT VALID IN CA. EXPIRES 03.01-03. FIRST USA
IS NOT ASSOCIATED WITH PRIVACYGUARD OR ITS AFFILIATES
ORDER 4.6 OZ OMAHA STEAKS FILET MIGNONS ON SALE FOR
$39.99 AND GET 6.4 OZ BURGERS FREEl CALL 1-800.228.9055 AND
ASK FOR '4381 AWN. ADD $9.99 STD. SJH PER ADDRESS. LiMit 2.
EXPIRES 1/31103. FIRST USA BANK, N.A.IS NOT AFFILIATED
WITH OMAHA STEAKS.
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January 23. 2003
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Mr. Dennis Iezzi
A-6 700 Union Street
Birdsboro, PA 19508
lei h17 :~4~.(lOi.()
Ann KI::Y-LJ':NLI
Fil.:t, f,j 7 341:HJO<:O
RE: Achiever Loan
Account # E 1894-17717-01
Studem: Casey Iezzi
Dear ~lr. Iezzi:
This will acknowledge your recent request regarding the above-referenced account.
Below is the account statement you requested which summarizes the total payments
received and how they have been applied to this account from its inception to the present
date.
Ca.h Pa~n~. rec.ived dur1pa the period:
Tot~l of p~y=onts received
principal Repaid . . . .
Interest ~aid tor period
L&~. and Oth.r Charg.a .
Insurance pr.~~ paid
rees paid . . . . . . .
L..t P.~nt Oat.
Ulan. Advanced Ifor the period},
Principal B.l~nc. (not a payoff figur.).
Accrued Interest (prior month end) . . .
(07/l0/94 to 01/23(03)
$ 9,754.67
$ 4,021.1l
$ 5,678,55
$ 0.00
$ 0.00
$ 55.00
1V31/02
$ 9,180.00
$ 5,158.88
$ 0.89
If you have any other questions regarding your account, please contact our office at 800-
KEY.LEND (539-5363). ext. 6408 or the address indicated above.
Smcerely,
Key EducatlOn Resources
KER/ms
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0123 03/CCS/ drl/S upport/Iezzi
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
DENNIS F. IEZZI
vs.
No. 2001-5988 Civil Term
in Divorce
JOAN EMILIE IEZZI
STIPULATION FOR THE ENTRY OF "DOMESTIC RELATIONS ORDER"
AND NOW, this J"" day of ~
, 2003, the parties, Dennis F.
Iezzi, Plaintiff, and Joan Emilie Iezzi, Defendant, do hereby Agree and Stipulate as follows:
1. The Plaintiff, Dennis F. Iezzi (hereinafter referred to as "Member") is a member of the
Commonwealth of Pennsylvania, Public School Employes' Retirement System (hereinafter
referred to as "PSERS").
2. PSERS, as a creature of statute, is controlled by the Public School Employes'
Retirement Code, 24 Pa. C.S. S8lOl et. seq. ("Retirement Code").
3. Member's date of birth is August 12, 1950, and his Social Security Number is 182-40-
,
3139.
4. The Defendant, Joan Emilie Iezzi (hereinafter referred to as "Alternate Payee") is the
former spouse of Member. Alternate Payee's date of birth is May 12,1951, and her Social
Security Number is 136-44-9104.
5. Member's last known mailing address is:
A-6 700 Union Street
Birdsboro, PA 19508
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6. Alternate Payee's current mailing address is:
P.O. Box 21
Bainbridge P A 17502
It is the responsibility of Alternate Payee to keep a current mailing address on file with
PSERS at all times.
7. The Member and the Alternate Payee agree that the Alternate Payee's equitable
distribution portion ofthe Member's retirement benefit is $52,000 as ofJanuary 17,2003, plus
all interest accumulated on this sum from January 17, 2003 to the date of actual distribution.
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
Member's retirement benefit, as set forth in Paragraph 7, shall be payable to Alternate Payee and
shall be paid 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 h~reby nominates Alternate Payee as an irrevocable beneficiary to the extent
of Alternate Payee's equitable distribution portion of Member's retirement benefit, as set forth in
Paragraph 7, for any death benefits payable by PSERS. 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 distribution portion
("Balance") shall be paid to the beneficiaries named by Member on the last Nomination of
Beneficiaries Form filed with the Retirement Board prior to Member's death.
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(a) Ifthe 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: (I) the terms
of the 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 accounts of Member's retirement benefits payable to the Alternate
Payee after PSERS approves a Domestic Relations Order incorporating this Stipulation and
Agreement is dependent upon which option(s) is (are) selected by Member upon retirement.
Member and Alternate Payee expressly agree that, at the time that the Member files a retirement
application with PSERS, the Member:
(a) Shall elect to receive a portion of the accumulated deductions and interest in
an amount at least equal to the Alternate Payee's equitable distribution portion ofthe Member's
retirement benefit, as set forth in Paragraph 7, to include all accumulated interest attributable to
Alternate Payee, and
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(b) May elect any option offered by the PSERS based upon the balance of his
retirement benefits (the Member's retirement benefit less the refund of all his accumulated
deductions and interest under Paragraph IO(a)).
The Alternate Payee shall be paid her equitable distribution portion, as set forth in
Paragraph 7, out of the accumulated deductions and interest, under Paragraph 10(a).
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. The Member and Alternate Payee agree that if the Member becomes disabled and
receives a disability retirement benefit from PSERS, the Alternate Payee's share of the
Member's disability retirement benefits shall be paid to the Alternate Payee during the Member's
lifetime, at such time as the Member's contributions and interest may be withdrawn by Member
in a lump sum. In the event that Member's contributions and interest may not be subject to a
lump sum withdrawal, Alternate Payee shall be paid during the Member's lifetime by deducting
25% from the Member's monthly disability retirement benefit and paying this amount to the
Alternate Payee until and only until the Alternate Payee's share, as defined in Paragraph 7, has
been fully paid.
13. In the event ofthe death of Alternate Payee prior to receipt of all of her payments
payable to her from PSERS under this Order, any benefit payable to Alternate Payee by PSERS
shall be paid to Alternate Payee's estate to the extent of Alternate Payee's equitable distribution
portion of Member's retirement benefit as set forth in Paragraph 7.
14. In no event shall Alternate Payee have greater benefits or rights other than those
which are available to Member. Alternate Payee is not entitled to any benefits not otherwise
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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.
15. It is specifically intended and agreed by the parties hereto that this Order does not
require PSERS to provide any type or form of benefit, or any option not otherwise provided
under the Retirement Code.
16. The parties intend and agree that the terms of this Stipulation and Agreement shall be
approved, adopted and entered as a Domestic Relations Order.
17. The Court of Common 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 ofthe Court to so amend will invalidate this existing Order.
18. Upon entry as a Domestic Relations Order, a certified copy of the Domestic
Relations Order and this Stipulation and Agreement and any attendant documents shall be served
upon PSERS immediately. 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 ofthe Court.
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WHEREFORE, the parties, intending to be legally bound by the terms of this Stipulation
and Agreement, do hereunto place their hands and seals.
1.
CONSENTED TO:
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Dennis F. Iezzi
Plaintiff/Member
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