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HomeMy WebLinkAbout99-07506 I KELLIE A. LAMBERT, i Plaintiff OF CUMBERLAND COUNTY s STATE OF tko;? PENNA. 1 ?' IN THE COURT OF COMMON PLEAS 1 msu; MICHAEL ERIC LAMBERT Defendant N, t) 99-7506 Civil T....... 19 DECREE IN DI VORCE AND NOM..... l?! ...2:F 1-9 . ..... it is ordered and decreed that .. KELLIE, .,,LA?7?ERT• ,........ • • • • plaintiff, is and ....MICHAEL. ERIC. LAMBERT .............................. 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; 'k)c7K.Q- ° IT is ORDERED and DECREED that the Agreement entered into between the. p.??ties..40. June..?4.. 2499,. ett??hed..h?x?to.as..>axhxb.?t. "A" .¢e and hereby is incorporated into this Decree for pur oses of enforcement •t•hereof; • brut • said- Agreement • s•s not. -merged • with this • Decree• •and retai s its status as a separate contract/ a een the parties. o By The ou 1 \ f e Attest: ..... j. w ( •othonotary s • :e: :e• :c• :?:• •:e:• -:ei <e. W. W. e:• •%• cey •:e:• •:e <e • W. •:e:• .:e: •:o:• -.*1 :e..e:•. •:e:•: r"54 i -,a 06 i IN THE COURT OF COMMON KELLIE A. LAMBERT, PLEAS OF CUM13EW .Awn COUNTY, PENNSYLVANIA PLAINTIFF versus NO. 99-7506 Civil Term MICHAEL ERIC LAMBERT, DEFENDANT CIVIL ACTION - LAW - IN DIVORCE Qualified Domestic Relations Order THIS ORDER is entered pursuant to the terms of the property settlement provisions of a decree of divorce entered in this case on a 2000, and the terms of the property settlement agreement executed between the parties on June 14. 2000 , which was incorporated into the divorce decree so as to survive and not merge into it. The parties having provided in the property settlement agreement that a Qualified Domestic Relations Order will be signed and entered by this court in order to provide for the allocation and distribution of the 401-K Retirement Plan (the "Plan") assets, funds and benefits of the defendant as described fully in that agreement, and in accordance with Section 414(p) of the Internal Revenue Code of 1986 (IRC), as amended. This order is intended to serve as a qualified domestic relations order (QDRO) by which the defendant, Michael E. Lambert, assigns a portion of his retirement benefits under the retirement benefit plan specified below, to the plaintiff, Kellie A. Lambert. 1. The retirement benefit plan subject to this order is as follows: Progress Lighting, Inc. USI RSIP Retirement Account No. 609659-00880.002, in the name of Michael E. Lambert. 2. The participant is the defendant, Michael E. Lambert, Social Security No. 235-78.5356, date of birth May 1, 1953, whose last known address is: 4196 Nantucket Drive, Mechanicsburg, Pennsylvania, 17055. 3. The alternate payee is the plaintiff, Kellie A. Lambert, Social Security No. 236-94-7032, date of birth July 20, 1958, whose last known address is: 4196 Nantucket Drive, Mechanicsburg, Pennsylvania, 17055. 1. F'• 4. Kellie A. Lambert, plaintiff and alternate payee, is the former wife of the defendant and Plan participant, Michael E. Lambert. IT IS ORDERED: 5. That $100,000.00 of the vested balance credited to the account of Michael E. Lambert, defendant and Participant in the Plan, net of any loan outstanding on the Assignment Date or consented to by Kellie A. Lambert, plaintiff and Alternate Payee between the Assignment Date and the date of the distribution to Alternate Payee (the "Assigned Benefit"), be assigned to and become the property of Alternate Payee effective as at (the "Assignment Date"). 6. The Assigned Benefit shall be adjusted for experience gains or losses of the Plan trust from the Assignment Date to the date hereof. 7. From the date hereof to the date of distribution to Alternated Payee the Plan shall separately account for the Assigned Benefit. 8. If the Plan so provides the Assigned Benefit shall be disbursed in one sum to Alternate Payee as soon as practicable. If the Plan does not provide for an immediate lump sum payment, Alternate Payee may hereafter elect to receive any form of benefit then offered by the Plan payable at the earliest date permitted by law. 9. If Alternate Payee dies before the full amount of the Assigned Benefit has been disbursed to Alternate Payee the balance of the Assigned Benefit shall be paid to Michael E. Lambert, Social Security No. 235-78-5356, date of birth May 1, 1953, 4196 Nantucket Drive, Mechanicsburg, Pennsylvania, 17055, unless such beneficiary shall predecease Alternate Payee in which case the Assigned Benefit shall be paid to Alternate Payee's estate. Date: zY w J.-X/????tt O,j jrf KELLIE A. LAMBERT, PLAINTIFF versus MICHAEL ERIC LAMBERT, DEFENDANT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 99-7506 Civil Term Cl[VILACTION-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 of marriage and consent of both parties which was obtained more than ninety (90) days after service of the complaint under Section 3301(c) of the Divorce Code. 2. Date and manner of service of the complaint: Service was made on the Defendant by depositing a copy of the complaint in the United States mail, certified, return receipt, postage prepaid, on December 15.1999 , and received by the Defendant on December 20. 1999. Proof of service has been filed with the Court. 3. Date of execution of the affidavit of consent (defendant's affidavit) required by Section 3301(c) of the Divorce Code: June 14, 2000, the original of which has been filed with the Court. 4. Date of execution of the affidavit of consent (plaintiffs affidavit) required by Section 3301(c) of the Divorce Code: June 14, 2000, the original of which has been filed with the Court. 5. Defendant waived marital counseling by document dated December 20. 1999 and filed with the Court. 6. Plaintiff and Defendant executed a Separation and Divorce Settlement Agreement, dated June 14, 2000, which has been filed with the Court and will be incorporated and made a part of the divorce decree. 7 7. As part of the divorce agreement, the parties agreed to split defendant's Section 401-k retirement account and agreed to the terms of a Qualified Domestic Relations Order to implement the parties agreement. 8. There are no claims pending. NOW THEREFORE, Plaintiff requests this Honorable Court to: 1. Enter a Decree of Divorce under Section 3301(c) of the Divorce Code, incorporating by reference the Divorce Settlement Agreement; and 2. Enter a Qualified Domestic Relations Order to implement the parties agreement. Date: L /2-D/ °" tto for Plaintiff #16216 Gary L. Martin, Esq. 234 State St. Harrisburg, Pa. 17101 'r N r{_ IN THE COURT OF COMMON KELLIG A. LAMBERT, PLEAS OF CUMBERLAND COUNTY, PLAINTIFF PENNSYLVANIA. versus NO. 99-7506 Civil Term MICHAEL ERIC LAMBERT, DEFENDANT CIVIL ACTION-LAW-IN DIVORCE SEPARATION AND DIVORCE SETTLEMENT AGREEMENT The parties have entered into a final, binding Separation and Divorce Settlement Agreement which is attached Naereto. It is a true, complete, correct and originally signed agreement. vary Jp- aarcln, 1? sq. ID # I V16 234 State Street Harrisburg, Pa. 17101 (717) 238-4000 AGREEMENT SEPARATION AND DIVORCE SETTLEMENT This agreement is made on 2000, by and between Kellie A. Lambert, presently residing at 419Nantucket Drive, Mechanicsburg, Cumberland County, Pennsylvania, hereinafter referred to as "Wife"; and, Michael E. Lambert, presently residing at 4196 Nantucket Drive, Mechanicsburg, Cumberland County, Pennsylvania, hereinafter referred to as "Husband". THE PARTIES STIPULATE AND RECITE THAT: A. They are husband and wife, having been married in Cabell County, West Virginia, on March 27, 1981. B. The parties have no children. C. Tile parties have lived separate and apart since November 15, 1999. D. The parties have resided in Pennsylvania for at least six months prior to the date of this agreement. E. The parties agree that their marriage is irretrievably broken. As a consequence, the parties have separated and are now living separate and apart. The parties desire to fully and finally settle their respective financial and property rights and obligations as between each other, including without limitation by specification: the settling of all matter between them relating to the ownership and equitable distribution of real and personal property; settling of all matters between them relating to the past, present and future support, and alimony; and in general, the settling of any and all claims by one against the other or against their respective estates. This separation agreement shall form the basis of the parties' divorce. NOW THEREFORE, in consideration of the mutual promises, covenants and undertakings hereinafter set forth and for other good and valuable consideration receipt of which is hereby acknowledged by each of the parties hereto, each intending to be legally bound hereby, covenant and agree as follows: Page 1 of 16 SECTION ONE DIVORCE A. Kellie A. Lambert has filed a Complaint in Divorce in Cumberland County, Pennsylvania, No. 99.7506 Civil Term, claiming that the marriage is irretrievably broken under the no-fault provision of Section 3301(c) of the Pennsylvania Divorce Code. Michael E. Lambert and Kellie A. Lambert hereby express their agreement that the marriage is irretrievably broken and express their intent to execute any and all affidavits or other documents necessary for the parties to obtain an absolute divorce at the same time as they execute this agreement. It is further specifically understood and agreed by the parties that the provisions of this Agreement relating to equitable distribution of property of the parties and alimony (both permanent and pendente lite), and support, are accepted by each party as a final settlement for all purposes whatsoever, as contemplated by the Pennsylvania Divorce Code. B. Should a decree, judgment or other order of separation or divorce be obtained by either of the parties in this or any other state, or country, each of the parties hereby consents and agrees that this Agreement and all of its covenants shall not be affected in any way by any such separation or divorce; and that nothing in any such decree, judgment, order or further modification or revision thereof shall alter, amend or vary any term of this Agreement, whether or not either or both of the parties shall remarry. It is specifically agreed, that a copy of this Agreement or the substance of the provisions thereof, may be incorporated by reference into any divorce judgment or decree. It is the specific intent of the parties to permit this Agreement to survive any judgment and to be forever binding and conclusive upon the parties. SECTION TWO LIVING SEPARATE A. It is agreed that both parties, at all times hereafter, will live separate and apart at such residences as they each may choose, wholly free from marital control, authority, advice, and influence, as if they were each sole and unmarried. B. Each party shall be free from interference, authority, and contact by the other, as fully as if he or she were single and unmarried, except as may be necessary to carry out the provisions of this Agreement. Neither party will in any manner molest or annoy the other, endeavor to compel the other to cohabitate or dwell with him or her, by any legal proceedings for the restoration of conjugal rights, or otherwise. Neither party will call upon or visit the other without the full consent and approval of Page 2 of 16 the other. Neither party will in any way harass or malign the other, nor in any way interfere with the peaceful existence, separate and apart from the other. C. Both parties may continue in their respective occupation, or engage in such other different occupations as they may each desire, free from the control or interference of the other. Except as provided herein, each party will receive and retain their respective income from their occupations. D. The foregoing provisions shall not be taken as an admission on the part of either party of the lawfulness of the causes leading to their living apart. SECTION THREE PROPERTY DIVISION A. The parties hereto entered inn agreement for the separation of marital, tangible, personal property dated L?45- ZDDV , which is incorporated herein. Each of the parties shall take tie items of personal property as indicated in the aforesaid agreement, which is and shall be their solely owned property. The parties waive any further claims for such property other than as agreed in that contract. B. The parties agree that the aforesaid agreement on personal property is full and complete and that the possession, title and interest indicated on the inventory represents the full, final and informed agreement of the parties on equitable distribution of marital property and non-marital property. It is agreed that wife shall have the right to enter the marital residence and retrieve such items at the time of signature of this agreement, or at any time thereafter. C. Neither party shall make any claim to any such items of marital property, or the separate personal property of either party, which are now in the possession and/or under the control of the other, except as provided herein. Should it become necessary, the parties each agree to sign, upon request, any titles or documents necessary, to give effect to this section. D. Prior to the date of this agreement, the parties, in anticipation of their divorce and settlement agreement, agreed to separate their ownership interest in their joint residence at 4196 Nantucket Drive, Mechanicsburg, Pennsylvania. The parties agreed that the husband shall be the sole owner of the aforesaid residence, and shall be solely liable for all debt against such property and all taxes, utility charges, maintenance expenses and any other costs of ownership. To implement this agreement, Page 3 of 16 the parties signed and recorded a deed dated November 19, 1999, transferring ownership of the aforesaid property from their joint ownership to the sole and exclusive ownership of Michael E. Lambert. As part of this transaction, Michael E. Lambert obtained a mortgage in his name alone against the aforesaid property and used the proceeds to pay off and extinguish the previous joint mortgage(s) against the aforesaid property. Further, a surplus of $34,000.00 was generated by the remortgaging of the property, and the parties equally split the surplus. Each party to this agreement acknowledges receipt of their portion of the surplus. Each party agreement confirms that these terms of agreement are to be made part of this agreement, by incorporation by reference, that the disposition reached regarding this property is fair, equitable and a part of the overall settlement agreement. If any additional documents to implement this agreement are necessary, each party agrees to sign such documents. SECTION FOUR SPOUSAL SUPPORT AND ALIMONY A. The husband will pay to the wife, Rellie A. Lambert, as nonmodifrable alimony the sum of One Thousand ($1,000.00) Dollars a month, each and every month beginning with the month following the date of this agreement, payable in the amount of Five Hundred ($500.00) Dollars on the first day of the month, Two Hundred and Fifty ($250.00) Dollars on the tenth day of the month, and Two Hundred and Fifty ($250.00) Dollars on the twentieth day of the month, for 120 consecutive months, at which time all payments shall cease if they have notpreviously terminated as provided herein. Time is of the essence. If payments are not made within three (3) days of the day they are due, payment shall be late and the Husband shall be obligated to pay the wife an addition late fee of Fifty ($50.00) Dollars, for each and every occurrence of late payment. The Husband's obligation to pay under this paragraph will end and he will be released from the obligation of payment upon the death, cohabitation or remarriage of the wife, or upon expiration of the term of payment provided herein, whichever occurs first. The Wife's estate, successors, or heirs shall have no right to payments scheduled to be made subsequent to the wife's death. B. For the purposes of this agreement, cohabitation shall be defined as financial, social, and sexual interdependence where the wife and the person with whom she is living, actually reside together, for a period of at least sixty (60) days, in the manner of spouses, assuming the rights and duties generally associated with a marriage relationship. This definition is derived from the case of Miller v. Miller, 352 Pa. Super. 432, 508 A.2d 550 (1986) and shall be controlling upon the parties regardless of changes in the statutory or case law of Pennsylvania. Page 4 of 16 C. Husband, so long as he is obligated to pay alimony as provided in this paragraph, shall pay, or reimburse Wife, for fifty (50%) percent of her actual costs to obtain full Blue Cross/Blue Shield medical insurance, prescription plan coverage and dental insurance. D. The monthly alimony payments payable under this paragraph will be annually adjusted for inflation as of January 1, of each year, in the following manner: a. For each calendar year subsequent to the initial year of this agreement, an additional amount of alimony will be added to the base monthly alimony, provided above; either the greater of TWO (2%) PERCENT per annum, or, the actual increase in the Consumer Price Index to account for any increase in the cost-of-living index published by the Bureau of Labor Statistics of the United States Departmentof Labor, using the period 1982.1984 =100 as the base period (or such other period generally used as the base period). The alimony for years subsequent to the initial year of this agreement, shall be computed by dividing the sum of TWELVE THOUSAND DOLLARS, ($12,000.00), which is the amount of alimony for the initial year of this agreement, by the index number for the month of March 2000 and then multiplying that amount by the index number for the month of March immediately preceding the initial month of each subsequent year of this agreement. This new annual alimony will then be divided by twelve (12) to arrive at the new monthly alimony for the next year of this agreement which will be payable thereafter as if it had been specified in the previous paragraph as the original monthly alimony, provided however that the new monthly alimony shall not be less than the base monthly alimony provided above, plus a minimum increase annually of 2 percent. b. The Wife will send written notice to the Husband of the monthly alimony as revised by the cost-of-living standard before the start of the next year. c. Subsequent years of this agreement and the term of the alimony obligation hereunder, shall be subject to the same method of calculation of the increase in alimony, based on the previous years adjusted alimony as the new base alimony. E. Except as specified herein, each party hereby waives, releases and gives up any rights they may respectively have against the other for alimony, alimony pendente lite, spousal support or maintenance. Page 5 of 16 SECTION FIVE RETIREMENT BENEFITS It is acknowledged that a portion of the marital property of the parties consists of USI RSIP Retirement Account, No. 609659-00880-002, in the name of Michael E. Lambert from his employer, Progress Lighting, Inc. The full, net cash value of the retirement accoumt, all of which is marital, was $115,565.97 as of November 22, 1999. The parties agree that the sum of One Hundred Thousand ($100,000.00) Dollars shall be assigned to wife pursuant to a Qualified Domestic Relations Order which shall be entered within thirty (30) days of the grant of a final decree of divorce, in substantially the same form as attached hereto as an Exhibit. Husband, as participant, shall be awarded the remainder of the 401-K account balance together with all interest and dividends earned thereon. SECTION SIX LIFE INSURANCE Husband agrees to name wife as irrevocable beneficiary on a policy or policies (hereinafter policies) of life insurance on his life, totaling One Hundred Thousand ($100, 000.00) in coverage, and to pay the premiums and maintains said policies so long as he is obligated to pay any alimony pursuant to this Agreement, after which time he may designate any one he desires as beneficiary. In performance of his obligations under this paragraph, the Husband shall do the following: a. Simultaneously with the execution of this Agreement, the Husband shall designate the Wife as the primary irrevocable beneficiary of the entire proceeds of a policy or policies in the amount of $100,000.00. b. The Husband shall at all times keep the aforementioned policies in full force and effect and shall promptly pay any and all dues, premiums and assessments thereon. Husband, further, shall not convert, borrow against, pledge or encumber said policies. c. Within 30 days of the execution of this Agreement, Husband shall provide proof satisfactory to the Wife that he has taken all steps necessary to cause the insurance company issuing the aforementioned insurance policies to forward duplicate premium receipts to the wife. d. To secure due performance of his obligations under this paragraph, the Husband, within 30 days of the execution of this Agreement, shall deliver Page 6 of 16 the original of the aforementioned policies to the wife. e. If the Husband defaults in the payment of dues, premiums or assessments on the aforementioned policies, the Wife shall have the option, but not the obligation, to pay the same. In the event that the Wife elects to make such payments, the Husband shall forthwith become liable to the Wife for the aggregate of such payments made by the Wife. f. If the aforementioned life insurance policies are not in full force and effect at the time of the Husband's death, or, if for any reason the Wife does not receive the proceeds thereof that the Wife is entitled to under this paragraph, then the Wife shall have a creditor's claim against the Husband's estate in an amount equal to the insurance proceeds Wife should have received under the provisions of this paragraph. g. Notwithstanding any other provision of this Agreement, it is understood and agreed by and between the parties that any insurance proceeds payable in the event of the Husband's death in excess of $100,000.00 shall be payable to such beneficiary or beneficiaries as the Husband might select. SECTION SEVEN AUTOMOBILE A. The Wife has entered into a sixty (60) month lease for a 1999 VW Passat automobile. Husband agrees to pay the full amount of lease payments, costs, charges and overages, for this vehicle for the full term of the lease. In addition, Husband shall pay the full amount of automobile insurance required to insure the vehicle for the full term of the lease. Husband shall not be liable for the cost of repairing or maintaining the vehicle during the term of the lease. B. At the end of the aforesaid lease, Husband shall pay Wife the amount necessary to purchase the aforesaid vehicle, which is indicated on the lease documents to be the sum of $12,745.00, plus the cost of taxes, tags and title necessary to complete the purchase; PROVIDED HOWEVER, that Wife has not remarried or entered into a cohabitation with another person as contemplated in the paragraph aforesaid regarding the payment of alimony. Such payment may consist, at the option of Husband, tobe a cashpurchase down paymentand monthly financing payments, until the vehicle has been fully paid off. If Wife has remarried or is cohabitating, Husband shall pay Wife Twenty (20%) Percent of the aforesaid pay off purchase price, in cash, Page 7 of 16 r for the aforesaid vehicle. If the wife wishes to obtain a different vehicle, she may apply the aforesaid pay off sum to the lease or purchase of another vehicle as she may choose. Husband shall not be liable for the payment of insurance on the aforesaid vehicle or any other vehicle of the Wife's after the expiration of the aforesaid 60 month lease. SECTION EIGHT RELEASE OF PROPERTY AND ESTATE RIGHTS Each party hereby waives, relinquishes, and releases: A. All right and claim in or to the property of the other, including all rights of dower, curtesy, and marital share; B. All right to share in the estate of the other under the laws of succession of the Commonwealth of Pennsylvania or any other state, wherein eitherparty may hereafter be domiciled or own property; C. All right to object to or interfere with the last will and testament of either Party, except as otherwise provided herein, and the right to serve as executor or administrator of the estate of the other party, or to take under the last will and testament of the other party, except by will, or codicil to a will, hereafter made. SECTION NINE DEBTS AND OBLIGATIONS A. The parties agree that debts in the name of the husband, as shown on the attached Exhibit, shall be paid by husband. If creditors maintain any claim for payment against wife for such debts, husband shall obtain from creditors a signed, written release of wife's liability for such debts. B. The parties agree that debts in the name of the wife, as shown on the attached Exhibit, shall be paid by wife. If creditors maintain any claim for payment against husband for such debts, wife shall obtain from creditors a signed, written release of husband's liability for such debts. C. The parties agree that joint debts in the name of both the husband and the wife, as shown on the attached Exhibit, shall be paid by husband. If creditors maintain any claim forpayment against wife for such debts, husband shall obtain from creditors a signed, written release of wife's liability for such debts. Page 8 of 16 ut: D. Each party shall indemnify and hold harmless the other party for and against any and all debts, charges and liabilities incurred by the other from debts which exist on the date of execution of this agreement, as shown on the aforesaid Exhibits, and all other debts of like kind not shown on the Exhibits, except as may be otherwise specifically provided for by the terms herein. E. Each party represents that they have not heretofore incurred or contracted for any other debt or liability or obligation for which the estate of the other party may be responsible or liable except as may be provided for in this Agreement. Each party agrees to indemnify and hold the other party harmless for and against any and all such debts, liabilities of every kind which may have heretofore been incurred by them, including those for necessities, except for the obligation arising out of this Agreement. F. The parties covenant, warrant, represent and agree that with the exception of obligations set forth in this Agreement, neither of them shall hereafter incur any liability whatsoever for which the estate of the other may be liable. Each party shall indemnify and hold harmless the other party for and against any and all debts, charges and liabilities incurred by the other after the execution date of this Agreement, except as may be otherwise specifically provided for by the terms herein. SECTION TEN TAX ISSUES A. The payments required by paragraph Four above shall be treated as alimony for tax purposes, only if made during the year when due. Payments made in advance or in arrears shall not be taxable to the Wife nor deductible by the Husband. B. The parties agree that they will file a joint income tax return, federal and state, for the 1999 tax year. Husband shall prepare and pay the cost of preparation of such returns. Wife shall have the right to review the returns with her accountant or attorney prior to her signature on the tax return forms and shall have the right to object to any entry. The parties agree that the Wife shall receive 30% of any tax refund from such tax returns, and that Wife shall not be liable to pay any portion of any additional taxes as may be due on such returns. C. The parties shall file separate tax returns for all tax years after 1999, and each shall )e solely responsible for any taxes due. D. Throughout the parties marriage, they have filed joint tax returns. The parties acknowledge and agree that Husband was responsible for the preparation and Page 9 of 16 filing of such tax returns and was responsible for payment of all tax due. If the taxing agencies, by audit orotherwise, determine that additional tax, interest or penalties are due for any and all returns filed jointly by the parties, Husband agrees that he shall be solely liable for payment of such claims, and to that end Husband, on his behalf and on behalf of his estate, agrees to defend, indemnify and hold Wife harmless from any and all such claims. Husband stipulates and agrees that Wife shall be considered, for purposes of the Internal Revenue Code and state tax law, an "innocent spouse". SECTION ELEVEN VERIFICATION OF MARITAL PROPERTY The parties hereto, individually and jointly and to the best of their knowledge, information and belief, represent, stipulate and verify that the attached Inventory and Exhibits correctly and completely itemizes all items of marital property and non- marital property which existed on November 15, 1999, the date of the parties separation. SECTION TWELVE DEATH OR BANKRUPTCY All financial obligations undertaken by the Husband in this Agreement, shall be binding upon his heirs, executors, administrators, successors and assigns, and shall constitute a charge against the Husband's estate. It is further acknowledged and agreed that the aforesaid alimony payments and such other payments as specified herein shall be deemed to be support payments as contemplated by the Bankruptcy Code, both as a matter of fact and as a matter of law, and are not intended by the parties to be debts which may be discharged in bankruptcy. SECTION THIRTEEN DISCLOSURE Each party asserts that at the time of this agreement, each of them has made a full and fair disclosure, to the best of their knowledge, information and belief, of the real and personal property of whatsoever nature and wheresoever located belonging in any way to each of them, of all debts and encumbrances incurred in any manner whatsoever by each of them, of all sources and amounts of income received or receivable by each party, and of other facts relating in any way to the subject matter of this Agreement. Both parties acknowledge that some valuations and descriptions of property may be incomplete or incorrect. Each of the parties, upon their own judgment and against advice of counsel, has accepted as part of the consideration for entering Page 10 of 16 into this Agreement, the incomplete disclosure of these facts and mutually waives any further claim for full disclosure or additional consideration based upon such full disclosure. SECTION FOURTEEN ATTORNEY'S FEES AND COSTS The parties shall pay the costs of their own attorneys and their other costs associated with this matter and for any fees or expenses which occur subsequent to the execution of this agreement. The husband agrees to reimburse wife for all of her legal fees, costs and expenses incurred in connection with the parties divorce, marital settlement agreement, and subsequent enforcement of such agreement. SECTION FIFTEEN DATE OF EXECUTION The "date of execution" or" execution date" of this agreement shall be defined as the date upon which it is executed by the parties if they have each executed the agreement on the same date. Otherwise the "date of execution" or "execution date" of this agreement shall be defined as the date of execution by the party last executing this agreement. SECTION SIXTEEN DISTRIBUTION DATE The transfer of property, funds and/or documents provided for herein, shall only take place on the "distribution date" which shall be defined as the date of execution of this agreement or as otherwise specified herein. SECTION SEVENTEEN MUTUAL RELEASE The parties hereto each do hereby mutually remise, release, quitclaim and forever discharge the other and the estate of such other, for all time to come, and for all purposes whatsoever, of and from any and all rights, title and interests, or claims in or against the property (including income and gain from property hereafter accruing) of the other or against the estate of such other, of whatever nature and wheresoever situation, which he or she now has or at any time hereafter may have against the other, the estate of such other or any part thereof, whether arising out of any former acts, contracts, engagements or liabilities of such other or by way of dower Page 11 of 16 V--. or curtesy, or claims in the nature of dower or curtesy or widow's or widower's rights, family exemption or similar allowance, or under the intestate laws, or the right to take against the spouse's will; or the right to treat a lifetime conveyance by the other as testamentary, or all other rights of a surviving spouse to participate in a deceased spouse's estate, whether arising under the laws of (a) Pennsylvania, (b) any State, Commonwealth or territory of the United States, or (c) any country, or any rights which either party may have or at anytime hereafter shall have for past, present or future support or maintenance, alimony, alimony pendente lite, counsel fees, property division, costs or expenses, whether arising as a result of the marital relations or otherwise, except, all rights and agreement and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any provisions thereof. It is the intention of the parties hereto to give to each other by the execution of this Agreement a full, complete and general release with respect to any and all property of any kind or nature, real, personal or mixed, which the other now owns or may hereafter acquire, except and only except all rightand agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any provision thereof. It is further agreed that this Agreement shall be and constitute a full and final resolution of any and all claims which each of the parties may have against the other for equitable division of property, alimony, counsel fees and expenses, alimony pendente lite or any other claims pursuant to the Pennsylvania Divorce Code or the divorce laws of any other jurisdiction. SECTION EIGHTEEN ADVICE OF COUNSEL The provisions of this Agreement and their legal effect have been fully explained to Kellie A_ Lambert by Gary L. Martin, Esquire, attorney for Kellie A. Lambert. Michael E_ Lambert has knowingly and intentionally chosen to proceed with this agreement and the parties divorce without legal counsel. Michael E. Lambert waives and releases any and all claims that he was denied legal counsel, or that he entered into this Agreement without knowledge of its terms, without understanding its terms, or without the benefit of legal advice. The parties hereto, for themselves, with full knowledge of the terms hereunder and irrespective of any advice by any other person including their legal counsel, accept that this Agreement is, in the circumstances, fair and equitable and that it is being entered into freely and voluntarily and that execution of this Agreement is not the result of any duress or undue influence and that it is not the result of any collusion or improper or illegal agreement or agreements. The parties further acknowledge that they have each made to the other substantial disclosure of their respective assets, Page 12 of 16 estate, liabilities, and sources of income and that they waive any specific enumeration thereof for the purpose of this Agreement. Each party agrees that he and she shall not at any future time raise a defense or otherwise the lack of such disclosure in any legal proceeding involving this Agreement, with the exception of disclosure that may have been fraudulently withheld. Each party, for themselves, assumes full responsibility for the acceptability of the terms of this agreement. SECTION NINETEEN EQUITABLE DISTRIBUTION Each party hereby agrees and represents that this post-nuptial Agreement constitutes an equitable distribution of property, both real and personal, which was legally and beneficially acquired by the parties, either jointly or separately, during their marriage, or previous to their marriage, as contemplated by the Divorce Code of Pennsylvania, 23 Pa. C. S. 3301 et seq. SECTION TWENTY EXECUTION OF SUBSEQUENT DOCUMENTS The parties will execute and deliver any other instruments or documents that may be necessary or convenient to carry into effect the provisions of this agreement. SECTION TWENTY-ONE WRITTEN MODIFICATIONS No modification or waiver of any of the terms hereof shall be valid unless in writing and sigi:jd by both parties and no waiver of any breach hereof or default hereunder shall be deemed a waiver of any subsequent default of a similar nature. SECTION TWENTY-TWO MUTUAL COOPERATION Each party shall, at any time and from time to time hereafter, take any and all steps and execute, acknowledge and deliver to the other party any and all further instruments and/or documents that the other party may reasonably require for the purpose of giving full force and effect to the provisions of this Agreement. Page 13 of 16 SECTION TWENTY-THREE APPLICABLE LAW This Agreement shall be construed in accordance with the laws of the Commonwealth of Pennsylvania which are in effect as of the date of execution of this Agreement. SECTION TWENTY-FOUR BINDING AGREEMENT This Agreement shall be binding and shall inure to the benefits of the parties hereto and their respective heirs, executors, administrators, successors and assigns. SECTION TWENTY-FIVE INTEGRATION This agreement constitutes the entire understanding of the parties and supersedes any and all prior agreements and negotiations between them. There are no representations or warranties other than those expressly set forth herein. SECTION TWENTY-SIX NO WAIVER OF DEFAULT This Agreement shall remain in full force and effect unless and until terminated under and pursuant to the terms of this Agreement. The failure of either party to insist upon strict performance of any of the provisions of this Agreement shall in no way affect the right of such party hereafter to enforce the same, nor shall the waiver of any default or breach of any provisions hereof be construed as a waiver of any subsequent default or breach of the same or similar nature, nor shall it be construed as a waiver of strict performance of any other obligations herein. SECTION TWENTY-SEVEN SEVERABILITY If any term, condition, clause or provisions of this Agreement shall be determined or declared to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be stricken from this Agreement and in all other respects this Agreement shall be valid and continue in full force, effect and operation. Likewise, the failure of any party to meet her or his obligation under any one or more Page 14 of 16 of the paragraphs herein, with the exception of the satisfaction of the conditions precedent, shall in no way avoid or alter the remaining obligations of the parties. SECTION TWENTY-EIGHT BREACH WITNESS: If either party breaches any provisions of this Agreement, the other party shall have the right, at his or her election, to sue for damages for such breach or seek such other remedies or relief as may be available to him or her, and the party breaching this contract shall be responsible for payment of reasonable legal fees and costs incurred by the other in enforcing their rights under this agreement. SECTION TWENTY-NINE HEADINGS NOT PART OF AGREEMENT Any heading preceding the text of the several paragraphs and subparagraphs hereof are inserted solely for convenience of reference and shall not constitute a part of this Agreement nor shall they affect its meaning, construction or effect. THIS AGREEMENT SHALL BE BINDING ON THE RESPECTIVE HEIRS, EXECUTORS, ADMINISTRATORS, AND ASSIGNS OF THE PARTIES. IN WITNESS WHEREOF, WE HAVE HEREUNTO SIGNED OUR NAMES, THE DAYAND YEAR PROVIDED ABOVE, INTENDING TO BE LEGALLY BOUND HEREBY. /' "/) W. , , " 'r- _ BY: chael E. Lambert Wa4 BY: 'Ale Ke lie A. Lambert Page 15 of 16 COMMONWEALTH OF PENNSYLVANIA : //11 COUNTY OF fir .cam i ll SS. On the da- of 'J(-'-11C, 20 UD before me, a Notary Public, personally appeared Michael E. Lambert known to me to be the person whose name is subscribed to the within document, and acknowledged that he executed the foregoing for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and Notarial Seal. COMMONWEALTH OF PENNSYLVANIA nn COUNTY OF A-Lt4 T'1 SS. On the / Pl. day of J ? 2000 , before me, a Notary Public, personally appeared Kellie A. Lambert known to me to be the person whose name is subscribed to the within document, and acknowledged that she executed the foregoing for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and Notarial Seal. NOTARY 1 L SEAL Y.mh R Martin, Notary Public Page 16 of 16 ? ZC001 uricbwg, Dauphin ;,? ? 6.2004 . NOTARY PU E,(N SEAL tin, Notary Pub lic ur& Dauphin County n ice Mar. 6, 7004 KELLIE A. LAMBERT, PLAINTIFF versus MICHAEL ERIC LAMBERT, DEFENDANT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 99-7506 Civil Term CIVIL ACTION - LAW - IN DIVORCE Qualified Domestic Relations Order THIS ORDER is entered pursuant to the terms of the property settlement provisions of a decree of divorce entered in this case on , 2000, and the terms of the property settlement agreement executed between the parties on June 14. 2000 , which was incorporated into the divorce decree so as to survive and not merge into it. The parties having provided in the property settlement agreement that a Qualified Domestic Relations Order will be signed and entered by this court in order to provide for the allocation and distribution of the 401-K Retirement Plan (the "Plan") assets, funds and benefits of the defendant as described fully in that agreement, and in accordance with Section 414(p) of the Internal Revenue Code of 1986 (IRC), as amended. This order is intended to serve as a qualified domestic relations order (QDRO) by which the defendant, Michael E. Lambert, assigns a portion of his retirement benefits under the retirement benefit plan specified below, to the plaintiff, Kellie A. Lambert. 1. The retirement benefit plan subject to this order is as follows: Progress name of Michael E. Lambert. 2. The participant is the defendant, Michael E. Lambert, Social Security No. 235.78-5356, date of birth May 1, 1953, whose last known address is: 4196 Nantucket Drive, Mechanicsburg, Pennsylvania, 17055. 3. The alternate payee is the plaintiff, Kellie A. Lambert, Social Security No. 236-94-7032, date of birth July 20,1958, whose last known address is: 4196 Nantucket Drive, Mechanicsburg, Pennsylvania, 17055. E% PHIBIT 4. Kellie A. Lambert, plaintiff and alternate payee, is the former wife of the defendant and Plan participant, Michael P. Lambert. IT IS ORDERED: 5. That $100,000.00 of the vested balance credited to the account of Michael E. Lambert, defendant and Participant in the Plan, net of any loan outstanding on the Assignment Date or consented to by Kellie A. Lambert, plaintiff and Alternate Payee between the Assignment Date and the date of the distribution to Alternate Payee (the "Assigned Benefit"), be assigned to and become the property of Alternate Payee effective as at (the "Assignment Date"). 6. The Assigned Benefit shall be adjusted for experience gains or losses of the Plan trust from the Assignment Date to the date hereof. 7. From the date hereof to the date of distribution to Alternated Payee the Plan shall separately account for the Assigned Benefit. 8. If the Plan so provides the Assigned Benefit shall be disbursed in one sum to Alternate Payee as soon as practicable. If the Plan does not provide for an immediate lump sum payment, Alternate Payee may hereafter elect to receive any form of benefit then offered by the Plan payable at the earliest date permitted by law. 9. If Alternate Payee dies before the full amount of the Assigned Benefit has been disbursed to Alternate Payee the balance of the Assigned Benefit shall be paid to Michael E. Lambert, Social Security No. 235-78-5356, date of birth May 1, 1953, 4196 Nantucket Drive, Mechanicsburg, Pennsylvania, 17055, unless such beneficiary shall predecease Alternate Payee in which case the Assigned Benefit shall be paid to Alternate Payee's estate. Date: J. [Signature] EXHIBIT r ?? ? . `- t.: ' "'' S ?.. ' i ` ; ,: ;.?,- KELLIE A. LAMBERT, PLAINTIFF versus MICHAEL ERIC LAMBERT, DEFENDANT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ?i v? ?rc2h? NO. 94 - '790L CIVIL ACTION - LAW - IN DIVORCE NOTICE TO DEFEND AND CLAIM RIGHTS You have been sued in court. If you wish to defend against the claims set forth in the following pages, you must take prompt action. You are warned that if you fail to do so, the case ff: y 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 of children or visitation of your children. When the ground for the divorce is indignities or irretrievable breakdown of the marriage, you may request marriage counseling. A list of marriage counselors is available in the Office of the Prothonotary at the Cumberland County Court House, 1 Courthouse Square, Carlisle, Pennsylvania. IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S FEES OR EXPENSES BEFOREA DIV()RCE ORANNULMENT 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. IF YOU DO NOT HAVE A LAWYER, CQNTAC. Referral Serd lx? ministr r taU ounty Courthouse .17013 >Carli o2 ficx? -2 02 ? ` ? eb' c_[-(s.fl C4 -b !L` /7-?? CONT CT IF YOU CANNOT AFFORD A LAWYE : Legal Services, Inc. 8 Irvine Row Carlisle, Pa. 17013 717-243-9400 Sr.-.._ IN THE COURT OF COMMON KELLIE A. LAMBERT, PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA PLAINTIFF versus NO. MICHAEL ERIC LAMBERT, DEFENDANT cpgL ACTION - LAW - IN DIVORCE T COMPLAIN 1. The plaintiff is KELLIE A. LAMBERT who resides at 4196 Nantucket Drive, Mechanicsburg, Cumberland County, Pennsylvania. 2. The defendant is MICHAEL ERIC LAMBERT, who resides at 4196 Nantucket Drive, Mechanicsburg, Cumberland County;" Pennsylvania. 8. The plaintiff and the defendant have been a bonifide residents of the Commonwealth of Pennsylvania for at least six months immediately previous to the filing of this Complaint. 4. The plaintiff and defendant were married on the 27th day of March, 1981, in West Virginia. 5. No other divorce proceedings by either of the parties herein has been filed in this or any other jurisdiction. 6. Neither the plaintiff nor the defendant in this action are presently a member of the United States Armed Forces. 7. The plaintiff and the defendant have been separated since November 15, 1999. 8. The plaintiff has been advised of the availability of counseling and that she may have the right to request the Court to require both plaintiff and defendant to participate in counseling in accordance with the provisions of Rule 1920.45. Being so advised, plaintiff does not request that the Court require the parties to participate in counseling prior to a Divorce Decree being handed down by the Court. 9. Plaintiff avers that the marriage is irretrievably broken. The plaintiff will submit an Affidavit of Consent from both the plaintiff and the defendant as required under Section 3301(c) of The Divorce Code. WHEREOF, plaintiff request this Honorable Court to: A. Enter an Order dissolving the marriage between plaintiff and defendant. Date: (Z c ci4 z?.r.?.?l , " Attnrn fnr Plninfiff Gary L.Wartin, Esq. # 16216 234 State Street Harrisburg, Pa. 17101 717-238-4000 IN THE COURT OF COMMON KELLIE A. LAMBERT, PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA PLAINTIFF versus NO. MICHAEL ERIC LAMBERT, DEFENDANT CIVIL ACTION - LAW - IN DIVORCE VERIFICATION COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. KELLIE A. LAMBERT, being duly sworn according to law, deposes and says that she is the Plaintiff in the foregoing Complaint in Divorce and that the facts set forth are true and correct to the best of her knowledge, information and belief. f90„ Q.Lyt? (Pl 'ntiff's signature) SWORN TO AND SUBSCRIBED BEFORE ME THIS 9*h DAY OF Pecepyt bee- 19 q I . NOTARY PUBLIC NOTARIAL SEAL LEAH R. MARTIN, Notary Public City of Harrisburg, Dauphin County My Commission Expin+* v. "ri' 8, 2000 m KELLIEA. LAMBERT, PLAINTIFF versus MICHAEL ERIC LAMBERT, DEFENDANT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 99-7506 Civil Term CIVILACTION -LAW-IN DIVORCE DEFENDANT'S WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE AND NOW this Z? day of T uN4 2000, Defendant, Michael Eric Lambert, hereby waives notice from the plaintiff, that plaintiff is filing documents with the Court requesting entry of a divorce decree in the above captioned matter. Defendant, Michael Eric Lambert understands that entry of a decree of divorce will be made without further notice to him, that it will be final, and that all divorce related issues, such as property settlement, alimony, and support will be waived to the extent not otherwise decided by the parties and/or the Court. ir: IN THE COURT OF COMMON KELLIE A. LAMBERT, PLEAS OF CUM 3ERI.AND COUNTY, PENNSYLVANIA PLAINTIFF versus NO. ?yso? G4 2/t'l MICHAEL ERIC LAMBERT, DEFENDA.'iT CIVIL ACTION - LAW - IN DIVORCE AFFIDAVIT AVAILABILITY OF COUNSELING Defendant, MICHAEL ERIC LAMBERT, being duly sworn according to law, deposes and says: 1. 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. 2. I understand that the Court maintains a list of marriage counselors in the Domestic Relations Office, which list is available to me upon request. 3. Being so advised, I do not request that the Court require that my spouse and I participate in counseling prior to a divorce decree being handed down by the court. I understand that false statements herein are made subject to the penalties of 18 Pa. C. S. §4904 relating to unsworn falsifi DATE: /Z - 20 - /Pty ?. _ •- O 1, 77. KELLIE A. LAMBERT, PLAINTIFF versus MICHAEL ERIC LAMBERT, DEFENDANT IN THE COURT OF COMMON PLEAS OF CUMBERLANID COUNTY, PENNSYLVANIA NO. 99-7506 Civil Term CIVILACTION-LAW-IN DIVORCE AFFIDAVIT OF CONSENT 1. A Complaint in divorce under Section 3301(c) of the Divorce Code was filed on December 15. 1909. 2. The marriage of plaintiff and defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing the Complaint. 3. I consent to the entry of a final decree of divorce. 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. §4904 relating to unsworn falsification to authorities. DATE: G /! o x// Z .^ ?2 `6? Plaintiffs signatuge >_ C) A- -J !? _?- _??; ._. ?J --? " :n _j.,. iw _ '= , ? ;•? :? _? J IN THE COURT OF COMMON KELLIE A. LAMBERT, PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA PLAINTIFF versus NO. 99-7506 Civil Term MICHAEL ERIC LAMBERT, DEFENDANT CIVILACTION-LAW-IN DIVORCE AFFIDAVIT OF CONSENT 1. A Complaint in divorce under Section 3301 (c) of the Divorce Code was filed on December 15, 1999 . 2. The marriage of plaintiff and defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing the Complaint. 3. I consent to the entry of a final decree of divorce. 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. §4904 relating to unsworn falsification to authorities. Z?z ?Z'l DATE: (416 Def danes signature IN THE COURT OF COMMON KELLIE A. LAMBERT, PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA PLAINTIFF versus NO. 99-7506 Civil Term MICHAEL ERIC LAMBERT, DEFENDANT CIVIL ACTION - LAW- IN DI VORCE AFFIDAVIT OF SERVICE MICHAEL ERIC LAMBERT, Defendant herein, acknowledges that he received service of the following documents under 3301 (c) of the Divorce Code, on or around December 20, 1999, by certified mail: 1. Plaintiffs complaint under §3301 (c) of the Divorce Code; 2. Notice to defend; 3. Waiver of marital counseling; and 4. Acknowledgment of receipt of service of these documents. 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. §4904 relating to unsworn falsification to authorities. DATE: ?Y ca Defendant's signature SENDER: •? 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