HomeMy WebLinkAbout07-27861r y
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE S. SHUMAN,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- o?7?(v CIVIL
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in court. If you wish to defend against the claims set forth in
the following pages, you must take prompt action. You are warned that if you fail to do
so, the case may proceed without you and a decree of divorce or annulment may be
entered against you by the court. A judgment may also be entered against you for any
other claim or relief requested in these papers by the Plaintiff. You may lose money or
property or other rights important to you, including custody or visitation of your children.
When the 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,
Carlisle, Pennsylvania.
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. THIS OFFICE CAN PROVIDE YOU WITH
INFORMATION ABOUT HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE
TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER
LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, Pennsylvania 17013
Telephone: (717) 249-3166
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WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE S. SHUMAN,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- ? -7 7? CIVIL
IN DIVORCE
DIVORCE COMPLAINT
1. Plaintiff is William H. Shuman, Jr., an adult individual who currently resides
at 33339 Terragona Drive, Sorrento, Lake County, Florida 32776.
2. Defendant is Charlene S. Shuman, an adult individual who currently
resides at 4061 Darius Drive, Enola, Cumberland County, Pennsylvania 17025.
3. Defendant has been a bona fide resident in 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 September 6, 1986, in
Montoursville, Pennsylvania.
COUNT I - DIVORCE
5. Plaintiff hereby incorporates by reference paragraphs 1 through 4 above.
6. There have been no prior actions of divorce or for annulment between the
parties as to their current marriage.
7. Neither Plaintiff nor Defendant is in the Armed Forces of the United States.
8. Plaintiff avers that the marriage between the parties is irretrievably broken.
9. The Plaintiff has been advised of the availability of counseling and that he
may have the right to request that the court require the parties to participate in
counseling.
C . ..
WHEREFORE, Plaintiff respectfully requests this Honorable Court to enter a
decree in divorce.
COUNT II-EQUITABLE DISTRIBUTION
10. Plaintiff hereby incorporates by reference paragraphs 1 through 9 above.
11. The parties have acquired real and personal property, including
automobiles, bank accounts and other items of miscellaneous property during the
course of their marriage, some of which is marital property.
WHEREFORE, Plaintiff respectfully requests this Honorable Court to enter a
decree which effects an equitable distribution of marital property.
Respectfully submitted,
O'BRIEN, BARIC & SCHERER
Michael A. Scherer, Esquire
I.D. # 61974
19 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
Attorney for Plaintiff
DATE: 5-Li. 07
VERIFICATION
I verify that the statements made in this Complaint are true and correct. I
understand that false statements herein are made subject to the penalties of 18 Pa. C.S.
§ 4904, relating to unsworn falsification to authorities.
f?.
William H. Shun' n J,-
Date: Z ?' ?'
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WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE S. SHUMAN,
Defendant
TO THE PROTHONOTARY:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- 2786 CIVIL
IN DIVORCE
PRAECIPE TO REINSTATE
Please reinstate the Divorce Complaint filed in the above-captioned matter on May 7,
2007.
Respectfully Submitted,
O'BRIEN, BARIC & SCHERER
Michael A. Schere , Esquire
I.D. No. 61974
19 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
Attorney for Plaintiff
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WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE S. SHUMAN,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- 2786 CIVIL TERM
IN DIVORCE
MOTION FOR APPOINTMENT OF MASTER
Plaintiff, William H. Shuman, Jr. moves the court to appoint a master with
respect to the following claims:
(x) Divorce (x) Distribution of Property
O Annulment O Support
() Alimony () Counsel Fees
() Alimony Pendente Lite () Costs and Expenses
and in support of the motion states:
(1) Discovery is complete as to the claims for which the appointment of a
master is requested.
(2) The Defendant, Charlene S. Shuman is unrepresented in this matter.
(3) The statutory grounds for divorce are: 3301(c)
(4) The action is contested with respect to the following claims: divorce and
equitable distribution.
(5) The action does involve complex issues of law or fact.
(6) The hearing is expected to take one-half (1/2) day.
(7) Additional information, if any relevant to the motion: not applicable
DATE: August 6, 2009
Mi hael A. S r r, Esquire
ORDER APPOINTING MASTER
AND NOW, this day of , 2009, E. Robert Elicker, III,
Esquire is appointed master with respect to the following claims: divorce, equitable
distribution, counsel fees and expenses.
BY THE COURT,
J.
2009 AUG -6 Pr N 1: 49
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AUG 0 7 2009 G,
WILLIAM H. SHUMAN, JR., IN THE COURT OF COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. NO. 2007- 2786 CIVIL TERM
CHARLENE S. SHUMAN, IN DIVORCE
Defendant
MOTION FOR APPOINTMENT OF MASTER
Plaintiff, William H. Shuman, Jr. moves the court to appoint a master with
respect to the following claims:
(x) Divorce (x) Distribution of Property
Annulment () Support
(j Alimony () Counsel Fees
() Alimony Pendente Lite () Costs and Expenses
and in support of the motion states:
(1) Discovery is complete as to the claims for which the appointment of a
master is requested.
(2) The Defendant, Charlene S. Shuman is unrepresented in this matter.
(3) The statutory grounds for divorce are: 3301(c)
(4) The action is contested with respect to the following claims: divorce and
equitable distribution.
(5) The action does involve complex issues of law or fact.
(6) The hearing is expected to take one-half (1/2) day.
(7) Additional information, if any relevant to the motion: not applicable
DATE: August 6, 2009 A/Af/ NZ
MOW A. S r r, Esquire
ORDER APPOINTING MASTER
AND NOW, this day of , 2009, E. Robert Elicker, I11,
Esquire is appointed master with respect to he following claims: divorce, equitable
distribution, counsel fees and expenses.
BY THE C ,
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE F. SHUMAN,
Defendant
No. 07 -2786
CIVIL ACTION - LAW
IN DIVORCE
MOTION TO AMEND MOTION FOR APPOINTMENT OF MASTER
Charlene F. Shuman, moves the court to appoint a master with respect to the following claims:
(X) Divorce (X) Distribution of Property
( ) Annulment ( ) Support
(X) Alimony ( X) Counsel Fees
( ) Alimony Pendente Lite ( X) Costs and Expenses
and in support of the motion states:
1. Discovery in this matter is not complete but Defendant believes it will be completed
within sixty (60) days.
2. Plaintiff is represented by Michael A. Scherer, Esquire, in this matter.
3. The statutory grounds for divorce are: 3301(c).
4. The action is contested with respect to the following claims: divorce, equitable
distribution, alimony, counsel fees and costs and expenses.
5. The action does not involve complex issues of law or fact.
6. The hearing is expected to take one-half (1/2) day.
7. Additional information, if any, relevant to the motion: None.
Respectfully submitted,
Date: December 1, 2009
LAW OFFICE OF SEAN
Sean M. Shultz, Esquire /
Attorney ID No. 90946 `
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
TZ, P. C.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR., No. 07 -2786
Plaintiff
CIVIL ACTION - LAW
V.
CHARLENE F. SHUMAN, IN DIVORCE
Defendant
CERTIFICATE OF SERVICE
AND NOW, this ls` day of December, 2009, I, Sean M. Shultz, Esquire, hereby certify that I
have this day served the following person with a copy of the foregoing Motion for Appointment of
Master by first class, United States Mail, postage pre-paid, addressed as follows:
Michael A. Scherer, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, Pennsylvania 17013
Attorney for Plaintiff
Respectfully submitted,
Sean M. Shultz, Esquire
Attorney ID No. 90946
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
LAW OFFICE OF SEAN M. SHULTZ, P.C.
FILE(.-.ti :w .
F THE E .?OTAPY
2009 DEC - I PM 3: 4 9
0
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H SHUMAN JR No. 07 -2786
Plaintiff
V.
CHARLENE F. SHUMAN,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
ANSWER AND COUNTERCLAIM
COUNT I - DIVORCE
AND NOW, comes the Defendant, Charlene F. Shuman, by and through her attorney,
Sean M. Shultz, Esquire, and responds to Plaintiff's Complaint as follows:
1. Admitted.
2. Denied. Defendant is Charlene F. Shuman. Defendant currently resides at 319
Mercury Drive, Mechanicsburg, Pennsylvania 17050.
3. Admitted.
4. Admitted.
5. Paragraph 5 is an averment to which no response is required.
6. Admitted.
7. Admitted.
8. Admitted.
9. Admitted.
COUNT II - CLAIM FOR EQUITABLE DISTRIBUTION OF MARITAL PROPERTY
UNDER SECTION 3502 OF THE DIVORCE CODE
10. Paragraph 10 is an averment to which no response is required.
11. Admitted.
COUNTERCLAIM
COUNT III -CLAIM FOR ALIMONY UNDER SECTION 3701 OF THE DIVORCE
CODE
12. Paragraphs 1 through 11 are incorporated herein by reference.
13. Defendant requests your Honorable Court to allow her alimony as it deems
reasonable pursuant to Section 3701 of the Pennsylvania Divorce Code.
WHEREFORE, Defendant requests that your Honorable Court enter a Decree in Divorce
awarding her alimony as the Court deems just and reasonable.
COUNT IV - CLAIM FOR COUNSEL FEES AND EXPENSES
UNDER SECTION 3702 OF THE DIVORCE CODE
14. Paragraphs 1 through 13 are incorporated herein by reference.
15. Defendant requests your Honorable Court to allow her reasonable counsel fees
and expenses pursuant to Section 3702 of the Pennsylvania Divorce Code.
WHEREFORE, Defendant requests that your Honorable Court enter a Decree in Divorce
ordering payment of counsel fees and expenses as the Court deems just and reasonable.
Respectfully submitted,
LAW OFFICE OF SEAN M. SHJJJ-TZ, P.C.
Sean M. Shultz, Esquire
Attorney ID No. 90946
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
I
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE F. SHUMAN,
Defendant
No. 07 -2786
CIVIL ACTION - LAW
IN DIVORCE
VERIFICATION
I verify that the statements made in the foregoing Petition are true and correct to the best
of my knowledge, information and belief. This Verification is made by Defendant's counsel
based upon information provided by Defendant to Defendant's counsel regarding the factual
averments contained herein. 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.
Sean M. Shultz
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR., No. 07 -2786
Plaintiff
CIVIL ACTION - LAW
V.
CHARLENE F. SHUMAN, IN DIVORCE
Defendant
CERTIFICATE OF SERVICE
AND NOW, this 1" day of December, 2009, I, Sean M. Shultz, Esquire, hereby certify
that I have this day served the following person with a copy of the foregoing Answer and
Counterclaim by first class, United States Mail, postage pre-paid, addressed as follows:
Michael A. Scherer, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, Pennsylvania 17013
Attorney for Plaintiff
Respectfully submitted,
LAW OFFICE OF SEAN M. SHULTZ, P.C.
¢-
can M. Shultz, Esquire
Attorney ID No. 90946
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE S. SHUMAN,
Defendant
No. 07 -2786
CIVIL ACTION - LAW
IN DIVORCE
PRAECIPE
TO THE PROTHONOTARY:
Please change the Defendant's name to Charlene F. Shuman, in the above-captioned
matter.
Date: December 1, 2009
Respectfully submitted,
LAW OFFICE OF SEAN M. SHULTZ, P.C.
LVP
Sean M. Shultz, Esquire
Attorney ID No. 90946
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR., No. 07 -2786
Plaintiff
CIVIL ACTION - LAW
V.
CHARLENE S. SHUMAN, IN DIVORCE
Defendant
CERTIFICATE OF SERVICE
AND NOW, this 1" day of December, 2009, I, Sean M. Shultz, Esquire, hereby certify
that I have this day served the following person with a copy of the foregoing Praecipe by first
class, United States Mail, postage pre-paid, addressed as follows:
Michael A. Scherer, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, Pennsylvania 17013
Attorney for Plaintiff
Respectfully submitted,
LAW OFFICE OF SEAN M. SHULTZ, P.C.
Sean M. Shultz, Esquire l
Attorney ID No. 90946
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
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2009 D- C - PH 3: 4,3
(,,A)
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR., No. 07 -2786
Plaintiff
CIVIL ACTION - LAW
V.
CHARLENE S. SHUMAN, IN DIVORCE
Defendant
PRAECIPE
TO THE PROTHONOTARY:
Please enter my appearance on behalf of Charlene S. Shuman, Defendant, in the above-
captioned matter.
Date: December 1, 2009
Respectfully submitted,
LAW OFFICE OF SEAN M. SHULTZ, P.C.
Sean M. Shultz, Esquire I
Attorney ID No. 90946 1
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR., No. 07 -2786
Plaintiff
CIVIL ACTION - LAW
V.
CHARLENE S. SHUMAN, IN DIVORCE
Defendant
CERTIFICATE OF SERVICE
AND NOW, this 1" day of December, 2009, I, Sean M. Shultz, Esquire, hereby certify
that I have this day served the following person with a copy of the foregoing Praecipe by first
class, United States Mail, postage pre-paid, addressed as follows:
Michael A. Scherer, Esquire
O'Brien, Baric & Scherer
19 West South Street
Carlisle, Pennsylvania 17013
Attorney for Plaintiff
Respectfully submitted,
LAW OFFICE OF SEAN M. SHULTZ, P.C.
Sean M. Shultz, Esquire
Attorney ID No. 90946
4 Irvine Row
Carlisle, Pennsylvania 17013
(717) 701-8412
Attorney for Defendant
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DEC 01 p009?
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE F. SHUMAN,
Defendant
No. 07 -2786
CIVIL ACTION -LAW
IN DIVORCE
ORDER AMENDING APPOINTMENT OF MASTER
174
AND NOW, this
day of December, 2009, E. Robert Elicker, II, Esquire is appointed
master with respect to the following claims: Divorce, Distribution of Property, Alimony, Counsel
Fees, and Costs and Expenses.
J.
FAUser Folder\Firm bocs\Gendocs2007\4033-lmotion.mastecBanklin.wpd
By Court:
OF . DVW
9DEC -I W Its 5
1..4
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE F. SHUMAN,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- 2786 CIVIL TERM
IN DIVORCE
CERTIFICATE OF SERVICE
I, Michael A. Scherer, Esquire, attorney for the Plaintiff in the above-captioned
divorce action, do hereby certify that I served a certified copy of the Complaint in Divorce
to the Defendant, as per the attached U.S. Postal Service Certified Mail, return receipt
card.
O'BRIEN, BARIC & SCHERER
is el A. Scherer, Esquire
DATE: December 16, 2009
¦ complete Rams 1, 2, and 3. Also Mete
Item 4 If Restricted Dow" Is desired.
¦ Print your name and address on the reverse
so that we can return the card to you.
¦ Attach this card to the back of the mailplec:e,
or on the front if space permits.
1. Article Addressed to:
CHARLENE S SH q;,. ':
4061 DA.RIUS D
ENOLA PA 170 1 =s
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Agent
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13 Addresses
N-IF
Recelved by (ftdsd Na/ne) C. Date of Delvery
the ck Wt-101
D. Is de&rery address dllf mnt from item 1? ? Yes
if YEs, enter delivery address below: ? No
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? Insured man ? C.O.D.
4. Reatrlcted Delhrery? Mkft Fee) a Yes
2- Amide Number 7007 0220 0002 2523 0491
Ps Pdwl+rr 3811, Ribrtrery 2m Dorneeac Rom" Receipt ,asses a1*r-sao
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2099 DEC 18 Aid 8: 4
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE F. SHUMAN,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- 2786 CIVIL TERM
IN DIVORCE
PLAINTIFF'S AFFIDAVIT OF CONSENT
AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER SECTION 3301(c) OF THE DIVORCE CODE
1. A complaint in divorce under Section 3301(c) of the Divorce Code was
filed on May 7, 2007.
2. The marriage of the Plaintiff and Defendant is irretrievably broken and
ninety days have elapsed from the date of the filing of the Complaint.
3. 1 consent to the entry of a final decree in divorce without notice.
4. 1 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.
5. 1 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.
6. 1 have been advised of the availability of marriage counseling and
understand that I may request that the court require counseling. I do not request that
the court require counseling.
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:
William H. Sh an, Jr.
2009 DEC 1 8 A 8: 4 6
WILLIAM H. SHUMAN, JR.,
Plaintiff
V.
CHARLENE F. SHUMAN,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- 2786 CIVIL TERM
IN DIVORCE
DEFENDANT'S AFFIDAVIT OF CONSENT, ACCEPTANCE OF
SERVICE AND WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER SECTION 3301(c) OF THE DIVORCE CODE
1. A complaint in divorce under Section 3301(c) of the Divorce Code was
filed on May 7, 2007.
2. Defendant acknowledges receipt and accepts service of the Complaint on
June 14, 2007.
3. The marriage of the Plaintiff and Defendant is irretrievably broken and
ninety days have elapsed from the date of the filing of the Complaint.
4. 1 consent to the entry of a final decree in divorce without notice.
5. 1 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.
6. 1 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.
7. 1 have been advised of the availability of marriage counseling and
understand that I may request that the court require counseling. I do not request that
the court require counseling.
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.
C
Date: I i-( 51 bm&uJ,`6LAatA-
Charlene F. Shuman
FILED--,
OF THE' PPOT'-" K)T'ARY
2009 OEC 18 AM 8* 46
!- E! , , L`Jr't'vstA
WILLIAM H. SHUMAN JR., IN THE COURT OF COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
Vs. CIVIL ACTION - LAW
CHARLENE F. SHUMAN, NO. 2007-2786
Defendant 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 3301(c) or 3301(d) of the
Divorce Code.
2. Date and manner of service of the Complaint: Certified Mail Defendant signed a
U.S. Postal receipt indicating she received the Certified Mail on June 14, 2007.
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 on December 17, 2009; and Defendant on December
17,2009.
B. (1) Date of execution of the Plaintiffs Affidavit required by Section 3301
(2) Date of service of the Plaintiffs Affidavit upon the Defendant:
4. Related claims pending: Marital Settlement Agreement dated for December 17,
2009 that gets incorporated into the Decree.
5. Indicate date and manner of service of the notice of intention to file praecipe to
transmit record, and attach a copy of said notice under section 3301(d)(1)(i) of the Divorce
Code: None served as the parties signed the Waiver of Notice. Defendant on December 17,
2009 and Plaintiff on December 17, 2009.
Respectfully submitted,
V"kL.,-
Micliael'A. Scherer, Esquire
2009 DEC 21 Aid I I * 10
CUIV ?_ `Y
WILLIAM H. SHUMAN, JR., THE COURT OF COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
VS. NO. 07 - 2786 CIVIL
CHARLENE S. SHUMAN,
Defendant IN DIVORCE
ORDER OF COURT
AND NOW, this 2/ ` day of -A-..wa ,
2009, the economic claims raised in the proceedings having been
resolved in accordance with a marital settlement agreement
dated December 17, 2009, the appointment of the Master is
vacated and counsel can file a praecipe transmitting the record
to the Court requesting a final decree in divorce.
BY THE COURT,
cc: ? Michael A. Scherer
Attorney for Plaintiff
Sean M. Shultz
Attorney for Defendant
Co t F-s rr ,
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. Bayley, P.J.
TH Pp ^NOTARY
2069 DEC 2 1 Et 1: 3 9
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
WILLIAM H. SHUMAN JR., NO. 2007-2786
Plaintiff
V. CIVIL ACTION - LAW
CHARLENE F. SHUMAN, IN DIVORCE
Defendant
MARITAL SETTLEMENT AGREEMENT
THIS AGREEMENT is made this 17th day of December, 2009,
BY and BETWEEN
Charlene F. Shuman, of 319 Mercury Drive, Mechanicsburg, Cumberland County,
Pennsylvania, hereinafter referred to as "Wife,"
A
N
D
William H. Shuman, Jr., of 33339 Terragona Dirve, Sorrento, Florida hereinafter referred
to as "Husband."
RECITALS
R.1: The Parties hereto are Husband and Wife, having been joined in marriage
on September 6, 1986, Montoursville, Pennsylvania; and,
R.2: One child was born of the marriage: Carly B. Shuman, born December
17, 1992; and,
R.3: Differences have arisen between the parties, in consequence of which
they have lived separate and apart since February, 2005; and,
ii
RA The Parties have resolved that it is not possible to continue the marital
relationship between them for reasons known to them, in consequence of which they
intend to divorce; and,
R.5: Husband filed a Complaint for Divorce in the Court of Common Pleas of
Cumberland County in the Commonwealth of Pennsylvania, to above-captioned docket
number on May 7, 2007; and,
R.6: A hearing on the economic issues in this case was scheduled before the
Cumberland County Divorce Master on December 17, 2009; and,
R.7: It is the desire and intention of the parties, to amicably adjust, compromise
and settle all property rights, and all rights in, to or against the property or estate of the
other, including property heretofore or subsequently acquired by either party, and to
settle all disputes existing between them, including any claims or rights that they may
have under the provisions of the Pennsylvania Divorce Code, as amended, without the
need to participate in a hearing before the Divorce Master; and,
R.8: Husband and Wife declare that each has had a full and fair opportunity to
obtain independent legal advice of counsel of their selection. Wife had been
independently represented by Sean Shultz, Esquire, and Husband has been
represented by Michael A. Scherer, Esquire.
NOW THEREFORE, with the aforementioned recitals being hereinafter
incorporated by reference and deemed an essential part hereof and in consideration of
the covenants and promises hereinafter to be mutually kept and performed by each
party, as well as for other good and valuable consideration, receipt of which is hereby
acknowledged, and the parties, intending to be legally bound, hereby agree as follows:
(1) SEPARATION: It shall be lawful for each party at all times hereafter to
live separate and apart from the other party at such place or places as he or she from
time to time may choose or deem fit, free from any control, restraint or interference from
the other. Neither party shall disparage or discredit the other in any way, nor in any way
injure his or her reputation; nor shall either of them act or permit anyone else to act in
any way which might tend to create any disaffection or disloyalty or disrespect between
the members of the family of either party.
(2) DIVORCE: The parties acknowledge that the marriage is irretrievably
broken and that they will secure a mutual consent no-fault divorce decree in the above-
captioned divorce action. Simultaneous with the execution of this Agreement, the
parties shall execute the Affidavits of Consent and Waiver of Notice Forms necessary to
finalize said divorce. Said Affidavits and Waivers shall be immediately filed with the
Prothonotary's Office.
If either party fails or refuses to execute and file the foregoing documents, said
failure or refusal shall be considered a material breach of this Agreement and shall
entitle the other party at his or her option to terminate this Agreement.
(3) REAL PROPERTY: The parties are the joint owners of certain real property
located at 33339 Terragona Dirve, Sorrento, Florida, which was intended to be the
marital residence. (hereinafter "Marital Residence"). The marital residence is
encumbered by two mortgages in Husband's name alone. The parties bought the
marital residence at a time when the real estate market was appreciating rapidly and
since that time the real estate market has suffered a decline. Thus the marital residence
is worth approximately one-hundred ten thousand dollars less than the mortgage
payoffs. Husband shall become the sole owner of the marital residence and Wife will
sign a deed conveying her interest in the marital residence to Husband upon
presentation of said deed to Wife by Husband.
(4) DEBT: There is no joint marital debt. Wife secured a credit card from
Visa, being account number 4264 2983 73xx xxxx. Wife settled the outstanding
balance on this account without Husband's knowledge thereby creating a negative
statement on Husband's credit report. Wife acknowledges that the aforementioned
Visa card was taken out by her without Husband's knowledge and that all of the charges
on the account were made by Wife alone without Husband's consent. Visa and or the
credit reporting agencies are hereby directed to remove the negative statement on
Husband's credit report regarding this account.
(5) MOTOR VEHICLES: Wife drives a 2001 Volvo V70 which is in joint
names. Husband shall sign the title to the vehicle and thereby convey his right, title and
interest in the vehicle to Wife, and said vehicle shall become Wife's separate property.
(6) TANGIBLE PERSONAL PROPERTY: The parties hereto mutually agree
that the Wife will take possession of the following; Piano and bench, china cabinet,
crystal glassware, exercise treadmill and daughter's bedroom furniture. Expense of
5t-wrz,f evall WV
moving these items to Pennsylvania will be The parties
hereto mutually agree that they have effected a satisfactory division of the furniture,
household furnishings, appliances, tools and other household personal property
between them, and they mutually agree that each party shall from and after the date
hereof be the sole and separate owner of all such property presently in his or her
possession whether said property was heretofore owned jointly or individually by the
parties. This Agreement shall have the effect of an assignment or bill of sale from each
party to the other for such property as may be in the individual possession of the parties
hereto.
(7) INTANGIBLE PERSONAL PROPERTY/RETIREMENT BENEFITS:
Except as otherwise provided herein, each party hereto hereby
relinquishes any right, title or interest he or she may have in or to any intangible
personal property currently titled in the name of or in the possession of the other party,
including, but not limited to, investment accounts, checking accounts and savings
accounts.
Husband has accrued a defined benefit pension plan with his employer,
Nationwide Insurance, some of which is marital property. Details of the pension plan
have been shared with Wife. Wife hereby waives any interest she may have in the
Nationwide Retirement Plan.
Husband has also contributed to a 401k plan during the marriage, some of which
is marital. Husband shall roll the sum of $45,000.00 from his 401k plan to a qualified
account in Wife's name alone, which sum shall become Wife's separate property and
the remainder of Husband's 401 K shall become his separate property.
(8) WAIVER of ALIMONY: The Parties acknowledge that each has income
and assets satisfactory to meet his and her own reasonable needs. Each Party waives
any claim he or she may have, one against the other, for alimony, spousal support or
alimony pendente lite.
(9) CHILD SUPPORT: The parties are the parents of Carly B. Shuman, born
December 17, 1992. The parties acknowledge that Husband owes Wife a duty of child
support since Wife is the primary custodian of the child. Husband shall continue to pay
child support through the Cumberland County Domestic Relations Office as is currently
required or as is computed in the future according to the prevailing support law.
After Carly's emancipation and until age twenty-three, Husband shall pay up to
$750.00 of Carly's unreimbursed medical expenses per year provided she is enrolled in
a post-secondary education program and is able to be insured through Husband's
medical insurance through Nationwide.
(10) AFTER-ACQUIRED PROPERTY: Each of the parties shall own and
enjoy, independently of any claims or rights of the other all real property and all items of
personal property, tangible or intangible, hereafter acquired, with full power to dispose of
the same as fully and effectively as though he or she were unmarried. Any property so
acquired shall be owned solely by that party and the other party shall have no claim to
that property.
(11) ATTORNEY'S FEES: Except as otherwise herein provided, each of the
parties waives the right to receive a payment for counsel fees from the other, and each
shall be responsible for his or her own counsel fees, costs and expenses, if such fees or
expenses are incurred.
(12) ADDITIONAL INSTRUMENTS: Except as otherwise herein provided,
each of the parties shall from time to time, at the request of the other, execute,
acknowledge and deliver to the other party, within ten (10) days of any request to do so,
any and all further instruments that may be reasonably required to give full force and
effect to the provisions of this Agreement.
(13) BANKRUPTCY: The parties hereby agree that the provisions of this
Agreement shall not be dischargeable in Bankruptcy and expressly agree to reaffirm
any and all obligations contained herein.
(14) COMPLETE DISCLOSURE: Each of the Parties hereto acknowledges
that he or she is aware of his or her right to seek discovery including, but not limited to,
written interrogatories, motions for production of documents, the taking of oral
depositions, the filing of inventories and all other means of discovery permitted under
the Pennsylvania Divorce Code or the Pennsylvania Rules of Civil Procedure. Each
Party further acknowledges that he or she has had the opportunity to discuss with
counsel, if desired, the concept of marital property under Pennsylvania law and each is
aware of his or her right to have the real and/or personal property, estate and assets,
earnings and income of the other assessed or evaluated by the courts of this
Commonwealth or any other court of competent jurisdiction. The Parties do hereby
acknowledge that there has been full and fair disclosure to the other of his or her
respective income, assets and liabilities, whether such are held jointly, in the name of
one party alone or in the name of one of the parties and another individual or
individuals. Each party agrees that any right to further disclosure, valuation, appraisal
or enumeration or statement thereof in this Agreement is hereby specifically waived,
and other than provided herein, the parties do not wish to make or append hereto any
further enumeration or statement. The Parties hereby acknowledge and agree that the
division of assets as set forth in this Agreement is fair, reasonable and equitable, and is
satisfactory to them. Each of the Parties hereto further covenants and agrees for
himself and herself and his or her heirs, executors, administrators or assigns, that he or
she will never at any time hereafter sue the other Party or his or her heirs, executors,
administrators or assigns in any action of contention, direct or indirect, and allege
therein that there was a denial of any rights to full disclosure, or that there was any
fraud, duress, undue influence or that there was a failure to have available to him or her
full, proper and independent representation by legal counsel.
(15) WAIVER OF APPRAISALS: The parties acknowledge that they are aware
of their respective rights pursuant to the Pennsylvania Divorce Code to obtain formal
valuations or appraisals of the real estate, the personal property, the vehicles, and
401 K's and IRA's, some or all of which were acquired during the marriage and therefore
constitute marital property. However, the Parties have determined that they will not
undertake the expense to have these items appraised and/or valuated, and that the
division of property as set forth in this agreement, represents a fair and equitable
distribution.
(16) RELEASE of ALL CLAIMS: Except as otherwise provided herein, each
Party releases and discharges completely and forever the other from any and all right,
title, interest or claim of past, present or future support, division of property, including
income of gain from property hereafter accruing, right of dower or courtesy, the right to
act as administrator or executor of the estate of the other, the right to a distributive
share of the other's estate, any right of exemption in the estate of the other, or any other
property rights, benefits or privileges accruing to either party by virtue of their marriage
relationship, or otherwise, whether the same are conferred by statutory or common law
of the Commonwealth of Pennsylvania, or any other state, or of the statutory or
common law of the United States of America. Except as provided herein, the Parties
specifically waive any and all rights that they may have to equitable distribution of
marital property and/or alimony and counsel fees, except those counsel fees sought in
the event of a breach of this Agreement, or any other marital rights as provided in the
Pennsylvania Divorce Code, Act 26 of 1980 or any amendment thereto.
Each party further releases the other from any and all claims or demands up to the date
of execution hereof and any other claims either party could raise which arise from the
marriage, contract or otherwise.
(17) SEPARABILITY of PROVISIONS: If any term, condition, clause or
provision of this agreement shall be determined or declared to be void or invalid in law
or otherwise, then only that term, condition, clause or provision shall be stricken from
this Agreement and in all other respects this agreement shall continue in full force,
effect and operation.
(18) GOVERNING LAW: All matters affecting the interpretation of this
Agreement and the rights of the Parties hereto shall be governed by the laws of the
Commonwealth of Pennsylvania.
(19) INCORPORATION into DIVORCE DECREE: The Parties agree that this
Agreement shall continue in full force and effect after such time as a final Decree in
Divorce may be entered with respect to the parties. Upon entry of the Decree, the
provisions of this Agreement may be incorporated by reference or in substance, but
they shall not be deemed merged into such Decree. The Agreement shall survive any
such Decree in Divorce, shall be independent thereof, and the Parties intend that all
obligations contained in this Agreement shall retain their contractual nature in any
enforcement proceedings, whether enforcement is sought in an action on the contact
itself at law or in equity, or in any enforcement action filed in a Divorce action.
(20) BREACH: It is expressly stipulated that in the event that either party
breaches any provision of this Agreement, he or she shall be responsible for any and all
costs incurred to enforce the Agreement, including, but not limited to, court cost and
counsel fees of the other party. In the event of breach, the other party shall have the
right, at his or her election; to sue for damages for such breach or to seek such other
and additional remedies as may be available to him or her.
(21) ENTIRE UNDERSTANDING: 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.
(22) AGREEMENT BINDING on PARTIES and HEIRS: It is understood and
agreed that not only the Parties hereto, but also their heirs, administrators, executors
and assigns, shall be bound by all the terms, conditions and clauses of this Agreement.
IN WITNESS WHEREOF, the parties hereto, intending to be legally bound hereby, have
hereunto set their hands and seals to this Agreement the day and year first above
written.
WITNESS:
44A
c a e er, Esq.
Sean M. Shultz, Esq.
William H. Shuman Jr.
uasw? -
Charlene F. Shuman
E Ei ` ,,,r
ARY
2 0 9 C£C 18 17 i '9: ? 1
WILLIAM H. SHUMAN JR.
V.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CHARLENE F. SHUMAN NO 2007-2786
DIVORCE DECREE
yoP lr?t
AND NOW, 4 it is ordered and decreed that
WILLIAM H. SHUMAN JR. plaintiff, and
CHARLENE F. SHUMAN , defendant, are divorced from the
bonds of matrimony.
Any existing spousal support order shall hereafter be deemed an order for
alimony pendente lite if any economic claims remain pending.
The court retains jurisdiction of any claims raised by the parties to this action
for which a final order has not yet been entered. Those claims are as follows: (If no
claims remain indicate "None.")
Marital Settlement Agreement dated for December 17, 2009.
B Court,
Attest:
J.
JUAN6Z
Prothonotary
3
la
let"
M
WILLIAM H. SHUMAN, JR.,
Plaintiff
v.
CHARLENE S. SHUMAN,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2007- 2786
IN DIVORCE
CIVIL r ,-
c..a t - ? rn
HUSBAND'S PETITION FOR ENTRY OF
QUALIFIED DOMESTIC RELATIONS ORDER
AND NOW, comes William H. Shuman, Jr., by and through his attorney, Michael
A. Scherer, Esquire, and files this Petition for Entry of a Qualified Domestic Relations
Order.
1. The Plaintiff is William H. Shuman, Jr., an adult individual who resides at
33339 Terragona Drive, Sorrento, Florida 32776, and is represented by Michael A.
Scherer, Esquire.
2. The Defendant is Charlene S. Shuman, who resides in Mechanicsburg,
Pennsylvania and is represented by Sean Shultz, Esquire.
3. The parties entered into a marital settlement agreement dated December
17, 2009.
4. Paragraph 7. of the marital settlement agreement provides that Wife shall
receive the sum of $45,000.00 from Husband's 401k with Nationwide Insurance.
5. Husband's counsel prepared the attached Qualified Domestic Relations
Order according to the guidelines set forth by Nationwide.
6. Sean Shultz, Esquire has approved the entry of the Qualified Domestic
Relations Order by letter to undersigned counsel dated January 18, 2010, which is
attached hereto as "Exhibit A."
WHEREFORE, undersigned counsel respectfully requests that the attached
Qualified Domestic Relations Order be entered by the Court in order to implement the
terms of the marital settlement agreement in this case.
Respectfully submitted,
O'BRIEN, BARIC & SCHERER
ji "-kLj
chael A. Scherer, Esquire
I.D. 61974
19 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
mas.dir/domestic/shuman/nationwide.gdro
4 Irvine'Row
Carlisle, PA 17013
?,AW OF.FICIC
OF
SEAN M. SHULTZ,.C.
contact 5hult7,LawOffice.cofn
January 18, 2010
VIA FACSIMILE ONLY (249-5755)
Michael A. Scherer, Esquire
O'Brien, Baric & Scherer
19 West South Street.
Carlisle, Pennsylvania 17013
RE: William H. Shuman, Jr. v. Charlene S. Shuman
No. 2007-2786
Our File No. 1268.1
Dear Attorney Scherer:
Phone: 717.701.8412
Fax: 717.701.$416
Please be advised that I have reviewed and approve the proposed Qualified Domestic
Relations Order you forwarded to me in the above-referenced matter.
The termination of spousal support without the use of the Nationwide funds is putting my
client in an economically precarious situation., The unusually long delay of several months that
Nationwide has indicated is troubling. We understand that your client is under no obligation, but
we are hopeful that he would be willing to continue direct payments of the same spousal support
amount, which my client would repay once she receives the rollover from Nationwide. Please let
me know whether your client is willing to continue the payments under these terms.
Should you have any questions or wish to discuss this matter further, please do not
hesitate to contact nee.
Very truly yours,
OFFICE OF SEAN M. SHULTZ, P.C.
SMS/dmh
cc: Charlene Shuman
THE ADVICE YOU NEED. TKjE RESPECT YOU DESERVE.
"EXHIBIT A"
WILLIAM H. SHUMAN JR., NO. 2007-2786
Plaintiff
V. CIVIL ACTION - LAW
CHARLENE F. SHUMAN,
Defendant IN DIVORCE
Qualified Domestic Relations Order
(Defined Contribution Plan)
This order creates and recognizes the existence of an alternate payee's right to receive a portion
of the participant's benefits payable under an employer-sponsored defined contribution plan,
which is qualified under Section 401 of the Internal Revenue Code (the "Code"). This order is
intended to constitute a Qualified Domestic Relations Order ("QDRO") under Section 414(p) of
the Code and Section 206(d) of the Employee Retirement Income Security Act of 1974
("ERISA") and shall be interpreted and administered in conformity with such laws.
This order is entered pursuant to the authority granted under the applicable domestic relations
laws of the Commonwealth of Pennsylvania.
1. PLAN
This order applies to The Nationwide Savings Plan (the "Plan"). Any successor to the Plan
shall also be subject to the terms of the order.
2. PARTICIPANT
The name, address, and Social Security Number of the participant are as follows:
Name:
Address:
Social Security Number:
Date of Birth:
William H. Shuman Jr.
33339 Terragona Drive
Sorrento, FL 32776
***-**-0370
February 12, 1954
3. ALTERNATE PAYEE
The name, address, and Social Security Number of the alternate payee are as follows:
Name:
Address:
Social Security Number:
Date of Birth:
4. MARITAL HISTORY
Date of Marriage:
Date of Divorce:
Charlene F. Shuman
319 Mercury Drive
Mechanicsburg, PA 17055
***-**-2279
February 14, 1962
September 6, 1986
December 22, 2009
5. BENEFIT PAYABLE TO THE ALTERNATE PAYEE
(Choose either Option A or B)
Nationwide Savings Plan
The 401k Company
Page 1 of 4
? OPTION A - PERCENTAGE
The order assigns to the alternate payee an amount equal to % of the participant's
account balance under the Plan as of
Month Day Year
Gains & Losses (choose one):
? with gains and losses since that date
OR
? without gains and losses since that date
Outstanding Loans (choose one):
? including the value of the outstanding loan, if any.
OR
? not including the value of the outstanding loan, if any.
X OPTION B - DOLLAR AMOUNT (choose one of the following):
? The order assigns to the alternate payee an amount equal to $ as of
(enter date) or the participant's vested account balance if less,
with gains and losses since that date.
? The order assigns to the alternate payee an amount equal to as of
(enter date) or the participant's vested account balance if less.
? The order assigns to the alternate payee an amount equal to $ or the
participant's vested account balance if less, as of the date of segregation.
X The order assigns to the alternate payee an amount equal to $45,000.00.
7. FORM OF PAYMENT
Except as otherwise noted, the account balance assigned by this order will be paid to the alternate
payee in any form available to the participant in accordance with the provisions of the Plan at
commencement.
8. COMMENCEMENT
The alternate payee may begin receiving his or her benefit payments after the plan administrator
has determined this Order to be a QDRO in a manner pursuant to the terms of the QDRO, ERISA
and the Code.
9. DEATH OF THE ALTERNATE PAYEE
In the event of the alternate payee's death prior to receiving the full amount of benefits called for
under this order and under the benefit option chosen by the alternate payee, such alternate payee's
beneficiary(ies), as designated on the appropriate form provided by the plan administrator, will
receive the remainder of any unpaid benefits under the terms of the Plan. In the event that no
beneficiary is designated, such alternate payee's benefit shall be paid pursuant to the terms of the
Plan.
Nationwide Savings Plan
The 401k Company
Page 2 of 4
10. DEATH OF THE PARTICIPANT
In the event that the participant dies prior to the establishment of separate account(s) in the name
of the alternate payee, such alternate payee shall be treated as the surviving spouse of the
participant for any death benefits payable under the Plan but only to the full extent of the benefits
awarded in Paragraph 5 of this order. Should the participant predecease the alternate payee after
the new account(s) have been established on his or her behalf, such participant's death shall in no
way affect the alternate payee's right to his or her portion of the benefits.
11. RETENTION OF JURISDICTION
This matter arises from an action for divorce or legal separation in this court under the case
number set forth at the beginning of this order. Accordingly, this court has jurisdiction to issue
this order.
In the event the plan administrator determines that this order is not a Qualified Domestic
Relations Order, both parties shall cooperate with the plan administrator in making any changes
needed for the order to become qualified. This includes signing all necessary documents. For
this purpose, this court expressly reserves jurisdiction over the dissolution or divorce proceeding
involving the participant, the alternate payee, and the participant's interest in the Plan.
12. LIMITATIONS
Pursuant to Section 414(p)(3) of the Code and except as provided by Section 414(p)(4), this
order:
i. Does not require the Plan to provide any type or form of benefit, or any
option, not otherwise provided under the Plan;
ii. Does not require the Plan to provide increased benefits: and
iii. Does not require the payment of benefits to an alternate payee that is
required to be paid to another alternate payee under another order
previously determined to be a Qualified Domestic Relations Order.
13. CONSTRUCTIVE RECEIPT
If the Plan inadvertently pays to the participant any benefit that is assigned to the alternate payee
pursuant to the terms of this order, the participant will immediately reimburse the Plan to the
extent that the participant has received such benefit payments.
Nationwide Savings Plan
The 401 k Company
Page 3 of 4
If the Plan inadvertently pays to the alternate payee any benefit that is assigned to the participant
pursuant to the terms of this order, the alternate payee will immediately reimburse the Plan or the
participant to the extent that the alternate payee has received such benefit payments.
w
Dated this ? day of ?/V
r.
By
Edward E. Guido J.
C= v
0
N
Nationwide Savings Plan
The 401 k Company
Page 4 of 4
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