HomeMy WebLinkAbout04-2213I:\Climt Directory\Walker - E\Pleadings\Divorce Con plaint.fon
MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorneys for Plaintiff
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
May 13, 2004
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 04 - o?U 1,3
Cl uiL,7&L-n
CIVIL ACTION - LAW
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in Court. If you wish to defend against the claims set forth in the
following pages, you must take prompt action. You are warned that if you fail to do so, the case
may proceed without you and a Decree of Divorce or annulment may be entered against you by
the Court. A judgment may also be entered against you for any other claim or relief requested in
these papers by the Plaintiff. You may lose money or property or other rights important to you.
When the ground for divorce is indignities or irretrievable breakdown of the marriage, you
may request marriage counseling. A list of marriage counselors is available in the office of the
Prothonotary at the Franklin County Courthouse, 157 Lincoln Way East, Chambersburg,
Pennsylvania 17201.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY,
LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS
GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD
TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A
LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET
FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Pennsylvania Lawyer Referral Service
Pennsylvania Bar Association
100 South Street, P.O. Box 186
Harrisburg, PA 17108
(800) 692-7375
I:\Client Directory\Walker - E\Pleadings\Divorce Complaint.frm
MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorneys for Plaintiff
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
May 13, 2004
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. OV -o-IAG
CIVIL ACTION - LAW
IN DIVORCE
COMPLAINT UNDER SECTION 3301(c)
OF THE DIVORCE CODE
1. Plaintiff is Elizabeth A. Walker, who has resided at 20 Wineberry Drive,
Mechanicsburg, Pennsylvania, for the last eight years.
2. Defendant is Thomas J. Walker, Jr., who has resided at 20 Wineberry Drive,
Mechanicsburg, Pennsylvania, for the last eight years.
3. Plaintiff and Defendant have been bona fide residents in the Commonwealth for at
least six (6) months immediately previous to the filing of this Complaint.
4. The Plaintiff and Defendant were married on December 14, 1992 in Raleigh,
North Carolina.
5. There have been no prior actions of divorce or for annulment between the parties.
6. Neither of the parties in this action is presently a member of the Armed Forces.
h\Client Directory\Walker - ETleadings\Divorce Complaintfrm May 13, 2004
7. The Plaintiff and Defendant are both citizens of the United States.
8. Plaintiff has been advised of the availability of marriage counseling and that she
may have the right to request the Court to require the parties to participate in such counseling.
Being so advised, Plaintiff does not request that the Court require the parties to participate in
counseling prior to a divorce decree being handed down by the Court.
9. Plaintiff avers that there are two children of the parties under the age of eighteen
(18) namely: Brianna Walker, born September 9,1993; and Amy Walker, born March 24, 1995.
COUNT I - DIVORCE
10. The Plaintiff avers that the grounds on which the action is based are as follows:
That the marriage is irretrievably broken.
WHEREFORE, Plaintiff requests the Court enter a decree in divorce.
Respectfully Submitted:
MARIA P. COGNETTI & ASSOCIATES
Date: May 13, 2004 By:
MARIA P. COGN*gl, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
VERIFICATION
I, ELIZABETH A. WALKER, hereby verify and state that the facts set forth in the
foregoing document are true and correct to the best of my information, knowledge and belief. I
understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904
relating to unworn verification to authorities.
ELIZAATH A. WALKER
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I.\Client Directory\Walker-Eliz\pleadinps Affidavit of Service.wpd
MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No.27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
May 25, 2004
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 04-2213 Civil Term
CIVIL ACTION - LAW
IN DIVORCE
AFFIDAVIT OF SERVICE
I, MARIA P. COGNETTI, do hereby certify that a true and correct copy of the
Complaint under Section 3301(c) of the Divorce Code, filed on May 17, 2004, was served upon
the Defendant by certified mail, return receipt requested, on May 24, 2004. The original signed
return receipt, number 7002 0510 0003 6465 6683, is attached hereto and made a part hereof.
MARIA P. COGINETTI & ASSOCIATES
Date: 'T- j (0 y
Sworn to and subscribed
before me this 409 y1day
ofJ 2004.
By:
MARIA WCOG AR TI, ESQUIRE
Attorney I.D. No. 2 914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
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1XIient Directory\Walker-Eliz\pleadings\petition for ex poss.frm
April 12, 2005
MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attomeys for Plaintiff
ELIZABETH A. WALKER,
Plaintiff/Petitioner
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
V.
THOMAS J. WALKER, JR.,
Defendant/Respondent
NO. 04-2213 CIVIL TERM
CIVIL ACTION - LAW
IN DIVORCE
PETITION FOR INTERIM EXCLUSIVE POSSESSION OF
MARITAL RESIDENCE PURSUANT TO PA.C.S.A. §3502
AND NOW, comes Petitioner, Elizabeth A. Walker, by and through her attorney,
Maria P. Cognetti, Esquire, and files the following Petition for Exclusive Possession of
Marital Residence and in support thereof avers as follows:
Petitioner is Elizabeth A. Walker, who has resided at 20 Wineberry Drive,
Mechanicsburg, Pennsylvania, for the last eight years.
2. Respondent is Thomas J. Walker, Jr., who has resided at 20 Wineberry Drive,
Mechanicsburg, Pennsylvania, for the last eight years.
Petitioner and Respondent were married on December 14, 1991 in Raleigh,
North Carolina. The parties are the natural parents of two children, namely, Brianna
Walker, age 11, born September 9, 1993, and Amy Walker, age 10, born March 24, 1995.
Both Brianna and Amy reside with Petitioner and Respondent at the above address.
4. Petitioner filed a Complaint in Divorce on May 17, 2004.
hClient Directory\Walker-Eliz\pleadings\petition for ex poss.frrn April l2, 2005
5. The parties are owners, as tenants by the entirety, of the real estate situated at
20 Wineberry Drive, Mechanicsburg, Cumberland County, Pennsylvania ("Marital
Residence"). Petitioner and Respondent have lived at the Marital Residence with their
children since 1996.
6. Section 3502(c) of the Divorce Code states that, with regard to the equitable
division of the family home, "the court may award, during the pendency of the action or
otherwise to one, or both of the parties the right to reside in the marital residence."
7. Section 3323(f) of the Divorce Code states that:
In all matrimonial causes, the court shall have full equity power and
jurisdiction and may issue injunctions or other orders which are necessary to
protect the interest of the parties or to effectuate the purposes of this part and
may grant such other relief or remedy as equity and justice requires against
either party or against any third person over whom the court has jurisdiction
and who is involved in or concerned with the disposition of the cause.
8. Respondent has engaged in a course of wrongful conduct which has created an
intolerable living situation for Petitioner and the children. Illustrations of such conduct
consist of the following:
a. Respondent creates horrible tension in the Marital Residence on a daily basis
by insisting on discussing the subject of the parties' pending divorce in the
presence of the parties' children at meals and other inappropriate occasions.
b. Respondent uses loud, angry and punitive language and tone of voice when
discussing adult subjects, such as the parties' divorce and his unfounded
suspicions of Petitioner's infidelity, in front of the parties' children. Recently,
the younger daughter, Amy, has begun to ask Petitioner, "Can't you and
C\Client Directory\Walker-Eliz\pleadings\petition for ex poss.fm April 12, 2005
Daddy stop fighting?"
C. Respondent makes derogatory and accusatory comments about Petitioner in
the Marital Residence, in front of the parties' children, in an attempt to divert
their favor away from Petitioner.
d. On one occasion, when discussing possible plans for his birthday with his
daughters, Respondent suggested, "How about suicide?" On another
occasion, the two daughters were playing with a magic set and asked
Respondent if he wanted to see a magic trick. He responded, "How about
making your mother disappear."
e. The parties' older daughter, Brianna, has taken notice of the serious problems
in the Marital Residence and has begun acting out behaviorally as a result.
f. Respondent has made unwanted sexual advances toward Petitioner causing
anxiety to Petitioner and further tension in the Marital Residence.
g. Respondent continues to open Petitioner's private and personally addressed
mail, though Petitioner has requested many times, verbally and in writing, for
Respondent to cease this practice.
h. Respondent installed an additional telephone line in the basement of the
Marital Residence, with which Respondent has eavesdropped on Petitioner's
personal and business calls.
Respondent has engaged in the practice of tracking Petitioner's odometer and
of following Petitioner from the Marital Residence when Petitioner runs
1XItent Directory\Walker-Eliz\pleadings\petition for ex poss.frm April 12, 2005
errands.
Respondent has, at least twice, taken Petitioner's personal and private cell
phone and dialed numbers in its log as part of his ongoing intrusive and
inappropriate investigation.
k. Respondent recently damaged the garage door by ramming it with his car in a
display of defiance against Petitioner, leaving Petitioner with the fear that
Respondent will further damage the Marital Residence out of scorn.
Petitioner has noticed the disappearance of many of personal items from the
Marital Residence, for which she finds no possible explanation other than
that the items were removed by Respondent. These items include, but are not
limited to, Petitioner's gift certificate for free Hilton accommodations, which
was located among Petitioner's private papers in Petitioner's private desk,
several pieces of Petitioner's private and personal lingerie, and the parties'
daughter's lap top computer, which went missing for three weeks but
resurfaced when Petitioner warned Respondent of her intention to pursue
legal investigation of said missing lap top.
in. Removal of the items described above from the Marital Residence, and the
unauthorized removal by Respondent of $5000.00 from the parties' joint bank
account, has generated a concern for Petitioner that other items may be taken
if Respondent continues to have access to Petitioner's personal and private
property.
I.\Client Directory?Walker-Eliz\pleadings\pctition for ex poss.frm April 12, 2005
n. The tension in the Marital Residence affects Petitioner to a great extent
because the Marital Residence is also where Petitioner maintains her full time
business office. Petitioner has no escape from the bitterness constantly
displayed by Respondent in the Marital Residence.
An award of interim exclusive possession of the Marital Residence will
enable Petitioner and the children to live in the real estate without fear of interference by
Respondent and fear of Respondent removing marital assets and/or Petitioner's personal
property.
10. Unless Petitioner is granted interim exclusive possession of the Marital
Residence, her emotional health and the emotional health and psychological well-being of
her children will be compromised, due to Respondent's erratic behavior and unfounded,
accusatory paranoia.
It. Petitioner believes, and, therefore, avers, that her emotional well-being and
the emotional and psychological well-being of the children will be best served if she is
granted interim exclusive possession of the Marital Residence.
12. Petitioner believes, and, therefore, avers, that the aims of the Divorce Code
would be best served by awarding Petitioner and the children the right to live in the Marital
Residence without intrusion or interference by Respondent.
13. Petitioner has been unable to seek concurrence on this matter by opposing
counsel, pursuant to Local Rule 39-206.1, because Respondent apparently has yet to retain
counsel.
Mlient Directory\Walker-Eliz\pleadings\petition for ex possIm
April 12, 2005
WHEREFORE, Petitioner requests this Honorable Court grant her interim exclusive
possession of the marital residence until the conclusion of the divorce proceedings.
Respectfully Submitted:
MARIA P. COGNETTI & ASSOCIATES
Date: April 12, 2005 By: C2G
MARIA . C ETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
l:\Client DirectorylWalker-Eliz\pleadings\petition for ex poss. frm April 12, 2005
CERTIFICATE OF SERVICE
I, Maria P. Cognetti, Esquire, Attorney for Elizabeth A. Walker, do hereby certify
that on this date I served the foregoing Petition for Exclusive Possession of Marital
Residence by depositing a true and exact copy thereof in the United States mail, first class,
postage prepaid, addressed as follows:
Thomas J. Walker, Jr.
20 Wineberry Drive
Mechanicsburg, Pennsylvania 17055
Date: April 12, 2005 By:
MARIA P. COGNETTI & ASSOCIATES
MARIA P. ICOG E1 TI, ESQUIRE
Attorney 1. D. No. 4
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Elizabeth A. Walker
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I:\Client Directory\Walker-Eliz\pleadings\petition for ex poss.frm
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ELIZABETH A. WALKER,
Plaintiff/Petitioner
V. : NO. 04-2213 CIVIL TERM
THOMAS J. WALKER, JR., CIVIL ACTION - LAW
Defendant/Respondent IN DIVORCE
RULE TO SHOW CAUSE
RECEIVED APR 15 2005
April 12, 2005
AND NOW, to wit, this I I _ day of , 2005 upon consideration of
Petitioner's Petition for Exclusive Possession of Marital Residence, a Rule is issued upon
Respondent to show cause why the relief requested in the foregoing Petition for Exclusive
Possession of Marital Residence should not be granted.
RULE RETURNABLE WITHIN DAYS OF SERVICE.
BY THE COURT,
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ELIZABETH A. WALKER,
Plaintiff/Petitioner
NO. 04-2213
V.
THOMAS J. WALKER, JR.,
Defend ant/Respondent
CIVIL ACTION-LAW
IN DIVORCE
AND NOW comes Respondent, Thomas J. Walker, Jr., by and through his
counsel, McNees Wallace & Nurick LLC and files the following response to the Petition
for Interim Exclusive Possession of Marital Residence and in support thereof, avers as
follows:
1. Admitted.
2. Admitted.
3. Admitted.
4. Admitted.
5. Admitted.
6. Denied. This averment contains a legal conclusion to which no
responsive pleading is required.
7. Denied. This averment contains a legal conclusion to which no
responsive pleading is required.
8. Denied. It is specifically denied that Respondent has engaged in a course
of wrongful conduct which has created an intolerable living situation for Petitioner and
the children.
a. Denied. It is specifically denied that Respondent discusses the
subject of the parties' pending divorce on a daily basis in the presence of the children.
The only specific discussion ever heard by the children were those related to family trips
which were no longer going to occur given the pending divorce.
b. Denied. It is denied that Respondent uses loud, angry and punitive
language in the presence of the children. In fact, Petitioner often begins arguments and
has insulted and humiliated Respondent in the presence of the children repeatedly.
There have been numerous occasions during which the children have told Petitioner to
stop yelling and arguing with their father. The statement Petitioner claims Amy made to
her shows that Amy believes Petitioner is at least equally responsible for any "fighting."
Plainly, Amy wants to keep the family together without fighting. Petitioner's efforts to
have the Court aid her in breaking up the family is not consistent with what is best for
the children.
C. Denied. By way of further answer, Petitioner regularly makes
derogatory and accusatory comments to Respondent in the presence of the children.
d. Admitted in part and denied in part. It is admitted that Respondent
inappropriately suggested, "How about suicide?" in response to a query about his
birthday. However, he immediately recognized the inappropriateness of this statement
and indicated that it was a joke. Respondent has no recollection that the children were
2
present. At no other times have such comments ever been made. The remainder of
this averment is specifically denied.
e. Denied. The Petitioner has been seeking a divorce for over a year
despite Respondent's efforts to preserve the family unit. The children's behavior has
not changed during this course of time. In any event, Respondent denies that his
presence in the marital residence is the cause of any such alleged "acting out" by
Brianna.
f. Denied. Respondent can think of only one occasion when he
attempted to kiss his wife which was during a family snowmobile trip. At the completion
of the trip, Respondent ran a bath for Petitioner and agreed to wash her hair. Petitioner
undressed in front of Respondent and got into the bathtub. She then indicated she did
not want Respondent to wash her hair. Respondent left the bathroom. Respondent's
attempt to show affection to his Wife plainly is not in any way harmful to the children.
Respondent believes the children want an intact family unit.
By way of further answer, since the divorce complaint was filed, the parties have
continued to take family trips together, including a recent trip to Florida during which the
parties shared a hotel room. In addition, Petitioner continues to walk unclothed in the
presence of Respondent in an apparent attempt to create a reaction/sexual advance. If
Petitioner does not want such attention, perhaps she should examine the
appropriateness of her behavior. In any event, these events show that the marriage is
not irretrievably broken, that affection remains, and that the Court should not enter an
Order that aids Petitioner's efforts to split up the family.
3
g. Denied. It is specifically denied that Respondent has been opening
Petitioner's private and personally addressed mail. Respondent does admit to opening
Petitioner's American Express bill. However, since Petitioner requested Respondent to
stop this practice, he has done so. It should be specifically noted that Petitioner
regularly opened Respondent's mail as well. As a result, Respondent now receives his
mail at a post office box. In any event, such matters are not a basis for granting one
party exclusive possession of the marital residence.
h. Admitted in part and denied in part. It is admitted that Respondent
installed an additional telephone line in the basement of the marital residence. It is
denied that its purpose was to eavesdrop on Petitioner's personal and business calls.
This additional line was added because Petitioner talked of moving her home office to
the basement.
i. Denied. It is denied that Respondent is in the practice of tracking
Petitioner's odometer and following Petitioner when she runs errands. Respondent did
follow Petitioner to her sister's house on one occasion when she left the home without
him, because he expected to accompany her.
j. Admitted in part and denied in part. It is admitted on two occasions
Respondent attempted to call Petitioner's paramour to speak with him. It is denied that
any other attempt was made to contact the paramour or other acquaintances of
Petitioner. It is specifically denied that Respondent is engaging in an ongoing, intrusive
and inappropriate investigation.
4
k. Admitted in part and denied in part. It is admitted that Respondent
recently damaged the garage door. Respondent was in the process of backing out
when Petitioner pushed the button to lower the garage door. Respondent did not see
that Petitioner had lowered the door and, thus, damaged the door. The accident
resulted in one roller on the door breaking and a scratch appearing on the Jeep. This
accident was not an attempt to damage property by Respondent. Whether it was
Petitioner's intent to cause damage is unknown.
Admitted in part, denied in part. After reasonable investigation,
Respondent is without knowledge or information sufficient to form a belief as to the truth
of the averments set forth in this paragraph, and, therefore, the averments are denied.
By way of further answer, Petitioner's "private" desk is in the parties' joint office space
and is located in the parties' master bedroom. Respondent does have a gift certificate
for the Hilton accommodations which were contained in items provided to his counsel.
Said certificate shall be returned.
By way of further answer, the parties' daughter's laptop computer was utilized by
Respondent after Petitioner took Respondent's laptop to IBM to reportedly search the
hard drive. The daughter's laptop computer was returned when Respondent's computer
was returned to him. Again, had Petitioner not herself engaged in vexatious behavior,
removing Respondent's computer, the use of the daughters' laptop would have been
unnecessary.
M. Admitted in part and denied in part. It is admitted that Respondent
removed $5,000.00 from the parties' joint bank account after Petitioner removed all
5
money from the parties' joint account at Wachovia to a private account in her own
name. The use/removal of jointly held monies is not inappropriate especially in light of
the fact that Petitioner behaved in the same manner. The remainder of the averment is
denied. Further, Petitioner can easily secure any personal items she wants to hide from
Respondent without any aid from the Court,
n. Denied. It is denied that Petitioner maintains her full time business
office in the home. Petitioner has a permanent office at the West Chester IBM building
and travels to the Mt. Laurel, NJ IBM office between one and three times per week.
Petitioner has the option to work at home, but it is not her principal office. By way of
further answer, Respondent has recently become employed and is not at the home
during his working hours. In any event, Petitioner can easily relocate her "home office"
to another residence of her choice if she is so insistent on breaking up the family unit.
Denied that there is "bitterness constantly displayed by Respondent in the marital
residence." On the contrary, as set forth above, he has attempted to show affection and
deal with the situation Petitioner created as best he can, taking into account the best
interests of the children.
9. Denied. As set forth above, Petitioner has no basis for fearing that
Respondent will remove marital assets or personal property. Further, Petitioner has no
reason to "fear" that he will "interfere in any wrongful way with Petitioner's use of the
jointly owned marital home." Respondent recently advised Petitioner that he did not
intend to consent to the divorce action prior to the expiration of the 2-year separation
period. The motivation for the Petition for an Award of Interim Exclusive Possession is
6
an attempt to force Respondent to move forward with this divorce that he does not want,
to unfairly separate him from his children and to put him in an unsound financial position
solely to achieve Petitioner's self-interested objectives. During the course of this
marriage, Respondent served as the primary caretaker of the minor children and
worked primarily as a homemaker. Respondent only recently obtained a full time job.
Petitioner is aware that an award of interim exclusive possession will cause Respondent
immediate financial difficulty, would remove him from the home he desires to retain,
would jeopardize his custody of the children, and is an attempt to force him to consent
to the entry of a divorce prior to the expiration of the two year period.
10. Denied. Petitioner's allegations amount to no more than the normal strife
which arises when parties are going through a divorce that one party does not want and
are residing in the same home. In fact, Petitioner equally or to a greater extent engages
in the behavior she finds offensive and seems intent on provoking arguments and
reactions by Respondent. Certainly, if Petitioner is in such emotional distress, she can
relocate from the marital home since she is the primary breadwinner, has sequestered
all marital funds, and is in the financial position to do so. Since she wants to force an
end to the marriage, and wants one party to leave the residence, she is the one who
should leave. Her allegations do not rise to the level necessary to entitle her to the
harsh remedy of a Court order forcing Respondent to move out of the marital home he
shares with the children and Petitioner.
11. Denied. Petitioner assumes that the grant of exclusive possession vests
primary physical custody with her, again demonstrating her true motivations. See also
7
response to averment 10. The best interests of the children will be served by a
continuation of the intact family. If Petitioner makes it inevitable that a divorce occurs at
some future date, the best interests of the children will be served by Respondent and
the children remaining in the marital home.
12. Denied. It is believed and therefore averred that the aims of the Divorce
Code would be thwarted by awarding Petitioner possession of the marital home as
above described. The Answer to Paragraph 11 is incorporated herein by reference.
13. Admitted. Counsel had not entered an appearance in this matter.
Respondent does not concur in this matter.
WHEREFORE, Respondent requests this Honorable Court to deny the Petition
for Interim Exclusive Possession of the marital residence.
Respectfully submitted,
MCNEES WALLACE & NURICK LLC
Date: 5/10/05 By. , -
eniso ,Esquire
I.D. #66378
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
(717) 237-5300 (Fax)
Attorney for Respondent
8
VERIFICATION
Subject to the penalties of 18 Pa. C.S.A. § 4904 relating to unsworn falsification to
authorities, I hereby certify that the facts set forth in the foregoing document are true and
correct to the best of my information and belief.
r•
Thomas . Walker, Jr.
Dated: ?/?OIOS
CERTIFICATE OF SERVICE
AND NOW, on this 1i?_ day of `Q , 2005, I, Lynn B.
Lowe, Secretary for Debra Denison Cantor, Esquire, hereby certify that I have served a
true and correct copy of the within document, via first class mail postage paid as
follows:
Maria P. Cognetti, Esquire
Maria P. Cognetti & Associates
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
McNEES WALLACE & NURICK LLC
By ?-0V
-C?i Lynri B. Lowe, Secretary for
Debra Denison Cantor, Esquire
I.D. No. 66378
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
Phone: 717 237-5229
Attorneys for Respondent
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MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorneys for Plaintiff
ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. : NO. 04-2213 CIVIL TERM
THOMAS J. WALKER, JR., CIVIL ACTION - LAW
Defendant IN DIVORCE
MOTION FOR HEARING
AND NOW comes Plaintiff, Elizabeth Walker, by her attorney, Maria P. Cognetti,
Esquire, and moves this Court to enter an Order setting the case for hearing and respectfully
represents that:
1. Plaintiff is Elizabeth A. Walker, who has resided at 20 Wineberry Drive,
Mechanicsburg, Pennsylvania, for the last eight years.
2. Defendant is Thomas J. Walker, Jr., who has resided at 20 Wineberry Drive,
Mechanicsburg, Pennsylvania, for the last eight years.
3. Plaintiff and Defendant were married on December 14, 1991 in Raleigh,
North Carolina. The parties are the natural parents of two children, namely, Brianna
Walker, age 11, born September 9, 1993, and Amy Walker, age 10, born March 24, 1995.
Both Brianna and Amy reside with Plaintiff and Defendant at the above address.
4. Plaintiff filed a Complaint in Divorce on May 17, 2004.
5. The parties are owners, as tenants by the entirety, of the real estate situated at
20 Wineberry Drive, Mechanicsburg, Cumberland County, Pennsylvania ("Marital
Residence"). Plaintiff and Defendant have lived at the Marital Residence with their children
since 1996.
6. Plaintiff filed a Petition for Interim Exclusive Possession of the Marital
Residence on April 13, 2005.
7. This Honorable Court, on April 19, 2005, issued a Rule to Show Cause why
exclusive possession should not be granted.
8. Defendant filed an Answer to the Petition for Interim Exclusive Possession of
the Marital Residence, requesting denial of said Petition, on May 10, 2005.
WHEREFORE, Plaintiff respectfully prays this Honorable Court enter an Order
setting this matter for a hearing.
Date: May 16, 2005 By:
Respectfully Submitted:
MARIA P. COGNETTI & ASSOCIATES
MARIA P. CtOGNE`i)TI, ESQUIRE
Attorney I.D. No. 2-7914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
CERTIFICATE OF SERVICE
I, Maria P. Cognetti, Esquire, Attorney for Plaintiff herein, do hereby certify that on
this date I served the foregoing Motion for Hearing, by depositing a true and exact copy
thereof in the United States mail, first class, postage prepaid, addressed as follows:
Debra Denison Cantor, Esquire
MCNEES, WALLACE & NURICK, LLC
100 Pine Street
P,O. Box 1166
Harrisburg, PA 17108-1166
MARIA P. COGNETTI & ASSOCIATES
Date: May 17, 2005 By: 14
& ASSOCIATES
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hitt, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
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REC'.U47) MAY 19M-"
IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
NO. 04-2213 CIVIL TERM
CIVIL ACTION - LAW
IN DIVORCE
ORDER OF COURT
AND NOW, this ;)5k1' day of ?M_ N- , 2005, upon
consideration of the foregoing Motion for Hearing, filed on behalf of Plaintiff, a hearing is
set for the 'Aq{ai day of ,! )(C , 2005, at o'clock A .M., in
J
Courtroom No. o? located in the Cumberland County Courthouse, Carlisle,
Pennsylvania.
BY THE COlJRT: 7
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ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. : NO. 04-2213 CIVIL TERM
THOMAS J. WALKER, JR., CIVIL ACTION - LAW
Defendant IN DIVORCE
ORDER OF COURT
AND NOW, TO WIT, this n day of 6"05, it is hereby
ORDERED AND DECREED that the attached Stipulation for Exclusive Possession of the
Marital Residence is made an Order of this Court and said Stipulation is adopted it its
entirety and incorporated herein as an Order of Court.
BY THE COURT
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ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. NO. 04-2213 CIVIL TERM
THOMAS J. WALKER, JR., CIVIL ACTION - LAW
Defendant IN DIVORCE
STIPULATION FOR CUSTODY
AND NOW, this day of
, 2005, come Plaintiff, Elizabeth A.
Walker, by and through her attorney, Maria P. Cognetti, Esquire, and Defendant, Thomas J.
Walker, Jr., by and through his attorney, Debra D. Cantor, Esquire, and hereby enter the following
Stipulation for Custody as follows:
Plaintiff is Elizabeth A. Walker (hereinafter "Mother"), an adult individual
currently residing at 20 Wineberry Drive, Mechanicsburg, Cumberland County, Pennsylvania.
Defendant is Thomas J. Walker, Jr. (hereinafter "Father"), an adult
individual currently residing at 20 Wineberry Drive, Mechanicsburg, Cumberland County,
Pennsylvania.
3. The parties are the natural parents of two minor children, namely: Brianna Walker,
age 12, born September 9,1993; and Amy Walker, age 10, born March 24, 1995.
4. The parties agree to share legal custody of their minor children. All decisions
effecting the children's growth and development including, but not limited to: medical and dental
treatment; psychiatric or psychological therapy or like treatment; decisions relating to actual or
potential litigation involving the children, directly or as a beneficiary, other than custody and
litigation; education, both secular and religious; choice of camp, if any; athletic pursuits and extra
curricular activities shall be considered major decisions and shall be made by the parties jointly,
after discussion and consultation with each other and a view toward obtaining and following a
harmonious policy in the children's best interest.
5. Beginning upon Father's relocation from the marital residence, primary physical
custody of the minor children shall be shared by the parties as follows:
(a) The parties' periods of custody with the children shall alternate weekly with
the custodial exchange taking place each Sunday at 8:00 p.m. The first week in the
custody cycle shall be with Mother and shall begin the first Sunday following
Father's relocation from the marital home.
(b) Each party shall be entitled to a mid-week period of custody with the
children during the other party's custodial week. Said mid-week period
shall begin after work and end at 9:00 p.m. Said period of custody shall take
place on Wednesdays unless otherwise agreed upon by the parties.
(c) The parties shall share the following holidays:
i. Christmas: In odd numbered years, with Mother from 5:00 p.m. on
December 24 until December 25 at 2:00 p.m. and with Father from 2:00
p.m. until December 26 at 8:30 p.m. In even numbered years, with Father
from 5:00 p.m. on December 24 until December 25 at 2:00 p.m. and with
Mother from 2:00 p.m. until December 26 at 8:30 p.m.
ii. Thanksgiving: In odd numbered years, with Father from the
Wednesday before Thanksgiving at 5:00 p.m. until Thanksgiving
Day at 2:00 p.m. and with Mother from 2:00 p.m. Thanksgiving Day until
the Friday following Thanksgiving at 5:00 p.m. In even numbered years,
with Mother from the Wednesday before Thanksgiving at 5:00 p.m. until
Thanksgiving Day at 2:00 p.m. and with Father from 2:00 p.m.
Thanksgiving Day until the Friday following Thanksgiving at 5:00 p.m.
iii. Easter: In even numbered years, with Mother from 9:00 a.m. until
2:00 p.m. and with Father from 2:00 p.m. until 8:30 p.m. In odd numbered
years, with Father from 9:00 a.m. until 2:00 p.m. and with Mother from
2:00 p.m. until 8:30 p.m.
(d) The parties shall alternate the following holidays:
i. Memorial Day and Labor Day: With Father in even numbered years
and with Mother in odd numbered years.
ii. July 4th and New Years Day: With Father in odd numbered
years and with Mother in even numbered years.
iii. All holidays shall begin at 10:00 a.m. and continue through 8:30
p.m. except for the 4th of July which shall conclude after the
fireworks.
(e) Every Mother's Day with Mother beginning at 10:00 a.m. through 8:30 p.m.
Every Father's Day with Father from 10:00 a.m. through 8:30 p.m.
(f) Each party shall be entitled to two (2) uninterrupted, non-consecutive
weeks of vacation with the children during their summer break from school. Said
periods of vacation shall be taken during the party's custodial week and no make-
up time shall be given for the other party's midweek visit.
(g) Transportation shall be shared by the parties with the party receiving
custody being responsible for pick-up.
6. The parties may modify the schedule as set forth above as they may agree to be in
the best interest of the minor children, and the parties are encouraged to be flexible in
accommodating reasonable requests for scheduled changes. In the event the custodial parent is
travelling out of town overnight during his/her custodial period, the non-custodial parent shall be
given the right of first refusal for custody with as much notice as possible.
7. The non-custodial parent at any given time shall have reasonable ongoing
telephone access to the minor children, and the minor children should not be precluded from
telephoning the non-custodial parent at reasonable times. Should the minor children be
unavailable to receive a telephone call from the parent, the custodial parent shall be responsible
for having the children return the telephone call.
8. Each party shall keep the other advised of a current address and telephone number.
9. Each party shall advise the other promptly of any illness suffered or injury
sustained by the minor children.
10. The parties shall communicate directly with each other regarding the minor
children, and shall not allow any interference from any third persons. The minor children should
not be used as intermediaries. All contact between the parties, whether in person or by telephone,
shall be polite, civil and respectful.
11. The parties will not undertake or allow by any other person the poisoning of the
children's mind against one of the other parties by conversation which includes any critical,
hostile, or condemning language, or any way derogates the other party from extended family
members.
12. The parties shall not conduct or permit arguments or heated conversations in the
presence or hearing of the minor children.
13. Neither party shall attempt or condone any attempt to directly or indirectly, by any
artifice, or subterfuge, whatsoever, to estrange the minor children from the other parent, or to
injure or impair the mutual love and affection of the minor children. At all times, each parent
shall encourage and foster in the minor children a sincere respect and affection for the other
parent, and shall not hamper the natural development of the children's love and respect for the
other parent.
14. Each parent shall keep the other advised on an ongoing basis of the schedule of all
curricular and extra curricular activities and events in which the minor children is engaged. Both
parents shall have the right to attend these activities and events and participate in them to the
extent parents are normally allowed or encouraged to do so. During scheduled periods of custody,
both parents shall be responsible for the children's attendance at regularly scheduled activities and
special events.
15. Each party acknowledges that they have been advised of the legal ramifications of
this Stipulation from their respective attorneys, and voluntarily consent to this agreement.
16. It is the intention of the parties that this Stipulation may be entered as an Order of
Court, as if a full hearing had been held thereon and enforced pursuant to the provisions of the
Uniform Child Custody Jurisdiction and Enforcement Act 23 Pa.C.S. 54. It is agreed that, until
subsequent Order of Court of competent jurisdiction, Pennsylvania shall be deemed the home
state of the children, and that this Stipulation shall be considered the first custody decree or initial
decree concerning said minor children.
IN WITNESS WHEREOF, the parties hereto have executed, sealed, and acknowledged
this agreement on the day and year above-written.
Maria P. qo;
Attorney for
Debra D. Cantor, Esquire %o
Attorney for Defendant
Elizabeth A. Walker
Plaintiff
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Thomas J. Wal r, Jr.
Defendant
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ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. : NO. 04-2213 CIVIL TERM
THOMAS J. WALKER, JR., CIVIL ACTION - LAW
Defendant IN DIVORCE
ORDER OF COURT
AND NOW, this r2V day of , 005, it is hereby ORDERED AND
DECREED that the attached Stipulation for Custody is made an Order of this Court and said
Stipulation is adopted it its entirety and incorporated herein as an Order of Court.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS:
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
NO. 04-2213 Civil Term
CIVIL ACTION - LAW
IN DIVORCE
MOTION FOR APPOINTMENT OF MASTER
ELIZABETH A. WALKER, Plaintiff, moves the court to appoint a master with respect to the following
claims:
(X) Divorce (X) Distribution of Property
( ) Annulment ( ) 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 non-moving party has appeared in the action through her attorney, Debra D. Cantor, Esquire.
3. The statutory ground(s) for divorce are: 23 Pa. C.S.A. Sec. 3301(c).
4. Check the applicable paragraph(s):
( ) The action is not contested.
( ) An agreement has been reached with respect to the following claims:
(X) The action is contested with respect to the following claim: division of property.
5. The action does not involve complex issues of law or fact.
6. The hearing is expected to take 1 day.
7. Additional information, if any, relevant to the motion: none.
Date: July 31, 2006
MARIA . CO TI, ESQUIRE
Attorney for Pl ' ' f
AND NOW, 2006, Esquire, is appointed master with
respect to the following claims: divorce and distribution of property.
BY THE COURT:
J.
MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No.27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No.(717)909-4060
Attorney for Plaintiff
ELIZABETH A. WALKER,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
V.
THOMAS J. WALKER, JR.,
Defendant
NO. 04-2213 Civil Term
CIVIL ACTION - LAW
IN DIVORCE
INVENTORY AND APPRAISEMENT
OF
PLAINTIFF, ELIZABETH A. WALKER
Plaintiff, Elizabeth A. Walker, files the following Inventory and Appraisement of all
property owned or possessed by either party at the date of separation and all property transferred
within the preceding three years.
Respectfully Submitted:
MARIA P. COGNETTI & ASSOCIATES
r
Date: July 31, 2006 By: &A I
MARIA P. CO TTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
ASSETS OF PARTIES
Plaintiff marks on the list below those items applicable to the case at bar and itemize the
assets on the following pages.
(X) 1. Real property
(X) 2. Motor vehicles
(X) 3. Stocks, bonds, securities and options
( ) 4. Certificates of deposit
(X) 5. Checking accounts, cash
(X) 6. Savings accounts, money market and savings certificates
( ) 7. Contents of safe deposit boxes
( ) 8. Trusts
(X) 9. Life insurance policies (indicate face value, cash surrender value and current
beneficiaries)
( )I0. Annuities
( ) 11. Gifts
( ) 12. Inheritances
( ) 13. Patents, copyrights, inventions, royalties
( ) 14. Personal property outside the home
( ) 15. Business (list all owners, including percentage of ownership, and officer/director
positions held by a party with company)
( ) 16. Employment termination benefits-severance pay, worker's compensation
claim/award
( ) 17. Profit sharing plans
(X) 18. Pension plans (indicate employee contribution and date plan vests)
(X) 19. Retirement plans, Individual Retirement Accounts
( ) 20. Disability payments
( ) 21. Litigation claims (matured and unmatured)
( ) 22. MilitaryNA benefits
( ) 23. Education benefits
( ) 24. Debts due, including loans, mortgages held
(X) 25. Household furnishings and personalty (include as a total category and attach
itemized list if distribution of such assets is in dispute)
(X) 26. Other
MARITAL PROPERTY
Plaintiff lists all marital property in which either or both spouses have a legal or equitable
interest individually or with any other person as of the date this action was commenced:
Item
Number Description of Property Name of All Owners
1 Equity in marital home at 20 Wineberry Drive,
Mechanicsburg, PA prior to transfer Wife
2 1997 Jeep Grand Cherokee Laredo Husband
2 2002 Dodge Caravan Wife
3 113M Stock 240.512 shares Wife
3 IBM Stock Options (not all vested) Wife
3 Ameritrade Account Husband and Wife
3 Morgan Stanley #410-015902 Husband
3 Morgan Stanley #410-015900 Husband
3 Morgan Stanley #410-015897 Wife
3 Columbia Management #126-1000130501 Wife
3 Vanguard #0085/09958551220 Husband
5 Wachovia Checking #1000191371472 Husband and Wife
5 Members 1st Checking #236974 11 Wife
6 Wachovia Statement Savings #3082276963048 Husband and Wife
6 Wachovia Money Market #1010071690292 Husband and Wife
6 Wachovia #1010019403098 Husband
6 Members 1st Savings #236974 00 Wife
6 Members 1st Vacation Club #2236974 03 Wife
9 Group Universal Life #A28064-G Wife
9 Kansas City Life #2523733 Husband
18 IBM Personal Pension Plan (Marital portion) Wife
19 IBM Tax Deferred Savings Plan (Marital portion) Wife
25 Household goods and personalty Husband and Wife
26 2004 Federal Tax Refund Husband and Wife
NON-MARITAL PROPERTY
Plaintiff lists all property in which a spouse has a legal or equitable interest which is claimed
to be excluded from marital property:
Item
Number Description of Property Reason for Exclusion
1 20 Wineberry Drive, Mechanicsburg, PA Transferred pursuant to
agreement of the parties
3 Children's Savings Bonds For the children
6 Fidelity Savings for Brianna For the children
6 Fidelity Savings for Amy For the children
6 College Savings Iowa for Brianna For the children
6 College Savings Iowa for Amy For the children
6 Members 1 st Savings for Brianna For the children
6 Members 1 st Savings for Amy For the children
18 113M Personal Pension Plan Premarital
19 IBM Tax Deferred Savings Plan Premarital
PROPERTY TRANSFERRED
Item Description of Date of Person to Consideration
Number Property Transfer Whom
Transferred
1 20 Wineberry Drive, 9/23/05 From Husband $65,000.00 to
Mechanicsburg, PA and Wife to Wife Husband
26 F$3,000.00 Cash 11/04 From Wife to None
Husband
5
LIABILITIES
Description of Property Names of All Creditors Names of All Debtors
Line of Credit #74972015582076 Wachovia Husband and Wife
Credit Card #4155 3722 2236 9744 Visa Husband and Wife
Credit Card #6035 3201 6297 6094 Home Depot Husband and Wife
Credit Card #000817001900590 Talbots Husband and Wife
Credit Card #4264 2967 5515 4793 AAA Husband and Wife
Credit Card #4264 2967 5583 9963 AAA Husband and Wife
Credit Card #4059 0529 1122 0103 Mellon (now Citi) Husband and Wife
Credit Card #3714 0036 2362 009 American Express Husband and Wife
Line of Credit #4003 048109468710 PNC Husband and Wife
Mortgage on Marital home (before refi) American Express Bank Husband and Wife
Debt for March 2005 trip Walt Disney World Husband and Wife
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MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorneys for Plaintiff
ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V.
THOMAS J. WALKER, JR.,
Defendant
NO. 04-2213 CIVIL TERM
CIVIL ACTION - LAW
IN DIVORCE
INCOME AND EXPENSE STATEMENT
ELIZABETH A. WALKER
The following is the Income and Expense Statement submitted by Elizabeth A. Walker,
Plaintiff, herein, for filing in the above-captioned divorce.
Date: July 31, 2006 By:
Respectfully Submitted:
MARIA P. COGNETTI & ASSOCIATES
MARIA P. C9C iETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
INCOME AND EXPENSE STATEMENT OF
ELIZABETH A. WALKER
Employer: IBM Co_pr oration
Address: 2020 Technology Drive Mechanicsburg, PA 17050
Type of Work: Service Manager
Payroll Number: Emglovee #019847
Pay Period (weekly, biweekly, etc.): 2 times a month
AVERAGE GROSS PAY PER MONTH: $9,750.00
Itemized Payroll Deductions:
Federal Withholding: $1,675.98
Social Security: $590.70
Medicare: $138.16
Local Wage Tax: $151.86
State Income Tax: $291.38
Unemployment Tax: $8.92
Retirement: $585.00
Support Order: $2,475.00
Life Insurance: $53.92
Health Insurance: $403.00
Other: Chanty - Cleft Palate $20.00
AVERAGE NET PAY PER MONTH: $3,356.08
OTHER INCOME: WEEK MONTH YEAR
Interest $9.05
Dividends $34.10
Pension
Annuity
Social Security
Rents
Royalties
Expense Account
Unemployment Comp.
Workmen's Comp.
TOTAL OTHER INCOME: $43.15
TOTAL MONTHLY NET INCOME: $3,399.23
HOME: WEEKLY MONTHLY YEARLY
Mortgage $1,441.52
Maintenance $53.00
Repairs $25.00
UTILITIES:
Electric $130.83
Gas $23.13
Internet $85.61
Telephone $76.65
Water $40.97
Sewer $33.00
Trash $35.00
EMPLOYMENT:
Public Transportation
Lunch $64.00
TAXES:
Real Estate $201.05
City $42.07
Income
INSURANCE:
Homeowners $29.66
Automobile $81.50
Life
Accident
Health WEEKLY MONTHLY YEARLY
Other
AUTOMOBILE:
Payments
Fuel $140.00
Repairs $50.00
Maintenance $67.21
Licenses $2.92
Registration $2.92
Auto Club $5.83
MEDICAL:
Doctor $15.00
Dentist $10.00
Orthodontist $88.89
Hospital
Medicine $3.33
Special needs
(glasses, braces,
orthopedic
devices) $25.00
EDUCATION:
Private school
Parochial school
College
Religious
School lunches WEEKLY MONTHLY
$51.75 YEARLY
Books/misc.
PERSONAL:
Clothing $150.00
Food $400.00
Barber/hairdresser $50.00
Personal care $25.00
Laundry/dry cleaning $20.00
Hobbies $75.00
Memberships $63.32
CREDIT PAYMENTS:
Credit card $600.00
Charge account
LOANS OR DEBTS:
Credit Union
MISCELLANEOUS:
Household help
Child care
Camp $33.33
Pet expense $16.66
Papers/books/
magazines $30.00
Entertainment $100.00
Pay TV $20.00
Vacation $500.00
Gifts WEEKLY MONTHLY
$208.00 YEARLY
Legal fees $578.00
Charitable
Contributions $33.00
Religious
Memberships $125.00
Children's
Allowances $95.33
Alimony
payments
Lessons for
Children
OTHER:
Girls College Fund
VanGuard Fund
Health Club $35.00
TOTAL EXPENSES $5,983.48
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RECEIVED AUG 0 2 200 Y
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS:
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
: NO. 04-2213 Civil Term
CIVIL ACTION -LAW
IN DIVORCE
MOTION FOR APPOINTMENT OF MASTER
ELIZABETH A. WALKER, Plaintiff, moves the court to appoint a master with respect to the following
claims:
(X) Divorce (X) Distribution of Property
( ) Annulment ( ) 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 non-moving party has appeared in the action through her attorney, Debra D. Cantor, Esquire.
3. The statutory ground(s) for divorce are: 23 Pa. C.S.A. Sec. 3301(c).
4. Check the applicable paragraph(s):
( ) The action is not contested.
( ) An agreement has been reached with respect to the following claims:
(X) The action is contested with respect to the following claim: division of property.
5. The action does not involve complex issues of law or fact.
6. The hearing is expected to take 1 day.
7. Additional information, if any, relevant to the motion: none.
Date: July 31, 2006 ./&J& 3,
MARIA . CO TI, ESQUIRE
Attorney for Pl.' ' f
AND NOW, 7 2006, ?wEsquire, is appointed master with
respect to the folio ng claims: divorce and distribution of property.
BY COURT:
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ELIZABETH A. WALKER,
Plaintiff/Respondent
V.
THOMAS J. WALKER, JR.,
Defendant/Petitioner
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 04-2213
CIVIL ACTION-LAW
IN DIVORCE
PETITION RAISING CLAIMS PURSUANT TO RULE 1920.15
AND NOW, comes Defendant, Thomas J. Walker, Jr., by and through his
counsel, McNees Wallace & Nurick LLC, and raises the following claims:
1. ALIMONY, ALIMONY PENDENTE LITE,
AND COUNSEL FEES AND COSTS
1. Defendant lacks sufficient property to provide for his reasonable needs.
2. Defendant is unable to sufficiently support himself through appropriate
employment.
3. Plaintiff has sufficient income and assets to provide continuing support for
the Defendant.
4. By reason of this action, Defendant will be put to considerable expense in
the preparation of his case in the employment of counsel and the payment of costs.
5. The Defendant is without sufficient funds to support himself and to meet
the costs and expenses of this litigation and is unable to appropriately maintain himself
during the pendency of this action.
6. Defendant's income is not sufficient to provide for his reasonable needs
and pay his attorney's fees and the costs of this litigation.
7. Plaintiff has adequate earnings to provide for the Defendant's support and
to pay his counsel fees, costs and expenses.
WHEREFORE, Defendant respectfully requests the Court enter an order
Granting him alimony, alimony pendente lite, and counsels' fees and costs.
Respectfully submitted,
McNEES WALLACE & NURICK LLC
By .
br Denis C ntor
I. . #66378
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
(717) 237-5300 (Fax)
Attorney for Defendant/Petitioner
Dated: August 2006
CERTIFICATE OF SERVICE
AND NOW, on this day of August, 2006, I, hereby certify that I have served
a true and correct copy of the within document, via first class mail postage paid as
follows:
Maria P. Cognetti, Esquire
Maria P. Cognetti & Associates
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
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July 31, 2006
MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorneys for Plaintiff
ELIZABETH A. WALKER,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
V.
THOMAS J. WALKER, JR.,
Defendant
NO. 04-2213 CIVIL TERM
CIVIL ACTION - LAW
IN DIVORCE
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in Court. If you wish to defend against the claims set forth in the
following pages, you must take prompt action. You are warned that if you fail to do so, the case
may proceed without you and a Decree of Divorce or annulment may be entered against you by
the Court. A judgment may also be entered against you for any other claim or relief requested in
these papers by the Plaintiff. You may lose money or property of other rights important to you.
When the ground for divorce is indignities or irretrievable breakdown of the marriage, you
may request marriage counseling. A list of marriage counselors its available in the office of the
Prothonotary at the Cumberland County Courthouse, One Courthouse Square, Carlisle,
Pennsylvania 17013.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY,
LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ;ANNULMENT IS
GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Cumberland County Lawyer Referral Service
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
(800) 990-9108
IAChent Drectory\Walker-Eliz\plwdings\Divome Pleadings\Amended Divorce Complaint.frm
MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorneys for Plaintiff
ELIZABETH A. WALKER,
Plaintiff
July 31, 2006
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
V.
THOMAS J. WALKER, JR.,
Defendant
NO. 04-2213 CIVIL TERM
CIVIL ACTION LAW
IN DIVORCE
AMENDED COMPLAINT UNDER SECTIQN 3301(c)
OF THE DIVORCE CODE
1. Plaintiff is Elizabeth A. Walker, who currently resides at 20 Wineberry Drive,
Mechanicsburg, Pennsylvania.
2. Defendant is Thomas J. Walker, Jr., who currently resides at 432 Stonehedge
Drive, Mechanicsburg, Cumberland County, Pennsylvania, 17055.
Plaintiff and Defendant have been bona fide residents in the Commonwealth for at
least six (6) months immediately previous to the filing of this Complaint.
4. The Plaintiff and Defendant were married on December 14, 1992 in Raleigh,
North Carolina.
There have been no prior actions of divorce or for annulment between the parties.
IAClient D rmtDry\Walka-Ehz\pleadings\Divome Pleadinp\Am nded Divoroe Complaint.frm July 31, 2006
Neither of the parties in this action is presently a member of the Armed Forces.
The Plaintiff and Defendant are both citizens of the United States.
8. Plaintiff has been advised of the availability of marriage counseling and that she
may have the right to request the Court to require the parties to participate in such counseling.
Being so advised, Plaintiff does not request that the Court require the parties to participate in
counseling prior to a divorce decree being handed down by the Court.
9. Plaintiff avers that there are two children of the pasties under the age of eighteen
(18) namely: Brianna Walker, born September 9,1993; and Amy Walker, born March 24, 1995.
COUNT I - DIVORCE
10. The Plaintiff avers that the ground on which the action is based is as follows:
That the marriage is irretrievably broken.
COUNT II - EQUITABLE DISTRIBUTION
11. During the marriage, Plaintiff and Defendant have acquired various items of marital
property, both real and personal, which are subject to equitable distribution under Chapter 35 of
the Divorce Code.
WHEREFORE, Plaintiff requests this Honorable Court:
a. Enter a decree of divorce;
b. Equitably distribute all property, both personal and real, owned by the parties;
lAClient Directory\Walker-Eliz\pleadings\Divorce Pleadings\Amended Divorce Complaint.frm July 31, 2006
c. Grant such further relief as the Court may deem equitable and just.
Respectfully Submitted:
MARIA P, COGNETT I & ASSOCIATES
Date: July 31, 2006 By:
MARIA PGNETTI, ESQUIRE
Attorney I. o. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
VERIFICATION
I, ELIZABETH A. WALKER, hereby verify and state that the facts set forth in the
foregoing document are true and correct to the best of my informajtion, knowledge and belief. I
understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904
relating to unsworn verification to authorities.
ELIZA TH A. WALKER
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MARIA P. COGNETTI & ASSOCIATES
MARIA P. COGNETTI, ESQUIRE
Attorney I.D. No.27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
ELIZABETH A. WALKER,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
V.
THOMAS J. WALKER, JR.,
Defendant
: NO. 04-2213 Civil Term
CIVIL ACTION - LAW
IN DIVORCE
PLAINTIFF'S PRE-TRIAL STATEMENT
Plaintiff, Elizabeth A. Walker, by and through her attorney, Maria P. Cognetti, Esquire,
files the following Pre-Trial Statement:
TABLE OF CONTENTS
I. Background Information
H. Listing of Marital Assets and Debts
III. Listing of Personal Property
IV. Listing of Non-Marital Assets
V. Pensions
VI. Income and Expenses
VII. Counsel Fees and Costs
VIII. Expert Witnesses
IX. Non-Expert Witnesses
X. Listing of Proposed Exhibits
XI. Proposed Resolution
I. BACKGROUND INFORMATION
A. PARTIES
HUSBAND
NAME Thomas J. Walker, Jr.
ADDRESS 432 Stonehedge Lane, Mechanicsburg,
Cumberland County, Pennsylvania
AGE 47
DATE OF BIRTH March 20, 1959
PLACE OF BIRTH Johnstown, PA
SOCIAL SECURITY NUMBER 193-50-0313
HEALTH Good
EMPLOYER Intellimark
OCCUPATION P.C. Technician
LENGTH OF RESIDENCY IN PA Approximately 47 years
EDUCATIONAL BACKGROUND High School with post secondary training in
electronics
WIFE
NAME Elizabeth A. Walker
ADDRESS 20 Wineberry Drive, Mechanicsburg,
Cumberland County, Pennsylvania
AGE 45
DATE OF BIRTH February 28, 1961
PLACE OF BIRTH Poughkeepsie, New York
SOCIAL SECURITY NUMBER 146-62-1365
HEALTH Good
EMPLOYER IBM
OCCUPATION Service Delivery Executive
LENGTH OF RESIDENCY IN PA 20 years
EDUCATIONAL BACKGROUND College
B. CHILDREN
NAME AGE DATE OF BIRTH CUSTODIAN
Brianna Walker 13 September 9, 1993 Shared
Amy Walker 11 March 24, 1995 Shared
C. MARRIAGE INFORMATION
DATE OF MARRIAGE December 14, 1991
PLACE OF MARRIAGE Raleigh, North Carolina
DATE OF SEPARATION March 17, 2004
CIRCUMSTANCES OF SEPARATION Irretrievable breakdown
D. PRIOR MARRIAGE
WIFE None
HUSBAND None
E. CHILDREN OF OTHER RELATIONSHIPS/MARRIAGES
WIFE None
HUSBAND None
F. PROCEEDINGS INFORMATION
DATE ACTION COMMENCED 5/17/04
DATE OF SERVICE OF COMPLAINT 5/25/04
MANNER OF SERVICE OF
COMPLAINT Certified Mail
ISSUES RAISED IN DIVORCE
COMPLAINT Divorce
DATE AMENDED COMPLAINT FILED 8/10/06
ISSUES RAISED IN AMENDED
COMPLAINT Divorce and Equitable Distribution
DATE OF FILING OF ANSWER Husband raised claim for Alimony,
AND/OR COUNTERCLAIM Alimony Pendente Lite and Counsel Fees
and Costs by way of Petition filed on or
about August 3, 2006
ISSUES RAISED IN COUNTERCLAIM See above
BIFURCATION N/A
PREVIOUSLY RESOLVED ISSUES N/A
II. MARITAL ASSETS AND DEBTS
The following is a listing of the marital assets and debts of the parties:
ITEM DESCRIPTION TOTAL H W COMMENTS
NO. VALUE
1. Real Estate
LA Equity in marital home at 20 $94,733.00 X X Home was refinanced by Wife
Wineberry Drive, and Husband received
Mechanicsburg, PA prior to $65,000.
transfer
2. Vehicles
2.A 1997 Jeep Grand Cherokee $5,010.00 X Kelley Blue Book
Laredo
2.B 2002 Dodge Caravan $11,845.00 X Kelley Blue Book
3. Stocks and Investment
Accounts
3.A IBM Stock 240.512 shares $19,676.29 X Stock trading at $81.81/share
on 9/19/06
3.B IBM Stock Options (not all $11,196.00 X Stock trading at $81.81/share
vested) on 9/19/06
100 shares at $83.88/share - no
value;
950 shares at $113.34/share -
no value;
900 shares at $69.37/share =
$11,196.00
3.C Ameritrade Account $1,303.00 X 6/30/06
3.D Morgan Stanley #410- $17,018.04 X 8/31/06
015902
ITEM DESCRIPTION TOTAL H W COMMENTS
NO. VALUE
3.E Morgan Stanley 4410- $832.46 X 8/31/06
015900
3.F Morgan Stanley #410- $832.59 X 3131/06
015897
3.G Vanguard $16,910.07 X X 3/31/06
#0085/09958551220
3.1-1 Columbia Management $1,116.53 X 3/31/06
#126-1000130501
4. ,t
$atxk A#;rr t n, ,
4.A Wachovia Checking $237.27 X X 16/14/04
#1000191371472
43 Members 1st Checking $1,901.56 X 5/31/04
#236974 11
4.C Wachovia Statement $540.53 X X 6/14/04
Savings #3082276963048
4.1) Wachovia Money Market $111.32 X X 6/14/04
#1010071690292
4.E Wachovia Checking $41.50 X 6/14/04
#1010019403098
41 Members 1st Savings $8,583.62 X 5/31/04
#236974 00
4.G Members 1st Vacation Club $0.00 X X Closed prior to sepration
#2236974 03
'?. .' 'Life lnsurancY,ILL'
5.A Group Universal Life $391.56 X 3/31/06
#A28064-G
53 Kansas City Life #2523733 $3,921.32 X 6/13/06
6.
Retirement Accounts .
6.A IBM Personal Pension Plan $115,307.41 X $125,832.71 as of 3/31/06.
(Marital portion) Premarital value $10,525.30.
63 IBM Tax Deferred Savings $222,616.83 X $272,247.93 as of 3/31/06.
Plan (Marital portion) :Premarital value $13,982.96.
ITEM DESCRIPTION TOTAL H W COMMENTS
NO. VALUE
7. scel an?ous
r
7.A Household goods X X Already divided in kind.
7.B 2005 Tax Return $5,000.00 X
7.C Advance distribution to H $3,000.00 X 11/04
from W
S. Debts
8.A Mortgage on Marital Home $95,266.61 X X Balance as of the date of
Wife's refinance.
8.B Visa Credit Card $3,147.33 X X 1/2/04
#4155 3722 2236 9744
8.C AAA Credit Card $2,560.94 X X 1/28/04
#4264 2967 5515 4793
8.D American Express 3714 $5,697.76 X X 9/1/04
003623 62009
8.E Mellon (Citi) Credit Card $1,538.47 X X 1/20/04
#4059 0529 1122 0103
8.F Debt for March 2005 Walt $3,500.00 X 3/05. Paid entirely by Wife.
Disney World trip
III. LISTING OF PERSONAL PROPERTY
ITEMS RETAINED BY WIFE
DESCRIPTION VALUE
Parties have divided their personal property.
ITEMS RETAINED BY HUSBAND
DESCRIPTION VALUE
Parties have divided their personal property.
IV. LISTING OF NON-MARITAL PROPERTY
The following is a listing of the non-marital assets of the parties:
No. Description Basis of Exclusion Owner
1. 20 Wineberry Drive,
Mechanicsburg, PA Previously distributed Wife
2. Children's Savings Bonds For children
3. Fidelity Savings for Brianna For children
4. Fidelity Savings for Amy For children
5. College Savings Iowa for
Brianna For children
6. College Savings Iowa for Amy For children
7. Members 1st Savings for
Brianna For children
8. Members 1 st Savings for Amy For children
9. IBM Personal Pension Plan Premarital and post separation
contributions Wife
10. IBM Tax Deferred Savings Plan Premarital and post separation
contributions Wife
V. PENSIONS
The following is a listing of the pensions of the parties:
PARTY I DESCRIPTION I
Husband I Husband has no pension. I
Wife Wife's Pension with IBM is detailed above.
VI. INCOME AND EXPENSES
The following is a listing of the income and expenses of the parties:
PARTY DESCRIPTION AMOUNT
Husband
Gross Monthly Income $2,600.00
Net Monthly Income $2,120.00
Monthly Expenses $1,666.00
Wife
Gross Monthly Income $9,750.00
Net Monthly Income $3,356.08
Monthly Expenses $5,983.48
VII. COUNSEL FEES
The following is a listing of the counsel fees and expenses incurred, or to be incurred by the
parties:
PARTY DESCRIPTION DATES AMOUNT
Husband
Counsel Fees Unknown
Costs Unknown
Anticipated Fees and Costs Unknown
Wife
Counsel Fees
Costs
Anticipated Fees and Costs
VIII. EXPERT WITNESSES
The following is a listing of the anticipated experts who will be called to testify in this
case:
NAME SUBJECT TO TESTIMONY
A Real Estate Appraiser Value of the marital home.
A Pension Appraiser Value of Wife's pension.
Additional experts who may be called to testify are not known at this time. If such
additional experts are retained, Plaintiff reserves the right to call them as witnesses upon proper
notification to Defendant.
IX. NON-EXPERT WITNESSES
NAME SUBJECT OF TESTIMONY
Elizabeth A. Walker History of the marriage; identification and
valuation of marital assets and debts; other relevant
testimony relating to the factors set forth in the
Divorce Code.
Thomas J. Walker, Jr., as of cross History of the marriage; identification and
valuation of marital assets and debts; other relevant
testimony relating to the factors set forth in the
Divorce Code.
Additional witnesses who may be called to testify are not known at this time. If such
additional witnesses are identified, Plaintiff reserves the right to call them as witnesses upon
proper notification to Defendant.
X. LISTING OF PROPOSED EXHIBITS
The following is a listing of Exhibits which are anticipated to be submitted at the hearing in
this case:
NO. DESCRIPTION
1 Appraisal of the marital home.
2 Statements for all bank accounts.
3 Statement for and appraisal of the value of Wife's pension.
4 Statements for all investment and retirement accounts.
5 Statements of Kelley Blue Book values on the parties' vehicles.
6 Documentation of Wife's current income.
7 Documentation of Husband's current income.
8 Documentation of all marital debts.
9 Parties' tax returns for 2005 with all attachments and schedules.
10 Parties' income and expense statements.
If additional exhibits are identified, Plaintiff reserves the right to submit additional Exhibits
upon proper notification to Defendant.
XI. PROPOSED RESOLUTION
A. EQUITABLE DISTRIBUTION: 60/40 split of marital assets in favor of Wife.
B. ALIMONY: No post-divorce alimony.
C. COUNSEL FEES AND COSTS: Each party to pay their own counsel fees and costs.
Respectfully Submitted:
MARIA P. COGNETTI & ASSOCIATES
s /O? J
Date: By:
MARIA . C G TTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Plaintiff
CERTIFICATE OF SERVICE
I, Maria P. Cognetti, Esquire, Attorney for Elizabeth A. Walker, do hereby certify that on
this date I served the foregoing Pretrial Statement by depositing a true and exact copy thereof in the
United States mail, first class, postage prepaid, addressed as follows:
Debra Denison Cantor, Esquire
McNEES, WALLACE & NURICK, LL C.
100 Pine Street, P.O. Box 1166
Harrisburg, PA 17108-1166
MARIA P. COGNETTI & ASSOCIATES
Date: September 26, 2006 By:
MARIAY. COEYETTI, ESQUIRE
Attorney I.D. No. 27914
210 Grandview Avenue, Suite 102
Camp Hill, PA 17011
Telephone No. (717) 909-4060
Attorney for Elizabeth A. Walker
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ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. : NO. 04-2213 Civil Term
THOMAS J. WALKER, JR., CIVIL ACTION - LAW
Defendant IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on
May 17, 2004.
2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety (90)
days have elapsed from the date of the filing and service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of intention
to request entry of the decree.
4. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses if I do not claim them before the 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
taisification to authorities.
Date: `?/•2/ 7
Elizabet A. Walker
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ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 04-2213 Civil Term
CIVIL ACTION - LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF DIVORCE DECREE UNDER
§ 3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final Decree of Divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses if I do not claim them before a divorce is granted.
3. I understand that I will not be divorced until a Divorce Decree is entered by the
Court and that a copy of the Decree will be sent to me immediately after it is filed with the
Prothonotary.
I verify that the statements made in this Affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn
falsification to authorities.
DATE: a lo 7
E izabe A. Walker
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ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS OF
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
VS. NO. 04 - 2213 CIVIL
THOMAS J. WALKER, JR.,
Defendant IN DIVORCE
ORDER OF COURT
AND NOW, this Jq? day of
2007, the economic claims raised in the proceedings having been
resolved in accordance with a property settlement agreement
dated March 29, 2007, 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,
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Edga B yley, P J.
cc: „P4faria P. Cognetti
Attorney for Plaintiff
.ebra A. Denison Cantor
Attorney for Defendant
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PROPERTY SETTLEMENT AGREEMENT
THIS AGREEMENT, made thisol9-//- day of _ ' , 2007, by and
between ELIZABETH A. WALKER, of 20 Wineberry Drive, Mechanicsburg, Cumberland
County, Pennsylvania (hereinafter referred to as "WIFE") and THOMAS J. WALKER, JR., of
469 Nursery Drive North, Mechanicsburg, Cumberland County, Pennsylvania (hereinafter referred
to as "HUSBAND"):
WITNESSETH:
WHEREAS, the parties were married on December 14, 1991, in Raleigh, North Carolina;
and
WHEREAS, two (2) children have been born of this marriage, namely, Brianna Walker,
born September 9, 1993; and Amy Walker, born March 24, 1995; and
WHEREAS, diverse, unhappy differences, disputes and difficulties have arisen between
the parties and it is the intention of WIFE and HUSBAND to live separate and apart, and the
parties hereto are desirous of settling fully and finally their respective financial and property rights
and obligations as between each other, including, without limitation by specification: the
settling of all matters between them relating to the ownership and equitable distribution of
real and personal property; settling of all matters between them relating to the past, present and
future support, alimony and/or maintenance of WIFE by HUSBAND or of HUSBAND by WIFE;
and in general, the settling of any and all claims and possible claims by one against the other or
against their respective estates.
NOW, THEREFORE, in consideration of the premises and of the mutual promises,
covenants and undertakings hereinafter set forth and for other good and valuable consideration,
receipt of which is hereby acknowledged by each of the parties hereto, HUSBAND and WIFE,
each intending to be legally bound hereby covenant and agree as follows:
SEPARATION: HUSBAND and WIFE shall at all times hereafter have the
right to live separate and apart from each other and to reside from time to time at such place or
places as they shall respectively deem fit, free from any control, restraint or interference
whatsoever by the other. Neither party shall molest the other or endeavor to compel the other to
cohabit or dwell with him or her by any legal or other proceedings. The foregoing provisions
shall not be taken to be an admission on the part of either HUSBAND or WIFE of the lawfulness or
unlawfulness of the causes leading to their living apart.
2. INTERFERENCE: Each party shall be free from interference, authority, and
contact by the other, as fully as if he or she were single and unmarried, except as may be
necessary to carry out the provisions of this Agreement. Neither party shall molest the other or
attempt to endeavor to molest the other, nor compel the other to cohabit with the other, nor in any
way harass or malign the other, nor in any way interfere with the peaceful existence, separate and
apart from the other, and each of the parties hereto completely understands and agrees that neither
shall do or say anything to the children of the parties at anytime which might in any way influence
the children
2
adversely against the other party, it being the intention of both parties to minimize the effect of any
such separation upon the children.
3. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS:
This Agreement shall not be considered to affect or bar the right of HUSBAND or WIFE to a
divorce on lawful grounds as such grounds now exist or shall hereafter exist or to such defense as
may be available to either party. This Agreement is not intended to condone and shall not be
deemed to be a condonation on the part of either party hereto of any act or acts on the part of the
other party which have occasioned the disputes or unhappy differences which have occurred prior
to or which may occur subsequent to the date hereof.
4. SUBSEQUENT DIVORCE: The parties hereby acknowledge that WIFE has
filed a Complaint in Divorce in Cumberland County to Docket No. 04-2213, claiming that the
marriage is irretrievably broken under Section 3301(c) of the Pennsylvania Divorce Code.
Both parties hereby express their agreement that the marriage is irretrievably broken and express
their intent to execute any and all Affidavits and Waivers or other documents necessary for the
parties to obtain an absolute divorce pursuant to Section 3301(c) of the Divorce Code at the same
time as they execute this Agreement. The parties hereby waive all rights to request court ordered
counseling under the Divorce Code. It is further specifically understood and agreed by the parties
that the provisions of this Agreement as to equitable distribution of property of the parties are
accepted by each party as a final settlement for all purposes whatsoever, as contemplated by the
Pennsylvania Divorce Code.
Should a decree, judgment or order of divorce be obtained by either of the parties in this or
any other state, country or jurisdiction, each of the parties hereby consents and agrees that this
Agreement and all of its covenants shall not be affected in any way by such separation or divorce;
and that nothing in 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 the specific intent of the parties to permit this Agreement to survive any
judgment and to be forever binding and conclusive upon the parties.
5. INCORPORATION IN DIVORCE DECREE: It is further agreed, covenanted
and stipulated that this Agreement, or the essential parts hereof, shall be incorporated in any
decree hereinafter entered by any court of competent jurisdiction in any divorce proceedings that
have been or may be instituted by the parties for the purpose of enforcing the contractual
obligations of the parties. This Agreement shall not be merged in any such decree but shall in all
respects survive the same and be forever binding and conclusive upon the parties.
6. EFFECTIVE DATE: The effective date of this Agreement shall be the "date of
execution" or "execution date," defined as the date upon which it is executed by the parties if
they have each executed this Agreement at the same date. Otherwise, the "date of execution" or
"execution date" of this Agreement shall be defined as the date of execution by the party last
executing this Agreement.
4
7. 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 unless otherwise specified herein. However, the support
and/or alimony payments, if any, provided for in this Agreement shall take effect as set forth in this
Agreement.
MUTUAL RELEASE: HUSBAND and WIFE each do hereby mutually
remise, release, quit-claim 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
interest, or claims in or against the property (including income and gain from property hereafter
accruing) of the other or against the estate of such other, of whatever nature and wheresoever
situated, which he or she now has or at any time hereafter may have against the other, the estate of
such other or any part thereof, whether arising out of any former acts, contracts, engagements or
liabilities of such other or by way of dower or 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 a testamentary gift, 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 any time hereafter shall have for past, present or future support or
maintenance, alimony, alimony pendente lite, counsel fees, division of property, costs or
expenses, whether arising as a result of the marital relationship or otherwise, except, all rights
and agreements and obligations of whatsoever nature arising or which may arise under this
Agreement or for the breach of any provisions thereof. It is the intention of HUSBAND and
WIFE to give each other, by the execution of this Agreement, a full, complete and general
release with respect to any and all property of any kind or nature, real, personal or mixed, which
the other now owns or may hereafter acquire, except and only except all rights and agreements
and obligations of whatsoever nature arising or which may arise under this Agreement or for the
breach of any provision thereof. It is further agreed that this Agreement shall be and constitute
a full and final resolution of any and all claims which each of the parties may have against the
other for equitable division of property, alimony, counsel fees and expenses, alimony pendente
lite or any other claims pursuant to the Pennsylvania Divorce Code or the divorce laws of any
other jurisdiction.
9. ADVICE OF COUNSEL: The provisions of this Agreement and its legal effect
have been fully explained to the parties by their respective counsel; Maria P. Cognetti,
Esquire, for WIFE and Debra Denison Cantor, Esquire, for HUSBAND. HUSBAND and
WIFE acknowledge that this Agreement is not the result of any duress or undue influence and
that it is not the result of any collusion or improper or illegal agreement or agreements. The
parties further acknowledge that they have each made to the other a full accounting of their
respective assets, 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 or she shall
not, at any future time, raise as 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.
6
10. WARRANTY AS TO EXISTING OBLIGATIONS: Each party represents that
they have not heretofore incurred or contracted for any debt or liability or obligation for which the
estate of the other party may be responsible or liable except as may be provided for in this
Agreement. Each party agrees to indemnify and hold the other party harmless for and against any
and all such debts, liabilities or obligations of every kind which may have heretofore been
incurred by them, including those for necessities, except for the obligations arising out of this
Agreement.
11. WARRANTY AS TO FUTURE OBLIGATIONS: HUSBAND and WIFE
covenant, warrant, represent and agree that with the exception of obligations set forth in this
Agreement, neither of them shall hereafter incur any liability whatsoever for which the estate of the
other may be liable. Each party shall indemnify and hold harmless the other party for and
against any and all debts, charges and liabilities incurred by the other after the execution date of
this Agreement, except as may be otherwise specifically provided for by the terms of this
Agreement.
12. DEBT OF THE PARTIES: HUSBAND hereby indemnifies WIFE against, and
agrees to assume sole liability and responsibility for, all debts, obligations or liabilities of any
nature whatsoever heretofore or hereafter incurred by HUSBAND for the benefit of himself,
except as provided herein.
HUSBAND shall not and will not hereafter incur or cause to be incurred for the benefit of
himself, except as provided for herein, any debts, obligations or liabilities of any nature
7
whatsoever, whether for necessaries or otherwise, upon the credit of WIFE.
WIFE hereby indemnifies HUSBAND against, and agrees to assume sole liability and
responsibility for, all debts, obligations or liabilities of any nature whatsoever heretofore or
hereafter incurred by WIFE for the benefit or herself, except as provided for herein.
WIFE shall not and will not hereafter incur or cause to be incurred for the benefit of
herself, except as provided for herein, any debts, obligations or liabilities of any nature
whatsoever, whether for necessaries or otherwise, upon the credit of HUSBAND.
13. PERSONAL PROPERTY: The parties have divided between them, to
their mutual satisfaction, the personal effects, household furniture and furnishings, and all
other articles of personal property which have heretofore been used by them in common,
and neither party will make any claim to any such items which are now in the
possession or under the control of the other. Should it become necessary, the parties
each agree to sign any titles or documents necessary to give effect to this paragraph upon
request.
By these presents, each of the parties hereby specifically waives, releases, renounces
and forever abandons whatever claims he or she may have with respect to any personal
property which is in the possession of the other, and which shall become the sole and
separate property of the other from the date of execution hereof.
14. DIVISION OF REAL PROPERTY: WIFE is currently the owner of real
property situated at 20 Wineberry Drive, Mechanicsburg, Cumberland County, Pennsylvania. Said
property was previously transferred from HUSBAND and WIFE as tenants by the entireties, to
8
WIFE, by way of a quitclaim deed, as per the terms of the parties' Stipulation for Exclusive
Possession which was entered as an Order of Court on October 17, 2005. A true and correct
copy of said Stipulation is attached hereto, made a part hereof and marked Exhibit "A." At the
time of said transfer WIFE refinanced the mortgage on the property removing HUSBAND'S
name therefrom and paid to HUSBAND the sum of SIXTY FIVE THOUSAND and 00/100
($65,000.00) Dollars. In exchange for the mutual promises contained herein, HUSBAND waives
any further claim, right, interest or title whatsoever in said property and agrees never to assert
any claim to said property in the future.
15. BANK ACCOUNTS: HUSBAND and WIFE acknowledge that they each possess
certain bank accounts and the like in their respective names. They hereby agree that each shall
become sole owner of their respective accounts and they each hereby waive any interest in, or
claim to, any funds held by the other in such accounts.
16. STOCKS: WIFE is currently the owner of 290 shares of IBM stock. In
consideration of the mutual promises contained herein, WIFE agrees to transfer all 290 shares of
said stock to HUSBAND. Said transfer shall be effectuated as soon as possible after the signing of
this Agreement. IF HUSBAND should choose to sell said stock then he shall be solely
responsible for any and all tax liability resulting from said sale.
17. STOCK OPTIONS: WIFE is currently the owner of 2,950 IBM stock options,
950 of which were "under water" as of the date of the signing of this Agreement. WIFE agrees
that all said stock options shall be retained by her and used only for the benefit of the children
including, but not limited to, college and educational expenses. WIFE shall provide HUSBAND
9
6107-1 ills ?
with yearly statements to prove that the have not been exercised
without his knowledge. WIFE shall give HUSBAND notice prior to her exercising said options
and shall inform HUSBAND of how she intends to utilize the proceeds from said exercise.
HUSBAND shall not oppose any use of the proceeds for the reasonable benefit of the
children. Any unexercised options that remain after the children have completed their college
education shall be divided equally by the parties or shall be designated for their children.
18. CHILDREN'S SAVINGS ACCOUNTS AND SAVINGS BONDS: HUSBAND
and WIFE acknowledge that WIFE is the custodian of the following accounts being held for the
parties' children: Fidelity Investments UTMA PA Account #2BB-323888 for Brianna; Fidelity
Investments UTMA PA Account #2BB-323896 for Amy; College Savings Iowa 529 Account
#420030237-02 for Brianna; College Savings Iowa 529 Account #420030237-01 for Amy;
Members 1st Savings Account #236980 for Brianna; and Members 1st Savings Account #236982,
for Amy. In addition WIFE is in possession of various US Savings Bonds in the children's names.
The parties agree that these accounts and bonds shall continue to be controlled by WIFE to be
utilized for the children's education. WIFE shall give HUSBAND notice prior to her exercising
said savings accounts and bonds and shall inform HUSBAND of how she intends to utilize the
proceeds from said exercise. HUSBAND shall not oppose any use of the proceeds for the
reasonable benefit of the children. Any unexercised savings accounts and bonds that remain
after the children have completed their college education shall be divided equally by the parties or
shall be designated for their children.
10
19. DISTRIBUTION OF INDIVIDUAL RETIREMENT ACCOUNTS:
HUSBAND hereby acknowledges and agrees that WIFE shall retain, as her separate
property, free and clear from any claim, right, title or interest on the part of HUSBAND, her
Morgan Stanley Roth IRA #410-015897 and her Columbia Management SEP IRA #126-
100013050. HUSBAND hereby acknowledges that he has no further claim, right, title or interest
whatsoever in the Individual Retirement Accounts of WIFE, and further agrees never to assert
any claim to the assets in the future.
WIFE hereby acknowledges and agrees that HUSBAND shall retain, as his separate
property, free and clear from any claim, right, title or interest on the part of WIFE, his Morgan
Stanley IRA #410-015902 and his Morgan Stanley IRA #410-015900. WIFE hereby
acknowledges that she has no further claim, right, title or interest whatsoever in the Individual
Retirement Accounts of HUSBAND, and further agrees never to assert any claim to the
assets in the future.
20. JOINT VANGUARD STOCK MARKET INDEX FUND: The parties are
currently the joint owners of a Vanguard Stock Market Index Fund # 09958551220, which had a
value of $17,318.00 on September 30, 2006. The parties agree that said Index Fund shall
be divided between them with WIFE receiving $6,000.00 and the remainder of said account
becoming the sole and exclusive property of HUSBAND. The parties agree to execute the
Vanguard Change of Ownership of Nonretirement Shares form, simultaneously with this
Agreement, to effectuate the transfer of said funds. WIFE agrees to waive any interest she
may have in the remainder of the Index Fund and further agrees that she will not assert any such
claim in the future.
11
21. JOINT AMERITRADE ACCOUNT: The parties are currently the joint
owners of an Ameritrade Account #173-833393. The parties agree that said Account shall
become the sole and exclusive property of HUSBAND. WIFE agrees to execute any documents
necessary to effectuate the transfer of said Account into HUSBAND's name alone. WIFE agrees
to waive any interest she may have in said Account and further agrees that she will not assert
any such claim in the future.
22. IBM PERSONAL PENSION PLAN: WIFE is currently a participant in the
IBM Personal Pension Plan. HUSBAND agrees that any monies which WIFE has acquired through
her interests in said IBM Pension Plan shall remain her sole and exclusive property.
HUSBAND agrees to waive any interest he may have in such property and further agrees that he
will not assert any such claim in the future.
23. IBM 401(k) PLAN: WIFE is currently the owner of a 401(k) plan with IBM.
WIFE agrees to transfer a total of ONE HUNDRED SEVENTY-FOUR THOUSAND SIX
HUNDRED FIFTY-SEVEN and 00/100 ($174,657.00) Dollars to HUSBAND from her IBM
401(k). The parties agree that the transfer to HUSBAND shall be effectuated pursuant to a
Qualified Domestic Relations Order (as that term is defined by the Internal Revenue Code and
ERISA, hereinafter "QDRO"). The parties agree to employ Harry M. Leister, Jr. of Conrad Siegel
Actuaries to prepare said QDRO and to share equally in the cost of such preparation. The form
of the order shall be set forth in a stipulation which shall be signed by both parties, subject to
the prior approval of their respective counsel and the plan administrator, and entered as an Order
of Court. The parties shall cooperate in the transfer of the funds by executing any and all
documents necessary to effectuate same. WIFE shall not remove or transfer any funds from said
12
plan until the transfer to HUSBAND has been completed. HUSBAND agrees to waive any
interest he may have in the remainder of the funds from said 401(k) plans. HUSBAND hereby
acknowledges that he has no further claim, right, title or interest whatsoever in the 401(k) plans of
WIFE, and further agrees never to assert any claim to the assets in the future.
24. MOTOR VEHICLES: With respect to the motor vehicles owned by one or
both of the parties, they agree as follows:
(a) The 1997 Jeep Grand Cherokee Laredo shall be and remain the sole and exclusive
property of HUSBAND.
(b) The 2002 Dodge Caravan shall be and remain the sole and exclusive property of
WIFE.
The titles to the said motor vehicles shall be executed by the parties, if appropriate for
affecting transfer as herein provided, on the date of execution of this Agreement, and said executed
title shall be delivered to the proper party on the distribution date. Each party agrees to be solely
responsible for the amounts presently due and owing against his or her respective automobile.
25. AFTER-ACQUIRED PROPERTY: Each of the parties shall hereafter own
and enjoy, independently of any claim or right of the other, all items of property, be they real,
personal or mixed, tangible or intangible, which are hereafter acquired by him or her, with full
power in him or her to dispose of the same as fully and effectively, in all respects and for all
purposes, as though he or she were unmarried.
13
26. ALIMONY, ALIMONY PENDENTE LITE, SPOUSAL SUPPORT
AND CHILD SUPPORT: There is currently an Order for child and spousal support in effect
through the Domestic Relations Section of Cumberland County, docketed to 00941 S 2005.
It is the parties' intention that the current Order of Court remain open with regard to the payment
of child support and that the current spousal support be terminated effective February 1, 2007.
Further, the parties intend that said spousal support be converted to alimony, and that payments
continue to be made through the Pennsylvania State Collections and Disbursement Unit
(PASCDU) in the amount of ONE THOUSAND ONE HUNDRED FORTY-THREE and
17/100 ($1,143.17) DOLLARS. Said alimony shall continue from February 1, 2007 for a
period of two (2) years thereafter. This payment is intended to be included in HUSBAND's
income and deducted from WIFE's gross income pursuant to federal tax laws. HUSBAND
agrees that all of the said payments shall be included as income of HUSBAND in his
applicable tax return and he shall pay such taxes as may be required by reason of such
inclusion. The parties further agree that they specifically intend this amount to be non-
modifiable by either party. Said alimony shall terminate prior to the expiration of said two
year period only upon the death of either party, upon WIFE's disability, or upon HUSBAND's
remarriage or cohabitation with an unrelated member of the same or opposite sex. The parties
further acknowledge that in consideration of the transfers made herein each completely waives
and relinquishes any and all further claims and/or demands they may now have or hereafter have
against the other for alimony, alimony pendente lite, spousal support and counsel fees, except as
specifically provided for herein.
14
27. LIFE INSURANCE: HUSBAND and WIFE acknowledge that
HUSBAND possesses a whole life insurance policy with Kansas City Life #2523733 and WIFE
possesses a whole life insurance policy with Group Universal Life #A28064. The parties
hereby agree that each shall become sole owner of their respective policies and they each
hereby waive any interest in, or claim to, the value of the other's policy.
28. HEALTH INSURANCE - CHILDREN: WIFE shall be responsible for and shall
maintain health insurance benefits for the parties' children so long as she is obligated to
contribute to the children's support pursuant to the provisions of this Agreement or any Court
Order. The parties agree that any non-covered, extraordinary medical and/or dental expenses for
the children shall be continue to be divided as set forth in the parties' current Order of
Support, or any subsequently entered Order. Should WIFE be without health insurance
benefits through her employer available at a reasonable cost, and should HUSBAND have
benefits through his employer, at a reasonable cost, both parties agree, in the best interests of the
children, that they be placed under HUSBAND'S policy. Should both parties be without health
insurance, the parties agree that the cost of insurance for the children shall be divided between
them in proportion to their respective incomes at the time.
29. COUNSEL FEES: Neither party shall have any liability to the other for
reimbursement of attorney's fees incurred by the other party in connection with the negotiation
and preparation of this Agreement or in connection with any legal or equitable proceedings
between the parties which have preceded the execution of this Agreement.
15
30. INCOME TAX PRIOR RETURNS: The parties have heretofore filed joint
Federal and State tax returns. Both parties agree that in the event any deficiency in Federal or
State income tax is proposed, or any assessment of any such tax is made against either of them,
each will indemnify and hold harmless the other from and against any loss or liability for any such
tax deficiency or assessment and any interest, penalty and expense incurred in connection
therewith. Such tax, interest, penalty or expense shall be paid solely and entirely by the individual
who is finally determined to be the cause of the misrepresentations or failures to disclose the
nature and extent of his or her separate income on the aforesaid joint returns.
31. APPLICABILITY OF TAX LAW TO PROPERTY TRANSFERS:
The parties hereby agree and express their intent that any transfer of property pursuant to this
Agreement shall be within the scope and applicability of the Deficit Reduction Act of 1984
(hereinafter the "Act"), specifically, the provisions of said Act pertaining to the transfers of
property between spouses and former spouses. The parties agree to sign and cause to be filed any
elections or other documents required by the Internal Revenue Service to render the Act
applicable to the transfers set forth in this Agreement without recognition of gain on such transfer
and subject to the carry-over basis provisions of the said Act.
32. EFFECT OF DIVORCE DECREE: The parties agree that, except as otherwise
specifically provided herein, 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.
16
33. BREACH: If either party breaches any provision 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.
34. WAIVER OF CLAIMS: Except as herein otherwise provided,
each party may dispose of his or her property in any way, and each party hereby waives and
relinquishes any and all rights he or she shall now have or hereafter acquire, under the present and
future laws of any jurisdiction, to share in the property or the estate of the other as a result of the
marital relationship, including without limitation, dower, curtesy, statutory allowance, widow's
allowance, widower's allowance, right to take in intestacy, right to take against the Will of the
other, and the right to act as administrator or executor of the other's estate. Each party will, at
the request of the other, execute, acknowledge and deliver any and all instruments which may
be necessary or advisable to carry into effect this mutual waiver and relinquishment of all such
interests, rights and claims.
35. ENTIRE AGREEMENT: This Agreement contains the entire understanding of
the parties and there are no representations, warranties, covenants or undertakings other than those
expressly set forth herein.
36. FINANCIAL DISCLOSURE: The parties confirm that they have relied on the
completeness and substantial accuracy of the financial disclosure of the other as an inducement to
17
the execution of this Agreement. The parties acknowledge that there has been no formal discovery
conducted in their pending divorce action and that neither party has filed an Inventory and
Appraisement as required by Section 3505(b) of the Pennsylvania Divorce Code.
Notwithstanding the foregoing, the rights of either party to pursue a claim for equitable distribution,
pursuant to the Pennsylvania Divorce Code, of any interest owned by the other party in an asset
of any nature at any time prior to the date of execution of this Agreement that was not disclosed
to the other party or his or her counsel prior to the date of the within Agreement is expressly
reserved. In the event that either party, at any time hereafter, discovers such an undisclosed
asset, that party shall have the right to petition the Court of Common Pleas of Cumberland
County to make equitable distribution of said asset.
The non-disclosing party shall be responsible for payment of counsel fees, costs or
expenses incurred by the other party in seeking equitable distribution of said asset.
Notwithstanding the foregoing, the Agreement shall in all other respects remain in full
force and effect.
37. AGREEMENT BINDING ON HEIRS: This Agreement shall be binding
and shall inure to the benefit of the parties hereto and their respective heirs, executors,
administrators, successors and assigns.
38. ADDITIONAL INSTRUMENTS: Each of the parties shall, from
time to time, at the request of the other, execute, acknowledge and deliver to the other any and
all further instruments that may be reasonably required to give full force and effect to the provisions
of this Agreement.
18
39. VOID CLAUSES: If any term, condition, clause or provision of this
Agreement shall be determined or declared to be void or invalid in law or otherwise, then only
that term, condition, clause or provision shalt be stricken from this Agreement and in all other
respects this Agreement shall be valid and continue in full force, effect and operation.
40. INDEPENDENT SEPARATE COVENANTS: It is specifically
understood and agreed by and between the parties hereto that each paragraph hereof shall be
deemed to be a separate and independent Agreement.
41. MODIFICATION AND WAIVER: A modification or waiver of any of the
provisions of this Agreement shall be effective only if made in writing and executed with the same
formality as this Agreement. The failure of either party to insist upon strict performance of any of
the provisions of this Agreement shall not be construed as a waiver of any subsequent defaults of
the same or similar nature.
42. DESCRIPTIVE HEADINGS: The descriptive headings used herein are for
convenience only. They shall have no affect whatsoever in determining the rights or obligations
of the parties.
43. APPLICABLE LAW: This Agreement shall be construed under the laws of the
Commonwealth of Pennsylvania and more specifically under the Divorce Code of 1980 and any
amendments thereto.
19
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the date and
year first above written.
r;
WITNESS
WITN
EAL)
Elizabe A. Wa e
(SEAL)
Aomas alker, Jr.
20
COMMONWEALTH OF PENNSYLVANIA)
) SS:
COUNTY OF .bA1; ?WX?-l }
On this, the,2Al"I day of 49A , 2007, before me, a Notary Public, the
undersigned officer, personally appeared Elizabeth A. Walker, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the foregoing Property Settlement
Agreement and acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
?61? C? 2'-?
y Public
NOTARIAL SEAL
DEBRA A. FIKE, NOTARY PUBLIC
CITY OF HARRISBURG, DAUPHIN CO.
MY COMMISSION EXPIRES OCT. 24, 2009
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF
On this, the2 ci day of 2007, before me, a Notary Public, the
undersigned officer, personally appeared Thomas J. Walker, Jr., known to me (or satisfactorily
proven) to be the person whose name is subscribed to the foregoing Property Settlement
Agreement and acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Michelle C. Armour, Notary Public
Cof Harrleburu, Dauphin Cou_nty_
commission _xpires Oct. 2, 2008
21
ELIZABETH A. WALKER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
V. : NO. 04-2213
THOMAS J. WALKER, JR., CIVIL ACTION-LAW
Defendant IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on May
17, 2004.
2. The marriage of the plaintiff and defendant is irretrievably broken. Ninety days have
elapsed since the date of service of the Complaint.
3. I consent to the entry of a final decree of divorce after service of notice of intention to
request entry of the decree.
I verify that the statements made in this affidavit are true and correct. I understand that
false statements herein are made subject to the penalties of IS Pa. C.S. Section 4904 relating to
unsworn falsification to authorities.
Thomas J. W er, Jr.
Date: April (O , 2007
? Q
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-` ; - --o ti M.
Z
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 04-2213
CIVIL ACTION-LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF
A DIVORCE DECREE UNDER Section 3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree in divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property,
lawyer's fees or expenses if I do not claim them before a divorce is granted.
3. I understand that I will not be divorced until a divorce decree is entered by the
Court and that a copy of the decree will be sent to me immediately after it is filed with the
Prothonotary.
I verify that the statements made in this affidavit are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn
falsification to authorities.
Thomas J. alker, Jr.
Date: April 10 , 2007
o
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PROPERTY SETTLEMENT AGREEMENT
THIS AGREEMENT, made this??9*- day of , 2007, by and
between ELIZABETH A. WALKER, of 20 Wineberry Drive, Mechanicsburg, Cumberland
County, Pennsylvania (hereinafter referred to as "WIFE") and THOMAS J. WALKER, JR., of
469 Nursery Drive North, Mechanicsburg, Cumberland County, Pennsylvania (hereinafter referred
to as "HUSBAND"):
WITNESSETH:
WHEREAS, the parties were married on December 14, 1991, in Raleigh, North Carolina;
and
WHEREAS, two (2) children have been born of this marriage, namely, Brianna Walker,
born September 9, 1993; and Amy Walker, born March 24, 1995; and
WHEREAS, diverse, unhappy differences, disputes and difficulties have arisen between
the parties and it is the intention of WIFE and HUSBAND to live separate and apart, and the
parties hereto are desirous of settling fully and finally their respective financial and property rights
and obligations as between each other, including, without limitation by specification: the
settling of all matters between them relating to the ownership and equitable distribution of
real and personal property; settling of all matters between them relating to the past, present and
future support, alimony and/or maintenance of WIFE by HUSBAND or of HUSBAND by WIFE;
and in general, the settling of any and all claims and possible claims by one against the other or
against their respective estates.
th?
NOW, THEREFORE, in consideration of the premises and of the mutual promises,
covenants and undertakings hereinafter set forth and for other good and valuable consideration,
receipt of which is hereby acknowledged by each of the parties hereto, HUSBAND and WIFE,
each intending to be legally bound hereby covenant and agree as follows:
1. SEPARATION: HUSBAND and WIFE shall at all times hereafter have the
right to live separate and apart from each other and to reside from time to time at such place or
places as they shall respectively deem fit, free from any control, restraint or interference
whatsoever by the other. Neither party shall molest the other or endeavor to compel the other to
cohabit or dwell with him or her by any legal or other proceedings. The foregoing provisions
shall not be taken to be an admission on the part of either HUSBAND or WIFE of the lawfulness or
unlawfulness of the causes leading to their living apart.
2. INTERFERENCE: Each party shall be free from interference, authority, and
contact by the other, as fully as if he or she were single and unmarried, except as may be
necessary to carry out the provisions of this Agreement. Neither party shall molest the other or
attempt to endeavor to molest the other, nor compel the other to cohabit with the other, nor in any
way harass or malign the other, nor in any way interfere with the peaceful existence, separate and
apart from the other, and each of the parties hereto completely understands and agrees that neither
shall do or say anything to the children of the parties at anytime which might in any way influence
the children
2
adversely against the other party, it being the intention of both parties to minimize the effect of any
such separation upon the children.
3. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS:
This Agreement shall not be considered to affect or bar the right of HUSBAND or WIFE to a
divorce on lawful grounds as such grounds now exist or shall hereafter exist or to such defense as
may be available to either party. This Agreement is not intended to condone and shall not be
deemed to be a condonation on the part of either party hereto of any act or acts on the part of the
other party which have occasioned the disputes or unhappy differences which have occurred prior
to or which may occur subsequent to the date hereof.
4. SUBSEQUENT DIVORCE: The parties hereby acknowledge that WIFE has
filed a Complaint in Divorce in Cumberland County to Docket No. 04-2213, claiming that the
marriage is irretrievably broken under Section 3301(c) of the Pennsylvania Divorce Code.
Both parties hereby express their agreement that the marriage is irretrievably broken and express
their intent to execute any and all Affidavits and Waivers or other documents necessary for the
parties to obtain an absolute divorce pursuant to Section 3301(c) of the Divorce Code at the same
time as they execute this Agreement. The parties hereby waive all rights to request court ordered
counseling under the Divorce Code. It is further specifically understood and agreed by the parties
that the provisions of this Agreement as to equitable distribution of property of the parties are
accepted by each party as a final settlement for all purposes whatsoever, as contemplated by the
Pennsylvania Divorce Code.
Should a decree, judgment or order of divorce be obtained by either of the parties in this or
any other state, country or jurisdiction, each of the parties hereby consents and agrees that this
Agreement and all of its covenants shall not be affected in any way by such separation or divorce;
and that nothing in 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 the specific intent of the parties to permit this Agreement to survive any
judgment and to be forever binding and conclusive upon the parties.
5. INCORPORATION IN DIVORCE DECREE: It is further agreed, covenanted
and stipulated that this Agreement, or the essential parts hereof, shall be incorporated in any
decree hereinafter entered by any court of competent jurisdiction in any divorce proceedings that
have been or may be instituted by the parties for the purpose of enforcing the contractual
obligations of the parties. This Agreement shall not be merged in any such decree but shall in all
respects survive the same and be forever binding and conclusive upon the parties.
6. EFFECTIVE DATE: The effective date of this Agreement shall be the "date of
execution" or "execution date," defined as the date upon which it is executed by the parties if
they have each executed this Agreement at the same date. Otherwise, the "date of execution" or
"execution date" of this Agreement shall be defined as the date of execution by the party last
executing this Agreement.
4
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7. 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 unless otherwise specified herein. However, the support
and/or alimony payments, if any, provided for in this Agreement shall take effect as set forth in this
Agreement.
MUTUAL RELEASE: HUSBAND and WIFE each do hereby mutually
remise, release, quit-claim 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
interest, or claims in or against the property (including income and gain from property hereafter
accruing) of the other or against the estate of such other, of whatever nature and wheresoever
situated, which he or she now has or at any time hereafter may have against the other, the estate of
such other or any part thereof, whether arising out of any former acts, contracts, engagements or
liabilities of such other or by way of dower or 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 a testamentary gift, 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 any time hereafter shall have for past, present or future support or
maintenance, alimony, alimony pendente lite, counsel fees, division of property, costs or
expenses, whether arising as a result of the marital relationship or otherwise, except, all rights
5
i
and agreements and obligations of whatsoever nature arising or which may arise under this
Agreement or for the breach of any provisions thereof. It is the intention of HUSBAND and
WIFE to give each other, by the execution of this Agreement, a full, complete and general
release with respect to any and all property of any kind or nature, real, personal or mixed, which
the other now owns or may hereafter acquire, except and only except all rights and agreements
and obligations of whatsoever nature arising or which may arise under this Agreement or for the
breach of any provision thereof. It is further agreed that this Agreement shall be and constitute
a full and final resolution of any and all claims which each of the parties may have against the
other for equitable division of property, alimony, counsel fees and expenses, alimony pendente
lite or any other claims pursuant to the Pennsylvania Divorce Code or the divorce laws of any
other jurisdiction.
9. ADVICE OF COUNSEL: The provisions of this Agreement and its legal effect
have been fully explained to the parties by their respective counsel; Maria P. Cognetti,
Esquire, for WIFE and Debra Denison Cantor, Esquire, for HUSBAND. HUSBAND and
WIFE acknowledge that this Agreement is not the result of any duress or undue influence and
that it is not the result of any collusion or improper or illegal agreement or agreements. The
parties further acknowledge that they have each made to the other a full accounting of their
respective assets, 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 or she shall
not, at any future time, raise as 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.
6
10. WARRANTY AS TO EXISTING OBLIGATIONS: Each party represents that
they have not heretofore incurred or contracted for any debt or liability or obligation for which the
estate of the other party may be responsible or liable except as may be provided for in this
Agreement. Each party agrees to indemnify and hold the other party harmless for and against any
and all such debts, liabilities or obligations of every kind which may have heretofore been
incurred by them, including those for necessities, except for the obligations arising out of this
Agreement.
11. WARRANTY AS TO FUTURE OBLIGATIONS: HUSBAND and WIFE
covenant, warrant, represent and agree that with the exception of obligations set forth in this
Agreement, neither of them shall hereafter incur any liability whatsoever for which the estate of the
other may be liable. Each party shall indemnify and hold harmless the other party for and
against any and all debts, charges and liabilities incurred by the other after the execution date of
this Agreement, except as may be otherwise specifically provided for by the terms of this
Agreement.
12. DEBT OF THE PARTIES: HUSBAND hereby indemnifies WIFE against, and
agrees to assume sole liability and responsibility for, all debts, obligations or liabilities of any
nature whatsoever heretofore or hereafter incurred by HUSBAND for the benefit of himself,
except as provided herein.
HUSBAND shall not and will not hereafter incur or cause to be incurred for the benefit of
himself, except as provided for herein, any debts, obligations or liabilities of any nature
7
whatsoever, whether for necessaries or otherwise, upon the credit of WIFE.
WIFE hereby indemnifies HUSBAND against, and agrees to assume sole liability and
responsibility for, all debts, obligations or liabilities of any nature whatsoever heretofore or
hereafter incurred by WIFE for the benefit or herself, except as provided for herein.
WIFE shall not and will not hereafter incur or cause to be incurred for the benefit of
herself, except as provided for herein, any debts, obligations or liabilities of any nature
whatsoever, whether for necessaries or otherwise, upon the credit of HUSBAND.
13. PERSONAL PROPERTY: The parties have divided between them, to
their mutual satisfaction, the personal effects, household furniture and furnishings, and all
other articles of personal property which have heretofore been used by them in common,
and neither party will make any claim to any such items which are now in the
possession or under the control of the other. Should it become necessary, the parties
each agree to sign any titles or documents necessary to give effect to this paragraph upon
request.
By these presents, each of the parties hereby specifically waives, releases, renounces
and forever abandons whatever claims he or she may have with respect to any personal
property which is in the possession of the other, and which shall become the sole and
separate property of the other from the date of execution hereof.
14. DIVISION OF REAL PROPERTY: WIFE is currently the owner of real
property situated at 20 Wineberry Drive, Mechanicsburg, Cumberland County, Pennsylvania. Said
property was previously transferred from HUSBAND and WIFE as tenants by the entireties, to
WIFE, by way of a quitclaim deed, as per the terms of the parties' Stipulation for Exclusive
Possession which was entered as an Order of Court on October 17, 2005. A true and correct
copy of said Stipulation is attached hereto, made a part hereof and marked Exhibit "A." At the
time of said transfer WIFE refinanced the mortgage on the property removing HUSBAND'S
name therefrom and paid to HUSBAND the sum of SIXTY FIVE THOUSAND and 001100
($65,000.00) Dollars. In exchange for the mutual promises contained herein, HUSBAND waives
any further claim, right, interest or title whatsoever in said property and agrees never to assert
any claim to said property in the future.
15. BANK ACCOUNTS: HUSBAND and WIFE acknowledge that they each possess
certain bank accounts and the like in their respective names. They hereby agree that each shall
become sole owner of their respective accounts and they each hereby waive any interest in, or
claim to, any funds held by the other in such accounts.
16. STOCKS: WIFE is currently the owner of 290 shares of IBM stock. In
consideration of the mutual promises contained herein, WIFE agrees to transfer all 290 shares of
said stock to HUSBAND. Said transfer shall be effectuated as soon as possible after the signing of
this Agreement. IF HUSBAND should choose to sell said stock then he shall be solely
responsible for any and all tax liability resulting from said sale.
17. STOCK OPTIONS: WIFE is currently the owner of 2,950 IBM stock options,
950 of which were "under water" as of the date of the signing of this Agreement. WIFE agrees
that all said stock options shall be retained by her and used only for the benefit of the children
including, but not limited to, college and educational expenses. WIFE shall provide HUSBAND
9
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with yearly statements to prove that the have not been exercised
without his knowledge. WIFE shall give HUSBAND notice prior to her exercising said options
and shall inform HUSBAND of how she intends to utilize the proceeds from said exercise.
HUSBAND shall not oppose any use of the proceeds for the reasonable benefit of the
children. Any unexercised options that remain after the children have completed their college
education shall be divided equally by the parties or shall be designated for their children.
18. CHILDREN'S SAVINGS ACCOUNTS AND SAVINGS BONDS: HUSBAND
and WIFE acknowledge that WIFE is the custodian of the following accounts being held for the
parties' children: Fidelity Investments UTMA PA Account #2BB-323888 for Brianna; Fidelity
Investments UTMA PA Account #2BB-323896 for Amy; College Savings Iowa 529 Account
#420030237-02 for Brianna; College Savings Iowa 529 Account #420030237-01 for Amy;
Members 1 st Savings Account #236980 for Brianna; and Members 1 st Savings Account #236982,
for Amy. In addition WIFE is in possession of various US Savings Bonds in the children's names.
The parties agree that these accounts and bonds shall continue to be controlled by WIFE to be
utilized for the children's education. WIFE shall give HUSBAND notice prior to her exercising
said savings accounts and bonds and shall inform HUSBAND of how she intends to utilize the
proceeds from said exercise. HUSBAND shall not oppose any use of the proceeds for the
reasonable benefit of the children. Any unexercised savings accounts and bonds that remain
after the children have completed their college education shall be divided equally by the parties or
shall be designated for their children.
10
19. DISTRIBUTION OF INDIVIDUAL RETIREMENT ACCOUNTS:
HUSBAND hereby acknowledges and agrees that WIFE shall retain, as her separate
property, free and clear from any claim, right, title or interest on the part of HUSBAND, her
Morgan Stanley Roth IRA #410-015897 and her Columbia Management SEP IRA #126-
100013050. HUSBAND hereby acknowledges that he has no further claim, right, title or interest
whatsoever in the Individual Retirement Accounts of WIFE, and further agrees never to assert
any claim to the assets in the future.
WIFE hereby acknowledges and agrees that HUSBAND shall retain, as his separate
property, free and clear from any claim, right, title or interest on the part of WIFE, his Morgan
Stanley IRA #410-015902 and his Morgan Stanley IRA #410-015900. WIFE hereby
acknowledges that she has no further claim, right, title or interest whatsoever in the Individual
Retirement Accounts of HUSBAND, and further agrees never to assert any claim to the
assets in the future.
20. JOINT VANGUARD STOCK MARKET INDEX FUND: The parties are
currently the joint owners of a Vanguard Stock Market Index Fund # 09958551220, which had a
value of $17,318.00 on September 30, 2006. The parties agree that said Index Fund shall
be divided between them with WIFE receiving $6,000.00 and the remainder of said account
becoming the sole and exclusive property of HUSBAND. The parties agree to execute the
Vanguard Change of Ownership of Nonretirement Shares form, simultaneously with this
Agreement, to effectuate the transfer of said funds. WIFE agrees to waive any interest she
may have in the remainder of the Index Fund and further agrees that she will not assert any such
claim in the future.
11
21. JOINT AMERITRADE ACCOUNT: The parties are currently the joint
owners of an Ameritrade Account #173-833393. The parties agree that said Account shall
become the sole and exclusive property of HUSBAND. WIFE agrees to execute any documents
necessary to effectuate the transfer of said Account into HUSBAND's name alone. WIFE agrees
to waive any interest she may have in said Account and further agrees that she will not assert
any such claim in the future.
22. IBM PERSONAL PENSION PLAN: WIFE is currently a participant in the
IBM Personal Pension Plan. HUSBAND agrees that any monies which WIFE has acquired through
her interests in said IBM Pension Plan shall remain her sole and exclusive property.
HUSBAND agrees to waive any interest he may have in such property and further agrees that he
will not assert any such claim in the future.
23. IBM 401(k) PLAN: WIFE is currently the owner of a 401(k) plan with IBM.
WIFE agrees to transfer a total of ONE HUNDRED SEVENTY-FOUR THOUSAND SIX
HUNDRED FIFTY-SEVEN and 00/100 ($174,657.00) Dollars to HUSBAND from her IBM
401(k). The parties agree that the transfer to HUSBAND shall be effectuated pursuant to a
Qualified Domestic Relations Order (as that term is defined by the Internal Revenue Code and
ERISA, hereinafter "QDRO"). The parties agree to employ Harry M. Leister, Jr. of Conrad Siegel
Actuaries to prepare said QDRO and to share equally in the cost of such preparation. The form
of the order shall be set forth in a stipulation which shall be signed by both parties, subject to
the prior approval of their respective counsel and the plan administrator, and entered as an Order
of Court. The parties shall cooperate in the transfer of the funds by executing any and all
documents necessary to effectuate same. WIFE shall not remove or transfer any funds from said
12
plan until the transfer to HUSBAND has been completed. HUSBAND agrees to waive any
interest he may have in the remainder of the funds from said 401(k) plans. HUSBAND hereby
acknowledges that he has no further claim, right, title or interest whatsoever in the 401(k) plans of
WIFE, and further agrees never to assert any claim to the assets in the future.
24. MOTOR VEHICLES: With respect to the motor vehicles owned by one or
both of the parties, they agree as follows:
(a) The 1997 Jeep Grand Cherokee Laredo shall be and remain the sole and exclusive
property of HUSBAND.
(b) The 2002 Dodge Caravan shall be and remain the sole and exclusive property of
WIFE.
The titles to the said motor vehicles shall be executed by the parties, if appropriate for
affecting transfer as herein provided, on the date of execution of this Agreement, and said executed
title shall be delivered to the proper party on the distribution date. Each party agrees to be solely
responsible for the amounts presently due and owing against his or her respective automobile.
25. AFTER-ACQUIRED PROPERTY: Each of the parties shall hereafter own
and enjoy, independently of any claim or right of the other, all items of property, be they real,
personal or mixed, tangible or intangible, which are hereafter acquired by him or her, with full
power in him or her to dispose of the same as fully and effectively, in all respects and for all
purposes, as though he or she were unmarried.
13
26. ALIMONY, ALIMONY PENDENTE LITE, SPOUSAL SUPPORT
AND CHILD SUPPORT: There is currently an Order for child and spousal support in effect
through the Domestic Relations Section of Cumberland County, docketed to 00941 S 2005.
It is the parties' intention that the current Order of Court remain open with regard to the payment
of child support and that the current spousal support be terminated effective February 1, 2007.
Further, the parties intend that said spousal support be converted to alimony, and that payments
continue to be made through the Pennsylvania State Collections and Disbursement Unit
(PASCDU) in the amount of ONE THOUSAND ONE HUNDRED FORTY-THREE and
17/100 ($1,143.17) DOLLARS. Said alimony shall continue from February 1, 2007 for a
period of two (2) years thereafter. This payment is intended to be included in HUSBAND's
income and deducted from WIFE'S gross income pursuant to federal tax laws. HUSBAND
agrees that all of the said payments shall be included as income of HUSBAND in his
applicable tax return and he shall pay such taxes as may be required by reason of such
inclusion. The parties further agree that they specifically intend this amount to be non-
modifiable by either party. Said alimony shall terminate prior to the expiration of said two
year period only upon the death of either party, upon WIFE'S disability, or upon HUSBAND's
remarriage or cohabitation with an unrelated member of the same or opposite sex. The parties
further acknowledge that in consideration of the transfers made herein each completely waives
and relinquishes any and all further claims and/or demands they may now have or hereafter have
against the other for alimony, alimony pendente lite, spousal support and counsel fees, except as
specifically provided for herein.
14
27. LIFE INSURANCE: HUSBAND and WIFE acknowledge that
HUSBAND possesses a whole life insurance policy with Kansas City Life #2523733 and WIFE
possesses a whole life insurance policy with Group Universal Life #A28064. The parties
hereby agree that each shall become sole owner of their respective policies and they each
hereby waive any interest in, or claim to, the value of the other's policy.
28. HEALTH INSURANCE - CHILDREN: WIFE shall be responsible for and shall
maintain health insurance benefits for the parties' children so long as she is obligated to
contribute to the children's support pursuant to the provisions of this Agreement or any Court
Order. The parties agree that any non-covered, extraordinary medical and/or dental expenses for
the children shall be continue to be divided as set forth in the parties' current Order of
Support, or any subsequently entered Order. Should WIFE be without health insurance
benefits through her employer available at a reasonable cost, and should HUSBAND have
benefits through his employer, at a reasonable cost, both parties agree, in the best interests of the
children, that they be placed under HUSBAND'S policy. Should both parties be without health
insurance, the parties agree that the cost of insurance for the children shall be divided between
them in proportion to their respective incomes at the time.
29. COUNSEL FEES: Neither party shall have any liability to the other for
reimbursement of attorney's fees incurred by the other party in connection with the negotiation
and preparation of this Agreement or in connection with any legal or equitable proceedings
between the parties which have preceded the execution of this Agreement.
15
30. INCOME TAX PRIOR RETURNS: The parties have heretofore filed joint
Federal and State tax returns. Both parties agree that in the event any deficiency in Federal or
State income tax is proposed, or any assessment of any such tax is made against either of them,
each will indemnify and hold harmless the other from and against any loss or liability for any such
tax deficiency or assessment and any interest, penalty and expense incurred in connection
therewith. Such tax, interest, penalty or expense shall be paid solely and entirely by the individual
who is finally determined to be the cause of the misrepresentations or failures to disclose the
nature and extent of his or her separate income on the aforesaid joint returns.
31. APPLICABILITY OF TAX LAW TO PROPERTY TRANSFERS:
The parties hereby agree and express their intent that any transfer of property pursuant to this
Agreement shall be within the scope and applicability of the Deficit Reduction Act of 1984
(hereinafter the "Act"), specifically, the provisions of said Act pertaining to the transfers of
property between spouses and former spouses. The parties agree to sign and cause to be filed any
elections or other documents required by the Internal Revenue Service to render the Act
applicable to the transfers set forth in this Agreement without recognition of gain on such transfer
and subject to the carry-over basis provisions of the said Act.
32. EFFECT OF DIVORCE DECREE: The parties agree that, except as otherwise
specifically provided herein, 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.
16
33. BREACH: If either party breaches any provision 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.
34. WAIVER OF CLAIMS: Except as herein otherwise provided,
each party may dispose of his or her property in any way, and each party hereby waives and
relinquishes any and all rights he or she shall now have or hereafter acquire, under the present and
future laws of any jurisdiction, to share in the property or the estate of the other as a result of the
marital relationship, including without limitation, dower, curtesy, statutory allowance, widow's
allowance, widower's allowance, right to take in intestacy, right to take against the Will of the
other, and the right to act as administrator or executor of the other's estate. Each party will, at
the request of the other, execute, acknowledge and deliver any and all instruments which may
be necessary or advisable to carry into effect this mutual waiver and relinquishment of all such
interests, rights and claims.
35. ENTIRE AGREEMENT: This Agreement contains the entire understanding of
the parties and there are no representations, warranties, covenants or undertakings other than those
expressly set forth herein.
36. FINANCIAL DISCLOSURE: The parties confirm that they have relied on the
completeness and substantial accuracy of the financial disclosure of the other as an inducement to
17
the execution of this Agreement. The parties acknowledge that there has been no formal discovery
conducted in their pending divorce action and that neither party has filed an Inventory and
Appraisement as required by Section 3505(b) of the Pennsylvania Divorce Code.
Notwithstanding the foregoing, the rights of either party to pursue a claim for equitable distribution,
pursuant to the Pennsylvania Divorce Code, of any interest owned by the other party in an asset
of any nature at any time prior to the date of execution of this Agreement that was not disclosed
to the other party or his or her counsel prior to the date of the within Agreement is expressly
reserved. In the event that either party, at any time hereafter, discovers such an undisclosed
asset, that party shall have the right to petition the Court of Common Pleas of Cumberland
County to make equitable distribution of said asset.
The non-disclosing party shall be responsible for payment of counsel fees, costs or
expenses incurred by the other party in seeking equitable distribution of said asset.
Notwithstanding the foregoing, the Agreement shall in all other respects remain in full
force and effect.
37. AGREEMENT BINDING ON HEIRS: This Agreement shall be binding
and shall inure to the benefit of the parries hereto and their respective heirs, executors,
administrators, successors and assigns.
38. ADDITIONAL INSTRUMENTS: Each of the parties shall, from
time to time, at the request of the other, execute, acknowledge and deliver to the other any and
all further instruments that may be reasonably required to give full force and effect to the provisions
of this Agreement.
18
39. VOID CLAUSES: If any term, condition, clause or provision of this
Agreement shall.be determined or declared to be void or invalid in law or otherwise, then only
that term, condition, clause or provision shall be stricken from this Agreement and in all other
respects this Agreement shall be valid and continue in full force, effect and operation.
40. INDEPENDENT SEPARATE COVENANTS: It is specifically
understood and agreed by and between the parties hereto that each paragraph hereof shall be
deemed to be a separate and independent Agreement.
41. MODIFICATION AND WAIVER: A modification or waiver of any of the
provisions of this Agreement shall be effective only if made in writing and executed with the same
formality as this Agreement. The failure of either party to insist upon strict performance of any of
the provisions of this Agreement shall not be construed as a waiver of any subsequent defaults of
the same or similar nature.
42. DESCRIPTIVE HEADINGS: The descriptive headings used herein are for
convenience only. They shall have no affect whatsoever in determining the rights or obligations
of the parties.
43. APPLICABLE LAW: This Agreement shall be construed under the laws of the
Commonwealth of Pennsylvania and more specifically under the Divorce Code of 1980 and any
amendments thereto.
19
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the date and
year first above written.
Q
WITNESS
C
WITNESS
f&? EElizab h A. Walker
(SEAL)
Tomas J alker, Jr
20
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF
On this, the,,;? '`-/day of 2007, before me, a Notary Public, the
undersigned officer, personally appeared Elizabeth A. Walker, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the foregoing Property Settlement
Agreement and acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
No ary Public
NOTARIAL SEAL
DEBRA A. FIKE, NOTARY PUBIIC
CITY OF HARRISBURG, DAUPHIN CO.
MY COMMISSION EXPIRES OCT. 24, 2009
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF I )
On this, theZot?hday of , 2007, before me, a Notary Public, the
undersigned officer, personally appeared Thomas J. Walker, Jr., known to me (or satisfactorily
proven) to be the person whose name is subscribed to the foregoing Property Settlement
Agreement and acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
N tart' Public
L?:UI°vd-M--ONTAtkAi-H if PENNSYYLVANIA
1 Notarial Seal
f eicbelle C. Armour, Notary Public
City of Harrisburg, Dauphin County
f y Commission Epires Oct. 2, 2009
21
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McNEES WALLACE & NURICK LLC
BY: Debra Denison Cantor
Attorney I.D. No. 66378
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 237-5297
(717) 237-5300 facsimile
dcantor(cD-mwn.com
ELIZABETH A. WALKER,
Plaintiff
V.
THOMAS J. WALKER, JR.,
Defendant
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 04-2213
CIVIL ACTION-LAW
IN DIVORCE
PRAECIPE TO TRANSMIT RECORD
TO THE PROTHONOTARY:
Transmit the record, together with the following information, to the court for entry of a
divorce decree:
1. Grounds for divorce: irretrievable breakdown under §3301(c) of the Divorce
Code.
2. Date and manner of service of the Complaint: Certified Mail, return receipt
requested upon Defendant on May 24, 2004. An Affidavit of Service was filed on
May 27, 2004.
3. Date of execution of the Affidavit of Consent required by § 3301(c) of the Divorce
Code: by Plaintiff: April 2, 2007; by Defendant: April 10, 2007. Plaintiffs Affidavit
t
was filed on April 10, 2007. Defendant's Affidavit is being filed
contemporaneously with this Praecipe.
4. Related claims pending: N/A
5. Date Plaintiffs Waiver of Notice was filed with the Prothonotary: April 10, 2007.
Date Defendant's Waiver of Notice was filed with the Prothonotary:
contemporaneously with this Praecipe,
MCNEES WALLACE & NURICK LLC
B 51J?Aa b.CaevX+.r /-71--k-
Debra D. Cantor
I.D. No. 66378
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant,
Thomas J. Walker, Jr.
Date: April 30, 2007
"AV•'
CERTIFICATE OF SERVICE
The undersigned hereby certifies that on this date a true and correct copy of the
foregoing Praecipe to Transmit was served by first-class mail upon the following:
Maria P. Cognetti, Esquire
Maria P. Cognetti & Associates
210 Grandview Avenue
Camp Hill, PA 17011
Je nift?r L. Keen, aralegal
Dated: April 30, 2007
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
STATE OF PENNA.
ELIZABETH A. WALKER - `'
Plaintiff
. N O. 2004
2213
VERSUS
THOMAS J. WALKER, JR.
Defendant
DECREE IN
DIVORCE
AND NOW, 4%8 J. I
S --4vr7 , IT IS ORDERED AND
A ACV
DECREED THAT
AND
Elizabeth A. Walker
Thomas J. Walker, Jr.
ARE DIVORCED FROM THE BONDS OF MATRIMONY.
, PLAINTIFF,
,DEFENDANT,
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;
None
LO 8/1?
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.SEP 18av1/ r
Elizabeth A. Walker IN THE COURT OF COMMON PLEAS
PLAINTIFF OF CUMBERLAND COUNTY
PENNSYLVANIA
VS. CIVEL ACTION - LAW
IN DIVORCE
Thomas J. Walker. Jr.
DEFENDANT NO. 04-2213
QUALIFIED DOMESTIC RELATIONS ORDER
This Order creates and recognizes the Alternate Payee's rights to receive a portion of
the participant's benefits payable under the IBM Savings Plan, which is governed under
Section 401 of the Internal Revenue Code (the "Code). This Order is intended to constitute a
Qualified Domestic Relations Order ("QRDO") 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 and the IBM Savings Plan and
procedures.
This Order is entered pursuant to the authority granted under the applicable domestic
relations law of the state of Pennsylvania.
1. Plan - This Order applies to the IBM Savings Plan. Any successor to this Plan
shall also be subject to the terms of the Order.
2. Participant - The name, address, and Social Security Number, and date of
birth of the participant are as follows:
Elizabeth A. Walker
20 Wineberry Drive
Mechanicsburg, PA 17055
Social Security Number: 146-62-1365
Date of Birth: February 28, 1961
3. Alternate Payee -The person names as Alternate Payee meets the
requirements of the definition of Alternate Payee as set forth in Section 4 below. The
Alternate Payee's name, address, Social Security Number, date of birth, and relationship to
the participant are as follows:
Thomas J. Walker, Jr.
469 Nursery Drive North
Mechanicsburg, PA 17055
Social Security Number: 193-50-0313
Date of Birth: March 20, 1959
Relationship to Participant: Former Spouse
The Alternate Payee shall be responsible for notifying the plan
administrator in writing of any changes in his or her mailing address subsequent
to the entry of this Order.
QDRO
Page 2
4. Definitions:
Alternate Payee - The Alternate Payee is any spouse, former spouse, child, or
other dependent of a participant who is recognized by a domestic relations order as having
a right to receive all or a portion of the benefits payable under the Plan with respect to the
participant.
Liquidation Date - The liquidation date is the date a participant's account from a
defined contribution plan is split and the Alternate Payee's separate account is established
in accordance with the terms of this Order. An assignment as of this liquidation date
assigns a portion of the participant's current account.
Plan Administrator - IBM Corporation is the Plan Administrator for the IBM
Savings Plan. Hewitt Associates review the domestic relations orders for qualifications as
QRDO's on behalf of the Plan Administrator.
Valuation Date - The valuation date is the date on which the participant's vested
account balance is valued in order to determine the Alternate Payee's designated portion in
accordance with the terms of the Order. IBM Savings Plan accounts are valued on a daily
basis. If, however, the QDRO requires a historical division of the participant's account and
a daily valuation is not available for such date, the participant's account will be divided as
of the nearest valuation date to the date specified in the Order..
Vested Account Balance - The participant's vested account balance is the dollar
amount the participant has a no forfeitable right to receive from the Plan.
5. Benefit Payable to the Alternate Payee - The Order assigns to the Alternate
Payee an amount equal to $174,657 of the participant's vested account balance under the
Plan (identified in Section 1) as of the liquidation date. J 2
If the assigned amount as of the valuation date is greater than the full vested C•? a?e'
amount of the participant's account as of the ate (after any outstanding loan balances
and/or withdrawals have been deducted), the net vested account balance will be the
assigned amount. - - --- ..--+
6. Form of Payment - The Alternate Payee shall receive the portion of the Plan
benefits assigned to the Alternate payee in a single lump sum payment. Such amount shall
be adjusted for earnings and losses from the liquidation date to the date of distribution to
the Alternate Payee.
7. Commencement - The Alternate Payee shall be eligible to receive payment as
soon as administratively reasonable following the determination that this Order is a
Qualified Domestic Relations Order. In no event can the Alternate Payee commence his
benefit later than April 1 following the year in which the participant attains age 70 %.
f
8. Death Protection - The death of the participant or the death of the Alternate
Payee will not impact the amount assigned to the Alternate Payee under a domestic
relations order that has been previously qualified. The remaining balance, which is the
QDRO
Page 3
property of the participant, will be payable to the participant's designated beneficiary or in
accordance with Plan Provisions.
A beneficiary for the Alternate Payee may not be named with in the Order.
If the Alternate Payee dies prior to his or her distribution, the Alternate Payee's
benefit will be paid to the Alternate Payee's estate.
There are preretirement or postretirement benefits available under the plan.
However, the Order may provide for an Alternate Payee who is a spouse or former spouse to
have the rights of a surviving spouse with respect to the participant's remaining account
balance.
9. 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 issues 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 it to become qualified. This includes
signing all necessary documents. For this purpose, this court expressly reserves
jurisdiction over the dissolution proceedings involving the participant, the Alternate payee,
and the participant's interest in the Plan.
10. Limitations - Pursuant to Section 414(p)(3) of the Code and except as provided
by Section 414(p)(4), this order:
a. Does not require the Plan to provide any type of form or benefit, or any
option, not otherwise provided under the Plan;
b. Does not require the Plan to provide increased benefits, and
c. Does not require the payment of benefits to an Alternate Payee that is
required to be paid to anther Alternate Payee under another Order previously determined
to be a Qualified Domestic Relations Order.
11. Taxation - For purposes of Sections 402 and 72 of the Code, any Alternate
Payee who is the spouse or former spouse of the participant shall be treated as the
distributes of any distributions or payments made to the Alternate Payee under the terms
of the Order and, as such, will be required to pay the appropriate federal, state, and local
income taxes on such distributions.
12. 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 and shall forthwith pay such amount so received to the
Plan within ten (10) days of receipt.
QDRO
Page 4
If the Plan inadvertently pays to the Alternate Payee any benefit that is actually
payable to the participant, the Alternate Payee must make immediate reimbursement. The
Alternate Payee must reimburse to the extent that he or she has received such benefit
payments and shall forthwith pay such amount so received to the Plan within ten (10) days
of receipt.
13. Effect of Plan Termination - If the Plan is terminated, the Alternate Payee
shall be entitled to receive his other portion of the participant's benefits s stipulated herein
in accordance with the Plan's termination provisions for participants and beneficiaries.
14. Certification of Necessary Information - All payments made pursuant to
this Order shall be conditioned on the certification by the Alternate Payee and the
participant to thlan Administrator of such information as the Plan Administrator may
reasonably require from such parties to make calculation of the benefit amounts contained
herein.
Accepted and ordered this ?- day of S JaO
CONSENT TO ORDER:
p
l intifiyAl mate Pay Date
?r
411(102
Ait f laintiff/ Date
tPayee
Defend t/Participant Date
Attorney f6De ant/ Date
Participant
V
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N r.
Q
V
ORDER/NOTICE TO WITHHOLD INCOME FOR SUPPORT
State Commonwealth of Pennsylvania
Co./City/Dist. of CUMBERLAND
Date of Order/Notice 09/25/07
Case Number (See Addendum for case summary)
Employer/Withholder's Federal EIN Number
IBM CORPORATION
PAYROLL
2020 TECHNOLOGY PKWY
MECHANICSBURG PA 17050-9498
836107770 O Original Order/Notice
941 S 2005 O Amended Order/Notice
858109482 O Terminate Order/Notice
04-2213 CIVIL
RE: WALKER, ELIZABETH A.
Employee/Obligor's Name (Last, First, MI)
1`6-62-1365
Employee/Obligor's Social Security Number
8269101571
Employee/Obligor's Case Identifier
(See Addendum for plaintiff names
associated with cases on attachment)
Custodial Parent's Name (Last, First, MI)
See Addendum for dependent names and birth dates associated with cases on attachment.
ORDER INFORMATION: This is an Order/Notice to Withhold Income for Support based upon an order for support
from CUMBERLAND County, Commonwealth of Pennsylvania. By law, you are required to deduct these
amounts from the above-named employee'slobligor's income until further notice even if the Order/Notice is not
issued by your State.
$ 2, 099.67 per month in current support
$ o . o0 per month in past-due support Arrears 12 weeks or greater? Oyes ® no
$ 0.00 per month in current and past-due medical support
$ 0.09- per month for genetic test costs
$ o . oo per month in other (specify)
for a total of $ 2, 099.67 per month to be forwarded to payee below.
You do not have to vary your pay cycle to be in compliance with the support order. If your pay cycle does not match
the ordered support payment cycle, use the following to determine how much to withhold:
$ 484.54per weekly pay period.
$ 969.08per biweekly pay period (every two weeks).
$ 1.049.84 per semimonthly pay period (twice a month).
$ 2,099.6 7 per monthly pay period.
REMITTANCE INFORMATION:
You must begin withholding no later than the first pay period occurring ten (10) working days after the date of this
Order/Notice. Send payment within seven (7) working days of the paydate/date of withholding. You are entitled to
deduct a fee to defray the cost of withholding. Refer to the laws goveming the work state of your employee for the
allowable amount. The total withheld amount, and your fee, cannot exceed 55% of the employee's/ obligor's
aggregate disposable weekly eamings. For the purpose of the limitation on withholding, the following information is
needed (See #9 on page 2).
If required by Pennsylvania law (23 PA C.S. S 4374(b)) to reen* by electronic payment method, please call
Pennsylvania State Collections and Disbursement Ut* (PA SCOW Employer Customer Service at 1-877-676-9580
for instructions.
Make Remittance Payable to: PA SCDU
Send check to: Pennsylvania SCDU, P.O. Box 69112, HaMsburg, Pa 17106-9112
IN ADDITION, PAYMENTS MUST INCLUDE THE DEFENDANT'S NAME AND THE PACSES MEMBER /D (shown
above as the Employee/Obligor's Case Idendfier) OR SOCIAL SECURITY NUMBER IN ORDER TO BE PROCESSED.
DO NOT SEND CASH BY MAIL.
Date of Order: SEP 2 6 2007
DRO: R.J. SHADDAY
Service Type M
BY THE COURT:
EDWARD k;. 7GUIU0, JUDGE
OM8 No.: 0970.0154
Form EN-028 Rev. 1
Worker ID $IATT
ADDITIONAL INFORMATION TO EMPLOYERS AND OTHER WITHHOLDERS
? 9hhecke l you are required to provide a?opy of this form to your mployee. If yoyr employee works in a state that is
i Brent rom the state that issu this order, a copy must be provied to your employee even iftie box is not checked.
1. Priority: Withholding under this Order/Notice has priority over any other legal process under State law against the same income.
Federal tax levies in effect before receipt of this order have priority. If there are Federal tax levies in effect please contact the requesting
agency listed below.
2. Combining Payments: You can combine withheld amounts from more than one employeelobligor's income in a single payment to
each agency requesting withholding. You must, however, separately identify the portion of the single payment that is attributable to each
em ployeelobl igor.
paydate/date ot WRIlholding is the date on "hich aniount was withheld from the employee's wages-. You must comply with the law of the
state of the employee's/obligor's principal place of employment with respect to the time periods within which you must implement the
withholding order and forward the support payments.
4. * Employee/Obligor with Multiple Support Holdings: If there is more than one Order/Notice to Withhold Income for Support against
this employeelobligor and you are unable to honor all support Order/Notices due to Federal or State withholding limits, you must follow
the law of the state of employee's/obligor's principal place of employment. You must honor all Orders/Notices to the greatest extent
possible. (See #9 below)
5. Termination Notification: You must promptly notify the Requesting Agency when the employee%bligor is no longer working for you.
Please provide the information requested and return a copy of this Order/Notice to the Agency identified below.
THE EMPLOYEE/OBLIGOR NO LONGER WORKS FOR. 1948100064
EMPLOYEE'S/OBLIGOR'S NAME: WALKER. ELIZABETH A.
EMPLOYEE'S CASE IDENTIFIER: 8269101574 DATE OF SEPARATION:
LAST KNOWN HOME ADDRESS:
NEW EMPLOYER'S NAMEIADDRESS:
6. Lump Sum Payments: You may be required to report and withhold from lump sum payments such as bonuses, commissions, or
severance pay. If you have any questions about lump sum payments, contact the person or authority below.
7. Liability: If you fail to withhold income as the Order/Notice directs, you are liable for both the accumulated amount you should have
withheld from the employee/obligor's income and other penalties set by Pennsylvania State law. Pennsylvania State law governs unless
the obligor is employed in another State, in which case the law of the State in which he or she is employed governs.
8. Antidiscrimination: You are subject to a fine determined under State law for discharging an employee/obligor from employment,
refusing to employ, or taking disciplinary action against any employeelobligor because of a support withholding. Pennsylvania State law
governs unless the obligor is employed in another State, in which case the law of the State in which he or she is employed governs.
9. * Withholding Limits: You may not withhold more than the lesser of. 1) the amounts allowed by the Federal Consumer Credit
Protection Act (15 U.S.C. §1673 (b)1; or 2) the amounts allowed by the State of the employee'slobligor's principal place of employment.
The Federal limit applies to the aggregate disposable weekly earnings (ADWE). ADWE is the net income left after making mandatory
deductions such as: State, Federal, local taxes; Social Security taxes; and Medicare taxes. For tribal orders, you may not withhold more
than the amounts allowed under the law of the issuing tribe. For tribal employers who receive a state order, you may not withhold more
than the amounts allowed under the law of the state that issued the order.
10. Additional Info:
*NOTE: If you or your agent are served with a copy of this order in the state that issued the order, you are to follow the
law of the state that issued this order with respect to these items.
11. Submitted By:
AOMESTIC_RELATIONS SECTION
13 N. HANOVER ST
P.O. BOX 320
CARLISLE PA 17013
Service Type m
If you or your employee/obligor have any questions,
contact WAGE ATTACHMENT UNIT
by telephone at (717) 240-6225 or
by FAX at (717) 240-6248 or
by internet www.childsupport.state.pa.us
Page 2 of 2
OMB No.: 097"154
Form EN-028 Rev. 1
Worker ID $IATT
ADDENDUM
Summary of Cases on Attachment
Defendant/obligor: WALKER, ELIZABETH A.
? If checked, you are required to enroll the child(ren)
identified above in any health insurance coverage available
through the employee'stobligor's employment.
PACSES Case Number 858109482
Plaintiff Name
THOMAS J. WALKER JR
Docket Attachment Amount
04-2213 CIVIL$ 1,143.17
Child(ren)'s Name(s): DOB
? If checked, you are required to enroll the child(ren)
identified above in any health insurance coverage available
through the employee's/obligor's employment.
? If checked, you are required to enroll the child(ren)
identified above in any health insurance coverage available
through the employee's/obligor's employment.
? If checked, you are required to enroll the child(ren)
identified above in any health insurance coverage available
through the employee's/obligor's employment.
? If checked, you are required to enroll the child(ren) ? If checked, you are required to enroll the child(ren)
identified above in any health insurance coverage available identified above in any health insurance coverage available
through the employee'stobligor's employment. through the employee's/obligor's employment.
Addendum Form EN-028 Rev.
Service Type M Worker ID $IATT
OMB No.: 0970.0154
i
G --
cT= E ? -"C3 ?,
Q0 -t3 n
c Z5
t so Om
W
IN
ORDER/NOTICE TO WITHHOLD INCOME FOR SUPPORT 04-2213 CIVIL
OOriginal Order/Notice
State Commonwealth of Pennsylvania
Co./City/Dist. of CUMBERLAND 836107770 (D Amended Order/Notice
941 S 2005
Date of Order/Notice 02/02/09 OTerminate Order/Notice
Case Number (See Addendum for case summary) OOne-Time Lump Sum/Notice
RE: WALKER, ELIZABETH A.
Employer/Withholder's Federal EIN Number Employee/Obligor's Name (Last, First, MI)
IBM CORPORATION
PAYROLL
2020 TECHNOLOGY PKWY
MECHANICSBURG PA 17050-9498
146-62-1365
Employee/Obligor's Social Security Number
8269101574
Employee/Obligor's Case Identifier
(See Addendum for plaintiff names
associated with cases on attachment)
Custodial Parent's Name (Last, First, MI)
See Addendum for dependent names and birth dates associated with cases on attachment.
ORDER INFORMATION: This is an Order/Notice to Withhold Income for Support based upon an order for support
from CUMBERLAND County, Commonwealth of Pennsylvania. By law, you are required to deduct these
amounts from the above-named employee's/obligor's income until further notice even if the Order/Notice is not
issued by your State.
$ 956.50
$
$ 0.00
0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
per month in current child support
per month in past-due child support
per month in current medical support
per month in past-due medical support
per month in current spousal support
per month in past-due spousal support
per month for genetic test costs
per month in other (specify)
Arrears 12 weeks or greater? O yes ® no
one-time lump sum payment
for a total of $ 956.50 per month to be forwarded to payee below.
You do not have to vary your pay cycle to be in compliance with the support order. If your pay cycle does not match
the ordered support payment cycle, use the following to determine how much to withhold:
$ 220.73 per weekly pay period. $ 478.25 per semimonthly pay period
(twice a month)
$ 441.46 per biweekly pay period (every two weeks) $ 956.50 per monthly pay period.
REMITTANCE INFORMATION: You must begin withholding no later than the first pay period occurring ten (10)
working days after the date of this Order/Notice. Send payment within seven (7) working days of the paydate/date of
withholding. You are entitled to deduct a fee to defray the cost of withholding. Refer to the laws governing the work
state of your employee for the allowable amount. The total withheld amount, and your fee, cannot exceed 55% of
the employee's/ obligor's aggregate disposable weekly earnings. For the purpose of the limitation on withholding,
the following information is needed (See #9 on page 2).
If required by Pennsylvania law (23 PA C.S. § 4374(b)) to remit by electronic payment method, please call
Pennsylvania State Collections and Disbursement Unit (PA SCDU) Employer Customer Service at 1-877-676-9580
for instructions. PA FIPS CODE 42 000 00
Make Remittance Payable to: PA SCDU
Send check to: Pennsylvania SCDU, P.O. Box 69112, Harrisburg, Pa 17106-9112
IN ADDITION, PAYMENTS MUST INCLUDE THE DEFENDANT'S NAMEAND THE PACSES MEMBER ID (shown
above as the Employee/Obligor's Case Identifier) OR SOCIAL SECURITY IN ORDER TO BE PROCESSED.
DO NOT SEND CASH BY MAIL. 10000' -.k
BY THE COURT:
DRO: R.J. Shadday
Service Type M
OMB No.: 0970-0154
Edward E.
Judge Form EN-028 Rev. 4
Worker I D $ IATT
t
ADDITIONAL INFORMATION TO EMPLOYERS AND OTHER WITHHOLDERS
If is
hecke? you are required to pr vide a Gopy of this form to your mployee. If yo r employee wo rks in a state that
Nerent from the state that issued this order, a copy must be provi?ed to your emplyoyee even if the box is not checked.
1. Priority: Withholding under this Order/Notice has priority over any other legal process under State law against the same income.
Federal tax levies in effect before receipt of this order have priority. If there are Federal tax levies in effect please contact the requesting
agency listed below.
2. Combining Payments: You can combine withheld amounts from more than one employeelobligor's income in a single payment to
each agency requesting withholding. You must, however, separately identify the portion of the single payment that is attributable to each
employee/obligor.
3.* Reporting the Paydate/Date of Withholding: You must report the paydate/date of withholding when sending the payment. The
paydate/date of withholding is the date on which amount was withheld from the employee's wages. You must comply with the law of the
state of the employee's/obligor's principal place of employment with respect to the time periods within which you must implement the
withholding order and forward the support payments.
4.* Employee/Obligor with Multiple Support Holdings: If there is more than one Order/Notice to Withhold Income for Support against
this employee/obligor and you are unable to honor all support Order/Notices due to Federal or State withholding limits, you must follow
the law of the state of employee's/obligor's principal place of employment. You must honor all Orders/Notices to the greatest extent
possible. (See #9 below)
5. Termination Notification: You must promptly notify the Requesting Agency when the employee/obligor is no longer working for you.
Please provide the information requested and return a copy of this Order/Notice to the Agency identified below. 1948100064
THE PERSON HAS NEVER WORKED FOR THIS EMPLOYER : 0 THE EMPLOYEE/OBLIGOR NO LONGER WORKS FOR: 0
EMPLOYEE'S/OBLIGOR'S NAME:WALKER, ELIZABETH A.
EMPLOYEE'S CASE IDENTIFIER: 8269101574 DATE OF SEPARATION:
LAST KNOWN HOME ADDRESS:
LAST KNOWN PHONE NUMBER:
FINAL PAYMENT AMOUNT:
NEW EMPLOYER'S NAME/ADDRESS:
6. Lump Sum Payments: You may be required to report and withhold from lump sum payments such as bonuses, commissions, or
severance pay. If you have any questions about lump sum payments, contact the person or authority below.
7. Liability: If you fail to withhold income as the Order/Notice directs, you are liable for both the accumulated amount you should have
withheld from the employee/obligor's income and other penalties set by Pennsylvania State law. Pennsylvania State law governs unless
the obligor is employed in another State, in which case the law of the State in which he or she is employed governs.
8. Antidiscrimination: You are subject to a fine determined under State law for discharging an employeelobligor from employment,
refusing to employ, or taking disciplinary action against any employee/obligor because of a support withholding. Pennsylvania State law
governs unless the obligor is employed in another State, in which case the law of the State in which he or she is employed governs.
9.* Withholding Limits: You may not withhold more than the lesser of. 1) the amounts allowed by the Federal Consumer Credit
Protection Act (CCPA) (15 U.S.C. 1673 IN); or 2) the amounts allowed by the State or Tribe of the employee's/obligor's principal place of
employment. Disposable income is the net income left after making mandatory deductions such as: State, Federal, local taxes, Social
Security taxes, statutory pension contributions and Medicare taxes. The Federal limit is 50% of the disposable income if the obligor is
supporting another family and 60% of the disposable income if the obligor is not supporting another family.However, that 50% limit is
increased to 55% and that 60% limit is increased to 65% if the arrears are greater than 12 weeks. If permitted by the State, you may
deduct a fee for administrative costs. The support amount and the fee may not exceed the limit indicated in this section.
Arrears greater than 12 weeks : If the Order information does not indicate whether the arrears are greater than 12 weeks, then the
employer should calculate the CCPA limit using the lower percentage. For Tribal orders, you may not withhold more than the amounts
allowed under the law of the issuing Tribe. For Tribal employers who receive a State order, you may not withhold more than the lesser of
the limit set by the law of the jurisdiction in which the employer is located or the maximum amount permitted under section 303(d) of the
CCPA (15 U.S.C. 1673 (b)). Depending upon applicable State law, you may need to take into consideration the amounts paid for health
care premiums in determining disposable income and applying appropriate withholding limits.
10. Additional info:
*NOTE: If you or your agent are served with a copy of this order in the state that issued the order, you are to follow the law of the state
that issued this order with respect to these items.
11. Send Termination Notice and
other correspondence to:
DOMESTIC RELATIONS SECTION
13 N. HANOVER ST
P.O. BOX 320
CARLISLE PA 17013
If you or your employee/obligor have any questions,
contact WAGE ATTACHMENT UNIT
by telephone at (717) 240-6225 or
by FAX at (717) 240-6248 or
by internet www.childsupport.state.pa.us
Page 2 of 2
Service Type M OMB No.: 0970-0154
Form EN-028 Rev. 4
Worker ID $IATT
ADDENDUM
Summary of Cases on Attachment
Defendant/Obligor: WALKER, ELIZABETH A.
PACSES Case Number 836107770
Plaintiff Name
THOMAS J. WALKER JR
Docket Attachment Amount
00941 S 2005 $ 956.50
Child(ren)'s Name(s): DOB
AMY E. WALKER 0.3_/24/95
BRIAMA J ;. WALKER E)9?i59(93
...... ...... ....................
PACKS Case Number
Plaintiff Name
Docket Attachment Amount
$ 0.00
Child(ren)'s Name(s): DOB
PACSES Case Number
Plaintiff Name
Docket Attachment Amount
$ 0.00
Child(ren)'s Name(s): DOB
Addendum
Service Type M
OMB No.: 0970-0154
PACSES Case Number
Plaintiff Name
Docket Attachment Amount
$ 0.00
Child(ren)'s Name(s): DOB
PACKS Case Number
Plaintiff Name
Docket Attachment Amount
$ 0.00
Child(ren)'s Name(s): DOB
PACKS Case Number
Plaintiff Name
Docket Attachment Amount
$ 0.00
Child(ren)'s Name(s): DOB
......... .... ..........
Form EN-028 Rev. 4
Worker I D $ IATT
? '
Cat t "!'
t
r
r- r
ELIZABETH A. WALKER,
PLAINTIFF/RESPONDENT
V.
THOMAS J. WALKER, JR.,
DEFENDANT/PETITIONER
PACSES CASE NO. 858109482
IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
DOMESTIC RELATION SECTION
CIVIL ACTION - DIVORCE
DOCKET NO: 04-2213 CIVIL
ORDER OF COURT
AND NOW, this 3rd day of January 2009, the Court being informed by the Domestic
Relations Section that the arrears of the above captioned case have been paid in full, IT IS HEREBY
ORDERED AND DIRECTED that the case be closed. The Cumberland County Domestic Relations
Section dismisses their interest in the above captioned matter.
This Order shall become final twenty days after the mailing of the notice of the entry of the order
to the parties unless either party fries a written demand with the Domestic Relations Section for a hearing
de novo before the Court.
BY THE T,
t
Edward E. Guido,
DRO: R.J. Shadday
xc: plaintiff and defendant
Service Type M
Judge
Form OE-001
Worker ID 21005
vv
n
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rn