HomeMy WebLinkAbout10-3009IN THE COURT OF COMMON PLEASE OF CUMBERLAND COUNTY,
PENNSYLVANIA
Terence Genji List
Plaintiff
File No. 10 - 3C09 aiva _Iet m
Vs IN DIVORCE
Barbara Jean Hoekje
Defendant
NOTICE TO DEFEND AND CLAIM RIGHTS
YOU HAVE BEEN SUED IN COURT. IF YOU WISH TO DEFEND AGAINST THE
CLAIMS SET FORTH IN THE FOLLOWING PAGES, YOU MUST TAKE ACTION
WITHIN TWENTY (20) DAYS AFTER THIS COMPLAINT AND NOTICE ARE
SERVED, BY ENTERING A WRITTEN APPEARANCE PERSONALLY OR BY AN
ATTORNEY AND FILING IN WRITING WITH THE COURT YOUR DEFENSES OR
OBJECTIONS TO THE CLAIMS SET FORTH AGAINST YOU. YOU ARE WARNED
THAT IF YOU FAIL TO DO SO THE CASE MAY PROCEED WITHOUT YOU AND A
JUDGMENT MAY BE ENTERED AGAINST YOU BY THE COURT WITHOUT
FURTHER NOTICE FOR ANY MONEY CLAIMED IN THE COMPLAINT OR FOR
ANY OTHER CLAIM OR RELIEF REQUESTED BY THE PLAINTIFF. YOU MAY
LOSE MONEY OR PROPERTY OR OTHER RIGHTS IMPORTANT TO YOU.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO THE TELEPHOPT 04,
THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET URGA -:;
HELP. ..
CUMBERLAND COUNTY BAR ASSOCIATION
32 SOUTH BEDFORD STREET -
CARLISLE, PS 17013 <<y
1-800-990-9108
717-249-3166
4wa • oo AD ATM
uo * A-73173889
0 ay 1 (098
IN THE COURT OF COMMON PPS?v??CUMBERLAND COUNTY,
Terence Genjji List
Plaintiff
File No.
Vs IN DIVORCE
Barbara Jean Hoekje
Defendant
COMPLAINT IN DIVORCE
COUNT 1
AND NOW comes the Plaintiff, Terence Genji List, pro se who files the within
complaint in Divorce and avers as follows:
1. Plaintiff is Terence Genji List, an adult individual currently residing at 49 West Mount
Airy Avenue, Philadelphia, Philadelphia County, Pennsylvania.
2. Defendant is Barbara Jean Hoekje, an adult individual currently residing at 4869 Ogle
Street, Philadelphia, Philadelphia County, Pennsylvania.
3. Plaintiff and Defendant are sui juris, and have been bona fide residents of the
Commonwealth of Pennsylvania for a period of more than six (6) months immediately preceding
the filing of this Complaint.
4. The parties were married on the 9a` day of June, 1991, in Marbletown, New York.
Attached hereto and marked Exhibit "A" is a certified copy of the marriage certificate.
S. Neither Plaintiff nor Defendant is in the military or naval service of the United States
or its allies within the provisions of the Soldiers' and Sailors' Civil Relief Act of the Congress of
1940 and its amendments.
6. There has been no prior action for divorce or annulment instituted by either of the
parties in this or any other jurisdiction.
7. Plaintiff has been advised of the availability of counseling and of the right to request
that the Court require the parties to participate in counseling.
8. The parties have entered into a written agreement as to child support, child custody
and property division.
9. The marriage of the parties is irretrievably broken.
10. After ninety (90) days have elapsed from the commencement and service of this
action, Plaintiff intends to file an affidavit consenting to a divorce. Plaintiff believes that
Defendant may also file such an affidavit.
WHEREFORE, if both parties file affidavits consenting to a divorce after ninety (90)
days have elapsed from the commencement and service of this action, Plaintiff respectfully
requests the Court to enter a decree of divorce pursuant to Section 3301(c) of the Divorce Code.
Respectfully submitted,
Date. '? Terence Genji List, PLAINTIFF, PRO SE
EXHIBIT A:
Marriage Certificate
N
E-4 v
6
a. ?
Ln M
`n M C.)
H I
I
D
Z G
E
co
O N
a?
z z
w N U
O ?
n, u
?
C
cl,
O c
a P-4
4-3 s
4 S
y n,
y
-co --
+J
•?1 cu
3r
?
v
A O s ?
,
.i¦? '
.s4
OP-4
V
? 01-4
4-J
,
1C S -W
r
z V
C7
c]
(n
D
E
a
t].
d N
C X
j O
N .D
? .Y
R L
Z: u
w
V
z
w
a
W
f-;
5
O
O
V
N
-4
ON
r(
"Cq
a
H
W
P4
a
w
ra
d
a
H
W
P+
Ea
W
G4
Pd
H
U
Lz
L
c
ou
v a
R
V
OQ
a
m
Zo.
R
C
3
v
z
N
N C
c ?
N
V y
`ro
m E
Q
Q N
E
o E
C X
c ° p
D Q
U E t
q Z O
O
z=
6 0
04 r
? CJ
O
PG
O
H
m
a
a?
CL
Lf)
a% ?a
w .h
_4 o
N
o
a?
h
L
N ?
D CU
C O
a y
? O
AZ
W
n
N
r-1
rn
N
d
w
p4
p
a
W
a
H
R.
H
W
W
N
H
U)
W
a
?o
o
c U
QOl
Zoo
_oo
?C4?
N
N
N
Z
Y
Q
O
}
W
-A
rn
rl
?` 17
LV cu
r-i Q
P c
O
N
? N
`N
W ?
H j
w `c
M 3
H c
c!] f- is
V
? U
U
W 94 O •
r
O 51 O
V V cU
I °
r m
m
0 0
d a
M
in
?
Y
}
w
rn
o ?
N
o
h
co
m
C p O rte
'
D O ? i
ul
3
A
J
V1
G
d
U cn
a
NN
? G
r?r Y
o
40
O
sue. ?+
Q G
lC
Q 3
G.
.a
N
O
N
d
LL
0
O
D
VERIFICATION
I, Terence Genii List, Plaintiff, verify that the facts set forth in the foregoing
COMPLAINT IN DIVORCE are true and correct to the best of my knowledge,
information and belief. I understand that the statements made herein are made subject to
the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities.
DATE:s y -?
Terence Genji List, PLAINTIFF, PRO SE
IN THE COURT OF COMMON PLEASE OF CUMBERLAND COUNTY,
PENNSYLVANIA
-Terence Genji List
Plaintiff
Vs
Barbara Jean Hoekje
Defendant
~. File No. 10-3009 Civil Term
. IN DIVOR(
~} ~3.:
. G,!'.
~~_
• -- :
~:.
i~
ACCEPTANCE OF SERVICE BY DEFENDANT
To the Prothonotary:
N
Q
O
c.~
-.~
.~-
r.,
c~
I, Barbara Jean Hoekje, Defendant in the above-captioned matter, hereby accept
service of the Divorce Complaint.
This Affidavit is made subject to the penalties of 18 PA.C.S.A. Section 4904
relating to unsworn falsification to authorities.
Dated: ~ ~~~ ~ By:
arbara Jean Hoe ' e, EFEND T, PRO SE
Sworn to and subscribed before me on this ~~~day of .~ , 20L~
NOTARY
ON'N~`~T~ ~tYLV~NIA
G
No1N~ ~'
Kimb~Y paldlno, No1arY P~
PMlacle{p4~ C~~
G1t11 of PhNadeiPn Expo
rea Ma ~ ~
MY Comm-ss'o
1l
~~
-,;, rr
,,
-- ~.;-;
r`,,;
~~:~,v,
.~x~'
-<
IN THE COURT OF COMMON PLEASE OF CUMBERLAND COUNTY,
PENNSI'LVANIA
-Terence Genji List
Plaintiff
Vs
-Barbara Jean Hoekje
Defendant
File No. 10-3009 Civil Term_
IN DIVORCE
0
a
c
n
0
z
AFFIDA VIT OF CONSENT
1. A Complaint in Divorce under 3301 (c' of the Divorce Code was filed on
May 6, 2010.
2. The marriage of plaintiff and defendant is irretrievably broken and ninety
days have elapsed from the date of filing and service of the Complaint.
3. I consent to 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 of Consent 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:
Terence Genii List, PLAINTIFF, PRO SE
IN THE COURT OF COMMON PLLASE OF CUMBERLAND COUNTY, ?
PENNSYLVANIA °
e
-Terence Uenji List
Plaintiff g,
File No. 10-3009 Civil Term W
Vs IN DIVORCE a
Barbara Jean Hoekje b
Defendant
WAIVER OF NOTICE OF INTENTION TO ILLQUEST ENTRY OF A DIVORCE
DECREE UNDER SECTION 3301 (C) OF TIIE DIVORCE CODE
1. I consent to the entry of a final DcC_.-cc of Divorce without notice.
2. 1 understand that I may lose rights concerning alimony, division of
property, lawyer's fees or expenses if I do not claim them before a divorce is granted.
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 the sciit to nic immediately after it is filed
with the Prothonotary.
I verify that the statements made in t1:is at.,? av:t are true and correct. I
understand that false statements herein are trade subject to the penalties of 18 Pa. C.S.A.
§ 4904 relating to unsworn falsification to authori.tics.
Date:. 2 010 "Terence Genji List, PLAIN'T'IFF, PRO SE
IN THE COURT OF COMMON PLEASE OF CUMBERLAND COUNTY,
PENNSYLVANIA
-Terence Genji List : n
Plaintiff ;
File No. 10-3009 Civil Teirn
Vs .: IN DIVORC~:
~'
-Barbara Jean Hoekje ,~
Defendant ~,'C_:
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under 3301 (c) of the Divorce Code was fled on
May 6, 2010.
2. The marriage of plaintiff and defendant is irretrievably broken and ninety
days have elapsed from the date of fling and service of the Complaint.
3. I consent to 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 of Consent are true and correct.
I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. §
4904 relating to unswoin falsification to authorities.
DATE:
~, / ~/~
Barbara Jean oekje, DEF ANT, PRO SE
~~~
M n~
~ ~~~~'~
w ~
~ ~
IN THE COURT OF COMMON PLEASE OF CUMBERLAND COUNTY,
PENNSYLVANIA
-Terence Genji List
Plaintiff
Vs
File No. 10-3009 Civil Term
^ IN
-Barbara Jean Hoekje
Defendant :
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF ,
DECREE UNDER SECTION 3301 (C) OF THE DIVORCE CODE
1.
2.
1 consent to the entry of a final Decree of Divorce without notice.
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.
c~
rc1'*~
.,,~ m
...~ ~>
:~
.,~ ~~. -,
~ ,}
w
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.A.
§ 4904 relating to unsworn falsification to authorities.
Date: ~D
Barbara Jean Ho je, DEFEND T, PRO SE
w
Y
~ ~ 1
~b'3O°9 C~vitT~'~ OF T~~ic PRQ HEN TARY
MARITAL SI
1D10 SEP ?_3 AM il~ 43
LUMSERLAND COUNTY
,w,~~LVANIA
THIS AGREEMENT, made this t Z day of /tiC c~ ~-i , 2010,
by and between Barbara Jean Hoekje (hereinafter called "Wife"), and Terence Genji
List (hereinafter called "Husband").
WITNESSETH:
WHEREAS, the parties hereto are Husband and Wife, having been married on
June 9, 1991, and separated on October 1, 2009; and,
WI~REAS, one (1) child was born of this marriage, Alexander Hoekje List;
born August 15, 1992; and,
WHEREAS, within the most recent time, irreconcilable differences have arisen
between the parties which have made the maintenance of the common domicile
impossible; and,
WI~REAS, the parties desire to enter into an Agreement for the purpose of
adjusting fully and fmally their respective financial and property rights and obligations
as between each other, including without limitation:
(1) the settling of all matters between them relating t~ the ownership of real
and personal property;
(2) the settling of all matters between them relating to the past, present and
future support, alimony, alimony pendente lite, and/or maintenance of
either party by the other;
(3) 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 promises and mutual covenants
herein contained, as well as in consideration of the sum of One Dollar ($1.00) to each
in hand paid by the other, the receipt of which is hereby acknowledged, and with the
intent to be legally bound hereby, as follows:
1. EFFECT OF AGREEMENT ON "THE DIVORCE CODE": The parties
acknowledge and understand that there is a set of laws called "the Divorce Code"
which gives them rights and obligations under law. They have been advised to
review the "Divorce Code" and to discuss it with an attorney.
The "Divorce Code" provides basic grounds for dissolving a marriage,
provisions for counseling of the parties and gives defenses that can be brought
against a divorce action.
The "Divorce Code" provides that the Court may take a step known as
"equitable distribution." In this step, the Court can make decisions on the property
rights and interests of divorcing parties. Under the "Divorce Code," the Court can
-2-
7
also decide issues about the care, custody and support of minor children from the
marriage. The "Divorce Code" also provides for alimony and support for either party
based upon a number of factors.
The parties hereby acknowledge and understand that, under the "Divorce
Code," they may have greater or lesser rights and obligations than they have agreed
to in this Marital Settlement Agreement. They have been advised to review the
"Divorce Code" and to discuss it with an attorney of their choice.
Husband and Wife understand that their Marital Estate Division is
approximately 34% to Husband and 66% to Wife. They further acknowledge that if
they hired separate attorneys and proceeded through the Court system, either party
may have been awarded a higher percentage of the estate than they received under
the terms of this Agreement.
2. SEPARATION: At all times hereafter, Husband and Wife shall live separate
and apart from each other at such place as each may choose. Each shall be free from
any interference, restraint, authority and control of the other as fully as if they were
unmarried, except as may be necessary to carry out the provisions of this Agreement.
Neither shall disturb or trouble the other in any way or attempt to compel the other
to cohabit or dwell with him or her.
3. CUSTODY OF CHILD: The parties agree that they shall share Legal
-3-
Custody of their child. Husband and Wife also agree that Wife shall have Primary
Physical Custody and Husband shall have Partial Physical Custody of their child.
They have entered into a Parenting Agreement, which is attached as Exhibit "A," and
made a part of this Agreement. The parties acknowledge that custody remains
modifiable based on a change of circumstances, as provided by applicable law.
With regard to their child, the parties expressly agree and state that, although it
is possible to dissolve the marital relationship between the parties, it is not possible
or desirable to dissolve the parental relationship between the parties as to their child.
They agree to always consider the best interests of their child and maintain
flexibility and cooperation to meet their child's needs. The parties expressly state
and agree that they wish to continue to be jointly responsible for the upbringing of
their child. The parties agree to consult with each other in all matters of importance
relating to their child's welfare, health, maintenance, education, medical care and
spiritual upbringing.
4. CHILD SUPPORT: The parties agree that Husband shall pay to Wife child
support in the amount of $350.00 per month. Payments will be made by the 10~' day
of each month. Payments will commence on the 10~' day of the first full month
following the parties' execution of this Agreement.
The obligations for payment of child support shall continue until such time as
-4-
a child reaches the age of eighteen and/or has completed their high school education
whichever occurs last. It will also terminate if they discontinue their high school
education; or no longer maintain a permanent residence with the Mother or Father.
If there is a significant and material change in either party's earnings, they
agree to immediately inform the other party and the parties shall revisit and
recalculate the child support figure, in accordance with the Pennsylvania Support
Guidelines, as amended, and other applicable law, to determine if a modification is
necessary. Otherwise, on February 1, 2011, Husband and Wife agree to exchaClge
financial information in order to determine if a recalculation and modification of the
child support obligation is necessary. The parties will sign an amendment to this
Agreement reflecting any changes in the support obligation.
The parties agree that, if a child support payment is late 10 days or more, they
shall cooperate in entering a Consent Order of Court in regard to this agreed upon
child support or any future agreed upon support, with such Order to be executed by
both parties within five (5) days from exercise of such option. The parties also agree
to execute whatever forms maybe necessary in order to institute a wage attachment
for child support.
The Parties will share responsibility for all unpaid, mutually agreed-upon
medical expenses including, psychological, psychiatric, chiropractic and orthodontic
-5-
in accordance with their percentages of total combined income. The current income
percentage splits are as follows: Wife: ~7%--Husband: 33%. These expenses shall
be apportioned according to the income percentage splits from day one of each
calendar year. A calendar year is defined as January 1St through December 31 ~`.
The parties agree that Wife shall provide medical insurance for the child as
long as the benefit is available through her employment and agrees to assume sole
responsibility for the employee contribution attributable to the child's coverage.
The parties agree that their child may benefit from participation in various
clubs, lessons, school activities, camps, and similar expenses and that it may also be
beneficial or necessary for their child to attend private or parochial school or to have
a tutor. They further recognize, however, that their financial circumstances permit
only a limited number of these extra activities or special schooling. If either party
expects the other party to contribute to such expenses, that party shall consult with
the other before incurring any significant expenses for such activities or schooling.
The proposed expense shall be evaluated carefully by each party, taking into
consideration the nature of the expense, the period of time during which the expense
will continue, the special talents or needs of the child, the preferences of the child,
the expected benefit to the child and the expense involved. Provided that both
parents agree on incurring a particular expense they will contribute payment in
-s-
accordance with their percentage of total combined income. The current income
percentage splits are as follows: Wife: 67%--Husband: 33%.
The parties acknowledge that child support remains modifiable based on a
change of circumstances, as provided by law.
5. COLLEGE EDUCATION: The parties agree that Husband shall not be
responsible for payment of any of their child's college education expenses.
6. PERSONAL PROPERTY: Husband and Wife agree that all of their
personal property will be divided in a fair and equitable manner. On or by March 1,
2010, Husband agrees to remove all of his property from the marital residence, with
the exception of his property that is already stored inside the garage to the residence.
Wife will permit these items to remain in the garage to allow Husband time to sort
through them so that he may gradually remove them. Husband must remove all of
these items from the garage and residence on or by October 1, 2011. If any of these
items still remain in the garage and have not been removed by Husband on or by this
date, Wife is free to discard them. Once Husband's name is removed from the deed
to the residence, he may not access his items stored in the garage without first
obtaining Wife's permission to do so. All items of personal property that Husband
takes and are in his possession shall be the sole and separate property of Husband.
Those items of personal property that remain in the martial residence and are in
-~-
s
Wife's possession shall be the sole and separate property of Wife. The parties have
elected not to attach property schedules to this Agreement.
7. AUTOMOBILES: The parties agree that Wife shall assume full ownership
of the 1999 Honda Civic, which has an agreed market value of $3,090.00, and is
titled in Wife's name. The vehicle is owned free and clear or any loans or other
encumbrances.
Wife shall assume full responsibility for the aforementioned vehicle, including
the insurance, maintenance and all other expenses related thereto.
Wife agrees to indemnify and hold Husband harmless for any claim or expense
arising from the vehicle.
8. REAL ESTATE: The parties acknowledge that the property located at 4869
Ogle Street, Philadelphia, PA 19127, is the jointly owned marital residence. The
agreed value of the property is $155,000.00 based on a written appraisal the parties
obtained through an independent fee appraiser which they agree is fair and reliable.
One mortgage is held on the property through Wachovia Bank in the amount of
approximately $34,635.00. The mortgage is titled in the name of both Husband and
Wife.
The parties agree that Wife shall take all steps necessary to remove Husband's
name from the mortgage, note and deed. Wife has agreed to refinance the residence
-s-
solely in her name as a means of having Husband's name removed from the
mortgage, note and deed. Husband's name must be removed from these documents
on or by April 1, 2010.
On the day Husband's name is removed, (vis a vis the property refinance
settlement date), Wife shall make payment to him in the amount of $40,000.00. Wife
shall be entitled to all remaining equity acquired in the property.
If Wife is not able to remove Husband's name by the above date, the parties
agree to re-negotiate the marital distribution of the remaining equity in the marital
residence.
Wife shall retain full possession of the marital residence. Husband shall turn
over all keys, garage door openers and other means of entry. Wife shall be solely
responsible for all past, present and future costs or liabilities associated with or
attributable to maintaining the marital residence including, but not limited to, the
mortgage, all real estate taxes, water and sewer, rents, gas, electric and telephone
service, homeowners insurance, and gardening expenses and repairs.
Wife shall keep Husband indemnified and held harmless from any liability,
cost or expenses, including attorneys' fees, which are incurred in connection with the
maintenance, cost, and expenses or resulting from their ownership interest in the
marital residence.
-9-
Husband's Massachusetts Property at the Berkshires
Prior to the parties' marriage, Husband acquired a partial ownership interest in
a parcel of land located in Massachusetts at the Berkshires. The parties have been
advised that any increase in value of Husband's interest in the land during the
marriage and up to the date of separation is marital property and subject to equitable
distribution. The parties have also been advised to obtain professional appraisals of
the property to determine whether or not the value of Husband's property interest has
increased during the marriage. Notwithstanding this advice, the parties agree not to
have the property appraised for value. Instead, they agree to regard it as non-marital
property to be excluded from the marital estate. As such, Husband exclusively retains
the full value of his interest in the property and Wife hereby waives her right to claim
a portion or percentage of any increase in value of his interest during the marriage.
9. RETIREMENT FUNDS: The following retirement funds are valued as of the
dates indicated below in this Paragraph by agreement of the parties. Husband and
Wife acknowledge and understand that a Court may use dates other than the ones
agreed upon by the parties to value their assets. The parties further acknowledge and
understand that the valuation date directly affects the value of their asset; therefore,
the value of a particular asset may be worth more or less depending upon the agreed
date of valuation.
- io-
Wife shall retain ownership of her retirement accounts, which are titled in her
name and listed as follows:
1) TIAA-CREF Plan-this fund had a total value of $321,039.00 as
of October 27, 2009. The parties understand and acknowledge
that a portion of this total value includes roughly ten years of pre-
martial contributions plus their appreciation both before and
during the marriage. As such, the total value does not represent
the marital value for purposes of equitable distribution. The
parties were advised to obtain an actuarial appraisal of the marital
value of this account but declined to do so. Instead, for purposes
of this settlement, they agree to regard the account as non-marital
property to be excluded from the marital estate. Wife shall retain
the full value of the account and Husband hereby waives his right
to claim a portion or percentage of the marital value of the
account.
2) Wachovia IRA (xxx8166)-this fund had a value of $1,314.64 as
of October 26, 2009.
3) Vanguard Roth IRA (xxx3327)-this fund had a value of
$10,215.68 as of September 10, 2009.
-ii-
9. PENSIONS: Husband and Wife represent that they have no pensions from
current or prior employers.
10. STOCK OPTIONS: Husband and Wife represent that they have no stock
options from current or prior employers.
11. OTHER ACCOUNTS: Husband and Wife agree to the following distribution
of their other accounts:
a) Husband's Wachovia Checking Account (xxx6191)--this account had a
value of $5,473.07 as of October 19, 2009 and is registered in Husband's
name. Husband shall retain the full value of this account and Wife hereby
waives her right to claim a portion or percentage of any funds contained
therein.
b) Wife's Wachovia Checkin Account x5815)--this account had a value
of $543.15 as of October 16, 2009 and is registered in Wife's name.
Wife shall retain the full value of this account and Husband hereby
waives his right to claim a portion or percentage of any funds contained
therein.
c) Wife's Wachovia Savings Account (xxx4969)--this account had a value
of $511.28 as of September 30, 2009 and is registered in Wife's name.
-12-
Wife shall retain the full value of this account and Husband hereby
waives his right to claim a portion or percentage of any funds contained
therein.
d) Wife's Wachovia Savings Account (xxx4761)--this account had a value
of $292.77 as of October 27, 2009. Wife shall retain the full value of this
account and Husband hereby waives his right to claim a portion or
percentage of any funds contained therein.
12. JUDGMENTS: Husband and Wife represent that they have no pending or
outstanding judgments against them.
13. JOINT ACCOUNTS: The parties agree that their Vanguard Total Stock
Market Index Fund Account (xxx7347) shall be excluded from the marital estate and
shall instead be used to fund their child's college education expenses. This account
had a balance of $6,480.26 as of September 10, 2009. The parties agree that Wife's
name shall remain on the account and Husband's name shall be removed from the
account immediately forthwith upon the parties' execution of this Agreement. Wife
shall be the designated custodian of this account and shall distribute the funds as
necessary to finance their child's college education expenses. Wife agrees not to
borrow or withdraw any funds from this account for any purposes other than their
child's college education expenses.
-13-
Wachovia Bank Line of Credit Account--during the marriage, the parties were
approved for a home equity open line of credit on the marital residence. To date, no
amounts have been borrowed from this credit source. The parties agree to cooperate in
closing this credit line account on or by the settlement date for the marital residence
refmance.
14. MARITAL DEBT: Husband and Wife agree that the following marital debt
will be apportioned as follows:
a) Capitol One Bank Card (xxxx5402)-this account had a balance of
$3,931.90 as of October 22, 2009 and is registered in Wife's name only. The parties
agree that $3,000 of this balance is not marital debt but constitutes post-separation
expenses incurred by Wife. Wife agrees to assume sole responsibility for payment of
any remaining balance of the account.
15. ALIMONY. ALIMONY PENDENTE LITE AND/OR SPOUSAL
SUPPORT: The parties each waive any right or claim they each may have to
alimony, alimony pendente lite and spousal support. This clause is not modifiable.
The parties acknowledge that by this Agreement they have respectively
secured and maintained a substantial and adequate fund with which to provide for
themselves sufficient financial resources for their comfort, maintenance and support.
The parties acknowledge that the cost of living may increase or decrease, that their
-14-
respective estates may increase or decrease in value, that either maybe employed or
unemployed at various times in the future, and that notwithstanding these or other
economic circumstances, which may be changes in circumstances of a substantial and
continuing nature, the terms of this Agreement are just and reasonable. Therefore,
except for the provisions of this Agreement, the parties hereby expressly waive,
discharge, give up and release any and all rights to claims which they may now or
hereafter have by reason of the parties' marriage, separation or divorce to alimony,
alimony pendente lite, support or maintenance, and they further release any rights
they may have to seek modification of the terms of this Agreement in a Court of law
or equity, it being understood that the foregoing constitutes a final determination for
all time of either party's obligation to contribute to the support and maintenance of
the other. From the execution date of this Agreement, it shall be the sole
responsibility of each party to sustain himself or herself without seeking any support
from the other.
16. MEDICAL INSURANCE: The parties agree that Wife shall continue to
provide Husband with medical insurance coverage until the divorce decree is issued.
Thereafter, each party will be responsible for providing their own coverage.
17. LIFE INSURANCE: Husband has a universal life insurance policy with a
current face value of $100,000.00 and with Wife as the named beneficiary
-15-
thereunder. Upon the Court's issuance of a divorce decree, Husband shall remove
Wife's name as beneficiary and list their child as the beneficiary under the policy.
Husband will appoint his brother, Jeffrey List, as trustee until the child reaches age
23. Husband agrees to provide verification of this coverage to Wife on February 1~
of each year. Husband agrees not to take any loans against this policy.
In addition, Husband's policy has a current cash value of $4,301.12. Wife
hereby waives her right to receive a portion or percentage of any of these funds.
Wife has a policy through her employer with a death benefit of $250,000.00
and with Husband as the named beneficiary thereunder. Upon the Court's issuance
of a divorce decree, Wife shall remove Husband's name as beneficiary and list their
child as the beneficiary under the policy. Wife will appoint her sister, Carol Hoekje,
as trustee until the child reaches age 23. Wife agrees to provide verification of this
coverage to Husband on February 1 ~ of each year. Wife agrees not to take any loans
against this policy.
18. DISABILITY INSURANCE: The parties agree that there will be no
obligation for either party to obtain or continue to maintain disability insurance
coverage under this Agreement.
19. COUNSEL FEES. COSTS AND EXPENSES: Husband and Wife each
agree to share equally the responsibility for the Alpha Center for Divorce Mediation
is-
fees and all other related expenses.
20. TAX OBLIGATIONS:
The parties agree to the following tax terms:
a. They agree to file jointly for the year 2009. As a result of this filing, should
the parties receive a refund, they will equally divide the proceeds of such refund.
Likewise, should the parties be liable for any additional taxes as a result of this filing,
they shall equally split such liability.
b. In all years subsequent to tax year 2009, the parties will consult their
respective tax accountants in order to determine the most financially advantageous
status for each of them to file. under.
c. Wife shall claim the dependency deduction for the child for as long as it is
available to her.
Any penalties or additional tax incurred as the result of non-personal
deductions being disallowed or the failure to accurately report income shall be the
sole responsibility of the person wrongfully claiming the deduction or inaccurately
reporting the income. In the event that the parties are entitled to a refund as the result
of having filed j oint income tax returns in the past, Husband and Wife both agree that
they will equally divide the proceeds of any refund.
Husband and Wife hereby agree to indemnify and hold each other harmless
-17-
from and against any liability, cost or expense and legal fees as the result of any
claims against the other party resulting from misrepresentations or failure to disclose
income or deductions during the period that the parties filed joint or individual tax
returns.
The parties further agree that all income taxes to date have been paid when
due; that no audit has been commenced on any past or present income tax return; no
income tax deficiency proceeding is pending or threatened. In the event that either
party shall receive notice of an audit, they shall inform the other party as soon as
practical. Both parties agree to cooperate with the other party by fully providing all
documents and information necessary to defend against a tax audit of any kind.
21. JOINT OBLIGATIONS: Wife and Husband warrant and represent that there
are no outstanding obligations for which the other might be called upon to satisfy or
for which an obligation rests with either.
Each party represents and warrants to the other that he or she will not hereafter
incur any debt or obligation for which the other party shall be liable.
22. FULL DISCLOSURE: Each party represents and warrants that they have
made a full and fair disclosure to the other of all the facts material and relevant to this
Agreement.
23. ENFORCEMENT: If a dispute arises out of or relates to this Agreement, or
-is-
the breach thereof, and if the dispute cannot be settled through negotiation, the
parties agree first to try in good faith to settle the dispute by mediation before
resorting to arbitration, litigation, or other dispute resolution procedures. It is
expressly understood and agreed by the parties that this Agreement may be
specifically enforced by either Husband or Wife in a Court of law.
Each party hereby further agrees to pay the other party for any and all
attorney's fees, costs and legal expenses and other expenses that either may incur or
become liable for as a result of any default or breach by the other of any of the terms
or provisions of this Agreement. This payment is due provided that the party who
seeks to recover attorney's fees, costs and legal expenses is successful in whole or in
part, in an action to protect and enforce his or her rights under this Agreement.
24. DIVORCE PROCEEDING: It is expressly understood and agreed by the
parties that Husband will commence a divorce proceeding pursuant to Section 3301
of the Divorce Code of 1980 as amended and rectified. Both parties agree to execute
all necessary papers in a timely basis, including but not limited to an Affidavit
consenting to the divorce.
It is further understood and agreed that this Agreement shall be incorporated as
part of the Decree of Divorce entered by the Court. Further, this agreement shall
survive and shall not merge into any decree and shall be fully enforceable either in
-19-
such divorce proceeding or in any other proceeding.
25. RELEASE: Each of the parties hereto does hereby, except as otherwise
provided in this Agreement, release the other from any and all rights or claims to the
property of the other and does hereby release the other from any and all claims
arising from the marriage, including but not limited to:
(a) Will. Any and all right, title, that either may now or hereafter have to take
against any will of the other.
(b) Intestacy. Any and all right, that either may now have or hereafter have to
share or have any interest in the property, or estate of the other under the laws of
intestacy or succession or inheritance.
(c) Personal Representative. Any and all right, that either may now or
hereafter have to administer the estate or effects of the other or to claim
appointment or to qualify as a personal representative of the other.
(d) General. Any and all other right, title, interest, claim and demand
whatsoever that either may now or hereafter have to all or any part of the
property or estate of the other, whether real, personal, mixed or of any
description arising or growing out of the marriage relation now existing between
the parties.
To further illustrate the total severance of rights of either party in the estate of the
-20-
other, each of the parties may by Will or by Deed or otherwise dispose of real or
personal property now owned, or hereafter acquired, the same as if sole and
unmarried, and each agrees to execute or join in the execution of such papers or
documents that may be necessary at any time to accomplish this purpose.
26. BANKRUPTCY: In the event that either party becomes a debtor in any
bankruptcy or fmancial reorganization proceedings of any kind while any obligations
remain to be performed by that party for the benefit of the other party pursuant to the
provisions of this Agreement, the debtor spouse hereby waives, releases and
relinquishes any right to claim any exemption (whether granted under state or federal
law) to any property remaining in the debtor, title as a defense to any claim made
pursuant hereto by the creditor-spouse, and the debtor-spouse hereby assigns,
transfers, and conveys to the creditor-spouse an interest in all of the debtor's exempt
property sufficient to meet all obligations to the creditor-spouse as set forth herein,
including all attorney's fees and costs incurred in the enforcement of this Paragraph
or any other provision of this Agreement.
No obligation created by this Agreement shall be discharged or dischargeable,
regardless of federal or state law to the contrary, and each party waives any and all
right to assert that any obligation hereunder is discharged or dischargeable.
27. CONTROLLING LAW: This Agreement shall be construed under the laws
-21-
of the Commonwealth of Pennsylvania.
28. SAVING CLAUSE: If any term, condition, clause or provision herein shall
be deemed to be invalid in law or otherwise, then only that term, condition, provision
or clause shall be stricken from this Agreement as it is held to be invalid, and in all
other respects, this Agreement shall be valid and in full force and operation.
29. NOTICE: Any written notice to be given hereunder by either party to the
other shall be effected by personal delivery, registered or certified mail, return receipt
requested. Notice to Husband and Wife shall be sufficient if made or addressed to:
Wife: 4869 Ogle Street, Philadelphia, PA 19127; Husband: 49 West Mount Airy
Avenue, Philadelphia, PA 19119.
The parties will keep each other informed of any change of address so long as
matters are still pending under this Agreement.
30. REPRESENTATION BY COUNSEL: The provisions of this Agreement
and their legal effects have been fully explained to the parties. Both parties have
been advised to have this Agreement reviewed by independent counsel. Both parties
have been given the opportunity to have this Agreement reviewed by independent
counsel.
In recognition of this fact, the parties hereto agree that they shall at no time
contest the fact that they executed this Agreement without fully understanding its
-22-
meaning. Each party, therefore, acknowledges that he and she fully understand the
facts and have been fully informed as to his or her legal rights and obligation, and
each party acknowledges and accepts that this Agreement is fair and equitable.
The parties agree that execution of this Agreement is made freely and
voluntarily is not the result of any collusion or improper or illegal agreement.
31. EXCLUSIVENESS OF THIS AGREEMENT: No modification of this
Agreement shall be effective unless embodied in a written agreement signed by the
parties. No failure to enforce any provision of this Agreement or waiver of any
breach of this Agreement shall be deemed a waiver of any provision or right
hereunder.
32. BINDING EFFECT: The parties hereto agree that this Agreement shall be
binding upon their heirs, legal representatives, administrators, and executors. Each
of the parties agrees for themselves, individually, and for their heirs, legal
representatives, administrators and executors that they will enter into and execute all
necessary papers, legal documents or whatever is required in order to carry out the
terms and provisions of this Agreement.
33. EFFECTIVE DATE: This Agreement shall become immediately effective
on the day when the party last signing it has done so. This Agreement is executed in
quadruplicate, and Wife and Husband, acknowledge the receipt of a duly executed
-23-
copy by the execution hereof.
34. IlVIPLEMENTATION DATE: The parties agree to take all steps necessary
to implement the provisions of this agreement within 30 days from the date of
execution.
-24-
IN WITNESS WHEREOF, the parties have hereunto set their hands and seal the day
and year first above written.
Witnesses: r
Terence Genji List
Barbara Jean oek~e
-25-
EXHIBIT "A"
PARENTING AGREEMENT
26
Terry List and Barbara Hoekje
Date: November 16, 2009
Mediator: Dana F. Goode, Psy.D.
We, Terry List and Barbara Hoekje, the parents of Alex (Date of Birth
8/15/92) enter into this agreement in order to better meet our parental
responsibilities and to safeguard our son's future development. We are writing this
so our son knows how valuable he is to both of us and how we both have worked
and will continue to work to keep him happy, safe, and healthy. We both recognize
that he wishes to love and respect both of us, regardless of our marital status or our
place of residence. We also recognize that his welfare can best be served by our
mutual cooperation as partners in parenting and by each of us providing an
environment in which he is loved and in which he belongs. Stability for our son
will be a primary consideration when making all decisions for each of our lives.
We jointly recognize that court proceedings regarding children and custody and
visitation matters can be detrimental to a child, and we therefore have decided to
resolve these questions ourselves, using this Parenting Agreement. We both
understand that as our son's needs and/or our circumstances change, we will alter
27
this Parenting Agreement to accommodate these changes.
Cooperative Parenting Strategies
Alex will benefit by seeing us working together on his behalf. By actively
cooperating and communicating with each other, we will set an example of how a
positive relationship can effectively solve problems in our family's life. Although
each parent will determine the rules for Alex's behavior when he resides with each
one of us, whenever possible we both agree to develop and follow common house
rules and guidelines, including discipline, homework/academic expectations, and
bedtime routines. We both agree that if a discipline problem arises with our son,
the non-resident parent will support the resident parent's stand. If the problem is
not resolved, the non-resident parent will support the resident parent's stand until
the problem can be discussed. We will keep our son from being in the middle of
any disagreement or misunderstanding by communicating directly with each other
and helping Alex to feel free to love and respect both of us. We will each
encourage him to speak about his difficulties to the other parent. We will not
participate in any angry feelings that our son has with the other parent. We will not
ask our son to keep secrets.
28
We recognize the importance of grandparents and other relatives' continued
involvement in Alex's life.
Legal Custody
Legal custody is the legal right to make major decisions affecting the best interests
of a minor child, including, but not limited to, medical, religious, and educational
decisions. Mother and Father agree that they shall have joint legal custody of Alex.
Specifically, Mother and Father agree to:
1. Notify the other parent promptly of any serious illness or accident which
requires medical attention.
2. Be able to authorize emergency medical treatment for Alex individually.
29
3. Communicate and exchange information with intent ofjoint-decision
making concerning Alex's wellbeing, education, moral-ethical-religious
training, and non-emergency healthcare.
4. Select all schools, healthcare providers, and counselors jointly.
5. Provide the other parent with the address and telephone number at which
their child resides, and to notify the other parent within one day of any
change of this address or telephone number.
6. Promptly share access to records and information (medical, dental,
counseling, and school) concerning their son. This includes but is not
limited to: copies of report cards, school meeting notices, school vacation
schedules, class programs, requests for conferences, results of
standardized or diagnostic tests, notices of activities involving Alex,
samples of school work, order forms for school pictures, all
communications for health care providers, etc.
7. Honor each other's parenting style and not interfere in the other parent's
style.
8. (a) Review the schedule and the Parenting Agreement at least every six
months, starting with six months after it is implemented, in order to
make any needed adjustments for development and changed
30
circumstances. (b) Make sincere efforts at compromising on any changes
to be made. Mother and Father agree that if they are not able to resolve a
conflict on their own, they will seek mutually agreed upon professional
counseling. If the conflict is still unresolved, it is mutually agreed to seek
mediation. Litigation will be a last resort in problem resolution.
9. Allow Alex unrestricted phone access to Mother and allow restricted phone
access to Father until Father has a permanent residence, at which time this
issue may be revisited by Mother and Father. (Contact between Alex and
his parents may also be by cell phone, a-mail, postal mail, beeper, etc.).
Parents will have reasonably unrestricted access to Alex by similar means.
In order to facilitate contact with him, Father agrees to give Mother the
phone number of someone who would be able to reach Father in the event
of an emergency. Father agrees to do so by November 17, 2009.
31
Physical Custody
Primary and partial physical custody refers to an arrangement in which a child
spends most of his time with one parent and a lesser amount of time with the other
parent. Both parents agree that it is in Alex's best interest for Mother to have
primary physical custody and Father to have partial physical custody.
Both parents realize that Alex needs stability and continuity in his living
arrangements. He needs a regular daily and weekly routine, one that is not filled
with alternating patterns and disruptions.
Mother and Father agree to discuss all major issues jointly and that day-to-day
decisions for Alex will be the responsibility of the parent in residence.
Mother and Father agree that the following schedule is subject to modification
when situations arise in which it is in Alex's best interest for such modification to
occur.
32
Alex will reside with Mother. He will spend time with Father at least once a week
at a regularly scheduled day/time that Father arranges with him. Alex may spend
time with Father at other times during the week as well. Father will initiate this
contact with Alex and will work around his schedule as necessary. Contact
between Alex and Father will not take place at Father's place of residence at this
time. When Father's living arrangement becomes more permanent, he will give his
address and phone number to Mother and Alex and will use discretion in discussing
the circumstances of his living arrangement with Alex. The physical custody
schedule, including the possibility of Alex staying with Father at his permanent
home, may be revisited by Mother and Father at that time. Mother and Father both
agree that Father and Alex may travel together: Alex may join Father on overnight
trips such as camping trips, trips to visit Father's family, and vacations.
Right of First Refusal -Mother will inform Father if she needs to travel .for work
and is unable to take Alex with her. Mother and Father will decide jointly about
Alex's care if such circumstances should arise. Possibly Father would stay with
Alex at Mother's house during part of Mother's absence. Mother and Father will
agree upon other people who would participate in Alex's caretaking in such a
situation.
33
New Relationships -- From this point forward, both parents agree not to introduce
Alex to anyone they are dating for at least one year from the date of their
separation. Alex will be introduced to a parent's new partner only if the
relationship is exclusive and considered to be long term. Both parents agree to
inform one another of their intention to inform Alex about their relationship prior to
informing him. Both parents agree to introduce Alex to their new partner in
incremental stages to assist him in his adjustment. Both parents agree to inform the
other parent prior to a partner spending overnight visits while Alex is in the parent's
custody. The parent involved in the relationship will discuss with Alex the idea of
his or her partner spending an overnight while he is there.
At the beginning of the summer of 2010, Father and Mother will talk about the
possibility of Alex meeting a partner of Father's. If Father and Mother are not both
in agreement about Alex meeting this person at that time, Father will wait until
September 2010. At that time, he will ask Alex if Alex feels ready to meet his
partner. He will be guided by Alex's response and his understanding of Alex's
developmental needs and readiness regarding this issue.
34
Barbara agrees not to pursue legal action if Terry does not accede to the terms
written in the section "New Relationships."
Holiday Schedule
Easter -Alex may spend Easter 2010 with Father. If that plan is changed, Alex
will spend Easter with Mother.
Mother's Day -Alex will be with Mother.
Father's Day -Alex will be with .Father.
Thanksgiving -Alex will be with Mother on Thanksgiving Day 2009. Father will
invite Alex to spend time together later in the Thanksgiving weekend,
Summer Vacation -Mother and Father will discuss Alex's summer plans as the
summer months draw closer. In general, Alex will be with Mother; however,
summer plans may include travel with Father and travel with Mother.
35
a
Alex's Birthday -Mother will plan an August 15, 2010 birthday celebration for
Alex. Father and Alex will plan how Alex would like to celebrate his birthday with
Father.
Mother's Birthday -Alex will be with Mother.
Father's Birthday -Alex will be with Father.
With the exception of the above-identified holidays, Alex will be with Mother for
the holidays. If Father would like Alex to be with him, he can let Mother know and
she will be open to any individual arrangements for any given holiday. Father and
Mother need to communicate holiday plans with one another at least one month
before each holiday.
Holidays which are not specified above but create three-day weekends will be spent
with the parent who has responsibility for Alex that weekend.
All holidays not otherwise specified will be spent with the parent who has physical
36
responsibility for Alex that day.
This holiday schedule takes precedence over the normal parenting schedule.
Vacation/Travel Schedule
Both parents agree to provide the destination of the vacation/trip, length of the
vacation/trip, location of accommodations including address and phone number,
and flight information (when applicable) to the other parent when taking Alex on
vacation or on any trip. Both parents' consent is needed for Alex to travel with
anybody other than Mother or Father. Both parents' consent is necessary for Alex
to miss school for vacation. Both parents' consent is needed for either parent to
take Alex on vacation or any travel in or outside the United States. The custodial
parent agrees to call the non-custodial parent to inform him/her that they have
arrived at their destination.
37
Each parent is entitled to uninterrupted custody of Alex for two weeks each year.
Each parentis entitled to no custody of Alex for one week each year. If Mother
goes out of town without Alex, she and Father will make mutually agreed upon
arrangements for proper supervision.
Vacation time will not impinge on holiday time with the other parent without the
express agreement of the other parent.
If either parent makes vacation plans that affect the day-to-day parenting plan, that
parent will respect the other parent by giving the other parent at least 30 days
notice.
Mother
3-Iz.- 2-oI6
Date
Father
~ -<2-~~
Date
38
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
SS
County of
On this, the ~~ day of/t/tU-z v~~i A.D., 2010, before me, the
subscriber, a Notary Public in and for the Commonwealth of Pennsylvania, the
undersigned officer, personally appeared Terence Genji List, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument and acknowledged that they executed the same for the purposes therein
contained.
_ ~
Terence Genji List
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal the
day and year first above written.
Notary Public
' C EALTH OF PENN3YL1/MNA
NOTARIAL SEAL
CYNTHIA ~ PENa. "lotary Public
tgwrer Moreland 1"wp., hlcnt:;omery County
' ien Expires December 4, 2010
39
w
u
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
SS
County of
On this, the i Z day of /t/t crr ~t A.D., 2010, before me, the
subscriber, a Notary Public in and for the Commonwealth of Pennsylvania, the
undersigned officer, personally appeared Barbara Jean Hoekje, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument and acknowledged that they executed the same for the purposes therein
contained.
Barbar Jean Hoekje
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal the
day and year first above written.
EgLTH OF PENNSYL-VM`M~-
NOTARIAL SEAL
CYNTHIA A. PENH. "rotary Public
~ TWp., Montgomery County Notary Public
' n Expires December a, 2010
40
Terence Genji List IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
V.
Barbara Jean Hoekje
: NO. 10-3009 Civil Term
DIVORCE DECREE
AND NOW, cIn of 1-1 010 , it is ordered and decreed that
Terence Genji List , plaintiff, and
Barbara Jean Hoekje , defendant, are divorced from the
bonds of matrimony.
Any existing spousal support order shall hereafter be deemed an order for
alimony pendente lite if any economic claims remain pending.
The court retains jurisdiction of any claims raised by the parties to this action
for which a final order has not yet been entered. Those claims are as follows: (If no
claims remain indicate "None.")
None
By the Court,
Attest: J.
f
?rothonotary
/ H64-?