HomeMy WebLinkAbout05-2647
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GERARD R. RAIMONDI,
Plaintiff
IN THE COURT OF COMMON P1.EAS
OF CUMBERLAND COUNTY,
I'''NNSYLV AN1A
CIVIL ACTION - LAW
vs.
MINDY RAIMONDI,
: IN DIVORCE
: NO. {J) - ,..JiRl/) Ctt.J
NOTICE
Defendant
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 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 tor any other claim or relief requested by the PlaintitT. You may lose money or property or
other rights important to you.
YOU SHOULD lAKE THIS PAPER 10 YOUR LA WYER A 1 ONCE. IF YOU DO NOT
HAVE A LAWYER GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW. THIS
OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER. THIS OFFICE MAYBE ABLE TO
PROVIDE YOU WITH INFORMA lION ABOUT AGENCIES TI-IA T MAY OFFER LEGAL
SFRVTrFS TO Fl W,lRl F PFRSONS AT A RFnT 1('Fn FFF OR NO FFF
Cumberland County Bar Association
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Carlisle, PA 17013
(717) 249-3166
V.
MINDY RAIMONDI,
DEFENDANT
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
CIVIL ACTION LAW
IN DIVORCE
no.
GERARD R. RAIMONDI,
PLAINTIFF
AVISO PARA DEFENDER Y RECLAMAR DERECHOS
USTED HA SIDO DEMANDADO EN LA CORTE. Si desea defenderse de las
quejas expuestas en las paginas siguientes, debe tomar acci6n con prontitud. Se Ie avisa que
si no se defiende, el caso puede proceder sin usted y decreto de divorcio 0 anulamiento puede
ser emitido en su contra por la Corte. Una decision puede tambien ser emitida en su contra
por cualquier otra queja 0 compensaci6n reclamados por el demandant. Usted puede perder
dinero, 0 propiedades u otros derechos importantes para usted.
Cuando la base para el divorcio es indignidades 0 rompimiento irreparable del
matrimonio, usted puede so\icitar consejo matrimonial. Una \ista de consejeros
matrimoniales esta disponible en la oficina del Prothonotry, en la York County Courthouse,
28 East Market Street, York, Pennsylvania, 17401.
SI USTED NO RECLAMA PENSION ALIMENTICIA, PROPIEDAD MARITAL
HONORARIOS DE ABOGADO U OTROS GASTOS ANTES DE QUE EL DECRETO
FINAL DE DIVORCIO 0 ANULAMIENTO SEA EMITIDO, USTED PUEDE PERDER
EL DERECHO.~ RECLAMAR CUALQUlERA DE ELLOS.
USTED DEBE LLEV AR ESTE P APEL A UN ABOGADO DE INMEDlA TO. SI
NO TIENE 0 NO PUEDE PAGAR UN ABOGADO, VAYA 0 LLAME A LA OFlCINA .,
INDlCADA ABAJO PARA AVERIGUAR DONDE PUEDE OBTENER ASISTENCIA
LEGAL.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
(717) 249-3166
II
GERARD R. RAIMONDI,
Plaintiff
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
CIVIL ACTION - LAW
vs.
MINDY RAIMONDI,
: IN DIVORCE
. Nfl 05 - ;;"1/17 ~ ~,l;lA-
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COMPLAINT UNDER SECTION 3301(c)OF THE DIVORCE CODE
COUNT I
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AND NOW, this /q'l-h day of H~ .2005, comes the Plaintitr
Gerard R. Raimondi, by his attorney. Jane M. Alexander, Esquire. and files this Complaint
upon a cause of action of which the loll owing is a statement.
1. PlaintilTis Gerard R. Raimondi, who currently resides at 2101 East Coventry Lane,
Enola. Cumberland County, Pennsylvania 17025.
2. Defendant is Mindy Raimondi, who cUlTently resides at2101 East Coventry Lane,
Enola, Cumberland County. Pennsylvania 17025.
3. Plaintiff has becn a bona tide resident in the Commonwealth for at least six months
immediately previous to the filing of this Complaint.
4. The PlaintitTand Defendant were married on December 14,2002 at Lindenhurst,
New York.
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5. There were no children born between the parties during the marriage.
6. There have been no prior actions of divorce or lor annulment between the parties.
7. The parties have not entered into a written agreement as to alimony. counsel fees.
cost and property division.
S. PlaintilT has been advised that counseling is available and that Plaintiff may have the
right to request that the court require the parties to participate in counseling.
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WHEREFORE, the Plaintiff prays your Honorable Court to enter a Decree of Divorce
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from the bonds of matrimony.
COUNT II
] O. The allcgations of Paragraph one (1) through nine (9) are incorporated herein by
reference and made a part hercof.
II. During the marriage, Plaintiff and Defendant have acquired various itcms of marital
property, hoth real and personal, which are suj)ject to equitable distribution under Chapter 35 of
the Divorcc Code.
WHEREFORE. the Plaintiff prays your Honorable Court to enter a Decrec of Divorce
from the bonds of matrimony.
Respectfully submitted,
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VERIFICATION
I verifY that the statements made in this Complaint are true and conect. I understand
that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904
relating to un-sworn falsification to authorities.
Date:
5 IN ID5
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j.ola.'f ~I./v"",-L .
Gerard Raimo 1
II
II
COMMONWEALTH OF PENNSYLVANIA
S.S.
COUNTY OF CUMBERLAND
Before me, the undersigned officer, a Notary Public, in and for the said Commonwealth
and County. personally appeared Gerard Raimondi who, being aftirmed according to law,
deposes and says that the facts and matters set forth in the foregoing Complaint are true and
conect to the best of his knowledge. information and belief.
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Gerard Raimondi I
Sworn to and s~~~ribed before
me is 1'1'1%1 day of
,2005.
Notarial Seal
Leslie K. Neidig, Notary Public
Wamngton Twp. YOrl< County
My CommiSSJ"" Ex!>,.. Feb. 4. 2007
Member. Pennsylvania ASSOCIatIOn Of Notaries
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GERARD R. RAIMONDI,
Plaintiff
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PA
VS.
NO. 05-2647 CIVIL ACTION LAW
MINDY RAIMONDI,
Defendant
IN DIVORCE
AFFIDAVIT OF SERVICE
AND NOW, this /5.;1, day of a~ , 2005 personally
appeared Jane M. Alexander, Esquire who swears ~ to law, that a true and correct copy
of a COMPLAINT IN DIVORCE was caused to be served by certified mail with return receipt
requested upon the said,
MINDY RAIMONDI
2101 EAST COVENTRY
ENOLA, P A 17025
on May 23, 2004 by leaving the same at the Dillsburg Post Office with postage pre-paid
thereon as evidenced by the mailing receipt and return receipt hereto attached and made a part
hereof.
I
ane M. Alexan er, Esquir
Attorney J.D. #0 355
148 S. Baltimore Street
Dillsburg, PA 17019-0421
(717) 432-4514
Sworn and subs~bed before
me t . day of
,2 5. ,
Notarial Seal
Leslie K. Neidig, Notary Public
Warrington Twp, Vert< county
My Commission E>q:llres Feb. 4, 2007
Member, P_nl'isylvAnia Assoelatlon Of Notaries
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GERARD R. RAIMONDI,
Plaintiff
VS.
MINDY RAIMONDI,
Defendant
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PA
NO. 05-2647 CIVIL ACTION LAW
IN DIVORCE
PROOF OF SERVICE
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CERTIFIED MAIL RECEIPT
(Domestic Mail Only; No Insurance Coverage Provided)
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so that we can return the card to you.
· Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Micle
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&1oldt PA 170cl5
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
GERARD R. RAIMONDI
Plaintiff
v.
MINDY RAIMONDI
Defendant
: NO. 05-2647
: CIVIL ACTION - LAW
: IN DIVORCE
PRAECIPE FOR ENTRY OF APPEARANCE
To the Prothonotary:
Enter my appearance on behalf of Mindy Raimondi.
Papers may be served at the address set forth below:
Date: August 4, 2005
Diane G. Radcliff, Esquire
I.D. No. 32112
3448 Trindle Road
Camp Hill, PA 17011
(717) 737-0100
Fax: (717) 975-0697
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
GERARD R. RAIMONDI
Plaintiff
v.
: NO. 05-2647
. CIVIL ACTION. LAW
: IN DIVORCE
MINDY RAIMONDI
Defendant
MARITAL AGREEMENT
BETWEEN
GERARD R. RAIMONDI
AND
MINDY S. RAIMONDI
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TABLE OF CONTENTS
INTRODUCTION ....... .......... '.' ... .... ... ..... ... ... ...... ... ... .'. ........ 1
SECTION I
General Provisions............................................................. 1
SECTION "
Distribution of Property and Debts........................................... 6
SECTION 1/1
Counsel Fees, Support, Alimony, Health insurance ....................... 12
SECTION IV
Closing Provisions and Execution............................................ 12
NOTARy.......................................................................... 14
EXHIBIT "A"
Marital Distribution Schedule... ,., ....... ........... ......... ............ .... 15
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INTRODUCTION
THIS AGREEMENT made this 21st day of March, 2006, by and between Mindy S.
Raimondi, ("Wife") of 2101 East Coventry Lane, Enola, PA 17025, and Gerard R. Raimondi,
("Husband") of 2101 East Coventry Lane, Enola, PA 17025.
WITNESETH:
WHEREAS, the parties hereto are husband and wife, having been married on [December
14,2002 in Suffolk County, New York, and were separated on May 18, 2005 (divorce action filing
date).
WHEREAS, diverse and unhappy differences, disputes and difficulties have arisen
between the parties and it is the intention of Husband and Wife to live separate and apart for
the rest of their natural lives, 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; the 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 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, Wife and Husband, each intending
to be legally bound hereby, covenant and agree as follows:
SECTION I
GENERAL PROVISIONS
1.01. INCORPORATION OF PREAMBLE. The recitals set forth in the Preamble of this
Agreement are incorporated herein and made a part hereof as if fully set forth in the
body of the Agreement.
1.02. DIVORCE DECREE. The parties acknowledge that their marriage is irretrievably broken
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and that they will secure a mutual consent no-fault Divorce Decree in the above
captioned divorce action. Upon the execution of this Agreement, the parties shall
execute and deliver to Husband's attorney their respective Affidavits of Consent and
Waivers of Notice. Within five (5) business days of receipt of those signed Affidavits and
Waivers, Husband's attorney will file all the remaining documents necessary to secure
the entry of the Divorce Decree at Husband's sole cost and expense.
If either party has filed a counterclaim, counter-affidavit, or any claim for economic
relief, he or she agrees that any such claims have been fully resolved by virtue of this
Agreement, and he or she shall withdraw any such claims and, if necessary, shall take
such further steps as may be necessary to allow for a prompt finalization of any divorce
action between the parties.
1.03. EFFECT OF DIVORCE DECREE. INCORPORATION AND MERGER. The terms of this
Agreement shall be incorporated into any Divorce Decree which may be entered with
respect to them. This Agreement shall not, however, merge with the Divorce Decree,
but rather, it shall continue to have independent contractual significance and each party
shall maintain their contractual remedies as well as Court remedies as the result of the
aforesaid incorporation or as otherwise proVided by law or statute. 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.
1.04. DATES. The "date of execution", "execution date" or "date of this Agreement" shall be
defined as the date of execution by the party last executing this Agreement.
1.05. ADVICE OF COUNSEL. The provisions of this Agreement and their legal effect have been
fully explained to the parties by their respective counsel, Jane M. Alexander, Esquire for
Husband, and Diane G. Radcliff, Esquire, for Wife. The parties acknowledge that they
have received independent legal advice from counsel of their selection and that they
fully understand the facts and have been fully informed as to their legal rights and
obligations. They acknowledge and accept that this Agreement is, under the
circumstances, fair and equitable and that it is being entered into freely and voluntarily
after having received such advice and with such knowledge, and that execution of this
Agreement is not the result of any duress or undue influence and that it is not the result
of any collusion or improper or illegal agreement or agreements.
1.06. FINANCIAL DISCLOSURE. The parties confirm that each has relied on the substantial
accuracy of the financial disclosure of the other as an inducement to the execution of
this Agreement, and each party acknowledges that there has been a full and fair
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disclosure of the parties' marital assets and debts and the parties' respective incomes,
which has been provided to each party
1.07. DISCLOSURE AND WAIVER OF PROCEDURAL RIGHTS. Each party understands that he
or she has the right: (1) to obtain from the other party a complete inventory or list of
all of the property that either or both parties own at this time or owned as of the date
of separation; (2) to have all such property valued by means of appraisals or otherwise;
(3) to compulsory discovery to assist in the discovery and verification of facts relevant
to their respective rights and obligations, including the right to question the other party
under oath; and (4) to have a Court hold hearings and make decisions on the matters
Covered by this Agreement, which Court decision concerning the parties' respective
rights and obligations might be different from the provisions of this Agreement. Given
said understanding and aCknowledgment, both parties hereby waive the foregoing
procedural rights.
1.08. BANKRUPTCY. The parties hereby agree that the provisions of this Agreement shall not
be dischargeable in bankruptcy and expressly agree to reaffirm any and all obligations
contained herein. In the event a party files such bankruptcy and pursuant thereto
obtains a discharge of any obligations assumed hereunder, the other party shall have the
right to declare this Agreement to be null and void and to terminate this Agreement in
which event the division of the parties' marital assets and all other rights determined by
this Agreement shall be subject to Court determination the same as if this Agreement
had never been executed by the parties.
1.09. MUTUAL RELEASES. Except as other wise expressly provided in this Agreement, Husband
and Wife each do hereby mutually remise, release, quitclaim and forever discharge the
other and the estate of SLlch other, for all time to come, and for all purposes
whatsoever, of and from the following:
A. Claims Al!ainst Prooertv or Estate: Any and all right, title, interest and/or claims
in or against the other party, 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 situate, which he or she now has or at any time
hereafter may have against such other party, the estate of such other party or the
property of the other party or any part thereof, whether arising out of any former
acts, contracts, engagements or liabilities of such other.
B. Life Time Conveyances: The right to treat a lifetime conveyance by the other as
testamentary, or all other rights of a surviving spouse to participate in a deceased
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spouse's estate, whether arising under the laws of (i) the Commonwealth of
Pennsylvania, (ii) State, Commonwealth or Territory of the United States, or (iii)
any other country;
C. Marital Rights: Any rights which either party may have or at any time hereafter
have for past, present or future support or maintenance, alimony, alimony
pendente lite, counsel fees, equitable distribution, costs or expenses, whether
arising as a result of the marital relation or otherwise.
D. Breach Exceotion: The foregoing shall not apply to 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 the intention of Husband and Wife
to give to each other by the execution of this Agreement a full, complete and
general release with respect to any and all property of any kind or nature, real,
personal or mixed, which the other now owns or may hereafter acquire, except
and only except, all rights and agreements and obligations of whatsoever nature
arising or which may arise under this Agreement or for the breach of any
provisions thereof.
1 .10. WAIVER OR MODIFICATION. No modification or waiver of any of the terms hereof shall
be valid unless in writing and signed by both parties and no waiver of any breach hereof
or default hereunder shall be deemed a waiver of any subsequent default of the same
or similar nature.
1.11. MUTUAL COOPERATION. Each party shall, at any time, and from time to time hereafter,
and within five (5) business days of request, take any and all steps and execute,
acknowledge and deliver to the other party, any and all further instruments and/or
documents that the other party may reasonably require for the purpose of giving full
force and effect to the provisions of this Agreement.
1.12. 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.
1.13. INTEGRATION, This Agreement constitutes the entire understanding of the parties and
supersedes any and all prior agreements and negotiations between them. There are no
representations or warranties other than those expressly set forth herein.
1.14. BREACH. If for any reason either Husband or Wife fails to perform his or her obligations
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owed to or for the benefit of the other party and/ or otherwise breaches the terms of this
Agreement, then the other party shall have the following rights and remedies:
A. Divorce Code Remedies: The right to all remedies set forth in Section 3502(e) of
the Pennsylvania Divorce Code, 23 PA. C.S.A. 3502(e), and any additional rights
and remedies that may hereafter be enacted by virtue of the amendment of said
statute or replacement thereof by any other similar laws.
B. Damal!es: The right to damages arising out of breach of the terms of this
Agreement, which damages shall include reimbursement of all reasonable
attorney's fees and costs incurred as the result of the breach and in bringing the
damage action.
C. Other Remedies: Any other remedies provided for in law or in equity.
D. Considerations for Reasonable Attorneys Fees: Any award of "reasonable
attorneys fees" as used in this paragraph shall be based on consideration of (1)
the hourly rate charged; (2) the services rendered; and (3) the necessity of the
services rendered. Determination of reasonableness shall not take into
consideration the amount or nature of the obligation sought to be enforced or any
possibil ity of settlement for less than the obI igation sought to be enforced by the
non-breaching party.
E. Breach Notice: In the event of an alleged breach of any term of this Agreement,
the aggrieved party shall provide written notice to the breaching party and his or
her counsel of his or her intent to take action to enforce his or her rights under
the Agreement and to remedy such breach. The breaching party shall have a
period of fifteen (15) days from the mailing of such notice to cure the alleged
breach prior to the institution of any proceedings of any nature for enforcement
of this Agreement.
1.15. INCOME TAX MATTERS. With respect to income tax matters regarding the parties the
following shall apply:
A. Prior Returns: The parties have heretofore filed joint federal and state returns.
Both parties agree that in the event any deficiency in federal, state or local
income tax is proposed, or any assessment of any such tax is made against either
of them arising out of such jOint filing, each will be responsible for payment of
half of such tax and any interest, penalty or other expense arising therefrom and
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shall indemnify and hold harmless the other from and against any loss or liability
as a result thereof.
B. Current Returns: The parties shall file individual tax returns for the current 2006
tax year and for every tax year hereafter.
C. Preservation of Records: Each party will keep and preserve for a period of three
(3) years from the date of their divorce all financial records relating to the
marital estate, and each party will allow the other party access to those records
as may be reasonably necessary from time to time.
1.16. EFFECT OF RECONCILIATION. This Agreement shall remain in full force and effect even
if the parties reconcile, cohabit as Husband and Wife or otherwise, or attempt a
reconciliation. This Agreement shall continue in full force and effect and there shall be
no modification or waiver of any of the terms hereof unless the parties, in writing,
signed by both parties, execute a statement declaring this Agreement or any term of this
Agreement to be null and void.
SECTION "
DISTRIBUTION OF PROPERTY
2.01. FINAL EOUITABLE DISTRIBUTION OF PROPERTY. . The parties acknowledge that it is
their intent to distribute their marital assets and debts in accordance with the marital
distribution schedule attached hereto, marked Exhibit "A" Tables A-1 and A-2 and made
a part hereof, under the terms and conditions herein set forth. The parties agree that
the division of all property and debts set forth in this Agreement is equitable and in the
event an action in divorce has been or is hereafter commenced, both parties waive and
relinquish the right to divide and distribute their assets and debts in any manner not
consistent with the terms set forth herein and further waive and relinquish the right to
have the Court equitably divide and distribute their marital assets and debts. It is
further the intent, understanding and agreement of the parties that this Agreement is
a full, final, complete and equitable property division.
2.02. DISTRIBUTION OF PROPERTY AND DEBTS. The parties' marital assets and debts shall
be divided and distributed as follows:
A. Personal Prooerty: The parties' tangible personal property including, but without
limitation with specific reference to, jewelry, clothes, furniture, furnishings,
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rugs, carpets, household equipment and appliances, tools, pictures, books, works
of art and other personal property ("the Personal Property") shall be divided and
distributed as follows:
1. To Wife: All items of personal property in the possession of Wife, not
otherwise distributed to Husband herein, as previously agreed upon by the
parties.
2. To Husband: All items of personal property in the possession of Husband,
not otherwise distributed to Wife herein, as previously agreed upon by the
parties.
B. Vehicle(s)and Vehicle Loan(s): The parties' vehicles, boats, snowmobiles,
motorcycles, trailers, campers and the like owned by one or both of the parties,
or the trade in value thereof if the Vehicles have been sold or traded in prior to
the date of this Agreement ("Vehicles"), and loans associated therewith, shall be
divided and distributed as follows:
1. To Wife: Wife's 1999 Pontiac Sunfire (premarital).
2. To Husband: Husband's 1997 Chevrolet Cavalier (premarital).
C. Accounts: The parties' bank accounts, certificates of deposit, and other
monetary deposits, ("the Accounts") shall be divided and distributed as follows:
1. To Wife: The funds received by Wife from the prior division of the
parties' joint Commerce Bank checking and savings accounts.
2. To Husband: The funds received by Husband from the prior division of the
parties' joint Commerce Bank checking and savings accounts and the
balance in Husband's EDS checking and savings accounts #2007.
D. Investments. The parties' shares of stock, brokerage accounts and other
investments (the "Investments") shall be divided and distributed as follows:
1. To Wife: Wife's Commerce Bank stock.
2. To Husband: Husband's IBM ESPP #4250 and Husband's IBM stock options.
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E. Life Insurance: The parties' life insurance policy and the cash value thereof shall
be divided and distributed as follows:
1. To Wife: Wife's State Farm life insurance policy and the cash value
thereof, if any.
2. To Husband: Husband's State Farm life insurance policy and the cash
value thereof, if any.
F. Retirement Plans: The parties' Pension Plan, Retirement Plan, IRA Account, Profit
Sharing Plan, 401-K Plan, Keogh Plan, Stock Plan, Tax Deferred Savings Plan, any
employee benefit plan and/or any other retirement type plans (the "Retirement
Plans") shall be divided and distributed as follows:
1. To Wife: Wife's Commerce Bank 401 K Plan; and Wife's Commerce Bank roll
over IRA account. In addition to effectuate the over all 55/45 division of
retirement plans (See Line 23 of Table A-2 of Exhibit "A" Marital
Distribution Schedule) Wife shall receive the amount of $22,539.00 from
Husband's IBM Savings Plan, together with all earnings or loss thereon as
the result of investment on or after March 21, 2006. That payment shall
be a tax free roll over of benefits to wife from husband's IBM Savings Plan
into an IRA account for wife pursuant to a QDRO to be entered in the
aforesaid divorce action. Wife's Attorney shall prepare that QDRO.
2. To Husband: Husband's IBM Pension; Husband's IBM Savings Plan, less the
amount to be djstributed to wife pursuant to the foregoing subparagraph
1; Husband's EDS 401 K.
G. Real Estate: Subiect to the provisions of paragraph 2.02.H., the proceeds from
the sale of the parties' jointly owned real estate known and numbered as 2101
East Coventry Lane, Enola, PA 17025, ("the Real Estate"), encumbered with a
mortgage owed to Sun Trust, ("the Mortgage"), shall be divided and distributed
in accordance with the fOllowing, listed in order of priority of payment:
A. Mortllalle: The then existing outstanding balance owed on the
Mortgage.
B. Pavment of Wife's Attornevs Fees: Payment of the amount of
$200.00 for the attorneys fees and costs incurred by Wife arising out
- 8 -
~
of the Sale of the Real Estate.
C. Payment to Wife: Payment to Wife of 50% of the remaining balance
plus the amount of $3,275.00 (which amount is the amount
necessary to effectuate an overall 45/55 division of the parties' non-
retirement marital assets and debts weighted in Wife's favor _ See
Line 23 of Table A-1 of Exhibit "A" Marital Distribution Schedule) to
Wife;
D. Payment to Husband: Payment to Husband of 50% of the remaining
balance minus the amount of $3,275.00 (which amount is the
amount necessary to effectuate an overall 45/55 division of the
parties' non-retirement marital assets and debts weighted in Wife's
favor - See Line 23 of Table A-1 of Exhibit "A" Marital Distribution
Schedule).
H. Monetary Payment: In lieu of the payment of alimony or support or in the form
of non-taxable alimony, Husband shall pay wife the amount of $32,000.00. Said
$32,000.00 shall be paid to Wife from Husband's remaining share of the proceeds
from the sale of the Real Estate to the extent the same has not been used to fund
the $3,275.00 payment to Wife as specified in subparagraph 2.02 G.
I. Debts: The parties' marital debts, loans, credit cards and other obligations, not
otherwise divided and distributed herein, shall be divided and distributed as
follows:
1. To Wife: Wife shall be solely liable for and shall timely pay any credit
cards, loans, debts and liabilities incurred in Wife's individual name.
2. To Husband: Husband shall be solely liable for and shall timely pay any
credit cards, loans, debts and liabilities incurred in Husband's individual
name.
2.03. MISCELLANEOUS DISTRIBUTION PROVISIONS: The following miscellaneous provision shall
apply to the distribution of the parties' marital assets and debts:
A. Final Eauitable Distribution of Prooerty: The division and distribution of all
property and debts set forth in this Agreement is equitable and in the event an
action in divorce has been or is hereafter commenced, both parties waive and
---
- 9-
-..
~
relinquish the right to divide and distribute their assets and debts in any manner
not consistent with the terms set forth herein and further waive and relinquish
the right to have the Court equitably divide and distribute their marital assets and
debts. It is further the intent, understanding and agreement of the parties that
this Agreement is a full, final, complete and equitable property division.
B. As Is Condition: Except as otherwise specifically herein provided, and with
respect to the transfer of any tangible assets provided for in this Marital
Agreement, the parties acknowledge that he or she have had the opportunity to
inspect and view the assets that he or she is to receive as his or her sole and
separate property and he or she is fully aware of the condition of such tangible
asset and is receiving those assets in "as is" physical condition, without warranty
or representation by or from the other party.
C. Title Transfer: If appropriate, for effectuating the transfers as herein provided,
those titles shall be executed and delivered to the appropriate party on the date
of this Agreement, unless another date is provided herein.
D. Personalty Transfer: if either party is entitled to any items of personal property
in the possession of the other party as of the date of this Agreement, the parties
shall promptly make arrangements so as to permit that party to remove the items
of property from the other party's possession no later than thirty (30) days from
the date of this Agreement.
E. Waiver. Each of the parties specifically waives, releases, renounces and forever
abandons whatever right, title and interest they may have in any property that
is to become the sole and separate property of the other party pursuant to the
terms of this Agreement.
F. Liens: in the event any asset is subject to a lien or encumbrance the party
receiving the asset as his or her property shall take it subject to said lien and/or
encumbrance and shall be solely responsible and liable therefor.
G. Debt Balances and Prior Payments: Any debt herein described shall be deemed
to include the current balance owed on the debt. Unless otherwise herein
specifically provided, there shall be no adjustment in the distribution provisions
for the payment of any portion of the marital debts prior to the execution of this
Marital Agreement, whether or not that debt or the prior payment thereof is
specifically referenced in this Paragraph, said payment having been taken into
-]0 -
--
consideration in determining the distribution of marital assets and debts herein
provided.
H. Indemnification: Any party assuming an obligation pursuant to the terms of this
Agreement shall indemnify, protect and hold the other party harmless from and
against all any and all liability thereunder, including, but not limited to, any
attorney's fees and costs incurred by the other party as the result of defending
against the obligation and/or enforcing the Provisions of this indemnification.
I. Cancellation of Joint Debts: Any joint debt shall be canceled so that neither
party can make any further charges thereunder, and if said charges are made in
violation of this Agreement, then the party incurring said charge shall
immediately repay the same.
J. Non-Disclosed Liability: Any liability not disclosed in this Agreement shall be the
sole responsibility of the party who has incurred or may hereafter incur it, and the
party incurring or having incurred said debt shall pay it as it becomes due and
payable.
K. No Further Joint Deb.!;: From the date of this Agreement, each party shall only
use those credit accounts or incur such further obligations for which that party is
individually and solely liable and the parties shall Cooperate in closing any
remaining accounts which provide for joint liability.
K. No Additional Debt: Each party represents and warrants to the other party that
since the separation he or she has not, and in the future he or she will not,
contract or incur any debt or liability for which the other party or the other party
or the other party's estate might be responsible.
-11-
SECTION III
COUNSEL FEES. SPOUSAL SUPPORT,
APL. ALIMONY. AND HEALTH INSURANCE
3.01. WAIVER OF COUNSEL FEES. The parties hereto agree and do hereby waive any right
and/or claim each may have, both now and in the future, against the other for counsel
fees, costs and expenses.
3.02. ALIMONY. APL. AND SUPPORT. The parties hereto agree and do hereby waive any right
and/or claim they may have, both now and in the future, against the other for alimony,
alimony pendente lite, spousal support and maintenance.
3.03. HEALTH INSURANCE. Any party carrying health insurance on the other party shall
continue to provide health insurance coverage on the other party until the date of the
entry of the Divorce Decree. The party for whom that health insurance is provided shall
be entitled to elect Cobra coverage under the other party's employment policy in
accordance with federal Rules and regulations provided that he or she shall be solely be
responsible for the payment of the costs and premiums therefor.
SECTION IV
CLOSING PROVISIONS AND EXECUTION
4.01. COUNTERPARTS. This Agreement may be executed in counterparts, each of which shall
be deemed to be an original, but all of which shall constitute one and the same
agreement.
4.02. FACSIMILE SIGNATURE. Each party agrees to accept and be bound by facsimile
signatures hereto.
4.03. BINDING EFFECT. By signing this agreement, each party acknowledges having read and
understood the entire agreement, and each party acknowledges that the provisions of
this agreement shall be as binding upon the parties as jf they were ordered by the Court
after a full hearing.
IN WITNESS WHEREOF, the parties hereto, intending to be legally bound hereby, have signed
- 12-
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~
sealed and acknowledged this Agreement the day and year below written, which Agreement has
been executed in various counterparts, each of which shall constitute an original.
WITNESS:
-......
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GERARD R. RAI ONDI
Date: ~ -;). r - O~
(SEAL)
(SEAL)
Date:
- 13-
--
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55.
On this the 21st day of March, 2006, before me the undersigned officer, personally
appeared, Gerard R. Raimondi, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within Agreement, and acknowledged that he executed the same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
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COMMONWEl\L'_i i-~_.'~:",_ ,\lSYiYt~i~_t\
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Notarial Se;,
Diane G. R;ldditf, Notary r-'~::',-,
Camp Hill Boro, _C(~~lherl,ar1(1 >""':',;
My C ,fnrnissk)r~ '_~_,~~_I..:...:~__
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55.
On this the 21st day of March, 2006, before me the undersigned officer, personally
appeared, Mindy S. Raimondi, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within Agreement, and acknowledged that she executed the same
for the purposes therein contained.
IN WITNESS WHEREOF, I h ve
nto set my h
d notarial seal.
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EXHIBIT "A"
A B
Ln B. Ref
No
EXHIBIT "A-1"
RAIMONDI MARITAL DISTRIBUTION SCHEDULE - NON RETIREMENT ASSETS
c
D
DIAN
E
F
G H
Description
Gross Value
Distribution
Value
Distribute To Distribute To
Husband Wife
7 /NV-1 H's IBM ESPP #1559444250 DOS 513. 05,( 9,564
8 /NI'-1 H's IBM ESPP DOS 1213.02,( (3,667)
9 /NV-1 Marital share of H's IBM ESPP 5,897
10 /NV-2 W's Commerce Stock DOS 92805,( 646
11 /NV-3 H's IBM Stock Options DOS ,( TBD
12 /NV-3 H's IBM Stock options DOM ,( TBD
13 /NV-3 Marital Share of H's IBM Stock TBD
options
14
15 A-1 H's EDS Account #2007 Savings
16 A-1 H's EDS Account #2007 Checking
17 A-1 H's EDS Account #2007
18 TOTALS
19 Total of Assets and Liabilities 7,130 6,483 646
20 ADJUSTMENT FOR OVERALL 45/55 DIVISION
21 Totals from above 7,130 6,483 646
22 Less Amount Due in 45/55 Division 3,208 3,921
23 Adjustment Figure for 45/55 (3,275) 3,275
--
Exhibit "A-Z"
RAIMONDI MARITAL DISTRIBUTION SCHEDULE - RETIREMENT ASSETS
A 8 C 0 E F G H
Ln B. Ref Description DIAN Gross Value Distribution Distribute To Distribute To
No ,3~~";
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5 R-t H's IBM Pension Plan DOS 5.31.05,{ 18,093
6 R-t H's IBM Pension Plan DaM 123102,{ (5,274) /LL/ VLL6 VLL6
7 R-t Marital Share of H's IBM Pension -- 12,819 12,819 12,819
8 R-2 H's IBM Savings Plan DOS 520.05,{ 41,872 V~ f'LLLL LL&
9 R-2 H's IBM Savings Plan DaM 1231.02,{ (14,289) ~ LLL/ ~LLL LLL/
10 R-2 Marital Share of H's IBM Savings -- 27,583 27,583 27,583
Plan
11 R-3 H's EDS 401K DOS 52005,{ 9,678 ~LLL ~ UR
12 R-3 H's EDS 401K DaM 1214.02,{ (7,527) //// //// V//L
13 R-3 Marital Share of H's EDS 401 K -- 2,152 2,152 2,152
14 R-4 Wife's Commerce 401 K 520.05,{ 1,920 1,920 1,920
15 R-5 W's Commerce IRA DOS 517.05,{ 553 ,r~ ~LL LLLL
16 R-5 W's Commerce IRA DaM Roll Over 1231.02,{ (549) 'l//L LLLL LLLL
17 R-5 Marital Share of W's Commerce h 4 4 4
IRA
18 TOTALS
19 Total of Assets and Liabilities 44,478 42,554 1,924
20 ADJUSTMENT FOR OVERALL 45/55 DIVISION
21 Totals from above 44,478 42,554 1,924
22 Less Amount Due in 45/55 Division 20,015 24,463
23 Adjustment Figure for 45/55 (22,539) 22,539
Notes:
1. The $3,275 non-retirement plan adjustment payment due Wife as set forth in Table A-1 shall be
paid to her from Husband's share of the marital home sales proceeds.
2. The $22,539 retirement plan adjustment payment shall be paid to wife from husband's
Husband's IBM Savings Plan in the form of a tax free roll over of retirement benefits by QDRO.
3. There is a $32,000 monetary payment in lieu of alimony to be paid to Wife from Husband's share
of the marital home sales proceeds.
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PA.
vs.
NO. 05-2647
MINDY RAIMONDI,
Defendant
CIVIL ACTION-LAW
IN DIVORCE
I
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II AFFIDA VIT OF CONSENT
ii
II I. A Complaint in Divorce under Section 330l(c) of the Divorce Code was filed on May
II 20,2005.
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II 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days
II have elapsed from date of filing and service of the Complaint.
II 3. I consent to the entry of a final decree of divorce after service of notice of intention to
I request entry of the decree.
I I verify that the statements made in the Affidavit are true and correct. I understand that
talse statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to
unsworn falsification to authorities.
Date: 5- ~().-J0:)(,
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, P A.
vs.
NO. 05-2647
': MINDY RAIMONDI,
Defendant
CIVIL ACTION-LAW
IN DIVORCE
AFFIDA VIT OF CONSENT
I. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on May
I 20,2005.
2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days
,
I: have elapsed from date of filing and service of the Complaint.
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II 3. I consent to the entry ofa final decree of divorce after service of notice of intention to
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I.
i I I verify that the statements made in the Affidavit are true and correct. J understand that
ii
If false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to
II unsworn falsification to authorities.
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Plaintiff
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, P A.
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II MINDY RAIMONDI,
II Defendant
II
II
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II
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vs.
NO. 05-2647
CIVIL ACTION-LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION
TO ID:OUEST ENTRY OF A DIVORCE DECREE
UNDER CODE SECTION 3301(C) OF THE DIVORCE CODE
I. I consent to the entry of a final decree of divorce without notice.
2. I understand that 1 may lose rights concerning alimony, division of property, lawyer's
fees or expenses ifI do not claim them before a divorce is granted.
3. I understand that I will not be divorced until a divorce decree is entered by the Court
and that a copy of the decree will be sent to me immediately after it is filed with the
Prothonotary .
I verity that the statements made in this affidavit, are true and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to
unsworn falsification to authorities.
Date: ;3 '0;:)0- ~ rob
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Gerard R. Raimo dl
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II Defendant
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/i 2. I understand that I may lose rights concerning alimony, division of property, lawyer's
!I fees or :xpenses if I do not clai~ them be~ore a divorce is granted. .
I J. I understand that I wIll not be dIvorced untrl a dIvorce decree IS entered by the Court
i and that a copy of the decree will be sent to me immediately after it is filed with the
,
II Prothonotary.
II I verify that the statements made in this affidavit, are true and correct. ] understand that
I tilise statements herein are made subject to the penalties of ] 8 Pa. C.S. Section 4904 relating to
unsworn falsification to authorities.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PA.
vs.
NO. 05-2647
CIVIL ACTION-LAW
IN DIVORCE
WAIVER OF NOTICE OF INTENTION
TO REOUEST ENTRY OF A DIVORCE DECREE
UNDER CODE SECTION 3301((:) OF THE DIVORCE CODE
I. I consent to the entry of a final decree of divorce without notice.
Date:
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IN THE COURT OF COMMON PLEAS OF YORK COUNTY, PENNSYLVANIA
GERARD R. RAIMONDI,
PLAINTIFF
NO. 05-2647
VS.
MINDY RAIMONDI,
DEFENDANT
ACTION 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:
I. Ground for divorc<:: irretrievable breakdown under Section 330 I (C) of the Divorce Code.
2. Date and manner of service of the Complaint: was sent certified mail, restricted deliverv to
the Defendant on Mav 23" 2005, was delivered to the Defendanton Mav 31. 2005.
3. Complete either paragraph (a) or (b)
(a) Date of execution of the affidavit of consent required by Section 3301(c) of the
Divorce Code: by Plaintiff March 20, 2006: by Defendant March 21, 2006.
(b) (1) Date of execution of the Plaintiff's Aftidavit required by Section 3301(d) of the
Divorce Code:
(2) Date of service of the Plaintiff's Aftidavit upon the Defendant:..
4. Related claims pending: All claims are settled and satisfied bv Marriage Settlement
Agreement dated March 2 L 2006, signed bv both parties.
5. Complete either (a) or (b)
(a) Date and manner of service of Notice of Intention to file Praecipe to transmit record, a
copy of which is attached,
(b) Date Plaintiffs Waiver of Notice in Divorce was filed with the Prothonotary: March
22,2006
2006
(c) Date Defendant's Waiver of Notice in Divorce was filed with Prothonotary: March 28.
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IN THE COURT OF COMMON PLEAS
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OF CUMBERLAND COUNTY
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STPTE OF
GERARD R. RAIMONDI
NO.
D5' :Jfpi.{7
VERSUS
MINDY RAIMONDI
DECREE IN
DIVORCE
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AND NOW,
GERARD R. RAIMONDI
DECREED THAT
, PLAINTIFF,
MINDY RAIMONDI
AND
, DEFENDANT,
ARE DIVORCED FROM THE BONDS OF MATRIMONY.
THE COURT RETAINS JURISDICTION OF THE FOLLOWING CLAIMS WHICH HAVE
BEEN RAISED OF RECORD IN THIS ACTION F'OR WHICH A FINAL ORDER HAS NOT
YET BEEN ENTERED; \.\Jc)k.E:
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
GERARD R. RAIMONDI
Plaintiff
: NO. 05-2647
v.
: CIVIL ACTION - LAW
MINDY RAIMONDI
: IN DIVORCE
Defendant
NOTICE OF ELECTION TO RETAKE FORMER NAME
Notice is hereby given that the Plaintiff in the above captioned Divorce Action,
hereby elects to retake and hereafter use her previous name of Mindy Sue Longhway.
This election is made pursuant to the provisions of 54 P.S. 5704.
Si ature rried name)
Mindy Sue Raimondi
?If "ft.~~
Si . ature rmer na e)
Mindy Sue Longhway
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND : ss:
17 "TId
On the o{rJ day of 7Y7CVj , 2006, before a Notary Public, personally
appeared Mindy Sue Raimondi known to me to be the person whose name is subscribed
to the within document, and acknowledged that she executed the foregoing for the
purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and Notarial Seal
,rl.{Ia../Uv ~ 4~
Notary Public
MONWl:ALTH OF PENNSYLVANIA
Notarial Seal
tltibonIh L. Donley, Notary Public
ClImp HII Bclo, Cumberland Comly
My~ Expires Sepl 23, 2007
Member, Penns.ylvania Association Of Notaries
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
GERARD R. RAIMONDl
Plaintiff
NO. 05-2647
v.
CIVIL ACTION - LAW
MINDY RAIMONDI, now by resumption of maiden
MINDY SUE LONGHWAY
Defendant
IN DIVORCE
STIPULATION FOR ENTRY OF
QUALIFIED DOMESTIC RELATIONS ORDER
AND NOW, thi~q~ay of V-u.(}.--L -/ ,2006, comes the Plaintiff, Gerard R.
Raimondi, and the Defendant, Mindy Sue Longhway, who stipulate and agree that the
foregoing Qual1fied Domestic Relations Order shall be entered by the Court.
IN WITNESS WHEREOF, the parties have set their hands and seals the day and year
above written.
WITNESS:
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Gerard K. Raimo~i, Participant
(SEAL)
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DATE:
DATE:
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
GERARD R. RAIMONDI,
Plaintiff
NO. 05-2647
~
v.
CIVIL ACTION - LAW
MINDY RAIMONDI, now by resumption of
maiden name, MINDY SUE LONGHWAY,
Defendant
IN DIVORCE
QUALIFIED DOMESTIC RELATIONS ORDER
AND NOW, this J.Q day of
items one through five,
, 2006, based on the findings set forth in
IT IS HEREBY ORDERED, ADJUDGED AND DECREED in items six through twenty:
1. Parties: The parties hereto were husband and wife, and a divorce action is in this
Court at the above number. This Court has personal jurisdiction over the parties.
The parties were married on December 14, 2002 and separated on May 18, 2005,
and were divorced on April 4, 2006
2. Participant Information: The name, last known address, Social Security number
and date of birth of the Plan "Participant" are:
Gerard R. Raimondi
16840 Apt. E
Birkdale Commons Parkway
Huntersville, NC 28078
Social Security Number: 112-74-5487
Date of Birth: 1/26/1975
3. Alternate Payee Information: The name, last known address, Social Security
number and date of birth of the "Alternate Payee" are:
Mindy Sue Longhway
45 Shelley Drive
York Haven, PA 17370
Social Security Number: 098-76-9656
Date of Birth: 3/26/1977
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of any changes in mailing address subsequent to the entry of this Order.
4. Plan Name. The name of the Plan to which this Order applies is the IBM Savings
Plan (401 K Plan) (hereinafter referred to as "Plan").
Any changes in Plan Administrator, Plan Sponsor, or name of the Plan shall not
affect Alternate Payee's rights as stipulated under this Order.
5. Effect of this Order as a Qualified Domestic Relations Order. This Order creates
and recognizes the existence of an Alternate Payee's right to receive a portion of
the Participant's benefits payable under an employer-sponsored defined
contribution plan under section 457(b) of the Internal Revenue Code (the UCode").
6. Pursuant to State Domestic Relations Law. This Order is entered pursuant to the
authority granted in the applicable domestic relations laws of the Commonwealth
of Pennsylvania.
7. Provisions of Marital Property Rights. This Order relates to the provisions of
marital property rights as a result of the Order of Divorce between the Participant
and the Alternate Payee.
8. Amount of Alternate Payee's Benefit. This Order assigns to the Alternate Payee
an amount equal to $22,539.00 of the Participant's total account balance
accumulated under the Plan as of March 21, 2006 (or the closest valuation date
thereto). The Alternate Payee's benefit herein awarded shall be credited with
any interest and investment income (or losses) attributable thereon from March
21,2006 (or the closes valuation date thereto), until the date of total distribution
to the Alternate Payee.
The Alternate Payee's portion of the benefits described above shall be allocated
on a pro rata basis from all of the accounts and/or investment options maintained
under the Plan on behalf of the Participant. Such benefits shall also be
segregated and separately maintained in a nonforfeitable account(s) established
on behalf of the Alternate Payee. This account(s) will initially be established in
the same fund mix percentages as the Participant account.
Alternate Payee shall have no obligation to repay any Participant Plan loan(s)
from and after the date of this Order, which obligation shall remain solely with
the Participant.
9. Commencement Date and Form of Payment to Alternate Payee. If the Alternate
Payee so elects, the benefits shall be paid to the Alternate Payee as soon as
administratively feasible following the date this Order is approved as a QDRO by
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the Plan Administrator, or at the earliest date permitted under the terms of the
Plan or Section 414(p) of the Code, of later. Benefits will be payable to the
Alternate Payee in any form or permissible option otherwise available to
participants under the terms of the Plan, except a joint or survivor payment. The
Alternate Payee will be responsible for paying any applicable withdrawal charges
imposed under any investment account(s) with respect to his or her share under
the plan.
10. Alternate Payee's Rights and Privileges. On and after the date that this Order
is deemed to be a QDRO, but before the Alternate Payee receives a total
distribution under the Plan, the Alternate Payee shall be entitled to all of the
rights and election privileges that are afforded to Plan beneficiaries, including,
but not limited to, the rules regarding the right to designate the Alternate
Payee's estate as beneficiary for death benefit purposes and the right to direct
Plan investments, only to the extent permitted under the provisions of the Plan.
11. Death of Alternate Payee. In the event of the Alternate Payee's death prior to
receiving the full amount of benefits assigned under this Order and under the
benefit option chosen by the Alternate Payee, the remainder of any unpaid
benefits under the terms of this Order shall be paid to the Alternate Payee's
estate. The Alternate Payee may not designate a beneficiary other than his or her
estate.
12. Death of Participant. Should the Participant predecease the Alternate Payee,
such Participant's death shall in no way affect the Alternate Payee's right to the
portion of the benefits as stipulated herein.
13. Savings Clause. This Order is not intended, and shall not be construed in such a
manner as to require the Plan:
a. to provide any type or form of benefit or any option not otherwise provided
under the Plan;
b. to provide increased benefits to the Alternate Payee;
c. to pay any benefits to the Alternate Payee which are required to be paid
to another alternate payee under another order previously determined to
be a QDRO; or
d. to make any payment or take any action which is inconsistent with any
Federal or state law, rule, regulation or applicable judicial decision.
14. Certification of Necessary Information. All payments made pursuant to this
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Order shall be conditioned on the certification by the Alternate Payee and the
Participant to the Plan Administrator of such information as the Plan
Administrator may reasonably require from such parties.
15. Continued Qualified Status of Order. It is the intention of the parties that this
QDRO continue to qualify as a QDRO under section 414(p) of the Code, as it may
be amended from time to time, and that the Plan Administrator shall reserve the
right to reconfirm the qualified status of the Order at the time benefits become
payable hereunder.
16. Tax Treatment of Distributions Made Under this Order. For purposes of sections
402(a)(1) and 72 of the Code, or any successor Code section, any Alternate Payee
who is the spouse or former spouse of the Participant shall be treated as the
distributee of any distribution or payments made to the Alternate Payee under
the terms of this Order, and as such, will be required to pay the appropriate
Federal income tax on such distribution.
17. Parties Responsible in Event of Error. In the event that the Plan inadvertently
pays the Participant any benefits that are assigned to the Alternate Payee
pursuant to the terms of this Order, the Participant shall immediately reimburse
the Alternate Payee to the extent that the Participant has received such benefit
payments by paying such amounts direction to the Alternate Payee within ten (10)
days of receipt.
In the event that the Plan inadvertently pays the Alternate Payee any benefits
that are to remain the sole property of the Participant pursuant to the terms of
this Order, the Alternate Payee shall immediately reimburse the Participant to
the extent that the Alternate Payee has received such benefit payments by paying
such amounts directly to the Participant within ten (10) days of receipt.
18. Effect of Plan Termination. In the event of a Plan termination, the Alternate
Payee shall be entitled to receive her portion of the Participant's benefits as
stipulated herein in accordance with the Plan's termination provisions for
participants and beneficiaries.
19. Continued Jurisdiction. The Court retains jurisdiction over this matter to amend
this Order to establish or maintain its status as a qualified domestic relations
order under Code section 414(p), as amended and the original intent of the
parties as stipulated herein. The Court shall also retain jurisdiction to enter such
further orders as a necessary to enforce the assignment of benefits to the
Alternate Payee as set forth herein.
20. Notice of Pending Retirement. In the event that the terms of the Plan require
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the Alternate Payee to wait until the Participant's actual date of termination of
employment or retirement before becoming eligible to receive a distribution,
then the Participant shall be required to notify the Alternate Payee, in writing,
within ten (10) days following such termination of employment or retirement.
This notice shall be sent via regular first-class mail. For this purpose, the
Alternate Payee shall notify the Participant of any changes in mailing address.
21. Processing Fee. If there is a processing fee for this QDRO and the distribution
herein provided, one-half of that fee shall be charged against the Alternate
Payee's account and one-half of that processing fee shall be charged against the
Participant's account. In the event that the Alternate Payee is awarded 100% of
the Participant's account balance as of the date this Order is processed pursuant
to this Order, the entire processing fee shall be charged to the Alternate Payee's
account. If there are not sufficient funds in either party's account to pay the
party's respective share of the fee, the difference shall be charged to the account
of the other party.
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