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HomeMy WebLinkAbout05-2978 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA PAUL ADJAN, * NO d$ / Plaintiff °?97a?' ?! u t t f 1? * VS. * CIVIL ACTION - LAW IN DIVORCE * KATHRYN ANN ADJAN, 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 PROMPT ACTION. YOU ARE WARNED THAT IF YOU FAIL TO DO SO, THE CASE MAY PROCEED WITHOUT YOU AND A DECREE OF DIVORCE OR ANNULMENT MAY BE ENTERED AGAINST YOU BY THE COURT. A JUDGMENT MAY ALSO BE ENTERED AGAINST YOU FOR ANY OTHER CLAIM OR RELIEF REQUESTED IN THESE PAPERS BY THE PLAINTIFF. YOU MAY LOSE MONEY OR PROPERTY OR OTHER RIGHTS IMPORTANT TO YOU, INCLUDING CUSTODY OR VISITATION OF YOUR CHILDREN. WHEN THE GROUND FOR THE DIVORCE IS INDIGNITIES OR IRRETRIEVABLE BREAKDOWN OF THE MARRIAGE, YOU MAY REQUEST MARRIAGE COUNSELING. A LIST OF MARRIAGE COUNSELORS IS AVAILABLE IN THE OFFICE OF THE PROTHONOTARY AT THE CUMBERLAND COUNTY COURTHOUSE, I COURTHOUSE SQUARE, CARLISLE, PA 17013. IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM. YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLAND COUNTY LAWYER REFERRAL SERVICE 2 LIBERTY AVENUE CARLISLE, PA 17013 (717) 249-3166 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA PAUL ADJAN, Plaintiff * NO. ?S "Z 9?? VS. * CIVIL ACTION - LAW IN DIVORCE KATHRYN ANN ADJAN, Defendant DIVORCE COMPLAINT t • The Plaintiff is Paul Adjan, who currently resides at 1109 Granada Lane, Mechanicsburg, Pennsylvania, 17055. 2. The Defendant is Kathryn Ann Adjan, who currently resides at 1109 Granada Lane, Mechanicsburg, Pennsylvania, 17055. 3. Plaintiff and Defendant have been bona fide residents in the Commonwealth of Pennsylvania for at least six months immediately previous to the filing of this Complaint. 4. Plaintiff and Defendant were married on May 11, 1974 in Cumberland County, Pennsylvania. 5. The parties are the parents of one (1) adult child. There are no minor children of this marriage. 6. There have been no prior actions of divorce or for annulment between the parties. 7. Neither party is presently a member of the Armed Forces on active duty. 8. The parties have not entered into a written agreement as to alimony, counsel fees c property division. > osts, or 9. Plaintiff has been advised that counseling is available and that he may have the right to request that the court require the parties to participate in counseling. Being so advised, Plaintiff does not request that the Court require the parties to participate in counseling prior to a Divorce Decree being issued. 10. The cause of action and sections of the Divorce Code under which Plaintiff is proceeding are: (a) §3301(c). The marriage of the parties is irretrievably broken; and (b) §3301(d). The marriage of the parties is irretrievably broken and, at the appropriate time, Plaintiff will submit an affidavit stating that the parties have been living separate and apart for a period of at least two (2) years. 11. Plaintiff requests This Honorable Court enter a Decree of Divorce. WHEREFORE, Plaintiff respectfully requests This Honorable Court enter an Order dissolving the marriage between Plaintiff and Defendant. Respectfully submitted, Dated: G o Dillsburg, PA 17019 (717) 432-9666 I.D. # 85211 WILEY, LENrX, COLGAN & MARZZACCO, P.C. Thomas M. Clark, Esquire 130 West Church Street VERIFICATION I, Paul Adjan, verify that the statements made in this Complaint are true and correct to the best of my knowledge, information, and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. CS. §4904, relating to unswom falsification to authorities. Date: ()(o- 03- p S cM? PAUL ADJAN Plaintiff { 9 7J ` .? 6-- th n r p -,; : C O 4 ern ?O C cl, C.3 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA PAUL ADJAN, Plaintiff * NO. 05-2978 CIVIL TERM * * * CIVIL ACTION - LAW IN DIVORCE * * * * VS. KATHRYN ANN ADJAN, Defendant RETURN OF SERVICE On the 0 day of July, 2005, I, David Rudy, Process Server, served KATHRYN ANN ADJAN, with the Divorce Complaint filed on June 9, 2005 by Rn40.1.. &AID/AI6 T??ascsrty Y ,t'..,+sreM) (manner of service) at 1104 l?,?wwwn.. hn/ /ngeK Al /?OS? at ,20 00tri. (time of service). I verify that the statements in this return of service 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: / a?G2?`? DAVID RUDY mc" c _ n ? "? -'SLY -c , `, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA PAUL ADJAN, * NO. 05-2978 CIVIL TERM Plaintiff * VS. * CIVIL ACTION - LAW IN DIVORCE KATHRYN ANN ADJAN, Defendant MOTION FOR APPOINTMENT OF MASTER Paul Adjan, Plaintiff, moves the court to appoint a Master with respect to the following claims: (X) Divorce (X) Distribution of Property ( ) Annulment ( ) Support ( ) Alimony ( ) Counsel Fees ( ) Alimony Pendente Lite ( ) Costs and Expenses and in support of the motion states: (1) Discovery is complete as to the claims(s) for which the appointment of a Master is requested. (2) The Defendant has appeared in the action through his attorney, Wayne Shade, Esquire. (3) The statutory ground(s) for divorce (are) 23 Pa. C.S.A. &§ 3301(c), (d) and (a)(6). (4) Delete the inapplicable paragraph(s): (a) The netion is not . (b) An agreement has been reached with respect to the following claims: None. (c) The action is contested with respect to the following claim: Distribution of Property. (5) The action does involve complex issues of law or fact. (6) The hearing is expected to take one (1) day. (7) Additional information, if any relevant to the motion: N/A. Date: /v • ? Thomas M. Clark, Esquire WILEY, LENOX, COLGAN & MARZZACCO, P.C. Attorney for Plaintiff ORDER APPOINTING MASTER AND NOW, this day of 12007, , Esquire is appointed master with respect to the following claims: By the Court: J. C) ?C5 Q ; ?_., IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA PAUL ADJAN, Plaintiff VS. KATHRYN ANN ADJAN, Defendant NO. 05-2978 CIVIL TERM * CIVIL ACTION - LAW IN DIVORCE PETITION FOR RELATED CLAIMS UNDER DIVORCE CODE AND NOW, comes the Plaintiff, Paul Adjan, by and through her attorney, Thomas M. Clark, Esquire of Wiley, Lenox, Colgan & Marzzacco, P.C., and files this Petition for Related Claims Under Divorce Code, respectfully averring as follows: COUNT I - CLAIM FOR EQUITABLE DIVISION OF MARITAL PROPERTY UNDER §3502(a) OF THE DIVORCE CODE A Divorce Complaint was filed on June 9, 2005, under Sections 3301(c) and 3301(d) of the Divorce Code. 2. Plaintiff and Defendant have individually or jointly acquired property during the marriage in which they individually or jointly have legal or equitable interest, which marital property is subject to equitable distribution. WHEREFORE, Plaintiff respectfully requests This Honorable Court to determine and equitably distribute, divide or assign said marital property pursuant to §3502(a) of the Divorce Code. Dated: /a 3 4? Resp 1 submitted, WI EY, NOX, COLGAN & MARZZACCO, P.C. Thomas M. Clark, Esquire 130 West Church Street Dillsburg, PA 17019 (717) 432-9666 I.D. # 85211 VERIFICATION L Paul Adjan, verify that the statements made in the foregoing Petition for Related Claims are true and correct to the best of.my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904, rrel.abngto unsworn falsification to authorities. Date: 9.12.0- l /Paul Aajan U f 4 CERTIFICATE OF SERVICE I, Thomas M. Clark, Esquire hereby certify that I am this day serving a copy of the foregoing document upon the person(s) and in the manner indicated below, which service satisfies the requirements of the Pennsylvania Rules of Civil Procedure, by depositing a copy of same in the United States mail, first-class, postage prepaid, as follows: Joanne Harrison Clough, Esquire 24 North 32" Street Camp Hill, PA 17011 Date: 46° ?L- By. /. Thomas M. Clark, Esquire 4?; r (W ! r -Ti JOANNE HARRISON CLOUGH, P.C. 3820 MARKET STREET CAMP HILL, PA 17011 717-737-5890 PA. ID. NO. 36461 Counsel for Defendant PAUL ADJAN, Plaintiff V. KATHRYN ANN ADJAN, Defendant : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA NO. 05- 2978 CIVIL TERM CIVIL ACTION -LAW IN DIVORCE ANSWER AND COUNTERCLAIM TO COMPLAINT IN DIVORCE AND NOW, this k4ly of October, 2007 comes the Defendant Kathryn Ann Adjan, by and through her attorney, Joanne Harrison Clough, Esquire, and respectfully answers the Complaint in Divorce and files a Counterclaim as follows: 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admitted. 6. Admitted. 7. Admitted. 8. Admitted. 9. Admitted. 10. Admitted. 11. Admitted in part. It is admitted Plaintiff requests a decree in divorce be issued. It is denied a decree should be issued until the outstanding issues of property distribution, Alimony Pendente Lite, Alimony, and Counsel Fees Costs and Expenses are resolved. WHEREFORE, Defendant Kathryn Ann Adjan respectfully requests this Court not enter a Divorce until the issues raised in the Counterclaim set forth below are resolved by the Court. COUNTERCLAIM COUNT II ALIMONY PENDENTE LITE, INTERIUM COUNSEL FEES, COSH AND EXPENSES 12. By reason of this action, Defendant has and/or may incur considerable expense in the preparation of her case and the employment of counsel and the payment of costs. 13. The Defendant is without sufficient funds to support herself and to meet the costs and expenses of this litigation. 14. Defendant is disabled an not able to earn sufficient Plaintiff income nor is she able to engage in full time employment to provide for her reasonable needs and to pay her attorneys' fees and the cost of this litigation and she is unable to appropriately maintain herself during the pendency of this action. 15. Plaintiff husband has adequate earnings to provide for the Defendant wife's support and to pay her counsel fees, costs and expenses. 16. Defendant wife lacks sufficient property to provide for her reasonable needs. 17. Defendant wife is unable to support herself through appropriate employment 18. Plaintiff husband has sufficient income and assets to provide continuing support for the Defendant. WHEREFORE, Defendant Kathryn Ann Adjan respectfully requests this Honorable Court to enter an Order granting her Alimony Pendente Lite, and award her ff interim counsel fees, costs and expenses. COUNT III ALIMONY, COUNSEL FEES COSTS AND EXPENSES 19. By reason of this action, Defendant Kathryn Ann Adjan has incurred considerable expense in the preparation of her case and the employment of counsel and the payment of costs. 20. The Defendant is without sufficient funds to support herself and to meet the costs and expenses of this litigation. 21. Defendant is disabled and her income is not sufficient to provide for her reasonable needs and to pay her attorneys' fees and the cost of this litigation and she is unable to appropriately maintain herself during the pendency of this action. 22. Plaintiff Paul Adjan has adequate earnings to provide for Defendant's support and to pay her counsel fees, costs and expenses. 23. Defendant Kathryn Ann Adjan lacks sufficient property to provide for her reasonable needs after the entry of a Divorce Decree. 24. Defendant is disabled and is unable to support herself through appropriate employment post divorce. 25. Plaintiff has sufficient income and assets to provide continuing support for the Defendant post divorce. WHEREFORE, Defendant Kathy Ann Adjan prays this Honorable Court enter an Order awarding her permanent alimony, and award her counsel fees, costs and expenses. Respectfully submitted, JOANNE HARRISON CLOUGH, P.C. r Date: ? ,- Joanne son Clough, quire Attorney ID No. 36461 3820 Market Street Camp Hill, PA 17011 (717) 737-5890 Attorney for Defendant Kathryn Ann Adjan VERIFICATION I GCG r `r Y? &A Q hereby verify and state that the facts set forth in the foregoing pleading are true and correct to the best of my information, knowledge and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unworn verification to authorities. DATE: w I ? C) 7 ? q/ -?? J A, ? ) a , - f U CERTIFICATE OF SERVICE I, Joanne Harrison Clough, Esquire, do hereby certify that on this date I served a copy of the foregoing document by United States First Class Mail to the following individual set forth below: Thomas M. Clark, Esquire 130 West Church Street Dillsburg, PA 17019 Counsel for Plaintiff Date: L-o ^ it, - 01-7 Joanne Harrison Clough, Attorney ID No. 36461 3820 Market Steet Camp Hill, PA 17011 (717) 737-5890 Attorney for Defendant Kathryn Ann Adjan ? cs- rv OCT 15 200 P?"' IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA PAUL ADJAN, * NO. 05-2978 CIVIL TERM Plaintiff VS. * CIVIL ACTION - LAW IN DIVORCE KATHRYN ANN ADJAN, Defendant MOTION FOR APPOINTMENT OF MASTER Paul Adjan, Plaintiff, moves the court to appoint a Master with respect to the following claims: (X) Divorce (X) Distribution of Property ( ) Annulment ( ) Support ( ) Alimony ( ) Counsel Fees ( ) Alimony Pendente Lite ( ) Costs and Expenses and in support of the motion states: (1) Discovery is complete as to the claims(s) for which the appointment of a Master is requested. (2) The Defendant has appeared in the action through his attorney, Wayne Shade, Esquire. (3) The statutory ground(s) for divorce (are) 23 Pa. C.S.A. H 3301(c), (d) and (a)(6). (4) Delete the inapplicable paragraph(s): (a) The action is not . (b) An agreement has been reached with respect to the following claims: None. (c) The action is contested with respect to the following claim: Distribution of Property. (5) The action does involve complex issues of law or fact. (6) The hearing is expected to take one (1) day. (7) Additional information, if any relevant to the motion: N/A. -- 1 Date: /v 7 0 ?' Thomas M. Clark, Esquire WILEY, LENOX, COLGAN & MARZZACCO, P.C. Attorney for Plaintiff ORDER APPOINTING MASTER AND NOW, this I -Aday of , 2007, C? &464-?j Esquire is appointed master with respect to the following claims: Azligg? S ? C fr7 C s ?{ ??? `? CJ lLw- r PLAINTIFF'S PRE-TRIAL STATEMENT AND NOW, comes the Plaintiff, Paul Adjan, by and through his counsel, PAUL ADJAN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA Plaintiff * NO. 05-2978 CIVIL TERM * CIVIL ACTION - LAW IN DIVORCE VS. KATHRYN ANN ADJAN, Defendant Thomas M. Clark, Esquire of Wiley, Lenox, Colgan & Marzzacco, P.C. and submits the within Pre-Trial Statement: 1. Plaintiff s Information Name: Paul Adjan Address: 118 West Keller Street, Mechanicsburg, PA 17055 Employer: Commnweatlh of Pennsylvania Occupation: Facility Maintenance Manager II. Defendant's Information Name: Kathryn Ann Adjan Address: 1109 Granada Lane, Mechanicsburg, PA 17055 Employer: Giant Food Store III. Marital Information Date of Marriage: May 11, 1974 Place of Marriage: Cumberland County, Pennsylvania Divorce Complaint: Filed June 5, 2005 Minor Children: No minor children h IV. Marital Assets - Plaintiff's Inventory is attached hereto as Exhibit "A." 1. Marital Residence at 1109 Granada Lane, Mechanicsburg, PA 17055 Marital residence has not been appraised. Plaintiffs Estimated Value: $179,000.00 Mortgage balance: Approximately $160,000.00 2. 1995 Jeep Grand Cherokee - Plaintiff will stipulate to NADA wholesale value (or other comparable valuation) as of date of separation. There is no loan asscoiated with this vehicle. Wife is in possession of this vehicle. 3. 1998 Ford F-150 - Plaintiff will stipulate to NADA wholesale value (or other comparable valuation) as of date of separation. There balance on the loan asscoiated with this vehicle is less than $500.00 Husband is in possesion of this vehicle. 4. SERS Retiremnet - (Balance as of February 2008 was approximatly $350,000.00) Plaintiff can produce the date of separation statement and the most current statement. 5. Home Depot Future Builder Retirment (Balance as of Summer 2007 was $2329.64). 6 Mattel Stock (6 shares - Approximatley $23.23/share). 7 Home Depot stock (55.5 shares - Approximateley $36.89/share). 8 Plaintiff has a PSECU Checking/Savings. This account was a day-to-day account with a very low balance. 9 Plaintiff/Defendnat have M&T Bank Checking/Savings. V. Non-Marital Assets Plaintiff is unaware of any non-marital assets that are in his possession. 2. Plaintiff is unaware of any non-marital assets attributable to Wife. VI. Expert Witnesses It is not clear at this time what experts, if any, will testify at the time of trial. Expert testimony could be necessary regarding the values of the marital residence and to determine Wife's earning potential. If expert testimony is required, appropriate notice will be provided to opposing counsel and the Master in advance of trial and copies of expert reports will be provided. VII. Plaintiff's Witnesses 1. Paul Adjan will testify on his own behalf; 2. Kathryn Ann Adj an, as on cross-examination; 3. Husband reserves the right to call other witnesses to be determined in advance of trial with appropriate notice to opposing counsel. VIII. Exhibits 1. Mortgage Statements. 2. Plaintifft's Income and Expense Statement - attached hereto as Exhibit "B". 3. Statement regarding SERS Retiremnet. 4. Statement regarding Mattel Stock. 5. Statement regarding Home Depot stock. 6. Support Calculations - attached hereto as Exhibit "C.". 7. Additional exhibits, if any, to be provided in advance of trial. IX. Income and Expenses An Income and Expense Statement has been submitted to the Divorce Master's Office and has been filed - attached hereto as Exhibit "B". X. Pension / Retirement 1. Plaintiff has SERS Retiremnet through his employment with the State of Pennsylvania. This retirment account has an approximate value of $ 350,000.00. 2. Plaintiff has a Home Depot Future Builder Retirment Account. As of the Summer of 2007 the balance was $2329.64. XI. Counsel Fees and Costs Plaintifft makes no claim for counsel fees and costs and proposes that each party pay their respective attorney's fees and costs. XII. Personal Property The personal property (household furnishings) of the parties have been divided. XIII. Marital Debts Mortgage on the marital residence 1109 Granada Lane, Mechanicsburg, PA 17055. Plaintiff will produce the current statement. XIV. Proposed Resolution 1. Husband proposes a 50/50 division of the total marital estate in favor of Wife. 2 Husband understands that given the length of marriage and given disparity in incomes there will be an alimony payment in this case. The breakdown between the parties deals with the amount of the alimony. Undersigned counsel believes that support calculations should be performed with Wife being held to a full-time earning capacity and that any alimony payment should certainly not be greater than what Wife would be entitled to as spousal support.. 3 Husband proposes that any claim for counsel fees and costs be denied. XV. Additional Considerations The parties were married in May of 1974 and separated in June of 2005. No formal support order has been entered as Husband has been supporting Wife since the date of separation. Husband's support of Wife included him paying the mortgage on the marital residence since the date of separation. Since the date of separation, Wife has resided in the martial residence and wishes to maintain the marital residence. Husband is willing to agree to a distribution in whcih Wife would retain the martial residence. However, given the size of the home and given the large mortgage payment, it makes little finanical sense for either party to remain in this home alone. In the past, Husband had taken on a second job in addition to his full time position in order to try to make ends meet. However, due to the enormous workload with Husband's full time employer, Husband will not be able to maintain any additional employment. Husband and Wife have had financial difficulties in the past and were forced to go through a bankruptcy. The bankruptcy allowed the parties to discharge the great majority of their marital debt. Wife is currently working at the Giant Food Store in Camp Hill, Pennsylvania. In the recetn past, Wife was performing duties that required heavy lifting, as she was responsible for washing pots and pans. Wife's attorney has made the argument that Wife has medical issues that prevent her from working long hours. Although medical documentation was requested, to date undersigned counsel has received no medical documentation regarding Wife's condition. In the past, Husband and Wife had been very open about Wife's condition. Husband believes that Wife can work on a full time basis and should be held to a full time earning capacity. To Husband's knowledge, Wife has never attempted to request social security due to any type of disability. If a doctor is affirming that Wife cannot work, certainly Wife could take steps to obtain some type of disability payment. Husband does not deny that Wife has medical issues. However, without medical documenation we cannot agree that she is unable to work. It seems strange that the job Wife chooses to work is one that requires the lifting of heavy objects. Undersigned counsel is unaware, if Wife took any steps since the date of separation to find employment that would require less lifting. In any event the burden should be on Wife to show that she is unable to work. Husband continues to to assert that Wife can work a full time postition, and, to date, no proofproof of Wife's inability to work has been provided. Husband understands that given the length of marriage and given disparity in incomes there will be an alimony payment in this case. The breakdown between the parties deals with the amount of the alimony. Undersigned counsel believes that support calculations should be performed with Wife being held to a full-time earning capacity and that any alimony payment should certainly not be greater than what Wife would be entitled to as spousal support. Husband should not be prohibited from having this case moved forward due to Wife's claim of medical issues. To date Wife has not provided any medical documentation indciating she is not able to work. Husband believes that a pre-hearing conference date should be set and that, if Wife does not have medical documentation, this case should move forwrd and this issue should be waived. Date: 21,S-16 By: Resp lly submitted, Thomas M. Clark, Esquire WILEY, LENOX, COLGAN & MARZZACCO, P.C. 130 W. Church Street Dillsburg, PA 17019 (717) 432-9666 ID# 85211 Attorney for Plaintiff u% A E PAUL ADJAN, * NO. 05-2978 CIVIL TERM Plaintiff * VS. * CIVIL ACTION - LAW IN DIVORCE KATHRYN ANN ADJAN, Defendant INCOME AND EXPENSE STATEMENT OF PAUL ADJAN ATTORNEY: Thomas M. Clark, Esquire 130 W. Church Street, Suite 100 Dillsburg, PA 17019 (717) 432-9666 SECTION I : INCOME AND INSURANCE INFORMATION INSTRUCTIONS: THIS SECTION MUST BE FULLY COMPLETED. IF YOU ARE NOT PRESENTLY EMPLOYED, THE EMPLOYER INFORMATION SHOULD REFLECT EARNINGS INFORMATION FROM YOUR LAST JOB. INCOME: CURRENT OR LAST EMPLOYER: Commonwealth of Pennsylvania PAYROLL ADDRESS: 400 North Street, 5'h Floor, Harrisburg, PA 17120 POSITION HELD: Facility Maintenance Manager RATE OF PAY/FREQUENCY: $ HOW PAID: (CIRCLE ONE) WEEKLY ./ BIWEEKLY / MONTHLY / SEMI-MONTHLY / OTHER IF LAST JOB: DATE LEFT JOB REASON FOR LEAVING GROSS PAY PER PERIOD: $ 2506.65 ITEMIZED PAYROLL DEDUCTIONS: $ FEDERAL WITHHOLDING $ 216.28 SOCIAL SECURITY (& MEDICARE) $ 163.90 LOCAL WAGE TAX $ 42.42 STATE INCOME TAX $ 76.61 MANDATORY RETIREMENT HEALIHINSURANCE $ 156.66 (REQUIRED MINIMUM % ) $38 33 OTHER (SPECIFY) . Unemployment $ 2.39 Vehicle Tax $ 24.72 EE Pretax M/H Ret $ 11.35 NET PAY PER PAY PERIOD $ 1794.71 OTHER INCOME: WEEK MONTH YEAR PROPERTY OWNED: OWNERSHIP (FILL IN APPROPRIATE COLUMN) DESCRIPTION VALUE H W J INTEREST CHECKING ACCTS $ 250.00 X DIVIDENDS SAVINGS ACCTS. $ 11.00 X PENSION CREDIT UNION $ ANNUITY STOCK/BONDS $ _ SOCIAL SECURITY REAL ESTATE $ 3,000 _X RENTS BUSINESS $ UNEMPLOYMENT COMP. $ WORKMENS COMP. I $ RA TIP TOTAL $ 3,260.00 ALIMONY (RECOD.) Home Denot P/T $150.00 TOTAL 150.00 INSURANCE (COVERING DEPENDENTS IN THIS CASE): COVERAGE COMPANY AND CLAIMS ADDRESS GROUP # HOSPITAL BLUE CROSS OTHER MEDICAL BLUE SHIELD OTHER HEALTH/ACCIDENT DISABLITY DENTAL OTHER PEBTF PFP361 POLICY# H W C x x _ Delta Vision x x _ x x •H=HUSBAND, W=WIFE, J=JOINT, C=CHILD SECTION II: SUPPLEMENT INCOME STATEMENT INSTRUCTIONS: IF YOU ARE SELF-EMPLOYED OR IF YOU ARE SALARIED BY A BUSINESS OF WHICH YOU ARE OWNER IN WHOLE OR IN PART, YOU MUST ALSO FILL OUT THIS SECTION. THIS FORM IS TO BE FILLED OUT BY A PERSON (CHECK ONE) (1) WHO OPERATES A BUSINESS OR PRACTICES A PROFESSION, OR (2) WHO IS A MEMBER OF A PARTNERSHIP OR JOINT VENTURE, OR (3) WHO IS A SHAREHOLDER IN AND IS SALARIED BY A CLOSED CORPORATION OR SIMILAR ENTITY B. ATTACH TO THIS STATEMENT A COPY OF THE FOLLOWING DOCUMENTS RELATING TO THE PARTNERSHIP, JOINT VENTURE, BUSINESS, PROFESSION, CORPORATION OR SIMILAR ENTITY (1) THE MOST RECENT FEDERAL INCOME TAX RETURN AND (2) THE MOST RECENT PROFIT AND LOSS STATEMENT. 1. NAME OF BUSINESS ADDRESS TELEPHONE NUMBER(S) 2. NATURE OF BUSINESS (CHECK ONE) (1) PARTNERSHIP (2) JOINT VENTURE (3) PROFESSION _ (4) CLOSED CORPORATION (5) OTHER 3. NAME OF ACCOUNTANT. CONTROLLER OR OTHER PERSON IN CHARGE OF FINANCIAL RECORDS: 4. ANNUAL INCOME FROM BUSINESS: (1) HOW OFTEN IS INCOME RECEIVED? (2) GROSS INCOME PER PAY PERIOD: (3) NET INCOME PER PERIOD? (4) SPECIFIED DEDUCTIONS, IF ANY: SECTION III: EXPENSES INSTRUCTIONS: 1. ONLY SHOW EXTRAORDINARY EXPENSES IN THIS SECTION, UNLESS 2. APPLIES TO YOU. 2. IF YOU ARE REQUESTING SPOUSAL SUPPORT/APL OR IF YOU ASSERT YOUR CASE CANNOT BE DETERMINED ACCORDING TO THE GUIDELINE GRIDS OR FORMULA, THIS SECTION MUST BE FULLY COMPLETED. MONTHLY EXPENSES MONTHLY EXPENSES SELF CHILDREN SELF CHILDREN HOME EDUCATION RENT 750 PRIVATE SCHOOL MAINTENANCE _ 50 PAROCHIAL SCHOOL UTILITIES _ COLLEGE ELECTRIC RELIGIOUS GAS 160 PERSONAL OIL CLOTHING TELEPHONE/DSL FOOD 100 WATER/SE W ER BARBER/HAIRDRESSER CREDIT PAYMENTS EMPLOYMENT CREDIT CARDS 75 PUBLIC TRANSIT (PARKING) _40 - CHARGE ACCOUNT _ LUNCH 156 MEMBERSHIPS TAXES _ LOANS REAL ESTATES CREDIT UNION PERSONAL PROPERTY INCOME INSURANCE HOMEOWNERS MISCELLANEOUS AUTOMOBILE 122 HOUSEHOLD HELP LIFE 104 CHILD CARE ACCIDENT - -- PAPERS/BOOKS/MAGS HEALTH ENTERTAINMENT OTHER PAY TV AUTOMOBILE VACATION PAYMENTS 125 GIFTS FUEL 50 LEGAL FEES REPAIRS/ MAINTENANCE 50 CHARITABLE CONTRIB. MEDICAL OTHER CHILD SUPPORT DOCTOR SUPPORT PAYMENTS 1 5 _ DENTIST ORTHODONTIST OTHER: HOSPITAL MEDICINE THERAPY SPECIAL NEEDS (GLASSES. BRACES, ORTHOPEDIC DEVICES, ETC.) EXHIBIT B ASSETS OF THE PARTIES Plaintiff marks on the list below, those items applicable to the case at bar and itemizes the assets on the following pages. If an item has been appraised, a copy of the appraisal report is attached. (x) 1. Real property (x) 2. Motor vehicles (x) 3. Stock, bonds, securities and options ( ) 4. Certificates of deposit ( x) 5. Checking accounts, cash ( x) 6. Savings accounts, money market and savings certificates ( ) 7. Contents of Safe Deposit boxes ( ) 8. Trusts ( x) 9. Life insurance policies (indicate face value, cash surrender value, and current certification) ( ) 10. Annuities ( ) 11. Gifts ( ) 12. Inheritances ( ) 13. Patents, copyrights, inventions, royalties ( ) 14. Personal property outside the home ( ) 15. Business (list all owners, including percentage (%) of ownership, and officer/director positions held by a party with the company) ( ) 16. Employment termination benefits; severance pay, Workman's Compensation (claim/award) ( ) 17. Profit Sharing plans ( x) 18. Pension plans (indicate employee contribution and date plan vests) ( x) 19. Retirement Plans, Individual Retirement Accounts ( ) 20. Disability Payments ( ) 21. Litigation claims (matured and unmatured) ( ) 22. MilitaryN.A. benefits ( ) 23. Education benefits ( x ) 24. Debts due others, including loans, mortgages held ( x) 25. Household Furnishings and Personalty (Include as a Total Category and attach an itemized list if distribution of such assets is in dispute) () 26. Other MARITAL PROPERTY Plaintiff lists all marital property in which either, or both spouses have a legal or equitable interest, individually, or with any other person as of the date this action was commenced: ITEM NUMBER 1 2 2 DESCRIPTION OF 3BR Ranch House 1995 Jeep 1998 Ford F150 PROPERTY at 1109 Granada Ln Cherokee Lien w/ PSECU Mechanicsburg, PA Pymt = 124.55/mo No Lien Bal 8-1-07=1334.80 NAMES OF ALL Paul Adjan Paul Adjan Paul Adjan OWNERS Kathyrn adjan MARITAL PROPERTY Plaintiff lists all marital property in which either, or both spouses have a legal or equitable interest, individually, or with any other person as of the date this action was commenced: ITEM NUMBER 3 3 5 DESCRIPTION OF Mattel Stock Home Depot stock M&T Bank PROPERTY 6 shares 55.5 shares Checking 8-7-07 $23.23/share 8-1-07 $36.89/share Savings NAMES OF ALL Paul Adjan Paul Adjan Paul Adjan OWNERS Kathy Adjan Kathy Adjan MARITAL PROPERTY Plaintiff lists all marital property in which either, or both spouses have a legal or equitable interest, individually, or with any other person as of the date this action was commenced: ITEM NUMBER 5 6 9 DESCRIPTION OF PSECU See #5 Term Life policy PROPERTY Checking Face amount Savings $11.00 250,000 No cash value NAMES OF ALL Paul Adjan Paul Adjan OWNERS MARITAL PROPERTY Plaintiff lists all marital property in which either, or both spouses have a legal or equitable interest, individually, or with any other person as of the date this action was commenced: ITEM NUMBER 9 18 19 DESCRIPTION OF Term Life Policy Home Depot Future State Employees PROPERTY Face amount Builder Retirement System 100,000 Bal 6-30-07 = No cash value $2329.64 1 % of pay - varies 100% vested my cont. = 1346.43 HD match= 983.21 TOTAL= 2329.64 NAMES OF ALL Kathy Adjan Paul Adjan Paul Adjan OWNERS J MARITAL PROPERTY Plaintiff lists all marital property in which either, or both spouses have a legal or equitable interest, individually, or with any other person as of the date this action was commenced: ITEM NUMBER 24 24 25 DESCRIPTION OF 1109 Granada Lane, 1998 Ford F150 See listing on PROPERTY Mechanicsburg, PA settlement agreement NAMES OF ALL Paul Adjan Paul Adjan OWNERS LIABILITIES OF THE PARTIES Plaintiff lists all liabilities of either or both spouses alone or with any person as of the date this action was commenced: ITEM NUMBER 24 24 24 DESCRIPTION OF Mortgage on 1109 1998 Ford F150 Washington Mutual LIABILITY Granada Lane, Visa Mechanicsburg, PA Bal as of 8-1-07 Bal as of 8-1-07 Approx.$162,000 $1334.80 Approx $1200.00 NAMES OF ALL Wilshire Financial PSECU Washington Mutual CREDITORS NAMES OF ALL Paul Adjan Paul Adjan Paul Adjan DEBTORS LIABILITIES OF THE PARTIES Plaintiff lists all liabilities of either or both spouses alone or with any person as of the date this action was commenced: ITEM NUMBER 24 DESCRIPTION OF Capital One LIABILITY Mastercard Bal as of 8-1-07 Approx $300.00 NAMES OF ALL CapitalONE CREDITORS NAMES OF ALL Paul Adjan DEBTORS EXHIBIT C S. UientslCLARKIADJANTretrial Statement.wpd In the Court of Common Pleas of Cumberland County, Pennsylvania Support Guideline Worksheet Rule 1910.16-1, et se g. Defendant Name: Paul Adjan Docket Number: PACSES Case Number: Plaintiff Name: Kathryn Adjan Other Case ID Number: Defendant Plaintiff 1. Number of Dependents in this Case 2. Total Gross Monthly Income $5,275.83 $1,666.70 3. Less Monthly Deductions $1,812.72 $304.88 4. Monthly Net Income Line 2 minus Line 3 $3,463.11 $1,361.82 5. Combined Total Monthly Net Income Amounts on Line 4 Combined $4,824.93 6. Plus Child's Monthly Soc. Sec. Retirement or Disability Derivative Benefit. - 7. Adjusted Combined Total Monthly Net Income - 8. PRELIMINARY Child Support Obligation based on Adjusted Income Line 7 - 9. Less Child's Monthly Social Security Retirement or Disability Derivative Benefit Line 6 (-? _ 10. Basic Child Support Obligation From Rule 1910.16-3 Basic Child Support Schedule Table Rev. 112006 _ 11. Net Income as a Percentage of Combined Amount 71.78 28.22 12. Each Parent's Monthly Share of the Child Support Obligation - - - 13. Adjustment for Shared Custody Rule 1910.16-4 c # of Overnights: - 14. Adjustment for Child Care Expenses Rule 1910.16-6 a - 15. Adjustment for Health Insurance Premiums Rule 1910.16-6 b - 16. Adjustment for Unreimbursed Medical Expenses Rule 1910.16-6 c - 17. Adjustment for Additional Expenses Rule 1910.16-6 d - 18. Total Obligation with Adjustments Line 8 minus Line 9, plus Lines 10, - 19. Less Split Custody Counterclaim Rule 1910.16-4 d - 20. Obligor's Support Obligation Line 14 minus Line 15 - Prepared by: Date: 2/15/2008 Summarv Report S1. PACSES Multiple Family Adjustment - S2. Spousal Support Award $840.52 S3. Adjustment for Excess Mortgage Payments (If Applicable) - S4. Custodial Parent Spousal Support Obligation (if Applicable) (-) - S5. Adjusted Support Obligation Line 16 (or S1, if applicable) plus Line S2 and S3 minus S4 (if applicable) Monthly: $840.52 Weekly: $193.45 TAX INFORMATION Tax Method Filing Status Exemptions S6. Defendant 1040 ES Single 1 S7. Plaintiff 1040 ES Single 1 S8. Total Support Amount if Deviating from Guidelines Calculation Monthly: Weekly: S9. J SupportCak 2007 In the Court of Common Pleas of Cumberland County, Pennsylvania Support Guideline Worksheet Rule 1910.16-1, et se q Defendant Name: Paul Adjan Docket Number: PACSES Case Number: Plaintiff Name: Kathryn Adjan Other Case ID Number: Defendant Plaintiff 1. Number of Dependents in this Case 2. Total Gross Month/ Income $5,275.83 $1,250.00 3. Less Months Deductions $1,812.72 $199.71 4. Monthly Net Income Line 2 minus Line 3 $3,463.11 $1,050.29 5. Combined Total Monthly Net Income Amounts on Line 4 Combined $4,513.40 6. Pius Child's Month/ Soc. Sec. Retirement or Disability Derivative Benefit. - 7. Adjusted Combined Total Month/ Net Income _ 8. PRELIMINARY Child Support Obli ation based on Adjusted Income Line 7 - 9. Less Child's Monthly Social Security Retirement or Disability Derivative Benefit Line 6 10. Basic Child Support Obligation From Rule 1910.16-3 Basic Child Support Schedule Table Rev. 112006 - 11. Net Income as a Percentage of Combined Amount 76.73 23.27 12. Each Parent's Month/ Share of the Child Support Obligation 13. Adjustment for Shared Custody Rule 1910.16-4 c # of Overnights: - - 14. Adjustment for Child Care Expenses Rule 1910.16-6 a - 15. Adjustment for Health Insurance Premiums Rule 1910.16-6 b - 16. Adjustment for Unreimbursed Medical Expenses Rule 1910.16-6 c - 17. Adjustment for Additional Expenses Rule 1910.16-6 d - 18. Total Obligation with Adjustments Line 8 minus Line 9, plus Lines 10, - 19. Less Split Custody Counterclaim Rule 1910.16-4 d - 20. Obligor's Support Obligation Line 14 minus Line 15 _ Prepared by: Date: 2/15/2008 Summary Report S1. PACSES Multiple Family Adjustment _ S2. Spousal Support Award $965.13 S3. Adjustment for Excess Mortgage Payments (If Applicable) - S4. Custodial Parent Spousal Support Obligation (if Applicable) S5. Adjusted Support Obligation Line 16 (or S1, if applicable) plus Line S2 and S3 minus S4 (if applicable) Monthly: $965.13 Weekly: $222.12 TAX INFORMATION Tax Method Filin Status Exemptions S6. Defendant 1040 ES Sin le 1 S7. Plaintiff 1040 ES Single 1 S8. Total Support Amount if Deviating from Guidelines Calculation Monthly: Weekly: S9. Justification for Deviatin from Guidelines Calculation and/or Other Case Comments: SupportCak 2007 r? ?° ?.. ? ? ? ; .. .-r? '?! ??;?r`-j r R? ? [.? ? .? °t 5 -? ?.;? ? ?x g ?$ ...." ..«.? Q%DOCUMENTS AND SETTINGSIALL USERSIDOCUMENTSUHC FOLDERICLIENT DIRECTORY\ADJAN, KATHRYNIPRE- TRIAL.SHORT.DOC March 27, 2008 JOANNE HARRISON CLOUGH, P.C. 3820 MARKET STREET CAMP HILL, PA 17011 717-737-5890 PA. ID. NO. 36461 Counsel for Defendant PAUL ADJAN, : IN THE COURT OF COMMON PLEAS Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA V. NO. 05- 2978 CIVIL TERM KATHRYN ANN ADJAN, : CIVIL ACTION -LAW Defendant : IN DIVORCE PRE-TRIAL STATEMENT OF DEFENDANT KATHRYN ANN ADJAN Kathryn Ann Adjan, the Defendant, by and through her counsel, Joanne Harrison Clough, Esquire files the following Pre Trial Statement: I. BACKGROUND INFORMATION: PLAINTIFF: 1. Name: Paul Adjan 2. Address: 118 West Kelker Street Mechanicsburg, PA 17055 3. Age: 55 4. Date of Birth: 9-5-1952 5. Educational Background: High School Graduate and 2 years HACC 6. Health: Good 7. Occupation: Facility Maintenance Manager 8. Employer: Commonwealth of Pennsylvania Part time: Home Depot C:%DOCUMENTS AND SETTINGS ALL USERS%DOCUMENTSUHC FOLDER%CLIENT DIRECTORYIADJAN, KATHRYN%PRE- TRIAL.SHORT.DOC March 27, 2008 DEFENDANT: 1. Name: Kathryn Ann Adjan 2. Address: 1109 Granada Lane Mechanicsburg, PA 17055 3. Age: 55 4. Date of Birth: 2-4-1953 5. Educational Background: High School Diploma 6. Health: Fair. Wife suffers from Craniocervical Dystonia. She suffers from a dystonic head tremor and receives botulinium toxin injections which provide a minimal improvement. 6. Occupation: unemployed throughout most of marriage. Now working 25 plus hours per week at Giant Foods in kitchen doing food preparation. . 7. Employer: Giant Foods CHILDREN OF THIS MARRIAGE: 1. Sara N. Adjan Date of Birth: 6-10-1981 age 27 MARRIAGE INFORMATION: 1. Date of Marriage: May 11, 1974 2. Place of Marriage: Cumberland County, PA 3. Date of Separation: April, 2006 4. Date Action Commenced: June 5, 2005 5. Issues Raised: Separation date: Husband filed for divorce in June of 2005. He moved from marital residence. The parties subsequently reconciled and Husband agreed to move back home if Wife got a job. Wife applied for a job was hired and Husband moved back home and the parties commenced marriage counseling. He moved out again on April 23, 2006 and moved in with his girlfriend. This is the date of the parties' final separation. C:ID000MENTS AND SETTINGSIALL USERSIDOCUMENTSUHC FOLDERICLIENT DIRECTORY%ADJAN, KATHRYN%PRE- TRIAL.SHORT.DOC March 27, 2008 II. INCOME 1. Husband's total income for 2007 was $ 80,145.84. See attached W-2s 2. Wife's total income for 2007 was $ 9,957.10. See attached W-2 and attached Income and Expense Statement III. MARITAL ASSETS: Real Estate: 1. Marital residence located at 1109 Granada Lane, Mechanicsburg, PA Estimated value: $ 175,000.00 approx. Mortgage balance $161,000.00. If the parties sold the home through a realtor they would not have enough money to pay the mortgage off and pay the real estate commission, transfer taxes, and other seller's costs. Vehicles: 2. 1995 Jeep Grand Cherokee. Parties can stipulate to Kelly Blue Book value or a NADA value. There is no lien on this car. Wife currently uses this vehicle. 3. 1998 Ford F-10 Pickup truck: Parties can stipulate to Kelly Blue Book value or a NADA value. There is no lien on this truck. Husband currently uses this vehicle. Retirements: 4. Husband's SERS Retirement. The marital portion is believed to be in excess of $ 350,000.00. The immediate offset method of distribution is not available and this will need to be distributed via a Q.D.R.O. 5. Husband's Home Depot Future Builder Retirement. It si believed the marital portion of said retirement in approximately $ 2,300.00. C:ID000MENTS AND SETTINGSWLL USERSIDOCUMENTSIJHC FOLDERICLIENT DIRECTORYWDJAN, KATHRYNIPRE- TRIAL.SHORT.DOC March 27, 2008 6. Wife has no retirement. Stocks: 7. Home Depot Stock: Husband has approximately 56 shares. Value to be determined if unable to reach stipulation as to value. 8. Mattel Stocks: 6 shares. Value to to be determined if unable to reach stipulation as to value. Bank accounts: 9. Husband's PSECU Checking/Savings account: Separation balances to be determined if unable to reach stipulation as to value. 10. Joint M&T Bank Checking/Savings account.: Separation balances to be determined if unable to reach stipulation as to value. Personal Property: It is anticipated that the parties can reach an agreement re: the personal property. In the alternative, Wife will submit testimony as to the values and items she wishes to retain in equitable distribution. IV. NONMARITAL ASSETS Neither party is claiming any non marital assets are in possession of the other party. V. EXPERT WITNESSES 1. Wife may call Terry Leslie as a Vocational Expert to testify regarding wife's earnings capacity if the parties are not able to stipulate that wife is currently meeting her earnings capacity through her current employment. 2. Wife may call her treating physician(s) or submit medical records regarding her health if the parties are not able to stipulate that wife has health issues. C:ID000MENTS AND SETTINGSIALL USERSIDOCUMENTSUHC FOLDERICLIENT DIRECTORYIADJAN, KATHRYNIPRE- TRIAL.SHORT.DOC March 27, 2008 VI. INCOME AND EXPENSES Husband has previously filed an Income and Expense Statement and Wife is attaching her Income and Expense Statement to this Pre Trial Statement. VII. WITNESSES 1. Kathryn Ann Adjan will testify regarding the relevant factors for equitable distribution, alimony, and counsel fees, costs and expenses. 2. Paul Adjan as on cross examination. 3. Wife reserves the right to call additional witnesses as may be necessary and will provide advance notice to Plaintiff's counsel VIII. COUNSEL FFES. COSTS AND EXPENSES 1. Wife is seeking an award of counsel fees, costs and expenses. It has caused Wife great economic hardship top pay for her counsel fees, costs and expenses in this action and it is believed she will be forced to incur expert witness fees to substantiate her earnings capacity and her health related issues when Husband is well aware of said issues but continues to challenge her earnings potential and her health related issues but has retained no expert to substantiate his claim. IX. EXHIBITS 1. 2007 W-2s of Husband 2. 2007 W-2 of Wife 3. Husband's SERS statement closest to separation date 4-23-06 4. Husband's SERS current statement 5. Home Depot retirement statements 6. Mortgage statements 7. Letter of Albert W. Heck, M.D. 8. Support calculations 9. Home Depot stock statements C:ID000MENTS AND SETTINGSIALL USERSIDOCUMENTSUHC FOLDERICLIENT DIRECTORYIADJAN, KATHRYNIPRE- TRIAL.SHORT.DOC March 27, 2008 10. Mattel Inc. stock statements 11. Giant Foods information re: limitations on availability of health insurance for Wife as employee 12. COBRA cost of health insurance for WIFE post divorce through Husband's insurer. 13. Possible vocational expert report 14. Possible additional expert medical report(s) X. MARITAL DEBT 1. Mortgage on marital residence. 2. possible other minor debt; the parties had filed bankruptcy prior to Husband filing for divorce. XI. PROPOSED RESOLUTION Wife proposes that she retain the marital residence and the 1995 Jeep Grand Cherokee. Husband would pay Wife indefinite alimony in the amount of $1,750.00 per month. Husband would also pay the COBRA or other health insurance for until she is able to get health insurance that covers her pre existing condition at a reasonable cost. Wife would receive 50% of the marital portion of all of Husband's retirements via a QDRO for the Commonwealth retirement and a rollover, if possible from the Home Depot retirement. It should be noted that the marital residence has no net equity. The marital residence cannot be sold given the current outstanding balance due on the mortgage, the real estate commission and other transfer taxes and sellers costs. The parties would be "upside-down" on the property and in fact owe monies at settlement even if they received full value for the property if they listed the property for sale. A review of the equitable distribution factors in this case clearly supports such a distribution. This is a 33 plus year marriage, Wife was not in the work force for more than twenty years immediately preceding separation, she suffers from a serious neurological disease which causes her to have a head tremor, husband has a substantial earnings history and earnings capacity compared to Wife's limited earnings, her lack of work history and earnings capacity. In fact, Husband earns 89% of the parties combined income. The requested alimony is also appropriate given the length of this marriage, my Wife's health issue, her limited earnings and earning potential, Husband's earnings and Husband's marital misconduct. This is a case where maximum indefinite alimony will certainly be awarded. Husband left Wife to move in with his girlfriend who he helps to support, and he has the benefit of cohabitating with his paramour who is a wage earner and shares monthly living expenses, whereas his Wife has no other individual to assist her with her monthly living and medical expenses. C:ID000MENTS AND SETTINGSIALL USERSIDOCUMENTSUHC FOLDERICLIENT DIRECTORYWDJAN, KATHRYNIPRE- TRIAL.SHORT.DOC March 27, 2008 Wife has reentered the work force and is doing all that she can do to provide for herself but it is unlikely she will ever be able to secure a sufficient annual income to provide for her basic daily needs or her health insurance and medical expenses. Respectfully Submitted, Date: By AlVl?IE HAKRISrH, PC JO S )N CL 7QH, ES L Attorney I.D. No. 36461 3820 Market Street Camp Hill, PA 17011 Telephone No. [717] 737-5890 Attorney for Defendant Kathryn Ann Adjan C:0000MENTS AND SETTINGSWLL USERSIDOCUMENTSUHC FOLDERICLIENT DIRECTORMDJAN, KATHRYNIPRE- TRIAL.SHORT.DOC March 27, 2008 CERTIFICATE OF SERVICE AND NOW, this day of , 2008, I hereby verify that I have caused a true and correct copy of the foregoing document, Pre-Trial Statement of Kathryn Ann Adjan to be placed in the U.S. mail, first class, postage prepaid and addressed as follows: Robert E. Elicker, II, Esquire Divorce Master 9 North Hanover Street Carlisle, PA 17013 Thomas M. Clark, Esquire 130 West Church Street Dillsburg, PA 17019 Counsel for Plaintiff Paul Adjan JOANNE HARRISON CLOUGH, P.C. By: JOANNE HARRI N CLOD H, E UIRE Attorney I.D. No. 36461 3820 Market Street Camp Hill, PA 17011 Telephone No. [717] 737-5890 Attorney for Defendant Kathryn Ann Adjan CADOCUMENTS AND SETTINGSIALL USERSIDOCUMENTSIJHC FOLDERICLIENT DIRECTORYU?DJAN, KATHRYNIPRE- TRIAL.SHORT.DOC March 27, 2008 In the Court of Common Pleas of Cumberland County, Pennsylvania -- ? # 'fw ez Defendant Name: Paul Adjan Docket Number: Plaintiff Name: Kathy Adjan PACSES Case Number: Other Case ID Number: 1. Number of Dependents in this Case 2. Total Gross Month/ Income $6,678.80 $828.90 3. Less Month Deductions $1,995.56 $110.36 4. Monthly Net Income Line 2 minus Line 3 $4,683.24 $718.54 5. Combined Total Monthly Net Income Amounts on Line 4 Combined $5,401.78 6. Plus Child's Month/ Soc. Sec. Retirement or Disability Derivative Benefit. - 7. Adjusted Combined Total Month/ Net Income _ 8. PRELIMINARY Child Support Obligation based on Adjusted Income Line 7 - 9. Less Child's Monthly Social Security Retirement or Disability Derivative Benefit Line 6 10. Basic Child Support Obligation From Rule 1910.16-3 Basic Child Support Schedule Table Rev. 112006 - 11. Net Income as a Percentage of Combined Amount 86.70 13.30 12. Each Parent's Month Share of the Child Support Obligation 13. Adjustment for Shared Custody Rule 1910.16-4 c # of Ovemi hts: - - 14. Adjustment for Child Care Expenses Rule 1910.16-6 a - 15. Adjustment for Health Insurance Premiums Rule 1910.16-6 b - 16. Adjustment for Unreimbursed Medical Expenses Rule 1910.16-6 c - 17. Adjustment for Additional Expenses Rule 1910.16-6 d - 18. Total Obligation with Adjustments Line 8 minus Line 9, plus Lines 10, - 19. Less Split Custody Counterclaim Rule 1910.16-4 d - 20. Obligor's Support Obligation Line 14 minus Line 15 _ Prepared b : JHC Date: 3/27/2008 S1. PACSES Multiple Family Adjustment _ S2. Spousal Support Award $1,585.88 S3. Adjustment for Excess Mortgage Payments (If Applicable) $229.45 S4. Custodial Parent Spousal Support Obligation (if Applicable) S5. Adjusted Support Obligation Line 16 (or S1, if applicable) plus Line S2 and S3 minus S4 (if applicable) Monthly: $1,815.33 Weekly: $417.80 TAX INFORMATION Tax Method Filing Status Exemptions S6. Defendant 1040 ES Single 1 S7. Plaintiff 1040 ES Single 1 S8. Total Support Amount if Deviating from Guidelines Calculation Monthly: Weekly: S9. Justification for Deviating from Guidelines Calculation and/or Other Case Comments: SupportCalc 2006 In the Court of Common Pleas of County, Pennsylvania SUPPI*` Defendant Name: Paul Adjan Docket Number: PACSES Case Number: Plaintiff Name: Kathy full time Other Case ID Number 1. Number of Dependents in this Case 2. Total Gross Month Income $6,678.80 $1,195.80 3. Less Month Deductions $1,995.56 $190.39 4. Monthly Net Income Line 2 minus Line 3 $4,683.24 $1,005.41 5. Combined Total Monthly Net Income Amounts on Line 4 Combined 6. Plus Child's Month Soc. Sec. Retirement or Disability Derivative Benefit. $5,688.65 - 7. Ad lusted Combined Total Monthly Net Income 8. PRELIMINARY Child Support Obligation based on Adjusted Income Line 7 9. Less Child's Monthly Social Security Retirement or Disability Derivative Benefit Line 6 (-) - - - 10. Basic Child Support Obligation From Rule 1910.16-3 Basic Child Support Schedule able Rev. 112006 - 11. Net Income as a Percentage of Combined Amount 82.33 17.67 12. Each Parent's Monthly Share of the Child Support Obligation - - 13. Adjustment for Shared Custody Rule 1910.16-4 c # of Overnights: - - 14. Adjustment for Child Care Expenses Rule 1910.16-6 a - 15. Adjustment for Health Insurance Premiums Rule 1910.16-6 b - 16. Adjustment for Unreimbumed Medical Expenses Rule 1910.16-6 c - 17. Adjustment for Additional Expenses Rule 1910.16-6 d - 18. Total Obligation with Adjustments Line 8 minus Line 9, plus Lines 10, - 19. Less Split Custody Counterclaim Rule 1910.16-4 d - 20. Obligor's Support Obligation Line 14 minus Line 15 - Prepared b : Date: 3/27/2008 I - Sew Repwt S1. PACSES Multiple Family Adjustment - S2. Spousal Support Award $1,471.13 S3. Adjustment for Excess Mortgage Payments (If Applicable) - S4. Custodial Parent Spousal Support Obligation (if Applicable) (-) - S5. Adjusted Support Obligation Line 16 (or S1, if applicable) plus Line S2 and S3 minus S4 (if applicable) Monthly: $1,471.13 Weekly: $338.58 TAX INFORMATION Tax Method Filing Status Exem tions S6. Defendant 1040 ES Single 1 S7. Plaintiff 1040 ES Single 1 S8. Total Support Amount if Deviating from Guidelines Calculation Monthly: Weekly: S9. Justification for Deviatinc from Guidelines Calculation and/or Other Case Comments: SupportCa/c 2006 PENNSYLVANIA NEUROLOGICAL ASSOCIATES, LTD. and SLEEP HEALTH CENTER Albert W. Heck, M.D. Francis J. Janton, M.D. Liana I. Laza, M.D. November 12, 2007 Joanne Harrison-Clough, PC Attorney and Counselor of Law 3820 Market Street Camp Hill, PA 17011 RE: KATHRYN A.. ADTAN Dear Ms. Harrison-Clough: Vivian C. Faircloth, M.D. I am writing to you on behalf of Kathryn Adjan, a patient of mine who I have known for several years. She has the diagnosis of a craniocervical dystonia associated with a dystonic head tremor. This is a chronic condition that causes some degree of head tremor and abnormal head posturing, as well as some pain in her shoulders. As noted, it is chronic and has been present for many years. i do not anticipate that it will change in the future, nor do I believe that it will resolve. I have treated it .vith various medications and botulinum toxin injections with a minimal degree of improvement. To this point, I am unaware that it has affected any of her regular daily activities, other than the discomfort that it has caused her in her daiiv activities. My records do not indicate that we have had to discuss any issues surrounding employment to this point, and I believe that whatever impact that this has had in her work performance to this point in time will continue to be an issue in the future. Please let me know if there are any other specific questions. Sincerely yours, Albert W. Heck, M.D AWHiy56 ES#: 51003345 5100 1 PT ID#: 24163 ?e V v' 110 Lowther Street Lemoyne, PA 17043 Phone (717) 774-2202 Fax (717) 774-2634 Commonwealth of Pennsylvania EMPLOYEE PAY STATEMENT Paul Adjan Personnel Number..... 00078718 1.118 West Keller Street Transportation Pyrl Area 2 Mechanicsburg PA 17055 Pay Period.. 12/01/2007 - 12/14/2007 Fed Tax Status: Fed Tax Allowances: Period: 26/2007 IB/U:J3 Group:08 Level:13 Pay Date Payment Amount = Gross + Reim. - Taxes Deds. 12/28/2007 1,644.95 = 2,269.50 + 0.00 - 467.36 - 157.19 I Payroll Area T2 2 Wage and Tax 2007 Form !¦w$tateCXieYFt Copy B - To Be Filed With Employee's FEDERAL Tax Return. This information is being furnshen ;o the intemal Revenue Service. 1cGet`r WT!srPtffCff!eVt7kW,'? LLC (1149 HARRISBURG PIKE CARLISLE PA 17013 e Employ e_ &..a 9 _ d r ;c KATHRYN A ADJAN 1109 GRANADA LN MECHANICSBURG PA 17055 1 t. ;es. no other c r e ion x .tar e ^a. • 3 70 ?d. 10 ?rlE nlc 1or>;; 7 Socai secure y Lips O 3 Scca' Security wan 47 . 10 4 72 B fi.i,ca:ed tips . 00 o Medicare :.ages rW7 . 10?t 44. 23 9 Advance EIC payment 00 10 ,Dependent care benetis 001 1'11 00 12a See struc+uons for bcx 12 ,12b ?12c -?? E 12d its ?„rcry je,•-- .,t =16pftms 52.00 b 'J IaO jrjmte, iEft a FflW e53 ,'sffj tuber ? 5 State >tare 16 Sto'_e :•: aq s ur . D 18 r 17 tat ^corre ter,: e .:errs' I c ynue i>en; ?e sA Wage and Tex A f S }? L7 MB "° 545- " vk3 i? jr ?r ??F! . 1 O + i r ?N . 70 tatement Form copy C - For EMPLOYEE'S RECORDS (See Nofice. to 7 SceEet secunbj ps 0 .0 3 ocial secura:y °n V647. 1 0 I a ?oaar ,e ant. ' x v.6 r . 7 Z I lo y e Ervp ee on the back of Copy 0.) s dre ca p p t G LLC G l I4ry- 1 {` V tJ L1 1 U J 8 Allocated Itps . 00 5 ^4edclre nn s ?7 . 10 + 6 Medicare tax wil yield 744.23 t , 111 9 Advance EIC payment 00 i 10 [Dependent care twnebts 00 11 Nonquatifred plans OQ ? '-- 1149 HARRISBURG. PIKE 1 --- e --- 12a See instrttotiuns f? twx 12 12b 12c ICARLISLE PA 17013 I ; I _ Emoloy_e'c ?amo address and Zipowl e )2d 1 r?? y r 1 Ya.rte n; ??vavri L P xNS X52.00 _??? y,?gp-yy 5?c?p y ri mGe INj a b ai i1 o, " 1 KATHRYN A ADJAN 4 30 0 1 p0.7?U 7 Tom 11109 GRANAulk LN` } - "his infoirn'atton isng.• rm st_d to the intc.nal..EYevc t Serv.c ( are i MECHANICS601WQ PA 17055 I requtredtotr?eamKreturn aresugeneepe=taayoroter r"??n . .... imposed ort a e re.Texalsle and. 4AQ t _- _:--- -- --- f - _ -- { ! {8 S: z'e 117 Stale Incone tax _o=aMy Pamz 18 wcai v+etgss-lips,. etc.. ' 19 Loal ,nc- ,me tax. t 2O L Ua arf:r e , ? _9e :. ? C _?e Je . - VVage and Tax 20 t St 0 7 f t Wages: ii p er ` ?10 n rvc t;a5-oa,a 2 Fede a .cct n '.ax 70 atemen Filed With Employee's State, City, or Local To g Cppy 2 - e - 7 S,-l sec,oty VD, °oc?af sec t rty v; V647. 00 10 4 Soc,ar security tex *94%. 7 income Tax.strtum. e s r r}e G?Ia1F LLC 8 Apocate, hcvs .00 5 taadce re wages lVsl. 10 & Mctica 9 - v.6h'ne 144.23 9 Na,1Ce EIS na+{manl 00 10p=e oeneErS 00 f t Noy r o1a 00 ----- 1149 HARRISBURG PIKE 2a j t2b 120 CARLISLE PA 17013 e Emp.oyee s nara_.. address. arc ZIP ccae 1l2d +is t, ; e ?eyyrr --t>a > i6PC}y? 1 G*s R KATHRYN A ADJAN I.b 1#`2111 ""1 f, ,t?,r,FINi a f??'=??=SFCy(?rx tube ? 1109 GRANADA LN r ---------- j MECHANICSBURG PA 17055 i RJR A L LAI - 924710 90 dam- 7 .-10_- 205 40 ses. 016, t5' State Empoyers state 1) somber 16 Siato wages, tps:.e c 17 State inUxlY. taz 18 iota voe??-. tips.. 19 tcez`, „>:ome tax20 Lr 'ty e a?+x t rh .-e t`) :.. Iem R c tie Service /? Wage and Tax Form *2 Statement 2 ®®? i t wanes ;ins. other urno a, on 2 ed ra come raxwthheld _ onBrlc•.,sa5-ows 9947. 10 - 759.70' --t- 0' ' ? Copy 2 - To Be Filed With Employee's State, City, or Local .ax hreid 3 Social securty na es 4 y j 7 Social securty tics 616.721 00 947 ' 10 i Income Tax Return. -- . c Emplc er's name, address, and ZIP code LLC GIANT FOOD STORES 8 Ail aced tips 00 5 Medicare wanes and lips 6 ^: r?dr e - x =+i i 144.23! 01 9947. 1 , i - ?--- ' 8 Actvance EiC payment 00 d= ;'7t rvon -he. pans 10 Dependent care bene .00 1 .001 1149 HARRISBURG PIKE CARLISLE PA 17013 12a 1 12b 1 12c ---? ?-- e Employees name, address. and ZIP cone 112d ( 13 ;atuter; R_l r-- Th-rd parly 1 Tc Ian X - , pay 14 Other 52.00 MS KATHRYN A ADJAN [ypploye ?eIItrfaiaq77 njmber (Elti) b SS 66 ((11 a 'nb?oye?so?al sgcu8ny$m7er 4 ?3 b tf 1109 GRANADA LN i- ' MECHANICSBURG PA 17055 - ± ;.AQ 061U., E. 784062 --_ 9969.10 -?-9W rl? 15 State c ,:.o, ers,tate :D number 116 State,ages. tips, etc. 117 State income tax ?18 toes: wagers. tiGS. etc. i 19 '_cca me tae-_i 20 -ai'- y :ame - i944-NAB..... •-... .... - .... -: i7F11RiMILefY'6/'ilitl"'TlRaSUryMIRlH41'aeeelpl!''d!¢erCa ""'_ OMe T¢U'--:1eaa'+em ..? ..:OIII ht ft b lilt-?T r _ _____ 1bYrs1ll.:.aaNrtF. t 'ava._, ES ' LC other c7mpe-saflon 2 Federal !f iccme tax wtnhe c! 1 Wiae_.Ds. c-her compen5atl m 2 rederai 1r,;--me '-ax w '1!1e!c 11563.41 496.72 11563.41 496.7/2 • 3 -c.a`. Securitv Waaes 4 Social security tax wltnneld 9 So-iai Securrfy Wages 4 _ ociai sxur,?y tax r 11619.12 720.39 11619.12 72C.39 5 Medicare wages and tips _ 6 ',ied-a-tax withlle;d 5 Medicare wages and tips 6 Meelcire tax wltl-oed 11619.12 168.48 11619.12 168.48 c Employer's lame. address. and ZIP code c Employer's lame. address, and ZIP code HOME DEPOT U.S.A. 'INC. HOME DEPOT U.S.A. INC- STORE SUPPORT CENTER STORE SUPPORT CENTER 2455 PACES FERRY RD 2455 PACES FERRY RD ATLANTA GA 30339 ATLANTA GA 30339 _ 7 Social Security Tips 8 Allocated Tips 9 Advance EIC Payment 7 Social Security Tips 8 Allocated Tips 1 9 Advance EIC payment 10 Dependent care benefits 11 Nonqualified plans c 2a See. instructions for box 12 - 1o Dependent care benefits 11 Nonquarfied plans 2a See instructions for box 12 I D 348.60 a D 348.60 o 12b I42c 12d 12b 12c 12d c c Ic c o a ( id I a e a a It Employer identification number a Employee's social security number b Employer identification number a Employee's social security number 58-1853319 I 194-42-9193 58-1853319 194-42-9193 13 Statuatory Retirement Third-party ?. 14 Other SPP GAI M.89 13Statuatory Retirement Third-party ) 14?Ot erh ESPP GAIN -292.8V employee plan sick pay PA- DI 10.47 employee plan sick pay PA -DI 10.47 X E I X I e Employee's name. address, and ZIP code PAUL ADJAN 118 WEST KELLER STREET MECHANICSBURG PA 17055 Form 15 State Employer's state ID number -2 _PA_ 581853319_ _ _ _ _ Wage and Tax 17 State income tax Statement _ _ __ _ 356.69 I 200 ?19 Local income tax 20 Locality name f 19 Local income tax 20 Localdy name 200. 166.15 HAMPDEN I I 166.15 HAMPDEN Copy2 For Stale, City - - - - ? - ' - - - - - - - - - - - - - - Copy 2 For Sfax, City ?_ - - - - - - - - I - - - -- - - - or Local Tax Department or Local Tax Department 0.9 N. 1545-0008 '6-03]1690 D- rtment br the Treasury-Internal R¢venu¢ Service Nme Nn .54.-COOS Department of the Treasury In-1.1 Revenue Sc 1 Wages. tips, other compensation 2 Federal income tax withheld 1 Wages, tips. other compensation j 2 Federal income tax withheld This ;nr¢rmanan 11563.41 496. 72 11563.41 ?c e 496.72 s bcin9 rurnishe? ?° m¢ me¢raa, 3 Social Security Waaes 4 Social secuniy tax withheld .r?tc lreyou 3 Social Security Wages urr `' ' I i 4 Social security tax withheld Revenue Servi ce 11619.12 720.39 • n "e911 cnce 11619.12 I 720.39 '5 Medicare wages and tips _ 6 Medicare tax withheld ..:?; 5 Medicare wages and tips j 6 Medicare tax withheld 11619.12 168.48 A 1619. 12 j 168.48 c Employer's name. address, and ZIP code c Employer's name, address, and ZIP code HOME DEPOT U.S.A. INC. HOME DEPOT U.S.A. INC. STORE SUPPORT CENTER STORE SUPPORT CENTER 2455 PACES FERRY RD 2455 PACES FERRY RD ATl AKTA n_A Zngga AT] AAITA r_A gnaara 7 Social Security Tips 8 Allocated Tips 19 Advance EIC payment 10 Dependent care benefits I11 Nonqualified plans t za see instructions tot box t a D 348.60 12b 12c 2d 0 0 0 4 a a b Employer identification number a Employee's social security number . 58-1853319 194-42-9193 13 Statuatory Retirement Third-party 14 Other E S P P GAIN 29:F. 89 employee plan sick pay PA-DI 10.47 I X ? I e Employee's name, address, and ZIP code PAUL ADJAN 118 WEST KELLER STREET MECHANICSBURG PA 17055 Form 15 State Employer's state ID number 16 State wages, tips, etc. PA _581853319_ _ _ - _ _ - _ _ _ _ 11912.01 Wage and Tax 17 State income tax 18 Local wages, tips, etc. Statement _ _ _ - _ 356.69 - - _ _ _11912_01_ 2007 19 Local income tax 20 Locality name _ _ _ _ _ 166=15_ _ HAMPDEN Copy B To Be Filed with Employee's FEDERAL Tax Return. e Employee's name, address, and ZIP code PAUL ADJAN 118 WEST KELLER STREET MECHANICSBURG PA 17055 16 State wages. tips. etc. T Form 15 State Employer's state ID number ( 16 State wages, tips. etc.. - - _ 119 12. 0 1- _ W-2 - PA 58 1 8533 19 _ - _ _ 11912.01 18 Local wages. tips. etc. Wage and Tax 17 State income tax 18 Local wages; tips, etc. - _ _ _11912_01 Statement - _ - _ - _ 356.69 - _ _ _ _11912_01- 7 Social Security Tips 8 Allocated Tips 9 Advance EIC payment 10 Dependent care benefits 11 Nonqualified plans PaSee instructions for box 12 S D 348.60 12b 0 d 12c 0 a 12 0 e b Employer identification number a Employee's social security number 58-1853319 194-42-9193 13Statuatory Retirement Third-party 14 Other ESPIP A 292. W employee plan sick pay PA-DI 10.47 X 1 I e Employee's name, address. and ZIP code PAUL ADJAN 118 WEST KELLER STREET MECHANICSBURG PA 17055 Form 15 State Employer's state ID number W_ 2? PA 581853319 Wage and Tax 17 State income tax Statement 356.69 16 State wages, tips. etc. - _ _ _ _ 11912.01 18 Local wages. tips, etc. ___ 11912_01_ 200 19 Local incometax 20 Locality name 166_15 HAMPDEN Copy C For EMPLOYEE'S RECORDS. (See Notice to Employee on back of Copy B). Departrre t o' +ne t-•e y .r; Una aue. c?riice _.._ d Contrci number 1 YJages > { order compensation! 2 Federal income tax withheld d Control number 1 Wages, tips, other compensation 2 Federal inccme tax withheld 00078718 _ 57769.19 5135.81 00078718 _ 57769.19 5135.81 OMB IYG. 1545-ax-8 r 3 S`-;cia= ecur,ty wages 4 Social security tax withheld OMB NO, 1545 0?'Oa 3 Social security wages 4 Social security tax withheld 61612.23 3819.96 micrmaso! tcli,,, 61612.23 3819.96 5 Medina+e ;,ages and Pips 6 Medicare tax withheld fum+shed to the 5 Medicare wages and tips 6 Medicare tax withheld ( 61612.23 893.38 Intern; Revenue Seal,, 61612.23 893.38 c Employer's name. address and ZIP cedi c Employers name, address and ZIP code Commonwealth of Pennsylvania Commonwealth of Pennsylvania Exec Off - Bur of Comm Pay Op Exec Off - Bur of Comm Pay Op Harrisburg PA 17105 Harrisburg PA 17105 7 Social security rips 8 Allocated ties 9 Advance EIC payment 7 Social security tips 8 Allocated tips 9 Advance EIC payment 10 Dependen; care benefits 11 Nonqualified plans 12a See instructiorls for box 10 Dependent care benefits 11 Nonqualified plans 12a See Instructions for box 12 t2b 12c 12d 12b 12c 12d b Employer identification number (EIN) a Employee's social security number b Employer identification number (EIN) a Employee's social security number 23-2172299 194.42-9193 23-2172299 194-42.9193 13 Statutpry, %ftemer4 Triru-par?y 14 Other 13 stati,tory Retirement Third-Party 14 Other ern:Jipyee pran std( paY emplpyee titan. 3i& pay Tx Vehicle 395.52 Tx Vehicle 395:52 X X e Employee's name, address and ZIP code Ti- infotmabon is being a Employees name;; address and ZIP code t6mished to the Intemai Paul Add?'an Revenue Servi if you Paul Ad' n 118 West Keller Street are cared to t ie a tax 118 W=Keiler Street Mechanicsburg PA 17055 rpona ry o a n toy Mechanicsburg ' PA 17055 may I. xnpoeed:on you if 1Ms income. is taxable and you-fail To report it.. 15 State Employer's state ID No. 16 State wages, tips, et.. 15 Sate Employers state ID No 16 State wages, bps etc. 2007 PA O 13567078 61216.71 PA 13567078 _ 61216.71 € e? Wage and Tax 17 State fncome tax 18 Local wages, tips, -eta: E Wage. and Tax 17 state income ? 18 Locsi wages, V% etc W. w2 statement 1879.43 54595.05.: W-? Statement 1879.43 _ 54595.05 Copy C-For Copy B-To Be Filed EMPLOYEE'S RECORDS 19 Local income tax 20 Locality name W@h Employee's 19 Local income tax - 20 Locality name (See Notice to Employee 928.12 Mechanicsburg FEDERAL Tax Return 928.12 MBChan Csb.yrg on the back of Copy B.) _ `-Y?-• Depadnrn ti-e".?as+erna!rlever F,.,vr.._ d Control number 1 Wages. tips, other com risation ? 2 Federal income tax withheld - 00078718 5I 769.19 5135,81 cm NO 1545-oom 3 Social security wages 61 6 4 Social security tax withheld 1 2.23 3819.96 5 Medicare wages and tips 6 Medicare tax withheld 61612.23 893.38 c Employer's name, address and ZIP code Commonwealth of Pennsylvania Exec Off B f Co - ur o mm Pay Op Harrisburg PA 17105 7 Social security tips 8 Allocated tips 9 Advance Etc paymen, 10 Dependent care benefits 11 Nonqualified plans 128 12b 12c 12d tentification number (EIN) b EYS 1 M a Employee's social security number - 1 299 194-42-9193 13 Stagier, Reto,e.,en: Tt:ir,:-7y 14 Other c ? p?oyee „1.sea ray Tx Vehicle 395.52 x f L e Employees name, address and ZIP code Paul Ad'an 118 West Keller Street Mechanicsburg PA 17055 ?r 15 Stale Employers state ID No. 16 State wages. tips, eta till! r/ PA 13567078 61216.71 Wage and Tax W-2 17 Stare income tax - 18 toes! wages. tips. etc. LL statement 1879.43 54595.05 Copy 2-To Be Filed With ' Employee s state, city, or 79 Lo,.ai •„ccme tax 20 Loaiity name Local Income Tax Return. 928,12 Mechanicsburg Deaartmen, of the Treasury-iniemal Revenue Serirce d Control number 1 Wages, tips, other sa6ort 11 2 Federal income tax withheld 00078718 ` 5 / 91 9 5135.81 OMB NO. 1545-0008 3 Social security wages 4 Social security tax withheld 61612.23 3819.96 5 Medicare wages and tips 6 Medicare tax withheld 61612.23 893.38 c Employers name, address and ZIP code Commonwealth of Pennsylvania Exec Off • Bur of Comm Pay Op Harrisburg PA 1.7105 7 Social security tips. 8 Allocated tips 9 Advance EIC payment 10 Dependent care benefits 11 Nonqualified plans 128 12b 12c 12d b Employer identification number (EIN) a Employee's social security number 23-2172299 194-42-9193 13 Statutory Retiremem TN d-pally 14 Other employee ptaa sick pay Tx Vehicle 395.52 I I x e Employees name. address and ZIP code Paul Ad'an l 118 Wes Keller Street Mechanicsburg PA 17055 x Employers state tD No 16 State wages, tips, etc. 2 Q O 13567,078 rp 61216.71 E Wage and Tax 1 W-2 St t t 17 Sta.e income tax 18 Locei wages. tips.. etc. emen a 1879.43 54595.05 Copy 2-To Be Filed With ' Employee s State, City, or 19 Local inwme tax 20 Locality name Local Income Tax Return. 928.12 Mechanicsburg -')n0ahment of the Treasury-Intema. Revenue Service Department of i':a tflii-,y-m-al R-v, Bc-?rire d Control numbe( 1 'u?iages by oti?:?. c mrensa6.on 2 Federal income tax withheld d Control r 1 1Nages. tips, other compensation 2 Federal income tax withheld 00078718 _ 00078718 OMB NO. 1545 6Q08 3 ,octal security %,ages 4 Social security tax withheld OMB NO, 1 45-q<;n8 f 3 Social security wages A Social security tax withheld This inf:;rmaVOn s he?-g 5 Medica e xiaaes and tics 6 Medcare tax vrithhefd -,-r-sned to t c a 15 Medicare wages and tips 6 Medicare tax withheld _ le nal Reve e c Employers name, address and Z.P code c Employers name, address and ZIP code Commonwealth of Pennsylvania Commonwealth of Pennsylvania Exec Off - Bur of Comm Pay Op Exec Off - Bur of Comm Pay Op Harrisburg PA 17105 Harrisburg PA 17105 7 Social security taps 8 Ailecated tips 9 Advance EIC payment 7 Sociai security tips 8 Allocated tips 9 Advance EIC payment 10 Dependent care benefits 11 Norquali ied plans 12a See instructions for box 12 10 Dependent care benefits 11 Nonqualified plans 12a See instructions for box 12 12b 12c 12d 12b 12c 12d b Employer identification number (E1N) a Employee's social security number b Employer identification number (EIN) Employee'sai security. number 23-2172289 194-42.9193 23-2172299 194-42-9193 13 Statutory Retiriam Third-party 1A Other 13 Statutory itetiremert Third-parry 14 Other - employee plan . sMk pay employee plan sick pay e Employee's name, address and ZIP code This imiotmation is being a Employee's name, address and ZIP code famished {4. the Internal Paul fwYenue ser," if You Ad' Pa Ar an fan ere required n, 111-1 a tez ul j 118 West Keller Street return, a a n?,i?r118W est Keller: Street Mechanicsburg PA 17055 penally or ether sanction Mechanicsburg PA 17055 may be imposed or you - It this nxrmms',,, taxable - '. and you fail 10 report it 15 State Employer's state ID No. 16 State wages *ips etc 20 /? ? 15 state Employer's stale ID No. 16 State wages4 tips, etc 2007 € 1..11 Wage and Tax 17 State income tax 18 Local wages, tips, etc, Wage and Tax - 17 State MCwne tax 16 Local wages; tips etc. W-2 Statement 6621.66: W-2 statement 6621:66. Copy C-For _ Copy 9-To Be Filed EMPLOYEE'S RECORDS 19 Lxal 6acpn a tax 20 Locality dame With Employees 19 Local income tax 20 Locality nama (See Notice to Employee 112.57. , Upper Allen. To FEDERAL Tax Return 112.57 Upper llen_T9 on the back of Copy 8.) Depart--e v e -r._- ::-termReverie Szrd:ce d Control number 1" Wages, tips, other compensation 2 Federal income tax wfthF;;l 00078718 OMB NO. 1545-0008 3 Social security wages 4.Soclaf security tax withheld 5 Medicare wages and tins 6 Medicare tax withheld c Employer's name, address and ZIP code Commonwealth of Pennsylvania Exec Off - Bur of Comm Pay Op Harrisburg PA 11105 7 Social security lips 8 Allocated fips 9 Advance EIC payment 10 Dependent care benefits 11 Nonqualified plans 12a 12b 12c 12d b Employer identification number (EiNi a Employee's social security number 23-2172299 194-42-9193 13 - ?e, 14 Other a, X t I e Employee's name, address and Z!r` code Paul Ad'an 118 Wesl Keller Street Mechanicsburg PA 17055 try ®+? 2 ILir Sd 15 `_tars Ernplcyers stale ID No, _ 16 State wages, tips. etc. 2 Wage and Tax E W 17 State :....',"ne iaz 18 Lacat wages. tips. etc. M x Statement ' 6621.66 Copy 2-To Be Filed With ' ..._ Employee s State, City, or 19 Lnea! !^rcne tax 20 Locality name Local Income Tax Return. t 112.57 Upper Allen To d Control number 1 Wages, tips other ccuripeftation 2 Federal income tax withheld 00078718 DIAS NO. 1545-0008 3 Social security wages 4 Sodaf security tax.vAththeld 5 Medicare wages. and bps 6 Medicare tax withheld o Employer's name. address and ZIP code Commonwealth of Pennsylvania ec Off E B of C P O x ur - omm ay p Harrisburg PA 17105 7 Social security tips 8 Allocated tips 9 Advance EIC payment 10 Dependent care benefits 11 Nonqualified plans 12a 125 12C 12d c b Employer identification number (EIN) a Employee's social security number 23-2172299 194-42-9193 13 o aUitory R.I;na w T'+ J cartV 14 Other .. I y- an c p ; I X e Employee's name. address and ZIP code Paul Ad1'an 118 West Keller Street Mechanicsburg PA 17055 2007' 15 State Employer's state ID No. 16 State wages, tips, etc. {?? Wage and Tax =2 17 State incoc,e tax 18 vocal wage;, tips, etc. s YY statement 6621.66 Copy 2-To Be Filed With ' -. .._ - _. - _ ,- _ ..._.... Employee s State, City, or 19 Local Incorne tar. 20 Locality name Local Income Tax Return. 112.57 Upper Allen To Department of the reasury--Internal Revenue Service Department of the Treasury-lntemel Revenue Service Commonwealth of Pennsylvania EMPLOYEE PAY STATEMENT Paul Adjan Personnel Number..... 00078718 118 West Keller Street Transportation Pyrl Area 2 Mechanicsburg PA 17055 Pay Period... 12/01/2007 - 12/14/2007 Fed Tax Status: Married Fed Tax Allowances: 03 Period: 26/2007 IB/U:J3 Group:08 Lev61:13 Pay Date Payment Amount = Gross + Reim. - Taxes Deds. 12/28/2007 1,644.95 = 2,269. 50 + 0.00 - 467.36 - 157.19 Pay na?c ni z rvw ua,? icai To votc Normal working hours 30.26 67.50 2,042.55 50,815.40 Annual Leave Pay 3,733.86 Paid-Office Closing 226,95 Sick Leave Pay 330.52 Personal Leave Pay 30.26 7.50 226.95 1,245.88 Holiday/Comp lieu Holiday 2,478.90 Signing Bonus Payment 1,250.00 Higher Class Pay-Base 1 1,407.60 1 Total Gross 2,269.50 61,489.11 Taxes Amount Year To Date Federal Federal (TX Withholding Tax 182.93 5,135.81 JTX EE Social Security Tax 141.54 3,819.96 JTX EE Medicare Tax 33.10 893.38 State Pennsylvania JTX Withholding Tax 69.33 1,879.43 JTX EE Unemployment Tax 2.07 55.70 Local Harrisburg (TX EE Occupation Tax 52.00 Local Mechanicsburg Borough JTX Withholding Tax 38.39 928.12 Local Upper Allen Township JTX Withholding Tax 112.57 1 Total Taxes 467.36 12,876.97 Deductions Amount Year To Date SEE PreTx M/H Pct 11.35 272.40 ISt Emp Comb Appeal (SECA) 4.00 104.00 Full Cov Class AA/Cat 0 1 141.84 3,843.04 1 Total Deductions 1 157.19 4,219.44 Non Cash Compensation Amount Year To Date Commonwealth of Pennsylvania EMPLOYEE PAY STATEMENT TX Veh-Nonctrl EE-no FWT I 24.72 395.52 I I Total Non Cash Compensation i 24.72 395.52 I (Reimbursements Amount Direct Deposit Bank / Check Amount i Net Payment lNet Payment 1 825.00 819.95 1 State Paid Benefits 1 Amount 1 JTX ER Social Security Tax JTX ER Medicare Tax JER Basic Life Annuitant Med Hospital JER Workers Comp Benefit JPR Blue Cross PPO JER-SERS 1 141.54 33.10 5119 240.00 53.24 330.00 74.44 1 Federal Taxable Wages Amount Current Period Results 2,141.03 Garnishment Type Beg Balance Total To Date Remain Balance JOANNE HARRISON CLOUGH, P.C. 3820 MARKET STREET CAMP HILL, PA 17011 717-737-5890 PA. ID. NO. 36461 Counsel for Defendant PAUL ADJAN, Plaintiff V. KATHRYN ANN ADJAN, Defendant : IN THE CO T OF COMMON PLEAS : CUMBERLANO COUNTY, PENNSYLVANIA NO. 05- 2978 CIVIL ACTI( IN DIVORCE INCOME AND EXPENSE INCOME Employer: Giant Food Stores #269 Address: 3301 Trindle Road. Camp Hill, PA Type of Work: Kitchen-Food Prep (carry out cafe) Pay Period (weekly, biweekly, etc.): $ 8.20 hr. we Gross pay per period: 22.5 hrs - $184.50 27.51 TERM - LAW ATEMENT Itemized Payroll Deductions: 22.5 hours 27.5 hrs. Federal Withholding 13.35 19.00 Social Security FICA-OASDI FICA 11.44 2.67 13.98 3.27 Local Wage Tax UATUP CU 3.14 3.83 State Income Tax 5.66 6.92 Retirement .16 .21 Savings Bonds Credit Union Life Insurance Health Insurance Other (specify) Net pay per period: 1$148.08 1 1$178.29 Other Income: WEEK MO NTH YEAR Interest Dividends Pension Annuity Social Security Rents Royalties Expense Account Gifts Unemployment Comp. Worker's Comp. Child Support TOTAL TOTAL INCOME $ 0.00 Expenses: WEEK MONTH YEAR Home Mortgage/rent 10 6.69 Maintenance Paul does all maintenance Utilities Electric 1 pla .00 budget ti Cable 53 .58 Trash 43j5 0 Quarterly Telephone 65 70.00 Water 26 13 Sewer 10(. 00 Quarterly Internet 9 95 Public Transportation Lunch 15 00 Taxes Real Estate Personal Property 1641.25 school District Income paid 487.00 Insurance Homeowners 45. 96 Automobile 87. )6 Life 40. 73 Accident Health Ins ce by Paul Other Automobile Payments Fuel 12 0.00 Repairs Pat the I takes care of e Medical Doctor (includes counseling) 357.00 so far 2007 Dentist 50.00 deductible Orthodontist Hospital Medicine I I w/taul's plan .00 Special Needs (glasses. braces, orthopedic Glasses -2 yrs 308.005/06 Education Private School Parochial School College Religious Personal Clothing 500.00 Food 501.00 Barber/Hairdresser 24.00 Credit Payments Credit Card Pa off Full Charge Account Memberships 240.00 0. World 123.00 both AARP 25.00 both AARP Loans Credit Union Miscellaneous Household help Child care Papers/books/magazines 235.00 Entertainment Pay TV Vacation Gifts 600.00 Legal fees 900.00 as of November 18, 2007 Charitable contributions 15.00 Other child support Alimony payments Other: Dog expenses as of November 18, 2007 (2 dogs) Food 335.00 Vet bills 650.00 Insulin and Syringes 450.00 Groomer 265.00 TOTAL EXPENSES PROPERTY OWN D DESCRIPTION VALUE OWNERSHIP H W J Marital residence 170,000.00- 180.000.00 X INSURANCE COMPANY POLICY NO. COVERAGE Valley Forge Life Ins VI13Y000297 H W C V113Y000298 250,000.00 100,000.00 Globe Life & Accident 14F442955 10,000.00 I verify that the statements made in this Incor? a and Expense Statement are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 relating to unworn falsification to Date: & l? d - -TI t: -TI r.? JOANNE HARRISON CLOUGH, P.C. 3820 MARKET STREET CAMP HILL, PA 17011 717-737-5890 PA. ID. NO. 36461 Counsel for Defendant PAUL ADJAN, Plaintiff V. KATHRYN ANN ADJAN, Defendant : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA NO. 05- 2978 CIVIL TERM CIVIL ACTION -LAW IN DIVORCE INCOME AND EXPENSE STATEMENT INCOME Employer: Giant Food Stores #269 Address: 3301 Trindle Road, Camp Hill, PA 17011 Type of Work: Kitchen-Food Prep (carry out cafe) Pay Period (weekly, biweekly, etc.): $ 8.20 hr. weekly Gross pay per period: 22.5 hrs - $184.50 27.5 hrs - $225.50 Itemized Payroll Deductions: 22.5 hours 27.5 hrs. Federal Withholding 13.35 19.00 Social Security FICA-OASDI FICA 11.44 2.67 13.98 3.27 Local Wage Tax UATUP CU 3.14 3.83 State Income Tax 5.66 6.92 Retirement .16 .21 Savings Bonds Credit Union Life Insurance Health Insurance Other (specify) Net pay per period: $ 148.08 $178.29 Other Income: WEEK MONTH YEAR Interest Dividends Pension Annuity Social Security Rents Royalties Expense Account Gifts Unemployment Comp. Worker's Comp. Child Support TOTAL TOTAL INCOME $ 0.00 Expenses: WEEK MONTH YEAR Home Mortgage/rent 1026.69 Maintenance Paul does all maintenance Utilities Electric 145.00 budget plan Cable 53.58 Trash 43.50 Quarterly Telephone 65-70.00 Water 26.13 Sewer 100.00 Quarterly Internet 9.95 Public Transportation Lunch 15.00 Taxes Real Estate Personal Property 1641.25 school District Income paid 487.00 Insurance Homeowners 45.96 Automobile 87.96 Life 40.73 Accident Health Insurance by Paul Other Automobile Payments Fuel 120.00 Repairs Paul takes care of these Medical Doctor (includes counseling) 357.00 so far 2007 Dentist 50.00 deductible Orthodontist Hospital Medicine w/Paul's Prescription plan 250.00 Special Needs lasses braces, orthopedic devices Glasses -2 yrs 308.005/06 Education Private School Parochial School College Religious Personal Clothing 500.00 Food 500.00 Barber/Hairdresser 24.00 Credit Payments Credit Card Pay off Full Amounts Charge Account Memberships 0. World AARP AARP 240.00 123.00 both 25.00 both Loans Credit Union Miscellaneous Household help Child care Papers/books/magazines 235.00 Entertainment Pay TV Vacation Gifts 600.00 Legal fees 900.00 as of November 18, 2007 Charitable contributions 15.00 Other child support Alimony payments Other: Dog expenses as of November 18, 2007 (2 dogs) Food 335.00 Vet bills 650.00 Insulin and Syringes 450.00 Groomer 265.00 TOTAL EXPENSES PROPERTY OWNED DESCRIPTION VALUE OWNERSHIP H W J Marital residence 170,000.00- 180.000.00 X INSURANCE COMPANY POLICY NO. COVERAGE Valley Forge Life Ins VIBY000297 H W C VIBY000298 250,000.00 100,000.00 Globe Life & Accident 1417442955 10,000.00 VERIFICATION I verify that the statements made in this Income and Expense Statement are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 relating to unworn falsification to authorities. Date: A /? 0 (') C7 C? co FT; j [ t -71 C.II 2010 APR 21 PM 3: 22 MARITAL SETTLEMENT AGREEMENT Ty. PFD ,?'JS? ' ? ??A THIS MARITAL SETTLEMENT AGREEMENT, made this day of 2010, by and between PAUL ADJAN, of Belle Vernon, Fayette County, Pennsylvania (hereinafter referred to as "HUSBAND") and KATHRYN ANN ADJAN, of Mechanicsburg, Cumberland County, Pennsylvania (hereinafter referred to as "Wife"): W ITNESSETH: WHEREAS, the parties were married on May 11, 1974 in Cumberland County, Pennsylvania. WHEREAS, HUSBAND and WIFE are the parents of one (1) adult child. There are no minor children of this marriage. WHEREAS, diverse, unhappy differences, disputes and difficulties have arisen between the parties and it is the intention of WIFE and HUSBAND to live separate and apart, and the parties hereto are desirous of settling fully and finally their respective financial and property rights and obligations as between each other, including, without limitation by specification: the settling of all matters between them in relation to the ownership and equitable distribution of real and personal property; settling of all matters between them relating to the past, present and future support, alimony and/or maintenance of WIFE by HUSBAND or of HUSBAND by WIFE; settling of custody matters and in general, the settling of any and all claims and possible claims by either party against the estate of the other party. NOW, THEREFORE, in consideration of the premises and of the mutual promises, covenants and undertakings hereinafter set forth and for other good and valuable consideration, receipt of which is hereby acknowledged by each of the parties hereto, HUSBAND and WIFE, each intending to be legally bound hereby covenant and agree as follows: 1. INTERFERENCE: Each party shall be free from interference, authority, and contact by the other, as fully as though he or she were single and unmarried, except as may be necessary to carry out the provisions of this Agreement. Neither party shall molest the other or attempt to endeavor to molest the other, nor compel the other to cohabitate with the other, or in any way harass or malign the other, nor in any way interfere with the peaceful existence, separate and apart from the other. 2. AGREEMENT NOT A BAR TO DIVORCE PROCEEDINGS: This Agreement shall not affect or bar the right of HUSBAND or WIFE to a divorce on lawful grounds or to any defense as may be available to either party. This Agreement is not intended to condone and shall not be deemed to be a condonation on the part of either party hereto of any act or acts on the part of the other party which have occasioned the disputes or unhappy differences. 3. INCORPORATION OF DIVORCE DECREE: It is further agreed, covenanted and stipulated that this Agreement or the essential parts hereof, shall be incorporated in any decree hereinafter entered by any court of competent jurisdiction in any divorce proceedings that have been or may be instituted by the parties for the purpose of enforcing the contractual obligations of the parties. This agreement shall not be merged in any such decree but shall in all respects survive the same and be forever binding and conclusive upon the parties. 4. EFFECTIVE DATE: The effective date of this Agreement shall be the "date of execution" or "execution date," defined as the date upon which it is executed by the parties if they have each executed this Agreement on the same date. Otherwise, the "date of execution" or "execution date" of this Agreement shall be defined as the date of execution by the party last executing this Agreement. 5. DISTRIBUTION DATE: The transfer of property, funds and/or documents provided for herein, shall only take place on the "distribution" date which shall be defined as the date of execution of this Agreement unless otherwise specified herein. However, the support and/or alimony payments, retirement transfers, if any, provided for in this Agreement shall take effect as set forth in this Agreement. 6. SUBSEQUENT DIVORCE: The parties hereby acknowledge that HUSBAND filed a Complaint in Divorce in Cumberland County, Pennsylvania, docketed to Civil Action No. 05-2978, claiming that the marriage is irretrievably broken under Section 3301(c) of the Pennsylvania Divorce Code and that the parties have lived separately and apart as required under Section 3301(d) of the Pennsylvania Divorce Code. The parties hereby express their agreement that the marriage is irretrievably broken and express their intent to execute an Affidavit of Consent and Waiver of Notice under Section 3301(c) of the Divorce Code. Additionally, the parties hereby express their agreement that the marriage is irretrievably broken and express their intent to execute any Affidavit or other documents necessary for the parties to obtain an absolute divorce pursuant to Section 3301(d) of the Divorce Code. The parties hereby waive all rights to request court ordered counseling under the Divorce Code. It is further 2 specifically understood and agreed by the parties that the provisions of this Agreement as to equitable distribution of property of the parties are accepted by each party as a full and final settlement for all purposes whatsoever, as contemplated by the Pennsylvania Divorce Code. Should a decree, judgment or order of divorce be obtained by either of the parties in this or any other state, country or jurisdiction, each of the parties hereby consents and agrees that this Agreement and all of its covenants shall not be affected in any way by such separation or divorce; nothing in any such decree, judgment, order or further modification or revision thereof shall alter, amend or vary any term of this Agreement. It is the specific intent of the parties to permit this Agreement to survive any judgment and to be forever binding and conclusive upon the parties. 7. MUTUAL RELEASE: HUSBAND and WIFE each do hereby mutually remise, release, quit-claim and forever discharge the other and the estate of such other, for all time to come, and for all purposes whatsoever, of and from any and all rights, title and interest, or claims in or against the property (including income and gain fiom property hereafter accruing) of the other or against the estate of such other, of whatever nature and wheresoever situated, which he or she now has or at any time hereafter may have against the other, the estate of such other or any part hereof, whether arising out of any former acts, contracts, engagements or liabilities of such other or by way of dower or courtesy, or claims in the nature of dower or courtesy or widow's or widower's rights, family exemption or similar allowance, or under the intestate laws, or the right to take against the spouse's will; or the right to treat a lifetime conveyance by the other as a testamentary, or all other rights of a surviving spouse to participate in a deceased spouse's estate, whether arising under the laws of (a) Pennsylvania, (b) any State, Commonwealth or territory of the United States, or (c) any country or any rights which either party may have or at any time hereafter shall have for past, present or future support or maintenance, alimony, alimony pendente lite, counsel fees, division of property, costs or expenses, whether arising as a result of the marital relations or otherwise, except, all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any provisions thereof. It is the intention of HUSBAND and WIFE to give each other by the execution of this Agreement a full, complete and general release with respect to any and all property of any kind or nature, real, personal or mixed, which the other now owns or may hereafter acquire, except and only except all rights and agreements and obligations of whatsoever nature arising or which may arise under this Agreement or for the breach of any provision thereof. It is further agreed that this Agreement shall be and constitute a full and final resolution of any and all claims which each of the parties may have against the other for 3 equitable division of property, alimony, counsel fees and expenses, alimony pendente lite or any other claims pursuant to the Pennsylvania Divorce Code or the divorce laws of any other jurisdiction. 8. REPRESENTATION BY COUNSEL: HUSBAND has been represented by Thomas M. Clark, Esquire, and HUSBAND acknowledges that he has signed this Agreement freely and voluntarily after full consultation with his counsel. WIFE has been represented by Joanne Harrison Clough, Esquire, and WIFE acknowledges that she has signed this Agreement freely and voluntarily after full consultation with her counsel. The parties acknowledge that this Agreement is not the result of any duress, undue influence, coercion, collusion and/or improper or illegal agreement. The parties further acknowledge that they have each made to the other a full and complete disclosure of their respective assets, estate, liabilities, and sources of income and that they waive any specific enumeration thereof for the purposes of this Agreement. 9. WARRANTY AS TO EXISTING OBLIGATIONS: Each party represents that they have not heretofore incurred or contracted for any debt or liability or obligation for which the estate of the other party may be responsible or liable except as may be provided for in this Agreement. Each party agrees to indemnify and hold the other party harmless from and against any and all such debts, liabilities or obligations of every kind which may have heretofore been incurred by them, including those for necessities, except for the obligations arising out of this Agreement. 10. PERSONAL PROPERTY: Except as otherwise provided herein, the parties have divided between them, to their mutual satisfaction, the personal effects, household furniture and furnishings, and all other articles of personal property which have heretofore been used by them in common, and neither party will make any claim to any such items which are now in the possession or under the control of the other. By these presents, each of the parties hereby specifically waives, releases, renounces and forever abandons whatever claims he or she may have with respect to any personal property which is in the possession of the other, and which shall become the sole and separate property of the other from the date of execution hereof. 11. DIVISION OF REAL PROPERTY: The parties jointly own real estate situate at 1109 Granada Lane, Mechanicsburg, Pennsylvania, 17055. The parties agree that the property has an approximate value of $175,000.00 and the mortgage held on the property has an approximate pay off balance of $158,084.00 as of April 15, 2009. HUSBAND agrees to transfer all right, title and interest in 4 said property to WIFE by signing a Special Warranty Deed transferring the property from WIFE and HUSBAND to WIFE individually at the time of execution of this Agreement. Said Deed shall be held in escrow by WIFE's Attorney pending WIFE's refinancing of the current mortgage on said residence. WIFE shall attempt to refinance the mortgage on the property by July 1, 2010. In the event WIFE is unable to secure a commitment letter from a lender for refinancing on or before July 1, 2010 then the real estate shall be listed for sale by August 1, 2010. WIFE shall remain solely responsible for any and all payments related to the mortgage, real estate taxes convening 2009 and forward, homeowners insurance, and maintenance on said property and shall indemnify and hold HUSBAND harmless against any liability resulting from her failure to make payments. In the event that WIFE shall default or be late on a mortgage obligation by more than thirty (30) days, the residence shall be listed for sale. If any of the events occur that would trigger WIFE's obligation to list the property for sale as set forth in this Agreement, then within forty-eight (48) hours after receiving HUSBAND's request that WIFE list said property for sale. HUSBAND and WIFE shall pick John Henry from ReMax as the broker for the sale of the residence if the sale is necessary. If John Henry is unavailable then the parties shall select a new broker. The parties agree to each execute a listing agreement within one week of mutually selecting a broker. The parties further agree to seriously consider any reasonable offer which is tendered on the property. In the event the parties list the property for sale and no tendered offer is sufficient to clear the debt and pay the transfer costs and real estate commission, then the parties agree that WIFE shall have the right to continue to reside in the property provided she continue to timely pay the mortgage payment, real estate taxes and other expenses associated with the property. In such event, the parties agree that WIFE shall continue on a semi-annual basis to apply to refinance the debt on the marital residence to her sole narne (WIFE shall provide proof to HUSBAND of her attempts to refinance this debt upon Husband's request). WIFE shall keep the property listed for sale until such time as WIFE either successfully obtains refinancing to remove HUSBAND as an obligor on the mortgage or the parties are able to sell the property at a price sufficient to pay the mortgage in full, pay the transfer tax and real estate commissions. The parties further agree that if the property is sold and there are sufficient sales proceeds to conclude the sale, WIFE shall receive any residual net proceeds generated from the sale as her sole and separate property. In preparing for any sale of the residence that may be required under the terms of this Agreement, WIFE shall execute an authorization to permit Thomas M. Clark, Esquire and HUSBAND 5 to obtain and receive all information regarding the residence including any listing contract, listing price, showings, offers, or contract for sale. Only offers from bona fide qualified purchasers shall be accepted. HUSBAND has agreed and shall pay all the 2008 real estate taxes for the real estate situate at 1109 Granada Lane, Mechanicsburg, 17055. Once the 2008 real estate taxes are paid, WIFE shall remain solely responsible for any and all payments related to real estate taxes for said real estate. WIFE shall indemnify and hold HUSBAND harmless against any liability result from her failure to pay the real estate taxes for 2009 forward. 12. BANK ACCOUNTS: The parties have divided between them, to their mutual satisfaction, bank accounts that have heretofore been used by them in common, and neither party will make any claim to any bank account under the control of the other. 13. MARITAL DEBT: The parties accumulated debt during their marriage which they intend to equitably divide between them. Each party shall fully assume the balances on the credit cards and debts that are currently held in their name alone and shall indemnify and hold the other harmless against any liability resulting from their failure to make payments as prescribed herein. 14. HEALTH INSURANCE: HUSBAND shall continue to cover WIFE on his health insurance until such time as the parties are divorced. Once a final Decree in Divorce is granted, each party shall be responsible for his or her own health insurance coverage. HUSBAND shall notify WIFE's counsel of the date he files a Petition with the Court requesting a final Divorce Decree. 15. PENSIONS, ANNUITIES AND/OR RETIREMENT BENEFITS: HUSBAND is the owner of a SERS retirement account through his employment with the Commonwealth of Pennsylvania. The parties agree that the distribution of HUSBAND's SERS retirement account shall be made pursuant to the Qualified Domestic Relations Order ("QDRO") that is attached hereto as Exhibit "A". The QDRO shall be signed by both parties concurrently with this Agreement. The QDRO shall be entered by Stipulation and filed with the court concurrently with the Praecipe to Transmit or upon entry of the Divorce Decree. HUSBAND shall provide the SERS administrator with proper notice of the QDRO within ten (10) days of the issuance of the Order. The parties shall cooperate in executing all documents required to give effect to this Paragraph. Additionally, HUSBAND represents to WIFE that he has not participated in any deferred compensation program through his employment with the Commonwealth of Pennsylvania and that he has no deferred compensation income or benefits that accrued during the parties' marriage. 6 16. MOTOR VEHICLES: The vehicle in HUSBAND's possession, a 1998 Ford F-150, shall become his sole and separate property. WIFE waives all right, title and interest in said vehicle. HUSBAND shall indemnify WIFE and hold her harmless against any liability resulting from this vehicle. WIFE agrees to sign any and all documents necessary to effectuate the transfer and give effect to this paragraph within ten (10) days of any request by HUSBAND. The vehicle in WIFE's possession, a 1995 Jeep Grand Cherokee, shall become her sole and separate properly. HUSBAND waives all right, title and interest in said vehicle. WIFE shall indemnify HUSBAND and hold him harmless against any liability resulting from these vehicles. At the time of this agreement there was no money owed on the Jeep Grand Cherokee. HUSBAND agrees to sign any and all documents necessary to effectuate the transfer and give effect to this paragraph within ten (10) days of any request by WIFE. 17. OUTDOOR WORLD MEMBERSHIP: HUSBAND shall continue to pay the maintenance fees for the Outdoor World Membership. HUSBAND and WIFE agree to try to sell the Outdoor World Membership and split any proceeds received from the sale 50/50. If the Outdoor World membership is not sold by July 1, 2010, then the Outdoor World Membership shall become the sole and separate property of HSUBAND. WIFE shall waive all right, title and interest in said Membership. 18. AFTER-ACQUIRED PROPERTY: Each of the parties shall hereafter own and enjoy, independently of any claim or right of the other, all items of property, be they real, personal or mixed, tangible or intangible, which are hereafter acquired by him or her, with full power in him or her to dispose of the same as fully and effectively, in all respects and for all purposes as though he or she were unmarried. 19. ALIMONY: In recognition of the criteria set forth in Section 3701 of the Divorce Code 23 Pa.C.S. §3701, commencing on the date of execution of this Agreement and with the final payment date being on the day of HUSBAND's retirement from his current job with the State of Pennsylvania, HUSBAND shall pay to WIFE as alimony the monthly sum as follows: • $1,650.00 to be paid until December 31, 2009. • $1,550.00 to be paid until December 31, 2011. • $1,400.00 to be paid until December 31, 2012. • $1,300.00 to be paid until HUSBAND's retirement from his current job with the State of Pennsylvania. 7 Said Alimony payments shall be made in two (2) monthly installments based on HUSBAND's regularly scheduled pay days. The parties specifically agree that said alimony payments shall never exceed the monthly sums listed above. These amounts shall be non-modifiable except in the event of one of the following: (1) WIFE's remarriage or co-habitation, (cohabitation is being defined as WIFE living or residing with an unrelated adult male that she has a relationship with for more than 30 days within any twelve (12) month period). The alimony shall not stop if WIFE rents a room to a male boarder/tenant; (2) the death of WIFE; (3) the death of HUSBAND; (4) HUSBAND is unable to work due to a catastrophic illness. If HUSBAND is disabled as a result of a catastrophic illness, then HUSBAND shall have the right to Petition the Court to request a pro-rata reduction in the alimony obligation to WIFE and WIFE has the right to defend against the same; and, (5) HUSBAND experiences a substantial change in his income such that he cannot reasonably be expected to pay WIFE in accordance with the Agreement as shall be determined by a court of competent jurisdiction. It is specifically agreed that if HUSBAND is experiencing financial problems due to an increase in his debt obligations, that does not warrant an alimony modification. WIFE agrees that any determination as to whether HUSBAND can reasonably pay maintenance at the level provided by this Agreement shall be based on his income or earning capacity and not based on any other standard. Following the last payment due (final payment date being on the day of HUSBAND's retirement from his current job with the State of Pennsylvania), WIFE agrees to release and discharge HUSBAND absolutely and forever for the rest of their lives for all claims and demands, past, present or future, for alimony, alimony pendente lite or for any provisions for support and maintenance. The Alimony payments shall be deductible to HUSBAND and are income to WIFE for Federal Income Tax purposes. 20. INCOME TAX: The parties have filed separate Federal and State tax returns for the 2009 Tax Year. 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, each will indemnify 8 and hold harmless the other from and against any loss or liability for any such tax deficiency or assessment and any interest, penalty and expense incurred in connection therewith. Such tax, interest, penalty or expense shall be paid solely and entirely by the individual who is finally determined to be the cause of the misrepresentations or failures to disclose the nature and extent of his or her separate income on the aforesaid joint returns. Following the 2008 Tax Year, HUSBAND and WIFE shall file separate tax returns. 21. CEMETERY PLOTS: The parties have four (4) cemetery plots. HUSBAND and WIFE agree that they shall split these plots so that each party is receiving two (2) of the four (4) cemetery plots. Each party agrees to sign any and all documents necessary to effectuate the transfer and give effect to this paragraph. The parties further agree that no paramour or future spouses of either party shall be interred in either of the parties' cemetery plots. 22. APPLICABILITY OF TAX LAW TO PROPERTY TRANSFERS: The parties hereby agree and express their intent that any transfer of property pursuant to this Agreement shall be within the scope and applicability of the Deficit Reduction Act of 1984 (hereinafter the "Act"), specifically, the provisions of said Act pertaining to the transfers of property between spouses and former spouses. The parties agree to sign and cause to be filed any elections or other documents required by the Internal Revenue Service to render the Act applicable to the transfers set forth in this Agreement without recognition of gain on such transfer and subject to the carry-over basis provisions of said Act. 23. EFFECT OF DIVORCE DECREE: The parties agree that, except as otherwise specifically provided herein, this Agreement shall continue in full force and effect after such time as a final Decree in Divorce may be entered with respect to the parties. 24. BREACH: If either party breaches any provision of this Agreement, the other party shall have the right, at his or her election to sue for damages for such breach or seek such other remedies or relief as may be available to him or her, and the party breaching this contract shall be responsible for payment of reasonable legal fees and costs incurred by the other in enforcing their rights under this Agreement regardless of whether a Court proceeding was held to cure said default. 25. WAIVER OF CLAIMS: Except as herein otherwise provided, each party may dispose of his or her property in any way, and each party hereby waives and relinquishes any and all rights he or she shall now have or hereafter acquire, under the present and future laws of any jurisdiction, to share in the property or the estate of the other as a result of the marital relationship, including without limitation, 9 dower, courtesy, statutory allowance, widow's allowance, right to take in intestacy, right to take against the Will of the other, and the right to act as administrator or executor of the other's estate, and each will, at the request of the other, execute, acknowledge and deliver any and all instruments which may be necessary or advisable to carry into effect this mutual waiver and relinquishment of such interests, rights and claims. 26. ENTIRE AGREEMENT: This Agreement contains the entire understanding of the parties and there are no representations, warranties, covenants or undertakings other than those expressly set forth herein. 27. AGREEMENT BINDING ON HEIRS: This Agreement shall be binding on and shall inure to the benefits of the parties hereto and their respective heirs, executors, administrators, successors and assigns. 28. ADDITIONAL INSTRUMENTS: Each of the parties shall from time to time, at the request of the other, execute, acknowledge and deliver to the other any and all further instruments that may be reasonably required to give full force and effect to the provisions of this Agreement. 29. VOID CLAUSES: If any term, condition, clause or provision of this Agreement shall be determined or declared to be void or invalid in law or otherwise, then only that term, condition, clause or provision shall be stricken from this Agreement and in all other respects this Agreement shall be valid and continue in full force, effect and operation. 30. INDEPENDENT SEPARATE COVENANTS: It is specifically understood and agreed by and between the parties hereto that each paragraph hereof shall be deemed to be separate and independent Agreement. 31. FINANCIAL DISCLOSURE: The parties confirm that they have relied on the completeness and substantial accuracy of the financial disclosure of the other as an inducement to the execution of this Agreement. The parties acknowledge that there has been no formal discovery conducted in their pending divorce action and that neither party has filed mi inventory and appraisement as required by Section 3505(b) of the Pennsylvania Divorce Code. Notwithstanding the foregoing, the rights of either party to pursue a claim for equitable distribution, pursuant to the Pennsylvania Divorce Code, of any interest owned by the other party in an asset of any nature at any time prior to the date of execution of this Agreement that was not disclosed to the other party or his or her counsel prior to the date of the within Agreement is expressly reserved. In the event that either party, at any time hereafter, discovers such an undisclosed asset, the party shall have the right to petition the Court of Common Pleas 10 of Cumberland County to make equitable distribution of said asset. The non-disclosing party shall be responsible for payment of counsel fees, costs or expenses incurred by the other party in seeking equitable distribution of said asset. Notwithstanding the foregoing this Agreement shall in all other respects remain in full force and effect. 32. MODIFICATION AND WAIVER: A modification or waiver of any of the provisions of this Agreement shall be effective only if made in writing and executed with the same formality as this Agreement. The failure of either party to insist upon strict performance of any of the provisions of this Agreement shall not be construed as a waiver of any subsequent defaults of the same or similar nature. 33. DESCRIPTIVE HEADINGS: The descriptive headings used herein are for convenience only. They shall have no affect whatsoever in determining the rights or obligations of the parties. 34. APPLICABLE LAW: This Agreement shall be construed under the laws of the Commonwealth of Pennsylvania and more specifically under the Divorce Code of 1980 and any amendments thereto. S WHEREOF, the parties hereto have set their hands and seals the date and year WITNESS WITN SS PAUL ADJAN L A, KATHRYN ANN ADJA FLED-0:?F GE OF THE F C'ri-'?"' OT,RY PAUL ADJAN, Plaintiff IN THE COURT OF COMMON PLEAS 2010 APR 23 PM 3: 62 CUMBERLAND COUNTY, PENNSYLVANIA PENNSYLVANIA * NO. 05-2978 CIVIL TERM KATHRYN ANN ADJAN, Defendant * * VS. * CIVIL ACTION - LAW IN DIVORCE * * * * AFFIDAVIT OF CONSENT 1. A complaint in Divorce under §3301(c) of the Divorce Code was filed on June 9, 2005. 2. The marriage of Plaintiff and Defendant is irretrievably broken and ninety (90) days have elapsed from the date of filing and service of the Complaint. 3. 1 consent to the entry of a final decree of divorce after service of notice of intention to request entry of the decree. I verify that the statements made in this affidavit are true and correct. 1 understand that false statements made herein are subject to the penalties of 18 Pa. C.S. §4904 relating to unsworn falsification to authorities. ¢ • 1-9. 24>10 Date Paul Adjan Plaintiff FILED-O!' ICE OF THE P21", - IN THE COURT OF COMMON >JWAVR 23 Pik 3. 52 CUMBERLAND COUNTY, PENNSYLVANIA CUMBE;1-'L 4w1 "-,"JUNTY PVFh;I?I4YA'A+t? PAUL ADJAN, * NO. 05-2978 CI IL Plaintiff * VS. * CIVIL. ACTION - LAW IN DIVORCE * * KATHRYN ANN ADJAN, Defendant WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A DIVORCE DECREE UNDER SECTION 3301(c) OF THE DIVORCE CODE 1. 1 consent to the entry of a final decree of divorce without notice. 2. 1 understand that 1 may lose rights concerning alimony, division of property, lawyer's fees, or expenses if I do not claim them before a divorce is granted. 3. I understand that I will not be divorced until a divorce decree is entered by the Court and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements made herein are subject to the penalties of 18 Pa. C.S. §4904 relating to unsworn falsification to authorities. 4-- 19• Zoo Gvn Date Paul Adjan Plaintiff U PAUL ADJAN, IN THE COURT OF COMMON PLEAS Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA C `= ~ ° v. NO. 05- 2978 CIVIL TERM ~.; ...; r ~~, ~.:: ,r -g rn KATHRYN ANN ADJAN, CIVIL ACTION - LAW ~-` c: `-=~~,- Defendant IN DIVORCE ~,~ ~ ;' , t- tm;s .m rr~ ~ w = ~ c AFFIDAVIT OF CONSENT 1. A Complaint in Divorce under Section 3301(c) of the Divorce Code was filed on June 9, 2005. 2. The marriage of Plaintiff and Defendant is irretrievably broken, and ninety (90) days have elapsed from the date of the filing and service of the Complaint.. 3. I consent to the entr of a final decree of divorce after service of notice of intention to request entry of the decree or upon filing of my Waiver of the Notice of Intention to Request Entry of the Decree. 4. I have been advised of the availability of marriage counseling and understand that the Court maintains a list of marriage counselors and that I may request the Court to require my spouse and I to participate in counseling and, being so advised, do not request that the Court require that my spouse and I participate in counseling prior to the divorce becoming final. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Date: ~~/ /4 HRYN ADJAN ~/,. C~ ~ , ~~, PAUL ADJAN, IN THE COURT OF COMMON PLEAS ~ o ~ Plaintiff :CUMBERLAND COUNTY, PENIYSYLVA I`~~' ~ ~,~ ~_.. t. . v. NO.OS- 2978 CIVIL TERM ~ ~;- ~" . ~. ..a -~~,__~. KATHRYN ANN ADJAN, :CIVIL ACTION -LAW ~ %-_ `'~' "' Defendant IN DIVORCE v: c,,:: -c WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF DIVORCE DECREE UNDER § 3301(c) OF THE DIVORCE CODE 1. I consent to the entry of a final Decree of Divorce without notice. 2. I understand that I may lose rights concerning alimony, division of property, lawyer's fees or expenses if I do not claim them before a divorce is granted. I understand that I will not be divorced until a Divorce Decree is entered by the Court and that a copy of the Decree will be sent to me immediately after it is filed with the Prothonotary. I verify that the statements made in this affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. DATE: ~/~/~~~ Ka hryn Ann Ad~an IN THE COURT OF COMMON PLEAS OF PAUL ADJAN ~ :CUMBERLAND COUNTY, PENNSYLVANIA V. KATHRYN ANN ADJAN NO. 05-2978 DIVORCE DECREE AND NOW, ~~ z t ,ZoiO , it is ordered and decreed that PAUL ADJAN ,plaintiff, and KATHRYN ANN ADJAN ,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, c~ .~3 ~ ~ a~~ ~ ~ ~~a -b~c~k -~o AF~, (~ou~h COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Paul Adjan . Plaintiff VS. CIViL TERM - TN DIVORCE l~athrvn A._ Adjan NO.__ 45-2978 Defendant STIPULATION FOR. THE ENTRY OF "DOMESTIC RELATIONS ORDER" AND NOW, this ~~~ day of _ Oe~r~~ ~, ~_, the parties, Paul Adjan, Plaintiff and Kathryn A. Adjan, Defendant, da hereby Agree and Stipulate as follows: 1. The Plaintiff, Paul Adjan (hereinafter referred to as "Member"} is a member of the Commonwealth of Pennsylvania, State Employees' Retirement System (hereinafter referred to as "SERB"). 2. SERB, as a creature of statute, is controlled by the State Employees' Retirement Code, 71 Pa. C.S. §§5101-5956 ("Retirement Code"). 3. Member's date of birth and Social Security number are contained in the attached Addendum. 4. The Defendant, Kathryn A. Adjan {hereinafter referred to as "Alternate Payee") is the farmer spouse of Member. Alternate Payeo's date of birth and Social Security nuznber are contained in the attached Addendum. , 5. Member's last l~nown mailing address is: ~ o ~ ..,.~ _ ~ 724 Edwards Street rt~ ~~ ' ° "...~ rn ~ o Belle Vernon, PA 15012-2119 ~, , r r-' -- ~ ~, , ~~ ~ ~o 6. Alternate Payee s current mailing address is: .C ~ y ~ -v ~ ®-n ~--- ~n ~' ~ o~ ' 1109 Granada Lane ~ .--~ -- S ~ Mechanicsburg, PA 17055 -< '1 -~~ DRO Page 2 Zt is the responsibility of Alternate Payee to lxeep a current mailing address on file with SERS at all tunes. 7. (a) The marital property component of Member's retirement benefit equals (1) the coverture fraction multiplied by (2) the Member's retirement benefit on the effective date of Member's retirement. (b) The covertuxe fraction is a fraction with a value less than or equal to one, The numerator is the amount of Member's service; as defined by SERS, from May 11, 1974 (the date of marriage) until December 37., 2006 (the date of separation). The denominator is the total amount of Member's service, as defined by SERS, as of the effective date of Member's retirement. (c) 50.00°k of the marital property component of Membex's retirement benefit is to be allocated to the Alternate Payee as her equitable distribution portion of this marital asset. 8. Member's retirement benefit is defined as all monies paid to or on behalf of Member by SERS, including any lump sum withdrawals or scheduled or ad hoc increases, but excluding the disability portion of any disability annuities paid to Member by SERS as a result of a disability which occurs before Member's marriage to Alternate Payea or after the date of Member's and Alternate Payee's final separation. Member's retirement benefit does not include any deferred compensation benefits paid to Member by SERS or any enhancements to the Member's retirement benefit arising from postseparation monetary contributions made by Member. The equitable distribution portion of the marital property component of Member's retirement benefit, as sot forth in Paragraph 7, after the application of the appropriate early retirement actuarial reduction factor, if any, shall be payable to Alternate payee. Payments to Alternate Payee shall commence as soon as administratively feasible on or about the date the Member actually enters pay status and SERS approves a Domestic Relations Order incorporating this Stipulation and Agreement, whichever is later. 9. Member hereby nominates Alternate Payee as an irrevocable beneficiary to the extent of Alternate Payee's equitable distribution portion of Member's retirement benefit for any death benefits payable by SER5. This nomination shall become effective upon approval by the Secretary DRO Page 3 of the Retirement $oard, or his authorized representative, of any Domestic Relations Order incorporating this Stipulation and Agreement. The balance of any death benefit remaining after the allocation of Alternate Payee's equitable distribution portion ("Balance") shall be paid to the beneficiaries named by Member on the last Nomination of Beneficiaries Form filed with the Retirement Baard prior to Member's death. (a) If the last Nomination of Beneficiaries Form filed by Member prior to Member's death (a} predates any approved Domestic Relations Order incorporating this Stipulation and Agreement, and (b) names Alternate Payee as a beneficiary, then: (1) the terms of the Domestic Relations Order shall alone govern Alternate Payee's share of any death benefit, and (2) for purposes of paying the Balance via the last Nomination of Beneficiaries Form filed with the Retirement Board prior to Member's death, Alternate Payee shall be treated as if Alternate Payee predeceased Member. No portion of the Balance shall be payable to Alternate Payee's estate. (b) In addition, Member shall execute and deliver to Alternate Payee an authorization, in a form acceptable to SERS, which will authorize SERS to release to Alternate Payee ail relevant information concerning Member's retirement account. Alternate Payee shall deliver the authorization to SERS which will allow the Alternate Payee to cherl~ that she has been and continues to be properly nominated under this paragraph. 10. The term and amounts of Member's retirement benefits payable after SERS approves a Domestic Relations Order incorporating this Stipulation and Agreement and after Member files a retirement application with SERS shall be in accordance with Paragraphs 14(a), 10(b) and 14(c) as follows: (a) Member may elect to receive, by lump sum, all or a portion of his accumulated deductions. The portion of the accumulated deductions to be paid to the Alternate Payee or her estate shall be determined by multiplying (1) by (2) by (3} where (1), (2) and (3) are as follows: (1) The accumulated deductions as of December 31, 2046, together with statutory interest {currently 4% per year) from December 37, 2046, through the Member's date of retirement. 1~RO Page 4 (2) 50.0090. (3) Ratio obtained by dividing amount of accumulated deductions the Member elects to receive by the total amount of his accumulated deductions on the date payments commence to the Member. (b) {i) If the Alternate Payee is living, Member shall elect a joint and survivor annuity as set forth in 71 PA.C.S. 6705(x){4), or any succeeding statue. The Alternate Payee shall be the irrevocable survivor annustant. The amount of the annuity shall be the equitable distribution portion (as defined in Paragraph 7) adjusted actuarially for any accumulated deductions paid to the Alternate Payee (pursuant to Paragraph 10{a)) and, since the cost of the survivor annuity is to be paid by the Alternate Payee, further adjusted actuarially so that the amount of the survivor annuity shall equal the amount of the annuity payable to the Alternate Payee during the Member's lifetime. The intent of this option selection is to maintain levelized payments to the Alternate Payee for her life in the event of Member's deatl2 after retirement. The Alternate Payee shall receive a portion of the annuity which is payable to the Member during his lifetime, and the same amount, as a survivor annuity, if the Member predeceases the Alternate Payee after retirement. If the Alternate Payee predeceases the Member after retirement, the portion of his annuity payable to the Alternate Payee shall be paid to Alternate Payee's estate for the lifetime of the Membex. {b) (ii) If the Alternate Payee is not living, the Member shall elect a maximum single life annuity based upon the equitable distribution portion (as defined in Paragraph 7) adjusted actuarially fox any accumulated deductions paid to the Alternate Payee's estate (pursuant to Paragraph 10(a)). Such annuity shall be paid to the Alternate Payee's estate for the lifetime of the Member. (c) Member may choose any option with respect to the excess of his entire benefit over the portion awarded the Alternate Payee or her estate and over any accumulated deductions paid to the Member under Paragraph 10(x). Any option selected shall not reduce the amount that is to be paid to the Alternate Payee or her estate under the provisions of this Order. DRO Page 5 ].].. Alternate Payee may not exercise any right, privilege or option offered by SERS. SERS shall issue individual tax forms L•o Member and Alternate Payee for amounts paid to each. 12. In the event of the death of Alternate Payee, prior to the receipt of all of hex payments payable to her from SERS under this Order, then any death benefit or retirement benefit payable to the Alternate Payee by SERS shall be paid to Alternate Payee's estate to the extent of Alternate Payee's equitable distribution portion of Member's retirement benefit. 13. In no event shall Alternate Payee have greater benefits or rights other than those which are available to Member. Alternate Payee is not entitled to any benefit not otherwise provided by SERS. The Alternate Payee is only entitled to the specific benefits offered by SERS as provided in this Order. All other rights, privileges and options offered by SERS not granted to Alternate Payee by this Order are preserved for Member. Member and Alternate Payee acknowledge that benefits paid pursuant to this Stipulation and Agreement are and shall remain subject to the Public Employee Pension I~'orfeiture Act, ~3 P.S. §1311, et seq. lA~. Zt is specifically intended and agreed by the parties hereto that this Order: (a) Does not require SERS to provide any type or form of benefit, ox any option not otherwise provided under tlae Retireanent Code; (b) Does not require SERS to provide increased benefits (determined on the basis of actuarial value) unless increased benefits are paid to Member based upon cost of living or increases based on other than actuarial values. 15. The parties intend and agxee that the terms of this Stipulation and Agreement shall be approved, adopted and entered as a Domestic Relations Order. 16. The Court of Common Pleas of Cumberland County, Pennsylvania, shall retain jurisdiction to amend any Domestic Relations Order incorporating this Stipulation and Agreement, but only for the purpose of establishing it or maintaining it as a Domestic Relations Order; provided, however, that no such amendment shall require SERS to provide any type or DRo Page 6 form of benefit, or any option not otherwise provided by SERS, and further provided that no such amendment or right of the Court to so amend will invalidate this existing Order. 7.7. Upon entry as a Domestic Relations Order, a certified copy of the Domestic Relations Order and this Stipulation and Agreement and any attendant documents shall be served upon SERS immediately. The Domestic Relations Ordex shall take effect immediately upon SER.S approval and SERS approval of any attendant document. and then shall remain in effect until further Order of the Court. WHEREI~'ORE, the parties, intending to be legally bound by the terms of this Stipulation and Agreement, do hereunto place their hands and seals. G~ ~'' E}~Z' t~ Plaintiff/Member Date Attorney for >E'laintiff/ ate Member ~:OI~ ~~~.5 rYt~.1 R-I--i. j `r C~L~... ~0~~4 ~~~ 'D