HomeMy WebLinkAbout05-5830MICHAEL LEE McELFRESH, : IN THE COURT OF COMMON PLEAS
Plaintiff : OF CUMBERLAND COUNTY,
: PENNSYLVANIA
V.
: CIVIL DIVISION LAW
LAURA MAY McELFRESH, : DIVORCE COMPLAINT
Defendant : NO. ,?? - 550
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 divorce is indignities or irretrievable breakdown of the
marriage, you may request marriage counseling. A list of marriage counselors is
available in the Domestic Relations Office, 13 North Hanover Street, Carlisle,
Pennsylvania 17013. You are advised that this list is kept as a convenience to you and
you are not bound to choose a counselor from the list. All necessary arrangements and
the cost of counseling sessions are to be borne by you and your spouse. If you desire to
pursue counseling, you must make your request for counseling within twenty (20) days of
the date on which you receive this notice. Failure to do so will constitute a waiver of
your right to request counseling.
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
Bar Association
32 South Bedford Street
Carlisle, PA 17013
717-249-3166
MICHAEL LEE McELFRESH, : IN THE COURT OF COMMON PLEAS
Plaintiff : OF CUMBERLAND COUNTY,
:PENNSYLVANIA
V.
: CIVIL DIVISION LAW
LAURA MAY McELFRESH, : DIVORCE COMPLAINT
Defendant : NO. off'- SF36 Ctu?
COMPLAINT IN DIVORCE
AND NOW, this 7th day of November, 2005, comes the Plaintiff, Michael Lee
McElfresh, by and through his attorney, John J. Mangan, Esquire, and files the following
Complaint in Divorce, and in support thereof avers as follows:
Plaintiff is Michael Lee McElfresh who resides at 185 Pine School Road,
Gardners, Cumberland County Pennsylvanial7324.
2. Defendant is Laura May McElfresh, who resides at 185 Pine School Road,
Gardners, Cumberland County Pennsylvania17324.
Plaintiff and Defendant are sui juris and have been bona fide residents in the
Commonwealth of Pennsylvania for at least six months immediately previous to the filing
of this Complaint in Divorce.
4. The plaintiff and the defendant were married on March 7, 1992 in Clark County,
Nevada.
There have been no prior actions of divorce or for annulment between the parties.
6. Neither party is a member of any branch of the military.
7. The marriage is irretrievably broken. The foregoing facts are averred and brought
under Section 3301(c) or 3301 (d) of the Divorce Code of 1980, as amended.
8. Plaintiff has been advised that counseling is available and that Plaintiff may have
the right to request that the Court require the parties to Participate in counseling and
Plaintiff waives same.
WHEREFORE, Plaintiff requests Your Honorable Court to enter a Decree in
Divorce, divorcing the Plaintiff from the Defendant.
Y
Date: ///7?(?s' Attorney I.D. #87000
35 East High Street, Suite 204
Carlisle, PA 17013
717-241-2446
Respectfully s bmitted,
Jo . angan
A e for Plain if ff
VERIFICATION
I verify that the statements made in this Complaint in Divorce are true and
correct. I understand that false statements herein are made subject to the penalties
of 18 Pa.C.S. § 4904, relating to unworn falsification to authorities.
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Michael L. McElfresh
Plaintiff
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MICHAEL LEE McELFRESH IN THE COURT OF COMMON PLEAS OF
PLAINTIFF CUMBERLAND COUNTY, PENNSYLVANIA
V. NO. 05-5830 CIVIL
LAURA MAY McELFRESH
DEFENDANT IN DIVORCE
ORDER OF COURT
AND NOW, this 24th day of May, 2007, given the concurrence of the
Husband/Plaintiff, IT IS HEREBY ORDERED AND DIRECTED that
Plaintiff/Husband shall immediately reinstate and/or provide medical insurance
for the Defendant/Wife.
IT IS FURTHER ORDERED AND DIRECTED that Plaintiff/Husband shall
maintain medical insurance coverage on Defendant/Wife until the Divorce
becomes final.
By the Court,
N* M. L. Ebert--?' ?-4
, Jr., J.
hn Mangan, Esquire
Attorney for Plaintiff
t/ara W. Haggerty, Esquire
Attorney for Defendant y
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MICHAEL LEE McELFRESH.
Plaintiff
V.
LAURA MAY McELFRESH,
Defendant
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 05-5830 CIVIL
: IN DIVORCE
WITHDRAWAL OF APPEARANCE
Please withdraw my appearance on behalf of the Plaintiff MICHAEL LEE McELFRESH in
the above matter.
Respectfully submitted,
Date:
Johri an n, Esquire
17 W o h Street
Carlisle, PA 17013
(717) 241-2446
(717) 241-2456
ENTRY OF APPEARANCE
Please enter my appearance on behalf of Plaintiff MICHAEL LEE McELFRESH in the above
matter.
Respectfully submitted,
k14' Mark A. Mateya, uire
Attorney ID No. 78931
P.O. Box 127
Date: I
Boiling Springs, PA 17007
(717) 241-6500
(717) 241-3099 Fax
CERTIFICATE OF SERVICE
I, Mark A. Mateya, Esquire, hereby certify that I have served a copy of the WITHDRAWAL
OF APPEARANCE/ENTRY OF APPEARANCE on the following person(s) by depositing a true
and correct copy of the same in the United States Mail, first class, postage prepaid, at Boiling
Springs, Cumberland County, Pennsylvania addressed to:
Kara W Haggerty Esquire
Abom & Kutulakis
36 South Hanover Street
Carlisle, PA 17013
Mark A. Mateya, Esq
P.O. Box 127
Boiling Springs, PA 17007
(717) 241-6500
(717) 241-3099 Fax
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MICHAEL LEE McELFRESH
Plaintiff
V.
LAURA MAY McELFRESH
Defendant
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 2005-5830
CIVIL ACTION - LAW
DIVORCE and CUSTODY
ACCEPTANCE OF SERVICE
AND NOW, this 26TH day of January, 2006, I, Kara W. Haggerty, Esq., hereby certify that I
did receive and accept service of the Complaint in Divorce in the above captioned matter on behalf
of the Defendant, Laura May McElfresh, and I further certify that I am authorized to do so.
Respectfully submitted,
ABOM& KUTULA"S, L,L.P
DATE Z DU/
Kara W. Haggerty, Esc}
36 South Hanover S et
Carlisle, Pennsylvania 17013
(717) 249-0900
Attorney for Defendant
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Kara W. Haggerty, Esquire
Attorney I.D. #: 56914
36 South Hanover Street
Carlisle, PA 17013
(717) 249-0900
MICHAEL LEE McELFRESH
Plaintiff
V1.
LAURA MAY McELFRESH
Defendant
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2005-5830
CIVIL DIVISION LAW
DIVORCE and CUSTODY
AFFIDAVIT OF CONSENT
1. A Complaint in divorce under §3301(c) of the Divorce Code was filed on November 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. I consent to the entry of a final decree of divorce after service of notice of intention to
request entry of the decree.
I verify that the statements made in this affidavit are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. X4904 relating to unworn falsification to
authorities.
Date: 7
LA RA MAY McE SH
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Kara W. Haggerty, Esquire
Attorney I.D. 4: 86914
36 South Hanover Street
Carlisle, PA 17013
(717) 249-0900
MICHAEL LEE McELFRESH
Plaintiff
vi.
LAURA MAY McELFRESH
Defendant
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 2005-5830
CIVIL DIVISION LAW
DIVORCE and CUSTODY
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF A DIVORCE DECREE UNDER §3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property, lawyer's
fees or expenses if I do not claim them before a divorce is granted.
3. I understand that I will not be divorced until a divorce decree is entered by the Court
and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary.
I verify that the statements made in this affidavit are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. §4904 relating to unsworn
falsification to authorities.
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Kara W. Haggerty, Esquire
Attorney I.D. #: 86914
36 South Hanover Street
Carlisle, PA 17013
(717) 249-0900
MICHAEL LEE McELFRESH
Plaintiff
V.
LAURA MAY McELFRESH
IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 2005-5830
: CIVIL DIVISION LAW
Defendant : DIVORCE and CUSTODY
AFFIDAVIT OF CONSENT
1. A Complaint in divorce under §3301(c) of the Divorce Code was filed on November 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. I consent to the entry of a final decree of divorce after service of notice of intention to
request entry of the decree.
I verify that the statements made in this affidavit are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. 54904 relating to unsworn falsification to
authorities.
Date: 12 - ? -0 w bCQ2 "
MICHAEL LEE MCELFRES
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Kara W. Haggerty, Esquire
Attorney I.D. #: 86914
36 South Hanover Street
Carlisle, PA 17013
(717) 249-0900
MICHAEL LEE McELFRESH
Plaintiff
V.
LAURA MAY McELFRESH
Defendant
IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 2005-5830
CIVIL DIVISION LAW
DIVORCE and CUSTODY
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY
OF A DIVORCE DECREE UNDER §3301(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce without notice.
2. I understand that I may lose rights concerning alimony, division of property, lawyer's
fees or expenses if I do not claim them before a divorce is granted.
3. I understand that I will not be divorced until a divorce decree is entered by the Court
and that a copy of the decree will be sent to me immediately after it is filed with the Prothonotary.
I verify that the statements made in this affidavit are true and correct. I understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. X4904 relating to unsworn
falsification to authorities.
Date: la - l - O g
MICHAEL LEE McELFRESH
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MICHAEL LEE McELFRESH IN THE COURT OF COMMON PLEAS
Plaintiff OF CUMBERLAND COUNTY, PENNSYLVANIA
V. : NO. 2005-5830
LAURA MAY McELFRESH CIVIL DIVISION LAW
Defendant DIVORCE and CUSTODY
MARITAL SETTLEMENT AG EEMENT
THIS AGREEMENT, made this - Ii day of 1kCLr)qbLA) 2008, between
MICHAEL LEE McELFR.ESH, (hereinafter referred to as "Husband', and LAURA
MAY McELFRESH, (hereinafter referred to as "Wife'.
WITNESSETH:
WHEREAS, Husband and Wife were lawfully married on March 7, 1992, in Clark
County, Nevada;
WHEREAS, disputes and difficulties have arisen between the parties, and it is the
present intention of Husband and Wife to live separate and apart, and the parties hereto are
desirous of settling their respective financial and property rights and obligations as between
each other, including without limitation by specification: the settling of all matters between
them relating to the past, present, and future support and/or maintenance of Wife by
Husband or Husband by Wife; the settling of all matters between them relating to the
equitable division of martial property; and, in general, the settling of any and all claims and
possible claims by one against the other or against their respective estates; and
WHEREAS, Husband and Wife declare that each has had a full and fair opportunity
to obtain independent legal advice of counsel of his or her selection; that Husband has been
represented by Mark Mateya, Esquire, of Mateya Law Firm, and that Wife has been
represented by Kara Haggerty, Esquire, of Abom & Kutulakis, L.L.P. The parties represent
and warrant that they have fully disclosed to each other all assets of any nature owned by
each, all debts or obligations for which the other party may be liable in whole or part, and all
sources and amounts of income. The parties acknowledge that they fully understand the
facts, and they acknowledge and accept that this Agreement is, under the circumstances, fair
and equitable, and that it is being entered into freely and voluntarily, with such knowledge and
that execution of this Agreement is not the result of any duress or undue influence and that it
is not the result of any improper or illegal agreement or agreements.
1
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. PERSONAL RIGHTS. It shall be lawful for each Husband and Wife at all
times hereafter to live separate and apart from the other party at such place as he or she
may from time to time choose or deem fit. The parties shall be free from any control,
restraint, interference or authority, direct or indirect, by the other in all respects as fully
as if they were unmarried, except as may be necessary to carry out the provisions of this
Agreement. Husband and Wife shall not molest, harass, disturb or malign each other
or the respective families of each other nor compel or attempt to compel the other to
cohabit or dwell by any means in any manner whatsoever with him or her. The
foregoing provision shall not be taken as an admission on the part of either party of the
lawfulness or unlawfulness of the causes leading to their living apart.
2. MUTUAL RELEASE. Husband and Wife each do hereby mutually remise,
release, quitclaim and forever discharge the other, for all time to come, and for all
purposes whatsoever, of and from any and all rights, titles and interests, or claims in or
against the property (including income and gains from property hereinafter accruing) of
the other or against the estate of such other, of whatever nature and wheresoever
situate, which he or she now has or at any time hereafter may have against such other,
the estate of such other or any part thereof, whether arising out of any former act,
contracts, engagements or liabilities of such other or by way of dower or curtesy; or
claims in the nature of dower or curtesy or widow's or widower's rights, family
exception or similar allowance, or under the interest laws, or the right to take against
the spouse's will; or the right to treat a lifetime conveyance by the other as
testamentary, or all other rights of a surviving spouse to participate in a deceased
spouse's estate, whether arising under the law of Pennsylvania, any state,
commonwealth or territory of the United States, or any other country, or the right to
act as personal representative of the estate of the other; or any rights which any party
may now have or any time hereafter have for past, present, future support,
maintenance, alimony, alimony pendente lite, counsel fees, costs or expenses, whether
arising as a result of the marital relation or otherwise; except all rights and agreements
and obligations of whatsoever nature arising or which may arise under this Agreement
or for breach of any provision hereof. It is the intention of Husband and Wife to give
to each other, by the execution of the 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 hereof.
It is further specifically understood and agreed by and between the parties hereto
that each accepts the provisions herein made by the other in lieu of and in full
settlement and satisfaction of any and all of their rights against the other or any past,
present and future claims on account of support and maintenance; that it is specifically
understood and agreed that the payments, transfers and other considerations herein
recited so comprehend and discharge any and all such claims by each other against the
other, and are, inter alia, in full settlement and satisfaction and in lieu of their past,
present and future claims against the other in account of maintenance and support, and
also alimony, alimony pendente lite, counsel fees, costs and expenses, as well as any and
all claims to equitable distribution of property, both real and personal, and any other
charge of any nature whatsoever pertaining to any divorce proceedings which may have
been or may be instituted in any court in the Commonwealth of Pennsylvania or any
other jurisdiction, including any other counsel arising in any manner whatsoever, except
as may be incurred in connection with a breach of the Agreement as set forth
hereinafter in paragraph 18.
3. RELEASE OF TESTAMENTARY CLAIMS. Except as provided for in this
Agreement, each of the parties hereto shall have the right to dispose of his or her
property by last will and testament or otherwise, and each of them agrees that the estate
of the other, whether real, personal or mixed, shall be and belong to the person or
persons who would have become entitled thereto as if the decedent had been the last to
die. Except as set forth herein, this provision is intended to constitute a mutual waiver
by the parties of any rights to take against each other's estate whatsoever, and is
intended to confer third-party beneficiary rights upon the other heirs and beneficiaries
of each. Either party may, however, make such provision for the other as he or she
may desire in and by his or her last will and testament; and each of the parties further
covenants and agrees that he or she will permit any will of the other to be probated and
allowed administration; and that neither Husband nor Wife will claim against or contest
the will and estate of the other except as necessary to enforce any breach by the
decedent of any provision of this Agreement. Each of the parties hereby releases,
relinquishes and waives any and all rights to act as personal representative of the other
party's estate. Each of the parties hereto further covenants and agrees for himself and
herself and his or her heirs, executors, administrators or assigns, for the purpose of
enforcing any of the right relinquished under this Agreement.
4. FINANCIAL DISCLOSURE. The parties waive their rights to require the
filing of financial statements by the other, although the parties have been advised by
their respective attorneys that it is their legal right to have these disclosures made prior
to entering into this Agreement. Without reliance upon financial disclosure, the parties
are forever waiving their right to request or use that as a basis to overturn this
Agreement or any part thereof.
3
5. INCOME TAX CONSIDERATIONS. The transfers of property pursuant
to this Agreement are transfers between Husband and Wife incident to their divorce
and as such are nontaxable, with no gain or loss recognized. The transferee's basis in
the property shall be the adjusted basis of the transferor immediately before the
transfer. The transfers herein are an equal division of marital property for full and
adequate consideration and as such will not result in any gift tax liability.
6. PENSION PROFIT-SHARING RETIREMENT, CREDIT UNION
OR OTHER EMPLOYMENT-RELATED PLANS. The parties hereto
acknowledge that Husband has a retirement and/or pension plan with the Central
Pennsylvania Teamsters Pension Fund. Husband's retirement plan shall be divided and
distributed as follows:
a. Division of Benefits: The marital portion of the retirement benefits shall be
divided between the parties on a 50/50 basis. The marital portion shall be
determined by multiplying the benefits payable (including contributions and
monthly benefits and cost of living increases) by the marital coverture fraction,
the numerator of which is the length of the marriage from the date of marriage
to date of separation and the denominator of which is the total years of credit
service to date of retirement. The marital portion of taxable and nontaxable
share of the contribution account shall be divided between the parties equally.
Wife shall be entitled to designate a beneficiary of her share of the pension in the
event she shall predecease Husband. The non-marital portion of the retirement
benefits shall be Husband's sole and separate property.
b. QDRO: The distribution to be made to Wife shall be made to her on a deferred
basis as permitted by the Fund and shall be made pursuant to a Qualified
Domestic Relations Order ("QDRO'?. Said QDRO shall be prepared by Harry
Leister with the costs of the preparation of said order to be shared equally by the
parties.
7. EQUITABLE DISTRIBUTION OF MARITAL PROPERTY. The parties
have attempted to distribute their marital property in a manner which conforms to the
criteria set forth in 53502 of the Pennsylvania Divorce Code and taking into account
the following considerations: the length of marriage; the age, health, station, amount
and sources of income, vocational skills, employability, estate, liabilities and needs of
each of the parties; the contribution of each party to the education, training or
increased earning power of the other party; the opportunity of each party for further
acquisitions of capital assets and income; the sources of income of both parties,
including but not limited to medical, retirement,. insurance or other benefits; the
contribution or dissipation of each party in the acquisition, preservation, depreciation
or appreciation of the martial property, including the contribution of each spouse as a
4
homemaker the value of the property set apart to each party; the standard of living of
the parties established during the marriage; and the economic circumstances of each
party at the time the division of the property is to become effective.
The division of existing marital property is not intended by the parties to constitute
in any way a sale or exchange of assets, and the division is being effected without the
introduction of outside funds or other property not constituting martial property. The
division of property under this Agreement shall be in full satisfaction of all marital
rights of the parties.
a. MOTOR VEHICLES. The parties agree that Husband shall have full and sole
possession of the 1996 Ford Explorer. Wife shall have full and sole position of
the 2003 Pontiac Aztec. Each party has agreed to refinance the vehicles, if
necessary, and to be solely responsible for their respective vehicle and to transfer
title to the other at the time of the refinance.
b. DISTRIBUTION OF PERSONAL PROPERTY. The parties hereto
mutually agree that they have effected a satisfactory division of the furniture,
household furnishings, appliances, and other household personal property
between them, and they mutually agree that each party shall from and after the
date hereof be the sole and separate owner of all such tangible personal property
presently in his or her possession, and this Agreement shall have the effect of an
assignment or bill of sale from each party to the other from such property as
may be in the individual possession of each of the parties hereto.
The parties hereto have divided between themselves, to their mutual satisfaction,
all items of tangible and intangible marital property. Neither party shall make
any claim to any such items of marital property, or of the separate personal
property of each party, which are now in the possession and/or under the
control of the other. Should it become necessary, the parties each agree to sign,
upon request, and titles or documents necessary to give effect to this paragraph.
Property shall be deemed to be in the possession or under the control of either
party if, in the case of tangible personal property, the item is physically in the
possession or control of the party at the time of the signing of this Agreement
and, in the case of intangible personal property, if any physical or written
evidence of ownership, such as passbook, checkbook, policy or certificate of
insurance or other similar writing is in the possession or control of the party.
From and after the date of the signing of this Agreement, both parties shall have
complete freedom of disposition as to their separate property and any property
which is in their possession or control, pursuant to this Agreement, and may
mortgage, sell, grant, convey, or otherwise encumber or dispose of such
5
property, whether real or personal, whether such property was acquired before,
during, or after marriage, and neither Husband nor Wife need join in, consent to,
or acknowledge any deed, mortgage, or other instrument of the other pertaining
to such disposition of property.
c. SALE OF REAL ESTATE.
i. MARITAL HOME LOCATED IN CUMBERLAND COUNTY
1. The parties acknowledge that they were the joint owners of the
marital residence situate at 185 Pine School Road, Gardners,
Cumberland County, Pennsylvania. Said home was sold, and the
proceeds in the amount of $14,973.26 are presently held in escrow
with Wife's attorney. Husband and Wife agree that as part of the
property settlement, the parties shall equally divide the monies held
in escrow from the sale of the marital home.
8. DEBTS. Both Husband and Wife hereto covenant and agree that he or she has not
in the past and will not at any time in the future incur or contract any debt, charge or
liability for which the other of them, their legal representatives, or their property or
estate may become liable; and each of them further covenants at all times to keep the
other free, harmless and indemnified of and from all debts, charges and liabilities
hereafter or heretofore contracted by them, except as hereinafter provided.
Each of the parties will pay all current bills and outstanding bills incurred on or
before the date of separation of the parties to the same extent that he or she has been
paying them in the past and neither party shall incur any unusual bill which will bind
the other party.
9. COUNSEL FEES AND COSTS. Husband and Wife each agree to pay and be
responsible for their own attorney's fees and costs incurred with respect to the
negotiation of this property settlement agreement and the divorce proceedings related
thereto.
10. ALIMONY, ALIMONY PENDENTE LITE, AND EXPENSES Husband and
Wife accept the provisions of this Agreement in lieu of and in full and final settlement
and satisfaction of all claims and demands that they may now or hereafter have against
the other for alimony, alimony pendente lite, or expenses, or for any other provisions
for support and maintenance before, during and -after the commencement of any
proceedings for the divorce or annulment between the parties.
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11. DIVORCE. A Complaint in divorce has been filed to No. 2005-5830 in the Court of
Common Pleas of Cumberland County, Pennsylvania, and either party shall be free to
proceed without further delay to secure the divorce. Both parties shall sign an affidavit
evidencing their consent to the divorce, pursuant to §3301(c) of the Divorce Code. In
the event, for whatever reason, either party fails or refuses to execute such affidavit
upon the other party's timely request, that party shall indemnify, defend and hold the
other harmless from any and all additional expenses, including actual counsel fees,
resulting from any action brought to compel the refusing party to consent. Each party
hereby agrees that a legal or equitable action may be brought to compel him or her to
execute a consent form and that, absent some breach of this Agreement by the
proceeding party, there shall be no defense to such action asserted.
12. BANKRUPTCY. The parties further warrant that they have not heretofore instituted
any proceedings pursuant to the bankruptcy laws nor are there any such proceedings
pending with respect to them that have been initiated by others. It is stipulated and
agreed by the parties that the terms of this Agreement as they resolve the economic
issues between the parties incidental to their divorce and the obligations of the parties
to each other resulting therefrom shall not be dischargeable in bankruptcy, should
either party file for protection under the Bankruptcy Code at any time after the date of
execution of this Agreement.
13. RECONCILIATION. Notwithstanding reconciliation between the parties, this
agreement shall continue to remain in full force and effect absent a writing signed by
the parties stating that this Agreement is null and void.
14ANCORPORATION IN FINAL DIVORCE DECREE. The terms of this
Agreement shall be incorporated but shall not merge in the final divorce decree
between the parties. The terms shall be incorporated into the final divorce decree for
the purposes of enforcement only and any modification of the terms hereof shall be
valid only if made in writing and signed by both of the parties. Any court having
jurisdiction shall enforce the provision of this Agreement as if it were a Court Order.
This Agreement shall survive in its entirety, resolving the spousal support, alimony,
equitable distribution and other interests and rights of the parties under and pursuant
to the Divorce Code of the Commonwealth of Pennsylvania, and no court asked to
enforce or interpret this Agreement shall in any way change the terms of this
Agreement. This Agreement may be enforced independently of any support order,
divorce decree or judgment and its terms shall take precedence over same, remaining
the primary obligation of each party. This Agreement shall remain in full force and
effect regardless of any change in the marital status of the parties. It is warranted,
covenanted and represented by Husband and Wife, each to the other, that this
7
Agreement is lawful and enforceable, and this warranty, covenant and representation is
made for the specific purpose of inducing the parties to execute the Agreement.
15. DATE OF EXECUTION. The "date of execution" or "execution date" of the
Agreement shall be defined as the date upon which it is executed by the parties if they
have each executed the 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 the Agreement.
16. FULL DISCLOSURE. Each party asserts that he or she has made or shall make a
full and complete disclosure of all the real and personal property of whatsoever nature
and whosesoever located belonging in any way to each of them, of all debts and
encumbrances incurred in any manner whatsoever by each of them, and of all sources
and amounts of income received or receivable by each party.
17. 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.
18. BREACH. If either party breaches any provision of this Agreement, the other party
shall have the rights, at his or her election, either to pursue his or her rights in having
the terms of this Agreement enforced as an Order of Court or to sue for specific
performance or for damages for such breach, and the party breaching this Agreement
shall be responsible for legal fees and costs incurred by the other in enforcing his or her
rights under this Agreement.
19. PENNSYLVANIA LAW. The parties agree that the terms of this Agreement and
any interpretation and/or enforcement thereof shall forever be governed by the Laws
of the Commonwealth of Pennsylvania.
20. WAIVER OF MODIFICATION TO BE IN WRITING. No modification or
waiver of any of the terms hereof shall be valid unless made in writing and signed by
both of the parties.
21. ADDITIONAL INSTRUMENTS Each of the parties shall from time to time, at
the request of the other, execute, acknowledge, and deliver to the other party any and
all further instruments, including Deeds and other real estate-related documents, titles,
or other documents that may be reasonably required to give full force and effect to the
provisions of this Agreement.
8
22. SEVERABILITY. 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 shall continue in full force, effect and
operation.
23. WARRANTY. Husband and Wife again acknowledge that they have each read and
understood this Agreement, and each warrants and represents that it is fair and
equitable to each of them.
24. DESCRIPTIVE HEADINGS. The descriptive headings used herein are for
convenience only. They shall have no effect whatsoever in determining the rights or
obligations of the parties.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties
hereto have hereunto set their hands and seals the day and year first above written. This
Agreement is executed in duplicate, and each party hereto acknowledges receipt of a duly
executed copy thereof.
WITNESSES:
MICHAEL LEE
MAd(IL
F
RE
4RA
E
9
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF eUtnBER-kAA)b
On this day oQ 2008, before me, the undersigned officer,
&t??
personally appeared MICHAEL LEE McELFRESH, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within Agreement, and
acknowledged that he executed the same for the purposes therein contained.
Q. ???
NOTARY PUBLIC
"FiNNSYLVANIA
Nn?ary Public
?_t. ?Ktr, v r "irtw!and Cocnty
iG 2!.A.)
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY
On this L day of ? 2008, before me, the undersigned officer
,
personally appeared LAURA MAY McELFRESH, known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within Agreement, and acknowledged that
she executed the same for the purposes therein contained.
NOTARY PUBLIC
NWEALTH OF PENNSYLVANIA
NoMft sea
Shmm re ulftaw court,
MYOO m EXPh* Apol 72009
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DEC Q 6 2000`
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MICHAEL LEE McELFRESH,
Plaintiff
V.
LAURA MAY McELFRESH,
Defendant
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 05-5830 CIVIL
IN DIVORCE
PRAECIPE TO TRANSMIT RECORD
TO THE PROTHONOTARY:
Transmit the record. together with the following information, to the Court for entry of a
divorce decree:
l . Ground for divorce: irretrievable breakdown under Section 3301(c) of the
Divorce Code.
2. Date and manner of service of the complaint:
Acceptance of Service signed by Kara W. Haggerty, Esq. on 1/26/06.
3. Complete either paragraph (a) or (b):
(a) Date of execution of the affidavit of consent required by Section 3301(c)
of the Divorce Code: by Plaintiff December 18, 2008 ;
by Defendant_ December 17, 2008
(b)(1) Date of execution of the Plaintiffs affidavit required by Section 3301(d) of
the Divorce Code:
(2) Date of service of the Plaintiffs affidavit upon the Defendant:
4. Related claims pending: None
5. (a) Date and manner of service of the notice of intention to file praecipe to
transmit record, a copy of which is attached:
(b) Date Plaintiffs Waiver of Notice in §3301(c) Divorce was filed with the
prothonotary: Concurrently herewith.
Date defendant's Waiver of Notice in §3301(c) Divorce was filed with the
prothonotary: Concurrently herewith.
Each party has filed a Waiver of the Notice of Intention to Request Entry of A
Divorce Decree.
k1k. " -
A
Mark A. Mateya, squire
P.O. Box 127
Boiling Springs, PA 17007
(717) 241-6500
Attorney for Plaintiff
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Michael T.Pe McElfre h
V.
Laura May McElfresh NO. 2005-51330
DIVORCE DECREE
AND NOW, ?ow?ery IGOR it is ordered and decreed that
Michael Lee McElfre nh , plaintiff, and
Laura May McElfre: h , 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.")
The Marriage Settlement Agreement entered into by and between
the parties is incorporated but not merged into the Divorce
Decree.
By the Court,
Attest: J.
Prothonotary
7e
JUN 2 5 2009
Michael L. McElfresh
Plaintiff
vs.
Laura M. McElfresh
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - IN DIVORCE
NO. 2005-5830
QUALIFIED DOMESTIC RELATIONS ORDER
This Order is intended to be a Qualified Domestic Relations Order ("QDRO") as defined in
Section 206(d) of the Employee Retirement Income Security Act of 1974, as amended ("ERISA")
and Section 414(p) of the Internal Revenue Code of 1986, as amended (the "Code").
SECTION 1. REQUIRED BACKGROUND INFORMATION
A. Identification of the Plan
This Order applies to benefits under the Western Conference of Teamsters Pension
Plan (the "Plan").
B. Identification of Participant
1. Participant's Name: Michael L. McElfresh
2. Mailing Address: 55 Brian Drive, Carlisle, PA 17015
3. Date of Birth: March 2, 1954
4. Participant shall keep the Plan advised at all times of his current mailing address.
C. Identification of Alternate Payee
1. Alternate Payee's Name: Laura M. McElfresh
2. Mailing Address: 5 Larken Lane, Mt. Holly Springs, PA 17065
3. Date of Birth: February 20, 1963
4. Alternate Payee shall keep the Plan advised at all times of her current mailing
address.
D. Identification of Alternate Payee's Beneficiary
1. Name of Alternate Payee's
Beneficiary Betty Jean Carter
2. Mailing Address: 5 Larken Lane, Mt. Holly Springs, PA 17065
3. Date of Birth: May 2, 1930
4. Alternate Payee may change the identity of her beneficiary at any time by
following the Plan's beneficiary designation procedures. If Alternate Payee's
designated beneficiary is not living when any payment is to be made on Alternate
Payee's behalf, then payment shall be made in equal shares to Alternate payee's
survivor(s) in the first surviving class among the following: (1) spouse; (2)
children, (3) parents, (4) siblings and (5) estate.
QDRO
Page 2
E. Statement of Confidential Information
Participant's, Alternate Payee's and Alternate Payee's Beneficiary's Social Security
number must be entered on a separate form supplied by the Plan entitled "Statement of
Confidential Information." The form must be completed and returned to the Plan with a copy of
this Order, or as soon as possible thereafter. The Plan requires this information for tax purposes.
The form is not a public record and must not be filed as part of these proceedings.
F. Dates Required for Calculating Community/Marital Property Interest
1. Date of Marriage: March 7, 1992
2. Date of Separation: November 4, 2005
SECTION 2. ENFORCEABILITY OF THIS ORDER
This Order shall be enforceable against the Plan ONLY if and when the conditions in Section
2.A. and 2.B. are both met.
A. Timing
1. This Order is submitted to the Plan Administrator before the date payment of
Participant's plan benefits begin; or
2. If Plan benefits to Participant have begun, in connection with these proceedings:
a. The Plan has been withholding (or has been required to withhold) all or a
portion of any payments made to Participant, and
b. This Order is submitted to the Plan Administrator within 18 months of the
date the Plan began (or was required to begin) the withholding described in Section 2A.2.a.
B. Determination of Order as a QDRO
The Plan makes a final determination that this Order is a QDRO; or
2. A court of competent jurisdiction makes a final determination that this Order is a
QDRO after the Plan makes a final determination that this Order is not a QDRO (or fails to make
a determination within a reasonable period of time whether this Order is or is not a QDRO).
SECTION 3. DESIGNATION OF ALTERNATE PAYEE'S SEPARATE PERCENTAGE
INTEREST IN PARTICIPANT'S BENEFITS
A. The Court finds that Participant has earned Plan benefits that are marital property of
the Participant and Alternate Payee.
B. The Court awards Alternate Payee a separate interest in Participant's plan benefits
equal to 50% of the marital property portion of the Participant's normal retirement benefit
accrued to the effective date of Alternate Payee's plan benefits ("Alternate Payee's Separate
QDRO
Page 3
Percentage Interest"). The effective date of Alternate Payee's plan benefits is hereinafter referred
to as "Alternate Payee's Benefit Commencement Date" (see also Sections 4.C. and 9.E. for more
information regarding Alternate Payee's Benefit Commencement Date).
C. Alternate Payee's Separate Percentage Interest in Participant's plan benefits shall be
determined using the following formula:
Participant's Total Hours of Benefit Service Under
the Plan Earned From the Date of Marriage to the
50% X Date of Separation
Participant's Total Hours of Benefit Service Earned
up to Alternate Payee's Benefit Commencement Date
D. The Plan shall determine Participant's "Hours of Benefit Service" to be included in the
numerator and the denominator of the above fraction in accordance with the Plan's terms and
procedures.
E. Except as provided in Section 6, if Alternate Payee dies before Alternate Payee's
Benefit Commencement Date, Participant shall be entitled to Participant's entire interest in the
Plan and neither Alternate Payee nor Alternate Payee's Beneficiary shall have any interest in any
of Participant's plan benefits.
SECTION 4. PAYMENT OF ALTERNATE PAYEE'S BENEFITS: This Section applies
ONLY if Participant has reached his or her Earliest Retirement Date under the Plan
and is not then receiving Disability Retirement Benefits (see Section 8 and 9.E.2) and
ONLY if Alternate payee does not die before Alternate Payee's Benefit Commencement
Date.
A. Determination of Alternate Payee's Benefit
In accordance with the Plan's QDRO procedures, the Plan shall convert Alternate
Payee's Separate Percentage Interest in Participant's normal retirement benefit, accrued to
Alternate Payee's Benefit Commencement Date, to an actuarially equivalent benefit based on
Alternate Payee's life.
B. Form of Benefit
The Plan shall make payments to Alternate Payee in the normal form of benefit under
the Plan (that is, the Life Only Pension) or in any other form of benefit permitted by the Plan and
elected by Alternate Payee (for example, a Benefit Adjustment Option or an Optional Lump Sum
Death Benefit), other than:
A disability retirement pension, or
2. A joint and survivor pension.
QDRO
Page 4
C. Commencement of Alternate Payee's Benefits
The Plan shall make payments to Alternate Payee in satisfaction of Alternate Payee's
Separate Percentage Interest in Participant's normal retirement benefit in accordance with the
following provisions:
1. Alternate Payee must file with the Plan an application for benefits on a form
prescribed by the Plan.
2. Payment to Alternate Payee shall begin on the date elected by Alternate Payee,
provided that date:
a. Is the first day of a calendar month;
b. Is not more than three months before Alternate Payee's application for
benefits is received by the Plan; and
C. Notwithstanding Section 4.C.2.b above, is no later than the earlier of
Participant's Benefit Commencement Date or Participant's date of death.
D. Subsidies for Early Retirement
Payments to Alternate Payee shall not take into account the value of any subsidy for
early retirement except as follows:
Timing
a. The Plan shall take into account the value of any subsidy for early
retirement ONLY if and when the following conditions are met:
The Plan commences payment of Plan benefits to Participant, and
ii. Such benefits include a subsidy for early retirement.
b. Alternate Payee shall be entitled to receive Alternate Payee's interest in any
early retirement subsidy payable with respect to Participant beginning with Participant's Benefit
Commencement Date.
2. Amount
a. The amount of Alternate Payee's interest in any early retirement subsidy
payable to Participant, and any adjustment to Alternate Payee's benefits to reflect that interest,
shall be determined in accordance with the Plan's QDRO procedures.
b. In no event shall the amount of Alternate Payee's interest in any early
retirement subsidy payable to Participant include any amount Participant could have received as
an early retirement subsidy had Participant begun receiving Plan benefits on a date earlier than
Participant's actual Benefit Commencement Date.
QDRO
Page 5
SECTION 5. DEATH AND SURVIVOR BENEFITS PAYABLE TO ALTERNATE PAYEE.
This Section 5 applies ONLY if Participant dies before Participant's Earliest Retirement
Date under the Plan and before Alternate Payee, and Participant is not then receiving
Disability Retirement Benefits (see Section 8 and 9.E.2).
A. The Plan shall treat Alternate Payee as Participant's "surviving spouse" for purposes of
the immediate or deferred Before Retirement Spouse Lifetime Pension, as appropriate, but only to
the extent of Alternate Payee's Separate Percentage Interest in Participant's normal retirement
benefit. The Before Retirement Spouse Lifetime Pension satisfies the qualified preretirement
survivor annuity requirements mandated by Federal pension law (ERISA Section 205(e)).
B. The Plan shall pay Alternate Payee an amount equal to Alternate Payee's Separate
Percentage Interest in any Basic Lump Sum Death Benefit that becomes payable upon
Participant's death.
SECTION 6. DEATH AND SURVIVOR BENEFIS PAYABLE TO ALTERNATE PAYEE'S
BENEFICIARY. This Section 6 applies ONLY if Participant and Alternate payee each
die before their respective Benefit Commencement Dates and Alternate Payee
predeceases Participant.
The Plan shall pay Alternate Payee's Beneficiary an amount equal to Alternate Payee's
Separate Percentage Interest in any lump sum death benefits that become payable upon
Participant's death (that is, the Basic Lump Sum Death Benefit and, if applicable, the Before
Retirement 48-Month Death Benefit).
SECTION 7. DETERMINATION OF PARTICIPANT'S BENEFITS
A. This Section 7.A. applies only if Section 4, 5 or 6 applies. The Plan shall reduce
Participant's normal retirement benefit, and the amount of any benefits that are calculated by
reference to Participant's normal retirement benefit, by Alternate Payee's Separate Percentage
Interest therein.
B. This Section 7.B. applies only if Section 5 or 6 applies. The Plan shall reduce the Basic
Lump Sum Death Benefit payable to Participant's Beneficiary by an amount equal to Alternate
Payee's Separate Percentage Interest.
C. Any benefits payable under the Plan with respect to Participant that have not been
awarded to Alternate Payee (or Alternate Payee's Beneficiary) by this Order are awarded to
Participant.
SECTION S. DISABILITY RETIREMENT BENEFITS (See Section 9.E2 for definition).
This Section applies ONLY if (i) Participant's Disability Retirement Benefits
Commencement Date is before Participant's Earliest Retirement Date under the Plan
and Alternate Payee is then alive, and (ii) Alternate Payee has not received payments
under Section 4 before the Plan approves Participant's application for Disability
Retirement Benefits.
QDRO
Page 6
A. As soon as practicable following the Plan's receipt of Participant's application for
benefits, the Plan shall send Alternate Payee written notice to Alternate Payee's last reported
address to the Plan that Participant has applied for disability benefits.
B. Sections 4 through 7 of this Order shall not apply except in the event Participant
recovers from disability as provided in Section 8.D.
C. In accordance with Section 10, the parties shall obtain a new QDRO that implements
the payment of Alternate Payee's marital property interest under Section 3 in light of
Participant's entitlement to Disability Retirement Benefits before Participant's Earliest
Retirement Date. The new order shall take into account the parties' circumstances at the time of
Participant's Disability Benefit Commencement Date such as whether Participant is married or
whether state law impacts the division of disability benefits.
D. The Plan shall withhold Alternate Payee's fractional interest in Participant's Plan
benefits (as determined under Section 3.C) from each of Participant's monthly lifetime Disability
Retirement Benefit payments until the Plan receives a QDRO pursuant to Section 8.B. The Plan
shall dispose of the withheld benefits in accordance with the terms of the new QDRO.
E. If Participant loses entitlement to Disability Retirement Benefits before Participant's
Earliest Retirement Date, the Plan shall pay Alternate Payee and Participant in accordance with
Sections 4 through 8 of this Order. Any QDRO that has been entered pursuant to Section 8.13
shall no longer apply unless Section 8 applies again.
F. Nothing in this Order shall prevent the Plan from processing and paying Participant's
interest in the Disability Retirement Benefits.
SECTION 9. GENERAL PROVISIONS
A. Compliance with ERISA and the Code
Pursuant to Federal law, this Order shall not be construed to:
1. Provide Alternate Payee any type or form of benefit, or any option, not otherwise
provided under the Plan;
2. Provide a benefit to Alternate Payee which could have the effect of increasing
Participant's total accrued benefit; and
3. Provide Plan benefits to Alternate Payee that are required to be paid to another
alternate payee under another order previously determined to be a QDRO.
B. Participant's Cooperation Required
Participant must cooperate fully with Alternate Payee and the Plan to carry out the
conditions of this Order.
QDRO
Page 7
C. Alternate Payee's Cooperation Required
Alternate payee must provide the Plan with whatever information the Plan reasonably
needs to determine Alternate Payee's entitlement to benefits.
D. The Plan's Right to Recover Overpayments
Payments by the Plan pursuant to this Order shall be without prejudice to any right
the Plan has under applicable law to seek recoupment or offset for overpayment.
E. Definitions
1. Benefit Commencement Date shall mean the "annuity starting date" as that term
is defined in the Code and corresponding Treasury Regulations.
2. Disability Retirement Benefits shall mean those Plan benefits provided to retirees
pursuant to Article 9 of the Plan.
F. Participant's Beneficiary
Participant may designate or change Participant's Beneficiary under the Plan without
the consent of Alternate Payee or Alternate Payee's Beneficiary.
G. Effect of Plan Changes
If changes in the terms of the Plan prevent the Plan from making any payment
expressly provided for in this Order, for the purpose of maintaining the Order's status as a QDRO,
the Plan is authorized to interpret the Order in a manner that is consistent with this Order and
the Plan as changed. Any such interpretation by the Plan is subject to review by the Court in
accordance with Section 10 by petition of either party.
QDRO
Page 8
SECTION 10. RESERVATION OF JURISDICTION
The Court retains jurisdiction to make such further orders as are appropriate to (i)
implement Section 8.B., (ii) enforce or clarify the provisions of Sections 1 through 9, or (iii) amend
this order for the purpose of establishing or maintaining this Order's qualification as a Qualified
Domestic Relations Order.
1h
EXECUTED this I L day of
-Soh
CONSENT TO ORDER:
0 9
Date
6-q-")g
Date
Date
Db D'-do
Date
«j??; t Mme. Ik &t?w- . 4 -
6_aG-69
BY THE COURT
?* -V,
Judge
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Plaintiff/Participant
?Utk
Attorney for Plainti articipant
4 9fedant/Alternate Pa ee
Attorney for Defe ci Alte e Payee
OF THE Pp=0'r';OtlibTAPY
249 JUN 25 Pm 2: 10
i 1 V"4SYW StV ! ? ^
JAI
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