HomeMy WebLinkAbout02-4222DIANE G. RADCLIFF
3448 TRINDLE ROAD
CAMP HILL, PA 17011
(717) 7374~100
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
:
: CIVIL ACTION - LAW
: DIVORCE
NOTICE
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
~roceed without you and a decree of divorce or annulment may be
~ntered against you by the court. A judgment may also be entered
kgainst 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 Office of the
?rothonotary at the Cumberland County Courthouse, Carlisle,
Pennsylvania.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY
COUNSEL FEES OR EXPENSES BEFORE THE FINAL DECREE OF DIVORCE OR
ANNI/LMENT 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
)FFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
2 LIBERTY AVENUE
CARLISLE, PA 17013
(717) 249-3166
DIANE G. RADCLIFF
3448 TRINDLE ROAD
CAMP HILL, PA 17011
(717) 7374)100
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS, :
Plaintiff :
:
v. : NO.
:
KEVIN L. ROGERS, : CIVIL ACTION -
Defendant : DIVORCE
COMPLAINT
AND NOW, this ~'~day of September, 2002, comes the
Plaintiff, Susan J. Rogers, by her attorney, DIANE G. RADCLIFF,
ESQUIRE, and files this Complaint in Divorce of which the following
is a statement:
COUNT I: DIVORCE
1. The Plaintiff is Susan J. Rogers, an adult individual residing
at 113 Lancaster Boulevard, Mechanicsburg, Cumberland County,
Pennsylvania 17055.
The Defendant is Kevin L. Rogers, an adult individual residing
at 1429 Apple Drive, Apartment 156, Mechanicsburg, Cumberland
County, Pennsylvania 17055.
Plaintiff and/or Defendant have been bona fide residents of
the Commonwealth for at least six (6) months previous to the
filing of this Complaint.
Plaintiff and Defendant were married on November 29, 1980 at
Lakewood, California.
There have been no prior actions of divorce or annulment
between the parties.
Plaintiff has been advised of the availability of counseling
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DIANE G. RADCLIFF
3448 TRINDLE ROAD
CAMP HILL, PA 17011
(717) 7374)100
and the right to request that the Court require the parties to
participate in counseling.
The Defendant is not a member of the Armed Services of the
United States or any of its Allies.
The Plaintiff avers that the grounds on which the action is
based are:
~01 c : The marriage is irretrievably broken;
WHEREFORE, Plaintiff requests this Honorable Court to enter a
decree in divorce, divorcing the Plaintiff and Defendant.
Respectfully submitted,
~J2%~-~. '3kDCLIFF, ESQUIRE
~3448 T~findle Road ~
~ill, PA 17011 ~
Supreme Court ID # 32112
Phone: (717) 737-0100
Fax: (717) 975-0697
DIANE G. RADCLIFF
3448 TRINDLE ROAD
CAMP HILL, PA 17011
(717) 737-0100
VERIFICATION
Susan J. Rogers verifies that the
Complaint are true and correct. Susan J.
false statements herein are made
Pa.C.S. Section 4904, relating
authorities.
statements made in this
Rogers understands that
subject to the penalties of 18
to unsworn falsification to
Susan J. Rog)er~
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SUSAN J. ROGERS/9.4.02. ACCEPTANCE OF SERVICE FORM
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, pENNSYLVANIA
· NO. 02-4222 CIVIL TERM
:
: CIVIL ACTION -. LAW
: DIVORCE
ACCEPTANCE OF SERVICE
I, the Defendant in the above captioned action, hereby accept
service of a certified copy of the Complaint, endorsed with the
Notice to Plead, which Complaint was filed in the above captioned
matter on September 4, 2002.
Date· ~1~ -¢~
KEVIN L. RO
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SUSAN ROGERS/10.14.02. MARITAL AGREEMENT
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
NO. 02-4222 CIVIL TERM
CIVIL ACTION - LAW
DIVORCE
MARITAL
AGREEMENT
BETWEEN
KEVIN
L. ROGERS
AND
SUSAN J.
ROGERS
TABLE OF CONTENTS
INTRODUCTION AND PREAMBLE .............................. 1
ARTICLE I.
General Provisions 2
ARTICLE II.
Property Distribution Provisions .........................
11
ARTICLE III.
Debts
17
ARTICLE IV.
Counsel Fees, Alimony, Spousal Support, APL, Child
Support, Health Insurance, Child Custody and Educational
Expenses ................................................
20
ARTICLE V.
Tax Provisions
ARTICLE VI,
Closing Provisions and Execution .........................
26
Notary Page. 27
INTRODUCTION
THIS AGREEMENT made this 10th day of D_~, 2002, by
and between SUSAN J. ROGERS ("Wife") of 113 Lancaster Blvd.,
Mechanicsburg, PA 17055 and KEVIN L. ROGERS ("Husband") of 381
North Middlesex Road, Carlisle, PA 17013.
WI TNE S E T~i :
WHEREAS, the parties hereto are husband and wife, having
been married on November 29, 1980 in Lakewood, California and
separated in March 2001.
WHEREAS, There were two (2)children born of this marriage:
Shannon L. Rogers, born on January 6, 1982 and Christopher D.
Rogers, born on April 9, 1987, (the "Children").
WHEREAS, diverse and unhappy differences, disputes and
difficulties have arisen between the parties and it is the
intention of Husband and Wife to live separate and apart for the
rest of their natural lives, and the parties hereto are desirous of
settling fully and finally their respective financial and property
rights and obligations as between each otlher including, without
limitation by specification: the settling of all matters between
them relating to the ownership and equitable distribution of real
and personal property; the settling of all matters between them
relating to the past, present and future support, alimony and/or
maintenance of Wife by Husband or of Husband by Wife; and in
general, the settling of any and all claims and possible claims by
one against the other or against their respective estates.
NOW, THEREFORE, in consideration of the premises and
mutual promises, covenants and undertakings hereinafter set forth
and for other good and valuable consideration, receipt of which is
hereby acknowledged by each of the parties hereto, Wife and
Husband, each intending to be legally bound hereby, covenant and
agree as follows:
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ARTICLE I
GENERAL PROVISIONS
SECTION 1.01. INCORPORATION OF PREAMBLR. The recitals
set forth in the Preamble of this Marital Agreement are
incorporated herein and made a part hereof as if fully set forth in
the body of the Marital Agreement.
SECTION 1.02. DIVORCE DECREE. The following shall apply to
the divorce decree to be entered in the above captioned case:
Section 1.02.01. Execution and Filinq of Divorce Doc~,~entm.
The parties acknowledge that their marriage is irretrievably
broken, and that they will secure a mutual consent no-fault
divorce decree in the above captioned divorce action. Upon
the execution of this Marital Agreement the parties shall
execute and deliver to Diane G. Radcliff, Esquire their
Affidavits of Consent and Waiver of Notice Forms. Upon
receipt of said documents Diane G. Radcliff Esquire shall
prepare all of the other documents necessary to finalize the
divorce, and shall file the same so that the divorce decree
can be entered as soon as is practical.
Section 1.02.02. Failure to Siqn Divorce Doc,,~ent~: If
either party fails or refuses to finalize said divorce or
execute and file the documents necessary to finalize the
divorce, said failure or refusal shall be considered a
material breach of this Marital Agreement and shall entitle
the other party, at his or her option, to terminate this
Marital Agreement, in which event the parties shall be
restored to the same legal position each had been immediately
prior to the execution of this Marital Agreement, and either
party may then proceed with the litigation of any claims
heretofore raised in this divorce action the same as of this
Marital Agreement has never been executed by the parties.
Section 1.02.03. Incorporation. The terms of this Marital
Agreement shall be incorporated into any Divorce Decree which
may be entered with respect to them.
Section 1.02.04. ~. This Marital Agreement shall
not merge with the Divorce Decree, but rather, it shall
continue to have independent contractual significance and each
party shall maintain their contractual remedies as well as
court remedies as the result of the aforesaid incorporation or
as otherwise provided by law or statute.
SECTION 1.03. DATE OF EXECUTION. The "date of execution",
"execution date" or "date of this Marital. Agreement" shall be
defined as the date of execution by the party last executing this
Marital Agreement.
SECTION 1.04. 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 Marital Agreement unless otherwise
specified herein.
SECTION 1.05. EXECUTION OF AGREEMENT. with respect to the
execution of this Marital Agreement the following shall apply:
Section 1.05.01. Advice of Counsel. Wife has been represented
by Diane G. Radcliff, Esquire in these proceedings. Wife
acknowledges that she fully understand the facts and that she
has been fully informed as to her legal rights and obligations
by said Diane G. Radcliff, Esquire,. Husband is not
represented by legal counsel in these proceedings and has been
advised of his right to receive independent legal advice from
counsel of his selection prior to tile execution of this
Marital Agreement and that he voluntarily has decided not to
retain such counsel. Husband further acknowledges that he is
fully aware and informed of his legal rights and obligations,
that he accepts said this Marital Agreement.
Section 1.05.02. Voluntary Execution and Knowledge. Each
party acknowledges that this Marital Agreement has been
entered into of his or her own volition, with full knowledge
of the facts and full disclosure of their separate and joint
estates and income and of his or her legal rights and
obligations.
Section 1.05.03. Reasonableness. Each party hereby
acknowledges that this Marital Agreement is fair and
equitable, that it adequately provides for his or her needs
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and is in his or her best interests.
Section 1.05.04. Fraud and Undue Influence. Each party
acknowledges that the execution of this Marital Agreement is
not the result of any fraud, duress:, or undue influence
exercised by either party upon the other or by any other
person or persons upon either party, and that it is not the
result of any collusion or improper or illegal agreement or
agreements.
SECTION 1.06. FINANCIAL DISCLOSURE. The parties confirm
that each has relied on the substantial accuracy of the financial
disclosure of the other as an inducement to the execution of this
Marital Agreement, and each party acknowledges that there has been
a full and fair disclosure of the parties' marital assets and debts
and the parties' respective incomes, which has been provided to
each party.
SECTION 1.07. PROCEDURAL RIGHTS. Each party understands
that, but for the terms of this Marital Agreement, each party has
the following rights, all of which are hereby waived:
Section 1.07.01. ~. The right to obtain an inventory
of all marital and separate property as defined by the
Pennsylvania Divorce Code.
Section 1.07.02. ~i~.ILI~z~Lo~. The right to have all such
property valued by means of appraisals or otherwise.
Section 1.07.03. Income and Ex_Dense Statement. The right to
obtain an income and expense statement of the other party as
provided by the Pennsylvania Divorce Code, except in instances
where such an income and expense statement is hereafter
required to be filed in any child support action or any other
proceedings pursuant to an order of court.
Section 1.07.04. D~.D~. The right to compulsory
discovery as permitted by the Rules of Civil Procedure, to
assist in the discovery and verification, of facts relevant to
their respective rights and obligations, including the right
to question the other party under oath.
Section 1.07.05. Determination of Property Statu~. The right
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to have the court determine which property is marital and
which is non-marital, and equitably distribute between the
parties that property which the court determines to be
marital.
Section 1.07.06. Other Rights and Remedie~. The right to
have the court decide any other rights, remedies, privileges,
or obligations covered by this Marital Agreement, including,
but not limited to, claims for divorce, equitable distribution
of marital property and debts, spousal support, alimony,
alimony pendente lite (temporary alimony), counsel fees, costs
and expenses, which court decision concerning the parties'
respective rights and obligations might be different from the
provisions of this Marital Agreement.
SECTION 1.08. BANKRUPTCY. The parties hereby agree that the
provisions of this Marital Agreement shall not be dischargeable in
bankruptcy and expressly agree to reaffirm any and all obligations
contained herein. In the event a party files such bankruptcy and
pursuant thereto obtains a discharge of any obligations assumed
hereunder, the other party shall have the right to declare this
Marital Agreement to be null and void and to terminate this Marital
Agreement in which event the division of the parties' marital
assets and all other rights determined by this Marital Agreement
shall be subject to court determination the same as if this Marital
Agreement had never been entered into.
SECTION 1.09. SOCIAL SECURITY BENEFIT~. The parties
agree that, subject to the rules and regulations of the Social
Security Administration, each of the parties, shall continue to be
eligible for Social Security benefits to which he or she would
ordinarily be qualified as a party to a divorce after a marriage of
ten (10) years or more in duration, if the parties' marriage is
determined to be of ten (10) or more years in duration.
SECTION 1.10. PERSONAL RIGHTS. Huslband and Wife may and
shall, at all times hereafter, live separate and apart. They 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. They may reside at such place or places as
they may select. Each may, for his or her separate use or benefit,
conduct, carry on and engage in any business, occupation,
profession or employment which to him or her may seem advisable.
- 5 -
Husband and Wife shall not molest, harass, d[isturb 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 or in
any manner whatsoever with him or her.
SECTION 1.11. MUTUAL RELEASES. Except as other wise
expressly provided in this Marital Agreement, Husband and Wife each
do hereby mutually remise, release, quitclaim and forever discharge
the other and the estate of such other, for all time to come, and
for all purposes whatsoever, of and from the following:
Section 1.11.01. Claims Against Property or Estate. Any and
all right, title, interest and/or claims in or against the
other party, the property (including income and gain from
property hereafter accruing) of the other or against the
estate of such other, of whatever nature and wheresoever
situate, which he or she now has or at any time hereafter may
have against such other party, the estate of such other party
or the property of the other party or any part thereof,
whether arising out of any former acts, contracts, engagements
or liabilities of such other.
Section 1.11.02. Dower. Curtesy. Widows Rights. Any and all
rights and claims of dower or curtesy, or claims in the nature
of dower or curtesy or widow's or widower's rights, family
exemption or similar allowance, or under the intestate laws,
or the right to take against the spouse's will;
Section 1.11.03. Life Time Conveyances. The right to treat a
lifetime conveyance by the other as testamentary, or all other
rights of a surviving spouse to participate in a deceased
spouse's estate, whether arising under the laws of (i) the
Commonwealth of Pennsylvania, (ii) State, Commonwealth or
Territory of the United States, or (iii) any other country;
Section 1.11.04. Marital Rights. Any rights which either
party may have or at any time hereafter have for past, present
or future support or maintenance, alimony, alimony pendente
lite, counsel fees, equitable distribution, costs or expenses,
whether arising as a result of the marital relation or
otherwise.
Section 1.11.05. Breach Exception. The foregoing shall not
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apply to all rights and agreements and obligations of
whatsoever nature arising or which ~may arise under this
Marital Agreement or for the breach of any provision thereof.
It is the intention of Husband and Wife to give to each other
by the execution of this Marital 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 Marital Agreement or for
the breach of any provisions thereof.
SECTION 1.12. WRITTEN WAIVER OR MODIFICATION. No
modification or waiver of any of the terms hereof shall be valid
unless in writing and signed by both parties and no waiver of any
breach hereof or default hereunder shall be deemed a waiver of any
subsequent default of the same or similar nature.
SECTION 1.13. MUTUAL COOPERATION. Each party shall, at
any time and from time to time hereafter, take any and all steps
that the other party may reasonably require for the purpose of
giving full force and effect to the provisions of this Marital
Agreement. Pursuant thereto Wife and Husband will forthwith, (and
within at least twenty (20) days after demand therefor), execute
any and all written instruments, assignments, releases,
satisfactions, deeds, notes, stock certificates, or such other
writings as may be necessary or desirable for the proper
effectuation of this Marital Agreement, and/or as their respective
counsel shall mutually agree should be so executed in order to
carry out fully and effectively the terms of this Marital
Agreement.
SECTION 1.14. AGREEMENT BINDING ON ~IR~. This Marital
Agreement shall be binding and shall inure 'to the benefit of the
parties hereto and their respective heirs, executors,
administrators, successors and assigns.
SECTION 1.15. INTEGRATION. This Marital Agreement
constitutes the entire understanding of the parties and supersedes
any and all prior agreements and negotiations: between them. There
are no representations or warranties other than those expressly set
forth herein.
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SECTION 1.16. NO WAIVER OF DEFAULT. This Marital
Agreement shall remain in full force and effect unless and until
terminated under and pursuant to the terms of this Marital
Agreement. The failure of either party to insist upon strict
performance of any of the provisions of tlhis Marital Agreement
shall in no way affect the right of such party hereafter to enforce
the same in the future, nor shall it be construed as a waiver of
strict performance of any other obligations herein, nor shall it be
construed as a waiver of any subsequent default of the same or
similar nature.
SECTION 1.17. BREACH. If for any reason either Husband or
Wife fails to perform his or her obligations owed to or for the
benefit of the other party and/or otherwise breaches the terms of
this Marital Agreement, then the other party shall have the
following rights and remedies, all of which shall be deemed to be
cumulative and not in the alternative, unless said cumulative
effect would have an inconsistent result or would result in a
windfall of the other party:
Section 1.17.01. Specific performance. The right to specific
performance of the terms of this Marital Agreement, in which
event the non-breaching party shall be reimbursed for all
reasonable attorney's fees and costs incurred as the result of
said breach and in bringing the action for specific
performance.
Section 1.17.02. I~. The right to damages arising out
of breach of the terms of this Marital Agreement, which
damages shall include reimbursement of all reasonable
attorney's fees and costs incurred as the result of the breach
and in bringing the damage action.
Section 1.17.03. Divorce Code Remed±ea. The right to all
remedies set forth in Section 3502(e) of the Pennsylvania
Divorce Code, 23 PA. C.S.A. 3502(e), and any additional rights
and remedies that may hereafter be enacted by virtue of the
amendment of said statute or replacement thereof by any other
similar laws.
Section 1.17.04. Other Remedies. Any other remedies provided
for in law or in equity.
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Section 1.17.05. Considerations for Attorneys Fee~. Any award
of "reasonable attorneys fees" as used in this Section shall
be based on consideration of (1) the hourly rate charged; (2)
the services rendered; and (3) the necessity of the services
rendered. Determination of reasonableness shall not take into
consideration the amount or nature of the obligation sought to
be enforced or any possibility of settlement for less than the
obligation sought to be enforced by the non-breaching party.
SECTION 1.18. LAW OF PENNSYLVANIA APPLICABLE. This
Marital Agreement shall be construed in accordance with the laws of
the Commonwealth of Pennsylvania.
SECTION 1.19. SEVERABILITY. If any term, condition, clause
or provision of this Marital Agreement slhall 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
Marital Agreement and in all other respects this Marital Agreement
shall remain valid and continue in full force, effect and
operation. Likewise, the failure of either party to meet his or
her obligations under this Marital Agreement under any one or more
of the paragraphs hereunder, with the exception of the satisfaction
of a condition precedent, shall in no way avoid or alter the
remaining obligations of the parties.
SECTION 1.20. MANNER OF GIVING NOTICE. Any notice
required by this Marital Agreement shall be sent to a party at the
address listed on page 1 above, or such other address as that party
may from time to time designate.
SECTION 1.21. EFFECT OF RECONCILIATION. This Marital
Agreement shall remain in full force and effect even if the parties
reconcile, cohabit as Husband and Wife or otherwise, or attempt a
reconciliation. This Marital Agreement shall continue in full
force and effect and there shall be no modification or waiver of
any of the terms hereof unless the parties, in writing, signed by
both parties, execute a statement declaring 12his Marital Agreement
or any term of this Marital Agreement to be null and void.
SECTION 1.22. HEADINGS NOT PART OF AGREEMENT. Any
headings preceding the text of the several Sections and subsections
hereof, are inserted solely for convenience of reference and shall
- 9 -
not constitute a part of this Marital Agreement nor shall they
affect its meaning, construction or effect.
THIS SPACE INTENTIONALLY LEFT BLANK
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ARTICLE II
DISTRIBUTION OF PROPERTY
SECTION 2.01. FINAL EQUITABLE DISTRIBUTION. The
parties agree that the division of all property and debts set forth
in this Marital Agreement is equitable.and in the event an action
in divorce has been or is hereafter commenced, both parties waive
and relinquish the right to divide and distribute their assets and
debts in any manner not consistent with the terms set forth herein
and further waive and relinquish the right to have the court
equitably divide and distribute their marital assets and debts. It
is further the intent, understanding and agreement of the parties
that this Marital Agreement is a full, final, complete and
equitable property division.
SECTION 2.02. AFTER-ACQUIRED PROPERTY. Each of the
parties shall hereafter own and enjoy, independently of any claim
or right of the other, all property, tangible or intangible, real,
personal or mixed, acquired by him or her, since the date of the
parties' marital separation, 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 and each party
hereby waives, releases, renounces and forever abandons any right,
title, interest and claim in and to said after acquired property of
the other party pursuant to the terms of this Section.
SECTION 2.03. WAIVER OF INI{ERITANCM. Each of the
parties hereto does specifically waive, release, renounce and
forever abandon any right, title, interest and claim, if any,
either party may have in and to any inheritance of any kind or
nature whatsoever previously, or in the future, received by the
other party.
SECTION 2.04 AS IS CONDITION.
provided, the parties agree to the
condition of tangible property:
Except as otherwise herein
following regarding the
Section 2.04.01. ~. Each of the parties acknowledge
that he or she have had the opportunity to inspect and view
the tangible property that he or she is to receive as his or
her sole and separate property pursuant to the terms of this
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Marital Agreement.
Section 2.04.02. ~.D~. Each of the parties is fully
aware of the condition of such tangible property.
Section 2.04.03. As Is Condition. Each of the parties is
receiving those assets in ~as is" physical condition, without
warranty or representation by or from the other party.
SECTION 2.05. PERSONAL PROPERTY. With respect to the
tangible personal property of the parties including, but without
limitation with specific reference to, jewelry, clothes, furniture,
furnishings, rugs, carpets, household equipment and appliances,
tools, pictures, books, works of art and other personal property
("the Personal Property"), the parties agree as follows:
Section 2.05.01. ~. Husband and Wife do hereby
acknowledge that they have previously divided the Personal
Property. Hereafter Wife agrees that all of the Personal
Property in the possession of Husband shall be the sole and
separate property of Husband; and Husband agrees that all of
the Personal Property in the possession of Wife shall be the
sole and separate property of Wife.
Section 2.05.02. Waiver. The parties do hereby specifically
waive, release, renounce and forever abandon whatever claims,
if any, he or she may have with respect to the Personal
Property which shall become the sole and separate property of
the other.
SECTION 2 . 06 . VEHICLES. BOATS AND THE LIK~.. with
respect to the vehicles, boats, snowmobiles, motorcycles and the
like owned by one or both of the parties, or the trade in value
thereof, ("the Vehicles") if the Vehicles have been sold or traded
in prior to the date of this Marital Agreement, the parties agree
as follows:
Section 2.06.01. Wife's Vehicle(s). The 1997 Dodge Stratus
owned jointly by the parties and subject to a lien for the
purchase price debt owed to Chrysler Credit Corporation shall
be the sole and separate property of Wife.
Section 2.06.02. Transfer of Title. The title to the Dodge
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Stratus shall be executed by Husband upon his execution of
this Marital Agreement. Since that title will not be
available on that date due to the title being held by Chrysler
Credit Corporation, Husband shall execute a Limited Vehicle
Power of Attorney thereby permitting and authorizing Wife to
execute on his behalf the title and any other documents
regarding the Dodge Stratus including but not limited to
registration forms, license renewals, inspections and/or
transfers of title and/or tags.
Section 2.06.03. %~. The transfer of this vehicle to wife
is subject in all respects to the debt owed to Chrysler Credit
Corporation for which Husband is also liable. Wife shall make
timely payments on that loan until it is paid in full and
shall not take any action with respect to that loan which
would adversely impact upon Husband's credit rating. Wife
shall also keep the Dodge Stratus insured at all times.
Section 2.06.04. ~Ia~. Husband does specifically waive,
release, renounce and forever abandon whatever right, title
and interest he may have in the 1997 Dodge Stratus that is to
be the sole and separate property of Wife pursuant to the
terms of this Section.
SECTION 2.07. REAL ESTATe. The parties are the owners of
a certain tract of improved real estate known and numbered as 113
Lancaster Blvd., Mechanicsburg, PA 17055 ("the Real Estate"), which
is encumbered with a mortgage owed to Mortgage Service Center,
("the Mortgage"). With respect to the Real Estate and the Mortgage
the parties agree as follows:
Section 2.07.01. ~A~. Husband slhall make, execute and
deliver all documents in the usual form conveying,
transferring and granting to Wife all. of Husband's right,
title and interest in and to the Rea]. Estate, and Husband
specifically waives, releases, renounces and forever abandons
all his right, title and interest therein. The deed of
conveyance therefor shall be executed by Husband upon the
signing of this Marital Agreement and delivered to Wife for
recordation upon her signing of this Marital Agreement.
Section 2.07.02. Liens. Enc~mhrances And Restrictions. The
conveyance of the Real Estate to Wife shall be subject to all
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liens and encumbrances including, but not limited to, the lien
of the Mortgage, real estate taxes and any other municipal
liens. The conveyance shall further be under and subject to
any covenants and restrictions of record. Husband shall
remain on the Mortgage until it is refinance or assumed by
Wife or until the Real Estate is sold as hereinafter provided.
Section 2.07.03. Mortgage and Exp_ensem. Wife shall be solely
liable for the timely payment of all expenses for the real
estate, including but not limited the payment of the mortgage,
real estate casualty insurance, utilities, maintenance repairs
and the like, and shall indemnify, protect and hold Husband
harmless therefrom. Wife shall maintain homeowners casualty
insurance on the Real Estate at is fair market replacement
value until such time as Husband is release from all liability
under the Mortgage.
Section 2.07.04. ~. Wife shall refinance or otherwise
solely assume liability for the Mortgage no later than
September 30, 2005, in such manner as to effectively release
Husband from further liability thereunder. The costs of
refinancing shall be paid by Wife.
Section 2.07.05. Sale. In the event Wife is unable to secure
the refinancing/assumption and release, then the Real Estate
shall be listed for sale at its fair market value and shall
remain so listed until the Real Estate is sold or the Mortgage
paid off, whichever shall first occur. At settlement on said
sale the net proceeds after payment of all normal settlement
costs and payment of all existing liens, mortgages and
encumbrances, shall be paid to Wife as her sole and separate
property.
SECTION 2.08. RETIREMENT AND PENSION PLAN~. It is the
intent of the parties to equally divide the combined values of
their respective 401K plans. It is acknowledged that for purposes
of this section Wife's 401K plan is deemed to have a marital value
of $5,967.00, Husband's 401K plan is deemed to have a marital value
of $21,945.47, and a payment of $8,539.92 would be required to be
made by Husband to Wife to equal the division of the two retirement
plans. Based on the foregoing the following shall apply with
respect to the two (2) 401K Plans.
- 14 -
Section 2.08.01. Wife's 401K Plan. Wife's 401K Plan shall be
and remain the sole and separate property of Wife.
Section 2.08.02. Husband's 401K Plan.
shall be divided as follows:
Husband's 401K Plan
Section 2.08.02.A. Wife's Share. Wife shall receive as
her sole and separate property the amount of $8,539.92
from Husband's 401K plan determined and effective as of
December 31, 2001. Wife's $8,539.92 share shall be
credited or debited with any earnings or losses on that
amount occurring after December 3~_, 2001. The transfer
of Wife's share of Husband's 401K plan shall be made
pursuant to a Qualified Domestic Relations Order ("QDRO")
to be entered in the above captioned divorce case so as
to effectuate a tax free roll over of retirement benefits
between the spouses incident to a divorce as permitted by
the Internal Revenue Code. To tlhe extent permissible
under the Husband's 401K Plan, the QDRO will permit Wife
to make a direct transfer of her share of Husband's 401K
plan into an IRA account established or to be established
under Wife's sole name.
Section 2.08.02.B. Husband's Shar~.
amounts in Husband's 401K plan shall
Husband's sole and separate property.
Ail remaining
be and remain
Section 2.08.03. Waiver. Except as specifically provided in
Subsection 2.08.02.A., each of the parties does waive,
release, renounce and forever abandon all of their right,
title, interest or claim, whatever it may be, in the 401K plan
of the other party.
Section 2.08.04. Taxes upon Withdrawal. If either party
withdraws any sums from the Retirement Plans distributed to
him or her pursuant to the terms of this Section (other than
the transfer to be made to Wife pursuant to the QDRO which is
to be a tax free transfer), that party shall be solely liable
for any and all taxes and penalties resulting from that
withdrawal.
SECTION 2.09. BANK ACCOD-NTS/STOCK/LIFE INSURANCE. The
parties acknowledge and agree that they have previously divided to
- 15 -
their mutual satisfaction all of their bank accounts, certificates
of deposit, bonds, shares of stock, investment plans and life
insurance cash value, ("the Accounts"). Hereafter Wife agrees that
all the Accounts held in the name of Husband shall become the sole
and separate property of Husband; and Husband agrees that all the
Accounts held in the name of Wife shall become the sole and
separate property of Wife. Each of the parties does specifically
waive, release, renounce and forever abandon whatever right, title,
interest or claim, he or she may have in the Accounts that are to
become the sole and separate property of the other pursuant to the
terms hereof.
SECTION 2.10. FAMILY DOG. Husband shall take possession of
the family dog within six (6) months of the date of the entry of
the Divorce Decree.
THIS SPACE INTENTIONALLY LEFT BLANK
- 16 -
SECTION III
DISTRIBUTION OF DEBTS
SECTION 3.01. WIFE'S DEBTS. Wife warrants and represents
to Husband that since the parties' marital separation she has not
contracted or incurred any debt or liability' for which Husband or
his estate might be responsible. Wife further represents and
warrants to Husband that she will not contract or incur any debt or
liability after the execution of this Marital Agreement for which
Husband or his estate might be responsible. Wife shall indemnify
and save Husband harmless from any and all claims or demands made
against him by reason of debts or obligations incurred by her.
SECTION 3.02. HUSBAND'S DEBTS. iHusband warrants and
represents to Wife that since the parties' marital separation he
has not contracted or incurred any debt or liability for which Wife
or her estate might be responsible. Husband further represents and
warrants to Wife that he will not contract or incur any debt or
liability after the execution of this Marital Agreement for which
Wife or her estate might be responsible. Husband shall indemnify
and save Wife harmless from any and all claims or demands made
against her by reason of debts or obligations incurred by him.
SECTION 3.03. MARITAL DEBT. During the course of the
marriage, Husband and Wife have incurred[ certain bills and
obligations and have amassed a variety of debts, ("the Marital
Debts"), all of which have been incurred in the individual names of
the parties, and not jointly by them except for the Mortgage
referred to in Section 2.07 and Wife's Vehicle loan referred in
Section 2.06 herein. With respect to the debts incurred during the
marriage the following shall apply:
Section 3.03.01. General Provision. Any debt herein described
shall be deemed to include the current balance owed on the
debt. Unless otherwise herein specifically provided, there
shall be no adjustment for the payment of any portion of the
Marital Debts that a party may have made prior to the
execution of this Marital Agreement, whether or not that debt
is specifically referenced in this Section.
Section 3.03.02. Wife's Debts. Wife shall be solely
responsible for the following bills and debts:
- 17 -
Section 3.03.02.A. Vehicle Loans. Any vehicle loan for
Wife's Vehicle(s) as required and set forth in Section
2.06 herein.
Section 3.03.02.B. Real Estate and Mortgaqe Expense~.
Any and all payments, costs, expenses, and taxes
associated with the Real Estate and the Mortgage as
required and set forth in Section 2.07 herein;
Section 3.03.02.C. Retirement Withdrawal Taxes. Any and
all taxes resulting from her withdrawal of funds from
her Retirement Plans set forth in Section 2.08 herein;
Section 3.03.02.D. Other Individual Debts. Any and all
other debts, liabilities, obligations, loans, credit card
accounts, and the like incurred in Wife's sole name, and
not otherwise provided for herein.
Section 3.03.03. Husband's Debts. Husband shall be solely
responsible for the following bills and debts:
Section 3.03.03.A. Retirement WitfLdrawal Taxes. Any and
all taxes resulting from his withdrawal of funds from his
Retirement Plans set forth in Section 2.08 herein;
Section 3.03.03.B. Other Individual Debts. Any and all
other debts, liabilities, obligations, loans, credit card
accounts, and the like incurred in Husband's sole name
and not otherwise provided for herein.
Section 3.03.04 Cancellation of Joint Debts. Any joint debt
shall be canceled so that neither party can make any further
charges thereunder, and if said charges are made in violation
of this Marital Agreement, then the ]party incurring said
charge shall immediately repay the same.
Section 3.03.05. Non-Disclosed Liability. Any liability not
disclosed in this Marital Agreement shall be the sole
responsibility of the party who has incurred or may hereafter
incur it, and the party incurring or having incurred said debt
shall pay it as it becomes due and payable.
Section 3.03.06. No Further Joint Debt.. From the date of
this Marital Agreement, each party shall only use those credit
- 18 -
accounts or incur such further obligations for which that
party is individually and solely liable and the parties shall
cooperate in closing any remaining accounts which provide for
joint liability.
SECTION 3.04. INDEMNIFICATION. Any party assuming an
obligation pursuant to the terms of this Marital Agreement shall
indemnify, protect and hold the other party harmless from and
against all any and all liability thereunder, including, but not
limited to, any attorney's fees and costs incurred by the other
party as the result of defending against the obligation and/or
enforcing the provisions of this indemnification.
THIS SPACE INTENTIONALLY LEFT BLANK
- 19 -
ARTICLE IV
COUNSEL FEES, ALIMONY, SPOUSAL SUPPORT,
APL, C}{ILD SUPPORT, ~tEALT.H INSURANCW.,
CHILD CUSTODY AND EDUCATIONAL EXPENSES
SECTION 4.01. WAIVER OF COUNSEL FEES. The parties
hereto agree and do hereby waive any right and/or claim each may
have, both now and in the future, against the other for counsel
fees, costs and expenses.
SECTION 4.02. ALIMONY. Husband shall pay Wife alimony in
accordance with the following terms and conditions:
Section 4.02.01. Amour. The alimony amount shall be $400.00
per month through and including June 30, 2007 and shall then
be reduced to $200.00 per month commencing on July 1, 2007.
Section 4.02.02. P~. The alimony amount shall be
prorated for any partial month existing as of the date of this
Marital Agreement.
Section 4.02.03. Payment Terms. The alimony shall be paid
on or before the 20th day of each month for the current month
(month during which the payment is to be made).
Section 4.02.04. Commencement and Termination Date~. The
alimony payments shall commence as of the date of this Marital
Agreement and shall end on December 31, 2008.
Section 4.02.05. Early Termination. The foregoing termination
date notwithstanding, the obligation to make alimony payments
shall terminate prior to the termination date upon the death
of either party, Wife's cohabitation or Wife's remarriage,
whichever shall first occur.
Section 4.02.06. Tax Reporting. The alimony shall be
reported by Wife as income on her applicable income tax
returns and deductible by Husband on his applicable income tax
returns. For all purposes, including income tax treatment
purposes, the payments shall be deemed to be a periodic
- 20 -
payment of alimony between Husband and Wife associated with a
dissolution of their marriage and ]pursuant to a written
marital agreement.
Section 4.02.07. No Modification. The alimony obligation set
forth herein shall not be subject to modification, either
upward or downward, and regardless of any change in financial
circumstances of the parties, whether by the court or the
parties, absent mutual written agreement of the parties.
Section 4.02.08. Payment. Husband shall pay the alimony
directly to Wife. In the event, however, that Husband should
fail to make such payments in a timely manner then at Wife's
election the payments shall be made to and through Domestic
Relations Office of Cumberland County, PA pursuant to a court
order to be entered for that payment and Husband's wages shall
be attached to guaranty that payment.
SECTION 4.03. CHILD SUPPORT. Husband shall pay Wife child
support for the support of the Child, Christopher D. Rogers under
the following terms and conditions:
Section 4.03.01.
per month.
The child support shall be $400.00
Section 4.03.02. P~. The child support amount shall
be prorated for any partial month existing as of the date of
this Marital Agreement.
Section 4.03.03. Payment Terms. The child support shall be
paid on or before the 20th day of each month for the current
month (month during which the payment is to be made).
Section 4.03.04. Commencement and Termination Dates. The
child support shall commence as of the date of this Marital
Agreement (prorated for any partial month existing as of the
date of this Marital Agreement, and shall end on June 30,
2005.
Section 4.03.05. D~. Wife will continue to provide
for Christopher's daily needs during his minority including,
but not limited to, food, shelter, clothing, allowance,
haircuts school supplies and the like.
- 21 -
Section 4.03.06. P~. Husband shall pay the child support
directly to Wife. In the event, however, that Husband should
fail to make such payments in a timely ~nner, then, at Wife's
election, the payments shall be made to and through Domestic
Relations Office of Cumberland County, PA or any other County
having jurisdiction over child support cases, pursuant to a
court order to be entered for that payment, and Husband's
wages shall be attached to guaranty that payment.
SECTION 4.04. HEALTH INSURANCE. The following shall apply
regarding health insurance on the parties and their Children:
Section 4.04.01. Health Insurance for Spouse. Any party
carrying health insurance on the other party shall continue to
provide health insurance coverage on that other party until
the date of the entry of the Divorce Decree. The party for
whom that health insurance is provided shall be entitled to
elect Cobra coverage under the other party's employment policy
in accordance with federal rules and regulations, provided
that he or she shall be solely be responsible for the payment
of the costs therefor.
Section 4.04.02. Health Insurance for Children. Husband
shall continue to provide health insurance coverage on the
Children as long as they, or each of tlhem, are eligible for
that coverage under the terms of Husband's health insurance
plan.
Section 4.04.03. Health Insurance Documentation. Any party
having the insurance coverage for the other party and/or the
Children shall be required to provide the other party with all
documentation pertaining to the insurance including, but not
limited to, medical insurance cards, benefit booklets, claim
submission forms and all statements pertaining to the
determination of insurance coverage as to each claim made
thereunder.
SECTION 4.05. MEDICAL AND DENTAL EXPENSES. The
following shall apply to the medical, dental and optical expenses
for the Children that are not covered by insurance:
Section 4.05.01. Co-Pay Amounts. Wife shall pay the co-
payment amount for office visits for medical treatment
- 22 -
(usually $15.00) and for prescriptions for the Children.
Section 4.05.02 Sharing of Expense~. The parties shall
equally share any other medical, dental, optical, orthodontic
and prescription expenses for the Children not included on
Subsection 4.05.01. and each shall pay 50% of any such
expenses as they are incurred.
Section 4.05.02. Insurance Coverag-. If such expense is
covered in whole or in part by insurance then the amount of
payment owed by each party shall be determined after the
insurance payment is made. In the event payment is due before
the application of the insurance coverage, then the fifty
percent (50%) payment shall be made by each party when the
expense is incurred and when the insurance payment is received
it shall be divided between the parties equally.
Section 4.05.03. Documentation. Any party having the
insurance coverage on the Children shall be required to
provide the other party with all documentation pertaining to
the insurance including, but not limited to, medical and
dental insurance cards, benefit booklets, claim submission
forms and all statements pertaining to the determination of
insurance coverage as to each claim made thereunder.
SECTION 4.06. ~JL$~ll][. The parties shall share custody of
minor child, the Christopher D. Rogers. Christopher shall continue
to live with Wife and will visit or stay with Husband at such times
as the parties shall mutually agree.
SECTION 4.08. EDUCATIONAL EXPENSES. Husband shall pay
for both of the children's post-secondary ,educational expenses
including, but not limited to, tuition, reasonable room and board,
books, supplies, school fees, and a reasonable allowance. Husband
shall pay the foregoing expenses as they are incurred and become
due and payable.
THIS SPACE INTENTIONALLY LEFT BLANK
- 23 -
ARTICLE V
TAX PROVISIONS
SECTION 5.01. INCOME TAX RETURNS AND TAXES. With
respect to income tax returns filed or to be filed and taxes owed
as a result thereof the following shall apply:
Section 5.01.01. Prior Returns. The parties have heretofore
filed joint federal and state returns. Both parties agree
that in the event any deficiency in federal, state or local
income tax is proposed, or any assessment of any such tax is
made against either of them, each will indemnify and hold
harmless the other from and against any' loss or liability for
any such tax deficiency or assessment 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 failure to disclose the nature and
extent of his or her separate income on the aforesaid joint r
returns.
Section 5.01.02. Current Returns. The parties shall file
individual tax returns for the current tax year and for every
tax year hereafter.
SECTION 5.02. PRESERVATION OF TAX RECORDS. Each party
will keep and preserve for such periods of time as is required by
the Internal Revenue Service all financial records relating to the
marital estate, and each party will allow the other party access to
those records as may be reasonably necessary from time to time.
SECTION 5.03. NO TAXES FROM PROPERTY DIVISION. The
parties believe and agree that the division of property made to be
made pursuant to the terms of this Marital Agreement is a non-
taxable division of property between co-owners rather than a
taxable sale or exchange of such property.. Each party promises not
to take any position with respect to the a, djusted basis of the
property assigned to him or her or with respect to any other issue
which is inconsistent with the terms of this Section on his or her
applicable federal or state income tax returns.
- 24 -
SECTION 5.04. DEPENDENCY EXEMPTIONS. The following
shall apply regarding the income tax dependency exemptions for the
parties Children:
Section 5.04.01. Wife's Exemptions: Wife shall be entitled
to claim the income tax dependency exemption for the children:
Christopher D. Rogers and Shannon L. Rogers as long as those
dependency exemptions can be claimed by either party.
Section 5.04.02. ~F_o]~. If the IRS requires any forms
necessary to effectuate the provisions of this Section, those
forms shall be signed by the appropriate party from time to
time as required by IRS regulations.
SECTION 5.05. COLLEGE DEDUCTIONS. Husband shall be entitled
to claim any available deduction arising out of the payment of
college expenses for the Children on his applicable tax returns for
the current year and thereafter.
THIS SPACE INTENTIONALLY LEFT BLANK
- 25 -
SECTION VI
CLOSING PROVISIONS AND EXECUTION
SECTION 6.01. COUNTERPARTS. This Marital Agreement may be
executed in counterparts, each of which shall be deemed to be an
original, but all of which shall constitute one and the same
agreement.
SECTION 6.02. FACSIMILE SIGNATURE. Each party agrees to
accept and be bound by facsimile signatures hereto.
SECTION 6.03. BINDING EFFECT. BY SIGNING THIS MARITAL
AGREEMENT, EACH PARTY ACKNOWLEDGES HAVING READ A/~D UNDERSTOOD THE
ENTIRE MARITAL AGREEMENT, AND EACH PARTY ACKNOWLEDGES THAT THE
PROVISIONS OF THIS MARITAL AGREEMENT SHALL BE AS BINDING UPON THE
PARTIES AS IF THEY WERE ORDERED BY THE COURT AFTER A FULL HEARING.
IN WITNESS WHEREOF, the parties hereto, intending to be
legally bound hereby, have signed sealed and acknowledged this
Marital Agreement in various counterparts, each of which shall
constitute an original.
WITNESS
SUS~RS~
Date:
KEVIN L. ROGERS~'"-
( SEAL )
( SEAL )
- 26 -
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
On this the ~1)~- day of ~ ~ , 2002, before me the
undersigned officer, personally appeared, SUSAN J. ROGERS, known to
me (or satisfactorily proven) to be the person whose name is
subscribed to the within Marital Agreement, and acknowledged that
SUSAN J. ROGERS executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
~ission Expires:
Notarial Seal
Diane G. Radcliff, Notary Public
Camp Hill Boro, Cumberland County
My Commission Expires Jan. 11, 2004
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
On this the 10~ay of ~~_~~/ 2002, before me the
undersigned officer, personally appeared, KEVIN L. ROGERS , known
to me (or satisfactorily proven) to be the person whose name is
subscribed to the within Marital Agreement, and acknowledged that
KEVIN L. ROGERS executed the same for the purposes therein
contained. ~
seal.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial
Pm Lzc
~4~ sion Expires
Notadal Seal
Diane G. Radcliff, Notary Public
Camp Hill Boro, C~m..b~edand County
My Commission E×[.ir~., ~an, 11, 2004
- 27 -
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 02-4222 CIVIL TERM
: CIVIL ACTION - LAW
:
: DIVORCE
DOMESTIC RELATIONS ORDER
This Order creates and recognizes the existence of an Alternate Payee's
right to receive a portion of the Participant's benefits under the CIGNA
401(k) Plan or the Intracorp 401(k) Profit Sharing Plan administered by
CIGNA Corporation and is entered pursuant to the authority granted under
the applicable domestic relations laws or community property laws of the
Commonwealth of Pennsylvania.
The parties named in this Order were married on November 29, 1980 and
divorced on December 20, 2002.
box)
This order relates to the provisions of:
[ ] Child Support [ ] Alimony Payments
(please check appropriate
[x] Marital Property Rights
PART A- PLAN NAME
This Domestic Relations Order applies to retirement benefits under the:
Ix] CIGNA 401K Plan
[ ] Intracorp 401(k)/Profit Sharing Plan
Page 1
VINVA'RSNI'8,::!
AINNO~ (% ~,..,~,~NO
PART B -- PARTICIPANT
Plan Participant
INFORMATION
Name Kevin L. Rogers
Date of Birth September 15, 1956
Social Security Number 568-04-3341
Mailing Address 381 North Middlesex Road
Carlisle, PA 17013
Telephone Number (Optional) 717-243-1006
PART C -- ALTERNATE
A1 ternate Payee~
PAYEE
INFORMATION
Name Susan J. Rogers
Date of Birth March 30, 1958
Social Security Number 191-50-9917
Mailing Address 113 Lancaster Boulevard
Mechanicsburg, PA 17055
Telephone Number (Optional) 717-791-0949
1An "Alternate Payee" as defined by the Internal Revenue Code, Section
414(p) (8) is a spouse, former spouse, child or other dependent of the
Participant.
Page 2
PART D -- DIVISION OF BENEFITS
(Please provide a specific dollar amount or percentage and date to be
used by the Plan Administrator to determine the alternate payee's
assigned portion of the Participant's vested account balance.)
Indicate one method only.
[X] Specific Dollar Amount
The alternate payee is awarded $_8_~~ of the participant's
vested account balance determined as of December 31~ 2001
(allocation date, must be a month-end date).
OR
[N/A]
Percentage
The Alternate Payee is awarded N/A% of Participant's vested
account balance determined as of N/A (allocation date, must be
a month-end date).
Ix]
The Alternate Payee is awarded Earnings and Losses
attributable to the amount assigned from the allocation date
to the date a new account is established.
OR
[N/A]
The Alternate Payee is NOT awarded Earnings and Losses
attributable to the amount assigned from the allocation
date to the date a new account is established.
Note: Please be advised that the amount specified above is subject to
the value of the account, and in no event may be greater than the vested
amount available to the Participant under the Plan(s).
Page 3
PART E -- COMMENCEMENT AND FORM OF PAYMENT
Upon qualification of this Domestic Relations Order, the Alternate
Payee's assigned benefit will be spilt following a thirty (30) day
appeal period or upon receipt of a properly completed and notarized
Waiver of 30-Day Appeal form. As soon as administratively feasible, the
Plan Administrator will establish a separate account under the Plan for
the exclusive benefit of the Alternate Payee. The account will
represent a proportionate share of each investment fund from the
Participant's account at the segregation date. Payment of the Alternate
Payee's assigned benefit shall be made in any distribution form provided
under the Plan as selected by the Alternate Payee.
(Note: Following the establishment of the separate account, the Plan's
Recordkeeper will provide the Alternate Payee with specific amount
information along with instructions for making investment choices and
electing a distribution from the Plan. These notice and distribution
forms will be forwarded to the Alternate Payee within four weeks. The
request for distribution will be processed as soon as administratively
feasible once all forms are completed and returned to CIGNA Plan
Management.)
PART F -- UNDERSTANDINGS AND CONDITIONS
Applicable Plan - This Order shall apply to the Plan designated in this
Order and to any successor employer Plan or any other Plan to which
liability for payment of the benefit may be transferred.
Change in Plan Sponsor - Changes in Plan Sponsor, Plan Administrator or
name of the Plan shall not affect this Order.
Death Benefits - Should the Alternate Payee's death occur prior to the
receipt of his/her entire benefit, such benefit remaining in his/her
account shall be payable in accordance with the terms of the Plan unless
the Alternate Payee has completed a beneficiary designation form and
filed such form with the Plan Administrator.
Federal Tax Treatment - For purposes of Section 402(a) (1) of the
Internal Revenue Code, the Alternate Payee who is the spouse or former
spouse of the Participant shall be treated as the distributee for any
distribution relating to the division of marital assets or alimony made
to the Alternate Payee under the terms of this Order. Thus, the
Page 4
Alternate Payee will be required to pay the appropriate Federal Income
tax on such distributions.
Internal Revenue Code Section 414(p) (3) - This order is not intended to
require: a) the Plan to provide any type or form of benefit, or any
option, not otherwise provided under the Plan b) the Plan to provide
increased benefits (determined on the basis of actuarial value), or c)
the payment of benefits to an Alternate Payee under another order
previously determined to be a qualified domestic relations order.
Loans - Outstanding loan balances will not be considered an asset when
determining the Alternate Payee's allocated benefit.
Name and Address - The Participant and the Alternate Payee must advise
the Plan Administrator of any changes in their mailing address(es) or
any legal name(s) as set forth in Part B and Part C respectively.
Notice of Prior Order - By the submission of this Domestic Relations
Order, the interested parties in this Order certify that they are not
aware of any prior Orders which purport to dispose of the benefits
described herein. Should a prior order exist, it is the responsibility
of the interested parties to advise the QDRO Administrator prior to the
QDRO Administrator's determination of the ~qualified status" of this
Order.
Plan Termination - If termination of any Plan covered by the Order
causes the total benefits provided to or on behalf of the Participant to
be reduced, any benefit thereafter payable under this Order to the
Alternate Payee shall be reduced in the same proportion as the reduction
in total benefits.
Qualified Domestic Relations Order - This Order is intended to fulfill
the requirements of a Qualified Domestic Relations Order pursuant to
Internal Revenue Code Section 414(p) and ERISA Section 206(d) (3) and as
such, this Order shall not require the Plan to provide any increased
payments over those otherwise provided for the Participant under the
Plan.
Tax Basis - The tax basis of the distribution to the Alternate Payee
will be on a pro-rata basis pursuant to Code Section 72(m) (10).
Terms - The terms used in this Order shall have the same meaning as in
the CIGNA 401K Plan and the Intracorp 401(k) Profit Sharing Plan.
Page 5
Valuation - Accounts in the CIGNA 401K Plan and the Intracorp
401(k)/Profit Sharing Plan are valued on a daily basis. Because
historical account balances are maintained as a month-end date, all
Orders must use a month-end allocation date.
IT IS SO ORDERED this
~)/~day
Judge
CONSENT TO ORDER
The parties intending to be legally bound hereby, consent to the entry
of the foregoing Domestic Relations Order and have hereunto set their
hands and seals the day and year below written:
Participant:
Alternate Payee:
(SEAL}
Date:
Date
(SEAL)
Attorney for Participant:
None
Signature
Date:
Attorney for Alternate Payee:
Signature
Date:
~_~G.,?RADCLIFF, ESQUIRE
3448 Trindle Road
Camp Hill, PA 17011
Phone: (717) 737-0100
Fax: (717) 975-0697
Supreme Court ID # 32112
Attorney for Alternate Payee
Page 6
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS,
Plaintiff
ro
KEVIN L. ROGERS,
Defendant
NO. 02-4222 CIVIL TERM
CIVIL ACTION - LAW
DIVORCE
AFFIDAVIT OF CONSENT
A Complaint in Divorce under Section 3301(c) of the Divorce
Code was filed on September 4, 2002, and served on September
19, 2002.
o
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.
I consent to the entry of a final Decree in 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. Section 4904 relating to
unsworn falsification to authorities.
Dated:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
NO. 02-4222 CIVIL TERM
CIVIL ACTION - LAW
DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A
DIVORCE DECREE UNDER SECTION 3301(c) OF T~{E DIVORCE CODE
I consent to the entry of a final decree in divorce without
notice.
I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not
claim them before a divorce is granted.
I understand that I will not be divorced until a divorce
decree is entered by the Court and that a copy of the decree
will be sent to me immediately after it is filed with the
Prothonotary.
I verify that the statements made in this Affidavit are true
and correct. I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S. Section 4904 relating to
unsworn falsification to authorities.
Dated:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
NO. 02-4222 CIVIL TERM
CIVIL ACTION - LAW
DIVORCE
AFFIDAVIT OF CONSENT
A Complaint in Divorce under Section 3301(c) of the Divorce
Code was filed on September 4, 2002, and served on September
19, 2002.
o
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.
I consent to the entry of a final Decree in 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. Section 4904 relating to
unsworn falsification to authorities.
Dated:
KEVIN L. ROGERS
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
NO. 02-4222 CIVIL TERM
CIVIL ACTION - LAW
DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST ENTRY OF A
DIVORCE DECREE UNDER SECTION 3301¢c) OF THE DIVORCE CODE
I consent to the entry of a final decree in divorce without
notice.
o
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. Section 4904 relating to
unsworn falsification to authorities.
Dated:
KEVIN L. ROGER~
SUSAN J. ROGERS,
Plaintiff
KEVIN L. ROGERS,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 02-4222 CIVIL TERM
CIVIL ACTION - LAW
DIVORCE
TO THE PROTHONOTARY:
PRAECIPE OF TRANSMIT RECORD
Se
Transmit the record, together with the following information, to the court for
entry of a divorce decree:
GROUND FOR DIVORCE:
Irretrievable breakdown under Section 3301(c) of the Divorce Code.
DATE OF FILING AND MANNER OF SERVICE OF THE COMPLAINT:
a. Date of filing of Complaint: September 4, 2002
b. Manner of service of Com.mlaint: Acceptance of Service
c. Date of Service of Complaint.: September 19, 2002
DATE OF EXECUTION OF THE AFFIDAVIT OF CONSENT REQUIRED BY SECTION 3301 (C) OF
THE DIVORCE CODE:
a. ~: December 19, 2002
b. ~: December 19, 2002
DATE OF EXECUTION OF THE PLAINTIFF'S AFFIDAVIT REQUIRED BY SECTION 3301(D) OF
THE DIVORCE CODE AND DATE OF SERVICE OF THE PLAINTIFF,S 3301 (D) AFFIDAVIT UPON
THE DEFENDANT:
a. Date of Execution: N/A
b. Date of Filing: N/A
c. Date of Service: N/A
RELATED CLAIMS PENDING:
No issues are pending. All issues have been resolved pursuant to the parties'
Marital Agreement dated December 10, 2002, which Agreement is to be
incorporated into but not merged with the Divorce Decree.
DATE AND MANNER OF SERVICE OF THE NOTICE OF INTENTION TO FILE PRAECIPE TO
TRANSMIT RECORD, A COPY OF WHICH IS ATTACHED, IF THE DECREE IS TO BE ENTERED
UNDER SECTION 3301(D) (1) (I) OF THE DIVORCE CODE:
a. Date of Service: N/A
b. Manner of Service: N/A
DATE WAIVER OF NOTICE IN SECTION 3301(C) DIVORCE WAS FILED WITH THE
PROTHONOTARY:
a. Plaintiff's Waiver: December 19, 2002
b. Defendant's Waiver: December 19, 2002
Camp Hill, PA 17011
Supreme Court ID # 32112
Phone: (717) 737-0100
iN
THE COURT OF COMMON
SUSAN J.
Plaintiff
VERSUS
KEVIN L. ROGERS,
Defendant
OF CUMBERLAND COUNTY
STATE OF ~~ PENNA.
ROGERS,
PLEAS
NO.
NO. 02-4222 CIVIL TERM
DECREE IN
DIVORCE
AND NOW,
DECREED THAT
AND
SUSAN J. ROGERS
KEVIN L. ROGERS
ARE DIVORCED FROM THE BONDS OF MATRIMONY.
, _2002 , it iS ORDERED AND
, PLAINTIFF,
., DEFENDANT,
THE COURT RETAINS JURISDICTION OF THE FOLLOWING CLAIMS WHICH HAVE
BEEN RAISED OF RECORD IN THiS ACTION FOR WHICH A FINAL ORDER HAS NOT
YET BEEN ENTERED;
No issues are outstanding. Ail issues have been resolved and settled by
the Parties' Marriage Settlement Agreement dated December 10/ 2002, filed
of record and incorporated into, but not merged with, this Decree.
BY THE COURT: ~ ~ /
PR NOTARY
(f)
(g)
Qualified Domestic Relations Order - This Order is intended to
fulfill the requirements of a qualified domestic relations order
pursuant to Section 414(p) of the Internal Revenue Code and as such,
this Order shall not require the Plan to provide any increased
benefits (in actuarial value) over those benefits otherwise provided
for under the Plan.
Terms - Terms used in this Order shall have the same meaning as in
the Plan Document unless the context requires otherwise.
IT IS SO ORDERED this
day of ,2003
Judge
CONSENT TO ORDER,
The parties intending to be legally bound hereby, consent to the entry of
the foregoing Domestic Relations Order and have hereunto set their hands
and seals the day and year below written:
Participant:
KEVIN
Date:
Alternate Payee:
{SEAL}
Attorney for Participant:
None
Date:
~ey ~~n~te Payee:
DIe--CLIFF,, ESQUIRE,/
Date:
Page 4
I
SUSAN J. ROGERS,
Plaintiff
Vo
KEVIN L. ROGERS,
Defendant
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 02-4222 CIVIL TERM
:
: CIVIL ACTION - LAW
:
: DIVORCE
:
A .ND .D DO .STIC RE?. TIONS ORDER
This Amended Domestic Relations Order creates and recognizes the
existence of an Alternate Payee's right to receive a portion of the
Participant's benefits under the Company's defined contribution plan the
name of which is: Encompass 401(k) Savings & Retirement Plan and is
entered pursuant to the authority granted under the applicable domestic
relations laws or community property laws of the Commonwealth of
Pennsylvania.
box)
This order relates to the provisions of: (please check appropriate
[ ] Child Support [ ] Alimony Payments Ix] Marital Property Rights
Section (1) Participant
Plan Participant
Information:
Name
Kevin L. Rogers
Date of Birth September 15, 1956
Social Security Number 568-04-3341
Mailing Address 381 North Middlesex Road
Carlisle, PA 17013
Telephone Number Optional) 717-243-1006
The "Participant" is an employee or former employee who has accrued a
vested benefit under the defined contribution plan.
Page 1
Section (2) Alternate Payee Information:
Name Susan J. Rogers
Date of Birth March 30, 1958
Social Security Number 191-50-9917
Mailing Address 113 Lancaster Boulevard
Mechanicsburg, PA 17055
Telephone Number (Optional) 717-791-0949
An "Alternate Payee" as defined by Section 414(p) (8) of the Internal
Revenue Code is a spouse, former spouse, chilq or other dependent of the
Participant.
Section (3) Allocation of Benefits:
This Order allocates the following benefit to the Alternate Payee:
[ ] ~% of the current market value of the savings plan vested
account balance.
Ix] Specific Amount of $8,539.92.
Section (4) Method of Payment
The Plan Administrator will establish a separate account for the
exclusive benefit of the Alternate Payee. The value of the securities
allocated from the Participant's account will be based on the daily price
at the close of business on the day the moneys are actually transferred
from the Participant's account to the Alternate Payee's separate account.
The Alternate Payee's allocated portion will be taken proportionately
from all investment funds for which the Participant has a vested balance.
Page 2
Section
(5) Commencement of Benefits
The Alternate Payee may elect a total distribution at any time following
the establishment of the separate account. There may be additional forms
(i.e. tax election, method of distribution) as required by the Plan to be
completed by the Alternate Payee prior to the Plan's issuance of any
payment.
Section (6) Miscellaneous Provisions
(a)
(b)
Cash Payment - The value of the securities distributed to the
Alternate Payee in cash shall be based on the closing daily price as
of the day the moneys are actually transferred from the
Participant's vested account balance.
~ncorrect Paym_ents - In the event the Plan Trustee inadvertently
pays to the Participant any benefits that are allocated to the
Alternate Payee pursuant to the terms of this Order, the Participant
shall immediately reimburse such payments directly to the Alternate
Payee.
(C) ~ederal Tax Trea~m~en~ - For purposes of Section 402(a) (1) of the
Internal Revenue Code, an Alternate Payee who is the spouse or
former spouse of the Participant shall be 'treated as the distributee
for any distribution made to the Alternate Payee under the terms of
this Order. As such, the Alternate Payee will be required to pay
the appropriate Federal income tax on such distributions. Further,
the tax basis of any distribution to the Alternate Payee shall be on
a proportionate basis pursuant to Section 72(m) (10) of the Code.
(d) Notice of Pay~__ent to Participant,- The Participant will be notified
as soon as practical following the establishment of the Alternate
Payee's separate account.
(e)
Notice of Prior Orde~ - By the submission of this Domestic Relations
Order, the interested parties in this cause certify that they are
not aware of any prior orders which purport to dispose of the
benefits described herein. Should a prior order exist, it is the
responsibility of the interested parties to advise the QDRO
Administrator prior to the QDRO Administrator's determination of the
"qualified status" of this Order.
Page 3
(f)
(g)
Qualified Domestic Relations Order - This Order is intended to
fulfill the requirements of a qualified domestic relations order
pursuant to Section 414(p) of the Internal Revenue Code and as such,
this Order shall not require the Plan to provide any increased
benefits (in actuarial value) over those ibenefits otherwise provided
for under the Plan.
Terms - Terms used in this Order shall have the same meaning as in
the Plan Document unless the context requires otherwise.
IT IS SO ORDERED this
7 - ~ Judge
CONSENT TO O ER
The parties intending to be legally bound hereby, consent to the entry of
the foregoing Domestic Relations Order and have hereunto set their hands
and seals the day and year below written:
Participant:
KEVIN L. ~ROGER ,~" -
Da t e:
{SEAL}
Alternate Payee
SUSAN J../RQG~.RS
Date:
{SEAL}
Attorney for Participant:
None
Date:
orney te Pa ee:
A~B-~DCLIFF,, ESQUIRE,/
Date:
Page 4