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IN
THE COURT OF COMMON
PLEAS
OF CUMBERLAND COUNTY
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~~~ PENNA,
STATE OF
s
DAVID W. HUBNER,
.4,27.5
II} 95
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Plaintiff
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CIVIL ACTION - LAW
~ ELLEN C. HUBNER,
IN DIVORCE
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Defendant
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DECREE IN
DIVORCE
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AND NOW, '.'""" ~~u~" ,~f)~~", 19, ,ff.". it is ordlHad r.mn
dac:raad that, ., " " , , " ,P,~~i9, ,~', ,!i!-l,ql'!<<?F,., , , " , , , , , , ' " , , " plnintiff,
and, , . , , , , , ' , , , , " , . . , , , ,J;:l)~,J'! S", ,11l!\J!le,r , , , ' , , , , , , , , , , , , .. dp.fannllnt,
ora divorc:an from tha bonds of mntrimony,
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Tha court ratoins iurisrliction of thp. followin~ r.Inims whic:h hnva
bean roisad of racorn in this Dction for which a final ordar hns not yat
baan antarad; None. The parties have executed a Marriage
Settlement Atreement dated October 16, 1996, which Agreement has
been filed of record at the within term and number, and which
Agree'nient 'is' incorporated 'in' this' fin,ill' 'Oeer'ee' ii'j'Oivorce' olit.
,is, no,t ,merged herein. " ' " ' , , " , , ., ., , , , ' , , ' , ' , , , " , ' , ' ." ' , " ' , , ,
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MARRIAGE SETTLEMENT AGREEMENT
THIS AGREEMENT, made this /(, Pl day of &-f;-f 0. j
1996, by and between DAVID W. HUBNER, of Liverpool, Perry County,
Pennsylvania, hereinafter referred to as "Husband", and ELLEN C.
HUBNER, of Mechanicsburg, Cumberland County, pennsylvania,
hereinafter referred to as "Wife."
WITNESSETH:
WHEREAS, Husband and Wife were married on March 8, 1969; and
WHEREAS, differences have arisen between Husband and Wife in
consequence of which they are living separate and apart from each
other; and
WHEREAS, Husband and Wife have made a full disclosure of their
assets to each other; and
WHEREAS, Husband and Wife are the parents of two children,
David C. Hubner and Julie A. Hubner, both of whom have attained
adulthood, but the younger of whom (Julie A.) is in need of post-
high school financial educational assistance from Husband and Wife;
and,
WHEREAS, Husband and Wife desire to settle and determine their
rights and obligations with respect to each other, including the
disposition and distribution of property rights and interests,
including alimony, between them, as well as to provide some measure
of financial assistance for the post-high school education of their
daughter, Julie A. Hubner,
"-="""""'-
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NOW, THEREFORE, the parties intending to be legally bound
hereby, do covenant and agree:
1. SEPARATION. It shall be lawful for each party at all
times hereafter to continue to live separate and apart from the
other party at such places as he or she may from time to time
choose or deem fit. The foregoing provisions 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. INTERFERENCE. Each party shall be free from interference,
authority, and contact by the other, as fully as if he or she were
single and unmarried except as may be necessary to carry out the
provisions of this Agreement. Neither party shall molest the other
or attempt to endeavor to molest the other, nor compel the other to
cohabit with the other, or in any way harass or malign the other,
nor in any way interfere with the peaceful existence, separate and
apart from the other.
3. WIFE'S DEBTS. Wife represents and warrants to Husband
that since the separation she has not and in the fucure she will
not contract or incur any debt or liability for which Husband or
his estate might be responsible and shall indemnify and save
harmless Husband from any and all claims or demands made against
him by reason of debts and obligations incurred by the Wife prior
to the date of the delivery of this Agreement, and all further
debts incurred by the Wife from and after the date of delivery
hereof, shall be the Wife's individual responsibility.
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4. HUSBAND'S DRBTS. Husband represents and warrants to Wife
that since the separation he has not and in the future he will not
contract or incur any debt or liability for which Wife or her
estate might be responsible and shall indemnify and save harmless
Wife from any and all claims or demands made against her by reason
of debts or obligations incurred by him. Husband acknowledges and
agrees that all debts and obligations incurred by the Husband prior
to the date of the delivery of this Agreement, and all further
debts incurred by the Husband from and after the date of delivery
hereof, shall be the Husband's individual responsibility.
5. JOINT DEBTS. Husband has filed a filed a voluntary
Petition in Bankruptcy in the United States Bankruptcy Court and
was discharged from his debts by an Order dated September 21, 1995.
Such joint debts as the parties may have; therefore, to the extent
any such debts may hereafter be paid, shall be the obligation and
responsibility of wife.
6. MUTUAL RELEASE. Subj ect to the provisions of this
Agreement, each party has released and discharged, and by this
Agreement does for himself or herself, and his or her heirs, legal
representatives, executors, administrators, and assigns, release
and discharge the other of and from all causes of action, claims,
rights, or demands, whatsoever in law or equity, which either of
the parties ever had or now has against the other, except any or
all cause or causes of action for divorce and except for any or all
causes of action for breach of any provision of this Agreement.
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7. DISCLOStmE OF PROPERTY. Husband and Wife acknowledge and
agree that they have made a full and complete disclosure to the
other of all information pertaining to the parties' separate and
marital property owned, possessed and/or controlled by the other at
the time of the separation of the parties and, further, have made
such full and complete disclosure by the filing by each of them in
the pending action in divorce of a formal Inventory and
Appraisement.
8. DIVISION OF PERSONAL PROPERTY AND BANK ACCOUNTS. The
parties acknowledge that they have heretofore divided between
themselves such articles of personal property as they may have had
and utilized during the course of their marriage, as well as any
banking accounts which they had previously maintained during the
course of their marriage. Each party hereby agrees that such
articles of personal property and bank accounts which are presently
in the possession of or in the name of one of the parties shall
hereafter be and remain the sole and exclusive property of the
possessor thereof, or the party in whose name the account
presently is titled.
9 . AUTOMOBILES. Husband is the owner of a 1986 Toyota
automobile. The parties are the joint owners of a 1989 Ford
Aerostar Van. Wife agrees that the 1986 Toyota automobile shall
continue to be and remain the sole and exclusive property of
Husband. Husband hereby agrees to transfer to the sole name of
Wife the title to the 1989 Ford Aerostar Van, and agrees to execute
4
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the certificate of title or an assignment of title, separate from
title, in order to enable Wife to secure a title in her sole name.
10. RRTIREMENT ACCOlmTS. Wife has no vested interest in any
retirement accounts. As a result of his years of employment as a
Minister in the United Church of Christ and in the United Methodist
Church, Husband does maintain a vested interest in retirement
accounts established on his behalf and maintained by those two
Protestant denominations. In the case of the United Church of
Christ, Husband's retirement benefit is represented by certificate
No. 1-0000-7486, maintained on his behalf by The Pension Boards of
the United Church of Christ. In the case of the United Methodist
Church, the retirement benefit maintained on his behalf is
maintained by The General Board of Pension and Health Benefits of
the United Methodist Church and is represented by account No.
0896423.
The parties agree that they shall seek the issuance of a
Qualified Domestic Relations Order with regard to both of the
aforementioned retirement accounts of Husband wherein it shall be
provided that the sums in both accounts maintained for and on
behalf of Husband upon the date of the Order shall be divided
equally between Husband and Wife so that Wife shall be considered
the member/owner/beneficiary, in accordance with the rules of each
pension plan, of a sot interest in the accumulated value of each
such plan, and, Husband shall be considered the
member/owner/beneficiary in accordance with the rules of each
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pension plan, of a sot interest in the accumulated value of each
such plan.
11. SPOUSAL SUPPORT, ALIMONY. ALIMONY PENDENTE LITE, COUNSEL
FEES AND EXPENSES. Both parties hereby waive and relinquish
any right which each of them may have to seek or to receive from
the other party the payment of any sums of money as spousal
support, alimony, alimony pendente lite or counsel fees and
expenses. Husband acknowledges that he has caused to be instituted
the presently-pending action in divorce in the Court of COllllllon
Pleas of Cumberland County and agrees that he, alone, shall be
responsible for all attorneys' fees and Court costs associated with
said divorce action.
12 . EDUCATIONAL EXPENSE OF CHILD. The parties acknowledge
that their eldest child, David C. Hubner, is an adult, has
completed his college education, and is no longer in need of any
assistance for any continued educational expense which he may
hereafter choose to incur. The parties further acknowledge that
their youngest child, Julie A. Hubner, though an adult, is enrolled
in a baccalaureate degree program in a college and is in need of
financial assistance to assist her in completing her college degree
program. The parties agree that both of them shall continue to
assist their daughter in her pursuit of a college degree and will
do so by making payment to Julie or to the college of her choice,
for the remainder of her four-year college degree program, in
proportion to the respective annual earnings of Husband and Wife.
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More specifically, Husband and Wife agree that to the extent Julie
incurs necessary expense for tuition, room, board, books and
metriculation fees, for which she has not been able to secure
scholarships or financial aid through grants and loans, Husband and
Wife shall pay to Julie or on her behalf such of those identified
educational expenses: Husband to pay that ratio of Julie's expenses
as his annual income bears to the total annual income of Husband
and Wife; and Wife to pay such ratio of Julie's expenses as her
annual income bears to the total annual income of Husband and Wife.
13. IMPI,EMENTATION OF AGREEMENT. The parties agree that,
upon the execution of this Agreement, each of them will sign all
documents contemplated by the terms of this Agreement and necessary
to provide for the transfer of any asset intended to be transferred
to one or the other of the parties under the terms of this
Agreement and shall cause such executed documents to be delivered
to each other upon the entry of a final decree in divorce.
14. BREACH. If either party breaches any provision of this
Agreement, the other party shall have the right, at his or her
election, to sue for damages for such breach, and the party
breaching this contract should be responsible for payment of legal
fees and costs incurred by the other in enforcing their rights
under this Agreement, or seek such other remedies or relief as may
be available to him or her.
15. ENTIRE AGREEMENT. This Agreement contains the entire
understanding of the parties and there are no representations,
7
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warranties, covenants or undertakings other than those expressly
set forth herein.
16. MODIFICATION AND WAIVER. The modification or waiver of
any of the provisions of this Agreement shall be effective only if
made in writing and executed with the same formality as this
Agreement. The failure of either party to insist upon strict
performance of any of the provisions of this Agreement shall not be
construed as a waiver of any subsequent default of the same or
similar nature.
1? 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.
18. INDEPENDENT SEPARATE COVENANT. It is specifically
understood and agreed by and between the parties hereto that each
paragraph hereof shall be deemed to be a separate and independent
covenant and agreement.
19. APPLICABLE LAW. This Agreement shall be construed under
the laws of the Commonwealth of Pennsylvania.
20. VOID CLAUSE. If any term, condition, clause, or
provision of this Agreement shall be determined or declared to be
void or invalid in law or otherwise, then only that term,
condition, clause or provision shall be stricken from this
Agreement, and in all other respects this Agreement shall be valid
and continue in full force, effect and operation.
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21. ENTRY A9 PART OF THE DECREE. Husband has initiated the
action in divorce under Section 3301(c) or 3301(d) of the
Pennsylvania Domestic Relations Code, filed in Cumberland County to
No. 95-4275 Civil Term. It is the intention of the parties that
the within Agreement shall survive the aforementioned action for
divorce, and that no order, judgment or decree, temporary or
interlocutory, final or permanent, shall affect or modify the
financial terms of this Agreement. Both parties agree to execute
Affidavits of Consent for the purpose of entry of a Divorce Decree
under Section 3301(c) of the Pennsylvania Domestic Relations Code.
This Agreement shall be made part of any such judgment or decree of
final divorce, but shall not be merged therein. Husband agrees to
provide to Wife, at his expense, a certified copy of the final
Decree in Divorce.
22. VOI,t~ARY EXECt~ION. Husband acknowledges that Carl G.
Wass, Esquire, has served as legal counsel to him in connection
with the pending divorce action and in the preparation of this
Marriage Settlement Agreement. Wife acknowledges that David W.
Rahauser, Esquire, has served as legal counsel to her in connection
with the pending divorce action and in the preparation of this
Marriage Settlement Agreement. Both parties do acknowledge and
declare that each does understand the full legal effect of this
Agreement, especially with regard to the fairness and equitable
nature of the distribution of marital property between them and tho
waiver of spousal support and/or alimony payments provided in thin
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Agreement. Both parties acknowledge that their execution of this
Agreement has been done voluntarily and knowingly and that their
execution is not the result of any duress or undue influence.
,
IN WITNESS WHEREOF, the parties have hereunto set their hands
and seals the day and year first above written.
WITNESS, ~
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David W. Hubner
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Ellen C. Hubner
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ih L "'l'/~i h,
SS:
On this, the
,Ie II,
day of
(oj (' /1: t'{'!.'L
, 1996,
before me, a Notary Public, the undersigned officer, personally
appeared DAVID W. HUBNER, known to me (or satisfactorily proven) to
be the person whose name is subscribed to the within instrument,
and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
y /;)t.W./~(
ry Public
NOTARIAL SEAL
UAf1CY L BRESKI, Notary Public
HartiSbut.g, Dauphin County
M, Commission E'plres March 16, 2000
On this, the
/t I/;
day of ([JJ:..--f~.......-J
, 1996,
.
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
-f_4~~"..;.;---..--..
SS:
before me, a Notary Public, the undersigned officer, personally
appeared ELLEN C. HUBNER, known to me (or satisfactorily proven) to
be the person whose name is subscribed to the within instrument,
and acknowledged that she executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~..../_> C), i)c,,_ /1-
Notary l1ublic
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III COIIMISSIllIl WillO JUl.Y7.W
73987-1
IN 1llE COUR'l~ OF CGMlN PLEAS OF
CLMBEflLAND COUNTY, PENNSYLVANIA
DAVID W. HUBNER,
Plainti ff
95-4275 CIVIL
19 95
NO.
VS.
CIVIL ACTION - LAW
IN DIVORCE
ELLEN C. HUBNER,
Defendant
PRAECIPE TO TRANSMIT RECORD
To the Prothonotary:
Transmit the record. together with the following information. to the court
for entry of a divorce decree:
1. Grounds for divorce: irretrievable breakd~n under Section 3301 (c)
~3<H.-tdH-i.-j of the Divorce Code. (Strike out inapplicable section)
2. Date and manner of service of the ccmplaint: Auqust 16. 1995. bv
certified mail, restricted delivery, return receipt requested.
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 the plaintiff
October 29. 1996
by the defendant
October 16, 1996
B. (1) Date of execution of the plaintiff's affidavit required by
Section 3301 (d) of the Divorce Code:
(2) Date of service of the plaintiff's affidavit upon the defendant:
4. Related claims pending: None. The parties have executed a
Marriage Settlement Agreement dated October 16, 1996, which Agreement
has been filed of record at the within term and nu~ber. and which
Agreement is requested to be incorporated in the final Decree in Divorce*
5. Indicate date and manner of service of the notice of intention to file
praecipe to transmit record, and attach a copy of said notice under Section
3301 (d)(l)(i) of the Divorce Code
Waiver of Notice filed.
N/A
See Affidavit of Consent and
*but not merged therein.
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DAVID W. HUBNER, IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
vs. No. 11. 'I;;n5' d,,tJ J2tlVt
ELLEN C. HUBNER, CIVIL ACTION - LAW
Defendant IN DIVORCE
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 made
proceed without and a decree of divorce or annulment may be entered
against you by the Court. A judgment may also be entered against
you for any other claim or relief requested in these papers by the
Plaintiff. You may lose money or property or other rights
important to you, including custody or visitation of your children.
When the ground for the divorce is indignities or
irretrievable breakdown of the marriage, you may request marriage
counseling. A list of marriage counselors is available in the
Office of the Prothonotary, Room 101, Dauphin County Court House,
Front and Market Streets, Harrisburg, Pennsylvania.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF PROPERTY,
LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT IS GRANTED,
YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY LAWYER REFERRAL SERVICE
COURT ADMINISTRATOR
Third Floor, CUmberland County Court House
Carlisle, PA 17013
(717) 249-1133
54706-1
DAVID W. HUBNER
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
No.
ELLEN C. HUBNER
Defendant
CIVIL ACTION - LAW
IN DIVORCE
COMPLAINT UNDER SECTION 3301(C) OR 3301(d)
OF THE DOMESTIC RELATIONS CODE
1. Plaintiff is David W. Hubner, an adult individual who
resides at 2613-B Green Street, Harrisburg, Dauphin County,
Pennsylvania 17110.
2. Defendant is Ellen C. Hubner, an adul t individual who
resides at 786 Allenview Drive, Mechanicsburg, Cumberland County,
Pennsylvania 17055.
3. Both the Plaintiff and the Defendant have been bona fide
residents of the Conunonwealth of Pennsylvania for at least six
months inunediately previous to the filing of this Complaint.
4. The Plaintiff and Defendant were married on March 8, 1969,
in Chicago, Illinois.
5. There have been no prior actions in divorce or annulment
between the parties.
6. The Defendant is not a member of the armed forces of the
United States or any of its allies.
7. The Plaintiff avers that the marriage is irretrievably
broken.
8. Plaintiff has been advised that counseling is available
and that Plaintiff may have the right to request that the Court
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require the parties to participate in counseling. The Plaintiff
does not desire counseling.
9. Plaintiff avers that there are no children of the parties
under the age of 18 years.
10. Plaintiff requests the Court to enter a Decree of
Divorce.
CALDWELL & KEARNS
Date: nidi""};!: /ti9:1
By (,(".p~ dl.t)[r4A.-J
Carl G. wass, Esqu re
3631 North Front Street
Harrisburg, PA 17110
(717) 232-7661
1. D. #07268
Attorney for Plaintiff
54695-1
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VERIFICATION
I, DAVID W. HUBNER, verify that the averments made in this
Complaint are true and correct. I understand that false statements
herein are made subject to the penalties of 18 Pa. C.S. 4904,
relating to unsworn falsification to authorities.
Date: ~:;-. I '1.1-
/'i:/ ,;L ~-
David W. ubner
54108-1
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DAVID W. HUBNER,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
No. 95-4275 civil Term
Plaintiff
vs.
ELLEN C. HUBNER,
CIVIL ACTION - LAW
IN DIVORCE
Defendant
AFFIDAVIT OF SERVICE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS:
Personally appeared before me, a Notary Public in and for
said Commonwealth and County, Carl G. Wass, Esquire, who being
duly sworn according to law, states that he served a certified
copy of the Complaint in Divorce, with attached "Notice to Defend
and Claim Rights", upon the Defendant,Ellen C. Hubner, pursuant
to Pennsylvania Rules of Civil Procedure 403 and 412 by mailing
to the said Defendant at her residence, 786 Allenview Drive,
Mechanicsburg, Pennsylvania 17055 , by certified mail, restricted
delivery, return receipt requested, said certified mail piece
being No. P 832 865 407; that service of the foregoing was made
on August 16, 1995; and that attached hereto and incorporated
he~ein by reference is the return receipt, bearIng the signature
of the Defendant, acknowledging receipt of the aforementioned
documents by the Defendant.
Sworn to and subscribed
before me this ,1/,f day
of il'_)'/I " -( , 1995.
,
, .1 /:) Lf:4,J.t~-1
56437-1 NOTARIAL SEAl
NANCY L BRESKI. Notary Public
Harrlsl:ulQ, PA. DauphIn County
My CommissIon expIres Mar, 16,1996
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DOMEsnc RETURN RECEIPT
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DAVID W. HUBNER,
Plaintiff
vs.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
No. 95-4275 CIVIL TERM
: CIVIL ACTION - LAW
IN DIVORCE
ELLEN C. HUBNER
Defendant
AFFIDAVIT OF CONSENT AND WAIVER OF COUNSELING
I, DAVID W. HUBNER, being duly sworn according to law, deposes
and says:
1. A Complaint in Divorce under Section 3301 (c) of the
Domestic Relations Code was filed on August 9, 1995.
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.
4. 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.
5. I have been advised of the availability of marriage
counseling and understand that I may request that the Court require
that my spouse and I participate in counseling; I understand that
the Court maintains a list of marriage counselors in the Domestic
Relations Office, which list is available to me upon request; and,
being so advised, I do not request that the Court require that my
-- --.,....
spouse and I engage in counseling prior to a Divorce Decree being
handed down by the Court.
I verify that the statements made in this Affidavit are true
and correct. I understand that false statements herein are made
subject to the penalties of 18 Pa. C. S. Section 4904, relating to
unsworn falsification to authorities.
Date: O~~o~e.r '2..'r"Q9C,
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David W. Hubner
79260-1
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::lAVIU w. HU!lNBR,
Plaintiff
IN ~~E COURT OF CO~ON PLEAS
r.tiMBltRUND COUNT'{, PIiNNS'.ClNANIA
No. gS.~a7S CIVlu TSRM
VB.
ELLEN C. HUBNER
Defend.ant
CIVIL ACTION - t.AW
: IN DIVORCE;
:')EPEUOANT I S AFFIDAVIT OF CONSIi:NT .M'D
WArvR~, 01l' ~OTXQm OF INTI!NTION 'ro
REQtmST ENTRY OF A DIVORCE DECREE UNDER
~p.~TnN ~101(~) C? T~ nTvoa~R ~~nR
A Complaint in Divorce under Section 3301(C) of the
Divorce Code was filed on August 9, 1995.
2. Defencl.ant ackno~ledgea that a copy of the Complaint was
served on AuguSt 16, ~99S.
3. The marria~e of Plaintiff and Defendant is irretrievably
broken and nine:y (90) days have elapsed, both from the date of
the filing of t:le Complaint, ane! from the service of the
Complaint.
4. I 'Jonsent to the entry of a final Decree of Divnr......
without notice.
S. I une!erstand that I may lose rights concerning alimony,
div1Bi~n of property, lawyer's fees or expenses if. I do not olaiM
them before a d.ivorce is granted.
6. I understand that I will not be divnrced until a oivoro&
Dec:ee is entered. by the Court and that n copy of thQ Decree will
be sent to me immediately after it is fil.~ with the
?rothonutary.
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7. I have been advise~ of the avallahility of mar~iage
counseling and understand that I may request that the Court
require ccunseling. I do not request that the Co~rt require
counseling.
I verify that the 8tat~~nts mad~ ~n this Affidavit are true
and correct. I understand that false statements herein are made
subject to the penalties of 18 Pa. C.S, Sectio~ 4904 relating to
unsworn falsification to authorities.
Dated:
10/;"/ 'Ira
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Ellen . Hubner, Defendant
79261-1
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DAVID W. HUBNER,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 429S 1994 n\, ,;\.~',u'\
9S . i-I;;"'f,b I..:. ~ , I\..
CIVIL ACTION - LAW
IN DIVORCE
vs.
ELLEN C. HUBNER,
Defendant
OUALIFIED DnMRSTIC RELATIONS ORDER
AND NOW, this
/~ t'\ day of d-J~~ _;!'
and stipulations of counsel for
the Plaintiff,
, 1997, upon
the representations
and the Defendant, in the above captioned matter, it is ORDERED AND
DECREED as follows:
1. This Order creates and recognizes the existence of an
Alternate Payee's right to receive a portion of the Participant's
Total Account Balance (including both the fixed benefit account and
the variable benefit account) accumulated under an employer-
sponsored defined contribution plan which qualifies as a "church
plan" under the Internal Revenue Code (the "Code"). It is intended
to constitute a Qualified Domestic Relations Order ("QDRO") under
Section 414(p) of the Code
2. The name, address, birth date and Social Security number
of the "Member" (or "Participant") are:
Member:
David W. Hubner
Birth Date:
July 29, 1947
Social Security Number:
389-44-1173
Address:
443 Valley Road, Marysville, PA 17053.
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3. The name, address, birth date and Social Security number
of the "Alternate Payee" are:
Alternate Payee: Ellen C. Hubner
Birth Date: September 21, 1946
Social Security Number: 357-38-4667
Address: 621 Allenview Drive, Mechanicsburg, PA 17055.
4. The name of the Plan to which this Order applies is the
Annunity Fund - United Church of Christ. Further, any successor
plan or plans to the Annunity Fund - United Church of Christ shall
also be subject to the terms of this Order.
5. This Order is entered in accordance with the Internal
Revenue Code of 1986.
6. This Order relates to a Divorce Decree issued on November
15, 1996, by the Court of Common Pleas of Cumberland County,
Pennsylvania, divorcing the bonds of matrimony between the Member
and the Alternate Payee.
7. Amount of Alternate Payee I s benefit: Pursuant to the
Divorce Decree and the incorporated "Marriage Settlement
Agreement", paragraph 10 thereof, this Order assigns as of the date
of this Order the account balances (comprised of a fixed benefit
account and a variable benefit account) of the Member as follows:
50% thereof to David W. Hubner, Member,
and
50% thereof to Ellen C. Hubner, Alternate Payee.
8. Commencement date and form of payment to Alternate Payee.
In accordance with the Rules of the Annuity Fund - United
Church of Christ, there shall be established a separate but
comprable accumulation account or Annuity in the name of the
Alternate Payee within the Plan by the Plan Administrator, as soon
as is administratively feasible following the date this Order is
approved as a QDRO by said Plan Administrator. Thereafter, both
the Annuity Fund accounts of the Member and of the Member and the
Alternate Payee shall continue to be maintained and administered in
accordance with the Rules of the Annuity Fund - United Church of
Christ.
9. This Order is not intended, and shall not be construed in
such a manner as to require the Annuity Fund - United Church of
Christ:
(a) to provide any type or form of benefit option not
otherwise provided under the terms of the Annuity Fund -
United Church of Christ;
(b) to require the Annuity Fund - United Church of Christ
to provide increased benefits determined on the basis of
actuarial value; or
(c) to require the payment of any benefits to the
Alternate Payee that are required to be paid to another
alternate payee under another Order previously deemed to be a
QDRO.
10. Certification of Necessary Information: All payments
made pursuant to this Order, shall be conditioned on the
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certification by the Alternate Payee and the Member to the Plan
Administrator of such information as the Plan Administrator may
reasonably require from such parties to make the necessary
calculation of the benefit amounts contained herein.
11. Continued Qualified Status of Order: It is the intention
of the parties that this QDRO continue to qualify as a QDRO under
Section 414(pl of the Internal Revenue Code, as it may be amended
from time to time, and that the Plan Administrator shall reserve
the right to reconfirm the qualified status of the Order at the
time benefits become payable hereunder
12. Tax Treatment of Distributions Made under this Order:
for purposes of Section 402(a) (1) and 72 of the Internal Revenue
Code, any Alternate Payee who is the spouse or former spouse of the
Participant shall be treated as the distributee of any distribution
or payments made to the Alternate Payee under the terms of this
Order, and as such, will be required to pay the appropriate federal
income taxes on such distribution.
13. Constructive Receipt: In the event that the Annuity Fund
inadvertently pays to the Member any benefits that are assigned to
the Alternate Payee pursuant to the terms of this Order, the Member
shall immediately reimburse the Alternate Payee to the extent that
he has received such benefit payments and shall forthwith pay such
amount so received directly to the Alternate Payee within ten (10)
days of receipt.
~
14.
Continued Jurisdiction:
The Court shall retain
jurisdiction with respect to this Order to the extent required to
maintain the original intent of the parties as stipulated herein,
15. Effect of Annuity Fund Termination: In the event that
the Member's benefits, or any portion thereof, become payable to
the Members as a result of the termination or partial termination
of the Annuity Fund - United Church of Christ pursuant to Title IV
of ERISA, then the Alternate Payee shall be entitled to commence
her benefits immediately in accordance with the terms of this QDRO
and in accordance with the termination procedures of the Annuity
Fund - United Church of Christ.
16. The parties designate the following attorneys as
representatives for receipt of copies of notices:
For Member:
Carl G. Wass, Esquire
Caldwell & Kearns
3631 North Front Street
Harrisburg, PA 17110
For Alternate Payee:
David W. Rahauser, Esquire
173 Lincoln Way East
Chambersburg, PA 17201
BY THE COURT:
J.
82885-1
~~
DAVID W. HUBNER,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 4275 1995
CIVIL ACTION - LAW
IN DIVORCE
vs.
ELLEN C. HUBNER,
Defendant
STIPULATION POR ENTRY OP
QUALIFIED DOMESTIC RELATIONS ORDER
The plaintiff herein, by his counsel, and the Defendant, by
her counsel, hereby Stipulate as follows:
1. The date of the Divorce Decree is November 14, 1996.
2. Pursuant to the Decree in Divorce which incorporated the
"Marriage Settlement Agreement" of the parties, particularly
Paragraph 10 thereof, sot of the retirement accounts of David W.
Hubner upon the date of the Qualified Domestic Relations Order
issued by your honorable court are to be awarded to Ellen C.
Hubner.
3. For ease of administration and computation, it is
acknowledged that, as of the date of this requested Order, the
entirety of the Annuity Fund accounts of David W. Hubner, comprised
of two separate accounts to wit: a "fixed benefit account" and a
"variable benefit account" shall be divided equally upon the date
of the within Order and:
Fifty percent thereof shall be set aside in the name of
David W. Hubner, member, and:
Fifty percent thereof shall be awarded to Ellen C.
Hubner, Alternate Payee.
4. A Qualified Domestic Relations Order is required by the
United States Internal Revenue Code to effect such assignment
without Federal income tax consequences.
5. The parties have submitted the transaction contemplated
hereby to the administrator of the plan and the administrator has
determined that the proposed Order attached hereto would, once
entered, constitute a Qualified Domestic Relations Order that the
administrator could effectuate without adversly affecting the tax-
qualified status of The Annuity Fund - United Church of Christ.
6. Attached hereto is the proposed Qualified Domestic
Relations Order which the parties have agreed to have this Court
enter in this case.
WHEREFORE, Plaintiff through his counsel, and Defendant,
through her counsel, jointly move Your Honorable Court to enter a
Qualified Domestic Relations Order in the form attached hereto.
Date:
'2. /e: "2 /9 '7
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Date:
d.Jf~?J
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Carl G. Wass Esquire
Attorney for a~ubner
~'C~.& Esquire
Attorney for Ellen C. Hubner
82885-1
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IY\VID W. HtJIlNEa,
Plaintiff
VI.
t IN 'lllE CXXJR'l' CE cx:r+m PLEAS
I aH3DlIRm 0XlNT't, PENNSYLVANIA
t
I NO. 4275 1995
I
I CIVIL 1tC1'ICN - lAW
I IN DM:RCE
ELLEN C. HtJIlNEa
Defendant
QUAUFIED DOMESTIC RELATIONS ORDER
ThIs cause coming on for hearlng pwsuant to the law of this State governing the division
of marital l'AUperty Incident to the dissolution of murlage (divorce). the Court. being fully
advised In the pmnises. FINDS:
A. (2) David William Hul::ner
(the "Participant") Is enraIIaIln the
MInIsteria1 Pension Plan ("MPP") adminlsteml by THE BOARD OF PENSIONS OF nIB
UNITED ME'IHODISf CHURCH. INCORPORAlCD IN IWNOIS (the "Boud"). the addrea
oEwhich Is 1201 Davis Stttet, Evanston. Illinois 60201. The Baud Is the operational um of the
General Baud of Pension and Health Benefits. an administrative general agency of The United
Methodist Chun:h. The Participant has an accoWlt balance. a right to receive benefits. aRocated
funding or an annuity (collectivdy. "pension benefits' In. or arising &om. one or more of the
following pension accounts:
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Q,uaUOecl Domatle R.c1atloRl Order
Pase 2
(I) The "Pre-1982 Service Bendlt,"whIch repmcnu the benefttpmvtded by
each appUcable .Annual Conlerenc:e through Supplement One of MPP. bdn& the
greater of
(a) tho: Partidpant'. pre.1982 aervice annuity accumulation (Le"
pce-1982 church contributiON and accumulated earnings thereon), and, If
the appUcable annual conference tequila pre-1982 penonal contributiON
to be used u funding for the pre-1982 aervice benefit, the Partldpant'.
pre-1982 penonal contributions accumulation (Le., pre.1982 penona1
contributions and accumulated earnings thereon); or
(b) the Participant'. Fcmnula Benefit. The Formula Benefit lIa benefit
based upon a Participant'. nwnberof'yeazs of'pce-1982 SCIYice with pension
cmiit and the pension rates established each year by the applicable annual
confCIalces.
(2) The "Church Account," which consisu of contributions made by a church
m employer to the aedit of'the Participant after 1981, u adjusted Cor earnings and
losses.
(3) The "Personal Account,. which consists of after.tax contributiON made by
the Participant, except. pre-1982 contrlbutions which &Ie requiIecI by the app1lcable
annual confCIalce to be wed u funding for the pre-1982 aervice benefit, u
adjusted for earnings and losses.
(4) The "SaIaJy-Reduction Account," which consists of contnoutions made by
a chwdl ClC emplayu to the aedit of the Participant punuant to a saWy.n:ductlon
agreement, u adjusted for cam1ngs and losses.
MPP~70I9S
Q.ua1Ined Dom~tle RelatiON! Order
P'r'
5) The "Q.VEC Account," which consIsU of contributiON! made by the
Puddpant pursuant to Int.c:mal Revalue Code 1219(e)(2) u It exlncd prior to the
enactment of the Tax R.cConn A1::t of 1986, u .dJust.cd fex earnings and 1_.
(6) The"R.oIloI.v Aalount,. which CtOIISIsU of funds transfcmd to MPP for the
bcnc6t of the Putldpant. from, or atuibutable to, another retirement Income plan,
u adJust.cd for earnings and losses.
B. The PartJdpant'. CUIIalt or last Jcnown .ddress II PI 443 ValleY Road.
Marvsville, PA 17053
141
C. The penon to whom the award of pension bcnefiu II made herein II
Ellen C. Ilutrler
or last Jcnown addIess II IS)
(the "A1tcmateP.ytei. wboseammt
786 Allenview Drive. Mechanicsburq, PA 17055
. The Alternate P.yte
and whose Social Security number is (6) 357-38-4667
II the Partlcipant'.:
(7) 0 Spouse ~ Fonner spouse: Date of Divorce NaveIrber 15, 1996
o ChIld 0 Other dependent.
D. It is in CXlIIfcJmUtywith Jaw and in ac:cxxdarule with the pinclplea of ~that the
Alternate Payee be .wuded . portion of the Participant'. pcnsiOl\ beneJiu. u let forth
hexcinbe1ow.
. .... -.... .-
IT Is THEREFORE ORDERED:
A. TheAltmlate Payte Is hereby awarded the following portion of any annuity which
the Participant Is ",mnl!1 receiving &om the Board In payment of the Participant'. pension
1oCI'P.QDJ0070Its
(a) The.Altmlate Payee shaD have no fUrther c1aim to any bendit based on the
Participant's Formula Benefit, and
(b) The PartIdpant'. Pre-1982 SeIYioe Benefit shall be reduced by the
percentage awarded to the Alternate Pay.:e.
C. The Alternate Payee is awarded the CoDowing pension bendits from the PartIdpant'.
pension benefiu in the Ministerial Pension Plan, eHectM: (IS) May 31, 1996
, 19_ (the "Date of Division"), to be calculated, valued, and
. .
Q.ua1Jned Domatle RelatioN Ordu
Par"
benefits, .uch award to COIM\ence thirty daya after the Boud'. recelpt of this Older and to
COIItlnue In dFect lor IS bI& IS the Putldpant COIIdnues to have the rl&ht to receive said annuity:
(check only,,,. of the foDowIn& boxes)
(') a The PartIdpant Is not aurently recdvlng an annuity from the Board.
(I) 0 The PartIdpant Is aurently rece1vin& an annuity from the Board, but the
Alternate Payee Is awarded no part thereof.
tlOl 0 S per monthly payment, without Increase or decrease:
(II) 0 S per annual payment, without increase or decrease;
(12) 0 percent of each moothly payment otherwise payable to the
Partldpant, IS said amount may Increase or deaease from time to time In acccndance
with the provisions of the Ministerial Pension Plan.
B. The Alternate Payee Is hereby awarded (U) N/A percent of the Participant'.
Pre-19i>2 Semce Benefit In the M\nist.erla1 Pension PIan. efFective (14)
19_ (the "Date of Division"), to be calculated, valued, and divided IS of that date. At all
times after said transfer is made:
divided as of that date:
NI'l'oQDIlQ070ll'
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Q.uaJlOcd Domatlc RelatiON Order
Pale S
(I) Theaumofll"$ 27,297.45
from the Partldpant'. Church
,
Aaount.
(2) The sum of (11) $ 211.06 from the tax.pald portion of the
Partldpant'. Penooa! Account, to be dnwn from the pe-1987 tax.pald portion and
the post. 1986 tax.pald portion on a pro-nta basis. If appUcab1e,
(3) The sum of 1111 S 458.60 from the taxable portion of the
Partldpant's Personal Acxount.
(4) The sum of (If) S 8.794.22 from the Partidpant'. Salary-
Reduction Aaount.
(5) The swn of (20) S 519.20
from the Partidpant'. Q.VEC
Account.
(6) The sum of (21) S N/A
from the Partidpant's Rollover
Account.
D. Pension benefits hereby awanled to the Alternate Pa)'!:e &om my account which
consIsU of Investment In more than one of the Divenlfied and Spedal Funds maintained by the
Board shall be dnwn &om each such fund pro-nta. The Alternate Pay.:e shall have the right to
dwlge the funds In wh1c:h such pension benefits are Invested In accordance with the Investment
election provisIoN of MPP. but no such change shall be efFectiYe until the next regular date 10
provided for Implementing Investment election changes.
E. If pension benefits are hereby awaxded to an Alternate Pay.:e from the Partidpant'.
Pre-1982 SeMcc Benefit, and If on the Date of Division the Panidpant's balance In that account
contained contributioN for pre-1982 service &om more than one annual conference. then the
peICeIltage awuded to the Alternate Payee of the Participant's contn'butiona and eamings arising
MPP.QP1lOO701ts
Q,uaUned DomaUe RdaUona Order
Pale 6
from each such CIOnCerence shall equal the percentage of the Partldpant's total Pre-1982 ServIce
Benefit awarded to the Alternate Payee.
f. Any tnnsfu &om OIIC DIYcnI8ed or Spcdal fund to another Dlven1ftcd or Spcdal
fund whlch wu or b made between the Date of Division and the time of the actual traNfer of
pension benefiu to the aedlt of the Alternate Payee pursuant to thb Order Iha11 be deemed to
Include the Participant's and the .Alternate Payee's pension bcnefiu therein In Ih.ueI which are
proportionate to their respective Interests In the fund from which the transfer wu made
immediately prior to the transfer.
G. EamIngs and losses which accrue after the Date of Division on pension bcnefiu
hereby awarded to the.Altcmate Payee shall be allocated to the Alternate Payee. DIstributions to
the Participant after the Date of Division shall be deemed to be made from pension bcnefiu other
than those hereby awarded to the Alternate Payee.
H. (1) Neither the Altemate Payee nor any penon claimlng through the Alternate
Payee shall have the right by virtue of this Order to:
(a) Make conuibutions to the Plan(s);
(b) Transfer benefiu to another alternate payee;
(e) Recdve a SUIVi:ving spouse bc:ndlt arising from the Putldpant's pre-
1982 service; or
(d) ReoeM: pension bcnefiu In the fonn of a joint and survivor annuity
with respect to the Alternate Payee and any subsequent spouse.
(2) In all other respects the pension benefits herein awuded to the Alternate
Payee shall be administered In accordance with the Mlnlsterial Penslon Plan, as it
may be amended from time to time. The Alternate Payee shall have all the rights
1oCI'PoQDIlQ'01019S
\~{.
/
Q.ua1lned DomatJc RelatJON Onlu
Page 7
and dutla oIa CuI1yvated "wmlnated putldpant" (II that tam II ddlned In the
Plan). but 0I11y Cor the pwpoIC of ~tmnInIn& e1lpbWty to recelve baIeflu. The
Partldpant WI1 haw: no daIm to pension baIeflu hereby awuded to the Alternate
Payee.
I. All rlghu 01 the A1ltm1te Payee In the Mln1st.erla1 Pension Plan ahall be aubJect to
the cand1tiON. resttIctION, UmItatiom, and requirements appUcable to "tamlnat.ed putldpanu"
a. provided by the Plan II It may be amended from time to time. Incllldlna the non.alIenation
provisiON thereoC.
J. All pension bendiu and other rights. benefits. assets and Interest In the Puticlpant'.
Plan not hereby awarded to the Alternate Payee shaI1 be the property of the Partidpant. to the
exclllllon of any present or future claim thereto on the part of the Alternate Payee.
K. Nothing contained In this Order .hall be construed to require the MInIst.eria1
Pension Plan or the Board:
(I) To provide any type or Conn of benefit. or any option. not othClWise
provided w\der that Plan;
(2) To provide Increased benefits (determined on the basis ol actuarla1 value);
or
(3) To pay any benefits to the Alternate Payee which lie required to be paid to
another Alternate Payee under another order previously detamlned by the Baud
to be a 'l',"lIfl~ domestic relations order ("Q.DRO") II that t.eml1s defined with
respect to chUJCh plans by S414(p) of the Internal Revenue Code of 1986.
""'oQDIlQWOI9S
QualIOed DomatJc Re1atJona Order
Pale 8
L The Partidpant aha1l promptly CJCtcute and dellvu to the Board an Aulpllllllt f1j
PIlUI4It BnufltI <wIn& the Corm provided by the Board), au1gnln& to the Alternate Payee the
paulon beneftu hereby awarded to the Alternate Payee.
M. The Alternate Payee aha1l promptly CJCtcute and cIeIivu to the Board anAarptM4lr
tf AssIpmmI tfPIlUI4r1 lJi:MfIt3 with respect to the assignment of pension benefiu h6eby ordered,
uslnl the Conn provided by the Board.
N. The Board, upon receipt oC the Aulpllllllt f1j Pmsl4lt BlMj/t3 and the AarptAlur f1j
AuIQllllDlf tfPmsliRl Bmtjits. within a reasonable time thereafter which Is adminlstratMly Ceaslble,
shall d'cct the translcr oC benefiu contained herein.
O. The Partidpant and the Alt.cmate Payee shall fully cooperate toward the goal of
qualIlying and givinl full clfcct to this Order as a QDRO, sedclng any amendment hcrcoC as may
be nec:cssaJ)' Cor that purp<l'C-
IT Is So ORDERED, this
j,-v'j
day of
/1?4trC.K
97-
,19_.
,./lIL
Presiding Judge
MPP~70ltJ
. '
DAVID W. HUBNER,
PlaintiH
IN THB COURT OF COMMON PLBAS
CUMBERLAND COUNTY, ~BNNSYLVANIA
NO. 4275 1995
CIVIL ACTION . LAW
IN DIVORCB
vs.
BLLBN C. HUBNBR,
Derendant
STIPULATION roa BNTaY or
OtJAL:r.IKD ntlII1!9T:rC IIRr.1TION9 OIlDRII
The plaintirr herein, by his counsel, and the Derendant, by
her counsel, hereby Stipulate as follows:
1. The date or the Divorce Decree is November 14, 1996.
2. Pursuant to the Decree in Divorce which incorporated the
"Marriage Settlement Agreement" of the parties, particularly
Paragraph 10 thereof, sot of the account balances in the Derined
Contribution Account of the Ministerial Pension Plan or the General
Board of Pension and Health Benefits of the United Methodist
Church, as or May 31, 1996 are to be awared to Bllen C. Hubner.
3. For ease of administration and computation, it is
acknowledged that the balance of the Defined Contribution Account
is comprised of: A church account, a personal account (tax-paied),
a personal account (taxable), a salary-reduction account and a QVBC
account, and that:
sot of all of the aforementioned accounts shall continue
to be maintained and administered in the name of David William
Hubner, Participant
and
sot of all or the aforementioned accounts shall be
transferred to and shall hereafter be maintained and administered
.
in
the
name
of
Bllen C.
Hubner,
Alternate
Payee.
4. A Qualified Domestic Relations Order is required by the
United States Internal Revenue Code to effect such assignment
without Federal income tax consequences.
S. The parties have submitted the transaction contemplated
hereby to the administrator of the plan and the administrator has
determined that the proposed Order attached hereto would, once
entered, constitute a Qualified Domestic Relations Order that the
administrator could effectuate without adversly affecting the tax-
qualified status of the Ministerial Pension Plan of the General
Board of Pension and Health Benefits of the United Methodist
Church.
6. Attached hereto is the proposed Qualified Domestic
Relations Order which the parties have agreed to have this Court
enter in this case.
WHBRBFORB, Plaintiff through his counsel, and Defendant,
through her counsel, jointly move Your Honorable Court to enter a
Qualified Domestic Relations Order in the form attached hereto.
Date:
"2./~b ~7
( ,
..Q
Carl G. Wass, ,
Attorney for
Hubner
Date, [}/;'S/17
82893-1