HomeMy WebLinkAbout95-05262
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LAW OFACE
. EDW\RD J. \VEINTRAUB
2650 NORlllllltl 0 SlREET
HARRISBURG. PENNSYlVANIA 17110
(117) 238-2200 FAX (7171 238-9280
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MARITAL SETTLEMENT AGREEMENT
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THIS AGREEMENT, made this ", day of l' :', , , 1997,
by and between Daniel J. Georgiana, hereinafter referred to as "Husband", and Michele
Georgiana, hereinafter referred to as "Wife".
WITNESSETH:
WHEREAS, Husband and Wife were lawfully married on November 25,
1978; and
WHEREAS, certain differences arose between the parties as a result of
which they separated on February 4, 1995, and now live separate and apart from one
another, and are desirous of settling fully and finally their respective financial and
property rights and obligations as between each other, including, without limitation by
specification: the settling of all matters between them relating to the past, present
and future support 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 for equitable distribution of all marital
property; and a resolution of all mutual responsibilities and rights growing out of the
marriage relationship; and
WHEREAS, the parties hereto, after being properly advised by their
respective counsel, Husband, by his attorney, Edward J. Weintraub, Esquire, and Wife
by her attorney, Constance P. Brunt, Esquire, have come to the following agreement,
NOW THEREFORE, in consideration of the above recitals and the
following covenants and promises mutually made and mutually to be kept, the parties
heretofore, intending to be legally bound and to legally bind their heirs, successors and
assigns thereby, covenant, promise and agree as follows:
1 , SEPARA TION:
It shall be lawful for each party at all times hereafter to live
separate and apart from the other as such place or places as he or she may from time
to time choose or deem fit.
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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 harass the
other nor endeavor to molest the other, nor compel the other to cohabit with the other
nor in any way malign the other, nor in any way interfere with the peaceful existence,
separate and apart from the other in all respects as if he or she were single and
unmarried,
3, WIFE'S DEBTS:
Other than the debts indicated in Paragraph 5 below Wife
represents and warrants to Husband that since February 4, 1995, she has not, and in
the future, she will not, contract or incur any debt or liability for which Husband or his
estate might be responsible and 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,
4. HUSBAND'S DEBTS:
Other than the debts indicated in Paragraph 5 below. Husband
represents and warrants to Wife that since February 4, 1995, 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 Wife harmless from any and all
claims or demands made against her by reason of debts or obligations incurred by him.
5. OUTSTANDING MARITAL DEBTS:
Husband and Wife acknowledge and represent to each other that
they have no outstanding marital debts and obligations of the Husband and Wife
incurred prior to the signing of this agreement.
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In the event that either party contracted or incurred any debts since
February 4, 1995, the party who incurred the debt shall be responsible for its payment
regardless of the name in which the account may have been charged and agrees to
indemnify and hold harmless the other for any liability for such debts,
6. MUTUAL RELEASE:
Except as provided in this Agreement, each party waives his or her
right to alimony and any further distribution of property because both agree that this
Agreement provides for an equitable distribution of their marital property in accordance
with the Divorce Code of 1980. Subject 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
in any or all causes of action for breach of any provisions of this Agreement, Each
party also waives his or her right to request marital counseling pursuant to 23
Pa,C,S,A. Section 3302.
7, EQUITABLE DISTRIBUTION:
A, The parties agreed to list and sell their former marital
residence at 111 North Madder Drive, Mechanicsburg, Cumberland County,
Pennsylvania, Wife shall be solely responsible for all mortgage payments, taxes,
insurance and other charges associated with the property from February 4, 1995 until
the date of sale and shall indemnify, hold harmless and simultaneously with the
execution of this Agreement shall reimburse Husband for any costs or liabilities
incurred by him in connection with the property, Wife shall retain as equitable
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distribution the sum of $33,405, being the entire proceeds realized from the sale of
the property, Each party shall assume responsibility for reporting one-half of the
capital gain realized and for paying any taxes, penalties or interest on that one-half,
Each party shall indemnify and save the other harmless from any liability relating to
that one-half of the capital gain.
8, Of the $52,095 balance (December, 1996 statement) in the
parties Edward Jones Investment Account, Husband shall retain $20,000 and shall
transfer or roll over to Wife the sum of $32,095. As additional consideration for
Husband's retention of $5,000 of the $20,000, he shall transfer to Wife an additional
$7,000 in value from his ESOP, Wife acknowledges receipt of a previous post
separation interim equitable distribution payment to her from the Edward Jones
Account in the amount of $14,000 for the purchase of her new Dodge automobile,
C, Contents of Wife's Residence:
As of the date of the execution of this Agreement, Husband
shall set over, transfer and assign to Wife all of his right, title, claim and interest in
and to the furniture, furnishings, fixtures, goods, appliances, equipment and personal
items within Wife's residence.
D. Contents of Husband's Residence:
As of the date of the execution of this Agreement, Wife shall
set over, transfer, and assign to Husband all of her right, title, claim and interest in and
to the furniture, furnishings, fixtures. goods, appliances. equipment and personal items
within Husband's residence,
E. Motor Vehicles:
With respect to the motor vehicles owned by one or both of
the parties. they agree as follows:
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House proceeds
Jones Account
Saab
Wife's personal Property
Wife's IRA Account
Due Wife from ESOP (6462,45 shares)
Due Wife from ESOP (204,38 shares)
Total Due Wife from ESOP (6668,83 shares)
(33,405)
(32,095)
( 2,600)
(15,000)
139,188)
$221,339
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4, Husband shall retain the balance of his ESOP,
G. Joint Bank and Charge Accounts:
All joint bank and charge accounts, credit card accounts and
any other joint accounts shall be terminated and each party shall take those steps
necessary to have the other removed as a responsible party from any such account.
H, Property to Wife:
The parties agree that Wife shall own, posses, and enjoy free
from any claims of Husband, the property awarded to her by the terms of this
Agreement, Husband hereby quitclaims, assigns and conveys to Wife all such property
together with any insurance policies covering that property. and any escrow accounts
relating to that property. This Agreement shall constitute a sufficient bill of sale to
evidence the transfer of any and all rights in such property from Husband to Wife.
I, Property to Husband:
The parties agree that Husband shall own, possess, and
enjoy free from any claims of Wife, the property awarded to her by the terms of this
Agreement, Wife hereby quitclaims. assigns and conveys to Husband all such property
together with any insurance policies covering that property, and any escrow accounts
relating to that property, This Agreement shall constitute a sufficient bill of sale to
evidence the transfer of any and all rights in such property from Wife to Husband.
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J, Miscellaneous Property:
All property not specifically addressed herein shall hereafter
be owned by the party to whom the property is titled, and if untitled, the party in
possession, This Agreement shall constitute a sufficient bill of sale to evidence the
transfer of any and all rights in such property from each to the other.
K. Tax Liability:
The parties believe and agree that the division of property
heretofore made by this 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 adjusted basis of the property assigned t
him or her with respect to any other issue which is inconsistent with the position set
forth in the preceding sentence on his or her Federal or State income tax returns.
8, LIFE INSURANCE:
During the years and in the amounts indicated, Husband shall
maintain decreasing term life insurance irrevocably naming Wife as beneficiary to
insure the payment of alimony and child support for the parties minor children in the
event of Husband's death, as follows:
1996 - 2003 $300,000
2003 - 2010 $250,000
2010 - 2014 $200,000
Husband will maintain the indicated coverage fully in effect, making
timely payments of necessary premiums and shall not borrow against, pledge or
otherwise encumber these policies, Upon request by Wife, Husband shall provide
evidence that such insurance is in effect. For tax purposes, insurance premiums paid
by Husband shall not be deductible by him or includable in Wife's income as alimony
payments,
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9, ALIMONY AND CHILD SUPPORT:
Husband shall pay Wife alimony and child support initially totaling
~ 1 Q~- . _f1tb $900 from each biweekly paychecl ,as hereinafter set forth,
Husband shall pay Wife allocated as alimony the amount of $430
biweekly, commencing December 1, 1996 and ending sixty months (60) thereafter,
For tax purposes, all alimony payments after January 1, 1997 shall be includable to
Wife as income and deductible by Husband, Alimony shall terminate in the event of
Wife's death, cohabitation or remarriage,
Husband shall pay to Wife allocated as support for their minor children
Aubrie and Kylie the amount of $470 biweekly. Husband shall maintain health
insurance equivalent to his present coverage for both children until each attains the
age of twenty-two (22). Uninsured medical, dental or vision expenses for the children
will be shared by the parties in ratio of their net incomes from all sources, based upon
their exchange of complete income data, including tax returns, by May 1, annually
which will include complete income data, including bonuses, copies of tax returns, W,
2 forms and 1099 forms for the preceding year and current pay stubs, bonus and
commission records for the current calendar year, Wife shall pay 100% of 811 child
care expenses,
If, as and when Husband receives any bonus wage compensation, within
ten (10) days of receiving a wage bonus he shall provide Wife with 8 statement
indicting the gross amount of each bonus and Husband shall tender to Wife two
checks: one equal to 23% of his net bonus (assuming reasonable withholding for
federal income taxes pro rata to Husband's total gross taxable wages for that tax year
and after deduction of all other mandatory tax deductions) as child support and the
other equal to 16% of his gross bonus (less all mandatory tax deductions other than
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for federal income ~axes) as alimony. When alimony terminates, Husband shall
continue to pay to Wife, as child support, 23% of his net bonus as calculated above,
until the oldest child reaches the age of 18 or graduates from high school, whichever
later occurs, and 11 Y:z % of the net bonus thereafter until the youngest child reaches
the age of 18 or graduates from high school, whichever later occurs,
All college expenses for the children, including tuition, room and
board, student fees, transportation, medical expenses, books, computer fees, and
clothing shall be shared by the parties in ratio of their then net incomes from all
sources at that time, Both parents will promptly share with each other all relevant
information regarding post high school education and both shall participate fully in the
selection of institutions for any post-high school education. By May 1 st annually, the
parties will exchange complete income data including tax returns, W-2s, 1099s and
and other relevant information also including a current pay stub with year to date
earnings for the current year and data on any paid or earned commissions or bonuses,
Wife acknowledges and agrees that the provisions of this
Agreement providing for the payment of alimony to her by her Husband are fair,
adequate, and satisfactory to her and are based upon her actual need, her Husband's
ability to pay, the duration of the parties' marriage and other relevant factors which
have been taken into consideration by the parties, Although the approval of this
Agreement by a court of competent jurisdiction in connection with this action in
divorce or annulment filed by Husband or Wife shall be deemed an order of the court
and may be enforced as provided in 23 Pa,C.S.A, Section 3701, as amended, this
Agreement, insofar as it pertains only to support for Wife and the payment of alimony
following the entry of a final Decree in Divorce between the parties, may not be
modified, suspended, terminated, or reinstated at the instance of request of the Wife
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or Husband, or subject to further order of any court upon changod circumstancos of
the Wife or Husband of a substantial or continuing nature, or for any roeeon claimod
by Wife whatsoever, Upon that condition, Wifo hereby accepts tho provisions of this
Agreement in lieu of and in full and final settlement and satisfaction of all claims and
demands that she may now or hereafter hove against Husband for her support and
maintenance of herself and for alimony, and Husband and Wife further voluntarily and
intelligently waives and relinquishes any right to seek a modification, suspension,
termination, reinstitution, or other court order with respect to the terms of this
Agreement pertaining to the payment of support to Wife or the payment of alimony
by Husband,
Husband acknowledges and agrees that tho provisione of this
Agreement providing for equitable dislribution of monlal proporly oro fair, adequate
and satisfactory to him and are accopted by him In heu of and In full and final
settlement and satisfaction of any claims or demands Ihat he may now have or
hereafter have against the Wife for support, maintenanco or olimony. Huebond further
voluntarily and intelligently waives and relinquishes any nghlto sook from Ihe Wife any
payment for support or alimony.
10. HEAL TH INSURANCE:
Husband agrees to continue 10 prOVide and pay for Wife's medical
and hospitalization coverage until entry of a final decroo In divorce. Thoreafter via
COBRA, if available following the entry of 0 final Docree In Divorco, additional health
care coverage may be obtained at the solo coet of Wife. Any payments for health
insurance will not be considered alimony and ore not Included with the income of the
Wife within the meaning and intent of Section 71 of the United Stales Internal
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Revenue code of 1954 and not deductible from Husband's gross income pursuant to
the provisions of Section 215 of the United States Internal Revenue code of 1954,
11. ALIMONY PENDENTE LITE, COUNSEL FEES AN EXPENSES:
Husband and Wife acknowledge and agree that the provisions of
this Agreement providing for the equitable distribution of marital property of the parties
are fair, adequate and satisfactory to them, Both parties agree to accept the
provisions set forth in this Agreement in Lieu of and in full and final settlement and
satisfaction of all claims and demands that either may now or hereafter have against
the other for alimony pendente lite, counsel fees or expenses or any other provision
for their support and maintenance before, during and after the commencement of the
proceedings for divorce or annulment between the parties,
12, INCOME TAX RETURNS:
The parties have heretofore filed joint federal and Gtate tax returns.
Both parties agree that in the event any deficiency in federal, state or local income tax
is proposed, or any assessment of an such tax is made against either of them, each
will indemnify and hold harmless the other from and against an loss or liability for any
such tax deficiency or assessment and any loss or liability for any such tax deficiency
or assessment and any interest, penalty and expense incurred in connection therewith,
Such tax, interest, penalty or expense shall be paid solely and entirely by the individual
who is finally determined to be responsible for the actions, misrepresentations or
failures to disclose separate income resulting in tax liability. The parties shall file
separately in 1997 and thereafter, Upon request by Husband. Wife shall release
annually to Husband the dependency exemptions for both children, so long as husband
tenders to Wife a check equal to the amount of additional tax liability Wife incurs as
a result of releasing the exemptions to Husband. Wife shall supply husband with a
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draft tax return to enable him to compute the compensation due Wife for her releasing
the exemptions to him,
13. WAIVERS OF CLAIMS AGAINST ESTATES:
Except as herein otherwise provided each party may dispose of his
or her property in any way, and each party hereby waives and relinquishes any and all
rights he or she may now have or hereafter acquire. under the present or future laws
of any jurisdiction, to share in the property or the estate of the other as a result of the
marital relationship, including without limitation, dower, curtsey, statutory allowance,
widow's allowance, right to take intestacy, right to take against the will of the other,
and right to act as administrator or executor of the other's estate. Each will, at the
request of the other, execute, acknowledge and deliver any and all instruments which
may be necessary or advisable to carry into effect this mutual waiver and
relinquishment of all such interests, rights and claims and both parties will revoke prior
wills or testamentary documents.
14. AGREEMENT NOT PREDICATED ON DIVORCE:
It is specifically understood and agreed by and between the parties
hereto and each of the said parties does hereby warrant and represent to the other,
that the execution and delivery of this Agreement is not predicated upon nor made
subject to any agreement for institution, prosecution, defense, or for the non,
prosecution or non-defense of any action for divorce; provided, however, that nothing
contained in this Agreement shall prevent or preclude either of the parties hereto from
commencing, instituting or prosecuting an action or actions for divorce, either absolute
or otherwise, upon just, legal and proper grounds; nor to prevent either party from
defending any such action which has been, mayor shall be instituted by the other
party, or from making any just or proper defense thereto. It is warranted, covenanted
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and represented by Husband and Wife, each to the other, that this Agreement is lawful
and enforceable and this warranty, covenant and representation is made for the
specific purpose of inducing Husband and Wife to execute this Agreement, Husband
and Wife each knowingly and understandingly hereby waives any and all possible
claims that this agreement is, for any reason illegal or for any reason whatsoever,
unenforceable in whole or in part, Husband and Wife each do hereby warrant,
covenant and agree that, in any possible event, he and she are and shall forever be
estopped from asserting any illegality or unenforceability as to all or any part of this
Agreement,
15. SUBSEQUENT DIVORCE:
Husband at his cost by his/her counsel has filed an action for
divorce under 3301 (cl and (d) of the Divorce code,
Simultaneously with the execution of this Agreement both parties
will execute Affidavits of Consent and Waivers of Notice attached hereto to enable
counsel for Husband to proceed with a no-fault divorce as soon as possible, providing
counsel for Wife with a duplicate decree,
The parties further agree that each of them shall be responsible for
their own attorney's fees.
The parties shall be bound by the terms of this agreement, which
shall be incorporated by reference into the Divorce Decree. shall not be merged in such
Decree, but shall in all respects survive the same and be further binding as an
enforceable contract, conclusive upon the parties.
16. BREACH AND ENFORCEMENT:
If either party breaches any provision of this Agreement, the other
party shall have the right at his or her election to sue for damages for such breach, or
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seek such other remedies or relief as may be available to him or her, and the party
breaching this Agreement shall be responsible for payment of legal fees and costs
incurred by the other in enforcing his or her rights under this Agreement, Reasonable
interest at the existing prime rate shall be assessed from the date of breach,
A, This Agreement may be specifically enforced by either
Husband or Wife in Equity, and the parties hereto agree that if an action to enforce this
Agreement is brought in Equity by either party, the other party will make no objection
on the alleged ground of lack of jurisdiction of said Court on the ground that there is
an adequate remedy at law, The parties do not intend or purport hereby to improperly
confer jurisdiction on a Court in Equity by this Agreement, but they agree as provided
herein for the forum of equity in mutual recognition of the present state of the law,
and in recognition of the general jurisdiction of Courts in Equity over agreement such
as this one.
B. Notwithstanding anything to the contrary herein, Husband
and Wife may also proceed with an action at law for redress of his or her rights under
the terms of this Agreement, and in such event it is specifically understood and agreed
that for and in specific consideration of the other provisions and covenants of this
Agreement, each shall waive any right to a jury trial so as to expedite the hearing and
disposition of such case and so as to avoid undue delay.
17, ADDITIONAL INSTRUMENT:
Each of the parties shall from time to time, at the request of the
other, execute. acknowledge and deliver to the other party any and all further
instruments that may be reasonably reqUired to give full force and effect to the
provisions of this Agreement.
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18, VOLUNTARY EXECUTION:
The provisions of this Agreement and their legal effect have been
fully explained to the parties by their respective counsel, and each party acknowledges
that the Agreement is fair and equitable, that it is being entered into voluntarily, with
full knowledge of the assets of both parties, and that it is not the result of any duress
or undue influence, The parties acknowledge that they have been furnished with all
information relating to the financial affairs of the other which has been requested by
each of them or by their respective counsel.
19, ENTIRE AGREEMENT:
This Agreement contains the entire understanding of the parties
and there are no representations, warranties, covenants or undertakings other than
those expressly set forth herein, Husband and Wife acknowledge and agree that the
provisions of this Agreement with respect to the distribution and divisions of marital
and separate property are fair, equitable and satisfactory to them based on the length
of their marriage and other relevant factors which have been taken into consideration
by the parties. Both parties hereby accept the provisions of this Agreement with
respect to the division of property in lieu of and in full and final settlement and
satisfaction of all claims and demands that they may now have or hereafter have
against the other for equitable distribution of their property by and any court of
competent jurisdiction pursuant to 23 Pa.C,S.A. Section 3501 ~ ~ or any other
laws, Husband and Wife each voluntarily and intelligently waive and relinquish any
right to seek a court ordered determination and distribution of marital property, but
nothing herein contained shall constitute a waiver by either party of any rights to seek
the relief of any court for the purpose of enforcing the provisions of this Agreement,
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20. DISCLOSURE:
Husband and Wife represent and warrant to the other that he or
she has made a full and complete disclosure to the other of all assets of any nature
whatsoever in which either party has an interest, the sources and amount of the
income of such party of every type whatsoever and of all other relevant and material
facts relating to the subject matter of this Agreement.
21. MODIFICA TlON AND WAIVER:
A modification or waiver of any of the provisions of this Agreement
shall be effective only if made in writing and executed with the same formality as this
Agreement, The failure of either party to insist upon strict performance on any of the
provisions of this Agreement shall not be construed as a waiver of any subsequent
default of the same or similar nature,
22. PRIOR AGREEMENT:
It is understood and agreed that any and all property settlement
agreements which mayor have been executed prior to the date and time of this
Agreement are null and void and have no effect,
23. DESCRIPTIVE HEADINGS:
The descriptive headings used herein are for convenience only,
They have no effect whatsoever in determining the rights or obligations of the parties,
24. INDEPENDENT SEPARATE COVENANTS:
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.
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25. APPLICABLE LA W:
This Agreement shall be construed under the laws of the
Commonwealth of Pennsylvania.
26. VOID CLAUSES:
If any term, condition, clause or provision of this Agreement shall
be determined or declared to be void or invalid in law or otherwise, then only that
term, condition. clause or provision shall be stricken from this Agreement and in all
other respects this Agreement shall be valid and continue in full force, effect and
operation,
27, AGREEMENT BINDING ON HEIRS:
This Agreement shall be binding and shall inure to the benefit of
the parties hereto and their respective heirs, executors, administrators, successors,
and assigns,
IN WITNESS WHEREOF, the parties hereto have sit their Hands and Seals
the day and year first above written,
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DANIEL J, GEORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
v,
No, 95-5262 CIVIL TERM
MICHELE GEORGIANA,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
PRAECIPE TO TRANSMIT RECORD
To the Prothonotary:
Transmit the record, together with the following information, to the court for
entry of a divorce decree:
1, Ground for divorce: irretrievable breakdown under Section 3301 (c) of the
Divorce Code.
2, Date and manner of service of the complaint: service accepted by counsel
for Defendant. Constance p, Brunt. Esquire on October 10, 1995,
3, Date of execution of the affidavit of consent required by Section 3301 (c)
of the Divorce Code:
by plaintiff: April 9. 1997;
by defendant: April 4, 1997,
4, Related claims pending: None,
5, 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 (d1l11111 of the Divorce Code, Not Applicable,
WHEREFORE, the Court is requested to enter a Final Decree in Divorce in
compliance with Section 3301 (c) of the Divorce Code and ?a, R,C,P, 1920,42(a1l1)
and to incorporate the terms of the Separation and Property Settlement Agreement in
accordance with Section 301 (a1l1) and (4) and 401 (b) of the Divorce Code,
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Dated: .~., t.,. ~. 7
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Edwafd J. eintraub. Esquire
Counsel for Plaintiff
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DRAFT 14 - 10/2/95
DANIEL J. GEORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 1.i- ~.i2.~)- a, ~LLC ,,)0(1'-
CIVIL ACTION - LAW
:
vs.
MICHELE GEORGIANA,
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
may proceed without you and a decree of divorce or annulment may be
entered against you by the Court. A judgment may also be entered
against you for any other claim or relief requested in these papers
by the Plaintiff. You may lose money or property or other rights
important to you, including custody or visitation of your children.
When the ground for the divorce is indignities or
irretrievable breakdown of the marriage, you may request marriage
counseling. A list of marriage counselors is available in the
Office of the Prothonotary, Cumberland County Courthouse, 1
Courthouse Square, Carlisle, pennsylvania 17013.
IF YOU DO NOT FILE A CLAIM FOR ALIMONY, DIVISION OF
PROPERTY, LAWYER'S FEES OR EXPENSES BEFORE A DIVORCE OR ANNULMENT
IS GRANTED, YOU MAY LOSE THE RIGHT TO CLAIM ANY OF THEM.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
COURT ADMINISTRATOR
4TH FLOOR - CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE, PA 17013
(717) 240-6200
DANIEL J. GEORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO.
CIVIL ACTION - LAW
MICHELE GEORGIANA,
Defendant
IN DIVORCE
COMPLAINT UNDER SECTION 3301
OF THE DIVORCE CODE
1. Plaintiff is Daniel J. Georgiana, who currently
resides at Delbrook Manor Apartments,
411 Brian Court,
Mechanicsburg, Cumberland County, Pennsylvania 17055.
2. Defendant is Michele Georgiana, who currently resides
at 111 N. Madder Drive, Mechanicsburg, Cumberland County,
Pennsylvania 17055.
3. Plaintiff has been a bona fide resident of the
Commonwealth of Pennsylvania for a period of more than six (6)
months immediately preceding the filing of this Complaint.
4. The Parties were married on November 25, 1978 in
Altoona, Pennsylvania
5. Neither Plaintiff nor Defendant is in the military or
naval service of the United States or its allies within the
provisions of the Soldiers' and Sailors' Civil Relief Act of the
Congress of 1940 and its amendments.
6. There has been no prior action for divorce or
annulment instituted by either of the parties in this or any other
jurisdiction.
7. The Plaintiff has been advised that counseling is
available and that Plaintiff may have the right to request that the
Court require the parties to participate in counseling.
COUNT I.
REQUEST FOR A NO-FAULT DIVORCE UNDER
SECTION 33011cl OF THE DIVORCE CODE
8. The prior paragraphs of this Complaint are
incorporated herein by reference thereto.
9. The marriage of the parties is irretrievably broken.
10. After ninety (90) days have elapsed from the date of
the filing of this Complaint, Plaintiff intends to file an
affidavit consenting to a divorce.
Plaintiff believes that
Defendant may also file such an affidavit.
WHEREFORE, if both Parties file affidavits consenting to
a divorce after ninety (90) days have elapsed from the date of the
filing of this Complaint, Plaintiff respectfully requests the Court
to enter a Decree of Divorce pursuant to Section 3301(c) of the
Divorce Code.
COUNT II.
REQUEST FOR A NO-FAULT DIVORCE UNDER
SECTION 33011dl OF THE DIVORCE CODE
11. The prior paragraphs of this Complaint are
incorporated herein by reference thereto.
12. The marriage of the Parties is irretrievably broken.
13. The parties are living separate and apart and at the
appropriate time, Plaintiff will submit an affidavit alleging that
the Parties have lived separate and apart for at least two years as
specified in Section 330l(d) of the Divorce Code.
COUNT I II .
REQUEST FOR EQUITABLE DISTRIBUTION OF MARITAL
PROPERTY UNDER SECTIONS 3323. 3501. 3502 and 3503
OF THE DIVORCE CODE
14. The prior paragraphs of this Complaint are
incorporated herein by reference thereto,
15. Plaintiff requests the Court to equitably divide,
distribute or assign the martial property between the parties
without regard to marital misconduct in such proportion as the
Court deems just after consideration of all relevant factors.
WHEREFORE, Plaintiff respectfully requests the Court to
enter an order of equitable distribution of marital property
pursuant to Sections 3323, 3501, 3502 and 3503 of the Divorce Code.
COUNT IV.
REQUEST FOR CONFIRMATION OF CUSTODY
UNDER SECTIONS 3104(A)(2) AND 3323(B)
OF THE DIVORCE CODE
16. The prior paragraphs of this Complaint are
incorporated herein by reference thereto.
17. The parties are the parents of the following
unemancipated children who resides primarily with Defendant Mother.
~
AGE
10
SEX
DATE OF BIRTH
Aubrie Lynne Georgiana
Kylie Andrea Georgianna
3
F
OS/23/84
08/31/91
F
18. During the past five years, the children have
resided with the parties and at the addresses herein indicated.
lRQM TO WITH WHOM ADDRESSES
Apr il 1991 June 1994 Mother & Father 6 Thomas Drive
Roquoson, VA
June 1994 Feb. 1995 Mother & Father 111 N. Mader Drive
Mechanicsburg,PA
Feb. 1995 Present Mother 111 N. Mader Drive
Mechanicsburg,PA
19. Plaintiff has not participated in any other
litigation concerning the children in this or any other state.
20. There are no other proceedings pending involving
custody of the children in this or any other state.
21. Plaintiff knows of no person not a party to these
proceedings who has physical custody of the children or who claims
to have custody, partial custody or visitation rights with respect
to the children.
22. The best interests of the children will be served if
the shared legal and partial physical custody of Plaintiff is
confirmed.
WHEREFORE, Plaintiff respectfully requests that, pursuant
to 55 3104(a)(2) and 3323(b) of the Divorce Code, the Court enter
an Order confirming custody of the children in Plaintiff.
COUNT V.
REQUEST FOR APPROVAL OF ANY SETTLEMENT AGREEMENT
AND INCORPORATION THEREOF IN DIVORCE DECREE
UNDER SECTION 3104
OF THE DIVORCE CODE
23. The prior paragraphs of this Complaint are
incorporated herein by reference thereto,
24. The public policy of the Commonwealth of Pennsylvania
encourages parties to a marital dispute to negotiate a settlement
of their differences.
25. While no settlement has been reached as of the date
of the filing of this Complaint, Plaintiff is and has always been
willing to negotiate a fair and reasonable settlement of all
matters with Defendant.
26. To the extent that a written settlement agreement
might be entered into between the parties prior to the time of
hearing on this Complaint, Plaintiff desires that such written
agreement be approved by the Court and incorporated in any divorce
decree which may be entered dissolving the marriage between the
parties.
WHEREFORE, if a written settlement agreement is reached
between the Parties prior to the time of hearing on this Complaint,
Plaintiff respectfully requests that, pursuant to Section 3104
of the Divorce code, the Court approve and incorporate such
agreement in the final divorce decree.
BY:
EDWARD J. RE
2650 North Third Street
Harrisburg, PA 17110
(717) 238-2200
ID U 7441
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ATTORNEY FOR PLAINTIFF
Date:
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DANIEL J. GEORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTy, PENNSYLVANIA
v.
CIVIL ACTION - LAW
MICHELE GEORGIANA,
Defendant
NO. 95-5262 Civil Te~
IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 3301(c) of the
Divorce Code was filed on October 3, 1995.
2. The marriage of Plaintiff and Defendant is irretrievably
broken and ninety days have elapsed from the date of filing the
Complaint,
3. I consent to the entry of a final Decree of Divorce
after service of notice of intention to request entry of the
decree.
I verify that the statements made in this affidavit are true
and correct, I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S, ~4904 relating to unsworn
falsification to authorities,
DATE:
-f/.9,97
, Plaintiff
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DANIEL J. GEORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
MICHELE GEORGIANA,
Defendant
NO. 95-5262 Civil Te~
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REOUEST
ENTRY OF A DIVORCE DECREE UNDER
S33D1(c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce
without notice,
2. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted,
3. I understand that I will not be divorced until a divorce
decree is entered by the Court and that a copy of the decree will
be sent to me immediately after it is filed with the
Prothonotary,
I verify that the statements made in this Affidavit are true
and correct, I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S, ~4904 relating to unsworn
falsification to authorities.
DATE:
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DANIBL J. GBORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
:
MICHELE GEORGIANA,
Defendant
NO. 95-5262 Civil Term
IN DIVORCE
AFFIDAVIT OF CONSENT
1. A Complaint in Divorce under Section 3301(c) of the
Divorce Code was filed on October 3, 1995,
2. The marriage of Plaintiff and Defendant is irretrievably
broken and ninety days have elapsed from the date of filing the
Complaint,
3. I consent to the entry of a final Decree of Divorce
after service of notice of intention to request entry of the
decree.
I verify that the statements made in this affidavit are true
and correct, I understand that false statements herein are made
subject to the penalties of 18 Pa,C,S. 54904 relating to unsworn
falsification to authorities.
DATE:
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DANIEL J. GEORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
CIVIL ACTION - LAW
MICHELE GEORGIANA,
Defendant
NO. 95-5262 Civil Term
IN DIVORCE
WAIVER OF NOTICE OF INTENTION TO REQUEST
ENTRY OF A DIVORCE DECREE UNDER
S33011c) OF THE DIVORCE CODE
1. I consent to the entry of a final decree of divorce
without notice,
2. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted,
3. I understand that I will not be divorced until a divorce
decree is entered by the Court and that a copy of the decree will
be sent to me immediately after it is filed with the
Prothonotary.
I verify that the statements made in this Affidavit are true
and correct, I understand that false statements herein are made
subject to the penalties of 18 Pa,C.S, ~4904 relating to unsworn
falsification to authorities.
DATE:
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DANIEL J. GEORGIANA,
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
v,
NO, 95-5262 CIVIL TERM
MICHELE GEORGIANA,
Defendant
CIVIL ACTION - LAW
IN DIVORCE
STIPULATION FOR AN AGREED ORDER OF CUSTODY
AND NOW, the parties, by and through their attorneys, stipulate and
agree as follows:
I. LEGAL CUSTODY
1 , The parties hereby agree to share legal custody of their minor
children, Aubrie Georgiana, born May 23, 1984, and Kylie Georgiana, born August
31, 1991. The parties shall have an equal right of participation in decision making
for all major issues related to health, education, welfare and the up-bringing of their
children,
2, Each party agrees to keep the other informed of the progress of
the children's education and social adjustments, Each party agrees not to impair
the other party's right to shared legal or physical custody of the children, Each
party agrees to give support to the other in the role as parent and to take into
account the consensus of the other for the physical and emotional well-being of the
children,
3, While in the presence of the children, neither parent shall make
or permit any other person to make, any remarks or do anything which could in any
way be construed as derogatory or uncomplimentary to the other parent, It shall be
the express duty of each parent to uphold the other parent as one whom the
children should respect and love.
4. It shall be the obligation of each parent to make the children
available to the other in accordance with the physical custody schedule and to
encourage them to participate in the plan hereby agreed and ordered,
5, Each parent shall have the duty to notify the other of any event
or activity that could reasonably be expected to be of significant concern to the
other parent.
e, The parents shall communicate directly with one another
concerning any parenting issue requiring consultation and agreement and regarding
any proposed modifications to the physical custody schedule, which may from time
to time become necessary, and shall specifically not use the children as
messengers, Furthermore, neither parent shall discuss with the children any
proposed changes to the physical custody schedule, or any other issue requiring
consultation and agreement, prior to discussing the matter and reaching an
agreement with the other parent,
7, With regard to any emergency decisions which must be made,
the parent with whom the children are physically residing at the time shall be
permitted to make the decision necessitated by the emergency without consulting
the other parent in advance, However, that parent shall inform the other of the
emergency and consult with him/her as soon as possible, Day-to-day decisions of a
routine nature shall be the responsibility of the parent having physical custody at
the time,
8, Each parent shall be entitled to complete and full information
from any doctor, dentist, teacher or authority and have copies of any reports given
to them as a parent, Such documents include. but are not limited to, medical
reports, academic and school report cards, birth certificates. etc, Both parents may
and are encouraged to attend school conferences and activities. The Father's name
shall be listed with the school as the alternative parent to be contacted in the event
of an emergency and to be notified regarding school events. However, it will be
Mother's primary responsibility to provide Father with copies of report cards and all
notifications of major school events.
9. Neither parent shall schedule activities or appointments for the
children which would require their attendance or participation at said activity or
.
appointment during a time when they are scheduled to be in the physical custody
of the other parent without that parent's express prior approval.
10, The parties hereby acknowledge that they have discussed and
jointly made the following decisions:
. Good Hope Family
a. The partIes agree that PhYiiciat:l'i' will continue
to be the children's pediatrician and accordingly, will provide
medical treatment to the children when necessary,
b. The parties acknowledge that the children's legal names are
Aubrie Georgiana and Kylie Georgiana, and that they shall be
known by these names for all purposes, The parties agree that
they will instruct their respective families and friends that the
children should not be referred to by any other names,
II. PHYSICAL CUSTODY
The parents shall share physical custody of the children. Mother shall
have primary physical custody. Father shall have partial custody as periodically
determined by mutual agreement. Failing mutual agreement to the contrary, the
following schedule shall apply:
1. Alternating weekends with Father from Friday at 6:00 p.m,
through Sunday at 5:00 p,m,
2. Mid-week overnight visitation with Father every week from
Tuesday at 6:00 p,m. through Wednesday at 5:00 a,m. and
from Thursday at 5:00 p.m. through Friday at 8:00 a.m.
3. New Year's Day will be alternated by the parties, beginning with
Mother in 1996. with holiday visitation to commence at 4:00
p,m. on the evening preceding the holiday, continuing until the
holiday at 8:00 p.m.
4. The Easter and Thanksgiving holidays shall be alternated
between the parties. beginning with Mother having Easter in
1997. The Easter Holiday visitation shall commence at 4:00
p.m. on Friday through 8:00 p.m. on Easter Sunday. The
'.,
Thanksgiving Holiday visitation shall commence at 4:00 p,m, on
Wednesday through 8:00 p,m, on Sunday,
5, Christmas Eve, December 24th at 4:00 p.m, until Christmas
Day, December 25th at 12:00 noon with Father in even years
and with Mother in odd years,
6, Christmas Day, December 25th at 12:00 noon until December
26th at 8:00 a,m. with Mother in even years and with Father in
odd years,
7, Father's Day with Father from 8:00 a.m, to 6:00 p,m, every
year.
8, Mother's Day with Mother from 8:00 a,m. to 6:00 p,m, every
year,
9. Each parent shall have fourteen (14) days of vacation with the
children to be exercised with both children at the same time
between Memorial Day and Labor Day each year. The said days
shall be exercised in blocks of a minimum of three (3) days
each. Notwithstanding the foregoing, neither parent shall
exercise more than two consecutive weekends, In the event
that a party's vacation schedule would result in that party's
having more than two consecutive weekends, the other party
shall have custody on the third consecutive weekends,
regardless of whether it is their regularly scheduled weekend,
10, Each parent shall have physical custody of the children for
attendance at family funerals, near death situations and at
weddings with reasonable notice to the other parent.
III. TELEPHONE PRIVILEGES
The parties agree that there shall be reasonable telephone access
between the children and both parents. The children shall be permitted free access
to place calls to their parents at any time they desire.
IV. RELOCATION
The parties have negotiated the custody and partial custody portions
of this Agreement based upon existing circumstances, and in particular, based upon
.,.
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Wife's and Husband's current residences in Cumberland County, Pennsylvania, If
either parent desires to establish a residence more than fifty (50) miles from his or
her present residence, he or she shall give the other parent at least ninety (90)
days' written notice in advance of the proposed move, if reasonably possible, in
order to give the parties the opportunity to confer. prior to the relocation, and to
establish a mutually satisfactory arrangement as to custody and partial custody in
light of the changed circumstances, In the event that the parties are unable to
reach an agreement, then the Court of Common Pleas of Cumberland County shall
have jurisdiction over them to fashion an appropriate custody/partial custody order,
This Stipulation shall be entered as an Order of the Court,
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Edward J, Weintraub, Esquire
Attorney for Plaintiff
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Attorney for Defendant
BY THE COURT:
DATE
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2, The term "Participant" means DANIEL J. GEORGIANA, Social
Security Number 195-48-1260, who is a participant in the Plan,
whose last known address is 88 Deerfield Drive, Camp Hill, PA
17011,
3, The "Alternate Payee" is the former spouse of the
participant, p, MICHELE GEORGIANA, Social Security Number 175-52-
5361, whose last known address is 19 Lilac Drive, Mechanicsburg,
PA 17055,
4, The Administrator of the Plan is Lowe's Companies, Inc.,
hereinafter referred to as the "Administrator".
5, Plaintiff and Defendant have agreed that 6668,83 shares
of Lowe's Companies common stock in the Plan shall be awarded to
Defendant, p, MICHELE GEORGIANA, as ordered herein,
Based upon the foregoing Findings of Fact, the Court makes the
following:
CONCLUSIONS OF LAW
1. The division of marital property as between Plaintiff,
DANIEL J. GEORGIANA, and Defendant, P. MICHELE GEORGIANA,
including the division of the Plan, is part of an equi table
2
distribution of marital property acquired by them during marriage
and, further, is "incident to divorce",
2. This QDRO is appropriately entered by the Court under
the Pennsylvania Divorce Code, 23 Pa,C,S. ~3101 et seq.
NOW THEREFORE, based on the foregoing Findings of Fact, and
Conclusions of Law, it is hereby ORDERED AND DECREED that:
1, The Administrator of the Plan shall recognize the right
of P. MICHELE GEORGIANA as Alternate Payee to demand a division
of the Plan to the extent set forth hereafter.
2, Each party is hereby awarded an interest in and to the
Plan, with the Alternate Payee's interest to consist of 6668,83
shares of Lowe's Companies, Inc., common stock previously
credited to the Participant's account, The Participant shall
retain the balance in said account free and clear of any further
claim by the Alternate Payee, As of the date of this order,
Lowe's Companies Employee Stock Ownership Plan (ESOP) shall set
aside in an alternate payee account 6668.83 shares for the sole
benefit of the Alternate Payee, Any dividend distributions made
after January 1, 1997, which are attributable to the said shares
shall be paid to Alternate Payee in accordance with the terms of
the Plan. Nothing contained in this paragraph shall be construed
3
to require any Plan or Plan administrator: 1) to provide to the
Alternate Payee any type or form of benefit or any option not
otherwise available to the Participant under the Plan; 2) to
provide to the Alternate Payee increased benefits not available
to the Participant; 3) to require any distribution to the
Alternate Payee before the earliest date that the Participant is
eligible to receive a distribution; or 4) to pay any benefits to
the Alternate Payee which are required to be paid to another
alternate payee under another order determined by the Plan
Administrator to be a qualified domestic relations order
(hereinafter called "QDRO") before this document is determined by
the Plan Administrator to be a QDRO,
3, In the event of the death of p, MICHELE GEORGIANA,
Alternate Payee, the shares affected by this QDRO shall be
distributed as she shall direct in the appropriate beneficiary
designation form or, in the absence of such designation, to the
Alternate Payee's Estate,
4, In the event of the death of Participant, the Alternate
Payee shall be entitled to receive the entire balance of the
Alternate Payee account, but no portion of the portion of the
account awarded to Participant, who may designate beneficiaries
for that portion as he sees fit.
4
5, The Alternate Payee shall be entitled to receive the
benefits specified herein, only in accordance with law, and the
terms of the Plan Agreement. Alternate Payee agrees to comply
with all terms and conditions of the Plan now in effect or as may
hereafter be amended, not otherwise in contravention of the right
of the Alternate Payee to receive such payments as ordered
herein, Alternate Payee shall not be deemed a participant in the
Plan solely by reason of the receipt of this order by the Plan
and its Administrator.
6, No portion of this Order is intended to require the Plan
to provide any type or form of benefit or any option not
otherwise provided under the Plan, nor shall this Order require
any distribution to the Alternate Payee before the earliest date
that Participant is eligible to receive a distribution, This
Order shall not require the Plan to provide increased benefits
nor to make payments of benefits to an alternate payee which are
required to be paid to another alternate payee under another
Order previously determined to be a QDRO.
7. This order is intended to be a QDRO as defined by the
Internal Revenue Code of 1954, as amended and its provisions
shall be administered and interpreted in conformity with that
Act. This Court reserves jurisdiction to amend this Order upon
application of Plaintiff, DANIEL J. GEORGIANA, or Defendant, p,
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MICHELE GEORGIANA, if it is determined that it is invalid or does
not qualify as a QDRO so as to accomplish the intentions of the
Court and of the parties as set forth herein.
8. The ~lan Administrator, and their attorneys, agents, and
assigns, shall take such steps as are necessary to effectuate the
provisions of this QDRO, and shall set aside for Defendant, p,
MICHELE GEORGIANA, as her sole and separate property, such
amounts, but only such amounts, as may be necessary to effectuate
the provisions of this QDRO,
9. A filed copy of this QDRO with original stamp or seal
shall be delivered to the Plan Administrator upon execution
hereof,
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
Plaintiff :
v,
NO, 95-5262 CIVIL TERM
P. MICHELE GEORGIANA,
IN DIVORCE
. Defendant
MOTION FOR ENTRY OF
STIPULATED OUALIFIED DOMESTIC RELATIONS ORDER
AND NOW, come the parties, by and through their counsel of
record, and move this Honorable Court as follows:
1, The parties to this action were divorced by Decree of
this Honorable Court dated April 23, 1997.
2, On April 1, 1997, the parties executed a Marital
Settlement Agreement, pursuant to which they resolved all of
their various economic claims against one another arising from
their marriage, including, without limitation, the equitable
distribution of marital property,
3. In the aforesaid Agreement, the parties agreed to the
equitable distribution of Plaintiff's Employee Stock Ownership
Plan (ESOP) through the Lowe's Companies Employee Stock Ownership
Plan, which resulted from his employment with Lowe's Companies.
and agreed to cooperate in the entry of a Qualified Domestic
Relations Order directing the distribution of the ESOP,
4. Attached hereto is a proposed Qualified Domestic
Relations Order applicable to the Lowe's Companies ESOP, which is
consented to 'by both parties,
5. The said proposed Qualified Domestic Relations Order has
also been submitted to the Plan Administrator for the Lowe's
Companies ESOP for preliminary approval of its language.
WHEREFORE, the parties respectfully move this Honorable
Court to enter an Order in the proposed form attached hereto
Plaintiff's ESOP as set forth therein,
A,1/4
NTRAUB, ESQUIRE CONSTANCE p, BRUNT, ESQUIRE
Plaintiff Attorney for Defendant
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