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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
STATE OF '*' PENNA.
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DECREE IN
DIVORCE
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AND NOW, . . :1!'!'!'. . ... ...\ ~. ... .. .. .. " 19~?..., it is ordered and
decreed that....., .... ~~.~:. ~~~~"..".,....,.,.,.....,....., plaintiff,
and .,.,.." , . . , . , , . , . . ,I\~I\~ .~'. .~~~~ . , , . . . , . , , , . . . . . . . . , . ., defendant,
are divorced from the bonds of matrimony.
The court retains jurisdiction of the following claims which have
been roised of record in this action for which a final order has not yet
been entered;
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IN 1llE COORT OF CCM1Ctl PLEAS OF
ClMBERLAND COONTY, PENNSYLVANIA
DAN A. RIES
Plaintiff
NO. 95-7147
CIVIL
19
vs.
BARBARA S. RIES
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 breakdown under Section 3301 lc)
lltkkxoa>*ll)(loftxtllu~JGlde. (Strike out inapplicable section)
2. Date and manner of service of the canplaint:
by Sheriff of Cumberland County
December 22. 1996
3. Canplete either Paragraph A. or B.
A. Date of execution of the affidavit of consent required by Section
May 30, 1997
3301 (c) of the Divorce Code: by the plaintiff
by the defendant May 30, 1997
B. (1) Date of execution of the plaintiff's affidavit required by
Section 3301 ld) of the Divorce Code:
(2) Date of service of the plaintiff's affidavit upon the defendant:
4. Related claims pending: None
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)ll)(i) of the Divorce Code
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William A. Duncan, Esquire
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DAN A. RIES,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
CIVIL ACTION - LAW
IN DIVORCE
CIVIL TERM 1995-II/.fl
Plaintiff
vs.
BARBARA S. RIES,
Defendant
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in court. If you wish to defend
against the claims set forth in the following pages, you must
take prompt action. You are warned that if you fail to do so,
the case may proceed without you and a decree of divorce or
annulment may be entered against you by the court. A judgment
may also be entered against you for any other claim or relief
requested in these papers by the plaintiff. You may lose money
or property or other rights important to you.
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, Carlisle, 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.
Court Administrator
cumberland County Courthouse
Carlisle, PA 17013
(717) 240-6200
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DAN A. RIES,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
NO. CIVIL
CIVIL ACTION - LAW
IN DIVORCE
Plaintiff
vs.
BARBARA S. RIES,
Defendant
COMPLAINT IN DIVORCE
The Plaintiff, DAN A. RIES, by his attorney,
William A. Duncan, sets forth the following cause of action.
1. Plaintiff is DAN A. RIES, a sui juris
individual who currently resides at 2551 Spring Road,
Carlisle, CUmberland County, Pennsylvania 17013.
2. Defendant is BARBARA S. RIES, a sui juris
individual who currently resides at 2551 Spring Road
Carlisle, CUmberland County, Pennsylvania 17013.
3. Plaintiff and Defendant have been bona fide
residents of the Commonwealth for at least six months
immediately previous to the filing of this complaint.
4. The Plaintiff and Defendant were married on
August 4th, 1979 in Bath, New York.
5. There have been no prior actions of divorce or for
annulment between the parties.
6. The marriage is irretrievably broken.
7. 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.
WHEREFORE, Plaintiff requests the court to enter a
decree of divorce.
Date: ,1.1'1
, 1995
C
William A. Duncan, Esquire
Attorney for Plaintiff
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
ss.
I verify that the statements made in this Complaint are
true and correct to the best of my personal knowledge and
belief. I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S. Section 4904, relating to
unsworn falsification authorities.
Date: \"'1. \ 14 , 1995
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DAN A. RIES
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Plaintiff
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
NO. CIVIL
CIVIL ACTION - LAW
IN DIVORCE
DAN A. RIES,
vs.
BARBARA S. RIES,
Defendant
AFFIDAVIT
DAN A. RIES, Plaintiff, being duly sworn according to law,
deposes and says:
1. I have been advised of the availability of marriage
counseling and understand that I may request that the Court
require my spouse and I participate in counseling.
2. I understand that the Court maintains a list of marriage
counselors in the Domestic Relations Office, which list is
available to me upon request.
3. Being so advised, I (~DO NOT) request that the Court
require that my spouse and I participate in counseling prior to a
divorce decree being handed down by the Court.
I understand that false statements herein are made subject
to the penalties of 18 Pa.C.S.4904 relating to unsworn
falsification to authorities.
~SA~
NOTICE OF AVAILABILITY OF COUNSELING
DAN A. RIES, Plaintiff
vs.
BARBARA S. RIES, Defendant
IN DIVORCE
To the Within Named Defendant:
You have been named as the Defendant in a divorce
proceeding filed in the Court of Common Pleas of CUmberland
County. This notice is to advise you that in accordance with
Section 202(c) of the Divorce Code, you may request that the
Court require you and your spouse to attend marriage counseling
prior to a divorce decree being handed down by the Court. A
list of professional marriage counselors is available at the
Domestic Relations Office, 13 North Hanover Street, Carlisle,
Pennsylvania. You are advised that this list is kept as a
convenience to you and you are not bound to choose a counselor
from the list. All necessary arrangements and the cost of
counseling sessions are to be borne by you and your spouse.
If you desire to pursue couneeling you must make your
request for counseling within twenty (20) days of the date on
which you receive this notice. Failure to do so will constitute
a waiver of your right to request counseling.
Lawrence E. Welker
Prothonotary
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
ss.
I verify that the statements made in this Complaint are
true and correct to the best of my personal knowledge and
belief. I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S. Section 4904, relating to
unsworn falsification authorities.
Date: I Z.//4 , 1995
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DAN A. RIES,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
v.
NO. 95-7147 CIVIL TERM
BARBARA S. RIES,
Defendant
.
.
IN DIVORCE
ACCEPTANCE OF SERVICE
I, BARBARA S. RIES, hereby accept service of the complaint
in Divorce and acknowledge receipt of a certified copy thereof.
Date: January J-, 1996
~'tiJ..S.~
Barbara S. Ries
WAYNB F. SHAIlB
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DAN A. RIESf
PlainUtt
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
v.
.
.
: NO. 95-7147 CIVIL TERM
BARBARA S. RIES,
Detendant
.
.
IN DIVORCE
MOTION FOR APPOINTMENT OF MASTER
Defendant BARBARA S. RIES moves the Court to appoint a
Master with respect to the following claims:
(X) Divorce
( ) Annulment
(X) Alimony
(X) Alimony Pendente Lite
(X) Distribution of Property
( ) support
(X) counsel Fees
(X) Costs and Expenses
and in support of the Motion states:
1. Discovery is complete as to the claims for which the
appointment of a Master is requested;
2. Defendant has appeared in the action by her attorney,
Wayne F. Shade, Esquire;
3. The statutory grounds for divorce are irretrievable
breakdown.
4. The action is contested with respect to all claims.
5. The action does not involve complex issues of law or
fact;
6. The hearing is expected to take one day; and
7. Additional information, if any, relevant to the Motion:
None.
Date: February 6, 1997
://flIIML. E~ L.
WaynelF. Shade, EsqUYre
supreme Court No. 15712
53 West Pomfret Street
Carlisle, Pennsylvania 17013
Telephone: 717-243-0220
Attorney for Defendant
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ORDER APPOINTING MASTER
AND NOW, r~~ 2-( , 1997, E. Robert Elicker, II,
Esquire, is app~inted Has~er with respect to the claims
deeignated above as being at issue.
By the Court,
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DAN J. RIES,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 95 - 7147 CIVIL
vs.
BARBARA S. RIES,
Defendant
IN DIVORCE
ORDER OF COURT
AND NOW, this ~ day of JuAJ J
1997, the economic claims raised in the proceedings having been
resolved in accordance with a property settlement and separation
agreement dated May 30, 1997, the appointment of the Master is
vacated and counsel can file a praecipe transmitting the record
to the Court requesting a final decree in divorce.
BY THE COURT,
[Cf.'u:.k-
cc:
William A. Duncan
Attorney for Plaintiff
Wayne F. Shade
Attorney for Defendant
~.., ~J.. 6/13/9'1.
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ALED-OFF1CE
0:: '01(= P:::m-'''lNOTI\RY
97 JUH 12 PH 3: 20
. CUMbtl::L;,'i.; L:OlJflY
PENNSYLVi\NlA
PROPERTY SETTLEMENT AND SEPARATION AGREEMENT
intn
THIS AGREEMENT, made this ~ day ot May, 1997, at
Carlisle, Cumberland countYf Pennsylvania, by and between BARBARA
~. RIES ot 905 West North street, Carlisle, Pennsylvania 17013
(hereinafter retersnced as "Wite")
"AND
DAN A. RIES ot 56 West South street, carlisle, Pennsylvania 17013
(hereinatter reterenced as "Husband").
ARTICLE I
SEPARATION
1.01 separation ot Parties. Ditterences have arisen
between the parties as a result ot which they have been livinq
separately and apart since March 25, 1995.
1.02 Intention to Live Apart. The parties intend to
maintain separate and permanent domiciles and to live apart trom
each other. It is the intention and purpose ot this Agreement to
set forth the respective riqhts and duties of the parties while
they continue to live apart trom each other and to settle all
tinancial and property riqhts between them.
ARTICLE IT
ENFORCEABILITY AND CONSIDERATION
2.01 Equitable Distribution of Marital Property. The
parties have attempted to divide their marital property in
accordance with the statutory riqhts ot the parties and ~n a
manner which conforms to the c~iteria set torth in 5401 ot the
Pennsylvania Divorce Code, and takinq into account the followinq
considerations: Any prior marriaqes ot the parties; the aqe,
health, station, amount and sources of income, vocational skills,
employability, estate, liabilities and needs of each of the
parties; the contributions of each party; the opportunity of each
party for future acquisition of capital assets and income; the
sources of income of each party, including, but not limited to,
medical, retirement, insuranpe or other benefits; the
, .
contribution or dissipation of each party in the acquisition,
preservation, depreciation or appreciation of marital property,
including the contribution of each party as homemaker; the value
of the property set apart to each party; the standard of living
of the parties established during the marriage; and the economic
circumstances of each party at the time the division of property
is to become effective.
The division of existing marital property is .not intended by
the parties to constitute in anyway a sale or exchange of assets,
and the division is being effected without the introduction of
outside funds or other property not constituting marital
property. The division of property under this Agreement shall be
in full satisfaction of all rights of equitable distribution of
the parties.
2.02 Incorporation and Merger. This Agreement shall be
incorporated but not merged in the decree of divorce contemplated
herein. This Agreement shall survive any action for divorce and
decree of divorce and shall forever be binding and conclusive on
the parties; and any independent action may be brought, either at
law or in equity, to enforce the terms of this Agreement by
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either Huaband or Wife until it shall have been fully satisfied
and performed. Any provisions herein concerning property rights
shall not be modifiable. The considerations for this Agreement
are the mutual benefits to be obtained by both of the parties
hereto and the covenants and agreements of each of the parties to
the other. The adequacy of ~he consideration for all agreements
herein contained is stipulated, confessed and admitted by the
parties, and the parties intend to be legally bound hereby.
2.03 Agreement 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
predicated upon an agreement for prosecution to conclusion of the
pending action for divorce. Nothing contained in .this Agreement
shall prevent or preclude either of the parties hereto from
commencing, instituting or prosecuting any 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, nor from making any just or proper defense thereto.
It is warranted, covenanted 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 the
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Agreement. Husband and Wife each knowingly and understandingly
hereby waive any and all possible claims that this Agreement is,
-3-
for any reason, illegal or for any reason whatsoever of public
policy, unenforceable in whole or in part. Husband and Wife do
each hereby warrant, covenant and agree that, in any 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.
.
ARTICLE ill
EQUITABLE DMSION OF MARITAL PROPERTY:
3.01 Equitable Division of Personal Property.
Ca) The furniture, household goods and other similar
untitled personal property have been divided to the mutual
satisfaction of the parties hereto, and each of the parties
retains absolute ownership of such items in his or her possession
or control at the date of this Agreement. The pr~perty shall be
deemed to be in the possession or under the control of either
party if, in the case of tangible personal property, the item is
physically in the possession or control of the party at the time
of the signing of this Agreement and, in the case of intangible
personal property, if any physical or written evidence of
ownership, such as passbook, checkbook, policy or certificate of
insurance or other similar writing is in the possession or
control of the party, unless provided otherwise in this
Agreement;
Cb) After the distributions set forth in Article IV herein,
the balance of the escrow fund shall be distributed to Wife. She
shall also receive title to the Mercury Villager van, her
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employee pension and the date of separation balance of her bank
account. All other marital property would become the property of
Husband;
(c) The parties will execute and deliver any documents
necessary to formally release their rights in or claims to the
employee benefits~ including. without limitation, employee
,
pension, stock, profit sharing and savings plans, if any, of the
other; and
(d) The parties will execute and deliver any documents
necessary to formally release their rights and all claims to the
life ineurance of the other.
ARTICLE IV
DEBTS OF PARTIES
4.01 Loans. The sum of Eight Thousand Five ~undred Thirty-
Five and 62/100 ($8,535.62) Dollars shall be distributed from the
escrow fund to Herschel C. Ries in full payment of the loan for
the Mercury Villager van. The sum of six Hundred Fourteen and
44/100 ($614.44) Dollars shall be distributed from the escrow
fund to HUSband, and the sum of Four Thousand Three Hundred Forty
and NO/100 ($3,340.00) Dollars shall be distributed from the
escrow fund to Wife. Responsibility for the outstanding loan
obligations of the parties is assigned, as follows.
(a) Husband shall assume the following obligations in the
following amounts:
(1) GeRewards charge
(2) Discover charge'
$325.45
219.29
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(3) First USA charge 71.70
(b) Wife shall assume the following obligations in the
fOllowing amounts:
(1) Visa charge $4,000.00
(2) MasterCard 245.00
(3) Bon-Ton ~harg~ 95.00
4.02 post-separation Obligations. Each party represents to
the other that, except as specifically set forth immediately
above, there are no outstanding joint obligations of the parties
and that since the separation neither party has contracted for
any debts for which the other will be responsible. Each party
indemnifies and holds harmless the other for all obligations
separately incurred or assumed under this Article IV.
ARTICLE V
ALIMONY
5.01 Waiver. Each of the parties waives alimony generally.
ARTICLE VI
COUNSEL FEES
6.01 Present Pees. In the event of amicable settlement of
all marital issues and the entry of a Decree in Divorce pursuant
to mutual consent within thirty (30) days from the date of this
Agreement, each of the parties hereby assumes his and her own
counsel fees up to and including the date of the Decree in
Divorce.
6.02 COUDsel Pees After Divorce. The parties agre~ with
respect to counsel fees incurred after the divorce, as follows:
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. ,
Ca) In the event that future legal proceedings of any
nature may be necessary for the interpretation or enforcement of
this Agreement or any valid modifications hereof, the prevailing
party shall be entitled to reasonable counsel fees incurred.
(b) Reasonable counsel fees hereunder shall be defined as
reasonable hours expended ~t.the then hourly rate of counsel for
the prevailing party.
(c) Such counsel fees shall extend to any independent
proceedings necessary to collect counsel fees or to enforce any
other judgment or decree in connection with this Agreement.
(d) Such counsel fees shall be payable as alimony so as to
constitute an exception to discharge in bankruptcy but shall not
be deductible by the payor or taxable to the payee for income tax
purposes.
ARTICLE VII
GENERAL PROVISIONS
7.01 Income Tax consequences. The parties have heretofore
filed joint federal and state income tax returns. Both parties
agree that in the event any deficiency in federal, state or local
income tax is proposed, or any assessment of any such tax is made
against either of them, each will indemnify and hold harmless the
other from and against any loss or liability for any such tax
deficiency or assessment 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 deficiency or
-7-
assessment. Except as otherwise set forth herein, any income tax
incidents of any kind imposed by virtue of any transfers of
assets or other payments required under this Agreement will be
the responsibility of the transferee.
7.02 General Release of All Claims. Each party hereto
releases the other f~om all plaims, liabilities, debts,
Obligations, actions and causes of action of every kind that have
been incurred relating to or arising from the marriage between
the parties. However, neither party is relieved or discharged
from any obligation under this Agreement or any other instrument
or document executed pursuant to this Agreement.
7.03 Subsequent Divorce. Nothing herein contained will be
deemed to prevent either of the parties from maintaining a suit
for absolute divorce against the other in any jurisdiction based
upon any past or future conduct of the other, nor to bar the
other from defending any such suit. In the event any such action
is instituted or concluded, the parties will be bound by all of
the terms of this Agreement.
7.04 Waiver of Estate Claim. Except as otherwise herein
provided, in the event of the death of either party hereto, each
party hereby waives, releases and relinquishes any and all rights
that he or she may have or may hereafter acquire as the other
parties' spouse under the present or future laws of any
juriSdiction, as follows:
(a) to elect to take against the will or codicils of the
other party now or hereafter enforced;
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Cb) to share in the other parties' estate in cases of
intestacy; and
(c) to act as executor or administrator of the other
parties' estate.
7.05 No Debts and Indemnification. Each party represents
and warrants to the other th~t he or she will not incur any debt,
obligation or other liability, other than those already described
in this Agreement, on which the party is or may be liable. Each
party covenants and agrees that if any claim, action or
proceeding is hereafter initiated seeking to hold the other party
liable for any other debt, obligation, liability, act or omission
of such party or for any obligation assumed by a party hereunder,
the party liable will, at his or her sole expense, defend the
other against any claim or demand, whether or not .well-founded,
and that he or she will indemnify and hold harmless the other
party in respect to all damages resulting therefrom. The
obligation created hereunder will be payable as alimony so as to
constitute an exception to discharge in bankruptcy.
7.06 Pull Disclosure. Each party asserts that he or she
has made a full and complete disclosure of all of the real and
personal property of whatsoever nature and wheresoever located
belonging in anyway to each of them, of all sources and amounts
of income received or receivable by each party, and of every
other fact relating in anyway to the subject matter of this
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Agreement. These disclosures are part of the considerations made
by each party for entering into this Agreement.
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7.07 Right to Live Separately and Free from Interference.
Each party will live separately and apart from the other at any
place or places that he or she may select. Neither party will
molest, harass, annoy, injure, threaten or interfere with the
other party in any manner whatsoever. Each party may carry on
and engage in any emp!oyment, profession, business or other
. .
activity as he or she may deem advisable for his or her sole use
and benefit.
.
Neither party will interfere with the use,
ownership, enjoyment or disposition of any property now owned or
hereafter acquired by the other.
7.08 Agreement Voluntary and Clearly Understood. Each
party to this Agreement acknowledges and declares that he or she,
respectively:
(a) Is fully and completely informed as to the facts
relating to the subject matter of this Agreement and as to the
rights and liabilities of both parties;
(b) Enters into this Agreement vOluntarily after receiving
the advice of independent counselor, having had the opportunity
to do so, having decided not to do so;
(c) Has given careful and mature thought to the making of
this Agreement;
(d) Has carefully read each provision of this Agreement;
and
(e) Fully and completely understands each provision of this
..
Agreement, both as to the subject matter and legal effect.
-10-
. ., .
, ~. .
7.09 compliance. The parties will execute and deliver any
documents necessary to formally conclude any of their Obligations
under the terms of this Agreement to each other.
7.10 Default. If either party fails in the due performance
of any of his or her material Obligations hereunder, the party
not in default will have the. right to act against the other, at
. .
his or her election, to sue for damages for breach hereof, or to
rescind this Agreement or seek such other legal remedies as may
be available to either party. Nothing herein shall be construed
to restrict or impair either party in the exercise of this
election.
7.11 Amendment or Modification. This Agreement may be
amended or modified only by a written instrument signed by both
parties.
7.12 Successors and Assigns.
In the event of the death of
either party prior to the issuance of a Decree in Divorce, this
Agreement shall survive the death; and all property, whether
jointly or separately owned, shall be divided under the terms of
this Agreement between the estate of the decedent and the
surviving spouse as though the Decree had issued prior to the
death. Except as otherwise expressly provided herein, this
Agreement will be binding on and inure to the benefit of the
respective legatees, devisees, heirs, executors, administrators,
assigns and successors in interest of the parties.
7.13 Law Governing Agreement. This Agreement will be
governed by and will be constrUed in accordance with the laws of
-11-
, ,. .
, .,. .
the Commonwealth of Pennsylvania in effect at the date of
execution hereof.
7.14 condition Subsequent. This Agreement is expressly
contingent upon conclusion of the pending action in Divorce
within thirty (30) days from the date of this Agreement. In the
absence of issuance of a full and final Decree in Divorce within
that time, this Agreement shall become null and void.
IN WITNESS WHEREOF, the parties hereto have hereunto set
their hands and seals, intending to be legally bound hereby, the
day and year first above written.
Signed, Sealed and Delivered
in the Presence of:
~1' .f~
~
Barbara S.
.s.~
R1es
(SEAL)
Dd2es.4 ~
(SEAL)
-12-
I .. I
... .
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
On this, the ~O ob day
)
) SS:
)
of May, 1997, before me, the
undersigned officer, personally appeared BARBARA S. RIES, known
to me (or satiSfactorily proven) to be the person whose name is
subscribed to the foregoing ~greement and acknowledged that she
. .
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
~-
Notary
"ii.4:aL
PU 1c
Notarial Seal
Connie J. Trill. Notary Public
Carlisle, Cumberland County
My Commission Expll8s Oct. 5. 2000
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
On this, the 31) day of May, 1997, before me, the
undersigned officer, personally appeared DAN A. RIBS, known to me
(or satiSfactorily proven) to be the person whose name is
subscribed to the foregoing Agreement and acknowledged that he
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
/l ~-l~ JJ";\0bL
if~t~ PUblic ~
-13-
NOI:"',11 StJJI
Cynthl. L. Oarr. Notary Public
South Mlddlelon Twp.. Cumbe,lond County
My CommissIon E"plres Aug. 14,2000
u' . ",.,<-;;:.;.:. ;'_>l'f)il'i'.?>-",-..~\ .
I .. I
, ... III
Dan A. Riel,
Plaintiff
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION LAW
V.
: NO. 95-7147 CIVIL TERM
BARBARA S. RIES,
Defendant
: IN DIVORCE
AFFIDAVIT OF CONSENT AND WAIVER OF NOTICE
OF INTENTION TO REQUEST ENTRY OF A
DIVORCE DECREE UNDER 3301 (C)
OF THE DIVORCE CODE
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF CUMBERLAND }
1.
A Complaint in Divorce under Section 3301 (c) of the Divorce Code with Notice of
Availability of Counseling was tiled on December IS, 1995, and served on December 22,1995.
2.
The marriage of Plein tiff and Defendant is irretrievably broken and ninety (90) days have
elapsed from the date of tiling the Complaint.
3.
I consent to the entry of a Final Decree of divorce without notice.
4.
1 understand that I may lose rights concerning alimony, division of property, lawyer's fees
or expenses if! do not claim them before a divorce is granted.
..""t...-:,,"_'e'''~'?'!''r1:''''__..
t .. .
'... .
- ..
"
-
.
S.
I understand that I will not be divorced until a Divorce Decree is entered by the Court and
thet a copy of the Decree will be sent to me immediately after it is filed with the Prothonotary.
6.
I have been advised of the availability of marriage counseling and of my right to
counseling and understand that I may request the Court require that my spouse and I participate in
counseling.
7.
I understand that the Court maintains a list of marriage counselors in the Domestic
Relations Office, which list is available upon request.
8.
Being so advised, I do not request that the Court require that my spouse and I participate
in counseling prior to a Divorce Decree's being handed down by the Court.
9.
I verifY thet the statements made in this Affidavit are true and correct. I understand that
false statements herein arc made subject to the penalties of 18 Pa. C.S. Section 4904 relating to
unsworn falsification to authorities.
Date: s.. 30 9t..,
,
r21...~~.
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Dan A. Ria,
Plalntl"
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION LAW
V.
.
.
: NO. 95-7147 CIVIL TERM
BARBARA S. RIES,
Defendant
: IN DIVORCE
AFFIDA VlT OF CONSENT AND WAIVER OF NOTICE
OF INTENTION TO REQUEST ENTRY OF A
DIVORCE DECREE UNDER 3301 (C)
OF THE DIVORCE CODE
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF CUMBERLAND }
1.
A Complaint in Divorce under Section 3301 (c) of the Divorce Code with Notice of
Availability of Counseling was filed on December 15, 1995, and served on January 2, 1996.
2.
The marriage ofPlaintilfand Defendant is irretrievably broken and ninety (90) days have
elapsed from the date ofming the Complaint.
3.
I consent to the entry of a Final Decree of divorce without notice.
4.
I understand that I may lose rights concerning alimony, division of property, lawyer's fees
or expenses if! do not claim them before a divorce is granted.
., ..;,. ~..",.,o.;,~',- ,~..-',...,.,'
. .. .
,,.. . .
-
S.
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.
6.
I heve been advised of the availability ofmarriege counseling and of my right to
counseling and understand thetl may request the Court require that my spouse and I participate in
counseling.
7.
I understand that the Court maintains a list of marriage counselors in the Domestic
Relations Office, which list is available upon request.
8.
Being so advised, I do not request that the Court require that my spouse and I participate
in counseling prior to a Divorce Decree's being handed down by the Court.
9.
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: May 30. 1997
tP.:..tA Ha 6 S. ~J!,
Barbara~ Ries, Defendant
b\r. S.
.
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DAN A. RIES,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 95-7147 CIVIL TERM
v.
BARBARA S. RIES,
Defendant
IN DIVORCE
ORDER OF COURT
AND NOW, this ~"""'" day of .:W~~ 1997, upon
consideration of the within complaint, it is hereby directed that
the parties and their respective counsel, if any, appear before
r\.*'er-\. )(.6\\r~~)\rc..., the conciliator, at
~la:Jr (m{ercn((:' f(>ronllmlx"'rrr'd (0. f\i-, rCLr~IYl)c.,-e
on\k0\~\()''''''''I_' ~, 1997, at g: ~ o'clock
~.M., for a pre-Hearing custody Conference. At such conference,
an effort will be made to resolve the issues in dispute; or if
this cannot be accomplished, to define and narrow the issues to
be heard by the Court, and to enter into a temporary order. All
children aged five or older may also be present at the
conference. Failure to appear at the conference may provide
grounds for entry of a temporary or permanent order.
The Court of Common Pleas of Cumberland
county is required by law to comply with the
Americans with Disabilities Act of 1990. For
information about accessible facilities and
reasonable accommodations available to disabled
individuals having business before the Court,
please contact our office. All arrangements must
be made at least 72 hours prior to any hearing or
business before the Court. You must attend the
scheduled conference or hearing.
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
WAnmF.SH~e OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
A_..1sN
53 Wnt PomI'rtt SImt
C.rwle. Pmna)lvanil
1701l
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17013
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, .~. .
COURT ADMINISTRATOR, FOURTH FLOOR
CUMBERLAND COUNTY COURTHOUSE
CARLISLE, PENNSYLVANIA 17013
TELEPHONE: 717-240-6200
For the court,
(
By:
custoCly
william A. Duncan, Esquire )
Duncan & otto . ~.
Attorneys for Plaintiff ~ lWJoKh(
Wayne F. Shade, Esquire
Attorney for Defendant
J~tf/~)
WAYNI! F. SHADE
Aaorocy "lAw
S] Welt PomIfd StftId
c.rIioIc, -.,.1...1&
1701)
DAN A. RIES,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 95-7147 CIVIL TERM
IN DIVORCE
v.
BARBARA S. RIES,
Defendant
NOTICE TO DEFEND AND CLAIM RIGHTS
You have been sued in Court. If you wish to defend against
the claims set forth in the following pages, you must take prompt
action. You are warned that if you fail to do so, the case may
proceed without you, and a decree of divorce or annulment may be
entered against you by the Court. A judgment may also be entered
against you for any other claim or relief requested in these
papers by the Plaintiff. You may lose money or property or other
rights important to you, including custody or visitation of your
children.
When the ground for the divorce is indignities or
irretrievable breakdown of the marriage, you may request marriage
counseling. A list of marriage counselors is available in the
Office of the Prothonotary at
CUMBERLAND COUNTY COURTHOUSE. 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
Fourth Floor
Cumberland County Courthouse
CarliSle, Pennsylvania 17013
Telephone: (717) 240-6200
@~~
Wayn F. Shade, Esquire
Attorney for Defendant
WAYNB F. SHADB
AIIllnl<7_'-
53 W.. ,.,.,... _
CuUaIo, ....,.....
17013
DAN A. RIES,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 95-7147 CIVIL TERM
IN DIVORCE
v.
BARBARA S. RIES,
Defendant
ANSWER WITH COUNTERCLAIM
ANSWER
COUNT I
1. - 7.
Admitted with the exception that both of the partie. have
new addresses. Both new addresses are in the Borough of
Carlisle. Defendant's new address is 905 West North Street,
Carlisle, Cumberland County, Pennsylvania 17013.
WHEREFORE, Defendant demands judgment dissolving the
marriage between the parties.
COUNTERCLAIM
COUNT II
EQUITABLE DISTRIBUTION
8.
The averments of Paragraphs 1 through 7 above inclusive are
incorporated herein by reference as though fully set forth.
9.
Plaintiff and Defendant possess various items of marital
property which are subject to equitable distribution by the
Court.
WAYNI! F. SHADB
A_ II Low
53W.......,..._
CIrllIIc.r-qlvlllla
1701]
WHEREFORE, Defendant demands judgment equitably distributing
all marital property owned by the parties and such further relief
as the Court may deem equitable and just.
COUNT m
ALIMONY AND ALIMONY PENDENTE LITE
10.
The averments of Paragraphs 8 and 9 above inclusive are
incorporated herein by reference as though fully set forth.
WHEREFORE, Defendant demands judgment compelling Plaintiff
to pay to Defendant alimony and alimony pendente lite.
COUNT IV
COUNSEL FEES, EXPENSES AND COSTS
11.
The averments of Paragraphs 8 and 9 above inclusive are
incorporated herein by reference as though fully set forth.
WHLREFORE, Defendant demands judgment compelling Plaintiff
to pay counsel fees, expenses and costs of Defendant.
COUNT V
CUSTODY
12.
The averments of Paragraphs 8 and 9 above inclusive are
incorporated herein by reference as though fully set forth.
13.
Defendant seeks custody of the following children: Jonathan
Daniel Ries, born June 6, 1981, and Kristen Priscilla Ries, born
March 19, 1982.
-2-
WAYIIIl F. SHADE
A_olUw
SIW"'_"'_
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17011
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14.
The children were not born out of wedlock.
15.
During the past five years, the children have resided with
the parties at 255 spring Road, Carlisle, Cumberland County,
Pennsylvania, until on or about April 19, 1996. Since that time,
both children have continued to reside in Cumberland County,
Pennsylvania, Jonathan with the father and Kristen with the
mother.
16.
The relationship of Plaintiff to the children is that of the
father, and he currently resides only with Jonathan.
17.
The relationship of Defendant to the children is that of the
mother, and she currently resides only with Kristen.
18.
Divorce proceedings are pending as above-captioned.
19.
Defendant has not participated as a party or witness, or in
any other capacity, in any other litigation concerning the
custody of the children in this or any other Court.
20.
Defendant has no information of a custody proceeding
concerning the children pending in a Court of this Commonwealth.
-3-
~ c ~""-f"'O"-"., ';~;__':-,,~'~~-'G%"l,;c.;. "
21.
Defendant does not know of a person not a party to these
proceedings who has physical custody of the children or claims to
22.
Defendant believes and therefore avers that it is the
intention of Plaintiff to remove Jonathan from the Commonwealth
of Pennsylvania to the state of Colorado.
23.
The best interests and general welfare of the children will
be served by granting the relief requested so that the children
will not be removed from the only schools and other environments
which they have ever known while they are adjusting to the
difficulties of the dissolution of the marriage of their parents.
WHEREFORE, Defendant requests a grant of primary physical
custody with respect to the children.
#~~
wayn F. Shade
Attorney for Defendant
WAYIIB P. SHADe
A_"1Aw
nw...,.,,,,_
CuIiIII, .....,......
17013
-4-
"^YNI! F. SHADe
^_"Uw
. Weal Paml'rd Stn:d
l.tide. I'mDIytvlDil
17013
--. --~--""-'
I verify that the statements made in this pleading 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: March 14, 1997
~I {J S. \;:&;..1
Barbara S. Ries
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MAR 1 81997t:r
.
r-"f~..,.'I:'t"<jt,"i.ar"","i?:'i~~";'~:"'-'"",,- .
WAYNEF. SHADE
ATJ'ORNEV ATLAW
S3 WI!ST POMPRET STREET
CAIIIJlILI!, PENNSVLVANIA 17013
(717) 2434220
(100) 2434220
PAX (717) 249-G017
March 18, 1997
E. Robert Elicker, II, Esquire
9 North Hanover street
Carlisle, Pennsylvania 17013
Re: Ries v. Ries
No. 95-7147
Dear Bob:
At the time that we filed our Motion for Appointment of
Master, we had sent to our client an Answer with Counterclaim to
raise the economic issues. When she did not return the documents
immediately, it slipped our mind that we had not properly pleaded
our economic claims.
We have now filed the Answer with Counterclaim, and we
enclose a copy for your c~nvenience.
It will be some time before you receive the original because
part of the Counterclaim is for custody. It will have to go
through the process of the scheduling of a conciliation before
the original will find its way to the file. When it does, we
will be serving a copy upon Bill Duncan.
We apologize for any inconvenience from this oversight.
Very truly yours,
t(/~t<<-
wayn.( F. Shade
WFs/ct
Enclosure
cc: William A. Duncan, Esquire
WAYNE F. SHADE
ADonIcy .1 Law
Sl Wut Pomf'm SCmt
Carlisk,l'aIDIylvlOla
1701]
.,;c'-- -
DAN A. RIES, . IN THE COURT OF COMMON PLEAS OF
.
Plaintiff . CUMBERLAND COUNTY, PENNSYLVANIA
.
. CIVIL ACTION - LAW
.
v. .
.
NO. 95-7147 CIVIL TERM
BARBARA S. RIES, .
.
Defendant IN DIVORCE
WIFE'S PRE- TRIAL STATEMENT
PURSUANT TO PA.R.C.P. 1920.33
I. MARITAL ASSETS
Wife lists the fOllowing marital assets with the following
values:
A. The household contents have been divided in kind to the
mutual satisfaction of the parties.
B. Net proceeds of sale of the marital dwelling $45,000
C. Date of separation present value of Husband's
Reeves-Hoffman pension
D. Date of separation present value of Wife's
employee pension
E. Rubbermaid stock
F. Husband's Meridian IRA
G. Husband's Meridian IRA
H. Husband's Vanguard IRA
I. Husband's and joint bank account balances
J. Wife's bank account balance
K. 1994 Mercury Villager
L. 1984 Dodge Rampage
M. 1982 Yamaha motorcycle
N. 1983 Chevrolet citation
TOTAL
6,400
2,800
1,000
20,700
1,100
7,500
900
900
9,000
1,500
900
2M
$97,900
n. NON-MARITAL ASSETS
Neither party has any non-marital assets which are of
siqnificant value to have any bearinq upon resolution of the
economic issues in the case.
m. EXPERT WITNESSES
Wife reserves the right to present testimony of
representatives of Pension Appraisers, Inc. concerning the value
of Husband's employee pension.
IV. NON-EXPERT WITNESSES
A. Wife does not expect to present the testimony of any
non-expert witnesses other than herself.
B. Wife reserves the riqht to call real estate experts
concerning the market value and fair rental value of the marital
real estate.
C. Wife reserves the riqht to call an appraiser of the
value of Husband's marital firearms.
V. EXHIBITS
Wife reserves the riqht to introduce any of the following
exhibits at trial:
WAYIffi F. SHADn
A_ .. \60<
l)W",.....,,,,_
Carllole.l'aIouyl..ola
17013
A. Appraisal report of the present value of Husband's
employee pension.
B. Letter to steven J. Krebs, M.D., of May 22, 1996,
establishinq the date of separation value of Wife's employee
profit sharinq plan.
C. Documentation of the book value of the 1994 Mercury
Villager van.
-2-
D. Date of separation and date of trial balances of
Husband's deposit and tax-deferred accounts.
E. Date of separation and date of trial balances of her
revolving charqe accounts.
F. Date of trial book value of the 1994 Mercury Villaqer.
VI. INCOME
Husband's net monthly income is $2,270, and Wife's net
monthly income is $1,300.
VII. EXPENSES
Wife's Expense statement is attached hereto.
vm. PENSION
The pension and similar benefits of the parties are listed
above under marital property.
IX. MARITAL DEBTS
Wife lists the following marital debts:
A. Herschel C. Ries
Unknown
B. Wife's Visa credit card
$4,000
245
C. Wife's MasterCard
D. Wife's Bon-Ton charge
95
X. PROPOSED RESOLUTION
The evidence will show that the balances on Barbara's credit
accounts are marital debts as being incurred for family expenses.
Wife is contributing to the reduction in the obligation to
Husband's father in terms of the express reduction in the support
WAYNI! F. SHADB
A_ ..I.... order.
Sl Wed Pomtm. Slmt
CarUoIe. Pmluylv....
170ll
-3-
WAYNn F. SHADI!
Aaomcy at Law
'3 Weal PomI'rd Strtd
CuUde. Pmnoylv....
170\3
It is undisputed that Husband's earnings are nearly twice as
great as Wife's, and there is no reasonable prospect for this to
chanqe. In addition, Wife will have to purchase health insurance
after the divorce at an expense of more than $400 per year.
Under these facts, we contend that Wife should receive no less
than 65' of marital property in equitable distribution plus
alimony.
Husband is 42 years of age, and Wife is forty years of aqe.
Since the separation, Husband's earninqs after taxes have
exceeded those of Wife by $24,000. Over the next twenty-five
years, Husband's after tax earninqs will exceed Wife's by more
than a quarter of a million dollars. with approximately $83,000
of marital property, each five percent is worth approximately
$4,000. This represents approximately four months of the excess
of Husband's after tax earnings over those of Wife. The extra
15' over half would represent approximately a year of the excess
of Husband's after tax earninqs over those of Wife.
Also,
Husband's ultimate pension benefits will be much qreater than
Wife'S.
We would sugqest that all marital debt including Wife'S
marital credit accounts be paid from the funds in escrow. This
would leave approximately $30,000 in cash. If the cash, the
Mercury villager and Wife's employee pension account were
distributed to Wife, we would need only approximately $11,000
from Husband's tax deferred accounts to complete the
distribution. We could achieve that from a simple rollover from
his Meridian IRA.
-4-
WAYNI! F. SHADI!
AItclmq at lAw
5] Welt I'oalI'm SWd
c.ruak, """'lvaala
.7013
XI. REQUESTED STIPULATIONS
The date of separation present value of Husband's employee
pension was $6,400.
XII. TIME NECESSARY
This case should be able to be tried in one day.
XIII. STATUS OF SETTLEMENT NEGOTIATIONS
Wife has made detailed written settlement demands to
Husband, but he has not responded in any respect. This is
certainly a case which should have been settled long ago. If
Husband persists in refusing to address a reasonable resolution
of this case, economic justice will require that he pay Wife's
counsel fees.
XIV. MISCELLANEOUS
We will need the date of trial balance of the loan from
Herschel C. Ries.
Date: April 2, 1997
Respectfully SUbmitted,
wa~~sa~~ire
Supreme Court I.D. #15712
53 West Pomfret street
carlisle, Pennsylvania 17013
Telephone: 717-243-0220
Attorney for Defendant
-5-
EXPENSES
Household child Household Child
Week Week Month Month
HOME - Rent 150.00 75.00
Maintenance
Utilitios (tolephone, 150.00 75.00
heating, electric, etc.)
EMPLOYMENT - (transportation, 125.00 50.00
lunches)
TAXES - Real Estate 100.00 50.00
Personal Property
Income
INSURANCE - Homeowners 16.00' 8.00
Automobile 35.00 17.50
Life/Accident/Health 10.00
Other
AUTOMOBILE - (payments, fuel, 100.00 50.00
repairs)
MEDICAL - Doctor, Dentist 10.00 50.00
Hospital
Special (glasses, braces, 25.00 12.50
etc)
EDUCATION - Private, parochial
College
PERSONAL - Clothing 100.00 50.00
Food 260.00 130.00
other (h~usehold supplies, 100.00 25.00
barber, etc. )
Credit payments and loans 150.00 75.00
MISCELLANEOUS - Household
help/child care
Entertainment (inc. papers, 100.00 40.00
books, vacation, pay TV, etc.)
Gifts/Charitable 135.00
contributions
Legal Fees 200.00 50.00
Other child support/alimony
payments
OTHER Piano lessons 32.00
TOTAL EXPENSES 1,766.00 790.00
1\ .
PENSION APPRAISERS INC.
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June 7, 1996
Wayne F. Shade, Esq.
53 West Pomfret Street
Carlisle, Pennsylvania 17013
, ...
RE: Present Value of Mr. Rles' Defined PensIon Benefit
File No. 06-96-29-1160B
Dear Attorney Shade:
We have determined the present value of Mr. Rles' defined pension
benefit by the PBGC Actuarial and Mortality Table Method as of June 7,1996
to be $6,383.65. This calculation was derived from the following data:
. "
'i
'I
j
BIRTH DATE: September 6,1954
SEX: Male
MARRIAGE DATE: August 4,1979
VALUATION DATE: June 7,1996
..
"
PENSION PLAN: Reeves-Hoffman
. .'
DATE EMPLOYMENT STARTED: Alter Marriage Date
(Assumed date pension holder began participation In the plan)
DATE BENEFITS STOPPED ACCRUING: April 3, 1995
(Assumed date pension holder ended participation in the plan)
ASSUMED DATE MARRIAGE ENDED: April 3, 1995
AGE WHEN BENEFITS COMMENCE: 65 Years
I ,
"Valuators of Defined Pension Benefits for Equitable Distribution"
PBGC Actuarial and Mortaliiy Tables Method
June 7,1996
Mr, Ries - 06.96.29.1160B
Page 2
MORTALITY TABLES AND INTEREST RATES:
Mortality Tables (1983 Group Annuity Mortality Tables), Interest
Rates and Factors used by the Pension Benefit Guaranty
Corporallon to determine the present value of
annuities for single-employer plans.
INTEREST RATE ASSUMPTIONS: Table II - Annuity Rates
Rates: '1 = 6.20 %,12 = 4.75 % and i3 = 4.75 %
ASSUMED MONTHLY BENEFIT: $217.01
Monthly pension benefit the pension holder would receive at
retirement age with a fully vested pension based upon
compensation and plan provisions as of April 3, 1995.
REDUCTION FOR NON-VESTING: 1.0000
Represents a reduction for the probability of service to 100 percent
vesting as equal to the portion already completed.
REDUCTION FOR MARITAL COVERTURE FRACTION: 1.0000
Represents that portion of the value of the benefits attributable to
the marriage. The numerator of the fraction represents the total
period of time the pension holder participated In the plan during
the marriage and the denominator Is the total period the pension
holder participated in the benefits program.
PRESENT VALUE BEFORE REDUCTIONS:
$ . 6,383.65
Reduction for Non-vesting:
Reduction for Marital Coverture:
x 1.0000
x 1.0000
VALUATION FOR EQUITABLE DISTRIBUTION:
$ 6,383.65
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Dan A. Rles,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION LAW
V.
NO. 95-7147 CIVIL TERM
BARBARA S. RlES,
Defendant
IN DIVORCE
HUSBAND'S PRE-TRIAL STATEMENT
PURSUANT TO PA.R.C.P.1920.33
1. MARITAL ASSETS
E. Rubbermald stock
Husband lists tbe following marital assets wltb tbe following values:
A. Tbe bousebold contents bave not been divided In kind to tbe mutual satisfaction
oftbe parties and bave been taken by Wire. Husband values same at $6,000.00
B. Net proceeds of sale of tbe marital dwelling
45,000.00
C. As ortbe Date oheparatlon Husband's Reeves
Hoffman pension had no casb value.
0.00
D. Date oheparatlon value of Wife's employee
pension
2,800.00
1,027.36
F. Husband's Meridian IRA
16,600.00
G. Husband's Meridian IRA
44.97
H. Husband's Vanguard IRA
6731.49
I. Husband's Dnd Joint bank Dccount balances
534.19
J. Wife's bank Dccount balances
900.00
K. 1994 Mercury Villager
16,500.00
L. 1984 Dodge Rampage
1,500.00
II.
M. 1982 Yamaha Motorcycle
N. 1983 Chevrolet Citation
TOTAL
NON-MARITAL ASSETS
900.00
200.00
597,838.01
Wife has tbe potential of acquiring non-marital assets wblcb are of sign Incant value and
sbould
bave a bearing upon resolution oftbe economic Issues In tbe ease.
III. EXPERT WITNESSES
Husband reserves the right to present testimony concerning the value of Husband's
employee pension and any witness or testimony necessary to contradict the Wife's experts.
IV. NON-EXPERT WITNESSES
A. Husband expects to present tbe testimony of himself.
B. Husband reserves the right to call real estate experts concerning tbe market value and
fair rental value of tbe marital real estate.
C. Husband reserves the right to call an appraiser of the value of personal pro pert)'
removed from tbe marital dwelling by Wife and retained for her use.
V. EXHIBITS
Husband reserves tbe right to Introduce any oftbe following exhibits at trial:
A. Appraisal report of the present value of Husband's employee pension.
B. A videotape showing the personal property at the marital dwelling prior to
separation.
C. Documentation of tbe value of the 1994 Mercury VIllager van.
D. Dale of separallon balances of lIusband's deposll and lax-defcrred accounls.
E. Dale of separation balances of ber revolving cbarge accounts.
F. Dale of separallon hook value of lbe 1994 Mercury Villager.
VI. INCOME
Husband's net monlbly Income Is 52,270, and Wife's nel monlbly Income Is 51,300, subject
to verlficallon.
VII. EXPENSFS
Husband's Expense Slatement Is attacbed bereto.
VIII. PENSION
Tbe pension and similar benents of tbe parties are listed above under marital property.
IX. MARITAL DEBTS
Husband IIsls the following marllal debts as of tbe separallon date:
A. Herscbel C. Rles
B. Wife's Visa Credit Card
C. Wife's Mastercard
D. Wife's Bon-Ton Charge
E. Husband's GeRewards Charge
F. Husband's Discover Card
G. Husband's Flrsl USA Card
516,240.30
unknown
unknown
unknown
325.45
219.29
71.70
X. PROPOSED RESOLUTION
The evidence will nol show Ihallhe balances IIsled by Wife as 10 credit accounts are marital
debts as being Incurred for family expenses.
Wblle Husband's earnings arc currently greater than Wife's, And there Is a reasonable
prospect for tbls to cbange. Wife bas a college degree And more education tban Husband. She has
unrealized earning potentlat to wblch she may avail berself.
Under tbe facts, we contend tbat Husband & Wife should share equally In the division of
tbe marital property In equitable distribution.
Wife bas a reasonable expectation to Inbelrlt substantial sums of money and Is known to be
tbe beneficiary of tbe Colburn Trust, an asset tbrough ber family.
We would suggest tbat tbe escrow aceount stemming from the sale of the marital realty
would be divided equally after tbe tbe Mercury Villager obligation bas been paid In full. Wife
would receive tbe Villager and tbe bousebold goods sbe removed from tbe marital dwelling. Each
party would retain their sole pension accounts and retirement funds free of the other's claims. No
alimony or counsel fees are appropriate due to tbe equal future earning capacity of tbe parties.
XI. REQUESTED STIPULATIONS
Tbe date ortbe separation present value of Husband's employee pension was S.OO.
XII. TIME NECESSARY
Tbls case should be able to be tried In one day.
XIII. STATUS OF SETTLEMENT NEGOTIATIONS
Wife has made detailed written settlement demands to Husband, but he bas not responded
In any respect as same were totally unreasonable. This 15 certainly a case wblch should have been
settled long ago.
XIV. MISCELLANEOUS
We will Deed the dale oflrlal balaoce oflhe loan from Henehel C. Rles.
Dated: '--\. [1 ( 'l (
Respectfully submitted,
\;\A ~h~~
William A. Duocao, Esquire
Supreme Court I.D. # 22080
llrvloe Row
Carlisle, Pennsylvania 17013
Telephone: 717-249-7780
Attorney for the Plaintiff
Utilitiea (telephone,
heating, electrio, eto.)
EHPLOrKENT - (tranaportation,
lunchea)
TAXES - Real Eatate
peraonal Property
Income
INSURANCE - Homeowner.
AutOlllOblle
Lite/Accident/Health
Other
R~n:.."'Yl.
AUTOMOBILE - (payment., tuel,
repaira)
MEDICAL - Doctor, Denti.t
Hoapital
special (gla..e., brae..,
etc)
EDUCATION - private, parochial
college.
PERSONAL - Clothing
Food
other (hou.ehold eupplie.,
:>arber, etc.)
Credit payment. end loan.
IISCELLANEOUS - Rou.ehold
le1p/chlld care
Entertainment (inc. paper.,
,ooks, vacation, pay TV, etc.)
aitta/Charitable
:ontribution.
Legal Fee.
other child .upport/a11mony
,ayment.
THER Piano le..on.
OTAL EXPENSES
Household.
Week
'Chila Household
Week Month
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-
Dated: tiC? (q 7
Will am . 0 an, squire
Supreme Court 1.0. # 22080
1 Irvine Row
Carlisle, Pennsylvania 17013
Telephone: 717-249-7780
c~
CERTIFICATE OF SERVICE
I, William A. Duncan, Esquire, do hereby certify that I have served a true and
correct copy of the Pre-Trial Statement, by First Class United States Mall, postage prepaid
In Carlisle, Pennsylvania, 17013, the date set forth below:
Wayne F. Shade, Esquire
S3 West Pomfret Street
Carlisle, PA 17013
Attorney for the Plaintiff
DAN A. RIES,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
VB.
BARBARA S. RIES,
Defendant
NO. 95-7147
CIVIL
19
IN DIVORCE
STATUS SHEET
DATE:
ACTIVITIES: _ _ ~ -.4> /. J
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OFFICE OF DIVORCE MASTER
CUMBERLANO COUNTY
COURT OF COMMON PLEAS
9 North Hanover Street
Carlisle, PA 17013
(717) 240.6535
.. Robert Illcker, II
Divorce Maater
Tract 010 Colver
Office ManagerlAeporter
We.' Shore
697-0371 Ext.6535
March 4, 1997
William A. Ducan, Esquire
DUNCAN' OTTO, P.C.
One Irvine Row
Carlisle, PA 17013
Wayne F. Shade, Esquire
53 West Pomfret Street
Carlisle, PA 17013
RE: Dan A. Ries vs. Barbara S. Ries
No. 95 - 7147 civil
In Divorce
Dear Mr. Duncan and Mr. Shade:
By order of Court of President Judge Harold E. Sheely
dated February 28, 1997, the full-time Master has been appointed
in the above referenced divorce proceeding.
A divorce complaint was filed on December 14, 1995,
raising grounds for divorce of irretrievable breakdown of the
marriage. No economic claims have been raised in the complaint.
The motion for appointment of Master indicates that
claims of alimony, alimony pendente lite, distribution of
property, counsel fees and costs and expenses are at issue.
However, no economic issues have been raised in the action and
I, therefore, will not proceed with the directive to file
pre-trial statements. If counsel intend to file economic
claims, I will allow counsel two weeks to file whatever claims
they wish to raise in the action and if none are raised within
two weeks I will vacate my appointment.
I assume that grounds for divorce are not an issue and
that the parties will execute affidavits of consent so that the
E. Robert Elicker, II
Divorce Master
"
, .
v
Hr. Ducan and Hr. Shade, Attorneys at Law
4 March 1997
Page 2
divorce can be concluded under section 3301(C) of the Domestic
Relations Code.
Very truly yours,
":":.../'
",:"",,--:.,>
'_T,""__'__.'.,,'_.'"
'''',---,' '.."'.
OFFIC. OF DIVORC. MASUR
CUM8ERLANO COUNTY
COURT OF COMMON PLEAS
9 North Hanover Street
Cartlsle, PA 17013
(717) 240-6535
w... .boN
697.0371 Ext. 6535
L Robert _Uck.r, II
Divorce Mut.r
Trac:1 .10 Colr.r
0IfIce M~ICl.rlReporI.r March 19, 1997
William A. Duncan, Esquire
DUNCAN & OTTO
One Irvine Row
Carlisle, PA 17013
RE: Dan A. Ries vs. Barbara S. Ries
No. 95 - 7147 Civil
In Divorce
Wayne F. Shade, Esquire
S3 West Pomfret street
carliSle, PA 17013
Dear Hr. Duncan and Mr. Shade:
I am writing in response to Mr. Shade's letter of March
18, 1997, advising that a counterclaim was filed raising
economic claims of equitable distribution, alimony, alimony
pendente lite, and counsel fees and expenses.
consequently, I am issuing a directive to counsel to file
pre-trial statements in accordance with P.R.C.P. 1920.33(b) on
or before Monday, April 7, 1997. Upon receipt of the pre-trial
statements I will immediately schedule a pre-hearing conference
with counsel to discuss the issues and, if necessary, schedule a
hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
NOTE: Sanctions for failure to file the pre-trial statements
are set forth in subdivision (c) and (d) of Rule 1920.33.
THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE
MASTER'S OFFICE AND A COPY SENT DIRECTLY TO OPPOSING
COUNSEL.
....___..._ _.."""....-...~.A...._.__
DAN A. RIES,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
VS.
BARBARA S. RIES,
Defendant
NO. 96 - 7147 CIVIL
IN DIVORCE
NOTICE OF PRE-HEARING CONFERENCE
TO: William A. Duncan
Wayne F. Shade
, Counsel for Plaintiff
, Counsel for Defendant
A pre-hearing conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover street, Carlisle,
Pennsylvania, on the 2nd day of May, 1997, at 9:30 a.m., at
which time we will review the pre-trial statements previously
filed by counsel, define issues, identify witnesses, explore the
possibility of settlement and, if necessary, schedule a hearing.
Very trUly yours,
Date of Notice: 4/9/97
E. Robert Elicker, II
Divorce Master
DAN A. RIES, . IN THE COURT OF COMMON PLEAS OF
. .
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
.
.
vs. CIVIL ACTION - LAW
. NO. 95-7147 CIVIL 19
.
BARBARA S. RIES, .
.
Defendant . IN DIVORCE
.
ORDER AND NOTICE SETTING HEARING
To:
Dan A. Ries
William A. Duncan
8arbara S. Ries
Wayne F. Shade
, Plaintiff
, Counsel for Plaintiff
, Defendant
, Counsel for Defendant
You are directed to appear for a hearing to take
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street Carlisle, Pennsylvania, on the 9th
day of September , 1997, at 9:00 a.m, at which place and
time you will be given the opportunity to present witnesses and
exhibits in support of your case.
By the Court,
~a" It J \S .
Harold E. Sheely,
JUdge
Date of Order and
Notice: ~/'/q7
By:
Divorce Master
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
Fourth Floor, East Wing
Cumberland County Courthouse
Carlisle, PA 17013
Telephone (717) 240-6200
DAN A. RIES,
plaintiff
vs.
IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
NO. 95 - 7147 CIVIL
BARBARA S. RIES,
Defendant
.
.
IN DIVORCE
RE: Pre-Hearing Conference Memorandum
DATE: Friday, May 2, 1997
Present for the plaintiff, Dan A. Ries is attorney,
William A. Duncan, and present for the Defendant, Barbara S.
Ries, is attorney wayne F. Shade.
A divorce complaint was filed on December 14, 1995,
raising grounds for divorce of irretrievable breakdown of the
marriage. Counsel for husband has indicated that he is not
certain that his client will sign a consent so Mr. Shade, on
behalf of wife, may file an affidavit under section 3301(d)
averring that the parties have been separated for a period in
excess of two years. However, Mr. Duncan is going to let Mr.
Shade know within the next two weeks as to whether or not his
client will provide an affidavit of consent.
On March 17, 1997, the Defendant raised the
economic issues of equitable distribution, alimony, alimony
pendente lite, and counsel fees and expenses.
Counsel have advised that there is no issue with
respect to marital misconduct with regard to wife's alimony
claim.
The parties.were married on August 4, 1979, and
separated on March 25, 1995. They are the natural parents of
two children, Jonathan D. Ries, born June 6, 1981, and Kristen
P. Ries, born March 19, 1982.
Husband is currently paying spousal support in the
amount of $146.00 per month and child support in the amount of
$123.00 per month. The son born of the marriage lives with
husband and the daughter born of the marriage lives with wife.
Husband is 42 years of age and resides at 56 West
South street, Carlisle, Pennsylvania. He has an associates
degree and is currently working for Tuckey Mechanical Services
as a mechanical analyst. The income he recently reported at a
support conference in the Cumberland County Domestic Relations
Office is $2,374.00 net monthly. Husband has not raised any
health issues.
Wife is 40 years of ago and resides at 905 West
North street, Carlisle, Pennsylvania. She has a bachelor's
degree in social work. She is currently working as a medical
assistant at the Carlisle Pediatrics and her net monthly income
as reported at the Cumberland County Domestic Relations Office
support conference is $1,538.00. Mr. Duncan has indicated that
there is an issue about wife's earning potential and he may
decide to have her evaluated by a vocational expert. He is
directed to share any results from such an evaluation with Mr.
Shade as soon as the report is received. Wife has not raised
any health issues.
Husband has a pension, which Mr. Shade has valued
at $6,383.65. Husband apparently does not agree with that value
and shall provide Mr. Shade with a statement as to the value
according to his expert or his own computation. wife's pension
Mr. Shade has valued at $2,800.00 which represents a date of
separation value. That value will have to be increased to the
date of hearing without considering any postseparation
contributions.
The marital real estate was sold and the escrow
fund as of March 14, 1997, was $45,743.90. From that account
the parties have agreed to pay a loan to Herschel C. Ries to pay
off the 1994 Mercury Voyager. The payoff will be around
$8,600.00 leaving a balance in the escrow account of around
$37,500.00.
with respect to the 1994 Mercury Voyager counsel
have been unable at this time to come to an agreement as to the
value. Mr. Shade is going to attempt to develop a value based
on the wholesale and retail book values and provide his
computation to Mr. Duncan to see if the parties can agree as to
the value on the Voyager. with respect to the 1984 Dodge
Rampage, the 1982 motorcycle, and the 1983 Chevrolet citation,
the parties have agreed to the values. The Rampage is valued at
$1,500.00, the motorcycle at $900.00, and the Citation at
$200.00.
Each of the parties have received certain items of
household tangible personal property; however, there is no
agreement with respect to the value of the property that each
party has received and counsel are going to employ the services
of Bill Rowe to do an appraisal of the household tangible
personal property.
Husband sold the Rubbermaid stock and according to
Mr. Shade husband received the proceeds in the amount of
$1,026.36.
Husband has some lRAs with Meridian and Vanguard
and although counsel have not come to an agreement as to the
value of the IRAs, Mr. Duncan is going to provide Mr. Shade with
the date of hearing statement on the IRAs to see if we can come
to an agreement as to the value of those IRAs for purposes of
distribution. Mr. Shade has placed values on the IRAs in his
pre-trial statement which are substantially different than the
values that Mr. Duncan has placed on the accounts. Therefore,
the current statements from Meridian (Corestates) and Vanguard
will help us arrive at the values.
Husband's joint bank account has been valued by
wife at $900.00, and by husband at $534.19. Wife's bank account
has been valued by both parties at $900.00.
Husband's marital debts have been listed on his
pre-trial statement as GeRewards, Discover, and First USA.
Husband has been paying his accounts. Wife's debts have been
listed on her pre-trial statement as VISA, MasterCard, and
Bon-Ton and she has been paying those accounts. There may be
some dispute as to what portion of these accounts represent
marital debt. In any event, counsel are going to provide the
statement of the creditors showing the date of separation
balances so we can apply any credits which either of the parties
may be due on account of payment of marital debt.
A hearing is scheduled for Tuesday, September 9,
1997, at 9:00 a.m. Notices will be sent to counsel and the
parties.
E. Robert Elicker, II
Divorce Master
cc: William A. Duncan
Attorney for Plaintiff
Wayne F. Shade
Attorney for Defendant
.
... ..
~UN 1 9 1997
DAN A. RIES,
Plaintiff
V
I IN THE COURT OF COMMON PLEAS OF
ICUMBERLAND COUN'J'Y, PENNSYLVANIA
I
ICIVIL ACTION - LAW
I
INOI 95-7147 CIVIL TERM
I IN CUS'l'ODY
BARBARA S. RIES,
Defendant
COURT ORDER
AND NOW, this 2.~ ti. day of June, 1997, upon consideration of the
attached Custody Conciliation Report, it is ordered and directed as
follows I
1. Neither parent shall remove either minor child who are the
subject of this custody action from the Conunonwealth of
Pennsylvania for residential purposes without written
permission of the other parent or Order of Court.
BY THE COURT,
.
J.
cc: Wayne F. Shade, Esquire
William A. Duncan, Esquire
v'N\m.',rr:N~:l
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.7'. ,'_.'
-'<"'-;.,~.
DAN A. RIBS,
PlaintiU
V
IIN fHB COURf OF COMMON PLBAS OF
ICUMBBRLAND COUNfY, PBNNSYLVANIA
I
ICIVIL ACfION - LAW
I
INOI 95-7147 CIVIL fBRN
I IN CUS'l'ODY
BARBARA S. RIBS,
Defendant
CONCILIATION CONFERENCE SUMMARY REPORT
IN ACCORDANCB WITH fRB CUMBBRLAND COUNTY CIVIL RULB OF PROCBDURE
1915.3-8(b), the undersigned Custody Conciliator submits the
following reportl
1 . fhe pertinent information pertaining to the children who are
the subject of this litigation is as followsl
Jonathan Daniel Ries, born January 6, 1981, and Kristen
Priscilla Ries, born March 19, 1982.
2. A Conciliation Conference was held on June 12, 1997, with the
following individuals in attendance I
The Father, Dan A. Ries, with his counsel, William A. Duncan,
Bsquire, and the Mother, Barbara S. Ries, with her counsel,
Wayne F. Shade, Bsquire.
3. The parties agreed to the entry of an Order in the form as
attached.
v/!u/~7
DJl.fB
re