CourtListener opinion 3352168

pension: sition agreement and/or pay any and/or all of the debts listed on his financial affidavit dated May 4, 2000. The defendant shall hold the plaintiff harmless and indemnify her for any liability on the 1998 Federal Tax liability of approximately $9,600.00. 8. PENSION OR RETIREMENT PLAN The defendant is the beneficiary of a Fleet Bank \Single Life Annuity\" plan not presently on payout status. The defendant is ordered to transfer and/or assign to the plaintiff 50% of the value of said plan accrued as of the date of this judgment pursuant to a Qualified Domestic Relations Order. The defendant is ordered to prepare the d


CourtListener opinion 3352168

domestic relations order: nt is the beneficiary of a Fleet Bank \Single Life Annuity\" plan not presently on payout status. The defendant is ordered to transfer and/or assign to the plaintiff 50% of the value of said plan accrued as of the date of this judgment pursuant to a Qualified Domestic Relations Order. The defendant is ordered to prepare the documents necessary to effectuate said order in conformance with the requirements of the Plan Administrator. Each party is required to execute any and all documents necessary to carry out the provisions of this order. The court shall retain continuing jurisdiction to carry out the provisions of this order.


CourtListener opinion 3352364

CourtListener opinion 3352364 Machine-draft public headnote: CourtListener opinion 3352364 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3352364

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3352364

QDRO: shall be shared equally by the parties. The Superior Court shall retain jurisdiction over the accounts until they are distributed CT Page 8216 between the parties and to resolves any disputes which may arise with regard to the preparation and execution of the QDRO. Once the above accounts have been equally divided, the Husband shall immediately pay to the Wife her attorney's fees of $28,675.00. During the pendency of this action the Husband has used joint accounts to pay his attorney's fees and other costs and expenses. The parties entered into a written Stipulation dated June 27, 2002 regarding monies to be held


CourtListener opinion 3352364

401(k): ncial affidavits: First National Bank of Naples Checking Account — $1,000.00 Fleet Bank — Checking $8,000.00 5 th 3 rd Bank of Columbus — Checking $2,500.00 112 Shares of IBM Stock market value IBM Tax Deferred Savings Plan $141,044.00 VLO 401K $15,448.00 Union Savings #10,71700234 $5,363.00 USAA Growth Fund $1,300.00 Hudson Valley Federal Credit Union $1,626.00 Fleet Checking/Savings $190.00 Savings Bank of Danbury — Checking $2,000.00 GM Stock — 21 shares market value Delphi Stock — 13 shares market value Union Savings $5,700.00 Hudson Valley Credit $380.00 Fleet IRA $26,700.00


CourtListener opinion 3352626

CourtListener opinion 3352626 Machine-draft public headnote: CourtListener opinion 3352626 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3352626


CourtListener opinion 3352626

QDRO: igation. Proof of said insurance shall be supplied on an annual basis. The defendant shall be entitled to claim both children as deductions for purposes of income tax. The husband's pension through Liberty Mutual shall be divided equally by the parties. A Qualified Domestic Relations Order shall be prepared and issued to accomplish that end. The bond in the amount of $1,200.00 held by the Minnechaug Swim Club shall be divided equally upon the redemption of that bond. Redemption of that bond shall take place at a time when the minor children are no longer actively using that facility. CT Page 13981 The court is retaining jurisdiction for


CourtListener opinion 3352626

pension: d shall be provided for such time as the defendant has a child support obligation. Proof of said insurance shall be supplied on an annual basis. The defendant shall be entitled to claim both children as deductions for purposes of income tax. The husband's pension through Liberty Mutual shall be divided equally by the parties. A Qualified Domestic Relations Order shall be prepared and issued to accomplish that end. The bond in the amount of $1,200.00 held by the Minnechaug Swim Club shall be divided equally upon the redemption of that bond. Redemption of that bond shall take place at a time when the minor children


CourtListener opinion 3352626

domestic relations order: roof of said insurance shall be supplied on an annual basis. The defendant shall be entitled to claim both children as deductions for purposes of income tax. The husband's pension through Liberty Mutual shall be divided equally by the parties. A Qualified Domestic Relations Order shall be prepared and issued to accomplish that end. The bond in the amount of $1,200.00 held by the Minnechaug Swim Club shall be divided equally upon the redemption of that bond. Redemption of that bond shall take place at a time when the minor children are no longer actively using that facility. CT Page 13981 The court is retaining jurisdiction for


CourtListener opinion 3352694

CourtListener opinion 3352694 Citation: Domestic Relations Order. Extracted reporter citation: Domestic Relations Order. Machine-draft public headnote: CourtListener opinion 3352694 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3352694


CourtListener opinion 3352694

pension: of that amount, $5000 was incurred towards paying his attorney's fees, and $3500 was used towards paying the defendant's attorney's fees. The City of Danbury recognizes Domestic Relations Orders for retirees from the Fire Department. Under the terms of the pension plan for the plaintiff, he receives two-thirds of all salary increases when the prior position that he held with the City of Danbury Fire Department has a CT Page 5506 salary increase. In the event of any order assigning part of the plaintiffs pension plan to the defendant, there will be no benefits to her upon the plaintiffs death. The pension plan also pr


CourtListener opinion 3352694

domestic relations order: 1414 that was incurred by himself. He has People's MasterCard with a balance of $11,063. of that amount, $5000 was incurred towards paying his attorney's fees, and $3500 was used towards paying the defendant's attorney's fees. The City of Danbury recognizes Domestic Relations Orders for retirees from the Fire Department. Under the terms of the pension plan for the plaintiff, he receives two-thirds of all salary increases when the prior position that he held with the City of Danbury Fire Department has a CT Page 5506 salary increase. In the event of any order assigning part of the plaintiffs pension plan to the defendant, there will be


CourtListener opinion 3352694

valuation/division: ord F250 that the plaintiff still owns. The fair market value of that vehicle is $15,775. This court has considered the provisions of § 46b-82 regarding the issue of alimony, and has considered the provisions of § 46b-81 (c) regarding the issue of property division, and has considered the provision of § 46b-62 regarding the issue of attorney's fees. The court enters the following orders: ORDERS CT Page 5508 A. BY WAY OF DISSOLUTION 1. The marriage between the parties is dissolved, and each party is declared to be single and unmarried. B. BY WAY OF ALIMONY 1. The plaintiff is to pay to the defendant alimo


CourtListener opinion 3355114

CourtListener opinion 3355114 Machine-draft public headnote: CourtListener opinion 3355114 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3355114


CourtListener opinion 3355114

QDRO: dividual. At the time of the dissolution the plaintiff was a Major in the Army National Guard Reserve Program. The trial court dissolution order included provisions for property division. Paragraph 14 of that judgment provided: The husband shall execute a Qualified Domestic Relations Order when his United States Army pension vests giving the wife an interest equal to twenty percent of what he would have been entitled to receive if he were vested as of the date of this decree. Pursuant to the trial court's judgment, the plaintiff's counsel prepared a Qualified Domestic Relations Order (QDRO). In that September 12, 1994, document both parties


CourtListener opinion 3355114

pension: Major in the Army National Guard Reserve Program. The trial court dissolution order included provisions for property division. Paragraph 14 of that judgment provided: The husband shall execute a Qualified Domestic Relations Order when his United States Army pension vests giving the wife an interest equal to twenty percent of what he would have been entitled to receive if he were vested as of the date of this decree. Pursuant to the trial court's judgment, the plaintiff's counsel prepared a Qualified Domestic Relations Order (QDRO). In that September 12, 1994, document both parties stipulated in relevant part: CT Pag


CourtListener opinion 3355114

domestic relations order: At the time of the dissolution the plaintiff was a Major in the Army National Guard Reserve Program. The trial court dissolution order included provisions for property division. Paragraph 14 of that judgment provided: The husband shall execute a Qualified Domestic Relations Order when his United States Army pension vests giving the wife an interest equal to twenty percent of what he would have been entitled to receive if he were vested as of the date of this decree. Pursuant to the trial court's judgment, the plaintiff's counsel prepared a Qualified Domestic Relations Order (QDRO). In that September 12, 1994, document both parties


CourtListener opinion 3355114

valuation/division: order dissolving the marriage of these litigants. Individual counsel represented each individual. At the time of the dissolution the plaintiff was a Major in the Army National Guard Reserve Program. The trial court dissolution order included provisions for property division. Paragraph 14 of that judgment provided: The husband shall execute a Qualified Domestic Relations Order when his United States Army pension vests giving the wife an interest equal to twenty percent of what he would have been entitled to receive if he were vested as of the date of this decree. Pursuant to the trial court's judgment, the plaintiff's couns


CourtListener opinion 3355813

CourtListener opinion 3355813 Machine-draft public headnote: CourtListener opinion 3355813 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3355813

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3355813

QDRO: ssolution. The parties also stipulated that they would not testify as to the reasons for the breakdown of the marriage. There are three issues which are not resolved. They are alimony, life insurance, and whether any alimony order should be the subject of a Qualified Domestic Relations Order. Alimony The plaintiff requests periodic alimony at the rate of $135 per week to be paid through a QUADRO from the defendant's Connecticut State Teacher's Retirement System. The defendant proposes an order of $50 to $60 to be paid directly by him without a QUADRO. The wife is fifty-six years old. She has an M.A. in education. She taught school from 19


CourtListener opinion 3355813

retirement benefits: reasonable although some modest savings might be effected. There is unquestionably a substantial shortfall, which has been met by financial aid from her family and friends. Her retirement income will likely consist of social security in addition to her own retirement plan, which has a modest present value. CT Page 5523 The defendant has an M.S. in Education and a Sixth year certificate. He taught school in the 1960's and was an associate professor at Eastern Connecticut State University. In 1968 he became principal of a school in Hebron. He held that position for twenty-one years, taking an early retirement in 1989. Since


CourtListener opinion 3355813

domestic relations order: The parties also stipulated that they would not testify as to the reasons for the breakdown of the marriage. There are three issues which are not resolved. They are alimony, life insurance, and whether any alimony order should be the subject of a Qualified Domestic Relations Order. Alimony The plaintiff requests periodic alimony at the rate of $135 per week to be paid through a QUADRO from the defendant's Connecticut State Teacher's Retirement System. The defendant proposes an order of $50 to $60 to be paid directly by him without a QUADRO. The wife is fifty-six years old. She has an M.A. in education. She taught school from 19


CourtListener opinion 3355870

CourtListener opinion 3355870 Machine-draft public headnote: CourtListener opinion 3355870 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3355870

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 2/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3355870

QDRO: rest in and to the household furnishings and personal effects located at the marital residence and to her 1993 Honda Accord automobile. 3. IRA's The plaintiff husband shall transfer one half of his present value in his IRA to the wife by assignment and/or Qualified Domestic Relations Order. Both parties are required to execute any documents necessary to carry out the requirements of this subparagraph. The court will keep jurisdiction over this paragraph in order to ensure that its provision is carried out and/or any modification is required by the planned administrator to effectuate the transfer. 4. Life Insurance The plaintiff husband is


CourtListener opinion 3355870

domestic relations order: d to the household furnishings and personal effects located at the marital residence and to her 1993 Honda Accord automobile. 3. IRA's The plaintiff husband shall transfer one half of his present value in his IRA to the wife by assignment and/or Qualified Domestic Relations Order. Both parties are required to execute any documents necessary to carry out the requirements of this subparagraph. The court will keep jurisdiction over this paragraph in order to ensure that its provision is carried out and/or any modification is required by the planned administrator to effectuate the transfer. 4. Life Insurance The plaintiff husband is


CourtListener opinion 3356304

CourtListener opinion 3356304 Machine-draft public headnote: CourtListener opinion 3356304 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3356304


CourtListener opinion 3357420

CourtListener opinion 3357420 Machine-draft public headnote: CourtListener opinion 3357420 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3357420


CourtListener opinion 3357420

QDRO: Plaintiff Defendant Premarital IRA $ 7,000 401K $ 80,000 Mutual Fund 15,000 House 20,000 $22,000 100,000 MARITAL ESTATE Plaintiff= $29,029 Defendant = $186,844 Each party shall retain his or her assets. The defendant shall transfer to the plaintiff by Qualified Domestic Relations Order (QDRO) within thirty (30) days of the dissolution of marriage the sum of Seventy Eight Thousand Nine Hundred Eight ($78,908) Dollars, which represents a 50/50% division of the marital assets. 7. DEBTS: Each party shall pay and hold the other harmless from all debts listed on their respective financial affidavits unless otherwise indicated herein. 8. PER


CourtListener opinion 3357420

401(k): ncial help is in dispute. As to the defendant's pre-marital assets he owns real estate in Hingham, Massachusetts which he owned for a period of CT Page 7136 20 years and the plaintiff waived any claim to said asset. Further, the plaintiff claims a pre-marital 401K plan of $140,000 but this amount is in dispute. The defendant used a substantially smaller amount in financial affidavits he filed with the court in connection with the dissolution of his first marriage. The court finds that the amount of the defendant's 401K plan pre-marital is $80,000. The parties first met in April of 1994 at a mutual friend's wedding.


CourtListener opinion 3357420

domestic relations order: Defendant Premarital IRA $ 7,000 401K $ 80,000 Mutual Fund 15,000 House 20,000 $22,000 100,000 MARITAL ESTATE Plaintiff= $29,029 Defendant = $186,844 Each party shall retain his or her assets. The defendant shall transfer to the plaintiff by Qualified Domestic Relations Order (QDRO) within thirty (30) days of the dissolution of marriage the sum of Seventy Eight Thousand Nine Hundred Eight ($78,908) Dollars, which represents a 50/50% division of the marital assets. 7. DEBTS: Each party shall pay and hold the other harmless from all debts listed on their respective financial affidavits unless otherwise indicated herein. 8. PER


CourtListener opinion 3357681

CourtListener opinion 3357681 Machine-draft public headnote: CourtListener opinion 3357681 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3357681


CourtListener opinion 3357681

QDRO: ted September 22, 1997, CT Page 15451 the parties came before the Court, Koletsky, J., and were heard and judgment entered on said date, in accordance with the terms of the marital agreement. On September 22, 1997, pursuant to the judgment of dissolution, a Qualified Domestic Relations Order was executed by the Court, Koletsky, J. Thereafter, on April 6, 1998, pursuant to a motion to open judgment, the Court Martin, J., modified the order of support upward, determined an arrearage and entered certain other orders. Thereafter, three motions for contempt were filed. Plaintiff's first motion, dated May 22, 1998, claimed that pursuant to an o


CourtListener opinion 3357681

domestic relations order: ber 22, 1997, CT Page 15451 the parties came before the Court, Koletsky, J., and were heard and judgment entered on said date, in accordance with the terms of the marital agreement. On September 22, 1997, pursuant to the judgment of dissolution, a Qualified Domestic Relations Order was executed by the Court, Koletsky, J. Thereafter, on April 6, 1998, pursuant to a motion to open judgment, the Court Martin, J., modified the order of support upward, determined an arrearage and entered certain other orders. Thereafter, three motions for contempt were filed. Plaintiff's first motion, dated May 22, 1998, claimed that pursuant to an o


CourtListener opinion 3358224

CourtListener opinion 3358224 Machine-draft public headnote: CourtListener opinion 3358224 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3358224

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3358224

QDRO: al expenses by the Insurance Company. PENSION 1. The plaintiff shall be entitled to 50% of the Defendant's Pension/Retirement plan and/or 401(k) Plan, as of the date of this dissolution. 2. The Court shall retain jurisdiction for purposes of approving a QDRO to secure this order. DEBTS 1. Each party shall be responsible for the debts as shown in their respective financial affidavits. 2. In the event the defendant files Bankruptcy, this shall not be considered to be a change in circumstances. 3. The defendant shall hold the plaintiff harmless from any liability in connection with the repairs to the Ponti


CourtListener opinion 3358224

retirement benefits: expenses shall be CT Page 4494 equally divided between the parties. 2. Section 46b-84 (c) is ordered to facilitate the payment of the medical expenses by the Insurance Company. PENSION 1. The plaintiff shall be entitled to 50% of the Defendant's Pension/Retirement plan and/or 401(k) Plan, as of the date of this dissolution. 2. The Court shall retain jurisdiction for purposes of approving a QDRO to secure this order. DEBTS 1. Each party shall be responsible for the debts as shown in their respective financial affidavits. 2. In the event the defendant files Bankruptcy, this shall not be considered to be a change in


CourtListener opinion 3358224

pension: is employment. Any unreimbursed Medical, dental, hospital and/or prescriptions expenses shall be CT Page 4494 equally divided between the parties. 2. Section 46b-84 (c) is ordered to facilitate the payment of the medical expenses by the Insurance Company. PENSION 1. The plaintiff shall be entitled to 50% of the Defendant's Pension/Retirement plan and/or 401(k) Plan, as of the date of this dissolution. 2. The Court shall retain jurisdiction for purposes of approving a QDRO to secure this order. DEBTS 1. Each party shall be responsible for the debts as shown in their respective financial affidavits. 2. In th


CourtListener opinion 3358224

401(k): ge 4494 equally divided between the parties. 2. Section 46b-84 (c) is ordered to facilitate the payment of the medical expenses by the Insurance Company. PENSION 1. The plaintiff shall be entitled to 50% of the Defendant's Pension/Retirement plan and/or 401(k) Plan, as of the date of this dissolution. 2. The Court shall retain jurisdiction for purposes of approving a QDRO to secure this order. DEBTS 1. Each party shall be responsible for the debts as shown in their respective financial affidavits. 2. In the event the defendant files Bankruptcy, this shall not be considered to be a change in circumstances.


CourtListener opinion 3358365

CourtListener opinion 3358365 Machine-draft public headnote: CourtListener opinion 3358365 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3358365


CourtListener opinion 3358365

QDRO: the rumpus room. 9. The defendant is to retain the plaintiff on his pension so that she is entitled to receive a Qualified Pre-retirement Survivor Annuity (QPSA) and a Qualified Joint and Survivor Annunity (QJSA). The plaintiff's attorney shall prepare any Qualified Domestic Relations Order (QDRO) required by the plan administrator to comply with this order. The defendant shall also continue the plaintiff as primary beneficiary on his group life insurance policy until the plaintiff attains her 65th birthday. 10. The defendant shall pay to the plaintiff, as periodic alimony, the sum of $1 per year until the death of either party or the plaint


CourtListener opinion 3358365

pension: go he was disabled in an auto accident and is presently receiving $286 weekly from long term disability coverage furnished by his employer. He is pursuing a negligence claim against the other operator. As of April 1, 1994, he will be eligible to retire with a pension of $674.78 monthly for his lifetime with a 50% widow's pension benefit payable after his death. There is also a permanent $10,000 life insurance minimum coverage for his lifetime. Each party has hospital, Medical and dental insurance coverage which also provides secondary coverage to the spouse. Based on all of the evidence before it, the court conclude


CourtListener opinion 3358365

domestic relations order: s room. 9. The defendant is to retain the plaintiff on his pension so that she is entitled to receive a Qualified Pre-retirement Survivor Annuity (QPSA) and a Qualified Joint and Survivor Annunity (QJSA). The plaintiff's attorney shall prepare any Qualified Domestic Relations Order (QDRO) required by the plan administrator to comply with this order. The defendant shall also continue the plaintiff as primary beneficiary on his group life insurance policy until the plaintiff attains her 65th birthday. 10. The defendant shall pay to the plaintiff, as periodic alimony, the sum of $1 per year until the death of either party or the plaint


CourtListener opinion 3358365

survivor benefits: f) The defendant's fishing equipment; g) The defendant's car club trophies; CT Page 10537 h) The TV set located in the rumpus room. 9. The defendant is to retain the plaintiff on his pension so that she is entitled to receive a Qualified Pre-retirement Survivor Annuity (QPSA) and a Qualified Joint and Survivor Annunity (QJSA). The plaintiff's attorney shall prepare any Qualified Domestic Relations Order (QDRO) required by the plan administrator to comply with this order. The defendant shall also continue the plaintiff as primary beneficiary on his group life insurance policy until the plaintiff attains her 65th birthday.


CourtListener opinion 3358811

CourtListener opinion 3358811 Machine-draft public headnote: CourtListener opinion 3358811 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3358811


CourtListener opinion 3358811

QDRO: aration Agreement which was incorporated by reference into the decree and its provisions became the orders of the court. Paragraphs 27 and 28 of that agreement state as follows: CT Page 1849 27. The husband shall immediately transfer to the wife by way of a Qualified Domestic Relations Order or nontaxable rollover a one-half interest in the following: GE Savings and Security 401(k) Plan in the approximate amount of $945,000, U.S. Savings Bonds 401(k) in the approximate amount of $1,300. The husband shall be exclusively entitled to his GE Executive Deferred Savings in the approximate amount of $18,000, and GE Voluntary Pension Plan in the approx


CourtListener opinion 3358811

pension: nd Security 401(k) Plan in the approximate amount of $945,000, U.S. Savings Bonds 401(k) in the approximate amount of $1,300. The husband shall be exclusively entitled to his GE Executive Deferred Savings in the approximate amount of $18,000, and GE Voluntary Pension Plan in the approximate amount of $7,000. The husband shall transfer to the wife a one-half interest in his GE Pension Plan (Contributory) in the approximate amount of $65,000, Janus Twenty IRA in the approximate amount of $55,000 and American Century Growth IRA in the approximate amount of $29,000. Said assets with their approximate current values are set


CourtListener opinion 3358811

401(k): Paragraphs 27 and 28 of that agreement state as follows: CT Page 1849 27. The husband shall immediately transfer to the wife by way of a Qualified Domestic Relations Order or nontaxable rollover a one-half interest in the following: GE Savings and Security 401(k) Plan in the approximate amount of $945,000, U.S. Savings Bonds 401(k) in the approximate amount of $1,300. The husband shall be exclusively entitled to his GE Executive Deferred Savings in the approximate amount of $18,000, and GE Voluntary Pension Plan in the approximate amount of $7,000. The husband shall transfer to the wife a one-half interest in his GE


CourtListener opinion 3358811

domestic relations order: reement which was incorporated by reference into the decree and its provisions became the orders of the court. Paragraphs 27 and 28 of that agreement state as follows: CT Page 1849 27. The husband shall immediately transfer to the wife by way of a Qualified Domestic Relations Order or nontaxable rollover a one-half interest in the following: GE Savings and Security 401(k) Plan in the approximate amount of $945,000, U.S. Savings Bonds 401(k) in the approximate amount of $1,300. The husband shall be exclusively entitled to his GE Executive Deferred Savings in the approximate amount of $18,000, and GE Voluntary Pension Plan in the approx


CourtListener opinion 3360534

CourtListener opinion 3360534 Docket: for trial of the custody issues. By stipulation dat. Machine-draft public headnote: CourtListener opinion 3360534 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3360534

Draft retrieval summary: this opinion has QDRO relevance score 1/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3360534

pension: ) This summary is based on testimony of the Xerox Manager, Human Resources, Corporate Staff, Patricia Pia. In 1996 the defendant was paid a bonus of $26,745. The defendant has $288,556 in his profit sharing account. The defendant has a defined benefit pension plan having a present value as of November 30, 1996 of $275,889. The defendant actually has two accounts, one known as a transitional account and a second one known as a cash balance account. When the defendant retires his pension will be based on only one of these accounts, the greater in value at that time. Currently, the defendant's cash account contains


CourtListener opinion 3361101

CourtListener opinion 3361101 Machine-draft public headnote: CourtListener opinion 3361101 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3361101

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3361101

QDRO: Insurance and Knights Cabinet checks ($681); $10,000 from defendant's credit union account; the 1990 Oldsmobile Regency ($9,000); personal property in residence ($10,000); and stamp collection ($600). The defendant is further ordered to transfer by QUADRO (Qualified Domestic Relations Order) $70,000 of his Paine Webber IRA. The plaintiff is thus assigned assets of a total value of approximately $380,000. Defendant is left with approximately $370,000 in his IRA, his car ($11,000); $3,500 in his credit union and some modest personal effects. Plaintiff has incurred extensive legal fees and medical expenses. The plaintiff's expenses are due in


CourtListener opinion 3361101

pension: arties testified as to their marital history, assets, health and claims. The court finds that the defendant enjoys good health but was encouraged to retire and is unlikely to find employment as an engineer or business executive. His income includes a weekly pension benefit of $1,104, weekly social security of $224.77 and interest/dividend income of $60 a week. The defendant also will receive additional income from substantial retirement savings accounts. The plaintiff has numerous health problems, however, such problems do not disable her from employment. The plaintiff can and should work and the court is attributin


CourtListener opinion 3361101

domestic relations order: and Knights Cabinet checks ($681); $10,000 from defendant's credit union account; the 1990 Oldsmobile Regency ($9,000); personal property in residence ($10,000); and stamp collection ($600). The defendant is further ordered to transfer by QUADRO (Qualified Domestic Relations Order) $70,000 of his Paine Webber IRA. The plaintiff is thus assigned assets of a total value of approximately $380,000. Defendant is left with approximately $370,000 in his IRA, his car ($11,000); $3,500 in his credit union and some modest personal effects. Plaintiff has incurred extensive legal fees and medical expenses. The plaintiff's expenses are due in


CourtListener opinion 3361108

CourtListener opinion 3361108 Machine-draft public headnote: CourtListener opinion 3361108 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3361108


CourtListener opinion 3361108

QDRO: all transfer one-half of his 401K savings CT Page 563-W plan to the plaintiff by way of a rollover to an IRA of the plaintiff's choice. One-half of the defendant's interest in his United Technologies pension plan shall be conveyed to the plaintiff by way of Qualified Domestic Relations Order. This is to be effectuated within 30 days of the decree of dissolution. The court denies defendant's request regarding the wife's pension plan. The defendant husband may claim the minor child, Ashley, as an exemption on his income tax returns. The plaintiff wife may claim the minor child, Michael, as an exemption on her income tax returns. The defendant m


CourtListener opinion 3361108

pension: with the mutual consent of the parties. The defendant shall transfer one-half of his 401K savings CT Page 563-W plan to the plaintiff by way of a rollover to an IRA of the plaintiff's choice. One-half of the defendant's interest in his United Technologies pension plan shall be conveyed to the plaintiff by way of Qualified Domestic Relations Order. This is to be effectuated within 30 days of the decree of dissolution. The court denies defendant's request regarding the wife's pension plan. The defendant husband may claim the minor child, Ashley, as an exemption on his income tax returns. The plaintiff wife may claim


CourtListener opinion 3361108

401(k): ntal expenses not covered by insurance is to be shared equally by the parties. Unless of an emergency nature, any extraordinary medical or dental expenses shall be incurred with the mutual consent of the parties. The defendant shall transfer one-half of his 401K savings CT Page 563-W plan to the plaintiff by way of a rollover to an IRA of the plaintiff's choice. One-half of the defendant's interest in his United Technologies pension plan shall be conveyed to the plaintiff by way of Qualified Domestic Relations Order. This is to be effectuated within 30 days of the decree of dissolution. The court denies defendant


CourtListener opinion 3361108

domestic relations order: er one-half of his 401K savings CT Page 563-W plan to the plaintiff by way of a rollover to an IRA of the plaintiff's choice. One-half of the defendant's interest in his United Technologies pension plan shall be conveyed to the plaintiff by way of Qualified Domestic Relations Order. This is to be effectuated within 30 days of the decree of dissolution. The court denies defendant's request regarding the wife's pension plan. The defendant husband may claim the minor child, Ashley, as an exemption on his income tax returns. The plaintiff wife may claim the minor child, Michael, as an exemption on her income tax returns. The defendant m


CourtListener opinion 3362807

CourtListener opinion 3362807 Machine-draft public headnote: CourtListener opinion 3362807 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3362807

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 2/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3362807

QDRO: dred Eighteen Dollars ($747,718.00) as of February 28, 2001. This amount plus any accrued interest thereon shall be equally divided as of April 30, 2001 subject to gains or losses up through the date of transfer. The division shall be accomplished by way of a Qualified Domestic Relations Order (\QDRO\"). Any subsequent contribution of principal to the plan for the benefit of the plaintiff subsequent to February 28


CourtListener opinion 3362807

domestic relations order: een Dollars ($747,718.00) as of February 28, 2001. This amount plus any accrued interest thereon shall be equally divided as of April 30, 2001 subject to gains or losses up through the date of transfer. The division shall be accomplished by way of a Qualified Domestic Relations Order (\QDRO\"). Any subsequent contribution of principal to the plan for the benefit of the plaintiff subsequent to February 28


CourtListener opinion 3362995

CourtListener opinion 3362995 Machine-draft public headnote: CourtListener opinion 3362995 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3362995


CourtListener opinion 3362995

QDRO: $58,000. The three accounts listed in numbers 5, 6 and 7 are owned by the defendant. The defendant shall transfer to the plaintiff a fifty (50%) percent interest in the present value of each of the CT Page 744 three accounts. The transfer shall be by way of Qualified Domestic Relations Orders (\QDRO\"). The court reserves jurisdiction to modify this portion of the judgment to ensure compliance with federal and/or state law relating to retirement benefits.


CourtListener opinion 3362995

retirement benefits: o accomplish that result. 1. Clapboard Ridge Equity $ 305,000 2. Milton Road, Rye, New York $ 120,000 3. CMA Master Account $ 227,597 4. CMA Mortgage Escrow Account $ 226,000 CT Page 743 5. CMA Sub Account #6 (Retirement) $ 70,620 6. Merrill Lynch Retirement Account $ 41,000 7. Merrill Lynch 401 K $ 58,000 _________________ Total Value $ 1,048,217 1. The Clapboard Ridge , Greenwich property is awarded to the defendant, subject to the existing mortgage which shall be his sole obligation. 2. The Milton Road , Rye, New York property is awarded to the defendant, subject to the existing mortgage, for which the defenda


CourtListener opinion 3362995

401(k): Equity $ 305,000 2. Milton Road, Rye, New York $ 120,000 3. CMA Master Account $ 227,597 4. CMA Mortgage Escrow Account $ 226,000 CT Page 743 5. CMA Sub Account #6 (Retirement) $ 70,620 6. Merrill Lynch Retirement Account $ 41,000 7. Merrill Lynch 401 K $ 58,000 _________________ Total Value $ 1,048,217 1. The Clapboard Ridge , Greenwich property is awarded to the defendant, subject to the existing mortgage which shall be his sole obligation. 2. The Milton Road , Rye, New York property is awarded to the defendant, subject to the existing mortgage, for which the defendant shall be solely responsible, an


CourtListener opinion 3362995

domestic relations order: The three accounts listed in numbers 5, 6 and 7 are owned by the defendant. The defendant shall transfer to the plaintiff a fifty (50%) percent interest in the present value of each of the CT Page 744 three accounts. The transfer shall be by way of Qualified Domestic Relations Orders (\QDRO\"). The court reserves jurisdiction to modify this portion of the judgment to ensure compliance with federal and/or state law relating to retirement benefits.


CourtListener opinion 3363246

CourtListener opinion 3363246 Machine-draft public headnote: CourtListener opinion 3363246 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3363246

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3363246

QDRO: half interest in said plan to the wife and she will roll-over her one-half interest of said fund to a 401K or IRA of her choosing. The husband shall continue to name the wife as the beneficiary of his interest in said plan. The wife will draft the appropriate QDRO with the cooperation of the husband and the cooperation of the New York Times Pension Plan Administrator. The husband shall take any steps necessary to secure the post tax accessible portion of said plan so that each party will receive one-half share of that portion of the plan immediately. 18. The wife shall be entitled to a one-half interest in the New


CourtListener opinion 3363246

retirement benefits: by Forbes, Incorporated and earns an annual gross base salary of $130,000.00. In 1991 he did receive a bonus of $2,500 which was a purely discretionary bonus. The husband had previously been employed by the New York Times and has a pension and a supplemental retirement plan from that organization. In 1991 he received a net bonus and severance package in the approximate amount of $27,000 from the New York Times. He has worked successfully over the years in the publishing business. He has worked for Golf Digest and Family Circle Magazine among others. The husband is a college graduate. The wife is also a college graduate. The


CourtListener opinion 3363246

pension: sband is presently employed by Forbes, Incorporated and earns an annual gross base salary of $130,000.00. In 1991 he did receive a bonus of $2,500 which was a purely discretionary bonus. The husband had previously been employed by the New York Times and has a pension and a supplemental retirement plan from that organization. In 1991 he received a net bonus and severance package in the approximate amount of $27,000 from the New York Times. He has worked successfully over the years in the publishing business. He has worked for Golf Digest and Family Circle Magazine among others. The husband is a college graduate. The wi


CourtListener opinion 3363246

401(k): et proceeds shall be divided equally between the parties. 17. The husband has two retirement funds available to him as the result of his previous employment with the New York Times. The first one is the New York Times Supplemental Retirement Fund. It is a 401K Plan with a value of approximately $112,000.00. CT Page 1099 Said amount to be divided equally between the parties. The husband will transfer or assign his one-half interest in said plan to the wife and she will roll-over her one-half interest of said fund to a 401K or IRA of her choosing. The husband shall continue to name the wife as the beneficiary of hi


CourtListener opinion 3363340

CourtListener opinion 3363340 Machine-draft public headnote: CourtListener opinion 3363340 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3363340


CourtListener opinion 3363340

QDRO: t the value of the Merril Lynch Account #87712717 which was shown on Mr. McManus' financial affidavit as having a balance of $9,280 at the time of trial, was the amount transferred to the wife by court order thereafter. It was the court's intention that the Qualified Domestic Relations Order entered concerning the Amerada Hess Pension was CT Page 3385 also to be valued as of the date or the trial. It is also clear to this court that the court did not expect any payments on the daughter's education at Laurelton Hall to be paid by him, post her reaching age eighteen. This court did not consider the contractual relationship with her school as bi


CourtListener opinion 3363340

pension: . McManus' financial affidavit as having a balance of $9,280 at the time of trial, was the amount transferred to the wife by court order thereafter. It was the court's intention that the Qualified Domestic Relations Order entered concerning the Amerada Hess Pension was CT Page 3385 also to be valued as of the date or the trial. It is also clear to this court that the court did not expect any payments on the daughter's education at Laurelton Hall to be paid by him, post her reaching age eighteen. This court did not consider the contractual relationship with her school as binding the father post age eighteen. He is on


CourtListener opinion 3363340

domestic relations order: e of the Merril Lynch Account #87712717 which was shown on Mr. McManus' financial affidavit as having a balance of $9,280 at the time of trial, was the amount transferred to the wife by court order thereafter. It was the court's intention that the Qualified Domestic Relations Order entered concerning the Amerada Hess Pension was CT Page 3385 also to be valued as of the date or the trial. It is also clear to this court that the court did not expect any payments on the daughter's education at Laurelton Hall to be paid by him, post her reaching age eighteen. This court did not consider the contractual relationship with her school as bi


CourtListener opinion 3363463

CourtListener opinion 3363463 Machine-draft public headnote: CourtListener opinion 3363463 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3363463


CourtListener opinion 3363463

QDRO: quire future assets and increased income, especially once she has her PHD. (The retirement fund has increased some $11,000 from the commencement of the trial). The wife shall receive one third of the husband's Paine Weber retirement fund, to be secured by a Qualified Domestic Relations Order. (The husband shall retain his interest in the Gannet Fleming pension plans). Alimony: The wife presently earns $346 weekly as a graduate assistant (but can be expected to earn more in the not too distant future). Her health is good and she appears able to support herself. The husband earns $400 as a job site inspector (and gets a company car). He has


CourtListener opinion 3363463

retirement benefits: mless thereon. (After deducting the value of the land which the husband did not contribute to, and the home equity mortgage, there is a total equity value of approximately $80,000 thus the wife by this order gets $40,000 more than her half equity interest). Retirement Accounts: The husband has a Paine Weber retirement fund valued at approximately $122,700 and, in addition Gannet Fleming pensions valued at $36,000. The wife has only a nominal college retirement equity fund. She presently works as a graduate assistant, but should have a greater opportunity to acquire future assets and increased income, especially once she has he


CourtListener opinion 3363463

pension: as increased some $11,000 from the commencement of the trial). The wife shall receive one third of the husband's Paine Weber retirement fund, to be secured by a Qualified Domestic Relations Order. (The husband shall retain his interest in the Gannet Fleming pension plans). Alimony: The wife presently earns $346 weekly as a graduate assistant (but can be expected to earn more in the not too distant future). Her health is good and she appears able to support herself. The husband earns $400 as a job site inspector (and gets a company car). He has always been able to earn a living and should be able to support himse


CourtListener opinion 3363463

domestic relations order: re assets and increased income, especially once she has her PHD. (The retirement fund has increased some $11,000 from the commencement of the trial). The wife shall receive one third of the husband's Paine Weber retirement fund, to be secured by a Qualified Domestic Relations Order. (The husband shall retain his interest in the Gannet Fleming pension plans). Alimony: The wife presently earns $346 weekly as a graduate assistant (but can be expected to earn more in the not too distant future). Her health is good and she appears able to support herself. The husband earns $400 as a job site inspector (and gets a company car). He has


CourtListener opinion 3364125

CourtListener opinion 3364125 Machine-draft public headnote: CourtListener opinion 3364125 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3364125


CourtListener opinion 3364125

QDRO: y and hold the Plaintiff harmless from any liability whatsoever arising from that lien. The Plaintiff is awarded all of the Defendant's interest in his defined benefit pension plan at United States Tobacco Corporation. This shall be accomplished by way of a Qualified Domestic Relations Order. The Defendant is awarded rights of survivorship in said pension, and the Plaintiff shall be considered the Defendant's surviving spouse. The Court shall retain jurisdiction over this issue until the Qualified Domestic Relations Order is prepared and accepted by the plan administrator. The Plaintiff is awarded remaining interest of the Defendant in his 40


CourtListener opinion 3364125

pension: arital residence resulting from the loan made to his brother. The Defendant shall indemnify and hold the Plaintiff harmless from any liability whatsoever arising from that lien. The Plaintiff is awarded all of the Defendant's interest in his defined benefit pension plan at United States Tobacco Corporation. This shall be accomplished by way of a Qualified Domestic Relations Order. The Defendant is awarded rights of survivorship in said pension, and the Plaintiff shall be considered the Defendant's surviving spouse. The Court shall retain jurisdiction over this issue until the Qualified Domestic Relations Order is prep


CourtListener opinion 3364125

401(k): ing his job, the Defendant transferred all of his UST stock to an account at Merrill Lynch solely in his CT Page 2308 own name, despite the existence of a restraining order previously issued by this Court. At the time of quitting, the Defendant cashed out his 401K deferred compensation plan with a balance of $140,000. The Defendant then left the State of Connecticut and commenced residing in Massachusetts. When the Defendant removed himself to Massachusetts, he took with him all of the stock portfolio of the family, except for 1600 shares of UST stock which were physically in the wife's possession. The Defendant took


CourtListener opinion 3364125

domestic relations order: the Plaintiff harmless from any liability whatsoever arising from that lien. The Plaintiff is awarded all of the Defendant's interest in his defined benefit pension plan at United States Tobacco Corporation. This shall be accomplished by way of a Qualified Domestic Relations Order. The Defendant is awarded rights of survivorship in said pension, and the Plaintiff shall be considered the Defendant's surviving spouse. The Court shall retain jurisdiction over this issue until the Qualified Domestic Relations Order is prepared and accepted by the plan administrator. The Plaintiff is awarded remaining interest of the Defendant in his 40


CourtListener opinion 3364741

CourtListener opinion 3364741 Machine-draft public headnote: CourtListener opinion 3364741 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3364741

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 2/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3364741

QDRO: be solely responsible for all costs associated with that residence, including the mortgage, taxes, insurance and condominium fees. The agreement further provided that the defendant would transfer to the plaintiff the sum of $18,000.00 from his Fidelity IRA by Qualified Domestic Relations Order, and, in consideration of a release from a debt, the defendant would pay to the plaintiff the sum of $5,000.00 cash within 30 days from the date of the dissolution. 1


CourtListener opinion 3364741

domestic relations order: responsible for all costs associated with that residence, including the mortgage, taxes, insurance and condominium fees. The agreement further provided that the defendant would transfer to the plaintiff the sum of $18,000.00 from his Fidelity IRA by Qualified Domestic Relations Order, and, in consideration of a release from a debt, the defendant would pay to the plaintiff the sum of $5,000.00 cash within 30 days from the date of the dissolution. 1


CourtListener opinion 3365249

CourtListener opinion 3365249 Machine-draft public headnote: CourtListener opinion 3365249 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3365249

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3365249

QDRO: ocks, Bonds, Mutual Funds Account); d . Citibank Account; e . Paine Webber Money Market Account; CT Page 6538 f . Stock Purchase Account (186+ units); g . E and Y Defined Benefit Plan. (8) The plaintiff shall transfer to the defendant, by means of a Qualified Domestic Relations Order (QDRO) or other appropriate instrument, fifty (50%) percent of his interest in the Fidelity 401 K Retirement plan listed on his financial affidavit. The value of the plaintiffs interest shall be as of the date of this decree dissolving the marriage of the parties. The defendant's share shall be credited with any increases and appreciations and shall be debi


CourtListener opinion 3365249

retirement benefits: e Account (186+ units); g . E and Y Defined Benefit Plan. (8) The plaintiff shall transfer to the defendant, by means of a Qualified Domestic Relations Order (QDRO) or other appropriate instrument, fifty (50%) percent of his interest in the Fidelity 401 K Retirement plan listed on his financial affidavit. The value of the plaintiffs interest shall be as of the date of this decree dissolving the marriage of the parties. The defendant's share shall be credited with any increases and appreciations and shall be debited with any decreases and depreciations from the date of decree dissolving the marriage until the date of distrib


CourtListener opinion 3365249

401(k): urchase Account (186+ units); g . E and Y Defined Benefit Plan. (8) The plaintiff shall transfer to the defendant, by means of a Qualified Domestic Relations Order (QDRO) or other appropriate instrument, fifty (50%) percent of his interest in the Fidelity 401 K Retirement plan listed on his financial affidavit. The value of the plaintiffs interest shall be as of the date of this decree dissolving the marriage of the parties. The defendant's share shall be credited with any increases and appreciations and shall be debited with any decreases and depreciations from the date of decree dissolving the marriage until the


CourtListener opinion 3365249

domestic relations order: s, Mutual Funds Account); d . Citibank Account; e . Paine Webber Money Market Account; CT Page 6538 f . Stock Purchase Account (186+ units); g . E and Y Defined Benefit Plan. (8) The plaintiff shall transfer to the defendant, by means of a Qualified Domestic Relations Order (QDRO) or other appropriate instrument, fifty (50%) percent of his interest in the Fidelity 401 K Retirement plan listed on his financial affidavit. The value of the plaintiffs interest shall be as of the date of this decree dissolving the marriage of the parties. The defendant's share shall be credited with any increases and appreciations and shall be debi


CourtListener opinion 3365787

CourtListener opinion 3365787 Machine-draft public headnote: CourtListener opinion 3365787 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3365787


CourtListener opinion 3365787

QDRO: he defendant is the beneficiary of a Fleet Bank \Single Life Annuity\" plan not presently on payout status. The defendant is ordered to transfer and/or assign to the plaintiff 50% of the value of said plan accrued as of the date of this judgment pursuant to a Qualified Domestic Relations Order. The defendant is ordered to prepare the documents necessary to effectuate said order in conformance with the requirements of the Plan Administrator. Each party is required to execute any and all documents necessary to carry out the provisions of this order. The court shall retain continuing jurisdiction to carry out the provisions of this order.


CourtListener opinion 3365787

retirement benefits: ement and/or pay any and/or all of the debts listed on his financial affidavit dated May 4, 2000. The defendant shall hold the plaintiff harmless and indemnify her for any liability on the 1998 Federal Tax liability of approximately $9,600.00. 8. PENSION OR RETIREMENT PLAN The defendant is the beneficiary of a Fleet Bank \Single Life Annuity\" plan not presently on payout status. The defendant is ordered to transfer and/or assign to the plaintiff 50% of the value of said plan accrued as of the date of this judgment pursuant to a Qualified Domestic Relations Order. The defendant is ordered to prepare the documents necessary


CourtListener opinion 3365787

pension: sition agreement and/or pay any and/or all of the debts listed on his financial affidavit dated May 4, 2000. The defendant shall hold the plaintiff harmless and indemnify her for any liability on the 1998 Federal Tax liability of approximately $9,600.00. 8. PENSION OR RETIREMENT PLAN The defendant is the beneficiary of a Fleet Bank \Single Life Annuity\" plan not presently on payout status. The defendant is ordered to transfer and/or assign to the plaintiff 50% of the value of said plan accrued as of the date of this judgment pursuant to a Qualified Domestic Relations Order. The defendant is ordered to prepare the d


CourtListener opinion 3365787

domestic relations order: nt is the beneficiary of a Fleet Bank \Single Life Annuity\" plan not presently on payout status. The defendant is ordered to transfer and/or assign to the plaintiff 50% of the value of said plan accrued as of the date of this judgment pursuant to a Qualified Domestic Relations Order. The defendant is ordered to prepare the documents necessary to effectuate said order in conformance with the requirements of the Plan Administrator. Each party is required to execute any and all documents necessary to carry out the provisions of this order. The court shall retain continuing jurisdiction to carry out the provisions of this order.


CourtListener opinion 3367625

CourtListener opinion 3367625 Machine-draft public headnote: CourtListener opinion 3367625 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to ERISA / defined contribution issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3367625


CourtListener opinion 3367625

QDRO: aintiff, child support in the amount of $227.00 per week, a figure which is as recommended by the Child Support Guidelines. The Defendant shall be entitled to claim his daughter as a dependent for income tax purposes. The Defendant is ordered to transfer by Qualified Domestic Relations Order [QDRO], an interest in one half of his 401K Plan calculated at the date of this dissolution. The Defendant is ordered to maintain for the benefit of the minor child comprehensive health insurance for so long as he has a support obligation for the child. Unreimbursed medical and dental expenses are to be shared equally by the parties. The Defendant shall


CourtListener opinion 3367625

401(k): s as recommended by the Child Support Guidelines. The Defendant shall be entitled to claim his daughter as a dependent for income tax purposes. The Defendant is ordered to transfer by Qualified Domestic Relations Order [QDRO], an interest in one half of his 401K Plan calculated at the date of this dissolution. The Defendant is ordered to maintain for the benefit of the minor child comprehensive health insurance for so long as he has a support obligation for the child. Unreimbursed medical and dental expenses are to be shared equally by the parties. The Defendant shall maintain $100,000 in life insurance for the


CourtListener opinion 3367625

domestic relations order: hild support in the amount of $227.00 per week, a figure which is as recommended by the Child Support Guidelines. The Defendant shall be entitled to claim his daughter as a dependent for income tax purposes. The Defendant is ordered to transfer by Qualified Domestic Relations Order [QDRO], an interest in one half of his 401K Plan calculated at the date of this dissolution. The Defendant is ordered to maintain for the benefit of the minor child comprehensive health insurance for so long as he has a support obligation for the child. Unreimbursed medical and dental expenses are to be shared equally by the parties. The Defendant shall


CourtListener opinion 3369712

CourtListener opinion 3369712 Docket: Number CV 960565689S. By pleading dated November 20. Machine-draft public headnote: CourtListener opinion 3369712 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3369712


CourtListener opinion 3369712

QDRO: loans, with the defendant as beneficiary during such time as he is obligated to pay alimony to her in an amount sufficient to pay the then present value of his remaining alimony obligation at the time of his death. With respect to the division of assets, by Qualified Domestic Relations Order, the defendant shall be entitled to one half the benefit to which the plaintiff is entitled in the Sun Microsystems defined benefit pension plan. Counsel for the plaintiff shall prepare the appropriate order. Additionally, the plaintiff shall transfer the sum of eighteen thousand ($18,000) dollars from his 401k account to an IRA account in the defendant's n


CourtListener opinion 3369712

pension: yee Stock Purchase Plan through his present employer. The asset value of this account as of November 29, 1998 was seven thousand, eight hundred and twenty ($7,820) dollars. Through a former employer, Memorex, the plaintiff has an interest in a defined benefit pension plan from which he has the right to receive five hundred and sixty ($560) dollars a month at retirement age. The plaintiff testified credibly that because the plan was underfunded his ultimate receipt of the full amount of this pension is uncertain. The defendant is a forty-three year old college graduate, CT Page 5277 presently unemployed, with a sporadi


CourtListener opinion 3369712

401(k): March, 1998 with the anticipation that his earnings will eventually at least match the level he enjoyed at Sun. When the parties were married in 1987, the plaintiff was earning approximately sixty-three thousand ($63,000) dollars annually. The plaintiff has a 401k plan with an account balance of approximately forty-seven thousand ($47,000) dollars, net of a thirty thousand ($30,000) dollar loan the plaintiff borrowed from the plan during the pendency of this action. The court notes the plaintiff also borrowed approximately nine thousand, six hundred and eighty-eight ($9,688) dollars from a C.M. Life Universal Life po


CourtListener opinion 3369712

domestic relations order: h the defendant as beneficiary during such time as he is obligated to pay alimony to her in an amount sufficient to pay the then present value of his remaining alimony obligation at the time of his death. With respect to the division of assets, by Qualified Domestic Relations Order, the defendant shall be entitled to one half the benefit to which the plaintiff is entitled in the Sun Microsystems defined benefit pension plan. Counsel for the plaintiff shall prepare the appropriate order. Additionally, the plaintiff shall transfer the sum of eighteen thousand ($18,000) dollars from his 401k account to an IRA account in the defendant's n


CourtListener opinion 3371661

CourtListener opinion 3371661 Machine-draft public headnote: CourtListener opinion 3371661 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3371661

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3371661

QDRO: able to the Plaintiff for income tax purposes and deductible to the Defendant for income tax purposes. In addition, the Plaintiff shall receive fifty percent (50%) of the Defendant's KPMG Peat Marwick pension. This division shall be accomplished by way of a Qualified Domestic Relations Order. The Defendant shall be responsible for preparation of said order with the cost of preparation to be shared equally between the parties. The QDRO shall be submitted to the court for approval and the court shall retain jurisdiction with respect to any disputes with respect to this order and said QDRO. 3. Medical Insurance: The Plaintiff shall be entitled


CourtListener opinion 3371661

pension: nd an actuary, and is a Fellow of the Society of Actuaries. Since February 1996, he has not had any significant employment. From August 1996 to present, he has received $15,510 per month of tax free general disability benefits and $2,619 per month from a KPMG pension. While the Defendant recently began work as a clerk at Barnes and Noble, he encountered difficulty with this position and now works as a billing clerk at Catholic Family Charities. His highest pay rate for this work has been $8.50 per hour. He has been able, and has, prepared tax returns for himself and for the Plaintiff. It is highly unlikely that the Defe


CourtListener opinion 3371661

domestic relations order: e Plaintiff for income tax purposes and deductible to the Defendant for income tax purposes. In addition, the Plaintiff shall receive fifty percent (50%) of the Defendant's KPMG Peat Marwick pension. This division shall be accomplished by way of a Qualified Domestic Relations Order. The Defendant shall be responsible for preparation of said order with the cost of preparation to be shared equally between the parties. The QDRO shall be submitted to the court for approval and the court shall retain jurisdiction with respect to any disputes with respect to this order and said QDRO. 3. Medical Insurance: The Plaintiff shall be entitled


CourtListener opinion 3462903

CourtListener opinion 3462903 Citation: domestic relations order. Extracted reporter citation: domestic relations order. Machine-draft public headnote: CourtListener opinion 3462903 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3462903

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 2/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3462903

QDRO: elations order clearly specify each plan to which such order applies. Our recommendation was based in large part upon the requirements of federal law, specifically, those provisions of the Retirement Equity Act of 1984 defining a domestic relations order as a qualified domestic relations order if the order meets the requirements of Section 414(p) of the U.S. Internal Revenue Code. We quote that portion of the statue herein: (p) Qualified domestic relations order defined. — For purposes of this subsection and section 401(a)(13) — (1) In general. — (A) Qualified domestic relations order. — The term \qualified domestic


CourtListener opinion 3462903

domestic relations order: FRS have the authority to divide a member's benefits and pay a portion of such divided benefits to a third party payee based on an order that expressly applies to a different retirement system? In response, it was the recommendation of this office that the domestic relations order clearly specify each plan to which such order applies. Our recommendation was based in large part upon the requirements of federal law, specifically, those provisions of the Retirement Equity Act of 1984 defining a domestic relations order as a qualified domestic relations order if the order meets the requirements of Section 414(p) of the U.S. Internal Reve


CourtListener opinion 3685977

CourtListener opinion 3685977 Machine-draft public headnote: CourtListener opinion 3685977 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3685977


CourtListener opinion 3685977

QDRO: JUDGMENT ENTRY. This appeal is considered on the accelerated calendar under App.R. 11.1(E) and Loc.R. 12, and this Judgment Entry shall not be considered an Opinion of the Court pursuant to S.Ct.R.Rep.Op. 3(A). Defendant-appellant John Zerbe appeals from a Qualified Domestic Relations Order (QDRO) entered by the Domestic Relations Division of the Hamilton County Court of Common Pleas. He raises two assignments of error for our review. In July 2003, the trial court issued a decree of divorce terminating John's and plaintiff-appellee Sandra Zerbe's marriage and ordering an equitable division of their marital property. Their marital property in


CourtListener opinion 3685977

pension: our review. In July 2003, the trial court issued a decree of divorce terminating John's and plaintiff-appellee Sandra Zerbe's marriage and ordering an equitable division of their marital property. Their marital property included, among other things, John's pension plan with General Electric (GE). In January 2004, both John and Sandra appealed from the divorce decree. We ultimately remanded the case to the trial court for a determination of a reasonable attorney-fee award, for a determination of the value of John's medical practice, and for reconsideration of \the effect of that new value on the overall property divis


CourtListener opinion 3685977

domestic relations order: NTRY. This appeal is considered on the accelerated calendar under App.R. 11.1(E) and Loc.R. 12, and this Judgment Entry shall not be considered an Opinion of the Court pursuant to S.Ct.R.Rep.Op. 3(A). Defendant-appellant John Zerbe appeals from a Qualified Domestic Relations Order (QDRO) entered by the Domestic Relations Division of the Hamilton County Court of Common Pleas. He raises two assignments of error for our review. In July 2003, the trial court issued a decree of divorce terminating John's and plaintiff-appellee Sandra Zerbe's marriage and ordering an equitable division of their marital property. Their marital property in


CourtListener opinion 3685977

valuation/division: the divorce decree. We ultimately remanded the case to the trial court for a determination of a reasonable attorney-fee award, for a determination of the value of John's medical practice, and for reconsideration of \the effect of that new value on the overall property division.\" 1


CourtListener opinion 3686983

CourtListener opinion 3686983 Extracted reporter citation: 559 N.E.2d 1292. Machine-draft public headnote: CourtListener opinion 3686983 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3686983


CourtListener opinion 3686983

QDRO: in Hoyt v. Hoyt (1990), 53 Ohio St.3d 177 , 559 N.E.2d 1292 , which would result in her receiving $89,695.70 of Robert's retirement benefits. We conclude that Hoyt, supra, is distinguishable from this case because it involved a contested divorce decree and a Qualified Domestic Relations Order (QDRO), whereas this case does not involve a QDRO and involves a decree of dissolution incorporating a separation agreement entered into by the parties. We conclude that the determinative issue in this case is the interpretation of the phrase \accrued through 6/30/88\" in the separation agreement


CourtListener opinion 3686983

retirement benefits: OPINION {¶ 1} Plaintiff-appellant Sharron M. Pohl appeals from an order dismissing her motion for contempt against defendant-appellee Robert J. Pohl and ordering Robert to pay Sharron $12,681.67, her share of his retirement benefits, pursuant to their separation agreement. Sharron contends that the trial court abused its discretion in its calculation of her share of Robert's retirement benefits, because it failed to use the coverture fraction analysis articulated in Hoyt v. Hoyt (1990), 53 Ohio St.3d 177 , 559 N.E.2d 1292 , which would result in her receiving $89,695.70 of Robert's re


CourtListener opinion 3686983

domestic relations order: . Hoyt (1990), 53 Ohio St.3d 177 , 559 N.E.2d 1292 , which would result in her receiving $89,695.70 of Robert's retirement benefits. We conclude that Hoyt, supra, is distinguishable from this case because it involved a contested divorce decree and a Qualified Domestic Relations Order (QDRO), whereas this case does not involve a QDRO and involves a decree of dissolution incorporating a separation agreement entered into by the parties. We conclude that the determinative issue in this case is the interpretation of the phrase \accrued through 6/30/88\" in the separation agreement


CourtListener opinion 3687877

CourtListener opinion 3687877 Machine-draft public headnote: CourtListener opinion 3687877 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3687877

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3687877

QDRO: ension. It was appellant's desire to retain this asset and to have appellee's interest therein, based on a stipulated present value at the time of divorce, offset by granting her a greater share of other available assets. Appellee, on the other hand, sought a qualified domestic relations order (\QDRO\") entitling her to an equal share of the marital portion of this fund at the time of its actual distribution upon appellant's retirement. The lower court


CourtListener opinion 3687877

pension: he parties were granted a divorce. In its order, the court divided the marital property and ordered appellant to pay appellee spousal support. Appellant appeals, naming two assignments of error. I. THE TRIAL COURT ERRED BY FAILING TO DIVIDE THE VALUE OF THE PENSION AT THE TIME OF DIVORCE. The issue under this assignment of error concerns the method by which the lower court divided appellant's UAW pension. It was appellant's desire to retain this asset and to have appellee's interest therein, based on a stipulated present value at the time of divorce, offset by granting her a greater share of other available assets. A


CourtListener opinion 3687877

domestic relations order: was appellant's desire to retain this asset and to have appellee's interest therein, based on a stipulated present value at the time of divorce, offset by granting her a greater share of other available assets. Appellee, on the other hand, sought a qualified domestic relations order (\QDRO\") entitling her to an equal share of the marital portion of this fund at the time of its actual distribution upon appellant's retirement. The lower court


CourtListener opinion 3687877

valuation/division: st therein, based on a stipulated present value at the time of divorce, offset by granting her a greater share of other available assets. Appellee, on the other hand, sought a qualified domestic relations order (\QDRO\") entitling her to an equal share of the marital portion of this fund at the time of its actual distribution upon appellant's retirement. The lower court


CourtListener opinion 3692129

CourtListener opinion 3692129 Machine-draft public headnote: CourtListener opinion 3692129 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3692129


CourtListener opinion 3692129

QDRO: cript, overruled the objections, but modified the child support retroactive to June 10, 1997. Subsequently on March 25, 1998, the court granted the divorce and followed the magistrate's recommendation in that it ordered Denise to pay John $6,495 by means of a Qualified Domestic Relations Order which transferred funds from her TRW pension to John's TRW pension, and also required John to pay 28% of Dr. Thomas Hall's fee. John now appeals raising four assignments of error for our review. I. THE TRIAL COURT COMMITTED REVERSIBLE ERROR WHEN IT DENIED APPELLANT'S MOTION FOR ATTORNEYS FEES. John asserts the court abused its discretion when it denied


CourtListener opinion 3692129

pension: ive to June 10, 1997. Subsequently on March 25, 1998, the court granted the divorce and followed the magistrate's recommendation in that it ordered Denise to pay John $6,495 by means of a Qualified Domestic Relations Order which transferred funds from her TRW pension to John's TRW pension, and also required John to pay 28% of Dr. Thomas Hall's fee. John now appeals raising four assignments of error for our review. I. THE TRIAL COURT COMMITTED REVERSIBLE ERROR WHEN IT DENIED APPELLANT'S MOTION FOR ATTORNEYS FEES. John asserts the court abused its discretion when it denied his motion for attorney fees in connection wi


CourtListener opinion 3692129

domestic relations order: rruled the objections, but modified the child support retroactive to June 10, 1997. Subsequently on March 25, 1998, the court granted the divorce and followed the magistrate's recommendation in that it ordered Denise to pay John $6,495 by means of a Qualified Domestic Relations Order which transferred funds from her TRW pension to John's TRW pension, and also required John to pay 28% of Dr. Thomas Hall's fee. John now appeals raising four assignments of error for our review. I. THE TRIAL COURT COMMITTED REVERSIBLE ERROR WHEN IT DENIED APPELLANT'S MOTION FOR ATTORNEYS FEES. John asserts the court abused its discretion when it denied


CourtListener opinion 3694046

CourtListener opinion 3694046 Machine-draft public headnote: CourtListener opinion 3694046 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3694046


CourtListener opinion 3694046

QDRO: s additional proceeds from appellee's personal injury settlement. The magistrate also awarded appellee one-half of the marital portion of appellant's Detroit Edison Savings Plan; one-half of the marital portion of appellant's pension plan to be divided by a Qualified Domestic Relations Order (\QDRO\"); one-half of the marital portion of the Detroit Edison stock (no less than one hundred fifty-five shares); one-half of the Olde Discount Market Accounts; one-half of the Montgomery Fund; and two U.S. Savings Bonds at $250 each.


CourtListener opinion 3694046

pension: o be employed by Detroit Edison and earns approximately $80,000 per year. The court found the following assets to be marital: 1) Detroit Edison Savings Plan: $103,180 ($123,564 total, less $20,834 pre-marital value attributed to appellant); 2) Appellant's pension plan; 3) Detroit Edison Stock (310 shares); 4) Olde Discount Market Account: $41,312; 5) Appellant's Olde Discount IRA: $10,375 ($15,871 less $5,496 premarital value attributed to appellant); 6) Appellee's Montgomery Fund: $2,243; 7) Four U.S. Savings Bonds valued at $250 each. The court awarded to appellee the following as non-marital property:


CourtListener opinion 3694046

401(k): tion, appellant owned an Olde Discount Account which contained nine hundred sixty shares of Detroit Edison stock, six hundred fifty of the shares were considered pre-marital; the remaining three hundred ten shares were marital property. Appellant also owned a 401(k) account which was worth $123,564, with $20,384 of the assets attributed to pre-marital funds. The parties further stipulated that appellee owned the residence prior to the marriage; that appellee's Edward Jones IRA account, valued at $7,486, was marital property; that the remainder of the Edward Jones Account (approximately $17,000) was what was left of a


CourtListener opinion 3694046

domestic relations order: al proceeds from appellee's personal injury settlement. The magistrate also awarded appellee one-half of the marital portion of appellant's Detroit Edison Savings Plan; one-half of the marital portion of appellant's pension plan to be divided by a Qualified Domestic Relations Order (\QDRO\"); one-half of the marital portion of the Detroit Edison stock (no less than one hundred fifty-five shares); one-half of the Olde Discount Market Accounts; one-half of the Montgomery Fund; and two U.S. Savings Bonds at $250 each.


CourtListener opinion 3698319

CourtListener opinion 3698319 Citation: DOMESTIC RELATIONS ORDER. Extracted reporter citation: DOMESTIC RELATIONS ORDER. Machine-draft public headnote: CourtListener opinion 3698319 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3698319


CourtListener opinion 3698319

pension: marital property was divided almost equally: $214,257.00 to Mr. Shuler and $214,227 to Ms. Shuler. Mr. Shuler has appealed asserting three assignments of error. II. A. THE TRIAL COURT ABUSED THE DISCRETION AFFORDED IT BY LAW WHEN IT DECLARED [MR. SHULER'S] PENSION TO BE THE SOLE PROPERTY OF [MR. SHULER] AND THEN ORDERED THE SAME TO BE DIVIDED IN EQUAL HALVES AS PER A QUALIFIFED DOMESTIC RELATIONS ORDER. In his first assignment of error, Mr. Shuler has argued that the trial court incorrectly awarded him one-hundred percent of his pension plan, only to turn around in the following paragraph and order that fifty perce


CourtListener opinion 3698319

domestic relations order: sserting three assignments of error. II. A. THE TRIAL COURT ABUSED THE DISCRETION AFFORDED IT BY LAW WHEN IT DECLARED [MR. SHULER'S] PENSION TO BE THE SOLE PROPERTY OF [MR. SHULER] AND THEN ORDERED THE SAME TO BE DIVIDED IN EQUAL HALVES AS PER A QUALIFIFED DOMESTIC RELATIONS ORDER. In his first assignment of error, Mr. Shuler has argued that the trial court incorrectly awarded him one-hundred percent of his pension plan, only to turn around in the following paragraph and order that fifty percent of the plan's benefits be paid to Ms. Shuler. This argument was waived by counsel at oral arguments, and thus, will not be addressed. Mr


CourtListener opinion 3698319

valuation/division: the record in the trial court. Each error assigned has been reviewed and the following disposition is made: Plaintiff-Appellant Truman Shuler has appealed from a judgment of the Lorain County Court of Common Pleas, Domestic Relations Division, that ordered a property division and spousal support when it granted a divorce between Mr. Shuler and Retta Jo Shuler, Defendant-Appellee. This Court affirms. I. Mr. Shuler and Ms. Shuler were married on May 13, 1967, and have two children, now emancipated. On March 16, 1998, the parties were granted a divorce. In its divorce decree, the trial court divided the marital property and orde


CourtListener opinion 3698753

CourtListener opinion 3698753 Machine-draft public headnote: CourtListener opinion 3698753 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to QDRO procedure / domestic relations order issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3698753

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 2/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3698753

QDRO: He claimed he told her about the inactive status, but defendant said she did not understand the effect of it. On July 31, 1991, the Pennsylvania firm reached a settlement with the ex-husband for $407,000, $100,000 to be paid immediately and $307,000 to be a QDRO transferred from the ex-husband's qualified profit sharing account. On August 25, 1992, $20,000 was paid to plaintiff by the defendant noting it was one-fifth legal fees. When repeated attempts by plaintiff to collect the balance of the contingency fee were unsuccessful, plaintiff instituted the present litigation. On October 3, 1995, plaintiff filed suit


CourtListener opinion 3701248

CourtListener opinion 3701248 Machine-draft public headnote: CourtListener opinion 3701248 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3701248

Draft retrieval summary: this opinion has QDRO relevance score 5/5, retirement-division score 5/5, and family-law score 5/5. Use the quoted text and full opinion below before relying on the case.


CourtListener opinion 3701248

QDRO: or withholding and the denominator is the total amount designated in all of the notices as current support. Given the plain reading of the statutes, we find appellant is correct in that only sixty percent of his monthly pension benefit can be subject to the QDRO. The remainder of appellant's spousal support obligation must come from appellant's other income i.e., job and funds received from other sources. Assignment of Error I is granted. II, III, IV Appellant challenges the trial court's award of spousal support because it did not reflect a change of circumstance, did not reflect appellee's need for sustenance


CourtListener opinion 3701248

retirement benefits: come derived from property divided, disbursed, or distributed under section 3105.171 [ 3105.17 (1)] of the Revised Code; (b) The relative earning abilities of the parties; (c) The ages and the physical, mental, and emotional conditions of the parties; (d) The retirement benefits of the parties; (e) The duration of the marriage; (f) The extent to which it would be inappropriate for a party, because he will be custodian of a minor child of the marriage, to seek employment outside the home; (g) The standard of living of the parties established during the marriage; (h) The relative extent of education of the parties; (I) The relative


CourtListener opinion 3701248

pension: n appeal and this matter is now before this court for consideration. Assignments of error are as follows: I THE TRIAL COURT ABUSED ITS DISCRETION, ERRED AS A MATTER OF LAW, AND VIOLATED APPELLANT'S STATUTORY RIGHTS WHEN IT ORDERED A PAYMENT FROM APPELLANT'S PENSION FOR SUSTENANCE ALIMONY WHICH VIOLATED RC § 3113.21 . II THE TRIAL COURT ABUSED ITS DISCRETION, ERRED AS A MATTER OF LAW, AND VIOLATED APPELLANT'S STATUTORY RIGHTS WHEN IT INCREASED THE AWARD OF SUSTENANCE ALIMONY WITHOUT FINDING A CHANGE OF CIRCUMSTANCES WHICH VIOLATED RC § 3105.18 (D) AND (E). III THE TRIAL COURT ABUSED ITS DISCRETION, ERRED


CourtListener opinion 3703077

CourtListener opinion 3703077 Machine-draft public headnote: CourtListener opinion 3703077 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3703077


CourtListener opinion 3703077

QDRO: pension or retirement plan, and the reasonableness of the result. Hoyt v. Hoyt (1990), 53 Ohio St.3d 177 , 179 . Dealing with a public pension, such as the PERS pension plan in the instant case, is particularly troublesome, as such plans are not subject to a qualified domestic relations order (Q.D.R.O.) Sprankle v. Sprankle (1993), 87 Ohio App.3d 129 , 134 . It is well settled that in a divorce matter, the trial court should strive to disentangle the parties' economic partnership whenever the circumstances permit. Hoyt, 53 Ohio St.3d at 182 . However, when dealing with unmatured benefits which are not subject to a Q.D.R.O., the only means to dis


CourtListener opinion 3703077

retirement benefits: h of whom were emancipated at the time of divorce. The court granted a divorce to appellee on the basis that the parties had been living separate and apart. The court proceeded to divide the marital property and debt. Included among the marital assets was a retirement account through the Public Employees Retirement System of Ohio, produced through appellee's employment as Sheriff of Coshocton County, together with purchased credit. The court found the PERS account to have a fair market value of $216,241, and awarded the proceeds of the account to appellee. However, in order to equitably distribute the property, the court ordered


CourtListener opinion 3703077

pension: IN THAT SAID VALUES WERE UNDER CALCULATED. THE TRIAL COURT ERRED IN DENYING THE MOTION FOR A NEW TRIAL. FOURTH ASSIGNMENT OF ERROR THE TRIAL COURT ERRED IN NOT UTILIZING THE COST OF LIVING ADJUSTMENT (COLA) VALUES IN DETERMINING THE PRESENT VALUE OF THE PENSION. Appellee David A. Corbett assigns three errors on cross appeal: ASSIGNMENTS OF ERROR I. THE TRIAL COURT ABUSED ITS DISCRETION IN FINDING THE DURATION OF THE MARRIAGE AS THE FINAL HEARING DATE. II. THE TRIAL COURT ABUSED ITS DISCRETION IN ITS AWARD OF SPOUSAL SUPPORT FROM APPELLEE/CROSS-APPELLANT TO APPELLANT/CROSS-APPELLEE. III. THE TRIAL COURT A


CourtListener opinion 3703077

domestic relations order: retirement plan, and the reasonableness of the result. Hoyt v. Hoyt (1990), 53 Ohio St.3d 177 , 179 . Dealing with a public pension, such as the PERS pension plan in the instant case, is particularly troublesome, as such plans are not subject to a qualified domestic relations order (Q.D.R.O.) Sprankle v. Sprankle (1993), 87 Ohio App.3d 129 , 134 . It is well settled that in a divorce matter, the trial court should strive to disentangle the parties' economic partnership whenever the circumstances permit. Hoyt, 53 Ohio St.3d at 182 . However, when dealing with unmatured benefits which are not subject to a Q.D.R.O., the only means to dis


CourtListener opinion 3705594

CourtListener opinion 3705594 Machine-draft public headnote: CourtListener opinion 3705594 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to pension / defined benefit issues. The current annotation is conservative: it identifies source provenance, relevance signals, and evidence quotes for attorney/agent retrieval. It is not a Willie-approved legal headnote yet.


CourtListener opinion 3705594


CourtListener opinion 3705594

QDRO: OPINION {¶ 1} Plaintiff-appellant Sylvia Jane Himes appeals from the October 1, 2002, Amended Qualified Domestic Relations Order issued by the Tuscarawas County Court of Common Pleas, Domestic Relations Division. STATEMENT OF THE FACTS AND CASE {¶ 2} On June 28, 1991, appellant Sylvia Jane Himes filed a complaint for divorce against appellee Kenneth Himes. As memorialized in a Judgment Entry/Decree of Divorce filed on August 18, 1992, the parties were granted a divorce. The


CourtListener opinion 3705594

pension: Himes. As memorialized in a Judgment Entry/Decree of Divorce filed on August 18, 1992, the parties were granted a divorce. The parties' Separation Agreement, which was incorporated into the Divorce Decree, provided in paragraph 6 as follows: {¶ 3} \6. Pension Rights. The Parties acknowledge that the Husband is a participant in The Timken Company hourly employees' pension plan. The parties agree that the Husband's pension rights acquired through said pension plan shall be divided 75% to the Husband and 25% to the Wife. The Wife shall have the right to file a Qualified Domestic Relations Order transferring into th


CourtListener opinion 3705594

domestic relations order: OPINION {¶ 1} Plaintiff-appellant Sylvia Jane Himes appeals from the October 1, 2002, Amended Qualified Domestic Relations Order issued by the Tuscarawas County Court of Common Pleas, Domestic Relations Division. STATEMENT OF THE FACTS AND CASE {¶ 2} On June 28, 1991, appellant Sylvia Jane Himes filed a complaint for divorce against appellee Kenneth Himes. As memorialized in a Judgment Entry/Decree of Divorce filed on August 18, 1992, the parties were granted a divorce. The