CourtListener opinion 3218794

QDRO: ed an order stating that Wife "shall be named Alternative Payee" of Husband's pension. It also ordered that Wife be awarded 33.5% of the monthly pension benefits that would otherwise go to Husband. Lastly, the court ordered Husband's counsel to file a qualified domestic relations order ("QDRO") regarding the pension within sixty days. [4] On August 31, 2012, before the QDRO was prepared or filed, Husband died. On October 29, 2012, counsel made an appearance on behalf of Wife. On April 11, 2013, Wife filed a motion to substitute the Estate of Michael J. Hickey ("the Estate") as a party to the action, which the trial court granted.


CourtListener opinion 3218794

retirement benefits: 4(A)(2). Husband's pension is clearly marital property subject to distribution in the dissolution action. See Ind. Code § 31-9-2-98(b)(1) & (2) (defining "property" for purposes of marital dissolution to include "a present right to withdraw pension or retirement benefits" and "the right to receive pension or retirement benefits that are not forfeited upon termination of employment or that are vested . . . but that are payable after the dissolution of marriage[.]"); In re Marriage of Nickels, 834 N.E.2d 1091, 1097 (Ind. Ct. App. 2005) (noting that pension benefits are marital property if the benefits are not forfeit


CourtListener opinion 3218794

pension: YS FOR APPELLANT ATTORNEY FOR APPELLEE Michael D. Sears Adam J. Sedia Jacquelyn S. Pillar Rubino, Ruman, Crosmer, & Polen Crist, Sears, & Zic, LLP Dyer, Indiana Munster, Indiana IN THE COURT OF APPEALS OF INDIANA ArcelorMittal USA, LLC June 30, 2016 Pension Plan, Court of Appeals Case No. Appellant-Defendant, 45A03-1509-DR-1537 Appeal from the Lake Circuit v. Court The Honorable George C. Paras, Jackie L. Hickey, Judge Appellee-Plaintiff The Honorable Robert G. Vann, Magistrate Trial Court Cause No. 45C01-0912-DR-990 Mathias, Judge. [1] Arcelormittal USA, LLC Pension Plan ("the Plan") filed a motio


CourtListener opinion 3218794

domestic relations order: r stating that Wife "shall be named Alternative Payee" of Husband's pension. It also ordered that Wife be awarded 33.5% of the monthly pension benefits that would otherwise go to Husband. Lastly, the court ordered Husband's counsel to file a qualified domestic relations order ("QDRO") regarding the pension within sixty days. [4] On August 31, 2012, before the QDRO was prepared or filed, Husband died. On October 29, 2012, counsel made an appearance on behalf of Wife. On April 11, 2013, Wife filed a motion to substitute the Estate of Michael J. Hickey ("the Estate") as a party to the action, which the trial court granted.


CourtListener opinion 3219053

CourtListener opinion 3219053 Citation: domestic relations order. Extracted reporter citation: domestic relations order. Docket: Q. And there is a paragraph. Machine-draft public headnote: CourtListener opinion 3219053 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 3219053

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 3219053

ERISA: led a Notice of Removal in the U. S. District Court for the Southern District of Ohio, Western Division, asserting that the matter was removable because Appellants sought to recover life insurance benefits under an employee welfare benefit plan governed by ERISA. The federal court dismissed the state claims and ordered Appellants to show cause why their injunctive relief claims should not be dismissed. The matter was ultimately dismissed without prejudice. {¶ 4} On August 7, 2013, Appellants filed a Verified Complaint against Rita -3- Thomason, alleging tortious interference with contract (Count I), civil con


CourtListener opinion 3219053

domestic relations order: [SIC] in state court, Mr. McNamee breached a duty of competence owed to Plaintiffs. *** 9. In addition, Mr. McNamee's original claims against Ms. Thomason, as well as a second lawsuit against Ms. Thomason, rested upon claims that Ms. Thomason knew of a domestic relations order that required Noel Berridge to name his children as the beneficiaries of his employment- related insurance policy, though the order arose in a case between Noel Berridge and Sharon Berridge to which Ms. Thomason was not a party. * * * 10. Mr. McNamee failed to meet the minimum standard of care of a reasonably competent Ohio attorney when he limited h


CourtListener opinion 3261018

CourtListener opinion 3261018 Machine-draft public headnote: CourtListener opinion 3261018 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 3261018


CourtListener opinion 3261018

QDRO: Box 1122 Hope, AR 71801-1122 Dear Representative Wood: This is in response to your request for an opinion regarding Act 1143 of 1993, which is codified at A.C.A. §§ 9-18-101 through -103 (Repl. 1993). This act authorized chancery courts to enter qualified domestic relations orders to reach retirement annuities and benefits of retirement plans. Your specific questions regarding Act 1143 are as follows: 1. In calculating the amount of benefits to be received by an Alternate Payee pursuant to the approved QDRO (Qualified Domestic Relations Order), are the member's accrued annuity benefits calculated using the member's salary as of th


CourtListener opinion 3261018

retirement benefits: your request for an opinion regarding Act 1143 of 1993, which is codified at A.C.A. §§ 9-18-101 through -103 (Repl. 1993). This act authorized chancery courts to enter qualified domestic relations orders to reach retirement annuities and benefits of retirement plans. Your specific questions regarding Act 1143 are as follows: 1. In calculating the amount of benefits to be received by an Alternate Payee pursuant to the approved QDRO (Qualified Domestic Relations Order), are the member's accrued annuity benefits calculated using the member's salary as of the date of his actual retirement and the years of service as of


CourtListener opinion 3261018

alternate payee: authorized chancery courts to enter qualified domestic relations orders to reach retirement annuities and benefits of retirement plans. Your specific questions regarding Act 1143 are as follows: 1. In calculating the amount of benefits to be received by an Alternate Payee pursuant to the approved QDRO (Qualified Domestic Relations Order), are the member's accrued annuity benefits calculated using the member's salary as of the date of his actual retirement and the years of service as of the date of divorce; or, are the benefits calculated using the member's salary as of the date of the divorce and his years of service as of t


CourtListener opinion 3261018

domestic relations order: ope, AR 71801-1122 Dear Representative Wood: This is in response to your request for an opinion regarding Act 1143 of 1993, which is codified at A.C.A. §§ 9-18-101 through -103 (Repl. 1993). This act authorized chancery courts to enter qualified domestic relations orders to reach retirement annuities and benefits of retirement plans. Your specific questions regarding Act 1143 are as follows: 1. In calculating the amount of benefits to be received by an Alternate Payee pursuant to the approved QDRO (Qualified Domestic Relations Order), are the member's accrued annuity benefits calculated using the member's salary as of th


CourtListener opinion 33223

CourtListener opinion 33223 Extracted reporter citation: 936 F.2d 777. Machine-draft public headnote: CourtListener opinion 33223 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 33223


CourtListener opinion 33223

QDRO: Adair To "bring focus" to the case, the district Enterprises, Inc., was the plan administrator. court appointed two special masters with ex- In 1992, a state court entered a qualified do- pert ise in the intricacies of ERISA law. The mestic relations order ("QDRO") regarding masters produced reports helpful to the court James Hatteberg's accrued benefits under the in its final determinations. Later, at the court's plan. This first QDRO entitled plaintiff to a request, plaintiff and defendants filed respec- small portion of the plan's assets, so she ap- tive motions for summary judgment. The pealed. The method of cal


CourtListener opinion 33223

ERISA: ted rights, engaged in Plaintiff and James Hatteberg were parties prohibited transactions, and committed vio- to a contentious divorce in 1992. Among the lations of the Employee Retirement Income community property divided between them Security Act of 1974 ("ERISA"). were the assets owed to James Hatteberg un- der the Red Adair Profit Sharing Plan; Adair To "bring focus" to the case, the district Enterprises, Inc., was the plan administrator. court appointed two special masters with ex- In 1992, a state court entered a qualified do- pert ise in the intricacies of ERISA law. The mestic relations order ("QDRO") regardi


CourtListener opinion 33223

401(k): 66 turning the proceedings into a "post-mortem" (5th Cir. 1980). Plaintiff claims that of the divorce. consideration of the Bowen factors is mandatory in the Fifth Circuit. In Riley v. There is, however, no good evidence that AMR Corp. Subsidiaries Supersaver 401(k) the court was biased against plaintiff or the Capital Accumulation Plan, 209 F.3d 780, subject matter of her claims. Although the 781-82 (5th Cir. 2000), we wrote that a court court apparently showed irritation with a num- "should consider and explicate the five Bowen ber of plaintiff's arguments and accusations, factors, and should do so without giving the


CourtListener opinion 33223

domestic relations order: ; fourth, that the the trust, the district court was correct in con- administrator failed to operate the plan in ac- cluding that her claim is barred by a two-year cordance with plan documents by improperly statute of limitations. ERISA does not requiring any domestic relations order to be explicitly provide a statute of limitations final before it could be qualified; and fifth, by period for actions under § 1132(c). Because engaging in prohibited transactions with Ful- there was no Fifth Circuit authority on the bright attorneys through unreasonable issue, the district court looked to analogous compensation for legal services "unnecess


CourtListener opinion 3324125

CourtListener opinion 3324125 Machine-draft public headnote: CourtListener opinion 3324125 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 3324125


CourtListener opinion 3324125

QDRO: 0.00 as of June 22, 1990. Although the defendant has offered to pay off the balance of any arrearage presently owed to the plaintiff by withdrawing funds from his profit sharing retirement plan, which is managed by his former employer, withdrawal requires a qualified domestic relations order pursuant to specific Internal Revenue Service regulations. This is not a remedy for the court to attempt to fashion sua sponte. Nor is this court inclined to assume the role of advocate for either side and attempt to negotiate an acceptable order with the manager of the plan. Great familiarity with the nature of the plan is required in order to avoid advers


CourtListener opinion 3324125

retirement benefits: s, an arrearage is found due and owning to the petitioner in the amount of $1,050.00 as of June 22, 1990. Although the defendant has offered to pay off the balance of any arrearage presently owed to the plaintiff by withdrawing funds from his profit sharing retirement plan, which is managed by his former employer, withdrawal requires a qualified domestic relations order pursuant to specific Internal Revenue Service regulations. This is not a remedy for the court to attempt to fashion sua sponte. Nor is this court inclined to assume the role of advocate for either side and attempt to negotiate an acceptable order with the mana


CourtListener opinion 3324125

domestic relations order: June 22, 1990. Although the defendant has offered to pay off the balance of any arrearage presently owed to the plaintiff by withdrawing funds from his profit sharing retirement plan, which is managed by his former employer, withdrawal requires a qualified domestic relations order pursuant to specific Internal Revenue Service regulations. This is not a remedy for the court to attempt to fashion sua sponte. Nor is this court inclined to assume the role of advocate for either side and attempt to negotiate an acceptable order with the manager of the plan. Great familiarity with the nature of the plan is required in order to avoid advers


CourtListener opinion 3324650

CourtListener opinion 3324650 Machine-draft public headnote: CourtListener opinion 3324650 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 3324650

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 3324650

QDRO: rmanent periodic alimony of $460.00 per week. Said alimony shall be modifiable as to amount but non-modifiable as to duration and shall terminate on death of either party or wife's remarriage . . . the UTC pension and UTC 401K plan shall be divided equally by QDRO orders . . . the husband shall maintain the wife as beneficiary on CIGNA and Northwestern Mutual policies in the total amount of $377,000.00 for so long as he has an alimony obligation. Said coverage shall be subject to modification in the future . . . The court heard testimony from the parties and reviewed all exhibits entered. Based on this evidence, th


CourtListener opinion 3324650

pension: ovided inter alia , the following: Husband to pay permanent periodic alimony of $460.00 per week. Said alimony shall be modifiable as to amount but non-modifiable as to duration and shall terminate on death of either party or wife's remarriage . . . the UTC pension and UTC 401K plan shall be divided equally by QDRO orders . . . the husband shall maintain the wife as beneficiary on CIGNA and Northwestern Mutual policies in the total amount of $377,000.00 for so long as he has an alimony obligation. Said coverage shall be subject to modification in the future . . . The court heard testimony from the parties and review


CourtListener opinion 3324650

401(k): a , the following: Husband to pay permanent periodic alimony of $460.00 per week. Said alimony shall be modifiable as to amount but non-modifiable as to duration and shall terminate on death of either party or wife's remarriage . . . the UTC pension and UTC 401K plan shall be divided equally by QDRO orders . . . the husband shall maintain the wife as beneficiary on CIGNA and Northwestern Mutual policies in the total amount of $377,000.00 for so long as he has an alimony obligation. Said coverage shall be subject to modification in the future . . . The court heard testimony from the parties and reviewed all exhibi


CourtListener opinion 3324650

survivor benefits: bonus that was variable. Soon after his separation from his employer, he began to draw on his pension. Currently, he receives a monthly sum of $1924.00, a sum slightly lower than he was eligible for, that he elected in order to provide his current wife with a survivor benefit. Subsequent to the filing of the Motion to Modify and within 3 days of receiving the approximately $53,000.00 net from Pratt and Whitney for separating, the defendant repaid a loan from his 401K, gave his children financial gifts, paid a small amount of back taxes and paid his current wife approximately $27,000.00 for a loan he had taken from her earlier


CourtListener opinion 3327834

CourtListener opinion 3327834 Machine-draft public headnote: CourtListener opinion 3327834 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 3327834


CourtListener opinion 3327834

QDRO: iscellaneous Assets: The wife shall retain all title and interest in the following assets as listed on her financial affidavit: (a) all bank accounts valued at $23,447; (b) Tax CT Page 3044 Deferred Assets, Pension and Retirement Plans valued at $51,510. 8. QUALIFIED DOMESTIC RELATIONS ORDER: The wife's attorney shall prepare a Qualified Domestic Relations Order (QDRO) to implement the 75 percent interest assigned to the wife of the husband's tax deferred assets, shown on the husband's affidavit as $118,180.26 and $127,151.50 in the wife's proposed distribution. The actual value of these assets are to be divided 75 percent to the wife and 25 pe


CourtListener opinion 3327834

retirement benefits: r respective financial affidavits. 7. Miscellaneous Assets: The wife shall retain all title and interest in the following assets as listed on her financial affidavit: (a) all bank accounts valued at $23,447; (b) Tax CT Page 3044 Deferred Assets, Pension and Retirement Plans valued at $51,510. 8. QUALIFIED DOMESTIC RELATIONS ORDER: The wife's attorney shall prepare a Qualified Domestic Relations Order (QDRO) to implement the 75 percent interest assigned to the wife of the husband's tax deferred assets, shown on the husband's affidavit as $118,180.26 and $127,151.50 in the wife's proposed distribution. The actual value of the


CourtListener opinion 3327834

pension: sted on their respective financial affidavits. 7. Miscellaneous Assets: The wife shall retain all title and interest in the following assets as listed on her financial affidavit: (a) all bank accounts valued at $23,447; (b) Tax CT Page 3044 Deferred Assets, Pension and Retirement Plans valued at $51,510. 8. QUALIFIED DOMESTIC RELATIONS ORDER: The wife's attorney shall prepare a Qualified Domestic Relations Order (QDRO) to implement the 75 percent interest assigned to the wife of the husband's tax deferred assets, shown on the husband's affidavit as $118,180.26 and $127,151.50 in the wife's proposed distribution. The


CourtListener opinion 3327834

domestic relations order: us Assets: The wife shall retain all title and interest in the following assets as listed on her financial affidavit: (a) all bank accounts valued at $23,447; (b) Tax CT Page 3044 Deferred Assets, Pension and Retirement Plans valued at $51,510. 8. QUALIFIED DOMESTIC RELATIONS ORDER: The wife's attorney shall prepare a Qualified Domestic Relations Order (QDRO) to implement the 75 percent interest assigned to the wife of the husband's tax deferred assets, shown on the husband's affidavit as $118,180.26 and $127,151.50 in the wife's proposed distribution. The actual value of these assets are to be divided 75 percent to the wife and 25 pe


CourtListener opinion 3329464

CourtListener opinion 3329464 Docket: to contact them mindful of the. Machine-draft public headnote: CourtListener opinion 3329464 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 3329464


CourtListener opinion 3329464

QDRO: y the Court in its October 1, 1998 decision is now in place and the Plaintiff covered and that arrangements to discharge any arrearage due in payments thereon has been accomplished by the Defendant. See also the order of Mihalakos, J., in that regard. The Qualified Domestic Relations Orders have been accomplished as to the 401K and SSIP and pension benefits. That any delay in arranging for the Cobra benefits was due to processing lags. Matters of joint custody have gone along without incident and the two boys are in good health. Medical coverage is in place for the benefit of the two minor children through the Defendant's employment.


CourtListener opinion 3329464

pension: nd that arrangements to discharge any arrearage due in payments thereon has been accomplished by the Defendant. See also the order of Mihalakos, J., in that regard. The Qualified Domestic Relations Orders have been accomplished as to the 401K and SSIP and pension benefits. That any delay in arranging for the Cobra benefits was due to processing lags. Matters of joint custody have gone along without incident and the two boys are in good health. Medical coverage is in place for the benefit of the two minor children through the Defendant's employment. A wage execution is in place with the Defendant's employer a


CourtListener opinion 3329464

401(k): the memorandum of decision. 4. That the Defendant did not pay the expenses at 587 Vauxhall St., Waterford during the period of his occupancy until CT Page 4681 date of vacating, that the Defendant did not comply with order of the Court as to the Defendant's 401K and Defendant's SSIP. 5. That the Defendant committed fraud on his financial affidavit filed at the time of the dissolution hearing. The Court notes the appearance of the parties before Mihalakos, J., on February 1, 1999 relative to matters pertaining to Cobra benefits. See Plaintiff's Exhibit 2 transcript of the proceedings. The Court also notes an a


CourtListener opinion 3329464

domestic relations order: t in its October 1, 1998 decision is now in place and the Plaintiff covered and that arrangements to discharge any arrearage due in payments thereon has been accomplished by the Defendant. See also the order of Mihalakos, J., in that regard. The Qualified Domestic Relations Orders have been accomplished as to the 401K and SSIP and pension benefits. That any delay in arranging for the Cobra benefits was due to processing lags. Matters of joint custody have gone along without incident and the two boys are in good health. Medical coverage is in place for the benefit of the two minor children through the Defendant's employment.


CourtListener opinion 3331381

CourtListener opinion 3331381 Machine-draft public headnote: CourtListener opinion 3331381 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 3331381


CourtListener opinion 3331381

QDRO: convey to the plaintiff $38,000 of his Solomon Smith Barney IRA, and he shall retain the balance. The CHI pension as listed on the defendant's financial affidavit shall be divided equally between the parties. Value to be determined as of date of division. A qualified domestic relations order shall be prepared if necessary. The defendant shall retain his Great American 403b account as listed on his financial affidavit. The plaintiff shall retain the funds claimed by the defendant as overpayment of child support. The parties shall each retain their respective savings and checking accounts and such other accounts listed on their financial af


CourtListener opinion 3331381

pension: avit. The plaintiff shall retain her ownership in the Solomon Smith Barney IRA listed on her financial affidavit. CT Page 12480 The defendant shall convey to the plaintiff $38,000 of his Solomon Smith Barney IRA, and he shall retain the balance. The CHI pension as listed on the defendant's financial affidavit shall be divided equally between the parties. Value to be determined as of date of division. A qualified domestic relations order shall be prepared if necessary. The defendant shall retain his Great American 403b account as listed on his financial affidavit. The plaintiff shall retain the funds claimed by


CourtListener opinion 3331381

domestic relations order: the plaintiff $38,000 of his Solomon Smith Barney IRA, and he shall retain the balance. The CHI pension as listed on the defendant's financial affidavit shall be divided equally between the parties. Value to be determined as of date of division. A qualified domestic relations order shall be prepared if necessary. The defendant shall retain his Great American 403b account as listed on his financial affidavit. The plaintiff shall retain the funds claimed by the defendant as overpayment of child support. The parties shall each retain their respective savings and checking accounts and such other accounts listed on their financial af


CourtListener opinion 3331514

CourtListener opinion 3331514 Citation: domestic relations order. Extracted reporter citation: domestic relations order. Machine-draft public headnote: CourtListener opinion 3331514 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 3331514

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 3331514

retirement benefits: t 55 and $144,212 for retirement at 65. Presently, it will pay him $3,110. per mouth (after the Social Security deduction) upon his retirement. In finding these values the court accepts undisputed evaluations presented by Barry Kaplan, and, by Karen McDonald, Retirement Benefits Manager, State Employees Retirement Commission. The pension is administered by the State. The funds are held by the State until such time as they are paid out to the retired employee. These retirement benefits have accrued as a result of both Mr. McGran and Mrs. McGran's respective marital labors. The parties disagree as to whether the SERS pension itsel


CourtListener opinion 3331514

pension: e court finds that the alimony order should take into account the plaintiff's ability and past record of overtime work. It does not require him to maintain a level of overtime which had been tantamount to two 7 hour overtime days every week, on average. The pension of the plaintiff with the State of Connecticut is vested; it is an annuity. It functions as a replacement for social security and a hazardous duty pension. It is a marital asset subject to division under § 46b-81 . Krafick v. Krafick , 234 Conn. 783 , 798 (1995). The present value of the plaintiff's interest in his pension is $717,171 for a current ret


CourtListener opinion 3332160

CourtListener opinion 3332160 Machine-draft public headnote: CourtListener opinion 3332160 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 3332160

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 3332160

QDRO: breakdown, the defendant's liaison with Lucy Bonacassio was the major cause of the breakdown becoming irretrievable. The City of Waterbury Pension Benefits Administrator, Palma Brustat, testified that the city's plan is non-qualified under ERISA and that a qualified domestic relations order (QDRO) would not be honored. The defendant receives $471.73 monthly as pension income, (Plaintiff's Exhibit A) and the plaintiff's surviving spouse rights terminate upon a dissolution of the marriage to the retiree. The court views the defendant's pension and the income CT Page 6275 therefrom as an asset of the marriage acquired during the marriage before t


CourtListener opinion 3332160

pension: The defendant advanced no funds, however. The court finds that, although the plaintiff's behavior contributed to the breakdown, the defendant's liaison with Lucy Bonacassio was the major cause of the breakdown becoming irretrievable. The City of Waterbury Pension Benefits Administrator, Palma Brustat, testified that the city's plan is non-qualified under ERISA and that a qualified domestic relations order (QDRO) would not be honored. The defendant receives $471.73 monthly as pension income, (Plaintiff's Exhibit A) and the plaintiff's surviving spouse rights terminate upon a dissolution of the marriage to the retiree


CourtListener opinion 3332160

ERISA: ontributed to the breakdown, the defendant's liaison with Lucy Bonacassio was the major cause of the breakdown becoming irretrievable. The City of Waterbury Pension Benefits Administrator, Palma Brustat, testified that the city's plan is non-qualified under ERISA and that a qualified domestic relations order (QDRO) would not be honored. The defendant receives $471.73 monthly as pension income, (Plaintiff's Exhibit A) and the plaintiff's surviving spouse rights terminate upon a dissolution of the marriage to the retiree. The court views the defendant's pension and the income CT Page 6275 therefrom as an asset of the


CourtListener opinion 3332160

domestic relations order: , the defendant's liaison with Lucy Bonacassio was the major cause of the breakdown becoming irretrievable. The City of Waterbury Pension Benefits Administrator, Palma Brustat, testified that the city's plan is non-qualified under ERISA and that a qualified domestic relations order (QDRO) would not be honored. The defendant receives $471.73 monthly as pension income, (Plaintiff's Exhibit A) and the plaintiff's surviving spouse rights terminate upon a dissolution of the marriage to the retiree. The court views the defendant's pension and the income CT Page 6275 therefrom as an asset of the marriage acquired during the marriage before t


CourtListener opinion 3332493

CourtListener opinion 3332493 Machine-draft public headnote: CourtListener opinion 3332493 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 3332493


CourtListener opinion 3332493

QDRO: e wife indemnify and hold him harmless in connection with the mortgage and all other liabilities of the property. Failure to transfer the property by quitclaim deed will allow the Court to transfer the property pursuant to 46b-81 (b) CT Page 11415 3. That a QDRO (a qualified domestic relations order) issue dividing the existing profit sharing plan with Communispond valued at $951,000 equally between the parties so that the wife is the owner of approximately $475,500 in pension benefits. (The one-half value is the value at the date of this decision.) 4. That the Putnam Trust Certificate of Deposit in the approxima


CourtListener opinion 3332493

pension: ant to 46b-81 (b) CT Page 11415 3. That a QDRO (a qualified domestic relations order) issue dividing the existing profit sharing plan with Communispond valued at $951,000 equally between the parties so that the wife is the owner of approximately $475,500 in pension benefits. (The one-half value is the value at the date of this decision.) 4. That the Putnam Trust Certificate of Deposit in the approximate sum of $90,000 as shown on the wife's affidavit shall be the wife's. 5. That the Putnam Trust Certificate of Deposit in joint names of the plaintiff and defendant as shown on the wife's affidavit shall be divided e


CourtListener opinion 3332493

domestic relations order: nd hold him harmless in connection with the mortgage and all other liabilities of the property. Failure to transfer the property by quitclaim deed will allow the Court to transfer the property pursuant to 46b-81 (b) CT Page 11415 3. That a QDRO (a qualified domestic relations order) issue dividing the existing profit sharing plan with Communispond valued at $951,000 equally between the parties so that the wife is the owner of approximately $475,500 in pension benefits. (The one-half value is the value at the date of this decision.) 4. That the Putnam Trust Certificate of Deposit in the approximate sum of $90,000 as shown on the wife


CourtListener opinion 3333069

CourtListener opinion 3333069 Machine-draft public headnote: CourtListener opinion 3333069 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 3333069

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


CourtListener opinion 3333069

QDRO: he defendant's retirement including his pension. Since the plaintiff will remain the legal wife of the defendant, the court assumes her spousal interest, whatever it may be, is unaffected. In any event, the court cannot entertain the plaintiff's request for a QDRO absent any evidence, cf. Lake v. Lake , 49 Conn. App. 89 . The plaintiff also requests a life insurance policy be obtained by the defendant. The Lake case holding prevents the court from entertaining such request. The defendant does list a $6,000 term life insurance policy. The court elects to enter no order regarding it. The court also notes that the defen


CourtListener opinion 3333069

pension: it at Chase Manhattan, 400 shares of Bristol Myers Squibb valued by the defendant at $38,533.31. U.S. Savings Bonds valued at $3,500, the building lot 50% interest, a 1986 Plymouth for $500 and household furniture valued at $3,000. No value is assigned to his pension. No evidence was introduced by either party concerning the particulars of the defendant's retirement including his pension. Since the plaintiff will remain the legal wife of the defendant, the court assumes her spousal interest, whatever it may be, is unaffected. In any event, the court cannot entertain the plaintiff's request for a QDRO absent any eviden


CourtListener opinion 3333850

CourtListener opinion 3333850 Machine-draft public headnote: CourtListener opinion 3333850 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 3333850


CourtListener opinion 3333850

QDRO: at the plaintiff failed to report on his financial affidavit his vested interest in a pension fund established by his former employer, the Prudential Insurance Company. The plaintiff shall assign to the defendant a 50% interest in the pension fund by way of a qualified domestic relations order. The court reserves jurisdiction to resolve any disputes over the preparation and implementation of this order. 12. The plaintiff shall be solely responsible for his own debts. He shall indemnify and hold harmless the defendant from any obligations due the Internal Revenue Service or the State of Connecticut for any income taxes due for the years of marri


CourtListener opinion 3333850

pension: the Dodge Van so that the defendant may CT Page 11127-H register it or a substitute vehicle with the Department of Motor Vehicles. 11. The testimony presented indicated that the plaintiff failed to report on his financial affidavit his vested interest in a pension fund established by his former employer, the Prudential Insurance Company. The plaintiff shall assign to the defendant a 50% interest in the pension fund by way of a qualified domestic relations order. The court reserves jurisdiction to resolve any disputes over the preparation and implementation of this order. 12. The plaintiff shall be solely responsibl


CourtListener opinion 3333850

domestic relations order: intiff failed to report on his financial affidavit his vested interest in a pension fund established by his former employer, the Prudential Insurance Company. The plaintiff shall assign to the defendant a 50% interest in the pension fund by way of a qualified domestic relations order. The court reserves jurisdiction to resolve any disputes over the preparation and implementation of this order. 12. The plaintiff shall be solely responsible for his own debts. He shall indemnify and hold harmless the defendant from any obligations due the Internal Revenue Service or the State of Connecticut for any income taxes due for the years of marri


CourtListener opinion 3334555

CourtListener opinion 3334555 Machine-draft public headnote: CourtListener opinion 3334555 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 3334555

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 3334555

QDRO: w the present periodic alimony award on or about June 1, 1995. 2. PENSION The husband shall assign and transfer all his right, title and interest in the Caltex pension/retirement plan with a present value of approximately $37,000 to the wife pursuant to a Qualified Domestic Relations Order. The effective date of transfer shall be the date of the dissolution decree. 3. REAL ESTATE a. MARITAL RESIDENCE: The wife cannot afford to maintain the marital home and does not want it transferred to her. Therefore, the wife shall quitclaim her interest in the marital residence to the husband, subject to all existing encumbrances, and the husband sh


CourtListener opinion 3334555

retirement benefits: s on or before May 1st of each year hereafter. Upon proper motion, the court shall review the present periodic alimony award on or about June 1, 1995. 2. PENSION The husband shall assign and transfer all his right, title and interest in the Caltex pension/retirement plan with a present value of approximately $37,000 to the wife pursuant to a Qualified Domestic Relations Order. The effective date of transfer shall be the date of the dissolution decree. 3. REAL ESTATE a. MARITAL RESIDENCE: The wife cannot afford to maintain the marital home and does not want it transferred to her. Therefore, the wife shall quitclaim her


CourtListener opinion 3334555

pension: ths is about $3,000 a month. The court finds his net monthly income is approximately $2,250. The husband lists assets on his financial affidavit of $97,500 with liabilities of $294,200. The marital home costs about $3,300 monthly to maintain. His retirement pension plan is valued at $37,000, with a monthly benefit of between $471.26 and $542.19 due him at age 55. The wife has recently taken a temporary job as a secretary earning $9.00 an hour giving her a net weekly income of $230.00, which the court has considered in its periodic alimony award. For over twenty years, the wife cared for the parties' two sons and t


CourtListener opinion 3334555

domestic relations order: ent periodic alimony award on or about June 1, 1995. 2. PENSION The husband shall assign and transfer all his right, title and interest in the Caltex pension/retirement plan with a present value of approximately $37,000 to the wife pursuant to a Qualified Domestic Relations Order. The effective date of transfer shall be the date of the dissolution decree. 3. REAL ESTATE a. MARITAL RESIDENCE: The wife cannot afford to maintain the marital home and does not want it transferred to her. Therefore, the wife shall quitclaim her interest in the marital residence to the husband, subject to all existing encumbrances, and the husband sh


CourtListener opinion 3335137

CourtListener opinion 3335137 Machine-draft public headnote: CourtListener opinion 3335137 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 3335137


CourtListener opinion 3335137

QDRO: marital home. He shall pay the mortgage, taxes and insurance on the marital property and hold the plaintiff harmless and indemnified thereon. 5. The plaintiff is to receive 50% of the defendant's pension benefit as of the date of the dissolution by way of a Qualified Domestic Relations Order. The defendant is to transfer one-half of the Savings Plan to the plaintiff as valued through the date of the dissolution. \. . . [U]nder 46b-81 the date of dissolution is the appropriate date on which to value the parties assets. . . .\" Bornemann v. Bornemann


CourtListener opinion 3335137

retirement benefits: ial education programs. When he was 11 years of age she began working part-time holding various positions as a clerk in retail businesses. She expected to start employment in a hairdressing salon after the trial. Today she has no medical insurance, pension or retirement plan related to her own employment. The defendant is employed as a senior manufacturing engineer at Sikorsky where he earns $65,335 per year. He participates in the Sikorsky pension plan for which he ascribes no value on his financial affidavit and the UTC Employee 401K plan which he lists as having a value of $225,000. He had netted $15,000 after withdrawing


CourtListener opinion 3335137

pension: red in special education programs. When he was 11 years of age she began working part-time holding various positions as a clerk in retail businesses. She expected to start employment in a hairdressing salon after the trial. Today she has no medical insurance, pension or retirement plan related to her own employment. The defendant is employed as a senior manufacturing engineer at Sikorsky where he earns $65,335 per year. He participates in the Sikorsky pension plan for which he ascribes no value on his financial affidavit and the UTC Employee 401K plan which he lists as having a value of $225,000. He had netted $15,000


CourtListener opinion 3335137

401(k): ated to her own employment. The defendant is employed as a senior manufacturing engineer at Sikorsky where he earns $65,335 per year. He participates in the Sikorsky pension plan for which he ascribes no value on his financial affidavit and the UTC Employee 401K plan which he lists as having a value of $225,000. He had netted $15,000 after withdrawing from the 401K plan in violation of the automatic orders during the pendency of the action. He retained $12,000 at home in the form of cash and neglected to list that amount on his financial affidavit. In addition to the defendant's pension and 401K plans, the parties


CourtListener opinion 3335206

CourtListener opinion 3335206 Machine-draft public headnote: CourtListener opinion 3335206 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 3335206


CourtListener opinion 3335206

QDRO: etain their respective interest in the condominium #503 (LLL) Kaanapali Shores, Maui, Hawaii. Other Property 1. The defendant shall assign and transfer to the plaintiff $55,000 of his three various pension plans, which transfer shall be made pursuant to a QDRO. The court shall CT Page 1171 retain jurisdiction until said QDRO is approved. In the event the defendant's pensions are non-qualified, the defendant shall transfer to the plaintiff the sum of $55,000 to the plaintiff's plan, or an IRA or comparable plan. Personal Property 1. The parties shall mutually agree as to a division of their personalty and pers


CourtListener opinion 3335206

pension: Street (E.S.S.L.L.) Kailua, Hawaii 2. Each party shall retain their respective interest in the condominium #503 (LLL) Kaanapali Shores, Maui, Hawaii. Other Property 1. The defendant shall assign and transfer to the plaintiff $55,000 of his three various pension plans, which transfer shall be made pursuant to a QDRO. The court shall CT Page 1171 retain jurisdiction until said QDRO is approved. In the event the defendant's pensions are non-qualified, the defendant shall transfer to the plaintiff the sum of $55,000 to the plaintiff's plan, or an IRA or comparable plan. Personal Property 1. The parties shall mutua


CourtListener opinion 3336550

CourtListener opinion 3336550 Machine-draft public headnote: CourtListener opinion 3336550 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 3336550


CourtListener opinion 3336550

QDRO: lue of $262,000 under (G) and the wife lists the value at $58,064.87 under (G) of her affidavit, and her vested and unvested stock options of $23,099, shall all be divided equally between the parties. The attorney for the plaintiff shall prepare any necessary Qualified Domestic Relations Orders to effectuate these transfers. BANK ACCOUNTS The husband shall retain his bank accounts with the Newtown Savings Bank valued at $8600. The wife shall retain her account with Mid-America. ALIMONY The husband shall pay the wife periodic alimony of $1,000 a month. Alimony shall terminate upon the death of either party, the wife's remarriage, or her coha


CourtListener opinion 3336550

pension: which may arise. CONDOMINIUM The wife shall maintain title to the condominium exclusively and hold the husband harmless from any liability relative thereto. DEFERRED COMPENSATION PLAN AND RETIREMENT AND STOCK OPTIONS All of the deferred compensation and pension plans listed in both of their financial affidavits (the husband lists the value of $262,000 under (G) and the wife lists the value at $58,064.87 under (G) of her affidavit, and her vested and unvested stock options of $23,099, shall all be divided equally between the parties. The attorney for the plaintiff shall prepare any necessary Qualified Domestic Rela


CourtListener opinion 3336550

domestic relations order: 2,000 under (G) and the wife lists the value at $58,064.87 under (G) of her affidavit, and her vested and unvested stock options of $23,099, shall all be divided equally between the parties. The attorney for the plaintiff shall prepare any necessary Qualified Domestic Relations Orders to effectuate these transfers. BANK ACCOUNTS The husband shall retain his bank accounts with the Newtown Savings Bank valued at $8600. The wife shall retain her account with Mid-America. ALIMONY The husband shall pay the wife periodic alimony of $1,000 a month. Alimony shall terminate upon the death of either party, the wife's remarriage, or her coha


CourtListener opinion 3337114

CourtListener opinion 3337114 Machine-draft public headnote: CourtListener opinion 3337114 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 3337114

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 3337114

QDRO: pay the sum of $1.00 per year as periodic alimony until the plaintiff's remarriage or the death of either party. 4. The plaintiff is awarded 50% of the defendant's retirement benefit earned while he was employed at General Electric. The court will execute a QDRO approved by the administrator. The drafting shall be done by the plaintiff's attorney and reviewed by the defendant's attorney. 5. The plaintiff and the defendant shall be equally liable for any remaining joint debts incurred on credit cards, and each shall indemnify the other for any payments that have exceeded 50% of the total debt, but only after the c


CourtListener opinion 3337114

retirement benefits: storage, are awarded to the plaintiff as her sole property. 3. The defendant is ordered to pay the sum of $1.00 per year as periodic alimony until the plaintiff's remarriage or the death of either party. 4. The plaintiff is awarded 50% of the defendant's retirement benefit earned while he was employed at General Electric. The court will execute a QDRO approved by the administrator. The drafting shall be done by the plaintiff's attorney and reviewed by the defendant's attorney. 5. The plaintiff and the defendant shall be equally liable for any remaining joint debts incurred on credit cards, and each shall indemnify the other


CourtListener opinion 3338056

CourtListener opinion 3338056 Machine-draft public headnote: CourtListener opinion 3338056 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 3338056

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 3338056

QDRO: ntinuing, alimony shall increase to $350.00 per week and shall be payable until the earliest to occur of the following events: the death of either of the parties, the CT Page 604 plaintiff's remarriage or the date that the plaintiff receives payment under the Qualified Domestic Relations Order at which time alimony shall terminate. 1


CourtListener opinion 3338056

domestic relations order: alimony shall increase to $350.00 per week and shall be payable until the earliest to occur of the following events: the death of either of the parties, the CT Page 604 plaintiff's remarriage or the date that the plaintiff receives payment under the Qualified Domestic Relations Order at which time alimony shall terminate. 1


CourtListener opinion 3338233

CourtListener opinion 3338233 Machine-draft public headnote: CourtListener opinion 3338233 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 3338233


CourtListener opinion 3338233

QDRO: m the date of this decree, and shall be taxable to wife and deductible to husband for state and federal income tax purposes. The periodic alimony payments shall be secured by an immediate wage execution. The husband shall transfer to the wife, by means of a Qualified Domestic Relations Order (QDRO) or other appropriate instrument, forty (40%) percent of his present interest in his state employment retirement/pension plan. The wife shall irrevocably designate the husband survivor beneficiary of her interest; he shall irrevocably designate her as survivor beneficiary of his remaining interest. The irrevocable CT Page 8716 designations shall termi


CourtListener opinion 3338233

retirement benefits: mortgage balance of about $2,600, leaving an equity of $147,600. In addition to the dwelling, and the lot on which it stands, are an additional 60 acres more or less. The husband has two vehicles, with a total equity of $500, $900 in the bank and a pension/retirement plan through his state employment which would provide him with $480 per month if he retired at age 62 (February 1, 1994), which he does not plan to do, and $625 per month at age 65. He may also be eligible for disability retirement at 60 percent of his annual salary should he be determined to be disabled. The husband shows $3,393 in liabilities on his financial


CourtListener opinion 3338233

pension: , less a mortgage balance of about $2,600, leaving an equity of $147,600. In addition to the dwelling, and the lot on which it stands, are an additional 60 acres more or less. The husband has two vehicles, with a total equity of $500, $900 in the bank and a pension/retirement plan through his state employment which would provide him with $480 per month if he retired at age 62 (February 1, 1994), which he does not plan to do, and $625 per month at age 65. He may also be eligible for disability retirement at 60 percent of his annual salary should he be determined to be disabled. The husband shows $3,393 in liabilities o


CourtListener opinion 3338233

domestic relations order: of this decree, and shall be taxable to wife and deductible to husband for state and federal income tax purposes. The periodic alimony payments shall be secured by an immediate wage execution. The husband shall transfer to the wife, by means of a Qualified Domestic Relations Order (QDRO) or other appropriate instrument, forty (40%) percent of his present interest in his state employment retirement/pension plan. The wife shall irrevocably designate the husband survivor beneficiary of her interest; he shall irrevocably designate her as survivor beneficiary of his remaining interest. The irrevocable CT Page 8716 designations shall termi


CourtListener opinion 3338238

CourtListener opinion 3338238 Machine-draft public headnote: CourtListener opinion 3338238 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 3338238


CourtListener opinion 3338238

QDRO: AND TO PARTIALLY VACATE THIS COURT'S AUGUST 17, 1995 ORDER This matter is before the court on Eugene Murphy's motions for reconsideration and to partially vacate the court's August 17, 1995 decision, that ordered Mr. Murphy and Frances Murphy to enter into a Qualified Domestic Relations Order (QDRO). The issue presented by Mr. Murphy's moving papers is whether this court has the ability to order the parties to enter into a QDRO, based on the 1985 dissolution order entered by Judge Ryan in accordance with the parties' separation agreement. Based on the testimony and arguments presented on November 17, 1995, the court reaffirms and republishes i


CourtListener opinion 3338238

pension: 17, 1995 decision, the court, after determining that the separation agreement was ambiguous, applied contractual construction principles to the document to find that Ms. Murphy CT Page 13391 was entitled to the status of a full beneficiary under Mr. Murphy's pension. Subsequent to the court's decision, the parties suggested that Ms. Murphy is entitled to only a 50 percent joint and survivor annuity under 26 U.S.C. § 417 (b)(1), since that percentage was all that the parties had bargained for in the separation agreement. Recognizing that the record was devoid of any evidence suggesting this fact, the court, on Nove


CourtListener opinion 3338238

ERISA: tions at the time they executed the separation agreement. From that hearing, the court has gleaned that the intention of the parties was that Ms. Murphy be considered a 50 percent beneficiary of the joint and survivor annuity maintained by Mr. Murphy. Under ERISA, a QDRO \`creates or recognizes the existence of


CourtListener opinion 3338238

domestic relations order: TIALLY VACATE THIS COURT'S AUGUST 17, 1995 ORDER This matter is before the court on Eugene Murphy's motions for reconsideration and to partially vacate the court's August 17, 1995 decision, that ordered Mr. Murphy and Frances Murphy to enter into a Qualified Domestic Relations Order (QDRO). The issue presented by Mr. Murphy's moving papers is whether this court has the ability to order the parties to enter into a QDRO, based on the 1985 dissolution order entered by Judge Ryan in accordance with the parties' separation agreement. Based on the testimony and arguments presented on November 17, 1995, the court reaffirms and republishes i


CourtListener opinion 3338763

CourtListener opinion 3338763 Machine-draft public headnote: CourtListener opinion 3338763 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 3338763

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 3338763

QDRO: o the judgment. The agreement resolved all issues, including custodial and financial matters between the parties, and apparently was approximately an equal division of assets. The defendant, however, refused to adhere to the agreement. He would not sign the QDRO papers until specifically ordered to do so by the Court following a contempt motion. In July 1998 (almost three years after the judgment) he moved to open the judgment claiming the plaintiff fraudulently concealed her intention to remarry and also claiming a mutual mistake in the agreement. His motion was denied, and he then unsuccessfully appealed from


CourtListener opinion 3338763

pension: ght well remarry and, in fact the defendant has himself CT Page 6165 remarried since the dissolution. Whether it was within two or three months or years would seem to have little, if any, significance. The defendant's income is $790 weekly from a disability pension. He has no other liquid assets but does still maintain an equity interest in the family home together with his ex-wife. (She holds a $40,000 mortgage), but the defendant's equity interest has an approximate worth of $45,000. The plaintiffs net weekly income is approximately $500 weekly from her job and pension award and her equity interest in the family h


CourtListener opinion 3341299

CourtListener opinion 3341299 Machine-draft public headnote: CourtListener opinion 3341299 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 3341299


CourtListener opinion 3341299

QDRO: financial affidavit dated March 5, 1996 states his monthly net income to be $3,248.00. He failed a Captain's exam recently. The defendant may elect retirement at half pay after twenty years of service, (Plaintiff's Exhibit #4). The pension is not subject to a QDRO, 29 U.S.C. § 1003 (b)(1). He has contributed to the plan a total of $39,000.00 to the time of trial in March, 1996. CT Page 4213-KK The court has concluded that the marriage eroded during early 1993 and had broken down irretrievably by the Spring of 1993 when the plaintiff stated she wanted a divorce. The marriage was of eight years duration. The cau


CourtListener opinion 3341299

pension: xhibit #2). The defendant's financial affidavit dated March 5, 1996 states his monthly net income to be $3,248.00. He failed a Captain's exam recently. The defendant may elect retirement at half pay after twenty years of service, (Plaintiff's Exhibit #4). The pension is not subject to a QDRO, 29 U.S.C. § 1003 (b)(1). He has contributed to the plan a total of $39,000.00 to the time of trial in March, 1996. CT Page 4213-KK The court has concluded that the marriage eroded during early 1993 and had broken down irretrievably by the Spring of 1993 when the plaintiff stated she wanted a divorce. The marriage was of eigh


CourtListener opinion 3341620

CourtListener opinion 3341620 Machine-draft public headnote: CourtListener opinion 3341620 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 3341620

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 3341620

QDRO: y between the parties. 2. The stock holdings shall be split equally between the parties. 3. The plaintiff is awarded a 50% interest in both of the defendant's pensions, i.e., in U.S. Steel Corporation and Metro North. Plaintiff's counsel will prepare the \QDRO's\".


CourtListener opinion 3342797

CourtListener opinion 3342797 Machine-draft public headnote: CourtListener opinion 3342797 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 3342797


CourtListener opinion 3342797

QDRO: t $150. per week as alimony. The present arrearage of $180. is to be paid forthwith. 4. The defendant receive a 40% interest in the plaintiff's pension with the New Haven Police Department. Counsel for the CT Page 4706 defendant shall prepare the necessary \QDRO\" documentation to accomplish this purpose.


CourtListener opinion 3342797

pension: ew Haven could be retained to provide these parties with supplemental income as they get older. The parties have not signified their interest in such a proposal. The court notes the wide disparity of income in favor of the plaintiff and his vested municipal pension plan. The defendant has nothing for her elder years. The parties will soon be in their fifties. The defendant's residence at Judson Avenue is badly in need of repair. It is therefore ordered that: 1. The plaintiff convey to the defendant all of his right, title and interest in and to the real property located at and known as 66 Judson Avenue, New Haven,


CourtListener opinion 3343623

CourtListener opinion 3343623 Machine-draft public headnote: CourtListener opinion 3343623 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 3343623


CourtListener opinion 3343623

QDRO: ed on December 13, 1993, the husband had $92,314.91 and the wife had $19,798.71 vested in their respective teacher pension accounts. The court ordered the husband to assign to the wife the amount necessary to equalize them as of the date of judgment through a Qualified Domestic Relations Order (QDRO). It was the court's intention to have the Teachers Retirement Board transfer a sum certain from the husband's account to the wife's account so that both accounts would be equalized as of the date of judgment. In short, the court intended for the Teachers Board to transfer $36,257.62 (.392764) from the husband's account to the wife's account so that e


CourtListener opinion 3343623

pension: OPEN JUDGMENT On January 19, 1994, this court granted the above motion for the limited purpose of clarification of two orders entered in a judgment of dissolution entered on December 13, 1993 (Petroni, J.): 1. equalization of the plaintiff's (wife) teachers pension account, and, 2. a credit of $16,000.00 to plaintiff (wife) from the defendant's share of the equity in the marital home. At the hearing on January 19, 1994, the defendant husband conceded a $13,000.00 credit for a gift made to a friend from a $45,000.00 home equity loan which he alone obtained. His attorney argued that $3,000.00 was used for their daug


CourtListener opinion 3343623

domestic relations order: mber 13, 1993, the husband had $92,314.91 and the wife had $19,798.71 vested in their respective teacher pension accounts. The court ordered the husband to assign to the wife the amount necessary to equalize them as of the date of judgment through a Qualified Domestic Relations Order (QDRO). It was the court's intention to have the Teachers Retirement Board transfer a sum certain from the husband's account to the wife's account so that both accounts would be equalized as of the date of judgment. In short, the court intended for the Teachers Board to transfer $36,257.62 (.392764) from the husband's account to the wife's account so that e


CourtListener opinion 3344362

CourtListener opinion 3344362 Machine-draft public headnote: CourtListener opinion 3344362 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 3344362

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 3344362

QDRO: ffidavits (Plaintiff's Exhibits 2, 3, 4) are valued at about $252,952.29, and the wife lists a value of $7,017 on her plan. These plans shall be divided equally between the parties. The attorney for the plaintiff may retain an actuary to prepare any necessary Qualified Domestic Relations Orders (QDRO) to effectuate these transfers. Any fee required to prepare the QDROs shall be shared equally by the parties. The court shall retain jurisdiction until said QDROs are approved by the court. 3. Custody, Child Support and Visitation The parties shall have joint legal custody of their minor daughter, Sarah Makin, with the physical residence of the m


CourtListener opinion 3344362

retirement benefits: he is fifty. They are both able to work full-time. The court finds no need to award periodic alimony to either party. However, a nominal award of $1 a year is granted to both parties. The other principal assets from the marriage are the parties' pension and retirement plans. The plaintiff lists a total value of $7,017 on her financial affidavit, and the current total value of his plans are approximately $252,952.29. (See Plaintiff's Exhibits 2, 3, 4.) Based on the length of the marriage, and after considering all the other criteria in § 46b-81 of the Connecticut General Statutes (property division statute), § 46b-


CourtListener opinion 3344362

pension: s old, and she is fifty. They are both able to work full-time. The court finds no need to award periodic alimony to either party. However, a nominal award of $1 a year is granted to both parties. The other principal assets from the marriage are the parties' pension and retirement plans. The plaintiff lists a total value of $7,017 on her financial affidavit, and the current total value of his plans are approximately $252,952.29. (See Plaintiff's Exhibits 2, 3, 4.) Based on the length of the marriage, and after considering all the other criteria in § 46b-81 of the Connecticut General Statutes (property division s


CourtListener opinion 3344362

401(k): skills and currently holds a responsible full-time position in marketing for the APDC Construction Company in Southbury, Connecticut. On his current financial affidavit, the defendant earns a net weekly income of $638, but he should add $69 per week for his 401K, giving him a net weekly income of $707. The plaintiff's net weekly income is shown on her financial affidavit to be $730.57 per week. His weekly expenses are shown to be $1,029 per week, and hers are $1,184.70. At the present time, their net weekly income and expenses are about the same, and both have been working full-time. CT Page 15316 From their fede


CourtListener opinion 3344516

CourtListener opinion 3344516 Machine-draft public headnote: CourtListener opinion 3344516 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 3344516


CourtListener opinion 3344516

QDRO: e Acorn Fund to belong to the now adult children exclusively; that the plaintiff should pay to the defendant $5,000.00 within 60 days payable through counsel; that the defendant should receive from the plaintiffs General Dynamics SSIP the sum of $63,000.00 by Qualified Domestic Relations Order; that the plaintiff should retain as his separate property the balance of the monies in the General Dynamics SSIP in the approximate amount of $125,000.00. Also, the plaintiff should retain the Dreyfus IRA in the amount of $36,000.00, a certain Mercedes Benz automobile, cash value of USAA life insurance policy in the amount of $28,000.00. The judgment dir


CourtListener opinion 3344516

pension: mount of $125,000.00. Also, the plaintiff should retain the Dreyfus IRA in the amount of $36,000.00, a certain Mercedes Benz automobile, cash value of USAA life insurance policy in the amount of $28,000.00. The judgment directed that the plaintiffs military pension should be divided equally with the defendant. It also provided that the plaintiffs Electric Boat/General Dynamics pension and its monthly accrued benefits should be divided equally with the defendant as of the September 26, 1996 value. The defendant shall be designated as surviving spouse of the joint survivor annuity as well as the pre-retirement death ben


CourtListener opinion 3344516

domestic relations order: nd to belong to the now adult children exclusively; that the plaintiff should pay to the defendant $5,000.00 within 60 days payable through counsel; that the defendant should receive from the plaintiffs General Dynamics SSIP the sum of $63,000.00 by Qualified Domestic Relations Order; that the plaintiff should retain as his separate property the balance of the monies in the General Dynamics SSIP in the approximate amount of $125,000.00. Also, the plaintiff should retain the Dreyfus IRA in the amount of $36,000.00, a certain Mercedes Benz automobile, cash value of USAA life insurance policy in the amount of $28,000.00. The judgment dir


CourtListener opinion 3344516

survivor benefits: ided equally with the defendant. It also provided that the plaintiffs Electric Boat/General Dynamics pension and its monthly accrued benefits should be divided equally with the defendant as of the September 26, 1996 value. The defendant shall be designated as surviving spouse of the joint survivor annuity as well as the pre-retirement death benefits for the entire benefit as of September 26, 1996. The judgment went on to provide that the plaintiff shall pay alimony to the defendant in the amount of $300.00 per week to terminate upon her death, her remarriage or in the event of a modification on further order of the court. CT Pag


CourtListener opinion 3345063

CourtListener opinion 3345063 Machine-draft public headnote: CourtListener opinion 3345063 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 3345063


CourtListener opinion 3345063

QDRO: t of said COBRA insurance coverage shall be born solely by the defendant. 9. Retirement Benefits. The plaintiff shall transfer to the wife one half of the value of any retirement or annuity benefit plan accrued value to the date of this judgment by way of a Qualified Domestic Relations Order. Said order shall be prepared CT Page 1750 by counsel for the defendant with the assistance of counsel for the plaintiff within 20 days of the date of this judgment. 10. Counsel Fees. Each party shall pay his or her respective counsel fees. 11. Loan from Betsaida. The defendant shall pay the $5,000.00 owed to Desmeris Matos and hold the plaintiff harmle


CourtListener opinion 3345063

retirement benefits: f employment as provided by COBRA. The plaintiff is ordered to notify his employer and sign any documents necessary to effectuate COBRA insurance coverage for the defendant. The cost of said COBRA insurance coverage shall be born solely by the defendant. 9. Retirement Benefits. The plaintiff shall transfer to the wife one half of the value of any retirement or annuity benefit plan accrued value to the date of this judgment by way of a Qualified Domestic Relations Order. Said order shall be prepared CT Page 1750 by counsel for the defendant with the assistance of counsel for the plaintiff within 20 days of the date of this judgme


CourtListener opinion 3345063

domestic relations order: COBRA insurance coverage shall be born solely by the defendant. 9. Retirement Benefits. The plaintiff shall transfer to the wife one half of the value of any retirement or annuity benefit plan accrued value to the date of this judgment by way of a Qualified Domestic Relations Order. Said order shall be prepared CT Page 1750 by counsel for the defendant with the assistance of counsel for the plaintiff within 20 days of the date of this judgment. 10. Counsel Fees. Each party shall pay his or her respective counsel fees. 11. Loan from Betsaida. The defendant shall pay the $5,000.00 owed to Desmeris Matos and hold the plaintiff harmle


CourtListener opinion 3345626

CourtListener opinion 3345626 Machine-draft public headnote: CourtListener opinion 3345626 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 3345626


CourtListener opinion 3345626

QDRO: affidavits, and shall hold the other harmless from any liabilities set forth therein or any liabilities in connection with the jointly owned assets ordered assigned to the other party. 9. The court shall retain jurisdiction to enter such orders, including \Qualified Domestic Relations Orders\" as may be necessary in order to effectuate the provisions of the judgment.


CourtListener opinion 3345626

pension: anning advice from a financial advisor without regard to the individual contribution of the parties to the particular asset acquired. In addition to these assets, the parties have acquired by reason of their respective employment positions and income, certain pension CT Page 14015 benefits, IRA and 401K plans, an annuity and CD, checking accounts, stocks and automobiles, all held individually and to which neither party has made any direct claim. At the hearing of November 21, 1997, the plaintiff alleged and the defendant admitted that on one occasion he had placed his hands around the plaintiff's neck and threatened t


CourtListener opinion 3345626

401(k): ithout regard to the individual contribution of the parties to the particular asset acquired. In addition to these assets, the parties have acquired by reason of their respective employment positions and income, certain pension CT Page 14015 benefits, IRA and 401K plans, an annuity and CD, checking accounts, stocks and automobiles, all held individually and to which neither party has made any direct claim. At the hearing of November 21, 1997, the plaintiff alleged and the defendant admitted that on one occasion he had placed his hands around the plaintiff's neck and threatened to burn their house with the plaintiff


CourtListener opinion 3345626

domestic relations order: s, and shall hold the other harmless from any liabilities set forth therein or any liabilities in connection with the jointly owned assets ordered assigned to the other party. 9. The court shall retain jurisdiction to enter such orders, including \Qualified Domestic Relations Orders\" as may be necessary in order to effectuate the provisions of the judgment.


CourtListener opinion 3345867

CourtListener opinion 3345867 Machine-draft public headnote: CourtListener opinion 3345867 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 3345867

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 3345867

QDRO: ll hear the parties on the issue of an immediate wage withholding if the defendant objects to it, § 52-362 (b). 3. The plaintiff is awarded 50% the defendant's IBM Retirement Plan. The attorneys for both parties are directed to cooperate in preparing a QDRO as outlined in plaintiff's Exhibit 7. The court retains jurisdiction to execute the final formal CT Page 7950 order. 4. The plaintiff is awarded 50% of the defendant's TDSP 401(k) account. A QDRO shall be prepared if required as outlined in paragraph 3 supra. 5. The plaintiff is awarded 363 shares of the defendant's IBM stock. The defendant shall retain


CourtListener opinion 3345867

retirement benefits: ling $16,500; his TDSP 401k account, containing $149,681 as of December 31, 2000; 725 shares of IBM stock (closing at $117.25 on 6/7/01) worth $85,006; a checking account containing $1,200 and a vested defined benefit pension containing two components, a core retirement benefit paid only on a monthly basis as a life annuity and a personal retirement provision (PRP) which may be received in a single lump sum or in a lifetime monthly payments upon retirement, (plaintiff's Exhibit 7). IBM provided the following estimates as of April 1, 2001. The defendant is retirement eligible and is entitled to receive $2669.68 monthly now upon imm


CourtListener opinion 3345867

pension: nt consist of stocks and mutual funds totaling $16,500; his TDSP 401k account, containing $149,681 as of December 31, 2000; 725 shares of IBM stock (closing at $117.25 on 6/7/01) worth $85,006; a checking account containing $1,200 and a vested defined benefit pension containing two components, a core retirement benefit paid only on a monthly basis as a life annuity and a personal retirement provision (PRP) which may be received in a single lump sum or in a lifetime monthly payments upon retirement, (plaintiff's Exhibit 7). IBM provided the following estimates as of April 1, 2001. The defendant is retirement eligible and


CourtListener opinion 3345867

401(k): ed to each party, with court approval. The remaining balance still being held, listed on the plaintiff's financial affidavit, is $48,268. The defendant has a pending purchase of a condominium unit. The defendant has purchased a coop and has paid off the TDSP (401k) loan of approximately $17,000 with part of the marital home proceeds given to him. He had sold 600 shares of IBM stock, after this action was commenced, with his wife's knowledge and approval, and applied the proceeds to reduction of the credit union loan. He purchased an auto, after this suit commenced, which he values on his financial affidavit as worth $


CourtListener opinion 3347225

CourtListener opinion 3347225 Machine-draft public headnote: CourtListener opinion 3347225 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 3347225

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


CourtListener opinion 3347225

QDRO: he defendant's retirement including his pension. Since the plaintiff will remain the legal wife of the defendant, the court assumes her spousal interest, whatever it may be, is unaffected. In any event, the court cannot entertain the plaintiff's request for a QDRO absent any evidence, cf, Lake v. Lake . 49 App. 89. The plaintiff also requests a life insurance policy be obtained by the defendant. The Lake case holding prevents the court from entertaining such request. The defendant does list a $6,000 term life insurance policy. The court elects to enter no order regarding it. The court with his employment earnings in


CourtListener opinion 3347225

pension: t at Chase Manhattan, 400 shares of Bristol Myers Squibb valued by the defendant at $38,5331.31. U.S. Savings Bonds valued at $3,500, the building lot 50% interest, a 1986 Plymouth for $500 and household furniture valued at $3,000. No value os assigned to his pension. No evidence was introduced by either party concerning the particulars of the defendant's retirement including his pension. Since the plaintiff will remain the legal wife of the defendant, the court assumes her spousal interest, whatever it may be, is unaffected. In any event, the court cannot entertain the plaintiff's request for a QDRO absent any eviden


CourtListener opinion 3348061

CourtListener opinion 3348061 Machine-draft public headnote: CourtListener opinion 3348061 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 3348061


CourtListener opinion 3348061

QDRO: s awarded the 1994 Nissan shown on the defendant's financial affidavit. 2. All of the various pension and retirement accounts and plans of both parties are ordered equally divided. The parties are ordered to equally share the costs of the preparation of all Qualified Domestic Relations Orders and Domestic Relations Orders necessary to accomplish the same . . . The plans to be divided are as follows: (a) The defendant has a Connecticut Teacher's Retirement Plan Defined Benefit Annuity Form. Lump distribution is not available. This is ordered equally divided. (b) The defendant has a TSA $ 48,925.00 The defendant has a Zenith Fund $ 48,107


CourtListener opinion 3348061

retirement benefits: ERS 1. The 1991 Mazda and 1997 Nissan Altima motor vehicles shown on the plaintiff's financial affidavit are awarded to the plaintiff. The defendant is awarded the 1994 Nissan shown on the defendant's financial affidavit. 2. All of the various pension and retirement accounts and plans of both parties are ordered equally divided. The parties are ordered to equally share the costs of the preparation of all Qualified Domestic Relations Orders and Domestic Relations Orders necessary to accomplish the same . . . The plans to be divided are as follows: (a) The defendant has a Connecticut Teacher's Retirement Plan Defined Benefit


CourtListener opinion 3348061

pension: PROPERTY ORDERS 1. The 1991 Mazda and 1997 Nissan Altima motor vehicles shown on the plaintiff's financial affidavit are awarded to the plaintiff. The defendant is awarded the 1994 Nissan shown on the defendant's financial affidavit. 2. All of the various pension and retirement accounts and plans of both parties are ordered equally divided. The parties are ordered to equally share the costs of the preparation of all Qualified Domestic Relations Orders and Domestic Relations Orders necessary to accomplish the same . . . The plans to be divided are as follows: (a) The defendant has a Connecticut Teacher's Retirement


CourtListener opinion 3348061

domestic relations order: the 1994 Nissan shown on the defendant's financial affidavit. 2. All of the various pension and retirement accounts and plans of both parties are ordered equally divided. The parties are ordered to equally share the costs of the preparation of all Qualified Domestic Relations Orders and Domestic Relations Orders necessary to accomplish the same . . . The plans to be divided are as follows: (a) The defendant has a Connecticut Teacher's Retirement Plan Defined Benefit Annuity Form. Lump distribution is not available. This is ordered equally divided. (b) The defendant has a TSA $ 48,925.00 The defendant has a Zenith Fund $ 48,107


CourtListener opinion 3348655

CourtListener opinion 3348655 Machine-draft public headnote: CourtListener opinion 3348655 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 3348655

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 3348655

QDRO: n the parties. Each party shall pay his or her share of capital gains tax, if any, incurred as a result of the sale. 5. Other Assets The brokerage accounts and deferred assets of the parties shall be equally divided between them. The cost of preparing any Qualified Domestic Relations Order shall be shared equally. The assets shall be valued as of May 3 1, 2000 together with all interest accruing thereon until the date of distribution. Each party shall retain any other bank accounts in his or her sole name. Each party shall retain, whether in a sole account or otherwise, the $30,000 each of them withdrew pursuant to the parties' stipulation da


CourtListener opinion 3348655

domestic relations order: ies. Each party shall pay his or her share of capital gains tax, if any, incurred as a result of the sale. 5. Other Assets The brokerage accounts and deferred assets of the parties shall be equally divided between them. The cost of preparing any Qualified Domestic Relations Order shall be shared equally. The assets shall be valued as of May 3 1, 2000 together with all interest accruing thereon until the date of distribution. Each party shall retain any other bank accounts in his or her sole name. Each party shall retain, whether in a sole account or otherwise, the $30,000 each of them withdrew pursuant to the parties' stipulation da


CourtListener opinion 3349292

CourtListener opinion 3349292 Machine-draft public headnote: CourtListener opinion 3349292 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 3349292

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 3349292

QDRO: , and the defendant's IRA shall be totaled as of the day of entry of judgment and each account shall be divided equally, if the parties cannot agree on a reallocation which will bring about the same result. The court retains jurisdiction to sign any necessary QDRO's. Counsel for the defendant is directed to draft same. 8. The plaintiff shall retain as her sole property the present contents of the marital home. The defendant shall retain the items removed from the home that are now in his possession as his sole property. 9. The parties shall otherwise retain their remaining assets as their sole property respective


CourtListener opinion 3349292

pension: f resumed full time employment as an instructor for the State of Connecticut Practical Nurse Education Program, starting with $32,500.00 base pay. She has a provisional certification for three years, and is currently in the second year. She will have a vested pension after ten years of continuous employment. She is currently in step five of group 1 for full time teachers, earning $35,757.00 annually or $685.00 weekly gross and $438.00 net, (cf. Plaintiff's Exhibits #3 and #4). The defendant received a B.S. degree in electrical engineering and an M.S. degree in accounting. He holds a N.Y. State C.P.A. license. His init


CourtListener opinion 3349292

401(k): n joined Amex to eliminate the rigors of travel. He currently is employed by Staveley, Inc., in Norwalk as manager of financial services earning $87,740.00 CT Page 5592 annually gross and $5,000.00 monthly net of taxes but prior to $516.54 deducted to repay a 401(k) loan. He is also furnished a leased auto which his employer values at $7,314.00 annually and which is considered to be additional income to the defendant. The defendant's net weekly income is $1,163.00 plus the auto provided which is an additional $140.00 weekly. The defendant's net weekly disposable income is also augmented by a bonus averaging $80.00 we


CourtListener opinion 3349665

CourtListener opinion 3349665 Extracted reporter citation: 459 A.2d 523. Machine-draft public headnote: CourtListener opinion 3349665 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 3349665


CourtListener opinion 3349665

QDRO: whatever documents are necessary for the title to the vehicle to be in the plaintiff's name only. 11. All bank accounts shown on the plaintiff's financial affidavit are awarded to the plaintiff. 12. The plaintiff is ordered to transfer to the defendant by QDRO 50 percent of her interest in her City of Danbury pension plan. 13. The IRA shown on the plaintiff's financial affidavit in the amount of $1,913.75 is awarded to the plaintiff. 14. The IRA shown on the defendant's financial affidavit with a balance of $55,724.58 is ordered divided equally between the parties by QDRO. 15. The MasterCard liability is or


CourtListener opinion 3349665

retirement benefits: paid as of October 10, 1996. The plaintiff would be entitled to social security benefits at a reduced amount at age sixty-two of $395 per month. The social security benefit at her full retirement age of sixty-five and four months would be $545 per month. Her retirement benefit at age seventy would be $765 per month. She would also be entitled to monthly disability benefits of about $480 per month. She is also entitled to survivor benefits when the defendant reaches full retirement age of $495 per month. She has a pension/retirement plan through the City of Danbury. That plan would pay her a monthly benefit at age sixty-five of $1


CourtListener opinion 3349665

pension: retirement benefit at age seventy would be $765 per month. She would also be entitled to monthly disability benefits of about $480 per month. She is also entitled to survivor benefits when the defendant reaches full retirement age of $495 per month. She has a pension/retirement plan through the City of Danbury. That plan would pay her a monthly benefit at age sixty-five of $1075. It is a defined pension plan. The defendant was born on August 30, 1933. The defendant has a hearing problem and also suffers from Lupus. The defendant was employed by American National Can Corporation between 1966 and 1995, except for one ye


CourtListener opinion 3349665

401(k): CT Page 9295 1, 1995. He has deductions from his disability income for federal taxes of $89 per week, life insurance of $5 per week, and dependency insurance of $1 per week. His financial affidavit of October 9, 1996, shows a deduction of $121 per week for a 401K loan. No such deduction is being made from his disability income. The defendant has the right to withdraw funds from his 401K as a matter of right as of November 30, 1997. He purchased his 1994 Chevrolet pickup truck on November 5, 1994. He did not tell the plaintiff that he was purchasing that vehicle. The total sale price was $24,995. He received a trad


CourtListener opinion 3350508

CourtListener opinion 3350508 Machine-draft public headnote: CourtListener opinion 3350508 is included in the LexyCorpus QDRO sample set as a public CourtListener opinion with relevance to family-law retirement/property division context. 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 3350508

Draft retrieval summary: this opinion has QDRO relevance score 1/5, 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 3350508

opening text: [EDITOR'S NOTE: This case is unpublished as indicated by the issuing court.] MEMORANDUM OF DECISION This is an administrative appeal under UAPA C.G.S. 4-166 , et seq. CT Page 3048 Plaintiff is the son of an incompetent person appealing the decision of a Fair Hearing Officer designated by the Commissioner of Income Maintenance under C.G.S. 17-2a. The question at issue is whether the sum of $800.00 per month which is paid as alimony under a Superior Court decree can lawfully be deducted from his father's income for Title XIX purposes. Plaintiff's parents were married in 1947. In 1983 his father was diagnosed as having Alzheimer's disease which he still has and for which, with other infirm


CourtListener opinion 3352168

CourtListener opinion 3352168 Machine-draft public headnote: CourtListener opinion 3352168 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 3352168


CourtListener opinion 3352168

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 3352168

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