New York Separation Agreement Template

SUPREME COURT OF THE STATE OF NEW YORK
COUNTY OF
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Plaintiff,
Index No.:
- against Part No.:
Defendant.
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PRELIMINARY CONFERENCE STIPULATION/ORDER
CONTESTED MATRIMONIAL
PRESIDING: Hon.
Justice of the Supreme Court
The parties and counsel have appeared before this Court on
preliminary conference on this matter held pursuant to 22 NYCRR §202.16.
at a
The Court has received a copy of:
Plaintiff
Defendant
(Date Filed OR To Be Filed)
(1)
A sworn statement of net worth as of date of
commencement of the action.
(2)
A signed copy of each party’s attorney’s
retainer agreement:
A.
BACKGROUND INFORMATION:
(1)
Attorneys for Plaintiff:
Attorneys for Defendant:
Phone:
Phone:
Fax:
Fax:
Email:
Email:
(2)
Summons:
Date filed:
(3)
Date of marriage:
Date served:
page 2.
(4)
(5)
Name(s) and date(s) of birth of child(ren):
Name:
DOB:
Name:
DOB:
Name:
DOB:
Name:
DOB:
Name:
DOB:
Name:
DOB:
An Order of Protection has been issued against (NOTE: Attach copy of order(s)):
Plaintiff:
YES
NO
Order:
Issue Date
Court County
Currently Outstanding:
Index/Docket Number
Court Type
YES
NO
Issue Date
Court County
Currently Outstanding:
Court Type
YES
NO
The following other orders are outstanding (NOTE: Attach copy of order(s)):
Order 1:
Order 2:
Index/Docket Number
Order Date
Issuing Court: Albany
Court County
Index/Docket Number
Order Date
Issuing Court: Albany
Court Type
Issue Addressed:
Court County
Court Type
Issue Addressed:
Order 3:
Order 4:
Index/Docket Number
Order Date
Issuing Court: Albany
Court County
Index/Docket Number
Order Date
Issuing Court: Albany
Court Type
Issue Addressed:
Court County
Court Type
Issue Addressed:
Order 5:
Order 6:
Index/Docket Number
Order Date
Issuing Court: Albany
Court County
Issue Addressed:
(8)
NO
Issuing Court: Albany
Issuing Court: Albany
(7)
YES
Order:
Index/Docket Number
(6)
Defendant:
Index/Docket Number
Order Date
Issuing Court: Albany
Court Type
Court County
Court Type
Issue Addressed:
is requesting a translator in the
language.
Premarital, Marital or Separation Agreements asserted:
State the nature of each agreement and the date of the agreement
Any challenge shall be asserted no later than
.
page 3.
B.
GROUNDS FOR DIVORCE:
The issue of fault is:
resolved
unresolved
If the issue of grounds is resolved:
The parties agree that
will proceed on an uncontested basis
to obtain a divorce on the grounds of DRL § 170(1) cruel and inhuman treatment
.
If the issue of grounds is unresolved:
A trial of this issue shall be held on
is OR
is not requested.
C.
, and a jury
CUSTODY:
(1) The issue of custody is:
resolved
unresolved
(2) The issue of parenting time is:
resolved
unresolved
(3) The issues relating to decision-making are:
resolved
unresolved
If custody issues, including parenting time and decision-making, are resolved:
The parties are to submit a stipulated parenting plan no later than
.
If any custody issue, including parenting time and decision-making, is unresolved:
Each party is to serve and submit a proposed parenting plan no later than
.
After receipt of the parenting plans, if the parties do not notify the Court that all issues related
to custody are resolved, a conference shall be held on
at which time the Court
shall determine the need for an attorney for the child / guardian ad litem and/or a forensic
evaluation and set a schedule for resolving all issues relating to custody.
Any appointment of an attorney for the child / guardian ad litem or forensic evaluator shall be
by separate order which shall designate the attorney for the child appointed, the manner of
payment, source of funds for payment and each party’s responsibility for such payment.
D. FINANCIAL:
(1) Maintenance is:
resolved
unresolved
(2) Child Support is:
resolved
unresolved
(3) Equitable Distribution is:
resolved
unresolved
E. OTHER:
List all other causes of action and ancillary relief issues that are unresolved.
_________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
_______________________________________________________________________________
Any issues not specifically listed in this Stipulation as unresolved may not be raised in this
action unless good cause is shown.
page 4.
Parent Education:
The Court:
has provided information as to parent education.
has taken no action with respect to parent education.
hereby orders the parties to attend parent education.
Alternate Dispute Resolution/Mediation:
The parties
are OR
are not aware of the existence of alternate dispute resolution
methods of resolving their matrimonial action, including, but not limited to, mediation and
collaborative lawyering.
F. PENDENTE LITE RELIEF:
With respect to pendente lite applications, the Court hereby directs or the parties stipulate that:
G. DISCOVERY:
1. Preservation of Evidence:
(a) Financial Records: Each party shall maintain all financial records in his or her possession
through the date of the entry of a judgment of divorce.
(b) Electronic Evidence: For the relevant periods relating to the issues in this litigation, each
party shall maintain and preserve all electronic files, other data generated by and/or stored
on the party’s computer system(s) and storage media (i.e. hard disks, floppy disks, backup
tapes), or other electronic data. Such items include, but are not limited to, e-mail and other
electronic communications, word processing documents, spreadsheets, data bases,
calendars, telephone logs, contact manager information, internet usage files, offline storage
or information stored on removable media, information contained on laptops or other
portable devices and network access information.
page 5.
2. Document Production:
(a) No later than 45 days after the date of this Order, the parties shall exchange the following
records for the following periods (check if needed):
Time Period
Federal, state and local tax returns, including all schedules, K-1's,
1099's, W-2's and similar data
Credit card statements for all credit cards used by a party
Joint checking account statements, checks and register
Individual checking account statements, checks and register
Brokerage account statements
Savings account records
Other: (specify)
Absent any specified time period, records are to be produced for the three years prior to the
commencement of this action through the present. If a party does not have complete records
for the time period, the party shall provide a written authorization to obtain such records directly
from the source within five days of presentation. Any costs associated with the use of the
authorization shall be
paid by
OR
reserved for the Court
once the amount is determined.
No later than
, the parties shall notify the Court of all items to be provided
above that have not been provided. Failure to comply with the scheduled discovery may result
in sanctions, including the award of legal fees.
(b) No later than
by plaintiff.
, a notice for discovery and inspection shall be served
(c) No later than
by defendant.
, a notice for discovery and inspection shall be served
3. Other Discovery:
Plaintiff
Defendant
(a) Interrogatories shall be served no later than
(b) Party Depositions shall be completed no later than
(c) 3rd -Party Depositions shall be completed no later than
(d) Other:
Compliance with discovery demands shall be on a timely basis pursuant to the CPLR.
Failure to comply may result in sanctions, including the award of legal fees.
page 6.
H. EXPERTS
1.
Valuation/Financial Experts and Other Experts (check if experts are required to value any
of the following):
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
Deferred compensation
Retirement assets
Business interest
Professional practice
License/degree
Art, antiques, personal property, jewelry
Separate property
Residential real estate
Commercial real estate
Stock options, stock plans or other benefit plan
Intellectual property
Other (identify):
The date of valuation shall be
for items
and shall be the date of commencement of this action for items
.
2. Neutral Experts:
(a) The Court shall appoint a neutral expert for items
listed above.
Appointment of the expert shall be pursuant to a separate order which shall designate the
neutral expert, what is to be valued, the manner of payment, the source of funds for payment,
and each party’s responsibility for such payment.
(b) The parties may suggest names for the Court to consider appointing. Said names shall
be submitted by letter no later than
.
(c) The parties shall notify the Court no later than
neutral experts are required.
as to whether any other
3. Experts to be Retained by a Party:
Each party shall select his/her own expert with respect to items
listed above.
The expert shall be identified to the other party by letter with their qualifications and retained
no later than
. If a party requires fees to retain an expert and the parties
cannot agree upon the source of the funds, an application for fees shall be made no later
than
. Any expert retained by a party must represent to the party hiring
such expert that he or she is available to proceed promptly with the valuation.
Expert reports are to be exchanged by
. Absent any date specified, they
are to be exchanged 60 days prior to trial. Reply reports are to be exchanged 30 days after
service of an expert report.
4. Additional Experts:
If a net worth statement has not been served prior to this order or a party cannot identify all
assets for valuation or cannot identify all issues for an expert, the party promptly shall notify
the other party as to any valuation or as to which an expert is needed. If the parties cannot
agree upon a neutral expert or the retention of individual experts, either party may notify the
Court for appropriate action. Timely application shall be made to the Court if assistance is
necessary to implement valuation or the retention of an expert.
page 7.
I.
CONFIDENTIALITY/NON-DISCLOSURE AGREEMENT:
1.
Plaintiff OR
Defendant anticipates the need for a Confidentiality/Non-Disclosure
Agreement as to the following issues:
.
2.
J.
The party demanding the Agreement shall prepare and circulate the proposed agreement
among the parties involved. If the parties cannot agree, or fail to timely respond, the
demanding party shall promptly notify the Court. The failure to promptly seek a
confidentiality agreement may result in its waiver.
HEALTH INSURANCE COVERAGE NOTICE:
I fully understand that upon the entrance of the divorce agreement, I may no longer be
allowed to receive health coverage under my former spouse’s health insurance plan. I may
be entitled to purchase health insurance on my own through a COBRA option, if available,
otherwise I may be required to secure my own health insurance coverage.
FURTHER ORDERS:
1. The parties and their attorneys shall appear at a compliance conference to be held on
in part/room
at
.
2. A Note of Issue shall be filed on or before
. Failure to file a Note of Issue as
directed herein may result in dismissal pursuant to CPLR 3216.
THE TRIAL IN THIS MATTER SHALL BE HELD ON:
in part/room
at
.
Plaintiff
Defendant
Attorney(s) for Plaintiff
Attorney(s) for Defendant
Dated:
SO ORDERED:
Justice of the Supreme Court
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