Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-4_13-cv-03898/USCOURTS-cand-4_13-cv-03898-22/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 29:1001 E.R.I.S.A.: Employee Retirement

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1 RICHARD N. HILL, Bar No. 083629 

rhill@littler. com 

2 ALEKSANDRKATSNELSON, BarNo. 299309 

akatsnelson@littler .com 

3 LITTLER MENDELSON, P.C. 

650 California Street, 20th Floor 

4 San Francisco, California 94108.2693 

Telephone: 415.433.1940 

5 Facsimile: 415.399.8490 

6 Attorneys for Defendant 

WENDY M. OLIVER, an individual; and WENDY 

7 M. OLIVER, as Trustee to the Oliver Family Trust 

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10 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

11 BOARD OF TRUSTEES OF THE KEN 

LUSBY CLERKS & LUMBER 

12 HANDLERS PENSION FUND, 

13 Plaintiff, 

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v. 

PIEDMONT LUMBER & MILL · 

COMPANY; WILLIAM C. MYER, JR., an 

individual; WENDY M. OLIVER, an 

individual; WENDY M. OLIVER, as 

Trustee to the Oliver Family Trust; and 

DOES 1-20, 

Defendants. 

Case No. 3:13-cv-03898-HSG 

STIPULATION TO AMEND ORDER TO 

STAY EXECUTION OF JUDGMENT 

WITHOUT BOND 

20 STIPULATION 

21 This Stipulation to Amend Order to Stay Execution of Judgment Without Bond ("Amended 

22 Stipulation") is hereby entered by and between the Plaintiff the Board of Trustees of the Ken Lusby 

23 Clerks & Lumber Handlers Pension Fund ("Pension Fund") and Defendant Wendy Oliver, 

24 individually and as Trustee of the Oliver Family Trust ("Oliver"), through their respective counsel, 

25 based on the following: 

26 A. On October 15, 2015, the Court entered a Stipulation and Order to Stay Execution of 

27 Judgment Without Bond ("Order") in the above-referenced case. 

28 

LlffiER MENDELSON, P.C. 

650 California Stroot 

2oth Roor 

.an Francisoo, CA 94108.2693 

415.433.1940 

STIPULATION TO AMEND ORDER TO STAY 

EXECUTION OF JUDGMENT WITHOUT 

BOND 

154519.vl 

1. CASE NO.: 3:13-CV-03898-HSG 

Case 4:13-cv-03898-HSG Document 150 Filed 11/17/15 Page 1 of 3
1 B. The Order provided, among other things, that Oliver shall be "prohibited and enjoined 

2 from making any payments or withdrawals from, making any transfer with respect to, hypothecating, 

3 encumbering or granting any lien, security interest or other interest in any and all the following, the 

4 first of three which are referenced in Paragraph 3 of the Oliver Declaration: "(a) the retirement 

5 accounts and annuities totaling approximately $303,000 ... "(See Paragraph 4 of the Order). 

6 c. It has come to Oliver's attention that under applicable law and in order to prevent tax 

7 penalties, she is required to receive certain annual distributions from three (3) IRA's that are subject 

8 to the injunction in Paragraph 4 of the Order. Those IRA's are located at Morgan Stanley, and the 

9 required distribution amounts for 2015 are as follows (hereafter referred to as "Subject IRAs"): 

10 1. Account number xx4-xx857 in the amount of $2,431.03; 

11 2. Account number xx4-xx781 in the amount of$3,354.13; 

12 3. Account number xx4-xx9301 in the amount of $1,760.61. 

13 Additional required distribution amounts will occur annually. 

14 D. ·The parties have agreed that Oliver be authorized to direct the distributions referenced 

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LITTLER MENDELSON, P.C. 

650 Callfomla Stroot 

20th Floor 

.an Francisco, CA 94108.2693 

415.433.1940 

inC, above, of the subject IRAs, and deposit all ofthe distributed funds into Oliver's non-retirement 

account no. xx4-xx845-901 located at Morgan Stanley, subject to the terms and conditions in 

Paragraph 4 of the Order. 

AMENDED ORDER 

The Order is hereby amended to add the following paragraph 12 to the end of the Order: 

12. Oliver represents that under applicable law and in order to prevent tax penalties, she is 

required to receive certain annual distributions from three (3) IRA's that are subject to the injunction 

in Paragraph 4 of the Order. Those IRA's are located at Morgan Stanley, and the required 

distribution amounts for 2015 are as follows (hereafter referred to as "Subject IRAs"): 

Account number xx4-xx857 in the amount of$2,431.03; 

Account number xx4-xx781 in the amount of $3,354.13; 

Account number xx4-xx9301 in the amount of$1,760.61. 

STIPULATION TO AMEND ORDER TO STAY 

EXECUTION OF JUDGMENT WITHOUT 

BOND 

154519.vl 

2. CASE NO.: 3:13-CV-03898-HSG 

Case 4:13-cv-03898-HSG Document 150 Filed 11/17/15 Page 2 of 3
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Additional required distribution amounts will occur annually. 

Oliver is authorized to direct the distributions referenced herein of the subject IRAs, and deposit all 

of the distributed funds into Oliver's non-retirement account no. xx4-xx845-901 located at Morgan 

Stanley, subject to the terms and conditions in Paragraph 4 of the Order. 

IT IS SO STIPULATED. 

8 DATED: November 12, 2015 TRUCKER + HUSS 

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DATED: November 12, 2015 

IT IS SO ORDERED. 

20 DATED: _____ ,, 2015 

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LITILER MENDELSON, P.C. 

650 California Slreel 

201h Floor 

.an Francisco, CA 94108.2693 

415.433.1940 

Finnwide: 136966128.1 078979.1001 

STIPULATION TO AMEND ORDER TO STAY 

EXECUTION OF JUDGMENT WITHOUT 

BOND 

154519.vl 

By: Is/ Clarissa A. Kang 

Clarissa A. Kang 

Sean T. Strauss 

Attorneys for Plaintiff 

BOARD OF TRUSTEES OF THE KEN LUSBY 

CLERKS & LUMBER HANDLERS PENSION 

FUND 

LITTLER MENDELSON, P.C. 

By: Is/ Richard N Hill 

Richard N. Hill 

Aleksandr Katsnelson 

Attorneys for Defendant 

WENDY M. OLIVER 

HAYWOOD S. GILLIAM, JR. 

UNITED STATES DISTRICT COURT JUDGE 

3. CASE NO.: 3:13-CV-03898-HSG 

 November 17

Case 4:13-cv-03898-HSG Document 150 Filed 11/17/15 Page 3 of 3