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FIRST AND FINAL ACCOUNT OF PAUL L. BRICKNER AND
DONALD Lo BRICKNER, EXECUTORS UNDER THE LAST WILL
AND TESTAMENT OF LEROY H. BRICKNER, LATE OF SOUTH
MIDDLETON TCMNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA,
DECEASED.
PAUL L. BRICKNER and DONALD L. BRICKNER, Executors as aforesaid
and Accountants herein, aver as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
August 1, 1978
August 8, 1978
LETTERS WERE ADVERTISED AS FOLLOWS:
The Evening Sentinel August 14, 21, 29, 1978
Cumberland Law Journal August 18, 25, September 1, 1978
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountants char~e themselves with receipt
of the decedent s goods and chattels as
more fully set forth in the Inventory and
Appraisement heretofore filed in the Office
of the Register of Wills in and for
Cumberland County, Pennsylvania
The Accountants charge themselves with receipt
of the following additional items of
personalty-principal:
1. Checking Account No. 182-182622-7
Commonwealth National Bank, registered
in the names of Leroy H. Brickner and
Ethel Warner, daughter (RCC-38, Schedule "E") $ 9,754.57
$ 40,579.39
LAW OFFICES
NILLlAM F. MARTSON. P.C.
2. Uni ted Sta tes Savings Bonds, Series liE II ,
issued August 1949, in the names of
Leroy H. Brickner and Olive H. Brickner.
Olive H. Brickner having died August 28,
1973, ownership vested entirely in name
of Leroy H. Brickner. On May 11, 1978,
registration of said bonds was changed to
co-ownership of Leroy H. Brickner and
Paul L. Brickner, son. (RCC-36,Schedule tlC") $ 30,190.05
3. Reimbursement in full from Belvedere
Medical Corporation for balance on
account that was paid from Estate
checking account, August 17, 1978. 865.00
4. Proceeds, Washington National Life Insurance
Company, Policy No. X4030782, Olive H.
Brickner, Deceased, Beneficiary; proceeds
payable to the Estate of Leroy H. Brickner. 100.00
5. Reimbursement to the Estate from Paul L.
Brickner for Joint Tenant's share of
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Pennsylvania Transfer Inheritance Tax
at 6% on $7,500.00 Certificate of
Deposit No. 18-3589, as shown in Item
6 which follows.
6. Certificate of Deposit No. 18-3589,
$15,000.00, Commonwealth National Bank,
7t%, registered in the names of Leroy H.
Brickner or Paul L. Brickner, dated
August 2, 1975. (RCC 38, Schedule liE ") .
Paul L. Brickner elects to include the full
proceeds of this certificate in the Account
solely for the purpose of distribution, and
he in no manner subjects the same to any
increased tax.
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountants claim credit for the payment of
the following items from personalty principal:
8/17/78
8/17/78
8/17 /78
8/21/78
8/21/78
8/21/78
9/21/78
9/21/78
9/21/78
9/21/78
10/ 2/78
10/10/78
10/16/78
10/16/78
10/17/78
11/3/78
12/12/78
12/27/78
3/ 1/79
3/ 1/79
3/23/79
3/29/79
LAW OFFICES
"'ILL.IAM F. MARTS ON. P.C.
Masland Associates: Medical services $
Belvedere Medical Corp~ Account Payable
G.Book Roth: funeral expenses
P. P. & L.: Account payable
Harris Associates: Medical services
H.Robert Davis, M.D.:Medical Services
Roy D. Gottshall: Auctioneer's fee,
public sale of household goods
Fry Communications:Advertising public sale
The Evening Sentinel:Advertising public sale
K.Gottshall and C.Otto: Clerk's fees
Donald L. Brickner: Repairs and inspection
on Chevrolet prior to sale
Carlisle Boro.Municipa1 Authority: Water
Ethel Warner: food for funeral reception
P. P. & L. Account Payable
Richard E. Anderson, Register of Wills:
Payment on account of Pennsylvania
Transfer Inheritance Tax. (Note:Payment
of this sum at early date entitled Executors
to a credit or discount of $250.00.)
Carlisle Memorial Service: Lettering on
monument
Erie Insurance Company: Premium, automobile
insurance, 7/21/78 to 9/22/78
Richard E. Anderson, Register of Wills:
Fee for filing Appraisal, Inventory,
Debts and Deductions
Paul L. Brickner: Executor's Commission
Donald L. Brickner: Executor's Commission
Richard E. Anderson, Register of Wills:
Balance of Pennsylvania Transfer
Inheritance Tax
Richard E. Anderson, Register of Wills:
Additional costs for Probate
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$ 450.00
$14,586.29
$96,525.30
190.00
865.00
1,548.60
14. 99
414 . 00
1,065.00
360.00
45.90
127.10
270.00
31. 07
5.75
58.09
14.35
4,750.00
37.00
25.00
9.00
2,928.50
2,928.50
1,036.65
16.00
The Accountants reserve the following sums to he
paid subsequent to the filing hereof:
1. William F. Martson, P.C.: Reimbursement
for probate costs, short certificates,
advertising executors' notices
2. William F. Martson, P.C.: Attorney's Fee
3. Reserve for 1979 United States and
Pennsylvania Fiduciary Income Taxes
4. Reserve for filing Account, Releases,
closing and miscellaneous costs
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountants charge themselves with receipt of
the following items of income from personalty:
1. Certificate of Deposit No. 6685685,
Cumberland Valley Savings and Loan
Association, $21,500.00, 6~%
Interest from 8/1/78 to 12/31/78
Anticipated Interest,1/1/79 to 3/31/79
2. Full-paid passbook Savings Account
No. 93l54,Cumber1and Valley Savings and
Loan Association, 5~%
Interest from 8/1/78 to 12/31/78
Anticipated Interest,1/1/79 to 3/31/79
3. 171 Shares, Common Stock, Farmers Trust
Company
Dividend, 9/30/78
Dividend, 12/31/78
Anticipated Dividend, 3/31/79
4. Certificate of Deposit No. 18-3589
$15,000.00 face value, Commonwealth
National Bank
Interest, 8/1/78 to 2/22/79
5. Prudential Life Insurance Company,
Policy No. WSH-04384448
Interest, 8/1/78 to 10/15/78
6. United States Savings Bonds, Series "E"
Interest, 8/1/78 to 2/22779
7. Money Market Certificate No. 19-746,
Commonwealth National Bank, $30,000.00,
8.42%, 6 months
Anticipated Interest, 10/17/78 to 4/17/79
LAW OFFICES
VILLIAM F. MARTSON. P.C.
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$
72 . 65
5,000.00
300.00
250.00
$22.363.15
$
597.08
349.35
91.63
88.95
51. 30
111.15
51. 30
619.64
37.88
174.80
1,263.00
'. .'
8. Washington National Life Insurance
Company, Policy. No. X4030782
Interest, 871/78 to 2/5/79
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY - INCOME ACCOUNT
CREDITS
1.50
$ 3,437.58
The Accountants claim credit for the payment of the
following items from personalty-income:
3/21/79
Pennsylvania Depa~tment of Revenue:
1978 Fiduciary Income Tax
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
$
28.96
28.96
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with receipt of
the decedent's real estate, as follows:
1. ALL THAT certain lot of ground with the
improvements thereon erected, located on the
North side of the public highway leading from
Carlisle to York in South Middleton Township,
Cumberland County, Pennsylvania, being known
and numbered as 215 York Road, and being Lot
No. 3 in Block "I", bounded on the South by
the York Road a distance of 50 feet and extending
in depth at an even width for a distance of 150
feet, as appears on the Plan of Carlisle Manor,
recorded in the Office of the Recorder of Deeds
of Cumberland County, Pennsylvania, in Plan
Book 3, Page 79.
BEING THE same premises which Ray M. Paxton and
Arlene L. Paxton, his wife, by deed dated May 1,
1953, and recorded in the Office of the Recorder
of Deeds in and for Cumberland County in Deed
Book "I", Volume 15, Page 31, granted and conveyed
unto Leroy H. Brickner and Olive H. Brickner, his
wife. The said Olive H. Brickner having died
August 28, 1973, title was vested entirely in the
said Leroy H. Brickner. Leroy H. Brickner having
died August 1, 1978, Letters Testamentary in his
Estate were issued by the Register of Wills of
Cumberland County to Paul L. Brickner and Donald
L. Brickner.
SAID premises were sold to Emerson G. Hoover and
Anna F. Hoover, his wife, at public auction on
September 21, 1978, for a price of $29,000.00, and
conveyed October 13, 1978.
Sales Price
$29,000.00
$29,000.00
LAW OFFICES TarAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEB ITS:
NILLIAM F. MARTSON. P.C.
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REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountants claim credit for the payment of the
following items from decedent's real estate,
principal account:
9/21/78
9/25/78
10/13/78
10/13/78
10/13/78
Roy D. Gottshall: Auctioneer's fee,
public sale of real estate $
Leonard Shughart: Appraisal of realty
Emerson G. Hoover: Proration of realty taxes
Recorder of Deeds: One-half, realty transfer
tax
Notary Public: Acknowledgement
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE ~ INCOME ACCOUNT
DEBITS
The Accountants charge themselves with receipt of
the following items of real estate - income:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountants claim credit for payment of the
following items from real estate - income:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
l.AW OFFICES
NILLIAM F. MARTSON. P.C.
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580.00
100.00
68. 77
290.00
2.00
$1,040.77
$ NONE
$ NONE
$ NONE
$ NONE
II
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RECAPITULATION
I. PERSONALTY
A. PRINCIPAL ACCOUNT:
Debits: $96,525.30
Credits: 22,363.15
Balance $74,162.15
B. INCOME ACCOUNT:
Debits: $3,437.58
Credits: 28.96
Balance $ 3,408.62
C. NET BALANCE OF PERSONALTY: $ 77,570.77
II. REAL ESTATE
A. PRINCIPAL ACCOUNT:
Debits: $29,000.00
Credits: 1,040.77
Balance 27,959.23
B. INCOME ACCOUNT:
Debits: None
Credits: None
Balance: None
C. NET BALANCE OF REAL ESTATE: 27,959.23
II. NET BALANCE OF ESTATE FOR DISTRIBUTION: $105,530.00
LAW OFFICES
NILLlAM F. MARTS ON. P.C.
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COMMONWEALTH OF PENNSYLVANIA )
: SSe
COUNTY OF CUMBERLAND )
PAUL L. BRICKNER and DONALD L. BRICKNER, being duly sworn
according to law, depose and say: that they are the Executors
of the Estate of LEROY H. BRICKNER, Deceased; that they are the
Accountants herein; that the foregoing accounting is true and
complete; that the attached list or schedule [*] contains the
names, addresses and amounts due unpaid creditors having given
notice of their claims; that the attached list or schedule [**]
contains the names and addresses of all persons interested in the
distribution of said Estate; and that the facts set forth in the
within Account are true and correct to the best of their
knowledge, information and belief.
(j)~t/8 A_'_Al~vu'
Paul L. Brickner
Executor and Accountant
RJ~dfu~Jl~
Donald L. rfckner
Executor and Accountant
,~!:,I~:S~orn to and subscribed before me
~~\...t.:...~:; ..:"/ '.' 4Il
.'''b~~<~:'':~~''~.~f&:~q I day of ~ , 1979.
~~ (t~'i.';:;~'~ .;)}.J~ J:
'~"';""""""""'~':h~ J // /
:(:"'::-;;';.:'j y~"",. .' CY~ ~
~i;,.., }i'i; 'Nt.-ary ublic
'''~'~A '. .;~y LEA SHENK, ......, MIl
"t. ' 'Co.lisle, Cumberlond Co., PA
~ ~!D'C{toffJ~: None
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
LAW OFFICES
WILLIAM F. MARTSON. P.C.
1. Ethel I. Warner, 351 York Road, Carlisle, Pa. 17013
2. Paul L. Brickner, 780 Longs Gap Road, Carlisle, Pa. 17013
3. Hazel R. Gensler, R. D. 5, Di1lsburg, Pa. 17019
4. Donald L. Brickner, R. D. 1, Box 314, Carlisle, Pa. 17013
5. Betty A. Nailor, R. D. 1, Box 151, Carlisle, Pa. 17013
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STATEMENT OF PROPOSED DISTRIBUTION BY PAUL L. BRICKNER
AND DONALD L. BRICKNER, EXECUTORS UNDER THE LAST WILL
AND TESTAMENT OF LERoY H. BRICKNER, LATE OF SOUTH
MIDDLETON TafflSHIP, CUMBERLAND COUNTY, PENNSYLVANIA,
DECEASED.
PAUL L. BRICKNER and DONALD L. BRICKNER, Executors of the
Last Will and Testament of LEROY H. BRICKNER, Deceased, propose
to distribute the balance in their hands, to wit: $105,530.00,
in accordance with the said Last Will and Testament as heretofore
filed in the Office of the Register of Wills of Cumberland County,
Pennsylvania, as follows:
1. TO: ETHEL I. WARNER, per Item 2 of said Will
A. IN KIND: Two (2) $1,000.00 United States
Savings Bonds, Series "E", date-of-death
value, $2,439.60 each $4,879.20
B. IN KIND: Thirty-four (34) shares,
Farmers Trust Company, common stock,
at 32.50 per share 1,105.00
C. Partial cash distribution, 2/26/79,
proceeds from Certificate of Deposit
No. 18-3589, Commonwealth National
Bank 2,910.00
D. CASH 12,211.80
TOTAL DISTRIBUTION TO ETHEL 1. WARNER $21,106.00
2. TO: PAUL L. BRICKNER, per Item 2 of said Will
A. IN KIND: Two (2) $1,000.00 United States
Savings Bonds, Series "E", date-of-death
value, $2,439.60 each 4,879.20
B.
IN KIND: Thirty-five (35) shares,
Farmers Trust Company, common stock
at 32.50 per share
Partial Cash Distribution, 3/1/79,
proceeds from Certificate of Deposit
No. 18-3589, Commonwealth National
Bank.
Cash
1,137.50
C.
D.
2,910.00
12,179.30
LAW OFFICES
ilVlLLIAM F. MARTSON, P.C.
TOTAL DISTRIBUTION TO PAUL L. BRICKNER
3. TO: HAZEL R. GENSLER, per Item 2 of said Will
A. IN KIND: Two (2) $1,000.00 United
States Savings Bonds, Series "E",
date-of-death value, $2,439.60 each 4,879.20
B. IN KIND: Thirty-four (34) shares,
Farmers Trust Company, common stock,
at 32.50 per share 1,105.00
$21,106.00
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"'ILL.IAM F. MART50N. P.C.
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C. Partial Cash Distribution, 2/26/79,
proceeds from Certificate of Deposit
No. 18-3589, Commonwealth National
Bank $ 2,910.00
D. Cash 12,211.80
TOTAL DISTRIBUTION TO HAZEL R. GENSLER
4. TO: DONALD L. BRICKNER, per Item 2 of said Will
A.
IN KIND: Two (2) $1,000.00 United
States Savings Bonds, Series "E"
date-of-death value, $2,439.60 each
IN KIND: Thirty-four (34) shares,
Farmers Trust Company, common
stock, at 32.50 per share
Partial Cash Distribution, 3/1/79,
proceeds from Certificate of
Deposit No. 18-3589, Commonwealth
National Bank
Cash
B.
C.
D.
$21,106.00
4,879.20
1,105.00
2,910.00
12 ,211. 80
TOTAL DISTRIBUTION TO DONALD L. BRICKNER
5. TO: BETTY A. NAILOR, per Item 2 of said Will
A.
IN KIND: Two (2) $1,000.00 United
Sta tes Savings Bonds, Series "E",
date-of-death value, $2,439.60 each
IN KIND: Thirty-four (34) shares,
Farmers Trust Company, common stock,
at 32.50 per share
Partial Cash Distribution, 2/26/79,
proceeds from Certificate of Deposit
No. 18-3589, Commonwealth National
Bank
Cash
B.
C.
D.
$21,106.00
4,879.20
1,105.00
2,910.00
12,211.80
TOTAL DISTRIBUTION TO BETTY A. NAILOR $21,106.00
TOTAL DISTRIBUTION $105,530.00
WHEREFORE, the said PAUL L. BRICKNER and DONALD L. BRICKNER,
Executors as aforesaid, respectfully propose to distribute the
net balance of said Estate as stated above.
(jJ~..I/LJ~
Paul L. Brickner, Executor
f)~a.IJ Y ~.-If'V .-s/<(?'.~
Donald L. Brickner, Executor
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COMMONWEALTH OF PENNSYLVANIA)
: 55
COUNTY OF CUMBERLAND )
PAUL L. BRICKNER and DONALD L. BRICKNER, being duly sworn
according to law, depose and say: that they are the Executors
of the Last Will and Testament of LEROY H. BRICKNER, Deceased;
that the facts set forth in the foregoing Statement of Proposed
Distribution are true and correct to the best of their knowledge,
information and belief.
(?~/~~./~
Paul L. Brickner
_J)~~#~~/-r
Donald L. Brickner
Sworn to and subscribed before me
.~~is o?'l#' day of ~ , 1979.
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LAW OFFICES
NILLIAM F. MARTSON. P.C.
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I'AGE 371
I .
LAST WILL AND TESTAMENT
I, LEROY H. BRIC~~ER, of South Middleton Township,
Cumberland County, Pennsylv~nia, being of sound and disposing
mind and memory, do hereby make, publish and declare this to
be my Last Will and Testament, hereby revoking any and all
former Wills or Codicils by me made.
1.
I direct that all my just debts, funeral expenses,
testamentary expenses and all inheritance taxes shall be paid
from my residuary estate as soon as practicable after my
decease and as part of the administration of my estate.
2.
All the rest, residue and remainder of my estate, both
real and personal property, I give, devise and bequeath in
equal shares unto my children, ETHEL I. WARNER, PAUL L. BRICKNER,
HAZEL R. GENSLER, DONALD L. BRICKNER and BETTY A. NAILOR,
. .
absolutely.
3.
I hereby appoint PAUL L. BRICKNER and DONALD L. BRICKNER
as Executors of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 22nd day of June, 1978.
~H A~ (SEAL)
Lero . Brickner
SIGNED, SEALED, PUBLISHED and DECLARED by the above-named
Testator, LEROY H. BRICKNER, as and for his Last Will and
Testament, in the presence of us, who, at his request, have
hereunto subscribed our names as witnesses thereto, in the
LAW oP'P'.cca
". ~. M..IITAON, P.c.
of each other.
Cvur~~ct! ~p~