HomeMy WebLinkAbout94-01085
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IN THE COURT OF COMMON PLEAS
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CAROL S. BRICKER,
plaintiff
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1085 CIVIL
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KENNETH E. BRICKER, JR.
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Defendant
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DECREE IN
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AND NOW. . . . . . . . . .1. . . . . . . . . .. " 19....... it is ordered and
decreed thnt ........ .~~r~.~ .~:. ~~~~~.e~ ~ . .... ... .......... ". plaintiff,
and. . . . . .. . . . . . ~~.n~~~~ .~: . ~.~~~~~.r,. . ~~:. . . . . . . . . . . . . . . . . ., defendant.
ore divorced from the bonds of matrimony.
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The court retnins jurisdiction of the following claims which have
been raised of rp.cord in this action for which a final order has not yet
been entp.red;
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All economic issues raised of record are resolved by the
agreement'ieached'by'the'parties'on'Marcn'jb~"1~95'berore'Special
Di-vorce .Master. .E. . Robert. Elicker ,. I.I. .. A .true .and .corr.ect. ~QPY. of
the ag ent is attached as Exhibit "A".
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CAROL S. BRICKER, : IN THE COURT OF COMMON PLEAS OF
plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA
.
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VB. . NO. 1085 CIVIL 1994
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.
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KENNETH E. BRICKER, JR., .
.
Defendant : IN DIVORCE
THE MASTER: Today is Thursday, March 30, 1995
Present for a conference scheduled this date are the parties,
Carol S. Bricker and Kenneth E. Bricker, Jr. Present on behalf
of Carol S. Bricker is her counsel Theresa Barrett Male and
present for Kenneth E. Bricker, Jr. is Barbara J. Yunis.
A divorce complaint was filed on March 7, 1994,
raising grounds for divorce of irretrievable breakdown of the
marriage.
The complaint did not raise any economic issues.
The wife, however, subsequent to the filing of the complaint, on
November 9, 1994, filed a petition raising economic claims of
equitable distribution, alimony, alimony pendente lite, and
counsel fees and expenses.
The parties were married on May 12, 1990, and
separated December 31, 1993. Prior to the marriage of the
parties, the parties did live together since August of 1988.
Following the pre-hearing conference held on
February 17, 1995, counsel have engaged in negotiations with
respect to the outstanding issues and have obtained necessary
data to continue the process of negotiations. The Master has
been advised that the case has been resolved with respect to the
EXHIBIT
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outstanding economic claims and counsel are going to place the
agreement on the record in the presence of the parties.
The agreement, as placed on the record, will be
considered the substantive agreement of the parties and not
subject to any modifications except for correction of
typographical errors which may be made in the transcription.
Therefore, what we place on the record today except for
typographical corrections will be the substantive agreement of
the parties, not subject to modification. We are going to have
the agreement transcribed today and ask the parties and counsel
to return to review the draft for any errors that may have been
made in the transcription; after those errors have been
corrected, if any, the parties will affix their signatures along
with counsel in affirmation of the agreement that was previously
entered on the record.
The Master will then prepare an order vacating his
appointment in the proceedings. The Master will also file with
the order the affidavits of consent of the parties which have
been signed and dated March 30, 1995, so that the divorce can be
concluded under Section 3301(c). Ms. Male.
MS. MALE:
1. The parties previously owned improved real estate
situate at 1333 Zimmerman Road, Carlisle, Cumberland
County, Pennsylvania. The property was sold to Edwin Z.
Horst, Jr. and Lydia J. Horst, with the settlement date
of March 24, 1995. Proceeds from the sale have been held
in escrow by the settlement agent, Mike Hanft, Esquire.
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The proceeds total $78,936.33. The parties have agreed
to distribute those proceeds as follows:
60% to husband for a total of $47,361.80 and 40%
to wife for a total of $31,574.53.
2. with respect to personal property, all tangible personal
property in husband's possession will be his sole
property without claim or offset by the wife with the
exception of the following items:
Television, television stand, lights, dishes,
glasses, two vacuum cleaners, one dresser, a dress,
patio furniture, ironing board, bassinet,
jackets and coats, Christmas ornaments, and
other miscellaneous items.
Those enumerated items are awarded to wife and wife
acknowledges that she has received those items prior to
today's settlement. All tangible property in wife's
possession will remain wife's sole and separate without
claim or offset by husband.
3. In terms of intangible personal property, the parties
have acquired during the marriage stock, most of which is
held by wife in custody for the children, Lindsey and
Katie. Husband holds some stock in a custodial account
for Katie. The parties have agreed to maintain those
accounts solely for the use of the children's education,
support and maintenance. The parties agree that husband
and wife shall be able to utilize in their sole
discretion the funds which each currently holds in
accounts for the children.
4. with respect to debts and liabilities husband will
satisfy the MasterCard balance and will not seek any
reimbursement from wife toward that bill. He will
reimburse wife $250.00 towards Lindsey's orthodontic bill
and $350.00 towards Lindsey's expenditures related to a
family pet.
The parties acknowledge that approximately $700.00 of the
MasterCard balance was charged for repairs to wife's
vehicle; therefore, there will be no exchange of monies
between the parties. In other words, the $250.00 and
$350.00, which husband otherwise would have paid to
wife is essentially being applied to the $700.00 charge
for repairs to her car.
.
5. Wife will retain possession of the 1990 Tempo and husband
has agreed to execute the title to the car today.
6. Wife has agreed to contribute 50' toward household
expenses while the house was being marketed for sale.
The parties, through counsel, have reviewed the
charges incident to that and have agreed that wife's
contribution is $328.70. In order to contribute that
amount wife has agreed to credit the arrears on husband's
child support order, which is docketed to Cumberland
County, No. 27 of 1994 DRO No. 22,217 in that amount of
money.
7. Neither party will pursue any additional economic claims
and wife specificallY withdraws her claims for alimony,
alimony pendente lite, and counsel fees.
8. With the exception of the marital debts and liabilities
previously discussed, there are no other debts or
obligations incurred during the marriage for which the
parties are responsible. They are, however, responsible
for any liabilities incurred in their own names since
their separation date.
9. Previously, during the pre-hearing conference with the
Master, counsel had discussed a possible issue as to cash
or surrender value of life insurance policies. Both
parties are satisfied that there are no life insurance
policies with any cash or surrender value acquired during
the marriage or otherwise subject to distribution.
10. Husband had received a withdrawal from his SERS pension
in the sum of $3,988.18. Wife waives any and all
claims with respect to those monies.
11. Wife has an IRA which she acquired prior to the
marriage. There has been no value placed on the IRA
prior to this settlement agreement but husband expressly
waives any claims which he may have had to the increase
in value of the IRA if indeed any increase had occurred.
12. At the time of separation husband received approximately
$104.48 in a Meridian Bank checking account and a savings
account balance of $77.28. Wife waives any claims to
those monies.
13. Except as herein otherwise provided, each party may
dispose of his or her property in any way and each
party hereby waives and relinquishes any and all rights
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he or she may now have or hereafter acquire under the
present or future laws of any jurisdiction to share in
the property or the estate of the other as a result of
the marital relationship including without limitation,
dower, curtesy, statutory allowance, widow's allowance,
right of intestacy, right to take against the will
of the other, and right to act as administrator or
executor in the other's estate. Each will at the request
of the other execute, acknowledge, and deliver any and
all instruments which may be necessary or advisable to
carry into effect this mutual waiver and relinquishment
of all such interests, rights, and claims.
MS. MALE: Ms. Bricker, have you been present while
I've described the terms of the agreement which we reached?
MS. BRICKER: Yes.
MS. MALE: Do you accept the terms of this
agreement as legally binding on you?
MS. BRICKER: Yes.
MS. MALE: Do you understand the terms of the
agreement as we have outlined it here?
MS. BRICKER: Yes.
MS. MALE: And have we had an opportunity to
discuss it prior to meeting today?
MS. BRICKER: Yes.
MS. MALE: Are you satisfied with the settlement as
we've stated it on the record?
MS. BRICKER: Yes.
MS. YUNIS: Mr. Bricker, were you present here
today to hear this property agreement?
MR. BRICKER: Yes.
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MS. YUNIS: Do you understand the terms of the
agreement?
MR. BRICKER: Yes.
MS. YUNIS: Do you agree with these terms?
MR. BRICKER: Yes.
MS. YUNIS: Did you discuss with me the various
legal ramifications of the document?
MR. BRICKER: Yes.
MS. YUNIS: Are you satisfied with this agreement?
MR. BRICKER: Yes.
MS. MALE: Mr. ~icker, do you understand that the
agreement is legally binding on both you and Carol as of today,
regardless of whether you come back and sign the agreement later
on?
MR. BRICKER: Yes.
MS. MALE: And, Carol, do you also understand that?
MS. BRICKER: Yes.
I acknowledge that I have read the above
stipulation and agreement, that I understand the terms of
settlement as set forth herein, and that by signing below I
intend to bind myself to the settlement as a contract obligating
myself to the terms of settlement and subjecting myself to the
.
methods and procedures of enforcement which may be imposed by
law and in particular Section 3105 of the Domestic Relations
Code.
WITNESS:
?fd~~!1;
Attorney for Plaintiff
DATE:
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00s. ~~~o.'.
Carol S. Bricker .
B~~~q;~
Attorney for Defendant
, . JO - 9 ?
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Kenneth E. Bricker, Jr.
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THERESA BARRE1T MALE
COUN5I!LOR AT LAW
10SOUTH MARKET SQUARE
SUITE 500
HARRI58URG,PA 17101
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Theresa Barrett Hale
Supreme court #46439
10 South Market Square
suite 500
Harrisburg, PA 17101
(717) 233-3220
Attorney For Plaintiff
v.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 94-1085 civil Term
CAROL S. BRICKER,
Plaintiff
KENNETH E. BRICKER, JR.,
Defendant
CIVIL ACTION - DIVORCE
PRAECIPE TO TRANSMIT RECORD
1. Ground for divorce: irretrievable breakdown under section
201(c) [now 3301(c)] of the Divorce Code.
2. Date and manner of service of the Complaint: On March 12,
1994 by certified mail, return receipt requested per the affidavit
of service filed of record.
3. (Complete either paragraph (a) or (b).)
(a) Date of execution of the affidavit of consent required by.
section 3301(c) of the Divorce Code: by Plaintiff: March 30, 1995;
by Defendant: March 30, 1995.
(b) (1) Date of execution of Plaintiff's Affidavit required
by section 3301(d) of the Divorce Code: N/A
(2) Date of service of Plaintiff's Affidavit upon
Defendant: N/A
4.
agreement
30, 1995,
Related claims pending: The parties entered into an
and stipulation resolving the economic issues on March
the transcript of which is filed of record.
5. Indicate date and manner of service of the notice of
intention to file praecipe to transmit record, and attach a copy of
.aid aotic. under .ection "Ol(dl(ll~ th.~vorc. Code, NtA
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Attorney 'For Plaintiff
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CAROL BRICKER
Plainti f[
IN TilE COURT OP COMMON PLEAS
OP CUMBERLAND COUNTY,
PENNSYLVANIA
vs.
KENNETII E. BRICKER, JR,
Defendant
CIVIL ACTION - LAW
NO. /OK'JCIVIL 1994
IN DIVORCE
NOTtCR TO IIRIIRND AND CI.AIH RIGIITS
You have been sued In court. II you wlnh to defend against the claims set forth in
the foregoing pages, you muut take prompt action, You are warned that if you fail to do
so, the case may proceod without you and a decree in divorce or annulment may be
entered against you by the court. A Judgmont may also be entered against you for any
lather claim or rolief re1luosted In those papors by the plaintiff. You may lose money or
Iproperty or other rlghtu Important to you, Including custody or visitation of your
IChildren,
When the ground lor tho divorce In IndIgnities or irretrievable breakdown of the
Imarriage, you may rOlluont marrlago counsoling, A list of marriage counselors is
availablo in the OUlco 01 tho I'rothonotnry nt:
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Oll Ico 01 tho Prothonotary
Cumborland County Court 1I0use
Carllslo, Pennsylvania 17013
IP YOU DO NOT IIll.E A CI.AtM ~'OR A1,IMONY, DIVISION OP PROPERTY, LAWYER'S PEES OR
EXPENSES BEPORE A IIIVORCE OR ANNULMENT 19 GRANTED, YOU MAY L09E TilE RIGIIT TO CLAIM ANY
I OF TIIEM,
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i YOU 9110ULD TAKE TII19 I'AI'ER TO YOUR I.AWYER AT ONCE. IF YOU DO NOT IIAVE A LAWYER OR
i CANNOT AFFORD ONE, GO TO OR TELEPIIONE TilE OFPICE 9ET FORTII BELOW TO PIND OUT WHERE YOU
i CAN GET LEGAL IIELP,
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Court Administrator, Pourth Ploor
Cumborland County Court 1I0use
Carlisle, Pennsylvania 17013
Tolophone: (717) 240-6200
.
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CAROL BRICKBR
Plaintiff
IN THB COURT OF COMMON PLBAS
OF CUMBBRLAND COUNTY,
PBNNSYLVANIA
vs.
KBNNETH B. BRICKBR, JR.
Defendant
CIVIL ACTION - LAW
NO. CIVIL 1994
IN DIVORCB
NOTICB OF AVAILABILITY OF COUNSBLING
TO THB WITHIN-NAMBD DBFBNDANT:
You have been named as the Defendant in a Complaint in a divorce proceeding filed
in the Court of Common Pleas of Cumberland County. This notice is to advise you that in
accordance with Section 3302(d) of the Divorce Code. you may request that the court
require you and your spouse to attend marriage counseling prior to a divorce being
handed down by the court. A list of professional marriage counselors is available at
the Domestic Relations Office. 13 North Hanover Street, Carlisle. Pennsylvania. You are
advised that this list is kept as a convenience to you and you are not bound to choose
a counselor from this list. All necessary arrangements and the cost of counseling
sessions are to be borne by you and your spouse.
If you desire to pursue counseling, you must make your request for counseling
I within twenty days of the date on which you receive this notice. Failure to do so will
I constitute a waiver of your right to request counseling.
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CAROL BRICKER
Plaintiff
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
vs.
CIVIL ACTION - LAW
KENNETH E. BRICKER, JR.
Defendant
NO. CIVIL 1994
IN DIVORCE
COHPLAINT IN DIVORCE
UNDER 8ECTION 330l(c) OR 330l(d) OF THE DIVORCE CODE
AND NOW comes the above-named Plaintiff, CAROL BRICKER, by her attorneys, Andes,
Vaughn & Bangs, and makes the following Complaint in Divorce:
1. The Plaintiff is CAROL BRICKER, an adult individual who currently resides at
1106 Musket Lane, Mechanicsburg, Cumberland County, Pennsylvania.
2. The Defendant is KENNETH E. BRICKER, JR., an adult individual who currently
resides at 1333 Zimmerman Road, Carlisle, Cumberland County, Pennsylvania.
3. Both the Plaintiff and Defendant have been bona fide residents of the Common-
wealth of Pennsylvania for at least six months immediately previous to the filing of
this Complaint.
4. The Plaintiff and Defendant were married on 12 May 1990 in Mechanicsburg,
5.
There have been no prior actions of divorce or annulment between the parties.
6.
This marriage is irretrievably broken.
8. The Plaintiff requests this Court to enter a Decree of Divorce.
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WHBII.BPORB, Plaintiff requests this Court to enter a decree in divorce pursuant to
the Divorce Code of Pennsylvania.
I verify that the statements made in this Complaint are true and correct. I
understand that any false statements in this Complaint are sUbject to the penalties of
18 Pa. C.S. 4904 (unsworn falsification to authorities).
oS - .<j - '1"-/
Date
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CAROL BRICKER
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Theresa Barrett Male
Supreme Court 146439
10 South Market Square
suite 500
Harrieburg, PA 17101
(717) 233-3220
Attorney For Plaintiff
CAROL S. BRICKER,
plaintiff
.
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 94-1085 Civil Term
.
.
:
v.
.
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.
.
KENNETH E. BRICKER, JR.,
Defendant
.
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CIVIL ACTION - DIVORCE
AFFIDAVIT OF CONSBHT
1. A Complaint in Divorce under section 3301(c) of the
Divorce Code was filed on March 7, 1994.
2. The marriage of plaintiff and defendant is irretrievably
broken and ninety days have elapsed from the date of filing the
Complaint.
3. I consent to the entry of a final decree of divorce.
4. I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted.
I verify that the statements made in this affidavit are true
and correct. I understand that false statements herein are made
sUbject.,.to the penalties of 18 Pa. C.S. S 4904 relating to unsworn
falsification to authorities.
Date: (\\c..\'i\~~, ?-.o\ IC\C\ ()
O,S2S, K \.,,~Q, '"
Carol S. Bricker
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Theresa Barrett Male
Supreme Court 146439
10 South Market Square
suite SOO
Harrisburg, PA 17101
(717) 233-3220
Attorney For Plaintiff
CAROL S. BRICKER,
plaintiff
.
.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 94-1085 Civil Term
.
.
v.
.
.
, ,
,
KENNETH E. BRICKER, JR.,
Defendant
.
.
CIVIL ACTION - DIVORCE
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AFFIDAVIT OF CONSENT
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1. A complaint in Divorce under section 3301(C) of the
Divorce Code was filed on March 7, 1994.
2. The marriage of plaintiff and defendant is irretrievably
broken and ninety days have elapsed from the date of filing the
Complaint.
3. I consent to the entry of a final decree of divorce.
4.- I understand that I may lose rights concerning alimony,
division of property, lawyer's fees or expenses if I do not claim
them before a divorce is granted.
I verify that the statements made in this affidavit are true
and correct. I understand that false statements herein are made
subject to the penalties of 18 Pa. C.S. S 4904 relating to unsworn
falsification to authorities.
Date:
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Kenneth E. Bricker, Jr.
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CAROL BRICKER
Plaintiff
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
vs.
CIVIL ACTION - LAW
'<+-Ioas ~.:r~
NO."t"41To CIVIL 1994
IN DIVORCE
KENNETH E, BRICKER, JR,
Defendant
AFFIDAVIT OF SERVICE BY CERTIFIED HAIL
LOU ANN GRISSINGER, being duly sworn according to law, deposes and says as
follovs:
1. That she is an employee of Andes, Vaughn & Bangs, attorneys for the Plaintiff
herein,
2. That on March I 0, 1994, she delivered to the U. S. Postal Service in
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,
iiLemoyne, Pennsylvania, as certified mail (Receipt No. P274290732 ) return receipt
Ii requested, addressed to the Defendant herein, a true and correct copy of the Complaint
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liin Divorce filed in the above-captioned action duly endorsed with a Notice to Defend
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I! 3. Said return receipt card is attached hereto as Exhibit A Shoving a date of
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iidelivery to the Defendant of March 12, 1994.
II
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I,svorn to and subscribed
:: before me this 2.,.t day
: of M"^c.~ ,1994.
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'. Notary Publ
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~'ExpilllsAug 17,1g/)G
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EXHIBIT "A"
CAROL S. BRICKER,
Plaintiff
: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
VB.
KENNETH E. BRICKER, JR.,
Defendant
NO. 1085
CIVIL
1994
: IN DIVORCE
STATUS SHEET
DATE:
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OFFICE OF DIVORCE MASTER
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
55 West Church Avenue
Carnsle. PA. 17013
(717) 240.6535
West Shore
697.0371 Exl. 6535
E. Robert Elicker, II
Divorce Masler
Trecl Jo Black
Office Manag8r/RBpo~er
November 16, 1994
Theresa Barrett Male
Attorney at Law
10 South Market Square
suite 500
Harrisburg, PA 17101
Barbara J. Yunis
Attorney at Law
GRIFFIE & ASSOCIATES
200 North Hanover Street
Carlisle, PA 17013
RE:
Carol S. Bricker vs. Kenneth E. Bricker, Jr.
No. 94-1085 Civil Term
In Divorce
Dear Ms. Male and Ms. Yunis:
By order of Court of President Judge Harold E. Sheely
dated November 10, 1994, the full-time Master has been appointed
in the above referenced divorce proceedings.
A divorce complaint was filed on March 7, 1994, raising
grounds for divorce of irretrievable breakdown of the marriage.
On November 9, 1994, the Plaintiff filed a petition raising
additional claims, namely, equitable distribution, alimony,
alimony pendente lite, and counsel fees and expenses.
I assume both parties are willing to sign affidavits of
consent or, in the alternative, one of the parties will file an
affidavit under section 3301(d) so that divorce grounds are not
at issue.
The motion for appointment of Master indicates that
Barbara J. Yunis represents the Defendant; I request that Ms.
Yunis enter an appearance on behalf of the Defendant if she is,
in fact, going to be representing him.
In accordance with P.R.C.P. 1920.33(b) I am directing
each counsel to file a pre-trial statement on or before Friday,
December 16, 1994. Upon receipt of the pre-trial statements I
"
;,
Ms. Male and Ms. Yunis, Attorneys at Law
16 November 1994
page 2
will immediately schedule a pre-hearing conference with counsel
to discuss the issues and, if necessary, schedule a hearing.
Very truly yours,
E. Robert Elicker, II
Divorce Master
NOTE: Sanctions for failure to file the pre-trial statements
are set forth in subdivision (c) and (d) of Rule 1920.33.
THE ORIGINAL PRE-TRIAL STATEMENT SHOULD BE FILED IN THE
MASTER'S OFFICE AND A COPY SENT DIRECTLY TO OPPOSING
COUNSEL.
,..""-..-....,.....--> ,.-,....,._'*'."....-....
VS.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL AC~ION - LAW
CAROL S. BRICKER,
Plaintiff
.
.
.
.
: NO.
1085
CIVIL
1994
KENNETH E. BRICKER, JR.,
Defendant
.
.
: IN DIVORCE
NOTICE OF PRE-HEARING CONFERENCE
TO: Theresa Barrett Male
, Counsel for Plaintiff
Barbara J. Yunis
, Counsel for Defendant
A pre-hearing conference has been scheduled at the
Office of the Divorce Master, 9 North Hanover street, carlisle,
Pennsylvania, on the 17th day of February, 1995, at 9:30 a.m.,
at which time we will review the pre-trial statements previously
filed by counsel, define issues, identify witnesses, explore the
possibility of settlement and, if necessary, schedule a hearing.
Very truly yours,
Date of Notice: 12/16/94
E. Robert Elicker, II
Divorce Master
~~ (===
Harold E. Sheely,
Judge
CARlL S. BRICKER,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
CIVIL ACTION - LAW
NO.
1085
CIVIL
1994
KENNETH E. BRICKER, JR.,
Defendant
IN DIVORCE
ORDER AND NOTICE SETTING HEARING
To:
Carol S. Bricker
Theresa Barrett Male
Kenneth E. Bricker, Jr.
Barbara J. Yunis
Plaintiff
Counsel for Plaintiff
Defendant
, Counsel for Defendant
You are directed to appear for a hearing to take
testimony on the outstanding issues in the above captioned
divorce proceedings at the Office of the Divorce Master, 9 North
Hanover Street. Carlisle. Pennsylvania. on the 28th day
of April , 1995. at 9:00 a.m.. at which place
and time you will be given tne oppo:rtunity to present witnesses
and exhibit~ in support of your case.
By the Court.
Date of Order and
Notice: 2117 /95
By:
Divorce Master
IF YOU DO NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR
TELEPHONE THE OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU
CAN GET LEGAL HELP.
Court Administrator
Fourth Floor, East Wing
Cumberland County Courthouse
Carlisle, PA 17013
Telephone (717) 240-6200
....
vs.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 1085 CIVIL 1994
CAROL S. BRICKER,
Plaintiff
KENNETH E. BRICKER, JR.,
Defendant
IN DIVORCE
RE: Pre-Hearing Conference Memorandum
DATE: Friday, February 17, 1995
Present for the Plaintiff, Carol S. Bricker was
attorney Theresa Barrett Male, and present for the Defendant,
Kenneth E. Bricker, Jr., was attorney Barbara J. Yunis.
The parties were married on May 12, 1990, and
separated December 31, 1993. A divorce complaint was filed on
March 7, 1994, raising grounds for divorce of irretrievable
breakdown of the marriage. The complaint did not raise any
economic issues. Counsel have indicated that they will have
their clients sign and file affidavits of consent prior to the
hearing to be scheduled so that the divorce can proceed under
section 3301(c) of the Domestic Relations Code.
On November 9, 1994, the Plaintiff wife filed a
petition raising economic claims of equitable distribution,
alimony, alimony pendente lite, and counsel fees and expenses.
with respect to the alimony claim counsel for wife has indicated
she may offer testimony regarding marital misconduct assuming
that that claim proceeds. We have discussed whether or not
under the circumstances of this case the Master would recommend
alimony in any event. If counsel for either party wishes to
raise the issue of marital misconduct in the testimony, counsel
are requested to provide opposing counsel the names of witnesses
that are going to testify on that issue at least ten (10) days
prior to the hearing.
The parties are the parents of two children,
Lindsey, born April 22, 1980, and Katie, born April 17, 1991.
Lindsey was adopted and Katie is the natural child of the
parties. Both children are in the custody of wife and husband
contributes child support for the children in the amount of
$80.00 per week.
Wife is a high school graduate with LPN training
Alternative nursing on a "call" basis. Counsel for
have specific information regarding her income;
best recollection is that her client makes
and works in
wife did not
however, her
approximately $1,000.00 per month net. She is going to verify
this information and provide opposing counsel with the earning
statement of her client. Wife does not complain of any health
problems although she had been taking Prozac for depression.
Wife resides at 1106 Market Lane, Mechanicsburg, Pennsylvania,
where she lives with her parents and the children. Wife is 40
years of age.
Husband is 37 years of age and resides at 489 Rich
Valley Road, Carlisle, Pennsylvania, with his parents. He left
the marital residence on February 3, 1995, in anticipation that
the property was sold and the buyers would be taking possession.
The Master has been advised that there may be some problem with
the current sale and counsel are going to inquire of the realtor
and their clients as to the status of the sale of the property.
Husband works at Eat 'N Park as a clean up person and makes
approximately $396.00 net every two weeks. He is in physically
good health but has some emotional problems in which he at one
point was taking Lithium. Husband is a high school graduate.
The parties own a property at 1333 Zimmerman Road,
carlisle, Pennsylvania, which as previously noted was under
contract to be sold. Husband lived in the property until just
recently and the house, if the current sale does not go through,
will continue on the market until it is sold. It is listed with
ERA Garman Reality. The house has an approximate market value
of $105,000.00 and a mortgage payoff of around $18,000.00.
The major issue in this case involves the
contribution of approximately $60,000.00 which husband made to
purchase the house prior to the parties' marriage. The question
is how we are going to deal with husband's pre-marital
contribution. The parties purchased the property as tenants in
common in 1988 and then married in May of 1990 wherein the
ownership of the property converted to tenants by the
entireties. The Master indicated that considering the short
time between the pre-marital contribution and the date of
separation he would consider the source of funds contributed by
husband in arriving at a percentage of distribution of the
marital assets.
In March 1990, which was prior to the marriage,
wife was in an automobile accident and the proceeds from that
accident which were received after the marriage in the
approximate amount of $6,800.00 were contributed by wife toward
improvements on the real estate. She is claiming that she
should be entitled to some consideration for her contribution of
the pre-marital or nonmarital funds to the marital residence.
Husband worked as a corrections officer at the
'-
Cumberland County Prison. It appears, according to records
provided by his counsel, that he was a participant in an SERS
pension as opposed to the Cumberland county Employees Pension.
In any event, after the termination of his employment husband
withdrew the pension value and the net amount paid to him was
$3,988.18.
The only marital vehicle involved in this case is a
1990 Ford Tempo which is subject to a lien which wife has been
paying. The vehicle in his her possession. Counsel are going
to talk to each other about how to arrive at a value, perhaps
averaging the wholesale and retail values. The current book
values should be consulted and then the balance of the loan
taken off to arrive at the net equity value for marital
purposes.
The household tangible personal property is
apparently not going to be an issue and we do not need to have
any values for the purposes of equitable distribution; however,
there is an issue as noted in wife's pre-trial statement
regarding some children's items that are in dispute. If that
remains an issue we will deal with that at the hearing.
Hopefully counsel will be able to resolve the ownership or
possession of those items. Husband claims that each of the
parties has some items of the children's property and that this
is the property that he would like to retain, wife having
previously received other items.
wife has an IRA which was owned by her prior to the
marriage. Counsel need to determine the increase in value of
the IRA from the date of marriage to the date of separation.
The IRA has not been increased in value as a result of any
contributions made by wife from the date of the separation.
Husband received possession of a Meridian Bank
checking account and savings account at the time of separation.
The checking account had a value of $104.48 and the savings
account had a value of $77.28.
Various stock accounts are listed in the pre-trial
statements showing ownership with a parent and a child. Counsel
are agreeable to allow those accounts to remain as previously
established for the benefit of the children without considering
any values of those accounts for purposes of the equitable
distribution computation.
The parties had a dog and some equipment. At the
time of the separation. Husband took possession of the dog and
the equipment which had a value of $350.00.
Counsel for husband has listed two life insurance
policies on the pre-trial statement. Counsel need to determine
if the policies have any marital value, ie, dividends or
interest earned during the marriage which increase the cash
value.
Counsel for husband listed a MasterCard debt and
counsel for wife says that the charges on that account were not
related in any way to the marriage. Husband has made payments
on that card and in order to pursue his claim that wife should
make a contribution to the payment of that debt husband should
produce records of what was purchased on that card prior to the
separation to see if those purchases relate to the marriage.
A hearing is scheduled for Friday, April 28, 1995,
at 9:00 a.m. Notices will be sent to counsel and the parties.
E. Robert Elicker, II
Divorce Master
cc: Theresa Barette Male
Attorney for Plaintiff
Barbara J. Yunis
Attorney for Defendant
CAROL S. BRICKER,
Plaintiff
.
.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
:
.
.
vs.
.
.
No.
94-1085 CIVIL TERM
.
.
KEHHETH E. BRICKER, JR.,
Defendant
.
.
CIVIL ACTION - DIVORCE
PRE-TRIAL STATBMBHT OP DEFENDANT.
ltBHHETH B. BRICltBR. JR.
Kenneth E. Bricker, Jr., the Defendant in the above-
captioned matter, by and through his counsel of record, Barbara
J. Yunis, Esquire, files the following Pre-Trial Statement
pursuant to Pa.R.C.P. No. 1920.33 (b):
I. LIST OF ASSETS:
A. Marital Assets
Number
DescriDtion of PrODertv
OwnershiD Value
1.
Real estate
1332 Zimmerman Road
carlisle, PA 17013
Joint $110,000.00
4.
PNC Bank Account
'51-3038-0921
Joint 4,700.00
Husband and 865.00
daughter,
Lindsey Bricker
Husband and 183.62
daughter,
Katie Bricker
Joint 104.48
3.
1990 Ford Tempo
PNC Bank Account
#51-3-38-092l
2.
5.
Meridian Bank
Account, checking
#5091-8378
6.
Meridian Bank
Savings
'82-55772l-05
Joint 77.28
7.
State Employee's
Retirement System
Husband 3,988.18
Number DescriDtion of Pronertv OwnershiD yalue
8. IRA Wife Increased
value since
marriage
9. state Farm Life Wife Interest
Life Insurance Policy dividends since
marriage
lO. Contents of Safe Joint unknown
Deposit Box at PNC Bank
Boiling Springs
11.
Various stock approx. value
a-e is 8,370.13
a. lOO shares Dauphin Deposit
b. 100 shares Brooklyn Union Gas
c. 100 shares Tri continental Corp. a-e are
d. 106 shares Proctor & Gamble owned by
e. 60 shares PSE 7 G Plaintiff and
daughter, Lindsey
f. 3 shares Proctor & Gamble unknown
g. 105 shares PSE & G unknown
f & g are
owned by Defendant
and daughter, Katie
B. Non-Marital Assets
Number
DescriDtion of ProDertv
OwnershiD Value
1.
Life Insurance Policy
Husband 814.42
The marital residence is listed for sale with ERA Garman
Realty for One Hundred and Ten Thousand Dollars ($110,000.00).
The mortgage was Twenty Thousand six Hundred sixty-three Dollars
and Forty-one Cents ($20,663.41) on December 31, 1994.
As of
December 1, 1994, the mortgage is approximately Eighteen Thousand
One Hundred Dollars ($1~,100.00).
As noted, there are several items for which values still
need to be secured.
Additionally, there are numerous items,
including the stock, which is in Plaintiff's possession. At the
time of the pre-trial conference on this matter, the Master will
need to delineate who is responsible for the securing of
documentation to reflect the values of those assets.
II. Excert witnesses:
It is not anticipated that there will be expert witnesses
necessary in these proceedings. However, while it is presumed
that a stipulation can be reached as to the value of the vehicle
and other personal property, both tangible and intangible, the
Defendant reserves the right to call expert witnesses in the
event the parties cannot stipulate to the values.
III. witnesses:
It is anticipated that the defendant obviously will testify
on his own behalf relative to his case. Furthermore, Defendant
reserves the right to call additional witnesses and to provide
their identity at a later time.
IV. Exhibits:
Defendant's Inventory & Appraisement will be presented as an
exhibit in this case. The Defendant will also present the
following exhibits:
a. PNC Bank statements for money market accounts effective
November 30, 1993, attached as Exhibit "A":
b. Wife's state Farm Life Insurance Policy, attached as
Exhibit "B":
c. Defendant's state Employee's Retirement System, attached
as Exhibit "C", and
d. Meridian Bank statements for checking and savings
accounts and mortgage balance as of the date of separation,
attached as Exhibit "D"; and
e. Defendant's Income and Expense statement, attached as
Exhibit "E".
The exhibits referenced above are not intended to be
exhaustive and additional exhibits may be necessary based upon
information secured at the pre-Trial Conference in this action.
V. Gross income:
Defendant is currently employed at Eat 'n Park and he is
earning approximately Five Hundred and Twenty Dollars ($520.00)
gross per month.
VI. Income & EXDenses:
Defendant's Income and Expense statement is filed
contemporaneously with the filing of the Pre-Trial statement and
is self-explanatory.
VII. Pension:
Defendant received a lump sum payment on April 4, 1994, of
Three Thousand Nine Hundred Eighty-eight Dollars and Eighteen
Cents ($3,988.18) from the state Employee's Retirement system.
This represented the total amount of his contribution during his
employment with the state.
VIII. Counsel Fees:
The Plaintiff is asserting a claim for counsel fees,
however, Defendant's income is severely limited and he does not
have the wherewithal or financial ability to pay for his own
attorneys fees. Only through making extremely minimal payments
against attorneys fees and the commitment that Defendant will use
his limited marital assets he receives from the Master's Hearing
to pay for counsel fees, was he able to have adequate
representation. Thus, Defendant maintains that both parties are
on an even par in defending or asserting their rights.
IX. Personal Pronertv:
Defendant is not aware of any dispute as to the !tems of
tangible personal property.
X. Marital debts:
The following is a list of the marital debts that the
Defendant is aware of:
1. Mortgage on the jointly owned property;
2. Car loan for the 1990 Ford Tempo which is approximately
$2,500.00;
3. MasterCard with Bank of Delaware which has a balance of
approximately Eight Hundred Fifty Dollars ($850.00).
Defendant is assuming the debt with MasterCard while
Plaintiff has been assuming the car payment loan. Furthermore,
Defendant's maintaining the marital residence which includes the
payment of the mortgage and taxes.
XI. ProDosed Resolution of Economic Issues:
Defendant would suggest paying Plaintiff a lump sum of
Twenty-five Thousand Dollars ($25,000.00) for Plaintiff's
interest in the marital property.
Plaintiff would relinquish all right, title and interest in
the marital residence, as well as her interest in the parties'
personal property, and husband's retirement benefits. Husband
would assume sole responsibility for the repayment of the
mortgage with Meridian Bank and indemnify Plaintiff and hold her
harmless from any liability.
Plaintiff shall retain the 1990 Ford Tempo and assume the
repayment of the loan with Dauphin Deposit Bank.
Defendant
agrees to waive all right, title and interest in aforesaid
vehicle.
Defendant shall assume responsibility for the MasterCard
debt with the Bank of Delaware.
Furthermore, Defendant shall
waive all right, title, and interest he may have in the various
stocks acquired during the marriage, as well as any increase
value in Plaintiff's IRA.
The parties shall each retain the personal property in his
or her possession.
In addition, Defendant would propose each party be
responsible for their own attorney's fees, and the costs be borne
equally.
Respectfully submitted,
GRIFFIE & ASSOCIATES
Attorneys for Defendant
DATE: /Zjt5/91
BY (i.~.~#, ~~
Barbara /.1 . unis, squire
200 North Hanover Street
Carlisle, PA l70l3
(717) 243-5551
vs.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
No. 94-1085 CIVIL TERM
CIVIL ACTION - DIVORCE
CAROL S. BRICKER,
plaintiff
KENNETH E. BRICKER, JR.,
Defendant
CBRTIPICATB OF SERVICB
The undersigned hereby certifies that I did, this day
of
, 1994, cause a true and correct copy of the
Pre-Tr!al Statement and a copy of the Inventory and Appraisement
of Defendant, Kenneth E. BriCker, to be served upon the attorney
for Plaintiff, Carol S. BriCker, of record by the United States
mail, first class, postage pre-paid, to the following address:
Theresa Male, Esquire
10 South Market square
Harrisburg, PA 17101
d
Barbara J. u s, Esquire
Griffie & Associates
200 North Hanover Street
Carlisle, PA 17013
(717) 243-5551
DATE: IZjl5/1t!
,... .'._'_..w
iJN(J~AN n~
"'Hullu .'IIlI.all'\
Statement
177
LINDSEY E BRICKER
KENNErH E BRICKER, JR
1333 ZIHHERHAN RD
CARLISLE PA 17D13-924b
1."111."111,,,,"11,.11,1.1,,,,1.1,1,,1.11"1,"11
LAST PAGE
STATEHENT HUHBER 51-505a-o.~a
STHT END DATE
11-50-.5
ENCLOSURES
PAGE
o
1
PREMIUM MONEY MARKET
LINDSEV E BRICKER
KENNETH E aRICKER, JR
ACCOUNT NUttBER
TAK ID IM\IlER
LAST STHT END DATE
51-.s038-0''''8
192-Ioo-na7
lo-Z....5
fOR CUSTDnER SERVICE CALL
17171 258-5211>
BDILING SPRINGS OffICE
ACCOUNT SUMMARY
Will
~I
NITHDRANALS/DEa~~: I.
~~
.21
.
PREVIOUS BALANCE
St.S.D'
DEPOSITS/CREDITS
2.11
I~
DAILY ACTIVITY
E.PLANATloN OF TRANSACTION
YOUR PREVIOUS STATEHENT IALANCE
INrEREST PAYHENT
CHECKS AND
OTHER DEBITS
DEPOSITS AND
OTHER CREDitS
2.11
BALANCE
aU.09
al>5.20
ACCOUNT INFORMATION
HIN DAILY BALANCE
AVG COLLEcrED BAL
CHECKS AND DEBITS
aU.n
8b5.15
o
INTEREST PAID TNIS PERIOD
INTEREST PAID THIS YEAR
Z.l1
31.13
THE ANNUAL PERCENTAGE YIELD EARNED IAPYEI IS'
THE HUHIER Of DAYS IN THIS INTEREST PERIOD IS:
THE AVERAGE DAILY IALANCE USED fOR THE APYE ISI
THE INTEREST EARNED DURING THIS PERIOD IS:
2,a2 %
32
IU.15
2,11
flU '11',1"'1':'.. "."
EXIIIBIT "AU
PNCJBANK
S'\lllhll'lIl1;11 P.\
Statcmcnt
177
KATIE E BRICKER
KENNETH E BRICKER, JR
1333 ZIMMERMAN RD
CARLISLE PA 17013-9~4b
1,"111,"111",,"11,,11,1,1",,1,',1,,1,11"1,"11
LAST PAGE
STATENENT MUnBER 51-3031-0'21
S TNT END DATE
11-31-93
EHCLDSURES
PAGE
.
1
PREMIUM MONEY MARKET
KATIE E BRJCKER
kENNETH E BRICkER. JR
ACCOUNT NUttBER
TAX ID HlmIER
LAST STNT END DATE
ACCOUNT SUMMARY
51-3038-0921
193-72....&21
lO-2:-r.3
fOR CUST~ER SERVICE CALL
17171 251-321&
BDILING SPRINGS OffICE
DEPOSITS/(REDITS
.~4
I~
PREVIOUS BALANCE
115.18
~
~I
WITHDRAWALS/DEIITS
.00
~L~I
~:':'l'S..62
DAILY ACTIVITY
1 I!ill
[' 10-29
" 11-5.
EXPLANATION OF TRANSACTION
YOUR PREVIOUS STATENEHT BALANCE
IHTEREST PAVNENT
CHECkS AND
OTHER DEBITS
DEPOSITS AND
OTHER CREDtT!l
,44
.ALANCE
las.18
las.&2
I
I HIH DAlLY BALAHCE
! AVG COLLECTED IlL
: CHECkS AHD DEBIIS
ACCOUNT INFORMATION
185.11
113.1'
.
INTEREST PAID THIS PERIDD
INTEREST PAID THIS YEAR
.44
&.77
THE ANNUAL PERCEHTAGE VIELD EARHED IAPYEI IS.
TIlE NUMBER Of DAYS IN THIS INTEREST PERIOD IS:
THE AVERAGE DAILY BALAHCE USED fOR THE APYE IS:
THE INTEREST EARHED DURING THIS PERIOD ISI
2.77 X
32
113.19
,44
"tl 'w~'n' II.., 'I'.'
J.J i'l t; lllA l~ ll~
SlIlIIllt 1'1111011 P-\
StalemClll
KENNETH E BRICKER, JR
CAROL S BRICKER
1333 ZIMMERMAN RD
CARLISLE PA 17013-9246
1,,,111,,,111,,,,,,11,,11,1,1.,,,1,1,1,,1,11,,1,,,11
STATEMENT HUHDER 51-4044-0045
CHECKING
t NNE R CK ,
~ CAROL S ORICKER
STMT END DATE
00-2/r-93
-it04'1-00'l
200-<l2-30Dl
00-06-93
CCOUN N MDER
TAX 10 HUHBER
LAST STHT END DATE
ACCOUNT SUMMARY
~
6Illll!llI
11,561.37
PREVIOUS BALANCE
4211.02
DEPOSITS/CREDITS
8,673.37
UllllIWI
7
DAILY ACTIVITY
vm
QD-06
08-10
EXPLANATION OF TRANSACTION
YOUR PREVIOUS STATEMENT DALANCE
CIIECK 735 REF' 21174067
CHECK 736 REF' 22219754
CIIECK 759 REF' 21177109
CHECK 7311 REF' 21172377
CflECK 737 REF' 22754753
OEPOSIT REF' 21331394
OEPOSIT REF' 21.B0734
CIIECK 740 REF' 21613353
CHECK 741 REF' 22527246
CHECKS ANO
OTHER OEBITS
2.00
3.60
45,64
50.00
110.00
08-11
08-12
08-13
08-16
08-19
0,370.15
10.00
ACCOUNT INFORMATION
MIN OAILY BALANCE
AVG CYCLE BALANCE
AVG COLLECTEO BAL
PNC AIM OEBITS
HON-PHC ATM DEBITS
TELEPHONE TFR DEIIITS
246.78 POINT OF SALE DEBITS
2,352.73
2,352.17
o
o
o
~ur.~~,~ARY OF CHECKS-.
C"ECK
W!lIlli
735
736
737
DATE
AIl!!1!IlI WI!
2.00 08-lD
3.60 08-10
lID.OO OB-ll
CHECK
Ul!IIW
73B
739
7'10
DATE
!I1l!l!lII UlI!
50.00 OB-10
'15.64 08-10
0,370.13 08-16
. GAP IN YOUR-CIIECK-SEqUENCE
YOU MAY WISH TO REqUEST ACCOUNT DISCLOSURES REqUIRED BY THE TRUTH IN SAVINGS
ACT, CONTAINING TERMS, FEES AND RATE INFORMATION FOR YOUR ACCOUNT. CALL DR
VISIT YOUR LOCAL BRANCH OFFICE. THE ENCLOSED PAMPHLET CONTAINS GENERAL
INFORMATIOH ABOUT TRUTH IN SAVIHGS.
I~'l .1"'" ..' '11.'. .. I'
(- ,:-ct~'"'::t
-,
.)
---
-
177
LAST PAGE
ENCLOSURES
PAGE
7
1
OR C STOM S V C CA L
17171 250-3216
BOILING SPRINGS OFFICE
WITHDRAWALS/DEBITS
,00
NEll IIALANCE
540.02
OEPOSITS ANO
OTHER CREDITS
BALANCE
'1211.02
0,370.13
303.24
326.70
246,78
0,616.91
11,920.15
598 . 02
540.02
o
CHECK
I!l!IlIWl
741
DATE
!I1l!l!lII WI!
10.00 011-19
.. - '~'- -
'.'-
KENNETH E. SRICKER, JR.
CAROl. S, BRICKER
1333 ZIMMERMAN ROAD
CARLISLE. PA 17013
740
~ 1:)/ .,13
!2:..!mn
1Il
::J.:-.:""U A e.f)._~ ~~ I Sl8'J70.iJ .
---c::r .
~ :..~--;-"k.;1t_~...g~.A~ !.tOol""
Ch:NU UUnk,NA _.. . _. ..
~_' :3'10 .:z.lflj,7 ./-/ ~..e./~",c~.1h-
I:o:i l:i l2 7 :i81: 077 00 l"l 78 "II'''lo 7..0 ,"ooo08:i 70 l:il"
_ __...."., '.~.'."'._" . ~Ol '.. ~ - -
"..'~..i._.___
..,
-
--
r
~
I
.\I.,...a'''''jl .', l',',) J".... ""',
OAfl IS "tal "._,((;1(0 (Jill I...S ",)Iu:f
. ONE .STATE FARK DRIVE ..,."'.
CONCORDVILLE PA 19339-0001 .".so'
APR. '19. 1993
POLICY
I,OAH
'\ll" III
'''f'''...... '0"
1 2 WO..IHS
01".10("0 fO
"lOUCI "'EulU"
142.50
NOTICE OF PAYMENT DUE
DUE DAlE
KAY 10,
1993
'A' IHIS ""OUN'
$142.50
INSURING
CAROL R BRICKER
POLICY NUMBER
LF-OB29-0956
POLICY INFORMATION
$50,000 FIVE YEAR
WPD
DIVIDENDS
PRIOR ACCUMULATION
INTEREST ADDED AT 8.50'
CURRENT DIVIDEND
CURRENT ACCUMULATION
POLlCV 0'" TE
MAY 10,
TERM
82.92
7.05
46.00
135.97"
1986
INSURANCE AMOUNT AS OF KAY
FIVE YEAR TERM
TOTAL INSURANCE
10, 1993
50,000.00
50,000.00
.. ANY ACCUMULATED DIVIDENDS WILL BE ADDED TO THE INSURANCE
AMOUNT YOUR BENEFICIARY WILL RECEIVE OR TO YOUR TERMINATION VALUE.
AGENT:DAVE KILLER AREA CODE:717 TELEPHONE:249-4251
211..'.1 ILOOO'"
EXHIBIT "B"
~ ~,
CHANGE OF BENEFICIARY ANDIOR SETTLEMENT SPECIFICATIONS
A SEPARATE FORM IS REOUIRED FOR EACH INSURED PERSON WHOSE BENEFICIARY IS TO BE CHANGED.
DO NOT SEND THE POLICY UNLESS REQUESTED.
To: ~lale Farm Life Insuranc}j compa'1Y,{ 0 Slate Farm Life and Accident Assurance
Re: Insured Person C..o.M--t: .f5;vl(:. ~ Policy No. {sl
I request payment of any sum payable on the insured person's death be ma e s shown elow. Payment will be
subject to any assignment. Any prior provisions for payment upon the insured person's death are revoked, when
this request is recorded. For Additional Insured's or Children's rider, the rider's beneficiary provisions are revoked,
and the polley's beneficiary provisions will control. "Additional Insured", "Insured Child", or "Annuitant", will be
used in place of "Insured."
COMPLETE SECTIONS FOR ALL BENEFICIARIES, EVEN IF UNCHAIIlGED, GIVING THE FULL NAME, AGE.
ADORESS IIf different from the Insured'sl AND RELATIONSHIP TO THE INSURED PERSON FOR EACH, FOR
CHILDREN AS A CLASS, NAME THOSE NOW LIVING.
8ENEFICIARIES I METHODS OF SETTLEMENT
PRIMARY - Name, Age, Relationship, Address I' Check one: ti Interest Option 0 One Sum 0 Other-Explain:
Taxpayer Identilication Number (II aVBilable) . \
f<2A1flC1.il f:...,,o.,;tyhv; ~3) l
Yll..I.Eba.r\d . I
I
I
SUCCESSOR-Name, Age, Relationship, ~yess I
( 'i'xpayer Identification~Um~(l1 avail'l9le :J~ I
l"l.-) L0d E.. )yu. T Fa. e.5"~)
&. ((,f/) \'TI:4d -fo. s: it e ~.I"!
Method 01 settlement fo, Successor if no Primary survives
Insured Person.
Check one: l1Pnterest Option 0 One Sum 0 Oth~r-ExpIBln:
FINAL- Name, Age, Relationship, Address
Taxpayer Identification Number (II available)
One Sum Settlement Only
Unless changed by this request:
If Primary Beneficiary survives the insured person, any payment due a Successor Beneficiary will be In one sum,
Two or more surviving beneficiaries of a class will share equally.
If children of a person are named as a class, only children born to or legally adopted by that person will be
included as beneficiaries.
Family Income Rider Benefits will be paid in monthly payments to the beneficiary with present value available
in one sum.
Any beneficiary to whom a "time clause" applies will be deemed not to have survived the insured person if that
beneliciary is not living on the 30th day after insured person's death.
Special Provisions: The Company will not be responsible for use of any sum payable by a trustee. Payment to a
trustee will fully discharge all liability of the Company to the extent of such payment. If the trust Is not In force, or if
qualifying conditions for trust under Will are not met, paymenr will be made to the succeeding beneficiary, if any.
Qualifying Conditions for Trust under Will. The Will must be admitted to Probate within 180 days after Insured
person's death, and trustee must qualify within 1 year after insured person's death.
This change of beneficiary and/or settlement specifications will be effective when recorded by the Company. If
the policy requires endorsement, recording and mailing a copy of this form (and endorsement form, if any) to me
will constitute the endorsement.
/..(22. 9-;1.
Dated on c.;. -
D".~
?at
Witness
YI
$'1"""'.
I
C,IV · SOl" !\'t I . lO' JJ .
Policyowner 'r, I ~, 1\ . ~'I r ~I "
- S,gn8IU'.
FOR REGI NAL OFFICE USE.ONLy.,*-;~~.~r~'nii<:7~
~hange ~I beneficiarY Recorded En'dorsed p~,i';:;;;;J,i;e~~~~~'
o Change name . Recorded Endorsed 0 Policyholder ""\'\
f ...
../0 0 Agent .:....~o.:.. :.
Ii" Policy not sent in . .... .0' 0 Otherwise' ~..
Reco ~y: A~. ~L. !
UI. a..~ _~
-se"Hl: AY
Stat. farm LIf. Inlur.ne. Company
Stltl F8rm L1fl Ind Accldlnt Assurlnce Complny
Date ~, ~;7 . q ^
STATE FARM LIFE INSURANCE COMPANY
38-2841
OWNER'S SOCIAL SECURITY NO.
178-38-6114
USE REVERSE SIDE FOR
CORRECTION OF SOCIAL SECURITY NO.
ONE STATE FARK DRIVE
CONCORDVILLE PA 19339-0001
04/02 RPU ANN CONTACT
'NSUN'Na CAROL R BRICKER
.aL'CY NUMBER LF-0613-9470
1".111",111".",11"11,1,1",,1,1,1..1,11.,..11,,.11,...111
CAROL R BRICKER
1333 ZIKKERKAN ROAD
CARLISLE PA 17013-9246
"-"'---\
1 );~~~-., ·
1,IIII,I,I,II,"I1,I.liri;mnOl,IL,II"",II,1
STATE FAR~ L'i?E-=:'. I
ONE STATE IFARK'DRIVE
CONCORDVILbS-P~~9339-2000
! ; ..-r/~ ':: ;~'}.~':_ :!....iI'~;'it ~-.:._:~: ;';~~".~':''''':~m nUs POfmOII ,CiA .,0.. RICOI'D' .,.,- MT\IVI THil MO't'I.wmt Nlf 'AnuI'. . .l': . - '.:".}i;:t-.: ...::~~; ~:,
;. ;J'''~<~~':';' .;' - '.' '"::..: ",~,,,;.: 'to'. ~l:.. ;) tl'. . . : " ..... ~l.'.:;;~.. .'0 '. . :.. ..: '.. ~':: :~.'; ?' /..:' , :.:: . . .~:' ~;.~. ~;-.,
! :.. AU AMOUNTI U"CT TO ~ICATIOII MO 'AYIIPT 0' PIlIIMIUIII TO ,.. DUI DATI
l- . . .~ . .", TlWISAc:T1OlI AITIJI_" ".. .
ONBc S'rA'rB.FARX' DRIVB .i....' '.' litIS DA"IS IIOT .... ,,." ". '-' .', ,.. ','.
I CONCORDVILLE PA 19339-0001 .mEmD a. "'IS IlClTU APR. 2, 1993
..' .... NO'rICE OF YOUR POLICY'S STATUS
W YOU HAVI MOVIe. 'l1A1l CONTACT YOU" AG(NT SHOWN llELOW 0" llElE "IVI"S! 1101
INSUftING . .....
CAROL R BRICKER
'OLley NUMIIJt
LF-0613-9470
'OLlCY OAn
APR. 5, 1982
'OLley INfORMATION
FLEXIBLE PREKIUK ANNUITY
,.
.... .
.'. A.
. . ;~~fJ~:
TOTAL VALUE OF CONTRACT AS OF APR. 5, 1992 $6,585.06
INTEREST EARNED ON THAT TOTAL VALUE AS OF APR. 5, 1993 341.69
TOTAL VALUE OF CONTRACT AS OF APR. 5, 1993 (1) 6,926.75
TO KAKE SURE YOUR RETIREKENT FUND IS THERE WHEN YOU NEED IT, CONTRIBUTIONS
SHOULD BE KADE ON A REGULAR BASIS. THE INTEREST RATE FOR PAYKENTS RECEIVED
IN OUR REGIONAL OFFICE DURING APRIL IS 4.30'. PRESENTLY, THE INTEREST RATE
AND GUARANTEE PERIOD OF AT LEAST ONE YEAR ARE SET THE FIRST OF EACH KONTH
AND APPLIED TO PAYKENTS RECEIVED THAT KONTH. TO TAKE ADVANTAGE OF THE
CURRENT INTEREST RATE. SIKPLY. ATTACH. YOUR.,CHECK TO THE STUB POR!tlON_OF .THIS
NOTICE AND RETURN IT TO OUR OFFICE.
SEE CONTRACT FOR WITHDRAWAL CHARGE, IF ANY.
COMMONWl!A1,TH OF ~5YLVANIA
STATE EMPLOYES' RETIREMENT SYSTEM
'.0. lOX nt7
IIAIlIUSluac. nNNSYtVANIA InOl-nt7
TEUlPHONlb n7.m-tUJ
SERSoI96
.~ ~ ~ 4 L
.:!., 1~?4
KENNETH E.
E:HCl<EF.
~EM=ER SS# 2C5 42 30~1
1333 ZI~MERMAh R~AD
CARl.! Sl..E
?A 1:'013
DEAR RECIPIENT:
ENCLOSED IS A LUMP SUM PAYMENT IN THE AMOUNT OF 53,988.18 .
THIS REPRESENTS A WITH~RAWAL OF'YOUR TOTAL CONTRI3UTIONS AND
INTEREST LESS THE MANDATORY 20: WHICH IS WITHHELD FOR FEDERAL
:NCO~E TAX ?UF.P~SES.
IF Y~U ~ERE A MEA~E~ OF THE ilETi~!HE~T SYSTEM JEF~?E J~~UA~Y 1,
19;~, YO~P CONTRI:UTIO~S PillaR TC Th~T ~ATE ~E~E T~XED AS PART OF
Y:Uil GlOSS I~CO~E AT THAT TI~E. T~!ilEFOiE, ~O T~XES A~E 5S:NG
~ITHhELC ON THAT PORTIJ~ OF YQU~ CJNTRISUT:~NS. HJ~EVE~, ~NY
CJ~TiI~UTI:~S ~ACE ON ~R AFTi~ JA~UAiY 1, 1932, PLUS ~LL I~TEqEST
CilSDITE~ TJ Y:U~ ACCOUNT, A~S F~~l..Y TAXA~LE F~~ FE)ERAL INCOME
TAX PU,i'.:S!S.
7ri!S ?~Y~E~T HAS ~E~:( ~E?~~T~) TO T~E INTE;~~L ~~V~~UE S~~V::S.
:F A 1J.,-~ FO~~ IS NOT E~CL:S!O ~!i~ iHIS L!TTE~, y~~ ~:LL
~EC~:V! CNE P~:J~ T' JA~U.~Y 31 JF ~j~~T y~:~, ~:T~ T~~ '1!:~S!l;Y
I.~^ ~:,F-:~:';;"T:'J" R:~A;!O:\'~ !-:: :~Y'~:'~i. 1.:1:;= C~:.::\,-r i..:',., j"~:?.:
.:..:: .: :;".~.:/L":'''':~ S7~T~:" L.;C.ll T.1X:~ ~'. ~'IY :.~"':r:7S :~::;
,. ,'\ oJ , 7;:,,; ~'fZ7:"'.
7h~~ L~TT~A A~~ T~~ 1:;O-~ FOR,~ T~Ar YOU ~!C~:V~, :H~~L'.. ~~?T
::; ~ Z'F~ FL'C~, ~S V:J hILL S!EJ TH~ :~F~?~~T:O~ ~H~'i F:L N~
t)~~ Fl~~~AL :~C:~~ T:~ ~:TU~~. TH:S:5 r~1 C~LV ~CT::~ y U ~!LL
~~~~:VI. T~!~~::; ;~.~~ C~~~i~ F:~ !~C~ F!:J!~T :F ;~FL C~i!
:~I::~::":.\i:':'\.
;;:\:::~!LY,
LINOA M. ~ILLER, DIRECTOR
:ENEFIT DETE~MISAT!ON DIVISION
G ..
J
. ....ldlen
...,. ,.. All ....11
.fE~!"'OR
AI!'I!AI!N(I!
~,
1~8IW~,~~D
.....L~k8MIt..o.
---
-
_l trl~- "I. .,..,.~.... .,.,.....,. ..-
:
~.t.,..,.
CHl!CICING I'I.AHlI
Il'l\I IHH I'I.AHlI
Cl!MI"IC"TI!I
IleTJIlI!MI!NT IIlIIINGI
IN!~JT IIC&:OUHTS
1~~'rijAro6D iml
~--------_.---.-.---------------.
- 0.00 - 10...... -
~----------o:oo-!---------;;:ii-~
~---------------.---------------~
- 0.00 - 0.00 -
~_._-------O:OO-!----------O:OO-~
~---------------.--------------_.
LIMI!I Of' CAl!DIT
LOAN IICCOUNTI
E~W DU~~ING
:------------.0.1---------.0:00.:
~_._---------.--.--------------_.
I"TI'lLLMI!NT LllAHI
r,l~? DUi~~ING
~._-..--._-._.--I-.-------------.
. Z,..OO,~~ ZO."3.'" -
~---------_. ~---.--------------_.
, INRNCJI'lL PAOf'IU!
~~l,
AC~~TI
.TOTI'lL __ANCI!II
~---------------.
- t.t.7'-
.---------------.
p---------------.
. ZO.,,]..., -
.---------______4
II'DATI!
-----------------------------.-------------------------------------------------------
~VLl/ANli HAS IlDOPTI!D~IO All II Nl!N AREII CIIN! ,.011 IT' SDUTNl!lIlOTI!RN
IlI!OUI"....I!l! LlJDINO PlIILA LPHIII COUNTY. THI ~"I!CTS ,lIME Nl!AIDIAH
Lgo;AT 0Ifll. PLIAllI! ALL DlAECTOIlY AG; TANel! FOIl DETAIL'.
.'
H ..
EXIIIBI'r "0"
.
H ..
;,
....rldlan
'-'.'811 IMll
I'lWlI! 2
I~~I~~,~W
.'I.ICI _L~~8Mlt.OI
--
---
.., ..~ .. u.
~iilnM"''''J
.
....nt,.... .. _
....... CMIC1CI.. to" -a1lI
----.......-----...--.----------.
mlAa
ILI~~mllT.
1..1 ~. a
1O"'r:Oi
.3.J..
13......
CMlCICS "'ID
----------
IU_U ~TI
NCUIT - -.l!R DATI
-
tI:ll: It' if~!,
AMOUNT : _IIIR DATI
'fl:'!: lIS 81~g~
. GAP I" II!lIUINCl
NCUIT
to.og
....0
In 1~1
~ILV m. JIallCTlClMS
------------------
MYa fJl.UIICTIClN. i'I~n ~HI IIlLAHCe
-i~-:~;1!i-Gi~iNO-~--------------------------------.!-------------!-------;:~:~~!--------~;I:ig-
,~_ ICS ..00 "'1.00 - 11'1.00- - II .10
I ~ . 11.00 . 12.00- - 10 'iI
,~~ 1_ IT - ~'I.'IZ- ?II.
I.U 1- 20.00 . m'OO- - ,,,.
o,~o,- I( 3110.00 .00' 311.
Ol~or ICS ".1" '''.00 '10,00: 7,'..: '0.....11
01'1"- NO IflUltG 10.....8
~I_ QIIJ J1{
~.-----------------------------------------------------------------------------------
'T~flMlNT ~IHOa 1IZ-'I'I77Z1-G'I
---------------------------------
TAlC lD
IIIGI...IHG ~
~ ~~r.eBU'TS
INll:io KIM:a
~"R 01' DA* IN STATIMlNT PERIOD JJ
lHT'PAID TH PERIOD 0.00
CURRENT INT ST RATI .~~."7'
AVERAGI Cll'clll TED IlALANCI z.Z'
~D 'H ~1~ISbD _D 0 :r,'
2011'I23001
IU.72
eoo.H
113' , :sot
77.2t1
DAILY TMIlACTlClNI
------------------
. H1THDRAMALS DeposITS
DATI r._ JIIIlCTIClN Deans CRED TS IIlLANCE
-,2;i;f----NN-NG-~------------------------------.--!--.----------!-------------!--------"~:;--
I~~I! . - '100 ~. "n
lie "..".NT TO IHIlTALL, LOAN ..200..201112- ..".". . . I~:n
,_ - - 300 00' "n 'Ii
\' z- _' ' - ..".,,- ' - 7 :2t1
, r NlJ ...."..,1 . - . 7 .28
COtlTlHUED . . .
I ..
. .....
... ....~
~.;.,-......",.,,^
.,.c. ,..",~,.,' {Iiit:::'._. ,;?~~;.
ii::'il-UoIliIG ML.JKI
COMr I~D , . ,
I It
.
... -
--.
. Meridian
_..... IMII
a:f1l. I.tmif" .III CIIt
81iilrwwt'':Y, . ~
I'fW;e :J
I~If.f=t.."ir
Al!'I!IlCNCI 1Ul1e1~k8MIt..o,
r
"100-0ta0' ..
N.100.00
~ OIlJlArI. ".=T.
IO.MJ.'" ... ZJ
'=l
.."."
JiTl
02"""'"
...." TI'III ID
.,.." 20""00'
l5iW'
~
"
,
-,
~'.
"
A~
J ..
INCOME AND EXPENSE STATEMEN"r OF
SSN 208
42
--.
OR' CATE
. -
THIS STATEMENT MUST BE FILLED OUT
KENNETH E. BRICKER, JR.
3001
.
(If you are self-employed or If you are salaried by a business ot which you are owner In whole or In part, you must
also "" out the Supplemental Income Statement which appears'on the last page ot this Income and Expense
Statement.)
INCOME
(a) Wages/Salary
Employer & Address
Job Title/Description
Pay Period (weekly, bl.weekly, monthly)
Gross Pay per Pay Period .................................................................................................................... S 480.00
Eat 'N Park Restaurants. 1251 Harrisburq Pike. Carlisle. PA
diswasher
Payroll Deductions:
Federal Withholding ..................$
Social Security ...........................$
Local Wage Tax ..........................$
State Income Tax .......................$
Relirement ..................................$
Health Insurance ........................$
Other (specify) .....;;,~.p.p.,~,':.!:......$
s tat e un e n:'.~.~.?X.~.:.?.;....$
.........................$
bi-weekly
27.40
36.71
4.S0
13.44
-0-
-0-
ISO.OO
.72
216.93
Net Pay per Pay Period ......................................................................................................................., $
(b) Other Income
InteresUOividends ......................$
Pension/Annuity .........................$
Social Security ...........................$
Rents/Royalties ..........................$
Expense Account .......................$
Gifts .............................................$
Unemployment Compensation .$
Workmen's Compensation .......,$
Total, Other Income .......................$
Week
Month
Year
$
S
$
S
S
S
S
S
s
s
s
s
s
s
s
s
s
s
,. _ INCOME AND EXPENSE STATEMENT OF
'J-~.......4"- t t)-wJ~ ~
I ve"fV Ihalthe slatemenlS made in this Income and Explnse Slat..
menl are true and cer'ect. I understand tnat 'alsl statements herein
are made Subjecl to the Plnallles of 18 Pa.C.S. .90. relallng to
unSWQrn falsi fica lion to authorities.
Dlte: 1.:1-/). '1'/
PilI nUll or OellnOlnt
EXIlIBIT "E"
Household
Week :.'.
C:1Ud
Week
Housenold
MontlT
ClUd
Montn
EXPENSES
Home
MortgaglllRent' ., , ....
Maintenance
"
Utilities (lelephone. heatl!'lg
.ele~nc:.'tc:.l
employment (transllortatlon..
luncnes,
S
$' .
$ 419.67 $
$ .$
$ 101:50 $
$ $
$ 113.65 $
$ 11.33 S
$ $
S 17.00 S
S S
S $
S S
$ 80.00 S
S S
S S
S S
s
s
iaxes
Real Estate._
P'!~onal Pre celt'( .
Income._
Insurance
Homeowne~
AutomOollll
LHeJAc:::dent/Healll1 .
Olher ...
AutOmooile (payments. luel.
recalt'S) __._._...__
s
S
$
--
s
s
s
s
s
s
s
S
$
S
S
S
$
S
S
S
S
S
$
S 90.00
S 90.00
s
s
s
s
Medical
Ooc:or. Oentlst. Crtnodontlst '_'__ S
Hosollal . ___ S
Scec:al (glasses. oracas. atc.) .. $
.
E~ucatlcn
Pnvate. P:uoc:1ial 5coool
College ...--:.._
P'!rsonal
s
.__ S
c:otnlnc; .._.___..______ .S
Feed ...._____._. . _' S
Olner (houSenold SUCllUlIS.
bartler,lItc.).____
C;edll ~ayments and loans
Miscellaneous
Housenold Mellllc:1i1d care "_'__ S
entertainment (Inc:. Ilalle~.
bOOKS. vacation. pay TV, etc.).._ S
Gitts/C:"Iam3Cle contribution$. S
Legal F'!es S
Other Child suoPdrtiallmony
payments ..__ .'
Olher (scecify)_
s
s
25.00
s
S
$
_ S
S
$
60.00
S
S
s
S
6.00
S
S
S
S
S
$
50.00
-- $
S
$
S
S
S
iotal E.~penses .__..
__ S
S 884.15 S
-_.
.
PROPERTY OWNED
Checking Accounts ........
Description
MeridiAn Bank
Value
S 300.00
S
S
S
S
S
S
S
Ownership.
H W J
x
---
........
Savings Accounts ...........
---
---
...........
Credit Union ....................
---
....................
Stocks/Bonds ................,.
..................
---
x
Real Estate ......................
13~' 7.;mm~rm~n Qn~A
".:a...1iale$1nc::.nnn no
......................
s
s
s
s
---
Other ................................
---
.............,...,..............
Total, Property.....................
INSURANCE
Company
Policy No.
Coverage'
H W C
Hospital...........................
Medical............................
Health/Accident ..............
Disability Income ............
Other (denIal, elc.) ..........
("H . Husband, W . Wife, J . Joint. C . Child)
---
---
SUPPLEMENTAL INCOME STATEMENT
A. This form must be filled out by a person who (check one):
_ (1) operates a business or practices a profession; or
_ (2) is a member of a partnership or joint venture; or
_ (3) is a shareholder in and is salaried by a closed corporation or similar entity.
B. Attach to this statement a copy of the following documents relating to the business, profession, partnersnip.
joinl venture, corporation or similar entity.
(1) the most recent Federal Income Tax Return, and
(2) the most recent Profit and Loss Statement.
C. Name and Address of business:
Telephone Number
D. Name and Address (If different than C) of accountant, con trailer or other person in charge of financial
records:
E. (1) Annual income from business ............................................................................................. S
(2) How often is income received? ............................................................................................ S
(3) Gross income per pay period ............................................................................................... S
(4) Net income per pay period ................................................................................................... S
(5) Specific deducllons If any .................................................................................................... S
....
~ g S
l::~~ .c
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CIVIL ACTION - DIVORCE
Theresa Barrett Male
Supreme Court 146439
10 South Market Square
suite 500
Harrisburg, PA 17101
(717) 233-3220
Attorney For Plaintiff
CAROL S. BRICKER,
Plaintiff
.
.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 94-1085 civil Term
.
.
v.
.
.
KENNETH E. BRICKER, JR.,
Defendant
.
.
PRE-TRIAL STATEMENT OF CAROL S. BRICKER
Background Information
Date of Marriage: May 12, 1990
Date of separation: December 31, 1993
Number marriage: Third for Plaintiff; first for Defendant.
Children:
4/17/91).
Lindsey Bricker (DOB: 4/22/80) and Katie Bricker (DOB:
Per agreed order, Wife has primary physical custody.
Child/spousal support: Per court order dated May 18, 1994, Husband
pays unallocated child and spousal support of $80 per week.
Wife: Carol S. Bricker [DOB: 4/16/54; SS# 178-38-6114] resides at
1106 Musket Lane, Mechanicsburg, Cumberland county, Pennsylvania
17055 with her parents and the parties I children. LPN (pre-
marriage). Employed on a "call" basis by Alternative Nursing.
Husband: Kenneth E. Bricker, Jr. [DOB: 11/8/57; SS# 208-42-3001]
resides at 1333 Zimmerman Road, Carlisle, Cumberland County,
Pennsylvania 17013. High school graduate. Fired in 1993 from
position as guard at Cumberland County Prison. Now employed at Eat
'N Park.
Related Court Actions: Wife and husband are the plaintiff and
defendant respectively in a protection from abuse/custody action
docketed to Cumberland County No. 94-140-Civil Term.
personalty:
. 1990 Ford Tempo (J)
. 1982 Subaru Brat (H)
3,875
575
. .
Marital Assets
Real Estate:
Marital residence - 1333 zimmerman Road, Carlisle, PA
. purchased: 1988 (JT)
. Fair market value: $105,000
. Encumbrances: Mortgage balance: $21,000
. Net Equity:
$84,000
pension/Retirement Benefits
. Cumberland county Pension Distribution
to Husband
4,500
Estimated Value of Marital Estate
$92,950
Non-Marital Assets
. IRA (W) (Pre-marital)
. PSEG Custodian Acc't (Lindsey)
. PSEG Custodian Ace' t. (Katie)
. P & G custodian Acc't (Lindsey)
. BU custodian Acc't (Lindsey)
. Tri-Cont. custodian Acc't (Lindsey)
. Dauph. Dep. Cust. Acc't (Lindsey)
. Fidelity custodian Acc't (Katie)
$7,234
66 shs
2.5 shs
97.4 shs
2.1 shs
110 shs
2.1 shs
$1,100
Disputed Personal property
Wife requests the following:
. the children's toys (GAR)
. other toys (BSMT)
. Chest of drawers
. Katie's toys (DR)
. Katie's crib
. 4 place-settings (SS)
Marital Debts
. Mortgage ($21,000)
. orthodontic bill for Lindsey ($500)
. Purchase of dog, equipment and vet bills ($350)
Non-Marital Debts
. Bank of Delaware Mastercard (H)
2
. N/A
Property Transferred
Experts
. None identified as yet
witnesses
. Plaintiff
. Dave Barr (Realtor)
. will supplement if necessary
Alimony, APL , Counsel Pees and Expenses
Wife has raised claims for alimony, alimony pendente lite,
counsel fees and expenses.
Exhibits
. statements in support of custodial accounts
. Confirmation of wages for both parties
. Wife's statement for counsel fees and expenses
. others as may be determined after the pre-trial conference
Proposed Resolution
. Husband to pay to Wife the sum of $42,600 (50% of the total
marital estate minus the value of Wife's car)
. Wife will waive all claims for alimony, APL and counsel fees and
expenses if the master awards her 50% of the marital estate
. Husband to reimburse Wife $250 (50% of Lindsey's orthodontic
bill)
. Husband to pay to Wife $350 to reimburse Lindsey for the dog,
equipment and vet bills
. Husband to deliver to Wife the personalty identified under
"Disputed Personal Property"
~,
Date: December 14, 1994
;; l UII .....4 u:-ct.
Theresa Barrett Male, Esq
Supreme Court # 46439
10 South Market Sq. - Suite 500
Harrisburg, Pennsylvania l7101
(717) 233-3220
Attorney For Plaintiff
3
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THERESA BARRETT MALE
COUNSELOR AT LAW
10SOUTHMARKETSQUARE
SUITESOO
HARRISSURG,PA 17101
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THERI!lIA BARRETT MALE
COUNSELOR AT LAW
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SUITE 110O
HARRlseURG,PA 17101
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THERESA BARRETT MALE COUNSELOR AT LAw
10 SOUTH MARKET SQUARE · SUITE 500
HARRISBURG. PENNsvLVANIA 17101
(717) 233-3220
FAX (717) 233-6862
December l4, 1994
E. Robert Elicker, II, Esquire
Office of Divorce Master
9 N. Hanover street
carlisle, PA 17013
ReI Bricker v. Bricker (No. 94-1085)
Dear Mr. Elicker:
Enclosed is the original of plaintiff's pre-Trial statement
for filing in the above-referenced divorce action.
sincere y,
1: 'L,,,.,--.~-u-tt Yh~
4heresa Barrett Male//l
TBM/sca
Enclosures
cc: Barbara J. Yunis, Esquire (w/enc)
Carol S. Bricker (w/enc)
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Theresa Barrett Male
supreme Court 146439
10 South Market Square
suite 500
Harrisburg, PA 17101
(717) 233-3220
Attorney For Plaintiff
CAROL S. BRICKER,
Plaintiff
:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 94-1085 Civil Term
v.
.
.
KENNETH E. BRICKER, JR.,
Defendant
.
.
CIVIL ACTION - DIVORCE
PETITION RAISING ADDITIONAL ECONOMIC CLAIMS
Pursuant to Pennsylvania Rule of Civil Procedure 1920.13(b),
Plaintiff Carol S. Bricker, by her attorney Theresa Barrett Male,
Esquire, raises the following economic claims in the above-
captioned divorce action:
EOUITABLE DISTRIBUTION
1. During the marriage, Plaintiff and Defendant have acquired
various items of real and personal property.
WHEREPORE, Plaintiff requests the Court to enter an Order
equitably dividing all the marital property.
ALIMONY
2. paragraph 1 is incorporated by reference.
3. Plaintiff lacks sufficient assets to provide for her
reasonable needs and is unable to support herself fully through
appropriate employment.
, ~ ^~".,--~.-
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4. Defendant has sufficient assets to provide continuing
support for Plaintiff.
WBBRBPORE, Plaintiff requests the Court to enter an order
granting her alimony.
ALIMONY PENDENTE LITE. COUNSEL PEES AND EXPENSES
5. Paragraph 1 is incorporated by reference.
6. Plaintiff lacks sufficient assets to provide for her
reasonable needs and is unable to support herself fully through
appropriate employment.
7. Defendant has sufficient assets to provide continuing
support for Plaintiff.
8. plaintiff has retained counsel to pursue this action and
has agreed to pay her attorney a reasonable fee.
9. Plaintiff lacks sufficient funds to meet the costs and
expenses of pursuing this action, including counsel fees and the
costs to retain experts to value the marital assets.
10. Defendant has sufficient assets to provide alimony
pendente lite, counsel fees, costs and expenses for Plaintiff.
WBBREPORE, Plaintiff requests the Court to enter an order:
(a) awarding Plaintiff alimony pendente lite, interim counsel
fees and expenses; and
2
"
(b) thereafter awarding Plaintiff such additional alimony
pendente lite, counsel fees and expenses as the Court deems just
and appropriate.
L~~
Theresa Barrett Male, Esquire
supreme Court #46439
10 South Market Sq.- Suite 500
Harrisburg, pennsylvania l7101
(717) 233-3220
Attorney For Plaintiff
Dated: November 1, 1994
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VERIFICATION
I, Carol S. Bricker, state upon personal knowledge or
information and belief that the averments set forth in the
foregoing document are true.
I understand that false statements herein are made subject to
the penalties of 18 Pa. C.S. S 4904, relating to unsworn falsifica-
tion to authorities.
(1 "Q c:;" ~ 1 :. ~ , ~
Carol S. Bricker
Date: \ \\ \ \Cf.I
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ASSETS OP PARTIES
Kenneth E. Bricker, Jr., Defendant, marks on the list below
those items applicable to the case at bar and itemizes the assets
on the following pages.
Real Property
Motor Vehicles
(X) 1-
(X) 2.
(X) 3.
( ) 4.
(X) 5.
(X) 6.
(X) 7.
( ) 8.
(X) 9.
( ) 10.
( ) 11.
( ) l2.
( ) 13.
( ) 14.
( ) l5.
stocks, Bonds, Securities, and Options
Certificates of Deposit
Checking Accounts, Cash
Savings Accounts, Money Market and savings
Certificates
Contents of Safe Deposit Boxes
Trusts
Life Insurance Policies (indicate face value,
cash surrender value and current beneficiaries)
Annunities
Gifts
Inheritances
Patents, Copyrights, Inventions, Royalties
Personal Property Outside the Home
Businesses (list all owners, including percentage
of ownership and officer/director, positions held
by a party with company
( ) 16. Employment termination benefits-severance pay,
workers' compensation claim/award
( ) 17. Profit Sharing Plans
( ) 18. Pension Plans (indicate employee contribution and
date plan vests)
(X) 19. Retirement Plans, Individual Retirement Accounts
( ) 20.
( ) 21.
( ) 22.
( ) 23.
(X) 24.
( ) 25.
( ) 26.
Disability Payments
Litigation Claims (matured and unmatured)
Military/V.A. Benefits
Educational Benefits
Debts due, including loans, mortgages held
Household furnishings and personality (include as
a total category and attach itemized list if
distribution of such assets is in dispute)
other (Cemetary Plots)
LIABILITIES OP PARTIES
Kenneth E. Bricker, Jr., Defendant, marks on the list below those
items applicable to the case at bar and itemizes the liabilities
on the following pages.
SECURED
(X) 1. Mortgages
( ) 2. Judgments
( ) 3. Liens
( ) 4. Other Secured Liabilities
UNSECURED
(X) 5. Credit Card Balances
( ) 6. Purchases
(X) 7. Loan Payments
( ) 8. Notes Payable
( ) 9. Other Unsecured Liabilities (College Loans for Children)
CONTINGENT OR DEFERRED
( ) 10. Contract or Agreements
( ) 11. Promissory Notes
( ) 12. Lawsuits
( ) 13. Options
( ) 14. Taxes
( ) 15. Other Contingent or Deferred Liabilities
MARITAL PROPERTY
Kenneth E. Bricker, Jr., Defendant, lists all marital
property in which either or both spouses have a legal or
equitable interest, individually or with any other person, as of
the
date
that
this
action
Item
Number
Description of
ProDertv
l.
Real Estate
l332 zimmerman Road
Carlisle, PA 17013
1990 Ford Tempo
2.
3 . stocks
a.
lOO shares Dauphin Deposit
b.
100 shares Brooklyn Union
Gas
c.
100 shares Tri-continental
Corp
d.
106 shares Proctor &
Gamble
e.
60 shares PsE & G
f.
3 shares Proctor &
Gamble
g.
105 shares PsE & G
5.
Meridian Bank Checking
was
commenced:
Names of
All OWners
Joint
Joint
wife
& daughter,
Lindsey
wife,
& daughter,
Lindsey
wife
& daughter,
Lindsey
wife,
& daughter,
Lindsey
wife,
& daughter,
Lindsey
husband &
daughter,
Katie
husband &
daughter,
Katie
Joint
Date of
Acauisition
11/30/88
on or about
May 8, 1990
August 1993
August 1993
August 1993
August 1993
August 1993
April 1993
April 1993
March 1990
.............-.......-;,.....,..,-
Item Description of Names of Date of
Number ProDertv All Owners Acauisition
6. a. PNC Bank Account husband & June 1991
1I51-3-38-092l daughter,
Lindsey
b. PNC Bank Account husband & June 1992
II 5l-3038-092l daughter,
Katie
c. Meridian Bank savings Joint March 1990
i/82-55772l-05
7.
Contents of Safe
Deposit Box
unknown
Joint
January 1991
9.
state Farm Life
Life Insurance
Policy
Wife
Prior to
marriage
(Interest dividends
since date of
marriage)
(began working)
Sept. l, 1990
State Employee's
Retirement system
Husband
19.
a. IRA
Wife
Prior
to marriage
24.
b. State Employee's
Retirement System
a. Mortgage with
Meridian Bank
Dillsburg, PA
b. Car loan with
Dauphin Deposit
c. MasterCard with
Bank of Delaware
Husband
(began working)
Sept. l, 1990
Joint
Nov. 30, 1988
Joint
May 8, 1990
Joint
Sept. l, 1990
MARITAL PROPERTY (continued)
Cost or Value Cost or Value
Item As of Date of As of Date of 30 Days prior
Number Acauisition secaration To Hearina
l. $89,900.00 $110,000.00 $110,000.00
2. approximately 4,700.00 4,700.00
$lO,OOO.OO
3. a-e approximately unknown
8,300.00
f & g unknown unknown
5. n/a lO4.48 n/a
6. a. n/a S65.00 unknown
b. n/a l83.62 unknown
c. n/a 77.28 unknown
7. unknown unknown unknown
9. unknown unknown unknown
19. a. unknown unknown unknown
b. n/a 3,988.18 n/a
24. a. $30,000.00 20,663.41 l8,100.00
b. approximately approximately
$10,000.00 $2,500.00 unknown
c. n/a l,300.00 850.00
MARITAL PROPERTY (continued)
Item Non-Marital Amount of Nature of Holder
Number Portion Anv Lien Anv Lien of Lien
l. Pre- $60,000.00 $18,100.00 1st mortgage Meridian
marital Bank,
Dillsburg
2. None approximately loan Dauphin
$2,500.00 Deposit
3. None N/A N/A N/A
5. None N/A N/A N/A
6. None N/A N/A N/A
7. None N/A N/A N/A
9. (a. ) None N/A N/A N/A
19. (a.) Increase N/A N/A N/A
in value
(b. ) None N/A N/A N/A
24. (a. ) $60,000.00 $l8,100.00 first Meridian
mortgage Bank
Dillsburg
(b. ) None 2,500.00 loan Dauphin
Deposit
(c. ) None 850.00 credit Master
card Card
Bank of
Delaware
Item
Number
Description
of Pronertv
Names of
All OWners
Date of
Acauisition
NOH-MARITAL PROPERTY
Kenneth E. Bricker, Jr., Defendant, lists all property in which a
spouse has a legal or equitable interest, which is claimed to be
excluded from marital property:
NONE
Item
Number
Cost or Value
As of Date of
Acauisition
Cost or Value
As of Date of
Acauisition
30 Days Prior
To Hearina
NOH-MARITAL PROPERTY (continued)
Kenneth E. Bricker, Jr., Defendant, lists all property in
which a spouse has a legal or equitable interest, which is
claimed to be excluded from marital property:
NONE
NON-MARITAL PROPERTY (continued)
Item
Number
Amount of
Anv Lien
Nature of
Arw Lien
Effective Date
of Lien
Basis for
Exclusion
From Marital
Pronertv
NONE
"
f',"
PROPERTY TRANSPERRBD
Kenneth E. Bricker, Jr., Defendant, lists all property in
which either or both spouses had a legal or equitable interest,
individually or with any other person, and which has been
transferred
within
the
preceding
three
years.
Item
Number
Description
of ProDertv
Names of All
Owners
Costs or Value
Date of
Acauisition
NONE
r.:..-"'-:
l. (a.)
Description
of Liabilitv
Mortgage
Car loan
LIABILITIES
Names of All
Creditors/Debitors
Date Liability
Was Incurred
Item
NUmber
2.
Meridian Bank
Dauphin Deposit
Nov. 30, 1988
May 8, 1990
various
24.
MasterCard
charqe
Bank of Delaware
LIABILITIES (oontinued)
Amount of Liability Date
Item on Date Incurred & Balance Periodic Pmt.
Number Action Was Commenced Is Due and Amount
l. $21,000.00 Ongoing 4l9.67 month
(date of separation)
2. 2,500.00 ongoing 209.31 month
24. MasterCard with Bank ongoing 60.00 month
of Delaware
CAROL S. BRICKER,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
No. 94-1085 CIVIL TERM
CIVIL ACTION - DIVORCE
vs.
KENNETH E. BRICKER, JR.,
Defendant
BNTRY OP APPBARANCB
TO: LAWRENCE E. WELKER, Prothonotary
December 5, 1994
Kindly enter my appearance as attorney for Defendant,
Kenneth E. Bricker, Jr., in the above-captioned action.
~ L-L '
Barbara J. Y i, Esquire
GRIFFIE & ASSOCIATES
200 North Hanover Street
Carlisle, PA l70l3
(717) 243-5551
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CAROL S. BRICKER,
plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 1085 CIVIL 1994
.
.
.
.
vs.
.
.
KENNETH E. BRICKER, JR., :
Defendant
IN DIVORCE
.
.
THE MASTER:
Today is Thursday, March 30, 1995
Present for a conference scheduled this date are the parties,
Carol S. Bricker and Kenneth E. Bricker, Jr. Present on behalf
of Carol S. Bricker is her counsel Theresa Barrett Male and
present for Kenneth E. Bricker, Jr. is Barbara J. Yunis.
A divorce complaint was filed on March 7, 1994,
raising grounds for divorce of irretrievable breakdown of the
marriage.
The complaint did not raise any economic issues.
The wife, however, subsequent to the filing of the complaint, on
November 9, 1994, filed a petition raising economic claims of
equitable distribution, alimony, alimony pendente lite, and
counsel fees and expenses.
The parties were married on May 12, 1990, and
separated December 31, 1993. Prior to the marriage of the
parties, the parties did live together since August of 1988.
Following the pre-hearing conference held on
February 17, 1995, counsel have engaged in negotiations with
respect to the outstanding issues and have obtained necessary
data to continue the process of negotiations. The Master has
been advised that the case has been resolved with respect to the
outstanding economic claims and counsel are going to place the
agreement on the record in the presence of the parties.
The agreement, as placed on the record, will be
considered the substantive agreement of the parties and not
subject to any modifications except for correction of
typographical errors which may be made in the transcription.
Therefore, what we place on the record today except for
typographical corrections will be the substantive agreement of
the parties, not subject to modification. We are going to have
the agreement transcribed today and ask the parties and counsel
to return to review the draft for any errors that may have been
made in the transcription; after those errors have been
corrected, if any, the parties will affix their signatures along
with counsel in affirmation of the agreement that was previously
entered on the record.
The Master will then prepare an order vacating his
appointment in the proceedings. The Master will also file with
the order the affidavits of consent of the parties which have
been signed and dated March 30, 1995, so that the divorce can be
concluded under Section 3301(C). Ms. Male.
MS. MALE:
1. The parties previously owned improved real estate
situate at 1333 Zimmerman Road, Carlisle, Cumberland
County, pennsylvania. The property was sold to Edwin Z.
Horst, Jr. and Lydia J. Horst, with the settlement date
of March 24, 1995. Proceeds from the sale have been held
in escrow by the settlement agent, Mike Hanft, Esquire.
The proceeds total $78,936.33. The parties have agreed
to distribute those proceeds as follows:
60% to husband for a total of $47,361.80 and 40%
to wife for a total of $31,574.53.
2. With respect to personal property, all tangible personal
property in husband's possession will be his sole
property without claim or offset by the wife with the
exception of the following items:
Television, television stand, lights, dishes,
glasses, two vacuum cleaners, one dresser, a dress,
patio furniture, ironing board, bassinet,
jackets and coats, Christmas ornaments, and
other miscellaneous items.
Those enumerated items are awarded to wife and wife
acknowledges that she has received those items prior to
today's settlement. All tangible property in wife's
possession will remain wife's sole and separate without
claim or offset by husband.
3. In terms of intangible personal property, the parties
have acquired during the marriage stock, most of which is
held by wife in custody for the children, Lindsey and
Katie. Husband holds some stock in a custodial account
for Katie. The parties have agreed to maintain those
accounts solely for the use of the children's education,
support and maintenance. The parties agree that husband
and wife shall be able to utilize in their sole
discretion the funds which each currently holds in
accounts for the children.
4. With respect to debts and liabilities husband will
satisfy the MasterCard balance and will not seek any
reimbursement from wife toward that bill. He will
reimburse wife $250.00 towards Lindsey's orthodontic bill
and $350.00 towards Lindsey's expenditures related to a
family pet.
The parties acknowledge that approximately $700.00 of the
MasterCard balance was charged for repairs to wife's
vehicle; therefore, there will be no exchange of monies
between the parties. In other words, the $250.00 and
$350.00, which husband otherwise would have paid to
wife is essentially being applied to the $700.00 charge
for repairs to her car.
5. Wife will retain possession of the 1990 Tempo and husband
has agreed to execute the title to the car today.
6. Wife has agreed to contribute 50% toward household
expenses while the house was being marketed for sale.
The parties, through counsel, have reviewed the
charges incident to that and have agreed that wife's
contribution is $328.70. In order to contribute that
amount wife has agreed to credit the arrears on husband's
child support order, which is docketed to Cumberland
county, No. 27 of 1994 DRO No. 22,217 in that amount of
money.
7. Neither party will pursue any additional economic claims
and wife specifically withdraws her claims for alimony,
alimony pendente lite, and counsel fees.
8. with the exception of the marital debts and liabilities
previously discussed, there are no other debts or
obligations incurred during the marriage for which the
parties are responsible. They are, however, responsible
for any liabilities incurred in their own names since
their separation date.
9. Previously, during the pre-hearing conference with the
Master, counsel had discussed a possible issue as to cash
or surrender value of life insurance policies. Both
parties are satisfied that there are no life insurance
policies with any cash or surrender value acquired during
the marriage or otherwise subject to distribution.
10. Husband had received a withdrawal from his SERS pension
in the sum of $3,988.18. Wife waives any and all
claims with respect to those monies.
11. Wife has an IRA which she acquired prior to the
marriage. There has been no value placed on the IRA
prior to this settlement agreement but husband expressly
waives any claims which he may have had to the increase
in value of the IRA if indeed any increase had occurred.
12. At the time of separation husband received approximately
$104.48 in a Meridian Bank checking account and a savings
account balance of $77.28. Wife waives any claims to
those monies.
13. Except as herein otherwise provided, each party may
dispose of his or her property in any way and each
party hereby waives and relinquishes any and all rights
he or she may now have or hereafter acquire under the
present or future laws of any jurisdiction to share in
the property or the estate of the other as a result of
the marital relationship including without limitation,
dower, curtesy, statutory allowance, widow's allowance,
right of intestacy, right to take against the will
of the other, and right to act as administrator or
executor in the other's estate. Each will at the request
of the other execute, acknowledge, and deliver any and
all instruments which may be necessary or advisable to
carry into effect this mutual waiver and relinquishment
of all such interests, rights, and claims.
MS. MALE: Ms. Bricker, have you been present while
I've described the terms of the agreement which we reached?
MS. BRICKER: Yes.
MS. MALE: Do you accept the terms of this
agreement as legally binding on you?
MS. BRICKER: Yes.
MS. MALE: Do you understand the terms of the
agreement as we have outlined it here?
MS. BRICKER: Yes.
MS. MALE: And have we had an opportunity to
discuss it prior to meeting today?
MS. BRICKER: Yes.
MS. MALE: Are you satisfied with the settlement as
we've stated it on the record?
MS. BRICKER: Yes.
MS. YUNIS: Mr. Bricker, were you present here
today to hear this property agreement?
MR. BRICKER: Yes.
MS. YUNIS: Do you understand the terms of the
agreement?
MR. BRICKER: Yes.
MS. YUNIS: Do you agree with these terms?
MR. BRICKER: Yes.
MS. YUNIS: Did you discuss with me the various
legal ramifications of the document?
MR. BRICKER: Yes.
MS. YUNIS: Are you satisfied with this agreement?
MR. BRICKER: Yes.
MS. MALE: Mr. Bricker, do you understand that the
agreement is legally binding on both you and Carol as of today,
regardless of whether you come back and sign the agreement later
on?
MR. BRICKER: Yes.
MS. MALE: And, carol, do you also understand that?
MS. SRICKER: Yes.
I acknowledge that I have read the above
stipulation and agreement, that I understand the terms of
settlement as set forth herein, and that by signing below I
intend to bind myself to the settlement as a contract obligating
myself to the terms of settlement and subjecting myself to the
methods and procedures of enforcement which may be imposed by
law and in particular section 3105 of the Domestic Relations
Code.
WITNESS:
~~f;uu-
Theresa Barrett Male
Attorney for Plaintiff
DATE:
B/3'/1.r (~,(,s\~ ~ ,'~ Q. /,
I I carolS. Br cker
,
~ll3~~
Kenneth E. Bricker, Jr.
'3.JP-'})-
CAROL s. BRICKER,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
vs.
NO.
1085 CIVIL 1994
KENNETH E. BRICKER, JR.,
Defendant
.
.
.
.
: IN DIVORCE
ORDER OF COURT
"-, ) vC'
AND NOW, this ~') '---- day of
rn'\LlA/\~1995,
the parties and counsel having entered into an agreement and
stipulation resolving the economic issues on March 30, 1995, the
date set for a conference with counsel and the parties, the
agreement and stipulation having been transcribed, and
subsequently signed by the parties and counsel, the appointment
of the Master is vacated, and counsel can conclude the
proceedings by the filing of a praecipe to transmit the record
with the affidavits of consent of the parties so that a final
decree in divorce can be entered.
BY THE COURT,
1- ,((~;I
~ CL-<-,v _.~ I~
arold E. Sheely, P.J.
cc:
Theresa Barrett Male
Attorney for Plaintiff
Barbara J. Yunis
Attorney for Defendant
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