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HomeMy WebLinkAbout80-00531 .l, .,a" .. .~ 0 . ~ . -< ~ QS ~ ~ ~ 0 ~ S I ~. ~ 10; ~ ~ I If.) ~ ~ " . >4 ~ 0\ ~ CI1 m :.~ '::S:(%" ;~Fj: 1 ./?~ . = ~ E-t ...., e .00' . .. - 'N\ - o . o Z J! JI L:I lR \0 ~' ;:::-1 .- .~,'.,~ ',~}~\ . .:i'd! ;~~ :,;" ',:.~,j~ 21.80 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY 531 In the Estate of ANDREW JACKSON CLARK, a/k/a A. J. C1arkr,deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner(s) Is~1lI) the execut r;.". named In the Last Will and Testament of Andrp.w ,Tackson Clark. a/k/a A. J. Clark. dated August 17 r 1961 Oecedent was a citizen of the United States and a resident of Newvi 1 1 '" xllmI:lIlStllIx(Borough), Cumberland County, Commonwealth of Pennsylvania. Oecedent died on Wednesday the 30th day of ,Tilly A.D. 19....8..0..-, In the County of Cumber land , State of .....ElI.. at the age of --B.ll- years. Oecedent has (has notl been married and has (has not) had children born to him (!lIlT) since the ex. ecutlon of the above described Will, Oecedent was possessed of personal property to the value of Ilnilf>t:p.rmi npn and of real estate to the value of none as near as can be ascertained; said real estate situated as follows Therefore, your petltloner(sl respectfully apply(ies) for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron. Dated August 14 , 1980. I Name and address of Petitioner(5j a tf1J/~ d~ti., ';;(:/ddJ.II) (!IAAJP) Charlotte Mil er Clark 32 Fairfield St. Newville, PA. 17241 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND Charlotte Miller ss Clark named in above application, being duly sworn according to law say(s) that the statements set forth in this petition are true to the best of her knowledge and belief. Sworn and subscribed before ~#a~f!(tttr,,{;J::J t&.:f (l J AA.R ~ me, August 14 1980. ~l tJ, ,~:.~ Ie- 0/0 Filed: August 14, 19BO Attorney Tom H. Sietsch, Esq.~ Bietsch & Morgentha1 ~ ~ Q~ //-/CJt,-~ . " .. ;.. ....... . 1, Andrew Jackson Clark of 32 Fairfield Street, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding do make, publish and declare this is as and for my last will and testament. 1. 1 direct that rrr:J wife, Charlotte Hiller C1arll, be named Executrix of this will and to LAST WILL AND TESTAME~~ ON AUGUST 17, 1961 pay all rrr:J just debts as soon after my decease as may be found convenient to do so. 2. I give and bequeath all my real estate and personal property unto rrr:J wife, Charlotte M iller Clark. ,. In case of simultaneous deaths of myself and my wife, Charlotte Miller Clark, I direct that the proceeds from sale or sales of my personal and real estate property shall be div- ided into three equal parts. One part of which 1 give and bequeath unto my daughter, Julie Agnes Oiler; one part unto my son, Andrew SCott Clark; one part unto my step-son, Robert Wayne Miller. 4. In Case of simultaneous deaths of myself and my wife, Charlotte Miller Clark, I name my daughter, Julie Agnes Oiler as executrix of this will. In witness wherof, I have hereunto set my hand and seal this 17th day of August 1961. IJ/V1..Jn 0.< ,,. n n,A:>lI4f /!;AJ, ~ Signed, sealed, published, and declared by the above named, Andrew Jackson Clark, as and for his last Will and Testament, in the presence of us, who, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. WITNESSES: ~r~'~j " . . OATil m' SUDSCRIJIING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f This 14th day of August A.D.,19 80 , before me, Rcgister for Ihe Probatc of Wills and granting Ictters of Administration in and for said County of Cumberland, in thc Commonwealth of Pennsylvania, pcrsonallycame GF>r,,' n K. Wol t7. "nn F.dwi n Rowm"n Ihe subscribing witncsscs 10 thc foregoing instrument of writir,g purporting to bc th, la;t Will and T~sl.mcnl of J. Clark, Andrew Jackson Clark, a/k/a A. / Dated_ August 17, 1961 late of the Borouqh of Newville. Cumberland County Pa" deceased who being duly sworn acearding to law, depose and say, that thev were present, and saw and heard the testa tor , Andrew Jackson Clark. a/k/a A. J. Clark. sign, seal, publish, pronounce and declare the said instrumentof writing as and for h is Testament and Last Will, and at :he timc of so doin~ he was of sound and disposing mind memory and understanding, to the best of their AM.! J( ",)4 Gerald K. Woltz ~.:~ ((}.J~"~--1__ Edwin Bowman knowledge, observation and belief. Sworn and subscribed before t!;1dAl" a, ~~ Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t 55: COUNTY OF CUMBERLAND ~ Charlotte Miller Clark, being duly sworn says that as nearly as can be ascertainerl the said decedent Andrew Jackson Clark, a/k/a A. J. Clark, died on Wednesdav the 30th day of II.' ,r-,.., /1 at or about __ U u o'clock, ~. July A,D.,19 80 , Sworn and subscribed this 14th a ~ orI.1'/.d4. _ YIA I ~ /J .u Charlotte Miller Clark ().PAAP~ day of August 80 . 19._, before ~ a, ,~ ~ .Ill/{ 1 e. (' ~~ Register """"'0. t'.~ Wll~(.I",>"",.... OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA ss: COUNTY OF CUMBERLAND Before me, the Regisler for the Probate of Wills and granting of tellers of Administration in and for the County of Cumberland, personally came Charlotte Miller Clark who, being duly sworn ,does depose and say that as Executrix of the last Will and Testamenl of Andrew Jackson Clark, a/k/a A. J. Clark, deceased she will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. Sworn and subscribed before me. August 14 A.D., 19~ -eJ{,aAJ.dtiJ '1'1A.I~.1(::k. (J~AA.P/ Cq}~i~; M~le~/~ 1 t" ~ Register 'oci d :lll 00; 'os Cl :Ql ~a :u 11l: Ql ,~~ ~: ,: LL. 1111 /Yl' CD: 0 -: *1 ~~ ,-1 ..;, ~ ...J ..:I: 8 <1': ~ .-I u1 If.l /Yl ...J IJ:l ~f III z: - .JJ' I - .: 0 - 0: .- 0: lll: CD ~ (I): ... ~ E<: ::J, :>::,~ I U:l-< I:: r.l1 Ill: .-I ";:11l .~ ::J: Q N t-:l,.-t "Cl CD, ~l :u Ql 00 0 :;:: 'E f': . f': - Z ~j..; 0 *1 <<"C u $ 0: ~ l 1l ,g z: . "Cl ~ ";j~ - UJ I:: .~ r<l os I<. Be it remembered that on the 14th day of DECREE August ,A.D.,19~, there was probated and recorded the last Will and Testament of Andrew Jackson Clark, a/k/a A. J. Clark, the Borouqh of Newville late of Deceased. Lellers Testamentary were granled to Witness my hand and official seal the day and year aforesaid. , Cumberland County, Pennsylvania, Charlotte Miller Clark. ". 'r ~l41L I! f//?'~/ ~egist 7PO. Jointly Held Prope,'ty Real and Personal Property owned by decedent and his surviving wife as tenants by the entireties. Tl"an.Cel~ within TWO YEARS Prior to Death NONE E.timated Value '-. " ......' -' That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent'. individual name, with right of access by another as agent or deputy, with the exception oC the Collowing:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Farmers National B n Big Spring Avenue Newv~lle, PA. 17241 BENEFICIARIES AND ADDRESSES (State Cull namea of an and their addre.... who hav an interest, vested, contingent or otherwise, in estate.) Charlotte Miller Clark 32 Fairfield St. Newville, PA. 17241 BENEFICIARIES RELATIONSHIP (I( step.c::hildren or illegitimate children are involved, set Corth this Cact,) Wife ~ r=--- THIS SAt"E DEPOSIT BOX RENTED IN NAME OR NAMES OF Miller Clark SURVIVED DECEDENT STATE YES OR NO Yes AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT NONE I I I I I I_ I I I ~NE RELATIONSHIP OF JOINT HOLDERS TO DECEDENT wife INTEREST OF BENEFICIARY IN ESTATE Entire Estate E-o z i:l] OJ: .. fo:l .-I, ~ ~ :s .-I' < rz1 1<('" '.-1; . ~ CIl CIl H'~ ~: - - t.J: ., < < OJ; 'S ~ II: I%. Z; Z' ~ i:l. i:l. 0 Q' '0 i:l. n cd i:l. tJl. '1-1' 2 ~ < ~~::;; ",'" .. < .. fo:l ~: 0: c::> "'~ ~ = <l 5", fo:l .. E-o t.J. ..-+ <l A ffi::r. me .. ~ 1<(' 0<:' ~ ~ Z ~ -", ~ it := 1",' ~e " 0 I-:l: tl\ < ...,0 ..... E-o ;:s, ~ "0 f-:g PIfT1 - rz1 ~' O' Eo< >;c UJ ;n9 I%. J.<; - C)o ~ C 0 gj; oS ~ z)> .'1" 0 O. U ] 0 0", ~:!! ,~ O. I'll: ..., . a .. II: P< aU> .:'5...-, ~ f fo:l ~: .. rz1 . n - '.~f1'1 U tl ~ 0 <l ~ :i?g (.j ,0 Il 'S .. ~ 0 .~ ~ 0 ~ :'.1 ,J' ,~ C .., S,g 21 = J ~< j 8 8 , REV0484 EX'" (3-80) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONL Yl File Number 21-80-0531 Estate Name Andrel'1 J. Clark Dote of Death 7 -30-80 Social Security Numb~r REPORT OF INHERITANCE TAX APPRAISER I, Ihe undersigned duly appoinled Inheritonce Tax Appraiser in and lor the County 01 Cumberland Pennsylvania, da respectfully report that I have appraised Ihe real and personol property as reported In the loregoing retum at the values set forth opposite each Item in the last column to the right in Schedules IIAIt, 118", "e", and liE" Dated: January 22, 1981 P/~.-'f /d)'1fI'~hJfJ) INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISED CODE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) Personal Property (Schedul. B) Jolnt.Hold Properly (Schodulo E) Tran,fers (Schedule C) $ -0- 00+ 5,198 23 10+ -0- 2lH -0- 30+ 5,198 2:: 40- 92+ TOT AL GROSS ASSETS 93- Leu D.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of Itfe estates or annultl.s. . . . . . . . . . . . . . ~ FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY T ox on $ CODE COMPUTATION OF TAX S S S S S 6% T ox on S 15~G T ox on $ Tox an $ Tax on $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO s s s Less Credits DATE OF PAYMENT.. AMOUNT PAID TAX CREDIT s S INTEREST FROM BALANCE DUE REV.518 FO (7.80) ~~ ....~,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Charlotte Itlller Clark 32 Fairfield Street Newville, Pa. 17241 RE: AndreI" J. Clark Cumberland . 21-80-0531 Estate of County of File No. Dear Hrs. Clark: You are hereby notified that the origiIl31 appraisement in the estate of AndreI" J. Clark has been filed in the office of the Register of Wills of Cumberland County on January 22 , 19 81. Said appraisement reflects the following voluations: Real Estate Personal Property Jointly Owned Transfers Total -0- 5,198.23 -0- -0- 5,198.23 As to such tax that is paid within three months from dote of death, 0 five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from dote of death, interest at the rote of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Dote January 22, 1981 Signed --Pi!"""!} )'1'f'/~Jl'2Jfj) Title Chief Appraiser NOTE: This is not 0 bill. ~ ... ~ ~ ~ P<: Ql <t <<: <<: Cl N ... .... Z ~ I:l .>: ... ... - 0 :>< >- ... '" c;j . f'{) I:l .... "t:l ~ In U .... ~ ;l Cl "t:l . .... c: .... ...l .., 'i:: Ql <J '" <<: .... .... R - ~ :1: .... .... ... u z '" Ql ~ .... Ql - 0 It'\ ... ~ ~ 1<0 a "t:l ~ '" 1<0 - I ~ '" Ql " ~ 0 / 0 ~ 0 '" .. u ... <t ex) 0 ...... ~ I 1<0 1<0 .C(( fo- ~ 0 0 Z N In d In In 1:: f0- e - I:l ~ Z Z fo- I.:i Z 0 - 0 ~ ~ ~ ::l ::;; ~ I.:i I:l Z Z Q U ~ Z - ~ In ~ 8 0 == - I.:i Q ...l COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: ,.---.---- being duly SJiQ.rn----- according to law, deposes and says that she ~s the Executr!~___ _---------.---- of the Estate of Andrew Jackson Clark late of the Borough of Newville . Cumberland County, Pa., deceased and that the within is an inventory made by _______.___. her_ .-_ . the said Executrix of the entire estate 01 said decedent, consisting of all the personal prop.rly and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Charlotte Miller Clark - -------..---.--------- Sworn ..d "b.,,<bod bol... m., \ 0~0(".(J,.JL ,^A~(JOr.\ fO..IIAJ? E.ecutor . ~D(COXUr 1980 ~ GJ--:u_ G. N~-jJ.^. .1/ !,nr;. r.. 11P'TZLFR. l'-!OT t\RY PUBLIC r, ,~-I..~,I".d ("0unly Ccrlislc. PA My Commission Expires Jonuary 27, 1983 32 Fairfield St. Newville, FA. 17241 Addreu Date of Death 30th Day July Month 1980 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days 01 discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. \ \ 0) -..... .-l ~ .-l ~ ...-1 ..; -0 )- :> m III ~ w ..:: ~ ~ ~ .. fo:l t ~ w ..:I m .~ D- I- U Z u . ~ 0 III " .. 0 w C '" .<:: ... ~ w ~ ..... m J: " () l- e. 0 D- C I- ...J LL .,; III ~ , Z .0( 0 UlI +> 0 -..... LL ...J .<:: D- \ w 0 .0( w ~I ;:. 0)= a > z ~ ~\ Ol ...-1 <( ::l - Z 0 c p:j C 0 " .; II - III Z k 0 ~ ~\ u . z w .0( 0 ... tI: D- ~ " c .. e \ .. c' - -;: 0 i7:: :ii: 0 m ... 5.:.. .tl E-< c. 0('; U E " ... w ~ ,..) - " ..!! 0 I .. 0 ~:.' . C' ~"It) ...J U u: '" 'c "'0 .....,. c'.' :;Sz 6e: "" 0:< wL..' t- o,.... 01- -'" 0:'" <:.= 0,,-, 0(5 =. ~$ <'>w "'- ~o:: C> w'" " 50 _r C) .~ Inventory of the reo I and personol estote of ANDREW JACKSON CLARK doceaud. l. Checking Accountr Farmers National Bank of Newville, 2,945 83 I Newville, PA. , !. i' 2. 1973 Plymouth Coup Automobile. 750 00 , , 3. 1975 Dodge Coup Automobile. 1,200 00 4. Miscellaneous Barber Shop Equipment. 302 40 TOTAL 5,198 23 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION '* OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT V(-fo-lJ3/ TO~;,j;;;(~11 \J-14Ot'lIMkr",U.J :). C) - '---, \\ "-;"V'!,A ,,0 _ f.:\'~~"',J-'- f4,JJ..", (< , J f/(J J~ COUNTY FILE NO: , (,:412/ FILE NO, " COUNTY (.I DATE OF DEATH ~ ( \ " Appraised Value of Estate: Real Estate $ + t? /98 ,) ~ / Personal Property Jointly Held PropertylTranslers + -.- Total Gross Estate $ 5/(,y J..:j 5 OLI a 3oz. $ 155.9( Total Approved Deductions Clear Value 01 Estale Less: Approved Charitable Exemptions Clear Valua of Estale Subject to Tax $ J t:;P; q / $ / f).1) q / lax due $ 9 3C, lax due -----. TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ g .~ ~ , Amount Taxabla @ 6% Rate Amount Taxable @ 15% Rate '* .. '* .. * '* A five percent discount totaling $ will be granted if the Inheritance Tax is paid by less Credits: DATE OF PAYMENT DISCOUNT INTEREST TAX CREDIT AMOUNT PAID ltr.::?J = s 9, 3 C; Yn s 9,3.1; + $ $ + = + = Interest accrues at the rBte of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE s (;?J ~ \-1. t Jj \) \,I , . is Assessed by: '. /" ;' / " (i;, See Informalion on Reverse Sida Ag.ntfo~thl Cdm~r'~'h ~., 1)-:J<lLL0L' -~ ~' '.:1, .<>" d.J i~r:lj;;..:"ii:i\ C REV.455 (l.eO) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "F" ST A TEMENT OF DEBTS AND DEDUCTIONS * ., .' . . \ . ~ File No.' {J /.. 8(" .,~:31 -_.-- ------- ~'--~ --.-. Estate of ANDREW JACKSON CLARK Date of Death July 30 r 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Charlotte Miller Clark Relationship to Decedent survivinq wife Claimant's Address 32 Fairfield St'r Newville. PA. 17241 ITEM .. .. NO. OATE NAME OF PAYEE REMARKS AMOUNT Reaister of wills Letters Testamentarv $ 17.00 Reaister of wills Short Certificates 3.00 Enner Funeral Home Funeral Exnenses 1.773.00 Charlotte Miller Clark Reserve for Grave Marker 750.00 Belvedere Medical Coro. Statement 154.40 Carlisle Hosoita1 Statement 14.40 Carlisle Radio1oay Associa es - Statement 45.52 Charlotte Miller Clark Family Exemption 2,000.00 Charlotte Miller Clark Reserve for C10sina Exoenses 35.00 Beitsch & Morgentha1 Attorney Fee 250.00 TOTAL THIS PAGE I <:c: 042.32 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. (.,{. (I.~O.dl. ,\"" ('LGUt ) (iiC(1,~)? ~JI \ '1~ SIGNATURE OF ATTORNEY/FIDUCIARY ~- OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S .5 (~ 4-a,. 3~) AT GiJ ( PERCENT. /-;?,?'_ J/ DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t: '" 0 n > t'<1 > :5 z > 0 0 0 CJl 0 Cl n c: 0 :;! z 3: z 1= t'<1 t'<1 ~ Z ;;<l ~ - ~ Z Z t'<1 ..., t'<1 ..., Z ., ~ ~ ..., -< CJl t'<1 - ~ 5<:. tIl " Z 0 CJl 0 ..., C)' c,a- ":1 ::0 UI~' ~ U ~ 'I1 ~ L'_ a (/10 ~ 0 L;::'. . U ." LJ-L.... Zc 6 ." oe, ~ <z - or-.: l""l "'-0: Z n g;-I - LtJld I- > c.... e.:: 0'" 0:'" ,w t"' = ",'" c- c: u'" ",:E: ",w 0 w::> tIl ",,0: ~ ...U t'<1 u 0 Z -< -< :< t'<1 t'<1 ~ > > ;;<l ;;<l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. . Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid, 4. Enter the names of each payee, 5. Provide a brief explanation in the remarks column for each debt claimed, 6. Enter the amount of each debt being claimed, 7. The form must be signed by the person who has assumed the responsibility for paying the debts. : I