HomeMy WebLinkAbout03-0384PETITION FOR PROBATE and GRANT OF LETTERS
Estate of WILLIAM C. CLARK
also known as
,Deceased. To:
Social Security No. 170 - 24 - 7035
Register of Wills
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older, is one of the personal representatives named in
the last will of the above decedent, dated March 30, 2000.
Decedent was domiciled at death in CARLISLE BOROUGH, CUMBERLAND COUNTY,
PENNSYLVANIA, with his last family or principal residence at 1306 RITNER HIGHWAY, CARLISLE,
CUMBERLAND COUNTY, PENNSYLVANIA 17013.
Decedent, then 70 years of age, died APRIL 25, 2003 at 1306 RITNER HIGHWAY, CARLISLE,
CUMBERLAND COUNTY, PENNSYLVANIA 17013.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 20,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania situated as follows: $
TOTAL $ 20,000.00
WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and
the grant of letters testamentary thereon.
SHARON E. CLARK
1306 RITNER HWY
CARLISLE PA 17013~1
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner above-named swears that the statements in the foregoing petition are true and
correct to the best of the knowledge of petitioner and that as personal representative of the above
decedent, petitioner will well and truly administer the estate according to law.
Sworn to and subscribed ,~,'~t~.~
before me this ~ .5~_ c~ay of SH-~-RON-E. CLARK '
MAY, 2003.
~' Register I~t~-- %.-{~j:~
~6V L-~VN ~0.
Estate of WILLIAM C. CLARK, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, MAY ~2__, 2003, in consideration of the petition attached hereto,
satisfactory proof having been presented before me,
IT IS DECREED that the instrument dated MARCH 30, 2000, described therein,
be admitted to probate and filed of record as the last will of WILLIAM C. CLARK, and
Letters Testamentary are hereby granted to SHARON E. CLARK.
FEES
Probate, Letters, Etc.
Short Certificates
TOTAL
Filed: ~- ~ O.%
Register of~Wills ' O ~ ~/ ~
HAROLD S. IRWIN III ({D NO 2~'920)
35 East High Street ~'
Carlisle, PA 17013 ~---~"
717-243-6090
105.805 REV 9/86
'77~;s is to certify,' that the information here given is correctly copied from an original certificate of death duly f~led with me as
l,o~al Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9283256
No.
Local Registrar
APR 2 8 200~
Date
mo5.;,.3 R~,. Wa? COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS
""' CERTIFICATE OF DEATH
~ ~.t~illi~ C. Clark I~'__ i~,.~c..,..u... ;0~,..~ ..... ~.-,
~*(t'~ ~ ~-- ........ t.~le ~4 -- 7035 ].. ~25/2007
1306 Ri~er Hig~y
~rlisle PA 17013
~rl~d ~' ,,*~ ~'~ ~lisle
Sharon E. Clark
- Kissel
1306 Ritner Carlisle, PA 17013
~onroe T~p.
Mt. Zion Count_~ PA
012633 L Brothers Funeral Hcme, Carlisle, PA 170'
............................ []
' II~IONOCJNCINI~ AND CEJ~TIFYINCl IIHYSIClAN { P~Cmh ~ ~ On~.y.m~ Oem/~ ~ ~ io caus~ o0 (~eelh)
LAST WILL AND TESTAMENT
I, WILLIAM C. CLARK, of 1306 Ritner Highway, Carlisle, Cumberland County,
Pennsylvania 17013, do hereby make, publish and declare this to be my last will and
testament, hereby revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease. I direct that all
inheritance taxes imposed or payable by reason of my death and interest and penalties
thereon with respect to all property, whether or not such property passes under this Will,
shall be paid by my personal representative out of my estate.
2. I authorize and empower my personal representative to sell any realty
and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or
bills of sale therefore, in fee simple, as I could do if living. My representative is
authorized and empowered to engage in any business in which I may be engaged at my
death, for such period of time after my death as seems expedient to said representative.
3. I give, devise and
wherever situate as follows:
A.
bequeath all of my estate of whatever nature and
To my daughter, Sharon E. Clark, the following:
1. My 1992 Skyline double-wide trailer
contents at the time of my death and
2. All of my Tredagar Stock.
and all of its'
My Grandson, William L. Clark, shall have the first option to
purchase my 1988 Monte Carlo or any vehicle I own at my decease
from my estate.
4. The rest, residue and remainder of my estate of whatever nature and
wherever situate to my grandson, William L. Clark,
5. I nominate and appoint my daughter, Sharon E. Clark to be the personal
representative of my estate, to serve without bond. If she cannot or does not serve,
then I appoint my grandson, William L. Clark to be the substitute personal
representative, also without bond.
6. I suggest that my personal representative retain the services of Harold S.
Irwin, III, Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 30th day of
March, 2000.
WI£LIAM C. CLARK
(SEAL)
Signed, sealed, published and declared by the above-named person as and for a
last will and testament, in our presence, who at said person's request, in said person's
presence and in the presence of each other have hereunto set our names as
subscribing witnesses.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, WILLIAM C. CLARK, JOHN J. BARANSKI, JR. and HEATHER A.
BARBOUR, the testator and witnesses respectively, whose names are signed to the
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as his last will and that he
had signed willingly, and that he executed it as his free and voluntary act for the
purpose herein expressed, and that each of the witnesses, in the presence and hearing
of the testator, signed the will as a witness and that to the best of their knowledge the
testator was, at that time, eighteen years of age or older, of sound mind and under no
constraint or undue influence.
J~N ~J. B.~LANSKI, JR.
HEATHER A. BAR[~OUR
COMMONWEALTH OF PENNSYLVANIA ·
:SS:
COUNTY OF CUMBERLAND .
Subscribed, sworn to and acknowledged before me by WILLIAM C. CLARK, the
testator herein, and subscribed and sworn to before me by JOHN J. BARANSKI, JR.
and HEATHER A. BARBOUR, witnesses, th/i~ay or,March, 2000.
Notary Public ~
CERTIFICATE OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
WILLIAM C. CLARK
Date of Death:
Will No.
APRIL 25, 2003
2003 - 00384
Admin. No.
21 - 03 - 00384
To the Register:
I certify that notice of beneficial interest or estate administration required by Rule
5.6(a) of the Orphan's Court Rules was served on or mailed to the following
beneficiaries of the above-captioned estate on May 22, 2003:
Name Address
SHARON E. CLARK
1306 RITNER HIGHWAY
CARLISLE PA 17013
WILLIAM I. CLARK
1306 RITNER HIGHWAY
CARLISLE PA 17013
Notice has now been given to all persons entitled/thereto under Rule 5.6(a) except:
NONE
May 22, 2003
HAROLD S. IRWIN,~tLESQUIRE
35 East High Street, Suite 201
Carlisle, PA 17013
717-243-6090
Attorney for Estate of WILLIAM C. CLARK
REV-15'00 EX (6-~0)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
D~-~-uENT'S NAME (LAST, FIRST AND MI DDLE'INITIAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CLARK, WILLIAM C.
DATE OF BIRTH I DATE OF DEATH
SEPTEMBER 10, 1932 I APRIL 25, 2003
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) ~ SOCIAL SECURITY NUMBER
I
X 1. Odginal Retum __ 2. Supplemental Return
OFFICIAL USE ONLY
FILE NUMBER
21
COUNTY CODE
SOCIAL SECURITY NUMBER
170 - 24 - 7035
O3
YEAR
0384
NUMBER
7,204.00
18,970.97
15. Amount of Line 14 taxable at the spousal rate
16. Amount of Line 14 taxable at lineal rate $
17. Amount of Line 14 taxable at sibling rate $
18. Amount of Line 14 taxable at collateral rate $
19. Tax due
OFFICIAL USE ONLY
(8)
18,342.32
x. = (15)
x .045 = (16)
x .12 : (17)
x .15 = (18)
(19)
(12
(7,832.65)
(13)
0.00
(14)
(11)
26,174.97
(7,832.65)
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule D) (4)
5. Cash, Bank Dep & Misc Personal Property (Sched E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers / Misc. Property(Schedule G) (Schedule L) (7)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Sched H) (9)
10. Debts, Mortgage Liabilities & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
0.00
113.94
0.00
0.00
18,228.38
0.00
__ 4. Limited Estate 4a. Future Interest Compromise
(for dates of death after 12-12-82)
X 6. Decedent Died Testate __ 7. Decedent Maintained a Living Trust __ 8. Total No. of Safe Deposit Boxes
(Attach copy of Will) EX. A (Attach copy of Trust)
__ 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax (Sec. 9113(A))
between 12-31- ®~ ~
NAME COMPLETE MAILING ADDRESS ~ l~!ll~II~
HAROLD S. IRWIN, III I 35 EAST HIGH STREET, SUITES 2011202
TELEPHONE NUMBER CARLISLE, PA 17013
717-243-6090 I
3. Remainder Retum
(dates of death prior to 12-13-82)
__ 5. Federal Estate Tax Return Req
Decedent's Complete Address:
STREET ADDRESS
1306 RITNER HIGHWAY
CITY
CARLISLE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. Credits / payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE I ZIP
PA 17013
(1)
Total Credits (A+B+C) (2)
3. Interest / Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D+E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5B
Make Check Pa able to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use of income of the property transferred; ................................... X
b. retain the dght to designate who shall use the property transferred or its Income; ........ ~
C. retain a reversionary interest; or ........................................................................... ~
d. receive the promise for life of either payments, benefits or care? ............................... ~
2. If death occurred on or before December 123, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................................... N/A
3. Did decedent own an "in trust for" or payable upon death bank account or security
at his or her death? ...................................................................................................... ~
4. Did decedent own an individual retirement account, annuity, or other non-probate property? ...... X~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than personal representative is based on all information of which
preparer has any knowledge.
OF PERSON RESPONSIBL,E~=OR FILING RETURN
ADDRESS . DATE
1306. RITI~R HWY, CARLISLE, PA 17013 APRIL 21, 2004
S~~PERSONAL REPRESENTATIVE
A'I~3'RESS // ) DATE
64 SOUTH PITr STI~EET, CARl/ISLE, PA 17013 APRIL 21, 2004
For dates of death on or r'aft, p~E~y~, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. Section 9116 (a)(1.1)(i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S.
Section 9116 (a)(1.1)00]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. Section 9116 (a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section
9116 (1.2)[72 P.S. Section 9116 (a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 9116 (a)(1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (12-85)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
WILLIAM C. CLARK 2003 - 0384
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to
buy or sell, both having reasonable knowledge of the relevant facts.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
NONE
TOTAL (Also enter on Line 1, Recapitulation) NONE
(If more space is needed, insert additional sheets of same size.)
REV-15'03 EX + (4-86)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
ESTATE OF FILE NUMBER
WILLIAM C. CLARK 2003 - 0384
,intly-owned with Ri~lht of Survivorship must be disclosed on Schedule F.)
DESCRIPTION
(All property j
NUMBER
9 SHARES COMMON STOCK - Tredegar Corporation
VALUE AT DATE
OF DEATH
113.94
TOTAL (Also enter on Line 2, Recapitulation) $ 113.94
(If.more space is needed, insert additional sheets of same size.)
REV-1
504
EX
-i-
(3-92)
/
I
REV-1504 EX + (3-92)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAM C. CLARK
NONE
ITEM
NUMBER
SCHEDULE C
CLOSELY HELD STOCK
PARTNERSHIP AND PROPRIETORSHIP
DESCRIPTION
FILE NUMBER
2003 - 0384
VALUE AT DATE
OF DEATH
TOTAL (Also enter on Line 3, Recapitulation)
NONE
(If more space is needed, insert additional sheets of same size.)
REV-1507 EX + (6-86)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
ESTATE OF
WILLIAM C. CLARK
FILE NUMBER
2003 - O384
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
NONE
TOTAL (Also enter on Line 4, Recapitulation) NONE
(If mom space is needed, insert additional sheets of same size.)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF
WILLIAM C. CLARK
FILE NUMBER
2003-0384
(All property
ITEM
NUMBER
,intl¥-owned with Ri~lht of Survivorship must be disclosed on Schedule F.)
DESCRIPTION
M & T BANK - Checking Account No. 8892240279 (Value based on bank statement
attached as Exhibit "B")
ORRSTOWN BANK - Checking Account No. 106 - 002775 (Value based on bank
statement attached as Exhibit "C")
1988 CHEVROLET MONTE CARLO (Value based on Kelley Blue Book Valuation
attached as Exhibit "D")
1992 CHEVROLET S-10 PICKUP TRUCK (Value based on Kelley Blue Book Valuation
attached as Exhibit "E")
1992 SKYLINE SUNWOOD 7526 MOBILE HOME (Value based on appraisal attached as
Exhibit "F")
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE
OF DEATH
98.05
495.33
1,427.50
2,207.50
14,000.00
18,228.38
REV-1509 EX + (12-88)
(If mor space is needed, insert additional sheets of samel size.)
REV-1509 EX + (12-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
WILLIAM C. CLARK 2003- 0384
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
Jointly-owned property:
ITEM LE1,~:R DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR
NO. FOR MADE VALUE % INT. VALUE O
JOINT JOINT OF ASSET DECEDENT'.~
TENANT INTEREST
NONE
TOTAL (Also enter on Line 6, Recapitulation) NONE
(If more space is needed, insert additional sheets of same size.)
REV-1510 EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAM C. CLARK
SCHEDULE G
INTERVIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
2003 - 0384
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY DATE OF
NUMBER Include name of the transferee, their relationship to decedent, date of transfer DEATH % OF EXCLUSION TAXABLE
VALUE OF DECD'S (if applicable) VALUE
ASSET INTEREST
TOTAL (Also enter on Line 7. Recapitulation) NONE
(If more space is needed, insert additional sheets of same size.)
REV-1~11 EX + i7-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAM C. CLARK
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
FILE NUMBER
2003-0384
ITEM DESCRIPTION AMOUNT
NUMBER
A. Funeral Expenses:
1. EWING BROTHERS FUNERAL HOME, INC. 5,575.00
2.
B. Administrative Costs:
1. Personal Representative Commissions:
Social Security Number of Personal Representative::
Year Commissions Paid:
2. Estimated Total Attorney Fees: HAROLD S. IRWIN, III 1,500.00
3. Family Exemption:
Claimant Relationship
Address of Claimant at decedent's death:
Street Address
City State Zip Code
4. Probate Fees: REGISTER OF WILLS 94.00
C. Miscellaneous Expenses:
1. REGISTER OF WILLS - File Inventory and Appraisement 25.00
2. HAROLD S. IRWIN, III - Notary Fees 10.00
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
TOTAL $ 7,204.00
(If more space is needed, insert additional sheets of same size.)
REV-1512 EX + (1-93)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGES, LIABILITIES AND LIENS
ESTATE OF
WILLIAM C. CLARK
FILE NUMBER
2003-0384
ITEM DESCRIPTION AMOUNT
NUMBER
NORTHWEST CONSUMER DISCOUNT COMPANY - Truck Loan
NATIONAL CITY BANK - Mobile Home Loan
5,460.60
13,510.37
TOTAL (Also enter on Line 10, Recapitulation) $18,970.97
(If more space is needed, insert additional sheets of same size.)
REV-1513 EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAM C. CLARK
SCHEDULE J
BENEFICIARIES
FILE NUMBER
2003 - 0384
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. SHARON E CLARK DAUGHTER VARIOUS PERSONAL
1306 RITNER HWY PROPERTY
CARLISLE PA 17013
2. WILLIAM L CLARK GRANDSON 100% RESIDUE
1306 RITNER HWY
CARLISLE PA 17013
ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
NUMBER SHARE OF ESTATE
B. Charitable and Governmental Bequests:
NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTs5 (also enter on Line 13, Recapitulation) $ NONE
(If more space is needed, ~nsert additional sheets of same size.)
EXHIBIT "A"
LAST WILL AND TESTAMENT
I, WILLIAM C. CLARK, of 1306 Ritner Highway, Carlisle, Cumberland County,
Pennsylvania 17013, do hereby make, publish and declare this to be my last will and
testament, hereby revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease. I direct that all
inheritance taxes imposed or payable by reason of my death and interest and penalties
thereon with respect to all property, whether or not such property passes under this Will,
shall be paid by my personal representative out of my estate.
2. I authorize and empower my personal representative to sell any realty
and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or
bills of sale therefore, in fee simple, as I could do if living. My representative is
authorized and empowered to engage in any business in which I may be engaged at my
death, for such period of time after my death as seems expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nature and
wherever situate as follows:
A. To my daughter, Sharon E. Clark, the following:
1. My 1992 Skyline double-wide trailer
contents at the time of my death and
2. All of my Tredagar Stock.
and all of its'
Bo
My Grandson, William L. Clark, shall have the first option to
purchase my 1988 Monte Carlo or any vehicle I own at my decease
from my estate.
4. The rest, residue and remainder of my estate of whatever nature and
wherever situate to my grandson, William L. Clark,
5. I nominate and appoint my daughter, Sharon E. Clark to be the personal
representative of my estate, to serve without bond. If she cannot or does not serve,
then I appoint my grandson, William L. Clark to be the substitute personal
representative, also without bond.
6. I suggest that my personal representative retain the services of Harold S.
Irwin, Ill, Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 30th day of
March, 2000.
WII'LIAM C. CLARK
(SEAL)
Signed, sealed, published and declared by the above-named person as and for a
last will and testament, in our presence, who at said person's request, in said person's
presence and in the presence of each other have hereunto set our names as
subscribing witnesses.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, WILLIAM C. CLARK, JOHN J. BARANSKI, JR. and HEATHER A.
BARBOUR, the testator and witnesses respectively, whose names are signed to the
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as his last will and that he
had signed willingly, and that he executed it as his free and voluntary act for the
purpose herein expressed, and that each of the witnesses, in the presence and hearing
of the testator, signed the will as a witness and that to the best of their knowledge the
testator was, at that time, eighteen years of age or older, of sound mind and under no
constraint or undue influence.
JO?'N "J. BAI~ANSKI, JR.
H~ATHER A. BAR'OUR
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by WILLIAM C. CLARK, the
testator herein, and subscribed and sworn to before me by JOHN J. BARANSKI, JR.
and HEATHER A. BARBOUR, witnesses, th/~ay of'~- ~- March, 2000.
Notary Public
EXHIBIT "B"
Page: 1 Doc~ent Name: Sessiona
STMT CO
ACTION
PROD CODE DDA
CURR CODE
ACTN POST EFFECTIVE
TRACE ID
* 04/24
* 05/02
* 05/06
STFD 1 THF TRANSACTION STMT FORMAT
96 OP EBRN MS 50852 ACTION COMPLETE
COID
ACCT
03/05/23
8.57.07
8892240279 SHORT NAME CLARK WILLIAM C
PAGE 3 SEARCH FROM 103/03/24 THRU 103/05/06
CHECK NUMBER TRAN AMOUNT D/C BALANCE
DESCRIPTION
1356 10.50 D 98.05
0033610393 CHECK NUMBER 1356
1,054.00
031036032261977 US TREASURY 303 SOC SEC
46.56
071000154336631 GRLIC INSUR PREM
C 1,152.05
D 1,105.49
PF: i-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM ll-CUTO ..-STSM
Date: 5/23/ 3 Time: ~i~1:51 AM
EXHIBIT "C"
O STOWN BANI(
TO: Law Office
Harold S Irwin III
Attorney-At-Law
35 East High Street
Carlisle, PA 17013
FROM: ORRSTOWN BANK
P.O. BOX 25O
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF William C Clark DECEASED
DATE OF DEATH: April 25, 2003
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1)
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT
106002775 William C Clark
DATE OPENED
10/7/02
DATE OF DEATH
PRINCIPLE & ACCRUED INTEREST
495.33
SAVINGS ACCOUNT
ACCOUNT NO. TITLE OF ACCOUNT
DATE OPENED
DATE OF DEATH
PRINCIPLE & ACCRUED INTEREST
(3)
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT
DATE OPENED
DATE OF DEATH
PRINCIPLE & ACCRUEDINTEREST
Date: 5/27/03 By: Timothea Customer Service Operator
P.O. BOX 250 · SHIPPENSBURG, PA 17257 · TEL. (717) 532-6114
EXHIBIT "D"
Yahoo! Autos - Used Car Guide Page 1 of 2
Autos -
1~0
Dangerous
Intersections
Get a, Jni Rate, Win a M, INI
· C:,:e:: ~,.
Welcome, Guest
Yahoo! Autos
Autos Home > Research > Used Car Guide > Selling Used
Features
Research
· New Car Guide
· Car Comparison
· Used Car Guide
· Consumer Reports
· Hot Vehicles
Buy a Car
Sell a Car
Car Financing
Car Insurance
Credit Reports
Maintain Cars
Talk Cars
Find Used Cars on
Yahoo! Autos
· Over 1 Million cars listed
· Cars from both dealers
and individuals
· Get specific details and
see multiple photos
· Easily refine your search
and.clip interesting ads
See Listings
Classifieds - Post Ad - My Auto Ce
Kelley Blue Book Pricing: Selling Used
Pricing Report: Pennsylvania - May 01, 2003
Printer-friendly format
1988 Chevrolet Monte Carlo LS Coupe
2D
Engine: V6 4.3 Liter
Transmission: Automatic
Drive: Rear Wheel Drive
Mileage: 80,000
Equipment:
Air Conditioning AM/FM Stereo
Power Steering
Power Windows
Condition: Good ~-
Edit the above information
Private Party Value _2: Trade-in Value 3_:
$1,730 $1,125
Get the Retail Value for this car..
Get a new pricing report
Post your car on Classifieds · Reach the largest online audience
· Sell your car quickly and easily
· Optimize your ad using easy to read reports
· Upgrade with multiple photos and free renewals
ADVERTIS
Get started...
EXHIBIT""
Yal?0! Autos - Used Car Guide Page 1 of 2
Autos -
Payoffyour Credit
Cards
Welcome, Guest
Yahoo! Autos
Autos Home > Research > Used Car Guide > Selling Used
Features
Research
· New Car Guide
· Car Comparison
· Used Car Guide
· Consumer Reports
· Hot Vehicles
Buy a Car
Sell a Car
Car Financing
Car Insurance
Credit Reports
Maintain Cars
Talk Cars
Find Used Cars on
Yahoo! Autos
· Over 1 Million cars listed
· Cars from both dealers
and individuals
· Get specific details and
see multiple photos
· Easily refine your search
and clip interesting ads
See Listings
Classifieds - Post Ad - My Auto Ce
Kelley Blue Book Pricing: Selling Used
Pricing Report: Pennsylvania - May 01, 2003
Printer-friendly format
1992 Chevrolet S10 Pickup Long Bed
Engine: V6 2.8 Liter
Transmission: Automatic
Drive: 2 Wheel Ddve
Mileage: 96,000
Equipment:
AM/FM Stereo
Condition: Good i
Edit the above information
Private Party Value_2: Trade-in Value ~-'
$2,595 $1,820
Get the Retail Value for this car,,,
Get a new pricing report
Post your car on Classifieds · Reach the largest online audience
· Sell your car quickly and easily
· Optimize your ad using easy to read reports
· Upgrade with multiple photos and free renewals
ADVERTIS
Get started...
EXHIBIT "F"
Meals Mobile Home Sales
1300 Ritner Highway
Carlisle, PA 17013
Phone: (717) 249-5446 Fax: (717) 249-1547
April 30, 2003
RE: William Clark
To Whom It May Concern:
1992 28 X 56 Skyline Sunwood 7526 Mobile Home, Serial Number 31-11-0163E.
The appraised value of this home is $14,000.00
If you have any questions or need any further information, please do not hesitate
to contact me at 717-249-5446.
Sincerely,
Owen E. Meals
OM/jh
STATUS REPORT UNDER RULE 6.17
Name of Decedent: WILLIAM C. CLARK
Date of Death' 4/25/2003
Will No. 2003 - 00384
Admin. No. 2103- 0384
Pursuant to Rule 6. 12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate'
State whether administration of the estate is complete'
Yes X No ~
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete ·
3. If the answer to No. 1 is Yes, state the following:
account with the Court ?
Did the personal representative file a final
Yes ~ No X
b. The separate Orphans' Court No. (if any ) for
the personal representative's account is: N/A
c. Did the personal representative state an
account informally to the parties in interest ? Yes X No ~
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to~
Date: U2/2.1904
--- Signature - ( ~
;.~. HAROLD $. IRWIN, Ill
I Name (Please type or print )
· ~ 64 SOUTH PITT STREET
~ CARLISLE PA 1701~
Address
(717) -2436090
Tel. No.
Capacity
Personal Representative
X
Counsel for personal
representative
BUREAU OF TNDZVZDUAL TAXES
THHERTTANCE TAX DZVTSTON
DEPT. 280601
HARRTSBURG, PA 17128-0601
COHMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-Z;47 EX AFP (01-0;)
HAROLD S IRWIN III
STES 201/202
55 E HIGH ST
CARLISLE
PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-14-2004
CLARK
04-25-2005
21 05-0584
CUMBERLAND
101
Amount Remitted
WILLIAM C
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~.~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLARK WILLIAM C FILE NO. 21 05-0584 ACN 101 DATE 06-14-2004
TAX RETURN #AS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Sch®dula C)
~. Mortgages/Notes Receivable CSchedule D) (~)
5. Cash/Bank Daposits/Nisc. Personal Property (Schedule E)
6. Jointly Owned Property CSchadule F) (6)
7. Transfers (Schedule G) C7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTIONS:
9. Funeral Expansas/Ade. Costs/N/sc. Expenses CSchadule H) {9)
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Nat Value of Tax Return
.00
115.94
.00
.00
18~228.58
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submi~ the upper portion
of this form with your
tax payment.
18,$42.52
7,204.00
18.970.97
c11)
(12)
26.17~.97
7,852.6~-
15.
1~.
NOTE:
Charitable/Governmental Bequests; Non-elected 911t Trusts (Schedule J) (13)
Net Value of Estate Subject to Tax (1~)
If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line l~ at Spousal rata (16)
16. Amount of Line 1~ taxable at Lineal/Class A rata (16)
17. Amount of Line lq at Sibllng rate (17)
18. Amount of Line 1~ taxable ai ColXataral/Class B rata (16)
DISCOUNT
INTEREST/PEN PAID (-)
· 00 x O0 =
· O0 x 045 =
· O0 x 12 =
· O0 x 15 =
(19)=
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE]
INTEREST AND PEN.
TOTAL DUE
19. Principal Tax Due
TAX CREDITS:
PAYNENT RECE TPI
DATE NUHBER
.00
7,852.65-
18 and 19 will
.00
.00
.00
.00
.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
( IF TOTAL DUE TS LESS THAN $1, NO PAYHENT IS REI~U:]:RED.
IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU HAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
RESERVATION:
Estates of decedents dying on or before December lZ, 19BI -- if any future interest in the estate is transferred
in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laeful Class B (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CA):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit aith your payment to the Register of Rills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLS) AGENT
A refund of a tax credit~ which aaa not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office
of the Register of Wills, any of the 13 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-B00-361-2050; services for taxpayers with special hearing and / or
speaking needs: 1-BOO-q47-~OZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloeance of deductions, or assessment
of tax (including discount er interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17128-1011, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue~
Bureau of Individual Taxes, ATTN: Post Assessment Reviae Unit, gept. 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. Sea page 5 af the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-la01) for an explanation of administratively correctable errors.
If any tax due is paid aithin three (3) calendar months after the decadent's death, a five percent (51) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January l, 1982 bear interest at the rata of
slx (6X) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January l, 1981 will bear interest at a rate ahich will vary from calendar year to calendar year aith that rate
announced by the PA Department of Revenue. The applicable interest rates for 19BI through Z004 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .0005q8
1983 162 .000438 1991 91 .000247 ZOOZ 61 .000164
1984 112 .000301 1993-1994 72 .000192 2003 52 .000137
1985 13Z ,000356 1995-1998 91 .000247 2004 42 .000110
1986 IOZ .000274 1999 7Z .000192
1987 lOX .000274 ZOO0 7Z .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
X NUHBER OF DAYS DELIN{~UENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment is sade after the interest computation date shown on fha
Notice, additional interest must bm calculated.