HomeMy WebLinkAbout95-0331a~~QS p33
This is to certify that the certificate hereunto attached is a true and accurate copy of the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L.
304.
AUG 1 ~ 2001
Date
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H105.1~3 AOY.?157
7YPEIPIYIT
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Fran eropoli, ct
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
COMMONWEALTH OF PENNSYLWNIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
~;25~3%
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REOISIAM'89KiNAURE DATE FllEDIM«M. DaY•Ya•rl
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/ ~~
REV - 1.`90 EX t (7-94)
,~}.~~`~ 1~COMDEPAREALT
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INHERITANCt= 7AX Ft~'I'URN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
'ENT's NAME (LAST, FIRST, AND MIDDLE INITIAL)
r'.k Ruth K
ECURITYNUMBER DATE DEATH DATE OF BIRTH
-12-6347 /07/1995 02/03/1909
DEATH AFTER 12/31/91 CHECK HERE
FILE NUMBER
21-95-0331
OF WILLS) ~ COUNTYCODE YEAR
DECEDENT'S COMPLETE ADDRESS
24 Chestnut Street
Mt. Holly Springs, PA 17065
F APPLICABLE) SURVIVING SPOUSE'S NAME (LA$T,FIRST AND MIDDLE INITIAL)
ry Cumberland
SOCIAL SECURITY NUMBER
AMOUNT RECEIVED (SEE INSTRUCTIONS)
~ 1. Original Return 2. Supplemental Return 3. Remainder Return
C P B far dates of death nor to 12-13-82)
H 4. Limked Estate 4a. Future Interest Compromise P
CRC (for dates of death after 12-12-82) Federal Estate Tax Return Required
K P S 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
C p ALL C RESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
R N NA COMPLETE MAILING ADDRESS
HUGHES
R D o er B. Irwin &
IRWIN, McKNIGH
S N
TELEPHONE NUMBER 60 West Pomfret~5tr eet ~°
-
- T 717-249-2353 rlisle PA 17013
1. Real Estate (Schedule A) 89 , 000.00
(Schedule B) 15 , 248.00
d
d B
k
S
s
on
toc
s an
2.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) None
4. Mortgages and Notes Receivable (Schedule D) (4) None
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) 149 , 385.56
E
A
6. Jointly Owned Property (Schedule F) 312 , 693.66
p 7. Transfers (Schedule G) (Schedule L) (7) None _
I
T 8. Total Gross Assets (total Lines 1-7) (8) 566 , 327.22
~ 9. Funeral Expenses, Administrative Costs, Miscellaneous 38 , 956.28
A Expenses (Schedule H)
T
I 10. Debts, Mortgage Liabilities, Liens (Schedule I) (1 3 , 798.09
N 11. Total Deductions (total Lines 9 8 10) {11) 42 , 754.37
12. Net Value of Estate (Line 8 minus Line 11) (12) 523 , 572.85
13. Charitable and Governmental Bequests (Schedule J) 5 , 500.00
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 518 , 072.85
15. Spousal Transfers (far dates of death after 6-30-94)
See Instructions for Applicable Percentage on page 2. (15} 0.00 X _= 0.00
(Include values from Schedule K or Schedule M.) ~/~p~f,~~8~ ~ 30 90¢-_.37
I
16. Amount of Line 14 taxable at 6% rate (jf+~ 5]~$~D~-.$5 3 .37
.06 =/
(Include values from Schedule K or Schedule M.) ~ ~
A 17. Amount of Line 14 taxable at 15% rate ~ 3 , 000.00 .15 =,~ 450.00
X (Include values from Schedule K or Schedule M.) ~i/~ f;,3~
C 18. Principal tax due (Add tax from Line 15, 16 and 17.) {18) 31 7
~
M 19. Credits/Sp Poverty Prior Payments Discount Interest
P 0.00 + 25 , 000.00 + 1, 315.79 - 0.00 (19) 26 , 315.79
U
T
20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT.
(20) 0 .00
A
T ~ ~ Check here if ou are regtaestin :a refund of:youc overjaiayment.
~ 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. {21) 5 , 218.58
N A. Enter the interest on the balance due on Line 21A. (21A) 0.00
B. Enter the total of Line 21 and 21A on Line Z1 B. This is the BALANCE DUE. (218) 5 , 218.58
Make Check Pa able to: R inter of Wills, A ent
- - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
Under penalties of perjury, I declare that I have examined this return, Including aecamparrying schedules and statements, and to tha best of my knowledge and belief, It Is true,
correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative Is based on all information of
which preparer has any knowledge.
SIGN, E OF PERSON RESPONSIBLE FOR FI ING RETURN Russell E. Clark DATE
'A~~ 1322 Geor etown Circle
~
~' ~%? Carlisle, PA 17013 T
SI AT RE OF PREPARER OTHER THAN REPRESENTATIVE. IRWIN , McKNIGHT & HUGHES DATE
:f` ~ ~~_ ~ 60 West Pomfret Street
Carlisle, PA 17013
f'
Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
•3X (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
•2% (.02) will be applicable for estates of decedents dying on,Qr after 1/1/96 and before 1/1197
•1% (.01) will be applicable for estates of decedents dying on or after 111/97 and before 1/1198
•Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, . .... ... .. X
b. retain the right to designate who shall use the property transferred or its income, X
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . X
d. receive the promise for Iffe of either payments, benefits or care?. .. ... . . . . ~{
. . . . . . . . . . .
2. If death occurred on or before December 12, 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? .. X
3. Did decedent own an 'in trust for' bank account at his or her death? X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES
,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RET
URN.
Copyright (c) 1994 form software only CPSVStems, Inc.
' ~ ~
REV - 1502 EX + 02.85)
COMIN~~yyl~~xCjlf~~~LVANIA SCHEDULE A
II~~~~SSf~~~ N REAL ESTATE
ESTATE OF FILE NUMBER
Ruth K. Clark SS~~ 167-12-6347 03/0.7/1995 21-95-0331
(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 aeller, neither being compelled to
a
REV - 1503 EX + (4-86)
COMINQIF~F $.yjyAN1A I SCHEDULE B
~~"Ib'~~ r~T+~N STOCKS AND BO
ESTATE OF FILE NUMBER
21-95-0331
Ruth K. Clark SS~~ 167-12-6347 03/07/1995
V i
aev -lsoe a + (2-a7)
COMINO~IESIDEN~ECE~ENT NANIA
OF
SCHEDUhE E
CASH, BANK dEPd$175 AND
MISCELLANEOUS
Ruth K. Clark SS~~ 167-12-6347 03/07/1995
II property ointly-owned with Ri ht of Survivorship must be disclosed on Schedule
ITEM DESCRIPTION
Please
Farmers Trust Company,
Certificate of Deposit
~~79820 (confirmation
attached)
2 AARP GNMA and U.S. Treasury 14.74
Fund, account ~~00505700849-0
(confirmation attached)
3 1986 Buick sold 07/28/95 to
Samuel & Florence Armolt
Coin collection appraised by
arry E. Donson (appraisal
attached)
~~ Dauphin Deposit Bank & Trust
Company, Certificate of
Deposit ~~8000081784 '~
(confirmation attached)
6 Beneficial interest received ~
'~~~~~
from the Estate of Esther ~
f` y ~ a
~'~
~
"
'
Fisher -
LfJ
~ ',m,E
`j
'~j~ Farmers Trust Company,
Certificate of Deposit
~~77604 (confirmation '~'
attached)
~~ Farmers Trust Company, I L
savings account ~~6010311 `~
(confirmation attached)
Miscellaneous
rings/bracelets/costume
jewelry appraised by Harry
Donson of Carlisle Coin Shop
Miscellaneous personal
property, household goods
sold by Rowe Auction
Services 08/02/95
(see continuation schedule attached)
Total of Continuation Schedule(s)
TOTAL (Also enter on line
(Attacn aatlrtlonal 8 1/Z"' x 11 sneers rc more space Is needed.)
Copyright (c) 1994 form software only CPSystems, inc.
FILE NUMBER
21-95-0331
VALUE AT DATE
OF DEATH
10,034.25
27,781.32
3,000.00
260.97
20,151.89
6,b85.27
15,098.63
2,994.36
350.00
4,901.50
58,127.37 `~
_~ 149 .56
Form 1500 Schedule E (Rev.2-87)
Estate of: Ruth K. Clark SS~~ 167-12-6347 03/07/1995
CONTINUATION SCHEDULE
Continuation of'Schedule E
ITEM DESCRIPTION VALUE AT DATE
~~ OF DEATH
11 Cash on hand 86, 77
Phoenix High Yield Fund
7 422.58 ,~y
~~693906634
confirmation
~
attached)
PNC Bank, N.A., Certificate 15,256.97 7
of Deposit ~~1713160014383
(confirmation attached)
1/~~
~-'1 PNC Bank, N.A., Certificate 20,322..22
of Deposit ~~1713160072410
(confirmation attached)
vY~ PNC Bank, N.A., Certificate 10,038.83
of Deposit ~~1713160101395 '~
(confirmation attached)
16 1992 Pontiac sold 10/11/95 5,000.00
to Russell E. Clark
58 .37
REV - 1509 EX + (12-86)
COMINq~rc~r~.s,~t~ANIA SCHEDULE F
~Ibb~~l5~~ -7 JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Ruth K. Clark SS~~ 167-12-6347 03/07/1995 21-95-0331
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Russell E. Clark 1322 Georgetown Circle son
Carlisle, PA 17013
B. Nancy A. Lippert
86 Purple Martin Drive (daughter
Murrells Inlet, SC 29576
C.
Jointly-owned property:
ITEM
NUMBER LETTER
FOR
JOINT
TENANT DATE
JOINT
DESCRIPTION OF PROPERTY
TOTAL YALUE
OF ASSET
D 'S
°k INT.
DOLLAR VALUE OF
ECEDENT INTEREST
1 A 06/1992 96 shares, Financial Trust 11,088.0 50.OOY° 5,544.00
orp., common stock at
28.00/share
2 B 06/1992 396 shares, Financial Trust 11,088.00 50.00% 5,544.00
Corp., common stock at
$28.00/share
„r~ B 09/1990 Farmers Trust Company, ~ 10,014.59 50.OOY 5,007.30
Cer ate of Deposit
'
~~~
X9193 confirmation ~~
/vs
t
h
d ~
a
tac
e
) ,,
~~ B 07/1994 Farmers Trust Company, 3,514.57 100.00y 514.57
Certificate of Deposit
107201 confirmation j/ 9v~ ~
($3000 annual exclusion
taken)
B 12/1994 Farmers Trust Company, 25,320.55 100.00Y< 25,320.55
Certificate of Deposit
X107542' onfirmation
a tached) 9/~/tea U®
,~&~ A 07/1994 Farmers Trust Company, '~°~~,514.57 100.00y 514.57
Certificate of Deposit
07202 onfirmation
attac e ) 9.~-/moo
°7
~i ~r~
(see contn sched attached) `"
Total of Contn Schedule(s)
TOTAL (Also enter on line 6, Recapitulatior
(If more space is needed, insert additional sheets of same
Copyright (c)1994 form software only CPSystems. Inc.
270,248.67
31 3.66
Form 1500 Schedule F (Rev. 12-88)
Estate of: Ruth K. Clark SS~~ 167-12-6347 03/07/1995
CONTINUATION SCHEDULE
Continuation of Schedule F
LETTER
ITEM FOR DATE
~~ JOINT MADE DESCRIPTION OF PPTY TOTAL VAL DECD'S VALUE AT DATE
TENANT JOINT OF ASSET % INT OF DEATH
~f7~ A 12/1994
8 A 11/199
A 04/1994
A 04/1963
A 07/1976
y( ~.2~ A 03/1989
~~ B 09/1990
A 04/1994
~~.~ B 05/1994]
($3000 annual exclusion
taken) ~~~
~`~~
\,
Orrstown Bank, Certificate 25,382.19 100.00Yo li 25,382.19
of Deposit ~~006-050381-C '~
(confirmation attached) !~
PNC Financial Trust Corp., 175,081.50 ~ 50.00% 87,540.75
7128 shares common stock at
24.5625/share
PNC Bank, N.A., Certificate 50,284.93 100.00% 0,284.93
of Deposit ~~1713200174297
(confirmation attached)
PNC Bank, N.A., checking 43,535.10 50.00% 1,767.55
account ~~5140182435
(confirmation attached)
PNC Bank, N.A., savin s 15,294.38 ~ 50.00% .7,647.19
account ~p5130318052 ~ ~
(confirmation attached)
PNC Bank, N.A., Certificate 50,886.99 50.00% 5,443.50
of Deposit ~~1713160109167 ~' ~
(confirmation attached) /
PNC Bank, N.A., Certificate 14,026.97 50.00% 7,013.49 ~/
of Deposit ~~1713160136698
E
(confirmation attached)
PNC Bank, N.A., Certificate 20,130.79 100.00% X20,130.79
~ of Deposit ~p1713200174827
(confirmation attached) ~
PNC Bank, N.A., Certificate 25,038.28 100.00% 25,038.28
of Deposit ~~1713200178726
(confirmation attached)
270,_ .67
REV - 1511 EX « (7-88)
COM IN~~[;yt,r~;f! PE,j9,y~~LVANIA
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF FILE NUMBER
21-95-0331
Ruth K. Clark SS~~ 167-12-6347 03 07 1995
ITEM
NUMBER DESCRIPTION AMOUNT
A. Funeral Expenses:
1 Gibson-Hollinger Funeral 7,222.00
Home
B. Administrative Costs:
1. Personal Representative Commissions
Social Security Number of Personal Representative: 165-26-6307
Year Commissions paid waived
2 Attorney Fees
3. Family Exemption
Claimant none Relationship
Address of Claimant at decedent's death
Street Address
City State
4. Probate Fees
C. Miscellaneous Expenses:
1 Steven W. Barrett Real
Estate, appraisal fee
2 Cumberland Law Journal,
estate notice publication
3 Harry E. Donson, coin
appraisal
4 Graham Motor Company, Inc.,
repairs to Buick
5 Legg Mason Wood Walker,
Inc., valuation fee
Zip Code
(see continuation schedule attached)
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9. Recaoitulationl
(If more space is needed, insert additional sheets of same
Copyright (c) 1994 form software only CPSystems, Inc.
0.00
28,000.00 7
0.00
485.00
250.00 `~
40.00
5.00 7
246.30
60.00
2,647.98
S 38, .28
Form 1500 Schedule H (Rev. 7-88)
Estate of: Ruth K. Clark SS~~ 167-12-6347 03/07/1995
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITEM DESCRIPTION AMOUNT
~~
6 Notary Public fees 24.00
7 Patricia A. Rosendale, CPA, 100.00
fiduciary income tax
preparation
8 Patricia A. Rosendale, CPA, 600.00
706 tax return preparation
9 Rochelle Clark, organization 500.00
of decedent's property for
public sale
10 Register of Wills, filing 25.00
fee
11 Register of Wills, short. 9.00
certificates
12 Rowe Auction fee 1,049.50
13 The Sentinel - estate notice 65.48
publication
14 Spahr's Antiques, appraisal 175.00
fee
15 Patricia A. Rosendale CPA, 100.00
preparation of Federal and
State 1994 tax returns
2, .98
REV - 1512 EX + (1-93)
SCHEDULEI
COMMONWEALTHOFPENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES ANO
ESTATE OF
Ruth K. Clark SS~~ 167-12-6347 03/07/1995
ITEM
NUMBER DESCRIPTION
1 Carlisle Hospital, patient
~~8583916 balance due
2 Carlisle Hospital, patient
~~8238883 balance due
3 Herman & Shenk Inc., account
~p11920
4 Carlisle Hospital, patient
~~8722092 balance due
5 Carlisle Imaging Associates,
balance due account
~~579738 - 00
6 State Farm Fire Insurance
Company, renewal of
decedent's homeowners policy
~~3849-0052-2
7 Internal Revenue Service,
1994 taxes due
8 Masland Associates, Inc.,
patient ~~167126347A balance
due
9 Metropolitan Edison Co.,
customer ~~644312714111
10 Borough of Mt. Holly
Springs, water/sewer/trash,
acct. ~~00003085
11 PNC Bank, medical insurance
coverage thu d/o/d
12 Mark E. Pinker, DPM, FACFS,
patient balance due
13 RWC Emergency Physicians,
account ~~8583916 balance due
(see continuation schedule attached)
Total of Continuation Schedule(s)
TOTAL (Also enter on line 10. Re
iir more space Is needed, insert additional sheets of same size.)
Copyright (c)1994 form software only CPSystems, Inc.
Pleaae Print of Tv~e
FILE NUMBER
21-95-0331
AMOUNT
27.70
13.20
414.95
9.40
1.98
28.40
1,875.00
20.11
304.39
294.85
80.65
8.65
16.70
702.11 7
s 3,7 .09
Form 1500 Schedule I (Rev. 1-93)
Estate of: Ruth K. Clark SS~p 167-12-6347 03/07/1995
CONTINUATION SCHEDULE
Continuation of Schedule I
ITEM DESCRIPTION ,~0~
~~
14 Commonwealth of 609.00
Pennsylvania, 1994 taxes due
15 TV Cable of Carlisle, amount 8.50
due on subscriber
~~500200974113
16 United of PA, 717-486-3966 84.61
(282)
70 1
REV ~ 1513 EX + (2-87)
COMINt~I,jtLQ~~~~~LV/WIA SCHEDULE J
~~"I~~b'~'S~~ n7 1J BENEFICIARIE
ESTATE OF
Ruth K. Clark SSdb 167-12-647 n3 /n7 /1A95
FILE NUMBER
21-95-0331
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequests: y
`
/~ Christopher M. Lippert
~ grandson 2,000.00
4020 S. Inca Street
Englewood, CO 80110
Timothy R. Lippert ''l grandson ~ 2,000.00
4902 S. Garland Street
Littleton, CO 80123
Lisa Ann Lippert ~ granddaught 2,000.00
4020 S. Inca Street
Englewood, CO 80110
Carol Butler friend 1,500.00
5708 Linglestown Road
Harrisburg, PA 17112 /
f~!
Betty Thompson neice / 1,500.00
430 Camp In Florida
Daven ort, FL 33837 continuation attached .
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
Evangelical Lutheran Church
602 McLand Dr., Mt. Holly Springs, PA 17065
Harrisburg Forest Tall
Cedars of Lebanon ~~43
400 Roswood Lane, Harrisburg, PA 17111
Zembo Temple AAONMS
2801 North Third Street, Harrisburg, PA 17110
Cumberland Star Lodge ~~197
F&AM
25 Burnt House Road, Carlisle, PA 17013
Harrisburg Consistory
Building AASR
P.O. Box 2423, Harrisburg, PA 17105-2423
,~ ..
~,
., i
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on ling
fir more space Is needed, Insert additional sheets of same size.)
Copyright (c)1994 form software only CPSystems, Irie.
N
`~
AMOUNT OR
SHARE OF ESTATE
1,500.00
1,000.00
1,000.00
1,000.00 ~
1,000.00
_ S 5,5 .00
Form 1500 Schad e ~ (Rev. 2-87)
CONTINUATION -SCHEDULE J
BENEFICIARIES
Estate of Ruth K. Clark SS#167-12-6347
--- d/o/d - 03/07/95 File #21-95-0331
---
# ----------------------------------------------------
Name & Address ------------------------------
Relationslvp --------------------------
Share
Nancy Ann Lippert daughter 40% remainder
86 Purple Martin Drive
Munells Inlet, SC 29576
Russell E. Clark son 60% remainder
1322 Georgetown Circle
Carlisle, PA 17013
~! Gregory A. Clark grandson $2,000.00
P.O. Box 723
Woodbine, NJ 08270 / (~
~`
Russell E. Clark, Jr. grandson $2,000.00 `~
203 Oakland Avenue
Pleasantville, NJ 08232
Sherwood A. Clark grandson $2,000.00 `~
51 Mountain Road, Lot 9
Mt. Holly Springs, PA 17065
*The bequest of stock to the grandchildren lapsed because the stock was held jointly with
Russell E. Clark and Nancy Ann Lippert and therefore passed directly to them upon the
death of Ruth K Clark.
.. :, .
~r~x~~ x~~ ~~ ~ .e~~~x~t.~:~
I, RUTH K. CLARK, of the Borough of Mount Holly Springs,
Cumberland County, Pennsylvania, do make and publish this as and
for my last will and testament, hereby revoking any and all wills
heretofore made by me.
1. I direct my executors to pay all of my debts, funeral
and administrative expenses as soon as may be done conveniently
after my decease.
2. I authorize and empower my executors to sell any realty
owned by me at my death, and not specifically devised herein, at
either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature
and wherever situate as follows:
~ ~
~" The surn of $1,500.00 to Carol Butler,
~~ The sum of $1,500.00 to the "Memory Fund" of the
Evangelical Lutheran~urch of Mount Holly Springs, for Ruth K.
and Russell Clark,
(c) 2,700 shares of CCNB Bank, N.A. stock to the three
children of Nancy Ann Lippert, share and share alike, but Nancy
Ann Lippert is to receive all dividends on said stock during her
lifetime,
(d) 2,700 shares of CCNB Bank, N.A. stock to the three
children of Russell E. Clark, share and share alik e, but Russell
E. Clark is to receive all dividends on said stock during his
lifetime,
(e) 270 shares of Farmers Trust Company stock to the
three children of Nancy Ann Lippert, share and share alike, but
Nancy Ann Lippert is to receive all dividends on said stock
during her 1 ifetime,
(f) 270 shares of Farmers Trust Company stock to the
three children of Russell E. Clark, share and share alike, but
Russell E. Clark is to receive all dividends on said stock during
his 1 ifetime, ~
$2,000.00 to my grandson, Gregory A. C1~,
~' $2,000.O~to my grandson, Russell E. Clark, Jr.,
$2,000.00 to my grandson, Sherwood A. C~rk,
~(.j~' $2,000.00 to my grandson, Christopher M. ippert,
,(~k~ $2,000.O~o my grandson, Timothy R. ~ppert,
~~ $2,000.bO to my granddaughter, Lisa Ann Lippert,
$1,500.00 of my niece, Betty Thompson,
~j' $1,000 0~0 to Harrisburg Forest all Cedars of
Lebanon, in memory of my husband, Russell Clark,
~ ~
~~ $1,000.00 to Zembo Temple AAONMS, in memory of my
husband, Russell Clark,
,(.~-)' $1,000.00 to Cumberland Star Lodge No. 197, F. &
A. M., in memory of my husband, Russell Clark,
~ ~
S,~ $1,000.00 to Harrisburg Consistory Building, in
memory of my husband, Russell Clark,
(r) 40% of aTl the rest, residue and remainder to my
daughter, Nancy Ann Lippert and 50% of all the rest, residue and
remainder to my son, Russell~Clark, share and share alike, the
child or children of any deceased child taking the share their
parent would have taken if living.
4. I nominate and appoint Nancy Ann Lippert and Russell E.
Clark, to be the executors of this my last will and testament;
they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain
the services of Irwin, Irwin & McKnight, as attorneys in the
settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this Lt'=` day of June, 1992.
Siyned, sealed,
above named testatri
the presence of us,
the presence of each
hereto.
~1 ~..~~~ C=~~x.~~~ ( SEAL )
'" RUTH K. CLARK
published and declared by Ruth K. Clark, the
x, as and for her last will and testament, in
who, at her request, in her presence and in
other have subscribed our names as witnesses
ACKNOWLEDGEMENT AND AFFIDAVIT
WE, RUTH K. CLARK, BETZI A. MORRISON and KATHLEEN M.
KENNEY, the testatrix and witnesses respectively, whose names
are signed to the foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the testatrix
signed and executed the instrument as her Last 4Ji11 and that she
had signed willingly, and that she executed it as her free and
voluntary act for the purpose herein expressed, and that each of
the witnesses, in the presence and hearing of the testatrix,
signed the Will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age
or older, of sound mind and under no constraint or undue
influence.
COMMON WEALTH OF PENNSYLVANIA
. ss:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by
RUTH K. CLARK, testatrix, and subscribed and sworn to before me
by BETZI A. MORRISON and KATHLEEN M. KENNEY, witnesses, this
LLB day of June, 1992.
%' ~ ~~-
~N F 117Awa~ ~~Y rvRe+ V . .a.
w~Y t~Mwneei0k DtP1A~s ocr. ~, tsoa
.. r ~, _ _ ~ _ 1, ~.-r~ ,.E _
RUTH K. CLA K
1
REV-1547 EX AFP (12-95)
COMMONWEALTH OF PENNSYLVANIA ACN 1 0 1
DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. 2<,0601 OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 03-25-96
':ARRISBURG, PA 17128-0601
-r-rrr
ESTATE OF C K U K FILE N0. ci y~-u~al
DATE OF DEATH 03-07-95 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO ''REGISTER OF WILLS, AGENT••
REMIT PAYMENT TO:
ROGER B IRWIN REGISTER OF WILLS
IRWIN ETAL CUMBERLAND CO COURT HOUSE
60 W POMFRET ST CARLISLE, PA 17013
CARLISLE PA 17013
Amount Remitted
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS t
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-95) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLARK RUTH K FILE N0. 21.95-0331 ACN 101 DATE 03-25-96
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Sonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property t5ehedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Nat Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
(11 89. 000.00
(2) 15, 248.00
(3) .00
t4) .00
(5) 149, 385.56
(6) 312, 693.66
(7) .00
(8) 566,327.22
(9) 38,956.28
clo) 3.798.09
(11) 42.754.37
(12) 523,572.85
(13) 5,500.00
(14) 518,072.85
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
. 00
X .00=
.00
15. Amount of Lins 14 at Spousal rata (15)
16. Amount of Line 14 taxable at Lineal/Class A rata (16) 515, 072.85 X . O6. 30, 904.37
17. Amount of Lina 14 taxabl• at Collateral/Class B rata t17) 3, 000.00 X . 15~ 450.00
18. Principal Tax Due (lg) 31 , 354.37
TAY f DCIITTC!
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
06-07-95 AA047848 1,315.79 25,000.00
12-06-95 AA082378 .00 5,218.58
TOTAL TAX CREDIT 31,534.37
BALANCE OF TAX DUE 180.000R
INTEREST .00
TOTAL DUE 180.000R
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YOU MAY BE DUE
r ems.,<~oEx,6-aa, INHERITANCE TAX ''
r COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
!1E ~T. 2i~i~ 1
HARRISBURG, PA 1 7 1 2 8-060 1
DECEDENT'S NAME FILE NUMBER
ACN
1+t
SCHEDULE INO. EXPLANATION OF CHANGES
,zF~ vzalue ~sx the estate 'r,as oee:Y <idjustc~3. as th.c, re~!zlt u.f. file correcr.rz7
cif an error .in _3ritll;aetic_.
1~
TAX EXAMINER: `?'~teila ~e~;:~rznPll _ PAGE