HomeMy WebLinkAbout01-09-12
1505611185
1500 Exl°2.,,,,F°
'~ REV
- OFFICIAL USE ONLY
PA Department of Revenue
County Cotle Vear File Number
Bureau of Individual Taxes
PO BOX 280601 INHERITANCE TAX RETURN 21 12 1158
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYVVV Date of Birth nn MDOVVVr
2D1-18-8255 1D132D12 04241928
Decedent's Last Name Suffix Decedent's First Name M I
CLEPPER RICHARD D
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's last Name Suffix Spouse's First Name M I
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
^ 1. Original Return
^ 4
Li
it
d E
t
t
.
m
e
s
a
e
^ 6. Decedent Died Testate
(Attach Copy of Will)
^
9. Litigation Proceeds Received
^ 2. Supplemental Return
^ 4a. Future Interest Compromise (date of
death after 12-12-82)
^ 7. Decedent Maintained a Living Trust
(Attach Copy of Trust-)
^ 10. Spousal Poverty Credit (Date of Death
Between 12-31-91 and 1-1-95)
^ 3. Remainder Return (Date of Death
Prior to 12-13-82)
^ 5. Federal Estate Tax Return Required
~ 8. Tofal Number of Safe Deposit Boxes
^ 11 _ Election to Tax under Sec 9113(A)
(Attach Schedule 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
THEODORE L• BRUBAKER, ESQ 717-9`tp5-5745 ~
~
~ REr TCbOF WILL94LSE O! A
I
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X20 ~ _ p
077
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First Line of Address y
CO
07 ~xs
- 1
1
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480 NEW HOLLAND AVENUE ,.
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,
Second Line of Address sJ c
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SUITE 6205
~ '~i '~' (,,.-
o
Cit
or Post Office Stafe ZIP Code DATE ~
y
LANCASTER PA 176022227
Correspondent'se-mail address: TEDBaBCGL-LAW•COM
Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the-best of my knowledge and belief,
it is true, correct and complete. Declaration of preparar other then the personal representative is basetl on all information of which preparer hes any knowledge.
C/0 480 NEW HOLLAND AVE, STE 6205 LANCASTER, PA 17602-2227
SIGNATURE O~PBEPARE3,DTHER THAN REPRESENTATIVE
480 NEW HOLLAN-B~CVE, STE 62D5 LANCASTER, PA 176D2-2227
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505611185 ornasa~sooo 1505611185
1505611285
REV-1500 EX (FI)
Decedent's Social Security Number
201-18-8255
UeceCeors Name CLEPPER RICHARD D
RECAPITULATION
1. Real Estate (Schedule A) ....... .. ................... 1 $ 0 • O 0
2. Stocks and Bonds (Schedule B) . .. 2 $ 51 , 589 •16
3. Closely Held Corporation, Partnership or SolrProprietorship (Schedule C) , 3. $ O , O O
4. Mortgages and Notes Receivable (Schedule D) _ .. q $O • OO
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. $ 3 2 , 7 9 3 •13
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested 6. $ O • OO
7. Inter-Vivos Transfers & Miscellaneous Nan-Probate Property
(Schedule G) ^ Separate Billing Requestetl .. 7. $ 81 , 4 6 4 • 4 9
8. Total Gross Assets (total Lines 1 through 7) _ 8. $16 5 , 8 4 6 •7 8
9. Funeral Expenses and Administrative Costs (Schedule H). g, $ 4 , 893 •62
19. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10. $5, 797 •95
11. Total Deductions (total Lines 9 and 10), 11 $1 O , 691.57
12. Net Value of Estate (Line 8 minus Line 11) 12 $155 ,155.21
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) , 13, $ O • O O
14. Net Value Subject to Tax (Line 12 minus Line 13) . 14. $155 ,155.21
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers unQer Sec. 9116
(a)(tz)x.o- $0.00 15 $O.00
16. AmouN of Line 14 xable
at lineal ratex.o 4~ $155,155.21 1s $6, 981.98
17. Amount of Line 14 taxable
at sibling rateX .12 $ 0 • OO 17. $ O • OO
18. Amount of Line 14 taxable
at collateral rateX.15 $O. QO 18. $O • OO
19. TAX DUE.. 19. $6,981.98
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
1505611285 1505611285
OM4648 3. X00
REV-1500 E% (Fp Page 3
Decedent's Complete Address:
File Number
~1~ 1~~ 1158
DECEDENTS NAME
CLEPPER RICHARD D
STREEF ADDRESS
MBERLAND COUNTY
CITY
BOILING SPRINGS STATE
PA ZIP
17~07-
Tax Payments and Credits
1. Tax Due (Page 2, Line 19) (1) $ 6 , 9 81.9 8
2. Credits/Payments
A. Prior Payments $ Q • I]
B. Discount $349 • 10
Total credirs(A+e) (z) _ $349. 1~
3. Interest
(3) $ ~ • 0 ~
4. Ii Line 2 is greater than Line 1 + Line 3, enter the tlifference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) $ ~ • 0 0
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $ 6 , 6 3 2 • 8 8
Make check payable 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 or income of the property transierretl .... ^ ^X
b. retain the right to designate who shall use the property transferred or its income . . ^ ^X
i
i
i
t
t
t
.. ..... .
c. re
n a revers
n
eres
a
onary
d. receive the promise for life of either payments, benefts or care? . . . . . . . . . ^
2. If death occurretl after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consitleration? ... ....... .... ^
i
k
i
h
"
' ^
in trust for
or payable-upon-death ban
account or secur
ty at his or
er death?
3. D
d decedent own an
4. Did decedent own an individual retirement account, annuity, or other non-probate property, which
contains a beneficiary designation? . . . . . . . . . . . ® ^
IF 7HE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE I7 AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) O]_
For dates of death on or after Jan. 1, 1995, the tax rate imposetl on the nel value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116 (a) (1.1) (ii)]. Thestatute 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.
Fa dates of death on or after July 1 , 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at tleath to or for the use of a natural parent, an
atloptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the tlecetlent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1 )].
• The tax rate imposetl on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is tlefined,
under Section 9102, as an intlividual who has at least one parent in common with the decedent; whether by blood or atloption.
OM46J1 2.000
REV-r503 EXt(688)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS 8 BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Richard D. Clepper 21 12 1158
All property jointly-ownetl with right of survivorship must be tlisclosed on Schedule F.
awasss loos pf more space is neetled, insert additional sheets of the same size)
REV-1508 EX+(11-10)
pennsylvania SCHEDULE E
oEaAarnnErJr of Rem"ue CASH, BANK DEPOSITS, 8r MISC.
~RESO~MO~c~~NTT~R" PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Richard D. Clepper 21 121158
Include the proceetls of litigation antl the tlate the proceetls wire receivetl by the estate.
All property ~ointly owned with ri h[ o(survivorship must be disclosed on Schetlule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t_ Money market account held in Morgan Stanley individual
brokerage account $786.83
See attached valuation
2 PNC Bank Checking Account No. 5140182978 $29,710.51
See attached valuation
Interest accrued to 10/13/2012 $0.15
3 2004 Ford Taurus. VIN 1FAFP53U04A145109. I $1,000.00
See attached Bill of Sale
4 Tangible personal property $0.00
Decedent resided in a nursing home at the time of his
death and had no personal property of any monetary
value.
5 AF&L Insurance Company - Refund $940.00
6 Progressive Home Advantage - Refund $46.00
7 Progressive Preferred Insurance Company - Refund $255.00
6 ~ DirecTV - Refund $59.64
OW46A~ 2.000
If more space is neetletl, use atltlitional sheets of paper or the same size.
S
793.13
REV-1510 EX a (08-09)
pennsylvania
DEPARTMENT OF REVENUE
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
Richard D. Clepper 21 12 1158
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBE DESCRIPTION OF PROPERTY
vuu>=r~nwaeov rrE mnrsrsaee,r~iRaEwno~naro oeceoaarAro
t~on>E Orrnxsen AnxrvACOw or rrE OeEO FOa arx ES*nsE.
DATE OF DEATH
VALUE OF ASSET
%OF DECD'S
INTEREST
IXCLUSION ~
IFArouCABLE
TAXABLE
VALUE
~ ~. Prudential Annuity Policy No.
~E0380889. Designated
i beneficiaries - Richard L. i
Clepper and Patricia Ladson $34,886.53 100.0000 $0.00 $34,886.53
See attached valuation
2 Prudential Annuity Policy No.
E0241118. Designated
beneficiaries - Richard L.
Clepper and Patricia Ladson $46,577.96 100.0000 $0.00 $46,577.96
See attached valuation
I
I I
I
I
i
l
it
I
I
i
I I
I
I
TOTAL (Also enter on line 7, Recapitulation) $
If more space is neetletl, use atltlilional sheets of paper of the same size
9 W06AF 2 000
'REV-1511 EX' (10.09)
Pennsylvania
OEPPRTTAEM OF REVENUE
INHERITANCE TA% RETURN
RESIOEM DECEDENT
ESTATE OF
SCHEDULE H
FUNERALEXPENSES AND
ADMINISTRATIVE COSTS
FILE NUMBER
71 17115
Decedent's debts must be reported on Schetlule I
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES.
~ None
B.
1
ADMINISTRATIVE COSTS.
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
Citv
2
3
Vear(s) Commission Paid:
State ZIP
Attorney Fees.
Family Exemption: (Ii decedent's address is not the same as claimant's, atlach explanation.)
Claimant
Street Address
4.
5
6.
7.
1
2
5wasnc z aoc
City State ZIP
Relationship of Claimant to Decedent
Probate Fees.
Accountant Fees:
Tax Return Preparer Fees:
Brubaker Connaughton Goss 6 Lucarelli LLC -
Administrative costs advanced
The Sentinel - Proofs of publication
Total from continuation schedules .
TOTAL (Also enter on Line 9, Recapil
If more space is needed, use additional sheets of paper of the same size.
$4,200.00
$335.50
$50.00
$125.82
$182.30
893.62
Estate o£: Richard D. Clepper
Schedule H Part 7 (Page 2)
21 12 1156
3 Cumberland Law Journal - Proofs of publication $75.00
4 Richard L. Clepper - Reimbursement of out of pocket
expenses (obituary, postage, notary fees) $107.30
Total (Carry forward to main schedule) $182.30
RE~.,s,zEx.h=_~' SCHEDULE
Pennsylvania
DEanarMENr of REVENUE DEBTS OF DECEDENT,
'""I Rlr"NEE T~ RETURN MORTGAGE LIABILITIES & LIENS
RESIpEM CECEDENT ;
ESTATE OF FILE NUMBER
Richard D. Clenper 21 12 1158
Report tlebts incurred by the decedent prior to tleath that remained unpaid at the date of death, inclutling unreimbursetl metlical expenses.
ITEM VALUE AT DATE
"UMBER DESCRIPTION OF DEATH
1. ~DIRECTV - Cabl s $131 41
2
3
4
e expen e
Millennium Pharmacy Systems - Prescription expense
Cumberland Goodwill Fire Rescue EMS - Medical expense
Thornwald Home - Nursing home expense
$440.95
$50.98
$5,174.61
swasnt~ zooo If more space is needed, insert atltlitional sheets of the same size.
REV-1513 EX+ (01-10)
Pennsylvania
OEPARTMEM OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF:
FILE NUMBER:
Richard D. Cle er 2112 1158
RELATIONSHIP TO DECEDENIT AMOUNT OR SHARE
NUMBER i NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Nol List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS pnclutle outright spousal distributions antl transfers under
Sec. 9116 (a) (12)-]
1. Richard L. Clepper
~
2145 Quail Drive
Lancaster, PA 17601
508 0£ Schedule G, Items 1 6 2
508 of Residue Son $77,577.61
2 l Patricia G. Ladson
1 204 Camelot Drive
Goose Creek, SC 29445
i
508 of Schedule G, Items 1 b 2
508 of Residue Daughter $77,577.60
EMcR DOLLAR AMOUNTS FOR DISTRIBUTIONS SHO WN ABOVE ON LINES 15 THROUGH 1 B OF REV-1500 COVER SHEET, AS APP ROPRIATE.
II ~ NON-TAXABLE DISTRIBUTIONS
I, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
t
I
8. CHARITABLE ANO GOVERNMENTAL DISTRIBUTIONS.
1
i
TOTAL OF PART II -ENTER TOTAL NON-TAXP9LE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ $ 0.00
swasAl zooo If more space is neetled, use additional sheets of paper of the same size.
WILL
I, RICHARD D. CLEPPER, of Boiling Springs, Pennsylvania, revoke my prior wills and
declare this to be my last Will:
GIFTS
FIRST: PERSONAL AND HOUSEHOLD EFFECTS: I give all my articles of personal or
household use, including automobiles, together with all casualty loss insurancerelating thereto,
to my children, RICHARD L. CLEPPER and PATRICIA G. RAVER, or the survivor, to be divided
among them as they may agree. In the absence of agreement, all such property shall be sold and
the proceeds thereof added. to my residuary estate.
SECOND: RESIDUARY ESTATE: I give the residue of my estate, real and personal, as
follows:
A. One-half (1/2) to my son, RICHARD L. CLEPPER, or, in the event that he
does not survive me, to his then-living issue, per stirpes, or in default of such issue, pursuant to
Paragraph B. of this Article SECOND.
B . One-half (1 /2) to my daughter, PATRTCIA G. RAVER, or, in the event that
she does n.ot survive me, to her then-living issue, per stirpes, or in default of such issue,
pursuant to Paragraph A. of this Article SECOND.
ADMINISTRATIVE PROVISIONS
THIRD: SURVIVORSHIP: If a beneficiary fails to survive me by thirty (30) days, that
beneficiary shall be deemed to have not survived me.
{oowsuo iI
FOIIRTH: DEATH TAXES: All federal, state and other death taxes payable because of
my death on the property forming my gross estate for tax purposes, whether or not it passes
under this Will, shall be paid out of the principal of my probate estate so that the burden thereof
falls on my residuary estate, and none of these taxes shall be charged against any beneficiary or
any outside fund. This provision shall not apply to generation-skipping transfer taxes.
FIFTH: TAX OPTIONS I authorize my executor to exercise any options available in
determining and paying death taxes in my estate as my executor deems appropriate, without
regard to any effect upon the size of the marital deduction and without requiring adjustments
between income and principal.
SIXTH: BENEFICIARIES UNDER THE AGE OF TWENTY-FIVE (25) -CUSTODIAN: I
appoint such individual or corporation (including a fiduciary serving hereunder) as is designated
in writing by my executor as custodian under the Uniform Transfers to Minors Act ("Act") for
(i) any beneficiary who has not attained age twenty-five (25) at the time an interest is
distributable outright to him or her under the terms of this Will or (ii) except to the extent a valid
appointment of a custodian has otherwise been made,_any person who has not attained age
twenty-five (25) at the time an interest is distributable outright to him or her as a result of my
death, from any other source. The custodian shall hold such property in an account established
under the Act and shall from time to time expend for the benefit of the beneficiary such of the
income and principal of such account as the custodian shall, in the custodian's discretion, deem
appropriate and in accordance with the Act. Upon the beneficiary attaining the age of twenty-
five (25) years, the custodian shall pay to the beneficiary all then remaining property in such
account; provided, however, that should any person for whom property is held in an account
{w6oazso ~I - 2 -
under this Article SIXTIi die before attaining the age oftwenty-five (25) years, the property then
held in such account shall be paid to the estate of such person.
SEVENTH: MANAGEMENT PROVISIONS: I confer upon my executor under this Will all
powers granted to fiduciaries under the laws of the Commonwealth of Pennsylvania, whether
my estate is administered in the Commonwealth of Pennsylvania or elsewhere. In addition to
the powers granted by law, I authorize my executor or other legal representatives of my estate
serving under this Will to:
A. Retain and invest in arty form of real or personal property regardless of (i)
any limitations imposed by law on investments by executors, (ii) any principle of law
concerning delegation of investment responsibility by executors or (iii) any principle of law
concerning investment diversification;
B. Compromise claims and abandon any property which, in my executor's
opinion, is of little or no value;
C. Borrow from anyone, even if the lender is a trustee hereunder, and pledge
property as security for repayment of the funds borrowed;
D. Sell at public or private sale, exchange, lease or lend for any period of time,
any real or personal property, and give options for sales or leases;
E. Make loans to, and buy property from, my executors or administrators or
the trustee of any generation slapping trust of which I am a deemed transferor;
F. Join in any merger, reorganization, voting-trust plan or other concerted
action of security holders, and delegate discretionary duties with respect thereto;
{00608250.7}
-3-
G. Allocate any property received or charges incurred to principal or income
or partly to each, as my executor may think reasonably appropriate; and
H. Distribute in cash or in kind or partly in each.
These authorities shall extend to all property at any time held by my executor and shall
continue in full force until the actual distribution of all such property, except as otherwise
specifically stated. All powers, authorities, and discretion granted by this Will shall be in
addition to those granted bylaw and shall be exercisable without court authorization.
EIGHTH: PROTECTIVE PROVISION: No interest in income or principal shall be
assignable by, or available to, anyone having a claim against a beneficiary before actual
payment to the beneficiary.
FIDUCIARIES
"INTH: EXECUTORS: 1 appoint my son, R]CHARD L. CLEPPER, executor of this Will,
but if he is unable or unwilling to act, I appoint my grandson, TIMOTHY B. CLEPPER, executor of
this Will. No executor shall be required to give bond.
Executed: February 10, 2011.
(SEAL)
Richard D. Clepper
In our presence the above-named testator signed this and declared it to be his Will,
and now at his request, in his presence, and in the presence of each other, we sign as,witnesses:
{00608250.1}
-4-
Lancaster, PA 17602
221 East Chestnut Str
Lancaster, PA 17602
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF LANCASTER
We, RICHARD D. CLEPPER, THEODORE L. BRUB_AKER and BETSY E. BOLACK, the testator
and witnesses, respectively, whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testator signed
aiid 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 purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testator signed the Will as 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.
Subscribed, sworn to and acknowledged before me byRICxaRD D. CLEPPER, the testator,
and subscribed and sworn to before me by THEODORE L. BRUBAKER and BETSY E. BOLACK,
witnesses, on February 10, 2011.
EACTN Oi PENNSYLVANIA
^!V'~M4?6Ag8ER, NOTARY PUBLIC
6tIY QF.LJAICASTER, LANCASTER COUNTY
ON EYPIAES lAN 7 ] 2
Commission Expires: c3111 i /l~
{00608250.1} - S -
~;
3 •. j(- E( ((/;J
f
~f Witness
36 nasr SaeecsSoro ~aeet
Hudson, : ~ 49236
rei t39 ,;^480v
roll free E77 476 0675
November 12, 2012
Susan L. Barber
Estate Paralegal
C/O Brubaker Connaughton Goss & Lucarelli LLC
480 New Holland Ave., Suite 6205
Lancaster, PA 17602
Re: Estate of Richard D. Clepper
Dear Ms. Barber
MorganStantey
SmithBarney
Per yow request the date of death value for the estate of Mc Clepper will be calculated on October 12,
2012. The market was closed on Saturday 10/13/2012.
Number Name
Of Shares
Symbol CUSIP
2,539.397 Pimco All Assert C PASCX
1,975.076 Alpine Ultra ATOAX
786.83 Bank Deposit Program
Mr. Clepper also held 2 Prudential Annuities.
Policy Number E0380889
Policy Number E0241118
The beneficiary on the 2 annuities is
50% Richard L. Clepper
50% Patricia Ladson
72200Q687
020828406
Please let m~krroW Tf^}~ou need any additional information.
Regar i
~' lcG~-~~ ~ ~ C~
Nadine J. Martin
Senior Registered Associate to
Kelly Kuennen
The Ellsworth Group
10/12/12 Value
Price
$12.46 $31,640.89
$10.10 $19,948.27
$1.00 $786.83
$34,886.53
$46,577.96
This information and data is being provided at your request and is from sources considered reliable, but their accuracy and completeness is not
guaranteed. It has been prepared for illustrative purposes only and is not intended to be used as a substitute for the transaction statements you
receive from Morgan Stanley Smith Barney LLC. Please compare the data on this document carefully with your transaction statements to verify
its accuracy. This information is based upon the market value of your account as of the close of business on October 12, 2012, and is subject [o
daily market fluctuation.
Noe. 7. 20'2 9:51NM PNC
''~. ~ ! a}
November 7, 2012
Arubaker Connaughton Cioss 8z Luc
Artorneys at Law
25 North Duke St
I,ancastei PA 17602
RE: Richard D Clepper
SSN: 201-18-8255
DOD: 10/13/2012
llear Sir/Madam:
No. 9810 F. 2i 2
Ira response to your request for Date of Death (DOD) balances for the customer noted above, ow
records show the following:
Checking Account
Accomrt#5140782478 EstablSshed: U1I01/1962
RICHARD D C1.,EPP1sR
DOD balance: X29,71.0.51 + U-15 accrued inteEest
Please note that this tiflice provides date of death balances for deposit. acamnts (IRAs, L'Ds, Checking and.
Savings). Vie do nut process any financial transactions or provitite statements. if you need assistance with
any of these items; please call 1-888 °NC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N-A-
Member FDIC
This message is intended for the use of the individual or entity to which it is addressed and may
contain information that rs privileged, confidential and exempt from diselosure under applicable
law. If the reader of this message is not the intended recipient or the employee or agent
responsible for delivering this message to the intended recipient, you are hereby notified that any
dissemination, distribution or copying of this communications is strictly prohibited. Ifyou have
received this communication in error, please notes me immediately by reply or by telephone at
800 762-1775 and immediately destroy this fazed document.
Page 1 0£ 1
BILL OF SALE OF MOTOR VEHICLE
In consideration of the sum of $1,000.00, a receipt of which is acknowledged; I, Richard
L: Clepper, Executor to the Estate of Richard D. Clepper, of 2145 Quail Drive, Lancaster,
PA 17601, refereed to as the Seller, sell and deliver to Ashley L. Lupfer and Daniel L.
Lupfer the following described automobile:
Ashley L. Lup er Dame _ . up er
217 West Ridge Street
Carlisle,PA 17073
717.884.1892
Make: Ford
Model: Taurus
Year: 2004
VIN: 1 FAFP53U04A145109
Odometer: 124,454 miles
Seller expressly indicates that the described vehicle is being sold "As is"; without any
warranty either expressed or implied as to the fitness of the vehicle indicated by this Bill
of Sale.
Seller
Richard L. Clepper, Executor to the Estate of Richazd D. Clepper
2145 Quail Drive
Lanoastet, PA 17601
Date //- ~ ' .~~/ot--
717.368.(j~9
Buyer' ~ Date "' oG `'
f / ~IL1, f