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HomeMy WebLinkAbout06-23-05 (2) , LAST WILL AND TESTAMENT OF CLARISSA B. CLARK I, CLARISSA B. CLARK, of 2A Todd Circle, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I hereby give all the rest, residue and remainder of my estate to my daughter, CORNELIA C. MIDDLETON, of 300 West Willow Street, Carlisle, Pennsylvania. THIRD: In the event that my daughter, CORNELIA C. MIDDLETON, shall predecease me or fails to survive me by thirty (30) days, I hereby give my residuary estate to my granddaughters, LEE MARRIOT and LAURA ELIZABETH RUSSELL, both of Carlisle, Pennsylvania, in equal shares per stirpes. LASTLY: I nominate, constitute and appoint my daughter, CORNELIA C. MIDDLETON, to be the Executrix of this my Last Will and Testament. In the event that , my daughter, CORNELIA C. MIDDLETON, shall be unable to seNe as Executrix for any reason, I appoint my granddaughter, LEE MARRIOT, as Executrix. In the event that my said granddaughter, LEE MARRIOT, shall be unable to seNe as Executrix for any reason, I appoint my granddaughter, LAURA ELIZABETH RUSSELL, as Executrix. No Executor or Executrix shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this I tl-lt day of 7f~ ,2003. J/L~~/0 ~. c&{/l~<" Clarissa B. Clark SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 2 , COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, CLARISSA B. CLARK, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed>> and CLARK, the Testatrix, this I r~7tl~. day of by CLARISSA B. ,2003. ~13.~~ Clarissa B. Clark, Testatrix . \ /U~ -l 1-.......... _ ". . II NOTARIAL SEi!,':~'-"-""" RENEE L. MURRAY, NC'1'<f."",.h : . Carlisle B~, Cum~~ar;!:?0:':;y.,:; ! My Commission Ex~~~.:::..:.: .'::".:";~::;; 3 , COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, James D. Flower, Jr. and 'T';:myri T. Wri rp the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowiedge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower, Jr. and Tanya L. Ware this 11 th day of September 2003. --". NOTARIAL SEAL RENEE L. MURRAY, Notary Public Carlisle Bora, Cumberland County, PA My Commission Expires Dec. 13,2005 4 ([..\ \!./ SMITH BARNEY ACCOUNT POSITION SUMMARY AS OF 04/01/05 CLARISSA B CLARK TTEE FBO CLARISSA B CLARK U/A/D 10/12/98 2A TODD CIRCLE CARLISLE PA 17013-3574 ACCOUNT: 431-20595-1-4-025 FC: PETER KAKOyANNIS % of ASSETS** BANK DEPOSITS FIXED INCOME MUTUAL FUNDS UNIT TRUSTS 14,917.00 525.81 294,576.65 30,147.78 4.4% 29,- . 0 86.6% 8.9% ------------------- ------ ------------------- ------ LONG POSITION & CASH* 340,167.24 100.0% ------------------- ------------------- TOTAL ACCOUNT VALUE 340,167.24 SMITH BARNEY.... cltlgroupJ Peter Kakovannis First Vice President - Investments Senior Portftlio Manager Portftlio Management Group 729 SW Federal Hwy., Suire 3}0 Stuart, FL 34994-2913 I Tel 772 283 7170 Tel 800325 0038 Fax 772 286 6175 peter.kakoyannis@smithbarney.com Peter Kakoyannis First Vice President-Investments Smith Barney Citlgroup Global Markets Inc. 729 SW Federal Hwy., Ste 300 Stuart, FL 34994-2913 772-283-7170/772-286-6175 Fax Citigroup Global Markets Inc. . VALUE DOES NOT INCLUDE UN PRICED SECURITIES. "% OF ASSETS REFLECTS ACCOUNT BALANCES AS A PERCENTAGE OF LONG POSITION & CASH AND IS ROUNDED TO THE NEAREST TENTH. AS A RESULT THE ACTUAL TOTAL MAY NOT EQUAL 100%. THIS INFORMATION IS BEING PROVIDED AT YOUR REQUEST AND DOES NOT REPLACE OR SUPERSEDE YOUR SMITH BARNEY CUSTOMER STATEMENT. THIS INFORMATION IS BASED UPON THE MARKET VALUE OF YOUR ACCOUNT AS OF THE CLOSE OF BUSINESS AND IS SUBJECT TO DAILY MARKET FLUCTUATION. SMITH BARNEY IS A DIVISION AND SERVICE MARK OF CITIGROUP GLOBAL MARKETS INC. MEMBER SIPC SMITH BARNEY PAGE 1 ACCOUNT POSITIONS AS OF 04/01/05 CLARISSA B CLARK TTEE FBO CLARISSA B CLARK U/A/D 10/12/98 2A TODD CIRCLE CARLISLE PA 17013-3574 ACCOUNT: 431-20595-1-4-025 FC: PETER KAKOYANNIS QUANTITY SYM/CUSIP SECURITY DESCRIPTION PRICE MARKET VALUE 14,898 #BDP BANK DEPOSIT PROGRAM 1.000 $14,917.00 18.71 ACCRUED INTEREST 27,021 DELIX DELAWARE TAX FREE PENNSYLVANIA 8.080 $218,331.21 FUND A 2,427 IFACX INCOME FUND OF AMERICA CLASS C 18.010 $43,717.04 15 458083490006 UNITS INSD MUN INCM TR # 79 M 232.200 $3,483.00 MONTHLY PAYMENT 30 458084258006 UNITS INSD MUNI INCM TR #97 144.020 $4,320.60 MONTHLY PMT 4,769 #HIBSA SB HIGH INCOME FD CL A 6.820 $32,528.40 17,906 904310208009 UTS UNCOMMON VALUES TR #2002 A 1.247 $22,344.18 ANNL PMT SERIES 25,000 362191FY90RO GNMA PL#263983X DTD 01/01/1989 109.000 $126.52 10.00 01/15/2019 FACTOR .00464 CFACE 116 25,000 36219L7G30RO GNMA PL#252995X DTD 03/01/1989 109.000 $399.29 10.00 03/15/2019 FACTOR .01465 CFACE 366 ----------------- ----------------- TOTAL ACCOUNT VALUE 340,167.24 . VALUE DOES NOT INCLUDE UNPRICED SECURITIES. THIS iNFORMATION is BEING PROVIDED AT YOUR REQUEST AND DOES NOT REPLACE OR SUPERSEDE YOUR SMITH BARNEY CUSTOMER STATEMENT. THIS INFORMATION IS BASED UPON THE MARKET VALUE OF YOUR ACCOUNT AS OF THE CLOSE OF BUSINESS AND IS SUBJECT TO DAILY MARKET FLUCTUATION. SMITH BARNEY IS A DIVISION AND SERVICE MARK OF CITIGROUP GLOBAL MARKETS INC. MEMBER SIPC SMITH BARNEY ACCOUNT POSITION SUMMARY AS OF 04/01/05 CLARISSA B CLARK TTEE FBO CLARISSA B CLARK U/A/D 10/12/98 PORTFOLIO MANAGEMENT 2A TODD CIRCLE CARLISLE PA 17013-3574 ACCOUNT: 431-20597-1-2-025 FC: PETER KAKOYANNIS % of ASSETS** CASH ACCT BAL MONEY FUNDS STOCKS PREFERREDS CLSD END FND 1,154.68 102,408.81 161,887.21 12,940.00 70,859.22 3~ . 0 29.3% 46.4% 3.7% 20.3% ------------------- ------ ------------------- ------ LONG POSITION & CASH* 349,249.92 100.0% ------------------- ------------------- TOTAL ACCOUNT VALUE 349,249.92 Peter Kakoyannis First Vice President-Investments Smith Barney Citigroup Global Markets Inc. 729 SW Federal Hwy., Ste 300 Stuart, FL 34994-2913 772-283-7170/772-286-6175 Fax . VALUE DOES NOT INCLUDE UNPRICED SECURITIES. h% OF ASSETS REFLECTS ACCOUNT BALANCES AS A PERCENTAGE OF LONG POSITiON & CASH AND is ROUNDED TO THE NEAREST TENTH. AS A RESULT THE ACTUAL TOTAL MAY NOT EQUAL 100%. THIS INFORMATION IS BEING PROVIDED AT YOUR REQUEST AND DOES NOT REPLACE OR SUPERSEDE YOUR SMITH BARNEY CUSTOMER STATEMENT. THIS INFORMATION IS BASED UPON THE MARKET VALUE OF YOUR ACCOUNT AS OF THE CLOSE OF BUSINESS AND IS SUBJECT TO DAILY MARKET FLUCTUATION. SMITH BARNEY IS A DIVISION AND SERVICE MARK OF CITIGROUP GLOBAL MARKETS INC. MEMBER SIPC SMITH BARNEY PAGE 1 CLARISSA B CLARK TTEE FBO CLARISSA B CLARK U/A/D 10/12/98 PORTFOLIO MANAGEMENT 2A TODD CIRCLE CARLISLE PA 17013-3574 QUANTITY SYM/CUSIP 90,210 SBCX 12,075 TFMX 275 CHKP 260 AWR 100 BSC 900 BKN 402 BGG 600 CHI 120 COP 115 ED 185 STZ 150 FDX 45 FSLB 180 IMO 215 INTC ACCOUNT POSITIONS AS OF 04/01/05 ACCOUNT: 431-20597-1-2-025 FC: PETER KAKOYANNIS SECURITY DESCRIPTION SB MONEY FUNDS CASH PORT CL A 112.66 ACCRUED DIVIDEND SMITH BARNEY MUNICIPAL MONEY 10.33 ACCRUED DIVIDEND *** CHECK POINT SOFTWARE TECH AMERICAN STS WTR CO BEAR STEARNS COMPANIES INC BLACKROCK INVESTMENT QUALITY MUN TR BRIGGS & STRATTON CORP CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FD CONOCOPHILLIPS CONSOLIDATED EDISON INC CONSTELLATION BRANDS INC CL A FEDEX CORP FREESCALE SEMICONDUCTOR INC CLASS B *** IMPERIAL OIL LTD NEW INTEL CORP ** MORE ** PRICE MARKET VALUE 1.000 $90,322.89 1.000 $12,085.92 21.840 $6,006.00 25.100 $6,526.00 98.270 $9,827.00 15.140 $13,626.00 35.580 $14,303.16 18.090 $10,854.00 110.280 $13,233.60 41.840 $4,811.60 53.180 $9,838.30 92.350 $13,852.50 17.060 $767.70 78.150 $14,067.00 23.010 $4,947.15 SMITH BARNEY PAGE 2 CLARISSA B CLARK TTEE FBO CLARISSA B CLARK U/A/D 10/12/98 PORTFOLIO MANAGEMENT 2A TODD CIRCLE CARLISLE PA 17013-3574 QUANTITY SYM/CUSIP 170 IWF 2,000 MMT 370 MSFT 415 MOT 1,650 MVF 772 MYI 500 PSAPRR 240 SI 170 SPLS 255 TWX 130 UL 120 WLP ACCOUNT POSITIONS AS OF 04/01/05 ACCOUNT: 431-20597-1-2-025 FC: PETER KAKOYANNIS SECURITY DESCRIPTION PRICE MARKET VALUE ISHARES RUSSELL 1000 GROWTH INDEX FUND 46.520 $7,908.40 MFS MULTIMARKET INCM TR SBI 6.130 $12,260.00 MICROSOFT CORP 24.120 $8,924.40 MOTOROLA INC DE 14.890 $6,179.35 MUNIVEST FUND INC 9.190 $15,163.50 MUNIYIELD INSD FD INC 14.310 $11,047.32 PUBLIC STORAGE INC DEP SHS RSPTG 1/1000THS SER R 8.00% 25.880 $12,940.00 *** SIEMENS A G SPONS ADR 78.630 $18,871.20 STAPLES INC 30.450 $5,176.50 TIME WARNER INC 17.450 $4,449.75 *** UNILEVER PLC SPONS ADR NEW 39.600 $5,148.00 WELLPOINT INC 124.650 $14,958.00 CASH ACCOUNT BALANCE 1,154.68 ----------------- ----------------- LONG POSITION & CASH* 349,249.92 ----------------- ----------------- TOTAL ACCOUNT VALUE 349,249.92 . VALUE DOES NOT INCLUDE UNPRICED SECURITIES. THIS INFORMATION IS BEING PROVIDED AT YOUR REQUEST AND DOES NOT REPLACE OR SUPERSEDE YOUR SMITH BARNEY CUSTOMER STATEMENT. THIS INFORMATION IS BASED UPON THE MARKET VALUE OF YOUR ACCOUNT AS OF THE CLOSE OF BUSINESS AND IS SUBJECT TO DAILY MARKET FLUCTUATION. SMITH BARNEY IS A DIVISION AND SERVICE MARK OF CITIGROUP GLOBAL MARKETS INC. MEMBER SIPC .- -~~ --~---- WACHOVIA APR 2 2 2005 Reference ID: 1203728 Wachovia Bank N.A. Balance Confirmation Services POBox 40028 Roanoke, VA 24022-73] 3 April 20, 2005 SAIDIS SHUFF FLOWER & LINDSAY 26 WEST HIGH ST CARLISLE, PAl 71 03 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer: CLARISSA B CLARK (SSN# 508-07-6693) Date of Death: April 3, 2005 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance* Date Opened Maturity Date Interest Rate Accrued YTD Interest Interest Paid Date Closed CHECKING 1169102046763 $28,335.15 1/7/1980 $1.43 $12.45 LEGAL TITLE: CLARISSA B CLARK CORNELIA C MIDDLETON * Due to system limitations, we can only provide a twelve month average balance on depository accounts. * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were mad dU~~~ ~ Audrey Troutt Servicenter Associate Phone: (540)563-7323 11; at 0000000614 REED & BARTON FRANCIS I (STRL,"REED & BARTON",NO MONO) at Replacem... Page 1 of 10 'f' u G';"(I ,,(,hckhrn ! Ornr .r>EJl...1 E1Il..rr<' l1D'L,'J,',~- /Ua:', r~~inr008 ~Lf\L. IV 1 ~ I ." . ~' ", ",..:~ 200000 ',,', Ch'...., C')"h" <: 'd'" . Old <: ."'" . "~ ., ". p........!! " ].800.RF.PIA(:E (!.X(l()."!".n'''ll;;> -, · &Im . Wpm 1;7. 7 dm's . Home FAQ Letters Site Map ~ Sian UD For ( S- FREE Pattern Info! '-'r' -r - . -I"r'r 'r--'r -r . , -' ' - - ' NEAT REClSTER' TNS r CHINA CRYSTAL SILVER Y COllECTIBlES SPECIALS! ORDER THINGS INFO PATTERNS MONTHI Item#: 137217 Pattern: FRANCIS I (STRL,"REED 8&. BARTON",NO MONO) by REED8&. BARTON SILVER, Sterling [RDSFRANC] Click Here to Enlarge Description: STERUNG, REED8&. BARTON STAMP, NO MONOS Copyright 1998-2005 . Click Here To Register This Pattern! - get FREE, updated e- mail/FAX/US Mail inventory lists, with prices! . Don't see the pieces you are looking for? Your registration with us will ensure the fastest possible notification. · Order online below or call1-800-REPLACE(1-800-737-5223 - our average answer speed is 8 seconds!) 8 AM to 10 PM ET, 7 days a week to order, verify inventory availability, pricing, or to ask questions! .~ "'j-",,-,,"=,.. ~-_..".."..-;I~_'::':".-~;' ~~- REED8&. BARTON FRANCIS I (STRL,"REED 8&. BARTON",NO MONO) STOCK AS OF 04/25/2005 (prices are per piece) Qty Code 1 K2M 9 K2NF 16 K2NF 16 K1M 16 K1M 16 K1NF 1 TEK 16 STK 3 STK 8 STKR 16 F2 16 F1 16 SF 16 FF 16 TS 16 FSYS Piece Name (if piece name is blue, click S' . . ." Ize for Image) Price a KNIFE-MODERN/HOLLOW 9 1/2 $53.99 a KNIFE-NEW FRENCH/HOLLOW 95/8 NO NOTCH $47.99 a KNIFE-NEW FRENCH/HOLLOW 95/8 NOTCH $47.99 a KNIFE-MODERN/HOLLQW 87/8 STNLSBLADE $27.99 aKNIFE-MQDERN/HOLLOW 91/4 STNLSBLADE $27.99 aKNIFE-NEW_ERENCtllIiQL.lQW ~ 9 1/8 STNLSBLADE -7 $23.99 a KNIFE-TEA/STAINLESS BLADE 73/4 FRENCH BLD $39.99 a KNIFE-STEAK/INDIVIDUAL 9 BEVELBLADE $49.99 a KNIFE-STEAK1INDIVIDUAL 9 NO BEVEL $49.99 a KNIFE-STEAKjIND.-NO SERRATE HC 91/8 NO BEVEL $47.99 a FORK 7 3/4 $64.95 aI:ORK- 71/4 ~ >$41.99 a FORK-SALAD/INDIVIDUAL '>-6118 CLOVERPRC -7 $41.99 a FQRK-FISH/SOUD-INDIVIDUAL 7 1/4 4NO BEVEL $74.95 a SPQQN-TEASPOONr- >57/8 '>- $23.99 a SPOON-FIVE O'CLOCK/YOUTH 5 1/2 $37.99 http://www.replacements.comlwebquote/RDSFRANC.htm 1;1_ 1 ;*,:~_ .:it~ . 111_ 1//1_ 1;'~~_ ....~~- 1 ~~_ E~_ 1"-~_ 11~_ 1,~~_ 1 ;1,.1,4_ ;;,ft 11,&j_ 1 i~~_ 1f;._ 1'.\;i_ 4/25/2005 REED & BARTON FRANCIS I (STRL,"REED & BARTON",NO MONO) at Replacem... Page 2 of 10 7 16 6 16 16 14 16 16 16 11 16 16 4 16 16 2 16 8 2 2 1 2 2 2 2 2 2 1 2 2 2 FRK . KNIFE-FRUIT/STNLS BLADE/INDIV 7 1/4 STRF . FORK-STRAWBERRY 4 3/4 CHOS . SPOON-CHOCOLATE/SHORT HD- 4 1/4 LARGE DEM . SPQON-DEMITASSE 4 1/4 CSS . SJ:>QQN-SOUP1RQ!JJ'~[) BOWL (C)-7 6 BOU . SPOON-SOUP/ROUND BOWL (B) 5 3/8 GUM . SPOQN-SOUPjROUND BOWL (G) 7 1/8 PLS . SPOON-PLACEjOVAL SOUP 6 5/8 DES . SPOON-DESSERTjOVALSOUP 7 1/4 SHS . SPOON-SHERBET/LARGE 4 1/2 BSHM . BlfTRSPREADER-HOLHND-MOD- 6 3/8 STNLS BSHP . BUTR SPREADER-HOLHND-PAD- 6 1/4 STNLS BSF BUTTER SPREADER/FLAT HANDLE 57/8 IT . SPOON-ICED TEA 7 3/4 OYF . FORK-OYSTER/SHORT HANDLE 5 5/8 ICSP . SPOON-ICE CREAM 5 3/8 ICF . FORK-ICE CREAM 5 1/4 ICFR . FORK-ICE CREAM HC 53/4 CASSNR . SPOON-CASSEROLE/SMTH-STNBWL 10 HC 1/2 TOS . SERVER-TOMATO/SOLID PIECE 8 1/4 TOSTR . SERVER-TOMATO/CRANBERRY-STN HC SUS . SPOON-SUGAR SHELL 6 1/8 SUT . TONGS-SUGAR 4 1/8 CMFL . FORK-COLD MEAT/SERVG-LG/SOLID 9 1/4 3PIERCE CMFS . FORK-COLD MEATjSERVG-SM/SOLID 7 7/8 MBH . BUTTER-MASTER/HOLLOW HANDLE 7 PCS . SERVER-PIE &CAKE/STNLS BLADE ~~8 PCSR . SERVER-PIE&CAKEjSTNLS BLADE!-IC i~2 PIS . SERVER-PIE/ST.AINLESS BLADf i~8 PISR . SERVER-PIE/STAINLESS BLADE HC CAKSL . SLICER-CAKE/STAINLESS BLADE 10 1/2 http://www.replacements.comlwebquote/RDSFRANC.htm $49.99 1 ,t~_ $39.99 1 .~~_ $53.99 1dl_ $31.99 1 ,:i,i_ ~35.99 1;~'~_ $49.99 1 ~i_ $74.95 1 r~_ $45.99 1<i~_ $69.95 1~i_ $49.99 1ti_ $33.99 1~1_ $34.99 1 c~i_ $43.99 1.~'~_ $44.99 1jl_ $39.99 1'il~_ $79.95 1iii~_ $45.99 1l~_ $34.99 1 :~t_ $43.99 1dt1_ $109.95 11_ $49.99 1 i~i_ $39.99 11~~_ $59.99 1 'll_ $119.95 1.~f_ $69.95 1'14_ $33.99 1 ;11_ $49.99 1i~_ $45.99 1 5tJ_ $69.95 1<~_ $59.99 1 '~l_ $74.95 11l'_ 4/25/2005 St. John's Episcopaf C hUTCh Po. Box 612 Carlisle, Pennsylvania 17013 717-243-4220 Fax: 717-243-7745 The Rev. Canon Mark A. Scheneman, D.Min., Rector The Rev. Robyn J. Szoke, Associate Rector April 25, 2005 Connie Middleton 300 West Willow Street Carlisle, P A 17013 Dear Connie, Thank you for your generous donation of a Roland electric piano. The estimated value of this piano is $1,574. For your tax records, the tax exempt identification number of St. John's Episcopal Church is 25- 1776795. This contribution does not convey any material nature, or benefit to you, other than intangible religious benefit. We appreciate your thoughtfulness and consideration in contributing to St. John's music needs. Sincerely, ?r~y;d~ Uynn Kintz Parish Administrator