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
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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-
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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
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4/25/2005
REED & BARTON FRANCIS I (STRL,"REED & BARTON",NO MONO) at Replacem... Page 2 of 10
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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
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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
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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