HomeMy WebLinkAbout07-22-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-, '82 EX(' 1-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
nn_n_ fold
ESTATE INFORMATION: SSN: 202-05-0795
FILE NUMBER: 2105-0445
DECEDENT NAME: KIRKPATRICK VIVIAN P
DATE OF PAYMENT: 07/22/2005
POSTMARK DATE: 07/22/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/13/2005
NO. CD 005605
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,113.88
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: IRWIN ET AL
CHECK# 022140
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$2,113.88
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
OFFICIAL USE ONLY
REV-1500 EX + (6-00) REV-1500
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA 21-05-0445
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601 COUNTY CODE
HARFlISBUFlG, PA 17128-0601 YEAR NUMBER
D DECEDENT'S NAME (LAST, FIF\ST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
E Kirk atrick Vivian P. 202-05-0795
C DATE OF DEATH (MM-DD- YEAR) THIS RETURN MUST BE ALED IN DUPUCATE WITH THE
E
D REGISTER OF WILLS
E SOCIA SECURITY NUMBER
N
T
X 1. Original Return 2. Supplemental Return 3 date of death
. Remainder Return prior to 12-13-SZ}
CAP B 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-SZ) 5. Federal Estate Tax Return Required
~ ~ 75 X 6. Decedent Died Testate 7. Decedent Malnt,ined a Living Trust _ 8. Total Number of Sate Deposit Boxes
CR~~ (Attach copy of Will) (Attach copy of Trust)
KO 0 . 0 . 0 11. Election to tax.undef See. 9"3(A}
E S 9. litigation Proceeds Received 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
T;J'ml$;~"l.i$T,!ilfit;_. .'.F@(Ul~QIt;~Y&'~'WJAlf{_J\NF~w.~~JllE,jUlEe:I~~'
P NAME COMPLETE MAILING AODRESS
C
0 0 Ro er B. Irwin Es 60 West Pomfret Street
R N FIRM NAME (If Applicable) West Pomfret Professional Bldg.
R D
E E IRWIN & McKNIGHT Carlisle, PA 17013
S N
T TELEPHONE NUMBER .--,
,-,'-::) :n
7 49- 3 (-) ,-.::J
1. Real Estate (Schedule A) (1) 61,000.00 OFFIC~ USE ONU~'<)
2. Stocks and Bonds (Schedule B) (2) None C) r- -"-~'
~J
3. Closely Held Corporation, Partnership or (3) None '-11 ,,) :n
.-] 1"'0 \.=J
Sole-Proprietorship <;: 'J
4. Mortgages & Notes Receivable (Schedule D) (4) None ..,., i "1'1
.-n
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 1,908.67 '-~
w ,-n
E (Schedule E) ., <:-:J
C
A 6. Jointly Owned Property (Schedule F) (6) None - --~'l
P o..D
I 0 Separate Billing Requested
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L (Schedule G or Ll
A 8. Total Gross Assets (total Lines 1-7) (8) 62,908.67
T
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 14,627.43
0
N 10. Debts of Decedent. Mortgage Liabll.ies. & Liens (Schedule J) (10) 1,306.21
11. Total Deductions (total Lines 9 & 10) (11) 15.933.64
12. Net Value of Estate (Line 8 minus Line 11) (12) 46,975.03
13. Charitable and Governmental Bequests/Sec 9113 Trusts 1m which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 46,975.03
C .
0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
M
P 15. Amount of Line 14 taxable at the spousal tax
T U
A T rate, or transfers under Sec. 9116(aX1.2) 0.00 X .0 0 (15) 0.00
X A 16. Amount of Line 14 taxable at lineal rate 46,975.03 X .045 (16) 2,113.88
T
I 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
0
N 18. Amount of line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 2,113.88
20. ii:;H!lli1Ji.Ill!;I!!H'(~I!:i..liii*~llmlll~,~illlil1l!lIl!i. .;~::Ii!~~~~y,~r;t.!!n'i
:i9i'~~!;I!:;: . ~~HiiI!YeJ:l$lI!lle._t~~cll!lt;K": ...m::7iji.<iJillitfi!%H:qf):!];J;,:::)i;:::
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1S00 EX (Rev. 6~OO)
Decedent's Complete Address:
STREET ADDRESS
40 Jum er Road
CITY STATE ZIP
Shi PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 2,113.88
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A +8 + C) (2) 0.00
3, Interest/Penalty if applicable
D. Interest
E. Penalty
T otallnteresVPenalty ( D + E ) (3) 0.00
4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 2Q to request a relund (4) 0.00
5. If Line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 2,113.88
A. Enter the interest on the tax. dUe. (5A) 0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 2,113.88
Make Check Payable to: REGISTER OF WILLS, AGENT
';":l;l;i:::l:;:~::,:;i.:!!i!i!i!!!!!i:::::~~:;:,,~::::;;~:;::::::;:~::;:;::::;::;:::!!!'i:!):i!::::~::,,:::::::::!!!:!m!W!i::.,!!!!!:!:!:![!!!~imw!!!!:!!!:!!:i!!:::,.:;:~~:!_~((m(i~!(I((!!~!!:i:..~~::i!!!!(~!@!~~(:.pm~!!!:~!.::~~~~~1.i._.:(;~~~~~~\!\,J~j!~~m~~;~~;~}!!~!\!!~~!!~!~J!~~::;::~~::::::::"::,."".,.".,,,...,-,_""_,,.
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 transferred; '" . ~ ~
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. . .... .
d. receive the promise for Ufe of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . 0 rn
3. Did decedent own an "in trust fo( or payable upon death bank account or security at his
or her death? .0 rn
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? .... . '" . 0 rn
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 pernllties of perjury. I declare that I have examined this return, Inciuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Oeclaration of preparer other than the personal representative is based on all information of which preparer hasarrJ k.nowledge.
SIGNA SIBLE FO FILING RETURN Richard E. Kirkpatrick DATE
_ _ _s.~~_ }~~;g_~,=;~_ _~()~<l: _ _ __ _ _ _ _ _ _ _ _ _ __ n _ _ _ _ __ _ _ _ _ __ 7/~/'('h
~ Carlisle, PA 17013
IRWIN & McKNIGHT DATE
60 West Pomfret Street
- - -Ca.;'l{sie,- - PA - - i 7013 -- n. - - - -- - __h - -- - - - - - - ---
For dates death or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spa % [72 P.S. 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 tor the use of the surviving spouse ls 0"/"
[72 P.S. 9116 (a) (1.1) Gin. The statute does not exemot 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. 9116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's Unea[ beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2)
[72 P.S. 9116(.X 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. 9116(aX1.3n 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.
Copyright (cj20QO form software only The Lackner Group, 1m:.. Form REV-1500 EX fRev fi_OO\
ADDITIONAL Personal Representatives
Estate of Vivian P. Kirkpatrick SS# 202-05-0795 04/13/2005
**********************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete. /"
Signature ~~~
Name Carol L. Bishopp
Address Line 1 42 Jumper Road
Address Line 2
City, State, Zip Shippensburg, PA 17257
Date 7("'.,(0'
,
REV-1502 EX +(1-97)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
IHHERliANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Vivian P. Kirkpatrick SSfl 202-05-0795 04/13/2005 21-05-0445
All real property owned solely or as a tenant in common must be reported at fair market Value. Fair market value ;s defined as the price
at which property would be exchanged between a wJlling buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledqe at the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 40 Jumper Road, Shippensburg, PA - SOLD - Settlement Sheet 61,000.00
Attached
TOTAL (Also enter on line 1. Recapitulation) $ 61,000.00
(If more space is needed, insert additIonal sheets of the same size)
Copyright (c) '996 form software only CPSystems, Inc. Form REV-1502 t;:y IRAV 1_Q'7\
REV-1508 EX +(1-97)
SCHEDULE E
COMMONWEALTH O~ PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Vivian P. Kirkpatrick SSlf 202-05-0795 04/13/2005 21-05-0445
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Orrstown Bank - Checking Account - 143000490 954.67
2 Personal - Property 954.00
TOTAL (Also enter on line 5, Recapitulation) $ 1,908.67
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 fon,-l,softlH'8f8 only CPSysterns, Inc. Form REV-1508 EX (Rev_ 1_97\
REV-1511 EX +(1-97) SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Vivian P. Kirkpatrick SS11 202-05-0795 04/13/2005 21-05-0445
Debts of decedent must be reported on Schedule J.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Fogelsanger-Bricker Funeral Home - Funeral 5,481. 20
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State _Zip
Yeans) Commission Paid:
2. Attorney's Fees IRWIN & McKNIGHT 3,900.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Richard E Kirkpatrick
Street Address 538 Burgners Road
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Son
4. Probate Fees Register of Wills 177 . 00
S. Accountant's Fees
6. Tax Return Preparer's Fees 250.00
7. Other Administrative Costs
1 Closing - Costs 739.94
2 Cumberland Law Journal - Estate Notice 75.00
3 Register of Wills - Filing Fee 30.00
4 Roy Gotshall - Appraisal on Personal Property - Attached 55.00
5 S.W. Barrett Real Estate - Appraisal on Real Estate 275.00
6 The Sentinel - Estate Notice 144.29
TOTAL (Also enter on line 9, Recapitulation) $ 14,627.43
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems,lnc. Form REV-1511 EX (R..v l_q7i
REV-1512 EX + (1-97)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHEAITANCETAX RETURN MORTGAGE LIABILITIES, AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Vivian P. Kirkpatrick SS4/ 202-05-0795 04/13/2005 21-05-0445
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Adams Electric Cooperative Electric 274.33
2 Balogh Becker, Ltd. - Payoff Sears Card 460.00
3 M&T Bank - Loan Payoff 524.48
4 Waste Management - Trash 47.40
TOTAL (Also enter on line 10, Recapitulation) S 1.306.21
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 ~y fR.... t ..<n\
REV-lS13 EX +(9-00)
SCHEDULE J
COMMONW~AL TH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF FILE NUMBER
Vivian P. Kirkpatrick SSfl 202-05-0795 04/13/2005 21-05-0445
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO D~CEDENT AMOUNI OR SHARE
NUMBER Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outrIght spousal distributiol'lS,and
transfers under Sec. 9116(a)(1.2)J
1 Carol L. Bishopp Daughter 1/2 Remainder
42 Jumper Road
Shippensburg, PA 17257
2 Richard E. Kirkpatrick Son 1/2 Remainder
538 Burgners Road
Carlisle, PA 17013
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright {c) ZOOO form softwaTe only The lackner Group, Inc. Form REY-1513 EX IR..v C1_M\
last Bill aub Q}t$tanttn!
I, VIVIAN P. KIRKPATRICK, of Hopewell Township, Cumberland
County, Pennsylvania, declare this instrument to be my last will
and testament, hereby expressly revoking all wills and codicils
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 to my husband, Calvin R. Kirkpatrick,
providing he shall survive me by sixty days.
4. Should the gift in Paragraph No. 3 not take effect, I
devise and bequeath all of my estate of every nature and wherever
situate to my two children, share and share alike, the child or
children of any deceased child taking the share their parent
would have taken if living.
5. I nominate and appoint Richard E. Kirkpatrick and Carol
L. Bishopp, to be the executors of this my last will and
testament; they are to serve as such without bond.
6. 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 tl- day of April, 1991.
'f/:~ e ~~-/(SEAL)
VIVIAN P. K R PRICK
Signed, se a 1 ed , published and declared by Vivian P.
Kirkpatrick, the above named testatrix, as and for her last will
and testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our
names as witnesses hereto.
~~. 7T1lJJ.iI.f1:8n
~-&.{\.a_ ~( ~~d
ACKNOWLEDGEMENT AND AFFIDAVIT
WE, VIVIAN P. KIRKPATRICK, BET ZI 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 Will
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.
AI~~;?~~
VIVIAN P. KI PA ICK
A. MO RI
~~HM.{N~~
STATE OF PENNSYLVANIA :
: ss:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by
VIVIAN P. KIRKPATRICK, the testatrix, and subscribed and sworn
to before me by BETZI A. MORRISON and KATHLEEN M. KENNEY ,
witnesses, this v-- day of Apr i1 , 1991.
i'fl~ .J ci:~
.
-
~ . A !:URWlN, NOTARY PUBLIC
,~ARU OOROOGH,CUM&Fl'.ANOCOVN
. MY COMMISSION EXPIRES OCT. 3. 1992
M~\rr.'f.,t tI':l,:1~Y\'1";:'! \::~.:-\-:i1::"1 of N~ar;!,,-s
LAW OFFICES
IRWIN & McKNIGHT
WEST POMFRET PROFESSIONAL BU/WING
60 WEST POMFRET STREET HAROLD S. IRWIN (1925.1977)
ROGER B. IRWIN CARLISLE, PENNSYLVANIA 17013.3122 HAROLD s. IRWIN, JR. (/954.19R6)
MARCUS A. McKNIGHT. III IRWIN. IRWIN .. IRWIN (1956.19R6)
DOUGLAS G. MILLER (717) 149-2353 IRWIN. IRWIN &: McKN1GffT (198(;.1994)
MATTHEW A. McKNIGHT FAX(7I7) 249.6354 IRWIN, McKNIGHT & HUGHES (J994-2003)
WWWJMHLAWCOM IRWIN &: McKNIGHT (2003. J
MEMORANDUM OF SETTLEMENT
******************************************************************************
Sold by: VIVIAN P. KIRKPATRICK ESTATE
Sold to: NICHOLAS W. GARDNER
Date of Settlement: July 15,2005
Location of Property: Hopewell Township4b Jumper Road, Shippensburg, PA 17257
..
Purchase Price .....,.....$61 ,000.00
Down Payment................ -0-
Balance.. ........ .... ........$61 ,000.00
Assessment..... ...........$45,720.00
Tax Adjustment:
Seller Owes: School: From 07/01105 to 07115/05
Mill Rate: ...............................
Annual Tax......................,......
Pro Rata Share........................ days @ $ Total $46.55
Buyer Owes: County and Road or Borough: To 12/31/05 from 07/15/05
Mill Rate: ...............................
Annual Tax...........,.................
Pro Rata Share........................ days @ $ Total $19.47
Seller to Buyer .................$27.08
Total Paid By:
Buyer to Seller .....................$
Water............$ Gas...............$ Seller Paid: 2005 Co. & Twp.
Sewer............$ Elect. ............$ Tax bill to Tax Collector
Phone............$ Insurance ......$ Buyer To Pay: 2005 School
Fixtures ........$ Keys............... Tax bill to Tax Collector
******************************************************************************
FEES AND EXPENSES TO BE BORNE BY:
Seller Buver
Transfer Tax. ................ ......... .....$61 0.00 Attorney Fee...................$12S.00
Attorney Fee................................... -0- P A Transfer Tax.............$61 0.00
Notary Fee..... ................. .... ......... .$20.00 Notary Fee..........................$S.oo
Total...$630.00 Recording Charges...........$38.50
Satisfaction Mortgage ......................$ Total..........$778.50
Satisfaction of Judgments ................$ Tax Adjustment to seUlW.$27.08
2005 County & Twp. Taxes.......$109.94 Filing Trailer Title............$22.50
Tax Adjustment to Buyer.................$ 2005 School Taxes.........$507.64
Selling Commission.........................$ ..............................................$
..........................................................$ Total Expenses, etc. ....$1,335.72
..........................................................$ Balance ofPrice........$61,000.00
..........................................................$ . Grand Total...............$62,335.72
.............,..........................,........,.......... Mortgage.. ..... ....... ....... ..... ....$
Total Expenses ...........................$739.94 Balance Due.........................$
Total Received by Attorney ..$61 ,027.08
Total Paid Out by Attorney........$739.94
Balance Paid to Seller ...........$60,287.14 IRWIN & McKNIGHT
By; ('71....v, '7. dL..
( )
.......~. ._,
~~
ORRSTOWN
BANK
April 26, 2005 ~~~~UW~~
TO: Law Offices
Irwin & McKnight ,( 27 2005
60 West Pomfret Street
Carlisle, PA 17013
fRWIN & McKNIGHT
FROM: Timothea Moose
Cust Servo Op.
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Vivian P Kirkpatrick
DATE OF DEATH: April 13, 2005
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
143000490 Vivian P Kirkpatrick 9/23/04 954.63 .04
SAVINGS ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
Dn D^v ?"n. "hinno!nsbura. PA 17257. (717) 532-6114. (717) 532-4143 Fax. www.orrstown.com
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I. FOGELSANGER.BRlCKER FUNERAL HOi\tIE, INe.
. FEDERATED NORMAN H, BRICKER, Supervisor
..~ P.O. Box 336.1'2 West King Street
.",,.,..~~ SH1PPENSBUAG. PENNSYLVANIA '7257
otl1994 Phone (717)532-221'
Date April 26, 2005
No.
Funeral of Vivian P. Kirkpatrick
Mr. Richard E. Kirkpatrick
To 538 Burgners Road
Carlisle, PA 17013
Personal, Staff and
Professional Services
Funeral Home $4,200.00
Facilities and Equipment
Automobile Equipment
Casket $ 650.00
Intennent Receptacle
Total 'A' $4,850.00
Opening Grave $ 200.00
Newspaper Notices $ 181.90
Clergy Honorarium $ 75.00
Certified Copies $ 60.00
Flowers $ 164.30
Pianist $ 50.00
Total '8' $ 731.20
Total 'C'
Complete Total $5,581.20
Due May 27, 2005 Amount Paid *$ 100.00
Balance $5,461.20
Inventory of the real an personal estate of
VIVIAN P. KIRKPATRICK
. deceased
1. Orrstown Bank - Checking Account - 143000490. . . . . . . . . . . . . . . . . . . . . $954.67
2. Personal Property. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $954.00
3. Real Estate - 40 Jumper Road, Shippensburg, Pennsylvania. . . . . . . . . . . . $61,000.00
TOTAL..................................................... $62,908.67
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COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
Richard E. Kirkoatrick and Carol L. Bishoop, being duly sworn according to law, deposes and says that he is the Executors of
the Estate of
Vivian P. Kirkoatrick
, late of Hooewell Townshin
, Cumberland County,
Pennsylvania, deceased and that the within is an inventory made by Richard E. Kirkoatrick and Carol L. Bishooo. the said Executors
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the
Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of
decedent's death.
Sworn and subscribed before me,
th#day of Julv ,2005
~4I.:II~1o
538 Bur~ners Road
COMMONWEALTH OF PENNSvr ~ANIA
Notarial Seal
Karen S. Noel, Notary Public
Corlial. BOlO, Cumberland Cuuntv
My Commission Expires Dec. 8, 2607
42 Jumoer Road
Address
Shiooensbur~. PA 17257
Date of Death
13
Day
04
Month
2005
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty.
4. See Article IV, Fiduciaries Act of 1949.
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