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Home My WebLink About94-00308 '" 1\. ,\ ,j, ',,'\11, ",.I.ii' ,v' II. ',I. '''' , \' I \ I." I 11,', \If,' I ' ;/ " " , " "I 1 h,. I' ", " ,,'i " ,. ' , " " , .,' , " i',;, , '. '. "',' " ., , , ~', I', ' " I' ... . " . ), " . : It"~ I. lI',' I' l' \'t'.l :' ! I, "; ,,\, , ~", , , " "'; ,I, , " " II, l~.' ,.,I'J' I' ~' 1 II I' , , ", " I, I' , " , , . . \, ,.. 1\1.1.1,,1 :'1, "f", , ' " " . ., ." ,y ,l ~! ,.' " " r ,. . . . . . .', ,,\.,'l'/ , .' t~ ", :Jlr " .' " ,:1/.,> , " \~ . J .': 1\ , .t', ,n'.' >.,.1\" ,(, ,t... ,,' ,':' " " I' I" I. i , Jl,l" , .' '. , \ I' , '. " , ,'1' ", ",< '" , , ,,, d, , , " ',' ,,, " "1' ! ~ I. " . ." :.. " , I , , , " , , , i, '" ", I.. " " " !, ,/1, I' .\' ',', .1.' \1' I. ,\ " " .' ,'.'\ ." ,;"" 1.\\ ,'\'. " "! 'j , 'I, " .h, . ,', \1,' t. . I' " , " " " " i ,,' ,. , . , . 'h' "I I, \ \ ::,""" 'I" " I,,' ";.'{l'; I.'.:' \l , ., , " , ' " , " , , , '\" I,." , " .' ' "1\"-: ,J'I( (' " ";' '" :'11 ,,' I:: , " . I, " 1"\" ,', ~ I. l" . I ~". , .1. "", ., 'J.'t , " , 'j,': ,'I' ,(1" 'I" ,'i PETITION FOR PROBATE and GRAN~ 0; JETTERS Es ,( Lois II. Thompson N ~') .- - r3{)f lale OJ o. -~~ also known as To: - Register of Wd~M%~ d -< Deceased. County of _ . a n In the Social Security No. ~-=-~_O - 0 4 4 8 Commonwealth of Pennsylvania The petition of the undersigned respcctfully reprcsents that: or Your petltloner(s), who is/are 18 years of a~or ol~ an tf99~eul- In the last will of the above decedent, dated. a y, _ and eodlcll(s) dated named . 19_ (Slille releVRm c1rcum5Ibncc~, e.g. renunchulon, death of executor, etc.) Cumberland Decendent was domiciled at death In Count\!. PcnnSylvlOl~ with I> er last famllv or odo.cllllll residence at church oLL;od /lome, .tlO 1 N. Hanover st. carlis'le, 'PA l/U1'j (Ihl Slleet. number and munclpullty) Ilecend th 84 ,f dl d March 8, 1994 19. at \..llur8l\' 0'" "GOd f1om~e~rstPo,g~. elrnhover ~t. car llsle, PA' nu 13 . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: Decendent at death owned property with estimated values as follows: (If domiciled In Pa.) All personal property (If not domiciled In Pa.) Personal property In Pennsylvania (If not domiciled In Pa.) Personal property In County Value of real estate In Pennsylvania situated as follows: $ 575,000.00 $ $ $ None WHEREFORE, petltloner(s) respectfully 1f8Yff.t&'ih~~i:!l~~ate of the last will and codlcll(s) presented herewith and the grant of letters (testamenlary; odmlnlslrallon c.1.0,; ndOllnl'llIllon d.b,n.c,I.I,) theron, i ]1 ;a." ~'Il 0;;.. I'd I ~c~ 7 .",; T1U 'my by uavid c. L;orIty -vIce preSIdent and Trust Officer /2,'fcJ.,JjS'Q'i' OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLV ANIA } ss COUNTY OF Cumberland The pctltloner(s) above-named swear(s) or afflrm(s) that the statements In the foregoing petition arc true and correct to the best of the knowledge and belief of petltloner(s) and that as personal reprcacn. tatlve(s) of the above decedent petltloner(s) will well an ruly admlnlter t estatc aecordlnllo law. Sworn to or affirmed ?Dod subscribed ~ ~ ~ before me this _~_ day of /' . . r . 0 any }' ml_1dJJ! <I1l! . by DaVl . on y ., 'UL11p'ZJ,:',I//.Cr/,tr. ~e reSl en an C. LEWIS Reglsterl J_'l'rust Oll:icer ~ No 21 - 94 - 308 . Estate of Lois H. Thompson _I Deceased DECREE OF PROBATE AND GRANT OF L,ETTERS March AND NOW 19_, In consideration of the petition on the reverse side hereof. satisfactory proof having ~~n p~e~1:~ed bfw~e2me, IT IS DECREED that the Instrumenl(s) date~ y , described therein be adl1)ltted to PIQbate and flied of record as the last will of L01S H. Tnompson d L T"'l>Lc"",,"Lcuy an ellers h b d Farmers Trust Company are ere y grante to 7J;u.1{JJf!:.~!:: 1Jm~ MARY C. LEWIS FEES Probate, Lellers, Etc. ........, $ 375.0p Short Certlflcates(6 ), . . , . , . . ., $ 18 . 00 Renunciation ,.'.,.,...,..... $__ X-Pages $ 12.00 JCP TOTAL --' $ 5.00 Flied ....., .MI)~~H .~J.. .1~~~..,.,,~ 19:.~0 ATTORNBY (Sup. CI. 1.0. No.) ADDRESS PIlONB N .\..l~ 'J... R 0 .'1, '10.. po} '" " Cl_ If (~ n- , ~ " . , . U d.l " !Un:; ,~/ g n:: PI .~ UU , " Called attorney on 3-31-94., 'I'hi, i> III ..ellify Ih.tlthe inf"rn\itlilln IIcrc~il'cn i, ((1I1't't'dy nopil"\ lmlll ,Ill tlrigill,d tl'lIiti(,it(. of .It',llh '\lIly lill,t! willi nK li' \'1,(,,1 R('~i~ln\r. Thl' origillid (('lIilil',\lI' will be forwiI",,",\ to d\\' Sl'"l' Vilid I\"nor.l', 011 ilL b" 1'(''''1,1111:\\\ Iiling. WARNING: II 18 Illegal 10 dupllcale Ihla copy by photoslal or phol09rpph, \'('e (III' Ihis ,,'lIil;.;UIC, ):!,1I11 mft~";~ g~ !.f~ l.(l(it\ Hl',~',i~tnll' , I 2349982 -..----....-.......-...."--' .-".... ~.... .-.....~~. J:: ~(~;IY..-'.- No, "IOt.l4.3l'fol "'1 COMMOHWEALTH OP PEHHIVLilAHIA' DEPA~TMEHT OP HEALTH' ~ITAL AICORDS CERTIFICATE OF DEATH OIJ'OftIRH~ Oh...l I. 3-8-94 '"I lit ."" ... I, . \Vo::JrI\,Ot'y""1 "".. lUl411l'lIlf'Ql'lCcu"'''' Erie, PA ,,....,...u......tll \;l)(;\I~MC\JAlrt'H\,..\,/f(1l I. 148 - 30 - 0448 1!!tJ-_....,......-lW'IfINI..,.. h41t ,~'oo10 ~D ~m '.., H I"II"'~,~.... - 3-12-09 ~ 101 l''''d''~~''''lrCl''''''''''' 84 'fll carliele Thompson .01 lf1Y -~ ----........ 1111l...J~ylvani..A_0i<t -" ..... \"'.CcoJo .--e.urob.exland- 1I:,.~"'C1' ,tfCX~.::i:=.._--c'a.ill .-..- uottlC"IUIWI",,!,IdeM 1,11<*\....'....., Unknown ,I.H"" $rMI. t"""",, "r.Cdi 1 }Ol" Ellwood Garden Apts, ~ t SllA, Carlisle, PA ()l .N~Ol~'!1'C1""i"'" l ()It.~...N~ .~~remat1on Soc1ety of P e ator "'" ... ts. OIe.OINT' .C1U.~ AIItOIHCI ~,.....o:l<'" ",(llNlW.1 ,..- .. 3-11-94 "" , Ol0694-L e ~ '1l~NUW8" ~,,"<Wl .. .. . ..Ill FD , ~O \"""1....'. .""'- .pV4~~ .........~"...,taA ...fMr,At'1.,..~.....,.....,...NnI ~t't#^ tw~~f'Mi ,un.: -- ., ~OtG\ifllI"O lNJUl'ylllWO'lIl' " '" 0 ..1Zr . "CtortkA.ll\1.~,....,'.NI\.,.....,~II'c. ~...l!.(<<.,1 ... "'M - - '1'\-', _'.L.....:!l - 01ol"- I tAU II ~ Cth\vhLP~ - " 4-. IClst Bill aub ~t$tClUttn! I, LOIS H. THOMPSON, a resident of Church of God Home, Carlisle, Pennsylvania, do make, publish and declare this to be my Last W111 and Testament, hereby revoking all W1l1s and Codicils heretofore made by me. ARTICLE II I direct that all my just debts, my funeral expenses, expenses of my last illness and the costs of administering my estate be paid as soon as practicable after my death. In the event that any property or interest in property passing under this 11111 or by operation of law or otherwise by 'reason of my death (other than as a part of my residuary estate) shall be encumbered by a mortgage [)r a lien or shall be pledged to secure any obligation (whether the property or interest in property so encumbered or pledged shall be owned by me jointly or individually), it is my intention t.hat such indebtedness shall not be charged to or paid from my estate, but that the devisee, legatee, joint owner taking by survivorship, tenant by the entirety or beneficiary receiving such property or interest in property shall take it subject to all encumbrances existing at the time of my death. ARTICLE fJ. All of my clothing, jewelry, household goods, personal effects, automobiles and all other tangible personal property owned by me at the time of my death. other than money, evidences of indebtedness, documents of title. securities and property used in trade or business. I bequeath to my husband, Wesley R. Thompson, if he survives me by as much as thirty (30) days. In the event that my said husband does not survive me by as much as thirty (30) days, I bequeath said tangible personal property in accordance with a written statement or list disposing of such items which I intend to sign and place in the envelope with this Wlll. ARTICLE 3: 1 give and bequeath the sum of Twenty Thousand Dollars ($20,000.00) to my son, Oanie1 R. Thompson, 1627 S. 51ST Street, Tampa, Florida 33619, 1f tie shall survive me. If he has predeceased me then this specific bequest will cease and this sum w1l1 be part of my residuary estate. ARTICLE i!. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to my brother, Kenneth W. Horsman, L indburgh Road, Box 469, Ringoes, New Jersey 08551, 1f he shall survive me, and if not, then to his wife, Helen D. Horsman, if she shall survive me. If she has predeceased me, this specific bequest will cease and this sum will be part of my residuary estate. ARTICLE ?i I give and bequsath the sum of Five Thousand Dollars ($5,000.00) to my brother, Quentin L. Horsman, 4208 Elmwood Avenue, Erie, Pennsylvania 16509, if he shall survive me. If he has predeceased me then this spec1fic bequest w1l1 cease and this sum w1l1 be part of my residuary estate. ARTICLE 6: I give and bequeath the sum of Five Thousand --- - Dollars ($5,000.00) to my sister, Weltha H. Roberts, Apt. 154, Crosslands, Kennett Square, Pennsylvania 19348, if she shall survive me. If she has predeceased me, then this specific . . bequest w111 cease and this sum w1l1 be part of my residuary estate. ARTICLE Il I give and bequeath the sum of Five Thousand Dollars ($~,OOO.OO) to my nephew, Craig M. Horsman, 415 Sara Lane, Honroe, North Carolina 28110, if he shall survive me. If he has predeceased me, then this specific bequest will cease and this sum will be part of my residuary estate. ARTICLE 0: give and bequeath the sum of One Thousand Dollars ($1,000.00) to my friend, Martha Whitehead, 0137 Blue Heron Drive East, Apt. 210, Wilmington, North Carolina 28405, if she shall survive me. If she has predeceased me, then this specific bequest will cease and this sum will be part of my res iduary estate. ARHCLE 9: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to my niece's husband, Douglas Rosbach, 26 Bel Air Drive, Dillsburg, Pennsylvania 17019, if he shall survive me. ARTICLE 10: All the rest, residue and remainder of my estate of every nature and wherever situate I give, devise and bequeath to the Revocable Living Trust with Farmers Trust Company of Carlisle, Cumberland County, Pennsylvania, dated May 26th, 1992, to be added to the property held in Trust by said bank. This will be helr and administered in accordance with the terms of said Trust Agreement as now constituted and as from time to INHEmrANCE TAX RETURN OOMIMlNv.\'All"Of N:NNBYlV"'" RESIDENT DECEDENT , O[J'NIIMCN10fnr,v[JttX' (TO BE FILED IN DUPLICATE '"'"","~.,~. !I'/lRI~~r~Jrw~!".~~\.. . ~IT~ 1"H E REg!~l~~})F WII..~S) DrCtOf!NJ" NAill!: (tAl', 'IAal. ANUwrOlllt INtlrAlJ I!! ~~., ..~ 5f~ ~ 'I- ~ffi a: Q a: Z 00 (J .. I- ffi ~ (J W Q .!~ol11pson,Lols H SOCIAL IECUAlfY HUMBER 146-30-0448 DAti: Of UtA III 3/0;94 flAf[;Of8UnU 3/12/09 flL~ NUMBen 21-94-0306 ,._-_~~~~n~~-~ ".;~=~;:'IT}~~: ocemENt's COUPlETr. ADORUS 511 A South Wast Stroot Carlisle. PA 17013 c"",,'r.. c;umb~r/~,n.,g_._._. '. ~~w~~n U(] /. O"glnll nl,u,n I I 2, Duppllm'Btl' nlCu,n [~J 3, Almllndl' nl,u,n (10' dl'lI plio' to 12 -, 2 .82) C.J 4, U'nhd EI'"" 1..1 41. FlllulO Inl"II' Comp,oml.. [OJ 5, Flderll e,,"," Tu /fa, dll" 01 dlllh Iftl' 12 -12 - ~21 Allu,n Alqul'ld [Jc] 0, Ooe.d.nt dlld Tlltlt. L~J 7, Ooe.d.nt Mllntalned I Uvlng T'UII 0 0, Tot.1 numb" 01 SII. OlpO," (Anloh copy 01 wlln (Attloh oOPV ol~ult) Oom ALL'CORRES,PONDENCe A~D cONtlDEN!!ALTAX'INFORMATlON SHOULD BE l!,IRECTED,TO:' . " " 'I, , . " .....E jCOUf'lE1EWJUNQAOOnESS __ David W, Mao!Y.~Ij:FP _____,_,__ .__ Farmers Trust Company lEUPHONE NUNBEn Trust Dopartment 717-243-3212 P.O. Box 220 , ---.--S<II[lil;lQ,l'A..1L~ 0.00 --.---.- 542,532.45 0.00 0.00 23,099.06 0.00 0.00 (8) 19,324,65 0.00 (11) (12) (13) (1.) 406,702.50 X ,00.. z o ~ ::l l: .. ~ w a: 1. R.II E"II. (Soh.dul. AI (1) 2, Slod(l Ind Ocndl (Soh.du'. 01 (2) 3, Clcloly Hlld Sloc/<lPIYlnerlhlp In'tIIlt (Soh.dul. C) (3) ~,MOYlglglI Ind NC'II Roeolvlbl. (Sch.dul. 01 (4) 0, Cllh, Oink D,poIK. & Mlloollln.oul Plllonol P,op.Y1Y (5) (Sch.dull E) O. Jointly Own.d P,cp.Y1Y (Sch.dul. F) 7. T'lnlllll (Soh.dul. G) (Sch.dul. LI O. Totll G,on An"1 (lo'"lIln.. 1-7) G, FUner11 E....n..,. Admlnll""IIv. COlli, Mllclllln.oul (G) E","nlll (Sch.dul. H) 10. D.b', MOYlg.g. UobIlKI.., U.nl (Sch.dul. Q 11. Totll Dlductlonl (Iolllllnll G & 10) 12. N.t Vllu. 01 EI"" (IIn. 8 mlnullln. 11) 13. Cho,nlbl. Ind Governm.ntIIO.qu"tl (Sch.dul. J) 14, N.I Vllu. Subjecllo TIX (IIn. 12 mlnulllnl 13) 1 e, Amount o1l1no 141lxable It 15" rale (Include values from Schedule K or Schedule M) 17. Principii 'IX duo (Add 'IX ~om IIn. 15 Ind ~cm IIn. 101 18, Credit. Pllor Pavments Ollcount Int"'11 30,000,00 + 1 ,570.95 0.00 lG, IIlIn. 1811 glllter thin Iln. 17, .n'er th. dln...no. on IIn. lG. ThllII th. OVERPAYMENT aD 20, IIlIn. 17 II gll.ter Ihln IIn. 18, .nter th. dlner.nc. on IIn. 20. TltllI. th. TAX Due A. Enler the Irttereal on the balanoe dUll on IIn. 20A B. Enler Ih,'olll ollln. 20 .nd 20A on IIn. 20B, Thllll the BALANCE DUE Mlkl Chick PIYlbl. 10: A.glller 01 WIIII~.nl _ ",;'~I' ~'7"~:i ,', ,'.' '(, . ,'I"" hE,BURE,TO:ANBWERALl'QUEGTlONB,ON REVERBE,SIDEAf/D TO RECHeCK,MATH'.'I" ,::,.;' ,':i.'J"i'.;\\J.b"i"";'" Onder p.noKIII 01 perju,y, I doellll'hl,l hlv, "'"mlned Ihll IIMn.lnoludlng looomp.nying loh.dulll Ind IIltom.nll. Ind to Ih. b"l 01 my kncw1.dgl In . iil,"" It I' true, oonlCland complete.l doelar.lhal.1I ,..1 "tlte has been reponed a' true market value. Declaration 1)1 prep.r.' other than p.rlona' r.pr...ntaUvllt baud on alllnformalton of which prepa,., has lm'J!nowfedae. '_.___. ~ PERSON RESPONSIBLE FOR FILING RETURN ADDRESS OIGN^TUR~ii~~~AN~A~-DRESS (01 (7) (10) 18, Amoun' ollln. 14 1..lbl. I 0% ,.,. (Inolud. vllulI ~om Soh.dul. K 0' Soh.dul. 1.1) (18) z o 1= g Q, :Ii o (J S (10) 67,957.99 Check here iI you nre rCllucshno n retund 01 your overpnyment x.to . (17) (181 (IGI 565,631.51 19,324,65 546,306.86 71,646.37- 474,660.49 24,402,15 10.193,70 -->l4.595,65 31 ,576.95 (201 (20A) (2081 ___._3,016.!li1.. 0.00 3,016.90 DEe -----_..--_.._-_._------_.__.__.~-_.._._------------------ --. Dlt. 2 1994 0.,1 , , 'Lois H. Thompson Estate Continuation Schedule B CUSIP Shares/Par Securltv Name Investments 1, 670632868 50,00 NlJVliliN TIE liD JlD 228 1,070,00 " , 2. 670907607 50,00 NUVEIiN SEll 1.'1'-224 692.50 I 3, 626200869 5,00 MUN liD '1'1\ POM SIlI\ 2. 773.55 , 4, 458083722 5.00 INS MUNI '1'1\ SIlI\ 86 1 t550,30 I 5, 025537101 898,00 AMEH ELEGI'IUC I'WH co 30,307.50 J 6. Ex- Dividend 2/4,")4, Item 5 538.80 , 7, 030177109 1,600.00 AMER TEL & 'mL CO 82,000.00 I 8. 030954101 400.00 AMERJ'mCII 16,450.00 ' 9, 077853109 300.00 IIELL A'ltAN11C CORP 16,125.00 , 10. 079860102 300,00 IIELU;OU1ll CORP 16,650.00 I 11. 174619106 500,00 CITIZENS FIRST BANCI' 4,000,00 .; 12, 260543103 909.00 DOW CHEMICAL CORP 59,425.00 I 13. 302290101 628,00 EXXON COI\PORA'1'I0N 41,134.00 I 14, Ex- Dividend 219,")4, !lem n 452,16 .; 15, 369604103 800,00 OENElW, EI.ECI1UCCO 84,150.00 I 16, 460146103 200,00 INTI. PAPER COMPANY 14,662.50 I 17. Ex- Dividend 2/15,")4, !lem 16 84,00 .; 18. 670768100 400.00 NYNEX CORP 14,925,00,1 19. 694890104 300,00 PACIFICTIlLrlSIS ORI' 16,425.00 I 20. 816300107 1,002.00 SELEcnVE INS OROUP 28,932,75 I 21. 845333103 400,00 SOUTIIWESTERN IlELL 15,700.00 I 22, 880370101 311.00 TIlNNECO INC 17,882.50 I 23. Ex- Dividend 2{22,")4, !lem 22 124.40 I 24. 912889102 300,00 US WEST INC 12,281.25 ' 25, 913190104 1,078.00 UNITED WAlCR RES INC 15t159.381 26. 912827G30 50,000,00 US TREAS 5.50% 7-97 50t078.13 I . 27, Intorosllo 000, !lorn 26 271.23 I 28, 577514102 100,00 Mauna Loa Macadamia LP 487.50 Totals $542,532.45 "iI' '., I'" " ," I ;', I' ,,' " , " :~ '\ ~, '.... . ,I I ,~ " , , , " ;"1.'. " ~ ~~ '5(11 Po ,~. 0\ .\ '.J't":;. -=1: " lr....-,. ',1"; j_. I " 0\ r",):".l .... ',1 ~C)" ," ~ (\) ('" 'J "tl ~,j. ,. "",,,. 'II ~' ..II II ct' " \(\ ,., C 0: p. ~8 .0: '''''1 " " , ,. , " , ' " ., .' I' ", " , . LI'l "I' 01 01 . 01 01 ~ Z ~, '"'" 0 R r... Ul . . 0 Z ~ 01 \Xl l-4 0 r.. . ~ ~ H 0 >< .c: .~ Ul tIl ~ >. u H ~ tl:1 III I-l H . ~ l!l ~ :E: ~ f--l 11<>- . ::> ~ t:l tIl 0 .. ~ <~ Ul ~ U l!l .. ~x Z tIl ~OHll;\XlH III ~ H ~ U~::>OO Ul ..:! fS o OM..:! r.:! ::> H U!>U I CltIl r.:!ll;ll; r.. t:l H '''I'r..r.:!E-t..:!~O ~~ r.. >l- O'IOUl Ul E-t r.. r.. o UlUlI ~~tHUl::> 0 0 ~~~r.:! O~ll;U ~ E-tr.:! NE-tU ir.:! r.:! r.:! Il: r.:! <r.1r.:! ><: E-t E-t t:l~ll<~ .E-tClE-tU r.:! < < 0:> Oul ~ t:l t:l UU OZr.:! r... " " d, ' \ " j " " ,f it'" , , " . . . /1... "/( 1,1 ..:)' )!\iOU47 EX AFP 112094_L ! COHttOHWUL III OF PENNSYlVANIA , DEP_RTNEN! Of REVENUE NOTICE OF INHERITANCE TAX .' lUAUU Of INDIVIUUU TAiES APPRAISENENT, ALLOWANCE OR DISALLDWANCE ~miS:~:~lpA I7lze'O'OI OF DEDUCTIONS AND ASSESSNENT OF TAX ~~Olr= ufis=' fr .-. ~ - . "--FILE NO. DATE OF DEATH 03"08-94 COUNTY (')(.,i / )/ ACN 101 DArr. 04"03-95 ~t94-0308- CUMBERLAND = NOTE. TO INIURE PROPER CREDIT TD YDUR ACCDUNT, SUINIT THE UPPER PORTION OF TItIS FDRN WITH YDUR TAX PAYNENT TO THE REGISTER OF WILLS. NAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TOI DAVID W MACLVOR FARMERS TRUST COMPANY PO BOX 220 CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 loount Ro.lttod.. ~., f " l, /1 r CUT ALOND THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....~ ; R '!V: Uti;" E jf "AFif" (i'F 94 Y" NOT i c r of" i"tiHE iii;: AiicE" TAx" 'iipiiiiiii S Elfi Ni'"; "Ai: i."OWAN"C E"~""""......"""".." DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX .'" ESTATE OF THOMPSON LOIS H FILE NO. 21 94-0308 ACN 101 DATE 04-03-95 If an a....sm.nt was i..u.d previously, lines 14, 15 and/or 16, 17 and 18 will reflect figure. that include the total of ~ return. as.e..ed to date. ASSESSMENT OF TAXI 15. A.ount of Llno 14 ot Spou.ol 16. AMount of Llno 14 tONoblo ot 17. AMount of Llno 14 tONoblo ot II. Prlnolpol TON Duo TAK RETURN WAS, C X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL 1. Rool E.toto ISehodulo AI III 2. Stoek. ond Bondo CSehodulo 5) 12) 5. Cloooly Hold Stoek/Portnor.hlp Intorut CSehodulo CI 15) 4, NortgDgo./Noto. Roeol.oblo ISeh.dulo 01 (4) 5. Co.h/Bonk Dopo.lto/NI.e. Por.onol Proporty ISehMdulo E) 151 6. Jointly ONnod Proporty ISehodulo FI 161 7, Tronolor. ISehodulo 01 171 I, Totol A..oto APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funorol ENpon.II/AdM. Co.lo/Hile, ENpon.1I ISehodulo HI (9) 10, DObb/Nortgogo L1oblllllIl/Llon. ISohodulo I I 110 I 11. Toto! Doduotlono 12, Not Voluo of TON Roturn 15. Chorlloblo/Govorn.ontol Boqulllo ISohodulo JI 14, Not Voluo of Eototo Subjoot to TON NOTE I rat. LlnooI/Clo.. A roto Collotorol/Clo.. D roto 115) 1161 (17) TAX CREDITS I PAYNENT DATE 06-07"94 12-02"94 RECEIPT NUNBER MM886146 MM913247 DISCOUNT Ctl INHREST C - I 1,578,95 ,00 I CHANGED"" .00 542.532.45 ,!!JL ,00 23,099.06 .QO .00 IB) 19,324.65 .O.Q. Ill) 1121 1151 1141 ,00. X ,00. 406,702.50 X .06. 67,957.99 X .15. 1151 ANOUNT PAID 30,000,00 3,016.90 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER D~TE INDICATED, SEE REVERSE FDR CALCULATlDII OF ADDITIDNAL INTEREST. (_OJ f-.! l":"-J 565,631.51 ]9.3?4 6~ 546,306.86 71.646.37 474,660.49 .00 24,402.15 10,193.70 34,595.85 34,595.85 .00 .00 .00 IF TDTAL DUE IS LESS THAN II, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU NAY BE DUE A REFUND. SEf REVERSE SIDE OF TNIS FORN FOR INSTRUCTIONS.) , ' '" ", I' ,.. .-,-, , , " ,II' ,i. " I_I: " " " RUERYATlOll' E.,.,.. 01 dIG_', d.l.. on or b.lor' Ooc_, II. 1912" II on. Iulure Inhr..' In '''' ..,.,. II "...Iorrod In po.....lon or InJorltnt to CII.. . (0011It,rt.) bln.flol.rl.. 0' thl deCldlnt .'t,r thl ,.plrltlon of anv ..tlt. for llf. Or for v..r., tht C~onw..lth h.flbv IMpr.,lly r...rve. the rilht to IPpr,I,. .nd '1"" tran,'.r Inhtrlt~. TI.I. It thl llwful CII.. . (colll',rll) r.t. on tnY"uOh future l"t.r..t. PlJRPOII: 01' NOTICE. To full!!! thl r.qulrIDnt. of Slotlon 114Q 0' thl Inhtrltanol end Elht, "I( Aot, Aot 22 0' 1991. 72 Pol! locUon 1140. PAYHEHTI DttlOh the top portion of thl, Hotle. end tub,lt with your Ply..nt to thl RIII.t,r 0' Will. prlnttd on tht1r,vlr.. .Ide. ..".... chock or IOn.. o,dor ....bl. tOI REOlBTER OF MILLS, ADENT All PlvHnh rlollvld _hili flr.t bt 'PPUtd to 3nv Intlr..t IiIhtch IllY bt due with tny r...lnder epplltd to thl tlM. REFUND CCA)! A r.fund of . t'M credit, lifhich 'I" not rlque.tld on the TIIC Rlturn, ..v b. rlqulltld bv eo~IIUng In "AppllolUOl'I ftfr 'R.fund of PIMUllJlnJI ll'lhtrltlne. Ifld Eltat. Tile" (REV-UU), ApPUoIUon, Irl .v.ll.blt .t thl Offlol of thl RI,I,ttr ,of NUh, 'nv of tht 2S Rtvtnw Dlltrlot Offlo.., or bV olUJn, thl 'PICIII '''-hour ,"IWlrln8 ..rvlel nuIlbtrt for fori I ordtrlnltl In Plnn,vlvlnll l-aOO-56'-2050, outlldl PIMIVlvtnl1 tnd wUhln 10011 Hlrrhbur, Irll (117) 7'7-'0''', TOOl (717) 77Z~Z25Z CH"rlnp IIPllrld Doly), OIJECTIONSI Anv p.rtv tn Inttrl't not Ittl.fl.d with thl .ppr.I....nt, tlloN.no. or dl..llowtno, of d.ductlon., or .I'.....nt of tllC (Inoludlng dl.oount or Int.r..t) .. .hown on thl. Hotlcl lU.t abjlct within .llCtv (60) dlv' ~f rlc.lpt of thl. NoU" bYt AOllI" IITRATlYE CORR(CTIOHSI Feetu.1 .rrcrl dl.cov.rtd on thl. ........nt .hould b. .ddr'I..d In wrltlnt tal PA Dlplrt,,"t of R'Vlnut, lur.eu of Indlvldull TIICII, ATTNI POlt A.......nt Rtvt.w Unit, D.pt. 2&0601, HlrrlDbur" PA 17IZ'~0601 Phont (717) 7'1~650S. SI. PIli 5 of the book lit "In.truetton, for Ir~rlt,"cft T'M R.turn for. A.lldent o.c.."t" (REV-1S01) for In IICpl",.Uon of ldatnlttrtUvlh corrlotlbl. ."rcrl. If tnV t.M due I. p.ld within thr., (J) etl.ndlr lonth. .ftlr thl d,cld,nt'l dllth, I flv. Plrc.nt (S~) dl'Gount of thl "M plld I. '1Iow.d. ...rl".n .'01.., '0 'h..A O..or'"", 01 R...nu., Boord 01 A.PIII., D..,. mOZl, Horrllbu,.. PA 17111.1011. O~' -.'I.ctlon to hlVI the ..tt.r d.ttreln.d .t .udlt of the Iceoont of the p.r.on'l r.pr...ntltlv., OR --"'1.1 to the Orphanl1 Court. OIICOlJNI' INTERUl I Int....lt It chlrcttd blGlMlng wUh Urtt dtV of d.Un~v, or ntne (9) wonth. and one (1) dlv fro. the d.t. of dtlth, to the d.t, of Plvltnt. ft.1I which blel.. dJiUnquent blfor. Janulrv 1, 1912 bI.r Int.r".t It thl retl of .1. (6Xl perc.nt p.r annul o.loulltld It I dIllY r.t. of .0001'4. All tl... which bee... dllJnquent on and .,tlr Janu.rv 1, 1"2 will b.lr lnt.r..t .t . rlt. whlc~ will vir V fro. ell.od.r V'lr to c.l.nd.r v..r with thlt r.tl tnnounctd bV thl PA D'Plrt.,nt of R,v'nu.. Th. IPplJoabl1 Int.r..t r.t.. for 198Z through 19'1 .r'l '!!!! Inttrllt Alt. D.Uv Int.rllt F.ctor :!!!r Int.r..t Alt, 0.11. Inttr..t F.otor 1912 m ,000541 1917 ,% .000241 1911 16l .000\31 1'".1991 11:< .000501 1.14 m ,000501 1991 ,% .000147 1915 III .000556 199Jol?'H 7% .000192 1'16 lOX ,00027\ 1995 9% .0001\7 uIntlrllt h e.teu1It.d II foUowlI IN1!RElT . IALANCEDF TAX UNPAID X NUNSER OF DAYS ~ELINqUENT X DAILY INTEREST FAOTO~ --Anv HoUe, tlluM ,'t.r the tllC btf)o_1 delinquent wUI refl.ct 1M Inttrut cllouliltlon to flftHn (II)' dlWI btwlnd thl dlt. of tht ......Mnt. If PIV.."t It lade Iftlr thl Int.rllt eOllpUt.Uon d.tl lhotm on thl Notic., addltlonll Intcrut IUlt bt o.leullted. ~ ~~B Ill~O :ta:.. U..Gl ~ t Ul t- III Z a: III a: Q o Z o ~ 3 -/Hi..1I INH~~i4~~(DJ RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS) t- ffi @ o III Q COMMONWEALtH or PE:NN9YLVANIA O(:rAAr~ENr Cf tltvtNU( otllT,2llOGOI H:'f'AlSDUfIO,flA 11128-0001 OEr.eOENI'S NAME IIA91, tlllst. ANlJ I,UUUl!: INIIlAlI Thompson, Lois H, DaCIAlSECUAllY NUMUffl 148-30-0448 1>Atl:or IlI:AlIl 3/8/94 UA f[ l)I' III1ITII 3/12/09 I FIl.E NUMDER I 21-94-0308 COUNT" COUI! '1lAI~ utcruliNT'S COMPltlE AUUftl:8U (~ NUMoun 511 A South West Street Carlisle. PA rl013 C"'" Cumberland I x.) 1 Original Reluln 2. Supple menial R,'urn J, Atlnolnd.. Return (for d.,.. prlorlo 12 -12- e2) 4. Llmlttd ellAle 4a, Fu!Urelnlerett Compromlle &. Fede,al Ellate Tax (lor dol.. of d..,h on.. 12 -12 ~ e2) Aelurn A.qulred I X I 6 Dooedonl dl.d Te"olo I x I 1. Oooodonl Molnlolned a Living Tru" 0 6, Tol.1 number olS.fe Depolll .(AUooh oopy 01 Will) (Allooh oopy 01 trull!. 00.'.... .,........, Al.L OORRESPONDENCE AND CONFIDENTIAl. TAX INFOAMATION .SHoULD BE DIRECTE.D TO : tlA.l,lt; COMfll[ f[ MMINO ADDRESS Farmers Trust Company Trust Department P,O, Box 220 Carllsls, PA 17013 0.00 5~2,532.45 000 0,00 23,099.06 20, lllino 111. greolOllhan Ilno 1 e, onlOllho dlll"on" on lino 20, Thl.lllho TAX DUE (20). . ,~,Q16.90 A EnIOllholnl'"'' on Iho bolo"oo duo on IIno 20A (20A) 0.00 B. EnlOlI"o'o'ol all,"" 20 and 20A on lin. 20B Thl.,.,ho BAl.ANCE DUE (206) .3&16,90, Moko Chook Poyoblo to: Aegl.t" 01 Wlllo, Agonl . . . .... . .... .. .. un. . .. . OF. SURE TO ANBWER ALL OUESTlONS ON REVERSE SIDE AND TORE.OUECK IiAT'H.u,~u- nu__u___ U,;'cli-ip,'ri.ilie,-o-f pe;jury, I declare thai I have f1lftmlnlld Ihll return, Including Accompanying Ichedullli and lial~me'nll:-aricflo'ihe-bell orrny knowledge .n(filifi.r- tl lllrue, oorroct and complete. t declare thai all fflftl !lllftle has been repolled at lrue mAlkel vatufI. OeolarAlltm of preparer oth'r lhan penonal ,epreoenlallvlll ~aled on ~1t In'ormnllon of whloh nteparflr has nny know!~doe. SIGNATURE OF PERSON RESPONSIBLE FOil FILING RETURN . gtt!'/}('/~41~~', .;~U;/,(U,V SIGNATUAE ~ P'REPARER OTHER THAt(REPRESE~ATlVE AODRESS David W. Maolvor, CFP l[lEPttOt1r;tM,lIlEFl 717-243-3212 z o ~ E ll. < o III a: 1. R..I E.'''o (Sohedulo A) (I) 2 Slack. and Bond. (Sohodulo BI (2) 3, Clouly Hold Stook/Porln",hlp InIOl..,(Sohodulo C) (J) 4, Mortgog.. end Nol" Ronolvoblo (Sohedulo D) (4) O. Cash, Bank Deposit. & Mlsoellal1eous Per&onal Property (5) (Schodulo E) 6. Jolnlly Ownod Properly (Sohedulo FI (6) 1. Trollll'" (Sohodulo G) (Schedulo L) (I) 8. Tolal Oroll Auell (lolalllnu 1 - n 9, FUlleral EllpenUI, AdmlnlstraUvfI COlli, Misoellaneous (Q). Expenul (Sohedule H) 10, OobU Morlgoge L1obil,iI.., L1.n.(Sohedulel) (10) 11 TOlol Ooduollon. (Iolollin.. ; & 10) 12, N., Value ofE,'olo(lIno 8 mlnuelinoll) 13. Charitable and Govern menIal Bequtllll (Sohedule J) 14. Nol Veluo SubJecllo T..(llno 12 mlnu. ilno 13) 19,324.65 0,00 0.00 0,00 16. Amount of line 14 taxable a 0% rale (Include values from Schedule K or Sohedule M) (Ie) 406,702.50 Z o 1= g .. :I o o S 16. Amount of line 14 laxable at15 % ralo (Include valuu from Schedule K or Sohedule MI 11, Pllnolpoll.. duo (Add I.. ~om ilno 15 and ham IIno 18) 1 e. Credltl Prior Paymonls Discount Interelt 30,00000 + 1,578,95 0,00 1;, IIlIno 181. groOlOllhon lino 11, onlor Iho dllleronee on lino 19, Thlel"he OVERPAYMENT II! I (Ie) 67,957.99 Ct Ilck hlllQ II 011 mil 'O( ullslm J n ,"funcl 0' youl nVrH lIIyrnl'nl ADORESS () f II t (e) u _,~__u_"_ 565!.6.~J.,!iL (II) (12) (13) (14) -- -~- -,,--,,!~!~.g,~~~. .,______...___E.~.6.,306~ . ..mn,_n.__,,1l,~46:3.7. ____ ,_,____~?~,!l.6.~, ~~. X ,06. 24,402,15 .... .. 'U~ __nn _ J,Q..!!l3..]Q (II) .... ...u.__.____._3_4,S.QS,/,lS_ X ,Ie. (18) (lg) m~L?7.8",~. Doto i'll)tl Dale Lois H. Thompson Estate Continuation Schedule B CUSIP Shares/Par Security Name Investments 1. 670632868 50,00 NUVEEN TIE BD \lD 22M 1,070.00 2, 670907807 50.00 NUVEEN SER 1.'1'-224 892,50 3. 626200869 5.00 MUN liD TR !'OM SEll 2 773.55 4. 458083722 5,00 INS MUNI 'I'll SEll M6 1,550,30 5. 025537101 898.00 AMEll EI HTlllC I'Wll co 30t307,50 I 6, Ex- Divldcnd 2/4fJ4, Itcm ~ 538.80 7, 030177109 1,600.00 82,000.00 , AMER TEL & TEL CO I 8, 0309541 01 400.00 AMERITECII 16,450.00 I 9. 077853100 300.00 BELl. ATLANTIC COllI' 16,125.00 \ 10. 079860102 300.00 llIi1.1.S0U'1lI CORP 16,650.00 11. 174619106 500.00 CITIZENS FmST BANCI' 4tOOO.00 12. 260543103 909,00 DOW CHEMICAL COllI' 59,425.00 13. 302290101 628.00 EXXON COll!'ORATION 41t134.00 14. Ex- Divldcnd 2fJi94, ItcmlJ 452,16 15, 369604103 800.00 OENERAI. EIHTllICCO 84,150,00 16. 460146103 200,00 IN'I1.I'AI'Ell COMPANY 14t662.50 17, Ex- Dividcnd 2MfJ4.ItI'mI6 84.00 , 18. 670768100 400.00 NYNEX COlli' 14,925,00 I I 19. 694890104 300.00 !'ACIFIC TELESIS CiIll' 16,425.00 I 20. 816300107 1,002.00 SEI.ECI'IVE INS GROUP 28,932,75 21. 845333103 400.00 SOUTl IWESTERN BELL 15,700.00 22, 880370101 311,00 TENNECO INC 17,882.50 23. Ex- Dividcnd 2f22fJ4, Itcm22 124.40 24. 912889102 300.00 US WEST INC 12t281,25 25, 913190104 1,078,00 UNITED WATER RES INC 15t159.38 26, 912827G30 50,000,00 US TREAS ~.~()% 7-97 50t078.13 , 27. Intcrcst tll DOD, Itcm26 271,23 \ 28. 577514102 100.00 Muunlll.llu Mucudumiul.!' 487.50 11 ._ .~_h""__' Totals $542,532.45 ~ I. I . HtIN'TAHClIT,uPll1'VfW SCHEDULE E 1 CASH, BANK DEPOSITS AND MISCELLAN EOUS ===..~~~=~,==="~==,=o"o=,~,,,=_=-~,=,,~E_B.s..qJ'~A~, P~qPI;-RJ'("=~'='='=7"__ .. PIN" Print orTYI!!. EBTATE OF FILE NUMBER Lois H. Thompson 21-94-0308 CCMlCfMtALTliCJll'NNNlYWAIrM "IICINT~CI~NT IMi prop.rty i~liiiiy-o~ri!~:!!!I'-Th. ~Iifirot f!.~oo~~~~jim~irij!jif~oi~i'{~n ii~j,i~!tl~ET==::::::---- ITEM OEBORIPTION NUM8~ ____________m___~__..___ __________m' __ _________..,___ VALUE AT DATE OF DEATH 1. Prlnolpal Cash, Lois H, Thompson Trust Undsr Agreement 2. Inoome Cash, Lois H. Thompson Trust Under Agreement 3, Churoh of Clod Home, refund . 18,191.75 3,604,56 1,302.75 "I' , :' "t " " ';, , ." " '.. " P, 'I " ., ' ,'.I , , , ", , . , , , I " 0\ 'I '., j'I' " ", , '" ", , " .'1, , , " " " '.. " " " " " , " ,. "",i , " ,,' , '" " I' ,. " "," -_.0.- ,_!.O.I!U.I.o ',n!" on IIn. 4, 1t..pllul.lIonl (" mort .p..ol; nudod, In..~ .ddlllono,.hoo" of um. .Iltl , " . 23.0?9,06 --~ I&$t Will aub ~c$tCtmtnt I, LOIS fl. THOMPSON. a resident of Church of God Home, Carlisle, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ARTICLE I: I direct that all Iny just debts. my funeral expenses, expenses of my last illness and the costs of administering my estate be paid as soon as practicable after my death. In, the event that any property or interest in property passing under this Will or by operation of law or otherwise by reason of my death (other than as a part of my residuary estate) sha 11 be encumbered by a mortgage or alien or sha 11 be pledged to secure any obligation (whether the property or interest i~ property so encumbered or pledged shall be owned by me jointly or individually), it is my intention that such indebtedness shall not be charged to or paid from my estate, but that the devisee, legatee, joint owner taking by survivorship, tenant by the entirety or beneficiary receiving such property or interest in prollerty shall take it subject to all encumbrances existing at the time of my death. ARTICLE t. All of my clothing, jewelry, household goods. personal effects. automobiles and all other tangible personal property owned by me at the time of my death, other than money, evidences of indebtedness, documents 01 tille, securil ies and prollerty used in trade or business, I bequeath tu my husband, Wes ley R. Thompson, if no survives me by as much d~ thirty (:10) days. In the event that my said husband does not survive me by as much as thirty (30) days, I bequeath said tangible personal property in accordance with a written statement or list disposing of such items which I intend to sign and place in the envelope with this Will. ARTICLE 11 I give and bequeath the sum of Twenty Thousand Dollars ($20,000.00) to my son, Daniel R. Thompson, 1627 S. 51ST street, Tampa, Florida 33619, if he shall survive me. If he has predeceased me then this specific bequest will cease and this sum will be part of my residuary estate. ARTICLE ~ I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to my brother, Kenneth W. Horsman, L indburgh Road, Box 469, Ringoes, New Jersey OB551, if he shall survive me, and if not, then to his wife, Helen D. Horsman, if she ShHll survive me. If she has predeceased me, this specific bequest will cease and this sum will be part of my residuary estate. ARTICLE 5: I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to my brother, Quentin L. Horsman, 420B Elmwood Avenue, Erie, Pennsylvania 16509, if he shall survive me. If he has predeceased me then this specific bequest will cease and this sum will be part of my residuary estate. ART! CLE &J. I 9i ve and bequeath the sum of Five Thou sand Dollars ($5,000.00) to my sister, Weltha II. Roberts, Apt. 154, Crosslands, Kennett Square, Pennsylvania 19348, jf she shall survive me. If she has predeceased me, then this specific bequest w111 cease and this sum wfll be part of my residuary es tate. ARTICLE 7: give and bequeath the sum of Five Thousand Dollars ($5.000,00) to my nephew. Craig 11. Horsman. 415 Sara Lane, Monroe, North Carolina 28110, if he shall survive me. If he has predeceased me, then this specific bequest will cease and this su~ will be part of my residuary estate. ARTlCLE.!!J. give and bequeath the sum of One Thousand Dollars ($1,000,00) to my friend, Martha Whitehead, 8137 Blue Heron Drive East, Apt. 210, Wilmington, North Carolina 28405, if she shall survive me. If she has predeceased me, then this specific bequest will cease and this sum will be part of my residuary estate, ARTICLE 9: 1 give and bequeath the sum of One Thousnnd Dollars ($1.000.00) to my niece's husband. Douglas Rosbach. 26 Bel Air O,'ive, Ofllsburg. Pennsylvania 17019, if he shall survive me, ARTICLE 10: All the rest, residue and remainder of my estate of every nature and wherever situate I give, devise and bequeath to the Revocable L lving Trust with Farmers Trust Company of Carlisle, Cumberland County, Pennsylvania, dilted May 26th. 1992, to ue added to the pr'operty held in frust by said bank, This will be held and <ldminisLered in <lccordanct! with the terms of said Trust I\greement as now constituted ilncl <IS from Lime to SECONQ: DlaposJtlvc ProvlaloDJ After Death: Upon my death, the Trustee shall puy over to the executor of the Settlor's estate such amounts from time to time as the executor or administrator shall certify to the Trustee as heing required to puy the dehts and funeml expenses of the Settlor, the expenses of administering the Settlor's estnte and llny pecuniary bequests contained In the Settlor's Willi provided, however, that such paymcnt shall he Illade exclusively out of funds or propcrty or thc procecds t1wcof which llrc included In thc Settlor's gross cstate for fedcml estate tax purposes. All the rest residue and remainder of the trust property shull be administered as follows: A If the Settlor's husband, WESLEY R. THOMPSON, survlvcs her, the Trustee shall pay to or apply for the benefit of the settlor's said husband during his lifetime all the net income ~rom the Trust at ICllst quarterly or more frequent installments, B. Upon thc death of the Scttlor's husband, or If he docs not survive Settlor, the Trustee shall pay to Scttlor's nicce, VIRGINIA T. JACOB, the sum of $500,00 monthly, Said amount to continue during the lifetime of VIRGINIA T. JACOB. All the remaining net income the Trustee shall pay to or apply for the benefit of the Settior's son, DANIEL R. THOMPSON, It is the express desire of the Settlor that adequate medical insurance be provided for Settlor's son, DANIELR. THOMPSON. Trustee is authorized to specifically secure and continue to provide medical insumncc for said son. C. Upon the dcath of Scttlor's son, DANIEL R. THOMPSON, or should Settlor's son predecease Settlor's niece VIRGINIA T. JACOB, the Trustee shull pay to Settlor's niece the sum of SI,OOO.OO monthly during her lifetime. D. Upon the death of the survivor of Settlor's son, DANIEL R. THOMPSON and Settlor's niece VIRGINIA T, JAroB, thc Trustee shall pay whatever principal and income shall relllain to BROWN UNIVERsITY, Providence Rhodc Island, to hc inv(~stcd al thc direction of the Board of Trustecs of the University, and thc nct incollle therefrom to he cmployed lilT the purpose of establishing and maintaining lit BROWN UNIVERSITY a scholarship fund I I r for needy students of high scholastic standing. This fund shall he known liS the ''WESLEY R. TIiOMPSON AND LOIS It TIiOMPSON SCHOLARSHIP FUND". THIRQ: Rlght to Revoke and Amend: I reserve the right to revoke or amend this Trust, in whole or in part, at any time and from time to time hy an Instrument in writing, delivered to the Trustee and intended to take effect during my lifetime, except that the duties, powers and Iillhilitles of the Trustee shall not he changed without its written consent. The Trustee reserves the right, at any time upon thirty (30) days advance written notice to Settlor, to resign the Trust and deliver the Trust Estate to me, after deducting therefrom its fees and any expenses then due and payahle. .FOURTH: Additions to Trust: Suhject to the app.roval of the Trustee, I may add property, real and personal, to the principal of this Trust, hy deed, Will or otherwise. FIFfIi: Trustee's Powers: In addition to the powers granted by law, the Trustee shall have the following discretionary powers, applicahle to principal and income, which shall be exercisable without leave of court and shall he effective until distribution is actually made: A. To accept and retain any or all property, including stock or other securities of the Trustee or of a holding company controlling the Trustee; B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks, bonds, options, and participations in common trust funds and money market funds); without being confined to investments prescribed by statute and without being required to diversify: C. To huy investments at a premium 01' discount; D. To hold property unregistered or in the name of nominee. E. To give proxies, both ministerialnnd discretionary; F. To compromise claims; G. To join in allY merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders, and to delegnte discretionary duties with respect thereto: H. To borrow 11'"11 i' arlllers Trust COlllpany or from others, and to pledge real or personal property as security therc.forj to loan cash or securities upon such terms and conditions as Trustees deem approprlatej 1. To sell at public or private sale for cash or credit or partly for each, to exchange, to illlprove, or to lease for any period of time, any real or personal propertyj and to give options for sllles, exchanges, or leases; J. To allocate any property received or charge incurred to principal or Income or partly to each, without being obliged to apply the usual rules of trust accounting; K. To distribute in cash or in kind or partly in eachj L. To retain any part of or all of my business interest held in this Trust as long as the Trustee considers it advisable to do so; and to conduct, alone or with others, any such business in which I .am engaged, with all the powers of an owner or with respect thereto, including the power to delegate discretionary duties to others and to pay adequate compensation to any such personj to iavest other property in such business, and to incorporate it to change its form. SIXTH: Compel1Slltion: The Trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of its services, and this compensation shall be paid from prinr.ipal or income or partly from each in the sole discretion of the Trustee. SEVENTH: Non-Assignment: The principal and income of this trust shall be free from anticipation, assignment, pledge or ohligation of Settlor and shall not bc subject to any execution or attachment or to voluntary or involuntary alienation. EIGHTH: Law Governing Trust: This Trust Is created and accepted in the Commonwealth of Pennsylvania and shall in all respects be governed by its laws and shall have its situs at CUlllherlalld ( "'lI!1IY, Pennsylvania.