HomeMy WebLinkAbout95-00786
Eslal/' Ilf ~~JII------1
aim kf/rlll'II as
PETITION FOR I)RODA TE and GRANT 0.' LETTERS
TILol!1P)~14o, ~, -q 5-- 7f?1.c
To:
Register of Wills for Ihc
, [)c,,('asctl, COIIlllyof r:VlIIR#1:VH/lNDin the
Sorlal Sct'Urll)'}NIl. .lb.J - 32. - ""'1J Conllllonwealth of Pennsylvania
The pelltlon of Ihe undersigned respeelflllly represenls thul:
Your pelllloner(s), whols/nre 18 yeurs of IIge or older un Ihe execul. ~ ' X
In the last will of the ubol'e decedelll, daled ..--:J.uj\J~ 5' I fi 11"0
and codlcll(s) dnled -AIM/I". '
named
,19_
('UHe f\'I\'\'01I1l dn:lIl1l\lnncci. r.lI. H'tltllu:lallnn. tJcalh uf (\ccUlor, cle.'
Oecendelll wus domlcllcd AI deuth In C l)II/ '~f j) counl~ennsYlvania, with
II 1<; IlIsl fum~ or principal resldenecJ11 ~ '7/91 ,Ro.uJ0r.N
"'fi'lIP I U ,~J'l nOI/
, ,
(Ii"1 \IU'(I. lIumber 11111.1 ll1undrnlil)')
Occen~~nl,then ~1 yenrs of "r' died 10 L ,19 q~ ,
at_J:L~1:lE-:t I {;OlclI'L B/V7f!/Z 1{~I'<;HI,yl pIJ. ,
Except as I'ollows, decedcnl did not marry, was nOI\livorced und did notllave a child born or adopted
afler exccllllon of Ihe will offered for probute; WIIS nOllhe VIClil1l of a killing and was never adjudicated
hlCOl1ll'elelll :
Decendent nI deUlh owned properlY with esllmuled valoes as follows:
(If domlcllcd In Pu,) All personnl properlY
(If not domiciled In Pa.) Personal properlY In Pennsylvnnla
(II' nol domiciled in Pa,) Pcrsonlll properlY in Coul1lY
Vallie 01' reul eslAle in Pennsl'lvanln
sllunled us follows: C... 6 E..:! I-
'1lF
&10 ooD. 00
,
WJ!c;T
s
s
s
s
.
WHEREFORE, pelllloner(,) respeclfully requesl(s) Ihe probllle of Ihe lasl will and codlcll(s)
presellled herewhh und the gram of lellers_-1:E:".m"I'':,'" An (
, 1I1'\IIlI11Cl1lnr)'; I1dminl\mulnn c,l.n.; ndmlnlmatlon d,h.n.c.I.D.}
Iheron,
-
, ~
};
i z ~Cb-.d;::_ 7'==
c.:~ -
~.g
.'-
7~
l;_
so
2
~
Iii
OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEAl.TH 0... PENNSYl.VANIA } l:lS
COUNTY 0... ~11\ l:.a W!I\)U
,
The pelhlonerls) ubol'e'IUuued swellr(s) or uffirm(s) Ihllllhe Slutemellls In the foregoing petition are
Irlle and correello the hc" ul' Ihe knll\vledge und belief of pelllloner(s) und thut as personal represcn.
ullil'el') 01' Ihe uhol'e decedent pelhioner(s) 11'111 well "n~ truly Ud~51er Ihe estule according 10 law,
S, worn" In or, affirmed ~~tH 5l11"crlbed ~. C7'__~.k-.fl''-'-p""", \'l
~fur~ n~~~l'~ , /'9 of , '1 . (/ l'
15- (P02.~ ~ARY C. LEWI Rl'!:i,,,a ~ ~
N 21 - 95 - 786
o.
Estate of
WILLIAM A THOMPSON
I Deceased
DECREE OF PROBATE AND GRANT 01<' LETTERS
AND NOW OCTOBER 20. 19~. In consideration of lhe petition on
the reverse side hcrcof. sallsfnclory proof having been presenled before me,
IT IS DECREED Ihal the Inslrument(s) dated JUNE 5. 1980
described therein he admllled 10 probate and nIed of rccord as thc lasl will of
WILLIAM A THOMPSON
and Lellers TESTAMENTARY
are hereby granted 10 ANITA THOMPSON
7/fra!IL,. <"./J};n00 f).~
Re.bler or/Willi ~
MARY C. LEWIS
FEES
Probale, Lellers, EIC, ,"""" $
Short Cerllncates(5) ,..'""" $
RewlOclation ".'".."",.., $
x-~ages
JCP $
TOTAL _ $
Flied "'" ,~~T~,~~~. ?.o..,,) ~,~~.,',.,. .,.
115.00
15.00
AQ7HulIJ..
/11. FF.. LD
b.UU
14~:88
ATTORNEY (Sup, CI, I,D. No.)
[309 BlR.I1)~'p ST.
ADDRESS
7/7-170- 021/2-
PHONE
/PeA C~/l18I'<I
'tf, )70"0 .I.'lr.
'0 j)
. ID1 0'1/72
~ ~b..:J.,- Ju- ~ 1/./2-9C. ~ /,;}(), ~
(') C'J :0
5 (f" ~ -ry '"
''I !'.)
, ,
C"'I ,
i.~ .I
-<
r ~ , "
o:I
:;',.-4 . , ii'
CJ ~-1-
'il 5~ " S,
)> ..... 1'...1
a,
Mailed letters and order to attorney on 10-20-95.
"
-,','
,
'.F
.. --
- ... . . .
: -"- ,~.
'-,0:;'
"
CLECKNER a flAREN
AnOJllllSYI AT UW
HU.".UIlO. n""ITLVAH'A
LAST WILL AND TESTAMENT
OF
WILLIAM A. THOMPSON
I, WILLIAM A. THOMPSON, of 412 North 21st Street,
Camp Hill, Cumberland County, Pennsylvania, being of sound
mind, memory and understanding, do hereby make, publish and
declare this to be my Last Will and Testament, hereby
revoking any and all Wills by my at any time heretofore made.
ITEM I - I hereby direct my hereinafter named Executrix
to pay all my just debts, funeral expenses, estate and
inheritance taxes as soon after my death as may be found con-
venient.
ITEM II - I give, devise and bequeath my interest in
real estate which I own in common with my sister situate in
Washington Township, Westmoreland County, to my son, Mark
Thompson.
ITEM III - All the rest, residue and remainder of my
estate, whether real, personal or mixed, of whatsoever char-
acter and wheresoever siutate, I give to my wife, Anita
Thompson, provided she survives me by sixty (60) days and
in case she does not so survive me or is not living at the
time of my decease then I give all the rest, residue and
remainder of my estate to my son, Mark Thompson.
ITEM IV - I nominate, constitute and appoint my wife,
Anita Thompson to be Executrix of this my Last Will and
Testament and if she should predecease me or be unable or
unwilling to serve then I nominate, constitute and appoint
my sister, Linda Jean Thompson, as Executrix.
IN IUTNESS WHEREOF, I have hereunto set my hand and
seal this ..-r-lX.-day of
9.;....L.-~-~
1/
, 1980.
EAL)
Signed, published and declared by the said Testator,
WILLIAM A. THOMPSON, to be his Last will and Testament, in
our presence, who at his request, in his presence and in the
presence of each other, we believing him to be of sound and
disposing mind, memory and understanding, have hereunto sub-
scribed our names as witnesses.
'-f3l~<-;'<- cX:"pv>./
of <<I ::"
?f: .
:- -,--~.l....J
(l.-J,
InC"'L.,,,)-<..j.{(.~ ..j~, I 'IllS 3
I I
lv!v?/I(/ d. ~dv-
/
of r~, r./I ".;; .I.' . " t:>/I
/\ L!.. /iu y ,0'<' Ir u
,
P.:::t.r7{'l,a..a,r?'p'7, Jl<, 17(J,) ()
CLECKNER . FlA..EN
"nOIlMUI AT UW
"".IUII"", PlHHIYLYAIIIA
,
.~
COMMONI'lEALTII OF PENNSYLV/\N I/\
COUN'ry OF ..:.9 IL.."I"-~.:..-'
55
\'le, I'lILLIAM /\.
'r /\ q;~i....,tzv
", ..........~ {,r,
~.. -
respectively, whose
THOMPSON, ....d' -L~. I..... :;{r-/,,-'-"'" and
, the Testator and the witnesses,
names are signed to the attached or fore-
going instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testator signed and
,
executed the instrument to be his free and voluntary act for
the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testator, signed the \'lill
as witnesses and that to the best of their knowledge the
Testator was at that time eighteen years of age or older, of
sound mind and under no constraint or undue
U.
A. Thompson
'}
C;!:,-jO---
(/.j{, ...J,,-.
\ h/'7/?;/ {J, ,y;,,//!p~
CLICKNER. flAREN
AnOIMU''''UW
""..IIIU... PI""ITLVAIlI4
subscribed, sworn to and acknowledge before me by \'lILLIAM
A. THOMPSON, the Testator, and subscribed and sworn to before
me by / ,J!....-,~~..h..- ~ "'1'-'-'-' and 9.-L-' <-<....r t:i , ~.':CL:........
0-T.L a
wi tnesses, this day of ,j1_.............-.... , 1980.
,,(.,/_...... t. '.. . ;:i )5,-1.." /:. /h"...)
~, Notary Public '
My Commission Expires: b.to,'", /', 19,{-.),
',',-
",:
, " ~. .
\0
15 ,\"I ~..t
_ .<{) "c.., ,;JO.
:< t.'; 1'-' , '- ~
,~ 1 t~j
'.,.'
. " -:),{)
i ~':- \",-' ,CO
'(.'- .- , L"'C..
, ~, .:; 0- r:
" G-.~-ii--- ~ ~ '~
;~)-
-(.fW' ~ o,~ ' .
"'0.:
0::, ,~ ,,'
:
'. "
" . "
~
tIl
~
'~ r:i
.
I'l:
~
to<
o-:l
o-:l
to<
~
"
-.
i
-\'
." ~ '
'.
o
, I<'fi is
.s 0: Ii
~i:i ~'~
ClI'" VI
~o~o
, z Ul ~
. 0( ~ u
E-<o: z ~
ClI W It %
aZ 0 ~
0:':: l: 0
"'u,< z
ClIW
1")-1
U
~
z
~
;>
~
z
Z
10I
a.
c;
It
;,
m
;; ~
It
0(
1:
;:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedentl
WILLIAM A. THOMPSON
Date of Deathl OCTOBER 3. 1995
Will No. 2195-0786 Admin. No. 1995-00786
To the Registerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on'or mailed to
the following beneficiaries of the above-captioned estate on
Nnv. 2R. lqql) I
~
Address
MARK THOMPSON
111 Hp-nerAnn Rond. Rup-nn ViRtA. PA. 1I)nlA-QI)~~
ANITA THOMPSON
412 NORTH 21ST ST. CAMP HILL. PA 17011
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
\U
J:}. \ I1A I/Q-'x-;
Signature" ~/
Name ARTHUR M. FELD. ESQ.
Address 1309 BRIDGE ST.
Datel
ltt~/ItS-
0,
('oJ
(E1.i-
tn
1-"
NEW CUMBERLAND, PA 17070
Telephone (717) 770-0292
--
t:1
,:is
CapacitYl
Personal Representative
x Counsel for personal
representative
LAW OFFICES
ARTHUR M. FELD
1309 BRIDGE STREET SUITE 6
NEW CUMBERLAND, PENNSV~V^NI^ 17070,1172
717.770.Q292
FAX (717) 770.Q389
July 1, 1996
Cumberland County Courthouse
Office of Register of Wills
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of William A. Thompson
File No, OB22-95
To Whom it May Concern:
Enclosed herewith is an original and one copy of the tax return
in the above captioned matter. Also, enclosed please find two
checks for the filing fee and the taxes due.
Thank you for your assistance in handling this matter.
Very truly yours,
o:::~u::. ~~fi -~
AMF/bjs
enc.
+ +
20. If lIn. 1911 or.o'" than Un, 18, .nllt the dIKer.nc. on lIn. 20. Thllls th. OVERPAYMENT.
gO
21. If lIn. 1811 gr.at., than lint 19, .nl., th. diff.r.nu on lIn. 21. This h ,h. TAX DUE.
A. Enl" th. Int.r'I' on ,h. balonc. due on lint 21 A.
B. En'.. ,h. '0'01 01 L1n. 21 ond 21A on L1n. 21B. Thl.,.,he BALANCE DUE,
Make Ch.ck Payabl. tOI Algi..., of Willi, Ag.nt
; :':', ~~ "SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -c-c
Und.r Plnahl.. of perlury, I d.dor. that I hay. .lI.omln.d thl, r.turn, Including accompon~lng schedul.. and .totlm.ntl, and 10 the b.., 0' my ~nowl.dg. and b.lI.f,
'bolls tru., corr.d and compl.I.. I d.c1or. thol 011 r.o1 "tal. hos b..n ,'port.er ollru' mark.t value. D.claratlon of pr.porlr other than the plnanol r.pr...nlotlv. I,
led on allln'ormallon 0' which "por., hOI on ~nowl.dg..
llONAfUU 0' 'IUOH .U'ON'ltll .01 'lUNG .nu ADDIIU DAn
--..... a.,.,.i-.."'"
.IOH ,u.~t=.u OtH~1 '~A
ItlY.'.lh 17.'4'
~
!;1S;
01_
im
fl~
1(;
:L
t..~ -c.
'OIDATISO'DIATIIAnII12'~1I91 CHICK Hili
.. A SPOUSAL
POYII" CIIDIT IS CLAIMID 0
PILI NUM..I 70./-
Z, _ "}5 - c. IV
COUNty CODE
.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
YEAR
NUMBER
!
~
..
COMMONW,"'UH o. 'lNNnIV...NI'"
OE,...1t MIH' 0' 1t1VENUE
DEn. 21060
H.....'..U.O.,... t1 ,..0601
C H' HAM I'A . I . AND MIODL INI IAII
I 5.1,1.1
&eeIA'. UIIIY NUMUIt
1.-'32,-6
I. A"U(AIIIIIUIWIWIHO aPOUuI "'A"'I ItAII. 11"1 A"O "'100\1 INl1 "'1
011 sON 1J,v , r~ ]) ,
~ 1. Original blurn 0 2. Suppl.m.ntal R.lurn
o A. lImU.d Ealal. 0 AD. Fulur. Inl.r"1 Compramil.
110. dol.. 01 d.o,h oh.. 12,12.821
JB 6. O.c.d.nt DI.d Te.tat. 0 7. DIC.d.nt Malntaln.d a living Truat
(A"och copy 01 Will) (Altoch copy of T .u.'1
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
AM OM'UIl MAIUNO ADoun
f $r.iJ . r~ oq )121 j)(pE
/V/iLV e\)lIla~~
/I f.p /=,00 d) D
I 7070
o 3. R.malnd.r R.turn
(for dot.. of d.oth prior to 12-13.821
O.s. hdttol Eatat. To. R.turn R.quir.d
1.. B. Total Numb.r of Safe O'polil BOUI
CI N "COM 1 IADOl
LJrZ., ,1,', 2.1 <;7 ":;,TI2EPT
Ollll'? HI/.{., 1'1'/ J101/
Co,", c. \Jlltvllte L~f"I/)
AMOUN111ClIVtD IUIIN$fIUClION.,
57-
Ulrl'J
,
141 '
o~~'Z-
PI9
Ill' ONI HUMin
170 -
(1)
(21
(31
(A)
IS)
'1 <)00, at')
,
~
!
..
I. R.ol E"o'. (schedul. A)
2. s'oc" ond Bond. (Sch.dul. BI
3. OOllly H.ld StocklPottn.nhlp Int.r..' (Sch.dul. C)
A. Mattgog.. and Not.. R.celvabl. (Sch.dula 0)
5. COlht Banlc O.pen!'. & Mlaullanloul Penonol Property
Iscn.dul. E)
6. Jolndy Own.d Prop.rty (Schedul. F)
1. T.ansl."ISchedul. G)ISch.dul. I)
B. Tolal Gron Au." (Iotallln.. ,.7)
9. Fun.ral bp."a.., Admlnlatrotl"'l Coa". MlIcellon.oua
bp.n.., (Sch.dul. HI
10. D.b.., Mortgog. 1I0bJlld.., 1I.n. ISch.dul. I)
11. To'ol D.du"'on. (to'ollln., 9 & 10)
12. N.I Value of Eltat. (lIn. 8 mlnu. Un. 11)
13. Charllobl. and Governm.nlal B.qu"'1 (Schedule J)
lA. N.t Valu. Sub .et to To. (lIn. 12 mlnua L1n. 13
15. Spoulol Tronaf.n (for dot.. of death oft.r 6.30.9.4)
S.. Inltruttlen. for Af,plicablt Perc.nlag. on R.ver..
Sid.. (Includ. valu.. 10m Sch.dul. K or Sch.dul. M.)
16. Amount of lIn. 1.( la"obl. 01 6% ral.
(Indud. ...alu.. from Sch.dul. K or 5ch.dul. M.I
11. Amount of L1n. 14 to.obl. 01 15% rol.
(Includ. valull 'rom Sch.dull K or Sch.dul. M.)
lB. Prl"cipollo. due (Add to. from lIn.. 15, 16 and 17.1
19. Cr.dlh SPOUlaJ Povltty Cr,dlt Prior Poym.nt.
1191
(201
o
o
/2,/S,'2-1
52, D'S, '1S'
(6)
( 11
{ '7,(' D 00 ' D 0
?v,
181
191
(10)
-" LI I Ms-, {/}
,
Ill)
1121
(131
(IAI
s-.;
...2..
o
/1,92.
K .06.
K .15 .
'"
~
f
.
fl
S
(18)
Clu.'(lo. IWH' if you nr~ It.'quc'lotinC).n f(.fund of your ovcll,nyment.
(21)
121A)
121BI
''1.92-
, 707-'
Act '48 of 1994 provide. for the reduction of the tax rate. Impo.ed on the net value of trander. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will bel
e 3% (.03) will be applicable for o.tate. of decedent. dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.tate. of decedent. dying on or after 1/1/97 and before 1/1/98
. Spou.al trander. occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a Iransfer and:
a. retain the use or income of the property transferred, .......................................................
Y....
i-
b, retain the rlghllo designate wha shall use Ihe properly Iransferred or lIs Income, ...............
c. retain a reversIonary (nterelt; or ...................................................................................
)(
d, receive Ihe pramlse far life of either paymenls, beneflls ar care' ......................................,
2, If death occurred on or before December 12, 1982, did decedent within two years preceding
death Iransfer properly wlthoul receiving adequate conslderatlon' If death occurred after
December 12, 1982, did decedenttrons'er properly wllhln one year of death wlthoul receiving
adequate consideration' ............................,......................................................................
J(
ll..
3. Old decedent own an 'In Irust for' bank accaunl al his ar her dealh'.....................,................
x.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
11'#'10911.111....
'*
COMMONWfAlfH O' PfNNIYLVANIA
INHIAI1ANCI 'fAX U'fUItN
AIIIOIN'f DICIOIN'
SCHEDULE F
JOINTLY-OWNED PROPERTY
ISTATI OF
V ILL//Jm
Fill NUMBER
"'2..1'" 'i''j' 78ft,
Joln".non'l')'
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
'D.. TH;;'III(>OW 412. ,1), '215(' sr,
01",;J )./1 iL, /'-1
A tJ,I")
(..tJ( Fe
B,
C.
"
Jolntly-own.d property.
ITEM LmER DATE DOLLAR VALUE OF
POR TOTAL VALUE DECO'S
NUMBil JOINT MADE DESCRIPTION OF PROPERTY OF ASSET '"'INT. DECEDENT'S INTEREST
nNANT JOINT
1. VA 1.2./ <l~\S A CCOvtV,S ~'IIJ,,-i)
, 0
j,'>ITI-/ l..J / PeL-
-P'5~c.u.
FN~I/I"ll. ""(F-UST
I. (2.0l...'i... J'1r.!ICE~
C;\(l~N(i, F t'l\J-"s
I (2.(3. lJ...c{
Q v\CJ~.- 'J
,
19B~ lio/I)'j)~
Cop//:.':. AT7llCIl.eJ)
TOTAL (AI.a .nl., on IIn. 6, Recapl'ula'lan) 5 0
(II more spoc. Is n..d.d Ins.rt ode/iUonol sh..,s of lame lin)
--"."---~._~'--,_....."-_..-
-' .~ ...... .-.
J(lY.lS10 [... 12.111 J
* SCHEDULE G
tOMMONWIA"H o. PlNNSYlVAH,A TRANSFERS
INH:::r:I'I.~I.'M:,'J\"N PLEA5!~INT OR TYPE
EStATEOi'-===--~---'-~~~-'-'~=~=~~-----~-~FILE NUMBiii -~-~~~==
I.P (L-LIA ;1l p. '/H,),It 9'>O~V 2./- 'l~ - 7 (?(P
THIS SCHEDULE MUST BE COMPLnED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON TH~ REVIRSI SIDI OFTHI COVIR SHin IS YIS,
I!EM DESCRIPTION OF PROPERTY TOTAL VALUE DECD. DOLLAR VALUE
EXCLUSION I~T Of DECEDENT'S
NUMBER Includ. name 01 'h. 'fOnt/.,.., 'heir NIofKtn,hip'a deted.n', dor. of'ranll." Of ASSET INTEREST
I W, L.l.//1 /It A . tllC)/lI 1'5 ()IV - I;.!.,A
;\l"l"()\)IVI - GtIJI C. ~ :; }3::.1LJ.-Y
PO\) ..p Nil! I r~ 'J), iH\)II/j'S,:W /11 :!B-3, I~ 0
/ DO'7o
\,-\)IF~
,
\
TOTAL to4llo .nler on IIn. 7. Recopltulollon} S U
(If more .pac./1 "..dHl, in.." orJrJi'ionoJ ,h.." 01 10m. ,I,..,
II....UIIII+17.4111
-!~
COMMONW!ALTH OF P!NNSYLVANIA
INHUIfANCE TAX UTURN
.E"IOfNT OECfOfNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Prlnl or T p.
FILE NUMBER
'2 ( - Cj 5 - 78-b
ESTATE OF
W / LLltJ Ilf
ITEM
NUMBER
B.
4,
C.
1,
2,
3,
4.
5,
6,
7,
0,
7f.!utll r 50,v
DESCRIPTION
AMOUNT
A, Fun.ral Exp.n,."
1,
'lJ L/,Q]7, 0,)
N)!IL.
~cJttJ4zA (.. 1-1" "Ii
"2.,
j2..v$,tV I ~ t!ftTI42,Jt1)G:. - ttJl1/cJ;;
4b Go. '/0
1,
, Admlnl,'ra'lv. Ca.'"
Personol Representotlve Commlulon.
Sodol Securily Number of Personal Representative:
Year Comml..lon. paid
2,
/II, FIi. '-1) i:SQ.,
t
'3,000,00
A"arney Fee.
IlI:!..TR \.I ~
3,
family Exemption
Claimant ~ 'V I r;Q
u' I Fe
D -OJ 011/ f's(J,J
Relationship
Addre.. 01 Clalmanl 01 decedent's death
Stre.t Addre.. 1-/ 12- N, 2 {$"(- 'S T .
City CtJ/ll P J.4 I LL- State 'j)oAJ
Zip Code /-/01/
3S199, ()D
Prabate Fees
/4/,00
MI.e.llan.au. Exp.n'.1l
L-f:.c,,1'l L ~ 1> v.:.,;1T!S,,v'G - 711e SGAJTIIVlZL S'.
/A.;) ~()\I,w.1L
I of, ..."
TOTAL (Also enter an line 9. Recapitulatlan)
Ilf mar. .pae. I. n..d.d, In..rt additional .h..1I of .am. .b..)
s IZII~3/'?!f
"'''''"''''''.
COMMONWU.IIH Of PlH"'''w'NIA
INHIIIIANe. fl.. 'HutH
IUlOIN' OIClDIHI
ITEM
NUMBER
I.
'2.,
'3.
L./.
-r-.
&"
/.
'is'.
~.
,;,
l'I1c.n:! n,1l6t:
/-IlL l- ,
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. Prlnl or T .
FILE NUMBER
L - ,~-_ 7P:b
DESCRIPTION
AMOUNT
1f/2/1/. 7..,"'''
JJIJ - F;V~llt i!(!.5
CIJII/ ?
60.
~r,
'"11?-vs~
Lf9, .'J-oo, DD
LE.1l qt'}, !lv,VM - i!-12.. },dt12<:, TO C,'!J..-
IT) I, ?flfi
((,(S T lJ 5t4
Dr:CE T)E,~';-
V/L'nJr<./Z<;, IT 'I
Itl7{c,S
UN I Ii /:t2.~ I T~I
1II/{4i,~- _
309, sc{
IItSI~ PIl..L
I D I,,, 1~5"
fI D c;,p I r tJ r.. J./..<!-'fl <;11 E. 1, fA
I
11/f;.'PI'-~L hILL
M'
tIIt'J//I";
E'F
qZi:: .87
,~, 00
P /I V5 I C/I)'I/<'j I fie ;'!5W~ 'I PA-
I
II/ r: blelll
,!;"o.Pi>
I~,wv ,'f.-Jf.i.~Le y _
T,~ )<[S rJ-f
IN)t COLLI!.r"7tJ,< - 'i>/C~ SU""IQ /..
Vi:.('f!:. "Dt:./r/l 4;,,/4..
l:i.n
VIV,II""/..'$, T'I P II >'~ I LI A,~
/2/1'1
/O"Vi)
;:/II!.IIIf!~ '5 TW\l'jT
w,vl! c-t.'
l,'IVI IIfl~S I T Y
( C',I/ 1'-Vi"1I If - 1'A Y o{'f - vE('I!-P4J'l S
(I'eD,T
I q"1D.DY
I
P fll/<;/c Ii) rVS
3NAb
:S-o,ou
TOTAL (AI.o .n'., on IIn. to, R.copltulotlon)
(If more .pac. ;, n..cJ.d, in.ert addWonal .h..,. ol.am. all..)
$1; 2. 0, '=>7 -
IIY.IlIUh 11.17J
-!ti
COMMONWIAl'" Of "NH'"YANIA
IHMllnAHCI IAI liNIN
.IIIOfNtDlCIDlH'
SCHEDULE J
BENEFICIARIES
ESTATe or
fiLE NUMBER
WIL L/,q lit
ITEM
NUMBER
NAME AND ADDRESS or BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARI or ESfAU
A. Taxable BeqUlltl1
I.
AN, TA "D. -r/-lO/ltP~I"')
1.//'2. /II. 2{5;
C~fll P HI t..L..,
IV tFIZ.
j1 LL. l'YC/!tr
RE.ww
'57',
fJlQ
I?DII
"2.,
~ j/P../L THOtllPScJw
:531 .J-IAE,vICYI..!"ovJ 'R.\)
i3 veNA J//!.T/Q p,q I '5'D/f>
I
I J/'I/!CE. '- l!)(=- REIl L . F<,V/7lJ..
tus ;PL.j)\J"-TlM/5
So ft}
'33;:>, dc::>
ITEM
NUMBER
NAME AND ADDRESS OF BENErlCIARY
AMOUNT OR
SHARE or ESTATE
B. Charitable and Governm.ntal B.que.tu
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.a onlor on IIno 13, Rocapltulatlan) S
(If more 'pace I. needed, In,ert additional .h.et. of lame Iln)
r"----- -~-
I
I
I
,
I
I
I
I
I
I
I
I
I
I
I
I
." -.. ,.. -- -...
t
-
".-.. -_.. ,-- - .....- ---
.---- ..-- .--. -- --- -_. '-- - ..~- ~_. ..--
~':I;"~>"-""("~~;f;;."'"'""""
~'~.~;i~-~;Ji
1I~7."
" ~r.v.
I'if.'!i.,.
~-,...
_l'AYjt!lJ!~~_'
ACN
m.,. ASSESSMENT P:'
II CONTROL IiII
NUMBER
RECEIVED FROM,
AMOUNT
FELD ARTHUR M
1309 BRIDGE ST
101
.19.92
NEW CUMBERLAND, PA
17070
IC)tOHU'
ESTATE INFORMATION.
m F' MIE
lIII e 1-199:5-0786
EJ NAME OF D:EDENT ~T)
II DATE OF PAYMENT
II POSTMARK T
COUNTY
SSN 161-3e-b471
(FIRST) (MI)
.
CUMBERLAND
DATE OF DEATH
REMAI!KS
II TOTAL AMOUNT PAID
REGISTER OF WI LLS
"19.92
PD
/) " -
l ,..- l.t.("-'-fJ.-"I'.7,/~
· U A.~,
MARY C. LEWIS' fI,
REGISTER OF WILLS
SEAL
ANITA D THOMPSON
CIO ARTHUR M FELD ESQ
CHECK" 10le
RECEIVED BY
, -
- -'--- ----"~"::',~,~"~~:~ ---- -7,:'~' ~- -- --- ,--__7-::-:-':"'.-:-,-:--:- -. ~-'r.-; /~-,......
." '
I 'f.
"':" :..~
, /
",
~ .
y,
~ 1 .
.'
,
, .
r-""""-
Y'
"--"'A.~ _~
,'"'7:':..,
)"
--::;4
v
,s (,,) (,
{, .
REV-1547 EX AFP (12"95.
CO"HONWUlnt Of PENNSYLVANIA
Df:PARTHEHT OF REVENUE
IURfAU OF INDIVIDUAL TAMES
DEPT. 210601
ftARRIIIURG, PA 17111-0601
ACN 101
NOTICE OF INHERITANCE TAM
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE 09-23-96
D FILE ND.
DATE DF DEATH 10"03-95 CDUNTY CUMBERLAND
NOTE, TD INSURE PRDPER.CREDIT TO YOUR ACCOUNT. SUBHIT TNE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TD THE REOISTER OF WILLS. HAME CHECM PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
ARTHUR M FELD ESQ
1309 BRIDGE ST
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE. PA 17013
,
HOUSE
Allount RellUt.d
CUT 'ALONG THIS LINE ~ RETAIN LDWER PDRTIDN FDR YDUR RECDRDS ~
REV: is;;j"EX"AFP"rrz-:muiioYicE"-O';" i-NHEiiii')iiicE"YAX" ji PPRjiiiiEiiiiiT~--Ar.LOWAifcE"iiR""um--_""mn
DISALLDWANCE OF DEDUCTIDNS AND ASSESSMENT DF TAX
ESTATE DF THOMPSON WILLIAM A FILE ND. 21 .95-07B6 ACN 101 DATE 09-23"96
TAM RETURN WAS' (X I ACCEPTED AS FILED
RESERVATIDN CDNCERNING FUTURE INTEREST - StE REVERSE
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN
1. RooI E.toto (Sch.dule Al III
2. stock. and Bond. (Schedule 8) (2)
3. Clo..ly Held stock/Partnar'hip Int.r..t (Schedul. C) (3)
4. Horta.g../Not.. R.n~lv.bl. (Schedule OJ (4)
5. Ca.h/Dank Dapoalt./Hlac. Parsonal Property (Sch.dul. E) (5)
6. Jointly awned ~rop.rty (Sch.~ul. fJ (~)
7. Tran.fare (Sch.dul. OJ (7)
I. Tot.l A...t.
I CHANGED
116,500.00
.00
.00
.00
3,500;00
.00
.00
IBI
120,000.00
APPRDVED DEDUCTIDNS AND EXEHPTIONS:
t 12,153,24
,. Funeral Ewpen..e/Ad.. Co. I/HIIC. Exp.n.... (Schedule H) (9J
la, Debh/Hadg.ge LhbUiUu/Lien. ISchedule II (101 52.015.45
11. Tate1 Deduction. 1111
12. Hat V.1u. of T.M Raturn (12J
15. Char1iabla/Govarn.antal Bequ..t. (Schedul. JJ Cl5J
lit. Hat Valu. of Ed.ta Subjeot to TaM nltJ
NDTE: If an aBBeBBment waB iBBUBd prBviouBly, lineB 14, 15 and/or 16, 17 and 18
rBflect ~igureB that includa the total o~ ~ raturnB BBBBBBed to date.
ASSESSMENT OF TAX:
15. AMount of Lina lit .t Spou.al r.t. CISJ
16. AMount of Lin. 14 t.Mabl. .t Lin..l/CI... A rat. (16)
17. AMount of Lina 14 taMabl. at Collat.raI/Cl... B r.ta 117J
la. PrJnclpal TaM Due
64.168 69
55.831.31
.00
55.B31.31
will
55.499.31
332.00
.00
M .00.
x.06.
M .15.
IlBI
.00
19.92
.00
19.92
TAX CREDITS:
PAYHENT
DATE
07- 1-96
RECEIPT
NUHBER
AA1l2997
DISCDUNT (tl
INTEREST 1-)
.00
AHOUNT PAID
19.92
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
19.92
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION GF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN t1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I .
I.
"'I
-!"';"
;"'j
\:"
''''I
"h;",'.,
"~," ':
"'j
~r,,:
','I' ~..'
,."',
""1'
~k1
~kJ"
,jl1.'1:
f.~CJ,
.'V'_
'fii~'
\5;./"
\',~
~g!..
~tt~i
r<o::
~<"
;~;,~'
..... "
-.\,~
.".,.',J
~1;;i :
II
"'~~:"'li !
:"",
':}
'''')'
'l:)
1
",':1
, 'J
"
,~-: i
~),l
!'i,i
.,.."
,',":'
J
;,'1
- ~
RfIERYATIDHr
......... ...
NanCE ,
PAYJtEHT I
RfFOOD (C:A) I
OIJECTIONSI
AW.IN
JlTRATlVE
CORRfCTJDHlI
DIICOlJrtTI
PEHALTV.
INTERUT.
l.i
'.1
"<1' r: .-(
'r/. ,:Il.
ea
.,;
l(J
G.1
~ "'8
0
~fJ:
a:
E,t,tll of decedent, dwlnt on Dr be'or. Olc.-ber 12, .9.! .. If InY future Int.r..t In the ..t.t. J, trln.f'rr~
In pOII...lon or InjOyaent to Cllll . (coll,t,r..' beneflel.rlll of thl dlcedent .,t., thl IMPlrltlon of InW .,tat. for
11'. or 'or v.er., thI C~.lth har.bv ..pr..,lv r...rv.. thl right to appral'. and ...... trln".r Inherlt~. T....
at the l~'ul Cl..1 . (coll,ter.l' rete on InV luch lutur. Int.rllt.
To 'ul'lll the r.qulr.-.nt. 0' leatlon Zl~D 0' the Inherlt~a end E.t.ta T'M Act, let ZZ of ."1. 12 P.I.
l"tI~ IUD.
Detech the top portion of thl. Hotlc. end .ubalt with ~our PI~.-nt to tha R.gllt.r 0' Will. printed on the rav.r.. .Ide.
....MM. c:hedc or RIMY order Plyllbl. tal REGISTER OF MILLS, AGENT
III p.yaent. rec.lved Ih.11 flr.t b. appllad to ~y Int.r..t which ..y b. due with any r...lndlr appllld to the t.M.
A r.fund of . t.. credit, which W'I not rl~.tld on thl '1M A.turn, ..y bl rl~.t.d by coapl.tlng an ~lppllcatlon
'or AI'und 0' P.nn,ylvanll Inhlrltanc. and E.t.tl T..~ (REV"ISIS). Ippllc.tlan. arl .v.llable .t the O"lcI
of the AI,lltlr of WillI, any of the IS R.vlnue DI.trlot O,flc.I, or by calling thl ,plclal Z'~hour
answering l.rvlcl nuabar. 'or for.. ordering, In penn'Vlvanla 1".00~S'Z"ZD50, out.lde Penn.ylvanla and
within local H.rrlsburg ar.a (111) 117~109" TOOl (111) 112"2252 '"-.rlng 1.,.lrad OnIV).
Any p.rtv In Intlra.t not ..tlafled with the appral.a.ant, alloMIne. or dl..llowancl 0' ~tlon., or .I...seent
0' tlM (Including dl.count or Int.rl.t) a. shown on thl. Hotlc. .ult Object within .I.tv (60) day. 0' r~llpt of
thla NoUcI bYI
."wrlttan prot.,t to the PI Dapart-.nt of Ravanua, loard of Ippall., O.pt. Z11021, "-rrllbur" PA 17.21"1021, OR
."allctlOf'l to haye the ..ttar detaralnDd. at audit 0' ttt. account 0' the personal r.,,,..,taUYI, OR
."appa.1 to the Orphana' Court.
flctu.1 arror. dl.cav.r.d on thl. .11....ant .hou1d ba .ddr....d In wrltln, tOI PA Dlp.rt.ant 0; RIV.nul,
Iura'" of Indlvldull1 Ta.II, ATTN. POlt A.......nt R.vl.w Unit, Olpt. 210601, Uarrhbur" PA 111Z1~0601
Phone (117) 111"6505. Saa pa,a 5 0' thl booklat ~Inltruotlon. 'or Inhlrltancl Ta. Alturn 'or I RI.ldent
Daoldant~ (REY"lS01) 'or an aMPlanltlon 0' adalnl,tratlvllV corractabla arrorl:
I' any ta. dua II paid within thra. (5) clllndlr lonth. .,tlr thl dlc,d.nt'. dlath, . ,IYI plrclnt (IX) dllcount of
the tIM paid .. allowld.
The 15% t.x eana.tv non"plrtlclpatlon pan.lty I. co.,ut.d on thl total of the t.. and Int.rllt ..I...ed, ~ not
paid b,'or. J~arY II, 199', the 'Irlt day ,'t.r the .nd 0' the tlX .an..ty perIod. Thl. non~p.rtlclp.tlon
p.nalty I. .pp..I.bll In the .... .ann.r and In the the .... tl.. p.rlod al you would app..1 the t.M and Int.r..t
that ha. blan .......d .. Indica tad on thl. notlc..
Intaralt I. charged beginning with flrlt day 0' d.llnqu.ncy, or nine (9' .onthl and on. (I' d.y froa the data of
death, to the data of ply.ant. Tax.. which bac..a d'llnqu.nt b,'ore Janu.ry I, 19.2 ba.r Intar..t at the r.ta of
.Ix (6X) p.rcant p.r annul c.lculat.d .t a d.lly r.ta 0' .000164. All t.... whIch blc... d.llnquent on and aft.r
January., 1912 will baar Int.ra.t at . rat. which will vary frol c.l.ndar ~llr to c.landar ya.r with th.t rat.
announced by the PA O.partaant of R'v,nu.. Th. appllcabl. Int.r..t rat.. for 1912 through 1996 ar'l
~ Inter..t "at. D.II.., Int.r..t Flctor !!!!' Inter..t R.t. .Ollly Int.r..t Flctor
I'll ZOX .OOD541 19., 'X .000241
."S 16'C .IDOOI 19....1991 IIX .000501
191' lIX .000101 1992 'X .000247
1915 lS'C .000556 1995"1994 7X .ooDln
1916 I'X .00DZ14 1995..1996 'X .000247
"'Int.rllt II calculat.d .. 'ollowII
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAiLY INTEREST FACTOR
.-Any Notlca I..u.d aft.r the ta. b.coaa. d.llnquent will r.'llct an Intar..t calculltlon to 'Ift..n (15) day.
blYond the data 0' the ........nt. I' p.y..nt I. .ad. .ft.r the Int.ra.t coaputatlon data .hawn on tha
Notica, .ddltlon.1 Interalt au.t ba c.lculatad.
'.
PlEASE FILE TIllS REPORT wrnllN 'lW YEARS OF DATE OF DEATII JID:ARl)LESS OF TIlE STATIJS OF TIm
ESTATE. IF ESTATE IS NCJl' CDWLEffD, Fll.E A 6.12 FORM YEARLY UNl'lL cntPIF.I'ION.
STATUS lH;rOIlT.._UNI)EII IIULE 6,12
Name of Decedent I William A. TII<~mpson
Date of Oeatlll October ~L_ill~____
Will No,
Adm In. NIl'1.9.22:llQ1116_
Pursllant to 11111... 6.12 of the SlIpl"eme COUl-t Orphans'
Court IIl1les, 1 report tho following with respect to <:omplotlon of
the aumlnlstratlun of thl) <~bove-capLiuned ostatel
I, State whether auministratlon 01 the estate Is complete I
Yes XX___ No___
2, If the answOl" Js No, stllte when the personal
representative reasonably believes that the administration wlll be
complete I
J, If the answer to No, I Is Yes, state the followlngl
a. Did the personal representative file a final
account with the Court? Yes No XX
b. The separate Orphans' Court No, (If any) [or
the personal representative's account iSI
c. Did I.he personal representative state an
account informally to the parties in interest? Yes XX No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel 3\\\s'~1 ~---'& l~
Signature
ARTHUR M. FELD, ESQUIRE
Name (Please tyi~or print)
1309 BRIDGE STREET, NEW CUMBERLAND PA 17070
-----
Address
- ~cf
- N
0 ~
- -j
:;'i E: ,
';". /?
-'
0 ....J
N ,
., '- ~
~ I - ~
, ,"'
i?..!L17 70-029~__..
'J'e!, No,
Cdl'acity: Personal Representative
XX .. C~lunsel for personal
representativQ
,':j '::1}
um
~n: p;
(MAHI rmt/AMJ)
, ~
~8
RW-27