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PETITION FOI{ I'ROBATE and (;nANT OF LETTEllS
1/'" /, No,c;Z /. c.; '7"77
-{-!-_~-.(~'-t.~ (', To:
___.________.___. _...___._.._____._._ Regisler 01' \~ill' for the.
----.------,-r--.---.-...' pecf9ied. County of!__,,'.~--'if/."_!:,0.:..L in the
Social Security No. _4__'L..LJ_Uc::'...L____ Cotllmonwealih of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petllioner(s), who is/are 18 years of age or ol~.r an the e~ecutl.iE....--------- n~m~d
In the last will of the above decedent, dated ____..___J--L!L_ J.1-...._.~.---_- , 19_::.L.:L.
and eodleil(s) dated .........!.'Yj:iL___ .______.__._. ___..____..___....____.____m~_
._-~._~._..~-~.-.------_.
(state rele\'ullt dr('lInlStllll1,'CS, e.g. rCI111llcillllon, death of exel;'utorf etC,)
Deeendent was domiciled at death In _C i, II! /'Lb..Ll.,_. COU?ty, Pennsylvania, with,
1W.::i_ last family or principal residence at _-,->U2...b~::,"UL j{ " r'.'" ;'0' ,',,/, u" Ii .. / /i
--------.-. - . ~/)p,-}I(
(l1,l street, nllmber and l1lundpalilYJ
,,-/ '/(!rJ 20 '1(.,
Dege'!,dent, tl'en""..L..,L,.,. years orage, dled.__.._'>-C-:.L.._'.ry:-________, 19 ,
at EX~:~t ~s ~1I0~;,~:C~dCt~'t ~id n:tl~I~;;Y: :~t~~t(~iv~;~ed:n~~ildid not hav~ ft child born or adoPte~i
after execution of the will oFFered for probate; was not the victim of a killing and was never adjudicated
incompetent: ________.
Decendent at death owncd property with estimated vaiucs as follows:
(If domiciled in I'a,) All personal property
(If not domiciled in Pa.) Personal properlY in Pennsylvania
(If not domlcileq in I'a.) Personal property In County
Value of real estate in Pcnnsylvanla
situated as follows: _.__.______.._____.___..
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WHEREFORE, petitioner(s) respectFully !C(lucst s) the probatc of the last will and codlcll(s)
p,,<ented herewith and the grant of letters_Z c'.. II/C.' 'I -! /-/1. 't/
(tr.stanwnlarYi lldl11ll1i~1 u!lon ~,l.a.; IIdnllulmallof\ d.b,n,c,l.a.)
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OATH OIi PERSONAL REPRESENTATIVE
COMMONWEALTH OF J'ENNSYf,V ANIA 1. >IS
COlJNT\' OF____~UI~~)':'l:Lil,'rj n."'____....__ J "
The pctltioncr(sl ahnvc-namcd swear In 01 all'il'l11(s) thai Ihe statcmcnts in the foregoing petition are
true and eorreclto Ihe besl of I he knowledge and belieF of petitioncr(s) andlhat as personal represen'
talive(s) of the 'Ibove decedent pctili'lIll'r(s) lIill w~1I and truly administer the estate according to law,
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Sworn to 01 aff~~lcd and suh<.cnbcd. ' ? ,~ \ *~___ ", I' ......::.L- l',;I'j
before me thiS _____....... _ d"1 of { . ___.._____________.____,_ ~'
p1pil )~L__ - 19~ . 7:"<-...--------------. ~
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N( ?l-97-47
J,
Estute 01'
WILLI T\M ROBERT THa.1PSON
, Deceased
DECREE (W PROBATE AND GRANT OF LETTERS
AND NOW ___.._.r^Nl~ARY__17, 19..9J_.___, in consideration of the petition on
the reverse sidC'!\ereof, satisfactory proof hllving been presemed before me,
IT IS DECREED that the instrul\1ent(s) dated JANUARY _~_1?.2~_____..
described therein be Ildrnitted to probate and filed of record as the last will of
WILLIT\M ROBF,RT THa.1PSON
IInd Letters ._~{illTAM];:NTARy"___
lire hereby grallted to._ RUTH C. THa.1PSON
-----..----~--~---.-I
Cln/v-"", C" ,ea(~JI0;i'/)1ld+..
~RCglSlero Wills M RY C, LEWIS (I
FEES
Probate, Letters, Etc, ,.",.", $ 18.00
Short Certifleates(l) ""','," $ 3.00
Renunciation """"""",. $
x-Pages $ 27.00
Jep TOTA~ $' ',,00
Flied ,JANUARY, ,1:) / i9,9,7, , ,,', 5?',09""
ATTORNEY (Sup. n, J.D. No.)
A IlDRESS
PHONE
MAILED LETTERS AND ORDER TO EXECUTRIX ON 1-17-97
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Date
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No.
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COMMONWEALTfl OF'PENNSVLVANIA' OEPARTMF.~H OF .iEALTfi. VITAL RECORDS
CERTIFICATE OF DEATH
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together with any existing insurance thereon, to my wife, RUTH C.
TIlOMPSON, if sh~, surviveEl me by thirty dHYs. Should my wife not
be living on the thirty-first day after my death, I bequeath such
tangible personalty Bnd insurance thereon, except for the person-
al property specifically bequeathed in paragraph III, to such of
my children, JANET BOWEN, RUTH SAYTAR, WILLIAM M, THOMPSON, JEAN
YELK, JOAN GATES and BARBARA BECK, as are living on the thJ.r-
ty-firR t day after my dea th, to be divided among them in as
nearly equal shares as practical.
III. ~cial bequests:
If my wife, RUTH C. THOMPSON, does not survive me, I be-
queath the following items of personal property to each of the
named beneficiaries who surVive me:
A. Janet Bowen - Master Bedroom suite, sewing
machine, and my wife, Ruth C. Thompson's, diamond
ring.
B. Ruth Say tar - My wife, Ruth C. Thompson's,
anniversary ring.
C. Jean Yelk - My wedding ring and that of my wife,
Ruth C. Thompson, four. brass table lights.
D. Joan Gates - Desk, chest of drawers in middle
bedroom.
E. Barbara Beck - Grandfather clock.
F. William M. Thompson - Gun cabinet.
1
- 2 -
IV. Residuary ERtat~:
A. I give, devise and bequeath the rest, residue and
remainder of my estate, wlwther real, p~~rsonal or mixed, and of
any nature whatsoever and wherever si.tuated, unto my beloVf~d
wife, RUTH C. THOMPSON, if she survives me by 30 days.
B. In the event that my wi.fe, RUTH C. THOMPSON,
should predecease me or die within thir.ty days of the date of my
death, then I give, devise ann bequea th the res t, res idue and
:remainder of my estate, whether real, personal or mixed, and of
any nature whatsoever and wherever situated to my issue who
survive me, per stirpes.
C. Should my wife not Rurvive me, I direct that our
res idence at 235 North Second Street, Wormleysburg, Cumber land
County, Pennsylvania, be sold with my children having the option
to bid on the house. Tho house is to be sold to the highes t
bidder among my children or any other prospective pur.chaser, but
in no event is it to be sold for leBR than its fair market value,
and the proceeds di.vided equally as part of the residue of my
estate.
If any disagreement which cannot be resolved should
arise over the sale of the house to one of my children, I direct
my Executrices to sell the house to a purchaser other than one of
my children, and divide the proceeds equa lly .
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personal, at any time constj tuting a portion of my ('state, and
upon such terms snd conditions as the Executrix shall deem wise.
B. Investl To invest any money at any ti.me in such
bonds, stocks, note.s, real estate, mortgnges, life insurance,
annuities or other securitieR, or such property, real or person-
al, as the Executrix shall deem wise, without being limited by
any statute or rule of law regarding i.nvestments by sn Executrix.
C. Retain: To retain, without r.ecurring Any liability,
as investments, any property owned by me at the time of my death,
as long as she deems it wise, and even though such pr.operty is
not the kind of property an Executrix would purchase as an
investment; and even though to retain such property might violate
sound diversification principles.
D. Title to Property: To cause any security or other
property which may at any time constitute a por.tion of my estate
to be issued, held or registered in the Executrix's own name, or
in the name of a nominee, or in such form that title will pass by
delivery.
E. Expenses of Estate: To pay all costs, taxes,
char.ges and expenses in connection with the administration of my
estate.
F. Allocate: To determine what is "Income" and what is
"Pri.nci.pal" hereund(~r, and her decis ion thereon shall be final;
and to purchase se.curities at a premium or discount, and to apply
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.RrVI~O(J D-t (l-q,l) jfORDATESOFOIATHAnER 12/3\/91 CHECK HERE
,,~:i~:rl' I INHERITANCE TAX RETURN ~o"v::~ug~DIT IS CLAIMED I I
,,,,.'1W_ I RESIDENT DECEDENT FILE NUMBER
COMMONWEALTH Of P(NNSYIYANIA (TO BE FILED IN DUPLICATE
H:[:R~:JN:rW\~:~:~~~, ml, WITH REGISTER OF WILLS)' lcou~l~ COPE 9~EAR OO~~:BFR
DECEDENT'S NAME (lAtl1iRTI:''ANCi'MlrJDI[ iNifiAl"i---------... .-----.- (jr(fTiIrn'-~'c-i_)Mi>Ii:i:TA(J(JRf~~--~'-'-------"---'-"---. ..~_.____u
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Ix) 1. Originol Rolllrn [ I 2. Surplamonlcll Return
[ I 4, Limitod E~loto [ I 40, Futuro Inloro$l Compromiso
(!or dotas of dOClth ohor \2.12.82)
kl 6 Dllcodonl Died Teslole I I 7. Decadenl MClinlCfinecl Cl living Tru~t
(A!!clch copy of Will) {Alluch (Opy of Tru\l)
ALL CORRESPONDENce-AND CONFIDENTIAC'iAl(fNi'ORMATIONSH-OUL-O BE DiRECTED TO;---------'-----
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Wifli'HONf NUM8E"R-- 0 Box 1 08
1717) 232-8731 H~r,~i8burR,Pi\ ,:LlJOJ.'1= ,_. ,__,
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1. Ra"l E.,o'. ISchadul, AI
2. Slocks and Bonds (Schedulo B)
3. Closely Hold Stock/Pottnarshlp Inleresl {Schedule C}
4. Mortgages and Noles Raceivoblll (Schedulo DJ
S. Cash, Bonk Deposits & Miscellanoovs Pflrsonol Properly
{Sch.dul. EI
6. Jointly Owned Property (Schedule fJ
7. T ,and." ISch,dul. GllSchadulo l)
8. Total Gron Annts (lotalllMs 1.71
9. Funeral Ex.pemes, Adminl"rotivo Costs, Miscelloneous
E.o:p6tlses {Schedule HI
10. Debls, Mortgog~ liabilities, Lions (Schedulo I)
11 . Total Decluclions (lotalLlnes 9 & 10)
12. Net Value of E$late (Une B minus line 11)
13. ChotilOblo and Governmental Boquests (Schedule J)
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15. Spousal Trantfen (for dolos of dealh aher 6.30.94)
Sfle Instruclions for Applicable Percentage on Reverse
Sido. (Include values Irom S{hodllle K or Schedule M,l
16. Amounl 01 line 14 taxable at 6% role
(Include values from Schedulfl K or Sehfldulc M,l
17. Amount 01 line 14 taxablo 01 15% role
{lncludd valU6S from Schedulll K or Schodule M.l
HI. Principal tax due (Add tax /rom Lines 15, 16 and 17_1
19. Credits Spousol Poverly (rodil Prior Payments
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~J5 North Second Street
\VormloYHburv, PA l70~3
[O""'f
A",,,,,,n RI(fIY'".!'" 1f~lRlIUIOI/\1
II 3.
I ( 5.
- 0.= B.
Remaindor Return
(lor clotos of dOClth prior to 17.,13.82)
Federal Estate Tox Return Roquired
TOIOI Number of Safe Deposit (\0"-0\
(! I
12 I
13)
14 }
15)
( 6)
( 7 )
{9} l6,R92,~2
26,SOO,n
'_..j
IB)2.(i,800,'ll
(10)
,---.-.
16,892,82
---.- -
9,9.07,59
(II)
(12)
(13)
_ ___.___~JljL
x,.O.
9,907,59
-- .~.- -
(l51 9,907,59
116)
117)
Di~colJnl
+
-0-
x .06 J:I
x ,15 ::I
(lB)
Inlorost
CheeL hero if you are roqu sting (J ~ofund of your ovorpaymont. '
21 If line 18 is grootor thon line 19, llntnr Iho dilltlrotl((l on linn 21. This il Ihn TAX DUE.
A Enlor thu inloru~1 orllhu bCllanc() (1\)(, nn linn 21A
B En!er thll 10101 of linn 21 (ltld 21 A on lino 21 B This i~ Iho BALANCE DUE.
Make Check p_avablo tell Reglltff o! WIllt., Agent
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j.> BE SURE TO ANSWER AlCQU-ESTIONS ONiiivERsESiOEANDTORECHECKMATIi <( -:.1(---
lr;d;;"p,;'~~lIi;;-~'-~'f'p.~~~i-:--i"d~(.I~-~-~ i'i;ol"I.'I;C1YO (t~ominnd-I-f;-is lolurn, incl-(;~j-;r;fJ (J(co~;r-(J~ying \(h~d\li;;;~;;;ci sio'-~;;~~i'\..oJ~~I~-t'ho--b~~t ~{my knowlodlJll ond holin/.
I i~ Iruo, COHec! cmd compll.'lo, I declnrll Ihot 011 ruol osl018 hOI t-NHI rflportod nl trtlomorkl,' vCliU(1 [Jo.-lornlion of propmor olhor thon the pnrsonol rOplowntOJlvo 1\
Do\ed on 011 inlormotion o! which prepCHer hm any knQwlod~Je
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11II/111Il,'II'HHl
icA>l. SCHEDULE H
~.~ FUNERAL EXPENSES,
WMMONW'ALH' at PfNN'YlVAfIlA ADMINISTRATIVE COSTS AND
...... o. ,,:~:~~~:~~W::hOmO' OO~~"-'LLAN'()US EX~'N"S l~ '~i~~:rM ""
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ITEM
NUMBER
DESCRIPTION
AMOUNT
A. Funeral Expenses:
1.
2.
3.
4.
Mausoleum - Rolling Green
Mausoleum opening of crypt, vase, emblem
Casket- eMS West -- Glenshaw, PA
Musselman Funeral Home
6,190.00
905.00
I,SOO.OO
3,181.00
B. Administrative Co.ts:
1. personal Representative Commissions _ 0-
Social Security Number of Personal Representative: .__..___..__..._..._--,-
Year Commissions paid ...._.....'
2. Attorney Fees 29 O. 00
3. Family Exemption 3.000.00
Claimant Bu.tbu g,-,'l;'\lQJTlR...SQ)1_ Relalionohip Wi.f.e___...~..__.__
Address of Claimant at decedent's death
Stre.t Address ng 3 5.N.,.l'.e C()11..Q..0 tr.~.~1:..__.______.__
City,WO:rlllLey.sbttXK.__..nStateYA..c Zip Code. 17043 ..
4.. Probate Fees
C. Miscellaneous ExpenseS!
1. Holy Spirit Hospital
2. est Shore Pathology
3. Susquehanna Sur.p,eons
4. itzman Associates
5. eystone Urology
6. uneral Dinner
7.
8.
1,238.86
24.53
64.29
53.10
31. 04
415.00
TOTAL (Also enter on line 9, Recapituiotion)
(II more space I. needed, In..,t additional sheets 01 .ame sl18.)
H6 ,1l92. 82
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER Of WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE"";'- iStii" EX"-AFP"" fo'3--97Y-Nc)'r"icE" "OF" YNHEiii i At.icE" 'fAX "iiPPRAi S EMENi" ";" At. l"owA"f.fcE"'[jri -- -- - -. -'''''''' - - -""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM R FILE NO. 21 97-0047 ACN 101
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AWlount of line 14 .t Spousal rat.
16. Amount of Une 14 taxable .t lineal/Class A I'at.
17, Amount of Line 14 taxable 8t Collateral/Class B ret.
18. Princip.l rax DUI
TAX CREDITS:
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COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL HilES
1~1II~llANC[ TAl< DIVISION
IlIPl, 7110601
t!AHkISIIURG, PA 11128-060\
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD E CONNELL
511 N 2ND ST
PO BOX IIOR
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08"25,,97
THOMPSON
10-20-96
21 97-0047
CUMBERLAND
101
ESQ
PA 17108
ESTATE OF
THOMPSON
TAX RETURN WAS,
1 ACCEPTED AS FILED
I X I CHANGED
RESERVATION CONCERNING FUTU~E INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule HI (2)
3, Closeh Held stock/Partnership Interest (Sohedule C) (3)
4, Modgages/Nohs Receivable (Schedule D) (41
5, Cosh/Bank Deposits/Hisc, Personal Property (Sc~odulo E) (S)
(), Jointly Owned Propedy (Schedule f I (6)
7. Transfers (Schedule G) (7)
8, Total Assets
.00
,00
.00
.00
26,800.41
.00
,00
161
APPROVED DEDUCTIONS AND EXEMPTIONS:
q, Funerlll Expenses/Adm, Ccats/Hisc, Expenses (Schedule H) (9)
10, O.bh/Hodglge Liablli't lefl/Liens (Schedule I) 00 I
11, Total Deductions
12, Net Value 01 Tlx Return
13, Char i tahle/Gover"mental Bequest s (Sohedule J)
14, Net Value of Estat. Subject to Tax
17 ,392.82
.00
III )
1121
(131
114)
NOTE:
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WIL LI AM
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SEE
DATE
ATTACHED
08-25-97
NonCE
NOTE: To in$ure proper
oredit to your account}
sub"ll t the upper pod ion
of this form with your
tax payment,
26,800,41
17.39? 82
9,407.59
.00
9,407,59
(151
(1& 1
(17)
9,407.59
.00
.00
X,OO. .00
X ,06. . 00
----
X .I~ .00
(161 ,00
-- -rOTALTAX'-cil"EDiTr' ------~-oo-l
.BtNL~AE~E~f~~T~X?~n~=~'~=-.~_-'~~~.~.~.~..'..j
TOTALu"DUE._L._ ,00 :
. IF PAID AfTER DATE INDICATED, SEE REVfRSE
FOR CALCULATION OF AODITIONAl INTERE~T,
, IF TOTAL DUE IS lESS THAN \1, NO PAVMENT IS REQUIRED.
If TOTAL DUE IS RHI.ECTlO AS A "CREDIT" ICRI, YOU MAV 6E DUE
A RLFUND, foEE REVERSE SIDE OF HilS fORM FOR INSTRUCTIONS.)