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Home My WebLink About12-24-08. _U t, `,~ r ~ ,., . ~ j` S IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA. ORPHANS' COURT DIVISION 21-07-0955 ESTATE OF JAMES L. THOMPSON, DECEASED, LATE OF MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF PHILIP G. THOMPSON, EXECUTOR Date of Death: September 04, 2007 Date of Grant of Letters: October 29, 2007 Date of First Advertisement: November 16, 2007 Date of Appraisal: November 24, 2008 SUMMARY AND_INDEX TOTAL ASSETS OF ESTATE TOTAL OBLIGATIONS OF ESTATE $16, 399.50 $24,151.18 BALANCE OF FUNDS AVAILABLE FOR DISTRIBUTION $ 8,172.34 DISTRIBUTION STATED BALANCE IN HANDS OF ACCOUNTANT $ 8,172.34 NONE _, -> ~ . ~ _..j 1 : __ __ . ,t ~~ ~e~ r:J '- ~ ~,.7 DR. The Accountant charges himself with the following receipts: PERSONAL PROPERTY Sovereign Bank, Account No. 1681713268 $ 135.46 Commerce Bank, Checking Account o. 536884497 $ 2,835.14 Credit One Bank, Account No. 4731 9004 5112 4746 Refund due $ 435.04 Raymond James Financial Services, Account No. 74916094 $ 7,464.05 Central perm (AAA), Travel Insurance Refund $ 724.50 PSU Athletic Tickests, Refund $ 384.00 Delta Dental, premium Refund $ 123.66 FTC, Payment on Lawsuit - Claim No. FTCAAC-1192658-9 $ 20.50 Wyndham Vacation Resorts - Time Share Account No. 000238813398 $ 0.00 FTC v. Assail/Advantage Capital - Payment on Claim $ 41.15 Pa. Income Tax Refund $ 110.00 AARP medical Premium Refund $ 309.00 Federal Tax Return - 2007 Taxes $ 3,217.00 Economic Stimulus Payment $ 600.00 Total TOTAL ASSETS $16,399.50 $16,399.50 2 CR. The Accountants take credit with the following disbursements: PREFERRED CLAIMS: John B.Brown Funeral Home, Funeral expenses $ 4,304.50 Glenda Strasbaugh, Letters Testamentary $ 144.00 Cumberland county Law Journal, Estate Notice $ 75.00 The Sentinel, Estate notice $ 150.64 Bank Service Charge $ 5.50 Underpayment of Federal 2006 Taxes $ 103.00 Register of Wills of Cumberland County, Short Certificates $ 8.00 Certified Mailing of 2006 Taxes $ 11.71 Underpayment of Pa 2006 Taxes $ 17.00 United States Treasury, 2006 late Interest charge $ 8.54 Register of Wills of Cumberland Co., Exemplified Copy of record $ 40.00 Quantum Imaging & Therapeutic Associates, medical services Within 6 months of death $ 2,104.00 Philip G. Thompson, Fee $ 477.64 Scot D. Gill, Fee of Attorney $ 477.63 Allowance for closing Costs $ 300.00 Total - Preferred Claims $ 8,227.16 NON-PREFERRED CLAIMS Estate Information Services, LLX Capital One - Mastercard Matter No. 1808244 $ 412.56 Weltman, Weinberg & Reis, Applied Card Account No. 4227093712706559 4 672.42 Capital One Bank (Visa Platinum) 3 Account No. 4862 3524 7995 1249 Matter No. 1808273 $ 226.70 Capital one Bank (Mastercard Platinum) Account No. 5291-1573-4331-4949 Matter No. 1807964 $ 84.15 Ford Motor Co., Payment due on repossessed Vehicle $14,049.95 Aspire, Account No. 416037010055 8446 $ 158.00 Phillips & Cohen Associates, Ltd HSB Card Services - Metrix Account No. 5458001643047362 $ 320.24 TOTAL NON-PREFERRED CLAIMS $15,924.02 TOTAL PREFERRED & NON-PREFERRED CLAIMS $24,151.18 BALANCE AVAILABLE FOR DISTRIBUTION TO NON-PREFERRED CLAIMS $ 8,172.34 COMMONWEALTH OF PENNSYLVANIA COUNTY OF HUNTINGDON . ss PHILIP G. THOMPSON, Executor of the Estate of James L. Thompson, being duly sworn according to law doth depose and say that the facts set forth in the foregoing First and Final Account are true and correct to the best of his knowledge, information and belief. ~ } ~ flip G. Thompson Sworn to and subscribed before me this: ;1;~'"`-day of December, 2008. ______ NOTARIAL SEAL SYLViA T. APPiEBY, NOTARY PUBLIC HUNTINGDON 80R0, HUNTINGDON COUNTY MY COMMISSION EXPIRES AUGUST 15, 2012 4 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA. ORPHANS' COURT DIVISION ESTATE OF JAMES L. THOMPSON, DECEASED N0. 21-07-0955 PROPOSED DISTRIBUTION The Accountants propose the following Distribution: BALANCE FOR DISTRIBUTION Estate Information Servies, LLX Capital One - Mastercard Matter No. 1808244 Weltman, Weinberg & Reis, Applied Card Account No. 4227093712706559 Capital One Bank (Visa Platinum) Account No. 4862 3524 7995 1249 Matter No. 1808273 Capital One Bank (Mastercard Platinum) Account No. 5291 1573-4331-4949 Matter No. 1807964 Phillips & Cohen Associates, Ltd. HSB Card Services - Metrix Acount No. 5458001643047362 Ford Motor Co., Payment due on Repossessed vehicle Aspire, Account No. 416037010055 $ 8,172.34 $ 412.56 $ 672.42 $ 226.70 $ 84.15 $ 149.37 $6,553.46 $ 73.68 5 Total Distribution BALANCE IN HAND OF ACCOUNTANT TOTAL DISTRIBUTION $8,172.34 NONE BALANCE IN HANDS OF ACCOUNTANTS NONE COMMONWEALTH OF PENNSYLVANIA COUNTY OF HUNTINGDON SS PHILIP G. THOMPSON, Executor of the Estate of James L. Thompson, being duly sworn according to law doth depose that actual notice of time of presentation of the within Account and Statement of Proposed Distribution has been given to every unpaid claimant, who has given written notice of his claim to the Accountants, and every other person known to the Accountants to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin; that any objections to said Account and/or Distribution must be filed on or before the date when said Account and Distribution will be called for confirmation, to wit: March 3, 2009 . 1 /~ - ~` _. Philip G. Thompson Sworn to and subscribed before me this ~?:;~.t''~ day of December, 2008. ~ C.~ ~-~~:. l~ fir" f~' <~,~~~ ~- NOTARIAL SEAL SYLVlA 1 APPLEBY, NOTARY PUBLIC HUNTINGDON BORO, HlJNTlNGDON COUNTY MY COMMISSION EXPIRES AUGUST 25, 2Q12 7 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF JAMES L. THOMPSON ,DECEASED No. 21-07-0955 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule b.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-i9 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: SCOT D. GILL, ESQUIRE Supreme Court I.D. No.: 16322 Name of Law Firm: GILL & McMANAMON Address: 200 PENN STREET, HUNTINGDON, PA Telephone: 814-643-2460 Fax: 814-643-3229 16652 Firm oc-ni rev, 10.!3.06 Page 1 of 10 Estate of JAMES L. THOMPSON 1. Name(s) and address(es) of Petitioner(s): Name: PHILIP G. THOMPSON Address: 505 25TH STREET HUNTINGDON, PA 16652 Deceased Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: NONE Is this the first accounting by this fiduciary? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on SEPTEMBER 4, 2007 Letters Testamentary or ®Letters of Administration were granted to Petitioner(s) on OCTOBER 29.2007 Date of Will (if applicable): MARCH 6. 2006 Date(s) of Codicil(s) (zf applicable): N/A Date of probate (if differentfrom date Letters granted): N/A Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: SENTINEL -NOV. 16.23,30, 2007 CUMBERLAND CO. LAW JOURNAL -NOV. 16,23,30,2007 Form oc-o~ rev. t~.13.06 Page 2 of 10 Estate of JAMES L. THOMPSON Deceased 3. Was decedent survived by a spouse? ............................. Yes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. Yes ~ No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): n/a 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: ?. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. Yes ~ No Form Oc'-01 rev. 10.13.06 Page 3 of 10 Estate of JAMES L. THOMPSON Deceased Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicils} or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest Judith M. Simpson Friend Residue 1107 Apple Drive Mechanicsburg, PA 17052 Form oc-or rev. !0.13.06 Page 4 of 10 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a- ~Ooq Date of Death: 9/4/2007 Will No. 2007-00955 Admin. No. 21-07-0955 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on o~r mailed to the following beneficiaries of the above-captioned estate on 11!5!2007 Name Address JUDITH M. SIMPSON 1107 APPLE DRIVE MECHANICSBURG PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 11 /5!2007 Signature Name: SCOT D. GILL. ESQUIRE Address: P. O. BOX 383 HUNTINGDON PA 16652 Telephone(814} - 643- 246 Capacity: Personal Representative X Counsel for Personal Representative a:~, D . ~~ IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY ,PENNSYLVANIA In re Estate of JAMES L. THOMPSON deceased, File No. 21-07-0955 TO: JIJDITH M. SIMPSON (beneficiary) 1107 APPLE DRIVE (address) MECHANICSBURG, PA 17055 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent, JAMES L. THOMPSON ,died on 9/4!2007 in CUMBERLAND COUNTY, PENNSYLVANIA X The Decedent died testate (with a Will) The Decedent died intestate (without a Will) Name(s), address(es) and telephone number(s) of all personal representatives appointed: Name Address Telephone PHILLIP CG. THOMPSON 505 25TH ST., HUNTINGDON, PA 16652 814-643-5261 If the Decedent died testate, the Wlt has been filed with the Office of the Register of Wills of: CUMBERLAND COUNTY PPA 21 07 0955 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of: A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. X A copy of the Will or Petition is attached. Date 11/5%.?007 Signature Name SCOT D. GILL, ESQUIRE Address P. O. BOX 383 Capacity: Personal Representative HUNTINGDON PA 16652 X Counsel for Personal Telephone 814-643-2460 Representative Estate of JAMES L. THOMPSON Deceased B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N1A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-O1 rev. 10. /3.06 Page 5 of 10 Estate of JAMES L. THOMPSON ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Paid In Full? SEE ATTACHED SHEET Yes Q Yes ~]No ®No Yes ~ Yes ~No ~ No Yes ~ Yes ~No ~No Yes ~ Yes ~No ~ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. I ]. Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ Yes ~No Family exemption claimant's name and relationship: Name: Relationship: Form oc-o1 rev. 10.13.06 Page 6 of 10 Re: JAMES L. THOMPSON ESTATE NO. 10 PAGE 6 OF 10 PREFERRED CLAIM; Quantum Imaging & Therapeutic Associates, medical services within 6 months of death NON-PREFERRED CLAIMS, Estate Information Services, LLX Capital One -Mastercard Matter No. 1808244 Weltman, Weinberg & Reis, Applied Card Account No. 4227093712706559 Capital One Bank (Visa Platinum) Account No. 4862 3524 7995 1249 Matter No. 1808273 Capital One Bank (Mastercard) Platinum) Account No. 5291 1573 433'-4949 - Matter No. 1807964 Ford Motor Co., Payment due on Repossessed vehicle Aspire, Account No. 41603701055 8446 Phillips & Cohen Associates, Ltd. HSB Card Services - Metrix Account No. 5458001643047362 Amount of Claim Will Claim be Claim Admitted Paid in Full $ 2,104.00 YES YE S $ 412.56 YES NO $ 672.42 YES NO $ 226.70 YES NO $ 84.15 YES NO $14,049.95 YES NO $ 158.00 YES NO $ 320.24 YE3 NO Estate of JAMES L. THOMPSON Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Dale Payment /merest INSOLVENT ESTATE 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ Yes ~/] No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: NONE B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ~] No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Fw~m OC-0/ rev. 10.13.06 Page '] Of 1 Estate of JAMES L. THOMPSON Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. NONE B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes ~ No 18. If a reserve is requested, state amount and purpose. Amount 300.00 a"rP°se: Pay Closing Costs, file First and Final Account and Distribution and Releases If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ Yes ~No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ Yes ~ No F°rm oc-n~ ,e~. ~o. r3.n6 Page 8 of 10 Estate of JAMES L. THOMPSON Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) None B. Principal: Proposed Distrrbutee(sJ see attached Schedule of Distribution Amount/Proportion Amount/Proportion Submitted By: (AU petitioners must sign. Add additional lines if necessary): .~ ~. ,. .-~ - ~~- ~ ~,f Name of Petitioner: PHILIP G. THOMPSON Name of Petitioner: Form OC-01 rev. 10.13.46 Page 9 Of l ~ Estate of JAMES L. THOMPSON Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that heishe he is title Executor Deceased of the above-named name of corporation Estate of James L.Thompson and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). ,~ Signatdre of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form a een made beyond the responses herein. ~: i Signatu4~e o'P~Cdunsel for Petitioner Form oc-n! rev. !0.!3.06 Page 10 of 10