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Home My WebLink About02-19-10 (3) 5056041158 REV-1500 Ex (os-o5> PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po sox Zeosot INHERITANCE TAX RETURN 21 09 01120 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 305-20-3881 11202009 02171924 Decedent's Last Name THOMPSON Suffix Decedent's First Name V- DAVID (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix THOMPSON Spouse's Social Security Number 449-46-0122 FILL IN APPROPRIATE BOXES BELOW Spouse's First Name VIOLA THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI MI a 1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 0 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) ^X 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust - 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DANIEL P- THOMPSON 717-761-7210 Firm Name (If Applicable) BOYER & RITTER First tine of address P-O- BOX 830D Second line of address City or Post Office CAMP HILL State ZIP Code PA 17001-8300 REGISTER OF WILLS USE ONI~ C-? `~ ~~ ~ -t - ~ ~~~.~ , ~ rat :~ .~~~ ~ . :~: ~ --.r l.J `-- I~k7E AIL D r%} - ''"~ t''"r'T -; - ~ ~ cn ~~ - u~ r9 Correspondent's e-mail address: ~ ~ M ~`~ ~ ~ ~ C~II2~.Cn+M Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Decl~atkm of preparer other than the personal representative is based on all information of which preparer has any knowledge. ADDRESS I ~ ) ~ ~ ('~~_ l~ ~ ~ ~ ~~Q R i~lt ~ ci{nt7` .~ 1 rx-.. ~ n J Nu SIGNATURE OF PREPARER OTi-IER THAN ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056041158 8M48473.000 15056041158 C~ Estate of V. DAVID THOMPSON Executors (Page 1) Name DANIEL P. THOMPSON Address 5208 BRIGHTON LANE ENOLA, PA 17025- T ID - - ax Name STEPHEN J. THOMPSON Address 2108 W COVENTRY LANE ENOLA, PA 17025- Tax ID - - 305-20-3881 15056042159 REV-1500 FCC Decedent's Social Security Number 305-20-3881 Decadent'sName•THOMPSON V. DAVID RECAPITULATION 1. Real estate (Schedule A) 1. 1035697.00 2. Stocks and Bonds (Schedule B) . 2. 0 , 00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • 3. 0 • 0 0 4. Mortgages ~ Notes Receivable (Schedule D). 4. 0 , 00 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule ~ . 5. 0 • 0 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 • 0 0 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (schedule G) ~ Separate Biking Requested ..... 7. 2 4 3 7 4 8. 0 0 8. Total Gross Assets (total Lines 1-7). 6. 12 7 9 4 4 5.0 0 9. Funeral Expenses & Administrative Costs (Schedule H) . 9. ], $ ], 9 2 . 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. 0 • 00 11. Total Deductions (total Lines 9 ~ 10) . 11. 1519 2 • 0 0 12. Net Value of Estate (Line 8 minus Line 11) 12. 12 6 4 2 5 3 • 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . 13. 0 , 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. ], 2 6 4 2 5 3 , 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un er Sec. 9116 ~L 15 (a)(1.2) x .o 2 3169 4.00 . 0.00 16. Amount of Line 14 taxable at lineal ratex.o~l5 1032559.00 16. 46465.00 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18 • 0. 0 0 19. TAX DUE 19. 46465.00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 BM48482.000 1505604215.9 J REV-1500 EX Page 3 1'>twr_arianNs Cnmelwte Oddress~ Flle Number ai. n9 ni.i,an DECEDENTS NAME STREETADDRESS CITY A P STATE ZIP - Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 0 • 0 0 B. Prior Payments 0 • ^ 0 C. Discount 2 3 2 3 •0 0 (1) 46465.00 3. InteresUPenalty if applicable D. Interest 0 • 0 0 E. Penalty 0.0 0 Total Credits (A + B + C) (2) 2 3 2 3.0 0 Total InterestlPenaRy (D + E) (3) 0 • 0 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) Q• QJ] 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAx DuE. (5} 4 414 2 • 00 A. Enter the interest on the tax due. (5A) 0 • 0 0 B. Enter the total of tine 5 + 5A. This is the BALANCE DUE. (56) 4 414 2.0 0 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: ~ No x a. retain the use or income of the property transferred; ~ ~ b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or . ~ X d. receive the promise for Iffe of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . ^ ? " " ^ . or payable upon death bank account or security at his or her death in trust for 3. Did decedent own an 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after Jufy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)j. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §8116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. £9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 8MA671 1.l)00 REV-1502 Ex + (1 t-OB) Pennsylvania DEPARTMENiOF REVENUE INHERRANCE TAX RETURN RESIDENiDECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER V DAVID THOMPSON 21 09 01120 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, bdh having reasonable knowledge d the relevant facts. Real properly that is Jointlyowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet 'rf the property has been sdd. ITEM Include a copy of the deed showing decedent's interest 'rf owened as tenant in common. VALUE AT DATE NUMBER DESCRIPT10N OF DEATH 1. REAL ESTATE - 3809 - 3815 MARKET STREET, CAMP HILL, PA VALUE BASED ON ASSESSMENT OF $720,990 WITH COMMON LEVEL RATIO OF 1.26 908,447 2 (TOWNHOUSE - 7117 SALEM PARK CIRCLE, MECHANICSBURG, PA VALUE BASED ON RECENT SALES TOTAL (Also enter on Line 1, Recapftulation.) I S awasas s.ooo if more space is needed, insert additional sheets of the same size. 127,250 1,035,697 REV-1510 EX + (690) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY ESTATE OF rlLt numestrc V. DAVID THOMPSON 21 09 01120 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBE DESCRIPTION OF PROPERTY MCIUJETFEWVdEOFTFETRAN6FEREE,T1£IRREUTION6FAPTODECEDEMMA T1'EORTE OF TRA1~6F6i. ATTPGiACDPY OF Tre DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION IF APFMJCAHLE TAXABLE VALUE ~• REVOCABLE TRUST ACCOUNT, LETORT TRUST COMPANY, TRUSTEE 223,467 100.0000 0 223,467 2 IRA - LETORT TRUST COMPANY 20,281 100.0000 0 20,281 TOTAL (Also enter on line 7, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) 3W48AF 1.000 REV-1511 EX+(1408) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES St INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENrDECEDENr ESTATE OF FILE NUMBER ~ DAVID THOMPSON 21 0901120 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. MYERS FUNERAL HOME 7,287 2 CHURCH 530 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address 4. 5. 6. 7. 1 Total from continuation schedules ~ 3,342 State Zip City State Zip - Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Retum Preparer's Fees REGISTER OF WILLS TOTAL (Also enter on line 9, Recapitulation} ~ $ 7W48AG 1.000 (If more space is needed, insert additional sheets of the same size) 3,226 807 5 Estate of: V. DAVID THOMPSON Schedule H Part 1 (Page 2) Item No. Description 21 09 01120 Amount 3 FUNERAL MEAL AND MEMORIAL 3,342 Total (Carry forward to main schedule) 3,362 REV-1513 EX+(11-08) SCHEDULE J Pennsylvania oEPART1uENrOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER V. DAVID THOMPSON 21 09 01120 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [inGude outright spousal distributions, and transfers under Sec. 2116 (a} (1.2).) 1. THOMPSON BYPASS TRUST 100 of Residue: 1,032,559 Credit Shelter T 1,032,559 2 VIOLA THOMPSON 202 LAMPPOST LANE CAMP HILL, PA 17011 LIFE INTEREST IN TRUST 211,413 IRA - LETORT TRUST COMPANY Inventory Value: 20,281 Surviving Spouse 231,694 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION 70 TAX IS NOT TAKEN 1. B. CFIARRABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. E 0 If more space is needed, insert additional sheets of the same size. BW46AI 2.000 REV-1514 EX+(4-091 SCHEDULE K pennsylvaNnia LIFE ESTATE, ANNUITY Bureau w Individual Taws ~ TERM CERTAIN Po aoxz8o6o1 (CHECK BOX 4 ON REV-1500 COVER SHEET) Harrisburg PA 17128-0601 ESTATE OF FILE NUMBER V DAVID THOI~SON 21 09 01120 This schedule should be used for all single-life, joint or successive life estate and term-certain calculations. For dates of death prior to 5-1-89, actuarial factors for single-life calculations can be obtained from the Department of Revenue. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. lnr~icnrp hPlnw t-,p tvnP of instrument that created the future interest below and attach a coov of it to the tax return. XD Will ^ Intervivos Deed of Trust ^ Other NEAREST AGE AT TERM YEARS NAME OF LIFE TENANT DATE OF BIRTH DATE OF DEATH LIFE ESTATE IS PAYABLE VIOLA THOI!4PSON 09/18/1924 85 X Life or Term of Years Life or Term of Years Life or Term of Years Life or Term of Years Life or Term of Years 1. Value of fund from which life estate is payable , .. . . 2. Actuarial factor per ap ro riate table . . . . Interest table rate - ~ 3.5% ^ 6% ^ 10% ........... ... . . . . .. . . .. . $ 1,243,972 ..................... 0.16995 ^ Variable Rate 0.00000% 3. Value of life estate (Line 1 multiplied by Line 2) . . . ......... ...... . . . .. . . .. . $ 211, 413 NAME OF LIFE ANNUITANT DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM dF YEARS ANNUITY IS PAYABLE Life or Term of Years Life or Term of Years Life or Term of Years I I Life or I I Term of Years 1. Value of fund from which annuity is payable ....... ... .... ... ... .. .... . . . . . $ 0 2. Check appropriate block below and enter corresponding number , . ............. 0.000 Frequency of payout-^ Weekly (52) Bi-weekly (26 Monthly (12) 0 ^ Annually (1) Other ( ) ^ Quarterly (4) ^Serni-annually (2) 3. Amount of payout per period . .......... ...... ...................... $ 0 4. Aggregate annual payment, Line 2 multiplied by Line 3 ........ .... ...... ....... 0 5. Annuity Factor (see instructions) Interest table rate -^ 3 112°l0 ^ 6% ^ 10% ^ Variable Rate 0.00000 % 0.00000 6. AdjustmentFactor(Seeinstructions.} ............... 0.00000 7. Value of annuity - If using 3.5%, 6%, or 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 .. ............... $ 0 If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 . .. ................ ... ... .. ... $ 0 NOTE: The values of the funds that create the above future interests must be reported as part of the estate assets on Schedules A through G of the tax return. The resulting life or annuity interest should be reported at the appropriate tax rate on Lines 13 and 15 th rough 18 of the return. If more space is needed, use additional sheets of the same size. BW46AJ 1.010 REV-1849 EX+ (8.98) COMMONWEALTH OF PENNSYLVANIA INHERrrAhICE TAX RETURN I~sIDENT DECEDENT ESTATE OF SCHEDULE O ELECTION UNDER SEC. 91131 (SPOUSAL DISTRIBUTIONS FILE NUMBER _ DAVID THOMPSON 21 09 01120 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inherkance ~ Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the THOMPSON BYPASS TRUST Trust (marital, residual, A, B, By-pass, Unified Credit, etc.) If a trust or similar arrangement meats the requirements d Section 9113(A), and: a. The trust or similar arrangement is listed in Schedule O, and b. The value of the trust or similar arrangement is entered in while or in part as an asset on Schedule O, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or sim- ilar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer an Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113(A) trust or similar arrangement. Description RESIDUE OF ESTATE PASSED TO THOMPSON BYPASS TRUST. THE VALUE OF THE RESIDUE IS ATTACHED. VALUE 1,243,972 PartATotal $ 1 243 972 PART B: Enter the descri tion and value of all interests included in Part A for which the Section 91 13 A election to taxis bei made. Description RESIDUE OF ESTATE Value 1,243,972 Part B Total $ 1 243 972 (If more space is needed, insert additional sheets of the same size) 3W48E2 2.000 ESTATE OF V. DAVID THOMPSON 21-09-01120 SCHEDULE O -CALCULATION OF RESIDUE OF ESTATE REAL ESTATE (SCHEDULE A) REVOCABLE TRUST ACCOUNT (SCHEDULE G) EXPENSES OF ESTATE (SCHEDULE H) 1,035,697 223,467 1,259,164 (15,192) 1,243,972 ~C~ ~ ~r.' ~= .~ ~ -o ~ f _ ~ ~ ; , r;-,;-~i • , ~ ;~k7 ~ . ~ _t ~ ~ , _~ cJ C-7 t ~ ~-. ~ ? °` - ~~ •~. ~.::. -r-~ .f_.i~ ~ ~-J ~ ~LJ~ 4.~~ it .~ t WILL pF V. DAVID TH~MpS4N WILL I, V. DAVID THOMPSON, of Cumberland County, Pennsylvania, make this will, revoking all my former wills and codicils. ARTICLE ONE BEQUEST OF TANGIBLE PERSONAL PROPERTY § 1.1 I bequeath all my tangible personal property, exclusive of any such property used in a trade or business, in accordance with the terms of a signed and dated memorandum I may prepare. If no such memorandum is located or received by the executor within 60 days after being appointed as such, after conducting a reasonable search for such memorandum, the executor shall be held harmless for distributing such property as hereinafter provided. § 1.2 I bequeath any such property not disposed of by such memorandum, or all of such property if no such memorandum is so located or received, to my wife, VIOLA E. THOMPSON, if she survives me. If my said wife does not survive me, I bequeath such property to my children who survive me, to be divided among them as they agree. In case of disagreement among my children, the property that is the subject of such disagreement shall be sold and the proceeds added to the residue of my estate. § 1.3 I direct that the expenses of storing, packing, shipping, insuring and delivering any such property to the beneficiary entitled thereto shall be paid by the executor as an administrative expense of my estate. In addition, to the extent practicable in the executor's sole discretion, I bequeath any policies of insurance on such property to the beneficiary entitled to such property. ARTICLE TWO DISPOSITION OF RESIDUE §2.1 I devise and bequeath all the residue of my estate to my wife, VIOLA E. THOMPSON, if she survives me. If my said wife disclaims any portion of the residue of my estate, said disclaimed portion shall be distributed in accordance with the provisions of ARTICLE THREE of this will. If my said wife does not survive me, I devise and bequeath all the residue of my estate to my issue who survive me, per stirpes, subject to the provisions of ARTICLE FOUR of this will. If neither my said wife nor any of my issue survives me, all the residue of my estate shall be distributed in accordance with the provisions of ARTICLE FIVE of this will. ARTICLE THREE DISCLAIMER TRUST §3.1 Any properly which may become subject to the provisions of this Article of this will by reason of my wife, VIOLA E. THOMPSON (hereinafter referred to as "Viola"), having filed a qualified disclaimer, within the meaning of Section 2518 of the Internal Revenue Code, with regard to such property shall be held by the trustee hereinafter named for the benefit of Viola, in trust for the following purposes: §3.2 The trustee shall hold, manage, invest and reinvest the trust property, shall collect the income thereof and shall distribute the net income in quarter-annual installments, or more frequently if the trustee deems it advisable, to or for the benefit of Viola. §3.3 The trustee shall distribute to or for the benefit of Viola so much of the principal of the trust property as the trustee shall from time to time deem necessary or proper for Viola's health, maintenance and support, taking into account other available funds, including Viola's assets. ~2- §3.4 Upon VioIa's death, the trustee shall distribute the remaining trust property to my then living issue, per stirpes, subject to the provisions of ARTICLE FOUR of this . will. If I have no issue then living, such property shall be distributed in accordance with the provisions of ARTICLE FIVE of this will. ARTICLE FOUR TRUSTS FOR ISSUE §4.1 If any beneficiary (other than an appointee under any power of appointment granted in this will) entitled to receive a mandatory distribution of property from my estate or from any trust created by this will is under 30 years of age; I devise and bequeath such property to the trustee hereinafter named for the benefit of such beneficiary, in trust for the following purposes: §4.2 The trustee shall hold, manage, invest and reinvest the trust property, shall collect the income thereof and- shall apply to or for the benefit of such beneficiary so much of the net income and, if the net income is insufficient, so much of the principal of the trust property as the trustee shall from time to time deem necessary or proper for such beneficiary's health, maintenance, support and complete education, including college and graduate education, and professional, vocational and technical training, and to assist such beneficiary with his or her reasonable wedding expenses, in the purchase of a principal residence and in the establishment of a profession or of a business considered a good risk by the trustee, taking into account other available funds, including such beneficiary's assets. The trustee shall annually accumulate any net income not so distributed and add the same to the principal of the trust property. §4.3 At any time after such beneficiary attains 30 years of age, such beneficiary may withdraw any or all of the principal of his or her trust. -3- §4.4 If such beneficiary dies before the complete termination of his or.her trust, the trustee shall distribute the property then held in trust for such beneficiary to such persons or corporations (including such beneficiary's estate), in such amounts and upon such trusts, terms and conditions as such beneficiary by his or her last will may appoint by specific reference to this general power of appointment; provided, however, any portion of the trust property not subject to such beneficiary's power of withdrawal immediately prior to his or her death may only be appointed to one or more of such beneficiary's issue, in such amounts and upon such trusts, terms and conditions as such beneficiary by his or her last will may appaint by specific reference to this special power of appointment. Any property not so appointed shall be distributed to such beneficiary's then living issue, per stirpes, or if none, to the then living issue, per stirpes, of the beneficiary's nearest lineal ancestor who is a descendant of mine with issue then living, or if none, to my then living issue, per stirpes, each such distribution subject to being held in trust by the trustee hereinafter named upon the terms and conditions of this ARTICLE FOUR;. provided, however, if I have no issue then living, the trustee shall distribute such property in accordance with the provisions of ARTICLE FIVE of this will. ARTICLE FIVE FAILURE OF ISSUE §5.1 Any property to be distributed in accordance with the provisions of this Article shall be distributed as if my wife, VIOLA E. THOMPSON, and I had each then died seized and possessed of one-half of such property, intestate and unmarried, and domiciled in the Commonwealth of Pennsylvania. -4- ARTICLE SIX APPOINTMENT OF FIDUCIARIES §6.1 I appoint my wife, VIOLA E. THOMPSON, executor of this will. If my said wife is unable or unwilling to act or continue as executor, for any reason whatsoever, I appoint my son, DANIEL P: THOMPSON, and my son, STEPHEN J. THOMPSON, co-executors of this Will. If either of my said sons shall be unable or unwilling to act or continue to act, for any reason whatsoever, I direct that the vacancy not be filled and that the then serving executor shall serve as sole executor. §6.2 I appoint my wife, VIOLA E. THOMPSON, trustee of any trust created by this will. If my said wife is unable or unwilling to act or continue as trustee, for any reason whatsoever, I appoint my son, DANIEL P. THOMPSON, and my son, STEPHEN J. THOMP50N, successor co-trustees., If either of my said sons shall be unable or unwilling to act or continue to act as co-trustee, for any reason whatsoever, I direct that the vacancy not be filled and that the then serving trustee shall serve alone as trustee. ARTICLE SEVEN POWERS OF FIDUCIARIES §7.1 No fiduciary under this will shall be required to give bond or other security for the. faithful performance of the fiduciary's duties. §7.2 Any such fiduciary shall have the following powers, in addition to those given by law: §7.3 To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investments; §7.4 To invest in, accept and retain stock in an S Corporation and to take any action. that the trustee deem necessary or proper, including the power to petition a court of competent jurisdiction to reform any trust created hereunder, in -5- order to assure that any trust created hereunder be deemed a Qualified Subchapter S Trust within the meaning of Section 1361(d)(3) of the Internal Revenue Code; §7.5 To sell, exchange, partition or lease for any period of time any real'or personal property and to give. options therefor for cash or credit, with or without security; §7.6 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; §7.7 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; §7.8 To engage in litigation and compromise, arbitrate or abandon claims; §7.9 To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; §7.10 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; §7.11 To merge any trust created hereunder with any other trust or trusts created by me or my spouse under will or deed, if the terms of any such trust are then substantially similar and held for the primary benefit of the same person or persons; §7.12 To allocate, in the executor's sole and absolute discretion, any portion of my exemption under Section 2631(a) of the Internal Revenue Code to any property as to which I am the transferor, including any property transferred by me during my lifetime as to which I did not make an allocation prior to my death; §7.13 To disclaim any interest I may have in any estate if the executor deems such disclaimer to be_ in the best interests of my estate and the beneficiaries thereof; §7.14 To terminate any trust created herein, the principal of which is or becomes too small in the trustee's discretion to make the establishment or continuance of the trust advisable, and to make immediate distribution of the then remaining trust property. to the beneficiary then entitled to the income of the trust property or, if there is more than one beneficiary, to the beneficiaries then entitled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; provided, however, no trustee shall participate in any decision to terminate such -6- trust if by reason of such termination such trustee could receive a distribution of trust property from such trust as aforesaid. The receipts and releases of the distributee(s) will terminate absolutely the right of all persons who might otherwise have a future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account in any court; and §7.15 To engage the services of any professional investment advisor or firm to manage or advise on the investment of estate assets or the principal of any trust created hereunder, to invest such assets in mutual funds and to act as a broker or dealer to execute transactions and to provide other services with respect to the assets, including the purchase and sale of any securities. The compensation paid to any investment advisor or firm retained hereunder shall not result in any diminution in the compensation otherwise payable to the fiduciaries. ARTICLE EIGHT PROVISION FOR TAXES §8.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similaz nature payable by reason of my death to any government or subdivision thereof upon or with respect to any (a) property passing under the terms of this will subject to any such tax and (b) trust includible in my estate for federal estate tax purposes that is a charitable remainder trust within the meaning of Section 664 of the Internal Revenue Code, and any penalties thereon, shall be paid by the executor out of the principal of that portion of my estate disposed of by ARTICLE THREE of this will, or if such property is insufficient then out of the principal of that portion of my estate disposed of by ARTICLE TWO of this will, and all interest with respect to any such taxes shall be paid by the executor out of the income or principal or partly out of the income and partly out of the principal of such portion of my estate, in the absolute discretion of the executor, without reimbursement from or apportionment among the beneficiaries, recipients or owners of such property for any such taxes, penalties or interest; provided,.. however, that no such taxes, penalties or interest shall be chazged against any property of such portion of my estate that otherwise passes to charity and for which my estate would be entitled to a charitable deduction for federal estate tax purposes. As to any other property, the transferee thereof or any fiduciary -7- holding legal title to such property, as the case may be, shall bear liability for all such taxes, penalties and interest thereon. In accordance therewith, I direct the executor to exercise all rights of reimbursement granted under Sections 2206, 2207, 2207A and 2207B of the Internal Revenue Code (to the full extent permitted therein) and under state law as to any property subject thereto. §8.2 Notwithstanding any other provision of this will to the contrary, no such taxes, interest and penalties shall be paid from Plan benefits (or the income on or proceeds from any investment of any withdrawal from any Plan) on or after September 30 of the calendar year following the year of my death for any such purpose. As used in this will, the term "Plan" shall mean qualified retirement plan under Section 401 {a) of the Code, an individual retirement account under Section 408 of the Code, an annuity contract or custodial account under Section 403(b) of the Code or any other retirement arrangement subject to the "minimum distribution rules" of Section 401(a)(9) of the Code. ARTICLE NINE RETIREMENT PLAN PROCEEDS §9.1 If a trust or the trustee of a trust established under this will is named, in the trustee's fiduciary capacity, as a beneficiary of any Plan, then notwithstanding any provision of this will to the contrary, the following provisions shall also apply to such trust: (a) The trustee shall direct that the Plan, as of my death and thereafter, distribute to the trust at least annually an amount at least equal to the minimum distribution amount required under Section 401(x)(9), 403(b)(10}, 408 (a)(6) or 408(b)(3) of the Code, as amended from time to time, and the regulations thereunder (refereed to herein as the "Minimum Required Distribution"). Any current beneficiary shall have the right to compel the trustee to -8- demand the Minimum Required Distribution from the Plan, from time to time, but no amount in excess thereof. (b) The trustee shall elect a distribution option under the Plan which allows the trustee, in its sole discretion, to accelerate distributions and to receive one or more lump sum payments from the Plan so that the trustee has flexibility to withdraw principal from the Plan. If such an option is not available under the Plan, the trustee shall take all necessary action to cause such Plan to be transferred to an individual retirement account established in the grantor's name of which the trust is a named beneficiary and which offers such flexibility an~ is qualified under Code Section 408; provided, however, that such transfer is not treated as a taxable distribution for income tax purposes. The trustee may exercise any and all options available to it under the Plan as the trustee deems necessary or proper, including the right to demand distributions from the Plan at any time. (c) The trustee shall immediately distribute any distribution received from the Plan to, or for the benefit of, the current income beneficiary upon receipt by the trustee, regardless of whether such distribution is allocated to principal for trust accounting purposes. It is the grantor's intent that the beneficiary of any such trust be treated as the "sole beneficiary" of the trust for purposes of the minimum required distribution rules applicable to any such Plan. (d) The trustee shall take all requisite action and shall submit to the administrator of the Plan all required documentation necessary to cause the current income beneficiary of his or her separate trust to be treated, to the extent possible, as a "designated beneficiary" for purposes of Sections 401(a)(9), 403(b)(10), 408(a)(6) and 408(b)(3) of the Code. -9- ARTICLE TEN GST ADMINISTRATIVE PROVISIONS § 10.1 Notwithstanding any other provision of this will: (a) If a trust created under ARTICLE FOUR of this will (the "original trust") would otherwise be partially exempt from federal generation-skipping tax after the intended allocation of GST exemption to it, then, before such intended allocation and as of the relevant valuation date under Section 2642 of the Code with respect to such allocation, the trustee may (but need not) create instead two separate trusts of equal or unequal value which shall be funded fractionally out of the available property, and which shall be identical in all other respects to the original trust, so that the allocation of GST exemption can be made to one trust which will be entirely exempt from federal generation-skipping tax. In such event, the trustee shall act within the time period specified in any applicable Treasury Regulation and in such manner as is sa specified in order to permit each trust to be recognized as a separate trust for generation-skipping transfer tax purposes. The two trusts created under this § 10.1(a) shall- have the same name as the original trust except that the trust to which the GST exemption is allocated shall have the phrase "GST exempt" added to its name, and are sometimes referred to herein as "related." As used in this will, the "GST exemption" means the exemption from federal generation-skipping tax allowed under Section 2631 of the Code. (b) If property which is held in, or is to be added or allocated to, a trust pursuant to ARTICLE FOUR of this will is subject to different treatment for any reason for purposes of the federal generation-skipping tax than other property being added or allocated to, or-also held in, that trust, then the trustee may (but need not) hold such property instead as a separate trust that is appropriately designated to distinguish it from the trust to which the property -IO- otherwise would have been allocated, but that is identical in all other respects to that trust. The identical trusts resulting from application of this § 10.1(b} are also sometimes referred to herein as "related." (c) It is my intent that the trustee shall not be required to create or administer a trust under ARTICLE FOUR of this will that is only partially exempt from federal generation-skipping tax, or to commingle property subject to different treatment for federal generation-skipping tax purposes whether because the transferors with respect to the property are assigned to different generations or otherwise. The provisions of § 10.1(a)-(c) of this will are intended to enable the trustee to avoid such situations by empowering the trustee to segregate trust property (1) that is entirely exempt from federal generation-skipping tax from trust property that is not exempt, or (2) that is otherwise treated differently from other trust property for purposes of the federal generation-skipping tax, and the provisions of § 10.1(a)-(c) of this will should be applied in a manner consistent with this intention. § 10.2 To the extent it is consistent with the trustee's fiduciary obligations, the trustee, in making discretionary distributions of net income and principal from the related trusts referred to earlier in this Article, shall take advantage of the opportunities provided by the creation of such related trusts to avoid or delay federal generation-skipping tax when making discretionary distributions, to pursue different investment strategies for those trusts, if appropriate, and to maximize the amount of trust property that eventually may be distributed to my grandchildren or more remote descendants without transfer tax of any kind at the termination of all trusts created under this will. § 10.3 The trustee may at any time merge and consolidate any related trusts under this will and thereafter administer them as a single trust hereunder, if the trustee -11- determines that maintaining the trusts as separate entities will not serve to minimize federal generation-skipping taxes. § 10.4 If any portion of a trust for the benefit of a descendant of mine, in the absence of any testamentary power of appointment granted under this will to that descendant, would immediately incur a federal generation-skipping tax upon the descendant's death as a result of a taxable termination, then in addition to any other power of appointment granted to that descendant under this will, the descendant may appoint that portion to the creditors of his or her estate. To the extent that the foregoing general power of appointment is in existence on the descendant's death, then unless the descendant directs otherwise by will, the trustee shall pay to the executor of the descendant's estate, from the portion of the trust to which the power pertains, the amount, if any, by which the estate and inheritance taxes payable in any jurisdiction by reason of the descendant's death shall be increased as a result of the inclusion of that portion in the descendant's estate for such tax purposes, as certified in writing by that executor. § 10.5 If the trustee acting under the authority of this Article is administering two or more related trusts named for a descendant of mine, then the amount subject to any power of withdrawal granted to such descendant under this will shall be determined with reference to the aggregate principal of those related trusts, but the withdrawal right shall apply to, and be satisfied first from, the trust or trusts having the highest inclusion ratio for federal generation- skipping tax purposes before applying to any trust having a lower inclusion ratio. § 10.6 No trustee who is also a beneficiary hereunder on or after the division date shall participate in exercising discretion under this Article to create separate trusts, to merge and consolidate trusts, or to allocate GST exempt and nonexempt property among trusts. If no trustee, who would qualify to exercise those discretions, is then acting, then the trustee may -12- petition a court of competent jurisdiction to appoint a corporate fiduciary as a special trustee, whose authority shall be limited to exercising those discretions. ARTICLE ELEVEN MISCELLANEOUS PROVISIONS § 11.1 Any term used in the singular or plural, or in the masculine, feminine or neuter form, shall be singular or plural, or masculine, feminine or neuter as a proper reading of this will may require. § 11.2 As used in this will, the term "Internal Revenue Code" shall mean the Internal Revenue Code of 1986, as amended from time to time, or the corresponding provision of subsequent law. § 11.3 If at the time a mandatory distribution of property from any trust created by this will would otherwise be made to a beneficiary there is in existence any trust (other than the trust from which such distribution is made) created by this will for the benefit of such beneficiary, the property otherwise to be distributed to such beneficiary shall continue in trust for the benefit of such beneficiary in accordance with the terms of the trust herein created for such beneficiary. § 11.4 Notwithstanding any other provision of this will, the general discretionary powers of the trustee are limited so that (a) no trustee shall participate in any decision regarding a discretionary distribution to that trustee personally, except to the extent governed by and made pursuant to a standard under this will that constitutes an ascertainable standard within the meaning of Section 2041 and 2514 of the Internal Revenue Code, and (b) no trustee may use trust income or principal to discharge the legal obligation of that trustee individually to support or educate a beneficiary hereunder. Furthermore, no trustee shall enter -13- into any reciprocal agreement with any other trustee for the purpose of indirectly exercising a power prohibited hereunder. § 11.5 Except as otherwise may be provided in this will, whenever the trustee is authorized or directed to distribute property "to or for the benefit of any beneficiary who is under (a) twenty-one years of age, or (h) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in the trustee's sole discretion exercised in good faith), the trustee may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by the trustee (including any trustee), under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Minors Act, may distribute such property to a guardian of such beneficiary's estate, or may distribute such property directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply), without liability on the part of the trustee to see to the application of such property. This provision shall not in anyway operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. § 11.6 Except as otherwise maybe provided in this will, during the continuance of any of the trusts created under the provisions of this will, and thereafter until the property is distributed to and received by any beneficiary hereunder, the principal sums thus held in trust for any beneficiary, respectively, and the income thereof shall not be subject to or liable for any contracts, debts, engagements, liabilities or torts of such beneficiary now or hereafter made, contracted, incurred or committed, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign or encumber all or any part of the principal sums -14- or such beneficiary's interest therein, respectively, or the income thereof, onto anticipate the income. § 11.7 An individual fiduciary shall be entitled to receive reasonable compensation for such fiduciary's services hereunder. § 11.8 A corporate fiduciary shall be entitled to receive compensation for its services hereunder in accordance with its schedule iri effect when the services are performed, but not in excess of such compensation as would be approved by a court of competent jurisdiction. § 11.9 Every successor or additional fiduciary shall have all rights, powers, privileges and duties, whether discretionary or otherwise, herein given to the original fiduciaries and shall be subject to the same reservations, limitations, terms and conditions. § 11.10 In case of the merger or consolidation of a corporate fiduciary, the resultant company shall become such fiduciary's successor without notice to any party. IN WITNESS WHEREOF, I have hereunto set my hand and seal this tb~' day of f-~6 N~ , 2007. (SEAL) V. DAVID THOS PSON -15- Signed, sealed, published and declared by the above-named V. DAVID THOMPSON as and for his last will, in the presence of us and each of us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and yeaz last above written. residing at ~b S~t~rd ~-~c ~c~ C residing at .., ~/ ,~~. re ing at Mk~ni~sb~~ P~ tfibS~b ZS fh qh I~ C'irck. ~~ .~ ~~6~2i .ST yC -16- COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CVI I, V. DAVID THOMPSON, the testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. V. DAVID TROMPS N Sworn to or affirmed and acknowledged before me by V. DAVID THOMPSON, the testator, this day of , 2007. (SEAL) How sit Notary Public SARAH N ~E N4~orY A~bMc F1AMPpEp 1W' CUMBERLMq COINr1Y My ComnM~lon EKpk~t Apr Ze, ZpiO -17- COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF Yl~l We, ~ir+z1,!«~ C~vAniscx~ ~ i Cheie -~ ~ ~^~ and ~jt~~~- m. ~r~T~, the witnesses whose names aze signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the testator was at the time 18 or more yeazs of age, of sound mind and under no constraint or undue influence. Witness Witnes ~~ Wit ess Sworn to or affirmed and subscribed to before me by 8r+e~le-.., C~ rlnison ~ i Che~e ~ - ~he~-~ and ,Ui t'rYt ~ ,witnesses, this ~ day of ~ , 2007 (SEAL) Nowluu~s~x SAR/W N ~E Ric l1M~i0EN 11MR ClMAlI~LAND COI1NlY My CannWNon 6~ir~ Ap- Z~,'O10 C~/u~L Notary Public -18- MEMORANDUM In accordance-with ARTICLE ONE of my will dated , 2007 and any codicil thereto, I, V. DAVID THOMPSON, bequeath the items of tangible personal property herein specified that I still own at the time of my death to the following beneficiaries who survive me: (1} T (2) To (3) To (4) T (5) To Date: V. DAVID THOMPSON n~oo3~ao-~~ IN RE: : iN THE COURT OF COMMON PLEAS ESTATE OF V. DAVID THOMPSON :CUMBERLAND COUNTY, PENNSYLVANIA A/K/A VERNON DAVID THOMPSON :ORPHANS' COURT DIVISION DECEASED : NO. 2009-01120 DISCLAIMER OF INTEREST IN ACCORDANCE WITH 20 PA C.S.A. § 6201, et seg• KNOW ALL MEN BY THESE PRESENTS, THAT: 1. V. David Thompson, a/k/a Vernon David Thompson (the "Decedent") died on November 20, 2009, leaving a Last Will and Testament that was admitted to probate by the Register of Wlls of Cumberland County, Pennsylvania (the "Will"). 2. Viola E. Thompson (the "Disclaimant") pursuant to Section 6201 et seg. of the Probate, Estates and Fiduciaries Code, Pa. C.S.A, 6201-6207, and the common law of the Commonwealth of Pennsylvania, irrevocably disclaims and renounces her entitlement to the residue of the estate, as set forth in Article 2 (§2.1} of the Decedent's Will. She has not received any distribution from the estate. 3. This Disclaimer shall be filed with the Clerk of the Orphans' Court of Cumberland County, Pennsylvania, and a copy delivered to Daniel P. Thompson and Stephen J. Thompson, the Executors of the Decedent's Estate in accordance with 20 PA C.S.A. §6204. 4. The Disclaimant represents and warrants that she has not received, and is not to receive, any consideration in money or money's worth for such renunciation and disc{aimer from any person or persons whose interest is to be accelerated or increased, or from any other person or persons. IN WITNESS WHEREOF, and intending to be legally bound hereby, the Disclaimant has executed this Disclaimer this day of QA,n) uA~~, , 2010. E. THOMPSON COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF h/`'~ ~ ~• -7 On this, the ` day of ~~1.t1,l~Gt_ ~, 2010, before me, a Notary Public, the undersigned officer, personally appeare~dyUOLA E. THOMPSON, known to me (or satisfactorily proven) to be the individual who executed the foregoing instrument, and duly acknowledged to me that she executed the same for the purposes therein. IN WITNESS WHEREOF, I have F~re~rr~set my ha/5c(/ary~ offJcial seal. COMN.C! r"~'?A T ~ ;~ OF PE?<'NSYLVAMA r~~;r•E,i%t,s~ i Notary Pu Lisa S. ~ ~ ~.i'L~r, Notary Public Hampden Tc;:~,:~', C~^~erl;.nd County My cem~iscina ~ . -e r.~ ;,,,:er 12, 7011 ---=~ (SEAL) My Commission Expires: 0 o~ o~~ T ~ ? Zak m 1d z~ ~ ~T~ Qua ~~~~ n. U ~ U Z (~ ~ a N N N~ >n ~n d~ T ~n ~c ~o r~ 0 U N O V ~ O yC ^ r- ~.- __ a o = ~, c -J ~ a cNi m ~ ~'c }'~ ~ ~ nQ,~N~ ~_ g ~ ~ N p N tW~J O m O r Q `~ - Cl ~ ~ ~ N N N ~ ~ ,Q T ~ N ~ , ~ r - ^ ~ r' ~ N 80 ~ ~ ~ ° ~ ~i ~ ~ ~ ~ ~ a t ~ a a K 7 ~ t- '"' .7 V w } W W~ =w ~~ Q~ ~~ O ~~ ui ~ J ~ ~a a a as Q O LLI 0 N X Q H N h A Z L1J,r ~go w ~O~ OdJ a~2 o~~ N hc°~iU r W Ln W W /~ f.1~ ,~W W a v W t-- a w U 4 U W V. 2 ~ V W ~^ ~V ''~O ^' V ` ~.1~ .1.~ Prudential February 16, 2010 RE: The Estate of Vernon D. Thompson 7117 Salem Park Circle Mechanicsburg PA 17050 Comparable Sales October 30, 2009 $133,000 December 1, 2009 121,500 Total $254,500 /2 Estimated Value $127,250 Prudential Thompson Wood Real Estate 3815 Market street Camp Hill, PA 17011 Bus 717 761-8353 Fax 717 761-2563 info®prudentialttwr~sonwoocl.com www.prudentialthompsonwood.com ~tAn indepraxlGxry rmmcd and operated mr:rn6a of The Pnxlcntial Neal Estarc Allilial~w. qx: Report Date: November 30, 2009 LETORT MANAGEMENT & TRUST CO Time Prepared: 02:40:26 PM Requested ey. Phyllis Harmo~r Irx~rdes: Account: 20 00 8428 0 06 VERNONDA [SID THOMPSON T/A DTD 2/5/07 Account Holdings as of 11/20/2009 Cuslp No. SecurNy Name Shares /Par Investmeni Unit Price Market Value Price Date 04314H2O4 ARTISAN INTL FD R/R 519.2770 14,193.09 20.63 10,712.68 11/20/2009 105320107 BRANDYWINE R/R 284.2180 9,063.14 20.82 5,917.42 11/20/2009 108747502 BRIDGEWAY BC 35 R/R 1,835.2030 15,167.46 6.78 12,442.68 11/20/2009 172967BP5 CITiGROUP 5.625% 12 10,000.0000 10,000.00 104.208 10,420.80 11/20/2009 233203421 DFA EMG MKTS CORE EQ 267.1860 4,783.78 17.59 4,899.80 11/20/2009 233390206 DWS EQ 500 R/R 311.8470 50,18(1.00 124.03 38,678.38 11/20/2009 238080401 DAVIS NY VENT R/R 602.0660 23,542.07 30.77 16,525.54 11/20/2009 3133XGDD3 FHLB b.375% 08/19/11 10,000.0000 10,003.57 107.75 10,775.00 11/20/2009 31607A208 FIDELRY PRIME INST 5,727.4700 5,727.47 5,727.47 02/14/2008 40429XTB2 HSBC 5.4% 07N5/10 10,000.0000 10,000.00 101.479 10,147.90 11/20/2009 411511306 HARBOR INTL FD R/R 141.7400 8,852.69 55.00 7,79b.70 11/20/2009 471030241 PERKINS MID CAP VALU 196.0240 4,110.59 19.26 3,775.42 11/20/2009 481200290 JP MORGAN SM CAP GRO 355.9350 3,276.43 8.20 2,918.67 11/20/2009 693390304 PIMCO LOW DUR C/R 1,623.0500 18,225.15 10.31 16,733.65 11/20/2009 893390700 PIMCO TOTAL RTN C/C 729.1860 7,424.80 11.00 8,021.05 11/20/2009 722005820 PIMCO ALL ASSET C/C 339.9900 4,330.57 12,09 4,110.48 11/20/2009 74367CFN0 PROT LIFE 6%5113 10,000,0000 10,000.00 104.235 10,423.50 11/20/2009 884116203 THIRD AVE SM CAP R/R 834.7320 20,383.84 17.42 14,541.03 11/20/2009 922031800 VG SR FED INVESTORS 457.4570 5,000.00 11.00 b,032,03 11/20/2009 922908835 VG MID CAP IDX R/R 1,539.3940 30,649.39 15.59 23,999,15 11/20/2009 922908876 VG SM CAP INDX R/R 167.3900 5,590.32 26.02 4,355.49 11/20/2009 94904P203 WEITZ VALUE R/R 169.9980 6,186.78 23.21 3,713.55 11/20/2009 Total8ecurltlea 58,092.1620 274,676.92 233,467.39 Income Cash 0.00 0.00 Princloal Cash 0.00 0.00 Account Total 274,676.92 233,487.39 Pege 1 Report flare: November 30.2009 LETORT MANAGEMENT & TRUST CO Time Prepared: 02:40:26 PM Requested sy: Phyllis Harmon Includes: Account: 14 00 8429 0 06 VERNONDAVID THOMPSONIRA Account Holdings as of 11/20/2009 Cuslp No. Security Name Shares /Par Investment Unit Ptlce Market Value Price Date 04314H2O4 ARTISAN INTL FD R/R 55.7550 1,609.13 20.63 1,150.23 11/20/2009 10532D107 BRANDYWINE R/R 30.1100 977.30 20.82 626.89 11/20/2009 108747502 BRIDGEWAY BC 35 R/R 197.4770 1,606.12 6.78 1,338.89 11/20/2009 233203421 DFA EMG MKTS CORE EQ 28.7440 504.32 17.59 505.61 11/2012009. 233390206 DWS EQ S00 R/R 33.2170 5,479.27 124.03 4,119.90 11!20/2009 239080401 DAVIS NY VENT R/R 64.3090 2,585.87 30.77 1,978.79 11/20/2009 31607A208 FIDELITY PRIME INST 397.0500 397.05 397.05 02N4/2008 411511306 HARBOR INTL FD R/R 15.1810 965.80 55.00 834.96 11/20/2009 471030241 PERKINS MID CAP VALU 20.8940 438.5b 19.26 402.42 11/20/2009 481200290 JP MORGAN SM CAP GRO 37.6360 353.59 8.20 308.62 11/20/2009 693390304 PIMCO LOW DUR C1R 98.3390 996.18 10.31 1,013.88 11/20/2009 693390700 PIMCO TOTAL RTN C/C 36.9820 360.133 11.00 406.58 11/20/2009 722005620 PIMCO ALL ASSET C/C 17.2000 218.15 12.09 207.95 11/20/2009 684118203 THIRD AVE SM CAP R/R 89.7680 2,252.95 17.42 1,663.76 11/20/2009 921937100 VG TOT BOND MKT IDX 98.4070 977.00 10.50 1,012.27 11/20/2009 922031600 VG SR FED INVESTORS 91.7860 998.00 11.00 1,009.43 11/20/2009 922908835 VG MID CAP IDX R/R 163.2830 3,392.20 15.59 2,545.58 11/20/2009 922908878 VG SM CAP INDX R/R 17.7550 608.01 28.02 461.99 11/20/2009 94904P203 WEITZ VALUE R/R 17.0550 658.61 23.21 395.85 11/20/2009 Total Securities 1,608.9080 28,388.73 20.280.66 Income Cash 0.00 0.00 Principal Cash 0.00 0.00 Account Total 25,398.73 20,280.65 Page 1 Four Generations... CeleAraiingLife, HonoringRradiiio/`n1rys• ~ ~~ /' BOYD L. MYERS, JR., SllpBTVfSOr ~.i <AJ ~~ 7 37 E MAIN STREET Z\ ~ Q MECHANICSBURC. PENNSYLVANIA [7055 Lln6Ya1 dame, ~j1C , 1 ~ (717)7bb342] STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Charges are only for those items that you selected or that ue required. If we ue required by law or by a cemetery' or crematory to use any items, we will explain in writing below. If you sdected a funeral thu may r uire embaiming~nl with viewin u may have to pay for embohning. You do not have to pay for embalming you did not approve if yo s ted arrangements c cr t or e~diJat/e~bu[ial. If charged for embalming, we will ex lain wh below. Eor the Service of, ~/L~N ~r"V' S~~ Date of Dgath ~~ ~~ Charge to: A. CHARGE FOR SERVICES SELECTED: l - PROFESSIONAL SERVICES Services of Funeral DircctodStaff .... Embalming ...................... f~ Other preparation of body ............................ f ^'T'' ~~ SUB-TOTAL OF PROFESSIONAL SERVICES......... Al f~_ 2. FACILITIES AND SERVICES Ux of facilities and xrvices for / k -y- ~ s~ e)....... Wa viewing (Visituion .. Ux of fadtities and xrvices ~ y .......... for funeral ceremon f .. Ux of facilities and xrvices for Memorial Service ............. .'. S Ux of equipmrnt and xrvices for gravaidc sctvitt .......... ... i~ Other use of facilities - _- ~S ............................... f SUB-TOTAL OF FACILI7IESlEQUIPINENT ........... A2 3~ AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral Hr~r f 8..+ Local ............ ............... Hearse (Coker Coach) f~ Local ........................... Limousine Loral ........................... i~ Family Car ~ Local .......................... . S • Flower car or floral disposition f~"~-- Local .......................... Lead ar! y/ cu~ Local ..p.trt.e~,~"t~ .. . ff ~' . . i~ Car for rs Loral .......................... . i Out of town trataportation ........ . f~~ f _ f SUB-TOTAL OF AUTOMOTIVE EQUIPMENT...... . cry slut Other clothing f f Cremation urn ................... i (Description) OTHER f f ..... B TOTAL MERCHANDISE SELECTED.... ;........ ~ " Q v0 C. SPECIAL CHARGES: Forward'mg of remains to s (Funeral Home) Recdving of remains from f (Funeral Home) Itnmednte Burial ................. i Direct Cremation ........ . ........ f f ~- SUB-TOTAL OF SPECLAL CHARGES ................ C f D. CASH ADVANCED Oprning Grave ......... . ........ f Cemetery Equipment .............. f Lot and Deed .................... i Newspaper Notices-Local ......... f , ~~1~ '~ NetvspapecNotlces-Outoftown.... i~_UU. ~ Tekphone & Telegrams ........... i Airfare ......................... f Clergy/flus Offering .............. i Pallbeuers ...................... f Certified Copies oft J~atb • ~y f ~~` tt1~7 Certdiate .... j.~. , , !o Police Escort .................... f Flowers ........................ f ~t 2.- Vault Service Charge .............. i S s s f f f `~~ t.'O SUBTOTAL OF ADVANCES ....................... D f A3 f We charge you for our services in obtaining: (spetijy crib aQvances [bat are rnarked•up) fps' 70TAL OF PROFESSIONAL SERVICES, FACILITIES AND AUTOMOTIVE EQUIPMENT ................................... A B. CHARGE FOR MERCHANDISE SELECTED: , ,_„ Cuket ......... ........ .. i ~ (~7 (Dcscrip ton) ~ Q rw ~ ~ . ~ - T_ r.JN ~ Other Receptacle ................. i (Description) Outer burial container ............. f (Description) Acknowledgement nrds ........... Register book(s) .................. f Memory folders ................. . Prayercuds ..................... Temporary grave maker ........... f Burial clothing ................... 3 SUMMARY OF CHARGES A. Professional Services, Facilities and Equipment, and Automotive ~~ p~U~ Equipment ..................... . f 1 qD ° B. Mttcha[[disc .................... . t -~ C. Spedal Charges ................. . f ~ D. Cuh Advances ................... f _2_ ~' ~ 7 P/' ~ TOTAL OF ALL SECTIONS ........................ f ~0 ,. PAH) A7 TIME OF OR PRIOR TO ARRANGEMENTS ................................ S BALANCE DUE .................................. f R~cSON FQR EMBALM~gG If any law comet , or crematory requirements have required the purchasZ' o~any of~hc items listed above the law or requirement is explained below. .'~ 9`i ` V 1 agree that 1 have examined the items of goods and urvicet xlected above and found them to I receipt of a copy of this Stuetnent of Funeral Goods and $tkcted. ! tepresrnt that l and services xlttted. I also agree to ~aymrnt ~ LL within S signs below. A late charge of 1 • 5 "fir per mo amounting to from the date of this agrceatent. I wiB also pay to the Funeral Director all reason cosy Thox coca may include attorneys' fees, court cosy and other costs. Any additional xrvia bt considered part of this agreement and the cost thereof will be rctkcted on the fiml bill lSnq (~ - (~) (Porch WNn'E-FunmlDinxtor YELI.O' ect and ucording to the amngements 1 have requested. l acknowledge sufficient funds available for payment of the cuh price for the goods _ days. I agree to be jointly and severally liable with a one else who u wiR be applied [o tfit unpaid balance beginning ~_ days [he Funeral Director to Collect amounts 1 owe under this agreement. erchandix orderel! or regtytsted after the date of this agreement will I/ 53509 PRUDENTIAL THOMPSON WOOD REAL ESTATE INC YSTONE 3815 MARKET STREET CAMP HILL, PA 17011 60-1890/313 11/23/20Q9 (717) 761-8353 PAY TO THE STEPHEN J. THOMPSON ~ **530.00 ORDER OF Five Hundred Thirty and 00/100******"`*"*"****'""`************************..***********,~***************,..**************~*«. DOLLARS STEPHEN J THOMPSON oPERATtn1e AccouwT 2108 WEST COVENTRY LN ENOLA, PA 17025 as a ~~;~ f~ q MEMO F~ ~°QF / ~ry'O yF' )~'0 5 3 50 9u' ~:0 3 i 3 i8 90 7~: .i ? 1000 ~ 2 ?0)i' ~S~s T4N~ ~~.~~~U b~~~~- z~~ ~ ,. C c~-a -~,4.~, g P~.s ~~ s~ 3 A~7A2 S~f~S ~~v ~~ ~- ~ S~ ~' West Shore Country Ctub 100 Brenhvater Road Camp Hill, PA 17011 Phone: 717-761-4530 Fax: 717-761-7234 CNerd/Organization PO # ~ Category t3ooking Contact Thompson, Vi ~ 33006 I i Reception Vi Thompson, 'i'3767 Vi Thompson, T2767 Thompson, Vi 3815 Market Street Camp Hiil, PA 17011 Banquet Invoice Thompson Memorial Tuesday, Noven:ber 24, 2009 1 Call Brands Open Bar -Billed on Consumption ®1,250.00 1,250.00 75 3:OOpm - 4:30pm -Light Hors d'oeuvre Reception Package cQ 19.50 1,462.50 Subtotal $2,712.50 Serv Chg $542.50 Taxes $87.75 Total $3,342.75 Paid $0.00 Balance $3,342.75 Please remit the "Total Balance Due" within 10 days of receiving this invoice Send Check with fuA amount to West Shore Country Club, 100 Brentwater Road, Camp Hl/l, PA, 17011. For any questions concerning this invoice, please reference the PO #. Thank you jor this opportunity to serve you. We appreciate your business. 11R5l2009 02:38 pm West Shore Country Club Page 1 0[ 1 .. .. ... RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FRRNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 THOMPSON V DAVID Estate File No.: 2009-01120 Paid By Remarks: DANIEL P THOMPSON CJ Receipt Distribution Receipt Date: 12/03/2009 Receipt Time: 09:44:38 Receipt No.: 1059142 Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 760.00 CUMBERLAND COUNTY GENERAL FUN WILL 15.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 12.00 CUMBERLAND COUNTY GENERAL FUN JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5.00 ---------- CUMBERLAND COUNTY GENERAL FUN --- Check# 3362 --- $807.00 Total Received......... $807.00 I _~ •- W o OIa °~ ~' ~ M '" F- N ~ ~ ~ Q~. N C ~Q aa~s~tH ~ ar • , fy~•~;,4 ~ ~' ti' F~~`~ : ~_ co ,. ~~ ~: _a ~ ,_ ~< . ° tT :~~, ~ - -~. `~ ~ °° v a t a :i rc -- m 0 M agY~ ~gd °~~ls ~~:~ W J _3= ~ ~ W __~t~j4~ =N ~M --~ZN~ ±W~W~ N~ ^OU~ti C? O 'r D -z _~~~a s~~=J W O t/~ r`mmVJ l~~Z4 vc.~Oc~