HomeMy WebLinkAbout01-13-10 (3)~ ~ r
15056041125
REV-15 0 0 EX (06-05) OFFICIAL
PA Department of Revenue USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
PO BOx 280601 2 1 0 9 1 0 2 5
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENt INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 8 2 2 2 9 2 0 6 1 0 2 8 2 0 0 9 0 7 2 9 1 9 2 9
Decedent's Last Name Suffix Decedent's First Name MI
T H O M P S O N MAR T H A E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
N A
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
4. Limited Estate
~
4a. Future Interest Compromise (date of
~ prior to 12-13-82)
5. Federal Estate Tax Return Required
OX
6. Decedent Died Testate
(Attach Copy of Will)
~ death after 12-12-82)
7. Decedent Maintained a Living Trust
A
0
8. Total Number of Safe Deposit Boxes
9
Litigation Proceed
R
i (
ttach Copy of Trust)
.
s
ece
ved ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O) -
cvRRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
S C O T T WM O R R I S O N E S Q 7 1 7 5 8 2 2 3 0 0
Firm Name (If Applicable)
First line of address
6 W E S T M A I N S T R E E T
Second line of address
P O B O X 2 3 2
City or Post Office State
N E W B L O O M F I E L D pA
Correspondent's a-mail address:
ZIP Code
REGISTER O~.~IVILLS USE O
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v~~ursr penaiues yr pequry, i aeaare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~ DATE /~ a2 ~'' o
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SIGNA
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THAN REPRESENTATIVE
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6 st Main treet New Bloomfield PA 17068
PLEASE USE ORIGINAL FORM ONLY
Slde 1
15056041125 15056041125
J
15056042126
REV-1500 EX Decedent's Social Security Number
1 8 2 2 2 9 2 0 6
Martha E Thom son
Decedent's Name•
RECAPITULATION
1. Real estate (Schedule A) ...•.••••••••••••••••••••••••••••••••••• 1'
2 9 0 0 0 0 0
2. Stocks and Bonds (Schedule B) .•.••••••••••••••••••••••••••••••• 2
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) . • .... • • • • • • • • • • • • • • • • • • 4•
1 9 1 0 0 0 9 8
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6•
7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property
t
d
R
~
7
.......
e
eques
Separate Billing
(Schedule G) .
$ 2 2 0 0 0 0 9 8
8. Total Gross Assets (total Linesl-7) •••••••••••••••••••••••••••
9 1 9 5 2 1 0 5
9. Funeral Expenses & Administrative Costs (Schedule H) ........ ...... . .
3 3 3 9 2 5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... ....... .. 10.
11 2 2 8 6 0 3 0
11. Total Deductions (totalLines9&10) •••••••••••••••••• •••••••
.
••
12. Net Value of Estate(Line8minusLine11) .••••••••••••••• •••••••
12
••
1 9 7 1 4
0
6
8
Charitable and Governmental Bequests/Sec 9113 Trusts for which
13
.
an election to tax has not been made (Schedule J) ......... ....... .. 13.
1 9 7 1 4 0 6 8
14.
14. Net Value Subject to Tax (Line 12 minus Line 13) .. • • • • • •
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 Q 0 0 15 0 0 0
(a)(1.2) X •0 .
16. Amount of Line 14 taxable 1 9 '7 1 4 0 6 8 16 8 8 7 1 3 3
at lineal rate X •045
17. Amount of Line 14 taxable 0 0 0 17• 0 0 0
at sibling rate X .12
18. Amount of Line 14 taxable
0
0 0
1 g 0 0 0
at collateral rate X .15 •
8 8 7 1 3 3
19. Tax Due ...................................... .......
19.
...
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
15056042126 15056042126 J
REV-1500 E~C Page 3
File Number
Decedent's Complete Address: 1025
DECEDENT'S NAME
Martha E. Thom son
STREET ADDRESS
317 Messiah Circle
CITY STATE
Mechanicsburg ZIP
PA 17055
Tax Payments and Credits:
1• Tax Due (Page 2 Line 19)
(1)
2. Credits/Payments 8,871.3
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 443.57
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable 443.5 i
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT 0.0C
.
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.0(
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
8,427.7E
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56)
8,427 7E
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: Yes No
a. retain the use or income of the property transferred : ......................................................... ^ Q
.............
b. retain the right to designate who shall use the property transferred or its income; ............................... ^
c. retain a reversionary interest; or ................................................................................................
d. receive the promise for life of either payments, benefits or care? ....................................... ^
^ Q
................
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ........................................
.............. ^
,,,..,..,....
....................
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? .........
^ Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. ^ 0
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 July 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)].
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 the 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. §9116(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)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV~150~ EX + (6-9F~)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDrlL.E B
STOCKS & BONDS
FILE NUMBER
Martha E. Thompson 1025
Atl property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 • 2 shares of Bank of Landisburg stock
TOTAL (Also enter on line 2, Recapitulation) ~ a
VALUE AT DATE
OF DEATH
29,000.0(
29,000.0(
(If more space is needed, insert additional sheets of the same size)
REV-1508 SEX + (6-98)
r
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
IN RESIDENTEDECEDENTRN PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Martha E. Thompson
1025
Include the proceeds of litigation and the date the proceeds were n;ceived by the estate
.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
7
Th
B
k
f OF DEATH
. e
an
o
Landisburg CD #700015927
25,233.0E
2. The Bank of Landisburg CD#700015928
20,082.6:
3. The Bank of Landisburg CD#700021194
10,005.5
4. The Bank of Landisburg CD#700021195
10,005.5
5. The Bank of Landisburg CD#700021196
10,005.5
6. The Bank of Landisburg Money Market Account #3721833
1,122.4E
7. PNC Checking Account #5004168321
3,656.44
8. Members 1st Federal Credit Union Savings Account #344087-00
5.0(
9. Members 1st Federal Credit Union Certificate of Deposit #344087-40
20,722 2~
10. Sovereign Premier Checking Account #0711131473
20.OC
11. Sovereign CD#1685547752
10,208.2
12. Sovereign CD#1685547760
10,339.3
13. Citizens Bank Circle Gold Checking Account #6223533814
20.0
14. Citizens Bank Certificate of Deposit #6255533159
10,210.3E
15. I ntegrity time deposits
40,825.OC
16. Metro Bank Time Deposit Account #1701500
10,304.17
TOTAL (Also enter on line 5, Recapitulation) S A„~
~v~
(If more space is needed, insert additional sheets of the same size)
. ~ Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Martha E. Thompson
Decedent's Name 21 09 1025
Page 1
File Number
Schedule E -Cash, Bank Deposits, & Misc. Personal Property
ITEM
NUMBER DESCRIPTION VALUE AT DATE
~ 7. M&T Bank Certificate of Deposit #31003911176210 OF DEATH
7,739.5E
18. HDIS -returned supplies
206.34
19. FIA Card Services -returned clothes to Haband 87 4F
20. Giant Food - Returned personal care items
74.3;
21. Walmart -returned vitamin supplements 31.6F
22. Cash
96.0(
SUBTOTAL SCHEDULE E 8,235.41
GRAND TOTAL SCHEDULE E 3 191,000.9
REV-1511' EX + (1 ~-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN
RCCIIlCA1T 11Gf~Gflcw~T A~MINI~TReTIV~ rneTc
ESTATE OF FILE NUMBER
Martha E. Thompson 1025
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A• FUNERAL EXPENSES:
1. Malpezzi Funeral Home 9,921.31
B. ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State _ Zip
Year(s) Commission Paid:
2. Attorney Fees Scott W. Morrison 8,800.OC
3. Family Exemption: (If decedents address is not the same as claimants, attach explanation)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
4• Probate Fees Glenda Farner Strasbaugh 416.OC
5 Accountants Fees
6. Tax Return Preparer's Fees
7• Cumberland Law Journal -estate advertising 75.OC
8. The Sentinel -estate advertising 293.74
9. Cumberland County Register of Wills -filing 15.OC
TOTAL (Also enter on line 9, Recapitulation) I S
19,521 0~
(If more space ~s needed, insert add~onal sheets of the same size)
REV-1512 EX + (12-03)
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT ~
ESTATE OF FILE NUMBER
Martha E. Thompson 1025
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, Messiah Village -Room rental 2,606.8
2. Verizon Wireless -cell phone bill 53.8F
3. I FIA Card Services -credit card bill ~ 246.8C
4. Landisburg Bank -check printing fee 13.0C
5. Messiah Village Endowment Fund -funeral service 250.OC
6. Reverend Lady -funeral music 50.OC
7. Nancy M. Pantle -reimbursement for funeral flowers 90.0 i
8. (Diane K. Helwig -reimbursement for shipping costs ~ 28.5E
TOTAL (Also enter on line 10, Recapitulation) I S 3,339
(If more space is needed, insert additional sheets of the same size)
F~EV-1513 EX + (g-00) j
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Martha E. Thom son 1025
RELATIONSHIP TO DECEDENT AMOUNT OR SH
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
1. Nancy M. Anderson, n/k/a, Nancy M. Pantle Lineal
396 Buena Vista Drive
Martinsburg, VA 25405
2. Diane K. Halterman, n/k/a, Diane K. Helwig Lineal
140 Robson Road
Dillsburg, PA 17019
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I S
(If more space Is needed, insert additional sheets of the same size)
~.
~ ~ 1
LAST WILL AND TESTAMENT
OF
MARTHA E. THOMPSON
I, MARTHA E. THOMPSON of 4 Sherwood Drive, Carlisle, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding do hereby make, publish, and declare this my
Last Will and Testament, hereby expressly revoking all other writings
in nature testamentary by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD: I hereby give, bequeath and devise all the rest
and residue of my estates-and property, real, personal and mixed,
of whatsoever nature and wheresoever situated, of which I may
own at the time of my death, or to which I may be entitled or
of which I may have the right to dispose at the time of my death,
to my two Daughters, Nancy M. Anderson and Diane K. Halterman,
in equal shares.
FOURTH: I hereby appoint my two Daughters, Nancy M. Anderson
and Diane K. Halterman as Executrices of this, my Last Will and
Testament, and I direct that they shall not be required to give
bond or other security in any jurisdiction wherein proceedings
. _~,
._ _ ( SEAL )
MARTHA E. THOMPSON
Page one of two
r ~~
may be held in connection with my estate.
IN WITNESS WHEREOF, I have.. hereunto set my hand and seal
this 4th day of November, 1996.
WI'T,NE S S : `
,~~,
-~;
~c~ ..
THA E. THOMPSON
..J; , ,,~
C`L'
.,~~ `~
-~ _ (SEAL)
/~~~~~' ~~dP~S~ noX',~pn~~' ~~nf/e
~Ja,~fias ~~r~~1~1/, ~a, ~5~ot,~
39'(~ (eve ~a 1/i5fa i
~ian~ /~~~i~/ ~rarl nom Mane ~e~tv~G--
l ~v ~ d ~o~ Apo ~ ~l ~, I/s 6~~~, P~ ~~~~q
Page two of two
~ ~ ~
f.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
November 16, 2009
SCOTT W MORRISON ESQUIRE
6 WEST MAIN STREET
PO BOX 232
NEW BLOOMFIELD PA 17068
Re: MARTHA E THOMPSON
SSN: 182-22-9206
Dear Attorney Morrison:
Pursuant to your letter dated November 03, 2009, the Department of
Public Welfare (DPW), Estate Recovery Program, has reviewed the information
you provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department's
Estate Recovery Program will not seek any recovery from this estate. If your
client applied for Medical Assistance and had an application and/or hearing
pending at the time of death, please advise us and provide any additional
information that may affect a recovery by our Department.
If you have any questions, please feel free to contact me.
Sincerely,
I
Carole A~ Procope
Recovery Section Manager
(717)772-6604
The (~an~of Landisbur~~ ESTABLISHED 1903
P.O. BOX 179 • LANDISBURG, PA 17040
December 04, 2009
Scott W. Morrison, Esquire
Center Square
PO Box 232
New Bloomfield, PA 17068
RE: Estate of Martha E Thompson
Date of Death: October 28, 2009
SS#: 182-22-9206
Dear Sir:
The information you requested is as follows. Please note the accounts were sole ownership and have
been closed as of November 09, 2009 by the both Executrix. On November 13, 2009 an estate account
was started with the proceeds from all closed accounts.
Date Account
Opened Account
Number ape of
Account Balance Prior
to Interest Interest
Bearing/Rate Accrued
Interest
02/15/2005 700015927 CD $25,000.00 4.10% $233.08
02/15/2005 700015928 CD $20,000.00 2.90% $82.63
12/01/2008 700021194 CD $10,000.00 4.04% $5.53
i 2/01/2008 700021195 CD ~ $10,000.00 4.04% $5.53
12/01/2008 700021196 CD $10,000.00 4.04% $5.53
11/03/2007 3721833 Money Market $1,122.34 0.01% $0.12
11/13/2009 3725421 Reg Checking $169,915.23 NA NA
If I can be of further assistance, please advise.
Very truly yours, ~' ~1..EAS~ / vd T~ ' Tl~ jS ~ ~.C4 flNl LU/4,$ d P~N~~
f~~TE~R ~flhTi~fl T}~~mPSdiJ 'S ~~f~T~l To
Connie L Welcomer
Q~ t~s~ a ~)s ~ N ~s~-~TF ~9c co vti~- ~ v~vo,~
cc: Decedent's folder FiQ4r-'j /~'~/~ dT~~~ ~CCDU/1rTS C~i~cd/~ ~/e1~~ T~
~f~R ,D ~~1~T~~ ~t,~~RE. yll~T/Y,~R/Ju//I~ ,i9/~'D ,~~'`'B.Si'TE~
• /IVTD T/t I S /~ ~~ Ui(1 T.
~~~~
LANDISBURG - 717-789-3213 BLAIN - 536-3118 SHERMANS DALE - 582-8511
~~
~ ~
December 1, 2009
Scott W Morrison, Esq.
Center Sq
P O Box 232
New Bloomfield, Pa i 7068
RE: Martha E Thompson
SSN: 182-22-9206
DOD: 10-28-2009
Dear Mr. Morrison:
In response to your~request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account # 5004168321 Established: 08-14-2003
MARTHA E THOMPSON
DOD balance: $ 3,656.44 + 0.00 accrued interest
Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and
Savings). We do not process any financial transactions or provide statements. If you need assistance with
any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 1 of 1
St
MEMBERS 1St
FEDERAL CREDIT UNION
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Estate of: MARTHA THOMPSON
Date of Death: 10/28/2009
Social Security Number: 182-22-9206
344087-00
12/02/2008
$5.00
$.00
$5.00
None
344087-40
12/02/2008
$20,662.15
$60.07
$20, 722.22
None
M ERS 1ST FEDERAL CREDIT UNION
Q ~ ` ~~..~....
Danielle A. line
Insurance Services Specialist
November 17, 2009
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
Sovereign Bank
ESTATE OF Martha E Thompson
SOCIAL SECURITY #: 182-22-9206
DATE OF DEATH: October 28, 2009
Account #: 0711131473 Type Premier Checking Open date: 12/2/2008
In the name of: Martha E Thompson
Date of Death Balance: $20.00
Int.(YTD) from 1/1/2009 to 10/28/2009 $0.00
Accrued interest to date of death: $0.00
Other Info: Closed 11/9/09
Account #: 1685547752 Type: CD Open date 12/2/2008
In the name of: Martha E Thompson
Date of Death Balance: $10,198.98
Int.(YTD) from 1 /1 /2009 to 9/30/2009 $173.53
Accrued interest to date of death: $9.24
Other Info: Closed 11 /9/09
Account #: 1685547760 Type: CD Open date: 12/2/2008
In the name of: Martha E Thompson
Date of Death Balance $10,309.14
Int.(YTD) from 1/1/2009 to 9/30/2009 $279.87
Accrued interest to date of death: $30.19
Other Info: Closed 11/9/09
Page 1 of 1
a ~
~~ Citizens Bank
12/04/2009
Scott Morrison, Esq
POBox232
New Bloomfield PA 17068
2001 Market Street, Suite 600
Philadelphia, PA 19103
Please be advised that MARTHA E THOMPSON, SSN: 182-22-9206 passed
away on October 28th 2009. At the time of her passing she had two accounts at Citizens
Bank:
Circle Cold Checking Account # 6223533814. The balance in this account on October
28th was $20.05.
Certificate of Deposit # 6255533159 had a balance of $10,210.38 on October 28th
She had no other accounts with our institution.
Please feel free to co ct me further with any other requests
i~".
Corv C Schaffer
Branch Manager - PA 291
Camp Hill
717 731. 4848
~€ RBS
•. .
,.
Integrity
B A N K
November 17, 2009
Re: Martha E Thompson
Dear Scott,
On October 28, 2009, Ms. Thompson had a total of four time
deposits. Each time deposit had, as a current balance
$10,195.76. Each also had $10.49 accrued interest.
All four time deposits were only in Martha's name.
Please let me know if there is anything else /can do for you,
Scott.
Melissa Humer
Assistant Manager
Camp Hill Branch
3345 Market Street, Camp Hill, PA 17011 • Phone: 717-920-4900.877-I-HAVEIT • Fax: 717-920-4904 • www. integritybankonline.com
•
'METRO
BANK
3801 Paxton Street
Harrisburg • PA • 17111
mymetrobank.com
888.937.0004
December 4, 2009
Law Offices of Scott W. Morrison
P.O. Box 232
New Bloomfield, PA 17068
RE: Estate of: Martha E. Thompson
Tax Identification Number: 182-22-9206
Date of Death: October 28, 2009
To Whom It May Concern:
This letter is in reference to decedent account information you requested for the individual
listed above.
We are able to provide the following:
Account Type: Time Deposit
Account Number: 1701500
Date Opened: 12/02/2008
Date Closed: 11,/06/2004
Primary Owner: Martha E. Thompson
Date of Death Balance: $10304.17
Accrued Interest: $25.53
Principal Balance: $10278.64
Please feel free to contact me at (717) 412-6127 if I may be of further assistance.
Sincerely,
Diana Reynolds
Metro Bank
Research Associate/Deposit Services
r r
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Scott W. Morrison
Center Square
PO Box 232
New Bloomfield, PA 17068
Re: Estate of: Martha E Thom son
Social Security: 182-22-9206
Date of Death: October 28 2009
Dear Sir or Madam:
Phone (888)502-4349
Fax (302)934-2955
November 25, 2009
Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the
following:
1. Type of Account
Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Accrued Interest
Total
Certificate of Deposit
31003911176210
Martha E Thompson
09/14/96 closed 11/09/09
$ 7734.96
$ 4.60
- - -
$ 7739.56
Please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please provide
us with an account number and/or name of any possible joint account holder. For any additional information on the
above accounts, including ownership and any changes, closures and/or reimbursement of fun
our Carlisle Pike Branch, 6560 Carlisle Pike suite 500, Mechanicsburg, PA 17050. Office # 71 95-1710 conta~
Sincerely,
rissa Sears
Adjustment Services
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DM