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Home My WebLink About02-0853 PETITI N FOR PROBATE and GRANT OF LETTERS Estate of also known as James E. Thompson No.21-02- Rc;3 To Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 174-20-175 The petition of the undersigned resp ctfully represents that: Your petitioner(s), who is/are 18 ye s of age or older and the executrix in the last will of the above decedent, ated Aug. 15, 2002 and codicil(s) dated N/A named evenat cIrcumstances, e.g. renUnCIatIOn, o executor, etc. Decedent was domiciled at death in Cumberland his last family or p . ncipal residence at Borough of Carlisle, Carlisle, Penns lvania County, Pennsylvania, with 247 Lincoln Street, ( 1St street, num 74 Sept.lO,2002 Decedent at death owned property wi (If domiciled in Pa.) (Ifnot domiciled in Pa.) (If not domiciled in Pa.) Value of real estate in Pennsylvania situated as follows: estimated values as follows: All personal property Personal property in Pennsylvania Personal property in County $ unestimated $ $ $ unestimated WHEREFORE, petitioner(s) respe tfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of Ie ters testamentary (testamentary; admmlstratlOn c.I.a.; admmlstratlOn d.b.n.c.t.a.) COMMONWEATLH OF PENNS COUNTY OF CUMBE The petitioner(s) above-named sw arCs) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the ko wledge aud belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petiti ner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~p~~ ~ ./ before me this 1 9thday of / September, 2002 \-:}. -x-q.IU No. ;1J-02-?,53 Estate of James E. Thompson , Deceased DEe E OF PROBATE AND GRANT OF LETTERS AND NOW SEPTEMBER 20, 2002in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREE that the instrument(s) dated_Aug. 15,2002 described there' be admitted to probate and filed of record as the last will of James E. Thompson and Letters Tes mentary are hereby gran ed to Brenda M. Alton FEES Probate, Letter ,Etc. $ 1 1 5 . 00 Short Certifica sQt>(2)$ 6.00 x~0illtiOn= tra f$tges 0 jcp $ 5.00 Tot 1_$ 120.00 Filed........~.::.?. .:-.t.9.!!.?.......... called tty 9-20-2002 ~"'\ (lfu,1/tt .f'.I",,"1l '~:;:. Register of Wills '. () Robert M. Frey 06274 ATTORNEY (Sup. Ct. J.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE ;..:' d ;'-,; '.0 =; lil05.805 REV 918(, This is to certify that the informati n here given is cortectly copied from an original certificate of death du!y filed with me as Local Registrar. The original certifi ate will be forwarded to the Stare Viral Records Office for permanent !thng. WARNING: t is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, .00 11,,11"""'"'''''''''''' ",,"';"~\.1" OF pr!i....; /~~*...._~.. .~.i;~\ f~~r,~ \~l ~~.~~.M- I~~ ~ * -- .' ,",' - -,; * ~ \ __ _' __ 0 I ,~ ...* -'-,.:.;-.~- ~" '\.:;..c:I! ',- - ~,l '- :'~!MEN11l' ~;"'" >'1"",,,/111111 ~~. ~~.. ..~-\-.~..~, - Local Registrar P 8608 83 SEP 1 5 2002 No. Date "n05.10&3Rw.2fI1 COM ONWEALTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH " 74 v... son UHDIEAIOIlr -j- '" .. M SWI""~_IA SOC'.....SECUI'1lTYNUlolKII .. 174 - 20 1752 .. "Ls.- PA ru.Alt.'4.STAruS.~ "....."'-"'O'WIIIoooM. "- -- (Uor$~l ,.. Widowed 1",.0-'__110 OAJIlOP'OUiI'tI_.I>>t.._1 .. 9/10/2002 " , NAWEOI'oeC~OElfl"lf"'_ _. L_l ,. Jaroos E. AGI!:(lftIIk1h<My) UHOERlYUIl - .... OAJEOFIIlRTH -.~.-I lIIRTtftAC;EtC.tr_ SUO'orf.........eo.r.r" PL-'CEOFOEATHIC~""",,,,,,,, __....__ ttOSPlW., '-'*"lli I!~_O :"1'10 2/6/1927 Carlisle, PA ,. ...fTYNl\MIf;jlI"""-._......_.......-, CQUNTYOFOVCIlt =."""" "''''''. ~l QECEllEKt. usu..... ";...;.::'~~'='.::::'.I.a"" " Maintenance Worker CEc:EDI!HT'SMAlUHGIlOORIES8lStr....C~. ...z..CocIc\ Carlisle Bore. ......,.w r ~s e orks Depa 0Et1!0EHl"5 "'- IlESlOENCI" - -- rlisle Regional Medical Center 'oW.SOECl:DEHTYERItl OECl:OI!rrrSEOUCAfIOH U,S.,l/NEDF(lIlCIS? .....0....13 ........"""'" l.......___ Cumberland .~ "" - .-. Cumberland -.roIp? 1U.gJ:':"~=oI warHEA-SIUoNElf;r.._.....,.,.~ t.. Hattie l'o:>re INFORMANT" MAlU<<)AODAESS~Cilyo'bon."".lipCollil) 2012 Green Str.. IIarrisbu ,PA 17102 ~OF .........ofc.-.y.~ LOCR1OH'~~.ZII'c- ._- 21o.Union Canetery NNoIEAHOADORf:SSOFMCIUTY in Brothers Funeral Hare ~/h"COi979 dE - ~CASEIlEFEIlREDlOMEOlCAl.EltAMtHE ...0 - 247 Linroln Str. I" PA FRWER"$NAaolE~""_.~1IIII t.. Robert n 1frIFORMANT'1fAMl!(f"f1*P1inll Brenda M. Alton Carlisle - "''''''''" - - ~D __,-,__0 ",.. Carlisle, PA 17013 ..\W\CO~ -~ Carlisle PA 17013 omSlGM.O "'-1-/0~()2 - OJ ... ,~- '-- ~--- , I ~ ... 17.",,"~ E_...._.......or~_.......-l WMonIf__""Hal_ N.RTlt: OIMr...ilanl__.............IO_.lM ....~."....~-.-.....~I. . OUE'IOlOA.IoSA ""''''''''' I. ouefDlOA.IoSA OUEtaOFl: OUElOlOAASA ""''''''''' WEAE AU'lOPSY F"fDlHGS MANHER OF .-......~1'RIOI'I1O COMPI.E11OHOFC.AUSI: O#'DEArH'l' -..- - EOFlI'LAlRY (t.IcnrI.Oay.~ lllAEOF-\KJI.lJ\'t' - o o DI'!..ACEOF'NJlN'IY.A1"""'............_.I"""""._... buIIdinO....,-~ _. ... -- ...0 ~)( ..... CouIlI___ ... cvn~,cr--....,._ .CUIT1r:YlIIGP1IYSIClAH~""....._c...,of\on9~d__ 'ht1rM_......,--"....._............_lO.........M{Sj ft. -'DI(;AL lXA1IImlf.RICORONEA an.......Iis"'..amlnallQl>.ndJorl......ff9.0IIon.Ifl"'yopln. ......,..,...fl.'...... 'II. fl(.<:.I","fV..R:~SlG"'.o;f~.IoNC I;), I H.. liD I u. 21-02-853 LAST WILL AND TESTAMENT . OF JAM~. THOMPSON I, JAMES i. TH MPSON, widower, of 247 Lincoln Street in the Borough of Carlisle, Cumberland Cou6ty, Penn ylvania, being of sound and disposing mind, memory and understanding, do hereby ake, publish and declare this as and for my Last Will and Testament, hereby revoking and maki g void any and all Wills by me at any time heretofore made, 1, I d' ct that my funeral services be conducted by Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, PA 17013, in accordance with arrangements which I have made and paid for at e funeral home, and that my body be interred beside that of my wife on my burial lot located in Un on Cemetery at carlisle, Pennsylvania 2.. I d' ct that all inheritance, transfer, succession, estate and gift taxes which may be payable on accoun of my death shall be paid from the residue of my estate regardless of whether the assets upon w ich such taxes are based are included in my probate estate, 3, I gi e and bequeath all guns and ftrearms and equipment relating to them to my son, NORMAN L. TH MPSON and my grandson, BART ANTHONY HIKMAN, to be divided between them as th y may agree and in the event they fail to agree on a division, then to be divided between them as m Executrix shall deem fair and reasonable, 4. All f the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same ay be situate, I give, devise and bequeath to my daughter BRENDA M, ALTON, and my son NO L. THOMPSON, their heirs and assigns, provided each of them shall survive me by a perio of ninety (90) days, but should either of them fail to so survive me then the share such deceased ch Id of mine would have received shall pass to such to his or her issue as shall survive me by a perio of ninety (90) days, their heirs and assigns, and if there be no such issue, the same shall lapse nd be added to the share of my other child, per stirpes, 5, It is y request that all items of personal property not otherwise disposed of and which are included in t e residue of my estate shall be divided between my said daughter and said son as they may agree d those items not desired shall be sold by my Executrix and the proceeds of such sales shal be included in the residue of my estate. 6, I he by nominate, constitute and appoint my daughter BRENDA M, ALTON, of 2012 Green S eet, Harrisburg, PA 17102, as Executrix of this my Last Will and Testament, but should she redecease me or fail to qualify, or cease serving as such, then in such event, I nominate, constitut and appoint my son, NORMAN L. THOMPSON, of 1619 Big Ben Drive, Killeen, Texas 7654 ,as alternate or successor Executor, I further direct that neither of them shall be required to p st any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsyl ania or in any other jurisdiction, IN WITNESS REOF, I have hereunto set my hand and seal to this my Last Will and Testament written on one ( ) page, this / ~day of August, 2002, (SEAL) Signed, sealed, pub 'shed, and declared by JAMRcvn, THOMPSON the Testator above named, as and for his Last ill and Testament, in our p~~ce, who, in his presence. at his reauest. REGIST R OF WILLS OF CUMBERLAND COUNTY ATH OF SUBSCRIBING WITNESS 21 02 853 ~WlotIX (each) a subscribing wit ess to the will presented herewith~ (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw JAMES E: TH PSON the testa! or , sign t e same and that he signed as a witness at the reqUest of testat or i his presence and (in the presence of each oth,er) (in the presence of the other subscribing witness es)). ~k, r>~ \ Sworn to or affirmed and subscribed before me this 19th day of Se tember, 2002 ~ Robert M. Frey. ) (Name 5 S. Hanover Street, Carlisle PA 17013 (Address) (Name) (Address) _u REoISTE__ OAT OF WILLS OF OF NON-SU ribed before day of 19 (Name) (Address) Register (Name) (Address) REGIST R OF WIL OF ATH OF S S codiel (each) a subscribing wit ess to the will presen law, depose(s) and say(s) that the testat e same and that reqUest of testat in h other subscribing witness( s)). Sworn to or me this Register ING WITNESS herewith,__ (each) being duly qua' 'ed according to pr t and saw signed as a witness at h,er) (in the presence of the (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OAT OF NON-SUBSCRIBING WITNESS 21 02 853 Robert L. ing (each) a subscriber hereto, (each) being duly. qualified according to law, depose(s) and say(s) that he is familiar with the signature of James E. Thompson ". x~l testat or of (one of t e subscribing witnesses to) the will that he presented herewith and .~~ believes the signature on the will is in the handwriting of James EI, Th mpson to the best of his nowledge and belief. Sworn to or affirmed and su 20th {" w~nq (Name) 630 S. Hanover, Ca (Address) 17013 (Name) (Address) cP- CER IFICATION OF NOTI E UNDER RULE 5.6 a Name of Decedent: JAMES E. THOMPSON Date of Death: Sept mber 10, 2002 Will No. To the Register: Admin.No. 21-02-0853 I certify that n tice of (beneficial Interest) estate administration required by Rule 5.6(a) of the rphans' Court Rules was served on or mailed to the following beneficiari s of the above-captioned estate on: October 9, 2002 Name Brenda M. Alton Norman L. Thompson Bart Anthony Hikman Address 2012 Green Street, Harrisburg PA 17102 1619 Big Ben Drive, Killeen TX 76542 4400 Moravia Drive, Apt. #10, Baltimore MD 21206 Notice has now bee given to all persons entitled thereto under Rule 5.6)a) except NO EXCEP IONS Date: October 9, 20 2 "~' p Name: Address: ~~.'J.-J Signature Robert M. Frey 5 South Hanover Street Carlisle. Pennsylvania 17013 Capacity:_Personal Representative -.XCounsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INOIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128~0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004170 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $3,000.00 ESTATE INFORMATION: SSN: 174-20-1752 FILE NUMBER: 2102-0853 DECEDENT NAME: THOMPSON JAMES E DATE OF PAYMENT: 07/16/2004 POSTMARK DATE: 07/1 6/2004 COUNTY: CUMBERLAND DATE OF DEATH: 09/10/2002 TOTAL AMOUNT PAID: $3,000.00 REMARKS: CHECK# 112 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of THOMPSON JAMES E File Number: 2002-00853 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 9/10/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STP~ASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: THOMPSON, JAMES E. Date of Death: September 10, 2002 Will No. Admin. No. 21-02-0853 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ( ) No ( X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 2004 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes ( ) No (). (b) The separate Orphans' Court no. (if any) for the personal representative's account is:. (c) Did the personal representative state an account informally to the parties in interest? Yes (X) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Aught 9, 200~ ~ ~ Signature Robert M. Frey Name (Please type or print) ~ ~ ~ ± ~ 5 South Hanover Street · · -~ ~ Carlisle, Pa 17013 ~ ~ Address (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative OO MONWE^LTNOF REV' 1500 PENNSYLVANIA DE T. 28o o INHERITANCE TAX RETURN RESIDENT DECEDENT (~S~ FIRST, AND M~DDLE iNiTiAL) SOCIAL SECURI~ NUMBER = DEATH (MM-DD-Y~R) DAT~ BIRTH (MM-DD*Y~R T~s R~TURN MUS~ aE F~L~Dia TH~ - REGISTER OF E (~S~ RRS% AND MIDDLE INIT~AL) SOCIAL SECURt~ NUMBER ~ 2. Supplemental Return mired Estate ~ 4a. Future interest Compromise [da~. o~dea~ aO.r ~2-]2~2) ~ 5. Federal Eslale Tax R R~uimd 8. Total Number o[ Sar !s Received ~ 10. Spousal Pove~y Credit (date of d.am ~. ~2-3]-9~ ~ ~4-95) ~ 11. Election to ~x under9M3(A~ ~ s~ o) COMPLETE ~IUNG ADDRESS 5 South ~a~ove~ St=eot · 5838 I ) (1) 82,500 OFFI~ a~ Bonds (S~edule B) (2) ~, 293 (Schedule D) (4) s Personal Prope~ (5) [ 1,4 10 (7) ~ Asse~ (~[al Lines 1-7} ~ Costs (Schedule H) (9) [ 2,887 ~cedent, Mo~gage UabiJities, & Liens (Sch~ule i) (1 O) 33 r 069 10) (11) ~5 ~ 95~ Subject to Tax (Line 12 minus U~e 13) (14) _ x.O~ (15)_ Uae 14 ~b~eatlinealrate 49,~47 x ,9~ (16)_ ~:~ I, ¢9) BE SURE TO ANSWER~AE~ ~ Decedent's omplete Address: STREET ADDRESS 24.7 Lin( ,in Street I' Carlisle Tax Paymen and Credits: 1. Tax Due(Page Joe 19) (1) 2,2 16 -~. Credits/Paymer , , A. Spousal Pay 'Credil B. Prior Paymel 3,000 C. Discount L Intarest/Penalty applicable Total Credits ( A + B + C ) (2) 3 r O 30 D. Interest E. Penalty Total interest/Penally ( D + E ) (3) L if Line 2 is grea than Line 1 + Line 3, enter the difference. This is [he OVERPAYMENT. .... lock box on Page 1 Line 20 to request a refund (4) ; 71 ~4 L If Line 1 + Line s ~lreater than Dna 2, enter he d fference. This is the TAX DUE. (5) A. Enter the intE St ,on ihe tax due. (SA) B. Enter lhe tab if Uno 5 + 5A. This i~ the BALANCE DUE, (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEA 5 ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCI~ S 1. )id decedent make a transfer and: Yes No retain the use or income of the properly transferred; .......................................................................................... [] [] retain ~he right to designate who shall use the property Iransferred or its income; ............................................ [] [] retain a reversionary interest; or .. [] [] receive the promise for life of either payments, benefits or care? ..................................................................... [] [] 2. ~dea~h occurred after December 12, 1982, did decedenl transfer properly within one year of death lithou~ receiving adequate consideration? .............................................................................................................. [] [] 3. rid decedent own an "in t ' ' rust for or payable upon death bank account ar secun y a his or her dee h? .............. [] [] 4. )id decedent own an Individual Re~irementAccount, annuity, or other non-probale properly which ontains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWEI; '0 ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF ~ E RETURN. DDRES~ ' 2012 Gre, Street, Harrisburq PA 17102 IGNATURE OF P/...~.. 'f'"~'"~I~R O]]:LER THAN/~.t . REpJ~SENTATIVE. ~ DATE ' ' DDRESS t~ 11/16/04 , ur dates of death on after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse i~ 3% 2 P.S. §9116 (a) (1.' ~r dates of death or after January 1, 1995, the tax rate imposed eu the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §91 16 (a) (!.1) (ii)] ~e statute does not erupt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still a )licable even e surviving spouse i he only beneficiary. ~r dates of death on alter July 1, 2000: ~e tax rate imposed ~ 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 Idaplive parent a stepparent of ~he lild is 0% [72 P.S. §9116(a)(1.2)]. ~e tax rata imposed the net value of transfers to or for the use of the decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. §g116(1.2) [72 P.S. §91 16(a}(1 )]. le tax rate imposed n the net value of transfers to or for the use af the decedenrs siblings is 12% [72 P.S. §911§(a)(1,3)], A sibling is defined, under Secl on 9102, as ar dividual who has at i~ Ist one parent in common with the decedent, whether by blood or adoption. SCHEDULE A coMMc~ ~L~,OFPE..S~V^N~^ REAL ESTATE ESTATE OF FILE NUMBER James E. TI mpspn 21-02-0853 ITEM VALUE ~ kT DATE NUMBER , DESCRIPTION 1. Real Estate, 247 Lincoln Street, Borough of Carlisle, Cumberland County 82,50(: TOTAL (Also enter on line 1, Recapitulation', t; ~ 82,500 (If more space is needed, insert additional sheets of the same size) i OMB NO. 2502-0265 1 .~ B. TYPE OF LOAN: .-DEPARTMENT OF HOUSING & URBAN DEVELOPMENT t 1.[X~FHA 2,[~FmHA 3.[~CONV. UNINS. 4.[]VA 5.[~CONV. INS. 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT IPERRY.SMITH I 61539519 8. MORTGAGE INS CASE NUMBER: I 441-7523405-703 PROPERTY LOCATION: H. SETTLEMENTAGENT: 23-2402316 I. SETTLEMENT DATE: LINCOLN STREET PURITY ASSTRACT COMPANy Ju¥ 15, 2004 {LISLE. PA 17013 ~{BERbAND Coun[y, Pennsylvania PLACE OF SE3-CLEMENT GRO$S AMOUNT DUE FROM BORROWER 88.015.21 420. GROSS AMOUNT OUE TO SELLER 82,6616 ~' OR iN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: Deposll or eamest money ENisU~g roan(s) ~ken subject to Adjus~ents F~ Items Unpa d By Seller Adjustments ~r Items Unpaid By 5eller ~un~/Boro Taxes to 510. CounyBom Taxes to ~ .~.mN M. P~RRY-~MmTH ' ~' ' B.ENDA~6~ ~8~',~F THE ESTATE OF ~1~ L, SETTLEMENT CHARGES~ --~ $ ~15/04 to 08/01104 ~day ( 17days %) 0 - R SERVES DEPOSITED WITH LENDER ~eed $ 3a.50;Modgage $ 52.50; Releases $ 54.00 ~riified Io be a hue COpy. · ~.-0265 A-i 6. ~,~c~L~,l: ' ' ' ' U.~. DE~A,~TMENT OF HOUSING & ~B~ D~LO~ENT 1,~ 2,~Fm~ 3.~. UHINS. 4. ~V~' 5, ~, INS, 6. FILE NU~ 7, LO~ NUMBE~: SEdiMENT 8TA~MENT PERRY,SMI~ I e~53~lg ,iNAMEAND~DRESS ~BORR~ E. ~E~D~DRE~ OF SE~R: F. N~O~O~ 8R~DA M, ~T~. E~C~R~ 483a Cad~e Pike. H~ ~ ~e ~e of Jam~ E, ~mp~n M~=~u~, PA G.! PRO~Ht~LO~T[ON: H. S~LE~AGE~: ~2402316 L '~EME~ DATE~ 247 U~ d I~ 15, 2~4 CUMBERED ~n~, ~ns~la ~E ~ ~L~E~ I ~p H~, PA 17011 ~ 5UM~Y ~ 5E~'S I R ~ ~CT~ ~g~. GRO~ ~O~NT DUE ~ B~O~: ~. GR~ ~ DUE TO S~ER:" 1~tl ~ ~;1~ Pd;e ~,~.~ 401. COP~ ~ PHCe ~ , 82,500.( 102. Pe~,=l Fr~ 40~ P~I P~ 10~. 6ea~ent~ m ~er (~ 14~) ' 4,763.~ 403, '1 , 10~. ~ ~T~ ~ D~L~ MOYE~ T~ C~ 810.48 4~. ~' ~o~. I, 11~. ~ T~ tO 408. S~ TeX ~- 4~o. ! "' ~- ~. ' I ...... 1~, ~OSS~NTDUE~B~O~R 88.225,71 .... I, , , 420. GROS~ ~NTDUE ~ 8E~ER ~. ~OUNTS P~D BY ~ IN B~LF OF B~RRO~R: ~0O, REDUC~ONS IN ~OUNT DUE TO ~0~ D~si[ or ~ m0~ 501. ~ U~t (~ee In~'~ns) 2~.2022~al~s~ng Ioa~(s)~nt~ N~L~(s)~ 81,852.~ 502.Gga, ~e~tE~ng ~s)~ ~e~ (L~ 14~) ~oe. ;~. '~, ,,., , i,, ~ · ' 508. ' .... , Adj~,~,r~ FW ~ems U~a~ ~ ~el~r A~e ~ ~m~ Unpm~ Zl~. 513, ' .... ~1~. '"' 8~S. I, 2~ ~6. '"' ~ ' Z~. "' 511, ~H~ ~ PAY~ ~ R~U~L~E ' ~ I ~6,614 ~-_~ A~unt Paid ~IF~ B~er (Une 220) ~,883,~) ~2. L~ R~u~l~s Due S~I~ {Une 520) ~ 22,150 3d~ CASH( X FROM)( ~)BORRO~ 4~2.62 ~. ~H( X ~)( ~)SELL~ ~ f10.B11 ~he ~a~ h~ a~k~ge ~ e{ a ~ ~y ~ ~g~ 1 ~ ~ ~ ~t & any a~m~ r~e~ ~ h~; Deed $ 38.5~1: Mor~ag"'"'~e S .52.50; ~ S ~ 6mmpe. ~ s4,oo ~4.oo ESTAT~ James FILE NUMBER ============== 21-02-0853 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ~- ~ ITEM NUMBER DESCRIPTION VALUE AT DATE 1, Bonds: OF { )EATH__.~ 13EE($100.00 April 1989) 1,293 0207413316EE($100.00 February 1989) ~-207413317EE($100.00 February 1989) 3207413318EE($100.00 February 1989) C207413319EE($100.00 February 1989) February 1989) C207413321EE($100.00 February 1989) C207413322EE($100.00 February 1989) C207413323EE($100.00 February 1989) 0207413324EE($100.00 February 1989) 3,207413325EE($100.00 February 1989) --E ($ 75.00 April 1985 ) TOTAL ~Also enter on line (If more space is needed, insert additional sheets of the same size) ~ 1,293 201 18 4552 O~ 1989 125 LINCOLN STREET FRO PHi'L OR DOROTHY I. THOMPSON C- 0- 207-41 3-316-EE F021~9 I.OOC /~.~ C207913316EE ~:0000q0007~:06 020 ? q ~ ~ ] ~,' ~01 18 4S52 02 1989 C- 0-207-413-31 7-EE FO214g ~NBOC ~;'1 C209413319EE ]:0000~000 ?~:Oq ?~ ] ~ ~ 201 18 ~55~ 02 19~9 EVELYN V. WASHINGTON 125 LINCOLN STREET , FRO PHiL OR DOROTHY I. THOMPSON C-O- 207-413-31 $-EE FO~ ~o¢ C209~13318EE ~:000090007~:06 020 ~6 ~ ~ ] James E. Thompson 174-20-1752 April 1985 247 Lincoln Street Carlisle, PA 17013 ................................ - SCHEDULE E coMMo~~L~IOrPE..S~-V^.,^ CASH, BANK DEPOSITS, & MISC. =c~eECEeE.~ PERSONAL PROPERTY James E. TI mpsgn 21-02-0853 i ,,, ITEM VALUE IA" DATE NUMBER DESCRIPTION OF DE ~TH 1. M&T Bank, Checking Account #3740563279 5.23( 2. Cash from Home 10~ 3. 1992 Lincoln Township 2.72; 4. Guns, Firearms & Equipment 86( 5. Auction Proceeds from sale of household contents 1,78; 6, RefUnd, State Farm, Automobile Policy 16( TOTAL (Also enter on line 5, Recapitulation)i ~; 11 ,,41 (If more space is needed, insert additional sheets of the same size) Man~ tcturers and Traders [rust Company, 1100 Wehrle Drive, P O Box 767, Buffalo, NY 14240 0767 Januac~ 10, 03 RE: Esl ~ Search ThE ,state of: ,lAMES E THOMPSON Dar of Death (D.O,D.) 9/10/2002 To Whom It [ay Concern: Identified be w is the account infomaation requested. 1. M& Bank accounts in which the decedent's name appears: Account Account Number Account Title Opening Branch D.O.D. Accrued interest Type Balances (Includes Acer. int.) CHK 3740563279 JAMES E THOMPSON 43 I9 $5230.09 $.00 OPENED 5/99 BRENDA M ALTON POA 2. Loa ;, Mortgages, or other obligations titled in the decedent's name Account Nu~ ~er Amount Owed Account Description No Safe De ,sit Box titled in the Decedent's name existed at our office. Ifyou have; y questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-81 ~0-724- 2440 outsid( ,f the Buffalo, NY calling area. Thank you. Sincerely, M&T BANt EORPORATION BY: Au~o'rized Signature DATE: / - R BER ENSMINGER ' 'T APPRAISE /S RL/IL E3TA 7 lz PERSONAL PROPERTY PIIONE 717-65~};11, August 4, 2003 E-MA[[.: Brenda M. Alton Harrisburg, PA 17102 RE: Estate of James E. Thompson Dear Ms Alton: In accordance wi~h your request, I have appraised the itemized pers,)nal property of James E. Thompson, Deceased. The property was brouaht to my office. The values shown have been arrived at after a careful study of the l,roperty. I believe it to reflect a true measure of its marl<et value as of Septeml)er 10, 2002, the date of death. Marl<et value is defined as being the most reasonable or probable pr ce in terms of money that real or personal property will bring in an ope~ nd competitive market under all conditions requisite to a fair sale, thei uyerand seller each acting prudently and knowledgeably, and assuming the rice is no1 affected hy undue stimulus. Taking into account allofthe factors set forth in the pages that fo )w, it is the opinion of the undersigned that the fair market value of the p~rsDnal proDertv is Eight Hundred Sixty Dollars ($860.00.) Employment in and compensation for making this appraisal are in nc manne~ contingent upon the value reported and I certify that I have no financial interest in the property appraised, present or contemplated. Very truly yours, Robert A. Ensminger Void -~ter 6 Menttts ~=o.~, M~.~ 2~1~2~ c~=ck.~o. 131 )05378 PAY ~e Hhn~ Thi~'-Five ~d 64/100 Doll.s 33 5.64 'o , Ab ~ TIdOMPSON ~ ~ 247 [NCOLN ST. )~ i CAt iSLE, PA1701~-I822 , ~ ~ ' ! ~ ~ ~ ~ ~ ~' ~ ~ ' ///'5/~/'1 ' /9' u~ 17 REV-1511 EX + ~ 99) SCHEDULE H coMMc V~L~OFPEN.S~_V^.,^ FUNERAL EXPENSES & aoE~r ~CEOE.~ ADMINISTRATIVE COSTS ESTATE OF ~ i ; ~ FILE NUMBER James E. Th( )soq 21-02-0853 ~bts of d~ent mu~ ~ re~ on Sch~ule I. iTEM ~ NUMBER i DESCRIPTION A~O JNT A. =UNE~L ~PENSES: , 1. Ewi~g Brothers Funeral Home, Inc., Funeral Se~ice 2,685 2. Carlisle Memorial Se~ice ~nc, Headstone 125 B. ~DMINISTRATIVE COSTS: S~ia~ S~uH~ Numar(s) / EIN Numar of Pe~nal Repr~ati~(s) 1~9-52-2829 '-- St~ Addr~ 2012 Green Street c~ Harrisbur~ State PA Zip 17102 Y~r(s) Commi~ion Paid: 2005 4,733 4,733 Claimant C~ State Zip i 4. P~te F~ I 126 7. ;hecks cleared after date of death 197 8. ;umberrand Law Journal, Adve~ising 75 9. ~e Sentinel, Adve~ising 10. [egister of Wills, Filing Fee for PA Inheritance Tax Return 15 11. ~.egister of Wills, Filing Fee for Fimt and Final Account 107 TOTAL (Also enter on line 9, Recapiturat~on $ 12~887 (If more space is needed, [nse~ additional sheets of the same size) REV-151; (+ (6-98) AT SCHEDULE I COt~M( WEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, iN !RITA~CE TAX RETURN =SIDE!NT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE F I , FILE NUMBER James E. h°ml~s°n 21-02-0853 Include unreimbursed medical expenses. ' ,, ITEl VALUE A~' [ ~ATE NUME R DESCRIPTION OF DELA~ H 1. Rehab Loan Payoff to Redevelopment Authority ,, 2. Danny L Raudabaugh, Sidewalk Repairs : 16~$15 3. Dr. Carey, Medical 1,045 4. Stoken Ophthalmology, Medical 354 5. Carlisle Imaging, Medical 18 6. Cadisle Regional Medical Center, Medical 295 7. Bank Fees 812 8. Darlene L. Moyer, TlC, (2003 & 2004 County & Township Taxes) ; 76 552 9. Tax Claim Bureau, 2003 School Taxes 888 10. Darlene L Moyer, T/C, 2004 School Taxes Prorated 31 11. Century 21 Piscioneri Realty, Inc., Commission and Expenses 2, Ig5 12. Recorder of Deeds, State Tax/Stamps 879 13. ~on Home Warranty Services, Home Warranty 409 14. Postage, Delivery to Purity Abstract Company 15. Notary Fee 16 16. Robin Perry-Smith, Commission 6 17. Closing Cost 6,843 18. Brenda Alton, Miscellaneous Supplies 2,001) 8 19. PA Counseling Services, Medical 27 TOTAL (Also enter on line 10, Recapitulation) $ 13,06g (If more space is needed, insert additional sheets of the same size) SCHEDULE J coM~ ~ oF ~..~v^.,^ BENEFICIARIES FILE NUMBER James E. hompson 21-02-0853 RELATIONSHIP TO DECEDENT AMOUI~T )R. SHARE NUMBER N.__~ME AND ADDRESS OF PERSON_~ RECEIVING PROPERTY Do Not List Trust~ s~L__ I. TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. ~da M. Alton 2 12 Green Street H Tisburg, Pennsylvania 17012 Daughter 50% resld[ a of estate 2. N 'man L. Thompson II 9 Big Ben Drive K zen, Texas 76542 Son 3. N manL. Thompson 50%resi~du of estate 1( 9 Big Ben Drive ~ ~en, Texas 76542 ; 4. B~ :Anthony Hikman Son Bequest bf 3uns 4~ 3 Moravia Drive, Apt. #10 B~ imore, Maryland 21206 Grandson Bequest ~f~ ~uns II. Ho! 'AXABLE DISTRllaUT~ONS: ~ THROUGH 18, AS APPROPRIATE, ON REV-1500 C TOTAL OF PA I' II -EENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF JAMES~.~. THOMPSON I, JAMES'. THOMPSON, widower, of 247 Lincoln Street in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last WilI and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. I. I direct that my funeral services be conducted by Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, PA 17013, in accordance with arrangements which I have made and paid for at the funeral home, and that my body be interred beside that of my wife on my burial lot located in Union Cemetery at carlisle, Pennsylvania 2.. I direct that all inheritance, transfer, succession, estate and gift taxes which may be payable on account of my death shall be paid from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 3. I give and bequeath all guns and fh-earms and equipment relating to them to my son, NORMAN L. THOMPSON and my grandson, BART ANTHONY HIKMAN, to be divided between them as they may agree and in the event they fail to agree on a division, then to be divided between them as my Executrix shall deem fair and reasonable. 4. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever tbe same may be situate, I give, devise and bequeath to my daughter BRENDA M. ALTON, and my son NORMAN L. THOMPSON, their heirs and assigns, provided each of them shaI1 survive me by a period of ninety (90) days, but should either of them fail to so survive me then the share such deceased chiId of mine would have received shall pass to such to his or her issue as shall survive me by a period of ninety (90) days, their heirs and assigns, and if there be no such issue, the same shall lapse and be added to the share of my other child, per stirpes. 5. It is my request tbat ali items of personal property not otherwise disposed of and which are included in the residue of my estate shall be divided between my said daughter and said son as they may agree and those items not desired shall be soId by my Executrix and the proceeds of such sales shall be included in the residue of my estate. 6. I hereby nominate, constitute and appoint my daughter BRENDA M. ALTON, of 2012 Green Street, Han-isburg PA 17102, as Executrix of this my Last Will and Tes ament, but shou d she predecease me or fail to qualify, or cease serving as such, then in such event, I nominate, constitute and appoint my son, NORMAN L. THOMPSON, of 1619 Big Ben Drive, Killeen, Texas 76542, as alternate or successor Executor. I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last WiI1 and Testament written on one (1) page, this/"O-"~x~day of August, 2002. ~__ (SEAL) Signed, sealed, published, and declared by IAME~8~D. THOMPSON the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence cf each other, have hereunto subscribed our names as attesting witnesses. BUREAU OF INDIVIDUAf1;1(~li'j{"~D INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF NOTICE OF INHERITANCE TAX " t (,' APPRAISEI1ENT, ALLOWANCE DR DISALLOWANCE , OF DEDUCTIONS AND ASSESSHENT OF TAX Z005 JMl 2 I, f;;: 8: I 8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN C' en!! l"r- l,...D-\:\ ...J;- ORFl-ii\i'S CCURT ROBERT M (l;t1lJi!'i"-- " FREY & TI LEY 5 S HANOVER ST CARLISLE PA 17013 01-25-2005 THOMPSON 09-10-2002 21 02-0853 CUMBERLAND 101 '* REV-1S41EXAFP1l2-D4l JAMES E Allount Reltitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =m..,.E;c"""j!Cp..Car=6!'."No'i'ycE..DF"i:'NRER.i'i'Al(cE....'Ax"AppRA.i'SEM'EN'i'~"""CL'ij'WAl(CE.OR."...."""..... "". DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF THOMPSON JAMES E FILE NO. 21 02-0853 ACN 101 DATE 01-25-2005 TAX RETURN WAS' I X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Recttivable (Schedule DJ S. Cash/Bank Deposits/Misc. Personel Property (Schedule EJ &. Jointly Owned Property (Schedule fJ 7. Transfers (Schedule G) 8. Total Assets III (21 (31 141 151 161 171 82.500.00 1.293.00 .00 .00 11.410.00 .00 .00 (BI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (91 1101 12,887.00 33.069.00 1111 1121 1131 1141 NOTE: To insure proper credit to your account, subMit the upper portion of this form with your tax payment. 95,203.00 61i .Q1i6 no 49,247.00 .00 49,247.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 1&. Allount of Line 14 taxable at LineallClass A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due .00 X 00 = .00 49,247.00 X 045 = 2,216.00 .00 X 12 = .00 .00 X 15 = .00 1191= 2,216.00 T4Y CREnTTS: ~AY"."' [0' AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 07-16-2004 CD004170 110.20- 3,000.00 TOTAL TAX CREDIT 2,889.80 BALANCE OF TAX DUE 673.80CR INTEREST AND PEN. .00 TOTAL DUE 673.80CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I ~ ~S BUREAU OF INDIVIDU~L3~)(ES:- INHERITANCE TAX DIVISION... PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1U1 EX AFP 112-041 ROBERT M,FREV FREY & TILEY 5 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 THOMPSON 09-10-2002 21 02-0853 CUMBERLAND 101 JAMES E Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... IW :1"t>>".lr.'(l!fJ..rGr-.cJ~".......;..'"fARIM!mer'"flr.~'lYfAm.'b1!'.l~1!'60FN..............._....... ... ESTATE OF THOMPSON JAMES E FILE NO. 21 02-0853 ACN 101 DATE 03-07-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-18-2005 PRINCIPAL TAX DUE:. 2,216.00 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-16-2004 CD004170 110.20- 3,000.00 02-15-2005 REFUND .00 673.80- TOTAL TAX CREDIT 2,216.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/15/2005 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of THOMPSON JAMES E File Number: 2002-00853 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/10/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: James E. Thompson Date of Death: September 10,2002 Will No. Admin. No. 21-02-0853 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes (X ) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the personal repq,sentative file a final account with the Court? Yes () No (fY. (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes (X) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: August 16, 2005 ~ in, ~ Signature ~ Robert M. Frey Name (Please type or print) t.r> - c=:' \._i~ ~ \.J- \:~:' .. ts~\'\ - o (.:c:. (-~ ~;j:~ (0 -- ~- .2=. 5 South Hanover Street Carlisle. Pa 17013 Address ,-0 - c9 --) :;~ (717) 243-5838 Telephone No. v:: c:/ c;:? <;-J - '-Capacity: ( ) Personal Representative ( X ) Counsel for personal representative A