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Home My WebLink About12-02-111505610105 REV-1500 ExtaZ_~~>lFr, PA Department of Revenue Pennsylvania Bureau of Individual Taxes °"""'"`"' " " PO Box zsosoi ° INHERITANCE TAX RETURN ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT Social Security Number 186-28-6374 Date of Death 03/23/2011 Decedent's Last Name Thompson MMDDYYYY Date of Birth 08/30/1935 Suffix (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Thompson suffix Spouse's Social Security Number 177 OFFICIAL USE ONLY Coun Code Year File Number MMDDYYYY Decedent's First Name William Spouse's First Name Betty -28-4513 THIS RETURN MI J MI J MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS ~ 1. Original Retum O 2. SuPPlemental Return O 4. Limited Estate O 3• Remainder Return (Date of Death O 4a. Future Interest Com romise (date of Prior to 12-13-82) ~ 6. Decedent Died Testate death after 12-12-82) O 5. Federal Estate Tax Return Required (Attach Copy of Will) O 7. Decedent Maintained a Living Trust 0 O 9. Litigation Proceeds Received (Attach Copy of Trust.) 8. Total Number of Safe De O 10. Spousal Pove Posit Boxes Between 12-3 91 and jD~ 95~f Death O 11. Election to Tax under Sec. 9113(A) Name (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SH Taylor P Andrews, Esq Daytime Telephone NumbeECTED TO: (717) 243-0123 REGISTER OF WILLS USE ONLY First Line of Address 78 W. Pomfret St ~ r~ Second Line of Address ~~` ~1-'Q -~ "ate ~a "ter r, City or POSt Office ~ ~~'~ ' ' Carlisle State ZIP Code D ~ ~~ ~ PA 17013 ~~~~ -~ ~ ~ ~ __ `._ Correspondent's e-mail address: t andrews ~--f ' ; ~ c,~. : c - Under a.net r._- ;,-, penalties of perjury, I declare that I have examined this return, including accompanyin -... `~ It is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which re CA3 SIG 9 schedules and statements, and to the best of my knowledge and belief, RESPON LE FOR FILING RETURN p parer has any knowledge. 4DDRESS DATE P.O. A 013 ~ ` Q - / N F ' EP _ THAN REPRFCCnirwr,,,.- Pomfret St, Carlisle, PA 17013 L 150561D105 Side 1 ~~ °~d- 1505610105 J~ 1505610205 REV-1500 EX (FI) Decedenr•s Name: William J Thom so Decedent's Social Security Number p n RECAPITULATION 186-28-6374 1. Real Estate (Schedule A).. , . , . . ......... 1. 2. Stocks and Bonds (Schedule B) , , . . 0.00 '~~~~ 2. 3. Closely Held Corporation, Partnership or Sole-P 1,293.24 roprietorship (Schedule C) ... , , 3 4. Mortgages and Notes Receivable (Schedule D) .... 0.00 ...................... . 4' 5. Cash, Bank Deposits and Miscellaneous Personal P 0.00 roperty (Schedule E)....... 5 , 6. Jointly Owned Property (Schedule F Requested 7. Inter-Vivos Transfer 8 o l 0.00 ...... , g, s Miscellaneo s No n-Prob to Pr P em, (Schedule G) 980,753.58 O Separate Billing Requested........ 7 , 8. Total Gross Assets (total Lines 1 throw h 7 ........ 9 ) . 0.00 .................... 8. o r......__..- 007 n~~ ., -• ~ ~.~~~a~ cxpenses and Administrative Costs (Schedule H) ................ . • . 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10, 11. Total Deductions (total Lines 9 and 10) ................ . ................ 11. 12. Net Value of Estate (Line 8 minus Line 11) . . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 an election to tax has not been made (Schedule J) .. , .. , .................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .... , , , 14 TAX CALCULATInu _ car ,.,..~..~.. ___ Rte.. ~ wns FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 982,046.82 16. Amount of Line 14 taxable 15. at Iineai rate X .0 _ 17. Amount of Line 14 taxable 16. at sibling rate X .12 18. Amount of Line 14 taxable 17. at collateral rate X .15 19. TAX DUE ....... . ................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~~ 0.00 0.00 ; 0.00 982,046.82 0.00 982,046.82 0.00 0.00 O L 1505610205 Side 2 1505610205 J REV-1500 EX (FI) paye g Decedent's Complete Address: DECEDENTS NAME Fi1e Number William J. Thompson STREETADDRESS 55 Grove Rd Carlisle Tax Payments and Credits: PA 1• Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments (1) _ B. Discount ---_._.___.__ 3. Interest ~-- Total Credits (q + g) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fitt in oval on Page 2, Line 20 to request a refund. (3) _ 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) (5) zlP -~ 17015 0.00 0.00 0.00 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY P 1. Did decedent make a transfer and: LACING AN "X" IN THE APpROpRIATE BLOCKS a. retain the use or income of the property transferred ... Yes b. retain the right to designate who shall use the ro erty No c. retain a reversionary interest ....... p p transferred or its income .... ......................... ........................................ d. receive the promise for life of either payments, benefits or care? ........................ 2. If death occurred after Dec. 12, 1982, did decedent transfer prope ~ ^ rty within one year of death without receiving adequate consideration? ......................................... ~~~~~~~ ^ ............................................ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? 4. Did decedent own an individual retirement account, annul ^ • contains a beneficiary designation. h' or other non-probate prope ~~~~~~~~~ rty, which IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST C ~ ^ OMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate is 3 percent [72 P.S. §9116 (a) (1.1) (i)), Imposed on the net value of transfers to or for the use of the For dates of death on or after Jan. 1, 1995, the tax rate imposed on then surviving spouse [72 P.S. §9116 (a) (1.1) (ii)j. The statute does not exempt a transfer to a surviving spouse from to filing a tax return are still applicable even if the surviving spouse is the only beneficialue of transfers to or for the use of the surviving spouse is 0 percent x, and the statutory requirements for disclosure of assets and For dates of death on or after July 1, 2000: ry ~ The tax rate imposed on the net value of transfers from a deceased child 21 years of a e or adoptive parent or a stepparent of the child is 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 li g younger at death to or for the use of a natural parent, an The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin s is under Section 9102, as an individual who has at least one parent in co Heal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. mmon with the decedent, whether by blood os adopt on)(1.3)J. A sibling is defined, SCHEDULE B STOCKS AND BONDS ESTATE OF William James Tl FILE NUMBER OMX Historical Prices ~ Officemax Incorporated Stock -Yahoo! ' Finance New User? Register :Sign In Hetp Page 1 of 1 Preview Mail w! Tootbar ~AHat7 ®FINANCE Yahoo! Mail Search _.. .. Dow 0,35 % Nasdaq ~ o.os /o Web Search `' _...` HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ~~~ GET QUOTES Fri, Apr 2~J. 201 t, tG:53f,•h? EDT' - US Markets close in 5 hrs OfficeMax Incorporated (OMX) OMX IS DOWN =r , • 1 r ~r hl f Historical Prices Get Historical Prlces for: ~ GO Set Date Range ~_~~ Start Date: Mar ~ 23 +'~ Daily ' ~ 2011 Eg. ,Ian 1, 2010 (` Weekly End Date: Mar ' ~ 23 2011 ~' Monthly Dividends Only Get Prices -.- First ~ Previous i Next ~ Last __..... _......._~-........w__--- _ __ _.._. vices __..._.......~_ Date Mar 23, 2011 ~ Download to Spreadsheet Currency in USD. ~ ~ # j /~lllet'~t1'i11t~1@ i ++ INPORFANT Ba•ORMj~npN A110:44AM EDT: 9.89 j 0.11 (1 07%~ Copyrig~t ~; 20t f Ya-oc~ Inc..4i1 rights reserved. Privacy policy -About Our Ads - Terms of Service - Copyright4P Policy -Send Feedback - YahOO i NEWS Network Quotes delayed; except where indicted ethervise. Caay times are 75 rains for PiASDA4. NYSE and Amex See also delay times for other exchanges. Quotes and other inronnation providers idenfif+ed cn the Yahoo! Fi.~ance partner page.Quotes era updated aufomatica0y, buf will be !urned off afi5r 25 minuies of inacNivity. Quctes are delayed at least 15 ii actions taken ,n reliance or, mformai+on contained ne supplied by independent "as is" for informational purposes only; not intended for trading purposes or advice. t`ieither Yahoo! nor any of inoependenf providers is liable for any infamiationa! errors, income rein. 6y access~n U n .nutes. AI. information, provided Fundamental company data wided by Capital IQ. Historical chart data and daov ~u ite you ~9r°e not tc redisL ibute the inf~nnation found therein. aeteness, or delays, or for any performance, dividend data am Morningstar Index data provided by Momingstac Inc. pdatds provided by Commodity Systems, Inc. {CSI), Intema;ional historical chart data, daily updates, fund summary, fund http://finance.yahoo.com/q/hp?s=OMX&a=02&b=23&c=2011 &d=02&e=23&2011 &g=d Open High Low Close Volume Adj 12.63 12.63 12.24 Close` 12.52 2,361,000 12.52 ' Close price adjusted for dividends and splits. First ~ Previous i Next ~ Last 4/29/2011 SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER William James Thom son if an asset was made joint within one year of the decedent's death, it must be reported on Schedule G 21-11-0478 Surviving Joint Tenant (s): NAME ADDRESS RELATIONSHIP TO A. Betty Jane [or J.] Thom son DECEDENT B P 55 Grove Rd., Carlisle, PA 17015 Wife C Jointly-owned property: ITEM NUMBER LETTER FOR DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF TOTAL VgLUE OF DECD'S % MT, JOINT TENANT JOMT MSTITUTION AND BANK ACCOUNT NUMBER OR DOLLAR VgLUE OF DECEDENT'S ASSET SIMILAR IDENTIFYMG NUMBER. ATTACH DEED INTEREST FOR JOMTLY•HELD REAL ESTATE 1 A 6-Jun-66 Citizens Bank 6100732010 2 A 6-Jun-66 Citizens Bank 6100730832 $71,926.39 50% $35,963.20 3 A 20-Nov-90 Citizens Bank 6140874858 $38,935.00 50% $19,467.50 4 A 7-Feb-02 Orrstown Bank 108006111 $10,001.91 50% $5,000.96 5 A 20-Ju]-09 Orrstown Financial Advisors $47'209.71 50% $23,604.86 $629,734.92 50% $314,867.46 6 Acct: 4N2303796 '`~ 28-Jun-99 Wells Fargo 8343-6628 7 A 25-Oct-04 Real Estate at 55 Grove Rd $882'499.23 50% $441,249.62 Lower Frankford Twp $276'800.0 50% $138,400.00 parcel 14-06-0027-03 6 8 as per tax appraisal `~ 23 undeveloped acres Penn Twp, Cumbeland County $2'200.00 50% $2,200.00 parce121-13-0112-043 tax bill w tax assessment attached TOTAL (also online 6, Recapitulation) $980,753.58 ~ ~Citizer~s dank May 13, 2011 Andrews & Johnson Attn Taylor P Andrews Esq 78 West Ponfret St Carlisle PA 17013 Estate of William J Thompson Date of Death: Mar 23, 2011 SSN: 186-28-6374 Dear Sir/Madam: One Citizens Drive ROP 112 Riverside, RI 02915 In accordance with your request, the attached information sheet has been provided in the above decedent' name as of hislher date of death. s Per your request, it seems all the accounts have been joint accounts throughout the bank's seven ear record retention. y For Installment Loans or Line of Credit accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-877-579-2667 ,, Sincerely, /,~'l~ Decedent Account REF#: 494986 ~~ ~Ci~r~zen~ Bank Account Number Account Title Date O ened William J Account T e Principal Balance as of DOD Interest from Last Postin to DOD Account Balance as of DOD YTD Interest to DOD 6100732010 mpson /Betty J 6/6/1966 $71925.90 $ 49 $71 6 329 .. 9 $8.12 CttiZerlS f3ar~k ' Account Number Account Title 6100730832 Date O ened Betty J Thom son /William J Account T e 6/6/1966 Principal Balance as of DUD Checkin Interest from Last Postin to DOD $38933.93 Account Balance as of DOD $1.07 YTD Interest to DOD $38935.00 $4.84 son ~~~~z~ens B~nk,* Account Number Account Title 6140874858 Date O ened Betty J Thom son /William J Account Type 11/20/1990 Principal Balance as of DOD Time De osits Interest from Last Postin to DOD $10000.00 Account Balance as of DOD $1.91 YTD Interest to DOD $10001.91 $42.90 BA.N.~£ A Tradition of Excellence Taylor. P. Andrews, Esquire Andrews & Johnson Attorneys at Law 7$ West Pomfret Street Carlisle, PA 17013 Fax: 243-0061 Apri129, 20i i Re: Estate of William James Thompson S°~~ Security Number 186-28-6374 Date of Death 3123li I IT IS HEREBY CERTIFIED THAT THE ABOVE N FOLLOWING ACCOLTN'i' ~~ pRRSTOWN BANK: D DECEDENT HAD THE CFIECKING.~1CC4riWT A°C°~t N°•- 108006111 Account Type- Free Checking Date Opened_ 2/7102 Joint Account (namerdate}- Betty Jane Thompson, 2/7/02 .Balance- $47,209.71 Accrued Interest- $0 00 Best Regards, . ~- ~~ Till R. Wo ~J~ rtlungton Deposit Processing CIerk 269a Philadelphia Avenue Chambersburg, PA ~7~p~ 1.888.ORRSTOWN Ho---Idln9S b Investor ~------------- ----------------------- William JThompson PO Box 51 Bradley Gerlach Carlisle, PA 17013 ., PA 717-240-0803 Combined Account Portfolio Date: 03/23/2011 Created: 04/29/2011 William J Thompson Acct Name: WILLIAM J THOM P Acct No:4N2303796 SON BETTY J THOMPSON JT TEN PO BOX 51 CARLISLE PA 17013-0051 Rep. No:OXK Asset Name Acct Type;Joint ADAMS RES & ENERGY INC COM NEW Ticker Asset Type Mgt. Name AE US Quantity Price (E) STOCKS Value ($) ANNALY CAP MGMT INC COM NLY 500.00 27.07 13,535.00 BAKER HUGHES INC COM US STOCKS 1,200.00 18 08 BHI US STOCKS . 21,696.00 BROKERAGE MONEY MARKET CASH B 120.00 71.23 8,547.60 CARLISLE COS INC COM CSL COCA COLA CO COM KO CORNING INC COM GLW DEERFIELD CAPITAL CORP COM NEW DFR DEVON ENERGY CORP NEW COM DVN FRONTIER COMMUNICATIONS CORP COM FTR GLATFELTER COM GLT HERSHA HOSPITALITY TR SH BEN INT A HT HONEYWELL INTL INC COM HON COMT HOTELS & RESORTS INC HST JOHNSON & JOHNSON COM JNJ OFFICEMAX INC DEL COM OMX PPL CORP COM PPL PRAXAIR INC COM PX SUNOCO INC COM SUN VERIZON COMMUNICATIONS INC COM VZ WEYERHAEUSER CO COM WY ROKERAGE 1 378 29 MONEY 1 00 MARKET . 1,378.29 US STOCKS DOMESTIC 800.00 42.69 34,152.00 EQUITY 1,200.00 64.27 77,124 00 DOMESTIC . EQUITY 498.00 20.85 10,383 30 REAL ESTATE . 349.00 6.43 2,244 07 DOMESTIC . EQUITY 220.00 92.96 20,451 20 US STOCKS . 240.00 8.03 1,927.20 US STOCKS US STOCKS 1, 000.00 12.39 12, 390.00 15,000.00 6.10 91,500 00 US STOCKS . REAL ESTATE 1,000.00 57.10 57,100.00 1,800.00 17.46 31,426 90 DOMESTIC . EQUITY 600.00 58.72 35,232 00 US STOCKS . US STOCKS 154.00 12.52 1,928.08 DOMESTIC 4,480.00 24.40 109,312.00 EQUITY 418.00 98.74 41,273.28 US STOCKS BALANCED 200.00 44.52 8,904.00 1,000.00 36.98 36,980.00 US STOCKS 500.00 24.50 12,250.00 _s_`__ Account Total• _ _ Investor Total .noca, I34. yZ .vvca, i 34.yZ Incomplete if presented without accompanying disclosure pages Page 1 of 2 Holdings by Investor William J Thompson PO Box 51 Carlisle, PA 17013 Bradley Gerlach ., PA 717-240-0803 Combined Account Portfolio Date: 03/23/2011 Created: 04/29/2011 Disclosure: Registered Representative of and securities offered through Financial Network Investment Corporation, member SIPC.. is not affiliated with Financial Network Investment Corporation. Values are as of 03/23/2011 unless otherwise noted. We believe the sources to be reliable, however t accuracy and completeness of the information is not guaranteed, as it is a compilation of information from various financial sources (mutual funds, direct participation programs, correspondent brokers, etc.). In the event of any discrepancy, the sponsor's valuation shall prevail. ~ he Pertormance data quoted represents past performance and does not guarantee future results. The investment return and principal of an invest will fluctuate so that an investor's shares when redeemed may be worth more or less than the original cost. The values represented in this re ort may not reflect the true original cost of the client's initial investment. ment P For fee-based accounts only: the figures may or may not reflect the deduction of investment advisory fees. If the investment is being mana ed II, g through afee-based account or agreement, the returns may be reduced by those applicable advisory fees. Refer to your Advisor's Form ADV Part The information contained in these reports is collected from sources believed to be reliable. However, you should always rely on your statements received directly from product sponsors. If you have any questions regarding your report, please call your representative. Real Estate Investment Trust (REIT) and Limited Partnership The valuation of non-traded REIT and limited partnership investments is either the initial offerin (provided by the issuer). This information is not intended to reflect the value you may realize if the issuer liquidates the security or if you sell our interests. In addition, this estimated value is reflected in the total value of your account. This report includes the followfig limioted martn t invested real estate investment trusts: y p erships and/or Page 2 of 2 ~. !U ~,~9-49 +~ELL~ F~Fi;O ~~i~Vltiu~'~~; '•,~ .A~~l'TSC~ .~ ,~ ~ ,. -; Estate Valuation Report Predated fQr the acct~u~ts of Il~lll_~,IAM JAMES THOMPSC~IV Ftnan~ia~ Advise ~RUC~~a~BSS 4Vetls Faprg~- A4viscxs i23 BRC-At7 a7R~C. i~1` ~ i>HtL4C~Ei.PHfA. ~A i~3t13~ Together w~'Il go ~a r .~ti1 Si.- l,l~~ ! n ~~ELLS F~R~f} ~,C,'Is~~S Ids, X96 . F. 'S'hy } td*`rrl'f.~.tatcTaF zr as ry:rirr tax ap thrright to h-on;~'~r prap~7ty .it death. The gross estate iacl-,tdes at! assets awned at death. This >"ncludes; asserx held in individual names. the appropr7ate share of assets ownrd ss. tenants in common, one-half of tltelouttly held propesty wlu*n- t4sr}oint tensors are husband and wtfe.and all of}o:ntly held property whrre}oint tenants are not msrred to each other "sub}err to rhP svrvi4 ing tenant's abtl~ry is prow coptnhunat to the purchase of the proveriy. Life [risurance death 5eneftts are included to the gross estats~ iE the )rsui ed was the dwrer of the palic~y~ or sf tre death benefit was payable tt+ the estate aE the 'tn~rwcl. ThF~ Estate Valuatiact Repon prov,des the value of assets tncludtng; Fxlmtser~, Municipal Eond5, Murttal Ftirsds. Sauings Eoncs. Corporarestnd Gover;tlnent 3attds,GisTMAs. FNMAs, f"l7LMCs, Cb+iOs. Unit Investmeat'Trusts ('t7iTs}, U.S. Treasuries end Savixfgs Bonds (', ~ l + acid E3l?~. 25totr •l:rynru'tnghlMrrat+•Voluatas~Datec All Besets ere included sn the c~rsss ersts at thew "fair market vaJ.ue" an the Date of pea;h o: iE the e•.recaror elects, tEsetr value six months after date of death, worth is mf¢rned to as the Alterriazc Vals,arion l7ste. The plecrior. betn the Dare of S)eath and the Alternsre Valuation Date ~tistS E4 allow the tax burden act an estate to reflect the value of tts.at estate a.s acrrrately as poss,bt~ For exaruple, the value of an estate cars charge cirasz?atiaally duanq a six•mozirh period of zinte dependsssg on stock rnark'Er conditions. This fluctuation can tltamatically ai~ect the eruoun: of estate ti+xra c~wrGi. If the ~itarnate V«luatian Ante is e3ecteel, assets are revalued es of that dare Assets sold or distributed dunng :he su:•manth period betwren she Date of Death and Alternate gar,e are vslued at the date of tste sale or d~srributioit, Assets rernatning are valued on the date sir. months otter the Date of Death, The Alternate Yalustion Date can only be vsetf i£ tx re;t1[ts itt a reduced tax burden an art estate When requesting an Alternate Dste evaluatiorti, ills possiblFthat trot all of the asset values lauave changed, and you will nor'.te that accruEils da not eorCinue to accumulate after rile Date of Death. Acrordritg to IRS Aegv)atian ?0203?,-1, say item fn .an estate t4tar son change in value farsay reason other titan thesirnple passage of rime can l+e re-evaluated art the Alternate Vatuatyan Date. Anything else - acerua)s. fur example,. wl;ich would only ihang2 because mare tune has elapsed ~- beep rhe)r Date of ]7eat!t ~•alut:_ Accruals ate stt".ply call: owed to the decedent the day he died_ Thrtresore. if you re-evaluate rite value of this oasis s!x months later :s will still be wprrl the same amount. The value of acc:vals is urchangedberNeen the lute of Death stsd zhe Alternate Vaud'ion Daze Invesrm ant items that do not repre3ent easlz, however, are re•va1•.Led on tht, Alternate Date because sheit worth nay haste changed. Suxk for instance, can change in value with Ilse fom:rses or the oornpany 3rx1 could potentially be worth something much dif;erent six month's later. It is, therefore, re• evs)uated for ~-he Alternate Valustiort pate. 7-Bills, E azd EE Bonds are bought at a discount acrd rise durit~ the course of their hfryrir. se to their face value. This increase !s steady, predictfihle. and represents acactued snteresr. Therefale. Ahernste Valuation Aatc reptsm w;ll slaaw tFle ssmevalue far t4t~ seCi;ritlt+s as I7aax of Death reports. 7'ert:,inology Date of Death: L chat date falls on a holiday ar weelxnd, then the psti2vlous and following market crates are used rn determining value ns rite estate. Ya?uaticn I?ate: Date of the histonral quotes requested, usually tke same as tine date of death. Flteasc-st~e Valuation 3~ste; Date sir, months af:ertbe der,: of death. Ca.-t only be used if estate tax burden is reduced. Security Dtscrptiosz: suer ztame, C`USTP numbs ;and other informational messages relating to the holding'. CiISIP Fstimberr Unique identtfters assigtud to every puh)trly t-aded security in North Atrrerica_ Wlr,r}e such identifiers Bs t)tke~r;yrrebols can be duplicated asrosa drffert'n; exchanges and change with acompaisy's saame, CIJS1Pschaage much less frequently a.-id their reuse is tzghtly controlled by sti ice :u1e: The word"CtlSIP"carnesfrom the Warne of the group that created t`sam, tlse Carnmittee for U'aiforria Securities l.dentific3iian :arocedtue, a caitttnuree of the American Banlctng Assbciatiai,. Slzures ar Pas: For stocks, rite nut;iha; of stiazes or units held. Far bonds, the face amount (pax}. If the quantity is unavailable. the uiEotmauot pxnvtded is leased upon one sbsre of stock or 51,000 parfor baisds, R ~! 0'~~'. ~, 2 ~r 11 1 ~ 4 G Fft~ '1i~E l L S ~ °~ ~ C•'' I c ,;,~GL x t .~!,,R I~gkt/Ask, Lgw,/Yiitl, Mes1L The mean price is calculated is ari &v~.tty~c, of tl7~ hir~h and lave an the valtratinn dare when available. Ii the ~r• prices am rot availxl~l~ Such as oil ho3idaya orwe;Elcends. tttF m:•A p prim is the iavetsPly weiy4tt~ecl average of the bic.Ih and luw vt. the neatrst uadsiyg delta betane aszd srteG, when these prices are availablm.~rith}u ottr wt~k of the valuatia:t date. IEactualt*ades nr~ net Hv<uiab},~, the n+-+asest bid and as+k pric*ys are substituted Serurtticn~ traded on a t'Rnadiart exehartge are? reported with ~anadutn }srices and an ei:change rate. The valy¢ of :he secucity i€ rep:!rted i~ U S. Lzo:lars. SecLrity V;tlue; Far strxls. t}te nuritner of scares tittsQS the rneaa price E'er bands, the P~'value ttnues the arisen prise, dsvaded by SQ4. +4ccr-sed Dividced: i(an etjuity is ex-dtvidend for a ca5:'i distrsbuti~a on ar before the ~a}uatsan dau but is of rtacani after the valuatfaa date.:he dividend is included in hevatuation report and }s added to the sectstity value if the date aE d~th is on or sfez the retard date attd the dividend ss payable after t!tist date, the acctved divi~~nd is hated separately or: the re~~. ort and andecl to the portfolio's total value. Accrue8 Tnrcrest: Interest is asrrucd for bAnds £! am attd intludiitg the fast payable date up ro but isot itielud~ng the date of des;h frteresr accrual$ are raiculsred oa a ~~/3SCrday Isatts for corporate. saves rtrnenr agency, and rrun.iupal boads. kr: setae? day basis is u.~ed for U5.7`reasisry 8bads aitd Hates It a assumed that Interest ss peed semi-anrvalJy and cauEaon dates fa}! at stx•rnonth ttuetvgls calresporsdsriylothe s~tattsrstyr'.atts Stock 13iwidend (Div.} Dates: "E` denotes t1te date the dividend was dederzd. °R" st~prasents the date nE record "P" is the payable date. Bond Interest (Tnt.j Aate6: "F" denotes the date cur~rt period interest begr3tt actroinq acrd `''1"`the date to which i;ttterest due has been talclila:ed ,; ~ ~hix ~~kstroe'~'~altsatign~!apvrt ~rQtrides b~~txrric~al~s,~uzxtie~ ~xi~s`,ng as of ~ pdrticvlsr Rate of i3~a~4~rhiahytuhere spirc.iEied. ~Ye~i~s ~~arga,~dvsca~~ ',A) al~tsit~ this hisrazical dasa koissEstate ~laluatians and ~xi,rdtig Systernt, Irtc, a campas;z~ not Mated ta'SNl=1~, whtch'in tutzl Casrips`Ies this infatz.~.tian frcra a at~rnb~ a~ sources. ~-hie we deer~t~ hhi~ iufaarsrr~ttic~, t<x be xe3iatb~e, we >da naz rvarr.aszty qc grantee its ar~.trsey. WF~i a3suxni5s z~~ ris}~ansi}sitity fer tare Bracy ~~ caraple~ss 4f the in6ormatzon yntt gx~de~, idiC~l3t the 3~ate af7]eath axed the >~,ec~x4 aedaxities 'v~tiCh ~n valazed. Tkexe typzral,~.y b~e as.~ets i~ebttded iu #~ e~iai,~ dirt ~e,~rt~bat~ at tax purpcttses, t~hic~;>t~a~.at ~ist~a~ x~oxt, his serv,{~e i~ nvt xm~~~ed tG, cos~xti:ulr~e legal 4r zest adtn~. Xott Sri raxta~rlt whit year tax g:ofessi ~la2'rteyta discuss estate settletxe~st smdanyal matters, tNyESize~:1 i!ira>rii17RJ,littFM1lOp[i[FS. nQrirtSuA[patFOC da!!iiil:4Ui!AANtfE A;Ati03svuUE 4rf„[:. ('tray Ads: hra t, thF tnr~7,• niru~ u'~•r] lv iwo Spam! ti peg ,trend 6~ukardnaler: k~n(?s Fsrgo fuir~eo„ LL~C and Wcl1s EA.~go icunrw: Afatwoek, Lt~C M•yrabpa CPC. noa~ank aE6twtca a Wols ~n30 Er Lompary. WFL'a Fero Advso.-x der ;tat p.~nvtdr tax at Seal afi'!sr Piaaxe coo~sttt w;sh yvurown tax and t~a~ adK:rtrt beforo takt~ any aeE(o:t t2ta1 wau3d i~awe ts!t or l~ai ~2DiD'IelcUsTatflcAd+dsorxLLCA!Er~h'er~:Otved ECG~236IG%r C:]D•D4:4 58699L1fievt]C ~ti, •, ~n, f~~~,~;. ;. 1, i ;~9?'~ '~~ELI~ F~,F~~O ~,C~JIsu~3S Estate valua:.lan wiLLIAH Titiv.SS i}i0MPS4N Date os~ Death: 43!23/2011 Es~ate a,E: kzLLIP~! JF2!ES 3'HOMP5CN valua tion aite: 63123!2911 Atcourt: 83436628 / 9620{,77Q46 Pzxa aaing aate: DSJZQI2011 ROpCZ: 7^/pt: Dote a: Chta:h xuntber cE 5eCUSiCies: la F:.1¢ io: 8343-6426 Shase~ security tdran endlo; Dic aed In: security 4r Par 9e.~crSptiar, K1gJslAsk Lox/Bid rdjusments r~CxuaiS UaiLB 11 9419,8E 6ANK nxAb5li ~ ICAStt) 4.419.89 AccsasL D.32 2) 2006 ANSALX GAP M{2+tT i'NC i93571Q409) CO)i `'eK York SLOZk ErchA~ge 0312312011 18.14000 /7,~i000 S/I, 17,S74D60 35,454.00 3) 1400 caE~tusl: CL&tP NF.33 1166764104} CQN Ntv Yos'k SCOCI: £xcharige 03123!2011 105.42004 14a.4S400 91L 105.1D56D0 iQ3,l$5.4D 4) 326a pow c~Etd CO i2o05431D3! COd :4ea York SL3Ck ExGhanpe 03/Z3J2i311 s6.96000 36.00600 K/L 3fi.484400 114.881..92 5) BDO FtxLLi$i1RT0i: CO 1d4621&1011 CO~f Nex YaLk StUGk ExCl3angc 03!23/20.1 d6.55D00 4S,49p09 H!L 4.6.024600 3b,616.p4 6) 60Qd HERTZ ULdE~AL 170LOING5 I.TC {g2945T10:) WOl4 Nep YOZk Stock FNGha.r.Se 03/2"s/20SI 15.$6090 15.940D4 x!L 15.600060 S3, $44.09 7} 300 9L~)BYI9cLL ih':L YF:C {S36S16146) CCk Nev York $tar,Y ExChalge 4:/23/:011 5?.24549 56.30649 ~11L 5fi.'1 d2506 17, 439.75 8) 4320 LSI CO&PORATIOH 1502L61102) COX NQw York S[xk Ezchangt 93~:3l2431 6,F8600 fi.5SO4D A/L 6,115004 29,068.&0 4} 15000 L~dNEYGRAM F.k'?L iNC (G043:Y109) CoH ::OL Yprk Stack la::hdnt~8 0312'3/$011 3.35090 3.224D0 xIL 3.2E5000 4'?,2?5,00 101 5625 OLD 11C1)!IbtI4N r"CiBT LINES INC t6?95E0300J ~i ihr NASDAQ StCCY, Marktt LLC D3/23JZ011 34.20000 33.6iD04 RIG 31.9F5oa0 191,953.13 11) 4000 RITE D.TO CORD {7(,775410,4} ~C07i New Yazr Stack ExcY:angc A3f23/2011 1.0500D 1.9004D x/I. 1.625900 4,106,D4 121 1549 SPR14T N'I:YTLL CdSP ;flSZ061100) CGs4 BEN 1 Alex Yart Stock E:tt'tk3age 03/Z3/20L1 4.52440 4,34D60 h!L d,a3a0O0 5,545.D6 Page 3 Thfs r€pott Ada prGduced xizfi I'srateYd?, a pvduc; aF Es:.ate valua:Sons t PrlCing Systems, <oC. IL y3u bare g'aest_oris, pleasa contact EY8 5ys.tems as (EXe) 313.63D0 at w,n~.evpsys.tav~. ckerision T,2,Oi ;, 1~~11 ~:~ciF`h~r ';'ELLS =~?C,C! RC~'dICCF Dnie of Death: p3123i2411 t?statc of: ftL7.LIJGY ;~A*i65 Tk9H254N valuat'_on Datc: p"s123/2011 A~caur.~; 83435p2$ / 962407709D Prbcrssi~g Daft: D6l24l2011 Report, Type: Date of Teach NGmbCr 4€ 52CUi:te3: 1Q :ile YD: n3E3-6628 Sha1`C7 Seturity Mean and/nr Dsv Sad in; Stcurxty at Fa= i-4nCzi,~tinn Aa.ghlAsk La'd/SxG RdyustmeAts Acci~xals Value ii: 25 VZA.7 COAP (9255.'.A4461 C0.': RiEy1 ;:x+r Yosk 5taCx ~tc~sange 03/23/2011 2'2.3.000 21-21000 HIL 23~T906DQ Scu.~S Div: 0. D4 Ex: a3/09l2011 Eecz 03111lzDll eay: Oa1411x431 l,po 14) 3?250 i1E-'1DYS P.I2E3Y5 GE+AUP iNG i95fl56Z305) Cpv NeN Yask stocf: Fscttisngc 03123!2011 5.13004 4.31p00 R1L 5.024DOp '_85.955. D0 TOLal Value: $882,499.23 i4t81 ACCYUal: 51.;2 Satal: 5862,540~~5 R~rxtfa2:a E~rotee ?aLlad: ic:L4iAY, JAySS TSOlSP504+~ AND 3EYSY TItOMPSON .3'I~OS PD SOY Si i G.:.9LISLE PA 17013-OQ51 AGCOant eras Opened ate 0v12@/1959. Pape Z Tnxs report ,.'as pzodcred with Estate~'ai, a product of ESCate va!u,atit~s f prtr=rtg SySCefts, Erc. 1P y4u Rave questions, p.CESe CARtaCt EYp $ygtcA3 at (E1 $1 ~]3-6344 ar vW.ez~pSy3.C8A0. {R~YSStOh 7.i_D) TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 14-06-0027-036. in the 2010 Tax Assessment Dat DistrictNo 14 ayaSC Parcel_ID 14-06-0027-036. MapSuffix HouseNo 55 Direction Street GROVE ROAD Ownerl THOMPSON, WILLIAM J & BETTY C/O PropType A PropDesc LivArea 1 180 CurLandVal 204000 CurImpVal 72800 CurTotVal 93900 CurPrefVal 21100 Acreage 53.22 CIGrnStat y TaxEx 1 SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBkPage 0020R-00421 YearBlt 1900 HF File Date 10/25/2004 HF Approval_Status A http://taxdb.ccpa.net/details.asp?id=14-06-0027-036.&dbselect=l 11/2/2011 IIIIII II II I II III TAX PAYER Bill No: 1255 AY 2011 Statement of Real Estate Taxes B II Dat No: 0 3/ 8] 9 1 20 ABLE Assessed Preferred Land ~ Improvement Mineral - 0 0 O: MABLE G. STITT, TAX COLLECTOR Values 2,200 0 Total BIG SPRING S.D. 0 2,200 2655 WALNUT BOTTOM ROAD CARLISLE PA 17015-9329 Rates Discount Face .olzo9eoo 2 ~ SCA Penal , TEMPORARY RETURN SERVICE REQUESTED OOL R/E 26.09 26.62 10 +t 29 ESC: AssESS.NO -31000879 - - .TAX AMOUNT DUE -----> $2s.os $2ss2 .28 MAP NO: 31-13-0112-043 $29'28 R SOUTH SIDE DRIVE ACRES- 23.000 DEED 0021V1P00122 If Paid On. or After 7/01/2011 9/01/2011 If Paid On or Before 8 11/01/2011 LAND APPROX 23 ACRES /31/2011 10/31/2011 IF NOT PAID BY 12/31!2011 THIS BILL WILL BE RETURNED TO TAX CLAIM BUREAU FOR COLLECTION AND FILING O 12/31/2011 VACANT LAND F A LIEN AGAINST YOUR PROPERTY.IF TAXES ARE ESCROWED FORW A7C THOMPSON, WILLIAM J & BETTY J ARD TO MTG CO. $1. :FEE FOR ADDITIONAL RECEIPTS. CASH ONLY AFTER 12/15/11 00 ~ '~ 'AVER COR O I L ISLE PA 17013 ~~cE MON 5-8PM, WED 9AM-8PM CLOSING @ auas: 5PM 7/27 CLOSED 11/23, 12/21 &28 NO-SAT, SUN OR HOLIDAYS, CLOSED JAN-FEB (717)776-3606 'AYABLE o: MABLE G. STITT, TAX COLLECTOR 2655 WALNUT BOTTOM ROAD CARLISLE, PA 17015-9329 TEMPORARY RETURN SERVICE REQUESTED .Esc: ASSESS.NO -31000879 MAP NO: 31-13-0112-043 R SOUTH SIDE DRIVE ACRES 23.000. DEED 0021N500122 LAND APPROX 23 ACRES VACANT LAND ~ THOMPSON, WILLIAM J & BETTY J 'AVER POo OXLEIPA 17013 ~~icE MON 5-8PM, WED 9AM-8PM CLOSING @ iouas: 5PM 7/27 CLOSED 11/23, 12/21&28 NO SAT, SUN OR HOLIDAYS, CLOSED JAN-FEB (717)776-3606 ,C ~ ,~~. ~; r~ ~f ~, L} ~f .~~ ~~ Return Bill with Payment. For a Recei t p , ,_ _.______ _ ____ __ Enclose aself-addressed stamped envel TAX COLLECTOR COPY Biil No: 2011 Statement of Real Estate Taxe 1255 No: 03~/ 002 g7 j ~ Assessed Preferred Land Improvement s Mineral 0 0 B Dat Values 2,200 0 0 Total BIG SPRING S.D. 2, 200 Rates .01209800 Discount Face Penal SCHOOL R/E 2 ~ 10 +t 26.09 26.62 29.28 TAX AMOUNT DUE -----> $2s.os $2s.s2 $29.2f If Paid On or After 7/01/2011 If Paid On or Before 9/01/2011 11/01/201] IF NOT PAID BY 12/31/2011 THIS BILL WILL BE RETURNED TO TAXO11 1 CLAIM BUREAU FOR COLLECTION AND FILING OF A LIEN AGAINST YOUR PROPERTY.IF TAXES ARE ESCROWED FORWARD TO MTG CO. $1.00 FEE FOR ADDITIONAL RECEIPTS. CASH ONLY AFTER 12/15/11 o••ti ,.nRill wifi, o.....___. .-_ SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER William James Thom son ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER I TAXABLE DISTRIBUTIONS ~icelude outright spousal distributions, and vansfers under Sec. 9 ~ i 1 Betty Jane (or J.) Thompson 55 Grove Rd Carlisle, PA 17015 II 21-11-0478 RELATIONSHIP AMOUNT OR SHARE Do Not List Trustee(s) ~ OF ESTATE Wife estate SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $~ LAST WILL AND TESTAMENT OF WILLIAM J. THOMPSON I, WILLLAM J. THOMPSON, of Lower Frankfort Township, Cumberland County, N~ ~' ~~ ~~ ~~\ ~~ \ \\ ~J ~` C ..:~ `-' ~ ~-' e., ~~ r Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and all death taxes (Pennsylvania inheritance tax and federal estate tax) occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM II: I bequeath my good china received as a wedding present [the china with the azalea pattern] to my nieces, TERRI UVODICH and BETSY WILSON, with each to receive an equal share as they shall agree or as shall be determined by my Executor in his absolute discretion. If either niece shall not survive me, then all shall be distributed to the surviving niece. ITEM III: I bequeath the rest of my automobiles, personal effects, household goods, and other tangible personal property (not including cash or securities), together with any existing insurance thereon, if any, as may be my individual property and not the property of my Wife or owned jointly by me with her, asset forth in a separate memorandum which I shall place with my Will to the persons therein designated.. If I,ahalh leave no separate remorandum, or with regard to my automobiles, personal effects, household goods, and other tangible personal property (not including cash or securities) not referenced by such memorandum, I bequeath such property to my Wife, BETTY J. TIiOMPSON, if she survives me by thirty (30) days. Should my Wife, BETTY J. THOMPSON, not be living on the thirty-first day after my death, I bequeath such tangible personalty and insurance .thereon to my brother, KENNETH D. THOrvIPSON. t~ ~~.~ ITEM III: I devise and bequeath the residue of my estate, of every nature and ~~ wherever situate, to my Wife, BETTY J. THOMPSON. Should my Wife, BETTY J. ~~ THOMPSON, predecease-me~, I devise and• bequeath the residue• of my estate; of every nature and ~; ~.i u wherever situate, to brother, KEN1V'ETH D. THOMPSON,'or to hi's issue if he shall not survive me. J "~ ITEM IV: I appoint my Wife, BETTY J. THOMPSON, Executrix of this my ~~ Last Will and Testament. Should my Wife fail to qualify or cease to act as Executrix, I appoint my brother KENNETH D. THOMPSON, as Executor of my estate. If Kenneth fails to qualify or ceases to act as Executor, I appoint Wachovia Bank, Harrisburg as Executor. ITEM V: I direct that my Executrix and her successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. 2 IN WITNESS WHEREOF, I, WILLIAM J. THOMPSON, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four (4) printed pages, each of which bears my signature, this ~,~~ day of September 2005. (SEAL) WILLIAM. T~I0~1'IPSON, Testator E ~ Signed, sealed, published and declared by the above-named Testator, William J. Thompson, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~.. i` .-~, ~~~ 3 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) WE, WILLIAM J. THOMPSON, TAYLOR P. ANDREWS, and BETTY J. THOMPSON, the Testator and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as and for his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the Testator was at the time eighteen (18)' or more years of age, of sound mind and under no constraint or undue influence. estator Taylor P. Andrews, Witnes's Betty J. T'~iompson, Witness f Subscribed, sworn to and acknowledged before me by WILLIAM J. THOMPSON, the Testator, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS and BETTY J. THOMPSON, witnesses, this %~ day_of September~200~. Nb1'~,71AL ~~AL Notary Public SHELLY SEXTON, Pdotary public Carlisle Soro, C~u~iberland County any Commission E;;pires April 26, 2007 -- ~ -SEAL) 4