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Home My WebLink About02-25-15 � 1505614134 FX�09-�4�(Fp REV-1500 OFFICIAL USE ONLY Bureauo(IntliviEuaiTaxes �NHERITANCETA% RETURN CounryCotleYear FaeNumber ao eox zaosoi 2 1 1 1 1 0 8 0 Harrisburo Pq 1�t2e-o601 RESIDENT DECEDENT ENTER DECEOENT INFOftMATION BE�OW SOCidISeLufi�y NUlnbel Da�e OI Oealh MMDDYYVY DatB of Bil1h MMO�YVYY 1 9 1 1 Name Suffix �ecetlenYs First Name MI T H 0 M P S 0 N R 0 B E R T W Qf Applicable)Ente�Surviving Spouse's InformaHon Below Spouse's Last Name SuRix Spouse's First Name MI T H 0 M P S 0 N p p y � THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 1. Origlnal ReNm � 2. Supplemenlal ReNm � 3. Remaintler Retum(tla[e of tlea�M1 ❑ Prior[0 1243-82) 4.AgriculNre Exemplion � 5. FUWre Interesl Compmmise(tlata of � 6. Federal Estate Tax ReWm Requiretl �tlateoldeat�onoraXer]4-2012) death afler1242-82) ❑X ] Decetlenl Dietl Testate � 8. Decedent Maintained a Living Tmst � 9.Total Numper ot Sa(e�eposit Boxes IA�cM1mpyolwl0.) (AnachCOpyolimsL� Q 10. Liligation ProceeCs ReceiveC � 11. Non-ProDate Transferee ReNrn � �2, peferraVElection o/Spousal Tmsts (ScheEule F entl G Assels only) ❑ 13. Business Pssets � 14. Spouse is Sole Beneficiary (NolmStinvolv¢tl) CORftESPON�EN7�iHIS SECiION MIIST BE COMPLEiED.ALL CORRESGONOENCE AN�CONFIDENTIAL TAX INFORMATION SHOULD BE pIFECTEO T0: Name Daytime Telephone Number D A V I D H S T 0 N E , E S Q U I R E 7 1 7 7 7 4 7 4 3 5 First Line o(Atltlress 4 1 4 B R I D G E S T R E E T Secontl Line of Atldress Ciry or Post ORice State ZIP Cotle N E W C � M B E R L A N D P A 1 7 0 7 0 CorrespanCenl'se-mailaddress: DSTONEaSTONELAW. NET c� %� � I —_ FEGISTFILO�NILLS USE ONLY�'� F� _- _ _. .. -'I REGISiEROFWhL5USE0NLY . , r'l DRTE Fl�ED MMODYYYY � - � . ..�� ; ' _ ' N - � .�—_ I 1._ I . ' C'1 � . i J � I � _ DATEFllE�STAM�. _ —_ r V i'Y .] c7 s -n PLEASE USE ORIGINAL FORM ONLY Side 7 I IIIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII �{ L 1505614134 1505614134 J ` ', I � J 1505614234 REV-1500 EX(Fl) DecedenPs Social Securily Number oe�aem�sHame: ROBERT W . THOMPSON RECAPITULATION i. Real Eslate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. • 2. Stocks and Bonds(ScM1etlule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. • 3. Closely Held Corpo�alion, Partnership or Sole-0roprie�orship(ScheOule C) . . . . . 3. • 4. MORgages antl Notes Receivable(Schetlule D) . . . . . . . . . .. . . . . . . . . . . . . . . . 4, • 5. Cash, Bank Deposi[5 and Miscellaneous Personal Property(ScheOule E). . . . . . . 5. 7 8 7 9 9 . 7 8 6. Jointly Owned Pmpetly(Schetlule F) ❑ Separete Billing ReQues�etl . . . . . . . 6. • ]. Inter-Vlvos Transfers 8 Miscellaneous N n-Pmbate PropeRy (Schedule G) � Separa�e Billing Requestetl . . . . . . . ]. , e. Totai Gross Assets(rotai�ines i tmough�� . . . . . . . . . . . 8 7 8 7 9 9 . 7 8 9. Funeral Expenses and AtlminisUative Costs(SCM1etlule H) . . . . . . . . . . . . . . . . . . 9. 1 $ 9 � . 5 � 10. Debis ot Decedent Morlgage Liabililies,antl Liens(Schetlule I) . . . . . . . . . . . . . 10. • 11, Totsl Detluc[ions(rotal Lines 9 antl 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 1 $ 9 � . 5 � 12. Ne[Value of Estate(Line B minus Gne 11) . . . . . .. . . . . .. . . . . .. . . . . . . . . . 12. 7 � 2 � 9 . 2 8 13. Charitable antl Govemmental Beques�slSec 9113 TmsS for which an election b�ax�as no[been made(Schetlule J) . . . . . . . . . . . . . . . . . . . . . . 13. . i4. Net Value Subject to iax(Line 12 minus Line 13) . . . . . . . . . . . . . 14. 7 7 2 0 9 . 2 B iAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable a��he spousal tax rate,or transfers unde�Sec. 9116 (a)(i.z�x.oa_ 7 7 2 0 9 . 2 8 is. 0 . p p 16. Amounl ot Line 14[axable aUinealrate % .o_ 0 . Q 0 ts. 0 . 0 0 1Z Amoun�ofLinet4taxeble atsiblingraleX.12 � . � � 1]. 0 . � 0 18. AmountoiLinel4taxaCle atcollarerelrateX.15 0 . 0 0 �g. 0 . 0 � 19. TAXOUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � . � � 20. FILL IN THE OVAL IF YOU ARE REpUESTING A REFUND OF AN OVERPAYMENT ❑ Untlar pBnepies ol pepury.I Oeolare I�eve axaminetl�M1is reW m,IncluO�ng amom0anying scM1etlules antl sbtemenls,and to Ne best of my Xnowle0ge antl Deliel, 1�Is Ime.oorrM an0<omD�ero.Decleralion ot preparer o��ar t�en I�e person responslble�or Aling t�e reWm Is base0 on all Informatlon olwbicM1 preparer�as anyhno g SIGN R F PER�ON BLE FOR FlLING RETURN pqTE G4•/ I . j A�DRE55 113 GA R AD MECHANICSBURG PA 17�55 SIG A RE 0 EPq ER T E THNN PERSON RESPONSIBLE FOR FlLING THE RETURN DATE _� � ' nooae 414 BRIDGE S REET NEW CUMBERLAND PA 17�7� I I�II�I IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII Side z L 1505614234 1505614234 � ftEV-t500E% (Fp Page3 FlleNumber DecedenYs Complete Address: 21 11 1080 oecEOENrsr�aMe ROBERT W• THOMPSON sraeeTnooaess . _—_ . _ .. . ..- - - - 1135 LAMBS GAP ROAD CITV .—.. . .. . .--. -" STATE .—_I ZIP MECHANICSBl1RG IPA ' 17055- Tax Payments and Credits: �. Tax Due(Page 2,Llne 19) (i) 0 • 00 2 Gratlifs/Paymenls A. Prior Paymenls B.Oiscaunl (Seeinstmcoons-) ToiaiCredits(n»B) (2) 3. In�erest 0 • 00 4. If Line 2 is greater Ihan Line 1 .Line 3,enter Ihe tliflerence.This is�he OVERPAYMENT. (3� 0 . 00 Fill in oval on Page t,Line 10 to requesta re(und (4) 0 • 00 5- If Cine i .Llne 37s greater�han Llne 2,enterthe dlflerence.Thls is�he TAX DUE. (S) 0 • 00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did deceaent make a transfer and'. Ves No a. relaintheuseorincomeoflheproper�ytransferted ...... ........... .,......_ � Q ............. . b. retain the right io designate who s�all use Ihe pmperty Iransferred or i�s income .._........................... ❑ ❑X c. re�ainareversionaryin�erest ......._... ......__ ..._..._ ........... .._.......... ❑ x❑ e. receivethepmmiseforliteo�eitherDaymems,benefitsorcare? ........................._................._......._ � Q 2. It tleath wcurred after Dec.12,19ffi,did decedenl ironsfer pmpetly within one year of death withoW�eceivingatlequateconsideralion7 ,.......... ......_.... , � Q __....... ........... 3. Diddecedentownan'inlmstfororpayable-upan-0ea�hbankaccountorsecuritya�hisorherdea�h7 ......... ❑ Q 4. Did dece0ent own an individual re�iremenl account,annuity or other non-proba�e pmperty,which containsabeneficiarytlesignalion�.......... _._._. ._........ ....._._. ......__ ❑ Q IF 7HE ANSWER 70 ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For tlates oi tleath on or after July 1, 1994,antl 6etore Jan. 1, 1995,t�e[�ra�e imposed on t�e net value oi transiers to or for me use oi ihe surviving sDouse is 3 percent[72 P.S. §9116(a)(1.7)(I)�, For tlates of dea�h on or after Jan. 1, 1995,the�ax rale imposetl on the net value of Iransfers to or for Ihe use of�he surviving spouse is 0 percen� [72 PS. §9116(a)(1.1)(ii�].The slatute does no�exempt a transier to a surviving spouse fmm ta�e,and the staNtory requiremen�s for tlisclosure of assets antl fling a tax retum are slill applicable even if Ihe surviving spouse is Ihe only beneficiary. For dales of death on or after July 1, 2000: • The tax rate imposed on Ihe net value of Iransfers fmm a deceased chiltl 21 years of age or younger at death to or for the use of a natural parent,an adoplive parenl or a step-parent of Ihe child is 0 pemenl[72 P.S.§9116(a�(12)], • The t�rate Imposetl on Ne net value ot transiers(o or lor the use ai the tlecedenCs llneal 6eneficianes I5 4.5 percen�,except as noted in[72 P.S. §9116(a)(1)]. • The tax rale Imposed on Ihe nel value of trensfers to or for the use o/Ihe decedenCs siblings is 12 percent�72 P.S.§9116(a)�1_3)).A sibling Is define4 under Section 9102, as an Individuel who has at leasl one parentin common with Ihe decedent,whether by blood or adoplion. REV�1508 E%�(CB-']) pennsylvania SCHEDULE E oEVAR.rnErulorAEveuue �rv„eairavicernxae-uaN CASH, BANK DEPOSITS 8 MISC. aEsicEuroECEOENr PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ROBERT W. THOMPSON 21 11 1080 Include Ihe pmceeas ot liligalion antl Ihe date Ihe o�oceetls wera received by the eslale. All property jointly owned with rlgh[of sunivorship mus[be tliscloseE on Schetlule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH i Litigation proceeds from ashestos lawsuit 78 ,799 . 78 TOTAL�AIsoenleronLineS,RecapiWlation� b �8,799. 78 I(more space is needed. use addi�ional sheets of paper o(the same size. aEv-i ai i EX+ ioe-ta) pennsylvania SCHEDULE H oeanarMeNro�AeveHu= FUNERAL EXPENSES AND aEso=ri."oECEoeNi�uk" qDMINISTR4TIVE COSTS ESTATE OF FILE NIIMBER ROBERT W. THOMPSON 21 11 1080 �acetlenPs debb must be reportetl on ScheEule I. ITEM NUMBER �ESCRIPTION AMOUNT A. FUNERAL EXPEfVSES'. t. B. A�MINISTRATNECOSiS'. 1. PersonalRepresentaliveCommissions�, Name�s�oiPersanalRepresen�a�ive�s) SVeetA40ress Ciry Sta�e ZIP YeahSf Commi55ion Pdid'. p. anomeyFees: David H Stone, Esquire 1,175 . 0� 3. FamilyExempGort��Ildecetlenfsa4Jressisno�NeSameasdaimanYs,atlachexplanation.) Claimam SVeP1A0�ress Ciry Slate ZIP Rele�ionshlp ol Geimant lo Decetlsnt a� arooa�eFees: Cumberland County Register of Wills 80 . 50 5 AccountantFres�. a. iaxReNrnPreparerFees: �. Register of Wills-addl short certificates 15 • 00 2 Register of Wills-addl probate costs 190 . 00 3 Register of Wills-filing Inh tax return B Inv 30 . 00 4 Reserve for closing expenses 100 • 00 TOTAL(AlsoenleronCine9,Recap7lulaiion) S y,590 . 50 Ii more space is neeaeq usa aatlitlonal sheatl ol peper o!the same size. REV-151]E%.101-ICI pennsylvania SCHEDULE J oEaaarmeHrorqevcH�: �N�Ea�,A�vcErqxaE,uRH BENEFICIARIES RES;OEVi9ECEDENi ESTATE OF: FILE NUMBER: ROBERT W• THOMPSON 21 11 1080 RELATIONSHIPTOOECEDENi AMOUNTORSHAftE NUMBER NAME AND AOJRESS OF PERSON(5)RECEIVING PROPERTV Do Not Liat Truatee�s) OF ESTATE � TA%ABLEOISTRIBUTION$ IlnclutleouppMspousalJisinbWionsanOtransfersuntler Sac.97 f6(a)p2].) i FAYE L THOMPSON Spousal 77,209 • 28 1135 LAMBS GAP ROAD MECHANICSBURG PA 17055- ENTER DOLLAR AMOUNiS FOR DISTRIBUTIONS SHOWN ABOVE ON LWES 15 THROUGH 18 OF REV4500 COVER SHEET,AS APPROPRIATE. II. NON�iAXABLE DISTRIBUTIONS: A. SPOUSAL�ISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: t B.CHARRABLE ANO GOVERNMENTAL DISTRIBUTIONS'. 1 TOiAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRI6UTIONS ON LINE 130F REV-1500 COVER SHEET. j If more space is needed,use addifional sheeta of paper of the same size. . , � LAST in12LL AND TESTAMENT OF Rn�E:�T W. TfiC�vIpSON I, RUBERT W. THONpSGid, o£ the lownship ,f Hampden, Countp �'=" C.unberland and Scate of Pennsylvania , being of sound and dis- posing mird, memory and under,tanding, do maka , p��Ablish and de- clare this my Last Will and Testament , h=reby revoking and making �ioid ar.r e,_u ?_1 orio !� ; r 1-lls hp �he at ar.p ti^s h�retofore made , � � 1. I di:ect the payment �i ail my just debts ama funeral expensa� :s soon a£ter my der.ease as the same can conveniently be done . 2. All the rest , residue and rama.inder o£ my estate , real � per- sonal aad m-_xed, o£ whatsoaver nature ar.d where�oever situate ,. I �ive , devise and bequeath to my wi£e, P'ay L . Thom s � c� and in fe P on,-�solutelp-, � ;� e simple . -- - - `c� _ , . -=,�r� �� . 3 . - In r,'�-; z vA nt m -��1' - � y wi£e should r -� -�'` �� p edecease me or should die wi+�in �� thirty (30) day� £rem t}�e date o£ m}� death, I give , devi;e and bequeatn my estate as follows: � � • I.^. the event my son, 'Javid R. Thomnson is ?1 �Aar� �£ ��E =r "--=r, ne shall r_^=_ -_ _ vs the entire estate absolutely a�i.0 _• _r. =cs =;.�_. ..._ _ .,.. ;,vid n. 'c��nso!�, has not reeched -�- Q , my estate s'�:ail be dietrib�.iteJ. a�� follows : (1� • 1'4l -ai£e 's diamond rin�, together with ��g iie:�s � ., £urnit;ir� , Jesyelr- Y �nd ot;•:��r n=rsor.al -- -- � - `- � =r _ - „n, q�„_.� @. . - -�- -_ � i_�n��:��n � 2) . All the rest, rasidue and remainder o£ my esY.ate shall he r.onverted to �ash by my Executor and paid to Cumberland County National Bank and Trust Company� in trust � nevertheless � to invest and reinvest and to pay for the maintenance , support a�d education o£ my son, David R. Thompson, such ."'Ag ?� _Il +s•? gnla aic,•pnri �.,n :r T�'� __ _' _a= _ are reasonably na<�ssary �or these purposes, I authorize payment from principal as we11 as inco�ne � even though tne trust may be exhausted thereby. 4Jti2n :ny son reaches age 21, the trust sha11 c�.ase � ar.d determine and the balance o£ t!�e principal, togc�her with any undisLributed income shall be paid to him. 4 . ? nominate , constit�ite and appoint ml wi£e , Fay L. Thompson, �zecuirix of this ny Last Wi11 and Te�;ament , and in the avent she should predecease me or for any reason be unabi� or unwilling to act .:is such, then I nsminate , constitute and appoint my son, David R. Thcmpson, if he has reached age 21, but i£ he has not reacned age 21 on tn�_= .'ate of my death, I nominate , constitute and appoir.�� ay si�ter-in-lavr, Shir'_ey Umholtz, o£ Harrisburg, Pennsyl- -�rar.ia , c - ce the Eze�,utrix of this my La:;t V7ill and Testam=nt �:n ___ - " _' -L'. E-a3d. -� �- �=_� � -�-'-=�� . - .�� . .. ..;, :cr.tc set m� hand :n:1 seal this day o£ Pbv_mber , 1975 . � . _ _4� ., _. �',, .. - '� .. .:" (SEAL) L . � � .�..<. :: - � : . ..,_, �s-":a�:v:;. �.,;�.,,- -,- 3igned, ses�a:i, y-.�iie:z� s..,. _�_larad oy thz above named Robert W. Thnmpson, as and £or his Last Will and Testatrient , in the presence of us who havz >>ibscribed our _--= = �=r=to �s vritnesses, at the request ii said testator, _ ��rl�_ 1J/i . (� - J �. HANOLER HENNING & ROSENBERG, ��P � 16533 � VEROOR CMECKNO. cuaae��q vcuairve�oicE�p�e�pTH MW8'�II19o�E UTOFd�N}W�M@4H�fATEdFR08@K,N�TPAio oisco�gqg�H �,, 185892 216882 ihompson, Rabert 09/12/20�4 78799.78 '�, ESTATE OFROBERTTHOMPSON HANDLER HENNING & ROSENBERG, LLP cnn'drGiiu vnaian 16533 A1"fORNEYS AT LAW sa-ie�e-a�a 1300 LINGLESTOWN HOAO,SIIITE 2 HARNISBUHG,PA1)HO CHECKNO. CHECKDATE VEYpOqNO. � 16533 09/12/2014 TEMP � 3 PAY cHECrcaMouNr 8 Seventy-eight thousand seven huntlred ninety-nine and seventy- � eighU100 $78.79978 - & IOLTAACCO 10 THE DAVID THOMPSON, EXECUTOR OF THE ESTATE OF ROBERT 'vo�on oaa�vs—� I� '� ORDER THOMPSON OF nut.nAizeo siorvnnae �:03131878 ?�: 2 204003 5 7 5�i•6533 HANDLER HENNING & ROSENBERG, LLP � .�•533 TEMP DAVID THOMPSON, EXECUTOR OF THE ES7ATE OF ftOBERT 16533 185692 216882 Thompson, Rabert 09/12/2014 7879978 ESTATE OF ROBERT T40MPSON i ' � c � o - I � � IN THE WURT OF COMMON PLEAS �3 � r "' mm � m- OF CUMBERLAND COUNTY � � z z� � ��, �p i ��, )�- �1S 1°� �_ � ��: . NO.: a� S o.'„' � DAVIDR.THOMPSON,Executor CNILACTION—LAW =� '— D� � �� ofthe Estate of ROBERT W. THOMPSON, � � �'� ' . Petitioner '� �' =,', ORDER � ANn rvOw, t6is 'y'�"day of ��_, 2014, upon consideration of the foregoing petition, IT IS HEREBY ORDERED that Petitioner is authorized to enter into a settlement in the gross sum of$308,Q80.00. Petltioner is authorized to sign a release and to mazk �� .. the matter settled, discontinued, and ended as to the De�endents. ' � The settlement proceeds shall be distributed as follows: . � (a) payment of counsePPees in�the amount of$119,654.50 to the law firms of - Handler; Henning&Rosenberg, LLP; Cory, Watson, Ccowder&DeGads, PC; � . and Shrader&Associates, LLP from the funds due; � � (b) payment of costs in the amount of$17,486.60,and the Medicare lien satisfaction in the amount of$14,239.33, m the law firms of Handler,Henning&Rosenbeig, LLP; Cory,Watson,Crowder&DeGaris, PC; and Shrader&Associates, LLP from the funds due; and (c) the balance of the settlement is apportioned as follows � (i) Wrongfiil Death Action: . Fay L. Thompson,DecedenYs spouse - $78,799.79; (ii) Survival Action: . Petitioner,David R. Thompson, Executor of the Estate of Robert W. Thompson- $78,799.78. � � � � BY THE CO RT � TRUE COPY FROM RECORD /l/ /1 D� �� In Testimony wheieof.I here unto sat my hand � /�/ antl[h of seld el Cerlisle,Pa'>/ rn�s a�zo� J• . �...Pmui6noW v✓"'�^�!� ' ( Ui lliF Jp �'fY/�. . . � zOr4 �rHp��A;;'r cur; �U( 3� P�7 / J 9 Pf��Sy��y��;v7y Gregory M. Feather(PA 79456) FIANDLER�HENNING&ROSENBERG�LLP 1?00 Linglestown Road, Suite 2 Harrisbwg, PA 17110 Ph. 717.238.2000 � Fa�c 717.2333029 � feather@hlulaw.com Attomeys for Pctitioner . IN THE COURT OF COMMON PLEAS OF CTJMBERLAND COUNTY No l �_ �-� 5�� cU � DAVIDR. THOMPSON, Executor CNILACTION—LAW of the Estate of ROBERT W. THOMPSON, Petitioner � �. PETITION TO APPROVE SETTLEMENT :OF WROLVGFUL DEATH AND SURVIVAL ACTION � TO THE HONORABLE JUDGES OF THE COUAT: The Petitioner, David R. Thompson, Executor of the Estate of Robert W. Thompson, by and through his attomeys, HnrvnLex, HervNmc & Roservseac, LLP, by Gregory M. Feather, Esq, pecitions this Honorable Court to entec an Order permitting settlement of this action, and in _ support thereof avers u follows: 1. Decedent, Robert W. Thompson, was bom on May 21, 1921, and is survived by _ his wife;Fay L. Thomoson, a�d child David R. Thomnson. 2. Pe4tioner, David R. Thompson, is an adult individual currenfly residing at 199 Beagle Club Road, Cazlisle, Cumberland County, Pennsylvania 17013. He was appointed � Executor of the Estate of Robert W. Thompson on October 13, 2011. A copy of the Short Certificate is attach hereto, made a part hereof, and marked"Exhibit A." 3. Decedent, Robert W. Thompson, was diagnosed with mesothelioma in July of � 201 I by Thomas 7. Cnifone, M.D. 4. Decedent, RobeR W. Thompson, died on September 6, 2011, as a result of mesothelioma. A copy of the Death Certificate is attached hereto, made a pert hereof, and mazked"E�ibit B." 5. Decedent, Robert W. Thompson, died testate and pxoceeds of this settlement will be dishibuted under the provisions of his last will and testament. A copy of the DecedenYs Last Will and Testament is attached hereto,utade a part Lereof, and marked"Exhibit C." 6. Petitioner, David R. Thompson, individually and as Executor of the Estate of Robert W. Thompson, brought clauns against Babcock & Wilcox, CBS-Westinghouse, Celotex, Fibreboazd, Foster Wheeler, Johns Manville, Leslie Controls, Met Life, and Owens-Corning, which are asbestos=insulation manufacturers, as a result of DecedenYs asbestos exposure. 7. The aforemenrioned asbestos manufacturers have offered settlements in the following amounts, for a total settlement of$308,980.00: a. Babcock &Wilcox- $6,750:00 b. CBS-Wesringhouse-$liQ000.00 a � Celotex - $6,800 d. ' Fibreboazd- $10,260 e. FosterWheeler- $3Q000.00 � z If. Johns Manville- $26,250.00 � g. Leslie Controls- $40,000.00 h�. Met Life - $2Q000.00 i '�, i. Owens-Corning-$18,920.00 � � 8. Counse] is o£the professionzl opinion that the proposed settlement is reasonable and proper under the circumstances of this case. 9. PeStioner is also of Ihe opinion tUat the proposed settlement is reasonable. 10. Petitioner, David R. Thompson, retained the law Srms of Handler, Hecwng & i Rosenberg, LLP; Cory, Watson, Crowder & DeGaris, PC; and Shrader & Associates, LLP to �represent the Estate of Robert Pl. Thompson against the manufacturers of asbestos products that !I caused Decedent's itijuries. A copy of the Contingency Fee Agreement is attached heretq made . �I a part hereof,and mazked"E�chibit D." �. 11. Counsel haz incurred general case expenses in the amount of $17,486.60 in �� ' obtaining all settlements. Copies of commsePs itemized expenses aze attached hereto, made a part , hereof, and marked"E�chibit E." I12. Medicaze has asserted a lien in the aznount of$14,239.33 for costs incurred from ' paying for the treatment of DecedenPs asbestos-related injuries. A copy of the Medicere �I subrogation letter is attacbed hereto, made a part hereof, and mazked"Exhibit F." 12. Counsel has reduced its attomey fees to 25% of the Jolws Manville�settlement, which amounts to $6,562.50. Counsel requests fees of 40% of the remaining settlements, which amounts to �113,092.00. Copies of the SetUement Disbursement Sheets aze attached heretq made a part hereof, and mazked"E�ibit G." ' 13. After deducting general case expe�ses, the Medicare lien repayment amount, end attorneys' fees from the gross settlement of$308,980.00, a net settlement of$157,599.57 is lefr for disbursement between the Wrongful Death and Survival Beaeficiaries. 14, The Depaztment of Revenue has approved the proposed allocation of the net proceeds of the settlement and attomeys' fees and expenses, as follows: (a) For the Wrongful Death Action, 50% of the ne[ settlement proceeds to DecedenYs statutory beneficiazies under the intestacy laws of Pennsylvania in the amount of$78,799.79;and (b)� For the Survival Actioq 50% of the net settlement proceeds to the Estate of RobeR W. Thompson in the amount of$78,99998. Written approval from the Department of Revenue is attached hereto, made a part hereof, and mazked"Exhibit H." � 15. In accordance with 20 Pa.C.S. § 2103, the statutory beneficiazies of Deceden£s Estate aze DecedenYs spouse, Fay L. Thompson, and DecedenPs child,David R. Thompson. 16. Pursuant to Pennsylvania's Survival Statute, 42 Pa.C.S. § 8302, $78,79998, representing the proceeds of the Survival AcSon settlement, is to be dishibuted to Petitioner, David R. Thompson, Executor of the Estate of Robert W. Thompson, and will be disRibuted thereafter pursua�t to DecedenYs Last Will and Tes[ament. See Ex. C. 17. Pursuant to Pennsylvania's Wrongfiil Death Act, 42 Pa.C.S. § 8301, DecedenYs adult child has no pecuniary interest and, therefore, is not entitled to recover proceeds under the Wrongfu] Death settlement. Therefoze, $78.,799.99, renresenting the proceeds of the Wrongfiil Death settlement, is to be distributed to Decedent's spouse, Fay L. Thompson. WxexcFoaE, Petitioner respectfully requests this Honorable Court to: a (a) Authorize the payment oF counsel fees in the arnount of$119,654.SQ costs � in the amount of$17,486.60, and the Medicaze lien in the amount of $14,239.33,to the law firms of Handler, Henning& Rosenberg, LLP; ' Cory, Watson, Crowder&DeGaxis,PC; and Shrader &Associates, LLP ; from the funds due; I (6) . Approve allocation of the net setUement as accepted by Ihe Department of i � Revenue asfollows: ; (i) $78,799.79 (50%)to the Wrongfui Death Acfion; and �, (ii) $78,799.78 (50%) to the Survival Action; (c) Direct diskibudon of the net pioceeds of the settlement of$157,599.57,as follows: (i) Wrongfiil Death Aclion: (A) Fay L. Thompson,DecedenYs spouse -$78,799.79. (ii) Survival Action: (A) Petilioner,llavid R. Thompson, Executor of the Estate of Roben W. Thompson- 598,799.78. Respectfully submitted, - BtER EttNING&ROSENBERG�LLP Date: July�7 , 2014 By: � G�egory M. Fea er(PA 79456) � � Ph. 717.238200 � feather@hhrl .com or Petitioner Dwid R. Thompson, Executor af ihe Estate ofRabert A! Thompson 5 COYI:NONWEALTH OF PENNSYLVAI�IA xuaEnunrirvnrviocn�raxFs DEPARTMENTOFREVENUE I'O HU%'_8M111 HqNRItiN11NG PA 19Cbii6Ul XEFWbFOAipllld➢ DATE: 6/27/2014 Esta[e of: DAVID H STONE ROBERT W THOMPSON 414 BRIDGE ST NEW CUMBERLAND PA 17070- 1927 DateofDeath: 9/6/2011 File Number: 2111 -1080 DearDAVID H STONE: The Departme�t of Revenue has been advised that the above-referenced esta[e is presently involved in litigatioa The Department will suspe�d further activiry on this estate un[il 6/25/2015 . You are required [o notify the Department when the status changes or the extension date expires. If you have any questions, please contact me at the number below. Sincerely, LAUREL FULMER Inheritance Tax Division Telephone: 717-787-6505 FAX: 717-772-0412 TDD# 1-800-447-3020 (Service for taxpayers with special hearing and/or speaking needs) STONE LnFAVEA & SHEKLETSKI ATTORNEYS AT LAW 914 BRI�GE STREET OAVIO X.STONE POST OFFICE BOX E OF COV NSEL GERAI31 J.SMENLETSKI New Cumaexiwn�.PA 19O"JO LHARLES H.STONE wwwsmrtelaw.net JON F LnFAVER TELEPItOI�E Q I�)Yf¢-]<33 � FACSIM� p�3I�a3869 Febmary 23, 2015 � � m � ��? N Cumberland Counry Register oC Wills � _ �^ � I Courthouse Squarc � � -� Room 102 � -� Cadisle. PA 17013 � � '� � '-" r�> c '� -., Re: Estatc of Robert W. Thompson � -L File No.: 21-11-1080 Grec[ings: Please find enclosed two origi�al Inheritance 't'ax Returns, and an original Inventory form in the above refe�enccd estate. I am also enclosing two (2) checks, one in the amount of $30.00 foc thc required filing fee and one in the amount of$190.00 fo� additional probate fee. Enclosed is a copy of the cover page of the Inheritance Tax R.eturn and a copy of the Inventory Fo�m. Please time stamp those copies and rctum them to us in the enclosed self- addressed, stamped envelope, which I have provided for your convenicnce. Please note that [hese documents are being sen[ via regular iJnited States Mail and this letter has been post marked on February 23, 2015. Thank you for your attention and assistance in this matter. Please dod[ hcsitate to contact us should you have any questions regarding this mattcr. Verv trulv vours. STONF, I,aF ER & SHEKLF.TSKI � � � � i ' �� ;�� David hI. Sto�ie, Esquire DHS/jam � � Enclosums cc: Fay L. Thompson, Hsecutrix �,�.. 1 0 ya � � � � - � � � o N �T N N .Y N F C+1 � � a C N p 9 3 �1 5 a n n m o z � S o x r � � o J � � `G O mfn IA ^' � o �✓� .� �.� W � � 9 O A N O r'1 L � cJ � a D m y � n . I . W N � . _ ,�J : . . N � fti1 U 1 N � y � '`f LC � -.J . 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