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Home My WebLink About01-0790 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Margaret Jane Thompson, also known as Jane H. Thompson, a/k/a Margaret Jane H. Thompson, Deceased Social Security No. 182-20-3239 No. dl-OI-1QO To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: The Petitioner, who is 18 years of age or older and the Executor named in the last will of the above decedent, dated August 16, 1983 and codicil dated September 30, 1997. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at: Green Ridge Village, 210 Big Spring Road, Newville, West Pennsboro Township, PA 17241 Decedent, then 86 years of age, died July 10, 2001, at Green Ridge Village, Newville, West Pennsboro Township, Cumberland County, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent was married to Walter Francis Thompson. He died on June 7, 1999. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania $ $275.000.00 $ $ $ WHEREFORE, Petitioner respectfully request the probate of the last will presented herewith and ant 0 I e7sm iitary thereon. ward Thompson P. . ox 192 Nags Head, NC 27959 OATH OF PERSONAL REPRESENTATIVE STATE OF NORTH CAROLINA ) SS COUNTY OF DARE ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer) tate'rrd~g t Sworn to or affirmt, and subscribed ~tr before me thi3 B day of dward Thompso ~;;f~ ---L..-~ Clerk of Superior Court \'1.- a- \"3 . NO. 21 - 01 - 790 Estate of Margaret Jane Thompson, a!kIa Jane H. Thompson, a!kIa Margaret Jane H. Thompson, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 23. ,2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instruments dated August 16, 1983 and September 30, 1997 described therein be admitted to probate and filed of record as the last will of Margaret Jane Thompson, a/k/a Jane H. Thompson, a/k/a Margaret Jane H. Thompson; and Letters Testamentary are hereby granted to JOHN EDWARD THOMPSON, Executor @ FEES Probate, Letters, Etc. ........... $ 270.00 Short Certificate~s) ...(51.... $ 15.00 ReoUlJll, cc,.iation ...L.1...............$ $ 5.00 C d I 1 U . bO X-Pages TOTAL $ 12.00 JCP . 5 00 Filed........ ~.V.G.Q.~ I..~.~.~.. .~QQ.1.......3 ~.7. ,.fl.0... Richard L. Webber, Jr., Esquire Attorney J.D. No. 49634 19 Brookwood Avenue, Suite 106 Carlisle, PA 17103-9142 (717) 249-5373 F:\User FolderIFinn DocslEstates\2322-ltest.l.wpd Called attorney on 8-23-01. u~~~~~ ~:<;", '0 w,'V Lm t'" ,,,fotm",,"n h", g,ven i, cometly copi,d fmm"" ""gin,l wtifica" of d"th d~r fiI,d with Lou] R~gis(Lj r The origiflJl certificate will be forwarded to the State Vita] Records Office for permanent [mg. WARNING: It is illegal to duplicate this copy by photostat or photograph. me as h:c~ for this certificate, $2.00 p 7577949 Li-~.~~~ Local Registrar No. .1111 1 3 2001 Date Hl05.:43 R..,. 2/81 :tAINT f HEHT <INK NAMe OF DECEDENT IF.,.. Midde. 1.._, COMMONWEALTH OF PENNSYlVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH .. Jane B. AGE (l.. Birthc2.y) UHOEA 1 YEAA - Doyo 86 '''. Il&ATHPlACE (City and StIle Of FCt"9" Cowl.." COUNTY OF DERH ~I Cumberland DECEDENT'S USUAl OCCUPRION ~-=:~"::':::l:r .... Librarian .... Coll ~NT'S ""'!!'\O AIlOAESSI5I!,Of.C<y/bon. _. r..C<<Ml . Green Rldge Vll~age 210 Big Spring Rd. ,.. FRHEJIi's NAME (FirII, MiOcIIe. I..., II Edward Hand lHl'OAMAHT's_cr-""nll John E. Thorn on llETHOO OF DISPOSITION O -0 c,........1Xl - ""*-.... . 21L -r'OF .... 17.. Slate PA ,... Cumberland 0;, - ...... --7 PennShorn :.... .-. 2001 lICENSE NUMBER 012748 L .~ (/~~ ~ . """ fUlOR AS A CClNSEOUE"l:E Of): PART II: Othet...,. CiOndIIioN conrribuIfng 10 duth. but not'""'""ginthe~ceaae"""inPll.ATI. r: DUE 10 lOR ASA CClNSEOUE"l:E Of): ~~.:.. ~~">1 DUE 10 lOR AS A CClNSEOUE"l:E Of): WERE AUl'OPSY 'INDlNGS -......... PRIOA 10 COM,,1mON OF CAUSE OF llERH7 MANNER OF DEATH - ~ o o - ~1nveM6glillon ORE OF IHJUIlY !M<<>lh.Doy._, rIMe OF INJURV INJURY R 'NORK? DESCRIBE HOW INJURY OCCURAEo. -oNo ....0 No .... -. ClJnIFlE"f~ontr~ .C8tr1PYlNG "",SCAN (Physc.en C~ CMIM d dnlh ViItWl MIOJher Dhvsc..., hn or~ dhlh ana com-.ct "*" 231 ......-............-. ........,.......-......-.'.....-...-..................................................... Coutd nor ~ detMnInt'd o o o PlACE OF INJUAv. At horne. farm. .,.... tKtory, office M. -.. <<C. ,-..,., .... .... 0 NoD ~. ~b.L~ I~II~ IrQ! tJ/I >t. '~AHO caltT'l'YlHQ I'HVSM:lAH(~ bOth Pfonounerng o.a" oandct'f1/IyIngtoC8VSeofdealtll To... - of Oft, kno_.. ..... ...,............ _. ..t.. "'" 01.... ......... to... co_.'''''' ....nno... ...t.... . . . . . . . . . . . . . . . . . . . . . . . . 34. lct. ~O{ , !: II II II II , II I' II I' i I I i II :1 I' I I II I: !I II I: I " II il II !I II II Ii Ii II " '( Ii r-' I, Q '":) r" :J C ,- ---- I' ,I "i, ~ ,I 1---; ~_. I I (~ ,-' :..~ " r/ d c~ h ~ Y: II . LAST WILL AND TESTAMENT of MARGARET JANE THOMPSON I, MARGARET JANE THOMPSON, SSN: 182-20-3239, a legal resident of the State of Virginia, presently residing at 1184 Jamestown Road, No. 38, Williamsburg, Virginia, being of sound and disposing mind and memory, and being over the age of eighteen (18) years, do make, publish, and declare this instrument as my LAST WILL AND TESTAMENT. I hereby revoke any and all Wills and Codicils heretofore made by me. FIRST. Unless otherwise specifically provided, I direct that all of my personal debts be paid from my estate prior to distribution if the Executor so desires, otherwise such debts will be apportioned to each devisee and legatee according to his or her share. Unless specifically provided otherwise, debts secured by any property shall not be required to be exonerated, but shall pass with the property. Taxes, excepting inheritance taxes levied on the devisees and legatees, shall be paid from my estate prior to any distribution if the Executor so desires, otherwise such taxes will be apportioned to each devisee and legatee according to his or her share. SECOND. The terms child, children, and minor child of mine, as used in this Will, unless otherwise excluded, includes children hereafter born to or adopted by me. The term children shall also specifically include WALTER FRANCIS THOMPSON, JR., MARTHA THOMPSON LITTLE, and JOHN EDWARD THOMPSON. The term descendants, as used in this Will, means the immediate and remote lineal descendants by blood or adoption of the person referred to who are in being at the time of my death. They must be ascertained in order to give effect to the reference to them. THIRD. I give, devise, and bequeath my entire estate of which I may be seized or possessed or to which I may be entitled at the time of my death, wherever situated or of whatever nature, be it real, personal or mixed, including lapsed legacies and any property over which I may have a power of appointment to my husband, WALTER FRANCIS THOMPSON. In the event that my husband, WALTER FRANCIS THOMPSON, does not survive me, I give, devise, and bequeath my entire estate and property, absolutely and forever, share and share alike, to my children, WALTER FRANCIS THOMPSON, JR., MARTHA THOMPSON LITTLE, and JOHN EDWARD THOMPSON, and to any child or children that may be born to me or adopted by me hereafter who shall survive me; but if any such children or adopted children shall not survive me, then to the descendants of such child or children who may be living at my death, such descendants to take per stirpes and not per capita; in the event that any such children or adopted children shall not survive me and also shall not be survived by descendants, then the share of any such child or children shall be divided among my surviving children and adopted children and the surviving descendants of any of my children who have not survived me, such descendants to take per stirpes and not per capita. II I' I FOURTH. I appoint my husband, WALTER FRANCIS THOMPSON, as Executor of this my LAST WILL AND TESTAMENT, and I request that he be permitted to serve without bond or surety thereon and without the intervention of any court or courts, except as required by law. In addition to any powers and discretions granted my Executor by law, I hereby authorize and empower my said Executor, in his absolute discretion, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease, or rent the whole or any part of my real or personal estate; to invest, reinvest, or retain investments of my said estate; to settle, compromise, adjust, or submit to arbitration in such manner and upon such terms and conditions as he believes proper any and all II I PAGE ONE OF TWO PAGES e ~',::~?-, Ii,' ;\~"i , _\ I r- . j,/Y). II 22: II~~~ " '\ G << ..c::-- ~ G -s:: (- \ iJ f- C~ " d c,---- I ~ --'l LAST WILL AND TESTAMENT OF MARGARET JANE THOMPSON (Continued) claims by or against my estate; to handle all tax matters and to perform any other acts and to execute all documents my said Executor and alternate Executor believes necessary, convenient, or proper. In the event that my Executor shall predecease me or shall for any reason refuse or be unable to serve or to continue serving as Executor hereof, then I appoint my son, WALTER FRANCIS THOMPSON, JR., of Putnam Valley, New York, as Executor in his stead, to serve without bond or surety and with the same powers and authority. FIFTH. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where the Executor is unable or does not desire to qualify as ancillary legal representative, I appoint as such ancillary legal representative such individual or corporation as my Executor shall designate in writing. I direct that any balance of my property remaining after such ancillary administration be delivered, to the extent permitted by law, to my Executor for disposition in accordance with the terms of this Will. I direct that all of the powers or privileges and immunities granted to my Executor hereunder shall also apply to any such legal representative. I further direct that such ancillary legal representative shall be required to give bond or other security for the faithful performance of his or its duties. SIXTH. Wherever in this my LAST WILL AND TESTAMENT it is provided that any person shall benefit hereunder if such person shall survive me, such person shall be deemed not to have survived me if he or she shall die within thirty (30) days after my death. In the event that any beneficiary under this my LAST WILL AND TESTAMENT and I shall die at the same time, or under such circumstances that it is difficult or impossible to determine which of us died first, such beneficiary shall be deemed to have predeceased me. SEVENTH. I hereby waive appraisement of my estate. IN WIT~SS WHEREOF, I have at Fort Eustis, VirEinia, this ,,~ day of ~~\..::,~" , 19 "'&:"-:. , set my hand and seal to this my LAST WILL AND TESTAMENT. ~)'\CL MARGARE ,.".----.,,, 1\ I, ;/"1(SIjJ 'J S(S Testatr x (SEAL ) ) liJ\J!l ,j \ JANE THOMPSON, The foregoing instrument, consisting of two (2) typewritten pages, this included, all pages thereof bearing in the left-hand margin the signature of the Test~~rix and the in~ials of the witnesses was this .'\.~~ day of ~~~~S~, , 19 ~~, signed, published, and declared by the said Testatrix as and for her LAST WILL AND TESTAMENT, '! in the presence of us, all present at the same time, who, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto, we and each of us believing the said s trix to be of sound mind and memory at the date hereof. K..2-'RESIDING AT -::}?/!J. ~/~/4f!N?eK7 de.. ~ ( ~ ;z::;:: ~5;*-C:-. j/~ ? ~o/ RESIDING AT /22 ~' / M~~4b !l1 J 3~X~6 RESIDING AT It(' fY ~ ~ ~-#-I U; PAGE TWO OF TWO PAGES /Jt.c, " STATE OF VIRGINIA ) ) ) SS: CITY OF NEWPORT NEWS Before me, the undersigned au aqpeared MARGARET JANE THOMPSON, VhdA lIlt!. un/RId and known to me to be the Testatrix and the witnesses, respectively, whose names are subscribed to the annexed or foregoing instrument in their respective capacities, and, all of the said persons being by me duly sworn, the said MARGARET JANE THOMPSON, Testatrix, declared to me and to the said witnesses in my presence that said instrument is her LAST WILL AND TESTAMENT, and that she had willingly made and executed it as her free act and deed for the purposes therein expressed; and the said witnesses, each on their oath, stated to me, in the presence and hearing of the said Testatrix, that the said Testatrix had declared to them that said instrument is her LAST WILL AND TESTAMENT, and that she executed same as such and wanted each of them to sign it as a witness; and upon their oaths each witness stated further that they did sign the same as witnesses in the presence of the said Testatrix and at her request; that she was at that time eighteen years of age or over and was of sound mind; and that each of said witnesses was then at least fourteen years of age. (V JANE THOMPSON, Testat - J~ IL<oU WITNESS ~Z/ WITNESS Subscribed, sworn and acknowledged before me by MARGARET JANE THOMPSON, and sworn to me by the s~id I J , L ;uJ '* /J 1.0 ()(/)'lP; / rl , witnesses, this "\.s,"::"" day of ~"=>~~(";,, , A.D., 19 ~~ . ~'-- ~~'')~ NOTARY PUBLIC "'" ~ c:,~\ ~~ My Commission Expires: CODICIL TO LAST WILL AND TESTAMENT OF MARGARET JANE THOMPSON I, MARGARET JANE THOMPSON, of West Pennsboro Township, Cumberland County, Pennsylvania, being of sound mind, memory, and disposition, declare this to be a FIRST Codicil to my Last Will and Testament dated August 16, 1983. ITEM I: I hereby amend the address listed in the Introductory Paragraph to read "24 Elm Tree Circle, Newville, PA 17241, West Pennsboro Township, Cumberland County, Pennsylvania," to reflect my change of address. ITEM II: I hereby amend all references to "MARTHA THOMPSON LITTLE" as contained in Paragraphs SECOND and THIRD to now read "MARTHA JANE THOMPSON (to reflect her change of name) . ITEM III: I hereby revoke the last sentence of Paragraph FOURTH.of my Will and insert the following in its place: "In the event that my Executor shall predecease me or shall for any reason refuse or be unable to serve or to continue serving as Executor hereof, then I appoint my sons WALTER FRANCIS THOMPSON, JR. of Putnam Valley, New York and JOHN EDWARD THOMPSON as Co-Executors in his stead, to serve without bond or surety and with the same powers and authority." ITEM IV: I hereby republish and reaffirm my Last Will and Testatment dated August 16, 1983 as herein modified, amended, and supplemented by this Codicil as if such Last Will and Testament were set out here in full and do incorporate it by reference hereto, and do hereby republish and declare my Last Will and Testament as amended, modified and supplemented as my Last Will and Testament. IN WITNESS WHEREOF, I hereunto have signed my name to this, my First Codicil to my Last Will and Testament dated August 16, 1983, COI)Sist\ng of ONE (1) typewritten page, this furL, day of ':>t-A~"\ f-/ , 1997. , &\ '. . . Signed by MARGARET JANE THOMPSON, testatrix, as a FIRST Codicil to her will dated August 16, 1983, in the presence of us, who at her request, in her presence, and the presence of each other, have signed our names as witnesses. guM, (), {J~ Witness ~. ~ Witness '. ~.. , .. ACKNOWLEDGEMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND We, MARGARET JANE THOMPSON, the testatrix in and the undersigned witnesses to the FIRST Codicil, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law, do depose and say: (a) that I, the testatrix, do hereby acknowledge that I signed the instrument as a FIRST Codicil to my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testatrix sign and execute the instrument as her FIRST Codicil, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the FIRST Codicil as witness and that to the best of our knowledge the testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ,t\ ~ (~()1Lt ~ vY\ Jane Thompson ~a.tJ~ w' ness ~ 9 '1&h; Sworn to or affirme~ and subscribed before me this 10 day of (~~h-...!tw- , 1997. .;v /!-vv'~ NOI'MtM. SfM. ltIfM~. -- JII.. NOrMY fIJIU _~&UI.~lil. Sent By: MIC~AEL J. HA\~~, ESQU!RE; " ~ -; ~~ J 0 OJ. 5 7 ; /\'1(:1 - 1 7 - 01 10: 20M:1; Paqe 2/2 21 - 01 - 790 RENVNCIATION In Re Estate of MARGARET JANE THOMPSON, a/k/a JANE H. THOMPSON, a/k/a MARGARET JANE H. THOMPSON, Deceased. To the Register of Wills ofCmnberland County, Pennsylvania . undersigc:"d W AI. TER FRANCIS THOMPSON, JR., of the above Dece.dent, hereb~, renounces the rigl:r ! :'l;minister the Estate and ft'spectfully asks that Letters Testamentary be issued to JOliN ED"'. ....,) l'HOMPSON. - WITh'ESS my hand this LY day of ~___. 2001. _~~ k__~ ~ WALTER FRANCIS TIIOMP~~-- 15 Somerset Lane Putnam Valley, NY 10579 ; l.~.(,l r";y[ ~!iW l,\:o(',::j'.t.8~awf2::2.!JL I"I!DUD....pd Nor,;,' }14-/L t+LS 0 ()/fL-i rrf-fl-> ii, ~ F:\User FoIderIFinn DocslEstates\2322-1cert.not.wpd CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MARGARET JANE THOMPSON, a/kJa JANE H. THOMPSON, a/kJa MARGARET JANE H. THOMPSON Date of Death: July 10,2001 Will No. 2001-00790 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 27,2001: Name Address John Edward Thompson P.O. Box 192, Nags Head, NC 27959 Martha J. Thompson 24812-C, 110th Place, S.E., Kent, W A 98031 Walter Francis Thompson, Jr. 15 Somerset Lane, Putnam Valley, NY 10579 Notice has not been given to all persons entitled thereto under Rule 5.6(a) except - N/A Date: t /}- ?(O( ~~ Name - Richard L. Webber, Jr. Address - 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013-9142 Telephone (717) 249-5373 Capacity: Personal Representative X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INOIVIDUAl TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 000345 WEBBER RICHARD L JR 19 BROOKWOOD A V SUITE 106 CARLISLE, PA 17013-9142 ACN ASSESSMENT CONTROL NUMBER AMOUNT .____n_ fold 101 $11,000.00 ESTATE INFORMATION: SSN: 182-20-3239 FILE NUMBER: 21-2001- 0790 THOMPSON MARGARET JANE 10/04/2001 00/00/0000 CUMBERLAND 07/10/2001 DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: TOTAL AMOUNT PAID: $11,000.00 REMARKS: RICHARD WEBBER CHECK#12 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EXI11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001048 WEBBER RICHARD L JR 126 EAST KING STREET SHIPPENSBURG, PA 17257 ACN ASSESSMENT CONTROL NUMBER AMOUNT _nu___ fold 101 $497.01 ESTATE INFORMATION: SSN: 182-20-3239 DATE OF DEATH: 2101-0790 THOMPSON MARGARET JANE 04/10/2002 00/00/0000 CUMBERLAND 07/10/2001 FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: TOTAL AMOUNT PAID: $497.01 REMARKS: RICHARD L WEBBER JR ESQUIRE CHECK# 27 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS "v / /-,;2 -('.3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-20-2002 THOMPSON 07-10-2001 21 01-0790 CUMBERLAND 101 ~": 1- '02 !'lAy 24 RICHARD L WEBBER JR ESQ WEIGLE S ASSOCIATES 126 EKING ST ~, SHIPPENSBURG PA 17~i7TiL i- :',6 Allount Rellitted '* REY-1541 EX AFP (Dl-021 MARGARET J 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=is4j-ix--AFP--foY:02Y-NCiy-iCi--oF-YtiliiifiTAifcE-YA'i-irpPRAisiifEN~--AL.l-OWANCE-(fR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF THOMPSON MARGARET J FILE NO. 21 01-0790 ACN 101 DATE 05-20-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED 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 CJ 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 22,798.22 .00 .00 251,936.25 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdII. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rete (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tex Due T X C + INTEREST/PEN PAID (-) 578.95 .00 DATE 10-04-2001 04-10-2002 NUMBER CD000345 CDOOI048 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (9) (10) 5,703.36 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 274,734.47 6.379 88 268,354.59 .00 268,354.59 14, IS and/or 16, 17, 18 and 19 will returns assessed to date. .00 12,075.96 .00 .00 12,075.96 12,075.96 .00 .00 .00 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.) 676.52 (11) (12) (13) (14) .00 X 00 = 268,354.59 X 045 = .00 X 12 = .00 X 15 = (19)= AMOUNT PAID 11,000.00 497.01 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE STATUS REPORT UNDER RULE 6.12 ~h . -.. , - , . Name of Decedent: Margaret Jane Thompson Date of Death: July 10, 2001 Will No.: 2001-00790 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes El No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N / A 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 0 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 liJ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date:t!(/joy ---1/ ~4/A Signature =---r- Richard L. Webber, Jr., Esquire Name 126 East King Street Shippensburg, PA 17257 co ~~ N " "...1._ co Address ~ :s --J :J a: p (717) 532-7388 Telephone No. Capacity: 0 Personal Representative [i] Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/10/2003 THOMPSON JOHN EDWARD POBOX 192 NAGS HEAD, NC 27959 RE: Estate of THOMPSON MARGARET JANE File Number: 2001-00790 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: 7/10/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: JFile Counsel Judge REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 W I- lI::::!;(I) ull::lI:: wa..u ::1:00 ull::..J a..lD a.. <( INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Thompson, Margaret Jane / ,);::=!CiAL us::: OI\!LY J ')-.J - /,,-3 FILE NUMBER ~-1-JL~ ~~LL~ COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 182 20 3239 DATE OF DEATH (MM-DD-YEAR) 7/10/2001 DATE OF BIRTH (MM-DD-YEAR) 10/12/1914 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required l 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o < ~ ::::) D.. :2: o u >< ~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) IX] 1. Original Return o 4. Limited Estate IKJ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach coPyofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I- Z W C Z o a.. (I) w II:: II:: o U NAME Richard L. Webber Jr. Es uire FIRM NAME (If Applicable) Weigle & Associates, P.C. TELEPHONE NUMBER (717 532-7388 COMPLETE MAILING ADDRESS 126 East King Street Shippensburg, PA. 17257 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) NONE 22,798.22 NONE NONE 251,936.25 NONE / 3_ Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ ...J ::::) !:: D.. ~ U w 0::: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) NONE (6) (7) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (8) 5,703.36 (9) (10) 676.52 (11) (12) (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE iNSTRUCilONS ON REVERSE SIDE FOR APPliCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) x .0 45 (16) x .12 (17) x .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 268,354.59 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT __. tP'". ;:.../ ...... OFFICIAL USE ONLY ':::J I ; 274,734.47 6.379.88 . ?fiR',1S4 Sq 268,354.59 (14) 12.075.96 12,075.96 ;<i,,:' :,....;; ~ESDRE:l'()AN$WE~'ALiQtJr;stf()NS()":~EVERSE"SlbEANDRECHECRMATH:<"< . ..~" .,.:~,'."" ,REV-1503 EX+ (4-86) ~k SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thompson, Margaret Jane FILE N~~'tfr-00790 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1. Hamischteger $ 5.00 2. Heinz common stock 270 Shares @42.00 Share 11 , 340.00 3. Owens Corning common stock - 60 Shares @ 1. 75 Share 87.50 4. Alcoa common stock - 64 Shares @40.00 Share 2,560.00 5. Mead common stock - 308 Shares @28.59 Share 8,805.72 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of same size_) S 22,798.22 REV-1508 EX+ 12-871 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Please Print or Type FILE NUMBER 21 - 01 00790 ESTATE OF Thompson, Margaret Jane (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) VALUE AT DATE OF DEATH 25,000.00 iTEM NUMBER DESCRIPTION Centura - Certificate of Deposit #0909472886 1 15,000.00 Centura - Certificate of Deposit #0909475753 2 45,000.00 Centura - Certificate of Deposit #0909489047 3 55.00 F & M Trust Co. - Checking Account #32-99929 4 2,100.00 PNC Bank - Checking Account #51-4041-3029 Accrued Interest to date of death 5 15,021.85 PNC Bank - Certificate of Deposit #31200171185 Principal - $15,000.00 Accrued interest to date of death - $21. 85 PNC Bank - Certificate of Deposit #31900171356 Principal - $25,000.00 Accrued interest to date of death $36.40 PNC Bank - Certificate of Deposit #21001053641 Principal - $27,000.00 Accrued interest to date of death $ 4.32 PNC Bank - Certificate of Deposit #31000164257 Principal - $25,000.00 Accrued interest to date of death $40.21 PNC Bank - Certificate of Deposit #31300083876 Principal - $12,000.00 Accrued interest to date of death $48.04 National Western Annuity - #100881777 6 25,036.40 7 27,004.32 8 25,040.21 9 12,048.04 10 39,241.69 11 6,014.94 Conseco - Annuity #ON905298 12 15,040.34 Conseco - Annuity #ON900381 13 300.00 u.s. Treasury - Tax Rebate 14 26.59 USAA Refund 15 6.87 S & L OP.Co. 16 TOTAL (Also enter on line 5, Recapitulation) $ 251,936.25 IAttach additional BY," X 11" sheets if more space is needed.) REY-151l EX+ {7-BBI ESTATE OF ITEM NUMBER A. L B. L 2_ . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type FILE NUMBER 21 - 01 -00790 COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Thompson, Margaret Jane DESCRIPTION Funeral Expenses: Hoffman Roth Funeral Home - cremation 2. Hoffman Roth Funeral Home - urn 3. Reverend Trigger - funeral service 4. Funeral expenses Administrative Costs: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid Attorney Fees Richard L. Webber, Jr., Esquire and Kellogg ~ Eva s 3. Family Exemption Claimant 4. C. L 2_ 3. 4_ 5. 6_ 7_ 8. 9. Relationship Address of Claimant at decedent's death Street Address City State Zip Code Probate Fees Miscellaneous Expenses: UPS - overnight mail to Attorney Evans Postmaster - certified mail to PA. DPW UPS - overnight mail to Attorney Charles Evans F&M Trust - research fee for account verification Cumberland Law Journal - legal advertisement A. Storage The Valley Times-Star - legal advertisement Register of Wills John E. Thompson, -.'1~~~~ ~ ~ ' . . - Short certificate Executor - long distance telephone charges .3 TTDC .f=~~~ TOTAL (Also enter on line 9, Recapitulation) s (If more space is needed, insert additional sheets of same size.) AMOUNT 1,090.00 99.95 40.00 330.00 3000.00 317.50' 13.67 3.94 15.50' 10.00 75.00 143.10 58.70 6.00 500.00 5,703.36 REV.1512 EX+ {l-9JI . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type FILE NUMBER 21 - 01 - 00790 COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thompson, Margaret Jane ITEM NUMBER DESCRIPTION AMOUNT 1. Continuing Care - prescriptions 9.45 2. Presbyterian Homes, Inc. 159.93 3. Green Ridge Village 507.14 TOTAL (Also enter on line 10, Recapitulation) $ 676.52 (If more space is needed, insert additional sheets of same size.) REV- 1513 EX+ (2-87) * SCHEDULE J BENEFICIARIES COMMONWEALTH OF P~NNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thompson, Margaret Jane FILE NUMBER 21 - 01 - 00790 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1. John Edward Thompson P.O. Box 192 Nags Head, NC 27959 Son One-Third 0/3) 2. Martha J. Thompson 24812-C 110th Place, S.E. Kent, WA 98031 Daughter One-Third 0/3) 3. Walter Francis Thompson, Jr. 15 Somerset Lane Putnam Valley, NY 10579 Son One-Third 0/3) ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S (If more spClce is needed, insert CldditionClI sheets of sClme size) ~ o ~ ~ N 8 5 <I) 0. ~ l- (1) c <<l ~ ~ .s ~ .n \ \ I \ \ \ \ co .a \ i I Ii -- ~ I i I g 8 ~ i 8 i ~ i i I i .8 .~ c to i It) t- ~. ~ ~ ~ $ .~ I ,.. 0 ! N .... N ... ~ ~ N 1:0 ~ ,;: .N r 'If 't" p,\ No '!"" ! or ... ..... N ~ 0 i ~ 10 E ~ lIIIt .-. ~ ........... ......-. hr --- \-.-- ~ '~ ~ ell rJl ~ ,~ i b ! ~ e ~ t'J G) III s::. ! ~ ! ~ 'S i t5 t3 (f) g\ 0'0 0 c:. c: 0 ~ 0 8 t3 8 B ~ c:: c ~ g ~ u uu u '" <. ~ ~ -- .. i ~ i ~ ~ lR ~ ~ i t: - i ..- (Q t- g c i ~ ..- ..... ~ ot'" i ~ ~ ~ I j-.. t-. !O ~ I ~ I i ..... ~ ~ ..... i ~ .... CD ~ IS ~ i ~ t- ...... 0 "T ~ ..... ,.. ..... ..... ::') .... ::i ..... ..... .... (Q (Q N (Q t') z z Ii) ~ ~ ~ !tl < ~ ..... 0 Q z 10 II- u.. .-.- J!: .... "'" ~ ot \ \ N '"' \ I ! ~ ~ 0 I i s ~ .,... :i ~ !1/( ..,. l':- 1 I .... ..... ~ ~ \ "" ~~ I e m ,... I 0 i \ 1 i 8, ei II) 1 ~ 8i~ a: \ Clj.... ~ Ie ~ a I 1::'1"' ol( Ii ~ i g' 1: .0'11I 'C a 0. I .!! \ :l j 0 i "" .... Q. E 'E ~ ~ ~ ! I; 0. Il I .... 'C Ii ~ i i I ~ 0& E g 8 S e t e e e i ,g i &l '!i .l\~ ~ .J tV ~ (.) IfIB I .... lJ1 '1 i . III ~ " ! !! ~ :z l d i ~ Ii 3 j 'E ~ ~t'J"C t: oS :I a t>> rf ~ i ~ 8~ ~ IZ (11 ! ~~~ e CD a: Q. l"- X C) z: / z: "0"' d L~~06~Z:LtLf6986t~~Z:~Z: WOJJ W"'8~:0t to-~z:-tnf Jll ld3~saNI~:~q t~"S =ee E ntura@ BANKING INVESTMENTS INSURANCE Solutions PO Box 998 Manteo, NC 27954-0998 (252) 473-2181 August 29,2001 Law Office of Michael J. Hanft 19 Brookwood Avenue Suite 106 Carlisle, PA 17013-9142 Re: Jane H. Thompson Dear Mr. Webber: Per your request and the approval of Mr. John Thompson, Executor the following will reflect the accounts Mrs. Jane H. Thompson had with RBC Centura Bank at the time of her death. Titled Certificates of Deposit Balance John E. Thompson POA For Jane H. Thompson 0909472886 $25,000.00 John E. Thompson POA for Jane H. Thompson 0909475753 $15,000.00 John E. Thompson POA for Jane H. Thompson 0909489047 $45,000.00 If you have any questions please give me a call. /--sm"cerel , C. J e K. Willis Personal Banker \. cc: John E. Thompson RE: JANE H. THOMPSON DATE OF DEATH 7-10-2001 ACCOUNT INFORMATION -.X.-CHECKING SAFE DEPOSIT SAVINGS ___CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED 8-20-1996 DATE CLOSED STILL ACTIVE ACCOUNT NUMBER 32-99929 ACCOUNT BALANCE AT DATE OF DEATH $55.00 ACCRUED INTEREST NON-INTEREST BEARING ACCOUNT TOTAL ACCOUNT BALANCE $55.00 NAME(S) ON ACCOUNT JANE H. THOMPSON --------------------------------------------------------------- ACCOUNT INFORMATION CHECKING SAFE DEPOSIT SAVINGS ____CERTIFICATE OF DEPOSIT x SHARES OF STOCK DATE OPENED 1-2-1997 D~.TE CLOSED STILL ACTIVE ACCOUNT NUMBER 15-831 ACCOUNT BALANCE AT DATE OF DEATH -0- ACCRUED INTEREST TOTAL ACCOUNT BALANCE NAME(S) ON ACCOUNT NON-INTEREST BEARING ACCOUNT -0- JANE H. THOMPSON & WALTER F. THOMPSON ------------------------------------------------------------------ Q PNCBAN< Decedent Reporting Firstside Center P7-PFSC~4-F 500 First Avenue Pittsburgh~ PA 152]9-3128 October 15, 2001 Richard L. Webber, Jr. 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013.9142 /SCP RE: Estate of Jane H. Thompson a/kIa Margaret Jane Thompson~ Deceased SSN: 182-20-3239 DOD: 7/10/2001 Dear Mr. Webber: Please find the.date of death balances you have requested listed below. CERTIFICATES OF DEPOSIT #21001053641 JANE H THOMPSON DOD Balance: $27,000.00 + $4.32 accrued interest #31200171185 JA...""lE H THOMPSON DOD Balance: $15~OOO.00 + $21.85 accrued interest #31900171356 JANE H THOMPSON DOD Balance: $25,000.00 + $36.40 accmed interest Page 1 of2 A member of The PNC Financ:ial Servia:s Group One PNC Plaza 249 fifth Avenue Pittsburgh Pcnnsylv3ni3 15222 2707 Established 09/09/1994 Established 12/01/1999 Established 12/01/1999 0. PNCBAN< #31000164257 Established 09/13/1 999 JANE H THOMPSON DOD Balance: $25~000.OO + $40.21 accrued interest #31300083876 Established 04/15/1997 JANE H THOMPSON DOD Balance: $12,000.00 + $48.04 accrued interest CHECKING ACCOUNT #5140413029 Established 02/06/1985 MARGARET JANE H mOMPSON DOD Balance: $23,586.16 + $6.70 accrued interest Please note, that we do not charge a fee for providing date of death balances. Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do ~ Financial Transactions or Statement Orders. For Further information please call1-800-4-BANKER or your local PNC Branch and ask to speak with a Financial Services Representative. Sincerely, G?GctwJb- ~ Rachelle Wells 1-800-762-1775 Page 2 of2 A member of The PNC Financial Services Group Ont PNC Plaza 249 Fifth Avenue Pi~l:sburgh Pen nsylv:m ia 15222 2707 TOTAL P. 02 NATIONAL@ WESTERN ~ LIFE rNSURANCE COMPANY August 30, 2001 Richard 1. Webber, .II. Attorney At Law 19 Brookwood Ave., Suite 106 Carlisle, PA 17013-9142 Subject: Insured: Policy 0100881777 Jane H. Thompson, deceased Dear Mr. Webber: Response is made to your inquiry of August 24,2001. Mrs. Thompson was insured with National Western Life under a non-qualified annuity issued November 3, 1997. It was established with funds transferred from American Investors Life Insurance Company. The date of death value was $39,241.69. The beneficiaries are John E. Thompson, Martha Thompson, and Walter Thompson. Claim documents have been mailed to each of them. If you need additional information, please do not hesitate to contact us. Cordially, t~/~ Carolyn Conlee Claims Auditor Policy Benefit Department 850 EAST ANDERSON LANE' AUSTIN, TEXAS 78752-1602 . 512-836-1010 AUTOMATED VOICE RESPONSE TOLL-FREE 888-695-5001 . WATS 800-531-5442 CLIENT SERVICES DIRECT WATS LINE 800-922-9422 . CLAIMS 800-531-5442 CONSECO ANNUITY ASSURANCE COMPANY -' --' 5 ~;. ?ennsyh~ani2. 5r:.::er P.i]. bex:::: t,'J September 25, 2001 CG;~nleL 12< ~6:::~,:. Richard L. Webber, Jr. 19 Brookwood Avenue Suite 106 Carlisle, PA 17013-9142 RE: Jane H. Thompson, deceased Contract Numbers ON900381 and ON905298 Dear Mr. Webber, ~'" CONSECO. Thank you for the opportunity to be of service to you. Per your letter, the following information is what you requested. ON900381 ON905298 Contract Issue Date Date of Death Value Accrued Interest since Date of Death Joint Owner (both contracts) 12/16/93 02/01/94 $15,040.34 $6,014.94 $162.76 $52.08 Walter F. Thompson, deceased 06/07/99 If you should have any questions please contact our office at 1-800-544-0467. Si..n.. c.e, reIY'~ ~~ L\ j1,L-- f v J.l.()Ji Beth Crask Manager Conseco Retirement Services