HomeMy WebLinkAbout11-08-06 (2)
--.J
15056051058
REV-1500 EX (06-05)
PA Department of Revenue *'
Bureau of Individual Taxes l1Ioi
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 06
Date of Birth
185-24-4943
02/14/2006
10/10/1931
Decedent's Last Name
Suffix
Decedent's First Name
THOMPSON
SHIRLEY
llf Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
NA
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
ce> 1. Original Return
2. Supplemental Return
File Number
0376
MI
J
MI
4. Limited Estate
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Day1ime Telephone Number
eo
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
JAMES L. WALSH, ESQ
(717) 787-5220
Firm Name (If Applicable)
REGISTER OF WILLS USE ON~
First line of address
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2215 FOREST HILLS DRIVE
Second line of address
SUITE 37
City or Post Office
State
ZIP Code
HARRISBURG
PA
17112-1099
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Correspondent's e-mail address:
Under penalties of per' I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
. . - e, correct and omplllt . Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
IGN ,URE OI:~~_ S SPONSIBlE FOR FILING RETURN /:., _I .;,;.. DATE /i"t' .... _ .'
;DDRESS "- (J.71r/;l.lv tk. J,,/! .(1JILf'4C1+---IL;.~-~
25 ASHTON DRIVE, ETTERS, PA 17319 2712 L1SBURN ROAD, CAMP Hill, PA 17011
_._-~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
2215 FOREST HILLS DRIVE, SUITE 37, HARRISBURG, PA 17112-1099
PLEASE USE ORIGINAL FORM ONLY
L
15056051058
Side 1
15056051058
--1
-I
15056052059
REV-1500 EX
Decedent's Name:
SHIRLEY
J THOMPSON
RECAPITULATION
1. Real estate (Schedule A).
............................ ,
. . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D). . . . . .
4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)
5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . .... ... .............. ...... .. .. .. 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . .
. . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O 45 268,022.71
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X. 15
15.
16.
17.
18.
19. TAX DUE....... ... ..
.................................... .
..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
185-24-4943
Decedent's Social Security Number
15056052059
145,000.00
0.00
0.00
0.00
35,271.63
23,520.31
95,077 .50
298,869.44
13,837.71
17,009.02
30,846.73
268,022.71
0.00
268,022.71
12,061.02
12,061.02
-.J
11/05/2005 11:59
71 75411527
COATES
PAGE 132/132
RI"V-15ll0 5'l( Page 3
Decedent's Complete Address:
DECEDENTS NAME
SHIRLEY __~ TH9MPSO~ H_. _.___.
STREET ADDRESS
4702 COURTLAND STREET
--.. .-.-- .-.-. .----.. "-.
"'.. '"''''_''' ,Flle.r,JUIl:lbilf..."..
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_..~1 \, ...~iO~~~ ... ........,
DECEDENT':S SOCIAL SECURITY NUMBER
CITY
CAMP HIll
__No.. .H/._.....__..
..----.. "--.
.---. I STA~-
I PA
I ZIp ----
I 17011
'-0-
Tax Payments and Credits:
1. Tax Due (Page 2 line 19)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C. Oiscol,lnt
(1)
12,061.02
---"2,206.75
Tolal Credits ( A ... B + C )
(2)
3. InterestlPenally If appll:a~a '
D I~terest
E. Penalty
2,206.75
---- TotallnleresUPenalty ( D + E )
4. If Li1e 2 is greater than Line 1 ... Line 3, enter thll difference. This is lI1e OVERPAYMENT.
Fill in oval on Page 2, Une 20 to reqlle$t a refund.
A. Enter the interest on the lax due.
(3)
(4)
(5) 9,854.27
(SA)
(58) 9,854.27
5. If Line 1 + Una 3 Is greater than Une 2. enter 1/18 difference. This is the TAX DUE.
a. Enler the total of Line 5 + SA. This is the BALANCE DUE.
."1."
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN ~ IN THE AF'PROPRIATE BLOCKS
1. Oid decedent make a tran6fer and: Yes No
a. retain the use or income of the property transterred;.............,................................................,.......................,... 0 KI
b. retain the rfght to desigra:e YttIo shall use the property transferred (I" Its Income; ........................................... 0 ~
c. retain a reversionary interest; or....................................,................................................................................_.. 0 iii
d. reallve the promise fer lfe of e~her payments, bene~ts or care? ................................................................... 0 liJ
2, If death occurred after December 12, 1982, did decedent lransfet property Wi:hin one year of death
without receiving adequate consideration? ........................................................................................._..........."..... ~ 0
3. Did decedent own an "in In.isl for' or payable upon death bank account Of secoity at hiS or her death? ...... ........ 0 !iI
4. Did deQldent own an Individual Retirement Account, annuty, or other non-probate:Jl'Operty Which
contains a beneRciay designation? ..:...........................-.-................................ "......._......................................... iii 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of dealtt on or after Juty 1, 1994 and before Jan~ry 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survMng spouse
Is lhree (3) .oercen1 [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on li'le net value of transfers to or fof the Use ri the SUrviving spouse is ~ero (0) percent
[72 P.S. ~9116 (a) (1.1) (j;)). The $faMe does not 8lCP-lIll:ll a transfer to a survivilg SpOLJse from tax, and the statutory requiremen!$ for disclosure 01 assets and
fillrQ a tax return are still awlicable even if the surviving ~ouse is the only beneficiary.
For dates of death on or after July 1, 2000:
Tile talC rate irTlJosed on the net value of transfers from a deceasad ctlild twenty"One yeafl of age or younger at death to or fat the use of a natural parent, an
adoptive paren~ or a stepparent of the chi:d is zero (0) percent [72 P.S. ~9116(aH121J.
The lax rate imposed on the net value of transfers to IX for tI1e U$e of the decedent's lineal beneficiaries is four and one~half {4,S} percenL except as noted in
72 =>.5, ~9116(1.2) [72 P.S. s9116(a){1)1.
The lax rare imposed on the /let value oftrans1ers to or for the LJSe of the decedent's sibings is twelve (12) percent [72 P.S. SH11 S(..)(1.311.A sibl;ng is defined, under
Section 9102, as an ildiVidual who has at least one parent in commoo with the decedent, whether by blood or ..doptian.
Hm)-06-2006 11:59AM FAX: 7175411527
Tn:
APR-25-2006 10:31 FROM:
7177832396
TO: 717S411527
P.2/6
-
LAST WItL AND TEST AMENT
OF
SHIRLEY J. THOMPSON
1, Shirley 1- Thompson. of 4702 Courtland Street. Camp HUl (Hampden Township,
Cl1mbetJ~lnd County), Pel'lnsylv~mi~ 17011, being of sOllnd mind. memory and un<.fet~~lt1din~,
do make. puhlish and declare t.his to be my Last Will ~md Test..lment, herebyrevoktng ~n.y ~md
all Wills elI1d Codidls by me at any time heretofore made.
ITEM I: I direct that all expense5 of my last illness and funeral e~xpenses, including
my grave market. shall be paid from my estate as soon UI> pl1lcticable after my decease, as part of
the expense of tht' administration. of my Estate.
iTEM II: I direct that all taxes which m,ly b~ levied upon property passed under this
Willll.nd outside this Will :;hHlI be paid as an exrcnse of the administration of my &irate.
ITEM HI: Any automobile that I may own ~h(1l1 be sdd ~md the proceeds shall be
distributed in th(~ li~1m~ m3nner as provided in Ite1l11V.
iTEM IV:
1 h~Teby give, devise and bequeath my enrire estate whether real,
personal and/or mixed. wherever Sitllate, unw the following individuals per stirpes, in the
percentages of my estate as indic.ated:
(1) Forty (40%) pe.rcent to my daughter, Connie L. Thompson..
(2) Twenty-five (25%) percent to my daughter, Theresa L Sherman.
(3) Twenty-five (25'lQ) percent tb my lion, Steven F. ThOlnplSOl1.
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~~~-~~-~~~b 10:31 FROM:
7177832396
TO: 717~)411527
P.3/6
II
(4) Five (5%) ~rcent to m.y /.,'Tandson, Andrew H. lllompson.
(5) F'ive (5%) p~rcent to my grandson. Fmnk N. Sherm;m.
ITEM V:
I hereby direct my Co,E,x"cut.ms or Surviving Executol~ to 5ell my house
and use the proceed:s to carry nut my wishes under this Last Wilt and T estamem.
11]M VI:
1 herehy authotile and empower my Co-Executors or Surviving E..'Cecun.)f,
hereinaft~r nl'lmed, w sell i111 tl)e real properly nnd any of the -perl;onal property hot previously
be~-lUeat.hcd or given under preceding Items of this Will, of which I shall die seized or possessed,
to which Jam entitleJ ar. my death, in the sole discretion of said C..o-Executoni or Surviving
ExecutOr at private or public sale, without 31\ Order of Court, at such time or times and upon
such term:> 1):1 my Co.Execlltors Ot Surviving Executor :)h~IU deem proper for tht' b~st interests of
my Estate, thereby convening the same into l;ash; to execute, acknowledge and deli vet all
proper writings, deeds of conveyance and transfers thereof.
ITEM VII:
1 herehy nnminate, constitllt.e (lnd appoint Steven F. Thornpwn and
Cormie l. Thompson, as Co.EXe(,uroTs, or the survivor of them as Ex~cllror {)f them as Executor
of thi.:s, my La~t Will nnd T esttlment.
ITEM Vll:
I direcr. thn my C:O.Executors or Surviving Execuwr h'ercin~hove
appoimed. shall not be required to enter security in any jurisdiction in which he or she may act.
IN WITNESS WHEREOF, I have heretmto set my hand and seal this
2-.6k
... !:>
day of
ucni1~l?
,2005.
1(;!ti::;::-~~
(SEAL)
H~~-c~-c~~b 10:31 FROM:
7177832396
TO: 717~5411527
P.4/6
.
The preceding Instrument, t:Qnsi~r.tng of this and three other typewritten pages,
identified by (he si~nature of the Testc'ltrix, Shirley J. Thompson, was on the day and date
thereof signed. pvhlishcd and declared by Shirley J. Thompson, the Testatrix. therein named, ~
llnd for her Last Will, in ~he presence of us, who at ht:t reques\\ in her presence and in the
presence of each other, h,lve subscribed Ou!' names as wime:sses herein.
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APR-25-2006 10:31 FROM:
7177832396
TO: 7175411527
P.5/6
.
COMMONWEAL 11-1 OF PENNSYLVANIA
COUNTY OF "J)aC-f'4/ N
:ss
We. Shirley J. Thomp:>on, ff})RfErvN& tJelJlYdi....lsKIand
-~~ l '- (~L..-.~ , lhe Testa.trix imd the witnes~:i) respectively, whooe names are
signed to the attached or foregoing instrwnent, being first duly sworn, do hereby declare roO the
W1dersigned authority that the Testatrix signed and executed the instrument as her Last Will
and that she 5igned willingly. and that she executed it. ~s her free aod volun~uy act for the
1"urpOSCS therein exptessed, and thHt each of the witne~!i in the presenc.e and hearing of the
T e.5t<'ltrix CtJllI in the pTt~(i~TKe of eClch other ;;igned the Will as witnesses and .hat tn the besr. of
(Jur knowledg~. th~ Te:>tatrix was at that time 18 years of age or older, of sound mind and under
no constraint or undue influence.
~JA~
Shirley J. 1ompson
.
~~t~
Witness
~"'1~l;~}~~-'-L
'Witness'"
./
Subscribed, sworn [0 and ~cknowledged before me l1y Shirley J. Thompson, the
T elitatrlX, and subscrihed :)r'\d :sworn to before me hy ~~ I E.l\lt\JE- c-~~ \
j At'Yl1i- ~ l..JCt.l.~irnt!$l"s, this ~day ,,( ~~R _,2005.
~
[1~NW'Hnp .
-==:';_-'l....rJ;NNSVI. VANIA
. Nomtflll So.iI
DeIliG(, A Jdn'l():". l~ Public
aryOf~/JuIil ~
~~~r:;p~~Ma._~
A4alI'ltJlil' p~')!U,;ua..~ -, ~...-:- .
,.....,tIt '..!;O';Jall'Jo O! NO"rI~
Thompson Schedule A /jlw
SCHEDULE A
REAL ESTATE
Estate of Shirley J. Thompson
File Number: 21-06-0376
Item #
Description
Amount
1.
4702 Courtland Street
Camp Hill, PA 17011
$145,000.00
(See attached HUD-l Settlement Statement)
Total
$145,000.00
Pr.vioul( aKlilial'1ll...a abaakftu
10nn HUD.' (SI86) (ef Handbook 4305.2
A Settlement Statement
U.S. Department of Housing .md Urban Development
S. Tvoe of Lo.n OMB AnorQv;i1 NQ. 250Z-Q26li (exoites 9/30120061
1.DFHA 2. DFmHA 3. Dconv. Unins. I 6. File Number I 7. Loan Number I 8. Mortgage InS\lrance Case Number
4. nv.ol. 5. neon- In<< 06.520
C. Note: "NO YOl.I. .me!M ~~~ _':'~IO . I TiUeExpr~ Settlement System
ItIfN llWkld .(p,Q,a.r went peJd Outlld8 II'Ia clCllling; ttwy ...,hewn here rOt' inforlflCltiotl purpos8i .,d 11" not ifIcludacl. in tI, 1cQ1&.
:"~~G~ i1~a::Wn. m:~1~='.Il~c:t:=~':'.:rra~~I~~~~tc~ =:"~~1r:aQj=~~1~~tMd"N ~ Prlnted 09.01:15/2006 at OR:AA KR
D. NAME OF BORROWER: JUDITH A. BAKER
ADDRESS: 78 Ashford Dr. Eno/a PA 17025
E. NAME OF SEll..ER: ESTATE OF SHIRLEY J. THOMPSON
ADDRESS:
F. NAME Of' LENDER: I'irst Guaranty Mortgage Corporation
AnnRESS: 8180 Greensboro Drive Suite 500 McClean VA 22102
G PROPERTY ADDRESS: 4702 COURTLAND STREET, HAMPDEN TOWNSHIP, CAMP HILL, PA 17011
HamDden lownshiD
H. SETTLEMENT AGENT: HomeSal. Settlement Services, Inc., 717.671.9876 FAX 717.671.9676
PLACF OF SETTLEM~NT: COLDWELL BANKeR HOMESALE. 3435 MARKET STREET CAMP HILL PA 17011
I. SETTLEMENT DATE: 09/0612006
J. SUMMARY OF BORROWER'S TRANSActION: K. SUMMARY OF SELLER'S T ION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. t.ontract sales orlCl!l 145 000.00 401 t.nntract sales nrice _BJlJlIIll'llll)J!
102. Personal PlTYUOrIv 402. Personal Prooertv ..
1 m Sertl!ll1ent charaes to borrower {Jine 14001 3418.38 403.
1nA. 404.
105. 405.
Adlu.tments for ltel'l'l8 paid bv seller in advance Adjustments fur ~ems oa,j bv seller in advance
107. Ccunrv1axes 091051061012/31/06 91.22 407. Countv taxes 09/0BJ06to 12/31106 '1IIff'1r2'2'J'
108. School Taxes 09/06/06 to 06130/07 885.94 408. School Taxes 09/06/06 to 06/30/07 '!1l885i94" "
109. Sewer 09106/06 to 09/30/06 33.97 409. Sewer 09/06106 to 09130/06 '&o.33.9~,'
110. 410.
111. 411.
112 412.
120. GROSS AMOUNT DUE FROM BORROWER 149429.51 420. GROSS AMOUNT DUE TO SELLER 14601(13
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO :SELLER
201. n..v..1' nr ..mDot IMnsv 1 000.00 501. Excess n"""slt llee i"':t",~"'nsl
202. Prlndo~1 amounl of new loans 106000.00 502. Selllement charoes to seller lIine 14001 _~'4'll:!i
2n~ ~ls1Ino loan(sl taken sublect 10 503. Existino loanrsl taken luhiect to
204. 604. Payoff of First Mottno"" Loan
205. 505.
206. 506.
207. 507.
208. 508.
209. 509.
Adlustlnents for items unpaId bv seller Adiustments for items unoaid bv seifer
213. 513.
214. 514.
215 515.
7iR~ 516
717. 517.
218. 516.
219 519.
220. TOTAL PAID BY/FOR BORROWER 107000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 11544.14
300. CASH AT SETTLEMI.:NT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from bormwtor (IinA 120) 149 429.51 601. Gross amount due 10 seller (fine 420\ 146 011.13
302. Less amounts nald bvllor borrower /line 2201 107 000.00 602. Less reduction amount due seller IlIne 520\ 11544.14
303. CASH FROM BORROWER 42 429.51 603. CASH TO SELLE~ 134 466.99
",,",1!;
SUBsnTUTE I'ORN 109a SELLER 6TAreMlNT; Tho Intotmetmt. ""1lo:1il'lCld her&1n ill important tax 1n'~tfl'1~cion 1M HI tieing fumilhlld 10 ttw tn,ornaI "'-WIn... SlJfVK:8. Ir)'au ""G rlqulred to tiI, " rot\nt,
:~~:~~~. =~~~im~~ClU~" Icam I. r8qlJn..d IQ bo r.OOr1ed atId lho lRG d8lflm'linQ ~ II".. ndl b..., r.POf1ed. Tha CW1tr8cf Sdl/I:II Pritq 4Naibdd DI1
~~~~ ~:~~.N~:1;~~1 :7:77~~~=IS=.D'~~::1~)~' $11. Of Exd,IIf1Elo of 'fine/pal R~, fOI' any s-in. MCh you- J~.1a)( twlur1r1j for OCher In&nsachol11.
~=,=:'t'.~:U~:::~~{i~~~\~'::UM.(pen.lft~O~j~~~~:~~=:'=~lnf;,'%~~~~~~:;,=~n.:~UDl1
TIN;
SELLER'S) SIGNATURScs)'
SIiLLER(', NEWMAlUNQ ADO""SS,
prGV1OU']lOnI .... 0bI0I1tI
U.S. DEPARTMENT OF HOUSING AND URBAN DEVEL.OPMENT
ETTLEMENT STATEMENT
L. SETTLEMI:N I ~l1A/\GES
700. TOTAL SAlESJIlROKER'S COMMISSION based on prtce $145 000.00 = 8 700.00
IDI"i.i0f10~lows:
~1.1$ ~wilrdHannilOetweller
702. 1$ ....325iOll~.,cB Homesal. Services Group, Inc..
7QllCommlssion oaid at Settlement
704. Is 1 DOO.CO FOG Eamesl Monev retained ... oart of commission bv Howard Hanna Dmller
800.IITEMS PAYABLE IN CONNECTION WITH L.OAN
ao1. Coan Orloination Fee %
802. Loan Discount %
803. ~ooralsel Fee
804. :reditReoort
805. L.ender's Inscec1ion Fee
806. Mor\aaoa Aoolica11on Fee
B07. ll'a>! Selvice Fee
80a. Document P"oaralion
809. Rood Certification
810.
811.
900J EMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
]01 lele61 From 10 tlll$
902. MQrjqilQe Insurance Premium for 10
903. iHazard InSurance Premium for to
904. J
905.
1000. RESERVES DEPOSITED WITH LENDER "'OR
1001. fla~21d Insuranoe mo. l! $
1002. MortQsqe Insurance mo. $
1D03, 'lliYProoertv Taxes mo. $
J.QQ4. CDu!1!LPrODe.1v Taxes mo. ~ $
1005. School Taxes mo. ~ $
1009. AQoreaate Analvsis Adjustment
:\jllO. TITL.E CHARGES
1101. Settlement or closlna fee
l1Q2Jhstract or title search
1103. TJUeexamination
1104. Title insurance binder
1105. Qocymenl PreollnlUon
11 05. Notarv Fees
j107. AUome\"s fees
li~cludet above items No:
1108. TUle Insurance
(iAcludes above nems No:
1109. l.oaIl PoIicv
1110. Oivne~s Policv
1111. Eild 100. End 300 End 900
1112. !
1113. CtQsingSvcLtr to Lawvers Title
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. ReoordinQ Fees Deed $ 40.50 ' Mortoaae $ 72.50 ' Release $
1202. Cllv/Counlv tax/stllmos Deed $h450.00 . Mooooe S
1203. State Tax/stlrl1os Deed $1 450.00 . MortoaGe $
1204.
1205.
1300 ADDITIONAL SETTLEMENT CHARGES
1301 SUrvey
1302. PeSllosoection
1303. 2006 Schaollax
1304. Transaction lee
1305. Sewer (Julv.Auo &Seoll
1306. Transaction fee
1307. Radon Test
1308. Other Disbursements 11520)
"'"" HUD-' t~/1jij) ,01 Hono"",* 0305 2
File Number: 06.520
UIeExoress Settlement System Printed 09/Q512OO6 at 08:38 KR
PAID FROM PAID FROM
BORROWER'S SELLER'S
FUNDS AT FUNDS AT
seTTLEMENT SETTlEMENT
/dav
/mo
/mo
/mo
23.72 Imo
90.43 Imo
10 Cash
to Lawvers Title
1101110211031104
106,000.00 .
145 000.00 . 975.38
to L.awvers Title
10 Inslleetion Center
to Marie Huber,Treasurer
10 CB Homesale S.rvlces GrouD, Inc..
to Hamlldel'l Town,hill Sewer Authoritv
to Howard Hanna Delweller
10 InspectIon Center
.
1400. TOIA!.J!ffiLEMENT CHARGES
(enteron lines 103 Section J and 502 Section KI
Hue CERrlF/CATION OF .VYER AND SEllER
~rNV: =:~~~~~:r=~j~~:tJ~~ ~~B~~ ~~~I~~nt~JiOf. it I, It IIua and gccyral6 .~lI11ent of i1I rtQipt5 end diSburHmante mid, on my accol.n1 Of b, me
1M44.14
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i!~IAIC: ur :I"IP<Ll;f J, ,AUMt":iUI'l1
WARNING: IT I$ACIl.'ME TO ICNOIMNGl "MAKE FAlSE SrATl!MENTS TO rHE
gNl'lEO BTATES ON 'Ili18 ORANY SIMILAR FORM. PENAL '(JES UPON CONVICTrON
u:tb"o~i\'~~f6~E,~PA'l:b~gg~~~"l1,~?R DeTAILS SIEI! Tm.e r8:
PAGE 2
~'
~.
0.00
0.00
25,00 -QlOQl
}
975.38
~
150,00
35.00
113.00
1 450.00
~'"4!OiOOl' ~.
DAlE
IfIl08Si!1~.
\\wI;oa'
llfSlOOi .1,'
Iy
n-.. HUD.t SliIIU8m,,"t Stwtomef"l( wNch I nave pt't:Ilf*rod ilia IruI;, 3Ild iClUIf. >>eeo\l1l oIltW ~l"I$iIctlOl'l.
I h~ caused Of will;GUfe thit hnd; to be dlIblJl"J04 in ~nc:o wlln !has- .l;Momenl.
35.00
195.00
95.00
345.00
3418.38
Prlll"iGull edlllon,.Qt'fI obllOI8t. VELOPMENT
EPARTMENT OF HOUSING AND URBAN DE
U,S, D . ~~"'ENT
SETTLEMENT STAII::MI
1500. SCHEDULE OF DISBURSI::MENTS
1501, Home Insoee/Jon
form HUP.j (SIlI61 NiIf HDndoook 4305.2
PAGE 3
File Number: 06.520 .
TItleF1nress Settlement System Printed 0910512006 at 08'38 KR
ITEMIZATION OF HUD LINE 1308
10 InSDection Center
1502, Inlernel Doc Prep.
10 HOme15ale ~ttlement Services Inc.
1503. Wire fee
to Homesllle Settlement Services Inc.
1504. Exores.!HandlnQ
tn Homesa!e Settlement ServiCM Inc.
1505,
1506
1507.
1508.
1509.
1510.
1511.
1512.
1513,
1514.
1515.
1516.
1517.
1518.
1519.
1520. TOTAL HUe LINE 1308 EXPENSE:
BUYER
SELLER
..~Z~lllm ,,,'..
..,.,",25iM. ,....".
~l~;*$l!a!oot! ~
"""""M
....v
345.00
Thompson Schedule E scn/es!
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUSPERSONALPROPERT'r
Estate of Shirley J. Thompson File Number: 21-06-0376
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right ofsurvi'vorshlp must be disclosed on Schedule F.
Item #
Description
Amount
1.
Miscellaneous household furniture
$ 500.00
2.
Credits - Sale of 4702 Courtland Street, Camp Hill, P A
a. County/Local real estate tax $ 91.22
b. School real estate tax $ 885.94
c. Sewer rental $ 33.97
3. PNC Bank #31600063240 $ 2,711.90
4. PNC Bank #65001010766 $ 4,126.49
5. Sovereign Bank #0575347984 $ 2,713.21
6. Sovereign Bank IRA #0578111858 $24,208.90
Total
$35.271.63
Al!C-0~-2006 22: 07
PNCBANK
~ PNCBAN<
August 3, 2006
James L. Walsh
Northwood Office Center
2215 Forest Hills Drive
Suite 37
Harrisburg, PA 17112-1099
RE: Estate of Shirley 1. Thompson, deceased
SSN: 185-244943
DOD: 2/14/2006
Dear Mr. Walsh:
412 768 3458
P.01
In response to your r~quest for Date ofD~ath bala.nces for the customer noted above, our
records show the following:
Certificate of Deposit
Account #31600063240
SHIRLEY J THOMPSON
DOD balance: $2,709.05 + $2.94 accrued interest
Checking Account
Account #5140270531
SHIRLEYJTHOMPSON
STEVEN F THOMPSON
DOD balance: $31,640.09 + $.31 accrued interest
Savings Account
Account #5130093594
SHIRLEY J THOMPSON
STEVEN F THOMPSON
DOD balance: $12,594_63 + $1.69 accrued interest
Page 1 of2
Established 10/28/1996
Established 08/18/1987
Established 07/01/1980
':'UL:d:l~-~006 22: 07
PNCBANK
412 768 3458
P.02
IRA Account
Account #65001010766
Established 04/03/1994
SHIRLEY J THOMPSON
POD balance: $4,121.41 + $5.08 accrued interest
For IRA or Beneficiary information, please call 1-888-PNC-IRAS.
Please note that this office only provides date of death balances for deposit accounts
(!RAs, CDs, Checking and Savings accounts). We do not process any nnancial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK. (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~Qk~
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
PinsburghPA 15219
Page 2 of2
Member FDIC
TnTAI P.Vl?
~iscor~. \It ca~l
k#I tbIrA~~Uj
Court Ordered Processing / MA 1 MB3 02-10
P.O. Box 841005
Boston, MA 02284
July 11, 2006
James L. Walsh, Esquire
2215 Forest Hills Dr., Suite 37
Harrisburg, P A 17112-1099
RE: Estate of Shirley J. Thompson
Date of Death: 2/14/06
Dear Mr. Walsh:
Per your request, enclosed please find the account information as of the date of death for
the above-named decedent. For your information, accrued interest is not included in the
date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
/ ('
./" I' .. .,/'. L
'>.L, J " "{j,J<, al' LCf,,(:) )) C J Lt. ,,' (
/~l"(,.,'(, (,.,,-L \.j' /
r.
Laurie DiGiandomenico
OAG Team Leader
(617) 533-1789
Enclosures
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DA TE OF DEATH:
Shirley J. Thompson
185-24-4943
February 14, 2006
Account #: 0574108189 Type: Savings
In the name of: Shirley J. Thompson or Steven F. Thompson
Date of Death Balance: $2,801.83
Int.(YTD) from 1/1/2006 to 2/14/2006
Accrued interest to date of death: $2.07
Other Info:
Open date: 6/25/1983
$0.00
Account #: 0575347984 Type:
In the name of: Shirley J. Thompson
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Op(~n date: 3/23/2002
$2,711.44
1/31/2006
$1.77
$3.66
Account #: 0578111858 Type: IRA
In the name of: Shirley J. Thompson
Date of Death Balance: $24,010.69
Int.(YTD) from 1/1/2006 to 2/14/2006
Accrued interest to date of death: $198.21
Other Info: Beneficiary: Constance L. Thompson (daughter)
Open date: 4/7/1987
$0.00
Page 1 of 1
I nompson ~cneduje r IJlw
SCHEDULE F
JOINTL Y-OWNED PROPERTY
Estate of Shirley J. Thompson
File Number: 21-06-0376
Joint Tenant(s):
Name/Address
Relationship to Decedent
A.
Steven F. Thompson
25 Ashton Drive
Etters, P A 17319
Son
Jointly-Owned Property:
ITEM # Letter for Date Made
Joint Tenant Joint
Description
of Property
Total Value
of Asset
Decd's% Int
%Int.
Dollar Value
of Deed's Int
1. A. 08/18/1987 PNC Bank $31,640.40 50% $15,820.20
#5140270531
2. A. 07/01/1980 PNC Bank $12,596.32 50% $ 6,298.16
#5130093594
3. A. 06/25/1983 Sovereign Bank $ 2,803.90 $ 1,401.95
#0574108189
TOTAL
$23,520.31
KI::V-lblU I::X+ (5-88*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISe. NON-PROBATE PROPERTY
FILE NUMBER
21-06-0376
ESTATE OF
Shirley J. Thompson
This schedule must be completed and fried if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. PSECU #0185244943 - Transferee is Connie L. Thompson, Daughter of 98,077.50 100 3,00000 95,077.50
Decedent, of 2712 Lisburn Rd., Camp Hill, PA 17011 D
TOTAL (Also enter on line 7 Recapitulation) $ 95,077 .50
(If more space is needed, insert additional sheets of the same size)
PSE(~
the financiallinkTM
July 12, 2006
Account # 0185244943
JAMES L WALSH
NORTHWOOD OFFICE CENTER
2215 FOREST HILLS DR SUITE 37
HARRISBURG, P A 17112-1099
Dear MR WALSH:
The following is the status of SHIRLEY J THOMPSON's account with PSECU as of the date of death.
Joint Owner's Name
Date of Death
Date of Birth
CONNIE L THOMPSON, ADDED 11.22.2005 AS JOINT TENANT W/ROS
02.14.2006
10.10.1931
Share
SOl
S 04
Description
Regular Shares
MoneyHandler
Loan
L 09
Description
VISA
Open date Balance Accrued Dividend
02.05.1991 $98,042.78 $34.92
0.00 0.00
Open Date Balance Accrued Interest
08.05.1994 $ 0.00 $ 0.00
The dividend earned from January 1,2006 through the date of death was $118.12. We do not have safe deposit
boxes for our members.
If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely,
~r:~
Member Service Representative
Finance Support Unit
Pennsylvania State Employees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484 . (800) 237-7328
(j)....._._......... Address: P.O. Box 6701 PA 17106-7013. 777-2100 (![)D) .(800)472-1967
",j Savings federally insured up to $100,000 by the National Credit Union Administration www.psecu.com
I hompson Schedule H IJlw
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Estate of Shirley J. Thompson
Debts of decedent must be reported on Schedule I.
File Number: 21-06-0376
A. FUNERAL EXPENSES:
1. Neill Funeral Home
2.
3.
4. Gingrich Memorials
- Burial
- Funeral Reception
- Flowers
- Memorial stone, grass marker, foundation
$ 8,787.60
$ 1,535.00
B. ADMINISTRATNE COSTS:
1. Personal Representative's Commissions:
Name of Personal Representative(s):
Social Security Number( s) of Personal Representative( s):
Address:
Year(s) Commission Paid:
2.
Attorney Fees: James L. Walsh, Esquire
$ 2,880.00
3. Family Exemption: (If decedent's address is not the same
as claimants, attach explanation)
Claimant:
Address:
Relationship of Claimant to Decedent:
4.
Probate Fee - Register of Wills of Cumberland County
$ 330.00
5.
Advertising - Cumberland Law Journal
$ 75.00
6.
Advertising - The Sentinel
$ 195.11
7.
Postage, Copies, Notary - James L. Walsh, Esquire
$ 35.00
TOTAL
$13,837.71
Thompson Schedule I/jlw
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Estate of Shirley J. Thompson
Item # Description
1. Pinnacle Health Hospitals - medical
2. Hospice of Central P A - medical
3. PPL - open account
4. ATT - open account
5. Chris Humes, CPA - open account
6. Verizon - open account
7. Holy Spirit Hospital- medical
8. Home Depot - open account
9. American Water - open account
10. Andrews & Patel - open account
11. UGI - open account
12. Hampden Township Sewer Authority - open account
13. Erie Insurance - open account
14. Brad Kolb - yard maintenance
L 5. Lowes - open account
L6. Expenses - Sale of 4702 Courtland Street
a. Howard Hanna Detweiler - commission
b. CB Home Sale Services - commission
c. Notary fees
d. Transfer tax
e. 2006 School Real Estate Tax
f. Hampden Township Sewer Authority
g. Howard Hanna Detweiler - transaction fee
h. Inspection Center - home inspection
I. Homesale Settlement Services - document prep.
J. Homesale Settlement Services - wire fee
k. Homesale Settlement Services - postage
Total
File Number: 21-06-0376
Amount
$ 260.00
$ 2,700.00
$ 36.41
$ 27.65
$ 100.00
$ 25.44
$ 350.00
$ 1,054.54
$ 17.47
$ 17.34
$ 43.39
$ 124.00
$ 50.00
$ 265.00
$ 48.64
$ 4,375.00
$ 4,325.00
$ 10.00
$ 1,450.00
$ 1,085.14
$ 124.00
$ 175.00
$ 275.00
$ 25.00
$ 20.00
$ 25.00
$17,009.02
Thompson Schedule J scn/est
SCHEDULE J
BENEFICIARIES
Estate of Shirley J. Thompson File Number: 21-06-0376
A. Taxable Distributions
Amount or
No. Name / Address of Beneficiarv Relationship Share: of Estate
1. Connie L. Thompson Daughter 40%
2712 Lisbum Road
Camp Hill, PA 17011-8030
2. Theresa L. Sherman Daughter 25%
32 Central Boulevard
Camp Hill, P A 17011-4211
3. Steven F. Thompson Son 25%
25 Ashton Road
Etters, PAl 7319-9646
4. Andrew H. Thompson Grandson 5%
25 Ashton Road
Etters, P A 17319-9646
5. Frank N. Sherman Grandson 5%
32 Central Boulevard
Camp Hill, PA 17011-4211
B. Nontaxable Distributions
Amount or
No. Name / Address of Beneficiarv Relationship Share of Estate
1.