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PETITION FOH PlmnATE llnd GI~ANT OJ. LETTERS
Nu. _~L=:J In - ,..'57 (
Tu;
Regbler of Wills for the
CUIlIllY uf.. Cllmhcr I alld in the
CUllllllllllwealth of Pennsylvania
/::'tal,' oj .._LMLRIL.I!EE,H.,J~IIELIIIAN .._..
al,,,, known a.l' _,..___.._''___00'
Ilt'C('tl.wt!.
Sadal S"<'I~ril.;N,;-:=Jj}li[ }1l..J~7. /ll
The petilion uf Ihe IIndersigned respeclflllly represcnts Ihat:
Your pctitiuncr(s), whu blare IN year, of age (H' older an the cxccut or
in the lasl will of the ahuve dcccdelll, daled ,___ ",,,,,,,,_oo____--'IIIIIC n
and codicil(s) dated __,_,,_,..,.._,_
named
,19-1!lL
(\Iilll: Il'k\Olnl dtl'lUl1\lillh:I'\, \'.V. 1l'Ill111dillioll,lIC.llh llf l.'\l'\:lllur, C1C.)
Decendent was dOllliciled at dealh in Cllmbc r lalld
her lasl family or principal residence at 4 Todd C I rc I c,
Borou~h of Carlisle
COllnty, Pennsylvania, wilh
Carlisle, I'A l7.0t3
(Ii'l 'Ul'l't, I1l1mher iIIHIIIlUndp;lIiI)'1
Decendelll,lhen 83 yems of age, died .lull' 10 ,1996
al Carlisle , Cumberland Countv, I'A
Except as follows, decedent did not many, was nol divorced and did not have a child born or adopted
after execution of the will offered for probate; was nOlthe viclim of a killing and was never adjudicated
incompetent:
Deeendelll at death owned properly with estimaled values as follows:
(If domiciled in I'a,) All personal properlY $ 200,000.00
(If not domiciled in I'a,) Personal properlY in Pennsylvania $
(If not domiciled in I'a,) Personal property in COllnty $
Value of real estale in I'ennsvlvaniu $
siluated as follows: 624 Devonshire Dr., Carlisle, I'A 17.0.000.00
WHEREFORE, pelitioner(s) respecI fully reqllesl(s) the probate of the last will and codicil(s)
presented herewith and the gralll of lellers Testamentary
(IC\lilI11CIlI.H)'; iIlhninbnalinl1 c.I.a.; administration d.b.n.c.l.a.)
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.Ia e F. Burke, Senior VI' & TO
Financial Trust Services Companv,
Successor to Farmers Trust Company
One West III~h Street
CarllRle, PA 17013
717 240-4504
OATH 01' I)ERSONAL REPRESENTATIVE
COMMONWEALTH O"-I'ENNSYLVANIA
COUNTY 0..- cmlllERLAND
} liS
The pctitioncr(s) "bove,named swear(s) or affirm(s) thatlhe statcmenls in the foregoing petition are
true and correcl tothc heS! or thc knowledge and hclicl' or pelitioner(s) and thaI as personal represen-
tatil'e(s) of Ihc ahove decedent PClilioner(s) will well and truly ad?linister the estate "eeording 10 law.
Sworn to or affirmcd f'li\d suhscribed, ro..'fI.<.- JplL\L '"
before mc is b rH ~ d,,)' of l.Jan ur e, Sen or 00'
-:), L,Y:.....L-- ./'(l99b '. ,Fin"nclal TruRt ServtceR Company, ~
IN. . -:( ''....0..!.!../ ' (,4- ;j!(1(;_.. SucceRRor to Farmers Trust Compan~
;' fo1ARY CLEWIS R"!ii.l'I'7.I, Carli:ilc......l'A 17013 ~
T'q ( -1. ....
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No. 71 - 96 - 571
Eslale of
LAURA LEE N, WIIEI.IIIAN
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUL v n. 19....2L, in consideration of the petilion on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JUNE ? 7. 1988
described therein be admilled to probate and filed of record as lhe last will of
LAURA LEE N WHELIHAN
and Lellers I tS I AMtN I ARY
are hereby granted to F I NANC IAL TRUST SERVICES COMPANY successor to
FARMERS TRUST CO
Resister of Wills
fJm1ffi~ .
FEES
r1ARY C. LEWIS
Probate, Lellers, Etc, ""...., $
Short Certificates! 11l...,...", $
Renunciation ".""""",., $
X-Pages $ 12.00
JCP 5.00
TOTAL _ $ 1"7 nn
Filed ",.. ~P,L,~, ?,2,.. .] 9,9.q.", ,.,. , , ""
305.00
30.00
Roger H. Horgenthal, Esquire
ATIORNEY (Sup, C.. I.D. NQ.)
11 East High St., Carlisle, PA 17013
ADDRESS
717-249-3022
PHONE
00 ."
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1Eagt ]mill anb Wegtament
OF
LAURA LEE N. WIIELIIIAN
I, LAURA LEE N. 11I1ELIIIAN, of the Borough of Carlisle,
Cumberland County, Pennsylvania, declare this instrument to be my
Last will and Testament, in manner and form following:
1. I hereby expressly revoke all wills and Codicils
heretofore made by me.
2. I hereby direct my Executor to pay all my just debts,
funeral and administrative expenses out of my estate, as soon as
practicable after my death.
3. I direct that all taxes that may be assessed in
consequences of my death of whatever nature and by whatever
jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
4. I give, devise and bequeath the remainder of my estate
to my issue living on the thirty-first day following my death,
, per stirpes.
5. I nominate and appoint Farmers Trust Company, Carlisle,
Pennsylvania, Trustee of the share of any beneficiary who may be
under the age of twenty-one years. The income and/or principal
of said trust may be accumulated or expended for the maintenance,
education and support of such beneficiary as my Trustee in its
- 1 -
I
.
.
,
D. Borrow money from ilny person, includln'l my Executor
or 'l'rustee, ilnd mort'la'le 01' pled'le any property.
E. Compromise claims.
F. Pay premiums on any li [e insurance, annui ty or
endowment policies which may have been retained or purchased
herein: and exercise any right, option or privilege thereunder.
G. Vary or retain investments, when deemed desirable
by Trustee, and invest in such bonds, stocks (including bank
stock of Farmers Trust Company, Carlisle, PA) notes, real
estate mortgages or securities, common or diversified trust
funds, or in such other property, real or personal, as Trustee
shall deem wise, without being restricted to so-called "legal
investments."
H. Place and carry any asset of the trust in the name of
a nominee.
1. Hake distribution in cash or in kind or partly in each.
J. Terminate said trust prior to the time designated
herein, if, in the opinion of Trustee, the said trust res,
together with accumulated interest, has diminished to the
point that it is no longer economical or feasible to continue
said trust.
K. In the event that Farmers Trust Company, Carlisle, PA,
shall serve either as my Executor, my Trustee, or both, I
direct that said corporate fiduciary shall be compensated for
the services which it renders in accordance with its prevailing
schedule of fees in effect during the time when said services
are rendered.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
'11 ~ day of j'y I'H..
. 1988.
~ . ~ ,',1
, CJ-','-'" J:/ )1. 1t~/u....~~L.-
'Laura Lee N. Whelihan
(SEAL)
mTNESS:
124'1~ mlr1;~
J /,,' ") r ! .1 ~ l , '
; III I .1,) '; I < .) 'i '" &'--oV\ I I 'f
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- 3 -
,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF LAURA LEE N. WHELIHAN
Late of the Borough of Carlisle
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for distribution as per First and Final Account
filed January 30, 1998
Distribution
Market Value
Januarv 23. 1998
John N, Whellhan
3319 shs, State Street Investment Trust
Principal Cash
Income Cash
$
34,351.65
55,465.71
60.91
89.878.27
$
William p, Whelihan
3319 shs, State Street Investment Trust
Principal Cash
Income Cash
$
34,351.65
55,465.70
60.91
89,878.26
S 179.756.53
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
,~
$176,172.01
Cost Basis
$ 32,559.39
55,465.71
60.91
$ 88,086,01
$ 32,559,39
55,465,70
60,91
88,086,00
$176,172.01
The above distribution is proposed In accordance with the terms of the Law Will and Testament of
Laura Lee N, Whelihan, late of the Borough of Carlisle, Cumberland County, PA.
,0 )It\ ~(
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ane F. Burke. PresldenUCEO
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Jane F. Burke. being duly swam according to law, deposes and says that she is PresidenUCEO of Financial
Trust Services Company, the Accountant in the Estate above named. and that the facts set forth In the
Statement of the Reasons for the Proposed Distribution are true and c,orrecl.
, /1 il1
VJlL. .J tLhit.' __
ne F. Burke. PresldenUCEO
Swam to a~d Subscribed before me
this ,) 7 f day of January, 1998.
~ ~ '}
o~ .-<':' C~.~
/oJ ary Public
NOlllrlal ~I"II
Joan L. Crowl. NOlary Public
Carlisle Bora. Curnborl;md Coulll'V
MV Commtssion E"plres Aprrl23. ~O') ~
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PRINCIPAL CONVERSIONS INTO CASH
Qa!n Loss
08/30/96 1,192 shs. Massachusells Investors Trust A
Proceeds 16,78
Inventoried al 16.33
0,45
08/30/96 ,646 sh, Massachusells Investors Growth
Proceeds 7,53
Inventoried at 7.47
0,06
09/05/96 13,764 shs. Texas Ulllllles Co,
Proceeds 575,40
Inventoried at 582,39
6,99
09/05/96 .067 sh, Alliance Growth & Income
Proceeds 0,19
Inventoried at 0.19
09/11/96 .306 sh, AT & T Corp.
Proceeds 15,89
Inventoried at 18,05
2,16
09/18/96 ,584 sh, J.P, Morgan & Co.. Inc.
Proceeds 51.49
Inventoried at 48.03
3,46
09/18/96 .109 sh, Bell Allanllc Corp,
Proceeds 1,11
Inventoried at 6.56
5.45
10/15/96 ,153 sh, NYNEX Corp.
Proceeds 6.95
Inventoried at 7.02
0,01
10/15/96 .9367 sh, Lucent Technologies, Inc.
Proceeds 43.42
Inventoried at 47.73
4.31
3
-. -. yo -, ...., ,- .
01/14/97 .4375 sh, NCR Corp, New
Proceeds 15,14
Inventoried at 14.19
0,95
01/14/97 33 shs, Bell Atlantic Corp,
Proceeds 2.111,93
Inventoried at 1,986.19
125,74
01/24/97 ,633 sh, Alliance Intematlonal Fund Class A
Proceeds 10.57
Inventoried at 11.34
0.77
02107/97 9 shs, NCR Corp, New
Proceeds 338,84
Inventoried at 291.82
47.02
04/07/97 29,6921 shs. National Fuel Gas Co.
Proceeds 1,295.27
Inventoried at 1,042.27
253.00
TOTALS $ 43M8 $ 19,75
Net Gain or (Loss) Transferred to Summary $410,93
4
PRINCIPAL DISBURSEMENTS
07/17J96 Register of Wills, Lelters Testamentary
07/22/96 PP & L
UGI Corp,
Sheaffer Lawn & Garden, Inc.
07/24/96 United of PA
07/25/96 Prudenllal Stewart Real Estate, realtor's commission
Borough of Carlisle, pro rated water and sewer
Escrowed amount Dennis Albrfght for repairs
1% Real Estate Transfer Tax
Rowe's Anllques, personal properly appraisal
07/26J96 Borough 0 Carflsle
PP&L
Check 6850 presented for payment after 000 Farmers Trust Co, Check Accl. 448966
07/30/96 Cumberland Law Joumal, adverllslng Letters Testamentary
08/05/96 Sheaffer Lawn & Garden, Inc.
08/06/96 PP & L
08/08/96 UGI Corp,
08/23/96 Zeigler's StoragefTransfer, personal property to storage
Zeigler's StoragefTransfer, personal property to Reston, VA
08/22/96 Tammy Prosser, notary fees
Register of Wills, Short Certificates
08/23/96 United of PA
PP&L
UGI Corp, repairs to gas range
08/29/98 Smith's Appliance & Elec\ronlc Center, dishwasher
09/20/96 United of PA
12/02/96 Tammy Prosser, notary fees
01113/97 Tammy Prosser, notary fees
01/24/97 The Senllnel, advertising Letters Testamentary
01/28/97 PP & L
02/21/97 Tammy Prosser, notary fees
02/25/97 PP & L
03/26/97 PP & L
04/08/97 Register of Wills, filing fee
Register of Wills, certified copy of Will
Register of Wills, PA Inherftance Tax
04/18/97 PA Depl. of Revenue, 1996 PA 40 tax due
IRS, 1996 Form 1040 tax due
04/28/97 PP & L
OS/27/97 PP & L
06/24/97 PP & L
07/07/97 IRS, addlllonal1995 Form 1040 tax due
07J24/97 PP & L
07/30/97 Recorder of Deeds, filing Releases
08/05/97 IRS, Interest on 1995 Form 1040 tax due
08/25/97 PP & L
09/23/97 PP & L
10/27/97 PP & L
5
S 352,00
27,69
129.00
85.88
50,23
10,200,00
21,82
850,00
1,700.00
85,00
11,82
82.34
320.00
60.00
114.48
25,46
258,66
1,191.35
801.44
33,00
30,00
96.94
101.59
44,52
408,05
30.12
6,00
3,00
79.72
103.41
3.00
71,19
61.48
15.00
25,00
35,052,81
311.00
322,00
26.20
6.45
9.27
1,121,00
16.36
24.00
2.75
18.59
21,51
13.46
PRINCIPAL DISBURSEMENTS (continued I
Reserved:
Flower, Morgenthal, Flower & Lindsay
Financial Trust Services Company
Miscellaneous Closing and Filing Costs
10,802,91
21,605.82
500.00
TOTAL PRINCIPAL DISBURSEMENTS
87,133.30
PRINCIPAL DISTRIBUtiONS TO BENEFICIARIES
08/30/96 John N, Whelihan, $27,000 par jolnlly owned US Series EE Bonds
William p, Whellhan, $26,100 par jolnlly owned US Series EE Bonds
07/02196 John N, Whelihan:
Cash
76 shs. AT & T Corp.
150 shs. Bell Allantlc Corp.
500 shs. Bristol,Myers Squibb Co,
300 shs. Exxon Corp.
150 shs, Home Depot, Inc,
100 shs.IBM
24 shs, Lucent Technologies. Inc,
200 shs. Mobil Corp,
160 shs, J,P, Morgan & Co., Inc,
100 shs, Motorola, Inc.
83 shs, National Fuel Gas Co,
198 shs. NYNEX Corp,
William p, Whelihan:
Cash
75 shs. AT & T Corp,
150 shs, Bell Allantlc Corp,
500 shs, Bristol-Myers Squibb Co,
300 shs, Exxon Corp,
150 shs. Home Depot, Inc.
100 shs. IBM
24 shs, Lucent Technologies, Inc.
200 shs, Mobil Corp,
160 shs. J.P. Morgan & Co., Inc.
100 shs. Motorola. Inc.
83 shs, National Fuel Gas Co.
199 shs. NYNEX Corp.
07/28/97 William P. Whelihan:
1709 shs. Massachusells Investors Growth Stock Fund
321 shs. MassachusellS Investors Trust A
John N, Whelihan:
1709 shs. Massachusells Investors Growth Stock Fund
321 shs, Massachusells Investors Trust A
07/30/97 William P. Whelihan
John N, Whelihan
14,807,00
14,263,70
58.25
3,074,91
9.028.13
22,281,25
13.293.75
7,800.00
4,931.25
1,222,95
11,606.25
13,160,00
5,731,25
2,905,00
9,083.25
37.25
3,034.45
9,028.12
22,281,25
13,293,75
7,800,00
4,931.25
1,222,95
11,606,25
13.160.00
5,731,25
2,905.00
9,129.12
19,756,04
4,397,70
19,756.04
4,397,70
75,000.00
75,000.00
6
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES fcontinuedl
08/14/97 William p, Whellhan:
48 shs, Alliance Intematlonal Fund Class A
5151 shs, Alliance Growth & Income Fund
John N, Whellhan:
48 shs, Alliance Intematlonal Fund Class A
5151 shs, Alliance Growth & Income Fund
859.68
14,628,84
859,68
14,628,84
TOTAL PRINCIPAL DISTRIBUTIONS
$466,692,10
CAPITAL CHANGES
AT & T COrD,
151,306 shs, Inventoried at
09/11/96 ,306 sh. Sold
151 shs,
8,927,05
18,05
8,909,00
2,493,63
306,01
6,109,36
3,074.91
3,034,45
10/04/96
01/07/97
Adjust by Lucent Technologies, Inc. Spinoff
Adjust by NCR Corp, New Splnoll
151 shs,
07/02197 76shs, Distributed to John N, Whellhan
75 shs, Distributed to WIlliam p, Whellhan
Oshs,
7
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,I'UVIIUVCIlIOII l!1(:IA,UIIJ
rtl I: NUMIII:II
21-96-0571
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IS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS)
mCrO[Nl'S NAUl UASI,llIlST. ANt) I.lltllll[ INIIlA!)
Whelihnn. Lnure Lee N,
COMMONW[AlTttcr J'(fjtlSlWANlA
OCPAnTMENT or 1l:.'.H~l.(
OCPI ;'aJGOl
HAfUll:>OUfIG. PA 111~e.ceol
NUI.lIIUI
. r;OlJNIYCfllll '11 All
U1Cflll"I'SCOUl'lltl "lJU'lIS!l
4 Todd Circle
Corlisle. PA 17013
,Co"l, 21 -96-0571
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7/10/96
IlAIIOllIlllllI
9/11/12
SOCiAl SrCUlllIY NUMBfn
SOCIAL S[CUAln NUMUtH
080-38-4728
SURVIVING SPOU5['5 NAU[ (f ",PPlICAmn
0,00
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w"O
",00
0",-,
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..
<
l X,] I. Original Relu," 2 Supplemenlalllelu," 3. Rem4lnde, Relu,"
(lor dates pllor to 12-12-821
[::.1 4. Um,led E,lele 4a Fuluto In'ele'l Comp,om"e 5 Fedoral Estole Tn
(for dales of denth after 12-12- 82) Return Required
UU 8. Decedent died Testllte ; j 7. Decedent Mllinlllined nliving Trust 0 8. Totnl number of Safe Deposit
(AlIach copy OfWI!!)_~___ _______n_l~~!!.~h_~ppy_oJl~':l..s.!}____.______"_.__ ~__~_ __ __ ~5~_lt<<!s~__"
ALL CORJlESPO.!!DENCE A.ND C_Q.I:l!:!~NTl~L,~~l!:lfOIlMATION SHO!l!Il-'!E;_D!!!E.CT~!U():
II-
~ffi
"'0
a:Z
00
UQ.
I CQMf't[T[ JJA!lIPlQAOCAlS5
_., Formers Trust Compnny
1 West High Street
p, O. Box 220
Carlisle, eA 170.1.3, I'V-,
170,OOO'(JD i~' :.
291,905,57
-----.----.-.-.
N......E
_,__ Fi~~nci~IJ1~S,'_?I1IV,icl!,s_C!JrnJJnny
TELEPHONE NUI.40[R
717-240-4504
_."._-~--"----."---- - - " ~"-.
11. Real ~~tat:(-;Che~:;~ A) (1)
2. Slack, Gnd Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule 0) (4)
5. Cash. Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
8. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (Schedule l)
8. Total Gross Auets (total lines 1 -7)
G. Funeral Expenses. Administrative Costs. Miscellaneous (9)
Expenses (Schedule H)
10. Debts Mortgage Uabilitles, liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (hne 8 minus line 111
13. Charitable and Governmental Bequests (Schedule J)
14_ Net Value SubjeCllO Tall (line 12 minus line 131
- --- .-----.~----~-
- ---------
-7j
"
None
None
___14,3.38S2()
Z
o
~
:J
I-
0:
<
U
w
a:
(61___,__ ,__..__29.0~(JJO_
(71 None
___.E~~,-361.47 ,
(6)
""~
48,423.24
_~.z.2~.:..66
('O)
_ 50.147.90
584.213.57
(11)
(12)
('3) ..:::-::::,:-_:-_-----
('4) , _, m'__' ___ 584.213.57
15. Spousal Transfer (for dates after 6-30-94)
See Instructions for Applicable Percent on Reverse
Side. (Include values from Schedule K or Schedule fA.)
1e. Amount olline 14 tallllble a 8% rate
(Include vlllues from Schedule K or Schedule M)
17. Amount otline 14 tallable at 15 % rale
(Include values from Schedule K or Schedule M)
u. Principal tax due (Add tax from line 15. 10 and from line 17)
10. Credits Spousal Poverty Credit Prior Payments
0.00 + 0.00 +
0,00
~j,2!~,57
0,00
_____Q.,!l0
, ,___35,()?_2,f!L
-----....Q,QQ.
__, m_:t~.(t52"eL
X 000 =
(\51
x "DO
(\61___,__,_,_,
Z
o
S
:J
Q.
:E
o
U
)(
~
X 15
('7)
('6)
Interest
0.00
Discount
0,00
0.00
('9)
(201
20. If line 10 Is greater than line 18. enter the difference on line 20. This is tho OVERPAYMENT
IIr:l
21. If line 18 Is greater than line 10, enterthe difference on line 21. This i, the TAX DUE.
A" Enter the interest on the balance due on line 21A.
O. Enler the tolal of line 21 and 21A on line 210. This is the OALANCE DUE.
_ _n.-~ak4t .ch4t_l?~!.ay_a~t~l~: _R~.~~~_!~c.:~f Wlll~ ~cent~_____________"
DE SURE TO ANSWER ALL OUESTIONS ON IIEVERSE SIDE AND TO IIECtiECK MATti
Under penattin of perJUry. I declare that I have eltamined thlSr-eturn--:-includmgnccompi,"YlngschedUfisand-s"tniements. Bnd IOI"he besl of mv knowlectg-it-ondbelleC'
it II true. correct and complete. I declare that all real estate has been reported at true market value_ DeclBrntlon of preparer other than personal representative is
~ased~o.!!..~.r!l!!.f~!"!~t~l?':'_l?f2"~_I~h_ pr~pa'er l!as. ~ny k~~w1~dge"
SIGNATURE OF PERSON REsPONSIDLE FOR FILING RETURN ADDRES~
',. jr /) I \'\'/11
F!'.1B~~alTrustServic~~ c;ompnny ljtHI.L, QLl!lt,~, } h j. l."
SIGNATURE OF PRE PARER OTtiER THAN REPRjSENTATlVE ADORESs
Chock here If ou are re untlng a refund of our over a ment.
, _.__,~~,052.l1L
,.__ __J:lJ)9
" 3~,()52,~
(2\)
(2'AI
(2'01
-- -- --------- .-.
--_._+--+------
Dale
APR
~ 1997
Date
COl,lUQNWfAUt40r P(t4NIYlY,lNlA
INHlAllAACru..nrTUIIH
RUmNlotC[DlNl
-------_.__._~._._---"-,..._.. .-.. -- . -, ..
-----.----------. .-..---....-
SCHEDULE A
REAL ESTATE
...... .... H" _,
-..--..-.-..-.- ---...._-_._.~_.._-
-..-........--..---..,-..-.-.- .
_._~---~---
ESTATE OF
FILE NUMDEII
Laura Lee N. Whelihan 21-96-0571
(P,op.rtvJiilntly-ownecf.hh-nlghi'o'-SufvlvDfihlpmult bidfi'clo..d 'on'Schedule' F)' AIl";..'".,t.,. ,houid b.-,eported 81 lal, m.rket-yidii.~~-'--
which I. d.nned., the prlce.t which property would be IIch.nged belween. willing buyer and a willing IIller. nellher being compelled
to buy or..1I both h.vlngJ.'~~_~_'!.~I?!~Jl.J'owl~.!fg~_.oHf!~..!~I~~~_I!!J!~!~_=-_m____~____~___ _ '..."_._ ._._._..___
ITEM
NUMBER
llEscRlPI!OI(
-!" --VA-CUE AT ifATE-'
j OF OEATH______
i
1. Residence. 624 Devonshire Drive, Carlisle. Cumberland County. PA
(Settlement Sheet Attached)
170,000.00
. j---
To'...L(l!!~_~~_er on ,!!!!.!..-.!!~pJ~.~~O!\L__._____ ____
170.000,00
.'
"H,"ln\I'~'"l"'1
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.-..-< ~u -.-_.:___ r4.~" .!~':' .~ -~~?~~!:_L. . .. )t1'.l.:~\tIA~~..""./lt,,'...itt~_~~t.'.-~!:.._L.~.~:t~L
uu"" ??H-f-e&... )/I.#&.~~ """rfL1rJb.lJj:.:.:J~0r,,(, u__ _____
fIlI.,U , :.1'11'1
'';'iJili,,';!i--''- ~(,ii",,,;;:; ___.____.u_ __'_'_________~_~__
Tn Ihe I~sl fll Illy k'ln....I.Jd\I... IIII' llUn I 5.'IIII'lfIf'JI' 51.1ll'lI".Il'....I..ch 111,1...1.' I"I'II;1l1!l1 IS:t !t\JI' ,ll1tl :tce"';)l" (lCC(\\jtllllllho I"nds ....tI'eh ....I).(!
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Ett.....ud J.. ~lL'lIol"J 1)
~AlOt~I'I""Y\'1"'-'
...MOUCll......N11'4
.......fc.c:lDlNf
SCHEDULE B
STOCKS AND BONDS
" ----_.-----"._---,-..
._---,----------
Lauro Loo N. Wholihan
_.___________~_~___._____.___..._....__u ,,___.__ .
_1~~pr~p"rtyJol!!IIY::-_ow,n_"dwl,I.!t_~lghll'_',"urvlvo..hlp mUlt, bl dl.clo..d on Gchldul1n
ITEM
_ NU~~I[L_ _____ _ ,.__"'__' _,_ DES,CRI~T10N
rilE NUMGEII
21-90-0571
~=:.:.o.:..,~_;-_",.;"_"",,,-;:-~,-,.:--.
VALUE AT DATE------
,_,_.of Jlj:_A TH
1. 3.416,646 shs Massachusetts Investors Growlh Stock Fund A
2. 643.192 shs Massachusetts Invostors Trust A
3. 10.302.C167 shs Alliance Growth & Income
4. 13.764 shs Texas Utililies Company, Common. NYSE
5. 151.306 shs AT&T Company, Common, NYSE
6. 397,153 shs NYNEX Corp, Common. NYSE
7. 333.109 shs Bell Atlantic Corp, Common. NYSE
6. 320,564 shs JP Morgan & Company Inc, Common. NYSE
9, Ex-Dividend. lIem 6
10. 194.7325 shs National Fuel Gas Company NJ, Common. NASDAQ
11. Ex-Dividend, lIam 10
12. 200 shs Motorola Inc, Common. NYSE
13. Ex-Dividend, lIem 12
14, 200 shs Mobil Corp, Common, NYSE
15, 100 shs IBM Company, Common, NYSE
16. 300 shs Home Depot Inc, Common, NYSE
17, 300 shs Exxon Corp, Common, NYSE
16. 500 shs Bristol-Myers Squibb Company, Common, NYSE
19. 96.633 shs Alliance International Fund Class A
39,519.55
6,611.73
29,257,67
562.39
6,927.05
16.219,39
20,049.00
26,366.03
243.00
6,615.64
69,72
11,462,50
24.00
23,212.50
9,662.50
15,600.00
26,567.50
44,562,50
1,730.70
.____Jot;!,~ISO e~,l_,!-~~line ~~~~PJ~i~;)_==--=--=--- ---~=-~-~..-~-:~--~j
(II more space II needed. Insert additional sheels 01 same size)
_, .__...?_91Jl05,57
__..._...._....__..___ .___.n
------~._._,- ---.-.------
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERS()NAL PROPERTY
Ple"lor.'i~I_~rIyp~=~=,~,;,;
FilE NUMIIEn
21-96-0571
CXJM<<>>fWIAL'"c#"""""n~"1rM
HCMANCllAJINlVIW
N.aNlDlClDlNl
ESTATE OF
Laura Lee N. Whellhan
. ----.----.-- -----~----_.--_. --.
IAII ~rop..!!!l' J~'!!!y-owno~,_'"_llh!h~_nlg~!...o!.a,u"'!".o!"hlp mUlt bo dlleloud on.Dehodulo. F,)
ITEM DEaclIIPTIDN
NUMBER
VALUEA'(------
DATE OFD_E~T!L_ ___
1. Dividend Check, 200 shs Mobil Corp Ex-Data 5/1/96
2, Dividend Check, 100 shs IBM Corp Ex-Date 517196
3. Dividend Check. 300 shs Exxon Corp Ex-Dale 5/8/96
4, Proceeds Personal Property
5. Dividend Check, Massachusetts Investors Trust A
6. Dividend Check dated 6/18/96, Alliance Growth & Income Fund
7, Pro-rated Real Estate Taxes
8. Checking Account, Farmers Trust Company
9. Interest to DOD, Item 8
10, Savings Account, Farmers Trust Company
11. Interest to DOD, Item 10
12. Premium Refund, USAA Homeowners Polley
13, Premium Refund, USM Renters Policy
14, Subscription Refund, TV Cable of Carlisle
15, Premium Refund, Capllal Blue Cross
16. Certificate of Deposit, Farmers Trust Company
17, Proceeds sale of 200 par US Series E Bonds
18. Cash, Dominick & Dominick brokerage account
19, Certificate of Deposit, PNC Bank
20. Savings Account, USM subscriber account
21. Prescription Benefits. Capital Blue Cross
22. SUbscription Refund. Readers Digest
23, Premium Refund. USM Auto Polley
24. The Todd Home & Rehabilitation Center, cottage refund
25. Morgan Stanley Check. dated 7/5/96
200.00
35.00
237.00
247.00
23.87
96.10
168.91
6,844,37
2.25
5,731.00
4.40
75.00
153.10
23.62
117,55
5,431.74
1,224.32
26,106.54
20,178.36
397,41
503.07
1.64
124.95
75,440.00
18.00
Tola. (also enter on line 4, r~_!IpJ!~a~~~ry).
(If more Ipace II needed, Insert additionallheell of lame Ilze)
143,385,20
~M.THOIPltHnY""'"
...",.ucl TAl fllTUf1r4
SCHEDULE F
JOINTLY-OWNED PROPERTY
_...1'I'IOI_fff.JI{SC'~~==-;-:;-=;:;._~--c:c_c..::::_=-'C-".'':'.;.;",,-. ~.~_ _ __~
ESTATE OF
Laura Lee N. W!1_elihan
-----, "".. -'"
.____..__.~__._.~_____u..___
FILE NUMUER
___,___,_,_,_________________.,..,_21_:",96=95.7L
,
,
I,
., ,,~......----_..._..-..--
- ----..-...-..-.-----
JolnllononICI):
NM,IE
-------_._.~ ----..-.-------------- -----_.-
_,____,_ ___ ____,__ __,___----^IlPRESS,__ .._..___
4 Gerald Circle
Acton, MA 01720
A.
John N. Whelihan
B,
William p, Whelihan
1504 Scandia Circle
Reston, VA 22090
C,
Jointly-owned property:
ITEM LETTER
NUMBER FOR IlATE TOTAL VALUE OECD'
JOINT MAilE DESCRIPTION OF PROPERTY OF ASSET "INT.
TENANT JOINT -
1, A. 27,000 Par US Treasury Series EE Bonds 29.614,00 50%
2. B. 26,100 Par US Treasury Series EE Bonds 28,527.40 50%
I
!
I
,
i 1
,
I I
I
I I
!
I
I ,
I
J !
-- .._-_.._-------_..._--~-_.. -.--,.-..--.--,.-.-.- . ,
____.__ _._ ___,_+__!~.I~J+ l"!!CL enl~L~~J1~~ _~.l!.!c_~r~_~'_Il~~~~}. ___.
(It more Ipace it needed, insert Ilddllionlllsheelt ot same size)
..'1------'--
____...... ' RELATIONSlllpJOJleCeDENL
Son
Son
--r-'-
S I DOLLAR VALUE OF
DECEDENT'S INTEREST
-1--'-'---
I 14,807,00
I
I
I
14,263.70
.1... "
.. _ 29,9JO.70
" ..') "I' I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIUIOUAL TARES
INH(RITANC[ lAIC DIVISION
[)(Pl. lUbDI
ItARRISBURC, PA 11lza-ObDI
NOTICE OF INIIERITANCE TAR
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAR
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
FINANCIAL TRUST SVCS CO
FARMERS TRUST COMPANV
PO BOX 220
CARLISLE PA 17013
06-30-97
WHELIHAN
07-10-96
21 96-0571
CUMBERLAND
101
Allount RellHted
L/
~~
I~
1"'1'"II 1"1I1.tll
LAURA
N
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 ~
iie"'i=iSc.TEif""FP--io:f:9:rj-NoYicE--OF--iNHEriiTANcE-YAx-iippiiiiisEiiE'N'i'-;-"Li-owANCE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHELIHAN LAURA N FILE NO. 21 96-0571 ACN 101 DATE 06-30-97
If an assessment was issued previoUSly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal r.te CIS)
16. A.ount of Line 14 t.xabl. at Line.l/Cl... A r.t. (16)
17. A.ount of Lina 14 tax.bl. at Coll.t.ral/Cla.. Brat. 117J
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
04-08-97
TAR RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Elt.t. (Schedul. AJ
2. Stockl and Bond. (Sch.dule 0)
3. Clo..ly Held stock/Partn.rlhip Intere.t (Schedu1. CJ
4. Hartgag../Notes R.c.ivabl. (Schedul. OJ
5. Ca.h/Sank Deposits/Hisc. P.rsonal Property (Sch.du1. EJ
6. Jointly Own.d Prop.rty (Schedule f)
7. Tr.nsf.rs (Schedul. GJ
8. Total Als.t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fun.ral Expanses/Ad.. COlts/Hisc. E~p.nles CSch.dul. HJ
10. D.bts/Hortgag. Liabiliti.I/Liens (Sch.dul. I)
11. Total D.duction.
12. N.t Va1ua of Tax R.turn
13. Charitabl./Governllent.l a.qUe.t. CSchedule JJ
14. N.t Valu. of E.t.t. Subj.ct to Tax
NOTE:
RECEIPT
NUMBER
AA185366
DISCOUNT t.)
INTEREST/PEN PAID 1-)
.00
II)
(2)
(5)
(4)
ISI
161
(71
191
lID)
) CIIANGED
170.000.00
291.905,57
,00
.00
143.385,20
29.070,70
,00
(8)
48,423.24
1.724,66
(UI
1I2)
1I5)
1I41
.00 R .00=
584.213.57 R.06=
.00 R .15=
1I8)
AMOUNT PAID
35,052.81
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure prop.r
cr.dit to your account,
sub.it the upp.r portion
of this farn with your
tax pay".nt.
634.361.47
~0.147 QO
584.213.57
.00
584.213.57
.00
35,052,81
.00
35,052.S1
35,052.81
,00
,00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TIIAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF TillS FORM FOR INSTRUCTIONS.)
"I
.....
','
RESERVATIONS Elt_t.. of dlcld.nt. dying on at b,'ot. D.c..b,r ." .98l _. I' any future Int.rl.t In thl ....t. I, 'ren,f.tted
In pa.....lon or .nJay..nt to el... a (colll',r.l) blnet.cl.rl.. of thl dle.dent .ft,r thl ..pltatlon of any ,,'at. 'or
II'. or for y..t., thl Co..onw..lth hlt,by '.pr'..ly tl.etv.. thl right to apPt.J.. and ...... tranlf.r Inheritance T....
.t the lawful CI... . (col1It.rel) ration any such lutur. Int.r..t.
PURPOSE Ilf
NOTICE.
To fulfill thl requlr...nt. 0' Slctlon ll~O of the Inheritance and [It't, ra. Act, Act 21 of 1'95. ell P.S.
Section 9.<<'OJ.
PAYJ1EHT,
Detlch t~ top portion 0' thl, Hotlel and lub.lt with your ply..nt to thl Rlgllt.r 0' Will, printed on the t.v.r.. ,Ide.
..H.... chick 0,. aon.y order payable tOI REOISTER OF MILLS, AGENT
AEf1Irm (CR) I
A r.fund of . t.. cr~lt, which w., nat r.qu..t.d on the T.x Return, ..y b. r.qu.,t.d by co.pl.tlng an "Appllc.tlon
for A.fund of P.nn'Ylvanl. Inh.rltanc. and E.tat. T.x" CREV.llll). Appllc.tlon. .ra .vall.bla at th.Offlc.
of the R.gI't.r of Will" any of the Zl Aav.nu. ol.trlct Offlc.., or by c.lllng the ,p.clal Z~-hour
en.w.rlng ..rvlc. nuab.r, for lor.. ord.rlngl In P.nn,ylvanl. 1-800-36l.l0~O, out.ld. Pann'Ylv.nl. .nd
within loul H.rrhburg .r.. (711) 787.80", TOO. nl7J 77l-2Z~Z Wurtng I.p.lr.d Onlv).
oBJECTlONSr
Any party In Int.r..t not ..tl.fl.d with thl .ppr.I....nt, .llowanc. or dl.allowanc. of d.ductlon., or ........nt
of tax (InclUding dl.count ar Int.r..t) I' .hown on thl. Hotlcl au.t obJ.ct within .I.ty (60) dlY' of r.c.lpt of
thlt Notlc. bYI
ADMIN
ISTAAlIVE
CORRECTIONS. Factu.1 .rror. dl.covlr.d on thl. ........nt .hould ba .ddr....d In writing tal PA o.Plrt..nt of Alvenu.,
Bur.au of Individual Tax.', ATTNI Pa.t A.......nt R.vl.w Unit, n'Pt. Z80601, H.rrl.burg, PA 171ZI.0601
Phona (717) 787.65Q5. S.. pag. 5 of the baokl.t "In.tructlon. lor Inherltanc. rax R.turn for I A..ldant
Oac.dlnt" CR[VaI501) for en ..pl.n.tlon of .d.lnl.tratlvaly corr.ctlbl. .rror..
.awrlttan prota.t to the PA O.part..nt of A.v.nua, Baird of App..l., D.pt. l81011, H.rrl'burg, PI
".IKtlon to have tha ..tter d.t.raln~ .t audit of tha account of the plr.onal rBpr..."t.Uva,
--app..1 to tM Orphan.' Court.
17118-IOlI,
OR
OR
r
Dl$COlIth
If any tax due h p.ld within thr.. (1) c.l.nd.r aonth. after the d.c.d.nt'. d..th, a flv. perunt C5:0 dhcount of
tha t.. paid I, .llow.d.
PENAL TVr
The 15~ tax lIne.tv nonap.rtlclp.tlon Pln.lty I. coeput.d on the total of tha t.. and Int.r..t ......ed, and not
p.ld b.for. Janu.ry 18, 1"6, the Ilr.t d.y .ft.r the Ind of tha t.. .an..ty p.rlod. Thl. non-partlclp.tlon
p..,.lty h appaalabh In tha .... .ann.,. and In the the ,... tI.. periOd II you would app.al the t.. and Int.,...t
thet h.. bean .......d .. Indlc.ted on thl. not Ie..
IHlUtEST I
Int.,...t I, chargld b.glnnlng with flr.t d.y of d.llnquancy, or nlna C') eonth. end one Cl) d.y fro. the d.ta of
d.ath, to the d.t. of p.y.."t. r.... which b.c... d.llnqu.nt b,'or. Janu.ry 1, 198Z balr Int.r..t at the rat. of
'Ix C6~) parclnt p.,. ennui calcul.t.d .t a d.lly r.t. of .OOOI'~. All tIX., which bee... d.llnquent on and aft.r
Janu.ry I, 198Z will b..r Int.r..t at . rat. which will va,.y fro. calend.,. y..,. to calendar y..r with thlt rat.
announc.d by the PA D.pert.lnt of R.v.nu.. rh. eppllcabl. Int.r..t rat.. (or 1'81 through 1'91 .r'l
~ Int.r..t R.te D.lly Int.r..t r"ctor ~ Int.r..t Rata olllly Inter..t rllctor
I'll lOX .000548 1911 'X .000247
1985 10. .000438 1'88.1991 llZ .000301
198~ II. .000301 I99Z 'X .00OI~1
1985 13:C .000356 1993.199~ 7Z .0001'1
1986 lOX .OOUH 1995-1997 9Z .0OUlt]
."Intlr..t I. calculatld .. follow'l
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST rACTOR
.aAny Hotlc. I"u'd aft.,. the t.. b.co... dlllnquent will r.fl.ct an Inl.r..t calculation to fllt..n CIS) d.y.
b.yond the dlt. of the ........nt. If pay..nt I. _ad. alt.r the Int.r..t co.put.tlon data .hown on the
Notlc., ackIltlOhIII Int.r..t IN.t b. calcul.led.
/5', //:5 ,9
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSVLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
/~~
:~
BUREAU OF INOIVIDUAL TAXES
INllfRIlAHCE IAI( DIYISION
OCPI. ..aObOI
ItANlllSIIURO, Pi 1110'8-0601
111.11111.".11.'"
03-23-98
WHELI HAN
07-10-96
21 96-0571
CUMBERLAND
202
LAURA N
FINANCIAL TRUST SVCS CD
FARMERS TRUST COMPANY
PO BOX 220
CARLISLE PA 17013
Anount Renltt.d
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To In.u~. proper credit to your account, subnit the upper portion of this farm with your tax p.ynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
Rifv:736--EX--AFP--ioi:-97j-----.-.-NCiiicE--OF--nETE-RHIN"Ailo-N-AN-n-As-sESSlHENT-----------------------------
OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF WHELIHAN
LAURA
N FILE NO.21 96-0571
ACN 202
DATE 03-23-98
ESTATE TAX DETERMINATION
1. Credit For State Death Taxas as Verified
2. Pennsylvania Inheritance Tax Assessad
(Excluding Discount and/or Interest)
35,052,81
3, Inheritance Tax Assassad by Other States
or Territories of the United states
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
35.052,8t
5, Pennsylvania Estate Tax Due
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
7. Additional Pennsylvania Estate Tax Due
TAX CREDITS:
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+) I
INTEREST/PEN PAID (-)
AMOUNT PAID
,.'.
~. ,
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE I ,00
INTEREST AND PEN. ,00
TOTAL DUE ,00
elF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE
DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
-IF PAID AFTER THIS OATE, SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST,
.00
,00
,00
,00
STATUS REI'ORT UNllIm JlULE 6.12
Nume of Deccllent: Laura Ice N, Whelihan
Dule of Deuth: July 10, 1996
Will No, 21%-0571
Admin, No,
I'ursuantto Rule 6,12 of the Supreme Court Orphans' Court Rules, 1 report the lollllwing
with respect to completion of the udministration of the above-captioned estute:
I, State whether administration of the estute is complete:
Yes X
--
No
2. If the answer is No, state when the personal reprcsentative reasonubly believes thut
the administration will be complete:
3, If the unswer to No, I is Yes, state the following:
u, Did the personal representative file a final account with the Court'!
Yes _X_ No
b, The separate Orphans' Court No, (ifany) for the personal representative's uccount
is:
e, Did the personal representative state un uccount infonnally to the parties III
interest? Yes No
Copies of receipts, releases, joiners and approvals of fonnal or inlonnal accounts may
be filed with the Clerk of the Orphans' Court and may be attached to this report.
Dute: Septc.'.1.1ber 14, 1998
"
'.(1 ,,~: .1
Signature
bud l'- "
--"1...'
tr,
Jane F, Burke, PresidcntlCEO
Financiul Tmst Scrvices Compuny
One West High Street
P. 0, Box 220
Curl isle, PA 17013
717-243.3212
:'1...
'.( ,
0:-
lj ~ ~
;..:, ~ :;
r'\''''
-~
Cupacity:
Personal Representative
Counsel tor personal representutive
"