HomeMy WebLinkAbout04-0301
IN RE: ELEANOR U.
COLLIDGE,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
Julia Elizabeth Coolidge-
Stolz, Petitioner
v.
Thomas Edward Coolidge
And Philip Warren
Coolidge, Respondents
NO. 21-03-936
NO. 21-04-301
ORDER OF COURT
AND NOW, this 20th day of June, 2005, upon consideration of the Notice of
Appeal filed in the above-captioned matter, Appellant is DIRECTED, pursuant to Pa.
R.A.P. 1925(b), to file of record in this Court and to serve upon the undersigned judge a
concise Statement of Matters Complained of on Appeal no later than 14 days after entry
of this Order.
BY THE COURT,
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R. Mark Thomas, Esq.
10 1 S. Market Street
Mechanicsburg, P A 17055
Attorney for Petitioner
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James D. Flower, Jr., Esq.
26 West High Street
Carlisle, P A 17013
Attorney for Respondents
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DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
rTTMRERT.ANn COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
ELEANOR U. COOLIDGE
, DECEASED
No. 21-04-0301
PETITION FOR ADJUDICATION I
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
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Form OC-OJ rev. 10.13.06
Page 1 of 10
Estate of
Eleanor U. Coolidge
, Deceased
1. Name(s) and addressees) ofPetitioner(s):
Philip W. Coolidg~;
Name:
Thomas E~ Coolidge
Address:
17788 Cumberland Highway # 16
265 Mooreland Avenue
Newburg, PA 17240
Carlisle, PA 17013
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
N/A
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . Ji(Yes Cl No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on M~r~h 74 7004
mrLetters Testamentary or ClLetters of Administration were granted to Petitioner(s) on
Hl!'tth 29 1004
Date of Will (if applicable): D b 8 2003
ecem er ,
Date(s) of Codicil(s) (if applicable): N/ A
Date of probate (if different from date Letters granted): March 29, 2004
Was a bond required? [JY es Cl No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... Cl Yes ~ N 0
Dates of advertising of the grant of Letters: The Sentinel, April 14, 21. 28 2004
Cumberland Law Journal April 16, 23, 30 2004
Form OC-OJ rev. 10./3.06
Page 2 of 10
Estate of
Eleanor U. Coolidge
, Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes ~ No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............ . DYes D No
(See Section 2201 et seq. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
N/A
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . .. DYes I2J No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes I2J No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. ~ 1412, was a request for a statement ofc1aim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~Yes 0 No
Form OC-OJ rev. 10.13.06
Page 3 of 10
Estate of
Eleanor U. Coolidge
, Deceased
8. Written notice of the Audit as required by Pa. a.c. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. a.c. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. a.c. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs ifthere is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest( s):
Name and Address of Each Party in Interest
RelationshiD and Comments, if any Interest
Philip W. Coolidge, 17788
Cumberland Highway, Newburg
Thomas E. Coolidge, 265
Mooreland Ave., Carlisle
Sons Each is entitled to 1/2
of the income held in
trust
Devyn Coolidge and Joshua
Coolidge, 265 Mooreland
Avenue, Carlisle, PA
Grandchildren Each is a residual
beneficiary under
trust.
Form DC-OJ rev. 10./3.06
Page 4 of 10
Estate of
EleAnor U. C'--onlidge
, Deceased
Name and Address of Each Party in Interest
RelationshilJ and Comments. if any Interest
Amanda Jehan Sher Coolidge
Abigail Foote Coolidge
34 Appaloosa Lane
Bell Canyon, CA 91307
Grandchildren Each is a residual
beneficiary under the
trust.
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
Amanda Jehan Sher Colidge and Abigail Foote Coolidge are both minors. No
Guardian has been appointed for either child. The natural parents of each are
Aleya Sher Coolidge, 34 Appaloosa Lane, Bell Canyon, CA 91307; and Philip W.
Coolidge, one of the Petitiioners herein.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (~ee Pa. o.c. Rule 12.4).
No petition for guardian ad litem has been requested for the reason that it is
belived that the interests of the minor children are adequately represented by
serving notice and a certified copy of the account to the natural mother and
guardian of the children. The interests are additionally represented through notice
being given to the other remaindermen who are adults.
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form DC-OI rev. 10.13.06
Page 5 of 10
Estate of
Eleanor U. Coolidge
, Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
Julia Coolidge Stolz, c/o R. Mark 1/3 of estate. DYes DYes
Thomas, Esq., 101 S. Market St., Claim was a I2INo 121 No
Mechanicsburg will contest
dismissed by
Court Order.
DYes DYes
DNo DNo
DYes DYes
DNo DNo
DYes DYes
DNo DNo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. ~ 3392 and the proposed payments.
Was family exemption allowed?
. ..... . . ., ... . . . . . . .,. . . . .. . . .. .
DYes ~No
DYes DNo
11.
Was family exemption claimed?
. . ..... . . ... .. . . . . . ., . . . . . . . . . . .
Family exemption claimant's name and relationship:
Name:
Relationship:
Form OC-OJ rev. 10.13.06
Page 6 of 10
Estate of
Eleanor U. Coolidge
, Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows:
Date
Payment Interest
February 21, 2006
$59,990.00 Entire Estate
$3,748.60 Entire Estate
May 22, 2006
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond ofa fiduciary? . . . . . . . . . . . . . . . . . . . I2]Ves D No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
Decedent was a co-trustee ofthe Trust Under Will of Warren Coolidge. The Trust
has subsequently been divided into 3 separate trusts. An account has been filed and
objections have been withdrawn for 1 trust. Releases have been received on
another trust and an account will be filed or releases received on the third trust.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
None known to exist. All questions previously made have been resolved by adjudication.
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. D Ves 0 No
15. IfPetitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form OC-OJ rev.IO.J3.06
Page 7 of 10
Estate of
Eleanor U. Coolidge
, Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes l2J No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. DYes l2J No
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose:
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ DYes DNo
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
l2JYes DNo
As to real estate only? ........................................ DYes l2J No
Form DC-OJ rev. 10.13.06
Page 8 of 10
Estate of
Eleanor U. Coolidge
, Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
Amount/Proportion
B. Principal:
Proposed Distributee(s)
Amount/Proportion
$304,144.18
$304,144.18
Trust fbo Thomas Coolidge & Devyn Coolidge
Trust fbo Thomas Coolidge & Joshua Coolidge
Trust fbo Philip Coolidge & Children
$608,288.37
Submitted By:
(All petitioners must sign.
Add additional lines ifnecessary):
Name of Petitioner: Philip W. Coolidge
Name of Petitioner: Thomas E. Coolidge
Form OC-OJ rev. JO.13.06 Page 9 of 10
Estate of
IDeanor U. Coolidge
. Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Dtstributee(a)
Amount/Proportion
B. Principal:
Proposed Distributee(s)
Amount/Proportion
Trust tho Thomas Coolidge & Devyn Coolidge
$304.144.18
$304.144.18
Trust tho Thomas Coolidge & Joshua Coolidge
Trust tho Philip Coolidge & Children
$608,288.37
Submitted By:
(All petitioners must sign.
Add additional lines ifnecessary):
f~~
Name of Petitioner: Philip W. olidge
~ f: C~~L-
Name of Petitioner: Thomas E. Coolidge
Form OC-Ol rev. 10.13.06
Page 9 of 10
Estate of
meanor U. Coolidge
, Deceased
Verifieation of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that helshe is titk
of the above-named name a/corporation and] that the facts set
forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. ~ 4904 (relating to unsworn
falsification to authorities).
Si~ o~;::~
~ e ~';)iL
Signature of Petitioner
* Corporate petitIOners must complete bracketed InfomudJon.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication!
Statement of Proposed Distribution is a true and accurate reproduction of the fonn Petition
authorized by the Supreme Court, and that no changes to the fonn have been made beyond the
responses herein.
Form DC-OJ rev. JO.13.06 Page 10 of 10
DATE OF DEATH:
March 24,2004
Pages
2 to 3
3
11 to 12
14
14
4to 11
12 to 13
13
14
First and Final Account of
Thomas E. Coolidge and Philip W. Coolidge
Executors of the Last Will and Testament of
Eleanor U. Coolidge
Late of West Pennsboro Township, Cumberland County, Pennsylvania
File No. 21-04-0301
LETTERS TESTAMENTARY ADVERTISED:
CUMBERLAND LAW JOURNAL
April 16,23,30,2004
THE SENTINEL
April 14,21,28,2004
SUMMARY
TOTAL PRINCIPAL RECEIVED
TOTAL GAINS (LOSS) ON SALE OR DISPOSITION
TOTAL EXPENSES PAID FROM PRINCIPAL
NEf PRINCIPAL AVAILABLE FOR DISTRIBUTION
TOTAL DISTRIBUTIONS OF PRINCIPAL MADE TO DATE
BALANCE OF PRINCIPAL AVAILABLE FOR DISTRIBUTION
1,266,715.81
(742.03)
(244,699.61)
1,021,274.17
672,325.00
348,949.17
TOTAL INCOME RECEIVED
TOTAL EXPENSES PAID FROM INCOME
NEf INCOME AVAILABLE FOR DISTRIBUTION
TOTAL DISTRIBUTIONS OF INCOME MADE TO DATE
BALANCE OF INCOME AVAILABLE FOR DISTRIBUTION
77,340.84
(5,418.92)
71,921.92
62,197.94
9,723.98
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First and Final Account of
Thomas E. Coolidge and Philip W. Coolidge
Executors of the Last Will and Testament of
Eleanor U. Coolidge
Late of West Pennsboro Township, Cumberland County, Pennsylvania
File No. 21-04-0301
ACCOUNTANTS ARE CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST
RECEIVED AND CLAIM CREDIT FOR THE DISBURSEMENTS MADE AS SET FORTH BELOW:
Shares
804
200
930
457
400
793
200
1200
20000
231
20000
178
600
450
PRINCIPAL RECEIVED
ACCOUNTS WITH BANKS AND FINANCIAL INSTITUTIONS AS OF MARCH 24, 2004:
Waypoint Bank Account No. 4100009118
Accrued interest on above account
Waypoint Bank Account No. 1705006386
Evergreen Investments, Account No. 645-100919375(100.33 shares)
Legg Mason Brokerage Account No. 360-01361
Accrued interest on above account
Sovereign Bank Account No. 2891043154
Accrued interest on above account
M&T Bank Account No. 9836720244
Citizens Bank Account No. 620033-704-0
Members First EC.U. Account No. 243015
John Hancock Opportunity Fund (400 shares)
Accrued interest on above account
PUBLICLY TRADED STOCKS AND BONDS RECEIVED MARCH 24, 2004:
Company
AIM Inveso Health
Allegheney Energy
Allied Irish
Aquila
BellSouth
BP PLC
BP Prudhoe Royalty Trust
Bristol Myers Squibb
Carmichaels School District Bond
Chevron Texaco
Colonial Penn School District Bond
Del Monte Foods
Dominion Resources
Duke Energy
Page 2 of 1 5
90,673.83
37.91
46,537.58
1,575.00
50,953.58
18.74
5,495.45
1.71
95,567.98
85,112.98
96,588.50
3,976.00
108.00
11,714.00
2,585.00
27,156.00
1,874.00
10,572.00
38,714.00
5,964.00
28,854.00
20,472.00
19,995.00
20,000.00
1,940.00
37,635.00
9,848.00
20000
1200
200
20000
400
306
1803
10000
20000
10000
200
468
600
20000
200
1000
200
300
10000
405
450
644
120
March 24,2004
March 24,2004
March 24,2004
March 24,2004
June 2, 2004
June 2, 2004
May 11,2004
March 14, 2005
April 18, 2005
August 6, 2005
December 31, 2005
May 15, 2004
June 3, 2004
July 14,2004
July 26, 2004
January 27, 2005
September 30, 2005
East Penn School Distric Bond
Exxon Mobil
FPL Group
Gettysburg Municipal Authority Bond
H. J. Heinz
Koninklijke Ahold
M&T Bank
Pennsylvania State Higher Education Bond
Pennsylvania State Higher Education Bond
Pennsylvania State Higher Education Bond
Pennsylvania REIT
PEPCO Holdings
Petroleum & Resources
Pittsburgh & Allegheney County Bond
PPL Corp.
Royal Dutch Petroleum
Scana
TECO Energy
Towanda Municipal Authority
Tri-Continental
um Corp.
Verizon Communications
Zimmer Holdings
OTHER PRINCIPAL RECEIVED:
Mortgage on 265 MoorelandAvenue, Carlisle
M&T Bank accrued dividend
PEPCO Holdings accrued dividend
Tri-Continental accrued dividend
Pennsylvania State Employees' Retirement System partial payment
PHI refund
Kuhn refund
Camlinde refund
Coetex transcription refund
IRS refund
IRS refund
Miscellaneous
TOTAL PRINCIPAL RECEIVED
GAIN (LOSS) ON SALES OR OTHER DISPOSITIONS
Redemption of Colonial Penn School District Bond
Redemption of Gettysburg Municipal Authority Bond
Sale of Evergreen Investments Fund
Redemption of Towanda Bond
Redemption of Pittsburgh & Allegheny Bond
Redemption of Pittsburgh & Allegheny Bond
TOTAL GAIN (LOSS) ON SALES
Page 3 of 1 5
21,270.00
48,510.00
13,214.00
20,052.00
14,660.00
2,393.00
161,008.00
10,968.00
22,611.00
10,382.00
7,274.00
9,433.00
14,154.00
20,619.00
4,453.00
46,205.00
6,991.00
4,301.00
10,029.00
6,776.00
14,461.00
23,261.00
8,701.00
43,150.00
721.20
117.00
16.20
385.45
470.00
3.15
29.20
70.62
4,898.00
454.00
704.73
1,266,715.81
0.00
(52.00)
(106.20)
(29.00)
(245.83)
(309.00)
(742.03)
March 30, 2004
March 31, 2004
March 31, 2004
March 31, 2004
March 31, 2004
March 31, 2004
April 1, 2004
April 1, 2004
April 1, 2004
April 1, 2004
April 2, 2004
April 3, 2004
April 12, 2004
April 15, 2004
April 19, 2004
April 30, 2004
April 30, 2004
April 30, 2004
April 30, 2004
April 30, 2004
April 30, 2004
April 30, 2004
April 30, 2004
April 30, 2004
May 3, 2004
May 3, 2004
May 3, 2004
May 3, 2004
May 3, 2004
May 3, 2004
May 3, 2004
May 11,2004
May 12,2004
May 17,2004
May 17,2004
May 17,2004
May 26, 2004
May 28, 2004
May 28, 2004
May 30, 2004
May 30, 2004
May 30, 2004
May 30, 2004
May 30, 2004
May 31, 2004
June 1,2004
June 1,2004
June 3, 2004
June 8, 2004
June 10,2004
June 10, 2004
June 15, 2004
INCOME RECEIVED
Dividend: Wellesley
Interest: Waypoint
Dividend: Evergreen
Dividend: Vanguard Long-Term Corporate Fund, less div. accrued at death
Dividend: Vanugard GNMA Fund, less dividend accrued at date of death
Dividend: Vanguard Pa. Long-Term Tax Exempt Fund, less div. accrued at deatl
Interest: Gettysburg Municipal Authority Bond
Dividend: PPL
Dividend: Scana
Dividend: VOl Corp.
Dividend: Vanguard Prime Money Market, less interest accrued to date of death
Dividend: Vanguard Pa. Long-Term Tax Exempt Fund
Dividend: H. J. Heinz
Mortgage interest: Thomas Coolidge
Royalties: BP Prudhoe Bay Roayalty Trust
Dividend: Evergreen
Dividend: Vanguard Long-Term Corporate Fund
Dividend: Vanugard GNMA Fund
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: Allied Irish
Dividend: Vanguard Long-Term Corporate Fund
Dividend: Vanugard GNMA Fund
Dividend: Vanguard Pa. Long-Term Tax Exempt Fund
Dividend: Bell South
Dividend: Bristol Myer
Interest: Pa. State Higher Education
Dividend: Verizon
Mortgage interest: Thomas Coolidge
Dividend: Royal Dutch
Interest: Colonial PA
Interest: East Pennsboro School District
Dividend: TECO Energy
Interest: Legg Mason
Dividend: Vanguard Prime Money Market
Interest: Legg Mason
Dividend: Vanguard Prime Money Market
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend: Evergreen
Interest: Towanda Bond
Dividend: Petroleum Resources
Interest: Gettysburg Municipal Authority Bond
Dividend: BP
Dividend: Chevron
Dividend: Exxon Mobil
Dividend: FPL Group
297.59
3.24
6.49
35.17
37.56
36.75
480.00
41.00
73.00
128.25
7.14
157.38
108.00
286.72
169.24
6.84
148.16
161.05
60.89
24.79
0.19
98.44
June 15, 2004
June 15, 2004
June 16,2004
June 21, 2004
June 21, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
July 1,2004
July 1,2004
July 1,2004
July 12, 2004
July 13, 2004
July 14,2004
July 19,2004
July 26, 2004
July 30, 2004
July 30, 2004
July 30, 2004
July 30, 2004
July 30, 2004
July 30, 2004
August 2, 2004
August 2, 2004
August 2, 2004
August 2, 2004
August 2, 2004
August 16,2004
August 16,2004
August 23, 2004
August 30, 2004
August 30, 2004
August 30, 2004
August 30, 2004
August 31, 2004
September 1, 2004
September 1,2004
September 7,2004
September 10, 2004
September 10,2004
September 13,2004
September 15, 2004
September 15,2004
September 15,2004
September 16, 2004
September 20, 2004
September 23, 2004
September 24, 2004
Dividend: Pa. Real Estate REIT
Interest: Pittsburgh & Allegheny Bond
Dividend: Duke
Dividend: Dominion Resources
Dividend: Tri-Continental
Dividend: Evergreen
Dividend: Vanguard Prime Money Market
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members first Money Market Account
Interest: Legg Mason
Dividend: M&T Bank
Dividend: PEPCO
Long-term Capital Gain Dividend: John Hancock Op.Fund
Dividend: PPL
Dividend: Scana
Dividend: UGI Corp.
Dividend: H. J. Heinz
Mortgage interest: Thomas Coolidge
Dividend: Evergreen
Royalties
Interest: Towanda Bond
Dividend: Vanguard Prime Money Market
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members first Money Market Account
Interest: Legg Mason
Dividend: Bell South
Dividend: Bristol Myer
Interest: Pa. Health System
Interest: Pa. Health System
Dividend: Verizon
Dividend: TECO Energy
Mortgage interest: Thomas Coolidge
Dividend: Vanguard Prime Money Market
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Interest: Carmichaels
Dividend: Petroleum Resources
Dividend: BP
Dividend: Chevron
Dividend: Exxon Mobil
Mortgage interest: Thomas Coolidge
Dividend: FPL Group
Dividend: Pa. Real Estate REIT
Dividend: Royal Dutch
Dividend: Duke
Dividend: Dominion Resources
Dividend: Tri-Continental
Dividend: Allied Irish
108.00
550.00
123.75
387.00
16.20
6.39
46.76
64.91
28.62
0.23
98.64
35.42
721.20
117.00
108.00
41.00
73.00
140.63
114.00
285.59
2.71
199.55
93.19
58.54
43.95
29.59
0.26
110.27
50.26
108.00
336.00
500.00
250.00
247.94
57.00
285.02
48.40
42.00
29.60
0.28
114.51
72.30
400.00
78.00
337.82
184.80
324.00
284.45
136.00
108.00
900.90
123.75
387.00
16.20
476.00
Page 5 of 1 5
September 30, 2004
September 30, 2004
September 30, 2004
September 30, 2004
September 30, 2004
September 30, 2004
September 30, 2004
September 30, 2004
October I, 2004
October I, 2004
October I, 2004
October I, 2004
October II, 2004
October 18,2004
October 29, 2004
October 30, 2004
October 30, 2004
October 30, 2004
October 30, 2004
November 1,2004
November 1,2004
November 1,2004
November 1,2004
November 15, 2004
November 15, 2004
November 30, 2004
November 30, 2004
November 30, 2004
November 30, 2004
November 30, 2004
December 6, 2004
December 10, 2004
December 10, 2004
December 13, 2004
December 13, 2004
December 15, 2004
December 15, 2004
December 15, 2004
December 16, 2004
December 20, 2004
December 27, 2004
December 30, 2004
December 30, 2004
December 30, 2004
December 30, 2004
December 31, 2004
December 31,2004
December 31, 2004
December 31, 2004
December 31, 2004
December 31, 2004
January 3, 2005
January 3, 2005
January 3, 2005
January 10,2005
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: M&T Bank
Dividend: PEPCO
Long-term Capital Gain Dividend: John Hancock Op.Fund
Dividend: PPL
Dividend: Scana
Dividend: UGI Corp.
Mortgage interest: Thomas Coolidge
Dividend: H. J. Heinz
Royalties
Interest: Legg Mason
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend: Bell South
Dividend: Bristol Myer
Interest: Pa. State Higher Education
Dividend: Verizon
Interest: East Pennsboro School District
Dividend: TECO Energy
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: BP
Dividend: Chevron
Dividend: Exxon Mobil
Dividend: Tri-Continental
Mortgage interest: Thomas Coolidge
Dividend: FPL Group
Dividend: Pa. Real Estate REIT
Interest: Pittsburgh & Allegheny Bond
Dividend: Duke
Dividend: Dominion Resources
Dividend: Petroleum Resources
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: John Hancock
Dividend: M&T Bank
Dividend: PEPCO
Short-term Capital Gain Dividend: John Hancock Op.Fund
Long-term Capital Gain Dividend: John Hancock Op.Fund
Dividend: PPL
Dividend: Scana
Dividend: UGI Corp.
Dividend: H. J. Heinz
28.88
28.65
0.26
110.95
83.93
721.20
117.00
108.00
41.00
73.00
140.63
283.87
114.00
260.72
99.00
12.48
29.62
0.26
114.78
108.00
336.00
268.75
247.94
490.00
57.00
8.40
28.67
0.27
111.21
120.93
337.82
184.80
324.00
44.55
283.29
136.00
108.00
550.00
123.75
399.00
558.00
8.15
29.64
0.26
115.04
135.19
50.51
721.20
117.00
4.93
52.55
41.00
73.00
140.63
114.00
Page 6 of 1 5
January 18, 2005
January 20, 2005
January 30, 2005
January 30, 2005
January 30, 2005
January 30, 2005
January 31, 2005
February 1, 2005
February 1, 2005
February 1, 2005
February 1, 2005
February 1, 2005
February 14, 2005
February 15,2005
February 28, 2005
February 28, 2005
February 28, 2005
February 28, 2005
February 28, 2005
March 1, 2005
March 1, 2005
March 1, 2005
March 1, 2005
March 10,2005
March 10, 2005
March 14, 2005
March 14, 2005
March 15, 2005
March 15, 2005
March 15, 2005
March 16, 2005
March 21, 2005
March 24, 2005
March 30, 2005
March 30, 2005
March 30, 2005
March 30, 2005
March 31, 2005
March 31, 2005
March 31, 2005
March 31, 2005
April 1, 2005
April 1, 2005
April 1, 2005
April 11, 2005
April 15, 2005
April 19, 2005
April 28, 2005
April 29, 2005
April 30, 2005
April 30, 2005
April 30, 2005
April 30, 2005
May 2, 2005
May 2, 2005
Mortgage interest: Thomas Coolidge
Royalties
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: Bell South
Dividend: Bristol Myer
Interest: Pa. State Higher Education
Interest: Pa. State Higher Education
Dividend: Verizon
Mortgage interest: Thomas Coolidge
Dividend: TECO Energy
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Interest: Carmichaels
Dividend: Petroleum Resources
Short-term Capital Gain Dividend: Petroleum & Resources
Long-term Capital Gain Dividend: Petroleum & Resources
Dividend: Chevron
Dividend: Exxon Mobil
Dividend: BP
Mortgage interest: Thomas Coolidge
Dividend: FPL Group
Dividend: Pa. Real Estate REIT
Dividend: Royal Dutch
Dividend: Duke
Dividend: Dominion Resources
Dividend: Tri-Continental
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: John Hancock
Dividend: M&T Bank
Dividend: PEPCO
Dividend: PPL
Dividend: Scana
Dividend: UGI Corp.
Dividend: H. J. Heinz
Mortgage interest: Thomas Coolidge
Royalties
Dividend: Allied Irish
Interest: Legg Mason
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Ma9<-et Account
Dividend: Bell South
Dividend: Bristol Myer
282.71
308.89
8.14
29.73
0.29
123.47
146.57
108.00
336.00
500.00
250.00
247.94
282.12
57.00
7.36
26.86
0.12
111.66
173.24
400.00
30.00
12.00
36.00
184.80
324.00
404.43
281.53
142.00
108.00
1,326.42
123.75
402.00
20.25
8.15
29.75
0.04
123.76
221.00
114.80
721.20
117.00
46.00
78.00
140.63
114.00
840.98
308.97
929.85
221.84
7.62
28.80
0.08
119.92
108.00
336.00
Page 7 of 1 5
May 2, 2005
May 2, 2005
May 16, 2005
May 16, 2005
May 23, 2005
May 30, 2005
May 30, 2005
May 30, 2005
May 30, 2005
May 31, 2005
June 1,2005
June 6, 2005
June 10,2005
June 10,2005
June 15, 2005
June 15, 2005
June 15, 2005
June 15, 2005
June 16,2005
June 20, 2005
June 20, 2005
June 21, 2005
June 30, 2005
June 30, 2005
June 30, 2005
June 30, 2005
June 30, 2005
June 30, 2005
June 30, 2005
June 30, 2005
June 30, 2005
July 1,2005
July 1,2005
July 1,2005
July 1,2005
July 11,2005
July 19,2005
July 30, 2005
July 30, 2005
July 30, 2005
July 30, 2005
July 31, 2005
July 31, 2005
August 1,2005
August 1,2005
August 1,2005
August 1,2005
August 1,2005
August 1,2005
August 15,2005
August 30, 2005
August 30, 2005
August 30, 2005
August 30, 2005
August 31, 2005
Interest: Pa. State Higher Education
Dividend: Verizon
Interest: East Pennsboro School District
Dividend: TECO Energy
Mortgage interest: Thomas Coolidge
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: Petroleum Resources
Dividend: BP
Dividend: Chevron
Dividend: Exxon Mobil
Dividend: FPL Group
Dividend: Pa. Real Estate REIT
Interest: Pittsburgh & Allegheny Bond
Dividend: Royal Dutch
Dividend: Duke
Dividend: Dominion Resources
Dividend: Tri-Continental
Mortgage interest: Thomas Coolidge
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Interest: Legg Mason
Dividend: John Hancock
Dividend: M&T Bank
Dividend: PEPCO
Long-term Capital Gain Dividend: John Hancock Op.Fund
Mortgage interest: Thomas Coolidge
Dividend: PPL
Dividend: Scana
Dividend: VGI Corp.
Dividend: H. J. Heinz
Royalties
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
Interest: Legg Mason
Mortgage interest: Thomas Coolidge
Dividend: Bell South
Dividend: Bristol Myer
Interest: Pa. State Higher Education
Interest: Pa. State Higher Education
Dividend: Verizon
Dividend: TECO Energy
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
268.75
260.82
490.00
57.00
279.12
8.41
29.77
0.10
124.07
249.32
78.00
404.43
207.90
348.00
142.00
114.00
275.00
590.92
123.75
402.00
24.30
278.50
7.88
28.82
0.09
120.37
308.48
15.19
811.35
117.00
99.61
277 .89
46.00
78.00
151.88
120.00
345.53
7.62
29.79
0.08
127.32
1.98
238.16
277 .27
116.00
336.00
500.00
250.00
260.82
57.00
8.68
29.80
0.09
114.15
4.57
Page 8 of 1 5
August 31, 2005
September I, 2005
September I, 2005
September I, 2005
September 6, 2005
September 9,2005
September 12,2005
September 15,2005
September 15,2005
September 15,2005
September 16, 2005
September 20, 2005
September 23,2005
September 27,2005
September 30,2005
September 30, 2005
September 30, 2005
September 30, 2005
September 30, 2005
September 30, 2005
September 30, 2005
September 30, 2005
September 30, 2005
September 30, 2005
September 30, 2005
October 1, 2005
October 3, 2005
October 3, 2005
October 3,2005
October 10, 2005
October 19,2005
October 30, 2005
October 30,2005
October 30,2005
October 30, 2005
October 31, 2005
October 31, 2005
November 1,2005
November 1,2005
November I, 2005
November 1,2005
November 1,2005
November 15, 2005
November 15, 2005
November 30, 2005
November 30, 2005
November 30, 2005
November 30, 2005
November 30, 2005
November 30, 2005
December 1, 2005
December 6, 2005
December 9, 2005
December 12, 2005
December 13, 2005
Interest: Legg Mason
Mortgage interest: Thomas Coolidge
Interest: Carmichaels
Dividend: Petroleum Resources
Dividend: Bristol Myer
Dividend: Exxon Mobil
Dividend: Chevron
Dividend: FPL Group
Dividend: Pa. Real Estate REIT
Dividend: Royal Dutch
Dividend: Duke
Dividend: Dominion Resources
Dividend: Allied Irish
Dividend: Tri-Continental
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend Members First F.C.U. checking account
Interest: Legg Mason
Dividend: John Hancock
Dividend: M&T Bank
Dividend: PEPCO
Interest: Pittsburgh & Allegheny Bond
Long-term Capital Gain Dividend: John Hancock Op.Fund
Mortgage interest: Thomas Coolidge
Dividend: PPL
Dividend: Scana
Dividend: UGI Corp.
Dividend: H. J. Heinz
Royalties: BP Prudhoe Bay Roayalty Trust
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend Members First F.C.U. checking account
Interest: Legg Mason
Mortgage interest: Thomas Coolidge
Dividend: Bell South
Dividend: Bristol Myer
Interest: Pa. State Higher Education
Dividend: Verizon
Interest: East Pennsboro School District
Dividend: TECO Energy
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend Members First F.c.ll. checking account
Interest: Legg Mason
Mortgage interest: Thomas Coolidge
Dividend: BP
Dividend: Exxon Mobil
Dividend: Chevron
Dividend: Tri-Continental
173.16
276.64
400.00
78.00
424.65
348.00
207.90
142.00
114.00
553.80
139.50
402.00
524.00
24.30
7.89
28.85
0.09
117.72
3.93
122.75
15.34
811.35
117.00
160.42
99.46
276.01
50.00
78.00
151.88
120.00
456.32
8.15
29.82
0.09
135.38
4.04
152.57
275.38
116.00
336.00
268.75
260.82
490.00
57.00
7.89
28.87
0.09
131.83
3.83
181.21
274.74
424.65
348.00
207.90
28.35
Page 9 of 1 5
December 15, 2005
December 15, 2005
December 15,2005
December 16, 2005
December 20, 2005
December 27,2005
December 27, 2005
December 27, 2005
December 30, 2005
December 30, 2005
December 30, 2005
December 30, 2005
December 30, 2005
December 30, 2005
December 30, 2005
December 30, 2005
December 30, 2005
December 31, 2005
January 1,2006
January 3, 2006
January 3, 2006
January 3, 2006
January 10,2006
January 19,2006
January 30, 2006
January 30, 2006
January 30, 2006
January 31, 2006
January 31, 2006
February 1, 2006
February 1,2006
February 1,2006
February 1,2006
February 2, 2006
February 21, 2006
February 28, 2006
February 28, 2006
February 28, 2006
March 1, 2006
March 10, 2006
March 30, 2006
March 31, 2006
April 1, 2006
April 13, 2006
April 30, 2006
April 30, 2006
May 1, 2006
May 12, 2006
May 30, 2006
May 31, 2006
June 1,2006
June 30, 2006
June 30, 2006
June 30, 2006
July 1,2006
Dividend: FPL Group
Dividend: Pa. Real Estate REIT
Dividend: Royal Dutch
Dividend: Duke
Dividend: Dominion Resources
Dividend: Petroleum Resources
Short-term Capital Gain Dividend: Petroleum & Resources
Long-term Capital Gain Dividend: Petroleum & Resources
Interest: M&T Bank
Interest: Citizens Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend: John Hancock
Dividend: M&T Bank
Dividend: PEPCO
Interest: Legg Mason
Short-term Capital Gain Dividend: John Hancock Op.Fund
Dividend Members First EC.V. checking account
Mortgage interest: Thomas Coolidge
Dividend: PPL
Dividend: Scana
Dividend: VGI Corp.
Dividend: H. J. Heinz
Royalties: BP Prudhoe Bay Roayalty Trust
Interest: M&T Bank
Interest: Sovereign Bank
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
Interest: Legg Mason
Mortgage interest: Thomas Coolidge
Dividend: Bell South
Dividend: Bristol Myer
Dividend: Verizon
Dividend: Del Monte Foods
Interest: Legg Mason
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
Interest: Citibank
Mortgage interest: Thomas Coolidge
Interest: Citibank
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
Mortgage interest: Thomas Coolidge
Interest: Citibank
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
Mortgage interest: Thomas Coolidge
Interest: Citibank
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
Mortgage interest: Thomas Coolidge
Dividend: Members First Money Market Account
Dividend Members First EC.V. checking account
Interest: Citibank
Mortgage interest: Thomas Coolidge
142.00
114.00
555.60
139.50
402.00
150.00
84.00
600.00
7.89
29.84
0.08
150.94
15.94
811.35
117.00
175.52
7.16
3.86
274.10
50.00
78.00
151.88
120.00
422.86
2.63
0.09
152.72
3.27
460.85
273.45
116.00
336.00
260.82
7.12
301.91
138.73
2.39
27.83
183.42
172.74
161.53
2.65
202.40
290.21
157.22
2.32
195.30
239.15
163.39
1.88
201.19
159.02
1.14
438.16
194.13
Page 1 0 of 1 5
July 13, 2006
July 16,2006
July 30, 2006
July 31, 2006
July 31, 2006
July 31, 2006
July 31, 2006
August 1,2006
August 30, 2006
August 31, 2006
August 31, 2006
August 31, 2006
August 31, 2006
September 1, 2006
September 29, 2006
September 29,2006
September 29, 2006
September 30,2006
September 30, 2006
October 1, 2006
October 31, 2006
October 31, 2006
October 31, 2006
October 31, 2006
November 1,2006
November 30, 2006
November 30, 2006
November 30, 2006
November 30, 2006
December 1, 2006
December 6, 2006
December 8, 2006
December 29, 2006
December 30, 2006
April 15, 2004
April 15, 2004
April 15, 2004
April 17, 2004
April 27, 2004
May 8, 2004
May 8, 2004
May 15, 2004
May 15, 2004
July 14, 2004
August 11, 2004
September 5,2004
October 17,2004
October 29, 2004
November 7,2004
November 20, 2004
~
Interest: GMAC Comm. Mortgage
Interest: Lehman Brothers CD
Dividend: Members First Money Market Account
Dividend Members First EC.U. checking account
Interest: Citibank Nevada
Interest: Citibank FSB
Interest: Citibank NA
Mortgage interest: Thomas Coolidge
Dividend: Members First Money Market Account
Dividend Members First EC.U. checking account
Interest: Citibank Nevada
Interest: Citibank FSB
Interest: Citibank NA
Mortgage interest: Thomas Coolidge
Interest: Citibank Nevada
Interest: Citibank FSB
Interest: Citibank NA
Dividend: Members First Money Market Account
Dividend Members First EC.U. checking account
Mortgage interest: Thomas Coolidge
Dividend Members First EC.U. checking account
Interest: Citibank NA
Interest: Citibank South Dakota
Interest: Citibank FSB
Mortgage interest: Thomas Coolidge
Dividend Members First EC.U. checking account
Interest: Citibank NA
Interest: Citibank South Dakota
Interest: Citibank FSB
Mortgage interest: Thomas Coolidge
Interest: Citibank NA
Interest: Citibank FSB
Interest: Citibank South Dakota
Long-term Capital Gain Dividend: John Hancock Op.Fund
TOTAL INCOME RECEIVED
2,003.98
2,049.27
178.65
0.96
167.07
76.53
318.70
199.98
178.53
1.03
393.99
301.33
394.01
199.38
272.92
208.83
272.92
167.08
0.73
192.37
0.85
262.94
266.55
197.56
198.15
0.74
260.96
263.82
196.74
191.17
52.05
64.96
223.70
91.70
77,340.84
EXPENSES FROM PRINCIPAL
Continuing Care Rx, final medical bill
West Shore EMS, final medical bill
Saidis, Shuff, Flower, and Lindsay, litigation attorney's fees
Rev. James Gilchrist, Funeral Expense
Deluxe, check charge
Hoffman-Roth Funeral Home, Funeral Expense
Pennsylvania State Employee Retirement System, refund of overpayment
Saidis, Shuff, Flower, and Lindsay, litigation attorney's fees
Central Penn Med. Emergency, medical bill
Saidis, Shuff, Flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, Flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, Flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, Flower, and Lindsay, litigation attorney's fees
Philip Coolidge, Executor's fee
Saidis, Shuff, Flower, and Lindsay, litigation attorney's fees
Cremone Medical, Final Medical Bill
6.19
148.66
4,711.01
50.00
21.25
3,238.00
243.80
427.50
29.20
525.00
1,557.50
844.15
4,632.50
10,750.00
5,122.10
40.97
Page 11 pf 1 5
December 9, 2004
December 9, 2004
December 31, 2004
January 15, 2005
January 15, 2005
February 11, 2005
March 13,2005
April 1, 2005
April 1, 2005
April 3, 2005
April 16, 2005
April 16, 2005
May 15, 2005
May 24, 2005
June 2, 2005
July 18, 2005
July 18, 2005
July 18, 2005
July 20, 2005
July 20, 2005
July 26, 2005
September 1, 2005
September 13,2005
November 23, 2005
January 4, 2006
January 20, 2006
February 21, 2006
March 6, 2006
March 6, 2006
April 17, 2006
May 22, 2006
August 22, 2006
October 23, 2006
March 22, 2007
April 30, 2004
May 12,2004
June 25, 2004
June 25, 2004
June 25, 2004
June 25, 2004
June 25, 2004
June 30, 2004
June 30, 2004
June 30, 2004
June 30, 2004
July 1,2004
July 1,2004
July 1,2004
-
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Philip Coolidge, Executor's fee
MCS Group, Medical Bill
MCS Group, Medical Bill
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Mandy Cootey
Michelle Eline
Boyer and Ritter, accounting fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Boyer and Ritter, accounting fees
Carlisle County Club, Luncheon, Funeral Expense
Philip Coolidge, Executor's fee
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Thomas Coolidge, fees
Thomas Coolidge, executor's fee
Thomas Coolidge, power of attorney fee
Boyer and Ritter, accounting fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Del uxe, check charge
Boyer and Ritter, accounting fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Register of Wills, Inheritance taxes
Register of Wills, filing fee
Register of Wills, copies
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Register of Wills, Inheritance taxes
Boyer and Ritter, accounting fees
Saidis, Shuff, flower, and Lindsay, litigation attorney's fees
Filing fees
Frey & Tiley, attorney's fees (To be paid upon account confirmation)
1,510.00
10,750.00
153.08
189.67
1,057.58
332.50
6,767.50
175.15
303.40
3,465.00
4,805.08
420.00
240.79
12,085.00
2,537.50
20.00
33,585.00
15,000.00
1,675.00
840.00
12.95
1,875.00
367.50
105.00
1,067.50
4,640.48
59,990.00
15.00
10.00
2,187.50
3,748.60
6,500.00
140.00
780.00
35,000.00
TOTAL EXPENSES FROM PRINCIPAL
244,699.61
EXPENSES FROM INCOME
Processing fee: Allied Irish
Foreign Tax: Royal Dutch
Withholding: Legg Mason
Withholding: Dominion Resources
Withholding: FPL Group
Withholding: Pa. Real Estate
Withholding: Tri-Continental
Withholding: Legg Mason
Withholding: John Hancock
Withholding: M&T
Withholding: PEPCO
Withholding: PPL
Withholding: Scana
Withholding: UGI
2.79
182.02
0.49
108.36
34.72
30.24
4.54
9.92
30.24
201.93
32.76
11.48
20.44
39.37
Page 1 2 of 1 5
September 16, 2004
September 24, 2004
March 15, 2005
April 28, 2005
June 15, 2005
August 31, 2005
September 15, 2005
November 14,2005
November 17,2005
December 15,2005
April 6, 2006
June 16,2006
June 20, 2006
7/18/05
11/14/05
12/9/05
12/27/05
3/20/06
9/2/05
9/29/06
10/5/06
10/6/06
10/12/06
12/28/06
-
Withholding: Royal Dutch
Processing fee: Allied Irish
Withholding: Royal Dutch
Processing fee: Allied Irish
Withholding: Royal Dutch
Pa. Department of Revenue, taxes
Withholding: Royal Dutch
Wire fee
Pa. Department of Revenue, taxes
Withholding: Royal Dutch
Pa. Department of Revenue, taxes
Pa. Department of Revenue, taxes, 2005
Pa. Department of Revenue, taxes, 2006 estimated
Miscellaneous
TOTAL EXPENSES FROM INCOME
SCHEDULE OF DISTRIBUTIONS MADE
INCOME DISTRIBUTIONS TO PHILIP COOLIDGE:
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Philip Coolidge
Less, repayment to Estate
TOTAL INCOME DISTRIBUTIONS TO PHILIP COOLIDGE
INCOME DISTRIBUTIONS TO THOMAS COOLIDGE:
7/18/05 Thomas Coolidge
9/2/05 Thomas Coolidge
TOTAL INCOME DISTRIBUTIONS TO THOMAS COOLIDGE
TOTAL DISTRIBUTIONS OF INCOME
Page 1 3 of 1 5
135.14
2.79
198.96
3.25
88.64
1,134.00
83.07
20.00
729.00
83.34
197.43
901.00
904.00
229.00
5,418.92
15,236.98
3,919.19
1,571.60
1,515.18
1,166.63
11,000.00
2,454.00
1,250.00
381.50
190.75
4,376.52
(7,101.39)
35,960.96
15,236.98
11 ,000.00
26,236.98
62,197.94
PRINCIPAL DISTRIBUTIONS
TRUST FOR BENEm OF THOMAS COOLIDGE & DEVYN COOLIDGE
1/20/06 Securities
TOTAL
TRUST FOR BENEm OF THOMAS COOLIDGE & JOSHUA COOLIDGE
1/20/06 Securities
TOTAL
TRUST FOR BENEm OF PHILIP COOLIDGE & CHILDREN
1/20/06 Securities
TOTAL
TOTAL DISTRIBUTIONS OF PRINCIPAL
PROPOSED SCHEDULE OF DISTRIBUTIONS
INCOME
Philip Coolidge, 1/2 of net income
Less, distributions of income to Philip Coolidge previously made
Net income distribution to Philip Coolidge
Thomas Coolidge, 1/2 of net income
Less, distributions of income to Thomas Coolidge previously made
Net income distribution to Thomas Coolidge
TOTAL INCOME TO BE DISTRIBUTED
PRINCIPAL
TRUST FOR BENEm OF THOMAS COOLIDGE & DEVYN COOLIDGE
Less, distributions of principal previously made
Net Principal distribution
TRUST FOR BENEFIT OF THOMAS COOLIDGE & JOSHUA COOLIDGE
Less, distributions of principal previously made
Net Principal distribution
TRUST FOR BENEm OF PHILIP COOLIDGE & CHILDREN
Less, distributions of principal previously made
Net Principal distribution
TOTAL NET PRINCIPAL TO BE DISTRIBUTED
Page 1 4 of 1 5
168,081.25
168,081.25
168,081.25
168,081.25
336,162.50
336,162.50
672,325.00
35,960.96
(35,960.96)
0.00
35,960.96
(26,236.98)
9,723.98
9,723.98
255,318.54
(168,081.25)
87,237.29
255,318.54
(168,081.25)
87,237.29
510,637.09
(336,162.50)
174,474.59
348,949.17
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERALND
Thomas E. Coolidge and Philip W. Coolidge.
Executors of the Last Will and Testament of Eleanor U. Coolidge Deceased, who, being duly sworn
according to law, despose and say that the foregoing First and Final Account and Proposed Schedule
are true and correct to the best of thier knowledge, information and belief.
~E
Thomas E. Coolidge
C~~
p~~lidge ,~
Sworn to ~d subscribed before me
this Z r day of March 2007
'--A
NOTARIAL SEAL
ROBERT G FREY NOTARY PUBLIC
Borough of Carlisle Cumberland County P A
My Commission Expires June 4 2010
Page 1 5 of 1 5
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Eleanor U. Coolidge No 21-04 ",d~O]
also known as To: Register of Wills for the
County of Cumberland in the
Social Security No. 202-20-1460 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executors named
in the last will of the above decedent, dated Dec. 8, 2003
and codicil(s) dated N/A
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania,
with her last family or principal residence at
365 Walnut Street, Carlisle Borough
(list street, number and municipality)
Decedent, then 75 years of age, died March 24,2004
at Carlisle Regional Medical Center
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: No Exceptions
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Total: unestimated
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
thereon.
Philip W. Ooolidge ~
265 Mooreland Avenue 30 Arlington Street
Carlisle PA 17013 Winchester MA 01890
I.}ATH IbF PERS~blNAL REPRSENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~;
before me this day of
n,n March, 2004 ~, .... '~'?'~?~'~t -'
............ ~1 t, ~l%-~,, Register
No. 21-04-301
Estate of Eleanor U. Coolidge , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~r~G. , 20 t9 qt. , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated._. Dec. 8, 2003
described therein be admitted to probate and filed of record as the last will of
Eleanor U. Coolidge
and Letters Testamentary
are hereby granted to Thomas E. Coolidge and Philip W. Coolidge
· Register of Wills ~~
FEES
Probate, Letters, Etc. $ ~(, 57 a'o Robert M. Frey #06274
Short Certificates~-') $ lg, aZ> ATTORNEY (Sup. Ct. I.D. No.)
~n ~'~o,~ O $ ~, O~ 5 South Hanover Street
~c 0 ~ $ l ~ ~ Carlisle, Pennsylvania 17013
Total $ gq ~, 00 ADD,SS
Filed.~ .~. ¢~.~..~ ..... (717) 243-5838
~
,~.;
REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS
Robert M. Frey and Herbert E. Myers, M.D.
(each) a subscnb~ng w~tness to the w~ll presented herewith, (each) being duly
quahfled according to law, depose(s) and say(s) that they were present and saw
Eleanor V Coohdge, the testatnx s~gn the same and that each of them s~gned as
a w~tness at the request of testatnx ~n her presence and 0n the presence of each
other) (m the presence of the other subscnb~ng w~tnesse(s))
Sworn to or affirmed and subscribed before~_..~...,~,~
me th~s.~R/~ d~y of March, 2004 (Name) -
Reg,ste~ (Address) ~.~ ,/o,~z_ / 70[3
(Name) v
v (Addi'ess)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NONSUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly quahfled according to law,
depose(s) and say(s) that they are famd~ar w~th the s~gnature of
(one of the subscnb~ng w~tnesses to) the wdl presented
herewith and that each believes the s~gnature on the w~ll ~s ~n the handwriting of
to the best of our knowledge and belief
Sworn to or affirmed and subscribed before
(Name)
me th~s day of ,2003
(Address)
Register (Name)
(Name)
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar The original certificate will be forwarded t,o the State Vital Records Office for permanent filing
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Local Registrar
P 10160037 IlAR 200 .
No Date
~.~ CERTIFICATE OF DEATH
~ 75 m : ~ ~ug.13 1928 ~rlisle,PA ....
,,~ Pha~cy Technician I .... Hosp%tal I:,
,~210 Big Spring Rd.Ne~ille,PAl~ ,~C~rland
~ ~l[~e ~ ~. 265 M~reland Ave., ~rl[sle, Pa 17013
~.~,~_.~,~. ~. ~rch 25t 2~ [.~Yorkt~e ~sket Co. /,,~ York, Pa 17~
ELEANOR U. COOLIDGE
'0~ i'I~R 29 ~11:47
I, ELEANOR U. COOLIDGE, widow, formerly of 365 Walnut Street in the Borough of
C~hsle, and now of ~reen R~dge Vdlage m West Pennsbor~3~shm ~oth~
County, Pennsylvama, being of sound and d~sposmg m~nd, me~lunder~tand~g, do hereby
make, pubhsh and declare th~s as and for my Last Wdl and Testament, hereby revoking and making
vmd any and all Walls by me at any t~me heretofore made
1 I d~rect my hereinafter named Executor or ~xecutors to pay all of my just debts and
funeral expenses as soon after my death as may be found convement to do so
2 All of the furmture and household goods and furmshmgs of mine whmh were previously
located m my home at 365 Walnut Street m Carhsle, have e~ther been g~ven by me to the persons I
w~sh to have them or ~e being sold by my atto~eyqn-fact, Thomas ~ Coohdge, at whmh all three
of my chddren ~e authorized to b~d for the same m accordance w~th arrangements I have agreed to
w~th my attorney-m-fact
3 All of the rest, residue and remainder of my estate, real, personal and m~xed, and
wheresoever the same may be s~tuate, I g~ve, demse, and bequeath to my hereinafter named Trustees,
~n t~st, to receive and to ~nvest the same, w~th a vmw to selecting such ~nvestments which wdl tend
to preserve the purchasing power of the corpus consmtent w~th prudent management and such that
the corpus as a whole wall y~eld a reasonable annual income consistent w~th then prevadmg
~nvestment condmons, to be d~v~ded ~nto two equal sh~es as follows
a) One (1) shoe for ~e benefit of my son, Ph~hp W Coohdge, the
income from which shall be prod to h~m sem~-annually untd h~s oldest child
shall attmn 18 years of age, at which t~me the Trust shall be d~wded ~nto
equal sh~es for each of h~s then hying chddren and the income from all of
such sh~es shall continue to be prod to h~m so long as he shall hve, except
that from the pnnc~pal of the shoe of any such chdd of h~s ~e Trustees or
surwv~ng Trustee may expend from pnnc~pal whatever amount or amounts
the Trustees or Trustee shall deem reasonable or desirable to be expended
for the proper educatmn of such chdd of Phd~p W Coohdge, provided the
then hvmg p~ents of such chdd shall request and approve such d~s~but~on
from pnnc~pal, and upon the death of my son, Phd~p W Coohdge, the
Trust shall terminate and the amounts then held for the benefit of each of
h~s chd&en shall be prod as follows The income shall be prod sem~-
annually to the person entitled to the principal thereof and one-third (1/3) of
the principal thereof as then constituted shall be prod to the income
beneflc~y upon that beneflc~ attmmng 25 ye~s of age, and upon that
beneficiary attmmng 30 years of age one-half (1/2) of ~e corpus of that
beneflcia~'s shoe as then constituted shall be prod to that beneficiary, and
upon the beneflc~y attaining 35 years of age the balance of the corpus of
that beneflc~a~'s shoe shall be d~stnbuted but m the event any chdd of
Phd~p W Coohdge for whom an allocatmn of principal has been made
should become deceased then the shoe to which such deceased chdd would
have been entitled to receive shall be ~mmedmtely prod to or for the benefit
of the ~ssue of that chdd, per st~es, and ~f there be no such ~ssue then to
the representative of ~e estate of that chdd for d~stnbut~on m accordance
w~th that chdd's wall, ~f any, otherwise to the person or persons entitled to
receive the same under the intestate law of the junsd~ctmn m whmh that
person was dom~cded at the t~me of h~s or her death
b) One (1) share for the benefit of my son, Thomas E Coohdge, the
~ncome from which shall be prod to h~m sem~-annually untd h~s oldest chdd
shall attmn 18 years of age, at which time the Trust shall be d~v~ded into
equal sh~es for each of h~s then hwng chddren and the ~ncome from all of
such shares shall continue to be prod to h~m so long as he shall hve, except
that from the pnnc~pal of the share of any such chdd of h~s the Trust6es or
surviving Trustee may expend from pnnc~pal whatever amount or amounts
the Trustees or Trustee shall deem reasonable or desirable to be expended
for ~e proper education of such child of Thomas E Coohdge, provided the
then hwng parents of such chdd shall request and approve such dmtnbut~on
from principal, and upon the death of my son, Thomas E Coohdge, the
Page I of 4 Pages
Trust shall terminate and the hmounts then held for the benefit of each of
his children shall be paid as follows' The income shall be paid sem~-
annually to the person entitled to the principal thereof and one-third (1/3) of
the principal thereof as then constituted shall be paid to the income
beneficiary upon that beneficiary attaining 25 years of age, and upon that
beneficiary attaining 30 years of age one-half (1/2) of the corpus of that
beneficiary's share as then constituted shall be paid to that beneficiary, and
upon the benefimmy attaining 35 years of age the balance of the corpus of
that beneficlary's share shall be distributed but in the event any child of
Thomas E Coohdge for whom an allocation of principal has been made
should become deceased then the share to which such deceased child would
have been entitled to receive shall be immediately paid to or for the benefit
of the issue of that child, per stirpes, and if there be no such issue then to
the representative of the estate of that child for distribution in accordance
with that child's will, if any, otherwise to the person or persons entitled to
receive the same under the intestate law of the jurisdiction in which that
person was domiciled at the time of his or her death
c) No provision has been made in this Will for my daughter Julia E Stolz,
not because of any absence of motherly love by me for her, but because I
am satisfied that she has adequate resources to maintain a comfortable
standard of living by virtue of being a beneficiary of a trust created by her
father, and by the income earned by her husband and her
d) No title in the trusts hereby created, or m the income accruing
therefrom, or in its accumulation, or m any share or shares thereof into
which it may from time to time be divided, shall vest in any beneficiary and
no beneficiary shall have the right or power to transfer, sign, anticipate, or
encumber his or her interest in said Trust, or the ~ncome therefrom, prior to
the actual distribution thereof by the Trustees or Trustee to such
beneficiary Further, nmther the income nor the pnncipal of said Trust shall
be liable in any manner, in the possession of the Trustee, for the debts,
contracts, or engagements of any of the beneficiaries
4 I d~rect my Executor or Executors to pay out of the property which would otherwise
become a part of the residuary trust, hereinabove estabhshed, all estate, inheritance, transfer and
succession taxes, including interest and penalties thereon, which may be lawfully assessed by
reason of my death I hereby waive on behalf of my estate any right to recover any part of such
taxes, interest or penalties from any person, including any beneficiary of insurance on my life and
anyone who may have received from me or from my estate any property which ~s taxable as a part
of my estate
5 In addition to the powers conferred by law, my Executor or Executors and my Trustees,
and their successors, are empowered
a To invest any part of the trust corpus ~n such securities, Investments, or other
property as may be deemed advisable and proper, ~rrespectlve of whether the same are
authorized for the investment of trust funds under the laws of any governing jurisdiction
b With respect to any corporation, the stocks, bonds, or other securities of which
may be held, to vote in person or by proxy on any shares of stock, to consent to the merger,
consolidation or reorganization of such corporations, to consent to the leasing, mortgaging,
or sale of the property of any such corporations, to make any surrender, exchange or
substitution of such stocks, bonds, or other secunUes as an incident to the merger,
consolidation or reorganization of such corporations, to pay all assessments, subscnpuon8
and other sums of money which may be deemed wise and expedient for the protection and
mmnte~nance of the proportionate interest of the ~nvestment in such corporations, to exercise
any option or privilege which may be conferred upon the holders of such stocks, bonds, or
other securities of such corporations either for the conversion of the same into other
secuntles or for the purchase of additional secunUes, and to make any and all necessary
payments which may be required in connection therewith, and generally to have and
exercise as to all such stocks, bonds, and other secunUes, the powers of an individual owner
who is not under trust obligation
c To hold the trust corpus in one or more consolidated funds in which separate
shares shall have undivided interests
Page 2 of 4 Pages
d To sell at pubhc or private sale for cash or upon credit, or partly for cash and
partly on credtt, and upon such terms and condtt~ons as shall be deemed proper, any part or
parts of the trust estate, and no purchaser at any such sale shall be bound to tnqmm mto the
expediency or propriety of any such sale or to see to the apphcat~on of the purchase money
arising therefrom
e To keep on hand and uninvested such moneys as may be deemed proper and for
such period as may be found expedtent
f To compromise, settle, or arbitrate any clmm or demand ~n favor of or agatnst the
trust estate
g And authorized m the d~scharge of fiductary duties, to employ counsel and to
determine and to pay such counsel reasonable compensatton which shall be charged against
the pnnctpal or ~ncome of the trust fund, and shall further be entttled to charge against the
pnnmpal or income such other reasonable expenses and charges as may be necessary and
proper to ~ncur for the proper dtscharge of fiduciary duttes and for the proper management
and admtmstrat~on of the trust estate
h In maktng any d~ms~on of property ~nto shares for the purpose of any d~stnbutmn
thereof dtrected by the provisions of the trust, to make such d~vts~on or d~stnbutton, e~ther tn
cash or ~n ktnd, or partly m cash and partly tn kind, as shall be deemed most expedtent, and
tn making any dtv~s~on or dtstr~bunon tn k~nd may allot any specific security or property or
any undtvtded ~nterest therexn to any one or more of such shares, and to that end may
apprmse any or all of the property so to be allotted and the judgment as to the propriety of
such allotment and as to the relattve value for purposes of dtstnbutton of the secunttes or
property so allotted shall be final and conclusive upon all persons ~nterested ~n the trust or
tn the thVtSlOn or dtstnbutlon thereof
~ Authorized to register any shams of stock or other assets of any trust tn their own
names or in the name of a nominee
j To mtmn and ~nvest tn shares of stock of my Trustee
k To retmn any ~nvestments ~ncludlng mutual funds whtch I may own at the time
of my death and ~n adthtlon to tnvest any part of the Trust corpus ~n such mutual fund or
mutual funds as may be deemed advisable or proper, irrespective of whether the same are
authorized for the ~nvestment of trust funds under the laws of any govermng jurisdiction
I To determtne from ttme to time whether all or some portion of mahzed capital
gains shall be treated as ordinary ~ncome for dmtnbut~on to a beneficiary or treated as
prmc~pal to he retmned as part of the corpus, and such destgnat~on need not be consistent
from one year to another
6 I hereby nomtnate, constttute and appoint my sons who are PHILIP W COOLIDGE,
THOMAS E COOLIDGE as Trustees of the Trusts hem~nabove created, but should both of them
cease serwng as Trustees, then I nominate, constitute and appoint Manufacturers and T~aders T~ust
Company and ~ts successors, One West H~gh Street, Carhsle, Pennsylvama 17013 as alternate or
successor Trustee, prowded that ~t shall accept such appointment and agree that compensation for
tts sermces shall not exceed one-half of one percent of the value of the corpus as ~ts annual
compensation, and that it shall receive no other compensation for its services, otherwise the
successor Trustee instead of Manufacturers and Traders Trust Company shall be as nomtnated by
the Trustee or T~ustees destrmg to cease serving as such or by the beneficiaries of the Trust, in
rather case w~th the approval of the Orphans' Court D~v~s~on of the Cumberland County Court of
Common Pleas
7 I hereby nominate, constitute and appotnt my sons who are PHILIP W COOLIDGE,
THOMAS E COOLIDGE as Executors of thts my Last Wall and Testament, but should both of
them fatl to quahfy or cease servtng as such, then m such event I nominate, constitute and appoint
Manufacturers and Traders Trust Company and ~ts successors, One West H~gh Street, Carhsle,
Pennsylvama, 17013 as alternate or successor Executor, I further dtmct that none of them shall be
reqmred to post any bond to secure the fatthful performance of his, her, or tts duties tn the
Commonwealth of Pennsylvama, or ~n any other junsdtctton
Page 3 of 4 Pages
IN WITNESS WHEREOF, I have hereunto set my hand and seal to th~s m_..y L_as} Wdl and
Testament wntt.en on four (4) pages, th~s ~.~i day of lS::L~e_..~.~.tdd~'~, 2003
(SEAL)
Eleanor U Coohdge
Stgned, sealed, pubhshed and declared by ELEANOR U COOLIDGE, the Testat~tx above-
named, as and for her Last Will and Testament, ~n our presence, who, ~n her presence, at her request,
and ~n the presence of each other, have hereunto subscribed our names as attesting w~tnesses
Page 4 of 4 Pages
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Eleanor U. Coolidge
Date of Death: March 24, 2004
Will No. Admin. No. 21-04-0301
To the Register:
I certify that notice of (beneficial Interest) estate administration 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: June 15, 2004.
Name Address
Philip W. Coolidge 30 Arlington St., Winchester, MA 01890
Thomas E. Coolidge 265 Mooreland Drive, Carlisle, PA 17013
Julia Coolidge-Stolz 2 Gillis Dr., N. Reading, MA 01864
Notice has now been given to all persons entitled thereto under Rule 5.6)a) except
NO EXCEPTIONS
Date: 6/15/04 ~~.~_~ ~
Signature
Name: Robert G. Frey
Address: 5 South Hanover Street
..Carlisle, Pennsylvania 1701.~
Capacity: Personal Representative
X Counsel for Personal Representative
IN RE: ELEANOR U. ' IN THE COURT OF COMMON PLEAS OF
COOLIDGE, · CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED · ORPHANS' COURT DIVISION
NO. 21-03-936 /
JURY TRIAL DEMANDED
PRAECIPE
TO THE CLERK OF THE ORPHANS' COURT:
Please file the attached Affidavit of Robert G. Frey, Esquire, of record in
this matter.
SAIDIS, SHUFF, FLOWER & LINDSAY
Attorneys for Respondents
Date: I I~t ~ '-~ 'f- ~ /James D. Flower, Jr., EsqLgr~'
"-/Attorney ID #27742
26 West High Street
Carlisle, PA 17013
Phone: 717-243-6222
-. Fax: 717-243-6486
SAID1S ..
SHUFF, FLOWER -
& LINDSAY
26 W. High S~reet
Carlisle, PA --
AFFIDAVIT
The undersigned does hereby certify as follows:
1. I am an attorney licensed to practice in the Commonwealth of
Pennsylvania, since December, 1986. Since admission to the Bar, I have practiced law
at 5 South Hanover Street, Carlisle, Pennsylvania, at the law office formerly known as
the Law Office of Robert M. Frey, and now known as Frey and Titey Law Offices.
2. I am a partner in the law firm of Frey and Tiley.
3. Since the summer of 1989, our office represented Warren F. Coolidge and
Eleanor U. Coolidge in various matters, primarily related to estate planning.
4. On or about October 25, 1991, Mr. and Mrs. Coolidge executed
substantially similar Wills, which Wills left the residue of the estate in Trust, the income
to be paid to the surviving spouse during the spouse's lifetime, and on death, the Trust
was to be divided into three equal shares, one share for each of the Coolidge's children,
the shares to be held in Trust distributing income to the Coolidge's children until such
time as each child's oldest child attained 18 years of age. At such time, the income
interest of the Coolidge's child would terminate in favor of his or her children.
5. On several occasions both Mr. and Mrs. Coolidge executed new Wills
making certain changes in their testamentary plan since the Wills of 1991. Eleanor U.
Coolidge also executed new Wills making certain changes in her testamentary plan
subsequent to the death of her husband. None of the subsequently executed Wills
provided for any of three (3) children to receive a share of the residue of the estate
outright.
I do hereby swear that the information contained in this Affidavit is true and
correct to the best of my knowledge based on personal recollection and based on my
review of our office files pertaining to Warren F. Coolidge and Eleanor lJ. Coolidge.
Re'bert G. Frey ~
Sworn and subscribed before me on the .<~%-/-~-day of October, 2004.
Notary public
TRISHA A LIESS, NOTARY PUBLIC
BOROUGH OF CARLISLE, CUMBERLAND CO., P
LAW OFFICES
SAIDIS, SH[JFF~ FLOWER & LINDSAY
26 W. HIGH STREET 2109 MARKET STREET
CARLISLE, PA 17013 . CAMP HILL, PA 17011
PHONE (717) 243-6222 PHONE (717) 737-3405
IN RE: ELEANOR U. · IN THE COURT OF COMMON PLEAS OF
COOLIDGE, · CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED - ORPHANS' COURT DIVISION
·
NO. 21-03-936 [~0~
JURY TRIAL DEMANDED
PRAECIPE
TO THE CLERK OF THE ORPHANS' COURT:
Please file the attached Affidavit of Robert G Frey, Esquire, of record in
this matter.
SAIDIS, SHUFF, FLOWER & LINDSAY
Attorneys for Respondents
~./// 3ames Bi Flowe~, Jr., Esq~
Attorney ID #27742
26 West High Street
Carlisle, PA 17013
Phone: 717-243-6222
Fax: 717-243-6486
SAIDIS
SHUFF, FLOWER
& LINDSAY
26 W. High Street ......
Carlisle, PA
IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF
ELEANOR U. COOLIDGE, CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
NO. 21-09-936
ORPHANS' COURT DIVISIION
AFFIDAVIT
I, Robert G. Frey, hereby certify that attached hereto is a true and correct copy of the
Federal Estate Tax Return that I filed as attorney for the Executors of the Estate of Eleanor U.
Coolidge on November 5, 2004 by mailing the same by first class mail to the Internal Revenue
Service. Attached also is a true and correct copy of the certificate of mailing.
1 further certify that the return was prepared by me based on financial statements
provided to me by the Executors and based on my review of the financial accounts of Eleanor U.
Coolidge. Based on my review of these financial records, I certify that the return is a true and
correct statement of the assets of the Estate of Eleanor U. Coolidge to the best of my knowledge.
Robert G. Frey, Esquire
1. D. No. 46397
5 South Hanover Street
Carlisle, PA 17013
Sworn and subscribed before me on the lffh day of November, 2004.
Notary l~ublic
IN RE: ELEANOR U. : IN THE COURT OF COMMON PLEAS OF
COOLIDGE, Deceased : CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-03-936
IN RE: RESPONDENTS' MOTION FOR
SUMMARY JUDGMENT
BEFORE HOFFER, P.J., and OLER, j.1
ORDER OF COURT
AND NOW, this 12th day of November, 2004, upon consideration of Respondents'
Motion for Summary Judgment, and of the briefs submitted by counsel for Petitioner and
counsel for Respondents,2 the motion for summary judgment is denied.
THIS CASE is consolidated with the case at No. 21-04-301 Orphans' Court
(Estate of Eleanor U. Coolidge).
BY THE COURT
J./Wesley Oler, Jr.,
R. Mark Thomas, Esq. N
101 S. Market Street ~li
Mechanicsburg, PA 17055
Attorney for Petitioner ~,~
JuliaCoolidge-Stolz /~[~/Itl([~ T6
i Guido, J., did not participate in the consideration or disposition of this case.
2 This matter was on the oral argument list for November 10, 2004. It was submitted on briefs.
James D. Flower, Jr., Esq.
Saidis, Shuff, Flower & Lindsay~
26 West High Street
Carlisle, PA 17013
Attorney for Respondents
Thomas E. Coolidge and
Philip W. Coolidge
Robert M. Frey, Esq. ~
5 South Hanover Street /
A~omey for the Estate
of Eleanor U. Coolidge
:rc
ROBERT M FREY
5 S HANOVER ST
CARLISLE
COKHONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
BUREAU OF INDIVIQUAL TAXES
INlERITANCE TAX DIVISION
PO BOX ZB06Dl
HARRISBURG PA 11128-0601
REV-483 EX AFP (03-05)
05-30-Z005
COOLIDGE
03-Z4-Z004
Zl 04-0301
CUMBERLAND
ZOl
ELEANOR
U
PA 17013
A.ount R..itt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper crBdi to your account, submit the upper portion of this for. with your tax payment.
CUT ALONG THIS LINE _~ RETAIN LOWER PORTION FOR YOUR FILES ~
nV':'Ar-a.A'lW11'~:'lI!J.....j(il"AtJYfer"d".Wtm!mrr!tJ'N'.lRll'.lm!!lm,..............................
OF PENNSYL'ANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN 1(1(
ESTATE OF COOLIDGE
ELEANOR U FILE NO.2l 04-0301
ESTATE TAX DETERMINATION
ACN 201
DATE 05-30-2005
1. Credit For State Deatt Taxes as Verified
.00
2. Pennsylvania Inheritarce Tax Assessed
(Excluding Discount ard/or Interest)
.00
3. Inheritance Tax Asses!ed by Other States
or Territories of the United States
(Excluding Discount a d/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate T x Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
c' ,
; '~
, ,
I
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE !IF TOTAL QUE IS LESS THAN $1, NO PAYHENT IS RElIUIRED
FDR CALCULATIDH OF AQDITIDHAL INTEREST. IF TOTAL QUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FDR INSTRUCTIDHS.1 <O_~
~......
BUREAU OF INDIVIDUAL TAxeS('(~" ,i j
INHERITANCE TAX DIVISION ..._,__
PO BOX 280601
HARRISBURG PA 17128-0601
~, ;-.,-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
',NOTICE OF DETERMINATION AND
' ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
REY-1UEXlFPU2_Ml
, ~ f" '> ?f:'
JU',i,-1J 'd ~',-~
06-07-2005
COOLIDGE
03-24-2004
21 04-0301
CUMBERLAND
202
ELEANOR U
CLEr" 'Y
fir-\ lit""
ORc-.i ,~~ '1'(' rnl lOT,
.. i--' r'~,;';'J \ \...) ", ,.,' '...,"', il "
ROBERT M FREY('! I'i': _,'0
5 S HANOVER sr~I.,
CARLISLE
Mount Renltt.d
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, su~it the upper portion of this for. with your tax pay.ant.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
RE-y=73rEir-AFP--m:-ozi-----iii-Ncific'E--oF--IiET'E-R'iiINAficiN-AND-ASSESSMENT------------------------ ----
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF COOLIDGE
ELEANOR
U FILE NO.21 04-0301
ACN 202
DATE 06-07-2005
ESTATE TAX DETERMZNATZON
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of tha United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessad
.00
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE ~
-~~-
DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I ., ~
IN RE: ELEANOR
lJ. COOLIDGE
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYL VANIA
: ORPHANS' COURT DIVISION
. ./
: NO. 21-03-936 and
Julia Elizabeth Coolidge-Stolz,
Petitioner
v.
: NO. 21-04-301
Thomas Edward Coolidge and
Philip Warren Coolidge,
Respondents
: CONSOLIDATED
NOTICE OF APPEAL
Notice is hereby given that Julia Elizabeth Coolidge-Stolz, Petitioner above named,
hereby appeals to the Superior Court of Pennsylvania from the Decree Nisi entered on the 19th
day of May. 2005. This Decree Nisi has been entered in the docket as evidenced by the attached
copy orlhe docket entry.
~~
R. Mark Thomas, Esquire
Attorney for Petitioner
10#41301
10] S. Market Street
Mechanicsburg, PA 17055
(7]7) 796-2100
C-)
C'')
\..-
!"......."
vA
CERTIFICATE OF SERVICE
I. R. Mark Thomas. Esquire. hereby certify that I am this day servmg a copy of the
1oregoing document upon the persons and in the manner indicated below, which service satisfies the
requirements of the Pennsylvania Rules of Civil Procedure, by hand-delivering a copy of same to:
.James D. Flower, Jr., Esq.
A ttorney for Respondents
26 West High Street
Carlisle, PA 17013
Robert M. Frey, Esq.
Attorney for the Estate of Eleanor U. Coolidge
5 South Hanover Street
Carlisle. PA 17013
The Honorable J. Wesley Oler, Jr.
Cumberland County Courthouse
Carlisle.PA 17013
Michele A. Eline
Court Reporter
Cumberland County Courthouse
Carlisle. P A 17013
~b~
R. Mark Thomas, Esquire
101 S. Market St.
Mechanicsburg, P A 17055
Date: June
.2005
Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
Ma~orie A. Wevodau
First Deputy
Kirk S. Sohonage. Esquire
Solicitor
One Courthouse Square
Carlisle. Pa. 17013
(717) 240-6345
FAX (717) 240-7797
OFFICES OF
l\tgisttr of miUs aub QCltrk of tfJt l!f)rpbans' QCourt
I!:ountp of I!:umberlanb
June 20, 2005
Prothonotary
Superior Court of Pennsylvania
100 Pine Street
Suite 400
Harrisburg PAl 71 0 1
Dear Sir:
Enclosed you will find a Notice of Appeal and Certificate of Service on the following
case:
Estate of Eleanor U. Coolidge
Docket No. 21-03-0936 & 21-04-0301
This notice was filed with the Clerk of Orphans' Court on June 17,2005.
Respectfully,
~~1k4~JZ
Glenda Farner Strasbaugh 6
Clerk of the Orphans' Court
Enc: Notice of Appeal
Certificate of Service
Docket Entries
Check for Docketing fee
COMMONWEALTH OF PENNSYLVANIA
David A. Szewczak, Esq.
Prothonotary
Patricia A. Whittaker
Deputy Prothonotary
Superior Court of Pennsylvania
Middle District
June 22, 2005
100 Pine Street. Suite 400
Harrisbure:. PA 17101
717-772-1294
\Vww.~upcrior.court.statc, pa.us
Ms. Mary C. Lewis
Register of Wills & Orphans' Court Clerk
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: 1016 MDA 2005
In Re: Eleanor U. Coolidge
Julia Elizabeth Coolidge-Stolz, Appellant
v.
Thomas Edward and Philip Warren Coolidge
Dear Ms. Lewis:
Enclosed please find a copy of the docket for the above appeal that was recently filed in the
Superior Court. Kindly review the information on this docket and notify this office in writing if
you believe any corrections are required.
Appellant's counsel is also being sent a Docketing Statement, pursuant to Pa.RAP. 3517,
for completion and filing. Please note that Superior Court Dockets are available on the Internet
at the Web site address printed at the top of this page. Thank you.
Very truly yours,
David A. Szewczak
Prothonotary
,
(
KRC
"'1
--.J
11:39A.M.
Appeal Docket Sheet
Docket Number: 1016 MDA 2005
Page 1 of 3
June 22, 2005
Superior Court of Pennsylvania
-
In Re: Eleanor U. Coolidge
Julia Elizabeth Coolidge-Stolz, Appellant
v.
Thomas Edward and Philip Warren Coolidge
Initiating Document: Notice of Appeal
Case Status: Active
Case Processing Status: June 22, 2005
Journal Number:
Case Category: Orphans' Court
Consolidated Docket Nos.:
Awaiting Original Record
CaseType:
Related Docket Nos.:
Next Event Type: Receive Docketing Statement
Next Event Type: Original Record Received
SCHEDULED EVENT
Next Event Due Date: July 6, 2005
Next Event Due Date: August 1, 2005
6/22/2005
3023
--J
11:39A.M.
Appeal Docket Sheet
Docket Number: 1016 MDA 2005
PaQe 2 of 3
June 22, 2005
Superior Court of Pennsylvania
'*
Appellant
Pro Se:
I FP Status:
Appellee
Pro Se:
IFP Status:
Appellee
Pro Se:
IFP Status:
COUNSEL INFORMATION
Coolidge-Stolz, Julia Elizabeth
Appoint Counsel Status:
No
Appellant Attorney Information:
Attorney: Thomas, R. Mark
Bar No.: 41301 law Firm:
Address: 101 S Market St
Mechanicsburg, PA 17055-3851
Phone No.: (717)796-2100 Fax No.: (717)796-3600
Receive Mail: Yes
E-Mail Address:
Receive E-Mail: No
Coolidge, Thomas Edward and Philip Warren
Appoint Counsel Status:
Appellee Attorney Information:
Attorney: Flower, James D.
Bar No.: 27742 law Firm:
Address: Saidis, Shuff, Flower & Lindsay
26 West High Street
Carlisle, PA 17013
Phone No.: (717)243-6222 Fax No.:
Receive Mail: Yes
E-Mail Address:
Receive E-Mail: No
In Re: Eleanor U. Coolidge
Appoint Counsel Status:
No
Appellee Attorney Information:
Attorney: Frey, Robert M.
Bar No.: 6274 law Firm: Frey & Tiley
Address: 5 S Hanover Street
Carlisle, PA 17013
Phone No.: (717)243-5838 Fax No.: (717)245-6441
Receive Mail: Yes
E-Mail Address:
Receive E-Mail: No
:1
_J
FEE INFORMATION
Fee Date
6/22/05
6/22/2005
Fee Name
Notice of Appeal
Fee Amt
60.00
Paid
Amount
60.00
Receipt Number
2005SPRMD000518
3023
11:39A.M.
Appeal Docket Sheet
Docket Number: 1016 MDA 2005
Page 3 of3
June 22, 2005
Superior Court of Pennsylvania
-
TRIAL COURT/AGENCY INFORMATION
Court Below: Cumberland County Court of Common Pleas
County: Cumberland
Date of Order Appealed From: May 19, 2005
Date Documents Received: June 21,2005
Order Type: Decree
Division: Orphans' Court
Judicial District: 9
Date Notice of Appeal Filed: June 17, 2005
OTN:
Judge:
Oler, Jr., J. Wesley
Judge
Lower Court Docket No.: 21-03-936
21-04-301
ORIGINAL RECORD CONTENTS
Original Record Item
Filed Date
Content/Description
Date of Remand of Record:
BRIEFS
Filed Date
DOCKET ENTRIES
Docket EntryfDocument Name Party Type
Notice of Appeal Filed
Filed By
June 22, 2005
Appellant
Coolidge-Stolz, Julia Elizabeth
June 22, 2005
Docketing Statement Exited (Civil)
Middle District Filing Office
6/22/2005
3023
.,"0,
. .
: .
~ ~
Register of Wills of Cumberland County
TO: Prothonotary
Superior Court of Pennsylvania
100 Pine Street
Suite 400
HarrisburgPA 17101
Date: June 20, 2005
Estate of Eleanor U. Coolidge
c
Docket No. 21-03-0936 & 21-04-0301
Please acknowledge receipt of the above Notice of Appeal by signing and returning this
form.
proth;n4.-....4.~
Superior Court of Pennsylvania
lOll{) ~2J)cf)
Superior Court Docket Number
Date Received
Received in Superior Court
JUN 2 1 20UJ
MIDDLE
IN RE:
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYL VANIA
: ORPHANS' COURT DIVISION
: NO. 21-03-936 ..C( PO. ~/~DY-.301
ELEANOR LJ. COOLIDGE
ST A TEMENT OF MATTERS COMPLAINED OF ON APPEAL
AND NOW. comes the Petitioner. Julia Elizabeth Coolidge-Stolz, M.D., by and through
her counsel. R. Mark Thomas, Esquire, and pursuant to this court's order of June 20, 2005, files
a Concise Statement of Matters Complained of on Appeal:
ISSUES RAISED ON APPEAL
1. It was an abuse of discretion for the trial court to deny Petitioner's request for a
trial by jury under 20 Pa.C.S. * 777(c).
2. The court erred in finding that a confidential relationship did not exist between
the.decedent and her son. Respondent Thomas E. Coolidge. Such a finding is not supported by
the evidence.
3. The court erred in finding that the respondents did not receive a substantial
benetit under the Will dated December 8. 2003. Such a finding is not supported by the evidence.
4. The court erred in its finding that the decedent did not suffer from a weakened
intellect for a significant period of time prior to and/or on the date of execution of the Will dated
Decembcr 8. 2003. Such a finding is not supported by the evidence.
5. The court's characterization of Petitioner's "unmeritorious" attempt to have a
guardian appointed for her mother reveals bias of judge against Petitioner in light of fact that
only a few minutcs of testimony were presented and Petitioner was not afforded opportunity to
testify.
\/1---
6. The court's finding that Petitioner's relationship with the decedent was less than
harmonious is not supported by the evidence.
7. In light of all of the testimony and documentary evidence submitted, it was an
abuse of discretion for the court to find that Petitioner, Petitioner's witnesses and Petitioner's
documcntary evidence were not credible. Although the court makes no credibility holdings in its
Adjudication and Decree, such a judgment of the lack of credibility of Petitioner's case must be
inferred from the tenor of the Adjudication and Decree.
WHEREFORE, Petitioner intends to raise these Issues 111 her appeal of the court's
Adjudication and Decree.
Respectfully submitted,
xWJ~
R. Mark Thomas, Esquire
10# 41301
101 S. Market Street
Mechanicsburg, PA 17055
(717) 796-2] 00
.
CERTIFICATE OF SERVICE
L R. Mark Thomas, Esquire, hereby certify that I have served a true and correct
copy of the within document on the following by depositing a true and correct copy of the same
in the U.S. Mail at Mechanicsburg, Pennsylvania, First Class Postage pre-paid, which service
satislies the requirements of the Pennsylvania Rules of Civil Procedure, addressed to:
James D. Flower, Jr., Esq.
Attorney for Respondents
26 West High Street
Carlisle, PA 17013
Robert M. Frey, Esq.
Attorney for the Estate of Eleanor U. Coolidge
5 South Hanover Street
Carlisle, PA 17013
~J~
R. Mark Thomas, Esquire
101 S. Market St.
Mechanicsburg, P A 17055
717-796-2100
Dale: July 5.2005
pCr{':?""fTl (r;~::r (\r.
,1_-/-.-,--,._".- '__'" ",",_ __I
IN RE: ELEANOR U.
COOLIDGE
IN THE COURT OF COMMON PLEAS OF
: CUMBERLANDCOUNTY, PENNSYL V Ar9"I$\" 1:3 23 Pi i ": t, 8
: ORPHANS' COURT DIVISION
: NO. 21-04-301 CL~c<
C' -,
A,
\.
IN RE: ELEANOR U.
COOLIDGE
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-03-936
~
IN RE: OPINION PURSUANT TO PA. R.A.P. 1925
OLER, J., August 23, 2005.
In this Orphans' Court matter involving an appeal from probate, a will contestant
has appealed to the Pennsylvania Superior Court from a decree nisi that dismissed her
challenge to the will based upon undue influence.l The question of whether a decree nisi
is an appealable order,z and whether the issues raised on appeal have been waived due to
the contestant's failure to file timely exceptions to the decree nisV are beyond the scope
of this opinion.
The bases for the appeal have been expressed in a statement of matters complained
of on appeal as follows:
1. It was an abuse of discretion for the trial court to deny Petitioner's
request for a trial by jury under 20 Pa.C.S. S 777( c).
2. The court erred in finding that a confidential relationship did not
exist between the decedent and her son, Respondent Thomas E. Coolidge.
Such a finding is not supported by the evidence.
3. The court erred in finding that the respondents did not receive a
substantial benefit under the Will dated December 8, 2003. Such a finding
is not supported by the evidence.
4. The court erred in its finding that the decedent did not suffer from a
weakened intellect for a significant period of time prior to and/or on the
I Notice of Appeal, filed June 17,2005.
2 See Pa. O.c.R. 7.1, Pa. R.A.P. 341, Pa. R.C.P. 227.1, 1038; see also In re Contest of Election of
November 4, 2003,858 A.2d 143, 145 (Pa. Commw. 2004).
3 See Pa. O.C.R. 7.1; see also Chalkey v. Roush, 569 Pa. 462, 805 A.2d 491 (2002).
date of execution of the Will dated December 8, 2003. Such a finding is not
supported by the evidence.
5. The court's characterization of Petitioner's "unmeritorious" attempt
to have a guardian appointed for her mother reveals bias of judge against
Petitioner in light of fact that only a few minutes of testimony were
presented and Petitioner was not afforded opportunity to testify.
6. The court's finding that Petitioner's relationship with the decedent
was less than harmonious is not supported by the evidence.
7. In light of all the testimony and documentary evidence submitted, it
was an abuse of discretion for the court to find that Petitioner, Petitioner's
witnesses and Petitioner's documentary evidence were not credible.
Although the court makes no credibility holdings in its Adjudication and
Decree, such a judgment of the lack of credibility of Petitioner's case must
be inferred from the tenor of the Adjudication and Decree.4
The Decree Nisi from which the contestant has appealed to the Superior Court was
accompanied by an Adjudication containing Findings of Fact, Discussion, and
Conclusions of Law.5 The present opinion is written pursuant to Pennsylvania Rule of
Appellate Procedure 1925(a) to supplement the Adjudication in several areas addressed
by the statement of matters complained of on appeal.
STATEMENT OF FACTS
Three children were born of the marriage of Eleanor U. Coolidge and her husband,
who predeceased her: Thomas Edward Coolidge, Philip Warren Coolidge, and Julia
Elizabeth Coolidge-Stoltz.6 In November of 2003, when Eleanor U. Coolidge was 75,1
her daughter Julia Elizabeth Coolidge-Stoltz initiated an action at No. 21-03-936
Orphans' Court (Cumberland County) to have her declared incompetent on an emergency
basis.8
4 Statement of Matters Complained of on Appeal, filed July 5, 2005.
5 Adjudication and Decree Nisi, May 19,2005.
6 N.T. 4, Hearing, November 17,2003; NT 22, Hearing, March 24, 2005.
7 NT 129, Hearing, March 3, 2005; N.T. 38, Hearing, February 28, 2005.
8 Petition for Appointment of Emergency Guardian and Stay of Sch[ e Jduled Sale of Assets, filed
November 12,2003. The petition did not specifically indicate whether a guardian ofthe person, guardian
ofthe estate, or both was being requested. Id.
2
In response to the petition, the undersigned judge scheduled an emergency hearing
during a trial term9 to receive evidence on the issue of whether Eleanor U. Coolidge
should be adjudicated an incapacitated person on an emergency basis. to At the hearing,
the lucid and resolute testimony of Eleanor U. Coolidge was received and gave the court
absolutely no reason to believe that an emergency adjudication of incompetency would
be appropriate. I I She testified, inter alia, that she and her daughter had been estranged
"for a long time" 12 and that she did not want to be visited by her.13
When the time initially allotted for the hearing expired, the court, pursuant to an
agreement of counsel, issued an order directing that the record remain open and providing
for further evidence in the matter to be received by deposition.14 The suggestion in the
statement of matters complained of on appeal recited above that the court refused to
permit Julia Elizabeth Coolidge-Stoltz to present her own testimony for consideration is
not supported by the record and is not a fair characterization of the circumstances. 15
Notwithstanding the stipulated order leaving the record open, Petitioner Julia
Elizabeth Coolidge-Stoltz filed no depositions to support the petition for an emergency
guardianship, made no request that the record be declared closed or for any other action
by the court, and filed no petition for adjudication of incapacity on a non-emergency
basis. The petition being apparently no longer pursued, no order was entered
adjudicating Eleanor U. Coolidge incapacitated on an emergency basis, or otherwise.
Her daughter's attempt to have her declared incompetent infuriated Eleanor U.
Coolidge, and she announced almost immediately after her testimony that she intended to
9 See N.T. 13, November 17, 2003.
10 Order of Court, November 12, 2003.
II See N.T. 3-14, Hearing, November 17, 2003.
12 NT. 7, Hearing, November 17, 2003.
13 NT. 6-7, November 17,2003; see also NT. 57-58, 77-80, Hearing, March 3, 2005.
14 Order of Court, November 17,2003.
15 The present counsel for Julia Elizabeth Coolidge-Stoltz was not representing her at the time of the
hearing on the emergency guardianship petition. See Praecipe To With[d]raw Appearance, filed February
23,2004; Praecipe To Enter Appearance, filed February 23, 2004; N.T. 117, Hearing, March 3, 2005.
3
omit Julia Elizabeth Coolidge-Stoltz from her Will.16 Within three weeks she had carried
out this decision.17 In so doing, she utilized the services of her long-time attorney, Robert
M. Frey, Esq., former president of Dickinson Law School, who procured the attendance
of Herbert E. Myers, M.D., a psychiatrist, at the signing. IE
Following the death of Eleanor U. Coolidge on March 24, 2004, the Cumberland
County Register of Wills issued a decree admitting to probate the aforesaid will, at No.
21-04-301 Orphans' Court (Cumberland County).l9 An appeal from probate was filed by
Julia Elizabeth Coolidge-Stoltz on July 2, 2004.20 For some reason, this appeal from
probate was filed in the guardianship case at No. 21-03-936 Orphans' Court (Cumberland
County) rather than in the estate case. The court subsequently issued an order
consolidating the two dockets?l
The appeal from probate filed by Julia Elizabeth Coolidge-Stoltz sought a vacation
of the decree admitting the will to probate, alleging (a) that the testatrix had lacked
testamentary capacity at the time of the execution of the will and (b) that the will had
been procured by undue influence.22 The court was further asked to "direct that the
questions concerning the decedent's sound mind and the alleged undue influence be tried
by a jury. . . .,,23 The issue of lack of testamentary capacity was subsequently not
24
pursued by the contestant.
16 N.T. 117-118, Hearing, March 3, 2005; NT 78-79, Hearing, March 24, 2005; N.T. 94-95, Hearing,
February 28, 2005.
)7 See Last Will and Testament of Eleanor U. Coolidge, dated December 8, 2003.
18 N.T. 88-94, 134, 142, 145-148, Hearing, February 28,2005.
19 Decree of Probate and Grant of Letters Testamentary, issued March 29, 2004.
20 Notice of Appeal, filed July 2,2004.
21 Order of Court, November 12,2004.
" Petition for Citation, filed July 2, 2004.
23 Petition for Citation, filed July 2, 2004, at 5.
24 See Petitioner's Post Trial Brief, April 28, 2005; see also Respondents' Supplemental Brief, May 9,
2005.
4
The contestant's request for a jury trial was denied.25 Also denied was a motion
for summary judgment filed by proponents of the wil1.26 A hearing on the will contest
was held on February 28, 2005, March 3, 2005, and March 24, 2005. The record of this
hearing comprised 50 exhibits and 440 pages oftranscript.
Based upon the evidence presented at the hearing, the court, in its capacity as fact-
finder, made the following findings of fact:
1. Petitioner/Appellant is Julia Elizabeth Coolidge-Stolz, M.D., an adult
individual residing at 2 Gillis Drive, North Reading, Massachusetts.
2. Respondents are Thomas Edward Coolidge, an adult individual
residing at 265 Mooreland Avenue, Carlisle, Cumberland County,
Pennsylvania, and Philip Warren Coolidge, Esq., an adult individual having
a mailing address of 950 Walnut Bottom Road, P.O. Box 15243, Carlisle,
Cumberland County, Pennsylvania. '
3. Petitioner and Respondents are the only children of Eleanor U.
Coolidge, a resident of a facility known as Green Ridge Village, 210 Big
Spring Road, Newville, Cumberland County, Pennsylvania.
4. By virtue of an instrument dated December 20, 2002, Respondent
Thomas Edward Coolidge received a power of attorney from his mother,
Eleanor U. Coolidge.
5. The exercise of this power by Respondent Thomas Edward Coolidge
was consistent with the principal's best interests, and his general conduct
toward his mother was consistently representative of that of a loving and
devoted son.
6. Eleanor U. Coolidge died on March 24,2004, at the age of75.
7. The decedent died testate by virtue of a will executed on December 8,
2003, while she was a resident in the assisted living section of Green Ridge
Village.
8. Under the will, the decedent devised and bequeathed her estate in a
trust to be administered by her sons in two equal shares as follows: ...
9. The corpus of the trust will be about $1,240,000.00.
10. Under the will, the trustees were Respondents.
II. Under the will, the powers of the trustees were described as .,.
12. Under the will, the executors were Respondents.
25 Order of Court, July 30, 2004; Order of Court, September 30, 2004; Order of Court, October 12,2004.
26 Order of Court, November 12, 2004.
5
13. The will differed from the decedent's immediately prior will, dated
October 24, 2002, as modified by a codicil dated December 26, 2002, in
that (a) it eliminated a bequest oftwo lamps to Petitioner, (b) it eliminated a
gift to Petitioner and her child(ren) of an interest in the residuary trust
equivalent to the interest of Respondents and their children, and (c) it
eliminated a designation of Petitioner as co-trustee and co-executor.
(footnotes omitted).
14. The omission of Petitioner as a beneficiary under the will was
explicit:
No provision has been made in this Will for my daughter Julia E. Stolz,
not because of any absence of motherly love by me for her, but because I
am satisfied that she has adequate resources to maintain a comfortable
standard of living by virtue of being a beneficiary of a trust created by
her father, and by the income earned by her husband and her.
15. Although the relationship between the decedent and Petitioner had
been less than harmonious for years, the change in testamentary disposition
evidenced in the will sub judice was immediately precipitated by the
decedent's resentment at Petitioner's unmeritorious attempt to have her
declare incompetent in November of200327
16. This decision of the decedent to change her will was the product of
her independent will and was not directed, suggested, inspired or influenced
in any way by Respondent Thomas Edward Coolidge.
17. At the time of the execution of the will sub judice the decedent,
although not in ideal physical or mental health, did not suffer from a
weakened intellect of the type that rendered her confused, forgetful,
disoriented, or otherwise susceptible to pressure or influence from other
persons, including her children, and she was lucid and competent.
18. At the time of the execution of the will a confidential relationship
did not exist, nor had it existed, between the decedent and her son,
Respondent Thomas Edward Coolidge.
19. As a practical matter, the benefit to Respondent Thomas Edward
Coolidge from the revision of the will sub judice will be less than $6,000.00
28
per year.
With respect to the contentions in the contestant's statement of matters
complained of on appeal that (a) the evidence did not support a finding that a confidential
relationship did not exist between the decedent and her son, Thomas E. Coolidge, (b) the
27 The court refused to grant that petition, following a hearing at which the decedent, among others,
testified. See Order of Court, November 20, 2003.
28 Adjudication and Decree Nisi, May 19,2005.
6
evidence did not support a finding that respondents did not receive a substantial benefit
under the will dated December 8, 2003, (c) the evidence did not support a finding that the
decedent did not suffer from a weakened intellect, and (d) the evidence did not support a
finding that the contestant's relationship with the testatrix was less than harmonious, the
following may be noted. First, as to a confidential relationship, the credible evidence in
the form of testimony of Eleanor U. Coolidge,29 Thomas E. Coolidge,30 Michael B.
Devlin (certified public accountant),31 Philip W. Coolidge,32 and Judith Foster Wali
(niece of Eleanor U. Coolidge),33 revealed a relationship between Thomas E. Coolidge
and his mother which was characterized by a solicitous execution of her wishes on his
part and an absence of subservience on her part. It did not lead to a conclusion that the
parties did not deal on equal terms or that the son exerted an over-mastering influence
upon the mother.
Second, as to the benefit received by respondents under the testatrix's new will, it
was noted in the earlier Adjudication that an increase of only $5,810.00 annually in an
estate of approximately $1,240,000.00 was involved.34 This conclusion was supported by
evidence in the record in the form of testimony of Michael B. Devlin (certified public
accountant).35
Third, as to the testatrix's alleged weakened intellect, the mental acuity of Eleanor
U. Coolidge was demonstrated by the clarity and cogency of her own testimony shortly
before the execution of the challenged will,36 and by testimony of Renee Kreamer
29 N.T. 9-10, Hearing, November 17, 2003.
30 N.T. 24-28, 62-63, Hearing, March 24, 2005; N.T. 131-132, 135, Hearing, March 3, 2005.
31 N.T. 32, 34-44, Hearing, March 24, 2005; Respondents' Ex. 9.
32 N.T. 113, Hearing, March 3, 2005.
J3 N.T. 98-99, Hearing, March 3, 2005.
34 Adjudication and Decree Nisi, May 19,2005.
35 N.T. 30, 34-38, 40, Hearing, March 3, 3005; Respondents' Ex. 10.
J6 N.T. 2-14, Hearing, November 17, 2003.
7
(Assisted Living Administrator at Eleanor U. Coolidge's residential facility),37 Robert M.
Frey, Esq}8 and Herbert E. Myers, M.D. (psychiatrist).J9
Finally, as to the disharmony between the testatrix and the contestant, the long-
term estrangement between mother and daughter was quite evident from the testimony of
the testatrix,40 Robert M. Frey, Esq.,41 Joseph F. Brazel, M.D. (Eleanor U. Coolidge's
primary care physician),42 Renee Kreamer (Assisted Living Administrator at Eleanor U.
Coolidge's residential facility),43 Judith Foster Wali (niece of Eleanor U. Coolidge),44
Thomas E. Coolidge,45 and Philip W. Coolidge.46
In accordance with the court's findings, and in conjunction with a review of
applicable legal principles and a set of conclusions of law, the following Decree Nisi was
issued:
AND NOW, this 19th day of May, 2005, upon consideration of the
Appeal from Probate filed on behalf of Julia Elizabeth Coolidge-
Stoltz, following a hearing held on February 28, 2005, March 3, 2005,
and March [2]4, 2005, and for the reasons stated in the accompanying
Adjudication, it is ordered, adjudged, and decreed that the appeal is
dismissed.47
No exceptions were filed to the Decree Nisi. The contestant filed an appeal from
the Decree Nisi to the Pennsylvania Superior Court on June 17, 2005.
37 NT. 45-49, 51-52, 54, 59, 87, Hearing, March 3, 2005.
38 NT 92-95, 97, Hearing, February 28,2005.
39 NT 142-148, Hearing, February 28, 2005.
40 NT. 6-7, Hearing, November 17,2003.
4t NT. 88, 94-98,109-111, Hearing, February 28,2005.
42 N.T. 165-166, Hearing, February 28, 2005.
43 N.T. 57-58, 63-64, 77-80, Hearing, March 3, 2005.
44 NT. 96-97,102-103, Hearing, March 3, 2005.
45 NT 55, 58-59, 65-71,78, Hearing, March 24, 2005.
46NT 105-107, Hearing, March 3, 2005.
47 Decree Nisi, May 19,2005.
8
DISCUSSION
Although the original Adjudication for the most part addressed the issues pressed
by the contestant on appeal, it may be amplified in the following particulars. First, with
respect to the refusal of the court to accede to the contestant's request for a jury trial, it
should be noted that it is within the court's discretion to empanel a jury in a case of the
present type. See Act of April 16, 1992, P.L. 108, Sl, as amended, 20 Pa. C.S. S 777(c);
In re Fickert's Estate, 461 Pa. 653, 337 A.2d 592 (1975).
When a contest shall arise concerning the validity of a writing
alleged to be testamentary, or concerning any matter other
than as provided in subsections (a) and (b) of this section, the
orphans' court division, in its discretion at any stage of the
proceedings, may impanel a jury to decide any question of
f: 48
act... .
Second, in such a case the findings of a jury are merely advisory. In re Hunter's
Estate, 416 Pa. 127, 205 A.2d 97 (1964); Act of April 16, 1992, P.L. 108, SI, as
amended, 20 Pa. C.S. S 777(c).
In the present case, the court had had the benefit of personally observing, and
receiving testimony from, the testatrix shortly before the execution of the will in
question. In addition, the issue of undue influence was not factually complicated, and
primarily involved an application of legal principles to those facts. Under these
circumstances, the court did not believe that the advice of a jury would be of substantial
benefit.
Second, with respect to the purported absence of evidence in the record to support
the propositions that (a) a confidential relationship did not exist between the decedent and
her son, Thomas E. Coolidge, (b) respondents did not receive a substantial benefit under
the will dated December 8, 2003, (c) decedent did not suffer from a weakened intellect,
and Cd) contestant's relationship with the testatrix was less than harmonious, the support
in the record for the court's findings has been cited in the preceding section of this
48 Act of April 16, 1992, P.L. 108, ~1, as amended, 20 Pa. C.S. ~ 777(c)(emphasis added).
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opinion. When the trial court sits as fact-finder, the court is "free to believe all, part, or
none of the evidence presented." Makozy v. Makozy, 2005 PA Super. 110,114,874 A.2d
1160, 1167 (2005) (citing Stokes v. Gary Barbera Enterprises, Inc., 2001 PA Super. 239,
13, 783 A.2d 296, 297 (2001)). The Superior Court in Makozy also noted that when the
trial court is sitting as the fact-finder it is "in the best position to weigh the evidence
based upon its assessment of the witnesses' credibility." Makozy, 2005 P A Super. 110,
115,874 A.2d 1160, 1167 (2005).
Third, with respect to the contention that the court's characterization of the
emergency incompetency petition as "unmeritorious" indicated a lack of impartiality, it
may be pointed out that contestant herself did not have sufficient confidence in the
petition to pursue it following the testimony of her mother, that the record made on the
petition lacked any basis for the court to deem an emergency appointment of a guardian
necessary, and that the characterization was made in the context of reviewing the
rationality of the testatrix's decision to omit her daughter from her will.
For the reasons expressed in the court's initial Adjudication, as amplified herein, it
is believed that the Decree Nisi declining to accede to the contestant's position in this
matter was properly entered.
BY THE COURT,
R. Mark Thomas, Esq.
101 S. Market Street
Mechanicsburg, PA 17055
Attorney for Petitioner
Julia Elizabeth Coolidge-Stolz
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Register of Wills of Cumberland County
TO: Prothonotary
Superior Court of Pennsylvania
100 Pine Street
Suite 400
HarrisburgPA 17101
Date: August 26, 2005
Estate of Eleanor U. Coolidge
. "
Docket No. FIle Nos. 21-03-0936 and 21-04-0301,
Superior Court No. 1016 MDA 2005
Please acknowledge receipt of Record for the above by signing an_ming this form.
ea In Superior Court
AUG 2 9 2005
MIDDLE
Prothonotary
Superior Court of Pennsylvania
Superior Court Docket Number
Date Received
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IN RE: ELEANOR
U. COOLIDGE
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
NO. 21-03-936
IN RE: ELEANOR
U. COOLIDGE
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
NO. 21-04-301
APPEAL FROM PROBATE
BEFORE OLER, J.
DECREE NISI
AND NOW, this 19th day of May, 2005, upon consideration of the Appeal
from Probate filed on behalf of Julia Elizabeth Coolidge-Stoltz, following a
hearing held on February 28,2005, March 3, 2005, and March 4, 2005, and for the
reasons stated in the accompanying Adjudication, it is ordered, adjudged, and
decreed that the appeal is dismissed.
BY THE COURT,
R. Mark Thomas, Esq.
10 1 S. Market Street
Mechanicsburg, PA 17055
Attorney for Petitioner
Julia Elizabeth Coolidge-Stolz
James D. Flower, Jr., Esq.
26 West High Street
Carlisle, P A 17013
Attorney for Respondents
Thomas Edward Coolidge and
Philip Warren Coolidge
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Robert M. Frey, Esq.
5 South Hanover Street
Carlisle, P A 17013
Attorney for the Estate of
Eleanor U. Coolidge
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IN RE: ELEANOR
U. COOLIDGE
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-03-936
IN RE: ELEANOR
U. COOLIDGE
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
NO. 21-04-301
APPEAL FROM PROBATE
BEFORE OLER, J.
ADJUDICATION and DECREE NISI
OLER, J., May 19,2005.
In this appeal from probate, one of three children of a testatrix has
challenged a Decree of Probate admitting to probate a certain will of the testatrix.
The basis of the challenge is undue influence on the part of one of the other
children.l
A hearing was held on the appeal on February 28, 2005, March 3, 2005,
and March 4,2005. For the reasons stated in this adjudication, the appeal will be
denied.
FINDINGS OF FACT
1. Petitioner/Appellant is Julia Elizabeth Coolidge-Stoltz, M.D., an adult
individual residing at 2 Gillis Drive, North Reading, Massachusetts.
2. Respondents are Thomas Edward Coolidge, an adult individual residing
at 265 Mooreland Avenue, Carlisle, Cumberland County, Pennsylvania, and Philip
Warren Coolidge, Esq., an adult individual having a mailing address of 950
Walnut Bottom Road, P.O. Box 15243, Carlisle, Cumberland County,
Pennsylvania.
1 See Petitioner's Proposed Findings of Fact and Petitioner's Proposed Conclusions of Law, filed
May 12, 2005; Petitioner's Post-Trial Brief Re: Undue Influence, submitted April 28, 2005;
C.C.R.P. 210-7 (issues not briefed deemed abandoned).
3. Petitioner and Respondents are the only children of Eleanor U. Coolidge,
a resident of a facility known as Green Ridge Village, 210 Big Spring Road,
Newville, Cumberland County, Pennsylvania.
4. By virtue of an instrument dated December 20, 2002, Respondent
Thomas Edward Coolidge received a power of attorney from his mother, Eleanor
U. Coolidge.
5. The exercise of this power by Respondent Thomas Edward Coolidge was
consistent with the principal's best interests, and his general conduct toward his
mother was consistently representative of that of a loving and devoted son.
6. Eleanor U. Coolidge died on March 24,2004, at the age of75.
7. The decedent died testate by virtue of a will executed on December 8,
2003, while she was a resident in the assisted living section of Green Ridge
Village.
8. Under the will, the decedent devised and bequeathed her estate in a trust
to be administered by her sons in two equal shares as follows:
a) One (I) share for the benefit of my son, Philip W. Coolidge, the income
from which shall be paid to him semi-annually until his oldest child shall
attain 18 years of age, at which time the Trust shall be divided into equal
shares for each of his then living children and the income from all of such
shares shall continue to be paid to him so long as he shall live, except that
from the principal of the share of any such child of his the Trustees or
surviving Trustee may expend from principal whatever amount or amounts
the Trustees or Trustee shall deem reasonable or desirable to be expended
for the proper education of such child of Philip W. Coolidge, provided the
then living parents of such child shall request and approve such
distribution from principal, and upon the death of my son, Philip W.
Coolidge, the Trust shall terminate and the amounts then held for the
benefit of each of his children shall be paid as follows: The income shall
be paid semi-annually to the person entitled to the principal thereof and
one-third (1/3) of the principal thereof as then constituted shall be paid to
the income beneficiary upon that beneficiary attaining 25 years of age, and
upon that beneficiary attaining 30 years of age one-half (1/2) of the corpus
of that beneficiary's share as then constituted shall be paid to that
beneficiary, and upon the beneficiary attaining 35 years of age the balance
of the corpus of that beneficiary's share shall be distributed but in the
event any child of Philip W. Coolidge for whom an allocation of principal
has been made should become deceased then the share to which such
deceased child would have been entitled to receive shall be immediately
paid to or for the benefit of the issue ofthat child, per stirpes, and if there
2
be no such issue then to the representative of the estate of that child for
distribution in accordance with that child's will, if any, otherwise to the
person or persons entitled to receive the same under the intestate law of the
jurisdiction in which that person was domiciled at the time of his or her
death.
b) One (1) share for the benefit of my son, Thomas E. Coolidge, the
income from which shall be paid to him semi-annually until his oldest
child shall attaio 18 years of age, at which time the Trust shall be divided
ioto equal shares for each of his then living children and the income from
all of such shares shall continue to be paid to him so long as he shall live,
except that from the principal of the share of any such child of his the
Trustees or surviviog Trustee may expend from principal whatever amount
or amounts the Trustees or Trustee shall deem reasonable or desirable to
be expended for the proper education of such child of Thomas E.
Coolidge, provided the then living parents of such child shall request and
approve such distribution from principal, and upon the death of my son,
Thomas E. Coolidge, the Trust shall termioate and the amounts then held
for the benefit of each of his children shall be paid as follows: The income
shall be paid semi-annually to the person entitled to the principal thereof
and one-third (1/3) of the principal thereof as then constituted shall be paid
to the income beneficiary upon that beneficiary attainiog 25 years of age,
and upon that beneficiary attainiog 30 years of age one-half (1/2) of the
corpus of that beneficiary's share as then constituted shall be paid to that
beneficiary, and upon the beneficiary attainiog 35 years of age the balance
of the corpus of that beneficiary's share shall be distributed but in the
event any child of Thomas E. Coolidge for whom an allocation of
principal has been made should become deceased then the share to which
such deceased child would have been entitled to receive shall be
immediately paid to or for the benefit of the issue of that child, per stirpes,
and if there be no such issue then to the representative of the estate of that
child for distribution in accordance with that child's will, if any, otherwise
to the person or persons entitled to receive the same under the intestate law
of the jurisdiction in which that person was domiciled at the time of his or
her death.
c) No provision has been made in this Will for my daughter Julia E. Stolz,
not because of any absence of motherly love by me for her, but because 1
am satisfied that she has adequate resources to maintain a comfortable
standard of living by virtue of being a beneficiary of a trust created by her
father, and by the income earned by her husband and her.
d) No title in the trusts hereby created, or in the income accruing
therefrom, or in its accumulation, or in any share or shares thereof into
which it may from time to time be divided, shall vest in any beneficiary
and no beneficiary shall have the right or power to transfer, sign,
anticipate, or encumber his or her interest in said Trust, or the income
therefrom, prior to the actual distribution thereof by the Trustees or
Trustee to such beneficiary. Further, neither the income nor the principal
of said Trust shall be liable in any manner, in the possession of the
3
Trustee, for the debts, contracts, or engagements of any of the
beneficiaries.
9. The corpus of the trust will be about $1,240,000.00.
10. Under the will, the trustees were Respondents.
11. Under the will, the powers of the trustees were described as follows:
5. In addition to the powers conferred by law, my Executor or
Executors and my Trustees, and their successors, are empowered:
a. To invest any part of the trust corpus in such
securities, investments, or other property as may be
deemed advisable and proper, irrespective of whether the
same are authorized for the investment of trust funds
under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds,
or other securities of which may be held, to vote in person
or by proxy on any shares of stock; to consent to the
merger, consolidation or reorganization of such
corporations; to consent to the leasing, mortgaging, or sale
of the property of any such corporations; to make any
surrender, exchange or substitution of such stocks, bonds,
or other securities as an incident to the merger,
consolidation or reorganization of such corporations; to
pay all assessments, subscriptions and other sums of
money which may be deemed wise and expedient for the
protection and maintenance of the proportionate interest of
the investment in such corporations; to exercise any option
or privilege which may be conferred upon the holders of
such stocks, bonds, or other securities of such corporations
either for the conversion of the same into other securities
or for the purchase of additional securities, and to make
any and all necessary payments which may be required in
connection therewith; and generally to have and exercise
as to all such stocks, bonds, and other securities, the
powers of an individual owner who is not under trust
obligation.
c. To hold the trust corpus in one or more
consolidated funds in which separate shares shall have
undivided interests.
d. To sell at public or private sale for cash or upon
credit, or partly for cash and partly on credit, and upon
such terms and conditions as shall be deemed proper, any
part or parts of the trust estate, and no purchaser at any
such sale shall be bound to inquire into the expediency or
propriety of any such sale or to see to the application of
the purchase money arising therefrom.
4
13. This will differed from the decedent's immediately prior will, dated
October 24,2002, as modified by a codicil dated December 26,2002,2 in that (a) it
eliminated a bequest of two lamps to Petitioner, (b) it eliminated a gift to
Petitioner and her child(ren) of an interest in the residuary trust equivalent to the
interests of Respondents and their children, and (c) it eliminated a designation of
Petitioner as co-trustee and co-executor.3
14. The omission of Petitioner as a beneficiary under the will was explicit:
No provision has been made in this Will for my daughter Julia E.
Stolz, not because of any absence of motherly love by me for her, but
because I am satisfied that she has adequate resources to maintain a
comfortable standard of living by virtue of being a beneficiary of a trust
created by her father, and by the income earned by her husband and her.
15. Although the relationship between the decedent and Petitioner had been
less than harmonious for years, the change in testamentary disposition evidenced
in the will sub judice was immediately precipitated by the decedent's resentment
at Petitioner's unmeritorious attempt to have her declared incompetent in
November of2003.4
16. This decision of the decedent to change her will was the product of her
independent will and was not directed, suggested, inspired or influenced in any
way by Respondent Thomas Edward Coolidge.
17. At the time of the execution of the will sub judice the decedent,
although not in ideal physical or mental health, did not suffer from a weakened
intellect of a type that rendered her confused, forgetful, disoriented, or otherwise
susceptible to pressure or influence from other persons, including her children, and
she was lucid and competent.
2 The codicil eliminated a bequest of a certain wall clock to Petitioner on the basis of ademption.
3 In addition, the new will indicated that certain household items of the testator that were to have
been divided equally among the children under the prior will were subject to a prearranged
distribution pattern and thus not encompassed by the new will.
4 This court refused to grant that petition, following a hearing at which the decedent, among
others, testified. See Order of Court, November 20, 2003.
6
18. At the time of the execution of the will a confidential relationship did
not exist, nor had it existed, between the decedent and her son, Respondent
Thomas Edward Coolidge.
19. As a practical matter, the benefit to Respondent Thomas Edward
Coolidge from the revision of the will sub judice will be less than $6,000.00 per
year.
DISCUSSION
"Once a will has been probated, the contestant who claims that the will was
procured by undue influence has the burden of proof." In re Estate 01 Angle, 2001
PA Super. 144, '42, 777 A.2d 114, 123.
As expressed in Petitioner's brief in support of her appeal from probate, "a
presumption of undue influence arises when the contestant establishes by clear and
convincing evidence 'weakened intellect, confidential relationship and substantial
benefit to the proponent [of the will].'" Petitioner's Post-Trial Brief Re: Undue
Influence, at 1; see In re Estate 01 Luongo, 2003 PA Super. 171, '51, 823 A.2d
942,963; In re Estate olelark, 461 Pa. 52,60,334 A.2d 628, 632 (1975). "Once
the will contestant fails to prove anyone of the three elements required to establish
undue influence, his/her claim must necessarily fail." In re Estate olGlover, 447
Pa. Super. 509, 518 nA, 669 A.2d 1011, 1016 nA (1996).
On the other hand, when the presumption has been successfully established
by the contestant, ''the burden of proof shifts to the [proponent] to disprove undue
influence by clear and convincing evidence. . .." Owens v. Mazzei, 2004 PA
Super. 106, '11, 847 A.2d 700, 706. In such a case, the proponent must show, by
clear and convincing evidence, "that the gifts [to him or her] in the will were free
and voluntary, clearly understood and unaffected by undue influence, or
imposition, deception or fraud." In re Thomas' Estate, 463 Pa. 284, 290, 344 A.2d
834, 837 (1975).
In this context, weakened intellect "is typically accompanied by persistent
confusion, forgetfulness and disorientation." Owens, 847 A.2d at 707. Even a
7
condition as serious as Alzheimer's disease does not necessarily render one
susceptible to undue influence. In re Estate 01 Angle, 2001 P A Super. 144,
'45, 777 A.2d 114, 123. A pertinent "inquiry is whether at the time of the
execution of the document, the decedent was lucid and competent." Id.
Being one's child and the recipient of a power of attorney does not, in
itself, render the relationship a confidential one. Id. at '43,777 A.2d at 123. The
existence of a confidential relationship is dependent upon "circumstances [which]
make it certain that the parties did not deal on equal terms but that on one side
there was an over-mastering influence. . .." In re Estate 01 Jakiella, 353 Pa.
Super. 581, 586, 510 A.2d 815, 817 (1986); see In re Estate 01 Angle, 2001 PA
Super. at '51, 777 A.2d at 125.
The question of substantial benefit is, of course, case specific, and in this
regard the gift in question must be viewed in the context of the entire estate of
which it is a part. See In re Estate olZiel, 467 Pa. 531, 543, 359 A.2d 728,734-35
(1976). A five thousand dollar gift in a six thousand dollar estate is obviously of
more significance than a five thousand dollar gift in a million dollar estate.
Finally, conduct constituting undue influence consists of '''imprisonment of
the body or mind . . . fraud, or threats, misrepresentations, or circumvention, or
inordinate flattery or physical or moral coercion, [t]o such a degree as to prejudice
the mind of the testator, to [d]estroy his free agency and to operate as a present
restraint upon him in the making ofa wil1.'" Id. at 541, 359 A.2d at 733.
As Justice Pomeroy noted, undue influence suggests a "strong and
predatory character" who "prey[s] insidiously [upon the victim] in order to extract
testamentary benefactions that would not otherwise be forthcoming." Id. at 543,
359 A.2d at 734-35. "Kindly care and solicitous attention do not amount to undue
influence. ... Legitimate family and social relations are not prohibited though
provisions of a will are thereby influenced and affected; such results are their
natural and proper products." In re Brennan's Estate, 312 Pa. 335, 337-38, 168 A.
25,26 (1933).
8
In the present case, the court has found itself unable to agree with Petitioner
that the parties' mother suffered, at the time of the execution of the will sub judice,
from a weakened intellect of the type required for undue influence, that a
confidential relationship existed, or had previously existed, between the mother
and Respondent Thomas Edward Coolidge, or that Respondent Thomas Edward
Coolidge received a substantial benefit from the change in the mother's will. In
addition, in the court's view, the change complained of in the mother's will was
the product of the decedent's understandable resentment at Petitioner's
unmeritorious attempt to have her declared incompetent, and not the result of any
persuasive effort, expressed or implied, subtle or otherwise, on the part of
Respondent Thomas Edward Coolidge.
CONCLUSIONS OF LAW
1. The court has jurisdiction over the parties and subject matter of this case.
,
2. The will of Eleanor U. Coolidge dated December 8, 2003, and admitted
to probate by decree dated March 29, 2004, was not the product of undue
influence on the part of Respondent Thomas E. Coolidge and was properly
admitted to probate by the Cumberland County Register of Wills.
3. The appeal from probate filed by Julia Elizabeth Coolidge-Stoltz must
accordingly be dismissed.
DECREE NISI
AND NOW, this 19th day of May, 2005, upon consideration of the Appeal
from Probate filed on behalf of Julia Elizabeth Coolidge-Stoltz, following a
hearing held on February 28, 2005, March 3, 2005, and March 4, 2005, and for the
reasons stated in the accompanying Adjudication, it is ordered, adjudged, and
decreed that the appeal is dismissed.
BY 1HE COURT,
sf J. Weslev Oler. Jr.
J. Wesley Oler, Jr., J.
9
R. Mark Thomas, Esq.
101 S. Market Street
Mechanicsburg, PA 17055
Attorney for Petitioner
Julia Elizabeth Coolidge-Stolz
James D. Flower, Jr., Esq.
26 West High Street
Carlisle, P A 17013
Attorney for Respondents
Thomas Edward Coolidge and
Philip Warren Coolidge
Robert M. Frey, Esq.
5 South Hanover Street
Carlisle, P A 17013
Attorney for the Estate of
Eleanor U. Coolidge
10
.1
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/17/2006
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of COOLIDGE ELEANOR U
File Number: 2004-00301
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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 is due by:
3/24/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner ~;a~ba~-
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Vb
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COOLIDGE THOMAS E
265 MOORELAND AVENUE
CARLISLE, PA 17013
_nnn_ fold
ESTATE INFORMATION: SSN: 202-20-1460
FILE NUMBER: 2104-0301
DECEDENT NAME: COOLIDGE ELEANOR U
DATE OF PAYMENT: 03/02/2006
POSTMARK DATE: 03/02/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 03/24/2004
NO. CD 006391
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $59,990.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 4010700049
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
$59,990.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Eleanor U. Coolidge
Date of Death:
March 24. 2004
Will No.
Admin. No. 21-04-0301
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes () No (X )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: February 1, 2007.
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a fmal account with the Court?
Yes () No ( )
(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 ( ) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to
this report.
/\~5[ ^ ~
\.' 0 .
Robert G. Frey
Date: February 27. 2006
5 South Hanover Street
Carlisle. Pa 17013
(717) 243-5838
Capacity: ( ) Personal Representative
r'..... . II
d 0 . 1 U
LZ :-!
( X) Counsel for Personal Representative
v~
.
REV-150Q EX (6-00)
OFFICIAL USE ONLY
..,
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~L
COUNTY CODE
--9L OOm_ _ _
YEAR NUMBER
DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ COOLIDGE ELEANOR
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ 3/24/2004 8/13/1928
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
u
SOCIAL SECURITY NUMBER
202-20-1460
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
W
I-
~ ~CI)
o It::~
w Q..O
:J: 00
o 1t::..J
Q..m
Q..
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[X] 1. Original Return
D 4. Limited Estate
[X] 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Reeeived
D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) [X] 5. Federal Estate Tax Retum Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 11. Election to tax under See. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
....
Z
w
o
z
o
Q.
(/)
W
~
~
o
o
MICHAEL B DEVLIN
FIRM NAME (If Applicable)
BOYER & RITTER
TELEPHONE NUMBER
POBOX 668
CARLISLE, PA 17013
717-249-3414
o
900,423
o
43,150
522,160
o
1. Real Estate (Schedule A)
(1 )
2. Stocks and Bonds (Schedule B)
(2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
!
r. ",
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(4)
(5)
~ .~")
z
o
i=
:3
:;:)
t-
o:
~
o
W
0::
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
(" ..
""..,.",;.1
C~
o
8. Total Gross Assets (total Lines 1-7)
(8)
1,465,733
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
117,439
15,184
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11 . Total Deductions (total lines 9 & 10)
(11 )
132,623
1,333,110
o
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
( 12)
( 13)
14. Net Value Subject to Tax (line 12 minus Line 13)
(14 )
1,333,110
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
z rate, or transfers under Sec. 9116 (a)(1.2)
o
~ 16. Amount of Line 14 taxable at lineal rate
I-
~
~ 17. Amount of Line 14 taxable at sibling rate
o
o 18. Amount of Line 14 taxable at collateral rate
><
~ 1 9. Tax Due
20. D
o
1,333,110
o
o
x .0 ~ (15)
x .0 45 (16)
x.12 (17)
x .15 (18)
( 19)
o
59,990
o
o
59,990
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPA YMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
Decedent's Complete Address:
I.
STREET ADDRESS
265 MOORELAND AVE
CUMBERLAND
CITY I STATE I ZIP
CARLISLE PA 17013-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
59,990
o
o
o
Total Credits (A + 8 + C) (2)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
o
Total Interest/Penalty (0 + E) (3)
o
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
59,990
A. Enter the interest on the tax due.
(5A)
o
(58)
59,990
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income;. .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D I=xI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I haw examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all infonnation of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RElURN DATE
Yes
No
D
D
D
D
~
~
~
~
~
[]I
2-"2. ~
e~-f
t,~5
~./\\) V
eA
llJl)
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. S 9916 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii))
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child tNenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent.
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. S 9116(a)(1.3)]. A sibling is defined. under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3W4646 1.000
REV-1500 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
ELEANOR U COOLIDGE
21 04 00304
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.804 Shares
AIM COUNSELOR SER INVESCO HEALTH
FUND
11,714
2 200 Shares
ALLEGHENEY ENERGY
3 930 Shares
ALLIED IRISH
4 457 Shares
AQUILA INC
5 400 Shares
BELL SOUTH
6 793 Shares
BP PLC
7 200 Shares
BP PRUDHOE BAY ROYALTY TRUST
2,585
27,156
1,874
10,572
38,714
5,964
8 1,200 Shares
BRISTOL MYERS SQUIBB
28,854
9 20,000 Par
CARMICHAELS PA SCHOOL DISTRICT
20,472
10 231 Shares
CHEVRON TEXACO
19,995
11 20,000 Par
COLONIAL PENN SCHOOL DISTRICT GIO
BOND
20,000
12 178 Shares
DEL MONTE FOODS
1,940
13 600 Shares
DOMINION RESOURCES
37,635
14 450 Shares
DUKE ENERGY
9,848
Total from continuation schedules
663,100
3W4696 1.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
900,423
.
Estate of: ELEANOR U COOLIDGE
202-20-1460
Schedule B (Page 2)
Item
No. Description
Value at Date
of Death
15 20,000 Par
EAST PENN PA SCHOOL DISTRICT
21,270
16 100.238 Shares
EVERGREEN INVST DIV BOND FD
1,575
17 1,200 Shares
EXXON MOBIL
48,510
18 200 Shares
FPL GROUP
13,214
19 20,000 Par
GETTYSBURG PA MONI AOTH
20,052
20 400 Shares
H J HEINZ
14,660
21 400 Shares
JOHN HANCOCK OPPORTUNITY FUND
Dividend accrued on 3/24/2004
3,976
108
22 306 Shares
KONINKLIJKE AHOLD
2,393
23 1,803 Shares
M & T BANK
Dividend accrued on 3/24/2004
161,008
721
24 10,000 Par
PA STATE HIGHER EDUC FAC AUTH
10,968
25 20,000 Par
PA STATE HIGHER EDUC FAC AUTH BOND
22,611
26 10,000 Par
PA STATE HIGHER EDUC FACIL
10,382
27 200 Shares
PENNSYLVANIA REIT
7,274
28 468 Shares
PEPCO HOLDINGS INC
Dividend accrued on 3/24/2004
9,433
117
29 600 Shares
PETROLEUM & RESOURCES CORP
14,154
Total (Carry forward to main schedule)
362,426
or'
Estate of: ELEANOR U COOLIDGE
202-20-1460
Schedule B (Page 3)
Item
No. Description
Value at Date
of Death
30 20,000 Par
PITTSBURGH & ALLEGHENEY CNTY
20,619
31 100 Shares
PPL
4,453
32 1,000 Shares
ROYAL DUTCH PETROLEUM
46,205
33 200 Shares
SCANA CORP
6,991
34 300 Shares
TECO ENERGY INC
4,301
35 10,000 Par
TOWANDA MUNI AUTH
10,029
36 405 Shares
TRI-CONTlNENTAL CORP
Dividend accrued on 3/24/2004
6,776
16
37 450 Shares
UGI CORP
14,461
38 3,981.214 Shares
VANGUARD GNMA FUND 0036-
09872705291
Dividend accrued on 3/24/2004
42,121
128
39 3,456.803 Shares
VANGUARD LT CORP FUND 0028-
09872705291
Dividend accrued on 3/24/2004
33,566
120
40 3,635.488 Shares
VANGUARD PA LT TAX-EXEMPT FUND
0077-09872705291
Dividend accrued on 3/24/2004
43,190
126
41 644 Shares
VERIZON COMMUNICATIONS
23,261
42 1,653.24 Shares
VANGUARD WELLESLEY FUND 0027-
09872706291
Dividend accrued on 3/24/2004
35,065
545
Total (Carry forward to main schedule)
291,973
...
Estate of: ELEANOR U COOLIDGE
202-20-1460
Schedule B (Page 4)
Item
No. Description
Value at Date
of Death
43 120 Shares
ZIMMER HOLDINGS INC
8,701
Total (Carry forward to main schedule)
8,701
REV-1507 EX + (6-98)
-- COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ELEANOR U COOLIDGE
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21 04 00304
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 1 Par
MORTGAGE - THOMAS & BETH COOLIDGE
43,150
TOTAL (Also enter on line 4, Recapitulation) $
43,150
3W46AC 1.000
<If more space is needed, insert additional sheets of same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
.
ESTATE OF
ELEANOR U COOLIDGE
FILE NUMBER
21 04 00304
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
CITIZENS BANK # 610090-081-9
85,113
2
LEGG MASON MONEY MARKET
Interest accrued to 3/24/2004
50,954
19
3
M & T BANK - SAVINGS
15004204224361
Interest accrued to 3/24/2004
95,539
29
4
MEMBERS FIRST FCU #23772
96,589
5
VANGUARD PRIME MONEY MARKET
Interest accrued to 3/24/2004
51,145
25
6
WAYPOINT BANK #4100009118
Interest accrued to 3/24/2004
90,674
38
7
WAYPOINT BANK # 1705006386
46,538
8
WAYPOINT BANK - CHECKING 100342583
Interest accrued to 3/24/2004
5,495
2
3W46AD 1.000
TOTAL (Also enter on line 5 Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
522,160
REV-1S11 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
. INHERITANCE TAX RETURN
RESIDENT' DECEDENT'
ESTATE OF
ELEANOR U COOLIDGE
FILE NUMBER
21 04 00304
ITEM
NUMBER
A.
B.
1.
1.
2.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
CARLISLE COUNTRY CLUB, MEMORIAL
SERVICE RECEPTION
Total from continuation schedules . . · . . . · . ·
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) PHILIP COOLIDGE/THOMAS COOLIDGE
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
Year(s) Commission Paid: 2005
State
Zip
Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
3W46AG 1000
4.
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
ATTORNEY & ACCOUNTANT FEES
RELATING TO LITIGATION
2
CUMBERLAND LAW JOURNAL
Total from continuation schedules . . . · · . . · .
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
241
3,288
48,000
45,000
15
20,720
75
100
117,439
"
Estate of: ELEANOR U COOLIDGE 202-20-1460
Schedule H Part 1 (Page 2)
Item
No. Description Amount
2 HOFFMAN ROTH FUNERAL HOME 3,238
3 REV JAMES GILCHRIST, HONORARIUM 50
Total (Carry forward to main schedule)
3,288
\.
Estate of: BLEANOR U COOLIDGE
202-20-1460
Schedule H Part 7 (Page 2)
3
THE SENTINEL
100
Total (Carry forward to main schedule)
100
REV-1512 EX + (12-03)
...
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE liABiliTIES, & liENS
COMMONWEAL TH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ELEANOR U COOLIDGE
FILE NUMBER
21 04 00304
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
CENTRAL PENN MEDICAL GROUP
29
2
CONTIINUING CARE RX
6
3
THOMAS COOLIDGE-POA FEE
15,000
4
WEST SHORE EMS
149
3W46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
15 184
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ELEANOR U COOLIDGE
NUMBER
I
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
TOW ELEANOR U COOLIDGE
THOMAS & PHILIP COOLIDGE, TRUSTEES
265 MOORELAND AVE
CARLISLE, PA 17013
100% Residue: 1,333,110
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Trust
FILE NUMBER
21 04 00304
AMOUNT OR SHARE
OF ESTATE
1,333,110
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
3W46AI 1000
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
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LAST WILL A~ TEST AMEN'JReglster of 'A'/lls
ELEANOR U. COOLIDGE
'04 MAR 29 1\11:47
I, ELEANOR U. COOLIDGE, widow, formerly of 365 Walnut Street 10 the Borough of
Carhsle, and now of Green Ridge Village In West Pennsbor~,,'fE0wnshlp. ooth: of.rCumberJand
County, Pennsylvama, bemg of sound and dlsposmg mmd, mem<*Y'"imdlunderstanduig, do hereby
make, pubhsh and declare thiS as and for my Last WlIl and Testament, hereby revokmg and makmg
vOId any and all WIlls by me at any time heretofore made
1 I dIrect my heremafter named Executor or Executors to pay all of my Just debts and
funeral expenses as soon after my death as may be found convement to do so
2 All of the furmture and household goods and furmshmgs of mme which were prevIously
located In my home at 365 Walnut Street 10 CarhsJe, have etther been given by me to the persons I
wish to have them or arc bemg sold by my attorney-m-fact, Thomas E Coohdge, at whIch all three
of my children are authonzed to bId for the same m accordance WIth arrangements I have agreed to
With my attorney-m-fact
3 All of the rest, resIdue and remamder of my estate, real, personal and mIxed, and
wheresoever the same may be SItuate, I gIve. deVise, and bequeath to my heremafter named Trustees,
In trust, to receIve and to Invest the same, With a Vlew to selectmg ~uch Investments which wIll tend
to preserve the purchasing power of the corpus consIstent WIth prudent management and such that
the corpus as a whole wIll YIeld a reasonable annual Income consIstent With then prevalhng
Investment condItIOns, to be dIvIded mto two equal shares as follows
a) One (l) share for the benefIt of my son, Phlllp W Coohdge, the
Income from whIch shall be paId to hIm semi-annually until hIS oldest chIld
shall attam 18 years of age, at WhICh tIme the Trust shall be dIVIded Into
equal shares for each of hiS then hvmg children and the Income from all of
such shares shall contlOue to be paId to him so long as he shan live, except
that from the prmclpal of the share of any such chlld of hiS the Trustees or
survlvmg Trustee may expend from pnnclpal whatever amount or amounts
the Trustees or Trustee shall deem reasonable or desuable to be expended
for the proper education of such child of Philip W Coohdge, provIded the
then hvmg parents of such child shall request and approve such dlstnbutIon
from pnnclpal, and upon the death of my son, PhIhp W CoolIdge, the
Trust shall term mate and the amounts then held for the benefit of each of
hIS children shall be paid as follows The lDcome shall be paId semi-
annually to the person entItled to the pnnclpal thereof and one-third (1/3) of
the pnnclpal thereof as then constituted shall be paid to the Income
beneflc13ry upon that beneficIary attamIng 25 years of age, and upon that
benefIcIary attammg 30 years of age one-half (1/2) of the corpus of that
beneficiary's share as then constituted shall be paid to that benefIcIary, and
upon the beneficiary attammg 35 years of age the balance of the corpus of
that beneficiary's share shall be dlstnbuted but m the event any child of
PhJilp W Coohdge for whom an allocation of prmclpal has been made
should become deceased then the share to whIch such deceased chtld would
have been entItled to receive shall be Immediately paId to or for the benefit
of the Issue of that Child, per stupes, and If there be no such Issue then to
the representative of the estate of that child for dIstnbutIon In accordance
WIth that chlld's WIll, If any, otherWIse to the person or persons entitled to
receive the same under the mtestate law of the JUrIsdIctIon m which that
person was domIciled at the tIme of hiS or her death
b) One (I) share for the benefit of my son, Thomas E CoolIdge, the
Income from which shall be paid to him semi-annually untIl hJS oldest child
shall attain ) 8 years of age, at whIch time the Trust shall be dIVIded mto
equal shares for each of hIS then hvmg children and the Income from all of
such shares shall contmue to be paId to hIm so long as he shall hve. except
that from the pnnclpal of the share of any such chIld of hIS the Trustees or
survIving Trustee may expend from pnnclpal whatever amount or amounts
the Trustees or Trustee shall deem reasonable or deSirable to be expended
for the proper educal10n of such chIld of Thomas E Coohdge, prOVided the
then hVlng parents of such chtld shall request and approve such dlstnbutlOn
from prmclpal, and upon the death of my son, Thomas E Coohdge, the
Page 1 of 4 Pages
'I.....,
Trust shall tenmnate and the amounts then held for the benefIt of each of
his children shall be paId as follows' The Income shall be paId semi-
annually to the person entitled to the pnnclpal thereof and one-third (1/3) of
the prmclpal thereof as then constituted shall be paId to the income
beneficiary upon that beneficIary attaining 25 years of age, and upon that
benefIcIary attammg 30 years of age one-half (1/2) of the corpus of that
beneficiary's share as then constituted shall be paid to that beneficiary, and
upon the beneflclcuyattammg 35 years of age the balance of the corpus of
that beneficiary's share shall be dlstnbuted but In the event any chIld of
Thomas E CoolIdge for whom an allocatIon of pnnclpaJ has been made
should become deceased then the share to which such deceased child would
have been entitled to receIve shall be Immediately paId to or for the benefit
of the Issue of that chlld. per stupes, and If there be no such Issue then to
the representative of the estate of that child for dlstnbutlOn In accordance
WIth that chlld's wlll, If any, otherWise to the person or persons entitled to
receive the same under the mtestate law of the Junsdlctlon In whlch that
person was domiCIled at the tIme of hiS or her death
c) No provISIon has been made In thiS Will for my daughter Juha E Stolz,
not because of any absence of motherly love by me for her, but because [
am satisfied that she has adequate resources to mamtam a comfortable
standard of It vmg by vIrtue of bemg a beneficIary of a trust created by her
father. and by the Income earned by her husband and her
d) No Utle In the trusts hereby created, or In the Income accrumg
therefrom. or In Its accumulatIOn, or 10 any share or shares thereof mto
whIch 11 may from tJrne to tIme be diVIded, shall vest m any benefICiary and
no benefICiary shall have the nght or power to transfer, sIgn, antICIpate, or
encumber hiS or her mterest In saId Trust. or the Income therefrom. prior to
the actual dlstnbu(Jon thereof by the Trustees or Trustee to such
benefiCiary Further. neIther the Income nor the pnncIpal of saId Trust shaH
be liable In any manner, 10 the possessIOn of the Trustee, for the debts,
contracts, or engagements of any of the beneflclanes
4 I dIrect my Executor or Executors to payout of the property whIch would otherwise
become a part of the reSiduary trust, hereinabove estabhshed, all estate, mhentance, transfer and
successIOn taxes, mcludmg mterest and penaltIes thereon, whIch may be lawfully assessed by
reason of my death I hereby waive on behalf of my estate any nght to recover any part of such
taxes, mterest or penaltIes from any person, mcludmg any benefiCIary of Insurance on my lIfe and
anyone who may have receIved from me or from my estate any property whIch IS taxable as a part
of my estate
5 In addltJOn to the powers conferred by law, my Executor or Executors and my Trustees.
and theIr successors, are empowered
a To Invest any part of the trust corpus In such secuntles, mvestments, or other
property as may be deemed adVisable and proper, Irrespective of whether the same are
authonzed for the Investment of trust funds under the laws of any govermng JUriSdIction
b With respect to any corporatIOn. the stocks, bonds. or other seCUrities of which
may be held, to vote In person or by proxy on any shares of stock, to consent to the merger,
consolIdatIOn or reorganIzation of such corporatIons, to consent to the leasmg, mortgagmg,
or sale of the property of any such corporatIOns, to make any surrender, exchange or
subsUtutlOn of such stocks, bonds, or other seCUrItIes as an InCident to the merger,
consohdatlon or reorgamzatIOn of such corporations, to pay all assessments. subscnptlons
and other sums of money whIch may be deemed WIse and expedient for the protectIon and
mamte;nance of the proportIOnate Interest of the mvestment In such corporatIOns, to exercise
any option or pnvIlege which may be conferred upon the holders of such stocks, bonds, or
other secuntles of such corporatIons eIther for the converSion of the same mto other
secuntIes or for the purchase of addItIonal secuntIes, and to make any and all necessary
payments which may be reqUired 10 connectIOn thereWith, and generally to have and
exercise as to all such stocks, bonds, and other secuntles. the powers of an mdivldual owner
who IS not under trust obhgatlOn
C To hold the trust corpus In one or more consolIdated funds 10 whIch separate
shares shall have undIVided Interests
Page 2 of 4 Pages
I'
....
d To sell at pubhc or private sale for cash OJ upon credit, or partly for cash and
partly on credJt, and upon such terms and condJtlons as shall be deemed proper, any part or
parts of the trust estate, and no purchaser at any such sale shall be bound to mqUlre mto the
expedIency or propnety of any such sale or to see to the apphcauon of the purchase money
arising therefrom
e To keep on hand and umnvested such moneys as may be deemed proper and for
such penod as may be found expedIent
f To compromise, settle, or arbJtrate any claim or demand In favor of or agamst the
trust estate
g And authonzed In the discharge of flduclary dutIes, to employ counsel and to
determme and to pay such counsel reasonable compensation whJch shall be charged agamst
the pnnclpal or Income of the trust fund, and shall further be entitled to charge agamst the
pnnclpal or Income such other reasonable expenses and charges as may be necessary and
proper to Incur for the proper discharge of fiduCIary duties and for the proper management
and admlOlstratlOn of the trust estate
h In makmg any dIVISIon of property 1Oto shares for the purpose of any dlstnbutlon
thereof dtrected by the provIsIons of the trust, to make such dIVISIon or dlstnbutton, eIther In
cash or In kmd, or partly In cash and partly In kmd, as shall be deemed most expedient, and
In makmg any diVISIOn or dlstnbutJon 10 kmd may allot any specIfIc secunty or property or
any undivided mterest therem to anyone or more of such shares, and to that end may
appraise any or all of the property so to be allotted and the Judgment as to the propnetyof
such allotment and as to the relatIve value for purposes of dJstnbutJon of the seCUritIes or
property so allotted shall be fmal and conclUSive upon all persons mterested In the trust or
In the dlvJslon or dlstnbutlOn thereof
1 Authonzed to regIster any shares of stock or other assets of any trust In their own
names or 10 the name of a nommee
J To retam and mvest In shares of stock of my Trustee
k To retam any mvestments mc1udmg mutual funds which I may own at the time
of my death and m addItion to Invest any part of the Trust corpus In such mutual fund or
mutual funds as may be deemed adVIsable or proper, IrrespectIve of whether the same are
authOrized for the mvestment of trust funds under the laws of any governmg JunsdlctlOn
I To determme from tIme to ttme whether all or some portIon of reahzed capital
gams shall be treated as ordmary Income for distnbutlOn to a benefICIaI)' or treated as
pnnclpal to be retamed as part of the corpus, and such deSIgnatiOn need not be consistent
from one year to another
6 I hereby nommate, constitute and appomt my sons who are PHILIP W COOLIDGE,
THOMAS E COOLIDGE as Trustees of the Trusts heremabove created, but should both of them
cease servmg as Trustees, then I nommate, constItute and appo1Ot Manufacturers and Tladers Tl ust
Company and Its successors, One West HIgh Street, CarhsJe, Pennsylvama 17013 as alternate or
successor Trustee, prOVIded that It shall accept such appOIntment and agree that compensation for
Its services shall not exceed one-half of one percent of the value of the corpus as Its annual
compensation, and that Jt shall receIve no other compensation for Its serVIces, otherWIse the
successor Trustee Instead of Manufacturers and Traders Trust Company shall be as nommated by
the Trustee or Tl ustees deSIrIng to cease serving as such or by the benefJClaneS of the Trust, 10
either case wJth the approval of the Orphans' Court DIVISion of the Cumberland County Court of
Common Pleas
7 1 hereby nommate, constJtute and appomt my sons who are PHILIP W COOLIDGE,
THOMAS E COOLIDGE as Executors of thiS my Last WIll and Testament, but should both of
them fall to qualify or cease servmg as such, then In such event I nommate, constItute and appomt
Manufacturers and Traders Trust Company and Its successors, One West High Street, CarlIsle,
Pennsy I vama, 17013 as alternate or successor Executor, I further dlrecl that none of them shall be
reqUired to post any bond to secure the faIthful performance of hiS, her, or Its duties tn the
Commonwealth of Pennsylvama, or 10 any other JunsdlctlOn
Page 3 of 4 Pages
I
A
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IN WITNESS WHEREOF, I have hereunto set my hand and :~~~~ Will and
Testament wntt:n on four (4) pages, thIs ~ ~ day of 17. ,2003
er.... d~ lA.- E 6-Q;~~
(SEAL)
Eleanor U Coolidge
SIgned, sealed, pubhshed and declared by ELEANOR U COOLIDGE, the Testatllx above-
named, as and for her Last Will and Testament, 10 our presence, who, 10 her presence, at her request,
and In the presence of each other, have hereunto subscnbed our names as attestmg witnesses
~~, /j..~
7~ t '0r-- ~
Page 4 of 4 Pages
-;------1
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24-Mar~04 4.06 4.15 __,!~4.05 4.05 630,900 4.05
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BellSouth Corp. (BLS)
~ AMERITRADE IRA
S.. 9. :" ~< L.'" .\ . (,. f'....t... M........i<rOSO.ft.
. .. . M~~..e.!,2006 DeluXf ^
At 4:01PM ET: 29.26 f
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IGOI
SET DATE RANGE
2004
<~> Daily
< :' Weekly
<:. Monthly
< :' Dividends Only
Start Date: Mar
End Date: Mar
21
25
2004 Eg. Jan 1, 2003
Get Prices
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PRICES
Date Open High Low Close Volume Adj
Close*
25-Mar -04 26.45 26.83 26.45 26.71 3,870,200 24.61
~
24-Mar-04 26.40 26.6 - 26.22 26.39 3,748,800 24.32
23-Mar-04 26.76 26.78 26.28 26.51 4,809,700 24.43
22-Mar-04 27.10 27.13 26.67 26.78 3,753,900 24.68
19-Mar-04 27.59 27.60 27.11 27.22 5,721,500 25.08
* Close price adjusted for dividends and splits.
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Enter SVmbol(s): I
e.g. YHOO. ^D]l
BP PlC (BP)
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f..,A ~MER1T~A.Df-A:
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G01
SET DATE RANGE
Start Date: I Mar 3' 123' .12004 Eg. Jan 1, 2003
End Date: 1 Mar 3 J2S- j2004
~ Daily
r Weekly
(. Monthly
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PRICES
Date Open High Low Close Volume Adj
Close*
26-Mar-04 48.08 48.55 47.90 48.46 3,608,100 48.09
25-Mar-04 48.09 48.16 47.79 47.96 3,945,000 47.59
li (, ". .
24-Mar-04 49.10 49.24 ,-.~-~8.40 48.45 3,895,700 48.08
-
23-Mar -04 49.30 49.40 48.70 49.15 2,304,100 48.77
* Close price adjusted for dividends and splits.
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e.g. YHOO, ^DJl
BP Prudhoe Bay Royalty Trust (BPT)
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GO}
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(i Daily
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r Monthly
C- Dividends Only
Start Date: I Mar -=:J ~ 12004 Eg. Jan 1, 2003
End Date: IMar -=J ~ 12004
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PRICES
Date Open High Low Close Volume Adj
Close*
26-Mar-04 29.15 29.69 28.83 29.66 69,600 29.66
25-Mar-04 29.85 29.85 28.71 29.15 1 80 I 1 00 29.15
...,~1 r- ",:'
24-Mar-04 29.92 29. 94:':-~29. 70 29.70 58.700 29.70
---
23-Mar-04 29.79 29.95 29.76 29.85 72,400 29.85
* Close price adjusted for dividends and splits.
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Bristol-Myers Squibb Co (BMY)
;.'~I~j
Over 210 Offices
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At 4:02PM ET: 25.29 "t 0.03 (C
~
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~m.~onus
GO'!
SET DATE RANGE
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Start Date: J Mar ..:J ~ .J2004 Eg. Jan 1, 20q3
End Date: J Mar ~ ~ ]2004
(i Daily
r Weekly
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PRICES
Date Open
26-Mar-04 24.03
25-Mar -04 24.10
24-Mar -04 24.35
23-Mar-04 24.55
High
Volume
Adj
Close*
Low
Close
24.40 23.81
24.25 23.77
24.37_3~'''~:72
24.60 24.28
24.13 8,176,900
24.03 9,263,100
24.00 10,420,300
-
24.29 8,380,900
23.85
23.75
23.72
24.01
It Close price adjusted for dividends and splits.
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ChevronTexaco Corp (CVX)
At 4:01PM ET: 91.37 ..,. 0.07 {C
;1 r"" ~~-E
~' _..'l.. ll'"'.%~t: tr(:ides.
,.. ' I .
tel AMfJUTIlADE -A- J\pex
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GOI
86.00 84.34
86.18 84.39
~- (. ~"'L;.
87.6~~5.52
85.34 3,828,600
84.68 3,709,100
85.88 2,692,900
-
87.4 7 2,599,700
84.67
84.01 ' . '.i
!" ~'.:: .i,,' : ,. '.
85.20 ..::':
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Eg. Jan 1, 2003
~ Daily
r Weekly
r Monthly
r Dividends Only
Start Date: I Mar -=:1 ~ 12004
End Date: I Mar ~j2612004
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PRICES
Date Open
26-Mar-04 84.75
25-Mar-04 86.10
24-Mar-04 87.51
23-Mar-04 87.75
High
Low
Close
Volume
Adj
Close*
88.09
86.61
86.78
.. Close price adjusted for dividends and splits.
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j~
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LJL1Vl: lilstonc.al Pncec:, for DEL MONTE FOODS -,"'{aEoo! Finance
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e.g. YHOO, .....DJ1
Del Monte Foods Co (DLM)
:~ EnjoY25rOMMI5510N-
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At 4: OOPM ET: 10.33 't- 0.08 (C
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GO 'I
SET DATE RANGE
(i Daily
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Start Date: I Mar ..:J ~ 12004 Eg. Jan I, 2003
End' Date: I Mar -:.1 f26 12004
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PRICES
Date Open
26-Mar-04 10.85
25-Mar -04 10.92
24-Mar-04 10.82
23-Mar-04 10.79
High
Low
Close
Volume
Adj
Close*
10.94 10.80
10.95 10.81
~ /, ~ic.i
11.00-:~-'1 0.80
11.03 10.74
10.80 461,600
1o.B5 5B5,400
10.85 1,079,300
--
10.83 874,900
10.80
10.85
10.85
10.83
.. Close price adjusted for dividends and splits.
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Dominion Resources Inc (0)
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:,f~"A"Il" II::I~;!~'~.'_ r"~:!~!~~:.4!-1.~it""f ....t.~rW""~.~./I"~, ..,;,tl
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At 4: OlPM ET: 62.38 . 0.46 (0
_i.' ..~..... ....
... = ., .
{fj ....
Over 210 Offices
$8 Trades
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GOil
Historical Prices
Get Historical Prires for: i
SET DATE RANGE
Start Date:/ Mar .~ ~ J2004 Eg. Jan 1, 2003
End Date: J Mar .:J ~ 12004
(a Daily
r Weekly
I Monthly
r Dividends Only
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PRICES
Date Open High Low Close Volume Adj
Close.
26-Mar-04 62.50 62.85 62.40 62.50 1,051,100 61.86
25-Mar-04 62.65 62.82 6?16 62.55 1,340,700 61.91
Go .: ;-;';'.
24-Mar-04 62.90 63.0B~.37 62.51 1,081,100 61.87
-
23-Mar-04 63.40 63.48 62.80 62.92 1,146.100 62.28
* Close price adjusted for dividends and splits.
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DUK: Historical Prices for DUKE ENERGY CP - Yahoo! Finance
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Thursday, February 9, 2006, 5 :40PM ET - U.S. Markets Closed. Dow +0.230/0 Nasdaq -0.490/0
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Duke Energy Corp. (DUK)
;E~ TMOES;d
... .~. ~,~'~f~l~.1 . · ..........
F~~e Tr~dJ~s
Historical Prices
SET DATE RANGE
Start Date: Mar
End Date: Mar
PRICES
Date Open
25-Mar-04 22.05
24-Mar -04 21.75
-"'-'--'--'
23-Mar-04 21.87
22-Mar-04 21.90
Flat Rate
Why comptomiSQ?
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At 4: OOPM ET: 27.80 ....
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IGOI
22
25
2004 Eg. Jan 1, 2003
(~> Daily
< > Weekly
<> Monthly
i:~:' Dividends Only
2004
Get Prices
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High
Low
Close
Adj
Close*
Volume
22.13 21.92
./
22.08 )f~ .69
21.97 21.74
22.08 21.71
22.05 1,899,600
22.00 4,742,900
21.79 1,814,700
21.81 2,623,900
20.57
20.53
20.33
20.35
1< Close price adjusted for dividends and splits.
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Wednesday, June 2, 2004, 8:23pm ET - U.S. Markets Closed.
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Evergreen Diversified Bond A (EKDLX)
Internet equity trades, I
jus1 $10.99. . ;. .
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On Jun 2: 14.50 .. 0.02 (0
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Start Date: I Mar .=.1' ~ 12004 Eg. Jan 1, 2003
End Date: j Mar ..:J rw-' J2004
(i' Daily
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PRICES
Date Open High Low Close Volume Adj
Close'"
26-Mar-04 15.25 16.01 15.25 15.25 0 15.12
25-Mar-04 15.31 16.07 15.31 15.31 0 15.18
1.< 7/
24-M:-,~-04 15.33 16.09----15.33 15.33 0 15.20
-
23-Mar -04 15.34 16.10 15.34 15.34 0 15.21
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rhe furure when
the presenr...
.,. Close price adjusted for dividends and splits.
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wants
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e.fl. YHOO, ^DJl
Exxon Mobil Corp (XOM)
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Start Date:/ Mar 3 ~ J2004 Eg. Jan 1, 2003
End Date: ]Mar ~. ~ '12004
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PRICES
Date Open High Low Close Volume Adj
Close*
26-Mar-04 40.35 41.14 40.32 40.74 11,345,400 40.48
25-Mar-04 40.20 40.36 40.01 40.25 12,703,200 39.99
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24-Mar-04 40.70 40.94 '~.91 40.10 13,192,300 39.84
-
23-Mar -04 41.01 41.20 40.46 40.76 10,905,800 40.50
* Close price adjusted for dividends a nd splits.
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FPL Group Inc (FPL)
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Date Open High Low Close Volume Adj
Close*
26-Mar-04 65.85 66.75 65.84 66.44 868,300 66.44
25-Mar-04 65.80 66.21 65.65 65.85 1,729,500 65.85
24-Mar-04 66.39 66.45~65.69 65.85 815,100 65.85
-
23-Mar-04 66.4 7 66.72 66.14 66.29 672,600 66.29
.. Close price adjusted for di'. ,jends and splits.
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HJ Heinz Co (HNZ)
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PRICES
Date Open High Low Close Volume Adj
Close.
26-Mar-04 36.80 36.80 36.40 36.46 1,432,800 36.46
25-Mar-04 36.76 37.02 36.60 36.99 899,700 36.99
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24-Mar-04 36.85 36.9t'~./ 36.39 36.60 930,300 36.60
-
23-Mar-04 36.84 37.23 36.60 36.91 981 ,400 36.91
'" Close price adjusted for dividends and splits.
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John Hancock Bank & Thrift Opportunity Fund (BTO)
,;,"l;,..;..et_~..... ~~'-"" '~",,~/'"
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PRICES
Date Open High Low Close Volume Adj
Close.
26-Mar-04 10.06 10.14 10.05 10.10 205,500 10.10
25-Mar-04 9.97 10.09 9.90 10.08 148,500 10.08
/1, . /
24-Mar-04 9.91 1 0.00~~~-'9.88 9.94 137,100 9.94
--
23-Mar-04 10.00 10.05 9.91 10.01 221,300 10.01
· Close price adjusted for dividends and splits.
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Koninklijke Ahold NV (AHO)
re:~-'&~
,: , .....-.-_-~~!:r+];~
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Date Open High Low Close Volume Adj
Close*
26-Mar-04 7.83 8.02 7.81 7.93 244,400 7.93
25-Mar-04 7.99 8.10 7.97 8.06 261,900 8.06
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24-Mar-04 7.87 7,93 1':"-:'>7.71 7.81 411,600 7.81
-
23-Mar-04 8.05 8.06 7.93 7.99 432,400 7.99
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M&T Bank Corp (MTS)
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Start Date: I Mar ...:.l ~ .12004 Eg. Jan 1, 2003
End Date: IMar ~ ~ 1/2004
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PRICES
Date Open High Low Close Volume Adj
Close-
26-Mar-04 89.67 89.84 89.00 89.16 359,600 88.77
25-Mar-04 89,60 90.01 88.60 89.65 516,100 89.25
-'
24-Mar-04 89.00 89. 70 .~-~> 88.90 89.35 498,600 88.95
-
23-Mar-04 90.09 90.72 89.08 89.08 369,900 88.69
'* Close price adjusted for dividends and splits.
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PEl: Historical Prices for PENN REAL ESTATE TR - Yahoo! Finance
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Friday, February 10, 2006, 8: 17AM ET - U.S. Markets open in 1 hour and 13 minutes. Dow +0.23010 Nasdaq +O.OC
Home Investing News 8t Commentary Retirement &. Planning Banking & Credit loans Taxes My Port
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Pennsylvania REIT (PEl)
ktiveTraders ~
- ._ ,. - A. [D W.tefhotn.e
On Feb 9: 40.00
Trade $r1)Cirter
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PRICES
Date
Open
High
Low
Close
Volume
Adj
Close *
24-Mar-04
36.75
36.80-
'---35.94
35.94 100,900
32.56
* Close price adjusted for dividends and splits.
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2/1 0/2006
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Pepco Holdings Inc (POM)
At 4:06PM ET: 18.26 .. 0.05 (0
..,i..';D.''!:u:..v. 'l..~'"r,...;!!'~.', oO':!.... '.-.' ;\'''iU!.* !::W:".'. '''.'t.!
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Date Open High Low Close Volume Adj
Close'"
26-Mar-04 20.40 20.53 20.34 20.40 592,500 20.40
25-Mar-04 20.15 20.43 20.15 20.39 383.200 20.39
24-Mar-04 20.22 20.24-::' . 20.07 20.07 381,400 20.07
-
23-Mar-04 20.11 20.27 20.00 20.22 412,700 20.22 ,
* Close price adjusted for dividends and splits.
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Wednesday, June 2,2004, 8:08pm ET - U.S. Markets Ci:Jsed.
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Petroleum & Resources Corp (PEO)
[A.'-"~','1~r.;!'~:3;~i;.I
"rrgluel~E~i
t~.t~=~~ ....~~i~'_ ."I"i"~j
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PRICES
Date Open High Low Close Volume Adj
Close.
26-Mar-04 23.10 23.14 23.01 23.04 20,500 22.91
25-Mar-04 23.49 23.49 23.12 23.15 21,800 23.02
;1. ~ .c;q 23.55 15,300 23.42
24-Mar-04 23.67 23. 6I. _-' .'-_. -Z~ .51
---
23-Mar-04 23.75 23.75 23.53 23.67 14,200 23.54
... Close price adjusted for dividends and splits.
First I Prev I Next I Las!
j~
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PPL Corp (PPL)
Enter SymboJ(s): I
e.g. YHOO, ADJ1
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At 4:01PM ET: 43.22 1" 0.31 (C
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Start Date: I Mar "..:.1 ~ 12004 Eg. Jan 1, 2003
End Date: I Mar ~J"~ j2004
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PRlCES
Date Open
26-Mar-04 44.67
25-Mar-04 44.75
24-Mar-Q4 44.70
23-Mar-04 45.13
High
Low
44.74 44.48
44.83 44.49
44.91~4.15
45.25 44.71
First J Prev I Next I Last.
Close
Volume
Adj
Close-
44.48 699,000
44.64 779,800
44.70 2,000,400
-
44.80 606,400
44.4 8
44.64
44.70
44.80
* Close price adjusted for dividends and splits.
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Royal Dutch Petroleum Company (RD)
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Date Open High Low Close Volume Adj
Close*
26-Mar-04 46.52 46.72 46.15 46.53 2,711,600 45.84
25-Mar-04 46.02 46.27 45.79 46.13 2,283.000 45.45
'-/~,. J;.;..~ 45.42
24-Mar-04 46.26 46.48 q-----4'5.93 46.10 4,003,200
-
23-Mar-04 46.74 46.83 46.22 46.36 2,240,000 45.68
* Close price adjusted for dividends and splits.
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SCANA Corp (SCG)
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Start Date: I Mar ..:J~ 12004 Eg. Jan 1, 2003
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PRICES
Date Open High Low Close Volume Adj
Close*
26-Mar-04 34.88 35.10 34.85 34.90 237,800 34.90
25-Mar-04 34.96 35.00 34,. 85 34.88 222,800 34.88
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24-Mar-04 35.00 35. 1 0':';' : 34.81 34.81 177,900 34.81
-
23-Mar-04 35.20 35.20 34.99 35.00 146,500 35.00
,.. Close price adjusted for dividends and splits.
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TeeD Energy Inc (TE)
"Enjoy 25 COMMISSION-
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At 4: OOPM ET: 12.03 1" 0.03 (0
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PJUCES
Date Open High Low Close Volume Adj
Close*
26-Mar-04 14.47 14.59 14.37 14.38 435,100 14.17
25-Mar-04 14.42 14.54 14.30 14.54 805,300 14.32
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24-Mar-04 14.38 14.43 ".:~14 .24 14.32 522,200 14.11
-
23-Mar-04 14.31 14.47 14.20 14.34 809,700 14.13
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Tri-Continental Corp (TY)
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Start Date: 1 Mar .-:J ~ 12004
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PRICES
Date Open High Low Close Volume Adj
Close.
26-Mar-04 16.96 16.99 16.89 16.94 77.400 16.94
25-Mar-04 16.74 16.93 16.74 16.93 121,500 16.93
24-Mar-04 16.79 It. '7~ 16.69 99,600 16.69
16.81-,,---16.65
-
23-Mar-04 16.79 16.89 16.74 16.79 92,800 16.79
.. Close price adjusted for dividends and splits.
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UGI Corp (UGI)
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At 4:00PM ET: 31.90 f'- 0.20 (C
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PRICES
Date Open High Low Close Volume Adj
Close*
26-Mar-04 32.12 32.19 32.10 32.15 113,200 31.84
25-Mar-04 32.15 32.19 32.10 32.17 134, 1 00 31.86
24-Mar -04 32.12 32.21'!~ /'~'~2.06 32.10 233.100 31.79
-
23-Mar-04 32.25 32.30 32.10 32.15 198,200 31.84
* Close price adjusted for dividends and splits.
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THMmguCIJ'"dJROUPu
June 4,1004
ThOlnns E. Coolidge
265 MOOTcland Avenue
Carlisle. P A 17013-3753
Estate or Eleanor U. Coolidge
J gL::;
We nrc rc.;ponrling 10 your telephone cull rt:(llIe~l;ng the values of the following accounts. Please accept
our sincere condoJcncc.s for the loss of Mrs. Coolidge. As of March 24, 2004, 'he number of shares, the
price per shnrc, and the value of e.,cfl account were as follows:
"ji-;auor L. COOiilJt...,._il",'"""iH',). ~ ",.".....
V aJue Accrued
})ividencb
'v il;'l~..~l~IG ",.J GG:':;~
J ncome Fun,l j I1vc:slor 09872705291 J ,653.264 $2 1. 2 I .$3 S ,065.73
fih:! res
V~"'gll:-lrd Long-Term 002R-
Corporate r unci 09872705291 3,456.803 $9.71 $33,565.56 . $120.27 -
InvcslOJ' SJH1r~s
V:1l1gll;lrd Prim-= 0030. 5 J. J 45.240 $ J .00 $5 J ,145.24 $24.92
Money Market Fund 09872705291
Vanguard GNMA Fund 0036- 3,981.214 $10.58 $42, J 21.24 y $128.39 .
Investor Shares 09H72705291
V.:1Jl~unrd }'ennsyJvanill
f.ong- T ~(m Tnx- 0077- J.635.4R8 $ J 1.88 $43..189.60 $125.83
Exempt fund Jnvestor 09872705291
~ h an;:s
V;I n~u:"rf VIlY.lJ;t:r Scn i..:c'J
Pml 0I1i\(' Bo.'( 1I1n, V.IIII')' FUI:~I:. PL'lIlu.ylv;'lIJ;\ J'H~,HllO
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Verizon Communications (VZ)
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---!
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Gal
SET DATE RANGE
Start Date: J Mar ..:.l ~ 12004 Eg. Jan 1, 2003
End Date: J Mar .:J J26 12004
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PRICES
Date Open High Low Close Volume Adj
Close*
.26-Mar-04 36.15 36.25 35.77 36.02 SA 15,700 35.65
25-Mar-04 36.10 36.43 36.08 36.39 5,960,200 36.02
24-Mar-04 35.85 36.64~~5.60 36.04 7,751,300 35.67
---
23-Mar-04 36.40 36.50 35.28 36.06 9,775,900 35.69
· Close price adjusted for dividends and splits.
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Zimmer Holdings Inc (ZMH)
At ~ :OOPM ET: 87.11 + 1.51 (1
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AMEtI1~;'DE A.
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2S-F~e~_ Traj:l~s
Historical Prices
GoJ
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SET DATE RANGE
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Start Date: 1 Mar ..:.Jj23 J2004
End Date; JMar ~ ~ 12004
Eg. Jan 1,
2003
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PRICES
Date Open High Low Close Volume Adj
Close.
26-Mar-04 72.91 72.91 71.40 72.10 812,300 72.10
25-Mar-04 72.11 72.92 71.50 72.91 940,100 72.91
....., "'j
24-Mar-D4 73.40 73.52":':-- 71.50 71.99 1,420,700 71.99
-
23-Mar-D4 72.98 74.03 72.50 73.55 1,544,900 73.55
.. Close price adjusted for dividends and splits.
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http://finance. yahoo. con1/q/hp ?s=Zl\,1H&a=02&b=23 &c=2004&d=02&e= -= ()& f= 2 UCl-4 & g=d
6/2/1004
t':>CITIZENSBANK
1-888-910-4100
Call Citizens' PhoneBank anytime for account information.
current rates and answers to your questions.
U5059 BR289
ELEANOR U COOLIDGE
265 MOORElAND AVE
CARLISLE PA 17013
1
1
Checking Account
Statement
o Of 1
Beginning March 23, 2004
through April 22, 2004
S~_~cki ng
SUMMARY
Batance Calculation
Previous Balance
Checks
Withdrawals
Deposits & Additions
Interest Paid
Current Balance
85, 112. 98
.00 .
85, 112 . 98 -
.00 +
.00 +
.00 '"'
Bolance
Averoge Dojly Balance
79,033.48
Interat
Current Interest Rate
Annual Percentage Yield Earned
Number of Days Interest famed
Interest Earned
!fJtere5t Paid this Year
.~
. (){)J,
14
.00
314.62
TRANSACTION DETAILS
Withdrawals
Other Withdrawals
Date Amount Description
04/05 85,112.98 Closing Withdrawal
Daily Balance
Date
Bat ance
Date
Balance
Date
Ba(lnce
04/05 .00
I NEWS FROM CITIZENS
--NfED HELP FINANCING AN EDUCATION? Call our Education Finance DepartmElnt at 1-800.708-6684 to
learn about products and services for your family. Ask specifically about our NO FEE Federal
Stafford loan for Pennsylvania and Delaware residents.
::_e1:.:~: .~,~l t?. \".'..,~':I
ELEANOR U COOLIDGE
Guaranteed Money Market
610090-081-9
Previous Balance
85,112.98
e
€>
Total Withdrawals
85,112.98
Current Balance
J)t)
Esrtate of Eleanor U Coolidge
ODD 3-24-04
Schedule E #2
Legg Mason Money Markey
Balance per 3-31-04 statement
51,532
Adjust Transfer out 3-29-04
403
Tri-Continel Corp Div 3-25-04
Interest 3-31-04
John Handcock Opportunity Fund Div 3-31-04
M&T Bank Div 3-31-04
Pepco Holdings Div 3-31-04
(16)
(19)
(108)
(721 )
( 117)
50,954
Balance Date of Death
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.
ACCOUNT NO. ACCOUNT TYPE
15004204224361 "&T "ARKET ADVANTAGE
STATEMENT PERIOD
PAGE
FEB.18-HAY.17,2004
1 OF 1
00 0 04345""M 017
16942
ELEANOR U COOLIDGE
265 HOORELAND AVE
CARLISLE PA 17013
INTEREST EARNED FOR ST~TEHc"T PERIOD
INTEREST PAID YEAR TO DATE 408.10
93.44
STOHEHEDGE
BEGINNING DEPOSITS & WITHDRAWALS & OTHER CURRENT ENDING
BALANCE OTHER ADDITIONS SUBTRACTIONS INTEREST PAID BALANCE
NO. I AHOUNT NO. I AHOUNT
95,474.55 01 0.00 11 95,567.98 93.43 0.00
ACCOUNT SUMMARY
POSTING DEPOSITS, INTEREST W/DRAWALS & OTHER DAILY
DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS BALANCE
02-18-04 BEGINNING BALANCE $95,474.55
03-17-04 INTEREST PAY"ENT 64.50 95,539.05
03-31-04 INTEREST PAY"ENT 28.93
03-31-04 CLOSEOUT 95,567.98 0.00
ENDING BALANCE $0.00
ACCOUNT ACTIVITY
ANNUAL PERCENTAGE YIELD EARNED = 0.85 /.
AT "&T BANK, WE ARE CO""ITTED TO PROTECTING YOUR PERSONAL AND fINANCIAL INFORMATION. WHETHER YOU'RE
BANKING ONLINE, BY PHONE OR AT ONE OF OUR BRANCHES WE WANT TO HELP YOU PROTECT YOUR PERSONAL
INFORH~TION AND FINANCIAL ASSETS BY PROVIDING YOU WITH tlELFFUL ADVICE AND TIPS LOC~TED AT
WWW."ANDTBANK.COH/SECURITY IF YOU HAVE ANY QUESTIONS, PLEASE CALL THE "&T TELEPHONE BANKING CENTER AT
1-800-724-2440.
LOOBA (1/03)
st
Send Inquires to:
5000 Louise Drive
PO Box 40
Mechanlcsburg, PA 17055
www.members1st.org
Member's
Statement
of Account
Main Switchboard: (717) 697-1161 or (BOO) 2B3-232B
Call-24: (717) 697-4372 or (BOO) 2B3-4372
TOO: (717) 697-5312 or (BOO) 2B3-2328 ext. 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
MEMBERS 1st
FEDERAL CREDIT UNION
TRANS EFF.
DATE DATE
ELEANOR U COOLIDGE
5000 LOUISE DRIVE
ATT: CENTRAL FILES
MECHANICSBURG, PA 17055
TRANSACTION DESCRIPTION
SUFFIX:OO SAVINGS
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD
/ 1.00%
Account Number
237770
WE HAVE PARTNERED WITH CARLISLE
EVENTS TO PROVIDE YOU WITH THE
OPPORTUNITY TO ATTEND ONE OF
THEIR EVENTS FREE OF CHARGE!
SEE THE ENCLOSED INSERT FOR MORE
INFORMATION.
AMOUNT
BALANCE
25.00
.00
--- ------------------------------------------------------------------------------
SUFFIX:05 INVESTMENT SVGS/MMA
013104 DIVIDEND
022904 DIVIDEND
033104 DIVIDEND
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD
ANNUAL PERCENTAGE YIELD EARNED
/ 1.25%
/ 1.25%
101.41
94.97
101.62
96290.50
96391.91
96486.88
96588.50
298.00
--- ------------------------------------------------------------------------------
FOR 2004
* IRA YTD * OTHER YTD * TOTAL YTD * TOTAL YTD * TOTAu YTD *
DIVIDENDS DIVIDENDS DIVIDENDS WITHHOLDING FORFEITURES
.00
298.00
298.00
.00
.00
NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION.
r
M',
, , - '. . " ":
- 't -- ,--~f(
THNa.nguarck.ROUr..
Eleanor U. Coolidge
rv1arch 31, 2004, year-to-date
Vanguard Prime Money Market Fund
DIREC11~D BENEFICJARY PLAN
(800) 284-7245 - Voyager Service
Fund nutnber: 30
...~ccount number: 9872705291
Statement nurnber: 508403000
ACCOUNT VALUE
On 12/31/2003
$ 51,145.24
1/30
2/27
3/31
Trade date __l!~~,~!~_.__..__._..__...._. .."_""-- ____.._......... ...._.____-9.~I!~r..~~~':!.':'.!.____ Share .P!.~~____ __.?b.~r es transacted
Balance on 12/31/2003 $ 1.00
Income dividend ACH $ 33.10
Income dividend ACH 30.31
Income dividend ACH 32.14
Balance on 3/31/2004
Income dividends
$ 95.55
VANGUARD PRIME MONEY MARKET FUND
*00 not alter this Invest-By-MaU slip.
'VIsI www.vanguard.com or call to change your address.
separately.
O [---"-1 [I 0 0: ,-"'1 [Oodl. DO
, __ .___ , . ......._._. _.__... _J
$ 0 O-["lOi onrl.O;---]
, ._.... , L-J l--J .....i L....
$ [J,[l[JO,D[J[J.DL~~]
$ r"', '-oe]' r~'-"'I!-lfl OOl
L.-.J , L__J __J , L-._ L.........i ......._.. ._._ __J
0_., r--J [".....--' rJ [.ll........-..-; (----1 r-J ['-"1
, l_ .........1 :.......... ,.............._...1 .~ · L__ _-1
Ust each check $
Total amount $
00301
0'872705291
308
$ 1 .00
January
February
March
Annualized Compound Distribution
yield annu~J yie~'p'~ya~~~ da~
O.760k 0.76010 2/02/2004
0.75 0.75 3/01/2004
0.74 0.74 4/01/2004
Directed Beneficiary
Plan
Eleanor U. Coolidge
Pa gc 2 of 6
On 3/31/2004
$ 51,145.24
Tota.L~~L~~ .~\.Y..~.Q
51,145.240
51,145.240
51,145.240
51,145.240
51 t 145.240
.
.
Fund I Account no.
0030 / 09872705291
Make checks payable to: The Vanguard Group. 0030
VANGUARD VOYAGER SERVICE
PO BOX 13750
PHILADELPHIA PA 19101-9897
'...11'.1.....1111......111.1..1111.1.1..1.111.1.1.1
2
2 - 6
3073 316B M3 '1 X
017897
III~ II 1111111 II 111111111111 m //1111 ~1I11 ,~ 11/1 m I~ I ~IIIIIIII
.
VIWay~qint
p.o. Box 1711. Harrisburg. Pennsylvania 17105-1711
Member FDIC
ELEANOR U COOLIDGE
265 MOORELAND AVE
CARLISLE PA 17013-3752
017-14
RELATIONSHIP CHECKING OFFERS CD BONUS RATES. LOAN
DISCOUNT RATES AND MANY MORE BENEFITS. STOP BY YOUR
LOCAL BRANCH TODAY, OR CALL US AT 1-866-WAYPOINT
(1-866-929-7646) .
ACCOUNT TYPE OF ACCOUNT
4100009118 GMFA 30 DAY
STATEMENT DATE
3-31-04
AVERAGE BALANCE
90.660.56
----------------------------------------------------------------------------
7(
DATE
3/02
3/02
3/02
3/30
3/31
3/31
PREVIOUS BALANCE
DEPOSITS
WITHDRAWALS
CHARGES
INTEREST
ENDING BAL.~NCE
3/02
* - - - - - - - - -INTEREST SUMMARY- -
INTEREST EARNED FROM 2/29/04 TO 3/31/04
DAYS IN PERIOD
INTEREST EARNED
ANNUAL PERCENTAGE YIELD EARNED
INTEREST PAID THIS YEAR
INTEREST WITHHELD THIS YEAR
- - - - - - TRANSACTION SUMMARY-
TRANSACTION DEPOSITS/
DESCRIPTION CREDITS
ELECTRONIC TRANSACTION 188.81
VGI-LT CORP IN INVESTMENT
ELECTRONIC TRANSACTION 117.05
VGI-PA LT INV INVESTMENT
ELECTRONIC TRANSACTION 104.98
VGI-IT TRSY IN INVESTMENT
ELECTRONIC TRANSACTION 67.30
VGI-GNMA INV INVESTMENT
ELECTRONIC TRANSACTION
VGI.WELLESLY I INVESTMENT
CLOSE OUT WITHDRAWAL
INTEREST PAYMENT
CHECKS/
DEBITS
545.13
37 . 91
91256.87
!H^NK YOU FOR BANKING AT WAYPOINT BANK
90,195.69
1.023.27
91,256.87
.00
37.91
.00
"If
31
39.19
.51 %
115.23
.00
*
BALANCE
90384.50
90501.55
90606.53
90673.83
91218.96
37.91-
.00
)0-502 (8102)
Customer Service Toll-Free 1-866-WAYPOINT (1-866-929-7646) . In York Area 717/815-4500
www.waypointbank.com
"" Way~qi.PJ
P.O. Box 1711. Harrisburg. Pennsylvania 17105-1711
Member FDIC
ELEANOR U COOLIDGE
265 MOORELAND AVE
CARLISLE PA 17013-3752
013-180
RELATIONSHIP CHECKING OFFERS CD BONUS RATES. LOAN
DISCOUNT RATES AND MANY MORE BENEFITS. STOP BY YOUR
LOCAL BRANCH TODAY. OR CALL US AT 1-866-WAYPOINT
(1-866-929-7646).
ACCOUNT TYPE OF ACCOUNT
100342583 FOCUS FIFTY
STATEMENT DATE
3-28-04
AVERAGE BALANCE
14.942.39
----------------------------------------------------------------------------
*
DATE
3/02
3/02
3/02
3/02
3/03
3/04
3/09
3/09
3/11
3/15
3/16
3/16
'1: _ _ _ - - - - - - - - - I NTEREST SUMMARY - - - - - - - - -
INTEREST EARNED FROM 2/29/04 TO 3/28/04
DAYS IN PERIOD
INTEREST EARNED
ANNUAL PERCENTAGE YIELD EARNED
INTEREST PAID THIS YEAR
INTEREST WITHHELD THIS YEAR
- - - - - - - - - TRANSACTION SUMMARY- - - - - -
TRANSACTION DEPOSITS/
DESCRIPTION CREDITS
ELECTRONIC TRANSACTION 169.05
VGI-GNMA INV INVESTMENT
ELECTRONIC TRANSACTION 151.72
VGI-PA LT INV INVESTMENT
ELECTRONIC TRANSACTION 145.90
VGI-LT CORP IN INVESTMENT
ELECTRONIC TRANSACTION 30.31
VGI-PRIME MM INVESTMENT
CHECK 713
ELECTRONIC TRANSACTION
US TREASURY 303 sac SEC
CHECK 721
ELECTRONIC TRANSACTION
LEGG MASON WOOD BRKRGE DIV
ELECTRONIC TRANSACTION
LEGG MASON WOOD BRKRGE DIV
CHECK 722
DEPOSIT
ELECTRONIC
LEGG MASON
ELECTRONIC
LEGG MASON
PREVIOUS BALANCE
DEPOSITS
WITHDRAWALS
CHARGES
INTEREST
ENDING BALANCE
3/02
895.00
478.00
52.00
376.66
TRANSACTION 600.00
WOOD BRKRGE DIV
TRANSACTION 468.63
WOOD BRKRGE DIV
CONTINUED ON NEXT PAGE
CHECKSI
DEBITS
20.00
12 .18
15.00
17.908.45
4.894.12
17.307.12
.00
1 .71
5.497.16
*
28
1.71
. 15 %
7.29
.00
*
BALANCE
18077.50
18229.22
18375.12
18405.43
18385.43
19280.43
19268.25
19746.25
19798.25
19783.25
20159.91
20759.91
21228.54
~OD-502 (&'02)
Customer Service Toll-Free 1-866-WAYPOINT (1-866-929-7646) . In York Area 717/815-4500
www.waypointbank.com
~IWay~qi!'J
p.o. Box 1711. Harrisburg. Pennsylvania 17105-1711
Member FDIC
ELEANOR U COOLIDGE
STATEMENT DATE
3-28-04
FOCUS FIFTY
100342583
013-180 PAGE 2
3 17 CHECK 725 4000.00 17228.54
3 17 CHECK 724 3629.06 13599.48
3 18 CHECK 727 4000.00 9599.48
3 18 CHECK 723 50.48 9549.00
3 23 ELECTRONIC TRANSACTION 849.94 10398.94
LEGG MASON WOOD BRKRGE DIV
3/23 ELECTRONIC TRANSACTION 676.91 11075.85
LEGG MASON WOOD BRKRGE DIV
3 23 CHECK 726 4000.00 7075.85
3 23 CHECK 728 800.00 6275.85
3 23 CHECK 731 380.00 5895.85
3 23 CHECK 730 190.00 5705.85
3 23 CHECK 729 181.58 5524.27
3 23 CHECK 733 23.82 5500.45
3 23 CHECK 732 5.00 5495.45
3 28 INTEREST PAYMENT 1.71 5497.16
* - - - .. - - , - - - - -CHECKS PAID- - - - .*
NO. DATE AMOUNT NO. DATE AMOUNT
713 3-02 20.00 727 3-18 4000.00
721* 3-04 12 . 18 728 3-23 800.00
722 3 - 11 15.00 729 3-23 181.58
723 3-18 50.48 730 3-23 190.00
724 3-17 3629.06 731 3-23 380.00
725 3 - 1 7 4000.00 732 3-23 5.00
726 3.23 4000.00 733 3-23 23.82
THANK YOU FOR BANKING AT WAYPOINT BANK
OD-S02l8lO2)
Customer Service Toll-Free 1-866-WAYPOINT (1-866-929-7646) . In York Area 717/815-4500
www.waypointbank.com
Y-IWayRRi,pJ
~O. Box 1711. Harrisburg. Pennsylvania 17105-1711
Member FDIC
STATEMENT DATE
3-25-04
ELEANOR U COOLIDGE
OR WARREN F COOLIDGE
265 MOORELAND AVE
CARLISLE PA 17013-3752
011-730
RELATIONSHIP CHECKING OFFERS CD BONUS RATES. LOAN
DISCOUNT RATES AND MANY MORE BENEFITS. STOP BY YOUR
LOCAL BRANCH TODAY. OR CALL US AT 1-866-WAYPOINT
(1-866-929-7646).
,
ACCOUNT TYPE OF ACCOUNT
1705006386 GMFA 30 DAY
AVERAGE BALANCE
46.518.72
----------------------------------------------------------------------------
PREVIOUS BALANCE 46,518.72
DEPOSITS .00
wiTHDRAwALS .00
CHARGES .00
INTEREST 18.86
ENDING BALANCE 46,537.58
* - - - - - - - - . - - -INTEREST SUMMARY- - - .. - - - - - - - - *
INTEREST EARNED FROM 2/25/04 TO 3/25/04
DAYS IN PERIOD 29
INTEREST EARNED 18.86
ANNUAL PERCENTAGE YIELD EARNED .51 %
INTEREST PAID THIS YEAR 60.21
INTEREST WITHHELD THIS YEAR .00
* - - - - - - - - TRANSACTION SUMMARY- - .. .. .. - .. - ... .. *
TRANSACTION DEPOSITS! CHECKS!
DATE DESCRIPTION CREDITS DEBITS BALANCE
3/25 INTEREST PAYMENT 18.86 46537.58
THANK YOU FOR BANKING AT WAYPOINT BANK
00..502 (8102)
Customer Service Toll-Free 1-866-WAYPOINT (1-866-929-7646) . In York Area 717/815-4500
www.waypointbank.com
A-M~ND6.D
.
Form 706 United States Estate (and Generation-Skipping
Transfer) Tax Return
(Rev. August 2004) Estate of a citizen or resident of the United States (see separate Instructions).
Department of the Treasury To be filed for decedents dying after December 31,2003, and before January 1, 2005.
Internal Revenue SfI'f'Ice For Paperwork Reduction Act Notice, see the separate Instructions.
1 a Decedent's first name and middle initial (and maiden name, if any) 1 b Decedent's last name
OMS No. 1545-0015
2 Decedent's Social Security No.
Executor's address (number and street including apartment or suite no. or rural
route; city, town, or post office; state; and ZIP code) and phone no.
... ELEANOR U UHLAND
.s 3a County, state, and ZIP code, or foreign country. of legal
~ residence (domicile) at time of death
CD
)(
w 6a Name of executor (see page 3 of the instructions)
"'C
c
ftI
C
CD
"2 6c Executor's social security number (see page 3 of the instructions)
u
CD
C
COOLIDGE
3 b Year domicile established
THOMAS COOLIDGE
265 MOORELAND AVE
206-36-5500
CARLISLE, PA 17013
Phone no.
~ 7a Name and location of court where will was probated or estate administered
~ REGISTER OF WILLS CUMBERLAND CO PA
a.. 8 If decedent died testate, check here ~ X and attach a certified co
1 0 If Schedule R.1 is attached, check here ~
1 Total gross estate less exclusion (from Part 5, Recapitulation, page 3, item 12)
2 Total allowable deductions (from Part 5, Recapitulation, page 3, item 22). . . . .
3 Taxable estate (subtract line 2 from line 1). . . . . . . . . . . . . . . . . . . .
4 Adjusted taxable gifts (total taxable gifts (within the meaning of section 2503) made by the decedent
after December 31, 1976, other than gifts that are includible in decedent's gross estate (section 2001 (b))).
5 Add lines 3 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Tentative tax on the amount on line 5 from Table A on page 4 of the instructions. . . . . . . . . . . .
7 Total gift tax payable with respect to gifts made by the decedent after December 31, 1976. Include gift
taxes by the decedent's spouse for such spouse's share of split gifts (section 2513) only if the decedent
was the donor of these gifts and they are includible in the decedent's gross estate (see instructions). . .
8 Gross estate tax (subtract line 7 from line 6). . . . . . . . . . . . . . . .
9 Maximum unified credit (applicable credit amount) against estate tax .. .
c: 10 Adjustment to unified credit (applicable credit amount). (This adjustment
o may not exceed $6,000. See page 5 of the instructions.). . . . . . . . . 10
~
&. 11 Allowable unified credit (applicable credit amount) (subtract line 10 from line 9) . . . . . .
g 12 Subtract line 11 from line 8 (but do not enter less than zero) . . . . . . . . . . . . . . . .
~ 13 Credit for state death taxes (cannot exceed line 12). Attach credit evidence (see instructions). Figure
~ the credit by using the amount on line 3 less $60,000. See Table 8 in the instructions.
N Enter the amount here from Table B ~ _ _ _ _ _ _ _ _ _ _6_2...1_2_0_7_ x .25
~ 14 Subtract line 13 from line 12 . . . . . . . . . . . . . . . . . . .
Q. 1 5 Credit for Federal gift taxes on pre-1977 gifts (section 2012) (attach
computation) .. . . . . . . . . . . . . . . . . . . . .
16 Credit for foreign death taxes (from Schedule(s) Pl. (Attach
Form(s) 706-CE.). . . . . . . . . . . . . . . . . .
17 Credit for tax on prior transfers (from Schedule Q) . .
18 Total (add lines 15,16, and 17). . . . . . . . . . .
19 Net estate tax (subtract line 18 from line 14) . . . .
20 Generation-skipping transfer taxes (from Schedule R, Part 2. line 10) .
21 Total transfer taxes (add lines 19 and 20) . . . . . . . . . . . . .
22 Prior payments. Explain in an attached statement . . . . . . . . . 22 0
23 United States Treasury bonds redeemed in payment of estate tax 23 0
24 Total (add lines 22 and 23). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 24 0
25 Balance due or over a ment subtract line 24 from line 21 . . . . . . . . . . . . . . .. 25 0
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true. correct, and complete. Declaration of preparer other than the executor is based on all information of which preparer has any knowledge.
9
Case number
1
2
3
4
5
6
7
8
541 065
9
555 800
o
11
12
555 800
o
~ 13
14
o
o
. . . . .. 15
o
16
17
o
o
18
19
20
21
o
o
o
o
2-27-01,
Date
1-/---0'-
o
C).J-.- ~ 't' e
.1 It .:J \
Address (and ZIP code)
'1, - 1....'1_0'-
Date
JSA.
3R8100 3000
'Estate of BLBANOR U UHLAND COOLIDGE
Name
Address
Tax ID
202-20-1460
Executors (Page 2)
PHILIP COOLIDGE
KEN MAR MOTEL
17788 CUMBERLAND HWY
NEWBURG, PA 17240
206-36-1444
..
Form 706 (Rev. 8-2004)
Estate of: ELEANOR U UHLAND COOLIDGE
Part 3 - Elections by the Executor
202-20-1460
Please check the "Yes" or "No" box for each Question. (See instructions beginning on page 6.) Yes No
1 Do YOU elect alternate valuation? 1 X
2 Do you elect special use valuation? X
If "Yes," YOU must complete and attach Schedule A-1. 2
3 Do you elect to pay the taxes in installments as described in section 6166? X
If "Yes," YOU must attach the additional information described on Dace 10 of the instructions. 3
4 Do you elect to postpone the part of the taxes attributable to a reversionary or remainder interest as described in
section 6163? . 4 X
Part 4 - General Information (Note: Please attach the necessary supplemental documents. You must attach the death certificate.)
(See instructions on page 10.)
Authorization to receive confidential tax information under Regs. sec. 601.504(b)(2)(i); to act as the estate's representative before the IRS; and to make
written or oral presentations on behalf of the estate if retum prepared by an attomey, accountant, or enrolled agent for the executor:
Name of representative (print or type) State Address (number, street, and room or suite no., city, state, and ZIP code)
MICHAEL B DEVLIN
I declare that I am the attorneyl X certified public accountantl enrolled agent (you must check the applicable box) for the executor and prepared
this return for the executor. I am not under suspension or disbarment from practice before the Intemal Revenue Service and am qualified to practice in the state shown
ab
Signa re
POBOX 668
p
PA
Date
- 7 \... ~~
1 Death certificate number and issuing authority (attach a copy of the death certificate to this return).
SUBMITTED WITH ORIGINAL RETURN
2 Decedent's business or occupation. If retired, check here ~ X and state decedent's former business or occupation.
HOMEMAKER
3 Marital status of the decedent at time of death:
D Married
~ Widow or widower - Name, SSN, and date of death of deceased spouse ~-~~~-:[_CQQt.It>G~________________________
J~J:J~:)J~~-_________________________________~]jJ~J_~~Q!_______________________________
Single
Legally separated
Divorced - Date divorce decree became final ~
4a Surviving spouse's name
4b Social security number
4c Amount received (see page 10 of the instructions)
o
5 Individuals (other than the surviving spouse), trusts, or other estates who receive benefits from the estate (do not include charitable beneficiaries
shown in Schedule 0) (see instructions). For Privacy Act Notice (applicable to individual beneficiaries only), see the Instructions for Form 1040.
Name of individual, trust, or estate receiving $5.000 or more Identifying number Relationship to decedent Amount (see instructions)
TOW ELEANOR U COOLIDGE Trust 1,465,733
All unascertainable beneficiaries and those who receive less than $5 000 . .~ 0
Total. 1.465 733
Please check the "Yes" or "No" box for each question. Yes No
6 Does the gross estate contain any section 2044 property (qualified terminable interest property (QTIP) from a prior gift or
estate) (see Daoe 11 of the instructions)? . X
(continued on next page)
JSA.
3R8101 2.000
Page 2
Form 706 (Rev. 8-2004)
Part 4 · General Information (continued)
Pleasechecll the "Yes" or "No" box for each question. Yes No
7 a Have Federal gift tax returns ever been filed? o 0 ....... ........ .......... .............. ...... X
If "Yes," please attach copies of the returns, if available, and furnish the following information:
7b Period(s) covered Ire Internal Revenue offrce(s) where filed
If you answer "Yes" to any of questions 8-16, you must attach additional Information as described in the instructions.
8a Was there any insurance on the decedent's life that is not included on the return as part of the gross estate? .. .. .. .. .. .. .. .. .. .. .. .. .. X
b Did the decedent own any insurance on the life of another that is not included in the gross estate? ......... ......... X
9 Did the decedent at the time of death own any property as a joint tenant with right of survivorship in which (a) one or more
of the other joint tenants was someone other than the decedent's spouse, and (b) less than the full value of the property is
included on the return as part of the gross estate? If "Ves," you must complete and attach Schedule E 0 0 0 0 0 0 . 0 . . . 0 . . 0 . 0 X
10 Did the decedent, at the time of death, own any interest in a partnership or unincorporated business or any stock in an inactive
or closelv held corporation? .............. .......... .......... .... ... ... ....... ... . .. .. .. .. .. X
11 Did the decedent make any transfer described in section 2035, 2036, 2037. or 2038 (see the instructions for Schedule G
beginning on page 13 of the separate instructions)? If "Ves," you must complete and attach Schedule G 0 ......... .. .. .. .. .. .. X
12 Were there in existence at the time of the decedent's death:
a Any trusts created by the decedent during his or her lifetime? ............ .............. ............ o 0 0 X
b Any trusts not created by the decedent under which the decedent possessed any power, beneficial interest, or trusteeship? 0 o 0 0 X
13 Did the decedent ever possess, exercise, or release any general power of appointment? If ''Yes," you must complete and attach Schedule H . . . . o 0 . X
14 Was the marital dedudion computed under the transitional rule of Public Law 97-34, section 403(e)(3) (Economic Recovery Tax Act of 1981)? 0 X
If "Yes," attach a separate computation of the marital deduction, enter the amount on item 20 of the Recapitulation, and note
on item 20 "comoutation attached."
15 Was the decedent. immediately before death, receiving an annuity described in the "General" paragraph of the instructions
for Schedule I? If "Ves," YOU must complete and attach Schedule I ... ... ...... ..... ........ ... ... ... X
16 Was the decedent ever the beneficiary of a trust for which a deduction was claimed by the estate of a pre-deceased spouse
under section 2056lbH7\ and which is not reoorted on this return? If "Yes" attach an eXDlanation 0 0 0 0 0 0 0 0 . . . 0 0 . 0 0 . . 0 X
Part 5 - Recapitulation
Item Gross estate Alternate value Value at date of death
number
1 Schedule A - Real Estate 0 o 0 o 0 o . o 0 . . . . o . . . 0 o . 1 0
2 Schedule B - Stocks and Bonds 0 o . o 0 o 0 ...... . . . . . 0 . . 2 900 423
3 Schedule C - Mortgages, Notes, and Cash. . 0 o 0 . . . . o 0 . 0 0 . 0 3 565 310
4 Schedule D - Insurance on the Decedent's Life (attach Form(s) 712) o 0 . . 0 4 0
5 Schedule E - Jointly Owned Property (attach Form(s) 712 for life insurance). 0 . 0 . 5 0
6 Schedule F - Other Miscellaneous Property (attach Form(s) 712 for life insurance). 0 6 0
7 Schedule G - Transfers During Decedent's Life (att. Form(s) 712 for life insurance) 7 0
8 Schedule H - Powers of Appointment . o . . 0 . . . o 0 . o . o . 8 0
9 Schedule I - Annuities o . . . . . . 0 o 0 . 0 . . . . . . . . . 0 . 9 0
10 Total Qross estate (add items 1 through 9). . 0 . 0 . . . o . o . . . 10 1 465.733
11 Schedule U - Qualified Conservation Easement Exclusion . . . . . . . . . 0 o . 0 11 0
12 Total gross estate less exclusion (subtract item 11 from item 10). Enter here and
on line 1 of Part 2 - Tax Computation 0 o 0 o 0 o . . o 0 0 ......... 12 1 465.733
Item
number Dedudions Amount
13 Schedule J - Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims . 0 . 13 0
14 Schedule K - Debts of the Decedent . 0 o . . . . . 0 . 0 . . . . . . . . . . . 0 14 0
15 Schedule K - Mortgages and liens o 0 0 . 0 o . . . 0 . ....... . . . 0 0 o . 0 15 0
16 Total of items 13 through 15 0 . 0 ........ o 0 0 . . . . . . 0 0 ........... 16 0
o 0 . o 0 0
17 Allowable amount of deductions from item 16 (see the instructions for item 17 of the Recapitulation) 17 0
o 0 o 0
18 Schedule L - Net Losses During Administration o 0 . 0 . . 0 . . . . . o 0 0 . . o . . . . . . 18 0
o 0 . o 0
19 Schedule L - Expenses Incurred in Administering Property Not Subject to Claims 0 . . . . . 0 . o 0 19 0
20 Schedule M - Bequests, etc., to Surviving Spouse o 0 . 0 ....... . . . . . o 0 0 . 0 . . o 0 20 0
21 Schedule 0 - Charitable Public, and Similar Gifts and Beauests . . . . ..... o . . . . . . . . 0 21 0
22 Total allowable deductions (add items 17 throuah 21). Enter here and on line 2 of the Tax Computation 0 . 0 22 0
Page 3
JSA
3R81021.oo0
Form 706 (Rev. 8-2004)
Estate of: ELEANOR U UHLAND COOLIDGE 202-20-1460
· SCHEDULE B - Stocks and Bonds
(For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.)
Item
number
Description including face amount of bonds or number of shares and par
value where needed for identification. Give 9~djgit CUSIP number.
CUSIP number
Unit value
Alternate
valuation date
Alternate value
Value at date
of death
1 804 Shares
AIM COUNSELOR SER INVESCO
HEALTH FUND
3 930 Shares
ALLIED IRISH
14.5697 11,714
12.9250 2,585
29.2000 27,156
4.1007 1,874
26.4300 10,572
48.8197 38,714
29.8200 5,964
24.0450 28,854
2 200 Shares
ALLEGHENEY ENERGY
4 457 Shares
AQUILA INC
5 400 Shares
BELL SOUTH
6 793 Shares
BP PLC
7 200 Shares
BP PRUDHOE BAY ROYALTY TRUST
8 1,200 Shares
BRISTOL MYERS SQUIBB
9 20,000 Par
CARMICHAELS PA SCHOOL
DISTRICT
102.3600
20,472
10 231 Shares
CHEVRON TEXACO
86.5584
19,995
11 20,000 Par
COLONIAL PENN SCHOOL
DISTRICT G/O BOND
100.0000
20,000
12 178 Shares
DEL MONTE FOODS
10.8989
1,940
13 600 Shares
DOMINION RESOURCES
62.7250
37,635
14 450 Shares
DUKE ENERGY
21.8844
9,848
Total from continuation schedules (or additional sheets) attached to this schedule. . . . . . . . . .
663 100
TOT AL. (Also enter on Part 5, Recapitulation, page 3, at item 2.) . . . . . . . . . . . . . . . . . . .
900.423
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule 8 are in the separate instructions.) Schedule B - Page 12
JSA
3R81081.000
Farm 706 (Rev. 8-2004) (Make copies of this schedule before completing it if you will need more than one schedule.)
Estate of: ELEANOR U UHLAND COOLIDGE 202-20-1460
CONTINUATION SCHEDULE
Item Description Unit value Alternate Value at date of
number For securities, give CUSIP number. (Sch. B, E, or G valuation date Alternate value death or amount
only) deductible
15 20,000 Par
EAST PENN PA SCHOOL DISTRICT 106.3500 21,270
16 100.238 Shares
EVERGREEN INVST DIV BOND FD 15.7126 1,575
17 1,200 Shares
EXXON MOBIL 40.4250 48,510
18 200 Shares
FPL GROUP 66.0700 13,214
19 20,000 Par
GETTYSBURG PA NUNI AUTH 100.2600 20,052
20 400 Shares
H J HEINZ 36.6500 14,660
2l. 400 Shares
JOHN HANCOCK OPPORTUNITY FUND 9.9400 3,976
Dividend accrued on 3/24/2004 108
22 306 Shares
KONINKLIJKE AHOLD 7.8203 2,393
23 1,803 Shares
M & T BANK 89.3001 161,008
Dividend accrued on 3/24/2004 721
24 10,000 Par,
PA STATE HIGHER EDUC FAC AUTH 109.6800 10,968
25 20,000 Par
PA STATE HIGHER EDUC FAC AUTH BOND 113.0550 22,611
26 10,000 Par
PA STATE HIGHER EDUC FACIL 103.8200 10,382
27 200 Shares
PENNSYLVANIA REIT 36.3700 7,274
28 468 Shares
PEPCO HOLDINGS INC 20.1560 9,433
Dividend accrued on 3/24/2004 117
29 600 Shares
PETROLEUM & RESOURCES CORP 23.5900 14,154
TOTAL. (Carry forward to main schedule.). .. .............. ... .... ..." ... ':lfi? 426
Continuation of Schedule B CPaqe 2)
(Enter letter of schedule you are continuing,)
See the Instructions on the reverse Side.
JSA
3R8130 1.000
Continuation Schedule - Page 39
FOlm 706 (Rev. 8-2004) (Make copies of this schedule before completing it if you will need more than one schedule.)
Estate of: ELEANOR U UHLAND COOLIDGE 202-20-1460
CONTINUATION SCHEDULE
...
Item
number
30
31
32
33
34
35
36
37
38
39
Continuation of Schedule B (Paqe 3)
(Enter letter of schedule you are continuing.)
Description
For securities, give CUSIP number.
Unit value Alternate
(Sch. B, E. or G valuation date
only)
Alternate value
Value at date of
death or amount
deductible
20,000 Par
PITTSBURGH & ALLEGHENEY CNTY
103.0950
20,619
100 Shares
PPL
44.5300
4,453
1,000 Shares
ROYAL DUTCH PETROLEUM
46.2050
46,205
200 Shares
SCANA CORP
34.9550
6,991
300 Shares
TECO ENERGY INC
14.3367
4,301
10,000 Par
TOWANDA HUNI AUTH
100.2900
10,029
405 Shares
TRI-CONTINENTAL CORP
Dividend accrued on 3/24/2004
16.7309
6,776
16
450 Shares
UGI CORP
32.1356
14,461
3,981.214 Shares
VANGUARD GNMA FUND 0036-09872705291
Dividend accrued on 3/24/2004
10.5799
42,121
128
3,456.803 Shares
VANGUARD LT CORP FUND 0028-
09872705291
Dividend accrued on 3/24/2004
9.7101
33,566
120
40 3,635.488 Shares
VANGUARD PA LT TAX-EXEMPT FUND 0077-
09872705291 11.8801 43,190
Dividend accrued on 3/24/2004 126
41 644 Shares
VERIZON COMMUNICATIONS 36.1196 23,261
42 1,653.24 Shares
VANGUARD WELLESLEY FUND 0027-
09872706291 21.2099 35,065
Dividend accrued on 3/24/2004 545
TOTAL. (Carry forward to main schedule.). .
See the instructions on the reverse Side.
JSA
3R8130 1 000
?Q1 973
Continuation Schedule - Page 39
Focm 706 (Rev. 8.2004) (Make copies of this schedule before completing it if you will need more than one schedule.)
Estate of: ELEANOR U UHLAND COOLIDGE 202-20-1460
CONTINUATION SCHEDULE
.,
Continuation of Schedule B (Paqe 4)
(Enter letter of schedule you are continuing.)
Item Description Unit value Alternate Value at date of
number For securities. give CUSIP number. (Sch. B, E, or G valuation date Alternate value death or amount
only) deductible
43 120 Shares
ZIMMER HOLDINGS INC 72.5083 8,701
TOTAL. (Carry forward to main schedule.) . . ............. ...... I................... B 701
See the instructions on the reverse side.
JSA
3R8130 1.000
Continuation Schedule - Page 39
...
.F orm 706 (Rev. 8-2004)
~ Estate of: ELEANOR U UHLAND COOLIDGE
202-20-1460
'"
SCHEDULE C - Mortgages, Notes, and Cash
(For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.)
8
Item Description Alternate Alternate value
number valuation date Value at date of death
1 CITIZENS BANK # 610090-081-9 85,113
2 LEGG MASON MONEY MARKET 50,954
Interest accrued to 3/24/2004 19
3 M & T BANK - SAVINGS 15004204224361 95,539
Interest accrued to 3/24/2004 29
4 MEMBERS FIRST FeU #23772 96,589
5 1 Par
MORTGAGE - THOMAS & BETH COOLIDGE
Rate: 0.0000 %
Unit Value: 4,315,000.0000 43,150
6 VANGUARD PRIME MONEY MARKET 51,145
Interest accrued to 3/24/2004 25
WAYPOINT BANK #4100009118 90,674
Interest accrued to 3/24/2004 38
WAYPOINT BANK - CHECKING 100342583 5,495
Interest accrued to 3/24/2004 2
WAYPOINT BANK # 1705006386 46,538
Total from continuation schedules (or additional sheets) attached to this schedule. . . . . . . . 0
TOTAL. (Also enter on Part 5 Recaoitulation oaae 3 at item 3.). . . . . . . . . . . . . . . . . . 565,310
7
9
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(See the instructions on the reverse side.)
~~~109 1000 Schedule C - Page 13
. "
J...J -0 if.- iJ (J I
_ Recorded OrlcC of
LAST WILL A~~ TEST AMENJAeglster of \NllIs
ELEANOR U. COOLIDGE
004 MAR 29 1\11:47
I, ELEANOR U. COOLIDGE, wIdow, formerly of 365 Walnut Street III the Borough of
CarlIsle, and now of Green RIdge VIllage m West PennsborG...'iI~wnshIp, tioth~ of.rCumberland
County, Pennsylvama, bemg of sound and dIsposmg mmd, mem~anrHunderstandlljg, do hereby
make, publish and declare thIS as and for my Last WIll and Testament, hereby revokmg and makmg
VOId any and all WIlls by me at any time heretofore made
1 I dIrect my herem after named Executor or Executors to pay all of my Just debts and
funeral expenses as soon after my death as may be found convement to do so
2 All of the furmture and household goods and furmshmgs of mme whIch were prevIOusly
located In my home at 365 Walnut Street In Carhsle, have eIther been gIven by me to the persons I
wIsh to have them or are beIng sold by my attorney-m-fact, Thomas E CoolIdge, at whIch all three
of my children are authorIzed to bId for the same 10 accordance wIth arrangements I have agreed to
with my attorney-m-fact
3 All of the rest, residue and remamder of my estate, real, personal and mIxed, and
wheresoever the same may be sItuate, I give, deVise, and bequeath to my heremafter named Trustees,
In trust, to receIve and to Invest the same) wIth a vIew to selectIng ~uch mvestments which WIll tend
to preserve the purchasmg power of the corpus consIstent With prudent management and such that
the corpus as a whole WIll YIeld a reasonable annual mcome consIstent WIth then prevaIlmg
Investment condItLons, to be dIvIded Into two equal shares as follows
a) One (1) share for the benefIt of my son, Pluhp W Coohdge, the
mcome from WhlCh shall be paid to him semI-annually until hiS oldest chlld
shall attam 18 years of age, at WhICh tLme the Trust shall be dIvIded mto
equal shares for each of hIS then hvmg children and the Income from all of
such shares shall contmue to be paId to hIm so long as he shall hve, except
that from the prIncIpal of the share of any such child of hiS the Trustees or
surVIVIng Trustee may expend from pnncIpal whatever amount or amounts
the Trustees or Trustee shall deem reasonable or desuable to be expended
for the proper educatIon of such chIld of Phlhp W Coohdge, provIded the
then hvmg parents of such chIld shall request and approve such dIstnbuUon
from pnncIpal, and upon the death of my son, PhilIp W CoolIdge, the
Trust shall termmate and the amounts then held for the benefit of each of
hIS children shall be paid as follows The Income shaH be paId semI-
annually to the person entitled to the pnnclpal thereof and one-thud (113) of
the pnncIpal thereof as then constItuted shall be paId to the Income
benefICIary upon that benefIcIary attammg 25 years of age, and upon that
benefIcIary attammg 30 years of age one-half (112) of the corpus of that
benefIcIary's share as then constItuted shall be paId to that benefIciary, and
upon the benefICIary attammg 35 years of age the balance of the corpus of
that beneficiary's share shall be dlstnbuted but m the event any chtld of
Phlhp W Coohdge for whom an allocatIOn of prInCipal has been made
should become deceased then the share to whIch such deceased chIld would
have been entItled to receive shall be ImmedIately paid to or for the benefit
of the Issue of that chIld) per stl!pes, and If there be no such Issue then to
the representative of the estate of that chlld for dlstnbutIon In accordance
WIth that chIld's WIll, If any, otherWise to the person or persons entItled to
receive the same under the mtestate law of the JunsdIctIOn In WhICh that
person was domICIled at the tIme of hIS or her death
b) One (1) share for the benefIt of my son, Thomas E CoolIdge, the
Income from WhICh shall be paId to him semi-annually unttl hIS oldest chIld
shall attam 18 years of age, at WhICh tIme the Trust shall be dIVided Into
equal shares for each of hIS then 11 vmg chIldren and the mcome from all of
such shares shall contmue to be paId to hIm so long as he shall hve, except
that from the prmclpal of the share of any such child of hIS the Trustees or
SUrVIVing Trustee may expend from pnncIpal whatever amount or amounts
the Trustees or Trustee shall deem reasonable or deSIrable to be expended
for the proper educatIon of such child of Thomas E Coohdge, prOVIded the
then hvmg parents of such child shall request and approve such dlstnbutlOn
from pnncIpal, and upon the death of my son, Thomas E CoolIdge, the
Page 1 of 4 Pages
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Trust shall termmate and the amounts then held for the benefIt of each of
hIS chtldren shall be paId as follows' The mcome shall be paId semI-
annually to the person entItled to the pnncIpal thereof and one-thIrd (1/3) of
the pnncIpal thereof as then constttuted shall be paId to the Income
beneficIary upon that benefIcIary attammg 25 years of age, and upon that
benefIcIary attammg 30 years of age one-half (1/2) of the corpus of that
benefIciary's share as then constituted shall be paId to that benefIcIary, and
upon the benefIcIaJ.Y attammg 35 years of age the balance of the corpus of
that beneficiary's share shall be dIstnbuted but In the event any chIld of
Thomas E CoolIdge for whom an allocatIOn of pnncIpal has been made
should become deceased then the share to WhICh such deceased chIld would
have been entItled to receIve shall be ImmedIately paId to or for the benefIt
of the Issue of that chIld, per stlfpes, and If there be no such Issue then to
the representatIve of the estate of that chIld for dIstnbutIon In accordance
WIth that chlld1s Will, If any, otherWIse to the person or persons entitled to
receIve the same under the mtestate law of the JunsdIctlon 10 which that
person was domICIled at the tIme of hIS or her death
c) No prOVIsIOn has been made m thIS WIll for my daughter JulIa E Stolz,
not because of any absence of motherly love by me for her, but because I
am satIsfied that she has adequate resources to mamtam a comfortable
standard of 11 vmg by VIrtue of bemg a beneficIary of a trust created by her
father, and by the mcome earned by her husband and her
d) No tItle In the trusts hereby created, or In the mcome accrumg
therefrom, or In Its accumulatIOn, or In any share or shares thereof lOto
whIch It may from tIme to time be dIVIded, shall vest In any benefICIary and
no benefiCIary shall have the fight or power to transfer, SIgn, antiCIpate, or
encumber hiS or her mterest In saId Trust, or the Income therefrom, pnor to
the actual dIstrIbutIon thereof by the Trustees or Trustee to such
benefICiary Further, neIther the Income nor the pnnclpal of saId Trust shall
be hable In any manner, 10 the possession of the Trustee, for the debts,
contracts, or engagements of any of the beneflcIanes
4 I direct my Executor or Executors to payout of the property WhICh would otherWIse
become a part of the reSIduary trust, heremabove estabhshed, all estate, Inhentance, transfer and
succeSSIOn taxes, mcludmg mterest and penaltIes thereon, WhICh may be lawfully assessed by
reason of my death I hereby waIve on behalf of my estate any nght to recover any part of such
taxes, Interest or penaltIes from any person, mc1udlOg any benefICIary of msurance on my hfe and
anyone who may have receIved from me or from my estate any property WhICh IS taxable as a part
of my estate
5 In addition to the powers conferred by law I my Executor or Executors and my Trustees,
and theIr successors, are empowered
a To Invest any part of the trust corpus In such secuntles, Investments, or other
property as may be deemed adVIsable and proper, IrrespectIve of whether the same are
authonzed for the mvestment of trust funds under the laws of any governmg JunsdIctlOn
b WIth respect to any corporatIOn, the stocks, bonds, or other secuntIes of whIch
may be held, to vote m person or by proxy on any shares of stock, to consent to the merger,
consohdatIOn or reorganizatIon of such corporatIons, to consent to the leasmg, mortgagmg,
or sale of the property of any such corporatIons, to make any surrender, exchange or
substItutIOn of such stocks, bonds, or other secuntIes as an mCldent to the merger,
consolidatIOn or reorganizatIon of such corporations, to pay all assessments, subscnptlons
and other sums of money WhICh may be deemed WIse and expedIent for the protectIOn and
ma1Ote,nance of the proportIOnate mterest of the mvestment In such corporatIOns, to exercise
any optIOn or pnvIlege which may be conferred upon the holders of such stocks, bonds, or
other secuntles of such corporatIOns eIther for the conversIOn of the same mto other
secuntles or for the purchase of additIonal secuntles, and to make any and all necessary
payments whIch may be reqUIred 10 connectIon thereWIth, and generally to have and
exercise as to all such stocks, bonds, and other secuntIes, the powers of an mdivIdual owner
who IS not under trust obhgatlon
c To hold the trust corpus In one or more consolIdated funds 10 which separate
shares shall have undIVIded lOterests
Page 2 of 4 Pages
...
I-
...
'J
d To sell at publIc or pnvate sale for cash or upon credIt, or partly for cash and
partly on credIt, and upon such terms and condItIons as shall be deemed proper, any part or
parts of the trust estate, and no purchaser at any such sale shall be bound to mqUJre mto the
expedIency or propnety of any such sale or to see to the apphcatIOn of the purchase money
ansmg therefrom
e To keep on hand and unmvested such moneys as may be deemed proper and for
such perIod as may be found expedIent
f To compromIse, settle, or arbitrate any claIm or demand m favor of or agamst the
trust estate
g And authonzed In the dIscharge of fIduCIary duties, to employ counsel and to
determme and to pay such counsel reasonable compensatIon whIch shall be charged agamst
the pnnclpal or Income of the trust fund, and shall further be entItled to charge agamst the
pnnclpaJ or Income such other reasonable expenses and charges as may be necessary and
proper to IUcur for the proper dIscharge of fIduciary dutIes and for the proper management
and admInIstratIOn of the trust estate
h In makmg any dI VISIOn of property mto shares for the purpose of any dIstnbutlOn
thereof dIrected by the provIsIons of the trust, to make such diVISIon or dlstnbutton, eIther In
cash or In kmd, or partly In cash and partly 10 kmd, as shall be deemed most expedIent, and
In makmg any dIVISIOn or dIstrIbutIOn In kmd may allot any speCIfIC securIty or property or
any undIVIded mterest therem to anyone or more of such shares, and to that end may
appraIse any or all of the property so to be allotted and the Judgment as to the propnety of
such allotment and as to the relatIve value for purposes of dIstnbutIOn of the secuntles or
property so allotted shall be fmal and conclusIve upon all persons mterested In the trust or
In the dIVISIOn or dlstnbutIOn thereof
1 Authonzed to register any shares of stock or other assets of any trust m theIr own
names or In the name of a nommee
J To retam and Invest In shares of stock of my Trustee
k To retam any mvestments mcludmg mutual funds WhICh I may own at the tIme
of my death and In addItion to Invest any part of the Trust corpus m such mutual fund or
mutual funds as may be deemed adVIsable or proper, IrrespectIve of whether the same are
authonzed for the Investment of trust funds under the laws of any govermng JUrISdictIOn
1 To determme from tIme to tIme whether all or some parllan of reabzed capital
gams shall be treated as ordmary Income for dlstnbutlOn to a benefICiary or treated as
pnncIpal to be retamed as part of the corpus, and such desIgnatIOn need not be conSIstent
from one year to another
6 I hereby nommate, constItute and appomt my sons who are PHILIP W COOLIDGE,
THOMAS E COOLIDGE as Trustees of the Trusts heremabove created, but should both of them
cease servmg as Trustees, then I nommate, constItute and appoInt Manufacturers and Tl aders TI ust
Company and Its successors, One West HIgh Street, CarlIsle, Pennsylvama 17013 as alternate or
successor Trustee, prOVided that It shall accept such appoIntment and agree that compensatIon for
Its serVIces shall not exceed one-half of one percent of the value of the corpus as ltS annual
compensatIOn, and that It shall receIve no other compensatIOn for Its serVIces, otherWIse the
successor Trustee Instead of Manufacturers and Traders Trust Company shall be as nominated by
the Trustee or Tl ustees desIrmg to cease servmg as such or by the benefIc lanes of the Trust, In
eIther case WIth the approval of the Orphansl Court DIVISIon of the Cumberland County Court of
Common Pleas
7 I hereby nommate, constItute and appoInt my sons who are PHILIP W COOLIDGE,
THOMAS E COOLIDGE as Executors of thIS my Last WIll and Testament, but should both of
them fall to qualIfy or cease servmg as such, then In such event I nommate, constItute and appomt
Manufacturers and Traders Trust Company and Its successors, One West HIgh Street, CarlIsle,
Pennsylvama, 17013 as alternate or successor Executor, I further direct that none of them shall be
reqUIred to post any bond to secure the faIthful performance of hIS, her, or ItS dutIes m the
Commonwealth of Pennsylvama, or In any other JunsdIctlOn
Page 3 of 4 Pages
I
.
. ....'
IN WITNESS WHEREOF, I have hereunto set my hand and ~~~ ~~ win and
Testament wntt~n on four (4) pages, thIS ~ j:1:j day of p. ,2003
~~-~ ~~
(SEAL)
Eleanor U CoolIdge
SIgned, sealed, publIshed and declared by ELEANOR U COOLIDGE, the TestatlIx above-
named, as and for her Last WIll and Testament, In our presence. who, In her presence, at her request,
and III the presence of each other, have hereunto subscrIbed our names as attestmg wItnesses
~{", -'J.-~
7~~~~
Page 4 of 4 Pages
\.
"
04-17-2006
COOLIDGE
03-24-2004
21 04-0301
CUMBERLAND
101
APPEAL DATE: 06-16-2006
(See reverse side under Objections)
Amount Remitted I I
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:is47-Ex-AFP-ioj:osl-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELEANOR U FILE NO. 21 04-0301 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.-~ ,~, .__"....c \': NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T~~~('r;\\'" .~ ~...\:' ,', '-AePRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION !\~--,:.,,' ...'-' ,," ",'" "0, F DEDUCTIONS AND ASSESSMENT OF TAX
PO BDX 280601
HARRISBURG PA 17128-0601
2. t':
f)~, ;~
r" j ,
\ .'
t nc.
to:: L..)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(" CDV:
(\qP,,~!t~>I~;
MICHAEL B DEV~~~::~'"
BOYER & RITTER-'"
PO BOX 668
CARLISLE
PA 17013
ESTATE OF
COOLIDGE
REV-1547 EX AFP (06-05)
ELEANOR
U
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 04-17-2006
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
1,333,110.00 X 045 = 59,990.00
.00 X 12 = .00
.00 X 15 = .00
Cl9}= 59,990.00
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 C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
Cl}
(2)
(3)
(4)
(S)
(6)
(7)
.00
900,423.00
.00
43,150.00
522,160.00
.00
.00
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO}
117 , 439 . 00
15.184.00
(ll)
Cl2}
Cl3}
Cl4}
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,465,733.00
132.623 00
1,333,110.00
.00
1,333,110.00
.
'......"'", ,,"'......., . (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-02-2006 CD006391 .00 59,990.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-03-2006 TOTAL TAX CREDIT 59,990.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 3,748.60
TOTAL DUE 3,748.60
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~~
~F n~~~~~ D~~_ I~_~~~~~C~~~_ A~_ A_:~~~E~~~:~ ~~~} ~YOU MAY BE DU~~J
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r'.,t.Cc.o.p.r~.i.E.~. 'W..,. .~.~~.~ iI~NCE TAX
-;.'(~;.s;rAT~E1'It/j OF ACCOUNT
. -.- 't_1 " 'I' j \
';;" I "
*'
REV-16Q1 EX AFP (03-05)
2ilas Jt PI 2 7
....~ j 'it -
MICHAEL B DEVLIN
BOYER & RITTER
PO BOX 668
CARLISLE
C(
p;~ '" DATE
Jj L: 06ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-12-2006
COOLIDGE
03-24-2004
21 04-0301
CUMBERLAND
101
AlIOUnt R..1i tted
ELEANOR
U
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your 8Ccount, subllit the upper portion of this fOrll with your t.x p.y..nt.
CUT ALONG THIS LINE
--. RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF COOLIDGE ELEANOR U FILE NO. 21 04-0301 ACN 101 DATE 06-12-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-17-2006
PRINCIPAL TAX DUE: 59,990.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-02-2006 CD006391/ .00 59,990.00
05-18-2006 CD006718 3,748.60- 3,748.60
TOTAL TAX CREDIT 59,990.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
{ IF TOTAL DUE IS LESS THAN $I,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
fV
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COOLIDGE THOMAS E
265 MOORELAND AVENUE
CARLISLE, PA 17013
____un fold
ESTATE INFORMATION: SSN: 202-20-1460
FILE NUMBER: 2104-0301
DECEDENT NAME: COOLIDGE ELEANOR U
DATE OF PAYMENT: 05/18/2006
POSTMARK DATE: 05/1 8/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 03/24/2004
NO. CD 006718
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,748.60
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: EST OF ELEANOR U COOLIDGE
CHECK# 1011
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$3,748.60
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 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
REV-1547 EX AFP (06-05)
DATE 04-17-2006
ESTATE OF COOLIDGE ELEANOR U
DATE OF DEATH 03-24-2004
FILE NUMBER 21 04-0301
COUNTY CUMBERLAND
MICHAEL B DEVLIN ACN 101
BOYER & RITTER APPEAL DATE: 06-16-2006
PO BOX 668 (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted I 3 7 't [('. C? 0 I
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 of-
----------------------------------------------------~-----~-~ ~-
. J.A09019/06
NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT I.O.P.65.37
IN RE:
ELEANOR U. COOLIDGE
IN THE SUPERIOR COURT OF
PENNSYLVANIA
JULIA ELIZABETH COOLIDGE-STOLZ,
Appellant
THOMAS EDWARD COOLIDGE AND PHILIP
WARREN COOLIDGE,
Appellees
No. 1016 MDA 2005
Appeal from the Decree of May 19, 2005
In the Court of Common Pleas of CUMBERLAND County
Orphans' Court Division at No. 21-03-936, 21-04-301
BEFORE: STEVENS, McCAFFERY, and PANELLA, JJ.
MEMORANDUM:
FILED: September 22, 2006
Appellant, Julia Elizabeth Coolidge-Stoltz, appeals from the May 19, 2005
decree nisi entered by the Honorable J. Wesley Oler, Jr., of the Cumberland
County Court of Common Pleas, dismissing Appellant's appeal from probate.1
For the reasons set forth below, we affirm.
1 Appellant properly appeals from the trial court's decree nisi pursuant to
Pennsylvania Rule of Appellate Procedure 342(1), Pennsylvania Orphans' Court
Rule 7.1 and Cumberland County Orphans' Court Rule 3.1-1. Pa.R.A.P. 342
states that orders issued by the Orphans' Court Division which determine an
interest in realty or personalty are immediately appealable "upon a
determination of finality by the Orphans' Court Division." Cumberland County
Orphans' Court Rule 3.1-1 states that "all decrees entered in the Orphans'
Court Division shall be final, unless Exceptions shall be filed as permitted or
prescribed by Pa.O.C. Rule 7.1." Pa.O.C. Rule 7.1 gives parties twenty days in
r-
, J,A09019/06
The factual and procedural background of this matter, as summarized by
the trial court and gleaned from the certified record, is as follows.2 Eleanor U.
Coolidge ("Decedent") was the mother of three children: Appellant and
Appellees, Thomas Edward Coolidge and Philip Warren Coolidge. Decedent
died on March 24, 2004. During the last sixteen months of her life, Decedent
was a resident of Green Ridge Village, an assisted living facility in Cumberland
County, Pennsylvania. Decedent was diagnosed as suffering from dementia in
2003.
In December 2002, Decedent's attorney designated Decedent's son,
Appellee Thomas Coolidge, as Decedent's agent. According to the testimony of
various individuals, including Decedent herself, Thomas Coolidge exercised his
duties as his mother's agent in a manner consistent with his mother's wishes
and best interests. Thus, it appears that Decedent and her son, Thomas
Coolidge, enjoyed a positive relationship.
Unfortunately, it appears that the same cannot be said about Decedent's
relationship with her daughter, Appellant. In November 2003, Appellant filed
which to file exceptions, after which decrees become final. Further, "failure to
file exceptions shall not result in waiver if the grounds for appeal are otherwise
properly preserved." Pa.O.C. Rule 7.1(a). See Estate of Rosser, 821 A.2d
615, 619 (Pa.Super. 2003) (holding that appellant need not file exceptions to
preserve appellate rights in an Orphans' Court matter). In this case, Appellant
never filed exceptions, and therefore the decree nisi at issue became final and
appealable twenty days after its issuance.
2 We rely upon two opinions issued by the trial court, dated May 19, 2005 and
August 23, 2005, respectively.
- 2 -
J.A09019/06
an emergency petition to have her mother declared incompetent. The trial
court held an emergency hearing on the petition on November 17, 2003, at
which Decedent herself testified. The trial court found her testim~ny to be
"lucid and resolute," and therefore perceived "absolutely no reason to believe
that an emergency adjudication of incompetency would be appropria~e." (Trial
Court Opinion, dated August 23, 2005, at 3). In addition, at this emergency
hearing, Decedent testified that "she and her daughter had been estranged for
a long time and that she did not want to be visited by her." Id. (quotation
omitted).
Immediately after her testimony at the emergency hearing, Decedent
told Appellees that she intended to omit Appellant from her will. (Notes of
Testimony ("N.T."), 3/3/05, at 117-118; N.T., 3/24/05, at 78-79). Within
three weeks, on December 8, 2003, Decedent in fact did execute a new will
("Amended Will") which specifically omitted Appellant.3 Whereas in her
previous will Decedent had designated all three of her children as equal income
beneficiaries of her estate to be held in trust ("Trust")/ in the Amended Will
only Thomas Coolidge and Philip Coolidge remained as income beneficiaries.5
3 We further note that included in the Amended Will is a paragraph specifically
acknowledging the omission of Appellant.
4 The corpus of the trust was approximately $1,240,000.
5 The removal of Appellant as an income beneficiary resulted in appr~ximatelY
$5,810 in additional annual income for each Appellee. In addi~ion, the
language of the Amended Will indicated that the children of th~ income
beneficiaries were to be the ultimate recipients of the trust. T~erefore,
I
- 3 -
r -
J.A09019/06
Further, Appellant was removed both as a co-executor of the Am~nded Will
i
and as a co-trustee of the Trust, leaving Appellees as the only
executors/trustees. 6 Decedent called upon her long time attorney and family
friend, Robert M. Frey, Esquire, to effectuate the desired changes to her will.
At the time of signing, Mr. Frey procured the attendance of a psychiatrist, Dr.
Herbert E. Myers. Within four months of the execution of the Amended Will,
Decedent died at the age of 75.
After Decedent died, the Amended Will was admitted to probate via ~
decree dated March 29, 2004. Appellant filed an appeal seeking a vacating of
the decree on the grounds that Decedent had lacked testamentary capacity
and had been unduly influenced by her sons, Appellees. Both Appellant's
request for a jury trial and Appellees' motion for summary judgment were
denied, and hearings were held regarding the will contest on February 28,
2005, March 3, 2005, and March 24, 2005, respectively. After considering all
of the evidence, the trial court determined that Appellant and Decedent had
become estranged.7 Judge Oler found that it was this estrangement that was
Decedent's removal of Appellant as an income beneficiary also effectively
disinherited Appellant's son.
6 In addition, Decedent also eliminated a specific bequest of two lamps which
had been designated for Appellant under Decedent's previous will.
7 Appellees presented testimony to this effect from Robert M. Frey, Esquire;
Joseph F. Brazel, M.D. (Decedent's primary care physician); Renee Kreamer
(assisted living administrator at Green Ridge Village); and Judith Foster Wali
(Decedent's niece).
- 4 -
r-
J.A09019/06
the cause of Appellant's disinheritance, not any undue influence perpetrated by
Appellees. As a result, the trial court issued a decree nisi dismissing
Appellant's appeal from probate, and the instant appeal followed wherein
Appellant raises the following issues for our review:
1. Is the trial court's factual finding that [Decedent] did not
suffer from a weakened intellect supported by the evidence?
2. Is the trial court's factual finding that [Appellee] Thomas
E. Coolidge, [Decedent's] attorney-in-fact, was not in a
confidential relationship with [Decedent] supported by the
evidence?
3. Is the trial court's factual finding that [Appellees] did not
acquire a substantial benefit from the [Amended Will]
supported by the evidence?
4. Assuming that [Appellant] has proven (1) weakened
intellect, (2) confidential relationship, and (3) substantial
benefit, have [Appellees] met their burden of proving no
undue influence?8
(Appellant's Brief at 5).
As a prefatory matter, we note:
With respect to this Court's standard and scope of appellate
review in will contests, the Orphans' court decision will not be
reversed unless there has been an abuse of discretion or a
fundamental error in applying the correct principles of law. If
the record supports the court's factual findings, we will defer
to these findings and will not reverse absent an abuse of
discretion. We are not constrained, however, to give the
same deference to the court's legal conclusions.
Estate of Luongo, 823 A.2d 942, 951 (Pa.Super. 2003) (citations omitted).
In addition, "[b]ecause the Orphans' Court sits as the fact-finder, it determines
8 Due to our disposition of Appellant's first two issues, we need not address her
third and fourth.
- 5 -
J.A09019j06
the credibility of the witnesses, and on review, we will not reverse its credibility
determinations absent an abuse of that discretion." Estate of Angle, 777
A.2d 114, 122-123 (Pa.Super. 2001) (citation omitted).
It is well settled that once a will is probated, it is presumed tel> be valid,
and the burden lies with the contestant to prove undue influence. Estate of
Luongo, supra at 963. Further, in order to present a legally sufficient prima
facie case of undue influence, a contestant must prove by clear and <l=onvincing
evidence that "(1) the testator was of weakened intellect at the time the will
was executed; (2) the proponent of the will stood in a confidential relationship
with the testator; and (3) the proponent received substantial benefit under the
will." Id. (quotation omitted).
A testator's "weakened intellect" for purposes of proving undue influence
does not have to rise to the level of testamentary incapacity. Estate of
Angle, supra at 123. In other words, one could have the legal capacity to
execute a will and still be of "weakened intellect" for purposes of establishing a
prima facie case of undue influence. Further, "[a]lthough our cases have not
established a bright-line test by which weakened intellect can be identified to a
legal certainty, they have recognized that it is typically accompanied by
persistent confusion, forgetfulness and disorientation." Owens v. Mazzei, 847
A.2d 700, 707 (Pa.Super. 2004) (citation omitted).
To establish a "confidential relationship" for purposes of undue influence,
a contestant must show that the "parties [did] not deal on equal term$, but, on
- 6 -
J.A09019/06
one side there [was] an over-mastering influence, or, on the other, weakness,
dependence or trust, justifiably reposed." Id. at 709. (citation and. emphasis
omitted). Moreover, "the existence of a power of attorney given by qne person
to another is a clear indication that a confidential relationship exists between
the parties." Estate of Lakatosh, 656 A.2d 1378, 1383 (Pa.Super. 1995).
However, "[a] parent-child relationship does not establish the existence of a
confidential relationship nor does the fact that the proponent has a power of
attorney where the decedent wanted the proponent to act as attorney-in-fact."
Estate of Angle, supra at 123 (citation omitted). Finally, there is no "hard
and fast" rule to define exactly what a "substantial benefit" constitutes for
,
purposes of undue influence. Estate of Stout, 746 A.2d 645, 648 (Pa.Super.
2000). Instead, analysis of what comprises a "substantial benefit" must be
done on a case-by-case basis. Estate of LeVin, 615 A.2d 38, 42 CPa.Super.
1992).
In her first issue, Appellant claims that the trial court erred by concluding
that Decedent did not suffer from a "weakened intellect." Specifically,
Appellant argues that her mother's diagnosed dementia rendered her mentally
compromised to the degree necessary to establish a prima facie case of undue
influence. (Appellant's Brief at 12-15). After thorough review, we disagree.
Rather, we conclude that the trial court properly placed considerable
I
emphasis on Decedent's own testimony rendered during the emergency
hearing held only three weeks before she executed the Ament:led Will.
- 7 -
J.A09019/06
Indeed, it is very significant that Judge Oler had the rare oppQrtunity to
personally observe Decedent's mental state so close in time to the execution of
the Amended Will. Judge Oler concluded that Decedent was '!lucid and
resolute." It is hard to imagine a more ringing endorsement of Decedent's
competent mental capacity. Further, both Appellees and Robert Frey, Esquire,
testified that shortly after Appellant's attempt to get her mother declared
incompetent, Decedent declared her clear intention to disinherit her daughter
which resulted in the Amended Will. (N.T., 3/3/05, at 117-118; N.T., 3/24/05,
at 78-79, and N.T., 2/28/05, at 94-95.) Therefore, we hold that the trial court
properly concluded that Decedent did not suffer from a "weakened intellect" at
the time of the execution of the Amended Will to the extent necessary to
present a prima facie case of undue influence.
In her second issue, Appellant contends that the trial court erred by not
finding that Decedent was in a "confidential relationship" with Appellee Thomas
Coolidge. After careful review, we disagree.
While we recognize that Appellee Thomas Coolidge did serve as
Decedent's agent pursuant to her power of attorney, we note that the granting
of a power of attorney is not a dispositive factor in the determination of
whether a "confidential relationship" can be established. Estate of Angle,
supra. Indeed, in the case sub judice, ample evidence established that
Appellee Thomas Coolidge served at Decedent's specific behest, not ~he other
way around. For example, Decedent's accountant, Michael B. Dev in, CPA,
- 8 -
. J.A09019/06
testified that based on his review of Appellee Thomas Coolidge's reRort as the
power of attorney for Decedent, he could find "no evidenc~ of any
misappropriation or misuse of the assets." (N.T., 3/3/05, at 32)'1 Further,
Decedent herself testified at her competency hearing in November ~003, that
,
I
she "couldn't be more content" with the service Appellee Thoma~ Coolidge
i
gave her as her agent pursuant to her power of attorney. (N.T., 11/17/03, at
10). Thus, substantial evidence supported the trial court's credibility
determinations regarding Decedent's relationship with her son:
[A]s to a confidential relationship, the credible evidence in
the form of testimony of [Decedent], [Appellee] Thomas a.
Coolidge, Michael B. Devlin (certified public accountant),
[Appellee] Philip W. Coolidge, and Judith Foster Wali (niece of
[Decedent]), revealed a relationship between [Appellee]
Thomas E. Coolidge and [Decedent] which was characterizep
by a solicitous execution of her wishes on his part and an
absence of subservience on her part. It did not lead to a
conclusion that the parties did not deal on equal terms Olr
that the son exerted an over-mastering influence upon the
mother.
(Trial Court Opinion, dated August 23, 2005, at 7). Accordingly, we' conclude
that the trial court properly determined that Decedent did not stand in a
"confidential relationship" with her son as required to establish a prima facie
case of undue influence.
Accordingly, for the reasons set forth above, we conclude that ',Appellant
did not establish a prima facie case of undue influence in connectio~ with the
Amended Will. Therefore, we affirm the trial court's decree nisi 9ismissing
Appellant's appeal.
- 9 -
.
. J.A09019/06
Decree affirmed.
Judgment Entered:
Date: September 22, 2006
- 10 -
Karen Reid Bramblett, Esq.
Prothonotary
James D. McCullough, Esq.
Deputy Prothonotary
Superior Court of Pennsylvania
Middle District
September 22, 2006
I
100 Pi~e Street. Suite 400
H~rrjsburg. PA 17101
: 717-772-1294
www.supe~or.court.state.pa.us
Certificate of Remittal/Remand of Record
TO: Glenda Farner Strasbaugh
Register of Wills
RE: In Re: E.U.C., deceased
No.1 016 MDA 2005
Trial Court/Agency Dkt. Number: 21-03-936
21-04-301
Trial Court/Agency Name: Cumberland County Court of Common
Pleas
Intermediate Appellate Court Number:
Annexed hereto pursuant to Pennsylvania Rules of Appellate Procedure 2571 iand 2572
is the entire record for the above matter.
Contents of Original Record:
. Original Record Item
Parts
Date of Remand of Record:
Filed Date
August 30, 2005
OCT 3 0 2Wi
Description
71
ORIGINAL RECIPIENT ONLY - Please acknowledge receipt by signing, dating, and
returning the enclosed copy of this certificate to our office. Copy recipients (noted below) need
not acknowledge receipt. tI"=
.~e~
Signature
Date
Printed Name
lalv
cumoer l.dIlU ~UUHL.'y - "\.'-':j-'-.... ~~~ --
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/14/2007
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of COOLIDGE ELEANOR U
File Number: 2004-00301
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
3/24/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
02 :2
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Cumberland County - Register UI W~~~~
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/14/2007
COOLIDGE THOMAS E
265 MOORE LAND AVENUE
CARLISLE, PA 17013
RE: Estate of COOLIDGE ELEANOR U
File Number: 2004-00301
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
3/24/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Cumberland County - Reglscer UL W~~~~
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/14/2007
COOLIDGE PHILIP W
30 ARLINGTON STREET
WINCHESTER, MA 01890
RE: Estate of COOLIDGE ELEANOR U
File Number: 2004-00301
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
3/24/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
02 :2 1,1.,..1 91. \I"/li Lntl7
- (JIl ttJ . U lH.;
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYL VANIA
Name of Decedent: Eleanor U. Coolid~e
Date of Death: March 24, 2004
File Number:21-04-0301
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. DYes ~No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
June 1,2007
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . .. DYes l:JNo
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? ............................... DYes DNo
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
,.<:>
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Capacity: DPersonal Representative
Date March 22, 2007
c:.:::
Robert G. Frey
Name of Person Filing this Form
~
5 South Hanover Street
Address
(Y)
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Carlisle, PA 17013
717 -243-5838
Telephone
L;..-........
Form RW-lO rev. 10.13.06
CrVJ
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSL VANIA
ORPHANS' COURT DIVISION
Docket No: 21-2004-0301
IN RE:
FIRST AND FINAL ACCOUNT OF THOMAS E. COOLIDGE AND PHILIP W. COOLIDGE, EXECUTORS
FOR THE ESTATE OF ELEANOR U. COOLIDGE, LATE OF WEST PENNSBORO TOWNSHIP,
CUMBERLAND COUNTY, PENNSYL VANIA, DECEASED.
AND
PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION
ORDER OF COURT
AN NOW, this 24th day of April, 2007, the herein account is confirmed absolutely and distribution is decreed
in accordance with the proposed schedule of distribution herewith.
BY THE COURT,
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
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Date: 2/25/2008
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FREY ROBERT M
:J S P..ANOVER STREET
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CARLISLE, PA 17013
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RE: Estate of COOLIDGE ELEANOR U
File Number: 2004-00301
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
i\s 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 lS due by:
3/24/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~ (,>0> ~ JJ /)
, ~ fl- ,&;l._- f/ 1/
. ' ' ~__ VIW#tGLI$;:tZ~/td.:f7;t~?i(-,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/25/2008
COOLIDGE THOMAS E
t'.,,",
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265 MOORE LAND AVENUE
CARLISLE, PA 17013
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RE: Estate of COOLIDGE ELEANOR U
File Number: 2004-00301
Dear Sir/Madam:
~his notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
3/24/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Jk ( .JP ."f;l~_, iJ
. . """.,II? ~ :,1U-:>&.t-t./ llZi:z,..u~. ~!J
. (~(.l4it.__ "'" ,'~ ., "'7
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Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6 345
Date: 2/25/2008
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COOLIDGE PHILIP W
.~'7;.
30 ARLINGTON STREET
~IINCHESTER, MA 01890
(~.....~)
RE: Estate of COOLIDGE ELEANOR U
File Number: 2004-00301
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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.
~his filing lS due by:
3/24/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
It C ,",,' ,. ,/1
. .> , ., ~ y, IJ I '
';''' _' '._ ,Ii.....,,.,... ,j' J.'oY
lab{:,;~, \~~:~>u ,,~lf;I.:'t,{..l%U~~fv{1
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Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Pa. O. C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Eleanor U. Coolidge
Date of Death: March 24. 2004
File Number: 21-04-0301
Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is complete................. _X_Yes _No
2. If the answer is NO, state when the personal representative
Reasonably believes that the administration will be complete:
3. If the answer to No., 1 is YES, state the following:
a. Did the personal representative file a final account
with the Court?..................................................................... _X_Yes _No
b. The separate Orphan's 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
No
d. Copies of receipts, releases, joinders and approvals of formal accounts may be
filed with the Clerk of the Orphan's Court and may be attached to this report.
-:--)
~/~ -J '(:J-:
Signature of Person Filing this Form
Capacity: _Personal Representative 'X :ollsel
C'[).ate: February 29,2008
CT)
\. '-,~;
Robert G. Frey, Esquire
Name of Person Filing this Form
Ct,
5 South Hanover Street
Address
Carlisle. Pennsylvania 17013
(717) 243-5838
Telephone
Form RW-IO rev. 10.13.06
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