HomeMy WebLinkAbout05-15-09 (2)Neil Warner Yahn, Esquire
Attorney I.D. No. 82278
Edward P. Seeber, Esquire
Attorney I.D. No. 76084
James Smith Dietterick & Connelly, LLP
P.O. Box 650
Hershey, PA 17033
Attorneys for Petitioner
IN RE:
1N THE COURT OF COMMON PLEAS
ESTATE OF ELEANOR HASELHUHN, :CUMBERLAND COUNTY, PENNSYLVANIA
~,,
A/K/A HELEN ELEANOR HASELHUHN ~ ~ ~ ,
~ r- : _
. ~ ~ -•c
y~_ _
DEVON HASELHUHN, :ORPHANS' COURT DIVISION= `-? c.r~ _
Petitioner `~= -~
---,
~~; j
v. NO. 1126 Year 2008 -~~ \'~ r`'
--~, cn -
: Wy (~"'x
MARY ANN MOHR
Respondent
PETITION CITING UNDUE INFLUENCE ON JOINT PROPERTY TRANSFERS AND
AMENDMENTS TO ANNUITY BENEFICIARY FORMS
AND NOW comes the Petitioner, DEVON HASELHUHN (herein "Petitioner"), by and
through her attorneys JAMES, SMITH, DIETTERICK AND CONNELLY, LLP, and hereby
files this Petition for the reasons set forth below:
1. Petitioner, is an adult individual residing at 422 East Winding Hill Road, Mechanicsburg,
Pennsylvania, 17055 and the granddaughter of the decedent, Eleanor Haselhuhn a/k/a
Helen Eleanor Haselhuhn (herein the "Decedent")
2. Decedent died on October 13, 2008, a resident of Cumberland County, Pennsylvania.
3. Decedent's husband, Donald H. Haselhuhn, predeceased her.
4. The Decedent had two children, namely Michael Haselhuhn and your Respondent
herewith, namely, Mary Ann Haselhuhn, now Mary Ann Mohr (herein "Mary Ann"
and/or the "RespondenP')
5. Michael Haselhuhn predeceased the Decedent in March of 2005 and is survived by his
daughter, your Petitioner herewith.
6. As a result, Petitioner and Mary Ann are the sole beneficiaries of Decedent's Estate
(herein the "Estate").
7. Decedent's Last Will and Testament dated July 11, 1991 and Codicil dated August 19,
2006 (herein the "WiIP' collectively) were admitted to probate by the Register of Wills of
Cumberland County, Pennsylvania. (A true and correct copy of the Will and Codicil is
attached as Exhibit "A").
8. On or about November 26, 2008, Alan Kotz (Decedent's brother-in-law), Gary E. French,
Esq., and Wachovia Bank, N.A., were appointed Co-Administrators of the Estate.
9. On or about March 15, 2009, Alan Kotz was discharged as a Co-Administrator due to
physical incapacity, and since said date, Gary E. French, Esq. and Wachovia Bank, N.A.
have continued to serve as Co-Administrators.
10. The residue of the Decedent's property passes under the Will in equal shares to Mary
Ann and your Petitioner.
11. Petitioner avers that the Decedent was unduly influenced into naming MaryAnn as the
named joint account owner of over $2,400,000 of assets (herein "Joint Property") as
further compiled in the attached Federal Estate Tax Return Form 706 set forth as Exhibit
"B" (specifically Schedule E thereofj(herein "Estate Tax Return")
12. Petitioner avers that the Decedent was unduly influenced into naming MaryAnn as the
sole beneficiary of the Annuities totaling approximately $350,000 as further compiled on
Schedule I of the Estate Tax Return.
13. Upon the passing of the Decedent's son, Michael, MaryAnn preyed and seized upon the
Decedent and as a result, inured over $3,000,000 in assets.
-2-
14. Petitioner avers it was the Decedent's intention to allegedly save tax dollars by placing
certain assets into joint names, and not to obviate the Will.l
15. The Respondent will receive another $1,024,826 of Probate assets passing under the Will.
16. Petitioner avers that at the time of the change of ownership into Joint property and the
execution of the change of the beneficiary forms for the Annuities, the physical and
mental condition of the Decedent were impaired and the Decedent was not a person
capable of appreciating the impact of the transfer of the Annuities or the Joint Property as
it related to the Will.
17. Petitioner avers the Joint Accounts and the Annuity designations were procured by undue
influence and constraint practiced upon the Decedent by the Respondent to which the
Petitioner expects to be able to identify in the course of discovery.
18. Petitioner also believed that the Decedent was duped into believing the assets would
ultimately pass under the Will in that the Decedent advised the Petitioner one of the bank
accounts (of the Joint Accounts) was done for convenience to allow the Respondent easy
access to her monies.
19. As illustrated on Schedule E of the Estate Tax Return, and consistent with Section 2040
of the Internal Revenue Code of 1986, as amended, the Joint Accounts were comprised of
only the Decedent's assets.2
20. The Decedent, while in a weakened mental condition, was induced and manipulated to
execute the designated beneficiary forms and joint account transfer forms.
I Estate ofNovosielski, 937 A.2d 449 (Pa. Super. Ct. 2007) (1955 Will predated joint account and controlled
disposition); see also Estate of Piet, 2008 WL 1755291 (Pa. Super.).
z The general rule of §2040(a) provides that all jointly owned property is includible in the gross estate of the first
joint tenant to die "except such part thereof as maybe shown to have originally belonged" to the surviving joint
tenant and "never to have been received or acquired by the latter from the decedent for less than an adequate and full
consideration in money or money's worth." This general rule creates a presumption that the value of the entire
jointly owned asset is includible in the deceased joint tenant's gross estate.
-3-
WHEREFORE, Petitioners respectfully request this Honorable Court to award a
Citation directed to the Respondent to show cause why:
1. The Joint Property and current designations on the designated beneficiary forms
for the Annuities be void ab initio and the estate of the Decedent named as the beneficiary
thereof and that the Joint Assets pass under the terms of the Will consistent with the Decedent's
intentions.
2. Enjoining the Respondent from directly or indirectly dissipating or distributing
the Joint Property and Annuities and provide an inventory and accounting of said assets from the
date of receipt until the date hereof.
3. Such other relief as the Court deems proper.
JAMES, SMITH, DIETTERICK &
CONNEL Y,LLP
Date: May ~ ~ 2009 By:
Neil
Att
Ed~
ui, Esq.
~. No. 82278
eeber
~. No. 76084
134 Sipe Avenue
Hummelstown, PA 17036
(717) 533-3280
Attorney for Petitioner
-4-
VERIFICATION
I, Devon Haselhuhn, verify that the facts set forth in the foregoing document are true and
correct to the best of my information, knowledge and belief. I understand that false statements
herein are made subject to the penalties of 18 Pa. C.S. §49Q4, relating to unsworn falsification to
authorities.
Date:
DEVON HA LHUHN
LAST WILL AND TESTAMENT OF
ELEANOR HASELHUHN
I, ELEANOR HASELHUHN, of the Borough of Camp Hill,
Cumberland County, Pennsylvania, do hereby make this my Last Will
and Testament, revoking any former Wills and Codicils made by me.
FIRST: I am married to Donald H. Haselhuhn, and all refer-
ences to my husband in this Will are to him. I have two chil=
dren: Michael Haselhuhn (born March 19, 1953); and Mary Ann
Haselhuhn (born June 17, 1956). These and any other children
born to or adopted by my husband and me are described in this
Will as "my children," or as "a child of mine." Any person born
to or adopted by a child of mine is described in this Will as the
"issue" of a child of mine. Provided, however, no adopted person
shall benefit hereunder unless the order or decree of adoption is
entered before such adopted person attains the age of twenty-one
(21) years .
SECOND: I make the following specific bequests:
(1) I give my tangible personal property and all
insurances thereon to my husband, Donald H. Haselhuhn, or, if he
does not survive me, I give my china, silver, breakfront and the
contents thereof to my daughter, Mary Ann Haselhuhn, and the
balance of said tangible personal property to my children who are
living at my death to be divided equitably among or between them
as they may determine, or, if they are unable to agree, as my
c~u~-c/ C.
-1-
EXHIBIT
Executor shall determine, after considering the wishes of such
children. I have complete confidence that my husband, my children or
my Executor will honor any written instructions that I may leave with
regard to said tangible personal property. Any such property not so
distributed shall be sold, and the proceeds added to my residuary
estate to pass as hereafter described.
(2) If my husband, Donald H. Haselhuhn, predeceases me, I
give and bequeath unto the National Multiple Sclerosis Society,
Central Pennsylvania Chapter, without restriction as to use, cash,
securities or other property in an amount equal to ten percent (l00)
of my gross estate as finally fixed .in the federal estate tax pro-
ceeding for my estate.
THIRD: If my husband, Donald H. Haselhuhn, shall survive me, I
bequeath to my Trustee, hereinafter named, IN TRUST NEVERTHELESS,
cash, securities or other property in the amount described below to
be known as the "Bypass Gift." My Executor or my Trustee shall
divide the Bypass Gift into two separate, equal shares, one share to
be known as the "Non-Skip Trust", and the other share to be known as
the "Skip Trust." As hereinafter provided, my Executor or my Trustee
shall, if necessary, further subdivide the Skip Trust in order to
create a separate trust to be known as the "Overflow Trust."
(1) The Bypass Gift shall be $600,000, subject however, to
Paragraphs (2) and (3) below.
(2) The Bypass Gift shall increase or decrease, based upon
the availability of my federal unified credit for estate and
-2-
gift taxes and the maximum allowable federal estate tax credit
for state death taxes (but only to the extent that the use of
such state death tax credit does not increase the death tax
payable to any state), whether due to statutory changes, lifetime
gifts in excess of the federal unified estate and gift tax
exemption-equivalent amounts, or any other transfer which affects.
the availability of my federal credits aforesaid.
(3) The Bypass Gift shall decrease., even to zero, if
necessary to reduce federal estate tax payable as a result of my
death to zero (excluding, however, any federal estate tax due as
a result of an excess retirement accumulation under Section 4980A
of the Internal Revenue Code of 1986, as amended, or such similar
section as may then be in effect), considering that my intention
is to fund the Bypass Gift by using my available federal unified
credit for estate and gift taxes and my federal estate tax credit
for state death taxes and to eliminate federal .estate tax on the
balance of my federal taxable estate by using the federal estate
tax unlimited marital deduction.
FOURTH: I give, devise and bequeath the rest, residue and
remainder of my estate, real and personal, to my husband. Should
he not survive me, I give, devise and bequeath such rest, residue
and remainder to my Trustee, hereinafter named, IN TRUST NEVER-
THELESS, to be held, administered and distributed for all purpos-
es as part of the Bypass Gift.
-3-
FIFTH: The Non-Skip Trust shall be held, administered and
distributed as follows:
(1) My Trustee shall pay to or apply for the benefit
of any one or more of my husband, my daughter, Mary Ann
Haselhuhn, and her issue, until division into shares pursuant to
Paragraph (5), all of .the net income from the Non-Skip Trust in
convenient installments in such shares and proportions as my
Trustee in its sole discretion shall determine primarily for the
medical care, education, support and maintenance in reasonable
comfort of my said husband,. my daughter, Mary Ann Haselhuhn, and
her issue, taking into consideration to the extent my Trustee
deems advisable any other income or resources of my said husband,
my daughter, Mary Ann Haselhuhn, and her issue, known to my
Trustee, considering that my husband is the primary object of my
bounty.
(2) Prior to division into shares pursuant to Para-
graph (5), my Trustee may pay to or apply for the benefit of any.
one or more of my said husband, my daughter, Mary Ann Haselhuhn,
and her issue, such sums from the principal of the Non-Skip Trust
in such shares and proportions as in its sole discretion shall be
necessary or advisable from time to time for the medical care,
education, support and maintenance in reasonable comfort of my
said husband, my daughter, Mary Ann Haselhuhn, and her issue,
taking into consideration to the extent my Trustee deems advis-
able any other income or resources of my said husband, my daugh-
-4-
ter, Mary Ann Haselhuhn, and her issue, known to my Trustee,
considering that my husband is the primary object of my bounty.
Any payment or application of benefits for a beneficiary pursuant
to this Paragraph shall be charged against this Trust as a whole
rather than against the ultimate distributive share of such
beneficiary to whom or for whose benefit the payment is made.
(3) In addition to the income and discretionary
payments of principal from this Trust, there .shall be paid to my
said husband during his lifetime from the principal of this Trust
upon his written request during the last month of each fiscal
year of the Trust an amount not to exceed during such fiscal year
the amount of Five Thousand. Dollars ~~~'
($5, 6'DO)~ or five percent (5 0)
of the aggregate value of the principal of the Non-Skip Trust on
the last day of such fiscal year without reduction for the
principal payment for such fiscal year, whichever is greater.
This right of withdrawal is noncumulative, so that if my said
husband does not withdraw, during such fiscal year, the full
amount to which he is entitled under this Paragraph, his right to
withdraw the amount not withdrawn shall lapse at the end of that
fiscal year.
(4) My husband shall have a special power to appoint
all or any portion of the Non-Skip Trust during his lifetime by
written document, delivered to my Trustee, referring expressly to
this Article, or by Will, validly executed and attested referring
expressly to this Article, among such other person or persons
-5-
hereinafter named or described absolutely or in trust, as he may
indicate. This special power of appointment is exercisable only
in favor of a child of mine as described in this Will (including
Michael Haselhuhn) or to the issue of any such child. My afore-
said husband shall have no power to appoint the principal of this
fund or income accumulated thereon to himself, his estate, to his
creditors, or to the creditors of his estate. My Trustee may
rely upon an attested Will probated in any state that otherwise
meets the requirements of this Paragraph.
(5) In default of the exercise of such power of
appointment by my said husband, or insofar as any part of the
Non-Skip Trust shall not be effectively appointed, then upon the
death of my said husband, the entire remaining principal of the
Non-Skip Trust, or the part of such trust not effectively ap-
pointed shall be distributed to my daughter, Mary Ann Haselhuhn,
or to her then-surviving issue, per stirpes, otherwise to my
then-surviving issue, per stirpes. Provided, however, that my
Trustee may, in its sole and absolute discretion, add such
property to the Skip Trust hereinafter provided (for the benefit
of my issue).
(6) If at the time of my death, or at any later time
prior to final distribution hereunder, my said husband and all my
issue are deceased and no other disposition of the property is
directed by the Non-Skip Trust, then and in that event only, the
then-remaining property of this Trust, together with any undis-
-6-
tributed income, shall be divided and paid over and distributed
one-half (;) to those persons then living who would then be my
heirs, their identities and respective shares to be determined in
accordance with the law then in effect in the Commonwealth of
Pennsylvania, as if I had then died intestate, and one-half
( )
to those persons then living who would then be my husband's
heirs, their identities and respective shares to be determined in
accordance with the law then in effect in the Commonwealth of
Pennsylvania, as if he had then died intestate.
SIXTH: The Skip Trust shall be divided, held, administered
and distributed as follows:
(1) My Executor or my Trustee shall fund the Skip
Trust with the largest fractional share of principal that can
pass free of federal generation-skipping transfer (GST) tax by
the use of my GST exemption provided in Section 2631 of the
Internal Revenue Code of 1986, as amended, as in effect at the
time of my death, reduced by the aggregate amount, if any, of
such GST exemption allocated to my lifetime transfers. For the
purposes of establishing such amounts, the values finally fixed
in the federal estate tax proceeding for my estate shall be used.
The fractional share not passing to the Skip Trust, if any, shall
constitute the "Overflow Trust", which shall be held, adminis-
tered and distributed as a separate trust according to the terms
of Paragraphs (2) through (7) of this Article, except that the
life beneficiary shall, in addition, have a testamentary special
-7-
power to appoint the Overflow Trust among such life beneficiary's
issue or to such life beneficiary's creditors, or to the credi-
tors of his estate. Such life beneficiary shall have no power to
appoint to himself or to his estate. My Trustee may rely upon a
Will-probated in any state so long as the Will contains a
specific reference to this Article. I recognize that the Skip
Trust may absorb the entire trust estate, in which case the
Overflow Trust shall not be funded.
(2) My Trustee shall pay to or apply for the benefit
of my husband and my son, Michael Haselhuhn (hereinafter the
"life beneficiary"), and his issue, all of the net income in
convenient installments and so much of the principal of the trust
estate as my Trustee in its sole discretion shall determine for
the education, medical care, support and maintenance in reason-
able comfort of my husband and such life beneficiary, and his
issue, taking into consideration to the extent my Trustee deems
advisable, any other income or resources of my husband and such
life beneficiary, and his issue, known to my Trustee. I autho-
rize but do not require my Trustee to distribute so much of the
principal of the trust estate as my Trustee shall determine in
its sole discretion to enable the life beneficiary, or his issue,
to acquire a principal residence, or to acquire a business in
which such beneficiary actively participates.
(3) In exercising the discretions conferred by this
Article, I suggest to my Trustee, but do not require, that my
~~CG~2_~~--cam ~~~-tL~~'-~°_~.G~~f _ _ ,.
-8-
Trustee make distributions to my husband only after he has
exhausted other sources and assets available to him (excluding
the Non-Skip Trust). I further suggest, but do not require, that
my Trustee distribute approximately thirty percent (300) of the
net income of the trust estate to or for the benefit of the issue
of the life beneficiary and the remaining net income to or for
the benefit of the life beneficiary. Nevertheless, the discre-
tion of my Trustee shall be absolute in all matters of distribu-
tion, including both principal and income distributions.
(4) Upon the death of my husband and upon the death of
the life beneficiary, the Trustee may pay the expenses of his
last illness, and funeral and burial expenses, if the estate of
my husband, or of the life beneficiary should be inadequate or
inappropriate for the purpose.
(5) Upon the death of the life beneficiary, the
principal of the trust estate, including any income that may be
accrued or undistributed, shall be distributed to or among such
of the living issue of the life beneficiary as he shall specifi-
cally appoint in his Last Will and Testament by specific refer-
ence to this Article. The life beneficiary shall have no power
to appoint such trust property and accumulated income to himself,
to his estate, to his creditors or to the creditors of his
estate.
(6) In default of the exercise of such power of
appointment by the life beneficiary, or insofar as any part of
-~..~
-9-
{
the trust estate, including any income that may be accrued or
undistributed, shall not be effectively appointed, then upon the
death of said life beneficiary, the entire remaining part or all
of the trust principal, including any income that. may be accrued
or undistributed, shall be divided into separate equal shares so
as to provide one (1) share for each then-living child of the
life beneficiary and one (1) share for each deceased child of the
life beneficiary who shall leave issue then living. Each such
separate .equal share shall be distributed free of all trusts
created hereunder except for the continuing trust protection
provided in Article Seventh hereof. The share provided for each
deceased child of the life beneficiary who shall leave issue then
living shall be distributed per stirpes to such issue, subject,
however, to the continuing trust protection provided in Article
Seventh hereof.
(7) If the life beneficiary shall die without leaving
issue then living, then the entire remaining part or all of the
principal of the trust estate including any income that may be
accrued or undistributed, shall be distributed per stirpes among
my issue living at the date of such distribution (or otherwise to
those persons described in Paragraph (6) of Article Fifth above),
subject, however, to the continuing trust protection provided in
Article Seventh hereof.
/ ~/ /.
-lo-
SEVENTH: (1) If any share hereunder becomes distributable
to a beneficiary who has not attained the age of twenty-five (25)
years, then my Trustee shall retain possession of such share in
trust for such beneficiary until such beneficiary attains the age
of twenty-five (25) years, using so much of the net income and
principal of such share as my Trustee deems necessary to provide
for the proper medical care, education, support and maintenance
in reasonable comfort of such beneficiary, taking into consider-
ation to the extent my Trustee deems advisable any other income
or resources of such beneficiary or his or her parents known to
my Trustee. Any income not so paid or applied may be accumulated
and added to the principal.
(2) I authorize but do not require my Trustee to
distribute. so much of the net income or principal of such share
as my Trustee shall determine in its sole discretion to enable
such beneficiary to acquire a principal residence or to acquire a
business in which such beneficiary actively participates. Such
beneficiary's share shall be paid over and distributed to such
beneficiary upon attaining the age of twenty-five (25) years, or
if he or she shall sooner die, to his or her executors or admin-
istrators. I recommend that my Trustee consider distributing all
income from such share to such beneficiary when such beneficiary
attains the age of twenty-one (21) years. My Trustee shall have
with respect to each share so retained all the powers and
/~-' - l-
-11-
discretions had with respect to the trusts created herein generally.
EIGHTH: Anything in this Will to the contrary notwithstanding,
no trust created herein shall continue beyond twenty-one (21) years
after the deaths of one, the last to die of my issue living at the
time of my death; and two, all issue, living at the time of my death,
of the individual serving as President of the United States at my
death and all issue, living at the time of my death, of said indi-
vidual's five (5) immediate predecessors in said office; upon the
expiration of such period, all trusts shall terminate and all the
assets thereof shall be distributed to those beneficiaries (and in
the same proportions) as are then entitled to receive the income
therefrom.
NINTH: If any beneficiary and I should die under such circum-
stances as would render it doubtful whether the beneficiary or I died
first, then it shall be conclusively presumed for the purposes of
this my Will that said beneficiary predeceased me.
TENTH: (1) I name as my Executor my husband, Donald H.
Haselhuhn. If he is unable or unwilling to serve, I name Hamilton
Bank, 3516 Market Street, Camp Hill, Cumberland County, Pennsylvania,
Heath L. Allen, Camp Hill, Cumberland County, Pennsylvania, and my
brother-in-law, Allen Kotz, as my Co-Executors. I direct that my
Executor or my alternate Co-Executors, herein referred to as my
Executor regardless of number or gender, serve without bond in any
jurisdiction in which called upon to act.
-12-
(2) I name Hamilton Bank, Heath L. Allen and Allen
Kotz as my Co-Trustees. I direct that my Co-Trustees, herein
referred to as my Trustee regardless of number or gender, serve
without bond in any jurisdiction in which called upon to act.
(3) I designate Cumberland County, Pennsylvania, as
the situs of all trusts created hereunder. Should either indi-
vidual Co-Trustee or alternate Co-Executor be unable or unwilling
to serve in a fiduciary capacity., Heath L. Allen, or the law firm
with which he is associated or was last associated, shall select
as successor co-fiduciary a practicing attorney or certified
public accountant who resides in Cumberland County, Pennsylvania.
It is my intention that two (2) individuals will serve with
Hamilton Bank as my Co-Trustees at all times, and that at least
one of these individuals will be a resident of Cumberland County,
Pennsylvania.
(4) For services as Executor and Trustee, my Executor
and Trustee shall receive reasonable compensation.
ELEVENTH: (1) I give to any Executor and to any Trustee
named in this Will or any Codicil hereto or to any successor or
substitute Executor or Trustee all of the powers enumerated in
this Will and all of the powers applicable by law to fiduciaries
in the Commonwealth of Pennsylvania and in particular through the
Pennsylvania Probate, Estates and Fiduciaries Code, as effective
and as in effect on the date hereof, during the administration
and until the completion of the distribution of my estate, and
-13-
until the termination of all trusts created in this Will or any
Codicil hereto and until the completion of the distribution of
the assets of such trusts. I direct that all such powers shall
be construed in the broadest possible manner and shall be exer-
cisable without court authorization.
(2) In determining the federal estate and income tax
liabilities of my estate, my Executor shall have discretion to
select the valuation date and to determine whether any or all of
the allowable administration expenses in my estate shall be used
as federal estate tax deductions or as federal income tax deduc-
tions and shall have the discretion to file a. joint income tax
return with my husband.
(3) If at any time any trust created hereunder (or any
share thereof if the trust shall have been divided into shares)
shall be of such value that, in the opinion of my Trustee, the
administration expense of holding the assets contained therein in
trust is not justified, my Trustee, in its absolute discretion,
may terminate such trust and distribute the trust property to the
person or persons then entitled to receive or have the benefit of
the income therefrom or the legal representative of such person.
If there is more than one income beneficiary, my Trustee shall
make such distribution to such income beneficiaries in the
proportion in which they are beneficiaries or if no proportion is
designated in equal shares to such beneficiaries.
,,
-14-
(4) My Executor and Trustee are .authorized and empow-
ered to acquire and to retain, either permanently or for such
period of time as my Executor or Trustee may determine, any
assets, including the capital stock of any closely held corpora-
tion, whether such assets are or are not of the character ap-
proved or authorized by law for investment by fiduciaries and
whether such assets do or do not represent an overconcentration
in one investment.
(5) My Executor and my Trustee are authorized and
empowered to disclaim any interest, in whole or in part, of which
I; my Executor, or my Trustee, may be the beneficiary, devisee,
or legatee, by executing an appropriate instrument (in accordance
with section 2518 of the Internal Revenue Code of 1986, as
amended, or such similar section as may then be in effect),
(6) My Executor and Trustee are authorized and empow-
ered to sell at public or private sale, or exchange, and to
encumber or lease, for any period of time, any real or personal
property and to give options to buy or lease any such property,
Additionally, my Executor and Trustee are authorized and em-
powered to compromise claims, to borrow from anyone (including a
fiduciary hereunder) and to pledge property as security therefor,
to make loans to and to buy property from anyone (including a
fiduciary or beneficiary hereunder); provided that any such loans
shall be adequately secured and at a fair interest rate.
-15-
(7) My Executor and Trustee are authorized and empow-
ered to allocate property, charges on property, receipts and
income among and between principal or income, or partly to each,
without regard to any law defining principal and income.
TWELFTH: (1) My Trustee may- hold any property distributed
to it hereunder, whether by my Executor or otherwise, in one or
more separate trusts, either on identical terms or, to the extent
that the terms of the trust are severable into distinctly sepa-
rate shares, on terms reflecting such separate shares. Further-
more, my Executor may, by an instrument in writing delivered to
my Trustee, direct my Trustee to hold a specified portion of a
trust created hereunder as a separate trust. Any such direction
shall be effective as of the date of my death.
(2) My Trustee may, at any time and from time to time,
divide any trust hereunder into two or more separate trusts
(based on the fair market value of the trust assets at the time
of the division) and combine two or more trusts hereunder with
substantially identical terms (whether or not such trusts were
previously separated from one trust).
(3) If a trust is held as, or divided into, separate
trusts, my Executor or my Trustee, as the case may be, may, at
any time prior to a combination of such trusts, (a) make differ-
ent tax elections (including the allocation of the GST exemption)
with respect to each separate trust, (b) expend principal and
exercise any other discretionary powers with respect to such
~~~czr ~~L~'-~~~~
-ls-
separate trusts differently, (c) invest such separate trusts
differently, and (d) take all other actions consistent with such
trusts being separate entities. Further, the donee of any
special power of appointment, if applicable, with respect to a
trust so divided may exercise such power d~.fferently with respect
to the separate trusts created by the division.
(4) I anticipate that my Executor or my Trustee, as
the case may be, may hold property as one or more separate trusts
or divide trusts hereunder for both tax and administrative
reasons. For example if my Executor decides to allocate .some or
all. of my GST exemption to any trust created under the Bypass
Gift, my Trustee may determine it to be desirable to create
separate trusts in order that no trust hereunder has an inclusion
ratio (as defined in Section 2642(a)(1) of the Internal Revenue
Code of 1986, as amended) other than zero or one.
(5) I exonerate my Executor and my Trustee from any
liability arising from any exercise or failure to exercise these
powers, provided the actions (or inactions) of my Executor or my
Trustee are taken in good faith.
THIRTEENTH: No person who at any time is acting as a co-
trustee (if any) hereunder shall have any power or obligation to
participate in or to exercise any discretionary authority that I
have given to my Trustee to pay principal or income to such
person, or for his or her benefit or in relief of his or her
i't~
-17-
legal obligations. Such discretionary authority shall be exer-
cised solely by the disinterested co-trustee.
FOURTEENTH: No interest of any beneficiary under this Will,
any Codicil hereto, or any trust created herein, shall be subject
to anticipation or to voluntary or involuntary alienation.
FIFTEENTH: All estate, inheritance, succession and other
death taxes imposed or payable by reason of my death and interest
and penalties thereon with respect to all property comprising my
gross estate for death tax purposes, whether or not such property
passes under this Will, shall be paid out of the residue of my
estate, as if such taxes were expenses of administration, without
apportionment or right of reimbursement. I authorize my Executor
and Trustee to pay all such taxes at such time or times as deemed
advisable.
IN WITNESS WHEREOF, I have set my hand and seal on this my
Last Wil l and Testament this f I r; f day of ~' r =~ ~' ~ ~- % -
~~ , 1991.
ELEANOR HASELHUHN ~~ ~ (SEAL)
SIGNED, SEALED, PUBLISHED, and
DECLARED by ELEANOR HASELHUHN,
as and for her Last Will and
Testament, on the day and year
last above written, in the
presence of us, who, at her
request, in her presence, and
in_ the presence of each other,
all being present at the same
time, have hereunto subscribed
our names as witnesses:
;'
/ /T _
-18-
SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA .
COUNTY OF DAUPHIN - SS.
WE, ELEANOR HASELHUHN and HEATH L. ALLEN
and ELEANOR M rI, N the
Testatrix and the witnesses, respectively
to the attached or foregoing instrument, beingsfirstedulre signed
do hereby declare. to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and that she
had signed willingly (willingly directed another to sign for
her), and that she executed it as her free and voluntary act for
the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testatrix,, signed the Will as
witness and to the best of his or her knowledge the Testatrix was
at that time eighteen (18) years of age or older, of sound mind,
and under no constraint or undue influence.
'.~2~~'
ELEANOR HASELHUHN, Testatrix
ti
. ~ ~-,r ,
- --- ~ -
Witness "
Wi ness r
Witness
Subscribed, sworn to, and acknowledged before me by ELEANOR
HASELHUHN, the Testatrix, and subscribed and sworn to before me
by HEATH T AT T FTT
' and
Fr,FANnR M ATTF'rr witnesses, this 11th day
of July , 1991.
Notary Pui~blic
NOTARIAL SEAL
KATHR'/N C. HOLLINGER. Notary Public
Harrisburg, Dauphin County
_19_ M Commisalon Ex fires Febr~ar-,73, 1995
Delete the following paragraph from the last will and testament of
Eleanor Haselhuhn:
Number Two
If my husband, Donald H. Haselhuhn, pre-deceases me, I give and bequeath
unto the National Multiple Sclerosis Society, Central Pennsylvania Chapter,
without restriction as to use, cash, securities or other property, in an amount
equal to ten percent (10%) of my gross estate as finally fixed in the federal estate
tax proceedings for my estate.
r
Signed ~ -~~~,/ / ~' -- / ~
Witnesses
~~~ ~r/~ ~~~~ ~~~~`~~? ~i~~~~~ r~~
~~~
~y ,/~~~~ i ~ ~~
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal ~
Michelle C. Quaca, Notary Public
~ mp Hill Boro, Cumberland County ~~/~~//p ~ L~2,A~~
y Commission Expires July 30, 2010 Z. ~Y-/ L
Member, Pennsylvania Association of Notaries
Form 706
United States Estate (and Generation-Skipping
(Rev. August 2008) Transfer) Tax Return
OMB No. 1545-0075
Departmentofthe Treasury Estate of a citizen or resident of the United States (see separate instructions).
Internal Revenue Service To be filed for decedents dying after December 31, 2007, and before January i, 2009.
1a Decedent's firstname and middle initial(and maiden name, if any) ib Decedent's lastname 7nm..e.~....o.. e.~., _.._~_
y 38 County, state, and ZIP code,orforeign country, of legal 3b -
residenee(domicile)attime ofdeath
3
~ Cumberland County, Pennsylvania 17011 sb
'O
C
~ 6a Narneefexecutor(seepage4oftheinstruetfons)
C
~pd
tai 6C Executor's social securitynumber(seepage5oftheinstruetions)
O
r
7a Name and location of courtwhere will was probated orestate administered
2=
a _ Orphans' Court Division f:r,lirf of f'nmmnn Dlo.,~.
Year domicile establ. 14 Date of birth 5 Date of death
Executor's address (number an d street including apartment or
town, or postoffica;state;and ZIP code) and phone no,
I' ,~~
Phone
tf If decedent diedtastate,checkhere - ~ and attachacertifiedeopyofthewill. 9lfyouextendedthetimetofilethisForm70
10 If Schedule R-1 is attached, check here - ^
1 Total gross estate less exclusion (from Part 5 -Recapitulation, page 3, item 12) 1
2 Tentative total allowable deductions (from Part 5 -Recapitulation, page 3, item 22) 2
3a Tentative taxable estate (before state death Tax deduction) (subtract line 2 from line 1) 3a
b State death tax deduction 3b
c Taxable estate (subtract fine 3b from line 3a) 3c
4 Adjusted taxable gifts (total taxable gifts (within the meaning of section 2503) made by the decedent
after Dec. 31, 1976, other than gifts that are includible in decedent's gross estate (sect. 2001(b))) 4
5 Add lines 3c and 4 5
6 Tentative tax on the amount on line 5 from Table A on page 4 of the instructions g
c 7 Total gift tax paid or payable with respect to gifts made by the decedent after December 31, 1976.
a Include gift taxes by the decedent's spouse for such spouse's share of split gifts (section 2573) only
~ if the decedent was the donor of these gifts and they are includible in the decedent's gross estate
a (see instructions)
E 7
V B Gross estate tax (subtract line 7 from fine 6} ,
8
'~ 9 Maximum unified credit (applicable credit amount) against estate tax 9 780 800.00
r 10 Adjustment to unified credit (applicable credit amount). (This
~ adjustment may not exceed $6,000. See page 6 of the instructions.) 10 0.00
a 11 Allowable unified credit (applicable credit amount) (subtract line 10 from line 9) 11
12 Subtract line 11 from line 8 (but do not enter less than zero) 12
13 Credit for foreign death taxes (from Schedule(s) P). (Attach
Forms} 706-CE,) 13 0.00
14 Credit for tax on prior transfers (from Schedule Q) 14 0.00
15 Total credits (add lines 13 and 14) 15
16 Net estate tax (subtract fine 15 from line 12) 16
17 Generation-skipping transfer (GST) taxes payable (from Schedule R, Part 2, line 10) 17
18 Total transfer taxes (add lines 16 and 17) ig
19 Prior payments. Explain in an attached statement 19
20 Balance due or ove a ent subtract line 19 from line 18 2D
inner nun~x.ce.. s ., __
Sign
Here
!d belief,'It is true, correct,~and complete Declarationrof~preparer Mher than i~hegexefeirtores badsed
any knowledge.
. rvr' ~
~; !.s -~
Signature otexeeutor , a
ca:.:'~ L , ..... ., ~ t~
' Signaturo ofexecutor
Paid signature
Preparer's Keefer Wood Allen & Rahal LLP
Frm's name (or
or
Use Only yours if self-employed),, 210 Walnut Street EiN - 23-0716135
P.O. Box 11963
address, and ZIP code Harrisburg, PA 17108 Phone no. (717) 255-8015
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the separate instructions for this form. Form
VEA 706-1 (9/7/08) 706 (Rev. B-2D08)
uite no.; city,
se number
i8-1126
ckhere -~
496.826.E
234,529.4
262.297.1
c
uc~ i ie~ us, af10 i0 ine DeSi Ot my
on all information of which
Date
' Date
Check if
self-employed - ^
CHt.N~ 9nFdAR
EXHIBIT
Form 7D8(gev.
Estate
Decedent's Social Security Number
Part 3 -Elections by the Executor
• •---- -••~-^ ~•~ •.,, ~~ ~.~ ..max .w eacn quesnon (see msvucnons beginning on page 6).
Note. Some of these elections may require the posting of bonds or liens. Yes No
1 Do you elect alternate valuation?
1
X
2 Do you elect special-use valuation? .
-
If "Yes
" you must complete and attach Schedul
A-1
~ ~ ~ ~ X
,
e
.
3 Do you elect to pay the taxes in installment
as d
ib
d i 2
s
escr
e
n section 6166? _
if "Yes," you must attach the additional information described on pages 10 and 11 of the i
t
ti X
ns
ruc
ons.
Note. By electing section 6166, you may be required to provide security for estate tax deferred under
section 6166 and interest in the form of a sure bond or a section 6324A Ifen. 3
4 Do you elect to postpone the part of the taxes attributable to a reversionary or remainder Interest as described in
section 6163? .
Part Q - reannr~l Infnrnv~t:r.." ,.~_.__ ., 4 X
--- ------ -•-----• • ~•----...~•~•~~ ~••~~.~ •~ G ~~~„~~~a~y suNpiemerrzai aocuments. You must attach the death
certificate.) (see instructions on page 12)
Authorization to receive confidential tax information under Regs. sec. 601.504{b)(2)(i); to act as the estate's represernative before the IRS; and to
make written or oral presentations on behalf of the estate 'rf return prepared by an attorney, accountant, or enrolled agent for the executor.
Name of represeritative (print or type) -State Address (number, street, and room or suite no., city, state, and ZIP code)
~ ceciare tnat 1 am the ®attomey/ [~ certified public accournanU ~ enrolled agent (you must check the applicable box) for the executor
prepared this return for the executor. I am not under suspension or disbarment from practice before the Internal Revenue Service and am qualii
to ractlce in the state shown above.
Signature CAF number Date Telephone number
~.,..-~~
1 eath cert'rficate number and issuing authority (attach a copy of the death certificate to this return).
PA Dept of Health Vital Records
2 Decedent s business or occupation. If retired, check here - ® and state decedent's former business or occupation.
_ Business Manager
3 Mantai status of the decedent at time of death.
^ Married
® Widow or widower -Name, SSN, and date of death of deceased spouse - , pgp~(d }-~., H~selh.Uh~ .................... .
.SSIV; 023-o~-2R~~.......Qate.o#P.each:. 0~!Q$!1~~4 ................
^ Single ..................................
^ Legally separated
Uate divorce decree became final -
4a Surviving spouse's name 14b Social security number 4c Amount received (see page 12 of the instructions)
None
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 O) (see instructions).
Name of individual, trust, or estate receiving $5,000 or more Identifying number Relationship to decedent Amount (see instructions
See schedule attached ~' ~' ~ ,T ' ' 5,262,790.23
All unascertainable beneficiaries and those who receive less than $5
000
-
,
-
Total . 0.00
Please check the "Yes" or "No" box for each question. 5 262 790.23
Yes No
6 Does the gross estate contain any section 2044 property (qualified terminable interest property (OTIP) from a prior gift or
estate) (see page 12 of the instructions)?
7a Have federal gift tax returns ever been filed?
"
" X
X
If
Yes,
please attach copies of the returns, if available, and furnish the following information:
7b Period(s) covered 7c Internal Revenue office(s) where filed
ea 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 decedern own any insurance on the life of another that is not included in the gross estate? X
~............~.. vi ~ ~ ~ciu Nays/
Page 2
VEA 708-2 (9/7/08)
Estate of: H. Eleanor Haselhuhn
188-12-9996
Beneficiaries
Name of Beneficiary I.D. Number R
l
ti
M e
a
onship Amount
ary Ann Haselhuhn (Mohr) Non-Probate 196-48-2172 Daughter
3,119,877.46
Devon Haselhuhn -Residual Estate 199-62-2698 Granddaughter 1,024,826.30
l_annetta Haselhuhn 198-42-5612 Daughter-in-law 32,489.04
Mary Ann Haselhuhn (Mohr) Residual Estate 196-48-2172 Daughter 1,024,826.29
Devon Haselhuhn Non-Probate 199-62-2698 Granddaughter 89.14
Mary Ann Mohr -Tangible Personal Property 196-48-2172 Daughter 60.682(ln
a,cv~, ! yU.L.S
p ~ `~_ ~ .,~ tt
_. __.
I
I
Forrn 706 (Rev. 8-2008)
Part 4 -General Information (continued)
i
i If you answer '~Vpe" to anv of nn~R...... a_~c
• ---- • -- ° -••~ -• ~~~~~~~~~ ~- ~~, r~~ „,~s~ aaacn aaarnonat information as described in the instructions Y
.
9 Did the decedent
t th
ti es No
a
e
me 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 decedents spouse, and (b) less than the full value of the property is
included on the return as part of the gross estate? If "Yes," you must complete and attach Schedule E X
10a Did the decedent, at the time of death, own any interest in a partnership (for example, a family limited partnership)
an
,
unincorporated business, or a limited liability company; or own any stock in an inactive or closely held corporation?
b If "Yes
"
th
l X
,
was
e va
ue of any interest owned (from above) discounted on this estate tax return? If "Yes," see the instructions for
Schedule F on page 20 for reporting the total accumulated or effective discounts taken on Schedule F or G
11 Did the decedent make any transfer described in section 2035, 2036, 2037, or 2038 (see the instructions for Schedule G
beginning on page 15 of the separate instructions)? If "Y
°
es,
you must complete and attach Schedule G X
i2a Were there in existence at the time of the decedent's death an trusts created b the decedent Burin his or her lifetime?
b Wer
th
i
i X
e
ere
n ex
stence at the time of the decedents death any trusts not creazed by the decedent under which the decedent
possessed any power, beneficia- interest, or trusteeship? X
c Was the d
d
t
i
i
ece
en
rece
v
ng income from a trust created after October 22, 1986 by a parent or grandparent?
"
" x
If
Yes,
was there a GST taxable termination (under section 2612) upon the death of the decedent?
d If th
GST
ere was a
taxable termination (under section 2612}, attach a statement to explain. Provide a copy of the trust or will
creating the trust, and give the name, address, and phone number of the current trustee(s).
e Did the decedent az any time during his or her lifetime transfer or sell an interest in a partnership, limited liability com
an
p
y,
closely held corporation to a trust described in question 12a or 12b? or
_
If "Yes," provide the EIN number to this transferred/sold item. - X
13 Did the d
d
t
ece
en
ever possess, exercise, or release any general power of appointment? if "Yes," you must complete
and attach Schedule H
_ X
14 Did d
d
h
ece
ent
ave an interest in or a signature or other authority over a financial account in a foreign country
such as a
,
bank account, securities account, or other financial account? . X
15 Was the d
d
i
i
ece
ent,
mmediately before death, rece(ving an annu
ty described in the "General" paragraph of the instructions
for Schedule I or a private annuity? If "Yes,° you must complete and attach Schedule t X
16 Wa
th
d
d
s
e
ece
ent ever the beneficiary of a trust for which a deduction was claimed by the estate of apre-deceased s
ou
p
s
under section 2056(b)(7) and which is not reported on this return? If "Yes," attach an explanation e
X
Pa rt 5 -Recapitulation
Item
numbe
r Gross estate t ~,,, Fri ~, :~,
Alternate value
Value az date of death
1
2 Schedule A -Real Estate ~`' '~' ~ '•~ ' ' ~ -" "'
• _,~,,'~ ~. ' •..., -'= ~:. J • ;~
1
483 000.00
483 000.00
3 Schedule B -Stocks and Bonds 2 3 657 818.30 4 361 671.34
4 Schedule C -Mortgages, Notes, and Cash 3 1 081 953.76 1 081 953.76
Schedule D -Insurance on the Decedent's L'te (attach Form{s) 712} 4 114 915.06 114 915.06
5 Schedule E -Jointly Owned Property (attach Form(s) 712 for life insurance) 5 2 252 700.22 2 405 500.22
6 Schedule F -Other Miscellaneous Property (att. Form(s) 712 for life insurance) 6 439 143.30 439 852.81
7 Schedule G -Transfers During Decedent's Life (att. Form(s) 712 for life insurance) 7 0.00 0.00
8
s Schedule H -Powers of Appointrnent 8 0.00 0.00
Schedule I -Annuities s 467 295.99 467 295
99
10
11 Total estate add items 1 thou h 9
S
h
d
l 10 8 496 826.63 .
9 354 189.18
c
e
u
e U - Ouafitied Conservation Easement Exclusion 11 0.00 0
00
12 Total gross estate less exclusion (subtract item 11 from item 10). Enter here .
Item and on line 1 of Part 2 -Tax Com trtation 12 8 496 826.63 9 354 189.18
number Deductions Amount
13
14 Schedule J -Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims
S 13 216 941.77
chedule K -Debts of the Decedent ... 1q 17 587.71
15
16 Schedule K -Mortgages and Liens
T 15 0.00
otal of items 13 through 15 16 234 529.48
17 Allowable amount of deductions from item 16 (see the instructions for item 17 of the Recapitulation) 17 234 529.48
18 Schedule L -Net Losses During Administration 18 0.00
19 Schedule L -Expenses incurred in Administering Property Not Subject to Claims 1s 0.00
20 Schedule M -Bequests, etc., to Surviving Spouse - 2p 0.00
21 Schedule O -Charitable Public and Similar Gifts and Be uests 21 0
00
22 Tentative total allowable deductions add items 17 throw h 21 . Enter here and on line 2 of the Tax Com utation 22 .
234.529.48
t'age 3
VEA 708-3 (8/7/08)
Form 706 (Rev.
~ Estate of:
Decedent's Social Security Number
SCHEDULE A -Real Estate ~ vv
• For jointly owned property that must be disclosed on Schedule E, see the instructions on the reverse side of Schedule E
• Real estate that is part of a sole proprietorship should be shown on Schedule F. '
• Real estate that is included in the gross estate under section 2035, 2036, 2037, or 2038 should be shown on Schedule G.
• Real estate that is included in the gross estate under section 2041 should be shown on Schedule H.
• If you elect section 2o32A valuation, you must complete Schedule A and Schedule A-~.
nutmber Description Alternate
valuation date
Anemate value
1 House and Lot Commonwly Known As 492 N. 25th 04/13/2009 258
000
00
Street, Camp Hill, Cumberland County, Pennsylvania ,
.
17011
Deed Book 15 - T. Page 431
2 -House and Lot Commonly Known As 422 E. Winding 04/13/2009 125
000
00
Hill Road, Mechanicsburg, Cumberland County, ,
.
Pennsylvania 17055
Deed Book L 30 Page 758
Appraised Value
3 Unimproved Land Located In Burnet County, Texas 04/13/2009 100
000.00
Lots 37027 and 37027 in Horsehoe Bay, a Subdivision ,
Deed Book Vol 701 Page 882
Deed Book Vol 701 Page 878
Deed Book Vol 283 Page 289-290
Estimated value
Need Appraisals
}'
L'1`" -~
Value at date of death
258, 000.00
125, 000.00
100, 000.00
Total from continuation schedules or additional sheets attached to this schedule 0.00 0.00
TOTAL (Also enter on Part 5 -Recapitulation, page 3, at item ~.) 483,000.00 483,000.00
(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.)
VEA 706-4 (g~~o6l Schedule A -Page 4
Form 708 (Aev,
of:
Decedents Social Security Number
SCHEDULE B -Stocks and Bonds
(For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.1
~•• • ••-•- ,.r•....., .~ . ~~~~~, a.~~, ~ ~,~ v~i~unuanvn scneawe from the end Of this package or additional sheets of the same size.)
(The instructions to Schedule B an; in the separate instructions.) Schedule B -Page 12
ven Toe-iz (srrioai
~' Page 2
Estate of: H. Eleanor Haselhuhn ~ r,~, t: .. ,
188-12-9996
Schedule B -Stocks and Bonds
Item
number Description Unit value
CUSIP/EIN Altemate
valuation date
Alternate
value
Value at
1
54 Shares Anglogold Limted, A limited Liability
19.575 date of death
Company Incorporated Under The Laws Of The 01/14/2009 1,057.05
Republic Of South Africa 1,389.41
Cusip 035128 20 6
2 50 Shares Breakwater Resources LTD 0.1175
Continued Under Laws Of Canada
Various 5.88
Cusip 106902 30 7
2.03
3 500 Common Shares C.W.S. Waveguide Corp. 04/13/2009
0.00
0.00
Worthless
4 300 Shares Enerserv Products, Inc. 04/13/2009 75
00
Cussp 292741 10 5 . 75.00
5 367 Common Shares FirstEnergy Corp. 49
315
Cuisp 337932 10 7 .
01 /14/2009
17, 957.21 18,098.60
6 4,368.506 Units Franklin Tax-Free Trust 8
97
Franikin Pennsylvania Tax-Free Income Fund - .
01!13/2009 39,185.50
Class I 41,500.81
Cusip 354 723 801
7 506 Common Shares Pioneer Natural Resources 33
5
Company . 16,951.00
Cusip 723787 10 7 01/14/2009 9,821.40
8 667 Shares Common Shares Pioneer Natural 33
5
Resources Company .
19.34
04/13/2009
12
899
78 22,344.50
Cusip 72378710 7 ,
.
Held Book Entry Form
9 25 Shares Public Service Enterprise Group 27
55
Incorporated
Cusip 744573 10 6 .
29.745
04/13/2009
743.62 688.75
10 25 Shares Public Service Enterprise Group 27
55
Incorporated . 688.75
Cusip 744573 10 6 Various 642.43
11 1,000 Shares Temp-Stik Corporation 04/13/2009
Cusip 879704 10 4 0.00
0.00
Worthless
12 1,560 Shares The Walt Disney Company 25
17
Cusip 254687 10 6 .
01/14/2009
34,897.00 39,265.20
TOTAL. (Carry forward to main schedule) ...... 119,928.69 138,360.23
Estate of: H. Eleanor Haselhuhn
Schedule B -Stocks and Bonds
Page 3
x~~
`~ 'r' ~' T- 188-12-9996
~~~ f. ~
.a., {~~
Item
number Description Unit value
CUSIP/EIN Alternate
valuation date
Alternate
Value at
value date of death
13 $10,000 City Of Philadelphia Bond; 114.824
PA Gas Works Revenue 0
1/15/2009 11,482.40
Original Issue Date June 15, 1990; Maturity Date . 11,745.00
May 15, 2020; Interest Rate 7.0%
Cusip 717823KQO
Accrued Interest 04/13/2009 287.23
287.23
14 119 Shares Citadel Broadcasting Corporation 0.39
Book Entry Account 01004635571 IND 0
06 04/13/2009 46.41
Cusip 172857106 ~ . 7.14
15 3,556.708 Units Dreyfus Premier State Muni Bd Fd 14
41
PA Series - Class A .
03/06/2009
53
457
32 51,252.16
Account No. 0058-3349909196 ,
.
16 2737 Shares Sovereign Bancorp, Inc. 3
91
Book Entry Account No. 125208054219 .
01/14/2009
7
905
78 10,701.67
Cusip 84590510
,
.
17 Putnam Investments 10
62
4,007 Shares Putnam Tax-Free Hi h Yield-A
g .
01 /30/2009 42,554.34
Account No. 0040-0233318006 37, 745.94
18 590 Shares Prudential Financial, Inc. 45
595
Book Entry Shares .
27.845
04/13/2009
16,428.55 26,901.05
19 1,405.494 Shares Ivy Core Equity A 7 61
20 Securities Held In Smith Barney
Reserved Client Financial Management
Account No. 724-18041-16 180
21 1,247 Shares DailmerAG
Held In Smith Bamey Reserved Client Financial
Management Account No. 724-18041-16 180
22 1,000 Shares Covidien LTD
Held !n Smith Barney Reserved Client Financial
Management Account No. 724-18041-16 180
23 1,000 Shares Tyco Intl Ltd
Held In Smith Barney Reserved Client Financia!
Management Account No. 724-18041-16 180
24 1,000 Shares Tyco Electronics LTD
Held In Smith Barney Reserved Client Financial
Management Account No. 724-18041-16 180
TOTAL. (Carry forward to main schedule) ..... .
10,695.81
6.51 04/13/2009 9,149.77
04/13/2009 0.00 0.00
35.975 44, 860.82
Various 30,333.98
46.1 46,100.00
Various 29,811.37
28.23 28,230.00
Various 19,697.38
21.775 21, 775.00
Various 8,987.94
225,557.40 294,886.89
+i
I _ _ _. _.
Page 4
Estate of: H. Eleanor Haselhuhn
188-12-9996
Schedule B -Stocks and Bonds-~ -~ ~;
- ~ .;mod .a
Item
number Description
Unlt value Alternate Alternate Value at
CUSIP/EIN valuation date value
25
5,716 Shares Aetna Inc. New date of death
30
7 ~
i
Held In Smith Barney Reserved Client Financial .
175,481.20
Various 119
930
43
Management Account No. 724-18041-16 180 ,
.
26 6,000 Shares America Movil S.A.B. De CV Series L 35
365
~ Spons ADR
Held In Smith Bamey Reserved Client Financial .
212,190.00
35.365 Various 149,578.25
Management Account No. 724-18041-16 180
27 21,600 Shares American Express Co. 25
96
Held In Smith Barney Reserved Client Financial .
560,736.00
Various
Management Account No. 724-18041-16 180 249,771.26
28 4,320 Shares Ameriprise Financial Inc. 23
99
j Held In Smith Barney Reserved Client Financial .
103,636.80
Variou
i
Management Account No. 724-18041-16 180 s 66,412.91
29 8,000 Shares Amgen Inc. 51:76
I
Held In Smith Barney Reserved Client Financial 414,080.00
Various 387
121
01
I Management Account No. 724-18041-16 180 ,
.
~ 30 2,566 Shares Cisco Sys Inc. 18
55
Held In Smith Barney Reserved Client Financial .
47,599.30
01/14/2009 42
956
90
Management Account No. 724-18041-16 180 ,
.
31 2,000 Shares Dell Inc. 14
385
Held In Smith Barney Reserved Client Financial .
28,770.00
01!14/2009 22
179
87
Management Account No. 724-18041-16 180 ,
.
32 450 Shares Expedia Inc. 12
42
Held In Smith Barney Reserved Client Financial .
5,589.00
01/14/2009 4
140
96
Management Account No. 724-18041-16 180 ,
.
33 1,000 Shares First Energy Corp. 49
315
Held In Smith Barney Reserved Client Financial .
49,315.00
01/14/2009 48
929
72
Management Account No. 724-18041-16 180 ,
.
34 25 Shares General Electric Company 21
34
Held In Smith Barney Reserved Client Financial .
533.50
01/14/2009 399
74
Management Account No. 724-18041-16 180 .
35 90 Shares HSN Inc. 9.075 816.75
Held In Smith Bamey Reserved Client Financial 01/14/2009 520.19
Management Account No. 724-18041-16 180
36 1,096 Shares Haberlnc. 0.055 60.28
Held In Smith Bamey Reserved Client Financial 01/14/2009 5.47
Management Account No. 724-18041-16 180
TOTAL. (Carry forward to main schedule) ...... 1,091,946.71 1,598,807.83
Estate of: H. Eleanor Haselhuhn
1
1
Page 5
- ~ ~;-, ,~.\y 4 ~ .-~::- 188-12-9996
Schedule B -Stocks and Bonds ~ ~ -~-~~ t~ E
Item
number Description Unit value
CUSIP/EIN Alternate
valuation date
Alternate
Value at
value date of death
37 225 Shares lAC/Interactive Corp. 15.52
i Held In Smith Barney Reserved Client Financial
01/14/2009 3,492.00
Management Account No. 724-18041-16 180 3,365.98
~ 38 5,727 Shares Intel Corp 16
385
Held In Smith Barney Reserved Client Financial .
01/14/2009 93,836.90
Management Account No. 724-18041-16 180 81,040.60
39 2,000 Shares Intl Business Machines Corp 90
28
Held In Smith Barney Reserved Client Financial .
01 /14!2009 180,560.00
Management Account No. 724-18041-16 180 169, 939.04
40 90 Shares Interval Leisure Group Inc. 6.841
Held In Smith Barney Reserved Client Financial 615.69
01/14/2009 522
89
Management Account No. 724-18041-16 180 .
41 1,278 Shares Johnson & Johnson 60
375
Held In Smith Barney Reserved Client Financial .
77,159.25
01/14/2009 75
695
51
Management Account No. 724-18041-16 180 ,
.
42 116 Shares LSI Corp. 4
415
Held In Smith Barney Reserved Client Financial .
512.14
01/14/2009 397
87
Management Account No. 724-18041-16 180 .
43 5,760 Shares Lehman Brother Holdings Inc. 0
11
Held In Smith Bamey Reserved Client Financial .
633.60
01/14/2009 391
67
Management Account No. 724-18041-16 180 .
44 2,000 Shares Lenovo Group LTD Spon ADR 8
325
Held In Smith Bamey Reserved Client Financial .
16,650.00
01/14/2009 8
831
55
Management Account No. 724-18041-16 180 ,
.
45 8,000 Shares McGraw Hill Cos Inc. 24
71
Held In Smith Barney Reserved Client Financial .
197,680.00
01/14/2009
190
279
73
Management Account No. 724-18041-16 180 .
,
.
46 8,000 Shares Microsoft Corp. 24
065
Held In Smith Barney Reserved Client Financial .
192,520.00
01/14/2009 156
947
91
Management Account No. 724-18041-16 180 ,
.
47 588 Shares Monsanto Co New 89
335
Held In Smith Barney Reserved Client Financial .
52,528.98
01/14/2009 48
104
01
Management Account No. 724-18041-16180 ,
.
48 1,500 Shares Motorola Inc DE 5
3
Held In Smith Barney Reserved Client Financial .
7,950.00
01/14/2009 6
704
96
Management Account No. 724-18041-16 180 ,
.
TOTAL . (Carry forward to main schedule) ......
742,221.72 824,138.56
Estate of: H. Eleanor Haselhuhn
Page 6
188-12-9996
Schedule B -Stocks and Bonds ~ ., ,..: ~ ,~ a;y
,., ~,;
Item
number
Description
Unit value Alternate Alternate Value at
CUSIP/EIN valuation date
value
49 20,248 Shares Oracle Corp ~_
date of death
.
Held In Smith Barney Reserved Client Financial 17.955
363,552.84
Management Account No. 724-18041-16 180 01/14/2009
353,418.75
50 5,200 Shares PPL Corp. 32
175
Held In Smith Barney Reserved Client Financial .
01/14/2009 167,310.00
Management Account No. 724-18041-16 180 167,681.89
51 1,000 Shares Panera Bread Co . CL A 43
635
Held In Smith Bamey Reserved Client Financial .
43,635.00
01/14/2009
Management Account No. 724-18041-16 180 51,299.71
52 1,122 Shares Parker-Hannifin Corp. 43
18
Held In Smith Bamey Reserved Client Financial .
48,447.96
01/14/2009
Management Account No. 724-18041-16 180 47,647.59
53 2,415 Shares Pfizer Inc. 16
395
Held In Smith Barney Reserved Client Financial .
01/14/2009 39,593.93
Management Account No. 724-18041-16 180 42,214.68
54 3,348 Shares Public Service Enterprise Group 27
22
Held In Smith Barney Reserved Client Financial .
_
22 04/13/2009 91,132.56
27
Management Account No. 724-18041-16 180 .
91,132.56
55 1,000 Shares Reynolds American Inc. 44
52
Held In Smith Barney Reserved Client Financial .
44,520.00 .
01/14/2009
Management Account No. 724-18041-16 180 39,289.77
56 1,000 Shares Rite Aid Corp. 0
705
Held fn Smith Barney Reserved Client Financial .
705.00
Management Account No. 724-18041-16 180 01/14/2009
330.89
57 2,000 Shares Sirius XM Radio Inc. 0.49585
Held In Smith Barney Reserved Client Financial 991.70
Management Account No. 724-18041-16 180 01/14/2009 215.19
58 3,147 Shares Sovereign Bancorp Inc. 3
91
Held In Smith Barney Reserved Client Financial .
12,304.77
01/14/2009
Management Account No. 724-18041-16180 9,090.05
59 1,431 Shares Sun Microsystems Inc New 5
355
Held In Smith Barney Reserved Client Financial .
7,663.00
Management Account No. 724-18041-16 180 01/1412009 6,611.18
60 7 Shares Supervaiu Inc. 18
8125
Held In Smith Barney Reserved Client Financial .
131.69
Management Account No. 724-18041-16 180 01/14/2009 122.28
TOTAL. (Carry forward to main schedule) ..... .
809,054.54 819,988.45
Estate of: H. Eleanor Haselhuhn
Schedule B -Stocks and Bonds
Page 7
~~~ ~-_ . 188-12-9996
Item
number
Description
Unit value Alternate
CUSIP/EIN valuation date
Alternate
Value at
61 4,000 Shares Telefonos De Mexico Sp ADR value date of death
Sponsored ADR Repstg Hs Sr L 23.565
94,260.00
Held In Smith Barney Reserved Client Financial 01/14/2009 75,981.57
Management Account No. 724-18041-16 180
62 4,000 Shares Telmex Intl S.A.B.De Cv ADR Ser L 11
86
Held In Smith Barney Reserved Client Financial . 47,440.00 -
ManagementAccount No. 724-18041-16 180 01/14/2009 46,816.53
63 90 Shares Ticketmaster inc. 12.555
Held In Smith Barney Reserved Client Financial 01/14/2009 1,129.95
Management Account No. 724-18041-16 180 611.99
64 433 Shares Travelers Companies Inc. 34.655
Held In Smith Barney Reserved Client Financial 01/14/2009 15,005.62
Management Account No. 724-18041-46 180 18,198'88
65 14 Shares Tree.Com Inc. 2.475
Held In Smith Barney Reserved Client Financial 01/14/2009 34.65
Management Account No. 724-18041-16 180 61.59
66 11,392 Shares Hancock John Patriot 5
723
Premium Dividend Fund it
Held In Smith Barney Reserved Client Financial .
01/14/2009 65,196.42
84,762.71
Management Account No. 724-18041-16 180
67 2,750.1606 Shares PIMCO Strategic Global 8
79
Government Fund Inc.
Held In Smith Barney Reserved Client Financial .
24,173.91
Various 26,590.06
Management Account No. 724-18041-16 180
68 1,000 Shares Wells Fargo Capital Trust IV 21
075
Held In Smith Barney Reserved Client Financial
M .
21,075.00
01/14/2009 24
736
86
anagement Account No. 724-18041-16 180 ,
.
69 3,941.902 Shares Dreyfus Premier State Muni 14
41
Bond Fund PA Series CIA
Held In Smith Barney Reserved Client Financial .
56,802.81
03/06/2009 59,246.79
Management Account No. 724-18041-16 180
70 Emerald Mutual Funds 9 39
6,993.426 Shares Forward Growth Fund CIA
Held In Smith Bamey Reserved Client Financial 65,668.27
01/26/2009 51,121.94
Management Account No. 724-18041-16 180
71 1,624.492 Shares Legg Mason Partners Municipal 12
76
High Income Fund Class A
Held In Smith Barney Reserved Client Financial .
20,728.52
01/28/2009 19,055.29
Management Account No. 724-18041-16 180
TOTAL. (Carry forward to main schedule) ..... .
407,184.21 411,515.15
_.
Estate ofi H. Eleanor Haselhuhn
Schedule B -Stocks and Bonds
Page 8
~"i ' f; ~" ~', _~ ~- ,' 188-12-9996
ltem
number Description Unit value Alternate
CUS_ Ip/EtN valuation date Alvaluete Value at
72 674.441 Shares Legg Mason Partners Jnt'I All Cap date of death
5
7
Opptny Fd CI C .
4
03/10/2009 3,871.29
Neld In Smith Barney Reserved Client Financial 2,677.46
Management Account No. 724-18041-16 180
73 $20,000 Union County PA Higher Education Fac 100
019
Fin Au Univ Rv Bucknell Univ MBIA .
01/28/2009 20,003.80
B/E OID DT 05/15/96; Interest 5.50%; Due 19,962.80
04/01/2016
Held In Smith Barney Reserved Client Financial
Management Account No. 724-18041-16 180
Accrued Interest
04/13/2009
36.67 36.67
74 $20,000 Philadelphia PA Au For IDR 88
621
(Please Touch Museum PJ)
BED 11/8/06; Interest 425%; Due 09/01/2016 .
01/14/2009 17,72420
15,87420
Held In Smith Barney Reserved Client Financial
Management Account No. 724-18041-16 180
Accrued Interest
04/13/2009
99.17 99.17
75 $20,000 Pennsylvania State Turnpike Commn 84
002
Turnpike Revenue Series R-AMBAC INSD-OID .
16,800.40
B/E DD 03/01/01; Interest 5.0%; Due 12/01/2030 01/14/2009
19,225.00
Held In Smith Barney Reserved Client Financial
Management Account No. 724-18041-16 180
Accrued Interest
04/13/2009 366.67
366.67
76 Securities Held In Smith Barney Reserved Client
Financial Management Account No. 724-03950-1-7- 04/13/2009
0.00 0.00
375
77 1,623.006 Shares MS U.S. Government Sec Tr 1 8
26
Held In Morgan Stanley
Account No. 410-048223-0 ,
01/20/2009 13,757.84 13,406.03
78 6,448.708 Shares MS U.S. Government Sec Tr B 825
Held In Morgan Stanley 53,201.84
Account No. 410-048223-0 01/20/2009
54,615.31
79 61 Shares Covidien LTD 46
1
Held In Smith Barney Reserved Client Financial .
01/20/2009 2,812.10
Management Account No. 724-03950-17 375 2,174.63
80 154 Shares Seagate Technology - USD 9
06
Held In Smith Barney Reserved Client Financial .
01/20/2009 1,39524
Management Account No. 724-03950-17 375 688.37
TOTAL. (Carry forward to main schedule) ..... .
129, 478.12 129, 717.41
I
i
Page 9
Estate of: H. Eleanor Haselhuhn
188-12-9996
c~~
Schedule B _
,..
-Stocks and Bonds '~-~ t
~~ C_
Item
i number Description
Unit value Alternate Alternate V
l
a
ue at
CUS~p/EIN valuation date value
81 61 Shares Tyco Intl LTD New date of death
28 23
Held In Smith Bamey Reserved Client Financial 01/20/2009 1,722.03
Management Account No. 724-03950-17 375 1,344.43
82 61 Shares Tyco Electronics LTD 21
775
Held In Smith Barney Reserved Client Financial .
01/20/2009 1,328.28
Management Account No. 724-03950-17 375 919'87
f 83 600 Shares Weatherford Intl LTD NEW(Bermuda) 15
71
~ Held In Smith Barney Reserved Client Financial .
01/20/2009 9,426.00
1 Management Account No. 724-03950-17 375 6,695.96
84 218 Shares Core Laboratories NV-USD 77
265
Held In Smith Barney Reserved Client Financial .
01/20/2009 16,843.77
Management Account No. 724-03950-17 375 14,470.90
~ 85 195 Shares Alkermes Inc.
10
68
Held In Smith Barney Reserved Client Financial .
2,082.60
01/20/2009
Management Account No. 724-03950-17 375 2,080.63
86 95 Shares Anadarko Petroleum Corp. 31
635
Held In Smith Bamey Reserved Client Financial .
3,005.32
01/20/2009
Management Account No. 724-03950-17 375 3,665.08
87 210 Shares Biogen Idec Inc. 44
88
Held In Smith Barney Reserved Client Financial .
9°424.80
01/20/2009
Management Account No. 724-03950-17 375 10,271.04
88 150 Shares Broadcom Corp Cl A 15
755
Held In Smith Barney Reserved Client Financial .
01/20/2009 2,363.25
Management Account No. 724-03950-17 375 2,449.48
89 245 Shares Cablevision Systems Corp 17
035
I Cablevision NY Group CIA
Held In Smith Barney Reserved Client Financial .
4,173.58
01/20/2009 4,146.37
P Management Account No. 724-03950-17 375
90 110 Shares Cirrus Logic Inc. 4
51
Held In Smith Barney Reserved Client Financial .
01/20/2009 496.10
Management Account No. 724-03950-17 375 261.79
91 397 Shares Comcast Corp CL A-SPL 15
795
Held In Smith Barney Reserved Client Financial .
6,270.62
01/20/2009 5
597
66
Management Account No. 724-03950-17 375 ,
.
92 170 Shares Comcast Corp CL A-SPL 15.795
Held In Smith Barney Reserved Client Financial 2,685.15
Various
Management Account No. 724-03950-17 375 2,002.58
TOTAL. (Carry forward to main schedule) ..... .
53,905.79 59,821.50
Estate of: H. Eleanor Haselhuhn
Page 10
;T~`'•, ~- -. , 188-12-9996
Schedule B -Stocks and Bonds -
I Item
number Description Unit value Alternate
Alternate Value at
CUS._ IF~EIN valuation date value
93 145 Shares Cree Inc date of death
. .
Held In Smith Barney Reserved Client Financial 22.13
01/20/2009 3,208.85
Management Account No. 724-03950-17 375
i 2,473.68
94 29 Shares Discovery Communications Inc. Series A
~ 12
055
Held In Smith Barney Reserved Client Financial .
01/20/2009 349.60
Management Account No. 724-03950-17 375 419.04
95 29 Shares Discovery Communications lnc. Series C 11
235
Held In Smith Barney Reserved Ciient Financial .
325.82
01/20/2009
Management Account No. 724-03950-17 375 412.95
~ 96 220 Shares Forest Laboratories Inc. 22
635
Held In Smith Barney Reserved Client Financial .
4,979.70
01/20/2009
Management Account No. 724-03950-17 375 5,288.77
97 300 Shares Genzyme Corp. 69
055
Held In Smith Barney Reserved Client Financial .
20,716.50
Variou
Management Account No. 724-03950-17 375 s 19,691.29
98 160 Shares L 3 Communications Hldgs Inc. 84
24
Held In Smith Barney Reserved Client Financial .
13,478.40
01!20/2009
Management Account No. 724-03950-17 375 12,174.33
99 29 Shares Liberty Global Inc. Class A 19
665
Held In Smith Barney Reserved Client Financial .
570.28
01/20/2009
Management Account No. 724-03950-17 375 497.05
100 27 Shares Liberty Global Inc Series C 19
105
Held In Smith Barney Reserved Client Financial
` .
515.84
01/20/2009
Management Account No. 724-03950-17 375
;, 432.26
101 145 Shares Liberty Media Holdg Corp 8.34,5
Interactive Series A
Held In Smith Barney Reserved Client Financial 1,210.03
01/20/2009 445.14
Management Account No. 724-03950-17 375
102 79 Shares Liberty Media Holdg Corp Cap Series A 7
9
Held In Smith Barney Reserved Client Financial ,
01/20/2009 624.10
Management Account No. 724-03950-17 375 387.09
103 116 Shares Libert}r Media Corp Series A 17
765
Liberty Entertainment
Held In Smith Barney Reserved Client Financial .
2,060.74
01/20/2009 1,949.94
Management Account No. 724-03950-17 375
104 56 Shares National Oilwell Varco Inc. 27
17
Held In Smith Bamey Reserved Client Financial .
01/20/2009 1,521.52
Management Account No. 724-03950-17 375 1,338.39
TOTAL. (Carry forward to main schedule) ..... .
45,509.93 49,561.38
Estate of: H. Eleanor Haselhuhn
Schedule B -Stocks and Bonds
Page 11
'.~ .;^, - :-. =:188-12-9996
Item
number Description Unit value Altemate
CU51P/EIN valuation date
Alternate
Value at
105
434 Shares New York Community Bancorp
15.685 value date of death
Held In Smith Barney Reserved Client Financial 01/20/2009 ~ 6,807.29
Management Account No. 724-03950-17 375 5,056.07
106 170 Shares Pall Corp. 31.02
Held In Smith Barney Reserved Client Financial
01/20/2009 5,273.40
Management Account No. 724-03950-17 375 4,474.37
107 480 Shares Quantum Corp DLT & Storage 0
29
Held In Smith Barney Reserved Client Financial .
11/06/2008 139.20
Management Account No. 724-03950-17 375 133.96
108 124 Shares Sandisk Corp. 16.395
Held In Smith Barney Reserved Client Financial
01 /20/2009 2,032.98
Management Account No. 724-03950-17 375 1,344.15
109 38 Shares Teva Pharmaceutical Inds LTD ADR
Held In Smith Barney Reserved Client Financial
Management Account No. 724-03950-17 375
110 406 Shares UnitedHealth Group Inc.
Held fn Smith Barney Reserved Client Financial
Management Account No. 724-03950-17 375
111 First Clearing LLC
Wachovia Securities LLC
Account No. 6001372583
1,405.494 shares lvy Core Equity A Fund
TOTAL. (Carry forward to main schedule) ..... .
40.295 1, 531.21
0.1/20/2009 1,615.37
20.675 8,394.05
01/20/2009 9,711.46
7.61 10,695.81
7.61 04/13/2009 10,695.81
33,031.19 34,873.94
Form 7061Rev.
Decedent's Social Security Number
SCHEDULE C -Mortgages, Notes, and Cash
(For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.)
Item
number Description Alternate Alternate value Vafue at date of death
valuation date
1 Cash On Hand 04/13/2009 8,844.20 8,844.20
2 Western Asset Money Market Fund Class A 04/13/2009 993,520.54 993,520.54
Heid In Smith Bame Reserved Clie t F'
y n Inanclal
Management Account No. 724-18041-16 180
Principal $992,700.84
Accured Income $ 819.70
I 3 Western Asset Money Market Fund Class A 04/13/2009
5
597
96
5
597
9
Held In Smith Barney Reserved Client Financial ,
. ,
.
6
~ Management Account No. 724-03950-17 375
, Principal $5,597.96
4 Citizens Bank
Circle Gold Checking Account No. 610071-664-3 04/13/2009 7,224.69 7,224.69
5
~ Wachovia Bank
Checking Account No. 1000590322831 04/13/2009 3,822.97 3,822.97
6
~
~ Wachovia Bank
Certificate of Deposit No. 247402112827705 04/13/2009 54,795.87 54,795.87
4.07% Interest; Due September 6, 2009
7 Morgan Stanley
Check Dated September 30,2008 04/13!2009 207.34 207.34
8 Citi Smith Barney
Check Dated October 2, 2008 04/13/2009 205.44 205.44
9 Putnam Investments
Check Dated 09/30/08 04/13/2009 225.52 2
25.52
10 Dreyfus Premier State Muni Bd Fud PA 04/13/2009 185.37
185
37
Series Class A .
is
Check Dated 09/30/08
11 Pioneer Natural Resources Company 04/13/2009 80
96
i
Semi-Annual Dividend Check Dated 10/10/08 . 80 96
12 Pioneer Natural Resources Com an
P Y
04/13/2009
106
72
Semi-Annual Dividend Check Dated 10/10!08 . 106.72
Total from continuation schedules (or additional sheets) attached to this schedule 7,136.18 7,136.18
TOTAL (Also erneron Part s -Recapitulation, page 3, at item 3.) . 1,081,953.76 1,081,953.76
(lf 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.)
VEA 708-13 (9/7/08)
Schedule C -Page 13
Page 2
Estate of: H. Eleanor Haselhuhn
,_„ ,- 188-12-9996
Schedule C -Mortgages, Notes, and Cash ~'IJ' .~~- =~
Item
number Description Alternate
valuation date Alternate
value
Value at
date of death
13 Leffler Energy -Credit Balance Account No. 452467-1 04/13/2009 1
264
06
,
. 1,264.06
14 Bank Deposit Program 04/13/2009 579
34
Held In Smith Barney Reserved Client Financial . 579.34
Management Account No. 724-03950-17 375
Principal $578.05
Accured Income $ 1.29
15 Pimco Strategic Global Gov Fund, Inc. 04/13/2009 178
76
Dividend . 178.76
Record Date 10/11/2008; Payable 11/03/08
16 Comcast Corp New -Dividend 04/13/2009 35
44
Record Date 10/08/2008; Payable 10/29/08 . 35.44
17 General Electric Co
Dividend 04/13/2009 533.50 533.50
Record Date 09/22/2008; Payable Date 10/27/2008
18 Monsanto Co New
Dividend 04/13/2009 141.12 141.12
Record Date 1 010 3/2 0 0 8; Payable 10/24/2008
19 Motorola, lnc.
Dividend 04/13/2009 75.00 75.00
Record Date 09/15/2008; Payable 10/15/2008
20 Covidien LTD
Dividend 04/13/2009 169.76 169.76
Record Date 10/09/2008; Payable 11/06/2008
21 Tyco Intl Ltd
Dividends 04/13/2009 212.20 212.20
Record Date 10/01/2008; Payable 11/03/2008
22 Highmark Refund Check For Unused Premiums 04/13/2009
59.00 59.00
23 American Express Dividend; Record Date 10/03/08; 04/13/2009 3
888
00
Payable Date 11/10/08 ,
. 3,888.00
TOTAL. (Carry forward to main schedule) ...... 7,136.18 7,136.18
Form 706(Aev.
Estate of:
Decedents Social Security Number
SCHEDULE D -Insurance on the Decedent's Life /
You must list ail policies on the life of the decedent and attach a Form 712 for each policy.
Item
number Description Aitemate Alternate value Value at date of death
valuation date
1 AMEX Life Assurance Company 04/13/2009 114,915.06 114,915.06
Policy SP-8017878
(formerly Firemans Fund American Life Insurance
Company Group Policy No. SPG 002)
Single Premium
Owner/Insured: Eleanor Haselhuhn
Beneficiary: Mary Ann Mohr
~ Total from continuation schedules (or additional sheets) attached to this schedule 0. DO 0.00
TOTAL (Also enter on Part 5 -Recapitulation, page 3, at item 4.) . 114,915.06 114,915.06
(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.)
VEA 7os-7s tsmosi Schedule D -Page 15
l
Form 706
Decedent's Social Security Number
I oa--~ L-yyytj
SCHEDULE E -Jointly Owned Properly
(If you elect section 2032A valuation, you must complete Schedule E and Schedule A-1.)
PART 1. Qualified Joint Interests -Interests Held by the Decedent and His or Her Spouse as the Only
Joint Tenants Section 2040 b 2
Item Description. For securities, give CUS1P number. If trust, partnership, Alternate
no, or closely held entity, give EIN valuation date Alternate value Value at date of death
CUSIPnumberor
EIN, where
applicable
_ ~ C - -
~s ~'
Total from continuation schedules (or additional sheets) attached to this schedule 0.00 0.00
is Totals . is 0.00 0.00
ib Amounts included in gross estate (one-half of line 1a) ib 0.00 0.00
PART 2. All Other Joint Interests
2a State the name and address of each surviving co-tenant. If there are more than three surviving co-tenants, list the additional co-tenants on
an attached sheet.
Name
A. Mary Ann Haselhuhn (Mohr) Non-Probate
s. Devon Haselhuhn Non-Probate
Item Inter Description (i.
letter for For securities,
no. co-tenant or
See schedule attached
Address (number and street, city, state, and ZIP code)
103 Ennerdale Lane
Pittsburgh, PA 15237-4024
422 E. Winding Hill Road
Mechanicsburg, PA 17055
cation date ff any). Percentage Includible Includible value at
If trust, partnership,
re EIN includible alternate value date of death
CUSIPnumberor
EIN, where
applicable
Total from continuation schedules (or additional sheets) attached to this schedule 2 2 700.22 2 40 500.22
2b Total other joint interests 2b 2 2 2 700.22 2 405 500.22
3 Total includible joint interests (add lines ~ b and 2b). Atso enter on Part s -
Recapltulation, page 3, at ltem s 3 2 252 700.22 2 405 500.22
(If more space is needed, attach the continuation schedule from the end of this package or addtional sheets of the same size.)
(See the instructions on the reverse side.)
Schedule E -Page 17
VEA 706-17 (9/7/08)
Page 2
Estate of: H. Eleanor Haselhuhn
188-12-9996
Schedule E, Part 2 -All Other Joint Interests
Item Cot.
number Letter Description Unlt value Percent
CUSIP/EIN Includible Includible
Alternate Val Includible Value
j 1 B $50 U.S Series EE Savings Bond
89.14 100
0000% ue Date of Death
Issued January 8, 1985 .
89
14 89.14
Serial No. L184184762EE . 89.14
2 A Citizens Bank
Circle Gold Money Market Account 100.0000% 484,638.11 484,638.11
i No. 621549-121-0
3 A Manufacturers and Traders Bank
Account No. 015004214960731 100.0000% 367,347.66 367,347.66
A Accrued Interest 100.0000% 214.63 214.63
4 A Sovereign Bank
Checking Account No. 2331043825 100.0000% 40,341.83 40,341.83
j A Accrued Interest
f 100.0000% 5.46
5.46
I
I 5 A Sovereign Bank
Money Market Account 100.0000% 689,421.62 689,421.62
No. 2334082279
t
A Accrued Interest
i
100.0000%
1,256.21
1,256.21
~ 6 A 1,368 Shares Sovereign Bancorp, Inc. 3.91 100.0000% 5
348
88
Book Entry Account No. 3
879
25 ,
.
125208054219 ,
.
Cusip 84590510
Alternate Valuation Information:
' Acquired By Banco Santander f"~ ~
--
~""~~
01/30/09; Exchange 1 share of ;~'~;,.~' _
,
~ :,
' Sovereign Bancorp, Inc. for 03206 of
Santander
I 438.5808 shares of Banco Santander
I
@$8.845 per share
7 Securities and Cash Held In 100.0000% 0.00 0
00
Smith Barney Reserved .
Client Financial Management
Account No. 724-09190-17 600
~ 8 A Citicrop Trust Bank, FSC
8ank Deposit Program 100.0000% 19,257.67 19,257.67
Held In Smith Barney Reserved Client
i
Financial Management Account No.
724-09190-17 600
' 9 A Citibank NA South Dakota 100.0000% 98,588.71 98,588.71
TOTAL. (Carry forward to main schedule}
, ... , . 1,7 05,040.29 1,706,509.92
Page 3
Estate of H. Eleanor Haselhuhn ~ ~ ~ ~ ^ 188-12-9996
~_~: ~ ~,
.. ;;
Schedule E, Part 2 -All Other Joint Interests
Item
number
i Cot.
Letter Description Unit value
CUSIP/EIN Percent
Includible Includible
Alternate Value Includible Value
Date of Death
~ 9 Bank Deposit Program
' Held In Smith Barney Reserved Client
Financial Management Account No.
724-09190-17 600
10 A 125 Shares Covidien LTD 46.1 100.0000% 5
762
50
Held In Smith Barney Reserved Client 31.865 3,983.12 ,
.
Financial Management Account No.
724-09190-17 600
11 A 125 Tyco Int. Ltd 28.23 100.0000% 3
528
75
Held In Smith Bamey Reserved Client 21.06 2,632.50 ,
.
Financial Management Account No.
J 724-09190-17 600
i 12 A 125 Shares Tyco Electronics LTD 21.775 100.0000% 2
721
88
Held In Smith Barney Reserved Client 13.02 1,627.50 ,
.
Financia( Management Account No.
724-09190-17 600
13 A 921 Citadel Broadcasting Corp. 0.39 100.0000% 359
19
Held In Smith Barney Reserved Client 0.06 55.26 .
Financial Management Account No. '
~ 724-09190-17 600
14 A 2,000 Shares Citigroup Inc. 15.39 100.0000% 30
780.00
Held In Smith Barney Reserved Client 4,152.37 ,
Financial Management Account No.
724-09190-17 600
15 A 12,000 Walt Disney Co. 25.17 100.0000% 302
040.00
Held In Smith Barney Reserved Client 233 991.77 ,
Financial Management Account No.
724-09190-17 600
I Sold 11/26/08
16 A 134 Shares Ecolab Inc. 42.07 100.0000% 5
637.38
Held In Smith Barney Reserved Client 36.675 4,914.45 ,
'
Financial Management Account No.
724-09190-17 600
17 A 500 Shares General Electric Co. 21.34 100.0000% 10
670.00
Held In Smith Barney Reserved Client 11.835 5,917.50 ,
Financial Management Account No.
724-09190-17 600
18 A 333 Shares Kuala Healthcare Inc. 100.0000% 0.00 0
00
Held In Smith Bamey Reserved Ciient .
' TOTAL. (Carry forward to main schedule) ...... 257,274.47 361,499.70
i
~ Page 4
Estate of: H. Eleanor Haselhuhn - ~ ~~ - • ~ - ~ 188-12-9996
-~ - _ - .
Schedule E, Part 2 -All Other Joint Interests
Item Cot. Unit value Percent Includible Includible Value
number Letter Description CUSIP/EIN Includible Alternate Value Date of Death
18 Financial Management Account No.
724-09190-17 600
19 A 1,000 Shares Martha Stewart Living 6.405 100.0000% 6,405.00
CIA 3.84 3,840.00
Held In Smith Barney Reserved Client
Financial Management Account No.
724-09190-17 600
20 A 722 Shares Medco Health Solutions 40.535 100.0000% 29,266.27
Inc. 25,134.89
Held In Smith Barney Reserved Client
Financial Management Account No.
724-09190-17 600
Sold 11/21/08
21 A 3,000 Shares Merck & Co. Inc. 28.455 100.0000% 85,365.00
Held In Smith Barney Reserved Client 68,943.13
Financial Management Account No.
724-09190-17 600
22 A 1,000 Shares Qualcomm Inc. 40.505 100.0000% 40,505.00
Held In Smith Barney Reserved Client 29,294.93
Financial Management Account No.
724-09190-17 600
23 A 113 Travelers Companies Inc. 34.655 100.0000% 3,916.02
Held In Smith Barney Reserved Client 43 4,859.00
Financial Management Account No.
724-09190-17 600
24 A 362 Shares Waste Mgmt Inc De. 28.895 100.0000% 10,459.99
Held In Smith Barney Reserved Client 26.4 9,556.80
Financial Management Account No.
724-09190-17 600
25 A 1,000 Gabelli Dividend & Income Tr 10.295 100.0000% 10,295.00
Equity Portfolio 9.135 9,135.00
Held In Smith Barney Reserved Client
Financial Management Account No.
724-09190-17 600
26 A 1,000 Shares Aegon NV 6.875% PFD 8.83 100.0000% 8,830.00
Held !n Smith Barney Reserved Client 9.545 9,545.00
Financial Management Account No.
724-09190-17 600
TOTAL. (Carry forward to main schedule) ...... 160,308.75 195,042.28
Page 5
~ Estate of: H. Eleanor Haselhuhn
I 188-12-9996
Schedule E, Part 2 -All Other Jolnt Interests
Item Cot.
number Letter
Description Unit value
CUSI Percent Includible Includible Value
P/EIN Includible Alternate Value Date of Death
27 A 913.242 Franklin Pennsylvania Tax 8
97 100
0000%
Free Income Fund Class A .
9
7 . 8,191.78
Held In Smith Barney Reserved Client . 8,858.45
Financial Management Account No.
724-09190-17 600
28 A $25,000 Allegheny Co. PA Hsp Dv Au- 112.138 100.0000% 28
034
50
Rev Hlth Sys-B-West Penn Alleghny 111.386 27
846
50 ,
.
B/e OID DD 08/09/00; ,
.
9.25% Interest; Due 11/15/2010
Held In Smith Barney Reserved Client
Financial Management Account No.
724-09190-17 600
A Accrued Interest 100.0000% 1,066.32 1,066.32
29 A Fidelity Preferred Retirement Services 50.49 100.0000% 105;155
72
Fidelity Funds Account 2EA-658588 44.32 92,305.44 .
2,082.704 shares Fidelty Contrafund
~={:, -J-
~'`. L ...... ._ w
TOTAL. (Carry forward to main schedule) ...... 130,076.71 142,448.32
Form
of:
Decedent's Social Security Number
SCHEDULE G -Transfers During Decedent's Life
(If you elect section 2032A valuation, you must complete Schedule G and Schedule A-7.)
Item Description. For securities, give CUSIP number. If trust, Alternate
no. partnership, or closely held entity, give EIN valuation date Alternate value Value at date of death
A. Gift tax paid or payable by the decedern or the estate for all gifts
made by the decedent or his or her spouse within 3 years before
the decedent's death (section 2035(b)} . X X X X X
B• Transfers includible under section 2035(a), 2036, 2037, or 2038:
Total from corninuazion schedules or additional sheets attached to this schedule 0.00 0.00
TOTAL Also enter on Part 5 - Rec itulazion, a e 3, az Item 7. 0.00 0.00
SCHEDULE H -Powers of Appointment
(Include "5 and 5 lapsing" powers (section 2041(b)(2)) held by the decedent.)
(If you elect section 2032A valuation, you must complete Schedule H and Schedule A-7.}
Item ARemaze
no. Description valuation date Altemaze value Value az date of death
1 5/5 Power Under The Non-Skip Trust U/W of Donald H. 04/13/2009 0.00 0.00
Haselhuhn, Deceased
~~w
i~; + ~;.~ ~ ~-
°' y '.~ .~ .,,
Total from continuation schedules (or additional sheetsl attached to this schedule ~ _ 0.00 ~ 0.00
TOTAL. (Also enter on Part 5 -Recapitulation, page 3, az item 8.) ~ 0 00 I 0 00
(If more space is needed, attach the corninuazion schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedules G and H are in the separate instructions.) Schedules Gand H -Page 21
ven cos-z~ tanioal
Form 706 (Rev, B-2008)
. Decedents Social Security Number
Estate of: H. Eleanor Haselhuhn _ '~"-188-12-9991
SCHEDULE I -Annuities ~~ ~~ ~ ~~- ~-
Note: Generally, no exclusion is allowed forthe estates of decedents dying after December 31, 1s84 (see page 17 of the instructions).
A Are you excluding from the decedent's gross estate the value of a lump-sum distribution described in section 2o39(f)(2) (as in Yes No
effect before its repeal by the Deficit Reduction Act of 1984)?
_
If "Yes
"
ou must attach the inf
ti
,
y
orma
on required by the instructions.
Item
numbe Description.
r Show the entire value of the annuity before any exclusions Alternate
valuation date Includible
alternate value Includible
value at date of death
1 Union Central 04/13/2009 114,590.62 114
590.62
SPDA 2000 ,
Single Premium Deferred Annuity
Non-Qualified Policy No. A61002298C
Beneficiary: Mary Ann Haselhuhn (Mohr), Daughter
2 Union Central 04/13/2009 28,651.28 28
651.28
SPDA 2000 ,
Single Premium Deferred Annuity
Non-Qualified Policy No. A61002302C
Issue Date January 19, 1983
Annuitant: Devon Haselhuhn (Granddaughter)
New Owner: Estate of Eleanor Haselhuhn
Balance as of Januay 19, 2008 $27,834.56 '
Accrued Interest Ocotber 13, 2008 $816.72
3 The Prudential 04/13/2009 231,660.22 231,660.22
Annuity Contract No. 99 711 008
Investment Option 1 Year Fix 3.350% Rate
Principal $225,734.84
Accrued Interest $5,925.38
Beneficiary: Mary Ann Haselhuhn {Mohr), Daughter
4 Metlife 04/13/2009 64,978.07 64,978,07
Individual Retirement Annuity
Account No. 9072983
Beneficiaries:
50% Mary Ann Haselhuhn (Mohr), Daughter
50% Lannetta Haselhuhn, Daughter-In- Law
5 Wachovia Securities 04/13/2009 27,415.80 27,415.80
Inherited IRA
Miachael H. Haselhuhn (Deceased Son}
Account No. 4101-2079
Beneficiary: Estate of Eleanor Haselhuhn
Total from continuation schedules (or additional sheets) attached to this schedul e 0.00 0.00
TOTAL (Also errter on Part 5 -Recapitulation, page 3, at item s.) . 467,295.99 467,295.99
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
Schedule t -Page 22 (The instructions to Schedule I are in the separate instructions.)
VEA 708-22 (9/7/08)
i
Form 708
i
Estate
Decedent's Social Security Number
SCHEDULE J -Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims
Note: Do not List on this schedule expenses of administering property not subject to claims. For those expenses, see the instructions for
Schedule L.
If executors' commissions, attorney fees, etc., are claimed and allowed as a deduction for estate tax purposes, they are not allowable as a
I deduction in computing the taxable income of the estaze forfederai income tax purposes. They are allowable as an income tax deduction on
Form 7041 if a walVer iS filed to waive the riedurtinn nn Fnm, Ina !me the G R., ,nw, ~..-« .:....:.......
Item
number Description ~
pense amount
Total amount
A. Funeral expenses:
See schedule attached
Total funeral expenses - 9,946.57
B. Administration expenses:
1 Executors' commissions -amount estimated ~9t~eldx>i:I~oXNx~cK (Strike out the words that do not
apply.) .
117,568.00
2 Attorney fees - an~rount estimated )C~gDFrCldx]~616X)pEb1~C (Strike out the words that do not apply.) 68, 000.00
3 Accountant fees - amount »c~i>rti#Xp~ok paid. (Strike out the words that do not apply.) 511.25
4 Miscellaneous expenses: Expense amount
See schedule attached - r..~ -~-
~;, _
i'
Total miscellaneous expenses from continuation schedules (or additional sheets)
attached to this schedule
.....................
0 915.95
Total miscellaneous a eases -
........................... 20,915.95
TOTAL (Also enter on Part 5 -Recapitulation, page 3, az hem 13,} - 216,941.77
(If more space is needed, attach the continuation schedule from the end of this package or addtional sheets of the same size.)
(See the instructions on the reverse side.) Schedule J -Page 23
VEA 706-23 (8!7/08)
Estate of: H. Eleanor Haselhuhn
Schedule J, Part A -Funeral Expenses
Page 2
188-12-9996
Item
number _ Description Amount
1 Musselman Funeral Home & Cremation Services, Inc. 8,130.02
2 West Shore Country Club 1 681.50
Funeral Reception
3 Giant -Funeral Reception 62.61
4 Westy Beer Distributor -Funeral Reception 49.67
5 Staples 22 77
'~ 1 i
TOTAL. (Carry forward to main schedule) ...... g 946.57
Page 2
Estate of: H. Eleanor Haselhuhn 188-12-9996
Schedule J, Part B -Administration Expenses
Item
number Description Amount
~ 4 Register of Wills Probate Fees 3,410.00
5 Register of Wills 326.00
Miscellaneous Charges
Will $ 15
Codicil $ 15
Short Certificates $164
Automation Fee $ 5
JCP Fee $ 10
Petitions $ 15 _
~ ~ ~ ~~ ~ _
Misc. $ 2 ~- -- ..,._ ..
I (2) Exemplified Copy OF
PA Probate Proceedings $ 80
Filing Release $ 5
Filing Petition To Remove
Co-Administrator $ 15
1 6
i Cumberland Law Journal -Legal Advertisement 75.00
7 The Sentinel -Legal Advertisement 150.64
i
8
PP&L
367.43
Account No. 39360-69003
Electric Service To Decedent's Residence
11/10/08 $ 75.74
12/10/08 $ 69.55
12/28/08 $ 54.54
01 /28/09 $ 63.11
02/24/09 $ 50.26
03/30/09 $ 54.23
9 Pennsylvania American Water 125.11
Account No. 24-0637444-3
Service To Decedent's Residence
11/12/08 $ 25.55
12!11/08 $ 29.03
D 1 /07/09 $ 27.64
01/28/09 $ 3.98
02/26/09 $ 20.82
03/27/09 $ 18.09
10 Borough Of Camp Hill Sewer 115.00
Account No. 1163-0
Serivice Location -Decedent's Residence
Due 11/24/08 $52.50
02/02!09 $62.50
11 Don Wagner Landscaping -Yard Maintenance At Decedent's Camp 897.00
~ Hill Residence
'~ TOTAL. (Carry forward to main schedule) ...... 5,466.18
Estate of: H. Eleanor Haselhuhn
Schedule J, Part B -Administration Expenses
Page 3
188-12-9996
! Item
number Description Amount
11 11/ /08 $547.00
12/24/08 $105.00
01/07/09 $ 45.00
02/05/09 $200.00
12 Comcast 232.45
__
Cable Service To Residence
Due 11/07/08 $ 53.33
Due 12/ /08 $ 57.25
I 02/23/09 $121.87
13 QLT Consumer Lease Services (Phone) 55.44
Account No. 717-737-3023
10/02/08-12/02/08 36.96 ~s.
~ ,...
12/08/08 18.48
~~' -..
- .. :,
14 Horseshoe Bay Maintenance Fund Inc. 194.96
1 Account No. P037026
Lot No. 37026
15 Horseshoe Bay Maintenance Fund Inc. 194.96
~ Account No. P037026
i Lot No. 37027
16 Giant -Cleaning Supplies 14.16
17 Lowe's -Home Maintenance Items 43.31
18 Rowe's Auction Service -Tangible Personal Property Appraisal 85.00
19 Dutys Lock, Safe & Security, Inc. 170.50
20 Crop Bros. Inc. -Plumbing Repairs To Decedent's Residence 139.99
I
21
Leffler Energy
337.00
-Furnace Maintenance At Decedent's Residence $129.00
- Service Call and Repair at Winding Hill Road Property $208.00
22 Leffler Energy -Heating Oil For Decedent's Residence 1,978.79
11/18/08 $ 309.57
12/12/08 $ 361.06
01/14/09 $ 348.99
01 /27!09 $ 112.83
~ 02/11/09 $ 255.97
! 03/09/09 $ 298.40
03!31 /09 $ 291.97
23 Lefler Energy -Heating Oil Winding Hill Road Property 988.15
01/06/09 $458.21
~ TOTAL. (Carry forward to main schedule) ...... 4,434.71
Page 4
Estate of: H. Eleanor Haselhuhn 188-12-9996
Schedule J, Part B -Administration Expenses
I Item
j number Description Amount
23 02/18/09 $529.94
24 Q Credit Card Account 603 9002 5850 1.50
Finance Charge
12/05/08 $1.50
.., 227.79
__~ '
L
717 737 3023 488 35Y
10!25/08-11/24/08 $ 28.14
11/25/08-12/24/08 $ 23.13
01/20/09 $ 58.63
03/17/09 $11
26 Lowe's -Smoke Detectors and Cot Detectors for Decedent's 166.29
Residence
27 Steinmetz Coins & Currency -Coin Collection Appraisal 450.00
Estimated Cost
28 Penn Waste, Inc. 48.75
01/01!2009-03/31/2009 $ 48.75
29 Mark Heckman Real Estate Appraisers -Appraisal of Camp Hill 400.00
i
Property
30 Mark Heckman - Appraisl Of Winding Hill Road Property 400.00
31 Anderson's Chimney Sweeps, Inc. -Level 1 Inspection Of Furnace 104.94
j
' Chimney Flue At Camp Hill Residence
32 Carst Fuel Products, Inc.
204.00
Service Of Furnace At Winding Hill Property
33 Anderson's Chimney Sweeps, Inc. 2,334.45
Repair of Chimney Flue At Camp Hill Property
34
~ Don Wheatley -Replacement of Doors at 422 Winding Hill Road, 1,D81.62
i Mechanicsburg, Pennsylvania
35 Upper Allen Township 118.19
Sewer Service
Account No. 553002
Serivice Location - E Winding Hlll Road
12/12/08 $ 118.19
01/12/09 $ 112.00
~ 36 Corroon Insurance Corporation 1 143.00
-Annual Insurance Premium
TOTAL . (Carry forward to main schedule) ...... 6,680.53
~ Page 5
Estate of: H. Eleanor Haselhuhn 188-12-9996
Schedule J, Part B -Administration Expenses
Item
number Description Amount
36 Camp Hill Residence
37 Corroon Insurance Corporation _ _ _ ~._,,;.- - 548.00
- Annual Insurance Premium -~
Winding Hill Road Property ---- - ~ -
~ 38 Tiger Waste of York -Rental Of Dumpster To Clean Ourt Camp Hill 450.00
Residence
39 Joe Newson -Trash Removal At Camp Hill Residence 250.00
40 Trash Dumpster 75.00
Camp Hill Property
41 Plumber 248.00
Camp Hil! Residence - Repair Toliet Leak
42 Keefer Wood Allen & Rahal, LLP 543.56
- Reimbursement For Filing Fees, Copies, Telephone charges,
Death Certificates, Telecopier Usage, Postage, Federal Express,
etc.
~ Statement Dated March 10, 2009 $543.56
43 Pennsylvania Vital Records 135.00
- Death Certificates
12/01/08 $90.00
12/11/08 $45.00
~I 44 Morgan Stanley -Service Charges 105.00
45 Janet Miller, Tax Collector 5.00
r
E
-Certification Of Real Property Taxes For Camp Hill Residence
46 S&R Contracting 500.00
-Repairs/Maintenance Winding Hill Road Property
` (Mold Remediation)
Paid $4,000.00
Paid $5,390.85
Insurance Reimbursements
$5,868.07
$3,022.78
' 47
~ RAI Inspection Services 97.50
i -Texas Real Property
48 QLT -Lease Phone Charges 42.88
', 49
~ Corroon Insurance Corporation 170.00
!, -Insurance Premium on Texas Real Property
TOTAL. (Carry forward to main schedule) ...... 3,169.94
i
Page 6
Estate of: H. Eleanor Haselhuhn 188-12-9996
Schedule J, Part B -Administration Expenses
Item
number Description Amount
50 Smith Barney-Investment Advisory Fee 1,128.59
Charged To Account No. 724-03950-17 on 10/17/08
51 PA Vital Records -Death Certificates 36.00
TOTAL. (Carry forward to main schedule) ...... 1,164.59
Form 706(Aav.B-2D08)
Decedents Social Security Number
Estate of: H. Eleanor Haselhuhn ,,QQ ,,, ~~~~
SCHEDULE K -Debts of the Decedent, and Mortgages and Liens
Item
numbe Debts of the Decedent -Creditor and nature of
r claim, and allowable death taxes Amount unpaid
to date
Arnount in contest Amount claimed as
a deduction
See schedule attached
Total from continuation schedules or addftional sheets attached to this schedule 17 587.71
TOTAL Also enter on Part 5 - Rec Itulation a 3, at item 14..
. . . . . . . . . . . . . . . . . 17 587.71
Item
number Mort a es and Liens - Descri lion
g g P ~
Amount
TOTAL (Also enter on Part 5 -Recapitulation, page 3, at item 15.). ~ 0 00
(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 K are in the separate instructions.) Schedule K -Page 25
VEA 708-25 (9/7!08)
Page 2
Estate of: H. Eleanor Haselhuhn 188-12-9996
Schedule K, Part 1 -Debts of the Decedent
Item
number
Description Amount unpaid
to date Amount in contest Amount claimed as
a d
d
ti
e
uc
on
1 Good Shepard Church 0.00 0.00 25.00
Outstanding Check Which Cleared Decedent's
Citizens Bank Circle Gold Checking Account
No. 610071-664-3 on October 14, 2008
2 PA American Water 0.00 0.00 26.58
Direct Payment From Decedent's Citizens Bank
Circle Gold Checking Account No. 610071-664-3
On October 15, 2008
3 Upper Allen Township ~"~;~ T
112.00
Sewer Service = -
Account No. 553002
Serivice Location - E Winding HIII Road
Billing Period 07/01/08 to 09/30/08 $112
4 QCard b.00 0.00 29.63
Credit Card Account No. 603 9002 5850
5 Janet L. Miller, Tax Collector 0.00 0.00 5.50
2008 Personal Taxes (Bill Date 03!01/08; Due
Without Discounts 07/01/2008)
6 $5,000 Demand Note dated March 20, 1996 to 0.00 0.00 5,000.00
the Non-Skip Trust U/W of Donald H.
Hashelhuhn, Deceased
7 $5,000 Demand Note dated March 20, 1996 to 0.00 0.00 5,000.00
the Skip Trust U/V1/ of Donald H. Hashelhuhn,
Deceased
8 U.S. Treasury - 2008 Individual Income Tax 0.00 0.00 7,389.00
TOTAL. (Carry forward to main schedule) ...... 17,587.71
Neil Warner Yahn, Esquire
Attorney I.D. No. 82278
Edward P. Seeber, Esquire
Attorney I.D. No. 76084
James Smith Dietterick & Connelly, LLP
P.O. Box 650
Hershey, PA 17033
Attorneys for Petitioner
IN RE: IN THE COURT OF COMMON PLEAS
ESTATE OF ELEANOR HASELHUHN, :CUMBERLAND COUNTY, PENNSYLVANIA
A/K/A HELEN ELEANOR HASELHUHN
DEVON HASELHUHN,
Petitioner
v.
MARY ANN MOHR,
Respondent
ORPHANS' COURT DIVISION
NO. 1126 Year 2008
CERTIFICATE OF SERVICE
I, NEIL WARNER YAHN, Esquire, do hereby certify that I served a true and correct copy
of the foregoing Petition Citing Undue Influence on Joint Property Transfers and Amendments to
Annuity Beneficiary Forms upon the following below-named individuals by U.S. Mail, first class
postage prepaid, at Hershey, Pennsylvania this 1 LS day of May, 2009.
SERVED UPON:
Mary Arai Mohr
103 Ennerdale Lane
Pittsburgh, PA 15237
Stephanie Kleinfelter, Esq.
Keefer Wood Allen & Rahal, LLP
635 North 12~' Street, Suite 400
Lemoyne, Pa 170 3
Attorneys for Resp dent p
WA~ER YAHN, ESQUIRE
rev I. #82278