HomeMy WebLinkAbout03-17-06
Lowell R. Gates, Esquire
PA. No. 46779
Gates, Halbruner & Hatch, P.C.
10 13 Mumma Road, Suite 100
Lemoyne, P A 17043
Phone: (717) 731-9600
Facsimile: (717) 731-9627
Attorneys for Applicant
INRE:
THE JOHN J. FARRELL
CHARITABLE REMAINDER
UNITRUST
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHAN'S COURT DIVISION
: No. O(P --"5
rL
AND NOW, this ~ day of
ORDER OF COURT
V1I1.., . r~L
,2006, upon review of the
Application of Donor John J. Farrell for the Termination of The John 1. Farrell Charitable
Remainder Unitrust, along with the exhibits attached thereto, including the Trust Agreement, the
Affidavits of John J. Farrell and LaRue S. Farrell, the Trust's most recent tax returns, and the
First and Final Accounting and Statement of Proposed Distribution, we find that the existence of
the Trust is resulting in, and will continue to result in, administrative expense unreasonably out
of proportion to the charitable benefits of the Trust.
We hereby order and decree that The John 1. Farrell Charitable Remainder Unitrust is
terminated as of the date of this Order. Furthermore, the First and Final Accounting is approved,
and final distribution shall be made in accordance with the Statement of Proposed Distribution.
BY THE COURT,
ge
.~
0;
~Y
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
In Re: Estate of The John Farrell Charitable
Remainder Unitrust U/A dated 5-10-95
CUMBERLAND COUNTY
PENNSYL VANIA
NO. 21-06-115
CERTlFICA TE OF SERVICE OF ORDER
ORDER DATED:
3-16-06
JUDGE'S INITIALS:
J.W.O. Jr.,
TIME STAMP DATE:
3-17-06
IN RE:
(2) orders
SERVICE TO: Gates, Habruner & Hatch, Pc, John J. Farrell, LaRaue S. FarrelL Space Studies Institute,
Baldwin- Wallace College Development Office, Franklin & Marshall College Office of Cellege Advancement, Susan
A. Russell at Community Trust Company & Commonwealth ofPA Attorney Generals Office.
METHOD OF MAILING:
~ USPS
DRRR
D Hand delivered
D Other: _
ENENVELOPE(S) BY: ~ Petitioner
D Judge
D Clerk of Orphans' Court
DATE OF MAILING: 03-17-06
SERVICE TO:
METHOD OF MAILING:
D USPS
DRRR
D Hand delivered
D Other: _
ENVELOPE(S) BY:D Petitioner
D Judge
D Clerk of Orphans' Court
DATE OF MAILING:
ictoria Zuna
Deputy Clerk of ans' Court
Clerk of the Orphans' Court
IN THE MATTER OF:
THE JOHN J. FARRELL
CHARITABLE REMAINDER
UNITRUST UIA
DATED May 10,1995
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS' COURT DIVISION
No. ~I-- OlP - ~
ORDER
AND NOW, this ~~ay of
r/lIJ '2J ~ l... , 2006, upon consideration of the
Petition for Approval of First and Final Account of Community Trust Company, Trustee of The
John J. Farrell Charitable Remainder Unitrust U/AMay 10, 2006, and the corresponding First
and Final Account of Community Trust Company, Trustee aforesaid, and there being no
objections filed on the Petition and Account, said Petition is approved and the Account is hereby
approved and confirmed absolutely.
BY THE COURT:
,-,Q
u}
In Re: Estate of The John Farrell Charitable
Remainder Vnitrust VI A dated 5-10-95
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYL VANIA
NO. 21-06-115
CERTIFICATE OF SERVICE OF ORDER
ORDER DATED:
3-] 6-06
JUDGE'S INITIALS:
J. W.O. Jr.,
TIME STAMP DATE:
3-17-06
IN RE:
(2) orders
SERVICE TO: Gates. Habruner & Hatch. PC, John 1. Farrell. LaRaue S. Farrell, Space Studies Institute,
Baldwin- Wallace College Develo ment Office Franklin & Marshall Colle e Office of Celie e Advancement Susan
A. Russell at Communit Trust Com an & Commonwealth of P A Attorne Generals Office.
METHOD OF MAILING:
[8J USPS
DRRR
D Hand delivered
D Other: _
ENENVELOPE(S) BY: [8J Petitioner
D Judge
D Clerk of Orphans' Court
DATE OF MAILING: 03-]7-06
SERVICE TO:
METHOD OF MAILING:
D USPS
DRRR
D Hand delivered
D Other: _
ENVELOPE(S) BY:D Petitioner
D Judge
D Clerk of Orphans' Court
DA TE OF MAILING:
ictoria Zuna
Deputy Clerk of ans' Court
Clerk of the Orphans' Court