HomeMy WebLinkAbout06-04-07 (2)
HI05.905MS REV. 6/06
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records III accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
/}.~ ~ d
c.-ro ""'"7 (J--'rL tfwyoL
No.
Frank Yeropoli
State Registrar
Calvin B. Johnson, M.D., M.P.H.
Secretary of Health
0964558
Nav 2 J 2006
Date
~l
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
099065
~ ~
;:/
0/.
~"""'23&<only_
physician is notavaiable at Ih'neof
c8I1iIycauoed_
""'" 21-26 nus! be oom_ by".....,
.....~-
ApproJcimateinlerval:
OnseI"Dealh
PllI111: Enlerolhersbnificantan1ilionscontributinolodeath
but not resulting in the undertyiog cause given in p., I
28,~~UseContributetoDealh?
ffves 0-,
oNo ou""""""
29. If Female
o Notpnogn......,.,paslye"
o Poognanl.. bme 01 dea~
o Notpregnant,bulpregnantwithin42days
oIdealh
o Notpregnanl.but~rnw43daysIo1ye81
oIdealh
o Unknown if pregnant wihn the past year
32c Placeolm,,,,, Home.Fann.S.....FacIay.
OlficeB""'og,eI\:(Spocify)
~~~~!M'
=-li8tcondibons.~iWI,"
t1cau18listedoninea
EnIor UlClERLY1IIG CAUSE
ldisease""it"l""'-the
""""resulIng._Il.AST.
Dueto(orasa~nceof)
Due to (or.. a consequence of)
o Yes ~
30b Were Autopsy FirKlinQs, 31. May" of Death
~'=~~~hOn EJ N""''' 0-....
DYes 0 No 0 - 0 Pend09''''_ 32d Time oI'~"~
oSuocide oCouldNolbetleie!lT1ml
32g,LocaIionoflnjury(Street,cityllown,stale}
308. WasanAulopSy
-'
op_an
M
!z
~
i
331. Ctrtif"_ (check only one)
CeftIfying physleiln (Physician certifying cause of dea\tl when another physician has prooounced death and completed Item 23)
ToU. belt of my knowIedOe. dMlh 0CCUfNd d....totht CfiM(1).nd manntl''' tUllJi............................_................ - - - - -......... --
=:.cm:,-:==:~:::~:':,~t:=:~f~mlnntrn.tMld_..._ _ _ _ _ ___.. _______..0
=' ~ ~c: Ind f Of InvnIIgItion. In my opinion, deIth oc:cUMd II the time, dIte, ,nd pIKl, Ind due to the cauM(.) Iftd mlnner "1tIttt _lJ
36 OifFiled(Monlh,day,year)
I "11 I 'J,.. I j I). I OC't,,1e,-1).cd {;
(See instructions and examples on reverse)
!7i
HIOS.80S REV 1105
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy.by photostat or photograph.
Fee for this certificate, $6.00
2L... ~. ~"H .~t;~.~
Local Registrar
p
12270216
MAR
9 2006
Date
No.
-_..__._-~-----_._._._--------~--_.-
H1OS.143 Rev. 01106
l'YPfIPRNT II
PE_NT
aLACK IfK
1. NlmeofOectclent (Frst, middle. IIsl1
RayOOnd L.
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIRCATE OF DEATH STATE RLE NUMBER ~ \
ol!l D<-td~
qo
~
qo
.....
"-
qo
Twp.
3. SocilllSecurlyNurrbllr
SChaffer
and stile Of
5. ...(lasl""'....')
85
Allentown PA
Other.
10. Race: Americ8n Indiln. Black.
(-
White
15. SU_Spo4lsll(.....gtvomoidoonamo'
v~.
Ill. Counly of Death
Lebanon
14. Marial Slalus: Mafried, Nevernwried.
_.0_(_
Divorc
11. Oeeedllnl'sU_1 lion "ndofworkOOne
Servi~otrech
13. Decedent's Educllion
_...,,_(0-12)
11
I led
CoIege (1.... Of 5+)
Q;d0_
Uveina
Townshi>T
Middlesex
.....
It1
<Xl
<Xl
l"l
~
o .
Actual Residence
17a.S1ate
p~
17c.1a Yes.DecedenlUvedin
la
261 Redwood Lane
Carlisle PA 17013
1Td.O No.~Lived_
h:lu81l.mtsof
CltyIIloro
Cumberland
1Th. County
....
u
111. FaIheI"sNaITll(Fna.n1dcIe,lIst)
HaLttlY SChaffer
2Oa. InbrnUl'l NamI (TyptWpri'l1)
George Wenrick
19. Molhef's Name (Fnt, fl'iddIe, melden surname
Mabel Arney
2Ob. ln~nI'l Mailing Mdress (Street cly!oown. stale, ~ code)
4 Laurel Dr., Mechanicsburg PA 17055
o
w
en
:::>
~
~
21d.location(Clly^'"".......l\>_,
21c. PIece of DispoIiI.Ion lName 01 cemetery,cremaloly or other pa)
21b. Dale of Disposkion (Month, day. year)
March 9, 2006
22b. License Nurrber
Fairview Cemetery Allentown, PA
22c. Name and Address of F1ICiIty
Hoffman-Roth Funeral Home
. UconsO
__.da,.,.."
24. Tine 01 OeIlh
25. Date Pronounced Dead (Mooth, day. yeer)
2fl. Was Cue Aelltred 10 I Medical EwrInerICorontr
DYes lXNo
~
2:45 p. M. March 5, 2006
CAUSE OF DEATlt (SIe lnslrueIIonIand_1
IlemV. Part I: Enltrlhe~-dlseases, injJries,orCOlT1)licllions-ltIItdirecllyeauseclthedulh. 00 NOT enterterminll B\lents such 15 cardi8c arresl,
raspilklly 1rrtSl. OJ nnIri:ulIr bllalion wIhotIIshoWilg the etiology. DO NOT abbfMte. EnIIr ant( one cause on I line.
===;~ . Colon Cancer with Liver metastasis
Due 10 (or II a consequence 01):
ApproxirMle inlerval:
onselkldealh
Part II: EnIw other sionbnl condiIOOs mnIrhrth:l1D d881h.
butnolresulilg in lheundertylngCl....givIn in Parl1.
28. Old Tob8cco UsI ConIrIlult to Dealh?
DYes 0 ProbIbt;'
ONo 0_
29. ICFen1Ile:
o NoO__post,..
o Pl'epntlttimlJoldeath
o NoO_bul",...'_42days
ofdaoth
o NdIl''''nl.bulJngIlInl43daysto1)'M1'
_daoth
C ........_-.......yw
321:. Plocool.....,._.Form.SlroIl.F-,.QlIco
~ttIC.(Sjlool\ol
_"101_."",
IlIedftgIoIhlCIUM IiIlId Ol'l line a,
- _ tho UIlDERLYIIG CAUSE
. (os.seorinjurylhltillilledlhe
...... moling ~ _) LAST.
b.
Due to (or II a consequtnCe 01):
Due to (or as I consequence 01):
301. Woo.._
-
d.
9, W......,. Fftitlgs
_PIiottoC<ln1lllllc>n
of Cause of 08IIh?
o V. 0 No
32d, Tme 01 Inj.Iry
32e.1njury al WOOc?
o v. 0 No
320. localloo (SlroIl.c:lyIlDwn._)
32.0. Dol. 01 Injury (Monlh. day, """
320. 0esctbI hoW Injury Dccunod:
31. MaMerofOellth
XI...... a_
D Acci:tenl 0 Pending lnVestigaoon
o Suicid. 0 CouldNoOBeIlelort1*'od
M.
17042
o v. IX No
t-
ffi
o
w
o
w
o
u..
o
w
:::;;
<<
z
.... ~ (""",,,,,,,...,
CertIfyIng pttrsiciln (Physician certiIyilg cause of d8lJlh when another physicWl has pronounced daIIth and COfl1lIeted hem 23)
To the belt of my knoWtIdga. deIth occurred due to the Cl;use('llnd rnmnef as stated_..__.___....___.._..._.._._H___.._..__._....._.._..._..._.._0
_Ingondcorlllylng pIryIlcton(l'!1yslcitnbolh _Ingdaolh ondClrlilylngtoCllUHotdnnthl
To the besl of my knoWledge, deIIh occurred at the time, date. and ptace, and due to the tluse(s) and manner as statect._.._..._.._._...___._._.._...._.._..X:l
---
On ItIe basIS of exarinatlon and/or Inwstlgalion, '" my oplnkln, death occurred al the lime. date, and place. and due to Iht cause(sl and manner as stated ._....0
36. Dale Filed (Month, day, year)
I J. II I~ I \ I D I k=t DO
(See instructions and examples on reverse)
33<1. Dote 5ignod (Month. day.,..~
March 5, 2006
$4. Neme and Address of Person Who eon,:.Ieled CetJ58 01 ONlh <nem 27) TypefPm1
Shubha R. Acharya, M.D.
VA Medical Center I T.~non, PA
35.
r's Signature and D~N\Ini)er
~t\. ~b,)..~
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~"w'IIiIil'.~~
;~ \ () \..y C'--\~'::J
~~,'l'1"$~
, .', _____ 1 ,;;.v-
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AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINI~TRATRIX, D.B.N.C.T.A.
EXECUTED BY
RESIDUAL BENEFICIARY, MARY DORMAN
("")
S;o
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-'
IN RE:
THE RAYMOND L. SCHAFFER
REVOCABLE LIVING TRUST
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO.
************************************************************************
IN RE:
ESTATE OF
RAYMOND L. SCHAFFER
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
NO. 21-06-0423
*************************************************************************
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX. D.B.N.C.T.A.
This Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a.
("this Agreement") is executed by the undersigned, Mary Dorman, residing at 110 Flannigan
Avenue, Williamsport, Pennsylvania, 17701-8207, on thi0 / Jf day of JI1 ()1 r:1t . in the year
Two Thousand and Seven (2007).
Backeround Information:
1. Raymond L. Schaffer ("Decedent") died on March 5,2006, a resident of261
Redwood Lane, Carlisle, Cumberland County, Pennsylvania.
2. Raymond L. Schaffer's Last Will and Testament dated August 20,2003 (the
1
"Will") was entered for probate in the Office of the Register of Wills, Cumberland County,
Pennsylvania, on September 28,2006, and Letters Testamentary were issued to the decedent's
friend, George A. Weinrich, a.k.a. George A. Wenrich, as the named Executor of the Estate. A
true and correct copy of the Last Will and Testament dated August 20, 2003 is attached hereto as
Exhibit A and incorporated herein by reference.
3. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer
Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as
Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and
executed several amendments to the Trust. A true and correct copy of the Revocable Living
Trust and the several amendments are attached hereto as Exhibit B and incorporated herein by
reference.
4. Pursuant to an amendment to the Trust, which amendment is dated August 20,
2003, George A. Weinrich was named the First Successor Trustee of the Trust.
5. George A. Wenrich passed away on October 6,2006, after having assumed his
duties as Successor Trustee and his duties as Executor.
6. Due to George A. Wenrich's death, it has now become necessary to appoint a
person as the successor executor of the Estate and as the successor trustee of the Trust, and
George A. Wenrich's wife, Patricia A. Wenrich, has consented to serve as both successor
executor (Administratrix d.b.n.c.t.a.) and as successor Trustee.
7. The Will did not name or designate a successor executor and the Trust did not
name or designate a successor trustee.
2
8. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1), letters of administration will be
granted in order of priority first to those entitled to the residue of the Estate.
9. Pursuant to the section of the Will entitled "Residue of Estate," upon the death of
Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust, and therefore,
the Trustee of the Trust would be entitled to administer the Estate pursuant to Section
3155(b)(1).
10. Pursuant to the residuary clause of the Trust and the compilation of the several
amendments to the Trust, the residue of the Trust is distributable to those individuals and entities
and in the amounts corresponding to their name, listed on Exhibit C, attached hereto and
incorporated herein by reference.
11. Pursuant to Section 8.01 of the Trust, the successor trustee is to be chosen by the
majority of the Trust Beneficiaries, which are the same beneficiaries as listed on Exhibit C..
12. Raymond L. Schaffer was not survived by a spouse.
13. Raymond L. Schaffer was survived by a daughter, Diane Farrel, who was
specifically disinherited by both the Trust and Will.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby renounce her right to administer the Estate of the Decedent Raymond L.
Schaffer and respectfully requests that Letters of Administration be issued to Patricia A.
Wenrich as Administratrix d.b.n.c.t.a. of the Estate.
Furthermore, the undersigned does hereby renounce her right to serve as successor trustee
of the Trust and, along with the other residuary beneficiaries of the Trust, hereby appoints
Patricia A. Wenrich as the Successor Trustee of the Trust.
3
The undersigned acknowledges that this Agreement will be filed with the Cumberland
County Register of Wills' Office and will be used to obtain the grant of Letters of Administration
to Patricia A. Wenrich.
This Agreement will be filed with the Office of Attorney General, Bureau of Charitable
Organizations, for its review and approval. The undersigned acknowledges that her approval and
signature is subject to the review and approval of the Office of Attorney General.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the undersigned
has hereunto set her hand and seal the day, month and year first above written.
WITNESS:
~ UI . Dltltlrlllt1
Z{G~~
COMMONWEAL TH OF PENNSYL VANIA
COUNTY OF 1- ~~ 1 ~
On this, the 1/ ~ of March, 2007, before me, a Notary Public for the Commonwealt
of Pennsylvania, the undersigned officer, personally appeared Mary Dorman known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within Agreement, and
acknowledged that she executed the same for the purpose therein contained.
SS
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
NOTARIAl. SEAl
DAVID 0 KOCH, NOTARY PUBUO
lOYAlSOCK TWP. lYCOMING CO.
tI'f COMMISSION EXPIRES SEPT. 2, 2010
Ad,~4 JJ. YznL
NOTARY PUBLIC
MY COMMISSION EXPIRES:
Sot! p T :Z);J. () 1(:;)
4
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX, D.B.N.C.T.A.
EXECUTED BY
RESIDUAL BENEFICIARY, RAMONA CHENOWETH
. ti
" ..~
'~
IN RE:
THE RAYMOND L. SCHAFFER
REVOCABLE LnnNGTRUST
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
NO.
************************************************************************
IN RE:
ESTATE OF
RAYMOND L. SCHAFFER
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
NO. 21-06-0423
*************************************************************************
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX. D.B.N.C.T .A.
This Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a.
("this Agreement") is executed by the undersigned, Ramona Chenoweth, residing at 1 W. Penn
Street, Apartment 107, Carlisle, Pennsylvania, 17013, on this 3~1/1 day of AaU.j/), in the
year Two Thousand and Seven (2007).
Backe:round Information:
1. Raymond L. Schaffer ("Decedent") died on March 5, 2006, a resident of 261
Redwood Lane, Carlisle, Cumberland County, Pennsylvania.
2. Raymond L. Schaffer's Last Will and Testament dated August 20,2003 (the
1
"Will") was entered for probate in the Office of the Register of Wills, Cumberland County,
Pennsylvania, on September 28,2006, and Letters Testamentary were issued to the decedent's
friend, George A. Weinrich, a.k.a. George A. Wenrich, as the named Executor of the Estate. A
true and correct copy of the Last Will and Testament dated August 20, 2003 is attached hereto as
Exhibit A and incorporated herein by reference.
3. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer
Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as
Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and
executed several amendments to the Trust. A true and correct copy of the Revocable Living
Trust and the several amendments are attached hereto as Exhibit B and incorporated herein by
reference.
4. Pursuant to an amendment to the Trust, which amendment is dated August 20,
2003, George A. Weinrich was named the First Successor Trustee of the Trust.
S. George A. Wenrich passed away on October 6, 2006, after having assumed his
duties as Successor Trustee and his duties as Executor.
6. Due to George A. Wenrich's death, it has now become necessary to appoint a
person as the successor executor of the Estate and as the successor trustee of the Trust, and
George A. Wenrich's wife, Patricia A. Wenrich, has consented to serve as both successor
executor (Administratrix d.b.n.c.t.a.) and as successor Trustee.
7. The Will did not name or designate a successor executor and the Trust did not
name or designate a successor trustee.
2
8. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1), letters of administration will be
granted in order of priority first to those entitled to the residue of the Estate.
9. Pursuant to the section of the Will entitled "Residue of Estate," upon the death of
Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust, and therefore,
the Trustee of the Trust would be entitled to administer the Estate pursuant to Section
3155(b)(1 ).
10. Pursuant to the residuary clause of the Trust and the compilation of the several
amendments to the Trust, the residue of the Trust is distributable to those individuals and entities
and in the amounts corresponding to their name, listed on Exhibit C, attached hereto and
incorporated herein by reference.
11. Pursuant to Section 8.01 of the Trust, the successor trustee is to be chosen by the
majority ofthe Trust Beneficiaries, which are the same beneficiaries as listed on Exhibit C..
12. Raymond L. Schaffer was not survived by a spouse.
13. Raymond L. Schaffer was survived by a daughter, Diane Farrel, who was
specifically disinherited by both the Trust and Will.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby renounce her right to administer the Estate of the Decedent Raymond L.
Schaffer and respectfully requests that Letters of Administration be issued to Patricia A.
Wenrich as Administratrix d.b.n.c.t.a. of the Estate.
Furthermore, the undersigned does hereby renounce her right to serve as successor trustee
of the Trust and, along with the other residuary beneficiaries of the Trust, hereby appoints
Patricia A. Wenrich as the Successor Trustee of the Trust.
3
The undersigned acknowledges that this Agreement will be filed with the Cumberland
County Register of Wills' Office and will be used to obtain the grant of Letters of Administration
to Patricia A. Wenrich.
This Agreement will be filed with the Office of Attorney General, Bureau of Charitable
Organizations, for its review and approval. The undersigned acknowledges that her approval and
signature is subject to the review and approval of the Office of Attorney General.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the undersigned
has hereunto set her hand and seal the day, month and year first above written.
WITNESS:
~~~
~~J!LbN~dJ
Ramona Chenoweth
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF ~v..Mf.l~l..A,,-, ~
SS
On this, the "3 c) day of March, 2007, before me, a Notary Public for the Commonwealt
of Pennsylvania, the undersigned officer, personally appeared Ramona Chenoweth known to me
(or satisfactorily proven) to be the person whose name is subscribed to the within Agreement,
and acknowledged that she executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWI!ALTH OPPENNSYLYNM
NOTARIAL SEAL
JUDITH D. KAUfFMAN. NOTAR'fPUBUC
CARUSLE BOROUGH, CUMBERLAND COUN1Y
MY COMMISSION EXPIReS MARCH to. 2011
4
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX, D.B.N.C.T.A.
EXECUTED BY
RESIDUAL BENEFICIARY, MIRIAM M. BROWN
IN RE:
THE RAYMOND L. SCHAFFER
REVOCABLE LIVING TRUST
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
.: NO.
************************************************************************
IN RE:
ESTATE OF
RAYMOND L. SCHAFFER
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
NO. 21-06-0423
*************************************************************************
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AM!
ADMINISTRATRIX. D.B.N.C.T.A.
This Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a.
SIt.f
("this Agreement") is executed by the undersigned, Miriam M. Brown, residing at4tzt N. Ott
00np
Street, Allentown, Pennsylvania, 18104, on this LL.- day of March, in the year Two Thousand
and Seven (2007).
Back~round Information:
1. Raymond L. Schaffer ("Decedent") died on March 5, 2006, a resident of26l
Redwood Lane, Carlisle, Cumberland County, Pennsylvania.
2. Raymond L. Schaffer's Last Will and Testament dated August 20,2003 (the
1
"Will") was entered for probate in the Office of the Register of Wills, Cumberland County,
Pennsylvania, on September 28,2006, and Letters Testamentary were issued to the decedent's
friend, George A. Weinrich, a.k.a. George A. Wenrich, as the named Executor of the Estate. A
true and correct copy of the Last Will and Testament dated August 20, 2003 is attached hereto as
Exhibit A and incorporated herein by reference.
3. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer
Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as
Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and
executed several amendments to the Trust. A true and correct copy of the Revocable Living
Trust and the several amendments are attached hereto as Exhibit B and incorporated herein by
reference.
4. Pursuant to an amendment to the Trust, which amendment is dated August 20,
2003, George A. Weinrich was named the First Successor Trustee of the Trust.
S. George A. Wenrich passed away on October 6, 2006, after having assumed his
duties as Successor Trustee and his duties as Executor.
6. Due to George A. Wenrich's death, it has now become necessary to appoint a
person as the successor executor of the Estate and as the successor trustee of the Trust, and
George A. Wenrich's wife, Patricia A. Wenrich, has consented to serve as both successor
executor (Administratrix d.b.n.c.t.a.) and as successor Trustee.
7. The Will did not name or designate a successor executor and the Trust did not
name or designate a successor trustee.
2
8. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1), letters of administration will be
granted in order of priority first to those entitled to the residue of the Estate.
9. Pursuant to the section of the Will entitled "Residue of Estate," upon the death of
Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust, and therefore,
the Trustee of the Trust would be entitled to administer the Estate pursuant to Section
3155(b)(1 ).
10. Pursuant to the residuary clause of the Trust and the compilation of the several
amendments to the Trust, the residue of the Trust is distributable to those individuals and entities
and in the amounts corresponding to their name, listed on Exhibit C, attached hereto and
incorporated herein by reference.
11. Pursuant to Section 8.01 of the Trust, the successor trustee is to be chosen by the
majority of the Trust Beneficiaries, which are the same beneficiaries as listed on Exhibit C..
12. Raymond L. Schaffer was not survived by a spouse.
13. Raymond L. Schaffer was survived by a daughter, Diane Farrel, who was
specifically disinherited by both the Trust and Will.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby renounce her right to administer the Estate of the Decedent Raymond L.
Schaffer and respectfully requests that Letters of Administration be issued to Patricia A.
Wenrich as Administratrix d.b.n.c.t.a. of the Estate.
Furthermore, the undersigned does hereby renounce her right to serve as successor trustee
of the Trust and, along with the other residuary beneficiaries of the Trust, hereby appoints
Patricia A. Wenrich as the Successor Trustee of the Trust.
3
The undersigned acknowledges that this Agreement will be filed with the Cumberland
County Register of Wills' Office and will be used to obtain the grant of Letters of Administration
to Patricia A. Wenrich.
This Agreement will be filed with the Office of Attorney General, Bureau of Charitable
Organizations, for its review and approval. The undersigned acknowledges that her approval and
signature is subject to the review and approval of the Office of Attorney General.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the undersigned
has hereunto set her hand and seal the day, month and year first above written.
WITNESS:
9~ W'LQ WI OOlt~~
~h,.~
Miriam M. Brown
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LE H 16 H
. nIJnD .
On thIS, the LL- day of March, 2007, before me, a Notary Pubhc for the Commonwealt
of Pennsylvania, the undersigned officer, personally appeared Miriam M. Brown known to me
(or satisfactorily proven) to be the person whose name is subscribed to the within Agreement,
and acknowledged that she executed the same for the purpose therein contained.
SS
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH OF PENNSYLVANIA
NolariaI Seal
Sarah Stuber. Nolary Public
Oty Of AIenkM'n. lehigh Colmty
Mv eom,lllsslon ExpIres June 3. 2007
Member. Pennsylvania Association cI ~
~{UoJ\Sfu~
NOTARY PUBLIC
MY COMMISSION EXPIRES:
Jut0E 3 2007
I
4
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX, D.B.N.C.T.A.
EXECUTED BY
RESIDUAL BENEFICIARY, WENDA RITTER
.'"
. '\"
..~ )
'l w-"A
f. "
"oA
IN RE:
THE RAYMOND L. SCHAFFER
REVOCABLE LIVING TRUST
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
NO.
************************************************************************
IN RE:
ESTATE OF
RAYMOND L. SCHAFFER
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
NO. 21-06-0423
*************************************************************************
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX. D.B.N.C.T.A.
This Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a.
We N'cI ,.,.
("this Agreement") is executed by the undersigned, WeRd.y Ritter, residing at 265 Redwood
Lane, Carlisle, Pennsylvania, 17013, on this "1~y of March, in the year Two Thousand
and Seven (2007).
Back2l"ound Information:
1. Raymond L. Schaffer ("Decedent") died on March 5, 2006, a resident of 261
Redwood Lane, Carlisle, Cumberland County, Pennsylvania.
2. Raymond L. Schaffer's Last Will and Testament dated August 20,2003 (the
1
"Will") was entered for probate in the Office of the Register of Wills, Cumberland County,
Pennsylvania, on September 28,2006, and Letters Testamentary were issued to the decedent's
friend, George A. Weinrich, a.k.a. George A. Wenrich, as the named Executor of the Estate. A
true and correct copy of the Last Will and Testament dated August 20,2003 is attached hereto as
Exhibit A and incorporated herein by reference.
3. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer
Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as
Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and
executed several amendments to the Trust. A true and correct copy of the Revocable Living
Trust and the several amendments are attached hereto as Exhibit B and incorporated herein by
reference.
4. Pursuant to an amendment to the Trust, which amendment is dated August 20,
2003, George A. Weinrich was named the First Successor Trustee of the Trust.
5. George A. Wenrich passed away on October 6, 2006, after having assumed his
duties as Successor Trustee and his duties as Executor.
6. Due to George A. Wenrich's death, it has now become necessary to appoint a
person as the successor executor of the Estate and as the successor trustee of the Trust, and
George A. Wenrich's wife, Patricia A. Wenrich, has consented to serve as both successor
executor (Administratrix d.b.n.c.t.a.) and as successor Trustee.
7. The Will did not name or designate a successor executor and the Trust did not
name or designate a successor trustee.
2
8. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1), letters of administration will be
granted in order of priority first to those entitled to the residue of the Estate.
9. Pursuant to the section of the Will entitled "Residue of Estate," upon the death of
Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust, and therefore,
the Trustee of the Trust would be entitled to administer the Estate pursuant to Section
3155(b)(1).
10. Pursuant to the residuary clause of the Trust and the compilation of the several
amendments to the Trust, the residue of the Trust is distributable to those individuals and entities
and in the amounts corresponding to their name, listed on Exhibit C, attached hereto and
incorporated herein by reference.
11. Pursuant to Section 8.01 of the Trust, the successor trustee is to be chosen by the
majority of the Trust Beneficiaries, which are the same beneficiaries as listed on Exhibit Coo
12. Raymond L. Schaffer was not survived by a spouse.
13. Raymond L. Schaffer was survived by a daughter, Diane Farrel, who was
specifically disinherited by both the Trust and Will.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby renounce her right to administer the Estate of the Decedent Raymond L.
Schaffer and respectfully requests that Letters of Administration be issued to Patricia A.
Wenrich as Administratrix d.b.n.c.t.a. of the Estate.
Furthermore, the undersigned does hereby renounce her right to serve as successor trustee
of the Trust and, along with the other residuary beneficiaries of the Trust, hereby appoints
Patricia A. Wenrich as the Successor Trustee of the Trust.
3
The undersigned acknowledges that this Agreement will be filed with the Cumberland
County Register of Wills' Office and will be used to obtain the grant of Letters of Administration
to Patricia A. Wenrich.
This Agreement will be filed with the Office of Attorney General, Bureau of Charitable
Organizations, for its review and approval. The undersigned acknowledges that her approval and
signature is subject to the review and approval of the Office of Attorney General.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the undersigned
has hereunto set her hand and seal the day, month and year first above written.
WITNESS:
J~~/
WeR~ Ritter
WeNclN
~'5:'..7
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~b~---D
On this, the ~ 'J1l' day of March, 2007, before me, a N9J~!Y-l>lic for the Commonwealt
of Pennsylvania, the undersigned officer, personally appeared WfttiIfRitter known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within Agreement, and
acknowledged that she executed the same for the purpose therein contained.
SS
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEAlTH OF PENNSYLVANIA
NOTARIAL SEAL
Mary Ann C. Garbarino, Notary Public
SOver Sprint TwP., Cumberland County
My Commission Expires Dec. 13, 2008
~c.~~
NOTAR PUBLIC
MY COMMISSION EXPIRES: b ct. l-31 'dCO&
4
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX, D.B.N.C.T.A.
EXECUTED BY RESIDUAL BENEFICIARY,
REV. JOSEPH L. KUGLE, PASTOR
TRINITY UNITED METHODIST CHURCH
{
IN RE:
THE RAYMOND L. SCHAFFER
REVOCABLE LIVING TRUST
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO.
************************************************************************
IN RE:
ESTATE OF
RAYMOND L. SCHAFFER
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO. 21-06-0423
*************************************************************************
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX. D.B.N.C.T.A.
This Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a.
("this Agreement") is executed by the undersigned, Reverend Joseph L. Kugle, and is
authorized to do so in his capacity as Pastor of Trinity United Methodist Church, with offices
at P.o. Box 26, New Kingstown, Pennsylvania, 17072-0026, on this 15f~y of March, in
the year Two Thousand and Seven (2007).
Backe:round Information:
1. Raymond L. Schaffer ("Decedent") died on March 5, 2006, a resident of 261
Redwood Lane, Carlisle, Cumberland County, Pennsylvania.
1
2. Raymond L. Schaffer's Last Will and Testament dated August 20, 2003 (the
"Will") was entered for probate in the Office of the Register of Wills, Cumberland County,
Pennsylvania, on September 28,2006, and Letters Testamentary were issued to the decedent's
friend, George A. Weinrich, a.k.a. George A. Wenrich, as the named Executor of the Estate. A
true and correct copy of the Last Will and Testament dated August 20, 2003 is attached hereto as
Exhibit A and incorporated herein by reference.
3. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer
Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as
Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and
executed several amendments to the Trust. A true and correct copy of the Revocable Living
Trust and the several amendments are attached hereto as Exhibit B and incorporated herein by
reference.
4. Pursuant to an amendment to the Trust, which amendment is dated August 20,
2003, George A. Weinrich was named the First Successor Trustee of the Trust.
5. George A. Wenrich passed away on October 6,2006, after having assumed his
duties as Successor Trustee and his duties as Executor.
6. Due to George A. Wenrich's death, it has now become necessary to appoint a
person as the successor executor of the Estate and as the successor trustee of the Trust, and
George A. Wenrich's wife, Patricia A. Wenrich, has consented to serve as both successor
executor (Administratrix d.b.n.c.t.a.) and as successor Trustee.
7. The Will did not name or designate a successor executor and the Trust did not
2
name or designate a successor trustee.
8. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1), letters of administration will be
granted in order of priority first to those entitled to the residue of the Estate.
9. Pursuant to the section of the Will entitled "Residue of Estate," upon the death of
Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust, and therefore,
the Trustee of the Trust would be entitled to administer the Estate pursuant to Section
3155(b)(1).
10. Pursuant to the residuary clause of the Trust and the compilation of the several
amendments to the Trust, the residue of the Trust is distributable to those individuals and entities
and in the amounts corresponding to their name, listed on Exhibit C, attached hereto and
incorporated herein by reference.
11. Pursuant to Section 8.01 ofthe Trust, the successor trustee is to be chosen by the
majority ofthe Trust Beneficiaries, which are the same beneficiaries as listed on Exhibit C..
12. Raymond L. Schaffer was not survived by a spouse.
13. Raymond L. Schaffer was survived by a daughter, Diane Farrel, who was
specifically disinherited by both the Trust and Will.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby renounce its right to administer the Estate of the Decedent Raymond L.
Schaffer and respectfully requests that Letters of Administration be issued to Patricia A.
Wenrich as Administratrix d.b.n.c.t.a. of the Estate.
Furthermore, the undersigned does hereby renounce its right to serve as successor trustee
of the Trust and, along with the other residuary beneficiaries of the Trust, hereby appoints
3
Patricia A. Wenrich as the Successor Trustee of the Trust.
The undersigned acknowledges that this Agreement will be filed with the Cumberland
County Register of Wills' Office and will be used to obtain the grant of Letters of Administration
to Patricia A. Wenrich.
This Agreement will be filed with the Office of Attorney General, Bureau of Charitable
Organizations, for its review and approval. The undersigned acknowledges that her approval and
signature is subject to the review and approval of the Office of Attorney General.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the undersigned
has hereunto set his hand and seal the day, month and year first above written.
WITNESS:
TRINITY UNITED METHODIST CHURCH
~~~~
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF~
SS
On this, the~ ~ day of March, 2007, before me, a Notary Public for the
Commonwealth of Pennsylvania, the undersigned officer, personally appeared Reverend Joseph
L. Kugle, in his capacity as Pastor of Trinity United Methodist Church, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within Agreement, and
acknowledged that he executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
Christie L. Underkoffler, Notlry Public
Silver Sprina Twp., Cumberland County
My CommiSS!Qh E~plt'~ JulY, 19, 2010
~~~
NOTARY PUBLIC
MY COMMISSION EXPIRES:
4
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
AD MINISTRA TRIX, D.B.N.C. T .A.
EXECUTED BY RESIDUAL BENEFICIARY,
MARLA HANSEN, COUNCIL PRESIDENT
ST. STEPHEN'S LUTHERAN CHURCH
IN RE:
THE RAYMOND L. SCHAFFER
REVOCABLE LnnNGTRUST
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
NO.
************************************************************************
IN RE:
ESTATE OF
RAYMOND L. SCHAFFER
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO. 21-06-0423
*************************************************************************
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX. D.B.N.C.T.A.
This Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a.
("this Agreement") is executed by the undersigned, \\..~ ~ ~~h. . and is
authorized to do so in his/her capacity aS~lro.~' ~ ?e.ESl~\OfSt. Stephen's Lutheran
~ t\~
Church, with offices at 30 W. Main Street, Kingstown, Pennsylvania, 17072, on this CZ::::.
day of.March; in the year Two Thousand and Seven (2007).
ARt:Li (;
Backeround Information:
1. Raymond L. Schaffer ("Decedent") died on March 5, 2006, a resident of261
Redwood Lane, Carlisle, Cumberland County, Pennsylvania.
1
2. Raymond L. Schaffer's Last Will and Testament dated August 20, 2003 (the
"Will") was entered for probate in the Office of the Register of Wills, Cumberland County,
Pennsylvania, on September 28,2006, and Letters Testamentary were issued to the decedent's
friend, George A. Weinrich, a.k.a. George A. Wenrich, as the named Executor of the Estate. A
true and correct copy of the Last Will and Testament dated August 20, 2003 is attached hereto as
Exhibit A and incorporated herein by reference.
3. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer
Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as
Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and
executed several amendments to the Trust. A true and correct copy of the Revocable Living
Trust and the several amendments are attached hereto as Exhibit B and incorporated herein by
reference.
4. Pursuant to an amendment to the Trust, which amendment is dated August 20,
2003, George A. Weinrich was named the First Successor Trustee of the Trust.
5. George A. Wenrich passed away on October 6, 2006, after having assumed his
duties as Successor Trustee and his duties as Executor.
6. Due to George A. Wenrich's death, it has now become necessary to appoint a
person as the successor executor of the Estate and as the successor trustee of the Trust, and
George A. Wenrich's wife, Patricia A. Wenrich, has consented to serve as both successor
executor (Administratrix d.b.n.c.t.a.) and as successor Trustee.
7. The Will did not name or designate a successor executor and the Trust did not
2
name or designate a successor trustee.
8. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1), letters of administration will be
granted in order of priority first to those entitled to the residue of the Estate.
9. Pursuant to the section ofthe Will entitled "Residue of Estate," upon the death of
Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust, and therefore,
the Trustee of the Trust would be entitled to administer the Estate pursuant to Section
3155(b)(1 ).
10. Pursuant to the residuary clause of the Trust and the compilation of the several
amendments to the Trust, the residue of the Trust is distributable to those individuals and entities
and in the amounts corresponding to their name, listed on Exhibit C, attached hereto and
incorporated herein by reference.
11. Pursuant to Section 8.01 of the Trust, the successor trustee is to be chosen by the
majority of the Trust Beneficiaries, which are the same beneficiaries as listed on Exhibit C..
12. Raymond L. Schaffer was not survived by a spouse.
13. Raymond L. Schaffer was survived by a daughter, Diane Farrel, who was
specifically disinherited by both the Trust and Will.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby renounce its right to administer the Estate of the Decedent Raymond L.
Schaffer and respectfully requests that Letters of Administration be issued to Patricia A.
Wenrich as Administratrix d.b.n.c.t.a. of the Estate.
Furthermore, the undersigned does hereby renounce its right to serve as successor trustee
of the Trust and, along with the other residuary beneficiaries of the Trust, hereby appoints
3
Patricia A. Wenrich as the Successor Trustee of the Trust.
The undersigned acknowledges that this Agreement will be filed with the Cumberland
County Register of Wills' Office and will be used to obtain the grant of Letters of Administration
to Patricia A. Wenrich.
This Agreement will be filed with the Office of Attorney General, Bureau of Charitable
Organizations, for its review and approval. The undersigned acknowledges that her approval and
signature is subject to the review and approval of the Office of Attorney General.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the undersigned
has hereunto set hislher hand and seal the day, month and year first above written.
WITNESS:
ST. STEPHEN'S LUTHERAN CHURCH
6~L
By: 'Me<-<L h
'G/Ju hO J Y'e s /01 en 1-- (Title)
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF lu.meuu-A,,~t)
,,~I> ~~L.
On this, the --'L-- day of. h, 2007, before me, a Notary Public for the
Commonwealth of Pennsylvania, the undersigned officer, personally appeared MA1U.A H~
.,..-- in MsYher capacity as~tJt.&L Prle5IDGAJ1"' ofSt. Stephen's Lutheran Church.
known to me (or satisfactorily proven) to be the person whose name is subscribed to the within
Agreement, and acknowledged that he/she executed the same for the purpose therein contained.
SS
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH OF PENNSYlVANIA
NOTARIAL SEAL
Miry Ann C. Garbarino, Notary Public
Sliver Sprlni Twp., Cumberland County
My Commission Expires Dec. 13, 2008
~~~
NOT PUBLIC
MY COMMISSION EXPIRES:
])~C.. (~, ~8'
4
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX, D.B.N.C.T.A.
EXECUTED BY RESIDUAL BENEFICIARY,
RICHARD D. ALLEN, ASSISTANT SECRETARY
THE SALVATION ARMY
~. 1Ir..,
....k1'.,
';'1'
t
IN RE:
THE RAYMOND L. SCHAFFER
REVOCABLE LIVING TRUST
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO.
************************************************************************
IN RE:
ESTATE OF
RAYMOND L. SCHAFFER
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO. 21-06-0423
*************************************************************************
AGREEMENT TO DESIGNATE
SUCCESSOR TRUSTEE
AND
ADMINISTRATRIX. D.B.N.C.T.A.
This Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a.
"'dD. AlleI
("this Agreement") is executed by the undersigned, l\lAj~r Coli.. ~filuil, and is authorized to
ASIISTANT SECRETARY
do so in his capacity as C9HmlaatHftg Offieer of The Salvation Army, with offices at The
~ ~il
Citadel, 125 South Hanover Street, Carlisle, Pennsylvania, 17013, on this ~ day ofM8:FElG,
in the year Two Thousand and Seven (2007).
Back2round Information:
1. Raymond L. Schaffer ("Decedent") died on March 5, 2006, a resident of261
Redwood Lane, Carlisle, Cumberland County, Pennsylvania.
1
2. Raymond L. Schaffer's Last Will and Testament dated August 20,2003 (the
"Will") was entered for probate in the Office of the Register of Wills, Cumberland County,
Pennsylvania, on September 28,2006, and Letters Testamentary were issued to the decedent's
friend, George A. Weinrich, a.k.a. George A. Wenrich, as the named Executor of the Estate. A
true and correct copy of the Last Will and Testament dated August 20,2003 is attached hereto as
Exhibit A and incorporated herein by reference.
3. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer
Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as
Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and
executed several amendments to the Trust. A true and correct copy of the Revocable Living
Trust and the several amendments are attached hereto as Exhibit B and incorporated herein by
reference.
4. Pursuant to an amendment to the Trust, which amendment is dated August 20,
2003, George A. Weinrich was named the First Successor Trustee of the Trust.
S. George A. Wenrich passed away on October 6, 2006, after having assumed his
duties as Successor Trustee and his duties as Executor.
6. Due to George A. Wenrich's death, it has now become necessary to appoint a
person as the successor executor of the Estate and as the successor trustee of the Trust, and
George A. Wenrich's wife, Patricia A. Wenrich, has consented to serve as both successor
executor (Administratrix d.b.n.c.t.a.) and as successor Trustee.
7. The Will did not name or designate a successor executor and the Trust did not
2
name or designate a successor trustee.
8. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1), letters of administration will be
granted in order of priority first to those entitled to the residue of the Estate.
9. Pursuant to the section of the Will entitled "Residue of Estate," upon the death of
Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust, and therefore,
the Trustee of the Trust would be entitled to administer the Estate pursuant to Section
3155(b)(1 ).
10. Pursuant to the residuary clause of the Trust and the compilation of the several
amendments to the Trust, the residue of the Trust is distributable to those individuals and entities
and in the amounts corresponding to their name, listed on Exhibit C, attached hereto and
incorporated herein by reference.
11. Pursuant to Section 8.01 of the Trust, the successor trustee is to be chosen by the
majority of the Trust Beneficiaries, which are the same beneficiaries as listed on Exhibit C..
12. Raymond L. Schaffer was not survived by a spouse.
13. Raymond L. Schaffer was survived by a daughter, Diane Farrel, who was
specifically disinherited by both the Trust and Will.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the
undersigned does hereby renounce its right to administer the Estate of the Decedent Raymond L.
Schaffer and respectfully requests that Letters of Administration be issued to Patricia A.
Wenrich as Administratrix d.b.n.c.t.a. of the Estate.
Furthermore, the undersigned does hereby renounce its right to serve as successor trustee
of the Trust and, along with the other residuary beneficiaries of the Trust, hereby appoints
3
Patricia A. Wenrich as the Successor Trustee of the Trust.
The undersigned acknowledges that this Agreement will be filed with the Cumberland
County Register of Wills' Office and will be used to obtain the grant of Letters of Administration
to Patricia A. Wenrich.
This Agreement will be filed with the Office of Attorney General, Bureau of Charitable
Organizations, for its review and approval. The undersigned acknowledges that her approval and
signature is subject to the review and approval of the Office of Attorney General.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the undersigned
has hereunto set his hand and seal the day, month and year first above written.
WITNESS:
J)oxUillY\- IY\~
"1)ln'I.e\k N. mtL~ \Q~ S
e5IIyJI'Y16NV;EAL 'fit: 0.. r~NNgYL \~IA
0ic\-\cof- \'J eVJ "l Of \<.
COUNTY OF "Roe.k\and
+k. ~r\ \
On this, the ~ <:lay of Maroo, 2007, before me, a Notary Public for the ~ak: of ~CVV ~Oy'K
C8mmgw:':8~th QfP~Eylvama, the undersigned officer, pers~nally appeared. :MajeF Otlitt ....dD. AllaR
De. J.ult, m hIS capacIty ~'lIRI'MWfThe SalvatIon ArmY( Carhsle,P A) known to .
me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement,
and acknowledged that he executed the same for the purpose therein contained.
. Cg--aRdiBg Offieer
._ ~D._AaIL SIcre8y
.
SS
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~
AEBECCA F. ROSENBAUM
NoIIIIy PublIc. State of New YOlk
No. 01R08134444
Qudfted In 0r8nge Colriy
OrMN.IlIIonExpnlOcmber03,~
4
IN THE MATTER OF
THE ESTATE OF RAYMOND L. SCHAFFER
Date of Death: March 5.. 2006
EXHIBIT A
Copy of the Will of Raymond L. Schaffer
Dated August 20, 2003
LAST WILL AND TEST AMENT
(Pour-Over Will)
OF
RAYMOND L. SCHAFFER
IDENTITY
I, RAYMOND L. SCHAFFER, residing in the County of Cumberland, Commonwealth of
Pennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any
person whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all
other former Wills and Codicils to Wills heretofore made by me. My Social Security Number is 177-12-
7571.
1"""-.)
',=...l
<:;;:.;~)
...::.;....;.
I have the following child: Diane Farrel, born
(j
(...':
-~
i-l"i
':'J
(-;
"T:l
I (----.1
";_ .""~~. Ii) ~::.: ,~ -' c5=-~
I have provided for the payment of all my debts, expenses of administration of p[9pe\~ whef~ver :: ":; :-=;
situated passing under this Will or otherwise, and estate, inheritance, transfer, and succes_~:i~'laxes,~!her :-~ =13
than any tax on a generation-skipping transfer that is not a liability of my Estate (inchlding intere~"t.and ::'~3 ;,:,"~
penalties, if any) that become due by reason of my death, under THE RA YMONIgL~-lSCHAfgER :j-:-l
REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Trust"). If" 'the
Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items
from the residue of my Estate passing under this Will, without any apportionment or reimbursement. In
the alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount
necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court
order .
DEBTS, TAXES AND ADMINISTRATION EXPENSES
i'l
i_ )
PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to the Revocable Trust
as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership
or disposition of these assets, it is my desire that such assets pour into the Revocable Trust, signed by me
this date in accordance with the provisions of the section titled "Residue of Estate."
RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devices), wherever situated and whether acquired before or
after the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of
the execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the
corpus of the above described Trust and shall hold, administer and distribute said property in accordance
with the provisions of the said Trust, including any amendments thereto made before my death.
If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a
court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under
said Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the
residue and remainder thereof to that person who would have been the Trustee under the Trust, as
POUR-OVER WILL
Page I
(:r1-)
Testator
Trustee, and to their substitutes and successors under the Trust, described herein above, to be held,
managed, invested, reinvested and distributed by the Trustee upon the terms and conditions pertaining to
the period beginning with the date of my death as are constituted in the Trust as at present constituted
giving effect to amendments, if any, hereafter made and for that purpose I do hereby incorporate such
Trust by reference into this my Will.
EXECUTOR
I hereby nominate and appoint George A. Weinrich to serve without bond as my Independent
Executor of this my Last Will and Testament.
Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this
my Will, such words and respective pronouns shall be held and taken to include both the singular and the
plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named
herein and to any successor to substitute Executor acting hereunder, and such successor or substitute
Executor shall possess all the rights, powers, duties, authority, and responsibility conferred upon the
Executor originally named herein.
EXECUTOR POWERS
By way of lllustration and not of limitation and in addition to any inherent, implied or statutory
powers granted to executors generally, my Executor is specifically authorized and empowered with
respect to any property, real or personal, at any time held under any provision of this my Will: to allot,
allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract
with respect to, continue any business of mine, convert, deal with, dispose of, enter into, exchange, hold,
improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options
with respect to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash
or in kind of partly in each without regard to the income tax basis of such asset and in general, exercise all
of the powers in the management of my Estate which any individual could exercise in the management of
similar property owned in its own right upon such terms and conditions as to my Executor may seem best,
and execute and deliver any and all instruments and do all acts which my Executor may deem proper or
necessary to carry out the purpose of this my Will, without being limited in any way by the specific grants
or power made, and without the necessity of a court order.
My Executor shall have absolute discretion, but shall not be required, to make adjustments in the
rights of any Beneficiaries, or among the principal and income accounts to compensate for the
consequences of any tax decision or election, or of any investment or administrative decision, that my
executor believes has had the effect, directly or indirectly, of preferring one Beneficiary or group of
Beneficiaries over others. 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 deductions.
POUR-OVER WILL
Page 2
Q~3
Testator
CONTESTS AND SPECIFIC OMISSIONS
If any beneficiary under this will, singly or in conjunction with any other person or persons, directly or
indirectly:
1. contests in any court the validity of this will or, in any manner, attacks or seeks to impair or
invalidate any of its provisions;
2. contests in any court the validity of the Testator's/Testatrix's Will or, in any manner, attacks or
seeks to impair or invalidate any of its provisions;
3. seeks to obtain an adjudication in any proceeding in any court that this trust or any of its
provisions or that Testator's/Testatrix's Will or any of its provisions is void;
4. claims entitlement by way of any written or oral contract to any portion of the
Testator's/Testatrix's estate, whether in probate or under this instrument;
5. unsuccessfully challenges the appointment of any person named as Executor or successor
Executor of the Testator's/Testatrix's Will;
6. objects in any manner to any action taken or proposed to be taken in good faith by the Executor
of the Testator's/Testatrix's Will;
7. objects to any construction or interpretation of this Will, or any provision of it, that is adopted or
is proposed in good faith by the Executor;
8. unsuccessfully seeks the removal of any person acting as the Executor of the
Testator' s/Testatrix' sWill;
9. files any creditor's claim in Testator's/Testatrix's estate (without regard to its validity), whether
the claim arose before or after the date of this instrument, but excepting claims for cash advanced
or paid for expenses of the Testator's/Testatrix's last illness or funeral paid by said claimant;
10. attacks or seeks to invalidate any designation of beneficiaries for any life insurance policy on
Testator's/Testatrix's life;
11. attacks or seeks to invalidate any designation of beneficiaries for any pension or IRA or other
form of qualified 'or non-qualified asset or deferred compensation account, agreement or
arrangement;
12. attacks or seeks to invalidate any will which Testator/Testatrix has created or may create during
Testator' s/Testatrix' s lifetime, or any provision thereof, as well as any gift which
Testator/Testatrix has made or will made during Testator's/Testatrix's lifetime, whether before or
after the date of this instrument;
13. attacks or seeks to invalidate any transaction by which Testator/Testatrix sold any assets (whether
to a relative of Testator' s/Testatrix's or otherwise); or
14. refuses a request of Testator's/Testatrix's, Exccutor or othcr fiduciary to assist in the defense
against any of the foregoing acts or proceedings,
then that person's right to take any interest given to him or her by this trust shall be determined as it would
have been determined if the person had predeceased the execution of this will instrument without issue
survIVIng.
The provisions of the foregoing paragraph shall not apply to any disclaimer by any person of any benefit
under this will. In the event that any of this provision is held to be invalid, void or illegal, the same shall
be deemed severable from the remainder of this provision and shall in no way affect, impair or invalidate
any other provision in this will; and if such provision shall be deemed invalid due to its scope or breadth,
such provision shall be deemed to exist to the extent of the scope or breadth permitted by law.
POUR-OVER WILL
Page 3
(.//]JJ
'-"'I \
~
Testator
SIMULTANEOUS DEATH
If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively
presumed for the purpose of this my Will that said Beneficiary predeceased me.
This instrument consists of 6 typewritten pages, including the Attestation Clause, Self-P?Ovin, Clause,
signature of W. itnesses, and~cknowledgment of officer. I have signed my name at the ~~of each of
the %#;~es. ~s~ment is being signed by me on this c::LL-- day of
POUR-OVER WILL
Page 4
ATTESTATION CLAUSE
The Testator whose name appears above declared to us, the undersigned, that the foregoing
instrument was his/her Last Will and Testament, and he or she requested us to act as witnesses to such
instrument and to his/her signature thereon. The Testator thereupon signed such instrument in our
presence. At the Testator's request, the undersigned then subscribed our names to the instrument in our
own handwriting in the presence of the Testator. The undersigned hereby declare, in the presence of each
of us, that we believe the Testator to be of sound and disposing mind and memory.
Signed by us on the same day and year as this Last Will and Testament was signed by the
Testator.
WITNESSES:
ADDRESSES:
~~ ;1h~
o G c:. 0;-; c !J,. jde It! r; c "-
(printed Name of Witness)
if J.. CJz- UP c I /1) r-
j!lJecl-a/IJ';!;' '=. t<. rS .' p~ '7DS'r
City, State, Zip I /
~~
~~~~
4fi~drer
~;-/~/#p
City, State,ip ,
POUR-OVER WILL
Page 5
(::] ~S
Testator
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SELF-PROVING CLAUSE
BEFO~ ~>>> tIle undersigned aut:wvy, on thiS~. tso~ ~<1aredJRA YMOND L.
SCHAFFER~~ /I /LAJ/~/q an~ ~ I} - ,~ ,
known to me to be the Testator and the witnesses, respectively, whose names are subscribed to the
foregoing instrument in their respective capacities, and all of them being by me duly sworn, RAYMOND
L. SCHAFFER, Testator, declared to me and to the witnesses, in my presence, that the instrument is
his/her Will and that he or she had willingly made and executed it as his/her free act and deed for the
purposes therein expressed; and the Witnesses, each on his or her oath, stated to me in the presence and
hearing of the Testator, that the Testator had declared to them that the instrument is his Will and that he or
she executed the same as such and wanted each of them to sign it as a witness; and upon their oaths, each
witness stated further that he or she did the same as a witness in the presence of the Testator, and at his
request and that he or she was at that time eighteen (18) years of age or over and was of sound mind, and
that each of the witnesses was then at least fourteen (14) years of age.
Q ~J~~
~~. CHAFFER
Testator
~/fj~~
lj"''''iiFme.. /I, t{)eAlrrc(
(printed N me of Witness)
~
~?r'e
FER, Testator,
and
day of
" --'y..,..--~-,~-,._~..."
~ Cy ~:1l;[ L. fgl:~:::~- :..'" ,r..: :_. ':"'!~ !
~ :i-'~r "..._' Of"" .-. Il.... ... ~ ,.. ~.'
t ~ Jt:t.r.l.,...~n ,~,'r. ",ll ... c.", ~,... '""1'\-'"
! ',4~~'~;!~:~;:~0g~~i~:j1~";~~ :7~2,l;:.,;J
POUR-OVER WILL
Page 6
IN THE MATTER OF
THE ESTATE OF RAYMOND L. SCHAFFER
Date of Death: March 5, 2006
EXHIBIT B
Copy of the of Raymond L. Schaffer
Revocable Living Trust VI A Dated July 16, 2003
REVOCABLE LIVING TRUST AGREEMENT
it. ..;rins AGREE~NT AND DECLARATION OF lRUST, made effective Iii.! j/ day of
c 'I/{/ , 20 ~:....J , by RAYMOND L. SCHAFFER, Grantor, Settlor and Trustee, who resides
at 261 Redwood Lane, Carlisle, County of Cumberland, Commonwealth of Pennsylvania, does hereby
establish a Trust upon the conditions and for the purposes hereafter set forth.
WITNESSETH:
WHEREAS, in order to provide the future comfort and security to himself and the other
beneficiaries hereafter mentioned, Grantor desires to create a revocable trust for the purposes hereinafter
set forth;
ARTICLE ONE
Terms of the Trust
Section 1.01 - Trust Estate Defined
NOW, THEREFORE, in consideration of the premises and of the Covenants herein contained this
Revocable Trust is formed to hold title to real and personal property for the benefit of the Settlor of this
Trust and to provide for the orderly use and transfer of these assets upon the death of the Settlor. The
"Trust Estate" is defined as all property transferred or conveyed to and received by the Trustee held
pursuant to the terms of this instrument. The Trustee is required to hold, administer, and distribute this
property as provided in this Trust Agreement.
The name of this Trust Agreement shall be:
TIlE RAYMOND L SCHAFF?: ~VOC~E LNING TRUST AGREEMENT
DATE~/6 b ,20 "--7
Section 1.02 - Definitions of Terms
As used in this Trust Agreement:
1. The .term "Settlor" shall mean RAYMOND L. SCHAFFER.
2. The term "Descendant" shall mean the lawful issue of a deceased parent in the line of
descent, but does not include the issue of any parent who is a descendant of the deceased
person in question and who is living at the time in question.
3. The terms "Child" and "Descendant" include any issue born to decedent, a child legally
~dopted by the decedent, and a posthumous child of a decedent. A posthumous child is to
be considered as living at the time of his or her parent's death.
4. The term "Survives" or "Surviving", unless otherwise indicated herein, shall be construed
to mean surviving the decedent for at least sixty (60) days. If the person referred to dies
REVOCABLE LIVING TRUST AGREEMENT
Page 1
within sixty (60) days of the death of the decedent, the reference to him or her will be
construed as ifhe or she had failed to survive the decedent; provided, however, that any
such person will have, during such period, the right to the use and enjoyment as a life
tenant of all property in which his or her interest will fail by reason of death during such
period.
5. The term "Issue" will include all natural and adopted children, if applicable, and
descendants and those legally adopted into the line of descent.
6. The term "Per Stirpes" means strict per stirpes and does not mean per capita with
representation. Beneficiaries entitled to take under a "per stirpes" clause will include
both natural and adopted children and their descendants.
7. The terms "Trust Assets" and "Trust Estate" include all assets of any trust created
hereunder and income derived from such assets and all proceeds of any description
derived from the sale, exchange, or other disposition of such assets.
8. When required to give reasonable effect to the context in which used, pronouns in the
masculine, feminine, or neuter gender include each other, and nouns and pronouns in the
plural or singular number include each other.
Section 1.03 - Trustee Designation
Settlor is hereby designated as Trustee. The term "Trustee" as used in this Trust Agreement shall refer to
Settlor so long as he or she serves as Trustee, and/or to any successor Trustee who assumes the role of
Trustee. These Trustees shall serve in the order as provided in Section 8.01 of this Trust Agreement.
Section 1.04 - Additions to Trust Properties
1. The Trustee, at any time during the continuance of this Trust in his or her sole discretion after
consideration of the possible tax consequences to all concerned, is authorized to receive into the
Trust additions of cash and other properties from any source whatsoever, whether by gift, will, or
otherwise. However, the Trustee shall accept all assets which any person or persons may give,
devise, or bequeath by Last Will and Testament to this Trust, and shall accept all assets
transferred to this Trust pursuant to the provisions of any other Trust document or documents.
2. In addition, any person or persons may designate this Trust as the Beneficiary, Primary or
Contingent, of any death benefits to include insurance benefits, pension benefits, or other
benefits. Until such benefits mature, the Trustee shall have no responsibility with respect to those
benefits.
Section 1.05 - Apportionment
The Trustee of the Trust is directed to apportion receipts and expenditures of the types described below
between principal and income as follows:
1. Whenever the principal, or any part thereof, of the Trust property is invested in securities
purchased at a premium or at a discount, any premium will be charged against principal and any
discount will be credited to principal;
REVOCABLE LIVING TRUST AGREEMENT
Page 2
2. Any stock dividends and rights to purchase additional stock issued on securities held in trust will
be treated as principal. All other dividends, except liquidating distributions, will be treated as
income; and
3. The amount of any applicable depletion allowance for federal income tax purposes will be treated
as mcome.
Section 1.06 - Discretionary Termination
The Trustee may terminate any Trust when, in the opinion of the Trustee, the principal is reduced to such
an extent that it is not in the best interest of the Beneficiary or Beneficiaries to continue the Trust. The
judgment of the Trustee with respect to this decision to terminate will be final and not subject to judicial
review. If the Trustee terminates a Trust according to this Section, the date the Trust terminates will be
deemed the date fixed for termination of the Trust, and the Trustee will distribute the assets of the
terminating Trust to the Beneficiary or Beneficiaries pursuant to this Agreement.
Section 1.07 - Amendment and Revocation
At any time during the life of the Settlor, the Settlor may, by a duly executed instrument filed with the
Trustee:
1. Amend this Trust Agreement in any manner; and/or
2. Revoke this Trust Agreement in part or in whole. If the Trust Agreement is revoked in whole, the
Trustee shall transfer title to all Trust property of every kind and description back into the
individual name of the Settlor. The instrument of amendment or revocation shall be effective
immediately upon its proper execution by the Settlor, but until a copy has been received by a
Trustee, that Trustee shall not incur any liability or responsibility either (i) for failing to act in
accordance with such instrument or (ii) for acting in accordance with the provisions of this Trust
Agreement without regard to such instrument.
3. Withdraw from the Trust Estate all or any part of the principal and accumulated income of the
Trust to satisfy liabilities lawfully incurred in the administration of this Trust.
Section 1.08 - Revocation or Alteration by Settlor Alone
The rights of revocation, withdrawal, alteration, and amendment reserved in this Article may only be
exercised by the Settlor and may not be exercised by any other person, including an agent, a guardian, or
a conservator.
Section 1.09 - Irrevocability
Except as otherwise provided, on the death of Settlor, the designation of Beneficiaries of specific gifts in
this Trust shall become irrevocable and not subject to amendment or modification.
Section 1.10 - Settlor Powers
The Settlor shall be the Trustee unless and until he or she resigns in writing or is determined incompetent
under the terms provided herein. The Settlor shall retain all absolute rights to discharge or replace any
Successor Trustee so long as the Settlor is competent.
REVOCABLE LIVING TRUST AGREEMENT
Page 3
ARTICLE TWO
Trust Administration
Section 2.01 - Trust Income
During the life of the Settlor, the Trustee shall at least annually, unless otherwise directed by Settlor in
writing, pay to or apply for the benefit of Settlor, all of the net income from the Trust Estate.
Section 2.02 - Protection of Settlor in Event of Incapacity
During the life of the Settlor, should Settlor become incapacitated as defined in Section 2.03 below, the
Trustee may, in the Trustee's absolute discretion, pay income and principal for the benefit of the
incapacitated Settlor, and may pay to or apply for the benefit of that Settlor such sums from the net
income and from the principal of the Estate of the Trustee, in the Trustee's absolute discretion, believes is
necessary or advisable for the medical care, comfortable maintenance, and welfare of the Settlor.
Section 2.03 - Incapacity
In the event that any Trustee or any Beneficiary hereunder comes into possession of any of the following:
1. A jurisdictionally applicable court order holding the party to be legally incapacitated to act on his
or her behalf and appointing a guardian or conservator to act for him or her; or
2. Written certificates which are duly executed, witnessed, and acknowledged of two licensed
physicians, each certifying that the physician has examined the person and has concluded that, by
reason of accident, mental deterioration, or other cause, such person has become incapacitated
and can no longer act rationally and prudently in his or her own financial best interest; or
3. Evidence which such Trustee or Beneficiary deems to be credible and currently applicable that a
person has disappeared, is unaccountably absent, or is being detained under duress, and that he or
she is unable to effectively and prudently look after his or her own best interests, then in that
event and under those circumstances:
a. Such person is deemed to have become incapacitated, as that term is used in this Trust
agreement; and
b. Such incapacity is deemed to continue until such court order, certificates, and / or
circumstances are inapplicable or have been revoked.
A physician's certificate to the effect that the person is no longer incapacitated shall revoke a certificate
declaring the person incapacitated. The certificate which revokes the earlier certificate may be executed
by either the original certifying physician or by two other licensed, board certified physicians. No Trustee
shall be under any duty to institute any inquiry into a person's possible incapacity. The reasonable
expense of any such inquiry shall be paid from the Trust Assets.
Section 2.04 - Principal Invasion
During the life of the Settlor, should the net income of assets contained in this Trust at the time of the
Settlor's death be insufficient to provide for the care, maintenance, or support of the Settlor as herein
defined, the Trustee may, in the Trustee's sole and absolute discretion, pay to or apply for the benefit of
the Settlor or any of their dependents, such amounts from the principal of the Trust Estate as the Trustee
deems necessary or advisable for the care, maintenance, or support ofthe Settlor.
REVOCABLE LIVING TRUST AGREEMENT
Page 4
Section 2.05 - Residence
If the Settlor's residence property is a part of the Trust, the Settlor shall have possession of and full
management of the residence and shall have the right to occupy it free of rent. Any expenses arising from
the maintenance of the property and from all taxes, liens, assessments, and insurance premiums, are to be
paid from the Trust to the extent that assets are available for payment. It is the intent of the Grantor to
retain all homestead rights available to him or her under the applicable state law.
ARTICLE THREE
AdministrationIDistributioll of Trust
Section 3.01 - Death
On the death of the Settlor, the Trustee shall distribute the principal of the Trust and any accrued or
undistributed income from the principal of the Trust in such a manner and to such persons, including the
Estate of the Creditors, as directed in this Trust Agreement.
Section 3.02 - Payment of Death Expenses
On the death of the Settlor, the Trustee shall pay from the Trust Estate constituting the Settlor's last
illness, funeral, burial and any inheritance, estate, or death taxes that may be due by reason of the Settlor's
death, unless the Trustee in his or her, absolute discretion determines that other adequate provisions have
been made for the payment of such expenses and taxes.
Section 3.03 - Trust Income and Principal Distribution
1. The Trustee shall apply and distribute the net income and principal of each of the shares of the
resulting Trust Estate, after giving effect to the section of this Trust Agreement entitled "Special
Directives" to the following Beneficiaries in the indicated fractional shares:
Miriam L. Brown
Howard R. Brown
1/2
1/2
2. If any of the above Beneficiaries, or any other Beneficiary, is under the age of 21 years when the
distribution is to be made, the Trustee shall have authority to distribute the same, in whole or in
part, to a custodian for the minor appointed under a Uniform Gifts or Transfers to Minors Act, or
the Trustee may retain any such property and administer and distribute the same for the benefit of
the minor, paying to or for the benefit of such minor so much of the income and principal of the
retained property from time to time as the Trustee deems advisable for the health, education,
support, and maintenance of the minor. When the person for whom the property is held attains
the age of 21 years, the property shall thereupon be distributed to him or her free of trust unless
otherwise stated in this Agreement. If the minor should die before attaining the age of majority,
the property shall then be paid and distributed to the estate of the minot.
3. If all of the Settlor's Beneficiaries and their children should fail to survive the final distribution of
the Trust Estate, all of the Trust Estate not disposed of as hereinabove provided shall be
distributed as provided for in this Trust Agreement.
REVOCABLE LIVING TRUST AGREEMENT
Page 5
Section 3.04 - Principle of Representation
If a Beneficiary of the Settlor should fail to survive to collect his or her share, that share shall pass to the
surviving issue of that deceased Beneficiary per stirpes and with right of representation.
ARTICLE FOUR
Trustee Powers & Provisions
Section 4.01 - Non-Income Producing Property
During the life of the Settlor, the Trustee is authorized to retain in the Trust, for so long as the Trustee
may deem advisable, any property received by the Trustee from the Settlor, whether or not such property
is ofthe character permitted by law for the investment of Trust funds.
Section 4.02 - Trustee Powers
The Trustee shall have all powers conferred upon a Trustee by law for the orderly administration of the
Trust Estate. If any property is distributed outright under the provision of this Trust Agreement to a
person who is a minor, distribution may be made under the Pennsylvania Uniform Transfer to Minors Act
("P AUTMA"). The Trustee is further authorized to sign, deliver, and/or receive any documents necessary
to carry out the powers contained within this Section.
The Trustee of any trust created under this Trust Agreement (including any substitute or successor
Trustee) will have and be subject to all of the powers, duties, and responsibilities granted or imposed by
the Pennsylvania Consolidated Statutes (20 Pa. C.S. Section 101 et seq.) as such Statute may provide at
the time of administration of the Trust, except to the extent that the same are inconsistent with the
provisions of this Agreement.
Section 4.03 - Specific Powers of Trustee
In addition, the Trustee will have the following specific powers:
1. Trust Estate: The Trustee may leave invested any property coming into its hands hereunder in
any form of investment even though the investment may not be of the character of investments
permitted by law to trustees, without liability for loss or depreciation in value. The Trustee may
sell, mortgage, exchange, or otherwise dispose of and reinvest property which may at any time be
a part of the Trust Estate upon such terms and conditions as the Trustee may deem advisable.
The Trustee may invest and reinvest the Trust Assets from time to time in any property, real,
personal, or mixed, including without limitation, securities of domestic and foreign corporations
and investment trusts or companies, bonds, debentures, preferred stocks, common stocks,
mortgages, mortgage participation, and interests in common trust funds, all with complete
discretion to convert realty into personalty or personalty into realty or otherwise change the
character of the Trust Estate, even though such investment (by reason of its character, amount,
proportion to the total Trust Estate, or otherwise) would not be considered appropriate for a
fiduciary apart from this provision and even though such investment caused part or all of the total
Trust Estate to be invested in investments of one type or of one business or company.
2. Holding Property: The Trustee may hold property in the Trustee's name, as trustee, or in the
name of a nominee without disclosing the Trust.
REVOCABLE LIVING TRUST AGREEMENT
Page 6
3. Release of Power: If the Trustee deems it to be in the best interest of the Trust and its
Beneficiaries, the Trustee, by written instrument signed by such Trustee, will have the power and
authority to release, disclaim, or restrict the scope of any power or discretion granted in this Trust
Agreement or implied by law.
4. Agents, Employees: The Trustee may employ one or more agents to perform any act of
administration, whether or not discretionary, including attorneys, auditors, investment managers,
or others, as the Trustee shall deem necessary or advisable. The Trustee may compensate agents
and other employees and may delegate to them any and all discretions and powers.
5. Leases: The Trustee may lease any Trust Assets generally or for oil, gas, and mineral
development, even though the lease term may extend beyond the term of the Trust of which the
property is a part. The Trustee may enter into any covenants and agreements relating to the
property so leased or concerning any improvements which may then or thereafter be erected on
such property.
6. Common Funds: The Trustee may hold any of the Trust Assets in a common fund with property
from other trust estates and may make investments jointly with any other trust, the property of
which is included in the common fund.
7. Securities: With respect to securities held in the Trust Estate, the Trustee may exercise all the
rights, powers, and privileges of an owner, including but not limited to, the power to vote, give
proxies, and to pay assessments and other sums deemed by the Trustee necessary for the
protection of the Trust Estate. In addition, the Trustee may participate in voting trusts,
foreclosures, reorganizations, consolidations, mergers, and liquidations, and in connection
therewith, to deposit securities with and transfer title to any protective or other committee under
such terms as the Trustee may deem advisable. In addition, the Trustee may exercise or sell stock
subscription or conversion rights and may accept and retain as an investment any securities or
other property received through the exercise of any of the foregoing powers, regardless of any
limitations elsewhere in this instrument relative to investments by the Trustee.
8. Purchases from Estate: The Trustee may purchase property of any kind from the Executor or
Administrator of the Estates.
9. Lending: The Trustee may make loans, secured or unsecured, to the Executor or Administrator
of the Estate, to any Beneficiary of the Trust, or to the Trustee. Further, the Trustee may use
Trust Assets to guarantee obligations of any income Beneficiary of the Trust (unless such
Beneficiary is serving as Trustee).
10. Distributions to or for Beneficiaries: The Trustee may make any distribution contemplated by
this Trust Agreement (1) to the Beneficiary; (2) if the Beneficiary is under a legal disability or if
the Trustee determines that the Beneficiary is unable to properly manage his or her affairs, to a
person furnishing support, maintenance, or education for the Beneficiary or with whom the
Beneficiary is residing for expenditures on the Beneficiary's behalf; or (3) if the Beneficiary is a
minor, to a trustee of an existing trust established exclusively for the benefit of such minor,
whether created by this Trust Agreement or otherwise, or to a custodian for the Beneficiary, as
selected by the Trustee, under the Pennsylvania Uniform Transfer to Minors Act. Alternatively,
the Trustee may apply all or a part of the distribution for the Beneficiary's benefit. Any
distribution under this paragraph will be a full discharge of the Trustee with respect thereto. On
any partial or final distribution of the Trust Assets, the Trustee may apportion and allocate the
assets of the Trust Estate in cash or in kind, or partly in cash and partly in kind, or in undivided
interests in the manner deemed advisable at the discretion of the Trustee and to sell any property
REVOCABLE LIVING TRUST AGREEMENT
Page 7
deemed necessary by the Trustee to make the distribution. The Trustee may distribute gifts of up
to the maximum allowable per year per donee out of principal and/or interest.
11. Insurance: The Trustee may purchase new life insurance, pay the premiums on existing life
insurance on the life of any Trust Beneficiary, purchase annuities (either commercial or private)
from any corporation, trust, or individual, and may procure and pay the premiums on other
insurance of the kinds, forms, and amounts deemed advisable by the Trustee to protect the
Trustee and the Trust Estate.
12. Borrowing: The Trustee may borrow money from.the Trust Estate and others. To secure the
repayment thereof, the Trustee may mortgage, pledge, or otherwise encumber part or all of the
Trust Assets, and in connection with the acquisition of any property, the Trustee may assume a
liability or may acquire property subject to a liability.
13. Repairs: The Trustee may make ordinary and extraordinary repairs and alterations to buildings
or other Trust Assets.
14. Reserves: The Trustee may establish such reserves out of income for taxes, assessments, repair,
and maintenance as the Trustee considers appropriate.
15. Continuation of Business: The Trustee may continue any business or businesses in which the
Trust has an interest at the time of the Settlor's death for so long as the Trustee may, in its sole
discretion, consider necessary or desirable, whether or not the business is conducted by the Settlor
at the time of his/her death individually, as a partnership, or as a corporation wholly owned or
controlled by him, with full authority to sell, settle, and discontinue any of them when and upon
such terms and conditions as the Trustee may, in its sole discretion, consider necessary or
desirable.
16. Retain Property for Personal Use: The Trustee may retain a residence or other property for the
personal use of a Beneficiary and to allow a Beneficiary to use or occupy the retained property
free of rent and maintenance expenses.
17. Dealings with Third Parties: The Trustee may deal with any person or entity regardless of
relationship or identity of any Trustee to or with that person or entity. The Trustee may hold or
invest any part of or all of the Trust Estate in common or undivided interests with that person or
entity.
18. Partitions, Divisions, Distributions: The Trustee will have the power to make all partitions,
divisions, and distributions contemplated by this Trust Agreement. Any partitions, divisions, or
other distributions may be made in cash, in kind, or partly in cash and partly in kind, in any
manner that the Trustee deems appropriate (including composing shares differently). The Trustee
may determine the value of any property, which valuation will be binding on all Beneficiaries.
No adjustments are required to compensate for any partitions, divisions, or distributions having
unequal consequences to the Beneficiaries.
19. Claims, Controversies: The Trustee may maintain and defend any claim or controversy by or
against the Trust without the joinder or consent of any Beneficiary. The Trustee may commence
or defend at the expense of the Trust any litigation with respect to the Trust or any property of the
Trust Estate as the Trustee may deem advisable. The Trustee may employ, for reasonable
compensation, such counsel as the Trustee shall deem advisable for that purpose.
REVOCABLE LIVING TRUST AGREEMENT
Page 8
20. Merger of Trusts: If at any time the Trustee of any trust created hereunder shall also be acting as
trustee of any other trust created by trust instrument or by trust declaration for the benefit of the
same beneficiary or beneficiaries and upon substantially the same terms and conditions, the
Trustee is authorized and empowered, if in the Trustee's discretion such action is in the best
interest of the Beneficiary or Beneficiaries, to transfer and merge all of the assets then held under
such trust created pursuant to this Trust Agreement to and with such other trust and thereupon to
terminate the trust created pursuant to this Trust Agreement. The Trustee is further authorized to
accept the assets of any other trust which may be transferred to any trust created hereunder and to
administer and distribute such assets and properties so transferred in accordance with the
provisions of this Agreement.
'"
21. Termination of Small Trust: Any corporate Trustee which is serving as the sole Trustee of any
Trust or any Share thereof may at any time terminate such Trust or Share if, in the Trustee's sole
judgment, the continued management of suchJrust or Share is no longer economical because of
the small size of such Trust or Share and if such action will be-deemed tobe in the""besfinterests
of the Beneficiary or Beneficiaries. In case of such termination, the Trustee will distribute
forthwith the share of the Trust Estate so terminated to the income Beneficiary, per stirpes. Upon
such distribution, such Trust or Share will terminate and the Trustee will not be liable or
responsible to any person or persons whomsoever for its action. The Trustee will not be liable for
failing or refusing at any time to terminate any Trust or a Share thereof as authorized by this
paragraph.
22. Power to Determine Income and Principal: Dividends payable in stock of the issuing
corporation, stock splits, and capital gains will be treated as principal. Except as herein otherwise
specifically provided, the Trustee will have full power and authority to determine the manner in
which expenses are to be borne and in which receipts are to be credited as between principal and
income. The Trustee has the power to determine what will constitute principal or income and
may withhold from income such reserves for depreciation or depletion as the Trustee may deem
fair and equitable. In determining such matters, the Trustee may give consideration to the
provisions of the Pennsylvania Statutes (or its successor statutes) relating to such matters, but it
will not be bound by such provisions.
23. Generation-Skipping Taxes and Payment: If the Trustee considers any distribution or
termination of an interest or power hereunder as a distribution or termination subject to a
generation-skipping tax, the Trustee is authorized:
a. To augment any taxable distribution by an amount which the Trustee estimates to be
sufficient to pay such tax and charge the same to the particular trust to which the tax
related without adjustment of the relative interests of the Beneficiaries;
b. To pay such tax, in the case of a taxable termination, from the particular trust to which
the tax relates without adjustment of the relative interests of the Beneficiaries. If such tax
is imposed in part by reason of the Trust Assets, the Trustee will pay only the portion of
such tax attributable to the taxable termination hereunder taking into consideration
deductions, exemptions, credits, and other factors which the Trustee deems advisable;
and
c. To postpone final termination of any particular trust and to withhold any portion or all of
the Trust Estate until the Trustee is satisfied that the Trustee no longer has any liability to
pay any generation-skipping tax with reference to such trust or its tem>>nation.
REVOCABLE LIVING TRUST AGREEMENT
Page 9
Section 4.04 - Special Provision for S Corporation Stock
Notwithstanding what is otherwise provided in this Trust Agreement, if at any time the Trust contains any
stock of a corporation which elects or has elected treatment as an "s Corporation" as defined by Section
1361(a)(I) of the Internal Revenue Code (or any corresponding successor statute), such stock will be
segregated from the other assets of such and treated as a separate trust. The Trustee will further divide the
separate trust into shares for each Beneficiary and such shares will be distributed outright or held in trust
as herein provided. In addition, all other provisions of this Trust Agreement will apply to each share held
in trust (and constituting a separate trust) except that the Trustee will distribute all of the income from
each separate trust to its Beneficiary in convenient installments at least annually. It is the Settlor's intent
that each separate trust will be recognized as a "Qualified Subchapter S Trust" ("QSST") under Section
1361 (d)(2) of the Internal Revenue Code (or any corresponding successor statute). Notwithstanding any
provisions of this Trust Agreement to the contrary, the Trustee's powers and discretions with respect to
the administration of each separate trust (including methods of accounting, bookkeeping, making
distributions, and characterizing receipts and expenses) will not be exercised or exercisable except in a
manner consistent with allowing each separate trust to be treated as a QSST as above described.
ARTICLE FIVE
Trustee Powers with a Probate Estate
Section 5.01- Coordination with Settlor's Probate Estate
1. At any time during the continuance of this Trust, including subsequent to the death of Settlor, the
Trustees may, in their sole and uncontrolled discretion, distribute to the deceased Settlor's
Probate Estate cash and/or other property as a Beneficiary of the Trust.
2. All other provisions to the contrary notwithstanding, under no circumstances shall any restricted
proceeds, as hereinafter defined, be either directly or indirectly: (i) distributed to or for the benefit
of the Settlor's Executors or the Settlor's Probate Estate; or (ii) used to pay any other obligations
of the Settlor's Estate. The term "Restricted Proceeds" means:
a. All qualified plans, individual retirement accounts, or similar benefits which are received
or receivable by any Trustee hereunder, and which are paid solely to a Beneficiary other
than the Executor ofthe Settlor's Gross Estate for Federal Estate Tax purposes; and
b. All proceeds of insurance on the Settlor's life which, ifpaid to a Beneficiary other than
the Settlor's Estate, would be exempt from inheritance or similar death taxes under
applicable state death laws.
Section 5.02 - Direction to Minimize Taxes
In the administration of the Trust hereunder, its Fiduciaries shall exercise all available tax related
elections, options, and choices in such a manner as they, in their sole but reasonable judgment (where
appropriate, receiving advice of tax counsel), believe will achieve the overall minimum in total combined
present and reasonably anticipated future administrative expenses and taxes of all kinds. This applies not
only to said Trust, but also to its Beneficiaries, to the other Trusts hereunder and their Beneficiaries, and
to the Settlor's Probate Estate.
Without limitation on the generality of the foregoing direction (which shall to that extent supercede the
usual fiduciary duty of impartiality), such Fiduciaries shall not be accountable to any person interested in
this Trust or to Settlor's Estate for the manner in which they shall carry out this direction to minimize
REVOCABLE LIVING TRUST AGREEMENT
Page 10
overall taxes and expenses (including any decision they may make not to incur the expense of a detailed
analysis of alternative choices). Even though their decisions in this regard may result in increased taxes
or decreased distributions to the Trust, to the Estate, or to one or more Beneficiaries, the Fiduciaries shall
not be obligated for compensation readjustments or reimbursements which arise by reason of the manner
in which the Fiduciaries carry out this direction.
Section 5.03 - Judgment and Discretion of Trustee
In the absence of proof of bad faith, all questions of construction or interpretation of any trusts created by
this Trust Agreement will be finally and conclusively determined solely by the Trustee, according to the
Trustee's best judgment and without recourse to any court. Each determination by the Trustee is binding
on the Beneficiaries and prospective Beneficiaries hereunder, both in being and unborn, as well as all
other persons, firms, or corporations. The Trustee, when exercising any discretionary power relating to
the distribution or accumulation of principal or income or to the termination of any trust, will be
responsible only for lack of good faith in the exercise of such power. Each determination may be relied
upon to the same extent as if it were a final and binding judicial determination. In the event of a conflict
between the provisions of this Trust Agreement and those of the Pennsylvania Statutes, the provisions of
this Agreement will control.
ARTICLE SIX
Resolution of Conflict
Section 6.01 - Resolution of Conflict
Any controversy between the Trustee or Trustees and any other Trustee or Trustees, or between any other
parties to this Trust, including Beneficiaries, involving the construction or application of any of the terms,
provisions, or conditions of this Trust shall, on the written request of either or any disagreeing party
served on the other or others, shall be submitted to arbitration. The parties to such arbitration shall each
appoint one person to hear and determine the dispute and, if they are unable to agree, then the two persons
so chosen shall select a third impartial arbitrator whose decision shall be final and conclusive upon both
parties. The cost of arbitration shall be borne by the losing party or in such proportion as the arbitrator(s)
shall decide. Such arbitration shall comply with the commercial arbitration rules of the American
Arbitration Association, 140 West 51st Street, New York, NY 10200.
Section 6.02 - Incontestability
The beneficial provisions of this Trust Agreement are intended to be in lieu of any other rights, claims, or
interests of whatsoever nature, whether statutory or otherwise, except bona fide pre-death debts, which
any Beneficiary hereunder may have in Settlor's Estate or in the properties in trust hereunder.
Accordingly, if any Beneficiary hereunder asserts any claim (except a legally enforceable debt), statutory
election, or other right or interest against or in Settlor's Estate, or any properties of this Trust, other than
pursuant to the express terms hereof, or directly or indirectly contests, disputes, or calls into question,
before any court, the validity of this Trust Agreement, then:
1. Such Beneficiary shall thereby absolutely forfeit any and all beneficial interests of whatsoever
kind and nature which such Beneficiary or his or her heirs might otherwise have under this Trust
Agreement and the interests of the other Beneficiaries hereunder shall thereupon be appropriately
and proportionately increased; and
REVOCABLE LIVING TRUST AGREEMENT
Page 11
2. All of the provisions of this Trust Agreement, to the extent that they confer any benefits, powers,
or rights whatsoever upon such claiming, electing, or contesting Beneficiary, shall thereupon
become absolutely void; and
3. Such claiming, electing, or contesting Beneficiary, if then acting as a trustee hereunder, shall
automatically cease to be a Trustee and shall thereafter be ineligible either to select, remove, or
become a Trustee hereunder.
Section 6.03 - Trust Contests and Specific Omissions
If any beneficiary under this trust, singly or in conjunction with any other person or persons, directly or
indirectly:
1. contests in any court the validity of this trust or, in any manner, attacks or seeks to impair or
invalidate any of its provisions;
2. contests in any court the validity of the Settlor's Trust or, in any manner, attacks or seeks to
impair or invalidate any of its provisions;
3. seeks to obtain an adjudication in any proceeding in any court that this trust or any of its
provisions or that Settlor's Trust or any of its provisions is void;
4. claims entitlement by way of any written or oral contract to any portion of the Settlor's estate,
whether in probate or under this instrument;
5. unsuccessfully challenges the appointment of any person named as Trustee or successor Trustee
of this Trust,
6. objects in any manner to any action taken or proposed to be taken in good faith by the Trustee
Settlor's Trust;
7. objects to any construction or interpretation of this Trust, or any provision of it, that is adopted or
is proposed in good faith by the Trustee;
8. unsuccessfully seeks the removal of any person acting as Trustee of any Trust created under this
instrument;
9. files any creditor's claim in Settlor's estate (without regard to its validity), whether the claim arose
before or after the date of this instrument, but excepting claims for cash advanced or paid for
expenses of the Settlor's last illness or funeral paid by said claimant;
10. attacks or seeks to invalidate any designation of beneficiaries for any life insurance policy on
Settlor's life;
11. attacks or seeks to invalidate any designation of beneficiaries for any pension or IRA or other
form of qualified or non-qualified asset or deferred compensation account, agreement or
arrangement;
12. attacks or seeks to invalidate any trust which Settlor has created or may create during Settlor's
lifetime, or any provision thereof, as well as any gift which Settlor has made or will made during
Settlor's lifetime, whether before or after the date of this instrument;
13. attacks or seeks to invalidate any transaction by which Settlor sold any assets (whether to a
relative of Settlor's or otherwise); or
14. refuses a request of Settlor's Trustee, Executor or other fiduciary to assist in the defense against
any of the foregoing acts or proceedings,
then that person's right to take any interest given to him or her by this trust shall be determined as it would
have been determined if the person had predeceased the execution of this trust instrument without issue
survIvmg.
REVOCABLE LIVING TRUST AGREEMENT
Page 12
The provisions of the foregoing paragraph shall not apply to any disclaimer by any person of any benefit
under this trust or under the Settlor's Trust. In the event that any provision of this Article is held to be
invalid, void or illegal, the same shall be deemed severable from the remainder of the provisions of this
Article and shall in no way affect, impair or invalidate any other provision in this Article; and if such
provision shall be deemed invalid due to its scope or breadth, such provision shall be deemed to exist to
the extent of the scope or breadth permitted by law.
Section 6.04 - Benefits Confidential
The Settlor further declare that it is his/her desire and intent that the provisions of this Trust Agreement
are to remain confidential as to all parties. The Settlor directs that only the information concerning the
benefits paid to any particular Beneficiary shall be revealed to such individual and that no individual shall
have a right to information concerning the benefits being paid to any other Beneficiary.
ARTICLE SEVEN
General Provisions
Section 7.01 - Distribution in Kind or in Cash
On any division of the assets of the Trust Estate in to shares or partial shares, and on any final or partial
distribution of the assets of the Trust Estate, the Trustee, at his or her absolute discretion, may divide and
distribute undivided interests of such assets on a pro rata or non-pro rata basis, or may sell any part of or
all of such assets and may make divisions or distributions in cash or partly in cash and partly in kind. The
decision of the Trustee, either prior to or on any division or distribution of such assets, as to what
constitutes a proper division of such assets of the Trust Estate, shall be binding on all persons interested in
any trust provided for in this Trust Agreement.
Section 7.02 - Spendthrift Provision
Neither the principal nor the income of the trust shall be liable for the debts of a Beneficiary. Except as
otherwise expressly provided in this Agreement, no Beneficiary of any trust shall have any right, power,
or authority to alienate, encumber, or hypothecate his or her interest in the principal or income of this
Trust in any manner, nor shall the interests of any Beneficiary be subject to the claims of his or her
creditors or liable to attachment, execution, or other process of law. The limitations herein shall not
restrict the exercise of any power of appointment or the right to disclaim.
Section 7.03 - Definition of Children
The terms "Child" and "Children" as used in this Agreement mean the lawful issue of a Settlor. This
definition also includes children legally adopted by a Settlor.
Section 7.04 - Handicapped Beneficiaries
Any Beneficiary who is determined by a court of competent jurisdiction to be incompetent shall not have
any discretionary rights of a Beneficiary with respect to this Trust, or to their share or portion thereof.
The Trustee shall hold and maintain such incompetent Beneficiary's share of the Trust estate and shall, in
the Trustee's sole discretion, provide for such Beneficiary as that Trustee would provide for a minor.
Notwithstanding the foregoing, any Beneficiary who is diagnosed for the purposes of governmental
benefits (as hereinafter delineated) as being not competent or as being disabled, and who shall be entitled
to governmental support and benefits by reason of such incompetency or disability, shall cease to be a
Beneficiary of this Trust. Likewise, they shall cease to be a Beneficiary if any share or portion of the
REVOCABLE LIVING TRUST AGREEMENT
Page 13
principal or income of the Trust shall become subject to the claims of any governmental agency for costs
or benefits, fees, or charges.
The portion of the Trust Estate which, absent the provisions of this section, would have been the share of
such incompetent or handicapped person shall be retained in trust for as long as that individual lives. The
Trustee, at his or her sole discretion, shall utilize such funds for the maintenance of that individual. If
such individual recovers from his or her incompetency or disability and is no longer eligible for aid from
any governmental agency, including costs or benefits, fees, or charges, such individual shall be reinstated
as a Beneficiary after 60 days from such recovery and the allocation and distribution provisions as stated
herein shall apply to that portion of the Trust Estate which is held by the Trustee subject to the foregoing
provisions of this section. If said handicapped Beneficiary is no longer living and shall leave children
then living, the deceased child's share shall pass to those children per stirpes. If there are no children, the
share shall be allocated proportionately among the remaining Beneficiaries.
ARTICLE EIGHT
Successor Trustee Appointments
Section 8.01 - Trustees
All Trustees are to serve without bond. The following will act as Trustees of any Trusts created by this
Trust Agreement, in the following order of succession:
First:
The undersigned, Raymond L. Schaffer
Second:
At the death or incapacity of Raymond L. Schaffer, Miriam L. Brown shall
serve as First Successor Trustee.
Third:
Howard R. Brown shall serve as Second Successor Trustee.
Last:
A Trustee chosen by the majority of Beneficiaries, with a parent or legal guardian
voting for minor Beneficiaries; provided, however, that the children of any
deceased Beneficiary shall collectively have only one vote.
Section 8.02 - Allocation and Distribution of The Trust Assets
The Trustees shall allocate, hold, administer, and distribute the Trust Assets as hereinafter provided:
1. Upon the death of the Settlor, the Trustee shall make any separate distributions the Trust Assets
in the manner hereinafter prescribed.
Section 8.03 - Personal Property Distribution
Notwithstanding any provision of this Trust Agreement to the contrary, the Trustee must abide by any
memorandum by the Settlor, particularly that contained in the section entitled "Special Directives"
incorporated into this Trust Instrument, directing the disposition of Trust Assets of every kind including,
but not limited to, furniture, appliances, furnishings, pictures, china, silverware, glass, books, jewelry,
wearing apparel, and all policies of fire, burglary, property damage, and other insurance on or in
connection with the use of property. Otherwise, any personal and household effects of the Settlor shall be
distributed with the remaining assets of the Trust Estate.
REVOCABLE LIVING TRUST AGREEMENT
Page 14
Section 8.04 - Liability of Trustee
The Trustee will not be responsible or liable for any loss which may occur by reason of depreciation in
value of the properties at any time belonging to the Trust Estate nor for any other loss which may occur,
except that the Trustee will be liable for each Trustee's own negligence, neglect, default, or willful wrong.
The Trustee will not be liable or responsible for the acts, omissions, or defaults of any agent or other
person to whom duties may be properly delegated hereunder (except officers or regular employees of the
Trustee) if such agent or person was appointed with due care. The Trustee may receive reimbursement
from the Trust Estate for any liability, whether in contract or in tort, incurred in the administration of the
Trust Estate in accordance with the provisions hereof, and the Trustee may contract in such form that such
Trustee will be exempt from such personal liability and that such liability will be limited to the Trust
Assets.
Section 8.05 - Successor Trustees
Any Successor Trustee shall have all the power, rights, discretion, and obligations conferred on a Trustee
by this Trust Agreement. All rights, titles, and interest in the property of the Trust shall immediately vest
in the successor Trustee at the time of appointment. The prior Trustee shall, without warranty, transfer to
the Successor Trustee the existing Trust property. No Successor Trustee shall be under any duty to
examine, verify, question, or audit the books, records, accounts, or transaction of any preceding Trustee;
and no Successor Trustee shall be liable for any loss or expense from or occasioned by anything done or
neglected to be done by any predecessor Trustee. A Successor Trustee shall be liable only for his or her
own acts and defaults.
ARTICLE NINE
Rule Against Perpetuities
Section 9.01 - Perpetuities Savings Clause
Notwithstanding any other provision of this instrument, the Trusts created hereunder shall terminate not
later than twenty-one (21) years after the death of the last survivor of the Settlor and any other
Beneficiary or Beneficiaries named or defined in this Trust living on the date of the death of the Settlor.
The Trustee shall distribute remaining Trust principal and all accrued or undistributed net income
hereunder to the Beneficiary or Beneficiaries. Ifthere is more than one Beneficiary, the distribution shall
be in the proportion in which they are Beneficiaries; if no proportion is designated, then the distribution
shall be in equal shares to such Beneficiaries.
ARTICLE TEN
General Provisions
Section 10.01- Governing Law
It is not intended that the laws of only one particular state shall necessarily govern all questions pertaining
to all of the Trust hereunder.
1. The validity of the Trust hereunder, as well as the validity of the particular provisions of that
Trust, shall be governed by the laws of the state which has sufficient connection with the Trust to
support such validity.
REVOCABLE LIVING TRUST AGREEMENT
Page 15
2. The meaning and effect of the terms of this Trust Agreement shall be governed by the laws ofthe
Commonwealth of Pennsylvania.
3. The administration of this Trust shall be governed by the laws of the state in which the principle
office of the Trustee then having custody of the Trust's principal assets and records is located.
The foregoing shall apply even though the situs of some Trust Assets or the home of the Settlor, a
Trustee, or a Beneficiary may at some time or times be elsewhere.
Section 10.02 - Invalidity of Any Provision
If a court finds that any provision of this Trust Agreement is void, invalid, or unenforceable, the
remaining provisions of this Agreement will continue to be fully effective.
Section 10.03 - Headings
The use of headings in connection with the various articles and sections of this Trust Agreement is solely
for convenience and the headings are to be given no meaning or significance whatsoever in construing the
terms and provisions of this Agreement.
Section 10.04 - Internal Revenue Code Terminology
As used herein, the words "Gross Estate," "Adjusted Gross Estate," "Taxable Estate," "Unified Credit,"
"State Death Tax Credit," "Maximum Marital Deduction," "Marital Deduction," and any other word or
words which from the context in which it or they are used refer to the Internal Revenue Code shall be
assigned the same meaning as such words have for the purposes of applying the Internal Revenue Code to
a deceased Settlor's Estate. Reference to sections of the Internal Revenue Code and to the Internal
Revenue Code shall refer to the Internal Revenue Code amended to the date of such Settlor's death.
REVOCABLE LIVING TRUST AGREEMENT
Page 16
SPECIAL DIRECTIVES
OF
RAYMOND L. SCHAFFER
I, RAYMOND L. SCHAFFER, a resident of the County of CUMBERLAND, Commonwealth of
Pennsylvania, being of lawful age, and of sound and disposing mind and memory, and not acting under
duress, fraud, or undue influence, hereby make, publish and declare this to be my Special Directive, and I
incorporate THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT.
FIRST
The natural objects of my affection are:
My Child -
Diane Farrel
My Sister -
Miriam L. Brown
SECOND
I direct that all estate and inheritance taxes payable as a result of my death, not limited to taxes
assessed on property, shall be paid out of the residue of my Estate, and shall not be deducted or collected
from any League, Devisee, or Beneficiary hereunder.
TIDRD
In the event either of my named Beneficiaries should predecease me, all of the Trust Estate shall
be distributed to the remaining primary Beneficiary.
FOURTH
In the event all of my named Beneficiaries predecease me, all of the Trust Estate shall be
distributed to my heirs at law.
FIFTH
I direct that all outstanding debts and/or loans owed by any Beneficiary shall be forgiven and
deemed as having not existed.
SIXTH
I direct that the UNITED METHODIST CHURCH (New Kingston, Pennsylvania) shall receive
the sum of $5,000.00.
REVOCABLE LIVING TRUST AGREEMENT
Page 17
SEVENTH
I direct that ST. STEPHEN LUTHERAN CHURCH (New Kingston, Pennsylvania) shall receive
the sum of $5,000.00.
EIGHTH
I direct that the SALVATION ARMY (Carlisle, Pennsylvania) shall receIve the sum of
$5,000.00.
NINTH
I direct that MARY DORMAN, GEORGE A. WENRICK and WENDA L. RITTER shall each
receive the sum of $5,000.00.
TENTH
I direct that DIANE FARREL shall be specifically excluded from receiving any portion of this
Trust Estate.
ELEVENTH
I direct that, before any distribution of the assets of the Trust Estate to the named Beneficiaries,
certain specific distributions, if any, shall be made from the assets as set forth on the list attached hereto
and marked "Exhibit A."
REVOCABLE LIVING TRUST AGREEMENT
Page 18
DATED to be effective this
/// .
/p day oJt/?7
J .,,(?...-,
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, .
SETTLOR:
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U"-r~' ~hi 1: ~l~/'-4l';1-
ItA Y1,5(OND L. SCHAFFER I .'
t,.-/
ACCEPTED BY TRUSTEE:
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
This instrument was acknowledged before me on the date herein set forth by RA YMOND L.
SCHAFFER as Settlor and Trustee to certify which witness my hand and seal of office.
r-j NOTARIAL SEAL
TODD B. i3ARRY, Notary Public
. Lower Southampton Twp., Bucks County
l My Commission Expires May 3, 2004
REVOCABLE LIVING TRUST AGREEMENT
Page 19
GENERAL AMENDMENT TO REVOCABLE LIVING TRUST AGREEMENT
TO: RAYMOND L. SCHAFFER, AS TRUSTEE UNDER
THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT
DATED: JULY 16, 2003
Pursuant to the right reserved to me, as Settlor under Article One of the above Trust Agreement, I
amend THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT as
follows:
I amend Article VIII Section 8.01 of the Trust Agreement and substitute therefore the following:
Section 8.01 - Trustees
All Trustees are to serve without bond. The following will act as Trustees of any Trusts created by this
Trust Agreement, in the following order of succession:
First:
The undersigned, Raymond L. Schaffer
Second:
At the death or incapacity of Raymond L. Schaffer, George A. Weinrich shall
serve as First Successor Trustee.
A Trustee chosen by the majority of Beneficiaries, with a parent or legal guardian
voting for minor Beneficiaries; provided, however, that the children of any
deceased Beneficiary shall collectively have only one vote. '
Last:
DATED this
). ,,~J
Q~~!r!: J~,-
T STEE I
~~ /i/c{~
c;:: C' "'t" i <:: f/ It?..v r, ~ f...
(Printed N e of WItness)
/}II
r day of
.J' I/~ER MY Hp-~ seal of office on this the
.
__---- . -Wetary
No~ariel Seal '"'h ',. \
Cynthia L 11.om8S, tlrJlary, (' 11,.11, \ \
Hampden -rwp., cumberi;\I\D 90~:1\! ,
My Commission EXPiP:;':'; '~Ol/. I, .<.00: I
ember. Pennsylvania Association 0: NotarieS
GENERAL AMENDMENT TO REVOCABLE LIVING TRUST AGREEMENT
TO: RAYMOND L. SCHAFFER, AS TRUSTEE UNDER
THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT
DATED: JULY 16, 2003
Pursuant to the right reserved to me, as Settlor under Article One of the above Trust Agreement, I
amend THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT as
follows:
I amend Article HI Section 3.03 Paragraph 1 of the Trust Agreement and substitute therefore
the following:
Section 3.03 - Trust Income and Principal Distribution
1. The Trustee shall apply and distribute the net income and principal of each of the shares of the
resulting Trust Estate, after giving effect to the section of this Trust Agreement entitled "Special
Directives" to the following Beneficiaries in the indicated percentile shares:
George A. Weinrich
100%
DATED this
.....,
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, .
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WITNESS
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(Printed Nafue of Witness)
GIVEN UNDER MY HAND and seal of office on this the
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d-O ~ day of
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Pu lie, Commonwealth of Pennsylvania
Notarial Seal
Cynthia L. Thomas, Notary Public
Hampden 1\vp., Cumberland County
My Commission Expires Nov. 1, 2004
Member, Pennsylvania Association of Notaries
GENERAL AMENDMENT TO REVOCABLE LIVING TRUST AGREEMENT
TO: RAYMOND L. SCHAFFER, AS TRUSTEE UNDER
THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT
DATED: JULY 16,2003
Pursuant to the right reserved to me, as Settlor under Article One of the above Trust Agreement, I amend
THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT as follows:
I amend the SPECIAL DIRECTIVES Section of the Trust Agreement to include therefore the
following:
TWELFTH
I direct that the SIXTH, SEVENTH, EIGHTH AND NINTH SPECIAL DIRECTIVES shall be deleted.
THIRTEENTH
UNITED METHODIST CHURCH (New Kingston, Pennsylvania) shall receive the sum of $ 10,000.00.
FOURTEENTH
I direct that ST. STEPHEN LUTHERAN CHURCH (New Kingston, Pennsylvania) shall receive the sum
of $10,000.00.
FIFTEENTH
I direct that the SALV ATlON ARMY (Carlisle, Pennsylvania) shall receive the sum of$10,000.00.
. SIXTEENJ.H-~/~
I dh-ect that MARY DORMAN, GEORGE A. WE~ '/'E:OA L. R1ITER ,hall eaoh reoeive the y:
sumof~~~O;~.~~,~~ ~~~d C.il{.AP[../~1:iIV)/IluRtC/PJtt!C 4Jcf.~~it~,-- ~
/'" .t/1'Vl."-I 7 ~Il / ' 'Ii/. /v~'.
/ DATED this ~ daYOf,1YWf: ~.! . ~-:J
CA a.. ei;(J~-Ij,a-,h{~_ (,..~..i ~~~, ,~-~/.:'\ ~..~.~ -
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- WITNESS.
~ ~' ,f NOT SEAL
. ~~b~-.-/ V~' T~~~ty
( nnted Name of WItness) (Printed Name ofW tne CcmrnIHIOI'! resM 3.2004
~ER ~d seal of office on this theL day of
,
.....\ \ Co. ../
._~. ,(< "
NOlar.i<l1 S~.a! Nota :JTb' c, Conm1onwealth of Pennsylvania
Cynthia L Thomas, Notary Publlc
Heinpden Twp., Cumberland County
My Commission Expir6s Nov. 1 . :.10:J4 I
mber, PennsylvaniOl M$OcialiOfl of Notari$3
GENERAL AMENDMENT TO REVOCABLE LIVING TRUST AGREEMENT
TO: RAYMOND L. SCHAFFER, AS TRUSTEE UNDER
THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT
DATED: JULY 16, 2003
Pursuant to the right reserved to me, as Settlor under Article One of the above Trust Agreement, I
amend THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT as
follows:
I amend the SPECIAL DIRECTIVES Section of the Trust Agreement to include therefore the
following:
SEVENTEENTH
I direct that wherever the name MIRIAM L. BROWN appears in this Trust Agreement, it shall be
read as MIRIAM M. BROWN.
day of,{ ~~/ ;
~!~ JJLfI~
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~~~
(Printed Name of Witness)
DATED this /
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WITNES
~
G?~r~c )1 $a /(l,le "-
(Printed ame ofWltness)
, '--1'
GIVEN UNDER MY HAND and seal of office on this the <kT-D day of
t\~)(;. \ ')S,T , ~lJ..:3.
. \., D .., i\ ~ <~
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Pu lie, Commonwealth of Pennsylvania
NowrialSeal ~
Cynthia L. Thomas, Notary Public
Hampden 1Wp., Cumbsriana Cmmty
My Commission Expires Nov. 'I. 2004 ,
Member, Pennsylvania Association of Notarlro
GENERAL AMENDMENT TO REVOCABLE LIVING TRUST AGREEMENT
TO: RAYMOND L. SCHAFFER, AS TRUSTEE UNDER
THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT
DATED: mL Y 16,2003
Pursuant to the right reserved to me, as Settlor under Article One of the above Trust Agreement, I
amend THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT as
follows:
I amend the SPECIAL DIRECTIVES Section of the Trust Agreement to include therefore the
following:
EIGHTEENTH
I direct that the FIFTEENTH SPECIAL DIRECTIVE shall be deleted.
NINETEENTH
I direct that the SALVATION ARMY (Carlisle, Pennsylvania) shall receIve the sum of
$4,000.00.
TWENTIETH
I direct that my sister. MIRIAM M. BROWN, shall receive the sum of$15,000.00.
DATED this
day of
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t:iJ(~~ (J-'//l-l-\_c,/t,e{ '^' _J c-C:~"'-f/Si' ~
SETTLOR('f'UAtv~ J. ScllJ flt-fl) ;'
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WITNESS
..-.':.(,r
. WITNESS
(Printed Name of Witness)
(Printed Name of Witness)
GIVEN UNDER MY HAND and seal of office on this the
day of
Notary Public, Commonwealth of Pennsylvania
Page 1 of 1.
_ 7'
.-' f'"
CERTIFICATE OF TRUST
THE
RAYMOND L. SCHAFFER
REVOCABLE LIVING TRUST AGREEMENT
DATED: JULY 16,2003
The undersigned hereby certifies that I created a Revocable Living Trust. This Trust is known as
THE RAYMOND L. SCHAFFER REVOCABLE LIVING TRUST AGREEMENT, dated the 16TH day
of July, 2003. RAYMOND L. SCHAFFER, Grantor, Settlor and Trustee, resides at 261 Redwood Lane,
Carlisle, County of Cumberland, Commonwealth of Pennsylvania.
IT IS AGREED BETWEEN THE PARTIES HERETO AS FOLLOWS:
Description of Trust
The party hereto desires to confirm the establishment of a Revocable Trust on this date for the benefit of
the Settlor and containing herein the following provisions:
TERMS OF THE TRUST
1. The Settlor is designated as the Trustee to serve until his death, resignation, or incompetence.
2. Upon the end of the terms of the original Trustee, George A. Weinrich is designated as First
Successor Trustee.
TRUSTEE POWERS
3. Any Trustee/Settlor has the power and authority to manage and control, buy, sell, mortgage, and
transfer the Trust property in such manner as the Trustee may deem advisable, and shall have,
enjoy and exercise all powers and rights over the concerning said property and the proceeds
thereof as fully and amply as though said Trustee were the absolute and qualified owner of same,
including the power to grant, bargain, sell and convey, encumber and hypothecate, real and
personal property, and the power to invest in corporate obligations of every kind, stocks,
preferred or common, and to buy stocks, bonds and similar investments on margin or other
leveraged accounts, except to the extent that such management would cause inc1udability of an
irrevocable trust in the Estate of a Trustee.
TRUST ADMINISTRATION
4. Following the death of Trustee, the Trust will continue or be distributed in whole or in part for the
benefit of other named Beneficiaries according to the terms of the Trust.
5. While Settlor is living and competent, except when there shall be a Corporate Trustee, Trustee
may add money to or withdraw money from any bank or savings and loan or checking account
owned by the Trust.
6. Unless otherwise indicated to a prospective transferee, the Trustee has full power to transfer
assets held in the name of the Trust. Subsequent transferees are entitled to rely upon such
transfers provided that the chain of title is not otherwise deficient.
CERTIFICATE OF TRUST
Page 1
7. The Trust Agreement also states that any bank, corporation, brokerage firm, or other entity or
individual, may conclusively presume that the Trustee has full power and authority over the Trust
Assets and such person or institution shall be held harmless and shall incur no liability by reason
of so presuming.
8. The situs of the Trust is the COMMONWEALTH OF PENNSYL VANIA.
9. Any conflict between this abstract and the Trust shall be decided in Favor of the Trust.
IN WITNESS WHEREOF, the party has hereto executed this Summary of Trust this date.
SETTLOR/TRUSTEE
(;~ L '/~/f-------
RAv OND L. SCHAFFER I
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND} ss.
On this, the ~~-day of f~.l'(~ \)ST ,~~ before me, a Notary Public, personally
appeared RAYMOND L. SCHAFFER, personally known to me to be the person whose name is
subscribed on this instrument, and acknowledged that he/she executed it for the purposes herein
expressed.
Notarial Seal
Cynthia L Thomas, Notary Public
Hampden Twp.. G:Jmnsri;:;mJ COL:nlv
My Commission f:xpira<; Ne\}. 1, 2004
I PennsylvdOia l\s$Ociation of Nolnries
CERTIFICA TE OF TRUST
Page 2
Raymond L. Schaffer
261 Redwood Lane
Carlisle, Pennsylvania 17013
George A. Weinrich
Dear George A. Weinrich:
I have executed a Revocable Living Trust Agreement and have named you to succeed me in the
capacity of Successor Trustee. Your duties as such will be to distribute the Trust property to my
Beneficiaries as designated in the Trust Agreement.
Please indicate your acceptance of this appointment by signing where indicated at the bottom of
this letter and returning the letter to me.
Sincerely,
~~/5:ete-1li''-
: OND L. CHAFFER 0 I
Trustor/Trustee
I accept appointment as Successor Trustee of THE RAYMOND L. SCHAFFER REVOCABLE
LIVING TRUST. .. . -, 4.
'/! /:
I ~1/~~
i
A. WEINRICH
.J
'6 J7-t;J/OJ
Date
, Trustee. please return this acceptance letter to the Trustor at the letterhead address. This signed letter will
be kept by Mr. Schaffer with his trust documents.
IN THE MATTER OF
THE ESTATE OF RAYMOND L. SCHAFFER
Date of Death: March 5, 2006
EXHIBIT C
Residuary Beneficiaries of the Trust
EXHIBIT "A"
RESIDUARY BENEFICIARIES OF TRUST:
Beneficiary & RelationshiD
Miriam M. Brown (Sister)
414 N. Ott Street
Allentown, PA 18104
George A. Wenrich (Friend)
4 Laurel Lane
Mechanicsburg, P A 17055
Mary Dorman (Friend)
110 Flannigan Avenue
Williamsport, PA 17701-8207
Ramona Chenoweth (Friend)
1 W. Penn Street, Apt. 107
Carlisle, PA 17013
Wenda L. Ritter (Friend)
265 Redwood Lane
Carlisle, P A 17013
St. Stephen's Lutheran Church (Charity)
30 W. Main Street
New Kingstown, PA 17072
Trinity United Methodist Church (Charity)
Attn: Rev. Joseph L. Kugle
P.O. Box 26
New Kingstown, PA 17072-0026
The Salvation Army (Charity)
125 South Hanover Street
Carlisle, PA 17013
Office of the Attorney General
Attn: Michael T. Foerster,
Deputy Attorney General
Charitable Trusts & Organizations Section
14th Floor, Strawberry Square
Harrisburg, P A 17120
Amount
$15,000.00
$10,000.00,
plus remainder after specific bequests
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$4,000.00
Parens Patriae