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HomeMy WebLinkAbout06-06-08PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Sara Jane Caum also known as ,Deceased COUNTY, PENNSYLVANIA File Number 21-- ()~ ~~i~ I Socia! Security Number 168-24-3021 Janet L. Morris and Susan L. Royal Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE A'or'B'BELOW:) X~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the named in the last Will of the Decedent, dated 04130/1999 and codicil(s) dated Slate relevant circumstances, e.g., ronunaation, death o/executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: B. Grant of Letters of Administration ap rca , en er. c..a.; ..n.c..a.; rte e; ran e a sen ra; uran a mrno a e Petitioner(s) after a proper search has/have ascertained that Decedent left no WiII and was survived by the following spouse (if any) and heirs: (If Administ-a6on, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list ofheirs.) Name Relationship Residence C7 c C o `', ~ L _ ,; (COMPLETE IN ALL CASES.) Attach additional sheets if necessary. . = `= ~ t r=i ==~ Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal re~at `_ 16 Amherst Drive, Camp Hill, Lower Allen, Cumberland, PA 17011 ~ c ^rT ~ -_ (List street address, towrut:ity, township, county, state, zip code) ~ ~ iV ~- - ..__ Decedert, then 79 years of age, died on 05/24/2008 at Hoty Spirit Hospital twV ~ f ~ _, Decedent at death owned property with estimated values as follows: G ^~, (If domiciled in PA) All personal property $ p ~~~ JQ ~ (If nat domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Persona! property in County $ Value of real estate in Pennsylvania $ ~ situated as follows: 16 Amherst Drive, Camp Hill PA 17011 Wherefore, Petitioner(s) respectfully reQuest(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: Signature Typed or printed name and residence /~~ ,.,¢ ~ ~ n Royersford, PA 19468 L. Royal 4747 Berry Road Fredonia, NY 14063 Fo~t~ ~~Rev. 10-13-2006 Copyright (c) 2006 form software ony The Lackner Group, Inc. Page 1 or 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland The Petikioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioners} and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. , Sworn to or affirmed and suh~scribed before me this lia day of Jc.~e ~~ ~ ,p D .,~~1.(~ 1.~ For the Register Janet L. Morris Susan L. Royal rv 17 ° ,--- n m ~~~~ ~ - ~m t __..~ l..(J ~~ <7C7 -r File Number: 21-- O~ ~Cj ~~ ~ _'~ C~7 --~ N Estate of Sara Jane Caum , Dece ed N A/K/A ,_~ f~' t ~r? .~i } ~, - { c~ ! ,_^, '- -r._ Social Security Nnumber: - 168-24-3021 Date of Death: 05/24/2008 AND NOW, ~'! C' CIS ~~~ ~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Janet L. Morris and Susan L. Royal in the above estate and that the instrument(s) dated 04/30/1999 described in the Petition be admitted to probate and filled of record as the last Will (and Codicil(s)) of Decedent. Letters .............~~..().:~'E~~...... $ 7~ y Short Certificate(s).........a ~....... $ y Renunciation(s)............ °"~........... $ c~,~l $ ~5 ~.~LP $ ,v ~~ ~ $ ~~ $ TOTAL .................................... $ _,~, ~~-~~ Supreme Court I.D. No.: 78658 Davis Bennett 8~ Spiess LLC address: 130 West Lancaster Avenue PO Box 191 Wayne, PA 19087-0191 Telephone: 610-688-6200 Form RW O2 Rev. 10.13-2008 Copyright (c) 2008 form software onty The Lackner Group, Inc. Pa e 2 of 2 9 Attorney Signature: ~,~~f~"`- /~ ~ /? •~ `~ Attorney Name: Carol R. Livingood Esq. I I Ui. ft05 ILf ~- 10 V!(P i LOCAL REGISTRAR'S CERTIFICATION OF DEATH ..WARNING: tt is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, X6.00 P 1441196 Certification Number 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. ~ •~ Loco Registr~ r llate lssued c cxs • + Q ° _ =v , '~=s -Q ~ r r' .. -~ -'r ,:,;j ~ tom- ~ {~:., . ; j ~- ~ r^T"I j ---y t ~'7 ~ cfi~u7 Per n 2006 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS iy PE PFINT IN ~ ~ ~ ~ - -+""' PEnMANENT CERTIFICATE OF DEATH - =~0 f - ' - su::"'NK (See instructions and examples on reverse) STATE FILE NUM ~s _~- q~zta _~ a v _ _ _ ~ ~' ~ , Hama a Decedent Frst coddle last suMal 2 Sea 7. Saml Secunry Number a. Oata oY Deam IMCnm. day SARA JANE CHUM Female 168 _ 24 _ 3021 6 Aqa Mast &nnnayl UnRi t year Under t day 6. Dale d BiM lMonm. nay. year) 7. &nnpace ICdy and dale a fo rego country) Ba. Place of Dean ICnecx only ones 79 "°'~` °a'a "°"" """'°' Sept 9 1928 pA Pittsburgh MosDaar Omer: Yrs. , , ^ Inpauem ®ER ~ Outpatient ^ DDA ^ Nursug Home ^ Reswenu ^OtfNr - Spealy. 90 County d Deann Bc. City, Bao. TWD. of DeaM ce. FaDary Name (II not uuatutwn. qve sheer arA numparl ~ 9. Was Decedent of Hisparuc Orgur? ~ No ^ Yes 10. Aaca: Amencan neon, Btaca. Ydge, elc Cumberland. East Pennsboro 'Itap ~~p 5 r~~T ! 05 i~7~ `~K~~P~ o~ ; `W ~, 7 n l ,aq, hite ,1 De,:earm s Usual Occupanon ~:Aind:f wwk a xle d x most d wa IAe. Do rot sate reaedl l2. Was Dec dent ever in me I7. Decedents Education ISDecM or'IY nynest grace canp gtedl la. Martial galas: Married. Nwer Marrred. t 5. Swvmng Spo use (If wde. give nwden namef I(nd d WU1 Nag of &+suvrss I aqusuy U.S. Armed Forces? Elementary I Secondary (0-t 21 College (7-a or 5.1 Wxlowed, Dnaced (SpecUy) Guidance Counselor Education pyea C8~ 12 6 Never Married 76 Decedaa's Maliny Address 191eet. ary town, stale. zp code) DeceneMS OM Oecedanl 16 Amherst: Drive '+~' Rea~mnce ,?a sore PA ~~ m a ,ID. (~Yaa Dxedere t;Yad n Lower Allen Twp. Cam Hi 11 PA 17011 Towrtshp? , rd. ^ Ho. Decedem trsd wean "° ~^ry CUMBERLAND p , Aaual Linos a GIy Y eao I6. FadwYS r/atne IFusl. rtucgle 4A. wllul 19. MWrrr's Marna IFuN, rtunda, nWgen swnamet Wallace Caum 20a eeorrtunrs Name (Type I Paul 2W. Inlormanl's MaWg Adaess (SDae , ody r town, stale. z9 mtlel Jan Morri:> 26 Henry Drive, Royersford, PA 19468 2ra. gettnd d Dutposngn ^ Crerreriat ^ Caution 210. Dale d Dispostam (Month, Day, year) 21 c. Place d Disposttgn )Name d cemetery• crematory or odter place) 21 d. Lomm~ ICM ~ town, state. zp Dodo) ~ R"'~aarl~msMte ~ ~ ~«« ~ ~ 05/31/2008 East Harrisbur Cemeter Har isbu PA 17109 ^ r , ^Yea^Np g y r rg, 22a. we of Fwwral &nw:e ensee to person aMg as such) ~ 22b. Lx:ense Numoer ~ 22c. Name and Anaess d Facdey - ~ O/Dl~ !-/ -~ FACKLER-WIEDEMAN FH 23rd & Derr Sts Harrisbur A 7 4 Carpets IKrrat 27a< aay when ceNlyxg 23a. io da ceu of my xnowgdge. Oudr occurred ar Vw tine. dale arM pWCe sMted. ISgnawre and uuel 230. LKense Numoer 23c. Date SgnW (Month, day, yearf plrysxwl a nd avatGON a1'an¢ a ceaM to wNy ease d aeaM. tlarrn 2a-2fi must Oe oartpletea Dy persrn 2a. Tirre d Deam / 25. Date Pragwtced Dean IManM, day, Year) 26. Was Case Reterted q MedUl Eaammer r Cororwr !a a Reason Omar Man Cramaoon a Dauoon7 arlo piagrcas dean. ~ Ig. M. / s ~ CCCJJJ ^ Ves ~No CAUSE OF DEATH ( Sn inatruetions ars0 as pHs) r Appro.unate mrervar. Pan IL Enter olMr 26. Od Totuma l1u Carttnbute q Dun? Item 27. Pan 1: Ever me rUwn d evenLS - anuses, eyunes, a conWYCatmS - Mar areNy eased Ve main. DO NOT enter tammnar events such as car artest. r Onsel to DeaM dw na ran uWq n dM unmRYeg cause 9vM rt Pan 1. ^ Vas mdaay r25pN'dgry arrest, a rentncwar harYauxl wtMaa 5tgwulg the alplogy Lrst oNy one Dose on each Lne. ; //. ' T ~ ^ ~ ^ ~~~ tYYEDIATE CAUSE ((final ~fsaase a ~ ~ / .bnallrpn resllalrg in duMl ~~ ~/~ / ~ ~ ~ r --- d ~~--kk 5C~ qtr ~c~ Fri z9 a~Faymy.: Due to la as a ~~yn~~nv~~~~~a of(: C ~ s.awnaaq 4st cortatgns d any o. Ir~1'D er ~ea'2 slY9 ~ i e/"°I Kegwa wtM Past year ^ PregNyM ar Mne d a.aM ~aMg q me wane I Sted .n one a. Due to for as a can rce d Enln dM UNDEflIYBIG CAUSE l~ ^ ~ peglan. Ea qan d2 m aka w K tSSease a miry tnar ~aLaleO :tie r BvMtt rewnug m OeaMi LAST. `. d maM Due to la as a consegYerrA dl-. ^ ~ preglure. Ow peglure U daYS q , 1'or d. Defoe maM ^ llro+gwn it pagan wNVn th past rear 30a. Was an AwopsY '.Ud Nere auropsv faiMgs 7,. Nearer d Deam 32a. Dale of Inpuy IMOnM, day, year) 720. Descroe Now Inlwy Occurred 32c. Pyce d InlurY Halve. Farm. great Facsay. Perlonndd? AvaNae Pmr to Carogwt ~aarar ^ Homctde Odice 13udang. Nc. ($peary) a case a Dean? ~e ^ yes "q ^ ,as ^ tb ^ ACCgenl ^ Pendng efv¢stgdaon 32n. lime of InYay 72e. Iryury at'NOa~ 721. It Transpdnalxm Injury ;SpeGryl kg. Laalan DI In,uy ISDeN. cdY town. stale) F' ^ Sux:ge ^ Cauq Nd h Cetenanea M [] yes ^ No ^ Drax ~ Operator ^ Passwx7er ^Pemstnan Omer ~ Speary: 33a. ~2Nner itnecrt aby crwi 73d. S ie arq le of C¢NI • Caruymg physician Pny s.c.an cen~tyxy cause of deaM when argmer pnys¢un nos pronounced death and completed Item 271 C ~A - To dN beer of my xrowkdge. main occurred dw to IM caueNal arW roamer as sbte4.. _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^ i (x • Pronouncing orb cerNpnq pnysKtan ~.PnrysCian Dan prorqurcug Beam and centtyvg to cause o1 cedtN TO Ma mtl or my xrtowkn9e. maM xcurted p IM lime dak aM place arw due to th. raueelsl and manner as staled _~ _ 37< t~censa Numoer 3b. Date Sg ..hqn lay /earl - , . , _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ • McOgal Examiner r Caaw 6 G z ~ ~ ~ ~ 06 On tM oasis d eaarmnatgn and / a investigation, in inion, maM occurred at the time, date, a nd plx a, and due to the cause(s) and manner as suted_ ^ , yy Name d Aodr+ss' Per n so CG /'A~no teyC am ,Item 2'1 'Y rrr n:~ie ~-Y5a W Ge .. uasS nawte c •ru~ ~ \ 1 \ 's ad ~ F~eU ~ M~ nm Ja ban k T ' / s y ~ C ( ~Va~ `~ _-"I` /a'(Y g . ~ .7 s ~ \ _ . . . y./ _- ~ D~~pn~,non Po~F.,t ,q 0213005 MRB:bh 4/21/99 06508 4/23/99 I, SARA JANE CAUM, of Camp Hill, Cumberland County, Pennsylvania, revoke my prior Wills and declare this to be my Will. FIRST: Debts and Funeral Expenses. I direct that the expenses of my last illness, funeral and burial be paid out of my estate. SECOND: Tangible Personal Property. I give all my tangible personal property together with any insurance thereon, to my sister, BETTE C. ROYAL, of St. Davids, Pennsylvania, if she survives me. 1f she does not, I give the same to my brother-in-law, DOUGLAS D. ROYAL, my niece, JANET ROYAL MORRIS, and my a niece, SUSAN ROYAL JONES, or the survivor or survivors of them, to be divided z among them as they may agree. THIRD: Specific Cash Bequests. 1 hereby make the following N specific cash bequests: A. The sum of FIVE THOUSAND DOLLARS ($5,000.00) to the ENDOWMENT FUND OF DERRY STREET UNITED METHODIST CHURCH, of Harrisburg, Pennsylvania. o B. The sum of FIVE THOUSAND DOLLARS {$5,000.00) to o SYRACUSE UNIVERSITY, of Syracuse, New York. FOURTH: Residuary Estate. I give the residue of my estate, real and personal, to my Trustee hereunder to hold and manage and distribute the net income and principal as follows: A. If my sister, BETTE C. ROYAL, survives me, commencing from the date of my death and during her lifetime: 1. The net income shall be paid to her in quarterly or more frequent installments. r ,.> x~ ~-~ `~= o ~~ 2. As much of the principal as my~ ~'t~stee may from time to time think desirable for her maintenance, health and suppor~~a~aririg: in rind her station in life and standard of living, shall be paid to her or aped d~ctly-for; these purposes by my Trustee. I direct that my Trustee shall be lr~ in ~xper4d~rl~' principal pursuant to this subparagraph. v~ ~ -_ ;-; ~ ~ ~ Sri CJ 4-~~~ i`7 W ,:~ MRB:bh 4/21/99 06508 4/23/99 4/29/99 3. My sister shall have the right to withdraw from principal during any calendar year, the sum of $5,000 or 5 percent of the value of the trust determined as of the time prescribed by Section 2041 of the Internal Revenue Code, as the same may be from time to time amended, and any departmental regulations thereon, whichever is the greater, which right shall be noncumulative. B. Upon the death of my sister, BETTE C. ROYAL, (or upon my death if my sister does not survive me, anything above to the contrary notwithstanding) myTrustee shall divide the then-remaining principal into equal trusts so that there will be one trust for each child of my sister, namely, JANET ROYAL MORRIS and SUSAN ROYAL JONES, either then living or then dead but survived by issue then living, and thereafter as to each such trust: 1. During the lifetime of each such child: 3 a. The net income from such child's trust shall be W paid to such child in quarterly or more frequent installments. b. As much of the principal of such child's trust as my Trustee thinks desirable for such child's maintenance, health, support and education, including post graduate or professional school, bearing in mind such child's station in life and standard of living, either shall be paid to such child or shall be applied directly for these purposes. In addition my Trustee may pay directly tuition or medical expenses of such child's children. I direct that my Trustee shah be liberal in making expenditures pursuant to this subparagraph. c. Such child shall have the right to withdraw at any time the then-remaining principal of such child's trust, which right may be exercised in whole or in part and from time to time. 2. Upon such child's death (or at the time for setting apart a child's trust for any child who dies before such time) the then-remaining principal of such child's trust shall be paid: a. To such child's then-living issue per stirpes, or in default of issue, b. To the then-living issue of my sister, BETTE C. ROYAL, per stirpes, (the portion thus accruing to a child of my sister for whom any principal is then held in trust hereunder to be added to and thereafter treated as if it had originally constituted principal of such child's trust); or in default of such issue; -2- MRB:bh 4!21/99 06508 4/23/99 c. ONE-QUARTER (1 /4! to SYRACUSE UNIVERSITY, of Syracuse, New York, and ONE-QUARTER (1 /4! to ALPHA PHI FOUNDATION; of Evanstown, Illinois, and ONE-HALF (1 /2) in equal shares to those of the group composed of my cousins, LEONARD MOPPET, of Honolulu, Hawaii, PAMELA GEARHART, of Ithaca, New York, BARBARA WERNER, of Brookline, Massachusetts, and ARTHUR WERNER, of Wilmington, Delaware, who are then living provided that if any of said cousins are not then living but have issue then living, such issue shall take per stirpes the share to which the deceased cousin would have been entitled if then living. FIFTH: Direct Distribution by Executor: In any instance where a share in my estate would be distributable to a beneficiary of such trust when received by the Trustee, my Executor may make distribution directly to such beneficiary. SIXTH: Adopted Beneficiaries. In construing this Will, wherever m there is a gift to a person or class described by relationship to me, or to another, any W adopted person shall be considered for any purpose hereunder as the child of the w adopting parent or parents. SEVENTH: Minor Beneficiaries. Whenever a minor becomes entitled to principal as a result of my death but passing outside this Will, it shall be retained by my Guardian and as much of it, and of the income from it as my guardian may from time to time think desirable for the maintenance, health, support and education, including college, of such minor, shall be expended for these purposes by paying bills directly or by payments to the minor, his or her duly-appointed guardian or any person or organization taking care of the minor. Any income not so applied shall be accumulated and the unexpended principal and income shat! be distributed to the minor at majority, or to his or her estate. My Guardian shall have no further responsibility for funds so paid or applied. EIGHTH: Beneficiaries Under 35 or Disabled. I direct that if any beneficiary (1) under the age of 35 or, (2) in my Trustee's opinion, disabled by advanced age, illness or other cause, becomes entitled to a distribution of income or principal of any trust hereunder, it shall be held and managed as a separate trust as follows: A. As much of such income or principal or both as my Trustee may from time to time think desirable for the maintenance, health, support and education, including college and post graduate or professional school, of such -3- MRB:bh 4/21/99 06508 4/23/99 beneficiary, shall be expended for these purposes by paying bills directly or by payments to the beneficiary; or to his or her duly-appointed guardian, or any person or organization taking care of the beneficiary, for the exclusive benefit of such beneficiary. My Trustee shall have no further responsibility for any expenditures so paid or applied. B. The balance, including accrued and accumulated income, shall be distributed to the beneficiary at age 35 or to the disabled beneficiary when he or she, in my Trustee's opinion, becomes free of disability, as the case may be, or to his or her estate. NINTH: Earlv Termination of Trusts. Whenever my corporate Trustee, in its discretion, shall determine that the size of any trust hereunder does not warrant the cost of continuing the trust, or its management would be impractical for any other reason, my Trustee, without further responsibility, may pay the then- remaining principal together with accrued and accumulated income to the income beneficiary thereof. If such beneficiary is a minor or is, in my Trustee`s opinion, disabled by advanced age, illness or other cause, my Trustee may pay the same to the parent, duly-appointed guardian or any person or organization taking care of the beneficiary. Also, if the beneficiary is a minor, my Trustee may appoint and pay the same to a Custodian for the minor under the Uniform Transfers to Minors Act of any state. My Trustee shall have no further responsibility for such payments. ~, TENTH: Undistributed Income. Except as otherwise provided herein, o all income not distributed to a beneficiary before termination of his or her interest o shall be treated as though it had accrued thereafter; likewise, no credit or accrual w shall be made for taxes, commissions or other charges theretofore made against o income. My Trustee, however, may make exceptions hereto in its discretion. ELEVENTH: Protective Provision. No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary, before actual distribution to the beneficiary. TWELFTH: Death Taxes. i direct that aii estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from my residuary estate. THIRTEENTH: Tax Options. My Executor may make any law-given elections which may affect the income and estate taxes as well as the relative shares of beneficiaries, such as taking administration expenses as deductions for either income or estate tax purposes, selecting options for the payment of life insurance, -4- MRB:bh 4/21 /99 06508 employment benefits and death benefits, redeeming corporate stock and allocating the generation skipping tax exemption. Any such elections shall be binding upon, and not subject to question by any affected persons, and my Executor shall not be required to make adjustments between principal and income. FOURTEENTH: Additions. With my Trustee's approval, anyone may add to the principal of any of the trusts under this Will. FIFTEENTH: Management Provisions. In addition to the powers granted by law, any Fiduciary appointed hereunder shall have the following powers, applicable to principal and income, which shall be exercisable without leave of court and shall continue until distribution is actually made: A. To retain and to invest in all forms of real or personal property, including, but not limited to, all types of stocks and bonds, whether or not of my corporate fiduciary or of a holding company controlling my corporate fiduciary, including participations in common trust funds operated by my corporate fiduciary, regardless of any limitations imposed by law on investments by any such fiduciary or any principle of law concerning investment diversification. B. To buy investments at a premium. C. To hold property unregistered or in the name of a ~, nominee. 0 D. To give proxies. E. To compromise claims, including any questions relating to any policy of life insurance. My fiduciary shall not institute litigation to collect any policy unless my fiduciary is indemnified for costs, counsel fees and other expenses of such litigation. F. To join in any merger, consolidation, reorganization, voting trust plan or other concerted action of security holders and to delegate discretionary duties with respect thereto. G. To borrow funds from anyone, whether or not the lender is also a fiduciary hereunder who may be acting as a lender in an individual capacity, and to pledge real and personal property as security for the repayment of the funds borrowed. -5- MRB:bh 4/21 /99 06508 H. To sell at public or private sale to any person or corporation, for cash or credit or partly for each, to mortgage, exchange, repair, after, improve or lease for any period of time, any real or personal property, and to give options for sales, exchanges or leases. I. To distribute assets in cash or in kind, or partly each, and to make non pro rata distributions. All distributions shall be valued as of the time of distribution. J. To retain and to pay carrying charges on any unproductive real estate. K. To assume the continuance of the status of any beneficiary with reference to death, marriage, divorce or other cause in the absence of information deemed reliable by my fiduciary. L. To allocate any property received or charge incurred to principal or income or partly to each without regard to any law defining principal and income or any rule of trust accounting. M. To lend money to, or to buy real and personal property from, a fiduciary under my Will or trust, even if my fiduciary is also the borrower or seller. This right may be exercised for any purpose which my fiduciary may think expedient. N. To pool the assets of all the trusts hereunder for purposes of investment and administration, allocating to each such trust an undivided interest in the pooled assets. 0. To receive the proceeds of any life insurance policies, annuities, profit-sharing or pension plans, or other employment benefits or Individual Retirement Accounts, made payable to my Trustee and to retain, administer and eventually distribute the same as though they had constituted a part of my residuary estate. SIXTEENTH: ApQointment of Fiduciaries. I appoint my sister, BETTS C. ROYAL, Executor of this Will and Guardian of any property which passes to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. If my sister should fail to qualify or cease to act I appoint my brother-in-law, DOUGLAS D. ROYAL, as Executor and Guardian in her stead. Should my brother-in-law fail to qualify or cease to act, then I appoint my nieces, JANET ROYAL MORRIS and SUSAN ROYAL JONES, or the survivor of them, Executor and Guardian in his stead. 1 appoint my sister, BETTS C. ROYAL, as Trustee under this Will and I direct that she shall select a corporate Trustee to serve -6- MRB:bh 4/21/99 06508 with her, such corporate Trustee to be a corporation having trust powers in Pennsylvania. If my sister fails to qualify or ceases to act, I appoint my brother-in- law, DOUGLAS D. ROYAL, as Trustee in her stead with the same direction that he select a corporate Trustee to serve with him unless one is already serving. In the further event that both my sister and my brother-in-law fail to qualify or cease to serve, I appoint my nieces, JANET ROYAL MORRIS and SUSAN ROYAL JONES, or the survivor of them as Co-Trustees, with the same direction that they select a corporate Trustee to serve with them unless one is already serving. No bond shall be required of any fiduciary hereunder in any jurisdiction. SEVENTEENTH: Provisions Re~ardinq My Fiduciaries. A. My corporate fiduciary shall be entitled to compensation for its services hereunder in accordance with its Standard Schedule of Charges currently in effect at the time its services are called upon and from time to time during the period over which such services are performed. B. No individual fiduciary who is a beneficiary shall ever participate in the exercise of, or decision not to exercise the discretion to pay income or principal to, or to apply income or principal for the benefit of, any beneficiary, the determination whether a beneficiary is disabled, the decision to terminate any trust hereunder, the allocation of any receipt or expense to principal or income, or the decision whether to use expenses as income or estate tax deductions. C. Any Trustee hereunder may resign and be discharged from all liability, and any trust hereunder may be settled, by agreement with all parties in interest who are sui juris. Such agreement shall bind all persons, whether or not then in being or under a legal disability, then or thereafter entitled to any portion of the trust, and shall effectively release and discharge my Trustee for the acts and proceedings so accounted for. The settlement may also include the approval of the account of an executor or another Trustee if my Trustee has received property in distribution of that estate or trust. D. My individual Trustee or co-Trustee shall have the right, by giving notice to the corporate Trustee then acting, to require said Trustee to resign and to select a new corporate Trustee (such substitute to be a corporation having trust powers in Pennsylvania) by written notice to the corporate Trustee and to all beneficiaries who are sui juris, effective upon the written acceptance of the substituted Trustee. E. It is my wish, but not a direction, that my Fiduciaries employ the services of G. David Bias, presently at Legg Mason, as investment advisor and broker. -7- MRB:bh 4/21/99 06508 EIGHTEENTH: Usage. In construing and interpreting this instrument any term describing a fiduciary shall include all genders, shall be construed as singular or plural, and shall include successors, as the situation may require. IN WITNESS WHEREOF, I have hereunto set my hand and seal ~~- , 1999. ~~, ct,-~~- ~c~-~z.~.~~` [SEAL] Sara Jane Caum m a W m z Z w m a 0 0 w U O 3 _~ Signed, Sealed, Published and Declared by SARA JANE CAUM, the above named Testatrix, as and for her Will, in the presence of us, who at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as subscribing witnesses. C-~/ ~ , i ~~.- ',r ,~ ;,. ,~ 8 MRB:bh 4/21/99 06508 COMMONWEALTH OF PENNSYLVANIA: -~~~~'li~~~,~ SS COUNTY OF . I, SARA JANE CAUM, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Will; that I signed willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Sara Jane Caum /,~ ~ We ~f I~~l~ ~~/ and ,%~~~~ witnesses, w se names are signed to the attached or foregoin instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix and in the presence of each other, signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. WITNESS: WITNESS: ~~ ~ " Subscribed, sworn to and acknowledged before by SAR JANE CAUM, the Testatrix an subscribed and sworn to before me by ` ~ ~ ~ and _,~~ >~ ,witnesses, on ~,- /' ~~ , 1999. Notarial Seal /~ ` Jolene J. Davis, Votary Public Radnor T~,~rp., D~iGvvare County ~' My Commission Expires i=eb. 12, 2001 N ry Public Member, Pennsylvania Association of Notaries -9- ~ 1 ~~ ~h~) REGISTER OF WILLS OF RENUNCIATION CUMBERLAND COUNTY, PENNSYLVANIA Estate of Sara Jane Caum of the above Decedent, hereby renounce the right to 1, _ Bette C. Royal in my capacity/relationship as (Print Name) Executrix named in the Will administer the Estate of the Decedent and respectfully request that Letters be issued to Janet L. Morris and Susan L. Royal ~~0~ (Date) ~~ i~~ /~ ~« (Signature) Bette C. Royal / 510 Hillaire Road (Street Address) St. Davids, PA 19087 (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this day of , Deputy far Register of Wills Executed ouf of Register's Before the undersigned person. party executing this renuncratioi that he or she executed the ren purposes stated within on thl;i~ Deceased nom'``' ~^, ~ -~ C ~:_;:J ~~ r~--M~ V igy~t~~ared th r, rtifieab ~tian fore ~ ay N of ~• w rv Notary Public My Commission Expires: ~l ` 3 "c~ ~j ~ ~ (Signature and seal of Notary or other official qualfied to COMMOnNWEALTHhOF PEN~~~-~'~~~s wmmission.) Notarial S~ Barbara A. Halh'nain. No4ary Public ~~ Tom„ pyre Coun1Y My Commission Expires ~WY 3.2011 Member, Pennsylvania Association of Notaries r.' .. ,.'~ ,. '`f ,_„~} .- ''? .:.) ._r ~, _ -~,~ ~.__'CJ :-;, Form RW O6 i4ev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. ~1C~`C~a RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Sara Jane Caum ,Deceased Douglas D. Royal in my capacity/relationship as (Prior Name) Successor Executor named in the Will of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Janet L. Morris and Susan L. Royal f ~ ~ (Dora) (signature) DOU I s D. Royal -: ~ c c-: i ,.:' 510 Hillaire Road ~"_= ~'~ ~ °' '_' t --. ,.., ~ _ _-_ c _St. Davids, PA 19087 n ~~ tv ~ ~' __'f (City, Srare, Zip) ~ Execufed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Before the undersigned personally appeared the party executing this renunciation and certified before me this- day that he or she executed the renunciation for the of purposes stated within on tr ~ '`day of ~-, ~'c?t~8 Deputy for Register of Wills Notary Public My Commission Expires: '~ ` 3 ` ~o ~ ~ (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) COMMONWEALTH OF PENNSYLVANIA Notarial Seal Barbara A Nalhnan, Notary Ptrefic Radnor Twp., Delaware Cotnty My Ctxnmissior- Expires Jtdy 3, 2011 Form RW-O6 Rev. 1413-2006 Copyright (c) 2006 torte software dd¢IfrHBf~clr~ll6ugi~t7hie ASSOCIBtiOrt Of NOt2r18S