The URL can be used to link to this page

Home My WebLink About02-0999Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS ~7 / Estate of ~-c- ~d`z. > No. also known as ~3c Mary T. Hunt ~'~ C~~ tL~*~~-l ~-~t~~'~~ /~c~,~ Deceased Social Security No. 069-14-3639 r u ~ regvl, w r olare 10 yeah of eqe or Mtlet, apply0eal fnc (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitionerlsl is/are the executor named in the Last Will of the Decedent, dated March 21, 1975 and codicil(si dated Stare relevant arrurnslwme>. e.y., renuncutirxr, tlemn nl ez~Y.utm, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was Haver adjudicated incompetent: (~ B. Grant of Letters of Administration `~i Ic. e . A n n u r.a . pe,rnc~rre Lr . mrrmrre aear.nr a. ~Irr,,,,~r, n.,r,r„r.rr,l Petitianer(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Decedent, then 100 years of age, died October 23 2002 , at Carlisle, PA II rsn<r~,~ Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property .............................. S 900,000.00 (If not domiciled in PA) Personal property in Pennsylvania ...................... S (If not domiciled in PA) Personal property in County .......................... S Value of real estate in Pennsylvania ............................................... S Total ..............................................................5 900.000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully requestlsl 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 ~- David C. Eaton 50 N. Grantham Road Dillsbur PA 17019 RW-7 I ~ - 1 Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at Manor Care Health Services 940 Walnut Bottom Road Carlisle PA 17013 (lint ~trepl, n,rn rner rurrl nrunicrpMit y) Oath of Personal Representative Commonwealth of Pennsylvania County Of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate ac r g to to /~ Sworn to and affirmed and subscribed ~~L 1 C/~ (' ~'-v~ before me this 5t'~ day of 1`OVEMBER 2002 DECREE CF REGISTER HUNT MARS' T K A Estate of ~i4~~r~t MARY TE3UMPSON HUNT A. K p~-ceased No. ~j- b 2 - qq9 MARY ELIZABETH HUNT also known as _ Social Security No: 069-14-3639 Date of Death: October 23, 2002 AND NOW, NOVFMBRR f3 F 2002 in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters L~ Testamentary ~ of Administration TESTAMENTARY are hereby granted to David C. in the above estate and that the instrument(s), if any, dated March 21, 1975 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... S 480.00 Short Certificate(sl.......... S 36.00 Renunciation .................. S Affidavit ( ) ................. S Extra Pages ( )............ S 9.00 Codicil .......................... S JCP Fee ........................ S 1 0.00 Inventory & Tax Forms... S Other ............................ S TOTAL ................ g 535.00 pW-7a Ref7ister of wills Attorney: David C. Eaton, Esquire I.D. No: 07169 Address: P. O. Box 840 Harrisburg PA 17108-0840 Telephone: (717) 236-3010 DATE FILED: 1 1 -82002 mailed to a y - - ' i~ t4 - /fZ ' _.} ~ T ~. ~~, ` 'S, ? _...~ a ~. ~ -- "~ ~8~.~428 ~~ r-10 W .-~I r1 .2 -F ~ C' ~"r=. rr1 I~ U c.s~ l C •Z r• I ~ a I G ~~4 I l G l 3 I~b C..'mbe~~(ck.]d IIC. Gcrrl~sl~ f7d Cc~rl:sl` Hlos :.3H•v ae7 CDMMON'.o~ gLTH CF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS PE2PRINT GER~'iFiCATE OF DEATH 1N RYANENT NAME OFf,DECEDENTIFxv. Midae , avl SrATE rAE NUMBER LACK INK Mary Elizabeth Hunt SEK SCCIAL SECVRITY NVMBER '" DAiE OF DEATH.MCnm. pay bul AGE,Lav BvlMay) DNDERt YEM ]~ Female ] 069 - 14 -3639October 23 2002 UNDER I DAY GATE OF BIRTH 81RTNPlACE IC•ry q PUCE OF DEATH ~Cnea• nr a f Manna Dap IlorAf • Mirwt•e M nOaY. 'rerl "Mleaicregn Caunuvl Ynr'e--~.e•nSUU:I.Anm.~lr.e~y~l Yrs. 3 100 Oct. 9,190 Youngstown, OH ro~~ ^ E O7NER 1 Inrrl R1O1Apin•rn Li DOA ^ 1 ~ ® RFrWrlu ^ ~ - COUNTY OF DERH •~ T' N. .Sau:aYl CITY, BORO.TWPOF DEATH FACKRV NAMEIU nq,nnn,lan. gave weN arq rNrmner, ' Cumberland YMyS DqECEDENT OF HI$PANK: ORK71N+ RACE AmMr[ Drei•n, BIaCL,WM•MC. - ~ Carlisle Manor Care NCL_y r..^Kr.•.aaMKYrAe.n Isaean, k. .,. M•aran. Puar,• Rrc•n. «e White DECEDENT'S USUAL OCCUPATKNI KING OF BUSINESS/INDU57RY YN$ri; f• ,p IGwwa+ora acne owaq rrurR EDENT EVER IN DECEDENT'S EDUCA77K)r1 d••ort•gEN,dnnauserNUedl US ~'AEDFORCE57 S and n esr aalSrn ea N~ivvMan7ra W SURVWM+GSPOUSE teacher ,ten, .n -~• ~• mao., nam•I - +u ,,.. education "' I~ "~ EHn»n ro~2j5• i~ 5+ 1"~ l OrwcW DECEDENT'S MAKING ADDRESS ISrea,. Dayrtoam, Star. ZO CadI DECEDENT'S 12~-_ ']. ,~, widDW PA "~ 50 N. Grantham Road ACTUAL "•~~'-r• w ,Tt~Yra.,ac.an„NedyonaQtian RESroENCE ~ I~Dillsburg, PA 17019 `~`•""°'r"'°n° ~:'" a, a~«P«l ne. CPUmy York •TmWlp7 No. a•c.d.r•iwd FATHER'S NAME IFrv. Mgdl•. La51) ,7d.^ walun anual limas a Rollin Stanley Thompson MOTHER'$NAMEIF.y. Mpp•, Maoq•_n $arnyryl wAao WFORMAM'S NAME ITYW'Prwl -- ~ ,.. Sarah Jane Book Mar E. Hunt Eaton u+FORMANT'$MAILWp ADORE$$ISe•sl. CKr/Tram. SIW.Zq COdel METHOD OFasPOSITION - tOD. 50 N. Grantham Road Dillsbur PA 17019 DAT : ~ as~sITIDN PLACE aF aSPOSITKkI. D - Oarrr, ^ Ollw ls® rya«nMbn ^ RFmwr Van t+. H a~J i ~" O•. Car. earl a O1n•r PMa N.m. a c•nl•,«v. c.-n+May LOC~vaN ~CAMwrn. SMl•. zo cos - "~ -- OI ~J - ' ~=~ Flushing Cemeter " $•T•~~ YID K: ONPER$p/ACTINGASSUCN `' `. ~~'----~~ ],a. ° Y Flushing, NY ~ IICEN$E NL'\5OER NAPE AND ApORE$$Of FACN.ITV ]id. `- "` ~ „D, 01440-L ,~etrick Fun. Home Inc., 3125 Walnut St., pA < Canlpl•I Ilat only •drn unlN+q b tlr• 0•M a my Ilror!.b •. cram xcwrd N tM tune. cap anp; urc• Mated Plq'noarr s na avadapr M Drrr• W d•am r and ~ LK:ENSE NVMBER pATE SIGNED urW earr.aaan. ~ l . ~ ^/lJ _ f ,(~/ PAaln. , 0ama t43f mrY, D• CanplalM Dy 1~. /~/("~/t/C' ~ O ~ 3'~ / ~ ` O IME OF OEATN DATE PROIIpUI 'ED OE.AD ~' "~ 7x. d P•r•pn •dlo prorgarc•• deaN. IMaun. Day, Yeal MIAS CASE REFERRED Tp MEDICAL EKAMINERK:ORONEP7 / 0 ~ ' ~ 02 00 Z~ w ^ „fig ]7. FART 1:.Ent•r py fsaasaa, ayurwza;u.. • •'' K' PACi1pY wticn uua•d IM 0•arn Do nol •Na IM ned• of dying, auto ae cardut a rc '•~ I llw an/ OM tins. an II Yn•. spualory anaal slkc%a MHn laiur• r Appuuunal• PAPT N: YY/EpRT! CAUSE oar ^ r Vary D•tui•an D'n•r •~n'M•"' O0r'aiO1a auWlOeby r 4aln. DM dl•ra•a cannrrarr ~ I ian•w an0 d•W rrt n•WgnrM'Prd•rN"9uu0Vwar PART I. /la-yp1~'F~1W ~A$/A~~~(~7N$E~p\V Sprrrry,El Wl,a,iay D. , '~~Y ct l(}CY ~~ carry, Ia•d0n w+rrrdu,• ~ c TOOVE~fDR AS A COHSE UENCE OFI: ~-- i cart. Ent. UMDEAGfNq l 1 CAYiE1DMNar..t,AY I -- •r•' •~ °'-1° DIIE 7OlpR AS A CON$EWENCE OF1 r~aarq++daanl LAST -. _. I. d I MM$AN AUTOPSY WERE AU7OP$Y FINpWpS MANNER OF OEATM '_ r PEAFORMEO7 MAULABLE PRgR TO DATE OF INJURY TIME OF PUURY INJURY AT NOIiKi COMPLETgN OF CAUSE ® IMmn. pay. +barl DESCRIBE HOWiKlURY DCCUWrED. OF OErOH7 NaarY ~~ ^ A[Crdna ^ P•n6rrp4MMlBalgn ^ Ya• ^ Ni^ w ^ w ® Y.. O Np ^ Sr.cid• O carom na c. dn.nna,w ]'"' M• ~• ^ PUCE pF IWURY ~ AI Mm•. farm, MrM, taclpry, oak. CERTIFER ICn•a• ]~. ]' ~ •IC. lSpscuvl OCRION M 'CERTIFYING PHYSICIAN IPnyxwce. ~. To Br•0••l of my finer ~l"n9 caruaddean wn•r anonar MVSCanlyspaµrtCap neam atom canaMeo nom 231 SIGNATURE OT LE CERTIFIER Ndp•, d••m oocurt•d drN b ar ew••lal ens m•rm•r a aMt•n. ....... Z .................................... ...... ~ 710. o '-RONpUNCING AND CERTIFYING PHYSICIAN IPnpCMn•yln:uonaurculq seam ~r~.,t_a:...Y •:,~w..d neaml LK:EN$E NVM R GATE SIGNED U To 1M D«t of my En•~rd9a. d•an «cwr« al IM lane, :.:n atom plaea, and a: •• .~, tM cauwla, ana r. finer a nal•d .............. .. ^ rn~ C~ 3 3~ z IMmn. par. Y.arl ],d. t oL a ~ ~ ~ ~ NAME ANO ADDRESS Of PER$pN W D 'MEDICAL E7UYINEWCORONER (Kem 2,),ypeyPruK .L I'QCOMPLETED CAU OF ATH p On IM Oa•ia o/ aaaminaiipn and/pr inva•tigalKn, in my oplnron, deatP M: urr•d at IM time, pate, and plate, and due to IN• tauf•la, arW , `~ ~ rt rti~.t~- w manner is sbl,a......... _ 1'\ ....................... ^ 3S1c. L P3* >nn c~ ...... L REGISTRAR'S SIGNATURE ANO NUMBER -'- .. ]]. YGi/~~L_ ~• (7~1 G,~ -_ I~1 GATE FILEDIMMn DaY hYi ~. ~ • / ~~ - oa..- ~qq I, MARY THOMPSON HUNT, of Garden City, County of Nassau, State of New York, do hereby make, publish and declare this to be my last will and Testament. FIRST: I hereby revoke any and all wills and codicils heretofore made by me. SECOND: I give, devise and bequeath my entire estate, whether real or personal, or of any other nature whatsoever and wheresoever situate, of which I may die seized or possessed, and including any property with respect to which I may have a power of appointment, to my Trustee, herein- after named, to hold, manage, invest and reinvest the same for and during the life of my daughter MARY ELIZABETH EATON, and during such period to pay over the net income therefrom at least quarterly to my said daughter. On the death of my daughter, I direct my Trustee to pay over the net income therefrom to such of her children as shall then be living until the last such child shall have attained the age of thirty (30) years, or until the last of her children shall have died without having attained the age of thirty (30) years. Upon the last of the children of my daughter having attained the age of thirty (30) years or upon the death of all of her children without having attained the age of thirty (30) years, I direct my Trustee to pay over the balance of principal then remaining in his hands, and any income accumulated or accrued thereon der stir~es to such of the issue of my daughter as shall then be living. During the term of the trust hereinabove created, I authorize and empower my Trustee at any time, and from time to time, to pay or apply such amount of the corpus thereof to or for the benefit of such of the persons then entitled to the income therefrom as such trustee in his absolute discretion shall deem necessary or appropriate to provide for the health and welfare of such beneficiary. Such payments from corpus shall be absolute and free from all trust and the judgment of my Trustee as to the amount of such payment, the advisability thereof and the beneficiary to whom such payment is made shall be final and conclusive upon all parties interested or who may become interested in my estate or said trust. THIRD: I nominate, constitute and appoint my daughter's husband, DAVID C. EATON, to be Executor of this my last Will and Testament and Trustee of the trust herein created. In the event the said David C. Eaton should predecease me, or for any reason fail to qualify or cease to serve as Executor or Trustee, then I hereby nominate, constitute and appoint the COMMONWEALTH NATIONAL BANK, of Harrisburg, Pennsylvania, as such Executor or Trustee. I direct that no bond or other security be re- quired of any Executor or Trustee serving hereunder in any jurisdiction in which such Executor or Trustee may qualify, serve or seek to serve. FOURTH: In addition to and not in limitation of the powers from time to time conferred upon trustees by law, I hereby grant to my Trustee the following powers: A. To invest and reinvest in such securities or other property, real or personal (whether within or without the United States), and to retain any property at any -2- time received or held by the Trustee hereunder for such period, as the Trustee shall in his sole discretion determine, whether or not the same be income producing. B. To sell, pledge, lease or exchange, or to grant options for the sale, pledge, lease or exchange of any property, real or personal, at any time received or held by the Trustee, for any purpose. FIFTH: In the event any remainderman hereunder should at the time of the termination of the trust herein created be a minor, then I direct that his interest shall vest in such remainderman but the possession, management and control thereof may be retained by my Trustee during such remainder- man's minority, and during such period of retention, I authorize and empower my Trustee to expend so much of the income and principal as he in his absolute discretion may deem necessary or appropriate to provide for the support, maintenance and education of such remainderman. The balance of principal and income remaining at the time such remainderman shall attain his majority shall be paid over absolutely and outright to such remainderman or to his executor or administrator if such remainderman should die before attaining his majority. In making expenditures for the benefit of such remainderman, my Trustee may make payments directly to him or to his parent or guardian or may make direct application to his use, and the receipt of the person receiving any such payment or application shall constitute full and sufficient acquittance and discharge of my Trustee for any payment or application so made. -3- SIXTH: I direct that any and all estate in- heritance, succession or other like taxes upon property passing under this my last Will and Testament or otherwise included in my taxable estate be paid out of the residue of my estate as a general expense of administration and without apportionment. IN WITNESS WHEREOF, I have hereunto set my hand and seal this =<~' ~ day of ~'~ ~ ~~ ~` <° •'~._ in the ear Y One Thousand Nine Hundred and Seventy-Five. THE FOREGOING WILL was on "~' day of ~`~~ c~_x-~...~-~ signed, sealed, published ana declared by the above named Testatrix as and for her last Will and Testament in the presence of us and of each of us and we at her request and in her presence and in the presence of each other have hereunto subscribed our names as attesting witnesses thereof the day and year last above written. ,,. _y . / ~f1 ~fi aJ!~ bl i~ C.~ ~~ ]~ f~ ,~ {.,~ /J~~' ~~ ~ ~ r ~ ~ ~~` ~ / of s L L.~1 ~ l~o w S~Y'ee~` ~s~.-clew ~~~ ~ N_ N. I I s,~ o ... r -.-_... ". r .~ ~ l ~. ., .__ 1 __ C' ,-~ - ....- .. _..._ w..... -„ ... ,... y ~ ~.,.d s -4- REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING W F,SS codicil (each) a subscribing witness to the will law, depose(s) and say(s) that the testat ,sign the same request of testat in h other subscribing witness(e~jj.~ x8 that signed as a witness at the presence and (in the presence of each other) (in the presence of the Sworn to or affirmedJ,and subscribed before me this day of 19 ~,% ~ Register r herewith, (each) being duly qualified according to present and saw (Name) (Address) (Name (Address) REGISTER OF WILLS OF ~ ~ ~ s3 ~~L~~ N'~ COUNTY OATH OF NON-SUBSCRIBING WITNESS 21-02-999 r-, (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~~~ ~~ familiar with the si nature of ~~ ,~ ~ ~~° ~ ~ ~ g ~~fZ~,r~ i 5-z.~- ~%,~,1. testat3.l x of (one of the subscribing witnesses to) the will presented herewith and codicil that ~1~~ believes the signature on the will is in the handwriting of ,2 i l / l D /21 (~ ~~; n% / / iii ti~ to the best of -f~1-~i-- knowledge and belief. Sworn to or affirmed and s~.~bscribed before me this __ 5th _ day of NC;~EMBER 2002 ~jxx ~~ egister ~~ /Name -~ ~ (Address) ~fr'~f?i? aS ~C % ~!~~, r f}-- l ~ / C! (Name) (Address) REGISTER OF WILLS OF COUNTY OATH-O~ SUBSCRIBING WITNESS codicil (each) a subscribing witness to the 11 presented herewith, law, dep and say(s) that _ __ present and saw the testat ,sign hkg same and that request of testat_,r in presence and (in the other subscribing witness>~es)). Sworn to or affirmed and subscr d before me this of 19 Register ng duly qualified according to signed as a witness at the of each other) (in the presence of the (Address) (Name) (Address) REGISTER OF WILLS OF CUMBER ,AND COUNTY OATH OF NON-SUBSCRIBING WITNESS 21-02-999 u l~i vjw~< (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that SHE IS familiar with the signature of MARY THOMP ON HUNT AKA MARY E ~I ZABETH HBNT codicil testat OR of (one of the subscribing witnesses to) the will presented herewith and that SHE codicil believes the signature on the will is in the handwriting of to the best of HER knowledge and belief Sworn to or affirmed and sur;scrik~ed before me this 7*-1i __ day of N~$ER ~_ 19_ 1 Registe i j ~Nam~) ~~ (Address) , (Name) (Address) ti~ CERTIFICATION OF NOTICE UNDER RULE 5.6 a Name of Decedent: Marv T. Hunt Date of Death: October 23 2002 Will No. 0999 Admin. No. 2002 To the Register: I certify that notice of beneficial interest required by Rule 5.7(a) of the Orphans' Court Rules was served on or mailed to the following Beneficiaries oftheabove-captioned estate on December 3, 2002: Name: Address: Mary Eaton 50 N. Grantham Road, Dillsburg, PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A ! ~` Date: December 3, 2002 ti t~~~~ ,/ ` ;' ~~,,~ -- ~ ~' '~ Signature ' 1 David C. Eaton, Esquire Nauman, Smith, Shissler & Hall, LLP Supreme Court I.D. No. 07169 200 N. 3rd Street, 18`" Floor P. O. Box 840 Harrisburg PA 17108-0840 Capacity: ~C Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712$-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 002050 EATON DAVID C ESQUIRE P O BOX 840 HARRISBURG, PA 17108-0840 fold ESTATE INFORMATION: ssN: 069-~4-3639 FILE NUMBER: 2102-0999 DECEDENT NAME: HUNT MARY THOMPSON DATE OF PAYMENT: 01/15/2003 POSTMARK DATE: 01 /1 4/2003 couNTY: CUMBERLAND DATE OF DEATH: 10/23/2002 REMARKS: DAVID C EATON CHECK#1007 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER TOTAL AMOUNT PAID: INITIALS: CW RECEIVED BY: DONNA M. OTTO REGISTER OF WILLS 535,000.00 DEPUTY REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-1607 E% pFP (O1-OS7 - - -DATE 01-26-2004 _ _ _; ESTATE OF HUNT MARY T DATE OF DEATH 10-23-2002 FILE NUMBER 21 02-0999 DAVID C EATON ~O4 FED ~ 3 ~ ~ :~C{OUNTY CUMBERLAND 50 N GRANTHAM RD ACN 101 DILLSBURG PA 1701 Anount Renittad ~..sa: - MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER P_ORTI_ON FOR YOUR RECORDS __~ ------------------------------------------------------ __________ REV-1607 EX AFP (01-03) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ----------' ESTATE OF HUNT MARY T FILE N0. 21 02-0999 ACN 101 DATE 01-26-2004 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-25-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 41,938.79 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 01-14-2003 CD002050 1,842.11 35,000.00 07-14-2003 CD002804 .00 5,188.79 01-12-2004 REFUND .00 92.11- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 41,938.79 .00 .00 .00 /'7- n (\ "'/ "; .; 1\ REV-1500EX(6-00) ~ OFFIClALUSEONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 20~ --999L__ YEAA NUMBER COJN1Y CODe I- Z W C W o w C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Hunt, Mary T. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 10/23/2002 10/09/1902 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 069-14-3639 THIS REnJRN MUST BE FILED IN DUPLICATE Wlnt THE REGISTER OF WILLS SOCIAL SECURIlY NUMBER >- z w c z o .. U> ~ a: o u [Xl 1. Original Return D 4. limited Estate [X] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received THIS SECTION MUS1"aE COMPLeTED.. ALL CORReSPONDeNCe AND<lDNFIDeNTIAL TAX INFORMI\TION SHOULD ae DIReCTED TO: NAME COMPLETE MAILING ADDRESS David C. Eaton FIRM NAME (If Applicable) D 2. Supplemental Return D 3. Remainder Return (date of death prior 10 12-13-82) D 4a. Future Interest Compromise (date of death after 12-12-52) D 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copyofTNst) ~ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (date or death between 12-31.91 arw:l1-1-95) D 11. Election to tax under See. 9113(A) (Atl>>eh Sch 0) w .... ::.:::::!;U) u."" w..u ",00 uO:..J ..Ill .. "" 50 N. Grantham Road Di11sburg, PA 17019 TELEPHONE NUMBER (717) 766-3339 2. Stocks and Bonds (Schedule B) (2) 0.00 875,078.92 QFFIClAL. USE ONLY 1. Real Estate (Schedule A) (1) " 0.00 .' 0.00 73,290.24 1,954.62 8 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6. Jointly O\Nl1ed Property (Schedule F) (6) 0 o Separate Billing Requested j:: :5 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ::J (Schedule G or L) l- ii: 8. Total Gross Assets (total Lines 1-7) <I: 0 W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 0:: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) c... ,-....;; r= - I..I! 0.00 [",,J 950,323.78 (8) 17,126.15 1,224.59 (13) 18,350.74 931,973.04 0.00 (11) 12. Net Value of Estate (Line 8 minus Une 11) 13. Charitable and Governmental Bequests/See 9113 Trusts forVvtlich an election to tax has not been made (Schedule J) (12) (14) 931,973. 04 14. Net Value Subject to Tax (Line 12 minus Line 13) t SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax 0.00 z rate, or transfers under See. 9116 (a)(1.2) 0 ;:: 931,973.04 "" 16. Amount of Line 14 taxable at lineal rate .... ::> 0.00 .. 17. Amount of Une 14 taxable at sIbling rate :IE 0 0.00 u 18. Amount of Une 14 taxable at collateral rate >< ~ 19. Tax Due x .12 (17) (18) 0.00 41,938.79 0.00 x.OO_(15) x .045...- (16) (19) 0.00 41,938.79 x.15 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUeSTIONS ON RevERSE SIDE AND RECHECK MATH < < 2W46451.00Q Decedent's Complete ress: SlREET ADDRESS HRC Manor Care 940 Walnut Bottom Road CllY I STATE I ZIP Carlisle PA 17013 Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 41,938.79 0.00 35,000.00 1,750.00 Total Credits (A + 8 + C) (2) 36,750.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 TotallnterestlPenaity (0 + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 5,188.79 A. Enter the interest on the tax due. (5A) 0.00 8. Enter the total of Line 5 + 5A This is the BALANCE DUE. (58) 5,188.79 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No [Z] [Z] [Z] [Z] IZl IZl contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 0 [X] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe y, 1 deClare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, il is INS, correct and complete. Declaration otprepar roth rthan the rsonal ntativeisba d on all infonnation of which preparer has any knowledge. SIGNATURE OF . E SON ESP ISLE F R F NG R ~ ( ADDRESS OU N. Grantnam Road Di11sburg, PA 17019 SIGNATURE OF PREPARER ornER THAN REPRESENTATIVE 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments. benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which Yes D D D D D o DATE -'/IY/o'3 DATE ADDRESS .... r~ Q~~ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S.f3 9916 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sUMving spouse is 0% [72 P.S. f3 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a SUrviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax retum are still applicable even if the surviving spouse;s the only beneficiasy. For dates of death on or after Jury 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or forthe use of a natural parent, an adoptive parent, or a stepparent of the child is 0% (72 P.S. f3 9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 8 9116(1.2) [72 P.S. 89116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. ~ 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 2W46461,OOO REV-1503EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Hunt, Mary T. FILE NUMBER 21-2002-0999 All property jointly-owned with right of sUlVivorship must be disclosed on Schedule F. ITEM NUMBER CESCRIPTlON 1. AGERE SYS INC CUSIP: 00845V100 Shares/Par: 4 Exchange: NYSE VALUE AT DATE OF DEATH 3.62 2 AGERE SYS INC CUSIP: 00845V209 Shares/Par: 105 Exchange: NYSE CL B 96.08 3 ALLIANCE NATL MUN INCOME FD CUSIP: 01864U106 Shares/Par: 1400 Exchange: NYSE 18,774.00 4 AMERICAN ELEC PWR INC CUSIP: 025537101 Shares/Par: 600 Exchange: NYSE 12,960.00 5 CISCO SYS INC CUSIP: 17275R102 Shares/Par: 200 Exchange: NASDAQ 2,226.00 6 CITIGROUP INC CUSIP: 172967101 Shares/Par: 200 Exchange: NYSE 6,894.00 7 EXXON MOBIL CORP CUSIP: 30231G102 Shares/Par: 24.742 Exchange: NYSE 856.20 8 FEDERATED EQUITY FDS CUSIP: 314172669 Shares/Par: 1725 Exchange: NASDAQ KAUFMANN CL B 6,210.00 9 FEDERATED INVT SER FDS INC CUSIP: 31420F202 Shares/Par: 23278.502 Exchange: NASDAQ BD FD CL B SHS 192,047.64 10 FORD MOTOR CR CO CUSIP: 345397202 Shares/Par: 1000 Exchange: NYSE NT SR 7.375 21,650.00 11 FT CUSIP: 30266E543 Shares/Par: 4701 Exchange: OTC UT GNMA79RE CM Carryover & daily interest:: 244.92 Int: 0.05945 Ex: 09/27/2002 Rec: 10/01/2002 Pay: 10/31/2002 46,970.27 12 GENERAL ELEC CO CUSIP: 369604103 Shares/Par: 200 Exchange: NYSE Div: 0.18 Ex: 09/25/2002 Rec: 09/27/2002 Pay: 10/25/2002 5,346.00 13 GENERAL MTRS CORP CUSIP: 370442758 Shares/Par: 2000 EXChange: NYSE NT SR 7.25%52 47,120.00 14 INTEL CORP CUSIP: 458140100 Shares/Par: 200 Exchange: NASDAQ 3,130.00 15 J P MORGAN CHASE & CO CUSIP: 46625H100 Shares/Par: 200 Exchange: NYSE Div: 0.34 Ex: 10/02/2002 Rec: 10/05/2002 Pay: 10/31/2002 3,945.00 Total from continuation pages.... 2W46963.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 506,850.11 875,078.92 Estate of: Hunt, Mary T. Schedule B -- Stocks & Bonds Item No. Description Value at Date of Death 16 LUC~ TECHNOLOGIES INC CUSIP: 549463107 Shares/Par: 400 Exchange: NYSE 17 MUNIYIELD PA INSD PD CUSIP: 62630V109 Shares/Par: 11200 Exchange: NYSE Div: 0.082 Ex: 10/16/2002 Rec: 10/18/2002 Pay: 10/30/2002 18 ~EBN QUALITY PPD INCOME PD 2 2000 Exchange: NYSE CUSIP: 67072C105 Shares/Par: 19 OPPENHEIMER MULTI ST MUNICIPAL 8345 Exchange: NASDAQ PA MUN PD CUSIP: 683940100 Shares/Par: CL A 20 OPPENHEIMER MULTI ST MUNICIPAL CUSIP: 683940209 Shares/Par: 13205 Exchange: NASDAQ PA MUN FD CL B 21 PARKLAND PA SCH DIST Shares/Par: 10000 Exchange: FT 09/01/2013 5% Int: 09/01/2002 G.O. BDS CUSIP: 701383GW5 Intr. DTD: 04/01/1998 Mat: to 10/23/2002: 72.22 22 PPIZER INC CUSIP: 717081103 Shares/Par: 200 Exchange: NYSE 23 PIMCO PDS PAC INVT MGMT SER CUSIP: 693390437 Shares/Par: 721.512 Exchange: NASDAQ TOTAL RET CL B 24 PROVIDENT PINL GROUP INC CUSIP: 743866204 Shares/Par: 1000 Exchange: NYSE SR NT 8.375 32 25 SCUDDER INTER GOVT TR CUSIP: 811163104 Shares/Par: 1200 Exchange: NYSE Div: 0.04 Ex: 10/15/2002 Rec: 10/17/2002 Pay: 10/31/2002 26 SUNAMERICA STYLE SELECT SER CUSIP: 86703Y823 Shares/Par: 678 Exchange: NASDAQ POCUS LCP GR A 27 TRAVELERS PPTY CAS CORP NEW COSIP: 89420G109 Shares/Par: 8 Exchange: NYSE 28 TRAVELERS PPTY CAS CORP NEW CUSIP: 89420G406 Shares/Par: 17 Exchange: NYSE CL B 29 WORLDCOM INC GA NEW COSIP: 98157D106 Shares/Par: 300 Exchange: NQB Page 2 21-2002-0999 292.00 161,526.40 30,010.00 96,050.95 151,857.50 10,543.52 6,135.00 7,705.75 24,800.00 8,316.00 8,990.28 110.96 242.85 25.95 Estate of: Hunt, Mary T. Page 3 21-2002-0999 Schedule B -- Stocks & Bonds Item No. Description Value at Date of Death 30 METLIFE INC CUSIP: 59156R108 Shares/Par: 10 Exchange: NYSE 242.95 TOTAL. (Carry forward to main schedule) . . . . . . 506,850.11 REV-1508 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Hunt. Mary T. FILE NUMBER 21-2002-0999 Include the proceeds 01 litigation and the date\he proceeds were receivecI by the estate. All property jolntly-owned wIth the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. A11first Bank Checking - Acct. #0028857844 VALUE AT DATE OF DEATH 20.0B7.43 2 A11first Bank Savings - Acct. #870057004346B7 1.127.1B 3 PNC Bank - Checking account #5080535365 6,138.25 4 PNC Bank - Checking account #5140085061 8.794.79 5 PNC Bank - Savings account #5130047571 28,093.40 6 Ryan Beck &. Co. - Money Market checking Alliance Govt. Reserves, CUSIP USD999-99-7 9,049.19 2W46AD2.000 TOTAL (Also enter on line 5 Recaoilulation) $ (11 more space is needed, insert additional sheets of the same size) 73.290.24 REV.1509 EX + (1-97) COMMQN\NEALTH OF PENNSYLVANIA tN-iERITANCE TAX RETURN RESI[ENT DECEDENT ESTATE OF Hunt, Mary T. SCHEDULE F JOINTLY -OWNED PROPERTY FILE NUMBER 21-2002-0999 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT{S) NAME A. Eaton, Mary H ADDRESS RElATlONSHIPTO DECEDENT Daughter 50 N. Grantham Road Di11sburg, PA 17019 B. c. JOINTL Y-OWNED PROPERTY: CEnER DATE DESCRIP1l0N OF PROPERlY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of finantial iMlltu\lon and barl\l. 8tco1lm number or DAiE OF DEATH DEClYS VALUE OF NUMBER ,,- JOINT similsridentif inn number. Attach deedfor.oinlly-held real eslsle. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A 06/05/1996 Savings account with 3,909.24 50.00 1,954.62 Citizens Bank, Acct. No. 6140-221226 TOTAL (Also enter on line 6 Recanitulation\ $ 1,954.62 2W46AE2.000 (If more space is needed, insert additional sheets of same size) REV-1511 EX+(1-97) COMMQN'VVEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hunt, Mary T. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2002-0999 Debts of decedent must be reDorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fairchild Sons Funeral Home 6,470.00 B. ADMINISTRATIVE COSTS: 0.00 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative{s) Street Address City Stale Zip Year{s) Commission Paid: 2. Attorney Fees Name: Nauman, Smith, Shissler r. Hall 5,627.57 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 535.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Deluxe - Charge for Estate checks 109.08 8 Mary H. Eaton - Reimbursement of funeral expenses 3,074.07 9 Mary H. Eaton - Reimbursement of expenses 989.10 10 The Sentinel - Publication of estate notice 71.33 11 Cwnberland Law Journal - Publication of estate notice 75.00 12 Mary H. Eaton - Reimbursm.ent for headstone engraving 175.00 TOTAL (Also enter on line 9, Recapitulation) $ 17,126.15 2W46AG2.000 (If more space is needed, insert additional sheets of same size) REV-1M2 EX ~ (1-97} COMMONINEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECE.DENr ESTATE OF Hunt, Mary T. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER n-2002-0999 Include un reimbursed medical exnenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Yellow Breeches EMS, Inc. - Ambulance transport 117.60 2 NeighborCare - Payment for medications 1,106.99 2W46AH2,OOO TOTAL tAlso enter on line 10, Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 1,224.59 REV.1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hunt Marv T SCHEDULE J BENEFICIARIES NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Eaton, Mary H 50 N. Grantham Road Di11sburg, PA 17019 1. 2 Hunt Trust, Mary T. c/o David C. Eaton, Trustee 50 N. Grantham Road Di11sburg, PA 17019 FILE NUMBER 21-20n2_noo' RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Trust AMOUNT OR SHARE OF ESTATE 1,954.62 930,018.42 ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 2W46AI1,OOO TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTlONS ON LINE 13 OF REV-1500 COVER SHEET (If more space IS needed, msert additional sheets of the same size) $ 0.00 I, MARY THOMPSON HUNT, of Garden City, County of Nassau, II State of New York, do hereby make, publish and declare this I' ,I to be my last will and Testament. revoke any and all wills and codicils 'I FIRST: I hereby \l heretofore made by me. " SECOND: I give, II il whether real or personal, or af any other nature whatsoever I! and wheresoever situate, of which I may die seized or ,~possessed, and including any property with respect to which I, 11 I may have a power of appointment, to my Trustee, herein- i after named, to hold, manage, invest and reinvest the same Ii II for and during the life of my daughter MARY ELIZABETH EATON, 'I and during such period to pay over the net income therefrom 1\ II at least quarterly to my said daughter.. iI ij devise and bequeath my entire estate, On the death of my daughter, I direct my , II Trustee to pay over the net income therefrom to such of her II : children as shall then be living until the last such child 'I 'I shall have attained the age of thirty (30) years, or until II ,the last of her children shall have died without having I, ,; 'I attained the age of thirty (30) years. I' 'I Ii Upon the last of the children of my daughter having attained the age of thirty {30) years or upon the i:' " ildeath of all of her children without having attained the age l\Of thirty (30) years, I direct my Trustee to pay over the Ilbalance of principal then remaining in his hands, and any II income accumulated or accrued thereon per stirpes to such of II the issue of my daughter as shall then be living. iI During the term of the trust hereinabove :1 \!Created, I authorize and empower my Trustee at any time, and ii I " 'i II I: 'I Ii II from time to time, to payor apply such amount of the corpus 11 thereof to or for the benefit of such of the persons then l\entitled to the income therefrom as such trustee in his II absolute discretion shall deem necessary or appropriate to Ii !(provide for the health and welfare of such beneficiary. Such I payn1ents from corpus shall be absolute and free from all I II I(rust and the judgment of my Trustee as to the amount of such I jlpayrnent, the advisability thereof and the beneficiary to WhOm\ \\SUCh payment is made shall be final and conclusive upon all liparties interested or who may become interested in my estate ,ior said trust. i: THIRD: I nominate, constitute and appoint my Ii iidaughter's husband, DAVID C. EATON, to be Executor of this II limy last Will and Testament and Trustee of the trust herein l!created- In the event the said David C. Eaton should ipredecease me, or for any reason fail to qualify or cease h lito serve as Executor or Trustee, then I hereby nominate, IIconstitute and appoint the COMMONWEALTH NATIONAL BANK, of " IIHarrisburg, Pennsylvania, as such Executor or Trustee. !) I direct that no bond or other security be re- 'I \i Iquired of any Executor or Trustee serving hereunder in II I' i;any jurisdiction in which such Executor or Trustee may II l\qualify, serve or seek to serve. FOURTH: In addition to and not in limitation of the IIPowers l!herebY It from time to time conferred upon trustees by law, I grant to my Trustee the following powers: A. To invest and reinvest in such securities )jor other property, real or personal (whether wi thin or liwithout the United States), and to retain any property at any \1 ;i -2- I Ii time received or held by the Trustee hereunder for such Ilperiod, as the Trustee shall in his sole discretion 'I determine, whether or not the same be income producing. ~ B. To sell, pledge, lease or exchange, or to grant ! options for the sale, pledge, lease or exchange of any I I' property, real or personal, at any time received or held o Ii by the Trustee, for any purpose. FIFTH: In the event any remainderman hereunder should Ii at the time of the termination of the trust herein created ~ II be a minor, then I direct that his interest shall vest in d such remainderman but the possession, management and control ij !i thereof may be retained by my Trustee during such remainder- , iimanls minority, and during such period of retention, I ii !I authorize and empower my Trustee to expend so much of the iI income and principal as he in his absolute discretion may I " deem necessary or appropriate to provide for the support, ~ . I! maintenance and education of such remainderman. The il balance of principal and income remaining at the time such i remainderman shall attain his majority shall be paid over ,! if absolutely and outright to such remainderman or to his executor or administrator if such remainderman should die before attaining his majority. In making expenditures for the benefit of such remainderman, my Trustee may make payments directly to him or to his parent or guardian or may make direct application to his use, and the receipt of the person receiving any such payment or application shall constitute full and sufficient acquittance and discharge of my Trustee for any payment or application so made. -3- SIXTH: I direct that any and all estate in- !i heritance, succession I: I! passing under this my or other like taxes upon property last Will and Testament or otherwise Ii included in my taxable estate be paid out of the residue of my estate as a general expense of administration and II , without apportionment. IN WITNESS WHEREOF, I have hereunto set my hand Ii and Ii One !i seal this <.:.: / day of )//,.i'((f in the year Thousand Nine Hundred and Seventy-Five. i. /.1.. THE FOREGOING WILL was on th~ ;L J day of II>( ~_,"J'~ 1975, signed, sealed, published and declared by the above named Testatrix as and for her last Will and Testament in the presence of us and of each of us and we at her request and in her presence and in the presence of each other have hereunto subscribed our names as attesting witnesses thereof the \1 day and year last above written. ,r u;J( &rc of .30 C 1Ps:"c ,\ -f 7), ! '( q/cl 8e-/!..(''IT' AJ y (/g,,,.-! STY'..+- !il.. wi/I"w Gh...}"" (7~. fJ_l.f. 1/::r3o of ( ~,~. ----':'" -.(....Q-1... / ("~~ ...-) r\ .j ~' :-.~ "'-.. ", ~ '""-.._-----------~" ------. .-~ "':-r.," of 4(, "--)C 0 \ ~~ _~~ o. ,'; \.,~"~:. \, ~---s\<,~.,", \::l 'k_\ '-\ ",v.... , ' Ii I: :' ., -4- '&, hi '" ..,; 'i\- s ~ H " '0 p, '3 ~ :?, \';. ~ '" () ? Ul H C " ~ t'l . - r 0 Ul ~ ~ r' hi '" ;e o . '" ~ " 0 " rl M ~ ~ l" hi '" 1- ~ 'Z ~ hi ~ c 0 ~ . . ~ < .0 y .... 'i.( --I - . " '5 !\ ~ "\ - ,. z ... Cm-'lMO!'\WEAI_TH OF PENNSYlVAN'A DEPARTMENT OF REVENUE BURE,tl,U OF INDIVIDUAL TAXES DEPL 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EATON DAVID C ESQUIRE POBOX 840 HARRISBURG, PA 17108-0840 --------Iold ESTATE INFORMATION: SSN: 069-14-3639 FILE NUMBER: 2102-0999 DECEDENT NAME: HUNT MARY THOMPSON DATE OF PAYMENT: 01/15/2003 POSTMARK DATE: 01/14/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/23/2002 NO. CD 002050 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $35,000.00 I I I I I I I I TOTAL AMOUNT PAID: $35,000.00 REMARKS: DAVID C EATON CHECK#1007 SEAL INITIALS: CW RECEIVED BY: TAXPAYER DONNA M. OTTO DEPUTY REGISTER OF WillS o PNCBAN< December 4, 2002 Nauman Smith Shissler & Hall Attn: David C Eaton 200 NThird St lSd>Fl POBox 840 Harrisbura. P A 171 08-0840 RE: Estate of Mary Thompson Hunt (Deceased) SSN:069.14-3639 DOD: 10-23.2002 scp Dear Mr Eaton: In ~sponse to your request for Date of Death balances for the customer noted above, our records show the following: Cheekiaa Aceount Accounl#5080S3S36S Established 04-06-1995 MARY TIlOMPSON HtJNT DaD balanl:e: S6.138.2S + SO.OO accrued interest Accowt#5140085061 Established OS-12-1986 MARYTHUNT " 000 balance: $8,793.56 + S1.23 accrued interest ~ Savings AecoWlt Established 05-12-1986 MARY T HUNT 000 balance: $28.084.09 + $9.3 1 accrued interest 0' Account#S 1 30047571 h.-;' Please note that this office only provides date of death balances for deposit accounts (1RAs. CDs. Checking and Savings accounts). We do not process any financial trlnS8Qt101l5 Or provide statements. If you. need assistance with any ofthcse items, please call1-888-PNC-BANK (1-888.762-2265) or stop by your local PNC Bank branch office. ~. cetCly, . ;t L~~ L 'cs L Schleacl --~- PNe Decedent Reporting Fintside Center 500 Flm Ave, 4" FI CIF Pitbburgh PA 15219.3128 1-800-762,1715 Member FDIC TOTAL P.01 s:. -/ !l allftrst December 6, 2002 Nauman, Smith, Shissler & Hall, LLP Attn: David C. Eaton 200 North Third St., 18'" Floor P.O. Box 840 Harrisburg, Pennsylvania 1 7108-0840 RE: Estate of Mary T. Hunt Date of Death: October 23, 2002 Sodal Security Number: 069-14-3639 Dear Mr. Eaton: DEe , Allfir~t Financial Center N.A. PO. Box 900 l\'lillsDot'O. DE 19966 In response to your request, please be advised of the following accounts the above-named decedent had with this bank and the balances on the date of death. 1. Account Type........................... Golden Age Checking Account Account Number....................... 0028857844 Ownership (Names 01)................ Mary 1. Hunt; David C. Eaton, POA Opening Date........................... 07/28/90 Balance on Date of Death........... $ 20,086.46 0.97 20,087.43 Accrued Interest...................... Total............................. ......... $ 2. Account Type........................... Statement Savings Account Account Number....................... 87oo57004346B7 Ownership (Names 01)................ Mary T. Hunt Opening Date........................... 12/13/94 Balance on Date of Death........... $ 1,127.02 Accrued Interest....................... 0.16 Total......................................$ 1,127.18 S' ..... ':P"~~ o ('l e ...<o'!2+o ~ ~ ~~. ':P" 'Oage.':P"O':P"g ,.....qjj p ~ 0 ?l 0 0 %e.~e.%<t%B ~~'!2+~a9ai '!2+ g ~ g ~i~ ....., ~ O?l"'?l~~o;::,:a -' '" ~. '" \~ p.. ~ 0' v 0 ';::$ 0 v ('l o ...., I]Q ...., ... 0'000 g'Og g ~ (j ~ ~ rz (/'J ~ ~ ~ \ ~ ....., ~ o~~ f/l f/l a.. 0-.. ....., ~ _ _ v~ - 0 f/l",f/l",~OOI v:> V1 '? V1 ;;. ~... N o-..~Ij.)~';::$-'t';::. v:>o-..-~~ ~':P"N N - o-.....-IN .~ 0-.. ;:e tn ~ ~ Date of Death: valuation Date: processing Date: 1) 2) 3) Estate Valuation 10/23/2002 10/2312002 12/02/2CQ2 Sstate of: Estate of Mary T. Hunt Report Type: Date of Death Number of Securities: 28 File 10: Hunt Estate Shares or Par Security Description Mean and/or Div and Int Security Adjustments Accruals Value High/Ask Low/Bid AGERE SYS INC (00845V100) NYSE'. 10/23/2002 0.93000 0.88000 H/L 0.905000 3.62 105 AGERE SYS INC (00845V209) C1 B NYSE 10/23/2002 0.94000 0.89000 H/t 0.915000 96.08 1400 ALLIANCE NATL MUN INCOME FD (01864UI06l NYSE 10/23/2002 13.50000 13.32000 H/t 13.410000 18,774.00 4) 600 AMERICAN ELEC PWR INC (025537101) NYSE 10/23/2002 22.19000 21.01000 H/L 21. 600000 12,960.00 5) 200 CISCO SYS INC (17275RI02) NASDAQ 10/23/2002 11.37000 10.89000 H/t 11.130000 2,226.00 6) 200 CITIGROUP INC (172967101) NYSE 10/23/2002 35.54000 33.40000 H/L 34.470000 6,894.00 71 4701 FT (30266E5431 UT GNMA79RE eM OTC 10/23/2002 9.88000 Bid 9.880000 46,1\45.88 Carryover & daily interest: 244.92 Int: 0.05945 Ex: 09/27/2002 Rec: 10/01/2002 Pay: 10/31/2002 279.47 81 1725 FEDERATED EQUITY FOS (314172669) KAUFMANN CL B NASDAQ 10/23/2002 3.60000 Bid 3.600000 6,21(LOO 91 23278.502 FEDERATED INVT SER FDS INC (31420F202) SO FD CL 9 SHS NASDAQ 10/23/2002 8.25000 Sid 8.250000 192,047.64 10) 11) 12) 1000 FORD MOTOR CR CO (345397202) NT SR 7.375 NY5E 10/23/2002 21.85000 21.45000 H/L 21.650000 200 GENERAL ELEe CO (36%G4103} NYSE 10/23/2002 27.00000 26.10000 H/L 26.550000 21,650.00 5,310.00 Div: 0.18 Ex: 09/25/2002 Rec: 09/27/2002 Pay: 10/25/2002 2000 GENERAL MTRS CORP (370442758) NT SR 7.25%52 NYSE 10/23/2002 36.00 23.85000 23.27000 H/:W 23.560000 4I,120.:l0 ,his report ".-idS ::::-oduced ;,-ji::h Sst3.tel.'al, 3. produc:: or ':::st3te -,'a.i.u2cions ~r-=-c:..r.g Systems, ::rcc. I: '/0'.1 have questions, ?.L<2ase:oflt-;ct 2VP 2ystemsE 818', 31"2-630;:;. ?evision ;.).~.~ tage 1 0/23/2002 0/23/2002 2/02/2002 Estate of: Estate of Mary T. Hunt Report Type: Date of Death Number of Securities: 28 File IO: Hunt Estate Date of Death: valuation Date: processing Date: 13) 14) 15) 16) 17) 18) 19) 20) Shares or Par Security Description Mean and/or Div and Int Security ~djustments Accruals Value HighlAsk LowlBid 200 INTEL CORP (458140100) NASDAQ 10/23/2002 16.28000 15.02000 HIL 15.650000 3,130.00 200 J P MORGAN CHASE & CO i46625H100) NYSE 10/23/2002 19.86000 18.91000 HIL 19.385000 3,877.00 Div: 0.34 Ex: 10/02/2002 Rec: 10/05/2002 Pay: 10/31/2002 68.00 ~oo LUCENT TECHNOLOGIES INC (549463107) NYSE 10/23/2002 0.77000 0.69000 H/L 0.730000 292.00 11200 MONIYIELO PA INSD FD (62630Vl09\ NYSE 10/23/2002 14.42000 14 .26000 H/L 14 .340000 160,608.00 Div: 0.082 Ex: 10/16/2002 Rec: 10/18/2002 Pay: 10/30/2002 2000 NUVEEN QUALITY PFD INCOME FD 2 (67072C105) NYSE 10/23/2002 15.01000 918.40 15.00000 :ilL 15.005000 30,010.00 B345 OPPENHEIMER MULTI ST MUNICIPAL (683940100) PA MUN FD CL A NASDAQ 10/23/2002 11.51000 Bid 11.510000 96,050.95 13205 OPPENHEIMER MULTI ST MUNICIPAL (683940209) PA MUN fD CL B NASDAQ 10/23/2002 11.50000 Sid 11 .500000 151,857.50 721.512 PIMCO FDS PAC INVT MGMT SER (693390437) TOTAL RET CL B NASDAQ 10/23/2002 10.68000 Bid 10.660000 7,705.75 21) 10000 PARKLAND PA SCH DIST G.O. BaS (701383GW5) FT Intr. DTD: 04/01/1998 Mat: 09/0112013 5% 10/23/2002 104.83800 104.58800 AlB 104.713000 10,471.30 lnt: 09/0112002 to 10/23/2002 72.22 22) 200 PFIZER INC (717081103) NYSE 10/23/2002 31.20000 30.15000 H/L 30.575000 6,135.00 23) 1000 PROVIDENT FINL GROUP INe {743866204) SR NT 8.375 32 NYSE 10/23/2002 24.90000 24.70000 HIL 24.800000 24,800.00 24) 1200 SCUDDER INTER GOVT TR (811163104) NYSE 10/23/2002 6.99000 6.79000 H/L 6.890000 8,268.00 Div: O>O~ Ex: 10/15/2002 s'ec: 10/17/2002 Pay: 10/]112002 48.00 25) 678 SUNAMERICA STYLE SELECT SER (86703Y823] ~OCUS LC? GR A NP,SDJI.Q 10/23/2002 ~3 26000 8id 13.::60000 3,990.:28 ?age 2 ~h~s ceDc~t ~as ?rcduceo 1i:~ ~stateVa1, a orcduc~ of ~state Valuations & ?l"2a.s'O'- -::cno'::t. C:'H? Systems at :318;' )i.J-6J~D. ?~~~~~~i~~s~~~~:) Inc. If fOU ~ave ~uesLicns, Date of Death: valuation Date: processing Date: 10/2312002 10/23/2002 12/02/2002 Shares or Par Securi ty Description High/Ask 261 8 TRAVELERS PPTY CAS CORP NEW (8942QG109) NYSE: 10/23/2002 14.53000 271 17 TRAVELERS PPTY CAS CORP NE:W (89420G406) C1 B NYSE 10/23/2002 14.72000 281 300 TIlORLDCOM lNC GA NEW (~6157DI06) NQB 10/23/2002 0.08700 Total Value: Total Accrual: Total: $873,979.77 ?aqe :3 This :'eport ''',as ;Jroduced '.vic:-: :::SL:2teVa.':', 3 ?roduc: ;of Ssta1:e '..'3.L:atio(ls olease =Qn~~c~ ~~? ~J5te~s ~L: ,913) 212-5308. Low/Bid 13.21000 H/L 13.85000 H/L 0.08600 AlE Estate of: Estate of Mary T. Hunt Report Type: Date of Death Number of Securities: 28 File 10: Hunt Estate Mean and/or Div and lot Adjustments Accruals 13 .870000 14 .285000 0.086500 $1,667.01 ?~~~~7~i~~S~~~~~, I~c. Securit1' 'Jalue 110.96 242.85 25.95 $872,312.76 If JOG ~ave ~uesticn3, --- Date ot Death: Valuation Date: processing Date: Shares or Pa! 1) 10/23/2002 10/23/2002 12/05/2002 Security Description Estate Valuation High/Ask 24.742 SXXON MOBIL CORP (30231GI02J NYSE 10/23/2002 Total Value: Total Accrual: Total: $856.20 :his c€PO::"::,12::. produced ",'l t;, ::::';t;3t21./,;1, ~ lease :8:-': ,ct 3S.2liOOO ?age 1 LoW/Bid 33.91000 HlL Report Type; Date of Death Number of Securities: 1 rile ID: Hunt Mean andlor Div and Int Adjustments Accruals 34.605000 security Value 856.20 $856.20 $0.00 af Estate )a~uations Pr~cing S~5tems, ~nc. "'"te"'5 -,t ,:818! ::12-ii300. ?'e1.'isi~n "'.~.~\ JOU ~ave ~uestlor.s, Estate valuation Date of Death: Va~uation Date: processing Date: 10/23/2002 10/23/2002 07/03/2003 Report Type: Date of Death Number of Securities: 1 File ID: Hunt Met Life Shares or PaL" Security Desc.ription High/ASk Low/Bid Mean and/or Div and Int Adjustments Accruals security value 11 10 METLIFE INC \5915uR108) NYSE 10/23/2002 24.71000 23.88000 H/L 24.295000 242.95 Total Value: Total Accrual: Total: $242.95 $242.95 $0.00 ?age 1 T~is ~epOL"t was produced ~ith SstateVal, a oroduct of Estate Valuations Pricing Systems, Inc. If you have questions, please -:::or.ta,ct EVP systems at 1:818) 313-6300. (Revision 6.4.1) Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Mary T. Hunt also known as No. 21-2002-0999 Date of Death: October 23, 2002 Deceased Social Security No.: 069-14-3639 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situzte and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa.C.S. §4904 relating to unsworn falsifcation to authorities. Name of Attorney: David C. Eaton, Esquire l.D. No.: 07169 Address: 200 N. 3`d Street, 18`'' Floor P. O. Box 840 Harrisburg PA 17108-0840 Personal epr sentative: /~ l[/ ~~ David C. Eaton Dated: July 3, 2003 Telephone: (717) 236-3010 Description Value Various stocks and bonds $874,835.97 Savings account with Citizens Bank held jointly with daughter $1,954.62 Allfirst Bank Checking $20,087.43 Allfirst Bank Savings $1,127.18 PNC Bank Checking (2 accounts) $14,933.04 PNC Bank Savings $28,093.40 Ryan Beck Money Market $9,049.19 MetLife Trust Shares ,: ,, $242.95 t - ' rl ~'. ,. ~ ~ F Total: $950,323.78 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: EATON DAVID C ESQ 200 N THIRD ST 18TH FLOOR HARRISBURG, PA 17101 fold TOTAL AMOUNT PAID: REMARKS: DAVID C EATON ESQUIRE SEAL CHECK# 1015 INITIALS: VZ RECEIVED BY: DONNA M. OTTO AMOUNT $5,188.79 DEPUTY REGISTER OF WILLS PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER REV-1162 EX111-96) N0. CD 002804 REGISTER OF WILLS ~ ~~ - ~9 - O COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 171zs-oboe pppRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 E% ~FP (01-03) DATE 08-25-2003 ESTATE OF HUNT MARY T DATE OF DEATH 10-23-2002 FILE NUMBER 21 02-0999 - COUNTY CUMBERLAND DAVID C EATON ACN 101 50 N GRANTHAM RD Amount Remitted DILLSBURG PA 17019 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------------------- -------------------------- --------------------------------------- 01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -------------------- 0 REV-1547 EX AFP ( DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARY T FILE N0. 21 02-0999 ACN 101 DATE 08-25-2003 ESTATE OF HUNT TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN Op NOTE: To insure proper 1. Real Estate (Schedule A) (1) _ 92 078 875 credit to your account, (2) 2. Stocks and Bonds (Schedule Bl _ . , 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) , 0 0 of this form with your (4) 4. Mortgages/Notes Receivable (Schedule D) . 73 24 290 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) , . 6 2 954 1 (6) 6. Jointly Owned Property (Schedule F) . , 00 (7) 7. Transfers (Schedule G) . (8) 950,323.78 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 17,126.15 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 59 224 1 (10) Debts/Mortgage Liabilities/Liens (Schedule I) 10 . , 7 4 35D 18 . 11. Total Deductions (11) (12) . . 931,973.04 12. Net Value of Tax Return vernmental Bequests; Nonelected 9113 Trusts (Schedule J) (14) /G bl t .00 04 931 973 o e a 13. Chari . , Net Value of Estate Subject to Tax 14 . NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will tal of ALL returns assessed to date. t o reflect figures that include the ASSESSMENT OF TAX: (15) , 00 X 00 = . 00 15. Amount of Line 14 at Spousal rate 931,973.04 X 04 5. 41,938.79 Amount of Line 14 taxable at Lineal/Class A rate (16) 16 12 00 - ,00 . Amount of Line 14 at Sibling rate (17) 17 X . 15 00 _ .00 . ount of Line 14 taxable at Collateral/Class B rate (18) A 18 . X _ 938.7 9 41 m . (1 , 9)- 19. Principal Tax Due rnin~n~ ^----- - DATE NUMBER INTEREST/PEi ~ 842.11 01-14-2003 CD002050 .00 07-14-2003 CD002804 AMOUNT PAID J, V v v. v v 5,188.79 TOTAL TAX CREDIT 42,030.90 BALANCE OF TAX DUE 92.11CR INTEREST AND PEN. .00 TOTAL DUE 92.11CR ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~ G" STATUS REPORT UNDER RULE 6.12 Name of Decedent: Maw T. Hunt Date of Death: October 23, 2002 Will No.: 21-2002-0999 Admin. No.: - Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned Estate: State whether administration of the Estate is complete: Yes X No. 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties m interest? Yes X No d. Copies of receipts, releases, ioinders and approvals of formal or informal accounts maybe filed with the clerk of the Orphans' and maybe att d to this report. ~' ~ ~- Date: April 30, 2004 David C. Eaton Esquire Nauman, Smith, Shissler & Hall, LLP . 200 N. 3Td Street, 18`'' Floor P. O. Box 840 Harrisburg PA 17108-0840 t. Capacity: X Personal Representative and X Counsel for Personal Representative IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA and the Mary Thompson Hunt Trust Under Will Orphans Court No. 2002-00999 NOTICE OF APPOINTMENT OF SUCCESSOR TRUSTEE TO FILL VACAN BY UNANIMOUS WRITTEN AGREEMENT OF QUALIFIED BENE~ICIARI~; __, =4 __. PURSUANT TO 20 PA.C.S.A. 7764(c)(2) `-~ ~ == `'` ` ti~'r fy ~~ ~ T^. ,~~... ~ LJ _. TO THE CLERK OF THE ORPHANS COURT: ?~~ " -.. = ~~'= ~~ ~- ;~ ~-, --r~ BACKGROUND: c.~ Mary Thompson Hunt, Grantor of the Mary Thompson Hunt Trust Under Will, died on October 23, 2002, leaving a Last Will and Testament dated March 21, 1975, and entered for probate with this Court on November 5, 2002. A copy of said Will is attached hereto as Exhibit "A" and incorporated herein by reference. 2. Mary Thompson Hunt's Will established a Trust (hereinafter "Trust") and appointed her daughter's husband, David C. Eaton, as Trustee of the Trust. 3. The Trust provisions directed the Trustee to invest the entire estate, whether real or personal, to hold, manage, invest and reinvest the same for and during the life of Grantor's daughter, Mary Elizabeth Eaton, and during such period to pay over the net income therefrom at least quarterly to Grantor's said daughter. 4. The Trust corpus is currently held in an Individually Managed Account (hereinafter "IMA") at LeTort Management and Trust Company, 3130 Morningside Drive, Camp Hill, PA 17011 (hereinafter "LeTort") pursuant to a custody arrangement between David C. Eaton, Trustee, and ~~ . LeTort. The market value of the IMA account is currently Eight Hundred Sixty-Six Thousand Six Hundred Sixty-Three and 12/100 Dollars ($866,663.12). 5. Mary Thompson Hunt's Will provided that in the event David C. Eaton should cease to serve as Trustee, Commonwealth National Bank of Hamsburg, Pennsylvania would serve as successor Trustee. 6. David C. Eaton died on January 19, 2012 and BNY Mellon, as successor to Commonwealth National Bank, rej ected the successor trusteeship pursuant to 20 Pa.C.S.A. §7761(b) in a writing dated February 14, 2012. A copy of the Rej ection is attached hereto as Exhibit "B" and its contents are incorporated herein by reference. 7. The proposed Successor Trustee to fill the vacancy created by the death of David C. Eaton and. the rejection by BNY Mellon, is David C. Eaton's son, William D. Eaton, 17 Hardwicke Place, Rockville, Maryland 20850. William D. Eaton is also the son of Mary Elizabeth Eaton and grandson of Mary Thompson Hunt. William D. Eaton's interest in the Trust is that upon the death of Mary Elizabeth Eaton, the balance of the principal and any interest accumulated or accrued will be distributed equally to William D. Eaton and his sister, Gail H. Eaton. 8. Even though a beneficiary under the Trust, William D. Eaton can qualify as a Successor Trustee because he fits within the exception to prohibition against beneficiaries serving as trustees described in 40 Pa. C.S.A. §7506(b)(1) which allows such an appointment when, as required by 20 PA.C.S.A. §7764(c)(2), all beneficiaries of the Trust must agree to his appointment. 9. Mary Elizabeth Eaton, William D. Eaton and Gail H. Eaton, are the Trust qualified beneficiaries as that term is defined in 20 PA.C.S.A. § 7703 and unanimously agree to the appointment of William D. Eaton as Successor Trustee. The written agreements of all qualified 2 beneficiaries to the appointment of Successor Trustee are attached hereto as Exhibit "C" and their contents are incorporated herein by reference. 10. William D. Eaton's written acceptance of his appointment as Successor Trustee is attached hereto as Exhibit "D" and its contents are incorporated herein by reference. WHEREFORE, William D. Eaton is appointed Successor Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Mellon's rejection of trusteeship. NAUMAN, SMITH, SHISSLER & HALL, LLP B ~ Suzanne Friday, Esquire Supreme ourt ID# 201873 200 North Third Street, P. O. Box 840 Harrisburg, PA 17108-0840 Telephone: (717) 236-3010 Legal Counsel for the Mary Thompson Hunt Trust Under Will Date: February 28, 2012 VERIFICATION I, Suzanne S. Friday, do hereby state that the statements set forth in the foregoing Petition for Appointment of Successor Trustee to Fill Vacancy By Unanimous Written Agreement of Qualified Beneficiaries are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904 relating to unsworn falsification to authorities. i r ~-C' Suzann. Friday, Esquire Dated: ~ " d~Ga 4 r ~ c `d C o Z =;a Z ? ~ O '~ ~ (~ i g~~ a s z e a R a P H ' _~ M EXHIBIT 9 y ~y M x H I, 1fARY TSONlPSON HONT, of Garden City, County of Nassauf State Of Aer York, do hereby make, publish and declare this t to be my last rill and Testament. FIRST: i hereby revoke any and all rills and codicil4 heretofore made by ma. SECOND: I give, devise and hegaeath my. entire eatate,l whether real or personal, or of any other nature whatsoever and wheresoever situate, of rhfoh i slay die seised or possessed, and including a~- prop~y rich respect to which I may have a poster of appointment, to my Traatee, herein- t~ after named. to hold, manage, invest and reinvest the same ' for and during the life of mY daughter 1~RY &I.IZ1lBETH EATpg, . and during such period to pay over the nst inoome therefromn I at least quarterly to mg said daughter. On the death of my daughter, I direct my Trustee to pay over the net income therefrom to such of her children as shall then ba living until the last such ohild shall have attairmd the age of thirty (BO) years, or until the last of her children shall have died without having attained the age of thirty (30) years. Upon the last of the children of my daughter having attained the age of thirty (30} years or upon the i death of all of her .ohildren rithou* having attained the age of thirty (30) years, I direct mY Trustee to pay over the balance of principal then remaining in his hands, and any lincome acetianulated or accrued thereon per st s to anch of i the issue of mY daughter as shall then ba living. During the teen of the treat hereinahove created, I anthoriae and empower my Trustee at a~ time, and I gfram time-to time. to pay er apply_suek amount of the corpse thereof • to or. for. the benefit of such of the persons then Mentitlea to the income therefrems.as.anoh trustee is his ! fabsolnte discretion shall deems neoQeaary or appropriate to ' Aprovide for the health and welfare of auch.benefieiary. Such .~pnymenta frame corpus shall be absolute and free from all rtruat and the jndgme~nt of my Trustee as to the amount of such) Apyyment, the advisability thereof and the beneficiary to wham such payment is made shall be final and coneinaive upon all i parties interested or who may beccmra interrested is my estate or said trust. THIRD: I namuinate, oonstitute and appoint ~ i daughter's husband, DA4ID C. EATOE, to be Executor of this ! last Will and Teatameslt sad Trustee of the trust herein i created. In the event the acid David C. .Eaton should I ~edeaease me, or for any reason fail to qualify or Deese l pto serve as Executor or Trustee, then I hereby nominate, ' constitute and appoint the CO~TIiQSALTH IQATIONAy BANK, of i Harrisburg, Pennsylvania, as such Executor or trustee. ! I direct that ao bond or other security be re- • ed of any Executor or Trustee serving hereunder in jurisdiction in which such Executor or Trustee map ~ n7•j.fy, serve or seek to serve. FOURTH: In addition to and not in limitation of the ' ppowers fry time to 'time conferred upon trastees bq law, I ~ -hereby grant to my Trststee the follas-ing powers: i ~,. To unrest and reinvest in shah securities i . _ other ProPertl'. real or personal (whether within or ithont the United States), and to retain any property at anp -2- r. ~i time received or held by the Trustee hereunder for such period, as the Trustee shall in his sole discretion determine, orhether or not the same be income producing. B. To sell, pledge, lease or exxuhange, ar to grant} woptions for the sale, pledge, lease or exchange of any ~ProPartl'. real ar persona]., at any time received or held I ~by the Trustee, for any parpoae. FIFTB: In the event any remainderman hereunder should i at the time of the terminatiaa of the trust herein created be a minor, they I direct that his interest shall veBt in shah r~aiaderman but the possession, aanagement and, control) ther~f may be retained by my Trustee during such remainder-I man's minority, and during such period of retention, i authorise and es<power my Traatee to expend so much of the i income and principal as he in his absolute discretion may i deem necessary ar appropriate to provide for the support, ' maintenance and education of each re®si „~..,,..., . Tha balance of principal and income remaining at the time auoh ! remaindermsn eha~ll. attain his majority ahali be paid over ~ 1 absolutely and outright to such remainderman or to his f • axecnt:or or administrator if such remainderman should die before attaining his majority. r i In making expenditures for the benefit of such i remainderman, ay Trustee may make payments directly to him ar to his parent or guardian ar any make direct application ~ ~'to his use, and the receipt of the person receiving any I such payment ar application shall conatituta full and sufficient acquittance and discharge of my Trustee for any ; payment or application so lade. -3- j •- _. .. , ~~ - ~ -- ... - __ -- --- -~-- -- --- I tl 6I%TH: I direct that any and all estate in- ' heritaace, succession ar other li]ca taxes upon property ~ passing under this my last Hill and Testament or otherrlaa i included in my taxable estate be paid out of the residue i ~af mY estate as a general expense of administration and ~ nithout apportianmaat. j 1111 ~ N~~SS NBERHOF, I have her/a~into set my hand 11 and seal thi~~~ day o! 7~1~'~~ in the year i one Thousand Hine Hundred and Seventy-Five. ~ I TH8 FORBGOIHG era on the ~I day of ~t 1975, signed, sealed, published and declared by the above named Testatrix as and for her last Hill and Testament in the presence of us and of each of ua and toe at bar request and in her presenoe and in the preseaca of each other - have hereunto subscribed oar names as attesting witnesses thereof the day and year last above rrittea. r,~• V~ of 3.~' C R'sc~~ "~" ~o / t~ 61~~ Pa~,,~y,(gd~~ ~((a w S'free~ of S ~- W' ~ GAro~r~+ CT3`~ N-4. /IT~b -4- DECLINATION OF TESTAMENTARY TRUSTEE To Whom It May Concern: Commonwealth National Bank, N.A. (n/k/a BNY Mellon, N.A.), by and through the undersigned, one of its duly authorized officers, hereby declines its right to administer any and all trusts created under the Last Will and Testament of Mary Thompson Hunt dated March 21, 1975. Dated: February 14, 2012 BNY Mellon, N.A. BY~ ~ ~ ~~ gela R. Thompson Vice President On this, the 14th day of February, 2012, before me Bridget Q. Casher, the undersigned officer, personally appeared Angela R. Thompson, known to me to be the person whose name subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. SWORN TO AND SUBSCRIBED This 14th day of February, 2012. Notary Public COMMONViIEALTH OF PENNSYLVANIA Notarial Seal Bridget Q. Casher, Notary Publk City d Harrisburg, Dauphin County My CommissWn Expires June 1, 2014 Member, pennaylvanla Acsocfattar d Nom My commission expires on: ~ ~ ~ << Z ° t~ EX ~~ ~~ EXHIBIT C IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased :Orphans Court No. 2002-00999 AGREEMENT OF QUALIFIED BENEFICIARY I, William D. Eaton, pursuant to the requirements of 20 Pa.C.S.A. §7764(c)(2), agree to my appointment as Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Mellon's rejection of trusteeship. (Signature) Typed Name: William D. Eaton Address: 17 Hardwicke Place Rockville, MD 20850 EXHIBIT ~ ~, IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased :Orphans Court No. 2002-00999 AGREEMENT OF QUALIFIED BENEFICIARY I, Gail H. Eaton, pursuant to the requirements of 20 Pa.C.S.A. §7764(c)(2), agree to William D. Eaton's appointment as Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Melton's rejection of trusteeship. (^fl _l~ (~,~ C (Signature) Typed Name: Gail H. Eaton Address: 50 N. Grantham Road Dillsburg, PA 17019 EXHIBIT C IN RE: ESTATE OF MARY THOMPSON HUNT, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA Orphans Court No. 2002-00999 AGREEMENT OF QUALIFIED BENEFICIARY I, Mary Elizabeth Eaton, pursuant to the requirements of 20 Pa.C.S.A. §7764(c)(2), agree to William D. Eaton's appointment as Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Mellon's rejection of trusteeship. ~~~ ~ ~~ (Signature) Typed Name: Mary Elizabeth Eaton Address: 50 N. Grantham Road Dillsburg, PA 17019 EXHIBIT D IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased :Orphans Court No. 2002-00999 ACCEPTANCE OF TRUSTEESHIP I, William D. Eaton accept the trusteeship of the Mary Thompson Hunt Trust Under Will, accept delivery of the Trust property, and agree to exercise the powers and perform the duties as Trustee.. (Signature) Typed Name: William D. Eaton Address: 17 Hardwicke Place Rockville, MD 20850 IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA and the Mary Thompson Hunt Trust Under Will Orphans Court No. 2002-00999 NOTICE OF APPOINTMENT OF SUCCESSOR TRUSTEE TO FILL VACAN BY UNANIMOUS WRITTEN AGREEMENT OF QUALIFIED BENE~CIARIF.~S- ~" PURSUANT TO 20 PA.C.S.A. 7764(c)(2) ~Q ;~ ,; , ~. -~~~ fv _~ :IS ~: - - TO THE CLERK OF THE ORPHANS COURT: '~=~~'~' ° ° = ' ~-- ,-r-, ~; c..~ BACKGROUND: "' « ~ 1. Mary Thompson Hunt, Grantor of the Mary Thompson Hunt Trust Under Will, died on October 23, 2002, leaving a Last Will and Testament dated March 21, 1975, and entered for probate with this Court on November 5, 2002. A copy of said Will is attached hereto as Exhibit "A" and incorporated herein by reference. 2. Mary Thompson Hunt's Will established a Trust (hereinafter "Trust") and appointed her daughter's husband, David C. Eaton, as Trustee of the Trust. 3. The Trust provisions directed the Trustee to invest the entire estate, whether real or personal, to hold, manage, invest and reinvest the same for and during the life of Grantor's daughter, Mary Elizabeth Eaton, and during such period to pay over the net income therefrom at least quarterly to Grantor's said daughter. 4. The Trust corpus is currently held in an Individually Managed Account (hereinafter "IMA") at LeTort Management and Trust Company, 3130 Morningside Drive, Camp Hill, PA 17011 (hereinafter "LeTort") pursuant to a custody arrangement between David C. Eaton, Trustee, and ~~ ~\ LeTort. The market value of the IMA account is currently Eight Hundred Sixty-Six Thousand Six Hundred Sixty-Three and 12/100 Dollars ($866,663.12). 5. Mary Thompson Hunt's Will provided that in the event David C. Eaton should cease to serve as Trustee, Commonwealth National Bank of Harrisburg, Pennsylvania would serve as successor Trustee. 6. David C. Eaton died on January 19, 2012 and BNY Mellon, as successor to Commonwealth National Bank, rej ected the successor trusteeship pursuant to 20 Pa.C.S.A. §7761(b) in a writing dated February 14, 2012. A copy of the Rejection is attached hereto as Exhibit "B" and its contents are incorporated herein by reference. 7. The proposed Successor Trustee to fill the vacancy created by the death of David C. Eaton and the rejection by BNY Mellon, is David C. Eaton's son, William D. Eaton, 17 Hardwicke Place, Rockville, Maryland 20850. William D. Eaton is also the son of Mary Elizabeth Eaton and grandson of Mary Thompson Hunt. William D. Eaton's interest in the Trust is that upon the death of Mary Elizabeth Eaton, the balance of the principal and any interest accumulated or accrued will be distributed equally to William D. Eaton and his sister, Gail H. Eaton. 8. Even though a beneficiary under the Trust, William D. Eaton can qualify as a Successor Trustee because he fits within the exception to prohibition against beneficiaries serving as trustees described in 40 Pa. C.S.A. §7506(b)(1) which allows such an appointment when, as required by 20 PA.C.S.A. §7764(c)(2), all beneficiaries of the Trust must agree to his appointment. 9. Mary Elizabeth Eaton, William D. Eaton and Gail H. Eaton, are the Trust qualified beneficiaries as that term is defined in 20 PA.C.S.A. § 7703 and unanimously agree to the appointment of William D. Eaton as Successor Trustee. The written agreements of all qualified 2 beneficiaries to the appointment of Successor Trustee are attached hereto as Exhibit "C" and their contents are incorporated herein by reference. 10. William D. Eaton's written acceptance of his appointment as Successor Trustee is attached hereto as Exhibit "D" and its contents are incorporated herein by reference. WHEREFORE, William D. Eaton is appointed Successor Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Mellon's rejection of trusteeship. NAUMAN, SMITH, SHISSLER & HALL, LLP ~~ B. Suzanne Friday, Esquire Supreme ourt ID# 201873 200 North Third Street, P. O. Box 840 Harrisburg, PA 17108-0840 Telephone: (717) 236-3010 Legal Counsel for the Mary Thompson Hunt Trust Under Will Date: February 28, 2012 VERIFICATION I, Suzanne S. Friday, do hereby state that the statements set forth in the foregoing Petition for Appointment of Successor Trustee to Fill Vacancy By Unanimous Written Agreement of Qualified Beneficiaries are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904 relating to unsworn falsification to authorities. ( 9 ;~ /V`' Suzann .Friday, Esquire Dated: ~ ~ ~~ ~ I 4 a ~r a ~ n . S ~ 'r' 3 P a ~=Z '( y =ya Y = ~, o ~ _ ~ O i ~ ~ Q~ ~ ' ' g~ s ~: ~ N 2 ,~ a d Ol x H r .__.. __ _.._y._,_.r. ~....~ ......... I, 1Q~RY THQMPSON HONT, of Garden Citq, Countp of Nassau) State of New York, do herebp sake, publish and declare this , to be mp last rill and Testament. FIRST: i herebp revoke say and all rills and codicil! heretofore roads hY me. &ECOmTD: I give, devise and begaeath my.sntire estate,) whether real or personal, or of any other nature whatsoever and wheresoever situate, of rhioh I may die seised ar possessed, aid. including ~Y ProP~Y with respect to which I I slay have a-power of appointment, to my Trustee, herein- ti after named, to hold, manage, unrest and reimreet the same ' for and during the life of my daughter MARY &LIZABETH BATON,' and during such period to pay over the net incase therefrom at least gaarterlp to my said daughter. On the death of mY daughter, I direct mY Trustee to pay over the net iacame therefrom to such of her children as shall then be living until the last such ohild shall have attained the age oP thirty (BO) years, or until i the last of her children shall have died without having attained the age of thirty (30) pears. -Upon the last of the children of my daughter having attained the age of thirty (30) pears or upon the i death of all of her ohiidren rithout having atta3aed the age of thirty (30) years, I direct mY Trustee to pay over the t balance of principal then remaining in his hands, and any 1 incase acc~senlated or accrued thereon ~ st s to such of the issue of ~- daughter as shall then be living. During the tear of the trust herainabove created, I authorise and empower my Trustee at any time, sad j ~frcm tuna .to time, to pay mr apply_ suck amount of the corpus 1 ~ther~f _ to ar. for. the benefit of such of the persons than ~ entitled to the i~acoma therafrom.as.aaoh trustee in hie i ~abaolute discretion shall deem nea®ssary or appropriate to tpsovide for the health and welfare of auch.beaefiaiary. Such .rpaymeate from corpus shall be absolute sad free free all I Ntrnat ana the judgment of my Trustee as to the amount of such payment, the advisability thereof and the beneficiary to whom such payment is made shall be final and eoaelnaive upon all j parties interested or who may beoama interested in my estate 1 or said trust. THIRD: I nominate, oonatitute aaa appoint ~ i daughter's husband, DAVID C. EATOW, to be Exeantor of this last Will and Testament sad Trustee of the treat herein created. In the evaat the acid David C. .Eaton shoald I ~edeaeaas me, or for any reason fail to qualify or asses ' Ato serve as Executor or Trustee, then I harel~y nami.nate, I ~constitata sad appoint the COPII+RRJi~ALTH 14ATIfri~AL BA19K, of Harrisburg, Pennsylvania, as such Executor or Trustee. I direct that a0 bond or other security be re- Rttired of any Eaecator or Trustee serving hereunder in I jurisdiction in which such Executor or Trustee may i a].i.fy, serve or seek to serve. FOURTH: In addition to and sot is limitation of the powers from time to 'time conferred upon traeteaa by law, I ~ hereby grant to my Trpstes the follaAring powers: i A. To im~est and reinvest is shah securities i other property, real or personal (whether wfthia or fi ithoat the United States), and to retain any property at any -2- ry tiuae received or held by the Trustee hereunder for such Mperiod, as the Trnatae shall in his sole discretion determine, rorhether or not the same be incos-e producing. ! B. To sell, pledge, lease ar ex'bhaage, ar to graa~ woptiona for the sale, pledge, lease or exchange of any ~proparty, real ar personal, at anp time received or held ~by the Trnatee, for any purpose, j FIFTH: In the event anI- remaindermaa hereu~er should i at the time of the *e+~i„Anon of the trust herein created be a minor, they I direct that his interest shall vest in snob-remaindp~~*+ but the possession, management and control( thereof may be retained by my Trnstea during such remainder-~ man's minority, and during such period of retention, i authorize and empower my Trustee to expend so much of the i income and principal as he is hia absolute discretion may i derma necessary ar apprcpriate to provide for the support, maintenance and education of each remaindermaa. Tha balance of principal sad iacoms remaining at the time such ramaindermsa sha~l7. attain his majority shall be paid over i absolutely and outright to such remaindernan or to hia - executor or administrator if such resiainderman should die before attaining his majority. In making expanditurss for the benefit of such rmaaindp~+An, my Trustee may make payments directly to him ' or to hia parent or guardian or any Hake direct application ~'to his use, and the receipt of the person receiving any I a such payment or application shall coastitnte full and t sufficient acquittance and discharge of my Trustee far any ; payment or application eo made. -3- tl SI%TA: I direct that any and all estate in- ~ Nrher3tance, succession ox other like fazes upon property Nr passing under this my last will and Testament or other~rias i included in mY taaabls estate be paid .out of the residue •of ~ estate as a geaeral expense of adatinistration and ~ without apportioneat. J IDi WITD1E33 WHEItWOF, I have hereunto set my hnnd I and seal this ~ ~ day of 7~t ~~ ~ in the year i One Thousand Hine Hundred and 9aventy-Five. ~ TH8 B'ORBGOIIZG W~S,L wa on the ",L) day of 1°l s~-a-1'~ 1975, sigaed, sealed, published and declared by the shave Hamad Testatrix as and for her last Will and Testament in the presence of ns and of each of ua and we at her request and in .her presence and in the preaeaca o! each other - have hereunto subscribed oar names as attesting witnesses thereof the day and year last above written. It s~ 1 ~~ r ~,p ~ /r. IIitCNd ~ V~e1 of .,~~ ~lZ°SZ2?Y1~~e~~ e ~l d pQ~=~-' ~ 5 1. W: (/a ur S~Y'cet if G,r~J~M CTh , N. w. ~ r T3~o _~ A ~ -4- DECLINATION OF TESTAMENTARY TRUSTEE To Whom It May Concern: Commonwealth National Bank, N.A. (n/k/a BNY Mellon, N.A.), by and through the undersigned, one of its duly authorized officers, hereby declines its right to administer any and all trusts created under the last Will and Testament of Mary Thompson Hunt dated March 21, 1975. Dated: February 14, 2012 BNY Mellon, N.A. BY• G ~(, ~ Bela R. Thompson Vice President On this, the 14th day of February, 2012, before me Bridget Q. Casher, the undersigned officer, personally appeared Angela R. Thompson, known to me to be the person whose name subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. SWORN TO AND SUBSCRIBED This 14th day of February, 2012. Notary Public CAMMONVJF~ILTM OF PENNSYLVANIA Notarial Seal Brld9et Q. Casher, Notary Publk Cfty d Harrisburg, Dauphin County My Commisston Expires June i, 2014 Member, pennsyNanla Assodatlon d NotaAet My commission expires on: ~ ~ N(- 11 z ° ~~( EXHIBIT ~~~ EXHIBIT C IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased :Orphans Court No. 2002-00999 AGREEMENT OF QUALIFIED BENEFICIARY I, William D. Eaton, pursuant to the requirements of 20 Pa.C.S.A. §7764(c)(2), agree to my appointment as Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Mellon's rejection of trusteeship. i"~JAf ~ ~~~~~2 (Signs 1tu/'rJe) ~/ ~C~/ Typed Name: William D. Eaton Address: 17 Hardwicke Place Rockville, MD 20850 EXHIBIT ~;. ~ °~ IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased :Orphans Court No. 2002-00999 AGREEMENT OF QUALIFIED BENEFICIARY I, Gail H. Eaton, pursuant to the requirements of 20 Pa.C.S.A. §7764(c)(2), agree to William D. Eaton's appointment as Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Mellon's rejection of trusteeship. 1 c ~ti~ (Signature) Typed Name: Gail H. Eaton Address: 50 N. Grantham Road Dillsburg, PA 17019 EXHIBIT C 1N RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased :Orphans Court No. 2002-00999 AGREEMENT OF QUALIFIED BENEFICIARY I, Mary Elizabeth Eaton, pursuant to the requirements of 20 Pa.C.S.A. §7764(c)(2), agree to William D. Eaton's appointment as Trustee of the Mary Thompson Hunt Trust Under Will to fill the vacancy created by the death of David C. Eaton and BNY Mellon's rejection of trusteeship. -~~~ ° ~~ (Signature) ~ Typed Name: Mary Elizabeth Eaton Address: 50 N. Grantham Road Dillsburg, PA 17019 EXHIBIT D IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF MARY THOMPSON HUNT, :CUMBERLAND COUNTY, PENNSYLVANIA Deceased :Orphans Court No. 2002-00999 ACCEPTANCE OF TRUSTEESHIP I, William D. Eaton accept the trusteeship of the Mary Thompson Hunt Trust Under Will, accept delivery of the Trust property, and agree to exercise the powers and perform the duties as Trustee.. U - / ___ (Signature) Typed Name: William D. Eaton Address: 17 Hardwicke Place Rockville, MD 20850