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Home My WebLink About03-23-10f ~ J ~ i_ ~? ` :' r~.. r,.~ ~,~, ~,~; ~' ' , ,~' CL~ Eli ;,~,„ ~ ~ .l ~. ~ :%. t~' ' .: . A ~,, , kk"~°, iL° " 1 ®~ g'}., r 1 F ~_ ly a J ~ed4J;~ i ~~ O O fU •o 0 m 0 .a t~- ~Ii/ ~ V ..... ,.r..."' t'C3 ~O ..~.. r-- .... r- 0 +~ r- a~ Q ~ ~ ~ r ~ ~ ~ ~ J ~,~ (~r O ~ ` ~Ha .~ N U ~+ L ~.~. w '~ cn ,~ w ,-'j,N Q '~ M ,~ o ao w ~' oa ~~ ~~°¢ U 3 ~ U F J c ees Wallace & Nurick LLc 100 Pine Street ~ Pty Box 1166 * Harrisburg, PA 17108-1166 Tel: 717.232.8000 * Fax: 717.237.5300 David E. Gruver, Pa. C.P. Paralegal Direct Dial: 717.237.5362 Direct Fax: 717.260.1658 dgruvert~mwn.com March 22, 2010 VIA CERTIFIED MAIL Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Frederick D. Catlin Probate Last Will and Testament Dear Sir or Madam: Enclosed are the following documents needed to probate the Will of the above-mentioned decedent: * Original and Copy of the Last Will and Testament of Frederick D. Catlin; * Death Certificate No. P 15935646; Renunciation -signed by Barbara A. Catlin; * Renunciation -signed by Orrstown Bank; * Petition far Probate and Grant of Letters - (The Executrix took the oath in Dauphin County.); * Probate check in the amount of $148.50; and * File copies of our documents -Please date-stamp and return to us. If you have any questions, please contact me. I thank you for your attention in this matter. ry tr your , ~ .~ ° ~,.., c_._ o ,~ ..~ .., . .:. , avid E. Gru er, Pa. C.P. _~ ~---- ~ F Paralegal ._ ~ rn ~ T ~- ~ . Enclosures ~~~~~?--x~ ~ ~ ~~{ c: Patricia N. Catlin ~~ ='~ --~ rv .. . ~~ ~~ ~ ~ ~> ~- www.mwn.com I'IARRISBURG, Pa • LANCASTER, PA ~ STATE COLLEGE, PQ • I'IAZLETON, PA • COLUMBUS, OH • WASHINGTON, ~C PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Frederick D. Catlin also known as COUNTY, PENNSYLVANIA File Number ~,~' I (~ 'v ~ 2~ Z Deceased Social Security Number 161-22-2150 Patricia Nan Catlin Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) ®/ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the last Will of the Decedent dated August 16, 2005 and codicil(s) dated N/A Executrix named in the Barbara A. Catlin and Orrstown Bank renounced as Executors (State relevant circumstances, e.g., renunciation, death of 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 (/f applicable, enter: c. t. a.; d. b. n. c. t. a.; pendente life; durance absents; durance mtnoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (If Administration, c.t.a. or d. b. n. c.t.a., enter date of Will in Section A above and complete list of heirs.) ~ Decedent, then 81 years of age, died on February 11, 2010 at Hershey Medical Center Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania situated as follows: 50,000.00 Form RW-OZ rev, 10.13.06 Page 1 Of 2 (l.V/r~l~[.G / c /lV HLL (..HJCJ:/ Artacn aaatttona[ sheets iJ necessary. ~`~;~ ~ --~- _ ~; . ~ '~' ~~ Decedent was domiciled at death in Cumberland Count Penns ivania with his /her last rinci a ~~ ~~ ~ rn Y> Y p p h~sidence at . ,. ,. ~~ c 5236 Deerfield Avenue, Mechanicsburg, Hampden Township Cumberland County PA 17050 r.. (L~st street address, town/crty, township, county, state, zrp code) 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: Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS The Petitioner(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 Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. . _ ,(-1 . A Sworn to or affirmed and subscribed before me the °~~ n ~" day of ~~~~ 0 l~ Q C. r~ For th egist r Signature of Personal Representative Signature of Personal Representative Signature of Personal Representative ~ N C0 ~ ._..1 f ~..1 ~•+~..~ File Number: ~C ,I - l~ ~ ~~ c~ 4--` ~t~~~r••-~ rV ~~ y,~ Estate of Frederick D. Catlin ~ De``.,.~~a~~ !''-, ,.._ ,~ ._ `.. Social Security Number: 161-22-2150 Date of Death:2/11/2010-~-+ tV ~ ' ..~ ~1 AND NOW, ~,~'-~C.~ o~.~ pZC~ I ~ ~ ~~ in consideration of the foregoing Petition, satisfat~tory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Patricia N. Catlin in the above estate and that the instrument(s) dated August 16, 2005 described in the Petition be admitted to probate and filed of record as the last Wil~and Codicil(s)) of Decedent. I ,7 ~ ~ i FEES _ Letters ............... $ 90.00 Regester of Wills Short Certificate(s) 5C~$4.. $ 20.00 Attorney Signat r . ~, Renunciation(s) .2@$5.... $ 10.00 Automation Fee $ 5.00 Attorney Name: Elizabe augh JCS Fee $ 23.50 Supreme Court I.D. No.: 7 ~ ~ ~- ... $ 15 u~ $ Address: McNees Wallace & Nurick LLC • • • $ 100 Pine Street, P.O. Box 1166 ... $ $ Harrisburg, PA 17108-1166 ' ' ' $ Telephone: 717-237-5243 ... $ TOTAL .............. $ 148.50 + 15.0 ~ ~~ `S~ Form RW-02 rev. l0.13.06 Page 2 of 2 OCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 _ P 15935646 Certification Number 5.144 REV 1tI2008 YPE / PRn4T IN PERMANENT BLACK INK 1. Noma a Daadua (Pint, middle, bat, aulfac) s Age (teat etro,dey) 81 Yn. eb. canny a Dean Dauphin 11.OaoaduA'a Usual Oocupatle Kind a Wok 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 filin ~-- DEB ~ a 200 LG7trt~ ~~ / ~ Local Registrar Date Issued COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CORONER'S CERTIFICATE OF DEATH C7 r.a ° _ _ C O ~ `.z ; ~~ ,';yam) ~ ~ . .. . ,.i ~ , , ` ~ - .n,..,. Tf .rY ,~-,~, ~ ~_ 1 t . T -f _ ~ _.. fl ~ h._. ~ { _ ~ ~.3 - ~ ~ t._. ) ~ ` _ l.~ ( nstructions and examples on reverse) STATE FILE NUMBER 2. Sex 3. Secid Security Number 4. pate W Deeth (MaNh, day, yaeq _ _ . ._.. _ Mole ___ 161 - 22 - 215n February 11, 2010 Alonen DM Noun Aen+lr October 1, 1928 Lancaster, PA Bc. City, Boo, Twp. a Death ed. FaclMy Name (tt not in~tihdion, pv atreet end raar~ber) Deny Hershey Medical Center cr,d a work dorm mat a re. Do rot sbb i2. was Deoeaenl ever kt me 1a DaadarYe EduaMon (sp.cn Kind a Bonitos / kwlusby U.S. Amrsd Faaa7 Eb~ntery / Sacadsry (0.121 tit aL1Ce CO. j~Ya ^No ®Inpatieni ^ ER / outPetbnt ^ DOA ^ NuraMp Home ^ Residence ^Qti1er ~ speedy. 9, wan Decederd a Hbpulic OrgYr? No ^ Yea 10. Race: American tndan, Bbdc wNt., ale. (n yea, specny Cuban, Mexlan, PueAo Rican, alc.j * - la 18. Deadsnra a acaL L iQi MaMng Add~w (9treet, dly / rown, able, ziD cads) Deoedenra p~ N 15. Surviving sparoe (k wife, give maiden name) 5236 Deed le d Ave . AcnW Residence 17a. 9W6 °~SYl~a Live Ina 1Ta [Yea, Decedent uved M Mechanicsburg, PA 17050 tn. c«a,tr Clllmberlaild T0Y"""p' 17d ^ No, Decaaerd Lrrd,ruNn Twp. Adwl LkNb a ~, / Bao 18. Fames Nerrn (FM, nidda, kst, aufex) 19. Maher'e Nann (Rrn, mldde, rrolden sumems- Donald E. Catlin Edith Painter 20a. brldn+nre'a Nunn (1YDa / Pdrd) 20b. Inlorrrrrd's Malfng Address (Stne1, ally /tam, stab, zip cods) Barbera Catlin 5236 Deerfield Ave. Mechanicsbur PA 17050 21a Matlad d okpo.nbn ^ Cnrnetion ^ Oanatbn z10. Dqa d olepod9on (Month, day, yar) 21e Pka d Olspoenlon (Name d aarntary, aemstay a omer plus) 21d. Location (City /town, able, zip cod,) ' ~ &atal ^ Rartgval hom Stab wan tarnratlon a DonNion Auttaxf:ad ^ omer- ~•as-: ~r M.d~ /c««~ ^ Ya ^-~ Fe 19 201 Roll' Green Memorial Park ~1 Hill PA 226. a ) . 22b. License Number 22c. Name arld Addrta d ~ Myers-Horner mineral FiOme - ~ 014819 X903 Market St. Hill PA 17011 Conpkb Mama 29at any wtnn oernlyYq 23a. To nre beet a my bgwledpe, dean, occurred n Me tlme, aloe end Pka Wled. (SlgneNre end tl8e) 23b. Lkena Number phyaidan k not avaeabla at time d deem ro 23c. Date Signed (Madh, day, yeah aANy aua a deem. Ibma 24.28 mitt De aongbbd by Parton "h0 p10"01"CBe detll'• 24. Tkna a Dad, 11:40 A M 25. Deb Praaunad peed (Mash. day, y.ar) February 11 2010 28. Wes Case Rebrred m Madkei Examlrnr /Coroner for a Reason Olhar nnn Cremation or Donetbn9 . , ~ Ya ^ ~ CAUSE OF DEATH (Su Itutruetlorq and erampbu) r Approzknate interval: Ilam 27. Pad I: ErMU do ~~~ - dkeaa, injurlea, a campfations - tlxu dreetiy caused the deem. DO NOt enter temrinal evsnla such a eaNec arrest r Put II: 6dx otiwer 28. Dld Tottacco Ua CadrrbiAa b Deam1 , Onset b Deem nepkarory oral. a verddexlar fexilatlon wehat showYg the etlology Lkt oNy one awe an each Nne. r Dui rqt r~q k ~ wdedying muse given N Pad I. ^ Yes ^ Probably r IMMEDIATE CAUBE FFuI dleeae a r C0"d"01f"'"~"~h) ~ , Intracranial Hemorrhage ^ No ^ Unkrgwn . Duero (a a a cansepusrres of)• r 29. I1 Female: pregnant wIIHn ~ Na Dal Y~ bt oondnioro. if any, b, Fall ; r 6~ ~ p ^ n9nar» at time d dam Dw ro (a es a e 11N0E11LYI1Ki CAUSE ~~~~yy ury fyI ~ ~: r iwnb r b claim c' r r ^ ~ DroVwd, dR pregnant wimin 42 deyt Due to (a a a eansequerxxe a): r d deadr Na pra0nud. but pr•Onard 43 days b 1 year d. r r 3tb. Wa an Aukpry Pwl Ct 30D. Wart Aubpry Findnpe 31. Mamer d Death 3?a Dab a I nlaY (Morid4 day, year) 32b. Oexribe How k~ury Ocamed ^ Unknown propius winwn the pat year amn Avaeabb Prior to ComplNion acaw.aDed,~ ^ tbaar Ol~rbe February 7, 2010 Slip/Fall icy surface 32e. Pba d Iry'ury. Fbrtle, Fenn. Street, Factory, oleoB„ad,p,etc, fsaea/yj Home ^ va ®No ^ ^ va No ~ Attidud ^ PeMiq ~ 32d. man a InJury ~,. tnJury at Wark9 321. n Tmeporbeon ~Y f~Yl 320. Location d ~ (Steel, city / town, aWe) ^ s"ad' ^ c°'"° Na w parmirna Apx 09:28 A M. ^ ~ ®No ^ ~'Mr/ operna ^ peeaarper ^Pedaablan 5236 Deerfield Ave Mechanicsbu PA 17055 rg 33a CarWbr (ands ony one) otixar . ~A" , ~ ~~YbO PbY~n (p!rYaldan nrtlh'n9 awe a dam wfnn anomer ptryaldan ha praausad cam and mnpbted nsm 23) 33b. TMe d Cerd9er To On boat el my bwrledpe, daNh ooeurred due ro flit auaa(a) and nwnrnr as alalad_ _ _ T _ _ _ _ ^ -------~--____~- - _ _ _ _ _ _ _ _ _ ' "0 ~ ~YM9 PfiY~n (phY~ ~ Pdh9 death aid. artilyhr0 b awe a loam) g Lisa A. Pottei er, Chief Deputy To nn but of cry lowwladOs. dam oeeurrad at tlr time, dw, and plan; and dw b tM auaa(a) and mamar a atatad_ _ ~ .. _ _ .. _ .. . ^ - ~ - ~ 33c. UcNw Numbu 33d. Dale Sgned (Maim. day, yar) ~ ' Madlal ExrHrnr / Corornr February 11 2010 On tln barb of anrNnadon and ! a Invedl0adon, b my oplNOn,, death rroeurred b the Ume, dale, and pba, and dw ro the cawa(a) and maerNr at abbd_ ® . , ~. Regktnh ant ~ • ~ 31. Nuns and Addna cf Penon Who t.on Lisa A. Potteiger gbbd Cams a DsaM (item 27) Type / Prins - ~ ~ / ~ a ~ / ~ / ~ ~' ~,1 m• ~'• r°"i ~ 1271 South 28th Street f~ O/! Harrisbu , PA 17111 DlaParnbn PennK No. __ 0453420 4 ~ ~-~- IJ7 . RENUNCIATION . CV ~ _ .....~ ' =-~ ~ °' ~ ~~ ,`-"~'~ REGISTER OF WILLS 'r-' ~-_~ c`w w ~ ~ ~~ CUMBERLAND COUNTY PE NNSYLVANIA ~' r ~ . V~ ~` ~ rev . ~''+.j Estate of Frederick D. Catlin Deceased I, Barbara A. Catlin (Print Name) in my capacity/relationship as survivn~ spouse and names Co-Executrix of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that :Letters be issued to Patricia Nan Catlin ~ (`~ (Date j Executed in Register's Office Sworn to or affirmed and subscribed before me this day of Deputy for Register of Wills 1~'orn: RW 06 rev. 10.13.06 _~~ ~ t~ (Signature) 5236 Deerfield Avenue (Street Addr~cs) Mechanicsburg, PA 17050 (Cih~, Stare, Zip) Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this ~ day Notary Public My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) r~:.',"fMMf~N1NEALl11 OF PENN51(LVANL4 Notarial Seal i~enise M. Dombach, Notary Publk Hampden TWp., Cumberland bounty My GotnrMssbrt 22, 2013 .,,T :_ C:~ ~ . _` ..: to .. ~.~ -+ ~ _ ~ !~- ~..- . -~ r^- _ _. f., r... i,.. ~ ~~~,~`- - w ~` CV , .~ ~ y. :, ~ ~~ F.~ . ~ .. CUMBERLAND COUNTY, PENNSYLVANIA Estate of Frederick D. Catlin named Co-Executor (Print Name) Deceased of Orrstown Bank , in my capacity/relationship as of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Patricia Nan Catlin j~~~it s K., 1~ I v (Date) t a 77 East King Street (Street Address) Shippensburg, PA 17257 (City, State, Zip} Executed in Register's Off ce Sworn to or affirmed and subscribed before me this day of Deputy for Register of Wills Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this day of Notary Public 11 My Commission Expires: ~~~~~ I ~ j ~~, (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) NWEALTH OF PENNSYLVANIA Notarial Seal Form RW-06 rev. 10.13.06 Heattlor A. Flsher, Notary Public Shippensburp Bono, Cumberland County My Corrrmission Exph~es Nov. 19, 21112 Member. Perursylva~ia Asaodatfon of RENUNCIATION REGISTER OF WILLS SAIDIS SNUFF, FLOWER & LINDSAY ATT(1RNFVGAT.1 Aw 2109 Market Street Camp Hill, PA LAST WILL AND TESTAMENT OF FREDERICK D. CATLIN I, FREDERICK D. CATLIN, of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my will, hereby revoking all prior wills and codicils. ~? ~' Distribution of Personal Property ~ ~ ~ ~. '.',.` ~ _ ~? r ~ y .:2FA FIRST: All my personal effects, clothing, furniture, fur~~' " s, `~`' wed' ` automobiles, other tan ible ersonal ro ert of ev ~ ~ ~~+ 9 p p p y ery kind and ins»r~t~ee th.~-eor~; :~ give to my beloved wife, BARBARA A. CATLIN, if she survives me f~~~=~eriod~-oaf th~t~5. (3g) days. If she shall not so survive me, then I give the same any da`ht~r~,f PATRICIA NAN CATLIN and ELIZABETH ANN CATLIN, to be dividect~etween ,em as my executrix may deem most appropriate, without regard to equality of such shares, but with due regard for their preferences. Any items not so disposed of shall be sold by my executrix and the proceeds added to my residuary estate. Marital Trust SECOND: If my wife, BARBARA A. CATLIN, survives me, I give to my trustees hereinafter named, without deduction for estate or inheritance taxes, a fraction of the property of which (a) the numerator is the smallest amount that, if allowed as a federal estate tax marital deduction, would result in the least possible federal estate tax being payable by reason of my death, and (b) the denominator is the value as finally determined for federal estate tax purposes of the property which became, or the proceeds of sale, investment or reinvestment of which became, part of my federal gross estate. The size of this trust shall be determined as though my executors elected to qualify it for the marital deduction in accordance with Section 2056(b)(7) of the Internal Revenue Code or similar provision in effect at my death, regardless of whether my executors in fact so elect. I recognize that, depending upon the amount of other bequests, the amount of my nontestamentary dispositions, the amount of state death taxes, and other factors, the marital trust may be nonexistent, or may amount to the entire balance of my testamentary estate so that my residuary trust is nonexistent. Property not qualified for the marital deduction shall not be allocated to this marital trust. During the lifetime of my wife, trustees shall hold and distribute the marital trust as follows: Trustees shall pay and distribute to her the entire net income from the principal of the marital trust, which payments shall be made to her periodically but not less frequently than quarterly. In addition, trustee shall from time to time pay to my wife, or shall apply directly for her benefit, as much of the principal of the marital trust as (corporate or disinterested) iG trustee, in its absolute discretion, may consider desirable for her health, maintenancE and support, after considering all resources available to her. If my wife and I should die under circumstances which render the order of our deaths uncertain, for the purposes of this gift it shall be conclusively presumed that my wife survived me. In such event, however (in lieu of the amount above specified), this gift shall consist of that amount but no more of the principal held hereunder without deduction for estate or inheritance taxes, which must be added to the value of all other property for which the marital deduction is allowed, in order to give my estate a marital deduction which would result in the lowest total of federal estate tax on my estate and my wife's estate. Such amount shall be determined on the assumption that my wife died after me on the date of my death and that her estate was valued as of the date upon, and in the manner in, which my estate is valued for federal estate tax purposes. If any property that is part of the marital trust shall be or become unproductive of income consistent with its value, my wife may require my trustee to make it productive or convert it within a reasonable time to property that is clearly productive of income consistent with its value. Distribution of Marital Trust Upon Death of Wife THIRD: On the death of my wife, trustee shall deduct and pay to her personal representative, from that portion of the principal of the marital trust, if any, an amount equal to any additional administration expenses and estate and inheritance taxes assessed against her estate by reason of the inclusion therein for tax purposes of the then remaining principal of the marital trust. Such amount shall be determined by my trustee, whose determination shall be conclusive. Any then remaining balance of principal shall be added to and thereafter shall form a part of the principal of the residuary trust, hereinafter created, to be held and distributed as though originally a part thereof. If the residuary trust shall not have been created for any reason or shall have been exhausted, the remaining principal shall be disposed of upon the same terms and conditions hereinafter specified for the remainder of the residuary trust. Residuary Trust SAIDIS SHUFF, FLOWER & LINDSAY ATTnRNFVS.AT•~ Agar 2109 Market Street Camp Hill, PA ~~ FOURTH: I give the balance of my residuary estate, includin an g y part of my estate not distributed under the foregoing provisions hereof, to my trustee, to hold and distribute as follows: During the lifetime of my wife, BARBARA A. CATLIN, trustee shall pay and distribute to her or for her benefit the entire net income therefrom, which payments shall be made to her periodically but not less frequently than quarterly. In addition, should the principal of the marital trust be completely withdrawn or exhausted, trustee shall from time to time pay to my wife, or shall apply directly for her benefit, as much of the principal of this residuary trust as (corporate or disinterested) trustee may consider desirable for her health, maintenance and support, after considering all resources available to her. Disposition of Remainder FIFTH: On the death of my wife (or at my death if she has predeceased me), trustee (or executrix) shall distribute the remaining principal of the residuary trust (or the residue of my estate) as follows: A. CHARITABLE GIFTS: (1) two (2%) percent, not to exceed ten thousand ($10,000) dollars, to CPARC (Cumberland Perry Association for Retarded Citizens); and (2) one (1 %) percent, not to exceed five thousand ($5,000) dollars, to the Trinity Evangelical Lutheran Church, of Camp Hill, PA, for the advancement of the music program of the church; B. Fifty-two (52%) percent to my daughter, PATRICIA NAN CATLIN; SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS•AT•LA W 2109 Market Street Camp Hill, PA r C. Forty-five (45%) percent to Patricia Nan Catlin, IN TRUST, NEVERTHELESS, upon the following terms and conditions: 1. During the lifetime of ELIZABETH ANN CATLIN, to the extent that benefits are not made available to ELIZABETH ANN CATLIN for other than basic living expenses, including food and shelter, trustee, in her absolute discretion, may distribute from income and principal to or for the benefit of ELIZABETH ANN CATLIN, for her needs other than basic support. Any income not so expended shall be accumulated and added to principal. For the purposes of this provision, non-support purchases include, but are not limited to: dental care; unreimbursable medical expenses not covered by Medicare or Medicaid, including plastic and reconstructive surgery, diagnostic work, and treatment, rehabilitative training and experimental medical services; supplemental nursing care; recreation, cultural experiences, outings, and travel, including payment for others to accompany settlor's said beneficiary; telephone and television, including cable television; reading and educational materials; computer equipment and programs; computer equipment and programs; exercise equipment; and unreimbursed therapy. Trustee's discretion in making distributions authorized under this paragraph is absolute with regard to distributions from the trust estate, and shall be binding on all interested persons. If possible, trustee shall make distributions directly to the service provider and not to the beneficiary. ~, In authorizing any distribution to or for the benefit of ELIZABETH ANN CATLIN, trustee must recognize that any such expenditures are to satisfy only non-support needs and that such contributions, if any, are not intended to displace any source of income otherwise available to ELIZABETH ANN CATLIN for her basic support (such as food and shelter), including any governmental assistance program to which ELIZABETH ANN CATLIN is or may be entitled. No portion of this Trust is intended to be a resource of ELIZABETH ANN CATLIN. This trust is intended to be a discretionary spendthrift trust. Any and all non-support sums distributed which are related to settlors' daughter's medical care or shelter shall only be made directly to the third party provider and not to settlors' daughter. As this trust is specifically not intended to provide basic support and maintenance needs for ELIZABETH ANN CATLIN, if ELIZABETH ANN CATLIN is unable to maintain and support herself from her own resources and sources of income, trustee shall seek such support for ELIZABETH ANN CATLIN from public sources. The trust has specifically not been created to supplant or replace public-assistance benefits. Trustee should, therefore, seek entitlements that are available to members of the community who are experiencing disabilities which are substantially similar to those which ELIZABETH ANN CATLIN experiences. Trustee shall deny any request made by any agency or governmental entity requesting disbursement of trust funds to satisfy ELIZABETH ANN CATLIN's support needs. Trustee shall take whatever legal steps may be necessary to initiate or continue any public-assistance program for which ELIZABETH ANN CATLIN is or may become eligible. Trustee shall bring such action in any court having jurisdiction over the matter, to secure a ruling or order that this trust is not available to ELIZABETH ANN CATLIN for support purposes. Any expenses of the trustee, including reasonable attorney fees, in connection with matters relating to determination of eligibility of ELIZABETH ANN CATLIN for public support, shall be a proper charge to the trust. 2. On the death of ELIZABETH ANN CATLIN, the then remaining principal and any accumulated and undistributed income shall be paid and distributed to PATRICIA NAN CATLIN, or her heirs. Spendthrift Provisions SIXTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Powers of Executor. and Trustee SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS•AT•LA W 2109 Market Street Camp Hill, PA „~c~ %p SEVENTH: My executor and trustee, and their successors, shall have the following powers in addition to those given by law to be exercised by them in their absolute discretion, which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property: A. To retain any investments at discretion including stock of any corporate fiduciary hereunder or of a holding company controlling it; B. To invest and reinvest in the executor's,or trustee's discretion as permitted under Act 28 of 1999, the Prudent Investor Act, with the specific right to invest in stocks, bonds and real estate, including non-income producing residential real estate foi the occupancy of any present income beneficiary or beneficiaries, and in such common trust, diversified, money market and mutual funds as my executor and trustee deem appropriate, including any such funds of any corporate fiduciary hereunder or any successor or affiliated corporation or a holding company controlling it; C. To sell, to grant options for the sale of, or otherwise convert any real or personal property or interest therein, at public or private sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see to the application of the purchase money; C. To barrow money and to secure the repayment thereof by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; E. To compromise claims by or against my estate or any trust created hereunder; SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS•AT•I.A W 2109 Market Street Camp Hill, PA F. To allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among the beneficiaries or trusts, in cash or in kind, or both; G. To register investments in the name of a nominee or to hold the same unregistered in such form that they will pass by delivery; H. To join in any recapitalization, merger, reorganization or voting trust plan affecting investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and generally to exercise all rights of security holders; I. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such period as my executor and trustee deem advisable even for more than five (5) years and beyond the duration of any trust; J. To deduct administration expenses upon either the estate tax return or fiduciary income tax return, with or without adjustment as between principal and income, as my corporate or disinterested executor shall determine; K. To join with my wife and file any income tax or gift tax returns that may be due on my behalf and to pay so much of such taxes as my corporate or disinterested executor may deem appropriate and to consent to any gifts made by my wife being treated as having been made one-half (1/2) by me; L. To associate with them in the absence of a corporate fiduciary, an investment advisor, accountant, and custodian and other agents and to compensate them out of principal or income or both, as my executor or trustee shall determine, such compensation to be a reduction of the compensation of my executor or trustee; M. To associate with them at any time, in their absolute discretion and of their choice, a corporate fiduciary which shall have the same powers as my executor or trustee, such designation by my executor or trustee and acceptance by a corporate fiduciary to be in writing; N. To delegate to a corporate fiduciary the exercise of any powers, with the same effect as if the executor or trustee delegating such power had joined in the exercise of such power; and to revoke any such power, provided, however, that the revocation of any such delegation shall be in writing delivered to and accepted by the corporate fiduciary; O. To combine, without prior court approval, any trust herein with any other trust with substantially similar provisions, although such other trust may have been created by separate instruments and by different persons, and, if necessary to protect different future interests, to value the assets at the time of such combination and to record the proportionate interest of each separate trust in the combined fund; P. To permit any present beneficiary to occupy any real estate forming part of the trust estate without rent or on such other terms and conditions as the disinterested or corporate fiduciary shall determine; Q. To exercise any stock options which they may receive, including stock from any source as my executor or trustee may deem necessary for the exercise of such options; and to pledge assets as my executor or trustee deems appropriate for this purpose; and R. To disclaim any interest in property without court approval; and S. To do all other acts and things necessary or appropriate in the management, administration and distribution of my estate or trust. Payment of Death Taxes SAIDIS SHUFF, FLOWER & LINDSAY ATTORNFVC•AT.I AIA/ 2109 Market Street Camp Hill, PA i EIGHTH: All estate, inheritance and other death taxes, together with interest and penalties payable thereon, with respect to property or interests passing under my will shall be paid out of the principal of my residuary estate without apportionment. Appointment of Executor and Trustee NINTH: A. tf my wife survives me, I appoint my wife, BARBARA A. CATLIN, and the ORRSTOWN BANK, and its successors and the survivor of them executors and trustees of the Marital and Residuary Trusts hereunder. If BARBARA A. CATLIN is unable or unwilling to qualify as co-executor or co-trustee or, having qualified, is unable or unwilling to continue to act, I appoint PATRICIA NAN CATLIN in her place. B. If my wife fails to survive me, I appoint PATRICIA NAN CATLIN as my sole executrix. C. If Patricia Nan Catlin should be unable or unwilling to serve, or to continue to serve, as trustee of the discretionary spendthrift trust created by Item FIFTH.C. herein, then I appoint the ORRSTOWN BANK as alternate or successor trustee of that trust for the benefit of my daughter, Elizabeth Ann Catlin. Waiver of Bond TENTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction. Compensation of Fiduciaries ELEVENTH: Any individual fiduciary serving hereunder without a corporate fiduciary shall be entitled to compensation in accordance with the schedule of compensation of a corporate fiduciary exercising fiduciary powers in the jurisdiction in which I die domiciled, which corporate fiduciary shall be selected by my individual fiduciary. Any corporate fiduciary serving hereunder shall be compensated as such in accordance with its schedule of fees in effect from time to time when such services are rendered. j ~~ I have signed this will this f ~ day of 2005. ~~~~ SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS•AT•L.A W 2109 Market Street Camp Hill, PA FREDERICK D. CATLIN, Testator Signed by FREDERICK D. CATLIN, the testator, as his will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have signed our names as witnesses. Witness 2 t ~~` r ~- ~, D /~ Address ~. =-~~..v. mac.,. ~ ~ .~ Q Witness f G' `~ ~ cam,. ~-c ~ {--- S ~ . Address ACKNOWLEDGMENT AND AFFIDAVIT Commonwealth of Pennsylvania )SS. County of Cumberland ) SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS•AT•LA W 2109 Market Street Camp Hill, PA We, FREDERICK D. CATLIN, the testator in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law, do depose and say: (a) that 1, the testator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testator sign the instrument as his last will, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as a witness and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. EDERICK D. C TLIN J Witness Witness Sworn or affirmed to, subscribed acknowledged efor ~by the testator and the aforementioned witnesses this day of 2005. otary bli My Commission xpires: C MMONWEALTH OF PENNSYLVANIA Notarial Seal Sara J. Ensinger, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Oct. 17, 2005 Member, Pennsylvania Association of Notaries O o ~- .-- <~ N ~N ~ r m~NW ZG~~°o '- U ~~~a ~ N ~ ~ ~j t 1 Q N Q a lC7 LL N ~~~ s f ~~11Nf1 0 0 ~ „ ,. ~. ..'~'~Rr' i :. y ~i~l ~','~ ~t~ r , ~~~ ~~~ ~.R 0 a? N .~ A\ M #-+~ U_ ~`"' A` e~ W O W ~ W 0 •~ ~U ~ U ~- U F;; i t~ :::'- ;..:} f ti! ~~ t ;f: ~fl t~J i~~ ,j..E ;..~i ;'•.. ~...} N J V ~ ~Q .., Z ~~ z a7S V ~ ~ t ~ ~ "D ~ ~ `~~-,. r- -~, N fp r ~ T ' +.~ O T F~ Q ~~~ ~ r ~ ~ T' • • /y /~ -4=r, C,J7 ,, ~ ~ ~, .fl a O i O ca r = c ees Wallace & Nurick ~~c ~ ~ ~~~i€~~ Strut ~ PQ ~x 116 * H~rrisbur~, PA 171 ~8-1 ~ ~i6 r'.i; ~~ ~.~3.~G~ • Pte. 7~ °~.237.53Q~ March 23, 2010 Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Frederick Catlin File No. 21-10-0292 Additional Probate Fee Dear Sir or Madam: David E. Gruver, Pa. C.P. Paralegal Direct Dial: 717.237.5362 Direct Fax: 717.260.1658 dgruver@mwn.com Enclosed is a check in the amount of $15.00, the amount of the additional Probate Fee you requested for the above-mentioned Estate. If you have any questions, please contact me. Thank you. e tr your , vid E. Gruver, Pa. C.P. ~~ ~ Paralegal °.~~; -, , ,, ~ ,--, J ~- ~ C..' deg ~ ~~-~ Enclosure ~=~~~~~' ~ ` -~-~ _ c: Elizabeth P. Mullaugh .~ ~+' _ ,. r~ r-~ ~~ =, c~ , s www.mwn.com HARRISBURG, PA • LANCASTER, PA ~ STATE COLLEGE, PA • Hazl_ETON, PA • COLUMBUS, OH • WASHINGTON, ~C