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Home My WebLink About69-0085COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSLVANIA ORPHANS' COURT DIVISION Docket No: 21-1969-0085 IN RE: SEVENTH AND PARTIAL ACCOUNT OF PNC BANK NATIONAL ASSOCIATION, THOMAS C. WETZEL, CHARLES E. SHIELDS, III, AND JOSEPH L. HOOD, TRUSTEES FOR MARY C. SHAULL CHARITABLE TRUST. AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AN NOW, this 25th day of August, 2009, the herein account is confirmed absolutely. rJ ~o ~} C:7 ~-.: ~ ~~ - ~ lJ I°L) a <) C } ~ --- GJ 1 n r N r~. . _ - U7 _ ~~ ' ~ ~.. - c ~c7 ~. -. _~ .. ,1 ~~ U ~Sa "~ 1 i 1 ~ uv TuF rnrmT TRUST COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NAME OF TRUST UNDER WILL OF MARY G. SHAULL, DECEASED or UNDER DEED OF DATED No. 21-69-0085 This form may b. riders may be at Name of Couns Supreme Court Name of Law F PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 sed in all cases involving the Audit of Trust Accounts. .if space is insufficient, ATTACHMENTS AT THE BACK OF THIS 1%ORM. Chazles E. Shields, III C7 0 c~ o .d -: ;?~ = ~'~ ~. n c a ~?:, ~ ~ ~ rn r-7 ; ~ C1 - ... :.7 -- C ~ ~.__ r ~ <}~ ~ _ r: ~On-~-- ~~i~~ r ,,, ~,ji i PA 17055 Fann OC-01 rev 10.13.1 p6 I~~ Page 1 of 10 38513 N/A 6 Clouser Road, MecF (717)766-0209 (717)795-7473 Name of Trust:~MARY G. SHAULL, DECEASED 1. Name(s) at3d address(es) of Petitioner(s): Petitioner: Name, T13omas C. Wetzel Address: 35Blue Mountain Vista Petitioner: Joseph L. Hood Mechanicsburg School District 100 Elmwood Avemxe, 2nd Floor ;, PA 17050 Mechanicsburg, PA 17055 2. Check if ~ny of the following issues aze involved in this case: A. A pointment of Trustee .......................................... . ^ B. In erpretation .................................................. . ^ C. Di charge of Trustee ............................................ . ^ D. Tr nsfer of Situs ................................................ . ^ E. A pointment of Ad Litem ......................................... . ^ F. M nor, Unborn or Unascertained Beneficiary(ies) ..................... . ^ G. Pr ncipal Distribution ............................................ . ^ H. P ial/Full Termination of Trust ................................... . I. M sing Beneficiary(ies) ......................................... . ^ J. C Pres ....................................................... . K. illiamsonIssue* .............................................. . ^ L. O erIssues ................................................... . ^ List: This is a Pro Forma Serial Accounting involving awazdinQ and paying out of scholazships. A * see note: riled explanation of issues checked should be set forth at item 13 below. Es(a(e, 368 Pa. 343, 82 A.2d 49 (1951), if Trustee was also Executor of the settlor/decedenPs estate and ssions in such capacity. For,aoc-oz .evio.~s.be Page 2 of 10 Name of Trust:~RY G. SHAULL, DECEASED 1. Name(s) and address(es) of Petitioner(s) Pe( itioner: Petitioner: Name. Charles E. Shields, III it 6 Clouser Road address: I Mechanicsburg, PA 17055 2. Check if ny of the following issues are involved in this case: A. A pointment of Trustee ................................. .......... ^ B. In erpretation ......................................... .......... ^ C. D' scharge ofTrustee ................................... .......... ^ D. Tr nsfer of Situs ....................................... .......... ^ E. A pointment of Ad Litem ................................ .......... ^ F. M nor, Unborn or Unascertained Beneficiary(ies) ............ .......... ^ G. Pr ncipal Distribution ................................... .......... ^ H. Pa~ rtial/Full Termination of Trust .......................... .......... ^ I. M 'ssing Beneficiary(ies) ................................ .......... ^ J. C~ Pres ........................................................ ^ K. illiamsonIssue* ............................................... ^ L. O herIssues .................................................... ^ ~~, List: ', This is a Pro Forma Serial Accounting involving awazdxnQ and paying III out of scholazships. I Pleas note: A de ailed explanation of issues checked should be set forth at item 13 below. * See Williamson Estate, 368 Pa. 343, 82 A.2d 49 Q 951), if Trustee was also Executor of the settlor/decedent's estate and rece~ ed commissions in such capacity. Form OC-02 rev l0.l3.p6 Page 2 of 10 Page 2a. Name of Trust: MARY G. SHAULL, DECEASED 3. of Amendment(s): 4. A. If anyother Court has taken jurisdiction of any matter relating to this Trust, explain: N/A B. Identi all prior accountings and provide dates of adjudication. 1st P ial: 12/7/1995 -adj. 1/30/1996; 2nd Partial: 1/30/1998 -adj. 3/3/1998; 3rd Parti 1: 5/17/2001 -adj. 6/19/2001; 4th Partial: 7/24/2003 -adj.. 8/26/2003; 5th Part al: 3/24/2006 - adj. 4/25/2006; 6th Partial: EI/30/2007 - adj. 10/9/2007 5. A. State ow each Trustee was appointed: Orig' al Trustees were appointed by the Will. Successor Trust<;es have been appo nted per terms of the Trust, Ex Officio in the case of the Superintendent of Mec anicsbure Schools. B. If a Pt=titioner is not a Trustee, explain: s date of death: February 7, 1969 Date of Decedent's Will: January 22, 1958 of Codicil(s): July 25, 1966 Date df probate: February 11, 1969 or Date Fo.,noc-oz .evio.is.be Page 3 of 10 Name of Trust: MARY G. SHAULL, DECEASED 6. State how land when the present fund was awarded to Trustee(s): 7. Period co~ered by accounting: January 1, 2007 to Drcember 31, 2008 8. Current f it mazket value of the Trust principal is $ Approx . $ 54_. , 0 00 . o o (See page 2 of Account.) 9. State con~isely the diapositive provisions of the Trust: To provide college scholazships for deserving students of Mechanicsburg High School. 10. Explain t~e reason for filing this Account (if filed because of the death of a party, state name of erson, relationship to Trust and date of death): This is a Forrn OC-02 rev /0./3.6 Forma Serial Accounting per recommended Fiduciary practices. Page 4 of 10 Name of Trust:~ARY G. SHAULL, DECEASED 1 I. State why a Petition for Guazdian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4): None 12. A. State Tax p the in Dale Not B. If 13. Describe give detai No or relevant. amount of Pennsylvania Transfer Inheritance Tax and :Pennsylvania Estate (including postponed tax on remainder interests), the dates of payment and sts upon which such amounts were paid: Payment Paid and accepted Interest approx. 22 yeazs ago taxes remain unpaid or are in dispute, explain: y questions requiring Adjudication and state the position of Petitioner(s) and of any issues identified in item 2: is other than approval of disbursements made for scholazships and standard ion expenses. Porm oc-oz rev lo.IS.~e Page 5 of 10 Name of Trust: 1~+IARY G. SHAULL, DECEASED 14. Written n~tice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given t all parties in interest listed in item 15 below. In addition, notice of any questions #equiring Adjudication as discussed in item 13 above has'been or will be given to all pers~ns affected thereby. A. If ~otice has been given, attach a copy of the Notice as well as a list of the names an addresses of the parties receiving such notice. B. If otice is yet to be given, a copy of the Notice as well as a list of the names and ad esses of the parties receiving such Notice shall be submitted at the Audit to ether with a statement executed by Petitioner(s) or counsel certifying that such N lice has been given. C. If y such party in interest is not sui juris (e.g., minors or incapacitated persons), N lice of the Audit has been or will be given to the appropriate representative on su h party's behalf as required by Pa. O.C. Rule 5.2. D. If y charitable interest is involved, Notice of the Audit has been or will also be gi en to the Attorney General as required under Pa. O.C. Rcile 5.5. In addition, th Attorney General's clearance certificate (or proof of sen~ice of Notice and a co y of such Notice) must be submitted herewith or at the Audit. 15. List all pies of whom Petitioner(s) has/have notice or knowledge, having or claiming any inter st in the Trust, whether such interest is vested or contingent, charitable or non-chari able. This list shall: A. St~te each party's relationship to the Settlor/Decedent and the nature of each p rty's interest(s); Each rn~e.esr Alto ey General of Pennsylvania Parens Patriae Public Good Attn: Thomas Devlin Chaz table Trusts & Organiz. Dept., 14th loor Strawberry Squaze Har isbura. PA 17120 Fora oc-oz rep to.f3.'pc Page 6 of 10 Nance of Trust:~RY G. SHAULL, DECEASED and B. Id ntify each party who is not sui juris (e.g., minors or incapacitated persons). F reach such party, give date of birth, the name of each Guardian and how each G ardian was appointed. If no Guardian has been appointed, identify the next of ki of such party, giving the name, address and relationship of each; and C. If distribution is to be made to the personal representative of a deceased party, s to date of death, date and place of grant of Letters and type of Letters granted. 16. If Petitioner(s) has/have knowledge that a Trust share has been assigned or attached, provide a copy of the assignment or attachment, together with any :relevant supporting 17. If a truste'e's principal commission is claimed: A. If~ based on a written agreement, attach a copy thereof. Fo.moc-oz .~ro.rs.oe Page 7 of 10 Name of Trust: MARY G. SHAULL, DECEASED B. If ~ principal commission is claimed, state amount. Amounts vary from yeaz to year as part of a standard formula. See Page 7 of AQcount for representative amounts. C. If principal commission is claimed, state the amounts and dates of any principal co fissions previously paid in prior accounting periods. Amoun( Dale Paid 553.66 12/13/2007 to each Trustee b}i way of illustrative 18. If a examples. is requested, state amount and purpose. None as such. If a r serve is requested for counsel fees, has notice of the amou t of fees to be paid from the reserve been given to the parties in interest? ........................................ ^Yes ®No I so, attach a copy of the notice. 19. Is the Co}~rt being asked to direct the feline of a Schedule of Distribution? .......................... ^Yes ®No Farm OC-02 rev 10.13.~~I06 Page 8 of 10 Name of Trust: MARY G. SHALJL,L, DECEASED Wherefore your Petitioner(s) ask(s) that distribution be awazded to the parties entitled and suggest(s) tha the distributive shares of income and principal (residuary shares being stated in proportions, nod amounts) are as follows: A. B. Form OC-02 rev 10.13.06 lncomd Proposed Not a : istributee(sJ plicable as such. Scholarship awazds appe throughout the Account. I Princi Proposed al: ~ien'1611Jee(sJ i ~ Submitted By: (All petitioners must s Add additional lines iJ AmoJmt/Propordon AmowbPropordon ign. necessary): ~~ ne of Petitioner: Thomas C. tzel Name of Petitioner: Joseph L.:Hood Page 9 of 10 Name of Trust: MARY G. SHAULL, DECEASED Why and sugges~ in proportir A. B. ;refor your Petitioner(s) ask(s) that distribution be (s) th t the distributive shares of income and princip ms, n amounts) are as follows: Incom e: Propose Distributee(s) Not a plicable as such. Scholazship awazds appea kthroughoutthe Account. Princi al: Propose Distrlburee(s) Submitted By: ~~ (AUpetitioners must s Illli i Add additional lines if awazded to the parties entitled al (residuary shares being stated Amount/Proportion Amount/Proportion ign. necessary): Name of Petitioner: Thomas C. AVet Na of Petitioner: Joseph L. Hood Name of Petitioner: Charles E. Shields, III Form oc-oz rev ro.rs;oc Page 9 of 10 Name of Trust: 1bIARY G. SHAULL, DECEASED Verification of Petitioner (Verification must be by at least ane petitioner.) The undegsigned hereby verifies * [that n~sne he is rue Co-Trustee of the above-named some of~o,ro.ano„ TRUST and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which aze within the person~l knowledge of the Petitioner are true, and as to facts based on the information of others, the Petjtioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). nature f Petitioner * Corporate petikor~ers must complete bracketed information. Certification of Counsel The undgrsigned counsel hereby certifies that the foregoing Petition for Adjudication / Statement of Pr osed Distribution is a true and accurate reproduction of 1:he form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. ~,~r,,. f°/C~~z~~~ Signature of Counsel for Petitioner Fo..moc-oz .r~ro.i3ioe Page 10 of 10 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA ORPHANS' COURT DIVISION N0. 21-69-0085 ESTATE OF MARY C SHAULL DECEASED DIED 02/07/69 CHARITABLE TRUST SEVENTH & PARTIAL ACCOUNT OF PNC BANK NATIONAL ASSOCIATION THOMAS C WETZEL CHARLES E SHIELDS III AND JOSEPH L HOOD TRUSTEES ACCOUNTING JANUARY 1 2007 TO DECEMBER 31 2008 PURPOSE OF~ACCOUNT: THE TRUSTEES OFFER THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING THEIR ADMI ISTRATION OF THE TRUST. IT IS IMPO~TANT THAT THE ACCOUNT BE CAREFULLY EXAMINED. REQUESTS FOR ADDITI NAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED ITH: PNC BANK NATIONAL ASSOCIATION C/0 DEBRA A SMITH VICE PRESIDENT PO BOX 308 4242 CARLISLE PIKE CAMP HILL PA 17011 TELEPHONE (711') 730-2275 CHARLES E SHIELDS III ESQUIRE ATTORNEY I.D. X38513 SIX CLOUSER RI> H MECHANICSBURG PA 170 o TELEPHONE (71;x) 766- `O ~ ` L 7-U ^r -~c: i~ '` 3 = r. _u "~ t ', ~ m , F - 1 - MARY C SHAULL PRINCIPAL RECEIPTS NET GAIN/LOSS ON CONVERSIONS ADNSTED BALANCE LESS DISBURSEMENTS FEES AND COMMISSION GENERAL DISBURS S TOTAL PRINCIPAL DIS URSEMENT BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BE~IEFICIARI PRINCIPAL BALANCE O~I HAND INVESTMENTS MADE Ili CHANGES IN HOLDINGSII INCOME RECEIPTS I' LESS DISBURSEMENTS I~, BALANCE BEFORE DISTJ~t-IBUT20NS DISTRIBUTIONS TO BE~IEFICIARI INCOME BALANCE ON HAND COMBINED BALANCES REM~INING VERIFICATION SUMMARY AND INDEX PAGES 3 - 4 5 - 6 7 - 8 7 - 8 7 - 8 9 - 10 11 - 11 12 - 12 13 - 17 18 - 18 19 - 26 27 - 27 29 - 29 1,660.98- 71,3:55.99- 27-27-001-7823007 611,069.80 5,380.59 616,450.39 73,016.97- 543,433.42 .00 543,433.42 107,524.04 16,376.08- 91,147.96 87,859.00- 3,288.96 546,722.38 - 2 - MARY 0 SHAULL RECEIPTS OF PRINCIPAL ' BALANCE PER SIXTH AND PARTIAL 27-27-001-7823007 597,649.84 OTHER RECEIPTS -------------- 11/21/07 UNITED STATES TREASURY 2006 FEDERAL EXCISE TAX REFUND CLYDE L & MARY C SCHAULL EDUCATION FOUNDATION I CAPITAL GAIN DISTRIBUTIONS I REINVESTED -------------------------- 1/02/07 0.963 UT~ DODGE & COX INTERNATIONAL STOCK FUND II 1/02/07 3.15 UT$ DODGE & COX INTERNATIONAL II STOCK FUND 7/20/07 0.092 UT BLACKROCK FUNDS LARGE CAP VALUE INSTITUTIONAL CLASS FUND 405 12/12/07 27.542 UT MFS SER TR I VALUE FD CL A 12/12/07 2.482 UT MFS SER TR I VALUE FD CL A 12/17/07 91.11 UT BLACKROCK FUNDS LARGE CAP VALUE INSTITUTIONAL CLASS FUND 405 12/17/07 25.249 UT BLACKROCK FUNDS LARGE CAP VALUE INSTITUTIONAL CLASS FUND 405 12/19/07 9.308 UT T ROWS PRICE GROWTH STOCK FUND 4140 12/19/07 63.011 UT T ROWE PRICE GROWTH STOCK FUND 4F40 12/20/07 7.355 UT ARTISAN FUNDS INC INTL FD X661 12/20/07 62.908 UT ARTISAN FUNDS INC INTL FD ~i661 12/20/07 11.449 UT ARTISAN SMALL CAP VALUE 12/20/07 26.677 UT$ ARTISAN SMALL CAP VALUE 12/20/07 19.281 UT~ ARTISAN MID CAP VALUE FUND 12/20/07 10.23 UT~ ARTISAN MID CAP VALUE FUND 12/21/07 2.674 UT~ BARON ASSET FUND FD X585 12/21/07 0.58 UT~ BARON SMALL CAP FUND X583 II' - 3 - 11.00 42.01 137.42 1.99 732.63 66.03 1,703.76 472.16 305.97 2,071.18 212.63 1,818.66 156.39 364.41 348.60 184.95 169.76 13.81 MARY G SHAUI~L 27-27-001-7823007 RECEIPTS OF PRINCIPAL 12/21/07 ' 8.465 UTS BARON SMALL CAP FUND ~F583 201.39 12/21/07 3.540 UTS HARBOR FUND INTERNATIONAL FUND CL FD ~~11 244.38 12/21/07 27.498 UT~ HARBOR FUND INTERNATIONAL FUND CL FD ~~11 1,898.49 1/02/08 2.198 UT~ DODGE & COX INTERNATIONAL STOCK FUND 101.48 1/02/08 7.422 UT~ DODGE & COX INTERNATIONAL STOCK FUND 342.62 12/15/08 9.134 UTS T ROWS PRICE GROWTH STOCK FUND X40 169.81 12/18/08 3.794 UT~ ARTISAN FUNDS INC INTL FD 0661 56.98 12/18/08 20.816 UTp II ARTISAN FUNDS INC INTL FD X661 312.66 12/18/08 6.617 UT ARTISAN SMALL CAP VALUE 65.77 12/18/08 2.518 UT ARTISAN MID CAP VALUE FUND 32.03 12/23/08 5.097 UT BARON ASSET FUND FD ~~585 172.79 12/24/08 15.977 UT BLACKROCK FUNDS INTER GOVERNMENT ~ PORTFOLIO FUND 328 (FORMERLY FD 08) INSTITUTIONAL CLASS 167.44 12/24/08 19.699 UT~ BLACKROCK FUNDS INTER GOVERNMENT PORTFOLIO FUND 328 (FORMERLY FD 08) INSTITUTIONAL CLASS 206.45 12/24/08 16.949 UT$ BLACKROCK FUNDS MANAGED INCOME Ii PORTFOLIO FUND 322 INSTITUTIONAL CLASS 151.02 12/24/08 0.875 UT$ DODGE & COX INTERNATIONAL STOCK FUND 18.33 12/24/08 22.183 UT~ DODGE & COX INTERNATIONAL STOCK FUND 464.96 TOTAL PRINCIPAL RECEIPTS 611,069.80 - 4 - MARY C SHAULL GAINS AND LOSSES ON SALES AND OTHER DISPOSITIOPdS ' GAIN 3/01/07 2,527.806 UTS BLACKROCK FUNDS LOW DURATION BOND PORTFOLIO FUND 87 INSTITUTIONAL CLASS (NOW FUND 0331) P OCEEDS: 25,000.00 ACQUISITION VALUE: 25.784.02 6/26/07 187 UT~ ISHARES TR MSCI EAFE INDEX FD ETF P OCEEDS: 15,135.54 ACQUISITION VALUE: 10.688.92 12/21/07 128 UT$ ISHARES TR MSCI EAFE INDEX FD ETF P OCEEDS: 10,116.32 ACQUISIT20 VALUE: 7.316.48 12/21/07 97 UT~ SPDR TRUST ETF UNIT SER 1 P OCEEDS: 14,134.13 ACQUISIT20 VALUE: 11.863.48 3/13/08 152.230 UT~ HARBOR FUND INTERNATIONAL FUND CL FD ~~11 P OCEEDS: 10,000.00 ACQUISITIO VALUE: 8.011.24 3/17/08 210 UT~ ISHARES TR MSCI EAFE INDEX FD ETF P OCEEDS: 14,973.88 ACQUISITIO VALUE: 12.003.60 8/18/08 5,241.09 UT~ BLACKROCK FUNDS LOW DURATION BOND ~ PORTFOLIO FUND 87 INSTITUTIONAL CLASS (NOW FUND ~F331) P OCEEDS: 50,000.00 ACQUISITION VALUE: 53.022.59 8/18/08 5,175.984 UTy BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 322 INSTITUTIONAL CLASS P OCEEDS: 50,000.00 ACQUISITI02~ VALUE: 50.879.92 4,446.62 2,799.84 2,270.65 1,988.76 2,970.28 27-27-001-7823007 LOSS 784.02- 3,022.59- 879.92- - 5 - MARY C SHAUL~L GAffNS AND LOSSES ON SALES AND OTBER DISPOSITIONS GAIN 12/26/08 2,906.976 UTS BLACKROCK FUNDS LOW DURATION BOND PORTFOLIO FUND 87 INSTITUTIONAL CLASS (NOW FUND 1F331) P OCEEDS: 25,000.00 ACQUISITION VALUE: 29.409.03 TOTAL GAINS AND LOSSES LESS LOSS NET GAIN 14,476.15 9.095.56- 5,380.59 27-27-001-7823007 LOSS 4.409.03- 9,095.56- - 6 - MARY C SHAUI.L 27-27-001-7823007 DISBURSEMENTS OF PRINCIPAL 3/21/07 THE PATRIOT NEWS PUBLIC NOTICE OE THE ANNUAL REPORT CLYDE AND MARY SHAULL CHARITABLE TRUST 4/13/07 MARY M BORGERSEN ACCOUNTING SERVICES 314.50 POSTAGE 22.56 STATIONERY 11.65 4/13/07 7/20/07 7/24/07 12/13/07 3/13/08 5/05/08 6/13/08 METTE EVANS & WOODSIDE RSIMEURSEMENT FOR MISCELLANEOUS EXPENSES METTE EVANS & WOODSIDE COUNSEL FEE MARY BORGERSON ADDITIONAL AMOUNT FOR ACCOUNTING SERVICES JOSEPH L HOOD CO-TRUSTEE COMPENSATION THE PATRIOT NEWS PUBLIC NOTICE OF THE ANNUAL REPORT CLYDE AND MARY SHAULL CHARITABLE TRUST MARY M BORGERSEN ACCOUNTING SERVICES 304.00 POSTAGE 23.78 STATIONERY 7.25 TRANSFER PRINCIPAL CASH TO ACCOUNT 35-35-090-9564718 PERSONAL TAX PAYMENTS UNITED STATES TREASURY 2ND QTR ESTIMATED TAX PAYMENTS THOMAS C WETZEL CO TRUSTEES COMPENSATION 12/13/07 553.66- CHARLES E SHIELDS III CO TRUSTEES COMPENSATION 12/13/07 553.66- TRANSFERS TO INCOME TO COVER SCHOLARSHIP DISTRIBUTION 7/24/07 26,000.00- 7/27/07 227.75- 12/27/07 23,309.94- 8/22/08 5,700.00- 8/28/08 500.00- 61.78- 348.71- 19.50- 586.19- 27.75- 553.66- 66.34- 335.03- 173.00- 553.66- 553.66- - 7 - MARY C SHAUI.L 27-27-001-7823007 DISBURSEMENTS OF PRINCIPAL CONTINUED: TRANSFERS TO INCOME 12/03/08 14,000.00- TOTAL PRINCIPAL DISBURSEMENTS 69,737.69- 73,016.97- - 8 - MARY G SHAUI,L PRINCIPAL BALANCE ON HAND FUNDS 549.300 UT~ ARTISAN FUNDS INC INTL FD ~~661 338.252 UT$ ARTISAN SMALL CAP VALUE 589.476 UT~ ARTISAN MID CAP VALUE FUND 162.995 UT~S BARON ASSET FUND FD X585 241.541 UT~ BARON SMALL CAP FUND ~~583 1.737.221 UT~ BLACRROCK FUNDS LOW DURATION BOND I PORTFOLIO FUND 87 INSTITUTIONAL CLASS (NOW FUND ~p331) 6,751.957 UT~S BLACKROCK FUNDS INTER GOVERNMENT II PORTFOLIO FUND 328 (FORMERLY FD 08) INSTITUTIONAL CLASS 5,013.905 UT$ BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 322 INSTITUTIONAL CLASS 1,756.912 UTI$ BLACKROCK FUNDS LARGE CAP VALUE II INSTITUTIONAL CLASS FUND 405 328.549 UT6 DODGE & COX INTERNATIONAL I; STOCK FUND 1,368.925 UT~ FEDERATED CAP APPREC FUND A FD ~~6 587.937 UT~ HARBOR FUND INTERNATIONAL FUND I CL FD ~~11 72 UTI~ ISHARES TR RUSSELL MIDCAP VALUE INDEX FD ETF 132 UT~ ISHARES RUSSELL MIDCAP GROWTH INDEX FUND ETF 30 UT~ ISHARES TR RUSSELL 2000 VALUE INDEX FD ETF 29 UT~ ISHARES TR RUSSELL 2000 GROWTH INDEX FD ETF 318.269 UT~ MFS VALUE FUND CLASS I 441.676 UT~ MES SER TR I VALUE FD CL A 2,702.155 UT T ROWS PRICE GROWTH STOCK I FUND ~k40 27-27-001-7823007 VALUE ACQUISITION 12 31 08 VALUE 8,217.53 3,460.32 7,639.61 5,807.51 3,439.54 15,009.59 70,760.51 44,924.59 21,030.24 7,195.22 20,533.88 23,588.03 2,047.68 4,128.96 1,475.10 1,474.94 5.604.72 7,747.00 51,989.46 13,379.41 4,954.42 8,991.07 7,399.91 4,544.03 17,574.96 68,511.65 49,271.10 23,571.38 13,106.82 20,000.00 30,940.70 2,906.64 5,957.16 1,969.50 1,974.03 5,000.00 11,116.64 61.326.22 - 9 - MARY C, SHAULL PRINCIPAL BALANCE ON HAND 10,593.22 UTS T ROWS PRICE SEORT TERM BOND FD FD ~~55 476 UT~ SPDR TRUST ETF UNIT SER 1 722.523 UT$ SELECTED AMERICAN SHARES-D 5,000 UT~ VANGUARD BOND INDEX FUND INC FD ~F INVESTED CASH TOTAL PRINCIPAL z7-z7-ool-7az3oo7 VALUE ACQUISITION 12/31/08 VALUE 48,622.88 42,954.24 20,591.91 50,900.00 50,000.00 58,216.67 23,450.36 50,000.00 9,270.75 478,414.21 9,270.75 543,433.42 - 10 - MARY C SHAULL 27-27-001-7823007 PRINCIPAL INFORMATION SCHEDULES - INVESTMENTS MADE 8/18/08 • 10,593.22 UTS T ROWS PRICE SHORT TERM BOND FD FD X55 50,000.00 8/18/08 5.000 UTS VANGUARD BOND INDEX FUND INC FD X84 50,000.00 12/02/08 318.269 UT$ MFS VALUE FUND CLASS I 5,000.00 12/26/08 125.13 UT$ ARTISAN SMALL CAP VALUE 1,200.00 12/26/08 328.407 UT$ ARTISAN MID CAP VALUE FUND 4,000.00 12/26/08 73.529 UT$ BARON ASSET FUND FD 4k585 2,500.00 12/26/08 103.397 UT~ BARON SMALL CAP FUND X583 1,400.00 12/26/08 1,368.925 UT~ FEDERATED CAP APPREC FUND A FD $674 20,000.00 12/26/08 267.094 UT~ T ROWS PRICE GROWTH STOCK FUND ~F40 5,000.00 TOTAL PRINCIPAL INVESTMENTS 139,100.00 - 11 - MARY C SHAULL 27-27-001-7823007 PRINCIPAL INFORMATION SCHEDULES - CHANGES IN HOLDINGS 12/24/08 ~ CAPITAL GAIN REINVESTED 15.977 UTS BLACKROCK FUNDS ZNTER GOVERNMENT PORTFOLIO FUND 328 (FORMERLY FD OS) INSTITUTIONAL CLASS 12/24/08 CAPITAL GAIN REINVESTED 19.699 UT~ BLACKROCK FUNDS INTER GOVERNMENT PORTFOLIO FUND 328 (FORMERLY FD OS) INSTITUTIONAL CLASS 6,751.957 UT$ 8/18/08 I SOLD 5,175.984 UT$ BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 322 i INSTITUTIONAL CLASS 12/24/08 i I CAPITAL GAIN REINVESTED 16.949 UT$ BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 322 INSTITUTIONAL CLASS 5,013.905 167.44 206.45 68,511.65 50,879.92- 151.02 49,271.10 7/20/07 I CAPITAL GAIN REINVESTED 0.092 UT$ BLACKROCK FUNDS LARGE CAP VALUE I INSTITUTIONAL CLASS FUND 405 1.99 12/17/07 I CAPITAL GAIN REINVESTED 91.11 UT$ BLACKROCK FUNDS LARGE CAP VALUE II INSTITUTIONAL CLASS FUND 405 1,703.76 12/17/07 ~ CAPITAL GAIN REINVESTED 25.249 UT BLACKROCK FUNDS LARGE CAP VALUE INSTITUTIONAL CLASS FUND 405 472.16 1,756.912 UT~ 23,571 38 7/24/08 STOCK SPLIT 3-1 48 UT$ ISHARES TR RUSSELL MIDCAP VALUE INDEX FD ETF 72 UT~ 2,906.64 7/24/08 ~ STOCK SPLIT 2-1 66 UT ISHARES RUSSELL MIDCAP GROWTH i INDEX FUND ETF 132 UT~ 5,957 16 II - 12 - MARY C SHAUI,L 27-27-001-7823007 RECEIPTS OF INCOME BALANCE PER SIXTH AND PARTIAL DIVIDEND SELECTED AMERICAN SHARES-D 12/07/07 460.25 OTHER INCOME ARTISAN FUNDS INC INTL FD 4)661 12/20/07 92.39 12/18/08 98.38 ARTISAN MID CAP VALUE FUND 12/20/07 18.44 12/18/08 6.23 BLACKROCK FUNDS LOW DURATION BOND PORTFOLIO FUND 87 INSTITUTIONAL CLASS (NOW FUND 44331) 1/02/07 441.35 2/01/07 440.76 3/01/07 442.16 4/02/07 352.12 5/01/07 355.60 6/01/07 356.42 7/02/07 378.45 8/01/07 390.16 9/04/07 381.54 10/01/07 380.01 11/01/07 378.48 12/03/07 379.11 1/02/08 384.58 2/01/08 384.08 3/03/08 384.08 4/01/08 385.74 5/O1/OS 384.02 6/02/08 384.11 7/01/08 383.72 8/01/08 384.14 9/02/08 282.75 10/01/08 161.48 11/03/08 184.61 12/01/08 184.11 BLACKROCK FUNDS INTER GOVERNMENT PORTFOLIO FUND 328 (FORMERLY FD O8) INSTITUTIONAL CLASS 1/02/07 230.50 2/01/07 242.73 3/01/07 250.11 4/02/07 250.11 5/01/07 256.28 6/01/07 263.53 7/02/07 263.53 8/01/07 276.97 2,042.08 460.25 190.77 24.67 8,563.58 - 13 - MARY C SHAUI~L 27-27-001-7823007 RECEIPTS OF INCOME CONTINUED: BLACKROCK FUNDS INTER GOVERNMENT 9/04/07 263.53 10/01/07 262.68 11/01/07 263.53 12/03/07 263.53 1/02/08 264.10 2/01/08 263.53 3/03/08 263.53 4/01/08 264.71 5/01/08 263.53 6/02/08 263.53 7/01/08 263.25 8/01/08 263.53 9/02/08 205.21 10/O1/OS 203.30 11/03/08 225.32 12/01/08 229.84 BLACKROCK FUNDS MANAGED INCOME PORTFOLIO FUND 322 INSTITUTIONAL CLASS 1/02/07 365.85 2/01/07 365.85 3/01/07 365.85 4/02/07 365.86 5/01/07 365.46 6/01/07 372.72 7/02/07 372.72 8/01/07 373.12 9/04/07 372.72 10/01/07 371.51 11/01/07 372.72 12/03/07 372.72 1/02/08 398.59 2/01/08 399.51 3/03/08 399.51 4/01/08 401.29 5/01/08 399.51 6/02/08 420.32 7/01/08 433.27 8/01/08 434.18 9/02/08 288.18 10/01/08 206.93 11/03/08 206.72 12/01/08 212.42 BLACKROCK FUNDS LARGE CAP VALUE INSTITUTIONAL CLASS PUND 405 12/17/07 88.20 12/18/08 293.65 DODGE & COX INTERNATIONAL STOCK FUND 1/02/07 164.84 1/02/08 372.80 12/24/08 287.16 6,060.41 8,637.53 381.85 824.80 - 14 - MARY C SHAUI,L RECEIPTS OF INCOME FEDERATED CAP APPREC FUND A FD ~~674 12/30/08 214.65 HARBOR FUND INTERNATIONAL FUND CL FD ~kll 12/21/07 748.32 12/23/08 457.03 ISHARES TR MSCI EAFE INDEX FD ETF 1/04/08 420.04 ISHARES TR RUSSELL MIDCAP VALUE INDEX FD ETF !~ 3/29/07 17.90 ~ 7/05/07 19.46 10/01/07 15.49 I 1/03/08 24.62 ', 3/28/08 8.26 7/09/08 18.83 ~~ 9/30/08 15.24 12/30/08 20.84 ISHARES RUSSELL MIDCAP GROWTH INDEX FUND ETF !~ 3/29/07 13.76 I 7/05/07 8.45 10/01/07 10.72 1/03/08 14.70 ~ 3/28/08 10.79 7/09/08 14.37 9/30/08 11.16 12/30/08 15.80 ISHARES TR RUSSELL 2000 VALUE INDEX FD ETF 3/29/07 7.56 I 7/05/07 12.66 10/01/07 9.38 ', 1/03/08 13.41 3/28/08 3.29 7/09/08 11.52 ', 10/01/08 7.87 12/30/08 13.55 ISHARES TR RUSSELL 2000 GROWTH INDEX FD ETF 3/29/07 2.12 7/05/07 3.21 10/01/07 5.97 1/03/08 3.10 I 3/28/08 2.81 7/09/08 3.29 9/30/08 2.49 12/30/08 7.60 - 15 - 27-27-001-7823007 214.65 1,205.35 420.04 140.64 99.75 79.24 30.59 MARY C SHAUI',L 27-27-001-7823007 RECEIPTS OF INCOME MFS VALUE FUND CLASS 2 12/16/08 40.90 MFS SER TR 2 VALUE FD CL A 3/29/07 28.82 6/28/07 37.05 9/27/07 28.82 12/12/07 45.48 3/28/08 20.04 6/27/08 37.70 9/26/08 33.66 12/15/08 49.27 T ROWE PRICE GROWTH STOCK FUND ~~40 12/19/07 494.26 12/15/08 291.11 T ROWE PRICE SHORT TERM BOND FD FD ~k55 9/02/08 80.74 10/01/08 168.66 11/03/08 186.43 12/01/08 168.11 SPDR TRUST ETF UNIT SER 1 1/31/07 454.19 4/30/07 315.88 7/31/07 375.66 10/31/07 411.83 1/31/08 369.10 4/30/08 305.57 7/31/08 318.55 10/31/08 328.88 SELECTED AMERICAN SHARES-D 12/03/08 350.42 VANGUARD BOND INDEX FUND INC FD ~F84 9/02/08 90.22 10/O1/OS 197.14 11/04/08 199.39 12/03/08 193.96 BLACRROCK LIQUIDITY FUNDS TEMPFUND ADMINISTRATION SHARES 4~H1 1/02/07 4.06 1/02/07 47.84 2/01/07 13.66 2/01/07 30.29 3/01/07 16.53 3/01/07 27.45 4/02/07 20.20 4/02/07 135.01 5/01/07 22.10 5/01/07 133.03 6/01/07 27.05 40.90 280.84 785.37 603.94 2,879.66 350.42 680.71 - 16 - MARY C SHAULL 27-27-001-7823007 RECEIPTS OF INCOME CONTINUED: BLACKROCK LIQUIDITY FUNDS TEMPFUND 6/01/07 136.54 7/02/07 28.21 7/02/07 140.53 8/01/07 25.30 8/01/07 175.56 9/04/07 77.87 9/04/07 86.41 10/01/07 73.50 10/01/07 86.13 11/01/07 77.04 11/01/07 86.04 12/03/07 75.97 12/03/07 80.20 1/02/08 19.66 1/02/08 89.57 2/01/08 7.78 2/01/08 73.08 3/03/08 15.34 3/03/08 57.19 4/01/08 16.21 4/01/08 88.66 5/O1/OS 15.23 5/01/08 103.30 6/02/08 15.86 6/02/08 98.11 7/01/08 15.05 7/01/08 89.15 8/01/08 16.89 8/01/08 90.19 9/02/08 13.49 9/02/08 86.32 10/02/08 2.00 10/02/08 76.24 11/03/08 3.60 11/03/08 87.14 12/01/08 4.99 12/01/08 76.74 MISCELLANEOUS TRANSFERS FROM PRINCIPAL 2,788.31 7/24/07 26,000.00 7/27/07 227.75 12/27/07 23,309.94 8/22/08 5,700.00 8/28/08 500.00 12/03/08 14,000.00 69,737.69 TOTAL INCOME 107,524.04 - 17 - MARY C SHAULL 27-27-001-7823007 DISBURSEMENTS OF INCOME 12/04/O8~ SOSEPH L HOOD 2008 CO TRUSTEE COMPENSATION 472.00- 12/04/08 THOMAS C WETZEL CPA 2008 CO TRUSTEE COMPENSATION 472.00- 12/04/08 CHARLES E SHIELDS III ESQ 2008 CO TRUSTEE COMPENSATION 472.00- TRUSTEE'S COMPENSATION PNC BANK NATIONAL ASSOCIATION COMPENSATION BASED ON PRINCIPAL MARKET VALUE 1/26/07 525.76- 2/27/07 533.07- 3/27/07 534.09- 4/26/07 545.58- 5/29/07 550.16- 6/26/07 551.03- 7/26/07 526.50- 8/28/07 532.04- 9/26/07 542.59- 10/26/07 549.89- 11/27/07 592.69- 12/27/07 585.29- 1/28/08 530.40- 2/26/08 535.44- 3/26/08 529.79- 4/28/08 541.23- 5/28/08 545.97- 6/26/08 529.09- 7/28/08 514.16- 8/26/08 516.97- 9/26/08 492.23- 10/28/08 416.96- 11/26/08 407.97- 12/29/08 408.18- PNC BANK NATIONAL ASSOCIATION 12,537.08- i INCOME TAX PREPARATION FEE 8/28/07 700.00- 8/01/08 700.00- ' ! INTERNAL REVENUE SERVICE 1,400.00- !! FIDUCIARY INCOMH TAX ', BALANCE AND INSTALLMENT PAYMENTS 2/20/07 120.00- 1 5/14/08 620.00- ! 9/15/08 113.00- !, 12/15/08 170.00- ' ! TOTAL INCOME DISBURSEMENTS 1,023.00- 16,376.08- - 18 - MARY C SHAIfLL 27-27-001-7823007 DISTRIBUTIONS OF INCOME TO BENEFICIARIES RACHEL KESSLER 8/01/07 INDIANA UNIVERSITY OF PA FALL SEMESTER SCHOLARSHIP 350.00- . 11/30/07 INDIANA UNIVERSITY OF PA SPRING SEMESTER SCHOLARSHIP 350.00- 700.00- ASF~,EY MILLER 8/01/07 'i WEST CHESTER UNIVERSITY I FALL SEMESTER SCHOLARSHIP 2,000.00- ', 11/30/07 ~, WEST CHESTER UNIVERSITY I SPRING SEMESTER SCHOLARSHIP 2,000.00- !, 4,000.00- BRA~IDON SHANK I 8/01/07 ~, UNIVERSITY OF THE SCIENCES ', FALL SEMESTER SCHOLARSHIP 2,350.00- ' 11/30/07 UNIVERSITY OF THS SCIENCES ', SPRING SEMESTER SCHOLARSHIP 2,350.00- 4,700.00- ALAt~NA JUSTICE 8/01/07 ! ELIZABETHTOWN COLLEGE '! FALL SEMESTER SCHOLARSHIP 2,350.00- 2,350.00- MARS~ RRAYNAK ~I s/ol/o7 ~, LAROCHE COLLEGE !i FALL SEMESTER SCHOLARSHIP 2,350.00- (! 11/30/07 LAROCHE COLLEGE (SPRING SEMESTER SCHOLARSHIP 2,350.00- 4,700.00- - 19 - MARY C SHAtJLL 27-27-001-7823007 DISTRIBUTIONS OF INCOME TO BENEFICIARIES CHRISTOPHER BARRELLA 8/01/07 PENN STATE UNIVERSITY FALL SEMESTER SCHOLARSHIP 11/30/07 PENN STATE UNIVERSITY SPRING SEMESTER SCHOLARSHIP 525.00- 525.00- 1,050.00- KA~'LYN COCHRAN I 8/01/07 i UNIVERSITY OF PITTSBURGH FALL SEMESTER SCHOLARSHIP 11/30/07 UNIVERSITY OF PITTSBURGH SPRING SEMESTER SCHOLARSHIP AL~CIA SYLVESTER ~I 8/01/07 ', UNIVERSITY OF PITTSBURGH FALL SEMESTER SCHOLARSHIP 8/09/07 UNIVERSITY OF PITTSBURGH FALL SEMESTER SCHOLARSHIP STE~HANIE PRZEWOZNIK 8/01/07 BLOOMSBURG UNIVERSITY FALL SEMESTER SCHOLARSHIP 11/30/07 BLOOMSBURG UNIVERSITY SPRING SEMESTER SCHOLARSHIP 8/22/08 BLOOMSBURG UNIVERSITY FALL SEMESTER SCHOLARSHIP 12/03/08 BLOOMSBURG UNIVERSITY i SPRING SEMESTER SCHOLARSHIP II - 20 - 350.00- 350.00- 1,050.00- 1,050.00- 350.00- 350.00- 350.00- 350.00- 700.00- 2,100.00- 1,400.00- MARY C SHAtJLL 27-27-001-7823007 DISTRIBUTIONS OF INCOME TO BENEFICIARIE JENNIFER NAUSS 8/01/07 PENN STATE UNIVERSITY FALL SEMESTER SCHOLARSHIP 350.00- 11/30/07 PENN STATE UNIVERSITY SPRING SEMESTER SCHOLARSHIP 350.00- 700.00- CR~'STAL SINGISER I'i 8/01/07 ! SHIPPENSBURG UNIVERSITY ! FALL SEMESTER SCHOLARSHIP 350.00- 11/30/07 SHIPPHNSBURG UNIVERSITY SPRING SEMESTER SCHOLARSHIP 350.00- ' 700.00- ' JOrµv SEIGLE 8/01/07 SHIPPENSBURG UNIVERSITY ~, FALL SEMESTER SCHOLARSHIP 800.00- 11/30/07 SHIPPENSBURG UNIVERSITY SPRING SEMESTER SCHOLARSHIP 800.00- '', 1,600.00- I JENNIFER SEIGLE 8/01/07 KUTZTOWN UNIVERSITY ', FALL SEMESTER SCHOLARSHIP 1,000.00- ', 11/30/07 '! KUTZTOWN UNIVERSITY SPRING SEMESTER SCHOLARSHIP 1,000.00- . 2,000.00- TRA'f1IS MILLER I ~ 8/01/07 it GROVE CITY COLLEGE FALL SEMESTER SCHOLARSHIP 2,150.00- - 21 - MARY C SHALfLL DISTRIBUTIONS OF INCOME TO BENEFICIARIES CONTINUED: TRAVIS MILLER 11/30/07 GROVE CITY COLLEGE SPRING SEMESTER SCHOLARSHIP JA~2EK SHANK 8/01/07 MT ALOYSIUS COLLEGE i FALL SEMESTER SCHOLARSHIP I', 11/30/07 I MT ALOYSIUS COLLEGE SPRING SEMESTER SCHOLARSHIP CH~RLES SABOL ~, 8/22/08 SHIPPENSBURG UNIVERSITY FALL SEMESTER SCHOLARSHIP 12/03/08 SHIPPENSBURG UNIVERSITY I SPRING SEMESTER SCHOLARSHIP MARGARET SCHELL ICI 8/22/08 !~ ART INSTITUTE OF YORK I FALL SEMESTER SCHOLARSHIP 12/03/08 I ART INSTITUTE OF YORK SPRING SEMESTER SCHOLARSHIP JENNIFER SEIGLE ', 8/22/08 KUTZTOWN UNIVERSITY FALL SEMESTER SCHOLARSHIP ' 12/03/08 KUTZTOWN UNIVERSITY SPRING SEMESTER SCHOLARSHIP 27-27-001-7823007 2,150.00- 350.00- 350.00- 1,550.00- 1,550.00- 2,000.00- 2,000.00- 1,250.00- 1,250.00- 4,300.00- 700.00- 3,100.00- 4,000.00- 2,500.00- - 22 - MARY C SHAULL 27-27-001-7823007 DISTRIBUTIONS OF INCOME TO BENEFICIARIES JOHN SEIGLE 8/22/08 SHIPPENSBURG UNIVERSITY FALL SEMESTER SCHOLARSHIP 850.00- 12/03/08 SHIPPENSBURG UNIVERSITY SPRING SEMESTER SCHOLARSHIP 850.00- 1,700.00- BRIpNDON SHANK I I!i 8/22/08 UNIVERSITY OF THE SCIENCES li FALL SEMESTER SCHOLARSHIP 1,150.00- 12/03/08 UNIVERSITY OF THE SCIENCES ii SPRING SEMESTER SCHOLARSHIP 1,150.00- 2,300.00- RYl~N BAILEY 8/22/08 UNIVERSITY OF PITTSBURGH FALL SEMESTER SCHOLARSHIP 350.00- 1 12/04/08 I UNIVERSITY OF PITTSBURGH ', SPRING SEMESTER SCHOLARSHIP 350.00- 700.00- JOSHUA HARING I i 8/22/08 LOCK HAVEN UNIVERSITY FALL SEMESTER SCHOLARSHIP 350.00- ', 12/03/08 LOCK HAVEN UNIVERSITY SPRING SEMESTER SCHOLARSHIP 350.00- 700.00- SARA HEENAN 8/22/08 DUQUESNE UNIVERSITY FALL SEMESTER SCHOLARSHIP 350.00- - 23 - MARY C SHAULL DISTRIBUTIONS OF INCOME TO BENEFICIARIES CONTINUED: SARA HEENAN 12/03/08 DUQUESNE UNIVERSITY SPRING SEMESTER SCHOLARSHIP 27-27-001-7823007 350.00- 700.00- TRE{VIS MILLER 8/22/08 GROVE CITY COLLEGE I FALL SEMESTER SCHOLARSHIP 12/03/08 GROVE CITY COLLEGE SPRING SEMESTER SCHOLARSHIP CAI~DACE MYERS 8/22/08 ', SHIPPENSBURG UNIVERSITY FALL SEMESTER SCHOLARSHIP ', 12/03/08 'i SHIPPENSBURG UNIVERSITY SPRING SEMESTER SCHOLARSHIP JEN~IFER NAUSS 8/22/08 ' PENN STATE UNIVERSITY ~ FALL SEMESTER SCHOLARSHIP ', 12/03/08 ', PENN STATE UNIVERSITY SPRING SEMESTER SCHOLARSHIP EMI~,Y TRUMP I 8/22/08 PENN STATE UNIVERSITY FALL SEMESTER SCHOLARSHIP 12/03/08 PENN STATE UNIVERSITY SPRING SEMESTER SCHOLARSHIP 350.00- 350.00- 700.00- 350.00- 350.00- 700.00- 350.00- 350.00- 700.00- 350.00- 350.00- 700.00- - 24 - MARY C. SHAULL DISTRIBUTIONS OF INCOME TO BENEFICIARIES ALYSSA WARFIELD 8/22/08 MILLERSVILLE UNIVERSITY FALL SEMESTER SCHOLARSHIP 12/03/08 MILLERSVILLE UNIVERSITY SPRING SEMESTER SCHOLARSHIP 27-27-001-7823007 350.00- 350.00- 700.00- CHP~ISTOPHER BARRELLA ' 8/22/08 PENN STATE UNIVERSITY FALL SEMESTER SCHOLARSHIP 12/03/08 ', PENN STATE UNIVERSITY SPRING SEMESTER SCHOLARSHIP NAT~iANIEL COCHRAN 8/22/08 UNIVERSITY OF PITTSBURGH FALL SEMESTER SCHOLARSHIP ', 12/03/08 UNIVERSITY OF PITTSBURGH ', SPRING SEMESTER SCHOLARSHIP MAR' KRAYNAK 8/22/08 MILLERSVILLE UNIVERSITY FALL SEMESTER SCHOLARSHIP 12/03/08 MILLERSVILLE UNIVERSITY SPRING SEMESTER SCHOLARSHIP ASHLEY MILLER ~' 8/22/08 I WEST CHESTER UNIVERSITY FALL SEMESTER SCHOLARSHIP i 700.00- 700.00- 1,400.00- 1,150.00- 1,150.00- 2,300.00- 450.00- 450.00- 900.00- 1,900.00- - 25 - MARY C SHAULL DISTRIBUTIONS OF INCOME TO BENEFICIARIES • CONTINUED: ASHLEY MILLER 12/03/08 WEST CHESTER UNIVERSITY SPRING SEMESTER SCHOLARSHIP 27-27-001-7823007 1,900.00- 3,800.00- ME~HANICSBURG ARBA HIGH SCHOOL AL[~hIl~12 ASSOCIATION SCHOLARSHIP FUND 12/27/07 CASH DISTRIBUTED TOTAL INCOME DISTRIBUTIONS 28,559.00- 28,559.00- 87,859.00- - 26 - MARY C SHAULL - 27 - BALANCE OF INCOME ON HAND INVESTED CASH TOTAL INCOME 27-27-001-7823007 VALUE ACQUISITION 12/31/08 VALUE 3,288.96 3,288.96 3,288.96 3,288.96 VERIFICATION DEEiRA A SMITH VICE PRESIDENT OF PNC BANK, NATIONAL ONE OF THE TRUSTEES UNDER THE WILL MARY C SHAULL DECEASED, HEREBY DECLARES UNDEjR OATH THAT THE TRUSTEES HAVE FULLY AND FAITHFULLY DISCHARGED TEE DUTIES OF THEIR OFFICE; THAT THE FOREGOING SEVENTH ACCOUNT IS TRUE AND CORRECT AND FULLY DISCLOSES ALL SIGN]:FICANT TRANSACTIONS (OCCURRING DURING THE ACCOUNTING PERIOD; THAT.' ALL KNOWN CLAIMS AGAINSff THE TRUST HAVE BEEN PAID IN FULL; THAT, TCI THEIR KNOWLEDGE THEME ARE NO CLAIMS NOW OUTSTANDING AGAINST THE; TRUST; AND THAT ALL I~fAXES PRESENTLY DUE FROM THE TRUST HAVE BEEN PAID. THIS ST~nTEMENT IS MADE SUBJECT TO THE PENALTIES OF 18 PA. C.S.A. SECTION 4904 ~2ELATING TO UNSWORN FALSIFICATION TO AUTHORITIES. DATID: ~~~~~~~~ DEBRA A SMITH VERIFICATION THOMAS C WETZEL ONE OF THE TRUSTEES UNDER THE WILL MARY C SHAULL DECEASED, HEREBY DECLARES UNDER OATH TF~AT THE TRUSTEES HAVE FULLY AND FAITHFULLY DISCHARGED Tf~E DUTIES OF THEIR OFFICE; THAT THE FOREGOING SEVENTH ACCOUNT IS TRUE AND CORRECT AND FULLY DISCLOSES ALL SIGN:LFICANT TRANSACTIONSIIOCCURRING DURING THE ACCOUNTING PERIOD; THAT ALL KNOWN CLAIMS AGAINS~P THE TRUST HAVE BEEN PAID IN FULL; THAT, TO THEIR KNOWLEDGE THEME ARE NO CLAIMS NOW OUTSTANDING AGAINST THE TRUST; AND THAT ALL ~fAXES PRESENTLY DUE FROM THE TRUST HAVE SEEN PAID. THIS ST~ITEMENT IS MADE SUBJECT TO THE PENALTIES OF 18 PA. C.S.A. SECTION 4904 ~2ELATING TO UNSWORN FALSIFICATION TO AUTHORITIES. ~~ DATED : r ~ ~CJ~ ~~^ THOMAS C WETZEL - 28 - VERIFICATION THOMAS C WETZEL ONE OF THE TRUSTEES UNDER THE WII,Iy MARY C SHAULL DECEASED, HEREBY DECLARES UNDER OATH THe~T THE TRUSTEES HAVE FULLY AND FAITHFULLY DISCHARGED TFiq DUTIES OF THEIR OFFICE; TART THE FOREGOING SEVENTH ACCOUNT IS TRUE AND CORRECT AND FULLY DISCLOSES ALL SIGN]:FICANT TRANSACTIONS dCCURRING DURING THE ACCOUNTING PERIOD; THAT' ALL KNOWN CLAIMS AGAINST~THE TRUST HAVE BEEN PAID IN FULL; THAT, TO THEIR KNOWLEDGE THER~ ARE NO CLAIMS NOW OUTSTANDING AGAINST THE. TRUST: AND THAT ALL T~XES PRESENTLY DUE FROM THE TRUST HAVE BEEN' PAID. THIS STA~'EMENP IS MADE SUBJECT TO THE PENALTIES OF 18 PA. C.S.A. SECTION 4904 R~LATING TO UNSWORN FALSIFICATION TO AUTHORITIES. DATED: S ~ V °~ ~ ~~~~s~~ Joseph L Hood - 28 - VERIFICATION CHARFLES 8 SH28LDS III ONE OF THE TRUSTEES UNDER THE WILL MARY C SHAULL DECEASED, HEREBY DECLARES UNDER OATH THl~T THE TRUSTEES HAVH FULLY AND FAITHFULLY DISCHARGED THF~ DUTIES OF THEIR OFFICE; THAT THE FOREGOING SEVENTH ACCOUNT IS TRU~ AND CORRECT AND FULLY DISCLOSES ALL SIGNIFICANT TRANSACTIONS O~CURRING DURING THE ACCOUNTING PERIOD; THAT ALL KNOWN CLAIMS AGAINSTTHE TRUST HAVE BEEN PAID IN FULL; THAT, TO THEIR KNOWLEDGE THER~ ARE NO CLAIMS NOW OUTSTANDING AGAINST THE TRUST; AND THAT ALL T~XES PRESENTLY DU8 FROM THE TRUST HAVE BEEN PAID. THIS STA~EMENT IS MADE SUBJECT TO THE PENALTIES OF ].8 PA. C.S.A. SECTION 4904 R~LATING TO UNSWORN FALSIFICATION TO AUTHORITIES. C~~ C cG9~~i~(i~~ CHARLES E SHIELDS III DATED - 29 - Commonwealth of Pennsylvania, 1 ss: County of Cumberland, f I, HAROLD E. SHEELY, President Judge of the Ninth Judicial District of Pennsylvania, and Presiding Judge of the Courts of Common Pleas, Orphans' Court, and Court of Quazter Sessions of the Peace, in and for the County of Cumberland, do certify that Marv C. Lewis _by whom the annexed record, certificate, and attestation were made and given, and who in his own proper handwriting has thereunto subscribed his name and affixed his official seal, was, a[ the time of so doing, and now is, Register of the Probate of Wills and Granting Letters of Administra- tion, in and for the County of Cumberland, duly commissioned and qualified, to all whose acts, as such, full faith and credit aze and ought to be given, as well in Courts of Judicature as elsewhere, and that the said record, certificate, and attestation aze in fonm of law and made I, by the proper officer. In Teslhnon~ Whereof, I have hereunto set my hand, this 16th day of + July A. D. in the year of our :Lord One Thousand Nine Hundred ar~d Ninety-#h~'ec ~ ~_//~~ t~\{' %t~, president Judge G Commonwealth of Pennsylvania, l ss• Coun of Cumberland, f i I, T,awrPnrP F._ Walker prothonotary of the Court of Common Pleas, in and for the County of Cumberland, do certify that the Honorable Harold E. Sheely, by whom the foregoing attestation was made, was, at the time of making thereof, and still is, President Judge of the Court of Common Pleas, Orphans' Court, and Court of Quarter Sessions of the Peace, in and for the County of Cumberland, duly commissioned and qualified, to all whose acts, as such, full faith and credit aze and ought to be given, as well in Courts of Judicature as elsewhere. In Witness {Whereof, I have hereunto set my hand and affixed the seal o1F the said court,this 'i 16th day of .iuly A. D. One Thousand Nine I~undred and Nine y-three . nA _ Prothonotary REGISTER OF WILLS Certificate of Grant of Letters No. 21-69-110 ESTATE OF CLYDE L. SHAULL Social Security No. WHEREAS, on tlhe 24TH day of FEBRUARY, 19 69 instrument(s) dated was (were) admitte~ to probate as the last will of CLYDE L. SHAULL WHEREAS, a tru THEREFORE, I, in and for the Coum have this day grant to THE FIRST late of M~~HANrCSBURG who died on the 27TH day of APRTr. _ 19 ~~, and copy of the will as probated is annexed hereto. Register of Wills of Cumberland, in the Commonwealth of Pennsylvania, hereby certify that I Letters TESTAMENTARY D.B.N. who ha ve dul}~ qualified as FxF UTOR and ha ve agreed to administer the estate according to law, all of which fully appears of record in my Otfice at ('1ART rGT F _, Pennsylvania IN TESTIMONY 1wHEREOF, I have hereunto set my hand and effaced the seal of my Office the 24TH d~yof FEBR ARY 1952_. Register of Wi!!s OATH OF PERSONAL REPRESENTATIVE COMMONWE H OF PENNSYLVANIA SS: COUNTY OF CUMBER r for t robate of Wills and granting of Letters of dministration in and for the Before me the Re ist ty pe c}nally came ^ ` Coun of Cumberland grs$ \ who, being duly -._ ................• ----- ., do ............ depose a say that s //.- ................................._...._...... ---- ..... of the last Will and TestamelI'nt of ..........................................._...- ..................................... - - ......... deceased .......................................... wilµ well and truly admin' er the goods and cha rights and credits of said deceased i according to law. And also v~ill diligently co ly with the provisions of the law re .' to Transfer Inheritances. ......................°-....... and subscribed before me. Registei z ,~ ~ ca ~L. r (Y. J W F, _ ~ ~~ ~ ~ ~ N E z E H . c z ~' W fl a W A. D., 19-....-... ............. ................ --- --........ t--I ~' a b T 1--~ U -~ l; A rn~ ~ i .. ~: Y. ~: N g . ~ ~ ~ ~ ~ ' F.; U; N: N: ~i Wi Fi ^ A: N; ~ w: •. ~ S 4 ~ Q. is. DECREE 24th....... day of .......-.February ..........., A. D., 19-- 69,Xth~'rK Be it remembered that on the ................. . x9rr-t~[4l~terd~si3~Sf~E It~3lhc~tktxws~~3xstatxerrk~ofxxxXGc3gtat~cx4txx~a~zlkx xggyx~xx~xxl~Eec-.-.--.-.,;_-,._„-„-,,~xxxxxxxxxxxxxxxxxxx~~~~~pg~g~~~~ Letters Testamentary D.1~,N, The First Ban>/r to Trust Co, of Mechanics- ....................i.......-- -..... were granted to --burg; -1'a ;- --..........._.° -- ........................ - ........-...... .n the. estate of Clyde L. Shaull, late of Mech icsburg, Pa,, deceased. Witness m an an o icia y seal the day and year aforesaid. .. . li ~ Regi f. : . O ^ N ? d w ~ ~ ~ ~ Q ~ A. d O ~ ~' w. 0. 0 H~ . ` ~ _. vni D• G. ~. ~ W N ° GOC w ~°. I ~ 'c w fD ~ o ~ ~ ~ . ° y ~ ° ° y o- ~ ~ ~ r ~ ., E E fG : ~ n O ^ rn w n » a ° ' m , w - O N + r n ~ d o ~ ~ a y a c ~ `d ~ x fD y W ~: ~ w a. o n. A. w n o ~., y^ ~ n ~ 9 O 5 w o °' .., ~ ~ r o °' y T ~ fD ~ T 5 fy] ' iro ' ~. G d w • ~ ~ ~-: - . . ~ ~ ~ ~ ~ a ~ H n o ~ ~ . p w ~ ~ E ~~ ~ ~ w ~ - '.. '. ~ E o ~ -. ~ ~ a n _. Li y ti in n ~ T N <'~ P' - --__~ - ~_. ~~ w to o a. o ~ ~ ¢ ~ w w `a .~i ~{ p ~ ~ ~ I n ~ G 7 w T ~ O } ~ YI d y ~' LL . ~ ~ O ~ '\ N i't. y ~ ~ ~ Cf' (C j.~ :~..J N I q o T ~ :a ,a ~ .~ i ~ ~ ~ ~ ~ ' ~ ~ ~ a ~ ~s w r tips ~ ~ o '~ E ^~ ' o ~ B in o ~ o ,~ . . . o ~: o ^n ~ : ~ aao ' I m o' w N a v : - 9 ~ F',' ^' 0.. ~ w ,'O} , rt : 1%1 o phi d rt n a .»' ~ _ o lo lr a ~ n rv n n tp G a a ~ ~' ~A. ~ ~ ~ rv G0. G. ~ w , d n H r CUMBERLAND COUNTY, ss: This °•-•----------~eG.4rid.j ..................................day of.......-...-----........__Ma5-°-•--....----•------A. D.. 19.49.., before me ..............._ B~.1:G.I:gF.4..G-,--_S~~.dw-~,R_-_--,------------------.-,---, Register for the Probate of Wills of Pen sylvania~ peraot~dminiatration in and for said County of Cumberland, in the Commonwealth ally came-------...b.Qht.ie.. May..azld._Mildred. W,.--Watts ........................... the subscribing witness s to the foregoing instrument of writing purporting t;o be the last Will and June 22, 1948 TestamentSEx-..a??.d..~. di.G.~1---of--.Q~.YCIe--L,,--3hau-],1 ..............°------ Dated ..Saptamber---g-,.-1948 late of -----------------•°-- -. Maohanicsbatrg... -- - -- - ...-- - -- -- ....... ----~ - -- ....- ---...., deceased who being duly.....sR:4- -ll..--...--according to law, depose and say, that......xhay..W.e~a ......................... present, and saw and h and the testa...t:A.r ....... ........C-],ydQ-_I,,-_ Shaull----.---____---.-.-_...-- _ sign, seal, publish, pro ounce and declare the said instrument of writing as and for h..i.s. Testament and C dicil thereto, and Last Will~and at t e time of so doing ................ha..x~&s-....:......was of sound and disposing mind, memory and underatan ing, to the best of ................thfli~__,_------,_--_-------_.... _.-,knowledge, observa- tion and belief. ........d:?..T.~.Z.--- ---- -- - - - --- --- ---- ...................S.N!Q.T.C1........ -...and subscribed before CUMBERLAND COUNTY, ss: ------- -------------------------_- ----- ----...Mary... ~ x..sh.~.ul.7.........- -°------------------ -.....------ ---------- being duly .---------sw-q~~}--------------- ------says that as nearly as can be ascertained the said decedent........................ .....................°-°--......---- -•--....- -9.lyds3._L.~...Skaaull...........-° --........ --.._.......-..................-------died on .....YI[Adxi.9aliay_......the..........~7.tk1 .............day of-----....-°--°-......A.P~'i.7.- ---....----.........A. D., 19.49.., at or about.........4.i15 .................o'clock,....-.1?.+..M. ...............Svto.rn..--..............and subscribed this -•----------pC..n^rdl.---•-° •-----day of...alby.°°--- --°- 19...4.9, before m ~`~ _ f{ey.,a~rl„vwfi~h.r.~f 3~ .~.k~k4%t§'~~, "~''~u''vA ~,cw,i ... - - . ~ D.B.N. PETITION FOR LETTERS TESTAMENTARY IN 21 69 ~~Q THE ESTATE OF CLYDE L. SHAULL, DECEASED. TO: JOHN W. McMILLAN, JR., REGISTER OF WILDS FOR THE COUNTY OF CUMBERLAND IN THE COMMONWEALTH OF PENNSYLVANIA: 1. Clyde L. Shaull died on Wednesday, the 27th day of April, 1949, and was a resident of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania. 2. The Last Will and Testament of the said Clyde L. Shaull, dated June 22, 1948, provided as follows: " 8. I hereby appoint my said wife, Mary C. Shaull, executrix of this my last will and testament, and upon her death, The 'First Bank and Trust Company of Mechanicsburg, Pennsyl- vania as her successor. " 3. On May 2nd, 1949, Bertram G. Baldwin, then Register of Wills of Cumberland County, issued Letters Testamentary in the es- Late of Clyde L. Shaull to Mary C. Shaull. 4. The said Mary C. Shaull died on Friday, the .7th day of February, 1969, in the Borough of Mechanicsburg, County of Cumber- land and Commonwealth of Pennsylvania. Therefore, your petitioner respectfully petitions you to issue Letters Testamentary to it. THE FIRST BANK AND TRUST COMPANY OF ME ICSBURG, PENNSYLVANIA By : ~~~~~" Trust Of cer ~1-6~-11e .~ ~-7 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) Jesse Lt Startzel, Jr., Trust Officer of The First Bank and Trust Com~any~of Mechanicsburg, Pennsylvania, being duly sworn according to ~aw, deposes and says that the statements set forth in the forego~ng Petition are true and correct to t:he best of his knowledge, in ormation and bel~ef. -:v ~~.: ~ ~l' Trust Office Sworn to and me this ~ 7 ~,. subscribed before iay of February 1969. nNotary ublic LA~T WILL AND TESTAMENT OF .CLYDE L. SHAULL I, Clyde L. Shaull, of the Borough of Mechanicsburg, County of Cumberlan$, and State of Pennsylvania, being of sound and dis- posing mind,memory and understanding, do make, publish and declare this my last will and testament, hereby revoking and making void all former w lls by me at any time heretofore made. 1. I direci~ the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease, and the funeral expenses of r'~y wife, Nlary C, Shaull, at her death. I 2. All direct and collateral inheritance or succession taxes, whether Stag or Federal, shall be paid out of my residuary estate. 3. I give ~nd devise all that certain tract of f'srm land and ap- purtenances hereunto belonging, situated in Silver Spring Town- ship, Cumberland County, Pennsylvania, known as th.e "Shaull Farm" and devised ~o me by my Mother, Mary E, Shaull, ir.. her last will and testamen~, together with any additional tracts of farm land adjacent the~eto which I may have purchased from time to time, to -The First Bak and Trust Company of Mechanicsburg, Pennsylvania, Trustee, in rust nevertheless to pay the net rents and income therefrom tomy sister, Edna M, Shaull, for her sole and separate use during t~e term of her natural life. It is my desire that the person occupiring said farm as a tenant farmer at the time of my decease, shalll be permitted to continue to occupy and operate said farm so long as he does so profitably. If at any time during the continued op¢ration of said farm, the said tenant farmer desires to purchase price, to be ~.t, he shall be permitted to do so at a fair market (determined solely by the above named Trustee and 1, my attorney, ;George M, Houck. TYie decision as to whether the operation of ',said farm is profitable at any time shall rest entire- ly with the above named Trustee and my said attorney. In the event that it is decided by them that the operation of said farm is not profitable, i~hen 1 hereby authorize, empower and direct the said Trustee to sill the said farm land and appurtenances either at public or private s le or sales, and thereby convert the same into money to be invested n some safe securities at interest, to be held in trust for the same uses and purposes above set forth, except that the said Trusteeis hereby authorized to pay in addition to income so much of the rincipal as is necessary to maintain and support my said sister n the manner in which she is accustomed. After the death of my aid sister, I direct that the said farm land and ap- purtenances,or the proceeds thereof in the event of a sale of the same, shall l~e turned over to my Executrix or Executor hereinafter named and a Iinistered as a part of my residuary estate, except, however, the .upon the death of mq wife, Mary C. Shaull, the proceeds of this farm shall be divided equally between my five nieces and nephews, to it: Forrest S, Brenneman, Vera J, T9.nsley, Miriam E, Brenneman, M x"y C, Shaull and Walter H, Shaull. i 4. It is m desire that my estate in kind be kept intact as long as it is feasible to do so, in order that the persons who have been working wit .me and for me during my lifetime and at the time of my death will be assured of a continuing livelihood. For this purpose, I direct that each person who is operating any of my business enterprises, such as farms, quarries, strip-mining, contracting, etc., at the time of my death, shall be permitted to continue to operate said business enterprises so long as he does so profitably. Also, if at any business, property inc during the continued profitable operation of such at person desires to purchase the business and real ident thereto, he shall be permitted to do so at a 2. fair market price, to be determined solely by my E:!cecutrix or Executor andjmy attorney, George M, Houck. The decision as to whether the q'peration of any of said business enterprises is profit- able at any iaime shall rest entirely with my said 'Executrix or Executor and~my attorney, George P+I, Houck. In the event that it is decided by them that the operation of any one of said business enterprises il~s not profitable, then I hereby authorize, empower and direct my sand Executrix or Executor, to sell said business enter- prise and re~l property incident thereto either at public or private sale or sale upon such terms and to such persons as she or it may deem advisab~e, and thereby convert the same into money. 5. All thelrest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath to by wife, Mary 0. Shaull, for her sole and separate use during the t rm of her natural life, with full authority in her to uae all of t e income therefrom, and to consume axed use so much of the principa`~ as she desires. From and after the death of my wife, I direct thap my said residuary estate be distributed as follows: A, I ~ive and bequeath to my niece, Vera J, Tinsley, the sum of Ten Thousand 0 10,000.00) Dollars, to be paid t:o her in ten (10) annual inata~lments of One Thousand (~p1,000.00) Dollars each, the first instal~.ment to be paid at the end of one yee~r from the date of .death of my aid wife or myself, whichever occurs last. B, I ~ive and bequeath to my niece, Miriam E, Brenneman, the sum of Five (Thousand (~p5,000.00) Dollars, to be paid to her in ten (10) annual installments of Five Hundred 0 500.00.1 Dollars each, the first installment to be paid at the end of one year from the date of death of my s aid wife or myself, whichever occurs last. C, I~give and bequeath to my nephew, Forrest S. Brenneman, the aum of IIen Thousand 0 10,000.00) Dollars, to be paid to him in ten (10) anx~u l installments of One Thousand (yp1,000.00) Dollars each, li 3. the first installment to be paid at the end of one year from the date of deatki of my said wife or myself, whichever occurs last. The annt}al payments set forth in Paragraphs A, B and C above shall be mad$ in the event that there is cash available in the 'hands of the Executor for the same, and in no event are principal ~~. ^asaets of th estate to be sold or liquidated merely for the pur- 'poae of cony rting the same into cash for making these annual payments, an~ if there is not cash available, the payments shall be postponed uni~il such time as there is cash money in the hands of the !°Executor totake them. D. Thy balance of my said residuary estate shall be dis- tributed as Follows: fl) I live and bequeath fifteen (15~) per cent. thereof to the Mechanic burg Memorial Park with the authority in the governing Board to use the income and principal thereof for the improvement of said Parkb except, however, that a swimming pool adequate for the presidents of~'the Borough of Mechanicsburg shall be constructed with so much of s~id share in my estate as is necessary therefor, if .such a awimm ng pool has not already been constructed. (2) I ive and bequeath fifteen (15~) per cent. thereof to the St. Paul Ref rmed Church of Mechanicsburg, Pennsylvania, now located at the corne~ of South Frederick and West Locust :'~treeta. (3) I ive and bequeath the balance of severity (70%) per cent. of my said r siduary estate to a Committee or Board of Trustees which shall onaist of the Cashier of The First Bsmk and Trust Company of M chanicsburg, Pennsylvania, or his successor in office, the-Superint ndent of Schools of the Borough of Mechanicsburg, or his succeaso in office, and Attorney George M, Hauck or upon his death or fai ure to act as Trustee for any other x•eason, a person to be chosen bythe other two Trustees, to have and t;o hold said share in my residu~ry estate to the said Trustees and their successors, 4. `'in trust, hovyever, to and for the following uses and purposes:- (a) 'To hold, invest and re-invest the same in such legal in~estmenta and securities as are recognized by .the laws of the Commonwealth of Pennsylvania a,s legal investmem~ts for trust funds and such other investments as in th~ judgment of the Trustees are the equivalent thereof,~lwith authority in said Trustees or tb.eir successors to hold any real estate which may form a part of said ~hare in my estate and also to sell and convey the samelat their discretion. (b) 'I To use the income therefrom to assist: worthy and need~i students graduating or who have graciuated from theMechanicsburg High School in obtaining an higher education, and in the event the Trustees de- termine year fo ($500.0 purpose. determin assisted the stud educatic siatance lastly i such an the stud l authC inafter name which may at hat the income is not sufficient in any one this purpose, to use not more than F'Lve Hundred Dollars of the principal annually for such The Trustees shall have sole discrei;ion in ng the qualifications of the persons to be but shall be guided by these factors, to wit: nt must be qualified in ability for :such higher he or she must have need for financial as- from some source other than self or ]'amily, and is not my purpose to provide full f'Lnancing of ducation but to assist the efforts put forth by 6. ze, empower and direct my Executrix or Executor, here- 3, generally to sell any real estate or personal property any time form a part of my Estate, o:ither in accordance 5. with directidns and conditions contained in this last will and testament, or for such prices, upon such terms, in such way and manner, and ~'or such interests and estates as she or it may deem :advisable, ar~d to make good deeds or instruments of assignment "' herefor to ~he purchaser or purchasers thereof, without any obligation os~ the latter to see to or be responsible for the ap- .,placation of~the purchase money. 7. And I h~reby further authorize and empower my Executrix and '` her auccesso~^, generally, in case she or it shall think fit, to continue, periods as may be en incorpora the latter .terms of a. 'ry sisting at ;or agreeme .....relation to arrangement and to take into any r the benefit of my estate, for such period or respective he or it shall think expedient, any business in which I ed or interested at the time of my decease, whether alone, or in partnership with any person or persons, and in ase whether such continuance shall be required by the articles or agreement of partnership which may be sub- ~y decease or not; and to enter into any new arrangement from time to time, with any partner or partners, in any such business, either by way of substitution for any or agreement subsisting at my decease, or otherwise, any partner or partners, or additional partner or partners, :h business, and from time to time alter or vary any arrangement~ior agreement under which such business may be carried on, with power ~o employ, at such a salary as she or it shall think fit, a manager the powers any person I her this my la and Trust said business, and with power to delegate all or any of ted in her or it in relation to thee said business to persons whom she or it think fit. 8. appoint my said wife, I~4ary C. Shau:Ll, Executrix of will and testament, and upon her death, The First Bank of Mechanicsburg, Pennsylvania, as her successor. 6. And in case my said wife shall die in my lifetime, or for some other reasonLfail to qualify as Executrix, then I appoint the said The First Bark and Trust Company to be Executor in her place and stead. I fux!ther direct that George Iel. Houck, Esq., be retained by my wife and by her successor as attorney to advise and assist in the settlement o~' my estate. In WitnASS Whereof, I have hereunto set my hand and seal this twenty-secon~ day of June A.D. 1948. --~~~ /J, ~ SEAL) _v`~-~ 3igned,,sealed, published and declared by the above-named I~I Clyde L. Sha}tll as and for his last will and testeiment, in our presence, whp, in his presence, at his request, arrd in the presence of each othe~, have hereunto subscribed our names as attesting witnesses. i (y~LLn~ 7. CODICIL TO LAST WILL AND_TESTA~iENT_CF CLYDE L. SHAULL I, Clydd L. Shaull, of the Borough of 'ivlechanicsburg, County -of Cumberland and State of Pennsylvania, being of sound and dis- posing mind, ,memory and understanding, do mako, pu:olish and declare this codicil to my last will and testament dated June twenty-secon~ 1948, as follows: Whereaslin paragraph 5 of said will I have provided for a life estate ~o my wife Mary C. Shaull, for her sole and separate use during t e term of her natural life, with full authority in her to use all of the income therefrom, and to consume and use so much of .the I~rincipal as she desires; I now hereby amend said paragraph so that my wife, P~Iary C. Shaull, shall not only have the authoritly and the power to consume and use so much of the principal o also have t ;:.principal o which she estate. In wi fourth day my residuary estate as she desires, but that she shall authority and the power to withdraw so much of the my residuary estate as she desires, so that any amount withdraw shall thereafter be her own property and ss whereof, I have hereunto set my hand and seal this September A.D, (SEAL) Signedf sealed, published and declared by the above named Clyde L. Shull as and for a codicil to his last will and testament, in our pres nce, who, in his presence, at his request, and in the presence ofeach other, have hereunto subscribed our names as at- '- esting wit~esses. !t, i d-0-(.Gci. _ COMMONWEALTH F PENNSYLVANIA ~ COUNTY OF CUMBERLAND } Register's Office JULY 16TH lg 93 r~ ' ~.egister for tae rrobate ox wuts and granting Letters of Admi~ tistration for the County of Cumberland, in the Commonwe:ilth of Pennsylvania, do hereby certify the foregoing to be a tr~ I and accurate copy of the LAST WILL AND TESTAMENT AND CODICIL OF CLYDE L. SHAULL, ~ .ATE OF, MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED TOGETHE WITH THE FOLLOWING PAPERS NAMELY: PETITION FOR LETTERS TESTAMENT RY D.B.N. SUBSCRIBING WITNESSES TO THE WILL, AFFIDAVIT OF DEATH, OATH OFI SUBSCRIBING WITNESSES TO THE CODICIL, DECREE BY THE REGISTER ADMITTIN THE WILL TO PROBATE. WILL RECORDED IN WILL BOOK #46, PAGE #7 ETC., AND BEING ESTATE NO. 21-69-110 as the same remains on file an~ ~I of record in this office, .f ~~ , In testimony whemof I have hereunto set my hand ~ ~ ~ . .. , and official seal at Carlisle, the date above. K J ' ~ .l ai'y C L is Register ofWi's ~ i . , . ~IIII Commonwealth of Pennsylvania, i ss: County of Cumberland, f I, HAROLD E. SHEELY, President Judge of the Ninth Judicial District of Pennsylvania, and Presiding Judge of the Courts of Common Pleas, Orphans' Court, and Court of Quazter Sessions of - • "'~-•-. '- the Peace, in and for the County of Cumberlazid, do certify that •; ~ Marv C. Lewis by whom the -~. ', annexed record, certificate, and attestation were made and given, and ~'` who in his own proper handwriting has thereunto subscribed his name - and affixed his official seal, was, at the time of so doing, and now is, ~-~ Register of the Probate of Wills and Granting Letters of Administra- tion, in and for the County of Cumberland, duly commissioned and ~' qualified, to all whose acts, as such, full faith and credit aze and ought to be given, as well in Courts of Judicature as elsewhere, and that the said record, certificate, and attestation aze in form of law and made ~ by the proper officer. In Testimon R'hereof, I have hereunto set my hand, this 16th day of Jul A. D. in the year of our Lord One Thousand e Nine Hundred d Ninety-th e~~ ~j~ I,A_P_~V /resident Judge dth of Pennsylvania, i ss: of Cumberland, f ~_ •.~.q~ I, Lawrence E. Welker prothonotary i - !Jt _ of the Court of Common Pleas, in and for the County of ^'T ~+ Cumberland, do certify that the Honorable Harold E. Sheely, by ~"" whom the foregoing attestation was made, was, at the time of making thereof, and still is, President Judge of the Court of Common Pleas, Orphans' Court, and Court of Quarter Sessions of the Peace, in and for the County of Cumberland, duly commissioned and qualified, to all whose acts, as such, full faith and credit aze and ought to be given, as well in Courts of Judicature as elsewhere. In Witness { hereof, I have hereunto set my hand and affixed the seal of the said court,[his 16th day of July A, D. One Thousand Nine undyed and Ninety-three .p ,~ L ~ ~Q-ea-. C-~ ~~~Xl~t. _ Prothonotary i e~t~.. Q ~ Wa~ia., , REGISTER OF WILLS g5v ~.~_'. No. Certificate of Grant of Letters 21-69-85 ESTATE OF MARY C. SHAULL Social Security No, WHEREAS, on tl~te 13TH day of FEBRUARY, 19 69 instrument(s) dated .7 ANTIARV P2. 1958 AND JULY 25. 1966 was (were) to probate as the last will of MARY C. SHAULL late of MECHANICSBURG _, who died on the 7TH day of FEBRUARY-, 19 69 ,and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, Ib JOHN W. McMILLAN. JR. ,Register of Wills in and for the County of Cumberland, in the Commonwealth of Pennsylvania, hrreby certify that I have this day gran~ed Letters TESTAMENTARY to THE FIRS' BANK AND TRUST COMPANY OF MECHANICSH~URG, PA. who ha ve and have in my Office at qualified as EXECUTOR Ito administer the estate according to law, all of which fully appears of record CARLISLE _, Pennsylvania IN TESTIMON~' WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 13TH I~syof FEBRUARY ,1969 , No. 21 69 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of MARY C. SHAULL ,deceased. To John w Mcrtillan sr ,Register of Wills for the County of Cumberland, iln the Commonwealth of Pennsylvania. is PetitionerGs)x~ilhe execut or named in the Last Will and Testament of RY SHA LL d~tec~ 95s D Co icil date ul 25, 966. Decedent was a citizen of the United States and a resident o~ XX2T~~ Mechanicsburu Borough, Cumberland County, Commonwealth of Pennsylvania. Decedent died on Friaay the 7th day of February , A. D. 199-, irh the County of cumberlana ,State of Is®sx Decedent has since the execu Decedent was ~ at the age of ~F years. ~l~asc been married and has not had children of the above described Will. assed of personal property to the values of her born to xlxi+rnax and of real estate to thf; value of unestimatea I as near as can be oscertained;soid real estate situated dS follOWS 129 East Main Street. Mechanicsburq~ Penna. x~~~~ Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated Februar~ 11, 1969 i Name and address - % ~ J ~%~~~~ of Petitioner(s) ,/ Trust Office TheFirst Bank and Trust Company-of Mechanicsburg,. Pa. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF C~JMBERLAND )} ss Jesse L. Star~zel, Jr., Trust Officer of The First Bank and Trust company er Me nanicsburg, Pa. , named in above application, being duly sworn according to law say(s) that the ~ statements set forth in this petition are true to the best of ham- knowledge and belief. ~y' i sworn ¢nd subscribed before ~~`~-~~ ~~e~?~~' ~ mew^~_~eblr~ar#'~11~ ~ ~7/J19~6.r9 ~ ~~~~.~~.~,1~ ry T~/l-G.` / ~ ~.~ Filed: February's 13, 1969. ~_ ill Attorney: GeorgEe r1. Houck _ l~l~~ i\ ~ %/% OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) (() SS: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of C~unberland, eersgnally came ..Jesse,-,L,,,-S.t-dz.tz.ed.,...,7.x.._,.Tzus.t...O.ffi.ce.r...o.f...The...First Bank and Trust Company of Mechanicsburg, Pa., who, beinxx duly ....sworn--.y__..., do ~~-;..... depose and say that as Trust-.Of,f;i-c~7~..pf,_'I`h~_.Fz,xSt...Bank and TrUSt Company of I~echanicsbu g, Pa., Executor of the last Will and Testament of .........._..........._._..Mary_C_,.--5}l~ui.l..,......__ ......................._.............. deceased --------------- he-.-_-_..-..-...---. will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also vyill diligently comply with the provisions of the law relating to Transfer Inheritances. -...........Sh'4r.P.......- and sub9,aibed before me. ' J/I/} /P/ rust Officer of~Phe First Bank and I(" ~ U~C {' ~^~~`~Y-f~' .-------- Trust Company of Iechanicsburg, Pa. .._.... - ........ J( .V...I ~-.......... - ...... -- .._..- - .... - - ....._.....- - - Regis ~: i v ~: v ~ '. Q i ~' ' ti ~ i ~! O Q7 a; ~; J ~ x J ' r q: p ~ U ~. W ~: ~ U. _ ~ ~ i ~; N; p: N: '~ ~ ~ ~ i a: L3.; z ~ .. ° e +' p an w ~ ~ ~ L ~ " 'O ^ ' " z a w DECREE Be it remembered thaton the ...... ..13th day of ..... ........February A. D., 19..x.9., there was probated and recorded tlhe last Wil l and Testament of ---. _.....--.._ Mary C. Siuaull late of ........._...MeChanlCsbur.g ..... ........ .. . .. Cumberland Coun ty, Pennsylvania, Deceased. Letters __.Tes->i;3m~.n,lirk.xy----------------------_...-... were granted to .._........T.~?e.. Fi.rst.. Bank.._~nd Trust Company of Mechanicsburg, Pa. Witness m hand and officia Q seal the day and year aforesaid. y ~j / / ~_ - Register. ~~ ~ .-7 .-i V V -~ -~ T v v C o ~ ~ ~ ~ `~ ~' ^ I" o ~ .~. Tk C Z 't7 Sa !" y Vl. o~ O v H p " ..{ d tL" v~ c ~? p, - ~ -C N '. ~ B rti: n. .~ u c m .~ '. 0 3' M •rF ~ v o o o E ~ c " ^ I= ~ a Y ~ ~ ~ r ~ ° ~' _ ° v v ~ ro ri: E .c': -a ~~ y', ~' V ~ h v v ~ eo U. Y °_° F v C ~ ~ ~ v ~+ ~ a `. ~i' ~ ~ ro: y b: ~ ,,, ~: o ~ ~ c ~: o w y ~; h Q~ C ~ ~. ~ ,~ s o w ~ ~ - N .d y,'. y c y, °' y ~, ° E ~ o c ~, ~ I' ~ o. ~ y - E ~ ~ h ~ ~' ~ c ~ a ~ m ' .o H ~ E ~ ~ .~ ,~ x H O~{ ~ o o O 5 i :: N ~ h /'~ ~ ~ "EJ O tC (~" b `~ o H ~ d ,~ ~G y,,: ~' ecA 0 f-1 k7~ I'S w ai C r7: q ~ o H: 3 a b ~ x ~ n. ~? u a A it ~ C w ~ ~. •~ ~ ~ ~ .o y ~~ :: eo ~ v ~ :; .E 'o ~ U F ~I~ .~ > ^ 3 s a o 0 ;~a ~~ OATH OF SU~9SCRIBING WITNESS .. COMMONWEALTH OF P$NNSYLVANIA l } ss: COUNTY OF CUMBERLAND This .......................1.1ta1.......:.........-.._....................... day of .................February.........-- --- -- ... A. D., 19.69.., before me ....John_W..__Mc$Mi,llah,,._.Jr ........................_..._..................._.._....._ Re ster for the Probate of Wills and granting letters of Admi~tistration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .................~or~e M. Houck and Mildred W. Watts, the subscribing witnesses to late of tne-_aorougn..c who being duly ............swc present, and saw and heard sign, seal, publish, pronou Last Will, and at the time memory and understanding, :foregoing instrument of writing purporting to be the last Will and Testament of r-X C. Shaull..........-°-° ........_............ Dated JanuarX...??.r...1958 -Mechanicsburg---------------------------------- ---- Cumberland County, Pa., deceased n ......................... according to law, depose and say, that ......-..theX were etesta...~xix.._..........-° ....... ......Ma.Ky..C.. Shaull.....-................_...----- ..-... e and declare the said instrument of writing as and for heT ............. Testament and so doing ..............she---.------ --_ -.----. - . -was .of sound and disposing mind, ~ the best of .......their ............................................... knowledge, observation and belief. 'd before ~" z"' ":e..~7..t.:.... ~.Y!r.~1, ~- ....................- - ~"~:~~. ~:Y.:... ~l-~~ ................. - - Register. AFFIDAVIT OF DEATH COMMONWEALTH OF P1~NNSYLVANIA ~ ~ ss: COUNTY OF CUMBERLAND ) •+co~o ii. _o Gar L'Le1r ter. r '1'SU~t--UTYl,S<~X..-Q.~...'gee..F7..LS.t...Bdnk...and..Trus.t...... being duly -'Coifiparip of"T~teoliari"csfi~tirg;--Pa. ------.,.__--..--sworn-_--.--,._------t says that as nearly as can be ascertained the said decedent ...Marr...C.-..Shau1.1.,.. ' ~ ---°° . ................ ........ . ....... ........... . ..................... .........°-- --- .... died on X...°--°-.......... the ....., Frida ...--°7th-°-- -- .... day of ............Fe?~7C.t1dzY ................- ..... ......... A. D., 19..6.9., at or about ..........._5 15 11th ............... o'clock,?... M. and subscribed this . day of February L•I-•I~-~c~"~^::..~ Register. ~~l , ~ r CODTCT~, TO LAST WILL AND TESTAMENT OF MARY C. SHAULL T, Mary C Shaull, of the Borough of Mechanicsburg, County of Cumberland end State of Pennsylvania, being of sound and dis- posing mind, memory and understanding, do make, publish and de- Clare this Codl~.cil to my Last Wi11 and Testament dated January 22nd, 1958, he$~eby revoking the Codicil made January 23rd, 1965, since this Cod~cil contains inter alia the same bequest. T. T give an{i bequeath the sum of Three Thousand ($3,000.00) Dollars to The'i$irst Bank and Trust Company, Mechanicsburg, Penn- Sylvania, Trus'~ee, in trust for the following purposes: C1) Tp invest and reinvest the same in such securi- ties as theTrustee shall deem proper, not limiting itself to so~calle~l legal investments. (2) Tb pay the income therefrom, annually, to the Mechanicsburg Area Public Library. TT. Whereas, ~in paragraph 3 a of my Last Will and '.Cestament, I bequeathed to $nk brother, William A. Fink, the sum of Three Thou- sand C$3~000.Ob) Dollars, T hereby change and amend said bequest to read as folhows: 3. a. Tomy brother William A. Fink and his wife, Minerva Fi~k, or the survivor of them, T give and bequeath sum of Three Thousand ($3,000.00) Dollars. I III. T give an~ bequeath the sum of One Thousand ($:L,000.00) Dollars to Mar J. Brenneman. TN WTTNES'~ WHEREOF, T have hereunto set my hand and seal Page 1. .r3.C:s~ d ~~ti this /~ 5 day of duly A. D. 1966. ~ ~ ,X~A' ,,1 (SEAL) Signed, sealed, published and declared by the above-named Mary C. Shau171 as and for a Codicil to her Last Will and Testament dated Tanuary,22nd 1958, in the presence of us Who have hereunto subscribed out names at her request as witnesses thereto, in the presence of tl~e said testatrix and of each other. Page 2, ~~~. ....., L~A T WILL AND TESTAMENT OF MARY C, SHAU'LL I, Mary C. Shaun, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound and dis- posing mind, memory and understanding, do make, publish and de- clare this my Mast will and testament, hereby revoking and making void all formed, wills by me at any time heretofore made. 1. I direct the payment of all my just debts as soon as con- veniently may Z{e after ray decease. 2. All direc whether State estate. The foilo~ if the same sh event of the d person shall 1. a. bequeath b. queath th c. queath my d. ~t~,~ "va~ia, I 0500.00) and collateral inheritance or succession taxes r Federal, shall be paid out of my residuary 3. ing bequests are to be given to the persons named, 11 be living at the time of my death, and in the ath of any one of them, the bequest made to that pse and become a part of Illy residuary estate. o my brother William A. Fink, I give and he sum of Three Thousand ($3,000.00) Dollars. my friend Jessie Keller, I give and be- sum of Three Thousand 03,000.00) Dollars. my friend Doris E. Houck, I give and be- incess ring, o the Humane Society of Harrisburg, Pennsyl- ive and bequeath the sum of Five Hundred liars. Page 1. ~"~~a .:~ 4. I give anc) bequeath to Dr. George M. Markley my large chime grandfather's dock. 5. During my~lifetime, I took an assignment of a mortgage and bond in the su~ of Ten Thousand (.$10,000.00) Dollars from the Es`tate'of Clyd~ L. Shaull, deceased, being the mortgage and bond of Forrest S. $renneman covering the quarry property in Silver Spring Townshi~, and also an assignment of a chattel mortgage and bond; in the su[~( of Thirty Thousand ($30,000.00) Dollars from Ii.~/W. Shaull ar~d Son, Inc., being the chattel mortgage and bond of Forrest 5. ~renneman covering equipment and machines used at said quarry pr~perty. I hereby direct that any amounts due on said mortgages'iand bonds at the time of my death be cancelled by m~ executor so~Ithat the said Forrest S. Brenneman shall be relieved of fu~{ther obligation to pay the same. I further direct mq''executor toenter proper satisfactions on the records in the Cb"urt House at ',Carlisle, Pennsylvania. Any State inheritance or ~; ,' Federa"1 estate~'~,tax which might be due and payable on account of the cancellatidn of these indebtednesses shall be paid out of my re~si~3uary estate. 6. . All the rust, residue and remainder of my estate shall be distributed as (follows: (a) i,I give and bequeath fifteen ~ thereof toy the Mechanicsburg Memorial authority Alin the governing board to u: principal (thereof for the improvement (b) ~~II give and bequeath fifteen sp- thereof toSt. Paul's Evangelical and ~a~ (15%) per cent. Park with the ;e the income and of said Park. (15%) per cent. Reformed Church, Page 2. Mechanicsburg, Pennsylvania, now located at the corner of South Frederick and West Locust Streets. (c) I give and bequeath the balance of sE:venty (70~) per cent. of my said residuary estate to a Com- mittee or~Board of Trustees which shall consist: of the Cashier off' The First Bank and Trust Company of Mechanics- burg, Pennsylvania, or his successor in office;, the Superintendent of Schools of the Borough of Mechanicsburg, or his successor in office, and Attorney GeorgE: RR. Houck, or upon h~s death or failure to act as Trustee for any other rea~on, a person to be chosen by the otha:r two Trustees,~lto have and to hold said share in my residuary estate to'ithe said Trustees and their successors, in trust, ho{vever, to and for the following uses and purposes: (1) I, To hold, invest and reinvest the same in s~ch legal investments and securities sas are recognized by the laws of the Commonwealth of Pennsylvania as legal investments for tru;;t funds and (such other investments as in the judgment of the trustees are the equivalent thereof. (2) ITo use the income therefrom to assist wort~y and needy students .graduating or who have gradk~ated from the Mechanicsburg High School, in obtaining an higher education, and in the event the ~rustees determine that the income is not sufficient in any one year for this purpose, to use ~ot more than Five Hundred ($500.00) Dollars of tie principal annually for such purposf;. The Trustees shall have sole discretion in dei;ermin- ing the qualifications of the person to be: ~~ 1_ Page 3. ~ .. #~; assigted, but shall be guided by these factors, to wit: The student must be qualified in ability for such higher education, he or she must have need 'for financial assistance from some source ~, othe>Ir than self or family, and lastly, it is not `"~" my py~rpose to provide full financing of such an eduction but to assist the efforts put forth by the Student. 7. .And lastlyy I nominate, constitute and appoint The First Bank and :Trust Compa>~Sy of Mechanicsburg, Pennsylvania, as Executor of this a~ `my'°'iast will an~i testament. I further direct that George M. Houck, Esg., be retain~d by said Executor to advise and assist in the settlement of m~ estate. IN WITNESS~IWHEREOF, I have hereunto set my hand and seal this ~ :~ :, 7,~ ~'{day`of Jan~iary A.D. 1958. Y 'vA. 1: Fl~i ~ i Ps. I I !~"''~``~ SEAL) : .Signed, se led, published and declared by the above named Mary C. Shaull s and for her last will and testament, in the r~esence of us ho have hereunto subscribed our names as witnesses p. s,., . thereto, in the presence of the said test trix and oi' each other. 7bt' P.l . ~ a1- ~'1',.~ '' ~`~~ Page La.. ~. E COMMONWEALTHIOFPENNSYLVANIA l ss. COUNTY OF ~"UMBERLAND J Register's Office-JULY 16TH 1g 93 Z . MARY C. LEWIS. I~ Register for the Probate of Wills and granting Letters of Admik~istration for the County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify the foregoing to be a tr~}e and accurate copy of the LAST WILL AND TESTAMENT AND CODICIL OF MARY C. SHAULL, LAATE OF, MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. TOGETHEI? WITH THE FOLLOWING PAPERS. NAMELY: OATH OF SUB- SCRIBING WITNESSES TO THE WILL. AFFIDAVIT OF DEATH. OATH OF SUB-SCRIBING REE BY THE RS TESTAMENTARY. WILL RECORDED IN WILL BOOK #61. PAGE #576 ETC. as the same remains on file an~ of record is this office. In testimony whereof, I have hereunto set my hand and ofnficial seal at Carlisle, the date ab/'ove. mot( '. rf~rJ n.Sb ~ ~la.~.t Mary C . L is , Regtster of ills. Mary Shaull Trust Zeigler, Wanda Page 1 of 1 From: Charles Shields III [ceshields3@comcast.net] Sent: Friday, July 10, 2009 10:52 AM To: Zeigler, W nda Subject: Mary Shad Trust Importance: High Dear Wanda: As per your discussion v Kindly attach this letter Thank you. Very truly yours, Charlie The Information contained i product privilege. It is inter virtue of this having been s not the name recipient or t dissemination, distribution communication in error, plr Michelle, please find the attached letter from the Office of Attorney General. the Adjudication and Accounting to the Mary Shaull Trrst for the Judge's review. this email message is information prateded by attorney-elie:nt and/or the attorney/work fed only for the use of the individual named above and the privileges are not waived by nt by email. If the person actually receiving this ema(I or any other reader of the email is e employee or agent responsible to deliver it to the named recipient, any use, r copying of the communication is strictly prohibited. If you have received this ise immediately notify us by telephone at (717) 766-0209. 7/27/2009 .,~ ~/~/°q cs COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL TOM CORBITT ATTORNEY GENERAL '~ July 2, 2009 Charitable Trusts and Organizations Section 14"' Ploor, Strawberry Square Flarrisburg. PA 17120 Telephone: (717) 705-2462 ['acsimile: 717-787-1 190 jcoles!aattomcygeneral.gov Charles F:. Shields, G Clouser Road Comer of Trindle m Mechanicshurg, PA RE: Marv Uear Mr. Shields: `this will act Seventh and Partial Esquire Clouser Road 7055-9735 Shaul) Scholarship Trust; No. 21-69-0085; Cumberland County e receipt of your letter dated Junc 22, 2009. Petition for Adjudication and and Last Will and Testament, regarding the above-captioned matter. I have review d the Seventh and Partial Account o1' PNC Bank. National Association. Thomas C. H'etzel, Charles E. S fields. III and Joseph L. 1 [ood. Trustees, of the Scholarship Trust of Mary C. Shaul). Deceased, an have no objections. Plcasc forward a copy of the Adjudication as soon as it is available. Please be ofrce and has no attention to this n sed that the shove review was conducted pursuant to the pnreirc pmriue role of the ~ing on any matter unrelated to that function. 'thank you for your time and Sincerely. Book Coles Attorney General JBGIss CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HO~UCK (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795-7473 June 17, 2009 Register of Wills Cumberland Coun~y Court House 1 Court Square ~, Carlisle, PA 1701$ In Re: ESTATE OF MARY C. SHAULL No. 21-69-0110 Dear Sir / M, Please find enclosed for filing 2 copies of the Seventh and Partial Accounting for the Mary C. Shaull Es ate and Trust, 2 copies of the Petition for Adjudication /Statement of Proposed Distribu ion, as well as Check No. 1325 in the amount of $130.00 for the filing fee. I am also enclosing extra copy of the Seventh and Partial Accounting Auld Petition for Adjudication to be clocked in. All interested parties have already been notified, including the Attorney General' Office. Thank youfor your kind attention to this matter. Very truly yours, C~u,,rr~ t . G~ .~ Charles E. Shields, III Attorney-At-Law CES/mjj Enclosure