Loading...
HomeMy WebLinkAbout12-04-12 n r,s r. __-~ ~ ~ ~ ` ~ i ~1 ,;. ., DECEDENT'S ESTATE ~ '~ '~ ~ ' `~ , ~~ t.~ I"~"A1r .,~...~ j ~ '...b COURT OF COMMON PLEAS OF ~ k t- '~ ~ CUMBERLAND ..., _p --..., PENNSYLVANIA:- COUNTY r,~.~~ . ~n~;~ -~~r , ~ ,~ ORPHANS' COURT' DIVISION ESTATE OF RUSSELL F. ELLENBERGER, JR. DECEASED No 21-11-0971 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIDUTION PURSUANT TO Pa: O.C. Rule 6.9 This form nay be used in all cases itzvolving tlae tludit of the account of a .Decedent's 'state. If space is insufficient, riders nay be attached Attach the spouse 's election, rf any; the papers required under items 8-.19 inclusive; and any instr°un~ent pertinent to the adjudication. INCL UDE A TTA C.lI1i~"~'NTS A T TTI~ BACK DF THIS F'DRM. Name of Counsel: Ann E. Rhoads, Esquire Supreme Court I.D. No.: 4 9 6 31 Name of Lave Fzrm: Cleckner and Fearer Address: 119 Locust St., P. O. Box 11847, Harrisbur , PA 17108-1847 Telephone: 717-238-1731 Fax: 717-238-8481 Fot-n:OC-01 rev. 10.13,Q~ Page 1 of I4 Estate of RUSSELL F. ELLENBERGER, JR. 1. Na~ne(s} and address(es) of Petitioners}: Ruth Ann McMillen. Asst. VP Name: Manufacturers and Traders Trust Company 213 Market Street Address: Harrisburg, PA 17101 Elizabeth L. Ellenberger Deceased 325 Wesley Drive, Apt. 3311 Mechanicsburg, PA 17055 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? ..................... ~/ Yes [] No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. Z. Decedent died on August 13, 201 1 (~ Letters Testamentary o~- setters of Adzninistratian were granted to Petitioner(s) on Senl~mber 4, ?,()1 1 Date of WiII cif applicable): May 6, 2010 Date(s) of Codicils} (f applicable): None Date of probate (if different fi°cni date Lettef-s granted}: Same 'Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes [~ No Dates of advertising of the grant of Letters: The Patriot News: Oct. 14, 21 anal 28, 201 1; Cumberland Law Journal: Oct 7, 14 and 21, 201 1. Form DC-OI rev. 10.13.D6 Page 2 of 10 Estate of RUSSELL F. ELLENBERGER, JR. . Deceased 3. ~JVas decedent survived by a spouse? . . ........................... /^Yes ^ No If yes, name of the surviving spouse: Elizabeth L. Ellenberger 4. Has the surviving spouse filed to take an elective share? ............. ^ Yes ~No (See Section 2201 et s.~. of the P~~obate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or sur~~iving issue of deceased children (rf none, so state}: 6. Did decedent many after execution of Will or Codicils)? ........... ^Yes /^ No Were any children born to decedent after execution of Will or Codicil{s)? ..........................:................ ^ Yes ~ No If yes, give names and dates of birth: 1Vanze: Date of Birth: 7. if required by the Medical Assistance Estate Recovezy Act, 62 P.S. § 1412, wras a request for a statement of claim sent to the Department of Public Welfare? ............................:. /^ Yes ^ No Form OG01 rev. 1.13. n~ Page 3 of 10 Estate of RUSSELL F. ELLENBERGER, JR. ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parfiies in interest listed in item 9 below, all unpaid creditors and all claimants listed in item l 0 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. see Attached. B. if Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be subnitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not tcui jztr~is {e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such part~r's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attarney General's clearance certificate (or proof of service of Notice and a copy of such Notice} must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable} of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest{s}: ll~arne and tlddress of Each Party in lnterest J Relationslttp and Co~mner2ts, rf ariy ~ Interest Manufacturers and Traders Trust Company 213 Market Street Harrisburg, PA 17101 Elizabeth L. Ellenberger 325 Wesley Drive, Apt. 3311 Mechanicsburg, PA 17055 Trustee of Trust created under ITEM III of Will. Life beneficiary of Trust. Fora: C7GD1 rev. zo.l~.o~ Page 4 of 10 ESTATE OF RUSSELL F. ELLENBERGER, JR. 8.A. List of Names and Addresses of Parties in Interest to Whom Notice has been Given: The attached Notice of Audit required by Pa. O.C. Rules 6.3, 6.7 and 6.8 was given to the following by certified mail, return receipt requested, on December 4, 2012: St. John's Lutheran Church 44 W. Main Street Shiremanstown, PA 17011-6326 Christopher T. Stoner 3030 Governors Avenue Duluth, GA 30096 Helen Lee 2464 Cocklin Court Mechanicsburg, PA 17055 Mary Ann Olley 1525 N. Front St., Apt. 203 Harrisburg, PA 17102 Robert M. Olley, Jr. 104 Calvary Court Leesburg, VA 20175 Linda Olley and Robert Olley 5327 Cobblestone Drive Mechanicsburg, PA 17055 Elizabeth K. Stoner and Arthur H. Stoner 651 Candlewyck Road Lancaster, PA 17601 David M. Stoner 38750 Edward Walsh Drive Willoughby, OH 44094 Brayden M. Olley c/o Robert R. Olley, Jr. 104 Calvary Court Leesburg, VA 20175 Michael S. Stoner c/o Mr. and Mrs. Arthur H. Stoner 651 Candlewyck Road Lancaster, PA 17601 Elizabeth L. Ellenberger 325 Wesley Dr., Apt. 3311 Mechanicsburg, PA 17055 Manufacturers and Traders Trust Company 213 Market Street Harrisburg, PA 17101 John L. Downing, Esquire Deputy Attorney General Charitable Trusts and Organizations Section Office of Attorney General Commonwealth of Pennsylvania Strawberry Square, 14tH Fl. Harrisburg, PA 17120 Estate of RUSSELL F. ELLENBERGER, JR. Deceased R~ame artd ~4ddress of Each Par in Interest Relatio~~shr arzd Comments, r{an ~ Interest t. o n's ut eran hurch Church 10% remainder 44 West Main Street interest in trust and Shiremanstown, PA 1701 l - contingent 6326 remainder interest in trust. Elizabeth K. Stoner and Step-daughter and 40% remainder Arthur H. Stoner her husband interest in trust. 651 Candlewyck Road Lancaster, PA 1760.1 CONTINUED B. Identify each party who is not sui ju~is ~e.g., minors or incapacitated persons). For each such party, give date of birch, the Hanle of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. Brayden R. Olley is a minor. Notice is being given through his father and natural guardian, Robert M. Olley, Jr. C. State why a Petition for Guardian/Trustee ~d Liteni has or has not been filed for this Audit. (see Pa. D.C. Rz~le 17.4). In the opinion of the accountants, the interest of the minor child will be adequately protected by his father/natural guardian. No distri- bution will be made to the minor at this time and his interest is contingent, to be vested, if at all, at the time of termination of the testamentary trust. D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A. Form CC-OI rev: zo.ls.o~ Page 5 of 10 Estate ef^ RUSSELL F. ELLENBERGER, JR. ,, Deceased 9. A. CONTINUED ~ ~ ~ : Name grad ~4ddress of Eaeh Party in I~ferest ~ .X2Yatfonsir%o fnad Comments, tf any ~ trtterest Christopher T. Stoner Step-grandson Contingent remainder 3030 Governors Avenue beneficiary of trust. Duluth, GA 30096 Michael S. Stoner. ~ Step-grandson Contingent remainder c/o M/M Arthur, H. Stoner ~ beneficiary of trust. 651 Candlewyck Road Lancaster, PA 17601 David M. Stoner Step-grandson Contingent remainder 38750 Edward Walsh Drive beneficiary of trust. Willoughby, OH 44094 Robert and Linda Olley Cousin and husband 20% remainder 5327 Cobblestone Drive beneficiaries of trust. Mechanicsburg, PA 17055 Mary Anne Olley 5% remainder beneficiary 1525 North Front St., Apt. 203 of trust and contingent Harrisburg, PA 17102 remainder beneficiary of trust. Robert M. Olley, Jr. 5%~remainder beneficiary 104 Calvary Court ~ of trust and contingent Leesburg, VA 20175 remainder beneficiary of trust. r r estate oaf RUSSELL F. ELLENBERGER, JR. , Deceased 9. A. CONTINUED ATtxrne and .~ltfdress o{Each Party in .£nierest ~ .Relationship rmd Commesa.ts, if any ~ l ~nzerest Brayden R. Olley c/o Robert M. Olley, Jr. 104 Calvary Court Leesburg, VA 20175 Contingent remainder beneficiary of trust. Helen Lee 2464 Cocklin Court Mechanicsburg, PA 17055 Cousin - 20% remainder beneficiary of trust. CLECKNER AND FEAREN ATTORNEYS AT LAW 1 19 LOCUST STREET P.O. BOX 1 1847 HARRISBURG, PENNSYLVANIA 1 71 08-1 847 TELEPHONE: (717) 238-1731 FAX: (717) 238-8481 DENNIS J. SHATTO ANN E. RHOADS December 4, 2012 CERTIFIED MAIL - RETURN RECEIPT REQUESTED RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN RE: Estate of Russell F. Ellenberger, Jr., Deceased No. 21-11-0971 Cumberland County, Pennsylvania Dear Ladies and Gentlemen: The First and Final Account of Manufacturers and Traders Trust Company and Elizabeth L. Ellenberger, Co-Executors of the Estate of Russell F. Ellenberger, Jr., Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on January 8, 2013. I enclose a copy of the First and Final Account and the Petition and Proposed Schedule of Distribution. You will note that the Account includes a reserve for the balance of legal fees to be paid to Cleckner and Fearen. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, January 8, 2013. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER: jat Enclosures Estate of RUSSELL F. ELLENBERGER, JR. Deceased l4. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Narne acrd,4drlress of L'ach Claimant ~rnourrt of Claim Claim Admrttecl? T3~'ill Clairn Be Paid In Full? Yes ~ Yes None un aid. P o ~ No Yes ^ Yes []No ~ No []Yes ~ Yes No ^N;o - []Yes ~ Yes ^No ®No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. ~ 3392 and the proposed payments. 11. Was family exemption claimed? ................................ /~Yes ~No Was family exemption allowed? ................................ ~/ Yes [~No Family exemption claimant's name and relationship: Elizabeth L. Ellenberger ~ Wife Nanre: Relationship: For7rz OC-01 rev. 10.13.06 Page 6 Of I ~ Estate of RUSSELL F. ELLENBERGER, JR. l2. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Deceased Dare Payment Interest 05/03/2012 $502.67 Schedule F, Joint Bank Account 13. On the date of death, was the decedent a fiduciary (personal representatives trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ^ Yes /^ No If yes, provide the name of the estate, indicate whether an account has been f led and confirmed absolutely and all awa~•ds perfonrned, or, in the alternative, how the decedent's estate will be discharged for -the decedent's fiduciary administration of the estate.. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitionerts) as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. []Yes ^ No l5. If Petitioners} haslhave knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. None Form oc-or fev. 10.13, o~ Page 7 of 10 Estate of RUSSELL F. ELLENBERGER, JR. Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ^ Yes ^/ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None B. Has notice of the additional receipts and disbursements been ' given to the parties identified in Paragraph 9 above? ............. Q Yes ^ No 18. If a reserve is requested, state amount and purpose. $59,783.25 Amount: Purpose: Cleckner and Fearen -balance of legal fees $11,385.25 Manufactuers and Traders Trust Company - Executor Fee $46,998.00 Register of Wills -filing fee $850.00 Postage Expense $150.00 Tax Preparation Final 1040 Return $400.00 If a reserve is requested for counsel .fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? . . ...................................... /^Yes ^No. If so, attach a copy of the notice. See notice attached for Item 8A. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... "Yes [~No As to teat estate only? ....................:................... ^Yes ~No Form C?C-01 rev. 10.13.06 Page 8 of 10 Estate of RUSSELL F. ELLENBERGER, JR. Deceased Wherefore, your Petitioners} ask{s) that distribution be awarded to the parties entitled and suggests} that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts} are as follows: A. Income: Proposed Distributee(s) Manufacturers and Traders Trust Company, Trustee under Item III of Will B. Principal: Proposed Distributee(s} Manufacturers and Traders Trust Company, Trustee under Item III of Will ~rnount/Proportion Entire income balance ~ rnount/Proportion Entire residue Submitted By: All petitiot2ef s must sign. .~1 dd additiotzal l roes if necessary): MANUFACTURERS AND TRADERS TRUST COMPANY B t ~~ ' Name of Petitioner: Ruth Ann cMillen, Assistant Vice-President fir, , ..I ~~,~' ~~ N e of Petitioner: ELIZABETH L. ELLENBERGER Form oc.-o~ rev. 10.13.Ob Page 9 of 10 Estate of RUSSELL F. ELLENPERGER, JR. Verification of Petitioner ~Verif cation must be by at Ieast one petitioner.} Deceased she Assistant Vice-President The undersigned hereby verifies =~ jthat iz~is~ is title Manufacturers and Traders Trust Compan of the abave-nall7ed name of corporation ~nd~ that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, 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. ~ 4944 (relating to unsworn falsif cation to authorities}. ,~ ` ~~ afore of Petitioner RUTH NN MCMILLEN * Corporatepetitioners yrncst complete hraeketed i~z~fortnation. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signature of Counsel for Petitioner Ann E. Rhoads, Esquire For»z C7C-01 rev. 10.13.016 Page ~ ~ ©f I O VERIFICATION OF PETITIONER The undersigned verifies that the facts set forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, 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 . A. ~4 904 ( relating to unsworn falsification to authorities). ~ ~ ~ ELI ABETH L. ELLENBE ER NOTICE OF INHERITANCE TAX BUREAU OF INDI IDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX D OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 q~ p•n HARRISBURG PA 1 7128-0 6 0 ~~~~ • e~~i~~~~~ auG 2s ZO12 RUTW ANN MCMILEN 213 MARKET ST HARRISBURG PA 17101-2141 pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12.11) DATE 08-20-2012 ESTATE DF ELLENBERGER JR RUSSELL F DATE DF DEATH 08-13-2011 FILE NUMBER 21 11-0971 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 10-19-2012 (See .reverse side under Objections Amount Remitted- ~~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR --------------------------------------------------- ------- RECORDS ~ _ -------------- ____ --- REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE ________.._ OR DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT DF TAX ESTATE 0F: ELLENBERGER~JR RUSSELL FFILE N0.:21 i1-0971 ACN: 101 DATE: 08-20-20.12 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A} (1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 1, 624, 667.26 credit to your account, 0 0 .submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 6 2.0 4 6. Jointly Owned Property (Schedule F) (6) 11, 170.37 7. Transfers (Schedule G) (7) .0 0 8. Total Assets C8} 1 , 636.099.67 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H? C9) 9 8,8 84.4 8 10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 1,8 8 2.9 9 11. Total Deductions C11) 100,767.47 12. Net Value of Tax Return t12) ~ 1,535,332.20 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) 1,5 2 4,1 61.8 3 14. Net Value of Estate Subject to Tax C14) 11 , 170.37 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflec t figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00 ' 16. Amount of Line 14 taxable at Lineal/Class A rate C16) ] ] , 170 _ 37 x 045 = 502.67 17. Amount of Line 14 at Sibling rate C17) ~ . ~Q X 12 = . 00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= 502.67 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 05-03-2012 CD015933 .00 502.67 TOTAL TAX PAYMENT 502.67 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. The Patriot-News Co. 2020 Technology Pkwy Suite 300 Mechanicsburg, PA 17050 Inquiries - 717-255-8213 CLECKNER AND FEAREN ATTN: ANN E. RHOADS 119 LOCUST STREET P.O. BOX 11847 HARRISBURG Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss c~he~latriot Neu-s NOw you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State aroresaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. pw`Jgl I('ATI(~N f^(~PY ESTATE NOTICE NOTICE IS HEREBY GIVEN that Letters of Testamentary In the Estate of Russell F. Ellenberoer, Jr. ,late of Up per Allen Township, Cumberland Coun- ty, Pennsylvania, deceased, (died Au- gust 13, 2011), have been granted to the undersigned. All persons Indebted to said Estate are required to make Imme- diate payment, and those having claims or demands will present them for settle• ment to: Manufacturers and Traders Trust Company. Co-Executor Attn: (Mrs.) Ruth Ann McMillan, Asst. Vice President and Trust Officer 213 Market Street Harrisburo. PA 17101 or Elizabeth L. Ellenberoer, Co-Executrix 325 Wesley Drive, Apt. 3311 Mechanlcaburo. PA 17055 or Ann E. Rhoads, Esquire Cleckner and Fearen 119 Locust Street P.O. Box 11847 Harrisburo. PA 17108-1847 Attorneys This ad # 0002173607 ran on the dates shown below: PA 17108 October 14, 2011 October 21, 2011 f _ October 28, 2011 . . . . . .~~ y~ . ,.. . . ...Y • r _''.,~-.~....m--.-......._„~ ~~e Sworn to and subscribed befo a me this 31 dqy of~-October, 2011 A. D. ~._./ ~. t' l ,: ~. ~.. e °~ _ , - ' _~.- Notary Public ~LTN t~ PENN 'YLVANIA NptaNal $flai ~'IE17'~! ~.. QVVBn$, NQ~ry ~U~IC Lower PBkkOn '11Np„ Dauphin County My Commission ExpNes Nov. 26, 2015 MEMBER, PENNSYLVANL4 ASSOCIATION OF NOTARIES PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: October 7, October 14, and October 21, 2011 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~~~ ~~ isa Marie Coyne, ditor ` ,~_ SWORN TO AND SUBSCRIBED before me this 21 of October, 2011 Ellenberger, Russell F., Jr., deed. Late of Upper Allen Township. Co-Executors: Manufacturers and Traders Trust Company, Attn: (Mrs.) Ruth Ann McMillan, Asst. Vice President and Trust Officer, Notary 213 Market Street, Harrisburg, PA 17101 and Elizabeth L. Ellen- berger, 325 Wesley Drive, Apt. 3311, Mechanicsburg, PA 17055. Attorneys: Ann E. Rhoads, Es- quire, Cleckner and Fearen, 119 Locust Street, P.O. Box 11847, t~~3~~l4~lA;L SEAL Harrisburg, PA 17108-1847. ~`~t~Ok~AN ~ COLLlNS lda.ary Pudic ~~,~1:1~l:~ ~~Ri~UGH, CUMBERLAND CQU~d'~'f My Commi~~lon Expires Apr 28, 201 ,~+'~ pennsylvania DEPARTMENT OF PUBLIC WELFARE October 19, 2011 CLECKNER AND FEAREN ANN E RHOADS ESQUIRE PO BOX 11847 HARRISBURG PA 17108-1847 Re: Russell Ellenberger SSN: ###-##-6629 Dear Attorney Rhoads: FECE; VED QCT 2 4 2011 IA~~~~~ Pursuant to your letter dated September 28, 2011, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely r_~ ~~~ ~ ~~ Vince A. Porter Recovery Section Manager (717)772-6604 Bureau of Program Integrity ~ Division of i hird Party Liability ~ Recovery Section PO Box 8486 !Harrisburg, Pennsylvania 17105-8486 ©9-~1-'11 1,29 FPOL'~9- T-~26 P~001/0~~9 F-136 ~. ;; ;~ ~.~~'Z' ~~LIs AI~TD TES'T'AMEN'T' °' =i ~:-. ~ F '~~ ' n~ ~2.USSEZTI F . ELLENBER.~ER, ~3'R ~ ~' ~. ~. t I , ~2USSELL ~' . ELLENBERGER, JR _ , of Lowe' Ai l ~n TQwnsh~.p, Cumk~erland County, Pennsy~.vania; beirYg ~f pound m~.nd, memory end und~rstand~.n~, do hereby CCi~ke, publish anc3 declare this to be my fast Will and Testament, hexeby xevok_ing any and al.l dormer Wills .;, az~d Codicils by m~ at any tuns h~retotore made. ITEM Z: I direct that a~.l my funexal e~pens~s end testate or ir~heritance taffies be paid by my hex~e~.n.after n~n~~d Cc~-~E~eoutors as soon after my death as may be found Convenient, T`TEM TI: I gi~re any ~uton~abile ~rhich I own a~ the time of my r3e,~ath to my wife, EI.,TZABETH L . ELLENBER~ER, a.f she suxvives me ITEM IZZ : if Z am survived by my wife, ELIZABETT~ L. Er,71ENBEP..~ER, by sixty (60 } days, I give all the rest, residue and x-ornainder of my estate, both real ax~.d personal, wherever situate, '~ ~ to M.ANUFACTUE.ERS AND `T`RADERS TRUS'T' COMPANY, TirT TRUST . Upon xeceipt of the Tryst property, the Trustee shall hold, manage, invest and otherwise admin~.ster the trust property and mare pa~rt~.cularly shall a.pp3y the Trust property to tk~e follow~,n.g puxposes; A . To pay over to my wife , ELIZABETH L . ELLENBEF.~ER, during her lifetime the entire net ,income o~ the Trust, said incarne to be paid ~t least al~nually, but at more frequent intex'va~s if that shou3.d~ prove to be more convenient , Upon ~9-~3-`11 1.29 FPOC~- T-~26 PC~B~d2/B©~9 F-136 .~~^rr;~^i~~:~,','~iV"'~1~h~~S~+~7;'br~~i71++~`°'li 1'~'ti'~'~.rT.~'~. ~-:,i-1yc'`2.~FJ'?ir?dT3~-+~+~`7'(,',.,wy..v++rF3i.ynv~..:-~~i-w..N,.-i-...vim,-.,.-.-.;...~,.~ .~,..-..--,..T .~--.T-..., „rtir-.+.....-.~..-...Y,~.~-•--'-'_'...,,..,..,.,. "i ~ .''' ;:~ ii S~ f the deatkl of my vrife X11 accumulated but un.dist~~.bute~. income in the Trutt shall be pa.~d tc~ her estate . B. In addition to her r'ght to the ~.ncome from the .. Trust, my wife, s~.al'1 also have the ewer to invade the ~, prinsipal of the Trust in her sole and absolute discret~,on, ~! j provided tY~at suCki invasions shall xa.et exceed Five Thousand I~rl lays ($ 5 , 0 0 0. 0 0 } annually or f ire perCex~t (5 4 } oL the ~ principal ~nnuall,y, on a non-cumulative basis , ~?hiehev~r o.~ the two sums dust mentioned is the greater. j ~, 't'he Trustee shaJ.l have the power to pay to my I su~:viving ,spouse such sums from the principal of the 'T'rust as ~ i it C~za~.~, in its sQ~,e discretion deem. necessary to provide far .her support, maintenance anal medical Care, a~.1. without ~.im~,tation D . t7pon the death rf my wife, the ren~aizi~.xa:.g pZ incipal firm the Trust shall. be paYd gut as follows: ~ ~ ~ Ten (~.o o } percent to sT . ~~~~ ~ S LvTHERA~ CHU.~C~3, S~iiremaz~.stown, Pennsylvania . (2} Forty (~0 q) percent to nay wife's daughter and son- in -law, EEZ ZABETH K . ~'Z'ONER and Ai~THUR H . STd.t~.ER, ~. JR. , or txi~ survi~ror rf trzem. zf both of thew bonef 3ciaries ax-e deceased at the tame for this gift ta~. take effect, this gift shall be pa~.d as fQ~.lows -- ~ - . ,. •; , .. ., Y ~..r...~`.P~,~c• E-.....:~•..:+a - .., d..,, ...:.~ '" n: ,.fir ~ • :.:~~ ;:; ..;ti:c.a:a~ ~. _•` :~ . ,... .. , . ... ..... .. .. ,.... ., , ~9-~1-' 11 14:29 FFOC~- /Yf'~A' ~ u r T-~26 PG~~~3/~~D9 F-136 .,. ,.....: ~..., .:_ :,, C.'~' :'a',i; .'.,.,•"~i,.. uC,~` ..~l.~s~.r•-,~;fr~i".'•`~, ~ni~ :7 .,_. `,~ .. ..,r l~.'..r•.. '/,.....n.n,a.').^!i7',::..~',,`z(=~';1:1,..",1:,.lN.r,.•nS~~/~i`.r,~~~n'i7~~'rr.1'rJ/.-~`Ya!a.Q,ri.-ns~r~ ::1~ ~ ~ /7'i r.: ~ ti,.i ~.5 ,~1 ~ V".:. is S~fti~F~`~7'`~~ ~/{r~I~ ~!, ?" .MF, ,, d 1~r`Rta Ff++ ~~ i~.>~~1~'1 '1~•t'tf`~s `Cy~Y~*a '. ~ ~ ~ .k ~, • ~nrr7 < Y ,r,/t~'i `{ 14r},.(4rr„~"?• ~~+~ MN~e~ ( r i .r` /' V •.t f C I l 'IS,i-~'7 vT7M1~ 'Lllw•~f'~iF al~ a) r iLy ~prc~nt t 5 ~ ~ } t~ ~'~' . s~ t S • {~ZL7~~~~ x~;,,\, ~~~,~ ~~'}r;yu ~HTJR~H, ~hiremanst~wn, Per7nsylv~ra,~~; {b) Twenty p~rGent ~~04} to C~IRIS'r'C7~~IER 'T. STONER; { e) Twenty percent {~0 0 } to MI~~-iAET., ~ . STONER; and ~ d) Ten percent { ~.~ o) to DAVID M . STONER . If any cif tl~e afo~'esaid individual alternate ' beneficiaries is nQt ~~.ving to take his gift, his s~iare shall be added tc~ t~?e g~.ft to ST. ~TC~H~7 r S L,TJ~'~-IE~AN CN~7RCH . {3) Twenty percei~t { 2 0 0 } to ROBERT OL~~Y and vTND7~ OL~,EY, or the survivor of them . T f both of these beneficiaries are deceased at the time for t~iis gift ~.o ta]~.e effect, this gift shall be paid. as fQl,lows (a) Fifty perceazt { 5 {~ Q) to ST . ,7QHN' S LU'T'HERAN ,_ ~I~iJRC~I, Shiremanstown, Pennsyivanla . (b) Twenty-five per cent { 2 5 0) to MARY A1~NE ULLEY ; and (c) `T'wenty-five percent {25 p) to R0~s~"R.'T' M. OLLEY, ~7'1~ . Zf MARY P~NN OT.,UEY is ndt iiving to t~l~e hey: gift, it sh,a3~1, be distributed. prr~-rata among my Qther residuary beneficia~:ies. If ROBERT' M . OLLEY, •JR . , a.s ~zot living tc~ take his gift, it sha11 gc to his son, B~.AXDEi~ R. OLLEY . ~;'~.;:r.:.i•~, '•, i,nr._.ti Y.:'C' ,.5~: .^,r";~1~!:.,•.:`;:;;;i';^r'i:•~''r,r •~i:r:i'.`'i.•.• .~r:l. ~'~~ , ~~,'. :'fr:::iJ.~ p~` .l~ti',,r.'l,t~•,' '•:Y:.'•ii '4~' ''f:;.Y;-.i•'=h'~: •~C ` ',r. '~~:- %r~: :,y~~:•v.l,. :h. (,~;1:. M' - ~~,/^ .~,"t.:i S~: :n'.rN..,,•f'.i: ~•'r.',,ti- ~:.~~.C~~; ;:.r,.t,r,r. '~.r ..',~~'.. ..t. Cr Y rJQ~~.()•, S, ~y~ . 1~4 ~ ~ J r ~ •K .- '.LC ~"~t Yr~ rv 4 r < .. n r ~~: .d. +..L. Vy vy, >.~,1 < v `1,.C ~~~.:'r... ~~{; '1. , i:t\'r ~' v~ t~ ~ ,}'" ):.''~, • ~ .i; ';fr'...;~.4:4~:~.~!`:~c:.i?'.H"d';:+i:;?~~~i'~~~<'1'`'~%:i3.~:'e~TYr<4~:~7;°Ji ~`c„T~!y:!.E''~1..~:,~• }~i- n '~,)•C.-...,. , _ - r. _ .':. _.... ,7NX /1tr~.,:~1L}`J.S~"Y:1 ,1.. ; J: ~.1, ~_. 1••f.:'.h" .4 , BS-~1-' 11 14; 3~ FPOC~- .~ (4) { -~~ T-026 PC~~04/~d~~9 F-136 1 ~:i":`". (.4,'n l~~ /Tl 5%1i ~ti, fiY'lj/•-rFj~v.iti`~j,~`~ ~ ~ ,~?,,;~~ r ~ ~ v r ~9r /tt>v~ ~~infF ':~ ! r.°ia '9~ ?;C~ {..... •• i Tc~enty percent X2(7 a) tp I~~i,,E~I LEE. I~ sa,+1 ~ I! berzefieiar is dace~sed at the time far this ~.ft Y ~ i to take effect, this gift shall be paid as ft~~lo~~s ; ~~, i ta} 'Forty percent (~~n} to CHR.ISTOPI3ER T. STONER; {l~) Forty percent {40 ~) to MICHAEL ~ . STONER; end t e } Twe~~ty percent { 2 0 o j to T~A~I~ M . S`z'ONER . z~ any Qf the ato~esaid L~neficiaries is nat ~.iving to take his gift, his s~'iare shall go to S7`. '~ JOHi~ ° S LUTHEI~N' ~~U~? GAT , i Five percent {~o} to M~iRY ANNE OLLEY, If she does ~ not suryri~re to t~kc triiS give, it shill L~ ~.istributed pro-rata among my other residuary ber~e~~,C~.aries . (~) Fi'v'e peracr7t { ~ p) tQ T~,OBERT M . OLI.~EY, JR . If he does not survive to tape this gift, it shall ~Q to his s~ox~,, $RAYDEN R. OLLEY. E . 'The powers cif the Trustee v,x~der this Trust sha~.~. be those set foxth hereunder ITEM ~ of this Will , I'T'EM! Yom: If It1y W~.fES, ELIZI~HETH L. ET~LLI~'~ERCLR, does 13ot survive me by s ~.xty { f 0 } days , I give, devise a.nc~ bec~e~.th x.11 the rest, residue and remainder of my estate, both reel end personal, wh.ex'ever situate, as set forth in STEM XXI.D. af' th~,s my fast ~~.~.1 and Te S t amen.t . - ~ - ~,: _..:.::-.:~........-....r.....~.....+_.......-.,.....u:,~.•..•~.t:.:;~~..!;c.-.;._;.nA+._...__.._~...:..~:.w~.....v.:wn.....,:....:.,r.-..r•:..w.h-~-..-.~.•,r-•..t..~..v,~,:_x:r.~~.~..•.-..-...~,w......w.,~w..v..~,,.r......:...nr...,-..~.,~,..._.:ix,.'n.!ny:Jl{,..T.~y_..1-W'r r%~~r~;~;~~vt~?~_ -_ -_ r~ .1 ^`~~: e rci S ``~ j j 'i.~r.~~a~: .~h. ~f~(~~L'; r~ 1 r~~+{~•'rq'1~. ~:Y ~L. ~'~ i`1' 1 .+ ,. , :.r~ 't ~ 'f ..1: ~'~i'~'~~~~•':'>~-r: ' ~ ~M' a ~IJ~l7.r: •5:~-/~~x~~]Yx~ y~ 7:~.'W~ ..i'.`?rJ_Rh1;;:~t;%r21-~ilr..A!`.i f,a~,~.i::~i'1!'.'::t.~•! '•~'~:~ .. r ~~'c..~ .,~ c~~' ~'' '1:-~., ::'"~1U~, .:v:`.' ....,. ... .., \~JC _t .,~., .~K/~~+...A1.~ .1.11~1~1 V 1 1~1 ~aL 'C_-iv~r GLY 4J .L Lr \J 1Jix CA \.A L..114J11LL L{111..1 \.-.LLLN4J VY I~.L ~~~~' r/L.i .~~/1.iti-~~", -, representatives and also the T~:ustee of the Trust 1z~rein ~~e.ated, in tYieir sa~.e ana absal.ute discrotion: 7~. 'Ta retain as part ~f my estate, ar a~ the trust estate hereinb~fore estab~.ished, any prQp~rty or investr~.e~.ts wha..ck~ I nay have at the tzme ~f my death, whether autb,orized by law as proper ~.nvestments for fiduciaries ar nit, i,t 'l~einc~ „; :.:,. my desire that the same may be held lznless, .in 'the ~~ud~ient"~';o~ ~:~~ my p~r~r~na~ represera.tativ~ ar T~:u.st~e, such. property ar investments are clearly not suitable investrnents. D . 'I'o i.nvest, re3nveat, alter, vary and change in~'estmentS and reinvestments, axed in sQ doing, my p~rson,al represer~.tatives and Trustee may act without restricta.az~ to sa- called 3.egal investments axed ~rithaut respQnsibili.ty far divers~ficatian: ~_ Ta sell, ~eaS~, pledge, mortgage, transfer, exch~.nge, convert or otherwise dispose of , ar grant options Frith x-espect- to, any and all property at any t~.me fo~m~.ng a part of my estate ar of the trust estate, for such prices and upon s~,zch terms, ~r~dits and Conditions as may b~ c~~cmed advisable. A.ny lease made by my personal repre~ent~t~ves or by my Trustee may extend beyond the period fixed by statue r for J.eases made by fiduciaries . D. Ta borrow mr~ne~T far ax~y purpose connected wa.th the protection, pres~:rvat~.on or improvement of my general estate 1 .. ;. _ , • •;. ,. .., ..;: •. .-J;: ;•. ... ~ .. -,. ~~ ~ • r: ~ •r . i. . r „] • ~ a• ;1r.' -.L v .~~>'~~ 'r . ~1 per: •r::'i ':: :!r~ t~ :.. SO i 1'. •' ~ •~ `. , . ~~1• • :1~ i 4"'" r'7 . /' ~• I ;.. '~ \ ~'. .,,-,~ .~. - ~-- r ] r ./. . .:.: ;..~ -'. 1" 1. i) .Z'~ 4 ' i S rC'ii'iw '._~, ti. :.::. .. ~.: '1 .t'.• •.S. 1: I'/ X11.1 ~. .Y `. %f .4" i•-V1. ~l - - •'~ 'r . 1 ~ 1 ,.r'... ~ :'~i~A .•J• t• • ~~-+ ~ •f- "2•: 1 .. .. •A •.4 ..~ A `C: V.P_~..v C L.e r ..:' ,J \.. ~. -•: r ~ \ J.~ .~U' 'H~ ',~~>' 1 .~ ~r f/ ~' r'/)r k ~ r .. .. .1...-..r n^. _40..Y. ~ ,. ,_. a .... .-., ,. ~ n ..v1 ,,r......,. k.. ,_ ..~ .._ ,. ,.. .._ f /.~{n .•~ ,:, .a ., ,..., f. ... .. { ~ .. r ~).,1., a:. . . ,..... -- -.. ,...~ ., ...; •1':~' ~ .. ,. .. , `.:r. .i-J•..i ~~.::~:•J'~hn.F. :_k. T,-Yr.~J~ 09-01-'11 14,30 FPO[~9- T-026 P0005/0009 F-136 se~urzty, to mc~x'tg'a~re or plec7.ge ar~.;~ real estate ear ~~pti"'cG+z1~,-',~,~'.: property of U~hi~h I mad die seized pr pass~ssed Qr forming a part o~ the trust estate, upon such terms and conditions as may be deemed advisable. ~ , To vote in porsc~z~ o~ by genexa~. or limited proxy wa.th respect to any ~h~ros of stork Qr Qthex' secur~..ties held _ by it; to consent, directly car through ~ Committee or ot~~,er { agel3~, L.lJ L~~ rG~,ArgC~-p~-L~t~~1n, oonsol~datic~n, merger; ~ dis~o~.ution ar li~u~.datian of any corporata.ox~ in wkzich my estate or tl~e trust estate ma~T have any interest, Qr to tkze sale:, lease, pledge ar mortgage of any property by or to any such corporation,; ,a~,d t4 make any payments and. to take any steps w.~7ioxi may be doomsd necessary or proper to enab~.e it to obtain, the benefit of any such transaction. F`, To held investttzents in the name o~ a nam~.nee ,,, ~. To complete, extend, modify or' rone~T any loans, notes, bQxrds, mortgages, contracts car any other obligations which I mar c~wn, or to v~hich I may be a party, or whicYi may be I Liens or charges against any of my property f or against mfr estate, althQUgl~. ~ may not be liable t~i~reon, in such manner as may bo deemed advisable; tQ pay, comproma.se, cc~m~o-~nc~, adjust, submit tc~ arbitratj..on, sell or release any claims or demands of my estate or the trust estate against Qthers, or o~ others against ~.my estate -Qr th.e tr~.st estate as may be deemed f;. - ~ ` z ', .~..~, ~..~ y : -.j ~~ r ^:Z~~ w~: .:~^. .~t': :::r~..~~ :.~ •"%.; ~1' ,nl~: ~:%/t`~.' ~. A./\'.~` inn/'.r ~'~Y~':( .J ~'::~~T~~. ~9-~1-'11 14,3© FPOP9- T-~26 PB~~6/~~~9 F-136 Aw ~9-~1-` 11 14:31 FPOC~- T-B26 P~~G7/~~~9 F-136 j. ~/ Y ~vh ~. ~. 1(:r1.4 !.. J)' ~ r 1, ~r \ t !(1}J '••/11 .t (l1 ~r1!( /,~ Y ~~. ~4..~ .. .. . . Y r' ... >~.r~~~ ~ ~ '4 (. ,tom +,~, ::r +^h ~ y ~/' rCl. ~i:, ~ ! ~ r:.21 s ~ ~~ 5 r ~r r , ,~ ??iiyy~~'' ~~.-7 ~Si4~ r<. .}~.~ s? ~N~~1J.~~ advisable, including the acceptance of ~3eed~ of real pr_opert-y in satisfaction ref bc~z~,ds and mort~ag-es, and to make any payments in connection therewith which may be deemed. advisable. • ~'{ ~. To ma3c~ distr~.butian of my estate ar of the pr~.ncipal. of the trust estate, in their d~.scretior~., in~kind ar ire.-cash, and to cause an~J share to be composed cif cash, property or undivided fraet.ional. shares ire prapex~ty different in-mind frem any other share. I. To execute ar_d deliver env and a1.i instruments in writing which may be deemed advisable to carry cut any of the foregoing powers . No party to which any such instr~xment, in writ,ixa.t~, signed by my personal representatives or by nay '' Tr~istee i.s given shall be obliged tQ .inc,~u~.re into its validity, or be bound. to see t~ the app~.ication by my ,personal representatives r~r by my Trustee of any money ar other property paid ar delivered to them pursuant to the ternls of any such instrument. IT.~M tel: ~1J. estate, inheritance, 3egacy, success1axx ox trar3sfer taxes ~ 2nc~.ud:irig any interest and pe~.alties ~hex~,o~:}`~' . i.mpQSed by any ~r~mestic or fareigr~ laws now or hereafter in force with respect to all property tameable under such laws by reason of ;' my death, whether or not such pre.pert~'passes ~az~der t~Zis, my ~7i1~., axed whether such takes be payable ley my estate o~ by ar>_y recipient of axzy such property, shah. be paid by my ~e~`sona-1 representat~.ve~~, -- 7 - ;,yy~ ~9-C1-' 11 14 32 FI~OP9- r .~~.~~ ~l {'ii :~ t T-~26 P~~C~S/~~~9 F-136 . ,.. ,,,.,. .....,,., .. .;,._ ~ .ia~~. rr,.. .r'~t ?'J ~ rJ. i~ ~C ~ !~ of ,~ JZ^zv ~ ' ~ ''`•: ~ ~~. -•C ~ f t~}r~ `, ~ ~~ r ~ ~1~4:s`~ iA f ~` ;'~ j~ ~ J ~ ~' i r ,.~' i .~ , r~r my '1`'r,~st~e~, afi ~ur~h time ~_r tirne~ ~ rn~1r ~~ deemed adv~.~ak~J_~; out of qty general estate as part of the expenses ~Qf th.e administration thereof Frith nQ right off' reimbursement from any r eca.pient of any such property , ITEM VII : NQ iz~ter~sL cif any benef ~.ci~ry under thzs W~,11, ox any codicil hereto,, ar of any benefiei~ry under ax~y trust ~re~.ted under this Wi1.l, shall be subject to assignment, anticipation, attacrlmer~t ~r ~I"ly oth~~' ~To~.untarY or in~ral.ur~tazy alien~ti~n, nor sha11 such interest of any such beneficiary be subject in az~y way tr the cla,~ms Qf ere~itors of such beneficiary, II'~~! VTTT : Z appa~nt N~7FA~TUR,ERS p~ TRADERS TR'~ST ~OM~ANY end. ~LTZABETH L . ELL~N'B~RG~ER, as Ca-Exec~.tars of this, my Last Wi11 ~.nd Testament . -,a ITEM I~ : Z threat thou nc~ personal xepresentat~.v~ hereunc-1er shall be rec~u~red to pra~ic~e secux~,ty, surety or band in any jurisdiction far the faithful pex'fcrmance of any duty under this Will _ This clause is applicab~.e only to s~zc~. personal represexztati~res as are specif icalJ~y named in this will. . TAT WZ`Z~ESS WHEREOF, I, :R."(7~~EZ,.L F , ELLEATgERGE~2., ~R - , rime s~ert ~"~. my 7~.an~. and seal to this, my Last G1i1~. and. Testament, f.his day of 201. ~'~ EAL {S ) • ~Z.TJS~ELL F y ELLENBERGEh, JR . _ S .. :;~'. ~i `r~~~.~~,:t ~9-~1-'11 1,32 FPQP~9- T-~26 P~BG9/~~~9 F-136 '~: ~r':Jr'. ~+,: c:'::,~:F.i:uS~:~~i~J'~A'.71Yii,t,•,.: .; -;4..:;. o.. ''• r ' `'.1. ~:~ .:,j;.}:,~~; ..','.~:'.':::, ~.,~dtir~ ~ !:_ :; ~ f~' (V.!',<,t;{r. ?~fr~4•~ -t'.':,.` r.>. o i~ yr ~~ .:~i r .. ~ ~ ..~ r'. ~~ ` ~. w,,.rla. }fir K.<r~r~' ~Y. ~~r ~, yi r~ JU{) ~ :7. i {Y ~ ~, 's ;fW~ {ff. 4 ~.a• rwv%~ :.7. ~ ... ,~,, ,,I.- x , r"~' ~ \~,.; "r r~ ~~..r+ J ~, c -. .~ 'r ~ mil,,. c ..r r :,~.- ..Ck,/ .3c ~~%V/ i .3 , ~ a7r;f ~ ',^'. ~ u~7 -y 6,r r} .~~.r.n Wyh?J%~~+' ~~'~~rr ` ~,J,~~~~n ..i~;. ~; 1.~'i' .•'r ,~-•-~if,__._ ~ n. L~ .i~ ~r, a ~YiW~.r ~ ~ `fin :%i A 1~. ~ y_ . '~n lSr ~/~ .7., Y p ,. . ,~rrr i.,.F.i`tr:` x t ~ ... ~ ~. Si~ried, sealed, pzzbl.is~ied and decl.a~~d b~ RU'SS~~~, ~. ELZ~IdFER~ER, JR . , the T~~t~t~~, ~~ aid f~~ his W~.~.1, , in the ~re~eri~e a~ tzs, w~zo, at his request, in big ~xe~exz~~ ~nc~ irz the p~~s~nc~ of ~~.~h nt~e~, we believing him to b~ ~f ~~~znd mina., ntemQr~T anc~. uz~de~~tanding, have h~zeuntc~ ~u.bs~rzb~d o~ui names as witnesses. f - J ~~~ .. ~~^ ._r ~uY`f ' 'Z' ~r q,1~ ~.crs:~:•','. 'Lv..:~_;r:.:r~~~,'_'u'fo~L~ti?:'.,~~_ •`f.,' .!{!y!'%'n _,•.~C~r{. - IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE N0. 21-11-0971 ESTATE OF RUSSELL F. ELLENBERGER, JR. ------------------------------------- FIRST AND FINAL ACCOUNT OF Manufacturers and Traders Trust Company and Elizabeth L. Ellenberger, Co-Executors Date of Death: August 13, 2011 Date of Executor's Appointment: Date of First Complete Advertisement: Cumberland Law Journal The Patriot News September 14, 2011 October 7, 14 and 21, 2011 October l4, 21 and 28, 2011 Accounting for the period: August 13, 2011 to September 7, 2012 Purpose of Account: The Co-Executors offer this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Ruth Ann McMillen, Asst Vice President Manufacturers and Traders Trust Company 213 Market Street Harrisburg, PA 17101 (717) 255-2109 Or Elizabeth L. Ellenberger 325 Wesley Drive, Apt #3311 Mechanicsburg, PA 17055 (717_) 796-1423 Or Ann E. Rhoads, Esquire Cleckner & Fearen Attorne s-at-Law 119 Locust Street P. 0. Box 11847 Harrisburg, PA 17108- 847 (717) 238-1731 - 1 - r~: c: •_ n y..~J ~ ~ Y e~ pn /yq ~~ 6s` ,,i s`~~ ~ ~- t--- ,. ~ W~~f -,~ ~ ~~,~ r~ ~ -:::z ~E. ~~ :s~ .~ y w-~ -_~ ~ ~ ~,,. f,.sJ i~ l I { i 1 1 SUMMARY OF ACCOUNT PRINCIPAL Receipts Net Gain on Sales or Disposition Less Disbursements: Funeral Expenses Legal Fees Debts of Decedent Federal State & Local Taxes Administration - Misc. Exp. Balance before Distributions Principal Balance on Hand For Information: Changes in Holdings PAGES 3 ~ $ 1,624,929.30 4 2,024.88 $ 1, 626, 954.18 5 $ 1, 345.42 5 34,112.75 5-6 1,882.99 6 502.67 6-7 64,856.31 -102,700.14 $ 1,524,254.04 g $ 1,524,254.04 9-10 INCOME Receipts 11 $ 52,965.86 Less Disbursements 12 -2,622.10 Balance before Distributions $ 50,343.76 Distributions to Beneficiaries 13 -47,164.81 Income Balance on Hand 14 $ 3,178.95 COMBINED BALANCE ON HAND $ 1,527,432.99 Proposed Principal Distributions 15 Proposed Income Distributions 16 Verification 17-18 - 2 - PRINCIPAL RECEIPTS Assets Listed in Inventory (Valued as of Date of Death) Common Stocks 884 Shs. Wells Fargo & Company - Date of Death Value $ 21,804.97 Accrued Dividend 106.08 Mutual Funds 155,710.205 Shs. MTB PA Municipal Bond-Inst I Fund #476 - Date of Death Value 1,600,700.91 Accrued Dividend 2,055.30 $ 1, 624, 667 .26 Alcatel-Lucent - Medical Reimbursement 2.25 Principal Cash - Date of Death Value 242.89 Provider Services Refund Account for Holy Spirit Hospital - Refund 16.90 TOTAL PRINCIPAL RECEIPTS $ 1,624,929.30 ------------------ ------------------ - 3 - PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS 10/13/11 64.613 Shs. MTB PA Municipal Bond-Inst I GAIN LOSS $ 7.11 68.56 14.10 1.95 50.34 327.18 1,644.62 90.56 Fund #476 Net Proceeds 657.11 Acquisition Value 664.22 10/1.9/11 979.432 Shs. MT B PA Municipal Bond-Inst I Fund #476 Net Proceeds 10,000.00 Acquisition Value 10,068.56 11/16/11 282.048 Shs. MT B PA Municipal Bond-Inst I Fund #476 Net Proceeds 2,885.35 Acquisition Value 2,899.45 12/07/11 97.087 Shs. MTB PA Municipal Bond-Inst I Fund #476 Net Proceeds 1,000.00 Acquisition Value 998.05_ $ 04/02/12 335.57 Shs. Wil mington Pennsylvania Municipal Bond Fund Institutional Shs Net Proceeds 3,500.00 Acquisition Value 3,449.66 04/09/12 2,181.208 Shs. Wilmington Pennsylvania Municipal Bond Fund Institutional Shs Net Proceeds 22,750.00 Acquisition Value 22,422.82 08/24/12 5,482.041 Shs. Wilmington Pennsylvania Municipal Bond Fund Institutional Shs Net Proceeds 58,00.0.00 Acquisition Value 56,355.38 08/31/12 283.019 Shs. Wilmington Pennsylvania Municipal Bond Fund Institutional Shs Net Proceeds 3,000.00 Acquisition Value 2,909._44_ TOTALS NET GAIN TRANSFERRED TO SUMMARY $ 2,114.65 $ 89.77 $ 2,024.88 ----------------- ------------------- - 4 - DISBURSEMENTS OF PRINCIPAL FUNERAL EXPENSES Elizabeth L. Ellenberger 10/25/11 Reimbursement for After Funeral Meal $ 134.26 Jessee H. Geigle Funeral Home 10/12/11 Funeral Expense $ 1,101.16 10/27/11 Engraving of Marker 110.00 1,211.16 $ 1,345.42 LEGAL FEES Cleckner and Fearen Attorneys-a t_-Law 11/14%11 1/4 Estimated Fee $ 11,363.75 04/09/12 1/2 Total Fee 22,749.00 34,112.75 34,112.75 DEBTS OF DECEDENT Camp Hill Emercrency Physicians - Medical Expense 10/18/11 16.90 Elizabeth L. Ellenberger 10/19/11 Reimbursement of Nursing Home Expense f/b/o Russell F. Ellenberger $ 1,160.00 11/02/11 Reimbursement of West Shore EMS - Medical Expense f/b/o Russell F. Ellenberger 181.64 1,341.64 Hampden Physician Associates - Medical Expense 10/12/11 57.82 FORWARD $ 1,416.36 $ 35,458.17 - 5 - DISBURSEMENTS OF PRINCIPAL tcont'd) FORWARD $ 1,416.36 $ 35,458.17 DEBTS OF DECEDENT (cont'd) Holy Spirit Hospital - Medical Expense 10/19/11 466.63 1,882.99 FEDERAL STATE & LOCAL TAXES Cumberland County Register of Wi11s 04/24/12 Pennsylvania Inheritance Tax Payment 502.67 502.67 ADMINISTRATION - MISC. EXPENSES Cumberland Count Re ister of Wills 05/04/12 Filing Cost of Inventory and Pennsylvania Inheritance Tax Return 30.00 Cleckner and Fearen Attorneys-at-Law 10/19/11 Reimbursement of Probate Fee $ 169.50 10/19/11 Reimbursement of Cost of Advertising and Proof of Publication - Cumberland Law Journal 75.00 12/05/11 Reimbursement of Cost of Advertising and Proof of Publication - Patriot News 224.40 468.90 Elizabeth L. Ellenberger 03/30/12 Family Exemption 3,500.00 FORWARD $ 3,998.90 $ 37,843.83 - 6 - DISBURSEMENTS OF PRINCIPAL (cont'd} FORWARD ~ $ ADMINISTRATION - MISC. EXPENSES icont'd Russell F. Ellenberger Trust Under Revocable Agreement Dated 3/27/85 & Amended 5/6/10 10/12/11 Reimbursement of Probate Fees paid on 9/2/11 10/12/11 Trustee Fee to Date of Death RESERVES: Cleckner and Fearen Attorneys at Law - Attorney Fee - Balance Due (1/4) Manufacturers and Traders Trust Company - Executor Fee Cumberland County Register of Wills - Filing Fees Postage Expense Tax Preparation for Final 1040 Return $ 900.00 174.16 $ 11,385.25 46,998.00 3,998.90 $ 1,074.16 850.00 150.00 400.00 59,783.25 37,843.83 64,856.31 TOTAL DISBURSEMENTS OF PRINCIPAL $ 102,700.14 --------------- ----------------- - 7 - PRINCIPAL BALANCE ON HAND Common Stocks 884 Shs. Wells Fargo & Company Mutual Funds 146,005.187 Shs. Wilmington Pennsylvania Municipal Bond Fund Institutional Shs CASH (AUTOMATICALLY INVESTED) TOTAL PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 09/07/2012 VALUE $ 30,798.56 $ 21,804.97 1,544,734.88 1,500,933.33 $ 1,575,533.44 $ 1,522,738.30 1,515.74 1,515.74 $ 1,577,049.18 $ 1,524,254.04 THE ABOVE CASH IS CURRENTLY INVESTED IN Wilmington Prime Money Market Fund Select Shs - 8 - CHANGES IN PRINCIPAL HOLDINGS ACCOUNT VALUE MTB PA Municipal Bond-Inst I Fund #476 155,710.205 Shs. Inventoried $ 1,600,700.91 10/13/11 64.613 Shs. Sold -664.22 155,645.592 Shs. $ 1,600,036.69 10/19/11 979.432 Shs. Sold -10,068.56 154,b66.16 Shs. $ 1,589,968.13 11/16/11 282.048 Shs. Sold -2,899.45 154,384.112 Shs. $ 1,587,068.b8 12/07/11 97.087 Shs. Sold -998.05 154,287.025 Shs. $ 1,586,070.63 03/12/12 154,287.025 Shs. Name changed to Wilmington Pennsylvania Municipal Bond Fund Institutional Shs -1,586,070.63 0.0 Shs. $ 0.00 Wilmington Penns ylvania Municipal Bond Fund Institutional Shs 03/12/12 154,287.025 Shs. Name changed from MTB PA Municipal Bond-Inst I Fund #476 $ 1,586,070.63 04/02/12 335.57 Shs. Sold -3,449.66 153,951.455 Shs. $ 1,582,620.97 04/09/12 _2._181.208 Shs. Sold -22.422.82 151,770.247 Shs. $ 1,560,198.15 08/24/12 5 482.041 Shs. Sold -56.355.38 146,288.206 Shs. $ 1,503,842.77 08/31/12 283.019 Shs. Sold -2,909.44 146,005.187 Shs. $ --- 1,500,933.33 --------------- - 9 - CHANGES IN PRINCIPAL HOLDINGS ~cont'd)_ Wells Farao & Company 884 Shs. Inventoried ACCOUNT VALUE 21, 804.97 - 10 - RECEIPTS OF INCOME MTB Monev Market-Inst I Fund #42.0_ 12/01/11 Interest $ .15 MTB PA Municit~al Bond-Inst T Fund #476 08/13/11 Accrued Dividend $ -2,055.30 10/12/11 Dividend 155,710.205 Shs. 4,900.95 10/12/11 Dividend 154,666.16 Shs. 3,748.40 11/01/11 Dividend 154,666.16 Shs. 2,582.82 12/01/11 Dividend 154,384.112 Shs. 5,165.40 01/03/12 Dividend 154,287,025 Shs. 5,100.,95 02/01/12 Dividend 154,287.025 Shs. 4,854.31 03/02/12 Dividend 154,287.025 Shs. 4,251.60 28,549.13 Received from Russell F. Ellenberger Trust Under Revocable Agreement Dated 3/27/85 & Amended 5/6/10 11/04/11 Income Cash ~ ~ 2,670.03 We11s Fargo & Compan 08/13/11 Accrued Dividend $ -106.08 10/12/11 Dividend 884 Shs. 106.08 12/01/11 Dividend 884 Shs. 106.08 03/01/12 Dividend 884 Shs. 106.08 03/30/12 Dividend 884 Shs. 88.40 06/01/12 Dividend 884 Shs. 194.48 09/04/12 Dividend 884 Shs. 194.48 689.52 Wilmington Pennsylvania Munici pal Bond Fund Institutional Shs 04/03/12 Dividend 153,951.455 Shs. $ 4,315.28 05/01/12 Dividend 151,770.247 Shs. 3,526.34 06/01/12 Dividend 151,770.247 Shs. 3,406.91 07/02/12 Dividend 151,770.247 Shs. 3,316.44 08/01/12 Dividend 151,770.247 Shs. 3,304.66 09/04/12 Dividend 146,005.187 Shs. 3,186.97 21,056.60 Wilmington Prime Monev Market Fund Select Shs 05/01/12 Interest $ 0.02 09/04/12 Interest 0.41 .43 TOTAL RECEIPTS OF INCOME $ 52,965.86 - 11 - DISBURSEMENTS OF INCOME Manufacturers and Traders Trust Company - commission 11/07/11 12/06/11 01/06/12 02/06/12 03/06/12 04/06/12 05/07/12 06/06/12 07/06/12 08/06/12 09/06/12 TOTAL DISBURSEMENTS OF INCOME $ 154.97 316.29 306.06 291.26 261.46 264.22 211.58 216.08 198.99 198.28 202.91 $ 2,622.10 $ 2,622.10 - 12 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES Elizabeth L. Ellenbercrer - Distribution as per Item TII of the Will 11/15/11 $ 11,691.93 12/12/11 4,955.34 01/10/12 4,794.89 02/10/12 4,563.05 03/12/12 4,096.22 04/10/12 4,139.46 05/10/12 3,314.7.8 06/11/12 3,385.31 07/10/12 3,117.45 08/10/12 3,106.38 $ 47,164:81 TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES $ 47,164.81 - 13 - INCOME BALANCE ON HAND CASH {AUTOMATICALLY TNVESTED) TOTAL INCOME BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 09/07/2012 VALUE $ 3,178.95 $ 3,178.95 $ 3,178.95 $ 3,178.95 THE ABOVE CASH IS CURRENTLY INVESTED IN Wilmington Prime Money Market Fund Select Shs - 14 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 09/07/2012 Value Manufacturers and Traders Trust Compan Trustee per Item ITI of Will - Entire Residue 884 Shs. Wells Fargo & Company $ 146,005.187 Shs. Wilmington Pennsylvania Municipal Bond Fund Institutional Shs Principal Cash TOTAL 30,798.56 $ 21,804.97 1,544,734.88 1,500,933.33 1,515.74 1,515.74 $ 1,577,049.18 $ 1,524,254.04 $ 1,577,049.18 $ 1,524,254.04 ---------------- ---------------- ---------------- ---------------- THE ABOVE CASH IS CURRENTLY INVESTED IN Wilmington Prime Money Market Fund Select Shs - 15 - VERIFICATION Manufacturers and Traders Trust Company and Elizabeth L. Ellenberger, Co-Executors of the Will of RUSSELL F. ELLENBERGER, deceased, hereby declares under oath that they have fully and faithfully discharged the duties of their offices; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ` -~ ~~~~ • 7 ~~ facturers and Traders rust Company J Dated: ~~ ~~ & ~ia~'~ - 17 - VERIFICATION Manufacturers and Traders Trust Company and Elizabeth L. Ellenberger, Co-Executors of the Will of RUSSELL F. ELLENBERGER, deceased, hereby declares under oath that they have fully and faithfully discharged the duties of their offices; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregaing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. J//J~y~1~~~~/f/J/(A] 6j ~` Ma ufacturers and Trade s Trust Company iJ Dated: ~J~. ,r ~. 8~ TRUST OFFICER - 17 - VERIFICATION (cont'd) Manufacturers and Traders Trust Company and Elizabeth L. Ellenberger, Co-Executors of the Will of RUSSELL F. ELLENBERGER, deceased, hereby declares under oath that they have fully and faithfully discharged the duties of their offices; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. El'_ abeth L. Ellenberger Dated: ~, LjU ~..~,_.~-L~~ ~~.~) c~ C ~L_~ - 18 -