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`� ° �""� " �:�'PETITION FOR REFORMATION 4F TRUST
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�S�T'�;�OF`#�:�� ,�N R.RITTER : IN THE COURT OF COMMON PLEAS
� �,`�,, � , � � : CUMBERLAND COUNTY,PENNSYLVANIA
r� '"� -�F~ c.� : ORPHANS' COURT DIVISION
: ESTATE NO.21-76-128
ESTATE OF CHRISTINE S.RITTER : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY,PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NO.21-87-474
PETITION FOR REFORMATION OF TRUST OF HA�INAH R. MILLER CREATED
UNDER THE LAST W�LL AND TESTAMENT OF WILSON R. RITTER AND TRUST
OF HANNAH R. MILLER CREATED UNDER THE LAST WILL AND TESTAMENT
OF CHRISTINE S. RITTER,IN ACCORDANCE WITH 20 Pa.C.S. SECTIONS 711(2)
AND 7740.1(B)
TO THE HONORABLE,THE JUDGES OF THE SAID COURT:
Petitioner, M&T Bank(successor to Dauphin Deposit Bank and Trust Company and
Allfirst Trust Company)trustee under the last will and testament of Christine S. Ritter and under
the last will and testament of Wilson R. Ritter,by and through its attorney, William A. Duncan,
respectfully states the following:
1. Wilson R. Ritter died Mazch l, 1976,having first made his Last Will and Testament
dated August l, 1968,together with a Codicil,dated November 1, 1975,both of which were duly
admitted to probate in the office of the Register of Wills in and for Cumberland County.
2. Letters Testamentary on said esta.te were issued to Robert E. Ritter as Executor on
March 11, 1976.
3. Wilson R. Ritter was survived by his wife, Christine S. Ritter,and four children,Mary
R. Haayen,a/k/a Mary S. Haayen,Robert E. Ritter,Baird S. Ritter and Hannah R. Miller.
W
4. Wilson R. Ritter esta.blished a Trust for the benefit of Christine S. Ritter and at her
death provided that the principal thereof should be divided into four equal shazes,one share of
which should be paid outright to Robert E. Ritter and another share to Baird S. Ritter. He further
provided that the remaining two shares should be held in Trust for Mary R. Haayen,referred to
therein as Mary S. Haayen and Hannah R. Miller, as follows:
.......and at her death,to divide the corpus of the said trust and any income thereon�ot
theretofore distributed into four(4)equa.l shares and to dispose of same as follows,to wit:
(a)My said Trustee shall continue to hold,manage, invest and reinvest two
shares of my said trust esta.te and sha11 pay the income of one share thereof to my
daughter,MARY R. HAAYEN,not less often than quarter-annua.11y,for and
during the term of her natural life,and shall pay the income from the other share
thereof to my daughter,HANNAH R. MILLER,not less often than quarter-
annually,for and during the term of her natural life;and on the death of each
of sa.id daughter, such deceased daughter's share of said trust shall cease and
the corpus thereof,together with any undistributed income therefrom shall be
dist�ibuted in equal shares to the children of such deceased daughter,per sitrpes.
5. Wilson R. Ritter appointed Dauphin Deposit Trust Company,now M&T Bank,as
Trustee,and gave it extensive powers as set forth in a copy of said Will which is attached hereto
and marked Exhibit"A".
6. Christine S. Ritter died June 27, 1987 and Dauphin Deposit Bank and Trust Company,
Trustee under the last will and testament of Wilson R. Ritter filed its first and final account and
distributed to itself as Trustee the sum of$85,998.39 of the benefit of each of the aforesaid
daughters..
7. Christine S. Ritter provided in her will dated August 19, 1976,that the disposal of her
residuary esta.te should take place in a manner similar to the will of Wilson R. Ritter,to wit: one-
fourth thereof to be paid outright to Robert E. Ritter,one-fourth to be paid outright to Baird S.
Ritter and the remaining one-half thereof to be held by the Trustee equally,in Trust for Mary R.
Haayen and Hannah R. Miller.
8. The last will and testament of Christine S. Ritter which was duly admitted to probate
in the office of the Register of Wills in and for Cumberland County,together with a undated
Codicil,copies of which are atta.ched hereto as Exhibit"B"provided for said Trust as follows:
(c)I give,devise and bequeath the remaining one-half(%z)of my said esta.te
unto DAUPHIN DEP�SIT TRUST COMPANY,Harrisburg,Pennsylvania,and
its successors,IN TRUST,NEVERTHELESS,to hold,manage, invest and
reinvest the same and to pay the net income therefrom as follows: one-half
thereof,not less than quarter annually,for and during the term of her natural life,
to my daughter,MARY R. HAAYEN,and my Trustee shall pay the income from
the other share unto my daughter,HANNAH R. MILLER, for and during the
term of her natural life. On the death of each of my said daughters,their said
share of my trust shall cease and the corpus thereof,together with any
undistributed income therefrom shall be distributed in equal shares to the
children of such deceased daughter,per stirpes.
ITEM SIX: I further authorize and empower my Trustee in administering
the trust for MARY R. HAAYEN and HANNAH R. MILLER, if it shall
determine in its sole discretion that the support,maintenance and welfare
of either of my said daughters sha11 be promoted thereby,to invade the
principal of said trust and apply part or a11 of sa.id principal for such
purpose.
9. Christine S. Ritter also appointed Dauphin Deposit Trust Company,now M&T Bank,
as Trustee.
10. The share of the estate of Christine S. Ritter to be held in Trust for each of the said
beneficiaries was approximately$97,000.00.
11. By Order of Court da.ted January 27, 1988,the administration of the Trust under the
will of Wilson R. Ritter and the Trust under the will of Christine s. Ritter were combined. A
copy of the Order is attached hereto as Exhibit"C".
12. A copy of the current account summary for the Trust belonging to Hannah R. Miller
showing a value of$182,480.37 is incorporated herein and attached hereto as Exhibit"D".
13. Hannah R. Miller presently has three daughters and those persons interested presently
in said Trust for her benefit are as follows:
Daughter,May Mongue, Portland Maine,D/OB: June 13, 1951.
Daughter, Christine Hollinger, Seattle, Washington,D/OB:November 28, 1952
Daughter,Elizabeth Dru Miller, Duncannon,Pennsylvania,D/O/B:November 15, 1973
14. Elizabeth Dru Miller,contingent beneficiary of the Trust, is a 39 year old individual
who suffers from a mental disability consisting of inenta.l retardation. She has been diagnosed
with moderate IDD,Intermittent Explosive Disorder, Hypothyroidism, Seasonal allergies,
Irregular Menses,Asthma,Asymmetrical breast size and Morbid Obesity. She is unable to live
on her own and must have 24-hour supervision.
15. Eliza.beth Dru Miller is currently receiving survivor Social Security benefits,medical
_ assistance, food stamps and county assistance. She was employed briefly in a sheltered
workshop but was not successful in that endeavor.
16. Given the fact that Dru is placed in a group home which necessita.tes limiting her
assets,the costs of her prescription medications and anticipated increases in her medical costs,as
well as the necessity of maintaining the assistance given her through county waiver funding, it is
desirable to reform the Trust to designate that any distribution to Elizabeth Dru Miller should be
to the Elizabeth Dru Miller Special Needs Trust rather than to Eliza.beth Dru Miller outright.
17. The failure of the language in the decedents' wills to contain the necessary language
currently required to create a supplementa.l special needs trust creates a fund which would
disqualify Ms. Miller from receiving the residential placement,medical assistance and other
benefits she currently receives.
18. Petitioner requests that the Court order the reformation of the trust created by
decedents wills to provide for distribution to the Elizabeth Dru Miller Special Needs Trust upon
the death of Hannah R. Miller.
19. Petitioner requests that the terms of the will of Wilson R. Ritter and of the will of
Christine S. Ritter be reformed by the addition of the following:
"Upon the death of my da.ughter,HANNAH R. MILLER,her shaze of my trust shall
cease and the corpus thereof,together with any undistributed income therefrom shall be
distributed in equa.l shares to the children of my deceased daughter,per stirpes,PROVIDED,
HOWEVER,that any share to Elizabeth Dru Miller shall be distributed to the Elizabeth Dru
Miller Special Needs Trust in accordance with the terms and conditions set forth in an instrument
known as the"Elizabeth Dru Miller Special Needs Trust"incorporated herein by reference."
20. A copy of the Elizabeth Dru Miller Special Needs Trust is attached hereto,made a
part hereof by r�ference and marked as Exhibit"E".
21. 20 Pa.C.S. section 711(2)provides, in relevant part:
[T]he jurisdiction of the court of common pleas over the following shall be exercised
through its orphans' court division:
(2)Testamentary trusts. -The administration and distribution of the real and
personal property of testamentary trusts,and the reformation and setting aside of any such trusts,
whether created before or after the effective date of this chapter....
22. 20 Pa.C.S. section 7740.1(b)of the Uniform Trust Act provides, in relevant part:
Modification or termination of non charita.ble inevocable trust by consent...(b)consent by
beneficiaries with court approval. -A non charitable irrevocable trust may be modified upon the
consent of all the beneficiaries only if the court concludes that the modification is not
inconsistent with a material purpose of the trust...
23. The terms of the Special Needs Trust are consistent with the terms of the will,and
with the Decedent's intentions to provide for the needs of the heirs of Hannah R. Miller for the
duration of her life and also for the benefit of Decedent's other granddaughters and their children.
24. The proposed modification of the Trust is not inconsistent with a material purpose of
the trust and is in the best interest of both the life beneficiary and the rema.inderpersons.
25. The consents of all of the beneficiaries of the said Trust are attached to this petition
as Exhibit"F".
26. Judge Thomas A. Placey has previously issued an Order relating to the Christine S.
Ritter Will.
WHEREFORE,Petitioner respectfully requests that this Court enter an Order reforming
the Trust under the will of Wilson R. Ritter dated August l, 1968 together with a Codicil dated
November 1, 1975 and the Trust under the will of Christine S. Ritter dated August 19, 1976
�ogether with a codicial directing distribution upon the death of Hannah R. Miller to the Special
Needs Trust for t�ie benefit of Elizabeth Dru Miller,.
Respectfully submitted,
William A. D can,Esquire
Attorney for Petitioner
� Attorney ID 22080
. 1 Irvine Row,Carlisle,PA 17013
717-249-7780
717-249-7800 FAX
� Bill(�a,duncanhartmanlaw.com
� Dated:�jc�', a ���D!3
VERIFICATION
The undersigned,having read ihe attached Petition,hereby verifies that the facts set forth
therein are true and correct to the best of his knowledge, inforrnation and belief.
This verification is made subject to the penalties of 18 PaC.S.section 4904 pertaining to
unsworn falsification to authorities.
M&T BANK
G�`
By: , r� L��- _ V;�� P�.�s;c���-
� � �� �
��
q�, ��-�0�3
Da��a: � �! aa'3
� , l��.�c�i.._
CATHERIN����o�
Notary Publ�c,
Quai'fied in Erie Count�l
My Commission ExPires Nov.30,20�
PETITION FOR ItEFORMATIOI�T OF TRUST
ESTATE OF VYiLSG1N R.�tI'TTER : IN THE C�URT OF COMM�N PLEAS
:CUMBERt,AND COUNT'Y,PEI�tNSYLVAI�IA
:ORPHAi�iS'Ct1URT DIYISION
: ESTATE NO,21-76-I28
ESTATE OF CHRISTINE�.RITTER : IN THE COilRT t1F Ct)MMON PLEAS
: CUMBERLAND CtJUNTY,PENNSYLV�NIA
: URPHANS'COURT D1V[SION
: ES'�'ATE NQ.21-87-474
,�ONSENT TO_REFOItM�TION
OF TRUST
To the Judges of the Said Court:
I,tl�undersign�ed,being the ber�cfici�ry undcr the Testam�ntary Trust ratablished far the
benefit of Hannah R Mi�ller under the Last Wi11 and Te,�tament of Wilson R.Ritter and wtder the
Last Wilt and Testament of Christine 5. Rittcr,do hcccby consent to the rtformation of the
aforesaid Trust to authorize distribution of any share to Elitabeth Dru Miller upon tiu deeth of .
Hannah R.Miller into a Special Needs Trust foc the benefit of Elizabeth Diu Miller,and do
specificslly consent to any rcpayment pr�visions whi�ch may�e im�by virtue of ihe Specia�
Nceds Tnast. ,
�-�,�r �'• ��,.,�✓.�,�
Hanttah R. M.iller "
. PETrI'It)N FOR 1tEFURMATIQN OF TItUST
ESTA'�E OF WILSON R.RITTER : IN THE C�URT OF COMMON PLEAS
:CUMBERLAND COUNTY,PENNSYLVANIA
:�RPHANS'COURT DIVIS�ON
:ESTATE NQ.21-76-1Z8
ESTATE OF CHRISTINE S.RITTER : IN THE CGIURT OF C4MMON PLEAS
: CUMBTRLAND C�UNTY,PENNSYLVANIA
:ORPHANS'COVRT DI�ISION
: ESTATE NO.ZI-8?-474
CONSENT TO REFOitMAT�ON
QF T�tUST
To thc Judges of the Said Court:
1,the undersigned,be�ng a condngent beneficiary undcr the Testarr�ntary Trust
established for the benefit of Hannah R. Miller wxler the L�st WiU and Testament of Wilson R,
Ritter and under the Last Will and Testament of Christine S. Ritter,do hereby consent to the
refon»atio�of t�aforesaid Trust to authorize distribution of any share ta Elizabctb Dru Miller
upon the death of Hannah R.Milter into a Special Nceds Trust fvr the benefit of Elizabeth Dru
Miller,and do spe+cifically consent to any repayment provisions which may�imposed by virtue
of the Sp�:cial Needs Trust. �
�
Chri no S. Noilingcr
PETITION FOR REFORMATION OF TRUST
ESTATE OF WILSON R.RITTER : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY,PENNSYLVANIA
: ORPH�NS' COURT DIVISION
: ESTATE NO.21-76-128
ESTATE OF CHRISTINE S.RITTER : IN THE COURT OF COMMON PLEAS
� : CUMBERLAND COUNTY,PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NO.21-87-474
CONSENT TO REFORMATION
OF TRUST
To the Judges of the Said Court:
I,the undersigned,being a contingent beneficiary under the Testamentary Trust
established for the benefit of Hannah R. Miller under the Last Will and Testament of Wilson R.
Ritter and under the Last Will and Testament of Christine S. Ritter, do hereby consent to the
reformation of the aforesaid Trust to authorize distribution of any share to Elizabeth Dru Miller
upon the death of Hannah R. Miller into a Special Needs Trust for the benefit of Elizabeth Dru
Miller,and do specifically consent to any repayment provisions which may be imposed by virtue
of the Special Needs Trust.
1 or� 1�: �
M ght Mongu : _ .
02/13/2882 16:31 7172498637 ALLFIRST C.ARL MAIN PAG'E 84/13
. • • • • .
' • � Z, WILSON R. RI1'rER, •of C�e Sorough of Ca�lf.slg; .
. � Cu�ober�and County, PQnnsyXv3ni�, being of aouad mind, w�mory �
aRd under'tanding, do make, publish and declaxe t�is to be my
Last W5L�1 and Te�tamettt, hereby revoking �il Wills, Codicil! or
wz�itings in Che nature 't�,ereof by me a� any tf.rae hex�to£ore
�ade. . � .
u � ITEM ON�: Z dfrect that aIl my jusC debts and funer�I
expenses be paid as soo� as convenientl.y a�y be after my dantt�,
by my Executor hereinafter named; al�o; ChaC my saf,d �xecutor
sl�all pay froa �oy estate, all estate, inheritance, legacy�
.
' ' succssszoa or t�aAs£er t�xe� �inc�ud�ng any �nterest and
. .
, penalties thereon) impos�d by any domestic or foreign laws naw
..
� � or �ereaftar in �orce with respect to all property taxsble` •
. under sucb laws by reasoa o� my dea Ch, wbather vr r,ot $uch •
. . �—, .
p�rope�ty passes under �bis, my Will, and a�b�ther suclt taxes be
. ,
. payable by my estate o� amy recipient of �y �uch prop�xty,
' tbese �o be p3id as part o� th� expense� o£ adtainistxaCion o�
my escaGe �rom my zes��uary est�Ce with no xight or rtiabus-�s-
meat from �ny �recipisat of atty such property.
.
ITEM TWO; I do hexeby give �nd bequa�tb th� sum o�
On,e 'Tt�ousarid ($1,000.00� Do�lars to my daugl�ter, MA�Y S. HAAYFN
and C, 1�wRZUS HAhYEN, be�c husbgnd, as tenants by the entireties
witb th� x'�.$ht and incident o� surv�.vorship.
' • �T�M TH�tEE: I do htreby �ive �r�d bequea�b the sum•of
� . _
One 1`housand ($�,000.00} Dolla�s to my son, • R+08��x E. RITTER
and MARY S. RITTER, his w�i.f�, as te�ants by the entireties with
� thv right and �n�idenr of suz�vivoxship.
� �__ �TEM FOUR: I do hereby give and bequeath�.ChQ swa o�
��� �na T'tiousand (�I,000.00� oollars to �y son, BAI�D S. RIT�'SR
� wtucs.�t�t.�vt�; � . ... � �, a�-r=ep�..,t�y��attrscf as
unnsso�nr���.
02/13/2982 16:31 7172498637 ALLFIRS"f` C.ARL. MAIN PAGE 85I13
r..
.. .. .
w�L'E�T-`ttta=r�.gh�-anr3�~~'3n��'d�1��==�ta`_V�s�.'t�p.
. iT�t gLvE: I dv �ereby give and bequeath Cha 'su� vf
0�� Z'tlousand ($I,,000.OQ� Dollars to my daughter, ��K R.
KILLER and IiAR�Y MIl.I.ER, her husband, as tenants by the -
. �
`� enrirec�.�s with tbe rf�ht ind £ncident of swcvivorst�ip.
. . ITEM SIX: I do ba�eby giva and bequQ�th unta thv
. v' ! •
,
�v / � �AUPHII� D�POSIT TRUST CO.,!'PANY, Harrisburg, Pennsylvania, ar�d it
� f s�uc�essors, tii�e sua� o� �"ifte�� Tl�ousand ($1S,000.QO) •Do,�lara,
� / IN TRUST NEVE�TKEI,ESS Co man� a iav�st and refnvsst ti�� a�
� � �'► � � E
•� to collsct Ctio iacoraQ the�efrom, and to pay th� net �.ncome
r '� / .
� � _ thereFYom not �e�� oftea th�� qv,�xtex-a�nu�Liy Co�thosn o� my
s�sters who survfve my deatb, �n equa� shares, sbare and shaze
alike; and, �pon tbe dea�h of Wy Iast aister to surv�v� 'my
dea�i, to d,�tv�,de CI�s corpus af the said r.�u�t �tnto as many eq�
sba�es as Y have grandr�ildr�a (whethQr' 1iv�,ng at tba tfm� of '
. sucb divi�ion o� not) and to distribut� ons �h�txe �o �a�b
g�sudcbild, per �tirpes. �
• �?EM SEVEN: I do hereby g�ve �nd bsq�eath th� of
. . �
Seventy-five Thous+and {$75,O�O.Op) Do�,Iars to my wift, �HRI5TY1►
. S. RI�ER, provided she sha1L survfv� my dea�h, eay said wiie,
• •• CHRISI'INE S. RITx'E�t, to have the ri.ght to take tHis said
bequcsst i.n cash or in sacus'it�,es, ox partly in casl� ac�d pB•�t�y
in sacuritiss, said secux:tcfes to be at the�r appraised v�lu�
as o� tha dAte o� �y death. xn the eve�t that my said �fe,
CHIiISxIKE S. RLZ'i'�R, sha�l fail tv sus'vivs my dv���i, � dixoct
• � ' C�aC the sa�d sum o� 5ave�ty-fivQ Thousa�nd �$75,000.00) Doll�trs
.
shall be dists•i.buted as pu�t .o� my residvary estata a� sQC
farth ia lTEM EZGHT of this �y last Will and' T�stamert�.
ITEI�t EIGHT: Ikll o� tl�e rest, r�s�,due and rmaainder of
L"w°""� �y properry, wh�the�r real, personal or m�xed, and Wb�,re$aover
suvac�e�isvix
' �x,r�
, .
. � � • - z -
02l13/2882 16:31 7172498637 ALL�IF�� CARt_ MAIN PAGE 86/13
• ..
• , .
. • �iCuaCe, i da bareby give, devi$e ar�d bequeath unro the
• DiAt�'NIN DEPOSY� TRUST Cq��y, ���,sburg, PennsyZvania, and
�.ts �uccessors, IN -TRUST� NEYEc�tELESS, Co ho�d, ar�nage, invesC
.
an re�t�vssC th� s��e and to pay tha net �.�come therefrom� to
. ary s�ni,�e, CHFtIST71�tE S. RZ1�ER, not less o���n than quarter-annua
' for ��te, aad aC her dr,�eth, to diviae the �vs�pus o.� the sxid
tru�t znd any incowe thexQan not tberetoFora di�tribured into
four (4) eqval share� and to d�spose oF sa�e as �allows, co�uit
(a) My s�id Trti,stte sha�.� continue to bold, '
� �anage, inv�st and reinvest two sh�res of a�y •
.
� s�id �rusC estaCe .and sha�1 p�y the income oF ons
s hare t�sre�� �o my daught�r, I�Alt�t S, i�AAy�i,
.
� not les� oft+�a �thaa qua�Cer�2�ua�,ly, for snd �
• during tbe terra of her nstura� 1.�,�e, aad sha�.l
' • pay �he income �r`om th� other st�are thereo� to
� �ay daugbter, �1A.�i�tAH $. MII.�R no� Iess o�ten
.� � ,
. .
• . . ' .,v ;�-f� than qu�rter-annua�Iy, for and dwcing rtte texta of
�;�� ��� her natural li�e; a�d on the daath o� each og said
�� .
°�� daughters, such de���stsed dau hter's shaxe of saf,d
�' $
v �
' trust 9ha11 ceaae and the corpus there4�, tagecher
with any undfstri.buted inco�e rherafrom shali be
� distributed ir� eqva� shares �o tha ct�ildren o� svch
deceased d�ughter, per st�rpes.
(b) As to the xem�siiting shaxea of my s�tid
' Crust estare, I do hereby g�,ve, devist and beque�ttb
. one shaxa �areto to �y son, R�OBERT E. RxTt'�R, per •
s tirpe9, and the oti�er share the�ceoF Ca wy soa,
• BAI I� S. RI�"rER, per�9 eirpes. •
• Y� NIN�: Z do bereby nominaCe, �onstituta and appoint
�wr or�r�as .
�;
3�uct�t�t�vtN tbe DAUPHYN� DEPOSYT TRUS� COMFANY, Hq�risburg, penn�ylvaa��,
��.
. . � . .
, - � � �
82/13/2802 16:31 7172498637 ALLFIRST C.ARL MAIN PA�E 87/13
.
. '
' � to be the �uardian af the� Estate� o� any coi�or bene�3ciar�es
oF t�jis, �y I,�sr W�I1 and T�=tamont or any trust created �ereby,
. .
i •
. . witb �ull powGr in the said Guardian co apply inCaae and auch .
• �onovrits of principzl as the safd Guardian �n f t� discret�on
• - .
sl�all deem appropri�aCe for the maintettance, adu,c�tion and
:welfare o� �ny mi,nox beneffciary.
ITE�I T�i: I do hsreby d�re�t C1�aC the DllL1pHI��t DEFOSIT
TRU.ST'CQF�iPANY, I;arrisburg, pactn�ylvznia, �h$11, in iCs
capgcit�,es �a xYustee and Guardi�n uader the prov�,aioas of rh�s,
. my �.ast w'�11 and�Testa�qa�t, invest any funds �dmin�sterad by it
. in any of 9a�Ld capaci.t�,es �.nso�ar as is poss#,b�� iR'sbaxas c�f
. , � .; .
■utuax �unds s�hf.�ch are frae or exempe £xov� the Pannaylvania
�E
persanal prope�:�y tax�. Several funds v� rh�� typ� �t thia tfine,
�nd � suggest tbese anly by way of� i��ustxation, arn Decatur
� ,
• Iaco�a Fwnd, Delaware �d, Perin Square Mutual Fund, Wellia�fion
�d a�d W�dsar Ftatd.�Al� d�v�d�d$ �'ro� ir�ve�tmer�ts �n �mutual
f`vads� irrespacti,va as• to wbsth�r su+�h d�tvi.d�uds s�slt be
.
, classffied as r�gu1$� d�yidsnd.s ar �api�al ga�ns dividenda,
s1�aI1 ba cons�dered as incoaae and pafd aot Zess o�tsn C�an
_ qvarter�y to ttse benefiCi��'f es enti�Ied �hereto_
I�i ELEVEN: Zn ths event t�at my w��e, C�S�XN� S.
RITTER, sE:a��, predec�ase m� or shall d�e ��,atultaneavsly wit�
me as the re�sult o� a �ommon accid�nt or disaster, or• otherwise,
under su�h c�.rcumstar�ces as to render it doubt�tzl whetber my
wife or l di�d first, it sha1� be co�clusivaly presuea�d for
� purposes of th�s my l�at Will ar�d xesca�e�t and o� the dispos�,c� •
of property d�per�den� upon mY daath, Chat my wi�e has surviv�d
.
. , me, snd my astatQ shall be adaoin3.stersd arsd distributQd
' . accordingly. • � ' • ��:
� _"''°"''� ITE�t 1'uELV�: My Executor hereina�tex named, for thQ
avca.:A a Lsvix . .
�.r� �
� . - 4 -
82/13/2882 16:31 7172498637 ALLFIRST CARI_ MAIN PAGE 08/13
• ,purpose of adminfsres�ing my asxaCe, a�d, wt�exa app��,c�tbla, my
.
Gvardi�n bereinabove aamed, fvr the purpose o� administeriag
tl�� estate� o� any minor ber�eficiaries, attd tht Z�-usre�
• • .
l�erei�abave n�wed a£ �he �rusts herein�creztQd, £o�c ths purpos
,
of adt�ai.str�tion a� ths said 'trusts�and their u1r,.toat�
• dist��butioa iA accordancs wiCh the �e�s thereof, �hsl�, in
. addirion tv the specific pct��r� heretin granted and �in addition
.
. �Is4 to and noC in ].imftat�on Qf any auChox'ity givea th�to by
- I�w, but sub j CcC to and IicQi.ted I�y any �xpr�ss d�.xec�ions Co
�be coritrary bert�nabove set �or�h, hava ti�s righ� and authori
to ex�xcise any or atL o� the �vl�owing powars, Co w3,t:
� � (a) To retain, in their absoluca di=crttion
. � .
' and fo�c su�h perfod or pex�ods as shal.� seao
. y
� � ��� advisab�,e ta tbam,. all ar any part of tha proparty
� owrted by � a� Ch��time of r�y deaCh.
.
(b) To ina�e9c and reinvest rbe funds of my
� � estat� in prope��y of any k�tnd, �aal, personal,
' mixed o� chos�� i.n action, irrsspacriv� o! �ny
• � statuta, case, xu].a or c{sstot� Yiaiting tbe investment
� vf estata or trust tunds, arid ixxespec�iv� o� whsther
such investmencs sna11 be dee�aed lag�tl investm�ts.
� � ' (e) To conti:�ue �nd to operate any. busfnass
or fnterest ChE=�.n x coay awn at the t�me o� my
death for such tiroe as they sba�1 deQm advisabla;
� to engage in atrty oChar business; to becou�e or
reta�in a partnex, general or spccial, �n any
• bus�n�ss; to incorporate any such business aad ,
� bflld the st�ck �h�reof as an investment;
' and to provide �apita�, �or and employ ag�ata
. •
, �o manags and aperztv such husiness witfiout
uw o��s .
aRVr�a�vsN �
ss�nss�ow�r.r�. � $ "
82/13/2882 16:31 7172498637 ALLFIRST CARL MAIN PAGE 89/13
• . • .
. • Ii$bility fo�c t�te accs of anq such agent or for
, anq Ioss, liability ar �qdebtednass resnitir�g fro,m
C�t ope;�t�on rt,ere4f i� the aia��tge,�ent is selectad
wi,th �c8asonabie care:
Cd� To seLZ at pub�ic or pzivata sa�,s, �xchatzga,
. �ortgag$, lease �ad otbezwise �aanage Snd deaX wi�h
.
� p�rsoRaZ property and real �atare and r#.ghts beZo�,r
� and above its surfacs. •
.
Ce) To �.xercise aII righ�s as tbe owner of
, _ CorpbratQ secur�r�es, inc�,udiog s�ong otbers, th�
:
r�►ght to vote by proxY, paxticipate #.� rao�tganizatiion�
�d voting trusts, and I�o�d stock #.n t�eir ow�n nsme
o r xn tI�� n�e o� a nam�tne e, s�i th or wi t�out •
, ,
d�s�clos�ng .�Iae ��dticiz�-y re�atio�sl�i,p.
• � Cf�, � To ca�c out tbe terroa o�£ any agreem�t
.
. I maY have �ntered �nto to ae�t a11 ar any pa�C
. .
.
` - oF �y property or any ;,ntsre�t� i a�ay aw� in any
.
' bus��tsS �t the t�t�e o� my d�gth, -
. ; ,
• Cg) To box�row n4pney �nd �ortgsge ox �,�edg� the
� property o� my estate a9 seGus-�ty therefor; to
;
advance monty for the protscrfon o� my estate, tha
CxusC es�ates and the esta�es qf any IDinor ben�fi�fary,
and secure such advance$ by a lien oa the pro�srty
o!` my �stat: and to �dv�cs 3.�co�� to be�eFfCiar�.es
�nd sec�e such advan��es by � i�en�on tha �uture
, � beneF�z$ o� such bansficiar�Ces. .
(h) ro make a�lotmeats and dis�r�but�,on i� kind.
' C�) 1"o compzomisQ anci arbitr�te c�xims in �avvr
of or agains t my e�Cate or any txvs C.
. uw�
Rt�Gt�t��tN . (j� To dererm�ne, .ir� Cheir �s�o1� discrer�to�, wh$t
�v+nr.t�, . �
� t .
' �
' � - 6 '
. , ,
.
02/13/2082 16:31 7172498637 ALLFIRST C.ARL MAIN PAGE 18/13
: •' � .
.
is �nco�oe�or co�p� o� �y es�a�e and co apport�on
.
.
and ailocate aIl rece�pts, credit�, dfsbursements,
e�cpeases �nd thazges to �nco�e ox coxpus as �hey
� sha11 deem pzoper, and eaccepr �,nsof�er as thsy sha�i
.
�xerci.se such discret�,on; taatrers relatirig to the
. r�,gh�s of ben�f�ciariss among themselves as to
carpvs and iacome shal� be gaverned by rules o.�
I�r� appl�,cable' izom time to t�e,
; {k) To daduct �roc� the incoc»e c�� my es ta te,
the trust estdtos and Che estgte af any minor ,
i, ., berieficiary a rese�y� for dep�eciation oF aiay �
.
depreciabi�e asseC and to autborfze the iaa�ma
benef�c�a�y tb�►areu� tQ take such deduCtion ox to .
. •• ,
- apportion incqme be�Q�iciary iA suah manner as
they si�all deea�r�rope�. •
(�►} To exectite aad de].�ve� any wt�itten
;
. .
�ns trumeuts wl�ich they may deem.'advisab 1e to carry
ouC apy power, du�y or discretioa granCed ta the�,
• and at11. per�ons shal� be fully proCected iu ra�,yiag .
' ' � upon cheir poa�r to execute every suc�t instswm�t
and no ona shall be oblig�ted to ses Co �tt�e� applicaeion
by theca o� any �oney or property rece�ved by theai
pursu�azs�. ta th� e,r.ecvriou $�id del�ve�-y o� aay auCE�
ins tru�oen t.
•C�� Whe�ever chey shall have tho right to �
� . elect Wt�eth�C atty item o� �xpense conn�cCed with
.
the adm�.nis tratioa of a�y es ta t e, th c crus t ss ta t�
. vr ��h¢ estate of any minor bene�iciaiy. 5h�11 be
claimed as a deducr�o� �or incoa� tax purpose9, to
tr►r ors� .
:avGt�t�t �v�t exerais� sucb xight o� e�ection fn suc� m�ner as
. �a�nstowN,s.. .
. . ' � _ 7 _ � .
02!13/2882 16:31 717249863? ALLFIRST C�ARL MAIN PA(�E 11/13
� � they �y in th�ir abgolute dfscrec�on determfne
Co•be �dvisable, even though Che maztcier in whic�
.
' such e1�cC�,on f.s e.cercised m�y result in an
advaritage or disadvanzage Co �ny b�nafic,i,ary as
. -
�omp�xQd w�� any��other bec�e�iciaxq.
� {a) Wheneve; xe�quir�d to aoake a d�stxibut�,oa
.
„ or transfer of a�x ar a p�rt of the ass�ts of my
estatie, ts�ust es�ate9 ox the es tats of any minor
. bene�f�igry ta r�ta3,n therQ�rom assats su�ficirn�
� ia their.j ud�ent to cover any liabilicy wh�tcl� . �
.. may then or ��t�' be imposed upon them, isic�uding
. .
• but noC �limited ta tbe�r liabi�i�y for estate, � �
.
inh eri tance, incoa�e or o trer taxes, ur�ti 1 such
�.�,ability �ghg��. I�$ve be� finally dster�3.n,ed.
to) At1 powsrs, dut�,�s and d#.scret�onary
. . � .
�utboritx granted to tbe F,�cecutor, the Trustees
and the Gua�d.�.an �y be exerc�sed by Cheo� ati�bout
,. � • •
- • pos ting any bond, wi thaut ob tain�tg $ny oxdex fram
ox the app�oval �o� any caurt, and �ithouc any riozice
. ro oz� consant o� anyone� Ttze Executor, thQ xs'usCesa
�nd the Guardiaa ars not to be ansWtrabl� gor any .
. lo�s t�at does no� occur t�rough Chefr own deFiult
or neg�i�encE.
(P) To join with my ��e �.n �`iling atny fncome
tax xeturn �or •�tny year �ox whf ch such ,j oindex is
psz�miitt�d by 1aw arsd Co pay al� or svcb ratab�e
sbare of any t3xes tibereon as tt�ey �ha�,l dee� prop�r,'
and to cons�� .to ar�y $�,fts made by �y s�r�ge during
� � �y lifetime as bavfng boer� made o�e-b$Lf by ad 1`or
��� tbe pu�pos� o� any giFt tax la�W, and th� exarcfsa
�RUG1.F.it�r Y.8V1N �
of suct� authoriCy shal� be Fingl and Conc�usiv� and
es�rnso•+�r,s�.
• 8 - ..
02/13/2802 16:31 7172498637 ALLFIRST C.ARL MAIN PAGE 12/13
_ � nor sub,j eat to=quest#,or by any persoa. � '
. . - .
• . ITEM �I� ,�TEF.�N: � I do hereby nomi�aCe, const�t�ute .�nd
'aPpoint my's4n, ROBE�T �'. BIT�'ER, to be tht Exectitor of th.f.s, .
.
� my �,ast WiI� and Testa�ertt. In' the ev�nt tba�c �ay s$id s�n,
. •
• . ROBE�T E. �1`�R, s�sll �af.l to surv�ve my dearh, or, t�aving •.
: su�vived my de$rb, sha�l�.�aix to surv3.v� the adao:tnistratiac� a�
a .
�my e�zatt, o� shou�,d.be or becoa�s IQg�lly incvmpetertt aithar
pr�or to ar�during the admiA3.s�xation of my estate, or should b�
. ; • -
or b�come �able to serve ior any oChsr reaso�t whatsoever, �hen
I do t�ereby nominate, cons t�tuta and appoi,t�t ths DiAUpH�i+t p$pp,Sl�
,
:,.��tUST COI+�ANY, �ar�risburg, Pennsylva:sia, and its succQSSOrs to
'be th� suceessor �xecutor o� ehis my x,aat Wfl�.'and Tesr.amer�t,
. �with a��, o� t�e po�ers bere�n�bove g�ven as w��L as w3,tt� a�1 . .
�•
• � .
:po�exa given by �.a�r,.sub j�ct onl�r.to ths l�m�,tat�,ons �e�einahov�
' • express�y set �orth. T— •
ZI� W��iESB WHEREfl�', x havs hprar�unto sat my h�nd and
� , sffixed my seaZ to th�s ay T,ast W�.11,arid Testameat, coasfstic�g
. .
a� a3.ae (9} doublo-spaced typewr�t�En pag��, t�is �,=•c�ay as
�. . .
.�f �• _
.�� .:ff- �' , 1968:
:` .
. , • �
.
: ,.
. . �j,.. � � /���/ ' •
� � .��-. • • , - .�•.�•�SFAL)
r
_
•
� . Signed, sealed, publ�,���d and dec�ared by tbe abovt-name
.
t�ILSOp R. Rx2'�'��t, as a�d fvr h�s Isst Wi11 and Testamant in tl�a
' presence of us ��o f�ave hexaunto subscribed ovr names, dt his
request, as �iCrtesses tttex�to in the presence of the sa�d
� Testa�tor and o� eacb athe�. .
���
.
. �
. � : . '�`4�'
'LL := � •
� l �
.
t�►w e�r�t • � ' • . • � �
3lttTGL,S�i�LEYJN . � - �� ..
�s+.a'o+v�r,r�. •: ; � ' . , .
. . . . .
. . . . - 9 - . .
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82/13/2882 16:31 7172498637 AL,LFIRST CARI_ MAIN PAGE 13/13
. � . , :
. •• �
CODICIL • � ' .
' I, �rzx.SON 1t. RZTTER, of �e Bo=ouqh o� C�+rlisle, _
Cumbarl.apd Coun�y, P�nnsylvanis, d�claro thia to be rhe 9o�a codicil
tv my Last Will da�ed August 1, 1968. • ' � . '
1TEM I. I dxzect that it�m Four of my w�I,� shall read as
�o��.owa= -
" I do hereby g�,ve a nd b�guea th the �ut� og One
Thousancl ($1,040.00� Dollars �o my son, HARZ17 S_ RYTTEA."
zT�M II. � direct tha� in =tem Six o� my will, tlie 9�id sum
shall ba reducea to $10,000.OQ. •
.
' �TBM =__- 2 clfx�ct that 3.n Iteae Lig�it (a� of m4y tntill,
the shh�re to be he�d in trust for IIANN�i� g. lrlZLT,Eg shell be re-
ducod by �15,000.00 in coaaideration of advancemen�c mada ta ��,r
in my lii�etinte. • -
I'1'LM IV. In a11 atbex re pect, I bereby ratii�y, c�on�ixm, and
�
' ropubZioh my Last W�.�3, dated Auqust 1. �968, toqather with t�.h�9
� , .
�so�e Cod#,ozl as and for my last �T�11.
• YD� WZTN�SS j1T$EREOF� .I h3v� her@u4t0 se� �ay 1�and and�sani
, f .
' �his .f-� a�Y og J�...::���,r . �.g75. ��, .
� .
'zcti.
•� ,• (��,.�i
�. 'r.r�--��'' {SEA�L�
S;gnQd, sealed, publfshed� and declar�d
' oa the dats th�r4o� by th+� above named
�ti��on D_ R��tor a,� and �o� t�e sola
. codfcil to' his 1ast� afll dated Auqust l,
�968, in tha presence o�' ua who at his
request aod gn �is prasanc� and iA the
prsa��ce o� each other, have subserib�d �
our nmmea as wi�esses tbareto.
} �.
, ~� ' ��'��✓ �I i� :%, �-� :
. �
. � � .
�.� ' f , . .
•• • Y� �•'� �.:I ♦ � v�dq '
' .� .
�
_ . • •
. '
04111�2905 15:13 717243180? MDWO PAGE 07I19
:•
� �,IIST ViLL J�ND TES7Af�HT
� I� C}fRISTlt� s. RI7'T�lt. of the �aro�gh of C•:�fs1e.
� Cur�oberland Co►�,nty, ptn�sy�lvania, brtet� ��' aound and dfspasia�
�nird� rae�ory a�d undcrstar►dinj, do o,ake, publish and dr��sre
tbi6 to he ay Le�t iti�l shd Testsment, t►rreby rrvoking +ll �
L•iils, coai�ii:, or �•zi[ings �n the r�ture thertof by mc a=
• � any tiaoe herctofbrt �da. ' .
. ITEK OI�"E: I di:ect tt�at �l,l my debts ar►d funtr�� exprnses
br psid ss 6bbl1 aa tdriVCffitfltl} �ay .be of�er �ny deat?�, by �
. Exrcutor hereinaftcr naa,td; a�:o, that �ay �xtcutor shsll pa�►
fiom r�y rstate. �11 estacs�. �nherita�nce, iegacy, �vccessf on
' � os trens�ez taxe$ �ir�i„di�s anS antereat =nd ptnalta�cs th�:•on�
� '.. fmposed by eny damrstic or fasei�n 18�ra no�. or hs=eafter �n
� ,+ #'arre tir3th respatt to aII property taxablt under S�cr Ia�r!
� . by zaason of my rYeat6. whether ar not rvch proprrtp pass�s
� • . undex thfs, my Wil�, and �*hethsr auch t��c4s be pa�ablr by my
estate ar any recipfent of a�y svc1� propcYty, thcse to be paid
. , as part vf tb� expenses nf admiaistratfon ot �y tstate froo
. my resxd�ry estate vith no rzght or rein+bursement fro� act,y
:ecipfQnt of a ny such pzaperty. ' .
� ` I1�2 Tv0= I do hereby Sive and beque�th unro tb� Dauphir
Depasf t �rust Campaay, H�rr�isburg, Pennsylva�tio, �k ?RUS'T; •
NEVERTHiL�SS� the $um of �eo, 1'hous�nd �$2,OOU.00) Dallars to
' invert a�d reinvest the samr and t� psy Che ir►co�rr triere�ra�
. at,nually as ar. as.�rd t� be knv�n as the "Ro�k� �taayen Mesariai
� A�azd" to thit bvy oX �iz] �rho �hell havt •Ttindea Ca71���!
High 5chool, fos +�t least f�ur €e�aest�rs end �+ha shall, i� tbe
� j��g,nf�t of the chi�� �dseinisrratar of thE Hi�b 5chovl, bave �
. � j
tor thE perio� of said foux semc.tEZS cQme c]osert r� meet3n,� '
�
� yu p�r1! i ' � � �1ti
r.r.c�w�ra L�[�i►a�c� �+ ✓•�"''�' � • '• ..�•
� lSSL]Tf� � 1[tC! I
�
P=�e Qn� ,
�. .
04/11/2005 15:13 7172431807 MDWO PAGE 08I19
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•, .
the ssiterl� fa= tt�s w�rd as ?�rseir�.itet sct to�t�� T�'" •`��:d
m�y be �srd t���xd expsnsei in �n� co�leg�, b�siness sct�oal,
trade scl+ooZ os �s�y ot},tt pbst•big?� schobl ac�dr�o3c,, vorational,
tec?�nic�l, os cr��fiing fnst�tution dermr�! by �h� ch3ei •d�inis• �
trator of che C�YIi s1e K�gt� Schvc�l to be sapvt ab2e in its �'i;�a• �
� 1� The cYit�ris to Mhith xtferente is tsrse!»above �sde
are �� iollows�. ta wit: . •
Es) The sec�piant s'hall �ave dra.c►nstrated de�er�nin��io� .
� . , to tOt1t'�nue study sfter hi�,�► ��hpo� $radu►stior.
(b) The r�cip3c�t �aeust l�sve a defiri�te'need �or
� , � � � �'ir�neial assistanct fn ard�s t� furtht: hi� os
� hsr posL-high sthool educss.ion.� , .
(c� 7�e seti��ent sha21 1�ave de�c.rstYatra �aod c�tizen-
� st,ip qualitic: .vhile in� �igh scbool,�� � �
�TB� THREE-' Y give vnto my grard8av$ht�r,� ?�'IJ�Y B... kl01�CUE,
-� as T�custee, the sum of T�•enty-fivt Tl�s►vst�+� �5,23,��0,44)�
Dollars, or fifteen �25�) per cer►t af m� gsoss t:xab�e estace.
. vhic�cv�r shall be �ess, sue� sum to be t+tld �� t'r"zt b9 Lh�
• 5sid �!J►Y 8, MONGUE,for tY�e support. �a�intenance and �all-bei��,
• together vi�h any sc�oalin� or ��condarr edvcatior o� m�r otheY
� + SYan�daughteY, �LIZAA£TH ARU M�L�.IIt. Tht P'u�Pos� af thi� trvst
. ;s that 'ff my ?rus=tr shall dete�fne ELIZA��'N bRU H]�.LEA
, to b� semi-deperc�ent, t�►is tru:t s�all remsir ir► �ffsct vr+til �
' ;l,e destl� of ELIZ.I�BET61 t?RL'� NILL� az until t?,e sa� s�+all be
. fvlly �o�sumtt3. I� £LI2�+5ET1� bitU r=�LifR s?��all �sot br �eai-
aeptrdent. �ther tt�is tsvst s�sll be us�d for hex maxnttnar►ce �
ard �or 'hcz srcond�ry education. Upon the deat'h of �1.Y?.t.BE't�► �
� DRt• MILL� �uzi.ri� ��e tern� Qf tt+� trust, or f�f tbis tr=st �
- _ ; • i
�: ���• j
, , . " . ,
� . � . �z•itzne . Ztter �
. �
v.ow�� , • .
� p..-ss.,wrr_s..:.l.�Y.
, ' Page 'ri�o ' t
� �
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;: � -
a4l1112905 15:13 7172�31807 MDWO P�GE 09110
, .� -
xhall ��il !os the rtsson of EL1ZJl8@TH ARU rl7�.LER �ot betn�
�emi-dependrnt, ar shs11 fai] in the rvrnt ahe dpr� n�i pur�wr
' • rrtond,zy rducst3on, tbrr 1 dizrct that the z�sidur'af the �
corpus of the trust �L ibe tiesr ELIZASETH DRU HILLF.R �h;l� �
•ttain the •ge of twentr•iive (2S} yea=� �t►+11 p�s� �r►dtr th� �
tc:idwa=y psov3iioris of =�►�s T!y Lsst l�ila �nd �'ect�me�L.
� 6pr�l�i�011y avrl'wz'S�r �y nustee to 3nvade t�e prircSpa�
�or the puzpost of this tzust i� r.h�► �ev.nt tbe saa�c shal� be
� :e4�irtd i� ib� sole discretion of my nustee s�. designa;ed
• , u�der this �tea�. 1 fu�rth�s nbmlt'1d[4 and sppoint �U�1Il+ A=POSI7
TRtlST Cd�:PkKY, I�arr�isburg, Pennsy�va��a, aa A succrss�r Trastee
. � �ox. thf s trus�. . .
. - 3TEr FOUR� AiY tliQ rest, residue and Yemai�nder of my
� property, Whethes rea�; ,plr5anil or �aixed� and v�'►eresoever
. , situat�, 1 aivr, ��vise and bequeatb in the follo�rSt�, �nner:
- � � ta) 3 �d�rect that dne-fnurtb (114) cher�vf sh'11 be pa3d
by o�} Execntar unto �g son, &+�RD S. R1T�R, absolatrYy.
� (b) X dir�ct thst one-fourth �l�b) thareof ebs�7. bt psid '
by tay Exetuios wnta my.son, R08ERT E. R3TTER,� �bsolutel�.
(e) ! give, derrfse and bequrpt� Lhe Ye�i.nin� ane-hg�� �1/Z� .
' e of my said �ssate unta D+�l�FK1N I3Fp05I7 TRUS? Cd�'Ah'Y, H�:risbuz�,
PennS�flVan3a. and ].ts SVCC�55G=6� IN �RUS�`� NTV�R�EI.�SS� td �
hold, ��age..i�nv�st and reit�vest th� ��mc and to pay tl+� net
. income thrrr�rom a� fo2lar►�: ane-half thereof� not I�s� tbin
. quarter $nnua�ly. far snZ dv�ir�g the t�rm af htr natu�f: life,� �
, to m} daughter, M�AY A. 1�h�Y�l►, �nd cay s:�id 'nusLee chsl2 pav �
� tbe ancomo froa the other sl�.as� thexeai untv my dsughtez, �
. � �
' FU�A"+�H �t. MILLFR, for 9nd dur3n� thE t�rm o� t�ez natvz:? �ite. I
On tbe death of es�h o� ms si�d daughters, �thei.r �aid s`•aze af �
' m� tr�st �t�a31 ce:se an� .the corpvs thfz+of, tagetber �:cb an� �
_ �
1 ��'►�QL . {
rr������itiLJNt� • •� � . ~' �
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� r�seinF . �tc+er �
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@4�11l2��5 15:13 7172431807 MDWO PAGE 10I10
. � . •
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undistribated incoa� tbeYefrt� shall bs aiscri�uted ip r9���
hteY� per st�,rpc�•
s}wzr f �o t!u ch3ldr�n of =�ch drrease� �,�n �ftate st►sl�
1't�M El�: �a �� Rv��ti iny intrrest i �n 1 no�3n�tc.
� be due ard paygble t� any minor beneficiarX: #�'
C�MP�►�Y, RsrYisb�rb
coa6titute end �PPoiat �UPRI1� D�PQSI= TRUST . vc� mino�
� ����SyZ`oni$i e5 ��ardia� af tt►s estste oE +�nr i
vith fv�l pow'�r i.n said G�srdian to sp�Iy thr
benrficiiry, . '
ineomc and sa �uch o� the principal ss 6aSd G+�ardian �n Sts
dYccreriafi shal� dfem aPPropriate, fdz the �f�trnsnce,
educ�tion +�nd ve7.fsre of an� �fn�r beneficiazy. ' ��stte in
ITEK SIx- 1 �u=th� authotize an3 empvweY my
1�AA�E� a rid"1�1J�r!u�H A. ?:l L1..ER s
admfr,i�terir� tt�e tt'u�= for ?�•4it� ft. oYt�
. i f f t :hall deter��n� f� �t� S°�e discset�ocs Lh't� t�'� sh�il
s��d da�ghters
: maince�as�ce aAd velfare of eithet °f �'r� sl of said trust .
bt prpo�otcd t��reb�, t�'i�+��ade the pr 'P
: a�d app1Y past ar ��] of sa�id prxntipel for suct� Pu=Pose:.
�TEM. S�vE1�s• I hereby naainate,
ccnstitvt� snd appoint
m sor, RQBE�tf E. Ri�R� to be the Ex�cutor of thi6 �' �'��
r
. � W�i� ana �t�t��„t. �,�ra �na ��a�
� YH �►`1Ttr`E$S i7�LFR�OF. I ha�e hereunto �et �]i ' : .
� � `i� Y976.
' ' ehis 1 g � asy of ��G.t,+�' !
✓ . '
1 �-- . �'7�'��L�'
,.. �,,'-. • r. - �
' �_ zstat�e S, RitteY
' D SF�LED PU8LiS1'sD and D?.CLARED by the abo��-ra�cd
SIGh'E . �
in'tha
?estatri� as and for �►sr L+�st L'ili end Testament. ,
i
reser,ce of us, utto a= ber Yequest bavr �l:e�PtO S�bs[Zib4 � i
. P .
our �s:op� ss ti�itnessea theX!=o, i� Lhe pre�tc+te ���,Q 1
i
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TliLaLY1X 8l1�i af E��Ch Ot�•�Z• . ' i
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��I?IC�L TE� �:Y �A�T WZ�.L At:�. �I'��i�':EN'I'
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3 I }i�1�E31 RAT�FY, conf�rtr� �1sd apj•rave my i$�t wf 11 a»d te�t�ur.�nt
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��,, �fth� t}�e�se nc����i��►��an�� � � �
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� � ��7YE, ���r��e �nc� beque�tl� �r.t� �� ��u�hter 'r���I�Ai� 8. �xI�ER. �s
��
�. ` trLStee, �xtd urit�► ?�e� SucG��sar. ��� herc3 n��`ter ��ovided, the� s�m
�,,,
�� af' �2�,Oflt�, � t��er�t�-f3,ve �r�ous�n�� dall�.rs) �f�Lri��- #.n �as�t, c�r� ix►
the d�i�cre#ion o:� t},� executar$ and �r•u��t��s part�,� �n c��?, anc3 t�te
��' • � .
�
the �al�r��e in rnarl��t���;e securi t�i e� ow�ned t�y �� at 'the '�.�r.� af my
� .
. ,
' . �e�t�, t�,`�►� `���:.�r� �t �h� v�.ues tt��reo�' as. i'3En�1�r . deter��»±�� ��,�
� . ; ` '
, �'ederal •eetal.e t�x �ur�ases, in trust n�v�xtrie�,e��s, :to �hc+�.�,�ana,��,
�; , . � .
,,r �.',:� �. :... y : . . . ..
�irtv�e.t. �r:e3 r�-������$t� t�,e s�e �rtd d3 spa�a ther�co,� arid the f�ncor.:�
,_ . .
• ; . . . .
ther�i'ror.� �'��- tr�e fox�,owi.�,� us�� ar,d pur�ases: , .
� •�. TQ �ay �y .�rar�d-d�u�ht�rx�* E'LI'�R��TH �t} �:��L�R. so �u�� :
7.�� . .
� ���` o� th�` rie�` �ncQme �� �r� ��e t�us�t�e's svl�� dia�ar+�tion the tru�t�et
3 �
p` � ... ' . .. ,
dee�;� Me�c����ry �n�' pro�er �'or h��r re�sona�?� ��vin€- ex�et�ses, cc��� '
� -
�ort, ��ri�+�z���tg ,�r�d ��r��,��� ��1�'ar�� � �►sy trv�te�, in ex�rcf s�n�.
�.. th�s �f���+�'��or s��'11, ha�►.�v�r,� ��ke Y:�tc� con�id���t3�n� i�1.1 as��'L�* ,
���- .
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�v�rie� by �►���?�'ii ��G �:��� �n� �� fncorr�� recei��d- 1'�-+��r a��# .
.: _ ..
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othl��r sc��t�+��; .��` w���r� �� tru.�t�e .�ay t��►�� knowled,�e. I-� i.� �y
�,. ,,
de�3re �ha� ��t,� d�f:��C`E�t'�G r:a2-y �Otr:C�i" �i.vtrn to �v tru�tee t•� l i'�er���; `' .
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' ._
, cGn�t�ru�d. �i.��+ n�t �r.���,a r��►t� �c� requ#r�rd gYra�:Z.1 �►� �rcwm3�l�t�� ��t
,�; . .
� �d6ed '�o 'fi�� `��r�rrc��I� t��' th� �i�t fro�. timE ��v '�:.+�•
� . , ..
4.:�.,: . . ' . .... ..
,,,,..�_„....._ � __. .. ._.. * . �,�, � ..�.,, r�
'� �f��ix�_ g��r,�r�rt-s_ #'r�cr __�n�i�t,. #�r��t tc� k�,��h�_�:� �r�n� ����`��.. ___
� �.I�J�'���`"� �:� 1��xLL��:�. i a e�tf�►���, ��e ther w•i tn her� incos�e f�o�ts
oktsf d� �urc�s o#' �hiah the �ruatee raR kno�l���e, $}1�1� �E �tn�u..''-
�c3 er�t iri t'.E df��c�r���i on ci the trust@c ta ��:rcvi dff for :��r �
� . F�€e � �� �
, e4/1111bb5 1�:1� 717243180a MDWO P��GE 04!1@
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rea�onat�le suP�ort� care a»d comfort� trien �the tru�lstee n,ay �sy
to or brply for her benEf3 t so rovGh of tt,e� pr�nc�ple as the
trus�e� m�v deea, i�ro�er �.nd neces�ary �'o� that� purgo�e. �
�. Dur3n� illnes�� n��nority or inc�p�city af s�id �I2.A���'�
T�RL' �YiILL����c,�• trustee �.s hEx�ery expressly �utt�crf zed ta� n�ake �nv
payrr,e*�ts ave or �ut'rlori�Ed hex��under to� her �iuly cansti tuted
,�u�r�'i�n ar �or..�:xttee�. or to such ather ��ersor. or pei•Sans as in
the �o�e r��scr�t�c,r� o� t.�� trv�tee nay be ap�lied b� such ��rsan.
ur �er:�ona 4o tl�e sun��rt, n�air�en�nce, ��rR �!:c3 ��n�ral w�li'are
� af` �c.��4�+�aEl�i DRU ;tiILi�Pr ar, if the truste� deea, �best� te ��ierself
apvly s��c�� p���r,4nts directly to ��er support. rn�.int�n�,nce, care and
�ener�l wel i'are wi tho4t being� reguired under� �.ny cir��s�an�:es to
accoant trlErefior to �ny �au�t.
4. I oo sFeci fi c�ll y er.��ow�r my $ai�d '�rustee to ut��.i z� � s2i d
� f'ur:c�s a� she shall see f`it in pur�-ue�n� the pux�os�� af sa�d
txus�. �t i� ny ,inter,ti cn hereby ta €�v� �tr, �,��trus�.Ee� full �nd
�►bealut� pov:�r �Lo hol�i, �rax�a�e, invest and distribt�te said iu.7�s�
�nd any and �1�. Fa��r� r�ec�s�arv a.zC ca»venYent .far tt�at pwr�as�,
r•ret}ier saCt� �.oti;�rs at�e }����xr_�'�f�r� s�ec�.fi G��.���r �et �artn ar'�ot,
�re h�r���v ��v�.� �.o h�r.
� �. T�� . t.r•�;� ir: �G cc�::`..inv� u:t;� �r, t�E ea�ire ca���� a�'
c.�.i� tru�t.. }�s b�F.n �tili2Ed. ��r �b� t?:� �m�t�i a�' E=•l�r.*'E�'rI �?�
� i•:_1.:.�: �r=�: �c �r,E corr��f.e E ��:}:a as L�or1 �= �},e trusi. corpus. or
. {e� sucY, �, t1lrr� a� t�p �,rustEe in her �:•�.e �zscret�.on �E�E:n;r.+�:
tr��t tha �t.x-ust ia no l�r€�r r.�csssar�� "c�Y �the s����ort, car�fort�
r���:itpnar.cc ��:-�` ��~ci al v:Q��'are �of E�IZA��'Th �R'J j•:II�:�R, ta�in�
ir,to cansic�er�t�.�r �'.� �.csets aw�en �;,� �e: �r:d �r.: :::..�'�s� Y'�C�lYE�
Fa�e 1 af 4
04/11/2005 15:13 7172431807 MDWO PAGE @5110
.
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by her 1'rorr an�► ot?�er fiaux�ce kno�►n t� the trustee �the ��tt��n:r�ent
�� th e ��� oi` ru��ori��► or tne marri��c r ^ �LIZJ�$ETri �RG� h:I�,L..E.�
s'�a11 *�� suf�'ici e.�t cGuse fc�x such a t�eterr�.�nation by the txu��ee,
� but n�f t��er act s���l nec�ssi tate such a ds�exz::3�:���ti on �:c�: i�
either aCt necessarv for �•ac� Q detgrn,instio�n). .
.� F. In th� ev�r�t thz t any c� t�e �andi t3 Qns o�.p�ra�ra�+h S .
a�:cti•e occ�ar t:��.� �hi� 1�ust sr��,Z�� ceas� s_+�d terr�i:�a�e. � iJ�►on
t�:."r=:�n�tzan ��" j'ae trust -th� ent�x�� b2.'��e��c:� ��' ±'�e cox't.us, S f a�y.
t t,@:� r$;,: ;r► •.r� r 1. -, . ., . � . .
r�_ .�r,� in ��-�e ��,.,ds o: t.,e t����e� sh�_�l :'arthwitl. �e ��Ya ,
over ta �.�..';*:;,'r' B. �:il•LE�� if$h� t�����vir:�� �,� tt��e txme..,a� terir�i:,-
�4io.�. If ��.�I�;,�.1�i P.. 1►.ILLEfi i� �not �live �t �;ze t�r..� ar ter�r��.n�-
tic:;, ther. t�e entire t��ilance of �t:ne corpus� a�f ar.y: xer��iriin� .
.
�n tr,e har•as of' ts�� trus'tee sh�.l� forthV:i th b� distribu�ec and
naic� aver �n eq�a�.I. sr.are� to -�1�� �c�ildr�n o.� 3iA�;h'A� �. I�xL��.K�
� � ,
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I+:1�."�'��B��G:�T iriC:�I�U�, ° tIRISTI�'� 'riQL��"GE�; �iah3 r.LI�APET:�i I?FcLT �'jxLE�,
or their chil�re;: by repr�ser�ta�ion. In the ever.t that a chil� .
. vf 'r'�'4:,i�:� E. r�:�l�,�� ��� d�ed �r�or �v the terrr:i�atia� o�' t}�e
tr'.xst �eavf n€ no cr,�ldre� surv�vi»� her. thEn tt�:e �r¢re oi' t�a�
c::�1G s�'.a�l re ��v�dec3 an,on� thE re;�,�,��ing �hYldren ar N.l�.�":�,: .
�. t:I�L��h, or treS r chil d?�e.z b�� x��r,re�er�tz�i���. . �
't'ne title, uov+�ers� du Lx�a �n� ai scre'txans cor►ferre d upo!� the
tx�ustee .i�► tti;� a�r��:r�nt ��'nall �cor�t�tnue. a�ter �tErs:�.n�tior. �f �.
� �he trast, _�urat�� fa,nA�� disr,z�.�,,��1�n oY� tne cox�rus �.s ca:�.r1E�E.
� ,
, � 7. x t .i�� r�.�,• des�re that r„ti d�u�liter� �-::.:r::;,�: �. i•:II..t E�, shF.]1
ssrv� as �ru�fF� ;�r, the �uratio: af her �.i�a e, ar,d �r:st .�:�e not
tie r�quir�� to ex�►cute any sort o: �ond, ;�` s�ath, or be re:�u�r�fl
to f�l� �r.;• wa�►or� ir. 2�S• court, �s sucr, trustee. �.~� 2�t :�er
� � pa�e � of4
�4I 11!"[bb� 15:1:� 11�2431807 MDWO PAGE 06l10
: *
de�,th. fnc�kacit�� r��'u�al td serve or res��natiori, ths title to
th� trust propex��y sh�,l� pa$s to my �rand--da hter � A:AX ��IG'riT .
. , � .
itiGyGtiE. �s trust�� in succ�ssi�n r,•ith thE san:e �ow�ers and suthor-
,
Y t}• as �+ranted to the ari4inal trus`..E�. � -
�• t�� sUCGe��or trust�e sha11 �E ot;+li�EO ta exa�xne �hE'
acco�nts. records or �et� of' t�ie Fxgvxaus�: trus�.eE�.a�••trt��L,e+�B:
nar �:hal� such saeeessor trustee �r. .�»y r����; ar n:anner be responsi-
��P �'or ar.�1 act or o�fc-��ssion o� any pre�r�ax�� txu�tee.� An i�r. �
. y►. c] �
� Qx action ���ir.s� �.n�► Fr�vious �tr�stee m,u�t iri� �y event be �
�sser�.�.� or fi�,�ci� t�v th� t�ene�iciary w��thin one year �,f�er� the- _
�Fpo�ntrc►�rj 4 of a� successor tru�tee. .
. I3: �•�IIi��SS Y�;i��EOFt I have sat�scri�ed n�� name ta th�s Godici�, to
- �y 1.�st will �na . t�stament, cansi s�i n� ai fa� (4) t• ewri tten
. �tP .
� pa�es, �r�c�,ur.a.n� tt��s pa�E, af#'isi�� �cry ir�itisls to each such � �
. . F L
�'or 'better i aent�fY catian, an� I hav� t�i s day c�ll e� unan .
. :, , - � o�
. , ��nd
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� r r� r .
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r:�t:�sse�s to t���. sz�,� thi s d�z� of
� � � � 19��
A
� �i�r.e d� ���j` t� �..�"�z, i��,�.
� �
'"r�E �`orie€oi*.� ir,stx�urr,�er,t �►�cs dECx erea, p'a i `�e �,.h .�s�ribed
�t►
` ES 8.]'1[1 �G�' a codi ci]. tG
:J£2' 1�5� W��1 c'iTtL� �o��a.'.'iE:i� lr: 01;; �►Y'@SEi'1C@� �.'1Q 1M1E riOYr c"!i. �QY'
reouf��: a.�.a ;��� r,er �rr�sence arlc ir� th� Fr��e�iCe of F�:ch other
s:�'��cr��a aar n�.��es �s attESt3n� �i tn�sse� ti�erpto.
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i
ESTATP. OF WILSON R. RITfiER. a I'N THB COUit
I.AfiS OF �N� e0R0UGH OF T d�' C4Ml�lON PLEA$ OF , *
CARLT$L8, C U M H�R L A N D C O U�t T Y � C����� COUN T Y� P E N N 3 Y L V A I i 1�A �',�`� � •
P�NNSYLVANIA � _ �Rp�g COURT DTViSrOt�T Y �`����,'
z ESTATB N0. 21-76-228 . �
SSTATB 4F CHRISTINE S. , ; '
RITTF.�i� LATE OF THE BORQUGH s CUMBBRLAND CQOF COMMON PLBAS pF ��M �; .
OF CARyIBLR, CUMBERLANp : ORPHANg� UNTY, PENN8YLVANxA
COUNTY, PENNSYLVANIA Ga�T DIVISZON � �
s LSTATE NQ. 21-8?-474 �
f �
ORDBR OF Q RT
AND NOW, th i e . � � �� � _
� day of Janua �
and decreed that DAUPHIN DEPQSIT �� �988' it ie ordered
� `�
B� � TRUST COMF1�1Ny� TruBtee �
9' �
under the Wi11s of Wil�on R. Ritter and Chriati
late af the eorough o,� �g ne s• Ritter, �
rliBle, is hereby authorized to combine
the administration of the trusts set
forth therein for the �:.� :
benefit of Mary A. Haayen and the truats for th � � ��
.
Hann�h R. Mf ller in acc e b�n�'f i t af � �
o r d a n c e w i t h t h e prav isions of 2p p8. � �
C.S.A. ?i92.
� � � i "..f'.
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,4CCQUN7 SllidAiR�Y
RITTER,W TlMi HM
ACCUUNT: i2t.�4733993 PAGr�.: 3
FOR Ti1E FERiOD 07t01113 THROUGN d913G/13
CASN SWN�WRY
PRINCI�AL INCON�
BEGIMIViN6 GASH BALW�CE 0.00 t85.70
CAS4i ADQI TIt3NS 0.00 0.W
OIS7RIBUTI(NrS
PAYMENTS 70 OR FOR BENEfiCIARIES 0.00 484.12-
FEES 471.i9- 253.71-
EXPENSE.^� 0.00 O.00►
OTHER�iSBURSEMElITS 0.00 0.00
TOTA1, DISTRIBt1TI0NS 471.i9- 738.43-
INC�
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DIYTOE'IlDS 0.00 699.74
OTliER INC� 0.00 0.00
CAPITAI,tiAIMSlDISTRI8UTI0ltS O.W 0.00
TO'fAl INCOME 0.00 699.?4
BUY AND SELL A�CTN�TY
PURCHASES 3,913.50- 810.03-
SALES 4,384.69 738.43
TOTAI BEIY ANd SELL ACTIVITY �71.t9 71.60•
ENDING CASt! BAIAf�E 0. .
ACCRUEO INCOII� Q.00
T4TAL CASH VAIt� O.OQ 75.41
( � �� 100Q648 OOV008/OOOOt6 0064Tt3 SS0014262
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RITTER,N' T.'W Fl1F
ACCUUNT: !204733993 PAGE: 5
AS OF q9'3Ul13
ESTIMA7f 0 IfiiCaN1H
MAliKE7 ;Of FEDERAL UNREALIZEU ANHUAt YIELD A'f
ASSET CATE64RY VALUE PORTFOLIO TAX CU5T t'iAIlE/IOSS INCOME MAHKET
PRINCIPAL P(lHTFOLi6
CASN AND CASH E�JIVALENTS
6qNEY MARK�T FUNOS 2,i75.52 1•18'� 2,175.52 0.00 0 0.00;
TOTAL CASt{AND CASH EQIfIVAIENTS ""`�f,�iT5�.3`� 1.t +� ~�..'�115.� 0.00 0 0.00�s
FIXED Il�t1A�
INTL FIXEd x11COME MUIUAL EUNDS 12,725.80 6.97 k 13,029.65 3Q4•05- 460 3.61 �►
TAXABIE FIXEt� IlICOI1E F1�5 58,320.t9 31.56� 57,57Q.54 1t9.85 1,756 3.01 �
TOTAL FIX£D INGOME , ��'� + • � �+� ���`
EOUITIES
DOMESTZC E(1lfITY MUTUAI. fUt#DS 78,4t32.27 43.04 �s 55,662.89 22,819.38 591 0.75
CaLOBAL FllM�3 7,880.08 4,32 � 6,500.00 1,380.09 245 3.11
INTERNA7IONAL FUNOS 20,775.74 tt.39� 20,33t.22 444.82 344 1.6G
CLC1SEp�ND EQtiITY MU'fUAI FUMII 2,t20.96 1.1B� t,�67.93 t53.03 69 3.25
TOTAL EQUITIES �O�,�t� �'��'���.� �4�+�f•Of �� �{��
PRINCIPAL POFiTfOLIO TOTAL , �•�'� + • ��� —�� ���
I � _ � �� �uose�e or�000�/0000ts aosa�t2 SSCwta2s2
Special Needs Trust for
ELIZABETH DRU MILLER
Irrevocable Trust Agreement
This Agreement made the day ,2013 ,
between CHRISTINE S. RITTER ESTATE FOR BENEFIT OF ELIZABETH DRU MILLER,
herein called the Settlor,and The EDM Special Needs Trust, William A. Duncan, Trustee.
Trust Estate. The Settlor hereby transfers to the Trustee and the Trustee hereby
acknowledges receipt of the property described in Schedule A attached hereto, which property
the Trustee shall hold and manage as provided herein for the benefit of ELIZABETH DRU
MILLER, in accordance with the provisions hereinafter set forth:
A. No payments shall be made from this Trust of either income or principal
until t�he Trustees shall have taken into consideration all of DRU's available other assets and
sources of income, including entitlement to benefits or services from any local, state or federal
government or agency(or from any private agency.)
B. During the lifetime of DRU,all payments from this Trust which
go to the benefit of her are to be direct payments to the person or entity supplying goods or
services to her at the request of the Trustee.
C. During the life of DRU,no portion of this Trust,either income or
principal,shall be subject to anticipation,pledge, assignment or obligation of DRU nor be
:subject to any reimbursement, execution, atta.chment, levy or sequestration or any other claims of
�or interference from the creditors of DRU or the estate of DRU or of anyone who may be
obligated for the support of DRU, including any government or govemmental agency or private
agency which has provided benefits or services to DRU.
D. During the lifetime of DRU,no portion of the principal of this
Trust,and for so long as there exists any claim against her or her estate for reimbursement by
any creditor,no portion of the income of this Trust, shall be or be able to be used to provide basic
food,clothing and shelter for DRU(nor be able to be converted for such items)but rather to
provide DRU with extra supplemental caze,maintenance,comfort,happiness and education in
addition to and over and above her basic support. To this end,the Trustee may provide such
resources and experiences as will contribute to and make DRU's life as pleasant,comfortable and
happy as feasible.Nothing herein shall preclude the Trustee from purchasing those senrices and
items which promote DRU's happiness,welfare and development, including,but not limited to,
vacation and recreation trips away from places of residence, expenses for traveling companions,
if requested or necessary, entertainment expenses, supplemental medical and dental expenses,
social services expenses,transportation costs,private room, telephone and television services,a
mechanical bed,and electric wheelchair,personal caze services, and the like.
E. During DRU's life should the existence of this Trust disqualify
her from eligibility for substantial governmental or private aid or benefits or services or should
any interest of DRU hereunder in the principal while undistributed and in the possession of the
Trustee be subject to attachment, execution, sequestration or reimbursement by any creditor,
assignee, subrogee or provider of aid,benefits or services to DRU,then this Trust may, in the
discretion of the Trustee, be terminated and the then remaining principal and interest distributed
to Hannah B. Miller, if living. In the event Hannah B. Miller is deceased,then to May Bright
Mongue and Christine Hollinger,per stirpes.
F. Upon the death of DRU this Trust shail terminate and all
principal and any accumulated and undistributed income shall be distributed to Hannah B. Miller,
if living. In the event Hannah B. Miller is deceased,then to May Bright Mongue and Christine
Hollinger,per stirpes.
G. In managing the assets conveyed herein and any other assets subsequently
transferred to this Trust,the Trustee is chazged with t�he following duties: keep the assets safely;
use the care and attention which a reasonably prudent man would devote to the management of
his own financial affairs considering the economic conditions of the time;prepare and file tax
returns; file any reports required by the Court; transfer assets for the use of the beneficiary of this
trust in accordance with t�he provisions set forth above as requested by the Settlor or her
designees.
H. Powers of Trustee. In addition to, and not in any way a limitation on,
tlie powers otherwise granted to the Trustee by the laws of the Commonwealth of Pennsylvania
or by this i�ent,the Trustee shail have the following powers: receive proceeds from the
sale,maturity,call or conversion of Trust assets; invest in and buy or sell assets(including real
or personal property, common funds managed by the Trustee, and obligations, deposit accounts,
or stock of the bank or its�liates);pay any necessary expenses including reasonable Trustee's
compensation,allocate transactions between income and principal as the Trustee deems best; and
handle routine matters according to the Trustee's best judgment, including but not limited to
making timely exchange of temporary issues for permanent,executing proxies or voting shares,
buying or selling fractional shazes, and exercising,holding or selling warrants representing rights
received in corporate recapitalization or reorganiza.tions.
IN WI1'NESS WHEROF,the Settlor and the Trustee have executed and sealed this
Irrevocable Trust Agreement as of the day of ,20I 3.
my hand and seal this day and yeaz first above written.
WITNESS:
CHRISTINE S. RITTER
ESTATE For BENEFIT OF ELIZABETH
DRU MILLER, Settlor
B the Court
illiam A. Dunc ,Trustee
_ __ __ _ r _
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PETTTION FOR REFORMATION OF TRUST
ESTATE OF WILSON R RITTER : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY,PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NO.21-76-128
ESTATE OF CHRISTINE S. RITTER : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY,PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NO.21-87-474
ORDER
�L
AND NOW,thi day of ��"�'D ,2013,after due ,
consideration of the Petition for Reformation of Trust filed in the above-captioned matter along
with the attached Exhibits, it is hereby ORDERED that the Trust established under the last will
and testament of Wilson R. Ritter and the Trust esta.blished under the last will and testament of
Christine S. Ritter shall be reformed by the addition of the following langua.ge:"Upon the death
of my daughter,HANNAH R. MILLER,her share of my trust shall cease and the corpus thereaf,
together with any undistributed income therefrom shall be distributed in equal shares to the
children of my deceased daughter,per stirpes, PROVIDED, HOWEVER,that any share to
Eliza.beth Dru Miller shall be distributed to the Elizabeth Dru Miller Special Needs Trust in
accordance with the terms and conditions set forth in an instrument known as the"Elizabeth Dru
Miller Special Needs Trust"
By the Court
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V
. ORPHANS' COURT DIVISION
. COURT OF COMMON PLEAS OF
In Re: ESTATE OF WILSON R.RITTER
AND CHRISTINE S.RITTER . CUMBERLAND COUNTY
. PENNSYLVANIA
. NO.21-76-128, 21-87-474
CERTIFICATE OF SERVICE OF ORDER
ORDER DATE: 10/30/13
. NDGE'S INITIALS: TAP
TIME STAMP DATE: 10/31/13
IN RE: ORDER
............................................................................................................................
SERVICE TO: DUNCAN&HARTMAN 1 IRVINE ROW CARLISLE PA 17013
ELIZABETH DRU MILLER 70 MONTABELLO RD DUNCANNON PA 17020
CHRISTINE S HOLLINGER 4135 ALASKA ST SEATTLE WA 98118
HANNAH R MILLER 770 S HANOVER ST CARLISLE PA 17013.MAY BRIGHT MONGUE 231 HIGH ST#403
PORTLAND ME 04101
METHOD OF MAILING: ENVELOPES PROVIDED BY:
�USPS �PETITIONER
❑RRR ❑NDGE
❑HAND DELIVERED ❑CLERK OF ORPHANS COURT
❑OTHER
MAILED: 10/31/13
............................................................................................................................
SERVICE TO:
METHOD OF MAILING: ENVELOPES PROVIDED BY:
❑USPS ❑PETITIONER
�HAND DELIVERED ❑C ERK OF ORPHANS COURT
a
❑OTHER
MAILED:
' �
P tY
� rk of Orphans' Court