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� ��. � � �:�� �PETITION FOR REFORMATION OF TRUST
t�,.� �.�.� �.,� t,.:.� �:: ...a
� �..� "M`°' _.::: �:
�5�7'��OF`#��i�ON R.RITTER : IN THE COURT OF CQMMON PLEAS
� � � c� � : CUMBERLAND COUNTY,PENNSYLVANIA
� `� "�=� 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 HANNAH 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 March 1, 1976,having first made his Last Will and Testament
dated August 1, 1968,together with a Codicil,da.ted November l, 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 estate 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. Haa.yen,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 shares,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,refe�red to
therein as Mary S. Haa.yen 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 sha,ll 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 da.ughter, such deceased daughter's share of said trust sha11 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 ben�fit of each of the aforesaid
daughters..
7. Christine S. Ritter provided in her will dated August 19, 1976,that the disposal of her
residuary estate 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.
__ _ ____ __ _
. _
_ _ .
__
� _ _-- -- - ---
Haa.yen 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 attached hereto as Exhibit"B"provided for said Trust as follows:
(c)I give,devise and bequeath the remaining one-half(%z)of my said estate
unto DAUPHIN DEPOSIT 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
shaze 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 sha11
determine in its sole discretion that the support,maintenance and welfare
of either of my said daughters shall be promoted thereby,to invade the
principal of said trust and apply part or all of said 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 esta.te 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 dated 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/O/B: June 13, 1951.
Daughter,Christine Hollinger, Seattle, Washington, D/OB:November 28, 1952
Daughter,Elizabeth Dru Miller, Duncannon, Pennsylvania, D/OB: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 inental retardation. She has been diagnosed
with moderate IDD,Intermittent Explosive Disorder, Hypothyroidism, Seasonal allergies,
Irregular Menses,Asthma,Asyrnmetrical breast size and Morbid Obesity. She is unable to live
on her own and must have 24-hour supervision.
15. Elizabeth 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 t11at 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 Eliza.beth 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 daughter, HANNAH R. MILLER,her 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 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 charitable irrevocable trust by consent...(b)consent by
beneficiaries with court approval. -A non charitable irrevocable trust may be modified upon the
consent of a11 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 remainderpersons.
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 1, 1968 together with a Codicil da.ted
November 1, 1975 and the Trust under the will of Christine S. Ritter dated August 19, 1976
together with a codicial directing distribution upon the death of Hannah R. Miller to the Special
Needs Trust for t�e benefit of Elizabeth Dru Miller,.
Respectfully submitted,
illiam A. D can,Esquire
Attorney for Petitioner
� Attorney ID 22080
- 1 Irvine Row, Carlisle,PA 17013
717-249-7780
717-249-7800 FAX
� Billna,duncanhartmanlaw.com
v
� Dated:(�jc�', a? '���o r 3
VERIFiCATION
..,
The undersigned,having read the attached Petition,hereby verifies that the facts set forth
therein are true and correct to the best of his knowledge, information and belief.
This verification is rnade subject to the penalties of 18 PaC.S.section 4904 perteining to
unsworn falsification to authorities.
M&T BANK
G�"
By: . ri Lc.[��` - �!i`�� �i��es iG�¢/��
��
� � �� �
Dated: � �J� o�d 13
a� ��-���3
� ,
4C'i�c�
CATHERINE G.BOSCN
Notary Publ'�c,Sts►te c�N�►Yo�lc
Qualfied in Erie Co�+rtt�i
My Commissior�Expires Nov.30,2��
PETITION FOR REFORMATIOrT OF TRUST
ESTATE 4F WiLSON R.RIT'i'ER : IN THE C�URT OF COMM�N PLEAS
:CUMBERL,AND COUNTY,PEI�iNSYLVA1�iIA
:aRPHANS'CC)URT DIVISION
:ESTATE NO.21-76-128
ESTATE OF CHRIS'TINE�.RITTER : IN THE COURT OF C4MMON PLEAS
: CUMBERLAND CQUNTY,PLNNSYLVANIA
: t)RPHANS'COURT D1V[SION
: ES'CATE NQ.21-87-474
CONSENT TO REFORM�,�,�QN
OF TRUST
_�
To tbe Judges of the Said Court:
I,tht ur�ersigned,being the boncticiary under the Testamentsry Trust established for thc
benefit of Hannah R.Mi�ller undec the Last Wi!!and Testament of Wilson R. Ritter aad wxier the
Last Witi and Testament of Christine S. Ritter,do heroby consent to the reformation of the
aforesaid Trust to autharize distribution of any sl�are to Elizabeth Dru Miller upan the deeth of �
Hannah R.Miile�r into a Spccial IYeeds Trust for the beriefit of Elizabeth D�u Mi11er,and do
specifically consent to any repayment provisions whe�ch may be imposed by virtue of ihe Special
Nceds Tn,st. i :
� ���____.,�.,,/,l.c
Hannah R. Miller
. PET�1'ION FOR REFOR11�iATI(?N 4F TRUST
ESTATE OF WILSOIw R.RiTTER : IN THE COURT OF COMMON PLEAS
:CUMBERLAND COUIVTY,PENNSYLVANIA
: ORPHANS'COURT DIVIS�ON
: ESTATE�VO.Z1-76-1Z8
EST`A1'E OF CHRI51"INE S.RITTER : IN THE C�JIJRT OF EUMMON PLEAS
: CUMBERLIIND C4UNTY,PENNSYLVAIVIA
� : ORPHANS'COURT DIVISION
: ESTATE I�tQ.2)-87-4?4
C�NSE�VT TO REFORM�^
OF T�tUST
To the Judges of the Sai�d Court:
I,the ur�dersigne{d,being a contingent beneficiary under the Testamentary Trust
cstablis►l�d for the benefit of Ha��snah R. Miller und�r the Last Will and Testarnent of Wilson R.
Ritter and under the Last Will and Testarnent of Christine S. Ritter,do hereby consent to the
reformation of t�afore�aid Trust to suthorize distribution of eny�bare to Elizabeth Dru Miller
upon the death of Hann�►h R.Milter into a Special Naeds Trust for the benefit of Elizabeth Dru
M�Iler,and do speeifieally con�tent to any repayment pmvisions which may Ix imposed by virtue
of the Special Needs Tn�st. �
v
Ghri ino S. Holiinger
P�ETITION FOR REFORMATION OF TRUST
ESTATE OF WILSOI�T R RITTER : IN THE COURT OF COMM4N PLEAS
: CUMBERLAND C4UNTY,PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NO.21-?6-128
ESTATE OF CHRIS�T!INE S.RIZ"I'ER : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY,PENNSYLVA1vIA
: ORPHANS' COURT DIVISION
: ESTATE NO.21-8'1-474
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 aforesa.id 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 specificaliy consent to any repayment provisions which may be imposed by virtue
of the Special Needs Trust.
1 or� I�: .
M ght Mongu - �
02/13/2882 16:31 7172498637 ALLFIRST C,ARL MAIN PAGE 04/13
. ' • . • • .
� • � �, WILSON R. RIZ'rER, •of the Sorough vf Ca��islg; •
_ � Cu�aabe��and Cour:ty, 1�c�n�yXv3ni�, being of sou�d mfnd, �armory '
aRd under�t�nding, da make, publish and declaxe this to be my
I�st W��I and xestament, hereby revoking aLl Wil2s, Codicils or
writ�ngs in the nature 't�,ereof by �ae at any tf.rae her�eto�ore
�ade. • � .
u � IT'EM ON�: z direct that alI my jus� debts arid �unerai
expensss be pa�,d as soo�t as conveniently a�y be after my denth,
by my Executor l�ereiaafter named; al�o; ChaC my said �xecutor
sball pay froc� �y estate, all eSCaCe, inherita�es, legacy,
,
' ' succession or t�at�s��r t�xeg (irtclud�ctg any �ntgrest and
. .
, penalties thexeon} impos�d by any do�aestic or foreign laws not�
•,
� or �ereaftar in �orca with respect to all property tax,able' •
, undez sucb laws by reasoa o� my dea�i�, wbother or not suct, -
. . . ,_, -
pxopexty passes und�r Cbis, my Wi11, and wh�ther such taxes be
� .
, payabl� by my estar.e or any recipient of �ny such propsrty,
' these to be p3id as part o� th� expenses of adrainistxaC�on ot`
my escate from my xes��uary estate with no xight or rtitaburse-
� ment from any �recipisnt o� atty 9uch property.
.
� ITEM TWO: I do hereby give sad bequsath th� sum o�
On� �ousaad �$I,000.00� Dollars to my daughter, MA.4Y S. EiMY�N
aad C. MA2�US HAAYEN, he� husb�nd, as tenants by the entiretios
witl� th� x'�ght and incident ot surv�vorship.
' • �TEM THSEE: I do htreby �ive ar�d bequea�b th+a sum•of
� � -
One 1'housand ($�,000.00) DoLlars to my son, •RpBE�x E. RZTTER
and M!}►►RY S. RITTER, his w�i.fe, as terian�s by the ent�reties with
� the right and incidenC of suz'vivorship.
� '.. �TEM FOUR: I do hereby give and bequeath�.the suw aF
��� t�e Tt�ousand ($1,000.00} Dollars to �y son, BAI�D S. RITtER
� wtt�te�t.�vt�c; � . ... � �, as�-�eoa��ts�t�y--��aatirsz�,as
tri►t:so�r�r�r�.
. � . • . . .
02/13/2882 16:31 7172498637 �1LLFIR5�f` C.ARI.. MAIN PAGE 85/13
.-..
.. w�L'!i-�Liia-�.-�i,ght-anc3~-`'3t�L�d'�1��,�a�r�'��p.
. iTk�E gLvE: I do �er�by give and bequeath tho 'sum� v�
:
O:t�t 't'tio�sand C$1,000.OQj DoLls�cs to my daughter, �I�N R.
KILLE� and IiAR�Y MILLER, her busband, as zer�ants bq the -
. �
,� enrirec�,�s wi,th the rf�ht 'and £ncident af survivorsbip.
. . IT�M SIX: I do baxQby giva znd bequQ�th unto thv
. v' ! ; •
v % DAUPHIN DEPOS�T TItiIST CO,�tPANY, F�arrisburg, pennsylvan£a, and it
.
� s�uc��ssors, Ci�e sua� d� �~ifte�n �'ttousand (�15,000.UO) •Da�1�rs,
V IN TRUST, NEVERT�EI,ESS� Cv s�n�gQ, inv�st and refnvsst ti�� sa�E
•� to col,lsct Ct�a iacora� the�efrom� �nd tb pay t�� R!C �nCOm�
r '� / .
� � _ thereFro�o not Iess often th�� qt�xtsx•annu�Zly Co�thosd o� �y
��sters who suzvfve my deatb, �n equal sl�ares, sbar� and shaze
alike; and, �pon tbe dea�h of �ay Iast aister to survive �my
dea�i, tv d�t.vide C.�Q corpus af the said trust �nco a$ many equ�
sba�es as Y have grand�htldr�n (whezhQr� liv�,ng at tt�e tfm� of �
, . .
. suci� division ox t�ot) and to distribut� ot:e sh�txe Co aa�cb
g�audebild, per �t��pes. .
• .
• I1�M SEVEN: I do hereby gi.ve �nd bsqu�ntl� the of
_ ' . • �
Seventy-fiv� Thousand ($75,OOO.OQ) Do�Iars to my wife, �HRI5TYl�
. S. RI�ER, provided she sha1L survfv� ary death, my s�id wi�s,
. .. .
� •• CHRISTINE S. RITxEIt, to have the ri.ght t4 take tHis said
bequast in c�sh or in securities, or partly in cash and pa•rtly
in sacuritiss, said securitfes to be at t�e�r :ppraised v�1u�
as o# ths dAte o� �y death. �n Che event that my said �fe,
CHRISxIKE S. RiT'�ER, sha11 fail tv su�vivs my dv��h, � dixoct
• • ' CfiaC the sa�,d sum o� 5ave�ty-�iva Thous�nd �$75,00�.00� Doll�rs
.
shall be dists•ibuted as pa�� .of my residvary estata a� avC
farth ia lTEM EIGHT of tbis �oy last Will aad' T�staoen�.
ITE� EIGHT: lt1l o� che res�, res�,due and rmoainder of
�"w 011� �y property, wb�Cher reai, personal or m�,xed, and �beresoevar
sxuau�e�r�svi�
' tiswr�so�►r,r�
. ; �
. ' � • � � -
02/13/2882 16:31 7172498637 ALL�TRST C�ARL MAIN PAGE 86/13
. • .. �
. ._. •
. • siCuate, I d4 bereby give, devis�e ar�d bequeatb unCo tht
• D�A�HIN DEP0�5Y� TRUST C�M�ANY, Rarrisburg, Pennsytvania,. and
its �ucces9ors, IN TRt�ST, NEVE�HELESS, Co hoia, �tt�age, iavest
and r�.nvest �h� s��e and to pay Che net �.nca�e thexefrom to
� o�y s��e, CHRISTZNE S. RZTTER, not les� o�Cen than quarttr-annua
' .for ��Ee, aad at h�x deAth, to divide the �vz�pus o� the said
tru�t and any fncocae ther�on not theretoFora di�tribuced into
four (4) equal shares and to d�spase oF sa�o� as faZlow�, to'wit
(�) My,9aid Trustee shal� continue Co bo1d, .
� snanage, inves t and reinves t two sI�res of a�y •
: �
s�id �rust estare .and sha�1 p�ty the income oF ons
s�are thereo� to my daught�r, I�AA'�t S, �1AAY�i,
� not less o£tQn �tban quarre��a�ua�ly, for and �
. , :
• during the terat of her nstura� �,�,L�e, and st�a�l
� • pay �hs income �om th� other sha;� thereo� to
� �y daugbt�r, �tA.�YAK $. MII.�R, no� Iess o�ten
, •� . .
• . . �� ;L-J� than quarter-annua�,�y, for and dt�ciag �he ter� of
�;� ��,� her natvral life; and on the death o� each og said
,
���°�� daugbters, such de�s.lsed ddu ghter�s sh$xe of saf.d
i�:
v �
' trust sha11 ceaae and the corpus there4�, tag�che=
with any tmdfstri�buted incoms rherdfxom sl�al�. be
� distributed ia eqva�, shares �o tha ct�fldren o� such
deceased dgughter, p�r st�rpes.
tb) As to tl�e ���ing sl�xe.� of my ssid
' ts�ust estare, I do hereby g�,vs, dev�st and baque�th
. one shax� t.harato to my son, R�08ERT E. RxTI'�R, per •
stirpe9, �nd t�e ot�er share thereoF Ca ovy soa,
' BAIY� S. RI�R, per�9CirpeS. •
• ITEM NIN�: Z do bereby noaina Ce, �ons ti Cuta arid appoint
cw�r or�a�s .
�;
3auc.�t�L�vtN Cbe �AUPHYN DEPOSxT TRtJSfi COMpANY, I��risburg, pana�ylvaa��,
s,s�ru�.w►.
. . • . .
• • � : � ..
02/13/2802 16:31 7172498637 ALLFIRST C.ARL MAIN PAGE 87/13
r
. . '
' • �o be the �u�rdian of th� Bstats� o� any coi�or beneF3ciar�es
oF tt�is, roy Lasr W�LI1 and Tgstamont or any trust created �,ere.by,
. .
r .
. . witb �it1l powe� in tbe saa.d Guardian co apply �,ncame ar�d such .
. • �moun�a af princ3p�l as the safd Guardian �z� it� discretion
shal�. deem appropr�aCe for the �ainter�ance, adu��tioa aad
:�elfare of mny minox bQUeFiciary.
I'L'E�[ TE�i: Y do h�reby direct Chat the D14tJpHI,y DEFOS�T
TRUST'C�IPANY, I�arrisburg, paRn�ylvznia, sh$11, in its
capacit�.es �s xYustee �nd Guardian uader the prov�aians o� th�s,
. my tast WYll s�nd��e�taraent, invest any funds �d�oin�ster�d by it
. in any af sa�d capac�t:tes inso�ar as is poss�b�� iR'sbarQ� o�
. , ,
mutuaX �urids�whfch gre frse or exempe £ra�a the Pennaylvania
��
personal prope�rty tax�. Several funde o� �his type at thia time,
and �, suggest tl��se only by w�y oi' i�,lusrxat3,on, ara aecatur
� .
• Iacoma Fwnd, Delaware �d, perin Squ�re Muz�al Fund, Wellia�ton
.
�d �,d W�dsor Fund.�Al� d�v�,d�d8 �`xo� inve�tm�ts �n mutual
,
�`t�ads� irre�pect�,va as. to wbetber such d3.videz�ds sbs1l be
.
, classffied as r�gu1$� d�vidends ax aapital ga��s dividenda,
st�a�l be cdns�dered as i.ncome and pafd not lsss o�tsn Ctia�
_ �varter�.y to th� isenefiCia�-f.es enti�Ied thereto_
ZTEM ELEVEN: Zn the event tl�at my w�ge, C�iRxS7xH� S.
RITTER, sEza�� pred�cease m� ar shall die ��,c�ultaneously witb
me as the rtsutt o� a �o�on accid�nt or disaster, or• otherwise,
under such c�rcuostances as to render it doubtftil whetE�er my
�rife or l died first, it sha1� be co�alusivQly presueosd for
� purposes of th�s my Isst Will amd �eataa�e�t and o�` the dispcs�t� •
of property d�pandenr upon my daath, Chat my wiFe has surv�ved
.
. , me, and my �stata shall be adaofaistered ax�d dists�i.butQd
' . accordingly. . . , � ��:
. '
� '�"'°7'7°' ITEM' '1'uELV�: My Executor hereina�tex named, fox tba
aues.�e a tsv�x . .
. cs+�vnr,r�. �
� . - 4 -
82l13/2802 16:31 7172498637 ALLFIRST C,ARL MAIN PAGE 08/13
� ,purpase of adminisres~ing my estaCe, a�d, w�txe app�,�,c�etble, my
.
Gva�dian hereinabove aamed, for che purpose of administeriag
• • .
th� estates o� any minor beneficiarie�, and tl�e Zxusr��
, , .
hereiuiabave naWed ag Che rrusts berei�creatad, �ar the purpos
,
of ad�aistration o� tbe said 'trus ts�and their ulCimate
• dist��,bution �n accordancs witb the te�s thereof, Shal�, in
. addiCion tv tbe speaific po�ers her�in granted and �i,ct addition
.
• �Iso to and nor in ].imitat�on eg any auCho�'ity given th� by
,
• �$�, bur sub j ec� to and Iicoited by any expr�ss d�i.xsccions to
�he cortrary �exe�nabove set f�rtb, Y�ava tbe right a�d auChori
to ex�xcise any or at1 0� the ,�vllowing pow�rs, Co w3.t:
� � (a) Ta retain, in their absoluca discrttion
. � ,
' and for su�h perfod o� pex�tods as shaL�, s��
.'!
• � �� advisab�e ta tb am�,. all ar any part of the proparty
.. owned by � a� Che�t�:m� of wy deaCb.
.
(b) To ina�c and rainvest cbe funds of my
. � estaca �i propr.�cy of any kind, �ea1� persoaal,
� mixed or chos�s in aation, f�►-respecriv,� of any
• . ,
s t�tute, case, �cu],Q or cus toaa limit�,ng tbe i�avestm+ent
� of es�aCa or Crust furids, ar�d ixxespecCiv� o� wh�rher
. such f.nvestmencs sna�,l be deemed 1Qga1 invest�nts.
� � ' (e) To contihue �nd Co oper�tQ any. business
or fntere�t Chere�,n Z may awn at the ��i.me o� my
death for such t3.o:e as they sba11 deam advisabla;
� to engage in atty oChar business; Co becdme or
re�in $ partner, general or spccial� in any
• busin�ss; to incorporat• any sucb bus�.ness �ad ,
� bold Che stock �h�reof a� an investment;
' and to provide �apita� tvr and employ ageats
. .
, ro manags and operat� such busiress �it�iouC
f.i►�►0� .
�RUCLER�L8Y11+1 •
ssar�ss�owx.r�. � 5 •
82/13/2882 16:31 7172498637 ALLFIRST CARL_ MAIN PAGE 89/13
. . .
. • I����ity fo; the accs af an�► such agent or fox
, artq Ioss, liabil�ty or indebtedc�es$ resultfr�g from
Cbt ope;at�ori t�terenf i� the aia�uge�ent is selectad
witl� r8asonabie care:
Ca� To sel� at pub�fc or prfvats sale� �xc�ar�gQ,
. �artgage, le�se aad othexwise managQ $�d daax wiCh
• p�rsoRaZ property �nd real astate and rights beZas�
� and above its surfaca. �
.
, Ce� Ta exe;cise aII righ�s as tbe owner of
, _ CarppraC� sect�t�es, inc�,udiog smong oth�rs� ,the�
:
r�.ght to vota by praxY, paxt�cipat� i� r�otganizat�,on�
�d vo�in$ trusts, and ho�.d stock � t�air own name
� o r �n tH� name o� a nomi.re e, wi th or wi t�iout •
, ,
d�s�tosing .�tae f�dttcizzy re�at�onsh,�,p.
• � Cf)� � To ca�r out tbe ter�s o# �ny agreement
.
. I may have �ntered �nto to se�,l a�I or ariy paxt
. ,
.
` . o� �y prQperty or any �:nt�reat� = may os+ri in any
.
' bt���a�s� at the time oi= my d�ath, -
� ;�� �
' C$) To box'row woney and ,�ortgage ox ��,edg� th�
' P�P$=ty o� �oy estate as secus-�ty th�reFor; to
;
advance monty for the protscrfon o� my estate, tt,o
trusC est;ates and tb$ esta�ss c�g any minor becs�fi�f$�-y,
and secure such advanCe� by a Iien on tbQ pro�Qrty
o�` �y estat: and to +�dvatri�e i�come to b�nel�i�iar�Les
�nd sec�e such advan�4* by $ I�en�on the �uture
. � b�neF��� of such ber�sficiar�es. .
.
(�t) �o make a�lotments and distr�.but3�an in kind.
' Ci) �o �ompxvcoisa and arbitr;te c2aims in lavor
of or against my e�ta�e or any trusC.
. �aw p�
Rur���ytN . (,j� To detert,o�ne, .in Chei� ►s�ote disczer�tot�, what
�,t/L . j+
i .
� ' � - 6 - :
� � ,
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82/13/2802 16:31 7172498637 ALLFIRST C.ARL MAIN PAGE 18/13
. •' � .
.
is �ncome�or co�r�us o�' my es�a�e and co apport�on
.
and allocate aIl �ece�pts, cxsdits, diabursements,
expeASS� and chaxges to incQ�e ox coxpus as �hey
� sha1�, deem pzopex, and excepr insof�er as they shaZl
.
�xerc�,s� such discret�on; zaatters rel�ttiag to the
. r�ghCs of benefi.ciaris� among themseives as to
corpus and iacoa�e sha��, be gaverned by ru1e� o�
I�W appl�.cable' fzom cia�e to ti.me.
; (k) To deduct �roc� tha incoan� o� my es ta te,
the �xust estator and Che e9tgte vf $t�y minvr ,
,, .. benefic�ary a rese�-ya For dep�eciatian oF �y �
deprecfabie asseti and to autborize �be iaaoma
benef�cia;y t�reo� tfl take such deductioa ox to .
• ' ,
• apportion incoWe be�Q�iciary iA suah mastaer a9
��.
t�ey sball deea��ope�. •
t�.) To execute aad del�ve; any �rittes:
:
. .
�sstrumeats which they may deem.'advf�abls to carry
avr apy gawer, du�y or discrstion granCed ta them,
• and a11. per�ons st�al� be fully protecCed iu re�yiag .
' ' • upon chef.r poa►�r to execute every such in�tswme�t
and n4 ono sha11 be ablig�ted to ses Co �tt�e app�,ica�ion
by th�a of any rooney or property rece3�ved by tt�ea�
pursuatiC to tbe sxecuCioa $rid delivexy o� aay au�ti
ins trv�aen t.
•C�� �Wh�evex chey shall have thQ right to �
. elect �,ttleth�C atty �,tem o� �xpense COnn�cCed with
.
tbe adm;tnistratioa of my est$te, the crusC esrat�
. or ��h� estat� vg any minor bene�iciaiy. 5h�11 be
claimed as a deducr�o� �or incow� Cax purpvse9, to
`��°"'� exaraise sucb righC o� �lection fn such ma:tr�er as
:avca.�e� r�v=r� .
. c�a�nstwM,r�. •
. . - � _ � � � .
02!13/2802 16:31 7172498637 ALLFIRST C�IRL MAIN PA(aE 11/13
� . they �y in tbeir absolute dfscrec�on detexmint
to•be advisabXe, even though Che manne� in whic�
.
' sueh e1�cC�,oA f.s exercis�d m�ty res�lt in an
advarttag� or disadvancage Co �ny b�neEic,iary as
�, .
�ompaxed w�,th any��otb�sr ber�e�iciarq.
' {a) Wheneve; Xequf,z�d to make a distxibut�or�
.
,.
or transfex of a�,X ar a p�rt of th• ass�ts of my
�stati�, Ci�ust es�ate9 or tbe e�C�te af any minor
. bene�f�isry ta r�ta.in therQfroa asaets su.E�ic�eat
• in their.jud�ent to cover any liabiZicy whicl� . •
.. may thsn or 1$te� be impased upvn them, incxudfng
. .
• but noC �limited ta thQ�r liability for estate, � �
inheritance, incoa�e or other taxes, untiZ such
�.�,abili'ty �ghg�� t�ave ba� fin�slly determin�ed.
to� A11 powQrs, dur�t�s arsd d�scret�,o�nary
. . � �
�uthority granted to tbe Fxecutor, Che �rustees
and the Gua�di.an rnay be exe�rc�sed by thsm wi�bout
- � posting any bortd, without obta�,ning $ny ordex frc�m
ox the approval �� any caurt, and withou� any �ozf cs
, to o� con�ant o� anyone� The Executor, ths xs'usCees
� and the GuardiaQ aze not to be ansWerable for any .
. loss t�at does no� occur t�rough Cheir own de�ault
or negli�+ence.
(p) To j oi=t r�x th my t��e �.n £i lirtg any i.ncome
tax xeturn �or •�Ay y�ar �ox whf ch such ,j oindax is
permittgd by law ausd Co pay a�I or sucb ratab��
sl�are of any C3xeg tiherean as they sha11 deem prop�r,'
and to consenc .to any g,ifts made by �y ��e duriag
� - �y lifetime as baving baen �made one-baLf by �a �or
the pu�pose o� dny gigt tax iaw, and the exorciss
L...o.:+aa .
tRUGLSit�t.EViN �
of such authority shal� be gingl and Cortclusive and
�priss�o•ht,s�.
.. $ — ..
82/13/2882 16:31 7172498637 ALLFIRST CARL_ MAIN PA(�'E 12/13
• • aoC sub3 eat ro�quest�.on by any pe�soa. . .
. . - .
' . ITII�I �� ,,I�I'EE_N: I do hexeby nomi�aCe, constiCute �nd
�aPpoinC my's4n, ROBE�T �'. BITxER, ro be ehe Executar of tb.ts, .
.
� my I,ast t�il� a�td Testa�ertt. In' tbe ev�nt tbac �oy said son,
. •
• . ROBEAT E. �7`?ER, slulj �ail to surv�ve my death, o�, having •.
: su�vived my de�th, sh�11.faix to surviv� the ac3no�nistratioc� a�
� .
.my e�tate, or sbou�,d.be or becoras IQg$Ily fncvmpetettt a�ther
pr�tor to cr �during t.he admin3„s�xaCion of my estate, o� ahould b�
; , .
or bocome �nable to serve for anp other reason whatsoover, Chen
I do t�ereby no�inate, cons t��ta �nd appo�,t�t Cb� DAUpH�.t�i p$pp,g='
,
;,.�RUST COI+�ANY, Aarr�sburg, Penr�sylvania, and its succasso�s to
'be �be su�cessor �xecutor o�' Chia my La:t i�fl�.'and Tesr.a�snt,
�witb a�� o� the powers bere�.aab�ve g�ven as w�al� as w�tth a�� . .
� � .
:pa�ers given by �.aat,•sub j ec� onlp.to ths 1��tat�ons �e�einabov�
' � express�y set fort�. �— •
� W��tESS WHERE+O�', x havs h�ar�unto sat my 1��ad �usd
� , affixed my seaZ to th#,s ay i,ast W�.11,arid Teatameat, caasfstim�
. .
of a3.ae (9} doublQ-�paced t�rpewr�tzEn pages, t�ia �=•ciay or
•. . .
'/f � '
�- .:f-�� �' , 1968: ,
� .
• ' �
.
• '/'-,
, • ,.. �,•,
, .
. ', '. ,. . /•�.�(S�AL)
• w r�•'+.., . ! � ..
. �
r
. �
� , Signed, sealed, publ�,st��d and dsclared by the abov►e-name
.
WIL30� R. RzT7'ER, as and for h�s Iast Wi11 and Testamant in tba
' pre�ence of us aho I�ave hexQunto subs�ribed our na�es, dt his
request, �s wit.nesse.s thtr�to �,n the preseace of the said
� Testa�tor and o� eacb otbe�. ,
. . -.
.
. ` ' /
. ,
. •c.c. :- � .
. J
.
4w O�n�t • ' � • . ' � •
3�ttTGt�!LEVIDi . � _ �� ..
Ls+rp�0+�►M,r�. .-.' � , ' . , .
. . • • •
. . . . - 9 - . ,
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82!13/2882 16:31 7172498637 ALLFIRST CARI_ MAIN PA(�E 13/13
• . , _ .
CODICIL - � ' .
" � , .
_. �IX.SO�T R. RZTTER, og r.lze Borouqh o� Carlisle, -
�����a�d Coun�y• pennsylvania, d�clar• thia to b� the ao�a codicil
tc my Last S�ill da�ed august 1, 1968. • - ' . �
tTEM I. I d�zect that �,��a Four of my W�Z� shall re�d as
fo�iowa=
" I do hsreby q�,ve a nd beques th the sum og One
Thou�ancl �$�,,OOO.00y Dollars �o cny sae, ,BARID 3_ RYTTER."
zT�M =I. � dirset tha� in =tem Six of my will, tlse s�id sum
sha 11 ba reducecl to $10,000.00. •
.
' �THM =__- = clfxect that in �tem Eigl�t (aj of m�y W�11,
the sb�re to be held ia trust for �N�� R. MZL�g shall bo re-
ducod by $15,000.00 ia ccnaideratifla of advancemen� mado to ��r
ia m;y ].iietime. • -
�TEM ZV. In ail atber re pect, I bereby ratii�y, e�on�izm aqd
.
' =opub�,ivh my Last W��1 dated Auqust �. �968, togother wf th t�.h�,�
'sa�s Cod�cxl a� and for my last W�.lI.
• YDt WZTN�SS Sit�EREOF, z hav� hereunto se� my hand aad�seaZ
. � ; . , .
`his :'-r d�y of /���.��.r . �,975. "' .
. .
•1,�_r (�;;,�.rt...
',• �,,;,,.�� � {S EA.Ly
S;q�Qd, sealed, published� aad declar4d
' oa the dat� th�xeof b� th+� above �amaa
�i�so� D_ �t��tor a� and io� the �ole
.. cadfcil to' his l.ast• xill dated Auqu�t 1,
�968, fa the presence o!' ua who at his
requ�st and fn h�s prasenc• a�d in the
pres�nae o� each other, have subseribtd
cur aames as wi�nesses t�oreto.
. C,,� �
, ~' • =-+-•r�r.► :;�- �s .,t./.!' .
. � .
. � �
7 • • •
�� ' / � .
• � � . •
• /� �.i I ♦ � i�►�
� � .
�
04111/2005 15:13 717243180? MDWO PAGE 07l18
:•
� � �,Jl S? V 1 LL /�ND TE S7111',ENT
� I� CHRI5TII�E S. RI7'Y'�1t� of ths t�aro�h of C•rltsle. �
' Curaberland Cbunty, fennaylvania, br3e�, af sov�d and disposi��
mind, tae�oory aod unQcrstendln�, dp a,ske, publish and dec�are
tbie Ro be dy I.�:t i�ixl ahd ?esta�ent� l�rseby rrvakin� •1] �
L•�ils, Codicfls� ar �-riti�gs in the naturc th�rtof by me at
• � aay ti�e her�tofare aade. ' .
. ITEK Ol�'E: I dizect that al.l my debts and �'un�ral exptnses
br paid as soan as tdriVCtfitflCl) �ay be afcer �+y dratt�, by mj;
, Fxrcator hereinaftcr namtd; •]:o, that �y �xecutor shsll ps�
iiom �y estate. all estats�. inb�rita�nce, 7egacy. *urces6Son
' � oz transler taxe� �in�i„di�� a�,y anterest and per,alti�cs tha:�on)
� '.. imposed by aey domrstie or farei�n 18�ra no�. or hsrtatter ir
� � £aree �+itt� r�spaet to aII ptoperty takablt under s�c� Ia�es
� by season of my dest6� wbethez �r not �vrh prep�rty passes
� • undeY thfs, my Wi2�, and vhethsr ac�ch t��es be payable by m�
estate or any recipieni of any svch praprYty. thcsr to br paid
. . as part Qf th4 expenses �f admi�nistrat��» ot �y tstste frao
. my r4sxdu�ry estate ait1� �o right oz rei�bursement fYOm any
secipS�ent of a ny cuch pzopertT. � • ,
� � I�'E�'t T'�0= I do hcreby sive and bequ��th vn[o tb� Dauphin
Depasft �ust Campany, H�rr�sb�rg, Pennsylv�nio, IK ?MtUS?; •
NEVERTHs.��SS� the �um of �eo. T'nous�nd f$2,000.00) Dollars to
' inv�rt an� reim�est th: same snd t� pay tbe inco�r these�x�
, a�,�ually as ar. s�.-ard to be knvLm as the "RoGks Haayen Ke�arfal
• A�sard" to th�t boy aX tfs] vha shell havt attonded Ca=13E7.e
Hf�h 5chaol, fos $t lee6t faur semvstors and vtsb shall, i� tbe
� ju�g��nt of th• ehfe� �de�inisrrator of the Hf�h 5chool, have �
� i
tor che period of said foux semesttrs come closeat r� meetin� '
..
� y���r1! •� t/.�i�t• �• '�~`
r.�aw�ra��i�I►�a '
• 115L1Ti� � S�tlZ I
. �
P�ge Qn� .
.:.. �
.: '
04�11I2005 15:13 71724318�7 MDWD PAGE 08I10
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..
the sziteri� for t�e r�srd �s 1�rzeir►.itet se� taxtl�: '1Z+; +�*�i=d
may be �srd tow��� expsnse� in an� colleg�. b�sine:s sc�►da�,
�s�de sc�+aol os �riy �t1�er po►ct•t►igh schobl •cadran;c,. vocsticrial,
����,n;c�1, or craifiinE fn�titvtion derasc� b7 ��+� ch3ei �ds�init� !
trator of ch� G�YI�s1e K�g�► SchQOI to be sepvt�ble in !ti �3��a• �
1� The cYit�ria to wl�itb xeferencs is hr:ei�a�vr msde
ar� �� foilo�+�..ta ait: . •
Ea) Tt�e recipien� s'hal'I �ave dr�r.c�r�strated drtenoin:tion .
• . . to tortinue studr sfter hi�� srhp�� $rad��tiar.
{b� Tl�e rfeip3cnt �ust �ave a det3�ite,need for
� . - � � fir�neial assf stanrt in aTa�= t� furtl�es �►3s or
� ltsr posL-high 3cr►ool educstio�.� , .
(t3 Tt�e seci�ient 6ha1] t�sve dt�orstYatra good citizen-
� ship qualiti�: .vhile in� l�igh �t�+pOl,�� �
�TB� THREE-' I give vnto my gxerd8av�htsr,� ?'uY B-. k10�CUE,
, -� as T��tee, tbe sam of T�•enty-fi�r� �'t�o�sic+d (5,25,ODb.4b)�
Dollars, o� fi�tee� (YS�) per cet►t af IDT grass t:xab�e tst�ce.
. vhichev�s' sfiall be 3.ess� sucl� sum to be �tYd in trvat by tl��
• said MAY 8. MdNGt1E,for the s�pport� wsint,erance and �eI1-bein�,
• tpgether viLh anp sc�oa�in�, or ceeondgrr educatio� o� �m�t otbeY
� + bYSnddaugl�ttY, ELIZIIBETH ARU MIL�.FR. 'F'hr P►izPos• oi tl�is trvsL
. ;� tt,at if mp ?rvs=et shsll determfne ELIZAE�'t'H DRU KI�.L�
ta be se�i�d�Pen�ent� t�►is tr�sss s�all remsin ir cfisct ur+til
' t1,e desth of EL7T.�►bETEi D�RL= HILL1:lll az untfl t?�e sa�s st+all bt i
� f�lly cor►sume$• I� EL�2f►SET�i tiitU r=xLLfR shali rot b� ce�i-
dependent. �t1�s� tbi.s tr�st �hsll be us�d for hex ��ntena�,ce �
ar►d �or 1�er srcond�ry educetian. Upon ths deat'h d� �LY�� �
� DRt'• MILLFT► duzi.�g ��►e tern� af t'h� trvst, ar Xf t?�is trsst !
. . . �
" — t •�= '
. r: . -- � . � . ; i
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� • Z �L171t . iLLtT
v w+�c. • '
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a4l11�2�e5 15:13 7172431807 MDWO PAGE 09l10
. .� -
rhall i�il !or the rtsson o! ELIZ�►DE?� ARU l�II�.LER �ot b�Sn�
semi-deprndrnt, a= shs11 fai] �n the rvrn! she dar� nat pu,rsu�r
� • �etandazy cdvc�t3ae. t1►rn 1 dirrct th�t the :�sidue'af the �
corpus of tf�e tru=t •t t6� tiesr EL1ZJi8ETH DRU HILLF.R ihsl] �
itt�in the •ge of twe�tY-five C2S} year6 ��++11' p+�sf ur►dtr tt�c �
re:id�saz� provioio�s of c�►is M�► L�st �iil]� �nd 7est•a�e�t.
� 6pe�l�i�tOl�y �vrhor'S;e �yy 'nustse to invede tl�e prircipa]
�dr tl�e purpo5t of this trust ir ch� �ev•nt tbe aacae shsll be
requ�rtd i� ih� sole discrecion of my �rL;tee 6�. designa;ed
• , u�der this �tea�. 1 f�rther naminace and appoint Da►U�'NIK p.PQ�1T
TRUST Cd�:P�t'�X, I�arrisburg, Pennsylvan�a, a� A suctessnr Trastre �
. � �ax, thf s trusL. . •
. - 7TEr FOtdt� A1� ttie rest, Yesidue and remai�nder of �y
property, whett►er rest� ,persan�l or �aixed� and vt►treaoever
. , 6ituate, 1 �,ive, ��vise and bequeatb in the foll�ric� �nne::
• � � (a� I �d3rect that one-feurtt� (1/4) cher�of shs11 be p�id
by r�} Exrcatar unto �q son. &�XRD S. RITTER, absol�+trl�.
� (b) X dir�et thst vae-foLtrth (1l4� thet'�of st+s�� bt psid '
by �y Exetutos wnto my.son, RtJiBERT E. ltiTT�R; absolutel�.
(c) 1 give, devise and bequrpth tha Y�d1��.n�C1� bn!-hs�� �1/Z)
, .
� a� my said estate unt0 LulXFK3N Ufp�SIT TRUST GCY.F�l�'Y. H�:risbus�� '
Penasylvania, and �ts svsc�ssor6� IN TRUST, N£V�RZ?1EL�S5, td
ho3d, �nage..inv�st ane rcinvest th�e s�mc and to pay thE net
. incom! therr�r�, a� f+o.11o�cs: one-half Chereof� not les� tb�n
. qcsarter annually. far sn� dvx�� the term of t�cr nat�ua: life.� �
. ta m} daughter, ?�AY A., 1�hAY��, �ra my s*id 1`rustre shail pav �
� the i►rcome from thr otb�x ��.a:� thexeaf ur►to my dsughter, �
. • �
� IiAA^vkH �t. HILLER, fur 9nd during tME t�rm o� her nat�r:? ]ite. �
On t�e death of eich of m� ¢a:d daughtera, 'thea.r said stitze a� �
" m� tr�st �ha31 cease as�d .the corp�s thes��f, xogetber ti_cb an� ,
_ �
1'K"d': �
Mr��f�►��tiLJNt� • •*' � . ~' .
. . .� .. . . . . . . j
� riseinF , �tc+er ,
, , �
Page ?'hrer �
. � . . . 1
_ _ _ _ _ --
04f 11/'10�15 15:13 �1724318a7 MDWO PAC� 10I18
,�- � . .
�e�distYibvte� inco� t�erefram shsll bs di�cribvted ia t4�i� ,
s�rr= �o ttu childre� Qf :uch dcresse� dsu6�►teY� peY st�=pe�•
l.j.�� Fly�� �a the �v��t anY fntrrest in �► �it�te aball
� be dar end PaY$�1e tO •ny minot beneficiarX, tl�en I no�in�ts.
constitute and aPP�iat I�UP�111► U�PRSII TRuS7 CQ''iPAI�Y, AarYisbwr�
Pennsyl�osti�r� es G�rdian af ths estate oE ��Y i��� mino=
benrf�ci�ry, vft� fu11 po�rer �n saSd C�grd3an to ap�ly the
- comc and so �+�ch o� the principal ss said Gaordfan �n Stc
�n
d3scretias� st�al� de�eID appropriate, f+� the �f�trnsnce�
educatior► s�nd vr]�fare of an� minr�r beneficiazy. . -
� 5IX- 1 f,stRher authdzaze and empvweY my �ustee i�
1TElS
� administ�ring the tt'us= fas l�•41t3 ft. HAAYE�+ a»d'i�►r!�AH R. f:�L1.ER,
�. 3 f f t shall deter�ine in st.s sole dYStSetf ORS that� s�e �Pillt'
� maincea�at�ce a�d velfa=e of eithe= of � 5��� d��ghteY� sh
be pro�oted t��reb7, t�'i��►��de the pr�nciFbl °f said trust
� a�d app1Y Part ar �1] of sa�f d printipvl far suc� puTP��cf.
�TEM. S�yE1�'s' I bEreb�t naoinate� constit�te and appv3nt
�y sor, ROBERT E. RIT=EAs to be tfi� £xecuto= of thi6 �' �st
- � Will and 7e$ta��rt. hand pad teii
. iH �'11�vE$S �R£0�. 1 have l�ereunt o �et � ' ; .
`i, � � Y976.
' ' this I 9 dsy.of e.t�t j+-s�
J �. .� . ,`�`T•.($E11I,).
. ` r• '- . ,• - �
� - satine S. icteY
S1Gh'ED SF.kLEA, PU8�1$1'sD a�d D�CL�►RED by the abov�-npmed
7estatri� as dnd for 1��r L�st L►3a1 �nd Testacsent. in�the
i
. Presence vi vs. u�+o a= ber Yeqve�t bavr b�revnta s�bsczibed '
n,s:aea ss �•�tnesses Lhertto, in =he prese��e o� said �
our �� t
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Tr�Lstrix and of �ach othes. . , � ' e
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�a � I K.ERE3� RATIF�, canf�i rtr� �r,ci apf�rc�ve my lg�t wf.11 a»d te�t�ur.�nt
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'4� r�f th� thes� nQdx���a#�.an�� �
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�� ' trLste�, �d �t� ?,'e� s�cG��sar, ��s hera3 n��'ter ��ovided, tl�e• s�ua
�.:,
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? '' a�' �2�,00�, C tM�er�ty�.�'iv� �r�ou��ncl� dallarsy �ittltr- ir� cas�, or. in
� �` '�he d��cretibn a� tr,� ex�cutors and ��•u�te�s partl� �n c�s?, ar:t3 t�e
�,... , _
� ; the bal�»�e in ma�lt�t���,� securi t�i eQ ow�,�ec� by �.� at the #.�u.�t af u�y
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� de�th, �a �r� '���:e�t �t �th� v�.1.u�� t���e��' as� �'f n�Y�r _ deter��r��d� .:rir
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, , �ederal •e�t81.8 t�x �u�r�ase�. irt tr�u�t r�+ev�rth�le�ia, t�a �hc+�,d,�a�na,�t,-
� . � • � , .
� �� �inv�g.t, ea:d r�-�n����t� t�,e ��e and di��c��e ther�a.� and the f�nCOr.:�
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ther�i'ror.� f�� trie fo��,owir�� us�� as•id p�r�o$cs: , ,
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� •�. TQ �a� �a,Y �rand-dau�ht�x�, ELI�A�ETH �L� �:��L�R. �o �u+��t'
ts� - . .
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�", � oi" the` riet` �r�cvme �s �t� �he tx�����e's $t�l�� df a�r+�tion t�ie tru�te�
r�, .
� �
$;' :d�$�,s x�ec����r ` ��' � .
, � proper �"or hex� re��oriab..e �.i'v�;n�- lx�Ch��S: Ct���
� < • . • •
�or�, ���ri�+�ac��ic�� �n� ��.�+���� r���tar�. � ��+ trv��e�►, in e�cercisin��
` t�►�:s �f���+��f o�: ���1�, har:����►� t�k� Y:,tc� cc�n�i c9��^at��n a.3.1 as$+�'L�
��y • _
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; ,. c�r►rie� byr ����?�`�i ��L* �:il�£� �n� �� in�cQ�ue reaeived. rro�n ar��� : .
� �
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' ` oth��r` �taur�� �� �•�3 rh �� �ru�ta+� .�a� h�►r�+� knowXad�e. rt fs �y
deaf re f.ha M ��,t C�rl i���""�'"��G!':�'�t �,�ov:�r �*ivan to ��r trus�tte t•� l i't+�r�,��;�,
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,� ccn�t��ued. �i.*��r n�t �r,���r,� r,vt� �€� r�qu�r�rd �h�:tl b►� �rcwm��l�t�� �r+�
_i, .
� �c�+�ed to ta�e �•r��•c��Ie t�i' th� tr�t �ro� ti�� �fl 't�:.�.
. _ :
u«_� �:__ _�_
_. .__�`: ___�_��-��e__�a��*�r,�t�__f'r�r .tn3.�,_. t����t _.t+6 x=�;#��.__�:�� �����=��_����.,.�_ _
', ` }�.I��'���`"; �:� I�.xL���:�. i� entf����, trc��e ther x•i i►n her f ncor�e l�t•��t�
o�:tsi.o� �c►urces o#' �hiah the �rustee raR �r,owle��e, s}j�li �E 3�n�u�''-
�c�er�t f ri ts.E d��cr���on c; the tru�tee to �Frcvf de� for :�er �
. � . F�e 1 d* �
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r-ea�onahle suP�ort� care a»d comfort� �trien the trullstee R,ay �ay
to or brply 1'or hex benef3 t sa mu�h of t��e� pr�rrc�pl e ss the
tru�'lee m�v deea, I,Y-o}�er anc� necessary �'or� that� purFo�e. �
�. DurYn�► illnes�� n►xriority� or inc�pacity af sg�c3 �'LI7.A�ET=:
TiR� IY,ILL:.P.��r,�• �trust�e �s h�x���y' expressly �Lthcrf zed ta� n�ske any
paynr,e�ts ave or c�u�rio?^i��d hE+x`�w�ld�r' to� her �duly consti tut�d
�u�.r�:i�n or cor..�Xttee�� ox to sUCh ather �,�ersar. or p�t•sc►ns as in
the �ole o�scr�t��t� o� t:�� tru��tee nay be applied by such ��rson.
t,r �er�an� �o the sup��r�� n�air:�en�nce, ��r� �!:a ��n�ral w�lfare
of �:.��.nbElh DRU �ti�Li£Pr ar, i f the truste� de��u best� ta �hersel f
��vly s��c�� p���m4nts +airectly to t'�er support. rn�.i»t�n�nce, Gare and
�en�r�il wel f'�xe wi thout being� r�guixed undez-� a.n� cirCur.;$�ax�ces to
�ccaant th�re�'or to dny �ou,rt.
4. � oa sFe�i fi call y �r.i�ow�r m�► sa�.d �rustee ta ut�,�.i zQ � s2i d
� fur.as as she shall se� tit in pur�-ue�n� the pur�o�e� o#' �a�d
txus�. �� i� ny ,i.nter�txcn hereb�r ta �x�� �r� m��tr�s�.Ee, full �nd
�;bsolute pov:�r �,o hol�, �rax�a�e, invest and ��stribute sa�d i u•r1�s,
�►nd ar�y and �1.� Fav��r� r�eces�2rv a.�C �a»venY�t�t �ar tr�at pwr�ose,
v:•ret}ipx� s;�Cr� �,ati:�rs are }.��F�.r_�€f�r� st�ec�fi������r �et �arth or'not,
�re h�ret.v ����� to rl�r,
� �. T�: s t.r•.��� i�: �a cc�::i.inv� k:t=' ��., t:--F e�4ir� ca►���� a�
�,�.i� �rt��t.. }�s b�F.n �tsli2Ed, �r� �b} tr�► r�m�t� a�' E=•1Lr.�'E��I �?�
� �'+1.T�� �r;�: �c �',e carr��.c�E �x}�us��orl �= ►},e trusi. corpus. or
.�_� r ,•
. {cy sucY, �, tj�r►� �� �t�p �,rustEe in her �:•:.e �2scret�on �E�E:n�r.E:
tr.�t the #.rust ia no �.ar�Er nFCessar�► "c•r �tr,e su���ox't, Cd�tfort�
r�:,i:�tP.nar.cc ��:��` �s�e�al v:e�fare �o#' E�IZA?�'Th LR'J 1.:II��R, ta�in�
irlto ct�nsic��r�t�.�r.� �'� 2csets awne� L;,: �e: �r:d �v'.= �:_•.��r=� receivE�
Fa�e 1 af �
04/11/2�05 15:13 7172431807 MDWO PAGE @5I10
., .
_ • .
�y h�r fro�r an;► ot�er fioux�ce l�.nown t� the trustee �the �tt��n:r�ent
o� t�� a�:� o�` rud�cri��► or� tne marri�,;�c r " �LIZI�BETri �R�� h:I�,LE.�
s'�all �� suf�'ic3 e.�# c�use for such a det�rr�.�n$tion by the tru��ee,
� but n���.��er act s'�2XY nec�ssi�.ate such a ds�exz:.�:�a�tion rc�: i�s
e�the� ac# ne�essarv �'or �•ac� Q det�rn�in�,tion). .
.� 6. In the �v�nt th�t an�r c� t?�e �onc3i t3 Qns o#`.p�ra�rapM s .
a�cti•e orc�a� #:�e.� �h�� -`�us t srl�,�,Y cease s��d terr�i:�a�e. � t1�on
t�:.�:�n�txon o�' i'ae trust �th� ent�r� b�d�,c:� u�' ±'�e caxt.us, ,�f a�y,
tr,e:� re;-a�!:ir,� in �r,e ��,�,ds a�` t'��� tru��ee sl�r�� �'or�thwi t1:� �e ��i ci ,
over ta �.�..';*:x'r' B. �:il•LE�, if' sh� ��=�.�vir:� �t t?��e txme...o�' terirai�i� .
��io.�. Ii' J�.'�I�;A,]i P.. 1�;ILLEF i� not �live at t;1e tir..� or ter�r�in$-
tics^., ther. t�e entire t�alance of �t:�� cor,pus! if ar:y: �"Cr��iriln� .
.
in the har:ds of t'si� trustee sh�,l�. forthY:i th b� d�stribu��c and
raf� ovex� �n equ,�l sl'.areE to tl�e c�ildr�n a� }iA�;1�A� �. T�xL��F��
� � ,
I+�1ti.���Bh�G:�T i�iC:�I�UE, ° �,�ISTIJ�'� 'rlpL�I"'GE;: ��.h3 r.�I�ApEi:�i I�FcLi ?�'T . E
. xL �,
or 'their chil�r�,-: by repres�r,ta�iori. In the ever.t that a child .
. of 'r'�'a_Y�.:� E. 1�:il�i,�? ��t d��d �,r�or �a the term�natio.� o�' t}��
�r'�tst Ieavf n€ no criildre� survivin� her. thE.h tt-:e �h�.r� oi' ta��
c::�lc s�'.a2Y �e cev�ded an,ar�� thE re;�,��,hitig chYldrer� or N.l�.'�":�� .
�. t:I.L��h, or thei r ch il dre.� ba� x��r re�Er,tz�i���. . �
't'ne title, �Qv���rs� du vx�a �n� ai scret�an� conferre d upo� the
tz�ustee .iri tn;� a�re�:��nt �'nall �cox�tinue. a�tex� tFrs:�.x�at�or. c�f
�he trast, _����,� �`a,n�,]� distx�.�.,����n oY� tne cox�rus �.s co�.�;2��E.
� ,
, � 7• x t .i.� �,�,• de��re that r„ti d�u�liter� r�;,:r::ni�: �. 1•:I�.Y E�, $h�1
s9rv� $s �ru�tF� ;�r. the �uratio: of her �.i��e, ar,d �r:st .s:�e not
tie r�qsir�� to ex�►cute any sort o: eond. €�� s�a�h, or 3e re;�uireo
to ff l� �r.�� wa�►ar� ir 2�S• �ourt, �s suer� trustee, ��� �t :��r
� - pa�e ;� o!' 4
_ __
k�4/11/'LbbS 15:1;� 71 T2431807 MD4J0 _ _
. PAGE 06I18
: ,
�e��h, �n��+k���ty� r�ru�ai t� serve or res��n�t,ion, tt,� ti tl e ta
the trust proper�y shnl�, pass to m� �rand--da hter �;AX ��CIGr�T .
. � .
IyGyCL'E� �s trus���� �n su��,��sion r,•ith t�hE satr,� �,ow�ers and author-
.
�t}• �s �rant�a to t�ie o��i4inal trus:Ee. � -
£• ��� s�c�efi�or trust�e s?�a�,l �� orli�eo ta �xa�xne �h�'
acca�nts* records or �et� of t�,e prevxa�s�: �rus�.ee�.or••�rty��ee
. s,
n4=' ��aY� such sacc�s�or truste� ir. .�,�y ����; ar n:�nner be res onsi-
. P
�'�'' =`"ot' �':�� a�t or obtc-�g ss3 on of' ar�y pre�r�aus t�-u�tee.' An c]xi�r �
�
� ox~ action ���ir.�� �n�. Freviaus ��r:;stee �r.u�t iri� 2��v event �be �
�sser�,a.d or fi].�ci. �+ t�e ��ene�i c3 ary w•�.t�in one e�,r f�e � � - .
y . a r �he
��po�ntrr,gr,4 of a� successor tru�tee. .
, Y3: ilI.^ti��SS 1r�:i�F�EOF, I have �u�scri�ed r�3� name to th�s �odi e�1 to
- rry l�st will �,nna , t�stament, cansis tiin� a� four 4 t� w ' .
. � � .tp e rl tten .
� pa�es, �nc�.u��n,� t?�i s pa`E, aff igi�� •Ry ir��ti.al$ to e c .
. . � h such p�,��
�`or �etter �aent�f�catian, anc� I ha,ve t�i s day c�12 e� urion .
. . ,.
•' ' a " o� �,
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w�t:�sse�s tG t},�. sz�*,�e thi s dE�� of
, � . - . � 19�.
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� � �i�r.e d e � �' t� �z ��`.c'L.�.L'� /�'�,��.
'_'r,E fo�e�o�ir.� ir,stxurr,�eT►t. w��s dECZ�reo, p's i `�s�re �,� .�s�
ribed
�t►
2� �� �'Ur a cadi ei�. t�
:,er la�t w3�2 aTi� to��a�r,E:,� ir. o�;; �►res�nce, �.�d kE nov� a� yer
reouf�# a.�o 3�� rier �riESerice �c jr� the �+r��e�iCe o .
f F�:ch other
s:�3�cr��a aar n�.��e� �s attest3n� �itn�sse� tner�to.
. Or
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ESTAT� Og WILSON R. RITTER, s IN TH$ COUAT
LATE OF �HE BOROUGH OF �F C41►�MON PLEAB OF ''
� CARLT3LB C t CUMBSftLANp COUNTY, PEI�IrfSYLVAN�A `��
� UMHERLAND COUNTY, s t�RPHANB• COURT O�V�SI�N Y �� ':�" ' ~
P�NN3YLV,AN I1� s 83TAT� NQ. 21..7 6-2 2 8 .. x
A `� 3 �.>,,.
E S T A T E 4�' CNRISTINE S. s �N rrNE CnURT pp COMMpN
RITTER� LATE OF TNE B�RQUGH s CUM88RLAND CO pLBAS t}F �� �" �
OF CARLISLB, CUMHERi�ANp s ORFNANS' UNTY, PENN8YLVANYA y
COtJNTY, pgNNSYLVANIA COURT DIVISION � �
s �ST.�1TE NC1. 21-Q7-474 �
, � .
ORDBR UF OURT
AND NOW, thie . %� � 't $
� d8Y of Janua #
x`Y, 1988, it ie ordered �
and decreed that DAUPHIN DEPQSIT HANK � TRUST � `,
CD.MFANy, Trustee �
�' "
under the Wi�,18 of Wil�on R. Ritter and Chri�sti
late af the Borou h ne s• Rftter, �
Q of Carlisle, ie hereby authorized t4 combine
the administration of the trusts set
forth therein for the �a
benefit of Mary R, Haayen and the trusts for �h � +Y ��
,�.
Hannah R. Mfller in ac � b�'nefit of �
cordance with the �
pravisions of 2p g8. �
C.S.A. 7192. �
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at the ti��s � � �W�:
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pravide same in its accountings. �
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�CCQUNT StlFf�RY
RITTER,W 1!W NM
RCCOUNT: i20�4733993 PAGk.: 3
FOR T�tE PERIOD 07101/13 TNROUGt!Q8?3�/13
CASH SUM�RY
PRINCI�AL INCOME
BEGINNiNG CASH 6Akl�1�tCE 0.00 185.70
CASH AlK1YTI(?KS 0.00 O.W
DI3?RIBtltItNtS
PAYMENTS TU OR FQR BENEfICIARIES 0.00 484.72-
FEES 471.i9- F53.ii-
EXPENSE: O.QO O.00�
OTlIER f�ISBURSEMENTS O.OQ O.flO
TOTAL DISTRIBUTIONS 471.iS- 738.43-
Il�ONIE
INTER�S 0.W 0.00
DIVIOEIIDS 0.00 699.74
O1Nf.R INCO� 0.00 0.00
CAPITAL 6AIMSlDISTRIBUTIOtiS O.W U.UO
TOTAL INCOME 0.00 699.74
BUY AkD SELL E4CTIVZTY
PURCHASES 3,9i3.50- 810.03-
SAL�S 4,384.fi9 738.43
TOTAI BlIY AND SEL!ACTIVITY 471.t9 71.60•
ENDING CASH BALAfICE O.OQ .
ACCRUEO INCOwE Q.Oo
T�TAL CASH VAIUE O.OQ 75.41
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ACCOUNT: !204733993 P��� y
AS GP 09;30(13
E3TI1lATf D INCOME
MARKEI' ;GF FEOERAL UNAE:ALI2EU AMNUAL YTELD AT
ASSET CATEC�QRY VALUE PORTFOLIO TAX COST 6AIN/LQSS It�01� NAHKE?
PRINCIPAL PORTFOLIO
CASN ANO CASH Et�IVALENTS
t�NEY MARKET FUkOS 2,175.52 t.i9�► 2,t�5.52 0.40 0 0.00*s
TOTAi..CASFI At10 CASH EQUIVALENTS ,'F�IT�.�� �1.5 +► '�'..,'�1 �.a�2 0.00 0 0.00+k
FIXED II�OME
INTL FIXED I�Ct3�I�tlflAL FUNDS 12,725.80 6.97't 13,029.65 3Q4•05- 460 3.61 +�
TAX9BtE FIXE� EI�OME F1�S 58,320.19 31.96� 57,57Q.54 7a9.65 1,756 3.01 �c
TOTAL FIXED II�t)ME , �'� + � �� �+'� ���'
EQUITIES
[KIMESTZf. E(�UITY Ap1TtlAl FUMDS 78,432.27 43.01 � 55,662.A9 22,919.38 591 0.75
GIOBAI FUNDS 7,880.09 4.32 � 6,500.00 1,380.09 245 3.1i
INTERNATIONAI. FUNOS 20,775.74 i1,39�k 20,331.22 444.52 344 t.S6
ClUSEO:ND EatiITY MUTUAL FUND 2,f20.96 5.16� i,967.93 t53.OJ 69 3.25
TOTAL EQUITIES + 0 , �3�7�`��'"T ,46 .�'4 �4, $�.0� '—'�- �'�f �c
PRTNCIPAL POkTFULIU TOTAL , �•�'� , • �,'� �+4� ��'�
I � � �� 7U06648 000007/000016 OOSa712 SSQ01a282
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, Williarn 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 sha11 hold and manage as provided herein for the benefit of ELIZABETH DRU
MILLER, in accordance with the provisions hereinafter set forth:
A. No payments sha11 be made from this Trust of either income or principal
until the Trustees shall have taken into consideration a11 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 t,he 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, sha11 be subject to anticipation,pledge,assignment or obligation of DRU nor be
:subject to any reimbursement, execution,attachment,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 governmental 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 services 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 care services, and the Iike.
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 shall 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 charged with t�he following duties: keep the assets safely;
use the caze 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 the 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,
the powers otherwise granted to the Trustee by the laws of the Commonwealth of Pennsylvania
or by this instrument,the Trustee sha11 have the following powers: receive proceeds from the
sa1e,maturity,call or conversion of Trust assets; invest in and buy or sell assets(including real
or personal properiy,common funds managed by the Trustee, and obligations,deposit accounts,
or stock of the bank or its affiliates);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 shazes,
buying or selling fractional shazes, and exercising,holding or selling warrants representing rights
received in corporate recapitalization or reorganizations.
IN WITNESS WHEROF,the Settlor and the Trustee have executed and sealed this
Irrevocable Trust Agreement as of the day of ,2013.
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
___ _ _ _ - _ _ �
�
, .
PETITION 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
�
AND NUW,thi day of O("�'p , 2013, after due ,
consideration of the Petition for Reformation of Trust filed in the above-captioned matter along
with the atta.ched Exhibits, it is hereby ORDERED that the Trust established under the last will
and testament of Wilson R. Ritter and the Trust established under the last will and testament of
Christine S. Ritter shall be reformed by the addition of the following language:"Upon the death
of my daughter,HANNAH R. MILLER,her share of my trust shall cease and the corpus thereof,
together with any undistributed income therefrom sha11 be distributed in equal shares to the
children of my deceased daughter,per stirpes,PROVIDED,HOWEVER,that any share to
Elizabeth Dru Miller sha11 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
� �
c:�....
� � � � �
� � �: ,���M � � A Placey J.
� �� � � � � Tho a .
�. w .� - �
� .���,.= � � �ommon Pieas Judge
� � � �
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�
: ORPHANS'COURT DIVISION
. COURT OF COMMON PLEAS OF
In Re: ESTATE OF WILSON R.RITTER
AND CHRISTINE S.RITT'ER . CUMBERLAND COUNTY
. PENNSYLVANIA
. NO.21-76-128, 21-87-474
CERTIFICATE OF SERVICE OF ORDER
ORDER DATE: 10/30/13
- JUDGE'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 ❑JUDGE
❑HAND DELIVERED ❑CLERK OF ORPHANS COURT
❑OTHER
MAILED: 10/31/13
............................................................................................................................
SERVICE TO:
METHOD OF MAILING: ENVELOPES PROVIDED BY:
❑USPS ❑PETITIONER
��R ❑JUDGE
❑HAND DELIVERED ❑CLERK OF ORPHANS COURT
❑OTHER
MAILED:
` ,
P rY
rk of Orphans' Court