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Home My WebLink About01-0236 Register of Wills of OGterrlarl County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Ruth M dj or Donald No. ~ 1- c:J I :J.. 3' also known as Ruth M Donald , Deceased Social Security No. 164-26-1904 Petitioner(s), who is/sre 18 years 01 age or older. apply(ies) tor: (COMPLETE "A" OR "B" BELOW:) ru A. Probate and Grant of Letters and aver that Petitioner(sl is/are the execut~ named in the Last Will of the Decedent, dated June 19, 2000 and codicil(sl dated StBte relevBIlt circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [J B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.8.: pendente lite; dwante absentia; durante minorit8te) Petitioner(sl after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Decedent was domiciled at death in CUmberland County, Pennsylvania, with his/her last family or principal residence at 4905 East Trindle Road, Hampden Township, Pennsylvania (list street, numbel and municipality} Decedent, then 92 years of age, died February 20 ,20 Ql, at Mechanicsburg, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property .............................. $ (If not domiciled in PAl Personal property in Pennsylvania. . . . . . . . . . . . . . . . . . . . . . $ (If not domiciled in PAl Personal property in County. . . . . . . . . . . . . . . . . . . . . . . . . . $ Value of real estate in Pennsylvania ............................................... $ Total .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ Real Estate situated as follows: 437,500.00 8.00 437,50 .00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Edward M. Donald 1462 Clover Road CaIn Hill PA 17011 RW-7 '6 ~ ~ / '1- ..j- Oath of Personal Representative Commonwealth of Pennsylvania County of CUmberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administeCithe e ccordi'n law. ~ nrl Sworn to and affirmed and subscribed ...::r J.~.) 1...l.A ! ~ .pi. ~4A ~ .....l EDWARD M. OONALD before me this ~ f ~ day of .;L J~T 20m '--n"1"J>(fC ~.u.~ fNA. (f.{J.~ DECREE OF REGISTER Deceased No. 21-01-236 Estate of RUTH MAJOR DONALD also known as RUTH M. DONALD Date of Death: FEBRUARY 20, 2001 Social Security No: 164-26-1904 AND NOW, MARCH 2 , 20~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters []: Testamentary 0 of Administration are hereby granted to . (C.t.8.; d.b.n.r..t.; pendente lite; durante absentia; duramc minorit3rcl EDWARD M. DONALD in the above estate and that the instrument(s), if any, dated JUNE 19. 2000 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters........................... $ 340.00 /r)~{(,~ 'l'LA-,e.CL 11l~ ~ Register of Wills Short Certificate(s).....1.... Renunciation. ..... ..... ....... Affidavit ( )................. Extra Pages ( ).... .. ... .. . Codicil.......................... JCP Fee........................ Inventory & Tax Forms... Other........................... . $ 3.00 $ $ $ 21.00 $ $ 5 . 00 $ $ Attorney: 1.0. No: Address: steve C. Nicholas 06845 4409 North Front street Harrisburg, PA 1 711 0-1709 Telephone: (717)236-9391 TOTAL................. $ 369.00 RW-7a DATE FILED: MARCH 2, 2001 MAILED LETTERS TO ATTORNEY MARCH 3, 2001 'hi~ IS to certifv that the information here gIven IS correctly copied from an original certificate of deatb duly filed with me as ! ,)cd Registrar. The original certitlcate will be forwarded to the State Vital Records Office tor permanent fIling. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /~/Jii(iiitJj;;;;:,~ /.i;l""\~" OF p"'~_ ,4\\I~ \~\--'--..<ft1'.A;~\ /l~'/ ---:"c!'."', Ii ~J . t1Ioa. . "\{:-, \ I'f~! - "~ \~\ I~~'" ..... \~~ ,\~~~i~,! \~\' ./~/ ":. ~'~ / /~\\y \,~rMffl{'U{~\'II~ ~!7 ;~'_'""" // iV .,(/v:~.v; ~.~. ,,~/../..(. <:2" /L .-:x, . , Fce for this certifIcate, $2.00 Local Registrar P 7219472 FEa 2 1 2001 Date Hl05: OJ Rev 2117 COMMONWEALTH Of PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH ;VPElPAlNT 'N PE_AIOENT Bl.ACX IHI( NAME SEx oAJEOFOEATH,_.o..._1 IIIRTHPIXE lC"Y- _'" fCt"'l"C......'" Lehman, PA ~o So COUNTY OF OEJa'H ... Cumberland DECEDENT'S USUAL OCCU_ION i~-=:'::c.c:: :::2~ l1L R . N . 111.. DECEDENT'S lWUNG ADOAESSISI,_ c~. __ ZoCOdet C01,1ntry Meadows T r 1 n d 1 ~ R d cs.............. ... Mechanicsbur PA 17055 onoll,...,<I", FAniER'S """"E cf'.... "'o<I<IIe. lasl) ~STRUS._ --.-. ~ lSc>ec:OYI ... widow SUA\IMNG Sl'OUSE ,_.... ~ I'NlIden I'IIImet none .n.. Did - ......... Cumberland ",""""",1 11..00 ::"'''''==.. Meehan iesburg, PA MOTHER'S NA").fa~ rets...nGme raux It. lNf'm~~o~r~~g;pcmll, PA 17011 2Ol>. Pl.ACE OF DISPOSITION - _ ole-...,. c,.........., LOCR1OH. ~ _. Zlpeo. 01 au.. Plx. _. ~ ... _OR........r"S _ (T 1II*p'..., George Major ~ ~ :il a a ~ -. METHOD 01' 0I$P0SIT10N O _iii er_....o OoftMoon 0Iher ISpeotyl . 2'.. SlGHATURE 01' FUNERAl Edward M. Donald LICENSE NUMBER zI.D-011683-L ~~y View Memorial Park _ AHO AOORESSOl' FAClUTY &~senstock F.H. lICENSE NUUBER :z-. I Aporoxmate : inIervIII befwMf'l : onMI and dMIft : ~ ORE PRONOuNCED DEAD _. Day. ...., 2.. 9:05" P.... 25. ~t~ ~o 1\)0\ 27. f'4RT .: EnI... me ......, inJur.... Of c:ompk<1ItioN. which caused tne cte..th. 00 noI tint. IN mode of t1yinQ. sucI'l is cardiac 01 ,espifaloty a..,_. shoc;ll or Malt failure ls onty one cause on Heft line. PAIIT II: ClIIlo< ~.-CXlnW1buIin9IO-. bul nol ~ .......-.rno _ g;...... PA1fT I :Q 2 a N I : f/ r<:? cP-e/ P DUE 10 lOA AS A CONSEOUE NeE OFt -C -+ .:::) WERE AU1OP$Y FINDINGS """'lADLE PRIOR 10 COMPLETION OF CAuse OF DENH1 MANNER 0# Qf.AJH DATE OF IN.JURY C--.. Day. -. TIME OF INJURY IKJURY AT WORK1 DESC_ HOW INJUR1' OCCURRED. _0 No5a -- Qg o o Pending ~1On o o o ~E OF 'N.JUAY .... _. f.""":_..lOC1CWy.__ buikIftg. etc_ l$peotvt -- o NoD ....EDlCAl EXAMINER/CORONER On the besis oIexamln.llon andIM inY.sl~lton. in my opinlOft. de.th occurr.d at the time. d.... MId place. MWt due to the cause(s) and ",.nn... .1 st.IN. . )" REGISTRAR'S SIGNATURE AND NU...8E.R ,G~z,~ '-1 '\ ., '1 Lf I IVJ'I I I Could f'Id tt. dele""-.d :Me. ,.... CERTIFIV' ,0-.:- 0fWy onet .CE.RTIFVINGPtC'YSICIAH(Physc...u!''''Y-'gc:.aused ()NIn......,." ~er D"YSIC>.at' h.soronounceoO&aIn at'lO Competed "em lJI To the bone 04 ""'~. de.ch occurred due to It-. c:~s) ~ ,...""... n s1ateCt. . . .,.A()N()OtrtCJNG ANI) C!.JtTIFYlMQ PHYSICIAH f~oar'" (X)tt-. ~0"0U'"lC"'9 CJed'" M1d ..:;etl"'Y""'CJ to c.ause of oeatf'\l To the b.tlI of my knowteclQa. ct..'" Gee.,,,,,, at the..... ct.,.. and piece. .anet ctu. to ,tte causec.. and "'.nI'l"- .. _..I'" Donald ruth will scn/wills LAST WILL AND TESTAMENT 21-01-236 OF RUTH MAJOR DONALD I[ RUTH MAJOR DONALD [ of 4905 East Trindle Road[ Mechanicsburg[ Cumberland County[ Pennsylvania 17055[ declare this to be my Last will and revoke any Will or Codicil previously made by me. ITEM I: I direct that all expenses of my last illness and funeral [ including my grave marker and perpetual carel shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I direct that all taxes that may be assessed in consequence of my death[ of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate, without apportionment. ITEM III: I give, devise and bequeath two-thirds (2/3) of all the rest, residue and remainder of my estate, to my son, EDWARD M. DONALD, providing that he survives me by thirty (30) days. Should EDWARD M. DONALD predecease me or die on or before the thirtieth (30th) day following my death[ then I give, devise and bequeath two-thirds (2/3) of all of the rest [ residue and remainder of my estate[ in equal shares, share and share alike[ to my daughter-in-law, CARMELLA C. DONALD, and my granddaughters [ STEPHANIE M. DONALD and KIMBERLY R. McCAUGHEY, providing that they survive me by thirty (30) days. Should CARMELLA C. DONALD, STEPHANIE M. DONALD and/or KIMBERLY R. McCAUGHEY, predecease me or die on or before the thirtieth (30th) day following my death, her share of my estate shall then go to her issue, per stirpes as are living following the thirty-first (31st) day following my death. ITEM IV: I give[ devise and bequeath one-third (1/3) of all the rest, residue and remainder of my estate, to my daughter, JOAN D. DiSANTI [ providing that she survives me by thirty (30) days. 1 Should JOAN D. DiSANTI predecease me or die on or before the thirtieth (30th) day following my death, then I give, devise and bequeath one-third (1/3) of all of the rest, residue and remainder of my estate, in equal shares, share and share alike, to my grandchildren, ALEXANDER DiSANTI, LYNN DiSANTI, SYBIL DePOLO and STEPHEN DiSANTI, providing that they survive me by thirty (30) days. Should ALEXANDER DiSANTI predecease me or die on or before the thirtieth (30th) day following my death, his share of my estate shall then go to his issue, per stirpes as are living following the thirty-first (31st) day following my death. ITEM V: I give, devise and bequeath to my Trustee hereinafter named, any share of my estate to which LYNN DiSANTI, SYBIL DePOLO and/or STEPHEN DiSANTI, shall be entitled to receive, IN TRUST, for the benefit of said beneficiary to be administered as follows: a. To pay the net income beneficiary on a quarterly basis discretion of my trustee. from said trust or more often, at to the such sole b. To pay so much of the principal as is deemed necessary for medical expenses, support, and other items of necessity of said beneficiary at the sole discretion of my trustee. c. The amount to be paid from principal for the benefit of my said beneficiary shall be determined from time to time by the need of my said beneficiary, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my said trustee directly to the beneficiary or may be made in the discretion of my trustee, directly to the person having the custody and care of my said beneficiary or may be made by my said trustee directly to any institution entitled to such payment by reason of services rendered or to be rendered to said beneficiary. In making the aforesaid payments, my said trustee shall give primary consideration to the individual needs of my said beneficiary and to other sources of income and funds, such as insurance proceeds, etc., available for the support of my said beneficiary. d. Should my beneficiary die and any balance of principal or accumulated income remains undistributed, under the terms of this trust, then such share shall be divided equally among my grandchildren, ALEXANDER DiSANTI, LYNN DiSANTI, SYBIL DePOLO and STEPHEN DiSANTI, who are then surviving. Any portion thus accruing to any of my said grandchildren for whom principal is 2 then held in trust hereunder shall be added to and thereafter treated as a part of such principal. ITEM VI: Should the principal of any trust herein provided for, be or become too small in the Trustee's discretion so as to make establishment or continuance of the trust inadvisable, my Trustee or my personal representative may make immediate distribution of the then-remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. If any such person is then a minor, distribution may be made to the guardian of the person of such minor. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding income beneficiaries or in remainder shall cease. ITEM VII: In addition to the power conferred upon my fiduciaries previously in this instrument, and by law, I authorize all fiduciaries without any order of court and in their sole discretion to: a. Retain any property and invest and reinvest any property, including by way of illustration and not by way of limitation, common stocks up to one hundred (100%) percent of corpus, stock of any fiduciary or parent corporation, any common or diversified trust funds maintained by any fiduciary or affiliated, related subsidiary or parent corporations, and any form of life insurance, except in any marital trust, annuity or endowment policies; and in so doing, any fiduciary may act without restriction to so-called legal investments and without responsibility for diversification. Any fiduciary may also keep reasonable amounts of cash in bank uninvested. b. Sell at public or private sale, for cash or credit, with or without security, and exchange or partition property and give options for sales or exchanges. c. Borrow and lend money from and to any person and/or corporation, including any fiduciary, and mortgage or pledge any property. d. Repair, alter, improve or lease for a period of time, any property and give options for leases. e. Vote in person or by proxy securities held by it and in such connection to delegate its discretionary powers. f. Subscribe for stocks, bonds, or other investments; exercise any stock option or similar rights; join in any plan of lease, mortgage, merger, consolidation, reorganization, 3 foreclosure or voting trust and private securities thereunder, and generally exercise all the rights of security holders of any corporation. g. Purchase investments at premiums and charge premiums to income or principal or partly to each. h. So that title may pass by delivery, any fiduciary may register securities in the name of a nominee as designated by any corporate fiduciary or in the name of such other nominee as may be convenient. i. Compromise claims by or against my estate or trust including, without limitation, any questions relating to taxes or to any policy of life insurance. However, my fiduciaries need not institute litigation to collect on any policy unless they are reasonably indemnified for all costs, counsel fees and other expenses of such litigation. j. Retain and pay agent, employees, accountant and counsel (indicating investment counsel) for advice and other professional services. k. Make distribution in cash or in kind or partly in each. 1. Determine whether any stock dividend, stock split, extraordinary dividend or other item or receipt or expendi ture shall be allocated to income or principal or partly to principal. My fiduciaries are relieved of all liability in making such allocations, and distribution shall be made without their being required to file an account for confirmation provided that these powers shall not be exercised with respect to any marital deduction trust. m. Hold, manage, invest and account for separate trusts either as separate funds or in one or more consolidated funds in which each trust shall own an undivided interest. n. Add to the principal of any trust created thereunder, any property received from any person by Deed, Will or in any other manner. o. I hereby authorize my Executor and Trustee to continue any business or businesses in which I may be interested at the time of my death, whether or not said business is conducted by me at the time of my death, individually, as a partnership, or through a corporation wholly owned or controlled by me, with full authority to sell, settle and discontinue any of them, at such time or times and upon such terms or conditions which, in the 4 judgment of my Executor and Trustee, are for the best interests of my estate or any trust created by my Will. p. Each fiduciary serving thereunder shall have the right from time to time, by instrument in writing, to relinquish, in whole or in part, any power given to him by law or under the provisions of this Will, provided that such relinquishment shall not bind his successors unless similarly relinquished in writing by them. ITEM VIII: I hereby authorize and empower my Executor hereinafter named to sell all of the real property and any or all of the personal property not specifically bequeathed herein, which I may own or to which I am entitled at the time of my death, in the sole discretion of my Executor at private or public sale, without an Order of Court, at such time or times and upon such terms as the said Executor shall deem proper for the best interests of my estate or of my beneficiaries, thereby converting the same into cash. I further authorize and empower my said Executrix to execute, acknowledge and deliver all proper writings and deeds of conveyance and transfer thereof. ITEM IX: I appoint my grandson, ALEXANDER DiSANTI, Trustee of any trusts created by this, my Last Will for the benefit of LYNN DiSANTI, SYBIL DePOLO and STEPHEN DiSANTI. I direct that my Trustee at his discretion may retain the services of a Corporate Trustee for the purpose of assisting him in the administration of any trust herein created. ITEM X: The principal and income of any bequests and trusts created hereunder shall be free from anticipation, assignment, pledge or obligation of any beneficiaries and shall not be subject to any execution or attachment or to voluntary or involuntary alienation. ITEM XI: I appoint my son, EDWARD M. DONALD, Executor of this, my Last Will. In the event that EDWARD M. DONALD cannot serve as Executor for any reason, I then appoint my daughter-in- law, CARMELLA C. DONALD as Executrix. ITEM XII: I direct that my Executor, any trustee appointed herein, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, this I "",h day of I have J (,( "-l hereunto set my hand and seal , 2000. ~ or.wfv~c.I. ~~ RUT~ORLD 5 The preceding instrument, consisting of this and five (5) other typewritten pages, identified by the signature of the Testatrix, was on the day and date thereof signed, published and declared by RUTH MAJOR DONALD, the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses hereto. .A../0..A.--' -"\ ! of )/-r.UI/U.A (..-(.L-L~ -) /~~1 I 7 I / () C~ ~VVV$J~'~lA. J t~ct~t('ao of j-iAILfLtS13Vf2G fA .~ 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF DAUPHIN I, RUTH MAJOR DONALD, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by RUTH M. DONALD, this J4-!f" day of J..~ , 2000. {fl61f6R~~ .f)~ ~ (AJ,'e-L-- Notary Public NOTARIAL SEAL Steve C. Nicholas, Notary Public Township of Susquehanna, County of Dauphin My Commission Expires Sept. 25, 2003 7 , . COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN WE, the undersigned witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each subscribing wi tness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed undersigned witnesses, this 2000. an~subscribed Jt:( day of before ./ ... rw-( me by the ~LJ. .t ltJYVQ]f1' fLw~--'- ; Witness / \ ClWOh..1Cl 0( k~..<< C"'-l Witness $>2- tAJ ~ Notary Public NOTARIAL SEAL Steve C. Nicholas. Notary Public Township of Susquehanna, County of Dauphin My Commission expires Sept. 25, 2003 8 --- BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) In re: Estate of Ruth Major Donald, Deceased No. 2001-00236 PA No. 21-01-0236 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 19,2001, as follows: N ames and Addresses Edward M. Donald, 1462 Clover Road, Camp Hill, P A 17011 Joan D. DiSanti, 101 West Jefferson Street, Media, PA 19063-3226 Notice has been given to all persons entitled thereto under Rule 5.6 except: No exceptions. Additional information may be obtained from the undersigned. Dated: March 19,2001 Signature Steve C. Nicholas, Esq. 4409 North Front Street Harrisburg, P A 17110-1709 (717) 236-9391 Counsel for Personal Representative ID No. 06845 . o Donald Settle Agr/scn/est RECEIPT AND RELEASE AGREEMENT This Agreement is made by and between Edward M. Donald as Executor of the Estate of Ruth M. Donald, deceased ("Executor") and Edward M. Donald and Joan D. DiSanti, residuary beneficiaries of the said estate ("'Beneficiaries"). In accordance with their desire that the administration of the Estate of Ruth M. Donald be terminated without the expense and further delay of a court accounting, the parties hereto, in consideration of the mutual covenants herein expressed, and intending to be legally bound hereby, agree that: 1. Ruth M. Donald died on February 20,2001 and her estate is now in the process of administration. The Register of \Vills of Cumberland County, Pennsylvania duly granted Letters Testamentary to Edward M. Donald on March 2, 2001 at No. 2001-00236. 2. Under provisions of the Decedent's Last Will dated June 19, 2000, the Decedent bequeathed her residuary estate as follows: (1) Two-thirds (2/3) of the rest, residue and remainder of the Estate to Edward M. Donald; and (2) One-third (1/3) of the rest, residue and remainder of the Estate to Joan D. DiSanti; 3. The combined balance of principal and income of the estate for distribution pursuant to the First and Final Account of the Executor, totals $405,761.36. A copy of the First and Final Account is attached hereto as Exhibit ""A". 4. The Executor has reserved the sum of $7,500.00 to pay any additional expenses, including filing fees, fiduciary taxes and attorney fees that may be incurred to finalize and close the estate. Any unused reserve shall be distributed to the residuary beneficiaries as follows: two- ihirds (2/3) to Edward IvL Donald and one-third (1/3) to Joan D. DiSanti. 5. The balance remaining for distribution to the residuary beneficiaries stated as of October 31,'2001, less the $7,500.00 reserve fund totals $398,261.36. The Executor proposes to distribute the said $398,261.36 upon the execution and filing of this Agreement with the Court as follows: (1) (2) To: To: Edward M. Donald - $265,507.58 Joan D. DiSanti - $132,753.58 Total Distribution $398,261.36 6. The Beneficiaries acknowledges that the Executor has received the assets and has made the payments set forth in the First and Final Account. The Beneficiaries approve the said First and Final Account of the Executor as stated, in its entirety. 7. The Beneficiaries consent, approve and agree that the remaining balance of the estate assets shall be distributed as set forth in paragraph 5 hereinabove. 8. Without intending to limit the rights or remedies of Executor or his attorneys, the Beneficiaries further agree to indemnify the Executor or his attorneys, and save them harmless against all liability, loss, and expense (including, but not limited to, costs and counsel fees) "--, which they, may incur, whether due to their, negligence or otherwise, as a result of making the ...v above-described distributions without a court audit. The Beneficiaries hereby forever fully ,to release, compromise, settle and discharge any and all claims, demands, actions or causes of ' action, le.gal or equitable, absolute or cont~ngent, vested or hereafter to accrue, which they may --tie..1 have agaInst any other party hereto or agaInst the Estate of Ruth M. Donald or the Executor or ~fef~ his attorneys thereof, by reason of any matter, cause or thing growing out of or relating to any 0+ property or assets of the said estate, or growing out of or relating to any act of the Executor or his '-ti e. attorneys, in the administration of said estate, even if attributable to negligence, and agree that in, , \ no event shall the said period for collection of any erroneous distribution or distributions be less d(~~ h~ than two years after the actual discovery thereof by the Executor or his attorneys. V\r '. e... ~ '~~ 11~ 9. The Beneficiaries agree to execute such additional releases as the Executor or his attorneys, may submit to them in order to confirm their discharge from any further liability to the parties in connection with the said estate. 10. This Agreement may be executed in multiple counterparts and, when so executed by all parties hereto, shall be binding upon all the parties, and their respective heirs, next-of-kin, personal representatives and assigns. IN WITNESS WHEREOF, the parties have hereunto set their hands and seal the day and year hereafter set forth. Dated.=tJ(l (1, ,/ <; , 2001 kp~49~)8~f2Q ~d M. Donald, Executor oY Date"dDa l! , 'J (.j ,2001 Dated Jll:f7. 1) ,J ~ ,20~ COMMONWEAL TH OF PENNSYLVANIA : ss. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Edward M. Donald, Executor of the Estate of Ruth Major Donald and Beneficiary of the Estate of Ruth Major Donald, who being duly sworn according to law, deposes and says that the facts contained in the foregoing First and Final Account are true and correct to the best of his knowledge, information and belief. ~i~9/,1Jfb1 9~ '---..., Edward M. DonciJc( SWORN to and subscribed before me this t ~ day of Ot l ~\..6 'if<. 2001. (\,~r>llvLv0w~ K:J Notary Public My Commission Expires: NOTARIAL SEAL CHRISTINA L NICHOLAS, Notary PubliC Susqueh~nna Twp", Dauphin County My CommiSSion Expires June 20,2005 i ---_J COMMONWEAL TH OF PENNSYLVANIA : ss. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Joan D. DiSanti, Beneficiary of the Estate of Ruth Major Donald who being duly sworn according to law, deposes and says that the facts contained in the foregoing First and Final Account are true and correct to the best of his knowledge, information and belief. SWORN to and subscribed be~ re me this 1'r;J. day of \. 200\fL My Commission Expires: ~~C:l.lri:~,! Seal Loret!,a J. Hcr'::,'~' '-.)ctur~ P~jb\ir.: Mr.,ora B0re.. I.Jo;"''''i':r: : 'Oll'lty My Co,~jrn's"';on E>~ r'c;: iV,,:, :26. 2003 Mem t-i'F, f '€l1ns y 7:'ar.;a'A~,'cG:.iH01; ';'i~\Jof?rtel " \ Donald 151 & Final acct scn/est COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION 9TH JUDICIAL DISTRICT Bureau File No.: 21 01-0236 No. 2001-00236 ESTATE OF RUTH M. DONALD, DECEASED LATE OF THE TOWNSHIP OF HAMPDEN FIRST AND FINAL ACCOUNT OF EDWARD M. DONALD, EXECUTOR Date of Death: Letters Granted: First Complete Advertisement of Letters: Account Stated To: February 20, 2001 March 2, 2001 April 5, 2001 October 31, 2001 NICHOLAS & FOREMAN PC by ~----L--<-- - STEVE C. NICHOLAS, ESQUIRE 4409 North Front Street Harrisburg, P A 1 711 0-1 709 Supreme Court LD. 06845 (717) 236-9391 SUMMARY OF ACCOUNT PRINCIPAL PRINCIPAL PER INVENTORY FILED $435,300.29 ADJUSTMENTS TO PRINCIPAL Waypoint Bank #400002275 (Add) PSECU # 0164261904 (Add) Fleet Services # 1000618577 (Add) Commerce Bank #0512097023 (Add) Comcast - Refund (Add) Inheritance Tax Refund (Add) $4,837.58 $ 924.04 $5,440.13 $ 4.95 $ 7.18 $ 2,106.42 PRINCIP AL RECEIPTS AS ADJUSTED PRINCIPAL DISBURSEMENTS (Less) $ 13,320.30 $448,620.59 $ 44,506.27 $404,114.32 TOTAL PRINCIPAL ADJUSTMENTS (Less) NET PRINCIPAL BALANCE INCOME INCOME RECEIPTS $1,647.04 TOTAL INCOME DISBURSEMENTS $ -0- TOT AL PRINCIPAL AND INCOME BALANCE $ 1,647.04 $405,761.36 NET INCOME BALANCE (Less) TOTAL ASSETS FOR DISTRIBUTION RESERVE (Less) TOTAL BALANCE FOR DISTRIBUTION $ 7,500.00 $398,261.36 PRINCIPAL DISBURSEMENTS Payee - Purpose Amount Rosenstock Funeral Home - Burial $ 5,026.20 Ramada Inn - Luncheon $ 271.43 Clerk of Orphans' Court - Probate Fee $ 369.00 Cumberland Law Joumal- Advertising $ 75.00 The Sentinel - Advertising $ 77.63 Clerk of Orphans' Court - Filing fee $ 15.00 Conner, Rich - Open Account $ 88.83 Central Penn MRI - Open Account $ 11.17 Department of Revenue - Inheritance Tax $19,668.00 Country Meadows- Open Account $ 218.01 H&R Block - Tax preparation $ 127.00 Edward M. Donald - Commission $16,059.00 Nicholas & Foreman - Fees $ 2,500.00 TOTAL PRINCIPAL DISBURSEMENTS $44,506.27 " . INCOME RECEIPTS Commerce Bank #0616238706 5/31/01 to 10/31/01 (Add) $1,647.04 Total Income Receipts $1,647.04 INCOME DISBURSEMENTS Payee - Purpose Amount There have been no income disbursements to date. Any income disbursements payable shall be paid from the reserve fund. Total Income Disbursements (Less) $ -0- NET INCOME BALANCE $1.647.04 RESERVE Your Accountant shall reserve the sum of $7,500.00 for payment of final fiduciary income taxes, filing fees, and any additional estate expenses. Any remaining balance shall be distributed in equal shares to the estate beneficiaries. TOTAL RESERVE $7,500.00 .' . COMMONWEAL TH OF PENNSYLVANIA : SS. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Edward M. Donald, Executor of the Estate of Ruth Major Donald who being duly sworn according to law, deposes and says that the facts contained in the foregoing First and Final Account are true and correct to the best of his knowledge, information and belief. ARL~df)~ ~~ Edward M. Donald SWORN to and subscribed before me this I ~.,.., day of j)t{1M-f)~~ 2001. C~tivlc~ dl\L~JO Notary Public NOTARIAL SEAL CHRISTINA L. NICHOLAS, Notary Public Susqueh~~a Twp., Dauphin Count M GOm/!llss,qnExpires June 20,2065 My Commission Expires: COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION 9TH JUDICIAL DISTRICT Bureau File No.: 21 01-0236 No. 2001-00236 ESTATE OF RUTH M. DONALD, DECEASED LATE OF THE TOWNSHIP OF HAMPDEN PROPOSED DISTRIBUTION SUGGESTED BY EDWARD M. DONALD, EXECUTOR NICHOLAS & FOREMAN PC by ~---cAJ ~ STEVE C. NICHOLAS, ESQUIRE 4409 North Front Street Harrisburg, P A 17110-1709 Supreme Court LD. 06845 (717) 236-9391 PROPOSED DISTRIBUTION All inheritance taxes, administration expenses, claims and debts of the Estate have been or are to be paid in full. All claims presented for payment have been or will be paid. Under the terms of the Last Will and Testament at ITEM III, Testatrix devised and bequeathed two-thirds (2/3) of the rest, residue and remainder of her estate to her son, Edward M. Donald providing he survived her by thirty (30) days. Under the terms of the Last Will and Testament at ITEM IV, Testatrix devised and bequeathed the remaining one-third (1/3) of the rest, residue and remainder of her Estate to her daughter, Joan D. DiSanti providing that she survived her by thirty (30) days. Both Edward M. Donald and Joan D. DiSanti survived the Decedent by thirty (30) days. The balance of the assets remaining for distribution, including principal and income, less a reserve of $7,500.00 totals $398,261.36. Your account proposes to distribute the balance of $398,261.36 in accordance with the Decedent's Last Will and Testament, as follows: TO: Edward M. Donald TO: Joan D. DiSanti Total: $265,507.58 $132,753.78 $398,261.36 The balance of $7,500.00 shall be held in reserve to pay any further miscellaneous expenses, fiduciary income taxes, etc., at the discretion of the Executor and any balance thereafter remaining, shall be divided two-thirds (2/3) to Edward M. Donald and one-third (1/3) to Joan D. DiSanti. . . COMMONWEAL TH OF PENNSYLVANIA ss. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Edward M. Donald, Executor of the Estate of Ruth Major Donald, who, being duly sworn according to law, deposes and says that the facts contained in the foregoing Proposed Distribution are true and correct to the best of his knowledge, information and belief. Af2~5)#AC)~ C .!4;,f. Edward M. Donald SWORN to and subscribed before me this / L/i--\1 day of D<(c<iM.t3'T.( 2001. C~~~C(u;<cP Notary Public NOTARIAL SEAL CHRISTINA L. NICHOLAS, Notary Public Susqueh~~a Twp., Dauphin County My Commission Expires June 20.2005 My Commission Expires: ~ ;. ~ (J) ~ tf\ (J) ~ 00 ~o 9,tt\ ...-' ~ ~~ $'0 Z ..... (1 6 (" ~ ~ g ~ ~ ~ ~ r=: ~ -\ S ~ ~ <t. ~ ~ ~ o \':s:I ~ ~ <=:::. '& ""f\ ':s:I o ~ :t.cJIJ)OO ytnc%g :0'1):0 >- :o~t1';~ (j)lV~~O ~~o~~ :oo'"\'\~tn Gl"'~~Y , Cl o~ ~ -;a-n:t. ... 6:00 :l c:.~~ rq, ~~~ o .-\cz ~ ~tn(Jl ... ~ -<:. IP ~ ~ ~ z. O~ -n~ -n ~ "0 O~~ --- (') ~ ". {t\ ~ r- ~~ ~ a~ rn t\1 ~ (") ~--- rn ~'):lI' ---~ -ott'\ ---\'"'"' ~ ~ ZO(fl c.O{\\)7 -s.~(flO (P-:P~"Z {\\O..... -:P,Z :-\ .. ~ ..0 .. 0"" ~ . o o \,e""'; ~ !~~ 'f--' ..1 y'''' "" ~ :J; <; '" ~ o c. ~ z. 9 Y Y J>' \,.0 co (J'\ <.0 o ':P ~ \, /6-.::J/'Y'-o BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-1607 EX AFP 112-00) Recofaed r~>fJc:e of Ror;~C't..:;~ ." II ....8i,),g,vv'ii 's DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-19-2001 DONALD 02-20-2001 21 01-0236 CUMBERLAND 101 RUTH M .01 Die -7 All =34 STEVE C NICHOLAS ESQ NICHOLAS & FOREM~N 4409 N FRONT ST Clerk-( . COurt HBG ('~ft'lqf7ri'1i&d Go., PA Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iffv=i6o-j-E'5{-AFP-fi'2:offf------...--iNifERITANc'E--TAx--STAfEH'E-N'T-OF-AC-COlitif--...--------------------- ESTATE OF DONALD RUTH M FILE NO.21 01-0236 ACN 101 DATE 11-19-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE~ APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE~ AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-05-2001 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 18,485.87 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-15-2001 AA496595 924.29 19,668.00 10-30-2001 REFUND .00 2,106.42- TOTAL TAX CREDIT 18,485.87 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM fOR INSTRUCTIONS. l / b -c:2 / ~ -l.S.-' \... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-05-2001 DONALD 02-20-2001 21 01-0236 CUMBERLAND 101 STEVE C NICHOLAS ESQ NICHOLAS & FOREMAN 4409 N FRONT ST HBG PA 17110 * REV-1547 EX AFP 112-00) RUTH M Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 435,300.29 .00 .00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-v:i54-j-Ex--AFP-(i2-:0()r-No'~ficE--oF-.rNHEifiTANcE-T-AjC-A-PPRA-isEifENT~--Ar.LOWANCE-CrR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DONALD RUTH M FILE NO. 21 01-0236 ACN 101 DATE 11-05-2001 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (9) nO) 24,403.26 100.00 NOTE: To insure proper credit to your account, submit the upper portio of this forll with your tax paYllent. 435,300.29 (11) (12) (13) (14) '4.503 26 410,797.03 .00 410,797.03 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (15) .00 X 00 = .00 (16) 410,797.03 X 045 = 18,485.87 (17J .00 X 12 = .00 (8) .00 X 15 = .00 (9)= 18,485.87 PAYMENT Rt.CI:IPT D.lSCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-15-2001 AA496595 924.29 19,668.00 TOTAL TAX CREDIT 20,592.29 BALANCE OF TAX DUE 2,106.42CR INTEREST AND PEN. .00 TOTAL DUE 2,106.42CR · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Dl: A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) vv' STATUS REPORT UNDER RULE 6.12 Name of Decedent: Kvl~ M^jH~ D 0 N'L4 t\.1C4 R u!11 (VI. a 0 vl.t', {1 of Death: F.e \0 ( \M v-1. vJ MO' Date j Will No. ~OC)i - rJO ~) ~ Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: yes+- No 2. If the answer is No, state when the personal representative reaso?~~~y believes that the administration will be complete: t{tr 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account wi th the Court? Yes No ''f.. b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? yes)( No Date: I /z ,/ OJ I I ~t:~tt :4lj::~A~~ tl tt4. C 0.t1 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~()j:~ Signature + S It;: V fi, L N ( c HUe It ~ ~j-~ Na~e, (Pleas~ type o~ ,pril}t) t.J '" (}tl AJ jv;).t 'r j ~ , H tt ( ( I 'f ~ ~ 1I '1 Ot1- /") I( v - () 0 7 Adaress v (711) 2,}6',-9)9/ Tel. No. Capacity: Personal Representative ~counsel for personal representative (MAH:rmf/AM3) o . Donald Settle Agr / scn/ est RECEIPT AND RELEASE AGREEMENT This Agreement is made by and between Edward M. Donald as Executor of the Estate of Ruth M. Donald, deceased ("Executor") and Edward M. Donald and Joan D. DiSanti, residuary beneficiaries of the said estate ("Beneficiaries"). In accordance with their desire that the administration of the Estate of Ruth M. Donald be terminated without the expense and further delay of a court accounting, the parties hereto, in consideration of the mutual covenants herein expressed, and intending to be legally bound here by, agree that: 1. Ruth M. Donald died on February 20, 2001 and her estate is now in the process of administration. The Register of Wills of Cumberland County, Pennsylvania duly granted Letters Testamentary to Edward M. Donald on March 2,2001 at No. 2001-00236. 2. Under provisions of the Decedent's Last Will dated June 19, 2000, the Decedent bequeathed her residuary estate as follows: (1) Two-thirds (2/3) of the rest, residue and remainder of the Estate to Edward M. Donald; and (2) One-third (1/3) of the rest, residue and remainder of the Estate to Joan D. DiSanti; 3. The combined balance of principal and income of the estate for distribution pursuant to the First and Final Account of the Executor, totals $405,761.36. A copy of the First and Final Account is attached hereto as Exhibit "A". 4. The Executor has reserved the sum of $7,500.00 to pay any additional expenses, including filing fees, fiduciary taxes and attorney fees that may be incurred to finalize and close the estate. Any unused reserve shall be distributed to the residuary beneficiaries as follows: two- thirds (2/3) to Edward M. Donald and one-third (113) to Joan D. DiSanti. 5. The balance remaining for distribution to the residuary beneficiaries stated as of October 31, /2001, less the $7,500.00 reserve fund totals $398,261.36. The Executor proposes to distribute the said $398,261.36 upon the execution and filing of this Agreement with the Court as follows: (1) (2) To: To: Edward M. Donald - $265,507.58 Joan D. DiSanti - $132,753.58 Total Distribution $398,261.36 6. The Beneficiaries acknowledges that the Executor has received the assets and has made the payments set forth in the First and Final Account. The Beneficiaries approve the said First and Final Account of the Executor as stated, in its entirety. 7. The Beneficiaries consent, approve and agree that the remaining balance of the estate assets shall be distributed as set forth in paragraph 5 hereinabove. 8. Without intending to limit the rights or remedies of Executor or his attorneys, the Beneficiaries further agree to indemnify the Executor or his attorneys, and save them harmless against all liabil.i.ty, loss, and expense (including, but not limited to, costs and counsel fees)',,----, which they, may incur, whether due to their, negligence or otherwise, as a result of making the .Jr above-described. distributions without a court audit. The Beneficiaries hereby forever fully .~ release, compromise, settle and discharge any and all claims, demands, actions or causes of u action, legal or equitable, absolute or contingent, vested or hereafter to accrue, which they may ...,~e.. 1. have against any other party hereto or against the Estate of Ruth M. Donald or the Executor or 4fet'\;\ his attorneys thereof, by reason of any matter, cause or thing growing out of or relating to any Df property or assets of the said estate, or growing out of or relating to any act of the Executor or his ft attorneys, in the administration of said estate, even if attributable to negligence, and agree that in ,'\-t. no event shall the said period for collection of any erroneous distribution or distributions be less {,f(~~ h~ than two years after the actual discovery thereof by the Executor or his attorneys. rel'e \led I~ 1~/o: 9. The Beneficiaries agree to execute such additional releases as the Executor or his attorneys, may submit to them in order to confirm their discharge from any further liability to the parties in connection with the said estate. 10. This Agreement may be executed in multiple counterparts and, when so executed by all parties hereto, shall be binding upon all the parties, and their respective heirs, next-of-kin, personal representatives and assigns. IN WITNESS WHEREOF, the parties have hereunto set their hands and seal the day and year hereafter set forth. Dated~ll (l.' /'1 ,2001 ~jLJ9~)8JQ ~d M. Donald, Executor o!) Dated7)a. (! , . i (j , 2001 Dated J~:iH7. 1) iJ ~ , 200~ COMMONWEAL TH OF PENNSYL VANIA : ss. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Edward M. Donald, Executor of the Estate of Ruth Major Donald and Beneficiary of the Estate of Ruth Major Donald, who being duly sworn according to law, deposes and says that the facts contained in the foregoing First and Final Account are true and correct to the best of his knowledge, information and belief. ~~~9MLA 9~ L Edward M. Donakr SWORN to and subscribed before me this t ~ day of 0'( c ~bW 2001. (.',~dlvLdtvv..{ /0 Notary Public My Commission Expires: NOTARIAL SEAL CHRISTINA L. NICHOLAS, Notary Public Susqueh?n~a Twp" Dauphin County My CommISSIon Expires June 20, 2005 COMMONWEAL TH OF PENNSYL VANIA : ss. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Joan D. DiSanti, Beneficiary of the Estate of Ruth Major Donald who being duly sworn according to law, deposes and says that the facts contained in the foregoing First and Final Account are true and correct to the best of his knowledge, information and belief. .~ ifVY1 ~, ~l~4a ' ' J Joan D. DiSanti SWORN to and subscribed betl re me this 1 r:J. day of 20~ My Commission Expires: NC1ari::;1 Seal Loretta J. HC{1c:':,,~. Notary Public Media Bore, [)r->::;'NGic: C::ounly My CO,;lmi"sion Exc,rp$ tvi,,!';' 26, 2003 Mem bl~r, Penn SYI" amaA~LCc.-;:itiOii'077'J(;Grree ,. Donald 1st & Final acct scn/est COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION 9TH JUDICIAL DISTRICT Bureau File No.: 21 01-0236 No. 2001-00236 ESTATE OF RUTH M. DONALD, DECEASED LATE OF THE TOWNSHIP OF HAMPDEN FIRST AND FINAL ACCOUNT OF EDWARD M. DONALD, EXECUTOR Date of Death: Letters Granted: First Complete Advertisement of Letters: Account Stated To: February 20, 2001 March 2,2001 April 5, 2001 October 31,2001 NICHOLAS & FOREMAN PC bY~~ .,. STEVE C. NICHOLAS, ESQUIRE 4409 North Front Street Harrisburg, PA 17110-1709 Supreme Court J.D. 06845 (717) 236-9391 SUMMARY OF ACCOUNT PRINCIPAL PRINCIP AL PER INVENTORY FILED $435,300.29 ADJUSTMENTS TO PRINCIPAL Waypoint Bank #400002275 (Add) PSECU # 0164261904 (Add) Fleet Services # 1000618577 (Add) Commerce Bank #0512097023 (Add) Comcast - Refund (Add) Inheritance Tax Refund (Add) $4,837.58 $ 924.04 $5,440.13 $ 4.95 $ 7.18 $ 2,106.42 PRINCIP AL RECEIPTS AS ADJUSTED PRINCIPAL DISBURSEMENTS (Less) $ 13,320.30 $448,620.59 $ 44,506.27 $404,114.32 TOTAL PRINCIPAL ADJUSTMENTS (Less) NET PRINCIPAL BALANCE INCOME INCOME RECEIPTS $1,647.04 TOTAL INCOME DISBURSEMENTS $ -0- TOTAL PRINCIPAL AND INCOME BALANCE $ 1,647.04 $405,761.36 NET INCOME BALANCE (Less) TOTAL ASSETS FOR DISTRIBUTION RESERVE (Less) TOTAL BALANCE FOR DISTRIBUTION $ 7,500.00 $398,261.36 PRINCIPAL DISBURSEMENTS Payee - Purpose Rosenstock Funeral Home - Burial Ramada Inn - Luncheon Clerk of Orphans' Court - Probate Fee Cumberland Law Joumal- Advertising The Sentinel - Advertising Clerk of Orphans' Court - Filing fee Conner, Rich - Open Account Central Penn MRI - Open Account Department of Revenue - Inheritance Tax Country Meadows- Open Account H&R Block - Tax preparation Edward M. Donald - Commission Nicholas & Foreman - Fees TOTAL PRINCIPAL DISBURSEMENTS Amount $ 5,026.20 $ 271.43 $ 369.00 $ 75.00 $ 77.63 $ 15.00 $ 88.83 "$ 11.17 $19,668.00 $ 218.01 $ 127.00 $16,059.00 $ 2,500.00 $44,506.27 INCOME RECEIPTS Commerce Bank #0616238706 5/31/01 to 10/31/01 (Add) $1,647.04 Total Income Receipts $1,647.04 INCOME DISBURSEMENTS Payee - Purpose Amount There have been no income disbursements to date. Any income disbursements payable shall be paid from the reserve fund. Total Income Disbursements (Less) $ -0- NET INCOME BALANCE $1.647.04 RESERVE Your Accountant shall reserve the sum of $7,500.00 for payment of final fiduciary income taxes, filing fees, and any additional estate expenses. Any remaining balance shall be distributed in equal shares to the estate beneficiaries. TOTAL RESERVE $7,500.00 COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Edward M. Donald, Executor of the Estate of Ruth Major Donald who being duly sworn according to law, deposes and says that the facts contained in the foregoing First and Final Account are true and correct to the best of his knowledge, information and belief. ~~I/I fJ~ ~ Edward M. Donald SWORN to and subscribed before me this ,~"''f\ day of j)ttrM-6tt{{ 200l. ~twlc~ Jl4~ Notary Public My Commission Expires: NOTARIAL SEAL CHRISTINA L. NICHOLAS, Notary Public SU~eh?"~a Twp., Dauphin County M GomftlJss!gnJxpires June 20,2005 , COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION 9TH JUDICIAL DISTRICT Bureau File No.: 21 01-0236 No. 2001-00236 ESTATE OF RUTH M. DONALD, DECEASED LATE OF THE TOWNSHIP OF HAMPDEN PROPOSED DISTRIBUTION SUGGESTED BY EDWARD M. DONALD, EXECUTOR NICHOLAS & FOREMAN PC by ~--cAJ ~ STEVE C. NICHOLAS, ESQUIRE 4409 North Front Street Harrisburg, PAl 711 0-1709 Supreme Court LD. 06845 (717) 236-9391 PROPOSED DISTRIBUTION All inheritance taxes, administration expenses, claims and debts of the Estate have been or are to be paid in full. All claims presented for payment have been or will be paid. Under the terms of the Last Will and Testament at ITEM III, Testatrix devised and bequeathed two-thirds (2/3) of the rest, residue and remainder of her estate to her son, Edward M. Donald providing he survived her by thirty (30) days. Under the terms of the Last Will and Testament at ITEM IV, Testatrix devised and bequeathed the remaining one-third (1/3) of the rest, residue and remainder of her Estate to her daughter, Joan D. DiSanti providing that she survived her by thirty (30) days. Both Edward M. Donald and Joan D. DiSanti survived the Decedent by thirty (30) days. The balance of the assets remaining for distribution, including principal and income, less a reserve of $7,500.00 totals $398,261.36. Your account proposes to distribute the balance of $398,261.36 in accordance with the Decedent's Last Will and Testament, as follows: TO: Edward M. Donald TO: Joan D. DiSanti Total: $265,507.58 $132,753.78 $398,261.36 The balance of $7,500.00 shall be held in reserve to pay any further miscellaneous expenses, fiduciary income taxes, etc., at the discretion of the Executor and any balance thereafter remaining, shall be divided two-thirds (2/3) to Edward M. Donald and one-third (113) to Joan D. DiSanti. COMMONWEAL TH OF PENNSYL VANIA ss. COUNTY OF DAUPHIN Personally appeared before me, a Notary Public, in and for said Commonwealth and County, Edward M. Donald, Executor of the Estate of Ruth Major Donald, who, being duly sworn according to law, deposes and says that the facts contained in the foregoing Proposed Distribution are true and correct to the best of his knowledge, information and belief. ~~#tA9~ CR:J. Edward M. Donald SWORN to and subscribed before me this I ~4--\1 day of D <(J.lA-lt3 ~ 2001. ~~cJkLc1dGP Notary Public My Commission Expires: NOTARIAL SEAL CHRISTINA L. NICHOLAS, Notary Public SUSQUeh?O~a Twp., Dauphin County I My Commission Expires June 20. 2005 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATEOFPENNSYLVANIA : SSe COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: MARCH 30, APRIL 6, 13,2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject lllatter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~~l _ R ger M. Morgenthal, EdItor Donald, Ruth Major, dec'd. Late of Hampden Township. Executor: Edward M. Donald, 1462 Clover Road, Camp Hill, PA 17011. Attorneys: Steve C. Nicholas, Es- quire, Nicholas & Foreman P.C., 4409 North Front Street, Har- risburg, PAl 711 0-1709. SWORN TO AND SUBSCRIBED before me this 13 day of APRIL. 2001 N SEAL LOIS E. SNYDER. NC?fary Public Carlisle Boro, Cumberland County My CommIssIon Expires MM:h 5, 2005 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Sherry Clifford, Classified Ad Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication Letters Testamentary on the Estate of RUTH MA- JOR DONALD, late of Hampden Township, Cum- berland County, PA, de- ceased, have been grant- ed to the undersigned. All persons indebted to said Estate are required to make immediate payment and those having claims. will present them for set- tlement to: Edward M. Donald, Executor 1462 Clover Road Camp Hill, PA 17011 Or to: Steve C. Nicholas, Esquire Nicholas & Foreman, P.C. 4409 North Front Street Harrisburg, PA 17110-1709 March 22 and 29 and AprilS, 2001 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. r ,/;1 \\ J /' ~ V /1 .~ . ~ ~~~;'/ , ..u/' . . ""~.' .; / " /." ;/1/ AJfr'i111 , 2001 Sworn to and subscribed before me this 11 th day of April , 2001. ~ O'~Yj Notary Public My commission expires: NOTARIAL SEAL SHI~lEY O. DURNIN, Notary Public Carfisle ~r?. Cumberland County CommISSIOn Ex 'res Au . 9, 2003 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 1/06/2003 EDWARD M DONALD 1462 CLOVER ROAD CAMP HILL, PA 17011 RE: Estate of DONALD RUTH MAJOR File Number: 2001-00236 Dear Sir/Madam: It has corne to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/20/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: j File Counsel Judge RE\"1S00EXi6'~i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 /h -02/.y~- REV-1500 t/ OFFICIAL USE ONLY w ... ~:$.(I) u"'" w"u ",00 U"... ..<II .. " FILE NUMBER 2 1 - 0 1 INHERITANCE TAX RETURN RESIDENT DECEDENT YEAR NUMBER o 2 3 6 ----- COUNTY CODE I- Z W C W U w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) roNALD, Ruth Major a/k/a roNALD, Ruth M. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 02-20-2001 06-04-1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) NA SOCIAL SECURITY NUMBER 164 - 26 - 1 904 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [K] 1. Original Return o 4. Limited Estate IX] 6. Decedent Died Testate (Attach copy o!WnI) D 9, Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date 01 deall1 after 12-12..a2) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (dale of dealll between 12.31.91 and 1.1.95\ o 3. Remainder Return (date otdealh priOl" to 12-13.82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A} (AltachSch 0) ... z w o z o .. '" w " " o u F1RM ~AMi (If Appli~blel N:LCho as IX Foreman, PC TELEPHONE NUMBER (717)236-9391 4409 North Front Street Harrisburg, PA 17110-1709 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) OFFICIAL USE ONLY z o ~ ::l l- ii: < u W l:t: 3. Closely Held Corporation, Partnership or Sote-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6, JoinUy Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabillties, & Liens (Schedule I) 11. Total Deductions (total Unes 9 & 10) (11) 24,503.26 (12) 410.797.03 (13) (14) 410,797.03 435,300.29 (6) (7) (B) 435,300.29 (9) (10) 24,403.26 100.00 12. Net Value of Estate (line 8 minus Line 11) 13. Charitable and Governmental BequestsJSec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;t I-' ::l C. :::E o U X i:! 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) x 045 (16) x .12 (17) x .15 (18) (191 18,.1eS.87 410,797.03 18,485.87 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT jMATFti<:~if' "'r:::l(\"t'>#'~f~~,d'V" :1;y?',~"'~" 20 > > BE SURE TO IOMSWERltiLr. QU ~" Decedent's Complete Address: STREET ADDRESS 4905 East Trindle Road CITY Mechanicsburg I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Creditslpayments A. Spousal Poverty CrOOil B. Prior Payments C. Discount (1) 18,485.87 19,668.00 98, 40 Total Credits (A + B + C ) (2) 20,651.40 3. InteresUPenalty it applicable D. interest E. Penalty TotallnteresUPenalty ( D + E ) (31 4. If Une 2 is g,eater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 2,165.53 5. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) -0- A. Enter the interest on the tax due. (SA) B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT -0- PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 IJj: b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 Ol: c. retain a reversionary interest; or.....................................................,.................................................................... 0 g d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 IJj: 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 IJj: 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 Ol: 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penallies of perjury, I declare thai I have examined this retum, induding accompanying scf1edules and statements, and to the aest of my knowlsdga and belief, if is true, correct and complete, Declaration of preparer other than the personal representative is based on all informa' whicl1 pre has any knowledge. DAT(j9~~ 1-0/ SIGNATURE OF PERSON RESPONSiBLE FOR FILING RETU >~ P {) '-- . ADDRESS 1462 Clover Road, Camp Hl11, PA 17011 SIGNATURE OF PREPARER 0 AN REPRES NTATlVE ~~E 2 / -01 ADDRESS 4409 North Front Street, Harrisburg, PA 17110-1709 "~S~ii'1~S!l'~';;;'2";,jj';1;ff~;,;f;:;';~;;,,'t~'!,,~__~iI1~UI.J .. ..I J1U111.. -;fr,'J.\!j1 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the lax rate imposed on the net vaiue of transfers to or for the use of the survivin9 spouse is 0% [72 P.S. 99116 (al (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 PS. g9116(a)(1.2)] The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)]. The tax rate imposed on the net value of Iransfers to or for Ihe use of the decedent's siblings is 12% [72 P.S. 99116(a)(I.3)]. A siblin9 is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Donald ruth will scn/wills LAST WILL AND TESTAMENT OF RUTH MAJOR DONALD I, RUTH MAJOR DONALD, of 4905 East Trindle Road, Mechanicsburg, Cumberland County, Pennsylvania 17055, declare this to be my Last will and revoke any will or Codicil previously made by me. ITEM I: I direct that all expenses of my last illness and funeral, including my grave marker and perpetual care, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate, without apportionment. ITEM III: I give, devise and bequeath two-thirds (2/3) of all the rest, residue and remainder of my estate, to my son, EDWARD M. DONALD, providing that he survives me by thirty (30) days. Should EDWARD M. DONALD predecease me or die on or before the thirtieth (30th) day following my death, then I give, devise and bequeath two-thirds (2/3) of all of the rest, residue and remainder of my estate, in equal shares, share and share alike, to my daughter-in-law, CARMELLA C. DONALD, and my granddaughters, STEPHANIE M. DONALD and KIMBERLY R. McCAUGHEY, providing that they survive me by thirty (30) days. Should CARMELLA C. DONALD, STEPHANIE M. DONALD and/or KIMBERLY R. McCAUGHEY, predecease me or die on or before the thirtieth (30th) day following my death, her share of my estate shall then go to her issue, per stirpes as are living following the thirty-first (31st) day following my death. ITEM IV: I give, devise and bequeath one-third (1/3) of all the rest, residue and remainder of my estate, to my daughter, JOAN D. DiSANTI, providing that she survives me by thirty (30) days. 1 Should JOAN D. DiSANTI predecease me or die on or before the thirtieth (30th) day following my death, then I give, devise and bequeath one-third (1/3) of all of the rest, residue and remainder of my estate, in equal shares, share and share alike, to my grandchildren, ALEXANDER DiSANTI, LYNN DiSANTI, SYBIL DePOLO and STEPHEN DiSANTI, providing that they survive me by thirty (30) days. Should ALEXANDER DiSANTI predecease me or die on or the thirtieth (30th) day following my death, his share estate shall then go to his issue, per stirpes as are following the thirty-first (31st) day following my death. before of my living ITEM V: I give, devise and bequeath to my Trustee hereinafter named, any share of my estate to which LYNN DiSANTI, SYBIL DePOLO and/or STEPHEN DiSANTI, shall be entitled to receive, IN TRUST, for the benefit of said beneficiary to be administered as follows: a. To pay the net beneficiary on a quarterly discretion of my trustee. income basis from said trust or more often, at to the such sole b. To pay so much of the principal as is deemed necessary for medical expenses, support, and other items of necessity of said beneficiary at the sole discretion of my trustee. c. The amount to be paid from principal for the benefit of my said beneficiary shall be determined from time to time by the need of my said beneficiary, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my said trustee directly to the beneficiary or may be made In the discretion of my trustee, directly to the person having the custody and care of my said beneficiary or may be made by my said trustee directly to any institution entitled to such payment by reason of services rendered or to be rendered to said beneficiary. In making the aforesaid payments, my said trustee shall give primary consideration to the individual needs of my said beneficiary and to other sources of income and funds, such as insurance proceeds, etc., available for the support of my said beneficiary. d. Should my beneficiary die and any balance of principal or accumulated income remains undistributed, under the terms of this trust, then such share shall be divided equally among my grandchildren, ALEXANDER DiSANTI, LYNN DiSANTI, SYBIL DePOLO and STEPHEN DiSANTI, who are then surviving. Any portion thus accruing to any of my said grandchildren for whom principal is 2 then held treated as in trust hereunder shall a part of such principal. be added to and thereafter ITEM VI: Should the principal of any trust herein provided for, be or become too small in the Trustee's discretion so as to make establishment or continuance of the trust inadvisable, my Trustee or my personal representative may make immediate distribution of the then-remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. If any such person is then a minor, distribution may be made to the guardian of the person of such minor. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding income beneficiaries or in remainder shall cease. ITEM VII: In addition to the power conferred fiduciaries previously in this instrument, and by authorize all fiduciaries without any order of court and sole discretion to: upon my law, I in their a. Retain any property and invest and reinvest any property, including by way of illustration and not by way of limitation, common stocks up to one hundred (100%) percent of corpus, stock of any fiduciary or parent corporation, any common or diversified trust funds maintained by any fiduciary or affiliated, related subsidiary or parent corporations, and any form of life insurance, except in any marital trust, annuity or endowment policies: and in so doing, any fiduciary may act without restriction to so-called legal investments and without responsibility for diversification. Any fiduciary may also keep reasonable amounts of cash in bank uninvested. b. Sell at public with or without security, give options for sales or or private sale, for cash or credit, and exchange or partition property and exchanges. c. Borrow and lend money from and to any person and/or corporation, including any fiduciary, and mortgage or pledge any property. d. Repair, alter, improve or lease for a period of time, any property and give options for leases. e. Vote in person or by proxy securities held by it and in such connection to delegate its discretionary powers. f. exercise lease, Subscribe for stocks, bonds, or other investments; any stock option or similar rights; join in any plan of mortgage, merger, consolidation, reorganization, 3 foreclosure or voting trust. and private securities thereunder, and generally exercise all the rights of security holders of any corporation. g. Purchase investments at premiums and charge premiums to income or principal or partly to each. h. So that title may pass by delivery, any fiduciary may register securities in the name of a nominee as designated by any corporate fiduciary or in the name of such other nominee as may be convenient. i. Compromise claims by or against my estate or trust including, without limitation, any questions relating to taxes or to any policy of life insurance. However, my fiduciaries need not institute litigation to collect on any policy unless they are reasonably indemnified for all costs, counsel fees and other expenses of such litigation. j. Retain and pay agent, employees, accountant and counsel (indicating investment counsel) for advice and other professional services. k. Make distribution in cash or in kind or partly in each. 1. Determine whether any stock dividend, stock split, extraordinary dividend or other item or receipt or expenditure shall be allocated to income or principal or partly to principal. My fiduciaries are relieved of all liability in making such allocations, and distribution shall be made without their being required to file an account for confirmation provided that these powers shall not be exercised with respect to any marital deduction trust. m. Hold, manage, invest and account for separate trusts either as separate funds or in one or more consolidated funds in which each trust shall own an undivided interest. n. Add to the principal of any trust created thereunder, any property received from any person by Deed, will or in any other manner. o. I hereby authorize my Executor and Trustee to continue any business or businesses in which I may be interested at the time of my death, whether or not said business is conducted by me at the time of my death, individually, as a partnership, or through a corporation wholly owned or controlled by me, with full authority to sell, settle and discontinue any of them, at such time or times and upon such terms or conditions which, in the 4 judgment of my Executor and Trustee, are for the best interests of my estate or any trust created by my will. p. Each fiduciary serving thereunder shall have the right from time to time, by instrument in writing, to relinquish, in whole or in part, any power given to him by law or under the provisions of this Will, provided that such relinquishment shall not bind his successors unless similarly relinquished in writing by them. ITEM VIII: I hereby authorize and empower my Executor hereinafter named to sell all of the real property and any or all of the personal property not specifically bequeathed herein, which I may own or to which I am entitled at the time of my death, in the sole discretion of my Executor at private or public sale, without an Order of Court, at such time or times and upon such terms as the said Executor shall deem proper for the best interests of my estate or of my beneficiaries, thereby converting the same into cash. I further authorize and empower my said Executrix to execute, acknowledge and deliver all proper writings and deeds of conveyance and transfer thereof. ITEM IX: I appoint my grandson, ALEXANDER DiSANTI, Trustee of any trusts created by this, my Last Will for the benefit of LYNN DiSANTI, SYBIL DePOLO and STEPHEN DiSANTI. I direct that my Trustee at his discretion may retain the services of a Corporate Trustee for the purpose of assisting him in the administration of any trust herein created. ITEM X: The principal and income of any bequests and trusts created hereunder shall be free from anticipation, assignment, pledge or obligation of any beneficiaries and shall not be subject to any execution or attachment or to voluntary or involuntary alienation. ITEM XI: I appoint my son, EDWARD M. DONALD, Executor of this, my Last will. In the event that EDWARD M. DONALD cannot serve as Executor for any reason, I then appoint my daughter-in- law, CARMELLA C. DONALD as Executrix. ITEM XII: I direct that my Executor, any trustee appointed herein, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, this ) frh day of I have Jut'\.(. hereunto set my hand and seal , 2000. B ~~- ~~ RUT MAJOR LD 5 The preceding instrument, consisting of this and five (5) other typewritten pages, identified by the signature of the Testatrix, was on the day and date thereof signed, published and declared by RUTH MAJOR DONALD, the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses hereto. .A__/VL~ of /UC(/t..-I{jJ ("U"A_/~ " ) i--4171/f> ! C l\!Vd~I;~(\. r/ 0\A...-c),v\i'{ao of riAr?.J1.lSiJv!?(;, fA 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, RUTH MAJOR DONALD, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by RUTH M. DONALD, this ){iJ1f-l day of ./"J'<-o( , 2000. {JkJifoltl,if;'t ,,f)~ ~ (A),' v<=------ Notary Public NOTARIAL SEAL Steve C. Nicholas, Notary Public Township of Susquehanna, County of Dauphin My Commission Expires Sept. 25, 2003 7 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN WE, the undersigned witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the will as a witness; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn undersigned 2000. to or affirmed witnesses, this and]"t1 subscribed /q day of before .; 0( -< me by the L/j'L '& ) l-lL~ - ') 1 ) . ~!iiAJX-<"'-- Witness" / ( C l\)\.,0i:1~(\ c2 Iw:Lw(c-o Witness. ~- (IV ~ Notary Public NOTARIAL SEAL Steve C. Nicholas, Notary Public Township of Susquehanna, County of Dauphin My Commission Expires Sept. 25, 2003 8 R8I"'''''I''nw COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Ruth Major Donald FILE NUMBER 21-01-0236 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 5. 6. DESCRIPTION Waypoint Bank #400002275 VALUE AT DATE OF DEATH 130,406.70 2. PSECU # 0164261904 a. Regular Shares b. Certificate 40,146.17 381.80 3. Fleet Pennsylvania Services, #1000618577 251,080.82 4. Mellon Bank Commerce Bank #0512097023 2,078.66 Commerce Bank #0410157892 11,206.14 TOTAL (Also enter on line 5, Recapitulation) $ 43 'i ,3QO. 29 (If more space is needed, Insert additional sheets of the same size) t-, Way~qtnKt LOOK FOR US. WE'LL GET YOU THERE. NICHOLAS & FOREMAN 4409 N FRONT ST HARRISBURGPA 17110 The information which you requested on the RUTH DONALD ESTATE (Social Security Number 164-26-1904) is as follows. Account Number(s) 400002275 Class of Account CERTIFICATE Date Opened 101599 Principal Balance 130000.00 Accrued Interest 406.70 Balance at Date of Death 130406.70 Account Ownership Name of Joint Owner, if any SOLE Date Ownership Was Established 101599 Additional Information Requested PLEASE COMPLETE W-9 s~elYI . 11 Kathy t. yout 1 Senior Services Rep. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com PSE(~ the finaneia/link May 14, 2001 Account # 0164261904 STEVE C. NICHOLAS 4409 NORTH FRONT ST HARRISBURG, PA 17110-1709 Dear MR. NICHOLAS: The following is the status of RUTH M. DONALD's account with PSECU as of the date of death. Joint Owner's Name Date Established Date of Death Date of Birth NONE 12262000 02202001 06041908 Share(s) Regular Shares (S 1) Share 50 24 Month Certificate Balance $ 381.18 40,000.00 Accrued Dividend $ 0.62 146.17 The dividend earned from January 1, 2001 through the date of death was $392.18. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincf!:lterelY, , 't.,/" , :eaCle Fairfa I Member Service Representative Finance Support Unit PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110~2990 . (717) 234-8484 . (800) 237-7328 Mailing Address: P.O. Box 670'\3, Harrisburg, PA 17106~7013' (717) 777-2100 (TOO)' (800) 472-1967 (TOO) Web Address: WWW.psecu.com Sa\lings federally insured up to $100,000 by the National Credit Union Administration. 1:::l5/25/01 14:38 UOD DEPT ~ 717 235 5502 NO. 872 1;>02 C) Fleet VOD DEPARTMENT Fleet Pennsylvania Services, Ine. PO. Box 5600 Scranton. PA 18505 May 25,2001 NICHOLAS & FOREMAN,P.C. 4409 North Front Slreet Harriisburg, pa. 17110 Altn: STBV E C NICHOLAS Re:EstalC of RUTH MAJOR DONALD Date of Dealh:Feb. 20,2lKll ;'1 I In respollse to your letter dated 05-07-01. the following is the information which you requested. I I I I I I I i , ,; ~::t , Account Account Title of Acct. Open Dote of Current Type No. Dale Death Bal. Balance CD 1000618577 Ruth Major Donald 7/8/98 $'25 I ,080. 82 $250,000.00 Edward M Donald POA If I can be of any fUlther assistance in lIlis malter, please feel free to contnct me "1570 330 3888. (!1?I~ Annette Loureiro VOD Represenlnti_e ;~~'r~i Commerce .Banl< Commerce Bank/Harrisburg N.A. 100 Senate Avenue P,O, Box 8599 Camp Hill, PA 17011 RUTH MAJOR DONALD 1462 CLOVER RG CAMP HILL PA 17011 /~-^ ^^-_.~, 20/ \ I *.' CHECKING *4* 50 PLUS CLUe BEGINNING AGCOUNT NUMBE;:{ 05120;)7023 TAX ID NUMBER PREVIOUS STA~EMENT BALANCE AS OF 01/26/01 .... ~PLU~~~~ 3 DEPOSITS AND OTHER CREDITS '~s 20 CHECKS AND OTHER DEBITS... CURRENT STATEMENT BALANCE AS OF 02/26/01 ..... NUMBER OF DAYS IN THIS STATEMENT PERIOD 31 STATEMENT DATE 02/26/01 ACCOUNT NO, 0512097023 CYCLE-OIl RATE 1.50000 164-26-1904 2,770.58 1,601.17 2,293.09 2,078.66 ------------------------------------------------------------ *** CHECK TRANSACTIONS SERIAL DATE 556 02/15 558 01/30 560 02/05 562 02/09 564 02/06 566 02/09 568 02/20 570 02/15 572 02/20 574 02/22 *** AMOUNT 48.73 100.00 28.37 12.00 20.00 19.75 7.18 100.00 650.00 53.74 SERIAL 557 559 561 563 565 567 569 571 573 575 DATE 01/29 02/12 02/08 02/08 02/15 02/12 02/12 02/20 02/23 02/21 AMOUNT 26.27 23.95 100.00 280.34 124.68 25.00 300.00 51.82 280.25 41.01 -.--------------------------------------.------------------ *** CHECKING ACCOUNT TRANSACTIONS *** DATE DESCRIPTION 02/02 DEPOSIT 02/12 DEPOSIT 02/26 INTEREST PAYMENT DEBITS CREDITS 663.51 934.00 3..66 ------------------------------------------------------------ *** BALANCE BY DATE 01/26 2,770.58 02/02 3,307.82 02/08 2,859.36 02/15 3,159.00 02/22 2.355.25 *** 01/29 02/05 02/09 02/20 02/23 PAYER FEDERAL ID NUMBER INTEREST PAID YEAR TO QATE 2,744.31 3.279.45 2.847.36 2.450.00 2.075.00 01/30 02/06 02/12 02/21 02/26 23-2324730 7.45 2 .644. 31 3,259.45 3,432.41 2.408.99 2.078.66 ---------------------------------------------------- *** INTEREST EARNED THIS STATEMENT PERIOD DAYS IN PERIOD ......................... INTEREST EARNED ........................ ANNUAL PERCENTAGE YIELD EARNED (APY).... .** 31 3.66 1.51% ---------------------------------------------------- NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION Commerce .Bank Commerce Bank/Harrisburg N.A. 100 Senate Avenue P.O. Box 8599 Camp Hill, PA 17011 STATEMENT DATE RUTH MA~OR DONALD 1462 CLOVER RD CAMP HILL PA 17011 02/28.101 ACCOUNT NO. -o-4.u~" ,89Z ,~ \ , / CYCLE-052 , / ' ~** SAVINGS *.* YES PREFERRED SAVING BEGINNING ~'CCOUNT NUMBER 0410157892 TAX ID NUMBER REVIOUS STATEMENT BALANCE AS OF 01.131.101 .... PLUS / 2 DEPOSITS AND OTHER CREDITS ~. 3 WITHDRAWALS AND OTHER DEBITS CURRENT STATEMENT BALANCE AS OF 02/28.101 ..... NUMBER OF DAYS IN THIS STATEMENT PERIOD 28 RATE 3.00000 164-26-190,. 19.053.81 1.152.33 9.000.0Cl 11.206.1" ------------------------------------------------------------ .** SAVINGS ACCOUNT TRANSACTIONS *** DATE DESCRIPTION 02/05 WITHDRAWAL 02.112 lolITHDRAlIIIAL 02.122 wITHDRAlIIIAL 02.123 DEPOSIT 02.128 INTEREST PAYMENT DEBITS 2,000.00 1.150.00 5,850.00 CREDITS 1,116.85 35."8 ------------------------------------------------------------ *** BALANCE BV DATE 01.131 19,053.81 02/22 10.053.8~ *** 02/05 02.123 17,053.81 11,170.66 02.112 02/28 iSiQO:3;;'i\ 11,206.1" I , PAVER FEDERAL 10 NUMBER INTEREST PAID YEAR TO DATE , 23-232"73-G....._.. 89.29 ---------------------------------------------------- *** INTEREST EARNED THIS STATEMENT PERIOD DAYS IN PERIOD ......................... INTEREST EARNEO ........................ ANNUAL PERCENTAGE YIELD EARNED (APY).... Ir*-* 28 35."8 3.04% ---------------------------------------------------- /~ ,,0 ~// ,;'rJ ~ //: //C; ~- (/9, 00 tit? /~ J / rJ I (] iJ .t<4 ,vj MaMOM I '10 A/I OM j,IIA ~ /y- d - I' 6 - (I- ~e+.) ~ NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION """"""'.".,,,.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Ruth Major Donald 21-01-0236 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Rosenstock Funeral - Burial 5,026.20 Ramada Inn - Luncheon 271.43 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Edward M. Donald 16,059.00 Sodal Sacurity Numbe~s) I EIN Number of Personal Representative(s) Street Address 14?f> rl~'7'::'-r 'Rn::an City Camp Hi 11 State PI\. Zip 17011 Year(s) Commission Paid: 2. Attorney Fees Nicholas & Foreman, P.C. 2,500.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimam to Decedenl 4. Probate Fees Clerk of Orphans 1 Court 369.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Advertising - Cumberland County Law Journal 75.00 8. Advertising - The Sentinel 77 .63 9. Filing Fees - Inventory & Tax Returns 25.00 TOTAL (Also enter on line 9, Recapitulation) $ 24,403.26 (If more space is needed. Insert additional sheets of the same size) REV.1SY;1U-\1.91) ESTATE OF ~~ . r'i, ,"'~ ",:.-:" . ~C..,' .' '",r, ~, ~ COMMONWEALTH CF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Ruth Malor Donald Include unreimbursed medical expenses. ITEM NUMBER 1. 2. DESCRIPTION FILE NUMBER 21-01-0236' AMOUNT Conner, Rich, Kearney, Torchia ~ssociates Medical Central p~ MRI Center - Medical 88.83 11.17 TOTAL (Also enter on line 10, ,qecapltulation) S 100.00 (If more space IS neeoed. :n~ert additional sneets Of the same size) REV-1513EX+(1.S7)~ ' .~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE IDENT DECEDENT SCHEDULE J BENEFICIARIES Ruth Major Donald FILE NUMBER 21-01-0236 ESTATE OF NUMBER L NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s} AMOUNT OR SHARE OF ESTATE 1. Edward M. Donald 1462 Clover Road Camp Hill, FA 17011 Son 2/3 of Residue 2. Joan D. DiSanti 101 west Jefferson Street Media, FA 19063-3226 Daughter 1/3 of Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART ll. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)