HomeMy WebLinkAbout05-01-06
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
No. ~\-6~,637r
Estate of
Ardella V. Flint
also known as
Ardella M. Flint and Dee V. Flint
, Deceased Social Security No.
John A. Morefield. Jr. and Frederick L. Morefield
206-38-9993
Petitioner(s). who isIanl18 yeatS of age or older. aPlliY(iesl for:
(COMPLETE "A" OR "B" BELOW:)
[J
A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of the
Decedent, dated Mav 30.1997 and codicil(s) dated
Slate relevanl circumstances. e.g.. renunciation. death of executor. etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate;
was not the victim of a killing and was never adjudicated incompetent:
NO EXCEPTIONS
D
B. Grant of Letters of Administration
(d.b.n.c.l.a.: pendente IRe; durante absentia; durante mlnoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following s~e (if any) and
heirs: 0 <= ,:-r.J
Name
Relationship
Residence
::S:J
<::r'o
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at
Messiah Villaae. 100 Mt. Allen Drive. UDoer Allen TownshiD. Mechanicsbura. Pennsvlvania 17055
(IiSlstteel. runber and mooiCipalily)
Decedent. then 96 vears of aae. died March 21. 2006. at Messiah Villaae. 100 Mt. Allen Drive. UDDer Allen Townshio. Mechanicsbura.
Pennsvlvania. (I.ocation)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ........................................................................................... $
(If not domiciled in PA) Personal property in Pennsylvania...................................................................... $
(If not domiciled in PA) Personal property in County................................................................................ $
Value of real estate in Pennsylvania ............................................................................................................................$
Total.... .... .... ... ....... ..... ..... ...... ....... ...... .................... ......... .... ...... ..... ...... ...... ... ...... $
875 000.00
o
875.000.00
Real Estate situated as follows: None
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the
undersigned:
Signature
Typed or printed name and residence
John A. Morefield, Jr.
1 Woodstock Court
Mechanicsbu ,PA 17050-8230
Frederick L. Morefield
35960 Birch Hollow Road
Purcellville, VA 20132-2766
('
Form RW-1 Page 1 of 2 (Dauphin County) . Rev. 9/92
604520.1
Oath of Personal Representative
common~~IJIj1 of \'i"\lSyIVjlnia
County of ;V vY1 1 ltt nA
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 wen and truly administer the estate accordiJ;l9 to law.
2006
L(1'<- (('<t;'"6"~ cr
~~~
~
Sworn to and affirmed and subscribed
before me this ";)'1~ day of
~
l~
&~c.~ lChlh~
No.
Estate of --.f\ ~e I ~ VI. V I F \. "y DrSed
Social Security No:~b.0- ~~ .-e,qq 3 Date of Death: 3 / ?-' L D to
AND NOW, ~ r, \ 1 <b , 20J!1L, in consideration of the Petition on the
reverse side hereon, satisfac~~roof having been presented before me,
IT IS DECREED that Letters estamentary 0 of Administration
d \- 0 lu - 0 3 7?-'
are hereby granted to
d.b.n.c.l.; pendente IMe; durante absentia; durante mlnoritale
It
in the above estate and that the instrument(s) dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
$ J (PO 01)
$ :J- :f 00
$~
$
$
$
$ lS"".DO
Inventory....................... $
Other............................ $
19~"t5~ ~ -$~.(Opd... '-l \a, \0(.,
TOTAL................ $~
Form RW-l Page 2 of 2 (Dauphin County) - Rev. 1lI92 ~IJ~ I b ~
FEES
Letters.......................... .
Short Certificate(s)..........
I1eAI:Jn"idtioTl.. .W.iJ I.......
Affidavit ( ).................
Extra Pages ( ).. .. .. .. .. ..
Codicil......................... .
JCP Fee..~..f1:J.1J?.......
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Attorney: Stan lev A. Smith
1.0. No: 33782
Address: Rhoads & Sinon LLP. PO Box 1146
1 South Market Sauare. Harrisbura. PA 17108-1146
Telephone: 717-233-5731
Register of Wills of Cumberland County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of Ardella V. Flint
No.
() 1-- () lI'fJ 37 J-
also known as
Ardella M. Flint and Dee V. Flint
, Deceased
Henry W. Rhoads
a subscribing witness to the will presented herewith, being duly, qualified according to law deposes and says that he
was present and saw the above Testatrix sign the same and that he signed as a witness at the request of Testatrix in his
presence and in the presence of the other subscribing witnesses.
814 McCormick Road (Address)
Mechanicsburg, PA 17055
Sworn to or affirmed and subscribed
before me this ol1 day of
A'pr \ \ , 2006.
,~~ r dt.~
otary Pu .
COMMO WE TH OF PENNSYLVANIA
Notarial Seal
Cin<!LL. Leitzel, ~ Public
City of Harrisburg. DaupIUn County
My Commission Expires Dec. 2, 2006
Member, Pennsvllwnla Assodation of Notaries
My Commission Expires:
(Signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
NOTE: To be taken by officer authorized to
administer oaths. Please have present
the original or copy of Instrument(s} at
time of notarization.
Form RW.12 (Dauphin County. Rev. 9192)
97 .r.;
v .t)
nl'1ni
j\jU\;
605640.1
Register of Wills of Cumberland County, Pennsylvania
OATH OF NON-SUBSCRIBING WITNESS
Estate of ARDELLA V. FLINT
No. 'd l' 0 lJ -b3 7?--
also known as
, Deceased
YVONNE R. DURHAM.
a subscriber hereto, being duly qualified according to law, deposes and says that she was familiar with the signature of
Ardella V. Flint. testatrix of the will presented herewith, and that such subscriber believes the signature on the will is in
the handwriting of Ardella V. Flint to the best of such subscriber's knowledge and belief.
/'? . /JI__ /_
t..-t--/ ~ {)&.(.,(,(/~
Yvonne R. Durham
1010 Hemlock Lane
Enola, PA 17025
Sworn to or affirmed and subscribed
before me this
/}Cjl-
Q{. .0. day of
,2006.
1 "'1 0..7
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605666.1
105.805 REV 1/05
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy. by photostat or photograph.
Fee for this certificate, $6.00
p
12270454
No.
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Local Registrar .
MAR 2 2 2006
Date
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rn>eIPflllT IN
PERIlAHENT
.LACXINK
1 N.me of Decedenl (FwsL rriddte, IIIsl)
COMMONWEALTH OF PENNSVLV ANIA . DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH STATE FILE NUMBER
4. O....IlleoI._.clay,y..")
Ardella M. Flint
5~(la"_
96
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7. Dale 01 Bi1h MoIllh, d8. ,
Oct. 4
;. .... County of llOlI~
Vd/iL
13. Dec:adenfs Education
Eii'Y.~o<oollaly(O-l2)
PA
C\JJti:)erland
Upper Allen Twp.
I .
11. DlCIdfnt'sUs&J81 1M ol""'*donIdIJ' moslol'llOl" iltrdonol:slll.retirlld
Kind ot Work Kind of Busintssf1ndustry
Homemaker Own Home
16 Decdnt's UaIilg PddraI (SIntBI. c:lyAown, 11111, ~ codll)
Messiah Village
. 100 Mt. Allen Dr.
17a. SlSte
llb. Cou.ty
ClJnt)erland
19. Mother's Name (Frat. nii:iIe, maiden surname)
Addiebelle Tritt
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Frederick L. Vogt
201. InbmltN's Name (TYJ*prinr)
John Morefield
206-38-9993
March 21, 2006
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lienl 0 DCA Hura HomI 0 Aesi:lenct 0 CXher.
9 Was Otcttdfillll of Hispane 0rigI!? 10. Race: Amerean Indiln. 8Iact. While, etc.
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Mexi:an. P\.Iefkl Ran. *.~
White
onh ade ed
, CoIoge (1..", 5+)
14. Marlal Status: Married. Nwer mamed. 15. SU1vWlg Spouse lit _, give nllen name)
--(SpodI)!
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upper Allen
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Actual Umils of
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1 Woodstock Court, Mechanicsburg, PA 17050
2'1c. P'tIcI olD8posltion (Nlme01 cemeltwy. crtn'8IDrY OJ other placl)
Yorktowne Cremation Service
22<. IlI....IldAddr....Faci1ty Hoffman-Roth
219 N. Hanover St., Carlisle,
23b. license Num,er
21d.lJlcatioo(cty/loWll.""'.z\>codel
York, PA 17404
Funeral Home
Pa 17013
230. Ool. SiQrHId (Month. ""Y. yoar)
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CAUSE OF DEATH (See 111_" and Ulmpoa)
..,. 27. Pin I: Enter !he ~ - disePes. iljJries. 0( ~Ibns - thatdi'tdty caused tile dlait'!. 00 NOT errter t8Iminalevents such as cardiac erresl,
mpimory iiIlfISt. Of ventti::uIBr lriation Mhout ,ho~ the eOObgy. DO NOT abbrerillJ. Enter cri( one cause on l\ N.
_re CAUSE (rN/d.....'"
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32e. Injury al Work?
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320. D.I.orl~_,""y,yeor)
31. _ofOu,"
-6" N.1ulaI 0 H_icl.
o Accident 0 Pending Invesligalion
o Suicide Cl Could NoI Be Determined
lot.
331. Conftlw (chock........'
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To the beSt of n'If knOwtedOl, dIIIlh oecurNd .II the time, dale, and pIaet,lnd due to the c:aUll(S) and manner as stated._...."._.... .......__~_......._.._. "'_"'n~O
".cUeal eu,,*-Jcoroner
On tMbaS. 01 ~J1anc!lor }nvestlgatlon, In my opinion, ~Ih occumMI al the time, date, and place, and d.... to. th& calo1Se(s. and mat'II* as stat&d ......_.0
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buC not rlluling in lt1e underlyIng cause given in Part I.
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33b. SignIture and TIt.. of GertiftM
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35.
34. Name and Address of Person Who CotrlHaled CallSl of Oath (flam 27) Type/Prim
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100104jMay 6, 1997
LAST WILL AND TESTAMENT
OF
ARDELLA V. FLINT
I, ARDELLA V. FLINT, also known as DEE V. FLINT, of
Lancaster, Lancaster County, Pennsylvania, being of sound and
disposing mind and memory, do make, publish and declare this to be
my Last Will and Testament, hereby revoking all Wills and Codicils
by me at any time previously made.
1. TANGIBLE PERSONALTY. I give and bequeath all of my
household furniture and furnishings, automobiles, other motor
vehicles, books, pictures, jewelry, china, crystal, appliances,
silverware, wearing apparel, articles of household or personal use
or adornment, collections, artworks, boats and recreational
equipment and vehicles, together with all policies of insurance
thereon, to my sons, JOHN A. MOREFIELD, JR. and FREDERICK L.
MOREFIELD, to be divided between them in as nearly equal shares as
they shall select under the supervision of my Executor. If either
of my sons predecease me, the share of my deceased son shall go to
his then living children, in equal shares. If any such articles
cannot be fairly divided or distributed in kind in the opinion of
my Executor, such articles shall be sold and the proceeds thereof
shall pass as a part of my residuary estate.
i......,/
Page 1 of 13 pages
C'< -; .'-
;>J" '....1 "......
d !-u(p-tJ37J-
2. RESIDUE. I give, devise and bequeath all of the
rest, residue and remainder of my property, real, personal and
mixed, not disposed of in the preceding portions of this Will,
including all property over which I hold a power of appointment
(which powers of appointment I hereby exercise in favor of my
estate), as follows:
(a) One-half thereof to my Trustee hereinafter
named, IN TRUST NEVERTHELESS, to be held in accordance
with the provisions of ITEM 3 hereof (John's Trust).
(b) One-half thereof to my Trustee hereinafter
named, IN TRUST NEVERTHELESS, to be held in accordance
with the provisions of ITEM 4 hereof (Fred's Trust).
3. JOHN'S TRUST. My Trustee shall have, hold, manage,
invest and reinvest the assets of John's Trust, collect the income
and
(a) During the lifetime of my son, JOHN A.
MOREFIELD, JR., my Trustee shall pay to my son, John A.
Morefield, Jr., the net income derived from John's Trust
in installments not less frequently than quarterly. If
at my son's death he is survived by his wife, MARY ANN
MOREFIELD, then following my son's death my Trustee
shall pay to Mary Ann Morefield the net income derived
from John's Trust in installments not less frequently
than quarterly. Upon the death of the survivor of
myself, my son and his wife, the then remaining assets
of John's Trust shall be distributed to the issue of
John A. Morefield, Jr. then living, per stirpes;
provided, however, if any such issue is other than a
child of John A. Morefield, Jr. and has not then
attained the age of twenty-one years, each such issue's
share shall be retained by my Trustee, IN TRUST
NEVERTHELESS, each to be held, administered and disposed
of as a separate trust estate in accordance with ITEM 5
for the benefit of each such issue (the "Grandchild's
Trust") .
Page 2 of 13 pages
(b) During the life of my son and his wife the
then income beneficiary of John's Trust shall have the
right in each calendar year to withdraw from the
principal of John's Trust for any purpose and from time
to time (i) the aggregate sum of Five Thousand Dollars
($5,000) and, in addition thereto, (ii) at any time
after December 1 and prior to the expiration of the
calendar year, an amount equal to five percent (5%) of
the value of the principal of John's Trust as of
December 1 of said calendar year, less the aggregate
amount of all prior withdrawals made by the then income
beneficiary of John's Trust during said calendar year.
Any withdrawal rights not exercised by the then income
beneficiary of John's Trust in any calendar year shall
lapse.
(c) Notwithstanding the provisions of subparagraph
(a) above, upon the appointment of an independent
Trustee for John's Trust, as provided in ITEM 14 hereof,
the independent Trustee may, in the sole discretion of
the independent Trustee, pay to the then income
beneficiary of John's Trust such amounts of principal of
John's Trust as, in the sole discretion of said
independent Trustee, shall be necessary for the
maintenance, support, medical and nursing care of the
then income beneficiary of John's Trust, taking into
consideration any other means readily available to said
income beneficiary for such purposes.
4. FRED'S TRUST. My Trustee shall have, hold, manage,
invest and reinvest the assets of Fred's Trust, collect the income
and
(a) During the lifetime of my son, FREDERICK L.
MOREFIELD, my Trustee shall pay to my son, Frederick L.
Morefield, the net income derived from Fred's Trust in
installments not less frequently than quarterly. If at
my son's death he is survived by his wife, BETTY LOUISE
MOREFIELD, then following my son's death my Trustee
shall pay to Betty Louise Morefield the net income
derived from Fred's Trust in installments not less
frequently than quarterly. In addition, my independent
Trustee described in ITEM 14(b) may at any time pay to
the then income beneficiary of Fred's Trust such amounts
of principal of Fred's Trust as, in the sole discretion
of my Trustee, shall be necessary for the maintenance,
Page 3 of 13 pages
support, medical and nursing care of the then income
beneficiary of Fred's Trust, taking into consideration
any other means readily available to said income
beneficiary for such purposes. Upon the death of the
survivor of myself, my son and his wife, the then
remaining assets of Fred's Trust shall be distributed to
the issue of Frederick L. Morefield then living, per
stirpes; provided, however, if any such issue is other
than a child of Frederick L. Morefield and has not then
attained the age of twenty-one years, each such issue's
share shall be retained by my Trustee, IN TRUST
NEVERTHELESS, each to be held, administered and disposed
of as a separate trust estate in accordance with ITEM 5
for the benefit of each such issue (the "Grandchild's
Trust") .
(b) During the life of my son and his wife, the
then income beneficiary of Fred's Trust shall have the
right in each calendar year to withdraw from the
principal of Fred's Trust for any purpose and from time
to time (i) the aggregate sum of Five Thousand Dollars
($5,000) and, in addition thereto, (ii) at any time
after December 1 and prior to the expiration of the
calendar year, an amount equal to five percent (5%) of
the value of the principal of Fred's Trust as of
December 1 of said calendar year, less the aggregate
amount of all prior withdrawals made by the then income
beneficiary of Fred's Trust during said calendar year.
Any withdrawal rights not exercised by the then income
beneficiary of Fred's Trust in any calendar year shall
lapse.
5. GRANDCHILD'S TRUST. My Trustee shall have, hold,
manage, invest and reinvest the assets of each Grandchild's Trust,
collect the income and
(a) Until the beneficiary of the Grandchild's
Trust (the "Grandchild") shall have attained the age of
twenty-one years, my Trustee shall from time to time pay
to or for the benefit of the Grandchild such amounts of
the net income and principal of the Grandchild's Trust
as, in the sole discretion of my Trustee, shall be
necessary for the Grandchild's maintenance, support,
medical and nursing care and education, including
college and graduate education, taking into
consideration any other means readily available for such
Page 4 of 13 pages
purposes. At the end of each year any unexpended income
shall be added to the principal of the Grandchild's
Trust.
(b) After the Grandchild shall have attained the
age of twenty-one years, my Trustee shall distribute the
remaining principal and any undistributed income of the
Grandchild's Trust outright to the Grandchild. If the
Grandchild shall have died before attaining that age, my
Trustee shall distribute the then remaining principal
and any undistributed income to the issue then living of
the parent of the Grandchild who was a child of mine,
per stirpes, or, if such parent shall have no issue then
living, to my issue then living, per stirpes; provided,
however, in either event, if any such issue is then a
beneficiary of John's Trust, Fred's Trust or any
Grandchild's Trust hereunder, the share of such issue
shall be added to the principal of John's Trust, Fred's
Trust or such Grandchild's Trust as if an integral part
thereof, to be held, administered and disposed of in
accordance with the terms thereof.
6. PERPETUITIES PROVISIONS. Nothing herein is
intended to, nor shall it be construed to, postpone the vesting of
any part of the assets of any separate trust estate hereunder for
more than twenty-one years after the death of the survivor of me
and my issue living at the time of my death. At the expiration of
such period the assets of all the separate trust estates hereunder
shall immediately vest in fee simple absolute in and be
distributed outright to the person or persons then entitled to
receive the income therefrom, whether in my Trustee's discretion
or otherwise.
7. SPENDTHRIFT PROVISION. No interest in income or
principal of my estate or any trust created hereunder shall be
subject to attachment, levy or seizure by any creditor, spouse,
Page 5 of 13 pages
assignee or trustee or receiver in bankruptcy of any beneficiary
of my estate or of any trust created hereunder prior to the
beneficiary's actual receipt thereof. My Executor or Trustee
shall pay over the net income and the principal to the
beneficiaries herein designated, as their interests may appear,
without regard to any attempted anticipation (except as may be
specifically provided herein), pledging or assignment by any
beneficiary of my estate or of any trust created hereunder and
without regard to any claim thereto or attempted levy, attachment,
seizure or other process against said beneficiary.
8. SURVIVAL PRESUMPTIONS. Any person who shall have
died at the same time as I or under such circumstances that it is
difficult or impossible to determine who shall have died first,
shall be deemed to have predeceased me. Any person other than
me who shall have died at the same time as any then beneficiary of
income of my estate or a trust created hereunder or under such
circumstances that it is difficult or impossible to determine who
shall have died first, shall be deemed to have predeceased such
beneficiary.
9. FIDUCIARY POWERS. In the settlement of my estate
and during the continuance of any trust created hereunder, my
Executor and my Trustee shall possess, among others, the following
powers, exercisable without prior court approval, but in all cases
to be exercised for the best interests of the beneficiaries:
Page 6 of 13 pages
(a) To retain any investments I may have at my
death so long as my Executor or Trustee may deem it
advisable to my estate or trust so to do, including
securities owned, issued or underwritten by any
corporate Executor or Trustee or any of their
affiliates.
(b) To vary investments, when deemed desirable by
my Executor or Trustee, and to invest in such bonds,
stocks, notes, real estate mortgages or other securities
or in such other real or personal property, including
securities owned, issued or underwritten by any
corporate Executor or Trustee or any of their
affiliates, or as to which my corporate Executor or
Trustee or any of their affiliates are investment
advisors, as my Executor or Trustee shall deem wise,
without being restricted to so called "legal
investments" .
(c) In order to effect a division of the principal
of my estate or trust or for any other purpose,
including any final distribution of my estate or trust,
my Executor or Trustee is authorized to make said
divisions or distributions of the personalty and realty
partly or wholly in kind. If such division or
distribution is made in kind, said assets shall be
divided or distributed at their respective values on the
date or dates of their division or distribution. In
making any division or distribution in kind, my Executor
or Trustee shall divide or distribute said assets in a
manner which will fairly allocate any unrealized
appreciation among the beneficiaries.
(d) To sell either at public or private sale and
upon such terms and conditions as my Executor or Trustee
may deem advantageous to my estate or trust, any or all
real or personal estate or interest therein owned by my
estate or trust severally or in conjunction with other
persons or acquired after my death by my Executor or
Trustee, and to consummate said sale or sales by
sufficient deeds or other instruments to the purchaser
or purchasers, conveying a fee simple title, free and
clear of all trust and without obligation or liability
of the purchaser or purchasers to see to the application
of the purchase money or to make inquiry into the
validity of said sale or sales; also, to make, execute,
acknowledge and deliver any and all deeds, assignments,
options or other writings which may be necessary or
Page 7 of 13 pages
desirable in carrying out any of the powers conferred
upon my Executor or Trustee in this paragraph or
elsewhere in this will.
(e) To mortgage real estate and to make leases of
real estate for any term.
(f) To borrow money from any party, including my
Executor or Trustee, to pay indebtedness of mine or of
my estate or trust, expenses of administration, Death
Taxes or other taxes.
(g) To pay all costs, expenses, legally
enforceable debts, funeral expenses and charges in
connection with the administration of my estate or
trust.
(h) To vote any shares of stock which form a part
of my estate or trust and to otherwise exercise all the
powers incident to the ownership of such stock and to
actively manage and operate any incorporated or
unincorporated business, including any joint ventures
and partnerships, and to incorporate any such
unincorporated business, with all the rights and powers
of any owner thereof.
(i) In the discretion of my Executor or Trustee,
to unite with other owners of similar property in
carrying out any plans for the reorganization of any
corporation or company whose securities form a part of
my estate or trust.
(j) To assign to and hold in my estate or trust an
undivided portion of any asset.
(k) To hold investments in the name of a nominee.
(1) To compromise controversies.
(m) To disclaim, in whole or in part, any and all
interests in property owned by me at the time of my
death, including those passing to me by Will, intestacy,
contract, joint ownership, operation of law or
otherwise.
(n) To divide any trust hereunder into two or more
separate, but identical, trusts. To divide any trust
hereunder which would have a generation skipping
Page 8 of 13 pages
transfer tax inclusion ratio other than one (1) or zero
(a), into two (2) separate trusts which are fractional
shares, known as the "exempt trust" and the "nonexempt
trust". The exempt trust is that fractional share of
the total trust fund that has a generation skipping
transfer tax inclusion ratio of zero (a), and the
nonexempt trust is the remaining factional share of the
trust, with a generation skipping transfer tax inclusion
ratio of one (1). The terms and conditions of the
nonexempt trust and the exempt trust will be identical.
Any reference to a trust created under this Will,
without a further specification or limitation, shall be
deemed to refer to both the exempt trust and the
nonexempt trust, in proportionate amounts, where
relevant. The assets of each separate exempt and
nonexempt trust shall be held, administered and invested
as separate trusts, and my Trustee shall maintain
adequate accounting and records for both such trusts.
My Executor shall indicate on the federal estate tax
return filed for my estate that separate trusts will be
created (or funded) and clearly set forth the manner in
which the trust is to be severed and the separate trusts
funded.
(o) To designate one or more persons or a
corporation to act as ancillary fiduciary in any
jurisdiction in which ancillary administration may be
necessary, such ancillary fiduciary to serve without
bond or security and to have all powers, authorities and
discretions conferred hereunder.
(p) To employ and compensate from income or
principal, in the discretion of my Executor or Trustee,
investment and legal counsel, accountants, brokers and
other specialists, and, whenever there shall be no
corporate Executor or Trustee in office, a corporate
custodian, and to delegate to investment counsel
discretion with respect to the investment and
reinvestment of any or all of the assets held hereunder.
10. EXCULPATORY CLAUSES. In the settlement of my
estate:
(a) My Executor shall not be personally liable for
any loss to my estate or to any beneficiary of my estate
resulting from an election made in good faith to claim a
Page 9 of 13 pages
deduction as an income tax deduction or as an estate tax
deduction.
(b) In valuing property in my gross estate for the
purposes of any Death Tax, my Executor shall not be
personally liable for any loss to my estate or to any
beneficiary of my estate resulting from my Executor's
decision made in good faith to use a particular valua-
tion date.
11. TAX CLAUSE. All inheritance, estate and similar
taxes becoming due by reason of my death ("Death Taxes"), whether
such Death Taxes shall be payable by my estate or by any recipient
of any property, shall be paid by my Executor out of the property
passing under ITEM 2 of this Will as an expense and cost of
administration of my estate. Except to the extent above provided,
my Executor shall have no duty or obligation to obtain
reimbursement for any Death Taxes paid by my Executor, even though
paid with respect to proceeds of insurance or other property not
passing under this Will.
12. TRUST TERMINATIONS. Subject to the restrictions
set forth in ITEM 14 hereof, if, in the sole discretion of my
Trustee, at any time any trust hereunder is or becomes too small
to justify its maintenance as a separate trust, my Trustee,
without any liability to any person or remainderman whose interest
may be affected thereby and without the necessity of court
approval, shall terminate such trust by distributing all the
income and principal of the trust to the then income beneficiary
or beneficiaries of said trust. If any additions to any such
Page 10 of 13 pages
trust are received after its termination under this ITEM, such
trust shall be revived and this provision shall continue to apply
to it. The Trustee discretion herein granted shall in no event be
construed as giving any potential distributee of a trust the right
to compel a termination in whole or in part of such trust.
13. EXECUTOR APPOINTMENT. I hereby appoint my sons,
JOHN A. MOREFIELD, JR. and FREDERICK L. MOREFIELD, or the survivor
of then, as Executor(s} of this Will. In the event of the death,
resignation, refusal or inability of either of my sons to act, the
survivor shall act with all the powers granted to the two of them.
In the event of the death, resignation, refusal or inability of
both of my sons to act as Executor, DAUPHIN DEPOSIT BANK AND TRUST
COMPANY shall serve as my sole successor Executor. All references
in this Will to my "Executor" shall refer to my originally named
Co-Executors or to my sole successor Executor, as the case may be.
14. TRUSTEE APPOINTMENT.
(a) I hereby appoint JOHN A. MOREFIELD, JR. and
MARY ANN MOREFIELD, or the survivor of them, as
Trustee(s} of John's Trust established under ITEMS 2(a}
and 3 of this Will. Notwithstanding the foregoing, at
any time during the existence of John's Trust, the then
serving individual Trustee(s} may appoint an individual
(other than any of their children or grandchildren) or
entity having trust powers to serve as Co-Trustee with
the individual Trustee(s}. In the event of the
appointment of such additional individual or corporate
Trustee, said additional individual or corporate Trustee
shall, in its sole judgment, determine when it is
appropriate to (i) distribute principal of John's Trust
to or for the benefit of the then income beneficiary of
John's Trust; and (ii) make a discretionary
determination of the Trustee to terminate the Trust
Page 11 of 13 pages
pursuant to the powers under ITEM 12 hereof. In no
event shall John A. Morefield, Jr. and/or Mary Ann
Morefield participate in Trustee decisions applicable to
discretionary invasions of principal of John's Trust
under ITEM 3{c) or termination of John's Trust under
ITEM 12 hereof.
(b) I hereby appoint FREDERICK L. MOREFIELD, BETTY
LOUISE MOREFIELD and O. LELAND MAHAN, or the survivor(s)
of them, as Trustee(s) of Fred's Trust established under
ITEMS 2(b) and 4 of this Will. Notwithstanding the
foregoing, at any time during the existence of Fred's
Trust, Frederick L. Morefield and Betty Louise
Morefield, or the survivor of them, may remove, without
cause and without court approval, O. Leland Mahan, and
replace him with another individual (other than any of
their children or grandchildren) or entity having trust
powers to serve as Co-Trustee with them or the survivor
of them. O. Leland Mahan, or any Trustee appointed as
his successor, shall, in his sole judgment, determine
when it is appropriate to (i) distribute principal of
Fred's Trust to or for the benefit of the then income
beneficiary of Fred's Trust; and (ii) make a
discretionary determination of the Trustee to terminate
the Trust pursuant to the powers under ITEM 12 hereof.
In no event shall Frederick L. Morefield and/or Betty
Louise Morefield participate in Trustee decisions
applicable to discretionary invasions of principal of
Fred's Trust under ITEM 4(a) or termination of Fred's
Trust under ITEM 12 hereof.
(c) I appoint my sons, JOHN A. MOREFIELD, JR. and
FREDERICK L. MOREFIELD, and DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, or the survivor(s) of them, as Trustee of
any Grandchild's Trust established under ITEM 5 hereof.
So long as the issue of any individual Trustee is the
beneficiary of any Grandchild's Trust created under ITEM
5 hereof, such individual Trustee shall not (i)
participate in any discretionary determination of the
Trustee to distribute principal or income of such trust
to or for the benefit of his issue; or (ii) participate
in any discretionary determination of the Trustee to
terminate the Trust under ITEM 12 hereof.
(d) In all cases hereunder, an individual Trustee
shall be deemed to have failed to serve as Trustee if,
among other reasons, the then treating physician of said
individual Trustee shall certify in writing that such
Page 12 of 13 pages
Trustee possesses permanent or physical incapacities
which preclude such Trustee from discharging his or her
duties as Trustee hereunder. In addition, any Trustee
serving hereunder shall have the right to resign from
such office at any time, with or without cause and
without court approval. No successor Trustee shall be
liable for the actions of a resigning or removed Trustee
occurring prior to such successor Trustee taking office.
All references in this Will to my "Trustee" shall refer
to the Trustees herein provided and any successor Co-
Trustees or sole successor Trustee, as herein provided,
as the case may be.
15. WAIVER OF BOND: FIDUCIARY FEES. Any Executor or
Trustee shall qualify and serve without the duty or obligation of
filing any bond or other security. Any individual fiduciary shall
be entitled to reasonable hourly compensation based upon the time
actually devoted by said fiduciary to his or her duties. Any
corporate fiduciary shall be entitled to compensation for services
in accordance with the standard schedule of fees in effect when
the services are rendered.
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding
thirteen (13) pages, this 3 C <:!--da(i:ili ::"~ ~~ 199:~EALJ
Page 13 of 13 pages Ardella V. Flintn. 4-
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We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-named
Testatrix as and for her Last Will and Testament, in the presence
of us, who, at her request and in her presence and in the presence
of each other, have hereunto set our hands and seals the day and
year above written, and we certify that at the time of the
execution thereof, the said Testatrix was of sound and disposing
mind and memo
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(SEAL)
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