HomeMy WebLinkAbout2025_DUNBAR_DAVID_128_334_02-22-1978_03-03-1978'0 ~c
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63-78-207
LAST WILL AND TESTAMENT
of
DAVID McCARRELL DUNBAR
And now March 3,1978,it be-
ing adjudged that said will aftd codicil
has been proved,it is.hereby'
admitted to probate and or-
dered to be recorded and Let-
ters Testamentary are issued
to MELLON BANK,N.A.in said
testament named who was duly
qualified.
Harvey stuart,Register
tI
G.ASHTON 8ROWNLEE
ATTORNIEV AT LAW
WASHINGTON.PA.
n.VOl,.~PA(l'R~.1st..-c11/2
,"J"'7B~;}.07
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...
SECOND CODICIL TO MY WILL
OF JANUARY 15,1960
David McCarrell Dunbar
G.ASHTON BROWNLEE
ATTORNEY AT LAW
WASHINGTON TRUST BUILDING
WASHINGTON.PENNA.
The Tacde Law Prim.Pabu.&en.Ratlaad,y",
~
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l\ppltrattult fur llJnlltatr l1f ll11ill
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David McCarrell Dunbar,a/k/a David M.Dunbar,
of.....~!.~.!.~..!?:...~~.~.~E~.~,~.~..!?..~.~.~.~E.?....~.f..~.f..~...I?.:,:~!1..:...9.!~nbar
MM ..Iate of ~.~.!.y.~.~~.~.:.~.~.~.~~9..~" ,Was!lillgtoll COUllty,
Pcullsyhjlllia deceased,and <'.6rulll £l{iCrttrrn [rll11Il\Il'II!Uf!J.
REGISTER'S OFFICE,I.
WASHINGTON COUNTY,r SS..
Defore the Register of Wills of 'Washington
Mellon Bank N.A.Successor by MerQer to MellonNatIonaTtsankan-d Trust Gompany,represented by L.C..
Cou Ilty,personal1y nppe ared Add1ema~.i'..1t.s A.s.stS'tan.t..eprtrst..00i.C'e.r..~who be1I1 g
duly sworn says that.....~.~l.~t.t~~.~~f..~~:f.r.~.\f.e.t.D.g:/.:.~:z.!Pt1~.~.\.:.M.\.5fS)J~:.t.late resident of
..C.it¥o.f..l1.as.lliugtou ,\Vashington County,Pennsylvania,a citizen of...U S A.died
Washington Hospital
testate at...W.ashin.g.ton.,...F..e.n.ns.y.L}/.a.nia.on the ??..Q.9.day of...f..~9.r.y.§;r.y.A.D.19 7.8..
at...?o'c1ock.~..\m.,age 8.l...leaving an estate of the estimated value of $unde.te.rmin.ed .
personality,and $D.9.realty,said real estate being located in :..:..
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The decedent's legatees and devi.sees are as follows:
~
NAME RELATIO:-;SHIP RESIDE:-;CE
,418 Leonard Avenue~
Helen A.Dunbar Wife Washington,PA 15301
Mellon Bank,N .A.,Successor by Iv1erger to -
lVlellon !\J"ltlonaJ Hank and 1 run CCr:lpany,40 South ~·1ain Street
Trustee -Contingent Beneficiary None Washington,PA 15301
.
Testator has u.~.L married and IlQ children have been born since the
execution of the will ofTer::d for probate.
January 15,1960,and Second Codicil
Petitioner prays that the paper writing filed herewith dated th~.r.etQ..d.ate.d..M.a.y...2.8 19..7.5 .
may be admitted to probate as the last \Vill and Testament of said decedent,and to grant Letters Testamen-
tary thereon to r~.!':.1~9.u.I;?§;D.Is.,..J)I:.,..6.:__..
whose postofTice address is :19.§.9.y..t.I:!M.9.-.iX1 $..tJ-:g.~.t..\...w.§;R.b.i.p..gt.Q.n.,P..~.nn.s:tl.y.ania ..153Ql.._..
------..;..--------------------------~--""
Sworn to and subscribed before me this ~.~.~..
day of..~.~EE.b A.D.19 Z§..
_2f..<kW.~:J~';;:£;.
Mellon Bank,N.A./l /J~~e d~~.
Assistant Trust Officer
COI\1MONWl':i\LTII OF PE.NNSYLVANIA,}
\Vi\SlliNGTON COUNTY,.SS.:Mellon Bank,N.A.,represented by L.C.
78 Addleman,its Assistant Trust OfficerAlldnowMar.c::ll..2.,19 ,conIcs ..
who being duly sworn doth deposc and say thal..~.!\\'ill \\'cll :l11U truly administer the goods and chat-
David McCarrell Dunbar,a/k/a David M.Dunbar,
teIs,rigllts and credits of....a.j.14.j..a .Q .M'-'C-a.F.F€-l-l...l)u-9l?iU..j'..&!-k!-a..g··M··gl:ll'lbaT···deceased,
to the best of ..J~.~........skill and judgment in strict compliance with the laws of this Commonwealth,mind-
[ul of the laws relating to inheritance ta.'{es.
Sworn and subscribed before me this 3~9...
day of.~.?:.:.c;:~:A.D.19..??...
;I ~({i3.......................(.d ·······R~·~~~~·;..···
Mellon Bank,N.A •
..?~(?(!.jlJ~-
Assistant Trust Officer
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63-78-207
QlnmmnuUtralt~nf
1lllIU.!iqtugtnu C!Lnuuty•.!i.!i:
'ruunyluauia
March
BE IT REMEMBERED,That upon this ?day of...~.
19 7.8...,before me Harv.e.y s..tuar.:t M Register for the probate of
Wills and granting Letters of Administration within and for said county,came .
G.Ashton Brownlee &Samuel M.Linduff
............................................................................................................the subscribing witnesses to the foregoing attached Will of
.....Pay.i.d....M.c.C..arr..e.ll...D.unb.ar.....aka...D.av.id...M.......D.unb.ar.....aka....D.~.....Mc.C.ar.r.el1...D.unb.ar.....akaD.M.Dunbar
deceased,who,after being duly qualified according'to law,depose and say:That they were present at the
execution of said Will-saw the testat..9.r.sign the same-heard h.:1JP.publish it as and for
h · I ","Till d T h 1 his .his d',............~.s ast vv an estamentj t at t 1ey at...request,ill presence,an III t.:le
presence of each other,subscribed their names thereto as witnessesj and at the time of the doing thereof said
testat...9..r.was of sound,disposing mind,memory and understanding,to the best of the affiants'
knowledge and belief.
Sworn and Subscribed Before Me
63-78-207
Cltouuty of lIa11qiugtou.1111.
Register's Office .:F.~J;L A.D.,19 7fJ
Personally appeared p..~~.~~.~.~~~..g ~.~.h..~C?.~J3.tC?~.+.-.~.~the subscribing witnesses to
Codicil No 2 under date of M.a.y 2..s..~l9.7.5 to the fo-:e-
gQing J~st will and t~stament of...Dayi.d...McC.arr.ell...Dunb.ar....aka Dayi.d M~P'Yn.~e~a,D.McCarrell Dunbar aka D.M.Dunbar
dated J.an....1.5 19 60.,and on t.b.e.i.r.solemn Q.gtb.did say tr.at
·M·~·····B~1·:e.~·a···i)·~····Mdf~~~~ftn~%~e~daf{arM~~~b~g·~~;r~;U P.w:lp.~I.'~.~.P?Vid
deceased,the testa t.Q.~.therein named,sign,publish and declare the same as and for a Codicil
to h.~.~Jast will and testament,and that at the doing thereof...he .
was of sound disposing mind,memory and understanding,to the best of the affiant's knowledge
and belief.
.........S.wo.rn and subscribed
before me the day and year aforsaid.~mA.~-/
)I,..~..~~~~:..e..-
WILL
I,DAVID McCARRELL DUNBAR,of the City of Washington,
County of Washington,Commonwealth of Pennsylvania,do hereby make
this my Last Will and Testament,hereby revoking any and all Wills
at any time heretofore made by me.
FIRST:I direct that all of my just debts and funeral expenses
shall be paid as soon as may be convenient after my death.
SECOND:I give and bequeath to my wife,Helen A.Dunbar,
all household goods,furniture,furnishings,books,pictures,paintings,
silver,chinaware,jewelry and automobiles,if any,which I may own at
the time of my death,also all my firearms and fishing tackle.
THIRD:All the residue of my property,real and personal,
and wherever situate,I give,devise and bequeath to my wife,Helen
A.Dunbar;PROVIDED,however,that if my wife shall fail to survive
me for a period of sixty (60)days,I give,devise and bequeath said property
to MELLON NATIONAL BANK AND TRUST COMPANY,IN TRUST,to be
added to and form a part of the trust or trusts under that certain Deed of
Trust already created by me and dated the 15 day of January-------
19 60,as am.ended from time to time,whether pro r to or subsequent
to the date of the execution of this Will,or,in the event that such trust should
not then be in existence,to be held by said Trustee under and subject to the
terms and conditions of a trust,which terms and conditi.ons shall be exactly
the same as those specified in the aforesaid Deed of Trust as it existed at
the time of the execution of this my Will,or of the last Codicil hereto,
with like effect as if said terms and conditions were set forth and incorporated
herein verbatim.
FOURTH:I appoint MELLON NA TIONAL BANK AND
TRUST COMPANY Executor of this my Will.I give and grant to my
Executor,in addition to the authority conferred by law,the power to
sell any or all of my property,real or personal,at public or private
sale,at such time and for such price and upon such terms and conditions
as it may see fit,or in its discretion to retain the same for distribution
in kind.
FIFTH:I direct that all estate,inheritance and other
taxes in the nature thereof,together with any interest thereon,becoming
payable because of my death with respect to the property constituting my
gross estate for death tax purposes,whether or not such property passes
under this Will,shall be paid from the residue of my estate passing under
Article Third hereof;and no legatee or devisee or any person having a
beneficial interest in any such property,whether under this Will or any
codicil thereto or otherwise,shall at any time be required to refund any
part of such taxes.In the absolute discretion of my Executor such taxes
may be paid immediately,or the payment of taxes on future or remainder
interests may be postponed until the time possession thereof accrues to
the beneficiaries,in which event such taxes shall be paid by the Trustee
out of the principal of the trust subject thereto.
IN WITNESS WHEREOF,I have hereunto set my hand and
seal this 15 day of January ,1960.--------------...;----
Signed,sealed,published and declared by DAVID McCARRELL
DUNBAR,the Testator above-named,as and for his Last Will and Testament,
in the presence of us,who,at his request,in his presence and in the presence
of each other,have hereunto subscribed our
- 2 -
as witnesses hereto.
WILL
I,DAVID McCARRELL DUNBAR,of the City of Washington,
County of Washington,Commonwealth of Pennsylvania,do hereby make
this my Last Will and Testament,hereby revoking any and all Wills
at any time heretofore made by me.
FIRST:I direct that all of my just debts and funeral expenses
shall be paid as soon as may be convenient after my death.
SECOND:I give and bequeath to my wife,Helen A.Dunbar,
all household goods,furniture,furnishings,books,pictures,paintings,
silver,chinaware,jewelry and automobiles,if any,which I may own a:
the time of my death,also all my firearms and fishing tackle.
THIRD:All the residue of my property,real and personal,
and wherever situate,I give,devise and bequeath to my wife,Helen
A.Dunbar;PROVIDED,however,that if my wife shall fail to survive
me for a period of sixty (60)days,I give,devise and bequeath said property
to MELLON NATIONAL BANK AND TRUST COMPANY,IN TRUST,to be
added to and form a part of the trust or trusts under that certain Deed of
Trust already created by me and dated the 15 day of January-------
19 60,as amended from time to time,whether pro r to or subsequent
to the date of the execution of this Will,or,in the event that such trust should
not then be in existence,to be held by said Trustee under and subject to the
terms and conditions of a trust,which terms and conditions shall be exactly
the same as those specified in the aforesaid Deed of Trust as it existed at
the time of the execution of this my Will,or of the last Codicil hereto,
with like effect as if said terms and conditions were set forth and incorporated
herein verbatim.
~.
b3'-7%-c?07 j
W8 IAt pc;.d~f
_____________~dadS-~-
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•lIIoJ .....~.,...
}.fado tho 26th day of February ,In 72 •------..;----~
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Tho Doon of Trust JatcJ Jrmuary .15,19(1),betwoon
DAVID McCARREJ4L DWmAf:,of the Ci ty of \l'n.shincton,\insh ington
County,Pennsyl vcmia,<1:\thl'S~tt lor,;ond 01r:LLO:-l NATIONAt SANK
AND TRUST COBrAN'!J a nf-ltional O;Jr.1.:ir:'i:;1:~50cintion-,as the Trustoe,
is heroby all1ended in tho followin[;rcspcctg:
'--
FIRST:Assets shall he distrihuted in kind to
'''Trust A"at thoir values itS filHllly Jctcnlined for Federal
estate)tax purpo51cs in tha SottInr'S ('5 tGte,hut 5h nIl he so
selected that the totnl propc&~ty,inclw1ing cash,nllocllted to
·-''Trult Aft will naVG :m a£;srof,<lte l:larkE't V31Ut~fairly rcpr~sonta-
tiYO of the net aplH'ociation or \tnpr~ciation.to tho date 01'
datos of distribution,in tiH!"l:lrket v;~lllo of ~11 pTollorty flvailalJla
fOT such purpose.The rc 3h.Rll not.be allocnt(;d to "Trus t An any
property 01"tho proceods of any property 1...liich do~~not qualify
for the ~arital ueduct ion or ;lS to wll Lch a foro i ~~n ucath tax
cl'odit is availi1hlo or ...·!tich is-c;)f1.3L:ercd inco;'-.'c~ia rcsr>Qct of
· a docadent.
----_.-------
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"The rest of tho Trn~'t ::stati].or n.ll the Trnst E3 tate
1£the Sottlor'5 wlfC'·Joe::;not snrvive hL.l.~hal1 be held by the
Trusteo as
TRUST n
.Tho Trustee is Aiuthorizotl to pny tlwrefrOl:'to the Settlor's por-
sonal roprosentativo.from assets hr~lcl in trust prior to the
Sottlor's death.the amount which saLl personal reproscnt:1tive
shall request in tlritint:to SUfllll~:;'ent the Settlor's ostate in
order to pa.y dobts,death t.\XCf..:l.ir<inistration expenses and
legacies.I f My doath taxo5 ar~apport iOl\:lhlC!again:;t tho Tru5 t
Estate.such taxes shall be paid ent.irely frara the principal of
"Trust U"and shall not rCtluco t:.e ai71011i.t 5Gt a-part in "Trust A."
CA)Subject to such pnyn~lJnt.th()Inco"jl'anti prin-
c:1pal of ''Trust B"shilll he d.istrihutod as f0110""'5:
"
..
(1)During the lif~ti~o of the Settlor's wife.
H1!LEN A.DUnnAR.if she survives hbl1,the Tnlstoc shall pny the
Incomo quarter-annually to lwr or for :10:'huncH t.an..1 if the
Trustoe considors tho Incolao to be insufficient,in vinw of other
income of which it hns knov1c\lCH :md the r:rincirnl of "Trllst A"
which rooy bo used for such pUrrO$C5.to provide for the 1;.lclfaro
and comfortable support of tho.'"in t tInt"'S ~d fo ~md his son,the
Trusteo 15 authorizerl in its Jis cro t ion to use s11cn SUli1S from
~lf '...'-·~T~--:-0_-0 --------_..-
,.
shall continue for
person 01'lustitution tnkin::C<l1°C of ilL:!.or j·:ay oAp~rH:J.i rectly
such sums frol:i Incomo or principal as it \ltH!!'15 ndvi~.1hl0 for s~id
son's welfaro and comfort~blc SUppolot.in vic'"of othor income of
';",'.
which it h..1s knowledgo.and shall n.1d any excess Incol":C to prin-
cilial and invest it as such.\!i'lOn his death,tho Trusteo sh~ll
pay tho oxpenses of his funer..1.
(3)lipon t!w JlHlth 0 f the 5urvi¥or of the
Settlor,his wifo un.d his son.tho t .us t s:tal1 tc l"r:dnntc,and
.',
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the principal shall b(t tra.'15f,~rrod nnll (~('liYerpd n.':;f,,11c\>{s:
(a)The 5t\!~,of o~;r.r:10WiANrJ ($1,000)
DOLLARS shall be paid to tho FH'ET P:1CStIYTE!HA:,j r:litiKCH OF
{~ASHIUCTON,P.EN~SYLVA:Hl\.of Hhich thG Settlor \4~i$:1 ::lei~lbQr.
DOLLARS shall be pnid to the r IRST j'~ESB Y1'ERIA;~CUJ}~Cll OF
a c,,~ubor.
wbich tho Sottlor is :l gnhhwt{1.
-..:,-
~7:~~~~,--:-~---~--...-----.
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(,"')....\,","\~I~T\:n:J,'l"")f:\l~,)(~f"rll')"0'I IDS'"".i.ne ~~~T:/\./....1..,:•I •'I 1\.1 ,4 .:...)...J i J LI ~l\1'....
and Jefferson Collee0 •
(f)The'~lli';')f rIVr 11l.iiHl1U:D 050'))DOLLARS
ehal1 bo paid to the l"A:;liHJGTOj~i;;)~..rITAL,~':a5hiJ\cton.Pennsylvania.
(e)Tho 1"t'!st :;1'.n11 he 1"<1i.1 in shares ns
--~;'"\....
•••••".••t.
.:.~.
--r ...
follows:
(l)Two-sixths (2/6)t?tho Settlor's
brothor.JOSEPll SrF.HAH.T DWmAR.or if hl!is docctlsod,
to his then living issue pt.'lr stirpos;
(ii)One-sixth (1/6)to the Settlor's
nephew.JOSEPH S.nUNl~An.,Jtl••or if 110 is dac~asod.
to his then livin:~iS5uo pOT stiI1)CS;
(lii)One-sixth (1/5)to tho Settlor's
nephow.RICHARD mH·mAr-.or if he is dcconsod.to his
then living issue per stirpC5;
eiv)Onc-~ixth (1/6)to tho Settlor's
wife's nephew,ALm:nT R.AnE~;STrIN.or if ho i~docoaseJ.
to his then living issue per stirposi
(v)one-sixth (1/6)to the Settlor's
wife':;nephew,RICt!ARD I{,ADnJST1:IH,or if he is deccClsed.
to his then living i~'Suo per stirpes.
If any of said nah'cu in<livhlual:i is then (lcct'!ascd wi thout iS3UO.
his share shall bo trnnli ferrod :l.:1d do li.Vl'!red in equnl Sh41 ras to
tho PIRST PRESI3YTEH IAN CHUna I or \':AS11 I Nr.Tn~!.pl:~nJ~YI.VA~HA.and the
FIRST PRESBYTERIAN CilunCll or CilE~Tr;n,,';rST VI\H~nHA.
-4-
-F~.'-:~--'-.-----:---__'__0 •
havi~l:'castod:y of saLl re-"
_..._----------_.__.__._._.._--------
,motmt \fhich
t cnt\...·flrst ('~l<-t)l'-t"'?•,~.L:•.•: ,_.·.··i,',.".~~;,_."I ...,til •.,<\..:"l}l ,.I.~"l , '..1.l,.t.cr...,,,_u :.-I:\1I-J 11,0
tho Trustee shall ray to th~~H"r\.on
the Income and pr'inclp:l1 ns 1 t \lcC';l:;:\d',:i.~nblc for the wol ft\TC,
comfortablo support ar.ll ut!Hcat to·.\n f ~:~i ,;rcr'!:lindc Tr.\cln },1;1d zl'ta.ll
tho evont of tho o1o<'l.th of ~'\lir..'~n~'.iH.illdcrj·:'li1 r:uring r.linO'Tit"
tho Trustee is authoriz0d in it:>disciotion to p:1Y ~);'l.rt or all
of thC3 iuncr:ll expo::-lSOS,anJ t 1.....~:..~
(C)'flu"interest of c-i"y bC!1cficlnry Ilel'ClUnUCr,
~-;.......-:'."--
haroof.
desl rrnatad by the Ji~trihHtin,;cnrncn""tlon."0··_,"
TIHRD:In all ot:'t~:"res;wc t ~.~aid Dood 0 f Trus t is
aforosalJ.
/5/David McCarrell Dunbar (~r:AL)
WITNBSSUS:
/s//G.Ashton Brownlee
/8/Margaret B;:\.ils
/ s /Samuel M.Linduff
r!y ~_-....,..-_,.-~-------V~\.:,:~l\l·(l~ldc,..t
ATTnST:
/5/ArlieW.Ott
Trus t (~r fj CO l'
--------_.------------_.._---
..
COMMONWEALTH OF PE~li"·JSYLV.\:·lL~.)
")
COUNTY or WASHINGTON )
•r"_
.',.~.
On this.tho February In 72______~,J_,
known to 1!:C (or s atis factori 1Y II rnvtm)to be t;·w l~crson who~i(~nCll7l0
15 subscribed t{>the ~.;i thin in:;trumcat,and ud~nm41t~dgcd t~1~t ho
executed tho sail:€)for the purpo~;('s therein t~ontained.
I:~\HTNE~;S hilERFO?I 11Cr~wltn sot my hMhl and official
seal.
/ s /Margaret Bails
COMMONWEALTH OF l'r:~m~YLVA!HA)
)!is:
COUNTY OF WASIHllGTO:!)
MarchInthis,tho 3rd l ~72---------,'-'
Pros iJcnt of :lcllon ~:~t 10n.11 P.<lnl~:l'hl Trw;t COlil\;any.rind that he
lng the II"'l't'rl'·'~1·7 "..'r'l"f'~l'l"S';l'~'n"r j.'~'t...I..('t.., \'••0 •~.....f,-,'-'.
---
J.
soal.
/s/DoloresP.Meredith
:i:Jtary Public
.J.-:
....--_.~-'
-
DEED OF TRUS T
DAVID McCARRELL DUNBAR
to
MELLON NATIONAL BANK AND TRUST COMPANY
••••••
TH1B INDENTURE,made this __1_5__day of January
19 60.by and between DAVID McCARRELL DUNBAR,of the Clty
of W.ahlngton.County of Washington,Commonwealth of Pennsylvania,
(harelmlter called the "Settlor")and MELLON NATIONAL BANK AND
,
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TRUST COMPANY,•national banking association authorbed to engage
In tRat bualneaa in the Commonwealth of Pennsylvania,(hereinafter
WITNESSETH THA T
WHEREAS,the Settlor desires to create &revocable truat
for the purpo.es hereinafter mentloned;and the Trustee is willing to
accept the lame:
NOW.THEREFORE,the Settlor hereby transferl and delivers
to the Truatee the property shown on Schedule "AIt hereto attached.to-
sether with .n the estate,right,title and interest of the Settlor in and
to the .ame.
TO HAVE AND TO HOLD said property,together with any
additions thereto and changes therein,(h._~reinafter referred to all the
"Trust Eatate")tn trust,nevertheless,for the !ollowini uses and purpo.ea:
ARTICLE ONE
The Trultee ,hall hold,manage,invest and reinvelt the
Trult Eatate and .hall distribute the net income (hereinafter called
"Income")and principal as follows:
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(A)During the lifetime of the ~:;ettlor.unless the trust
b looner revoked,the Trustee shall pO-y the Income quarter-annually
to 01'lor the benefit of the Settlor.In the event of the Settlor's mental
01'pbyslcallncapaclty,as eertUlcd to thQ!Trustee by his personal phy-
alclan.the Trustee Ie authorized to expend the Income and alao the
prmcipal 01 the Trust Eatate to such extent and in luch manner aa the
Tru.t••1n It.101e discretion ,ball deem to be advisable for the comfort-
able maiDtenance aDd support of the Settlor and the mem~r8 01 hls
immediate family during such period olineapacity.
(D)Upon the death of the Seulor~the Tru.tee ,ball divide
the T.-uat Eatate,bit0 two separate trust.a8 provided in Article.Two
and Three be1'801.
ARTICLE TWO.
U the Settlor'.wife.HEL£N A.DUNBAR,.urvlve.him.
01'1.pl'••umed to have survived him as hereinafter provided,the
Tl'Uat•••baD hold as
TRUST A
a portion 01 the TNst Eatate havlna a value for Fed!!ral estate tax pur-
pos••equal to fifty (50%)pel'cont of the value of the Settlor's adjusted
11"0••e.tate as finally determined for the purposes of such tax.a,les.
the value lor .uch pUl'pOSOB of all interests in prcparty and proceed.of
wuraDc:e,II any,whlch paa.or have passed to the Gettlor's wUe other-
wi••than under this Indenture,but only to the extent that such intereat.In
pl'o~rtyand proce.d.of inaul"ance are included in the Settlor',irol•
••tatc tOI'Federal e3tate tax pUl'polies and quailly for the marital d~duct1on.
Thi.portion .haU be undlmlnbhed and unaffected by any de2.th taxea.
There shall not be allocated to this portion any property or the proceeda of
any property which would not be allowed as a part of the marital deductlon.
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(A)Du~lftg the U£etlme of the Settlor's wife,Helen A.
Dunb&J'.the Trustee shall pay the Inc():i":le from "T:.;oust 1\II quartt!r-
anouaUy to ber or tor bel'benefit and s~...al1 pay to her in addition such
tum.born principal as she rr..ay from tixn.o.tQ tin.e request In wdtlng,
eveD to the exhaustion thereof.
(B)If .uch Income shall be insuffident In the opinion of the
Tl"utee to provide for the weltare.maintenance and .upport 01 laid
wtle.ADd Ihe 1.tor any reatll)n unable to re:cel'cise her power of with-
drnwal.the Tn.tee is autborbed In lts discretion to u••so much 01
th~pl'lnclpal 01 "Trutt A"a.may in Its opinion be advisable theretoI'.
(C)The right of the Sdtlorls wlfe to the Income of "Tru.t AU
ehaU not be lubject to .alignment,allenatlon,pledge,attachment 01'
claim.of c~ecUtorll.
(D)Upon th.death 01 said wife,the Trustee shall transfer
aDd dellver the remaining principal of tlTrust A tI,together w1th any
accrued OJ'undlltl'lbuted Income thereon.to or for the benefit olluch
ODe OJ'more pr.ona.corporations or other organizations,lnc:1udtna hor
0WIl eltate and creditors.In fiuch amounts and subject to lauch trusu.
tel'ml and conditions as ~ald wife may by her Will making specific reference
to the power heraln granted appoint.In the event of her failure so to
e1erel.e this power,the remaining principal of "Trust A"and any accrued
01'undl.trlbutedIncome shall be added to and be<::ome a part of tbe princi-
pal ol"Trult BU.created under the terms of Article THREE of this
Indenture.to b.continued In trust or distributed upon the death 01 aald
wU.a.18 p~ovid.d ill sai.d Article.
(E)For the purpOt.of this Indenture,if the deatbt of the
Settlor and hla wile occur under auch circumstances that th~r.i.no
.ulllclent evidence that they have died otherwise than slmultaneou.ly,
laid wU.lhan b.pre.umed to have survived the Settlor,and any pre.
lumptiOIl of law to the contrary shall Dot be applicable.
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if the Settlor'•.wllo should predecease the Settlor,ihall be held by
the TI'Ultee a.
TRUST B
UpOIl the fol\owlDI term.and cond1tions:
(A)The Tl'u.tee shall pay fir.t from "Trust BU to tbe
per.ow reprc.entatlve of the Settlor's estate the amount wbich oald
p8J1.ona1repre.entadv••ball cel'tily as neee••al'y to .upplement the
••tata lA order to pay all death taxes accruing by rca.on of the
Settlor'.death,debt.,apedllc legaciee and administration expen••••
(2)The Tru.tee ahall distribute the Income and principal
of the zoe.t of "Tru.t 8"a.follows:
(1)Durin.the lifetime of the Settlor'.wife,
HoleD A.Dunbar.It abe .urvlves him,the Trustee shall pay the
Income quarter-annually to her or for her benefit.
"
(~)Upon the death of said wife,or upon the
Sottlor'.dcath if 'ahe does not survive him,the Tru.l .ball continue
undel'the .ame term.and conditions as set forth therein tor the benefit
of David M.Dunbar,Jr.,.on ot the Settlor,for so loni as hl3 shall
1lve.
(a)The Trustee may 1n it.d1.cretlon.pay
.0 much 01 tbe Income and 80 much of the principal o!this 1'ru~t as it
may deem advl.able for the mainttnance and support of said eon to such
per'OD or pereoDS a.may have custody of the person o!.aid .on at the
time eacb paym.Dt S.made,or Trustee may expend .uch amount.dlrect
107 .uch puJ'po••••
(b)Upon the death of the srantorl ••on,David
M.Dunbar,Jr.,tbe Truat shall terminate and th~then principal and
any accumulated.accrued or undi~tributed income shall be trans-
lel'red and distributed one-thira to JOfieph :.ltewart Dunbar.a brother
of th~grantor;one-sixth each to Joseph Dunbar and Richarl DunbQr.
nephew.of the ;rantor;one-sixth each to Albert Rabenstein,Jr.and
Richard Rabenstein.nephews of the grantor's wife.In the event any
ot tbe alorementioned dlstributees is not then living.the share or part
let aside ~o such person shall be distributed to his then living i.sue pCII'
8th-p...In the event any of the dhtributees should not have i.sue then
lurvivlng,tbe .hare or part hereinbefore given to th~perlon so dyiuS
lball be paid to the First Presbyterian Church o[Washington.Pennsyl-
vania,and tho First I>.esbyterian Church of Chester,West Virginia,In
equal .hal'e••
(C)In the event that any payments 01 Income hereinbefore
authorized to be made to any beneficiary shall be insufficient In the
opinion ot the Trustee to provide !o~th~welfare.comfort.recreation,
.upport and education of iuch beneildal"y and members of hb immediate
family,tbe Truatee is authorized in its dlacretlon to use from tlme to
time .0 mucb of the principal of the trust from which such benellciary
1a then enUtled 'to receive Income as may in the opinion of the Truatee
be advisable therefor;FROVIDED,however,that no principal shall be
uled tor tha iOle benefit of tha Suttlor's wife,Helen A.Dunbar,untll
the principal of "Trust A"shall have been exbau8ted.
(D)If any minor becomes entitlCld berl:undllr to a lharlil of
prlDclpal 01'to tbe Income therefrom.euch sbare shall be retained by
the Tru.tee.and so much of tbe Income and principal as the Truatee
may deem nec•••ary for tbe minor's weliarc.comfort,recreation,
.upport and education shall be paid by the Trustee to the perlon bavlng
cutcdy of luch minor,without liability on the part 01 the Trustee to .ee
to the application thereof,or .han be applied directly for those purpoae.
by tbe Truetee.and any Income not so expended shall be added to and become
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a part of the principal,to be invested h~rllundel"..Any unexpended
I principal and income shall be paid t:>the n:inor at majority.I!such
mmo%'dies durina minority,the mino..·•5 $hare of principal and any
undlatrlbutlld Income ahall be dlw:ibuted to those peI'6l0ns entitled to
rocelve his per.onal estate;P::1.CVlPCD,however,that ii any auch
pel'.08la then an income beneficiary under any trust under this para.
il'apb or aDr other provbLon of this Indent';,1re.hia liharl3 .ball be added
thel"eto.
(E)The Int4reata of the beneficiarles hereunder shall not
be .ubJect to t\QUclpatton or to voluntary or Involunblry alienation;aDd
the principal and Income shall bo paid by th~Tru.t~e direct to or for
tha u.e 01 the beneficiary entitled therllto,without regard to any a6s1~.
melli,01"4el',attachment or claim whatever.
(F)Income accrued on any property received by the 1'l'uatee
.lthel'at the Inception of the truat or as an addition ther~to shall be treated
..Income and not as principal.Upon the denth of any bene£1clary of
Income,any undbtributed Income in the hands of the Truatee held for
auch beneficiary at the tirne of his dc:ath shall be paid to the person or
per.ona leI'whoae bene£lt th!e prlndpal ~rodudng such Income Is con-
tlnuc.t In uuat or to whom it is distributed unce:the terms of this
Indenture.
ARl'ICL£rou:;,
In actina ••'rrustce hereunder the Trustee 3b&1l have full
power and authority,without the necesdty of obtaining the c:onaent of
any court,to do all acta,to execute.3t:lmowledge and deliver all
Instrument.anc!to exerelie for the sole benefit o!the beneficiaries
hel"eunder any and all powers and dlscretlon3 which would be lawful for
It were it 10 Us own right the actual owner of the property held ill tru.t,
Inc1u4lnll by way 01 lllulIStratloil,but not limitation,any or aU of the lollowtnat
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property,r~al or pe1':i0'1'-\1;
(2)To ~f:tain any Ol.·all se-;udties and othel'
property.real Ol'per~ona.l.w~1ich at any time may be or
becotnli!a pArt of the Trusl Lstatc,as wall as any property
Into which th~same or any part thereof may be converted by
reason of any reorganization.recapitalization.cOnlJolida.
tloD,meri~l'.l1quiJaUoIl,exchange or other tranlla.:tlon.
for aueh time as tho:l"ru.tee ,~ll deem advisable.
(3)To &lell.couvert,aSDign,convey,exchange.
transfer or otherwiae di:sposa of.or grant options with
reaped to,any or n11 ;3ecurities or other property,r~al
or personal,at any time constituting part of the Trust
Eatate.at public or private sal~.for such conalderatlon
and upon such ttlrm5 and conditions a&the Trustee shall
deem advli~ble,and without fabll ity ou the part of the
purchaser to see to the application of the purchase money
01'to inquire into the validity Ol"propriety of such sal.:;
and to execute And deliver good anJ sU£i1cient d~w:da £01'
any reale.tate,conveying titll:free and clear of all trueta;
(4)1'0 hQld in the 1'01'11'1 oI caah,awaiting dia&ribution
01'cie.lrabl.investments.:tuc;h pOl'tio~of the Trut Eatate
as at any Ume and from time to time the Tru~tce in its
discretion shall det:m aC:viiSable.without liability to ACCQunt
for interest thereonl
(5)To invest and reinveat the Trust F.,tatc or any
part t!leretolln any kind of pT'Opel'ty,..:~d 01'pll:rsonal,or
part Intel'e3t ther~in,including,without limitation.mort-
Sages or mortg8ic participations,common trust funds,
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deflued by law,\'1b'etn.::r !.ll atatuto!'y ~n.actn·:ent,judicial
decblon 0"1'otherwise;
(6)To manaM:and opexate all real eetate at any
Um~held hereunder;to lease all or any part of the .ame
lor aucb terms and !Oentals and upon such conditions as
the Truotee shall deem advbabh:,notwithstanding the
terms of such lea~e rr.ay extend beyond the life of any
t;r'lIit hereundelo;to rt.:lease,partition,vacate or abandon
the tame;to "rant ;l11c1 acquire licenses and easementa
with respect thC!rcto;to rr;al,e improvements to or upon
the .aine;to construct,demolish,alter,repair,maintain
and rebuild bui1dins~and othfjr imI)rOvementsi a.nd to use
other asaets of the l'r~st :2:state lor any of such purpoaes;
(7)To car~:¥the uacurities and other property held
hereunder either in it£;own name or in the narne ot a nominee;
(8)To vote,in person or by proxy,~ll securities
held her~undel';to Join in or to db;iicnt from and oppose the
reorganization,recapitalization,-:onsol1datlon.merger,
liquidation o.sale of ;:orp0l";,lt!ons or pJ."opertles:to exchanae
sec:urlti".f01"othel's~:;;~:dtielj i$~u..~d in conn~ctlon.with or
resulting {:rom a.ny iuch t.l."an~action;to pay ~ny aSliJeSSlncnt
or e);,pcnsa whi..;;h it c-.ay deem advisable for thl:protecticn of
ita iutel·ests a.s hvlder o£any such securitl~si to d~poslt
securitie.in any voting t:,ust or with Q:'l}.pr.otectlve or like
cornn1.ittce or with tl tr'~stec or depositary;to exerclGe any
options ~ppurtenant trJ any securitie::i for the conv~r$ion
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thereoi into other cae~u'L"ities:anti to exercise or sell
any rigbtlll h~uf!'!d up0;,\nr with respe,=t to the securities
of any corporationj all llpml f.~.1ch tf::rr.1s as the Trustee
'hall deem advhable:
(9)1'0 prosecute,defend,compromise,arbitrate
or otherwise adjust or gettle claims in favor 01 01'against
the Trustee or the Trust Eatatea
(10)To make eiivislon or dlstrl~utlonof any trU8t
hereunder In kind or in money,or partly in kind and partly
In money,to determine the fab value of the property then
being placed In trust.divided or distributed and to allot
different kinds of 01'lnterest.in property to different
.hare••tbe Tru9te.may takl!any aetlon that may b.
nceeessary 01'propel'In making any sueh division or distri-
bution,and the designation,rilvblon 01'partition of any 01'
aU of .aid property,real or per.onal.ebaU be binding am:l
eonc1ustve upon all persona interested herein.
The Truetee shall have full power,authority and discretion to
deal with any situation which rra.y arise respecting the Truat Estate 01'
any part thereof in 8uch manner as it shall deem advisable and {or the
be.t Interests of the trust.The grant to the Trustee of any apecltlc power.
authority or dl~cretion,or thee failure to grant speciftcally herein any
other power.authority or discretion,sha.ll not be contrued to limot or
curtall In any way or to any extent said full and complete power.authority
and dbcrcUon which it is intended and directed shall be exerdsable at all
tim••by the Trustee respecting any and all matters of wbateoever character
pertaining to the Trust '£lJtate or any part thereof.
Notwlthatandlng the fo!"egoing,the Trustee 'hall have no power
over "Trust A"the po:!uelJaion of which would disqualify said trust tor the
purpo•••of the marital deduction under the Federal estate tax laws•
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.A.d.J ICL~FrV ~
(..0\)fhe ,settlor resel'VitS I;h~right to increalle the principal
at &Dy truat hereuncler by adding thert!to,with the consent of the l'ruatee,
additional ••curities and other prnperty.either by inter vivos trand~r
01'by tbe terma al hi.Will.The prindpal of any trust bereunder may
alia b.added to by the Wills or by conveyances 01'glita inter vivo.made
by any peraoD with the consent or ratification of the "fruatee.
(:a)The Settlor reaervea the right to revoke this Indenture
at any time,in whole or in part,by written notice to the Truate••
(C)The Settlor further reaerves the rlght to alter or amend
th.ll Indenture at any time by a proper instrument in writing.executed
by the Settlor and dellvered to and accepted by the Tru5tee..
ARrIl:L£SI;{
(A)The l'ruatee may r'l'lsiin at any time by petitloning ..
court 01 competent Jurisdiction to designate and appoint a successor
corporate Trustee.At such time as the successor Trustee .hall accept
the trust.the Trustee shall deliver to such succesllor Trudee the .e-
curltiea and other property then constituting the truiit or truats here-
under.Tho receipt of such iUCC'eS80r Trustee ahall constitute a full and
complete releaae and discharge 01 the Trustee herl:under.In c~ue of
the merger 01'consolidation of the Trustee.th~r~8ultaQt company ehall
become .ucces.or Trustee h~reunder without notice to any party.
(B)Every .uccessor Trustee .hall have all the rights,powera,
tide.,privilege.and dudes,whether discretionary or otherwise.herein
liven to the ol'lginal l'ru.tii:e and chall be:subject to th~iliaIT'!e reservations,
limitations,terma and conditiou6•
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The Trust'!:..::leaH !)'~entitled to 1"e~dve annually compen-
I
"satton for its services he rl~unJer in ac.:o::-~an..:c with the schedule of
compen.attond the Trustee cm"l"'i:ntly in effect when the .ervices are
performed,but not in exceSi5 of .such compensation as would bte apP"l'oved
by a court of competent jurbtlletion.Durinfl the lUetime of the Settlor,
such compensation shall be charged wholly against Incomet,unl•••the
Settlor dlrects otherwise in writing.For any 5ervlce~p~rfol'medby it
In connecdon with the settlemel1t of the S~ttlor'lI estate.the Trustee
.hall be entitled to receive such additional compensation as may be
lab'and rea50nable under the circumstances.
AnTICL.i.:EIGHT
Whenever used b '~his lndent~re the singular .ball Include
the plural,the plural the singub.r and the t\5e of any gender shall be
applicable to all aenders.A.8 usee!L.er~in.the term "issue"and slmi-
lar terms shall lnclud~chilJren adopteti before the death of the Settlor
In all zoe_peets as i1'they were th~natural children ot the adopting
parenta.
WI7NESf:the du~eXE-cutlon h~reo£the day and year aforesaid.
Blaned.Sealed and ~elivel'ed
In the Presencl1 of:
(sl Q A shroD Brownlee
.~/lioe;f-I..IPUoiiioa;l!;u..i d......bloll4.c...C..,;a..r;,]rl:oile~1w,1_D~uIllQlofilQloiiIa~J'r...(S E.A L)
(s (Samuel M I,luduff
M::l.l.CtT ~'1ATIONAL ~.A~·r!~,AA.ND TRUST COMPANY
ATTEST:
BY__"'/..liIS-l-/~B_..I:F_...IT....aL.lll.'h~e~:&:.l~+:----:~-r--;-~_
Vice F'rei dunt
-11 -A••lstant Secretary
lsi Charles W,Campbell
SEAL
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COMMONV/EALTH OF PSNNSYLVANIA)
)sa:
COUNTY OF WASHINGTON )
On th16.the 15 day of January ,19 60.--------------......-
b~!orc mae a Notary Fublic:.p~rGoIUllyappeared D..~VtD McCARRELL
,DUNBAR.known.to me (or sathfactorlly p:-oven)to ba the pereoa whc:.le
"";":':""~~"',':':'~e la .ubacrlb3d to the within instrument.and acknowledged that he
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;',\~;::""',~cuted tho snme for the purposes therein cont~ined.
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"r SEAL
IN WITNESS WHEREOF 1 hereunto set my band end officil1l
/s/Sara M.VanKirk
Notary Public
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My Commission Expires October 14,196Z
COMMONWEALTH CF PENNSYLV).ra..-".)
, )as:
COUNTY OF WASHINGTON )
On this,th"__1_5__daY of __J_a_n_ua_ry.....•19 60 •
R.F.Talbert
.'..
,, ',be!ore me,a Notary l)ubl1c.personally appeared ----------
•who acknowledg~dhim3el!to be ill Vice President of Mllllon-----
National Bank and Trust Company.and that he as such Vice .rresident•
belna authorf.::.ed to do so,executed the fOl'egoin:z intitrume~t to?the
pUJ'pcsea theroin.contained by signing tha name of the Bank by bLroseli
aa Vice pzoCialdent.
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SEAL
IN WITNESS WH£H..sO.t~l hereunto jet my band and o!flcial
/s/Sara M.VanKirk
YO.U\l'y PubUc
My Commission Expires October 14,196Z
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SECOND CODICIL TO MY WILL OF JANUARY 15,1960
I,DAVID McCARRELL DUNBAR,of Washington,Washington
County,Pennsylvania,do make,publish and declare this to be a
Second Codicil to my Will of January 15,1960,as follows:
I revoke in its entirety the First Codicil to my said
Will,said First Codicil having been made,published and declared
by me on February 24,1972.
By this codicil,I give the sum of Two Thousand Five
Hundred ($2,500.00)Dollars to each of the following persons~
1.To Anne Scalzi,of Washington,Pennsylvania,
our faithful housekeeper for many years.
2.To Marguerite Marshall,of Washington,
Pennsylvania,a long time employee in
my office ..
In all other respects I ratify and confirm said Will.
In Witness Whereof I have hereunto set my hand and sealthi~~day of May,1975.
I Attest: