HomeMy WebLinkAbout95-00769
EI'/a/I! af IIELEN .1. LA V
al,\'akllaIl'IIt/s
PETITION 1<'00t I'IWIIATE IIml GRANT 01<' LETTEltS
J.1-Q5-'7l.;Cf
No.
To:
Register of Wills lor the
County of Cumberland in the
Commonwealth on'ennsylvlUlia
/J1!L't't/SI!d.
Social Securlt)' No. 162-36.7788
The petition of the undersigned respectfully represents Ihnt:
Your petitioner(s). who is(are) 18 years of age or older and the Executor named In thc last will
of the above decedent. dated June 25,1993 and eodieil(s) dated (not opplicable). Ronald F. Lay and
Nancy Lay Swaby have signed Renunciation. liIed herewith.
Decedent was domiciled lit denth in Cumberlnnd County. I'ennsylvnnin, with her last fnmily or
principnl residence nt825 North IIl1no"er Street, Apt. 104, Cllrllsle, North Middleton Township
Decedent, then 88 yenrs of age, died October 12, 1995, nt 825 North Honover Street, CllrJlsle,
Pennsylvonlll.
Except as follows. decedent did not mnrry. was not divorccd and did not have a child born or
odopted oner execution of the will oITered for probnte; wos not the victim ofa killing and was never
adjudicated incompetent: Not applicable
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personol property
(lfnot domiciled in Pa,) Personal property in Pennsylvania
(I I' not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvanio
situated as follows: None
$ unestimated
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary thereon.
I
-1{4L'--'-d-A..<'~
K. Edward Lay
104 Wilson Court
Charlottesville. VA 2290 I
804-973-6151
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OATH OF I'ERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA)
: S8.
COUNTY OF CUMBERLAND )
The petitioner(s) above.named swear(s) or affirrn(s) that the statements in the foregoing petition
arc true and correct to the best of the knowledge and belief of petitioner(s) and that as personal
representntive(s) of the above decedent, petitioner(s) will well and truly administer the estate according
to law,
~d.~lk.=f
K. E ward Lay
Sworn to or affirmed and subscribed
before me this 16th day of
WB~ .19.9.5.'
'fl7o., i " U .,., P'-' ,(i/.i .:Jr.-;1~[j-VJ, D 'I',i,:r;,
MA C. LEW1S Register jj
/5- iPl-6
No. 21*95*769
Estutc of IIELEN J. LAY, I)cccuscd
DECltEE OF I'IWUATE ANI) G1tANT OF LElTERS
AND NOW, OCTOBER 16 , 1~,ln considerotlon orthe petilion on the
reverse side hercof, sot Is foe tory proof hovlng been presented before me,
IT IS DECREED thotthe inslrument(s) doted June 25, 1993, deserlbed therein be udmllled to probote and
filed ofreeord os the lost will ofl1elen J. Loy and Lellers Tcstamentary ore hereby grantcd to K. Edward
Lay.
Will Book #I
Page
Tq.TNAL
$ 200.00
$ 1 B. 00
$
$
$
tlffi-
"pno":} (J /.xLr"~ 'P'-' t1 (), .:JI-:;z.b.w. OLfJ,J..J
Reglsler of Wills "
Stephen L. Blo~----el3--
A TTORNHY (Sup, CI, I,D, No,)
MARTSON, DEARDORFF, WILLIAMS & OlTO
10 Eost High Street
Corllsle, PAl 7013
(7 I 7) 243.3341
FEES
Probote, Lellers, Etc.
Short Certificates( 6)
Renunciation
?f~BageB
:).uu
234. 00
Filed
OCTOBER 16, 1995
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LAST WILL AND TESTAMENT
I, HBLBN J. LAY, of North Middleton Township, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to
be my Last Will and Testament, hereby revoking any and all fanner Wills or Codicils by me
made.
I.
I direct that all my just debts, funeral expenses, testamentary expenses and all Inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, unto my
children, K. BOWARD LAY, RONALD F. LAY and NANCY LAY SWABY, absolutely, and
I hereby appoint my said children as Executors of my estate.
In regard to the share in my estate which passes to NANCY LAY SWABY, the same
shall be her sole and separate use property and shall be held by her for her own use and subject
to any pre.marital agreement which she had entered into prior to or after my death.
3.
I direct that my Executors shall not be required to file a bond to secure the faithful
perfonnance of their duties in any jurisdiction.
4.
I authorize and empower my personal representatives, in their sole and absolute
discretion, to purchase or othelWlse acquire and retain any investments of which I die seized or
any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange,
dispose of or grant options in regard to any or all property of any kind fonning a part of my
estate for such tenns and such prices as they may deem advisable; to borrow money for any
~.
Page I of 3 Pages
"
"
purposes connected with the protection and preservation of my estate; to mortgage or pledge any
real or personal property fonnlng a part of my estate or to join In or secure the partition of
samej to compromise any claims or demands of my estate against others or of others against my
estatej to make distribution In kind and to cause any share to be composed of cash, property or
undivided fractional shares in property different In kind from any other share; and to execute
and deliver such instruments as may be necessary to carry out any of these powers.
INFS WHEREOF I have hereunto set my hand and seal this ?)'6~
of . 1993.
day
~~ -;Car
(SEAL)
SIGNED, SEALED, PUBUSHBD AND DECLARED by the above-named Testatrix,
as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto
subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each
other.
(7ja-~( . () I' ~-';;a!tk-</ri1~.I
Page 2 of 3 Pages
"
..
COMMONWBALTII OF PENNSYLVANIA )
55.
COUNTY OF CUMBERLAND
)
I, Helen J. Lay, 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 Wl11; that I signed it willingly; and that I signed It as my free and
voluntary act for the purposes therein expressed.
~-i.~!Z ~r
Helen J. Lay v
Sworn or aflinned to and acknowledged before me by Helen J. Lay, the Testatrix, this
cflS#t.. day of ~ ' 1993.
(?~d( ~
Notary Publi
Notarial Seal
Cormo L Mj1lfS. NoIaIy F'IJJlia
C.li.o;Io Iloro. CurrlXll1.1OO C-<llI1lV
My Comml,o;lon E>J)fUS MJY 2:!. 19'15
.....
COMMONWBALTII OF PENNSYLVANIA
)
: 55.
COUNTY OF CUMBERLAND )
We, tc),j h~ F. m~rfst",1t ~ t...tJr/ /:}, .s u-II,' V~l
the 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 Helen J. Lay, the
Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed wl11ingly
and that the Testatrix executed it as her free and voluntary act for the purposes therein
expressed; that each of us, in the hearing and sight of the Testatrix, signed the Wl11 as witnesses;
and that to the best of our knowledge the Testatrix was at th time 18 or m ears of age, of
sound mind and under no constraint or undue Inllue c . ,
lit
Aadress It t. ~/~ ~r.
~f .s ~ rf 7tJ/3
/
Sworn or aflinned to and subscribed before me this.R6-tfa-y of ~~ , 1993.
~~ (Y>~'-'A)
Notary Public
c; No'.Jrtal5eaJ
Conine L M.'llIS, Notary F'IJJlia
Carfr...ltl8<ll'o, CUllIborbrd
M~'~":C1~~~fesMay~
'moor, Ptll'VlS)'tvWIU
Page 3 of 3 Pages
..--....-..,-..--..-.."......... -', ..', ........_" ,....,
.'
CERTIFICATION or NOTICE UNDER RilLE 5,6/01
Name of Decedent:
HELEN J. LAY
Date of Death:
October 12, 1995
File No.
21.95.769
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 or about November 6,
1995:
~
Address
K, Edward Lay
Ronald F. Lay
Nancy Lay Swaby
104 Wilson Court, Charlottesville, VA 22901
302 Queensberry Circle, Pittsburgh. PA 15234
503 Barbara Way, Tarpon Springs, FL 34689
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: November 6, 1995
Signature
Name
~-~ L 6t.-
Stephen L. Bloom
MARTSON, DEARDORFF, WILLIAMS & OTIO
Ten East High Street
Carlisle, PA 17013
(717) 243.3341
Counsel for personal representative
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Dr', \,':~'~"A>,:;,O,8';24" 88".:.." .,50M,.,'"M()NW, EALT"HOF P,E, ,NNSYLVANIA ,
,,'h', " , ,-',' """ " ',' '" '. DE"ARlMENrO~ REVENUE ,
M.llf;i:~i;I;;.t";,'O'FICIAL RECEIPI' . PENNSYLVANIA INHERITANCE AND ESrATE TAX
ACN
RECEIVED FROM, 1:2 ASSESSMENT Ii'
II CONTROL ~
NUMBER
.
AMOUNT
BLOOM STEPHEN L
10 E HIGH STREET
lul
.If,et~~.;:tet
CARLISLE, PA 17013
'- rOto kll' 'cwo kll' ~
ESTATE INfORMATION,
1:'1 filE NUMBER
liI el-199~-0769
1:'1 NAME Of DECEDENT (lAST)
~ AV HELEN J
II DATE Of PAYMENT
m POSTMAR E
COUNTY
SSN 16e-36-77BB
(fiRST' (Mil
DATE Of DEATH
REGISTER OF WILLS
m TOTAL AMOUNT PAID .4. be~
vz
RECEIVED BY ~A-1,~ {;,:," ':/,""A, "-',''',/,','' (/
,y 0 AUR~. f '
MARY C. LEWIS /1";"/.../'7
REGISTER OF WILLS
I
REMARKS
SEAL
K EDWARD LAY
C/O STEPHEN L BLOOM ESQUIRE
CHECK" 107
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15-LcI-5 ~
for dates of death after 12131/9' check here If.
spousal poverty credit II claimed '-_----.,;
FILE NUMBER
21 95
COUNTY CODE YEAR
'DECEDENrs COMPLETE ADDRESS
825 North lIanover Street
DATE OF elRTtl Carlisle, I'A 17013
01/30/07 'COUNTY Cumberland
SOCIAL SECURITY NUMBER ,AMOUNT RECEIVEO (SEE INSTRUCTIONS)
RE~, 1'00 EX. (7..') *'
COMMOtMEAl lU or PENNSYLVANIA
DEPARTMENT Or REVENUE
OErT :80601
fiAARlliOURG, PA 1112S-oGOl
DECEDENrS NAME (LAST, FIRST. ANO MIDDLE INITIAL)
; LAY, lIelen J,
IIIl-ERlTANCETAX RETU~
RESDENT IECEDENT
(TO BE FLED III DlPLlCA 1E
\MTH REGISTER OFWLLS)
I
GOCIAL SECURITY NUMOER
DATE OF DEATH
10/12/95
, 162.36.7788 ,
, ,
(II Appl~1 Sln'iYing Gpouu'. Ham_I"'I, rut And MIMlIIMIaI)
~
in
!II!
;.: 1, OrlglnBI Relum
4, L1mlled Estale
2, Supplementel Return
15
i
w
0:
:z
~
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o
'-'
~
(0)
(10)
(15)
(16)
(17)
769
NUMBER
3. Remelnder Relurn
(for dales of deBth prior 1012.13.82
5. Federal Estale Tax Return Requlrad
8, Total Number of Safe Deposit Boxes
38,035,76
, 53,364,88
(8)
9,227.50
1,008.96
0,00
(11)
(12)
(13)
(14) ,
x ,00 =
40, Fulure Inlarest Compromlsa
(for dalas of dealh alter 12-12.62)
'0', 6. Decedenl Died Testetel: 7, Decedanl Malnlalned B Living Trust
, . (Attach copy of Will) (Attach copy of Trust)
i ALL' CORRESPONDE~CEANDCONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Ill!;; ; NAME I COMPLETE MAILING ADDRESS
~l!l Stephen I.. BLOOM : MARTSON, DEARDORFF. WILLIAMS & OlTO
8~ !TELEPHONE NUMBER i 10 E. lIigh 51.
,jJ,717.)243'33.4.1. Carlisle,l'A 17013
.;. 1. Real Esiela (Schedule A) (1)
2, SlockB and Bonds (Schedule B) (2)
3, Closely Held Slock/Partnershlp Inleresl (Schedule C) (3)
4, Mortgeges and NoteB Recelveble (Schedule D) (4)
5, Cas~L Bank Daposlts 80 Mlsceltaneous Personal Property (5)
(Sonedule E)
6, Jointly Owned Property (Schedule F) (6)
7. Transfers (Schadule G) (Schedule L) (7)
6, Total Gross Assels (Iotel L1neB 1.7)
O. Funaral EXl1enses, Admlnlslretlve Cosls, Miscellaneous
Expanses (Schadule H)
10, Debls, Mortoaga Liabilities, Liens (Schedule I)
11, Tolal Deductions (Iolal Lines 980 10)
12. Nel Valua of Estale (Line 6 minus Llna 11)
, 13, ChBrltable and Government Bequests (Schadule J)
i 14. Net Valua Subject to Tex (Line 12 minus Line 13)
15~'Spou6alTiiiri5fers'(iordales oldealh afterS-30.04j
(Include values from Schedule K or Schedule M)
16, Amount of Line 14 taxable al6% rele
(Include values from Schedule K or Schedule M)
17, Amounl ofUne 141axable at 15% rele
(Include values from Schedule K or Schedule M)
16, Principal lex due (Add lax from Lines 15, 16, and 17)
19. Credlls Spou.el Poverty Credits Prior Paymenls Dlscounl
+ + 243.49 (19)
: 20, II Une 101. grealer Ihal1 Line 16, enler the difference on Une 20, This Is Ihe OVERPAYMENT (20)
A, C Check here If you are requeBtJng a refund of your overpayment
21, If Line 181s greeter than Line 10, enlarthe difference on Une 21, This Is Ihe TAX DUE.
A. Enler Ihe Inleresl on the balance due on line 21A,
B, Enlerlhe tolal of Line 21 end 21A on Line 21B. This Is Ihe BALANCE DUE,
Maka Check Payable to: Register of Wills, Agent
""-------- - -
", '" .. .~~~.,BESURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. '
Under penalties of perjury, I declare thai I have examined this return, Including accompanying schedules and statements, and to-tile-bell of my knowledge and
~~j~~~t~ta~~:.i~~_~ ~~~ 8!rI~fol~~tl~~e~}~hl~h:~~~~r:r~lrehll~:t:"hya;n~~~J;~~rted allrue marl<el value. oeCI~ratlOn of preparer other than the perlon1!
StGN URE Of' PERSON RESPONSIBLE FOR FILING RETURN ADDRESS - - 02JE d -
.' 104 Wilson Cl" Charlollesville. V A 2290 I I ~ -"8/<1 r-
ADDRESS ATE
10 E, IIlgh 51., Carlisle, I'A 17013 /.2./20/9 S'
81,164,18
x ,06 =
0,00
x ,15 "
Interesl
(16)
(21)
(21A)
(21B)
91.400,64
10.236.46
81.164,18
0,00
81,164,18
4,869,85
0,00
4.869,85
243.49
4,626,36
, 54.626,36
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PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN (Xl IN THE APPROPRIATE BLOCKS.
1. Old the decedent meke a tranBfer and:
b. retain the right to deBlgnate who Bhall use tha proparty tranBferred or Ita Income,
.........
x
X
X
X
B. retain the UBe or Income of the property tranBferred,
............................................
c. retain a reveralonary Interest; or
....................................................................
d. receive the promlBe for life of elthBr payments, benenla or care?
............................
2. If death occurred on or before December 12, 1982, did decedent within two yeBI'B preceding desth
tranBfer property without receiving adoquata conslderBtlon? If death occurred after December 12,
1982, did decedent transfer property v.fthln one year of death without receiving adequste
consideration?
X
.....................................................
3. Old decedent own an 'In !ruBt' bank account at hlB or har death?
X
.................................
IFTHEANSWER lOAt<< OF lHE N301E QUESTIONSISYES,
YOU MUST COMPLETE SOiEDULEG AND FLEITAS PARTOFlHERETlRN.
*'
SchoOOle 8
StDc~ ..dBoncls
CQMMONMAl. nl OF PENNSYlVANIA
INHERITANCE TAX RETURN
RElIDENT DECEDENT
ESTATE OF
LA Y . lIelen J.
FILE NUMBER
769 Ilslnte 95
(Alfproperty jolnlly:ownedwith Rlghtof SUr1lhiorshlp musl be disclosed on Schedule F,)
- , ITEM n '., ,.., 'DESCRIPTION 'I VALUE AT DATE
NUMBER OF DEATH
. --T- 992729~'sli7VnnguaraGNM^.@"TU:2'5'._."".'.'''''''.'.''''''''".""--..-..""---".,,,,....,,-......,.--. ""_."".'-rn;r7T1l,),'
""''''''':Z'''''''''''I'~U2:'611'~'sTi:'Viiii'iiiiiii'a.t'.T:.t'oi'ji'oi'iile''F'iiira'@'I1:Tj''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""''''''''''''''''''''''''''''1'2~SIl'5:77
"'''''''''3''''''''''5'sTi:''Srroiiii'S~oi'l:Temi''IlO'iiiJ'F'iiii'a''@'9:76''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"""'''''''''''''''''''''''''''''''';j"S':SIl'
"''''''''';j"'''''''''''I'~IIS:'211'~'sTi:''SrrO'iiil'i'i'aviiiiriiilii'F'iii'ia''@''r0':0'5"'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"'''''''''''''''''''''''''''''',),~~92'6:jO
'"''''''''S''''''''''i'\cC'ii'ieiJ'iJivTa.'iiiJ'lo'Jil'o:TiiliO've'''''''''''''''''''",.."."",,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,..,,,,.,,,,.,,,,,,,,,,,.,,,,,,,.,,"'''''''''''''''''''''''''''''''''''':Z~]3'
"'''''''''l;'''''''''' Acc'iiiiia"aiviiJeii'a'rii"NO':':Z'iili'ovii""""'''''' "''''''''""""."""""""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,.,,,,,.,,.,,"'''''''''''''''''''''''''''''''''':'''''''211:9'3
'''''''''''7'''''''''' i'\'C'C'ii'ieiJ'iJivTaciiiJ'10"Jil'o:"3"liliO've"""""""''''''''''''''''''''''''''''''''''''""""..."...."""""""."..."""""."",,.,,"""",,.,,"",,...,,""""""".""'0:'fl'
'''''''''''11'''''''''' Accroiia''c1iviaeii.a'io.'!ilO':';j".iili'ove'''''''''.''''''''''.''.''''''......'''''''."".''''''''''''''''''''''''''''''''''''''''''''''''''''.'''''''''''''' """"""""""''''''''''311':3'T
SchBdule B TOTAL
538,035.76
.
SchecUe E
Cash, BlIlk I))poslls and M1scelll1lKlUS
Personal Property
COMMONWEAl. TH OF PENNSYLVANIA
INttERITANCE lAX RETURN
RESIDENT DECEDENT
ESTATE OF
LA Y . lIelen J,
FILE NUMBER
769 ESlole 95
(All property jOln.lly:C)wn~duy,.ft~FllghtOf Survivorship must be disclosed on Schedule F,):_~~.'
ITEM I VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
'-.''''T--- aiijiliTii'Ueposii'O'iecT<Tiiii'H5'~:b7m:7:Sr:'05'T::!2"jiTiisS:9:!'ii'cci'iicil'iiileresr'''-'''''''''''''''.'' ""--""--1:0'52':14'"
""......:!:.mm'" Yii'iltFeae'iiirSiiYliiiiii"~'t'iiiiii"CriiicT<iii'ii'1I090';753'0116:'ST;lJ8T:r.rplUS'ST:ll'6..iicci'iic.a.........m........................."r:.01l'2::!0
Interest
''''''''''3:'''''''''' We's'icm't'I!C'Aiiiiiiily;'l:iiii'ii'iiCl"HDA'lJ3:!01l2':"S7;1l01l:00"jiflii'cipiil"jiTiis'ST:!:T4"Qcci'iieil"""'"'' ...".,..""m""'''7;O'T2]4'
Interest
"""''''4':'''''''''' Teiiiiiiiiil'loii'i'iimi'io'iii"iipiii'iiii'iiii'i'l'04';'C1i ii'fCTi'oraool1oiirii;'1l0'1"NiinTi'Hiiii'iiv'cf'Slfciil~""''''''''''",,,,,,,.m"'4'3:'90'0:00
Corllsle, PA
"""".5:..m"", CiisTi'iii'i'fjiiii.a.."..'..'..".""......m"."....m..m....'..mm..........mm............."""...."m""""".....""m...."""..'''..m.........''." ",..,....".................3'2:'00'
....'..'..?i;.......... nlii'ii'Ci'ii'ss.:...i'iimiia..iifji'rc.iiiiiiiii..."'.."m............,..,.."....."......m......",...."..............,.."..".."....".""..,,,..,,,,......,.. ....'..........m""'....T8?i:~'O
m"'''''1.,...m... P'e'fSoiiiil'pfiiji'ei'iY"'..".."....".m".."....""......m.......m"'...."...."'........m....m....m..........,......"..'....mm..........'..........., ....m...........,....'..'TlJO:llO.
............................................................................................................................................................................................................................................................
~-~~-~._------~_._..._.~.~-~-_..~_._-~..__._..~----_...-....- .. ....--.--.-----..-.---
Schedule E TOTAL
$53,364.88
D
Dauphin Deposit Bank
and Trust Company
MAIN OffiCE: 2'3 MARKIIT SmEET. HAIlRlBSUAO. PENNSYlVANIA 17101
717.255.2121
Decedent Confirmation
Name:
Helen J. Lay
Social Security No.: 162-36-7788
Date of Death (000): 10/12/95
Account No.
0054624657
------------------------ ------------------------ -------
Type
Date Opened
or Issued
Checking
------------------------ ------------------------ ------------------------
04/04/67
------------------------ ------------------------ ------------------------
Date Closed
or Matured
10/23/95 (Closed)
------------------------ --------------
Date of Death
Balance $1,051.22
------------------------ ------------------------ ------------------------
PLUS
Date of Death
Accrued Int. $.92
------------------------ ------------------------ ------------------------
Joi nt Oowlers
(if any) None
------------------------ ------------------------ ------------------------
Date of Joint
Oowlership
------------------------ ------------------------ ------------------------
------------- ------------------------ ------------------------ ------
Special Conrnents: N/A
Additional information available at $20.00 p.r hour. On. hour miniMUM.
Date Prepared: October 26, 1995 Prepared by: Carolyn A. Berkebile
Customer Management Information Dept. (CMI)
Telephone No. (717) 255-2054
Po.. 00-020-218 (REV 7/93)
Page 1 0 f 1
S/1 ".:::: "
Lit. 1-)
I~
October 18, 1995
I ,York
- Federal
I <'~ ~ SIW1NGS&L~
" ': ~,ASSOCIATION
It ,~J-'/" ~
MllItSon,Deardorff,Wllllams & 0110
Attorneys and Counsellol1 at Law
Ten East High St
Carlisle, Pa 17013
Attn: Corrine L Myel1
Re: Estate of Helen J Lay
Dear Ms Myel1,
In reference to your letter dated October 17, 1995, regarding accounts held In the name of Helen J Lay, the
following account (s) arc held at York Federol Savings and Loan
ACCOUNT HOW TITLED DATE DOD ACCRUED
NUMBER OPENED BALANCE INTEREST
.--...............-...................-.....-..............---...--
090.753096
Helen J Lay
10/1611991
$1,081.14
S 1,06
If you have any questions concerning this infonnatlon I may be reached between the houl1 of8:30 A.M.
and 4:00 P.M.
Sincerely,
'~}JJ)I.-~'\
Donna Shultz
Asst Manager
Deposit Servicing
scH. lIE I)) r~ c:l
101 South George Street, P,O, Box 15068. York. Pc. 17405.7068
1701 AI1I,.A777
", ...\-'---'~-'~'--------
*'
ScheduleH
FlIleral Elcpenses, Actnlnlstrallve Cosls
and M1scelllleotB Expll180S
COMMO~ tli OF PENNSYlVANIA
INtlERITANCE TAX RETURN
RESIDENT DECEDEN'
E8TATE OF I FILE NUMBER
LAY, lIelen J, i 769 Estale 9S
NGT~~E.RI,_~ ,.", '" '. '" , . DESCRIPTION ,I AMOUNT
A'''''''r:''''']l;:;~~:~~~~~~'iiimiiilie:'Ciii'l1Sle:'p'^''''''''''''''''''''''''''''....,.,..,..,................,,,,,......................,............,........,[..,,,,............'5;7~0:IlO'
"""2:""'l'CIi'iii'CIi"iirUiiil'Hiiilie~'CiirlTsle:'P'^:"Fii'iiei'iif'fC'i:'eji'il'iiii'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' """'''''''''''''''''1'27:211
"""3:'"'' !Wes'iililii'Si;;r'C'ciii'C'le'iY:'C'iirTlsrC':'fl7i'i"iiiSO'fiplTiiii'''''''''''''................,....,,,,,,......,,,,,,,,,,,,,,,,,,,,,,,,,..,,..,,,,,,,.,,,,,,,,,,,1....,,..,,,......""""87:5"0
"""""''''1"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''1''''...."",,,,,,,,,,......"'....,
I '
..............j.............................................................................................................................................................,....................................1.................,..................
I ,
...............................................................................................................................................................................................................'....................................
............................................................................................................................................................................................................... .....................................
~~--,-- - -_._- .-_..~._-_.~. ._-..^.._..._-_..-....._-~..-.._.._---_._---_.__._-----'.-..----.' ..-.- .,-",-,--_.~-'-",~ ,-.-
B, AdmlnlBlrBtlve COBia
1, Personal RepreBentatlve Commissions none
Social Saeurily Numbar of Personal Representative:
Year CommlsBlonB paid
2,
AlIorney FeeB MARTSON, DEARDORFF, WILLIAMS & OTTO
2,SOO,00
3,
none
C,
Family Exemption
Claimant
Address of Claimant al decedent'B dealh
I Streel AddreBB
1 City
4, Probate Fees and short certlneates
-Mi,jcellaneoiili;xpenl';a:
""',!,:""'C'iiilili'C'iliiii'iftii'w'l'iiii'iii'iiIY"7i'uV'iii'irsifig'O'iii'iil"iirtelt;;'is""''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"""''''''''1'0:'00'
""'2:'"'' l1ie'S'C'fillii'iil:"'A'uV'iii'irslfig'Uiii'iil"iirt;;ltcrs""""""" ........""""....,,,........,,..,..,,,....,,..............,,..,,,,"'..,..............,..,,,,,......'''''''''''''''82':2'8
"'":!,:'''''R'cgisi;;r'O'rWilrsY''Filiii'ii''fce'''''''''''''''''''''''''''''''''''''.............."""'"................,,,....,..,,,,..,................,,.."'..,,,,,,,,..,,,,,..,,,,,''''''''''''''''''''1'5:'00-
'"''~:'''''R7'EiJwiiriJt:iiy:'iiiliii'liiisli'iilive';;x'pe'iisiis'''''''''''''".."..",,,,,..,.."'....,,,,,,,,,....,,..,......,,,..,,,,,,....,..,....,,,..,,,,....,""''''''''''''''''''''''''''''''1'3'1':5'2
"""5:'"'' Remve'd'rD'i'ii'dil'lliiiii'iil"miiiii"rccs'iiii'u"iiiisceniiii'iiii'iis'eX'jio'iis;;s"'"'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' """''''''''''''''''2'50':00-
.............. ......................................................................................................................................................................................................................................
Relationship
State
ZIP Code
234,00
Schedule H TOTAL
9,227.50
LAST WILL AND TESTAMENT
I, HELEN J. LAY, of North Middleton Township, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to
be my Last WlII and Testament, hereby revoking any and all fonner Wills or Codicils by me
made.
I.
1 direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (wbether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of tbe
administration of my estate. My Execulor shall have no dUlY or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this Will.
2.
1 give, devise and bequeath all of my estate, both real and personal property, unto my
children, K. EDWARD LAY, RONALD F. LAY and NANCY LAY SWABY, absolutely, and
I hereby appoint my said children as Executors of my estate.
In regard to the share in my estate which passes to NANCY LAY SWABY, the same
shall be her sole and separate use property and shall be held by her for her own use and subject
to any pre-marital agreement which she had entered Into prior to or after my death.
3.
I direct that my Executors shall not be required to file a bond to secure the faithful
perfonnance of their duties In any jurisdiction.
4.
I authorize and empower my personal representatives, in their sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized or
any real or personal property of any nature; to sell. lease, pledge, mortgage, transfer, exchange,
dispose of or grant options in regard to any or all property of any kind fonning a part of my
estate for such tenns and such prices as they may deem advisable; to borrow money for any
4ft.
Page 1 of J Pages
, t d.~.<
purposes connected with the protection and preservation of my estate; to mortgage or pledge any
real or personal property fonning a part of my estate or to join in or secure the partition of
same; to compromise any claims or demands of my estate against others or of others against my
estate; to make distribution in kind and to cause any share to be composed of cash, property or
undivided fractional shares in property different in kind from any other share; and to execute
and deliver such instruments as may be necessary to carry out any of these powers.
INFS WHEREOF I have hereunto set my hand and seal this ').~b~
of , 1993.
H~! ;Car
SIGNED, SEALED, PUBUSHED AND DECLARED by the above.named Testatrix,
as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto
::bol 00' ~~.. Wll",,~ ili_. I, ""ii' 1i!J~:f "'.
7(,~;,:, (,' /;--, . /,.", ,/,'." '; .,
,/".. . . ..l..L..(;..... '-"r"
Page 2 of 3 Pages
'.n.::'.... "c_r"," .. --"-T""'-."""__.__'~~~__~_"..","d.,
day
(SEAL)
REY-1547 EX AFP (12-951*
cOHHONWEAlT" OF PENNSYLVANIA
DEPARntfHT OF REY[NUE
IUREAU OF INDIViDUAL TAkES
DEPt. liD" 1
HARRIIIUAG, P' 171'.-0601
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 04-08-96
FILE NO.
DATE OF DEATH 10-12-95 COUNTY CUHBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUaHIT THE UPPER PORTION OF THIS FORH WITH VOUR TAX
PAVHENT TO THE REOISTER OF WILLS. HAXE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
STEPHEN L BLOOH
HARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
..ount RMIUed
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEV:is4i-ix-jii"P--iiz:9SY-iioi'Ici--cij:-YNHiiiii'AHCi-YAX-APPRAisiHEii'r-;-jiLi"ciiiANcE"olim--m--mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF LAV HELEN J FILE NO. 21 95-0769 ACN 101 DATE 04-08-96
TAX RETURN MAS. (X I ACCEPTED AS FILED
( I CHANCED
RESERYATION CONCERNING FUTURE INTEREST . SEE REYERSE
APPRAISED YALUE OF RETURN BASED aNI ORIGINAL RE1URN
1. R..l E.t.t. (Schedule Al (11
Z. stock. and Bonda eSchedul_ B) (2)
5. Clo..ly Hald Stock/Partnerahlp lnt.r..t (Schedule C) (5)
4. Hortg.g../Not.. Recelvabl. (Schedule D) (4)
5. C..h/Bank Depoaita/Hi.a. Peraonal Property (Schedule E) (S)
6. Jointly OWft8d Property (Schedule F) C6)
7. 1,...,ata...a (Schedule OJ (7)
8. Total A...t.
.00
38.035.76
,00
.00
53.364.88
.00
.00
IBI
91.400.64
APPROYED DEDUCTIONS AND EXEHPTIONSI
9. Funeral Expan.../AdII. Coata/Hhel Expan... (Schedule H) (9)
10. Oebh/Hor\g.ge UeblUUn/Llen. ISchedul. II 1101 1.008.96
11. Total Deduction. Ill)
12. Hat Valua of Tax Raturn (12)
IS. Charitabla/Govarn.antal aeque.t. (Schedule J) (IS)
14. Net V.l... of Ed.te Subj.ot to T.x 1141
NOTE I If an aBBeBBment was iBBued previouB1Y, lineB 14. 15 and/or 16, 17 and 18 will
reflect figureB that include the total of ALL returns aBBeBBad to date.
ASSESSHENT OF TAXI
15. Amount of Lina 14 .t Spou..l r.t. (15)
16. ~ount of Lina 14 t.xable .t Lin..l/Cl... Areta (16)
17. Aaount of Lina 14 t.x.ble .t Coll.t.ral/Cl... a rat. (17)
18. Principal Tax Due
9.227.50
In.?:oI~ 4~
81,164.18
.00
81,164.18
.00
81,164.18
.00
X .00.
X .06.
X .15.
(181
.00
4.869.85
.00
4,869.85
TAX CREDITS I
PAVHENT
DATE
01-10-96
DISCOUNT e+l
INTEREST ('1
243.49
AHOUNT PAID
4,626.36
RECEIPT
NUHBER
AA08248
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
4.869.85
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL OUE IS LESS THAN .1, NO PAVHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" lCRl, YOU HAV BE OUE
A REFUND. SItE REVERSE SIDE OF THIS FORH FOR IHS1IUCTJOllS.1
In &~
'l3.sa M
..
N
_ut.z n.
.'2 ~~ ",,3
ll':" " '"
00 ,. ':"1
"'Cl.... I::
On' ~ l,g
~.~ (d!~
~ -Ca
<lIa: ~
a:
RlSERVATIDHI r.tat.. of ~edent. drlh1 on a~ ~fot. o.c.-ber II, I'll .. I' ~, futuro In'.r..' In t~ ..,.t. II ,r8n".rr"
In PO.....1on or enJo~t to Cl... . Ccall,t,rsl) ~fl.l.rl.. of ,~ dlCedent .,t., thl '.,Ir.tlen .f en, 'I'a'. for
11'. or for ,..r., the C~.lth her~, .."...., r...rv.. the right t. -.pral.. ~ ...... 'renl'" Inherltlnl' ,....
at the l~ful Cl... . (collat,ra.' r.t. on en, .uGh lutu,.. Inter..t.
~llf
NOnal To 'ulfUl the ,.....'....,h 0' ,"\Jon 1141 of the fntMrlt..... MIl ht... t," A.., As' " af 1"1. " p.,.
IMUan 1140.
PA\'ttEHTI DetHh 'PM top po,.Uon of thh NoUe. MIl .w.U IlIlth yOur ,.~t t. ,he ....I.h,. 0' Willi ..'In'" .. .he ,n".. .....
..."..... check or 110M, order ,.,..., tal REar'TEa OF HILLI, AGENT
All p.~h r,cllvH ~11 fir., be .,,1IN to WI' Inhr..' Wtlch ..,1M" with WI, '_lIMN,. ~lIM ,. the '''It
RUlMD (CRII A n'WMt 0' . ... erNIt, Which .... not r.qullt_ on tt. ,.. .eturn, .., 1M r..,..t. b, ,,,'eU,,, an ","II.etlon
for R.,und of P~.vlvanll Inherltanc. and [.t.t. 'IX. (R(V-IIII). "'.I..tIOOI .r. IVIII.-al It thl a"I..
of thl A~I.t.r of Will., ~, a' thl rl A.venue al.trlot D"le.., or b, '1111ne thl .,..1.1 '4-hour
~s...rlng ..rvlol ~rs for '0,., orderlnot In Pannsvl~11 1-....16'-1..1, outside Pann"lvanl. ~
.,dthln 10011 "-rr!abut' .,.. n'171 711-1094, TOO' 1717>> nr-rnr mllrlne ....Irael Onhl.
DlJECTlOHSI An, p.rt, In Int.,..t not ..tllflN ..lth the IPPnh...,t, 'UI*MC' or dl"U.....,.1 I' .....tI~.. ar .....Men,
of t.. IlnclUdlng dIscount or Intlr..I) .. Ihown on this Hallel au'I ObJacl within ,1.1, 11'1 ~,. I' r...I" .,
this Notlel b'l
--vrIU.., pral..t to Ih. PA Dep.,t.."I 0' A.v......, loltd 0' Appel", Dattt. "1111, Itltrhbur., PA 111".1"1. O.
--II.ctlon to hlivl IhI "U.r ct.t.ralned .t ItUdIt of IhI Mcaml of IN ,.r.onel rIPr..on'IUvI, O.
........1 to IN Orphan,' Courl.
ADHIN
IITAATlvt
COARfCTlClHSI
'actual .rror, d..cov.rld on Ihl, .......-nt ~Id b. Iddr...aeI In vtltlnt 10' PA DIp.rt-.n' I' R.v~,
Bun..., 0' Indlvhtu.1 ra..., AUNI Po.t A......."t ..vl... Unit, hltt, ""'1, '''trhbur., PA 1711....ta
Phone 11171 1.1-ISOI. ... p... S of IN bookl.t .In.truallon. f.r Inherltancl T.. .,Iurn ,.r . ...I~t
Decedent. lREV-ISOI) for ~ ..pl~tlon ef "'Inl.tr.tlvllv oorr..llbl. Irror..
DIICOlHfI
INTEREST I
If on, t.. due I' Plld vllhln thr'l II) cllandar .unlh. .,t., thl deceden", 6D'Ih, I flv. Plrc,"I (I.) dleoounl .,
the t.. Plld II .Uowacf.
In"rllt I, chlr.... bt.Ilmlng "lth lI"t de, 0' dellf'lllUlnC', or nl.... I" Mflth. and anti (1) ft, Ir.. thl! "I. If
delth, to \hi d.t. of p.~t. T.... Wilch bee... delinquent before JlInlHIr, I, "'1 beer Int.r..' .t the nl. .,
.he (lXI parcont ,.,. IMUI c.lcul.led ., . dlllv n'. 0' .DlDIM. All t.... liftlch __ .1I~t an and .U.r
Janu.r, I, 19., "III b.sr Int.r..' .t . rlt. Which viii v.r, 'roa calender ~..r t. c.l~r w.ar with thlt r.t.
W1nDUnCed b, thl PA Dep.rt....t of R.vDnUl. ThI eppUcebl1 Intltllt r.III 'Ot ..ar thr~ It" .....
~ lnt.,..t R.tl D.llv Int.r..t '~t~ !!!! Int.r..t lII.I. n.lh Inl"..t h.tor
ltal lOX .0llS4I 1917 n . ""41
1915 lOX .000411 191'-1"1 IU ,1"111
1.14 IU .110111 I"' 'X . """
I9IS IIX .0001" 1"1-1994 n ....1"
I... lOX .000274 1"'-1'" n .''''u
"-lnt"nt I. e'lcullted .. '011""1
INTEREIT . BALANCE OF TAX UNPAID X NUNla OF DAYS DELINQUElfT M DAILY INTElIBT FACTOI
"-An, Notlel 1..UId .,t.r the t.. bee.... a.llnquent "III t,'I..t ~ Int""I ..I.ul.'I~ t. fifteen (III de,.
bewond thl data 0' tM .........t. If p......t It .Ida If lit ,hi! Int".., ......t...on dll. thwn Dn IhI!
Nollet, IMtdlllon.1 Int.r"1 MI.t be ulcul.I....
'.\PU.tl\DATAI'Jl!'IQTATU\JWll.fM.b1.
ESTATE OF HELEN J. LA Y
CUMBERLAND COUNTY FILE NO. 21-95.0769
RELEASE
KNOW ALL MEN BY THESE PRESENTS that I, K. EDWARD LA Y, one of the residuary
legatees under the Last Will and Testament of HELEN J. LAY, late of North Middleton Township,
Cumberland County, Pennsylvania, deceased, do hereby acknowledge that I have received of and
from K. EDWARD LAY, Executor under the Last Will and Testament of the said HELEN J. LAY,
the sum ofTWENTY.FIVE THOUSAND NINETY-EIGHT AND 82/100 DOLLARS ($25,098.82),
as set forth in Statement of Account as of Jnnunry 15. 1996 and SIlPplementnl Stntement of Account
dated Mny 2. 1996, in full satisfaction and payment of my residuary legacy under the tenus of said
Last Will and Testament.
AND, THEREFORE, I, the said K. EDWARD LAY, do by these presents remise, release,
quit-claim, and forever discharge the said K. EDWARD LAY, Executor aforesaid, his heirs,
executors and administmtors, of and from the nforesaid residuary legacy, and of and from all actions,
suits, payments, accounts, reckonings, claims and demands whatsoever, from the beginning of the
world to the day of the date of these presents.
AND, THEREFORE, I, the said K. EDWARD LAY, agree to refund to K. EDWARD LAY,
Executor aforesaid, any portion of the distribution to which I am not properly entitled, and to the
extent of said distribution, to indemnify said Executor for claims made against him as Executor, and
to reimburse to said Executor all expenses and costs incurred in connection with any such cloims.
IN WllNESS WHEREOF, I have hereunto set my hand and seal this 7t-1-.. day of
M<L<.j ,1996.
~~ J tJ'~
COMMONWEALTH OF VIRGINIA
Y J c.A....,-<" '_ L-4..,
~ard Lay
)
: SS.
COUNTY OF ~tade...... )
On this, the 7t!:- day of I , 1996, before me, a Notary Public,
personally appeared K. Edward Lay, known to to be the person whose name is subscribr.d to the
mili;" ;,::~~:: ::::::h:?::: "'::;::::~ =~~;" W""'""'
.......-.
,My Commission &pilas June 30. 1996
F IflLU\P4T.\f1lf'.lU"n,S\JIt&'.f'M.IUL
ESTATE OF HELEN J. LA Y
CUMBERLAND COUNTY FILE NO. 21.95.0769
RELEASE
KNOW ALL MEN BY THESE PRESENTS lhatl, RONALD F. LA Y,one of the residuary
legatees under the Last Will nnd Testament of HELEN J. LAY, lute of North Middleton Township,
Cumberlnnd County, Pennsylvanlu, deceused, do herehy ucknowlcdge thut I huve received of and
from K. EDWARD LA Y, Executor under the Lust Wlllund Testumentof the suld IIELEN J. LA Y,
the sum ofTWENTY.FIVE THOUSAND NINETY -E1G1IT AND H 1/100 DOLLARS ($2S,098.81),
as set forth in Statement of Accounl ns of JUl1luuy 15. 11)1)6 und Supplemental Stutemenl of Account
dated May 2. 1996, in full satisfaction nnd puyment of my reslduury leguey under the tenns of suid
Last Will and Testament.
AND, THEREFORE, I, the snid RONALIl F. LA y, do h>' these presents remise. release,
quit-claim, nnd forever discharge the suid K, EDW AIU) LAY, ExecUlur ulilrcsuld, his heirs,
executors and administrators, of nnd from the uforesuld rcslduury lelluc>', und of und Irom all aClions,
suits, payments, accounts, reckonings, c1uims und demunds whutsuever, Irumlhe heglnning of the
world to the day of the date of these presents.
AND, THEREFORE, I, the suid RONALD F. LA Y, ullree to rel\md 10 K. EDWARD LAY,
Executor uforesaid, any portion of the distrihullonto which I mllIlot properly cntitled, und to the
extent of said distribution, to indemnify suid Exeeutur lhr cluhllS Illude ullulnst hllllus Exccutor, nnd
to reimburse to said Executor all expenses und costs Ineurrcd In conneellon wilh any such claims.
IN WITNESS WHEREOF, I have hereunto sel my hund und seulthls
{\t\o...,\ ' 1996.
\O"\... day of
Witness:
--? " \\:.:L sra-
~,,~~ "'~
Ronuld F.Luy
KVI~ '^'~ 1~/..t.Zlt-A
STATE OF FLORIDA
)
rl- LU00 ~ (;)~ _ '"};4> 0 ;n \-0
COUNTY OF
: SS.
)
On this, the \o\\-. day of {\,0.."'1 ' 1996, before me, a Notary Public,
personally appeared Ronald F. Luy, known 10 me 10 he the person whose name is subscribed to the
within instrument and acknowledged thnt he executed sUllle for the purposes therein contained.
IN WITNESS WHEREOF, I hnvc hereunlo set my haod nnd official seal.
('-~~~.~~~\(~
NOlary Pu lie
I '--","" DONNA 0, SAlS
t~(?::llj~ MY CO~MISSIOS' CC 2111251
\0' ::ll: ,I EXPlilES: _14, li1'Jl1
~~~~I B~d ~ Nmty NIUe UndlM'rlllr1
\,
"
:...~.
J,
?'}.
t~'
'ft.'~
:,i
,ftU'DATAJ1l.l'ItITARS\5&IJ.fNl,JU
ESTATE OF HELEN J. LAY
CUMBERLAND COUNTY FILE NO. 21-95.0769
RELEASE
KNOW ALL MEN BY THESE PRESENTS that I, NANCY LAY SWABY, one of the
residuary legatees under the Last Will and Testament of HELEN J. LA Y,late of North Middleton
Township, Cumberland County, Pennsylvania, deceased, do hereby acknowledge that I have
received of and from K. EDWARD LAY, Executor under the Last Will and Testament of the said
HELEN J. LAY, the sum of TWENTY-FIVE THOUSAND NINETY-EIGHT AND 81/100
DOLLARS ($25,098.8\), as set forth in Statement of Account as of Janumy IS. 1996 and
SJw.l)\ementa\ Statement of Account daled May 2. 1996, in full satisfaction and payment of my
residuary legacy under the tenns of said Last Will and Testament.
AND, THEREFORE, I, the said NANCY LAY SWABY, do by these presents remise,
release, quit-clnim, and forever discharge the said K. EDWARD LAY, Executor aforesaid, his heirs,
executors and administrators, of and from the aforesaid residuary legacy, and of and from all actions,
suits, payments, accounts, reckonings, claims and demands whatsoever, from the beginning of the
world to the day of the date of these presents.
AND, THEREFORE, I, the said NANCY LAY SWABY, agree to refund to K. EDWARD
LAY, Executor aforesaid, any portion of the distribution to which I am not properly entitled, and to
the extent of said distribution, to indemnify said Executor for claims made against him as Executor,
and to reimburse to said Executor all expenses and costs incurred in connection with any such
claims.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~ ,1996.
'1'Ht
\
day of
I
Witness:
~c~i'Ro,u ~LL"(!.~l\
Nancy Lay :Swaby.'
~(;",~d;/.;~e.-
STATE OF FLORIDA 1
:SS.
COUNTY OF )
On this, the 1 tb.. day of III tJZ-IV'" , 1996, before me, a Notary Public,
persoiul1ly appeared Nancy Lay Swaby, kn6wn ~ be the person whose name is subscribed to
the within instrument and acknowledged that she executed same for the purposes therein contained.
IN WITNESS WHEREOF,I have hereunto set my hand IInd official seal.
--- ItJIit,,--
CD LAWRfIfCE E. OIXON --I tary Public
IIY COMMlSSIlII' ex:_
EllPIllf8:.III1, to. 1911
-nwNoWr__"",
.
~0' I', ,~.-, '<'
HELEN J. LAY ESTATE
CUMBERLAND COUNTY ORPHANS' COURT NO, 21.95.769
Supplemental Statement of Account
dated Mil)' 2. 1996
RESERVED for future disbursements (per Statement of Account
as of January 15, 1996):
3,304.54
Disbursements:
02/07/96
03/22/96
K. Edward Lay, administrative expenses
Darlene Moyer, 1995 personal tax
67.39
1LJ.ll
Total Disbursements:
78,69
3,225.85
Additional Income Receipts:
Interest on Estate Checking Account, through closing 5/2/96
80,59
3,306.44
Reserved for filinll of Releases:
10.00
Balance for FInal Distribution:
3,296.44
Schedule of Distribution:
K. Edward Lay, 1/3 residue
Ronald F. Lay, 1/3 residue
Nancy L. Swaby, 1/3 residue
1,098.82
1,098.81
1.098.81
Total Final Distribution:
3,296,44
F ,IIII.U\DA T AlILE\UiT A TU\S6II.rNL Ace
HELEN J. LAY ESTATE
CUMBERLAND COUNTY ORPHANS' COURT NO. 21.95.769
Statement of Account as of January IS. 1996
PRINCIPAL RECEIPTS !Date.of.Death Values):
I. 992.294 shares, Vanguard GNMA Fund
2, Accrued dividend to No. I
3. 1402.604 shares, Vanguard Long-Term Corporate Fund
4. Accrued dividend to No, 3
5. 5 shares, Strong Short-Term Bond Fund
6. Accrued dividend to No.5
7. 1485.204 shares, Strong Advantage Fund
8. Accrued dividend to No.7
9. Dauphin Deposit Checking Account No. 54.62465-7
10. York Federal Checking Account No. 090753096
11. Church of God Home, Refund for apartment
12. Church of God Home, Refund from insurance
13. Cash on hand
14. Capital Blue Cross: Premium refund
IS. Western Life Annuity: Accrued interest
TOTAL PRINCIPAL RECEIPTS:
PRINCIPAL DISBURSEMENTS:
10/11/95
10/11/95
11/06/95
11106/95
11/06/95
11/13/95
12/11/95
12/19/95
01110/96
01/15/96
01/15/96
Outstanding check to Church of God Home (Dauphin Deposit Acct)
Outstanding checks to Pease Pharmacy and Colestock (York Fed.)
Hoffman-Roth Funeral Home
Westminster Cemetery
Church of God Home, balance on account
Pease Pharmacy, balance on account
Church of God Home, additional balance
K. Edward Lay, Administrative expenses
Register of Wills, Pennsylvania Inheritance Tax
MARTSON, DEARDORFF, WILLIAMS & OTTO: allorney's fees
MARTSON, DEARDORFF, WILLIAMS & OTTO: disbursements:
Probate fee 234.00
Cumberland Law Journal, advertise Lcllers 40.00
The Sentinel, advertise Lellers 82.28
Filing fee, Inheritance Tax Return 15.00
Filing fee, Releases .lQ.OO
"RESERVED for fUlUre disbursements
TOTAL PRINCIPAL DISBURSEMENTS:
10,171.01
24.33
12,805.77
28.93
48.80
.11
14,926.30
30.51
1,052.14
1,082.20
42,362.54
202.69
32.00
186.40
12.14
82,965.87
629.11
341.25
80.00
87.50
127.20
36.00
2.60
131.52
4,626.36
2,500.00
381.28
3.304.54
12,247.36