HomeMy WebLinkAbout04-04-07
IN THE ESTATE
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FAMILY SETTLEMENT AND FINAL RELEASE
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OF GORDON W. LAY
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KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Gordon W. Lay, late of
Cumberland County, Pennsylvania, died testate on April 16, 2006, having first made his last will and
testament duly executed on May 14, 1979 and his codicil duly executed on January 23, 1997;
WHEREAS, the said, Gordon W. Lay, by the aforesaid last will and testament and codicil,
named his children, Treva L. Baric and Leonard S. Lay, as executors of said last will;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the
Register of Wills of Cumberland County, Pennsylvania, to the said executors, Treva L. Baric and
Leonard S. Lay, hereinafter called personal representatives.
WHEREAS, the personal representatives have gathered the assets of the estate of the said
decedent and the assets consist of real and personal property, to a total value of$138,299.60, as set
forth in Exhibit A, which is a copy of the Inheritance Tax Return of the said personal representative,
and which is attached hereto and made a part hereof, and marked Exhibit A;
WHEREAS, the debts and deductions, including the payment of inheritance tax in the said
estate, amount to $29,949.06, as further referenced on Exhibit A,
WHEREAS, Treva L. Baric has renounced her right to a fee as executrix, leaving a balance
for distribution of$112,891.80;
WHEREAS, the balance for distribution as shown in the said statement marked Exhibit A
has been reduced to cash and is available for distribution in accordance with the terms of the last will
and testament of the said decedent.
~.
NOW, THEREFORE, KNOW YE, that we, being all of the named beneficiaries of the will
of the said decedent, do hereby each of us, acknowledge that we have this day had and received from
the aforesaid personal representative, in full satisfaction and payment of all sum or sums of money,
legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively by
the said will of Gordon W. Lay, the amounts due us under said will, which amounts we have
received this day, and which amounts are in the amount set opposite our respective names in the
table and schedule of distribution in said statement attached hereto and marked Exhibit B;
AND, each of us does hereby stipulate that in order to avoid the expense and time involved
in the filing of a formal account and schedule of distribution, we each agree that no account is
necessary and we do hereby agree that we do consent to distribution being made without the filing
of an account and schedule of distribution, the same to be with the same force and effect as if they
had been filed and confirmed by the Orphans' Court Division of the Court of Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge
the said personal representative, heirs, executors, and administrators and assigns of and from the said
estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever
for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the
estate of the said decedent, and each of us do further hereby covenant and agree that should any
liability come due to the estate of the said decedent after the signing of this agreement, we and each
of us do hereby covenant and agree with each other and the aforesaid personal representative, that we
will contribute pro-rata, our share of the estate to satisfy any and all claims, demands, suits, or causes
of action which may be successfully prosecuted against the said estate or the aforesaid personal
representative after the signing, sealing and delivery of this family settlement agreement and final
release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals this d-8fh day of
Mc:uc L-1
, 2007.
WITNESS:
~~i~
(SEAL)
Treva 1. Baric, Executrix
,
!.L.-rvt/P'Jd 'J. L ~ (SEAL)
Leonard S. Lay, Ex utor
~jj~-ip;~EAL)
Linda A. Beichler
(SEAL)
-\.
Bret S. Lay
(SEAL)
Tamila 1. Lay
~,,\, i 4'ft\''Fk ~
Mark S. Myers
(SEAL)
zh~t:;. ;t!- ~-
Lucretia 1. DIsh
(SEAL)
//loA @_dla C. ~(f (SEAL)
Marcella 1. Young
dab\Estates\Lay\familysettlement.agr
IN WITNESS WHEREOF, we have hereunto set our hands and seals this
, 2007.
WITNESS:
dab\Estates\Lay\familysettlement.agr
Treva L. Baric, Executrix
Leonard S. Lay, Executor
Linda A. Beichler
Bret S. Lay
~
Mark S. Myers
Lucretia L. DIsh
Marcella L. Young
day of
(SEAL)
(SEAL)
(SEAL)
(SEAL)
(SEAL)
(SEAL)
(SEAL)
(SEAL)
IN WITNESS WHEREOF, we have hereunto set our hands and seals this
,2007.
WITNESS:
dab\Estates\Lay\familysettlement.agr
day of
(SEAL)
Treva L. Baric, Executrix
(SEAL)
Leonard S. Lay, Executor
(SEAL)
Linda A. Beichler
(SEAL)
(SEAL)
Tamila L. Lay
(SEAL)
Mark S. Myers
(SEAL)
Lucretia L. Ulsh
(SEAL)
Marcella L. Young
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the ~ <ghl day of M Ctrdt
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Treva L. Baric (known to me or satisfactory proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that she executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~.
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the and day of Aph I
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Leonard S. Lay (known to me or satisfactory proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that he executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~.~~
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the Ol g 1J1 day of M 0. r c 111
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Linda A. Beichler (known to me or satisfactory proven) to
be the person whose name is subscribed to the within instrument, and acknowledged that she executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~
SS.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Amanda L. Fisher, Notary Public
Carlisle Boro, Cumberland COUnty
My Commission Expires Apr. 17, 2010
Member. Pennsylvania Association of NotariE-,
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
On this, the Z Z day of hr ~
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Bret S. Lay (known to me or satisfactory proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
dj~a~
NOTARIAL SEAL
EUZMElH A BENDER
Notary PubliC
MIDDLESEX 1WP. CUMBERlAND cOUNTY
My commilllOf'l ExPI* Nov 13. 2008
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...................-.................,~.,.,._;.....,..... ,-
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the ~ day of ~
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Tamila L. Lay (known to me or satisfactory proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that she executed
the same for the purposes therein contained.
WITNESS WHEREOF, I hereunto set my hand and official seal.
OTARIAL SEAL
SUZA M. DEDERER, Notary Public
Camp Hill Boro, Cumberland County
My Commission Expires Aug. 20, 2009
~
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the ;{ <g-h1 day of M o..rcl/t
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Mark S. Myers (known to me or satisfactory proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that he executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Amanda L. Fisher, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Apr. 17,2010
Member. Pennsylvania Aa80clalion 01 Nolarilia
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the ~ gt1day of M arcU
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Lucretia L. Ulsh (known to me or satisfactory proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that she executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.,
~.~.~
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the 3DtJ1 day of Mar-cIA
,2007, before me, a Notary Public, the
undersigned officer, personally appeared Marcella L. Young (known to me or satisfactory proven)
to be the person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Amanda L. Fisher, Notary Public
Carlisle Boro. Cumberland County
My Commission Expires Apr. 17, 2010
Member. Pennsylvania Association of Notaries
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of individual Taxes
PO BOX 280601
HanIIburg, PA 17128-0601
ENTER DECEDENT INFORMAnON BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 06
Fie tUnber
0368
Date of Birth
189-09-4198
04/16/2006
11/03/1907
Decedent's Last Name
Suffix
Decedent's First Name
Lay
Gordon
MI
W
(If Applicable) Enter Surviving Spou.... Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
(e', 1. Original Return
r'~
2. Supplemental Return
CJ
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:J
4. Limited Estate
CJ
ce. 6. Decedent Died Testate
(Attach Copy of Will)
c:") 9. Litigation Proceeds Received
.~ 4a. Future Interest Compromise (date of
death after 12-12-82)
C) 7. Decedent Maintained a LMng Trust
(Attach Copy of Trust)
c::. 10, Spousal Poverty Credit (date of death CJ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name '?a.~I1!~:rel~phCl~! ~u.rnber
8. Total Number of Safe Deposit Boxes
David A. Baric. Esquire
Firm Name (If Applicable)..
O'Brien Baric & Scherer
(717) 249-6873
City or Post Office
Carlisle
State
ZIP Code
: 17013
r REGISTER OF willSUSE ONlyl
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First line of address
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19 West South Street
Second line of address
PA
AODRESS~ "",.
DATE It. ~ ~ If f/
raTiI
L
15056051058
Side 1
15056051058
....J
EXHIBIT "A"
--I
15056052059
REV-1500 EX
Decedent', Name:
RECAPITULATION
Gordon
W Lay
1. Real estate (Schedule A). ............................................ 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 4.
5. Cash, Bank Deposits & Miscell8neous Personal Property (Schedule E) . . . . . . .. 5.
6. JoinUy OWned Property (Schedule F) c::> Separate BiDing Requested. . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c::> Separate Billing Requested.. . . . . .. 7.
8. Total Gross Asse" (total lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H).. . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule i). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total lines 9 & 10). ..... .. ..... .. . . .. ... .. . . . . . ..... . 11.
12. Net Value of Estate (line 8 minus line 11) . . . . , ., . . . . . .. . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) .. . .. . . . . . , . . . . . . . . . . .. . 13.
14. Net Value Subject to Tax (line 12 minus line 13) .. . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
_.._..- -'--~'-' . ...~_.--_...._--~..- -.- -- y -._. -- ----____1
16. Amount of line 14 taxable
at lineal rate X.O 45
17. Amount of line 14 taxable
at sibling rate X .12 . i
18. Amount of line 14 taxable ...-.--------.-----------.1
at collateral rate X .15
15.
113,456.06 :
16.
__~n_ _. eo... .____._~_._..._____'____,....._,..__...._...~...___....
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
Decedent's SoclaI Security Number
189-09-4198
131,367.79
0.00
6,931.81
0.00
.--.-.... ~'-'- ....- -- ..-.- --.-----... --.---.-_...... ___4
138,299.60
24,843.54
_._.. __.~_.___...~_..._ __"__0_._.__----.-. _...______. .....
0.00
----- -..------.--- ._------ ----._._._-_._--~.
0.00
0.00
-.--.---..-.------.. ~---_.._._..._. .'--'--
-<.__._---~--_.._---_.....-_.~._----
113,456.06
...---.....-- .......- _....-_.-._...~_.._ .__ "'___.4'''.,__._ _ ._.__<.. _
5,105.52
..---_____._.__.._.__.__..u__.
c:::>
15056052059
--.J
RE1I-1500 EX Page 3 ~... y._.....
Decedent's Complete Address: 0~10368 I
I ~ NAME DECEDENT'S SOCIAl SECURI1Y NUMBER
Gordon W Lay 189-09-4198..
STREET ADDRESS
14 Bloserville Road
CllY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
5,105.52
Total Credits ( A + 8 + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
5.105.52
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(58)
A. Enter the interest on the tax due.
5,105.52
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain th&~ or income of the property transferred;.......................................................................................... 0 Ii]
b. retain the right to designate who shaD use the property transferred or its income; ............................................ 0 Ii]
c. retain a reversionary interest; or.......................................................................................................................... 0 [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 Iil
4. Did decedent own an Individual Retirement Accoun~ annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 Ii]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate Imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)).
The tax rate Imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-halt (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (6-9.
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gordon W. Lay 21-06-0368
All real property owned solely or I' I tenlnt In common must be reported st fair mlrUt value. Flir lllIfket value i. delInecI II lht price at which property would be
exchanged between a willing buyer and a wilting seller, neIher being compeIed to buy or sell, both having rusonable knowItcIge of the I'IIIVInl fads.
Rill property which I. JoIn11y-owntd with right of IUrvIvorahlp must be d1sc:1oHd on Schedule F.
ICN.DUU A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
14 Bloserville Road, Newville. Pennsylvania, 17241 (HUD-1 Sheet Attached)
VALUE AT DATE
OF DEATH
131,363.74
f
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
131.363.74
.
REV-1508 EX+ (6-98) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
seM.DUU I
CASH, BANK DEPOSItS, & MISC.
PERSONAL PROPERTY
:
ESTATE OF
Gordon W. Lay
FILE NUMBER
21-06-0368
Inducle the proc:eeds of IitigItIon ,nclthe dIte the proceeds were received by the estlle.
All property Jolntty.owned with right of IUrvIvorIhIp must be dllCloHd on Schedule F.
ITEM
NUMBER
1. M& T Bank Checking Account
DESCRIPTION
VAlUE AT DATE
OF DEATH
6.931.81
165.00
2. Homeowners Insurance Refund
TOTAL (Also enter on line 5, Recapitulation) $
(If more space Is needed, Insert additional sheels of the same size)
7,096.81
.
Rey01511 EX+ (12099>W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ICHIDULI H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Gordon W. Lay
FILE NUMBER
21-06-0368
DebtI of decedtnt must be rtpOrtM on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Hoffman-Roth Funeral Horne
Westminster Cemetery (open grave)
Hoffman-Roth Funeral Home (balance)
5,000.00
1,150.00
2,562.00
2.
3.
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name or Personal Representative(s) Treva Baric, Leonard Lay
186-28-5151
165-38-0957
6,532.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 645 Belvedere Street
City Carlisle
. State pa
Zip 17013
Year(s) Commission Paid: 2007
2.
Altomey Fees
2.500.00
3.
Family exemption: (If decedenrs address Is not the seme as claimant's, attach explanation)
!
Clamant
0.00
Street Address
CiIy
State
. Zip
Relationship or Claimant to Decedent
4.
Probate Fees
340.00
5. Accountant's Fees
6. Tax Relum Preparer's Fees
7. Check No. 94 Smith's Appliances. Gas Stove
8. Check No. 95 PP&L (5120) .
9. Check No. 96 lane HMA Physicians
10. Check No. 97 Zair Ulsh (Lowe's/Flowers)
11. Social Security check taken back
12. Check No. 98 PP&L (6122)
TOTAL (Also enter on line 9, Recapitulation)
(If more space Is needed, Insert additional sheets or the seme size)
318.00
22.42
48.41
422.35
783.00
20.85
$ 19,699.03
.
" .
Estate Of GordoD W. Lay
File No. 21-06-0368
Continuation of Schedule H - Funeral Expenses & Administrative Costs
13. Check No. 301 Zair Ulsh (Garage Doors) $ 482.32
14. Money returned to Office Personnel Management $ 648.18
15. Check No. 302 PP&L (7/22) $ 17.90
16. Check No. 303 PP&L (9/11) $ 17.31
17. Check No. 304 PP&L (9/22) $ 18.12
18. Check No. 305 PP&L (10/17) $ 21.63
19. Check No. 306 Lee Baric $2,508.65
August 17, 2006 Deborah Piper, Tax Collector, School Taxes ($1,262.75)
August 17, 2006 Plumbing bill to install new water system ($1,245.90)
20. Check No. 307 Leonard Lay $ 502.99
Vinyl poles for back porch ($114.29)
Gutters, posts, doors, sink & cabinet ($287.47)
Spouting, 05-20-2006 ($10 1.22)
."
21. Check No. 308 Marcella Young $ 616.44
New linoleum for kitchen
Hired a contractor to lay it
Use of dumpster
22. Check No. 309 Zair Ulsh $ 200.00
Install new garage doors
Plant new shrubs
Painting
General cleaning
.
. ' .
23. Check No. 310 Eric Lay $ 50.00
Helped to install new water system
24. Check No. 311 Tome Lay $ 50.00
25. Check No. 312 PP&L $ 10.97
Helped to wire new water system
Subtotal $ 5t144.51
Subtotal from Schedule H form $19.699.03
TOTAL 524,843.54
. "c.; ".
REV-1513 EX+ (5.00)
.
SCHIDUU ,
BENEFICIARIES
COMMOHWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIlENT DECEDENT
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY
I TAXABLE DISTRIBUTIONS (include outrlght spousal dislrtbullons. and lrInsfers lIlder
Sec. 9116 (a) (1.2))
1. Leonard S. Lay, 474 Crossroad School Road. Carlisle. PA.17013
FILE NUIIBER
21-06-0368
RELAnONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not LIlt Trulttt(.) OF ESTATE
ESTATE OF
Gordon W. Lay
~n 1/6
2.
Unda A. Beichler, 360 North Middleton Road, Carlisle. PA. 17013
Granddaughter
1/12
3. Lucretia L. Ulsh
1327 Zimmerman Road. Carfisle. PA. 17013
Daughter
4.
Marcella L. Young
Daughter
1/6
1/6
51 East Main Street, Plainfield. PA, 17081
5.
Mark S. Myers, 401 Juniper Street, Carlisle, PA, 17013
Grandson
1/12
6.
Tamila L. Lay, 11 East Glenwood Drive, Camp HUI, PA, 17011
Granddaughter
7.
Treva L. Baric, 645 Belvedere Street, Carlisle, PA, 17013
Daughter
1/12
1/6
8.
Bret S. Lay, 236 Webster Street. Carlisle. PA, 17013
Grandson
1/12
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
'.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, Insert add1\lonal sheets of the same size)
0.00
.... ..
EXHIBIT "B"
M&T Bank Account Statement ofMarch~ 2007 balance: $119~297.25
Remaining Bills to be Paid:
Executor commission $3~266
Attorney fees and costs paid by attorneys $3~139.45
Balance available for distribution: $112~891.80
Proposed Distribution:
Leonard S. Lay $18~815.30
Treva L. Baric $18~815.30
Lucretia Ulsh $18~815.30
Marcella Young $18~815.30
Mark S. Myers $ 9~407.65
Linda Beichler $ 9,407.65
Tamila Lay $ 9~407.65
Bret S. Lay $ 9~407.65