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PETITION FQR G12ANT OF LETTERS
REGISTER OF WII.LS OP CUMBERLAND C4UNTY,PENNSYLVANIA
Petitioner(s) named below, whp islara 18 years af age or alder, appiy{ies) for Letters as specified betow, and in
support thereof aver(s)the following and respectfully request(s)the grant of Letters in tlae appropriate form:
Decedent's Information t y ^�,
Name: Walter A.Lvon Fiie No: �{ ' �L.,,J —��
a/k/a: (Assigned by Register)
a/k/a:
alkla: Sacial 6ecurity No:
Date of Deat6: June 27 2013 Age at death: 84
I►ecedent was domiciled at death in Cumberland County,pennevtvan;fl !Srare}with hislher last
priucipal iesidence at 509 Atbriaht Drive Mechanicsbwe 17055 Lower Allen Townslrin CunberIan�
Btreet eddrees,Poit Oftice end Zip Code City,Townt6lp or Borough County
Decedent dtad at Great SnnFCehead Isiand Deer Isle 44627 Deer Isle Haacock Mai*�e
Strect��.addras,Post Oifiu aad Z[p Cade CYty,Townehip ar Soro¢gh Caeaty Smte
6stimate of value of deccdenYs properiy at death;
Ijdominiled ix Pertnsylvania.. ......... .. ...............All personal property $ 275,OQ0.00
If no1 domicried in Pannsytvaeeia. ....................... Personai pmperty in Femsylvania S
IIf not domiciTed in Pennsytvania. ................. ...... Persansl properiy in Counry........... . $
Va/ue of real uwie in Pennsy/vania.......... .... .......... .... .. ............... $ 0(10
� TOTAL ES'CIMATED VALUE. ... $ 275,OQQ.QO
Rcal estate in Pennsytvsaia sitvated at:
(Anach addinonql sheetr,ijnecessary.) Street addre66�Poat OHice and Zip Cpde Clty,TowntWp or BorouQ6 County
� A. Petitian for Probate and Grsnt of Letters Testamentarv
Petitioaer(s}aver(s)he/she/duy istare ihe Ezecutor(s)named ia the iast Wiil of the Decedent,dated November 19,2d12 end Codiail(s)
thereto dsted N/A
Tamec I] i�nn has renremrvd hic right in cervP ac Fxrrntnr in favnr nf C'liffnrd b T�+n
Stste rekrsnt dreunrstances(e.g.r�unetafion,d�t4 afezrrutnr,ua)
Except as follows:aftar the ezecution ofthe inshument(s)affered forprobate Decedant did not innacry,was nat divorned,was aot a pariy to apending
divoree proceediag wherein the gtpunds for divorce had baen established as defined in 23 Pa.C.S.§3323(g),and did not have a child born or
adopted;aad Decedent was neithei t6e viotim of a kilIing nor ever adjudicateA an iacapacitated pexsaa.
�NO EXCEPTIONS Q EXCEP'iTONS
� B. Petition for Grant of T.etters of Administration ¢f applicabte)
aY.a.,d.b.n.,db.n.c.t.a.,pendente tite,durante absente�..tjttrante�oritate
If Adminfstration,c.ta. or db.n.c.Ga.,enter date of Will in Section A sbove and co�lete list of'�eir� �
�—�r cz a
Excqrt as folTaws: Dxedeat wss not a party to a pending divorce praceeding wherein the gro�mds for div�eimd bsen�blist��defined
in 23 Pa,C.S.§3323(g}and was neither the victim of a kiliing nor ever adjudicated an incapacitated persnryp = � --i Q
� rn rn
Q NO EXCEPTIONS Q EXCEPTION3 y •� � �' � G
� p
PeriffQaer(s},aftera groper seazch hasthave ssae6aincd that Decedent leftno R'i1l and was survivedbythe folla��',n�ys�p�se(ifffiy}aaddte'ff�s3�'attach
addttionalsheets,ifnecessary): � p ..� � „�;, "'ti
O C r,,, .'� G'7
Name Reladonshi Ad BSi � o�
A � —+t
F'ormRW-d2 rev.10�11/20T1 �3g� ] {}f�
Oath of Persoual Representarive o��;�u�oorY
aa
� � m
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COMMONWEALTH OF PENN9YLVANIA j � � ,.�, G �
} SS: �', .� c.�� � :x7
coUNTY OF �UR�ERLAND } rn �" c� �� i t rn
ssh �"'
PeRtioner(s)Printed Name Petltionar(s)Printpt � �n
Cliffard D.L on 509 Albri t I}rive Mechanicsbur PA 17055� �'' -�,' � "�. �
t'� � CI r"" p
"° N
Tbe Pefirione�s)above-named swear(s)or a8irm(s)the statements ia ffic foregoing Petitioa are true and correct to the bext of the kaowtedge aad belief
af Petifloaer(s}and thac,as Pezsonal Representative{s)of the Uecadeat,tht Petirionar(s}will well end truly administer the estate according w law.
Sworn to or affirmed and suhscribed bafore Dare
me this_day of ^ D8�
$y; Date
For[he Regisrer Date
BONDReqaired: QYES '(�,)+ NO TatheRegisterojWRlls:
FEES: Please enter my appearance by my eignatnre below:
Leriers. . ... . . .... . .. .... ... . $ Attomey Signature:
( .3 )Short Certi£icate(s). . . , . . -^
( )Renunciatioa(s).. . . , . . . . / _
( }Codicil(s}. . .. . .. . ... . . -�-{' Z
( }Affidavit(s}... . ... ... . .
Bond.. . . . . . . . . .. . . . . . . . . . . . . Printed Name: Elyse E.Rogers
Commission. . . . .. ... . . . . . ... . Supreme Court
Other .. .. . .. . ID Namber: 41294
. . . . . , Firm Name: Saidis,Sulliven&Rogeis
� . . . . ... . ABdress: fi35Nartht�thCtree Cuite40(t
. . . . . .. . T.cm�vne,PA �,7{Sd3
..., . . Phoae: 7I7-612-5801
Automatiqn Fee. .. . . . . . . . . . . .. Fax: 717-612-58d5
JCS Fee. . . . . . . . . . . . . . . . . . . . . Email: ern��csn� nm .r.nrn
TOTAL. . . .. . . . . .. .. . ... .. .. 5 O.OQ
DECREE OF THE REGISTEIt
Estate af Wsiter A.Lvon �'ile Na:
a/k/a:
AND NOW, ,in cons'sderauan of the foregaing Petition,
satisfactoty proof having been presented before me,IT IS DECREEA that Letters Testamentarv
aze hareby granted to Clifford D.Lvnxi
in the above estate and{if applicable}that
the instrument(s}dated November 39 2412
described in the Petition be adrnitted to pzobate and filed of record as the last Will(and Codicil(s))of Decedent.
Register of Wills
Farm RW-01 rev.10/IIII017 �ag�2 Of�
`
.
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RECORD�� n�c��` qF
RE615Tc� OF „r;; r c.
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Z�13 FiUG 1 �(7 �(�(y ¶¶ ¶ �j(�
� Jle�,�� V' V' 11llll �.]r771Q�L Jl (����.�(�IC]]l�
GLE�,�{ p;�
ORPNANS' COUi7T
C2JM8ERtAh'D Cp., AA OF
WALTER A. LYON
I, WALTER A. LYON, of Lower Allen Township, Cumberland
County, Pennsylvania, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils by me heretofore made.
ITEM I: Family Information. I am married to
ANN D. LYON and all references to my wife in this Will are to her. I have
four children: CLIFFORD D. LYON, PAUL D. LYON, JAMES D. LYON, and
NANCY F. LYON. These are described in this Will as "my children," or as "a
child of mine." Any person born to or adopted by issue of mine is to be
inciuded as issue of mine. Provided, however, no adopted person shall benefit
under this Will unless the order or decree of adoption is entered before the
adopted person attains the age of twenty-one (21) years.
ITEM II: Instructions in the Event of Death. I
direct that I shall be cremated. It is my desire that my family scatter my
ashes. I would, however, like to have a marker erected at the Durr-Foster lot
in the Ivy Hill Cemetery, 2823 King Street, Alexandria, Virginia.
ITEM III: Death Taxes. I direct that all
inheritance and estate taxes becoming due by reason of my death, whether
�w ot��ee of payable by my estate or by any recipient of any property, shall be paid by the
Sgi�]yg Executor out of the residue of my estate, as an expense and cost of
Sulliva.n administration of my estate, except that no taxes shall be charged against any
& Rogers gift qualifying for the marital or charitable deduction in my estate. The
�ss NoRh iz�h s�ree� Executor shall have no duty or obligation to obtain reimbursement for any
Suitt 400
umor„e,rn voas such tax so paid, even though on proceeds of insurance or other property not
passing under this Will.
Page 1 ��
ii -
; IfiEM IV: Debts t�nd �inal Exgenses. I direct the
Executor to pay the expenses nf my last illness, my 1Pgally enforceable debts,
and my funeral exgenses from the residue of my estate as an expense and cost
of administration of my estate.
ITEM V: Instructions Regardin� Elmore CountX,
Alabama Real Estate. Tf I survive my wife, ANN D. LYON, I hereby state
that it is my wish, should I die within ten (ld} years after the execution of this
Wiil, that the share of wife's real estate located in Elrnore County, Alabama,
be contributed to an effort, if there is one, ta make the Pea Level on rny wife's
p�zrents' £ormer property into a historic site. As my children and many others
know, when my wife's parents owned their home in Elmore County, Alabama,
the Pea Level site was a kes= meeting eite in the civil rights movement.
ITEM VI: Taneible Personal Pro.pert�.
(a) Gift af Books and Fi1es. T give all books and files
regarding environmenta2 engineering and related history to the
Walter Lyon Collection at the Pennsylvania State Archives.
(b) Written List. I may leave a written list in my safe
deposit bax or elsewhere disposing af certain items of my tangible
personal property. The Executor shall dispose af items of my
personal property as specified in the written list. If no written
list is faund in my safe depasit box ar elsewhere and properly
identified by the Executor within thirty (30) days after the
probate of my 4�%ill, it sha21 be presumed that there is no other
Law Offiees of statement or list. Any subsequently discovered list shall be
$gi�g ignored.
Sullivan
& Rogers (c) If Wife Survives. If I do not survive my wife, I give
�3s rro��,iz�h s�rn� to her aII my tangible persanal praperty not set farth in the
Suiw 400
Lemoyne,PA 17043 written list referen.ced in paragraph (b), including but not limited
to, all of my household furniture and furnishings, boaks, pictures,
jewelry, silverware, automobiles, wearing apparel and all other
Page 2 �AI �
II . _
articles of household or personal use or adornment and all
policies of insurance thereon.
(d) If Wife Predeceases. If I survive my wife, I give any
property of the type described in paragraph (c) and not set forth
in a written list to my children, to be divided among them as they
shall agree. Should there be no agreement, this property shall be
divided among my children by the Executor in as nearly equal
portions as is deemed practical in the discretion of the Executor,
having due regard to the personal preferences of the
beneficiaries.
ITEM VII: Residue. I give the residue of my
estate, not disposed of in the preceding portions of this Will, to my wife, ANN
D. LYON, if she survives me. If she does not survive me, I give the residue as
follows:
(a) Gift to Children. I give SIXTY (60%) PERCENT of the
residue my estate to my children, in equal shares. If any of my
children do not survive me, the share of my deceased child shall
be paid to his or her then living issue, per stirpes.
(b) Gift to Grandchildren. I give FORTY (40%) PERCENT
of the residue of my estate in equal shares to my grandchildren.
My Executor shall establish separate Section 529 Plans (under
Section 529 of the Internal Revenue Code) for each grandchild
who ie under the age of twenty-five (25) years at the time of my
Lew otr�eg oe death.
Saidis
Sullive,n ITEM VIII: Administrative Powers. In addition to
& Rogers the powers granted at law, the Executor shall possess the following powers,
�ss xsu:e400 s«ee� each of which shall be construed broadly and may be exercised without court
�°m°y^�,e^vo43 approval, but in a fiduciary capacity only:
Page 3 � `j
ii
;
{a) Retain InvEStments. Ta retain any investments I
! have at my death, including specifically those consisting of staok
� of any bank even if I have named that bank as the Executor.
(b) Varv Investments. Ta vary investments and to
invest in bonds, stocks, nates, real estate mortgagea or c�ther
securities or in other praperty, real or personal, without being
restricted to so-called "legal investmsnts", and without being
limited by any statute or rule of law regarding investments bq
£iduciaries.
(c) Divieion of Assets. In order to divide the principal
af my estate ar make distributions, the Executpr is authorized to
distribute gersonal property and real property partly or wholly in
kind, and to allocate specific assets amang beneficiaries so long
as the total market value of each share is not affected by the
division, distribution or allocation in kind. The Executor is
authorized to make, join in and consummate partitions of lands,
valuntarily or invaluntarily, including giving of mutual deeds, or
ather obligatians, with as wide powers as an individual owner in
fee aimple.
(d) Sell Aesets. To sell either at public or private sale
anp or all real or personal property severally or in conjunction
with other persons, and tp consummate sale{s} by deed(s} or other
instrument(s) to the purchaser(s), conveying a fee simple title.
No purchaser shall be obligated to see to the app3ication of the
�w orcCea of purchase money or to make inquiry inta the validity of any sale.
$��� The Executor is authorized to make, execnte, acknowledge and
Su11ivR,n deliver deeds, assi�nments, options or oT,her writings as
& Rp�,�rg necessary or convenient ta carry out the powers conferred upon
�3sn°�' Izths""` the Executor.
sua<aoa
Lemoyue,PA 17043
(e} Encumber Real Estate. To mortgage real estate,
and to make leases of real esiate.
Page 4 1/ 1'" ' L'
u _ _
(� Borrow Monev. To borrow money from any person,
including the Executor, to pay indebtedness of mine or of my
estate, expenses of administration or inheritance, legacy, estate
and other taxes, and to assign and pledge assets of my estate.
(g) Pav Costs. To pay all costs, taxes, expenses and
charges in connection with the administration of my estate.
(h) Distributions Without Court Order. To make
distributions of income and of principal to the proper
beneficiaries, during the administration of my estate, with or
without court order, in such manner and in such amounts as my
Executor deems prudent and appropriate.
(i) Vote Stock. To vote shares of stock which form a
part of my estate, and to exercise all the powers incident to the
ownership of securities.
(j) Reoreanize. To unite with other owners of property
similar to property in my estate to carry out any plans for the
reorganization of any company whose securities form a part of
my estate.
(k) Disclaim. To disclaim any interest in property
which would devolve to me or my estate by whatever means,
including but not limited to the following means: as beneficiary
under a will, as an appointee under the exercise of a power of
Law Offices of appointment, as a person entitled to take by intestacy, as a donee
$a,id'lg of an inter vivos transfer, and as a donee under a third-party
Sulliva.n beneficiary contract.
& Rogers
6ss xoan iz�h s�ree� (1) Tax Returns. To re are, execute and file tax
s�«e aoo P P
�moy�e,rn noas returns of any type required by applicable law, and to make all
tax elections authorized by law.
Page 5 �/ Vj
ii . _ . , _
. .
(m) Allocate Exnenses. To allocate administrative
expenses to income or to principal, as the Executor deems
appropriate. However, no allocation to income shall be made if
the effect of the allocation is to cause a reduction in the amount
of any estate tax marital deduction or estate tax charitable
deduction.
(n) Emolov Advisors. To employ custodians of property,
investment or business advisors, accountants and attorneys as
the Executor deems appropriate, and to compensate these
persons from assets of my estate, without affecting the
compensation to which the Executor is entitled.
(o) Adiust Basis. To make any adjustment to basis
authorized by law, including, but not limited to increasing the
basis of any property included in my estate, whether or not
passing under this Will, by allocating any amount by which the
bases of assets may be increased. The Executor shall be under
no duty and shall not be required to allocate basis increase
exclusively, primarily, or at all to assets which pass as part of my
probate estate as opposed to other property for which a basis
adjustment is allowable. The Executor shall allocate basis
increase equitably among those beneficiaries receiving property
as a result of my death, but shall not be liable to any person, nor
subject to removal or surcharge, for any reasonable allocation of
basis increase.
Lew otr�eg ot (p) Comnromise Claims. To compromise claims.
Saidis
Sulliva.n (q) Other Acts. To do all other acts in the Executor's
dc Rogerg judgment deemed necessary or desirable for the proper and
6ss Noah�z�,s«� advanta eous mana ement, investment and distribution of the
s��«aoo g g
Lemoyne,PA 17043 eSt•dte.
Page 6 �_
ii _ _ _ _ �
I
ITEM IX: Bene£iciarv Under Aee 25. If a
beneficiary under the age of twenty-five (25) years is entitled to receive assets
under this Will, the person who served as Executor of my estate shall retain
those assets as Custodian for the beneficiary under the Pennsylvania Uniform
Transfers to Minors Act. The Custodian may receive and administer all
assets authorized by law, and shall have full authority as provided in the
Pennsylvania Uniform Transfers to Minors Act to use assets in the manner
the Custodian deems advisable for the best interests of the beneficiary. I also
designate the person who served as Executor of my estate as successor
Custodian of any property for which I am custodian under any Uniform Gifts
to Minors Act or Uniform Transfers to Minors Act.
ITEM X: Survival. Any person who has died
within thirty (30) days of my death, or under such circumstances that the
order of our deaths cannot be established by proof, shall be deemed to have
predeceased me.
ITEM XI: Executors. I make the following
provisions with respect to Executors:
(a) Primarp Executor. I appoint my son, JAMES D.
LYON, to serve as Executor.
(b) Contineent Executor. In the event that my son,
JAMES D. LYON, is unable or refuses to serve as Executor, I
appoint my son, CLIFFORD D. LYON, to serve as Executor. In
the event that my son, CLIFFORD D. LYON, is unable or refuses
Law Offices of to serve as Executor, I appoint my daughter, NANCY F. LYON,
$gi�jg to serve as Executor. In the event that my daughter, NANCY F.
Su]livgn LYON, is unable or refuses to serve as Executor, I appoint my
� jtp�rg son, PAUL D. LYON, to serve as Executor.
635 North 12th Stree� �
Suite 400
Lemoyne,PA 17043 (c) Compensation. The Executor shall have the right
to receive reasonable compensation for services rendered and
reimbursement for reasonable expenses.
Page 7 �
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(d) Standard of Care. No Executor shall be liable or
accountable for any loss that may result from the good faith
exercise of the authority granted in this Will.
(e) Securitv. The Executor is specifically relieved from
the duty of filing bond or entering security.
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding seven (7)
pages, at the end of each page of which I have also se�t fm� y initials for greater
security and better identification this �S day of f(�!� , 20/L ,
� (SEAL)
WALTER A. LYON
By: � � ,(SEAL)
At his d� •ection
(SEAL)
Mark of WALTER A. LYON
Law Offices of
Saidis
Sullivan
& Rogers
635 Narth 12th St�cet
Suire 400
Lemoyne.PA 17043
. . �� . _._ ._ ._ .. .. . . . . ._- �--
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testator as and �
for his Last Will and Testament, in the presence of us, who, at his request and
in his presence and in the presence of each other, have hereunto set our hands
and seals the day and year first above written, and we certify that at the time
of the execution thereof, the said Testator was of sound and disposing mind
and memory.
J +�Aa+ (SEAL) Residing at
�
SEAL) Residing at
�
Law Offices of �
$8id1S
Sullivan
& Rogers
G35 Norch I2th Sneec
$uire 400
Lemoyne,PA 17043
. . _. .. . . _._... . . __._..._ .. _.. . !
ACKNOWLEDGMENT
COMMONWEALTH OF PENNS LVANIA )
) SS:
COUNTY OF �Q�vw )
� I, WALTER A. LYON, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as my Last
Will and Testament; that I signed it wiilingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
a,C-�'^ C/ (SEAL)
WALTER A. LYON
By: (SEAL)
At hi directio
v ` (SEAL)
Mark of WALTER A. LYON
Sworn to and subscribed before
Law otr��es or me this , `�' day of
Saidis /�,�.�-� , 20 /Z-
Sullivan �-
& Rogers �
G35 Noah 12th Stree�
Suice400 OtflYS' pU 1C .
Lemoyne,PA 17043
My Commission Expires:
(SEAL) con�n�oNwEn�n+ FPENN8YLV a
Not�rls��MI
Elyim E ftapa�s�N01ery Public
Lemoy�e Bao•Cumberlantl County
My Commisebn ExWres M�6�2073
Member,PmnsyWanis AeweJatlon W Noterbs
_ __ __ _ _ _
" , �. �PrtinclaSk�- � r,�.f� L . �'i' J , �
� �Z`i C�b��
�T14�
AFFIDAVIT
COMIVIONWEALTH OF PENNSYLVANIA )
y ) SS:
UNTY OF )
CO C,/�—�
We, ;hr,� 1�. . �Or�+nd�,�_ and � � l, r. t��vblo{ ,
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 Testator, WALTER A. LYON, sign and execute the
instrument as his Last Will and Testament; that Testator signed willingly
and that he executed said Will as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and right of the Testator
signed the Will as Witnesses; and that to the best of our knowledge the
Testator was at that time eighteen (18) or more years of age, of sound mind
and under no constraint or undue influence.
dn�—.� /
% �
Witn s � W' ess
Sworn to aj}d subscribed before
me this 7 day of
�a , 20 /1.
Law Offices of /
SaidiB L
SLt1livRtl otary Publ'
& Rogers
�ss No���z�h s�ree� My Commission Expires:
s��«4o0 (SEAL)
Lemoyne,PA V 043
COMMONWEA�TH FPENNSriVANIA
Not�Aai 9e�1
Eyaa E.RagMS,Notsry Publb
LemeY�e Boro,CumbMand 5o2uMY
My Commiaean E�1rea AprM
Member,PennsYlvanla AssoGotbn M Noleries
RECORDED OFFICE OF
RENUNCIA���l�R 6F 1�lILLS
ZG13 AUG 1 R�1 10 13
REGISTER OF WILL�LERK 0�=
CUMBERLAND COUNT�'����,9�Ip`1�.4IArIA
CUMBERLAND CO.. PA
Estate of Walter A. Lyon , Deceased
I, James D. Lvon , in my capacity/relationship as
(Print Name)
Executor/son of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
Clifford D. Lyon
.l d�me�ov�
(DateJ (Sfgnan
�O� C�LaLI�cn1JH� �
(Stree!Address)
�a� ��rr. � N �r� <Z�
����
(Ciry,s�are,zip)
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Before the undersigned personally appeazed the
before me this day party executing this renunciation and certified
of , that he or she executed the renunciation for the
purposes stated within on this�day
of , ?.�Ij
.
Deputy for Register of Wills Nota Public R. t�iawu� rrew., rrw.�
M Commission Ex ire,,tpr�er�u�uc-sr�TC w�w
Y P 'fy o.mmlaM�n...o.r.r.�
i�etNa U7.N�.�.
(Signa[ure and Seal of Notary or o[her official qualified[o
adminishr oaths. Show date of expiration of Notary's Commission.)
Form RW-O6 rev. lOJ3.06