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Home My WebLink About12-18-06 ....J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security NUmber Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21 06 0368 Date of Birth 189-09-4198 04/16/2006 11/03/1907 Decedent's Last Name Suffix Decedent's First Name MI Lay Gordon W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ca:> 1. Original Return c::::> 2. Supplemental Return c::::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::> 4. Limited Estate c::> ct> c::> 4a. Future Interest Compromise (date of death after 12-12-82) c::> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::> 10. Spousal Poverty Credit (date of death c:::> 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 l?~xtilll~1"el~phon~ f'Jumber 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes C) David A. Baric, Esquire Firm Name (If Applicable) O'Brien Baric & Scherer (717) 249-6873 Second line of address M..M...........M............._. ,OM' .... M 'M"'_'~" REGISTERf) WILLS USE @ij-Y Co Cf'\ <"::::0 0 '-.0 -a rrt '1 :t ("") ("") .G~M; - :::IJ (X) (f)?, C'")O ".. ')01'1 :x ; C ~::) :0 '-B ---.--- D~.I:.I?" "0 (..,) "l~~ mO 1~?1e 11"1 rn :::00 IC)O : O. n -'-1 ! -....., 'I' :.t; 0 I r"-' rn ( .' : c/) C:> -Tl First line of address 19 West South Street City or Post Office Carlisle State ZIP Code PA 17013 Correspondent's e-mail address: Under penalties of petjury, I declare that I have examined this retum, including accompanying schedules and statements. and to the best of my knowledge and belief, it Is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG JURE OF PERSON RESPONSIBL FIL NG RETURN f(- ADDRESS~ ~. raTiI L 15056051058 Side 1 15056051058 --.J -.J 15056052059 REV-1500 EX Decedent's 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 & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) <::::) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::::> Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (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_ 16. Amount of Line 14 taxable at lineal rate X.O 45 113,456.06 17. Amount of line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 15. 16. 17. 18. 189-09-4198 Decedent's Social Security Number 15056052059 131,367.79 0.00 6,931.81 0.00 138,299.60 24,843.54 0.00 0.00 0.00 113,456.06 5,105.52 CJ -.J REV-1500 EX Page 3 Decedent's Complete Address: DECED NT'S NAME Gordon W Lay STREET ADDRESS 14 Bloserville Road DECEDENT'S SOCIAL SECURITY NUMBER 189-09-4198 CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 5,105.52 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + 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. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (SA) (58) 5,105.52 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 the use or income of the property transferred;.......................................................................................... 0 [KJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [KJ c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [Xl 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? .............. D [i] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [!] 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return 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 decedent's lineal beneficiaries is four and one-half (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 orfor 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. (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Gordon W. Lay FILE NUMBER 21-06-0368 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 14 Bloserville Road, Newville, Pennsylvania, 17241 (HUD-1 Sheet Attached) VALUE AT DATE OF DEATH 131,363.74 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 131,363.74 NOV-03-2006 11:02 UNIVERSAL SETTLEMENT SERV P.02 OMB NO. 2502-0265 U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.0FHA 2.0FmHA 6. ILE NUMBE:R: AME06-OO501 8. MORTGAGE INS CASE NUMBER: SETTLEMENTSTATSMENT 8. TYPE OF LOAN: 3.I!JCONV. UNINS. 4. OVA 7. LOAN NUMBER: 11em35 5.0CONV. INS. A. C. NOTE: This ftnrl ;$ fImlwd to gIw1 you II $talement 01 sct.uIII settlement C08ts. Am;>unts ptJld to end by thtJ settltltMnt agent life .shown. Items marked iPOcr were paid outside the clo$lng; they are shown here for Informational purposes and IIf8 not lt1cIudtJd I" the tots/so 1.0 3tH AMIiiIOf-OOe01. 1145) O. NAME AND ADDRESS OF BOfROWER: E. NAME AND ADDRESS OF se~. F. NAME A~ ADDRESS OF LENDE~ Howard E. Barick, II 408 Crossroad School Road Car1isle. PA '7013 Gordon W. Lay Sarah E. Lay 14 Blo&erville Road Carll6le. PA 17013 M & T Corporation 1 Fountain Pm Buffalo, NY 14203 G. PROPERTY LOCATION; 14 BtoseMlle Road Cartlsle. PA 17013 Cumbertand County, penns~"ania H. SETTLEMENT AGENT: SUNSET SETTlEMENT SERVICES.' LLC I. SeTTlEMENT DATE November 3. 2006 . . K. SUMMARV OF SEllER'S TRANSACnpN 400. GROSS AMOUNT DUE TO SELLER: 140,000.00 401. Contract SeI.. Price 140.000.1 402. Pnonal ProDertV 5.986.36 403. .. 404. 405. 58:96 1 258.76 Aci[ustme"tll Fa Iltms PBid By Seller In advanc;e 406. CltvlTown Taxes to 407.00unLvTaxes 11103106 to 01/01/07 408. School 11103108 to 07/01/01 409. 410. 411. 412. 420. GROSS AMOLNT DUE TO SEUER SOD. REOUCTIO~ IN AMOUNT DUE TO SELLER 501. EllCeSS OeDositTSee Instructions) 502. Settlement Charaea to Seller (Une 1400} 503. E,aslina loan{$) taken subject to 504. Pa)'bff First ~ge 505. PlYoff Second MortDltle 506. 507. (Oeoosil~sb.asD~l 508. 509. 69J 1.258. j 147.305.10 141.318.i 500.00 .112,000.00 9.955.0 -=r:::.=- - _ I . AdilJstments ~Of Items Untia;d Bv Seller 510. CitvfTown Taxes tv 511. CounlyTQxes to 512. School tv 513. 514. 515. 516. 517. 518. 519. 112,500.00 520. TOTALREDUCTIONAMOtNTDUE SEu.ERJ~ 9,955.1 1500. CASH AT 8IETTLElENT TO/FROM SELLER: 147,305.10 601. Grass AmountOue To Seller(Une 4201 '.141.318. 112 500.00) J~()2. Less Reductions Due Seller (Une ~ 1(~.9~. 34.805.10 ~ ~SH(:~uT~( FFDAfJSELLER _ -=r-- 131,363. L---- NOV-03-2006 11:02 UNIVERSAL SETTLEMENT SERV I-'.~,j ~ L. SETTLEMeNT CHARGES - 700. TOTAl COMMISSION Based on Price $ @ ~% 8,400.00 PAID FROM PM) ~OM Division of Comm;S3(on (line 700) .s Follows: BORROWeR'$ SELLSfS 701. S 4,225.00 to CentlJrVo.21 Associates: Coon & Company FUNDS A.T FUNDS A.T 702 -S- 4.175.00 to Dawn & Assoclates Realty SETTl.iMENT SETTLEMeNT 703. Commission Paid at Settlement I 8,400.. 704. Settlement Fee to Dawn & Associates Realty 800. ITEMS PAYABLE IN CONNECTION WITH LOAN - - eo1. Loan OtIOfnation Fee % to I 802. loan Discount 1.0000 % to M & T Corporation I 1,120.001 803. Appraisal Fee 10 Appraisal.com POC:B305.oo 1 1 804. Appraisal Fee to Apprais.l.com 1 15.001 - 805. Credit'R.eport lo M & T Corporation POC:L1.00 1 1 806. Doc Preo Fee to M lit T O'noration 400.001 807. Flood Cert Fee to. First American FDS 8.001 808. Application Fee to M &. T Corporation . POC:L100.00 809. Processing Fee to M" T Corporation I 195.001 - 810. Tax SeNic;e Fee to First American RETS ~ I 72:00 I - 811. Yield Spread Prem Pd by Lender POCL $ T I ..,;,...~ - 800. ITEMS REQUIRED BY LEN:JER TO . PAID IN ADVANCE ~~ 901. Interest From 11103/06 to 12/01/06 @ $ 18.640548/day ( 28 days 6.1400%) -~527.541 ...__ 902. Mortaaat Insurance Premium for 12 months to n 1 1 903. Hazard Insurance Premium for 1.0 wars to Stale Farm Pot $267.0Ob I I 904. 1 I 905. - I 1 --~ 1000. RESERVES DEPOSITED WItH LENDER - 1001. Huard Insurance - 3.000 months C6l- S 22.25 per month - 66.751 1002. Morlaaae Insurance monlhsall $ per month 1 I - ~ 1003. CitvfTowo Taxes mol'ths @_$ per month -, 1 1004. CountvTaxes 10.000 ' months -<8f $ 48.09 pe,. month T 4BO.901 1005. School 6.000 months @ $ 72.14 per month - 432.84 r 1006. months @ $ per mOl'ltl'l I I 1007. months 8 S ger month ~ I r~ 1008. Aaoreaate Adiustment .montha @ S " tier month I -392.551 1100. TlTLE atARGES 1101. Setflement or Oasina Fee to SUNSET SETTLEMENT SERVICES, lie 175.001 1102. Abstract 01 T'ltIe Search to T 1103. Wire Fee to SUNSET SETTLEMENT SERVICES u.c 1 20.001 ~- 1104. Emre.ss Mall Fee to SUNSET SETTU:MENT SERVICES. Ll.C I 65.001 - ~- 11105 Ootument Preparation to 1106. Tax CertlUen letters to SUNSET SETTLEMENT SERVICES. Ll.C 1 75.001 ~ u 1107. Attorney's Fees to - 1 I {includes ebove Item number$: - J I 1 1'08. Title Insurance to United GenAl'aJ TItle Ins~anee Company I 826.881 ~ - - (Includes above item nUmb9f'$: - ) I I - 1109. Lende(s Cover,age $ I I 1110. OWner's CO\fer8ge S - r ~ J 1111. END. 100,300,900,710 to SUN5ET.SEmEMENT SERVICES, LL:C I ~OO.OOI 1112. Closing Protection Leiter to Urlited General Title Insurance Company. I 35.001 ~~ 1'113. f 1200. GOVERNMENT RECORDING AND nw.SFER CHARGES 1201. Recording FeN: Deed $ 50.00; Mor1gage $ 89.00 ; Relea,es '$ 139.00 1202. CltvlCOuntYTilX/Stamps: Deed 1 400.00: Mortaage I 700.001 '100:~ 1203. State TaxlSt\VnDS: Deed 1 400.00: Mortaaae - I 700.001 700. - 1204. TPP Reoardlnd$ , 1 1205. TPP Recordings - I I -- 1300. ADDmONAL SE"m.ErENT CHARGES -- -- 1301. Survey to I I ......:-~ 1302. Pest IIlSDecllon to I I 1303. Seotic Services to D.e.W. & Sons ~-~ BIc.tNHIe Road 125.00 155. 1304. Deed Preo David Baric. Alt<meY 1305. " 1400. TOTAL SETTLEIENT CHARGes (Enter on Un. 103, Section J and 502. Sdon ~ \ 5,986.36 9.955. c c o o SUNS~T ~LNT SERVlCES,l1.C. - Aoonl .. IAM~1/~1/"51 HUO-1, Page'3 " I Borrower (s): Howard E. Barrick, II 408 Crossroad School Road Carlisle, PA 17013 Seller(s): Gordon W. Lay Sarah E. Lay . 14 Bloserville Road Carlisle, PA 17013 Lender: M & T Corporation Settlement Agent: SUNSET SETTLEMENT SERVICES, LLC (814)272-4169 "'ace of Settlement: 341 Science Park Rd., Ste. 205 C1 State College, PA 16803 Settlement Date: November 3, 2006 . Property Location: 14 Bloserville Road Carlisle, PA 17013 Cumberland County, Pennsylvania I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my accOunt or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. . :~~arn :;Ce II ;L1lf GS7PTtr p~ ::;dofdkl'! /1: ~tz,;v7 Pon.' g~ ~ CincPON W. LJt4 WARNING: It Is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can in'",ludp a fi"e and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. (AME06-00501.PFDlAME06-00501/36) REV-1508 EX' (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Gordon W. Lay FILE NUMBER 21-06-0368 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. M& T Bank Checking Account 2. Homeowners Insurance Refund DESCRIPTION VALUE AT DATE OF DEATH 6,931.81 165.00 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,096.81 REV-1511 EX+ (12.... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Gordon W. Lay FILE NUMBER 21-06-0368 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. AMOUNT B. 1. 10. 11. 12. DESCRIPTION 1. FUNERAL EXPENSES: Hoffman-Roth Funeral Home Westminster Cemetery (open grave) Hoffman-Roth Funeral Home (balance) 5,000.00 1,150.00 2,562.00 2. 3. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Treva Baric, Leonard Lay 186-28-5151 Social Security Number(s)/EIN Number of Personal Representative(s) 1 65- 3 8 _ 0 9-5 7 Street Address 645 Belvedere Street 6,532.00 City Carlisle Year(s) Commission Paid: 2007 . State pa Zip 17013 2. Attorney Fees 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 340.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Check No. 94 Smith's Appliances - Gas Stove Check No. 95 PP&L (5/20) Check No. 96 Lane HMA Physicians Check No. 97 Zair Ulsh (Lowe's/Flowers) Social Security check taken back Check No. 98 PP&L (6/22) 318.00 22.42 48.41 422.35 783.00 20.85 8. 9. 19,699.03 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Estate Of Gordon 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 (9111) $ 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 August 17, 2006 Deborah Piper, Tax Collector, School Taxes ($1,262.75) Plumbing bill to install new water system ($1,245.90) 20. Check No. 307 Leonard Lay $ 502.99 Vinyl poles for back porch Gutters, posts, doors, sink & cabinet Spouting, 05-20-2006 ($114.29) ($287.47) ($101.22) 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 DIsh $ 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 Torrie Lay $ 50.00 25. Check No. 312 PP&L $ 10.97 Helped to wire new water system Subtotal $ 5,144.51 Subtotal from Schedule H form $19.699.03 TOTAL $24,843.54 REV-1513 EX + (9-00) *' COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Gordon W. Lay NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec, 9116 (a) (1.2)] 1. Leonard S. Lay, 474 Crossroad School Road, Carlisle, PA, 17013 FILE NUMBER 21-06-0368 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Son 1/6 2. Linda A. Beichler, 360 North Middleton Road, Carlisle, PA, 17013 Granddaughter 1/12 3. Lucretia L. Ulsh 1327 Zimmerman Road, Carlisle, PA, 17013 Daughter 1/6 1/6 4. Marcella L. Young Daughter 51 East Main Street, Plainfield, PA, 17081 5. Mark S. Myers, 401 Juniper Street, Carlisle, PA, 17013 Grandson 6. Tamila L. Lay, 11 East Glenwood Drive, Camp Hill, PA, 17011 Granddaughter 1/12 1/6 7. Treva L. Baric, 645 Belvedere Street, Carlisle, PA, 17013 Daughter 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 $ 0.00 (If more space is needed, insert additional sheets of the same size) " LAST WILL AND TESTAMENT OF GORDON W. LAY I, GORDON W. LAY, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my Last will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my wife, Sarah E. Lay, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to Sarah E. Lay. 4. Should my wife, Sarah E. Lay, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate as follows: A. One-Sixth thereof to the issue, per stirpes, of my deceased stepdaughter, Cynthia L. Myers. B. One-Sixth thereof to my daughter, Treva L. Baric, and to her issue, per stirpes, if she is not then living. C. One-Sixth thereof to my daughter, Marcella L. Young, and to her issue, per stirpes, if she is not then living. D. One-Sixth thereof to my son, Stanford G. Lay, and to his issue, per stirpes, if he is not then living. E. One-Sixth thereof to my daughter, Lucretia L. Ulsh, and to her issue, per stirpes, if she is not then living. F. One-Sixth thereof to my son, Leonard S. Lay, and to his issue, per stirpes, if he is not then living. 5. I nominate and appoint Farmers Trust Company, Carlisle, .' ii Pennsylvania, Trustee of the share of any beneficiary who may be under the age of twenty-one years. The income and/or principal of said trust may be accumulated or expended for the maintenance, - 1 - education and support of such beneficiary as my Trustee in its sole discretion may determine; and my Trustee, in the expendi- ture of income and/or principal for such purposes, may, at its discretion, apply the same directly without the intervention of a guardian or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to supervise \1 or inquire into the application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching the age of twenty-one years, or to such beneficiary's estate in the event of death prior thereto. 6. I nominate and appoint my wife, Sarah E. Lay, as Executrix of this my Last Will and Testament; and as substitute Executors I nominate and appoint my children, Treva L. Baric and Stanford G. Lay. 7. I direct that my personal representative and Trustee, . ~ 1 as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal etA this J Lf - day of May, 1979. ,'~rjJ . A7.. '/7 ?{)... oc'D. , Gordon . Lay ( SEAL) WITNESS: '\. ~)d~ ~ 14. 1111'J~ - 2 - COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Gordon W. Lay, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed W. Lay, Testator, this to and acknowledged III ~ day of May, j ,~~~. ttl Testator before me, by Gordon 1979. JAN\CE E. H'ERTZLER, \NOTA~Y PUpBAL1C d C ty Carl Isle, C:umbeddn oun 27 1983 My Commission Expires January , t!~ L. ~ ~ (, J--j~ COMMONWEALTH OF PENNSYLVANIA 58. COUNTY OF CUMBERLAND I' We, Tom H. Bietsch and Roger M. Morgenthal, 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, Gordon W. Lay, sign and execute the instrument as his Last Will; that he signed will- ingly and that he executed it as his free and voluntary act for the purposes therein expressed; that both of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Tom H. Bietsch and Roger M. Morgenthal, witnesses, this I y~ day of May, 1979. 1l>- b? ~ W1tness ~~ f11~ JANICE E. HERTZLER, 'NOTARY PUBLIC '1 ~ --r. II''' b-- () Cumberlonrl County Carlisle, PA - ~ fA.y Co~mic;sion Expires January 27, 1983 - 3 -