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HomeMy WebLinkAbout08-07-07 (2) ~ --.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 File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 06 1109 Date of Birth 204-44-9087 11/26/2006 09/12/1907 Decedent's Last Name Suffix Decedent's First Name CASTRO DALE GENEVIEVE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 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 Daytime Telephone Number . 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes BRYAN S BREIDIGAM (717) 520-1105 ,.----.) Firm Name (If Applicable) REGISTER OF WILCS>USE ONLi-' ,-. --oj ,.., HERSHEY TRUST COMPANY First line of address C') t --1 .;~ PO BOX 443 Second line of address 100 MANSION ROAD EAST -=:~ r.~) City or Post Office DATE FILED -i_ State ZIP Code HERSHEY PA 17033 Correspondent's e-mail address:BBREIDIGAM@HERSHEYTRUST.COM Under penalties of perjury, I declare thai I have examined this return, 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. SI URE OF P DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 --.J MI w MI r,...;- ~-, '. j d~\ --.J 15056052059 REV-1500 EX Decedent's Name: GENEVIEVE W CASTRODALE RECAPITULATION 1. Real estate (Schedule A). . 2. Stocks and Bonds (Schedule B) 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) . . . . . 6. Jointly Owned Property (Schedule F) Separate Billing Requested. . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . 8. Total Gross Assets (total Lines 1-7). ......... 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . 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) . . . . . . . . . . . . . . . . . . . . . 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . 12. . . . . . 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 45 307,544.78 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 204-44-9087 Decedent's Social Security Number 1. 2. 5. 6. 7. 9. 347,900.24 2,072.83 1,794.84 351,767.91 9,545.44 705.47 10,250.91 341,517.00 33,972.22 307,544.78 13,839.52 13,839.52 15056052059 --.J REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME GENEVIEVE W CASTRODALE STREET ADDRESS 210 BIG SPRING ROAD #315 21 06 1109 DECEDENT'S SOCIAL SECURITY NUMBER 204-44-9087 CITY NEWVILLE STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 13,839.52 12,300.00 647.35 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) 12,947.35 TotallnteresUPenalty ( 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 + 5A. This is the BALANCE DUE. (5) (5A) (5B) 892.17 A. Enter the interest on the tax due. 892.17 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 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 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. 99116 (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. 99116 (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. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Genevieve W. Castrodale 21-06-1109 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 2,325.63 23.60 1. 40 shs MetLife Inc - Cusip: 59156RI08 Value per sh: $58.140753 Dividend payable 12/15/06 2 39 units Hershey Trust Company Common Trust Fund Equity REIT value per unit: $288.6058 11,255.63 3 26 units Hershey Trust Company Common Trust Fund Value Equity value per unit: $429.3268 11,162.50 4 315 units Hershey Trust Company Common Trust Fund Fixed Income value per unit: $999.3344 314,790.34 5 8,307.80 units Temporary Investment Fund value per unit: $1.00 Accrued interest to date of death 8,307.80 34.74 TOTAL (Also enter on line 2, Recapitulation) $ 347,900.24 6W4696 1.000 (If more space is needed, insert additional sheets of the same size) REV-150B EX + (6-9B) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Genevieve w. Castrodale FILE NUMBER 21-06-1109 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 United States Treasury - tax refund final life 1040 30.00 2 Presbyterian Homes - refund on expenses paid 68.60 3 Continuing Care Rx - refund 345.10 4 United Healthcare Services - refund 24.85 5 Adams County National Bank Certificate #3998916 Accrued interest to date of death 1,581.32 22.96 6W46AD 1.000 TOTAL (Also enter on line 5, Recaoitulationl $ (If more space is needed, insert additional sheets of the same size) 2,072.83 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL V-OWNED PROPERTY ESTATE OF Genevieve W. Castrodale FILE NUMBER 21-06-1109 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT SURVIVING JOINT TENANT(S) NAME A. Anne C Golovin 520 N Street, SW Apt S211 Washington, DC 20024 B. c. Daughter JOINTLY-OWNED PROPERTY: lET1ER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER JOINT N...MBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENTS INTEREST TENANT JOINTLY-fElDREAL ESTATE. 1. A. 4/5/05 Adams County Natl Bank 3,589.67 50 1,794.84 Check Acct #113 -719 TOTAL (Also enter on line 6, Recaoitulation) $ 1,794.84 6W46AE 1.000 (If more space Is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Genevieve W. Castrodale FILE NUMBER 21-06-1109 ITEM NUMBER A. B. 1. 2. Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: Egger Funeral Home Inc 15 Big Spring Ave Newville, PA 17241 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Hershey Trust Company Street Address 100 Mansion Road, East City Hershey State P A Zip 17033 Year(s) Commission Paid: Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4. Claimant Street Address City State Zip Relationship of Claimant to Decedent 5. Accountant's Fees Probate Fees 6. Tax Return Preparer's Fees 7. 8 9 10 11 6W46AG 2.000 Hershey Trust Company - fiduciary fees 11/2006 - 7/2007 Wake County Register of Deeds - copies of death certificates Milford Castrodale The Patriot News - estate advertising Cumberland Law Journal - estate advertising Miscellanous filing fees TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ AMOUNT 1,897.00 5,000.00 1,000.00 445.00 615.22 20.00 293.22 75.00 200.00 9,545.44 REV-1512 EX + (12-03) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Genevieve W. Castrodale SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-06-1109 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Hershey Trust Company - fiduciary fees 10/2006 VALUE AT DATE OF DEATH 295.98 2 Continuing Care Rx - pharmacy expenses 402.49 3 PA Department of Revenue - balance due on final life PA 40 7.00 6W46AH 1.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 705.47 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Genevieve W. Castrodale NUMBER I FILE NUMBER 21-06-1109 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under Sec. 9116 (a) (1.2)] Genevieve C. Carpenter #One The Lane, Ghlastleton, Morton-In-Marsh, G1os. GL56-5X, England 35% of residue RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE Daughter 118,902.76 2 Anne C. Golovin 520 N Street, SW, Apt S211 Washington, DC 20024 Sch F Item #1 35% of residue Daughter 1,794.84 118,902.76 3 Anne Castrodale Dugan 3531 Highland Court Drive Memphis, TN 38111 1/3 of 20% of residue Grandchild 22,648.14 4 Reid Wilson Castrodale 419 Winfield Blvd SE Concord, NC 28025 1/3 of 20% of residue Grandchild 22,648.14 See Attached 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 6W46AI 1.000 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Per Item IV of Last Will and Testament - 10% of residue to Christian charities and benevolences as selected by executors 33,972.22 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 33,972.22 (If more space IS needed, Insert additional sheets of the same size) Genevieve L. Castrodale 21-06-1109 PA Inheritance Tax Schedule J - Beneficiaries Item Nbr Name and Address Relationship Amount or Share of Estate 5 Emily M. Castrodale 2324 Springmoor Circle Raleigh, NC 27615 1/3 of 20% of residue Daughter-in-law 22,648.14 FILE COpy SECOND CODICIL OF GENEVIEVE W. CASTRODALE l, GENEVIEVE W. CASTRODALE, make this the Second Codicil to my Last Will and Testament dated August 22, 1985. I hereby revoke my First Codicil dated March 21, 1990. I also hereby revoke Item vm of my Last Will and Testament dated August 22, 1985. The following paragraph is intended to replace Item VIII of my Last Will and Testament. ITEM VIII: I appoint my daughter, ANNE C. GOLOVIN and my son, MlLFORD W. CASTRODALE, JR and HERSHEY TRUST CO:MPANY, or the Survivor of them, as Executors of this my last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand this B~ay of July, 1995. ~~~~1€~-.r"7'~(SEAL) GENEVIEVE . CASTRODALE Signed, published and declared on the date thereof by the above named GENEVIEVE W. CASTRODALE as and for the Second Codicil to her Last Will dated August 22, 1985 and codicil dated March 21, 1990 in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witness hereto. WITNESS: Commonwealth of Pennsylvania) County of ~ ;SS: We, GENEVIEVE W. CASTRODALE, Ro v<-" Q, V. 'R ~T Lt:-L and , , the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority, that the Testatrix signed and executed the instrument as the Second Codicil to her Last Will and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Second Codicil as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. TESTATRIX: ~~~~~J)Q~::t1~~ ( WITNESS: /41%4/ WITNESS: -- t;:bSCribed, ~ and acknowledged befnre me by Genevieve W. Castrodale, the Testatrix, ~r I( J and ' witnesses, this/~ 7T day of July, 1995. nu~~. ~ Not ry Public --' NOTARIAL SEAL , MARY E. LEHMAN, NOTARY ~JC DERRY.TWP, DAUPHIN COUNTY My Commission Expires .!'kN...23, 1995 -2- COD I C I L I, GENEVIEVE W. CASTRODALE, make this the First Codicil to mJ Last Will and Testament dated August 22,1985. I hereby revoke Item VIII in its entirety BRd in its place I place the following: VIII: I appoint my daughter, Anne C Golovin, and my ~on, 1-1ilf'ord W. Castrodale, Jr. and Ha.milton Bank, or the Survivor of them as Executors of this my Last Will a.~d Testa.ment. Dated:7t!.~2."ICf'10ByJ~~f~ ~ Genevieve .: satrodale Witnes~e!!: ~4-z-1D 9r~ , ?7? ~, <! ~ LD art h..-.P~ a J r",J ',,) i\ \ I " Q) " ',J..1 r-f " \ cO " 'U ~~. 0 ., H , \\......, " U) \ '::"1 cO \"..3 u , . ~: ~ ;_. , .J ,'Q) "J~ '{E 1\:" c:: "~ Q) },\ 19 ,'i\ .~~ \ '" \. '\" '~, . ',~ "''',' '\ ) 'I, .w OFFICES )IS 13< BLACK ~. PENNSYLVANIA LAST WILL AND TESTAMENT OF GENEVIEVE W. CASTRODALE / ,.,1 /', / '<"f? I, GENEVIEVE W. CASTRODALE, of West Permsboro Township, 120 Gre.en Ridge'Lane, Ne1lrville, Cumberland County, Permsylvania, declare this to be my Last Will, and revoke any Will or Codicil previously made by me. ITnM I: I direct that all my just debts, funeral expenses and administration expenses, (including my grave marker~! shall be paid from the assets of my estate as soon as practicable after my decease. , , ITEM II: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my husband, Milford W. Castrodale, providing he shall survive me by One Hundred Eighty (180) days. ~ ITIM III: Should my husband, Milford W. Castrodale, predecease me or die on or before the One Hundred Eightieth day following my death, I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: a. Ten percent (10%) to Christian charities and benevolences as selected by my hereinafter named Executors. b. Ten percent (10%) to be divided equally between my grandchildren, Anne Castrodale and Reid Wilson Castrodale. Du-c -j c. Eighty ---- percent (80%) to be divided equally among my children, Milford W. Castrodale, Jr., Genevieve C. Carpenter and Anne C. Golovin. ITEM IV: Should my son, Milford W. Castrodale, Jr., predecease me, I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: a. Ten percent (10%) to Christian charities and benevolences as selected by my hereinafter named Executors. b. Thirty-five percent (3S%) to n~ daughter, Genevieve C. Carpenter. c. Thirty-five percent (35%) to my daughter, Anne C. Golovin. d. Twenty percent (20%) to be divided equally among my claughter-in- law, Emily Castrodale, and my two grandchildren, Anne Castrodale and Reid Wilson Castrodale. 1"), ,{ ITBvl V: Should my daughter, Anne C. Golovin, predecease me, I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: a. Ten percent (10%) to 01ristian chari ties al1d benevolences as selected by my hereinafter named Executors. b. Fifty percent (50%) to my daughter, Genevieve C. Carpenter. c. Thirty percent (30%) to my son, ~tilford W. Castrodale, Jr. I ITEM VI : I devise and bequeath situate, as follows: d. Ten percent C1 0 %) to be divided between my two grandchildren, Anne Castrodale and Reid Wilson Castrodale. Should my daughter, Genevieve C. Carpenter, predecease me, the residue of my estate, of every nature and wherever a. len percent (10%) to 01ristian charities and benevolences as selected by my hereinafter named Executors. b. Forty percent (40%) to my son, Milford W. Castrodale, Jr. c. Forty percent (40%) to my daughter, Anne C. Golovin. d. Ten percent (10%) to be divided between my two grandchildren, Anne Castrodale and Reid Wilson Castrodale. ITEM VII: I direct that all taxes rllat may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM VIII: I appoint my son, Milford W. Castrodale, Jr., my daughter, Anne C. Golovin, and Commonwealth National Bank, or the survivor thereof, Executors of this, my Last Will. ITEM IX: bond for the faithful /\ IN WITNESS WHEREOF, I have hereunto set my hand this tst1Jt6-(AS r , 1985. I direct that my Executors shall not be required to glve perfonnance of their duties in any jurisdiction. -?-? /,1tJ d of ~.... - ay 6/ . ') C-; / I.., / /,! -. 4 :' r_ .7;:",1' /-'.:l7L.t:>r> d:.i. /1r",:i:t:~'d:/c..,t( (SEAL) Genevieve W /Castrodale The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the Testatrix, Genevieve W. Castrodale, was, on the day and date thereof, signed, published and declared by Genevieve W. Castrodale, the Testatrix therein named, as and for her Last Will, in the pre- sence of us, who, at her request, in her preS~lce and in the presence of each other, have subscribed our names as witnesses thereto. IS a SLACK Page Two of Two Pages W OFFICES . PENNSYLVANIA I.A \V OITlCES "NIlIS, iliACI<, ,SON & SCIIOIlI'I' I.. /'ENNSYI.VAN/A 17<1/1 COMMONWf:'ALIH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) We, GENEVIEVE W. CASTRODALE K l) 'v 11 L-O C. .'[lrJ t ( tJ~(l N ROBERT R. BLACK , and the Testatrix and the witnesses, respective- ly whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the rmdersigned authority that the Testatrix signed and executed the instrument as her Last Will, and that she had signed willingly (or willingly directed another to sign for her), and that she execut- ed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in ~le presence and hearing of the Testatrix, signed the Will as witness, and that to the best of her knowledge the Testatrix was at the time eighteen years of age or older, of sormd mind and Wlder no constraint or undue influence. . W" ~-'I; ~ .>:- ) .'1/.4 -' :1. /,1 ~j[~~rdfY.6.".p'L".{.(./ / C:C<L-4.::~~/L(;::'_ Testab-ix ~ Genevieve W_ Castrodalei (Zdle5) ~v-c~ Witness Robert R. Black a /7 , , ""--- .. .' Subscribed, sworn to and acknowledged before me by GENEVIEVE W. CASTRODAf,Erestatrix, and subscribed and swom ,to befo;t)e ,e:by RO.BERT R. BLAC~ ~d [rf II (1-0 f /I-LlitGi_t'-1-( wltnesses, t]llsj.:-?IU day of Ui.-U- , .tt, 1985. ~ y) / / - / I ;:{~ , ' ftf-1-71~f.... / Notary/ Public .. / / MARY AN j GORMAN, Nolary Public C3rlisle, Cumberland Co" Pa, My Commission Expires Sept. 19,1987 COMMOI,WEALTH OF PEI"I"SYLVAhIIA DEPA~Tf~EIH OF REVENUE BUREAU OF INDIVIDUAL TAXES (JEPT 280601 HARRISBURG. p,c. ] 7126-060 1 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT COMPANY HERSHEY TRUST 100 MANSION ROAD EAST POBOX 445 HERSHEY, PA 17033 --- 1.....1;: ESTATE INFORMATION: SSN: 204-44-9087 FILE NUMBER: 2106-1109 DECEDENT NAME: CASTRO DALE GENEVIEVE W DA TE OF PAYMENT: 02/23/2007 POSTMARK DATE: 02/22/2007 COUNTY: CUMBERLAND DA TE OF DEATH: 11/25/2006 NO. CD 007838 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $12,300.00 I I I I I I I I TOTAL AMOUNT PAID: REMARI<S: HERSHEY TRUST COMPANY C H E C 1< # 878 1 1 .. SEAL INITIALS: AJW RECEIVED BY: TAXPA YER $12,300.00 GLENDA FARNER STRASBAUGH REGISTER OF WillS ~ HERSHEY TRUST COMPANY August 8. 2007 Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA 17013 Dear Sir/Madam: Enclosed is a check for the P A Inheritance Tax return filing fee for the Genevieve W. Castrodale Estate. The file number is 21-06-1109. The return and tax payment have already been sent in. I was told to send the filing fee in and let you know that the return was already there. If there are any problems I can be reached at 717-520-1108. Thank you, r~~~,-\,,-- C\ ~\\~~~ Karin A. McCabe Tax Assistant :~ <.:3 -..; ;b;. ) , I..D ::s! .:u -'i - .. N en 100 MANSION ROAD EAST · P. o. Box 445 · HERSHEY, PENNSYLVANIA 17033-0445. (717) 534-3225 . FAX (717) 520-1111 . www.hersheytrust.com r .~ . 1~ .jr: +.: 't""'" f'.-. ,.....~ 0.1 Cl 1", CX) C~ C) ..... (\1 ~'_ U"l L.fl "0() U~\ C;J o::J 0... (.!r =, ~; ~: 8 U"i CI 9:: 1.;' C'J N ~. 'J) ~ c: · ff. Q. 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