HomeMy WebLinkAbout08-07-07 (2)
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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
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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
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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
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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!!:
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.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.
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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"
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~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
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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
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100 MANSION ROAD EAST · P. o. Box 445 · HERSHEY, PENNSYLVANIA 17033-0445. (717) 534-3225 . FAX (717) 520-1111 . www.hersheytrust.com
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