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Home My WebLink About08-16-07 --.J 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 7 File Number 003 9 Date of Birth 242320793 01012 0 0 7 12071920 Decedent's Last Name Suffix Decedent's First Name CASTELLI HELEN MI S (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 [:&l 1. Original Return o 4. Limited Estate o o 2. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 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 0 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 o o o o 8. Total Number of Safe Deposit Boxes WAY N E F S HAD E E S QUI R E Firm Name (If Applicable) 717 243 022 0 5 3 W EST P 0 M F R E T S T R E E T r REGIS"~iLLS "1LV 1,1 +0 ~ l:>r- ~_7 r-n -:: -Tl 'i:.:~;; (JI, 0"\ First line of address Second line of address City or Post Office State ZIP Code I I L_ _ 5:5 _ ::Dm FILED _u_,~___u___ U1 \D > ::r= , ., CAR LIS L E P A 17013 Correspondent's e-mail address:waynefshade@?earthlink.net Under penalties of pe~ury, I declare that 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 infonnation of which preparer has any knowledge. SIGN~F PERSON R. F R FILING RETURN DATE ADDRESS 53 West Pornfret Street Carlisle PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 15056041125 --.J .....J 15056042126 REV-1500 EX Decedent's Name: Helen S. Castelli RECAPITULATION 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) 0 Separate Billing Requested . . . . . ., 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 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.O _ 16. Amount of Line 14 taxable at lineal rate X .0 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 ................................................1a 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042126 Decedent's Social Security Number 242320793 1764828 6330894 2 0 7 2 5 4 2 4 2 8 8 2 1 1 4 6 1 7 7 3 7 4 0 5 8 5 2 2 9 2 3 5 8 9 6 9 2 6 4 6 2 1 7 7 2 6 4 6 2 1 7 7 0 0 0 o 15056042126 .....J ~EV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Helen S. Castelli . -_._.._..._.._--_._.__.__._..._-~--_._-- .._------~---- ._------~-------- --- .----- .--.-....- STREET ADDRESS 1 0 1.~g~ Qriy.e File Number 0039 CITY Carlisle - ----------rsTATE---- I PAl ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits ( A + 8 + 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. (5) A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 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; ...................................................................... 00 0 b. retain the right to designate who shall use the property transferred or its income; ............................... 0 0 c. retain a reversionary interest; or ................................................................................................ 0 0 d. receive the promise for life of either payments, benefits or care? ....................................................... 0 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. 0 00 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) (iill. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax 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 or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . REV-1503 EX + (6-98) . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Helen S. Castelli FILE NUMBER 0039 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 468 shares of RegIOns FmancIaI Corp. common stock VALUE AT DATE OF DEATH 17,648.28 TOTAL (Also enter on line 2, Recapitulation) $ 17,648.28 (If mnrp. ~nRr.P. i~ nP.MP.n in~p.rt ~nnitinn~1 ~hp.p.!!:; nf thp. ~~mp. ~i7P.\ REV-1508 EX + (6-98) . . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen S. Castelli ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. FILE NUMBER 0039 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. DESCRIPTION RegIOns FmancIaI Corp., dividend VALUE AT DATE OF DEATH 168.48 Proceeds of public auction of 1998 Pontiac Grand Am SE 2,705.00 USAA, automobile insurance refund 197.68 CNA - Continental Casualty Company, refund of long term care insurance premiu n 4,809.88 Armed Forces Insurance, insurance premium refund 620.49 USAA, subscriber savings account 254.11 Embarq, refund of telephone charges 7.82 USAA, subscriber savings account 28.23 UGI, gas service refund 30.79 Rowe's Auction Service, net proceeds of sale of personal property 5,863.00 FirstEnergy Corp., electrical services refund 35.27 Members 1st Federal Credit Union, Account #183892 47,605.19 Cumberland Crossings, refund of residential service fee 983.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 63,308.94 REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT:. Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner MONEY MANAGEMENT ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: HELEN S. CASTELLI Date of Death: January 1, 2007 Social Security Number: 242.32.0793 ,., 1~ MEMBERS 1st FEDERAL CREDIT UNION 183892-00 05/06/1999 $409.19 $.00 $409.19 None 183892-11 05/06/1999 $7,438.83 $.00 $7,438.83 None 183892-05 05/06/1999 $39,757.14 $.00 $39,757.14 None M'fMrERS 1s~DERAL CREDIT UNION W;;r4i~. d mz:= Denise A. Wolfe Insurance Services upervisor January 31,2007 5000 Louise Drive. P.G. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 · www.members1st.org REV-1510 EX + (6-98) . . SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen S. Castelli FILE NUMBER 0039 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. Pacific Lite 207,254.24 100. 207,254.24 2. During her lifetime, the decedent gave lump sum cash gifts in the amount of $50,000 each to the American Cancer Society and Deborah Hospital Foundation. She received monthly payments in the amount of $383.34 from each donee. At her death, the charitable donees retained the principal of the gifts. TOTAL (Also enter on line 7 Recapitulation) $ 207,254.24 IIf morA ~n;:!r.P. i~ nAArlArl in~Art ;:trlrlition;:tl ~hp.p.t~ of thA ~;:tmA ~i7A\ ~\ PACIFIC LIFE Page 1 of 8 Variable Annuity Quarterly Statement P.O. Box 7187' Pasadena, CA 91109-7187 Statement Period 10/01/2006 - 12/31/2006 Prepared For CRAIG A NISSLEY FINANCIAL NETWORK INVESTMENT CORP 1166 WALNUT BOTTOM RD CARLISLE PA 17015-9160 Your Client HELEN S CASTELLI 101 EGE DR CARLISLE PA 17013-7622 Customer Service 1-800-722-2333 Mon - Fri, 6 a.m. - 5 p.m. Pacific time Pacific Portfolios Contract Information Contract Number VR05054982 Owner HELEN S CASTELLI Joint Owner none Annuitant HELEN S CASTELLI Joint Annuitant none Plan Type Non-Qualified Issue Date 09/21/2005 Active Programs Income Access Plus Rebalancing Pre-Authorized Withdrawals Phone/Electronic Authorization (All) Portfolio Optimization Summary Values Year-to-Date Contract Summary Contract Value on 12/3112005 Total Payments Total Withdrawals Surrender Value on 12/3112006 Death Benefit on 12/3112006 Contract Value on 12/31/2006 $201,807.28 $0.00 $6,400.00 $194,424.84 $207,254.24 $207,254.24 Historical Contract Summary Current Value 12/3112006 Last Quarter Value 0913012006 Value 12 Months Prior 12/3112005 Total Payments Since 0912112005 Total Withdrawals Since 0912112005 $207,254.24 $203,089.74 $201,807.28 $200,000.00 $6,400.00 Investor Information Please review this statement carefully. If you identify an error on a statement, notify us in writing within 30 days from receipt of the statement on which the error occurred. Please consult your contract for specific information. You can obtain your contract value at any time by using one of the following methods: 1) Go to "My Account" on our Web site, 2) Call our Customer Service Specialists at (800) 722-2333 between 6:00 a.m. and 5:00 p.m. Pacific Time, or 3) Call our automated VRU (Voice Response Unit) at the same number, 24 hours a day, 7 days a week. To receive e-mail notification when statements, prospectus updates, annual reports, etc. are available, talk to your financial professional, who can help you complete and return the Telephone/Electronic Authorization form (1624-4A). You can also enroll on our Web site or call (800) 722-2333. REV-1511 EX + (12-99) . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen S. Castelli SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 0039 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Auer Memorial Home and Cremation Services, Inc., cremation expenses 25.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Wayne F. Shade, Esquire 15,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills of Cumberland County 306.00 5. Accountanfs Fees 6. Tax Retum Prepare~s Fees 7. Cumberland Law Journal, advertise Letters Testamentary 75.00 8. Terry Lindsey, trash removal 155.00 9. The Patriot-News, subscription fee 16.50 10. Formprest Cleaners, drycleaning 21.56 11. Embarq, telephone service 31.15 12. Auer Memorial Home and Cremation Services, Inc., publication of obituaries 387.80 13. Met-Ed, electric service 57.76 14. UGI, gas service 188.35 15. The Sentinel, advertise Letters Testamentary 144.29 16. Register of Wills, Short Certificate 4.00 17. Register of Wills, Short Certificates 8.00 18. Computershare, share liquidation fee 572.99 TOTAL (Also enter on line 9, Recapitulation) $ 17,737.40 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Helen S. Castelli Decedent's Name Page 1 21 07 0039 File Number Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER 19. 20. 21. 22. DESCRIPTION Smith Elliott Kearns & Company, LLC, accounting services Register of Wills, Short Certificate Register of Wills, filing inheritance tax return Register of Wills, reserve for filing Account, etc. AMOUNT 225.00 4.00 15.00 500.00 SUBTOTAL SCHEDULE H.B7 744.00 REV-1512 EX + (12-03) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen S. Castelli FILE NUMBER 0039 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. Cumberland Crossings, residential service fee VALUE AT DATE OF DEATH 983.00 2. Cumberland Crossings, residential service fee 883.42 3. Internal Revenue Service, 2006 federal income tax 2,782.00 4. United States Treasury, federal income tax 820.53 5. American Cancer Society Gift Annuity Fund, annuity payment reimbursement 383.34 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,852.29 ,"'-"" "'. ",* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen S. Castelli SCHEDULE J BENEFICIARIES FILE NUMBER 0039 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Kidney Foundation of Central Pennsylvania 2,705.00 4813 Jonestown Road Harrisburg, PAl 71 09 2. West Shore Shelter of the Humane Society of Harrisburg Area, Inc. 500.00 710 Eppley Road Mechanicsburg, PA 17055 3. United Cerebral Palsy of the Capital Area 500.00 925 Linda Lane Camp Hill, PA 17011 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 264,621.77 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Helen S. Castelli Decedent's Name Page 2 21 07 0039 File Number Schedule J - Beneficiaries - 2B B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 4. Rehabitat P.O. Box 81 Dillsburg, PA 17019 5. Doctors Without Borders USA, Inc. 333 Seventh Avenue, Second Floor New York, NY 10001-5004 6. CARE 151 Ellis Street, N.E. Atlanta, GA 30303-2440 7. Project HOPE - The Peop1e-to-Peop1e Health Foundation, Inc. 255 Carter Hall Lane Millwood, VA 22646-0255 8. AmeriCares Foundation, Inc. 88 Hamilton Avenue Stamford, CT 06902 500.00 65,104.20 65,104.19 65,104.19 65,104.19 SUBTOTAL SCHEDULE J.2B 260,916.77 STATOD ENTERPRISES. INC. T/A HARRISBURG AUTO AUCTION Run No. L 0158 Sale Date Acct No. CASTELLI Acct Name WAYNE SHADE-EXECUTOR~ Stock No. 132556 Buyer J0008 J D BYRIDER 2185 BRIDGE ST PHILADELPHIA, PA 19124 Check Date 1/25/2007 Vin Make . Title 1/25/2007 Seller# K9205 CK# 000372675 IG2NE12M2WC704547 Year 1998 PONTIA Model GRAND AM SE PA 51449892904 CA Miles 041135 Sale Amount Vehicle Chgs Customer Chgs Net Amount 2,800.00 95.00 Seller K9205 KIDNEY FNDTN OF CENTRAL PA 4813 JONES TOWN RD STE 101 HARRISBURG, PA 17109 2,705.00 ADMIN CHARGE 1/25 L 0158 1G2NE12M2WC704547 80.00 WASH ONLY 1/25 L 0158 1G2NE12M2WC704547 15.00 THE REVERSE SIDE OF THIS DOCUMENT INCLUDES AN ARTIFICIAL WATERMARK - HOLD AT AN ANGLE TO VIEW '. .' . ........ .. .... ......< .. "'"cpy ENOORS~ENT."'HIS C:H~C~ IS~CC~ED.IN FUl.LPAYMENTOFTHE AB?VEACCOIJNT ..IF.INC~RR~'foLEAsERETURN. ST ATO[);J;NIERPt:U~ES,.U\JC..'.:rbeAuction Designed pENNSYLVANIA STATE BANK T/A HARFUSIJUR~ A.UTOAUC ON.WitbYou in Nina" AMPHILL.PA 7001.()487 ~~%PH~~I~ . "l,$~~!fliO ....~~~~.~~ ~~~e h 'll,if\ \~:,,':~!h;.;,~~7-2~" , . NEY 48130"ONES"P.. HARRISBt1RGi::i~t . > :. '. ;:~!i\~!:~\~\i,.::,':::~nt Acct NO. CASTELL < ~mPh~ame.:.;W ~:'5t} _.__~~. -"-n_:"..'i~:\,:':O::';~.~:~~:~-"'21-_ ";\I;::.t':~;:;~~ -__-:t;!\~~~~.:I\,~~!J 1/25/2007 L 158 'I ,I ' 1 I'~, ,1 I :':\~!i\\\}\;;';,:::_-",;:~\\\l:~T(':' f***,*~*:* :i(}bl.l il:~~tt~~kl~~~ INd:\:,~iff' TIP. HARRISBURG' AlJTO AUCTION .. ,"1: :',:\"}(i,::; .-;," ',;:\i,\ .\',;;',"". "'-"--'-,'., ',-, ',,, '.. . *,~~f~" ,'<"; :;:,'-,j"; I "I' :';:Wi.i".\;-,; ..k":'.:~,2";'':';;'''~'~_''H'.''__''<-''':':''":~'';~'~'~'''''_:'''-::~;.'.;."~~,,,.1.~..~~~.,,:~:,;.':""~:;;;:;:c.-....~,..,,~~-_..;.~..:. "I.:, VOIO'AFT.'ER 9.0 DAY. S'. . '1''< 'I .. ......~. ._~.,_.. ...,._". ..~,. ._.~,'-~.. .... _.. ."~.~:l.~'L .._ __. _ "~~ II- ~ 'i' 2 b 'i' 511- I: 0 ~ I. ~ 0 2 L, L, 'i' I: I. 5 ~OL, I. I. 2 II- J ~ A '.. .'1 WAYNE F. SHADE Attorney at Law S3 West Pomfret Street Carlisle, Pennsylvania 17013 LAST WILL AND TESTAMENT I, HELEN S. CASTELLI, of the Township of South Middleton, County of Cumberland, Commomvealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts, funeral expenses and expenses in connection with administration of my Estate be paid by my personal representative or representatives, hereina fier named, as soon as conveniently may be done after my decease. I further authorize my personal representative to expend funds from my Estate in such amounts as my personal representative shall consider appropriate, for the disposition and memorial of my remains. SECOND. I ghe and bequeath any motor vehicle that I may own at my date of death unto the KIDNEY FOUNDATION OF CENTRAL PENNSYLVANIA, its successors or asSlgns. THIRD. I give and bequeath the sum of Five Hundred and No/lOO ($500.00) Dollars to the WEST SHORE SHELTER OF THE HUMANE SOCIETY OF HARRISBURG AREA. INC., its successors or assigns. UJ ') ~ j WAYNEF.SHADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 FOURTH. I give and bequeath the sum of Five Hundred and No/I 00 ($500.00) Dollars to UNITED CEREBRAL PALSY OF THE CAPITAL AREA, its successors or assi r FIFTH. I give and bequeath the sum of Five Hundred and No/IOO ($500.00) Dollars to REHABIT AT with offices at 1815 Pennsylvania Avenue, Dillsburg, Pennsylvania 17019, its successors or assigns. SIXTH. I direct that my Executor sell all of my personal property and household goods and remit the proceeds therefrom to a person or organization identified on a sheet of paper attached hereto, which may be dated on or after the date of this my Last Will and Testament. In the event that such a sheet of paper is not attached hereto, then the value of said personal property and household goods shall be distributed as part of my residuary estate. SEVENTH. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto the following, in equal shares: (a) DOCTORS WITHOUT BORDERS (MEDECINS SANS FRONTIERES), 6 East 39th Street, 8th Floor, New York, New York 10016, its successors or assigns; (b) CARE, 151 Ellis Street, N.E., Atlanta, Georgia 30303- 2440, its successors or assigns; -2- \ \j "6 ~ WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 (c) PROJECT HOPE, 255 Carter Hall Lane, Millwood, Virginia 22646-0255, its successors or assigns; and (d) AMERICARES, 161 Cherry Street, New Canaan, Connecticut 06840-9975, its successors or assigns. In the event that any of the foregoing organizations should cease to exist without designation of successors or assigns, I order and direct that the said residue of my Estate be divided among my remaining residuary beneficiaries, their successors or assigns, in equal shares. EIGHTH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that al I inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the property passes under my Last Will and Testament. My personal representative ~hall have full power and authority to pay, compromise or settle aflY such taxes at anytime whether with respect to present or future interests. -3- ') ~ WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 NINTH. I order and direct that any liens against any personal property which passes to a designated person either under this my Last Will and Testament or otherwise shall be paid from the r~sidue of my Estate prior to distribution as an expense of administration and that such specific bequests of personal property not pass subject to any liens thereon. TENTH. Any and all decisions, determinations or actions made or taken by a personal representative hereunder, ifmade in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and 1 estament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate assets at anytime, in the absence of willful default. ELEVENTH. I order and direct that, upon my death, my body be cremated in lieu of burial and that dispo:;ition of my ashes be in accordance with my direction or, in lieu thereof, at the discretion of my personal representative. LASTL Y. I nominate, constitute and appoint my legal counsel, WAYNE F. SHADE, ESQUIRE, to be the Executor of this my Last Will and Testament, but if, for any reason, he should fail to qualify as such Executor or decline or cease so to serve, I nominate, constitute and appoint CONNIE J. TRITI to be the Executrix hereof, each to serve without bond. -4- WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 IN WITNESS \\'HEREOF, I, HELEN S. CASTELLI, have hereunto set my hand and seal to this my Last Will and Testament which consists of seven (7) typewritten pages to each of which I have affixed my signature, this 18th day of April _, A.D. Two Thousand Six (2006). 0J.4r7 d ~ Helen S. dastelli (SEAL) The preceding instrument, consisting of this and six (6) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by HELEN S. CASTELLI, the Testatrix therein named, as her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. QlAtr/?(, ~ ~~v< -5- Acknowledgment COMMONWEALTH OF PENNSYLVANIA) ) SS: COUNTY OF CUMBERLAND ) I, HELEN S. CASTELLI, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed thf~ instrument as my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. On this the 18t~ day of April ,2006, before me, the undersigned officer, personally appeared WAYNE F. SHADE, ESQUIRE, known to me (or satisfactorily proven) to be a member of the Bar of the highest court of said Commonwealth and celtified that he was personally present when HELEN S. CASTELLI, whose name is subscribed to the within instrument, executed the same, and that she executed the same for the purposes therein contained. IN WITNESS VvHEREOF, I hereunto set my hand and official seal. / ~ c;%i ~' Helen s. ~i NOTARIAL SEAL ROBERT G. FREY. NOTARY PU8UC .. BOROUGH OF CARUSLE. CUMBERLANDCO~ PA MY COMMISSION EXPIRES JUNE 'ZT. 2<106 ~-J. ~ Notary Public Affidavit COMMONWEALTH OF PENNSYL VANIA ) ) SS: COUNTY OF CUMBERLAND ) WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 We, Dor aM. Addams and J . R. Snaman , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the -6- instrument as her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. On this the 1 Rt-h day of April ,2006, before me, the undersigned officer, personally appeared WAYNE F. SHADE, ESQUIRE, known to me (or satisfactorily proven) to be a member of the Bar of the highest court of said Commonwealth and celtified that he was personally present when Dora M. Addams and J. R. Snaman , witnesses as aforesaid, witnessed the:: same. WtIU?/ 'f1t, ~ - ~ ~ ~ NOTARIAL SEAl ROBERT G. FREY. NOTARY PUBlIC BOROUGH OF CARUSLE. CUMBERlAND CO PA MY COMMISSION EXPIRES JUNE 27. 200ii WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 -7-