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HomeMy WebLinkAbout11-29-07 fl S; (p l.f J:; ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, P A ORPHANS' COURT DIVISION FILE NO. 21-07-39 FIRST AND FINAL ACCOUNT OF WAYNEF. SHADE EXECUTOR For ESTATE OF HELEN S. CASTELLI, DECEASED Social Security #: Tax ID #: Date of Death: Date of Incapacity, ifany: Date of Appointment: Date of First Complete Advertisement: Accounting for the period: 242-32-0793 20-7226530 January 1,2007 None January 11,2007 January 31, 2007 January 2, 2007 to November 26, 2007 Purpose of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Wayne F. Shade, Esquire 53 West Pomfret Street Carlisle, Pennsylvania 17013 717..243-0220 Supreme Court I.D. No. 15711z..., (") c:::t C c:::t .."..0 ~ fij::O fTl -0 (") 0 :D ;E r- ..c: r-- m N '7,. :z :0 \.0 :'203::::-;: c.Joo 3>> C-) 0 " .... o c ..... : :0 :0-1 )> - .. :o~ rn~ g,s- '-\ p,rn :1:1 <::7 o~ -n :;s: ..,....4= .....- r-- 0?Q -n CJ1 \D ~ SUMMARY OF ACCOUNT Receipts Net Gain or Loss on Sales or Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Family Exemption Federal, State & Local Taxes Fees and Commissions $292,215.93 (2,088.64) PAGES 1 2 PRINCIPAL Balance before Distributions Distributions to Beneficiaries 0.00 412.80 4,517.44 0.00 3,602.53 15.225.00 $266,369.52 2.705.00 $263,664.52 2 2 2 3 3 4 Principal Balance Remaining For Information: Investments Made Changes in Holdings INCOME Receipts Less Disbursements Income Balance Remaining $5,645.03 4 0.00 4 $5,645.03 0..00 $5,645.03 ~ 5 Balance before Distribution Distributions to Beneficiaries COMBINED BALANCE REMAINING Verification . PRINCIPAL RECEIPTS 1/ 2/07 Members 1st Federal Credit Union, Account #183892 $47,605.16 1/ 2/07 Deborah Hospital Foundation, annuity 383.34 1/ 2/07 DF AS-Cleveland, pension 563.00 1/ 3/07 Social Security 1,491.00 1/22/07 Proceeds of public auction of 1998 Pontiac Grand Am SE 2,705.00 1/29/07 American Cancer Society Gift Annuity Fund, annuity 383.34 2/ 9/07 USAA, automobile insurance refund 197.68 2/12/07 Embarq, refund of telephone charges 7.82 2/15/07 USAA, subscriber savings account 28.23 2/16/07 UGI, gas service refund 30.79 3/ 6/07 Rowe's Auction Service, net proceeds of sale of personal property 5,863.00 3/15/07 FirstEnergy Corp., electrical service refund 35.27 3/26/07 Pacific Life, variable annuity 207,254.24 3/28/07 USAA, subscriber savings account 254.11 4/ 4/07 Armed Forces Insurance, insurance premium refund 620.49 4/ 5/07 Cumberland Crossings, refund of residential service fee 983.00 4/24/07 State Employees' Retirement System, death benefit 1,352.30 8/ 6/07 Regions Financial Corp., 468 shares of common stock 17,648.28 10/17/07 CNA - Continental Casualty Company, refund of long term care insurance premium 4.809.88 TOTAL PRINCIPAL RECEIPTS $292,215.93 -1- PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS 3/26/07 Pacific Life, variable annuity Net proceeds $208,896.52 Fiduciary acquisition 207,254.24 8/ 6/07 Regions Financial Corp., common stock Net proceeds $13,917.36 Fiduciary acquisition 17,648.28 NET TRANSFERRED TO SUMMARY GAIN $1,642.28 PRINCIPAL DISBURSEMENTS DEBTS OF DECEDENT TOTAL DEBTS OF DECEDENT FUNERAL EXPENSES 1119/07 Auer Memorial Home and Cremation Services, Inc., cremation expenses 2/ 1107 Auer Memorial Home and Cremation Services, Inc., publication of obituaries TOTAL FUNERAL EXPENSES ADMINISTRATION EXPENSES 1111107 UGI automatic withdrawal, gas service 1129/07 First Energy Corp. automatic withdrawal, electrical service 2/ 1107 Wayne F. Shade, Esquire, reimbursement Probate Cumberland Law Journal, advertise Letters' Testamentary Terry Lindsey, refuse removal 75.00 155.00 $306.00 -2- LOSS ($3,730.92) ($2,088.64) None $25.00 387.80 $412.80 $181.39 35.27 536.00 . None FEDERAL, STATE AND LOCAL TAXES 4/10/07 United States Treasury, 2006 federal income tax 6/18/07 United States Treasury, federal income tax TOTAL FEDERAL, STATE AND LOCAL TAXES $2,782.00 820.53 $3,602.53 -3- . FEES AND COMMISSIONS 5/ 7/07 Smith Elliott Kearns & Company, LLC, accounting services $225.00 11/26/07 Wayne F. Shade, attorney fees 15,000.00 TOTAL FEES AND COMMISSIONS $15,225.00 TOTAL PRINCIPAL DISBURSEMENTS $23,757.77 DISTRIBUTIONS 1/22/07 The Kidney Foundation of Central Pennsylvania, 1998 Pontiac Grand Am SE, in kind $2.705.00 TOTAL DISTRIBUTIONS $2,705.00 INCOME RECEIPTS 1/ 2/07 Regions Financial Corp., dividend $168.48 1/30/07 Members 1st Federal Credit Union, Account #183892, interest 74.05 4/ 2/07 Regions Financial Corp., dividend 168.48 7/ 2/07 Regions Financial Corp., dividend 168.48 10/23/07 Pennsylvania State Bank, interest 2,106.35 10/31/07 Orrstown Bank, interest 2.959.19 TOTAL INCOME RECEIPTS $5,645.03 INCOME DISBURSEMENTS TOTAL INCOME DISBURSEMENTS None -4- .-- -- _,~,,--,-1'--- . .. VERIFICATION Wayne F. Shade, Esquire, Executor of the Will of Helen S. Castelli, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is tme and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. ~4904 relating to unsworn falsification to authorities. Date: November 28, 2007 ~~L Wa e F. Shade, Esquire -5- T ..' DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF HELEN S. CASTELLI, DECEASED No. 21-07-39 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 ..,"," This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Supreme Court ID: Address: Wayne F. Shade, Esquire 15712 53 West Pomfret Street Carlisle, P A 17013 717-243-0220 717-249-0017 Telephone: Fax: ..J__..,_:~.___'~ ....'1 ?;o h:i;;g ~....3~P czrn c:~ - :0 ':,;:.: (j) ==" c..:J80 n "'f1 o~ :::0 :0-1 :;J> l"'.:t c::t c::t ...... :z o < N \D -0 :x N .. ::::0 -om t.s8 ~e5 93E9 ~~. r5~ ~~ g ~ Estate of Helen S. Castelli, Deceased 1. Name(s) and address(es) ofPetitioner(s): Name: Address: Wayne F. Shade, Esquire 53 West Pomfret Street Carlisle, P A 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account and state reason: None Is this the first accounting by this fiduciary? . . . . . . . . . . . . ..X- Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on January 1,2007 ..X- Letters Testamentary or _ Letters of Administration were granted to Petitioner(s) on January 11,2007 Date of Will (ifapplicable): April 18, 2006 Date(s) ofCodicil(s) (ifapplicable): None Date of probate (if dijJerent from date Letters granted): January 11, 2007 Was a bond required? _ Yes ..X- No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . ..X- Yes _ No Dates of advertising of the grant of Letters: Cumberland Law Journal on January 19, 26.and February 2,2007; The Sentinel on January 17, 24 and 31, 2007 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . _ Yes ..X- No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . (See ~2201, et seq., of the Probate, Estates and Fiduciaries Code) Yes No If yes, date of election: -2- Estate of Helen S. Castelli, Deceased 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (ifnone, so state): 6. Did decedent marry after execution of Will or Codicil(s)? Yes -X-No Were any children born to decedent after execution of Will or Codicil( s)? . . . . . . . . . . . . . . . . . . . Yes -X-No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. ~1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . -X... Yes _ No 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3,6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed.in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected . thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifYing that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service -3- .. Estate of Helen S. Castelli, Deceased of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Eot:h Part1J in Interest IrelationshiD and Comments, if anY Interest Kidney Foundation of Central None $2,705.00 Pennsylvania Humane Society of Harrisburg None $500.00 Area, Inc. United Cerebral Palsy of the None $500.00 Capital Area Rehabitat None $500.00 Doctors Without Borders USA, None $66,952.39 Inc. CARE None $66,952.39 Project HOPE - The People-to- None $66,952.39 People Health Foundation, Inc. AmeriCares Foundation, Inc. None $66,952.38 B. Identify each party who is not suijuris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardianffrustee Ad Litem has or has not been filed for this Audit (see Pa. o.c. Rule 12.4). -4- Estate of Helen S. Castelli, Deceased D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? Yes Yes - - No No - - Yes Yes - - No No - - Yes Yes - - No No None If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. ~3392 and the proposed payments. 11. Was family exemption claimed? . . . . Yes ..1LNo Was family exemption allowed? Yes ..1LNo Family exemption claimant's name and relationship: Name: Relationship: 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows: Date Payment Interest I None I I I -5- Estate of Helen S. Castelli, Deceased 13. On the date of death, was the decedent a fiduciary (personal representative, tmstee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? . . . . . . . . Yes -X... No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . _ Yes _ No 15. IfPetitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. None 16. Had the decedent been adjudicated an incapacitated person? . . _ Yes -X... No If yes, attach a copy of the Order if available; otherwise state the court, term, number, date and name of hearing judge. -6- .--....^ .' Estate of Helen S. Castelli, Deceased 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . Yes No 18. If a reserve is requested, state amount and purpose. Amount: $450.00 Purpose: Filing estate documents If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the . .. ? Y N parties m mterest. . . . . . . . . . . . . . . . . . . . . . . . _ es _ 0 If so, attach a copy of the notice. 19. Is the court being asked to direct the filing of a Schedule of Distribution? Yes ..x... No As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . _Yes _No Wherefore, your Petitioner( s) ask( s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Prooosed Distril1utee(s) AmountlPrODortion Doctors Without Borders USA, Inc. 1/4 of residue CARE 1/4 of residue Project HOPE - The People-to-People Health 1/4 of residue Foundation, Inc. -7- Estate of Helen S. Castelli, Deceased I AmeriCares Foundation, Inc. 1 1/4 of residue B. Principal: Prooosed Distribtllee(s) Amount/Proportion Humane Society of Harrisburg Area, Inc. $500.00 United Cerebral Palsy of the Capital Area $500.00 Rehabitat $500.00 Doctors Without Borders USA, Inc. 1/4 of residue CARE 1/4 of residue Project HOPE - The People-to-People Health 1/4 of residue Foundation, Inc. AmeriCares Foundation, Inc. 1/4 of residue Submitted By: (All petitioners must sign. Add additional lines ifnecessary): !ir- ~ Wayne . Shade, Esquire -8- Estate of Helen S. Castelli, Deceased Verification of Petitioner 01erification must be by at least one petitioner) The undersigned hereby verifies that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa.C.S. ~4904 (relating to unsworn falsification to authorities). ~/"~ Wayn .. Shade, Esquire Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication / Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Waynef'~~~ Counsel for Petitioner -9- PROOF OF PUBUCATION OF NOTICE IN CUMBERLAND LAW JOlJRNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 'If; COMMONWEALTH OF PENNSYL VANIA SSe COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Cat lisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, V1Z: January 19,26, and February 2, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. SWORN TO AND SUBSCRIBED before me this 2 day of February. 2007 CMt.m, BeIea ... dee'd. Late of South Middleton Town- ship. Executor: Wayne F. Shade, 53 West PomCret Street. Carlisle, PA 17013. Attorney: Wayne F. Shade, Es- quire, 53 West Pomfret Street, CarUsle, PA 17013. 'I'ARI SEAl LOIS E SNYDER, Notary Public Carlisle Born. Cum~d County My Commission Expires March 5. 2009 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker. Classified Advertising Manaser , of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that lHE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, ~unty and State aforesaid, was established December 13th, 1881, since which date 1HE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of TIlE SENTINEL on the following day(s) January 17. 24, 31, 2007 COPY OF NOTICE OF PUBLICATION - '''' Affiant further deposes that hel she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of ~~J '~1IIDliI ". . r ..... .... ...'" .111. .... ._.!!1=~.=: i'." ...."'J~. "<".",~. .... ..1eG....d.have . bMft...-_".,.F. ' " AI...................... tc>>" ~ to IfId ee..-....... ..' ...... .~. . ~. 'm.............. . ....' .havlngdlllmlt....,.....tllInlfDr ',_to:, :' , m;..... . 53W~ .', .,8tniet ',' ~ 1..17013 wamefl;....;.............. 53'" PClmfnIt a;s- c.tIlIIt. PA 17011 Momey . Sworn to and subscribed before me this 31st day of January, 2007. ...1 ''"- JI c~O)~{[~ Notary Pu My commission expires: q It{Of TH OF ~YLVANIA Not8IIIt SIIiI ChriSIIlW L. WcMe. NalIIY PublIC QltilleBorO. cu.wtlllld ecuntY M>I Q....*-iDn EJpIreS Sept, 1. 2008 Member. Pennsylvania As8oclation Of Notaries WAYNE F. SHADE Aaomey at Law 53 West Pomtiet Str=t Carlisle. Pennsylvania 17013 ," IN RE: ESTATE OF HELEN S. CASTELLI, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION : NO. 21-07-3'9 NOTICE OF FILING ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION NOTICE is hereby given that the First and Final Account of Wayne F. Shade, Esquire, Executor of the Estate of Helen S. Castelli, Deceased, and a Statement of Proposed Distribution of the balance of the assets of said Estate will be filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, on or before December 7, 2007, and that the same will be called for confmnation on January 8, 2008, at 9:30 A.M. in the designated courtroom on the fourth floor of the Cumberland County Courthouse, Carlisle, Pennsylvania, at which time and place you may appear, either in person or by counsel. Copies of said First and Final Account and Statement of Proposed Distribution are enclosed herewith, and the originals as filed may be inspected in the Office of the Register of Wills of Cumberland County, Pennsylvania, at anytime prior to their presentation for confirmation. Unless objections to said First and Final Account or Statement of Proposed Distribution, or both, are filed in writing not later than 9:00 A.M. (prevailing time) of the date fixed for confirmation thereof unless otherwise permitted by the Court prior to confirmation, said First and Final Account will be confirmed; and distribution will be ordered according to the enclosed Statement of Proposed Distribution. If you have no objections to the enclosed, you do not need to appear in court at the time of confirmation. Date: November 26, 2007 ~ffi E~_ Wayn F. Shade, Esquire . WAYNE F. SHADE AUomcy at Law S3 W. Pomfict Street Carlisle. Pennsylvania 17013 .. NOTICE TO: Humane Society ofHanisburg, Inc. 7790 Grayson Road Harrisburg, P A 17111 'I'; United Cerebral Palsy of the Capital Area 925 Linda Lane Camp Hill, PA 17011 Rehabitat P.O. Box 81 Dillsburg, P A 17019 Doctors Without Borders USA, Inc. 333 Seventh Avenue, Second Floor New York, NY 10001-5004 CARE 151 Ellis Street, N.E. Atlanta, GA 30303-2440 Project HOPE - The People-to-People Health Foundation, Inc. 255 Carter Hall Lane Millwood, VA 22646-0255 AmeriCares Foundation, Inc. 88 Hamilton Avenue Stamford, CT 06902 Charitable Trusts and Organizations Section Office of Attorney General 14th Floor, Strawberry Square Harrisburg, PA 17120 .. .;" WAYNEF. SHADE Attorney at Law 53 West Pomftet Street Carlisle, Pennsylvania 17013 : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION INRE: ESTATEOF HELEN S. CASTELLI, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania : NO. 21-07-39 STATEMENT OF PROPOSED DISTRIBUTION The Executor proposes to distribute the entire balance of the Estate for distribution under the provisions of Items Third, Fourth, Fifth and Seventh of the Last Will and Testament of the decedent, as follows: 1. Humane Society of Harrisburg Area, Inc. $500.00 2. United Cerebral Palsy of the Capital Area 500.00 3. Rehabitat 500.00 4. Doctors Without Borders USA, Inc. 66,952.39 5. CARE 66,952.39 6. Project HOPE - The People-to-People Health Foundation, Inc. 66,952.39 7. AmeriCares Foundation, Inc. 66.952.38 TOTAL $269,309.55 2 _.,.0 ~:::-:O ~'"O("') ::o:c r- ,--:::t>m \-" ::z; :D ~l: (f') ~ \:::J o8~ p~ ~ r;& c::::>> ..... :z: o ..c N \D ~ :x ~ ~h 8~ SBE9 C)Q -n=H ....:;;~ :""..'~~ ,.-- r-'- v') C> .-r'., - - - c.n \D c, ,..~.. WAYNEF. SHADE Attorney at Law S3 West Pomfret Street Carlisle, Pennsylvania 17013 I, WAYNE F. SHADE, ESQUIRE, Executor of the Estate of Helen S. Castelli, Deceased, hereby declare under penalty of perjury that the foregoing Statement of Proposed Distribution is troe and correct to the best of my knowledge, information and belief. Date: November 26, 2007 ~~~ .,. . ,.' k. , " <"-," ~ ;,~ .... " .... WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 .. IN RE: ESTATE OF HELEN S. CASTELLI, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION : NO. 21-07-39 NOTICE OF FILING ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION NOTICE is hereby given that the First and Final Account of Wayne F. Shade, Esquire, Executor of the Estate of Helen S. Castelli, Deceased, and a Statement of Proposed Distribution of the balance of the assets of said Estate will be filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, on or before December 7, 2007, and that the same will be called for confirmation on January 8, 2008, at 9:30 A.M. in the designated courtroom on the fourth floor of the Cumberland County Courthouse, Carlisle, Pennsylvania, at which time and place you may appear, either in person or by counsel. Copies of said First and Final Account and Statement of Proposed Distribution are enclosed herewith, and the originals as filed may be inspected in the Office of the Register of Wills of Cumberland County, Pennsylvania, at anytime prior to their presentation for confirmation. Unless objections to said First and Final Account or Statement of Proposed Distribution, or both, are filed in writing not later than 9:00 A.M. (prevailing time) of the date fixed for confirmation thereof unless otherwise permitted by the Court prior to confirmation, said First and Final Account will be confirmed; and distribution will be ordered according to the enclosed Statement of Proposed Distribution. If you have no objections to the enclosed, you do not n"'" to .ppe~n cou~ at the time of confirmation. ~~ ~ S ~ Date: November 26, 2007 L,~I~ ~ ~ ~ w~~~~. 3~~ ~ ;~ "IJ. (J1 (j)<;;?, \0 ~ '. .... NOTICE TO: Humane Society of Harrisburg, Inc. 7790 Grayson Road Harrisburg, P A 17111 United Cerebral Palsy of the Capital Area 925 Linda Lane Camp Hill, P A 17011 Rehabitat P.O. Box 81 Dillsburg, P A 17019 Doctors Without Borders USA, Inc. 333 Seventh Avenue, Second Floor New York, NY 10001-5004 CARE 151 Ellis Street, N.E. Atlanta, GA 30303-2440 Project HOPE - The People-to-People Health Foundation, Inc. 255 Carter Hall Lane Millwood, VA 22646-0255 AmeriCares Foundation, Inc. 88 Hamilton Avenue Stamford, CT 06902 Charitable Trusts and Organizations Section Office of Attorney General 14th Floor, Strawberry Square Harrisburg, PA 17120 WAYNEF. SHADE Attorney at Law 53 w~ Pomfret Street Carlisle. Pennsylvania 17013