HomeMy WebLinkAbout04-0747PETITION FOR PROBATE and GRANT OF LETTERS
Estate of LUIS DIOSDADO No.
also known as To:
Deceased.
Social Security No. 6-5 7-2/4-3322'
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/ar~ 18 years of age or older an the execut rix
in the last wilt of the above decedent, dated April 13, 2001
and codicil(s) dated
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
in the
named
19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
h is last family or pri~nc, ipal residence at 1 Windswept Way,
Cumberland County, ~'a
County, Pennsylvania, with
East Pennsboro Twp.,
Decendent, then
at
(list street, number and muncipality)
80 years of age, died August 8, 2006. ,xpgx ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
1,000,000.00
WHEREFORE, petitioner(s) respectfully .requ. est(s).theprobate of the last will and codicil(s)
presented herewith and the grant of letters cescame'ntary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
'~ Altcia Diosdado Stine
~ ~ 1 Windswept Way
='= Camp Hill, PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF CUMBERLAND ~ SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed aod subscribed .- -~ o ~
before me this /o5~7t" day of [ Alicia Diosdado Stine
Es~a~.e Of ~.u~s DIOSDADO
, Deceased
OD
'~ tq -~2 -:)E=~ ~b~' [he ........ ~t,'~l ~'t~d April 13. 2001
...... ?Luis Diosdado
.~(~,_~L:. [O orooate~.,~ ~fi~d o~ ~'ecorc~ as th~ last wii:
and Le:ttars Testamentary
are hereby zranted to Alicia Dios dado Stine
FEES
Probate, Letters, Etc ..........
Short Certificates(~O) ..........
R~r, uneiWaon ~e~. ~[~..3...
TOTAL
Filed . .~~.~./.o~.L~..
go~
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Register of WilLs
Charles H. Stone #06357
ATTORNEY (Sup. Ct. I.D. No.)
414 Bridge St., New Cumberland, PA 17070
ADDRESS
(717) 774-7435
PHONE
hi~. is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permaneIl, t filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
10545445
No.
Local l~egistrar / t57~
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
FATHER'S NAME (FiItl, Middle.
2o.. ,..~1 ~', 'c, ',.-'~
(Spec~l
CERTIFICATE OF DEATH
DATE OF DISPOSITION
[]
Y.• []
31 a~ E GI~T~S I#~I4ATUKE ANO NUMBER /
Yes
State)
- ;ED (Month, Day. year) /
NAMEANDADORESS PER ON COMPL EDCAUSEOFDEAIH
DATE RLED (klaflth. Dny. year)
LAST WILL AND TESTAMENT
THE STATE OF TEXAS ·
COUNTY OF CAMERON ·
OF
LUIS DIOSDADO
KNOW ALL MEN BY THESE
THAT I, LUIS DIOSDADO, BEING DOMICILED in Brownsville, Cameron
County Texas, being of sound and disposing mind and memory, and above the age of
eighteen years, do hereby make, declare and publish this, my LAST WILL AND
TESTAMENT, to wit:
(A) I hereby direct that my body be cremated and my ashes be placed in an urn for
intermem at the new columbarium at Arlington Cemetery.
(B) I hereby direct that in the event my ashes cannot be placed for intermem at the
new columbarium at Arlington Cemetery I request that the United States Navy bury my
ashes at sea, as close as possible to the landing beaches in Normandy, France, where so
many of my friends lost their lives when we landed there.
II
I hereby direct that all of my just debts be paid out of my estate, without delay, by
my executrix and/or executor to be hereat~er appointed.
III
I give, devise and bequeath to my daughter, LAURA MIA DIOSDADO, and my
son, LUIS MARTIN DIOSDADO, JR., any money received from my Life Insurance, U.
S. Governmem Policy No. 1178968 SL V8561 VA and U. S. CUSTOMS LIFE
INSURANCE, ref; CSA 2093065 and U. S. CUSTOMS RETIREMENT FUND CSA
2093065.
IV
I give, devise and bequeath to my daughter, LAURA MIA DIOSDADO, the
automobile that I own, to sell or keep as she may desire.
V
I. I give, devise and bequeath that the moneys held by me in my BANK
CHECKING ACCOUNT and my BANK SAVINGS ACCOUNT be distributed equally
between my daughter, LAURA MIA DIOSDADO and my son, LUIS MARTIN
DIOSDADO, JR., AFTER all of my just debts are satisfied from these funds.
/ /
II. I hereby devise, bequeath and direct that all of the assets of the U. S.
TREASURY BILLS that are held in my name, LUIS DIOSDADO, continue to be
reinvested until they mature. I further direct that one year after the date of my death, on
April 16th, after all just debts, including the U. S. Internal Revenue Service taxes, are paid,
that from the principal and/or interest earned by these bills, that:
A. TWENTY FIVE THOUSAND DOLLARS ($25,000.00) be given to my
daughter, LAURA MIA DIOSDADO, and that
B. TWENTY FIVE THOUSAND DOLLARS ($25,000.00) be given to my
son, LUIS MARTIN DIOSDADO, JR.
C. I hereby devise bequeath and direct that the amount of TWENTY FIVE
THOUSAND DOLLARS be given annually to each of my heirs, my daughter, LAURA
MIA DIOSDADO, and my son, LUIS MARTIN DIOSDADO, JR., for the rest of their
lives or until all of the assets of the U. S. Treasury Bills are given in transfer to them as I
have directed in this, my Last Will and Testament.
D. I give, devise, bequeath and direct that in the event that both my daughter,
Laura Mia Diosdado and my son, Luis Martin Diosdado, Jr., precede me in death or prior
to the complete distribution of all of the assets as directed by my Last Will and Testament
that: at that time all of the assets of the U. S. Treasury Bills be divided only - ONE HALF
(1/2) to my sister ALICIA DIOSDADO STINE and ONE HALF (1/2) to my brother,
CESARIO DIOSDADO. In the event that my sister and/or my brother are deceased at
that time, the monies due to them will be paid equally to my sister Alicia D. Stine's
children: Anita Stine Rash and Mark Kniley Stine. At that time, complete distributions of
all of the assets are to be made and will terminate this, my Last Will and Testament.
E. I hereby devise, bequeath and direct that after completion of section
<A,B,C,D,E and F.> at that date and time the complete transfer to my heirs of all the assets
of my estate and that all of my wishes and desires expressed in this my Last Will and
Testament will have been carried out. May God bless you all.
F. Notwithstanding all of the above, I hereby give, devise, bequeath and direct
that at the time of my death any and all U. S. Treasury bills owned by me that are in joint
names or titled "Payable on Death to" should be transferred to the person so named on the
bill.
VI
I give devise and bequeath that ONLY at the time of the death of BOTH my
daughter, LAURA MIA DIOSDADO and my son, LUIS MARTIN DIOSDADO, JR., will
the remaining assets of my Estate be divided equally ONLY between my sister, ALICIA
DIOSDADO STINE, and my
in Section V, D above.
brother, CESARIO DIOSDADO, or their issue as defined
VII
I hereby constitute and appoint my sister, ALICIA DIOSDADO STINE, as FIRST
INDEPENDENT EXECUTRIX and my brother in law, JOSEPH K. STINE as SECOND
ALTERNATE INDEPENDENT EXECUTOR of this my Last Will and Testament and
direct that no bond or security be required of her as such Executrix or of him as such
Executor.
VIII
It is my will that NO OTHER ACTION SHALL BE HAD IN THE COUNTY
COURT IN THE ADMINISTRATION OF MY ESTATE other than to prove or record
an inventory and appraisement of my estate and list of claims.
This I MAKE AND PUBLISH AS MY LAST WILL AND TESTAMENT,
SUPERSEDING ANY AND ALL OTHER LAST WILLS AND TESTAMENTS THAT
I MAY HAVE MADE PRIOR TO
SUBSCRIBING MY NAME THIS THE
PRESENCE OF:
THIS DATE, HEREUNTO SIGNING AND
j"'...~. DAY OF ,'~f'F~ 2001, IN THE
,WHO WITNESS SAME AT MY REQUEST.
The above instrument was here published as the Last Will and Testament of
LUIS DIOSDADO, and signed and subscribed by the said LUIS DIOSDADO,
the testator, in our presence, and we, at his request in his presence, and the presence
of each other, signed and subscribed our names thereto as attesting witnesses.
THE STATE OF TEXAS '
COUNTY OF CAMERON '
BEFORE ME, THE UNDERSIGNED AUTI:~ORITY, ON THIS DAY
PERSONALLY APPEARED LUIS DIOSDADO, '/~~ ~0Z)~
THE WITNESSES RESPECTIVELY, WHOSE NAMES ARE SUBSCRIBED TO THE
ANNEXED OR FOREGOING INSTRUMENT IN THEIR RESPECTIVE
CAPACITIES, AND, ALL OF SAID PERSONS BEING BY ME DULY SWORN, THE
SAID LUIS DIOSDADO, TESTATOR, DECLARED TO ME AND TO THE SAID
WITNESSES IN MY PRESENCE THAT SAID INSTRUMENT IS HIS LAST WILL
AND TESTAMENT, AND THAT HE HAD WILLINGLY MADE IT AND
EXECUTED IT AS HIS FREE ACT AND DEED FOR THE PURPOSE THEREIN
EXPRESSED: AND THE SAID WITNESSES, EACH ON THEIR OATH STATED
TO ME IN THE PRESENCE AND HEARING OF THE SAID TESTATOR THAT
SAID TESTATOR HAD DECLARED AND THAT HE EXECUTED SAME AS SUCH
AND WANTED EACH OF THEM TO SIGN THE SAME AS WITNESSES IN THE
PRESENCE OF THE SAID TESTATOR AND AT HIS REQUEST: THAT HE WAS
AT THAT TIME EIGHTEEN YEARS OF AGE OR OVER AND WAS OF SOUND
MIND, AND THAT EACH WITNESS WAS THEN AT LEAST FOURTEEN YEARS
OF AGE. ~ .~~_?~/~.
LUIS DIOSDADO
SUBSCRIBED AND ACKNOWLEDGED BEFORE ME BY SAID LUIS DIOSDADO,
TESTATOR AND SUBSCRIBED AND SWORN TO BEFORE ME BY SAID
/,/~-- DAY OF ,.~~ ,2001.
THIS
NOTARY PUBLIC
STATE OF TEXAS
My Comm. Exp. 04/17/2004
4
RECEIVED FROM:
STINE ALICIA DIO
1 WINDSWEPT W,
CAMP HILL, PA
DADO
~Y
7011
ESTATE INFORMATION: SSN: 457 24-3322
FILE NUMBER: 21 04-0747
DECEDENT NAME: DIOSDADO LUIS
DATE OF PAYMENT: 1/03/2004
POSTMARK DATE: 1 I03/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 08/08/2004
REMARKS: A D STIr
CHECK# 257
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SEAL
JE
TOTAL AMOUNT PAID:
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
ACN
ASSESSMENT
CONTROL
NUMBER
REV-II62[
NO. CD O04
AMOUN
101 $38,475.~
$38,475.~
GLENDA FARNER STRASBAU~
REGISTER OF WILLS
96)
583
)0
~H
CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
Name of Decedent: LUIS DIOSDADO
Date of Death: AUGUST 8, 2004
Will No.
2004-00747
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court rules was served on or mailed
to the following beneficiaries of the above captioned estate on
November 4, 2004.
Laura Mia Diosdado
PO Box 903
Greeley, CO 80631
Luis Martin Diosdado,
PO Box 314
Greeley, CO 80632
Jr.
Anita Stine Rash
1310 King Arthur Drive
Mechanicsburg, PA 17050
Cesario Diosdado
1774 Yale Street
Chula Vista, CA
91913
Mark Kniley Stine
1112 Kent Drive
Mechanicsburg, PA 17050
Alicia Diosdado Stine
One Windswept Way
Camp Hill, PA 17011
rso er,=' led ther/5o under
Rule 5.6(a).
Date: //~ David H. ~~' e'
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
X
Personal Representative
Counsel for Personal
Representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
STONE CHARLES H
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
RE: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/22/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal
Judge
Represent at ive ( s )
GLENDA FARNER STP~ASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
STINE ALICIA DIOSDADO
1 WINDSWEPT WAY
CAMP HILL, PA 17011
RE: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/22/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EXI1 1 -961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STINE ALICIA DIOSDADO
1 WINDSWEPT WAY
CAMP Hill, PA 17011
n_nn_ fold
ESTATE INFORMATION: SSN: 457-24-3322
FILE NUMBER: 2104-0747
DECEDENT NAME: DIOSDADO lUIS
DATE OF PAYMENT: 05/05/2005
POSTMARK DATE: 05/05/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/08/2004
NO. CD 005291
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $31,915.64
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 267
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
$31,915.64
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REV-1f J EX'" (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Diosdado Luis
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
21-040747
""'COONTYCOOE --vE..oA- - - NUMBER- -
SOCIAL SECURITY NUMBER
4 5 7 - 2 4 - 3 3 2 2
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Soh 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
David H. Stone Es uire 414 Bridge Street
FIRM NAME (If Applicable)
Stone LaFaver & Shekletski
TELEPHONE NUMBER
717-774-7435 New Cumberland PA 17070
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0.00 X _(15) 0.00
709,690.00 x .045 (16) 31,936.05
0.00 x .12 (17) 0.00
269,863.55 X .15 (18) 40,4 79.53
(19) 72,415.58
08/08/2004 01/27/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[R] 1. Original Return
[R] 4. Limited Estate
[R] 6. Decedent Died Testate (A"achcopyofWIIQ
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12.82)
o 7. Decedent Maintained a Living Trust (Altach copy ofTN,I)
o 10. Spousal Poverty Credit (date 01 death between 12.31-91 and 1-1-95)
OFFICIAL USE ONLY
974,386.24'
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
34,384.21
3. Closely Held Corporation, Parinership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(6)
(7)
(8)
.-'
-
4,658.78
1,013,429_23
33,875.68
33,875.68
979,553.55
979,553.55
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (tolal Lines 9 & 10)
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)
(9)
(10)
(11)
(12)
(13)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
Decedent's Complete Address:
~~
~REET ADDRESS ~..
1 Windswept Way
CITY
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
I STATE
PA
I ZIP
17011-
(1)
72,415.58
38.475.00
2.024.94
Total Credits (A + 8 + C)
(2)
40,499.94
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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. (5A)
B. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
31,915.64
31,915.64
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 [XJ
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [XJ
c. retain a reversionary interest; or ...................................................................................................... 0 [XJ
d. receive the promise for life of either payments, benefits or care? ........ ..................................................... 0 [XJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receivln9 adequate consideration?....... .................................. ..................................................... 0 [XJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 [XJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................. ..................................................... [XJ 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.
Under penalties of pe~ury, I declare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, CCN'rect
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knO't\'tedge.
SIGNATURE OF PERS N RESPONSIBLE F R FILlt-IG RETURN
. ~ ~.J. ""cI rJ
4~
DATE
. 2:.0:';
PA 17011
DATE
~"""2.o,,-
PA 17070
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 3%
[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 survivin9 spouse Is 0% [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 0% [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 4.5%, 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 12% [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
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Diosdado Luis
FILE NUMBER
21 04
All property joinUy-owned wnh right 01 survivorship must be disclosed on Schedule F.
0747
ITEM
NUMBER
1
DESCRIPTION
$20,000 US Treasury Bill dt 04-08-04 to 10-07-04 @ $99.77 each
VALUE AT DATE
OF DEATH
19,954.30
2
$110,000 US Treasury Bill dt 03-04-04 to 09-02-04 @ $99.90 each
109,894.07
3
$110,000 US Treasury Bill dt 05-27-04 to 11-26-04 @ $99.55 each
109,500.41
4
$30,000 US Treasury Bill dt 03-04-04 to 09-02-04 @ $99.90 each
29,971.11
5
$310,000 US Treasury Bill dt 07-25-04 to 01-13-05 @ $99.29 each
307,795.90
6
$310,000 US Treasury Bill dt 07-29-04 to 01-27-05 @ $99.21 each
307,556.67
7
$90,000 US Treasury Bill dt 04-29-04 to 10-28-04 @ $99.68 each
89,713.78
TOTAL (Also enter on line 2, Recapitulation) $
(II more space is needed, insert additional sheets 01 the same size)
974386.24
REV-1508 EX + (6-98)
'*
,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Diosdado Luis
FILE NUMBER
21 04
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.
0747
ITEM
NUMBER
1
DESCRIPTION
1997 Cadillac Catera at Kelley Bluebook value
To be given to Laura Diosdado Christiansen as per Item IV of the will
VALUE AT DATE
OF DEATH
3930.00
2
Chase Bank-Checking Acct.
26254.21
3
Miscellaneous personal property
such as electric wheel chair, tv set, radios, watches, and household appliances
4200.00
TOTAL (Also enter on line 5, Recapitulation) $
(It more space is needed, Insert additional sheets of the same size)
34,384.21
REV-1510 EX + (6-98)
'*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Diosdado Luis
FILE NUMBER
21 04
0747
This schedule must be completed and filed ~ 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 DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAl. ESTATE. VALUE OF ASSET INTEREST VALUE
llF APPlJCA8lE)
1 Fulton Bank-Checking Acct. #3622-45692 8,158.40 100. 6,000.00 2,158.40
joint with Joseph K. Stine and Alicia D. Stine
2 Fulton Bank-Money Market Acct. #9904-36709 2,500.38 100. 2,500.38
Joint with Joseph K. Stine and Alicia D. Stine,
Princ. $2,500.00, Int. $.38
TOTAL (Also enter on line 7 Recapitulation) $ 4,658.78
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
'*
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Diosdado Luis
21
04
0747
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Neill Funeral Home-funeral expenses 2,050.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Alicia Diosdado Stine 20,000.00
Social Security Number(s)/EIN Number of Personal Representative(s) 467-42-8326
Street Address 1 Windswept Way
City Camp Hill State PA Zip 17011
Yea~s) Commission Paid: 2005
2. Attorney Fees David H. Stone, Esquire 10,000.00
3. Family Exemption: (If decedenfs address is notlhe same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 564.00
5. Accountant's Fees
6. Tax Return Preparers Fees
7. Alicia Diosdado Stine-Reimb. on expenses 180.29
2 Alicia Diosdado Stine-Reimb. on expenses 183.19
3 Cumberland Law Journal-advertising grant of letters 75.00
4 The Patriot News Co.-advertising grant of letters 109,30
5 Fulton Bank-check printing fee 46.60
6 Fulton Bank-checkbook fee 69.80
7. Fulton Bank-bank service charges from 9-30-04 to 3-31-05 21.00
8. Brownsville Public Utilities-final utility bill 46.50
9. Register of Wills-filing Inh. Tax Return and Inventory 30.00
10. Reserve for closing expenses 500.00
TOTAL (Also enter on line 9, Recapitulation) $ 33,875.68
(If more space IS needed, insert additional sheets of the same size)
REV-1513 EX + (8-fl~
' ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
DiCl~rl::ld Lui~ 21 04 0747
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
L TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Laura Mia Diosdado-Christiansen Lineal 345,077.50
PO Box 903
Greeley CO 80631-
2. Luis Martin Diosdado, Jr. Lineal 364,612.50
PO Box 314
Greeley, CO 80632
3. Anita Stine Rash Collateral 134,931.78
1310 King Arthur Drive
Mechanicsburg, PA 17050
4. Mark Kniley Stine Collateral 134,931.77
1112 Kent Drive
Mechanicsburg, PA 17050
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.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
..
(If more space IS needed, Insert additional sheets of the same size)
, REV-1514 EX + (6-98)
'*
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
Check Box 4 on Rev-1500 Cover Sheet
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Diosdado Luis 21 04 0747
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
1RI Will D Intervivos Deed of Trust D Other
LIFE ESTATE INTEREST CALCULATION
NAME(S) OF LIFE TENANT(S) DATE OF BIRTH NEAREST AGE AT TERM OF YEARS
DATE OF DEATH LIFE ESTATE IS PAYABLE
Laura Mia Diosdado-Christiansen 9/21/1951 54 ugLife or DTerm of Years -
DLifeor DTermofYears -
D Life or D Term of Years -
DLifeor DTermofYears -
1. Value of fund from which life estate is payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
2. Actuarial factor per appropriate table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 13.6459
Interest table rate - D 31/2% D 6% D 10% 1RI Variable Rate 13.6459 %
25,000.00
3. Value of life estate (Line 1 multiplied by Line 2)
................. ......................... $
341,147.50
ANNUITY INTEREST CALCULATION
NEAREST AGE AT TERM OF YEARS
NAME(S) OF ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE
, " ., DLifeor DTermofYears -
DLife or DTerm of Years -
DLife or DTerm of Years -
DLifeor DTermofYears -
1. Value of fund from which annuity is payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
2. Check appropriate block below and enter corresponding (number) .................................
Frequency of payout - D Weekly (52) D Bi-weekly (26) 0 Monthly (12)
D Quarterly (4) D Semi-annually (2) 1RI Annually(1) DOther()
3. Amount of payout per period. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
4. Aggregate annual payment, Line 2 multiplied by Line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Annuity Factor (see instructions)
Interest table rate - D 3 1/2% D 6% D 10% 1RI Variable Rate
0.00
13.6459 %
6. Adjustment Factor (see instructions) . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period
payout is at end of period, calculation is : Line 4 x Line 5 x Line 6
$
0.00
If using variable rate and periOd payout is at beginning of period, calculation is :
(Line 4 x Line 5 x Line 6) + Line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through
G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17.
(If more space is needed, insert additional sheets of the same size)
, REV-1514 EX + (6-98)
'*
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
Check Box 4 on Rev.1500 Cover Sheet
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Diosdado Luis 21 04 0747
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
00 Will 0 Intervivos Deed of Trust 0 Other
LIFE ESTATE INTEREST CALCULATION
NAME(S) OF LIFE TENANT(S) DATE OF BIRTH NEAREST AGE AT TERM OF YEARS
DATE OF DEATH LIFE ESTATE IS PAYABLE
Luis Diosdado 2/23/1955 50 ugLife or OTerm of Years -
o Life or OTermofYears -
o Life or 0 Term of Years -
o Life or o Term of Years -
1. Value of fund from which life estate is payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ 25,000.00
2. Actuarial factor per appropriate table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 14.5845
Interest table rate - 0 31/2% 0 6% 0 10% 00 Variable Rate 14.5845 %
3. Value of life estate (line 1 multiplied by Line 2)
... .. .. ... . . . .. . . ... .. .... ... .. . . . . . ... . .. $
364,612.50
ANNUITY INTEREST CALCULATION
NAME(S) OF ANNUITANT(S) DATE OF BIRTH NEAREST AGE AT TERM OF YEARS
DATE OF DEATH ANNUITY IS PAYABLE
. o Life or 0 Term of Years -
o Life or OTerm of Years -
o Life or OTermofYears -
o Life or OTermofYears -
1 . Value of fund from which annuity is payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
2. Check appropriate block below and enter corresponding (number) .................................
Frequency of payout - 0 Weekly (52) 0 Bi-weekly (26) 0 Monthly (12)
o Quarterly (4) 0 Semi-annually (2) 00 Annually (1) 0 Other ( )
3. Amount of payout per period. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
4. Aggregate annual payment, Line 2 multiplied by Line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Annuity Factor (see instructions)
Interest table rate - 0 3 1/2% 0 6% 0 10% 00 Variable Rate
0.00
13.6459 %
6. Adjustment Factor (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period
payout is at end of period, calculation is : line 4 x line 5 x Line 6
$
0.00
If using variable rate and period payout is at beginning of period, calculation is :
(Line 4 x line 5 x line 6) + line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through
G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17.
(If more space is needed, insert additional sheets of the same size)
/
..
:;{
LAST WILL AND TESTAMENT
OF
LUIS DIOSDADO
THE STATE OF TEXAS
COUNTY OF CAMERON
KNOW ALL MEN BY THESE PRESENTS:
THAT I, LUIS DIOSDADO, BEING DOMICILED in Brownsville, Cameron
County Texas, being of sound and disposing mind and memory, and above the age of
eighteen years, do hereby make, declare and publish this, my LAST WILL AND
TESTAMENT, to wit:
I
(A) I hereby direct that my body be cremated and my ashes be placed in an urn for
interment at the new columbarium at Arlington Cemetery.
(B) I hereby direct that in the event my ashes cannot be placed for interment at the
new columbarium at Arlington Cemetery I request that the United States Navy bury. my
ashes at sea, as close as possible to the landing beaches in Normandy, France, where so
many of my friends lost their lives when we landed there.
II
I hereby direct that all of my just debts be paid out of my estate, without delay, by
my executrix and/or executor to be hereafter appointed.
III
I give, devise and bequeath to my daughter, LAURA MIA DIOSDADO, and my
son, LUIS MARTIN DIOSDADO, JR., any money received from my Life Insurance, U.
S. Government Policy No. 1178968 SL V8561 VA and U. S. CUSTOMS LIFE
INSURANCE, ref; CSA 2093065 and U. S. CUSTOMS RETIREMENT FUND CSA
2093065.
IV
I give, devise and bequeath to my daughter, LAURA MIA DIOSDADO, the
automobile that I own, to sell or keep as she may desire.
V
1. I give, devise and bequeath that the moneys held by me in my BANK
'CHECKING ACCOUNT and my BANTj( SAVINGS ACCOUNT be distributed equally
between my daughter, LAURA MIA DIOSDADO and my son, LUIS MARTIN
DIOSDADO, JR., AEIER all of my just debts are satisfied from these funds.
-=f3I~L L
Page 1
,
II. I hereby devise, bequeath and direct that all of the assets of the U. S.
TREASURY BILLS that are held in my name, LUIS DIOSDADO, continue to be
reinvested until they mature. I further direct that one year after the date of my death, on
April 16th, after all just debts, including the U. S. Internal Revenue Service taxes, are paid,
that from the principal and/or interest earned by these bills, that:
A. TWENTY FIVE THOUSAND DOLLARS ($25,000.00) be given to my
daughter, LAURA MIA DIOSDADO, and that
B. TWENTY FIVE THOUSAND DOLLARS ($25,000.00) be given to my
son, LUIS MARTIN DIOSDADO, JR.
C. I hereby devise bequeath and direct that the amount of TWENTY FIVE
THOUSAND DOLLARS be given annually to each of my heirs, my daughter, LAURA
MIA DIOSDADO, and my son, LUIS MARTIN DIOSDADO, JR., for the rest of their
lives or until all of the assets of the U. S. Treasury Bills are given in transfer to them as I
have directed in this, my Last Will and Testament.
D. I give, devise, bequeath and direct that in the event that both my daughter,
Laura Mia Diosdado and my son, Luis Martin Diosdado, Jr., precede me in death or prior
to the complete distribution of all of the assets as directed by my Last Will and Testament
that: at that time all of the assets of the U. S. Treasury Bills be divided only - ONE HALF
(1/2) to my sister ALICIA DIOSDADO STINE and ONE HALF (1/2) to my brother,
CESARIO DIOSDADO. In the event that my sister and/or my brother are deceased at
that time, the monies due to them will be paid equally to my sister Alicia D. Stine's
children: Anita Stine Rash and Mark Kniley Stine. At that time, complete distributions of
all ofthe assets are to be made and will terminate this, my Last Will and Testament.
E. I hereby devise, bequeath and direct that after completion of section
<A,B,C,D,E and F.> at that date and time the complete transfer to my heirs of all the assets
of my estate and that all of my wishes and desires expressed in this my Last Will and
Testament will have been carried out. May God bless you all.
F. Notwithstanding all of the above, I hereby give, devise, bequeath and direct
that at the time of my death any and all U. S. Treasury bills owned by me that are in joint
names or titled "Payable on Death to" should be transferred to the person so named on the
bill.
VI
I give devise and bequeath that ONLY at the time of the death of BOTH my
daughter, LAURA MIA DIOSDADO and my son, LUIS MARTIN DIOSDADO, JR., will
the remaining assets of my Estate be divided equally ONLY between my sister, ALICIA
/(
~~Vpage2
(
DIOSDADO STINE, and my brother, CESARIO DIOSDADO, or their issue as defined
in Section V, D above.
VII
I hereby constitute and appoint my sister, ALICIA DIOSDADO STINE, as FIRST
INDEPENDENT EXECUTRIX and my brother in law, JOSEPH K. STINE as SECOND
ALTERNATE INDEPENDENT EXECUTOR of this my Last Will and Testament and
direct that no bond or security be required of her as such Executrix or of him as such
Executor.
VIII
It is my will that NO OTHER ACTION SHALL BE HAD IN THE COUNTY
COURT IN THE ADMINISTRATION OF MY ESTATE other than to prove or record
an inventory and appraisement of my estate and list of claims.
X
This I MAKE AND PUBLISH AS MY LAST WILL AND TESTAMENT,
SUPERSEDING ANY AND ALL OTHER LAST WILLS AND TESTAMENTS THAT
I MAY HAVE MADE PRIOR TO THIS DATE, HEREUNTO SIGNING AND
SUBSCRIBING MY NAME THIS THE
PRESENCE OF:
DAY OF
2001, IN THE
~
AND
,WHO WITNESS SAME AT MY REQUEST.
~f~~V
LUIS DI SDADO
~~~&P"'J
The above instrument was here published as the Last Will and Testament of
LUIS DIOSDADO, and signed and subscribed by the said LUIS DIOSDADO,
the testator, in our presence, and we, at his request in his presence, and the presence
of each other, signed and subscribed our names thereto as attesting witnesses.
BEFORE ME, THE UNDERSIGNED AUTI!ORITY, ON THIS DAY
PERSONALLY APPE~D LUISDIOSDADO, ,/ AJI12hm.L.' ;)(}j)~
Hf}-.Wd tL c1vJ1 { muW KNOWN TO ME TO BE THE TE~AT~R AND
T~ WITNESSES RESPECTIVELY, WHOSE NAMES ARE SUBSCRIBED TO THE
ANNEXED OR FOREGOING INSTRUMENT IN THEIR RESPECTIVE
CAPACITIES, AND, ALL OF SAID PERSONS BEING BY ME DULY SWORN, THE
SAID LUIS DIOSDADO, TESTATOR, DECLARED TO ME AND TO THE SAID
WITNESSES IN MY PRESENCE THAT SAID INSTRUMENT IS HIS LAST WILL
AND TESTAMENT, AND THAT HE HAD WILLINGLY MADE IT AND
EXECUTED IT AS HIS FREE ACT AND DEED FOR THE PURPOSE THEREIN
EXPRESSED: AND THE SAID WITNESSES, EACH ON THEIR OATH STATED
TO ME IN THF ppp"nv~- ND HEARING OF THE SAID TESTATOR THAT
tED AND THAT HE EXECUTED SAME AS SUCH
.1 TO SIGN THE SAME AS WITNESSES IN THE
'ATOR AND AT HIS REQUEST: THAT HE WAS
ARE OF AGE OR OVER AND WAS OF SOUND
ESS WAS THEN AT LEAST FOURTEEN YEARS
THE STATE OF TEXAS
COUNTY OF CAMERON
o CHASE
Noemi P. Vasquez
Service Manager
Chase Rio Grande Valley
The Chase ~anhattan Bank
2300 Boca chlca Boulevard
~~~~~~~~,9Texas 78522-2119
Tel 9S6~982-7602
Fax 956_982-7639
servkeline 800_235-8522
Melida G. Briones
Client Associate Manager
Bank.ing Service Officer
Chase Rio Grande Valley
The Chase Manhattan Bank
2300 Boca Chiea Boule....ard
P.O. Box 2179
Brownsville, Texas 78522-2179
Tel 956.982-7608
Fax 956-982-1622
Pager 956-768-3037
ServiceLine 800-235-8522
~~t~
LUIS DIOSDADO
./ /~~ff~
0u~
_~GED BEFORE ME BY SAID LUIS DIOSDADO,
TESTATOR AND SUBSCRIBED AND SWORN TO BEFORE ME BY SAID
Jl}ocrn j })fJ.~VEz.. AND MI:IJO,A. ~~E.s WITNESSES,
THIS /3- DAY OF ...v1pitL ,2001.
HILDA SAlAZAR
NOTARY PUBLIC
STATE OF TEXAS
My Com,". Exp. 04/17/2004
AYiId(h~DJ()1r
o CHASE
~_Pk..4
Hilda Salazar
Banking Service
Representative
Chase Rio Grande valley
The Chase Manhattan Bank I
2300 Boca Chica Boulevard
P.O. Box 2179
Brownsville. Texas 78522~2179
Tel 956-982-.... 7~ If-
Fax 956-982-7622
Serviceline 800-235-8522
dCT-06-2004 14:53
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o CHASE
Stone LaFaver & Shekletski
Attorneys at Law
414 Bridge Street
Post Office Box E
New Cumberland, PA 17070
September 14, 2004
Re: Luis Diosdado, Deceased
SSN#457-24-3322
Gentlemen:
Mr. Luis Diosdado had only a checking account with Chase Bank at the time of his
passing. The balance on August 8th, 2004 (his date of death) was $26,254.21.
Hope that this information proves helpful and serves your request.
Sincerely,
N&
Assistant Branch Manager
Kelley Blue Book - Private Party Pricing Report - Cadillac, Catera
_ ~~I~!!tu~~~
. kbb..om
H,:)M::
NEW GARS .U~J:llIJ."~I~~. REV'EWS A RATINGS
. ~ Quid< [lealer p,,,,,, Quol1l
Page 1 of2
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,...'i'*.~,!,~~~5~~"ii,.~\~!~"f!r>1I!f:~.')i~~Ill~~1
BLUE BOOK PRIVATE PARTY REPORT
Pennsylvania. April 12, 2005
1997 Cadillac Catera Sedan 40
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-....
Engine: V6 3.0 Liter
Trans: Automatic
Drive: Rear Wheel Drive
Mileage: 23,050
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
Dual Front Air Bags
ABS (4-Wheel)
Power Seat
Alloy Wheels
Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects. This vehicle has a
clean tit!g.h~1QI'i , the paint, body and interior have only minor (if any) blemishes, and
there are no major mechanical problems. There should be little or no rust on this
vehicle. The tires match and have substantial tread wear left. A "good" vehicle will
need some reconditioning to be sold at retail. Most consumer owned vehicles fall into
this category.
Private Party Value Search Local Listings for This Car $3,930
Private Party Value is what a buyer can expect to pay when buying a used car from a
private party. The Private Party Value assumes the vehicle is sold "As Is" and carries
no warranty (other than the continuing factory warranty). The final sale price may
vary depending on the vehicle's actual condition and local market conditions. This
value may also be used to derive Fair Market Value for insurance and vehicle donation
purposes.
BlUE BOOK
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http://www.kbb.com/kb/ki.dlllkw.kc.ur?kbb.PA;526719;P A041&170 II ;sed+p&723;Cadill... 4/12/2005
.'
Fulton Bank
CAPITAL DIVISION . LANCASTER/CHESTER DIVISION
DROVERS BANK DIVISION . GREAT VALLEY DIVISION
(717) 291-2437
September 10, 2004
Stone LaFaver & Shekletski
414 Bridge Street
Post Office Box E
New Cumberland, Pennsylvania 17070
Dear Mr. Stone:
RE: Luis Diosdado, deceased August 8, 2004
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking # 3622-45692, open 7/12/2004, balance $8,158.40, opened
jointly with Alicia D. Stine and Joseph K. Stine.
Money Market # 9904-36709, open 7/12/2004, balance $2,500.00,
and accrued interest $ .38, opened jointly with Alicia D. Stine and
Joseph K. Stine.
If you should have any further questions, please do not hesitate to contact me.
Very truly yours,
~~~~Q.Q.)
Karen D. Hillegas
Credit Inquiry Processor
CONFIDENTIAL
M I~ II NTIA~ &s a rMt'ttr M butff}~~ ~.
answer to 'fO'\I'f tnqllify, and is for your confid"nti:'! Us(
i responsibl1Fty i5 assumed by th.j~ bank or ~ny ()f ;if! ;~f
,.,. I)omion herein ex Dfessed is subject to change withal']
POBox 4887
Lancaster, PA 17604
fultonbank.com
1-800-FULTON-4
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Luis Diosdado
, Deceased
No.21 04 0747
Date of Death 8/8/2004
Social Security No. 457-24-3322
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonweatlh of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: David H. Stone, Esquire
Personal Representative:
/7 j, . -, ~ to A (r.J~
A~dado Stine
I.D. No.: #39785
Address: 414 Brid~e Street
New Cumberland
Dated
1 Windswept Way, Camp Hill, PA 17011
5'-;1- ~-
PA 17070
Telephone: 717-774-7435
Description
$20,000 US Treasury Bill dt 040804 - 100704 @ $99.77 each
Value
19954.30
$110,000 US Treasury Bill dt 03-04-04 to 09-02-04 @ $99.90 each
109894.07
$110,000 US Treasury Bill dt 05-27-04 to 11-26-04 @ $99.55 each
1 09500.4 1
1997 Cadillac Catera at Kelley Bluebook value
To be given to Laura Diosdado Christiansen as per Item IV of the will
: 3930.00
c
$30,000 US Treasury Bill dt 03-04-04 to 09-02-04 @ $99.90 each
-2,9971.11
$310,000 US Treasury Bill dt 07-25-04 to 01-13-05 @ $99.29 each
3J!-7,795.90
Total
(Attach Additional Sheets if necessary)
1,008,770.45
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
Continuation of Inventory
Luis Diosdado
21
04
0747
Paqe 1
Description of Inventory
Description
$310,000 US Treasury Bill dt 07-29-04 to 01-27-05 @ $99.21 each
Value
307,556.67
$90,000 US Treasury Bill dt 04-29-04 to 10-28-04 @ $99.68 each
89,713.78
Chase Bank-Checking Acct.
26,254.21
Miscellaneous personal property such as electric wheel
chair, tv set, radios, watches, and household appliances
4,200.00
Subtotal $
Grand Total $
427,724.66
1,008,770.45
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
360
5/12/2005
Luis Diosdado
21-04-747
DAVID H STONE
414 BRIDGE ST
""
NEW CUMBERLAND, PA 17070
Qtv
1
Fee Description
Additional Probate
Fee
Total
350.00
$350.00
Total:
""PJ Jil dJct
$350.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
08-08-2005
DIOSDADO
08-08-2004
21 04-0747
CUMBERLAND
101
APPEAL DATE: 10-07-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REY:is47-Ex-AFP-coi:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LUIS FILE NO. 21 04-0747 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8D6Dl
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i:'cr'n;:tr~r:fl_n::c!("\r f\'
I '_',j,," 'c,~,HII];lICEADFj:rNHERITANCE TAX
"JIPrl!"ISEIlEIt1:'P AL1.OWANCE OR DISALLOWANCE
, c, OF DEDucTION:l-.AND ASSESStlENT OF TAX
"l/'l :-:;:: p.; ii" :." r, \1 ~ I. c; I
iUJ,) h~;v -,) P.: f l,. ....;l.t
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE
STDNE ETAL
414 BRIDGE ST
NEW CUMBERLAND
ESQ
PA 17070
ESTATE OF DIOSDADO
*'
REV-1541 EX AFP (06-05)
LUIS
TAX RETURN WAS: 1 X J ACCEPTED AS FILED
( J CHANGED
DATE 08-08-2005
I~ an assess.ent was issued previously, lines 14, IS and/or 16, 17, 18 and
re~lect .,igures that include the total ~ M.!.. returns assessed to date.
ASSESSMENT OF TAX:
15. haunt of Una 1'1 at Spousal rata 115 J
16. Aaount of Line 14 tax8ble .t LIneal/Class A rat. (16)
17. ~ount of Line 1" at Sibling rata (17J
18. A~unt of Line 14 taxable at CoII.teral/Class Brat. (18)
19. PrIncipel Tax Du.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat. (Schedule A)
2. Stocks _ Bonds (Schedula BJ
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes RlICeivable (Schedule D)
5. CeshlB8nk D8P0sits/Hlsc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule g)
8. Totel Assets
I1J
12J
13J
I'IJ
15J
16J
(7J
.00
974.386.24
.00
.00
34.384.21
.00
4,658.78
(8J
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (ScheduLe KJ
10. Dabts/Kortgaga Liabilitias/Lians ISchedula IJ
11. Total Decluctlons
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule JJ
14. Net V.lue of Est.te Subject to Tax
19J
IIOJ
33,875.68
.00
(Ill
112J
113J
I1'1J
NOTE:
.00 X
709,690.00 X
.00 X
269,863.55 X
00 =
045 =
12 =
15 =
+
INTEREST/PEN PAID (-J
2,025.00
.00
AIIIlUNT PAID
38,475.00
31,915.64
DATE
1l-03-2004
05-05-2005
NUIlBER
CD004583
CD005291
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your 8CCOuntl
sub.it the upper portion
of this for. with your
tex "y.ent.
1,013,429.23
33.87~ 68
979,553.55
.00
979,553.55
19 will
119J=
.00
31,936.05
.00
40,479.53
72,415.58
72,415.64
.06CR
.00
.06CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
1 IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
STINE ALICIA DIOSDADO
1 WINDSWEPT WAY
CAMP HILL, PA 17011
RE: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing lS due by:
8/08/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
fA" .~
.- Z~:-;-~_. f {<" ,"
>-JttY;;f(j[/:.../ J~" .'
t ;"
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
STONE CHARLES H
STONE LAFAVER & SHEKLETSKI
414 BRIDGE ST PO BOX E
NEW CUMBERLAND, PA 17070
RE: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/08/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
i ~~~., I (~~~,~~ (J
".jl'fi""".'(L'/(../ /-.<~,...~
/!
I
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
\("
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Luis Diosdado
Date of Death: August 8, 2004
Will No. 21-04-0747
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete: in approximately four months
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes No
(d) Copies of receipts, releases, joinders and
approvals of formal or inform ~ts m~ be filed with
the Clerk of the Orphans' Co rt and may e ttached to this
report.
Date:
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414 Bridge Sfreet
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
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Representative
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Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2007
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STONE LAFAVER & SHEKLETSKI
414 BRIDGE ST PO BOX E
NEW CUMBERLAND, PA 17070
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RE: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/08/2007
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
t (. j h-: .LnAJJ
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Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
STINE ALICIA DIOSDADO
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1 WINDSWEPT WAY
CAMP HILL, PA 17011
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RE: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/08/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Ia",~ ~~IA.) ~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Luis Diosdado
Date of Death:
August 8, 2004
will No.
2004-00747
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete: in approximatelY six months
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes____ No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' Court and may be attached to this
report.
Date:
3/ro /0 1
Gerald . Shekletski, Esquire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
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Counsel for Personal
Representative
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
NO. 21-04-0747
FIRST AND FINAL ACCOUNT
AND PROPOSED DISTRIBUTION OF
LUIS DIOSDADO, DECEASED
ALICIA DIOSDADO STINE, EXECUTRIX
LATE OF THE TOWNSHIP OF EAST PENNSBORO
Social Security No.: 457-24-3322
Date of Death: August 8, 2004
Date of Executrix's Appointment: August 12, 2004
Date of Advertising Letters Testamentary:
Cumberland Law Journal - August 27, Sept. 3, & 10, 2004
The Patriot News Co. - August 24, 31, & Sept. 7, 2004
Accounting for the Period: August 8, 2004 to October 24, 2007.
Purpose of Account: Alicia Diosdado Stine, Executrix, offers
this account to acquaint interested parties with the transactions
which have occurred during her administration.
The account also indicates the proposed distribution of the
estate.
It is important that the account be carefully examined. Requests
for additional information or questions or objections can be
discussed with:
David H. Stone, Esquire
Stone LaFaver Shekletski
414 Bridge Street
New Cumberland, PA 17070
Alicia Diosdado Stine
One Windswept Way
Camp Hill, PA 17011
SUMMARY OF ACCOUNT
PAGES
PRINCIPAL
Receipts 3 $ 1,017,566.44
Net Gain (or Loss) on Sales or
Other Dispositions 5 5,613.76
1,023,180.20
Less Disbursements
Administration Cost 7 4,167.38
Fees & Commissions 7 30,000.00
Miscellaneous Expenses 7 83,035.78
Personal Expenses 7 55.36
-$117,258.52
Balance before Distributions 905,921.68
Distribution to Beneficiaries 8 905,921.68
Principal Balance on Hand $0.00
For Information:
Investments Made 9
Changes in Holdings 10
INCOME
Receipts 19 113,330.69
Less Disbursements -17,755.10
Balance Before Distributions 95,575.59
Distributions to Beneficiaries 24 95,575.59
Income Balance on Hand 25 0.00
COMBINED BALANCE ON HAND 0.00
Verification 26
2
PRINCIPAL RECEIPTS
Assets Listed in Inventory
(Valued as of Date of Death)
Cash and Cash Equivalents
Chase Bank-Checking Acct.
Government Bonds
1,100.00 Shares
199.9994 Shares
1,100.00 Shares
300.00 Shares
3,100.00 Shares
3,100.00 Shares
900.00 Shares
$110000 US Treasury Bill dt 052704 - 112604
$20000 US Treasury Bill dt 040804 - 100704
110000 US Treasury Bill dt 030404 - 090204
30000 US Treasury Bill
310000 US Treasury Bill dt 072504 - 011305
310000 US Treasury Bill dt 072904 - 012705
90000 US Treasury Bill dt 042904 - 102804
Tangible Personal Property
1997 Cadillac Catera at Kelley Bluebook value,
To be given to Laura Diosdado Christiansen as
per Item IV of the will
Miscellaneous personal property, such as electric
wheel chair, tv set, radios, watches, and
household appliances
TOTAL INVENTORY
3
109,500.41
19,954.30
109,894.07
29,971.11
307,795.90
307,556.67
89,713.78
3,930.00
$
26,254.21
974,386.24
4,200.00 8,130.00
$ 1,008,770.45
08/08/2004
08/08/2004
08/08/2004
05/20/2005
01/03/2005
RECEIPTS OF PRINCIPAL (Continued)
FORWARD
SUBSEQUENT RECEIPTS
Social security-check for last month
Fulton Bank-Money Market Acct. #9904-36709
Fulton Bank-Checking Acct. #3622-45692
IRS-refund on decedents 1040 2004 income tax ret
ADJUSTMENTS TO INVENTORY
Miscellaneous personal property The family has donated the
wheel chair and miscellaneous items to charity and therefore,
the value is -0-
Adjusted value
Value per inventory
TOT AL PRINCIPAL RECEIPTS
4
$ 82.21
$ 2,500.38
$ 8,158.40
$ 2,255.00
$ 0.00
$4,200.00 ($
$1,008,770.45
12,995.99
4,200.00)
1,017,566.44
PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
GAIN LOSS
1)9/02/2004 1,100.0000 Shares 110000 US Treasury Bill dt 030404 -
090204
Net Proceeds $ 110,000.00
Fiduciary Acquisition Value 109,894.07 105.93
.)9/02/2004 300.0000 Shares 30000 US Treasury Bill
Net Proceeds 30,000.00
Fiduciary Acquisition Value 29,971.11 28.89
10/07/2004 199.9990 Shares $20000 US Treasury Bill dt 040804 -
100704
Net Proceeds 20,000.00
Fiduciary Acquisition Value 19,954.30 45.70
I 0/28/2004 900.0000 Shares 90000 US Treasury Bill dt 042904 -
102804
Net Proceeds 90,000.00
Fiduciary Acquisition Value 89,713.78 286.22
I 1/26/2004 I, 100.0000 Shares $110000 US Treasury Bill dt 052704 -
112604
Net Proceeds 110,000.00
Fiduciary Acquisition Value 109,500.41 499.59
() 1/13/2005 3, 100.0000 Shares 310000 US Treasury Bill dt 072504 -
011305
Net Proceeds 310,000.00
Fiduciary Acquisition Value 307,795.90 2,204.10
01/27/2005 3,100.0010 Shares 310000 US Treasury Bill dt 072904 -
012705
Net Proceeds 310,000.00
Fiduciary Acquisition Value 307,556.67 2,443.33
'13/03/2005 1,400.0000 Shares 140000 US Treasury Bill dt 9204-
3305
Net Proceeds 140,000.00
Fiduciary Acquisition Value 140,000.00
07/21/2005 270000 US Treasury Bill
Net Proceeds 20,000.00
Fiduciary Acquisition Value 20,000.00
5
DISBURSEMENTS OF PRINCIPAL
\DMINISTRATION COST
08/24/2004 Fulton Bank
09/08/2004 Fulton Bank
09/30/2004 Fulton Bank-bank service charge
10/13/2004 Alicia Diosdado Stine-Reimb. on expenses
10/13/2004 Alicia Diosdado Stine-Reimb. on expenses
10/13/2004 Alicia Diosdado Stine-Reimb. on Probate expenses
10/13/2004 Alicia Diosdado Stine-Reimb. on funeral expo
10/1 3/2004 Hospice of Central P A-donation
10/27/2004 Brownsville Public Utilities
10/28/2004 Fulton Bank-bank service charge
1l/30/2004 Fulton Bank-bank service charge
12/30/2004 Fulton Bank-bank service charge
05/3l/2005 Fulton Bank-service charge
i;EES & COMMISSIONS
04/12/2005 Stone LaFaver & Shekletski-Attomey's fee
08/09/2005 Alicia Diosdado Stine-Administratrix's com.
\1ISCELLANEOUS EXPENSES
1l/0l/2004 Register ofWills-5% disc. payment on Inh. Tax
04/12/2005 Joe & Alicia Stine-withdrawal of joint cking acct.
04/12/2005 Joe & Alicia Stine-withdrawal of joint mm account
04/1 2/2005 Joe & Alicia Stine- Withdrawal of joint eking. acct
04/12/2005 Register of Wills-short certificate
05/02/2005 Register of Wills, Agent-add'l inh. tax due
OS/20/2005 Register of Wills-add'l probate costs
10/24/2007 Register of Wills-Filing First and Final Acct
10/24/2007 Reserve for closing expenses
PERSONAL EXPENSES
06/02/2005 Brownsville Care Center-services rendered
TOTAL DISBURSEMENTS OF PRINCIPAL
7
$ 46.60
69.80
3.00
180.29
183.19
564.00
2,050.00
1,000.00
46.50
3.00
3.00
3.00
15.00
10,000.00
20,000.00
38,475.00
3,160.68
2,500.46
5,000.00
4.00
31,915.64
350.00
630.00
1,000.00
55.36
$ 4,167.38
30,000.00
83,035.78
55.36
$117,258.52
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
08/30/2004
TO: Laura Mia Diosdado Automobile to be given to Laura Mia
Diosdado as per Item IV of will
1997 Cadillac Catera at KelIey Bluebook value
Distribute $3,930.00 to Laura Mia Diosdado
Automobile to be given to Laura Mia Diosdado as
pe
TO: Laura Mia Diosdado Specific bequest as per Item V Section II
A of will
04112/2005
Fulton Bank-Estate Checking Acct. Distribute
cash in the amount of$25,000.00 to Laura Mia
Diosdado
10/24/2007
TO: Luis Diosdado Trust Residue to Trust
110000 US Treasury Bill dt 52407 - 112307
Distribute $110,000.00 to Luis Diosdado Trust
250000 US Treasury BilI dt 72607 - 12408
Distribute $250,000.00 to Luis Diosdado Trust
415000 US Treasury Bill dt 83007 - 22808
Distribute $415,000.00 to Luis Diosdado Trust
90000 US Treasury Bill dt 042607 - 102507
Distribute $90,000.00 to Luis Diosdado Trust
10/24/2007
Fulton Bank-Estate Checking Acct. Distribute
cash in the amount of $11 ,991.68 to Luis
Diosdado Trust
TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARiES
8
110,000.00
250,000.00
415,000.00
90,000.00
11,991.68
$
3,930.00
25,000.00
876,991.68
$ 905,921.68
PRINCIPAL INVESTMENTS MADE
09/02/2004 1,400.00 Shares 140000 US Treasury Bill dt 9204 - 3305 $ 140,000.00
10/28/2004 89,071.80 Shares 90000 US Treasury Bill dt 102804 to 42805 90,000.00
I 1/26/2004 110000 US Treasury Bill dt 112604 - 52605 108,692.02
I) 1 /20/2005 270000 US Treasury Bill 266,403.22
04/28/2005 900.00 Units 90000 US Treasury Bill dt 42805 - 102805 90,000.00
i)5/26/2005 110000 US Treasury Bill dt 52605 - 112605 108,260.99
07/21/2005 250000 US Treasury Bill dt 72105 - 11906 245,677.50
)9/01/2005 415000 US Treasury Bill dt 9105 - 3206 407,226.71
I 0/27/2005 900.00 Shares 90000 US Treasury Bill dt 102805 - 42706 90,000.00
11/25/2005 110000 US Treasury Bill dt 112505 - 52506 107,702.05
01/26/2006 250000 US Treasury Bill dt 12606 - 72706 244,514.72
03/02/2006 415000 US Treasury Bill dt 3206 - 83106 405,390.91
OS/25/2006 110000 US Treasury Bill dt 52506 - 1125-06 107,310.41
07/27/2006 250000 US Treasury Bill dt 72706 - 12507 243,604.72
i)8131/2006 415000 US Treasury Bill dt 83106 - 3107 404,572.66
[ 0/26/2006 90000 US Treasury Bill dt 42706 - 102606 87,845.57
10/26/2006 1.00 Units 90000 US Treasury Bill dt 102606 - 042607 87,736.37
I 1/24/2006 1.00 110000 US Treasury Bill dt 112506 - 52407 107,267.91
01/25/2007 1.00 250000 US Treasury Bill dt 12507 - 72607 243,724.79
03/01/2007 1.00 415000 US Treasury Bill dt 3107 - 83007 404,614.63
04/26/2007 1.00 Units 90000 US Treasury Bill dt 042607 - 102507 87,800.08
OS/24/2007 1.00 Units 110000 US Treasury Bill dt 52407 - 112307 107,310.41
,) 7/26/2007 1.00 Units 250000 US Treasury Bill dt 72607 - 12408 243,819.58
;)8/30/2007 1.00 Units 415000 US Treasury Bill dt 83007 - 22808 405,369.93
TOTAL PRINCIPAL INVESTMENTS MADE
,834,845.18
9
08/08/2004
1 1/26/2004
08/08/2004
I 0/07/2004
OS/26/2005
] 1/26/2005
· )8/08/2004
09/02/2004
11/25/2005
OS/25/2006
CHANGES IN PRINCIPAL HOLDINGS
ACCOUNT
VALUE
$110000 US Treasury BiIl dt 052704 - 112604
1,100.01 Shares Inventoried at $99.55 each
1,100 Shares Sold, carried at $99.55 each
0.01 Shares No Longer Held
$ 109,500.41
-$109,500.4 I
$0.00
$20000 US Treasury Bill dt 040804 - 100704
200.00 Shares Inventoried at $99.77 each
200.00 Shares Sold, carried at $99.77 each
0.00 Shares No Longer Held
110000 US Treasury Bill dt 52605 - 112605
Purchased, valued at
Carried at
Transfer cash in the amount of$11O,000.00 from
110000 US Treasury Bill dt 52605 - 112605 to Fulton
Bank-Estate Checking Acct.
No Longer Held
19,954.30
-$19,954.30
$0.00
$108,260.99
$108,260.99
-$108,260.99
$0.00
110000 US Treasury BiIl dt 030404 - 090204
1,100 Shares Inventoried at $99.90 each
1,100 Shares Sold, carried at $99.90 each
No Longer Held
I 10000 US Treasury Bill dt I 12505 - 52506
Purchased, yalued at
Carried at
Transfer cash in the amount of $11 0,000.00 from
110000 US Treasury BiII dt 112505 - 52506 to Fulton
Bank-Estate Checking Acct.
No Longer Held
109,894.07
-$109,894.07
$0.00
$107,702.05
$107,702.05
-$107,702.05
$0.00
10
11/24/2006
\ 1/24/2006
OS/24/2007
OS/24/2007
11/26/2004
OS/26/2005
OS/24/2007
OS/24/2007
10/24/2007
CHANGES IN PRINCIPAL HOLDINGS (Continued)
110000 US Treasury Bill dt 112506 - 52407
1 Units Purchased, valued at $107,267.91 each
Carried at
Transfer cash in the amount of $2,732.09 from 110000
US Treasury Bill dt 52506 - 1125-06 to 110000 US
Treasury Bill dt 112506 - 52407
Carried at
Purchased, valued at
Carried at
Transfer cash in the amount of$2,689.59 from 110000
US Treasury Bill dt 112506 - 52407 to 110000 US
Treasury Bill dt 52407 - 112307
1 Units No Longer Held
110000 US Treasury Bill dt 112604 - 52605
Purchased, valued at
1 Units
1 Units
1 Units
Carried at
Transfer cash in the amount of $11 0,000.00 from
110000 US Treasury Bill dt 112604 - 52605 to Fulton
Bank-Estate Checking Acct.
No Longer Held
110000 US Treasury Bill dt 52407 - 112307
1 Units Purchased, valued at $107,310.41 each
1 Units
Carried at
Transfer cash in the amount of $2,689.59 from 110000
US Treasury Bill dt 112506 - 52407 to 110000 US
Treasury Bill dt 52407 - 112307
Carried at
Distribute $110,000.00 to Laura Mia Diosdado
No Longer Held
1 Units
1 Units
11
ACCOUNT
VALUE
$107,267.91
$107,267.91
$2,732.09
$110,000.00
-$107,310.41
$2,689.59
-$2,689.59
$0.00
$108,692.02
$108,692.02
-$108,692.02
$0.00
$107,310.41
$107,310.41
$2,689.59
$110,000.00
-$110,000.00
$0.00
CHANGES IN PRINCIPAL HOLDINGS (Continued)
110000 US Treasury Bill dt 52506 - 1125-06
OS/25/2006 Purchased, valued at
Carried at
OS/25/2006 Transfer cash in the amount of$2,689.59 from Fulton
Bank-Estate Checking Acct. to 110000 US Treasury
Bill dt 52506 - 1125-06
Carried at
11/24/2006 Purchased, valued at
Carried at
11/24/2006 Transfer cash in the amount of$2,732.09 from 110000
US Treasury Bill dt 52506 - 1125-06 to 110000 US
Treasury Bill dt 112506 - 52407
No Longer Held
140000 US Treasury Bill dt 3305 -9105
03/03/2005 Transfer cash in the amount of$140,000.00 from
Fulton Bank-Estate Checking Acct. to 140000 US
Treasury Bill dt 3305 -9105
Carried at
09/01/2005 Transfer cash in the amount of$140,000.00 from
140000 US Treasury Bill dt 3305 -9105 to Fulton
Bank-Estate Checking Acct.
No Longer Held
140000 US Treasury Bill dt 9204 - 3305
09/02/2004 1,400 Shares Purchased, valued at $100.00 each
1,400 Shares Carried at
03/03/2005 1,400 Shares Sold, carried at $100.00 each
No Longer Held
08/08/2004
08/30/2004
1997 Cadillac Catera at Kelley Bluebook value
Inventoried Value
Distribute $3,930.00 to Laura Mia Diosdado
Automobile to be given to Laura Mia Diosdado as pe
No Longer Held
12
ACCOUNT
VALUE
$107,310.41
$107,310.41
$2,689.59
$110,000.00
-$107,267.91
$2,732.09
-$2,732.09
$0.00
$137,929.75
$137,929.75
-$137,929.75
$0.00
$140,000.00
$140,000.00
-$140,000.00
$0.00
3,930.00
-$3,930.00
$0.00
01/25/2007
01/25/2007
07/26/2007
07/26/2007
01/26/2006
07/27/2006
07/21/2005
01/19/2006
07/26/2007
07/26/2007
I 0/24/2007
CHANGES IN PRINCIPAL HOLDINGS (Continued)
250000 US Treasury Bill dt 12507 - 72607
1 Units Purchased, valued at $243,724.79 each
Carried at
Transfer cash in the amount of $6,275.21 from 250000
US Treasury Bill dt 72706 - 12507 to 250000 US
Treasury Bill dt 12507 - 72607
Carried at
Purchased, valued at
Carried at
Transfer cash in the amount of$6,180.42 from 250000
US Treasury Bill dt 12507 - 72607 to 250000 US
Treasury Bill dt 72607 - 12408
I Units No Longer Held
250000 US Treasury Bill dt 12606 - 72706
Purchased, valued at
1 Units
1 Units
1 Units
Carried at
Transfer cash in the amount of $250,000.00 from
250000 US Treasury Bill dt 12606 - 72706 to Fulton
Bank-Estate Checking Acct.
No Longer Held
250000 US Treasury Bill dt 72105 - 11906
Purchased, valued at
Carried at
Transfer cash in the amount of $250,000.00 from
250000 US Treasury Bill dt 72105 - 11906 to Fulton
Bank-Estate Checking Acct.
No Longer Held
250000 US Treasury Bill dt 72607 - 12408
1 Units Purchased, valued at $243,819.58 each
1 Units
Carried at
Transfer cash in the amount of$6,180.42 from 250000
US Treasury Bill dt 12507 - 72607 to 250000 US
Treasury Bill dt 72607 - 12408
Carried at
Distribute $250,000.00 to Laura Mia Diosdado
No Longer Held
1 Units
1 Units
13
ACCOUNT
VALUE
$243,724.79
$243,724.79
$6,275.21
$250,000.00
-$243,819.58
$6,180.42
-$6,180.42
$0.00
$244,514.72
$244,514.72
-$244,514.72
$0.00
$245,677.50
$245,677.50
-$245,677.50
$0.00
$243,819.58
$243,819.58
$6,180.42
$250,000.00
-$250,000.00
$0.00
CHANGES IN PRINCIPAL HOLDINGS (Continued)
250000 US Treasury Bill dt 72706 - 12507
07/27/2006 Purchased, valued at
Carried at
07/27/2006 Transfer cash in the amount of$6,395.28 from Fulton
Bank-Estate Checking Acct. to 250000 US Treasury
Bill dt 72706 - 12507
Carried at
01/25/2007 Purchased, valued at
Carried at
01/25/2007 Transfer cash in the amount of$6,275.21 from 250000
US Treasury Bill dt 72706 - 12507 to 250000 US
Treasury Bill dt 12507 - 72607
No Longer Held
270000 US Treasury Bill
01/20/2005 Purchased, valued at
Carried at
07/21/2005 Sold, carried at $20,000.00
Carried at
07/21/2005 Transfer cash in the amount of $270,000.00 from
270000 US Treasury Bill to Fulton Bank-Estate
Checking Acct.
No Longer Held
275000 US Treasury Bill dt 3305 - 9105
03/03/2005 Transfer cash in the amount of $270,933.75 from
Fulton Bank-Estate Checking Acct. to 275000 US
Treasury Bill dt 3305 - 9105
Carried at
09/01/2005 Transfer cash in the amount of$275,000.00 from
275000 US Treasury Bill dt 3305 - 9105 to Fulton
Bank-Estate Checking Acct.
No Longer Held
08/08/2004
09/02/2004
30000 US Treasury Bill
300 Shares
300 Shares
Inventoried at $99.90 each
Sold, carried at $99.90 each
No Longer Held
14
ACCOUNT
VALUE
$243,604.72
$243,604.72
$6,395.28
$250,000.00
-$243,724.79
$6,275.21
-$6,275.21
$0.00
$266,403.22
$266,403.22
-$20,000.00
$246,403.22
-$246,403.22
$0.00
$270,933.44
$270,933.44
-$270,933.44
$0.00
29,971.11
-$29,971.11
$0.00
Carried at
Transfer cash in the amount of$10,385.37 from
415000 US Treasury Bill dt 83106 - 3107 to 415000
US Treasury Bill dt 3107 - 83007
Carried at
Purchased, valued at
Carried at
Transfer cash in the amount of$9,630.07 from 415000
US Treasury Bill dt 3107 - 83007 to 415000 US
Treasury Bill dt 83007 - 22808
1 Units No Longer Held
415000 US Treasury Bill dt 3206 - 83106
03/02/2006 Purchased, valued at
08/08/2004
01/13/2005
08/08/2004
01/27/2005
03/01/2007
03/01/2007
08/30/2007
08/30/2007
CHANGES IN PRINCIPAL HOLDINGS (Continued)
310000 US Treasury Bill dt 072504 - 011305
3,100 Shares Inventoried at $99.29 each
3,100 Shares Sold, carried at $99.29 each
No Longer Held
310000 US Treasury Bill dt 072904 - 012705
3,100.00 Shares Inventoried at $99.21 each
3,100.00 Shares Sold, carried at $99.21 each
No Longer Held
415000 US Treasury Bill dt 3107 - 83007
1 Units Purchased, valued at $404,614.63 each
1 Units
1 Units
1 Units
Carried at
08/31/2006 Transfer cash in the amount of$415,000.00 from
415000 US Treasury Bill dt 3206 - 83106 to Fulton
Bank-Estate Checking Acct.
No Longer Held
15
ACCOUNT
VALUE
307,795.90
-$307,795.90
$0.00
307,556.67
-$307,556.67
$0.00
$404,614.63
$404,614.63
$10,385.37
$415,000.00
-$405,369.93
$9,630.07
-$9,630.07
$0.00
$405,390.91
$405,390.91
-$405,390.91
$0.00
08/30/2007
08/30/2007
10/24/2007
08/31/2006
08/31/2006
03/01/2007
03/01/2007
09/01/2005
03/02/2006
04/26/2007
04/26/2007
10/24/2007
CHANGES IN PRINCIPAL HOLDINGS (Continued)
415000 US Treasury Bill dt 83007 - 22808
1 Units Purchased, valued at $405,369.93 each
Carried at
Transfer cash in the amount of$9,630.07 from 415000
US Treasury Bill dt 3107 - 83007 to 415000 US
Treasury Bill dt 83007 - 22808
Carried at
Distribute $415,000.00 to Laura Mia Diosdado
1 Units No Longer Held
415000 US Treasury Bill dt 83106 - 3107
Purchased, valued at
I Units
1 Units
Carried at
Transfer cash in the amount of$10,427.34 from Fulton
Bank-Estate Checking Acct. to 415000 US Treasury
Bill dt 83106 - 3107
Carried at
Purchased, valued at
Carried at
Transfer cash in the amount of$1O,385.37 from
415000 US Treasury Bill dt 83106 - 3107 to 415000
US Treasury Bill dt 3107 - 83007
No Longer Held
415000 US Treasury Bill dt 9105 - 3206
Purchased, valued at
Carried at
Transfer cash in the amount of$415,000.00 from
415000 US Treasury Bill dt 9105 - 3206 to Fulton
Bank-Estate Checking Acct.
No Longer Held
90000 US Treasury Bill dt 042607 - 102507
1 Units Purchased, valued at $87,800.08 each
1 Units
Carried at
Transfer cash in the amount of $2,199.92 from 90000
US Treasury Bill dt 102606 - 042607 to 90000 US
Treasury Bill dt 042607 - 102507
Carried at
Distribute $90,000.00 to Laura Mia Diosdado
No Longer Held
1 Units
1 Units
16
ACCOUNT
VALUE
$405,369.93
$405,369.93
$9,630.07
$415,000.00
-$415,000.00
$0.00
$404,572.66
$404,572.66
$10,427.34
$415,000.00
-$404,614.63
$10,385.37
-$10,385.37
$0.00
$407,226.71
$407,226.71
-$407,226.71
$0.00
$87,800.08
$87,800.08
$2,199.92
$90,000.00
-$90,000.00
$0.00
08/08/2004
10/28/2004
10/26/2006
10/26/2006
04/26/2007
04/26/2007
10/28/2004
04/28/2005
10/27/2005
10/26/2006
10/26/2006
CHANGES IN PRINCIPAL HOLDINGS (Continued)
90000 US Treasury Bill dt 042904 - 102804
900.00 Shares Inventoried at $99.68 each
900 Shares Sold, carried at $99.68 each
0.00 Shares No Longer Held
90000 US Treasury Bill dt 102606 - 042607
I Units Purchased, valued at $87,736.37 each
Carried at
Transfer cash in the amount of$2,263.63 from 90000
US Treasury Bill dt 42706 - 102606 to 90000 US
Treasury Bill dt 102606 - 042607
Carried at
Purchased, valued at
Carried at
Transfer cash in the amount of$2,199.92 from 90000
US Treasury Bill dt 102606 - 042607 to 90000 US
Treasury Bill dt 042607 - 102507
1 Units No Longer Held
90000 US Treasury Bill dt 102804 to 42805
89,071.80 Units Purchased, valued at $1.00 each
1 Units
1 Units
I Units
Carried at
Purchased, valued at
89,071.80 Units No Longer Held
90000 US Treasury Bill dt 102805 - 42706
900 Shares Purchased, valued at $100.00 each
89,071.80 Units
900 Shares Carried at
Purchased, valued at
900 Shares Carried at
Transfer cash in the amount of $2, 154.43 from 90000
US Treasury Bill dt 102805 - 42706 to 90000 US
Treasury Bill dt 42706 - 102606
900 Shares No Longer Held
17
ACCOUNT
VALUE
89,713.78
-$89,713.78
$0.00
$87,736.37
$87,736.37
$2,263.63
$90,000.00
-$87,800.08
$2,199.92
-$2,199.92
$0.00
$90,000.00
$90,000.00
-$90,000.00
$0.00
$90,000.00
$90,000.00
-$87,845.57
$2,154.43
-$2,154.43
$0.00
CHANGES IN PRINCIPAL HOLDINGS (Continued)
90000 US Treasury Bill dt 42706 - 102606
10/26/2006 Purchased, valued at
Carried at
10/26/2006 Transfer cash in the amount of $2, 154.43 from 90000
US Treasury Bill dt 102805 - 42706 to 90000 US
Treasury Bill dt 42706 - 102606
Carried at
10/26/2006 Purchased, valued at
Carried at
10/26/2006 Transfer cash in the amount of $2,263 .63 from 90000
US Treasury Bill dt 42706 - 102606 to 90000 US
Treasury Bill dt 102606 - 042607
No Longer Held
90000 US Treasury Bill dt 42805 - 102805
04/28/2005 900 Shares Purchased, valued at $100.00 each
900 Shares Carried at
] 0/27/2005 Purchased, valued at
900 Shares No Longer Held
18
ACCOUNT
VALUE
$87,845.57
$87,845.57
$2,] 54.43
$90,000.00
-$87,736.37
$2,263.63
-$2,263.63
$0.00
$90,000.00
$90,000.00
-$90,000.00
$0.00
110000 US Treasury Bill dt 52605 - 112605
OS/26/2005 Interest Income
110000 US Treasury Bill dt 112505 - 52506
11/25/2005 Interest Income
110000 US Treasury Bill dt 112506 - 52407
OS/24/2007 Interest Income
110000 US Treasury Bill dt 112604 - 52605
11/26/2004 Interest Income
110000 US Treasury Bill dt 52506 - 1125-06
OS/25/2006 Interest Income
11/24/2006 Interest Income
140000 US Treasury Bill dt 3305 -9105
09/01/2005 Interest Income
250000 US Treasury Bill dt 11906 - 72706
07/27/2006 Interest Income
250000 US Treasury Bill dt 12507 - 72607
07/26/2007 Interest Income
250000 US Treasury Bill dt 12606 - 72706
01/26/2006 Interest Income
250000 US Treasury Bill dt 72105 - 11906
07/21/2005 Interest Income
250000 US Treasury Bill dt 72706 - 12507
01/25/2007 Interest Income
250000 US Treasury Bill dt 9105 - 3206
03/02/2006 Interest Income
RECEIPTS OF INCOME
19
2,689.59
2,732.09
$
1,739.01
2,297.95
2,689.59
1,307.98
5,421.68
2,070.25
6,395.28
6,180.42
5,485.28
4,322.50
6,275.21
9,609.09
RECEIPTS OF INCOME (Continued)
270000 US Treasury Bill
07/21/2005 Interest Income
275000 US Treasury Bill dt 3305 - 9105
09/01/2005 Interest Income
310000 US Treasury Bill dt 072904 - 012705
09/27/2004 Interest Income
415000 US Treasury Bill dt 3107 - 83007
08/30/2007 Interest Income
415000 US Treasury Bill dt 83106 - 3107
08/31/2006 Interest Income
03/01/2007 Interest Income
415000 US Treasury Bill dt 9105 - 3206
09/01/2005 Interest Income
90000 US Treasury Bill
04/28/2005 Interest Income
90000 US Treasury Bill dt 042904 - 102804
10/28/2004 Interest Income
90000 US Treasury Bill dt 102606 - 042607
04/26/2007 Interest Income
90000 US Treasury Bill dt 102805 - 42706
04/27/2006 Interest Income
90000 US Treasury Bill dt 42706 - 102606
10/26/2006 Interest Income
90000 US Treasury Bill dt 42805 - 102805
10/27/2005 Interest Income
Chase Bank-Checking Acct.
20
10,427.34
10,385.37
3,596.78
4,066.56
1,255.80
9,630.07
20,812.71
7,773.29
1,405.95
928.20
2,199.92
2,154.43
2,263.63
1,849.57
RECEIPTS OF INCOME (Continued)
10/27/2004 Interest Income
Fulton Bank-Checking Acct. #3622-45692
12/10/2004 Interest Income
Fulton Bank-Estate Checking Acct.
01/31/2005 Interest Income
02/28/2005 Interest Income
03/31/2005 Interest Income
04/29/2005 Interest Income
05/31/2005 Interest Income
06/30/2005 Interest Income
07/29/2005 Interest Income
08/31/2005 Interest Income
09/30/2005 Interest Income
10/31/2005 Interest Income
11/30/2005 Interest Income
12/30/2005 Interest Income
01/31/2006 Interest Income
02/28/2006 Interest Income
03/31/2006 Interest Income
04/28/2006 Interest Income
05/31/2006 Interest Income
06/30/2006 Interest Income
07/31/2006 Interest Income
08/3 1/2006 Interest Income
09/24/2006 Interest Income
10/31/2006 Interest Income
11/30/2006 Interest Income
12/29/2006 Interest Income
01/23/2007 Interest Income
02/28/2007 Interest Income
03/31/2007 Interest Income
04/30/2007 Interest Income
05/31/2007 Interest Income
06/30/2007 Interest Income
07/31/2007 Interest Income
08/31/2007 Interest Income
09/28/2007 Interest Income
Fulton Bank-Money Market AccL #9904-36709
21
46.41
324.90
116.50
76.96
9.21
1.61
12.23
16.75
18.02
18.95
21.24
24.89
90.37
28.23
41.88
41.23
32.62
18.77
20.59
28.16
40.16
42.08
41.88
44.02
45.81
46.79
64.57
51.16
37.67
38.84
41.64
48.54
55.49
9.01
2.28
1,588.17
RECEIPTS OF INCOME (Continued)
08/13/2004 Interest Income
0.08
TOT AL RECEIPTS OF INCOME
$ 113,330.69
22
DISBURSEMENTS OF INCOME
11/17/2005 P A Dept of Revenue-paymt on P A41 $ 18.00
11/08/2006 P A Dept of Revenue-05-06 Fiduciary taxes due 11.00
11/08/2006 US Treasury-05-06 Fiduciary taxes due 3,043.00
10/24/2007 P A Dept of Revenue-06-07 Fiduciary taxes due 19.00
10/24/2007 US Treasury-06-07 Fiduciary taxes due 14,589.10
06/07/2005 Treasury Direct annual fee 25.00
06/06/2006 Treasury Direct-annual fee 25.00
06/05/2007 Treasury Direct-annual fee 25.00
TOT AL DISBURSEMENTS OF INCOME
$ 17,755.10
23
04/13/2006
04/14/2007
10/24/2007
04/12/2005
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
TO: Laura Mia Diosdado Specific bequest as per Item V Section II
A of will
Fulton Bank-Estate Checking Acct. Distribute
cash in the amount of$25,000.00 to Laura Mia
Diosdado
Fulton Bank-Estate Checking Acct. Distribute
cash in the amount of $25,000.00 to Laura Mia
Diosdado
$25,000.00
$25,000.00
TO: Luis Diosdado Trust Residue to Trust
Fulton Bank-Estate Checking Acct. Distribute
cash in the amount of$20,575.59 to Luis
Diosdado Trust
TO: Luis Martin Diosdado Jr Specific bequest as per Item V Section
II B of will
Fulton Bank-Estate Checking Acct. Distribute
cash in the amount of$25,000.00 to Luis Martin
Diosdado Jr
TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES
24
$50,000.00
$20,575.59
$25,000.00
$95,575.59
SCHEDULE OF DISTRIBUTION
Luis Martin Oiosdado, Jr.-
Laura Mia Oiosdado-Christiansen
1997 Cadillac Catera
Specific bequests received
To Trust for benefit of
Cash
Treasury Bill totals
Total Trust Balance
Total Distribution
$ 32,567.27
$865,000.00
$
25,000.00
$
3,930.00
$
75,000.00
$
897,567.27
$1,000,497.27
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF ~efU-AN5>
Alicia Diosdado Stine, Executrix under the Last Will and
Testament of Luis Diosdado, deceased, hereby declares under oath
(penalties of perjury) that she has fully and faithfully
discharged the duties of her office; that the foregoing First and
Final Account is true 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 her knowledge, there are no claims now outstanding
against the estate; and that all taxes presently due from the
estate have been paid.
~ /P-A~d~"~1 ~~
Alicia Diosdado Stine, Executrix
Sworn to and subscribed
before me this :<'5-/.1.. day
of 0 cJbb-R/L- ---;-2007.
~'-m ~
Notary Publlc .
COMMONWEALTH NNSYlVANIA
NOTARIAL SEAL
. TINA M. BURKEY, Notary Public
) New Cumberland Boro, Cum~erland Co.
I My Commission Expires Apn115. 2009
t
l
LAST WILL AND TEST AMENT
OF
LUIS DIOSDADO
THE STATE OF TEXAS
KNOW ALL MEN BY THESE PRESENTS:
COUNTY OF CAMERON
THAT I, LUIS DIOSDADO, BEING DOMICILED in Brownsville, Cameron
County Texas, being of sound and disposing mind and memory, and above the age of
eighteen years, do hereby make, declare and publish this, my LAST WILL AND
TEST AMENT, to wit:
(A) I hereby direct that my body be cremated and my ashes be placed in an urn for
interment at the new columbarium at Arlington Cemetery.
(B) I hereby direct that in the event my ashes cannot be placed for interment at the
new columbarium at Arlington Cemetery I request that the United States Navy bury my
ashes at sea, as close as possible to the landing beaches in Nonnandy, France, where so
many of my friends lost their lives when we landed there.
II
I hereby direct that all of my just debts be paid out of my estate, without delay, by
my executrix and/or executor to be hereafter appointed.
III
I give, devise and bequeath to my daughter, LAURA MIA DIOSDADO, and my
son. LUIS MARTIN DlOSDADO, JR., any money received from my Life Insurance, U.
S. Government Policy No. 1178968 SL V8561 V A and U. S. CUSTOMS LIFE
INSURANCE, ref; CSA 2093065 and U. S. CUSTOMS RETIREMENT FUND CSA
2093065.
IV
I give, devise and bequeath to my daughter, LAURA MIA DIOSDADO, the
automobile that I own, to sell or keep as she may desire.
V
I. I give, devise and bequeath that the moneys held by me in my BANK
CHECKING ACCOUNT and my BANK SAVINGS ACCOUNT be distributed equally
between my daughter, LAURA MIA DIOSDADO and my son. LUIS MARTIN
DIOSDADO, JR., AEIER all of my just debts are satisfied from these funds.
~:!' . ,-
~6? L /~-- Pag"
.-
l
"
II. I hereby devise, bequeath and direct that all of the assets of the U. S.
TREASURY BILLS that are held in my name, LUIS DIOSDADO, continue to be
reinvested until they mature. I further direct that one year after the date of my death, on
April 16th, after all just debts, including the U. S. Internal Revenue Service taxes, are paid,
that from the principal and/or interest earned by these bills, that:
A. TWENTY FIVE THOUSAND DOLLARS ($25,000.00) be given to my
daughter, LAURA MIA DIOSDADO, and that
B. TWENTY FIVE THOUSAND DOLLARS ($25,000.00) be given to my
son, LUIS MARTIN DIOSDADO, JR.
C. I hereby devise bequeath and direct that the amount of TWENTY FIVE
THOUSAND DOLLARS be given annually to each of my heirs, my daughter, LAURA
MIA DIOSDADO, and my son, LUIS MARTIN DIOSDADO, JR., for the rest of their
lives or until all of the assets ofthe U. S. Treasury Bills are given in transfer to them as I
have directed in this, my Last Will and Testament.
D. I give, devise, bequeath and direct that in the event that both my daughter,
Laura Mia Diosdado and my son, Luis Martin Diosdado, Jr., precede me in death or prior
to the complete distribution of all of the assets as directed by my Last Will and Testament
that: at that time all of the assets of the U. S. Treasury Bills be divided only - ONE HALF
(1/2) to my sister ALICIA DIOSDADO STINE and ONE HALF (1/2) to my brother,
CESARlO DIOSDADO. In the event that my sister and/or my brother are deceased at
that time, the monies due to them will be paid equally to my sister Alicia D. Stine's
children: Anita Stine Rash and Mark KniJey Stine. At that time, complete distributions of
all of the assets are to be made and will terminate this, my Last Will and Testament.
E. I hereby devise, bequeath and direct that after completion of section
<A,B,C,D,E and F.> at that date and time the complete transfer to my heirs of all the assets
of my estate and that all of my wishes and desires expressed in this my Last Will and
Testament will have been carried out. May God bless you all.
F. Notwithstanding all ofthe above, I hereby give, devise, bequeath and direct
that at the time of my death any and all U. S. Treasury bills owned by me that are in joint
names or titled "Payable on Death to" should be transferred to the person so named on the
bill.
VI
I give devise and bequeath that ONL Y 'at the time of the death of BOTH my
daughter, LAURA MIA DIOSDADO and my son, LUIS MARTIN DIOSDADO, JR., will
the remaining assets of my Estate be divided equally ONLY between my sister, ALICIA
~Vpage2
,I
DlOSDADO STINE, and my brother, CESARIO DlOSDADO, or their issue as defined
in Section V, D above.
VII
I hereby constitute and appoint my sister, ALICIA DIOSDADO STINE, as FIRST
INDEPENDENT EXECUTRIX and my brother in law, JOSEPH K. STINE as SECOND
AL TERNA TE INDEPENDENT EXECUTOR of this my Last Will and Testament and
direct that no bond or security be required of her as such Executrix or of him as such
Executor.
VllI
It is my will that NO OTHER ACTION SHALL BE HAD IN THE COUNTY
COURT IN THE ADMINISTRATION OF MY ESTATE other than to prove or record
an inventory and appraisement of my estate and list of claims.
J!- d.d I r
This I MAKE AND PUBLISH AS MY LAST WILL AND TESTAMENT,
SUPERSEDING ANY AND ALL OTHER LAST WILLS AND TESTAMENTS THAT
I MAY HAVE MADE PRIOR TO THIS DATE, HEREUNTO SIGNING AND
SUBSCRIBING MY NAME THIS THE /3. DAY OF "q rtt.-J 2001, IN THE
PRESENCE OF:
/~~~
i/M/t~
AND
,WHO WITNESS SAME AT MY REQUEST.
~~.v
LUIS Dl SDADO
~~~(&P,"e3
f
J
The above instrument was here published as the Last Will and Testament of
LUIS DlOSDADO, and signed and subscribed by the said LUIS DlOSDADO,
the testator, in our presence, and we, at his request in his presence, and the presence
of each other, signed and subscribed our names thereto as attesting witnesses.
THE ST ATE OF TEXAS
COUNTY OF CAMERON
BEFORE ME, THE UNDERSIGNED AUTUQRITY, ON THIS DAY
PERSONALL Y APPE~D LUIS DlOSDADO, ./.A.Jd2MnL ;)fM~
.I-rO~d it- c1vll'l>>uW KNOWN TO ME TO BE THE TE~A T'dR AND
THE ~TNESSES RESPECTIVELY, WHOSE NAMES ARE SUBSCRIBED TO THE
ANNEXED OR FOREGOING INSTRUMENT IN THEIR RESPECTIVE
CAPACITIES, AND, ALL OF SAID PERSONS BEING BY ME DULY SWORN, THE
SAID LUIS DlOSDADO, TESTATOR. DECLARED TO ME AND TO THE SAID
WITNESSES IN MY PRESENCE THAT SAID INSTRUMENT IS illS LAST WILL
AND TESTAMENT, AND THAT HE HAD WILLINGLY MADE IT AND
EXECUTED IT AS HIS FREE ACT AND DEED FOR THE PURPOSE THEREIN
EXPRESSED: AND THE SAID WITNESSES, EACH ON THEIR OATH STATED
TO ME IN THE PRESENCE AND HEARING OF THE SAID TESTATOR THAT
SAID TESTATOR HAD DECLARED AND THAT HE EXECUTED SAME AS SUCH
AND WANTED EACH OF THEM TO SIGN THE SAME AS WITNESSES IN THE
PRESENCE OF THE SAID TESTATOR AND AT HIS REQUEST: THAT HE WAS
AT THAT TIME EIGHTEEN YEARS OF AGE OR OVER AND WAS OF SOUND
MIND, AND THAT EACH WITNESS WAS THEN AT LEAST FOURTEEN YEARS
OF AGE.
..
C~'7~-i-
LUIS DlOSDADO
/.,~~
0LL~
SUBSCRIBED AND ACKNOWLEDGED BEFORE ME BY SAID LUIS DIOSDADO,
TESTATOR AND SUBSCRIBED AND SWORN TO BEFORE ME BY SAID
JJ08"n i lJfI.~VEz.. AND /YJI="VOA- ~~.e.s WITNESSES,
THIS /3- DA Y OF .J?1j2JuL ,2001.
HILDA SAlAZAR
NOTARY PUBLIC
STATE OF TEXAS
My Comm. Exp. 04/17/2004
1YiJda,~aJ(}~
#
~:~~/Jp.ge4
1
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the
laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market
Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-
News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market
Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established
March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published
in their regular daily and/or Sunday/ Metro editions which appeared on the 24th and 31st day(s) of August and the
7th day(s) September 2004. That neither he nor said Company is interested in the subject matter of said printed
notice or advertising, and that all ofthe allegations of this statement as to the time, place and character of publication
are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed
and adopted severally by the stockholders and board of directors of the said Company and subsequently duly
recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION
COpy
STONE, LAF AVER & SHEKLETSKI
414 BRIDGE STREET
P.O. BOXE
NEW CUMBERLAND, P A. 17070
Statement of Advertising Costs
To THE PATRIOT-NEWS CO.
For publishing the notice or publication attached
hereto on the above stated dates
109.30
Publisher's Receipt for Advertising Cost
The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general
circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have
been duly paid.
By....................................................................
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Lisa Marie Coyne, Esquire, Editor ofthe Cumberland Law Journal, ofthe 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 Carlisle 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 ofthe said Cumberland Law
Journal on the following dates,
VIZ:
AUGUST 27, SEPTEMBER 3, 10, 2004
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 ofthe aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Diosdado. Luis. dec'd.
Late of East Pennsboro Town-
ship.
Executrix: Alicia Diosdado Stine,
1 Windswept Way, Camp HilI, PA
17011.
Attomeys: DaVid H. Stone, Es-
quire, Stone LaFaver & Sheklet-
ski, 414 Bridge St., P.O. Box E,
New Cumberland, PA 17070.
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AND SUBSCRIBED before me this
day of SEPTEMBER 2004
L SEAL
LOIS E. SNYDER, Notary Public
Carlisle Soro, Cumberland County
My Commission Expires March 5, 2005
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846-Estate Notices-West
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Run Schedule Invoice Text
EXECUTOR'S NOTICELetters Testamentary on the Estate of Luis Dios
9/7/2004 1: 1 0:05PM
1
est\ffa\diosdadonot
IN RE: ESTATE OF LUIS DIOSDADO
LATE OF THE TOWNSHIP OF
EAST PENNSBORO, CUMBERLAND
COUNTY, PENNSYLVANIA, DEC.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0747
NOTICE OF FILING ACCOUNT AND
STATEMENT OF PROPOSED DISTRIBUTION
NOTICE IS HEREBY GIVEN THAT Alicia Diosdado Stine, Executrix of
the Last Will and Testament of Luis Diosdado, deceased, has this date
filed her First and Final Account and Statement of Proposed Distribu-
tion in the above captioned Estate in the Office of the Register of
Wills in and for Cumberland County, Pennsylvania, at Carlisle, PA
17013, where the same are filed as public records and may be inspect-
ed. Enclosed herewith are copies of the Inventory, First and Final
Account and Statement of Proposed Distribution as filed, together with
copies of the will.
YOU are further notified that any exceptions or objections to
said account or statement must be filed in writing at the Office of
the Register of Wills aforesaid prior to the confirmation of said
account scheduled as set forth below.
UNLESS written exceptions or objections are filed prior thereto,
said account and statement will be presented to the above captioned
Court in Court Room No. 1 of the Cumberland County Courthouse,
Carlisle, Pennsylvania, at 9:30 A.M., prevailing time on Tuesday,
November 27, 2007, at which time said account will be confirmed and
distribution ordered in accordance with the Statemen of Proposed
Distribution.
DATE OF NOTICE:
10 ~:J.. ~ >~ t-
NOTICES TO:
1. Laura Mia Diosdado-Christiansen - PO Box 903, Greeley, CO 80631
2. Alicia Diosdado Stine - 1 Windswept Way, Camp Hill, PA 17011
3. Anita Stine Rash - 1310 King Arthur Drive, Mechanicsburg, PA 17055
4. Mark Kni1ey Stine - 1112 Kent Drive, Mechanicsburg, PA 17055
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF LUIS DIOSDADO
,DECEASED
No. 21-04-0747
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.
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Name of Counsel: David H. Stone, Esquire
Supreme Court J.D. No.: 39785
Name of Law Firm: Stone LaFaver & Shekletski
Address: 414 Bridge Street, New Cumberland, PA 17070
Telephone: 717-774-7435
Fax: 717-774-3869
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Form OC-OJ rev" W13"06
Page 1 of 10
Estate of LUIS DIOSDADO
, Deceased
1. Name(s) and addressees) ofPetitioner(s):
Name:
Alicia Diosdado Stine, Executrix
Address:
1 Windswept Way
Camp Hill, PA 17011
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
N/A
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . .. 0 Yes D No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on August 8, 2004
o Letters Testamentary or DLetters of Administration were granted to Petitioner(s) on
Ammst 12.2004
Date of Will (if applicable): April 13, 2001
Date(s) ofCodici1(s) (if applicable): N/A
Date of probate (if different from date Letters granted):
Was a bond required? DYes 0 No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... 0 Yes D No
Dates of advertising of the grant of Letters: Cumberland Law Journal 8-27, 9-3, &
9-10-04 and The Patriot News Co. 8-24,8-31, & 9-7-04
Form OC-O/ rev. 10./3.06
Page 2 of 10
Estate of LUIS DIOSDADO
, Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes 0 No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............ . DYes 0 No
(See Section 2201 et~. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names ofthe decedent's surviving children or
surviving issue of deceased children (ifnone, so state):
NONE
6. DiddecedentmarryafterexecutionofWillorCodicil(s)?.......... DYes 0 No
Were any children born to decedent after execution of
Will or Codicil(s)? ., . .. . .. .. .. . .. .. .. ... . .. .. . .. . . ... . ... . . . . DYes 0 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. S 1412, was a request for a statement of claim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes ~ No
Form OC-Ol rev. 10.13.06
Page 3 of 10
Estate of LUIS DIOSDADO
, Deceased
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 ofthe 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 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 Each Party in Interest
Relationshiv and Comments. iran v Interest
Laura Mia
Diosdado-Christiansen
PO Box 903
Greeley, CO 80631
Daughter $25,000 per year
Luis Martin Diosdado
PO Box 314
Greeley, CO 80631
Son $25,000 per year
Died August 24,
2005
Form OC-OJ rev. 10.13.06
Page 4 of 10
Estate of LUIS DIOSDADO
, Deceased
Name and Address of Each Part]! in Interest
Relationship and Comments, iranv Interest
Alicia Diosdado Stine
1 Windswept Way
Camp Hill, PA 17011
Sister Remainderman of
trust
Cesario Diosdado
1774 Yale Street
Chula Vista, CA 91913
Brother Remainderman of
trust
Died September 12,
2006
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
NONE
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit ($ee Pa. o.c. Rule 12.4).
N/A
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.
N/A
Form DC-OI rev, 10,13,06
Page 5 of 10
Estate of LUIS DIOSDADO
, Deceased
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?
NONE DYes DYes
DNo DNo
DYes DYes
DNo DNo
DYes DYes
DNo DNo
DYes DYes
DNo DNo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. S 3392 and the proposed payments.
11.
Was family exemption claimed?
0No
Was family exemption allowed?
DYes
DYes
0No
Family exemption claimant's name and relationship:
Name:
Relationship:
Form DC-OI rev. 10.13.06
Page 6 of 10
Estate of LUIS DIOSDADO
, Deceased
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
38,475.00
11-01-2004
05-02-2005
31,915.64
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond ofa fiduciary? .. . . . . . . . . . . . . . . . .. DYes 0 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:
See attached
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. ~ Yes D 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.
Form OC-OJ rev. 10.13.06
Page 7 of 10
Estate of LUIS DIOSDADO
, Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . D Yes ~ No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
N/A
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. DYes ~ No
18. If a reserve is requested, state amount and purpose.
1,000.00
Amount:
Purpose.. For any additional filing costs for the court or miscellaneous expenses we
are not aware of at this time.
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
parties in interest? ........................................ DYes ~No
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
~Yes
DNo
As to real estate only? ....................................... . DYes ~ No
Form DC-OJ rev. IO.J3.06
Page 8 of 10
Estate of LUIS DIOSDADO
, Deceased
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:
Proposed Distributee(s)
Amount/Proportion
Laura Mia Diosdado-Christiansen
$25,000.00 per year
Luis Martin Diosdado, Jr.
$25,000.00 per year (died
August 24, 2005
B. Principal:
Proposed Distributee(s)
Amount/Proportion
Laura Mia Diosdado-Christiansen
(In Trust to pay above)
Luis Martin Diosdado, Jr.
Submitted By:
(All petitioners must sign.
Add additional lines ifnecessary):
aLL- ;VA~d~.J ~
Name of Petitioner: Alicia Diosdado Stine, Executrix
Name of Petitioner:
Form OC-OJ rev. JO./3.06
Page 9 of 10
Estate of LUIS DIOSDADO
, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he/she
IS title
of the above-named name of corporation
and] 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. S 4904 (relating to unsworn
falsification to authorities).
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Signature of Petitioner
* Corporate petitioners must complete bracketed information.
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.
Form OC-01 rev. 10.13.06
Page 10 of 10
Petition for Adjudication/Statement of Proposed
Distribution Pursuant to PA OC Rule 6.9
Estate of Luis Diosdado, Deceased
No. 9 (A) - Additional parties of interest:
Anita Stine Rash
1310 King Arthur Drive
Mechanicsburg, PA 17055
Niece
Remainderman
of Trust
Mark Kniley Stine
1112 Kent Drive
Mechanicsburg, PA 17055
Nephew
Remainderman
of Trust
No. 14
Questions concerning the Adjudication:
1. Has Petitioner interpreted the terms of the will
correctly? The will directs the payments of $25,000.00 per year
to each of the children of the testator, Laura Mia Diosdado and
Luis Martin Diosdado, Jr., until their death. At the death of
the children of the deceased, any undisbursed principal is to be
paid one half to the testator's sister, Alicia Diosdado Stine,
and one half to the testator's brother, Cesario Diosdado. If
either the testator's brother or sister are deceased at the time
of distribution, the share of the deceased sibling is to be paid
to Anita Stine Rash and Mark Kniley Stine. Cesario Diosdado and
Luis Martin Diosdado, Jr. died during the administration of the
estate.
2. Petitioner requests that Alicia Diosdado Stine be
confirmed as Trustee under the Testamentary Trust and that Joseph
K. Stine be confirmed as the Successor Trustee. The will refers
to them as Executrix and alternate Executor. The Petitioner
further requests that the court confirm Mark Kniley Stine as the
Second Successor Trustee. Petitioner believes it is necessary to
name a Second Successor Trustee because both Alicia Diosdado
Stine and Joseph K. Stine are substantially older than Laura Mia
Diosdado-Christiansen, sole surviving life beneficiary.
est\ffa\diosdadonot
IN RE: ESTATE OF LUIS DIOSDADO
LATE OF THE TOWNSHIP OF
EAST PENNSBORO, CUMBERLAND
COUNTY, PENNSYLVANIA, DEC.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0747
NOTICE OF FILING ACCOUNT AND
STATEMENT OF PROPOSED DISTRIBUTION
NOTICE IS HEREBY GIVEN THAT Alicia Diosdado Stine, Executrix of
the Last Will and Testament of Luis Diosdado, deceased, has this date
filed her First and Final Account and Statement of Proposed Distribu-
tion in the above captioned Estate in the Office of the Register of
Wills in and for Cumberland County, Pennsylvania, at Carlisle, PA
17013, where the same are filed as public records and may be inspect-
ed. Enclosed herewith are copies of the Inventory, First and Final
Account and Statement of Proposed Distribution as filed, together with
copies of the will.
YOU are further notified that any exceptions or objections to
said account or statement must be filed in writing at the Office of
the Register of Wills aforesaid prior to the confirmation of said
account scheduled as set forth below.
UNLESS written exceptions or objections are filed prior thereto,
said account and statement will be presented to the above captioned
Court in Court Room No. 1 of the Cumberland County Courthouse,
Carlisle, Pennsylvania, at 9:30 A.M., prevailing time on Tuesday,
November 27, 2007, at which time said account will be confirmed and
distribution ordered in accordance with the Statemen of Proposed
Distribution.
DATE OF NOTICE:
/0 -;a b,~""t-
NOTICES TO:
1. Laura Mia Diosdado-Christiansen - PO Box 903, Greeley, CO 80631
2. Alicia Diosdado Stine - 1 Windswept Way, Camp Hill, PA 17011
3. Anita Stine Rash - 1310 King Arthur Drive, Mechanicsburg, PA 17055
4. Mark Kniley Stine - 1112 Kent Drive, Mechanicsburg, PA 17055
REGISTER OF WILLS OF CUMBERLAND COUNTY. PENNSYLVANIA
INVENTORY
Estate of Luis Diosdado
No.21
04
0747
. Deceased
Date of Death 8/8/2004
Social Security No. 457-24-3322
also known as
Alicia Diosdado Stine
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: David H. Stone, Esquire
1.0. No.: #39785
Personal Representative: ~
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Alicia Diosdado Stine
1 Windswept Way. Camp Hill, PA 17011
Dated .5 - ). - U S-
Address: 414 Bridge Street
New Cumberland
Telephone: 717-774-7435
PA 17070
Description
$20,000 US Treasury Bill dt 040804 - 100704 @ $99.77 each
Value
19954.30
$110,000 US Treasury Bill dt 03-04-04 to 09-02-04 @ $99.90 each
109894.07
- .-:.-~I
'.-.!
$110.000 US Treasury Bill dt 05-27-04 to 11-26-04 @ $99.55 each
1:0.9500.41
1997 Cadillac Catera at Kelley Bluebook value
To be given to Laura Diosdado Christiansen as per Item IV of the will
"3930.00
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$30,000 US Treasury Bill dt 03-04-04 to 09-02-04 @ $99.90 each
29971.11
$310,000 US Treasury Bill dt 07-25-04 to 01-13-05 @ $99.29 each
307,795.90
Total
1,008,770.45
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
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Continuation of Inventory
Luis Diosdado
21
04
0747
Paqe 1
Description of Inventory
Description
$310,000 US Treasury Bill dt 07-29-04 to 01-27-05 @ $99.21 each
Value
307,556.67
$90,000 US Treasury Bill dt 04-29-04 to 10-28-04 @ $99.68 each
89,713.78
Chase Bank-Checking Accl.
26,254.21
Miscellaneous personal property such as electric wheel
chair, tv set, radios, watches, and household appliances
4,200.00
Grand Total $
427,724.66
1,008,770.45
Subtotal $
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSLVANIA
ORPHANS' COURT DIVISION
Docket No: 21-2004-0747
INRE:
FIRST AND FINAL ACCOUNT OF ALICIA DIOSDADO STINE, EXECUTRIX FOR THE ESTATE OF
LUIS DIOSDADO, LATE OF EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY,
PENNSYL VANIA, DECEASED.
AND
PETITION FOR ADJUDICA TION/ST A TEMENT OF PROPOSED DISTRIBUTION
ORDER OF COURT
AN NOW, this 27TH day of NOVEMBER, 2007, the herein account is confirmed absolutely and distribution
is decreed in accordance with the proposed schedule of distribution herewith.
BY THE COURT,
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IN RE: ESTATE OF LUIS DIOSDADO
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYL VANIA
LATE OF THE BOROUGH OF
EAST PENNSBORO TOWNSHIP,
CUMBERLAND COUNTY,
PENNSYL VANIA
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NOW comes David H. Stone, Esquire, attorney for the Alicia Diosdado Stine, Executrix for the
estate of Luis Diosdado, late of East Pennsboro Township, Cumberland County, Pennsylvania, who
petitions the Court as follows:
1. Petitioner filed a First and Final Account and Proposed Distribution of Luis
Diosdado, Deceased, on or about October 26, 2007, together with a Petition for Adjudication.
2. The Petition for Adjudication requested the Court to adjudicate two questions more fully
described in the attached Exhibit "A',\ said exhibit having been an exhibit to the Petition for
Adjudication.
'.
3. Because the Last Will and Testament of Luis Diosdado fails to use the terms
"Trust" or "Trustee", Petitioner believes it is necessary to have a Court order specifying the same to aid
in the administration of Trust assets by the Trustee and successor Trustees.
4. Petitioner requests that this Court enter an Order addressing the particularities of
the questions raised in the adjudication.
WHEREFORE, the Petitioner requests an Order as follows:
1, The Last Will and Testament of Luis Diosdado, late of East Pennsboro Township,
Cumberland County, Pel1nsylvania, establishes a Trust hereinafter known as the Trust under Will of
~
Luis Diosdado for the following uses and purposes:
A. To pay the sum of $25,000.00 per year to each of the only living child of the Luis
Diosdado, to wit, Laura Mia Diosdado. Payments shall continue each year on April 16th until her death.
B. Upon the death of Laura Mia Diosdado the Trust shall terminate and the
undisbursed principal and income shall be paid to Alicia Diosdado Stine, the sole surviving sibling of
Luis Diosdado. Should Alicia Diosdado Stine fail to survive Laura Mia Diosdado any undisbursed
principal and income shall be paid to one-half to Anita Stine Rash and one-half to Mark Kni1ey Stine,
who are the sole surviving children of Alicia Diosdado Stine.
2. Alicia Diosdado Stine is the Trustee of the Trust under Will of Luis Diosdado. Joseph K.
Stine is the successor Trustee of the Trust under Will of Luis Diosdado. Mark Kni1ey Stine is the
second successor Trustee of the Trust under Will of Luis Diosdado.
STONE LaFA VER & SHEKLETSKI
Date:
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ID #39785
414 Bridge Street
New Cumberland, P A 17070
717-774-7435 (phone)
717-774-3869 (fax)
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EXHIBIT "A"
Petition for Adjudication/Statement of Proposed
Distribution Pursuant to PA OC Rule 6.9
Estate of Luis Diosdado, Deceased
No. 9 (A) - Additional parties of interest:
Anita Stine Rash
1310 King Arthur Drive
Mechanicsburg, PA 17055
Niece
Remainderman
of Trust
Mark Kniley Stine
1112 Kent Drive
Mechanicsburg, PA 17055
Nephew
Remainderman
of Trust
No. 14
Questions concerning the Adjudication:
1. Has Petitioner interpreted the terms of the will
correctly? The will directs the payments of $25,000.00 per year
to each of the children of the.~estator, Laura Mia Diosdado and
Luis Martin Diosdado, Jr., until their death. At the death of
the children of the deceased, any undisbursed principal is to be
paid one half to the testator's sister, Alicia Diosdado Stine,
and one half to the testator's brother, Cesario Diosdado. If
either the testator's brother or sister are deceased at the time
of distribution, the share of the deceased sibling is to be paid
to Anita Stine Rash and Mark Kniley Stine. Cesario Diosdado and
Luis Martin Diosdado, Jr. died during the administration of the
estate.
2. Petitioner requests that Alicia Diosdado Stine be
confirmed as Trustee under the Testamentary Trust and that Joseph
K. Stine be confirmed as the Successor Trustee. The will refers
to them as Executrix and alternate Executor. The Petitioner
further requests that the court confirm Mark Kniley Stine as the
Second Successor Xrustee. Petitioner believes it is necessary to
name a Second Successor ,Trustee because both Alicia Diosdado
Stine and Joseph K. Stine are substantially older t~an Laura Mia
8~C'3d3do-:hr~sti<3nsen, sole surVlVl~? l~fe be~efil=iary.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 7/11/2008 n
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STONE CHARLES H ~ '
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STONE LAFAVER & SHEKLETSKI ~.>~ r ~
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47.4 BRIDGE ST PO BOX E ~ ,~- F
NEW CUMBERLAND PA 17070
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RE;: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 8/08/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
C
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-6345
Date : 7/11/2008 r~ '~'~'
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S':CINE ALICIA DIOSDADO ~c7 ~ t_
1 WINDSWEPT WAY ='~ '~ '~~
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CAMP HILL, PA 17011 '?~-; ~
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RE: Estate of DIOSDADO LUIS
File Number: 2004-00747
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
Atic per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SLfPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2.) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 8/08/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~ ,
~,t~~~e vr~cral '~'~'
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc' : File
Counsel
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Luis Diosdado
Date of Death: August 8, 2004
Will No. 21-04-0747
7'o the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
F:ules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is complete:
~'es X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
~>e complete
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes X No
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' Court and may be attached to this
report . :,......~~..._~..„~
Date : "~ ~ 1 ~ ~ '~
Davi -3~" one '~,, Esquire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
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Capacity: Personal Representative
X Counsel for Personal
Representative
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