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Home My WebLink About04-1195Estate of Marie H. Castro also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Linda McCurdy ~e[;[;~,i~,=, (s), who is/are 18 years of age or older, apply(les) for: , Deceased Social Security Ne. 181-07-1760 (COMPLETE "A" OR "B" BELOW:) ] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix Decedent, dated 11/9/2004 and codicil(s) dated Letters Testamentary named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a, d.b.n c.t.a.: pendente lite, duranta absentia; durante minotitate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the f~wing spou~ (if any) and heirs: ~-.~O Name Relationship Res~de~ County, Pennsylvania, with his/her last family or principal 266~000.00 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland residence at Manor Care, 1700 Market St., Camp Hill, Cumberland County, PA (list street, number and municipality) Decedent, then 87 years of age, died November 20 ,2004 , at Manor Care, Camp Hill, PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) AIl 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 ........................................................................................ $ Tota~ ..................................................................................................................... $ 266~000.00 Real Estate situated as follows: NONE Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence I ~ Linda McCurdy 535 N. 2nd Street Wormleysbur,q, PA 17043 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this ;~ (~._L_.., dayof ~ DECREE OF REGISTER Estate of Marie H. Castr(~ also known as Social Security No: 181-07-1760 AND NOW, on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters (~ Testamentary I~ of Administration Deceased No. ,~1- 0d - J/<~''- ~ ::~ Date of Death: 11/20/2004 ~ ?~,~--~. , in consideration of the ~g~ are hereby granted to Linda McCurdy (c..a., d b n c ; pendente lite; durante absentia' du,'~'nte minodtatel-':'". in the above estate and that the instrument(s), if any, dated November 9, 2004 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... Short Certificate(s) ............... $ 60.00 Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. Codicil ................................. $ JCP Fee ................................. $ 10.00 Inventory & Tax Forms ............. $ Other ...................................... $ TOTAL ............................. $ 3,.,~ .60 4-.7.C~,~ ',J At~orne~-~' Attorney: Marielle F. Hazen, Esquire I.D. No: 68003 Address: 2000 Lin,cjlestown Road~ Suite 303 Harrisbur,q PA 17110 Telephone: 717-540-4332 DATEFILED: I_~ ~ ~Z,C'~('~ RW-TA his is to certify that the inlbrmation here given is correctly copied l¥om an original certificate of death duly filed with me as l,ocal Registrar. The original certificate will be tbrwardcd Io the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph:~~; Fee for this certificate, $2.00 CERTIFICATE OF DEATH T LAST WILL AND TESTAMENT OF MARIE H. CASTRO I, MARIE H. CASTRO, now domiciled in Cumberland County, Pennsylvania, decdgre this to be my Last Will and Testament. I revoke all other wills and codicils previously made. ~icle I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath my tangible personal property in accordance with any memorandum which I have handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be added to my residuary estate and pass under Article IV hereof. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my niece, LINI)A McCURDY, of Cumberland County, Pennsylvania. However, if LINDA McCURBY does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share she would have received had she survived me by thirty (30) days. Article V I nominate, constitute and appoint LINDA MeCURDY, of Cumberland County, Pennsylvania as Executrix of my Last Will and Testament. In the evem of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint MARY E. GOODLING, as successor Executrix of my Last Will and Testament. I 2 direct that my Executrix or successor Executrix be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executrix or successor Executrix shall receive reasonable compensation for services rendered to my estate. Article VI In addition to the powers conferred by law, I authorize my Executrix or successor Executrix, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, to exercise any option or right arising from the ownership of investments, to compromise claims without court approval and without consent of any (d) (e) beneficiary, (0 to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, MARIE H. CASTRO, hereby set my hand to this my Last Will and Testament, on ~D ~. C) ,2004, at Harrisburg, Pennsylvania. H. CASTRO In our presence, the above-named MARIE H. CASTRO signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Nallle Address 2000 Linglestown Rd., Suite 303, Harrisburg, PA 17110 2000 Linglestown Rd., Suite 303, Harrisburg, PA 17110 4 I, MARIE H. CASTRO, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and Acknowledged before me by MARIE H. CASTRO, the Testatrix on ///~ ,2004. NofaCy~fiblic ' U COMMONWEALTH OF PENNSYLVANIA Not.iai Se~l Mariellc F. Hl~n, Not~'y Putflk ] Su~na ~., ~ C~n~ I My C~mi~i~ ~i~ ~. ~, 2~ I We, the undersigned witnesses who signed the foregoing instmmem, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and Subscribed to before me and Mmesses, on ,2004. Nota6;i u bn 'U ess .,COMMONWEALTH OF PENNSYLVANIA f No.riM Se. al ] | Marielie E Nazen, Notary Public 15 ] Susquehanna Twp. Dauphin County I [ My Corem ss on Expires ~pt. 23. 2006 J The Law Office of MARIElLE F. HAzEN Attorney at Law Certified Elder Law Attorney by the National Elder Law Foundation 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 'ffiL: (717) 540-4332 FAX: (717) 5404313 www.hazenelderlaw.com February 15,2005 CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Marie Castro File No. 21-04-01195 Certification of Notice Under Rule 5.6(a) ",,_1 To: The Register of Wills: en 0'", Enclosed please find a check in the amount of $37,000.00, which represents early payment of the inheritance tax regarding the above estate. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, Enclosure cc: Linda McCurdy, Executrix \r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128.-0601 REV-, '62 EX(' 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HAZEN MARIELLE F ESQUIRE SUITE 303 2000 L1NGLESTOWN ROAD HAR~SBURG. PA 17110 _n___~_ lold ESTATE INFORMATION: SSN: 181-07-1760 FILE NUMBER: 2104-1195 DECEDENT NAME: CASTRO MARIE H DATE OF PAYMENT: 02/17/2005 POSTMARK DATE: 02/16/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/20/2004 NO. CD 004961 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $37,000.00 I I I I I I I I TOTAL AMOUNT PAID: $37,000.00 REMARKS: CHECK# 101 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS 1'//"" 1 'I "I' // 'I'" 'I '1'1/'" 1/'" //" //"'" 'III'" 11/" 'I ;~E:::':::.-::': ,. ':'''-..1 ") ") 8~OH 'v'd 'aIS!lJe8 aJenbs asnOl.jlJno8 auO aSn04l-1n08 ~uno8 puepaqwn8 SII!M!O JalS!6aH , " -1.- 9b/1- ~th9 5~Et 5000 o9tt hooL OIIL I Vd 'Bmqs!JJ COCal peo}! UMolsalBu!1 01 MU']I1J AaU.lO :::;~i~~a,3;~:: ,0. o:~. .........;J(J:.,.\<J_l.~('~I.., 1111111111111 I '5l),.f7I:::~- "".!. ~ _ ~ ~~q - -~,~"~~_~3j 6';f '-.,. ~:'-"~"'-.. ,b C, ,~~L;~)..~ -'_> "->....-. T'. _ _ _ _ _ _ ~'J!lflM P.~l:!l"H'-~:l_ - - - - - -- N"3ZVH "J :rn:mIV JO ~;)UJO Me'] ~ CUMBERLAND COUNTY REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6Ia\ Name of Decedent: Marie H Castro Date of Death: 11/20/2004 Will No. 21-04-1195 Admin. No. To the Register: J certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on \ -().. S ~ Name Address Linda McCurdy 535 N. 2nd Street Wormlevsbura :"_2 o ~ ;'~,:J, "'fA 17043 C:. '.:,.:~ C_Fl --; .. 1-- ",0, J C,,.. .~ ,'j , -',.,. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: en 1'0 NONE Date: 1 ~a.) ~ {4~/lrkj:>s-' Signature Name: Marielle F Hazen. Esauire Address: 2000 Linalestown Road. Suite 303 Harrisburl;J PA 17110 Telephone(717) 540- 4332 x Personal Representative Counsel for Personal Representative Capacity: . j' ,::,l(;":' ';:::' ,.',:\" ~.~~ In I:;: ~' ... \",'''\ ~"'~:~~ 8 '~1\0 ..:..1 U ,,!<- '~l'u~ (::~' ~ ~. , "" :E , \I fJ:) 0 I , (l" ff , g. ,,0 ,- ... ~.$' '':'"'. -' Q~INO ."'.", ~ I\""...,,~ '*' -tl 1'1'1 C) \,-, -tl t""\ t:",,\ ".',~ I.""j \""1 \:""\ -tl ".... ,.CJ \.,n --.---------------- c~r ".--- nt.\~~r~', DClCO'Pf\\-\' ('{:.';y': r ne; ,tl\,) ",' , ~."" '. t"<"" r i :- jRl ), p,!:", ~ o~ ~ ~~~ J t' ~ ~ ~ ~ ~ & 3 t i '" <l) , ';'0 ~ := ~ .o::l ::J ~ (/) o ~'C ~~~ (l) (/) ~ o € ~ (l) o .... o~ ~ 0" (") c.(j)-.:- (/)~(l)O ~8~t;: ::::=:--00.... _,...r:;........ o~tD.- ....- ~ IDQ)OID (j).oOti) '0, E (l):.e (l) ~ c. (t) 0:000 The Law Office of MARIEllE F. HAzEN Certified Elder Law Attorney* An Estate Planning and Elder Law Firm 2000 Linglestown Road Suite 202 Harrisburg, PA 17110 TEL: (717) 5404332 FAX: (71 7) 5404313 www.hazenelderlaw.com Marlelle F. Hazen, JD, CEIA * Jeta C. Combs, Paralegal Jessica A. Holland, Paralegal Catherine M. Semon, Paralegal Kim M. Smith, Office Administrator August 12, 2005 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Marie Castro File No. 21-04-01195 To: The Register of Wills: Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. Also enclosed is a check for the inheritance tax in the amount of $2,183.99 and a check in the amount of $30.00 for the filing fees. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, Enclosures cc: Linda McCurdy, Executrix r" c:-" t::',:_:,:"I CJ"l ~"I ) .; ~~ 2 j (-'~) ;~i '"~) (J) ('.,.) ~ *Certified Elder Law Attorney by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT w !;( :.l: -Ul uO::::.l: W l1.u J: 00 uO:::....I ~1Il < I- Z W C W o w c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Marie H. Castro DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM.DD-Year) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 1 1 9 5 ""CoUNTY"CoiiE -YEAR- - - NuMBER- - SOCIAL SECURITY NUMBER 1 8 1 - 0 7 - 1 760 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (daleofdeathpriOfto12-1~82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o i= :3 ~ l- ii: c( o w l:t: z o i= c( I- ~ D.. ::E o o >< c( I- X _(15) X _(16) X .12 (17) 274,208.66 X .15 (18) 41 , 131 30 (19) 41,131.30 11/20/2004 08/16/1917 (IF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [X] 1. Original Return D 4. Limited Estate [X] 6. Deoedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death after 12.12.82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95) PA 17110 ) --- --~ ,-~. - OFFI<4A9 USE ONLY ~ \.'~-;:J ....II I- Z W C Z o l1. Ul W 0::: 0::: o U NAME Marielle F. Hazen FIRM NAME (If Applicable) Law Office of Marielle F. Hazen TELEPHONE NUMBER 717 -540-4332 COMPLETE MAILING ADDRESS 2000 Linglestown Road Suite 202 Harrisbur 210,990.67 :---.. 'J) -l iOn C~) (") -~tJ C..J ,-, I ,::::J C) :1 - '-n () ,n 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total 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) (1) (2) (3) (4) (5) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 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 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 78.642.2d - c;;"") r".) .s:- (8) 289,632.87 12,657.41 2,766.80 (11) (12) (13) 15,42421 274,208.66 (14) 274,208.66 Decedent's Com lete Address: STREET ADDRESS . 205 Frances Cadden Parkwa CITY Harrisburg STATE PA ZIP 17111 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 41,131.30 37.000.00 1.947.31 Total Credits (A + B + C) (2) 38,947.31 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 !Zl 0.00 0.00 2,183.99 2,183.99 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA 17043 DATE 8- ADDRESS PA 17110 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 surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. !l9116(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. !l9116(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 Marie H Castro FILE NUMBER 21 04 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 1195 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 78,642.20 Savings Bonds Series E See Attached Inventory TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 78 642.20 REV-1508 EX + (6-98) '. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie H Castro 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. 1195 ITEM NUMBER DESCRIPTION 1. Waypoint Bank Saver's Advantage #9878032095 2. Waypoint Bank CD#156279667 3. Waypoint Bank CD#155267425 4. Waypoint Bank Money Market #106100943 5. Citizens Bank Checking #610068-079-7 6. M& T Bank Checking #22006117 7. M& T Bank Savings #1500426018308 8. M& T Bank CD#31003914613152 9. M&T Bank CD#31003914613169 10. Personalty 11. Highmark Blueshield Refund 12. Com cast Refund VALUE AT DATE OF DEATH 18,413.35 14,507.09 14,732.89 68,688.49 46,917.03 14,740.39 7,262.82 12,495.70 12,495.70 500.00 235.08 2.13 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 210990.67 REV-1511 EX + (12-99) '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie H. Castro SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 04 1195 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Neill Funeral Home 8,557.26 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Marielle F. Hazen (Estimated) 3,500.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills - Open Probate Fees 352.00 5. Accountanfs Fees 6. Tax Retum Prepare~s Fees 7. The Sentinel - Legal Publication 173.15 8. Cumberland Law Journal - Legal Publication 75.00 TOTAL (Also enter on line 9, Recapitulation) $ 12.657.41 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) 'w SCHEDULE' DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie H. Castro FilE NUMBER 21 04 1195 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 2,737.50 1. Manor Care Nursing Home Bill 2. PP&L 23.38 3. Verizon 5.92 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2 766.80 '~':"a.(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER M::Iri",H "'~~+p~ 21 04 1195 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OFEST ATE 1. TAXABLE DISTRIBUTIONS Onclude OUtri~ht spousal distributions, and transfers under Sec. 9116 (a (1.2)] 1. Linda McCurdy 535 N. 2nd Street 100% Residue Wormleysburg, PA 17043 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-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: _______37J!OO,OO Discount: _ 1,947.31 Interest Table Year Days Delinquent this time period Bal~nc; D~; ~l - Interest -I this year this period --~---- -----------1 Before 1981 1982 1983 1984 1985 1986 -------_.~-- 1987 _.._~-~_._~---,--.__.._------ 11988 through 1991 ~ 1992 11993 through 1994 1995 through 1998 ~~~999 -------- . 2000 ~~~~----------- ---------._---~-- 2003 ~_. 2004 ~-----_._._----\-._- --------- --=--=-===~-J==--~---=-i=--~=~J : I - - - .~ ~ ~~. ...~--=f~~-~~~=~=J ~~~=- -- . ---=~-=~=t .~=_-=-~-==-- 1__ -TOTALS - =1_ ~_ - .~t~ --= -= - -E-=~ -=-== =1 Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: ____________ Penalty: _________ fji!lc(G~! ,'I, '. '!J.!]~\ 162 EX" 1 '6) '. . FEB 1 8 2005 "0~ I'. ;.1 PENNSYLVANIA · (,..~. .._,...........~-:-~U INHERITANCE AND ESTATE TAX LUL:~>.._..h:Jd d I.-a ., OFFICIAL RECEIPT ----------------------- NO. CD 004961 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF. INDIVIDUAL TAXES OEPT, 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: HAZEN MARIELLE F ESQUIRE SUITE 303 2000 L1NGLESTOWN ROAD HARRISBURG, PA 17110 h._Un fold ESTATE INFORMATION: SSN: 181-07-1760 FILE NUMBER: 2104-1195 DECEDENT NAME: CASTRO MARl E H DATE OF PAYMENT: 02/17/2005 POSTMARK DATE: 02/16/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/20/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $37,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 101 SEAL .. INITIALS: JA RECEIVED BY: ; . T AXPA YER $37,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS LAST WILL AND TESTAMENT OF MARIE H. CASTRO I, MARIE H. CASTRO, now domiciled in Cumberland County, Pennsylvania, de~e ("") g C Q ..r:- this to be my Last Will and Testament. I revoke all other wills and codicils ttm::Xl may Jmre 'Tl \J("") ('""') -:J ;;r: r- ~~-- J:;: m N previously made. :.:; Ch ~ \.0 Clna -0 ,-....011 ~ ....u-.. c: ; :D -i j} Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. .r::- .. :0 -.-. rrl -'''8 fTl G) -- ::.n <.:~o rnl'-' ::00 00 -n-n ~-- ..,.., -='.: ("") Pm [00 ..,.., o N Article III I give, devise and bequeath my tangible personal property III accordance with any memorandum which I have handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be added to my residuary estate and pass under Article IV hereof. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my niece, LINDA McCURDY, of Cumberland County, Pennsylvania. However, if LINDA McCURDY does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share she would have received had she survived me by thirty (30) days. Article V I nominate, constitute and appoint LINDA McCURDY, of Cumberland County, Pennsylvania as Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint MARY E. GOODLING, as successor Executrix of my Last Will and Testament. I 2 direct that my Executrix or successor Executrix be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executrix or successor Executrix shall receive reasonable compensation for services rendered to my estate. Article VI In addition to the powers conferred by law, I authorize my Executrix or successor Executrix, in hislher absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, ( c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, 3 (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, MARIE H. CASTRO, hereby set my hand to this my Last Will and Testament, on ----.:i}~ II, 9 , 2004, at Harrisburg, Pennsylvania. /;~ C ~h;, ARIE H. CASTRO In our presence, the above-named MARIE H. CASTRO signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address 2000 Linglestown Rd.. Suite 303. Harrisburg. P A 17110 2000 Linglestown Rd.. Suite 303. Harrisburg. PA 17110 4 I, MARIE H. CASTRO, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and Acknowledged before me by MARIE H; CASTRO, the Testatrix on I~ 9 ' 2004. '/~:.' - "~bliC 1f2f if:rJ L~ RIE H. CASTRO COMMONWEALTH OF PENNSYLVANIA Notarial Seal MarieIle F. Hazen. N~ Public Susquehanna Twp.. Dauphm County My Commission Expires Sept. 23, 2006 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and Subscribed to before me by ~SSlCCL t\. -h1onD.-vvL and -rim 1'Y1. ~ witnesses, on / ,2004. vatif7J?J Notary Pu 1 c COMMONWEALTH OF PENNSYLVANIA Notarial Seal MarieIle F. Hazen. No~ Public 5 Susquehanna Twp.. Dauphm County My Commission Expires Sept. 23, 2006 Savings Bond Calculator Valw:! As Of 11/2004 - BOlli' IlIfo Series i E Bonds .' R e~>lIlts # Bonds 26 Total Price $14,250.00 Denomination $ 1,000 Page 1 01'2 Savinc - CALCU Serial Number Issue Date [I Total Interest $64,392.20 Total Value $78,642.20 YTD In! $2,712 Issue Serial Number Issue Date Series Denom Price M209909558E 12/1979 E M209909557E 12/1979 E M210203892E 12/1979 E D209034670 12/1979 E D209034669 12/1979 E D209034668E 12/1979 E D209034667E 12/1979 E M209909436E 07/1979 E M209909435E 07/1979 E M209909434E 07/1979 E D207103417E 07/1979 E D207103420E 07/1979 E D207103419E 07/1979 E D207103418E 07/1979 E M205409730E 01/1978 E M205409729E 0111978 E M205409729E 0111978 E D204335291E 0111978 E D204335290E 0111978 E D204335289E 0111978 E D203179487E 0111977 E D203179486E 0I/1977 E D203179485E 0111977 E M201126096E 0111976 E M201126095E 01/1976 E M201l26094E 01/1976 E _I Viewing Bonds 1-26 Le41elld $1,000 $750.00 1,000 750.00 1,000 750.00 500 375.00 500 375.00 500 375.00 500 375.00 1,000 750.00 1,000 750.00 1,000 750.00 500 375.00 500 375.00 500 375.00 500 375.00 1,000 750.00 1,000 750.00 1,000 750.00 500 375.00 500 375.00 500 375.00 500 375.00 500 375.00 500 375.00 1,000 750.00 1,000 750.00 1,000 750.00 http://wwws.publicdebt.treas.govIBC/SBCPrice Interest Value Interest Next Final Rate Accrual Maturit: $2,808.80 $3,558.80 4.00% 12/2004 12/200~ 2,808.80 3,558.80 4.00% 12/2004 12/200~ 2,808.80 3,558.80 4.00% 12/2004 12/200~ 1,404.40 1,779.40 4.00% 12/2004 121200~ 1,404.40 1,779.40 4.00% 12/2004 121200~ 1,404.40 1,779.40 4.00% 12/2004 12/200~ 1,404.40 1,779.40 4.00% 12/2004 121200~ 2,846.00 3,596.00 4.00% 0112005 07/200~ 2,846.00 3,596.00 4.00% 01/2005 07/200~ 2,846.00 3,596.00 4.00% 01/2005 07/200~ 1,423.00 1,798.00 4.00% 0112005 07/200~ 1,423.00 1,798.00 4.00% 0112005 07/200~ 1,423.00 1,798.00 4.00% 01/2005 07/200~ 1,423.00 1,798.00 4.00% 0112005 07/200~ 3,722.80 4,472.80 4.00% 0112005 0112001 3,722.80 4,472.80 4.00% 0112005 0112001 3,722.80 4,472.80 4.00% 0I/2005 0I/20m 1,861.40 2,236.40 4.00% 0112005 0I/20m 1,861.40 2,236.40 4.00% 0112005 0112001 1,861.40 2,236.40 4.00% 01/2005 01/2001 2,125.60 2,500.60 4.00% 01/2005 01/200~ 2,125.60 2,500.60 4.00% 01/2005 01/200~ 2,125.60 2,500.60 4.00% 0112005 01l200~ 4,329.60 5,079.60 4.00% 01/2005 01/200( 4,329.60 5,079.60 4.00% 01/2005 01l200( 4,329.60 5,079.60 4.00% 0112005 01l200( 1/20/2005 Savings Bond Calculator Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator o o o o L S!JPIPlt$tJ!Y~1c.J [.Res~t 1 http;//wwws.publicdebt.treas.gov/BC/SBCPrice Page 2 of2 1/20/2005 CUMBERLAND COUNTY REGISTER OF WILLS , ... . INVENTORY Estate of Marie H. Castro , Deceased No. 21 04 1195 Date of Death 11/20/2004 Social Security No. 181071760 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 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. 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. Personal Representative: "-" C-:--:-J ~..:.:..' C11 Name of Attorney: Manelle F. Hazen I.D. No.: 68003 Linda McCurdy ,~-) .1 _ i~~_~~ :. --~~ C',:: (,; . r-j r~l :, C~) ( ~) . -J.J " J CB en Address: 2000 Ling/estown Road, Suite 202 Harrisburg Telephone: 717-540-4332 , (-I :;7',:' Dated PA 17110 r,) + Description Value Savings Bonds Series E See Attached Inventory 78,642.20 Waypoint Bank Saver's Advantage #9878032095 18,413.35 Waypoint Bank CD#156279667 14,507.09 Waypoint Bank CD#155267425 14,732.89 Waypoint Bank Money Market #106100943 68,688.49 Citizens Bank Checking #610068-079-7 46,917.03 Total (Attach Additional Sheets if necessary) 289,632.87 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 ~ "\. Marie H. Castro 21 04 1195 Page 1 Description of Inventory Description Value M& T Bank Checking #22006117 14,740.39 M& T Bank Savings #1500426018308 7,262.82 M& T Bank CD#31003914613152 12,495.70 M& T Bank CD#31003914613169 12,495.70 Personalty 500.00 Highmark Blueshield Refund 235.08 Comcast Refund 2.13 Subtotal $ 47,731.82 289,632.87 Grand Total $ COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-961 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CO 005692 HAZEN MARIELLE F ESQUIRE SUITE 202 2000 L1NGLESTOWN ROAD HARRISBURG, PA 17110 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 I $2,183.99 ESTATE INFORMATION: SSN: 181-07-1760 I FILE NUMBER: 2104-1195 I DECEDENT NAME: CASTRO MARIE H I DA TE OF PAYMENT: 08/16/2005 I POSTMARK DATE: 08/15/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/20/2004 I I TOTAL AMOUNT PAID: $2,183.99 REMARKS: CHECK#107 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 10-31-2005 CASTRO 11-20-2004 21 04-1195 CUMBERLAND 101 APPEAL DATE: 12-30-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9Y!_~~9~~_!~!~-~!~~______~___~~!~!~_~g~~~_~g~!!g~_Eg~_yg~~_~~~g~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARIE H FILE NO. 21 04-1195 ACN 101 BUREAU OF INDIV([mJ1d,':qXEiSri~-::::!~= ('- INHERITANCE TAX DIVISIoN-' ,','L.,.-: '..:, I "j,. " PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX u '''; ,r) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ~ .. ' I" i i 25 MARIE-HE F HAZEN M F HAZEN LAW OFFICE 2000 LINGLESTWN RD 20 HBG PA 17110 ESTATE OF CASTRO REV-1547 EX AFP (06-05) MARIE H TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 10-31-2005 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 78,642.20 .00 .00 210.990.67 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 12,657.41 2.766.80 (11) (12) (13) (14) NOTE: .00 .00 .00 274,208.66 X 00 = X 045 = X 12 = X 15 = (19)= NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 289,632.87 15.424 21 274,208.66 .00 274,208.66 .00 .00 .00 41,131. 30 41,131.30 ... l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-16-2005 ....... CD004961 1,947.37 37,000.00 08-15-2005 ........ CD005692 .00 2,183.99 TOTAL TAX CREDIT 41,131. 36 BALANCE OF TAX DUE .06CR INTEREST AND PEN. .00 TOTAL DUE .06CR · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE\~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Will:; One Courthouse Square Carlisle, PA 17013 Phone: (71 7 ) 240 - 6345 Date: 11/09/2006 HAZEN MARIELLE F SUITE 202 2000 LINGLESTOWN ROAD HARRISBURG, PA 17110 RE: Estate of CASTRO MARIE H File Number: 2004-01195 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 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 admlnistration. This filing IS due by: 11/20/2006 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, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: FIle Personal Representative(s) Cumberland County - Reglster Ot Wlll:3 One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 11/09/2006 MCCURDY LINDA 535 N 2ND STREET WORMLEYSBURG, PA 17043 RE: Estate of CASTRO MARIE H File Number: 2004-01195 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 dyin::J 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 adllinistration. This filing lS due by: 11/20/2006 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, Glenda Farner Strasbaugh Clerk of the Jrphans' Cour~ cc: File Counsel STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marie H. Castro Date of Death: 11/20/2004 Will No. 21-04-01195 Admin. No. 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: I . 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: .]YR9 2007 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: 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 I Court and may be attached to this report. Date: , I-'/.S-'~ f!!1aJJX0- Marielle F. Hazen Name (Please type or print) 2000 Linglestown Road, Suite 202 Harrisbura PA 17110 Address ( 717 ) - 540- 433 Tel.No. Capacity : Personal Representative -~ ,', ,0 X Counsel for personal representative ~ ~... ....) , J ,I.,' ~ J \ I ~ ';. ~J ~. j ~ I ~L \.J.": '..J'~ ; ,\. ~ The Law Office of MAIm:w: F. HAzEN Certified Elder Law Attorney* An Estate Planning and Eider Law Firm 2000 Linglestown Road Suite 202 Harrisburg, PA 17110 TEL: (717) 540-4332 FAX: (717) 540-4313 www.hazenelderlaw.com November 14, 2006 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Marie Castro File No. 21-04-01195 To: The Register of Wills: Enclosed please find a Status Report Under Rule 6.12, along with a copy of the report. Please date stamp the copy and return it to our office in the enclosed self- addressed stamped envelope. If you have any questions or require any additional information, please do not hesitate to contact our office. Sincerely, ~\~J I _ i . ;<J. / a Combs Paralegal Enclosures cc: Linda McCurdy, Executrix /',. - -- "..j .,,/ 'I I ! 'f -" f ".., ; - ,. ,.."'".-.,. ~~. , 'Certified Elder Law Attorney bv the NotiaT/o! Elder Loui fbundotioT/ as Guthorized hy the F'ennsv!uania Supreme Court ~ ....cn - 0..... \\1 ~~ ~ \\\\ g~ t Ii.,. J #~\\ en ~ ~ ~\ :0\\ tA ~} ('10 ~ ~,d., ~ 00 ~6' 03J.ftII('\ . '7~ \-' \_- ~ ~- ,_<0 \ (: \ I"CC {~<:> ~ c- .... ~ ~ '>J> ~ "a. r- ~.... p "00 :=~ ~'a~ ..e (;J, ~ g.. I ~~, ~ifl:'::: e~~%~ ;'it :=~- _.'..' .... ~ '6> -@pS ~ E~~C)gi e ';e p l:;'u.'[:. "0 \!p-. ~ ~ ~ "'C. <<0'0' ro :. ~ 8 <5 'a~'6> ~~ ~.... o t ~ --& ~ .~ ~ ...., 4: o .... ..,.i .~~ -- ,.. ::::::: g~ n: -:: ~"o bl::. OJ 0. _ lbr -r.. -:: 0..... 1\) 1\1 ::::::: t-,o- 1('.\ ". ::: .... m ". ...:::. ,,",0: \" 0 ~ 0' \_ _ \J1 €I <t ::::::: \l..G..::t'. i'- Z :: 7-Y. ItO oc :::::. \l1 (t \l1 t- ') ::: ""' or.... r ::: r-l2! ~ J \ll ___ ..,v- '"'<< <t oc ~ ..f).a -:: )<.. ~"::t 0')-0\.... 0::l0'. 'i lXJl1 0. :> 6- ioo~ 0.04 -,:. l1.~<t -::: - -::: -::: -:: ts ~ \ i ::.: - :::::. ''', ..... cO) ~ ~., 9-1 ~) ~~ !ill l.t :", I... r.... ,su' Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/31/2007 HAZEN MARIELLE F SUITE 202 2000 LINGLESTOWN ROAD HARRISBURG, PA 17110 -'.,_..1 I :-1 ~'" C~) C,., (~ RE: Estate of CASTRO MARIE H File Number: 2004-01195 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 lS due by: 11/20/2007 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. SinGe.relY'e A'" ,,#)"" A" f: . . ...,,'. ,. . ...., ~ . . /,/ &t. :...JtVYu(j . ~t~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 535 N 2ND STREET WORMLEYSBURGI PA 17043 <,-:;:; Date: 10/31/2007 L' MCCURDY LINDA (A) C0 RE: Estate of CASTRO MARIE H File Number: 2004-01195 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 I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/20/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI dY. .. . (.~'. ..LL- ..c .11 /t~/b_l~.-lj ,yt-~~v // Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Marie H Castro Date of Death: 11/20/2004 File Number: 21-04-1195 Pursuant to Pa. O.C. Rule 6.12, 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: DYes 00 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 05/30/2008 3. If the answer to NO.1 is YES, state the following: a. Did the personal representative file a final account with the Court? DYes D No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? DYes D No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date /J~,J~D/ rt!J!.~41/:;}t~ Capacity: D Personal Representative 00 Counsel Marielle F. Hazen Name of Person Filing this Form 2000 Linglestown Rd. Ste 202 Address OJ; '] L- Harrisburg, PA 17110 City. State, Zip 717-540-4332 Form RW-.10 Rev. 10-13-2006 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc \ ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Marie H Castro Date of Death: 11/20/2004 File Number: 21-04-1195 Pursuant to Pa. O.C. Rule 6.12, 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: 00 Yes D No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be 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? DYes IXJ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? DYes IXJ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. ,'"'"-....i ll1)&Jf~. Capacity: D Personal Representative IXJ Counsel Date 03/27/2008 c....1 Marielle F. Hazen #68003 Name of Person Filing this Form c; 2000 Linglestown Rd. Ste 202 Address Harrisburg, PA 17110 City. State, Zip 717 -5404332 Form RW-10 Rev, 10-13-2006 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc J