HomeMy WebLinkAbout07-22-14 � 1505610105
REV-1500 EX(02-11)(FI)
OFFICIAL USE ONLY
pennsylvania Count Code Year File Number
PA Department of Revenue DEPARTMENTOF REVENUE y
Bureau of Individual Taxes INHERITANCE TAX RETURN �/ /� G� � �
PO BOX 280601 f
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number �� Date of Death MMDDYYYY Date of Birth MMDDYYYY
� � �� �� 02172014 07D81933
DecedenYs Last Name Suffix DecedenYs First Name M�
RICHWINE ROSS S
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
RI�HWINE TERRY
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
Q 1. Original Return Q 2. Suppiemental Return Q 3. Remainder Return(Date of Death
Priorto 12-13-62)
Q 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Return Required
death after 12-12-82)
Q 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death Q 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 7-1-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONfIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
ROBERT G . FREY 7172435838
REGIST F WILLS USE p.NLY ::r�r�, �
....�. --- i```...7
��� ._ r- '{-
,T!-T"! 1"� -'�`
First Line of Address �� � ; �`*�' � :'`�-, '
��r [V
5 S . HANOVER ST. d-� ` �' =
—ra _ ::
Second Line ofAddress �'�"� "'�" �_ - '
��j �, ;- j=r
r �
�.�_.j .. � �
�ATE FILED ""
City or Post O�ce State ZIP Code ---
CARLISLE PA 17013
Correspondent's e-mail address: R F R E Y a F R E Y T I L E Y. C 0 M
Under penalties of perjury,I deGare that I have examined this return,inciuding accompanying schedules and statements,and to the best of my knowledge and belief,
it is true correct and complete Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledqe.
SIGNATURE OF PERSON RESPONSIBI�E F R FILING RETURN DATE
C� r� �f � '� � + ' `
ADDRESS
62 GLADWYN DRIVE CARLISLE PA 17�15
SIG A RE OF P E TI�R T REPRESENTATIVE DATE
��
ADDRESS
5 SOUTH HANOVER STR T CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 15056101�5 1505610105 J
' 150561D2�5
�
REV-1500 EX(FI) DecedenYs Social Security Number
DecedenYs Name: R 0 S S S R I C H W I N E
RECAPITULATION
1. RealEstate(Schedule A). . . . . . . . .. .. . . .. . . . . . .. . . . . .. . . . .. . .. .. . . . . 1.
� .00
�. 0�
2. Stocks and Bonds(Schedule B). .. .. . .. .. . . . .• .• .• • •• •• • •• �• • •• •• •• • 2'
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). . . 3.
� . ��
4. Mortgages and Notes Receivable(Schedule D).. .. . . .. .. . . . . . . . ... .. .. .
4 0. 0�
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).. .. . 5.
� .�0
6. Jointly Owned Property(Schedule F) [�Separate Billing Requested. .. .. . . 6.
16950�.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property � .0�
(Schedule G) �Separate Billing Requested.. .. .. . 7,
8. Total Gross Assets total Lines 1 throu h 7 . .. .. .... . .. .. .
8 169500. 00
9. Funeral Expenses and Administrative Costs(Schedule H). . .. ... . . ... .. . .. 9•
�.�0
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I).. . .. . .. .. . ..10.
0 . �0
11. Total Deductions(total Lines 9 and 10). . .. . . .. ... .. . .. . . . . . .. . . . . . .. 11.
�. 0�
12 169500 . 00
12. Net Value of Estate(Line 8 minus Line 11).. .. .. ... . .. . .. . ..
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which � .��
an election to tax has not been made(Schedule J)... .. ... . . .. .. .. . .. . .. 13.
,. ... ... .. 14. 1695�0.00
14. Net Value Sub'ect to Tax Line 12 minus Line 13 .. ... . . .. . .
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate,or
transfers under Sec.9116 �5 0. 0�
(a)(1.2)X.0 0
16. Amount of Line 14 taxable 16 0 .��
at lineal rate X.0 4 5
17. Amount of Line 14 �� �• 0�
taxable at sibling rate X •�+2
18. Amount of Line 14 taxable �$ 0. �0
at co��ateral rate X .15
19. TAX DU E. ... .. . .. .. . . . .. . .. . . . .. . . . .. .. .. .. ... .. . . . . .. .. . . . . . .. . 19.
0.�0
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
�
15056102�5 1505610205 .�,.,
REV-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER:
ESTATE OF:
Ross S. Richwine
If an asset became jointly owned within one year of the decedenYs date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
q. Terry L. Richwine 62 Gladwyn Drive, Carlisle, PA 17015 Spouse
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JoiNT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VaIUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE.
VALUE OFASSET INTEREST DECEDENTSINTEREST
210 North Baltimore Avenue, Mt. Holly Springs(HUD-1 129,600.00 50.00% 64,800.00
1. A. 12/31/84 settlement statement attached)
212 North Baltimore Avenue, Mt. Holly Springs(HUD-1 86,400.00 50.00% 43,200.00
2. A 12/31/84 settlement statement attached)
514-518 Chestnut St, Mt. Holly Springs(Deed attached) 123,000.00 50.00% 61,500.00
3. A 12/31/84
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL(Also enter on Line 6, Recapitulation) $ 169,500.00
If more space is needed,use additional sheets of paper of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER:
ESTATE OF:
I
RELATIONSHIPTO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
� TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
Terry Richwine
�' 62 Gladwyn Drive, Carlisle, PA 17015 Spouse Jointly owned property
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 0.00
If more space is needed,use additional sheets of paper of the same size.
�� ��
RECORDATI�N REQUESTED BY: `
Salzmann Hughes,PC �
354 Alexander Spring Road,Suite 1
Carlisle,PA 17015 Q 3Z1IVZ
(71'�249-6333
WHEN RECORDED MAIL TO:
Salzmann Hughes,PC
354 Alexander Spring Road,Suite 1
Carlisle,PA 17015
(71'�249-6333
TAX PARCEL NO.23-31-2189-045
SPACE ABOVE THIS LINE IS FOR RECORDER'S USE ONLY
T1YIS DEED
�(1
MADE THE f 7 day of April,in the year two thousand fourteen(2014),
BETWEEN TERRY LOU RICHWINE,widow,of the Commonwealth of
Pennsylvania,hereinafter called Grantor,
AND NICHOLAS W.YIENGST,single adult individual,of the
Commonwealth of Pennsylvania,hereinafter called Grantee,
WITNESSETH, that in consideration of the sum of One Hundred Twenty
Three Thousand and 00/10Q ($123,Q00.00) Dollars, the receipt whereof is hereby
acknowledged, the said Grantor does hereby grant and convey unto the said
Grantee,his heirs and assigns,
ALL THAT CERTAIN tracts of Iand thereon erec#ed situate in Mt. Holly Springs,
Cumberland County,Pennsylvania,bounded and described as follows, to wit:
TRACT NO.3:
BEGINNING at a point, the southeastern intersection of Chestnut Street and
Lauman Alley; thence along Chestnut Street, South 5 degrees East 59 feet to a paint;
thence by Tract No. 2 herein described, North 85 degrees East 180 feet to a point on
Wood Alley; thence along Wood Alley, North 5 degrees West 40 feet to a point on
07/09/2014 3:16:51 PM CUMBERLAND COUNTY Inst.#201408003-Page 1 of 5
L,auman Alley; then�e along Lauman Alley, North 87'/2 degrees West 180 feet to the
place of BEGINNING.
TRACT NO.4:
BEGINNING at a point on the eastern side of Chestnut Street, said point
being the southwestern corner of Tract No. 1 hel ss to a rlbin; t hencei n an asterly
direction along Chestnut Street,40 feet,more or e , po
direction by land formerly of John Shank,now or Tor��ecti n along Wood�Alleye 40
more or less, to Wood Alley; thence in a northe y
feet, more or less, to a point, the southeastern corner of Tract No. l herein described;
thence along said Tract No. 1 herein described, in a westerly direction,184 feet,more
or less,to the place of BEGINNING.
BEING part of the same premises co�e�yT�i 1 84Sa a R�o a a o Janu�,
Lou Gelsinger Richwine,by Deed dated Dec
2,1985, in the Office of the Recorder of Deeds in and foLou Richrw'ine,Gran or h e ein.
B,Volume 3 1,Page 2 6 0,t o R o s s S. R i c h w i n e a n d T e r r y
The sai d Ross S. Richwine having died February 17, 2014, title to the same became
vested by operation of law salely in his surviving spouse,Terry Lou Richwine.
UNDER AND SUBJECT to any existing covenants, easements,
encroachments, conditions, restrictions, notations and agreements affecting the
property,visible or of record.
AND the said Grantor hereby covenants and agrees that she will warrant
specially the property hereby conveyed.
07/09/2014 3:16:51 PM
CUMBERLAND COUNTY Inst.#201408003-Page 2 of 5
',:�� OMB Approvai No.2502-0265
�;;-�•� A. Settlement Statement (HUD-1j
��''"
1.Q FHA 2.Q RHS 3.Q Conv.Unins. 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number:
1437
4.Q VA 5.Q Conv.Ins.
C.Note:This form is fumished to give you a statement of adual settlement costs.Amounts paid to and by the settlement agents are showrt Items marked
"(p.o.c)"were paid outside the Gosing;they are shown hete for infortnational purposes and are not ineluded in the totals.
D.Name 8 Address of Borcower: E.Name&Address of Seiler: F.Name&Address of Lender:
Bryan R Gobin,Amy D.Gobin Terty Lou Richwine
6 Sandy Bottom Road,Carlisle,PA 17015 62 Gladwyn Drive,Cariisle,PA 17015
G.Property Location: H.Settlement Agent: i.Settlement Date:05/15l2014
210 N.Baltimore Avenue,212 N.Baitimore The Law Office of Andrew H.5haw,PC Dishursement Date:0�15J2014
Avenue 200 S.Spring Garden Sireet,Suite 11,Carlisle,PA 17073
Mount Hoily Springs Borough
Teleptrone:717-243-7135
Place of Settlement: TitleExpress
2IX1 S.Spnng Garden Street,Suite 11,Cadisie,PA 17013 Printed 05J15/2�14 at 1:10 pm
by AHS
:. . .
100. Groas Amount Due from BoROwer 400. Groas AmouM Due bo Seiler
101. ConVact sales price 2t6,000.00 401. ConVact sales price 216,000.00
102. Personal ro 402. Personal
103. Settlement charges to bomower pine 1400) 4,869.50 403.
104. �.
105. '�''`�
Ad ustmenta for itema aid selier in advanca Ad'ustmenW for items aid b seller in advance
106. Cityltown taxes to 406. Cityltown ta�ces ro
107. Counry taxes 05l151201d to 1213112014 433.46 407. Counry ta�ces 0511512014 to 11/3112014 433.46
108. School Taxes 05l1512Dt4 to�6130I2014 239.09 408. School Taues 05Jt5l2014 M O6I3012014 239•09
109. `�9.
1 iQ. 212 County Taxes 05115I2014 to 12131/2014 286.38 410. 212 County Taxes 0511512014 to 1213112014 286.38
711. 212 School Taxes 05115I2014 to D6130I2014 157.96 411, 212 School Taxes 05/1512Q14 to 06130/2014 157.96
112 412.
120• Gross Amou�Dua from 8orrov�er 221,98fi.39 420. Gross Amount Due to Seller 117,116.89
200. Amounts Paid b or in BehaN of Borcower 500. Reductions lo Amount Due to Selier
201. Deposit a eamest money 2,�00.00 501. Excess deposit(see instnictions)
202. Prindpal anount of new ban(s} 502. Settlement d�arges to selier(line 1400) 15,523.60
203. Existin loa s taken sub' to 503. Existin Ioa s taken sub'ect to
� 504. Payoff of first mortgage loan#satisfied
� 505. Payoff of secrond mortgage loan
206. Rent-Apartment#1 05I1512014 to 0513112014 263.23 506. R�t-Apartment#1 05/15/2014 to 05131/2(l14 263.23
207. Rent-Apartment#3 0.5I1512014 to 05I3112014 245.16 507. Rent-Apartment#3 05115l2014 to�5131I2014 245.16
208. �.
209. 509.
Ad uatme�b for items un aid b selier Ad uatments tor items un id b selter
2t0. Cftyftown taxes to 510. Ciryltown taxes to
21 t. County taxes to 511. County taxes �
212. School Taxes to 512. School Taxes to
213. 513.
214, 514.
275. Apt,#1 Security�eposit Transter-5485.00 POC 515. A�.#1 Security Oeposit Transfer•b485.00 POC
216. Apt#Z Security Deposit Transfer-$435.00 POC 516. Apt.#2 Security Deposit Transfer-5435.00 POC
217. Apt.#3 Securiry Deposit Transfer-5430.00 POC 517. Apt.#3 Security�eposit Transfer-$430.00 POC
218. 518.
219. 519.
2ZU• Total Paid 6 Ifor Borroxrer 2,508.39 520. Total Reduction Amount Due Seller �s���•�
3110. Cash at Seitlement fromlto Bortower 600. Cash at Setdement tolftom Seiler
30�, Gross amount due from bortower(line 120) 221,986.39 gp�, Gross amount due to selier(line 420) 21�.��6•89
3py, less�nounts paid byffor barower(line 220) 2,508.39 602. ��g reductions in arrwunt due selier(line 520} 16,031.99
303. Cash ❑X From ❑ To Bortower 219,478.00 603. Cash XQ To ❑ From Seller 201,084.90
pyylpm�.yMyy q yypyyi�qyrynlly va1W OMB eaMmi nmMx.NO GeM9emNMIY la pwKaG;WS dOtlown b muiCMaty.Thk b GmlproOb pw1G�IM portiH ta a RE6PA mveM u�nYpbn wilhMklmYiM�Cu�MN IM
iptlMnuM p�ofeai
Previous editions are obsolete Page 1 of 4 HUD-1
7aa Total Reai Estate Broker Feea S 12,960.00 Paid From Paid From
Divisionofcommission Iine700 asfdlows: Borrower's Selier'S
7��• 56,480•0� ro Haoke,Hooke and Eckman Funds at Funds at
702� ��4�•� to Hooke,Hooke and Eckman Settlernent Settlement
703. Commission paid at settlement �Z��
704. Broket Fee ro Hooke,Hooke and Eckman
245.00
8�0. Nems Pa ble in Connectlon wkh Loan
801. Our origina0on charge Qncludes Origination Point 0.000%or S0.0p) g (from GFE#1)
802. Your aedit a charge(poinbf for the specific iMerest rate chosen $ (ftan GFE#2)
803. Your adjusted aiginaGon charges (from GfE A)
804. Appraisal fee ta
805. Credit report �o
806. Tax service to
807. Flood certification to
�8• to
900. keme R uired b Lender to be Paid fn Advance
�1. D�ly int�est charges from from 5I2014 to 06/0112014 Q$O.00lday (from GFE#10)
902 Ma�qage insuranca premium for m��s ta (from GFE A3)
903. Homeowner's insurance fa �� (fran GFE#11)
�• months to from GFE#11
� rv ed ' Lender
1001.IniGal deposit for your ascrow account i�G��y�
1062.Haneowner's insurance months $ 0.00lmonth S
1003.Mortgage insurance months $ O.00lmonth S
10Q4.Property taxes months S O.OQir�th $
��5' months $ O.00/month E
1006.School Ta�ces months $ 0.00/month S
1007.Aggregate Adjustment a
1100.Title Cha es
1101.Title services and i�ders tlqe insurance to The Law Ofice of Mdrew h frwn GFE#4 275.00 36p,pp
1102.SetqemeM or dosing fee ta $
1103.Owner's tltle insurance-West Ca Land and Title Insurar�ce Company from GFE#5 1,480.00
1104.L�der's tltle insurance-West Cor Land and Title Insurance Company $
1105.Lender's GUe policy limit$0.00 Lenders Policy
1106.Owners tiUe policy limit 5216,000.00 Ownefs Policy
11W.AgenYs pation of the tot�GGe insurance premium g�,ZSg;pp
to The Law Office of Andrew H.Shaw PC
1108.Underwriters portion af the total titie insurance premium gp�,pp
to West Cor Land and TiUe Insur�ce Com an
1109.
1200.Govemment Recordin and Tronafer Cha es
12Qt.Govemment recording charges $ (ftom GFE#� �g4,50
1202.D�gg�pp Wbrt e$ Release$
1203.Transfer taxes $ (from GFE#8j 2,160.00
1204.CitylCounty taxlstamps p�,y gy,�gp.pp Mort e E
1205.State 7ax/stamps p¢�$y�gp,pp Mort e 5
t206. 2,760.OQ
Deed S Mort e$
1207.Instailment Sales Agreement $gp�
1300.Additional Settlement Char es
1301.Required services that you can shop fa (from GFE#6)
1302.Final Water and Sewer to Mount Holl Borou h
1303. �0 43.60
1304.Home Inspection to Hane S Ins 'ons
1305.Chimney Inspection �5��
to Chimne Swee S stems,Inc. $397,50 P.O.C.B'
1306.Radon Test to B�s Air Quali S stems
1307.Termite Inspectlon 5100.00 P.O.C.8
to GiiberYs Pest Control 5100.00 P.O.C.B'
�i . • • • . �__ ' . • � . � � • .
'Paid outside of closing by(B)orrower,(S)eller,(L�nder,(I)nvestor,Bro(K�c••Credit b lender shown on 4,869.50 15,523.60
Y page t."'Credit by seller shown on page 1.
��� Previous editions are obsolete Page 2 of 4
HUD-1
�