HomeMy WebLinkAbout07-30-15 J pennsylvania 1505618403
DEPARTMENT OF REVEN
=X(03-14)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburq, PA 17128-0601 RESIDENT DECEDENT 21 13 0070
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
01 02 2013 06 13 1946
Decedent's Last Name Suffix Decedent's First Name MI
RILL MARTHA S
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
RILL MORRIS E
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
RX 1. Original Return EJ 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
4, Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
n7. Decedent Died Testate �' 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
.10. Litigation Proceeds Received 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
13. Business Assets 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT.THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
IVO V OTTO III 717 243 3341
First Line of Address
10 EAST HIGH STREET
Second Line of Address
City or Post Office State ZIP Code
CARLISLE PA 17013
Correspondent's email address: lotto(cD_martsonlaw.com c _ ^ M
rn
M C_ c T�
REGISTER t7 t WIULS�USE OIKY
REGISTER OF WILLS USE ONLY _" W
C ) !T1
DATE FILED MMDDYYYY Cn
DATE-FILED STAMP r"
C!)
C.O
Side 1
I IIIIII VIII I III VIII VIII II II VIII II II VIII II II I II IIII
1505618403 1505618403b�
lJ"-
J 1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Rill, Martha S.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 2 ,0 8 8,6 21 . 6 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.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 8,500 - 00
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............ 7. 8121526 - 15
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 2-1909 -1647 - 75
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9.
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10.
11. Total Deductions(total Lines 9 and 10)................................................................ 11.
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 2,909 -1647 - 75
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 2-v909-,647 - 75
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 2 ,909,647 . 75 15. 0 . 00
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 00 16. 0 . 00
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 011
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 00
19. TAX DUE................................................................................................................ 19. 0 - 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNA F PERSON RES 0NSIB,6GfQ.7FVNG RETURN Morris E. Rilln �TE I
ADDRE S
4025 Srooked Hill Road, Harrisburg, PA 17110
SIGNATUR ,�R R OTHrHAN REPRESENTATIVE IVO V. Otto III ATE
ADDRESS
10 East High Street, Carlisle, PA 17013
I 111111111111111111111111111111111111111111111111111111111111 Side 2
1505618411 1505618411
REV-1500 EX Page 3 File Number 21-13-0070
Decedent's Complete Address:
DECEDENT'S NAME
Rill, Martha S.
STREET ADDRESS
100 Chamberlin Road
CITY STATE ZIP
Shippensburg PA 17257
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.00
Make Check Payable to REGISTER OF WILLS, AGENT
p-� ,:s. .✓� � �. .,,..a a „tr' ...' .uCx �.:: .�...srma..m«_...,...,.. ,..� x.�s. ,.`�� `s'.. rc. � •44?t "., �.w_ � „z�-,..,.�.. ��,....•,. .. ,,,,�. �'^.
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;............................................................................... ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................................................................... ❑ ❑
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?........ ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Ci.. ... '"r FF�,..•� n�.,r .a. ...; ., �""mauwxs�w.e'.�•.•'..�u"S ,,..3,� ..wY' .�� ,,•..' •�• � �N„u� ,^�3.
For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(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 21ears of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined, .
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+(12-12)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rill, Martha S. 21-13-0070
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that Is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet If the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate-Located at 5505 Carlisle Pike, Hampden Township, Cumberland County, 1,100,000.00
Pennsylvania,known as Tax Parcel No. 10-20-1842-075C, being described in Deed dated May
9,2012, recorded in Cumberland County Deedbook 201213918,being conveyed to Martha S.
Rill,decedent herein. See attached Tax Assessment Sheet and Deed. (Assessed value
$1,100,000 times common level ratio 1.00)
2 Real Estate-Located at 2721 South Queen Street,York County,Pennsylvania, known as Tax 988,621.60
Parcel No.54-000-HJ-0258.A0, being described in Deed dated May 9,2012,and recorded in
York County, Pennsylvania, Deedbook 2173, Page7871,and being conveyed to Martha S.
Rill,decedent herein. See attached Tax Assessment Sheet and Deed.(Assessed value
$852,260 times common level ratio 1.16)
TOTAL(Also enter on Line 1, Recapitulation) 2,088,621.60
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev. 12-12)
Rev-1508 EX+(08-12)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rill, Martha S. 21-13-0070
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 2004 BMW 330-Good condition-Kelley Bluebook value 8,500.00
TOTAL(Also enter on Line 5, Recapitulation) 8,500.00
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12)
Rev1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rill, Martha S. 21-13-0070
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTYINCLDATE OF DEATH OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE ODE F TRANSFEOF RS ATTACH A COFEREE THEIRPYOFTHE DEED OR SHIP TO REAL ESTEDENTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Ameritrade IRA-Beneficiary: Morris E. Rill (spouse); 315,808.00 315.808.00
100%. See attached.
2 Public School Employees' Retirement System - 496,718.15 496,718.15
Beneficiary: Morris E. Rill (spouse); 100%. See
attached.
TOTAL(Also enter on Line 7, Recapitulation) 812,526.15
(If more space is needed,additional pages of the same size)'
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09)
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Martha S. Rill 01/02/2013 199-40-0678
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Morris E. Rill Spouse 100%of residue 2,707,478.15
4025 Crooked Hill Road
Harrisburg, PA 17110
Total 2.707.478.15
1
F:\FILES\DATAFILE\W I LLS\9%2.w.wil l .
LAST WILL AND TESTAMENT
I, MARTHA S. RILL, of Hopewell Township, Cumberland County, Pennsylvania, being
of sound and disposing mind and memory, do hereby make,publish and declare this to be my Last
Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
ITEM ONE
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes shall be paid to the extent possible from the assets held or passing under ITEM
FIVE hereof as soon as practicable after my decease and as part of the administration of my estate.
ITEM TWO
In the event my spouse shall predecease or fail to survive me by thirty(30)days,then I give
such items of personalty as are itemized in a certain list attached hereto to the persons named
thereon, which list is signed and dated by me at the end thereof.
ITEM THREE
If my spouse,MORRIS E.RILL,is living thirty(30)days after my death,then I give,devise
and bequeath all of my estate,both real and personal property,unto my said spouse, absolutely. If
my said spouse does not so survive me, then I give, devise and bequeath all the rest, residue and
remainder of my estate, both real and personal property, unto my Trustee to be held or distributed
by such Trustee under ITEM FIVE hereof.
ITEM FOUR
In the event my said spouse shall disclaim all or any portion of any devise or bequest made
to my spouse under the foregoing ITEM THREE;then the amount otherwise payable shall be held
by my Trustee under ITEM FIVE hereof. For purposes of the Trust established under ITEM FIVE
hereof, my said spouse shall not be deemed to have predeceased me by virtue of my said spouse's
exercise of the right to disclaim set forth herein.
S.R.
Page 1 of 7 Pages
ITEM FIVE
RESIDUARY AND DISCLAIMER TRUST
My Trustee shall hold the assets received under ITEMS THREE and FOUR hereof, if any,
for the following purposes:
A. My Trustee shall pay the net income, at least quarter-annually, to my spouse,
MORRIS E.RILL,for life. In addition,my Trustee in my Trustee's sole discretion,may invade the
principal of the Trust for the proper and adequate support of my said spouse.
B. My Trustee shall further pay to my said spouse,annually,such sum from the principal
of the Trust as my said spouse may request in writing, provided, however, that said sum may not
exceed the greater of Five Thousand Dollars($5,000.00)or five percent(5%)of the aggregate value,
at the time of said request, of the principal of the Trust hereunder.
C. Upon the death of my said spouse my Trustee shall distribute the principal of the
Trust to my children, in equal shares, absolutely.
D. In the event that any of my said children shall fail to survive my spouse and me,but
shall leave issue surviving, then such deceased child's share shall be held by the surviving spouse
of such deceased child and the net income therefrom shall be used for the support,maintenance and
education of the issue of such deceased child. The trustee shall use as much of the principal as it
shall deem desirable for said purposes. The trustee shall distribute absolutely the principal of such
share of such deceased child to the issue of such deceased child per stirpes as each shall attain the
age of twenty-five (25) years. In the event that any of my children shall fail to survive my spouse
and me and not leave issue surviving, then such deceased child's share shall be added to the shares
of my other children as if originally a part thereof.
ITEM SIX
POWERS OF,EXECUTOR AND TRUSTEE
In addition to the powers conferred by case law,by statute, and by other provisions hereof,
my Executor and Trustee and their successors, shall have the following discretionary powers
applicable to all property held by them which powers shall be effective without order of any court
and shall exist until final distribution.
M.S.R.
Page 2 of 7 Pages
A. To retain any property of any nature received by them for whatever period they shall
deem advisable;
B. To invest and reinvest all or any part of said property in such stocks,bonds,common
trust funds, securities,accounts,certificates of deposit(including,but not limited to,stocks,bonds,
common trust funds,securities,accounts or certificates of deposit of the Trustee)or other property,
real or personal,as in their discretion they shall deem proper,without regard to statutes limiting the
property which a fiduciary may purchase;
C. To sell,transfer,exchange or otherwise dispose of,any part of said property,for cash
or on terms,publicly or privately,or to lease,even for a term exceeding five(5)years or the duration
of any trust herein, without liability on the purchasers or lessees to see to the application of the
proceeds, and to give options for these purchases without the obligation to repudiate them in favor
of a higher offer;
D. To execute and deliver any deeds, leases, assignments or other instruments as may
be necessary to carry out the provisions of any trust hereunder;
E. To borrow money, including the right to borrow money from any bank and to
mortgage or pledge any asset of the estate as security;
F. To assume continuance of the status of any beneficiary with regard to death,marriage,
divorce, illness, incapacity and the like in the absence of information deemed reliable without
liability for disbursements made on such assumption;
G. To pay from the trust,or the income therefrom,all debts or claims against my estate,
or any taxes or similar charges on my estate;
H. To make any distribution hereunder either in kind or in money, or partially in kind
and partially in money. Distribution in kind shall be made at the market value of the property
distributed,and my Trustee,in my Trustee's absolute discretion,may cause the share distributed to
any distributee to be composed of property similar to or different from that distributed to any other
distributee;
I. To exercise any subscription right in connection with any security held hereunder,
to consent to or participate in any recapitalization, reorganization, consolidation or merger of any
Page 3 of 7 Pages
corporation, company or association, the securities of which may be held hereunder, to delegate
authority with respect thereto, to deposit investments under agreements, to pay assessments, and
generally to exercise all rights of investors;
J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries
of any trust hereunder;
K. To continue in any partnership, joint venture, joint ownership or other business
enterprise of which I am a part at the time of my death;
L. To compromise claims;
M. To continue for whatever period of time as they shall deem necessary any ownership
as a tenant in common or as a partner,in real estate or other property and to act as I could have done
had I been living;
N. To lend money to my estate or to any trust created hereunder or to purchase from the
estate or from any trust created hereunder, at the market value thereof at the time of purchase, any
securities or other property tendered to them by my estate or any trust created hereunder at any time
and from time to time within a period of nine (9)months after my death;
O. In the event that any amounts are payable hereunder or under any trust created
hereunder to a minor, or to a person otherwise under legal disability,or to a person not adjudicated
to be an incapacitated person,but who,by reason of illness or mental or physical disability is,in the
opinion of the fiduciary(ies)hereunder,unable to properly administer such amounts, such amounts
may be paid by the fiduciary(ies)hereunder in his,her or their sole discretion in any of the following
ways as he, she or they may deem best:
1. Directly to such beneficiary;
2. To a legally appointed guardian of such beneficiary for the benefit of such
beneficiary;
3. To a person having custody of such beneficiary for the benefit of such
beneficiary;
4. By the fiduciary(ies)hereunder using such amounts directly to the benefit of
such beneficiary.
Page 4 of 7 Pages
Evidence of the application of payment of an amount in such a manner shall be a full and complete
discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This
paragraph shall be applicable to payments of income as well as principal.
P. To employ agents, attorneys and proxies and to delegate to them such power as my
personal representatives and Trustees consider desirable and to pay reasonable compensation for
such services as may be rendered by such agents, attorneys and proxies;
Q. To conduct an inventory of any safe deposit box necessary to the administration of
my estate.
R. To do all other acts in their judgment necessary or desirable for the proper
management, investment and distribution of my Estate.
ITEM SEVEN
PROTECTIVE PROVISIONS
All income or principal held for the use and benefit of the beneficiaries of any trust hereunder
shall not be in any way or manner subject to anticipation, assignment,pledge, sale or transfer, nor
shall any such interest, while in the possession of my Trustee,be liable for or subject to the debts,
contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or
sequestrations under process of law.
ITEM EIGHT
APPOINTMENT OF EXECUTOR AND TRUSTEE
I nominate,constitute and appoint my spouse,MORRIS E.RILL,as Executor of my estate.
In the event that my said spouse shall predecease me or fail to act as Executor,then I appoint IVO
V. OTTO III as Executor of my estate.
I nominate, constitute and appoint my spouse, MORRIS E. RILL, as Trustee of any trusts
created under ITEM FIVE, A-C, hereunder. In the event that my said spouse shall fail or be
unwilling to continue to act as Trustee, then I appoint IVO V. OTTO III as Trustee of any trusts
created under ITEM FIVE, A-C,hereunder.
M.S.R.
Page 5 of 7 Pages
ITEM NINE
WAIVER OF BOND
I direct that neither my Executor nor my Trustee or their successors shall be required to file
any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be
required to obtain any order or approval of any court for the exercise of any power or discretion set
forth in this Will.
IN WITNESS WHEREOF I have hereunto set my hand and seal this qk day of
(SEAL)
Mar&_ S. Rill
SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as and
for her Last Will and Testament,in the presence of us,who at her request,have hereunto subscribed
our%e a witnesses thereto, in the presence of the said Testatrix and of each other.
Page 6 of 7 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
We,Martha S.Rill, /Vi U. 7-7-D 1-J/ ,and --7-/�-iyq f�prr�S d h
the Testatrix and the witnesses,respectively,whose names are signed to the foregoing instrument,
being first duly sworn,do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her last Will and that the Testatrix has signed willingly, and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that
to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
Q 'd ZC�zg
Te tatrix
Witness
Witness
Subscribed, sworn to and acknowledged before me by Martha S. Rill, the Testatrix, and
subscribed ,end sworn to before me by w() V. OT-To ZTL and
�nG /�Di'/Y,Sl3Y1 , the witnesses, this /3j�lay of72001.
r '
Notary Public
NOTARIAL SEAL
CORRIN£L.MYERS,Notary Public
Carlisle Boro,CumberlandCounty
My Commission Ez ires May 27,2003
Page 7 of 7 Pages
Property
Cumberland County, PA
74
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Silte..-".ddress: 55135 CARLISLE Pl�,.E
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Deedbook: 20121-'918
'ILL, MARTHA G
Land Use Code: 322
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Copyright 2011 Esri. All rights reserved. Thu ]an 3 2013 03:44:58 PM.
10-20-1842-075C
Site Address: 5505 CARLISLE PIKE
Deedbook: 201213918
Owner: RILL, MARTHA S
Land Use Code: 322
Property Type: CR
.Acreage: 1.56
Square Feet:
Taxable Status: T
Clean & Green Status:
Land Assessed Value $: 333600
Building Assessed Value $: 766400
Total Assessed Value $: 1100000
Sale Price $: 1
. Sale Date: Wed May 9 2012 08:00.:00 PM
Year Built:
Municipality: HAMPDEN TOWNSHIP
Height in Stories:
Type of Dwelling: -- cy-�
Primary Exterior: e-D
13WW F IFILE5\0ienW.9962 Ri11\9962.21\996231 Deed
Main
003N KY
Parcel No. 10-20-1842-075C
DEED
MADE THE ?� day of /�GL , 2012.
y
BETWEEN MORRIS E. RILL and MARTHA S. RILL, husband and wife, of Hopewell
Township, Cumberland County, Pennsylvania,hereinafter referred to as:
Grantors,
AND MARTHA S.RILL,married,of Hopewell Township, Cumberland County,Pennsylvania,
hereinafter referred to as:
Grantee,
In consideration of ONE DOLLAR AND 00/100 ($1.00), the receipt whereof is hereby
acknowledged,the Grantors do hereby grant and convey to the Grantee,her heirs and assigns:
ALL THOSE certain tracts or parcels of land situate in Hampden Township,
Cumberland County, being known as Lots 4A and 4B on that certain Final
Subdivision Plan for Pike Development, prepared by Michael C. D'Angelo,
Registered Surveyor,dated August 14, 1978,(the"Subdivision Plan")recorded with
the Cumberland County Recorder of Deeds Office in Plan Book 34,Page 132, said
Lots 4A and 4B being more particularly bounded and described as follows:
Lot 4A:
BEGINNING at a point on the northern right-of-way line of Carlisle Pike(U.S.Route
I 1 -L.R. #34)at the intersection of Lot 3 and Lot 4A as shown on the Subdivision
Plan;thence North 27 degrees 57 minutes 00 seconds East a distance of 253.80 feet
to a point at the intersection of Lot 4B on the Subdivision Plan;thence along said Lot
4B,South 62 degrees 03 minutes 00 seconds East a distance of 194.94 feet to a point
along the right-of-way line of Crossgates Drive;thence along same,South 28 degrees
02 minutes 00 seconds West a distance of 224.39 feet to a point;thence along a curve
to the right having a radius of 30.00 feet a chord bearing of South 79 degrees 17
minutes 06 seconds West and a chord length of 47.12 feet;thence North 61 degrees
58 minutes 00 seconds West a distance of 7.80 feet; thence South 23 degrees 08
minutes 00 seconds West a distance of 44.77 feet to a point on the Carlisle Pike;
thence along same, North 61 degrees 58 minutes 00 seconds West a distance of
106.19 feet to a point; thence North 68 degrees 03 minutes 00 seconds West a
distance of 54.33 feet; thence North 27 degrees 57 minutes 00 seconds East 45.00
feet to the point and place of BEGINNING.
BEING shown as Lot 4A and CONTAINING 1.29 acres,more or less,according to
the Subdivision Plan.
Lot 4B:
BEGINNING at a point at the northwest corner of Lot 4B as shown on the
Subdivision Plan at the intersection with Lot 2;thence South 70 degrees 47 minutes
30 seconds East a distance of 197.34 feet to a point on Crossgate Drive;thence South
28 degrees 02 minutes 00 seconds West a distance of 76.19 feet; thence North 62
degrees 03 minutes 00 seconds West a distance of 194.94 feet to a point at the
intersection of Lot 3 on the Subdivision Plan;thence North 27 degrees 57 minutes
00 seconds East a distance of 46.20 feet to the point and place of BEGINNING.
CONTAINING 0.273 acres,more or less, according to the Subdivision Plan.
UNDER AND SUBJECT,nevertheless,to all easements,restrictions,encumbrances
and other matters of record or that a physical inspection or survey of the premises
would reveal.
TOGETHER with the right to use Crossgate Drive as shown on the Plan.
BEING the same premises which Cumberland County Industrial Development
Authority,by its Deed dated November 3, 1999,and recorded November 12, 1999,
in Cumberland County, Pennsylvania Deed Book 211, Page 489, granted and
conveyed unto Morris E. Rill and Martha S. Rill,husband and wife,Grantors.
This property is being conveyed under and subject to two existing Mortgages with
Centric Bank dated January 12, 2011, recorded January 13, 2011, in Cumberland
County,Pennsylvania,at Instrument Number 201101862 and at Instrument Number
201101863, each in the amount of$500 ,000.00; Assignment of Rents recorded at
Instrument Number 201101864.
AND the said Grantors hereby covenant and agree that they will warrant specially the
property hereby conveyed.
THIS CONVEYANCE IS FROM HUSBAND AND WIFE TO WIFE AND IS THEREFORE
EXEMPT FROM REALTY TRANSFER TAX.
IN WITNESS WHEREOF,said Grantors have hereunto set their hands and seals the day and
year first above written.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
/J� r 0���.�.- 9 !2 � SEAL
Morris E. Rill
(SEAL)
'
Martha S. Rill
COMMONWEALTH OF PENNSYLVANIA }
): ss.
COUNTY OF CUMBERLAND )
On this, the Y day of , 2012, before me, the undersigned officer,
personally appeared MORRIS E.RILL and MARTHA S.RILL,known tome or satisfactorily proven
to be the persons whose names are subscribed to the within instrument,and acknowledged that they
executed the same for the purposes therein contained.
IN WITNESS WHEREOF,I hereunto set my h and o i ial seal.
(SEAL)
Notary Public
COMMpNWFALTH OF PElQ4 &VM4A
NOTARML SEAL
Victoria L Otto,Notary Public
Carlisle Boro,Cumberland County
my wmmission expires Decemba 10,1014
I hereby certify that the precise residence and complete post office address of the within
Grantee is: 100 Chamberlin Road, Shippensburg;,PA 17.257.
A rney for Grantee
MARTSON DEARDORFF WILLIAMS OTTO GILROY & FALLER
MARTSON
LAW OFFICES
10 EAST HIGH STREET
CARLISLE,PENNSYLVANIA 17013
TELEPHONE 717-243-3341
FACSIMILE 717-243-1850
INTERNET www.martsonlaw.com
ROBERT P. ZIEGLER
RECORDER OF DEEDS
CUMBERLAND COUNTY
1 COURTHOUSE SQUARE
CARLISLE, PA 17013 '
717-240-6370
Instrument Number-201213918
Recorded On 5/10/2012 At 10:37;14 AM *Tota!Pages-5
*Instrument Type-DEED
Invoice Number-108036 User ID-KW
*Grantor-RILL,MORRIS E
*Grantee-RILL,MARTHA S
*Customer-MARTSON
*FEES •—
STATE WRIT TAX $0.50 Certification Page
STATE JCS/ACCESS TO $23.50
JUSTICE DO NOT DETACH
RECORDING FEES — $11.50
RECORDER OF DEEDS Thisa e is now art
PARCEL CERTIFICATION $10.00 p g if
FEES of this legal document.
AFFORDABLE HOUSING $11.50
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
CUMBERLAND VALLEY SCHOOL $0.00
DISTRICT
HAMPDEN TOWNSHIP $0.00
TOTAL PAID $62.00
I Certify this to be recorded
in Cumberland County PA
RECORDER O
*-Information denoted by an asterisk may change during
the verification process and may not be reflected on this page.
003N"
IIl lllilllll II IA ILII Illi 111
<Title>
0270
0270
Parcel Key:54000HJ0258A000000
Parcel ID:
Location:2721 S QUEEN ST
Owner:RILL MARTHA S
Land Value:$308060
Building Value:$544200
Total Value:$852260 02 5 7A
Deed Book/Page:2173-
Grantor:RILL MORRIS E&MARTHA S
Clean&Green:N
0()fi Acreage: 1.720 0258
Land Class:348
Sale Price:$1
Sale Date:Thu May 10 2012
Homestead Code:
Homestead Approv.:
Homestead%:
0253
Farmstead Code:
Farmstead%:
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100 Yr Floodplain Parcels
,office,
Easements) Soils) 01/03/2013
N-13p: Ric not front actual swl-cy Scale 1:12001
FAF1LES\C1i"tst9962 Ritt19962.20%9962.20.D=d
fl YOR1t COUNTY
ASSES$MIENT OFFICE
d 1037931
Parcel No. 54-000-HJ-0258.A0
Address: 2721 S. Queen Street
DEED
MADE THE Pf� day of � - ,2012.
BETWEEN MORRIS E. RILL -5—nd MARTHA S. RILL, usband and wife, of Hopewell
Township,Cumberland County, Pennsylvania,hereinafter referred to as:
Grantors,
AND MARTHA S.RILL,married,of Hopewell Township, Cumberland County,Pennsylvania,
hereinafter referred to as:
Grantee,
In consideration of ONE DOLLAR AND 00/100 ($1,00), the receipt whereof is hereby 1!�
acknowledged,the Grantors do hereby grant and convey to the Grantee,her heirs and assigns: 77
ALL THAT CERTAIN tract of land situate in York Township, York County,
Commonwealth of Pennsylvania as shown on a Final Subdivision Plan Lot #1 for 2719
South Queen Street prepared by First Capital Engineering dated June 1, 2000, recorded
December 28,2000, in Plan Book RR,Page 100 more particularly bounded and described
as follows,to wit:
BEGINNING at a point on the centerline of L.R.216-S.R.0074,aWa South Queen Street
at the dividing line between lands described herein(Lot 1,Plan Book RR, Page 100)and
lands now or formerly of John S.and Margaret R.Rockelman(Deed Book 58-Z,Page 298);
thence through the bed of South Queen Street and along the line of lands now or formerly
of Rockelman,North forty-nine degrees twenty-seven minutes thirty-seven seconds East(N
49 degrees 27 minutes 37 seconds E),a distance of thirty-three and twenty-nine hundredths
(33.29) feet to an iron pin to be set on the westerly right-of-way of South Queen Street;
thence continuing along said lands now or formerly of Rockelman,North forty-nine degrees
twenty-seven minutes thirty-seven seconds East(N 49 degrees 27 minutes 37 seconds E),
a distance of two hundred nine and thirty-five hundredths(209.35)feet to an iron pin to be
set at line of other lands now or formerly of 2719 S.Queen Street,Ltd.shown as Lot 2 on
said Plan;thence along the dividing line between Lot 1 and Lot 2 South thirty-eight degrees
twenty-one minutes fifteen seconds East(S 38 degrees 21 minutes 15 seconds E),a distance
of three hundred seventy and twenty-one hundredths(370.21)feet to an iron pin to be set
at line of lands now or formerly of David D.McDaniel(Deed Book 87-D,Page 908);thence
along said lands now or formerly of McDaniel,South sixty degrees twenty-three minutes
fifty-seven seconds West (S 60 degrees 23 minutes 57 seconds W), a distance of two
hundred four and seventy-one hundredths(204.71)feet to an existing concrete monument
near the westerly right-of-way line of South Queen Street;thence continuing along same and
through the bed of South Queen Street,South sixty degrees twenty-three minutes fifty-seven
seconds West(S 60 degrees 23 minutes 57 seconds W),a distance of thirty-three and zero
hundredths(33.00)feet to a point in the bed of L.R.216;thence through said roadway bed
by a curve to the right having a radius of six hundred seventy-one and twenty hundredths
(671.20)feet,an arc distance of seventy-eight and fifty-five hundredths(78.55)feet[chord
bearingNorth forty-nine degrees twenty-eight minutes nineteen seconds West(N 49 degrees
28 minutes 19 degrees W)chord distance seventy-eight and fifty-one hundredths(78.51)
feet)to a point;thence continuing along same by a curve to the right having a radius of six
hundred seventy-one and twenty hundredths(671.20)feet,an are distance of one hundred
forty and eleven hundredths(140.11)feet[chord bearing North forty degrees eight minutes
nineteen seconds West(N 40 degrees 08 minutes 19 seconds W)chord distance one hundred
thirty-nineand eighty-sixhundredths(139.86)feet)to a point;thence continuing along same
by a curve to the right having a radius of six hundred seventy-one and twenty hundredths
(671.20) feet, an are distance of twenty-two and eighteen hundredths(22.18)feet [chord
bearing North thirty-three degrees twelve minutes forty-three seconds West(N 33 degrees
12 minutes 43 seconds W)chord distance twenty-two and eighteen hundredths(22.18)feet]
to a point on the centerline of South Queen Street; thence continuing along same North
thirty-three degrees nine minutes forty-one seconds West (N 33 degrees 09 minutes 41
seconds W),a distance of eighty-six and fifty-five hundredths(86.55)feet to a paint,the
place of BEGINNING.
BEING Lot No.1 on Final Subdivision Plan Lot#1 for 2721 South Queen Street recorded
in Plan Book RR,Page 100.
BEING the same premises which 2719 S.Queen,LTD.,a Pennsylvania limited partnership,
by its Deed dated April 25,2001,and recorded April 30,200 1,in the Office of the Recorder
of Deeds in and for York County, Pennsylvania, in Deed Book 1434, Page 4908, at
Instrument Number 2001022576,granted and conveyed unto Morris E.Rill and Martha S.
Rall husband and wife,Grantors herein.
This property is being conveyed under and subject to an existing Mortgage with Centric
Bank dated October 28,2010,recorded November 16,2010,in York County,Pennsylvania
Record Book 2101, Page 4760, at Instrument Number 2010055822, in the amount of
$950,000.00;Assignment of Rents recorded in Record Book 2101,Page 4772,at Instrument
Number 2010055823.
AND the said Grantors hereby covenant and agree that they will warrant specially the
property hereby conveyed.
THIS CONVEYANCE IS FROM HUSBAND AND WIFE TO WIFE AND IS THEREFORE
EXEMPT FROM REALTY TRANSFER TAX.
IN WITNESS WHEREOF,said Grantors have hereunto set their hands and seals the day and
year first above written.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
deW_(SEAL)
Morris E. Rill
Jk Y (SEAL)
Martha S. Rill
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
On this, the (7� day of %N A 2012, before me, the undersigned officer,
personally appeared MORRIS E.RILL and MARTHA S.RILL,known to me or satisfactorily proven
to be the persons whose names are subscribed to the within instrument,and acknowledged that they
executed the same for the purposes therein contained.
IN WITNESS WHEREOF,I hereunto set my haiqd-&—d—o-ftte�al seal.
(-7- 4—
/C- 17e1L4,cL ,� — (SEAL}
Notary Public
COMMOMALTROF PENNMVAM
NOTARIAL SEAL
victoria L Otto,Notary Public
Carlisle Boro,Cumberland County
My commiWas expims Deazalm N,20141
I hereby certify that the precise residence and complete post office address of the within
Grantee is: 100 Chamberlin Road, Shippensburg,PA 17257.
Attorney for Grantee
MARTSON DEARDORFF WILLIAMS OTTO GILROY & FALLER
MARTSON
LAW OFFICES
10 EAST HIGH STREET
CARLISLE,PENNSYLVANIA 17013
TELEPHONE 717-243-3341
FACSIMILE 717-243-1850
INTERNET www.martsonlaw.com
YORK COUNTY RECORDER OF DEEDS
28 EAST MARKET STREET
YORK,PA 17401
Randi L. Reisinger-Recorder f
-Deputy G. Daugherty
Instrument Number-2012023145 Book-2173 Starting Page-7871
Recorded On 5/11/2012 At 1:39:16 PM *Total Pages-5
*Instrument Type-DEED
Invoice Number-986711
*Grantor-RILL,MARTHA S
*Grantee-RILL,MARTHA S
User- MAG *Received By: MAIL
*Customer-MARTSON LAW OFFICES
*FEES PARCEL IDENTIFICATION NUMBER
STATE WRIT TAX $0.50 54000HJ025SA000000
JCS/ACCESS TO JUSTICE $23.50 Total Parcels: 1
RECORDING FEES $13.00
AFFORDABLE HOUSING $11.50
PIN NUMBER FEES $10.00
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
TOTAL PAID $63.50
I Cert*This Document To Be
Recorded In York County,Pa.
y, SER R C�
N
Rv¢o�dDaeda
ArCou
THIS IS A CERTIFICATION PAGE
PLEASE DO NOT DETACH
THIS PAGE IS NOW PART OF THIS LEGAL DOCUMENT
*-Information denoted by an asterisk may change during the verification process and may not be reflected on this page.
Book:2173 Page: 7875
® Ameritrade Statement Reporting Period:
01/01/13-01/31/13
800-669-3900 Statement for Account#864-965402
TD AMERITRADE MORRIS E RILL BENEFICIARY IRA OF
DIVISION OF TD AMERITRADE INC MARTHA S RILL IRA
PO BOX 2209 TD AMERITRADE CLEARING,CUSTODIAN
100 CHAMBERLIN RD
OMAHA,NE 68103-2209 SHIPPENSBURG,PA 172579713
TD Ameritrade Clearing,Inc.,Member S1PC
Portfolio Summary
Current Prior Period % Estimated Estimated
Investment Value Value Change Change Income Yield Portfolio Allocation
Cash $4.37 $ - $4.37 - $ - -
Insrd Dep Acct 100,848.29 - 100,848.29 - - 0.01%
Money Market - - - - - - Other
Short Balance - - - - - - 7.1% IDA
Stocks 212,747.52 - 212,747.52 - 4,455.70 2.1% _ 29.9%
l t� Short Stocks - - - - -
Fixed Income 12,990.00 - 12,990.00 - 1,045.50 8.0%
�-- Options
Short Options (10,782.06) - (10,782.06)
Mutual Funds - - - - -
`
Other - _ _ _ Stocks
Oth _ _
- 63.0%
Total $315,808.12 $ 0.00 $315,808.12 - $5,501.20 1.7%
Margin Equity 100.0%
Cash Activity Summary Retirement Account Summary Performance Summary
Current YTD 2013 PTD 2013 YTD 2012 YTD
Opening Balance $0.00 $ - Contributions $ - $ - $ - Cost Basis As Of-01/31/13 $143,132.50
Securities Purchased (61,230.27) (61,230.27) Distributions - - - Unrealized Gains 16,274.58
Securities Sold 19,285.97 19,285.97 Plan Contribution - - - Unrealized Losses (29,211.62)
Contributions 142,755.58 142,755.58 Rollover - - - Funds Deposited/(Disbursed)YfD 142,755.58
Distributions - - Direct Transfer 319,084.70 319,084.70 - Income/(Expense)YT" 40.91
Income 40.91 40.91 Tax Withheld - - - Securities Received/(Delivered)`TD 193,326.66
Expense - - Recharact - - -
Other (100,847.82) (100,847.82) Roth Conv. - -
Closing Balance $4.37 $4.37
page 1 of 12
07/2212015 13:34 Smith Elliott Kearns&Co.,LLC OAX)717+243+1177 P.0021002
CowucTcv ircebAtO
Payer's Name,Shed Addross,City,State and ZIP Code 1 Gross Distribution A 1805 OMB NO.1545-0119 P Distributions From
tong,Anon"
01
Retirement or
Commga"iGeallb dfPenosytwrda Za Taxable Amount ProfitrSharinX Plaas.IRAs,
A(lbll;Schaal EmplpyM'Re"Mert System495718.05Insurance Contracts,etc.
ep
B N 51d str
R�PA 17101-M 2b Total Distribution ® Form J099-RRort this
COPY B
Payees Federal ID number Recipient's ID twmber 3 Amrrnouettal tiinnBox clection 2a ligible for 4 Federal income Tex Withheld income on your
23-1739125 g .0p turnFeditTa
return. If this
S Recovered Tbts Year faem shows
Recipient's Name(first,middle,las N Street Address,City.State and ZIP Code 00 Federal laeame
Tax withheld in
MORRIS E RILL 7 Diat,Cods 91 YourtiorT.W r) t. Box 4.attack
10.0 CHAMBERLIN A4 4 this copy to
SHrEpEasBvxCa PA 17257-4713
ywr sura.
Depertom of the Timm". This iafbmltHor
Uae,o,l Rc.awe Service
is heir''
furnished to ibe
b=Ml Revenue
service.
Form IOct/-R
COastl'Crto pr eerelee)
Payers Name,street Addceaa,City,State and ZIP CodeI Gross Dbtrlbutlost 896718.05 OMB NO.1545-0119 ��bu�ides,
Commonwealth of Pepnsylvenie 201 Aetlrnt,IRepscut or
Public School Employees'Redretrsent System =a Taxable Amount l P'I��uaee C ntrnaets,�
5 N 5th Street 4BB718.05
Harrisburg PA 17101-1905 2b Total Distribution ® Faro 1099-R COPY C
Payer's Federal IP number Recipiont's 113 number 3 Amwnt In Box 2a eligible for 4 Federal Income Tax Withheld
capital gala election For
23-1739115 �3'►4.00 R Records
Recipitart'a New(Tint,middle,Nat).street.Address,City,State and z!P Cods 5 Recovered This Year .00
MORRIS E RILL 7 DISLCode 9a Yoar%ofTawmn.
100 CHAMBERLIN RD 4
SHIPPENSBURG PA 17257-9713
tkpettetral or as Tternrr• This information
tato.'Rer�w9tvke is being
thmished to the
Internal ltevemte
Service.
'
Form 1099-R
To comply with IRS regulations,the Public School Employees'Retirement System(PSERS)is required to
produce separate 1099-R's for each distribution type. if you received multiple distribution types(example:
monthly benefits,partial lump sum withdrawal,death benefits,direct rollovers,etc.),you will receive multiple
1099-R's.
Be sure to include all of your 1099-Ws when Sling your Federal income tax return.
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1