HomeMy WebLinkAbout01-10-06 (2)
JERRY R. DUFFIE
RICHARD W. STEWART
C. ROY WEIDNER, JR.
EDMUND G. MYERS
DAVID W. DELucE
JOHN A. STATLER
JEFFERSON J. SHIPMAN
RALPH H. WRIGHT, JR.
MARK C. DUFFIE
JOHN R. NINOSKY
MICHAEL J. CASSIDY
MELISSA PEEL GREEVY
ROBERT M. WALKER
WADE D. MANLEY
LAW OFFICES
JOHNSON
DUFFIE
OF COUNSEL
HORACE A. JOHNSON
F. LEE SHIPMAN
BRUCE J. GROSSMAN"
'admitted in NY only
vVHI'!'J;;R'S EXT. No. III
g'!vIAIL dlw@jdsw.com
January 5,2006
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Richard P. Riddle
Your File No. 21-2005-0684
Our File No. 14105-1
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Returns showing tax due in the amount of $246.75.
2. 2 copies of Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you time-stamp and return to
us in the enclosed envelope.
3. Inventory
4. 2 copies of the Inventory, which we ask that you time stamp and return to us in the enclosed envelope.
6. Check attached to this correspondence in the amount of $30.00 representing the $15.00 filing fee for the
Inheritance Tax Return and $15.00 for the Inventory.
matter.
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
j
Very truly yours,
!~~O_N, ~UFFIE, STEWART & WEIDNER
~.;..}J~
Estate Administration Paralegal
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c: Laura C. Pal, Administratrix
:266156
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111'] :8 H'j 0 rd I JUG",
301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA q043-01Q9. :
WWWJDSWCOM 717.761.4540 FAX: 717.761.3015 MAI~~'JPS\V.COM..''':~\:(i':\::
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JOHNSON, DUFFIE, STEWART & WEIDNER, p.e.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX/11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PAL LAURA
200 WILDERNESS LANE
LOCUST GROVE, VA 22508
__nun lold
ESTATE INFORMATION: SSN: 192-34-6187
FILE NUMBER: 2105-0684
DECEDENT NAME: RIDDLE RICHARD PAUL
DATE OF PAYMENT: 01/10/2006
POSTMARK DATE: 01/10/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 04/25/2005
NO. CD 006188
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $246.75
I
I
I
I
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I
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I
TOTAL AMOUNT PAID:
REMARKS: EST OF RICHARD R RIDDLE
LAURA PAL
CHECK# 113
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$246.75
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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· COMMONWEALTH OF
* PENNSYLVANIA
DEPARTMENT OF REVENUE
. DEPT. 280601
HARRISBURG, PA 17128-0601
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OFFICIAL USE ONLY
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
II 2005
NTY CODE YEAR
SOCIAL SECURITY NUMBER
0684
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
RIDDLE, Richard P.
DATE OF DEATH (MM-DD-YEAR)
192-34-6187
THIS RETURN MUST BE fILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[!J 1. Original Return
D 4. Limited Estate
[!J 6. Decedent Died Testate (Attach
copy of WIll)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D
D
D
4a. Future Interest Compromise (date of deelh after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Soousal PovertY Credit (dele of death between
. 12-31-91 and 1-1-05)
D 3. Remainder Raturn (date of deelh prior to 12-13-82)
D 5. Federal Estate Tax Return Required
1 6. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
to
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2
BI
II:
II:
8
NAME
Ralph H. WRIGHT
FIRM NAME (If applicable)
Johnson, Duffie, Stewart & Weidner
TELEPHONE NUMBER
717 -761-4540
Johnson, Duffie, Stewart & Weidner
P.O. Box
Lemoyne, PA 17043
(1 ) 75,000.00
(2) None
(3) None
(4) None
(5) 2,021.22
(6) None :~ ~
(7) None
(8) 77,021.22
(9) 7,567.60
(10) 49,334.48
(11 )
56,902.08
20,119.14
17,969.14
2,150.00
DATE OF BIRTH (MM-DD-YEAR)
04-25-2005
07 -23-1944
COMPLETE MAiliNG ADDRESS
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(12)
(13)
(14)
0.00
6.75
240.00
0.00
246.75
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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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) D Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of D~cedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20. D
CHECK 'jE~E IF YOL ARE REQUESTINC, A RUUNfJ UF AN OVFRPAYMENT
Copyright 2002 form software only The Lackner Group, Inc.
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0 (16)
~ 16.Amount of Line 14 taxable at lineal rate 150.00 x .045
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a.. 17. Amount of Line 14 taxable at sibling rate 2,000.00 x .12 (17)
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0
0 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
>< x
~ .19. Tax Due
(19)
Form REV.1500 EX (Rev. 6-G0;
. Deced;nt's Complete Address:
STREET ADDRESS
1005 Walnut Street
CITY Lemoyne
I STATE PA
IZIP 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
246.75
0.00
Total Credits (A + 8 + C)
(2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5) 246.75
(5A)
(58) 246.75
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESnONS 8Y 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;.................................................................................. ~ ~:
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?............................................................. D x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?...................................................................................................................... D [!J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ......................... ............... .................................. ........... .......... ..... ..... ..... ........ D [!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penallles of perjury, I declare !hat I have examined this return, including accompanying schadul8s and statements, and to the best of my knowledge and belief, it is tl\l8. correct and
complete. DecleraIlon of prepensr other then the personel representellva is based on all informallon of which pnspllrer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Lau . PAL 200 Wilderness Lane
Locust Grove, VA 22508
ADDRESS
Johnson, Duffle, Stewart & Weidner
Lemoyne, PA 17043
s ;2 to'
t DATE
SIG
ADDRESS
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
.4 surviving spouse is 3% [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 oftransfers to or for the use ofthe surviving spouse is 0%
[72 P .5. !9116 (a) (1.1) (ii)). The statute does not exemDt 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 ofthe 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 .5.
!9116 1.2) [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% [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-1602 EX+ (I-H)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RIDDLE, Richard P.
FILE NUMBER
21-2005-0684
ESTATE OF
All ....1 proparty ownad solaly or .a . ten.nt In oommon must ba raportsd .t fair m.rket v.lua. Fair market value is defined as the price at which property would be
exchanged between a w~ling buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Raal property whioh Is Jointly-ownad wfth rlght of survlvorahlp muet ba dlaoloud on aohedula F.
ITEM
NUMBER DESCRIPTION
1 Residence
located at 1005 Walnut Street, Borough of Lemoyne, Cumberland County,
Pennsylvania. Tax Parcel No. 12210267161. Property sold on August 30,2005. The
settlement sheet is attached to this Return.
VALUE AT DATE
OF DEATH
75.000.00
TOTAL (Also enter on Line 1, Recapitulation)
75.000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
Rev.1501 EJ{+ ""8)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESlOENT DECEDENT
RIDDLE, Richard P.
FILE NUMBER
21-2005-0684
ESTATE OF
Include the proceeds of IRlgatlon and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must be _Isolosed on sohedule F.
ITEM
NUMBER DESCRIPTION
1 Reimbursement of taxes
County taxes, School taxes and Sewer. Settlement from sale of Residence is
attached
VALUE AT DATE
OF DEATH
965.22
2 Personal Property sold by Chuck Bricker, Auctioneer 600.00
sold on July 29, 2005
3 Personal Property sold by Chuck Bricker, Auctioneer 183.00
Sold on July 27, 2005
4 Personal Property sold by Chuck Bricker, Auctioneer 123.00
sold on July 15, 2005
5 Walnut Bedroom Suite 150.00
TOTAL (Also enter on Line 5, Recapitulation)
2,021.22
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
REV-1161 EX+ (1241)
..
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RIDDLE, Richard P.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-2005-0684
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
205.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Laura C. PAL
Social Security Number(s) I EIN Number of Personal Representative(s):
175-52-7171
Street Address 200 Wilderness Lane
City Locust Grove State
Year(s) Commission paid 2006
VA
Zip 22508
3,000.00
2.
Attorney's Fees
Johnson, Duffie, Stewart & Weidner
3,800.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
315.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
247.60
TOTAL (Also enter on line 9, Recapitulation)
7,567.60
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
ft..,.1i02 EX+ (1-181
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RIDDLE, Richard P.
FILE NUMBER
21-2005-0684
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Auer Memorial Home and Cremation Services, Inc.
205.00
.
Subtotal
205.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
ReY.1102 EX+ (....8)
.
SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
-continued
COMMONWeALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RIDDLE, Richard P.
FILE NUMBER
21-2005-0684
ESTATE OF
ITEM
NUMBER
1
DESCRIPTION
Cumberland County Register of Wills Office
Filing Fees for Inheritance Tax Return ($15.00), Inventory ($15.00)
AMOUNT
30.00
2 Cumberland County Register of Wills Office 10.00
Filing Fee for Satisfaction
3 Cumberland Law Journal 75.00
Notice of Estate Administration
4 The Patriot News 132.60
Notice of Estate Administration
Subtotal
247.60
.
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.1Ii12 EX+ (1-18)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RIDDLE, Richard P.
FILE NUMBER
21-2005-0684
ESTATE OF
Include unntlmbursecl medlcll .xp.n....
ITEM
NUMBER DESCRIPTION
1 Associated Cardiologists
Balance due on Account No. 148310
VALUE AT DATE
OF DEATH
365.67
2 Bank of America, N.A. 6.600.32
Unpaid balance on Visa Account No. 4888 6070 0032 3981
3 Credit Plus Collection Services 4.425.75
Pinnacle Health Systems Accounts
4 Faith A. Nicola, Tax Collector 11.00
2005 Personal Taxes
5 Hospital Telephone and Telcom Service, Ltd. 32.00
Account No. PH5 04-1512
6 Janice Whisler 325.00
Reimbursement for Administrative Costs to Robert Haring for trash removal
7 M&T Bank Home Equity Loan No. 23000000021641 19.543.12
Payoff of loan at Settlement. Settlement sheet is attached to this Return
8 M& T Personal Checking Account Account No. 9836651597 85.25
Negative Balance on Account at Date of Death
9 PA American Water Company - Account No. 24-1029847-1 83.29
10 Pinnacle Health Systems 4.425.75
11 PinnacleHealth Hospitals 2.849.00
Hospital Services
12 Quantum Imaging & Therapeutic 234.00
Balance due on Account No. B83780A93
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 10, Recapitulation)
49,334.48
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
ReY-1612 EX+ ('-88)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE T AA RETURN
RESIDENT DECEDENT
RIDDLE, Richard P.
FILE NUMBER
21-2005-0684
ESTATE OF
ITEM
NUMBER
13
DESCRIPTION
VALUE AT DATE
OF DEATH
Sears Credit Card
Balance due on Credit Card Account No. 03 63400 29096 3
105.20
14
Settlement charges
from sale of residence. Settlement Sheet from sale is attached to this Return
8.885.75
15
UGI Gas Service - Account No. 216 546 6166 22
376.98
16
UGI Gas Service - Account No. 216 546 6166 22
Final Close-out payment
34.41
17
West Shore EMS - Credit Plus Collection Services
Account No. 08645541
951.99
TOTAL (Also enter on Line 10, Recapitulation)
49.334.48
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule I (Rev. 6-98)
REV-1&13 ~+ (1-00) . '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
RIDDLE, Richard P.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not Ust TrustH(a)
I.
1
Ivor D Jones
2020 Horseshoe Road
Lancaster, PA 17602
Brother
2
Laura C Pal
200 Wilderness Lane
Locust Grove, VA 22508
Daughter
FILE NUMBER
21-2005-0684
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
2,000.00
Walnut
Bedroom
Furniture
150.00
Total 2,150.00
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate. 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached
17,969.14
17,969.14
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Form PA-1500 Schedule J (Rev. 6-98)
Rev-1&02 EX+ 11-18)
.
SCHEDULE J.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
RIDDLE, Richard P.
FILE NUMBER
21-2005-0684
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Shriners Hospital for Children
8.984.57
2
United Methodist Home for Children
8.984.57
Subtotal
17.969.14
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
LISTING OF EXHIBITS FOR
ESTATE OF RICHARD P. RIDDLE
EXHIBIT A
LAST WILL AND TEST AMENT FOR RICHARD PAUL
RIDDLE DATED FEBRUARY 2dh, 2001.
EXHIBIT B
SETTLEMENT SHEET FOR SALE OF PROPERTY
LOCATED AT 1005 WALNUT STREET, LEMOYNE,
CUMBERLAND COUNTY, PENNSYLVANIA
:266158
-----------
EXHIBIT A
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I, RICHARD PAUL RIDDLE, of Lemoyne, Cumberland County, Pennsylvania, being
of sound and disposing mind, memory, and understanding, do hereby make, publish, and
declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils,
if any, that I have made.
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FIRST: I direct that all my just debts and the expenses of my last illness and funeral
shall be paid from the assets of my estate as soon as practicable after my decease.
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I authorize my personal representative to expend funds from my estate, in such
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amounts, as my personal representative shall consider necessary and desirable, for the
disposition of my remains in accordance with the instructions I have provided to my Executor.
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. THIRD: I give, devise, and bequeath $2,000.00 to NOR D. JONES, of 2020
~
,~:: ~ Horseshoe Road, Lancaster, Lancaster County, Pennsylvania.
" ,.~ FOURTH: The rest and remainder of my Estate, of whatever nature and wherever
SECOND: I give, devise, and bequeath my walnut bedroom suite and any and all' life
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situate, 1 give, devise, and bequeath in equal shares to the UNITED METHODIST HOME
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FOR CInLDREN, of 5120 Simpson Ferry Road, Mechanicsburg, Pennsylvania 17055, and the
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SHRINER'S HOSPITAL FOR CHILDREN, of 3551 North Broad Street, Philadelphia,
Pennsylvania 19140.
FIFTH: All interests of any beneficiary in the income or principal of this Estate, while
undistributed and in the possession of my Executor, even though vested and distributable, shall
not be subject to attachment, execution or sequestration for any debt, contract, obligation or
liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment,
conveyance, or .anticipation.
SIXTH: All inheritance, estate, and succession taxes (including interest and any
penalties thereon) 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.
SEVENTH: I nominate, constitute, and appoint my attorney, AUSTIN F. GROGAN,
ESQUIRE, of Camp Hill, Cumberland County, Pennsylvania, as Executor of this, my Last
Will and Testament.
I direct that no representative named above shall be required to post security for the
faithful performance of his duties in any jurisdiction insofar as I am able by law to relieve him
of such obligation. Any of my representatives shall be entitled to reasonable compensation for
the performance of the duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this de r;.I day
of ~,W~ ,2001, on this, the second of two typewritten pages. I have also signed
the left-hand margin of the fIrst page for purposes of identification only.
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RICHARD PAUL RIDDLE
SIGNED, PUBLISHED, and DECLARED by the Testator. RICHARD PAUL
RIDDLE, as his Last Will and Testament. in the presence of us. who at his request. in his
presence. and in the presence of each other. have hereunto subscribed our names as witneSses.
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMrnERLAND
We, AUSTIN F. GROGAN, ESQUIRE and ~ m. L.of').o r , the
witnesses whose names are signed to the attached instrument, being duly qualified according to
law, depose and say that we were present and saw the Testator sign and execute the instrument
as his Last Will and Testament; that RICHARD PAUL RIDDLE executed it as his free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the
Testator signed the Will as witnesses; and that, to the best of our knowledge, the Testator was
at that time 18 years of age or older, of sound mind, and under no constraint or undue
influence. ' '
Sworn or affirmed to and subscribed before me by AUSTIN F. GROGAN, ESQUIRE
and ~1rL. ~ ' witnesses, this ,.20/:::ti day of ~if2(XJl.
~'
i Notarial Seal
f Rhonda D. Rudy, Notary Public
, Camp Hill Boro, Cumberland County
, My Commission Expires Aug. 12,2002
Member f.lennsvlva.ni'!\ssociation of,Notaries
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTYOFCUMffiERLAND
I, RICHARD PAUL RIDDLE, Testator, whose name is signed to the attached
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament; that I signed it willingly; and that
I signed it as my free and. voluntary act for the purposes therein expressed.
~PrdJ:rJ;;:? ~:
RICHARD PAUL RIDDLE
Swomor affirmed to and subscribed before me by RICHARD PAUL RIDDLE, the
Testator, this ~O~ day of ~O~rlJ1.
~
Notarial Seal
Rhonda D. Rudy, Notary Public
Camp Hili Boro, CUmberland County
My Commission Expires Aug. 12,2002
Member, PennsylVani '\ssociation ot Notaries
BXll1Bl1' B
A- U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMB No. 2502-0265
SETTLEMENT STATEMENT
TlTLEPRO
CORNERSTONE l.,.,.,rint
LAND TRANSFER, INC. B. TYPE OF LOAN
4705 East Trindle Road 1.[ ] FHA 2. [ ] FMHA 3. [ ] CONV. UNINS.
Mechanlcsburg, PA 17050 4. [)VA 5. [ ) CONV.tNS.
6. FILE NUMBER: 1 7. LOAN NUMBER:
Phone: (717) 730-9664 Fax: (717) 730-9665 50224
8. MORT. INS. CASE NO.:
C. NOTE: This form Is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
'(p.o. c.)' were paid outside the closing; they are shown here for informational purposes and are not Included in the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME ....ND ADDRESS OF lENDER:
Jeffrey A. Wilbur and Richard P. Riddle Estate No Lender
Holly J. Wilbur
G. PROPERTY lOC....TION: H. SETTLEMENT ....GENT: I. SETTLEMENT DATE:
1005 Walnut Street Cornerstone Land Transfer, Inc. OB/30/05
Lemoyne Borough PLACE OF SETTLEMENT:
Cumberland County 4705 E. Trindle Rd., Mechanicsburg, PA
J. SUMMARY OF BORROWER'S TRANSACTlON: K. SUMUARY OF SELLER'S TRANSACT1ON:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO 8ELI.ER
101. Contrect sales orice 75000.00 401.Contraet sales price 75000.00
102. Personal Ortloertv 402.Personal property
103. Setllement charaes to borrowertline 1400) 1792.25 403.
104. 404.
105. 405.
Adiustments for Itams paid bY seller In advance Adlustments for items paid bv seller In advance
106. CIIv/Town tax to 406.CIIV/Town lax to
107. Counlv- tax 08/301051012/31/05 139.70 407. Counlv IOU( 08/30/0Slo 12/31105 139.70
108. Asl8lsmenls ID 408. All8llmanll to
1011. SCHOOL OB/30/0Sto 06/30/06 793.72 4011. SOIOOL 08/30/0510 06/30706 793.72
110. to 410. to
Ill. Sewer IRef 8/30-9/30 31. 80 411. Sewer /Ref 8/30-9/30 31. 80
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 77757.47 420. GROSS AMOUNT DUE TO SELLER 75965.22
zoo. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 5OO.REDUCTlONS IN AMOUNT DUE TO SELLER
201. Oel'lOsit or earnest mooev 5000.00 sol.Excess deposit Isee instructionSl
202. Principal amount of new loanls1 502.Settlement charges to seller (line 1400) 9995.75
203. Existin" loan(s\ teken sub'eet to 503.Exlstina loants) taken sublect to
204. 504.Payoff of Firsl Mortgage Loan
M&T Bank 19543.12
205. 605.Payoff of Second Mortgage Loan
206. 506.
207. 607.
208. 508.
2Oll. 5011.
Adjultments for items unpaid by seller Adiustments for items unnald bv seller
210. CIIv/Town lax to 510.Cllv/Town tax ID
211. Counlv tax to 511. Counlv tax to
212. AsI8Ssmenls to 512.Asl8llmenls to
213. SCHOOL to 513. SCHOOL 10 .
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
218. 51S.
220. TOTAL PAID BYIFOR BORROWER 5000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 28428..87
300. CASH AT SETTLEMENT FROM OR TO BORROWER IlOO. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower Wne 120) 77757.47 601.GroSS amount due to seller iiine 420). 75965.22
302. Less amount paid bylfor borrower (line 220) 5000,00 602.Lessreduction amount due sellernine 520\ 28428.87
303. CASH ax ';ROM) ([ ] TO) BOR~OWER 72757.47 603. CASH a XTO) a ) FROM) SELLER 47536.35
( -.;:- ~ t/~',~A A ~~JfM-~~
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~ Dr Borrower's Signature Selier's Slgnalure - ~
~
HUD-l Rev. 5/86
U.b. Uct"AH r Mcl~ r Ut- HUU~INlj AI~U UHt;Ar~ UcVcLUt'IVlcl~ r
SETILEMENT STATEMENT
L SETTLEMENT CHARGES 50224
700. TOTAL SALESlBP.OKER'S COMMISSION baoed on prlce $
Division of Commission (line 700) es follows:
701. $ 2275.00 to
702 $ 2225.00 to
703. Commission paid at Settlement
704. TransFee
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. loan Ori ination Fee %
802. loan Discount %
803. Appraisal Fee to
804. Credit Report to
805. lenders Inspection Fee
806. Mort a e Insurance Application Fee to
807. Assumption Fee
808.
809.
810.
8tl.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from 08 30 05 to08 31 05 0$
902. Mort a e Insurance Premium for mo. to
903. Hazard Insurance Premium for rs. to
904. yrs. to
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo. 0 $
002. Mort a e Insurance mo. C $
003. Cit (fown tax mo. 0 $
004. Count tax mo. 0 $
005. Assessments mo. 0 $
006. mo. 0 $
007. mo. C $
008. mo. 0 $
100. TITLE CHARGES
101. Settlement or closin fee to
102. Abstract or titie search to
103. Title examination to
104. Titie insurance binder to
105. Document preparation to
106. Nota fees to
107. Attome 's fees to
(includes above Items No.:
108. Title Insurance to Cornerstone
(includes above Items No.:) 1102 1103 1104
109. lender's covere e $
110. Owner's covera e $
111. CourierFee
112. Tax Cert
113. Sewer Ref
200. GOVERNMENT RECORDING AND TRANSFER CHARGES
201. Recordin fees: Deed $ 38 . 50 Mortga e $
202. Ci Icountytax!stamps: Deed$ 750. o o Mort a 8$
203. State tax/stamps: Deed $ 750 . 00 Mort age $
204.05 Sch tax Faith A. Nicola
205.05 Ct Bor Faith A. Nicola
300. ADDITIONAL SETTLEMENT CHARGES
30 t. Surve to
302. Pest Inspection to
303. 04TaxClaim Tax Claim Bureau
304. TransFee Straub & Associates
305. DeedCo Tri-Count
400. TOTAL SETTLEMENT CHARGES (enter on lines 103 and 502, Sections J and K)
75 000
UIVltj I\lU. ",::>v~-u",o=,
75000.00 6.0
Total: 4 500.00
ReMax Realt Assoc.
Straub & Assoc.
RaMax Realt
Assoc.
Ida
lmo.
Imo.
Imo.
Imo.
Imo.
Imo.
Imo.
lmo.
Misc. $
38.50
750.00
750.00
952.99
456.01
1436.89
295.00
1792.25
0.00
8885.75
Parties agr.. that no "abllhy .. ...umed by Settlement Agenllor the accuracy ollnlormation turnlshed by others as shown on the HUD.1 Settlement St.tement Sememenl Agent hereby ..pressty
reserves 1he rlghllo'depoail any amounts collected for disbursement In an tntarell b..rlng account in . Federelty insured institution and to credit any Internl so earned to Its own accounl .. addilio-nal
compensation lor Its service. in this lranuctlon.
HUD CERTIFICATION OF BUYERS AND SELLERS
I have carefully reviewed the HUD-l Settlement Slatament and to1he best of my knowledge and belief, It's a true and accurate statement of all receipts and disbursements
m_oo~~ ""~. ,,~.~- "-<."'-"-~'''''-'~7!~~. -'::--4
Buyer'. Addr.ss & Phone:
SeU.r'. Signature
Sane"'. New Address & F'hone:
T~ment which I have oparod Is 0 tru nd accura'o account Olthlal.on~ctJon I har~J~a lho lunda to ba d;sbursad In accordanco wUh Ih" stalomonl
Settlement Agenl Oat.
WARNING: Ills 8 crime 10 knowingly makela'" "alementsto the United 51ates on this or any aimlltlr lotm. Peneltl.. upon conviction oan Include a fine and mpnsonm.nl. For details se.
Title 18: U.S. Code SecUon 1001 and S.ello" 1010. HUD-1 Rev. 5186