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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 ':'J . c: Laura C. Pal, Administratrix :266156 \ ,H'f" cnr.7 111'] :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':\:: ~~(....} -!. ;:"l~>,} '--.:.Y...;JWviV_--'-" 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 I I I 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 , o~~~ 00 .. hi ~;~ ,,~,\:~\ H "l fD U- \. ~..} ~~ ~ ~~ d N g :t ~ooS , ,-' ; -tf-4 j /.J:l(w}~ ;....,. :!;~l-_~~ ...... -v _ ,...L" <.:J,.~, T:.,Tl'" '~ .. ,rob" ~m~'~+ -~~ :k_uvnUED OfFICE OF cU" '1"'\ ^l"" ''',/11,1, r,' I \Ll :,' 'j" ',1,1.1,') 2006 Ji'~! ; n Mi B: 4 6 (JY'" , (;["'11 i"'1/.'..r C!}: - .- CO 2 en en CO - (.) 1ft ... .- U- ~ ~ ~ <-'~ ~ ~ a- - pS ~ X Z 0 ~ ~ ~ ~ - 0 ~ ~ ~ ~ ,.J - ~ 5 :c ~ uJ::>~ uo~ -u- \t>-5 Ot-(/) (/)%UJC"'l :35(/)0 -u::>1"- 3:00:;; u..z:Co.. 04:\i tt:;d::>~ uJu..o(/) t;~U::i 8~UJ~ ~a5U ~\ Zr T 1 :\O~ :cn~ '"Z~ ;,~B ~ rS I G REV-11OO EX~) ~ · COMMONWEALTH OF * PENNSYLVANIA DEPARTMENT OF REVENUE . DEPT. 280601 HARRISBURG, PA 17128-0601 w ~i ~~~ L- ~ OFFICIAL USE ONLY REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER II 2005 NTY CODE YEAR SOCIAL SECURITY NUMBER 0684 NUMBER to- Z W C W o w c 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 Z W D Z 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 z o ~ :s ;:) t: a.. c( o w 0: 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 ~ ;:) a.. 17. Amount of Line 14 taxable at sibling rate 2,000.00 x .12 (17) ::E 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 -Bad rJCfdl ~ eT~ 0/ fZ6~ ~aaI fZ6~ 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. ~s. r~ 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. ~. " I authorize my personal representative to expend funds from my estate, in such """~ j 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. ,.,~ ~ =::: :2::~~~75::,::::n:~:g:~~~~:~H' . 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 t'" ~~;~ ~'S- situate, 1 give, devise, and bequeath in equal shares to the UNITED METHODIST HOME I ~~' (~ ~ ." "i~ i.~ ~ ~ ."" ~ FOR CInLDREN, of 5120 Simpson Ferry Road, Mechanicsburg, Pennsylvania 17055, and the E. ~ ~~~ ,:~ I,.. R~ ~1'; !h1 I':: p I:; I 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. ] / l /'/ /'1 'I. ..._.'//' ~I' -, ;' / ',/ ..',/\i r /j /!/IU1/t/) iJ _v,! /~U2----' 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. -P .:1Y10/1 A a -1Y). ,j-Opp/\ ~?() \=O.\AV\K\d~~NO~~ '~orrl~v.\Q '-rn 111 \ b .....' t a,~~~ I1\DI ~, r? a nwt~SfA ... ") .,)'? ...J .' 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-~~ ~ .A JLl l tf/f/"1~ . / /T j;{,{' JP1 '/? ~ 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