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9fiER DECEDENT IIFORMATION BEL.OYY �
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04 14 2012 05 O1 1925
DsadwH's LM Nome SuflM OsoedxiCs Fhl Name MI
RI ORDAli JOAN C�
cn�vp�e.ei.)�ne..surv�rq apows^,ado�m,no�e.ww
Spouae's LM Name SuRa Spowe's FirN Name MI
Spo�roe'a Saciw SewrMy Nwnber TMIS RETlN2N IYWST BE FILED IN DUPI.ICi41E WITFi THE
REGISTER OF WILLS
FN.L Ni APPROPR411E OVALE BELOW
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8ide 1
� 1506610143 1606610143 �
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� 1505610243
REV-1500 EX
DecedenYS Social Security Number
oe�ae�raN�: RIORDAN, JOAN G.
RECAPRULATION
1. Real Estate(Schedule A).......................................................................................... 1. 0 . 0 0
2. Stodcs and eonds(Schedule B)............................................................................... 2. 3 5 , 2 9 0 . 11
3. Closely Held Corporetion,PaAnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages 8 Notes Receivable(Schedule D).......................................................... 4.
5. Cash,Bank DeposiGS 8 Misceilaneous Personal Property(Schedule E)................ 5. 4 8 7 , 2 4 4 . 6 7
6. Jointly Owned Properly(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Yvos Transfers&Miscellaneous Non-Probale Property
(Schedule G) ❑ Separate Billing Requested............. 7, 1 8 8 , 0 B 6 . B 3
8. Total Gross Aseets(total lines 1-7)....................................................................... 8. 7 1 0 , 6 21 . 61
9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 5 1 , 5,3 8 . 4 2
10. Debts of Decadent,Mortgage Liabilities,8 Liens(Schedule I)................................ 10. 5 9 6 . 3 5
11. Total Deductlons(total Lines 9&10)...................................................................... 11. 5 2 , 13 4 . 7 7
12. Net Value oi Espte(Line 8 minus Line 11)............................................................. 12. 6 5 8 � 4 8 6 . 8 4
�3. Charitabla and Govemmental Bequests/Sec 9113 Trusts for which
an eledion to tax has not been made(Schedule J)................................................. 13.
14. Net Value SubJect to Tax(Line 12 minus Line 13)................................................. 14. 6 5 8 , 4 B 6 . 8 4
TAX COMPUTATION-SEE INSTRUCTIONS fOR APPLICABLE RATES
15. Amount of Line 14 taxable
at lhe spousal tax rete,or
transfers under Sec.9116
(a)(12)X.00 15.
16. Amount of l.ine 14 t27c2b1e
at iineai rate x oa5 6 5 8 , 4 8 6 . 8 4 �6 2 9 , 6 31 . 91
17. Amount ot Line 14 taxable
at sibling rate X .1p ���
18. Amount ot Line 14 taxable
at collaterel rete X .15 18�
�s. rax oue..................................................................................................................... �s. 2 9 , 6 31 . 91
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 J
REV-1500 EX Page 3 Flle Number 21 - 12 - 00640
Decedent's Complete Address:
Riordan, Joan G.
STREETADORESS
29 Blue Mountain Vista
cirr srnre zia
Mechanicsburg PA 77050
Tax Payments and Credits:
t. Tax Due(Page 2,Line 19) (1) 29,631.91
2. CrediGSlPayments
A. PnorPaymems 29,000.00
e. Discount 7,487.60
TotalCredtts(A +g) (2) 30,481.60
3. Interest (3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the diRerence. This is the OVERPAYMENT. (4) 849�.68
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 tha TA%DUE. (5)
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income ot the property trans(erred:.................................................................................. x
b. retain the right to designate who shall use the property transferred or its income:.................................... x
c. retain a reversionary interest:or.................................................................................................................. x
d. receive the promise for life of either payments,bene(AS or care?.............................................................. x
2. If deaM occumad afler December 12, 1982,did decedent lrensfer propeAy within one year of death wilhout
receiving adequate consideration?....................................................................................................................... ❑ ❑x
3. DiU 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 tlesignation?...................................................................................................................... ❑x ❑
IF THE AN8WER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MU3T COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For datea of death on or after JuN 1,1994 and before Jan. 1,1995,the tax rate imposed on the net value of transfeB ta or for the use of the surviving
spouse is 3 percent[72 P.S.§91 js(a)(�.�)(i».
For dates of death on or afler January 1,1995,the tax rate imposed on the net value of trana(eB to or(or the use of the surviving spouse is 0 percent
[72 P.S.§9118(a)(1.1)(ii)]. The statute tloes not exemGt a transter to a surviving apouse from tax,and the statutory requirements for disclosure of
asaeb and filing a tax return are still applicabla even if the survning spouse is the ony beneficiary.
For dates W death on or aflar Juy 1,2000:
•TAe tax rate imposad on the net value of trensfers from a deeeasad ehiW 21ye ars of age or younger at death to or for the usa ot a netural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
•The tax rate imposed on the net value of trensters to or for the use of the decedenPs lineal beneficiaries is 4.5 perce�t,except as noted in
72 P.S.§9118 12)[72 P.S.§9116(a)(1)1.
•The tax rate imposed on the net value of trans(ers to or tor the use of the decedenPs sib�ings is 12 percent[72 P.S. 9116 a)(1.3). A
sibling is dafined under SaGion 9102,as an individual who has at least one parent in eommon Nrith the decedent, ether y blo or edoption.
_ _ _
� SCHEDULE A
conwarrv�uTM ar renHer�vuan
REAL ESTATE
IMIFARONCETWIRETURN
RE8IDEIROECEDENT
FILE NUMBER
ESTATE OF Riordan, Joan G. 2� - t2-oosao
All real properly owned solely or as a tenant In common must be re rted at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wil mg seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is JoinGy-owned with Hght ot survlvorshlp must be disclosed on
schedule F.
Attach a copy o/the settlement sheet i�the property has been sold.
InGude a copy ot the deed showing decedenPS interest if owned as tenant in common.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 29 Blue Mountain Vista
Mechanicsburg, PA 17050-1854
Silver Spring Township Parcel ID 38-06-0011-034-U53
Property has been listed for sale and will be reported on a Supplemental Return.
TOTAL(Also enter on Line 1, RecapitulaGon)
.� SCHEDULE B
CO�.f.qNWFaLTXOiPENN6YLVWlW STOCKS & BONDS
INHEPIt�NCETN(HETURN
RE810F.NT DECEDEM
FILE NUMBER
ESTATE OF Riordan, Joan G. 2� - �z-oosao
All property jolntly-owned wHh rigM of survlvorship must be disclosetl on Schedule F.
NUM ER DESCRIPTION UNIT VALUE VALU DEATHTE OF
1 Vanguard Windsor II Fund Adm. #0573-09961143421 35,290.11
I
TOTAL(Also enter on Ilne 2, Recapitulatfon) 35,280.11
� SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
ca.ntame.un'oFaer+r1snv,ww pERSONAL PROPERTY
INIIERRANLE TRXliETURN
RE610ENT DECEOEM �
FILE NUMBER
ESTATE OF Riordan, Joan G. 2� - �z -oosao
InGude the proceeds of litigation and the date the proceeds were received by the estate.All properiy jolntlyowned wlth the Hght of
survivorship must be disclosed on achedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBCR DEATH
1 Morgan Stanley Account#410-053689-073 5,379.46
2 M&T Bank Account#28849329 83,146.86
3 ING Direct Orenge Savings Acount 51,477.60
4 Household goods and personal effects 1,000.00
5 Vanguard Prime Money Market Fund#0030-09961143421 346,240.75
TOTAL(Also enter on Line 5, Recapitulatlon) 487,244,67
COMMONWEALT�NNSVIVANIA SCHEDULE G
INHERRANCETAXREfURN INTER-VIVOS TRANSFERS 8�
RESIDENTDECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Riordan,Joan G. FILE NUMBER
21 - 12-00840
This schedule must be completed and ffled if the anawer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTV DATE OF DEPTH %�F EXCLUSION TAXABLE VALUE
NUMBER �^��udethenameNthetransferea,MeirrolaHOnshipbdecedarrt VAWEOFASSET IMEREST OFAPPUCABL�
erM the Eafe of hnnsfer. Atlach e copy of the EeeG Wr real eable.
1 Allstate Annuity Policy#5009842693 se,ota.�o 100°h 36,018.70
Payable equally to James T. Riordan,Sara Riordan
Head,Joan M. Riordan, Nancy Riordan Bowman,
David J. Riordan and Christopher Riordan (children)
2 Alistate Annuiry Policy N5509902092 �,�� 100% 25,859.84
Payable equally to James T. Riordan, Sare Riordan
Head,Joan M. Riordan, Nancy Riordan Brown, David
J. Riordan and Christopher Riordan (children)
3 StarFund-Trad'AionaIlRA#0056-09879331451 ��.�� 100% 126,208.29
16.66%each to Christopher R. Riordan, and David J.
Riordan (children); 16.67°k each to James T. Riordan,
John M. Riordan, Nancy R. Bowman and Sara R.
Head (children)
TOTAL(Also enter on line 7,Recapitulation) 188,086.83
� SCF�E H
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IlMIFAffMlLE TAC REIURN /�L��71 f V1�V W 1 J
RESIDENT OECEOEM
FILE NUMBER
ESTATE OF Riordan, Joan G. 21 - 12-00640
Debts of decedent must be repoRed on Schedule I.
ITEM
NUMBER FUNERAL EXPENSE3: DESCRIPTION AMOUNT
A. 1 Neill Funeral Home 13,085.77
B. ADMINISTRATIVE COSTS:
1. Personal RepreseMative's Commissions
Name of Penonal Representative(s)
James T. Riordan 15,000.00
Street Address P.O. BOX 381606
city Cambridge s�ate MA zip 02238
Year(s)Commission paid 2013
z. nnomeys Fees Ball, Murren 8 Connell 3,000.00
3. Family Exemption: (If decedenPs address is not the same as claimanPs,atlach explanation)
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
a. Protate Fees Cumberland County Register of Wills 143.50
5. AccountanPs Fees
6. Tax Retum Prepa2r's Fees
7. Other Administretive Costs
TOTAL(Also enter on Ilne 9, Recapitulatlon) 51,538.42
� C.�Sc�edWe H
WMMONVJEALTH OF PENNSVLVANIA �y..�r�u��o����y �
INHERITANCETAXRETURN /sa��pypy�yypp�
RESIUENT DECEDENT
ESTATE OF Riordan, Joan G. FILE NUMBER
21 - 12-00640
1 American Water for 29 Blue Mountain Vista, Mechanicsburg, PA 17055: $20.12; 329.04
$45.75; $13.79; $22.01; $13.86; $17.53; $13.86; $14.03; $14.96; $17.75; $16.09;
$1421; $24.55; $43.57; $36.96
2 Silver Spring Township Authority Account#2405-2367: $116.70; $106.60; $116.60; 563.40
$116.60; $106.90
3 BCCHCA-Condo Fee: $207.00; $207.00; $207.00; $207.00; $207.00; $207.00; 3,133.00
$207.00; $207.00; $211.00; $211.00; $211.00; $211.00; $211.00; $211.00; $211.00
4 Travelers Indemniry Association: $342.00; $264.00 606.00
5 PP&l for 29 Blue Mountain Vista, Mechanicsburg, PA 17050: $76.81; $29.30; $36.42; 820.96
$39.33; $34.01; $34.57; $21.56; $40.01; $68.84; $71.29; $76.36; $88.49; $102.92;
$101.05
6 Zimmerman Plumbing & Heating: $1,286.00 (water heater); $187.00 (tub faucet 2,008.00
repair); $40.00(humidifier filters); $154.00 (service contract); $341.00 (furnace
replacement part)
7 Innovative Flooring -replace condo carpeting 2,460.00
8 Real Estate Taxes 1,815.00
9 The Sentinel (advertising) 104.58
10 Cumberland Law Journal (advertising) 75.00
11 Reserve for additional costs of administration 1,000.00
12 Executor Travel- Massachusetts to Pennsylvania (6/4/12; 12H7/12; 2/3/13; 3/25/13; 2,73726
5/9/13; 6/2/13): 6 trips @$456.21
13 Executor Travel in Pennsylvania 682.65
14 Van rental and travel to remove and secure valuable item and papers. 647.52
15 Home Maintenance/Repair 1,128.50
Page 2 of Schedule H
Stitedule H
Ftr�ral 6�e�es 8�
COMMONWEALTHOFPENNSVLVANIA -�+^��
INHERITANCETAXRETURN �Y���a1l�tl1RV�J00
RESI�ENT DECEDENT
ESTATE OF Riordan, Joan G. FILE NUMBER
21 - 12 -00640
16 Travelers Indemnity-condo insurance 364.00
17 Office supplies-folders, etc. for Executor 65.69
18 Packing supplies to move valuables 208.47
19 Postal/shipping expenses 151.94
20 Fiduciary Tax payment- Pennsylvania 24.19
21 Real Estate taxes 661.32
22 Telephone-29 Blue Mountain Vista, Mechanicsburg, PA 17050: $43.44, $35.13; 722.63
$33.52; $32.30; $32.11; $32.98; $32.14; $36.17; $137.62; $78.02; $88.62; $70.29;
$70.29
Page 3 of Schedule H
� SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
cawname�unlocredr+mvnr�w LIABILITIES 8� LIENS
WXHHlM10ETNfRETURN �
RE610FNT UECEDEM
FIIE NUMBER
ESTATE OF Riordan, Joan G. 2� - �2-oosao
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Messiah lifeways Account#90817 573.17
2 Alert Pharmacy Services, Inc. 23.18
TOTAL(Also enter on Line 10,RecapltulaUon) 596.35
REV-157�EXF�17-08) �
SCHEDULEJ
fAMMOMNEALTH OF PENNSYLVANIA BENEFICIARIES
INHERRANCE TAX REfURN
RESIDEM DECEDENT
ESTATE OF FILE NUMBER
Riordan,Joan G.
21 - 12-00640
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY oo xa use rruwa�c�
I� TAXABLEDISTRIBUTIONS[includeoutrigMspo usal
distributions and tratrefers
under Sec.�176(a)(12)1
1 Sara R. Head Daughter one-sbcth
48 Beeson Drive
Orford, NH 03777
2 John M. Riordan Son one-sixth
91 Cove Road
Stonington, CT 063787
3 Nancy R. Bowman Daughter one-sath
109 Deer Lane
Carlisle, PA 17013
Ente�ddler amouMs for distributbns aha�,m abova on lines 75 through 18 on Rev 1500 cover sheet,as appropriaie.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9ti3 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAI OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
REV-0573EXy�8LD) �
SCHEDULEJ
COMMONWEALTHOFPENNSVLVANIA BENEFICIARIES continued
INHERRANCE TAX RETVRN � �
RESIDEM OECEDEM
ESTATE OF FILE NUMBER
Riordan,Joan G.
21 - 12-00640
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY oo rm ust rrueays�
I� TAXABLE DISTRIBUTIONS[ixlude oufrigM spousal
unde S�ec.8�116(a)(12jj
4 David J. Riordan Son one-sixth
Arch House
84 Warwick Park
Tunbridge Wells
Kent TN2 SEN
United Kingdom
5 Christopher R. Riordan Son one-sixth
213 Tanglewood Drive
Holland, MI 49424
6 James T. Riordan Son one-sixth
P.O. Box 381606
Cambridge, MA 02238
Page 2 of Schedule J
LAW OFFICE3
BALL, MURREN & CONNELL
2308 MARNET STREET
CAMP HILL, PENNSYLYANIA 17011
(717)232-8731
PHIIIP J.MURREN �L4AM BENTIEY BALL
RIGNARD E.CONNELL FACSIMILE(717)292-2142 �1D18 799D�
TERESA R.MCCORMACK
�.4VID R.DYE
July 9, 2013
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Cazlisle, PA 17013
RE: Estate of Joan G. Riordan
Date of Death: Apri14, 2012
Yow File No. 21-12-0640
Our File No. 3006
Deaz Ms. Farner Strasbaugh:
Enclosed please find, in duplicate, the Inheritance Tax Retirrn :and Tnventory for the Estate
of Joan G. Riordan. Please date-stamp the additional copies of the Retum and Inventory for our
records.
Also enclosed,please find this firm's check in the amount of$30.00, representing the
$15.00 filing fee for the Return and the $15.00 filing £ee for the Inventory.
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Enclosures
cc: James T. Riordan, Executor
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