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Home My WebLink About07-18-14 EXco,-,o> 1505610143 � REV-1500 �� OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENTOFREVENUE Po Box.2soso� INHERITANCE TAX RETURN 21 1��} 0 0 2 7 6 Harrisburg,PA ��128-060� RESIDENT DECEDENT ENTER DECEDEN'f INFORMATION BELOW Socia!Security Number Date of Death Date of Birth 12 08 2013 08 27 1927 DecedenYs Last Name Suffix DecedenYs First Name MI BIGGS RICHARD M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Su�x Spouse's First Name MI BIGGS NANCY B Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF 11VILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return ❑ 2. Supplemental Return � 3.Remainder Return(date of death priorto 12-13-82) � 4. Limited Estate � 4a.Future Interes�Compromise � 5. Federal Estate Tax Return Required (date of death after 12-12-82) g Decedent Died Testate � Decedent Maintained a Livinp Trust � 8. Total Number of Safe Deposit Boxes � (Attach Copy of Will) � (Attach Copy of Trust) � 9. Litigation Proceeds Received � �p.Spousal Poverty Credit(date of death � ��.Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Numtrer RICHARD E CONNELL ESQ 717 232 8731 REGISTER�(LLLS USE�NLY �� v _ ,;-r, � c� t' i� C!` �f � ` r First line of address ��-`i� t-- = __t; � -� - 2303 MARKET STREET �G;- tx� - ,'' �� ,�� r,.. '_- Second line of address C':�._ � 'i':-7 r_ _�' .- �.� ,ti'�?. `_;-, -- ,---; D �LED � �-. �� City or Post Office State ZIP Code � � �.,; CAMP HILL PA 17011 CorrespondenYse-mailaddress: connell@bmC-law.net Under penalties of perjury,1 declare that 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 personal representative is based on ail information of which preparer has any knowledge. SIGN T E OF PERSON RESPONSIBLE FOR FILING RETURN DATE ,, Kerry L. Biggs 6�/ ADDRESS 2 Lane, e hani 170 5 SIG ATURE 0 H RESE A DATE Richard E Connell Esq j � ' ADDRESS 2303 Market Street, Camp Hill, PA 17011 Side 1 L 1505610143 1505610143 J ` � 1505610243 REV-1500 EX DecedenYs Social Security Number DecedenYsName: BIGGS� RICHARD M. RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5• Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 1 2 6 . 4 4 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. 8. Total Gross Assets(total Lines 1-7)....................................................................... g. 12 6 . 4 4 9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule I)................................ 10. 11. Total Deductions(total Lines 9&10)...................................................................... 11. 0 . 0 0 12• Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 1 2 6 . 4 4 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. 12 6 . 4 4 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(�.2)x.o0 12 6 . 4 4 15. O . 0 0 16. Amount of Line 14 taxable at lineal rate X .045 16• 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at co�lateral rate X .15 �$� 13. Tax Due..................................................................................................................... 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 L 1505610243 1505610243 � REV-1500 EX Page 3 File Number 21 - 1�� 00276 Decedent's Complete Address: DE E NT' NA E Biggs, Richard M. STREET ADDRESS 4905 E. Trindle Rd. CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A• Prior Payments B. Discount Total Credits(A +g) (2) 0.00 3. Interest (3) 0.0 0 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) �.�� 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 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.................................................................................................................. ❑ ❑x d. receive the promise for life of either payments,benefits or care?.............................................................. ❑ ❑x 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................................... ❑ ❑x 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?...................................................................................................................... ❑ ❑x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 refurn are still applicable even if the survroing 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 21 years of age or younger at death to or for the use of a natural 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 transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116 1.2)[72 P.S.§9116(a)(1)I• •The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.&9116(a)(1.3)1. 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. SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTHOFPENNSYWANIA PERSONAL PROPERTY INHERITANCE TAX RETURN � RESIDENTDECEDENT FILE NUMBER ESTATE OF Biggs, Richard M. 2� - ��0o27s 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Heartland Pharmacy(Refund) 126.44 TOTAL(Also enter on Line 5, Recapitulation) 126.44 REV-0513 EX+(17-08) SCHEDULEJ COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHER�TANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Biggs, Richard M. 21 - 1'�00276 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY DoNotListTrustee(s) I TAXABLE DISTRIBUTIONS[include outright spousal ' distributions,and transfers under Sec.9116(a)(1.2)] 1 Nancy B. Biggs Wife All 2 Lonk Lane Mechanicsburg, PA 17055 2 3 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET O.00 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA courvrr oF Cumberland } SS File Number 21 - 1f�00276 Kerry L. Biggs Personal Representative(s)of the Estate of Biggs, Richard M. deceased, depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedenYs death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- ` tory are true and correct. I understand that false state- � Kerry . Biggs ments herein are made subject to the penalties of � 18 Pa.C.S. §4904 relating to unsworn falsification to authorities. Attorney-- (Name) Richard E Connell Esq (Supreme Court I.D.No.) 21542 (Firm) Ball, Murren &Connell (Address) 2303 Market Street Camp Hill, PA 17011 (Telephone) 717/232-8731 DATE OF DEATH LAST RESIDENCE 4905 E.Trindle Rd. DECEDENTS SOC.SEC.N0. 12/8/2013 Mechanicsburg, PA 17050 FIGURES MUST BE TOTALED Personal Propertv Heartland Pharmacy(Refund) 126.44 Total Personal Property 126.44 � �; .r-- x' � �� ,„ r.`- `�-� C !;`�C�; !'T1-r t f" �;-=. --� ��7��- ,� f r 1 -�_'{ v�- � - --%' Gt_.; - -; C�C�._ � : �-; ��- � r -; �� W �� '?� Ts ._ �'3 Ca .t— -� (Attach additional sheets if necessary) Total Personal Property and Real Estate $126.44 LAW OFFICES BALL, MURREN & CONNELL 2303 MARKET STREET CAMP HILL, PENNSYLVANIA 1 IO1.1 (717)232-8731 PHILIP J.MURREN FACSIMILE(717)232-2142 W�LLIAM BENTLEY BALL RICHARD E.CONNELL (1916-1999) TERESA R.McCORMACK DAVID R.DYE July 17, ?014 Lisa M. Grayson, Esquire Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of Richard M. Big�s Date of Death: December 8, `?(�13 Will No. 2014-00276 Our File No. �04Q Dear Ms. Grayson: Enclosed please find, in duplicate,the Inheritanice Tax Return and Inventory for the Estate of Richard M. Biggs. A copy of the decedent's Will is included, as well. Please date-stamp the additional copies of the Return and Inventory for our records. Thank you for your attention to this. Very truly,Xours jr� �Zichard L. Connell C C ��"W ;-�'. :�`:� �� . . ::�:; ��; �__ f.�... :_:e� Xl-y,•r._ �.. _ �:.�.rt r--!>.: � i •� ��I- C): —r� _ C��'f � +--- • ; �, t..,J �-n'� REC/gjC D._, � L -„ Enclosures �`? cc: Mr. Kerry L. 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