HomeMy WebLinkAbout97-00327
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF. CIIMHElH.ANIJ
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S8 11 "iol;1
'97 Af'R -2 P 3 :t1(l
GI~J I.
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The pelltloner(s) above-named swear(s) or afflrm(s) that the
statements In the foregoing petition are true and correct to the best
of the knowledge and belief of pelitloner(a) and that as personal
represenlatlve(s) of the above decedent petltloner(s) will well and
truly admlnlsler the estate according to law,
\L.
A_~.Y?;7 . ~t;;r/'v~ ..
X.7Ji~ Ia. n"'1~-::J,.J"
J
affirmed and subscribed
?Nn day of
19
ARY CLEWIS Reglst ..'
No ?1 - 97 - 3?7
.
Estate of
NELSON B DOUGHERTY JR
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW MR IL 8 ...19,-91--, In consideration of the petition on
the reverse side hereof, satlsf~ctory proof having been presented before me,
IT IS DECREED that FVA M nntlr.:HFRTLiI.lliLNFI SON R DOIIr.:HFRTV SR
Islare entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to
EVA M DOUGHERTY and NELSON B DOUGHERTY SR
i;;the estate of ------.-NELSbN [i"DOUGHER'rY JR
J:) JL ,
Real"" or Will.
MARY CLEWIS
FEES
Letters of Admlnlstral.lon .,." 5 115 , 00
Short Certlflcates( ),.."...., 5 9 . 00
RJellpunclatlon ,........,,,,.., 55" 5 .. 00
C 5.00
TOTAL _ 5 134.00
Flied ".~~~,1,~,~""",.,. A,D, 19...91-
ATTORNBY (Sup, Ct, \,0, No,)
ADDRBSS
PHONB
Mailed letters and order to Administrators on 4-9-97
21 . 97 ~ 327
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F
CEBI.LEIC.A:
Nanle of Decedent:
NELSON D. DOUGHERTY JR,
Date of Death:
MARCH 26. 1997
Estate No.:
~ 1-97-0327
To the Register:
I certify that notice of the beneficial Interest required by Rule S.6(a)of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above..captionlld estate
on April 21. 1997
~
A4d!m
Erllm L. pou~hertv
Steven D. Dousherty
6 Jane Lane. Carlisle. FA 17013
3F Suzzane DrIve. Dpncannon. FA 17020
Notice has now bten given to all persons entitled thereto under Rule 5,6(a) except none.
Date: 04/21/97
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Name Marcus A, McKni2ht 111. ESQuire
Address 60 West Pomfret Street
Carll,le. PA 17013
Telephone (717) 249-2353
. C~paelty:
Personal Representative
x
Counsel tbr Personal Representative
C A 8
H ~ L
E R 8
C 0 K
K p S
I
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REV. 1600[)( 1(7.9",
/,r p;;J. L C,
INHERITANCE TAX RErURN
RESIDENT DECEDENT
(TO 810 FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTY CODE
FOA ['\ATrS OF DEATH ArTEA 17/31/91 CHECK Hf.Ht
IF ^ SflDU:'iAI. rI
~l1YfJillQMQlll:LQW.MfJLL.-L_.___..
FILE NUMBER
COM~8~~~W'~'lfP,fJ\I!!'I1MAN,^
HARR'9g8~~,~~~t~8 .0601
~
C
~
~
DECEDENT'S NAME (I.AgT, rmST, ANO MIOUtE INlTh'LJ
Doughor t y _____.-l'~~" (,~~_.__.._____Jl,.
SOCIAL SECURITY NUMBER DATE OF Of.ATH DATE OF BlrHH
]63-52-0747 03/26/]997 05/15/1956
OfCFDI:Nf'S COMPl.ETE A[)DR~SS
75~ Longfl Gup Roud
Curll"I", PA 17013
C P
~ ~ NAME
~ ~ Marcus A. McKnight II I
S N TEl.EPHONE NUMBER
T 717.2l,9-2353
1. Real Eslate (Schedule A) 1
2. Stocks and Bonds (Schedule 8) (2)
3. Closoly Held Slock/Pannership Interest (Schedule C) (3)
4. Mungage' and Notos Rec.lvaolo (Schedule D) (4)
5. Cash, Bank Oeposils & Miscellaneous Persooal Property (Sch. E) (B)
6. Jointly Owned Property (Schodule F) (6)
7. Transfers (Schodule G) (Schedule L) (7)
8. Total Gross Assels (tolal Lines 1-7)
9. Funeral Expenses, Admlnl'!itrallve Costs, Miscellaneous
Expe"sos (Schodulo H) .
lP, Debts, Mongage Llabllitlos, Liens (Schedule I)
11. Total Ooducllons (tolal Lines 9 & 10)
12. Net Valuo of Estate (L1no 8 minus Line 11)
13. Chorltablo and Governmental Bequests (Schedule J)
14. Net Value Subject to Tex (L1na 12 minus Line 13)
16. Spousal Transfors (for datos of death after 6-30-94)
Sf'e Instructions for Applk;:able Percentage on page 2.
(Include values from Schadule K or Schedule M.)
16, Amount of line 14 taxable at 6% rate
(Include values from Schedule K or Schedule M.)
17. Amount of Line 14 laxable at 15% rale
(Include values from Schedule K or Schedule M,)
18, Principal tax due (Add tax from Line 15, 16 and 17.)
19. CredltslSp Poverty Prior Payments Discount Interest
0.00 + 0.00 + 0.00 0.00
ZO. II Line 191s grealer than Line 18. onler the diffarence on Line 20. This is the OVERPAYMENT,
[K] 0 ~ hero I; you aro ,equ!"tlng I rofund of your ovorpay;;;;nt,]
21. II Line 16 is groater than Line 19, entel the difference on Line 21 This Is the TAX DUE.
A, Enter the intorest on the balance due on Line 21A
8, Enter the lotal 01 Line 21 and 21A on Line 21B This is the BALANCE DUE,
MIke Chock PI ablo to: Re lIto, 01 WillI, A ont
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ...
Under penalties of perjury, I dllclale lhilfiliay& oxamlned lhl!llelurn, Including accompanyl~ 8chedulofl and stateMents, and to the b8llt of my knowledge Bnd belief, ills true,
correcl and complote. I declare lhall.ill real estato has been repO/led ill true markl'll valul'l. Dee lara lion of prep.)"r othellhan the perstlna' represent_lhlllls based on.U lnforn~tlon of
which proparer has IIny ~nowlftd90
Count Cumbor tHnd
(IF APPLICABLE) 9URVIVING SPOUSE'S NAME (lASTJlfHiT AND MIDDLE INITIAL) SOCIAL SECUAITYNUMBER
-oz: Supplemental Roturn
D 4.. Futuret Interest Compromise
(for datos 01 death after 12 -12 - 62)
08, Decedent Died Teslat. 0 7. Oecodont Maintained a Living Trust
(Mach copy of Will) (Anech a_copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION "SHOULD BE DIRECTED TO:
..
X I, Original Return
4. Llmitod Estate
06,
a 8.
COMPLETE MAiliNG ADDRESS
n-97-3?7
YEAf~
NiJMBER
AMOUNT RECEIVED (SEE IN3TRUCTIONS)
0.00
Remainder Return
(for dates of death prior 10 12-13..82)
Fedor.1 Estate Tox Return Required
Total Number of Safe De~os~ Boxes
Carlislo
IRWIN, McKNIGHT & HUGHES
60 West Pomfrot Street
Esq.
PA l'1013
. 0
None
None
None
8,056.44
1,048.45
None
R
E
i
p
I
T
U
L
A
T
I
o
N
(9)
32,984.98
(10)
61,696.59
(18)
0.00 X
(18)
(B)
101,604.89
(11)
(12)
(13)
(14)
94 ,681. 57
6,923.32
None
6,923.32
0.00
352.l,9
2..J 874. 8? X .06 '"
157.27
~
(17)
1,048.45 X ,15 '"
509.76
Nolson B. Sr. & Eva M, Dougherty
1536. Long" Gap ,Road... _, _,
Carlls]e, PA 17013
ESENTAIIVE IRWIN McKNIGHT & HUGHES
60 WeHt Pomfret Street
Carns] ;':PA"" l7Cif:i
C
o
M
C
I
!
N
(18)
(19)
(20)'
0.00
0.00
(21)
(21A)
( 218)
509.76
0.00
509.76
OATE
/~.11.97
DATE
~.f7-q7
For~(Rev,?94)
f""1
1::'iiii"riTi!Mf:r~T Olt.l\flOffJ i Or; '1'1.1 ""Ali'lrlHlI.i' -- -"'I1im~tiljJA
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IllIII UIIMtI ~A'tA"LI! III uomloorlot~ WIHl UlAU
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IUI~ 101lllOisUlllnl %
WAII~ltlJ~HITdd'~ ~'."'-'"-'"-~'~~~~-~'.'---'--~-~~~~"""~-'-'-+~-'.~..'~" ~.~-~----~-~ . ~~~...--~~~-
IIQ'1 cl;ifi~--~'....----~-.~--'_.,.."'-~--.--.-...,.~.~---~.-...-'--"~~-~-'--. ___.~.~_.,;-".-o........~_ ~~-............--
-OOi\Gr;-ali;;t;!HWHllIl rPii"'. ~___~_c_, , . .
nolI, Mnilgllgil ii\Bllf~fld07im;r[;;Hi"iorl Pon \0 -----........-.---,.,-~.~-.-,.. .....--.....-.................".... -..;.o,"~'_~~___,~__
n01. AlISllHlllllnn r-i,.1--------... ---.....--.--.-- ...-...--..-o____~ _............0-.,.__-'-'
,;;n)Q,,~, l1re~_______,'~ila.!!l.'!!El1_Mof:t,g"\1e. ,,_~- , . 230,01[
'''' 'I'll" aerv,' runoter\1 Mot't!l!!lle . '94,00
iiiiiFfi!-:-cet't, ---- ruasl:erllMorl:2ge -- 23,00
~L^ppl Feo _______________~_.__".,mIL.gLElt:I\. Mor'tqaq€l '32BPOC)
QOO ITeMS RIQUIRIiD BY LEiHtHHt TO lIE PAil> IN 4DVAtHH! . '
~. ~*~:::;~:~:~~;:'"~' '~-'" ~"~--~ ....1. .-'''l~'-~
looo:RiiiRViiDiiiiOSl1fiD WITH lI!NDIiR"jio~-------~~- . ~-----.
1001. fln2QltllnRtlfUnno 4 1110 c~9-;'r6 /rn;--T'":
1002 M.1I\(ii\ijOiils~-- mo @ ~ Imo,
IOUJ, CHyfTown lax l1\o.@$ ImQ
Hl04 Cmmly tn~ 7 Illotb$ 22 ;96 Imo,
looli Au&ssmenls 11\0.@$ 11110,
1006 Be)Oo tax 3 ino @$ B6, 54 {1II0,
1007, 11\0.0$ Inll)
1006 AggrAdtust 1jK;@$ Imo,
1100 'tlfLI O~IARau
1101 SelllllMnl or c;lo~lllQ IUflln--
1102 Ahslraol Of lUlu eMIOIl 10
IIOJ 1'11Ioo~t1l1ilmilion In
1104 ill1o(n~llrllnc(1him1tH 10
1105, D(lCUmOnlproplllllllrm 10
1106, Noiuryloos In
1101, Allornoy's foos In
(lfiCludoli IIbovo 110m!> No.:)
I WB llllalnsurnnco 10 Secured 'Land Transfers
(1I1011ldolllltmvo IlQIf\~ Nn ) End, 100 , 30 Q.,B , 1
1101/ lurtdor'sCovUfnon$ B7, B75
\110 OWnfll'S UOVOIIlQlI,$ 92 i 500
1111 Disb, Fee Sedlti:ecr-r;and 'rransf:erEl
1112 MaIrFEle Secured Lland Ifratlaferfl
\113 ColI ,Acct, Ie Sysl:em
!200 QOVlRNMENT f\l!OORDIt~Q ANO TRANSPER CHAROIlS
i201 nltcmdlng lOllS: Dood.1; 23 ,50 M(Jlllllt\JfI$ 27, 50 ~lig(),.$
1202,Olly/coIJrlIVlaK/alolllp!l; f)(llJrI$ 925. OOMorl\J(\~o:!i
1203, Slnlola~/slnmr;s Ouud$ 925.,OOMoli(Jli\JO$
\2()4 HO Inspect
;205. 9_U2!! seh, ___..___
13M, AOOI1IONAlSUllEMIlIH OHARGES
IJOI SIIlVOY 10
1302 Posllnspocllllrt 'ii;-- a'owara !)eot-fgptroL_
I:lWI SepticCert _----EJJJ-}Jburg Sept.~ _
130,1. Well Cert AIlIf;ll':iSpec
1305 HOWarran~~...:......____,~~~.~~Jn.~rican lloma ;S1ileld
14(1'). TOTAL BETTU!MENT 0I1AROti9 (OIl~"1 ullli!lu~ Ifl1, ,~d illl~; f,,,ullu(l~ J:Hld Kl
"" II 11,11111 ',,^'II,1I111
M,MCK\light
Cash
-o-=:::=E
SI==1===
~
(POC
5.00
5,00
51. 00
925,00
925,00
Robin 1fOITellbafger
1038.'19
5174,38
30,00
lSD, 1l~
2!10, 00
360,00
9394,49..
!,~rl;H .II!O~ 1t11,1 n" 1"11.11111 i. "''''JUIU'!l,;, S!llll'JlHiml AII''''II''' II,,, '1""'1"1<, I "I IhluU",lll"III'"III,t,'I'1 kl 011001. Ii. ;hnViII 'III 11m IllIll' I r'ijlllull"jnl SHlnnlll,,1 ~'IIII'IItt'll'l AU;lolll",ol'y "~fl"'1i~1
lo.u,vn' It", <I\lhll" (l"r,,~ll'tl,V '11",,,,..1, ""11..,'1,,,1 I'" oI,~I"".""",,,I", ,II. ,,,I"lU,1 j",a,i"lI ;(,,"'''IIIIIU;( 1'",1"",11'; ;""''''11 III.hllil",I' qll'l I" H;,ul,1 'I"Y ;"lmUII 11" "~tI",lIl" II. "'II" ~~"".."l ~~ ~d,f'II"MI
,'nilll,qll'~Ii<;o 1m 11"'1"11"'''1'' Ihi.lI;II.,;.,d;.."
HUD OIiRTIFIO^T10N OF bl,lVHRS MID tlliLLll'lHI
lliavo lJlHOllilly r'lVIIlWOlllho I lUll. 1 50111(1111)111 fll~lflmollllllt{llo Ihll hlJ~llll lilY ~!luwluil~Jo Bnd hollul, III, 1I11lto Mlfl al~IHi(~ll1 ~lnlottlllt,1 ()[ 1111 IO<,1fjll''' /lnd {li~hilfr.lJUlOlll~
ttllldo on nl' ncol ;,l 11'1 II'd In Illi~ 1~1I "1\ I hlllll'll lJQ,\ily Itlill I' lt~V'J IO'l'lIV'ld Il <)i1I'Y of Ihll HtlfJ.1 Sllllf<:itnQnI8lil!'1IIItHll
. ~/-rL .7?~~~~D/r!
Jlei:n.d:--2~~/L__-LL.:L7- CLffJ._~, ~
n'lynrl"U"lIl1W'Ir',Slut,;jllllll f;"II"",SIO'''II;i,n
IILIV'I('~ ^,Id,n~' ~ I'llIIluI (<,,11,,,', II"V. A,j'I"'" ,\ 1'1>,'"'' ,
.--.-----_._--~----~"'-~-~~.
Iho lIlHI.ISulll"HlUI.1 !)I;tI"'I~,1 ~,t,h,h I l,w"~'''''''I'i ~ II"" ,I "'''''''''11" """""111 "I 1I,1'i lIi,"Ud'.." 11"1,,, ","".,,1 ,.r,w7 "'I"'" 110" I>UHH 10, 1>" ,1""""""';11 ,,,,,,,.,,1,,,,,,,, "lilt 1I,i~ '1;t1,,(lI"I:I,
L,). _____.__~,~_~ I c1.ld~1-----,-- --.
H"III""""IIA\lIl"1 I 1)'11"
WAI II 11I11)'1\:' 111:' \'I~',U;.I,':"i,~H!:",'w:r. 'j~;\; il .~',I,I:\,~, ',c'i.' ",,,:;;11'1,1,, II", 11".1," I ',1,.1", "" lllh '" .'1'; ""..I,,, I""" I'"" 1" "", "I '. ,', "''''','h I" '" " 'I" 'h; I", I" ., Ii.... ",,,,I "1'1'"'''''''''''' ,I I '" '11:;!;:.h "..,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Itl
Nelson B.)Jougherty ,Sr..and_~v.at1~_ DOUJ,\~er:tx__._,__ -.-- -.-. - ....
b.ing duly . ._~.W9.rI1. ,_. according to law, d.pos.s .nd ..ys th.t th.y.,. .1lrILthe._ .......-~
_ _ .. __. administrators . 01 the Es..t. 01_.~.cls()l1.J\,..[)ough<>rtYJ..J!.L-.. .n__'''___'_
lat. QI ..__ North, Middleton Township -, Cumb.rl.nd County, Po., d.c....d .nd th.t tho
within 10 an Inv.ntory IYlad. by NelBon B.IX-.ugh"rtY,Jir,u & Ilva M,..Dougherty .-, tho ..id. .,A.<!lU:llllsn'!.t-,,!.~...
01 tho .ntlro ....,. 01 .aid d.e.dont, con,istlng 01 .11 tho p.rsonai prop.rty and roal .slat., .xc.pt r..1 .st.te ouhid.
the Commonw.alth 01 P.nnsylvanla, and th.t the ligur.s opposite oach it.m nl the Invontory r.PI....nt it's I.ir v.lu.
.s 01 the dot. 01 d.c.d.n". d.ath.
Sworn
..___. and subscribod belor. m.,
7l.J.Mw8.1'\..JL.~.,~ _1!~.4i~>
Nelson B. 1.~tf;.'1'r. ~d",lfdlt"tOf Ilva M. ~iertytf
15.3~ T,OI1B~. Gaj,R.o.A_L.
J I' Inri;; I Soal
aequo Inn L. M/haugll N t
Cmlislo Bora Cljmberla ~ gry Public
My commiSSI?r1 Expires A~. 1 ~,~';~m1
Mmoo-, P.,V-..yIvar/a AO.'1Od8iijj; of NoIune.
01 O..th -...----~~..-~---..--.-.-----.~------
g.'!.rg~le_,__P.L1ZQ.ll..~....___-_
Add'.1I
97
Date
D.y
Month
-
Year
INSTRUCTIONS
I. An Inventory mu.t b. fll.d within thr.. month. alt.r appolntm.nt of p."onal r.pr..entatlv.,
2. A .upplem.nt inventory I"nU.t b. filed within thirty days 01 di.cov.ry 01 addition. I aneh.
3. Addition.1 sho.ts may be attached .s to person.lty or r.alty
4. Se. Article IV, Fiduciaries Act 011949.
I
I
I
I.
il
~ i <Il
8 l!! H ~
H
. H
f;: ~ g " !il
..... ' < " .
N 2 In .... " 1 ....
"
.... 0 lIJ ~ t:l .d r '"
I :I: :d
..... !Z Co t.!> - ~ ~ ~
Q\ ..... ... u- p '1J .;
I u- ... jj 0 0 ~ ....
... W 0 < A t <J ~ H
N > Z 0:: :E: ~
Z 0 . '..q
Q "" .... " . ~
III ~ " <3 <I
0 0::
Z lIJ ~ 0 ~
Co z 11 ~ .
~ ... .. OJ ~
;:: I-< ~
0 " ~
.A "i ...
. E 0
..
" 13 if 0
... III
. ,
~J<:rJJ<:t\sl~
FOR AND IN CONSIDERATION of Ihe stlln of Fifteen.thousllnd DOLLARS ($t5,OOO)
p!lid to the ullderslgned, Nelsonll, Dougherty, Sr. and Eva M. Dougherty as ac1ministrulOrs of the
Estate of Nelson B. Dougherty, Jr" (he recciptund sufficicncy of which is hcrehy acknowledged,
the undersigneu ugrcc to fully release, discharge, hold hlll'mless, and indemnify Allstate
INSURANCE COMPANY and Ear! W, Arter, Barbara Arter and Ear! W. Arter, Jr., und all other
persons, associations and l'Orpomtiolls, whethcr 01' notnamcd hcrcin, their heirs, cxecutors,
administrators, successors, assigns uud Insll1'ers, und their respective agents, :;ervunts. employees
und utlorneys, from uny 01' all cuuses of uotion, c1uims und dcmands of whatsoevcr kind on
uccount of all known. and unknown Injuries, losscs and damages allegedly sustained by Nelson
B. Doughwy. Jr. on March 26, 1991, and. speeificully, from any claims, 01' joinders, for sole
liability, contribution, indemnity 01' otherwise us a result of, urising from, or in any way
connected with injuries sustuined by Nelson B. Dougherty, Jr. and on aecount of which aLegal
Action wus instituted by the undersigned in the Court of Common Pleas, Cumbc.rlund County,
Pennsylvaniu. al Docket No, 98-1665 Civil Tcnn. und the defense and bundling thereof from the
inception of Ihe claim until the dute of this Full and Final Releuse. The undersigned understand
und agree thut the ucceptunec of suid sum Is not an admission of I iubility by any purty numed
herein. It is expressly understood und agreed Ihut this Releuse and settlement is intended 10 cover
and docs cover not only all known injuries, losses, und dumages, but aay further injuries, losses,
and damages which mise from or ure related to the occurrences set forth in the Legal Action
noted ahove and the handling und defense thereof.
It is fmther understood und ugreed that this is the complete Release Agreement, und that
them are no wrillen 01' oralllndcrstandings or agreements, directly or indirectly connected with
COHHONWEALrH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIUIDU~L TA~E5
U4tt{RITANCE TAIt DIVISION
OEPT. U060l
IlARR1SlUflQ, PA 17121<06\U
NOTICE OF INttERITANCE TA~
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEOUCTIDN~ AND ASSESSNENT OF TA~
03-23-98
DOUGHERTY
03-26-97
21 97-0327
CUMBERLAND
101
C AMount ii.~.!,,!.!.'~
HAKE CHECK PAYABLE AND REHIT PAYHENT Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ....
Rifv:i54-j-EX--AFP--io9-:9;i--NOT-icE--6F.i-NHE~-IfAN-cE-T.AX-A.PPRA.fsEi1ENj~--ALi.oWAN.CE-ifR----.-_.._-------
DISALLOWANCE OF' DEDUCTIONS AND ASSESSHEN'f OF TAX
NELSON B FILE NO. 21 97-032" ACN 101
DATE
ESTATE OF
DATi! OF DEATH
FILE NUHBER
COUNTY
ACN
MARCUS A MCKNIGHT III ESQ
IRWIN ETAL
60 W POHFRET ST
CARLISLE
PA 17013
ESTATE OF DOUGHERTY
TA~ RETURN WASI (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schedul. Al
2. StoGk. and Bonda (Schedule B)
5. Cloa.ly Held stock/Padnlr,Jdp Int.r.st (Schedule CJ
4, Korte_gas/Not.. Rlcelvable ISchedulo D)
i. Ca.h/Bank DlPOI1t./H1Ic. Parson.l Property (Sch_dull E)
6. JoJntly Owned Property (Schedull Fl
7. Tranlfarl (Schedule G)
e. Totol Au.til
) CHANGED
U)
(2)
(5)
(4)
IS)
(6)
(7)
92,500,00
,00
,01.
.......Jl..Q..
8,056,44
1,048,45
,00
(8)
APPROVED DEDUCTIONS AND EXEHPTIONSI
~. Fun.ral E~p.nl.I/AdM. COlt./Hi.a, E~panl.. (Sch~dul. H)
10. D.btl/Hortg.ga Liebllitia./Lienl (Sehadul. Il
11. Tot.1 D.duction.
12. N.t Value of Tax Return
13. Charltab1a/Governnant.l Requa.ts; Non-.lect.d 9113 Tru.t. (Sehadul. J)
14. N.t V.1us of bht. Subjact to Ta)(
(9)
(10)
32,984.98
61.696,59
(11 )
U21
(13) _
Ui.)
*
1(j'\I~1 U I" dt-lIl
NEL SON
B
DATE
03-23-98
HOTEl To in.ur. proper
oredH to your aocount,
.ub.it the upper purtlon
of this for. with )lOlJr
bx pa:/".nt.
10i,604,89
94.681 G7
6,923,32
,00
6,923,32
I1 an assessment was issued preViously, lines 14, lS and/or 1&, 17 and 18 will
re1~ect figures that include the total 01 ab~ returns assessed to date.
ASSESSHENT OF TAX:
15. AMount of Lina 14 at Spou.lll rat. (15)
16. Al'lount of Line 14 h)Cabl. at Une.l/Cla.. A r.t. (16)
17. Anount of Lin. 14 taxabl. at Collat.raI/Cl... 8 rat. (17l
18. PrlncJpal Tax Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
12-18-97
RECEIPT
NUHBE R
AA242576
DISCOUHT (+)
INTEREST/PEN PAID (-)
,00
,00
5,874,87
1.048,45
~ ,00,
~ ,06,
~,15,_
(18)
.00
352.49
157,27
~09,76
AHDUNT PAID
509,76
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATIDM OF ADDITIONAL INTEREST,
509.76
.00
.00
,00
IF TOTAL DUE IS LESS THAN *1, NO PAYHENT IS REGUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE QUE
A REFUND. SEE REVERSE SIDF OF TIlTS fORH FOR TN~TRtlr:TTONC;. 1
"'tv ItiOO EX t (7 !HI
INEllEE ClleTYRN
JOn DATE:~; O~ [)rM~ Af'! ER W.l1111 CHECK HEnr
IrA';POU',AL ['-1
.!~QYU!r.r.fmJ!!.U~.E1A!~JJl.__. .,~_ ..~.~_ ....__ _"__
FII.E NUMBER
717-21,9-2353
1. Reol Estote (Schedule A)
2, Slocks ond Bonds (Schedule BI
3. Closely Held Slack/Partnership Interesl (Schedulo C)
4. Mortgages and Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch.
6. Jointly Owned Propeny (Schedllle F)
7. Tronsfe" (Schedule GI (Schedule I.)
8. Total Gross Assets (total Lines 1-7)
9, Funeral Expenses, AdminiSlrative Costs, Miscellaneous
E,ponses (Schedule HI
10. Debts, Mortgogo Liabilities, Liens (Schodule II
11. Total DeductIOns (tolol Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Lin< 11)
13, Charitable and Governmental Bequests (Schedule.Jj
14. Net Value Subject to Ta, (Line 12 minus Line 13)
15. Spousal Transfe" lIor dates 01 dealh aher 6-30-941
See InSlrucllons for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M,)
16. Amount of Line 14 taxable at 6% rate
(Include values Irom Schedule K or SChedule M,)
17. Amount of Line 14 taxable at1S% rate
(lncludo values from Schedule K or Schedul.g M,)
18, Principal ta, due (Add la' from L1n. 15, 16 and 17.1
19,Credils/Sp Poverty Prior Payments Discount Inlerest
0.00 + 0 . 00 + 0.00 0.00
20. If line 19 ;s greater than Line 18, enter the differflnce on lillO 20. This is the OVERPAYMENT,
[[] 0 [ChICk her~...!!.!.!equI.tlng a rolund of you,.?verpaymlnt,!
21. If Line 18 is greater than Line 19, enter the differenco on Line 21. This is the TAX DUE.
A. Enter the Interos! on the balance due on line 21 A.
9. Enter thelotal of Line 21 and 21A on Line 21B. This is the BALANCE DUE,
Makl ChIck Payabll to: Register of Will.. Agent
. . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Under penallms of pltqury, I decl<1/f1 Ihal I have examined this lelUrn, Including accompanying 9chedule9 and slatemllnls. and to the best of my kn(lwledgo and belief, II i!llrUll,
corrljC! and complele, I ddcla/e thaI all roal eslale has been roported allruo IIlIJrLel value Dtlclaralion of prlJparOI olhu, than the por!lonill represenlative is DM10d en all informallon of
which p/eparef has any l:.nowledgll
SIGNATURE OF PERSON AE ONSIBLE FDA FILING RETURN Nolson B. Sr. & EVll M, Dougherty DATE
153~ )..on(I s. .Gap.Road. H' .......... _ _ _'"
/) Carlisle, PA 17013
;;;C;;~;;;;EOF R ~R)'fi'OTfIEATHANAEPAE5ENTA"VE IRWIN McKNIGHT & HUCHES DATE
// // P;1/} /1 60 Wost. Pom[cct Stcoot _ _.. _ .... _..
~~ ( ~~ Clldi:;!o, PA 17011
Copyright ,Cl 994 form 30llwIlre only CrSY'.ilflm5. Inc, ---- For~ (Rev, 7:g4':
CAB
H P L
E P 0
C R C
K 0 K
P S
C p
o 0
R N
~ ~
5 N
- T
IR"IN, McKNIGHT & HUGHE:S
60 West Pomfret Street
Carlisle PA 17013
9 ,5 0.0
None
None
None
8,056.41,
1,01,8.45
Nono
(:oM~~~~'1,mrt\"rF'~J(,'jt;fMM"A
H'''R''lg[j~~1~f~, \".060 I
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
r,o\HlT Y CODf.
D
E
C
E
D
E
N
T
OE<:F.OENT.S NAME ILASr. "lAST AND MIDDLE; ItIITIAL)
D()ugh_~.0:.Y_____ ______-0.)~l" 0"_,__,_______11_.__
~jOGI.6L SECUftlT'( ~IUMElEIl DATE OF DEATH DATF. OF [IlfHII
163-52-0747 03/26/1997 O~/I~/1~58
Cot/nil Cumberland
II: APPLICABLE) 'UAVIVINO 'POU5E s NAME 'l.AS! Fin:,! A;;;;:'IU:E7NITIALi10CIAL SECURIfY NUMB"R
X 1, Original R0(Urn ---crz.- Supplement,)1 Roturn
". 4. LImited Estate D 4a. Fuluro Inlore!lt Compromise
(lor dates 01 dealh after 12-12-H2)
o 6. Decedent Died Testate D 7, Decodent Mainfalned a Living Trust
(Allach copy of Will) (Attach a copy of Trustl .
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
[)f.C[flfJJr-'.; COMI'L[;T[ ADDAl:S~;
7S1) LOTlWi Gnp Road
Carl l,;l fJ, I'A 17013
06,
o a.
NAME
Marcus A. McKnight III
TELEPHONE NUMBER
COMPLF.T~ MAILINQ ADURESS
Esq.
R
E
C
A
P
I
T
U
L
A
T
I
o
N
1)
(21
(3)
(4)
E) (6)
(5)
(71
(9)
32,98/,.98
(10)
61,696.5~
(16)
0.00 X
(16)_
?1-97.3?7
YEAn
~lUM(Jf!H
AMOUNl AECEIVEDiftEE INSTRUCTIONSI
0.00
Remainder Return
lior dato, 01 dealh prior 10 12.13 -82)
Federal Estale Tax Return Roquirod
Total Number 0/ Safe Deposit Bo)(o!j
(8)
101,604.89
(11)
(12)
(13)
(14)
911,681.57
6,923.32
None
6,923.32
,
0.00
5,874,87 X .06'
352.1,9
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
1,048.45 X .16'
(18)
509.76
157.27
(19)
(20)-
0.00
0.00
(21)
(W)--
( 219)
509.76
0.00
509,76
/5- / 7,;;.. :;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
8UREAU OF INDIVIDUAL TAXES
lNttERlTAHCE fAX DIVISION
DEPT. 280'01
HARRIS!URa, PA 171ZIMD601
'~TICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLDHANCE
OF DEDUCTIONS AND AnSESSHENT OF lAX
03-23-98
DOUGHERTY
03.'26-97
21 97-U~27
CUMBERLAND
101
[:- A.~~=~l~t'd~-l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R E"V: is,'-j" iif" AFii"Coii:97riiiifi c r -ci F - i"NHEifiTANC E - TAX - lip pilii fSEiftfiii" ~ - -Ai rciwAN"': E- ifri" U - - ---- -- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEN.r OF TAX
NELSON B FILE NO. 21 97-0327 ACN 101
DATE
ESTA TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MARCUS A MCKNIGHT III
IRWIN ETAL
60 W POMFRET ST
CARLISLE
ESQ
PA 17013
ESTATE OF
DOUGHERTY
TAX RETURN HAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE RfiVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estate (Schedule AJ
2. Stoek. end Bonds (SQh.dul. 8)
3. Clo.ely Held stock/Partnership Inter..t ISchedule C)
4. HortgMg.s/Hot.. Receivable (Schedule Ol
S. Cash/Bank Deposlts/Hisc. ~.r~on.l Property (Schedule E)
6. Jointly Ow".-c1 Property (SClhndule F)
7. Transfer. lSch.dule Ol
e. Total Asset.
(1)
(2)
(5)
(41_
(5)
(6)
In
) CHANGED
92,500,00
,DO
,DO
.00
8.056.44
1. 048 ,~?..
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Fun.reI E~pens.s/Ad., (o,t,/Hi.c. Expen.e. ISchedule H)
10, Debts/Hortgag. Li.blliti../Lien. (Sch.dule 1)
11. Tot.l Deduotinn.
12. N.t V.lu. of ,.~ R.turn
15. Charlt.ble/GovernMent.l B.qu.stS) Non-.llct.d 911~ Trust. (Schedull J)
14, Net Valu. of E.tat. SUbjMct to T.~
(9)
(10)
32,984.98
61.696.59
Ill)
(2)
113)
(4)
(,
.--,
*
'n."41 If.H Ht.HI
NELSUN
B
DATE
03-23-98
HOTEl To inlur. proper
credit to you~ lecount,
lubftit the upper portion
of this forM with your
tlX pDy"ent.
101.604.89
94.681 57
6.923.32
.00
6.923,32
If an assessment wes issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of !bh returns assassed to date.
ASSESSMENT OF TAX:
IS. AMount of Lin. 14 .t Spou.al rat. (IS)
16, AMount of Lin. 14 t.~.bl. .t lJ"..I/Cla.. A rat. (16)
17. AMount of LJnl 14 tl)C.ble .t Call,t,rll/Cl.s. B r.t~ (17)
18. PrincipII TI)C Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
12-18-97
RECEIPT
NUH8ER
..AA242576
DISCOUNT 1+)
INTEREST/PEN PAID I-I
.00
.00
5.874.87
1,048.45
X . DO.
M .06.
M ,15._
(8)
AHDUNT PAID
509.76
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,00
352,49
157.27
509,76
509.76
.00
.00
,00
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREon" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
r-~
,',
'I}
C;l
,")
c
L, ii' ;"
Cld
RESERVATION I E.t.t.. of dlcedtnt. dying on or btfort o,ollb.r 12, 1982 ~~ If tnv futurl In1.rt.t In the ,.tttlll tr,"'ftrrtd
In po.....lon or Injoy.tnt to Cle.. . (ooll,ttrel) b.nafloJarle. of the aac,d,nt aft.r the axp!rttlon of thy ,.tat. for
lif. or for y..r., the Co..anw..1th her.by IMPra..1v r...rvfII tM right to apprth. and ...... tran.f,r ;ll1herltltOC. Tax..
It the lawful Cl... B (0011ataral) r.t. on .nv .uch futur. Inter,.t.
PURPOSE OF
NOTICE I To fulfill th. rlqvl,...ents of Section 2140 of thl tnh.rltancl and Eltlt. Tax ,\ct, Act 21 of 1995. (72 P~S,
Sllltlon 9140),
PAVHENTI Dttach tha top portion of thi. Notlc~ and tub.it with your pay..nt to the R.al.tar of Wili. prlnt.d on the raver.. .Id..
--"aka chick or 10nQY ord.r p.yabll tOI REGISTER OF MILLS, AGENT
REFUHD (CR)l A rlfund of I t.x ortdlt, which wa. not requ..ted on the Tax Rtturn, ..ybt requ.sted by c~l.tlng an "Appllcltlon
for A.fund of Penn,Ylvanla Inh.rltanca and E.tat. Tax" (REV-l!l!), Application. arl Ivallabil at the OffiCI
of the Reglst.r of WillI, any of the 2! Rtvlnu. Dl'trlct Offlo.., or by call in; the,p.olat 24.hour
IIn.NtIrJng ..rvloa nlllberi for fOri' ord.rlngl In Penn.Ylvanla 1-800-:562.2050, outlid. P.nnllylvanlland
within 10~ll Harrl.burg ar.a (117) 787.8094, TOOl (117) 172~2252 (Hlarlng Ilpalr.d Only).
OBJECTIONS I Anv party In int.r,.t not .fttl.flad with tht appralle..nt~ allowanc. or dl.al1uwanoe of daductlon., or .....I..nt
of tax Oncludlng dhcount or lnt.rut) a. .hown on this Notice "ult objtct within .lKh (60) dey. of recalpt of
this HoUce bYI
--wrltt.n prot..t to the PA 0,p8rt..nt of R.v.nuI, Iloard of Appaah, O'.pt, 281021, Harrhbl.lrg, PA 17128~102l, OR
-~llIcUon to hlv, tht aatbr deter.lnld .t audit of the aCCQunt of the p.r.rma1 r.pra..ntatlve, OR
--app..1 to thl Orphan.' Court.
ADHIN
ISTRATlVE
CORRECTlQHS I
Faotual arror. dltc(lverld on thh u.....ent .hould blt adcirt.ud in writing tOI PA D.pa..t".nt of R.ventll~
Bur.eu of IndJvldual Taxe., ATTNI po.t A..a..lent R.vi.w Unit, Dept. 280601, Herrl.burg, PA 17121-0~Ol
Phon. (11) 1~7~650S. St. paal S of thl booldet "In.tructlon. for Inheritance Tal( Ratl.lrn for I Rulchlnt
D~ld'nt" (REV-ISOI> for an 'KPlenatlQn of ad.lnl.trMtlv.ly corr.ctab\. error..
DISCOUNT I
If any taK due I. paid within thr.e (~) cal.nder gnnth. after the d.c.d.nt'. d.ath, e flv. p.rc.nt (5X) dl.count of
the tax p&ld I. .llowld.
PeNAL TV,
Tn. IS:: till( aM..ty non-particlpaUon plnalty 11 co.put.d on thl tot,lI (If the tax 3nd Inhr..t ......H, and "ot
paid befor. Jenuery 11/ 1996, thl flr.t dny efttr the end of th. taK ..n..ty ~rlod. Thl. non~partlclpltlon
plnalty I. app.alabl. In tht .a.e .ann.r and In the the ,..a ti.1 ~erlod .. yOU would app.al the t.~ and lnter..t
that h.. bl.n .......d a. Indicated on thl. notlc..
JNTERESTI
Inhra.t It chargld blglnnlnB with flr.t day (If dellnqu.ncy, or nln61 (91 .onth. and on. (1) day fro. th. data uf
daath, to thl dati of pay...nt. Yax.. uhlch b.ca.. d.llnqulnt b.for. January I, 1982 b.er Inhr..t at th. rata of
.Ix (6X) Plrc.nt p.r annul cIlculat.d at a dally rata of .1)0011:.4, All tax.. whiCh b.cHa d.llnquant on and Ifter
January I, 1982 wtl1 b.ar Int.r.nt at . rate which will vary frol calendar yaar to cal'ndar ya.r with that rata
announc.d by the PA nepart.lnt of R.v.nu.. Th. applloabla Interest rate. for 1982 through 1998 ar'l
'!!!t Inter..t Rat. Dally Inter..t Factor ~ lnter..t Aate Oallv Int.rll.t Factor
1982 20X .0005"1\ 1987 .~ .000241
1983 16;: .000H8 1988-1991 11% ,00nol
1984 11:< ,000301 1'J92 .~ .000247
19ft5 m ,000356 1993-1994 n .000192
1986 10:< ,000274 1995-1998 .~ .000247
--tnt.r..t I. a.lcul.t.d .. fol10w.1
INTEREST' BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST f'ACTDR
..An~ Hotlc. l"~d aft.r the tax b.cDl.' d.llnquant wJIl r.fllot an Int.r"t cnlculfttlon to flft..n (15) day,
b.yond the date of the ....I..ant. If p.~..nt i. ..da If tar the lnttr,.t coeputatlon date .hown on the
Hotlc./addltlon.1 Int.r"t lIU.t ba calculatad.
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