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HomeMy WebLinkAbout01-0958 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Nl\NCY JUNE DOUGHERTY also known as No. To: 21-01-958 Social Security No. Deceased. 210-28-3383 Register of Wills for the County of CUMBERLAND in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above dect:dent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 2940 Beverly Road, Borough of Camp Hil~ (list street, number and municipality) Decendent, then 65 years of age, died ~ Holy spirit Hospital May 25, 2001 Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 850.00 $ $ $ $ -0- Petitionec_ after a proper search h~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence James J. Dougherty on 2940 Beverl Camp Hill, PA 17011 J. Robert Dou THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~ '" ~ ... u <= ... ~~ "'~ ....... ~... <= -00 c'';::::: C':S";:: ~... ~o... ... '- ;:;0 0; <= 00 Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 15th day of OCTOBER 2001 J i411fo{~~~0f.irty I l --- en --- II) .... ;:1 ..... ~ = tlO i:i3 Register No. 21-01-958 Estate of NANCY JUNE DOUGHERTY , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW OCTOBER 16, 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that J. Robert Dougherty is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to J. Robert Dougherty in the estate of NANCY JUNE DOUGHERTY FEES Letters of Administration $ 18.00 Short Certificates( ).......... $ 3 . 00 Renunciation ................ $ JCP $ 5.00 TOTAL _ $ 26.00 /Filed ...~9:-.1.~-;?P.qL..... A.D. Ji91L- Register of Wills ~~ MiCha~~. Cassidy (82164) JOhns~ u Duffie, Stewart & Weidner ATTORNEY (Sup. Ct. I.D. No.) 301 Market st., P. O. Box 109 T.PmnynP, PA 17043-0109 ADDRESS (717) 761-4540 PHONE I . d REV"1500 EX (6-00) "'l , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 "1 - \ L\-\ l.-\ REV-1500 I-- Z W C W o W C w ~ ~Sen OO:::~ W~O J:oo 00:::-' ~tll ~ <( INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DOUGHERTY, NANCY JUNE DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) May 25, 2001 April 27, 1936 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) J. Robert Dougherty FILE NUMBER 21_01 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 210 28 ~ \:- --- 00958 NUMBER 3383 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER !KJ 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (dale 01 death between 12-31.91 and 1.1-95) 204 - 26 8251 o 3. Remainder Return (dale of dealh prior 10 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) ~ Z W C Z o ~ en w 0::: 0::: o o Michael J. Cassidy, Esq. FIRM NAME (If Applicable) Johnson, Duffie, stewart & Weidner TELEPHONE NUMBER (717) 761-4540 COMPLETE MAILING ADDRESS 301 Market st. P. O. Box 109 Lemoyne, PA 17043-0109 NAME 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 876.80 iOFFICIAL USE ONLY 876.80 (11) (12) (13) 4,731.00 (.1,854.20) -0- 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o !;;: ...J :) !:: D- c( o w a::: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) (6) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (9) (10) (8) 4,731.00 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ :) D- :!: o o >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 -.0... (15) 16. Amount of Line 14 taxable at lineal rate x .0_ (16) x .12 (17) x .15 (18) 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (14) -0- -0- (19) -0- RFV-1503 Ex + (i-97) .. ESTATE OF SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT DOUGHERTY, NANCY JUNE FILE NUMBER 21-01-00958 ITEM NUMBER 1. All property jointly-owned with right of sUNivorship must be disclosed on Schedule F. I DESCRIPTION $1,000.00 - Series EE Bond Dated September, 1991. Date of death value VALUE AT DATE OF DEATH 876.80 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 876.80 _:"~.'ffl- '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER 21-01-00958 DOUGHERTY, NANCY JUNE Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION FUNERAL EXPENSES: 1. Cremation Society of Pennsylvania B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Person.al Representatlve (s) Social Secunty Numbef(s) I EIN Number of Personal Representative(s) Street Address 1. City State Zip Year(s) Commission Paid: 2. 3. Attomey Fees Family Exemption: (If decedenfs address is not the same as ctalmanfs, attach explanation) Claimant J. Robert Dougherty Street Address 2940 Beverly Road Camp Hill Zip 17011 City Relationship of Claimant to Decedent State PA Husband 4. Probate Fees - Register of Wills, Cumberland County 5. Accountanfs Fees 6. Tax Retum Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 1,205.00 3,500.00 26.00 4,731.00 REV.1S13 C:X + (1.~ ESTATE OF NUMBER 1. SCHEDULE J BENEFICIARIES FILE NUMBER 21-01-00958 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT DOUGHERTY, NANCY JUNE 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) J. Robert Dougherty 2940 Beverly Road Camp Hill, PA 17011 Spouse PEF Code Section 2102 (3) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) .- -Inventory of the real and personal estate of NANCY JUNE DOUGHERTY 1. $l~OOO.OO - Series EE Bond dated September, 1991. Date of death value TOTAL deceased ~ . 876 80 876 80 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55: J. Robert Dougherty being duly sworn according to law, deposes and says that he is Administrator of the Estate of Nancy June Dougherty late of _--- CaI})12-!:!!.!J....!?grough . ,Cumberland County, Pa., deceased and that the 'th" . t d b J. Robert Dougherty th 'd Administrator WI In IS an Inven ory ma e y , e sa. of the entire estate of said decedent, consisting of all the personal proJ3~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. . 1;~4,t/ .~ ~~~ ~~ NOTARIAL SEAL DIANNE LENIG. Notary Public Lemoyne Borough Cumberland Co. My Commission Expires Dec. 21, 2001 25th 2001 cutor . ministrlltor . Robert Dougherty, Administrator Beverly Road Sworn to and subscribed before me, Camp Hill, PA 17011 Address Day May Month 2001 Date of Death Yur INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. (V) """ 0 r-- M ,.::(l 0.. .s:: tJl co ::l Q) >- :>1 0 ." r::: U"l .j..J I-! Gl :>1 '" ~ W ... ~ l- I-! 0 IQ 0 0 w ~ Q) OJ CII :>1 E 0 a.. u 0 .s:: Gl 0 '"d Q) I 0 W In tJl ...-i C tI' -..-I ~....:l M ~ W III 0 I- J: a.. ::l ...-i a. Ul c I- ...I U. 0 -..-I IQ Ul ... Z o ' I U. ...J < 0 Q ::r:: a. co :S:'" M W 0 < w i: u <0 N > Z ~ Q) 'M Z 0 r::: E c c =' 0 en Z ::l co 0 ~ X ~ < ~ U U ~ 0 Z w ...-i. OJ a.. ." :>1 c Q) t.J IQ co . - r::: 0 ... .s:: 0 CII co .0 .:J,t t.J Z CD E ." -..-I - 0 0 ::E 0.. IQ. =' 0 ...J U u: CD ~ ..-- - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: NANCY JUNE DOUGHERTY Date of Death: May 25, 2001 Will No.: 20101-00958 Admin. No.: To the Register: , certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was sE!rved on or mailed to the following beneficiaries of the above-captioned estate on October 16, 2001. Name Address J. Robert Dougherty, Spouse & Administrator 2940 Beverly Road, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: /I/Jl/v/ ~ / C__~ Signatur~ Name MI ael J. CassIdy, Esq. Johnson, Duffie, Stewart & Weidner Address 301 Market St. P. O. Box 109 Lemoyne, PA 17043-0109 Telephone (717) 761-4540 Capacity: Personal Representative X Counsel for personal representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 " I i'J-/'I- /iI *' ':>i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Reco;c Req:' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-31-2001 DOUGHERTY 05-25-2001 21 01-0958 CUMBERLAND 101 MICHAEl J CASSIDY E'P~ JOHNSON ET,Al PO BOX 109 lEMOYNE JAN -4 P12 :32 REV-1541 EX AFP <12-00) NANCY J Allount Rellitted C:elk F0l1~, FA 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 ~ REV :i.5"4-j-Ex--AFP--fI2-:ooY-NoYicE--oF-'rNHEififAifcE-TA)C-jrpPRA-isEi"-€NT~--ALl-owAifcE-oR-------------- _ __ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DOUGHEIHY NANCY J FILE NO. 21 01-0958 ACN 101 DATE 12-31-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (:Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notos Receivable (Schedule D) 5. Cash/Bank DepClsits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Asse1:s Cl) (2) (3) (4) (5) (6) (7) .00 876.80 .00 .00 .00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Chari table/IGovernllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 4,731.00 .00 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax I:lue TAX CREDITS' NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 876.80 (11) Cl2) Cl3) Cl4) 4.131 on 3,854.20- .00 3,854.20- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. . PAYMENT IlECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = Cl9)= · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of anY estate for life or for years, the Commonwealth hereby expresslY reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): 08JECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF WILLS J AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of WillS, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: l-800-36Z-Z0S0; services for taxpayers with special hearing and I or speaking needs: l-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z8l0Zl, Harrisburg, PA l7lZ8-l0Zl, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z8060l, Harrisburg, PA l7lZ8-060l Phone (717) 787-6S0S. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSOl) for an explanation of administrativelY correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. The lSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a dailY rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z ZOZ .000S48 199Z 9Z .000Z47 1983 l6Z .000438 1993-1994 7Z .00019Z 1984 llZ .000301 1995-l998 9Z .000Z47 1985 l3Z .0003S6 1999 7Z .00019Z 1986 10Z .000Z74 ZOOO 8Z .000Z19 1987 9Z .000Z47 ZOOl 9Z .000Z47 1988-1991 llZ .000301 ZOOZ 6Z .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculeted. ,,;( ) (., PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: NANCY JUNE DOUGHERTY Date of Death: May 25.2001 Will No.: 2001-00958 Admin No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete:. 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the Court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's account is:. C. Did the personal representative state an account informally to the parties in interest? Yes No X The administrator is the surviving spouse and sole beneficiary . D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Irr.! B I~z.. ~. ,.::,,':'. :~< ,:1'? ?,:; 6:: a: ~ (''''!, :::1= ~~ QCJ G..-:- /~ SignaEi Michael J. Cassidy Johnson, Duffie, Stewart & Weidner 301 Market Street, P.O. Box 109 Lemoyne. PA 17043-0109 .Date: '~...... i '''' Q.. 0\ I z <::::: J (717) 761-4540 Telephone No. Capacity: Personal Representative X Counsel for Personal Representative