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PER50NAL PROPERTY _ List ull lunglblu und Intm,glblU 1'","""" IHupU"y owned Ind"iduullY by thu du,u'
tlont 01 the timo 01 deuth.
Estimatotl
MllIkul Vulue
Departmont ValulItion
(Ollicinl Usa Only)
$2,975.00
(1) 1977 Chevrolet Monza 36,830 miles 2/80 N/\D/\
I\ug. Retail
(2) Duquesne Light company - common stock
41 Full sharen @ 13 3/B par share
2 Full Shares held in Dividen~ Reinvestment
.4/6 Fractional Shores in Dividend Reinvestment
(3) Tax Refund from U. S. personal Income Tax 1979
(4) Furniture and Miscellaneous per I\ppraisal dated
March 29, 1980
543.38
26.75
5.35
610.81.
1,402.00
$5,568.29 flS;.s-IPj',:L1
Total
JOINTL y.oWNEO PROPERTY _ List ull ,uul und p",onnl p.up",tY ownod by tho decodont with onotho,(sl
os joint tonants with right of survivorship,
Estimated Departmont ValuatIon
Markel Value (QUieta\ Usa Only)
NONE
/Jrnu
Total
TRANSFERS _ List all real and personal propertY transferred within tWO years of death.
Estimated
Market Value
Department Valuation
(Olficia' Use Only)
NONE
Total
NMW
List BII safo doposlt boxes "glste"d In the decodont's Indlulduol nautO. m jointly with. D' " on egent or deputY of Bnother, or In deccdBnt', IndlvlduBI
nBmB with right of BCceSS by BnothBr BS Bgent or deputY, Include the UBme nnd address of the bank or other Institution where the safe depo,1t be, Is 10CBted,
the nButelsl In which the bo' Is regl,tered Bnd the "'Btlon,hlp of the ioint holders to the decedent.
c
RelatlomhlP of Joint
Holders to Decedent
Name or Nomes In Which
Safe Deposit Box Is RegIstered
Name and AddreSS ot Bank or Other Institution
In Which Docedont Maintained a Safe Deposit BOK
J
en~6"'l-liPO,~) /10//
NOTE: You mey expBdlte the processing of thi, ,"Iuu' by IIIlng with it and BS B pert 01 the retu,n. let"rs Irout financlBI In"ltutIOn, or utortgegB holders.
certlfVin9 to amounts on deposit or uwed bV the decedent '" 01 the dBlO of de"th. Such lettet' must be ,iUned by B re,ponslble officer of thB "nanclBI
Institution or mortgBgB holdet Bnd indicutB c1"..ly amoun" 01 ",inci"", "nd interest In the decedent', Bccount at th' dBto 01 deBth Bnd the tVPB of account.
8Ccouot number and tho OKBet nome or names in which tho ilccount is registered.
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVEO AGE OF LIFE INTEREST OF.
IStBIe full naRles and IIddro:"os of all who hava on intorust TO OECEOENT OECEOENT TENANTS OR BENEFICIARY
either vMtod. conlingont or Dtho~ IntorMt} STATE YES ANNUITANTS IN ESTATE
OR NO AT OEATH OF
OECEOENT
Janet R. Voqelsonq Dall hter Yes One-Third
R. D. U, prospect, PEl. 16052
David A. HOllck Son Yes One-Third
766 ~leadow Drive, Camp Hill
Pa. 17011
Timothy E. HOlick
766 Mcadow Drive, Camp Hill Son Yes One-Third
Pa. 1701
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INFORMATION
PLACE FOR FILING _ The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent ,esided.
TIME FOR FILING _ The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted
by the Secretary of Revenue within the ninCHTIOnth period.
FAILURE TO FILE RETURN _ Section 791 of the 1961 Slatute provides that ". . . any person who willfully rails to file a return or
other report required of him. . . shall be personally liable. . . to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like lJmount arc recoverable by law,"
REV:484 EX+ (3.80)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
Fi Ie Number
21-80-0332
Estate Name _Merion_L._Houc~____-
Date 0/ Death -Eebr.uary_2!t.J9_&.<L--
Social Security Number __.____18lf,.26,.3~45
REPORT OF INHERITANCE TAX APPRAISER
J, ,h.. und..rslgn..d duly appointed Inheritance Tax Apprai.er in and for the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property os reported in the faregaing
return at the values set forth oppositE' each item in the last column to the right in Schedules II A", 118", fie", and "E"
Dated:
JulY 24. 1980
~./".'f;tJ J#'t'('!/1."))
INHERITANce TAX APPRAISER
, .
INVENTORY
VALUE AS APPRAISEO
ADJUSTMENTS
CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Property (Schedule A)
$
00+
92+
Personal Property (Schedule B) 10+
Jolnt.Held Property (Schedule E) 20+
Trende,. (Schedule C) N 30+
TOT AL GROSS ASSETS ___~568 .2'1-- - -
Leu D.bts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
40-
93-
Valuation of life estates or
annultl.s. . . . . . . . . . . . . I
~
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONLY
COOE
COMPUTATION OF TAX
$
$
$
$
I
T ax on $
6%
T ax on $
15%
Tax on $
Tax on $
Tax on $
ExemptIons
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Len CredIts
DATE OF PAYMENT
AMOUNT PAlO
DISCOUNT INTEREST
+ S S =
+ =
BALANCE S
TO I
S
TAX CREDIT
5
I
INTEREST FROM
BALANCE DUE
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REV.455 (1.80)
COMMONWEALTIl OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
,_~_'.~...=::o~'.
Estate of nor ion I" lIol1cl, Dateo! Death)"l'brll,lrv 2~, ]<):10
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Claimant
Timothv 8. 1I011Ck
Relationshi[l to Decedent
fi()',l
Claimant's Address TGG ~teoc1ml f1rivC' , C,1!,1!1 11~1.1. 1'.1. 1.7011.
ITEM DATE NAME OF PA YE E REMARKS AMOUNT
NO,
1. 4/17/8 Cleckner .1nd Feare,! Q.cimburse Conts l\dvilneed fOJ" $ ~7.00
\~r~lt1.lr:r:' Ilpprill"a.L anet copv
,.., _ "..,..' t- frn'" - -
nutler roullty CorO,"lC,r
I. 4/17/8 lIVers-Hall FU'1eril1 !loItle Funerill 8:{nonscs 1 . r;R~ 'In
3 4/17/3 I<unkel Sllrqical GrOl1P Debt of decedent for medical IG.OO
- treotment
4" 4/17/8 Quickel-Conner l\!iSOC. f1ebt of.~ecedent for medical 1 (, .a.o.
,. "
5 4/17/81 \')vnn l\nothecarv Q(l~~~of d<r~!;c1S;u~,Jor 20.00
6 4/17/3 Ruth J. Galloway Reimbursement for debts of
de~~d2~~ whicl~_~:Is. Golloway 111.7.!L
7 4/18/3 North Pittsburgh Tel.. Co. Phone hill of c1eced('nt 81..11.
:3 4/17/3 Cleckner and J?caren neimburr,e for lont'! c1is ta!1CC 27.90
telephone colls mode by atty.
9 Gi:1gr ieh Ne:uoriills Grilve '~1f1r1~cr per estimate 41G.00
dated 4/21./30. ~ 'ii 11 he paid
11pn..' r:"-("l(""t-inn
TOTAL THIS PAGE I $2,422.52
--
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes,
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SlGNATuns.Qr A'TOP.NEY/f I nun ~ "V
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DATE I
OFFICIAL USE ONl y
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~;( 7 ,!)~:;,
AT
t: 1 ()
PERCENT,
,_/
tcG ,;)9 / f/O
tlTE
GENERAL fNHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her doath are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including tho cost of a burial lot, tombstone or grave marker,
All debts being claimed against an estate are subject to the a[l[lroval of the Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to supporllhe decedent's or the estate's liability for the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption, In the event there is no such S[louse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column,
2, Assign consecutive numbers to each item listed,
3, Enter the date on which each debt was incurred and/or [laid,
4, Enter the names of each payee,
5, Provide a brief explanation in the remarks column for each debt claimed,
6, Enter the amount of each debt being claimed,
7, The form must be signed by the [lerson who has assumed the responsibility for paying the debts,
RCC~72 IV-~81
APPLICATION FOR ANO CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
DATE
5/nlflO
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for consent to the transfer of the following securities of 0 Pennsylvania
Corporation or 0 Notional Bonking Association located in Pennsylvania:
(0) 41 (b) Dnquesne Liqht COmpilny (c) Coml1:cn
(NOTE: In describing securities enter in (0), ab Ole, either the number of shores of stock or the face amount of
registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated interest rote
and maturity dote of registered bonds,)
ISSUED ON
5/30/79
,and having 0 TOTAL MARKET VAtuE OF $
543.33
(Date)
OS of the dote of death of the decedent,
rtiJrion L. HOllck
, on
2/2~/SO
(Home of Docodent)
(Dote of dooth)
who was late of
7h(\ Mprlclnw n,-ivp, r,-,mp Hill, r11l1lbr--rlrlnn ('nl1nty, PA
(Street and Number) (Post Office) (County) (State)
The securities ore registered as follows:
t1iJr ion I,. HOlick
(Homo or nemeJ In which certificates ore registered)
nRnipl nltl~n~r nttnrn~y Fnr Rqt~tPr 11 N ?n~ ~trPRt
(Name) (Addre..) J-Jarrisbllrq, Po. 17101
NAME OF APPLICANT P. Doniel Altland. ES'lll ire
COUNTY FILE NUMBER. % ,j"t - qJ, ') ADDRESS OF APPLICANT 11 N. i>"r.rmr. !'t., Hhq. P;l.
/1 n " (~101
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT G'. t;Cb,:,J l, UC;II~m..'
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION,
~~ClrQRl p
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES ,{I 1;;. 1/J
DATE ~ &1, j
I hereby consent to the transfer of the above securities now registered in the nome of the 0 ari~aid 'J
Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which
the properly of said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
os amended and the Act of June 15, 1961, P,L, 373, os amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
abave.named Decedent.
.~
Signed for the Secretory of Revenue
By )J/~;?['~I- rJ! ,r;(}~,,-^<-~j
) (Slgnqrure) ,.,.7
[" .';-, 1/ /.l I} t1
II /, rt1<:,Jlj;'lr/ I Zvhl.;/r-e{.l:'A!rle,,,--
. \(Tltle) ~ (County)
(/
COMMONWEA~ TH OF PENNSY~VANIA
VEPAP',TMENT OF REVENUE
BUREAU OF COUNTY CO~~ECTION5
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES {
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
APPLICATION
DA TE ~ } 2(,' I ~~ I
( ('-
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for Calsentto the tronsfer of the following securities of 0 Pennsyl~ania
Corporotion or 0 National Banking Associotion located in Pennsylvanio:
(a) 5 (b) Duquesne r,iqht Company (c) COmmon
(NOTE: In describing securities enter in (a), ab Ole, either the number of shares of stock or the face omount of
registered bonds, In (b), the name of the issuing compony ond in (c) the class of stock or the stoted interest rate
and maturity date of registered bonds.)
ISSUED ON 9/22/80 , and hoving a TOTAL MARKET VALUE OF $
(Do~) , ,
as of the date of death of the decedent, t1ar ion I,. Houck
(Name ~f Decedont)
60.63
, on
2/24/80
(Ooto 01 dooth)
who was late of 766 ~Ieadow Drive, Camp Hill, Cumberland County, Pa.
(Strool and Number)
(Po.' Offlco)
(County)
(5'0'0)
The securities ore registered as follows:
~Iar ion L. HOuck
(Nomo or names In which certificates ore roglstered)
P. Daniel Altland, Attorney for Estate, 31 N. 2nd
(Add,o..)
NAME OF APPLICANT P. Daniel Altland,
,
COUNTY FILE NUMBER 2/- ,<.)0. ()132ADDRESS OF APPLICANT 31 North Second St.. Hbq.
Pa 1,7-l..0 1 /I ,.,.~
BUREAU FILE NUMBER SIGNATURE OF APPLICANT ''1 b. Jr..\~y ~P(l"",,,,,./
tlOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION,
A.D/,\jNl'5TR~ TQR)
E)(E~UtoR )
(Nomo)
St., Ilbg.
17101
Esquire
Pa.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE ~dt; 1/1'/
I hereby consent to the transfer of the above securities now registered in the name of the of resaid
Decedent and waive the filing 01 a certilicate certifying 10 the payment of the transfer inheritance tax to which
the propertt' 01 said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Acl of June IS, 1961, P.L. 373, as amended. This is also in accordance Vlilh the provisions
of the Act of April 9, 1929, P.L 343.
This Consenlla Transler the herein described property operates only in reference to the estate 01 the
above-named Decedenl.
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Signed lor Ihe Secretory of Revenue
//.' /J7?' J
By t./ , e: ' .t~
) S;gno 0) If I
It--' ---L::L~L~-P~
(County)
-
.-
n., j~~r~i;(!;3i;:'.'!,:,.",c6Nlli,'ONWEAi.TH'OFPENNSVLVANIA ,".
a 0~uu6a'1:'03i"";. ",i,: .",,'." DEpARTMENT OF REVENUE . " ,
ffJl~il~)~n)<:;('::;'rQI'F.,ICIAL'RECEIPT ": PENNS~LVANIA.I~~ERITANCE AND,E~T~TE TAX
; RECEIVED _________________-()D HmlDRBD~II!'1','i~mJLU.Mo--------------~rnm
'I represenling Pennsylvania Inherllance or
= From, Clallknar" "aaran. At:t.ya. E.lole lax doe from the following estal.,
,
l "'\!dress
t
31 III. Second Stre.t
21/i Tax on
$
$
Harr1.bl11'9"
Pa.
17101
6 'ii:, TOl( on
$
$
I File No,
Dole 01 Poyment M"Y 21. 1980
21_80_222 Dole of Deolh 2-24-1980
15'1,' Tax. on $
$
$
I
Nome of Decedenl ....RroW L. HOUCK
'7" Tax on S
Estate Tax, Act of
Moy 7, 1927
$
-PAID 011I ACCOUlll'l'N
TOTAL TAX CREDIT
less five percenlum 01 tax if
paid within three months after
dote of deolh
Plus interest 01 the rale 01
_o/cfrom
10
$
}A9.75
County c"'r1an4
Remarks:
$
g.,U
$
TIOO ~ [fJ [)J @ll\ TI~
SEA l
TOTAL AMOUNT PAID
$
179.31
NOTE: This Triplicata Receipt to be retained for audit purpose..
;',-; ',' ,-,,' .
"'I/,JdAl (!., /.,~U'-t~ J
, . ( ,(Slgnolui'ell
M ~. 1Aw1.
RN ~I!) of Will-
Received by
NOTE: In o,,"ptlng the Iransler inherllonce 10_ on future eslates, prior to the death of the life
lenonl or lenanl for years, os evidenced by this recelpl, it Is understood thaI Ihe Commonweolth sholl
nol be precluded or prever.ted from h..reohet Queuing additional inheritance 10_ 01 the death of the
hie lenonl or tenonl for years whenever II oppeon thol such addillonol1o_ may be leg 011'1 due cnd
collecUbltl for any reason whalsoever.
I
--------------------------~~-----------~-