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HomeMy WebLinkAbout08-22-12 150561,0105 REV-15 Q Q EX (02-11) (FI) OFFICIAL USE ONLY PA Department of Revenue Pennsylvania °~°°FHr^~~°~T~~°~°°~°~~~~~ County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX z8o6o1 Harrisburg, PA i~128-0601 RESIDENT DECEDENT Z ~ I Z ~~ I Z ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 206-34-7916 02/20/2012 08/27/1943 Decedent's Last Name Suffix Decedent's First Name MI Houck Marjorie E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Houck Gilbert R Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER 4F WILLS FILL IN APPROPRIATE OVALS BELOW C>~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) Cifip 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 1 p. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Lisa Marie Coyne, Esq. (717) 737-0464 First Line of Address Coyne & Coyne, P. C. Second Line of Address 3901 Market Street City or Post Office Camp Hill Correspondent's a-mail address: State ZIP Code PA 17011 e ~. REGISTER VILLS USE ONLY ~ e--...1..- - . ~ , 1. r ~ ~' ~ ~--. ~ ~ O c-- -. ~E FILED ~' ~ Ql ~~ ~1 ;~' J ~._ ~ ~" ~. -,:. "T'~ Under penalties of perjury, I 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 all information of which preparer has any knowledge. SIGNAnTURE OF PERSON RESPONSIBLE F~ FILING RETURN DATE ' ADDRESS Gilbert R. Houck 325 Market Street, New Cumberland, PA 17070 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056],0105 1,50561,0105 ~~ J 1505610205 REV-1500 EX {FI) Decedent's Social Security Number decedent's Name: MARJORIE E. HOUCK 206-34-7916 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 and Notes Receivable (Schedule D) .......................... . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... . 5. 15,668.50 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... . 6. 131,829.87 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested....... . 7. 82,961.31 8. Total Gross Assets (total Lines 1 through 7) ........................ . .... 8. 230,459.68 9. Funeral Expenses and Administrative Costs (Schedule H) .................. . 9. 13,598.50 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .............. . 10. 11. Total Deductions (total Lines 9 and 10) ................................ . 11. 13,598.50 12. Net Value of Estate (Line 8 minus Line 11) ............................. . 12. 13. Charitable and Governmental BequestslSec 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. 216,861.18 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 216,861.18 (a)(1.2) X .0 0 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ..................................................... ....19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 0.00 0.00 O 1505610205 1505610205 J REV-1500 EX (FI) Page 3 File Number ~7 I _ (~ ~ O ~ t ,Z^ Decedent's Complete Address: C- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _ ..._..._..._.... __........... _ __._ .... B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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. Total Credits (A + B) (2) (3) (4) (5) 0.00 0.00 0.00 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 .................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its income ...................................... ...... ^ c. retain a reversionary interest ........................................................................................................................ ...... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................................. ...... ~ ^ 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)]. Far dates of death on or after Jan. 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 return are still applicable even if the surviving 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 decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a}(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9116(a)(1.3}]. 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. REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Marjorie E. Houck 21-12-0412 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) ,27. 201 11:a~AM PNC BRNK ~~~ LEAD~I6THENtAY April. 27, 20412 Lisa 10~ Coyne Esq. Bayne & Coyne 3941 Market St Camp Hill, PA 17011-4227 ~: ~prl~ E ~ouC~ ~sl~: 206-34-791 ~ ~ f DOD: a2-2o-2012 Dear Ms. Coyne: In r oz~se to our re nest for Date of Death ~ Y q (DOD} balances for the customer noted above, our records show tl~~ foIlrnving: Checking Accoun# Account # 5004632833 Established: 09-1.2-2005 MA~,TORIE E HOUCK GILBERT R HOUCK: DUD balance: $ 3,594,06 non interest bearing Account # ~ 140186065 Established: Q2-Q1-1973 GILBERT R HOUCK MAR,fC~RIE E HOUC~ - DOD balance: $ 6,936.56 + O.OS accrued interest Interest paid 01-01-2412 t~ixu 02-24-2012 $ 0.46 YTD -_ Account # 5144191091 Established: 06-01-1973 MARJORIE E HOUC~ Cr.IL1~E.RT R HOUCI~ DOD balance: ~ 15,110..95 non fnterest being savings Account ~ Accot~.nt # SU{~459Q573 _ Established: 03-30-2009 MARJORIE E HOUCK °''`„ DOD bal~ce:~ ~ 11,933.92 + 0.07 accrned interest - Interest paid U 1-01-2412 ~ 02-20-2012 $ 0.10 Y'TD Page 1 of 2 __ i ~~ 27. 2Q12 11:d3~M PNC BANK ~. Safe D~osit Boa Teo d~edent maintained safe deposit box # 313T GILBERT R HOUCK J MARJ~RIE E HaUCI~ Located at: 1 New Cutberland Branch 331 Bxidge St New Cumberland, PA 17070 (717) 77~-2982 Please note that this office provides date of death baiaaraces fax deposit accounts {II~As, CDs, Checking and ~ NQ, 5919 p ;2 ~ ~~ i i ~ ~' ', I Savings}. We d+o not pr~aeess any financial trAnsa~clions or proYide stateme~rts. If you new assi~nce with any oftb~ese items, pease caU .1-888-PNC-BANK {I-888-762-2265) ox stop by your local PNC Bank branch office. Sincerely, l~tation.al Financi$1 Services Center PNC Bank, N.A. 1wlembex FDIC This message is intended far the use of the individual cr entity to which it is addressed and may cr~ntain in,~ormation that ~slarivilege~ confidential and exempt from disclosure under ~rpplicable law. If the reader of this message is riot t1~e intended recipient or the employee or argent respo~'ible for delivering this message to the intended recipient, you are hereby notified that arty disser»irtcuior~ distribution or copying of this comrnunictxtions is strictly prohibited, If you have received this c°arrtrnurric~ztion in e~`ror, please notify me immediately by reply or by telephone at $DO-762-1775 and irnmediateZy destroy this faxed document. ~, Page 2 of 2 f I ~~~ s REV-1509 EX+ {6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Marjorie E. Houck 21-12-0412 JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 09/12/05 PNC Checking Account No. 5004632833 3,594.06 50 1,797.03 2• A. 02/01/73 PNC Checking Account No. 5140186065 6,936.61 50 3,468.31 3• A. 06/01/73 PNC Checking Account No. 5140191091 15,110.95 50 7,555.48 4. A 02/07/11 Janney Mont. Account No. 1027-2837 153,764.03 50 76,882.02 5• A 12/01/08 Janney Mont. Account No. 6619-8742 84,254.05 50 42,127.03 TOTAL (Also enter on line 6, Recapitulation) I $ 131,829.87 (If more space is needed, insert additional sheets of the same size) If an asset was made joint within one year of the decedent's date of death. it must be reported on Schedule G. Clt~~istoplie;• j1~I. It'edari~v, CI`I'C~ Vice Pr•esi~lc,~i~f/Wcttrlffi l1I~112rtge~ner~f Trusted Advisors for Generations August 21, zolz Lisa Coyne 3901 Market Street Camp Hill, PA 17011 R6: Marjorie Houck (Deceased- 2/20/12) Date of Death values as follows: 1027-2837 joint account opened 2/7/2011 6619-8742 Uoint account opened 12/1/2008 1144-5379 ~iRA -Beneficiary- Gilbert Houck Sincerely, , _~~~'' -~ :- ` J ~ , ,~~ ~~~ ;~ ,r ~/ ~` _. ./ Christopher M, l=edoriw, CFP® Vice President/Wealth Management $153,764.04 $84,254.06 $82,961,31 20 Ez~foi~d Road 3r~t I~'laoz~, suite 315 Lemoy~te, I'A 1.7U~1~3 $UU.£i22.72UU 717.731...~1~IUO Fay: '717.731.~I41 I cfedori~v ~t Janney.coin Ttt1S iitfOCntBtio11 iti trot tlt('. official record of you dCCOtI)lt 81Z(I IS Slt~)~t'Ct to C~lalt~~f'S~ E:I'1'Ui'S altd Ot1USSlOItS i1ll(~ Ciittltot }.I(t ~~ititCilntf'Clj its t0 tt5 iil(altd(:y (11' COln~ltCtClteSS. YUItI• ~ritited CQtlflrltliltldltS c3ItCt ~)~t'SOd1C aCCOtlIlt Sttttl'1ttCittS Co1lStitlltC yOUr official itCCOltnt i'eC()1'd• •~•t1iS ttlfOE'lllittiUll 1S [lot it Stt~)Stitlf{i' for ot1ur important ittfc)rlttatiolt that janltcy sends to yott. Fite abo~Tc Wray not be usc(1 for tax reporting pttrpos(~s. Jattttry wilt pro~~id(~ affic•ial t,Ix (ic)cUltletttation YegerCllllg your aCCOllltt f0 }`Oti t_)y mail. Jc1l1l1Gy M.OIlt~Olllery Scott LI,C Metnbet•: NYSIJ rINRA SIPC REV-1.51. t7 EX+ (08-09, ~ pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Marjorie E. Houch 21-12-0412 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1~ Janney Mont IRA -- Beneficiary is Husband . 82,961.31 100 82,961.3 TOTAL (Also enter on Line 7, Recapitulation) $ ~ 82,961.31 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Marjorie E. Houck 21-12-0412 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Parthemore Funeral Home 5,700.00 2~ Reception 300.00 3. Honarium 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City .State Zip Year(s) Commission Paid: 2. Attorney Fees 2,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Gilbert R. Houck street address 325 Market Street city New Cumberland state PA . z;p 17070 Relationship of Claimant to Decedent Husband 4. Probate Fees 75.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 500.00 z. Patriot News -- legal advertisement 135.00 s. Cumberland Law Journal --legal advertisement 75.00 9. Register of Wills -- filing fee for renunciation 10.00 ~o. Filing fee for Inheritance Tax Return 15.00 ~ ~ . Postage 88.00 ~ 2 ~ Reserves 1, 000.00 TOTAL (Also enter on tine 9, Recapitulation) $ 13,598.50 (If more space is needed, insert additional sheets of the same size) REV-~.~~~ Ex- {ii.-as} ~ Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Marjorie E. Houck ~ ~ _~ ~_na~ ~ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a} (1.2),) 1. Gilbert R. Houck husband 100% of residual ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE, II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -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, _ LAS T WILL OF ~'IARJORIE E. HOUCK I, MARJORIE E. HOUCK of New Cumberland, Cumberland County, Pennsylvania be~rt,s~ of sound and l~1C ncinR mire n,~r7 ,.,., ~ o - ~- ulupv~71116 llllllu cull t11e111V1y, do 111akC, pu'nlish aI1C1 declare tills t0 be my 'Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. 1 • I direct that all inheritance and estate taxes becoming due by reason of m death whether such taxes may be payable by my Estate or by any recipient of any pro ert shall be paid by my Executors out of the property passing under this Will, which is not s ec f call devised or bequeathed, as an expense and cost of administration of my Estate. M Executor shall have no duty or obligation to obtain reimbursement for any such tax aid b m Exec s even though on proceeds of insurance or other property not passing under this Will. y utors 2. I hereby give and bequeath all of the rest, residue and remainder of my ro ert real, personal and mixed in equal shares to my husband, GILBERT R. HOUCK, should hebey~ living on the 61St day following my death. Should my husband, GILBERT R. HOUCK not living on the 61St day following my death, all the rest, residue and remainder of m ro ert bs be divided as follows: Y P p y hall a. Twenty-five percent (25%) to the Humane Society of Harrisburg, 7770 Grayson Road, Harrisburg, PA 17112; b. Twenty-f ve percent (25%) to the Salvation Army of Harrisburg, Harrisburg, PA; c. Twenty percent (20%) to the New Cumberland Fire Company, New Cumberland, PA; d. Fifteen percent (15%) to the American Lung Association of Pennsylvania, 3001 Old Gettysburg Road, Camp Hill, PA 1701 l; and e. Fifteen percent (15%) to the Radio Club of America, Inc., New York, New York. 3. In the settlement of my Estate, my Executors shall possess, among others, the following powers to be exercised for the best interest of the beneficiaries and in m Executors' sole discretion:- - y Z~ 1 i ~,,,~~Cv J~ i~J `~3,j`.~r~UUo (a) To sell either at public or private sale and upon such terms and conditions as my Executors may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned b<y lne severally or in conjunction with other .persons or acquired after my deathbv my :Executors, and to consummate said 'sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a :fee simple title, free .and clear of all trust and without obligation or liability of the purchaser or purchasers to .see to the application of the purchase money or to make inquiry into the Validity of caul calf. nr calec• a1SC t~ „~,1rA A ~ a i- ~"` ~ , bV 11 ul>v, VXecl4te, ackno vvTiedge aiiu de~i vcr airy aiid aii deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executors in this paragraph 3(a) or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executors shall pay expenses of my last illness and funeral expenses. ~. - (c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. (d) To retain any investments I may have at my death so long as my Executors may deem it advisable to my Estate. (e) To vary investments, when deemed desirable by my Executors and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities or in such other property, real or personal, as she shall deem wise. (f} To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other taxes. (g) To vote any shares of stock which form a part of my Estate and to otherwise. execute all the powers incident to the ownership of such stock. (h) To elect such settlement options as deemed most appropriate by my Executors with respect to any person, prof t sharing or other z•etirement plan or assets under management with any brokerage firm, bank or trust company, in which I am a participant. (i) To do all other acts in the judgment of my Executors necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. ~~- 2 4. Inominate,-constitute and appoint MICHAEL P. KATZDOR~~T-and JAMES E. REID, JR. to be Co-Executors -ofmy Estate. My Executors are specifically relieved frorri their duty or obligation of filing any bond or security of .any -kind for the performance of their duties hereunder. IN WITNESS WHEREOF, I, the said Testatrix, hereby set my hand to this my Last WiII, typewritten on and consisting of these two (2) sheets of paper, at the bottom of each of the preceding pages and page three (3) of which I also have placed my initials, on this ~ day of 2005. M O E. HOUCI 3 __ _. On this~~ day of _ , 2005, MARJORIE E. HOUCK declared to us, the undersigned, that the foregoin instrument was her Last Will, and she requested us to-act as witnesses to the-same. and to her signature thzreon. She thereupon signed said Will in my presence, we being present at the same'time~. ~%e now, at her request, in her presence, and in the presence of each of us, hereby subscribe-our names as witnesses thereto. By so doing, each of us - declares that he or she believes this Testatrix to be of sound mind and memory. reciriing a,t ~~ ~~, , n,_~~~,:~ : _ 'I_..r I \ ~%8n,~i /'~-~;~ ~ I .. - - , ~, residing at f i.a'1'~ ~-~~ ~~ ~., -~ ~~=~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, MARJORIE E. HOUCK, Testatrix, whose name is subscribed to the attached foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed such instrument as my Last Will, and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by MARJORIE E. HOUCK, the Testatrix, this ~_ day of ~ )_~~,,_- , 2005. M J E . H UC Not Public My Commission Expires: COMMONWEALTH__OF PENNSYLVANIA ~ Notarial Seal Antf~iny J, Posohl, Notary Public- 6otrve~ Allort Twp,, Cumberland County :-__M~` ~rrthlulon Expires Aug,11,2009 f~alditl~~f, ~e+i~sytvstnis Aso~ixtion of Notaries s 4 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ,~ We, .~a~~~Y` ~ ; f~. rim r ~~ ~ ~L ~ ~~ ~~.~ u. C~%~'~~ ~~~.r~~t,~,~ ,the witnesses whose names are signed to the attached foregoing instrument,-being duly qualified according to law, do depose and say that we were present and saw MARJORIE E. H-DUCK, the Testatrix, V1gn end eYP~lµtP ~~;~h inctr~imerlt ac her Tact ~Till• that c„c.h 'T`ect~trix signed such instrument willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of such Testatrix signed such Last Will as witnesses thereto; and that to the best of my knowledge, such Testatrix was at that time 18 or more years of age, of sound mind and under no constraints or undue influence. Sworn or affirmed to and subscribed before me by \ ~ ,~, ~~ ~ p~ ~, ~{~,r~~,t,,-~ witncsscs, this ~~ day of ,,~~..~ , 2005. • WITNESSES: . Notary Public My Commission Expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal 179037 Anthony J. Foschi, Notary Public Lower Allen Twp„ Cumberland County My Commission Expires Aug.11,2009 Member, Pennsylvania Association of Notaries 5 t C o~ & C o~ A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne Lisa Marie Coyne 3901 Market Street Camp Hill, Pennsylvania 1 70 1 1-4227 717-737-0464 Fax: 717-737-5161 www. coyne andcoyne. c om C7 _:~' ~ -.._.. rw.,~ _ ~~ -'- . ~ ~ T.. ~ ~ r_ ~" y f l_..7 r : ~ ~ -: , z~ ~ _ --. ~ ~~ a c..~ `~~ Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Madam: August 21, 2012 Re: Estate of Marjorie E. Houck, Deceased No. 21-12-0412 We represent the Estate of the Late Marjorie E. Houck. Enclosed please find an original and two copies of the Inheritance Tax Return for this Estate. Kindly docket the original Return and return to this office a "clocked-in" copy with the enclosed stamped envelope. Also enclosed is check no. 5289 in the amount of $15.00 from our office which represents the filing fee for this Return. Kindly issue a receipt for payment. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE & COYNE, P.C. is arie Coyne LMC/cmc Encl. Cc: Gilbert R. Houck, Executor O ~ ~ ®~ ~~ ~~. ~'~~~ ~ ~~ b ~ a~ n n ~ o ~°~ ~ ~ ~ ~ ~ = o Z m o ~~ ~~m ~ ® Dm i ~ ~ -~ °~~ O Z ° ~m~ Rt ~ CC N ~ G v r~s rte. .~ ~~ ~ ~ C3~ .~ - ~ D ---~ .. _ L L''~ O-.Q~ ~ / C ~ C ~ ~ r. ~ ~ ~ ~~ ~ zioz c ~~' ~ u a ~ ~~/. ZI07 C y a