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
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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
__
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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
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~~~
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
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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
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