HomeMy WebLinkAbout96-00365
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I)ETITION H)It 1)I{OnATE und GRANT 01; LETTERS
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"",," ."__ Ite~hler 01 Will- for the
.,,_._"" ' . 11<'"(.,,,,'<1, COllnlY 01 1'1IIH\lI'r I """ in the
SIlda' Sl'fl"il,\' Nil, _~.L:"",:I).~. J~~l..- __' Cnmmnnwellllh of Pennsylvania
The pelitionof the nrllle"j~nell re'llC~lfnIlY repre,enl' Ihllt:
Your pelitioner(li), who j_/KIt IK yell" nf ll~e or older llnlhe exeelltr Ix
inlhe la_t willollhe llhn,e de~edent. dillell -'- J\ll~'-~.... ------
and eodicil(s} dllted -,,----'''-
named
, 19.2!i--
t\Hue fch:\'iUll dlt.:lIl11\lilllt.:C\. c.~. IClIllI\diUillll,l.ICi'th of c'(<<Ulor. CIC.)
Decendenl wa_ domiciled 01 dellth in 1'1I1ll1", I' \ ,,,,,I
his last family, orprinciplll residence al !, lll, I'll rn,1I' (' Ill> II 1>1,'
(Roo th ~e\\lt(ln l'm..'11 sh I p) Pl'nns\'l va 11 i:l I 7:~ fl7
(Ii\l \Heel, numhcr and l1lundp"lil)'}
County, Pennsylvania, wilh
Hn:1l1 ~h t Pl'l'no..;,h!lrll
Decendenl, then (,K yellr_ of age, died Al'r II \ H , ' 19 <\(,
at cnr1ls1ellns1llal .
Excepl as follows, decedent did not marTY, was not divorced and did nol have a child born aT adopted
afler execution of lhe will offered for probale; wa_ not Ihe victim of a killing and was never adjudlealed
ineompelent:
Decendenl al death owned properlY wilh eSlimaled values as follows:
(If domiciled in Po,) All personal property
(If not domiciled in Po.) personal properlY in Pennsylvania
(If nOl domiciled in Pa.) Personal properlY in CounlY
Value of real cst ale in Pc sylvlUlia
siluated as follows: 1-<,...-/l(<L<. '\' llII.0
~t\;pr.ltl,bLLn'3' P ..
50n.Oo
s
s
s
s z...~ i'/"',,\ I'"
WHEREFORE, pelilioner(~ respectfully requesl(s) the probale of the lasl will and<:cudk:il(s)
presented herewith and Ihe granl or leuers Tl'" I' ",,"'11 1 " ry
(tC!l.lamcnlary; administration c.t.a,; administration d.b.n.c.t.I.)
Iheron.
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Hnnd
17257
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01" PENNSYLVANIA } 89
COUNTY OF ClImlll'rland
The pelitioner(ll) above. named swear(s) or arfirm(s) Ihal the stalemenls in Ihe fOTcgDing petiliDn aTe
Irue and eorrecllO Ihe besl or the knowledge and belie! or petiliDner(s) and Ihal as peTsonal TcpTesen.
tative{s) or the above decedenl petilioner(sl will well ak Iruly ad~inisterlhe eSlalc~~:?rding.lo law,
Sworn 10 aT allirmed lU\d SUbscribed~. -,. ,(f ,,/1,;' ~/;,: I, l/;/:: '"
berore me Ihis 79\ tt day or . ~1\\':\\lHA I.. II!'I.~I / ~'
A lr I 19. (, [ !a
l'(~ '.1. Yl - ti;. ,t<r S
LEWl S Rellisrer' iT ~ ~
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Estate of
(;ENE T. 1IE1.'1
. Deceased
DECREE 0..' PROBATE AND GRANT OF LETTERS
AND NOW MA Y 6. 19.!1ll-, in eonsideratiDn of thc pctition Dn
the reverse side hereof, satisfactory pToof having been presentcd befDrc me,
IT IS DECREED that the instTument(s) dated 1111,. 'i 1 qq/,
described theTein be admilled to probate and filed of reeDrd as the last will of
Cene T. lIelm
and Lellers
are hereby granted to
T(O~t':1mpnl.:\ry
Saundra Lynn Helm
1fJ~"o(~;4/l~t1 (W<- tJm(~lf1'
Register or Will. (J
MARY C. LEWIS
P b E $ 115.00
TD atc, LCllcrs, te,.. . . , . . , .
Short Ccrtificatcs( 2) . , . .' . . . .. $ Ii nn
Rcnunciation ......,......... $
X-Pages
JCP
FEES
Sally .1. tHnder
24705
$ 6.00
5.00
TOTAL _ $ 137.nn
Filcd "..,.. ~AX. 9.'. .m?,.,...,.......,
ATTORNEY (Sup. Ct. t.D. No.)
701 East King Street. Shippensburg PA
ADDRESS 17257
(717) 532 - 9476
PHONE
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Mailed letters and order to attorney on 5-6-96.
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SAI.LY J. WINnER
AI/ortley 01 Loll'
701 E. I\ln~ S"t"
Shlp(l<~\burs, P:' 17217
....., '0." ,\
lN WiTNESS WH~;ln;tlF, l hercunlu "el my hllnd IInd "cnl to
IIn.1 Teslmnenl, wrlllen on ~__ "heeLS of 1'"l'er, dilLed
Lhi s my I.llsl
tillS
.o..m dllY
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The pr~c~din~ lnsLrum\Jnl, conslsLin~ al lllis and one other typewritten
plltle, ellch idenLified by lhe signaLure ol Lhe tesLaLor, GENE T. HELM, was
on the dllY and dllte lhereof siuned, published IInd declared by GENE T.
ItELH, the testator 11Ur~ill named, us (llld (or his Lost Will, in the presence
oC us, 'fII10, at Ilis rUllucst, in Ills pr~~un~~t 311d in the presence of ~uch
otllor, have subscrib~d our nameS as witnessos 110ruto.
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rl!sidin~ nL
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res1.ding at
. PI\-
COMMONWEALTH OF PENNSYLVANiA:
:55
COUNTY OF CUMBERLAND
We, GENE T, HELM, the testoLor IInd the unders.gned witnesses to the
will, the attached or lor~goinu, insLrulnent I who huve signed thi.! insLrument t
having becn qUlllificd IIccording to law do depose and sny:
(0) that i, the testaLor, do hereby IIcknowledge that 1 sitlned thd
instrum"nt os my will, that 1 signed it willingLy and liS my lrel! IInd
voluntary oct (or tho l,urposus Lllur~in ~xprussed; and
(b) chat we, the witnesses, wecO pr~scnt and saw tho testator sign and
oxeeute tho;! instrument as his wiLt, that he si.gned l.t willin6Ly and
executed it as his [ree llnd voluntary act for Lhe purposes therein
expressed; tllat oneh o( us in the hearin~ nnd sight of the testator signud
the will os 0 witness and that to the best of our knowl~dgu the testotor
was at that ti.mc 18 or morc years of age, of sounu mind llnd undur no
constraint or undul.! iOllucn":l!
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Witness
.
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Subscribed to ond subscribed or offirmed
and ocknowledged before mt.! by Gl'NI; T. IIEU'I.
tho testator and thu witnossus whoso nom~s arc si~nud
obovt.! this ~-I~. doy of J., PU--' 1994.
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Not PubLic
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CERTIFICATION OF NOTICE UNI)ER RULE 5.6(n)
Nnme of Decedent: !lliNI~ T. HELM. Deceased
Dnte of Denth: Ap1'i118. 1996
Will No.
Admin. No. 21 - 96 - 0365
To the Register:
I certify that Notice of Benelicial Interest required by Rnle 5.6(11) of the Orphans' Court Rules
was setved on or mailed to the following beneliciaries of the above-captioned estate on August 06. 1996.
Name
Saundra Lynn Helm
AddTess
496 Furnace Hollow Road. Shippensburg, PA
Relationsliip
Wife
Notice has not been given to all persons entitled thereto under Rule 5.6(n) except:
NONE,
Date:
(, IJ I j i l: "
Xttt'\K . _ C/ j l/r./i,'------
S. l I
Ignature .'
SALLY J. WINDER, ESQ.
70 I Enst King Street
Shipl'ensburg,l'A 17257
(717) 532-9476
Go
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CAPACITY: _X_ Counsel for Personal
RepTesentative
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JRD/Junc 30, 1992/17858
REGlsrmt OF WIL..S
Cumberland County Courlhouse
One CourlhDuse Square
Carlisle, PA 17013
NOTICE pURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: SAI,l.V WINor:H. I-:SO.
RE: Estate or m:Nr: T. Hr:LM , DccCllSed, Late or
SOUTH Nr:WTON TWP
Estate No,: 21.1996.365
Date or Decedent's Death: d . 1 R. q,;
Pursuanl to Rulc 6,12. thc above named pcrsonal represcntativc or thc above named allorney, if
applieable, within lWO (2) yeaTS of thc decedent's death, and annually thereafter until administration is
completed, is required lO file with thc Register of Wi\1s a Status Report as requiTed by Rule 6.12, in
subslantially the prescribed form, showing thc datc by which thc pCTsonal represcntative, or allorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is lO advise
you that unless the requisite Stalus Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within tcn (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be imposed upon the
delinquent personal representalive and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 6.1.98 ,19_, you are hereby
advised that a request will be submitted to the Court in accordance with Ru 6.12, D
~ .
Date: 9-12-98 -I uu. t(1. j,hA
o ut RegistcT of Wil s r-t '
Distribution to Estate File
tlEI1/!J;{~& T.
Decedent's Complete Addre~~_______________
,,.lI'H 1 ",{Jill ,e, 496 Fumncc lIo11cM P(l
,
01)'
Shippcnsbllrq m
Shippcnsburg
"till
""17257
Tax Payments and Credits:
1 Ta< Duo (Page 1 Line 1111
2. Credlls'PaymenlS
A Spousal Poveny CIl>(1<!
8 Pnor Paymenls
C Discount
(1)
-0-
TO'al Credits I A. 8' C) 121
3. InlereWPenally ,f applicable
D.lnlereSl
E Penally
Tolallnleres~Penally (D' E) (3) -0-
4, If line 2 is grealer Ihan line 1 . line 3, enler Ihe difference This IS the OVERPAYMENT.
Check bOI on Page 1 Line 19 to request a relund (4)
5 If line 1 + line 3 is greater Ihan Ime 2, enler the dlfferer.:e ThiS IS Ihe TAX DUE. (5)
A Enler the inlereSI 00 Ihe la< due. (5A)
8. Enler Ihe lotal of Line 5 + 5A ThiS IS the BALANCE DUE. (58) -0-
Make Check Payable 10: REGISTER OF WILLS. AGENT
!lf~i].~~~~~R~~",,~""'.....i...dJlDr--1
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
" Did decedent make a transfer and: Yes No
a, retain the use or Income 01 the property transferred: ,............,.......................................,..,.... 0 I!il
~, retain the right to designate who shall use the property transferred pr its income; ..,............' 0 I!il
c, retain a reversionary interest; or..............,....,......,..........................,......,..,....................,....,.., 0 I!il
d, receive the promise for life of either payments, benefits or care? ........,..............,................. 0 I!il
2, If death Dccurred Dn or before December 12, 19B2, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .."..,."..."."."""..,..""...,..,",..,',..,"',.,",..",..",..""..",..,....,"" 0 IRl
3, Old decedent own an 'in trust for" or payable upon death bank account or security
at his or her death? .....,..,..,.......,..........,...................,.........,.............,........,.................,........, 0 IXJ
4, Did decedent own an individual retirement account. annUIty, or other non. probate property? ,..' 0 IXJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
l'.f11J:FfE.:r,r;;1)~~~B:.f.:.~';jf~Ji5TI~!:rffi*_)~~'{1t{tf~$~i:'lSt~r'~dlI- ..-m
72 P.S, ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dales of death on or after July " 1994 and before January '. 1995,
72 P,S, ~9116 (a) (1,1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January ,. 1995, The staMe does not exempt a transfer to a surviving spouse
from tax. and t~e statutory requirements for disclosure of assets and f,ling a tax return are still applicable even if the surviving spouse
is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an .x' in the
appropriate space.
Old the decedent create a trust or similar arran90ment which Is sol Diy for the surviving spouse's bonofit for his or her entire
Iifetlmo? Yes 0 No []
If you answered yes to the above question. the tax on the trust or similar arrangemont is postponed until the death of the second
spouse. at which time it will be fully taxable at the rate(s) applicable to the remainder boneficiary(ies), Enter the value Df the Irust on
Schedule J, Part 11. In order to remove it from tho calculation of the lax due In this estate, You may wish to file Schedule 0 in Drder ID
make Ihe election available under Section 9113 If the election is made. the trust or similar arrangement is taxed in the estate Df Ihe
first decedent spouse. the portion of the trust or sim,lar arrangement which benefits the surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election, you must
atlach Schedule 0 to a timely.filed tax return. along With Schedule(s) K andlor M in order to show the apportionment of the lrust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies).
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(G (Q) \P~ Till Pllrrfl fdfnlificlllion No.: ~3 - 0108 - 02(
EXECUTOR'S DEED
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I! MAnE the _ day of
I J hundred ninety-eight (1998),
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I SAlfN/)RA I.YNN HRHr. OfSoUlh Newton Township, Cumberland County.
i; Pennsylvania, Executrix of the Estate of Gh'NE 1: HELM, deceased, late of South Newton
:! Township, Cumberland County, Pennsylvania,
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U SAUNDRA 1_ HRI.M. widow, of 5342 Warm Spring Road, Box 17, Williamson,
!! Pennsylvania, 17270,
. in the year of our Lord one thousand nine
BETWEEN
GRANTOR
AND
(11~) SJ!. .'JJ;G
.,
'I
/1 WHEREA.\: the said G1~'NE 1: HEf.M, died April 18, 1996, having first made his Last
i I Will and Testament, dated July 05, 1994, wherein he gave, devised, and bequeathed his entire
I j estate to his wife, Saundra L, Helm, and
I'
"
1 i WHEREAS, Saundra Lynn Helm was appointed Executrix of the Estate of(/ENE r.
i; Hf..1Jv1 by Letters Testamentary granted May 06, 1996, by the Register of Wills, in and for
;: Cumberland County, Pennsylvania,
"
I;
! I WITNESSETH, that in consideration of the sum of One and 00/ I 00 Dollar, in hand paid,
II! the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey to
Ilhe said Grantee,
I,
'I ALL that certain tract of/and situate in the Township of South Newton, County of
! I Cumberland, and being described as follows:
II
; I BEGINNING at old stones comer, said comer being the northeast comer of the Thomas
;; Buchanan Warrant and lying along the West line of the David Walts Warrant, and being common
! 110 lands of Reginald Crusey. lands unknown, and lands herein described,
'I Thence through the David Watts Warrant by lands of Reginald Crusey and lands herein
:! described, South 33 degrees 02 minutes East. 73.88 rods to an iron pin comer, said comer being
I: within the David Watts Warrant and common 10 lands last mentioned and lands of the
I' Commonwealth of Pennsylvania,
"
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GRANTEE
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I Thence through the David Walls Warrant and the Thomas Buchanan Warrant by lands of
the Commonwealth of Pennsylvania and lands herein described the following twenty-one (21)
courses and distances:
I. South 56 degrees. 58 minutes West. 0,56 rods to a point on or near the centerline
of Hogshead Road,
2.
North 56 degrees. 02 minutes West, 4,24 rods to a point on or near the centerline
of Hogshead Road,
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3,
North 74 degrees, 00 minutes West, 2,80 rods to a point on or near the centerline
of Hogshead Road,
4.
South 85 degrees, 00 minutes West, 3,56 rods to a point on or near the centerline
of Hogshead Road.
5,
South 71 degrees, 00 minutes West, 3,92 rods to a point on or near Ihe centerline
of Hogshead Road,
, 6. South 56 degrees, 00 minutes West. 37,84 rods to a point on or near the centerline
I of Hogshead Road,
I 7. South 50 degrees, 00 minutes West. 4.40 rods to a point on or near the centerline
I of Hogshead Road,
I 8, South 45 degrees, 00 minutes West, 17,24 rods to a point on or near the centerline
I
, of Hogshead Road,
i
I 9. South 56 degrees, 00 minutes West, 3,16 rods to a point on or near the centerline
'I of Hogshead Road.
10, South 86 degrees, 00 minutes West, 2.44 rods to a point on or near the centerline
I of Hogshead Road,
I
II II. South 79 degrees, 30 minutes West, 22,68 rods to a point on or near the centerline
of Big Pond Road,
12, North 20 degrees, 02 minutes East. 10.48 rods to a point on or near the centerline
II of Big Pond Road.
,. 13, North 28 degrees. 57 minutes East, 4,00 rods to a point on or near the centerline
I of Big Pond Road,
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14, South 85 degrees, 18 minutes West, 352 rods to a point on or near the centerline
of Big Pond Road,
15, North 79 degrees. 42 minutes West, 2,64 rods to a point on or near the eenteTline
of Big Pond Road,
16, North 51 degrees, 42 minutes West. 2,52 rods to a point on or near the centerline
of Big Pond Road,
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17, North 11 degrees, 42 minutes West, 2.64 rods to a point on or near the centerline
of Big Pond Road,
18. North 11 degrees, 18 minutes East, 14,84 rods to a point on or near the centerline
of Big Pond Road.
19, North 03 degrees, 52 minutes East, 7,52 rods to a point on or near the centerline
of Big Pond Road,
20, North 20 degrees. 24 minutes West. 7,68 rods to a point on or near the centerline
of Big Pond Road.
21. North 32 degrees, 40 minutes West, 17.80 rods to a point on or near the centerline
of Big Pond Road,
said point being along the North line of the Thomas Buchanan Warrant and being common to
lands of Rosenberry, lands of the Commonwealth of Pennsylvania, and lands herein described,
Thence along the North line of the Thomas Buchanan Warrant. by lands of Rosenberry, lands
herein described and lands of others, North 53 degrees, 25 minutes East 63.52 rods to old stones
comer, said corner being common to the Warrant land mentioned and also being common to lands
unknown and lands herein described,
Thence by a line common to the lands and Warrant last mentioned. North 73 degrees, 30 minutes
East, 9.48 rods to the place of BEGINNING.
II CONTAINING, 33 Acres, 96 perches, more or less,
I
/JEING the same property which the Commonwealth of Pennsylvania, acting by and through the
Department of Forest and Waters by deed dated May 25, 1970, and recorded in the RecoTder of
I! Deeds Office in and for Cumberland County. Pennsylvania, in Deed Book "S", Volume 23, Page
I 558, granted and conveyed to Gene T. Helm, single man, Gene T. Helm died testate April 18.
1996, On May 06, 1996, Letters Testamentary were granted to Saundra Lynn Helm, Executrix
and Granlor herein,
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COMMONWfAlTH Of PlHNSYLVANIA
t"HIIITANCI TAX InUIN
IISIDINI DICIDlHI
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Print or T a
FILE NUMBER
21 - 96 - 0365
ESTATE OF
(All p'.,.rty leI"tly-ewn.d with 1M Right .f Survl'lOrlhlp mull be dlul...d on Sch.d..I. '1
C.ene T. lJEI11
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
1979 Mercedes automobile titled to Decedent. transferred to
wife as sole heir and beneficiary of the Will ' ' . '
. . . . . ,
$ 3,000.00
TOTAL AI.a ontor an lino 5. Reea
s
3,000.00
(Anact. addillonoI8V,- )C 11- .h.... if more .poc. h n..d.d.1
1If\l1"'tl'l"~ .~~()
. . ~
COM~AllH or PENNSYlVANIA
lN~jERlrANCE TAX RETURN
RE~IOfNT DfCEOfPll
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
rcne 'r. liE! J.I
FILE NUMBER
21 - % - 03(,",
Debts of decedenl mUll be reported on Schedule I.
ITEM
NUMBER
A,
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES
Foge1sancrer Puneral 1I01rC, flUleral bi 11
1,748.(,0
B. ADMINISTRATIVE COSTS:
1, Personal Representative'. Commission.
Name 01 Pel>Df1a1 Representative I')
Social Securrty Numbe~s) I EIN Number 01 Pe""nal Representative(.)
Stre<IAddress
Cily
State
Zip
Yea~'l COmmission Pad:
2.
3,
Altomey Fees Sally J. I-linder, Esa.
Faml~ Exemplion: (If decedent. address is no! the same a. claimant'.. anadlOkptanalion)
Ctaimant Saillldra lIelm
Stre<tAddress 5342 I-lam Sprin<;J Road
Cily Nilliamson Stale Pl\ Zip 17270
wife
Retalionship 01 Ctaimanl to Decedent
3,500.00
500.00
4,
PlObale Fees
5,
Register of l~ills, Letters Testamentary
Accountant. Fees
132.00
6, Tax Retum Preparef. Fees
7.
Register of I-lills, Pile Inheritance Tax Return
Reoorder of Deeds, rcoorc1 deed
dlarrbersburg !\IS, ambulance
Pennsylvania IX>pt. of Revenue, ina::rnc tax
Internal Revenue Service, federal inoorre tax due
Deecher's RarodelinCJ, damage to house
14.00
23.50
1,210.00
2,340.55
19,100.42
1,109.00
8.
9.
10.
11.
12.
TOTAL (Also enter 011 line 9, Recapitulation) S 29, (,98. 07
(If I110Ill space Is needed. insen add'!lonal sheets of Ihe same size)
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<L.a: 9' i15
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