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HomeMy WebLinkAbout81-00012 <r. . ;':) J'rl CIl ~ H ,-' >- ~ 0 <l1 Eo< A \,"; ~ . 0 0 . I:-< Z ~ H ~ 0 !5 <t, ~ :r: N ~ ~ ~ 0 ~ ~ ~ 'n :r: 1FiliI' C'{) - 0 . '"*' 6J ~ CN' 'I ... -= ..c . 0 LLI Z NO, ~~ ") ....... PETITION FOR LETTERS OF ADMINISTRATION IN TIIF. El'iTATE OF ....WU~.Hi:..,r,."..,g~J,I1)......,...........,................. D1ICEAl'iF.D, To .........."", klll);)!".C.." L,\',w.~~"""""""""".".."""."""",..""".",." Register of \Vilis fOl' the Coullty of Cumbedalld, ill 1111' ('ommollwealth of Pellns,l'll'ania, The Petitioll of ....,~~~i!,~.~..~,~,}l?:~,~.~,... ...,.... ......,...., ...., '........... ...,.. ....'.., ,.., .......... ........,.. ........ ....,......,......,.., ',..,",....",.."",..,.".." ,'.", ""'"...."""", respect fully showe I h I ha t "',\ol~,+,~,~~,,!:,:.. ,g~,+,~"',..,""""" "",..",..""""".. 'I f TO\\'lll-ihip , '1'1' I (' t I Qt,t. f P J was a reSI( ent 0 .SO,uthamp,tan..........,...................'''I'lIS~lHj,''/< ,( um lei .Ill( ~OUn ,\, ., ,I e 0 enn,~y_ vania, and a Citizen of United States, and depal'tedlhis life ill testate ill the Coullty of ....~,':',~p.~,~,'.l......... '..,.., ,..",..",.." ....."....""", and Sta t e 0 f " ..r.,e,I,\I,\~)! l Y.1l n;LFI""",..""".,...",.."",..."""",...."""...""""""""....,....""...." on ..........t;,..~~i!y................ the ..........?nL.................., <Ia)' of ..ji!,l).~i!!;'X....,................,........, A, f)" 19,~,L.." at the age of ,..,ft,e........ years, That the said ,.........WUb,\.I);,J"..,H,e.1,I)]...................................., deeeased, left sUI'vivill!( the following named widow or husband, heirs and next to kin, to wit: Name Relationship '.., !;,Q,I1I1;L,e..,~ ,..,1':ly.~ ,~"..,...,"",..,""" '.., """'~,i!!!g.lg,~!;""""""""",.. ................................................................ ............................................ ................................................................ ............................................ ,............................................................... ............................................ ................................................................ ............................................ ................................................................ ............................................ ................................................................ ............................................ ................................................................ ............................................ ................................................................ ............................................ .."..................... Residence R.D.I/6 Box 147 ................1............................................... .. ,~,~, ~ P. p..~,!1? ~ !!.':.g ,." ~!!:,' ..!:.?,?,~,?," '.. '.... ................................................................ ................................................................ ~ o:! '" ..................................QrT'I......._........m,." <=", '" ~A c>g .................................,~..........s.......-::;::n ~j1 z ,^~fF: ..................................~...~.........J..........;::;S.J ;;:::i; 0\ . ~'Q l:J:... 'I~ .................................:.;~Z:1........:;:,...........',~~i, C) ..... ._.r". . ..................................._;-!,;:~:..,.....~...,.........::; , That those above named include all of the next of kin, so far as known, The said deeedent was POssessed of' personal propel'ty to the estimated value of $,;?",Q.QR.:.9,Q...........,.... and of Real I~state, less incumbranee, to the estimated I'alue of' $....0"..,.........,............, as near as can be ascertained, That the said Real Estate in so far as is known is located in ....,....,nmw..................,.......................,.., ',....,..,......,...."..,.."......"""..........."..",..",.."",..""""',......,"",..",.,.".""",..,...",.""",....",.,",..,""',...,"""",....""..",.."" Therefore, your pelitioner(s) respectfully appl,\'(ies) for Letters of Administration in the above named estate, January 6 , 81 Dated ......,................................,........,.., A, [J" ],),....,... Signature and Address ( O{ 0 .( of Pelitiollel'!s) '" '~g:;N.~l~1.tyei:{"',.1?1.~J,f,(!.,2..!..,..,.....,',..".. ,'. ,R, II. "(/6",, .a.QI,:,..L it 7.."""..""" '..,..", '..""..,...." ,..,..",.. Shippensburg, PA 17257 ............................................................,....,...................... II-I?{'_/ '" ...""" ,.,.. '" ."..""'..,, .""""'...""'...""..""'..""..:~..':'..["Lj ~ . L5---- COMMONWI.;A !.TI I OF I'ENSSYLVANI,I COU"lTY OF CU~lImH!.ANll ............, .........' ..... ...c,?,!!)!,i,(! ..1~.~.. ,~y'!".r,s.,.. ,.,....,. ..,....,... ....,. ." .....,.,..,.., ,......,.".,.,' ...................."....... .........,.. named in the above applielltion beinl( tluly ..............,..,........,................,.., a('col,tlinl( to Ill\\', ~IlY that the facts set forth in tbe above application al'e true to tbe Ill"t of ....,..,........ knowlctll(c and belief. .......,....,swoJ:n..,to......,..., .....' ,..,......, and subscribed \ .' .g~m.t~'\fye,l.l).L,,;r;~'.'~"." .,.."""..", "".. before me, ,..",,' '" ..'"" ,.,..',' ",..' .""""",," .,.. """""..""....",",....,..,'" uanuary 6 ,81 ,................................,......"..,..,..,.....,.., A, IJ" \,\..,....,.. ....,....,..,..."......"................,..,...........,.,...........,.........,...... ....,~Mj..,e".., ~~~d..........:,........, ..r.,/"t fI j.(.' Register , January 8. 1981 Flied:, ..,......,.......,........,..,.,.........,.............................., , \ S8: ,...........................".......................................................... A Horney: ,. )).?,I,1lH.t.9,n.,;;"..,P'W,J,s ........, ........,......" P.O. Box 375 Shippensburg, PA 17257 OATH OF PERSONAL REPRESENT A TIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l's: ,..'" ....,....".., ..I;,o,nn~/i,..L ^ ..l:1.y,e J:s"..",....,..,......."......,.."""..",",..,',..,',..,",....,""",..,"",.., ,..."""",..,'. petitioner (s) being duly ......,..,Ii>>',9,);n........,.......................,.... according to law do \'\~..,...., depose and say that as the administra ",........".., of the estate of ..,..~~~~,':\:.,h..H.,,,~~""',..,..,",..,"......"....""'.."'........,....,....,.."".."..,',..," ..............................,....,....,.......,..,..............,........................,....,....,......,..,............,....,..,....,....,.....................,..,..,........,.... deceased .......9,\1~....,......, will well and truly administer the goods and chattels, rights and credits of said deceased, according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances, ........,~~,'?,!':n,..~,'?....,....,....,.."'...."".." and subscribed before me, ....,......,..q,~,~,~,..~........,..........,....,.. A, D" 19,~,~.... Rta~..d.;f~..................... c. ,-f ~ ..,..,........Q:!,~......!b..~....,........,....,......,...., Connie L. Myers ............................................................................................ DECREE 8~ ~ma~ 81 Be it remembered that on the .....,............,............. day of ............................,................... A, D" 19.......... Letters of Administration in the estate of ,......lV.ilbUJ:..L....,!lalm..,.......,............,..............................,....,..,..,.... ,..,....,....,..,,'" ........"..",...."..,....,..,',..,',..,',.. ,.." ,..' ...... late of .." ,~,?~ ~ !:,~~p. ~,,?,t;',,, ~~~,\';~,!:,~ Ii...... ,...... ........, ...."...... ,..' Cumberland County, Pennsylvania, deceased, were granted to ....~g,l,\l,\~~...It,',..tly,~,r.~....,......................,...., ..........,....,..........,..,......,............................,..........,......,......................,......,............................,....................,..............,...., Witness my hand and official seal the day and year aforesaid. ~ ..,........,......q2/d,....,c;",..,o/1~..' /3t::J.. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: being duly _~Jol9.rn, .._' __ according 10 law, do poses and says Ihal ~e ,..is__the,_J"-c1minLsJ:'.ta.t..ri,l\.. __,__________,..__'__'_ __,_" 01 Iho Eslale 01 _Wilbu1" To, Helm lale 01 R. D. 6 Shippensburp; , Cumberland Counly, Pa.. deceased and that the within is an invenlory made by, " ,Collnis L._MJ_s..J:'.s____ ----, Ihe said Administratrix 01 Ihe enlire eslale 01 said decedenl, consisting of all the personal properly and real estate, except real eslale oulside the Commonweallh 01 Pennsylvania, and Ihal Ihe figures opposite each item of Ihe Invenlory represenl it's fair value es of Ihe da 0 01 decedenl's dealh, .._..COJ1n;i.<;j L. \1y,<;j1::8 ._-- - ...----.---- .--. ----- -.- ._,-~._._.-.---- -- --- ..d ..b ",,..d ",I." m., \ 19 9/ _,_c.o-~ :to J7l~tfA.I XM9'!lieKX Administrator ELlZMETII n. fEIZER ,olory Public r'Jc'Nvillo, (um!;,:: :J:1d Co, ;dy, Pi!. V,y Commis~ion Expires Sepl. 12, 1983 _,__..--R._12...-6'J--Box 147 Shippenshli.rg, FA 17257 Addrou Dale 01 Dealh _--..-2--..,- Day Januarv Month 1981 Year INSTRUCTIONS I. An invenlory must be filed wilhin three monlhs alter appointmenl of personal representative. 2, A supplement invenlory musl be Iiled wilhin Ihirly days 01 discovery 01 additionalassels. 3. Additional ,heets may b. a"ached as to personalty or realty 4. See Article IV, Fiduciaries Acl 011949, ~ >- 1 .,; I- UJ ~ E-< . ~ '" I- 0 UJ <( ~ . Q, I- ~ U 0 0 VI OJ . . UJ UJ 0 0 '" >- 00 J: '" :r.: +' . ~ I- Q, Q, c Z I- -' u- p 0 ~ 1 u- -' <( 0 '1 ~ Q, 0 -. I W 0 <( UJ HI .;. .' Yl [::iV l>J3m.lt1:l :l: Ii > z '" 8\ :e - :O:::,c. '.'IJJ,:J.. ~:::31J <( Z 0 c 0 ::s . II VI z 0 0 '" ~\ 0 u z UJ <( Ul :11: hi II NIII' lB. .. Q, "tl C ;;;. 0 \ - 0: 0 . J> .' -'," -" . E I , . ,j I :. I ~~ .:I CI ." -" - ," ~,," ,,;J"U30~003~ ~ 0 I 0 . 0 , -' U u: CD Inventory of the real and personal estote of Wilbur L. Helm --.--.---- -, I Cnecking Account #28760-1 Peoples National Bank, Shippensburg Conrail wages earned and vacation pay 1977 Ford Sdn. sale price Refund on 1980 Federal Income Tax deceosed, ,} /1') .. $ 2,95 .01 3,46 .10 2,60 .00 1,73 .00 II I f~E""Ull (,~ao) COMMONWEAl. TH OF PENHSY I.VANIA OEPARTMENT OF REYENUE TRANSFER IHHERITANCE TAX RESI~ENT DECEDENT AFFIDAVIT OF FIDUCIARY (Instructions on Reveno Side) r~ ~fM \~I Estote of W ilbu~r" L~.__!1e 1m Lost Address R. D. 6!.,_~ox _147 Dote of Deoi\, _~__.!!,n\llwy 2, 1981 Social Security No. _?1 0-26-6219 Shippens~urg, PA 17257 Bureau File No. -'-~'-' lei TV) (SlA TEl ( ZIP) County File l~o. 21-81-12 1. Decedent died: ( X) Intestate (without 0 will) ( Testate (leaYing 0 lost will--copy attached) 2. Is the filing of 0 Federal Estate Tax Return required for this estate? Yes,_ No X 3. Executor/Executrix (X ) Administrator! Administratrix Name Connie L. Myers Address R. D. 6. Box 147 4. All correspondence should be mailed to ( X) Attorney ) Fiduci ary. n o:l nr- c~ ~ ::0'" ::f:~ ",'" to:> , '- 2g :~~-:; c Ul:;r.l z: .-It'.J 1:~? "'11"11 '~~'l ~~ ~ ~ '? '. '.;', 'Is 'C " ,', '" ,-, ,., -. ,. ~l1ippFmAhllT'g, t'A 17?S7 (CITY) (STA.TE) (ZIPl 5. If on atlorney is representing the estate, indicate: Nome Hamilton C. Davis, Esq. Address P. O. Box 375 Shippensburg, PA l72~7 (CI""') (!:oTATE) IZIP) List all safe deposit boxes registered in the decedent's individuol nome, or jointly with, or os on agent or deputy of another, or in decedent's individual nome with right of access by anotner os agent or deputy. Include the nome and address of the bonk or other institution where the safe deposit box is located, the nome (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED REI.ATIONSHIP OF JOINT liOI.DERS TO DECED~NT NONE -_._-_.._--~-- -'-r ..--.-., .- ._--..... ...-...-".-.-.- Under penalties of perjury, I declare that I hove examined this return, including occompanying schedules and statements, and to the best of my knowledge ond belief it is true, correct and complete. ~_i..m&JM/ SIGN~E- gF Flt\UCIARY l/ / ./~/ R( DATE REV-4!lf) 1'-aOl COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT SCHEDULE "A" REAL PROPERTY :~~~1.- ~~'~ m'; 'e.it 1,.,1,. .',. '.'v'~fi/i:j (Instructions on Reverse Side) ESTATE OF --.Wilbur_L.Helm__ ITEM ESTIMA lED DEPARTMENT DESCRIPTION MARKEl VALUATION NO. (OFFICIA~~ USE V ALU E ONLY NONE TOTAL THIS PAGE - {J- - . cJ - - ./J~ REV.451 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* (Instmci'ions on Raversa Sic/a) Estate of Wilbur L. Helm ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFFICIAL USE ONL Yi Checking Account,Peoples Nationai Bank $ No. 28760-1, Balance January 2, 1981 2,953.01 Conrail - Wages earned and vacation 3,463.1 ( wages owing as of January 2, 1981 1977 Ford Sdn. Sale price 2,600.0 Refund of 1980 Income Tax 1,737.0 TOTAL THIS PAGE ........ I,~ 7:13./1, $10,753.11 ;# ;1 QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any hansfel of anI' material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No" ,)--..NiL. 2. Did decedent, withinlwo years of death, transfer property from himsel f! hersel f to himsel f/hersel f and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) --1I!L- 3. If the answer to one or two above is "Yes" and the transfers are claimed 10 be nontaxable, provide the following information: not applicable a, Age of decedent at time of transfer, b, Copy of death certificate, I c. Affidavit by the attending physician indicating the state of decedent's health allime of transfer, i d, All other information supporting nontaxability of transfer, I 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration ! ' therefor which was to lake effect in possession or enjoyment at or after hislher death? (Answer "Yes" or "No",) Nn a: Was there any possibility that the property transferred might return to transferor or hislher estate or be subject to hislher power of disposition? (Answer "Yes" or "No".) N/ A b. What was the transferee's age at lime of decedent's death? N/ A 5, Did decedent in hislher lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for hislher life or any period which does in fact end before hislher death: a, The possession or enjoyment of or lhe right to income from the property transferred? (Answer "Yes" or "No".) -lliL b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No",) No 6, If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others, N/ A 7, Did decedent in hiS/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or careot transferor? (Answer "Yes" or "No",) No 8, Did decedent, at any time, transfer property, the blMficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No",) Nn 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) N / A REV.453 (1.80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT SCHEDULE "0" BENEFICIARIES ~. ~\ ~ (Instructions on R(NerSe Side) Estate of Wilhur L. Helm BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Connie L. Mvers R n h Rnx 1),7 Dnwzhter Yes sui-iuris 100% -, Shiooensburg, PA 17257 *-*_._-_.. ---- - . - --.-.--.--.- ---.----.- -,----- ---~-_._. ._------ -'---- ---~._._-- - ---. ..---.-.--.....-..*------- -, - ----- -- -... -"---- 1-- ; ; - ,---, ..-----t , -- --~ . ",. ", - .__n_ - -, ..,- : The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH REV.454 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT (Instructions on Rever.lie Sido) ~, W."" " f ,~.;}Il , " .t SCHEDULE "E" JOINTLY OWNED PROPERTY Estate of Wilbur L. Helm P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET C DECEDENT'S VALUATION NO, VALUE E INTE REST (Official Use Dilly) N T NONE NONE - TOTAL THIS PAGE -()- -O~ -- ;j~ Fl,EV.455 \1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS *' < ,tr-'r' .' '..; \ "':" 1, _.._u_ _ ___ -_.._---------_.~--- --~-_..- . , .--.~ .. --.. ---' ~~ .--.------------- .-. -,-~---------_.__._- Estate of Wilbur L. Helm Date 01 De<lth January 2, 1981 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: FilP. No, 21 -81-12 Claimant Connie L. Myers Relationship to Decedent Daughter Claimant's Address R. D. 6, Box 1~,7, Shippensburp;, PA 17257 ITEM , NO, DATE NAME OF PAYEE REMARKS AMOUNT Register of Wills Letters of Ad:n in is trat ion 13.00 Re~ister of Wills Short Certificates h.OO Cumberland Co. Law Journal Advertise Letters 18.00 . The News Chronicle Advertise Letters 15.00 Westminster Cemetary Funeral Account 115.00 Fo~elsanQ'er Funeral Home Funeral Account 1 Qnc' nn Cnnnie L Mv"rs Familv Exemntion 2 000.00 Connie L. Mvers Administratrix Commission r:,'n . 66 'd Hamil ton C. Davis Attornev Commission ~nn nn Cosh Reserve for Filin" Account etc. sO.OO Register of Wills FilinQ' Inventory 1.00 TOTAL THIS PAGE I $S.1S0.66/ I hereby certify that to the best ?f my knowledge <lnd belief the foregoing is a just <lnd true statement of debts, funeral 1/j expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes, () t'VJ1/r1 / ~ d' ,//..(.{.eA,.L:J,/ 1-:t3-R'1 SIGNATURE OF A'.TO~EY/FIDUCIARY DATE OFFICIAL USE ONLY A DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT PERCENT, nEGISTEI~ OF WILLS DATE I I I I i ! ~ ~ ~ ~ z ~ ~ 0 :>< :>< ~ '" ::> ...l ~ < - u Z - 0 ~ ~ - i 0 ~ " ~ ~ ' ! ~ ~ fo- 0 en 0 Z " '" ~ '" :>< f0- e) - ~ fo- ~ Z Z fo- Z ...l e) - " ;:; ~ Z ~ ~ ~ ...l Z ::E z t:I ::> U " Z ~ ~ en ~ 8 0 < - ~ t:I "" ...l