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OATH 0.. SUIlSCRIIlING WITNESS
COMMON ALTH OF PENNSYLVANIA i ss:
COUNTY OF C BERLAND
This day of
before me, Register for the Probate!:..WilIs and granting lelters of Administration in a
the Commonwealth of Pennsylvania, pCh nally came
.D.,19
for said County of Cumberland, in
the subseribing witnesses to the foregoing instrument 0
Mildred E. Helle
Julv 13 , 1977
late of
Carlisle Borough
Cumbe nd County Pa., deeeased who being duly sworn
aecording to law, depose and say,
sign, seal, pu ish, pronounce and declare the said
Testament and Last Will, and at the time of so doin
was of sound and disp 109 mind memory and understanding, to the best of
knowledge, observ on and belief.
and subscribed before
Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA 1 ss:
COUNTY OF CUMBERLAND \
Robert K. Reitzel, Trust Manager. The Carrnonwealth National Bank,
being duly
sworn
says that as nearly as can be ascertained the said decedent
Mildred E. Helle
died on
Thursdav the 21st day of
at or about 6:45 o'clock, ~.
Sworn to and subscribed this
29th day of May
May
A.D..19JlL,
l\~J!;~ Ij, A . )
7 L 1~u/~
Register
o-'~f)C'
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OATH Qt' PERSONAl. REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for th., Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came Robert K, Reitzel, Trust Manager , The ccmnonwealth National Bank,
who, being duly sworn
,do es
depose and say that as
Executor
of the last Will and Testament of
Mildred E. Helle
deceased
he 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 Transf(r,r\he~;) f~ / '
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May 29 A,O,. 1~1 /"-~~' / , '
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DECREE
Be it remembered that on the
29th
day of
May
81
,A,O..19_. there was probated and
recorded the last Will and Testament of Mi ldred E. Helle
late of
carlisle
d TestamentBry
Decease , Letters were granted to
Witness my hand and official seal the day and year aforesaid.
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IN-
. Cumberland County, Pennsylvania.
commonwealth ~ational Bank
q77a~
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. Register
Inventory of the real and personol ostote of
Mil d.rcl..~J..J.!gJle__
decea sed.
Rea 1 Estate
None
Tangible Personal Property
1. Household goods; sold at
2, Household goods; appraised at
3, Jewelry; sold at
4. Watches; appraised at
5, Fur coat; sold at
Intangible Personal Property
6, Evergreen Savings Account No, 18-0010408-3 with The Common-
wealth Nat'ional Bank
7, Accrued interest on item #6
8, Regular savings account no, 190000591-7 with The Commonwealth
National Bank
9, Accrued interest on item #8
10, Checking account #182-462417-3 with The Commonwealth National
Bank
11, Property tax rebate from the Commonwealth of Pennsylvania
12, Refund from Erie Insurance Group
13. Cash
Total Personalty
CC/84086
u
2,087 50
350 00
203 00
385 00
30 00
I'
II 10,456 81
85 53
,
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II 2,757 22
13 71
978 25
57 00
3 00
101 60
17,508 62
I
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
-Ibti.PJllIl1Qlll'lealttulatj,o,naL B.anLby _,Robe rUe _Rei tze.l,..Jr..us LManager-
being duly sworn ._ according to law, deposes and s,'ys that he _--Executo.r-
of the Estate of _Mi-l,dr.ecl-L.-HeUe-
late of Rornllgh of r.ilrli,lt> , Cumberland County, Pa" docoased and that the
within is an inventory mado by .-1biLC,ommonw.eaUtulationa.Lllank , the said_OXE'("lItor
01 the entire estate of said decedent, consjsting of all tho personal proporty and real estate, except real estate ouhide
the Commonwealfh of Pennsylvania, and that the figures opposito oach itom of tho Inventory ropresent i 's fair value
as of tho date of decedent's death.
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and subscribed before me,
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19 .t I
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rlOlIIt'N: M. lltW~ER, Notary i.' \':
Pf,,:N 1'^'P" CUMOEmrltiD COUNTY
t,n' Ci;:...:'/i:~~'!ml EXPi!\fS NfJ'/. 12. 1~3?
'.1I.:il,~t'l, : .:!;,'.',:', .,r\:d '\";'.:~I','ti(lll ul l'k~;lr:.;';
Addr.u
Date of Death
May
D.y
21
Month
19B1
Yur
INSTRUCTIONS
I, An inventory must be Iiled within three months alter appointment of personal representative.
2, A supplement inventory must be filod within thirty days of discovery of additional aueh.
3, Additional sheeh may be at'lached as to personalty or realty
4, See Article IV, Fiduciaries Act of J 949.
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One-third to St. Paul's r~uthcr.an Church of Newport, pennsyl-
vania.
One-third to the Palm Fund of The First Evangelical Lutheran
Church, Carlisle, Pennsylvania, in honor of my late husband,
George O. Helle, the Fund having been established by the
Catherine Van Bora Class.
S. I nominate, constitute and appoint The Commonwealth
National Bank as the Executor of this, my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
13thday of July . A.D. 1977.
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Signed, sealed, published and declared by MILDRED E. HELLE,
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the above named Testatrix, as and for her Last Nill and Testament, I
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in the presence of us, who, in her presence, at her request and in
the presence of each other have hereunto subscribed our names as
witnesses.
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COMHONI,'EALTH OF PENNSYLVANIA
55:
COUNTY OF CUMBERLAND
I, MILDRED E. HELLE, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly: and
that I signed it as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed to and acknowledged before me, by MILDRED
E. HELLE, the Testatri>:, this 13th day of July
1977.
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REV"400 EXt (10-00)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
ESTATE OF
Mildred E, Helle
(Instructions on Roverse Side)
ITEM
NO.
DESCRI PTION
ESTIMA TED
MARKET
VALUE
None
TOTAL None
If additional space is necessary, use 811" x 11" sheets;
DEPARTMENT
VALUATION
!OFFICIAL USE ONL Yi
REV-4,2 E x+ (n-aol
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "C"
TRANSFERS
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Estate of
Mildred E. Helle
INSTRUCTIONS:
1. Answer t:le questions on reverse side,
2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," liB," or "E," its estimated market vallie at date of death, dates of transfer, to whom transferred and '
relationship of transferres to decedent. AlIach a copy of allY trust, deed, or instrument relating to the transferred property.
ITEM
NO.
DESCRIPTION
ESTlMA TED
MARKET VALUE
DEPT. VALUATION
{OFFICIAL USE ONL YI
None
TOTAL
None
;'Z.....~ .' e
If additional space is necessary, use 8W' x "" sheets.
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No",) NO
2, Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) ..llil-
3, If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a, Age of decedent at time of transfer. N/ A
b, Copy of death certificate,
c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d, All other information supporting nontaxability of transfer,
4, Did decedent, in his/her lifetime, make any transfer of properly without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) NO
a, Was there any possibilily that the properly transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".) NO
b, What was the transferee's age at time of decedent's death? Nt A
5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No" ,) NO
b, The right to designate the persons who shall possess or enjoy tile property transferred or income therefrom?
(Answer "Yes" or "No".) NO
6, If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and 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 care of transferor? (Answer "Yes" or "No",) NO
8, Did decedent, at any time, transfer property, the beneficial 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" ,) NO
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 decedent and others ( ), N/ A
REV-453 EX.. (lO.BO)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
Estate of Mil dred E, He 11 e
(Instructions on Revenifl Sida)
BENEFICIARIES AND ADDRESSES
SURVIVED
DECEDENT
Yes
RELATIONSHIP
DATE OF
BIRTH
Le al
-.i.! .
Route 1, Box 141
Mi11erstown, Pa, 17062
Niece
Deni se Homer
Route 1, Box 141
Mi11erstown, Pa, 17062
Grand-niece
Yes
Minor
Ba rrett Homer
Route 1 Box 141
Grand-nephew
Yes
Minor
L nette McNau hton
R. D. #1
Niece
Yes
Le al
Dayl ene McNauqhton
R. D. #1
Elliotsbur Pa, 17024
Grand-niece
Yes
Minor
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INTEREST OF BENEFICIARY
Be uest of dinette se
and yellow gold wrist-
watch
Bequest of Elgin
watch and ~ cash found
in house
Bequests of coins and
~ cash found in house
Bequest of white
wri s twa tch
-------.
The First Evangelical Lutheran
Church
Charit
C~rl;sle, Pa. 17013
Church
Charity
an elica Charity
The above beneficiaries were living at the time of the decedent's death except for the following:
NAME
1 3 residue of estate
1/3 residue of estate
1/3 residue of estate
DATE OF DEATH
,If adctitional space is necessary. use 8~u x 11" sheets.
REV-4!14 EXt (0-110)
COMMONWEAL TH OF PENNsYl.VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL V OWNED PROPERTY
(lIIstructiolls Oil Rever.'w Side)
,
Estate of
Mildred E. Helle
TOT AL PE VALUE OF DEPARTMENT
ITEM DESCRIPTION MARK ET RCE DECEDENT'S VALUATION
NO. VALUE NT INT EREST {OFFICIAL USE ONL YI
-
None
.
TOTAL None ~.~ .AA
, .
II additional space is necessary, use 81fz" x 11" sheets.
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REV.4U EX+ IHOI
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
DOriginol
o Supplemental
o Remainder
FiI e Number
21-81-0337
Estote Nome
Mild red E , He lIe
Dote of Deoth
Mav21,1981
,
Social Security Number 174-0<;-0301;
REPORT OF INHERITANCE TAX APPRAISER
I, tho undorslgnod duly appointed Inheritance Tax Appraiser In and for the County of CU~ber"ar.d
Pennsylvania, do respectfully report that I have appraised the real and personal property as reparte in t e oregalng
retum at the values set forth opposite each Item in the last column to the rl tin Sche le5 IlAU, liB", "e", and If E"
Dated:
.t.{!"-'
.T;::mIl.elY'Y 04 J 19A?
'E.
INVENTORY
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT CODE
VALUE AS APPRAISED
COOE
Roal Properly (Schedule A)
Per.onal Property (Schedule B)
Jalnt.Held Proporty (Schodulo E)
Transf.r. (Schedule C)
$
00+
10+
2lH
30+
TOTAL GROSS, ASSETS
Leu Debt. and Deduc:tlon'
(SCHEOULE F) .
CLEAR YALUE OF ESTATE
o Life Eslate
o Annuity
40-
!!!.ll
FACTOR
PRINCIPLE
VALUE
FOR USE OF REGISTER ONLY
Tax on $
s;QQJ;,
COMPUTATION OF TAX
$
$
$
$
$
6%
Tax on $
15%
T ox on $
Tax on $
Tax on $
Exemption.
Total E.tate
TOTAl TAX
INTEREST FROM
BALANCE
TO
$
$
$
leu Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
5
+ $
S
=
$
+
=
INTEREST FROM
BALANCE DUE
BALANCE
TO
$
92+
93-
COOE
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llev,,"O 18-781 J' " ,; J APPLICATION FOR CHARIT ABLE EXEMPTION:J
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
COMMONWCAI.TII OF PENNSVLVANlf, r:
T 0, r [VENU'- (Ac' of May 28, 1956. P. L. 1757, and Act of June b, \?61,
orrAHTMCN f' I . "-
nURI AU Or- rICI.D oprnATIONS P,L. 373, as amended)
- - ----
.
Application is hereby filc-d for the approval
of t1n ox emption from Pennsylvania Transfcr
Inheritance Tax on tho transfer of the property
described below;
I. Bureau File" __21-8L-33I ----------
2, Dole of Dealh ___,n5~1_~81_,,_ ____,_____________
3, Dote of Approval _d:f!.~~J1r/-1....f.L
4, Nome of Deceden I Mil dred E, He 11 e
5. The Commonwt'alih's appraised value of the property for which an exemption is cJoimcd is S enti rLwjdllp
(Note: Where the property is other than a specified amount of cosh, the exemption cannot be approved until the value of
the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift
or bequest represent~ a stated fractional or percentage portion of the entire estate or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless
such material has been previously filed.
WILL !j.,;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(If other, explain)..
7. Correct Business Harne and Address of Charitable Organization receiving property:
NAME The Fi rst EvangeU.c:aLLutheran Church
l/Lresidue
ADDRESS Carlisle. Pennsvlvania 17013
[X] See listing on reverse side for additional charitable organizations covered,
B. I certify that thc information contained herein is, to the best of my knowledgc and belief, true and correct.
Address of Applicant
~~~ t01~,{~~e~~~;,~:tional
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10 <South Market iq~are
Harrisb~, Pennsylvania
Bank
Estate Tax Mqr.
Signature of Applicant
17108
Official Title
Executor
Dote
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This lorm must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the
decedent resided, or in which letters were issued for a non.resident decedent's estate. If the decedent was a non-resident of
Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau
01 Field Operations, Penna, Department of Revenue, P.O. Box 2970, Harrisburg, Pa, 17105.
Do not write below this line. For Official Use Only
For the Secretary of Revenue REFERRED to Bureau Headquarters
Approved 0
For Secretary of Revenue
Denied* 0
(Initials of Register of Wills)
(Authorized Signature)
(County)
(Title)
(Dote of Referral)
(Dote of Action)
* See revorse side for reasons
MUST BE FILEO IN TRIPLICATE
This section will be campI otcd hL~~!~~_~oacl.s~.!.!E.~~o-.!!J'y~~~..!.I!~~p..p.J.i..C!~!J~:l.J~':...~CfnP'.!i~l..b.~.:~...bo~n dcnic:d.
Dille:
The application for exemption contained on tho fuca of this furm has been denied bocau:-ic _._____._._.____...~__...
-----_.._._-----,_....--~._-_.--..._..__.~-~_._.--.._.._-.--------
.----.------------.--.--..- .
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Note: Any party in interest, including the Commonwealth, oggriev'Jd by this action may within ::dxty (60) days after
the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provhiollS of applicable
Pennsylvania Inheritance and Estate Tax Acts.
Name and Address of
Charitable Organization
St, Paul's Lutheran Church
Newport, Pa. 17079
Palm Fund of the First
Evangelical Lutheran Church
Carlisle, Pa, 17013
1/3 res i due
1/3 resi due
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REV.455 EXt (J.OOI
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
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Estate of Mi 1 dred E. He 11 e Date of Death ..5.::2 I-fl 1
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No. 21-fll-337
Claimant Relationship to Decedent
Claimant's Address at time of Decedent's Death
ITEM DATE NAME OF PAVEE REMARKS AMOUNT
NO,
CO Cost of Probate 21.00
Statement 8.87
Care of do 12,00
Estate notice 18.00
Statement 10,49
L i ht Statement 52.26
Care of dog 48,00
Pro essiona1 services 39,82
Auctioneer fee 633,25
Ju1 Estate notice 21.50
" June rent 325,00
" , Storage of fur coat 35,00
Pled e 380.00
,
Te1e hone service 10.151
Water & Sewer service 12,95i
r
Auctioneer fee 58,00 I
Funeral ex enses 349,13'
A raisa1 fee 14,00
Cost of fi1in 5,00
20 Oct. 8 J, Roger Gra tz Appra i sa 1 fee 5,00
TOTAL CONTINUED
I hereby certify that to the best of my knowledge and belief the foregoing is a just and j'lle statement of debts, funeral'
expenses and expenses of administration submitted to the estate as deductions for Inh., itance Tax purposes.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
COUNTY FILE NO:
33'7
,
DATE
.'
G(I."y,~
ESTATE
[
;:?/- t: I 237
C\yyy, L~ / ~N ,~
FILE NO.
v-
I () ,
COUNTY
DATE OF DEATH.V'\)rUJ .;;. I I? Y I
(
Appraised Value of Estate:
Real Estate
Personal Property
$ ---
+ 17,5-"9,'17
+
$ / '7 S 5'1 .j' '?
. ,
3 9/.5. L),,},
J /3. fc.ljl/" 1/5
/0). '756. GO
$ ;; f! 7, f/S
Jointly Held Property/Transfers
Total Gross Estate
Total Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rote
$
tax due
$
Amount Taxable @ '5% Rate
I? g '7, 8..5
tax due
, 3.3.l~
J:3:3\ I?'
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$
* * * * * . A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PA VMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
Id.'.),-:(I
$ 13J. U
+ $
. $
=
$ /.3J, J if
+
=
+
=
Interest accrues at the rato of six (51 percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
$ 6~1 J,~ "7 \J~
.-,.: " /
/) /// ...(/t.d~
BALANCE OF PENNSYLVANIA INHERITANCE TAX OUE
,
H l \ i j'; 11 ~; i ; I '\',' Ii: