HomeMy WebLinkAbout04-29-08
PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF Cumberland
COUNTY, PENNSYL V ANlA
Estate of Walter R. Helman, Jr.
also known as
File Number
c:L1- 02f!DlS - Otj '6 cJ
. Deceased
Social Security Number
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE ~' OT 'B' BELOW:)
III A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is I are the '5..A.rr~'(' F ~ll ior
last Will of the Decedent dated ~Qt'~ \ \ I ~o Q"3 and codicil(s) dated ~ "\ \ '^
,
named in the
(State relevant circumstances, e.g., renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after executi~fthe instrw@jt(s) off~~:;
for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ~ ~ ;: .~~5 :;-~~
o B. Grant of Letters of Adminmration '~ ~ g ~ ~.~ .~~
(If applicable, enter: c.t.a.; db.n.c.t.a.; pendente lite; durante absentia; di!~iiiitJoritatlP :':1', C:J
,-,.ce'''"1 /'-.. ( -", ,..~
Petitioner(s) after a proper search has I have ascertained that Decedent left no Will and was survived by the follo~~if an~d he~;: (JJ
Administration, c. t.a. or d.b.n.c. t.a., enter date of Will in Section A above and complete list of heirs.) '.:_) C _ --C)
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~dence
Name
Relationship
o
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(COMPLETE IN ALL CASES:) Attach additional sheets ifnecesslllY.
County, Pennsylvania with his I her last principal residence at
Cumberland Coon P A 17093
Decedent, then eo
years of age, died on
at Camp Hill, P A
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 5, DOC. oD
(Ifnot domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 11 ~. OOD. DO
situated as follows: '01 ~l ,.pc- ~ ~. "",,,\~e ~ \e . f'Q - \ (k "n.~~m \'wn, ~ A
" '&: ~ ~
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
or rinted name and residence
Form RW-02 rev. 10.13.06
Page I of2
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COUNTY OF Cumberland : ~ - ~)
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The Petitioner( s) above-named swear( s) or affirm( s) that the statements in the foregoing Petition are true and ~ct to 'the ~~t of
the knowledge and belief of Petitioner( s) and that, as personal representative( s) of the Decedent, Petitioner( s) will well and truly
-1", .:
; ,
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Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
: SS
administer the estate according to law.
~ifL~
Signature of Personal Representative
Signature of Personal Representative
. -
File Number:
~(-~oo~ - o4V
Estate of Walter R. HeIman, Jr. . Deceased
Social Security Number: / Date of Death: Oe:2/ I ~ / c:( D () r
AND NOW, a 1IJr', 0 ,yfI . 4XJ~ . in consideration oflheforegoing Petition, satislilctory proof
having been presented be~T IS DECREED that Letters \ ~o.mutInru
are hereby granted to \. n no E. t-I\n L s.9. + ~
and that the instrument( s) dated a p'i LJ J ~C03
described in the Petition be admitted to probate and filed of record
in the above estate
FEES
Letters ............... $ 02fJJO. ro
Short Certificate(s) " .. .... $~ rOb
Renunciation(s) .......... $ lO.OO
!= ',I ... $ l~,~
_ ... $ (0,6)
- ... $ 5,~
... $
... $
... $
... $
... $
... $
'?r'l 1I a) 8 66
TOTAL ... . . .. .. . . . . . $ ~v 7. .
Attorney Signature:
Attorney Name:
Supreme Court I.D. No.:
Address:
. .
Telephone:
Form RW-02 rev. 10.13.06
Page 2 of2
HJO~.~O~ REV (0]/07)
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
Certification Number
This is to certify that the information here given i.
correctly copied from an original Certificate of Dead
duly filed with me as Local Registrar. The origina
certificate will be forwarded to the State Vita
rj;}~.ing.fEB 2 1 200._8..
(j / /_-
Local Registrar Date Issued
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PRINT IN
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COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(See Instructions and examples on reverse)
C)
t..)
1. Nome 01 ~ (FnI. middle, IuI. suIIix)
Wal ter R. Helman,
5.1qa (lIsIlllrthday) lhIer 1
-
:;..o.':)1}
80
VIS.
DOIIler . Specify:
10. Race:Americ:an Incian, Black. WhIle. ele.
(Sped/y)
. 11. DIcMenl'1 UIuII
Kind 01 Wolle
Driver
. 18. v-Ienl'J MeiIIng AddMs (Street. ri/tf flOWn, slate. ~ code)
Decedenl'1
AduII RooIdInce 17a. Slate
. 107 Boyer St., Sunmerdale, PA 17093
17b. Cw1ly
PA
Cunberland
17e. 0 VOl, Dec:edenl lived In
17d. D No, Decedenl Uved wi1I1in
ActuII LimllI 01
Twp.
18. FaIher's Nome (Fil1l, middle, IuI. suIIlx)
City f Boro
Walter R. Helman, Sr.
19. Molhet'I Nome (First, middle, maiden 1IImII1I8)
Catherine Beckman
2011. Infonnant'I MaIIng Adlha (Slnlel. cIly f town. illite. ~ code)
317 Second St., P. o. Box 44, SUl1JTlerdale, PA 17093
21e. Place oIllispa111on (Neme 01 c:emeIefy. CIllIIIalOIy Of 0It1et place) 21d. L.oc:alioo (City f town, state, zip code)
Rolling Green Cemetery Camp Hill, PA 17011
20L InIarm8nl'I Neme (1Ype I Pr1nl)
Jane E. Maust
Approxlmete 1n18rvll:
Onaello Deeth
28. DId TllbIcco Use Contrillute 10 Death?
o Ves D Probably
DNo~nown
29. W Female:
D Hoc pregnent wIlI1in pest year
o PregnInt at tme of death
o Not pregnent. but pregnent wiIhi1 42 deys
01 deeIh
o Hoc pregnenl. but pregnent 43 deys to 1 yeer
before deeIh
o Ulla10wn ~ pregnent within the pest year
32c.==:~ Sreet, FIlCIoIy,
22c. Nome and Addrass 01 Fac:Iity
Neunyer Funeral Home, Inc., 1334 N. 2nd St.,
23b. Uc:ense Number
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~ lilt candiIionI.. MY. b.
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30L Was M Ai*lpey
Pw1ormed'I
Dyes Ji(No
DYes DNo
3UI.mer 01 DeeIh
l;:l"'NatInI D Homicide
D ~ D PendIng IrMotigeIIon 32<1. r.... 01 "*'"
o Sllicide 0 Could Hoc be 0elem1inId
32g. Loc:etion of InjUfy (Slreet, city flown, stale)
M.
338. CelIlIer (check only one)
. CeI1IfyIng phy*Ian (~ C8Itilyi1g - of dN1h wt*1_ ~ has ptCl1OIn:ed death and ~ed hem 231
To lilt bello! my ---..dIIIh -.mcl dullolllt c:auII(a) 1I1d__1I8I8d.. _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
. =~='~~:~~'::~O~~=__IlIIed.._________________ 0
. = ~-::r~ and I or Inveatlgetion, In my opinion, dIIIh occ:umd allIlt lime, dele, and place, and due to the caUH(I)1lld _ al slated.. 0
35. Regislra(s Signalure
~
DISllOSition Permit No
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LAST WILL AND TESTAMENT
OF
WALTER R. HELMAN, JR.
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I, WALTER R. HELMAN, JR., presently residing in Summerdal$;~~r~d
,~:: 0? ^ \0
County, PA, being of sound mind, memory and understanding, hereby mak!~~iSh~d
.:r::J -
declare this to be my Last Will and Testament, hereby revoking all prev~ Wills"1md
o
Codi~ils made by me. ~
(")
S;o
ARTICLE ONE
Identity of Testator's Familv
I declare that I am married to JACQUELINE M. HELMAN. All references in
this Will to my "spouse" are references to her.
I have eight children now living, whose names are MARIE ROBINSON,
MIRIAM METZGER, JANE MAUST, KATHY KULP, RAMONA PALM, WALTER R.
HELMAN, III, KENNETH HELMAN, and BETSY STILO. All references in this will to my
IIchildren" are references to the above-named individuals.
ARTICLE TWO
Distribution of Estate
(A) I give, devise and bequeath my entire estate, whether real, personal or
mixed, wheresoever situate, to my spouse, provided she survives me by thirty (30) days.
(B) In the event that my spouse should predecease me or fail to survive me
by thirty (30) days, then and in that event:
(1) I give and bequeath my cedar chest and my collection of music,
including compact discs, eight-track tapes and cassettes, to my daughter, MIRIAM
METZGER.
(2) I give and bequeath all of my personal property (excluding any
automobile which I may own) to my children to be divided amongst them. My children shall
be entitled to take from my estate such items of personal property as they desire. It is my
PAGE 1 OF 6
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intention that all of my children shall meet at my residence and decide amongst
themselves which items each will receive, without regard to value. Any disagreement shall
be decided in the sole discretion of my Executors. Any distribution of personal items to my
children shall not be taken into account in the later division of my estate into equal shares.
(3) My children shall be entitled to purchase any automobile which
I may own on the date of my death at the Kelly Blue Book Value. If more than one of my
children wishes to purchase said automobile, my Executors, in their sole discretion, shall
make the final decision as to which child shall be entitled so to purchase.
(4) My son, KENNETH HELMAN, shall be given the first option to
purchase my residence at 107 Boyer Street, Summerdale, for the sum of Seventy-Five
Thousand ($75,000.00) Dollars. In the event that my son, KENNETH, does not wish to
exercise his option to purchase, my daughter, JANE MAUST, shall be given the second
option to purchase the said house for the same Seventy-Five Thousand ($75,000.00)
Dollars. In the event that my daughter, JANE, does not wish to exercise her option to
purchase, anyone of my remaining children shall be given the option to purchase my said
house for the same Seventy-Five Thousand ($75,000.00) Dollars. In the event that more
than one of my remaining children wishes to exercise the option to purchase the house,
my Executors, in their sole discretion, shall make the final decision as to which child shall
be entitled so to purchase. My Executors shall notify in writing each one of my children
of their option rights under this paragraph. My children shall have fifteen (15) days from
the receipt of such notice to notify my Executors in writing of their intention to exercise the
option. Settlement on the transfer of my residence to any child shall take place within six
(6) months from receipt of notice of intention to exercise an option. Receipt and delivery
of notice hereunder shall be measured from the date of mailing, via certified mail, return
receipt requested, or the date of personal delivery.
(5) Prior to any further distribution of my estate pursuant to Article
Two (B)(6), I direct that all debts, fees and taxes of my estate, to include any estate and
inheritance tax, are to be paid.
PAGE20F6
. .
(6) I give, devise and bequeath all the rest, residue and remainder of
my estate, whether real, personal or mixed, wheresoever situate, to my children, to be
distributed equally among them, or the issue of any such children who predecease me or
fail to survive me by thirty (30) days, such issue to take per stirpes and not per capita. In
the event that any of my children should predecease me or fail to survive me by thirty (30)
days, leaving no issue surviving to such event of distribution, then the share of such
predeceased child shall go over and be divided among the surviving children and the issue
of any children who have predeceased me or failed to survive me by the said thirty (30)
days, the latter to take per stirpes and not per capita.
ARTICLE THREE
EXECUTOR
Aooointment
(A) I appoint my spouse as the Executor of this Will. In the event of her
death, resignation, renunciation or inability to act in that capacity, then I appoint my son,
WALTER R. HELMAN, III, and my daughter, JANE MAUST, as Co-Executors of this Will
in her place and stead. In the event of the death, resignation, renunciation or inability to
act in that capacity of either one of the above-name Co-Executors, then and in that event
I direct that the remaining one of them shall act as the sole Executor of this Will.
No Bond Reauired
(B) No bond or other security shall be required of any Executor appointed
in this Will.
Executor
(C) My Executor(s) hereunder, whether original, substitute, successor or
Co-Executors, are referred to herein as my Executor.
Powers
(0) My Executor shall have, in extension and not in limitation of the powers
given by law or by other provisions of this Will, the following powers with respect to the
settlement and administration of my estate:
PAGE 3 OF 6
t.
EmDlovment of Attornevs. Advisors. and Other Aaents
(1) To employ any attorney, investment advisor, accountant, broker,
tax specialist, or any other agent deemed necessary by my Executor; and to pay from my
estate reasonable compensation for all services performed by any of them.
Distribution of Estate
(2) When paying legacies or dividing or distributing my estate, to
make such payments, division, or distribution wholly or partly in kind by allotting the
transferring specific securities or other personal properties of undivided interests therein
as a part of the whole of anyone or more payments or shares at current values in the
manner deemed advisable by my Executor.
All of the above powers may be exercised, except as otherwise provided by
law, from time to time in the discretion of my Executor without further court order or license.
ARTICLE FOUR
Will Contests
If any beneficiary or remainderman under this Will in any manner, directly or
indirectly, contests or attacks this Will or any of its provisions, any share or interest in my
estate established by this Will given to that contesting beneficiary or remainderman under
this Will is revoked and shall be disposed of in the same manner provided herein as if that
contesting beneficiary or remainderman had predeceased me without issue.
ARTICLE FIVE
Funeral and Burial
It is my wish that I be buried in the Rolling Green Cemetery and that the
Neumyer Funeral Home, Inc. of Harrisburg, Pennsylvania handle the funeral and burial
arrangements.
ARTICLE SIX
General
(A) If any of the provisions of this Will or of any Codicils hereto are held to
be inoperative, invalid, or illegal, it is my intention that all of the remaining provisions
PAGE40F6
. .
thereof shall continue to be fully operative and effective so far as is possible and
reasonable.
(B) The headings above the various provisions of this will have been
included only in order to make it easier to locate the subject covered by each provision and
are not to be used in construing this Will or in ascertaining my intentions.
IN WITNESS OF THIS, I, WALTER R. HELMAN, JR., hereby set my hand
to this my last Will, consisting of six (6) typewritten pages, on this 1st day of
Ar'jJ ,2003.
On this 1st day of A- ~
vf:~~!!!!--j(
, 2003, Walter R. Helman, Jr. declared to us that
this instrument was his Last Will and Testament, and we were requested to act as
witnesses to that declaration and to his signature. This will was then signed in our
presence, all of us being present simultaneously. We now declare that he is, to the best
of our knowledge, of sound mind and we subscribe our names as witnesses.
Addresses:
of
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PAGE 5 OF 6
..
. .
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of ~
: ss
I, Walter R. Helman, Jr., Testator, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament, that I signed it
willingly, and that I signed it as my free and voluntary act for the purposes therein
expressed.
WoJbflrr'/~~
Walter R. He man, Jr. /
Sworn to er,affirmed ~~owIedged before me by Walter R. Helman,
Jr., the Testator, this -E::L day of ,2003.
,- Not~rial se~~ Public
\ Mariann L. St'~~~erl~d county
~ L.emOyne ,BO,roOn Expires Jan. 2. 2005
, _.~'~.~:~~ss,
AFFIDAVIT
Commonwealth of Pennsylvania .
County of e~~ 5' () _ : :s · f.
we.~ ~ and 'J~
the witnesses whose names are signed to the forego' 9 instrumen ing duly qualified
according to law, do depose and say that we were pr sent and saw the Testator sign and
execute the instrument as his Last Will and Testame t; that Walter R. Helman, Jr. signed
willingly and that he executed it as his free and voluntary act for the purposes therein
expressed; that each of us, in the hearing and sight of the Testator, signed the Will as
witnesses; and that, to the best of our knowledge, t Testator was at that time 18 or more
years of age, of sound mind and under no constr or undue infl
~~ --P. Zo~
Wffie~ Wn~
(\ ~W9(fI or affirmed to an~ subs ibe.d to before me by \::)e~ O. (SU."".....
and bf'm n4 J .~lC:::fl rGt \C , witnesses, this I~ day of P---P"- ,2003.
.~"~'"'=-'------Notaria' Seal Public
; Mariann L. Sti~IYI Not~~~d County
, v.moyne 130m, ::.:-un:be Jan 2 2005
\ f"~1 rnrnrnissnn ,:,.XPlfeS . I
.. \....,.: v-, . ..""...___-
PAGE60F6
Fr::(,:r,Qn~n nc:;r,r-
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Cumberland
REGISTER OF WILLS
COUNTY, PENNSYL VANIA
2068 APR 29 AM": 03
CLERK OF
ORPHAN'S COURT
CUV8:'~':;;j\'r; CD.. PA
RENUNCIATION
Estate of Walter R. Helman, Jr.
. Deceased
I, Jacqueline M. Helman
(Print Name)
. in my capacity/relationship as
of the above Decedent, hereby renounce the right to
Executor
administer the Estate of the Decedent and respectfully request that Letters be issued to
Jane Maust
A-pr: / c:;l 0 l' ~o " i"
(Date)
~~~ ~~'1' LIY} l~
(Si e)
JD7 /30 yo4/" $1-
(Street Address)
~m~da.,/~ f'A 17D93
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renunciation for the
purposes stated within on this ';>0 ~ day
of ~Q Q , daO~
~,~) ~
Notary Public
My Commission Expires: - .
Deputy for Register of Wills
(Signat\lre and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
Form RW-06 rev. 10.13.06
,1- NOTARIAL SEAL .
. . L stiely, NotarY Pubhc
MariaM cumberland County
Lemoyne Boro., . 02 2009
My commission explfes January , .-l
'\~~.~. .'..........0
. ''',c.., '/ ':}: H.. nn-If'\,E "_.,,,.
:,,',01 ',:"}l.. 'lrr:lt.. h'
zaOB APR 29 AM II: 03
RENUNCIATION
CLERI\ OF
ORPHAN'S COURT
REGISTER OF WILLS CU~J:Y~qr:"!D ':0. P,t\
COUNTY, PENNSYLVANIA
Cumberland
Estate of Walter R. Helman, Jr.
. Deceased
I, Walter R. Helman, III
(Print Name)
Successor Co-Executor
. in my capacity/relationship as
of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
Jane Maust
4ft ;;>.D.~O D~
(Date)
tJ~~
(Signature)
3.30 Pe,pp~c.D~1'")
(Street Address)
f...r.o J 0..; fA I '7 D a.5
(City, State, Zip)
Executed in Register's OffICe
Sworn to or affirmed and subscribed
before me this day
of
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renunciation for the
purposes ~ within on this gO't'- day
~~~c37~.
Notary Public
My Commission Expires:
Deputy for Register of Wills
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
NOTARIAL SEAL
Mariann L Stiely, Notary Public
Lemoyne Boro., Cumberland County
My commission expires January 02, 2009
Form RW-06 rev. 10.13.06