HomeMy WebLinkAbout10-16-08 (2)REV-1500 EX ~ (a-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
I`
W HELT Richard B.
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~ DATE OF DEATH (MM-0D-Year) DATE OF BIRTH (MM-0D-Year)
W 01 /05/2008 11 /06/1938
Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICUIL USE ONLY
FILE NUMBER
2~ 0- 0 ~_ 8 0 0 3_ 7 3
SOCAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~
x ^X 1.Original Return 2. S lemental Return
^ uPP
^ 3. Remainder Return (data or death Prig to tz-~~-ezl
~ ~
W
O ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date or de:rm arter t2-12-82) ^ 5. Federal Estate Tax Retum Required
v d m ^X 6. Decedent Died Testate (Attecn ~epy orw~ ^ 7. Decedent Maintained a Living Trust (Attacn espy ofTruet) 0 8. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received ~ ^ 10. Spousal Poverty Credit (date or death Oelwsen ~z-3t-9~ and t-t-ss) ^ 11. Election to tax under Sec. 9113(A) tatacn scl, of
Z NAME .. .:: .:.:.::.::::::.:::.::.::
w
° COMPLETE MAILING ADDRESS
z Nelson J. Sack E uire 11 South Olive Street
FIRM NAME (flAppicabb)
~ 4th Floor
p
TELEPHONE NUMBER
C7 ,~_,
c~
610 565-6400 X16 Media ~~
P 19063 --~
1. Real Estate (Schedule A) (1) _,,_ ~,;
-~ r~r-t FICIAt_-iISE ONLY
_
2. Stocks and Bonds (Schedule B) (2) - Cn ~~ ~ _ _
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) _~ ~ ~? ~ /
4. Mortgages & Notes Receivable (Schedule D) (4) ~
5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) 196,819.66 ~"~
'~
(Schedule E)
Z
~ 6. Jointly Owned Property (Schedule F) (6) 0.00
^ Separate Billing Requested
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
N (Schedule G or L)
a
U 8. Total Gross Assets (total Lines 1-7) (g) 196,819.66
~ 9. Funeral Expenses a?< Administratnre Costs (Schedule H) (9) _ 25,201.59
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 19,723.28
11. Total Deductions (total Lines 9 & 10) (11} _ 44,924.87
12. Net Value of Estate (Line 8 minus Line 11) (12) 151,894.79
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 151,894.79
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z
~ 15. Amount of Line 141axable at the spousal tax
N rate, or transfers under Sec. 9116 (a)(1.2) _ 151,894.79 X .0 ~ (15)
Fa.. 16. Amount of Line 14 taxable at lineal rate X .0_ (16) 0.00
4. 17. Amount of Line 141axable at sibling rate X .12 (17)
U 18. Amount of Line 14 taxable at collateral rate X .15 (18)
19. Tax Due (19) 0.00
20. ~ ~ ~~ • ~ ~ • ~ • •••
Decedent's Complete Address:
STREET ADDRESS
5845 Fawn Meadow Lane
STATE PA ZIP 17052
ciTV Enola,
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit 0.00
B. Prior Payments 0.00
C. Discount 0.00
Total Credits (A + B + C )
3. InterestlPenalty if applicable
D. Interest 0.00
E. Penalty 0.00
Total Interest/Penalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check f
(1) 0.00
(2)
(3)
(4)
(5) 0.00
(5A)
(5B) 0.00
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;.or ................................ X
~~ 0~ d. receive the promise for life of either payments, benefits or care? .......................................................... ^
~`~ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..........................................................................................
~.~ ^ ^X
~,0`~3. Did decedent own an'in trust for" or payable upon death bank account or security at his or her death2 ............... ^ 0
* ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penegies of perjury, I dec~re that I have examined his return, including accompanying schedu~s end statements, end to the best of my IarovAedge and beret, ft is true, correct and complete.
Decleral'an of paperer other then the personal representative is based on al rrdormetxxr of v~hich paperer has erry larowledge.
SIGNATURE OF P RSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS • c/o Nelson J. Sack, Esquire
11 South Olive Street, 4th Floor Media PA 19063
ADDRESS 11 South Olwe'Street, 4th Floor °
Media PA 19063
..............
.......................................................................................................................................................................................... ~ o
For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or fa the use of the surviving spouse Is 3 /o
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on a after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0°k [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exemat a transfer to a survving 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 twenty-one 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% [72 P.S. §9116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5°~, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12°k [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.
~~
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'+ LAST WILL AND TESTAMENT
OF
RICHARD B. HELT
I, RICHARD B. HELT of 605 Bender Drive, Aston, Delaware
County, Pennsylvania, hereby declare this to be my Last Will and
Testament hereby revoking all former Wills and Codicils previously
made by me. ~ ~ -_
WITNESSETH n~C'> ~ :;'~-`~
FIRS T ~;~ cn ~ ~" ~-~' ~'
t;, O ~ ~;, ., ~~
I declare that I am married to MILDRED ~~ELT~dnd =t~ii~
tV ; `. ~_,
~-•--
all references in this Will to my wife are referees to~he `sa~rii
MILDRED C. HELT. I have three (3) children whose names are
ERIC G. HELT born on April 13, 1966, THOMAS E. HELT born on April
15, 1968 and A. MARIJA HELT born on August 9, 1971. I have no
deceased children. All subsequent references in this Will to
"my children" include ERIC G. HELT, THOMAS E. HELT, and A. MARIJA
HELT and any child or children hereinafter born to or adopted by
me.
SECOND
I hereby nominate, constitute, and appoint my beloved
wife, MILDRED C: HELT as Executrix of this my Last Will and Testa-
ment; in the event that she predeceases me, or for any reason is
;, .
j unable or unwilling to serve as Executrix, I then nominate, con-
stitute, and appoint my son, ERIC G. HELT of Aston, Delaware
County, Pennsylvania as Executor of this my Last Will and Testa-
;i
ment. In any event, I direct my Executrix or Executor shall serve
R.B.H.
,~
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~iwithout bond or prior approval of the Court and is authorized to
:;reduce any and all property to a cash value for the purpose of
~~distribution.
i
ii THIRD
R.B.H.
'! I direct my Executrix to gather together all the assets
f~of my estate and to pay therefrom all of my just debts, including
iythe costs and expenses of my last illness, funeral, and gravestone.
jI further direct that all taxes, and interest and penalties there-
on, which may be assessed as a consequence of my death, both
,ifederal and state, whether applying to a property passing under
li
~~this Will or otherwise, shall be paid from the residue of my
I'
~~estate as a cost of the administration thereof.
!~ FOURTH
~~ I hereby give, devise, and bequeath all of my property,
i
I both real and personal, of every kind and every description, and
j;
wheresoever situated, of which I shall die seized or possessed,
~~
l including property over which I shall have any disposing power to
my beloved wife, MILDRED C. HELT, providing she shall. survive me
i
~,by sixty (60) days.
~~
E~ ~ FIFTH
f!
~ In the event that my beloved wife, MILDRED C. HELT,
;shall predecease me, or fail to survive me by sixty (60) days,
!then and in that event, I give, devise, and bequeath all of my
~i
j property both real and personal, of every kind and every descrip-
i
!tion, and wheresoever situated, of which I shall die seized or
!;possessed, including property over which I shall have any disposinc
I
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';;power, equally to my beloved children, ERIC G. HELT, THOMAS E. HEL1
';and A. MARIJA HELT, per stirpes, absolutely, and in fee.
?~ SIXTH
{ If either of my beloved children, THOMAS E. HELT, or
's
~~ A. MARIJA HELT shall be under the age of twenty-five (25) years of
j~age at the time of my death, then and in that event, I direct that
i~
~~the gift, devise, or bequest to that person or persons be held in
I+
j TRUST until that child or children attains the age of twenty-five
j~(25) years. I further direct that the share of the real and/or
personal property directed to said beneficiaries under the pro-
visions of this Will shall be retained, invested, or sold in the
sole discretion of my said Trustee and I direct that the said
Trustee shall apply such parts of the principal thereof, as in the
~!
sole discretion of the said Trustee, as may be necessary for the
,,
beneficiary's maintenance, support, and education, and any balance
;~
~,~ remaining in the hands of the said Trustee shall be paid to the
'~ said beneficiary or beneficiaries upon their attaining the age of
ii
twenty-five (25) years. I direct that such payments for main-
Ii
tenance, support, and education, shall be made by the said Trustee
~~ without the necessity of securing any Order of the Court.
~;
'? SEVENTH
~?
I hereby appoint my son, ERIC G. HELT, as TRUSTEE of
the TRUST created in .clause SIXTH above and direct that he is to
serve without bond or prior approval of the Court.
R.B.H. ~~
.~
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EIGHTH
If the minor child, A. MARIJA HELT, shall be under the
age of eighteen (18) years at the time of my death, then, and in
that event, I nominate and appoint my son, ERIC G. HELT as
Guardian of the Person of the said A. MARIJA HELT.
NINTH
The interest of the beneficiaries hereunder shall not
be subject to anticipation or to voluntary or involuntary alien-
ation until the distribution is actually made.
TENTH
I hereby authorize my Executrix and Executor and any
Trustee and Guardian of the Person named in this Last Will and
Testament, in addition to any and all other powers previously
conferred upon them, without Court approval, to retain any prop-
erty pending distribution hereunder, to liquidate property and
convert property to cash, to invest in or purchase any property
without restriction to legal investments for fiduciaries, to
borrow money from any source and pledge assets of the estate
therefore, to distribute property in kind, to compromise claims,
and to sell property at public or private sale.
IN WITNESS WHEREOF, I, RICHARD B. HELT, the Testator,
have to this, my Last Will and Testament, set my hand and seal,
this /~ day of Ucr---~w~..1~ A.D. 1988.
,= ,~ i
~/ 1 ~.~ a
R.Q.H.
RICHARD B. HELT
-4-
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i~ The foregoing instrument was sealed, subscribed, pub- {
'! lished, and declared by the Testator above named, RICHARD B. HELT,
,~ ~
jj as and for his Last Will and Testament, in our ~
presence, and in
'~
;;
the presence of each of us, and we, at the same time, at his re- j
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'~ uest, in his
q presence, and in the presence of each other, here-
' ~
unto subscribe our names and residences, as attesting witnesses,
!~ I
f this day o A.D. 1988. I~I
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///~,f ~ //// f~
R.B.H.
~~~ ~~
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Y ~
WI NESS ~ ADDRESS
~1
-5-
REV•1SOB IX ~ (1.97)
SCHEDULE E
COMMONWEALTH OFPENNSYLVANUI CASH, BANK DEPOSITS, ~ MISC.
INHRES~ENTDECEDENTN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
HELT. Richard B. 20 08 00373
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Conestoga Bank 3,383.64
Prime Checking Account #3683204
(See Bank Valuation Letter Attachea~
2. Conestoga Bank 15,202.74
Statement Savings Account #368201
(See Bank Valuation Letter Attacheo~
3. Conestoga Bank 669.36
3 Month Cert~cate of Deposit #3683231
(See Bank Valuation Letter Attached)
4. Conestoga Bank 10,490.57
3 Month Certificate of Deposit #72368048
(See Bank Valuation Letter Attached)
5 Conestoga Bank 15,342.57
3 Month Certificate of Deposit #72411847
(See Bank Valuation Letter Attached)
6. Conestoga 19,026.03
12 Month Certificate of Deposit #72424197
(See Bank Valuation Letter Attached)
7. Fidelity Investments 57,367.89
Account #X96-076341
(See Bank Valuation Letter Attached)
8. Fidelity Investments 56,181.86
Traditional IRA #3AJ-402532
(See Bank Valuation Letter Attachea~
9. 2006 Forc1500 SEL 16,155.00
AWD, mileage 14,392
10. 1996 Dodge Truck 3,000.00
TOTAL (Also enter on line 5, Recapitulation) I $
819.66
(If more space is needed, insert
of the same s¢e)
~~
C0~7E'StO a
~'~= Barak
165 POTTSTOWN PIKE•CHESTER SPRINGS. PA 19425
610-321 •6900.610-321-6901 FAx
WWW.CONESTOGABANK.COM
~~^ _- _- I ~ ~ L,
~~
April 28, 2008 ~`~ ~1NR 3 ~ 200$ .
Nelson J. Sack, P.C. ~QY _~ ____
Attorney at Law - -"-
11 South Olive Street 4`h Floor
Media, PA 19063
RE: Estate of Richard B. Helt
Dear Mr. Sack:
Following is the information that you had requested regarding the accounts for
Richard B. Helt:
3362001
Title /Account Owner:
Date Account became Joint:
Date of Death Valuation:
Accrued Interest to 1/x/2008:
Balance as of 1/1/2007:
3683204
Title /Account Owner:
Date of Drat" Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
3683201
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5!2008:
Balance as of 1/1/2007:
Statement Savings
Thomas E. Helt or Richard B. Helt
2/23/1993
58,110.38
51.02
52.27
Prime Time Checking
Richard B. Helt
53,383.~~
50.20
5880.49
Statement Savings
Richard B. Helt
51 x,200.77
S1.97
S 12,855.39
Member FDIC ~,~.~~....
g.gpp ~p LENDER
3683231
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
72368048
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
72411847
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
72424197
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1 /5/2008
Balance as of 1/1/2007:
3 Month Certificate of Deposit
Richard B. Helt
$668.98
$0.38
$640.98
3 Month Certificate of Deposit
Richard B. Helt
$10,484.58
$5.99 -
$10,060.55
3 Month Certificate of Deposit
Richard B. Helt
$15,335.86
$6.71
$0 Account was opened 6/20/07 with
$15,000
12 Month Certificate of Deposit
Richard B. Helt
$19,013.95
$12.08
$0 Account was opened 10/04/07 with
$18,000
Please feel free to contact me at 610-321-6926 should you have any questions.
Sincerely,
Amanda Kolva
Conestoga Bank
_ -. _
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IIYVFSTMENT~
.~ May 1, 2008
NELSON J SACK, P.C.
ATTN: NELSON J SACK
11 SOUTH OLIVE STREET, 4TH FLOOR
MEDIA PA 19063
Dear Nelson J Sack:
~ '1~ U ~ 1
D
~~ MAY 0 6 2008
We are responding to your request for information regarding Richard B Helt's Fidelity
accounts.
Account Number: X96-076341
Registration: Richard B Helt -Individual
Value on 1/5/2008: See attached valuation report B80872
Account Number: 2AJ-402532
Registration: Richard B Helt -Traditional IRA
Value on 1/5/2008: See attached valuation report B80873
All information in the enclosed valuation report(s) is based on assets in the above-listed
Fidelity account(s) as of the date indicated on the report(s). Valuation information for
these accounts is provided through Evaluation Services Inc., a third party valuation
service provider. Fidelity does not warranty the accuracy of this information for any
particular purpose. In addition, Fidelity does not provide legal or tax advice. Consult
with an attorney or tax professional regarding any specific legal or tax situation.
We hope this information is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastern time Monday
through Friday or visit our website at www.6delity.com.
Sincerely,
Fidelity Investments
Our File: W004798-28APR08
., .
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REV-1508 IX. (1.9~
SCHEDULE F
COMMONWEALTH OF PENNSriVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HELT. Richard B. 20 08 00373
If an asset was made Joint within one year of the decedent s date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Thomas E. Helt
B
c
Institutionalized in Florida
JOINTLY-OWNED PROPERTY:
Son
REM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
Include name of finanaal insfilution and bank eccouM number a similar identifying number. Attach
deed forjaMy-held iealestate.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERESI
1. A. 02/23/93 Conestoga Bank 8,111.40 0. 0.00
Statement Savings Account #3362001
Decedent's name on account strictly as custodian for
son's social security disability payments.
(See Letter Attachea~
(If more space is
TOTAL (Also enter on line 6, Recapitulation)
additional sheets of the same sizel
S
0.00
1918
Social Security Administration
Retirement, Survivors, and Disability Insurance
Notice of Change in Benefits
Mid-Atlantic Program Service Center
300 Spring Garden Street
Philadelphia, Pennsylvania 19123
Date: January 23, 2008 ~
Claim Number: 192-30-8494C1
000001252 01 MB 0.360 T009,MAD,0122,PC2,I,PH,
THOMAS E HELT
PO BOX 2358
ASTON PA .19014-0358
I~~~III~I~~II~~~~~~II~I~~ill~~~~~ll~~l~l~l~~l~~l~l~l~~l~~ll~~l
We are writing to give you new information about the child's
benefits which you receive on this Social Security record.
Your Benefits
We raised the monthly benefit beginning January 2008 because of the
death of RICHARD HELT.
What We Will Pay
• The next check you receive will be for $1,143.00, which
is the money you are due through January 2008.
• After that you will receive $1,143.00 on or about the
third of each month.
Do You Think We Are Wrong?
If you disagree with this decision, you have the right to appeal. We
will review your case and consider any new facts you have. A person
who did not make the first decision will decide your case. We will
correct any mistakes. We will review those parts of the decision
which you believe are wrong and will look at any new facts you have.
We may also review those parts which you believe are correct and may
make them unfavorable or less favorable to you.
• You have 60 days to ask for an appeal.
• The 60 days start the day after you get this letter. We
assume you got this letter 5 days after the date on it
unless you show us that you did not get it within the 5-day
period.
C SEE NEXT PAGE
Social Security Administration
Retirement, Survivors and Disability Insurance
Important Information
SOCIAL SECURITY
~ ~ 807 CROSBY STREET
CHESTER, PA 19013
''~ a' er:192-30-8494C1
Se tember 19, 2008
THOMAS E HELT
PO BOX 2358
ASTON, PA 19014-0358
Dear THOMAS E HELT
We are writing to tell you that we cannot pay you because you are imprisoned for the
conviction of a crime.
Based on the information we have, we should have stopped the Social Security benefits
beginning September 2008.
Even though your benefits will stop, we can pay other members of the family if they are
entitled on your record.
Things To Remember
We may be able to pay you when you are no longer imprisoned. Please get in touch with
us after you are released. Then we will review your case to see if we can pay you.
If You Disagree With The Decision
If you disagree with the decision, you have the right to appeal. We will review your case
again and consider any new facts you have. A person who did not make the first decision
will decide your case.
• You have 60 days to ask- for an appeal.
• The 60 days start the day after you get this letter. We assume you got this letter
5 days after the date on it unless you show us that you did not get it within the
5-day period.
• You must have a good reason if you wait more than 60 day s to ask for an appeal.
• You have to ask for an appeal in writing. We will ask you to sign a form
SSA-561-U2, called "Request for Reconsideration." Contact one of our offices if
you want help.
Please read the enclosed pamphlet, "Your Right to Question the Decision Made on Your
Social Secux•ity Claim." It contains more information about the appeal.
See Next Page
Conestoga 165 Pottstown Pike
~an~ Chester Springs, PA 19425
We've got you covered
CDD10204 0 0000572 0)00719 0101 _
Thomas E. Helt
Richard B. Helt
P.O. Box 271
Roaring Gap NC 28668-2503
i
Account Number Type
3362001 Statement Saving:,
Account: 3362001
Statement Date 01/31/2008
Statement Page 1 of 1
Balance
9,116.87
Account Summary for Statement Savings - .3362001
Starting Interest Service Ending
Balance + Deposits + - Paid • - Withdrawals - Charges - Balance
7,419.38 691.00 - 6.49 0.00 0.00 8,116:87
Transactions for Statement Savings - 3362001
Checks/ Deposits/
Date Description Debits Credits Balance
Starting Balanc 7 419.38
01-03 xterna eposit US TREASURY f 691.00 ,11 .
03 - SOC SEC
01-31 Cre it Interest 6.49 8,116.87
The amount of interest earned between Ol-O1-2008 and 01-31-2008 is $6.49.
The average daily balance during this period was 8,065.80.
The minimum balance during this period was 7,419.38.
The Annual Percentage Yield Earned for this account is 0.95$.
Interest Paid YTD: 6.49
866-437-2265
www.conestogabank.co
Conestoga 165 Pottstown Pike
Bank Chester Springs, PA 19425
We've got you covered
COD10104 0 0001081 0001075 0101
Thomas E. Helt
Richard B. Helt
_ P.O. Box 271
Roaring Gap NC 28668-2503
Account Number Type
3362001 Statement Savings
Accou 600
Statement Dat 12/31/2007
Statement Page
Balance
7,419.38
- Account Summaryfor Statement Savings - 3362001
Starting Interest Service Ending
;Balance + Deposits + Paid - Withdrawals - Charges = Balance
fi,~42.43 671:00 5.95, 0.00 X0.00 7,419.38'`
Transactions for Statement Savings - 3362001
Checks/ Deposits/
Date Description Debits Credits Balance
12-01 Starting Balance 6,742.43
12-03 External Deposit US TREASURY 671.00 7,413.43
303 - SOC SEC
12-31 Credit interest 5.95 7,419.38
The amount of interest earned between 12-O1-2007 and 12-31-2007 is $5.95.
The average daily balance during this period was 7,370.14.
The minimum balance during this period was 6,792.43.
The Annual Percentage Yield Earned for this account is 0.96$.
Interest Paid YTD: 35.11
n.3r
866-437-2265 www.conestogabank.cc
Your New Benefit Amount
BENEFICIARY'S NAME: THOMAS E HELT
1b1536
Your Social Security benefits will increase by 3.3 percent in 2007, because of a rise in the cost of
living. You can use this letter when you need proof of your benefit amount to receive food stamps, rent
subsidies, energy assistance, bank loans, or for other business.
How Much Will I Get And When? ~
• Your new monthly amount (before deductions) is $883.00
• The amount we are deducting for Medicare medical insurance is $0.00
(If you did not have Medicare as of Nov. 15, 2006,
or if someone else pays your premium, we show $0.00.)
• The amount we are deducting for your Medicare prescription drug plan is $0.00
(If you did not elect withholding as of Nov 1, 2006, we show $0.00.)
• The amount we are deducting for voluntary federal tax withholding is $0.00
(If you did not elect voluntary federal tax withholding as of
Nov 15, 2006, we show $0.00.)
• After taking any other deductions, we will deposit _ 671.00 ~
into your bank account n Jan. , 2007.
If you isagree with any of these amounts, you should write to us within 60 days from the date
you receive this letter.
What If I Have Questions?
Visit our website at www.socialsecurity.gov for information about Social Security. Or, call
1-800.772-1213 and speak to a representative from 7 a.m. until 7 p.m. on business days. Recorded
information and services are available 24 hours a day. Our lines are busiest early in the week and early
in the month; it is best to call at other times. If you are deaf or hard of hearing, call our TTY number,
1-800-325-0778. If you are outside the United States, you can contact any U.S, embassy or consulate
office, or the Veterans Affairs Regional Office in Manila. Have your Social Security claim number
available when you call or visit and include it on any letter you send to Social Security. If you are inside
the United States, you also can visit your local office.
807 CROSBY STREET
CHESTER PA
BNC#: 06B1239F67229 Over >
. ~~
~O/7!°1St0 ~ 165 POTTSTOWN PIKE•CHESTER SPRINGS. PA 19425
610-321-6900.610-321-6901 FAx
~`1 /,~ B~/7k WWW.CONESTOGABANK.COM
Apri128, 2008
Nelson J. Sack, P.C.
Attorney at Law
11 South Olive Street 4th Floor
Media, PA 19063
RE: Estate of Richard B. Helt
Dear Mr. Sack:
~~
L~ a~H ~ 0 2008
_~
Following is the information that you had requested regarding the accounts for
Richard B. Helt:
3362001
Title /Account Owner:
Date Account became Joint:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
Statement Savings
Thomas E. Helt or Richard B. Helt
2/23/1993
$8,110.38
$1.02
$2.27
3683204
Title /Account Owner:
Date Uf Dcatii Vaiuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
3683201
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
Prime Time Checking
Richard B. Helt
$3,383.44
$0.20
$880.49
Statement Savings
Richard B. Helt
$15,200.77
$1.97
$12,855.39
Member FDIC E,~,,;~,,,„~
B-60020 LENDER
3683231
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008
Balance as of 1/1/2007:
72368048
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
72411847
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
72424197
Title /Account Owner:
Date of Death Valuation:
Accrued Interest to 1/5/2008:
Balance as of 1/1/2007:
3 Month Certificate of Deposit
Richard B. Helt
$668.98
$0.38
$640.98
3 Month Certificate of Deposit
Richard B. Helt
$10,484.58
$5.99
$10,060.55
3 Month Certificate of Deposit
Richard B. Helt
$15,335.86
$6.71
$0 Account was opened 6/20/07 with
$15,000
12 Month Certificate of Deposit
Richard B. Helt
$19,013.95
$12.08
$0 Account was opened 10/04/07 with
$18,000
Please feel free to contact me at 610-321-6926 should you have any questions.
Sincerely,
. ~ ~~L ~.
1'-x.-~~~-aE.-
Amanda Kolva
Conestoga Bank
REV-15HIX.(1-B~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF r~~t numntrc
uGl T Rirh~rvi R 20 08 00373
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. George Washington Memorial Park -Grave Site, Pd. 1/6/08, Ck#1016
2. Kirk and Nice Funeral Home -Funeral, Pd. 11/11/08, Ck#1018
3. George Washington Memorial Park -Marker, Pd. 2/4/08, Ck#1020
4. George Washington Memorial Park -Correction Marker, Pd. 2/5/08, Ck#3393
5. Bluebell Inn -Funeral Luncheon, Pd. 3/2/08, Ck#1023
B. ADMINISTRATIVE COSTS:
~ 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:
10,387.50
9,336.05
2,457.00
230.00
1,005.88
0.00
2, Attorney Fees 0.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees -Cumberland County Register of Wills, Pd. 3/25/08, Ck#3421 150.00
5, Accountant's Fees -None 0.00
g, Tax Return Preparers Fees -None 0.00
7. Delaware County Register of Wills -Oath, Pd. 3/25/08, Ck#3422 60.00
8. Nationwide Insurance -Automobile Insurance, Pd. 3/17/08, Ck#3420 258.75
9. Forci Motor Corp. -February Car Payment 425.47
10. Ford Motor Corp. -March Car Payment 425.47
11. Ford Motor Corp. -April Car Payment 425.47
12. Cumberland County Register of Wills -Exemplified Probate, Pd. 5/19/08, AA#5696 40.00
TOTAL (Also enter on line 9, Recapitulation) S 25.201.59
(If more space is needed, insert additional sheets of the same size)
.
REV-1512 IX • (1-9n
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INRESIDENrDECEDENrRN MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
~_~ T o(~ti~~ Q 20 08 00373
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. US Treasury 321.00
2007 Income Tax, Pd. 4/8/08, Ck#3438
2. PA Dept. of Revenue
2007 Income Tax, Pd. 4/8/08, Ck#3439
3. Cardmember Services
OS Credit Card Debt, Pd. 1/16/08, Ck#1019
4. Wake Forest University Physicians
OS Medical Bill, Pd. 3/19/08, Ck#3403
5. Ford Motor Corp.
January Car Payment
6. Cardmember Services
OS Credit Card Debt, Pd. 5/10/08, Ck#113
7. Cardmember Services
OS Credit Card Debt, Pd. 6/11/08, Ck#123
8. Ford Credit Loan with Conestoga Bank
(If more space
TOTAL (Also enter on line 10, Recapitulation} I S
additional sheets of the same s¢e)
128.00
762.79
25.29
425.47
14.11
176.88
17,869.74
,
REV~1513IX.(1.91)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Mildred C. Helt
907 Kingsman Road
Boothwyn, PA 19061
Wife
FILE NUMBER
20 08
~TIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
100% Residuary Heir
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEEl~ t
(If more space is needed, insert additional sheets of the same s¢e)