HomeMy WebLinkAbout12-02-10PETITION FOR PROBATE AND GRANT O'F LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYI,VANI.A
Estate of JACQUELINE M. HE.LMAN
also known as
Deceased
Fite Number (/~ ~ ~ ~ ~~ ~ ~~
Social Security Number 202-20-7093
Eetitioner{s}, who is/are 18 years of age or older, apply{it's} for:
(Ct7r1fiPLETE 'A' yr 'B' BELOW':}
tr 1 A, Probate and Grant of L~e Testamentary and aver that Petitioner{s} is 1 are the Executor
last Will of the Decadent dated ~ 1 ' 'a V ~3 gala ~ndicil{s> data
First Executor - S Dose Walter R. Helnuin II died 2!10/2008 Co-Executor -Son Walter R. Ifelman III Renunciation.
(Blatt relermnt circumsutttt~es, e.1,>>., renunciatlarr, death uJ'executvr. etc.l
Excspt as ti>llows, Decedent did. not ntarry, was not divorced, and did not. have a child bom or adopted aRer execution of the instrument(s) ofT~ered
for probate. was not the victhn of a k-iiling and w~ac never adjudicated an incapacitated person: ~ja
n
S. Grant of I.,etters of Administration
(/fap~tirabte, enter,- e.t.a.; d.h.n.c.t.a.; trendentslite; Jura»teabsentra;
4 2:
Petitioner{s} after a proper search has ;' have ascertained that Decedent left no Will and sues survived by the following sp~s~i~ty) at~ieirs: ~T
.4c>rmilrastratian, i.t.a. ar d:b.n.c. t.a., enter riate of t3'ill in Section .l above and cvmplete list of heirs.) C7~ ~ _~
t!'1
(COAfPLETE IN A.LL CASE'S:) Attucle atldixinna! sheets if necessary..
1)ccedent was domiciled at death in Cumberland t'ounty, Pennsylvania with his /her last principal residence at
1100 Crandon Way Ste 21 b Mechanicsburg Ilamnden Township PA
iLrs[ street address, rowtt'cirv, township, catmn~, state, Grp cvde)
Decedent., then f31 years of age, died rnt 1111212010 at 1{oly Spirit Hospital, Camp Hill, Cumberland County, PA
Decedent at death owroed property with estimated values as tbllows:
{If dnmicitcd in PA) A11 personal :property $ 2S,t100:00
(lt'not domiciled in PA} Personal property in Pennsylvania $
{Il' Writ domiciled in PA} Personal property- in County $
Value of real estate in Pennsylvania
situated as follows: none.
Farm Ril`-0_' rev. lO.t3.t)6 Page I of 2
named in the
Wherefbrc; Patitionerts) respectfully requests) the probate of the last bYill and Codicil(s) presented with this Aetitian and the grant ot'Letters in the appropriate form to
the undersiened:
Oath of Personal Representative
COMMONWEALTH. C)F PENNSI'LVANIA
COliNT1' OF . C t)MBER.CAIvD
SS
The Petitioner{ s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct. to the best of
the knowledge and belief of Petitioner{s) and that, as personal representative{s) of the Decedent, Petitioners) will well and truly
administer the estate according to law.
Swam to or affirmed and subscribed
before me the ~ ~ day of
~~.~~ ~ ,i
F e Register
Signature ~rfl'ersonaf Rryresenlative
Sigrwnme of 1'ersonaf Representative
Pile Number:
Estate of 3AGQUELINI M. FI'ELMAN ,Deceased
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Social Securi~tyrNumber: 2()2-20-7093 Date of Death: i I; I~l2010
AND NOW, ~~ Ctf ~~PrY~t~ ~'' l ~ , in consideration of the foregoing Petition, satisfactory proof'
having been presented before rne, IT IS DEGREED that betters Teatarnentary
are hereby granted to lane btaust
i~~~ the above estate
and that the instrument(s) dated ' ~ -i~3
described in the Petition be admitted to probate and filed of retard as the last Va'ill (and Codicil(s)) of Decedent.
FEES
Letters ............... $ ~Q -
Short Certificate{s) ........ $ /~
Renunciation(s) .......... ~ `~
... $ S
..$ ~~°
.. $
... ~
... S
... $
... $
... $
TOTAL ........ . ..... $ 0.00
of Personal Represeruatire
Attorney Name:
Supreme Gaunt 1:.D. No.:
Address:
'T'elephone;
1i~rnrl2av.r7? reY, fo.t3.rar, Page 2 of?
Attorney Signature:
IOS.A05 REV (01/0%I (~~ -~~ "~~~~3
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
P 16806026
Certification Number
This is to certify that the information here given
correctly copied from an original Certificate of Dea
duly filed with me as Local Registrar. The origin
certificate will be forwarded to the State Vit
Records Office for permanent tiling.
~~_ ~ ~ NOV ~ 6 2010____
Local Registrar Date Issued
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3 REV name COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
~ CERTIFICATE OF DEATH
(See inatructlona and examples on reverse) STATE FILE NUMBER
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O ONpoptlm Fame No. O S ~!-~ ~ a -C
LAST WILL AND TESTAMENT
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OF n a
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JACQUELINE M. HELMAN cn~ ^'
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presently residing in Summerdale, (~mberlar~
HELMAN
JACQUELINE M
I
,
.
,
County, PA, being of sound mind, memory and understanding, hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking all previous Wills and
Codicils made by me.
ARTICLE ONE
Identity of Testator's Family
I declare that I am married to WALTER R. HELMAN, JR. All references in
this Will to my "spouse" are references to him.
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
"children" 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 he 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
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PAGE 1 OF 6
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, any one 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.
PAGE2OF6
(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
Appointment
(A) I appoint my spouse as the Executor of this Will. In the event of his
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 his 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 Required
(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
(D) 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:
PAGE3OF6
Emglovment of Attorneys. Advisors and Other Agents
(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 any one 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.
Signatures:
(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, JACQUELINE M. HELMAN, hereby set my hand
to this my last Will, consisting of six (6) typewritten pages, on this s;~- day of
~ c ; ` , 2003.
..~
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y~trL,~J
cq line M. Helman
On this ~t-- day of ~ , 2003, Jacqueline M. Helman declared to us that
this instrument was her Last Will and Testament, and we were requested to act as
witnesses to that declaration and to her signature. This will was then signed in our
presence, all of us being present simultaneously. We now declare that she is, to the best
of our knowledge, of sound mind and we subscribe our names as witnesses.
Addresses:
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PAGE5OF6
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of ~,~,,,~_,, : ss
~-~
I, Jacqueline M. Helman, 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.
`~~
J qu line M. Helman
Sworn to or affirmed to and ackn wledged before me by Jacqueline M.
Helman, the Testator, this ls~- day of ~. n., ~ ~ , 2003.
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AFFIDAVIT
Commonwealth of Pennsylvania
Count of : ss
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We, ~p~~~~~and
the witnesses whose names are signed to the foregoin instrument, ing duly qualified
according to law, do depose and say that we were present and saw the Testator sign and
execute the instrument as her Last Will and Testament; that Jacqueline M. Helman signed
willingly and that she executed it as her 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, a Testator was at that time 18 or more
years of age, of sound mind and under no cons i t or undue infl ce.
Witness ~ ~,• _ _ _ `~' "'
~ Swo or affirmed to and subscribed to before me by~
and ~-,~ J~, ~. ~ ,~ ; ~, Y, ~ ~~L ,witnesses, this ~_ day of `4~ ~; ~ ,~~
2003.
_.n,_a ~ Notary
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PAGE6OF6
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RENUNCIATION
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1ZEG1S`fER OF WILI
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CUMBEIZL,AND COUNTY, PENNSYLVANIA ~ `° `~
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Estate of JACQUELINE M. HELMAN ,Deceased
I, Walter R. Helman, III , in my capacity/relationship as
{I'riru.~rattee}
Co-Executor o€the above Decedent, hereby renounce the right to
administer the Estate ofthe .Decedent and respectfully request that Letters be issued to
Jane :Maust, Co-Executor
r`fkrte,?
Executoi in Register's Office
Sworn to or affirmed and subscribed.
before nee this day
of ,
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(Si~»taturej
~~ ~-e.~(~~~ s~
(Street .Acfdrzssj
~iv~ ~ ~ ~D ZJ'
('City. State, Zip)
Executed aut of Register's Offrce
Before the undersigned persor7ally appeared the
party executing this renunciation a1~d ce--tilied
that he or she executed the renunciation for the
purposes stated within on this 3 o day
Deputy for Register of Vvills
(`arm kW =0(> rev. 1 ~. 7.3.06
~~~-~ ~ ~~~
I~61ary Public
M}' C;ornmisson Expires: 1) ~~.) ~.G, 3
(Signature and Seal of Notary nr oiherof~ZCial qualific~i to
administeroaihs. Show date ofex~iratinntrfNotary?sCommission.)
.~w~ ~~ ~a ai= ~~,.~..~~NNiF1
O~-M ----
NOTARIAL SEAL
JILL SMEIGH, Notary Publ~
Camp HiII 13oro, Cumbe~^d Ctwnty
rea February 12,2013
My Commissio^ Expt