HomeMy WebLinkAbout01-0015
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REV -1500 EX + (6-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT.2.8G601
HARRISI3URG, PA 17128-0601
OECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Helman Hu h L.
DATEOF DEATH (t..H.1-DD-YEAR)
I'
L.'/
v
OFFICIAL USE ONLY
FILE NUMBER
21-01-015
CQUNTYCODE YEAR
SOCIAL S~CURITY NUMBER
160-16-9793
THIS RETURN MUST BE AlED IN DUPLICATE WITH THE
NUMBER
REGISTER OF WILLS
so lAL SECURITY NUMBER
o
3 date of death
. Remainder Return prior to 12-13-82)
5. Ftlderal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
12/30 2000 03 01 1909
IF APPLICABLE SURVIVING SPOUSE'S NAME lll.Si,
X 1. Orlglnlll Return
4. LimIted Estate
X 6. Decedent Died Testate
(AttaCh copy of Will)
o 9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12.-12.-82.)
7. Decedent Maintained a Living Trust
(Mtach copy oi Trust)
D 10. Spousal Poverty Credit
D
11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
C P
o 0
R N
R 0
E E
S N
T
C
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P
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A T
X A
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N
COMPLE;TE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) (10}
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
NAME
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
(1)
(2)
(3)
82 ,40G"bo
883.14
None
OFFICIAL USE ONLY
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
None
37,114.42
None
u
12,625,66
~) 133,023,22
17,150,37
2,410.06
01) 19.560,43
~~ 113,462,79
(13)
(14) 113,462,79
x
X
X
X
.0 0
.045
.12
.15
(15)
(16)
(17)
(18)
(19)
0,00
5,105,83
0,00
0.00
5,105,83
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of line 14 taxable at lineal rate 113 ,462 . 79
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
Copyright (el 2000 form soitware onry The Lackner Group, Inc.
FormREV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
305 Oakvi11e Road
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5,105.83
5,000.00
Total Credits ( A + B + C) (2)
5,000.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
12.94
Total Interest/Penalty ( D + E) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WillS, AGENT
12.94
0.00
118.77
0.00
118.77
Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it Is true,
correct and complete, Declaration of pre parer other than the personal representative Is based on all Information of which preparer has any knowledge,
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Barbara J. Shughart
1031 Greenspring Rd
---N';;;;';'-iii,,-,- -PA--i iiL;i---- -- -- - - - ------ ---- - - -- --
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
- --c';'~i-i~i,,-,- - PA - -17-613---- -- - mU_ - - - m - - -- - - h
DATE
/1;-/7-6.<;
'DATE
For dates of death on 0 after J 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [7 . 9116 (a) (1.1) (il].
For dates of death on or 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%
[72 P .$. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving 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)].
The tax tate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(al( 1 I].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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.
Copyright(c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6~OO)
ADDITIONAL Personal Representatives
Estate of Hugh L. Helman SS# 160-16-9793 12/30/2000
***************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete.
Signature
_(~~(J. )JdIrAAjt
Name
Address Line 1
Address Line 2
City, State, Zip
Catherine D. Hartranft
978 Ragged Edge
Chambersburg, PA 17201
Date
Odo),.. J 17. ?-crO ~
,
Signature
~)t;. ~~F
Andrea M. Fogelsanger
270 Steelstown Road
Name
Address Line 1
Address Line 2
City, State, Zip
Newville, PA 17241
Date
Oc4b. J /7 ?Oo ~
I
REV-'1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Hugh L. Helman SS# 160-16-9793 12/30/2000 21-01-015
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 305 Oakvi11e Road, North Newton Township, Shippensburg 82,400.00
Cumberland County (settlement sheet attached)
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Aecapitulation) $ 82,400.00
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
- REIf-1503EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Hugh L. Helman
SSIJ 160-16-9793
12/30/2000
21-01-015
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 24.559 shares AXA Financial~ common 35.96 BB3.14
TOTAL (Also enter on line 2, Recapitulation) BB3.14
(If more space is needed, insert additional sheets of the same size)
Copyright (el 1996 form software only CPSystems, Inc.
Form REV-1503 EX (Re..... 1-97)
'T:lEV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hugh L. Helman
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSff 160 -16 - 9793
12/30/2000
FILE NUMBER
21-01-015
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 Coin/paper money collection 606.54
2 F&M Trust, certificate 10,026.54
3 F&M Trust, certificate 14,013.69
4 F&M Trust, checking account 12,467.65
TOTAL (Also enter on line 5, Recapitulation) $ 37,114.42
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Re.... 1-97)
~. REV'.1510 EX + (1 ~97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hugh L. Helman
55fft 160 -16 - 9793
12/30/2000
This schedule must be completed and tiled it the answer to any of questions 1 through 4 on page 2 is yes.
FILE NUMBER
21-01-015
DESCRIPTION OF PROPERTY <>!oOF
ITEM RELA W8~M{iI~ t~'b~~~5~~lt!~J~~~Y:A;.~E6F t~~~RSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 Allianz Life Insurance, 5,757.03 5,757.03
annuity
2 Equitable, annuity 6,868.63 6,868.63
fft12119014
TOTAL (Also enter on line 7, Recapitulation) S 12,625.66
(If more space is needed, insert additional sheets of the same sIze)
Copyright (el 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
. REV'-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Hugh L. Helman
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSif 160-16-9793
FILE NUMBER
21-01-015
12/30/2000
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES'
Fogelsanger-Bricker Funeral Home
6,056.40
2
Lightouse Rest.
187.68
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number{s) I EIN Number of Personal Representative{s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
6,600.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
222.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
A-I Rent-All - floor repairs
66.12
2
Cumberland County Landfill
junk removal
98.17
3
F&M Trust, research fee
15.00
4
Harry E. Donson, appraisal fee
10.00
5
Harman's Rare Coin & Bullion - appraisal fee
26.50
6
Lowes - repairs to bathroom & kitchen
1,004.86
Total of Continuation Schedule(s)
2,863.64
TOTAL (Also enler on line 9, Recap"ulalion) $ 17,150.37
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1~97)
Estate of: Hugh L. Helman
Sac See #: 160-16-9793
Date of Death: 12/30/2000
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
II
Description
Amount
7
Register of Wills, filing fees
50.00
8
Register of Wills, filing fees
25.00
9
Settlement charges on real estate sale
2,538.64
10
Steven Barrett Real Estate
250.00
2,863.64
REV.!1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hugh L. Helman
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
55ft 160 -16 - 9793
12/30/2000
FILE NUMBER
21-01-015
Inelude unreimbursed medical expenses.
ITEM
NUMBER
1 Coyle Lumber
DESCRIPTION
AMOUNT
103.46
2
D.J. Ludwick MD
15.00
3
Ever1ast Vinyl Tilt Windows
1,091.80
4
Lake's Oil Burner Service
219.00
5
PP&L
96.32
6
Sprint Telephone
212.73
7
Tanner Fuel
587.75
8
US Treasury, 2000 income tax
84.00
TOTAL (Also enter on line 10, Recap"ulation) $ 2,410.06
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems.lnc. Form REV-1512 EX (Rev. 1-97)
REV..'lS'13 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Hugh L. Helman
SSfI 160-16-9793
12/30/2000
FILE NUMBER
21-01-015
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [Include outrIght spousal distributions, and
transfers Llnder Sec. 9116(a)(1.2))
1 Andrea M. Foge1sanger
270 Stee1stown Road
Newville, PA 17241
Daughter 1/3 remainder
2
Catherine D. Hartranft
978 Ragged Edge
Chambersburg, PA 17201
Daughter
1/3 remainder
3
Barbara J. Shughart
1031 Greenspring Road
Newville, PA 17241
Daughter
1/3 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 1a, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same sjze)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV..1513 EX (Rev. 9-00)
1La~t _ill anb \!te~tament
I, HUGH L. HELMAN, of North Newton Township, Cumberland County,
Pennsylvania, declare this instrument to be my last will and testa-
ment, hereby expressly revoking all wills and codicils heretofore
made by me.
1. I authorize and empower my executrix to sell any realty
owned by me at my death, at either public or private sale, and .to..~;."".
..,,-..,~_..'
give good and sufficient deeds therefor, in fee simple, as I could
do if living. My executrix is authorized and empowered to continue
to engage in any business in which I may be engaged at my death, for
such period as seems expedient to said executrix.
2. I devise and bequeath all of my estate of every nature and
wherever situate to my wife, Maude S. Helman, providing she shall
survive me by sixty days.
3. Should the gift in Paragraph No.2 not take effect, I devise
and bequea.th all of my estate of every nature and wherever situate
to my children, share and share alike, the child or children of any
deceased child taking the share their parent would have taken if
11 ving.
4. I nominate and appoint Maude S. Helman to be the executrix
of this my last will and testament; she is to serve as such without
bond. Should she die before my death, renounce or refuse to serve
for any reason, or die leaving any of my estate unadministered, I
nominate and appoint Andrea M. Fogelsanger, Barbara J. Shughart and
Catherine D. Hovetter as substitute executrices, also to serve as
such without bond, with the same powers as are given herein to my
executrix.
5. I hereby suggest that my personal representative retain the
services of Irwin, Irwin &. Irwin as attorneys in the settlement of
my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
,~ day of March, 1976
a-GJ ./, $ ~rH<-<- (SEAL)
HU"Wr,/L. HELMAN
Signed, sealed, published and declared by Hugh L. Helman, the
testator above named, as arid for his last will and testament, in the
~esence of us, who at his request, in his presence and in the pre-
~~y each other have subscribed our names as witnesses ~ereto.
rLtr~~, D&-,-~ . red
I
i' ~~ ;
-; l'7,:,.j:: 2] 65
TURO LIlY OFFICES
; 0 0:, 2nO:l
16:43 1:.\\ 71724521B5
,A: 5o"I'm<I1t Stalement
41J 002
OMS Anoroval No, 2502.0265
B. Type of loan
'.5. lo.an Type Conv. Unins.
First American Title Insurance Company
Final Statement . .
Amended as of Friday Oct 3, 2003 2:26 PM
6. Fil. NurTtler 42900Pl
7. loan NlOl1ber 7508379.00
8, Mortgage Insurance Case Nurmer
C. Note: nil:, (!)In> \s lUrTiisned te give you a sfalemel1t 0( actual se..'11(Y!lE!fJt c05ts AmolJrls id to and b th ell'
~:,jeIOf i'lIOffi1abona; plfj:losas a'ld ale ,'l:.llncIUded In thetolais. Amounts stnwn as RBL w~erei ~ ed b I cry eljs Lemelll agent are show:!, Items marked '(POC)" were paid oU1s:de
this CICoSI'lg. HV:lY lve:,t",\::I;m
D_ Name or Borrower: laura M, Babcock ~n Y!:l1 P.C an creOlltt4d ftOOlthl'! loan ptoce('ds pOCo' forace/pI by secdem~lI agH'1
305 Oakville Road, Shippensburg, PA 17257
Name of Seller: Andrea M. Fogelsanger, Barbara J. Shugar
If
I G
I .
Name of Lender: Wachovia Mortgage Corporalion
1100 Corporate Center Drive
Raleigh, NC 27607.5066
Properly Location: 305 Oakville Road, Shippensburg, PA 17257
H.
Settlement Agent: FirslAmerican Title Insurance Company
Address: Liber!)' Plala, Roule 940, Pocono Lake, PA 16347
Place 01 Seltlement Address: Liber!)' Plaza, Route 940, Pocono Lake, PA 16347
J. SLIllmary of Borrowers Transaction
10\1 Gross Amount Due From Borrower
lel ContrOictSalcs Pr'ce
perso~a;propertj
103 Sen'err:en; cha~es (0 corrower (line 1400)
~Ol!
105
Adjustments for items. paid by seliN in ad'llance
.
leE C,ty/lown taxeS
107 C""I lax., 10103/03 to 12/3'/03@1219.36/yr
1103 A.sse;smenlS 10103/03 to 06130104@1943.73/yr
~g
I 1 ~ O.
I.
S.tUemenl Dale: 10103/(003
Print Oat.: 1010312003, 2:30 PM
OisblJT5emenl Oate~ 10/03/2003
K.. Summary of Seller's lransaction
400. Gross AmoLml Due To Sellff
82,400,00 401, Contracl Sales Price
402. Personal Property
7.618.05 403. To~1 Oepo,,1S
404.
405.
Adjuslments for items paid by seller in advance
54.09
70327
l : ~
'12.
113
114
115.
UO. Gross Amo\S'll OIJe From Bonower
200. Amoll1ts P,id By Dr In Beh,lf of BOrTOW"
20i. )epositcrearnesl money
202, Fnncipal amour: of new kJan(s)
203. Exrs:ing !08:'(S) taken subject
20~. EameS!. Money
205 Seller Fad C~sing CoslS
206.
107.
208
109.
90,775.41
820400 00
1,00000
2,472.00
82,400,00
405. Cltyllown laX.,
407. County ~xes 10;03103 to 11/3; /03 @111935/yr
408, Assessments 10/03/031008/30/04@$943.73/'1T
409.
410.
411.
412.
413
414,
415.
420. Gross Amount Due To Seller
500. Reductions In Amount Due to Seller
501, Excess deposit (see instruclions)
S02. SeiUemen\ charges (line 14QO)
503. Exisbng loan(s) IBken subject
504. Payoff of first mortgage loan
505. Payoff or second mortgage loan
506. Seller Pad Closing COSIS
507,
508.
509,
,
5~,ag
7C3.27
83,157.36
874 00
247200
Adju'lme<1lS lor ~ems lI1paid by sell" I Adjuslmen\S!OJ it,ms unpaid by s.ner
210. City/tOWn taxes 510. City/towntaxes
211, Co~~!y taxes 511, County taxes
2'12, Assessments 512. Assessments,
1CJ 511 i
114. 514.
115 515 '
1<5. 516.
117. 517.
218. 518.
219. 519
220, Total Paid By/For BOrTow" 65,872.00 510. Tol~ Redudion Amount Due Seller 3,296.00
300. Cash Al Settlement From!To Borrower 500. Cash At SettJemenl To/From SeUer
301. GrossamoLllt we from Borrowet Oine 120) 90,715.41 60.1. Gross amount due \0 Seller (line 420) 83,157.36
302. less 'mounts paid by/for Borrower Qine 220) 65,872.00 602. Lass redudions in amounls we 10 S.U" (lin, 5201 3,286.00
301. Cash IX Irom)! To) Borrower 4,903.41 603. Cash ()l To)! from) Sell" 79,..',00
The HUD.' Settlemen Statemenl Which~lt';e p ~red is a true and accur6te account of this transaction, t have caused or Will cause the funds to be
disbursed In accorda~ e with this..sla~m /.., /.
<;ettlement AQent. /io. .J' IV L _ _ _ __ _ _ Date:' OJ-dL:!:p
. S,:op <i:.c.c:!elrlp'flit1lJ ,:C.,>,m IN :"p!ill~1
! t/. ~-:', i r:,- !:' ,.:.,
10 03 2003 16:44 FAX 7172452165
! -':,;C::::,,::'
TURO LAW OFFICES
400:3
l, Selllemenl Charoes
100, Total Sal..,llrokers Convnission based on price Paid From Paid From
DivisiJn of Comrr:ission (:ine 700) as follows Borrower's Sellers
Funds at Funds at
70'. Settlement Settlement
701
m. Commission paid at SeWement
704.
800. Items Payable in COnnection with Loan
80i. Loan Origination Fee to United FinanCial Management Group 2,826 32
8,.:2. Loan Ciscol.;~t
8C3 Appraisa! Fee to Leon Gerlach POC $300,00
6J4. C,"Bd:: Repo:t to United Financial Management Group 30.00
9~5 Ler:der's Insp~ction Fee
BCt:, Mor!2?ge Ins:..;rance Application Premium
EO"! Assum;:tJon ;:ee
80S Tax Serv:ce Ccntracl tJ Tansamerica real estate Tax Servi~e 78.00
809, Fioc':l Certificalio:1 Fee to first American Flood Data Services, inc 80::
S"jO, Comitlment Fee to Wachovia Mcrtgage Corporation 378.00
.Ie' Delivery and Hanailng Fee to Wachovia Mortgage CorporaUor 29.50
812. Additional Broker Fee paid by lender to United F 'nancial Management Group pac $721 ,00
813. Courier Fee ~o United financial Management Group 50.00
814 Dee Pmo r~e to Ur.;\ed Financial Mal1agemenl Group 520.00
815.
900, hems ReQuired bv l",de< to be Paid in Advance
901, Inlecest ~0/0310310 10131103 @$14,110000/day to Wacho~a Mortgage Corporation 409.19
901
903. Hazard Insurance Premium for
90~, Insurance Fremium to Poliui & Kel~ Insurance 31400
905
9013
1000. Reserves Oeposlled with lender
1001. hazard Insurance 3 mo(s) @$~'517/mo 78,51
1 Ci02. MOlgage insurance
10j] City Property Taxes 9 ffi'J(s) @$6,97/mo 6273
10-)4, County Property Taxes 9 mots) @$1S.26/mo 13734
lC-15 Annl..al assessments
1C06 8~ Spr:'ng Schoo! Tax 4 mo(s) @$84.87/mo 339.48
1COi
1008, Agg:egale Accounting Adjustment -218.28
1100, Title Charaes
1101. Sel!lement or closing fee
1102. Abstracl or title 5earch
1103. T;:lee)(amina!ion
"04. Hie Insurance Binder
1105. Document Fee to First American TIUe Insurance Company 35.00
1 ~'06 Notary Fee
1107 Attorr:i;yFee
(irrCiu:ies above item nUrrlbers:)
~ 108 TiUe Insu:al'ce 870.26
I.rCludes above item numbers:
1109. u.nde(s coverage $82,400.00
1 ~ '.0. OWners coverage $82,400,00 Premium: $870,26
1":11. Outside Closing Fee 10 James I"'. Robinson, Esq. 250.00
"12. Overnight Deirvery ServfCe to First American TiUe insurance Company 31.GO
1113. Endctsemenl(s) 100/300/S00 to First American TIUe Insurance Company 200.00
1114
1115.
1116
1117.
1200. Govemment ReCQrdinQ 100 Transfer Charges
1201. Recorting fees: Deed $38.50 Mortgage $76.50 Release $0.00 11500
1202, City/rounty ~x!stamps: Deed $824.00 Mo1gage $0.00 824.00
'\ 20J.. State lax/stamps: Deed $B24,CO Mortgage $0.00 824.00
12G4,
12G5.
12C6,
1300. Additional Sen.lOO1eflt CharQes
1301, Survey 10
1302. Pest Inspection to
1303. SeWement Fee to Cbser 250.00
1304.
1305.
1306.
1307.
1308.
1309,
1310.
1311,
1312,
1313.
13i4.
'\315.
7,618,05 824,00
1400, Total Senlemen1 Charges (enter on lines 103. Section J and 502, Section K)
f,'. No 42900PL
. See Suppleme"tal Page f:lr details
:~ \ ;, i, r:" i;:
',jI.;
"'; 'J:', IF!'.:', !::; 'I
7 ~ -: ::: ,~ 5 :> 1 '-' ::;
F -"f
i,1j OO~
10 03 ')003 16:44 I~~X 7172452165
Tl'RO LAW OFFICES
- --------- -- .-
I
I Supplemental Page File No.
. 42900PL
HUD.' Settlement Statement
First American Title Insurance Company Loan No.
Final Statement 7508379-00
Amended as of Friday Oct 3,2003 2:26 PM Selllemenl Dale:
10/03/2003
Borrower Name & Address: Laura M. Babcock
305 Oakville Road, Shippensburg, PA 17257
Seller Name & Address: Andrea M. Fogelsanger, Barbara J. Shugar
Paid From Paid from I
Section L Settlement Charges conl~nued Borrower'S SeUers
funds at Funds at
Settlement Settlemenl
1108. SL\lp'emenlal Summary 870.26
a) Extended Q,;;ner's PoliC)' to Fil'St American TiVe Insurance Company 870.26 I
The following Section is restaled from the Selllement Statemenl Page 1
~. 600, Cash At Settlement TalFmm Seller
300. Cash At Settlement From/To BOlTowl!r
301.' Gross CimoLrH due from Borrower (line 120) 90,775.41 6111. Gross Amoll'1l due 10 Seller (line 420) . 83,157.36
3 OZ. Leis amounls. paid by/far Botrower (tine 120) 85,872.00 &01, Less reductions in amounts We to Seller Oine 520) I 3,296.00
303. Cash IX FrOlTlH To) Borrower 4,903.41 603. Cash IX Tol( from) Seller i 79,861.36
I have carefully reviewed the HUD.1 Settlement Statement and to the best of my knowledge and benef. it is a true and accurate statement of all rKelpts and
distributions made on my account or by me in this transaction. I further certify that I have received a copy of the HUD.' Settlement StatemenL
BUV".", ' ~~
ff~# ~
ra M. Babcoc /
SELLER(S):
Andrea M. Fogelsanger, Barbara J. Shugart
and Catherine D. Hartranft fka Catherine D.
Hovetter, Co-Administrators of the Estate of
~~man,. d. ea,Ped LJ
c:? ~ l.!::- ,7F-- if-
- - ~~-~~--
Andre M. Fogelsanger, co~~~nist~
~~~~ s~g1J.~trator--
( ~'0$~$_______
Catherine D. Hartranft, Co-Administrator
. .
RE: HUGH L. HELMAN
DATE OF DEATH
12-30-2000
ACCOUNT INFORMATION
~CHECKING
SAFE DEPOSIT
SAVINGS ___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
8-1-1972
DATE CLOSED
7-3-2001
ACCOUNT NUMBER
30-16137
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST $11.73
512.455.92
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
512.467.65
HUGH L. HELMAN
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS ~CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
2-25-1992
DATE CLOSED
1-29-2001
ACCOUNT NUMBER
007-2922650
ACCOUNT BALANCE AT DATE OF DEATH
510.000.00
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
526.54
510.026.54
HUGH L. HEI,MAN
------------------------------------------------------------------
. .
RE: HUGH L. HELMAN
DATE OF DEATH
12-30-2000
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS
~CERTIFICATE OF DEPOSIT
MORTGAGE
DATE OPENED
10-7-1992
DATE CLOSED
1-29-2001
ACCOUNT NUMBER
007-2939840
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST 813.69
TOTAL ACCOUNT BALANCE $14.013 69
NAME(S) ON ACCOUNT HUGH L. HELMAN
814.000.00
------------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS
CERTIFICATE OF DEPOSIT
INSTALLMENT LOAN
DATE OPENED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
DATE CLOSED
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
------------------------------------------------------------------
. .A.!liarn life Insurance Company
of North America
PO Box 59060
Minneapolis, MN 55459-0060
Telephone: 800/950-5872
AlIianz (ill)
June 29,2001
Marcus McKnight III
Irwin McKnight & Hughes
60 West Pomfret Street
Carlisle PA 17013-3222
I'"'
-. "-,'.,;'.11;'
Re: Hugh L Helman, deceased
Policy Number: 2163183
LifeUSA Insurance Company
Dear Mr. McKnightIII:
This letter is in response to your request for the date of death value on December 30,
2000 for the above policy number.
The policy was annuitized effective February 4,1998 under the Installments for a
Guaranteed Period of Five Years on an quarterly basis. As of October 30, 2000, we had
issued twelve ofthe twenty one guaranteed payments of$639.67. The balance to be paid
through the last payment date of February 4, 2003 is $5,757.03.
The remainder of the payments on this policy are being paid to the named beneficiary,
Should you have any further questions or concerns, please contact our office at
1-800-950-4036. Thank you.
Sincerely,
~
Beth Robinson
Claims Examiner
Allianz Administrative Management
AlOil
. ....~ EQulSERVE
POBox 2590 1 0 F 5
Jersey City NJ 07303-2590
TEL: 800-437-873.
FAX: 201-222-4885
IN1ERNET: http://www.axa-finaneial.ccm
August 4, 2001
Attorney Mark
60 W. Pomfret
Carlisle, PA
McKnight
st.
17013
Security:
Account:
Account No:
Inv. Plan Shs:
AXA DIVIDEND REINVESTMENT PLAN
Hugh L. Helman
00812018960
14.1810
Dear Shareholder:
Thank you for contacting us regarding the transfer of shares from
the account referenced above.
We will complete the transfer upon receipt of the following:
Required Documents
1. A certified copy of the court appointment of the Estate
Representative dated within 60 days of the request
for transfer.
2. The enclosed Affidavit of Residence (also known as ~n
Affidavit of Domicile) for the deceased shareholder
properlY executed and notarized. This document will
confirm the state of residence at the time of death
for tax purposes.
3. The enclosed stock power on which you must include the
following:
a) The number of
transferred.
are indicated
Investment Plan shares you wish
The total number of these shares
above.
b) The Complete Name, Address and Taxpayer
Identification Number (Social Security Number)
of the person to whom the shares will be
transferred.
c) The Signature of the Estate Representative.
dl A Medallion SiQnature Guarantee. You may obtain
one from a bank. credit union,broker/dealer
or other financial institution. Unfortunately, no
other form of verification is accepted.
.~ ~ISERVE
2 OF 5
Please indicate in writing that you choose to have any outstanding
dividend checks reissued in the new registration.
Mailina rnstructions
We suggest you send these documents Registered or Certified Mail.
Return Receipt Requested. If you are insuring the certificates against
mail loss, you should insure them for 2% of their market value
since this would be your cost to replace them (the minimum fee is
$20.00).
Please send to:
EquiServe N.A.
Post Office Box 2506
Jersey City, New Jersey 07303-2506
Thank you for the ooportunity to assist you with your request. If
YOU have any questions, please contact us at 800-437-8736.
Richard Maxwell
Shareholder Services
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
HUGH L. HELMAN
Date of Death:
DECEMBER 30, 2000
No. 21-01-0015
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: X Yes ~ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? X Yes No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's C//ourt and may be
attached to this report.
3/16/04 ./S~~~~
Marcth-~. McKnight llI, Esqui(e
Name (pleas~t) -
60 West Pomfret
Address
~, ~, ,, ~ ~:.,~lllti;oarlisle, PA 17013
~ :! ~ State, Zip
(717) 249-2353
~ 7-' ~ d /-- t ~5~1,t~'-~e. leph°ne
Number
Capacity: Personal Representative
~.~: ?:5_auX Counsel for Personal Representative
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of HUGH L. HELMAN
also known as
No.
21~01-0015
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
, deceased.
Social Security No.
160-16-9793
The Petition of the undersigned respectfully represents that:
Your Petitioners, who islare 18 years of age or older and the Executors named in the Last Will of the
above decedent dated March 1 ,1976, and codicils dated none , 19~ The
Executor named Maude S. Helman died December 19, 1979
Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 305 Oakville Road, North Newton Township, ShippensburQ
Decedent, then ~ years of age, died December 30 , 2000, at Chambersburq
Hospital, Chambersburq, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
305 Oakville Road, Shippensburq, Cumberland County
$30,000.00
$
$
$70,000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Si nature(s) and Residence(s) of Petitioner(s):
fi -~ r. t~ rl
~ t lA.t.1..":" 0. j "'-
atherine D. Hartranft U
976 Raqqed Edqe Road
Chambersburq, PA 17201
717-263-4382
form~~therine D. Hovetter
(~7 \). tN~
OATH OF PERSONAL REPRESENTATIVE
~~'J><<U< .7 0.1 r' 12A./
. Barbara J. S<<uQhart
1031 Greensburq Road
Newville, PA 17241
717-776-7203
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
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 of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
I~_:). 31- 9 (J~-"o See.. ll, - Iq(t -5
No. 21-01-015
Estate of
HUGH L. HELMAN
I deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, June 19 , 2001, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
March 1, 1976 described therein be ;::dmitted to probate and filed of record as the
Last Will of Hugh L. Helman ; and Letters
Testamentary are hereby granted to Andrea M. Fogelsanger,
Catherine D. Hartranft and Barbara J. Shughart
Register 0 Wills
MARY CLEWIS
IRWIN McKNIGHT & HUGHES
FEES
Probate, Letters, Etc. . . . . . . . $ 25.00
Short Certificates( ) . . . . $
Renunciation(s) ..... . . . . . . $
JCP .................... $
Other . . . . $
TOTAL: .... $ 25.00
Filed. . . .,J.U.N~ .19, . 200.1. . . . . . . . . . .
Marcus A. McKniqht III, Esquire (25476)
ATTORNEY (Sup. Ct. 1.0. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717 -249-2353
PHONE
~...\.
""'.1
Called attorney on 6-19-01
DLI- 0 I - DO I S
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNE$
/
/
,;/
//
,//
codicil
(each) a subscribing witness to the will presented ht<rewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that . signed as a witness at the
request of testat_ in h pr~sence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). //
/
/
Sworn to or affirmed and sui;>scribed before
/
me this / day of
19_
(Name)
(Address)
Register
(Name)
(Address)
/
REGISTER OF WILLS OF ~U"^^- ~\~OUNTY
OATH OF NON-SUBSCRIBING WITNESS
\.-Q~ ~C>~\~~,Il..., ~ ~~* ~~~.........~
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
--+" c.>..t~ familiar with the signature of \-\ u, "'- \.... ~, \IO^.o-v-. ,
, eodicil
testat~ of (one of the subscribing witnesses to) the will
that
presented herewith and
codicil
believes the signature on the will is in the handwriting of
~~
.1+v,\- ~,.. ~\~
-t~e,r" _ knowledge and belief.
to the best of
.-
10.: I IZ"L,i,',! '-,II.
.' '1," r:le. inrorm~:ion he~e given is correctly copied from an original certificate of death duly filed with me as
llle orglLal certificate will be forwarded to the State Vital Records Office fot permanent filing.
''''\. :.-
WARNING: It is illegal to duplicate this copy by photostat or photograph.
"
No.
~< ;(/ J.P&/
Date
F~t FOI rhi\ certificate, $2.00
p
7060294
RfN 2111
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAME Of' DECEDENT(Flr". MIdd4t.l._'
t. Hugh L. Helman
AOE {La_ ew1ha8~ UNDER 1 YEAR
WontN Oa~
su
.. Male
tWIF4\.f:~A
SOCiAl SECVAfTY NUMBER
.. 160 - 16
.. \2/30/00
..1
91 .".
!URTHPl.ACf (C.,.,..,uj Pl.,M;i OF DEAfH /Ch<<1l Of'ly I)r'e.. ... tf'IIlrucl.oP1 0l'1 ~ ,.oe)
St.,. 01 F creq't Coul'lfry! ...oSPttAt.
GuilfOl'd Twp. A ,_....00
lrankl~n Ct. ,P
FAC'UT't' NA"E (It "Olt"'t.~, 01...."'.. and I"IUmbIifI
=...,.10
Franklin
RACE. ~",,~A. 8I<<k. Wh.. life
,-,
White
10.
COUNTVOf'OERH
...
WAArTAl STATUS. u.m.d
NwwM.,,"-d.W~.
--
Widowed
North
SURVMNG SPOUSE
11t......QlY'ltma~"_1
. 3050akvilleRoad
,ihippensburg, PA 17257
FATHER'sH~;~~yH:iman
'0
WQAMAHT'SNAME'(f'/P*Ptirlt)
Andrea M. Fogelsanger
M(; THOD OF DISPOSITION
O ......1Xl c_...O
QroIwIIDft OUw(SClM:lfyl
. It..
SlGOtAT
"0.
C umb e r I and ,,..0 ::... "=".:::'..
MOTHER'S NAME. (fl1ll. ~. ""'...., SU"'l~)
t Margaret Bingham
INF()fWAHT'SMALNJ AODRESS ( HI. CiIVfrown. $t.-. Z'lCJ coo.t
270 Steelstown Road NewVille PA \724\
PlACE f:J' Ot SlTk)N.,..,... 04 Clmetary, Cl'MIft3IV lOCATt0f4 . CIty/TollJn. StIH.. ZIp eo..
"Nl d C t Greene Township,
.,.. or an eme ery
HAME AHO ACJOAf:SSfY FAQlrTV
els er-Bricker F.H.
lICENSE. NUMBER
-
Monlh. Day. '!MrJ
ell
-..- I:.'
-""".IMdiI'lO>>~
~> EnMI UHDI.....vWO
. ~(O""~"....y
'lhaI~~
r-*'a In dMf'l1 u.&T
DUE 10 (OR AS ACONSEOVEHCE Of):
...
l~."""
I irQrwf MfMen
: onMIa"" dNIh
,
I
PART II: OIIlM~c:ondIIIoNcor'lfflbUttnQlOdutt\.bUl
nDI.....ing '" thI ~cauM cr-n '" PtVn I
PtJ-f..4._.J_,,;
4er.tl.ueo.( U-1>l'",(..r
, Q~r~/~
......-JI CAUU (F..,.
~Otc(lndltlon
l""'-'O..,~)---.
A~~ ~~~c:::f.~Jt{ 7'N ~Ct t 4,..)
, C f'104. ; ~ CO fl).N'<L-r
Dt.IE 10 (OR AS ACClNSEOU!:NCE OF}'
...,....
~
U
o
0Il0Tt: Of INJURY
(Mooth. Day. ....,
TIMe OF INJURV
INJURV 1J INORK1 OESCAf8E HON INJUA"f OCCURRED
WllS AN AUlOf'S'"
PERFORMED?
\WAf AU1t)PSV "NCNNOS
IUUl.A8lE PRKlR 10
COMPlETlOH CJF CAUSE"
Of DEATH?
MANHEROf.OEA1H
......-
o
o
o PlACE Of tN,JUA"f . .\t horM. larm. 11'''1. t-=,OfY. omc. M.
bulldlAlJ,etc.\Sp4IC>totl
_.
... 0 ...n
... 0 ...~
- _.
CE"'~iC~onIyonl'l
'CStTIPYING .....y.IC,,," ll'hyllC..... CIlllIfyInQ cauMd dHttt wI'l~ a.1"lCllMf pt'lvw~ hn pronounc~ dttaJfl anc:l completed ~fIII'\ 2'3\
To... bHI o. "''I ~,._thocc",," .....10.... UUM(.)r.ndfN'~" ....IM. . .
-..
_-lOOt'"
-
lOCAr)()N' (SIr... C.rvIbwn. Stat_I
...0
...0
-
CoukI not_ ~."""*'
...OtCAL UAMtNl!R/CORONEA
on tf\e b..le of ...mln.llon .ndlM 'nY..ligalion.ln my opiniOn, death occu,,~.t 1M time. dal_, and plK., Iflddu.lo the uu..C.) and
".ntenn....t.,............. ....,..... ............ ........ ." ..... ..."'.................. ...... .... ....... ... -...
12t (,~ ft..>T
~ I7ll.1/
...
.PIIIOMOUNCIHO AND ClfIT'"1NO P"YSlCIAM IPh~ rx,r" prO/"lOl.jnerno cJNlh af'dcwy.nq toc-.. Of OIall'll
To the bNlI of"" 'U'C)wt.dQ., .ath oc.c:,"~" h'8IIMt, data, afM:II ptK.. end ~ to ttte c.UU(.) a"""".Mlr.. IlafH.
n.
34.
~ 2.. 001
~ I - ~()O/- GO/5-
RENUNCIATION
In Re Estate of
\-\u<:\h \...... \-\~\~"'-...
,
deceased.
To the Register of Wills of c.~~~ County, Pennsylvania. ~
C~~\.....~ 1)~~("';-~~~+ ~~"'"""tC...""\, Co..~".Q.t-,~.... D. ~o\JQ.~~'-'"
The undersigned \30...~~~ -,). S"" v '\ "-c...~) ""o...v-,,\ \..... ~ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
~~ """~~~'t
be issued to A'^-~~o.-. ("\ - ""Fo\.R...\ 5oo..-.c,,~.r
WITNESS
()'\Jr
hand this
day of
,19_.
St)tU-~ fl :<J7 ~ ~/ La-/v i-
(Signatur
'O~\ ~rt.a"'$oft""~, 12"-
^.e.\o..)v~t\..Q. ~ A \ 72.'; \
(Address)
V Jt-~~~. \~(M~~if-
(Signature) , "
q,c. ~Q,,'~~ U~ ~bl-
c.-~~ b""',- "PA 1,2.0\
(Address) ,
(Signature)
(Address)
PETITION FOR PROBATE and GRANT OF LETTERS
Estate oj H\I'1.~ L. H~\~",--. No. ;lJ- dt.OOI-OO/S
also known as . To:
Register of Wills for the
. Dec~.a~d. County of c:.v_~fol'l:"\"~~ in the
Social Security No. 1(00 - I (o - Ql'1..;:l- Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner~, who is/arel8 years of age or older an the execut ~i 1<..
in the last will of the above decedent, dated M. o..:r ~ "- \ ) \ '\ f l,;:.
and codicil(s) dated V\.~ ~e....
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C.U -b...q,r\~,^,-J1.... County, Pennsylvania, with
h \ ~ last family or principal residence at 30S Ot\. '10;.~ ~\\~ '\<.ck
~",,~~\."'~ eo. -:PA \' Z.SC
(list street, number and muncipality) \
Decendent, then
at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
q\
years of age, died
De~~,,-b.Q.r
~
2.()()C
, +9---:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ ..3 O( COO
$
$
$
., 0, 000
WHEREFORE, petitioner(s) respectfully reguest.(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters i.~S1'u."","4.""-;"""'1
(testamentary; admimstration c.I.a.; administration d.b.n.c.t.a.)
theron.
'"
~
'"
u
c::
'"
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~.~
~'"
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[jj
A~rcQ"" t\'l. ~"c.\ ~o.._:\',\,","
"2.. 70 S-t~, \s.-'r~ ~
(\.e,v.N\"-' TA- \1,4ll:\.
C~va YH~~M_
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF c.u.......\a,"'..\o..-.~ J
The petitioner(s) above-named s-wear(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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
(~~ 'H-1. :fty~d~ J~, ~
::s
l::l
.....
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Q\~D ~eC. 11.0 - ~ 0/1 -q
~o. 21-01-015
Estate of
HUGH L. HELMA~
, deceased.
DECREE OF PROBATE & GRA~T OF LETTERS
AND NOW, June 19 , 2001, in consideration of the Petition on the reverse
side hereof, satisfactory proof havinQ been presented before me, IT IS DECREED that the instrument(s) dated
March 1, 1976 described therein be '::Gmitted to probate and filed of record as the
Last Will of HUQh L. Helman ; and Letters
Testamentary are hereby granted to Andrea M. FOQelsanQer,
Catherine D. Hartranft and Barbara J. ShuQhart
Register 0 Wills
MARY CLEWIS
IRWIN McKNIGHT & HUGHES
FEES
Probate, Letters, Etc. . . . . . . . $ 25. 00
Short Certificates( ) . . . . $
Renunciation(s) ........... $
JCP .................... $
Other . . . . $
TOTAL: .... $ 25.00
Filed. . . ..J.U.N~ .19. . 200.1. . . . . . . . . . .
Marcus A. McKniqht III, Esquire (25476)
ATTORNEY (Sup. ct. 1.0. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717 -249-2353
PHONE
Called attorney on 6-19-01
IN RE:
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
ESTATE NO 21 - 01 - 15
HUGH L HELMAN
DECEASED
ORDER OF THE REGISTER OF WILLS TO REVOKE LETTERS TESTAMENTARY
AND NOW, this 19th day of June 2001, I Mary C. Lewis, Register of
Wills in and for Cumberland County, do hereby revoke Letters of Testamentary
issued to Audrea M Fogelsanger on January 5, 2001.
Originally Barbara J Shughart and Catherine 0 Hartranft formerly Catherine
D Hovetter renounced in favor of Audrea M Fogelsanger to administor the
estate.
New Letters Testamentary are now being issued to Andrea M Fogelsanger,
Barbara J Shughart and Catherine D Hartranft formerly Catherine D Hovetter.
New Letters issued on June 19, 2001.
~ ..~.
e-----'/ , (!, / .)
,U4.-- . ,U/'-{4./
M if CrYWIS q
Register of Wills
JLast OOlttll anb mtstamtnt
I, HUGH L. HELMAN, of North Newton Township, Cumberland County,
Pennsylvania, declare this instrument to be my last will and testa-
ment, hereby expressly revoking all wills and codicils heretofore
made by me.
1. I authorize and empower my executrix to sell any realty
owned by me at my death, at either public or private sale, and to
give good and sufficient deeds therefor, in fee simple, as I could
do if living. My executrix is authorized and empowered to continue
to engage in any business in which I may be engaged at my death, for
such period as seems expedient to said executrix.
2. I devise and bequeath all of my estate of every nature and
wherever situate to my wife, Maude S. Helman, providing she shall
survive me by sixty days.
3. Should the gift in Paragraph No. 2 not take effect, I devise
and bequeath all of my estate of every nature and wherever situate
to my children, share and share alike, the child or children of any
deceased child taking the share their parent would have taken if
living.
4. I nominate and appoint Maude S. Helman to be the executrix
of this my last will and testament; she is to serve as such without
bond. Should she die before my death, renounce or refuse to serve
for any reason, or die leaving any of my estate unadministered, I
nominate and appoint Andrea M. Fogelsanger, Barbara J. Shughart and
Catherine D. Hovetter as substitute executrices, also to serve as
such without bond, with the same powers as are given herein to my
executrix.
5. I hereby suggest that my personal representative retain the
con""""I'T-1",r'\C"'I ",,-P T~'t.T";'V'\ T........T.T..;........ 0 T......."....T~......... ..-..... _1-1
\. /6 - / 9?~..s~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
October 3,2001
Telephone
(717) 787-3930
FAX (717) 772-0412
Law Offices of
Irwin McKnight & Hughes
West Pomfret Professional Bldg.
60 West Pomfret St.
Carlisle, Pa.17013-3222
Re: Estate of Hugh L Helman
File Number 2101-0015
Dear Mr McKnight:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before March 30,2002. Because Section
2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s)
will be granted that would exceed the maximum time permitted.
Sincerely,
f2 ;;/ / / ) /1 II
_" 1/ b4 d ~
.;" . " .,.,: / f,_ // 1/~..-'1 // i/ /. //
';(/V~'i-'-~', /"'-f /'/"11 / Ii '1l1
f /) '~(;;(j I../Cl;>/:.../l/'~,~..L,~.~p~
,:. t ~ffrey D. Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ROGER B IRWIN
60 W POMFRET STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 160-16-9793
FILE NUMBER: 21 - 2001 - 001 5
DECEDENT NAME: HELMAN HUGH L
DATE OF PAYMENT: 09/28/2001
POSTMARK DATE: 00/0010000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/30/2000
NO. CD 000326
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$5,000.00
REMARKS: ROGER B IRWIN ESQUIRE
CHECK# 17955
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
v
o~
Name of Decedent:
HUGH L. HELMAN
Date of Death:
DECEMBER 30, 2000
No. 21-01-0015
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete: _ Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report. /10 ...
11/13/02 ~ ~
Signature ~
IRWIN, McKNIGHT & HUGHES
Marcus A. McKnight III. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
X
Personal Representative
Counsel for Personal Representative
Capacity:
~
-~L~and County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Sincerely,
Date: 11/05/2002
FOGELSANGER ANDREA M
270 STEELSTOWN ROAD
NEWVILLE, PA 17241
RE: Estate of HELMAN HUGH L
File Number: 2001-00015
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/30/2002
Your prompt attention to this matter will be appreciated.
Thank You.
MARY C. LEWIS
REGISTER OF WILLS
JFi1e
Counsel
Judge
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ct/
,.K-
L
j
ss:
Shughart, Catherine D. Hartranft and Andrea M. Fogelsanger
according to law, deposes and says that they are the Executrices
of the Estate of Hugh L. Helman
late of ~Q!"th~Re~ton_ 1'~W11l:;hiP~n , Cumberland County. Pa., deceased and that the
within is an inventory made by ~the above-referencedJerson~, the said Executrices
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Barbara J.
being duly
sworn
before me,
2003
17241
PA 17201
2000
12
Month
Date of Death
Year
Day
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
0.-1
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00
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--
Inventory of the real and personal estate of
HUGH L. HELMAN
deceased
1. 305 Oakville Road, North Newton Township, Shippensburg, Cumberland County. .
2. 24.559 shares AXA Financial - Common
3. Coin/Paper Money Collection. .
4. F&M Trust - Certificate.
5. F&M Trust - Certificate.
6. F&M Trust - Checking Account
TOTAL . .
..............
82,400 00
883 14
606 54
10,026 54
14,013 69
II
112,467 65
i
I
1120,397
I
I
,I
56
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
_h_____ fold
ESTATE INFORMATION: SSN: 160-16-9793
FILE NUMBER: 21 01 - 00 1 5
DECEDENT NAME: HELMAN HUGH L
DATE OF PAYMENT: 10/17/2003
POSTMARK DATE: 10/17/2003
COUNTY: CUMBERLAND
DA TE OF DEATH: 12/30/2000
NO. CD 003133
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $118.77
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$118.77
REMARKS: MARCUS MCKNIGHT & HUGHES-TAX
PA YMT MADE SAME DAY 10/17/2003
CHECK# 020371
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
,,/ <b - /99-...s-
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MARCUS A MCKNIGHT ESQ
IRWIN MCKNIGHT ETAL
60 W POMFRET 5T
CARLISLE PA 170~3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-15-2003
HELMAN
12-30-2000
21 01-0015
CUMBERLAND
101
'*
REY-l547 EX AFP (Dl-D!'
HUGH
L
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=iS'4-i-EX-AFP--foY:03Y-NorlcE--OF-iNHErfITANCE-rAx-'A-PPR'A-ISEi"-iNT~--ALLOWANCE-OR----------- ------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELMAN HUGH L FILE NO. 21 01-0015 ACN 101 DATE 12-15-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(9)
(10)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
82.400.00
883.14
.00
.00
37 .114.42
.00
12,625.66
(8)
17,150.37
2.410.06
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
133.023.22
(11)
(12)
(13)
(14)
19.560.43
113,462.79
.00
113,462.79
NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
113,462.79 X 045 = 5,105.83
.00 X 12 = .00
.00 X 15 = .00
(19)= 5,105.83
TAX CREDITS:
.."'..."'..... l+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-28-2001 CDOO0326 .00 5,000.00
10-17-2003 CD003133 12.94- 118.77
TOTAL TAX CREDIT 5,105.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
~a. h.. L. ~.ce..\~
,
12}3CJ )2~
Name of Decedent:
Will No.
Admin. No.
2\ --0 \ - (DO \-5'
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the ~s' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on I D \. :
Name
Address
~b~",- ~r-~\..4~~ lOb' G)~JZ.""S~)\~, ~ ~ .\>f\
~~ b. ~~;\-~~ 'if!" ~~ @~~ ~~ ~
~ M- ~'SP4fI.C 1270 ~~ ~ ~.M.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
~
Date:
J.I JUtJ ( 0\
,
~tv-
Signature
Name 1Ct)k~ \.., C '\&\\~
Address (1 \..V. ~C>~~ S~ ~~\,~ ~Q f\
Telephone ( ) 2. 't~ -{p ~ 73
Capacity: _ Personal Representative
~ounsel for personal representative
-.L