HomeMy WebLinkAbout04-27-12 (2)1505610101
REV 1 00 °"°'"°' m
5 OFFICIAL USE ONLY
PA Department of Revenue nay VaMa
Pe.. F ~p County Code Year File Number
Bureau of Individual Taxes
PO BOX z8a6D1 INHERITANCE TAX RETURN
Harrisburg, PA tyi28-D6ot RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number
~Zi 2~' Date of Death MMDDYYYY
oa /~ ~~ 2 Date of Birth MMDDYYYY
o a~/ 29
Decedent's Last Name Suffix Decedent's First Name MI
C M~l;~nl~ ~ R C ~ ~L ~
. ., .,~ ~,.
m ....
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name SuiFx Spouse's First Name MI
Spouse's Social Security Number
Z 3
3
'~O ~/ 3 O THIS RETURN MUST BE FILED IN DUPLICATE
wITH THE
REGISTER OF WI
, _„ LLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return O 2. Supplemental Return O 3. Remainder Retum (date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Tmst ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Tmst)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
REGIS 'F WILLS INeE ONL1T~1
First line of address
~ l y~ ~.,~ .. ,
~ J i
n t.~.,,.,.r x :. rt ~.....
Second line of address
C~ ?~ "k rL~~ oaA~D
City or Post Office
lJ A 2, ~` i S.'~ u~~~~w3
.
State
~~
F,'Z~ !V
Zclix v
'`7 C~~
z~
C T -~
aD
U ti "-
A LJ "7
ZIP Code I DATE FILE~~
~,~~ .., .
Correspondent's a-mail address: AJOtI E
Under penalties of perjury, I declare that I have examinetl this return, inducting acwmpanying schedules antl statements, and to the best of my knowledge and belief,
it is true, correct antl complete. Declaration of preparer other than the personal representative is based on all information of which preparer has anv knowled°e.
SIGN RE OF PERS RFy$PONSIaLE FJ~R FILING R~~Nn~C ~ DATE
~iS
OTHER THAN REPRESENTATIVE
.-
DATE
•V PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610101 1505610101
h~
REV-1500 EX Page 3
Decedent's Complete Address:
Flle Number
zdI ~, > Ofl~l^2
DECEDENT'S NAME
_ G E/1AL ~~~N ~4!!2~__.__ 0~~^~Rt-1'~;_~34C.~ F~l~~~.~ G C~'~k
STREET ADDRESS
c:0~/'H~l ; PA lid rl
cm srATE ~zIP
~ f S u~ ~ ___ v~
Tax Payments and Credits: ~~Jy
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
Total Credits (A+ B) (2)
(3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the diNerence. This is the TAX DUE. (5)
Make check payable 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 Vansferted :................................................................................... ...... ^
b. retain the right to designate who shall use the property Vansferted or its income :...................................... ...... ^
c. retain a reversionary interest; or ................................................................................................................... ...... ^
d. receive the promise for lite of either payments, benefits or care? ................................................._....._...... ...... ^
2. If death occurted after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate considerotion? ........................................................................................................ ...... ^
3. Did decedent own an "in Wst for" or payable-upondeath bank account or secudty at his or her death? ........ ...... ^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................................. ...... ~ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §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 Vansfers from a deceased child 21 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 percent (72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, 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 Vansfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 E%+ (11-08)
~pennsylvania SCHEDULE A
f~ii77 ^EPARTMENT OF FEVENUE
rNneRrrANCE rnx RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
` All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defned as the price at which propel
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 prooertv that is iointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
~. ~..a ~'~~cleT~' /.~S SoG~ .
TOTAL (Also enter on Line 1, Recapitulation.) ~ ¢
If more space is needed, insert additional sheets of the same size.
REV-1503 EX+(6-96) ,
SCNEDIILE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
All property jointlyrowned with right of survivorship must be disclosed on Schedule F.
(It more space is neetletl, insert additional sheets of the same size)
REV-1504 EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
ESTATE OF FILE NUMBER
Schedule C-1 or C-2 (including all supporing information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-oroorietorshios.
pr more space Is neetletl, insert additional sheets of the same size)
REV-1505 EX+ (6-98) ,
SCHEDULE C-1
COMMONWEALTH OF PENNSYLVANIA CLOSELY-HELD CORPORATE
INHERITANCE TAX RETURN STOCK INFORMATION REPORT
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
~C-,PAL ~ L • ~16z MA ~J L'o ~ 2 - coo X5'2
1. Name of Corporation _ ~,,~ State on Incorporation
Address
City
2. Federal Employer I.D. Number
3. Type of Business
4.
Date of Incorporation
Sate Zip Code Total Number of Shareholders
Provide all dghts and restrictions pretaining to each class of stork.
5. Was the decedent employed by the Corporation? ................................. ^ Yes ^ No
If yes, Position Annual Salary $ Tme Devoted to Business
6. Was the Corporation indebted to the decedent? ................................... ^ Yes ^ No
If yes, provide amount of indebtedness $
7
ProducUService
Business Reporting
STOCK TYPE TOTAL NUMBER OF
'
PAR VALUE NUMBER OF SHARES VALUE OF THE
yotinglNon-Voting SHARES O111
STANDING OWNED BY THE DECEDENT DECEDENT'S S7QCK
Common $
Preferred $
Was there life insurance payable to the corporation upon the death of the decedent? ..... ^ Ves
If yes, Cash Surrender Value $ Net proceeds payable $__
Owner of the policy
8. Did the decedent sell or transfer an stock in this company within one year prior to death or within two years
if the date of death was prior to 12-31-82?
^ Yes ^ No If yes, ^ Transfer ^ Sale Number of Shares
Transferee or Purchaser Consideration $ Date
Attach a separate sheet for additional transfers and/or sales.
9. Was there a wdtten shareholder's agreement in effect at the time of the decedent's death? ....^ Yes ^ No
If yes, provide a copy of the agreement.
10. Was the decedent's stock sold? ..................................................... ^ Yes ^ No
If yes, provide a copy of the agreement of sale, etc.
11. Was the corporation dissolved or liquidated after the decedent's death? .................... ^ Yes ^ No
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
12. Did the corporation have an interest in other corporations or partnerships? ............. ^ Yes ^ No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
• • •• • ~ ~
A. Detailed calculations used in the valuation of the decedent's stock.
B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years.
C. If the corporation owned real estate, submit a list showing the complete addresses and estimated fair market value/s. If real estate appraisals have
been secured, attach copies.
D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent.
E. List of officers, their salaries, bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those declared and unpaid.
G. Any other information relating to the valuation of the decedent's stock.
^ No
(If more space is needed, insert additional sheets of the same size)
REV-1506 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-Z
PARTNERSHIP
INFORMATION REPORT
ESTATE OF FILE NUMBER
1. Name of Partnership .. J J A Date Business Commenced
Address
City
2. Federal Employer I.D. Number
3. Type of Business
ProducUService
Business Reporting Year
State Zip Code
4. Decedent was a ^ General ^ Limited partner. If decedent was a limited partner, provide initial investment
5.
6. Value of the decedent's interest $
7. Was the Partnership indebted to the decedent? ................................. ^ Yes ^ No
If yes, provide amount of indebtedness $
8.
Was there life insurance payable to the partnership upon the death of the decedent? ..... ^ Yes
If yes, Cash Surrender Value $ Net proceeds payable $__
Owner of the policy
9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was
prior to 12-31-82?
^ Yes ^ No If yes, ^ Transfer ^ Sale Percentage transferred/sold
Transferee or Purchaser Consideration $ Date
Attach a separate sheet for additional transfers and/or sales.
10. Was there a written partnership agreement in effect at the time of the decedent's death? ...... ^ Yes ^ No
If yes, provide a copy of the agreement.
11. Was the decedents partnership interest sold? ....................................... ^ Yes ^ No
If yes, provide a copy of the agreement of sale, etc.
12. Was the partnership dissolved or liquidated aker the decedent's death? ................... ^ Yes ^ No
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any of the partners? .................................... ^ Yes ^ No
If yes, explain
14. Did the partnership have an interest in other corporations or partnerships? .............. ^ Yes ^ No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
• • •• • ~ ~
A. Detailed calculations used in the valuation of the decedent's partnership interest.
B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years.
C. If the partnership owned real estate, submit a list showing the complete addresses and estimated fair market values. If real estate appraisals have
been secured, attach copies.
^ No
D. Any other information relating to the valuation of the decedent's partnership interest.
REV-1507 EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ca iwi c yr FILE NUMBER
l'E /-~ ~ L. l,~l-~[ /~A ~J zoo - oo~S7_
' All property jointly owned with right of survivorship must 6e disclosed on Schedule F.
ITEM
........ _.. VALUE AT DATE
~~ ~ ~ /v~a,2l GA G f
rte- ;
N.~,~ i~ ~"c,)LC
~rv~ C A~ l'R / 7O~ S'
S'~d~SE i~~S sf~ ~~Sti,~
i~ ~~ e A~~vF ~~ ~,~e~~ }'
~~o,~r ~ md.~ c~ s~ ~~ ~~
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VA For4. 4-68ae (soma Loan) eoo~304 NacE34~ PENNSYLVANIA
7anuary 196d. Uee ODt,onal.
+ 8ervicemen's Reediuetment Act
(88 U: S. C. A. 699 (a)). Ac-
ceptable to Federal National
Mor':.gage Aswciation.
MORTGAGE
THIS INDENTURE, made the / ~`' .,, -~ dsy of ~ -°~'°"'"~`~T in the
year of our Lord one thousand nine hundred and (~ i tri -'. oUP \ 1`a 51i) ,BETWEEN
GE1~~Lil LtOna H (_I_ "i`tid J~'bnPhIi,)h ii F.c~ L11`), tli,t wi.2a ^f 6nilin~ i ai' ., ~'ti.::!d, (hereinafter
called Mortgagor) and hIDE:I.,ITY NHLi ,17yT ~H1i1 7Hi)~_1' UUt,u ~uw _ _ _ _ _ _ -_. _ _ _ _ .. _ ._ _.
a corporation organized
and existing under the laws of the Co;:nao,.a;t;alt~ of Penns,-y lvait:'tT.t - - - - - - - - - - -- - - - - -- -
and having its principal office and post-office address in 1'ilil.:i 1e1. Niiid - -- - -- - -- ~- - - - - - - - - -- - ~- -
(hereinafter called Mortgagee):
WITNESSETH: Mortgagor in and by a Bond duly executed and sealed by Mortgagor, bearing even date herewith, stands held
and firmly bound unto said Mortgagee, in the sum of '1'SaE=ritV' ~"luu ~,:-rid - - - - - - - - - -- -- - -- - - - - --
Dollars ($~~!a'-"- ), lawful money of the United States of America, conditioned fur payment unto Mortgagee of the prin-
cipalsumof l;:ri ±Luott. att - - - _ _ _ _ _ -. _ -- _ _ .. .. __ _ _ _. _- _ .- -Dollars ($ V a ~~..'. - --),
lawful money as aforesaid, with interest at the rate of i Oul" &nn one-h-till` - - - - - - per centum (L; ~:, %) per annum
on the unpaid balance thereof until paid, said principal sum and interest to be paid in monthly installments of rl)~t,}+ r: iul ;)~`-'~ ~I!.'0
_- _. _ _ _ _ _. _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ Dollars ($ 50,%u ), commencing on the
first day of ,•-+d. ~jj''~~"'^' "~`°'t- , 19 5sy and continuing thereafter on the first day of each month until such debt is fully
paid, except that] if not sooner paid, the final payment thereof shall be due and payable on the first day of ~-~,~> " //' ,
19 t3h. ,with the privilege to Mortgagor, at his option, to prepay at any time, without premium or fee, the eptire indelStedness or any
part thereof not less than the amount of one installment, or one hundred dollars ($100), whichever is leas.
Said Bond is further conditioned (in part) as is quoted below, the Mortgagor herein being designated therein as the Obligor
and the Mortgagee herein being designated therein ae the Obligee:
1. Obligor shall Day unto Ob118ee, in addition to and concurrently with, such monthly ineteamenta of nrineiyal and interest, the followin¢ sums:
(a) A sum eausl to the ground rents, if any, nezk due, plus the premiums that will nert become due and Datable on nondee oY fire and other hazard insurance
covering the premieee described in the Mortgage of even date end which secures this Bond, plus taxes, aeeeeamevte, and eewer and water rents, next
due on the premises covered by said Mortgage (all ea estimated by the Obneee, and oP which the Obligor is no8fied) less ¢Il sums already Haid therefor
divided by the number of months to elapse before one month prior to the date when ouch ground rents, premiums, taxes, aseeeamenta, and sewer avd water
tents, will become due, ouch sums to be held by Obligee in trust to HaY said ground rents, premiums, rases, assessments, and sewer and water rents.
(h) Tha aggregate of the emounh payable pursuant to eubDamgraph (¢) and those payable on this debt shall be Paid in a single payment each month, to be
aDnlied to the following items in the order stated:
(I) ground rents, rases, aesesamenb, sewer end water rents, fire sad other hazard insurance premiums:
(II) interest oa this debt: and
(III) amortization of the principal of this debt.
Any defictenry in the amount oY any such aggregate monthly Hayment shall, apices made good by Obligor prior to the due date oY the neat evch Uayment,
constitute an event of default hereunder and under said Mortgage. At Obligee's option, Obligor will pay a 'gate charge" not exceeding four Per centum
(4q) of any installment when Daid more than fifteen (16) days after the due date thereof to cover the extra esDenee involved in handling delinvuent
payments. but evch "late charge" shall not 6e payable out of the proceeds of any sale made to eatisYy the indebtedness secured hereby, unless evch
proceeds are sufficient to discharge the entire indebtedness and all proper coats and eapeneee secured thereby.
2. I4 the total oY the payments made by Obligor, under (a) of paragraph I preceding. shall exceed the amount of yaymente actually made by Obligee for
ground rents, rases, eseeeementa, sewer or water rents, or ineuravee premiums, as the case may be, evch excess shell be credited on aubeequent payments to be made
by Obligor for such items. IP, however, such monthly payments shall not be eufftcient to DaY such items when the same shall become due and Dnyable, then Obligor
shall Dey to Obligee avy amount necessary to make vp the deftciency within thirty (90) days after written notice from Obligee elating the amount of the deficiency.
which notice may be given by mail. IY at any time OEligor shall tender to Obligee, in accordance with the Drovielone hereof, the full payment of the entire
indebtedness represented hereby. Obligee shall, in computing the amount of each indebtedness, credit to the acco,mt of Obligor any credit balance remaining under
the provisions of (a) of paragraph 1. IP there shall be a default under avy of the Dmvisiona of this Bond end the Mortgage securing the same, which results in a
public Bale oP the premises covered thereby, or iY the property ie otherwice acquired after default, Obligee shall apply, at the tune of the commencement oY each
proceedings or at the time the property is otherwise acvuired, the balance then remaining to Credit of Obligor under (a) of Daraemph 1, as a credit On the
interest ncerued and unpaid. and the balance on the principal then remaining unpaid on this Bond.
8. Obli¢or shall BsY to Obliges all ground rents, twee, saeeaemena, sewer and water rents, and an other chergee and claims assessed or levied at any time by
nvy lawful authority upon the premises covered by the Mortgage securing this Bovd, which, by any present or future law or laws, shall have priority in lien or
payment to the debt reDreaented hereby and secured by said Mortgage, and Hroviaioa Yor the Daymenb of which ie not otherwise made herein, such payment to be
made by Obligor within thirty (30) days after demand by Obligee, stating the amount.
BOONc~~~~ PAGEPj~:~
7. Obligor shall not commit or permit waste; and shall matnte(n the property in ae good condition ae et Dre~sent, reasonable wear and tear exeeDted. UDOn
~ any failure eo to maintain, Obligee, at ire option, may cause reasonable maintenance work to be Ber[ormed at the coat of Obligor.
8. Obligee shall have the right to Day any ground rents, taxes, aeeeeemente, sewer and water rents, and ell other charges and claims which Obligor has agreed
to Dar under the terms hereof, to advance and Day any eume of money th¢t [n its judgment may be neceaearY to perfect or preserve the title of the Bremiees covered
• by the Mortgage securing this Bond, or for insurance premiums or for any authorized maintenance work. Any amount or amounts eo Snid or advanced shall ba
added to the principal debt, shall bear interest at the rete.Drovided for in the principal indebtedness from the date of SeYment or advance, and shall be eecnred 6y
said Mortgage ratably with said principal debt and interest thereon. Obiigee, at its option, also shall be entitled to be aubrogated to env lien, claim, or demand
paid br it, or discharged with money advanced by it and eecured by said Mortgage. The payments and advances so made shall be payable in aBBroximately equal
monthly payments extending over each period ae may be agreed upon by Obligor and Obligee, but not beyond the due date of the final installment of the principal
debt. Failing to agree on the maturity, the whole of the sum or some so paid or advanced shall he due and Datable thirty (30) days after demand by Obligee.
e. The lien of the Mortgage securing this Hond shall remain in full force and effect during any postponement or extension of the time oS payment of the
indebtedness, or any part thereof, eecured by said Mortgage.
10. UDOn the request of Obligee, Obligor shall execute and deliver a euBDlemental bond or bonds for the sum or soma advanced or paid 6Y Obligee for the
alteration, modernization, or improvement of the mortgaged DroBerty mad9 at Obl(gor'e request: and 4or maintenance of said DroBerty, or ground rents, taxes,
assessments, sewer and water rents, and fill other charges and claims assessed or levied against said property 6Y any lawful authority, or £or any other purpose
elsewhere authorized hereunder. Said bond or bonds shall be eecured by said Mortgage on a Rarity with and se fully as if the amounts stated in such bond or bonds
were part of that stated in this Bond. Said supplemental bond or bonds shall bear interest at the rate provided Yor in the principal indebtedness and shall be
payable in approximately equal monthly payments for such Dariod ae may be agreed upon by Obligor and Obligee. Failing to agree on the maturity, the whole of
the sum or eume so advanced or paid shall be due and payable thirty (80) dnye a4ter demand by Obligee; but in no event shall any such maturity or due date
extend beyond the due date of the final installment oP the principal debt.
11. If said indebtedness be guaranteed or insured under the Servicemen's Readiuetment Act, as amended, such Act and Regulations rued thereunder and in
effect on the date hereo4 shall govm'n the rights, duties, and liabilities oY the partieehereto, and any provisions aY this or other instruments executed in wnnection
with said indeMednesa which are inconsistent with said Act or Regulations are hereby amended to conform thereto.
12. IY, at any time, a Writ o4 Fieri Fadae or other execution is properly issued upon a Judgment obtained upon this Bond, or by virtue of We Warrant of
Attorney hereto attached, or if a Writ of Scire Faeiae ie issued or any other appropriate act[on pr pkofgeeding to 4orecloee a mortgage is instituted upon or under
the Mortgage securing this Bond, an attorney's commission of f~l.V'e Der centum ( ~) of avid principal debt shall be Sayable, and recovered
iv addition to all principal and interest and all other recoverable eume then due, beeidee costa of suit.
18. If any deficiency in the amount of any aggregate monthly payment mentioned in (6) of paragraph 1 shall not be made good by Obngox prior to the due
date oY the next each payment, or if default be made at any time in any of the covenants and agreements herein. or in the Mortgage securing this Eond, then
and in every such case, the whole principal debt shall, at the option of Obligee, become due and Datable immediately. Payment thereof and all internt accrued
thereon, with an attorney's commission as 6ereinbe4ore mentioned, may be enforced and recovered at once, anything 6eretn contained to the contrary
notwithstanding.
Mortgagor, for and in consideration of the aforesaid debt and for better securing the payment of the same, with interest, as
aforesaid, and all other some recoverable under the terms of this Indenture unto Mortgagee, and in consideration of the further sum
of One Dollar ($1) unto Mortgagor paid by Mortgagee, at and before the sealing and delivery hereof, the receipt whereof is hereby
acknowledged, hath granted, bargained, sold, aliened, enfeoffed, assigned, released, and confirmed, and by these presents doth grant,
bargain, sell, alien, enfeoff,.assign, release, and confirm unto Mortgagee, ALL the following-described property situate in the
l.i,., ~,,~,_-, _. ...
-- _. - - - - - ~_ _. of :._ t ;^,yi; ~ ~t. , r,~ _ ._ ._ , Couuty of ~ ••, , ~ -,;;. _. _ - -~
and Commonwealth of Pennsylvania; to wit:
i ~'
t` l .. x1161.1 1> Ht ... ,^C;:11":C 9,1 iii(' ,:' f'C t. L: -: 1.) .:OI' .. ~ Cf1C !-t^. `1.~] i. 1~ 'L/ , :..i t d ,, ~ ..
.,7 _i.Ce OS '-,1:1771?. Ll?_~^',Ci t'I Yt .,._.a, ~ -,iYl,:,t /_t, - .~Y. n.1. '.P_c..i, ;`'£. ~. i 3t.L,.... 2^:_
same ,ot t1: vor.~ -'i:~ rie .r. es __ s± ; r~In . t; .!oi i. ~ ~.e trr:derti ~r ,>> #: t~ e >ot tk .~ ~t r.' ae
,•
~i' Lpil, i_^, -'cn2 ~nl, t';".R) ~ '. i.' fe-~+ 1717°) t„'Cii.a'16iG 1[t fr,It'-~. '~i' h, :_atl c^ -. r ~'ti,-, Li ..^. ..
~,. ,
P .tr :i~n ,f t1, t w'Lt~th in 1.en~Lh r,r q~.ntel .vor+l ~ ^rt,~~-t~,~r dF I ,e~ _ ,t _,rt^^ - .=s•: ! ~ ~l
('i ;'~li. .E':', f7 ~.~e' l ~ ~i]+;r O i,. qt=~:`.. iJI10 1P171 ri._ sj, ~I L,EIZ '~~ ;3t• ljf?I!`1G LO't~ .i- ~.,_
v
_,.
~ ~^F,.1 °Al^7„ TC)Y OLl li2C t i ~''
' "6_ 5~ ~. r ~ ~Ji_
' 1 1.. - - a .. .
BELVG the s=:ne arernises crhirh Bertram k. Pric~,~sn_;lem
_. ±tle 1:!l11°tl,-te:! l7FiSr OS June . L, Zf .. f.Ild ^2(`OT2el~. ,, ( '..I
PS1?L ;.t , P -; i) IL f .r, .,.. c. L~._11
n, hF: .a J.a;ze?iture b:arii?
~n __-_,, in tiu:
.n i _c F,C ,C)U~..
r
{7 r. -~ 1 1. 1:. .. aj!t
U"-• -. .I' .-i- i k.t.i v. .ln.", , L.. ,. '.~ .ia ._: L' .., -c. t':".'. P~I•
600N~~~~ PAGE~~~
TOGETHER with all and singular the buildings, improvements, and fixtures on said premises, as well as all additions or improve-
. menu now or hereafter made to said premises, streets, alleys, passages, ways, waters, wal;er courses, rights, liberties, privileges,
her~ditamenta, and appurtenances whatsoever thereunto belonging, or in any wise appertaining, and the reversions and remainders,
rents, issues, and profits thereof, and in addition thereto the following described household appliances, which are, and shall be deemed
to be, fixtures and a part of the realty, and are a portion of the security for the indebtedness herein mentioned, namely_ _______________
provided, however, that the Mortgagor shall be entitled to collect and retain the said rents, issues, and profits until default hereunder:
TO HAVE AND TO HOLD said property, hereby granted, with the appurtenances, unto said Mortgagee to its own use forever:
All of the above quoted provisions of said Bond are incorporated in and are constituent parts of this Mortgage.
In the event of any breach of any covenant, condition, or agx•eement of said Bond, or of this Mortgage, it shall be ]awful for
Mortgagee to enter upon all and singular the land, buildings, and other rights, corporeal and incorporeal, granted by this Mortgage,
and totake possession of the same, and of the fixtures and equipment therein, and to have, hold, manage, lease to any person or
persons, use and operate the same in such parcels and on such terms and for such periods of time as Mortgagee may deem proper
in its sole discretion, Mortgagor agreeing that he shall and will, whenever requested by Mortgagee so to do, assign, transfer, and
deliver unto Mortgagee any lease or sublease; and to collect and receive all rents, issues, and profits of said Mortgaged premises
and every part thereof; for all of which said Bond shall be a sufficient warrant whether or not such lease or sublease has been
eseigned; and to make from time to time all reasonable alterations, renovations, repairs, and replacements thereto. After deducting
the coat of all such alterations, renovations, repairs, replacements, the expenses incident to taking and retaining posaeasion of the
mortgaged property the management and operation thereof, and of keeping the same properly insured, to apply any residue of such
rents, issues, and profits to the payment of (a) all ground rents, taxes, charges, claims, assessments, sewer and water rents, and
any other liens that may be prior in lien or payment to the debt secured by this Mortgage, with interest thereon, (6) premiums for
said insurance, with interest thereon, (c) the interest and principal due and secured by this Mortgage with all costa and attorney's
fees; in such order or priority as Mortgagee may determine, any statute, law, custom, or use to the contrary notwithstanding.
The taking of posaeasion of the mortgaged premises by Mortgagee, ae herein provided, shall not relieve any default by Mort-
gagor, or prevent the enforcement of any of the remedies provided by said Bond, or its attached Warrant of Attorney, or this
Mortgage.
The remedies provided by said Bond, this Mortgage, and said Warrant of Attorney for the enforcement of the payment of said
Bond, or any other indebtedness therein provided or eecured by this Mortgage, and for the performance of the covenants, conditions,
and agreements of said Bond or this Mortgage are cumulative and concurrent, and maybe pursued singly, or aucceseively, or together,
at the sole discretion of Mortgagee, and may be exercised as often as occasion therefor shall occur.
PROVIDED, that in case default shall be made in the payment oY any installment of principal and interest, or any other pay-
ment hereinabove or in the conditions of said recited Bond provided for, or in the keeping and performance by the Mortgagor of any
covenant or agreement contained therein or in this Mortgage to be by said Mortgagor kept and performed, in the manner and at
the time specified for the performance thereof, such default will entitle Mortgagee forthwith to sue out a Writ or Writs oY Scire Faciaa
upon this Indenture of Mortgage, or to institute any other appropriate action or proceeding to foreclose a mortgage, and to proceed
thereon to judgment and executioh, for recovery of said principal debt or sum and all interest thereon and all other sums hereby
secured, together with an attorney's commission for colleetiori, as aforesaid, and costs and expenses of such proceedings, and to pursue
any and al] other appropriate legal or equitable remedies in each cases provided without further stay of execution or other process,
any law, usage, or custom to the contrary notwithstanding. Mortgagor expressly waives and relinquishes all benefit that may accrue
by virtue of any and every law made or to be made exempting the mortgaged premises or any other premises or property whatever,
real or personal, from attachment, levy, or sale under execution, or any part of the proceeds arising from any sale thereof, and all
benefit of any stay of execution or other process. Mortgagor hereby waives and relinyuishes unto and in favor of the Mortgagee,
all benefit under all laws now in effect or hereafter passed to relieve the Mortgagor in any manner from the obligations assumed in
the Bond for which this Indenture is security, or to reduce the amount of the said Bond to any greater extent than the amount actually
paid for the premises hereby mortgaged at the sale thereof in any judicial proceedings upon the said Bond or by virtue of the Warrant
of Attorney attached to said Bond or upon this Indenture:
BUT PROVIDED ALWAYS, nevertheless, that if said Mortgagor shall pay or cause to be paid unto the said Mortgagee, the
aforesaid debt secured by this Mortgage, when and in the manner hereinbefore mentioned and appointed for payment of the same,
together with interest and all other sums hereby eecured, then and from thenceforth, as well this present INDENTURE, and the
estate hereby granted, as well as esid recited Bond, shall cease, determine, and become void, anything hereinbefore or in said Bond
contained to the contrary notwithstanding.
-IY this-Mortgage is executed by more than one person as Mortgagor, the liability-of each shall be joint andseveral. - - -
The covenants, conditions, and provisions contained in said Bond, in this Mortgage, or in esid Warrant of Attorney shall bind,
and the benefits and advantages thereof shall inure to, the respective heirs, executors, administrators, successors, vendees, .and
assigns of the parties hereto or thereto; and whenever used in said Bond, in this Mortgage, or in said Warrant of Attorney, the
singular number shall include the plural, the plural the singular, the use of any gender shall be applicable to all genders, and the
term "Obligee" or "Mortgagee" shall include any payee of the indebtedness represented by said Bond, or secured by this Mortgage,
or mentioned in said Warrant of Attorney, or any transferee thereof, whether by operation of law or otherwise.
ie--asses-a
BOON3O~ PAGEc3~O
IN WITNESS WHEREOF, Mortgagor hereunto seta his hand and seal. Dated the day and year first hereinabove written.
Signed, sealed, and delivered in the presence of- ,.
~c%»o~ ________,.~CCC~Gt.I_~1~!~L-f~//~Llc__t!L_ [sE.w]
d
-----------------r-'-"-=--------------------------------`------------------- -
Gerald Leom Hl.eman
- ------------ ---- TaE,w]
,.~ -
---- - ---
--- --------- --- --- -- ------------- --------------------------- J seul~ina ~'i. Helman
CERTIFICATE OF RESIDENCE
do hereby
I,
certify that the correct address of the within-named Mortgagee is 1 ~5 5 • Broad uT,-tact, i'hil2del phia.~ P2nn~t,
^."T".
Witness my hand this j ~-' day of ~ d ` ~ ~`r > 19 54
C/'
.~
- -------------------
------------------w-`------------------------ - -Agent of Mortgagee.
`1
.,
~1.
4'
COMMONWEALTH OF PENNaYLVANIA,
.~ 1 a8:
COUNTY OF ,,~•,~.C'Gr3'aG~Grs~-c.Q
'~J'_-__
On this ~ °'~ day of ~ ~ , A. D. 19 5/a., before me,
~y-~~~~:~"`~ ~'~.y~ ~"mw Gu,- ~ i..-~..ix...~r+C~/ ..,~y'~ u-~,wej-~~,-...-,r,.. z.w
came `above-named G tiiS,il L utV i li~iAN rnu JJ„LYH~ L 'd, xi~~Li~1i1~1
klis Site
and aclmowledged the within indenture of Mortgage to be ohelT'
WITNESS my hand and seal, the day and year aforesaid.
RECOROED~OFfICE OfiHE
CLERK Of COURTS&
RECORDEfl OF DE€DS
CUMBERUND COUNT!
PENNSYLVANU
sC
lJ,.
w
c
r
n.
p!
U
CA
n
~:
,q
.a
w
J
Y~
U
0
a
act and deed, and desired the same to be recorded as such.
..r , ;;
~--- r s'....q" -~' mow:.
- - ------ ------ - --------
- -- --
'' ~~:...,...~..:,c,..
My commission expires
as ~~ f,/ ~,
~~~
ti31~Slla~ A~ ~ ~ S~~',~,~~~~ '~11~~t
a
]a
c7
V
l'
E"i
O
o x a d
y U
O e~
~~
' (~
b p {~ O
C~ N b
~ '~'
J
..
~ ~ m
w ~
~
w
Q; ~ cJ ~
~ o
C
~
x p,
t ~,
~ -
~
~
' ~ ~~
q
.~
is F I y
1 :
O y
~' \
~ O ~,. q
UMm'°
n. r.
'.l z
Z ~
~ ;° d ~ m
m ~ ~ o
'~ a ) o a
m
~~ ri p ~ A
~~
2~ O ~ ~ d P'
o ~ o a~ N
l '
~ ,
~ 'Y ~ c C7 d
~I j p
U e~ U 0.'i ~ .~+
PEV ISOB E%. ~1.9n
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Include the proceeds of lifigation and the date the proceeds were received by the estate. All propeAy joiMtyowned whh the dpht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
,. /4jC~.4ER~ 1.~ ~~E~l C2CD,i r~~a.,,J ~`fp oZt.o~
~iZ`. Cy ~l NAS 86E~.1 Es7 A3c,s~ ~,D A S cx~ T-~ A3~~Le~
e ~~J,I.~yL 9G~JCf-,ciR2~ /SS' n,orZ-.~
CsHF" ~ s /~
~,~ F.R72'AeS r,~~CL~
-^ X98',.32
OC1'~Eni-SE lei ~/>'.~.) c e /J~ /~ cc~v~5'i,^J6 O~/'~''7~~
s6~~~ ~~ ~Jti'.~a.rJ c-.~~N ~rf~r,
,ti ~6'.~s ~ S'
P, o . ~3~X ~I.3c~
~i-goo- 3?~- /O<Y~
o~F'r~C ol~P~~d.,.r~c-l MA'MEr~l ~~ s~zv~volZ
SL,~,v~ tJo~, P~~~ss,r/ G S6cj~ a..% 7A~.r ~~S
Zy~~~~~
~3~"EQ_s~ ~~' /vim °1 ~ ~~,~-' ~ s
~~d~
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
St
MEMBERS 1't
PEDBRALCa14Drr UNION
Celebrete National Credk Unlon Youth Week with us!
Seethe enclosed Insert for more details.
SAVINGS ACCOUNTS
0000 -REGULAR SAVINGS
Feb 29 Deposit Dividend 0.250% 9.56 48,122.76
i rape >a~w Es/ned o.Z~aX hom O2iovzo>z ~lorlgd7 azi29izo12
Mar 01 DeposR ACH DFAS-CLEVELAND ~ ~ ~ 021 ~
TYPE: RET NET ID: 3041036004 DATA: DO SYMBOL 852-RET
CO: DFAS-CLEVELAND
4!d ?4 Endhg BaIs7lns
r 40..021x06
YTD SUMMARIES
esoo~o~'om,. Statement of Accounts
vo ~ ~o
YOMMrO, PA 17056
.nr..n+.S~bM.,,w,a Feb 25, 2012 thrU Mar 24, 2012
MWiaMte~bertl: (500)283.2925
~~~ ome®7-+a7s«ceoo)zea+a7z Account Number:
7510: p,7)SW-53,2 «(500)2ai-2348 e10. 59,P
T.).e~.nen: (500)237-7255
~ 2 Balances et a Glance:
22376-22376 ~l ~N J...l)_ gs:
22376 1 AV 0.350 ~ ~•/'.p, f ^~ Cart~Ca 8
III IIIII II IIIIII111IIIIIIIIIIIIIIIIIIII IIIIIIIIIIIIIIIII II IIII 1 $:
GERALD L HELMAN /~ ~~p 7~1 LOanS. '~
C/O DANIEL HELMAN U(,a'"'
1115 ENTERLINE RD ~~~'-~ Money Management:
HARRISBURG PA 17110 Swipe 5 YTD Reward
1976
~.~
49,021.E
0.W
x.110
0.00
0.00
Page: 1 of 1
Your aggregate balance as of March 1st is 549,021.08.
An aggregate balance of 52,500 and having 3 products
- -- tMlll place you. in the Silver MLR level. -
?oTnt~_IE.t,~s Pao.
0000 REGULARSAVINGS
Don't forget about o r ne
The more products you~~tave
Ask an associate for details or~visit
{
._
at
receive.
,org for details.
~~
.i}
COMMONWEALTH OF PENNSYLVR"""
COUNTY OF CUMBERLAND
estate of GERALD L HELMAN
/First, Mitldle, Lasil
in said county, deceased,
SHORT CERTIFICATE
I, GLENDA EARNER STRASBAUGH
Register for the Probate of Wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 2nd day of April, Two Thousand and Twelve,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
late of EASTPE.NNSBOROTOWNSH/P
to DANIEL P HELMAN
/First, Middle, Lastl
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my har,.d and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 3s~d day of April
Two Thousand and Twelve.
File No. 2012-00392
PA File No.
Date of Death
S.S. #
21- 12- 0392
3/11/2012
213-26-5106
NOT VALSD WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
Rf0.1519IX ~ t-91)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY•OWNED PROPERTY
INHERITANCE TA% RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
G72 /~ ~.~ L • ~ ~l~ A-~ 7 ~~ - 0039 Z
If an asset was made joint within one year of the decedent's date of death, k must be reported on Schedule G.
SURVIVING JGINT TENANT(S) NAME
A. 1 `~ vV v
B.
C.
JOINTLY-OWNED PROPERTY:
RELATIONSHIP TO DECEDENT
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTIDN OF PROPERTY
Include name ofguar~cial institution and bank account number or similar identlfying number. Attach
Oeetl forjointly-held real estate.
DA'E OF DEATH
VAWE OF ASSET %OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A.
A ~ '
j~
TOTAL (Also enter on line 6, Recapitulation) E
more space is needed, insert additional sheets of the same size)
REV-1510 E%+ (08-09)
Pennsylvania
DEPARTMENT DF REVENDEDEPARTMENT OF REVENUE
INMERRANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
~xauoE THE xANE or THE TraxsEEREE, TxEIR REUnoxsx~v TO oeceoExT Axo
THE oaTE or TnaxsEEa. anacn a cow OF THE oEEO roa REAL EsrATE.
DATE OF DEATH
VALUE OF ASSET
^/a OF DECD'S
INTEREST
EXCLUSION
pEnPPUCaecE~
TAXABLE
VALUE
1. ~ ~ 5. ~V~av,A Z /Z+Ss E2 vE ~~2E'n-, E,1T' ~ fig, 32
~~A~JC~ f~ Rc~w~jY,~
QE~£n~.ff. ' C1~°~
~c Y l
PEN
~ „J G
, ~~/~v
//
S'Fi2N/CE C /,~/~-RS~ MB,e,' ~.rl ~- ICG ~ ~~
~,.5'. Mir ~i'/a12Y /~~67~~ ~ T ~ ~ /4 ~ /~.
~, ~. ~~ ~ I -~C~ /
~~~~>r~r ~a~~a-~i~o
~~~00-~21-/08~
2 V , S , p ~~~cE c~ ~E~.Sav~EG. ~P~
,
/Z~2~/~a E..,!) o~°E~~SCE.,,q~,~ ~ Y ' ~ 1CG m~~
U~V~Va2 ~,r?~ESSI~NG s~'cj'ia.nJ
.~ ~.~
~~'
~cr-I T
~y P~
,~ / 2
o. QaX y-S
.~~E~--~ ~`~ ~~~/ ~
Ci-egg--~~~-~'~.3~
Z
'~
TOTAL (Also enter on Line 7, Recapitulation) $
[f more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+(10-06)
SCHEDULE N
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Debts of decedent must be reported on Schedule L
ITEM
A. 1 FUNERAL EXPENSES: / ~ ^ S C~,6 ~~ I~C~ ~JSJ~
/~.A Ted F,/Z (.w, YJ
-AVER C,<E/y1A~~,/ S'C2v~c~
PENJ.J$~~ vA~~/-~~ 1.,~ C .
~I d d SCEs T w ..../ !?~/~
/JAS-R.,S- Q z~~2~, ~f~ / ~~ ~ a ~
~'~-~s~d~~~o- ~2-z~~
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) _~__. _
Sireel Address
City State
Year(s) Commission Paid:
2. .Attorney Fees ~h
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant _..~~____ _.
Street Address
City State _
Relationship of Claimant to Decedent
4. Probate Fees ~ IA/)
5. Accountant's Fees /~ ~ /A
6. Tax Return Preparer's Fe_es!! ~~
7. n ~~
~ ~`Z~2SS.oD
C%~c ~ L A.r) I
~~~~~
Zip
Zip
TOTAL (Also enter on line 9, Recapitulation) I $
(If mare space is needed, insen additional sheets of the same size)
REV-1512 EX~ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
OF .-. .. z FILE NUMBER
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical exnencor
pr more space Is neetleq insert atlditional sheets of the same size)
REV-1513 EX+ (11-08)
pennsylvania
~i7 OEPARTMENTOFREVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE ]
BENEFICIARIES
ESTATE OF ~ FILE NUMBER
~r ~P/a l /) / . /-,I r~ Mai ~ / ~a ~ ~ _ n n~ ~7
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not List Trustee(s) v AMOUNT OR SHARE
OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 2116 (a) (1.2).]
W)/~~
vv
JoSEPN~.~~ /YI , /~FCS9Arl C/o
CexE~~7~~ r AS ~~~'~ i~
~.,.i>~~ P /aEtr~~~ ~,o~eRs wt~
~ ~ ! ,S' ~',.1~'~/Z Gig E ~-,aa~ o.~- 3iv~ 2~
/,IJ,y~S~z.o2G~ ~./-~ /~~~0-z~4' ~~9~' ~~~e
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
1. ~~
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. ~~
TOTAL OF PART II.- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ¢
tr more space is neetletl, insert additional sheets of the same size.
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No. 2012- 00392 PA No. 21- 12- 0392
Estate Of: GERALD L HELMAN
/Firs!. Middle, Gastl
Late Of: EASTPENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 213-26-5106
WHEREAS, on the 2nd day of April 2012 an instrument dated
August 31st 2004 was admitted to probate as the la:;t will of
GERALD L HELMAN
/First, Middle, Lastl
late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County,
who died on the 11th day of March 2012 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBA UGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
DANIEL P HELMAN
who has duly qualified as EXECUTOR(R/X1
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 2nd day of Apri12012
J~
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
r
i
N
sound and disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
LAST WILL AND TESTAMENT ~,,
~ ,,:.
OF ~~ j ', :~
~. ~,
~~ ~ ~., :;
GERALD L. HELMAN pCrix ,~, ' ~ F=
:~cr;, .~ -~~
I, GERALD L. HELMAN, of Enola, Cumberland County, Penns~wania, being ` o
T
FIRST
I direct the payment of my just debts and the expenses of my last illness
funeral from my estate as soon after my death as conveniently may be done.
Further, I direct that my body be cremated and that my remains be disposed
as my personal representative shall deem appropriate.
SECOND
I give, devise and bequeath all the rest, residue and remainder of my estate
my beloved wife, JOSEPHINE M. HELMAN, absolutely and in fee simple 'rf she surviv
me by thirty (30) days.
THIRD
In the event that my wife, JOSEPHINE M. HELMAN, fails to survive me by
SAIDIS
SHUFF, FLOWER
& LINDSAY
ATTONNEI'SAT•L1 W
2109 Markel Slreel
Camp Hill, PA
(30) days, then I give, devise and bequeath all the rest, residue and remainder of
estate, as follows:
(A) One half (1/2) to my son, DANIEL P. HELMAN, or his issue, per stirpes.
(B) One half (1/2) to DANIEL P. HELMAN, IN TRUST, NEVERTHELESS,
the benefit of my son, JAMES W. HELMAN, upon the following terms and conditions:
i
~~
(i) To hold, manage, invest and reinvest the principal so received, a
accumulation of income thereon, and to use, pay and apply the income a
principal or so much thereof as in Trustee's sole discretion may be necessary
the health, maintenance and support of my son, JAMES W. HELMAN. T
payments authorized by this trust shall be made by my trustee directly to s.
JAMES W. HELMAN, provided that, in the sole opinion of my trustee, he sh
have the ability to handle properly the funds so paid, or may be made directly
any person, entity or institution entitled to such payment by reason of servic
rendered or to be rendered to said JAMES W. HELMAN.
(ii) The amount to be paid to or for the benefit of JAMES W.
shall be determined from time to time by his needs, and the times of
payments shall be determined by such needs, provided that payments be m.
at least monthly.
(iii) All payments of principal and income hereby given shall be t
from anticipation, assignment, pledge or obligations of the beneficiary, and s
not be subject to any execution or attachment.
(iv) All principal and accumulated income not so applied during
lifetime of JAMES W. HELMAN, shall be distributed according to the terms of
Will, or, in the absence of a Will, according to the intestate laws of
SAIDIS
SHUF$ FLOWER
& LINDSAY
ATNRNEVS•AT•IAW
2109 Markel Street
Camp Hill, PA
Commonwealth.
FOURTH
I direct that any and all inheritance, estate, and transfer taxes imposed upon
estate passing under this Will or otherwise shall be paid out of the principal of
residuary estate.
z
r-
J
SAIDIS
SHUFF, FLOWER
& LINDSAY
nrroaHevs•nr•uw
2109 Market Street
CamO Hill, PA
FIFTH
In addition to the powers conferred by law, I authorize any personal
representative, trustee or guardian acting under this instrument, in his/her absolute
discretion:
(a) To retain in the form received, or to sell either at public or private
sale any real or personal property;
(b) To exercise any options to subscribe for stocks, bonds, or other
investments.
(c) To join in any plan of lease, mortgage, consolidation, exchange,
reorganization or foreclosure of any corporation in which my estate or any trust
may hold stocks, bonds or other securities;
(d) To sell, transfer, convey, mortgage, pledge, lease or exchange any
property, real or personal, which at any time may form part of my estate, for the
payment of debts or taxes, or for any purpose of administration or distribution, for
such prices and upon such terms as they, in their sole discretion, may deem
wise, and to execute and deliver deeds of conveyance or transfer thereof;
(e) To make settlements and compromises on such terms as they, in
their sole discretion may deem wise without the necessity of obtaining any court
approval thereof;
(f) To make distribution hereunder either in cash or kind, as they, in
their discretion may deem wise;
(g) To terminate any trust created hereunder, and pay the residue out-
right to the beneficiary, when my Trustee determines, in his discretion, that the
3
size of the trust has so diminished as to make its continued administration in trusf.
SAIDIS
SHUFF, FLOWER
& LINDSAY
Al'IDNNEYS•AT•LA W
2107 Markel Slreel
Camp Hill, PA
impracticable.
SIXTH
In the event that my Trustee hereinabove named shall be unable to continue to'
act as trustee by reason of his death or incapacity, I nominate my daughter-in-law„
Debra Helman, to serve as successor trustee.
SEVENTH
I do hereby nominate, constitute and appoint my wife, JOSEPHINE M. HELMAN,
to act as Executrix of this my Last Will and Testament. Provided, however, that 'rf she
unwilling or unable to act as Executrix, I direct the duties of Alternate Executor be
performed by my son, DANIEL P. HELMAN.
EIGHTH
I direct that no personal representative, guardian, trustee or other fid
appointed under this instrument shall be required to give bond for the
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, GERALD L. HELMAN, have hereunto set my hand
and seal to this my Last Will and Testament, consisting of four (4) typewritten pages,
the fist three (3) of which bear my signature in the margin for identification, this
_~~ day of ~`"~, 2004.
~~ ~ ~
GERALD L. HELMAN, Testator
4
Signed, sealed, published and declared by the above-named Testator, GERA
L. HELMAN, as and for his Last Will and Testament in the presence of us, who ha
hereunto subscribed our names at his request as witnesses thereto, in the presence
said Testator and of each other.
ADDRESS 2i 9 ~! N~ I~ s{-
SAIDIS
SHUFF, FLOWER
& LINDSAY
ATTORNEYS•AT•LAW
2109 Marke[ Slreel
Camp Hill, PA
~~ ~ DDRESS
~'~ /-~. P/-~-
~9 ~i~,l -~ ~~~
-~-,-.r
L. HELMAN,
COMMOWWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND •
WE, GERALD L. HELMAN, •Titengs,E. Fc.owc-,'L and G~~Jp / ~/l/~jrr~r~,G~t}rE
Testator and witnesses, respectively whose names are signed to the foregoing of
attached instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as his Last Will and
Testament and that he signed willingly and that he executed as his free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the presence
and hearing of the Testator signed the Will as witness and that to the best of their
knowledge the Testator was at the time 18 or more years of age, of sound mind and
under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by GERALD
testator, and subscribed and ~ worn or affirmed to
(~/.yyf 'r ~ and ~ --witneee~~~ssses, this
s , 2004. / ~~ j
letose~e
~~ day
u ~--
~u~
or~e.,r~ V ~)
a-i!o D~ a.
~c=ci~vf v-
v! ui ~i x •-~yo
~ r '~
e ^'
~.
~ ,
:~ N
M '~ ~
4i
~~
1
1 ~~,
j
~ ~
~~~~ ~
~- ul
-~~ 1~
-~~
O
_.___. ~,
o
0
0
~~
o
~..~.~ 'n
.~~ r
N
~~~ .~
0
rv
J
V
I V
V
V ~+^y
^~ V
~\~
t
v
~~
l~
~ (~ ~
dd OJ ~~Vd Id~diNfl3
iy~1C~~ S,N~IadaO
~0 i{~31~
~;~ ~ , ~~ n.' -, ~
.~t7 ~~'~v U3Ut!(XX~JJy
,. ,~ .
(.. 1
~~
` V )
\^~`
\`
W
I~
v
~~1
~1
U