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HomeMy WebLinkAbout07-30-12 1,50561,1,1,88 .~..; REV-1500 EX (02-11J(Fp '~ Pennsylvania OFFICIAL USE ONLY PA Department of Revenue "''"""'t 0`°""` County Code Year File Number Bureau of Individual Taxes o B INHERITANCE TAX RETURN 21 12 0569 P ox zsosol Harrisburg, PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 04 07 201,2 LO 01, 1922 Decedent's Last Name Suffix Decedent's Rrst Name MI Helman Harold W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Frsi Name MI 'rieiman Loretta S Spouse's Social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 1,63 22 2395 REGISTER OF WILLS FILL 1N APPROPRIATE OVALS BELOW ~ 1. Original Return D 2. Supplemental Return (~ 3. Remainder Return (Date of Death D 4. Limited Estate t, ~ 6. Decedent Died Testate (Attach Copy of Will) (~ 9. Litigation Proceeds Received Q 4a. Future Interest Compromise (date of death after 12-12-82) l~ 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10: Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) Prior to 12-13-82) O 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes O t 1. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telephone Number John A• Feichtel, Esquire rL7 6108173 R EGISTEP~F j.LS USED I~LY ~...~ ~ ~ t1J --p f1`1 ~ . ~ C.- 1""" . ~ .`....~ `t _ r ~ ~ _ _ Frst Line of Address _ Saidis, Sullivan & Rogers ~'~ - -; Second Line of Address ~ C7~ - Z; -~ '~' r, -'~-'' 655 North 12th Street, Suite 400 . D ~ Pj ~-~ r i '~ '~ O " City or Post Office State ZIP Cnrte _ DATE FILED T't Lemoyne PA 1,7045 Correspondent's a-mail address: jfelChtei@SSf-BttOfneyS.COm Under penalties ofi perjury declare thatl have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tr cor ctand o p te. Declaration of the preparar other than personal representative is based on all information of whichpreparer has any knowled ge. SI ATU NSIBLE FOR FILING RETURN DATE Lemoyne, PA 17043 i PLEASE USE ORIGINAL FORM ONLY Side 1 1,50561,1,188 1,50561,1,1,88 Estate of Harold W. Helman Social Security Number: 187-16-6956 Date of Death: 04/07/2012 Attachment to Rev-1500 -Inheritance Tax Return Although Decedent died testate, his will was not probated, and there are no probate assets. 1505611288 Rev-1500 EX (FI) Decedent's Social Security Number Decedent's Name: H a r 01 d W H e l m a n RECAPITULATION 0.00 1. Real Estate (Schedule A) ......................................... 1. ~ • ~ ~ 2. .................................... Stocks and Bonds (Schedule B) 2• ~ • ~ ~ 3. Closel Held Corporation, Partnershi or Sole-Pro rietorshi Schedule C Y P P P( )•••••• 3. ~ • ~ ~ 4. ......................... Mortgages and Notes Receivable (Schedule D) 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. ~ • ~ ~ 2 9 4 , 2 3 7 • 11 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... • • 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 8 , 018 • 9 6 (Schedule G) O Separate Billing Requested • • • • • • 7. 302,256.07 8. Total Gross Assets (total Lines 1 through 7)...... • • • • • • • • • • • • $ ~ • ~ ~ 9. Funeral Expenses and Administrative Costs (Schedule H) ... • • • • • • • • • • • • • • • 9. 0.00 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. ~ 11. Total Deductions (total Lines 9 and 10) • • • • • • • • • • • • • • • • • • • • • ~ • • • • • • • • 11. 302,256.07 12. . Net Value of Estate (Line 8 minus Line 11) ...... • • • • • • • • • • • • • 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~ • ~~ an election to tax has not been made(Schedule ))••••••••••••••••••••••• 13 3 0 2 , 2 5 6 • 0 7 14. ....................... Net Value Subject to Tax (Line 12 minus Line 13) 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 8, 4 9 8. 15 15 0. 0 0 (a)(1.2) x .o0 • 16. Amount of Line 14 taxable 2 9 3, 7 5 7. 9 2 1 s 13 , 219 • 11 at lineal rate X .045 . 17. Amount of Line 14 taxable 0 • 0 0 at sibling rate X .12 17• 18. Amount of Line 14 taxable 0 • 0 ~ 0 • 0 0 at collateral rate X .15 18. 13 , 219 • 11 19. .................................................... TAX DUE 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505611288 1505611288 J Rev-1500 EX (FI) Page 3 rlenerlen+~~ ~`nmrJntn Arlrlrnec• Flle Number 21 12 0569 DECEDENTS NAME• Harold W. Helman STREET ADDRESS 402 Gale Street CITY Mechanicsbur STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1) 13,219.11 12,558.16 660.95 Total Credits (A + B) (2) 13,219.11 (3) 0.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Llne 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) (s) 0.00 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 transferred .....•••••••••••••••••••••••••••••••• ^ b. retain the right to designate who shall use the property transferred or its income ... • . • • • • • • • • • • • ^ c. retainareversionaryinterest ....•..•••••••••••••••••••••••••••••••••••••••••••• ^ d. receive the promise for life of either payments, benefits or care? • • • • • • • • • • • • • • • • • • • • • • • • • • • ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? •.•.••••••••••••••••••••••••••••••••••• ^ 3. Did decedent own an "intrust fog" or payable-upon-death bank account or security at his or her death? .. © ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which containsabeneficiarydesignation? .•.•••••••••••••••••••••••••••••••••••••••••• ^ 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. Sect. 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. Sect. 9116(a)(1.1)(ii)]. The statue 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 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. Sect. 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. Sect. 9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. Sect. 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. REV-1509 EX+(01-10) ~i~, pennsylvania INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Harold W. Helman 21 12 0569 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. See schedule attached e C. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY. INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING NUMBER. ATTACH DEED FORJOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASS ET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTSINTEREST 1 B 2/22/22 Metro Bank Checking Account 513408765 6,598.51 50.000 3,299.26 owned jointly with Decedent's son, Richard H. Helman Total value $6,598.51 Per 5/9/12 letter 2 AB 9/23/86 PNC Bank Checking Account 5140243445 joint 20,772.14 33.333 6,924.04 with Decedent's sons, Richard H. Helman and David W. Helman $20,770.98 plus $1.16 accrued interest Per 5/22/12 letter 3 AB 07/23/96 PNC Bank Savings Account 5000627404 joint 157,489.05 33.333 52,496.30 with Decedent's sons, Richard H. Helman and David W. Helman $157,461.99 plus $27.06 accrued interest Per 5/22/12 letter 4 CD 02/06/81 Sovereign Bank Savings Account 0471703702 50,988.96 33.333 16,996.30 owned jointly with Decedent's wife, Loretta S. Helman, and Loretta's daughter, Susan M. Ridge Total value $50,988.96 Per 5/22/12 letter 5 B 1991-94 US Savings Bonds owned jointly with 22,825.20 50.000 11,412.60 Total from continuation Schedule(s) 203,108.61 TOTAL (Also enter on Line 6, Recapitulation) 294,237.11 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Harold W. Helman Schedule F -Jointly-Owned Property The surviving cotenants are as follows: A. David W. Helman Son 1899 335th Street Salem, IA 52649 B. Richard H. Helman Son 50 Cozy Retreat Martinsburg, WV 25404 C. Loretta S. Helman Surviving spouse 402 Gale Street Mechanicsburg, PA 17055 D. Susan M. Ridge Step-daughter 59 Tanglewood Drive Glen Ellyn, IL 60137 E. Christopher Helman Grandson 113 Homewood Road Linthicum Heights, MD 21090 F. Timothy Helman Grandson 168 Caledonia Drive Martinsburg, WV 25405 G. Barbara Helman Granddaughter 1900 N. Bayshore Drive #4405 Miami, FL 33132 21 12 0569 Estate of: Harold W. Helman Schedule F -Jointly-Owned Property Page 3 21 12 0569 Letter Date % of Date of Death Item for Joint Made Date of Death Decd's Value of Num. Tenant Joint Description of Property Value of Asset Interest Decedent's Interest 5 Decedent's son, Richard Helman $8,500 plus $14,325.50 accrued interest See attached chart. 6 A 1991-94 US Savings Bonds owned jointly with 31,152.00 50.0000 15,576.00 Decedent's son, David Helman $12,500 plus $18,652 accrued interest See attached chart. 7 E 1990 US Savings Bond Joint with Decedent's 1,510.40 50.0000 755.20 grandson, Christopher Helman $500 plus $1,010.40 accrued interest Per Chart 8 F 1988 US Savings Bond joint with Decedent's 163.52 50.0000 81.76 grandson, Timothy Helman $50 plus $113.52 accrued interest Per chart 9 G 1990 US Savings Bond joint with Decedent's 3,020.80 50.0000 1,510.40 granddaughter, Barbara Helman $1,000 plus $2,020.80 accrued interest Per chart 10 A 07/18/01 PNC Bank CD Account 31500214385 joint with 7,152.32 50.0000 3,576.16 Decedent's son, David W. Helman $7,150.06 plus $2.26 accrued interest Per 5/22/12 letter 11 A 05/11/04 PNC Bank CD Account 31400240568 owned 39,754.82 50.0000 19,877.41 jointly with Decedent's son, David W. Helman $39,724.49 plus $30.33 accrued interest Per 5/22/12 letter 12 A 06/14/04 PNC Bank CD Account 31200241379 joint with 38,269.55 50.0000 19,134.78 Decedent's son, David W. Helman $38,267.56 plus $1.99 accrued interest Per 5/22/12 letter 13 B 07/18/01 PNC Bank CD Account 31300215329 owned 7,152.32 50.0000 3,576.16 jointly with Decedent's son, Richard Helman $7,150.06 plus $2.26 accrued interest Per 5/22/12 letter 14 B 06/14/04 PNC Bank CD Account 31500240906 joint with 38,269.55 50.0000 19,134.78 Decedent's son, Richard H. Helman TOTAL. (Carry forward to main schedule) ...... 83,222.65 Estate of: Harold W. Helman Schedule F -Jointly-Owned Property Page 4 21 12 0569 Letter Date % of Date of Death Item for Joint Made Date of Death Decd's Value of Num. Tenant Joint Description of Property Value of Asset Interest Decedent's Interest 14 $38,267.56 plus $1.99 accrued interest Per 5/22/12 letter 15 B 10/11/05 PNC Bank CD Account 31800274738 joint with 39,754.64 50.0000 19,877.32 Decedent's son, Richard H. Helman $39,724.31 plus $30.33 accrued interest Per 5/22/12 letter 16 B 04/02/12 PNC Bank CD Account 31300362592 joint with 200,017.28 50.0000 100,008.64 Decedent's son, Richard H. Helman $200,000 plus $17.28 accrued interest Per 5/22/12 letter The funds to establish this account on 4/2/12 came from PNC Bank checking account 5140243445 owned jointly between Decedent and his sons David W. Helman and Richard H. Helman which was established 9/23/1986 See attached. TOTAL. (Carry forward to main schedule) ...... 119,885.96 REV-tsio Ex+(oa-oe) ~~ Pennsylvania UV' FnN ~ Mc N ~ Ot RCrY? N5f INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Harold W. Helman 21 12 0569 This schedule must be completed and filed if the answer to any of questions ~ through 4 on page three of the REV-1500 is yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAMEOFTRANSFEREE, RELATIONSHIPTO DECEDENT& DATEOFTRANSFER. ATTACH COPYOFDEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IFAPPLICABLE) __ TAXABLE VALUE 1 US Savings Bond POD to Decedent's 1,452.00 100 1,452.00 grandson, Timothy Helman $500 plus $952 accrued interest 2 US Savings Bond POD to Decedent's 1,532.16 100 1,532.16 grandson, Christopher Helman $525 plus $1007.16 accrued interest 3 US Savings Bond POD to Decedent's 1,452.00 100 1,452.00 granddaughter, Sarah Helman $500 plus $952 accrued interest 4 US Savings Bonds POD to Decedent's 3,582.80 100 3,582.80 granddaughter, Barbara Helman $1,000 plus $2,582.80 accrued interest TOTAL (Also enter on Line 7, Recapitulation) I 8,018.96 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+(01-10) r~ Pennsylvania SCHEDULE J 1~4 PAR7!9r 4 tilt K#; Y`i.Nijt~. INHERITANCETAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Harold W. Helman 21 12 0569 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustees OF ESTATE z TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2).] See schedule attached ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15THROUGH 180E REV-1500 COVER SH EET, AS APPROPRIATE. TI NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 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, use additional sheets of paper of the same size. Estate of: Harold W. Helman Schedule J, Part I -Taxable Distributions Num. Name and Address of Person(s) Receiving Property Relationship to Decedent David W. Helman Son 1899 335th Street Salem, IA 52649 Richard H. Helman Son 50 Cozy Retreat Martinsburg, WV 25404 Loretta S. Helman Surviving spouse 402 Gale Street Mechanicsburg, PA 17055 Susan M. Ridge Step-daughter 59 Tanglewood Drive Glen Ellyn, IL 60137 Christopher Helman Grandson 113 Homewood Road Linthicum Heights, MD 21090 Timothy Helman Grandson 168 Caledonia Drive Martinsburg, WV 25405 Barbara Helman Granddaughter 1900 N. Bayshore Drive #4405 Miami, FL 33132 Sarah Helman Breseman Granddaughter 2012 Culpepper Drive Brandon, FL 33511 Page 2 21 12 0569 Amount or Share of Estate 87,874.52 187,018.93 8,498.15 8,498.15 2,287.36 1,533.76 5,093.20 1,452.00 LAST WILL AND TESTAMENT OF HAROLD W. HELMAN I, HAROLD W. HELMAN of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any Will previously made by me. I. I direct the payment of all my just debts and funeral expenses out of my estate as soon as maybe practical after my death. II. I direct that I be buried in a lot which I own in Fairview Cemetery, Loganton, Pennsylvania. III. I bequeath all of my tangible personal property, not including cash and securities in accordance with a written list made by me during my life. In the absence of a list or designation on that list, my Executors, hereinafter named, shall distribute my tangible personal property among my wife, my children, and my grandchildren as they in their discretion shall determine. I hereby ratify and confirm my written instruction dated January 22, 1997, confirmed November 20, 2009, until such tune as I may change said instructions. IV. I devise and bequeath all. the rest, residue and remainder of my estate of SAIDIS, FLOWER ~ LINDSAY KIIbRM1F,I'S•ATIAR' 2109 Market Streer Camp HiII, PA whatever nature and wherever situate as follows: A. One-third of said residue shall be paid to my son, David W. Helman, or if he is deceased, to his issue per stirpes. ~~ .~, ~~ B. One-third of said residue shall. be paid to my son, Richard H. Helman, or if he is deceased, to his issue per stirpes. C. One-third of said residue shall be paid to my wife, Loretta S. Helman, or if she is deceased, said share, shall be paid to my grandchildren, Timothy, Sarah, Christopher and Barbara, in equal shares. V. I appoint my sons, David E. Helman and Richard H. Helman, Co-Executors of this, my Last Will and Testament. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. ~_ IN WITNESS WIIEREOF, I have hereunto set my hand and seal on this, the 1~ day of ~~~ ~,,,%~`- , 2010. a' ~~yi ;' ~~`s ~~..~'~c~~~"' (SEAL) Harold W. Heiman SAIDIS, FLOWER ~ LINDSAY rcrruarvr_vsnra.aw 109 I~~arlcei Street Camp Hill, PA Signed, sealed, published and declared by HAROLD W. HELMAN, the Testatrix herein named, on this and one (1) other sheet of paper, as and for his Last Will and Testament, in our presence, who, in his presence, at her request, and in the presence of each. other, have hereunto subscribed our names as attesting witnesses. 1 ~~• ~ ' Name Address ~~C%~~~-'~_~'~~ J~~2t~x~-~. ~0 ~ z t2c~7`~^c~c~T N~a r-f ~S~ yJ U 2~ `~Ci `~ Name Address -2- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :ss. WE, the undersigned, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as his Last Will and Testament and that he signed willingly (or willingly directed another to sign for him), and that he executed it as his free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. d~~~ / ' HAR~~,D ,: ,:% >>~~~ %~~~~.~ W. HELMAN, Testator ~G~ ~. Witness Witness Subscribed, sworn to and acknowledged before me by~the Testator, and subscribed and sworn to before me by both witnesses, this !~ day of t~~~. ,~ _, 2010 IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~' Notary Public J / , sArois, IrIAWER ~ LINDSAY ATfnRNEYti•Ar•L111' Z I U9 Market Street Came Hi11. PA COMMONWEALTH OF PENN3YLVANIP+ Notarial Seal Jo Ann Seker, Notary Public Camp Hill Boro, Cumberland County My Commission Erpirea Jung 30, 201 ~ Member, Pennsylvania Assoaation of Notaries -3- COM MONWEA~?E1 OF- PENNSYLVANIA REV-1162 EX11 i-96) DEPARTMEN? O`r REVENUE BUREAU OF INDIVIDUA~TAXES DEPT. 28060 ~. HARRISBURG-, Pk 1 7 1 28-0601 PENNSI'LVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 6210 DAVID W HELMAN 635 NORTH 12TH ST SUITE 400 LEMOYNE, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER ---------- -------- ------- laid ESTATE INFORMATION: FILE NUMBER: 2112-0569 DECEDENT NAME: HELMAN HAROLD W DATE OF PAYMENT: 07/05/2012 POSTMARK DATE: 07/03/2012 COUNTY: CUMBERLAND DATE OF DEATH: 04/07/2012 REMARKS: RECEIPT TO ATTY SEAL CHECI<# 41 670 101 ~ $12,558.16 TOTAL AMOUNT PAID: 512,558.16 INITIALS: HMW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAI'ER Memo BANK May 9, 2012 Saidis, Sullivan & Rogers 635 N 12th St Ste 400 Lemoyne Pa 17043 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com RE: Estate of: Harold W Helman Tax Identification Number: 187-16-6956 Date of Death: April 7, 2012 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 513408765 Date Opened: February 22, 2002 Date Closed: April 13, 2012 Primary Owner: Harold W Helman Secondary Owner: Richard H Helman Date of Death Balance: $6598.51 Please feel free to contact me at (717) 412-6126 if I may be of further assistance. S~ erely,, ~''II~II,, ~ '~~. Pamela L hty Savings/CIF Associate Metro Bank iric.y. «. ~~:[ .Liniv ie~, ~hn'n L-ICL-~'-~ I L. L ~ i ~~ t~AD IN+G THE 1MAY May 22, 2012 Law Office of Saidis Sullivan 635 North 12~' St Ste 400 Lemoyne, PA 17043 RE: Harold W Helman SSN: 187-16-696 DOD: 04-07-2012 Dear Sir/Madam: In response to your request for Date of Death (DOD) balances for the customer noted above; our records show the followzn~: Certificate of Deposit Account # 31500180786 Established: 03-15-2000 LORETTA S HELMAIV HAROLD W HELMAN DOD balance; $ 14,435.b3 + 9.44 accrued interest Account # 31100214733 Established: 07-13-2001 LORETTA S HELMAN HAROLD 'W HELMAN DOD balance: $ 11,928.16 + 8.45 accrued interest Account # 31600218169 Established: D8-29-2001 LORETTA S HELMAN HAROLD W HELMAN DOD balance: $ 4,264.74 + 0.10 accrued interest Account # 31200276241 Established: 10-17-2005 LORETTA S HELMAN HAROLD W HELMAN DOD balance: $ 39,009.79 + 23.40 accrued interest 1lccount # 31500214385 Established: 07-18-2001 I-IA.ROLD W HELMAN DAVID W HELMAN DOD balance: $ 7,150.06 + 2.26 accrued interest Page 1 of 3 ivic-S'• LL~ Ll' L > ~ L Ir111` "!Vv DrilR~ ~ L-!~~L -i ~~G. ~~ ~ I ~, L .. Account ~ 31400240568 HAROLD W HELMAN DAVID W HELMAN DOD balance: $ 39,724,49 + 30.33 accrued interest Account # 31200241379 HAROLD W HELMAN DAVID W HELMAN DOD balance: $ 38,267.56 + 1.99 accrued interest Account ~ 31300213329 HAROLD W H-EL1Vi,AN RICHARD HELMAN DOD balance: $ 7,150.06- 2.26 accrued interest Account # 31500240906 HAROLD W HELMAN .RICHARD H HELMAN DOD balance: $ 38,267.6 + 1.99 accrued interest Account ~ 31800274738 HAROLD W HELMAN RICHARD H HELMAN DOD balance: $ 39,724.31 + 30.33 accrued interest Account ~ 31300362592 HAROLD W HELMAN RICHARD H HELMAN' DOD balance: $ 200,000.00 + 17.28 accrued interest Account # 3I80021258~ HAROLD W HELMAN ITF LORETTA HELMAN DOD balance: $ 20,872.64 + 0.12 accrued interest Checking Account Account ~ S 140243445 HAROLD W FIELMAN RICHARD H HELMAN DAVID W HELMAN DOD balance: $ 20,770.98 + 1.16 accrued interest Established: OS-l l -2004 Established: 6-14-2004 Established: D7-18-2001 Established: 06-14-2004 Established; 10-11-2005 Established: 04-02-2012 Established: 07-U6-2001 Established: 09-23 -1986 Page 2 ~f ~ w,c.%~ LL. Ll [ I:LIHIV `I~!'~ ~AI1'K '- L-I;;L-. '~i';, Savings Account Account # 5000627404 HAROLD Vv HELMAN RICHARD H HELIvLAN DAVID W HELMAN DOD balance: ~ 157,461.99 T 27.06 accrued interest II: C, ~~ J I ~ Established: 07-23-1996 Please note that this office provides date of death balances for deposit accounts (YRAs, CDs, Checking and Savings). We do not process any financial transactions of provide statements. If you need assistance with any of these i.tezns, please call 1-888-PNC-BANK (1-885-762-2265) or stop by youz local PNC Earl: branch off ce. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC This message is intended for the use of the individual or entity to which it zs addressed and may contain information that is privileged, conftdential and exempe from disclosure under applicable law, If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you ure hereby notifted that any dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document. Pa~!e ~ of Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Harold W Helman 187-16-6956 April 7, 2012 Account #: 0471703702 Type Savings In the name of: Loretta S Helman or Harold W Helman or Susan M Date of Death Balance: $50,988.96 Int.(YTD) from 1/1/2012 to 4/6/2012 Accrued interest to date of death: $0.00 Other Info: Account #: 1681704919 Type: Premier Checking Open date In the name of: Harold W Helman or Loretta S Helman Date of Death Balance: Int.(YTD) from 1/1/2012 Accrued interest to date of death: Other info: 4/15/1997 $759.01 to 4/7/2012 $0.00 Open date: 2/6/1981 ge $40.73 $0.04 Account #: 1681731339 Type: Money Market Savings Open date: 5/l 2/2003 In the name of: Harold W Helman or Loretta S Helman Date of Death Balance $48,285.56 Int.(YTD) from 1/1/2012 to 3/30/2012 $36.00 Accrued interest to date of death: 3.16 Other Info: Closed 4/13/12 Account #: 1681731762 Type: Money Market Savings Open date In the name of: Loretta S Helman or Harold W Helman Date of Death Balance: Int.(YTD) from 1/1/2012 Accrued interest to date of death: Other Info: Closed 4/13/12 $2.48 $28.28 Account #: 1685211565 Type: CD In the name of: Loretta S Helman or Harold W Helman Date of Death Balance: $32,422.69 Int.(YTD) from 1/1/2012 to 3/31/2012 Accrued interest to date of death: $4.39 Otherlnfo: Closed 5/9/12 $37,932.76 to 3/30/2012 Open date: 9/26/1995 $44.43 Page 1 of 3 Sovereign Bank ESTATE OF Harold VJ Helman SOCIAL SECURITY #: 187-16-6956 DATE OF DEATH: April 7, 2012 Account #: 1685369447 Type: CD In the name of: Loretta S Helman or Harold W Helman Date of Death Balance: $34,982.25 Int.(YTD} from 1/1/2012 to 3/31/2012 Accrued interest to date of death: $5.18 Otherlnfo: Closed 5/9/12 Account #: 1685496117 Type: CD In the name of: Loretta S Helman or Harold W Helman llate of Death Balance: $7,144.61 Int.(YTD) from 1/1/2012 to 3/31/2012 Accrued interest to date of death: $0.97 Other Info: Closed 5/91/2 Account #: 1685540419 Type: Cll In the name of: Loretta S Helman or Harold W Helman Date of Death Balance: $18,060.12 Int.(YTD) from 1/1/2012 to 3/31/2012 Accrued interest to date of death: $2.23 Otherlnfo: Account #: 1685540773 Type: CD In the name of: Loretta S Helman or Harold W Helman Date of Death Balance: $4,556.10 Int.(YTD) from 1/1/2012 to 3/31/2012 Accrued interest to date of death: $0.62 Otherlnfo: Closed 5/91/2 Account #: 1685542001 Type: CD In the name of: Loretta S Helman or Harold W Helman Open date: 12/6/2006 Date of Dea $24,838.24 Int.(YTD) from 1 /1/2012 to 3/31 /2012 Accrued interest to date of death: $3.37 Otherlnfo: Closed 5/91/2 Open date: 10/3/2002 $52.29 Open date: 6/30/2004 $9.79 Open date: 1/19/2006 . $22.50 Open date: 4/21/2006 $6.24 $34.03 Page 2 of 3 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Harold S Heiman 187-16-6956 April 7, 2012 Account #: 1688546549 Type: CD In the name of: Loretta S Heiman or Harold W I4elman Date of Death Balance: $10,645.05 Int.(YTD) from 1;1/2012 to 3/31/2012 Accrued interest to date of death: $1.31 Other Info: Closed 5/9/12 Open date: 11/5/2008 $13.26 Page 3 of 3 Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2012 Page 1 of 1 ~- ~~ .~ y 1 6 4 ~' \n ~~ N ~ ti ~"c~ta~ Pr`sce "Cwtal V;~(c~e 3'~rt~9 Interest Y°I0 Interest $8,500.00 $22,825.20 $14,325.20 $435.20 Bonds: 1-5 of 5 5ers~l ~ I~--sue Newt 5eries E~~nrrrs Eina} l~sc~e Interest Interest ~Pa{ue Nate Elite l~~crat~~ M~ts~rit~ ricer Fete V2257761EE EE $5,000 07/1991 07/2012 07/2021 $2,500.00 $4,618.00 4.00% $7,118.00 V2350667EE EE $5,000 08/1992 08/2012 08/2022 $2,500.00 $4,340.00 4.00% $6,840.00 V2366079EE EE $5,000 10/1992 10/2012 10/2022 $2,500.00 $4,340.00 4.00% $6,840.00 M63473128EE EE $1,000 06/1994 05/2012 06/Z024 $500.00 $513.60 4.00% $1,013.60 M63473129EE EE $1,000 06/1994 05/2012 06/2024 $500.00 $513.60 4.00% $1,013.60 Totals for 5 Bonds $8,500.00 $14,325.20 $22,825.20 Notes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice 6/7/20 ] 2 Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Page 1 of 1 2 ~; r' ., t Calculator Results for Redemption Date 04/2012 ~°cata9 i~rice "f"oTai ita6ue Tatai Intes"est Y'I'D Interest $12,500.00 $31,152.00 $18,652.00 _ _ $544.00___ Bonds: 1-5 of 5 Sena! ~ Series Den~rt~ Issue text El~raf E3ate ecrua! Iatur°ity Issue 6~rire V2257762EE EE $5,000 07/1991 07/2012 07/2021 $2,500.00 V2366078EE EE $5,000 10/1992 10/2012 10/2022 $2,500.00 V2350668EE EE $5,000 08/1992 08/2012 08/2022 $2,500.00 V4704279EE EE $5,000 10/1993 05/2012 10/2023 $2,500.00 V4724012EE EE $5,000 01/1994 05/2012 01/2024 $2,500.00 Totals for 5 Bonds $12,500.00 rtes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest lnteres~ Interest value ~~te $4,618.00 4.00% $7,118.00 $4,340.00 4.00% $6,840.00 $4,340.00 4.00% $6,840.00 $2,702.00 4.00% $5202.00 $2,652.00 4.00% $5152.00 L8,652.00 $31,152.00 ni http://vvww.treasurydirect.gov/BC/SBCPrice 6/7/2012 Calculated Value of Your Paper Savings Bond(s) Page 1 of 1 Calculated Value of Your Paper Savings Bond(s) ~;~~-~-- ,,,,;~ ~~-~ ~~ : ~~~~; ~: t Calculator Results for Redemption Date 04/2012 ~ otal PrS~e Tr~tai Value ~rstaE Intea~est ~''T'C Interest 500.00 1 510.40 $1 010.40 29.60 Bonds: 1-1 of 1 Issue lest Final Issue Interest Serial ~ Series C3erac~sra C3ate ~,e~cr~ca! Maturity ~z°ice lrtterst Efate Value Nat 132644763EE EE $1,000 01/1990 07/2012 01/2020 $500.00 $1,010.40 4.00% $1,510.40 Totals for 1 Bonds $500.00 $1,010.40 $1,510.40 ~J~tes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice 6/7/2012 Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2012 Page 1 of 1 E __~_. otai price ~ot~~ ~1als.~e ~"~stI ntere~t ~"T°i~ serest $50.00 $163.52 $113.52 $3.20 Bonds: 1-1 of 1 lssa~e text Eir~~l sse rsteret Seri! # Series enc~rr~ ate ccr~s~a eta~rit rioe Interest Rite i~'~6~e otE ~131996190EE EE $100 01/1988 07/2012 01/2018 $50.00 $113.52 4.00% $163.52 Totals for 1 Bonds $50.00 $113.52 $163.52 t~te~ NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://www.treasurydireet.gov/BC/SBCPrice 6/7/2012 Calculated Value of Your Paper Savings Bond(s) Page 1 of 1 Calculated Value of Your Paper Savings Bond(s) '~~;?~~- ti~~ ~ .~-~-_` ~~-~ ~~ ~,1 Calculator Results for Redemption Date 04/2012 '3~t~taC Prig ~~t~i i~$~.se ~"c~~ai Irgt~~°~~t 4°~`E) interest $1,000.00 $3,020.80 $2,020.80 $59.20 Bonds: 1-2 of 2 eriat # Series C~enarr~ sine text. Eirsai Cate ~crua8 3~t~trsty lss~~ l~r~~e Inter~~t Interest ~~te ~e~~UE' ~Oti ~132644765EE EE $1,000 01/1990 07/2012 01/2020 $500.00 $1,010.40 4.00% $1,510.40 ~132644780EE EE $1,000 03/1990 09/2012 03/2020 $500.00 $1,010.40 4.00% $1,510.40 Totals for 2 Bonds $1,000.00 $2,020.80 $3,020.80 h~ etas NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice 6/7/2012 ~~ Certificate of Deposit Account Verification PNC Bank National Association HAROLD W HELMAN RICHARD H HELMAN 402 GALE ST MECHANICSBURG PA 17055 Page 1 of 2 Certificate Number 31300362592 Purchase Date 04/02/2012 Maturity Date 05/02/2013 Annual Percentage Yield 0.4520 Renewal Type AUTOMATIC Product Description FIXED RATE CD For Information, Call 1-877-BANK-PNC PNC BAN ~~ Reference Number 3300154114 Purchase Amount $ 200,000.00 Term 13 MONTHS Account used to purchase this certificate: Base Interest Rate Package Points Interest Rate E Bf nk 5140243445 Until ective 0.4020 0.0500 452 05/02/2013 " ' Membi Total PNC Bank For the period 03/14/2012 to 04/12/2072 007340 HAROLD W HELMAN RICHARD H HELMAN DAVID W HELMAN _ 50 COZY RETREAT MARTINSBUR~ WV 25404-0168 natao011Sh~p QY6rY%AW Bank Deposit Accounts Primary account number: 51-40243445 Page 7 of 5 Number of enclosures: 0 _ For 24-hour banking, and transaction or interest rate information, sign onto PNC Bank Online Banking at pnc.com. ~' For customer service call 1-888-PNC-BANK Monday - Friday: 7 AM - 10 PM ET Saturday & Sunday: 8 AM - 5 PM ET Para servicio en espafiol, 1-866-HOLA-PNC MoringT Please contact us at 1-888-PNC-BANK ® Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 ~1 Visit us at pnc.com TDD terminal: 1-800-531-1648 For hearing unpaired clients only Description Interest Checking Premium Money Market Certificate(s) OE Deposit Total Deposits Account Number 51-402¢3445 50-0062-7404 Total of 7 Deposit Balance 20,772.17 157,492.84 191,233.71 369.49R_7~ A....n -- -~-~_~_• _•• vuiine statements today through online banking, and have access to your checking and saving statements for up to 6 e toda b vision the Customer Service Tab in online bankin . Performance Select Y are. Enroll Interest Checking Account Summary Account number. 51-40243445 Overdraft Protection has not been established for this account. Please contact us if you would like to set up this service. dour account is currently Opted-Out of Overdraft Coverage. t o learn more, visit us online at pnc.com~overdraftsoiutions afance Suimmary Beginning balance Deposits and other additions Checks and other Ending 216,999.61 5 472 53 deductions balance , . 201,699.97 20,772.17 Average monthly Charges balance and fees 144,695.20 ansaction Summar .00 y Checks paid/ wtthdrawals Check Card POS signed transactions Check CardJBankcard POS PiN transactions 2 0 Total ATM transactions PNC Bank ATM transactions ~ Other Bank ATM transactions 0 0 0 Harold W Heiman Richard H Heiman David W Holman Tuta.~ Banking Statement p1 For 24hour information, sign onto PNC Bank Online Banking ~ on pnc.com. Account number: 51-4024-3445 _ continued nterest Summary Annual Percentage Number of da s Yield Earned (APYE) In Interest y Average collected period balance for APYE Interest Pald 0.01% this period 30 144,695.20 1.19 4ctivity Detail! For the period 03/14/2012 to 04/72/2012 HAROt_D W HELMAIV Primary account number: 51-40243445 Page z of 5 As of 04/12, a total of $6.28 in (nterest was paid this year. >teposits and Other Additions gate Amount Description 14/02 5,471.34 Direct De sit - Po Xxciv Serv 14/12 US Treasury 312 A 1421243 0 CSA 1.19 Interest Payment :hacks and Substitute Checks :heck umber Date Reference Amount paid number 820.49 04/05 522465967 Gap in check sequence ltnline and pectronic Banking Deductions late Amount Description Ig/19 490.58 Pa 13/20 yrnent,E-Check CheckPayrnt Allstate Ins Co 3404 99.90 Direct Payment -Premiums Cms Medicare 0000 ether Deductions late Amount !4/02.... 200,000.00 ?wily Balance Deta 1 >ate Balance 13/14 216,999.61 13/16 216,710.61 f, n.. ,.. ,.. Description Txf To CDA # 000031300362592 ~- Date Bafance 03/19 216,220.03 Date 03/20 216,120.13 04/02 04/05 Check number 3405 Balance 21,591.47 20, 770.98 There were 2 Deposits and Other Additions totaling 55,472.53 Date Reference Amount paid number 289.00 03/16 086085558 There were 2 checks Listed totaling $1,709A9. There were 2 Online or Electronic Banking Deductions totaling $590A8. There was 1 Other Deduction totaling $200,000.00, Date Balance 04/12 20,772.17 _ _... ~.j~..,u iv [art Saving! open a new free 'S' is for Savings(SM) or Statement Savings account for your child between A rii eward credit when the account grows to $50 by September 30, 2012. Visit your local PNC Bank branch t p 1 and Apri130, 2012, and earn a $10 Qfer a v4ilirbis frsi' uew to hank minor ciiii(1 tiirtuerihz age of i o j whu opens a savings account fro o learn more. lust reach $50 by September 30, 2012 to receive a $10 account credit. The account has no month] balanc m April 1 - 30, 2012, Accounf balance urge until the child reaches a e of 18. Qffer is limited to one account r minor. The $10 reward ma be remium Y e requirement or monthly service Money Market Account Su tax re ortable. xountnumber: 50-0062-7404 mmlery cur account is currently Opted-Out of Overdraft Coverage. Harold W Holman Or learn more, visit us online at nc.co Richard H Holman Or p m/overdraftsolutions David W Holman =lance Sum ra y Beginning balance Deposits and Checks and other other addttlons 99 deductions 157 461 Ending , . 30.85 balance .00 15 7,492.84 Average monthly balance Charges 15 7,463.01 and fees .00 Calculated Value of Your Paper Savings Bond s ~) Page 1 of 1 Calculated Value of Your Paper Savin 9s Bond(s) ~U ~ -~-i,~,~,; ~, , Calculator Results for Redem ~~ ption Date 04/2012 7otai ~ri~e Ttstat atue $500.00 $1 452.00 ~`tatat Interest $952.00 '`~`E"L} Interest $28.40 Bonds: 1-1 of 1 eriad series ;en~r Issue Next t~~te ~in~r I~ue M43004938EE ~cra~ai t4raturst)' :°i~e Interest Interest EE $1,000 04/1991 10/2012 04/2021 '~a9cae ttt ~~tte Totals for 1 Bonds $500.00 $952,00 4.00% $1,452.00 $5--0~~ $952.00 NI Not Issued Notes $1 452.00 NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earning interP~r http://~,~,.treasurydirect.gov/BC/SBCPrice 6/7/? ~ t ~ Calculated Value of Your Paper Savings Bond(s) Page ] of 1 Calculated Value of Your Paper Savin s 9 Bond(s) ~' ;~ r, ~~ ~ , , Calculator Results for Redemption Date 04/201 ~c~tat Pace ~ 525.00 `dotal ~'eltte ~`c~t~! .interest 1 532.16 ~,~-~ Interest $1 007.16 29.98 Bonds: 1-2 of 2 Serial # Series eraarvr Isscze Nexe 35te r ~ir~al Zssr~~ M43004939EE EE $1,000 04/1991 0/2012 04/2021 r~z.e knterest Ynterest L366487534EE EE Rate ~datue $50 10/19$8 10/2012 10/2018 $500.00 $952,00 4.00% $1,452.00 $55.16 ° Totals for 2 Bonds $25.00 4.00 /o $80.16 X25.00 $1,00716 NI Not Issued Notes 1 532.16 NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://W~,~,.treasurydirect.gov/BC/SBCPrice ~/7/~ni ~ Calculated Value of Your Paper Savings Bond(s) Page 1 of 1 Calculated Value of Your Paper Savin s B 9 ond(s) , r , ~. , Calculator Results for Redernpt;on Date 04/2012 1"c~ta9 Prig ~-ot~i Value 1 000.00 3 582.80 ~`cata{ interest 2 582.80 ~~'0 interest 70.40 Bonds: 1-2 of 2 Sena! ~ sri~s £~enorra tissue Next at~* E'in~E iss~~e M4975007EE EE Ac~r'i~ai Maturity Prit~e interest interest M43004940EE EE $1000 01/1984 07/2012 01/2014 Bate 10alue Note $1,000 04/1991 10/2012 04/2021 $500.00 $1,630.80 4.00% $2,130.80 Totals for 2 Bonds 1 000.00 $952.00 4.00% $1,452.00 Notes 2 582.80 NI Not Issued 3 582'80 NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://~,~,~,.treasurydirect.gov/BC/SBCPrice 6/7/2 t ~ N I ~ ~ ' ~ i I i ~ C ~ I ~ ! 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I~l ~ ' ~ ~ ai N; ia 'Ni ~a~ ~ ~ i ~ ~ rv ~ Mlles I ~(n!1'~ N I~-II I iM~Oj~pj'OI ~ I O I ~1~ r-1~01 i ~N ~ i ~, ~ I i i _ I I_ I i I t/1 C~ ~ I i ~ I I ~~ ~ I - I i l ~ ~ ~ ~ l ' i I i i 0 ~ ~ _ w! I L i I ~ i i i '. ~~ fp I C '' ' I I ~ ,' i I ~ ~ i ~ I I I ~ ~~ ~ O i i L i ~ j I i ~ . V ~ ~, ~ I i ~ I ~ ~ ~ ' I ~ A W' y N N ~~ I I ~ ~ tQ! ~p ' LL I ~ i ' I I ~ 1 ~ w O' ~~ ~' 3i ~ i ~ 1 ~ I I i ~ '~ i a~ c r-'' w y:.-i Nlm vl ~nl~ r` iCO .~-!~!~r `n ~; ~ lmi~!ti ~ o R , , : N +.+I a,,, y,. ' y,, ' O ' Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION ROBERT C. SAIDIS DANIEL L. SULLiVAiV ELYSE E. ROGERS JOHN A. FEICHTEL DEAN E. REYNOSA TODD F. TRUNTZ MARYLOU MATAS SEAN M. SHULTZ ROBERT B. HAMILTON HANNAH WHITE-GIBBON 635 NORTH 12T'i STREET, SUITE 400 LEMOYNE, PENNSYLVANIA 17043 TELEPHONE: (717) 612-5800 - FACSIMILIE (717) 612-5805 EMAIL: attorney~Assr-attorne s.com www.ssr-attorneys com July 26, 2012 CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 Of Counsel JOHN E. SLIKE STEPHEN L. GROSE REPLY TO LEMOYNE 717-612-5808 cswindlerC~ssr-attornevs.com Register of Wills of Cumberland County 1 Courthouse Square Carlisle, PA 17013 ;~; ~ Re: Estate of Harold W. Helman c rn~ -~~` _ ~E ~:, c r File Number: 2112-0569 ~ r" =y ~!' - Dear Madam: c-> v -~ o ~~ D Enclosed is an original and one copy of the Pennsylvania Inheritanc T ~- e ax Return for the above-referenced estate. Please note there is no tax due with th return. Also enclosed is a check in the amo filing fee. e unt of $15 representing payment of your Also, please note that this is anon-probate estate and therefore an Inventory is not being filed. If you have any questions or require additional information, please do not hesitate to contact me. Sincerely yours, C~ yle D. Swindler, Legal Assistant to John A. Feichtel c~ r Enclosures -~ ' c r,-_; :~ Y_ ~ C ~...._.. :.1-' C.~J ~_ ~~~ r~ ~-r~ ~~ p _~ cc: Richard H. Helman David W. Helman '~ ~ ti (".., ~7 t$; C1} ,'J fly` t.? T'"' C~ v ~7 ~. r~d ~ ca i,. c'~ ~s tE3 ~,p a ~~ i V c:a •~ ~ cr:~ ...1 ,~~ ~, < = ~ ~ ~_ ~ cz v i ~._~.5 ~,rj Fn _..a ~"'~' ,...1 ~ 1„f..: L3..! A...1. C^J Z C°+,J .J -- ~ -_ - R = ~ O " ~- ca -- -- m ~n - "' ~ ~- ~- i - - - - _ - - O ~ ~ ~, ~ ~" wo ~ o ~ N M Cn O ~ .-y O ~ ~ ~ O y ~ TT/ ^~ VL u N--~ ? ~ ~ '"'~ i ~ ~ C ~~ O ^ ~ ~ W .. ~ z ~ ~ ~ ~ ~ ~ ' ~ ~ ~ ~ ~v O E-