What happened
The FAA’s narrative, in sentence case. The FAA writes it in capitals and removes private details.
The recently purchased helicopter was being ferried from Nevada to Florida by the new owner (pilot) and a certificated flight instructor (CFI). The crew stopped at kinw to refuel, topping off both the main and auxiliary fuel tanks.
With the owner at the controls, the helicopter lifted off and climbed to approximately 10–20 feet AGL before reaching torque and temperature limits. The helicopter was unable to maintain altitude. The CFI instructed the pilot to lower the collective. The pilot lowered the collective and initiated a right turn; however, the helicopter descended and impacted the ground, resulting in substantial damage to the tailboom and other components.
Post-event review of weight and balance indicated the helicopter was approximately 143 pounds over the maximum gross weight per the rotorcraft flight manual (rfm). Performance calculations based on rfm charts indicated the aircraft exceeded allowable limits by approximately 279 pounds. The pilot and CFI reported that performance calculations were not completed prior to departure.
As the FAA filed it
THE RECENTLY PURCHASED HELICOPTER WAS BEING FERRIED FROM NEVADA TO FLORIDA BY THE NEW OWNER (PILOT) AND A CERTIFICATED FLIGHT INSTRUCTOR (CFI). THE CREW STOPPED AT KINW TO REFUEL, TOPPING OFF BOTH THE MAIN AND AUXILIARY FUEL TANKS.
WITH THE OWNER AT THE CONTROLS, THE HELICOPTER LIFTED OFF AND CLIMBED TO APPROXIMATELY 10–20 FEET AGL BEFORE REACHING TORQUE AND TEMPERATURE LIMITS. THE HELICOPTER WAS UNABLE TO MAINTAIN ALTITUDE. THE CFI INSTRUCTED THE PILOT TO LOWER THE COLLECTIVE. THE PILOT LOWERED THE COLLECTIVE AND INITIATED A RIGHT TURN; HOWEVER, THE HELICOPTER DESCENDED AND IMPACTED THE GROUND, RESULTING IN SUBSTANTIAL DAMAGE TO THE TAILBOOM AND OTHER COMPONENTS.
POST-EVENT REVIEW OF WEIGHT AND BALANCE INDICATED THE HELICOPTER WAS APPROXIMATELY 143 POUNDS OVER THE MAXIMUM GROSS WEIGHT PER THE ROTORCRAFT FLIGHT MANUAL (RFM). PERFORMANCE CALCULATIONS BASED ON RFM CHARTS INDICATED THE AIRCRAFT EXCEEDED ALLOWABLE LIMITS BY APPROXIMATELY 279 POUNDS. THE PILOT AND CFI REPORTED THAT PERFORMANCE CALCULATIONS WERE NOT COMPLETED PRIOR TO DEPARTURE.