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HomeMy WebLinkAbout96-00597 .~ ..... I o CD .. o .. tit ~.. .~ . o Z 21-96-597 Thi... j, lllllllil~ Ib.11 lIu' lldHtlll.lllll11lH'lt ,1:1\(11 I" \Illltllh '''1''1 ! t,..!l1 111 ,'lIl.'lIl.d \1'1111".111' ,iI dt.lIJ. dill:. Ilk,! willi lilt' .1' I.nt.II Ikgl..lr,lr Till' Ollt:ill.d (u III II .HI \\ III I'l '<+",\ II ,~( ,1 tl' ~ ill "'! .llt \ It.d 1\1 \' 'I, j" I II III t j,,f 1'1 1III.lI1t III I dllll'. WARNING: Ills Illegal to duplicate this copy by photostat or photograph, N'tl ,/,:"~:;W~'~'f(;F"" ,,~li:. <1'.1'., /~/\?:'( !~'~" ~l )~~;l \ . \.. " ~ ~\,' ~, 'I. ~::;.. ~ ",':, , ,~~~ ,.1'-1" ,'c';:':l "",~!ftNj n'~\'" ""'--.~..!f~'-' , 0- t'ku,~<~''';r- Fel' lor !Ilh II-Ifih,.l". "j Pll ',' (, r," 0 c, r'l o U ~J J ...J ,) ...:.. JUL ~:I lU9\i l),IIl.' COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH tun'l'_1I "'!'J"''''~''''.''''''''''''''' ,wlll1am H. nlumensteln ,. ~iue ., '" 8500 O.j1i\'Y".~1'; 001~6 .. 93 UNOUIIl'lN' - - UtCJIIl.OM -,- I OAIf 01 IIlR'TH ,.....~"1-' Dec. 1, IlftlHPUC.1lC".... sa-..,QI..".c...." 1 02 IInrrlsburg, l"I..o\CICJIIDfIaIt'O-............- _..................__ "'... A.>_O ._0 =~IO ,. Cumberlanl OTY 1OflO. fWPOf DlAJH Upper Allen Twp. , 'ACUTl'HAKI......~\J.......__, ClOlNT' UI .._~a:n.c::.::.2:T ., clerk I OCaCOlrlUAlLIHQAOONII""_ ~ ....loCMII 100 Mt Allen Dr. "Mechanlcsburg, Pa. MJtCA"IMAUI#...Ycde LMq , Fred Blumensteln "'1JNWIT"'MAMlIl~ Mrs Jesn M. Shue CJlI' 1PQIf11Oft .... i!f 0 ...0 -- r(hb'S """,f..... \.J. \ Lo...,,"l-- _ttl(CIOlH'IVI"... OlCCOf.Hl'SIDUC.AJ1CW UlolI'....O'OACUf ....D~ I'~I RAC~.~_....INca.WIwI. Me ,......, Whl te " YNVw.wu........... ""..."'-...,w....... 1;lJr.oM..,~1t1 wldowed " SUfM'VI'oIG$I'OUSI: ....."....",..w._ , Cumberlanl '" - -.. "-' .,.(1......__.....~ppp,. Allnn ... lh.s... Pn ,.. ".0 :::...-.::.::_ .... YOTlCIUNAt.I(\r..1I w.ue ,,-s..._.. I Emma. Wag oner ..,(lflIU.Ot"........N)AOOAfU~CflIbooI.S.l1Qc-. 32 Wlnston Dr. Mechanlcsburg, Pa. 17055 I'\..AtIOf l;Jl$l'OSlTlOH.",-_c-...,.c......., ~OCNlOH.~ "-,l~c:.... ._- R~lllng Green Mem. Park , Lower Allen Twp. Cumb Co. P .. IWIl NfO ADClfICSI 01 HOUTl' P a selman Funeral 1I0me Inc. 324 lIummel Ave. Lbmoyn llCllfXfIfUUellll OoGllolQttlO ,""""0..,_1 "'..., ......CASCN.'IAAlDfOYlDIC.-..I~.lil 'I'" ",0 """ ,_ YY1Mr ~AtAcof$i I: I==- :-........ b:f I , P'lUlT~ 0fIer~..-...-........_ ...,..........-....._.......fWffl u~%,pfrJ ()'iJfaoAYtOIfZ:t:fffS DUI JOlCMASACCJ6l WlNAUlOPSl'1fOHllS IU.NHIftOl'tltAIlt ...........1'M)ft1O COUPUTJONOfCAUIoI U 0 OIOIRH' -. .....~ ..- 0 '-- 0 ...i':r ...0 ..0 ...... 0 c-.........-.. 0 OAI'OfIMN~' ,_o.a,_. I I I , , . r....IOfIHJUfl'f INA.lAYfflMlMf OlICMllttOWfUUII'otCUMlD tlC[Of) OUIlOIOI'lAS"'~OUlNaOl'l _ 0 ..0 ,... .. CM11P1U1 0............, .eun.......""lCl.UIlf'I'I,.._t~UuWltll___.....,...........JO~I__t~....lll ,............,.............._--.................II...._..ttaIH ................ .................. .. "'- ''''''.,,If't.IUIA,.'''_.........'--, ~-I~., ... " /;>?,/ ,,{,// I ...... , o .-tM'P , ''- ;~ u,.. ~... 7 o.''?''f!.....-'''i~t'{J ,.uJl)Q;?-;i7Hii. ,,'-'-/~z o ~'nm7%;;:;;;7;:;;tmPr~;;vM ~ .. 11\'(' klp"JTJ--f'A #. 5IT" IJ-jtlZat IAn ~~..~'-' 9),' I 17 .,...e "C -'""OAHClCU'WYINQ""IIICI.UII"'r""_to....."'.......h,,1_.....,~-"'<""oI...t.....d_" ,............,................._...r...eI..._,.............,....._.....t~II......_........ . . 00 vi :p~ c:- -, ~ 0, elt..; ;:1 -y ~ :... , m c:J p , -0 , .. W [,; Q, ~:; ,. ~ i~ ):~ ;:; ~ , LAST WILL AND TESTAMENT OF WILLIAM H. BLUMENSTEIN I, WILLIAM H. BLUMENSTEIN, of the Township of Lower Allen, County of Cumberland, and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. I direct that all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, be liquidated and divided into four (4) equal shares, which shall be distributed as follows: (A) I give and bequeath one (1) share to my son, Glenn F. Blumenstein. (B) I give and bequeath one (1) share to my daughter, Jean M. Shuey. (C) I give and bequeath one (1) share to my son, Donald W. Blumenstein, Sr. (D) I give and bequeath one (1) share to my grand- children and great-grandchildren, to be divided among them equally. 3 . I nominate, constitute and appoint my daughter, Jean M. Shuey, to be the Executrix of this, my Last Will and Testament. If she should predecease me, or for any other reason be unable to act as Executrix, I appoint my grandson, Ronald H. Shuey, to be the Executor in her place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of wills for the purpose of administering my Estate. 4. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire " . ~ ~ p; 't::~ 010: o 'J - '-. .j ..':'~(..' .:~ ('; 'j; . ~~ t~, ;"~\;.E .!!!::I 00 I - -, III ~~ ~ %1 {!j III . III~ ~ . = III a: I ~~ ~ ~ u ~ . ' "'~. ...t", LIST OF BLUMENSTEIN GRANDCHILDREN 1 . Ronald H. Shuey 110 Rock Ridge Road DllIsburg, PA 17019 2. LInda M. Taylor 3 Carrie Drive Merrimack, NH 03054 3. Donald W. Blumenstein 23110 Woodland Road Lakevllle, MN 55044 4. Carl W. Blumenstein 5121 183rd Street Farmington, MN 55024 5. Brian W. Blumenstein 5121 183rd Street Farmington, MN 55024 6. Wendl Jane Morse 1012 W. Burnsvllle Pkwy #336 Burnsvllle, MN 55337 7. Glenn A. Blumenstein 18702 S.E. 268th Kent, WA 98042 8. Brenda Jane Brooks 8411 Danford Ct. Springfield, VA 22152 (')Q c {- ....,~ :-1 . C' ~ ." :-::,-:-. , 9. Debra Ann Trezzo 930 Flying Fish Street Foster City, CA 94404 I' f" -u I 0' '-Q loJ 10. Virginia Darlene Spooner 655 Blue Sky Drive Port Townsend. WA 98368 ).i ,'_ '..0 11 . Gary L. Blumenstein 239 N. WIlliams, Apt. 2 Renton. WA 98055 LIST OF BLUMENSTEIN GREAT GRANDCHILDREN 1. Natalie Marie Blumenstein 23110 Woodland Road Lakevllle, MN 55044 2. Molly Jo Blumenstein 23110 Woodland Road Lakevllle, MN 55044 3. Tanya Lalh Blumenstein 18702 S.E. 268th Kent, WA 98042 4. Shaun Carl Blumenstein 18702 S.E. 268th Kent. WA 98042 5. Kyle William Blumenstein 18702 S.E. 268th Kent, WA 98042 6. Usa Marie Taylor 3 Carrie Drive Merrimack, NH 03054 7. Amber Lynn Taylor 3 Carrie Drive Merrimack, NH 03054 00 \.0 ::0 C:::(f" ::rJr.) 8. Lorle A. Shuey =1 - 0. r t.', 2 Birch Street . Pine Manor V) ,.., Middletown, PA 17057 -u I a- 9. Joseph WIlliam Blumenstein "0 5121 183rd Street l., .. Farmington, MN 55024 ..;':1 ~_ Co -- ...~ ..l '0 10. Jonathan Wade Blumenstein 5121 183rd Street Farmington, MN 55024 11. Robert Wade Brooks 8411 Danford Ct Springfield, VA 22152 ~""_",~_..___,.............___,,,-,.,.;, ,--'0-..- LIST OF BLUMENSTEIN GREAT GRANDCHILDREN 12. William Brent Blumenstein 8411 Danford Ct Springfield, VA 22152 13. Christopher James Trezza 930 Flying Fish Street Foster City, CA 94404 14. Jenlfer Nicole Trezza 930 Flying Fish Street Foster City, CA 94404 15. Jonathan Leon Spooner 655 Blue Sky Drive Port Townsend, WA 98368 16. Joshua Spooner 655 Blue Sky Drive Port Townsend, WA 98368 17. Jacob Spooner 655 Blue Sky Drive Port Townsend, WA 93868 18. Ashley Jane Morse 1012 W. Burnsville Pkwy #336 Burnsvllle, MN 55337 19. Sara Diane Morse 1012 W. Burnsvllle Pkwy #336 Burnsvllle. MN 55337 \': .' l.i'J: cd " 9- d]~ 95. JJnO '10 ., H FIRST AND FINAL ACCOUNT INCLUDING PROPOSED DISTRIBUJ'lON OF JEAN M, SIIUEY, EXECUrRlX OFTIIE ESTATE OF WILLIAM JI, BLUMENSTEIN LATE OF THE BOROUGH OF MECHANICSBURG CUMBERLAND COUNTY,PENNSYLVANIA, DECEASED E.~tate No. 21.l}6.0597 .~.._.-.-----------_._---------_._--------_._---------------------------------------------------.-------------------- (}Jlc of Dcuth: Lc1lcrs Omntcd: Dates of Publishing Nn1ices in the Hbg, Patriot Metro.West: Dates of Publishing Notices in the Cumberland Law Journal: Covering the Period: July 21. 1996 August 5, 1996 Sept. 10, 17,24, 1996 Sept. 20,27, Oct 4, 1996 July21. 19% to Sept. 30, 1997 --------------------------------------------------------------------------------------------------------------------- Purpose of the Account: Jean M, Shuey, Executrix, offers this accnuntto acquaint interested parties with the tmnsaetions thai have occurred during their administmtion, The account also indicates the proposcd distribution or the estate. It is important that the account be carefully examined, RequesL~ for additional infonnation or questions or objections can be discussed with Jean M. Shuey, c/o Charles E, Shields, III, E.~q., 6 Clouser Road, Mechanicsburg, PA 17055, RECEwrs OF PRINCIPAL Real F.~u'te: $ .(). Stocks and Bonds: $ .1).. Cash. Bank DeposiL~ and Miscellaneous Personal Property: I. Checking AcctlllX1I61 27137 at Dauphin Deposit $ \,323,4{) Bank and Trust Co, 'I Int Acct. to 0,0,0. on Item 111 $ \.05 3. P'.utiul Refund from Messiah Village $ 120,48 4. Return of funds at Country Meadows $ 672.00 5. Refund Capital Blue Cross $ 294,15 6. U,S, Treasury. Lump Sum R.R. Retirement $ 939.80 Pay.out. 7. Refund Pennsylvania Blue Shield $ 35.99 8. Medicare P'.lyment via Metmhca1th $ 69.fJ7 9. *Info Note: PNC Bank AcetllSCY.XYJTI5 was i .0. $ 3.455,94 a receptacle for Conrail pension deposi~~, All remaining bulance funds therein were improperly received and were returned to Conrail by PNC. **Info Note: Decedent was in a nursing home for over three years, Prior to that he lived with his daughter in her home for over ten years, He had disposed of his personul property well over one year before the uate of his death. TOTAL RECEIPTS OF PRINCIPAL $ 3,455.94 DISBURSEMENT OF PRINCIPAL Funenll E'(pense ALL PREPAID Fees and Commissions: I. Executrix Fee $ 21Xl,IKl 2, Charles E. Shields. Auorney Fees $ 650,00 $ 85O,IXl 3 DISBURSEMENT OF INCOME NONE RECAPITULATION TOTAL PRINCIPAL RECElJ7rS TOTAL PRINCIPAL DISBURSEMENTS TOTAL PRINCIPAL BALANCE ON HAND TOTAL INCOME RECEIPTS TOTAL INCOME DISBURSEMENTS TOTAL BALANCE ON I.IAND FOR DISTRI BUTION $ 3.455,94 $ 1.556,35 $ I.H99,59 $ .0. $ .0. $ I.H99.59 PROPOSED DISTRlBlmON OF PRINCIPAL AND INCOME There are no funds lefllo pay any beneliciaries namcd in the will or otherwisc, See copy atlached here1o, This eslate is insolvenL The funds impmperly depn~i1ed to an accoun1 of decedent were returned to Messiah Village and were no1 really u deb1 of decedent but urc listcd as such for informational pur!Xlscs, The balance of lL~seL~ life held in E~late checking account and should be distributed to lite Department of Public Wclfure per Iheir claim, 5 . . __0.- .....----. --.--- --------..------ "'.--.----.-. .-..... ..- \ ---'..-- ....-.. .' .. '. ....~ , .' LAST WILL AND TESTAMENT OF WILLIAM H. BLUMENSTEIN I, WILLIAM H. BLUMENSTEIN, of the Township of Lower Allen, County of Cumberland, and state of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last will and Testament, hereby revoking and making void all former wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. I direct that all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, be liquidated and divided into four (4) equal shares, which shall be distributed as follows: (A) I give and bequeath one (1) share to my son, Glenn F. Blumenstein. (B) I give and bequeath one (1) share to my daughter, Jean M. Shuey. (C) I give and bequeath one (1) share to my son, Donald W. Blumenstein, Sr. (D) I give and bequeath one (1) share to my grand- children and great-grandchildren, to be divided among them equally. 3. I nominate, constitute and appoint my daughter, Jean M. Shuey, to be the Executrix of this, my Last will and Testament. If she should predecease me, or for any other reason be unable to act as Executrix, I appoint my grandson, Ronald H. Shuey, to be the Executor in her place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of wills for the purpose of administering my Estate. 4. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire . .. \ ..... and' retain any investments of . which I' die seized, or any real'or porsonal property of any naturel to sell, lease, pledge, mortgage, transfer, exchange, dispose of, or grant options in regard to any or all property of any kind forming a part of my Eo tate for such terms and such prices as she may deem advisablel to berroW money for any purposes connected with the protection and presorvation of my Estatel to mortgage or pledge any real or personal property forming a part of my Estatel or to join in or secure the partition of samel to compromise any claims or demands of my Estate against others or of others against my Estatel to make distribution in kind and to cause any share to be composed of cash, property in undivided fractional shares in property different in kind from any other sharel and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Sflt( day of March, A.D. 1989. J.+:J~.~ }:y..8e.L-.~",,\,''f,t~~. (SEAL) Signed, sealed, published and declared by the above-named WILLIAM H. BLUMENSTEIN, as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. 1/~{/JlIJ)./ ~, j1,"" ~t"~<I) rf t: iJ,:J" /, "t:/u 0.. !?dl/I_ . .-. ..,_.-_._-_..-.~..... . --_.~.. --- . _. .._. _0 __ . .' . :. . COMMONWEALTH OF PENNSYLVANIA: : 55. COUNTY OF CUMBERLAND I, WILLIAM H. BLUMENSTEIN, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. )-i~~.~e..;."v II f1t.L/'n~W-~(;~ Sworn or Testator affirmed to this fffi... and acknowledged before me by the above day of March, A.D. '1989. Nci.lli.ii~1 Char!os E. ~hi~~ III, No~ry Publi: Mccl'.:lIo:.tl"'g Bo,., Cum.c,l.nd Ccunly My CommC:;<lI1 Expitcs JunolJ, I(l-J2 Mi:ml;er. PO:'Ulsj'i,'arn.1 Ass.:C:dwn ul NGbrios Ok~J14fJ~ c COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND We, Jane B. Shields and Elizabeth A. curll, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw WILLIAM H. BLUMENSTEIN, Testator, sign and execute the instrument as his Last Will; that WILLIAM H. BLUMENSTEIN executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of WILLIAM H. BLUMENSTEIN, Testator, signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. d~,/1I(J 6. .JL,I!da/ I fi~j,/>.lL(~-t1u a. f?~A d Sworn or affirmed to and subscribed before me this ;?~~ day of March, A.D. 1989. (}b#-~~& J-' Notary Public ,I Ch):t~~ E :.,l,.j.",~ i:i, Notary Pub:ic M,~..".-JI:=t>;orJ c'ro. Curr,tC!::a~ County M~ C......uT,.:;5io~ E,p~cs Ju:'\& iO. 19'32 l.:i:r.:tJ..;,. P;;l!';:i;;;"aJ:.~ .~.:.o:;.;,:io~n 01 NQ!ariC5 .'--- Ii,.::;'....., Ch.1','~::; E r:~"':'~' ....!.,JI , . .....,.,. 1r't~f:.:I:'C;....r" 6o~'''s 'd,l'Olary p b1 , My" ..... 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D~c.,donl Diod T f11tah, [ I 7 Oro.d,!nl Maintained a Living T fUll (Alloeh (Opy (II Will} (Alloch copy 01 trUll) -------------- _.--~-------- ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI NAellll-l1.U:S E: .sHIEl-OS Jjl' TEltrHONf NUMIU 7fs,h - 0'2.09 COMPIEH MAIIlUG AODU!lS :L w. /HII/IV S-r. /}/cCHAtlJlcsBuA!(i./ PA I7cJ$"S" z o ;:: :s = .... 0: .. u w '" 1. R.ol E,lol. (Sch.dul. A) 2, Slock. ond Bond, ISch.dul. B) 3. Closely H.ld SlocUPartn,nhip Inleresl ISchedule C) 4. Morlgoges and Noles Receivable (Schedule 0) 5. Cosh, Bonk Oepolih & Miuelloneoul Panonal Properly (Sch.dul. EI 6, Joinlly Own.d Properly (Sch.dul. F) 7. Tronsl." (Sch.dul. G)ISch.dul. II B. Tolol Gran Anels (Iotalline', 1.7) 9. Funeral EJlpenses. Adminillrali"e Calls, Milcelloneoul E.J.penses (Schedule H) 10. Debts, Mortgage liabilities. Liens (Schedule II 11. Tolo1 Dedudion, (10101 Lines 9 & 10) 12. Nel Value of Eslate (line 8 minUI Line 11) 13. Charilable and Governmenlal Bequel" (Schedule J) lA. Net Value Sublect 10 Tall (Line 12 minuI Line 13) IS. Spoulal Tronl'erl Ifor dolos of deolh oher 6.30-941 Soe Inllrudionl for Ar,plicoblo Perccnlcgtl on Reveflo Side. (Include value, rom Schedule K or Sthl:!dull:! IAI 16. Amaunl of Line 14 lOllnhlo 01 Mo Hllp. (Include value, from Sthodule K or Sthrduln M ) 17. Amount 0' line 14 lallob'e at 15% role {Include values from Schodule K or Sdu!dulu M I lB. Principal tall due (Add 10.1. ham line, 15. 16 and 17.) 19. Credits Spoulal Poverly Credit Prior Pa)'menh t2._____, + ____Cl__,__" -0- (I) (2) (31 (41 -t>- (5 I 1> 3jIfSS-. '/'1 -0- - 0- -0 (6) (71 71 191_ L :2."2.20 '1 (ID) _2, fJ.3/. 'II - C> ,. (8) ~-..!L.s.s, f'l , 111) -11.. 0'1'/.// 1121 ___-:'.-9--=-____ 1131 -0 - -0- 114) 115) x, () o C? tJ IIbl x ,Ob = o o ,x ,15 = 1171 z o ;:: .. .... = .. '" o u >< .. .... IIBI o Inlerell -,_0______, Ojltounl +-,..{)--- () 1191 12DI b 20. If line 19 i1 greoler than line 18, enlor the differ en to on line 20. Thil il Ihe OVERPAYMENT. (;10 Check here If you (ue requesUng a tefund of your ovorpayment. o o o 21. If Line 18 it greoler Ihan line 19, enler Ihe difference on line 21. Thi1 i1the TAX DUE. A. Enler Ihe inlerel' on the balance due on Line 21 A. 8. Enter Ihe 10101 of line 21 and 21A on line 218. Thi1 i1the BALANCE DUE. Mak. Ch.ck Pavabl. 10: R.glst.r of WlIIs, Ag.nt 121) 121A) 121B) ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ Under penollilll of perjury, I declo,e thai I have tl.I.omined Ihi, 'elurn. including ottomponyi;;"gsthedulel and 11clemenll. and 10 Ihe belt of my .nowledge and beli il il Irue. cor,ecl and complele. I declare Ihal 011 real ollole hOl been reporled ollrue malkot volue. Declorolion of preparer olher than the peflonol reprelt!Rlolive baled on 011 information a' which preporer hal any .nowledge. NAWRlornRSONR NSIBltfO_flUt RfTURN ADDRESS, 32 WIAI.$ r,,1f) DR. DATE ,_/ll_EJ:lIf1tJIC.$_tJ/(/f!(" PII I7IJ!SS ~-6- 'l" AOO"" 01 /41. /1/RIN ~r. :or- ,11!.t;:(!IIIW/CSSu!?6-, toR /7P5S" DATI s-,- -'17 At' .48 Df 1994 provldu '01 ,h. ,.dudlon 011"- 10. ful., Impaled an II!. nl' valu. of han,f... 10 Of fa, Ihe UI' of the ,paUli. The fat.. 01 p,.,ulb.d by Ihl ,talut. will bl' . HI 1,03) will b. oppll.obl. 'or ,,'01.. of d...d.nll dying on 0/ oft.. 7/1/94 and b,'oll 1/1/96 . 2% 1,02) will b. oppll.obl. '0' ..101.. of d...d.nll dying on 0' oft.. 1/1/96 and b,'oll 1/1/97 . HI (,OIl will b. oppll.obl. ,., ..101..., d...d.nll dying on 0' of I.. 1/1/97 and b.foll 1/1/98 . Spoulal hanl'l.. onunln; on 0' ah., 1/1198 wlll b. "Impt from Inhlfllanc. lalt. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK 1...1 IN THE APPROPRIATE BLOCKS. 1. Did decedent make a irani'" and: x. a. retain the use or Income ollhe p,opert)' Iranlfened, ....................................................... b. reloin the right to designate who sholl use lhe propert)' l,ansfened 0' 11, Jncome, ............... d. receive!he promls. '0' life 01 either paymenh, bene'ih or care' ....................................... ')I. 'Ie l<. c. relaln 0 ,ever,iona,y lnle,ell; 0' ................................................................................... 2. If death accuned on or before December 12, IQ02, did decedent within lwo years preceding death Iran,fer properly wilhout receiving adequate conslderalion' If death occuned allef December 12, lQ02. did decedenl tronl'er properly within one year 0' dealh wilhout receiving adequal. conlideralian'......................... ..... ........................... ..... ........ ............... .............. x x. )< 3. Did decedenl own on 'in trull for' bank occounl 01 his or her d.ath'...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. l!'l l.r., ,.. , 1'" I ,'- " - ~'': '''1-'. :J. ". ::J c:: Uu Ih",,'r'l" li"l SCHEDULE E ~:j~ CASH, BANK DEPOSITS AND WMMOllW""tl OJ 'It'""'VAN" MISCELLANEOUS IN''''''''''' 'AX 'IfU'" PERSONAL PROPERTY _ n __ _ _ __ _ IlUIDI~~f_ DICIDINf _ _, . _ _ _..~_ . __ ESTATE OF W/Jl. /I. 8LU/J/tfNSr€/N u ,_ ,,~I".al. Prinl,o.lyp. FilE NUMBER ,;1/- 96 -OS77 IAII prop",-,;juj",lr:ownrd w,lf. II,,, RitJhl 01 Su,,,,,oHh,p ",11,1 br ,1,\(1')\1.,1 un 5d...d,,!,. fl ---.--"1 - ITEM DE9CRIPTlON NUMBER I. :? .i. 1. {JI/EaKING Acer. # 00161 ::<7/.37 AIr :A4-uPNIN ])EPOSIT .llll-NK /'/-AlI> ,,(usr to. INr. /Ie&(. To P.D.i). otV ITem #,t (5GE LErrE~ ,qITI'1CIIEb) fJ/I~nlft ICI?FlINJ) F~()n( /JIGSSI//II VII.I./l6€ IZETMI'tI1l of Fttll/f)S doT COuNTtey IllEA-/)()WS (:5t:/fo pl(lNr-Our /lrT//t:'HE:V) l2ef='uA/,P (!/ffJI7,?l 13t..IA.E C/Zoss IA. S. 7leE/fSUItY, t.UhlfJ SUM ~f(. ~E7,~entE'Nr ~II-Y-~/( -r. t<<1?~l{tfID PEIVNn! 8J.UE -5HIElIJ Ilft:/)/CI//!€ fJ/ly /If ell' VM /J/E7ie/f/lEtr-t.rll * INr:O NoTli: {lNC B/fNK Accr:tt !;'[JOt)077,S" WAS A- ((GCE5Pl'IM L.E: HJR CUlAAIL t?/fN!>ION D~,,:; ITS. A-u. REMP.IIJ//Il6- SA-t.A/Jl!.G !=lJ,IoJ.,s 7i-1t:72.I!1/N wern E? I MPRor'E1/.L.V flt:CEI vet> MD we1<.E Re-rLLRIJeJ)..,-c, c.v~A:U.. ey pNc... * * INP"O Nt) r~: JJGCI?D/::'rvT NilS IIJ A ;U I.I.J?.s/N6- 111/1/13 ~t<. o//~7l 7l-1Rt: j; Y6-:.vt'tl~, PR./OII 10 Ttf/IT /-It; i./Vt::7) WITH fils D/-IUC.HT€7l IN #b7( /lMI.!: wI<. PYE7( -rev YG'Htt' oS , t7'E Ii//-/) '];)/Sr'O$C'l) ";:"N/S PSSPIIIAt... PI?I;f7t:7tT Y t{/~U oJ//::7e P,(/.6' Y,/::t'M' SEt:r?tel: WE ./J,qn;:- ()r /1'.<< PBf'TiV, $, 6. 7. !. 9. VALUE AT DATE OF DEAHl II I, .3~~. I{O ",.o!> ~ 1:20.'rl8 'I- (" 72 .00 JI .;19 Jf. IS" ~ 939.8tJ ., 3S.9'i If. (,,9.07 - 0- TOTAL (Aha cnlcr on lin. 5, Recopilulalion) S 3 'fSS: 9'1- (Attach oddilionol 8~'lH )( 11" Ihee" if more 'pace is needed,) ,,,I\llllf tlnl H~TEoF ITEM NUMBER A. B. 4, C. 1. 2, 3, 4, 5, 6, 7, 8. Ploa.o Prlnl or Typo, '" fIl0iUMOEA;1 1 - 9 {, - ~~~, AMOUNT Atlorney F.~. (! H 1112 L E. S E: .:5H.'(taDS JIf 'f<AlfDrnt.y1S IU. l.s b../ow ~ Q,MoU.ni D (.Uor~ il'w"llIed lJM.J f"t..t/ee1s ~ ::otn...\\ni:,lu' ot ~ e.s-la.te. Ik f;le measu.res el""",,.. Z'",c.h.r :ck. Family Exemphon At5*, ~ wo.~ n...rne",u.& \""Ololems ::m-...."i"kni~o"'t RR ~1ire",t. ilJ Claimont IJ III Relolion.hip / I'i I~J..-l. <~.:!' SCHEDULE H FUNERAL EXPENSES, ,,_J_~~I~~~~~~~~~J~!?~T~N~~i U)MMOf,wl AUIl 01 rl t1fi'lU.AliIA ltllllllttAtll1 'AI " Illlti IISHJlulUICllllIU wm. II. Sl.tllllE'IIS7t!!IN DESCRIPTION 1. Funeral Expen...: PfiNIF/U.t ;.1/1.$ /1/.1. Pl!c-PtI-t/J, Admlnl.tratlvo Co.ls: ~E'f1N In. ~Hllc-Y 1. Personal Rep'esenlalive Commissions Ie ~ - D/:? -71/-;2.1 Social S.cu,ilY Numbe, of Personol Rep,elenlolive: Yea, Commissions poid I 'lq 1 2, 3. Add,ess of Claimanl at decedenl'. dealh Sl,eel Address , Cily _____ ,.. ,_", ,on ,,__Slole.., __ __ , Zip Code_____,_____ P,obale Fee. I/tJD SHo/lr C€t2 11r-ICr/ 7'EJ' Mi.cellaneou. Expcn.e.. AbP/1". Sl(p/J I C.ellllr ICA res I!DJ-r OF' MAIlING t86fJI?FIC. Na TICES CD!>-r Df" PI/()"!2>CofJl€S DF 111/1 r6li!/,fu, ,::oil N()(lcc-S .:131 ,'!edts @ /I?~ ~ IfIJj/EI2-rISINfr IN ,HE Cum8. l.. .Jill. !f.lJVE"AII'sIWr,. IN Hl3fr. ,or/Tie/OT /11E7~-wEST II1AIe'1'IN FI..4NNElly, 7"~K /If,CTNT. f',eif"11 10110 ~/I.INfr A(!~DHNr. (cs-rmJ Flt.'NG- IN!lI5/l.Ir; 7'Alf I2Er~M {a~N7'INt(E'j))__, TOTAL (Also enlc, on line 9, Recapilulation) (II more .paco I. ne.dod, In.e,t addlllonal .ho.11 of .amo IllI.) r.J/II. 1=~OO,D(I 11 ~ ~-V. 00 I- lfe.ao ,. 9."" 11 IS; ao JIl :13, 10 ,.~."o ,Al'id3. '10 "35'.00 f 110. OJ) ~O.()D S 1,21oZ.'20 DAiE, 09/13/96 ClJfU4UN~EAL"1 or PENNSYlVANIA OLrARIMENI Dr PUIlLlC ~ElIARE SIAIEMENI or CLAIM NAME IlLUHENSIEIN, ~ILLI^H 10 27D1Hl~9 MEDICAL CLASS 3 ' CLASS 6 INPATIENT 0.00 0.00 OOIPATlENT 0.00 0.00 LONG TERH CARE 9,291.99 0.00 DRUG 245.77 0.00 'JDTAl 9.537.76 0.00 I 9,537.76 I , TOTAL RE I HBURSEHENT, TO DPII, "...."..'J" -~- .._.._._~-- DAiE. 09/13/96 COHHON~EALIH OF PENNSYLVANIA DEPARIHENI OF PUOLIC WELFARE -- - ,- --------, ] ___0_"_' ______~__ -.---------.---......--...---.-.---.---.--.-. SIAIEHEHI OF CLAIH NAME OLUMENSTEIN, ~ILLIAH ID UOBl159 -------.-- EHERALD DRUG SIORE-HESSIA PENNSYLVANIA PRESCRIPTIONS 21DO NORIH THIRD STREET HARR I SOURG . PA 17110 DAlE OF PAYHENT ORIGINAL J ADJUSTED USUAL AIl00NI SERVICE DAlE CRN CRN CHARGES APPROVEO 01/30/96 - 03/30/96 09/02/96 6226733543/01 OOOOOOOOOD/OO 5.16 4.60 OIAGNOSIS I: PROCEDURE . OS/24/96 - OS/24/96 D9/02/96 6226733091/01 0000000000/00 99.05 90.40 DIAGNOSIS I: PROCEOURE : 06/03/96 - 06/03/96 09/02/96 6226732050/01 0000000000/00 14.96 10.67 DIAGNOSIS I: PROCEDURE , 06/06/96 - D6/06/96 D9/D2/96 6226724566/01 OOODOODOOD/OD 5.16 4.6D DIAGNOSIS I: PRDCEOURE , 06/27/96 - 06/27/96 09/02/96 6226733654/01 0000000000/00 14.96 10.67 DIAGNOSIS 1: PROCEDURE , 07/00/96 . 07/08/96 09/02/96 6226733286/01 0000000000/00 5.16 4.60 OIAGNOSIS " PROCEOURE : 07/08/96 - 07108/96 09/02/96 6226733443/01 0000000000/00 67.60 58.91 OlAGNOSIS 1: PROCEOURE , 07/11/96 - 07/11/96 09/02/96 6226734612/01 0000000000/00 17.45 14.12 DIAGNOSIS " PROCEDURE , 07/12/96 . 07/12/96 09/02/96 6226733377/01 0000000000/00 51.10 47.20 DIAGNOSIS l: PROCEOURE , PROVIDER,SUO TOIAL EHERALO ORUG SIORE-HESSIA 19.1194704 280.60 245.77 LIST OF BLUMENSTEIN GREAT GRANDCHILDREN 1 . Nalallo Marlo Blulllonstoln 23110 Woodland Road Lakevllle, MN 55044 2. Molly Jo Blumenstein 23110 Woodland Road Lakevllle, MN 55044 3. Tanya Lelh Blumensleln 18702 S.E. 2681h Kenl, WA 98042 4. Shaun Carl Blumensleln 18702 S.E. 2681h Kent, WA 98042 5. Kyle William Blumensleln 18702 S.E. 2681h Kent, WA 98042 6. Lisa Marie Taylor 3 Carrie Drive : Merrimack, NH 03054 7. Amber Lynn Taylor 3 Carrie Drive Merrimack, NH 03054 8. Lorie A. Shuey 2 Birch Street . Pine Manor Mlddlelown, PA 17057 9. Joseph William Blumensloln 5121 183rd Slreel Farmington, MN 55024 1 O. Jonathan Wade Blumenstein 5121 183rd Slreet Farmington, MN 55024 11 . Robert Wade Brooks 8411 Danford Ct Springfield, VA 22152 . ' LIST OF BLUMENSTEIN GREAT GRANDCHILDREN 12. William Brent Blumenstein 8411 Danford Cl Springfield, VA 22152 13. Christopher James Trezzo 930 Flying Fish Streel Fosler Clly, CA 94404 14. Jenlfer Nicole Trezzo 930 Flying Fish Slree1 Fosler Clly, CA 94404 15. Jonathan Leon Spooner 655 Blue Sky Drive Pori Townsend, WA 98368 16. Joshua Spooner 655 Blue Sky Drive Port Townsend, '/fA 98368 17. Jacob Spooner 655 Blue Sky Drive Port Townsend, WA 93868 18. Ashley Jane Morse 1012 W. Burnsvllle Pkwy #336 Burnsvllle, MN 55337 19. Sara Diane Morse 1012 W. Burnsvllle Pkwy #336 Burnsville. MN 55337 L~--.../11.0 BUREAU OF INDIVIDUAL IAXES INIIINIUN(I tAll. 1I1111SltlN DIP," :1IOt.OI tIAIUU5I1uIIC. "' 11I:IHlhlll COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 1I0llCE OF ltIlIERllAIICE lAX ArrRAISENEIII, ALLOWAIICE OR DISALLOWANCE or DEDUCTIONS AND ASSE5SHEHT or TAX CHARLES E SHIELDS III 2 W MAUl ST MECMANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-18-Q7 BLUMENSTEIII 07-21-% 21 Q6-05H CUMBERLAflD 101 ,""""'" ,. \~ .,. ., . ," l:i,,;" h/.,'(!. 'f:Yr:~~'!f'~:',~"'\. "'r.:-.'g.:..J~' ....l}.~~.t.. 'If ,~.I It I" ,: I '" WILLIAM 11 A"ount Re"ltted I =::0.0== -,-,_...:"._~-===--'-;-. ._..,.~~_-,': ._,_""~"'+==.=""" _.~ -_.C' ,,--1 MAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ilEv: i5'47 - EX-AF j:i -[0:3"=97"1" - NoricE- -OF - "iNHEiii;: ANC E - T A it -A"1i piiA" is EM ifNi' -,-- Ai.i.-owAN-CE - OR--- - - ------ - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BLUMENSTEIN WILLIAM H FILE NO. 21 96'0597 ACN 101 DATE 08'18-97 TAX RETURN WASI C X. ACCErTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Red Estate (Schedule AI III 2. Stocks and Bonds (Schedule OJ 12. 5. Closely Held stock/Partnership Interest ISchedule CJ (31 4. Hartgages/Notes Receivable (Schedule 01 (4) S. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) IS) b. Jointly Owned Property (Schedule F) Ibl 7. Transfers (Schedule GI (71 8. Tot.l Assets APPRDVED DEDUCTIONS AND EXEMPTIONS: q. Funeral E~penses/Ad". Costs/Nisc. E~p8nses (Schedule HI Iql 10. Debts/Hartgage Liabilities/Liens (Schedule I) (10) 11. Total Daductions 12. Het Value of Tax Return 13. Charitable/Governnental aequests ISchedule J) 14. Hat Value of Estate Subject to Ta~ CHANGED ,00 ,00 ,00 ,00 3.455,94 ,00 ,00 (B' 1.262,20 9.831.91 111) 112) (13' 114' HotE: To insure proper credit to your account, subnit the upper portion of this form with your tax payment. 3.455,94 11,nQ4 11 7.638,17- ,00 7.638,17- NOTE: issued previously, lines 14, 15 and/or 1&, 17 and 18 will include the total of abh returns assessed to date. If an assessment was reflect figures that ASSESSMENT OF TAX: 15. Anount of line 14 16. Anount of line 14 17. Anount of Line 14 18. Principal Ta~ Due TAX CREDITS: PAYNENT DATE at Spousal rate taxable at Line.l/Class A rate taxable et Collateral/Class 8 rate 115. 1161 117. DISCOUNT Ct' INTEREST/PEN rAID I,' RECEIPT NUNBER ,00 X ,00= ,00 X ,06= ,00 x ,15= liB. ANOUNT PAID i TOTAL TAX CREDIT IBALANCE OF TAX DUEl INTEREST AND PEN. TOTAL DUE ,00 ,00 ,00 ,00 .00 .00 ,00 ,00 . IF rAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN Sl. NO PAYNE NT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR.. YOU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,' 1.,J0 RESERVATION I Eltetu of deudentl dying on or before Oece.bu lZ, 1982 -. if any futura Internt In tha altata II tr8nsfllrred In possesllon or anJoy..nt to Clals B (collaterall beneficiaries of tha dacedant aftar the e~plratlon of any astata for Ilfa or for years, tha co..onwealth haraby eJprassly raservas tha right to appralla and assess transfar Inherltanca TaJal at tha lawful Class a (collateral) rata on any luch futura intarast. PURPOSE OF NOTICE I To fulfill tha requlra.ants of Sactlon 21~0 of the Inharltanca and Estale Tax Act, Act Zl of 1995. (12 P.S. Sactlon 91<<00). PAYMENT I Oatach tha lop portion of this Notlca and sub.lt with your pay.ent to the Register of Wills printed on the rev.rsa lid.. H"alo.. chack Dr Ploney order payabla tOI REGISTER OF MILLS, AGENT REFUND (CA) I A refund of a laJ cradlt, which was not r.quaslad on Iha Tax Aalurn, Play be requaslad by cD.plellng nn "Application for Rafund of Pennsylvania Inheritance and Estata Tnx" IREY.131}), Applications are avallabla at tha Offlca of the Registar of Wills, any of the Z} Revenue District Offices, or by calling tha spacial Z<<O-hour answering sarvlce nu.bars for for.s ordarlng: In Pennsylvanio 1-800-}6Z.Z0S0, outside Pennsylv8nla and within local Ilarrhburg aru (717) 787-8094, TOOl (711) 77Z-225Z (Hurlng I.pairad Only). OBJECTIONS: Any party in Inter.st not satlsflad with tha DPpralse..nt, allowanca or disallowance of daductlons, or alleslaent of tax (Including discount or Inter.st) al shown on this Hotlce nust object within sixty (60) days of racalpt of this Hollca by: .'wrltten protast to tha PA Depart.anl of R.venua, Board of Appaals, Dapt. ZIIOZI, Harrisburg, PA ..al.ctlon to hava tha eatter datar.lnad at audit of tha account of the parsonal reprasantatlve, --appeal to tha Orphans' Court. 111ZI-IOll, OR OR AD"IN ISTRATlYE CORRECTIONS I Factual arrors dlscov.rad on this alsall..nt should be addrassad In writing tOI PA napart.ent of Ravenua, Bureau of Individual Taxas, ATTNI Post ASlalse.nt Revlaw Unit, n.pt. 280601, Harrisburg, PA 17121'0601 Phone (711) 711.650S. S.. paga S of the bODlo.lat "Instructlonl for Inharltanca Tax Return for a Ralldent Oacedent" (REY.1501) for an axplanatlon of ad.lnlstratlvalv corractabla arrors. DISCOUNT: If any tax dua Is paid within thraa (31 calendar .onths aftar tha dacadanl.s daath, a flva parcant (S~) discount of tha tax paid Is allowad. PENAl TY I The IS% tax a.nalty non.partlclpatlon panalty II coeputad on the total of the tax and Int.rast aSlass.d, and ~ot paid befora January 18, 1996, tha first day after tha and of tha tax a~asty p.rlod. this non.partlclpatlon panalty Is appaalabla In tha sa.. .annar and In tha tha sa.a tl.a parlod as you would appaal tha tax and Int.ralt that has b..n allassad a. Indlc.tad on thll notice! INTEREST: Intarast II charg.d bag Inning with first day of dellnquancy, or nlna (91 .onlhs and on. (1) day fro. the data of daath, to tha date of pay.ant. 'aJ.S whiCh bacaaa dellnquant bafor. January 1, 191Z baar Intarast at tha rata of sl_ (6%1 p.rcent par annu. calculated at a dally rata of .00016<<0. All taxas which baca.a dallnquont on and aftar January I, 19BZ will bear Intarost at a rftta whiCh will vary fro. calendar year to calandar yaar with that rate announcad by the PA Depart.ent of Revanua. The applicable Int.rast ratas for 1982 through 1997 ara: ~ Intarast A"te Dally Intarut frlctor ~ Inlarest Rata Dally Intera,t fflctor 1982 lOX .000548 1981 9X .000247 1915 16% .000<<038 1988.1991 11% .000301 1984 11% .DOnsOI 199Z 9% .0002<<01 1985 13% .0003!i6 1993-1994 ]X .000192 1986 lal .000214 1995-1991 9X .000Z47 ulntarast Is calculat.d .. followll INTEREST = BALANCE OF TAX UNPAID X NUnBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notle. Issuad aftar tha ta. becoaas dallnquant will raflact an Intarast calculation to flft.an (IS) days b.yond tha data of the assasl.ont. If pay.ant il nada aftar tha Intarast coaputatlon data Ihown on tha Notice. additional Inter.st RUst ba calculated. r- 15~ is I/) N 0 .!!l " . ,~~ 5: _.I d cO .- ~ ,50 '0 ,. "0 .... ~ . .~ WOl ._\ cu oti ~'g> '.0 ~ ~a (C;a: