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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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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
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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
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Debra Ann Trezzo
930 Flying Fish Street
Foster City, CA 94404
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10. Virginia Darlene Spooner
655 Blue Sky Drive
Port Townsend. WA 98368
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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
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8. Lorle A. Shuey =1 - 0. r t.',
2 Birch Street . Pine Manor V)
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Middletown, PA 17057 -u
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9. Joseph WIlliam Blumenstein "0
5121 183rd Street l.,
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Farmington, MN 55024 ..;':1 ~_ Co --
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10. Jonathan Wade Blumenstein
5121 183rd Street
Farmington, MN 55024
11. Robert Wade Brooks
8411 Danford Ct
Springfield, VA 22152
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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
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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
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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.
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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
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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/
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Sworn or affirmed to and subscribed before me this ;?~~
day of March, A.D. 1989.
(}b#-~~& J-'
Notary Public
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Ch):t~~ E :.,l,.j.",~ i:i, Notary Pub:ic
M,~..".-JI:=t>;orJ c'ro. Curr,tC!::a~ County
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fOR D^'ES 01 OIAlII AHlR 1"31/91 C1I1CK III
II A SPOUSAl
POVIRlY CRIDIIIS ClAIMIU I
/Ill HUMOIR
.;2/ 9" 0597
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
(OMMutlwIMIIIO' rl'm~."VM41'"
OIrAR1MUllllllIl"'"IIJI
mrllIW''''JI
IIAIlRI!lIUllfi. r... 11118nWl
UJljtHv lutH
VI AU
fHJMI1
flln lliili\-t'-li.ll~ii il~lljjii'... _"0 ...~_.-_._..._-----_..
IDO tnr. IlLt.EN DIl.
ntl!SS11I1t' VIUIIG-E (UPr'oF!'? "tLl9>l r.
1}1t:(#,fK/CS 81(~(" "'", 17"S'S"
'''""'( Clun/3IFICL"'''''O
"MUllIn IlI1lhlll~;;IAU(lIOmJ.- ---
- - --- - ---~-~._---------~--~-
[ I 3, Remaind", Return
(fa, dole' of deolh prior to 12.13-(
[- J 5. foderol Ellale Tall Relurn Requirec
.0 8. Tolol Number of Sole Depolil Bo.l.(
....
z
w
e
u
w
o
(II(IIJI"'-\ "Ai:ifjiAi,Dii..rj,iiji""I-'P'l Itj;,;",i
BLUIYIE-NS7"EIN, WILL/A'" H,
\()(I'" \I(UIIIY fHlMlII - 111,1,11 {jII,!Al" l'IAIl III ~ ~'"
7/fD - 09- fJS'OO 7-2/-91. /2. -/1.02-
';;';;'~<"ii""h",:v;,1'" ".", "", "" ", "" . "'" 1"""" ''''~;A'''''''
og I. Original R@lurn I I 2 Supplenlltn1ul R"lurn
o 4. limiled Ellale [ I Aa r UIUfft Inle'''II (ornpromi",
lfor datol 01 dealh all." 12.11.821
~ 6. 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.
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