HomeMy WebLinkAbout07-27-07
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF EDWARD ROBERT BLAISDELL. DECEASED
No. 21-05-00297
PETITION FOR ADJUDICATION I
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
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This form may be used in all cases involving the Audit of the Account of a Decederit's Estate. rJf
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Victor A. Neubaum, Esquire
Supreme Court LD. No.: 29159
Name of Law Firm: Malone & Naubaum
Address: 42 South Duke Street, York, PA 17401
Telephone: 717-843-8001
Fax: 717-852-0587
Form OC-01 rev. 10.13.06
Page 1 of 10
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Estate of EDWARD ROBERT BLAISDELL
. Deceased
1. Name(s) and address(es) ofPetitioner(s):
Name:
Frances E. Blaisdell
Address:
5225 Wilson Lane, Apt. 413 7
Mechanicsburg, P A 17055
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . IZI Yes 0 No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on January 18. 2005
IZJ Letters Testamentary or [JLetters of Administration were granted to Petitioner(s) on
MARCH 31,'r2-005
Date of Will (if applicable): July 6, 1993
Date(s) ofCodici1(s) (if applicable): March 3, 2004; August 9, 1999; June 25, 1998
Date of probate (if different from date Letters granted):
Was a bond required? lZJYes CJ No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... III Yes [J No
Dates of advertising of the grant of Letters:
4/28/05, 5/5, 5!-12" 5/13 5/20
I I
/
5/27/05
Form (X-OJ rev. 10.13.06
Page 2 of 10
.
Estate of EDWARD ROBERT BLAISDELL
. Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not suijuris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) haslhave notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest( s):
Name and Address of Each Party in Interest
Relationship and Comments, if any Interest
Frances E. Blaisdell
5225 Wilson Lane, Apt. 4137
Mechanicsburg, PA 17055
Spouse Residue in Trust for
Spouse
Form OC-OJ rev. JO.13.06
Page 4 of 10
.
Estate of EDWARD ROBERT BLAISDELL
. Deceased
Name and Address Qf Each Partv in Interest
RelationshiD and Comments, if any
Interest
B. Identify each party who is not suijuris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
C. State why a Petition for Guardianffrustee Ad Litem has or has not been filed for
this Audit (~ee Po. D.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form OC-01 rev. 10.13.06
Page 5 of 10
Estate of EDWARD ROBERT BLAISDELL
. Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
None DYes DYes
DNo DNo
DYes DYes
DNo DNo
DYes DYes
DNo DNo
DYes DYes
DNo DNo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. 9 3392 and the proposed payments.
11.
Was family exemption claimed?
IZJYes DNo
IZJYes DNo
Was family exemption allowed?
Family exemption claimant's name and relationship:
Name: Frances E. Blaisdell Relationship: Spouse
Form OC-OJ rev. JO.13.06
Page 6 of 10
Estate of EDWARD ROBERT BLAISDELL
. Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows:
Date
Payment
Interest
0.00
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond ofa fiduciary? . . . . . . . . . . . . . . . . . . . DYes IZI No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
None
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. 0 Yes 0 No
15. IfPetitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form DC-OJ rev. JO.13.06
Page 7 of 10
Estate of EDWARD ROBERT BLAISDELL
. Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . DYes lZI No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. 0 Yes 0 No
18. If a reserve is requested, state amount and purpose.
Amount: 1,000.00
Purpose: Closing and Filing Expenses
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ....................................... . DYes 0 No
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
DYes lZINo
As to real estate only? ........................................ [JY es 0 No
Form OC-OJ rev. 10.13.06
Page 8 of 10
Estate of EDWARD ROBERT BLAISDELL
. Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
Amount/Proportion
M&T Bank, Successor Trustee U/W Edward
100%
Robert Blaisdell
B. Principal:
Proposed Distributee(s}
Amount/Proportion
M&T Bank, Successor Trustee U/W Edward
1000/0
Robert Blaisdell
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
:f~~__ ;!,. 6~
Name of Petitioner: Frances E. Blaisdell
Name of Petitioner:
Form OC-01 rev. 10.13.06
Page 9 of 10
Estate of EDWARD ROBERT BLAISDELL
. Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he/she is title
of the above-named nameo/corporation and] that the facts set
forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. ~ 4904 (relating to unsworn
falsification to authorities).
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Signature of Petitioner
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication!
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein. 1/wr. A~ __
Signature of Counsel for Petitioner
Form OC-OJ rev. 10.13.06
Page 10 of 10
JUL-12-2007 16:27 F~om:MALONE and NEU8AUM 717 8520587
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The Dillsburg Bonn,,"is the name of a newsl'ap~r of general
circulation establlshcid on March 10, I ~87: and published con-
tinuously since thnl date. having its place ofbusiiless at 31 South
Baltimore Street, Diitsborg, Pennsyivariia; 17019.
The printed cOpy of the ~vertis~ine"l heret~' attac~cd i~ a trUe'
copy, exactly as prhlted and pubJishtd, of: ~ advertise~ent
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JUL-12-2007 16:28 From:MALONE and NEUBAUM 717 8520587
To: 17172404559 .
Page:3/3
PROOF OF PUBLICATION OF NO'flCE
IN CUMBERLAND LAW JOURNAl...
(Under Act No. 587, approved May 16,1929), P. L,'17R4
COMMONWEA TJ TB OF PENNSYL V ANlA
ss.
COUNTY OF CUMBERT.~^ND
Lisa Marie Coyne, Esquire, Editor of the CumberJand Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of CnrHsle in me County and State aforesaid,
was established January 2, 1952. and designated by the local courts as the official legal
periodical fOT the publication of all legal notices, and has, since January 2, 1952~ been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed 1n the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
~ay13,20,27t2005
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of gencral circulation, and that he is not interested in the subject
matter of the aforesaid nOlice or advenisemcnt, and that all allegations in the foregoing
statements as to tin1e, plAce and character of publication are true.
",.,.--
Blal8del1. E, Robert, a/k/. Bclwucl
Robert BJa&adeU. dec'd.
Late of Lower Alletl Township.
Execu1.t1X: FNtnc:ct' It. Blaisdell.
S22~ Wil~on Lane, Apt. 4137,
Mccluu'lct:;b\,1rg. ~A 11055.
Allornc:y: Victor A.. Ncubaum. Ea-
quh"e. 42 S. DlJke St.. York. PA
1740 J.
SWORN TO AND SUBSCRIBED before me this
27 dayof Mav
SEAl
LOIS E. SNYDER. Notary Public
Cartis" Bofo, Cumberland County
My Commission Expires March 5. 2009
:. btla-is ..er
7/1/9') (jaz')
..
WILL OF E. ROBERT BLAISDELL
I, E. ROBERT BLAISDELL, of Dillsburg, York county,
Pennsylvania, revoke my prior wills and declare this to be my will:
ITEM I. Personal and Household Effects: I give all my
articles of personal or household use, including automobiles, and
all insurance on that property, to my wife, FRANCES E. BLAISDELL,
if she survives me by thirty (30) days. If she does not so survive
me, I give all such property and insurance to those persons that I
have specified on a separate list dated and signed by me. If any
of said property is not so bequeathed, or in the absence of such a
list, I give the said unbequeathed property to my wife's sister,
JEANNE ERRICKSON, to be distributed among family members at her
discretion. Any expenses incurred in safeguarding ahd delivering
such property shall be paid as administrative expenses of my
estate.
ITEM II. Marital Deduction Beauest: If my wife, FRANCES E.
BLAISDELL, survives me, I give to her, outright, the least amount
needed to reduce the federal estate tax falling due because of my
death to the lowest possible figure. In calculating that amount,
so that the largest possible balance can pass free of federal
estate tax to my residuary trust, (i) all other property which
qualifies for the marital deduction and (ii) all other deductions
Page 1 of 12 Pages.
. blais.. er
7/1/93 (jaz")
and credits shall be used first to the greatest extent that they
can reduce the tax. However, credits shall be used only to the
extent that their use will not increase the death taxes on my
estate.
ITEM III. Residuarv Trust: I give the residue of my estate,
real and personal, to my trustee IN TRUST to keep it invested, and
to make distributions as follows:
A. If my wife survives me, during her lifetime:
1. The net income shall be paid to her in quarterly
or more frequent installments;
2. As much of the principal as my trustee may from
time to time think desirable--taking into account funds
available from other sources--for the health, support,
and maintenance of my wife, either shall be paid to my
wife or shall be applied directly for those purposes.
B. Upon my wifers death if she survives me, or upon my
death if she should predecease me, the then-remaining
principal shall be distributed as follows:
\ 11' The sum of FIVE THOUSAND ($5,000.00) DOLLARS
shal'l/be distributed to my cousin, MARCIA BOWDOIN;
2. The sum of FIVE THOUSAND ($5,000.00) DOLLARS
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shall be distributed to my cousin, DUNBAR VAN DERVEERi
Page 2 of 12 Pages.
plais.. er
7/1/93 (jaz')'
3. The remainder thereof shall be divided into
twenty-nine (29) equal shares. I give said shares as
follows:
(a) FOUR (4) of said shares to be divided
equally between my wife's sister, JEANNE ERRICKSON,
and her husband, LOUIS ERRICKSON, or all FOUR (4)
shares to the survivor of them if one is not then
alive. If both of them are not then alive, their
shares shall be paid to their children in equal
shares, per stirpes.
(b) ONE (1) of said shares to PETER DIKRAN
BOYAJIAN, per stiroes.
(c) ONE (1) of said shares to ANDREW STEPHEN
BOYAJIAN, per stirpes.
(d) ONE (1) of said shares to my; wife's nephew,
GLENN S. ERRICKSON, per stirpes.
(e) ONE (1) of said shares to my wife's niece,
LESLIE E. SMART, per stirpes.
(f) ONE (1) of said shares to my wife's nephew,
NEIL C. ERRICKSON, per stirpes.
(9) ONE (1) of said shares to my wife's niece,
CLAUDIA E. KERN, per stirpes.
(h) ONE (1) of said shares to my wife's nephew,
TED D. ERRICKSON, ~ stiroes.
Page 3 of 12 Pages.
blais.er
7/1/9'3' (j az')
(i) FOUR (4) of said shares to be divided
between my wife's brother, STEPHEN BRESETT, and his
wife, MARILYN BRESETT, or all FOUR (4) shares to the
survivor of them, if one is not then alive. If both
of them are not then alive, their shares shall be
paid to their children in equal shares, per stirpes.
(j) ONE (1) of said shares to my wife's niece,
DEBORAH B. WHELAN, per stirpes.
(k) TWO (2) of said shares to my wife's niece,
KAREN B. COMBS, per stirpes.
(1) ONE (1) of said shares to my wife's niece,
PAMELA B. FORTENBERRY, per stirpes.
(m) THREE (3) of said shares to my nephew,
EDWARD B. BALDWIN, per stirpes.
(n) THREE (3) of said shares to my niece,
DEBORAH B. CRAPARO, per stirpes.
(0) FOUR (4) of said shares to my son-in-law,
THOMAS W. BLANDING, if he shall be then alive.
If any of the assets shall not be distributable under this
Item due to the lack of a beneficiary surviving in a particular
class, his or her share(s) shall be distributed proportionately to
~
the survivors.
ITEM IV. Fundinq the Marital Deduction Beauest: No property
ineligible of the marital deduction shall be used to satisfy the
Page 4 of 12 Pages.
Qlais.er
7/1/9~(jaij
marital deduction bequest. property distributed in kind in
satisfaction of the marital deduction bequest shall have an
aggregate fair market value at the date or dates of distribution
amounting to no less than the amount of the pecuniary transfer, as
finally determined for federal estate tax purposes. Subject to the
foregoing and without regard to the effect upon .the size of the
residuary trust, my executor shall have absolute discretion in
selecting the property to be allocated to the marital deduction
bequest.
ITEM V. SurvivorshiD: My spouse shall be deemed to have
survived me if the order of our deaths is not clear.
ITEM VI. Death Taxes: Except as may otherwise be
\
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provided in my spouse's will or trust or in any other trust, all
federal state and other death taxes payable because of my death on
any property forming my gross estate for tax purposes, whether or
not it passes under this will, shall be paid out of the principal
of my probate estate so that the burden thereof falls on my
residuary estate. None of those taxes shall be charged against the
marital deduction bequest, any beneficiary, or any outside fund.
ITEM VII. Tax options: I authorize my executor to
exercise any options available in determining and paying death
taxes in my estate as my executor deems appropriate, without regard
Page 5 of 12 Pages.
bla'is .'er
7/1/9'3 (jaz")
to any effect upon the size of the marital deduction trust and
without requiring adjustments between income and principal.
ITEM VIII. Disclaimer: I remind my spouse (and my
spouse's executor, administrator, guardian or agent acting under a
power of attorney) that my spouse may disclaim any part or all of
any power or interest hereunder. In particular, it may be
desirable for her to disclaim a portion of the marital deduction
bequest. A disclaimed portion of the marital deduction trust shall
pass to the residuary trust, an~ be held as if my spouse were
living.
ITEM IX. Beneficiaries Under 21 or Disabled: If any
beneficiary under twenty one (21) years of age becom~s entitled to
any income or principal hereunder, or if any beneficiary who is, in
my trustee's opinion, disabled by advanced age, illness or other
cause becomes entitled to any income or principal hereunder:
A. As much of such income or principal as my
trustee may from time to time think desirable for that beneficiary
either shall be paid to him or her or shall be applied for his or
her benefit; and
B. The balance of such income and principal shall
be held as a separate trust for the beneficiary and, subject to my
trustee's power to pay to, or to apply for the benefit of, the
beneficiary both income and principal of such trust, shall--
Page 6 of 12 Pages.
. bla'is .Jer
7'/1/9'3 (jaz.)
together with any net income therefrom--be kept invested and paid,
as the case may be, to the beneficiary when he or she reaches
twenty one (21) years of age or becomes, in my trustee's opinion,
free of disability.
ITEM X. Earlv Endina of Trusts: Should the principal of
any trust herein provided for be or become too small, in my
trustee's sole discretion, so as to make establishment or
continuance of the trust inadvisable, my trustee may, without
further responsibility, terminate any trust under this will and pay
the then remaining principal and income of that trust to the person
then eligible to receive income therefrom or, if there is more than
one such person, to them in such amounts or proportions as my
trustee may think appropriate.
If any such person is a minor or
\
is, in my trustee's opinion disabled by advanced age, illness or
other cause, my trustee may pay any amount distributable to him or
her to his or her parent or guardian or to any person or
organization taking care of him or her or, in the case of a minor,
may deposit it in a savings account in the minor's name, payable to
him or her at majority. My trustee shall have no further
responsibility for funds so applied or deposited.
ITEM XI. Rights in Income: If a trust is funded from a
larger share, it shall be entitled to a proportionate amount of the
income from the time the trust is to begin until the actual
Page 7 of 12 Pages.
blais~er
7/1/93(jai)
funding. During that period income and principal may be
distributed directly to the beneficiaries, subject to the terms of
the trust. All income undistributed at a beneficiary's death shall
.
be treated as if it had accrued after his or her death.
ITEM XII. Protective provision: No interest in income
or principal shall be assignable by, or available to anyone having
a claim against, a beneficiary before actual payment to the
beneficiary.
ITEM XIII. Manaaement provisions: I authorize my
executor and my trustee:
A. To retain and to invest in all forms of real
and personal property, regardless of (i) any limitations imposed by
law on investments by executors or trustees, (ii) any principle of
law concerning delegation of investment responsibility by executors
or trustees or (iii) any principle of law concerning investment
diversification;
B. To compromise claims and to abandon any
property which, in my executor's or my trustee's opinion, is of
little or no value;
c. To borrow from anyone, even if the lender is an
executor or trustee hereunder, and to pledge property as security
for repayment of the funds borrowed;
D. To sell at public or private sale, to exchange
Page 8 of 12 Pages.
~lais.er
7/1/9"3 (jai)
or to lease for any period of time, any real or personal property,
and to give options for sales or leases;
E. To join in any merger, reorganization, voting-
trust plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
F. To allocate any property received or charge
incurred to principal or income or partly to each, without regard
to any law defining principal and income;
G. To distribute IN KIND and to allocate specific
assets among the beneficiaries (including any trust hereunder) in
such proportions as my executor or my trustee may think best, so
long as the total market value of any beneficiary's share is not
affected by such allocation.
H. To use administrative or other expenses of my
estate as income tax or estate tax deductions or both and to value
my estate for tax purposes by any optional method permitted by the
law in force when I die, without regard to whether they were paid
from principal or income, without requiring adjustments between
principal and income for any resulting effect on income or estate
taxes.
I. To join with my spouse in filing a joint income
tax return without requiring my spouse to indemnify my estate
against liability for the tax attributable to any income, and to
consent to any gifts made by my spouse being treated as having been
made one-half by me for the purpose of federal laws relating to
Page 9 of 12 Pages.
.blais. er
7/1/93 (jaij
gift tax;
provided that all decisions under this paragraph shall
be made by my corporate executor alone.
These authorities shall extend to all property at
any time held by my executor or my trustee and shall continue in
full force until the actual distribution of all such property. All
powers, authorities and discretion granted by this will shall be in
addition to those granted by law and shall be exercisable without
leave of court.
ITEM XIV. Additions: I and my wife and, with my
trustee's approval, anyone else may add to the principal of any of
the trusts by deed or by will or otherwise.
ITEM XV. Executors and Trustees: I appoint my wife,
FRANCES E. BLAISDELL, and PENNSYLVANIA NATIONAL BANK, co-executors
under this will. If my wife is unwilling or unable to so act, I
appoint PENNSYLVANIA NATIONAL BANK sole executor under this will.
I appoint PENNSYLVANIA NATIONAL BANK trustee under this will.
A. No executor or trustee who is a beneficiary
hereunder shall ever participate in (i) the exercise of, or
decision not to exercise, any discretion to pay income or principal
to, or to apply income or principal for the benefit of, any
beneficiary (including discretion to allocate funds among a group
of beneficiaries and discretion to accumulate income), (ii) the
determination whether a beneficiary is disabled, (iii) the decision
Page 10 of 12 Pages.
blais-.er
7/1/93(jaz)
to terminate any trust hereunder, (iv) the exercise of discretion
to allocate receipts or expenses between principal and income, (v)
decisions to exercise tax options or (vi) the selections of the
property to be allocated to the marital deduction bequest;
B. The term "executor" and "trustee" or any pronoun
used to indicate the executor, trustee, any other fiduciary or
beneficiary shall be deemed to apply to one or more than one person
or corporation and to the masculine, feminine or neuter gender as
the case may be.
C. Any individual executor or trustee may resign at
any time without court approval;
D. Any corporate executor and trustee shall receive
compensation in accordance with its standard schedule of fees in
effect while its services are performed; and
E. No executor or trustee shall be required to give
bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this, my last will, this b
day of JULY, 1993.
2t ~~;t ~~
E. ROBERT BLAISDELL
(SEAL)
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testator, as and for his last will, in the presence of us, who
Page 11 of 12 Pages.
· .brais. er
7/1/9'3 (jaz)
~
thereupon at his request, in his presence and in the presence of
each other, have hereunto
subscribed our names as witnesses.
72 ;? ~
t2 ~ ~ . ~ {)~ ~
~j l,C~ I~ I (,(1./ - r
,
Page 12 of 12 Pages.
· .blaie. er
7/1/9J'(jaz)
't.
.
COMMONWEALTH OF PENNSYLVANIA
)
( ss:
)
COUNTY OF DAUPHIN
~~lA~ I ~CJYtI - , and
~ , the testator and witnesses,
respecti ly, hose names are signed to the attached or foregoing
instrument, being first duly sworn do hereby declare to the
undersigned authority that the testator signed and executed the
instrument as his last will and that he had signed willingly and
that he executed it as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence
and hearing of the testator, signed the will as witness and that to
the best of our knowledge, the testator was at that time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
3 teL tf)-
witness
SUBSCRIBED, sworn to or affirmed, and acknowledged before
me by the above-nam~.testator and by the witnesses whose names
appear above on ~y (p , 1993.
1vw,t ( t~"
Public
Notsri..1I Seal
Stephanie l. Gaffe;'. Notary PtbIic
Harrislx.ng, i:>at.lPHn COunty
My Commission Exp.oo Sap. 26. 1994
Member, Pennsylvania AssodaIion of NoIarios
........, _aa.. _-..:.~.:~'L.'"-:~'''''
~
_~ ...,,~~i,. '>'
'-..~ '~'..
~
,::;
CODICIL
I, E. Robert Blaisdell, or UiIIsburg, York County, Pennsylvania, hereby declare this
to be my sole codicil to my Last Will.
ITEM 1. Item III B. of my Will is hereby modified by removing paragraphs 1 and 2 >
of said Item III B. The remaining provisions of Item III D. shall remain in effect.
ITEM II. In all other respects, I ratify and affirm the terms of my aforesaid Will.
IN WITNESS WHEREOF, I have set my hand and seal the 2. ~ day of J..., "f
1998.
, , " }
.r 'Ll 1: ,-I 'L"'I/ '.uk 1.1
( --' I ,f\.;() ~J Ii L;t.:.:..cl,L' qj
E. ROBERT BLAISDELL
SIGNED, SEALED, PUBLISHED, and DECLARED by the above testator, as and for the
sole codicil to his last will, in the presence of us, who thereupon at his request, in his presence and
in the presence of each other, have hereunto subscribed our names as wi
;:
12-
/}l ( ~~
r" %)
<, { ~
~P'
T;;;>..<;.~
.....................".,
. . j/'
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~:'.
~~ ~~;~
, ;'!.T'........~.;;~~.N',.~.......~.........I~~'......'" '.'.~.,I.'.-" ,'.....;........-,,<..,...._p~,
tll
,"'F~k
COMMONWEALTH OF PENNSYLVANIA )
( SS:
COUNTY OF DAUPHIN
)
We, E. ROBERT BLAISDELL.
and
the testator and witnesses, respectively, whose names are signed to the
attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned
authority that the testator signed and executed the instrument as the sole codicil to his last will and
that he had signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed
the codicil as witness and that to the best of our knowledge, the testator was at that time eighteen
years of age or older, of sound mind and under no constraint or undue influence.
X E /e(l~r~ 7:itua/Jd20
E. ROBERT BLAISDELL
1,,- '.> l c~ -\,.ll r ':~ '- 'j I',.) -)
Witness
vJ,. \ \ A'" S.h ,/...~
'7 '.; IV-7"
fr,'. v L IV!!/l1 ~ ~ I,~".;...L
/1'~? }~J
/ ~( ~,~
Witness y-/
SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the
above-named testator and by the witnesses whose names appear above on
1998.
Notary Public
2
I, E. Robert Blaisdell, of Dillsburg, York County, Pennsylvania, hereby declare
this to be the Second Codicil to my Last Will.
ITEM I. HetTI III B.3. of my Will is hereby modified by changing
"twenty-nine (29)" in the introductory clause to "twenty-five (25)". Item III B.(o) is
hereby deleted in its entirety. The remaining provisions of Item III B. shall remain in
effect.
ITEM II. In all other respects, I ratify and affirm the terms of my aforesaid Will.
IN WITNESS WHEREOF, I have set my hand and seal the tf ;tel day of
rl (( 111 J f,. ,1999.
J
6: ~~1 25f~dP.RJL
E. ROBERT BLAISDELL :
SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator,
as and for the Second Codicil to his Last Will, in the presence of us, who thereupon at his
request, in his presence and in the presence of each other, have hereunto subscribed our
names as witnesses.
,d4~::J~
~cf'1 ~~J
Residing at
fYtu /n M.
L Ydt. r(/(I A) rb.k ~ /LIt/! I..M 7 cJ
..loa- ,A4lYL J
:5cJ....yl)"n... ~k ,~/2 ~7tJ
Residing at
,..;~,',;<-:........
..' .~f:":';'~.~"..l~.~' .....
. . :::;:;/~'
. . ~
STATE OF PENNSYLVANIA
)
)
)
SS:
COUNTY OF YORK
We, E. ROBERT BLAISDELL,
Dol!.v 01 "
6A~"'1
and \/ I ({17/AJ,/t C J'tol P61.: LI...- ,the Testator and the witnesses, respectively,
whose names are signed to the attached or foregoing instrument, being fIrst duly sworn,
do hereby declare to the undersigned authority that the Testator signed and executed the
instrument as the' Second Codicil to his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the Testator, signed the Second
Codicil to his Last Will as witnesses and that to the best of our knowledge, the Testator
was at that time eighteen years of age or older, of sound mind and under no constraint or
undue influence.
~f!'~
A; 'A~, J- . .
E. ROBERT BLAISDELL
~~
Witness y----
SUBSCRIBED, sworn to or affirmed and acknowledged before mq by the
Testator, and by the witnesses whose names appear above, this day
~
, 1999.
(Notarial Seal)
MARGARET C WOOD
Notary Public, State of New York
No.01W04641103
Qualified in E$S8)( County
Commission Expires July 31, 2O.lQ
TPG:mch
185773
Jul, lZ, 1999
. -------",
CODICIL
I, E. ROBERT BLAISDELl..." of Dillshurg Borough, York County, Pennsylvania, declare
this to be the Second Codicil to my Last Will and Testament, dated July 6, 1993.
ITEM I:
I hereby revoke the first paragraph of ITEM XV in its entirety and substitute
the following:
I nominate and appoint my wife, FRANCES E. BLAISDELL, as Executrix of this,
my Will. In the event that she is unable or unwilling to serve as Executrix, I
nominate and appoint RICHARD BOY AJJAN as Executor. I direct that my
Executrix, or her successor, shall not be required to give bond. If, notwithstanding
this direction, any bond is required by law, either by statute or by ruling of court, I
direct no security be required thereon. I appoint the CITIZENS BANK as Trustee
under this Will.
ITEM 2: ,In all other respects, I hereby ratify, confirm and republish my Last Will and
\
Testament dated July 6, 1993, and my First Codicil, dated June 25, 1998, together with this Second
Codicil as and for my Last Will and Testament.
IN WITNESS WIIEREOF, I have hereunto set my hand and seal to this my Second
Codicil to my Last Will and Testament, this .~
day of
!i1/VJ?#
,2004.
1-_- ,
, ~ I.i .-,', II,
X [i I- 't1'~1 (:,1 ,~)/f)dJl.u:J
E. Robert Blaisdell
SIGNED, SEALED, PUBLISHED AND DECLARED by E. ROBERT BLAISDELL,
the above named Testator, as and for the Second Codicil to his last Will and Testament dated July
6, 1993, in the presence of us, who, in his presence, and in the presence of each other, have hereunto
subscribed our names as witnesses.
NAME
ADDRESS
.e '? 7J ~Jj/;~~ ~Pt7
if:;. fthfil {ME ST: YOIL(L.{J4 /7LjO/
See Instructions on Cover Page
INVENTORY
ESTATE OF
E. a:>bert Blaisdell, a/k/a
Etlward R:>bert Blaisdell
Late of IDwer Allen Township
}NO.
Deceased.
,20_
2l-05-0297
AFFIDAVIT OF PERSONAL REPRESENTATIVES
-...,~.1
GrnmmnnlUealtlJ nf Jennuyluania. }
US.
<<nunty of lork.
Personally appeared before me, a Notary Public
Frances E. Blaisdell
in and f~said County,
who being duly sworn according to law, say S that the within Inventory of the personal property
and real estate which were of E. Rorert Blaisdell, a/k/a Edward R:>bert Blaisdell , late of
r~ Allen Township
knowledge, information and belief.
~rn ft and subscribed to before me
th~.(l~'~ JdiWu A.D., 20 O~
.COMMONWEAlTH Of PENNSYlVANIA
Deceased, is true and correct to the best of
her
._~~ft~ r. 1'/ ;(JIA~~U. ~f.,t;;"I/
Frances E. Blaisdell, ExecutrlX
"OTARIAl SEAl
PAUUNE E. GePM. NOTARY PUBlIC
CITY OF YORK, YORK COUNTY
MY COMMISSION EXPIRES DEC. 3, 2005
o e persona prope an rea es ate situate in the Commonwealth, which were of
Edward Robert Blaisdell
INVENTORY
, late of
E. RoOOrt Blaisdell, a/k/a
in the County~lal
taken and made in conformity with the above deposition under Section 3301 and following of the P-E-F Code.
PERSONAL PROPERTY
DOLLARS CENTS
1.
$ 2,002
13,174
4,956
38
88
50
. , .
170 Shares lblsanto Co. (n)N) at $6. 455/Share
26,894 12
9,448 00
23,449 70
-:30~~
1 ., .~a on
,
15~22 50
9,597 35
7. 100 Shares International Bus. Machine (TIM) at $94. 48/S.hare
8. 617 Shares J. P. M:>>:-gan & Chase Co. (JR.1) at $38.. 006/Share
9. 5~88 Shares Incent Technologies (W) at $3.595/Sba:re
3. 267 Shares NCR Coxp. (OCR) at $67. 82/Share $ 18,107 94
4. 880 Shares Rockwell Autcm3.tion (ROK) at $55. 165/Share 48,545 20
5. 56 Shares Raytheon (RIN) at $36. 73/Share 2,057 16
s
8. 907 Shares Wachovia Cb . (WE) at $52. 095/Share 47,250 17
9. 3676.043 Shares Van Kampen Tax Exanpt (AC'IGX) at $10. 76/Share 39,554 22
O. 23040 Shares General Electric (GE) at $35. 525/Share 818,496 00
e
33,256 82
l_ _ ___ L
L___~_ . _
l [-- ----
L---- [-------
1---- - --
[_ _ r-=--
L - [ ~~~
L F --
l r~~~-~
1-. - -. . - -.-.-
- -
_~J_
r----
----- -- -
- ..-- - -.--
TOTAL
$l,286,984.92
RF=AI F=~TATF= ~ITIIATF=n IN T~F= ~()lAM()J\lW~AI TI-4
.
REAL ESTATE OUTSIDE OF THE COMMONWEALTH
None
, iJ~~;t).~~,..:~'~
.
.
..it ., ./ ' .........
, , INSTRUCTIONS
._ J: . ., r.~ J
1. This form is drafted to meet the requirements of Sections 3301-3305 of the P-E-F Code.
. "z -J ~ '~",:-. .~.. " '. -.. " , .' I _. ... . "'..
2. S~,~tion3~.Ql. ~ to.th.e I)ec~ssity forJilingSupplementaLInventory of after-discovered property.
. 3. Real EState~itUate iriywh~re in the Commonwealth must be appraised but need not be described by metes and bounds. See
Section, ~39J.(a). ,~'. ., . "
4. Real 'EState situate outside of1he'ComInonwealth'shallbe'scheduled but not appraised. Section 330l(b).
5. A~dditjo~al sh~et~ m;; be insert~d where space is found insufficient.
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::T
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 21-05-00297
Estate of EDWARD ROBERT BLAISDELL, Deceased
Late of LOWER ALLEN Township
FIRST AND FINAL ACCOUNT OF
FRANCES E. BLAISDELL, EXECUTRIX
-.
Date of Death:
Letters Granted: .
Advertisement of Grant of Letters:
Cumberland Law Journal-
Dillsburg Banner-
January 18, 2005
March 31, 2005
April 28, 2005
Account Stated to:
July 27, 2007
SUMMARY & INDEX
Paaes
PRINCIPAL
Receipts
Gain on Conversions
1
2-3
Less Disbursements
4
Principal Balance Remaining
INCOME
Receipts
Less Disbursements
5-6
6
Income Balance Remaining
Combined Balance Remaining
COMPOSITION OF NET BALANCES
PrinciDal
3676.043 shs. Van Kampen High Yield Municipal Fund
275 shs. Amgen, Inc.
11500 shs. General Electric Co.
100 shs. IBM Corp.
500 shs. Merck & Co., Inc.
880 shs. Rockwell Automation
Money Market Fund
Income
Money Market Fund
PRINCIPAL RECEIPTS
Per PA Inheritance Tax Return
Subseauent Receiots
08/12/05 100 shs. IBM Corp
10/20/06 Proceeds 308 shs. Skyworks Solutions, Inc.
10/23/06 Proceeds.9 sh. Vector Group Ltd.
11/3/2006 Proceeds 18 shs. Vector Group Ltd.
12/11/2006 63 shs. Ladenburg Thalmann Financial
12/19/2006 Cash in lieu of fractional shares Ladenburg Thalmann Financial
6/20/2007 Proceeds 880 shs. Conexant Systems, Inc.
Adiustments to Account Values
Mathematical error on Schedule B, Stocks & Bonds
Total Principal Receipts
1
1,299,892.38
4,528.96
1,304,421.34
80,329.41
94,390.30
5,125.70
1,224,091.93
89,264.60
$ 1,313,356.53
C)
,~~~
;,.1...0
. : :~iJ lfJ
JQ~)
~cj ~ Tl
:::0 -,
~
-0
-,:.
-,.
~
I'\.)
+:-
t'o...)
c::>
<.::::l
-.J
L-
c:::
r--
N
-..J
~ ,; C~~;
-..r;
Market Value
3-Jul-07
Cost Basis
40,473.23
15,177.25
445,050.00
10,658.00
24,915.00
62,216.00
684,949.13
$ 1,283,438.61
39,554.22
17,535.38
408,537.50
9,448.00
15,522.50
48,545.20
684,949.13
$ 1,224,091.93
$ 89,264.60
$
89,264.60
9,448.00
2,085.56
17.10
294.64
73.71
1.07
987.14
0.04
1,266,984.92
12,907.46
$ 1 ,299,892.38
PRINCIPAL CONVERSIONS INTO CASH
Gain Loss
06/20/05 .1 sh. Agere Systems, Inc.
Proceeds 1.27
Inventoried at 1.38
0.11
07/12/05 145 shs. Agere Systems, Inc.
Proceeds 1,679.02
Inventoried at 2.001.00
321.98
07/12/05 170 shs. Monsanto Co.
Proceeds 10,362.76
I nventoried at 9,597.35
07/12/05 534 shs. NCR Corp
Proceeds 18,833.73
Inventoried at 18,107.94
725.79
07/12/05 239 shs. Alltel Corp
Proceeds 15,118.50
Inventoried at 13,174.88
1,943.62
07/12/05 100 shs. Ameren Corp.
Proceeds 5,513.76
Inventoried at 4,956.50
557.26
07/12/05 100 shs. IBM Corp.
Proceeds 7,654.67
Inventoried at 9,448.00
1,793.33
07/12/05 1000 shs. Sprint Corp Fon Group
Proceeds 24,989.97
Inventoried at 23,885.00
1,104.97
07/12/05 5488 shs. Lucent Technologies, Inc.
Proceeds 15,640.13
Inventoried at 19,729.36
4,089.23
07/13/05 1632 shs. General Motors Corp.
Proceeds 55,344.12
I nventoried at 60,000.48
4,656.36
2
07/13/05 617 shs. JP Morgan Chase & Co.
Proceeds 21,526.22
I nventoried at 23,449.70
1,923.48
07/13/05 600 shs. Mellon Financial Corp
Proceeds 17,249.27
Inventoried at 17,829.00
579.73
07/13/05 907 shs. Wachovia Corp.
Proceeds 45,520.42
Inventoried at 47,250.17
1,729.75
07/13/05 327 shs. HSBC Holdings PLC Sp. ADR
Proceeds 25,972.52
Inventoried at 26,894.12
921.60
08/01/05 11540 shs. General Electric Co.
Proceeds 400,421.23
Inventoried at 409,958.50
9,537.27
08/14/06 56 shs. Raytheon Co.
Proceeds 2,504.24
Inventoried at 2,057.16
447.08
02/06/07 63 shs. Ladenburg Thalmann Financial
Proceeds 110.24
Inventoried at 73.71
36.53
2/6/2007 880 shs. Rockwell Collins
Proceeds 60,165.51
Inventoried at 35,692.80
24,472.71
2/6/2007 18 shs. Vector Group Ltd.
Proceeds 323.27
I nventoried at 294.84
28.43
Totals $ 30,081.80 $ 25,552.84
Net Gain on Conversions $ 4,528.96
3
PRINCIPAL DISBURSEMENTS
06/13/05 Register of Wills, Short Certificates
07/07/05 Malone & Neubaum, legal seNices
07/13/05 Vital Records, Death Certificates
07/21/05 Frances E. Blaisdell, Executrix Commission
Victor A. Neubaum, one half attorney commission
08/25/05 Register of Wills, Short Certificate
10/17/05 Malone & Neubaum, balance attorney commission
04/11/06 PA Dept. of Revenue, PA Fiduciary Income Tax
08/30/06 American Stock Transfer & Trust, replacement fee New Valley Corp. stock
09/14/06 Register of Wills, Short Certificates
11/28/06 Register of Wills, Short Certificate
04/10/07 Internal Revenue Service, Fiduciary Income Tax due E. Robert Blaisdell Estate
PA Dept. of Revenue, Fiduciary Income Tax due E. Robert Blaisdell Estate
05/04/07 Register of Wills, Short Certificate
06/28/07 Register of Wills, Short Certificates
ReseNed:
Manufacturers and Traders Trust Co., Agent Fee
Closing and Filing Costs
Total Principal Disbursements
PRINCIPAL CAPITAL CHANGES
Aaere Systems. Inc
OS/20/05 1451 shs. Inventoried at
06/01/05 1451 shs. 1 for 10 Reverse Split
o
06/01/05 145.1 sh. Received 1 for 10 Reverse Split
145.1 shs.
06/20/05 .1 sh. Sold
145 shs.
07/12/05 145 shs. Sold
o
4
12.00
1,097.85
45.00
37,319.56
12,000.00
4.00
12,000.00
593.00
40.00
8.00
4.00
9,779.00
1,415.00
4.00
8.00
5,000.00
1,000.00
$
80,329.41
$
2,002.38
.00
2,002.38
.00
2,002.38
1.38
2,001.00
2,001.00
.00
INCOME RECEIPTS
06/10/05 Dividend, General Motors Corp.
Money Market Interest, American Express Acct.
06/15/05 Dividend, Wachovia Corp.
06/30/05 Dividend, Ameren Corp.
Dividend, Sprint Corp Fon Group
07/01/05 Dividend, Merck & Co., Inc.
07/05/05 Dividend, Alltel Corp.
07/06/05 Dividend, HSBC Holdings PLC Sp. ADR
07/29/05 Dividend, Monsanto Co.
08/01/05 Dividend, JP Morgan Chase & Co.
09/06/05 Dividend, Rockwell Automation, Inc.
09/12/05 Dividend, IBM Corp.
10/03/05 Dividend, Merck & Co., Inc.
10/25/05 Dividend, General Electric co.
10/26/05 Money Market Interest, American Enterprise Investment Services, Inc.
12/05/05 Dividend, Rockwell Automation, Inc.
Dividend, Rockwell Collins
12/12/05 Dividend, IBM Corp.
01/03/06 Dividend, Merck & Co., Inc.
01/25/06 Dividend, General Electric Co.
03/06/06 Dividend, Rockwell Automation, Inc.
Dividend, Rockwell Collins
03/10/06 Dividend, IBM Corp.
04/03/06 Dividend, Merck & Co., Inc.
04/25/06 Dividend, General Electric Co.
05/09/06 Dividend, Raytheon Co.
06/05/06 Dividend, Rockwell Automation, Inc.
Dividend, Rockwell Collins
06/12/06 Dividend, IBM Corp.
07/03/06 Dividend, Merck & Co., Inc.
07/25/06 Dividend, General Electric Co.
08/14/06 Dividend, Raytheon Co.
09/05/06 Dividend, Rockwell Automation, Inc.
09/05/06 Dividend, Rockwell Collins
09/11/06 Dividend, IBM Corp.
10/02/06 Dividend, Merck & Co., Inc.
10/25/06 Dividend, General Electric co.
11/28/06 Dividend, Vector Group, Ltd.
12/04/06 Dividend, Rockwell Automation, Inc.
Dividend, Rockwell Collins
12/11/06 Dividend, IBM Corp.
12/28/06 Dividend, Vector Group, Ltd.
01/02107 Dividend, Merck & Co., Inc.
01/25/07 Dividend, General Electric co.
816.00
3,464.67
417.22
63.50
125.00
190.00
90.82
228.90
28.90
209.78
198.00
20.00
190.00
2,530.00
1,204.51
198.00
105.60
20.00
190.00
2,875.00
198.00
105.60
20.00
190.00
2,875.00
13.44
198.00
140.80
30.00
190.00
2,875.00
13.44
198.00
140.80
30.00
190.00
2,875.00
28.80
255.20
140.80
30.00
7.20
190.00
3,220.00
5
03/12/07 Dividend, IBM Corp.
Dividend, Rockwell Automation, Inc.
04/02107 Dividend, Merck & Co., Inc.
04/25/07 Dividend, General Electric co.
06/04/07 Dividend, Rockwell Automation, Inc.
06/11/07 Dividend, IBM Corp.
07/02/07 Dividend, Merck & Co., Inc.
Dividends, Van Kampen High Yield Municipal Fund 8-5-05 to 7/2/07
Dividends, Money Market Fund 7-1-05 to 7/2/07
30.00
255.20
190.00
3,220.00
255.20
40.00
190.00
3,689.54
59,199.38
Total Income Receipts
$
94,390.30
INCOME DISBURSEMENTS
Manufacturers and Traders Trust Co., income commission
$
5,125.70
~ ~A.~"'./ ~. X3--L.~ ..,.d~ ~ -
Frances E. Blaisdell
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Frances E. Blaisdell, being duly sworn according to law, depose and says that the foregoing Account,
both as to the items of charge and discharge, are just and true to the best of her knowledge and belief.
.J5l~~.~--d!. --oJ-P~~.el4.~
Frances E.Blaisdell
Sworn to and Subscribed before me
thiSpfC,+'" day of July 2007.
COMMONW :r f P
NocuW Seal
~A.~~~
~~'U03s
~ 1iJ....., a.. --:;:(. t:.#o....... do..,....,
Notary Public
Member, Pennsylvania Association of Notaries
6
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF EDWARD ROBERT BLAISDELL, LATE OF LOWER ALLEN TOWNSHIP
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for distribution as per First and Final Account
tiled July 27,2007
$1,313,356.53
DISTRIBUTION
Manufacturers and Traders Trust Company, Successor
Trustee under Will of E. Robert Blaisdell a/kla Edward Robert Blaisdell
dated July 6, 1993 for the benefit of Frances E. Blaisdell, wife
as per Executrix's Appointment of Trustee
Market Value
3-Jul-07
Cost Basis
3676.043 shs. Van Kampen High Yield Municipal Fund
275 shs. Amgen, Inc.
11500 shs. General Electric Co.
100 shs. IBM Corp.
500 shs. Merck & Co., Inc.
880 shs. Rockwell Automation
Principal Cash
Income Cash
40,473.23
15,177.25
445,050.00
10,658.00
24,915.00
62,216.00
684,949.13
89,264.60
39,554.22
17,535.38
408,537.50
9,448.00
15,522.50
48,545.20
684,949.13
89,264.60
$1,372,703.21
$ 1,313,356.53
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
E. Robert Blaisdell, late of Lower Allen Township, Cumberland County, Pennsylvania.
z..--- ,,~~ L'. 'd1~l~~.UL
Frances E. Blaisdell
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Frances E. Blaisdell, being duly sworn according to law, deposes and says that the facts set forth
in the Statement of the Reasons for the Proposed Distribution are true and correct.
~~..~-L. ~/_~-Jj ~~~
Frances E. Blaisdell
Sworn to and Subscribed before me
this ,!J.r;I"day of July 2~
~~~a ~'~~ao'"YI
Notary Public
p
Nota'W Sell
L~ A. R.icbIrdIoa, ~ Public
~ Bum, CumberIInd eo.tY
My Coinmiaion BxpiIa Feb. ~ 2001
Member. Pennsytvenla Assodaion of .....
1
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEAL TH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough ofCariisie in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
V1Z:
May 13,20, 27,2005
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
r--
Blalsdell, E. Robert, a/k/a Edward
Robert Blalsdell, dec'd.
Late of Lower Allert Township.
Executrix: Frances E. Blaisdell,
5225 Wilson Lane. Apt. 4137.
Mechanicsburg. PA 17055.
Attorney: Victor A. Neubaum. Es-
quire, 42 5. Duke St., York. PA
1740 1.
SWORN TO AND SUBSCRIBED before me this
27 day of Mav
AL SEAL
LOIS E. SNYDER. Notary Public
Carlisle 8oro. Cumberland County
My Commission Expires March 5. 2009
PROOF OF PUBLICATION
of Legal Advertisement in the
Dillsburg Banner
The Dillsburg Banner is the name of a newspaper of general
circulation established on March 10, 1987, and published con-
tinuously since that date, having its place of business at 3 I South
Baltimore Street, Dillsburg, Pennsylvania, 17019.
The printed copy of the advertisement hereto attached is a true
copy, exactly as printed and published, of an advertisement
printed in the l~egular issue(s) of the Dillsburg Banner
dated ~~ f/;79'-' .
'7~. . /~ h '. .
//<<//Ut vr~~
Marie Chomicki
Editor
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
Before me, the undersigned, a Notary Public in and for said
Commonwealth, personally came Marie Chomicki, who being
by me duly sworn, deposes and says that she is the Editor of the
Dillsburg Banner authorized to verify proofs of publication of
advertisements and notices publ ished in the Dillsburg Banner,
and has personal knowledge of the publication of the advertise-
ment or notice mentioned in the foregoing statement on the day
or days above stated and that the allegations in said statement
relative to the Dillsburg Banner are true according to the best of
her knowledge, information, and belief, and that she is not
interested, directly or indirectly, in the subject matter mentioned
in said advertisement or notice.
SWORN TO AND SUS$CRIBED
BEFORE ME THIS oJ;tI DAY f I / -11
OF f}?~ ,2005. ~/q'/I1d.-
- .,.,....,..-.,.,,......~.._-_.~-'........
1
I
EXECUTOR'S
NOTICE
ESTATE OFE. ROBERT
BLAISDELL, alkla ... Edward
Robert Blaisdell, Late of Lower
Allen Township, Cumberla~d
County, .. ... Pennsylvania,
deceased. .. Letters Testamentary
for. this e~tate were . granted to
the undersigned on M,arch. 31,
2005 All persons.. Indebted
thereto are requested to make
immediate payment and those
having claims or ,demands
against the same will present
them without del~y for. settle-
ment to the underSigned,
Frances E. Blaisdell
c/o Victor A. Neubaum
42 South Duke Street
York, PA 17401
Attorney for the Estate:
Victor A. Neubaum
42 South Duke Street
York,. PA.17401
4/28, 5/5,5/12
I
~lIen Township, Cumberl~~od
County, Pennsylvania,
deceased. Letters Testamentary
for this estate were granted to
the undersigned on M,arch 31,
2005. All persons Indebted
thereto are requested to make
immediate payment and those
having . claims or demands
against the same will present
them without delay for settle-
menno the undersigned:
Frances E. Blaisdell
c/o Victor A. Neubaum
42 South Duke Street
York, PA 17401
Attorney for the Estate:
Victor A. Neubaum
42 South Duke Street
York, PA 17401
4/28, ~, 5/12
..... i:lfJ(.;~~ c, OIi:lI~Uell
c/o Victor A. Neubaum
42 South Duke Street
York, PA 17401
Attorney for the Estate:
Victor A, Neubaum
42 South Duke Street
York, PA 17401
4/28, 5/5, 2!!.2
, .
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DMSION
IN RE: E. ROBERT BLAISDELL
alkla Edward Robert Blaisdell
Late of Lower Allen Township,
Cumberland County
: NO. 21-05-00297
CERTIFICATE OF NOTICE
I hereby certify that I have on this date served a NOTICE OF AUDIT, copies of which are
attached hereto, and a copy of The First and Final Account of Frances E. Blaisdell, Executrix for
the Estate ofE. Robert Blaisdell, a/kJaJ Edward Robert Blaisdell, late of Lower Allen Township,
deceased on the persons and in the manner indicated below.
SERVICE BY FIRST CLASS CERTIFIED MAa. POSTAGE PREPAID. ADDRESSED AS
FOLLOWS:
M & T Bank, Successor Trustee
Attn: Jane Burke
P.O. Box 220
One West High Street
Carlisle, P A 17013
Frances E. Blaisdell
5225 Wilson Lane, Apt. 4137
Mechanicsburg, P A 17055
MALONE & NEUBAUM
Date:
1-').1-0\
By: V~~. JiL-
Victor A. Neubaum, Esq.
42 South Duke Street
York, PA 17401
(717) 843-8001
S.I.D. # 29159
. .
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DMSION
IN RE: E. ROBERT BLAISDELL
. a/k/a Edward Robert Blaisdell
Late of Lower Allen Township,
Cumberland County
: NO. 21-05-00297
NOTICE OF AUDIT
To: Frances E. Blaisdell
5225 Wilson Lane, Apt. 4137
Mechanicsburg, PA 17055
The First and Final Account of Frances E. Blaisdell, Executrix for the Estate ofE. Robert
Blaisdell, aIkIaJ Edward Robert Blaisdell, late of Lower Allen Township, deceased, has been filed
with the Clerk of the Orphan's Court Division of the Court of Common Pleas of Cumberland
County, Pennsylvania and will be called for audit on August 28, 2007, at 9:30 A.M. in Courtroom
No.1, of the Cumberland County Courthouse, One Courthouse Square, Carlisle, P A 17013.
The court will be asked to approve the account as stated and to make awards in accordance
with the provisions of the Will ofE. Robert Blaisdell, alkJaJ Edward Robert Blaisdell. Copies of the
Account and the Petition for Adjudication are enclosed.
Questions which will be presented to the court involve the appointment of a successor trustee
under the Will to receive the distribution from the Estate.
It is not necessary that you or your counsel appear at the audit. However, if you have any
objections to any items in the account, of if you disagree with the position the accountant has taken
on any claim, it is necessary that you appear at the time and place above stated in person or by
counsel; otherwise, the court will assume you have no objection and may approve the account as
stated.
If you have any questions regarding the content of this letter, the account of the Executor or
the Will of E. Robert Blaisdell, aIkIa/ Edward Robert Blaisdell. deceased, please contact the
undersigned.
Victor A. Neubaum, Esq.
42 S. Duke Street
York, PA 17401
(717) 843-8001
Attorney for the Accountant
. .
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
IN RE: E. ROBERT BLAISDELL
a/kla Edward Robert Blaisdell
Late of Lower Allen Township,
Cumberland County
: NO. 21-05-00297
NOTICE OF AUDIT
To: M & T Bank, Successor Trustee
AUn: Jane Burke
P.O. Box 220
One West High Street
Carlisle, P A 17013
The First and Final Account of Frances E. Blaisdell, Executrix for the Estate ofE. Robert
Blaisdell, aJk/a/ Edward Robert Blaisdell, late of Lower Allen Township, deceased, has been filed
with the Clerk of the Orphan's Court Division of the Court of Common Pleas of Cumberland
County, Pennsylvania and will be called for audit on August 28, 2007, at 9:30 A.M. in Courtroom
No.1, of the Cumberland County Courthouse, One Courthouse Square, Carlisle, P A 17013.
The court will be asked to approve the account as stated and to make awards in accordance
with the provisions of the Will ofE. Robert Blaisdell, a/kIa/ Edward Robert Blaisdell. Copies of the
Account and the Petition for Adjudication are enclosed.
Questions which will be presented to the court involve the appointment of a successor trustee
under the Will to receive the distribution from the Estate.
It is not necessary that you or your counsel appear at the audit. However, if you have any
objections to any items in the account, of if you disagree with the position the accountant has taken
on any claim, it is necessary that you appear at the time and place above stated in person or by
counsel; otherwise, the court will assume you have no objection and may approve the account as
stated.
If you have any questions regarding the content of this letter, the account of the Executor or
the Will of E. Robert Blaisdell, a/kIa/ Edward Robert Blaisdell. deceased, please contact the
undersigned.
Victor A. Neubaum, Esq.
42 S. Duke Street
York, PA 17401
(717) 843-8001
Attorney for the Accountant
II
. II
· . 1 .. ,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT nMSION
IN RE: E. ROBERT BLAISDELL
aIkIa Edward Robert Blaisdell
Late of Lower Allen Township,
Cumberland County
: NO. 21-05-00297
EXECUTRIX'S APPOINTMENT OF TRUSTEE
In accordance with the applicable provisions of the Pennsylvania Uniform Trust Act, 20
Pa.C.S.A ~7764(c)(2), and pursuant to the attached forms of Consent furnished by the Trustee and
all qualified beneficiaries, I, the undersigned Executrix of the Estate ofE. Robert Blaisdell, a/kJaI
Edward Robert Blaisdell, late of Lower Allen Township, deceased hereby appoints Manufacturers
and Traders Trust Company to serve as Trustee in place of Citizens Bank, which has renounced it
right to so serve, and to administer the Testamentary Trust established under the Will ofE. Robert
Blaisdell, alkJaI Edward Robert Blaisdell, late of Lower Allen Township, deceased.
BY: ~5". V~
Date: '1- Jlo - 01
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DMSION
IN RE: E. ROBERT BLAISDELL
aIkIa Edward Robert Blaisdell
Late of Lower Allen Township,
Cumberland County
: NO. 21-05-00297
CONSENT BY BENEFICIARY TO APPOINTMENT OF MANUFACTURERS AND
TRADERS TRUST COMPANY
Whereas, Citizens Bank, has renounced its right to serve as Trustee under ITEM 1 of the
Codicil dated March 3, 2004 ofE. Robert Blaisdell, alklaI Edward Robert Blaisdell, late of Lower
Allen Township, deceased; and
Whereas, I am the sole qualified beneficiary of the aforementioned Trust; and
Whereas, I wish to avoid the time and expense of having a petition filed with the Orphan's
Court to have a new trustee appointed;
Now therefore, I hereby give my consent, pursuant to the provisions of 20 Pa.C.S.A.
~7764( c )(2) that Manufacturers and Traders Trust Company, with offices in Carlisle, Pennsylvania,
be appointed the new Trustee of the Trust established by the Will of E. Robert Blaisdell, alklaI
Edward Robert Blaisdell, late of Lower Allen Township, deceased.
BENEFICIARY
DATE: 1....JL,- 01
~z.'6~~
... .' .
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DMSION
IN RE: E. ROBERT BLAISDELL
a/kIa Edward Robert Blaisdell
Late of Lower Allen Township,
Cumberland County
: NO. 21-05-00297
CONSENT OF MANUFACTURERS AND TRADERS TRUST CO.
TO SERVE AS TRUSTEE
Whereas, Citizens Bank, has renounced its right to serve as Trustee under ITEM 1 of the
Codicil dated March 3, 2004 ofE. Robert Blaisdell, a/k/a/ Edward Robert Blaisdell, late of Lower
Allen Township, deceased; and
Whereas, the sole qualified beneficiary of the proposed trust has given her consent to the
Manufacturers and Traders Trust Co., to be appointed the new trustee;
Now therefore, Manufacturers and Traders Trust Company, with offices in Carlisle,
Pennsylvania, consents to being appointed the Trustee of the Testamentary Trust established under
ITEM 1 of the Codicil dated March 3, 2004 of the Will ofE. Robert Blaisdell, a/k/aI Edward Robert
Blaisdell, late of Lower Allen Township, deceased.
ATIEST: IJu..ud G .~
/ I
MANUFACTURERS AND TRADERS
TRUST COMPANY
~ji3WJ.k
Jane F. Burke
Vice President and Trust Officer
One West High Street
P.O. Box 220
Carlisle, P A 17013
DATE:
1- U-01
. ~ ...
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
IN RE: E. ROBERT BLAISDELL
aIkIa Edward Robert Blaisdell
Late of Lower Allen Township,
Cumberland County
: NO. 21-05-00297
DECREE
AND NOW, this day of . 2007, upon
consideration of the within Executrix Appointment of Trustee, Manufacturers & Traders Trust
Company is appointed Successor Trustee of the Trust under Item ill of the Will of E. Robert
Blaisdell, alk/aJ Edward Robert Blaisdell, late of Lower Allen Township, deceased, dated August
9, 1999.
Judge