HomeMy WebLinkAbout02-1183PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Flossie B. Vollmer
also known as
Deceased.
Social Security No. 286-38-9687
The petition of the undersigned respectfully represents that:
To:
in the
Your petitioner(s), who is/are 18 years of age or older an the executor
in the last will of the above decedent, dated Mav 12 named
and codicil(s) dated October 26, 1990 , 19 87
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
h er last family or principal residence at 71 Hillside Circleounty, Pennsylvania, with
East Penns r T
(list street, number and muncipality)
Decendent, then 102 years of age, died December 17 , ~9~ 2002
at_ 71 Hillside Circle. Camas Hill EaGr PPn„~t, Town ~, PA
Except as follows, decedent dtd not marry, was not dtvorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as fallows:
(If domiciled in Pa.) All personal property $ 100, 000
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania
situated as follows: $
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
theion. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
/,
.>
v j~~~
v .-.
~~
x~
vo
^ 'a
~~
~a
a~ w
7 O
tQ
C
00
V]
Philip B. Vollmer
2935 Lincoln St. '
Camp Hill PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF Cumberland ~ S3
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well aye' r ly/ adminis,~er the estate ~ajcco~rding to law.
Sworn to or affirmed and subscribed U ~ ~ ~ .; ~~C~/~-
efore me this _~~~ day of ili V ~
cem e 9 200 ~
_ Q
/~J /~C~~JitL.ey ~
eg ster 1
~? //~-
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
No. a l - a~ - ~~83 _
Estate of Flossie B. Vollmer ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW h~ 2002, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me, 1990 (codicil)
May 12, 1987 (will) & October 26,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of -
Flossie B. Vollmer -'
and Letters Testamentar
are hereby granted to Phili B. Vollmer
~ri.~ ~ / lr7 ~I`.ty
Register of Wi1Is~~~~
FEES
ro a~e,~Letters, Etc. ...... ...
Short Certtficates(5) . • • • ... ... ~ 15 00
X- (J~a e s
Renunciation ............. °°
... 5 ~
JC.P $ lO4c~'_
TOTAL ~~~-°
Filed ~~~~ . ~ 1... 2sx ~.-....... .
Bridget M. Whitler ~~33580Z__
ATTORNEY (Sup. Ct. LD. NoJ
Keefer Wood Allen & Rahal, LLP.
210 Walnut Street, Harrisburg, PA 17101
ADDRESS
(717) 255-8027
PHONE
1
r,
"~`i~~# tXX ~~~ C`~es~nte~#
.a~#
FLOSSIE B. VOLLMER
I, FLOSSIE B. VOLLMER, of Cumberland County, Pennsylvania, do make,
publish and declare this to be my Last Will and Testament, hereby revoking all
Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes may be payable
by my estate or by any recipient of any property, shall be paid by the Executor
out of the property passing under ITEM V of this Will, as an expense and cost
of administration of my estate. The Executor shall have no duty or obligation
to obtain reimbursement for any such tax so paid, even though on proceeds of
insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the property passing under this
Will as an expense and cost of administration of my estate..
ITEM III: I give and bequeath the sum of FIVE THOUSAND
DOLLARS ($5,000.00) to the VOLLMER NURSING SCHOLARSHIP FUND at Fairview
General Hospital, Cleveland, Ohio.
ITEM IV; I give and bequeath to my son, PHILIP B.
VOLLMER, of Camp Hill, Pennslvania, absolutely and in fee simple, all of my
household furniture and furnishings, books, pictures, jewelry, silverware,
automobiles, wearing apparel and all other articles of household or personal
use or adornment and all policies of insurance thereon. If my said son
predeceases me, I give and devise said property to my daughter-in-law,
KATHRYN VOLLMER. If both my said son and my said daughter-in-law predecease
me, I make such bequest to their children, in equal shares, per stirpes. Such
property shall be divided among them as they agree. Should there be no agreement,
Page 1 7, ~ ~ f
such property shall be divided among them by the Executor in as nearly equal
portions as is deemed practical in the sole discretion of the Executor, having
due regard to the personal preferences of such children..
ITEM V: I devise and bequeath all the rest, residue
and remainder of my e~tat~ ~~~" whatsoever nature and wherever situate, together
with any insurance policies thereon, as follows:
(a) SIXTY PERCENT (60%) to my son, PHILIP B. VOLLMER, of Camp
Hill, Pennsylvania;
(b) TEN PERCENT (10%) to my grandson, PHILIP VOLLMER, of Camp
Hill, Pennsylvania;
(c) TEN PERCENT (10%) to my grandson, RICHARD 0. VOLLMER, of
Camp Hill, Pennsylvania;
(d) TEN PERCENT (10%) to my granddaughter, NANCY ANN VOLLMER,
of Camp Hill, Pennsylvania; and
(e) TEN PERCENT (10%) to my granddaughter, REBECCA VOLLMER,
of Camp Hill, Pennsylvania-.
If mY son, PHILIP B. VOLLMER, should predecease me, I devise and
bequeath his share to my daughter-in-law, KATHRYN VOLLMER, of Camp Hill,
Pennsylvania. In the event that both PHILIP B. VOLLMER and KATHRYN VOLLMER
predecease me, I devise and bequeath their share to my grandchildren, per
stirpes.
In the event any of my grandchildren should predecease me and leave
no issue, said share shall be divided equally among the other living grandchildren-.
Page 2 ~. ~,
In the event issue survives the deceased grandchildren, said living issue
shall take the deceased grandchild's share, per stirpes.
If any beneficiary under this Will has not attained the age of thirty
(30) years at the time of my death, his or her share shall be held IN TRUST by
my son, PHILIP B. VOLLMER, as Trustee, until such beneficiary attains the age
of thirty (30) years, at which time my Trustee shall distribute to such issue
his or her share of my residuary estate. In the event PHILIP B. VOLLMER cannot
act as Trustee, I hereby appoint my daughter-in-law, KATHRYN VOLLr1ER, to so act.
If both PHILIP B,. VOLLMER and KATHRYN VOLLMER predecease me or cannot act or
continue to act for any reason, I appoint my attorney, BARBARA SUMPLE-SULLIVAN,
New Cumberland, Pennsylvania, to act in their place. If the said BARBARA
SUMPLE-SULLIVAN cannot act or chooses not to serve in this capacity, I
appoint CCNB Bank, N:.A-. to act in her place .•
Should my son, PHILIP B. VOLLMER, and my daughter-in-law, KATHRYN
VOLLMER, and all their children and issue predecease me, I devise and bequeath
all the rest, residue and remainder of my estate of whatever nature and wherever
situate, together with any insurance policies thereon, to be divided into equal
shares and distributed as follows:
(a) One share to my nephew, JAMES J.. BLIZARD, 3705 Ridgemont
Way, Bellingham, Washington.
(b) One share to the VOLLMER NURSING SCHOLARSHIP FUND, for
Nursing Education at Fairview General Hospital, Cleveland, Ohio.
(c) One share to the FAIRVIEW GENERAL HOSPITAL ENDOWMENT FUND,
Fairview General Hospital, Cleveland, Ohio.
Page 3 ~ !~_ V
(d) One share to my sister, RITA BLIZARD, 229 St. Helens Avenue
Apt. 14, Tacoma, Washington.
ITEM VI: In the settlement of my estate, the
Executor and Trustee shall possess, among others, the following powers:
(a) To retain any investments I may have at my death, as long
as the Executor and Trustee may deem it advisable to my estate to do so;
(b) To sell either at private or public sale and upon such terms
and conditions as the Executor and Trustee may deem advantageous to the
estate, any or all real or personal property or interest therein owned by
the estate;
(c) To pay all costs, taxes, expenses and charges in connection
with the administration of my estate;
(d) To compromise controversies; and
(e) To do all other acts in the Executor's and Trustee's judgment
deemed necessary or desirable for the proper and advantageous management,
investment and distribution of the Estate.
ITEM VII: Any person who shall have died at the
same time as I shall have, or in a common disaster with me, or under circum-
stances that the order of our deaths cannot be established by proof, or
within thirty (30) days of my death, shall be deemed to have predeceased me.
ITEM VIII: I hereby nominate, constitute and appoint
my son, PHILIP B. VOLLMER, to be the Executor of my Estate. I hereby nominate,
Page 4 ~"
-~.~U,
constitute and appoint my daughter-in-law, KATHRYN VOLLMER, to be the Alternate
Executrix of my Estate in the event my said son, PHILIP B. VOLLMER, cannot act
or refuses to act as Executor. The Executor is specifically relieved from the
duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will
and Testament, consisting of this and the preceding four (4) pages, at the end
of each page of which I have also set my initials for greater security and
better identification this ~~ day of 1987.
-_~~~B~.L.1 ~~ (SEAL )
FLOSSIE B. VOLLMER
We, the undersigned, hereby certify that the foregoing Will was signed,
sealed, published and declared by the above-named Testatrix as and for her Last
Will and Testament, in the presence of us, who, at her request and in her
presence and in the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that at the time of
the execution thereof, the said Testatrix was of sound and disposing mind and
{SEAL) Residing at ~ ~ ~~ /~--~y\
(SEAL) .Residing at ~ ~~~~~ /~~
---- ---~
(SEAL) Residing at ~/K.
i ~~
ACKNOWT,EDGEMENT
COMMONWEALTH OF PENNSYLVANIA .
. SS.
COUNTY OF ~~~~-~~-~--, ,
I, FLOSSIE B. VOLLMER, Testatrix, 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 and
Testament; that I signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
`i ~ t/L~~o R L~~_....r~i (SEAL )
FLOSSIE B. ~OLLMER
Sworn to and subscribed
before me this ~a.~ day
of ~i'1~ 1987.
NOTARY UBLIC
My Commission Expires:
(SEAL)
ltMt3A J. O1SEN. NOTARY PU3UC
HARRlS3URl':, OAJPHlN COp~lTY
MY COtdl~lSSlON ExPlRES SF!'T. 8. ?9$8
Member, Pennsylvania a~soci;;t,'on o1 HotaNes
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA .
SS.
COUNTY OF CumBE~Lr4illJ~
We, ~ARBAR14 ~UMPLE - Scic:~.lyAn/, .,,lA mcs D. Fi4~PcE~/
and ~, iwb,~v ~"}~feL E y , 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 Testatrix, FLOSSIE B. VOLLMER,
sign and execute the instrument as her Last Will and .Testament; that Testatrix
signed willingly and that she executed said Will as her free and voluntary act
for the purposes therein expressed; that each of us in the hearing and sight
of the Testatrix signed the Will as Witnesses; and that to the best of our
knowledge the Testatrix was at that time eighteen (18) or more years of age,
of sound mind and under no constraint or undue influence.
~_ .
Witness Witn ss
~./ ~,~.
Witness
Sworn to and subscribed
before me this /a~day
of ~~ , 1987.
v C/~(A.~li/~...
NOT PUBLIC
My Commission Expires:
(SEAL)
LINDA J. OLSEN, NOTARY PUBLIC
HARRfSBURC, 1iAUPHIR COUNTY
MY COMMISSICiN EYr"IRES $Ep?. 8, 1488
Member, Pennsylr:s,,:;, ~sa~~tlatior d; Notaries
CODICIL TO
THE LAST WILL AND TESTAMENT
OF
FLOSSIE B. VOLLMER
I, FLOSSIE B. VOLLMER, of Cumberland County,
Pennsylvania, do make, publish and declare this to be a Codicil
to my Last Will and Testament dated May 12, 1987.
FIRST: I hereby amend ITEM V of my
said Last Will and Testament to read:
ITEM V: I devise and bequeath all the
rest, residue and remainder of my estate of whatsoever nature
and wherever situate, together with any insurance policies
thereon, as follows:
(a ) SIXTY PERCENT ( 60 % ) to my son, PHILIP B . VOLLP~4ER,
of Camp Hill, Pennsylvania;
(b) TEN PERCENT (100) to my grandson, PHILIP VOLLMER,
of Camp Hill, Pennsylvania;
(c) TEN PERCENT (10%) to my grandson, RICHARD O.
VOLLMER, of Camp Hill, Pennsylvania;
(d) TEN PERCEPdT (10°s) to my granddaughter, NANCY
ANN VOLLMER, of Camp Hill, Pennsylvania;
(e) TEN PERCENT (100) to my granddaughter, REBECCA
VOLLMER, of Camp Hill, Pennsylvania.
If my son, PHILIP B. VOLLMER, should predecease me,
I devise and bequeath his share to my daughter-in-law, KATHRYN
VOLLMER, of Camp Hill, Pennsylvania. In the event that both
PHILIP B. VOLLMER and KATHRYN VOLLMER predecease me, I devise
and bequeath their share to my grandchildren, per stirpes.
In the event any of my grandchildren should predecease
me and leave no issue, said share shall be divided equally among
the other living grandchildren. In the event issue survives
the deceased grandchildren, said living issue shall take the
deceased grandchild's share, per stirpes.
Should my son, PHILIP B. VOLLMER, and my
daughter-in-law, KATHRYN VOLLMER, and all their children and
issue predecease me, I devise and bequeath all the rest, residue
Page 1 _._ ~
t { `R
and remainder of my estate of whatever nature and wherever
situate, together with any insurance policies thereon, to be
divided into equal shares and distributed as follows:
(a) One share to my nephew, JAMES J. BLIZARD, 3705
Ridgemont Way, Bellingham, Washington;
(b) One share to the VOLLMER PdURSIPdG SCHOLARSHIP
FUND, for Nursing Education at Fairview General Hospital,
Cleveland, Ohio;
(c) One share to the FAIRVIEW GENERAL HOSPITAL
ENDOWMENT FUND, Fairview General Hospital, Cleveland, Ohio;
(d) One share to my sister, RITA BLIZARD, 229 St.
Helens Avenue, Apt. 7.4, Tacoma, Washington.
SECOND: In all other respects, I do
hereby ratify and confirm my Last Will and Testament dated May 12,
1987.
IN WITNESS WHEREOF, I have set my hand and seal this
r ~ day of ~_r;/;,.(,._ 1990, to this, a
Codicil to my Last Will and Testament dated May 12, 1987.
~~ .k~ ~ ,~ . ~-, y~~ ~ f. „_~, ( SEAL )
FLOSSIE B. VOLLMER
We, the undersigned, hereby certify that the foregoing
Codicil was signed, sealed, published and declared by the
above-named Testatrix as and for a Codicil to her Last V1i11
and Testament, in the presence of us, who, at her request and
in her presence and in the presence of each other, have hereunto
set our hands and seals the day and year first above ~,rritten,
and we certify that at the time of the execution thereof, the
said Testatrix was of sound and disposing mind and memory.
f i .' i , L +1~~
Residing at 5`-IO ~o,`;c>,1nc°~.~. Q-
~~
~r
G- , ~G"
{`,
Residing at ~ Sv ,~,_,~~ -~i„-.~bc». i~r~ `~
Residing at ,x7~1d j~Ji;~Ljt,lid~ -: ~~
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA ,
SS.
COUNTY OF ,
I, FLOSSIE B. VOLLMER, Testatrix, 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 a Codicil to my Last Will and
Testament dated May 12, 1987; that I signed it willingly, and
that I signed it as my free and voluntary act for the purposes
therein contained,
~ ~ r~ ! ~~ ( ( SEAL )
i
FLOSSIE B, VOLLMER
Sworn to and subscribed
before me this ;! day
of ~ ~ f~r 1990.
NO^1ARY PUBLIC
My Commission Expires:
(SEAL)
Notarial Seal
Deborah K. tkremer, Notary Pubfic
East Pennsboro Rapp., Cumberland County
My Commission Expires Sept. ~ 2,1994
Man~bei, Pennsylvan~P,~soaation of Notaries
AFFIDAVIT
COMMONWEAL^1H OF PENNSYLVANIA .
SS.
COUNTY OF .
We, 1 ,~_ 1 ~ <~ ~ , .i ~ r, l i ~ ,~ ; , ,
and ,~ , ,t ~ ; :,:, ~ ~~ ~~~ ~ ~; , the Witnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according co law, do depose and say that we were present
and saw Testatrix,, FLOSSIE B. VOLLMER, sign and execute the
instrument as a Codicil to her Last Will and Testament dated
May 12, 1987; that Testatrix signed willingly and that she
executed said Codicil as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Codicil as Witnesses; and
that to the best of our kno~~~ledge the Testatrix was at that
time eighteen (18 ) or more years of age, of sound mind and under
no constraint or undue influence.
Qi Cl.~c FC1 ~ ~c ~3 C1't'~.~
Witness
` Witness
.C~~~~~Z ~ 3~aCC.~
Witn s
Sworn to and subscribed
before me this j~' - day
of ~ ~ ~ ~ =t . ~ _ 1990.
~ ~ ~ .t 1 '. ~ ~ ~ a. ~
NOTARY PUBLIC
f+Iy Commission Expires:
(SEAL)
ptolarial Seal
~ebaah K p2remer, t~cHary Pubic
East Pennsbpro Tv,rp Cumberland County
h"y Comm+ssion Expires Sept. 12,19°4
C~.'_~rit~r, Pennsywa ~a Association of Note
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Flossie B. Vollmer
Date of Death: December 17, 2002
Will No.: 2002-01183
T o the Register:
I certify that notice of estate administration required by Rule 5.6 of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on January 24, 2003:
Philip B. Vollmer, 2935 Lincoln Street, Camp Hill, PA 17011
Beulah Todd, Fairview/Lutheran Foundation, 20545 Center Ridge Road,
Ste 448, Rocky River, OH 44116
Philip Vollmer, 3900 Mountview Road, Columbus, OH 43220
Richard O. Vollmer, 920 Larimore Street, Arlington, VA 22205
Nancy V. LeMay (Nancy Ann Vollmer), 21 Chestnut Square, Jamaica Plain, MA 02130
Rebecca Vollmer, 321 Modoc Avenue, Oakland, CA 94618
Notice has now been given to all persons entitled thereto under Rule 5.6 (a).
,~,/
Date: January 29, 2003 ~t~c, `f ':~ ~~~ ' ~ ~' ~
Bridget .Whitley, Esq.
Keefer Wood Allen & Rahal, LLP
P.c7. Box 11963
Harrisburg, PA 17108-1963
Capacity: Counsel for Personal Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE
Whether you will receive any money or
property will be determined wholly or partly by
the decedent's will. If the decedent died
without a will, whether you will receive any
money or property will be determined by the
intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND
PENNSYLVANIA
In re Estate of Flossie B. Vollmer, deceased,
TO: Philip B. Vollmer
2935 Lincoln Street
Camp Hill, PA 17011
Please take notice of the death of decedent and the grant of letters to the
personal representative named below.
The Decedent, Flossie B. Vollmer, died on the 17th day of December, 2002 at 71
Hillside Circle, East Pennsboro Township, Camp Hill, Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is Philip B. Vollmer, 2935
Lincoln Street, Camp Hill, PA 17011, telephone number (717) 761-7708
The Will has been filed with the Office of the Register of Wills of Cumberland,
Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345.
A copy of the Will may be obtained by contacting the Register of Wills and
paying the charges for duplication.
r
1 y'
Date: January 29, 2003 ,~~~ ;~, . :,
Bridget M' Whitley, Esq.
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963, Harrisburg, PA 17108
Telephone (717) 255-8027
Capacity: Counsel for Personal Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE
Whether you will receive any money or
property will be determined wholly or partly by
the decedent's will. If the decedent died
without a will, whether you will receive any
money or property will be determined by the
intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND
PENNSYLVANIA
In re Estate of Flossie B. Vollmer, deceased,
TO: Beulah Todd
Fairview/Lutheran Foundation
20545 Center Ridge Road, Ste 448
Rocky River, OH 44116
Please take notice of the death of decedent and the grant of letters to the
personal representative named below.
The Decedent, Flossie B. Vollmer, died on the 17th day of December, 2002 at 71
Hillside Circle, East Pennsboro Township, Camp Hill, Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is Philip B. Vollmer, 2935
Lincoln Street, Camp Hill, PA 17011, telephone number (717) 761-7708
The Will has been filed with the Office of the Register of Wills of Cumberland,
Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345.
A copy of the Will may be obtained by contacting the Register of Wills and
paying the charges for duplication.
Date: January 29, 2003 ~'~ ~ ~ :.l- ~~ ( ~ tl~~`-~
Bridget .Whitley, Esq. j
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963, Harrisburg, PA 17108
Telephone (717) 255-8027
Capacity: Counsel for Personal Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE
Whether you will receive any money or
property will be determined wholly or partly by
the decedent's will. If the decedent died
without a will, whether you will receive any
money or property will be determined by the
intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND
PENNSYLVANIA
In re Estate of Flossie B. Vollmer, deceased,
TO: Philip Vollmer
3900 Mountview Road
Columbus, OH 43220
Please take notice of the death of decedent and the grant of letters to the
personal representative named below.
The Decedent, Flossie B. Vollmer, died on the 17th day of December, 2002 at 71
Hillside Circle, East Pennsboro Township, Camp Hill, Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is Philip B. Vollmer, 2935
Lincoln Street, Camp Hill, PA 17011, telephone number (717) 761-7708
The Will has been filed with the Office of the Register of Wills of Cumberland,
Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345.
A copy of the Will may be obtained by contacting the Register of Wills and
paying the charges for duplication.
Date: January 29, 2003 ~~=:.c =t=,;,/- ~l~ ~ l~~-cZ(.~~
Bridget .Whitley, Esq.
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963, Harrisburg, PA 17108
Telephone (717) 255-8027
Capacity: Counsel for Personal Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE
Whether you will receive any money or
property will be determined wholly or partly by
the decedent's will. If the decedent died
without a will, whether you will receive any
money or property will be determined by the
intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND
PENNSYLVANIA
In re Estate of Flossie B. Vollmer, deceased,
TO: Richard O. Vollmer
920 Larimore Street
Arlington, VA 22205
Please take notice of the death of decedent and the grant of letters to the
personal representative named below.
The Decedent, Flossie B. Vollmer, died on the 17th day of December, 2002 at 71
Hillside Circle, East Pennsboro Township, Camp Hill, Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is Philip B. Vollmer, 2935
Lincoln Street, Camp Hill, PA 17011, telephone number (717) 761-7708
The Will has been filed with the Office of the Register of Wills of Cumberland,
Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345.
A copy of the Will may be obtained by contacting the Register of Wills and
paying the charges for duplication.
Date: January 29, 2003 : `-'J- '~-~ ~ ~r ~~J~J~'
Bridget M. Whitley, Esq.
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963, Harrisburg, PA 17108
Telephone (717) 255-8027
Capacity: Counsel for Personal Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE
Whether you will receive any money or
property will be determined wholly or partly by
the decedent's will. If the decedent died
without a will, whether you will receive any
money or property will be determined by the
intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND
PENNSYLVANIA
In re Estate of Flossie B. Vollmer, deceased,
TO: Nancy V. LeMay (Nancy Ann Vollmer)
21 Chestnut Square
Jamaica Plain, MA 02130
Please take notice of the death of decedent and the grant of letters to the
personal representative named below.
The Decedent, Flossie B. Vollmer, died on the 17th day of December, 2002 at 71
Hillside Circle, East Pennsboro Township, Camp Hill, Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is Philip B. Vollmer, 2935
Lincoln Street, Camp Hill, PA 17011, telephone number (717) 761-7708
The Will has been filed with the Office of the Register of Wills of Cumberland,
Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345.
A copy of the Will may be obtained by contacting the Register of Wills and
paying the charges for duplication.
Date: January 29, 2003
Bridget M! Whitley, Esq.
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963, Harrisburg, PA 17108
Telephone (717) 255-8027
Capacity: Counsel for Personal Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE
Whether you will receive any money or
property will be determined wholly or partly by
the decedent's will. If the decedent died
without a will, whether you will receive any
money or property will be determined by the
intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND
PENNSYLVANIA
In re Estate of Flossie B. Vollmer, deceased,
TO: Rebecca Vollmer
321 Modoc Avenue
Oakland, CA 94618
Please take notice of the death of decedent and the grant of letters to the
personal representative named below.
The Decedent, Flossie B. Vollmer, died on the 17th day of December, 2002 at 71
Hillside Circle, East Pennsboro Township, Camp Hill, Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Gecedent is Philip B. Vollmer, 2935
Lincoln Street, Camp Hill, PA 17011, telephone number (717) 761-7708
The Will has been filed with the Office of the Register of Wills of Cumberland,
Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345.
A copy of the Will may be obtained by contacting the Register of Wills and
paying the charges for duplication.
Date: January 29, 2003 ``=~~
Bridget M'. Whitley, Esq.
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963, Harrisburg, PA 17108
Telephone (717) 255-8027
Capacity: Counsel for Personal Representative
~_
d~~
~ ~-
a
_~ a
=~
s~o
w3
o~ ~
Q~
1
~xnx
~~~~
o ~ ~.
~ ~ ~ rt
~~an
a ~
~¢'no
~n
x~ E
~w~~
~~~+~
o~~ N
Wrtn
no
~G
r~ n
~~
0
(D
"~1
~a ~,
w ~ c~
~~IL~ ~`
1,
Philip B. Vollmer
2935 Lincoln Street
Camp Hill, PA 17011
March S, 2003
Register of Wills for Cumberland County
Cumberland County Courthouse
Hanover and High Streets
Carlisle, PA l 7013
Re: Estate of Flossie B. Vollmer
Date of Death: December 17, 2002
No. 2002-01183
To the Register:
The enclosed check, in the amount of $ f ~2 7 ~" =" , is tendered as a
prepayment of the Pennsylvania Inheritance Tax due on the above-referenced Estate.
Please send the receipt for this payment to me, at my address indicated above.
Sin r ly,
/~'' ~'
G'
Philip B. Vollmer
Executor, Estate of Flossie B. Vollmer
Enclosure
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-961
NO. CD 002256
VOLLMER PHILIP B
2935 LINCOLN STREET
CAMP HILL, PA 1701 1
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-- fold
ESTATE INFORMATION: ssN: 2s6-38-s6s7
FILE NUMBER: 2102- 1 1 83
DECEDENT NAME: VOLLMER FLOSSIE B
DATE OF PAYMENT: 03/06/2003
POSTMARK DATE: 03/05/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/ 1 7/2002
REMARKS: PHILIP B VOLLMER
SEAL
CHECK# 975
101 ~ 54,275.00
TOTAL AMOUNT PAID:
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
54,275.00
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
REV-1162 EX;11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 003014
KE~FER WOODI ALLAN & RAHAL
P O BOX 1 1963
HARRISBURG, PA 17108-1963
fold
ESTATE INFORMATION: ssN: zas-38-ss87
FILE NUMBER: 2102-1 183
DECEDENT NAME: VOLLMER FLOSSIE B
DATE OF PAYMENT: 09/ 1 5/2003
POSTMARK DATE: 09/12/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 12/17/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 5210.20
TOTAL AMOUNT PAID:
REMARKS: PHILIP B VOLLMER C/O
KEEPER ETAL
CHECK#1006
SEAL
INITIALS: DO
RECEIVED BY: DONNA M. OTTO
5210.20
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
C
C -
.,
_ .
~' ..
rv
_ _..
r: ;?
j{
~,~ _ - _ `_
'a:
-~
._ - -
°:w
0 -
-~
C/k ~
~IN I
III I ',
II
iii I
a,l~~ __ . ___ _ _ _
s. ~ ~
v -~
w ~ ~ -
o _
~ ~ ~ ~
s3¢a~
_ ____ _ , .
_~~,~
uel,~
i-i J e
O ~~
J ~.
/ t~
3r ~--
4. ~ ~ -" _
a~~"i~ v=
~ -
•~ ~ - __
N ~
0
H
i
HEATH L. ALLEN KEEPER WOOD ALLEN &RAHAL, LLP
N. DAVID RAHAL 210 WALNUT STREET
CHARLES W RUBENDALLII
ROBERT L. WELDON P. O. BOX 11963
EUGENE E. PEPINSKY, JR. HARRISBURG, PA 17108-1963
JOHN H. ENDS III -
GARY E. FRENCH PHONE 17171 255-8000
DONNA S. WELDON -
BRADFORD DORRANCE EIN No. 2 3-071613 5
JEFFREY S. STOKES www.keeferwood.com
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
WAYNE M PECHT Se tember 12, 2003
p
ELYSE E. ROGERS
CRAIG A. LONGYEAR
DONALD M. LEWISI.IL
BRIDGET M. WHITLEY
JOHN A. FEICHTEL
ANN McGEE CARBON
ELIZABETH J. GOLDSTEIN
BARBARA A. GALL
STEPHANIE KLEINFELTER
Register of Wills for
Cumberland County
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Flossie B. Vollmer
No. 21-2002-01183
Dear Register:
ESTABLISHED IN 1878
OF COUNSEL:
SAMUEL C. HARRY
WEST SHORE OFFICE:
415 FALLOWFIELD ROAD
CAMP HILL, PA 17011
17171 612-5800
WRITER'S CONTACT INFORMATION:
(717)255-8027
E-mail Address:
bwh itleyCn~keeferwood. com
Enclosed for filing please find two copies of the Pennsylvania Inheritance Tax Return and
one copy of the Inventory for the above-referenced Estate. I also enclose separate checks for the
additional tax due ($210.20) and your filing fees ($25).
Please confirm the filing of these documents by date stamping the enclosed confirmation
copies. Ienclose aself-addressed, stamped envelope for your use in returning the confirmation
copies.
Thank you for your assistance in this matter.
Very truly yours,
KEEPER WOOD ALLEN }& RAHAL,1.1_P
~~
Bridget M. Whitley
Enclosures
E
-
REV-1S00 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
\f"\ - I\a- 4-
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAl... USE ONLY
FILE NUMBER
21
20~ -91183 __
YEAR NUMBER
COUNTY CODE
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Vollmer, Flossie B.
~ DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD- YEAR)
~ 12/17/2002 12/16/1900
~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
286-38-9687
THIS REnRN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Original Return
D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82)
o 4a, Future Inlerest Compromise (dale of death after 12.-12-82\ 0 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (Attach copy alTrust) ~ 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit {date of death between 12~31-91 ard 1-1_95) D 11. Election to tax under Sec. 9113(A) IAttachSchO)
W
I-
~::$(I)
UO:'"
Wo.U
J:~
Uo.",
0.
'"
00,
D4
006
limited Estate
Decedent Died Testate (AII(:lch copy of Will)
o $, Li1igalion Proceeds Received
'Z
'"
"
Z
o
"-
'"
ill
2j
u
THIS SECTION MUST BE COMPLETEO, ALL CORRESPONDENCE ANO CONFIOENTIAL TAX INFORMATION SHOULO BE DlRECTEO TO:
NAME COMPLETE MAILING ADDRESS
Bridget M. Whitley, Esq.
FIRM NAME (If Applicable)
Keefer Wood Allen & Rahal, LLP
TELEPHONE NUMBER
210 Walnut Street
P.O. Box 11963
Harrisburg, PA 17108-1963
(717) 255-8027
,. Real Estate (Schedule A, (1)
2 Stocks and Bonds (Schedule B) (2)
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4 Mortgages & Noles Receivable (Schedule D) (4)
5. Cash, Bank Deposns & Miscellaneous Personal Property
(Schedule E) (5)
Z 6 Jc\n\\y OWned Property (Schedule F) (6)
0 o Separate Billing Requested
;:::
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
;:) (Schedule G or L)
l-
s:: 8 Total Gross Assets (total Lines 1-7)
;j
W 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
"
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
',.r-I
0.00
102,136.10
0.00
0.00
! "-OFFICIALUSEONLY
9,767.75
3,850.73
0.00
115,754.58
(8)
4,910.54
1,173.02
(11)
6,083.56
109,671.02
5,000.00
12. Net Value of Estate (Line 8 minus line 11)
13 Charitable and Governmental Bequests/See 9113 Trusts for which an election 101ax has not been
made (Schedule J)
(12)
(13)
14 Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Une 141axable at the spousal tax 0.00
Z rate, or transfers under Sec, 9116 (a)(1.2)
0
;:: 16 Amount of Line 14 taxable at lineal rate 104,671.02
..
I-
::> 0.00
0. 17 Amount of Line 14 taxable at Sib"ng rate
:;;
0 0.00
U 18. Amount of Line 14 taxable at collateral rate
x
;! 19. Tax Due
(14)
104,671.02
x.OO_(15)
0.00
(19)
4,710.20
0.00
0.00
4,710.20
x .045.......-..... (16)
x 12
(17)
x 15
(18}
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W4645 LOOO
Decedent's Complete Address:
SlREET ADDRESS
71 Hillside Circle Apt. 1
CllY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
4,275.00
225.00
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A This is the BALANCE DUE.
Make Check Payable to: REGISTEROFWlLLS, AGENT
(5B)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
4,710.20
4.500.00
0.00
210.20
0.00
210.20
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . , . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .... . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
Yes
D
D
D
D
o
D
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [J IX!
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
[XI
[XI
[XI
[XI
[XI
[XI
6 VoII hf~
C::-x e<-u loY"
AOORESS
Camp Hill, PA 17011
SIGNATURE 5/F PREPARER OTHER THAN REP8ESENTA TIVE
~.. YI1. Ji'kJ'h
AOORESS ee er 00 en & a,
Harrisburg, PA 17108-1963
ox
DATE
'1.
For dates of death on or after JUly 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to orforthe use of the SUrviving spouse is 3%
(72P.S.g9916 (a) (1.1)(ill
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P .S. S 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stH! applicable even if
the surviving spouse is the only beneficiary
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.$. S 9116(a)(1.211
The tax rate imposed on the net value of transfers to orforthe use of the decedent's linea) beneficiaries is 4,5%, except as noted in 72 P.S,!3 9116(1.2) [72 P.S. g9116(a)(1}J.
The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% (72 P,S 9 9116(a)(1.3)). A sibling is defined, under Section 9102, as an
individual who has at least one parent In common with the decedent, whether by blood or adoption.
2W46461.000
I REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Vollmer, Flossie B.
FILE NUMBER
21-2002-01183
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
CESCRIPTlON
VALUE AT DATE
OF DEATH
1.100 shares Corning Inc. @ $3.79
379.00
2200 shares Exxon Mobile Corp. @ $35.625
7,125.00
3 200 shares Hewlett Packard Co. @ $19.25
3,850.00
4 200 shares Intel Corp. @ $18.03
5 300 shares Kellogg Co. @ $33.785
6200 shares Paychex Inc. @ $26.895
7 100 shares Philip Morris Companies Inc. @ $41. 395
8200 shares Washington Mutual @ $36.815
3,606.00
10,135.50
5,379.00
4,139.50
7,363.00
9 400 shares PPL CAP FOG TR I Premium Equity Part Secs Units @
$18.15
7,260.00
10 500 shares Duke Energy Corp. 8.25% due 5/18/04 @ $16.455
8,227.50
11300 shares GATX Corp. @ $23.75, plus accrued dividend of
$96.00
7,221.00
12400 shares JLG Industries Inc. @ $8.16, plus accrued dividend
of $2.00
3,266.00
13 300 shares Legg Mason Inc. @ $49.825, plus accrued dividend of
$22.00
9,987.00
14 300 shares McKesson Corp. @ $26.625, plus accrued dividend of
$18.00
8,005.50
15100 shares Merck & Co. Inc. @ $58.43, plus accrued dividend of
$36.00
5,879.00
16 $10,000 GNMA Bond 6% due 11/20/2020, plus accrued interest of
$75.60
10,313.10
TOTAL (Also enter on line 2, Recapitulation) $
102,136.10
2W46963,OOO
(If more space is needed, insert additional sheets of the same size)
, REV-1508i!X+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Vollmer, Flossie B.
FILE NUMBER
21-2002-01183
Include the proceeds cf litigaticn and tile date the proceoos were received by the estate All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
7,038.65
L Legg Mason Cash Reserve Trust
2 Pennsylvania Department of Revenue, decedent's 2002 Form PA-40
- refund
221. 00
3 Penn-Treaty, Long term care ~nsurance - refund of unearned
premium, Policies Nos. HB2986 & P203910
1,495.20
4 Conseco, Long term care insurance - refund of unearned
premium, Policy No. 1826688A
12.90
5 Personal Property - furniture, household goods, clothing,
personal effects
1,000.00
2W46AD2,OOO
TOTAL (Also enter on line 5, Recanitulation\ $
(If more space is needed, insert additional sheets of the same size}
9,767.75
REV-1500 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vollmer, Flossie B.
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-2002-011B3
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
AOORESS
RELATIONSHIP TO DECEDENT
Son
A. Vollmer, Philip B.
2935 Lincoln Street
Camp Hill, PA 17011
B.
c.
JOINTL Y-OWNED PROPERTY:
CBTI'< DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bani<; acoountnl.lmber or DATE OF DEATH DECDS VALUE OF
NUMBER TENI\NT JOINT similsridentifying number_Attach deed forjoinlly-held real estate VALUE OF ASSET INTEREST ceCEDENrS INTEREST
1. A 09/19/1997 Commerce Bank Acct. 7,701.46 50.00 3,850.73
No.512105669
Value shown includes
accrued interest of $.58
TOTAL {Also enter on line 6, Recanitulation\ $ 3,850.73
2W46AE 2 000
(If more space is needed, insert additional sheets of same size)
REV-1511 EX+(1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONVvEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vollmer, Flossie B.
FILE NUMBER
21-2002-01183
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Neill Funeral Home - Funeral and related charges 328.60
1.
2 Burling Backhoe - burial in Aurora Cemetery, Aurora, 150.00
Nebraska
3 Desch Paine Memorials - engraving of final date on 126.00
headstone
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.00
Name of Personal Representative{s)
Social Security Number(s) f EIN Number of Personal Representative(s)
Street Address
City State Zip
Year{s) Commission Paid:
2. Attorney Fees Name: Keefer Wood Allen & Rahal, LLP 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
Cily State Zip
Relationship of Claimant to Decedent
4. Probate Fees 265.50
5. Accountant's Fees 0.00
6. Tax Return preparer's Fees 0.00
7. Ann Wilchacky - rent for January and February 2003 700.00
8 PPL - electric service at decedent's residence 281.28
9 State Farm - renters insurance 15.67
10 M.F. Rockey - moving expenses 308.00
11 Keefer Wood Allen & Rahal, LLP - Attorneys' 200.00
disbursements
",ota... rrom cont1nuat1on pages.... .:1::>.49
TOTAL (Also enter on line 9, Recapitulation) $ 4,910.54
2W46AG2.000
(If more space is needed, insert additional sheets of same size)
Estate of: Vollmer, Flossie B.
Schedule H, Part B -- Administrative Costs
Item
No. Description
12 Verizon - decedent's telephone expense
TOTAL. (Carry forward to main schedule)
Page 2
21-2002-01183
Amount
35.49
35.49
REV-1512EX"'(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vollmer, Flossie B.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2002-01183
Include unreimbursed medical eXDenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1,173.02
1. Checks of the decedent outstanding at date of death:
Penn-Treaty
Professional
Life Line
$1,098.90
Pharmacy 43.12
31.00
2W46AH 2000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,173.02
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vollmer Flossle B.
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Vollmer, Philip B.
2935 Lincoln Street
Camp Hill, PA 17011
1.
2 Vollmer, Philip
3900 Mountview Road
Columbus, OH 43220
3 Vollmer, Richard o.
920 N. Larrimore Street
Arlington, VA 22205
4 LeMay, Nancy V.
(Nancy Ann Vollmer)
4701 Second Street North
Arlington, VA 22203-2606
5 Vollmer, Rebecca
321 Modoc Avenue
Oakland, CA 94618
FilE NUMBER
21-2002-01183
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not list Trustee(s) OF ESTATE
Son
Grandson
Grandson
Granddaughter
Granddaughter
64,742.90
9,982.03
9,982.03
9,982.03
9,982.03
ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Vollmer Nursing SCholarship Fund of the Fairview
Lutheran Foundation
2W46AI1.000
TOTAL OF PART" - ENTER TOTAl NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
5,000,00
$
5,000.00
~
Ifiazt ;llIIJiU aUlI W:cztamcut
oJ
FLOSSIE B. VOLLMER
I, FLOSSIE R. VOLLMER, of Cumberland County, Pennsylvania, do make,
publish and declare this to be my Last Will and Testament, hereby revoking all
Wills and Codicils by me at any time made.
ITEN I:
I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes may be payable
by my estate or by any recipient of any property, shall be paid by the Executor
out of the property passing under ITEN V of this Hill, as an expense and cost
of administration of my estate. The Executor shall have no duty or obligation
to obtain reimbursement for any such tax so paid, even though en proceeds of
inslIrance or other property not passinr, under this Will.
ITEM II:
I direct the Executor to pay the expenses
of my last illness and funeral expenses from the property passing under this
Will as an expense and cost of administration of my estate.
ITEM III:
I give and bequeath the sum of FIVE THOUSAND
DOLLARS ($5,000.00) to the VOLLMER NURSING SCHOLARSHIP FUND at Fairview
General Hospital, Clev(.~land, Ohio.
ITEM IV:
I give and bequeath to my son, PHILIP B.
VOLLMER, of Camp Hill, Pennslvania, absolutely and in fee simple, all of my
household furniture and furnishings, books, pictures, jewelry, silverware,
automobiles, wearing apparel and all other articles of household or personal
use or adornment and all policies of insurance thereon. If my said son
predeceases me, I give and devise said property to my daughter-in-law,
KATHRYN VOLLMER. If both my said son and my said daughter-in-law predecease
me, I make such bequest to their children, in equal
property shall be divided among them as they agree.
shares, per stirpes. Such
Should there be no agreement,
Page 1
+I3V
,
such property shall be divided among them by the Executor in as nearly equal
portions as is deemed practical in the sole discretion of the Executor, having
due regard to the personal preferences of such children.
ITEN V:
I devise and bequeath all the rest, residue
and remainder of m} <'.,:tal.-" ,,-f whatsoever nature and wherever situate, together
with any insurance policies thereon, as follows:
(a) SIXTY PERCENT (60%) to my son, PHILIP B. VOLLMER, of Camp
Hill, Pennsylvania;
(b) TEN PERCENT (10%) to my grandson, PHILIP VOLLMER, of Camp
Hill, Pennsylvania;
(c) TEN PERCENT (10%) to my grandson, RICHARD O. VOLLMER, of
Camp Hill, Pennsylvania;
Cd) TEN PEHCENT 00%) to my granddaughter, NANCY ANN VOLLHER,
of Camp Hill, Pennsylvania; and
(e) TEN l'El{CENT 00%) to my granddaughter, REBECCA VOLLMER.
of Camp Hill, Pennsylvania.
If mY son, PHILIP B. VOLLMER, should predecease me, I devise and
bequeath his share to my dau~hter-in-Iaw, KATHRYN VOLLMER, of Camp Hill,
Pennsylvania. In the event that both PHILIP B. VOLLMER and KATHRYN VOLLMER
predecease me, I devise and bequeath their share to my grandchildren, per
stirpes.
In the event any of my grandchildren should predecease me and leave
no issue, said share shall be divided equally among the other living grandchildren.
Page 2
1/3. tI
In the event issue survives the deceased grandchildren, said living issue
shall tal,c the deccilscd r,randchild' s share, per stirpes~
If any beneficiary under this Will has not attained the age of thirty
(30) years at the time of my death, his or her share shall be held IN TRUST by
my son, PHILIP B. VOLLNER, as Trustee, until such beneficiary attains the age
of thirty (30) years, at which time my Trustee shall distribute to such issue
his or her share of my residuary estate. In the event PHILIP B. VOLLMER cannot
act as Trustee~ I hereby appoint my daughter-in-law, KATHRYN VOLLMER, to so act.
If both PHILIP B. VOLLNER and KATHRYN VOLLMER predecease me or cannot act or
continue to act for any reason, I appoint my attorney, BARBARA S~IPLE-SULLIVAN~
New Cumberland, Pennsylvania, to act in their place.. If the said BARBARA
SUMPLE-SULLIVAN cannot act or chooses not to serve in this capacity, I
appoint CeNB Bank, N.A. to act in her place.
Should my son~ PHILIP B. VOLLMER, and my daughter-in-law, KATHRYN
VOLLMER, and all their children and issue predecease me, I devise and bequeath
all the rest, residue and remainder of my estate of whatever nature and wherever
situate, together with any insurance policies thereon, to be divided into equal
shares and distributed as follows:
(a) One share to my nephew, JAMES J-. BLIZARD, 3705 Eidgemont
Way, Bellingham, Washington.
(b) One share to the VOLLMER NURSING SCHOLARSHIP FUND, for
Nursing Education at Fairview General Hospital, Cleveland, Ohio.
(c) One share to the FAIHVIEW GENERAL HOSPITAL ENDOWNENT FUND,
Fairvim,) Gcnm:-al 1I0spitn.l, Cl<'.Veland, Ohio.
l'al;C' 3
-/: (3 V
(d) One share to my sister. RITA BLIZARD, 229 St. Helens Avenue
Apt. 14, Tacoma, Washington.
ITEM VI: In the settlement of my estate, the
Executor and Trustee shall possess, among others, the following powers:
(a) To retain any investments I may have at my death, as long
as the Executor and Trustee may deem it advisable to my estate to do so;
(b) To sell either at private or public sale and upon such terms
and conditions as the Executor and Trustee may deem advantageous to the
estate, any or all real or personal property or interest therein owned by
the estate;
(c) To pay all costs, taxes, expenses and charges in connection
with the administration of my estate;
(d) To compromise controversies; and
(e) To do all other acts in the Executor's and Trustee's judgment
deemed necessary or desirable for the proper and advantageous management,
investment and distribution of the Estate.
ITEM VII:
Any person who shall have died at the
same time as I shall have. or in a common disaster with me, or under circum-
stances that the order of our deaths cannot be established by proof, or
within thirty (30) days of my death, shall be deemed to have predeceased me.
ITEM VIII: I hereby nominate, constitute and appoint
my son, PHILIP B. VOLLMER, to be the Executor of my Estate. I hereby nominate,
Page 4
':1. f3 II
_ i-,}~:"',
constitute and appoint my daughter-in-law, KATHRYN VOLLMER, to be the Alternate
Executrix of my Estate in the event my said son, PHILIP B. VOLLMER, cannot act
or refuses to act as Executor. The Executor is specifically relieved from the
duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will
and Testament, consisting of this and the preceding four (4) pages, at the end
of each page of which I have also set my initials for greater security and
better identification this ~J 2 -rl. day of
h1~
, 1987.
lp~.~ 13 U"u-wv
FLOSSIE B. VOLLMER
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was signed,
sealed, published and declared by the above-named Testatrix as and for her Last
Will and Testament, in the presence of us, who, at her request and in her
presence and in the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that at the time of
the execution thereof, the said Testatrix was of sound and disposing miud and
I
Residing at
{SEAL)
~;J; aZz::o ~
~D;p
(SEAL)
Residing at. //
~/7C-~
~J
u,oi It;
.4VA'E:<-
--;:;i'- /7 d L-r
),lUll"tJ_ lJp,
4J. ~"7tJ.:i.c$-
(SEAL)
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~
S5.
1, FLOSSIE B. VOLLMER, Testatrix, 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 and
Testament; that I signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
--:[ P.~; R V.d.-...-
FLOSSIE B. VOLLMER
(SEAL)
Sworn to and subscribed
before me this /::?"11 day
of In(\-
, 1987.
~d~~~
NOTARY UnLIC
(SEAL)
tlNflA J. OLSEN. NOTARY PUBLIC
My ~~MtI~!):3UIiG, 1),1U?lHN G{!l!HiY
'. ,i1ISSION EXI'H/fS HPl
Melllber. P~llnsyl~il"iOl A". .. : ., 8. 1988
, ~>UCI~tI\ln of NCllaries
Ny Commission Expires:
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cu"'Bl'.I2.<-ANY>
55.
We, ~A~8I\RI'T SUrn.PLE- - SULLIVIIN' t
JA",e; 1>. F"f!<-EY
and
Iv )>.}b(t F 1t'?L e Y
, 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 Testatrix, FLOSSIE B. VOLLMER,
sign and execute the instrument as her Last Will and Testament; that Testatrix
signed willingly and that she executed said Will as her free and voluntary act
for the purposes therein expressed; that each of us in the hearing and sight
of the Testatrix signed the Will as Witnesses; and that to the best of our
knowledge the Testatrix was at that time eighteen (18) or more years of age,
;?~~~"~"'
/'tf/~ ~JJ!;
Witness ,-
/
Sworn to and subscribed
.,..,
before me this Ia. day
of
??J"O
, 1987.
~.dA'~ . ~'--
NOTA PUBLIC
(SEAL)
tlNDA J, OlSHI, NOTARY PUBliC
HA.f<fll'iRU<<l.>. flAUf'HIK CDUI'HY
MY COM;,lI'i:;I~t!j EXPJi1f~ ~trr 8. 1988
MfJllilt1r. 1'~li;i:;yh~".' _~~o.;.;;at;un oJ! Nota:riu
My Commission Expi~es:
CODICIL TO
THE LAST WILL AND TESTAMENT
OF
FLOSSIE B. VOLLMER
I,
FLOSSIE
B.
VOLLMER,
of
Cumberland
County,
Pennsylvania, do make, publish and declare this to be a Codicil
to my Last will and Testament <lated May 12, 1()S7.
FIRST:
I hereby amend ITEM V of my
said Last Will and Testament to read:
ITEM V: I
rest, residue and remainder of
and wherever situate, together
thereon, as follows:
devise and
my estate of
with any
bequeath all the
whatsoever nature
insurance policies
(a)
of Camp lIill,
SIXTY PERCENT (60%1
Pennsylvania;
to my son, PHILIP B. VOLLHER,
(b) TEN PERCENT (10%) to my grandson, PHILIP VOLLMER,
of Camp Hill, Pennsylvania;
(c) TEN PERCENT (10%) to my grandson, RICHARD O.
VOLLMER, of Camp Hill, Pennsylvania;
(d) TEN PERCENT (10%) i~o my granddaughter, NANCY
ANN VOLLMER, of Camp Hill, pennsylvania;
(e) TEN PERCENT (10%) to my granddaughter, REBECCA
VOLLMER, of camp Hill, pennsylvania.
If my son, PHILIP B. VOLLMER, should predecease me,
I devise and bequeath his share to my daughter-in-law, KATHRYN
VOLLMER, of Camp Hill, Pennsylvania. In the event that both
PHILIP B. VOLLMER and KATHRYN VOLLMER predecease me, I devise
and bequeath their share to my grandchildren, per stirpes.
In the event any of my grandchildren should predecease
me and leave no issue, said share shall be divided equally among
the other living grandchildren. In the event issue survives
the deceased grandchildren, said living issue shall take the
deceased grandchild's share, per stirpes.
Should
daughter-in-law,
issue predecease
my son, PHILIP B. VOLLMER, and my
KATHRYN VOLU1ER, and all their children and
me, I devise and bequeath all the rest, residue
Page 1
and remainder of
situate, together
divided into equal
my estate of whatever nature and wherever
with any insurance policies thereon, to be
shares and distributed as follo\15:
(a) One share to my nephe1.t" JAMES J. BLIZi\RD, 3705
Ridgemont Way, Bellingham, Washington;
(bl One
FUND, for Nursing
Cleveland, Ohio;
share to
Education
the
at
VOLLMER
Fairview
NURSING SCHOLARSHIP
General Hospital,
(c) One share to the FAIRVIEW GENERAL HOSPI'1'AL
ENDOWMENT FUND, Fairview General Hospital, Cleveland, Ohio;
(d) One share to my sister, RITA BLIZARD, 229 St.
Helens Avenue, Apt. 14, Tacoma, Washington.
SECOND:
In all other respects,
I do
hereby ratify and confirm my Last will and Testament dated May 12,
1907.
IN WITNESS WHEREOF, I have set my hand and seal this
,
("
day of
1990, to this, a
Codicil to my Last Will and Testament dated May 12, 1987.
J
FLOSSIE B. VOLLMER
(SEAL)
We, the undersigned, hereby certify that the foregoing
Codicil was signed, sealed, published and declared by the
above-named Testatrix as and for a Codicil to her Last Will
and 'l'estament, in the presence of us, who, at her request and
in her presence and in the presence of each other, have hereunto
set our hands and seals the day and year first above written,
and we certify that at the time of the execution thereof, the
said Testatrix was of sound and disposing mind and memory.
Q'I./...."iJ'rl r"
("
lSc~~
"
.f.
Residing at ',:)L'.l\..;
R"f"'\''<'''~' D
Hr<:.::....' ;"~lt-...
DA ,\ ill
6Liv;((,
.1
~' .
.', <'~""\ ~ .....J
/
A17,
'p \ < .~--'
-;:J. . "'. . '<".\ \ i'~A)
Residing at f7::'''...' '-'.. ',;..".
" ~
(
(\"1 ,:.~
,~ .,i-J. "
f _x_.~_~._...,~
('<,
/{..l.,;ttd
Residing at~/i)J-I//\./;:
\ j , ,..
I
" j
,
_ /.1. 1/-"( I.'~ /1, /
;.'/
/ "i/,/.'
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF
I, FLOSSIE B. VOLLMER, Testatrix, 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 a Codicil to my Last Will and
Testament dated r-1ay 12, 19B7; that I signed it \oJ'illingly, and
that I signed it as my free and voluntary act for the purposes
therein contained.
FLOSSIE B. VOLLHER
(SEAL)
Sworn to and subscribed
before me this
day
of
1990.
, ),
i I) ) j I l; l
NO'I'ARY PUBLIC
, ,
My Commission Expires:
(SEAL)
,,,,,,,,So, ~
[)p.tcratl K. (Bremer, Notal')' PubfiC
East Perm~bOW 1\\ "cumber~ eoun!y
My Commi~s;on &rJlres SBpt 12. 1994
t/,efllbef, Penfl5y!van(a Ai.Wciation 01 NotlJies
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF
We,
<l('\ \<1\ ,\
,
and
i.t,\
the Witnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to la\l, do depose and say that we were present
and saw Testatrix, FLOSSIE B. VOLLMER, sign and execute the
instrument as a Codicil to her Last Will and Testament dated
May 12, 1987; that Testatrix signed willingly and that she
executed said Codicil as her free and voluntary act for the
purposes therein expressed: that each of us in the hearing and
sight of the Testatrix signed the Codicil as Witnesses; and
that to the best of our knml1edge the 'festatrix \"as at that
time eighteen (18) or more years of age, of sound mind and under
no constraint or undue influence.
C? p " ~.
,LL'..:' C1 (.. "..Jet 0(.."
Witness
'-C
'\
\
-..,J
\
\ --'~:'~'Ji..\
.,.~, ,.
witness
/
11/ ./, /
'~iJi.-("('~-
\Vitn, 5
,I
."1'Y/'
. .
I- /"
~' 1(/lt../1{!.-.x..
Sworn to and subscribed
before me this day
of , 1990.
I /' I
NOTARY PUBLIC
My commission Expires:
(SEAL)
,,,"',,s,. ~
[)(>bOI<1h K O~rC!ll':"f. Ntrtar( ~lC
~:m.\ Pt.rosbol'o Twp.. ~~f.~.nd (jaUnty
t.JycommissioIl8plresseptl2. 1994
I'. '':;11ltlt'.~'. Penr\G~'I'..a;~a AssociallOO of
Commerce
_Bank..
February 26, 2003
Keefer Wood Allen & Rahal LLP
210 Walnut St
POBox 11963
Harrisburg PA 17108-1963
RE: Estate of: Flossie B Vollmer
Social Security #: 286-38-9687
Date of Death: December 17, 2002
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #: 512105669
Date Opened: 9/19/97
Primary Owner: Flossie B Vollmer
Secondary Owner: Philip B Vollmer
Date of Death Balance: $7,701.46
Accrued Interest: $.58
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
VjQnld~~ 'Tr)~
Wanda J. Morris
CIF Associate
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
Register of Wilts of Cumberland County, Pennsylvania
INVENTORY
Estate of Flossie B. Vollmer No. 01183- 2002
also known as
Date of Death December 17, 2002
Deceased Social Security No. 286-38-9687
I Philio B. Vollmer
Personal Representativels) of the above Estate, deceased, verify that the items appearing in the followi ~g entor'` include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylva ~of s De dent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date oft ~ c enYs death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that w e in a memorandum
at the end of this inventory. I/We verify that the statements made in this Inventory are t nd orrec . I understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 48 4 relati nsworn falsification to
authorities.
Person resentative•
attorney: Bridget M. Whitley Esa
ilip B. p11rt'>;er
g .
I.D. No.: 33580
Address: Keefer Wood Allen & Rahal, LLP'
P.O. Box 1 1963, Harrisburg, PA_ 1 71 08-1 963 Dated /2 n
e ex en a mto t o tots o t e nventory.
Estate of Flossie B. Vollmer INVENTORY
Cash on Hand
Pennsylvania Department of Revenue, $ 221.00
decedent's 2002 Form PA-40 -refund
Long Term Care Insurance -refund 1,508.10
Money Market Accounts
Legg Mason Cash Reserve Trust 7,038.65
Common Stocks and Mutual Funds
100 shares Corning Inc. @ $3.79 379.00
200 shares Exxon Mobile Corp. @ $35.625 7,125.00
300 shares GATX Corp. @ $23.75 7,125.00
Accrued dividend 96.00
200 shares Hewlett Packard Co. @ $19.25 3,850.00
200 shares Intel Corp. @ $18.03 3,606.00
400 shares JLG Industries @ $8.16 3,264.00
Accrued dividend 2.00
300 shares Kellogg Co. @ $33.785 10,135.50
300 shares Legg Mason Inc. @ $49.825 9,965.00
Accrued dividend 22.00
300 shares McKesson Corp. @ $26.625 7,987.50
Accrued dividend 18.00
100 shares Merck ~ Co. Inc. @ $58.43 5,843.00
Accrued dividend 36.00
200 shares Paychex Inc. @ $26.895 5,379.00
100 shares Philip Morris Companies Inc. @ $41.395 4,139.50
200 shares Washington Mutual @ $36.815 7,363.00
Preferred Stocks
500 shares Duke Energy Corp. 8.25% due 8,227.50
5/18/04 @ $16.455
400 shares PPL CAP FDG TR I Premium Equity 7,260.00
Part Secs Units @ $18.15
Federal Notes and Bonds
$10,000 GNMA Bond 6% due 11/20/2020 10,237.50
Accrued dividend 75.60
102,136.10
Miscellaneous Property
Personal Property -furniture, household goods, 1.000.00
clothing, personal effects
TOTAL INVENTORY VALUE $111,903.85
BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
y INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-6601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 E% AFP [R1-RS)
DATE 10-27-2003
ESTATE OF VOLLMER FLOSSIE B
DATE OF DEATH 12-17-2002
FILE NUMBER 21 02-1183
BRIDGET M WHITLEY ESQ ._.. COUNTY CUMBERLAND
KEEPER ETAL ACN 101
PO BOX 11963 Amount Remitted
HBG PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
---------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VOLLMER FLOSSIE B FILE N0. 21 02-1183 ACN 101 DATE 10-27-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure
2. Stocks and Bonds (Schedule B) proper
(2) 102.136.10 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with
your
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) 9,767.75 tax payment.
6. Jointly Owned Property (Schedule F) (6) 3,850.73
7. Transfers (Schedule G) (7) .00
8. Total Assets [g) 115,754.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [9) 4,910.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) [10) 1.173.02
11. Total Deductions
(11) 6.08 r+6
12. Net Value of Tax Return [12) 109,671.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) (13) 5,000.00
14. Net Value of Estate Subject to Tax (14) 104,671.02
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Aeount of Line 14 at Spousal rate (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 104, 671.02 X 045 . 4, 710.20
17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00
18. Aeount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (lq)= 4,710.20
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID [-)
03-05-2003 CD002256 225.00
09-12-2003 CD003014 .00
• IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,.~/ ~ . V V
210.20
TOTAL TAX CREDIT 4,710.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
[ IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comnonwaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140)..
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check ar money order payable to: REGISTER OF WILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601
Phone C717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent^ (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and mat
paid before January 18, 1996, the first day after the end of the tax amnesty period. This man-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 1D% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest oust ba calculated.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
WHITLEY BRIDGET M
KEEFER,WOOD,ALLEN & R_AHAL
P. O. BOX 11963
HARRISBURG, PA 17108-1963
RE: Estate of VOLLMER FLOSSIE B
File Number: 2002-01183
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Repor{ of completed or uncompleted administration.
This filing will become delinquent on: 12/17/2004
Your prompt attention to this matter will be appreciated.
Thank You.
~erel~ Yg_ ~ ~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Flossie B. Vollmer
Date of Death: December 17, 2002
Estate No.: 2002-01183
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the court? Yes No
X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes x No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts m_ay be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: November 23, 2004 tu~
~' 'Signa '
· Bridget M. Whitley
~ Name (Please type or print)
-- Keefer, Wood, Allen & Rahal LLP
210 Walnut St., P.O. Box 11963
Harrisburg, PA 17108-1963
Address
(717) 255-8027
Tel. No.
Capacity: __ Personal Representative
X Counsel for personal representative