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HomeMy WebLinkAbout08-13-08INVENTORY REGISTER OF WILLS OFGUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSXLVANIA ~ SS COUNTY OF CUMBERLAND File Number 21 07 01063 Personal Representative(s) of the Estate of EDWARD P. DENNEY deceastd, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and alt of the real estate in the Commonweahh of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the stateme~s made in this Inven- tory are true and oorrcet. I tmderstand that false state- ments herein are made subject to the penalties of ~ 18 Pa. C.S. § 4904 relating tD unswom falsification to CHRISTOA ER M. DENNEY authorities. r Attorney - (Ncnne) E. RALPH GODFREY ~ {Supre-ne Court ~D. No.) 77052 (Address) 225 MARKET STREET. PO BOX 1245 HARRISBURG PA 17108 {Telephone) 7172336633 a~~ of t>Eno+ uar i1t3 SUTTON DRNE oect:oEerrs soc. sec. ao. LFIGURF.S MUST BE TOTALED 1. 61B Sutton Drive, Carlisle, PA $340,0.00 2. 1100 WaMut Street, Carlisle, PA $275,000.00 3. PNC Bank Checking Aeoourtt $6,072.92 4. SunTrust Checking and Savings Akxourtts $759.76 5. 2006 Toyota Avabn c~ _J R~;~ $24,700.00 -, .. ,~ ; 6. 1998 Nissan Pathfinder ~ ~ ~ ~._, $3,50(f,00 _. ... c. 7. Refunds - NJ Ezpass, Patriot News, Geico Car Insurance, US Bank Escrow accactnt, Ver¢ot`r ~ ~~ - ~~ $5,32$.80 Wheless, HagerstoMm auto ittberest refund, Erie Insurance Refund :~ ` _ c a ~ , c-~ ,._ L"'~ bldg S/letLf Qd J?O~ N(7fF: The Memorandum of real estate outside the ComrnonweaiW of Pennaylvmiia may, at the election of the personal representative include the value of each item, but such Sgures should not be extended into the fatal of the Irrven~ry. {3ie 20 Pa C.S. § 3301(b)) Far-n RW-09 nev. 10.13.06 16 G Continuation of Inventory EDWARD P. DENNEY 21 07 01063 Decedent Narne Page 1 File Number Description of Inventory 8.Tax refunds - 2007 Maryland Tax Refund, 2007 Federal Tax Refund, 2008 Economic Stimulus I $5,771.00 payment 9. Personal property I $3,903.00 (See Attached appraisal report) 10. Income from Parent's farm estate ~ $1,674.71 11. Refund for County/School Tax from sale of 616 Sutton Drive, Carlisle, PA ~ $1,211.93 12. SunTrust -Interest Check I $24.68 13. PNC Savings Account - ITF Christopher M. Denney and Mary Ellen Ersham ~ $73,413.36 subtotal S $85,998.68 Grand Total S $741.360.16 MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA The Decedent died with the following property located outside the Commonwealth of Pennsylvania: 1. #106 Sun Rise Sea Condominium 8 63rd Street #106 Ocean City, Maryland 21842 ESTATE APPRAISAL REPORT OF PERSONAL PROPERTY OF Edward Denney, deceased date of death (d.o.d.) November 13, 2007 616 Sutton Dr. Carlisle, PA 17013 for: Christopher Denney, Executor Ralph Godfrey, Esq. Lavery, Faherty, Young & Patterson 225 Market St., P.O. Box 1245 Harrisburg, PA 17108-1245 AS OF: d.o.d. November 13, 2007 Reported on April 14, 2008 BY: ~I~is A raisa~ ~~ ~~ Services 14S N. Hanover St. P.O. Box 2¢ Garls~e~ PA rlor3 (717) 243-3474 info@rbisapptaisals. com www.ibisappraisals.cnm TABLE OF CONTENTS Table of Contents 2 Appraisal Certificate 3 Appraisal Summary 4 Photograph & CD-ROM Instructions 5 Personal Property Listing 6 Appraisal Summary (Copy) 15 References 16 Privacy Notice 17 Statement of Qualifications 18 Assumptions and Limiting Conditions 19 APPRAISAL CERTIFICATE I hereby certify that, upon the request for the estate appraisal of the personal property of Edward Denney, deceased, 616 Sutton Dr. Carlisle, PA 17013, I have personally and physically inspected the listed personal property. The personal property was appraised to determine the FAIR MARKET VALUE, AS OF d.o.d. November 13, 2007 & reported on April 14, 2008. The date of inspection was April 10, 2008. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources. The personal property was found to be in EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. pis A~~raisa~ ices .[v~ssa[ L. I~oliev~~ C.A. Director 3 APPRAISAL SUMMARY It is in my opinion, that as of d.o.d November 13, 2007, the Fair Market Value of the personal property of Edward Denney, deceased, 616 Sutton Dr. Carlisle, PA 17013: (Three Thousand Nine Hundred Three Dollars and Zero Cents) ($3,903.00) Ay~rvaisa~ The report must be read in its entirety. The Appraisal Summary ONLY is not the appraisal report. Photograph and CD-ROM Instructions Ibis Appraisal Services has provided you with a CD-ROM that houses all of the digital photographs of all of the items appraised. The CD-ROM also contains a saved copy of the appraisal report. This CD-ROM may be kept with the paper copy of the appraisal report or kept off-site, such as a safety deposit box. The photographs are saved in the JPEG picture format, meaning that all of the file names end with a ".JPG". The file names correspond to the written appraisal report's Corresponding Photograph File that is included at the end of each item appraised. Getting started with your CD-ROM 1. Insert the CD-ROM into your computer's CD-ROM Drive. If you do not have a computer or access to a CD-ROM Drive--a copy store, office supply store, or public library will be able to help you view and/or print your pictures. 2. Your computer may contain one or several different software programs that will allow you to view your pictures. Examples of these programs are Draw, Photo Editor, Picture It! Express, Photo Suite, My Photo Center, Photo Studio Lite, Photo Shop Pro, Picture CD, or Photo Deluxe. The program that is included with a digital camera is another way to view your pictures. • Select the program for viewing photographs and open the program. 3. Click FILE, and Click OPEN. 4. Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive is designated as your CD-ROM (sometimes this maybe the E Drive (E:) on your computer). ~ NOTE • Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a cartoon representing the drive. • The drives of your computer can be found under My Computer section of the Pull- Down "Look in" Menu. Common Drives are: A Drive (floppy disc drive), the C Drive (hard disc drive), the D Drive (CD-ROM Drive), and the E Drive (sometimes CD-ROM Drive; sometimes an external drive, like a CD-ROM Writer, Zip, or Jazz Drive). Double-click on the photograph you wish to view. Personal Property Listing 1 ._f_, Sofa & Chairs. Set of modem plush sofa and $350.00 two chairs. Location: Television Room. Corresponding Digital Photograph File: r0329747jpg 2 Coffee Table. Modern coffee table. $10.00 _ Location: Television Room. Corresponding Digital Photograph File: r0329748 jpg -~ 3 ~ Mirror. Modern wall mirror with painted $12.00 metallic frame. Location: Television Room. ~ Corresponding Digital Photograph File: r0329749 jpg 4 Floor Lama. Modern floor lamp. $8.00 Location: Television Room. Corresponding Digital Photograph File: r0329750 jpg 5 - Table. Two modem hardwood end tables. $16.00 __ Location: Television Room & Living Room. Corresponding Digital Photograph File: r0329751 jpg 6 Lam s. Two modem table lamps. $8.00 Location: Television Room & Living Room. - Corresponding Digital Photograph File: r0329751 jpg '7 ~ - --' Television. Wide screen Sanyo Vizon $500.00 television. Location: Television Room. Corresponding Digital Photograph File: r0329752 jpg 8 Chair. Modern plush chair. $25.00 Location: Television Room. Corresponding Digital Photograph File: ~. r0329754 jpg 9 Porch Set. Modern wicker porch set including $45.00 two chairs, settee and table. Location: Back Porch. Corresponding Digital Photograph File: r0329753. ' 10 Dining Suite. Modern blonde wood dining $150.00 suite. Suite includes hutch, table and six chairs. Location: Dining Room. Corresponding Digital Photograph Files: r0329755 & r0329756jpg 11 ~~~°~ i Table. Modern wood sofa table. $35.00 . Location: Living Room. ~`~> - Corresponding Digital Photograph File: `°~~ r0329757 jpg 12 Sofas. Two modern plush sofas. $60.00 Location: Living Room. Corresponding Digital Photograph File: r0329758jpg 13 Table. Modern glass and brass coffee table. $10.00 Location: Living Room. Corresponding Digital Photograph File: r0329759jpg 14 Carpet. Modern oriental type area carpet. $60.00 Location: Living Room. Corresponding Digital Photograph File: ="- '~ r0329760 jpg 15 Table. Modern sofa table. $20.00 Location: Living Room. Corresponding Digital Photograph File: r0329761jpg 16 Chairs. Two matching caned and wood chairs $30.00 - with plush seats. Location: Living Room & Basement. Corresponding Digital Photograph File: r0329762 jpg 17 , ` ~ I I - '' ~ .~ I~ Mirror. Modern wall mirror with gold gilt frame. $15.00 Location: Living Room. ~'~ Corresponding Digital Photograph File: r0329763 jpg 18 Cabinet. Modern wood display cabinet with two $125.00 ` -'"-'~ doors over two doors cabinet. ~ I Location: Front Foyer. Corresponding Digital Photograph File: ~, I a ~; r0329764 jpg 19 Cabinet. Modem cabinet with wine cubbies. $45.00 Location: Front Foyer. Corresponding Digital Photograph File: r0329765 jpg 20 Mirror. Modern wood framed mirror. $30.00 Location: Front Foyer. Corresponding Digital Photograph Fide: r0329766jpg `: 21 - - •~ Television. Toshiba DVD/VHS television. $40.00 Location: Office. Corresponding Digital Photograph File: r0329767jpg 22 Printer. Epson Picture Mate photograph printer. $40.00 Location: Office. Corresponding Digital Photograph File: r0329768 jpg 23 Shredder. Fellowes DMBC shredder. $30.00 Location: Office. Corresponding Digital Photograph File: r0329769 jpg 24 Desk. Modern office desk. $30.00 Location: Office. Corresponding Digital Photograph File: r0329770jpg 25 Chair. Modern office chair. $35.00 Location: Office. Corresponding Digital Photograph File: r0329771jpg 26 Computer. Newer model Sony Vaio lap top $450.00 computer. Location: Office. Corresponding Digital Photograph File: _ r0329785 jpg 27 m Bedroom Suite. Modem bedroom suite. Suite $550.00 includes chest, mirror, chest-on-chest and nightstand. Maker: American Craftsman by Stanley. Location: Master Bedroom. Corresponding Digital Photograph File: r0329772. ' 28 Crock. Vintage blue and gray salt glazed crock $75.00 with floral decoration. Location: Basement. Corresponding Digital Photograph File: ,.~_. r0329773 jpg io 29 Christmas Decoration. Miscellaneous selection $50.00 of modern Christmas decorations. Location: Basement. -~ ,~. Corresponding Digital Photograph File: r0329774jpg 30 Cmll. Small portable Weber grill. $35.00 - - Location: Basement. Corresponding Digital Photograph File: r0329777. ' 31 Microwave. Microwave oven. $2.00 Location: Basement. Corresponding Digital Photograph File: r0329778 jpg 32 Tool Chest. Modern black metal Craftsman- $25.00 type tool chest. Location: Basement. Corresponding Digital Photograph File: ' r0329780. ' 33 Tools. Small selection of miscellaneous tools. $35.00 ` Location: Basement. Corresponding Digital Photograph File: r0329781 jpg 34 - Books. Selection of modern hardback and $45.00 _ paperback books. Location: Basement. Corresponding Digital Photograph File: - r0329782 jpg 11 35 Weights. Olympic Surge weights, Marcy $60.00 Diamond Elite weight lifting set. Location: Basement. Corresponding Digital Photograph File: r0329783 jpg 36 Shelving. Modern wicker shelving. $5.00 Location: Second Floor Back Bedroom. Corresponding Digital Photograph Fide: r0329786 jpg 37 Bedroom Suite. Modern mid-twentieth century $100.00 bedroom suite. Suite includes chest, nightstand and queen-sized bed. Location: Second Floor Back Bedroom. Corresponding Digital Photograph File: r0329787. ' 38 Crib. Modern white painted crib. $20.00 Location: Second Floor Back Bedroom. Corresponding Digital Photograph File: r0329789 jpg 39 Bedroom suite. Modern mid-twentieth century $100.00 bedroom suite. Suite includes chest, nightstand and double brass bed. Location: Second Floor Front Bedroom. Corresponding Digital Photograph File: r0329790. ' 40 Kitchenette Set. Modern pine table, two modern $40.00 Windsor chairs and modern bench. Location: Kitchen. Corresponding Digital Photograph File: r0329791jpg 12 41 Television. Magnavox 12" flat screen $45.00 television. Location: Kitchen. Corresponding Digital Photograph File: -.;s r0329792 jpg 42 Glasswaze. Miscellaneous selection of modern $20.00 glasswaze and drinking glasses. Location: Kitchen. Corresponding Digital Photograph File: r0329793 jpg 43 Flatwaze. Selection of stainless steel flatware $2.00 and utensils. Location: Kitchen. Corresponding Digital Photograph File: ~. r0329796 jpg 44 _ _-_ China. Miscellaneous selection of modern $10.00 plates and china. Location: Kitchen. Corresponding Digital Photograph Files: r0329794 & r0329795 jpg 45 ~ - Wine Refri eg rator. Haier wine refrigerator. $40.00 Location: Gazage. Corresponding Digital Photograph File: rD329798 jpg 13 46 Mountain Bike. Modern mountain bike with no $35.00 name. Location: Garage. Corresponding Digital Photograph File: r0329799 jpg 47 Blower. Toro Ultra 2251eaf blower. $40.00 Location: Garage. Corresponding Digital Photograph File: r032800jpg 48 Hedge Trimmer. Black & Decker pole hedge $40.00 trimmer. _ Location: Garage. Corresponding Digital Photograph File: r032801.' 49 Knick Knacks. Miscellaneous selection of knick $200.00 knacks including candlesticks, picture frames, figurines and faux plants. Location: Throughout Household. Corresponding Digital Photograph File: r0329776jpg 50 ~ Kitchenwazes. Selection of kitchenwazes $150.00 r~~. including pots, pans, Tupperwaze and trays. , Location: Throughout Household. ~'{` Corresponding Digital Photograph Files: r0329779 & r0329797 jpg Total $3,903.00 14 APPRAISAL SU1~7MARY (COPY) It is in my opinion, that as of d.o.d November 13, 2007, the Fair Market Value of the personal property of Edward Denney, deceased, 616 Sutton Dr. Carlisle, PA 17013: (Three Thousand Nine Hundred Three Dollars and Zero Cents) ($3,903.00) pis Apy~raisa~ C.A. Director The report must be read in its entirety. The Appraisal Summary ONLY is not the appraisal report. 15 Appraisal References Alderfer's Auction. 501 Fairground Rd. Hatfield, PA 19440. 215-393-3003. http: //www. alderferfinearts. com/ Brickers, Chuck E. Auction. 93 Texaco Rd. Mechanicsburg, PA 17050. 717-776-5785. Conestoga Auction Compan ,Inc. 768 Graystone Rd. Manheim, PA 17545. 717-898- 7284. http://www.conestogaauction.com/auctions/ eBay. http://www.ebay.com Gottshall, Jr., Roy Auctions. 113 Forge Rd. Boiling Springs, PA 17007. 717-258-6222. Hershey, Dan Auctioneering Service. 3 Brown Rd. Shippensburg, PA 17257. 717-532- 4647. F. Loney, C.A.P.P., L.P.I. 2007. Personal Communication Ocker, Carl E. Auction. 4401 Philadelphia Ave. Chambersburg, PA 17201. 717-264- 6578. http://www.kennysauction.com/ Pook &Pook. 463 East Lancaster Ave. Downingtown, PA 19335. 610-296-4040. http: //www.pookandpook. com York Town Auction, Inc. 1625 Haviland Rd. York, PA 17404. 16 PRIVACY NOTICE Pursuant to the Gramm-Leach-Billey Act of 1999, effective July 1, 2001, appraisers, along with all providers of personal financial services are now required by federal law to inform their clients of the policies of the firm with regard to the privacy of client nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to provide you with this information. In the course of performing appraisals, we may collect what is known as "nonpublic personal information" about you. This information is used to facilitate the services that we provide to you and may include the information provided to us by you directly or received by us from others with your authorization. We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independent contractors, and in certain situations, to unrelated third party consultants who need to know that information to assist us in providing appraisal services to you. All of our independent contractors and any third party consultants we engage are informed that any information they see as part of an appraisal assignment is to be maintained by strict confidence within the firm. A disclosure required by law would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are a party. We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your needs. In order to protect your nonpublic personal information from unauthorized access by third parties, we maintain physical, electronic, and procedural safeguards that comply with our professional standards to insure the security and integrity of your information. 17 Statement of Qualifications Alyssa L. Loney, C.A.P.P. Professional Designations and Certifications C.A.P.P. -Certified Appraiser of Personal Property designation earned through course work and classes provided by the Institute of Appraisal of Personal Property. Archaeological Resources Protection Act -Certified to conduct investigations and damage assessment that pertains to violations of the United States federal, state, and local laws pertaining to archaeological sites and cultural properties. Including by not limited to the Archaeological Resources Protection Act of 1979, National Historic Preservation Act of 1966, the Native American Graves Protection and Repatriation Act and the American Antiquities Act of 1906. Professional Accomplishments ~ State Historical and Underwater Archaeologist for the State of Louisiana. ~ Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana. ~ Director of the West Virginia University Historical Costume Museum. ~ Research Archaeologist/ Artifact Instructor for CADW (Welsh Historic Monuments)/ University of York, England. ~ Research and Preservation Specialist for the Maryland Historical Trust. ~ Presented and published works for national and international organizations including the Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical Trust. Education B.Sc. Historical Textiles and Clothing, 1992, West Virginia University, Morgantown, West Virginia, United States. M.A. Medieval Archaeology, 1995, University of York, York, England. C.A.P.P. Certified Appraiser of Personal Property, 2001, Institute of Appraisal of Personal Property, York, Pennsylvania, United States. A.R.P.A. Certified to conduct investigations and damage assessment that pertains to violations of the United States federal, state, and local laws pertaining to archaeological sites and cultural properties. S.B.D.C. First Step Entrepreneurial Series, 2001, Kutztown University of Pennsylvania, Small Business Development Center. Presently Director and Founder of Ibis Appraisal Services. Member of Institute of Appraisal of Personal Property, American Society of Appraisers, Appraisers Association of America, International Society of Appraisers, and Professional Coin Grading Service. Conducts extensive on-site appraisals, assessments, analyses, and authentication of personal and cultural property. Operates on local, national, and international levels. Conducts research on all objects considered personal and cultural property. 18 Assumptions and Limiting Conditions The term "Fair Market Value", as used in this report, is defined as follows: The highest price an item would bring if the sale occurred under normal market conditions providing 1. neither the buyer or seller is acting under duress, 2. the property has been exposed on the open market for a reasonable length of time, 3. both the buyer and the seller are aware of the potential assets and defects, 4. no unusual circumstances are present. This appraisal was based upon the following assumptions, limitations, and conditions: 1. The information contained in this report was gathered from sources considered reliable, personal examination, research of authenticity and comparable sales and/or auction prices. 2. No responsibility is assumed for matters that are legal in nature, including, but not limited to: the representation of others concerning the value, authenticity, condition, origin, or provenance of an item appraised. 3. The appraiser assumed that a normal and careful examination of the property was sufficient to determine its quality and condition and that no extraordinary examination procedures were to be utilized, unless these were specially requested and the expenditure of funds therefore authorized. 4. The appraiser's court attendance and expert testimony report, if required, are not included as part of this report. The appraiser does have the right to refuse testimony. THE UNDERSIGNED HEREBY CERTIFIES; 1. That I have no interest now, nor have I had an interest in the past, nor shall I contemplate an interest in the future, in the property covered by this appraisal. 2. That to the best of my knowledge and belief, all statements and information included in this appraisal are true and based upon objective findings and that no pertinent information has been knowingly withheld or deleted in this report. 3. That neither the employment to make this appraisal or compensation for doing so is contingent upon the value of the property. It is the firm belief of the appraiser that the information furnished in this appraisal report and the conclusions drawn from this information are true and correct, but they are not guaranteed. its A~nraisa~ .lv~ssa 1L. Lqh~.~~/~ C.A. ~irectov 19