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Home My WebLink About12-10-10 (2)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Diane M. Freedman CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-10-0337 Personal Representative(s) of the Estate of Donald L. Carter Sr. Donald Carter or D.L. Carter deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets w~ver situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation laced opp each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent o o real ate ~ ~ ~,=`~ outside of the Commonwealth of Pennsylvania except that which a ears in a memorandum at the end of ~ ' entory,~ ~;- ~~, I verify that the statements made in this Inven- .~ ~ ~ c._~ ' ,----~ ,,.. tory are true and correct. I understand that false state- ~ `~ ~ ~A3 ~<~~ Diane M. Freedman ~ ~ ments herein are made subject to the penalties of ~ <1a ~ ~. :; ~.~~ 18 Pa.C.S. § 4904 relating to unsworn falsification to ~ ~-„. authorities. ~~ ~ ~ C3 Attorney -- (Name) (Firm) (Address) (Telephone) Jennifer B. Hip (Supreme Court 1. D. No.) 86556 Boar and Hipp Law Offices 1 West Main Street, Shiremanstown, PA __ 717-737-8761 DATE OF DEATH LAST RESIDENCE 704 Hilltop Drive DECEDENT'S SOC. SEC. N0. 03/10/2010 New Cumberland, PA 17070 162-22-1825 FIGURES MUST BE TOTALED Personal ProRertv Cash ............................................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ Stocks/Closely Held ..................................................................... Bonds ............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ Total Real Property ................................................ Total Personal and Real Property ........................ C 3,229,709.71' NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW-09 Rev. 10-13-2006 1,207,749.71 206,000.00 75,000.00 1,488,749.71 1,740,960.00 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-10-0337 DATE OF DEATH LAST RESIDENCE 704 Hilltop Drive DECEDENT'S :iOC. SEC. NO. 03/10/2010 New Cumberland, PA 17070 162-22-1825 Cash American Express - 20 $100.00 traveler's checks Highmark -premium refund Highmark -prescription drug plan premium refund Metro Bank -Checking Account No. 536671167. Date of death balance $5,797.91. PNC Bank -Checking Account No. 5112040333 -date of death balance $1,196,301.52 West Shore Investment Club -return of investment Total Cash Personal Proms 1996 Cadillac Deville -VIN#1G6KD52Y2TU275852 -per attached appraisal 2008 Bentley -VIN#SCBBR93W78C054511. Sold at private sale to dealer per terms listed in attached correspondence. 2009 Lexus - VIN# JTHD446FX95010056 -per attached appraisal Total Personal Property Mortgage /Note Receivable Black Dog Motorcycle Shop -Private loan in the principal amount of $75,000.00. Private loan principal balance remains unpaid. Marian Carter is the beneficiary pursuant to Clause Third of the Last Will and Testament of Donald Carter. Mrs. Carter has disclaimed her beneficial interest pursuant to the attached Disclaimer. Total Mortgage /Note Receivable 2,000.00 317.72 35.91 5,797.91 1,196,301.52 3,296.65 1,207,749.71 3,000.00 125,000.00 78,000.00 206,000.00 75,000.00 75,000.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 3,229,709.71 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0337 DATE OF DEATH LAST RESIDENCE 704 Hilltop Drive DECEDENT'S :iOC. SEC. N0. 03/10/2010 New Cumberland, PA 17070 162-22-1825 Real Estate -All that certain piece or parcel of land having thereon erected a commercial building being known and numbered as 6425 Carlisle Pike, Mechanicsburg„ Cumberland County, Pennsylvania. Being tax parcel number 38-19-1608-011. The property was acquired by Donald L. Carter, by Deed dated July 31, 1980 and recorded August 2, 1983 in the Cumberland County Recorder of Deeds Office in Deed Book "H", Vol. 30, Page 952. A copy of said Deed is attached hereto and incorporated herein. See Art Campbell letter for date of death valuation. Real Estate -All that certain piece or parcel of land having thereon erected a dwelling house known and numbered as 1 Bella Vista Drive, Mechanicsburg, Pennsylvania 17050. Being tax parcel number 38-07-0461-006. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, husband and wife, by Deed dated October 3, 2006 and recorded October 5, 2006 in the Cumberland County Recorder of Deeds Office in Deed Book 277, Page 108. Marian E. Carter has disclaimed her interest in said property. A copy of said Deed is attached hereto and incorporated herein. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. Per the attached appraisal the date of death value of said property is $345,000.00. Real Estate -All that certain piece or parcel of land located in Toboyne Township, Perry County, being tax parcel no. 251,190.00-027.000. Donald Carter, the Decedent herein, along with his three children, Diane M. Freedman, Donald L. Carter, Jr. and Gregory D. Carter, owned a 3/4 interest in said real estate. Based on the county assessed value ($219,990.00) multiplied by the common level ratio factor (1.49) the total assessed value of this property is $327,785.00.. Based on the above, their 3/4 interest is valued at $245,839.00. The Decedent's 1/4 interest is valued at $61,460.00. See attached Deed. 565,000.00 345,000.00 61,460.00 -2- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-10-0337 DATE OF DEATH LAST RESIDENCE 704 Hilltop Drive DECEDENT'S :iOC. SEC. N0. 03/10/2010 New Cumberland, PA 17070 162-22-1825 Real Estate -All that certain piece or parcel of land having thereon erected a commercial building being known and numbered as 6427 Carlisle Pike, Mechanicsburg, Cumberland County, Pennsylvania. Being tax parcel number 38-19-1608-010. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, his wife, by Deed dated September 16, 1993 and recorded September 21, 1993 in the Cumberland County Recorder of Deeds Office in Deed Book "N", Vol. 36, Page 784. A copy of said Deed is attached hereto and incorporated herein. Marian E. Carter has disclaimed her interest in said property. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. See Art Campbell letter for date of death valuation. Real Estate -All that certain piece or parcel of land being known as 314 S. Front Street, Wormleysburg, Pennsylvania. Being tax parcel number 47-21-0265-013. The property was acquired by Donald Lee Carter, Sr. and Marian E. carter, husband and wife, by Deed dated September 26, 1995 and recorded October 4, 1995 in the Cumberland County Recorder of Deeds Office in Deed Book 129, Page 300. A copy of said Deed i:;; attached hereto and incorporated herein. Marian E. Carter has disclaimed her interest: in said property. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. See Art Campbell letter for date of death valuation. Real Estate -All that certain piece or parcel of land being known and numbered as 398 S. Front Street, Wormleysburg, Cumberland County, Pennsylvania. Being tax parcel number 47-21-0265-010. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, by Deed dated August 2, 1996 and recorded August 15, 1996 in the Cumberland County Recorder of Deeds Office in Deed Book 144, page 277. A copy of said Deed is attached hereto and incorporated herein. Marian E. Carter has disclaimed her interest in said property. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. See Art Campbell letter for date of death valuation. 332,500.00 27,500.00 189,500.00 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 704 Hilltop Drive DECEDENT'S :iOC. SEC. NO. 03/10/2010 New Cumberland, PA 17070 162-22-1825 Real Estate -All that certain piece or parcel of land being known and numbered as 316 S. Front Street, Wormleysburg, Cumberland County, Pennsylvania. Being tax parcel number 47-21-0265-012. The property was acquired by Donald Lee Carter, Sr. and Marian E. Carter, husband and wife, by Deed dated September 26, 1995 and recorded October 4, 1995 in the Cumberland County Recorder of Deeds Office in Deed Book 12!x, Page 296. A copy of said Deed is attached hereto and incorporated herein. Marian E.. Carter has disclaimed her interest in said property. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. See Art Campbell letter for date of death valuation. Real Estate -All that certain piece or parcel of land being known and numbered as 327 S. Front Street, Wormleysburg, Cumberland County, Pennsylvania. Being tax parcel number 47-21-0265-031. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, his wife, by Deed dated February 12, 1998 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book 172, Page 111. Marian E. Carter has disclaimed her interest in said property. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. See Art Campbell letter for date of death valuation. Real Estate -All that certain piece or parcel of land being located on S. Front Street, Wormleysburg, Cumberland County, Pennsylvania, being tax parcel number 47-21-0265 -026. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, husband and wife, by Deed dated August 2, 1996 and recorded August 12, 1996 in the Cumberland County Recorder of Deeds Office in Deed Book 144, Page 31. A copy of said Deed is attached hereto and incorporated herein. NOTE: The Deed referenced herein contains multiple tracts. Although the Deed lists only one tax parcel number, each tract has been assigned a separate tax parcel number and separate tax bills are issued for each tract. Marian E. Carter has disclaimed her interest in the said properties, except for 313 S. Front Street, Wormleysburg. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. File Number 21-10-0337 55,000.00 20,000.00 22,500.00 -4- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 704 Hilltop Drive DECEDENT'S ~~OC. SEC. NO. 03/10/2010 New Cumberland, PA 17070 162-22-1825 Real Estate -All that certain piece or parcel of land being known and numbered as 321 S. Front Street, Wormleysburg, Cumberland County, Pennsylvania, being tax parcel number 47-21-0265-028. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, husband and wife, by Deed dated August 2, 1996 and recorded August 12, 1996 in the Cumberland County Recorder of Deeds Office in Deed Book 144, Page 31. A copy of said Deed is attached hereto and incorporated herein. NOTE: The Deed referenced herein contains multiple tracts. Although the Deed lists only one tax parcel number, each tract has been assigned a separate tax parcel number and separate tax bills are issued for each tract. Marian E. Carter has disclaimed her interest in the said properties, except for 313 S. Front Street, Wormleysburg. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. Real Estate -All that certain piece or parcel of land being located on River Alley, Wormleysburg, Cumberland County, Pennsylvania, being tax parcel number 47-21-0265 -006. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, husband and wife, by Deed dated August 2, 1996 and recorded August 12, 1996 in the Cumberland County Recorder of Deeds Office in Deed Book 144, Page 31. A copy of said Deed is attached hereto and incorporated herein. NOTE: The Deed referenced herein contains multiple tracts. Although the Deed lists only one tax parcel number, each tract has been assigned a separate tax parcel number and separate tax bills are issued for each tract. Marian E. Carter has disclaimed her interest in the said properties, except for 313 S. Front Street, Wormleysburg. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. Real Estate -All that certain piece or parcel of land being known and numbered as 323 S. Front Street, Wormleysburg, Cumberland County, Pennsylvania, being tax parcel number 47-21-0265-029. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, husband and wife, by Deed dated August 2, 1996 and recorded August 12, 1996 in the Cumberland County Recorder of Deeds Office in Deed Book 144, Page 31. A copy of said Deed is attached hereto and incorporated herein. NOTE: The Deed referenced herein contains multiple tracts. Although the Deed lists only one tax parcEal number, each tract has been assigned a separate tax parcel number and separate tax bills are issued for each tract. Marian E. Carter has disclaimed her interest in the said properties, except for 313 S. Front Street, Wormleysburg. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. File Number 21-10-0337 12,500.00 72,500.00 20,000.00 -5- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 704 Hilltop Drive DECEDENT'S SOC. SEC. NO. 03/10/2010 New Cumberland, PA 17070 162-22-1$25 Real Estate -All that certain piece or parcel of land being known and numbered as 325 17,500.00 S. Front Street, Wormleysburg, Cumberland County, Pennsylvania, being tax parcel number 47-21-0265-030. The property was acquired by Donald L. Carter, Sr. and Marian E. Carter, husband and wife, by Deed dated August 2, 1996 and recorded August 12, 1996 in the Cumberland County Recorder of Deeds Office in Deed Book 144, Page 31. A copy of said Deed is attached hereto and incorporated herein. NOTE: The Deed referenced herein contains multiple tracts. Although the Deed lists only one tax parcel number, each tract has been assigned a separate tax parcel number and separate tax bills are issued for each tract. Marian E. Carter has disclaimed her interest in the said) properties, except for 313 S. Front Street, Wormleysburg. See attached Disclaimer. Pursuant to 20 Pa. C.S.A. Section 6201, et. seq., the real property passes in equal shares to the Decedent's three (3) children, in equal shares. File Number 21-10-0337 Total Real Estate 1,740,960.00 -6-