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Home My WebLink About04-01-14 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND )SS File Number 2013-00074 Daniel K Sunderland and Jack F. Hurley, Jr. Personal Representative of the Estate of Klare S. Sunderland Deceased, depose and say that the items appearing in the following,inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth 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 o Commonwealth of Pennsylvania except that which appears in a me randurn at the end inventory. We verify that the statements made in this } �� Inventory are true and correct. We understand ) D ni 1 K. Sun derlan , Co-Executor that false statements herein are made subject } to the penalties of 18 Pa.C.S. 4904 relating } to unsworn falsification 7s.e ) Jac F. Hurley r., Co- cu r Attorney— (Name) Stan A uire (Supreme Court I D. No.) 33782 (Addres, & St on I,LP P O Box 1146 HorrisburgPA 17108-1146 ele hone) 717 233-5731 DATE OF DEATR LAST RESIDENCE DECEDENT'S SOC SEC.NO. January 6,2013 1924 Market Street, Camp Hill,PA 17011 FIGURES MUST BE TOTALED N d s rot c C, —r3 See attached schedule. n 426169,F72.670' ° � D n m ;:3 r\> m � � o ;> m Attach additional sheets as needed TOTAL: $26,169,872.67 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 R W-09 rev. 10.13.06 898952.1 \\\ Estate of Klare S. Sunderland Estate Inventory Valued as of Date of Death Cash and Cash Equivalents M&T Checking Acct. No. 82864802 $ 298,201.70 Interest at Date of Death •33 M&T Checking Acct. No. 28849884 1,526.85 Interest at Date of Death •02 J. Byrne—Insurance premium refund for 102 119th Street, Stone Harbor,NJ (Total refund $5,902.05 with ''/z payable to Lea Sunderland) 2,951.02 Susquehanna Checking Acct. No. 1710022045 34,536.65 Interest at Date of Death 1.28 Total Cash and Cash Equivalents $ 337,217.85 No. of Shares Stocks .05 Affinity Insurance Limited, nonvoting, redeemable preferred share. $ 28,820.50 50 Carlisle Pike Pre-Owned, Inc., closely-held entity owned one-half by decedent. 94,085.00 Orland Park BMW, aka Evergreen Motor Cars, Inc. Owned by Sun Enterprises. 0.00 941574.1 No, of Shares Stocks 400 Orland Park Motor Cars, Inc. f/k/a Orland Park MB, Inc., a closely- held entity, owned 80% by Decedent. $ 3,927,568.00 SAV II, LLC 98% owned by decedent. 4,710,252.00 Sun Enterprises, Inc. 100% owned by Klare S. Sunderland 5,241,815.67 500 Sun Motor Cars, Inc., closely-held entity owned one-half by decedent. 3,146,295.00 500 Sun Motor Imports, Inc., closely- held entity, owned one-half by decedent. 655,000.00 500 Sun Motor Sports, Inc. This is a closely-held entity, owned one- half by decedent. 851,000.00 1,977 Susquehanna Bancshares 1977.00 Shares @ $11.0925 21,929.87 11,310 Susquehanna Stock Option @ 11.0925 4,371 Grant Price of$8.93= $9,452.28 6,939 Grant Price of$5.71= $37,349.16 46,801.46 Total Stocks $1.8,723,567.50 Tangible Personal Property 1932 Chevrolet Confederate VIN 12BA0731058 $ 30,000.00 2 Tangible Personal Property 1955 Chevrolet Belair VIN VC558125789 $ 10,000.00 Household and personal property 4,342.00 Household and personal articles 9,305.00 Total Tangible Personal Property $53,647.00 Miscellaneous ADT,Refund $ 15.51 Celtic Healthcare of Carlisle Refund Health Services 500.00 ADT, Refund 152.87 Citibank,N.A., refund for credit Balance on Acct. #7395 99.76 Comcast Cable, refund 110.30 Highmark Blue Shield Refund Ambulance Service 5,207.35 Refund, Illinois Treasurer, 2011 Income taxes 768.00 Refund, Illinois Treasurer, 2012 Income taxes 13,200.00 Refund, Illinois Treasurer, 2012 Income taxes 34,269.00 Gunn Mowery, LLC, refund, Cancellation of Policy #XUL3000078C 1,616.07 3 Miscellaneous RLI, policyholder refund $ 814.00 IRS-Refund receivable, 2012 898,560.00 Amended Federal Income Tax PA Department of Revenue, refund, 2012 income taxes 10,453.00 Travelers, refund of homeowners' Insurance premium upon cancellation Of policy 9,026.00 Travelers, insurance refund 95.00 Decedent's one-half capital gains Refund receivable from New Jersey On the sale of New Jersey real property 37,766.50 Route 114 Associates 49.5% owned by Klare S. Sunderland 0.00 Salary from Sun Motor Sport, Inc. BMW, 1/18/2013 paycheck 1,673.63 Salary, Sun Motor Cars, Inc. 1/18/2013 paycheck 1,671.63 Salary, Sun Motor Imports, Inc. 01/18/2013 paycheck 724.38 Social Security payment due at DOD 3,012.00 Total Miscellaneous $1,019,735 4 Real Property Forest Land in Oliver Twp., McVeytown Mifflin Co., PA consisting of 25 acres +/- more fully described in Deed dated 10/16/1968 and recorded in Deed Book 180, pg 502; and, in Deed dated 05/27/1983 and recorded in Deed Book 271, pg 581 in the Office of the Recorder of Deeds of Mifflin Co. Parcel No. 19, 06- 1193 $ 29,700.00 Real property, 7 Deerburn Court, Silver Spring Township, Cumberland Co., PA 1,450,000.00 One-half tenant-in-common interest in vacant Lot 96, Silver Spring Twp., Cumberland County, PA 121,500.00 One-half tenant-in-common interest in vacant Lot 101, in Silver Spring Twp., Cumberland Co., PA. 121,500.00 One-half tenant-in-common interest in vacant Lot 103, in Silver Spring Twp., Cumberland Co., PA. 96,500.00 Total Real Property $1,819,200.00 Face Amount Mortgages and Notes 979,872 Promissory Note dated 10/31/2012 Daniel K. Sunderland (Maker) and Klare S. Sunderland (Payee). Balance as of 10/31/2012 $979,872.00 $ 979,872.00 Interest at Date of Death 1,671.49 5 Face Amount Mortgages and Notes 1,173,145.89 Promissory Note dated 01/01/2007 Daniel K. Sunderland (Maker) and Klare S. Sunderland (Payee). Balance as of 12/31/2012 was $1,173,145.89 $ 1,173,145.89 Interest at Date of Death 963.55 400,000 Note dated 07/01/1997 Orland Motor Cars, Inc. (Maker) and Klare S. Sunderland (Payee). Balance as of 12/31/2012 was $400,000.00 400,000.00 Interest at Date of Death 328.54 954,601 Note Orland Park BMW aka Evergreen Motor Cars, Inc. (Maker) and Klare S. Sunderland (Payee). Balance as of 12/31/2012 was $954,601.00. 954,601.00 Interest at Date of Death 784.60 475,000 Note dated 11/30/2012 SAV II (Maker) and Klare S. Sunderland (Payee). Balance as of 11/30/2012 was $475,000.00. 475,000.00 Interest at Date of Death 962.41 228,384.83 Note dated 07/12/2007 Triple D. Clearfield LLC (Maker) and Klare S. Sunderland(Payee). Balance as of 12/12/2012 $228,384.83. 228,384.83 Interest at Date of Death 791.01 Total Mortgages and Notes $4,216,505.32 Total Inventory $26,169,872.67 6 Stanley A. Smith BROADS & SINON LLP Py (717)2 -6628 Ix (777)z60 6o-aaza smith a rhoads-sinon.com Reply to Harrisburg Office FTLENO: 185/99 April 1, 2014 Re: Estate of Klare S. Sunderland File No. 2013-00074 VIA HAND-DELIVERY Ms. Glenda Farner-Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Ms. Farner-Strasbaugh: Enclosed are the following for the above-captioned Estate: 1. Pennsylvania Inheritance Tax Return, in duplicate, showing no balance due. The exhibits to this return were filed directly with the Department qf, Revenue. ° rn n M s v o M coo 2. Inventory. m v C'> _4 w R y r- rq r iJ�N1 r z r : z � r 4. A copy of this letter, the first page of the Pennsylvania Inheritanzk n o Tax Return and the Inventory. Please stamp these copies and returta N r o them to us in the enclosed self-addressed envelope. --0 w N T! Very truly yours, RHOADS INON LP By: to mtth Enclosures cc: Mr. Daniel K. Sunderland Jack F. Hurley, Jr., Esquire Mr. Timothy Waggoner, CPA Kelly S. Shuffelbottom, Paralegal One South Market Square, 12th Floor • P.O. Box 1146 Harrisburg, PA 17108-1146 ph: 717.233.5731 29 Dowlin Forge Road • Exton, PA 19341 • ph: 610.423.4200 • fax: 610.423.4201 941976,1 www.rhoads-sinon.com